[8.16] [Security Solution][Notes] - copy changes for note and timelin…

…e + move the unassociated note advanced setting under the Security Solution section (#197312) (#197350)

# Backport

This will backport the following commits from `main` to `8.16`:
- [[Security Solution][Notes] - copy changes for note and timeline +
move the unassociated note advanced setting under the Security Solution
section (#197312)](#197312)

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

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

<!--BACKPORT [{"author":{"name":"Philippe
Oberti","email":"[email protected]"},"sourceCommit":{"committedDate":"2024-10-22T23:20:10Z","message":"[Security
Solution][Notes] - copy changes for note and timeline + move the
unassociated note advanced setting under the Security Solution section
(#197312)\n\n## Summary\r\n\r\nThis PR tackles 2 small tasks:\r\n- move
the unassociated advanced settings introduced in
[this\r\nPR](#194947) under the
`Security\r\nSolution` category instead of `General`\r\n- make some copy
changes on the notes functionality, mainly the\r\nfollowing ([copy
changes\r\ndocument](https://docs.google.com/document/d/10blyxRfkMIR8gk4cw6nFzajA-L63iUzQaxQXHauL8LM/edit#heading=h.mlyibn1i5q84))\r\n
- make sure we don't use a capital `N` for the word `note`\r\n - make
sure that we use a capital `T` for the word `timeline`\r\n - change some
of the no message and callout texts\r\n - prioritize using `attach`
instead of `associate`\r\n\r\nAll changes have been done with
@nastasha-solomon.\r\n\r\nhttps://github.com//issues/193495","sha":"800e39224eed1335519d00e62e423af241495be9","branchLabelMapping":{"^v9.0.0$":"main","^v8.17.0$":"8.x","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["backport","release_note:skip","v9.0.0","Team:Threat
Hunting:Investigations","v8.16.0"],"title":"[Security Solution][Notes] -
copy changes for note and timeline + move the unassociated note advanced
setting under the Security Solution
section","number":197312,"url":"https://github.com/elastic/kibana/pull/197312","mergeCommit":{"message":"[Security
Solution][Notes] - copy changes for note and timeline + move the
unassociated note advanced setting under the Security Solution section
(#197312)\n\n## Summary\r\n\r\nThis PR tackles 2 small tasks:\r\n- move
the unassociated advanced settings introduced in
[this\r\nPR](#194947) under the
`Security\r\nSolution` category instead of `General`\r\n- make some copy
changes on the notes functionality, mainly the\r\nfollowing ([copy
changes\r\ndocument](https://docs.google.com/document/d/10blyxRfkMIR8gk4cw6nFzajA-L63iUzQaxQXHauL8LM/edit#heading=h.mlyibn1i5q84))\r\n
- make sure we don't use a capital `N` for the word `note`\r\n - make
sure that we use a capital `T` for the word `timeline`\r\n - change some
of the no message and callout texts\r\n - prioritize using `attach`
instead of `associate`\r\n\r\nAll changes have been done with
@nastasha-solomon.\r\n\r\nhttps://github.com//issues/193495","sha":"800e39224eed1335519d00e62e423af241495be9"}},"sourceBranch":"main","suggestedTargetBranches":["8.16"],"targetPullRequestStates":[{"branch":"main","label":"v9.0.0","branchLabelMappingKey":"^v9.0.0$","isSourceBranch":true,"state":"MERGED","url":"https://github.com/elastic/kibana/pull/197312","number":197312,"mergeCommit":{"message":"[Security
Solution][Notes] - copy changes for note and timeline + move the
unassociated note advanced setting under the Security Solution section
(#197312)\n\n## Summary\r\n\r\nThis PR tackles 2 small tasks:\r\n- move
the unassociated advanced settings introduced in
[this\r\nPR](#194947) under the
`Security\r\nSolution` category instead of `General`\r\n- make some copy
changes on the notes functionality, mainly the\r\nfollowing ([copy
changes\r\ndocument](https://docs.google.com/document/d/10blyxRfkMIR8gk4cw6nFzajA-L63iUzQaxQXHauL8LM/edit#heading=h.mlyibn1i5q84))\r\n
- make sure we don't use a capital `N` for the word `note`\r\n - make
sure that we use a capital `T` for the word `timeline`\r\n - change some
of the no message and callout texts\r\n - prioritize using `attach`
instead of `associate`\r\n\r\nAll changes have been done with
@nastasha-solomon.\r\n\r\nhttps://github.com//issues/193495","sha":"800e39224eed1335519d00e62e423af241495be9"}},{"branch":"8.16","label":"v8.16.0","branchLabelMappingKey":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"}]}]
BACKPORT-->

