[Reporting] Kibana Application Privileges for Reporting (#94966)

* Implement Reporting features as subfeatures of applications

* add setting to the docker list

* update doc images

* finish docs

* Apply suggestions from code review

Co-authored-by: Kaarina Tungseth <kaarina.tungseth@elastic.co>

* Apply suggestions from code review

Co-authored-by: Kaarina Tungseth <kaarina.tungseth@elastic.co>

* Apply suggestions from code review

Co-authored-by: Kaarina Tungseth <kaarina.tungseth@elastic.co>

* typo fix

* "PDF / PNG Reports" => "Reporting"

* Update x-pack/plugins/reporting/server/config/index.ts

Co-authored-by: Larry Gregory <lgregorydev@gmail.com>

* Update x-pack/test/functional/apps/security/secure_roles_perm.js

Co-authored-by: Larry Gregory <lgregorydev@gmail.com>

* update ids of report privileges

* combine dashboard privileges into 1 group

* update jest snapshot

* fix tests

* fix tests

* updates from feedback

* add note

* update screenshot

* fix grammer

* fix bad link breaks in doc

* update doc heading

* Apply suggestions documentation feedback

Co-authored-by: gchaps <33642766+gchaps@users.noreply.github.com>

* simplify

* use const assertions

* Apply text change suggestion from code review

Co-authored-by: gchaps <33642766+gchaps@users.noreply.github.com>

* more test for oss_features and reporting subFeatures

* reduce loc diff

* fix snapshot

* fix flakiness in licensing plugin public functional tests

Co-authored-by: Kaarina Tungseth <kaarina.tungseth@elastic.co>
Co-authored-by: Larry Gregory <lgregorydev@gmail.com>
Co-authored-by: Kibana Machine <42973632+kibanamachine@users.noreply.github.com>
Co-authored-by: gchaps <33642766+gchaps@users.noreply.github.com>

docs/settings/reporting-settings.asciidoc

@@ -275,9 +275,20 @@ For information about {kib} memory limits, see <<production, using {kib} in a pr
   every {kib} instance that has a unique <<kibana-index, `kibana.index`>> 
   setting. Defaults to `.reporting`.
 
+| [[xpack-reporting-roles-enabled]] `xpack.reporting.roles.enabled`
+  | deprecated:[7.13.0,This setting must be set to `false` in 8.0.] When `true`, grants users
+  access to the {report-features} by assigning reporting roles, specified by `xpack.reporting.roles.allow`. 
+  Granting access to users this way is deprecated. Set to `false` and use
+  {kibana-ref}/kibana-privileges.html[{kib} privileges] instead.
+  Defaults to `true`.
+
 | `xpack.reporting.roles.allow`
-  | Specifies the roles in addition to superusers that can use reporting.
-  Defaults to `[ "reporting_user" ]`. +
+  | deprecated:[7.13.0,This setting will be removed in 8.0.] Specifies the roles,
+  in addition to superusers, that can generate reports, using the {ref}/security-api.html#security-role-apis[{es} role management APIs].
+  Requires `xpack.reporting.roles.enabled` to be `true`.
+  Granting access to users this way is deprecated. Use
+  {kibana-ref}/kibana-privileges.html[{kib} privileges] instead.
+  Defaults to `[ "reporting_user" ]`.
 
 |===
 

docs/user/reporting/index.asciidoc

@@ -31,10 +31,15 @@ for different operating systems.
 [[reporting-required-privileges]]
 == Roles and privileges
 
-To generate a report, you must have the `reporting_user` role. You also need
-the appropriate {kib} privileges to access the objects that you
-want to report on and the {es} indices.  See <<secure-reporting, Reporting and security>>
-for an example.
+When security is enabled, access to the {report-features} is controlled by security privileges. In versions 7.12 and earlier, you can grant access to the {report-features}
+by assigning users the `reporting_user` role in {es}. In 7.13 and later, you can configure *Reporting* to use
+<<kibana-privileges, {kib} privileges>>. It is recommended that *Reporting* is configured to
+use {kib} privileges by setting <<xpack-reporting-roles-enabled,`xpack.reporting.roles.enabled`>> to `false`. By using {kib} privileges, you can define
+custom roles that grant *Reporting* privileges as sub-features of {kib} applications in *Role Management*.
+
+Users must also have the {kib} privileges to access the saved objects and associated {es} indices included in the generated reports.
+For an example, refer to <<secure-reporting, Reporting and
+security>>.
 
