Simplify workflow for dashboard copy creation in both view and edit i…

…nteraction modes (elastic#180938)

## Summary

Closes elastic#161047

- Removes the `save as` top nav menu button
- Also renames nav menu item `clone` to `duplicate` and make it
available in edit mode.
- The save dashboard modal no longer displays and open to save the
dashboard in context as new, given that we've chosen to explicitly
create a copy of the dashboard in context when either of the the
`duplicate` or `saveas` menu option is selected.
- includes bug fix for an issue where clicking the dashboard modal
scrolled the user to the content bottom, see
elastic#180938 (comment)

## Before
### View mode
<img width="1728" alt="Screenshot 2024-04-16 at 15 59 10"
src="https://github.com/elastic/kibana/assets/7893459/48dc4565-1f75-4f46-839c-8d76f4fedefe">

### Edit mode
<img width="1725" alt="Screenshot 2024-04-16 at 15 59 00"
src="https://github.com/elastic/kibana/assets/7893459/1ac743ac-33b4-4f68-ab59-ad19ab58fa1c">

## After

#### Managed Dashboard

https://github.com/elastic/kibana/assets/7893459/5072a501-8d16-4f25-9575-6f11fed6e580

#### View mode

https://github.com/elastic/kibana/assets/7893459/610d0952-97f0-46b8-a0ea-1546a799d387

#### Edit mode

https://github.com/elastic/kibana/assets/7893459/4f596c07-7bd1-4c5a-9131-0c78731cb113



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- [ ]
[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)
was added for features that require explanation or tutorials
- [ ] [Unit or functional
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were updated or added to match the most common scenarios
- [ ] [Flaky Test
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### Risk Matrix

Delete this section if it is not applicable to this PR.

Before closing this PR, invite QA, stakeholders, and other developers to
identify risks that should be tested prior to the change/feature
release.

When forming the risk matrix, consider some of the following examples
and how they may potentially impact the change:

| Risk | Probability | Severity | Mitigation/Notes |

|---------------------------|-------------|----------|-------------------------|
| Multiple Spaces&mdash;unexpected behavior in non-default Kibana Space.
| Low | High | Integration tests will verify that all features are still
supported in non-default Kibana Space and when user switches between
spaces. |
| Multiple nodes&mdash;Elasticsearch polling might have race conditions
when multiple Kibana nodes are polling for the same tasks. | High | Low
| Tasks are idempotent, so executing them multiple times will not result
in logical error, but will degrade performance. To test for this case we
add plenty of unit tests around this logic and document manual testing
procedure. |
| Code should gracefully handle cases when feature X or plugin Y are
disabled. | Medium | High | Unit tests will verify that any feature flag
or plugin combination still results in our service operational. |
| [See more potential risk
examples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx) |


### For maintainers

- [ ] This was checked for breaking API changes and was [labeled
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---------

Co-authored-by: kibanamachine <[email protected]>

src/plugins/dashboard/public/dashboard_app/_dashboard_app_strings.ts

@@ -189,11 +189,11 @@ export const topNavStrings = {
       defaultMessage: 'Quick save your dashboard without any prompts',
     }),
   },
-  saveAs: {
-    label: i18n.translate('dashboard.topNave.saveAsButtonAriaLabel', {
+  editModeInteractiveSave: {
+    label: i18n.translate('dashboard.topNave.editModeInteractiveSaveButtonAriaLabel', {
       defaultMessage: 'save as',
     }),
-    description: i18n.translate('dashboard.topNave.saveAsConfigDescription', {
+    description: i18n.translate('dashboard.topNave.editModeInteractiveSaveConfigDescription', {
       defaultMessage: 'Save as a new dashboard',
     }),
   },
@@ -229,11 +229,11 @@ export const topNavStrings = {
       defaultMessage: 'Open dashboard settings',
     }),
   },
-  clone: {
-    label: i18n.translate('dashboard.topNave.cloneButtonAriaLabel', {
-      defaultMessage: 'clone',
+  viewModeInteractiveSave: {
+    label: i18n.translate('dashboard.topNave.viewModeInteractiveSaveButtonAriaLabel', {
+      defaultMessage: 'duplicate',
     }),
-    description: i18n.translate('dashboard.topNave.cloneConfigDescription', {
+    description: i18n.translate('dashboard.topNave.viewModeInteractiveSaveConfigDescription', {
       defaultMessage: 'Create a copy of your dashboard',
     }),
   },

src/plugins/dashboard/public/dashboard_app/top_nav/use_dashboard_menu_items.tsx

@@ -104,23 +104,11 @@ export const useDashboardMenuItems = ({
   }, [dashboard]);
 
