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Panel filters get printed in reporting #141536

Closed
bhavyarm opened this issue Sep 22, 2022 · 2 comments · Fixed by #146335
Closed

Panel filters get printed in reporting #141536

bhavyarm opened this issue Sep 22, 2022 · 2 comments · Fixed by #146335
Labels
bug Fixes for quality problems that affect the customer experience (Deprecated) Feature:Reporting Use Reporting:Screenshot, Reporting:CSV, or Reporting:Framework instead Feature:Dashboard Dashboard related features impact:low Addressing this issue will have a low level of impact on the quality/strength of our product. loe:medium Medium Level of Effort Team:Presentation Presentation Team for Dashboard, Input Controls, and Canvas

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@bhavyarm
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Kibana version: 8.5.0 BC1

Elasticsearch version: 8.5.0 BC1

Server OS version: darwin_x86_64

Browser version: chrome latest

Browser OS version: OS X

Original install method (e.g. download page, yum, from source, etc.): from staging

Describe the bug: Panel filters get printed on reports.

Screen Shot 2022-09-22 at 5 39 20 PM

@bhavyarm bhavyarm added bug Fixes for quality problems that affect the customer experience Feature:Dashboard Dashboard related features (Deprecated) Feature:Reporting Use Reporting:Screenshot, Reporting:CSV, or Reporting:Framework instead Team:Presentation Presentation Team for Dashboard, Input Controls, and Canvas labels Sep 22, 2022
@kibanamachine kibanamachine added impact:needs-assessment Product and/or Engineering needs to evaluate the impact of the change. loe:needs-research This issue requires some research before it can be worked on or estimated labels Sep 22, 2022
@elasticmachine
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Pinging @elastic/kibana-presentation (Team:Presentation)

@ThomThomson ThomThomson added loe:medium Medium Level of Effort impact:low Addressing this issue will have a low level of impact on the quality/strength of our product. and removed triage_needed loe:needs-research This issue requires some research before it can be worked on or estimated impact:needs-assessment Product and/or Engineering needs to evaluate the impact of the change. labels Oct 20, 2022
@Heenawter
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Triaged - definitely annoying that this shows up in print mode, since you can't even see what the panel-level filters are! Seems like we could solve this fairly easily by hiding this entire top bar (except the title) from the embeddable panel side when in print mode - this would have the added benefit of hiding any other actions that show up in view/print mode.

Heenawter added a commit that referenced this issue Dec 6, 2022
Closes #141536
Closes #143386

## Summary

#136655 introduced a panel level
filters badge that would notify users when a visualization was being
filtered/queried on an individual panel level. While this exposed
important information about how the panels were being generated and made
it so that users no longer had to navigate to Lens/Visualize/etc. to see
this information, it introduced a lot of undesired clutter to
dashboards. This was especially annoying for dashboards in **view**
mode, since panel level filter/query information is primarily useful for
dashboard authors and thus this badge had minimal benefit despite its
large visual impact.

To fix this, this PR does three things:
1. Converts the panel filters badge to a single notification icon
    

![BeforeAndAfterFilterBadge](https://user-images.githubusercontent.com/8698078/205696453-c8a7bc85-46bf-4a0c-b206-bbb690577d9a.png)

2. Displays the filters in a popover rather than a modal



![BeforeAndAfterModal](https://user-images.githubusercontent.com/8698078/205758567-314e841d-646e-4cb6-973d-0fde79c2b9df.png)


3. Makes this notification icon only visible in **edit** mode - it no
longer shows up in view or print mode.

### How to Test
1. Create a visualization with panel level filters and/or queries.
- Note that the sample `[Flights] Global Flight Dashboard` dashboard
already has some visualizations with panel level filters, so you could
also use that instead.
3. Ensure that the panel level filters action icon **only** shows up in
edit mode
    - Swap to view mode and make sure there is no icon
    - Print a PDF or PNG report and make sure there is no icon
4. Ensure that the `"Edit filters"` button in the popover keeps context
when clicked, including allowing you to `"Save and return"` after being
taken to Lens/Visualize/etc.
5. Ensure that the contents of the popover react to changes to panel
level filters/queries

