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Remove index.mode: lookup for RnA alert indices#251064

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mikecote merged 2 commits intoelastic:alerting_v2from
mikecote:remove-index-mode-lookup
Jan 30, 2026
Merged

Remove index.mode: lookup for RnA alert indices#251064
mikecote merged 2 commits intoelastic:alerting_v2from
mikecote:remove-index-mode-lookup

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We originally introduced this to support functionality that relied on lookup joins. Given the limitations of lookup joins (single shard, requires special index mode, performance, etc), we've decided to move away from that approach and instead use various solutions.

@mikecote mikecote requested a review from a team as a code owner January 30, 2026 14:04
@mikecote mikecote added release_note:skip Skip the PR/issue when compiling release notes backport:skip This PR does not require backporting Team:ResponseOps Platform ResponseOps team (formerly the Cases and Alerting teams) t// labels Jan 30, 2026
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Pinging @elastic/response-ops (Team:ResponseOps)

@mikecote mikecote merged commit 277deb6 into elastic:alerting_v2 Jan 30, 2026
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elasticmachine commented Jan 30, 2026

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darnautov added a commit that referenced this pull request Mar 27, 2026
## Summary

### Key capabilities

- **ES|QL-native rule evaluation** — Rules are defined as ES|QL queries
with optional WHERE clause conditions, evaluated on a configurable
schedule
- **Alert lifecycle management** — Full episode tracking with pending →
active → recovering → inactive state transitions, including configurable
alert delay (consecutive breaches / duration)
- **Event-driven architecture** — Alert events and actions are stored in
dedicated data streams (`.alerting-events`, `.alerting-actions`) with
ES|QL views for querying
- **Notification dispatch pipeline** — A multi-step dispatcher that
matches alert episodes to notification policies, handles
throttling/suppression, and triggers Kibana Workflows using encrypted
API keys
- **Notification policies** — CRUD APIs and UI for creating notification
policies with KQL-based rule matching, workflow integration, and API key
management
- **Rule authoring UI** — A shared rule form package
(`@kbn/alerting-v2-rule-form`) usable standalone or embedded in
Discover, with ES|QL editor, WHERE clause condition editing, recovery
configuration, and live query preview
- **Rule management UI** — Full rule list with pagination,
enable/disable, clone, edit, and delete operations
- **APM instrumentation** — Middleware and decorators for tracing rule
execution and client operations

### Architecture highlights

- **InversifyJS DI** — All services use constructor injection with typed
tokens, scoped per-request or singleton as appropriate
- **Pipeline pattern** — Rule executor and dispatcher use composable
step-based pipelines
- **Saved Objects** — Rules stored as hidden saved objects; notification
policies stored as encrypted saved objects (for API key protection)
- **Feature privileges** — Dedicated Kibana feature with read/all
privileges for RBAC

---

## Contained PRs

<details>
<summary><strong>Core Engine & Plugin Init</strong> (12 PRs)</summary>

- #247283 — Init alerting v2 plugin (@cnasikas)
- #247452 — Add the alerting v2 feature privileges (@cnasikas)
- #247673 — Director (@cnasikas)
- #248306 — Create basic services (@cnasikas)
- #248696 — Initialize all resources (@cnasikas)
- #250023 — Schema package (@cnasikas)
- #250010 — YML Editor (@cnasikas)
- #251064 — Remove index.mode: lookup for RnA alert indices (@cnasikas)
- #251707 — Simplify task registration pattern (@kdelemme)
- #251876 — Dedicated user service (@cnasikas)
- #252073 — Use `kbn/data-streams` in alerting_v2 (@cnasikas)
- #255120 — Update alerting-v2 owner to new rna project team (@cnasikas)

</details>

<details>
<summary><strong>Rule Execution Pipeline</strong> (12 PRs)</summary>

- #247472 — Add alerting v2 Rule Executor (@darnautov)
- #248285 — Alerting v2 rule HTTP APIs (@darnautov)
- #248728 — Add basic alert actions route (@darnautov)
- #250161 — Refactor rule executor to use a pipeline pattern
(@darnautov)
- #252292 — Implement the CountTimeframeStrategy for the director
(@cnasikas)
- #252544 — Add support of streaming in the rule executor (@darnautov)
- #252754 — Update rule attributes (@kdelemme)
- #253355 — Add getRules client method (@kdelemme)
- #253668 — Make evaluation.query.condition optional (@kdelemme)
- #254031 — Add recovery event generation to rule execution pipeline
(@kdelemme)
- #255968 — ES&#124;QL views (@adcoelho)
- #256697 — Create episodes ES&#124;QL view (@adcoelho)