   /**
-   * Show the dashboard's save modal
+   * initiate interactive dashboard copy action
    */
-  const saveDashboardAs = useCallback(() => {
-    dashboard.runSaveAs().then((result) => maybeRedirect(result));
-  }, [maybeRedirect, dashboard]);
-
-  /**
-   * Clone the dashboard
-   */
-  const clone = useCallback(() => {
-    setIsSaveInProgress(true);
-
-    dashboard.runClone().then((result) => {
-      setIsSaveInProgress(false);
-      maybeRedirect(result);
-    });
-  }, [maybeRedirect, dashboard]);
+  const dashboardInteractiveSave = useCallback(() => {
+    dashboard.runInteractiveSave(viewMode).then((result) => maybeRedirect(result));
+  }, [maybeRedirect, dashboard, viewMode]);
 
   /**
    * Show the dashboard's "Confirm reset changes" modal. If confirmed:
@@ -197,15 +185,22 @@ export const useDashboardMenuItems = ({
         run: () => quickSaveDashboard(),
       } as TopNavMenuData,
 
-      saveAs: {
-        description: topNavStrings.saveAs.description,
+      interactiveSave: {
         disableButton: disableTopNav,
-        id: 'save',
         emphasize: !Boolean(lastSavedId),
-        testId: 'dashboardSaveMenuItem',
-        iconType: Boolean(lastSavedId) ? undefined : 'save',
-        label: Boolean(lastSavedId) ? topNavStrings.saveAs.label : topNavStrings.quickSave.label,
-        run: () => saveDashboardAs(),
+        id: 'interactive-save',
+        testId: 'dashboardInteractiveSaveMenuItem',
+        run: dashboardInteractiveSave,
+        label:
+          viewMode === ViewMode.VIEW
+            ? topNavStrings.viewModeInteractiveSave.label
+            : Boolean(lastSavedId)
+            ? topNavStrings.editModeInteractiveSave.label
+            : topNavStrings.quickSave.label,
+        description:
+          viewMode === ViewMode.VIEW
+            ? topNavStrings.viewModeInteractiveSave.description
+            : topNavStrings.editModeInteractiveSave.description,
       } as TopNavMenuData,
 
       switchToViewMode: {
@@ -230,31 +225,23 @@ export const useDashboardMenuItems = ({
         testId: 'dashboardSettingsButton',
         disableButton: disableTopNav,
         run: () => dashboard.showSettings(),
-      } as TopNavMenuData,
-
-      clone: {
-        ...topNavStrings.clone,
-        id: 'clone',
-        testId: 'dashboardClone',
-        disableButton: disableTopNav,
-        run: () => clone(),
-      } as TopNavMenuData,
+      },
     };
   }, [
-    quickSaveDashboard,
+    disableTopNav,
     isSaveInProgress,
     hasRunMigrations,
     hasUnsavedChanges,
-    dashboardBackup,
-    saveDashboardAs,
-    setIsLabsShown,
-    disableTopNav,
-    resetChanges,
-    isLabsShown,
     lastSavedId,
+    dashboardInteractiveSave,
+    viewMode,
     showShare,
     dashboard,
-    clone,
+    setIsLabsShown,
+    isLabsShown,
+    dashboardBackup,
+    quickSaveDashboard,
+    resetChanges,
   ]);
 
   const resetChangesMenuItem = useMemo(() => {
@@ -276,15 +263,15 @@ export const useDashboardMenuItems = ({
   const viewModeTopNavConfig = useMemo(() => {
     const labsMenuItem = isLabsEnabled ? [menuItems.labs] : [];
     const shareMenuItem = share ? [menuItems.share] : [];
-    const cloneMenuItem = showWriteControls ? [menuItems.clone] : [];
+    const duplicateMenuItem = showWriteControls ? [menuItems.interactiveSave] : [];
     const editMenuItem = showWriteControls && !managed ? [menuItems.edit] : [];
     const mayberesetChangesMenuItem = showResetChange ? [resetChangesMenuItem] : [];
 
     return [
       ...labsMenuItem,
       menuItems.fullScreen,
       ...shareMenuItem,
-      ...cloneMenuItem,
+      ...duplicateMenuItem,
       ...mayberesetChangesMenuItem,
       ...editMenuItem,
     ];
@@ -304,30 +291,18 @@ export const useDashboardMenuItems = ({
     const editModeItems: TopNavMenuData[] = [];
 
     if (lastSavedId) {
-      editModeItems.push(menuItems.saveAs, menuItems.switchToViewMode);
+      editModeItems.push(menuItems.interactiveSave, menuItems.switchToViewMode);
 
       if (showResetChange) {
         editModeItems.push(resetChangesMenuItem);
       }
 