Co-authored-by: Philippe Oberti <[email protected]>

x-pack/plugins/security_solution/public/app/solution_navigation/links/sections/investigations_translations.ts

@@ -24,7 +24,8 @@ export const TIMELINE_DESCRIPTION = i18n.translate(
 export const NOTE_DESCRIPTION = i18n.translate(
   'xpack.securitySolution.navLinks.investigations.note.title',
   {
-    defaultMessage: 'Oversee, revise and revisit the annotations within each document and timeline',
+    defaultMessage:
+      'Oversee, revise, and revisit the notes attached to alerts, events and Timelines.',
   }
 );
 

x-pack/plugins/security_solution/public/common/components/header_actions/add_note_icon_item.test.tsx

@@ -37,7 +37,7 @@ const renderTestComponent = (props: Partial<ComponentProps<typeof AddEventNoteAc
   const localProps: ComponentProps<typeof AddEventNoteAction> = {
     timelineType: TimelineTypeEnum.default,
     eventId: 'event-1',
-    ariaLabel: 'Add Note',
+    ariaLabel: 'Add note',
     toggleShowNotes: toggleShowNotesMock,
     notesCount: 2,
     ...props,
@@ -76,12 +76,12 @@ describe('AddEventNoteAction', () => {
 
       expect(NotesButtonMock).toHaveBeenCalledWith(
         expect.objectContaining({
-          ariaLabel: 'Add Note',
+          ariaLabel: 'Add note',
           'data-test-subj': 'add-note',
           isDisabled: false,
           timelineType: TimelineTypeEnum.default,
           toggleShowNotes: expect.any(Function),
-          toolTip: '2 Notes available. Click to view them & add more.',
+          toolTip: '2 notes available. Click to view them and add more.',
           eventId: 'event-1',
           notesCount: 2,
         }),
@@ -98,12 +98,12 @@ describe('AddEventNoteAction', () => {
 
       expect(NotesButtonMock).toHaveBeenCalledWith(
         expect.objectContaining({
-          ariaLabel: 'Add Note',
+          ariaLabel: 'Add note',
           'data-test-subj': 'add-note',
           isDisabled: false,
           timelineType: TimelineTypeEnum.default,
           toggleShowNotes: expect.any(Function),
-          toolTip: '1 Note available. Click to view it & add more.',
+          toolTip: '1 note available. Click to view it and add more.',
           eventId: 'event-2',
           notesCount: 1,
         }),
@@ -120,12 +120,12 @@ describe('AddEventNoteAction', () => {
 
       expect(NotesButtonMock).toHaveBeenCalledWith(
         expect.objectContaining({
-          ariaLabel: 'Add Note',
+          ariaLabel: 'Add note',
           'data-test-subj': 'add-note',
           isDisabled: false,
           timelineType: TimelineTypeEnum.default,
           toggleShowNotes: expect.any(Function),
-          toolTip: 'Add Note',
+          toolTip: 'Add note',
           eventId: 'event-3',
           notesCount: 0,
         }),

x-pack/plugins/security_solution/public/common/components/header_actions/add_note_icon_item.tsx

@@ -6,12 +6,34 @@
  */
 
 import React, { useMemo } from 'react';
+import { i18n } from '@kbn/i18n';
 import { NotesButton } from '../../../timelines/components/timeline/properties/helpers';
 import { type TimelineType, TimelineTypeEnum } from '../../../../common/api/timeline';
 import { useUserPrivileges } from '../user_privileges';
-import * as i18n from './translations';
 import { ActionIconItem } from './action_icon_item';
 
