)

> [!CAUTION]
> Do not merge yet!
> This PR is mergeable based on the assumption that we do not allow
downgrading to `search_ai_lake` tier from `essentials`/`complete` or
`trial` `complete/essentals`.

On serverless with following sets of product types/lines timelines and
notes are not available to the user.

```json5
[
  { product_line: 'ai_soc', product_tier: 'search_ai_lake' }
]
```
or
```json5
[
  { product_line: 'security', product_tier: 'search_ai_lake' }
]
```
or with
```json5
[
  { product_line: 'ai_soc', product_tier: 'search_ai_lake' },
  { product_line: 'security', product_tier: 'search_ai_lake' }
]
```

This applies to custom role creation flyout where timelines/notes
privileges are not available for RBAC.
![Screenshot 2025-03-20 at 14 04
30](https://github.com/user-attachments/assets/5368b85e-ac29-4eac-a397-8f978c217369)

Also on alerts page notes and timelines is not available action items.
Trying to access these via URL does not show them either.
![Screenshot 2025-03-20 at 14 08
46](https://github.com/user-attachments/assets/735c0968-c8aa-4954-b8aa-4e6be53e147b)
![Screenshot 2025-03-20 at 14 18
55](https://github.com/user-attachments/assets/8b47978f-12f7-4022-8a72-22de8f7652fc)

1. While on the Kibana root directory, run ES/Kibana on serverless mode
with:

```bash
yarn es serverless --kill --projectType security --kibanaUrl=http://0.0.0.0:5601
```
and on a new window
```bash
yarn serverless-security --no-base-path
```

Enable the AI for SOC tier, by adding the following to your
`serverless.security.dev.yaml` file:

```json5
xpack.securitySolutionServerless.productTypes:
  [
    { product_line: 'ai_soc', product_tier: 'search_ai_lake' },
  ]
```

2. Once Kibana is up and running login in with the `admin` role using
the role dropdown.
3. Navigate to `app/management/roles/edit`
4. Click on `Assign to space` button and assign a space to that role on
the `Assign role to spaces` flyout.
5. Expand the `Security` privileges and verify that only 4
sub-privileges are seen and that Timelines and Notes are not among them.

Check the PR satisfies following conditions.

Reviewers should verify this PR satisfies this list as well.

- [ ] Any text added follows [EUI's writing
guidelines](https://elastic.github.io/eui/#/guidelines/writing), uses
sentence case text and includes [i18n
support](https://github.com/elastic/kibana/blob/main/src/platform/packages/shared/kbn-i18n/README.md)
- [ ]
[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)
was added for features that require explanation or tutorials
- [ ] [Unit or functional
tests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)
were updated or added to match the most common scenarios
- [ ] If a plugin configuration key changed, check if it needs to be
allowlisted in the cloud and added to the [docker
list](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker)
- [ ] This was checked for breaking HTTP API changes, and any breaking
changes have been approved by the breaking-change committee. The
`release_note:breaking` label should be applied in these situations.
- [ ] [Flaky Test
Runner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1) was
used on any tests changed
- [ ] The PR description includes the appropriate Release Notes section,
and the correct `release_note:*` label is applied per the
[guidelines](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)

Does this PR introduce any risks? For example, consider risks like hard
to test bugs, performance regression, potential of data loss.

Describe the risk, its severity, and mitigation for each identified
risk. Invite stakeholders and evaluate how to proceed before merging.

- [ ] [See some risk
examples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx)
- [ ] ...

(cherry picked from commit cf1cd55)

) (#222752)

# Backport

This will backport the following commits from `main` to `8.19`:
- [[Ai4dSoc] Hide notes/timelines for `search_ai_lake` tier
(#215334)](#215334)

> [!Note]
#221998 already backported changes
in `config/serverless.security.search_ai_lake.yml` which is why it does
not appear in this backport PR.