       editModeItems.push(menuItems.quickSave);
     } else {
-      editModeItems.push(menuItems.switchToViewMode, menuItems.saveAs);
+      editModeItems.push(menuItems.switchToViewMode, menuItems.interactiveSave);
     }
     return [...labsMenuItem, menuItems.settings, ...shareMenuItem, ...editModeItems];
-  }, [
-    isLabsEnabled,
-    menuItems.labs,
-    menuItems.share,
-    menuItems.settings,
-    menuItems.saveAs,
-    menuItems.switchToViewMode,
-    menuItems.quickSave,
-    share,
-    lastSavedId,
-    showResetChange,
-    resetChangesMenuItem,
-  ]);
+  }, [isLabsEnabled, menuItems, share, lastSavedId, showResetChange, resetChangesMenuItem]);
 
   return { viewModeTopNavConfig, editModeTopNavConfig };
 };

src/plugins/dashboard/public/dashboard_container/component/settings/settings_flyout.tsx

@@ -323,7 +323,11 @@ export const DashboardSettings = ({ onClose }: DashboardSettingsProps) => {
       <EuiFlyoutFooter>
         <EuiFlexGroup justifyContent="spaceBetween">
           <EuiFlexItem grow={false}>
-            <EuiButtonEmpty data-test-subj="cancelCustomizeDashboardButton" onClick={onClose}>
+            <EuiButtonEmpty
+              flush="left"
+              data-test-subj="cancelCustomizeDashboardButton"
+              onClick={onClose}
+            >
               <FormattedMessage
                 id="dashboard.embeddableApi.showSettings.flyout.cancelButtonTitle"
                 defaultMessage="Cancel"

src/plugins/dashboard/public/dashboard_container/embeddable/api/index.ts

@@ -9,4 +9,4 @@
 export { showSettings } from './show_settings';
 export { addFromLibrary } from './add_panel_from_library';
 export { addOrUpdateEmbeddable } from './panel_management';
-export { runSaveAs, runQuickSave, runClone } from './run_save_functions';
+export { runQuickSave, runInteractiveSave } from './run_save_functions';

src/plugins/dashboard/public/dashboard_container/embeddable/api/lib/extract_title_and_count.test.ts

@@ -19,14 +19,14 @@ describe('extractTitleAndCount', () => {
     ]);
   });
 
-  it('defaults to the count to 1 and returns the original title when the provided title does not contain a valid count', () => {
-    expect(extractTitleAndCount('Test dashboard')).toEqual(['Test dashboard', 1]);
-    expect(extractTitleAndCount('Test dashboard 2')).toEqual(['Test dashboard 2', 1]);
-    expect(extractTitleAndCount('Test dashboard (-1)')).toEqual(['Test dashboard (-1)', 1]);
-    expect(extractTitleAndCount('Test dashboard (0)')).toEqual(['Test dashboard (0)', 1]);
-    expect(extractTitleAndCount('Test dashboard (3.0)')).toEqual(['Test dashboard (3.0)', 1]);
-    expect(extractTitleAndCount('Test dashboard (8.4)')).toEqual(['Test dashboard (8.4)', 1]);
-    expect(extractTitleAndCount('Test dashboard (foo3.0)')).toEqual(['Test dashboard (foo3.0)', 1]);
-    expect(extractTitleAndCount('Test dashboard (bar7)')).toEqual(['Test dashboard (bar7)', 1]);
+  it('defaults to the count to 0 and returns the original title when the provided title does not contain a valid count', () => {
+    expect(extractTitleAndCount('Test dashboard')).toEqual(['Test dashboard', 0]);
+    expect(extractTitleAndCount('Test dashboard 2')).toEqual(['Test dashboard 2', 0]);
+    expect(extractTitleAndCount('Test dashboard (-1)')).toEqual(['Test dashboard (-1)', 0]);
+    expect(extractTitleAndCount('Test dashboard (0)')).toEqual(['Test dashboard (0)', 0]);
+    expect(extractTitleAndCount('Test dashboard (3.0)')).toEqual(['Test dashboard (3.0)', 0]);
+    expect(extractTitleAndCount('Test dashboard (8.4)')).toEqual(['Test dashboard (8.4)', 0]);
+    expect(extractTitleAndCount('Test dashboard (foo3.0)')).toEqual(['Test dashboard (foo3.0)', 0]);
+    expect(extractTitleAndCount('Test dashboard (bar7)')).toEqual(['Test dashboard (bar7)', 0]);
   });
 });

src/plugins/dashboard/public/dashboard_container/embeddable/api/lib/extract_title_and_count.ts

@@ -15,5 +15,5 @@ export const extractTitleAndCount = (title: string): [string, number] => {
       return [baseTitle, Number(count)];
     }
   }
-  return [title, 1];
+  return [title, 0];
 };