[Alerting V2] [UI] Add create rule flyout in discover#250961
Conversation
There was a problem hiding this comment.
Pull request overview
This PR introduces a new reusable package @kbn/alerting-v2-rule-form for creating ES|QL alerting rules and integrates it into the Discover application. The package provides a complete flyout component with form handling, validation, and rule creation capabilities. When in ES|QL mode, Discover users can now click a "Create Rule" button to open the rule form flyout with pre-populated query data.
Changes:
- Created new shared browser package
@kbn/alerting-v2-rule-formwith form components, hooks, and utilities - Integrated rule creation flyout into Discover's app menu for ES|QL mode
- Added comprehensive unit tests for form hooks and Storybook stories for visual development
Reviewed changes
Copilot reviewed 36 out of 37 changed files in this pull request and generated 8 comments.
Show a summary per file
| File | Description |
|---|---|
tsconfig.base.json |
Added TypeScript path mappings for new @kbn/alerting-v2-rule-form package |
src/platform/plugins/shared/discover/tsconfig.json |
Added package dependency reference |
src/platform/plugins/shared/discover/public/application/main/components/top_nav/use_top_nav_links.tsx |
Modified to show rule creation button in ES|QL mode and hide legacy alerts in ES|QL mode |
src/platform/plugins/shared/discover/public/application/main/components/top_nav/app_menu_actions/get_create_rule.tsx |
New file implementing flyout component with query/error subscriptions |
src/platform/packages/shared/kbn-alerting-v2-rule-form/* |
Complete new package with configuration, form components, hooks, tests, and documentation |
package.json |
Added new package to workspace dependencies |
src/dev/storybook/aliases.ts |
Added Storybook alias for the new package |
| const { dataView } = discoverParams; | ||
| const timeField = getTimeField(dataView); |
There was a problem hiding this comment.
The timeField is computed on every render but only depends on dataView. Consider using useMemo to optimize this computation.
…eld_groups/field_group.tsx Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
…oks/use_create_rule.test.tsx Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
…error_callout.tsx Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
…elds/time_field_select.tsx Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
…larke/kibana into feature/esql-rule-form-flyout
…feature/esql-rule-form-flyout
💔 Build Failed
Failed CI StepsHistory
|
cauemarcondes
left a comment
There was a problem hiding this comment.
Obs Exploration changes LGTM just some nits
| if (!authorizedRuleTypeIds.includes(OBSERVABILITY_THRESHOLD_RULE_TYPE_ID)) return; | ||
|
|
||
| registry.registerPopoverItem(AppMenuActionId.alerts, { | ||
| const popoverItem = { |
There was a problem hiding this comment.
Can you type it with DiscoverAppMenuPopoverItem? this way you wouldn't need to manually type the context param.
|
|
||
| if (sloFeature && hasSloPermission) { | ||
| registry.registerPopoverItem(AppMenuActionId.alerts, { | ||
| const popoverItem = { |
cnasikas
left a comment
There was a problem hiding this comment.
LGTM! Thank you so much for addressing my feedback. It looks very solid. I left some comments. Also:
- Could you please add unit tests to some components that are missing?
- I noticed that we miss validation in form fields like maximum name, maximum number of tags, etc. We could add them in a different PR.
| const [isInputVisible, setIsInputVisible] = useState(() => Boolean(descriptionValue)); | ||
|
|
||
| // Update visibility if description value changes externally (e.g., form reset) | ||
| useEffect(() => { | ||
| if (descriptionValue && !isInputVisible) { | ||
| setIsInputVisible(true); | ||
| } | ||
| }, [descriptionValue, isInputVisible]); |
There was a problem hiding this comment.
| const [isInputVisible, setIsInputVisible] = useState(() => Boolean(descriptionValue)); | |
| // Update visibility if description value changes externally (e.g., form reset) | |
| useEffect(() => { | |
| if (descriptionValue && !isInputVisible) { | |
| setIsInputVisible(true); | |
| } | |
| }, [descriptionValue, isInputVisible]); | |
| const isInputVisible = Boolean(descriptionValue); |
There was a problem hiding this comment.
I had this in order to, once shown, keep it visible even if cleared. Not a big deal though as I'm not even sure if this is the final ux.
|
|
||
| // Call onSuccess when data is fetched for the current query | ||
| // Include dataUpdatedAt to detect when new data arrives (even if data reference is same) | ||
| useEffect(() => { |
There was a problem hiding this comment.
I do not think we need to support the onSuccess. The component that uses the hook will rerender when the data is available. For example:
const { isLoading, data } = useDataFields(props);
const timeFieldValue = getTimeFieldValue(data); // it will get the new value every time the query returns new data.
There was a problem hiding this comment.
The onSuccess callback in useDataFields is used to auto-select a default time field (like @timestamp) when the fields first load - this is a one-time side effect that calls setValue to update the form. It takes into account whether the previously selected item is a valid option after the query has changed, maintains it if so and removes it if not.
There was a problem hiding this comment.
So when it gets a new query, the use options will load automatically but we need to take into account whether or not we need to update the user selected value.
|
|
||
| // Call onSuccess when columns are fetched for the current query | ||
| // Include dataUpdatedAt to detect when new data arrives (even if data reference is same) | ||
| useEffect(() => { |
There was a problem hiding this comment.
Same concept here for the onSuccess as with the useDataFields hook.
There was a problem hiding this comment.
Same comment. The data independently is used for field options, but we also need to account for updating the user selection depending on the new fields which is what the onSuccess is used for. This includes removing selected fields if they are no longer part of the set of columns.
These were originally handled by useEffects but moved to the onSuccess pattern.