<!--- Backport version: 10.0.0 -->

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

<!--BACKPORT
[{"author":{"name":"Ash","email":"1849116+ashokaditya@users.noreply.github.com"},"sourceCommit":{"committedDate":"2025-04-02T13:05:12Z","message":"[Ai4dSoc]
Hide notes/timelines for `search_ai_lake` tier (#215334)\n\n>
[!CAUTION]\n> Do not merge yet!\n> This PR is mergeable based on the
assumption that we do not allow\ndowngrading to `search_ai_lake` tier
from `essentials`/`complete` or\n`trial` `complete/essentals`.\n\n##
Summary\n\nOn serverless with following sets of product types/lines
timelines and\nnotes are not available to the user.\n\n```json5\n[\n {
product_line: 'ai_soc', product_tier: 'search_ai_lake' }\n]\n```\nor
\n```json5\n[\n { product_line: 'security', product_tier:
'search_ai_lake' }\n]\n```\nor with \n```json5\n[\n { product_line:
'ai_soc', product_tier: 'search_ai_lake' },\n { product_line:
'security', product_tier: 'search_ai_lake' }\n]\n```\n\nThis applies to
custom role creation flyout where timelines/notes\nprivileges are not
available for RBAC.\n\n### Screenshots (where timeline and notes are not
available)\n\n#### Custom role creation \n![Screenshot 2025-03-20 at 14
04\n30](https://github.com/user-attachments/assets/5368b85e-ac29-4eac-a397-8f978c217369)\n\nAlso
on alerts page notes and timelines is not available action
items.\nTrying to access these via URL does not show them
either.\n\n#### Current alerts page (with timelines and notes not
available)\n![Screenshot 2025-03-20 at 14
08\n46](https://github.com/user-attachments/assets/735c0968-c8aa-4954-b8aa-4e6be53e147b)\n\n####
Alert details via URL (without notes on the expanded
flyout)\n![Screenshot 2025-03-20 at 14
18\n55](https://github.com/user-attachments/assets/8b47978f-12f7-4022-8a72-22de8f7652fc)\n\n\n##
How to Test\n\n1. While on the Kibana root directory, run ES/Kibana on
serverless mode\nwith:\n\n```bash\nyarn es serverless --kill
--projectType security --kibanaUrl=http://0.0.0.0:5601\n```\nand on a
new window\n```bash\nyarn serverless-security
--no-base-path\n```\n\nEnable the AI for SOC tier, by adding the
following to your\n`serverless.security.dev.yaml`
file:\n\n```json5\nxpack.securitySolutionServerless.productTypes:\n [\n
{ product_line: 'ai_soc', product_tier: 'search_ai_lake' },\n
]\n```\n\n2. Once Kibana is up and running login in with the `admin`
role using\nthe role dropdown.\n3. Navigate to
`app/management/roles/edit`\n4. Click on `Assign to space` button and
assign a space to that role on\nthe `Assign role to spaces` flyout.\n5.
Expand the `Security` privileges and verify that only 4\nsub-privileges
are seen and that Timelines and Notes are not among them.\n\n###
Checklist\n\nCheck the PR satisfies following conditions. \n\nReviewers
should verify this PR satisfies this list as well.\n\n- [ ] Any text
added follows [EUI's
writing\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\nsentence case text and includes
[i18n\nsupport](https://github.com/elastic/kibana/blob/main/src/platform/packages/shared/kbn-i18n/README.md)\n-
[
]\n[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)\nwas
added for features that require explanation or tutorials\n- [ ] [Unit or
functional\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\nwere
updated or added to match the most common scenarios\n- [ ] If a plugin
configuration key changed, check if it needs to be\nallowlisted in the
cloud and added to the
[docker\nlist](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker)\n-
[ ] This was checked for breaking HTTP API changes, and any
breaking\nchanges have been approved by the breaking-change committee.
The\n`release_note:breaking` label should be applied in these
situations.\n- [ ] [Flaky
Test\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\nused on any tests changed\n- [ ] The PR description includes the
appropriate Release Notes section,\nand the correct `release_note:*`
label is applied per
the\n[guidelines](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\n\n###
Identify risks\n\nDoes this PR introduce any risks? For example,
consider risks like hard\nto test bugs, performance regression,
potential of data loss.\n\nDescribe the risk, its severity, and
mitigation for each identified\nrisk. Invite stakeholders and evaluate
how to proceed before merging.\n\n- [ ] [See some
risk\nexamples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx)\n-
[ ]
...","sha":"cf1cd55a490c27c556957d34ac292802f2d83875","branchLabelMapping":{"^v9.1.0$":"main","^v8.19.0$":"8.x","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["release_note:skip","Team:Defend
Workflows","Team:Security Generative