</details>

<details>
<summary><strong>Alert Suppression & Episodes</strong> (3 PRs)</summary>

- #252174 — Alert suppression (@kdelemme)
- #256486 — Fix suppression query (@kdelemme)
- #256527 — Store 'unmatched' action for unmatched alert episodes
(@kdelemme)

</details>

<details>
<summary><strong>Dispatcher & Notification Engine</strong> (6
PRs)</summary>

- #250822 — Alerting v2 dispatcher (@kdelemme)
- #251529 — Use query service in dispatcher (@kdelemme)
- #251679 — Dispatcher task (@kdelemme)
- #252758 — Dispatcher notification policy (@kdelemme)
- #255332 — Wait for resources before scheduling dispatcher task
(@kdelemme)
- #256536 — Use stored encrypted API keys from Notification Policy in
dispatcher step (@kdelemme)

</details>

<details>
<summary><strong>Notification Policies (Server)</strong> (4
PRs)</summary>

- #251336 — Introduce notification policy CRUD APIs and client
(@cnasikas)
- #253134 — Update notification policy (@cnasikas)
- #254808 — Store API key owner on Notification Policy (@kdelemme)
- #256940 — Make notification policies global with optional rule-label
scoping (@kdelemme)

</details>

<details>
<summary><strong>Notification Policies UI</strong> (1 PR)</summary>

- #255599 — Add notification policies UI and Storybook form story
(@adcoelho)

</details>

<details>
<summary><strong>Rule Authoring UI</strong> (13 PRs)</summary>

- #250961 — Add create rule flyout in Discover (@adcoelho)
- #255111 — Add activation configuration fields to alerting V2 rule form
(@yiannisnikolopoulos)
- #255427 — Rule form: provide services via context (@dominiqueclarke)
- #255876 — MVP rule form, Split evaluation condition, and Recovery
configuration (@dominiqueclarke)
- #256260 — Foundational rule list (@dominiqueclarke)
- #256756 — Wire up edit flow (@dominiqueclarke)
- #256801 — Move consecutive breaches max to shared constants
(@yiannisnikolopoulos)
- #256818 — Preview query and design parity (@dominiqueclarke)
- #256938 — Allow clearing number inputs in state transition fields
(@yiannisnikolopoulos)
- #257017 — Add enable/disable and clone rule to rule list
(@dominiqueclarke)
- #257246 — Remove all React.FC (@dominiqueclarke)
- #257415 — Rule form - fix test (@dominiqueclarke)
- #257454 — Block comma key in number input component
(@yiannisnikolopoulos)

</details>

<details>
<summary><strong>API Documentation & Schema</strong> (2 PRs)</summary>

- #254901 — Rename indexes for alert events and actions (@adcoelho)
- #255810 — OAS for alert action routes (@adcoelho)

</details>

<details>
<summary><strong>Observability & Monitoring</strong> (3 PRs)</summary>

- #254925 — Add ApmMiddleware to the rule executor (@adcoelho)
- #255115 — Add the withAPM decorator and apply it to the rules_client
(@adcoelho)
- #255999 — Fix linting problem in apm middleware (@adcoelho)

</details>

<details>
<summary><strong>CI & Maintenance</strong> (2 PRs)</summary>

- #257409 — Refactor SO services to use inversify DI for client
initialization (@darnautov)
- Fix alerting-v2-schema jest config (@darnautov)

</details>

---

---------

Co-authored-by: Dima Arnautov <dmitrii.arnautov@elastic.co>
Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
Co-authored-by: Kevin Delemme <kevin.delemme@elastic.co>
Co-authored-by: Mike Côté <mikecote@users.noreply.github.com>
Co-authored-by: Antonio <antonio.coelho@elastic.co>
Co-authored-by: Kevin Delemme <kdelemme@gmail.com>
Co-authored-by: Dominique Clarke <dominique.clarke@elastic.co>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Jason Rhodes <jason.rhodes@elastic.co>
Co-authored-by: Yiannis Nikolopoulos <yiannis.nikolopoulos@elastic.co>
Co-authored-by: Alexi Doak <109488926+doakalexi@users.noreply.github.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Bailey Cash <bailey.cash@elastic.co>
Co-authored-by: Anna Davydova <ana.davydova@elastic.co>
Co-authored-by: Umberto Pepato <umbopepato@users.noreply.github.com>
Co-authored-by: Jason Rhodes <jason.matthew.rhodes@gmail.com>
Co-authored-by: Joana Cardoso <169058851+joana-cps@users.noreply.github.com>
SoniaSanzV pushed a commit to SoniaSanzV/kibana that referenced this pull request Mar 30, 2026
## Summary

