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[Search] onboarding agent page context awareness#261404

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wildemat wants to merge 9 commits intoelastic:mainfrom
wildemat:fix/agent-builder-page-context
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[Search] onboarding agent page context awareness#261404
wildemat wants to merge 9 commits intoelastic:mainfrom
wildemat:fix/agent-builder-page-context

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@wildemat wildemat commented Apr 6, 2026

Summary

Adds a blip to the search onboarding agent's AGENTS.md about using agent builder's page context to enrich the conversation

wildemat added 2 commits April 6, 2026 13:55
Agent Builder knows which Kibana page the user is on. This adds a Page
Context section that adapts the conversation based on the current page
(Index Management, Dev Tools, Connectors, File Data Visualizer, etc.).

When the user is already on Dev Tools, skip conceptual setup and jump
straight to generating the API snippets they need.

Made-with: Cursor
@wildemat wildemat changed the title fix/agent builder page context [Search] onboarding agent page context awareness Apr 6, 2026
@wildemat wildemat added release_note:skip Skip the PR/issue when compiling release notes backport:skip This PR does not require backporting v9.4.0 labels Apr 6, 2026
@wildemat wildemat marked this pull request as ready for review April 6, 2026 19:10
@wildemat wildemat requested a review from a team as a code owner April 6, 2026 19:10
wildemat and others added 6 commits April 8, 2026 14:32
…est to d0a8719 (main) (elastic#261066)

This PR contains the following updates:

| Package | Update | Change |
|---|---|---|
| docker.elastic.co/wolfi/chainguard-base-fips | digest | `87ba360` ->
`d0a8719` |

---

> [!WARNING]
> Some dependencies could not be looked up. Check the Dependency
Dashboard for more information.

---

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Automerge - At any time (no schedule defined).

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are satisfied.

♻ **Rebasing**: Whenever PR becomes conflicted, or you tick the
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🔕 **Ignore**: Close this PR and you won't be reminded about this update
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---

- [ ] <!-- rebase-check -->If you want to rebase/retry this PR, check
this box

---

This PR has been generated by [Renovate
Bot](https://github.com/renovatebot/renovate).

<!--renovate-debug:eyJjcmVhdGVkSW5WZXIiOiIzOS4xMDcuMCIsInVwZGF0ZWRJblZlciI6IjM5LjEwNy4wIiwidGFyZ2V0QnJhbmNoIjoibWFpbiIsImxhYmVscyI6WyJUZWFtOk9wZXJhdGlvbnMiLCJiYWNrcG9ydDpza2lwIiwiY2k6YnVpbGQtZG9ja2VyLWZpcHMiLCJyZWxlYXNlX25vdGU6c2tpcCJdfQ==-->

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Co-authored-by: elastic-renovate-prod[bot] <174716857+elastic-renovate-prod[bot]@users.noreply.github.com>
Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
Co-authored-by: Brad White <Ikuni17@users.noreply.github.com>
…tools flyout (elastic#261876)

> [!NOTE]
> Most of the changes in this PR are actually just files moved.

## Summary

This PR removes the dependency on `useExpandableFlyoutApi` from the code
in the `flyout_v2` folder. This should not have been there but it
slipped through the cracks. Currently, the `RelatedAttacks` logic in our
`Correlations` flyout would not work and the behavior would be broken,
trying to open a left expandable flyout next to a new flyout system
tools flyout.

Additionally, I took the opportunity to do the following cleanup:
- move a few hooks and functions to the `correlations` folder, that had
been left behind in the old `flyout` folder
- slightly changed a UI logic to always show the related attacks, even
if there are none. This was missed during code review, and is now more
in line with the other correlations items, both in the overview and in
the tools flyout

Correlations Overview
<img width="859" height="998" alt="Screenshot 2026-04-07 at 10 10 55 PM"
src="https://github.com/user-attachments/assets/8176742a-b4d0-48fe-88e3-e1291a8fca93"
/>

Correlations tools flyout
<img width="427" height="996" alt="Screenshot 2026-04-07 at 10 11 22 PM"
src="https://github.com/user-attachments/assets/e32329fb-9518-4da9-a9c0-99f5492544c8"
/>

## How to test

To see the new (emtpy) flyout in Security Solution, add this to your
`kibana.dev.yml` file:
```xpack.securitySolution.enableExperimental: [ 'newFlyoutSystemEnabled' ]```

Too see the new (emtpy) flyout in Discover, add this to your `kibana.dev.yml` file:
```discover.experimental.enabledProfiles: [
'enhanced-security-document-profile' ]```

### Checklist

- [x] [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
- [x] 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)
- [x] Review the [backport
guidelines](https://docs.google.com/document/d/1VyN5k91e5OVumlc0Gb9RPa3h1ewuPE705nRtioPiTvY/edit?usp=sharing)
and apply applicable `backport:*` labels.
…61593)

### Summary

Index threshold rule UI could list indices using the CPS project scope
(via `POST .../data/_indices` and `project_routing`), but the chart
preview called `POST
.../internal/triggers_actions_ui/data/_time_series_query` without
`project_routing`. The server-side Elasticsearch client then defaulted
to origin-only routing, so preview did not match the picker.

This change threads optional `**project_routing**` through the
time-series query API and the threshold visualization so preview uses
the same CPS scope as index selection.

### Changes

- **`triggers_actions_ui`**: Extend `TimeSeriesQuerySchema` with
optional `project_routing`; pass it from `timeSeriesQuery` into
**`search`** and **`fieldCaps`** (including `fetchDataViewBase` for KQL
filter typing).
- **`stack_alerts`**: `getThresholdRuleVisualizationData` accepts
optional `projectRouting` and sends **`project_routing`** in the JSON
body; **`ThresholdVisualization`** reads
`cps.cpsManager.getProjectRouting()` and passes it through, with a
refetch when routing changes.
- **Tests**: Schema validation for `project_routing`; unit tests for API
body shape; visualization tests for CPS vs no CPS; `time_series_query`
tests assert ES calls include `project_routing` when set.