+const NOTES_DISABLE_TOOLTIP = i18n.translate(
+  'xpack.securitySolution.timeline.body.notes.disableEventTooltip',
+  {
+    defaultMessage: 'Notes cannot be added here while editing a template Timeline.',
+  }
+);
+const NOTES_ADD_TOOLTIP = i18n.translate(
+  'xpack.securitySolution.timeline.body.notes.addNoteTooltip',
+  {
+    defaultMessage: 'Add note',
+  }
+);
+const NOTES_COUNT_TOOLTIP = ({ notesCount }: { notesCount: number }) =>
+  i18n.translate(
+    'xpack.securitySolution.timeline.body.notes.addNote.multipleNotesAvailableTooltip',
+    {
+      values: { notesCount },
+      defaultMessage:
+        '{notesCount} {notesCount, plural, one {note} other {notes}  } available. Click to view {notesCount, plural, one {it} other {them}} and add more.',
+    }
+  );
+
 interface AddEventNoteActionProps {
   ariaLabel?: string;
   timelineType: TimelineType;
@@ -33,7 +55,7 @@ const AddEventNoteActionComponent: React.FC<AddEventNoteActionProps> = ({
   const { kibanaSecuritySolutionsPrivileges } = useUserPrivileges();
 
   const NOTES_TOOLTIP = useMemo(
-    () => (notesCount > 0 ? i18n.NOTES_COUNT_TOOLTIP({ notesCount }) : i18n.NOTES_ADD_TOOLTIP),
+    () => (notesCount > 0 ? NOTES_COUNT_TOOLTIP({ notesCount }) : NOTES_ADD_TOOLTIP),
     [notesCount]
   );
 
@@ -45,9 +67,7 @@ const AddEventNoteActionComponent: React.FC<AddEventNoteActionProps> = ({
         isDisabled={kibanaSecuritySolutionsPrivileges.crud === false}
         timelineType={timelineType}
         toggleShowNotes={toggleShowNotes}
-        toolTip={
-          timelineType === TimelineTypeEnum.template ? i18n.NOTES_DISABLE_TOOLTIP : NOTES_TOOLTIP
-        }
+        toolTip={timelineType === TimelineTypeEnum.template ? NOTES_DISABLE_TOOLTIP : NOTES_TOOLTIP}
         eventId={eventId}
         notesCount={notesCount}
       />

x-pack/plugins/security_solution/public/common/components/header_actions/translations.ts

@@ -14,30 +14,6 @@ export const OPEN_SESSION_VIEW = i18n.translate(
   }
 );
 
-export const NOTES_DISABLE_TOOLTIP = i18n.translate(
-  'xpack.securitySolution.timeline.body.notes.disableEventTooltip',
-  {
-    defaultMessage: 'Notes may not be added here while editing a template timeline',
-  }
-);
-
-export const NOTES_ADD_TOOLTIP = i18n.translate(
-  'xpack.securitySolution.timeline.body.notes.addNoteTooltip',
-  {
-    defaultMessage: 'Add Note',
-  }
-);
-
-export const NOTES_COUNT_TOOLTIP = ({ notesCount }: { notesCount: number }) =>
-  i18n.translate(
-    'xpack.securitySolution.timeline.body.notes.addNote.multipleNotesAvailableTooltip',
-    {
-      values: { notesCount },
-      defaultMessage:
-        '{notesCount} {notesCount, plural, one {Note} other {Notes}  } available. Click to view {notesCount, plural, one {it} other {them}} & add more.',
-    }
-  );
-
 export const SORT_FIELDS = i18n.translate('xpack.securitySolution.timeline.sortFieldsButton', {
   defaultMessage: 'Sort fields',
 });

x-pack/plugins/security_solution/public/flyout/document_details/left/components/attach_to_active_timeline.test.tsx

