[ILM] Add forcemerge action to hot phase with a rollover enabled

x-pack/plugins/index_lifecycle_management/__jest__/components/edit_policy.test.tsx

@@ -275,6 +275,40 @@ describe('edit policy', () => {
       save(rendered);
       expectedErrorMessages(rendered, [positiveNumbersAboveZeroErrorMessage]);
     });
+    test('should show forcemerge input when rollover enabled', () => {
+      const rendered = mountWithIntl(component);
+      setPolicyName(rendered, 'mypolicy');
+      expect(findTestSubject(rendered, 'hot-forceMergeSwitch').exists()).toBeTruthy();
+    });
+    test('should hide forcemerge input when rollover is disabled', () => {
+      const rendered = mountWithIntl(component);
+      setPolicyName(rendered, 'mypolicy');
+      noRollover(rendered);
+      rendered.update();
+      expect(findTestSubject(rendered, 'hot-forceMergeSwitch').exists()).toBeFalsy();
+    });
+    test('should show positive number required above zero error when trying to save hot phase with 0 for force merge', async () => {
+      const rendered = mountWithIntl(component);
+      setPolicyName(rendered, 'mypolicy');
+      findTestSubject(rendered, 'hot-forceMergeSwitch').simulate('click');
+      rendered.update();
+      const forcemergeInput = findTestSubject(rendered, 'hot-selectedForceMergeSegments');
+      forcemergeInput.simulate('change', { target: { value: '0' } });
+      rendered.update();
+      save(rendered);
+      expectedErrorMessages(rendered, [positiveNumbersAboveZeroErrorMessage]);
+    });
+    test('should show positive number above 0 required error when trying to save hot phase with -1 for force merge', async () => {
+      const rendered = mountWithIntl(component);
+      setPolicyName(rendered, 'mypolicy');
+      findTestSubject(rendered, 'hot-forceMergeSwitch').simulate('click');
+      rendered.update();
+      const forcemergeInput = findTestSubject(rendered, 'hot-selectedForceMergeSegments');
+      forcemergeInput.simulate('change', { target: { value: '-1' } });
+      rendered.update();
+      save(rendered);
+      expectedErrorMessages(rendered, [positiveNumbersAboveZeroErrorMessage]);
+    });
     test('should show positive number required error when trying to save with -1 for index priority', () => {
       const rendered = mountWithIntl(component);
       noRollover(rendered);
@@ -364,10 +398,10 @@ describe('edit policy', () => {
       setPolicyName(rendered, 'mypolicy');
       await activatePhase(rendered, 'warm');
       setPhaseAfter(rendered, 'warm', '1');
-      findTestSubject(rendered, 'forceMergeSwitch').simulate('click');
+      findTestSubject(rendered, 'warm-forceMergeSwitch').simulate('click');
       rendered.update();
-      const shrinkInput = rendered.find('input#warm-selectedForceMergeSegments');
-      shrinkInput.simulate('change', { target: { value: '0' } });
+      const forcemergeInput = findTestSubject(rendered, 'warm-selectedForceMergeSegments');
+      forcemergeInput.simulate('change', { target: { value: '0' } });
       rendered.update();
       save(rendered);
       expectedErrorMessages(rendered, [positiveNumbersAboveZeroErrorMessage]);
@@ -378,10 +412,10 @@ describe('edit policy', () => {
       setPolicyName(rendered, 'mypolicy');
       await activatePhase(rendered, 'warm');
       setPhaseAfter(rendered, 'warm', '1');
-      findTestSubject(rendered, 'forceMergeSwitch').simulate('click');
+      findTestSubject(rendered, 'warm-forceMergeSwitch').simulate('click');
       rendered.update();
-      const shrinkInput = rendered.find('input#warm-selectedForceMergeSegments');
-      shrinkInput.simulate('change', { target: { value: '-1' } });
+      const forcemergeInput = findTestSubject(rendered, 'warm-selectedForceMergeSegments');
+      forcemergeInput.simulate('change', { target: { value: '-1' } });
       rendered.update();
       save(rendered);
       expectedErrorMessages(rendered, [positiveNumbersAboveZeroErrorMessage]);

x-pack/plugins/index_lifecycle_management/common/types/policies.ts

@@ -41,6 +41,9 @@ export interface SerializedHotPhase extends SerializedPhase {
       max_age?: string;
       max_docs?: number;
     };
+    forcemerge?: {
+      max_num_segments: number;
+    };
     set_priority?: {
       priority: number | null;
     };
@@ -131,7 +134,15 @@ export interface PhaseWithIndexPriority {
   phaseIndexPriority: string;
 }
 