### Key capabilities

- **ES|QL-native rule evaluation** — Rules are defined as ES|QL queries
with optional WHERE clause conditions, evaluated on a configurable
schedule
- **Alert lifecycle management** — Full episode tracking with pending →
active → recovering → inactive state transitions, including configurable
alert delay (consecutive breaches / duration)
- **Event-driven architecture** — Alert events and actions are stored in
dedicated data streams (`.alerting-events`, `.alerting-actions`) with
ES|QL views for querying
- **Notification dispatch pipeline** — A multi-step dispatcher that
matches alert episodes to notification policies, handles
throttling/suppression, and triggers Kibana Workflows using encrypted
API keys
- **Notification policies** — CRUD APIs and UI for creating notification
policies with KQL-based rule matching, workflow integration, and API key
management
- **Rule authoring UI** — A shared rule form package
(`@kbn/alerting-v2-rule-form`) usable standalone or embedded in
Discover, with ES|QL editor, WHERE clause condition editing, recovery
configuration, and live query preview
- **Rule management UI** — Full rule list with pagination,
enable/disable, clone, edit, and delete operations
- **APM instrumentation** — Middleware and decorators for tracing rule
execution and client operations

### Architecture highlights

- **InversifyJS DI** — All services use constructor injection with typed
tokens, scoped per-request or singleton as appropriate
- **Pipeline pattern** — Rule executor and dispatcher use composable
step-based pipelines
- **Saved Objects** — Rules stored as hidden saved objects; notification
policies stored as encrypted saved objects (for API key protection)
- **Feature privileges** — Dedicated Kibana feature with read/all
privileges for RBAC

---

## Contained PRs

<details>
<summary><strong>Core Engine & Plugin Init</strong> (12 PRs)</summary>

- elastic#247283 — Init alerting v2 plugin (@cnasikas)
- elastic#247452 — Add the alerting v2 feature privileges (@cnasikas)
- elastic#247673 — Director (@cnasikas)
- elastic#248306 — Create basic services (@cnasikas)
- elastic#248696 — Initialize all resources (@cnasikas)
- elastic#250023 — Schema package (@cnasikas)
- elastic#250010 — YML Editor (@cnasikas)
- elastic#251064 — Remove index.mode: lookup for RnA alert indices (@cnasikas)
- elastic#251707 — Simplify task registration pattern (@kdelemme)
- elastic#251876 — Dedicated user service (@cnasikas)
- elastic#252073 — Use `kbn/data-streams` in alerting_v2 (@cnasikas)
- elastic#255120 — Update alerting-v2 owner to new rna project team (@cnasikas)

</details>

<details>
<summary><strong>Rule Execution Pipeline</strong> (12 PRs)</summary>

- elastic#247472 — Add alerting v2 Rule Executor (@darnautov)
- elastic#248285 — Alerting v2 rule HTTP APIs (@darnautov)
- elastic#248728 — Add basic alert actions route (@darnautov)
- elastic#250161 — Refactor rule executor to use a pipeline pattern
(@darnautov)
- elastic#252292 — Implement the CountTimeframeStrategy for the director
(@cnasikas)
- elastic#252544 — Add support of streaming in the rule executor (@darnautov)
- elastic#252754 — Update rule attributes (@kdelemme)
- elastic#253355 — Add getRules client method (@kdelemme)
- elastic#253668 — Make evaluation.query.condition optional (@kdelemme)
- elastic#254031 — Add recovery event generation to rule execution pipeline
(@kdelemme)
- elastic#255968 — ES&elastic#124;QL views (@adcoelho)
- elastic#256697 — Create episodes ES&elastic#124;QL view (@adcoelho)

</details>

<details>
<summary><strong>Alert Suppression & Episodes</strong> (3 PRs)</summary>

- elastic#252174 — Alert suppression (@kdelemme)
- elastic#256486 — Fix suppression query (@kdelemme)
- elastic#256527 — Store 'unmatched' action for unmatched alert episodes
(@kdelemme)

</details>

<details>
<summary><strong>Dispatcher & Notification Engine</strong> (6
PRs)</summary>

