[ILM ] Fix logic for showing/hiding recommended allocation on Cloud

x-pack/plugins/index_lifecycle_management/__jest__/client_integration/edit_policy/edit_policy.helpers.tsx

@@ -183,6 +183,13 @@ export const setup = async (arg?: {
 
   const enable = (phase: Phases) => createFormToggleAction(`enablePhaseSwitch-${phase}`);
 
+  const showDataAllocationOptions = (phase: Phases) => () => {
+    act(() => {
+      find(`${phase}-dataTierAllocationControls.dataTierSelect`).simulate('click');
+    });
+    component.update();
+  };
+
   const createMinAgeActions = (phase: Phases) => {
     return {
       hasMinAgeInput: () => exists(`${phase}-selectedMinimumAge`),
@@ -379,6 +386,7 @@ export const setup = async (arg?: {
       },
       warm: {
         enable: enable('warm'),
+        showDataAllocationOptions: showDataAllocationOptions('warm'),
         ...createMinAgeActions('warm'),
         setReplicas: setReplicas('warm'),
         hasErrorIndicator: () => exists('phaseErrorIndicator-warm'),
@@ -390,6 +398,7 @@ export const setup = async (arg?: {
       },
       cold: {
         enable: enable('cold'),
+        showDataAllocationOptions: showDataAllocationOptions('cold'),
         ...createMinAgeActions('cold'),
         setReplicas: setReplicas('cold'),
         setFreeze,

x-pack/plugins/index_lifecycle_management/__jest__/client_integration/edit_policy/edit_policy.test.ts

@@ -693,43 +693,52 @@ describe('<EditPolicy />', () => {
         expect(find('cold-dataTierAllocationControls.dataTierSelect').text()).toContain('Off');
       });
     });
-  });
-
-  describe('searchable snapshot', () => {
     describe('on cloud', () => {
-      describe('new policy', () => {
+      describe('using legacy data role config', () => {
         beforeEach(async () => {
-          // simulate creating a new policy
-          httpRequestsMockHelpers.setLoadPolicies([getDefaultHotPhasePolicy('')]);
+          httpRequestsMockHelpers.setLoadPolicies([getDefaultHotPhasePolicy('my_policy')]);
           httpRequestsMockHelpers.setListNodes({
-            isUsingDeprecatedDataRoleConfig: false,
             nodesByAttributes: { test: ['123'] },
-            nodesByRoles: { data: ['123'] },
+            // On cloud, even if there are data_* roles set, the default, recommended allocation option should not
+            // be available.
+            nodesByRoles: { data_hot: ['123'] },
+            isUsingDeprecatedDataRoleConfig: true,
           });
           httpRequestsMockHelpers.setListSnapshotRepos({ repositories: ['found-snapshots'] });
 
           await act(async () => {
-            testBed = await setup({ appServicesContext: { cloud: { isCloudEnabled: true } } });
+            testBed = await setup({
+              appServicesContext: {
+                cloud: {
+                  isCloudEnabled: true,
+                },
+                license: licensingMock.createLicense({ license: { type: 'basic' } }),
+              },
+            });
           });
 
           const { component } = testBed;
           component.update();
         });
-        test('defaults searchable snapshot to true on cloud', async () => {
-          const { find, actions } = testBed;
-          await actions.cold.enable(true);
-          expect(
-            find('searchableSnapshotField-cold.searchableSnapshotToggle').props()['aria-checked']
-          ).toBe(true);
+        test('removes default, recommended option', async () => {
+          const { actions, find } = testBed;
+          await actions.warm.enable(true);
+          actions.warm.showDataAllocationOptions();
+
+          expect(find('defaultDataAllocationOption').exists()).toBeFalsy();
+          expect(find('customDataAllocationOption').exists()).toBeTruthy();
+          expect(find('noneDataAllocationOption').exists()).toBeTruthy();
+          // Show the call-to-action for users to migrate their cluster to use node roles
+          expect(find('cloudDataTierCallout').exists()).toBeTruthy();
         });
       });
-      describe('existing policy', () => {
+      describe('using node roles', () => {
         beforeEach(async () => {
           httpRequestsMockHelpers.setLoadPolicies([getDefaultHotPhasePolicy('my_policy')]);
           httpRequestsMockHelpers.setListNodes({
-            isUsingDeprecatedDataRoleConfig: false,
             nodesByAttributes: { test: ['123'] },
-            nodesByRoles: { data: ['123'] },
+            nodesByRoles: { data_hot: ['123'] },
+            isUsingDeprecatedDataRoleConfig: false,
           });
           httpRequestsMockHelpers.setListSnapshotRepos({ repositories: ['found-snapshots'] });
 