 [float]
 [[manually-generate-reports]]

docs/user/security/reporting.asciidoc

@@ -16,17 +16,30 @@ For more information, see
 ////
 
 [[reporting-app-users]]
-To enable users to generate reports, you must assign them the built-in `reporting_user`
-role.  Users will also need the appropriate <<kibana-privileges, {kib} privileges>> to access the objects
-to report on and the {es} indices.
+Access to reporting features is limited to privileged users. In older versions of Kibana, you could only grant
+users the privilege by assigning them the `reporting_user` role in Elasticsearch. In 7.13 and above, you have
+the option to create your own roles that grant access to reporting features using <<kibana-privileges, {kib} privileges>>.
+
+It is recommended that you set `xpack.reporting.roles.enabled: false` in your kibana.yml to begin using Kibana
+privileges. This will allow users to only see Reporting widgets in applications when they have privilege to use
+them. 
+
+[NOTE]
+============================================================================
+The default value of `xpack.reporting.roles.enabled` is `true` for 7.x versions of Kibana. To migrate users to the
+new method of securing access to *Reporting*, you must explicitly set `xpack.reporting.roles.enabled: false` in
+`kibana.yml`. In the next major version of Kibana, having this set to `false` will be the only valid configuration.
+============================================================================
+
+This document discusses how to create a role that grants access to reporting features using the new method of
+Kibana application privileges. 
 
 [float]
 [[reporting-roles-management-ui]]
-=== If you are using the `native` realm
+=== Create the role in the `native` realm
 
-To assign roles, use the *Roles* UI or <<reporting-roles-user-api, user API>>.
-This example shows how to use *Roles* page to create a user who has a custom role and the
-`reporting_user` role.
+To create roles, use the *Roles* UI or <<reporting-roles-user-api, user API>>. This example shows how to
+create a role that grants reporting feature privileges in {kib} applications.
 
 . Open the main menu, then click *Stack Management > Roles*.
 
@@ -42,60 +55,69 @@ For more information, see {ref}/security-privileges.html[Security privileges].
 [role="screenshot"]
 image::user/security/images/reporting-privileges-example.png["Reporting privileges"]
 
-. Add space privileges.
+. Add space privileges for the {kib} applications that allow access to the reporting options.
++
+To allow users to create CSV reports in *Discover*, or PDF reports in *Canvas*,
+*Visualize Library*, and *Dashboard*, click  *Add Kibana privilege* for each application,
+then select the privileges to generate
+reports. For example, select *All* privileges for all features, or *Customize* to grant
+the privilege to generate reports for only specific applications.
++
+[role="screenshot"]
+image::user/security/images/reporting-custom-role.png["Reporting custom role"]
++
+[NOTE]
+============================================================================
+Granting users access to reporting features in any application also grants them access to manage their reports in *Stack Management > Reporting*.
+============================================================================
 +
-Reporting users typically save searches, create
-visualizations, and build dashboards. They require a space
-that provides read and write privileges in
-*Discover* and *Dashboard*.
-
 . Save your new role.
 
-. Open the main menu, then click *Stack Management > Users*, add a new user, and assign the user the built-in
-`reporting_user` role and your new custom role, `custom_reporting_user`.
-
-[float]
-==== With a custom index
-
-If you are using Reporting with a custom index,
-the `xpack.reporting.index` setting should begin 
-with `.reporting-*`. The default {kib} system user has
-`all` privileges against the `.reporting-*` pattern of indices.
-
-[source,js]
-xpack.reporting.index: '.reporting-custom-index'
-
-If you use a different pattern for the `xpack.reporting.index` setting,
-you must create a custom role with appropriate access to the index, similar
-to the following:
-
-. Open the main menu, then click *Stack Management > Roles*.
-. Click *Create role*, then name the role `custom-reporting-user`.
-. Specify the custom index and assign it the `all` index privilege.
-. Open the main menu, then click *Stack Management > Users* and create a new user with
-the `kibana_system` role and the `custom-reporting-user` role.
-. Configure {kib} to use the new account:
-[source,js]
-elasticsearch.username: 'custom_kibana_system'
+. Open the main menu, then click *Stack Management > Users*, add a new user, and assign the user 
+your new `custom_reporting_user` role.
 
 [float]
 [[reporting-roles-user-api]]
 ==== With the user API
-This example uses the {ref}/security-api-put-user.html[user API] to create a user who has the
-`reporting_user` role and the `kibana_admin` role:
+This example uses the {ref}/security-api-put-role.html[role API] to create a role that
+grants the privilege to generate reports in *Canvas*, *Discover*, *Visualize Library*, and *Dashboard*.
+This role is meant to be granted to users in combination with other roles that grant read access
+to the data in {es}, and at least read access in the applications
+where they'll generate reports.
 