- elastic#250822 — Alerting v2 dispatcher (@kdelemme)
- elastic#251529 — Use query service in dispatcher (@kdelemme)
- elastic#251679 — Dispatcher task (@kdelemme)
- elastic#252758 — Dispatcher notification policy (@kdelemme)
- elastic#255332 — Wait for resources before scheduling dispatcher task
(@kdelemme)
- elastic#256536 — Use stored encrypted API keys from Notification Policy in
dispatcher step (@kdelemme)

</details>

<details>
<summary><strong>Notification Policies (Server)</strong> (4
PRs)</summary>

- elastic#251336 — Introduce notification policy CRUD APIs and client
(@cnasikas)
- elastic#253134 — Update notification policy (@cnasikas)
- elastic#254808 — Store API key owner on Notification Policy (@kdelemme)
- elastic#256940 — Make notification policies global with optional rule-label
scoping (@kdelemme)

</details>

<details>
<summary><strong>Notification Policies UI</strong> (1 PR)</summary>

- elastic#255599 — Add notification policies UI and Storybook form story
(@adcoelho)

</details>

<details>
<summary><strong>Rule Authoring UI</strong> (13 PRs)</summary>

- elastic#250961 — Add create rule flyout in Discover (@adcoelho)
- elastic#255111 — Add activation configuration fields to alerting V2 rule form
(@yiannisnikolopoulos)
- elastic#255427 — Rule form: provide services via context (@dominiqueclarke)
- elastic#255876 — MVP rule form, Split evaluation condition, and Recovery
configuration (@dominiqueclarke)
- elastic#256260 — Foundational rule list (@dominiqueclarke)
- elastic#256756 — Wire up edit flow (@dominiqueclarke)
- elastic#256801 — Move consecutive breaches max to shared constants
(@yiannisnikolopoulos)
- elastic#256818 — Preview query and design parity (@dominiqueclarke)
- elastic#256938 — Allow clearing number inputs in state transition fields
(@yiannisnikolopoulos)
- elastic#257017 — Add enable/disable and clone rule to rule list
(@dominiqueclarke)
- elastic#257246 — Remove all React.FC (@dominiqueclarke)
- elastic#257415 — Rule form - fix test (@dominiqueclarke)
- elastic#257454 — Block comma key in number input component
(@yiannisnikolopoulos)

</details>

<details>
<summary><strong>API Documentation & Schema</strong> (2 PRs)</summary>

- elastic#254901 — Rename indexes for alert events and actions (@adcoelho)
- elastic#255810 — OAS for alert action routes (@adcoelho)

</details>

<details>
<summary><strong>Observability & Monitoring</strong> (3 PRs)</summary>

- elastic#254925 — Add ApmMiddleware to the rule executor (@adcoelho)
- elastic#255115 — Add the withAPM decorator and apply it to the rules_client
(@adcoelho)
- elastic#255999 — Fix linting problem in apm middleware (@adcoelho)

</details>

<details>
<summary><strong>CI & Maintenance</strong> (2 PRs)</summary>

- elastic#257409 — Refactor SO services to use inversify DI for client
initialization (@darnautov)
- Fix alerting-v2-schema jest config (@darnautov)

</details>

---

---------

Co-authored-by: Dima Arnautov <dmitrii.arnautov@elastic.co>
Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
Co-authored-by: Kevin Delemme <kevin.delemme@elastic.co>
Co-authored-by: Mike Côté <mikecote@users.noreply.github.com>
Co-authored-by: Antonio <antonio.coelho@elastic.co>
Co-authored-by: Kevin Delemme <kdelemme@gmail.com>
Co-authored-by: Dominique Clarke <dominique.clarke@elastic.co>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Jason Rhodes <jason.rhodes@elastic.co>
Co-authored-by: Yiannis Nikolopoulos <yiannis.nikolopoulos@elastic.co>
Co-authored-by: Alexi Doak <109488926+doakalexi@users.noreply.github.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Bailey Cash <bailey.cash@elastic.co>
Co-authored-by: Anna Davydova <ana.davydova@elastic.co>
Co-authored-by: Umberto Pepato <umbopepato@users.noreply.github.com>
Co-authored-by: Jason Rhodes <jason.matthew.rhodes@gmail.com>
Co-authored-by: Joana Cardoso <169058851+joana-cps@users.noreply.github.com>
jeramysoucy pushed a commit to jeramysoucy/kibana that referenced this pull request Apr 1, 2026
- **ES|QL-native rule evaluation** — Rules are defined as ES|QL queries
with optional WHERE clause conditions, evaluated on a configurable
schedule
- **Alert lifecycle management** — Full episode tracking with pending →
active → recovering → inactive state transitions, including configurable
alert delay (consecutive breaches / duration)
- **Event-driven architecture** — Alert events and actions are stored in
dedicated data streams (`.alerting-events`, `.alerting-actions`) with
ES|QL views for querying
- **Notification dispatch pipeline** — A multi-step dispatcher that
matches alert episodes to notification policies, handles
throttling/suppression, and triggers Kibana Workflows using encrypted
API keys
- **Notification policies** — CRUD APIs and UI for creating notification
policies with KQL-based rule matching, workflow integration, and API key
management
- **Rule authoring UI** — A shared rule form package
(`@kbn/alerting-v2-rule-form`) usable standalone or embedded in
Discover, with ES|QL editor, WHERE clause condition editing, recovery
configuration, and live query preview
- **Rule management UI** — Full rule list with pagination,
enable/disable, clone, edit, and delete operations
- **APM instrumentation** — Middleware and decorators for tracing rule
execution and client operations

