Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

[Dashboard] Change panel filters action visibility #146335

Merged

Conversation

Heenawter
Copy link
Contributor

@Heenawter Heenawter commented Nov 24, 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

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

    BeforeAndAfterModal

  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.
  2. 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
  3. 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.
  4. Ensure that the contents of the popover react to changes to panel level filters/queries

Checklist

For maintainers

@Heenawter Heenawter added Feature:Dashboard Dashboard related features Team:Presentation Presentation Team for Dashboard, Input Controls, and Canvas loe:medium Medium Level of Effort impact:high Addressing this issue will have a high level of impact on the quality/strength of our product. backport:all-open Backport to all branches that could still receive a release v8.7.0 v8.5.3 v8.6.1 labels Nov 24, 2022
@Heenawter Heenawter self-assigned this Nov 24, 2022
@Heenawter Heenawter removed the v8.5.3 label Nov 28, 2022
@Heenawter Heenawter force-pushed the change-panel-filters-action_2022-11-24 branch 2 times, most recently from 5ac6676 to 25fd724 Compare December 5, 2022 16:59
@Heenawter Heenawter force-pushed the change-panel-filters-action_2022-11-24 branch from 25fd724 to dce3124 Compare December 5, 2022 17:00
@Heenawter Heenawter force-pushed the change-panel-filters-action_2022-11-24 branch from 7932df4 to f9678a0 Compare December 5, 2022 22:07
@Heenawter Heenawter force-pushed the change-panel-filters-action_2022-11-24 branch from 69d3557 to 80106ef Compare December 5, 2022 22:37
@Heenawter Heenawter marked this pull request as ready for review December 6, 2022 15:39
@Heenawter Heenawter requested a review from a team as a code owner December 6, 2022 15:39
@elasticmachine
Copy link
Contributor

Pinging @elastic/kibana-presentation (Team:Presentation)

@kibana-ci
Copy link
Collaborator

💚 Build Succeeded

Metrics [docs]

Module Count

Fewer modules leads to a faster build time

id before after diff
dashboard 356 357 +1

Async chunks

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

id before after diff
dashboard 404.4KB 404.1KB -267.0B
Unknown metric groups

async chunk count

id before after diff
dashboard 8 7 -1

ESLint disabled in files

id before after diff
osquery 1 2 +1

ESLint disabled line counts

id before after diff
enterpriseSearch 19 21 +2
fleet 59 65 +6
osquery 109 115 +6
securitySolution 443 449 +6
total +20

Total ESLint disabled count

id before after diff
enterpriseSearch 20 22 +2
fleet 68 74 +6
osquery 110 117 +7
securitySolution 520 526 +6
total +21

History

To update your PR or re-run it, just comment with:
@elasticmachine merge upstream

cc @Heenawter

Copy link
Contributor

@nreese nreese left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

LGTM
code review, tested in chrome

kibanamachine pushed a commit to kibanamachine/kibana that referenced this pull request 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)
@kibanamachine
Copy link
Contributor

💔 Some backports could not be created

Status Branch Result
7.17 Backport failed because of merge conflicts
8.5 Backport failed because of merge conflicts
8.6

Note: Successful backport PRs will be merged automatically after passing CI.

Manual backport

To create the backport manually run:

node scripts/backport --pr 146335

Questions ?

Please refer to the Backport tool documentation

@Heenawter
Copy link
Contributor Author

💚 All backports created successfully

Status Branch Result
8.5

Note: Successful backport PRs will be merged automatically after passing CI.

Questions ?

Please refer to the Backport tool documentation

@Heenawter Heenawter removed the backport:all-open Backport to all branches that could still receive a release label Dec 6, 2022
Heenawter added a commit to Heenawter/kibana that referenced this pull request 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 added a commit that referenced this pull request 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 added a commit that referenced this pull request 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>
@bhavyarm bhavyarm removed the v8.5.3 label Dec 7, 2022
@mistic
Copy link
Member

mistic commented Dec 8, 2022

This PR didn't make it into v8.5.3.