@@ -50,13 +50,13 @@ describe('AttachToActiveTimeline', () => {
 
     expect(getByTestId(SAVE_TIMELINE_BUTTON_TEST_ID)).toBeInTheDocument();
     expect(getByTestId(SAVE_TIMELINE_BUTTON_TEST_ID)).toHaveStyle('background-color: #FEC514');
-    expect(getByTestId(SAVE_TIMELINE_BUTTON_TEST_ID)).toHaveTextContent('Save timeline');
+    expect(getByTestId(SAVE_TIMELINE_BUTTON_TEST_ID)).toHaveTextContent('Save current Timeline');
     expect(queryByTestId(ATTACH_TO_TIMELINE_CHECKBOX_TEST_ID)).not.toBeInTheDocument();
     expect(getByTestId(ATTACH_TO_TIMELINE_CALLOUT_TEST_ID)).toBeInTheDocument();
     expect(getByTestId(ATTACH_TO_TIMELINE_CALLOUT_TEST_ID)).toHaveClass('euiCallOut--warning');
-    expect(getByText('Attach to timeline')).toBeInTheDocument();
+    expect(getByText('Attach to current Timeline')).toBeInTheDocument();
     expect(
-      getByText('Before attaching a note to the timeline, you need to save the timeline first.')
+      getByText('You must save the current Timeline before attaching notes to it.')
     ).toBeInTheDocument();
   });
 
@@ -76,7 +76,7 @@ describe('AttachToActiveTimeline', () => {
       },
     });
 
-    const { getByTestId, getByText, queryByTestId } = render(
+    const { getByTestId, getByText, getAllByText, queryByTestId } = render(
       <TestProviders store={mockStore}>
         <AttachToActiveTimeline
           setAttachToTimeline={mockSetAttachToTimeline}
@@ -89,10 +89,8 @@ describe('AttachToActiveTimeline', () => {
     expect(getByTestId(ATTACH_TO_TIMELINE_CHECKBOX_TEST_ID)).toBeInTheDocument();
     expect(getByTestId(ATTACH_TO_TIMELINE_CALLOUT_TEST_ID)).toBeInTheDocument();
     expect(getByTestId(ATTACH_TO_TIMELINE_CALLOUT_TEST_ID)).toHaveClass('euiCallOut--primary');
-    expect(getByText('Attach to timeline')).toBeInTheDocument();
-    expect(
-      getByText('You can associate the newly created note to the active timeline.')
-    ).toBeInTheDocument();
+    expect(getAllByText('Attach to current Timeline')).toHaveLength(2);
+    expect(getByText('Also attach this note to the current Timeline.')).toBeInTheDocument();
   });
 
   it('should call the callback when user click on the checkbox', () => {

x-pack/plugins/security_solution/public/flyout/document_details/left/components/attach_to_active_timeline.tsx

@@ -26,31 +26,31 @@ const timelineCheckBoxId = 'xpack.securitySolution.flyout.notes.attachToTimeline
 export const ATTACH_TO_TIMELINE_CALLOUT_TITLE = i18n.translate(
   'xpack.securitySolution.flyout.left.notes.attachToTimeline.calloutTitle',
   {
-    defaultMessage: 'Attach to timeline',
+    defaultMessage: 'Attach to current Timeline',
   }
 );
 export const SAVED_TIMELINE_CALLOUT_CONTENT = i18n.translate(
   'xpack.securitySolution.flyout.left.notes.attachToTimeline.calloutContent',
   {
-    defaultMessage: 'You can associate the newly created note to the active timeline.',
+    defaultMessage: 'Also attach this note to the current Timeline.',
   }
 );
 export const UNSAVED_TIMELINE_CALLOUT_CONTENT = i18n.translate(
   'xpack.securitySolution.flyout.left.notes.attachToTimeline.calloutContent',
   {
-    defaultMessage: 'Before attaching a note to the timeline, you need to save the timeline first.',
+    defaultMessage: 'You must save the current Timeline before attaching notes to it.',
   }
 );
 export const ATTACH_TO_TIMELINE_CHECKBOX = i18n.translate(
   'xpack.securitySolution.flyout.left.notes.attachToTimeline.checkboxLabel',
   {
-    defaultMessage: 'Attach to active timeline',
+    defaultMessage: 'Attach to current Timeline',
   }
 );
 export const SAVE_TIMELINE_BUTTON = i18n.translate(
-  'xpack.securitySolution.flyout.left.notes.savedTimelineButtonLabel',
+  'xpack.securitySolution.flyout.left.notes.attachToTimeline.savedTimelineButtonLabel',
   {
-    defaultMessage: 'Save timeline',
+    defaultMessage: 'Save current Timeline',
   }
 );
 

x-pack/plugins/security_solution/public/flyout/document_details/left/components/notes_details.tsx