 [source, sh]
 ---------------------------------------------------------------
-POST /_security/user/reporter
+POST /_security/role/custom_reporting_user
 {
-  "password" : "x-pack-test-password",
-  "roles" : ["kibana_admin", "reporting_user"],
-  "full_name" : "Reporting User"
+  metadata: {},
+  elasticsearch: { cluster: [], indices: [], run_as: [] },
+  kibana: [
+    {
+      base: [],
+      feature: {
+        dashboard: [
+          'generate_report', <1>
+          'download_csv_report' <2>
+        ],
+        discover: ['generate_report'], <3>
+        canvas: ['generate_report'], <4>
+        visualize: ['generate_report'], <5>
+      },
+      spaces: ['*'],
+    }
+  ]
 }
 ---------------------------------------------------------------
+// CONSOLE
+
+<1> Grants access to generate PNG and PDF reports in *Dashboard*.
+<2> Grants access to download CSV files from saved search panels in *Dashboard*.
+<3> Grants access to generate CSV reports from saved searches in *Discover*.
+<4> Grants access to generate PDF reports in *Canvas*.
+<5> Grants access to generate PNG and PDF reports in *Visualize Library*.
 
 [float]
-=== If you are using an external identity provider
+=== When using an external provider
 
 If you are using an external identity provider, such as
 LDAP or Active Directory, you can either assign
@@ -113,6 +135,35 @@ reporting_user:
   - "cn=Bill Murray,dc=example,dc=com"
 --------------------------------------------------------------------------------
 
+[float]
+=== With a custom index
+
+If you are using a custom index,
+the `xpack.reporting.index` setting should begin 
+with `.reporting-*`. The default {kib} system user has
+`all` privileges against the `.reporting-*` pattern of indices.
+
+[source,js]
+xpack.reporting.index: '.reporting-custom-index'
+
+If you use a different pattern for the `xpack.reporting.index` setting,
+you must create a custom `kibana_system` user with appropriate access to the index, similar
+to the following:
+
+. Open the main menu, then click *Stack Management > Roles*.
+. Click *Create role*, then name the role `custom-reporting-user`.
+. Specify the custom index and assign it the `all` index privilege.
+. Open the main menu, then click *Stack Management > Users* and create a new user with
+the `kibana_system` role and the `custom-reporting-user` role.
+. Configure {kib} to use the new account:
+[source,js]
+elasticsearch.username: 'custom_kibana_system'
+
+[NOTE]
+============================================================================
+Setting a custom index for *Reporting* is not supported in the next major version of Kibana.
+============================================================================
+
 [role="xpack"]
 [[securing-reporting]]
 === Secure the reporting endpoints

src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker

@@ -273,6 +273,7 @@ kibana_vars=(
     xpack.reporting.queue.pollIntervalErrorMultiplier
     xpack.reporting.queue.timeout
     xpack.reporting.roles.allow
+    xpack.reporting.roles.enabled
     xpack.rollup.enabled
     xpack.ruleRegistry.unsafe.write.enabled
     xpack.searchprofiler.enabled

x-pack/plugins/canvas/kibana.json

@@ -18,6 +18,7 @@
     ],
     "optionalPlugins": [
       "home",
+      "reporting",
       "usageCollection"
     ],
     "requiredBundles": [

x-pack/plugins/canvas/public/components/workpad_header/share_menu/__stories__/share_menu.stories.tsx

@@ -12,6 +12,7 @@ import { ShareMenu } from '../share_menu.component';
 
 storiesOf('components/WorkpadHeader/ShareMenu', module).add('default', () => (
   <ShareMenu
+    includeReporting={true}
     onCopy={action('onCopy')}
     onExport={action('onExport')}
     getExportUrl={(type: string) => {

x-pack/plugins/canvas/public/components/workpad_header/share_menu/share_menu.component.tsx

@@ -28,6 +28,8 @@ export type OnCloseFn = (type: CloseTypes) => void;
 export type GetExportUrlFn = (type: ExportUrlTypes, layout: LayoutType) => string;
 
 export interface Props {
+  /** Flag to include the Reporting option only if Reporting is enabled */
+  includeReporting: boolean;
   /** Handler to invoke when an export URL is copied to the clipboard. */
   onCopy: OnCopyFn;
   /** Handler to invoke when an end product is exported. */
@@ -39,7 +41,12 @@ export interface Props {
 /**
  * The Menu for Exporting a Workpad from Canvas.
  */
-export const ShareMenu: FunctionComponent<Props> = ({ onCopy, onExport, getExportUrl }) => {
+export const ShareMenu: FunctionComponent<Props> = ({
+  includeReporting,
+  onCopy,
+  onExport,
+  getExportUrl,
+}) => {
   const [showFlyout, setShowFlyout] = useState(false);
 
