[Meta] Read-only UI for managed content

[drewdaemon]

Background

Our integrations are versioned and new releases are made available whenever the integration authors decide. Users then elect to upgrade the version of currently installed integrations to take advantage of bug fixes and improvements.

During an upgrade, the old assets associated with the integration are overwritten with the new versions, wiping any customizations made by the user.

A similar situation occurs if the package is uninstalled—all associated assets are removed.

So, users should be guided to make copies of Fleet-installed assets before making any changes that will be lost later (see #70461). This will protect the integrity of the package management processes in Kibana.

Plan

Prevent overwriting managed content from editors

Preview Give feedback

1. Read-only UI behaviour for system managed dashboards installed as part of fleet packages #140364
   Feature:Dashboard NeededFor:Fleet Team:Presentation impact:high loe:small +5
   
2. [Lens] Prevent overwriting managed content from editor #166720
   Team:Visualizations epic impact:medium loe:medium +4
   
3. [Visualize] Prevent overwriting managed content #172380
   Feature:Visualizations Team:Visualizations enhancement impact:medium +4
4. [Maps] Prevent overwriting managed content from editor #172381
   Team:Presentation enhancement +2
   
5. [Discover] Prevent overwriting managed content from editor #172382
   Team:DataDiscovery enhancement +2
   

Prevent unmanaged content in managed dashboards

Preview Give feedback

1. [Dashboard] Unlink panels when cloning managed dashboards #172383
   Team:Presentation enhancement +2
   
2. [Dashboard] Add managed content as by-value #172384
   Team:Presentation enhancement +2
   

Library views

Preview Give feedback

1. [TableListView] Make managed content read-only #172387
   Team:SharedUX enhancement +2
   

Saved object management

Preview Give feedback

1. [Saved objects] Prevent deleting managed content from UI #172391
   Feature:Saved Objects Management Team:Core enhancement +3
   
2. Add tooltip to disabled delete button

Documentation

Preview Give feedback

1. [Docs] Add documentation for managed content #175150
   Team:Visualizations documentation +2
   
2. [Docs] Review managed-content-related strings with docs team #175937
   Team:Visualizations documentation +2
   

Managed tags

Preview Give feedback

1. [Fleet] Mark Fleet-managed Saved Object tags with managed: true #176924
   Team:Fleet +1
   
2. [Tags] Add managed indicator to library table #172388
   Team:SharedUX enhancement +2
   
3. [Tags] Prevent users from adding managed tags to their content #172389
   Team:SharedUX enhancement +2
   
4. [Tags] Notify the user if they try to claim a tag name used by a managed tag #172390
   Team:SharedUX enhancement +2
   
5. Review tags strings with docs team
6. Document tags behavior

For later

• [Managed content] strip managed tags during clone/save-as operations #178444
• [Saved objects] Prevent UI export of managed SOs #173691

[elasticmachine]

Pinging @elastic/kibana-visualizations (Team:Visualizations)

[drewdaemon]

This project is complete from the platform side. Worth noting that the delete restrictions have been removed for 8.14.

Managed tags won't exhibit the intended behavior until #176924, but that's on the Fleet team to complete (cc @kpollich ).