@@ -44,7 +44,7 @@ export const FETCH_NOTES_ERROR = i18n.translate(
 );
 export const NO_NOTES = (isAlert: boolean) =>
   i18n.translate('xpack.securitySolution.flyout.left.notes.noNotesLabel', {
-    defaultMessage: 'No notes have been created for this {value}',
+    defaultMessage: 'No notes have been created for this {value}.',
     values: { value: isAlert ? 'alert' : 'event' },
   });
 

x-pack/plugins/security_solution/public/management/links.ts

@@ -223,7 +223,7 @@ export const links: LinkItem = {
       title: NOTES,
       description: i18n.translate('xpack.securitySolution.appLinks.notesDescription', {
         defaultMessage:
-          'Oversee, revise and revisit the annotations within each document and timeline.',
+          'Oversee, revise, and revisit the notes attached to alerts, events and Timelines.',
       }),
       landingIcon: 'filebeatApp',
       path: NOTES_PATH,

x-pack/plugins/security_solution/public/notes/components/open_flyout_button.tsx

@@ -20,7 +20,7 @@ import { DocumentDetailsRightPanelKey } from '../../flyout/document_details/shar
 export const OPEN_FLYOUT_BUTTON = i18n.translate(
   'xpack.securitySolution.notes.openFlyoutButtonLabel',
   {
-    defaultMessage: 'Expand event details',
+    defaultMessage: 'Expand alert/event details',
   }
 );
 

x-pack/plugins/security_solution/public/notes/components/search_row.tsx

@@ -21,8 +21,8 @@ import { ASSOCIATED_NOT_SELECT_TEST_ID, SEARCH_BAR_TEST_ID } from './test_ids';
 import { userFilterAssociatedNotes, userSearchedNotes } from '..';
 import { AssociatedFilter } from '../../../common/notes/constants';
 
-const FILTER_SELECT = i18n.translate('xpack.securitySolution.notes.management.filterSelect', {
-  defaultMessage: 'Select filter',
+const ATTACH_FILTER = i18n.translate('xpack.securitySolution.notes.management.attachFilter', {
+  defaultMessage: 'Attached to',
 });
 
 const searchBox = {
@@ -31,11 +31,14 @@ const searchBox = {
   'data-test-subj': SEARCH_BAR_TEST_ID,
 };
 const associatedNoteSelectOptions: EuiSelectOption[] = [
-  { value: AssociatedFilter.all, text: 'All' },
-  { value: AssociatedFilter.documentOnly, text: 'Attached to document only' },
-  { value: AssociatedFilter.savedObjectOnly, text: 'Attached to timeline only' },
-  { value: AssociatedFilter.documentAndSavedObject, text: 'Attached to document and timeline' },
-  { value: AssociatedFilter.orphan, text: 'Orphan' },
+  { value: AssociatedFilter.all, text: 'Anything or nothing' },
+  { value: AssociatedFilter.documentOnly, text: 'Alerts or events only' },
+  { value: AssociatedFilter.savedObjectOnly, text: 'Timelines only' },
+  {
+    value: AssociatedFilter.documentAndSavedObject,
+    text: 'Alerts or events and Timelines only',
+  },
+  { value: AssociatedFilter.orphan, text: 'Nothing' },
 ];
 
 export const SearchRow = React.memo(() => {
@@ -69,8 +72,8 @@ export const SearchRow = React.memo(() => {
           id={associatedSelectId}
           options={associatedNoteSelectOptions}
           onChange={onAssociatedNoteSelectChange}
-          prepend={FILTER_SELECT}
-          aria-label={FILTER_SELECT}
+          prepend={ATTACH_FILTER}
+          aria-label={ATTACH_FILTER}
           data-test-subj={ASSOCIATED_NOT_SELECT_TEST_ID}
         />
       </EuiFlexItem>

x-pack/plugins/security_solution/public/timelines/components/notes/save_timeline.test.tsx