- **InversifyJS DI** — All services use constructor injection with typed
tokens, scoped per-request or singleton as appropriate
- **Pipeline pattern** — Rule executor and dispatcher use composable
step-based pipelines
- **Saved Objects** — Rules stored as hidden saved objects; notification
policies stored as encrypted saved objects (for API key protection)
- **Feature privileges** — Dedicated Kibana feature with read/all
privileges for RBAC

---

<details>
<summary><strong>Core Engine & Plugin Init</strong> (12 PRs)</summary>

- elastic#247283 — Init alerting v2 plugin (@cnasikas)
- elastic#247452 — Add the alerting v2 feature privileges (@cnasikas)
- elastic#247673 — Director (@cnasikas)
- elastic#248306 — Create basic services (@cnasikas)
- elastic#248696 — Initialize all resources (@cnasikas)
- elastic#250023 — Schema package (@cnasikas)
- elastic#250010 — YML Editor (@cnasikas)
- elastic#251064 — Remove index.mode: lookup for RnA alert indices (@cnasikas)
- elastic#251707 — Simplify task registration pattern (@kdelemme)
- elastic#251876 — Dedicated user service (@cnasikas)
- elastic#252073 — Use `kbn/data-streams` in alerting_v2 (@cnasikas)
- elastic#255120 — Update alerting-v2 owner to new rna project team (@cnasikas)

</details>

<details>
<summary><strong>Rule Execution Pipeline</strong> (12 PRs)</summary>

- elastic#247472 — Add alerting v2 Rule Executor (@darnautov)
- elastic#248285 — Alerting v2 rule HTTP APIs (@darnautov)
- elastic#248728 — Add basic alert actions route (@darnautov)
- elastic#250161 — Refactor rule executor to use a pipeline pattern
(@darnautov)
- elastic#252292 — Implement the CountTimeframeStrategy for the director
(@cnasikas)
- elastic#252544 — Add support of streaming in the rule executor (@darnautov)
- elastic#252754 — Update rule attributes (@kdelemme)
- elastic#253355 — Add getRules client method (@kdelemme)
- elastic#253668 — Make evaluation.query.condition optional (@kdelemme)
- elastic#254031 — Add recovery event generation to rule execution pipeline
(@kdelemme)
- elastic#255968 — ES&elastic#124;QL views (@adcoelho)
- elastic#256697 — Create episodes ES&elastic#124;QL view (@adcoelho)

</details>

<details>
<summary><strong>Alert Suppression & Episodes</strong> (3 PRs)</summary>

- elastic#252174 — Alert suppression (@kdelemme)
- elastic#256486 — Fix suppression query (@kdelemme)
- elastic#256527 — Store 'unmatched' action for unmatched alert episodes
(@kdelemme)

</details>

<details>
<summary><strong>Dispatcher & Notification Engine</strong> (6
PRs)</summary>

- elastic#250822 — Alerting v2 dispatcher (@kdelemme)
- elastic#251529 — Use query service in dispatcher (@kdelemme)
- elastic#251679 — Dispatcher task (@kdelemme)
- elastic#252758 — Dispatcher notification policy (@kdelemme)
- elastic#255332 — Wait for resources before scheduling dispatcher task
(@kdelemme)
- elastic#256536 — Use stored encrypted API keys from Notification Policy in
dispatcher step (@kdelemme)

</details>

<details>
<summary><strong>Notification Policies (Server)</strong> (4
PRs)</summary>

