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[ES|QL] Enhances the inline documentation experience #192156

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merged 43 commits into from
Sep 19, 2024

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stratoula
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@stratoula stratoula commented Sep 5, 2024

Summary

Closes #166907

This PR:

  1. Changes the inline docs implementation to a flyout for Discover
image
  1. Adds the flyout to open from the help menu and removes it from the editor footer

  2. For the inline editing changes the docs to be rendered as a component inside the editor (exactly as the history component)

Note: The documentation in the inline editing has limited space (same problem has the history component). I need to sync with Ryan to see what we can do, I am exploring some ideas in follow up PRs

image
  1. Moves the esql docs to the language package and the script associated to this

Follow up

  • The language package should be renamed as the popover makes sense only for the formula implementation now. I will do it after this PR gets merged
  • See how we can give more space to the docs / history container when in inline mode

Note

The async bundle got increased as we want the ES|QL docs in unified search too. It wont be a problem as is loaded asynchronously.

Checklist

@stratoula stratoula changed the title Esql docs flyout [ES|QL] Enhances the inline documentation experience Sep 5, 2024
@@ -89,15 +88,15 @@ ES|QL can access the following metadata fields:
Use the \`METADATA\` directive to enable metadata fields:

\`\`\`
FROM index [METADATA _index, _id]
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ℹ️ Irrelevant with the change but I decided to fix the docs for metadata in this PR too

@elastic elastic deleted a comment from kibana-ci Sep 10, 2024
@elastic elastic deleted a comment from kibana-ci Sep 10, 2024
@elastic elastic deleted a comment from kibana-ci Sep 10, 2024
@@ -14,7 +14,6 @@ In order to enable text based languages on your unified search bar add `textBase


## Languages supported
- SQL: based on the Elasticsearch sql api
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Small cleanup

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ℹ️ Moved to the language package

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@ryankeairns thanx a lot, with your changes looks even better :)

I merged your PR, I added some i18n labels that were missing and also did this:

Close the 'ES|QL help' menu when a child item is clicked

I am also thinking to follow up with this stratoula#33. Wdty?

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The FT failure is irrelevant with this PR.

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@ryankeairns thanx a lot, with your changes looks even better :)

I merged your PR, I added some i18n labels that were missing and also did this:

Close the 'ES|QL help' menu when a child item is clicked

I am also thinking to follow up with this stratoula#33. Wdty?

Yep, makes good sense!
Helps both the history and docs ux.

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/ci

@ryankeairns ryankeairns self-requested a review September 18, 2024 13:46
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We are three days short of the 1-year anniversary for the issue that this PR closes. In the spirit of making much needed progress over perfection (the docs stay open now!), I say we get this merged and plan to follow up with a few items + address any new feedback.

Possible follow-on items for improving the inline docs experience include:

  • Esql docs flyout expandable2 stratoula/kibana#33
  • Closing other flyouts when opening this one and vice versa
  • (not specific to this set of work) Highlight found text upon using the search input
  • Layout adjustments for the inline editor (Marco's feedback)

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ryankeairns commented Sep 18, 2024

Found an issue :/

  • The header of the flyout can get covered up blocking you from closing it
  • I am not certain if this is an issue to address here or elsewhere

The steps to reproduce this are:

  1. Enable the new navigation via kibana.dev.yml
  2. Edit the space to use a solution nav (e.g. Search)
  3. Go to Discover
  4. Click on Try ES|QL
  5. Open the inline docs flyout from the ES|QL help menu
  6. Open the doc viewer flyout from the data grid (both are now open; the latter now determines the app menu width)
  7. Close the doc view flyout

Result
The header of the docs flyout is covered by the app menu (see image below)

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No objections on the technical side!

The docs generation script wasn't quite working so I fixed that in fe970f4. I also took the liberty of moving it back to a root-level scripts directory since it isn't really part of the source code of the package, and that matches the pattern I laid in kbn-esql-validation-autocomplete. That said, lmk if you disagree.

I do think the spacing is a little weird here and there, for example these lists:

Screenshot 2024-09-18 at 2 19 33 PM

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@elasticmachine merge upstream

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In addition to the aforementioned issue with the multiple flyouts, I don't think we want to ship with this scenario either (resizing with docs flyout in between) :/

Below, you'll see how resizing the doc viewer gets pretty funky if/when the inline docs panel is sandwiched in between.

Perhaps @davismcphee or @jughosta have some ideas given their deep knowledge of Discover and its near-infamous flyout trevails :D Can you all think of any creative solutions with this? As in, is it possible/how painful would it be to close the docs flyout when opening the doc viewer and vice versa?

CleanShot 2024-09-18 at 15 02 35

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@elasticmachine merge upstream

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💛 Build succeeded, but was flaky

Failed CI Steps

Test Failures

  • [job] [logs] FTR Configs #46 / Observability AI Assistant Functional tests feature_controls/settings_security.spec.ts ai assistant management privileges all privileges allows updating of an advanced setting
  • [job] [logs] Jest Tests #2 / SuggestUsersPopover calls onUsersChange when 1 user is selected
  • [job] [logs] Jest Tests #2 / SuggestUsersPopover calls onUsersChange when multiple users are selected
  • [job] [logs] Jest Tests #2 / TableSearch renders with initial value correctly

Metrics [docs]

Module Count

Fewer modules leads to a faster build time

id before after diff
esql 83 90 +7
lens 1453 1460 +7
stackAlerts 154 161 +7
unifiedSearch 272 291 +19
total +40

Public APIs missing comments

Total count of every public API that lacks a comment. Target amount is 0. Run node scripts/build_api_docs --plugin [yourplugin] --stats comments for more detailed information.