@@ -42,11 +42,11 @@ describe('SaveTimelineCallout', () => {
 
     expect(getByTestId(SAVE_TIMELINE_BUTTON_TEST_ID)).toBeInTheDocument();
     expect(getByTestId(SAVE_TIMELINE_BUTTON_TEST_ID)).toHaveStyle('background-color: #BD271E');
-    expect(getByTestId(SAVE_TIMELINE_BUTTON_TEST_ID)).toHaveTextContent('Save timeline');
+    expect(getByTestId(SAVE_TIMELINE_BUTTON_TEST_ID)).toHaveTextContent('Save Timeline');
     expect(getByTestId(SAVE_TIMELINE_CALLOUT_TEST_ID)).toBeInTheDocument();
-    expect(getAllByText('Save timeline')).toHaveLength(2);
+    expect(getAllByText('Save Timeline')).toHaveLength(2);
     expect(
-      getByText('You need to save your timeline before creating notes for it.')
+      getByText('You must save this Timeline before attaching notes to it.')
     ).toBeInTheDocument();
   });
 });

x-pack/plugins/security_solution/public/timelines/components/notes/save_timeline.tsx

@@ -16,19 +16,19 @@ import { SaveTimelineButton } from '../modal/actions/save_timeline_button';
 export const SAVE_TIMELINE_CALLOUT_TITLE = i18n.translate(
   'xpack.securitySolution.timeline.notes.saveTimeline.calloutTitle',
   {
-    defaultMessage: 'Save timeline',
+    defaultMessage: 'Save Timeline',
   }
 );
 export const SAVE_TIMELINE_CALLOUT_CONTENT = i18n.translate(
   'xpack.securitySolution.timeline.notes.saveTimeline.calloutContent',
   {
-    defaultMessage: 'You need to save your timeline before creating notes for it.',
+    defaultMessage: 'You must save this Timeline before attaching notes to it.',
   }
 );
 export const SAVE_TIMELINE_BUTTON = i18n.translate(
-  'xpack.securitySolution.flyout.left.notes.savedTimelineButtonLabel',
+  'xpack.securitySolution.flyout.left.notes.saveTimeline.buttonLabel',
   {
-    defaultMessage: 'Save timeline',
+    defaultMessage: 'Save Timeline',
   }
 );
 

x-pack/plugins/security_solution/public/timelines/components/timeline/tabs/notes/index.tsx

@@ -59,7 +59,7 @@ export const FETCH_NOTES_ERROR = i18n.translate(
   }
 );
 export const NO_NOTES = i18n.translate('xpack.securitySolution.notes.noNotesLabel', {
-  defaultMessage: 'No notes have yet been created for this timeline',
+  defaultMessage: 'No notes have been created for this Timeline.',
 });
 
 interface NotesTabContentProps {

x-pack/plugins/security_solution/public/timelines/components/timeline/tabs/query/query_tab_unified_components.test.tsx

@@ -918,7 +918,7 @@ describe('query tab with unified timeline', () => {
           await waitFor(() => {
             expect(screen.getByTestId('timeline-notes-tool-tip')).toBeInTheDocument();
             expect(screen.getByTestId('timeline-notes-tool-tip')).toHaveTextContent(
-              '1 Note available. Click to view it & add more.'
+              '1 note available. Click to view it and add more.'
             );
           });
         },
@@ -975,7 +975,7 @@ describe('query tab with unified timeline', () => {
           await waitFor(() => {
             expect(screen.getByTestId('timeline-notes-tool-tip')).toBeVisible();
             expect(screen.getByTestId('timeline-notes-tool-tip')).toHaveTextContent(
-              '1 Note available. Click to view it & add more.'
+              '1 note available. Click to view it and add more.'
             );
           });
         },

x-pack/plugins/security_solution/server/ui_settings.ts

@@ -343,6 +343,7 @@ export const initUiSettings = (
         max: 1000,
         defaultValue: DEFAULT_MAX_UNASSOCIATED_NOTES,
       }),
+      category: [APP_ID],
       requiresPageReload: false,
     },
     [EXCLUDED_DATA_TIERS_FOR_RULE_EXECUTION]: {