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[ResponseOps] Cases analytics index configuration option#223241

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adcoelho merged 4 commits intoelastic:cases-analytics-indexfrom
adcoelho:cai-feature-flag
Jun 16, 2025
Merged

[ResponseOps] Cases analytics index configuration option#223241
adcoelho merged 4 commits intoelastic:cases-analytics-indexfrom
adcoelho:cai-feature-flag

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Merging into a feature branch

Summary

This PR adds a configuration option to enable the cases analytics index logic.

xpack.cases.analyticsIndex.enabled: true

The task types are registered, but by default, no task is scheduled, and no index is created.

How to review

The previous PRs are not merged yet, so only commits after bd6f2b8 should be reviewed.

@adcoelho adcoelho self-assigned this Jun 10, 2025
@adcoelho adcoelho requested a review from a team as a code owner June 10, 2025 14:08
@adcoelho adcoelho added Team:ResponseOps Platform ResponseOps team (formerly the Cases and Alerting teams) t// Feature:Cases Cases feature labels Jun 10, 2025
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Pinging @elastic/response-ops (Team:ResponseOps)

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Pinging @elastic/response-ops-cases (Feature:Cases)

@adcoelho adcoelho requested a review from a team as a code owner June 12, 2025 09:22
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elasticmachine commented Jun 16, 2025

💔 Build Failed

Failed CI Steps

Test Failures

  • [job] [logs] FTR Configs #128 / task_manager check_registered_task_types should check changes on all registered task types
  • [job] [logs] FTR Configs #128 / task_manager check_registered_task_types should check changes on all registered task types

Metrics [docs]

‼️ ERROR: no builds found for mergeBase sha [7b1e564]

History

cc @adcoelho

@adcoelho adcoelho merged commit 698a3fe into elastic:cases-analytics-index Jun 16, 2025
9 of 10 checks passed
adcoelho added a commit that referenced this pull request Jun 24, 2025
This PR is for a feature branch that is being merged into main.

The relevant PRs are:
- #219211
- #222820
- #223241
- #224388
- #224682

## Summary

This PR adds 4 new indexes with case analytics data, which are created
when the cases plugin starts.

  - `.internal.cases`
  - `.internal.cases-comments`
  - `.internal.cases-attachments`
  - `.internal.cases-activity`

After the indexes are created, a backfill task for each of them is
scheduled to run 1 minute after creation. This task populates the
indexes with relevant data from `.kibana_alerting_cases`.

A second type of task is registered, the index synchronization task.
Four of these tasks, one for each index, are scheduled to run every 5
minutes. The synchronization tasks populated the indexes with data from
`.kibana_alerting_cases` that was created or updated in the last five
minutes.

## How to test

You might want to start Kibana with `--verbose` to see relevant index
messages in the console.

Alternatively(what I normally do), is go to `analytics_index.ts`,
`backfill_task_runner.ts`, and `synchronization_task_runner.ts`, and
change the `logDebug` function to call `this.logger.info` instead. This
way, you will have less spam in the console.

Every log message starts with the index name between square brackets, so
you can look for `[.internal.cases-` and follow what is happening.

1. You should have some existing case data, so before anything else,
please create some activity, attachments, etc.
2. Add `xpack.cases.analytics.index.enabled: true` to `kibana.dev.yml`
and restart Kibana.
3. Check out [this
branch](elastic/elasticsearch#129414) from the
ES project.
4. Start Elastic Search with `yarn es source`. This will use the above
version of Elasticsearch.
5. Wait a bit for the indexes to be created and populated(backfilled).
6. Using the dev tools:
    - Confirm the indexes exist.
- Check the index mapping. Does it match the one in the code? Is the
`_meta` field correct?
-
`x-pack/platform/plugins/shared/cases/server/cases_analytics/******_index/mappings.ts`
    - Check that the painless scripts match the code.
-
`x-pack/platform/plugins/shared/cases/server/cases_analytics/******_index/painless_scripts.ts`
- Confirm your existing case data is in the indexes. (See **Queries**
section below.)
7. Play around with cases. Some examples:
    - Create a case
    - Change status/severity
    - Attach alerts
    - Add files
    - Change category/tags
    - Add comments
    - etc
8. Go to the dev tools again and confirm all this shows up in the
relevant indexes. (See **Queries** section below.)

## Queries

In addition to the ones, below I have a few more. Things like reindexing
with specific scripts or fetching relevant data from
`.kibana_alerting_cases`. Ping me if you want those queries.