I'm deliberately avoiding react component testing on a lot of basic fields because we know that the UX of them will change. Happy to add though. |
💔 Build Failed
Failed CI StepsTest Failures
Metrics [docs]
History
|
## Summary ### Key capabilities - **ES|QL-native rule evaluation** — Rules are defined as ES|QL queries with optional WHERE clause conditions, evaluated on a configurable schedule - **Alert lifecycle management** — Full episode tracking with pending → active → recovering → inactive state transitions, including configurable alert delay (consecutive breaches / duration) - **Event-driven architecture** — Alert events and actions are stored in dedicated data streams (`.alerting-events`, `.alerting-actions`) with ES|QL views for querying - **Notification dispatch pipeline** — A multi-step dispatcher that matches alert episodes to notification policies, handles throttling/suppression, and triggers Kibana Workflows using encrypted API keys - **Notification policies** — CRUD APIs and UI for creating notification policies with KQL-based rule matching, workflow integration, and API key management - **Rule authoring UI** — A shared rule form package (`@kbn/alerting-v2-rule-form`) usable standalone or embedded in Discover, with ES|QL editor, WHERE clause condition editing, recovery configuration, and live query preview - **Rule management UI** — Full rule list with pagination, enable/disable, clone, edit, and delete operations - **APM instrumentation** — Middleware and decorators for tracing rule execution and client operations ### Architecture highlights - **InversifyJS DI** — All services use constructor injection with typed tokens, scoped per-request or singleton as appropriate - **Pipeline pattern** — Rule executor and dispatcher use composable step-based pipelines - **Saved Objects** — Rules stored as hidden saved objects; notification policies stored as encrypted saved objects (for API key protection) - **Feature privileges** — Dedicated Kibana feature with read/all privileges for RBAC --- ## Contained PRs <details> <summary><strong>Core Engine & Plugin Init</strong> (12 PRs)</summary> - #247283 — Init alerting v2 plugin (@cnasikas) - #247452 — Add the alerting v2 feature privileges (@cnasikas) - #247673 — Director (@cnasikas) - #248306 — Create basic services (@cnasikas) - #248696 — Initialize all resources (@cnasikas) - #250023 — Schema package (@cnasikas) - #250010 — YML Editor (@cnasikas) - #251064 — Remove index.mode: lookup for RnA alert indices (@cnasikas) - #251707 — Simplify task registration pattern (@kdelemme) - #251876 — Dedicated user service (@cnasikas) - #252073 — Use `kbn/data-streams` in alerting_v2 (@cnasikas) - #255120 — Update alerting-v2 owner to new rna project team (@cnasikas) </details> <details> <summary><strong>Rule Execution Pipeline</strong> (12 PRs)</summary> - #247472 — Add alerting v2 Rule Executor (@darnautov) - #248285 — Alerting v2 rule HTTP APIs (@darnautov) - #248728 — Add basic alert actions route (@darnautov) - #250161 — Refactor rule executor to use a pipeline pattern (@darnautov) - #252292 — Implement the CountTimeframeStrategy for the director (@cnasikas) - #252544 — Add support of streaming in the rule executor (@darnautov) - #252754 — Update rule attributes (@kdelemme) - #253355 — Add getRules client method (@kdelemme) - #253668 — Make evaluation.query.condition optional (@kdelemme) - #254031 — Add recovery event generation to rule execution pipeline (@kdelemme) - #255968 — ES|QL views (@adcoelho) - #256697 — Create episodes ES|QL view (@adcoelho) </details> <details> <summary><strong>Alert Suppression & Episodes</strong> (3 PRs)</summary> - #252174 — Alert suppression (@kdelemme) - #256486 — Fix suppression query (@kdelemme) - #256527 — Store 'unmatched' action for unmatched alert episodes (@kdelemme) </details> <details> <summary><strong>Dispatcher & Notification Engine</strong> (6 PRs)</summary> - #250822 — Alerting v2 dispatcher (@kdelemme) - #251529 — Use query service in dispatcher (@kdelemme) - #251679 — Dispatcher task (@kdelemme) - #252758 — Dispatcher notification policy (@kdelemme) - #255332 — Wait for resources before scheduling dispatcher task (@kdelemme) - #256536 — Use stored encrypted API keys from Notification Policy in dispatcher step (@kdelemme) </details> <details> <summary><strong>Notification Policies (Server)</strong> (4 PRs)</summary> - #251336 — Introduce notification policy CRUD APIs and client (@cnasikas) - #253134 — Update notification policy (@cnasikas) - #254808 — Store API key owner on Notification Policy (@kdelemme) - #256940 — Make notification policies global with optional rule-label scoping (@kdelemme) </details> <details> <summary><strong>Notification Policies UI</strong> (1 PR)</summary> - #255599 — Add notification policies UI and Storybook form story (@adcoelho) </details> <details> <summary><strong>Rule Authoring UI</strong> (13 PRs)</summary> - #250961 — Add create rule flyout in Discover (@adcoelho) - #255111 — Add activation configuration fields to alerting V2 rule form (@yiannisnikolopoulos) - #255427 — Rule form: provide services via context (@dominiqueclarke) - #255876 — MVP rule form, Split evaluation condition, and Recovery configuration (@dominiqueclarke) - #256260 — Foundational rule list (@dominiqueclarke) - #256756 — Wire up edit flow (@dominiqueclarke) - #256801 — Move consecutive breaches max to shared constants (@yiannisnikolopoulos) - #256818 — Preview query and design parity (@dominiqueclarke) - #256938 — Allow clearing number inputs in state transition fields (@yiannisnikolopoulos) - #257017 — Add enable/disable and clone rule to rule list (@dominiqueclarke) - #257246 — Remove all React.FC (@dominiqueclarke) - #257415 — Rule form - fix test (@dominiqueclarke) - #257454 — Block comma key in number input component (@yiannisnikolopoulos) </details> <details> <summary><strong>API Documentation & Schema</strong> (2 PRs)</summary> - #254901 — Rename indexes for alert events and actions (@adcoelho) - #255810 — OAS for alert action routes (@adcoelho) </details> <details> <summary><strong>Observability & Monitoring</strong> (3 PRs)</summary> - #254925 — Add ApmMiddleware to the rule executor (@adcoelho) - #255115 — Add the withAPM decorator and apply it to the rules_client (@adcoelho) - #255999 — Fix linting problem in apm middleware (@adcoelho) </details> <details> <summary><strong>CI & Maintenance</strong> (2 PRs)</summary> - #257409 — Refactor SO services to use inversify DI for client initialization (@darnautov) - Fix alerting-v2-schema jest config (@darnautov) </details> --- --------- Co-authored-by: Dima Arnautov <dmitrii.arnautov@elastic.co> Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com> Co-authored-by: Kevin Delemme <kevin.delemme@elastic.co> Co-authored-by: Mike Côté <mikecote@users.noreply.github.com> Co-authored-by: Antonio <antonio.coelho@elastic.co> Co-authored-by: Kevin Delemme <kdelemme@gmail.com> Co-authored-by: Dominique Clarke <dominique.clarke@elastic.co> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: Jason Rhodes <jason.rhodes@elastic.co> Co-authored-by: Yiannis Nikolopoulos <yiannis.nikolopoulos@elastic.co> Co-authored-by: Alexi Doak <109488926+doakalexi@users.noreply.github.com> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> Co-authored-by: Bailey Cash <bailey.cash@elastic.co> Co-authored-by: Anna Davydova <ana.davydova@elastic.co> Co-authored-by: Umberto Pepato <umbopepato@users.noreply.github.com> Co-authored-by: Jason Rhodes <jason.matthew.rhodes@gmail.com> Co-authored-by: Joana Cardoso <169058851+joana-cps@users.noreply.github.com>
## Summary ### Key capabilities - **ES|QL-native rule evaluation** — Rules are defined as ES|QL queries with optional WHERE clause conditions, evaluated on a configurable schedule - **Alert lifecycle management** — Full episode tracking with pending → active → recovering → inactive state transitions, including configurable alert delay (consecutive breaches / duration) - **Event-driven architecture** — Alert events and actions are stored in dedicated data streams (`.alerting-events`, `.alerting-actions`) with ES|QL views for querying - **Notification dispatch pipeline** — A multi-step dispatcher that matches alert episodes to notification policies, handles throttling/suppression, and triggers Kibana Workflows using encrypted API keys - **Notification policies** — CRUD APIs and UI for creating notification policies with KQL-based rule matching, workflow integration, and API key management - **Rule authoring UI** — A shared rule form package (`@kbn/alerting-v2-rule-form`) usable standalone or embedded in Discover, with ES|QL editor, WHERE clause condition editing, recovery configuration, and live query preview - **Rule management UI** — Full rule list with pagination, enable/disable, clone, edit, and delete operations - **APM instrumentation** — Middleware and decorators for tracing rule execution and client operations ### Architecture highlights - **InversifyJS DI** — All services use constructor injection with typed tokens, scoped per-request or singleton as appropriate - **Pipeline pattern** — Rule executor and dispatcher use composable step-based pipelines - **Saved Objects** — Rules stored as hidden saved objects; notification policies stored as encrypted saved objects (for API key protection) - **Feature privileges** — Dedicated Kibana feature with read/all privileges for RBAC --- ## Contained PRs <details> <summary><strong>Core Engine & Plugin Init</strong> (12 PRs)</summary> - elastic#247283 — Init alerting v2 plugin (@cnasikas) - elastic#247452 — Add the alerting v2 feature privileges (@cnasikas) - elastic#247673 — Director (@cnasikas) - elastic#248306 — Create basic services (@cnasikas) - elastic#248696 — Initialize all resources (@cnasikas) - elastic#250023 — Schema package (@cnasikas) - elastic#250010 — YML Editor (@cnasikas) - elastic#251064 — Remove index.mode: lookup for RnA alert indices (@cnasikas) - elastic#251707 — Simplify task registration pattern (@kdelemme) - elastic#251876 — Dedicated user service (@cnasikas) - elastic#252073 — Use `kbn/data-streams` in alerting_v2 (@cnasikas) - elastic#255120 — Update alerting-v2 owner to new rna project team (@cnasikas) </details> <details> <summary><strong>Rule Execution Pipeline</strong> (12 PRs)</summary> - elastic#247472 — Add alerting v2 Rule Executor (@darnautov) - elastic#248285 — Alerting v2 rule HTTP APIs (@darnautov) - elastic#248728 — Add basic alert actions route (@darnautov) - elastic#250161 — Refactor rule executor to use a pipeline pattern (@darnautov) - elastic#252292 — Implement the CountTimeframeStrategy for the director (@cnasikas) - elastic#252544 — Add support of streaming in the rule executor (@darnautov) - elastic#252754 — Update rule attributes (@kdelemme) - elastic#253355 — Add getRules client method (@kdelemme) - elastic#253668 — Make evaluation.query.condition optional (@kdelemme) - elastic#254031 — Add recovery event generation to rule execution pipeline (@kdelemme) - elastic#255968 — ES&elastic#124;QL views (@adcoelho) - elastic#256697 — Create episodes ES&elastic#124;QL view (@adcoelho) </details> <details> <summary><strong>Alert Suppression & Episodes</strong> (3 PRs)</summary> - elastic#252174 — Alert suppression (@kdelemme) - elastic#256486 — Fix suppression query (@kdelemme) - elastic#256527 — Store 'unmatched' action for unmatched alert episodes (@kdelemme) </details> <details> <summary><strong>Dispatcher & Notification