### 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] Any UI touched in this PR is usable by keyboard only (learn more
about [keyboard accessibility](https://webaim.org/techniques/keyboard/))
- [x] Any UI touched in this PR does not create any new axe failures
(run axe in browser:
[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),
[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))
- [x] This renders correctly on smaller devices using a responsive
layout. (You can test this [in your
browser](https://www.browserstack.com/guide/responsive-testing-on-local-server))
- [x] This was checked for [cross-browser
compatibility](https://www.elastic.co/support/matrix#matrix_browsers)



### For maintainers

- [ ] This was checked for breaking API changes and was [labeled
appropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)
kibanamachine pushed a commit to kibanamachine/kibana that referenced this issue Dec 6, 2022
Closes elastic#141536
Closes elastic#143386

## Summary

elastic#136655 introduced a panel level
filters badge that would notify users when a visualization was being
filtered/queried on an individual panel level. While this exposed
important information about how the panels were being generated and made
it so that users no longer had to navigate to Lens/Visualize/etc. to see
this information, it introduced a lot of undesired clutter to
dashboards. This was especially annoying for dashboards in **view**
mode, since panel level filter/query information is primarily useful for
dashboard authors and thus this badge had minimal benefit despite its
large visual impact.

To fix this, this PR does three things:
1. Converts the panel filters badge to a single notification icon

![BeforeAndAfterFilterBadge](https://user-images.githubusercontent.com/8698078/205696453-c8a7bc85-46bf-4a0c-b206-bbb690577d9a.png)

2. Displays the filters in a popover rather than a modal

![BeforeAndAfterModal](https://user-images.githubusercontent.com/8698078/205758567-314e841d-646e-4cb6-973d-0fde79c2b9df.png)

3. Makes this notification icon only visible in **edit** mode - it no
longer shows up in view or print mode.

### How to Test
1. Create a visualization with panel level filters and/or queries.
- Note that the sample `[Flights] Global Flight Dashboard` dashboard
already has some visualizations with panel level filters, so you could
also use that instead.
3. Ensure that the panel level filters action icon **only** shows up in
edit mode
    - Swap to view mode and make sure there is no icon
    - Print a PDF or PNG report and make sure there is no icon
4. Ensure that the `"Edit filters"` button in the popover keeps context
when clicked, including allowing you to `"Save and return"` after being
taken to Lens/Visualize/etc.
5. Ensure that the contents of the popover react to changes to panel
level filters/queries

### 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] Any UI touched in this PR is usable by keyboard only (learn more
about [keyboard accessibility](https://webaim.org/techniques/keyboard/))
- [x] Any UI touched in this PR does not create any new axe failures
(run axe in browser:
[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),
[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))
- [x] This renders correctly on smaller devices using a responsive
layout. (You can test this [in your
browser](https://www.browserstack.com/guide/responsive-testing-on-local-server))
- [x] This was checked for [cross-browser
compatibility](https://www.elastic.co/support/matrix#matrix_browsers)

### For maintainers

- [ ] This was checked for breaking API changes and was [labeled
appropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)

(cherry picked from commit a5d7818)
Heenawter added a commit to Heenawter/kibana that referenced this issue Dec 6, 2022
Closes elastic#141536
Closes elastic#143386

elastic#136655 introduced a panel level
filters badge that would notify users when a visualization was being
filtered/queried on an individual panel level. While this exposed
important information about how the panels were being generated and made
it so that users no longer had to navigate to Lens/Visualize/etc. to see
this information, it introduced a lot of undesired clutter to
dashboards. This was especially annoying for dashboards in **view**
mode, since panel level filter/query information is primarily useful for
dashboard authors and thus this badge had minimal benefit despite its
large visual impact.