### Checking index content
```
GET /.internal.cases/_search
GET /.internal.cases-comments/_search
GET /.internal.cases-attachments/_search
GET /.internal.cases-activity/_search
```

### Checking index mappings
```
GET /.internal.cases
GET /.internal.cases-comments
GET /.internal.cases-attachments
GET /.internal.cases-activity
```

### Fetching the painless scripts
```
GET /_scripts/cai_cases_script_1
GET /_scripts/cai_attachments_script_1
GET /_scripts/cai_comments_script_1
GET /_scripts/cai_activity_script_1
```

### Emptying the indexes

It is sometimes useful for testing.
```
POST /.internal.cases/_delete_by_query
POST /.internal.cases-comments/_delete_by_query
POST /.internal.cases-attachments/_delete_by_query
POST /.internal.cases-activity/_delete_by_query
```

### Deleting the indexes

It is sometimes useful for testing.
```
DELETE /.internal.cases
DELETE /.internal.cases-comments
DELETE /.internal.cases-attachments
DELETE /.internal.cases-activity
```

## Release notes

Four dedicated case analytics indexes were created, allowing users to
build dashboards and metrics over case data. These indexes are created
on Kibana startup and updated periodically with cases, comments,
attachments, and activity data.

---------

Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Christos Nasikas <christos.nasikas@elastic.co>
adcoelho added a commit to adcoelho/kibana that referenced this pull request Jun 24, 2025
This PR is for a feature branch that is being merged into main.

The relevant PRs are:
- elastic#219211
- elastic#222820
- elastic#223241
- elastic#224388
- elastic#224682

## Summary

This PR adds 4 new indexes with case analytics data, which are created
when the cases plugin starts.

  - `.internal.cases`
  - `.internal.cases-comments`
  - `.internal.cases-attachments`
  - `.internal.cases-activity`

After the indexes are created, a backfill task for each of them is
scheduled to run 1 minute after creation. This task populates the
indexes with relevant data from `.kibana_alerting_cases`.

A second type of task is registered, the index synchronization task.
Four of these tasks, one for each index, are scheduled to run every 5
minutes. The synchronization tasks populated the indexes with data from
`.kibana_alerting_cases` that was created or updated in the last five
minutes.

## How to test

You might want to start Kibana with `--verbose` to see relevant index
messages in the console.

Alternatively(what I normally do), is go to `analytics_index.ts`,
`backfill_task_runner.ts`, and `synchronization_task_runner.ts`, and
change the `logDebug` function to call `this.logger.info` instead. This
way, you will have less spam in the console.

Every log message starts with the index name between square brackets, so
you can look for `[.internal.cases-` and follow what is happening.

1. You should have some existing case data, so before anything else,
please create some activity, attachments, etc.
2. Add `xpack.cases.analytics.index.enabled: true` to `kibana.dev.yml`
and restart Kibana.
3. Check out [this
branch](elastic/elasticsearch#129414) from the
ES project.
4. Start Elastic Search with `yarn es source`. This will use the above
version of Elasticsearch.
5. Wait a bit for the indexes to be created and populated(backfilled).
6. Using the dev tools:
    - Confirm the indexes exist.
- Check the index mapping. Does it match the one in the code? Is the
`_meta` field correct?
-
`x-pack/platform/plugins/shared/cases/server/cases_analytics/******_index/mappings.ts`
    - Check that the painless scripts match the code.
-
`x-pack/platform/plugins/shared/cases/server/cases_analytics/******_index/painless_scripts.ts`
- Confirm your existing case data is in the indexes. (See **Queries**
section below.)
7. Play around with cases. Some examples:
    - Create a case
    - Change status/severity
    - Attach alerts
    - Add files
    - Change category/tags
    - Add comments
    - etc
8. Go to the dev tools again and confirm all this shows up in the
relevant indexes. (See **Queries** section below.)

## Queries

In addition to the ones, below I have a few more. Things like reindexing
with specific scripts or fetching relevant data from
`.kibana_alerting_cases`. Ping me if you want those queries.

### Checking index content
```
GET /.internal.cases/_search
GET /.internal.cases-comments/_search
GET /.internal.cases-attachments/_search
GET /.internal.cases-activity/_search
```

### Checking index mappings
```
GET /.internal.cases
GET /.internal.cases-comments
GET /.internal.cases-attachments
GET /.internal.cases-activity
```

### Fetching the painless scripts
```
GET /_scripts/cai_cases_script_1
GET /_scripts/cai_attachments_script_1
GET /_scripts/cai_comments_script_1
GET /_scripts/cai_activity_script_1
```

### Emptying the indexes

It is sometimes useful for testing.
```
POST /.internal.cases/_delete_by_query
POST /.internal.cases-comments/_delete_by_query
POST /.internal.cases-attachments/_delete_by_query
POST /.internal.cases-activity/_delete_by_query
```

### Deleting the indexes

It is sometimes useful for testing.
```
DELETE /.internal.cases
DELETE /.internal.cases-comments
DELETE /.internal.cases-attachments
DELETE /.internal.cases-activity
```

## Release notes

Four dedicated case analytics indexes were created, allowing users to
build dashboards and metrics over case data. These indexes are created
on Kibana startup and updated periodically with cases, comments,
attachments, and activity data.