@@ -740,19 +749,34 @@ describe('<EditPolicy />', () => {
           const { component } = testBed;
           component.update();
         });
-        test('correctly sets snapshot repository default to "found-snapshots"', async () => {
-          const { actions } = testBed;
+
+        test('should show recommended, custom and "off" options on cloud with data roles', async () => {
+          const { actions, find } = testBed;
+
+          await actions.warm.enable(true);
+          actions.warm.showDataAllocationOptions();
+          expect(find('defaultDataAllocationOption').exists()).toBeTruthy();
+          expect(find('customDataAllocationOption').exists()).toBeTruthy();
+          expect(find('noneDataAllocationOption').exists()).toBeTruthy();
+          // We should not be showing the call-to-action for users to activate the cold tier on cloud
+          expect(find('cloudMissingColdTierCallout').exists()).toBeFalsy();
+          // Do not show the call-to-action for users to migrate their cluster to use node roles
+          expect(find('cloudDataTierCallout').exists()).toBeFalsy();
+        });
+
+        test('should show cloud notice when cold tier nodes do not exist', async () => {
+          const { actions, find } = testBed;
           await actions.cold.enable(true);
-          await actions.cold.toggleSearchableSnapshot(true);
-          await actions.savePolicy();
-          const latestRequest = server.requests[server.requests.length - 1];
-          const request = JSON.parse(JSON.parse(latestRequest.requestBody).body);
-          expect(request.phases.cold.actions.searchable_snapshot.snapshot_repository).toEqual(
-            'found-snapshots'
-          );
+          expect(find('cloudMissingColdTierCallout').exists()).toBeTruthy();
+          // Assert that other notices are not showing
+          expect(find('defaultAllocationNotice').exists()).toBeFalsy();
+          expect(find('noNodeAttributesWarning').exists()).toBeFalsy();
         });
       });
     });
+  });
+
+  describe('searchable snapshot', () => {
     describe('on non-enterprise license', () => {
       beforeEach(async () => {
         httpRequestsMockHelpers.setLoadPolicies([getDefaultHotPhasePolicy('my_policy')]);
@@ -789,6 +813,64 @@ describe('<EditPolicy />', () => {
         expect(actions.cold.searchableSnapshotDisabledDueToLicense()).toBeTruthy();
       });
     });
+
+    describe('on cloud', () => {
+      describe('new policy', () => {
+        beforeEach(async () => {
+          // simulate creating a new policy
+          httpRequestsMockHelpers.setLoadPolicies([getDefaultHotPhasePolicy('')]);
+          httpRequestsMockHelpers.setListNodes({
+            nodesByAttributes: { test: ['123'] },
+            nodesByRoles: { data: ['123'] },
+            isUsingDeprecatedDataRoleConfig: false,
+          });
+          httpRequestsMockHelpers.setListSnapshotRepos({ repositories: ['found-snapshots'] });
+
+          await act(async () => {
+            testBed = await setup({ appServicesContext: { cloud: { isCloudEnabled: true } } });
+          });
+
+          const { component } = testBed;
+          component.update();
+        });
+        test('defaults searchable snapshot to true on cloud', async () => {
+          const { find, actions } = testBed;
+          await actions.cold.enable(true);
+          expect(
+            find('searchableSnapshotField-cold.searchableSnapshotToggle').props()['aria-checked']
+          ).toBe(true);
+        });
+      });
+      describe('existing policy', () => {
+        beforeEach(async () => {
+          httpRequestsMockHelpers.setLoadPolicies([getDefaultHotPhasePolicy('my_policy')]);
+          httpRequestsMockHelpers.setListNodes({
+            isUsingDeprecatedDataRoleConfig: false,
+            nodesByAttributes: { test: ['123'] },
+            nodesByRoles: { data_hot: ['123'] },
+          });
+          httpRequestsMockHelpers.setListSnapshotRepos({ repositories: ['found-snapshots'] });
+
+          await act(async () => {
+            testBed = await setup({ appServicesContext: { cloud: { isCloudEnabled: true } } });
+          });
+
+          const { component } = testBed;
+          component.update();
+        });
+        test('correctly sets snapshot repository default to "found-snapshots"', async () => {
+          const { actions } = testBed;
+          await actions.cold.enable(true);
+          await actions.cold.toggleSearchableSnapshot(true);
+          await actions.savePolicy();
+          const latestRequest = server.requests[server.requests.length - 1];
+          const request = JSON.parse(JSON.parse(latestRequest.requestBody).body);
+          expect(request.phases.cold.actions.searchable_snapshot.snapshot_repository).toEqual(
+            'found-snapshots'
+          );
+        });
+      });
+    });
   });
   describe('with rollover', () => {
     beforeEach(async () => {

