[Ai4DSoc][Serverless] Update `search_ai_lake` tier specific roles by ashokaditya · Pull Request #229919 · elastic/kibana

ashokaditya · 2025-07-30T07:59:05Z

Summary

Adds changes to allow switching search_ai_lake pre-defined roles selection based on security project tier

Note: The changes in this PR is to minimise changes to all the files that use the serverless roles from src/platform/packages/shared/kbn-es/src/serverless_resources/project_roles/<projectType>. Ideally we should introduce the ability to pick roles based on project type and project tier.

clip for roles with search_ai_lake_tier

Testing
On a CLI:

Within your local serverless.security.dev.yml (make a copy of serverless.security.yml) file ensure that only the search_ai_lake tier is active

xpack.securitySolutionServerless.productTypes:
  [
    { product_line: 'ai_soc', product_tier: 'search_ai_lake' }
  ]

Run serverless ES with productType=search_ai_lake

yarn es serverless --kill --license trial -E xpack.security.authc.api_key.enabled=true --projectType security --productType search_ai_lake --kibanaUrl=http://0.0.0.0:5601

On another cli window run Kibana with

yarn serverless-security --no-base-path

On a browser, navigate to http://0.0.0.0:5601/ and verify that the Test User login method is selected and a dropdown with two roles (specific to search_ai_lake) is seen.
Repeat the test at step 1. with other product tiers active, and verify that the usual set of roles are loaded.

xpack.securitySolutionServerless.productTypes:
  [
    { product_line: 'security', product_tier: 'complete' },
    { product_line: 'endpoint', product_tier: 'complete' },
  ]

Checklist

Check the PR satisfies following conditions.

Reviewers should verify this PR satisfies this list as well.

Any text added follows EUI's writing guidelines, uses sentence case text and includes i18n support
Documentation was added for features that require explanation or tutorials
Unit or functional tests were updated or added to match the most common scenarios
If a plugin configuration key changed, check if it needs to be allowlisted in the cloud and added to the docker list
This was checked for breaking HTTP API changes, and any breaking changes have been approved by the breaking-change committee. The release_note:breaking label should be applied in these situations.
Flaky Test Runner was used on any tests changed
The PR description includes the appropriate Release Notes section, and the correct release_note:* label is applied per the guidelines
Review the backport guidelines and apply applicable backport:* labels.

Identify risks

Does this PR introduce any risks? For example, consider risks like hard to test bugs, performance regression, potential of data loss.

Describe the risk, its severity, and mitigation for each identified risk. Invite stakeholders and evaluate how to proceed before merging.

See some risk examples
...

elasticmachine · 2025-07-31T07:02:29Z

Pinging @elastic/security-defend-workflows (Team:Defend Workflows)

jbudz

src/platform/packages/shared/kbn-es/src/serverless_resources/project_roles/security/search_ai_lake.roles.yml LGTM

ashokaditya · 2025-08-05T10:20:21Z

src/platform/packages/shared/kbn-es/src/cli_commands/serverless.ts

      );
    }

+    if (options.productTier) {


productTier is optional with this change to minimise the changes needed in all the files that use src/platform/packages/shared/kbn-es/src/serverless_resources/project_roles/security/roles.yml for security serverless tests.

ashokaditya · 2025-08-05T10:25:37Z

src/platform/packages/shared/kbn-es/src/serverless_resources/project_roles/security/roles.yml

@@ -1,6 +1,5 @@
 # -----


With the introduction of ability to load product tier specific roles, ideally the role files within src/platform/packages/shared/kbn-es/src/serverless_resources/project_roles/ for each project should take into account product tiers.