Engine</strong> (6 PRs)</summary> - elastic#250822 — Alerting v2 dispatcher (@kdelemme) - elastic#251529 — Use query service in dispatcher (@kdelemme) - elastic#251679 — Dispatcher task (@kdelemme) - elastic#252758 — Dispatcher notification policy (@kdelemme) - elastic#255332 — Wait for resources before scheduling dispatcher task (@kdelemme) - elastic#256536 — Use stored encrypted API keys from Notification Policy in dispatcher step (@kdelemme) </details> <details> <summary><strong>Notification Policies (Server)</strong> (4 PRs)</summary> - elastic#251336 — Introduce notification policy CRUD APIs and client (@cnasikas) - elastic#253134 — Update notification policy (@cnasikas) - elastic#254808 — Store API key owner on Notification Policy (@kdelemme) - elastic#256940 — Make notification policies global with optional rule-label scoping (@kdelemme) </details> <details> <summary><strong>Notification Policies UI</strong> (1 PR)</summary> - elastic#255599 — Add notification policies UI and Storybook form story (@adcoelho) </details> <details> <summary><strong>Rule Authoring UI</strong> (13 PRs)</summary> - elastic#250961 — Add create rule flyout in Discover (@adcoelho) - elastic#255111 — Add activation configuration fields to alerting V2 rule form (@yiannisnikolopoulos) - elastic#255427 — Rule form: provide services via context (@dominiqueclarke) - elastic#255876 — MVP rule form, Split evaluation condition, and Recovery configuration (@dominiqueclarke) - elastic#256260 — Foundational rule list (@dominiqueclarke) - elastic#256756 — Wire up edit flow (@dominiqueclarke) - elastic#256801 — Move consecutive breaches max to shared constants (@yiannisnikolopoulos) - elastic#256818 — Preview query and design parity (@dominiqueclarke) - elastic#256938 — Allow clearing number inputs in state transition fields (@yiannisnikolopoulos) - elastic#257017 — Add enable/disable and clone rule to rule list (@dominiqueclarke) - elastic#257246 — Remove all React.FC (@dominiqueclarke) - elastic#257415 — Rule form - fix test (@dominiqueclarke) - elastic#257454 — Block comma key in number input component (@yiannisnikolopoulos) </details> <details> <summary><strong>API Documentation & Schema</strong> (2 PRs)</summary> - elastic#254901 — Rename indexes for alert events and actions (@adcoelho) - elastic#255810 — OAS for alert action routes (@adcoelho) </details> <details> <summary><strong>Observability & Monitoring</strong> (3 PRs)</summary> - elastic#254925 — Add ApmMiddleware to the rule executor (@adcoelho) - elastic#255115 — Add the withAPM decorator and apply it to the rules_client (@adcoelho) - elastic#255999 — Fix linting problem in apm middleware (@adcoelho) </details> <details> <summary><strong>CI & Maintenance</strong> (2 PRs)</summary> - elastic#257409 — Refactor SO services to use inversify DI for client initialization (@darnautov) - Fix alerting-v2-schema jest config (@darnautov) </details> --- --------- Co-authored-by: Dima Arnautov <dmitrii.arnautov@elastic.co> Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com> Co-authored-by: Kevin Delemme <kevin.delemme@elastic.co> Co-authored-by: Mike Côté <mikecote@users.noreply.github.com> Co-authored-by: Antonio <antonio.coelho@elastic.co> Co-authored-by: Kevin Delemme <kdelemme@gmail.com> Co-authored-by: Dominique Clarke <dominique.clarke@elastic.co> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: Jason Rhodes <jason.rhodes@elastic.co> Co-authored-by: Yiannis Nikolopoulos <yiannis.nikolopoulos@elastic.co> Co-authored-by: Alexi Doak <109488926+doakalexi@users.noreply.github.com> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> Co-authored-by: Bailey Cash <bailey.cash@elastic.co> Co-authored-by: Anna Davydova <ana.davydova@elastic.co> Co-authored-by: Umberto Pepato <umbopepato@users.noreply.github.com> Co-authored-by: Jason Rhodes <jason.matthew.rhodes@gmail.com> Co-authored-by: Joana Cardoso <169058851+joana-cps@users.noreply.github.com>
- **ES|QL-native rule evaluation** — Rules are defined as ES|QL queries with optional WHERE clause conditions, evaluated on a configurable schedule - **Alert lifecycle management** — Full episode tracking with pending → active → recovering → inactive state transitions, including configurable alert delay (consecutive breaches / duration) - **Event-driven architecture** — Alert events and actions are stored in dedicated data streams (`.alerting-events`, `.alerting-actions`) with ES|QL views for querying - **Notification dispatch pipeline** — A multi-step dispatcher that matches alert episodes to notification policies, handles throttling/suppression, and triggers Kibana Workflows using encrypted API keys - **Notification policies** — CRUD APIs and UI for creating notification policies with KQL-based rule matching, workflow integration, and API key management - **Rule authoring UI** — A shared rule form package (`@kbn/alerting-v2-rule-form`) usable standalone or embedded in Discover, with ES|QL editor, WHERE clause condition editing, recovery configuration, and live query preview - **Rule management UI** — Full rule list with pagination, enable/disable, clone, edit, and delete operations - **APM instrumentation** — Middleware and decorators for tracing rule execution and client operations - **InversifyJS DI** — All services use constructor injection with typed tokens, scoped per-request or singleton as appropriate - **Pipeline pattern** — Rule executor and dispatcher use composable step-based pipelines - **Saved Objects** — Rules stored as hidden saved objects; notification policies stored as encrypted saved objects (for API key protection) - **Feature privileges** — Dedicated Kibana feature with read/all privileges for RBAC --- <details> <summary><strong>Core Engine & Plugin Init</strong> (12 