To fix this, this PR does three things:
1. Converts the panel filters badge to a single notification icon

![BeforeAndAfterFilterBadge](https://user-images.githubusercontent.com/8698078/205696453-c8a7bc85-46bf-4a0c-b206-bbb690577d9a.png)

2. Displays the filters in a popover rather than a modal

![BeforeAndAfterModal](https://user-images.githubusercontent.com/8698078/205758567-314e841d-646e-4cb6-973d-0fde79c2b9df.png)

3. Makes this notification icon only visible in **edit** mode - it no
longer shows up in view or print mode.

1. Create a visualization with panel level filters and/or queries.
- Note that the sample `[Flights] Global Flight Dashboard` dashboard
already has some visualizations with panel level filters, so you could
also use that instead.
3. Ensure that the panel level filters action icon **only** shows up in
edit mode
    - Swap to view mode and make sure there is no icon
    - Print a PDF or PNG report and make sure there is no icon
4. Ensure that the `"Edit filters"` button in the popover keeps context
when clicked, including allowing you to `"Save and return"` after being
taken to Lens/Visualize/etc.
5. Ensure that the contents of the popover react to changes to panel
level filters/queries

- [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] Any UI touched in this PR is usable by keyboard only (learn more
about [keyboard accessibility](https://webaim.org/techniques/keyboard/))
- [x] Any UI touched in this PR does not create any new axe failures
(run axe in browser:
[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),
[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))
- [x] This renders correctly on smaller devices using a responsive
layout. (You can test this [in your
browser](https://www.browserstack.com/guide/responsive-testing-on-local-server))
- [x] This was checked for [cross-browser
compatibility](https://www.elastic.co/support/matrix#matrix_browsers)

- [ ] This was checked for breaking API changes and was [labeled
appropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)

(cherry picked from commit a5d7818)
kibanamachine referenced this issue Dec 6, 2022
…147134)

# Backport

This will backport the following commits from `main` to `8.6`:
- [[Dashboard] Change panel filters action visibility
(#146335)](#146335)

<!--- Backport version: 8.9.7 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