---------

Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Christos Nasikas <christos.nasikas@elastic.co>
(cherry picked from commit e566fec)

# Conflicts:
#	x-pack/platform/plugins/shared/task_manager/server/mocks.ts
akowalska622 pushed a commit to akowalska622/kibana that referenced this pull request Jun 25, 2025
This PR is for a feature branch that is being merged into main.

The relevant PRs are:
- elastic#219211
- elastic#222820
- elastic#223241
- elastic#224388
- elastic#224682

## Summary

This PR adds 4 new indexes with case analytics data, which are created
when the cases plugin starts.

  - `.internal.cases`
  - `.internal.cases-comments`
  - `.internal.cases-attachments`
  - `.internal.cases-activity`

After the indexes are created, a backfill task for each of them is
scheduled to run 1 minute after creation. This task populates the
indexes with relevant data from `.kibana_alerting_cases`.

A second type of task is registered, the index synchronization task.
Four of these tasks, one for each index, are scheduled to run every 5
minutes. The synchronization tasks populated the indexes with data from
`.kibana_alerting_cases` that was created or updated in the last five
minutes.

## How to test

You might want to start Kibana with `--verbose` to see relevant index
messages in the console.

Alternatively(what I normally do), is go to `analytics_index.ts`,
`backfill_task_runner.ts`, and `synchronization_task_runner.ts`, and
change the `logDebug` function to call `this.logger.info` instead. This
way, you will have less spam in the console.

Every log message starts with the index name between square brackets, so
you can look for `[.internal.cases-` and follow what is happening.

1. You should have some existing case data, so before anything else,
please create some activity, attachments, etc.
2. Add `xpack.cases.analytics.index.enabled: true` to `kibana.dev.yml`
and restart Kibana.
3. Check out [this
branch](elastic/elasticsearch#129414) from the
ES project.
4. Start Elastic Search with `yarn es source`. This will use the above
version of Elasticsearch.
5. Wait a bit for the indexes to be created and populated(backfilled).
6. Using the dev tools:
    - Confirm the indexes exist.
- Check the index mapping. Does it match the one in the code? Is the
`_meta` field correct?
-
`x-pack/platform/plugins/shared/cases/server/cases_analytics/******_index/mappings.ts`
    - Check that the painless scripts match the code.
-
`x-pack/platform/plugins/shared/cases/server/cases_analytics/******_index/painless_scripts.ts`
- Confirm your existing case data is in the indexes. (See **Queries**
section below.)
7. Play around with cases. Some examples:
    - Create a case
    - Change status/severity
    - Attach alerts
    - Add files
    - Change category/tags
    - Add comments
    - etc
8. Go to the dev tools again and confirm all this shows up in the
relevant indexes. (See **Queries** section below.)

## Queries

In addition to the ones, below I have a few more. Things like reindexing
with specific scripts or fetching relevant data from
`.kibana_alerting_cases`. Ping me if you want those queries.

### Checking index content
```
GET /.internal.cases/_search
GET /.internal.cases-comments/_search
GET /.internal.cases-attachments/_search
GET /.internal.cases-activity/_search
```

### Checking index mappings
```
GET /.internal.cases
GET /.internal.cases-comments
GET /.internal.cases-attachments
GET /.internal.cases-activity
```

### Fetching the painless scripts
```
GET /_scripts/cai_cases_script_1
GET /_scripts/cai_attachments_script_1
GET /_scripts/cai_comments_script_1
GET /_scripts/cai_activity_script_1
```

### Emptying the indexes

It is sometimes useful for testing.
```
POST /.internal.cases/_delete_by_query
POST /.internal.cases-comments/_delete_by_query
POST /.internal.cases-attachments/_delete_by_query
POST /.internal.cases-activity/_delete_by_query
```

### Deleting the indexes

It is sometimes useful for testing.
```
DELETE /.internal.cases
DELETE /.internal.cases-comments
DELETE /.internal.cases-attachments
DELETE /.internal.cases-activity
```

## Release notes

Four dedicated case analytics indexes were created, allowing users to
build dashboards and metrics over case data. These indexes are created
on Kibana startup and updated periodically with cases, comments,
attachments, and activity data.

---------

Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
Co-authored-by: Elastic Machine <elasticmachine@users.noreply.github.com>
Co-authored-by: Christos Nasikas <christos.nasikas@elastic.co>
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