AI","backport:version","v9.1.0","v8.19.0"],"title":"[Ai4dSoc][Serverless]
Hide notes/timelines for `search_ai_lake`
tier","number":215334,"url":"https://github.com/elastic/kibana/pull/215334","mergeCommit":{"message":"[Ai4dSoc]
Hide notes/timelines for `search_ai_lake` tier (#215334)\n\n>
[!CAUTION]\n> Do not merge yet!\n> This PR is mergeable based on the
assumption that we do not allow\ndowngrading to `search_ai_lake` tier
from `essentials`/`complete` or\n`trial` `complete/essentals`.\n\n##
Summary\n\nOn serverless with following sets of product types/lines
timelines and\nnotes are not available to the user.\n\n```json5\n[\n {
product_line: 'ai_soc', product_tier: 'search_ai_lake' }\n]\n```\nor
\n```json5\n[\n { product_line: 'security', product_tier:
'search_ai_lake' }\n]\n```\nor with \n```json5\n[\n { product_line:
'ai_soc', product_tier: 'search_ai_lake' },\n { product_line:
'security', product_tier: 'search_ai_lake' }\n]\n```\n\nThis applies to
custom role creation flyout where timelines/notes\nprivileges are not
available for RBAC.\n\n### Screenshots (where timeline and notes are not
available)\n\n#### Custom role creation \n![Screenshot 2025-03-20 at 14
04\n30](https://github.com/user-attachments/assets/5368b85e-ac29-4eac-a397-8f978c217369)\n\nAlso
on alerts page notes and timelines is not available action
items.\nTrying to access these via URL does not show them
either.\n\n#### Current alerts page (with timelines and notes not
available)\n![Screenshot 2025-03-20 at 14
08\n46](https://github.com/user-attachments/assets/735c0968-c8aa-4954-b8aa-4e6be53e147b)\n\n####
Alert details via URL (without notes on the expanded
flyout)\n![Screenshot 2025-03-20 at 14
18\n55](https://github.com/user-attachments/assets/8b47978f-12f7-4022-8a72-22de8f7652fc)\n\n\n##
How to Test\n\n1. While on the Kibana root directory, run ES/Kibana on
serverless mode\nwith:\n\n```bash\nyarn es serverless --kill
--projectType security --kibanaUrl=http://0.0.0.0:5601\n```\nand on a
new window\n```bash\nyarn serverless-security
--no-base-path\n```\n\nEnable the AI for SOC tier, by adding the
following to your\n`serverless.security.dev.yaml`
file:\n\n```json5\nxpack.securitySolutionServerless.productTypes:\n [\n
{ product_line: 'ai_soc', product_tier: 'search_ai_lake' },\n
]\n```\n\n2. Once Kibana is up and running login in with the `admin`
role using\nthe role dropdown.\n3. Navigate to
`app/management/roles/edit`\n4. Click on `Assign to space` button and
assign a space to that role on\nthe `Assign role to spaces` flyout.\n5.
Expand the `Security` privileges and verify that only 4\nsub-privileges
are seen and that Timelines and Notes are not among them.\n\n###
Checklist\n\nCheck the PR satisfies following conditions. \n\nReviewers
should verify this PR satisfies this list as well.\n\n- [ ] Any text
added follows [EUI's
writing\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\nsentence case text and includes
[i18n\nsupport](https://github.com/elastic/kibana/blob/main/src/platform/packages/shared/kbn-i18n/README.md)\n-
[
]\n[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)\nwas
added for features that require explanation or tutorials\n- [ ] [Unit or
functional\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\nwere
updated or added to match the most common scenarios\n- [ ] If a plugin
configuration key changed, check if it needs to be\nallowlisted in the
cloud and added to the
[docker\nlist](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker)\n-
[ ] This was checked for breaking HTTP API changes, and any
breaking\nchanges have been approved by the breaking-change committee.
The\n`release_note:breaking` label should be applied in these
situations.\n- [ ] [Flaky
Test\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\nused on any tests changed\n- [ ] The PR description includes the
appropriate Release Notes section,\nand the correct `release_note:*`
label is applied per
the\n[guidelines](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\n\n###
Identify risks\n\nDoes this PR introduce any risks? For example,
consider risks like hard\nto test bugs, performance regression,
potential of data loss.\n\nDescribe the risk, its severity, and
mitigation for each identified\nrisk. Invite stakeholders and evaluate
how to proceed before merging.\n\n- [ ] [See some
risk\nexamples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx)\n-
[ ]
...","sha":"cf1cd55a490c27c556957d34ac292802f2d83875"}},"sourceBranch":"main","suggestedTargetBranches":["8.19"],"targetPullRequestStates":[{"branch":"main","label":"v9.1.0","branchLabelMappingKey":"^v9.1.0$","isSourceBranch":true,"state":"MERGED","url":"https://github.com/elastic/kibana/pull/215334","number":215334,"mergeCommit":{"message":"[Ai4dSoc]