<!--BACKPORT [{"author":{"name":"Hannah
Mudge","email":"Heenawter@users.noreply.github.com"},"sourceCommit":{"committedDate":"2022-12-06T18:10:32Z","message":"[Dashboard]
Change panel filters action visibility (#146335)\n\nCloses
https://github.com/elastic/kibana/issues/141536\r\nCloses
https://github.com/elastic/kibana/issues/143386\r\n\r\n##
Summary\r\n\r\nhttps://github.com//pull/136655 introduced
a panel level\r\nfilters badge that would notify users when a
visualization was being\r\nfiltered/queried on an individual panel
level. While this exposed\r\nimportant information about how the panels
were being generated and made\r\nit so that users no longer had to
navigate to Lens/Visualize/etc. to see\r\nthis information, it
introduced a lot of undesired clutter to\r\ndashboards. This was
especially annoying for dashboards in **view**\r\nmode, since panel
level filter/query information is primarily useful for\r\ndashboard
authors and thus this badge had minimal benefit despite its\r\nlarge
visual impact.\r\n\r\nTo fix this, this PR does three things:\r\n1.
Converts the panel filters badge to a single notification icon\r\n
\r\n\r\n![BeforeAndAfterFilterBadge](https://user-images.githubusercontent.com/8698078/205696453-c8a7bc85-46bf-4a0c-b206-bbb690577d9a.png)\r\n\r\n2.
Displays the filters in a popover rather than a
modal\r\n\r\n\r\n\r\n![BeforeAndAfterModal](https://user-images.githubusercontent.com/8698078/205758567-314e841d-646e-4cb6-973d-0fde79c2b9df.png)\r\n\r\n\r\n3.
Makes this notification icon only visible in **edit** mode - it
no\r\nlonger shows up in view or print mode.\r\n\r\n### How to
Test\r\n1. Create a visualization with panel level filters and/or
queries.\r\n- Note that the sample `[Flights] Global Flight Dashboard`
dashboard\r\nalready has some visualizations with panel level filters,
so you could\r\nalso use that instead.\r\n3. Ensure that the panel level
filters action icon **only** shows up in\r\nedit mode\r\n - Swap to view
mode and make sure there is no icon\r\n - Print a PDF or PNG report and
make sure there is no icon\r\n4. Ensure that the `\"Edit filters\"`
button in the popover keeps context\r\nwhen clicked, including allowing
you to `\"Save and return\"` after being\r\ntaken to
Lens/Visualize/etc.\r\n5. Ensure that the contents of the popover react
to changes to panel\r\nlevel filters/queries\r\n\r\n###
Checklist\r\n\r\n- [x] [Unit or
functional\r\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\r\nwere
updated or added to match the most common scenarios\r\n- [x] Any UI
touched in this PR is usable by keyboard only (learn more\r\nabout
[keyboard accessibility](https://webaim.org/techniques/keyboard/))\r\n-
[x] Any UI touched in this PR does not create any new axe
failures\r\n(run axe in
browser:\r\n[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),\r\n[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))\r\n-
[x] This renders correctly on smaller devices using a
responsive\r\nlayout. (You can test this [in
your\r\nbrowser](https://www.browserstack.com/guide/responsive-testing-on-local-server))\r\n-
[x] This was checked for
[cross-browser\r\ncompatibility](https://www.elastic.co/support/matrix#matrix_browsers)\r\n\r\n\r\n\r\n###
For maintainers\r\n\r\n- [ ] This was checked for breaking API changes
and was
[labeled\r\nappropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)","sha":"a5d781882730902650ee2f870064f0720aaad901","branchLabelMapping":{"^v8.7.0$":"main","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["Feature:Dashboard","release_note:fix","Team:Presentation","loe:days","impact:high","backport:all-open","v8.7.0","v8.6.1"],"number":146335,"url":"https://github.com/elastic/kibana/pull/146335","mergeCommit":{"message":"[Dashboard]
Change panel filters action visibility (#146335)\n\nCloses
https://github.com/elastic/kibana/issues/141536\r\nCloses
https://github.com/elastic/kibana/issues/143386\r\n\r\n##
Summary\r\n\r\nhttps://github.com//pull/136655 introduced
a panel level\r\nfilters badge that would notify users when a
visualization was being\r\nfiltered/queried on an individual panel
level. While this exposed\r\nimportant information about how the panels
were being generated and made\r\nit so that users no longer had to
navigate to Lens/Visualize/etc. to see\r\nthis information, it
introduced a lot of undesired clutter to\r\ndashboards. This was
especially annoying for dashboards in **view**\r\nmode, since panel
level filter/query information is primarily useful for\r\ndashboard
authors and thus this badge had minimal benefit despite its\r\nlarge
visual impact.\r\n\r\nTo fix this, this PR does three things:\r\n1.
Converts the panel filters badge to a single notification icon\r\n
\r\n\r\n![BeforeAndAfterFilterBadge](https://user-images.githubusercontent.com/8698078/205696453-c8a7bc85-46bf-4a0c-b206-bbb690577d9a.png)\r\n\r\n2.
Displays the filters in a popover rather than a
modal\r\n\r\n\r\n\r\n![BeforeAndAfterModal](https://user-images.githubusercontent.com/8698078/205758567-314e841d-646e-4cb6-973d-0fde79c2b9df.png)\r\n\r\n\r\n3.
Makes this notification icon only visible in **edit** mode - it
no\r\nlonger shows up in view or print mode.\r\n\r\n### How to
Test\r\n1. Create a visualization with panel level filters and/or
queries.\r\n- Note that the sample `[Flights] Global Flight Dashboard`