- elastic#251336 — Introduce notification policy CRUD APIs and client
(@cnasikas)
- elastic#253134 — Update notification policy (@cnasikas)
- elastic#254808 — Store API key owner on Notification Policy (@kdelemme)
- elastic#256940 — Make notification policies global with optional rule-label
scoping (@kdelemme)

</details>

<details>
<summary><strong>Notification Policies UI</strong> (1 PR)</summary>

- elastic#255599 — Add notification policies UI and Storybook form story
(@adcoelho)

</details>

<details>
<summary><strong>Rule Authoring UI</strong> (13 PRs)</summary>

- elastic#250961 — Add create rule flyout in Discover (@adcoelho)
- elastic#255111 — Add activation configuration fields to alerting V2 rule form
(@yiannisnikolopoulos)
- elastic#255427 — Rule form: provide services via context (@dominiqueclarke)
- elastic#255876 — MVP rule form, Split evaluation condition, and Recovery
configuration (@dominiqueclarke)
- elastic#256260 — Foundational rule list (@dominiqueclarke)
- elastic#256756 — Wire up edit flow (@dominiqueclarke)
- elastic#256801 — Move consecutive breaches max to shared constants
(@yiannisnikolopoulos)
- elastic#256818 — Preview query and design parity (@dominiqueclarke)
- elastic#256938 — Allow clearing number inputs in state transition fields
(@yiannisnikolopoulos)
- elastic#257017 — Add enable/disable and clone rule to rule list
(@dominiqueclarke)
- elastic#257246 — Remove all React.FC (@dominiqueclarke)
- elastic#257415 — Rule form - fix test (@dominiqueclarke)
- elastic#257454 — Block comma key in number input component
(@yiannisnikolopoulos)

</details>

<details>
<summary><strong>API Documentation & Schema</strong> (2 PRs)</summary>

- elastic#254901 — Rename indexes for alert events and actions (@adcoelho)
- elastic#255810 — OAS for alert action routes (@adcoelho)

</details>

<details>
<summary><strong>Observability & Monitoring</strong> (3 PRs)</summary>

- elastic#254925 — Add ApmMiddleware to the rule executor (@adcoelho)
- elastic#255115 — Add the withAPM decorator and apply it to the rules_client
(@adcoelho)
- elastic#255999 — Fix linting problem in apm middleware (@adcoelho)

</details>

<details>
<summary><strong>CI & Maintenance</strong> (2 PRs)</summary>

- elastic#257409 — Refactor SO services to use inversify DI for client
initialization (@darnautov)
- Fix alerting-v2-schema jest config (@darnautov)

</details>

---

---------

Co-authored-by: Dima Arnautov <dmitrii.arnautov@elastic.co>
Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
Co-authored-by: Kevin Delemme <kevin.delemme@elastic.co>
Co-authored-by: Mike Côté <mikecote@users.noreply.github.com>
Co-authored-by: Antonio <antonio.coelho@elastic.co>
Co-authored-by: Kevin Delemme <kdelemme@gmail.com>
Co-authored-by: Dominique Clarke <dominique.clarke@elastic.co>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Jason Rhodes <jason.rhodes@elastic.co>
Co-authored-by: Yiannis Nikolopoulos <yiannis.nikolopoulos@elastic.co>
Co-authored-by: Alexi Doak <109488926+doakalexi@users.noreply.github.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Bailey Cash <bailey.cash@elastic.co>
Co-authored-by: Anna Davydova <ana.davydova@elastic.co>
Co-authored-by: Umberto Pepato <umbopepato@users.noreply.github.com>
Co-authored-by: Jason Rhodes <jason.matthew.rhodes@gmail.com>
Co-authored-by: Joana Cardoso <169058851+joana-cps@users.noreply.github.com>
jeramysoucy pushed a commit to jeramysoucy/kibana that referenced this pull request Apr 1, 2026
- **ES|QL-native rule evaluation** — Rules are defined as ES|QL queries
with optional WHERE clause conditions, evaluated on a configurable
schedule
- **Alert lifecycle management** — Full episode tracking with pending →
active → recovering → inactive state transitions, including configurable
alert delay (consecutive breaches / duration)
- **Event-driven architecture** — Alert events and actions are stored in
dedicated data streams (`.alerting-events`, `.alerting-actions`) with
ES|QL views for querying
- **Notification dispatch pipeline** — A multi-step dispatcher that
matches alert episodes to notification policies, handles
throttling/suppression, and triggers Kibana Workflows using encrypted
API keys
- **Notification policies** — CRUD APIs and UI for creating notification
policies with KQL-based rule matching, workflow integration, and API key
management
- **Rule authoring UI** — A shared rule form package
(`@kbn/alerting-v2-rule-form`) usable standalone or embedded in
Discover, with ES|QL editor, WHERE clause condition editing, recovery
configuration, and live query preview
- **Rule management UI** — Full rule list with pagination,
enable/disable, clone, edit, and delete operations
- **APM instrumentation** — Middleware and decorators for tracing rule
execution and client operations