In the furture we should address this in Kibana by renaming/moving role files such as:

src/platform/packages/shared/kbn-es/src/serverless_resources/project_roles/security/essentials.roles.yml

or

src/platform/packages/shared/kbn-es/src/serverless_resources/project_roles/security/essentials/roles.yml

refs elastic/security-team#12377

refs elastic/elasticsearch-controller#1081

…no-cache --fix'

review suggestion

gergoabraham

great! 🚀

gergoabraham · 2025-08-07T13:41:31Z

src/platform/packages/shared/kbn-es/src/utils/docker.ts

 }

 export const serverlessProjectTypes = new Set<string>(['es', 'oblt', 'security', 'chat']);
+export const ServerlessProductTiers = new Set<string>([


nittest of all nits: should start with small letter

Nice catch. Fixed that in c8bfdaf

review changes

elasticmachine · 2025-08-08T05:46:39Z

💔 Build Failed

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[job] [logs] FTR Configs #116 / discover/group6 discover unsaved changes badge should not show a badge after loading a saved search, only after changes

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💔 Build #327727 failed 930c3ff
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💛 Build #326429 was flaky 6a90d55

cc @ashokaditya

charlie-pichette

👍🏼

…astic#229919) ## Summary Adds changes to allow switching `search_ai_lake` pre-defined roles selection based on security project tier Note: The changes in this PR is to minimise changes to all the files that use the serverless roles from `src/platform/packages/shared/kbn-es/src/serverless_resources/project_roles/<projectType>`. Ideally we should introduce the ability to pick roles based on project type and project tier. clip for roles with `search_ai_lake_tier` ![ai4soc-role-logins](https://github.com/user-attachments/assets/95e1dea0-afbd-49fa-a215-49d1bce17aa3) **Testing** On a CLI: 1. Within your local `serverless.security.dev.yml` (make a copy of `serverless.security.yml`) file ensure that only the `search_ai_lake` tier is active ```js xpack.securitySolutionServerless.productTypes: [ { product_line: 'ai_soc', product_tier: 'search_ai_lake' } ] ``` 2. Run serverless ES with `productType=search_ai_lake` ``` yarn es serverless --kill --license trial -E xpack.security.authc.api_key.enabled=true --projectType security --productType search_ai_lake --kibanaUrl=http://0.0.0.0:5601 ``` 3. On another cli window run Kibana with ``` yarn serverless-security --no-base-path ``` 4. On a browser, navigate to `http://0.0.0.0:5601/` and verify that the Test User login method is selected and a dropdown with two roles (specific to `search_ai_lake`) is seen. 5. Repeat the test at step 1. with other product tiers active, and verify that the usual set of roles are loaded. ``` xpack.securitySolutionServerless.productTypes: [ { product_line: 'security', product_tier: 'complete' }, { product_line: 'endpoint', product_tier: 'complete' }, ] ``` ### Checklist Check the PR satisfies following conditions. Reviewers should verify this PR satisfies this list as well. - [ ] Any text added follows [EUI's writing guidelines](https://elastic.github.io/eui/#/guidelines/writing), uses sentence case text and includes [i18n support](https://github.com/elastic/kibana/blob/main/src/platform/packages/shared/kbn-i18n/README.md) - [ ] [Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html) was added for features that require explanation or tutorials - [ ] [Unit or functional tests](https://www.elastic.co/guide/en/kibana/master/development-tests.html) were updated or added to match the most common scenarios - [ ] If a plugin configuration key changed, check if it needs to be allowlisted in the cloud and added to the [docker list](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker) - [ ] This was checked for breaking HTTP API changes, and any breaking changes have been approved by the breaking-change committee. The `release_note:breaking` label should be applied in these situations. - [ ] [Flaky Test Runner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1) was used on any tests changed - [ ] The PR description includes the appropriate Release Notes section, and the correct `release_note:*` label is applied per the [guidelines](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process) - [ ] Review the [backport guidelines](https://docs.google.com/document/d/1VyN5k91e5OVumlc0Gb9RPa3h1ewuPE705nRtioPiTvY/edit?usp=sharing) and apply applicable `backport:*` labels. ### Identify risks Does this PR introduce any risks? For example, consider risks like hard to test bugs, performance regression, potential of data loss. Describe the risk, its severity, and mitigation for each identified risk. Invite stakeholders and evaluate how to proceed before merging. - [ ] [See some risk examples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx) - [ ] ... --------- Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>