dashboard\r\nalready has some visualizations with panel level filters,
so you could\r\nalso use that instead.\r\n3. Ensure that the panel level
filters action icon **only** shows up in\r\nedit mode\r\n - Swap to view
mode and make sure there is no icon\r\n - Print a PDF or PNG report and
make sure there is no icon\r\n4. Ensure that the `\"Edit filters\"`
button in the popover keeps context\r\nwhen clicked, including allowing
you to `\"Save and return\"` after being\r\ntaken to
Lens/Visualize/etc.\r\n5. Ensure that the contents of the popover react
to changes to panel\r\nlevel filters/queries\r\n\r\n###
Checklist\r\n\r\n- [x] [Unit or
functional\r\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\r\nwere
updated or added to match the most common scenarios\r\n- [x] Any UI
touched in this PR is usable by keyboard only (learn more\r\nabout
[keyboard accessibility](https://webaim.org/techniques/keyboard/))\r\n-
[x] Any UI touched in this PR does not create any new axe
failures\r\n(run axe in
browser:\r\n[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),\r\n[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))\r\n-
[x] This renders correctly on smaller devices using a
responsive\r\nlayout. (You can test this [in
your\r\nbrowser](https://www.browserstack.com/guide/responsive-testing-on-local-server))\r\n-
[x] This was checked for
[cross-browser\r\ncompatibility](https://www.elastic.co/support/matrix#matrix_browsers)\r\n\r\n\r\n\r\n###
For maintainers\r\n\r\n- [ ] This was checked for breaking API changes
and was
[labeled\r\nappropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)","sha":"a5d781882730902650ee2f870064f0720aaad901"}},"sourceBranch":"main","suggestedTargetBranches":["8.6"],"targetPullRequestStates":[{"branch":"main","label":"v8.7.0","labelRegex":"^v8.7.0$","isSourceBranch":true,"state":"MERGED","url":"https://github.com/elastic/kibana/pull/146335","number":146335,"mergeCommit":{"message":"[Dashboard]
Change panel filters action visibility (#146335)\n\nCloses
https://github.com/elastic/kibana/issues/141536\r\nCloses
https://github.com/elastic/kibana/issues/143386\r\n\r\n##
Summary\r\n\r\nhttps://github.com//pull/136655 introduced
a panel level\r\nfilters badge that would notify users when a
visualization was being\r\nfiltered/queried on an individual panel
level. While this exposed\r\nimportant information about how the panels
were being generated and made\r\nit so that users no longer had to
navigate to Lens/Visualize/etc. to see\r\nthis information, it
introduced a lot of undesired clutter to\r\ndashboards. This was
especially annoying for dashboards in **view**\r\nmode, since panel
level filter/query information is primarily useful for\r\ndashboard
authors and thus this badge had minimal benefit despite its\r\nlarge
visual impact.\r\n\r\nTo fix this, this PR does three things:\r\n1.
Converts the panel filters badge to a single notification icon\r\n
\r\n\r\n![BeforeAndAfterFilterBadge](https://user-images.githubusercontent.com/8698078/205696453-c8a7bc85-46bf-4a0c-b206-bbb690577d9a.png)\r\n\r\n2.
Displays the filters in a popover rather than a
modal\r\n\r\n\r\n\r\n![BeforeAndAfterModal](https://user-images.githubusercontent.com/8698078/205758567-314e841d-646e-4cb6-973d-0fde79c2b9df.png)\r\n\r\n\r\n3.
Makes this notification icon only visible in **edit** mode - it
no\r\nlonger shows up in view or print mode.\r\n\r\n### How to
Test\r\n1. Create a visualization with panel level filters and/or
queries.\r\n- Note that the sample `[Flights] Global Flight Dashboard`
dashboard\r\nalready has some visualizations with panel level filters,
so you could\r\nalso use that instead.\r\n3. Ensure that the panel level
filters action icon **only** shows up in\r\nedit mode\r\n - Swap to view
mode and make sure there is no icon\r\n - Print a PDF or PNG report and
make sure there is no icon\r\n4. Ensure that the `\"Edit filters\"`
button in the popover keeps context\r\nwhen clicked, including allowing
you to `\"Save and return\"` after being\r\ntaken to
Lens/Visualize/etc.\r\n5. Ensure that the contents of the popover react
to changes to panel\r\nlevel filters/queries\r\n\r\n###
Checklist\r\n\r\n- [x] [Unit or
functional\r\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\r\nwere
updated or added to match the most common scenarios\r\n- [x] Any UI
touched in this PR is usable by keyboard only (learn more\r\nabout
[keyboard accessibility](https://webaim.org/techniques/keyboard/))\r\n-
[x] Any UI touched in this PR does not create any new axe
failures\r\n(run axe in
browser:\r\n[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),\r\n[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))\r\n-
[x] This renders correctly on smaller devices using a
responsive\r\nlayout. (You can test this [in
your\r\nbrowser](https://www.browserstack.com/guide/responsive-testing-on-local-server))\r\n-
[x] This was checked for
[cross-browser\r\ncompatibility](https://www.elastic.co/support/matrix#matrix_browsers)\r\n\r\n\r\n\r\n###
For maintainers\r\n\r\n- [ ] This was checked for breaking API changes
and was
[labeled\r\nappropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)","sha":"a5d781882730902650ee2f870064f0720aaad901"}},{"branch":"8.6","label":"v8.6.1","labelRegex":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"}]}]
BACKPORT-->