- **InversifyJS DI** — All services use constructor injection with typed
tokens, scoped per-request or singleton as appropriate
- **Pipeline pattern** — Rule executor and dispatcher use composable
step-based pipelines
- **Saved Objects** — Rules stored as hidden saved objects; notification
policies stored as encrypted saved objects (for API key protection)
- **Feature privileges** — Dedicated Kibana feature with read/all
privileges for RBAC

---

<details>
<summary><strong>Core Engine & Plugin Init</strong> (12 PRs)</summary>

- elastic#247283 — Init alerting v2 plugin (@cnasikas)
- elastic#247452 — Add the alerting v2 feature privileges (@cnasikas)
- elastic#247673 — Director (@cnasikas)
- elastic#248306 — Create basic services (@cnasikas)
- elastic#248696 — Initialize all resources (@cnasikas)
- elastic#250023 — Schema package (@cnasikas)
- elastic#250010 — YML Editor (@cnasikas)
- elastic#251064 — Remove index.mode: lookup for RnA alert indices (@cnasikas)
- elastic#251707 — Simplify task registration pattern (@kdelemme)
- elastic#251876 — Dedicated user service (@cnasikas)
- elastic#252073 — Use `kbn/data-streams` in alerting_v2 (@cnasikas)
- elastic#255120 — Update alerting-v2 owner to new rna project team (@cnasikas)

</details>

<details>
<summary><strong>Rule Execution Pipeline</strong> (12 PRs)</summary>

- elastic#247472 — Add alerting v2 Rule Executor (@darnautov)
- elastic#248285 — Alerting v2 rule HTTP APIs (@darnautov)
- elastic#248728 — Add basic alert actions route (@darnautov)
- elastic#250161 — Refactor rule executor to use a pipeline pattern
(@darnautov)
- elastic#252292 — Implement the CountTimeframeStrategy for the director
(@cnasikas)
- elastic#252544 — Add support of streaming in the rule executor (@darnautov)
- elastic#252754 — Update rule attributes (@kdelemme)
- elastic#253355 — Add getRules client method (@kdelemme)
- elastic#253668 — Make evaluation.query.condition optional (@kdelemme)
- elastic#254031 — Add recovery event generation to rule execution pipeline
(@kdelemme)
- elastic#255968 — ES&elastic#124;QL views (@adcoelho)
- elastic#256697 — Create episodes ES&elastic#124;QL view (@adcoelho)

</details>

<details>
<summary><strong>Alert Suppression & Episodes</strong> (3 PRs)</summary>

- elastic#252174 — Alert suppression (@kdelemme)
- elastic#256486 — Fix suppression query (@kdelemme)
- elastic#256527 — Store 'unmatched' action for unmatched alert episodes
(@kdelemme)

</details>

<details>
<summary><strong>Dispatcher & Notification Engine</strong> (6
PRs)</summary>

- elastic#250822 — Alerting v2 dispatcher (@kdelemme)
- elastic#251529 — Use query service in dispatcher (@kdelemme)
- elastic#251679 — Dispatcher task (@kdelemme)
- elastic#252758 — Dispatcher notification policy (@kdelemme)
- elastic#255332 — Wait for resources before scheduling dispatcher task
(@kdelemme)
- elastic#256536 — Use stored encrypted API keys from Notification Policy in
dispatcher step (@kdelemme)

</details>

<details>
<summary><strong>Notification Policies (Server)</strong> (4
PRs)</summary>

- elastic#251336 — Introduce notification policy CRUD APIs and client
(@cnasikas)
- elastic#253134 — Update notification policy (@cnasikas)
- elastic#254808 — Store API key owner on Notification Policy (@kdelemme)
- elastic#256940 — Make notification policies global with optional rule-label
scoping (@kdelemme)

</details>

<details>
<summary><strong>Notification Policies UI</strong> (1 PR)</summary>

- elastic#255599 — Add notification policies UI and Storybook form story
(@adcoelho)