PRs)</summary> - elastic#247283 — Init alerting v2 plugin (@cnasikas) - elastic#247452 — Add the alerting v2 feature privileges (@cnasikas) - elastic#247673 — Director (@cnasikas) - elastic#248306 — Create basic services (@cnasikas) - elastic#248696 — Initialize all resources (@cnasikas) - elastic#250023 — Schema package (@cnasikas) - elastic#250010 — YML Editor (@cnasikas) - elastic#251064 — Remove index.mode: lookup for RnA alert indices (@cnasikas) - elastic#251707 — Simplify task registration pattern (@kdelemme) - elastic#251876 — Dedicated user service (@cnasikas) - elastic#252073 — Use `kbn/data-streams` in alerting_v2 (@cnasikas) - elastic#255120 — Update alerting-v2 owner to new rna project team (@cnasikas) </details> <details> <summary><strong>Rule Execution Pipeline</strong> (12 PRs)</summary> - elastic#247472 — Add alerting v2 Rule Executor (@darnautov) - elastic#248285 — Alerting v2 rule HTTP APIs (@darnautov) - elastic#248728 — Add basic alert actions route (@darnautov) - elastic#250161 — Refactor rule executor to use a pipeline pattern (@darnautov) - elastic#252292 — Implement the CountTimeframeStrategy for the director (@cnasikas) - elastic#252544 — Add support of streaming in the rule executor (@darnautov) - elastic#252754 — Update rule attributes (@kdelemme) - elastic#253355 — Add getRules client method (@kdelemme) - elastic#253668 — Make evaluation.query.condition optional (@kdelemme) - elastic#254031 — Add recovery event generation to rule execution pipeline (@kdelemme) - elastic#255968 — ES&elastic#124;QL views (@adcoelho) - elastic#256697 — Create episodes ES&elastic#124;QL view (@adcoelho) </details> <details> <summary><strong>Alert Suppression & Episodes</strong> (3 PRs)</summary> - elastic#252174 — Alert suppression (@kdelemme) - elastic#256486 — Fix suppression query (@kdelemme) - elastic#256527 — Store 'unmatched' action for unmatched alert episodes (@kdelemme) </details> <details> <summary><strong>Dispatcher & Notification Engine</strong> (6 PRs)</summary> - elastic#250822 — Alerting v2 dispatcher (@kdelemme) - elastic#251529 — Use query service in dispatcher (@kdelemme) - elastic#251679 — Dispatcher task (@kdelemme) - elastic#252758 — Dispatcher notification policy (@kdelemme) - elastic#255332 — Wait for resources before scheduling dispatcher task (@kdelemme) - elastic#256536 — Use stored encrypted API keys from Notification Policy in dispatcher step (@kdelemme) </details> <details> <summary><strong>Notification Policies (Server)</strong> (4 PRs)</summary> - elastic#251336 — Introduce notification policy CRUD APIs and client (@cnasikas) - elastic#253134 — Update notification policy (@cnasikas) - elastic#254808 — Store API key owner on Notification Policy (@kdelemme) - elastic#256940 — Make notification policies global with optional rule-label scoping (@kdelemme) </details> <details> <summary><strong>Notification Policies UI</strong> (1 PR)</summary> - elastic#255599 — Add notification policies UI and Storybook form story (@adcoelho) </details> <details> <summary><strong>Rule Authoring UI</strong> (13 PRs)</summary> - elastic#250961 — Add create rule flyout in Discover (@adcoelho) - elastic#255111 — Add activation configuration fields to alerting V2 rule form (@yiannisnikolopoulos) - elastic#255427 — Rule form: provide services via context (@dominiqueclarke) - elastic#255876 — MVP rule form, Split evaluation condition, and Recovery configuration (@dominiqueclarke) - elastic#256260 — Foundational rule list (@dominiqueclarke) - elastic#256756 — Wire up edit flow (@dominiqueclarke) - elastic#256801 — Move consecutive breaches max to shared constants (@yiannisnikolopoulos) - elastic#256818 — Preview query and design parity (@dominiqueclarke) - elastic#256938 — Allow clearing number inputs in state transition fields (@yiannisnikolopoulos) - elastic#257017 — Add enable/disable and clone rule to rule list (@dominiqueclarke) - elastic#257246 — Remove all React.FC (@dominiqueclarke) - elastic#257415 — Rule form - fix test (@dominiqueclarke) - elastic#257454 — Block comma key in number input component (@yiannisnikolopoulos) </details> <details> <summary><strong>API Documentation & Schema</strong> (2 PRs)</summary> - elastic#254901 — Rename indexes for alert events and actions (@adcoelho) - elastic#255810 — OAS for alert action routes (@adcoelho) </details> <details> <summary><strong>Observability & Monitoring</strong> (3 PRs)</summary> - elastic#254925 — Add ApmMiddleware to the rule executor (@adcoelho) - elastic#255115 — Add the withAPM decorator and apply it to the rules_client (@adcoelho) - elastic#255999 — Fix linting problem in apm middleware (@adcoelho) </details> <details> <summary><strong>CI & Maintenance</strong> (2 PRs)</summary> - elastic#257409 — Refactor SO services to use inversify DI for client initialization (@darnautov) - Fix alerting-v2-schema jest config (@darnautov) </details> --- --------- Co-authored-by: Dima Arnautov <dmitrii.arnautov@elastic.co> Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com> Co-authored-by: Kevin Delemme <kevin.delemme@elastic.co> Co-authored-by: Mike Côté <mikecote@users.noreply.github.com> Co-authored-by: Antonio <antonio.coelho@elastic.co> Co-authored-by: Kevin Delemme <kdelemme@gmail.com> Co-authored-by: Dominique Clarke <dominique.clarke@elastic.co> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: Jason Rhodes <jason.rhodes@elastic.co> Co-authored-by: Yiannis Nikolopoulos <yiannis.nikolopoulos@elastic.co> Co-authored-by: Alexi Doak <109488926+doakalexi@users.noreply.github.com> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> Co-authored-by: Bailey Cash <bailey.cash@elastic.co> Co-authored-by: Anna Davydova <ana.davydova@elastic.co> Co-authored-by: Umberto Pepato <umbopepato@users.noreply.github.com> Co-authored-by: Jason Rhodes <jason.matthew.rhodes@gmail.com> Co-authored-by: Joana Cardoso <169058851+joana-cps@users.noreply.github.com>