Co-authored-by: Hannah Mudge <Heenawter@users.noreply.github.com>
Heenawter referenced this issue Dec 7, 2022
…147135)

# Backport

This will backport the following commits from `main` to `8.5`:
- [[Dashboard] Change panel filters action visibility
(#146335)](#146335)

<!--- Backport version: 8.9.7 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

<!--BACKPORT [{"author":{"name":"Hannah
Mudge","email":"Heenawter@users.noreply.github.com"},"sourceCommit":{"committedDate":"2022-12-06T18:10:32Z","message":"[Dashboard]
Change panel filters action visibility (#146335)\n\nCloses
https://github.com/elastic/kibana/issues/141536\r\nCloses
https://github.com/elastic/kibana/issues/143386\r\n\r\n##
Summary\r\n\r\nhttps://github.com//pull/136655 introduced
a panel level\r\nfilters badge that would notify users when a
visualization was being\r\nfiltered/queried on an individual panel
level. While this exposed\r\nimportant information about how the panels
were being generated and made\r\nit so that users no longer had to
navigate to Lens/Visualize/etc. to see\r\nthis information, it
introduced a lot of undesired clutter to\r\ndashboards. This was
especially annoying for dashboards in **view**\r\nmode, since panel
level filter/query information is primarily useful for\r\ndashboard
authors and thus this badge had minimal benefit despite its\r\nlarge
visual impact.\r\n\r\nTo fix this, this PR does three things:\r\n1.
Converts the panel filters badge to a single notification icon\r\n
\r\n\r\n![BeforeAndAfterFilterBadge](https://user-images.githubusercontent.com/8698078/205696453-c8a7bc85-46bf-4a0c-b206-bbb690577d9a.png)\r\n\r\n2.
Displays the filters in a popover rather than a
modal\r\n\r\n\r\n\r\n![BeforeAndAfterModal](https://user-images.githubusercontent.com/8698078/205758567-314e841d-646e-4cb6-973d-0fde79c2b9df.png)\r\n\r\n\r\n3.
Makes this notification icon only visible in **edit** mode - it
no\r\nlonger shows up in view or print mode.\r\n\r\n### How to
Test\r\n1. Create a visualization with panel level filters and/or
queries.\r\n- Note that the sample `[Flights] Global Flight Dashboard`
dashboard\r\nalready has some visualizations with panel level filters,
so you could\r\nalso use that instead.\r\n3. Ensure that the panel level
filters action icon **only** shows up in\r\nedit mode\r\n - Swap to view
mode and make sure there is no icon\r\n - Print a PDF or PNG report and
make sure there is no icon\r\n4. Ensure that the `\"Edit filters\"`
button in the popover keeps context\r\nwhen clicked, including allowing
you to `\"Save and return\"` after being\r\ntaken to
Lens/Visualize/etc.\r\n5. Ensure that the contents of the popover react
to changes to panel\r\nlevel filters/queries\r\n\r\n###
Checklist\r\n\r\n- [x] [Unit or
functional\r\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\r\nwere
updated or added to match the most common scenarios\r\n- [x] Any UI
touched in this PR is usable by keyboard only (learn more\r\nabout
[keyboard accessibility](https://webaim.org/techniques/keyboard/))\r\n-
[x] Any UI touched in this PR does not create any new axe
failures\r\n(run axe in
browser:\r\n[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),\r\n[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))\r\n-
[x] This renders correctly on smaller devices using a
responsive\r\nlayout. (You can test this [in
your\r\nbrowser](https://www.browserstack.com/guide/responsive-testing-on-local-server))\r\n-
[x] This was checked for
[cross-browser\r\ncompatibility](https://www.elastic.co/support/matrix#matrix_browsers)\r\n\r\n\r\n\r\n###
For maintainers\r\n\r\n- [ ] This was checked for breaking API changes
and was
[labeled\r\nappropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)","sha":"a5d781882730902650ee2f870064f0720aaad901","branchLabelMapping":{"^v8.7.0$":"main","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["Feature:Dashboard","release_note:fix","Team:Presentation","loe:days","impact:high","backport:all-open","v8.7.0","v8.6.1"],"number":146335,"url":"https://github.com/elastic/kibana/pull/146335","mergeCommit":{"message":"[Dashboard]