   const onClose = () => {
@@ -73,16 +80,18 @@ export const ShareMenu: FunctionComponent<Props> = ({ onCopy, onExport, getExpor
           closePopover();
         },
       },
-      {
-        name: strings.getShareDownloadPDFTitle(),
-        icon: 'document',
-        panel: {
-          id: 1,
-          title: strings.getShareDownloadPDFTitle(),
-          content: getPDFPanel(closePopover),
-        },
-        'data-test-subj': 'sharePanel-PDFReports',
-      },
+      includeReporting
+        ? {
+            name: strings.getShareDownloadPDFTitle(),
+            icon: 'document',
+            panel: {
+              id: 1,
+              title: strings.getShareDownloadPDFTitle(),
+              content: getPDFPanel(closePopover),
+            },
+            'data-test-subj': 'sharePanel-PDFReports',
+          }
+        : false,
       {
         name: strings.getShareWebsiteTitle(),
         icon: <EuiIcon type="globe" size="m" />,
@@ -91,7 +100,7 @@ export const ShareMenu: FunctionComponent<Props> = ({ onCopy, onExport, getExpor
           closePopover();
         },
       },
-    ],
+    ].filter(Boolean),
   });
 
   const shareControl = (togglePopover: React.MouseEventHandler<any>) => (
@@ -123,6 +132,7 @@ export const ShareMenu: FunctionComponent<Props> = ({ onCopy, onExport, getExpor
 };
 
 ShareMenu.propTypes = {
+  includeReporting: PropTypes.bool.isRequired,
   onCopy: PropTypes.func.isRequired,
   onExport: PropTypes.func.isRequired,
   getExportUrl: PropTypes.func.isRequired,

x-pack/plugins/canvas/public/components/workpad_header/share_menu/share_menu.ts

@@ -46,6 +46,7 @@ export const ShareMenu = compose<ComponentProps, {}>(
   withServices,
   withProps(
     ({ workpad, pageCount, services }: Props & WithServicesProps): ComponentProps => ({
+      includeReporting: services.reporting.includeReporting(),
       getExportUrl: (type, layout) => {
         if (type === 'pdf') {
           const pdfUrl = getPdfUrl(

x-pack/plugins/canvas/public/plugin.tsx

@@ -7,6 +7,7 @@
 
 import { BehaviorSubject } from 'rxjs';
 import { ChartsPluginSetup, ChartsPluginStart } from 'src/plugins/charts/public';
+import { ReportingStart } from '../../reporting/public';
 import {
   CoreSetup,
   CoreStart,
@@ -49,6 +50,7 @@ export interface CanvasSetupDeps {
 export interface CanvasStartDeps {
   embeddable: EmbeddableStart;
   expressions: ExpressionsStart;
+  reporting?: ReportingStart;
   inspector: InspectorStart;
   uiActions: UiActionsStart;
   charts: ChartsPluginStart;

x-pack/plugins/canvas/public/services/context.tsx

@@ -54,6 +54,7 @@ export const ServicesProvider: FC<{
     notify: specifiedProviders.notify.getService(),
     platform: specifiedProviders.platform.getService(),
     navLink: specifiedProviders.navLink.getService(),
+    reporting: specifiedProviders.reporting.getService(),
     labs: specifiedProviders.labs.getService(),
   };
   return <context.Provider value={value}>{children}</context.Provider>;

x-pack/plugins/canvas/public/services/index.ts

@@ -14,6 +14,7 @@ import { navLinkServiceFactory } from './nav_link';
 import { embeddablesServiceFactory } from './embeddables';
 import { expressionsServiceFactory } from './expressions';
 import { labsServiceFactory } from './labs';
+import { reportingServiceFactory } from './reporting';
 
 export { NotifyService } from './notify';
 export { PlatformService } from './platform';
@@ -79,6 +80,7 @@ export const services = {
   notify: new CanvasServiceProvider(notifyServiceFactory),
   platform: new CanvasServiceProvider(platformServiceFactory),
   navLink: new CanvasServiceProvider(navLinkServiceFactory),
+  reporting: new CanvasServiceProvider(reportingServiceFactory),
   labs: new CanvasServiceProvider(labsServiceFactory),
 };
 
@@ -90,6 +92,7 @@ export interface CanvasServices {
   notify: ServiceFromProvider<typeof services.notify>;
   platform: ServiceFromProvider<typeof services.platform>;
   navLink: ServiceFromProvider<typeof services.navLink>;
+  reporting: ServiceFromProvider<typeof services.reporting>;
   labs: ServiceFromProvider<typeof services.labs>;
 }
 
@@ -117,4 +120,5 @@ export const {
   platform: platformService,
   navLink: navLinkService,
   expressions: expressionsService,
+  reporting: reportingService,
 } = services;