@MakoWish
Copy link

Think this will make it for 8.5.4?

@Heenawter
Copy link
Contributor Author

Heenawter commented Dec 30, 2022

@MakoWish There are no current plans for an v8.5.4 release so, as of right now, the earliest version this will be available is v8.6.1 👍

@Heenawter Heenawter removed the v8.6.0 label Dec 30, 2022
@Heenawter Heenawter deleted the change-panel-filters-action_2022-11-24 branch December 30, 2022 16:35
kibanamachine added a commit that referenced this pull request Mar 8, 2023
# Backport

This will backport the following commits from `main` to `8.7`:
- [[DOCS] 8.7 Presentation docs
(#151797)](#151797)

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

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

<!--BACKPORT [{"author":{"name":"Kaarina
Tungseth","email":"kaarina.tungseth@elastic.co"},"sourceCommit":{"committedDate":"2023-03-08T22:09:43Z","message":"[DOCS]
8.7 Presentation docs (#151797)\n\n## Summary\r\n\r\n- #148331:
[Updated\r\nscreenshots](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/add-controls.html)\r\n-
#146335:\r\n[Docs](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/dashboard.html#search-or-filter-your-data)\r\n-
#146363:\r\n[Docs](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/dashboard.html#edit-panels)\r\n-
#144867:\r\n[Docs](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/add-controls.html#edit-controls)","sha":"e57883f3be8772c39cce0b6901a19f3aaf55d2d3","branchLabelMapping":{"^v8.8.0$":"main","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["Team:Docs","Team:Presentation","release_note:skip","v8.7.0","v8.8.0"],"number":151797,"url":"https://github.com/elastic/kibana/pull/151797","mergeCommit":{"message":"[DOCS]
8.7 Presentation docs (#151797)\n\n## Summary\r\n\r\n- #148331:
[Updated\r\nscreenshots](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/add-controls.html)\r\n-
#146335:\r\n[Docs](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/dashboard.html#search-or-filter-your-data)\r\n-
#146363:\r\n[Docs](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/dashboard.html#edit-panels)\r\n-
#144867:\r\n[Docs](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/add-controls.html#edit-controls)","sha":"e57883f3be8772c39cce0b6901a19f3aaf55d2d3"}},"sourceBranch":"main","suggestedTargetBranches":["8.7"],"targetPullRequestStates":[{"branch":"8.7","label":"v8.7.0","labelRegex":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"},{"branch":"main","label":"v8.8.0","labelRegex":"^v8.8.0$","isSourceBranch":true,"state":"MERGED","url":"https://github.com/elastic/kibana/pull/151797","number":151797,"mergeCommit":{"message":"[DOCS]
8.7 Presentation docs (#151797)\n\n## Summary\r\n\r\n- #148331:
[Updated\r\nscreenshots](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/add-controls.html)\r\n-
#146335:\r\n[Docs](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/dashboard.html#search-or-filter-your-data)\r\n-
#146363:\r\n[Docs](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/dashboard.html#edit-panels)\r\n-
#144867:\r\n[Docs](https://kibana_151797.docs-preview.app.elstc.co/guide/en/kibana/master/add-controls.html#edit-controls)","sha":"e57883f3be8772c39cce0b6901a19f3aaf55d2d3"}}]}]
BACKPORT-->

Co-authored-by: Kaarina Tungseth <kaarina.tungseth@elastic.co>
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
Feature:Dashboard Dashboard related features impact:high Addressing this issue will have a high level of impact on the quality/strength of our product. loe:medium Medium Level of Effort release_note:fix Team:Presentation Presentation Team for Dashboard, Input Controls, and Canvas v8.6.1 v8.7.0
Projects
None yet
Development

Successfully merging this pull request may close these issues.

[Dashboard] Switch "Panel filters" badge to be a single icon Panel filters get printed in reporting
8 participants