Change panel filters action visibility (#146335)\n\nCloses
https://github.com/elastic/kibana/issues/141536\r\nCloses
https://github.com/elastic/kibana/issues/143386\r\n\r\n##
Summary\r\n\r\nhttps://github.com//pull/136655 introduced
a panel level\r\nfilters badge that would notify users when a
visualization was being\r\nfiltered/queried on an individual panel
level. While this exposed\r\nimportant information about how the panels
were being generated and made\r\nit so that users no longer had to
navigate to Lens/Visualize/etc. to see\r\nthis information, it
introduced a lot of undesired clutter to\r\ndashboards. This was
especially annoying for dashboards in **view**\r\nmode, since panel
level filter/query information is primarily useful for\r\ndashboard
authors and thus this badge had minimal benefit despite its\r\nlarge
visual impact.\r\n\r\nTo fix this, this PR does three things:\r\n1.
Converts the panel filters badge to a single notification icon\r\n
\r\n\r\n![BeforeAndAfterFilterBadge](https://user-images.githubusercontent.com/8698078/205696453-c8a7bc85-46bf-4a0c-b206-bbb690577d9a.png)\r\n\r\n2.
Displays the filters in a popover rather than a
modal\r\n\r\n\r\n\r\n![BeforeAndAfterModal](https://user-images.githubusercontent.com/8698078/205758567-314e841d-646e-4cb6-973d-0fde79c2b9df.png)\r\n\r\n\r\n3.
Makes this notification icon only visible in **edit** mode - it
no\r\nlonger shows up in view or print mode.\r\n\r\n### How to
Test\r\n1. Create a visualization with panel level filters and/or
queries.\r\n- Note that the sample `[Flights] Global Flight Dashboard`
dashboard\r\nalready has some visualizations with panel level filters,
so you could\r\nalso use that instead.\r\n3. Ensure that the panel level
filters action icon **only** shows up in\r\nedit mode\r\n - Swap to view
mode and make sure there is no icon\r\n - Print a PDF or PNG report and
make sure there is no icon\r\n4. Ensure that the `\"Edit filters\"`
button in the popover keeps context\r\nwhen clicked, including allowing
you to `\"Save and return\"` after being\r\ntaken to
Lens/Visualize/etc.\r\n5. Ensure that the contents of the popover react
to changes to panel\r\nlevel filters/queries\r\n\r\n###
Checklist\r\n\r\n- [x] [Unit or
functional\r\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\r\nwere
updated or added to match the most common scenarios\r\n- [x] Any UI
touched in this PR is usable by keyboard only (learn more\r\nabout
[keyboard accessibility](https://webaim.org/techniques/keyboard/))\r\n-
[x] Any UI touched in this PR does not create any new axe
failures\r\n(run axe in
browser:\r\n[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),\r\n[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))\r\n-
[x] This renders correctly on smaller devices using a
responsive\r\nlayout. (You can test this [in
your\r\nbrowser](https://www.browserstack.com/guide/responsive-testing-on-local-server))\r\n-
[x] This was checked for
[cross-browser\r\ncompatibility](https://www.elastic.co/support/matrix#matrix_browsers)\r\n\r\n\r\n\r\n###
For maintainers\r\n\r\n- [ ] This was checked for breaking API changes
and was
[labeled\r\nappropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)","sha":"a5d781882730902650ee2f870064f0720aaad901"}},"sourceBranch":"main","suggestedTargetBranches":[],"targetPullRequestStates":[{"branch":"main","label":"v8.7.0","labelRegex":"^v8.7.0$","isSourceBranch":true,"state":"MERGED","url":"https://github.com/elastic/kibana/pull/146335","number":146335,"mergeCommit":{"message":"[Dashboard]
Change panel filters action visibility (#146335)\n\nCloses
https://github.com/elastic/kibana/issues/141536\r\nCloses
https://github.com/elastic/kibana/issues/143386\r\n\r\n##