- **ES|QL-native rule evaluation** — Rules are defined as ES|QL queries with optional WHERE clause conditions, evaluated on a configurable schedule - **Alert lifecycle management** — Full episode tracking with pending → active → recovering → inactive state transitions, including configurable alert delay (consecutive breaches / duration) - **Event-driven architecture** — Alert events and actions are stored in dedicated data streams (`.alerting-events`, `.alerting-actions`) with ES|QL views for querying - **Notification dispatch pipeline** — A multi-step dispatcher that matches alert episodes to notification policies, handles throttling/suppression, and triggers Kibana Workflows using encrypted API keys - **Notification policies** — CRUD APIs and UI for creating notification policies with KQL-based rule matching, workflow integration, and API key management - **Rule authoring UI** — A shared rule form package (`@kbn/alerting-v2-rule-form`) usable standalone or embedded in Discover, with ES|QL editor, WHERE clause condition editing, recovery configuration, and live query preview - **Rule management UI** — Full rule list with pagination, enable/disable, clone, edit, and delete operations - **APM instrumentation** — Middleware and decorators for tracing rule execution and client operations - **InversifyJS DI** — All services use constructor injection with typed tokens, scoped per-request or singleton as appropriate - **Pipeline pattern** — Rule executor and dispatcher use composable step-based pipelines - **Saved Objects** — Rules stored as hidden saved objects; notification policies stored as encrypted saved objects (for API key protection) - **Feature privileges** — Dedicated Kibana feature with read/all privileges for RBAC --- <details> <summary><strong>Core Engine & Plugin Init</strong> (12 PRs)</summary> - elastic#247283 — Init alerting v2 plugin (@cnasikas) - elastic#247452 — Add the alerting v2 feature privileges (@cnasikas) - elastic#247673 — Director (@cnasikas) - elastic#248306 — Create basic services (@cnasikas) - elastic#248696 — Initialize all resources (@cnasikas) - elastic#250023 — Schema package (@cnasikas) - elastic#250010 — YML Editor (@cnasikas) - elastic#251064 — Remove index.mode: lookup for RnA alert indices (@cnasikas) - elastic#251707 — Simplify task registration pattern (@kdelemme) - elastic#251876 — Dedicated user service (@cnasikas) - elastic#252073 — Use `kbn/data-streams` in alerting_v2 (@cnasikas) - elastic#255120 — Update alerting-v2 owner to new rna project team (@cnasikas) </details> <details> <summary><strong>Rule Execution Pipeline</strong> (12 PRs)</summary> - elastic#247472 — Add alerting v2 Rule Executor (@darnautov) - elastic#248285 — Alerting v2 rule HTTP APIs (@darnautov) - elastic#248728 — Add basic alert actions route (@darnautov) - elastic#250161 — Refactor rule executor to use a pipeline pattern (@darnautov) - elastic#252292 — Implement the CountTimeframeStrategy for the director (@cnasikas) - elastic#252544 — Add support of streaming in the rule executor (@darnautov) - elastic#252754 — Update rule attributes (@kdelemme) - elastic#253355 — Add getRules client method (@kdelemme) - elastic#253668 — Make evaluation.query.condition optional (@kdelemme) - elastic#254031 — Add recovery event generation to rule execution pipeline (@kdelemme) - elastic#255968 — ES&elastic#124;QL views (@adcoelho) - elastic#256697 — Create episodes ES&elastic#124;QL view (@adcoelho) </details> <details> <summary><strong>Alert Suppression & Episodes</strong> (3 PRs)</summary> - elastic#252174 — Alert suppression (@kdelemme) - elastic#256486 — Fix suppression query (@kdelemme) - elastic#256527 — Store 'unmatched' action for unmatched alert episodes (@kdelemme) </details> <details> <summary><strong>Dispatcher & Notification Engine</strong> (6 PRs)</summary> - elastic#250822 — Alerting v2 dispatcher (@kdelemme) - elastic#251529 — Use query service in dispatcher (@kdelemme) - elastic#251679 — Dispatcher task (@kdelemme) - elastic#252758 — Dispatcher notification policy (@kdelemme) - elastic#255332 — Wait for resources before scheduling dispatcher task (@kdelemme) - elastic#256536 — Use stored encrypted API keys from Notification Policy in dispatcher step (@kdelemme) </details> <details> <summary><strong>Notification Policies (Server)</strong> (4 PRs)</summary> - elastic#251336 — Introduce notification policy CRUD APIs and client (@cnasikas) - elastic#253134 — Update notification policy (@cnasikas) - elastic#254808 — Store API key owner on Notification Policy (@kdelemme) - elastic#256940 — Make notification policies global with optional rule-label scoping (@kdelemme) </details> <details> <summary><strong>Notification Policies UI</strong> (1 PR)</summary> - elastic#255599 — Add notification policies UI and Storybook form story (@adcoelho) </details> <details> <summary><strong>Rule Authoring UI</strong> (13 PRs)</summary> - elastic#250961 — Add create rule flyout in Discover (@adcoelho) - elastic#255111 — Add activation configuration fields to alerting V2 rule form (@yiannisnikolopoulos) - elastic#255427 — Rule form: provide services via context (@dominiqueclarke) - elastic#255876 — MVP rule form, Split evaluation condition, and Recovery configuration (@dominiqueclarke) - elastic#256260 — Foundational rule list (@dominiqueclarke) - elastic#256756 — Wire up edit flow (@dominiqueclarke) - elastic#256801 — Move consecutive breaches max to shared constants (@yiannisnikolopoulos) - elastic#256818 — Preview query and design parity (@dominiqueclarke) - elastic#256938 — Allow