### How to test

1. On a CPS-enabled serverless deployment, set the project picker to
search linked projects (`_alias:*` or equivalent).
2. Create or edit an index threshold rule targeting data outside the
origin project.
3. Confirm the preview chart loads data consistent with the selected
indices (not empty or scoped only to the origin project).

Made with [Cursor](https://cursor.com)
## Summary

Part of: elastic/security-team#15982.
(Resolves requirement `#4`)

This change introduces a dedicated **`StepCategory.KibanaCases`**
(`kibana.cases`) so Cases workflow steps are grouped under **Kibana →
Cases** in the workflow actions menu instead of sitting in the flat
Kibana list.

**Actions menu (`workflows_management`)**

- Builds a **Cases** subgroup (`id: kibana.cases`) under the Kibana
group via **`nestedGroups`**, then merges any non-empty nested group
into the parent’s **`options`** so the UI stays a normal tree of groups.
- Assigns **`pathIds`** on every group (full path from the root) so
choosing a nested group from **search** opens the correct depth (Kibana
→ Cases → …) instead of only appending the last segment.
- **`ActionsMenu`** uses `selectedOption.pathIds ?? [...currentPath,
id]` when entering a group.

**Shared spec**

- Adds **`StepCategory.KibanaCases`** in `@kbn/kbn-workflows` so step
definitions and UI routing can target the Cases bucket explicitly.

**Cases plugin**

- Updates all Cases **common workflow step** definitions to use
**`StepCategory.KibanaCases`** instead of **`StepCategory.Kibana`**.

**Agent builder**

- **`get_step_definitions_tool`**: maps connector types **`cases.*`** →
**`KibanaCases`** and keeps **`kibana.*`** → **`Kibana`**.

**Tests**

- Extends **`get_action_options.test.ts`** for nested Cases, empty Cases
group hidden, **`pathIds`**, and ordering expectations.

---

## Demo


https://github.com/user-attachments/assets/dc14c35d-f63c-4165-9c23-1590a22edf80

---
The onboarding agent in [the skills
repo](https://github.com/elastic/agent-skills-sandbox/tree/main/skills/elasticsearch/elasticsearch-onboarding)
is better suited for guiding a user through end-to-end solution
development. Agent Builder is limited with its ability to set up
resources for a user and deploy an application.

For this reason, the search onboarding agent should be aware of this
limitation in how it onboards a user.

This change instructs the agent to lean on API snippets the user can
leverage to create resources while still in Kibana, and help guide them
further if they wish to continue in their IDE. As such, we remove some
client/language specific code and language in this change.
@wildemat wildemat requested review from a team as code owners April 8, 2026 20:16
@botelastic botelastic bot added the Team:One Workflow Team label for One Workflow (Workflow automation) label Apr 8, 2026
@wildemat wildemat closed this Apr 8, 2026
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wildemat commented Apr 8, 2026

closed, botched merge

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wildemat commented Apr 8, 2026

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elasticmachine commented Apr 8, 2026

💔 Build Failed

Failed CI Steps

Metrics [docs]

Async chunks

Total size of all lazy-loaded chunks that will be downloaded as the user navigates the app

id before after diff
cases 2.0MB 2.0MB +154.0B
securitySolution 11.6MB 11.6MB +44.0B
stackAlerts 88.3KB 88.5KB +156.0B
workflowsManagement 2.2MB 2.2MB +651.0B
total +1005.0B

Page load bundle

Size of the bundles that are downloaded on every page load. Target size is below 100kb

id before after diff
agentBuilder 41.3KB 41.3KB +29.0B
workflowsExtensions 37.6KB 37.6KB +29.0B
workplaceAIApp 12.5KB 12.5KB +29.0B
total +87.0B

History

wildemat added a commit that referenced this pull request Apr 9, 2026
Re-opened after botched merge on [[Search] onboarding agent page context
awareness](#261404 (comment))
wildemat added a commit that referenced this pull request Apr 9, 2026
> [!NOTE]
> This change has some language referencing changes from [[Search]
onboarding agent page context
awareness](#261404 (comment)) and
[[Search] Onboarding agent api snippet
context](#261405 (comment)) so merge it
after those

## Summary

The public onboarding skill is getting an update to consolidate vector
solutions: [Consolidate search onboarding vector
reference](elastic/agent-skills-sandbox#335 (comment))

That same consolidation should happen for the agent builder chat
experience. The goal here is to catch more users seeking any vector db
related solutions. We also make sure to prioritize usage of EIS and
Jina.

We also make sure to call out the agent builder's limitation in write
access to the cluster and prioritize suggesting runnable API snippets
over client specific code.

Updated agent skill whitelist.
wildemat added a commit that referenced this pull request Apr 9, 2026
## Summary

Having merged these changes:
[[Search] add use-case-library skill to onboarding
agent](#261403 (comment))
[[Search] onboarding agent page context
awareness](#261404 (comment))
[[Search] Onboarding agent api snippet
context](#261405 (comment))
[[Search] Consolidate vector skill for onboarding
agent](#261406 (comment))

This PR adds a couple cleanup items:
- Prioritize Jina as the default EIS model
- Replace references to keyword/semantic/hybrid search with reference to
the consolidated vector-hybrid-search skill
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backport:skip This PR does not require backporting release_note:skip Skip the PR/issue when compiling release notes Team:One Workflow Team label for One Workflow (Workflow automation) v9.4.0

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