x-pack/plugins/index_lifecycle_management/__jest__/client_integration/edit_policy/reactive_form/node_allocation.test.ts

@@ -125,7 +125,7 @@ describe('<EditPolicy /> node allocation', () => {
       expect(actions.warm.hasDefaultAllocationWarning()).toBeTruthy();
     });
 
-    test('shows default allocation notice when hot tier exists, but not warm tier', async () => {
+    test('when configuring warm phase shows default allocation notice when hot tier exists, but not warm tier', async () => {
       httpRequestsMockHelpers.setListNodes({
         nodesByAttributes: {},
         nodesByRoles: { data_hot: ['test'], data_cold: ['test'] },
@@ -309,7 +309,7 @@ describe('<EditPolicy /> node allocation', () => {
 
   describe('on cloud', () => {
     describe('with deprecated data role config', () => {
-      test('should hide data tier option on cloud using legacy node role configuration', async () => {
+      test('should hide data tier option on cloud', async () => {
         httpRequestsMockHelpers.setListNodes({
           nodesByAttributes: { test: ['123'] },
           // On cloud, if using legacy config there will not be any "data_*" roles set.
@@ -331,10 +331,29 @@ describe('<EditPolicy /> node allocation', () => {
         expect(exists('customDataAllocationOption')).toBeTruthy();
         expect(exists('noneDataAllocationOption')).toBeTruthy();
       });
+
+      test('should ask users to migrate to node roles when on cloud using legacy data role', async () => {
+        httpRequestsMockHelpers.setListNodes({
+          nodesByAttributes: { test: ['123'] },
+          // On cloud, if using legacy config there will not be any "data_*" roles set.
+          nodesByRoles: { data: ['test'] },
+          isUsingDeprecatedDataRoleConfig: true,
+        });
+        await act(async () => {
+          testBed = await setup({ appServicesContext: { cloud: { isCloudEnabled: true } } });
+        });
+        const { actions, component, exists } = testBed;
+
+        component.update();
+        await actions.warm.enable(true);
+        expect(component.find('.euiLoadingSpinner').exists()).toBeFalsy();
+
+        expect(exists('cloudDataTierCallout')).toBeTruthy();
+      });
     });
 
     describe('with node role config', () => {
-      test('shows off, custom and data role options on cloud with data roles', async () => {
+      test('shows data role, custom and "off" options on cloud with data roles', async () => {
         httpRequestsMockHelpers.setListNodes({
           nodesByAttributes: { test: ['123'] },
           nodesByRoles: { data: ['test'], data_hot: ['test'], data_warm: ['test'] },
@@ -372,7 +391,7 @@ describe('<EditPolicy /> node allocation', () => {
         await actions.cold.enable(true);
         expect(component.find('.euiLoadingSpinner').exists()).toBeFalsy();
 
