kibana/x-pack/plugins/transform

Documentation for Transforms UI developers

This plugin provides access to the transforms features provided by Elastic.

Requirements

To use the transforms feature, you must have at least a Basic license. For more info, refer to Set up transforms.

Setup local environment

Kibana

1. Fork and clone the Kibana repo.

2. Install nvm, node, yarn (for example, by using Homebrew). See Install dependencies.

3. Make sure that Elasticsearch is deployed and running on localhost:9200.

4. Navigate to the directory of the kibana repository on your machine.

5. Fetch the latest changes from the repository.

6. Checkout the branch of the version you want to use. For example, if you want to use a 7.9 version, run git checkout 7.9. (Your Elasticsearch and Kibana instances need to be the same version.)

7. Run nvm use. The response shows the Node version that the environment uses. If you need to update your Node version, the response message contains the command you need to run to do it.

8. Run yarn kbn bootstrap. It takes all the dependencies in the code and installs/checks them. It is recommended to use it every time when you switch between branches.

9. Make a copy of kibana.yml and save as kibana.dev.yml. (Git will not track the changes in kibana.dev.yml but yarn will use it.)

10. Provide the appropriate password and user name in kibana.dev.yml.

11. Run yarn start to start Kibana.

12. Go to http://localhost:560x/xxx (check the terminal message for the exact path).

For more details, refer to this getting started page.

Adding sample data to Kibana

Kibana has sample data sets that you can add to your setup so that you can test different configurations on sample data.

1. Click the Elastic logo in the upper left hand corner of your browser to navigate to the Kibana home page.

2. Click Load a data set and a Kibana dashboard.

3. Pick a data set or feel free to click Add on all of the available sample data sets.

These data sets are now ready to be used for creating transforms in Kibana.

Running tests

Jest tests

Documentation: https://www.elastic.co/guide/en/kibana/current/development-tests.html#_unit_testing

Run the test following jest tests from `kibana/x-pack/plugins/transform.

New snapshots, all plugins:

yarn test:jest

Update snapshots for the transform plugin:

yarn test:jest -u

Update snapshots for a specific directory only:

yarn test:jest public/app/sections

Run tests with verbose output:

yarn test:jest --verbose

Functional tests

Before running the test server, make sure to quit all other instances of Elasticsearch.

Run the following commands from the x-pack directory and use separate terminals for test server and test runner. The test server command starts an Elasticsearch and Kibana instance that the tests will be run against.

1. Functional UI tests with Trial license (default config):

    node scripts/functional_tests_server.js
    node scripts/functional_test_runner.js --include-tag transform
   

   Transform functional Trial license tests are located in x-pack/test/functional/apps/transform.

2. Functional UI tests with Basic license:

    node scripts/functional_tests_server.js --config test/functional_basic/config.ts
    node scripts/functional_test_runner.js --config test/functional_basic/config.ts --include-tag transform
   

   Transform functional Basic license tests are located in x-pack/test/functional_basic/apps/transform.

3. API integration tests with Trial license:

    node scripts/functional_tests_server.js
    node scripts/functional_test_runner.js --config test/api_integration/config.ts --include-tag transform
   

   Transform API integration Trial license tests are located in x-pack/test/api_integration/apis/transform.

4. API integration tests with Basic license:

    node scripts/functional_tests_server.js --config test/api_integration_basic/config.ts
    node scripts/functional_test_runner.js --config test/api_integration_basic/config.ts --include-tag transform
   

   Transform API integration Basic license tests are located in x-pack/test/api_integration_basic/apis/ml.

5. Accessibility tests:

   We maintain a suite of accessibility tests (you may see them referred to elsewhere as a11y tests). These tests render each of our pages and ensure that the inputs and other elements contain the attributes necessary to ensure all users are able to make use of Transforms (for example, users relying on screen readers).

    node scripts/functional_tests_server --config test/accessibility/config.ts
    node scripts/functional_test_runner.js --config test/accessibility/config.ts --grep=transform
   

   Transform accessibility tests are located in x-pack/test/accessibility/apps.