-export interface HotPhase extends CommonPhaseSettings, PhaseWithIndexPriority {
+export interface PhaseWithForcemergeAction {
+  forceMergeEnabled: boolean;
+  selectedForceMergeSegments: string;
+}
+
+export interface HotPhase
+  extends CommonPhaseSettings,
+    PhaseWithIndexPriority,
+    PhaseWithForcemergeAction {
   rolloverEnabled: boolean;
   selectedMaxSizeStored: string;
   selectedMaxSizeStoredUnits: string;
@@ -144,12 +155,11 @@ export interface WarmPhase
   extends CommonPhaseSettings,
     PhaseWithMinAge,
     PhaseWithAllocationAction,
-    PhaseWithIndexPriority {
+    PhaseWithIndexPriority,
+    PhaseWithForcemergeAction {
   warmPhaseOnRollover: boolean;
   shrinkEnabled: boolean;
   selectedPrimaryShardCount: string;
-  forceMergeEnabled: boolean;
-  selectedForceMergeSegments: string;
 }
 
 export interface ColdPhase

x-pack/plugins/index_lifecycle_management/public/application/constants/policy.ts

@@ -20,6 +20,8 @@ export const defaultNewHotPhase: HotPhase = {
   selectedMaxAgeUnits: 'd',
   selectedMaxSizeStored: '50',
   selectedMaxSizeStoredUnits: 'gb',
+  forceMergeEnabled: false,
+  selectedForceMergeSegments: '',
   phaseIndexPriority: '100',
   selectedMaxDocuments: '',
 };

x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/forcemerge.tsx

@@ -0,0 +1,97 @@
+/*
+ * Copyright Elasticsearch B.V. and/or licensed to Elasticsearch B.V. under one
+ * or more contributor license agreements. Licensed under the Elastic License;
+ * you may not use this file except in compliance with the Elastic License.
+ */
+
+import { FormattedMessage } from '@kbn/i18n/react';
+import {
+  EuiDescribedFormGroup,
+  EuiFieldNumber,
+  EuiSpacer,
+  EuiSwitch,
+  EuiTextColor,
+} from '@elastic/eui';
+import { i18n } from '@kbn/i18n';
+import React from 'react';
+import { LearnMoreLink } from './learn_more_link';
+import { ErrableFormRow } from './form_errors';
+import { Phases, PhaseWithForcemergeAction } from '../../../../../common/types';
+import { PhaseValidationErrors } from '../../../services/policies/policy_validation';
+
+const forcemergeLabel = i18n.translate('xpack.indexLifecycleMgmt.warmPhase.forceMergeDataLabel', {
+  defaultMessage: 'Force merge data',
+});
+
+interface Props {
+  errors?: PhaseValidationErrors<PhaseWithForcemergeAction>;
+  phase: keyof Phases & string;
+  phaseData: PhaseWithForcemergeAction;
+  setPhaseData: (dataKey: keyof PhaseWithForcemergeAction, value: boolean | string) => void;
+  isShowingErrors: boolean;
+}
+export const Forcemerge: React.FunctionComponent<Props> = ({
+  errors,
+  phaseData,
+  phase,
+  setPhaseData,
+  isShowingErrors,
+}) => {
+  return (
+    <EuiDescribedFormGroup
+      title={
+        <h3>
+          <FormattedMessage
+            id="xpack.indexLifecycleMgmt.editPolicy.warmPhase.forceMergeDataText"
+            defaultMessage="Force merge"
+          />
+        </h3>
+      }
+      description={
+        <EuiTextColor color="subdued">
+          <FormattedMessage
+            id="xpack.indexLifecycleMgmt.editPolicy.warmPhase.forceMergeDataExplanationText"
+            defaultMessage="Reduce the number of segments in your shard by merging smaller files and clearing deleted ones."
+          />{' '}
+          <LearnMoreLink docPath="indices-forcemerge.html" />
+        </EuiTextColor>
+      }
+      titleSize="xs"
+      fullWidth
+    >
+      <EuiSwitch
+        data-test-subj={`${phase}-forceMergeSwitch`}
+        label={forcemergeLabel}
+        aria-label={forcemergeLabel}
+        checked={phaseData.forceMergeEnabled}
+        onChange={(e) => {
+          setPhaseData('forceMergeEnabled', e.target.checked);
+        }}
+        aria-controls="forcemergeContent"
+      />
+
+      <EuiSpacer />
+      <div id="forcemergeContent" aria-live="polite" role="region">
+        {phaseData.forceMergeEnabled ? (
+          <ErrableFormRow
+            id={`${phase}-selectedForceMergeSegments`}
+            label={i18n.translate('xpack.indexLifecycleMgmt.warmPhase.numberOfSegmentsLabel', {
+              defaultMessage: 'Number of segments',
+            })}
+            isShowingErrors={isShowingErrors}
+            errors={errors?.selectedForceMergeSegments}
+          >
+            <EuiFieldNumber
+              data-test-subj={`${phase}-selectedForceMergeSegments`}
+              value={phaseData.selectedForceMergeSegments}
+              onChange={(e) => {
+                setPhaseData('selectedForceMergeSegments', e.target.value);
+              }}
+              min={1}
+            />
+          </ErrableFormRow>
+        ) : null}
+      </div>
+    </EuiDescribedFormGroup>
+  );
+};