id before after diff
@kbn/language-documentation-popover 5 7 +2

Async chunks

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

id before after diff
dataVisualizer 725.1KB 725.2KB +32.0B
esql 184.1KB 174.9KB -9.2KB
lens 1.5MB 1.5MB +105.0B
stackAlerts 75.7KB 75.7KB +18.0B
unifiedSearch 218.5KB 343.5KB +125.0KB
total +115.9KB
Unknown metric groups

API count

id before after diff
@kbn/language-documentation-popover 7 11 +4
@kbn/text-based-editor 28 29 +1
esql 24 25 +1
total +6

async chunk count

id before after diff
unifiedSearch 20 21 +1

ESLint disabled line counts

id before after diff
@kbn/language-documentation-popover 0 1 +1

Total ESLint disabled count

id before after diff
@kbn/language-documentation-popover 0 1 +1

History

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

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Responded to @ryankeairns directly in Slack, but adding here too. If the ES|QL editor provides an onOpenDocsFlyout callback and some handle we can use to dismiss the flyout, e.g. through a React ref, we should be able to close the doc viewer when the docs flyout is opened and vice versa. We do similar for dismissing the doc viewer elsewhere in Discover already.

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stratoula commented Sep 19, 2024

@davismcphee how exactly are you thinking to do so? The flyout is rendered from the unified search. You mean adding extra properties to unified search? (and to the language component?) Sounds a bit dirty 🤔

But anyway I don't want to block this PR for this scenario. We can experiment in a follow up PR. The same behavior happens already in main between the docs viewer flyout and the inline editing flyout. So this behavior is not introduced here and we need to think it holistically I think. Maybe something we need to discuss with EUI?

meow

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ML changes LGTM 🎉

@stratoula stratoula merged commit dfbd7de into elastic:main Sep 19, 2024
26 checks passed
kibanamachine pushed a commit to kibanamachine/kibana that referenced this pull request Sep 19, 2024
## Summary

Closes elastic#166907

This PR:

1. Changes the inline docs implementation to a flyout for Discover

<img width="1256" alt="image"
src="https://github.com/user-attachments/assets/3665c73a-82d5-49b9-88c3-e129eda63885">

2. Adds the flyout to open from the help menu and removes it from the
editor footer

3. For the inline editing changes the docs to be rendered as a component
inside the editor (exactly as the history component)

Note: The documentation in the inline editing has limited space (same
problem has the history component). I need to sync with Ryan to see what
we can do, I am exploring some ideas in follow up PRs

<img width="647" alt="image"
src="https://github.com/user-attachments/assets/2fa9fcc3-2a07-4bea-b675-5ae6578696d3">

4. Moves the esql docs to the language package and the script associated
to this

### Follow up
- The language package should be renamed as the `popover` makes sense
only for the formula implementation now. I will do it after this PR gets
merged
- See how we can give more space to the docs / history container when in
inline mode

### Note
The async bundle got increased as we want the ES|QL docs in unified
search too. It wont be a problem as is loaded asynchronously.

### Checklist

- [ ] Any text added follows [EUI's writing
guidelines](https://elastic.github.io/eui/#/guidelines/writing), uses
sentence case text and includes [i18n
support](https://github.com/elastic/kibana/blob/main/packages/kbn-i18n/README.md)
- [ ]
[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)
was added for features that require explanation or tutorials
- [ ] [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
- [ ] Any UI touched in this PR is usable by keyboard only (learn more
about [keyboard accessibility](https://webaim.org/techniques/keyboard/))
- [ ] 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))
- [ ] 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))
- [ ] This was checked for [cross-browser
compatibility](https://www.elastic.co/support/matrix#matrix_browsers)

---------

Co-authored-by: kibanamachine <[email protected]>
Co-authored-by: Ryan Keairns <[email protected]>
Co-authored-by: Drew Tate <[email protected]>
Co-authored-by: Elastic Machine <[email protected]>
(cherry picked from commit dfbd7de)
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💚 All backports created successfully

Status Branch Result
8.x

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

Questions ?

Please refer to the Backport tool documentation

kibanamachine added a commit that referenced this pull request Sep 19, 2024
…193444)

# Backport

This will backport the following commits from `main` to `8.x`:
- [[ES|QL] Enhances the inline documentation experience
(#192156)](#192156)

<!--- Backport version: 9.4.3 -->

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

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Enhances the inline documentation experience (#192156)\n\n##
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Enhances the inline documentation experience (#192156)\n\n##
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https://github.com/elastic/kibana/issues/166907\r\n\r\nThis
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writing\r\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
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[i18n\r\nsupport](https://github.com/elastic/kibana/blob/main/packages/kbn-i18n/README.md)\r\n-
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[ ] Any UI touched in this PR does not create any new axe
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[ ] This was checked for
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BACKPORT-->

Co-authored-by: Stratoula Kalafateli <[email protected]>
@davismcphee
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The flyout is rendered from the unified search. You mean adding extra properties to unified search? (and to the language component?) Sounds a bit dirty 🤔

@stratoula Yup exactly what I'm thinking! Although I wouldn't necessarily consider it dirty unless there's an alternative I'm unaware of 😅 It seems like a fairly standard way to implement it in React IMO. But no worries not blocking this PR over it, it can be looked into as part of #193452 @ryankeairns created. I agree with a holistic solution too (mentioned this to @ryankeairns in Slack as well), and if EUI can help with that, great. Otherwise I'm not above introducing something like a "flyout manager" in Discover and handling it the good old fashion way through props and refs 😁

@stratoula
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Hahaha the fly out manager is a very cool idea. I vote ++ for it.

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[ES|QL] - Enhancing ES|QL query writing experience with Anchored Documentation Panel
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