clearing number inputs in state transition fields (@yiannisnikolopoulos) - elastic#257017 — Add enable/disable and clone rule to rule list (@dominiqueclarke) - elastic#257246 — Remove all React.FC (@dominiqueclarke) - elastic#257415 — Rule form - fix test (@dominiqueclarke) - elastic#257454 — Block comma key in number input component (@yiannisnikolopoulos) </details> <details> <summary><strong>API Documentation & Schema</strong> (2 PRs)</summary> - elastic#254901 — Rename indexes for alert events and actions (@adcoelho) - elastic#255810 — OAS for alert action routes (@adcoelho) </details> <details> <summary><strong>Observability & Monitoring</strong> (3 PRs)</summary> - elastic#254925 — Add ApmMiddleware to the rule executor (@adcoelho) - elastic#255115 — Add the withAPM decorator and apply it to the rules_client (@adcoelho) - elastic#255999 — Fix linting problem in apm middleware (@adcoelho) </details> <details> <summary><strong>CI & Maintenance</strong> (2 PRs)</summary> - elastic#257409 — Refactor SO services to use inversify DI for client initialization (@darnautov) - Fix alerting-v2-schema jest config (@darnautov) </details> --- --------- Co-authored-by: Dima Arnautov <dmitrii.arnautov@elastic.co> Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com> Co-authored-by: Kevin Delemme <kevin.delemme@elastic.co> Co-authored-by: Mike Côté <mikecote@users.noreply.github.com> Co-authored-by: Antonio <antonio.coelho@elastic.co> Co-authored-by: Kevin Delemme <kdelemme@gmail.com> Co-authored-by: Dominique Clarke <dominique.clarke@elastic.co> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: Jason Rhodes <jason.rhodes@elastic.co> Co-authored-by: Yiannis Nikolopoulos <yiannis.nikolopoulos@elastic.co> Co-authored-by: Alexi Doak <109488926+doakalexi@users.noreply.github.com> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> Co-authored-by: Bailey Cash <bailey.cash@elastic.co> Co-authored-by: Anna Davydova <ana.davydova@elastic.co> Co-authored-by: Umberto Pepato <umbopepato@users.noreply.github.com> Co-authored-by: Jason Rhodes <jason.matthew.rhodes@gmail.com> Co-authored-by: Joana Cardoso <169058851+joana-cps@users.noreply.github.com>
## Summary ### Key capabilities - **ES|QL-native rule evaluation** — Rules are defined as ES|QL queries with optional WHERE clause conditions, evaluated on a configurable schedule - **Alert lifecycle management** — Full episode tracking with pending → active → recovering → inactive state transitions, including configurable alert delay (consecutive breaches / duration) - **Event-driven architecture** — Alert events and actions are stored in dedicated data streams (`.alerting-events`, `.alerting-actions`) with ES|QL views for querying - **Notification dispatch pipeline** — A multi-step dispatcher that matches alert episodes to notification policies, handles throttling/suppression, and triggers Kibana Workflows using encrypted API keys - **Notification policies** — CRUD APIs and UI for creating notification policies with KQL-based rule matching, workflow integration, and API key management - **Rule authoring UI** — A shared rule form package (`@kbn/alerting-v2-rule-form`) usable standalone or embedded in Discover, with ES|QL editor, WHERE clause condition editing, recovery configuration, and live query preview - **Rule management UI** — Full rule list with pagination, enable/disable, clone, edit, and delete operations - **APM instrumentation** — Middleware and decorators for tracing rule execution and client operations ### Architecture highlights - **InversifyJS DI** — All services use constructor injection with typed tokens, scoped per-request or singleton as appropriate - **Pipeline pattern** — Rule executor and dispatcher use composable step-based pipelines - **Saved Objects** — Rules stored as hidden saved objects; notification policies stored as encrypted saved objects (for API key protection) - **Feature privileges** — Dedicated Kibana feature with read/all privileges for RBAC --- ## Contained PRs <details> <summary><strong>Core Engine & Plugin Init</strong> (12 PRs)</summary> - elastic#247283 — Init alerting v2 plugin (@cnasikas) - elastic#247452 — Add the alerting v2 feature privileges (@cnasikas) - elastic#247673 — Director (@cnasikas) - elastic#248306 — Create basic services (@cnasikas) - elastic#248696 — Initialize all resources (@cnasikas) - elastic#250023 — Schema package (@cnasikas) - elastic#250010 — YML Editor (@cnasikas) - elastic#251064 — Remove index.mode: lookup for RnA alert indices (@cnasikas) - elastic#251707 — Simplify task registration pattern (@kdelemme) - elastic#251876 — Dedicated user service (@cnasikas) - elastic#252073 — Use `kbn/data-streams` in alerting_v2 (@cnasikas) - elastic#255120 — Update alerting-v2 owner to new rna project team (@cnasikas) </details> <details> <summary><strong>Rule Execution Pipeline</strong> (12 PRs)</summary> - elastic#247472 — Add alerting v2 Rule Executor (@darnautov) - elastic#248285 — Alerting v2 rule HTTP APIs (@darnautov) - elastic#248728 — Add basic alert actions route (@darnautov) - elastic#250161 — Refactor rule executor to use a pipeline pattern (@darnautov) - elastic#252292 — Implement the CountTimeframeStrategy for the director (@cnasikas) - elastic#252544 — Add support of streaming in the rule executor (@darnautov) - elastic#252754 — Update rule attributes (@kdelemme) - elastic#253355 — Add getRules client method (@kdelemme) - elastic#253668 — Make evaluation.query.condition optional (@kdelemme) - elastic#254031 — Add recovery event generation to rule execution pipeline (@kdelemme) - elastic#255968 — ES&elastic#124;QL views (@adcoelho) - elastic#256697 — Create episodes ES&elastic#124;QL view (@adcoelho) </details> <details> <summary><strong>Alert