Hide notes/timelines for `search_ai_lake` tier (#215334)\n\n>
[!CAUTION]\n> Do not merge yet!\n> This PR is mergeable based on the
assumption that we do not allow\ndowngrading to `search_ai_lake` tier
from `essentials`/`complete` or\n`trial` `complete/essentals`.\n\n##
Summary\n\nOn serverless with following sets of product types/lines
timelines and\nnotes are not available to the user.\n\n```json5\n[\n {
product_line: 'ai_soc', product_tier: 'search_ai_lake' }\n]\n```\nor
\n```json5\n[\n { product_line: 'security', product_tier:
'search_ai_lake' }\n]\n```\nor with \n```json5\n[\n { product_line:
'ai_soc', product_tier: 'search_ai_lake' },\n { product_line:
'security', product_tier: 'search_ai_lake' }\n]\n```\n\nThis applies to
custom role creation flyout where timelines/notes\nprivileges are not
available for RBAC.\n\n### Screenshots (where timeline and notes are not
available)\n\n#### Custom role creation \n![Screenshot 2025-03-20 at 14
04\n30](https://github.com/user-attachments/assets/5368b85e-ac29-4eac-a397-8f978c217369)\n\nAlso
on alerts page notes and timelines is not available action
items.\nTrying to access these via URL does not show them
either.\n\n#### Current alerts page (with timelines and notes not
available)\n![Screenshot 2025-03-20 at 14
08\n46](https://github.com/user-attachments/assets/735c0968-c8aa-4954-b8aa-4e6be53e147b)\n\n####
Alert details via URL (without notes on the expanded
flyout)\n![Screenshot 2025-03-20 at 14
18\n55](https://github.com/user-attachments/assets/8b47978f-12f7-4022-8a72-22de8f7652fc)\n\n\n##
How to Test\n\n1. While on the Kibana root directory, run ES/Kibana on
serverless mode\nwith:\n\n```bash\nyarn es serverless --kill
--projectType security --kibanaUrl=http://0.0.0.0:5601\n```\nand on a
new window\n```bash\nyarn serverless-security
--no-base-path\n```\n\nEnable the AI for SOC tier, by adding the
following to your\n`serverless.security.dev.yaml`
file:\n\n```json5\nxpack.securitySolutionServerless.productTypes:\n [\n
{ product_line: 'ai_soc', product_tier: 'search_ai_lake' },\n
]\n```\n\n2. Once Kibana is up and running login in with the `admin`
role using\nthe role dropdown.\n3. Navigate to
`app/management/roles/edit`\n4. Click on `Assign to space` button and
assign a space to that role on\nthe `Assign role to spaces` flyout.\n5.
Expand the `Security` privileges and verify that only 4\nsub-privileges
are seen and that Timelines and Notes are not among them.\n\n###
Checklist\n\nCheck the PR satisfies following conditions. \n\nReviewers
should verify this PR satisfies this list as well.\n\n- [ ] Any text
added follows [EUI's
writing\nguidelines](https://elastic.github.io/eui/#/guidelines/writing),
uses\nsentence case text and includes
[i18n\nsupport](https://github.com/elastic/kibana/blob/main/src/platform/packages/shared/kbn-i18n/README.md)\n-
[
]\n[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)\nwas
added for features that require explanation or tutorials\n- [ ] [Unit or
functional\ntests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)\nwere
updated or added to match the most common scenarios\n- [ ] If a plugin
configuration key changed, check if it needs to be\nallowlisted in the
cloud and added to the
[docker\nlist](https://github.com/elastic/kibana/blob/main/src/dev/build/tasks/os_packages/docker_generator/resources/base/bin/kibana-docker)\n-
[ ] This was checked for breaking HTTP API changes, and any
breaking\nchanges have been approved by the breaking-change committee.
The\n`release_note:breaking` label should be applied in these
situations.\n- [ ] [Flaky
Test\nRunner](https://ci-stats.kibana.dev/trigger_flaky_test_runner/1)
was\nused on any tests changed\n- [ ] The PR description includes the
appropriate Release Notes section,\nand the correct `release_note:*`
label is applied per
the\n[guidelines](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)\n\n###
Identify risks\n\nDoes this PR introduce any risks? For example,
consider risks like hard\nto test bugs, performance regression,
potential of data loss.\n\nDescribe the risk, its severity, and
mitigation for each identified\nrisk. Invite stakeholders and evaluate
how to proceed before merging.\n\n- [ ] [See some
risk\nexamples](https://github.com/elastic/kibana/blob/main/RISK_MATRIX.mdx)\n-
[ ]
...","sha":"cf1cd55a490c27c556957d34ac292802f2d83875"}},{"branch":"8.x","label":"v8.19.0","branchLabelMappingKey":"^v8.19.0$","isSourceBranch":false,"state":"NOT_CREATED"}]}]
BACKPORT-->

---------

Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>