x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/components/index.ts

@@ -15,3 +15,4 @@ export { PhaseErrorMessage } from './phase_error_message';
 export { PolicyJsonFlyout } from './policy_json_flyout';
 export { SetPriorityInput } from './set_priority_input';
 export { SnapshotPolicies } from './snapshot_policies';
+export { Forcemerge } from './forcemerge';

x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/phases/hot_phase.tsx

@@ -27,6 +27,7 @@ import {
   PhaseErrorMessage,
   ErrableFormRow,
   SetPriorityInput,
+  Forcemerge,
 } from '../components';
 
 const maxSizeStoredUnits = [
@@ -313,6 +314,15 @@ export class HotPhase extends PureComponent<Props> {
             </Fragment>
           ) : null}
         </EuiDescribedFormGroup>
+        {phaseData.rolloverEnabled ? (
+          <Forcemerge
+            phase={'hot'}
+            phaseData={phaseData}
+            setPhaseData={setPhaseData}
+            isShowingErrors={isShowingErrors}
+            errors={errors}
+          />
+        ) : null}
         <SetPriorityInput<HotPhaseInterface>
           errors={errors}
           phaseData={phaseData}

x-pack/plugins/index_lifecycle_management/public/application/sections/edit_policy/phases/warm_phase.tsx

@@ -29,6 +29,7 @@ import {
   SetPriorityInput,
   NodeAllocation,
   MinAgeInput,
+  Forcemerge,
 } from '../components';
 
 const shrinkLabel = i18n.translate('xpack.indexLifecycleMgmt.warmPhase.shrinkIndexLabel', {
@@ -42,10 +43,6 @@ const moveToWarmPhaseOnRolloverLabel = i18n.translate(
   }
 );
 
-const forcemergeLabel = i18n.translate('xpack.indexLifecycleMgmt.warmPhase.forceMergeDataLabel', {
-  defaultMessage: 'Force merge data',
-});
-
 const warmProperty: keyof Phases = 'warm';
 const phaseProperty = (propertyName: keyof WarmPhaseInterface) => propertyName;
 