-        expect(exists('cloudDataTierCallout')).toBeTruthy();
+        expect(exists('cloudMissingColdTierCallout')).toBeTruthy();
         // Assert that other notices are not showing
         expect(actions.cold.hasDefaultAllocationNotice()).toBeFalsy();
         expect(actions.cold.hasNoNodeAttrsWarning()).toBeFalsy();

x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/phases/shared_fields/data_tier_allocation_field/components/cloud_data_tier_callout.tsx

@@ -7,21 +7,38 @@
 
 import { i18n } from '@kbn/i18n';
 import React, { FunctionComponent } from 'react';
-import { EuiCallOut } from '@elastic/eui';
+import { EuiCallOut, EuiLink } from '@elastic/eui';
 
 const i18nTexts = {
   title: i18n.translate('xpack.indexLifecycleMgmt.editPolicy.cloudDataTierCallout.title', {
-    defaultMessage: 'Create a cold tier',
+    defaultMessage: 'Migrate to data tiers',
   }),
   body: i18n.translate('xpack.indexLifecycleMgmt.editPolicy.cloudDataTierCallout.body', {
-    defaultMessage: 'Edit your Elastic Cloud deployment to set up a cold tier.',
+    defaultMessage: 'Migrate your Elastic Cloud deployment to use data tiers.',
   }),
+  linkText: i18n.translate(
+    'xpack.indexLifecycleMgmt.editPolicy.cloudDataTierCallout.linkToCloudDeploymentDescription',
+    { defaultMessage: 'View cloud deployment' }
+  ),
 };
 
-export const CloudDataTierCallout: FunctionComponent = () => {
+interface Props {
+  linkToCloudDeployment?: string;
+}
+
+/**
+ * A call-to-action for users to migrate to data tiers if their cluster is still running
+ * the deprecated node.data:true config.
+ */
+export const CloudDataTierCallout: FunctionComponent<Props> = ({ linkToCloudDeployment }) => {
   return (
     <EuiCallOut title={i18nTexts.title} data-test-subj="cloudDataTierCallout">
-      {i18nTexts.body}
+      {i18nTexts.body}{' '}
+      {Boolean(linkToCloudDeployment) && (
+        <EuiLink href={linkToCloudDeployment} external>
+          {i18nTexts.linkText}
+        </EuiLink>
+      )}
     </EuiCallOut>
   );
 };

x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/phases/shared_fields/data_tier_allocation_field/components/default_allocation_notice.tsx

@@ -11,8 +11,6 @@ import { EuiCallOut } from '@elastic/eui';
 
 import { PhaseWithAllocation, DataTierRole } from '../../../../../../../../../common/types';
 
-import { AllocationNodeRole } from '../../../../../../../lib';
-
 const i18nTextsNodeRoleToDataTier: Record<DataTierRole, string> = {
   data_hot: i18n.translate('xpack.indexLifecycleMgmt.editPolicy.dataTierHotLabel', {
     defaultMessage: 'hot',
@@ -84,24 +82,13 @@ const i18nTexts = {
 
 interface Props {
   phase: PhaseWithAllocation;
-  targetNodeRole: AllocationNodeRole;
+  targetNodeRole: DataTierRole;
 }
 
 export const DefaultAllocationNotice: FunctionComponent<Props> = ({ phase, targetNodeRole }) => {
-  const content =
-    targetNodeRole === 'none' ? (
-      <EuiCallOut
-        data-test-subj="defaultAllocationWarning"
-        title={i18nTexts.warning[phase].title}
-        color="warning"
-      >
-        {i18nTexts.warning[phase].body}
-      </EuiCallOut>
-    ) : (
-      <EuiCallOut data-test-subj="defaultAllocationNotice" title={i18nTexts.notice[phase].title}>
-        {i18nTexts.notice[phase].body(targetNodeRole)}
-      </EuiCallOut>
-    );
-
-  return content;
+  return (
+    <EuiCallOut data-test-subj="defaultAllocationNotice" title={i18nTexts.notice[phase].title}>
+      {i18nTexts.notice[phase].body(targetNodeRole)}
+    </EuiCallOut>
+  );
 };