ashokaditya self-assigned this Jul 30, 2025

ashokaditya added v9.2.0 release_note:skip Skip the PR/issue when compiling release notes backport:skip This PR does not require backporting Team:Defend Workflows “EDR Workflows” sub-team of Security Solution OLM Sprint labels Jul 30, 2025

ashokaditya force-pushed the task/pre-defined-roles-ai4dsoc branch from 4091b2c to a6bda9d Compare July 30, 2025 14:42

ashokaditya marked this pull request as ready for review July 31, 2025 07:02

ashokaditya requested review from a team as code owners July 31, 2025 07:02

ashokaditya marked this pull request as draft July 31, 2025 07:12

ashokaditya force-pushed the task/pre-defined-roles-ai4dsoc branch 3 times, most recently from 2311854 to fe5e42b Compare August 4, 2025 12:40

jbudz approved these changes Aug 4, 2025

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ashokaditya force-pushed the task/pre-defined-roles-ai4dsoc branch 2 times, most recently from 884fa54 to e0afc94 Compare August 5, 2025 10:17

ashokaditya commented Aug 5, 2025

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ashokaditya added 3 commits August 5, 2025 12:49

Update search_ai_lake tier specific roles

b23744a

refs elastic/security-team#12377

update names

f3ce0bc

refs elastic/elasticsearch-controller#1081

update ES script to allow setting product tier

545703d

ashokaditya force-pushed the task/pre-defined-roles-ai4dsoc branch from e0afc94 to 545703d Compare August 5, 2025 10:49

ashokaditya marked this pull request as ready for review August 5, 2025 11:05

ashokaditya requested a review from a team as a code owner August 5, 2025 11:05

ashokaditya requested review from azasypkin and jbudz August 5, 2025 11:05

[CI] Auto-commit changed files from 'node scripts/eslint_all_files --…

6a90d55

…no-cache --fix'

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ashokaditya requested a review from parkiino August 6, 2025 12:22

PhilippeOberti approved these changes Aug 6, 2025

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jbudz approved these changes Aug 6, 2025

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check if tier specific role file exists

7fed1f4

review suggestion

joeypoon approved these changes Aug 6, 2025

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Merge branch 'main' into task/pre-defined-roles-ai4dsoc

c17029e

ashokaditya added v9.1.1 v8.19.1 labels Aug 7, 2025

pzl approved these changes Aug 7, 2025

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gergoabraham approved these changes Aug 7, 2025

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ashokaditya and others added 2 commits August 7, 2025 15:58

fix naming

c8bfdaf

review changes

Merge branch 'main' into task/pre-defined-roles-ai4dsoc

701eaf2

ashokaditya enabled auto-merge (squash) August 7, 2025 17:23

ashokaditya added 2 commits August 7, 2025 22:24

Merge branch 'main' into task/pre-defined-roles-ai4dsoc

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Merge branch 'main' into task/pre-defined-roles-ai4dsoc

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ashokaditya disabled auto-merge August 8, 2025 04:16

Merge branch 'main' into task/pre-defined-roles-ai4dsoc

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ashokaditya enabled auto-merge (squash) August 8, 2025 09:47

ashokaditya requested review from achuguy, dkirchan, enriquesanchez-elastic and pborgonovi August 8, 2025 09:50

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ashokaditya merged commit 44c5c5f into elastic:main Aug 8, 2025
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kibanamachine mentioned this pull request Mar 11, 2026

[scout] cross-project-search support #254791

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kibanamachine mentioned this pull request Mar 27, 2026

Add kbn/test-saml-auth package #259074

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kibanamachine mentioned this pull request Apr 8, 2026

Update SAML logs and request ID retrieval #249037

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[Ai4DSoc][Serverless] Update `search_ai_lake` tier specific roles#229919

[Ai4DSoc][Serverless] Update `search_ai_lake` tier specific roles#229919
ashokaditya merged 18 commits intoelastic:mainfrom
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