@@ -262,64 +259,13 @@ export class WarmPhase extends PureComponent<Props> {
                 </div>
               </Fragment>
             </EuiDescribedFormGroup>
-            <EuiDescribedFormGroup
-              title={
-                <h3>
-                  <FormattedMessage
-                    id="xpack.indexLifecycleMgmt.editPolicy.warmPhase.forceMergeDataText"
-                    defaultMessage="Force merge"
-                  />
-                </h3>
-              }
-              description={
-                <EuiTextColor color="subdued">
-                  <FormattedMessage
-                    id="xpack.indexLifecycleMgmt.editPolicy.warmPhase.forceMergeDataExplanationText"
-                    defaultMessage="Reduce the number of segments in your shard by merging smaller files and clearing deleted ones."
-                  />{' '}
-                  <LearnMoreLink docPath="indices-forcemerge.html" />
-                </EuiTextColor>
-              }
-              titleSize="xs"
-              fullWidth
-            >
-              <EuiSwitch
-                data-test-subj="forceMergeSwitch"
-                label={forcemergeLabel}
-                aria-label={forcemergeLabel}
-                checked={phaseData.forceMergeEnabled}
-                onChange={(e) => {
-                  setPhaseData(phaseProperty('forceMergeEnabled'), e.target.checked);
-                }}
-                aria-controls="forcemergeContent"
-              />
-
-              <EuiSpacer />
-              <div id="forcemergeContent" aria-live="polite" role="region">
-                {phaseData.forceMergeEnabled ? (
-                  <ErrableFormRow
-                    id={`${warmProperty}-${phaseProperty('selectedForceMergeSegments')}`}
-                    label={i18n.translate(
-                      'xpack.indexLifecycleMgmt.warmPhase.numberOfSegmentsLabel',
-                      {
-                        defaultMessage: 'Number of segments',
-                      }
-                    )}
-                    isShowingErrors={isShowingErrors}
-                    errors={errors?.selectedForceMergeSegments}
-                  >
-                    <EuiFieldNumber
-                      id={`${warmProperty}-${phaseProperty('selectedForceMergeSegments')}`}
-                      value={phaseData.selectedForceMergeSegments}
-                      onChange={(e) => {
-                        setPhaseData(phaseProperty('selectedForceMergeSegments'), e.target.value);
-                      }}
-                      min={1}
-                    />
-                  </ErrableFormRow>
-                ) : null}
-              </div>
-            </EuiDescribedFormGroup>
+            <Forcemerge
+              phase={'warm'}
+              phaseData={phaseData}
+              setPhaseData={setPhaseData}
+              isShowingErrors={isShowingErrors}
+              errors={errors}
+            />
             <SetPriorityInput<WarmPhaseInterface>
               errors={errors}
               phaseData={phaseData}

x-pack/plugins/index_lifecycle_management/public/application/services/policies/hot_phase.ts

@@ -24,6 +24,8 @@ const hotPhaseInitialization: HotPhase = {
   selectedMaxAgeUnits: 'd',
   selectedMaxSizeStored: '',
   selectedMaxSizeStoredUnits: 'gb',
+  forceMergeEnabled: false,
+  selectedForceMergeSegments: '',
   phaseIndexPriority: '',
   selectedMaxDocuments: '',
 };
@@ -58,6 +60,12 @@ export const hotPhaseFromES = (phaseSerialized?: SerializedHotPhase): HotPhase =
       }
     }
 
+    if (actions.forcemerge) {
+      const forcemerge = actions.forcemerge;
+      phase.forceMergeEnabled = true;
+      phase.selectedForceMergeSegments = forcemerge.max_num_segments.toString();
+    }
+
     if (actions.set_priority) {
       phase.phaseIndexPriority = actions.set_priority.priority
         ? actions.set_priority.priority.toString()
@@ -93,8 +101,19 @@ export const hotPhaseToES = (
     if (isNumber(phase.selectedMaxDocuments)) {
       esPhase.actions.rollover.max_docs = parseInt(phase.selectedMaxDocuments, 10);
     }
+    if (phase.forceMergeEnabled && isNumber(phase.selectedForceMergeSegments)) {
+      esPhase.actions.forcemerge = {
+        max_num_segments: parseInt(phase.selectedForceMergeSegments, 10),
+      };
+    } else {
+      delete esPhase.actions.forcemerge;
+    }
   } else {
     delete esPhase.actions.rollover;
+    // forcemerge is only allowed if rollover is enabled
+    if (esPhase.actions.forcemerge) {
+      delete esPhase.actions.forcemerge;
+    }
   }
 
   if (isNumber(phase.phaseIndexPriority)) {
@@ -147,6 +166,15 @@ export const validateHotPhase = (phase: HotPhase): PhaseValidationErrors<HotPhas
     if (isNumber(phase.selectedMaxDocuments) && parseInt(phase.selectedMaxDocuments, 10) < 1) {
       phaseErrors.selectedMaxDocuments = [positiveNumbersAboveZeroErrorMessage];
     }
+
+    // if forcemerge is enabled, force merge segments needs to be a number above zero
+    if (phase.forceMergeEnabled) {
+      if (!isNumber(phase.selectedForceMergeSegments)) {
+        phaseErrors.selectedForceMergeSegments = [numberRequiredMessage];
+      } else if (parseInt(phase.selectedForceMergeSegments, 10) < 1) {
+        phaseErrors.selectedForceMergeSegments = [positiveNumbersAboveZeroErrorMessage];
+      }
+    }
   }
 
   return {