Summary\r\n\r\nhttps://github.com//pull/136655 introduced
a panel level\r\nfilters badge that would notify users when a
visualization was being\r\nfiltered/queried on an individual panel
level. While this exposed\r\nimportant information about how the panels
were being generated and made\r\nit so that users no longer had to
navigate to Lens/Visualize/etc. to see\r\nthis information, it
introduced a lot of undesired clutter to\r\ndashboards. This was
especially annoying for dashboards in **view**\r\nmode, since panel
level filter/query information is primarily useful for\r\ndashboard
authors and thus this badge had minimal benefit despite its\r\nlarge
visual impact.\r\n\r\nTo fix this, this PR does three things:\r\n1.
Converts the panel filters badge to a single notification icon\r\n
\r\n\r\n![BeforeAndAfterFilterBadge](https://user-images.githubusercontent.com/8698078/205696453-c8a7bc85-46bf-4a0c-b206-bbb690577d9a.png)\r\n\r\n2.
Displays the filters in a popover rather than a
modal\r\n\r\n\r\n\r\n![BeforeAndAfterModal](https://user-images.githubusercontent.com/8698078/205758567-314e841d-646e-4cb6-973d-0fde79c2b9df.png)\r\n\r\n\r\n3.
Makes this notification icon only visible in **edit** mode - it
no\r\nlonger shows up in view or print mode.\r\n\r\n### How to
Test\r\n1. Create a visualization with panel level filters and/or
queries.\r\n- Note that the sample `[Flights] Global Flight Dashboard`
dashboard\r\nalready has some visualizations with panel level filters,
so you could\r\nalso use that instead.\r\n3. Ensure that the panel level
filters action icon **only** shows up in\r\nedit mode\r\n - Swap to view
mode and make sure there is no icon\r\n - Print a PDF or PNG report and
make sure there is no icon\r\n4. Ensure that the `\"Edit filters\"`
button in the popover keeps context\r\nwhen clicked, including allowing
you to `\"Save and return\"` after being\r\ntaken to
Lens/Visualize/etc.\r\n5. Ensure that the contents of the popover react
to changes to panel\r\nlevel filters/queries\r\n\r\n###
Checklist\r\n\r\n- [x] [Unit or
functional\r\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\r\nwere
updated or added to match the most common scenarios\r\n- [x] Any UI
touched in this PR is usable by keyboard only (learn more\r\nabout
[keyboard accessibility](https://webaim.org/techniques/keyboard/))\r\n-
[x] Any UI touched in this PR does not create any new axe
failures\r\n(run axe in
browser:\r\n[FF](https://addons.mozilla.org/en-US/firefox/addon/axe-devtools/),\r\n[Chrome](https://chrome.google.com/webstore/detail/axe-web-accessibility-tes/lhdoppojpmngadmnindnejefpokejbdd?hl=en-US))\r\n-
[x] This renders correctly on smaller devices using a
responsive\r\nlayout. (You can test this [in
your\r\nbrowser](https://www.browserstack.com/guide/responsive-testing-on-local-server))\r\n-
[x] This was checked for
[cross-browser\r\ncompatibility](https://www.elastic.co/support/matrix#matrix_browsers)\r\n\r\n\r\n\r\n###
For maintainers\r\n\r\n- [ ] This was checked for breaking API changes
and was
[labeled\r\nappropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)","sha":"a5d781882730902650ee2f870064f0720aaad901"}},{"branch":"8.6","label":"v8.6.1","labelRegex":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"url":"https://github.com/elastic/kibana/pull/147134","number":147134,"state":"OPEN"}]}]
BACKPORT-->

Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
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bug Fixes for quality problems that affect the customer experience (Deprecated) Feature:Reporting Use Reporting:Screenshot, Reporting:CSV, or Reporting:Framework instead Feature:Dashboard Dashboard related features impact:low Addressing this issue will have a low level of impact on the quality/strength of our product. loe:medium Medium Level of Effort Team:Presentation Presentation Team for Dashboard, Input Controls, and Canvas
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