Suppression & Episodes</strong> (3 PRs)</summary> - elastic#252174 — Alert suppression (@kdelemme) - elastic#256486 — Fix suppression query (@kdelemme) - elastic#256527 — Store 'unmatched' action for unmatched alert episodes (@kdelemme) </details> <details> <summary><strong>Dispatcher & Notification Engine</strong> (6 PRs)</summary> - elastic#250822 — Alerting v2 dispatcher (@kdelemme) - elastic#251529 — Use query service in dispatcher (@kdelemme) - elastic#251679 — Dispatcher task (@kdelemme) - elastic#252758 — Dispatcher notification policy (@kdelemme) - elastic#255332 — Wait for resources before scheduling dispatcher task (@kdelemme) - elastic#256536 — Use stored encrypted API keys from Notification Policy in dispatcher step (@kdelemme) </details> <details> <summary><strong>Notification Policies (Server)</strong> (4 PRs)</summary> - elastic#251336 — Introduce notification policy CRUD APIs and client (@cnasikas) - elastic#253134 — Update notification policy (@cnasikas) - elastic#254808 — Store API key owner on Notification Policy (@kdelemme) - elastic#256940 — Make notification policies global with optional rule-label scoping (@kdelemme) </details> <details> <summary><strong>Notification Policies UI</strong> (1 PR)</summary> - elastic#255599 — Add notification policies UI and Storybook form story (@adcoelho) </details> <details> <summary><strong>Rule Authoring UI</strong> (13 PRs)</summary> - elastic#250961 — Add create rule flyout in Discover (@adcoelho) - elastic#255111 — Add activation configuration fields to alerting V2 rule form (@yiannisnikolopoulos) - elastic#255427 — Rule form: provide services via context (@dominiqueclarke) - elastic#255876 — MVP rule form, Split evaluation condition, and Recovery configuration (@dominiqueclarke) - elastic#256260 — Foundational rule list (@dominiqueclarke) - elastic#256756 — Wire up edit flow (@dominiqueclarke) - elastic#256801 — Move consecutive breaches max to shared constants (@yiannisnikolopoulos) - elastic#256818 — Preview query and design parity (@dominiqueclarke) - elastic#256938 — Allow clearing number inputs in state transition fields (@yiannisnikolopoulos) - elastic#257017 — Add enable/disable and clone rule to rule list (@dominiqueclarke) - elastic#257246 — Remove all React.FC (@dominiqueclarke) - elastic#257415 — Rule form - fix test (@dominiqueclarke) - elastic#257454 — Block comma key in number input component (@yiannisnikolopoulos) </details> <details> <summary><strong>API Documentation & Schema</strong> (2 PRs)</summary> - elastic#254901 — Rename indexes for alert events and actions (@adcoelho) - elastic#255810 — OAS for alert action routes (@adcoelho) </details> <details> <summary><strong>Observability & Monitoring</strong> (3 PRs)</summary> - elastic#254925 — Add ApmMiddleware to the rule executor (@adcoelho) - elastic#255115 — Add the withAPM decorator and apply it to the rules_client (@adcoelho) - elastic#255999 — Fix linting problem in apm middleware (@adcoelho) </details> <details> <summary><strong>CI & Maintenance</strong> (2 PRs)</summary> - elastic#257409 — Refactor SO services to use inversify DI for client initialization (@darnautov) - Fix alerting-v2-schema jest config (@darnautov) </details> --- --------- Co-authored-by: Dima Arnautov <dmitrii.arnautov@elastic.co> Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com> Co-authored-by: Kevin Delemme <kevin.delemme@elastic.co> Co-authored-by: Mike Côté <mikecote@users.noreply.github.com> Co-authored-by: Antonio <antonio.coelho@elastic.co> Co-authored-by: Kevin Delemme <kdelemme@gmail.com> Co-authored-by: Dominique Clarke <dominique.clarke@elastic.co> Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: Jason Rhodes <jason.rhodes@elastic.co> Co-authored-by: Yiannis Nikolopoulos <yiannis.nikolopoulos@elastic.co> Co-authored-by: Alexi Doak <109488926+doakalexi@users.noreply.github.com> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> Co-authored-by: Bailey Cash <bailey.cash@elastic.co> Co-authored-by: Anna Davydova <ana.davydova@elastic.co> Co-authored-by: Umberto Pepato <umbopepato@users.noreply.github.com> Co-authored-by: Jason Rhodes <jason.matthew.rhodes@gmail.com> Co-authored-by: Joana Cardoso <169058851+joana-cps@users.noreply.github.com>
Summary
Resolves #251324
Resolves #251316
This PR introduces a new reusable package
@kbn/alerting-v2-rule-formfor creating ES|QL alerting rules and integrates it into the Discover application.Discover.-.Elastic.1.webm
New Package:
@kbn/alerting-v2-rule-formA shared browser package that provides UI components for creating v2 alerting rules with ES|QL queries.
Exports:
ESQLRuleFormFlyout- A complete flyout component with form handling, validation, and rule creationRuleFields- Form field components for embedding in custom forms with your own form handlingFormValues- TypeScript type for form dataKey Features:
RuleDetailsFieldGroup(name, tags, enabled) andRuleExecutionFieldGroup(schedule, time field, lookback window, group by)AbortControllerto cancel in-flight requests when query changes (prevents race conditions)@kbn/alerting-v2-schemas(CreateRuleData,RuleResponse) for API request/response typingDiscover Integration
When in ES|QL mode, a new "Create Rule" button appears in the app menu that:
Screenshot
Files Changed
src/platform/packages/shared/kbn-alerting-v2-rule-form/get_create_rule.tsx,use_top_nav_links.tsxpackage.json,tsconfig.base.json,yarn.lockTesting
useCreateRule,useDataFields,useQueryColumnsyarn storybook alerting_v2_rule_formHow to Test
Checklist
Check the PR satisfies following conditions.
Reviewers should verify this PR satisfies this list as well.
release_note:breakinglabel should be applied in these situations.release_note:*label is applied per the guidelinesbackport:*labels.