</details>

<details>
<summary><strong>Rule Authoring UI</strong> (13 PRs)</summary>

- elastic#250961 — Add create rule flyout in Discover (@adcoelho)
- elastic#255111 — Add activation configuration fields to alerting V2 rule form
(@yiannisnikolopoulos)
- elastic#255427 — Rule form: provide services via context (@dominiqueclarke)
- elastic#255876 — MVP rule form, Split evaluation condition, and Recovery
configuration (@dominiqueclarke)
- elastic#256260 — Foundational rule list (@dominiqueclarke)
- elastic#256756 — Wire up edit flow (@dominiqueclarke)
- elastic#256801 — Move consecutive breaches max to shared constants
(@yiannisnikolopoulos)
- elastic#256818 — Preview query and design parity (@dominiqueclarke)
- elastic#256938 — Allow clearing number inputs in state transition fields
(@yiannisnikolopoulos)
- elastic#257017 — Add enable/disable and clone rule to rule list
(@dominiqueclarke)
- elastic#257246 — Remove all React.FC (@dominiqueclarke)
- elastic#257415 — Rule form - fix test (@dominiqueclarke)
- elastic#257454 — Block comma key in number input component
(@yiannisnikolopoulos)

</details>

<details>
<summary><strong>API Documentation & Schema</strong> (2 PRs)</summary>

- elastic#254901 — Rename indexes for alert events and actions (@adcoelho)
- elastic#255810 — OAS for alert action routes (@adcoelho)

</details>

<details>
<summary><strong>Observability & Monitoring</strong> (3 PRs)</summary>

- elastic#254925 — Add ApmMiddleware to the rule executor (@adcoelho)
- elastic#255115 — Add the withAPM decorator and apply it to the rules_client
(@adcoelho)
- elastic#255999 — Fix linting problem in apm middleware (@adcoelho)

</details>

<details>
<summary><strong>CI & Maintenance</strong> (2 PRs)</summary>

- elastic#257409 — Refactor SO services to use inversify DI for client
initialization (@darnautov)
- Fix alerting-v2-schema jest config (@darnautov)

</details>

---

---------

Co-authored-by: Dima Arnautov <dmitrii.arnautov@elastic.co>
Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
Co-authored-by: Kevin Delemme <kevin.delemme@elastic.co>
Co-authored-by: Mike Côté <mikecote@users.noreply.github.com>
Co-authored-by: Antonio <antonio.coelho@elastic.co>
Co-authored-by: Kevin Delemme <kdelemme@gmail.com>
Co-authored-by: Dominique Clarke <dominique.clarke@elastic.co>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Jason Rhodes <jason.rhodes@elastic.co>
Co-authored-by: Yiannis Nikolopoulos <yiannis.nikolopoulos@elastic.co>
Co-authored-by: Alexi Doak <109488926+doakalexi@users.noreply.github.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Bailey Cash <bailey.cash@elastic.co>
Co-authored-by: Anna Davydova <ana.davydova@elastic.co>
Co-authored-by: Umberto Pepato <umbopepato@users.noreply.github.com>
Co-authored-by: Jason Rhodes <jason.matthew.rhodes@gmail.com>
Co-authored-by: Joana Cardoso <169058851+joana-cps@users.noreply.github.com>
paulinashakirova pushed a commit to paulinashakirova/kibana that referenced this pull request Apr 2, 2026
## Summary

### Key capabilities

- **ES|QL-native rule evaluation** — Rules are defined as ES|QL queries
with optional WHERE clause conditions, evaluated on a configurable
schedule
- **Alert lifecycle management** — Full episode tracking with pending →
active → recovering → inactive state transitions, including configurable
alert delay (consecutive breaches / duration)
- **Event-driven architecture** — Alert events and actions are stored in
dedicated data streams (`.alerting-events`, `.alerting-actions`) with
ES|QL views for querying
- **Notification dispatch pipeline** — A multi-step dispatcher that
matches alert episodes to notification policies, handles
throttling/suppression, and triggers Kibana Workflows using encrypted
API keys
- **Notification policies** — CRUD APIs and UI for creating notification
policies with KQL-based rule matching, workflow integration, and API key
management
- **Rule authoring UI** — A shared rule form package
(`@kbn/alerting-v2-rule-form`) usable standalone or embedded in
Discover, with ES|QL editor, WHERE clause condition editing, recovery
configuration, and live query preview
- **Rule management UI** — Full rule list with pagination,
enable/disable, clone, edit, and delete operations
- **APM instrumentation** — Middleware and decorators for tracing rule
execution and client operations

### Architecture highlights

- **InversifyJS DI** — All services use constructor injection with typed
tokens, scoped per-request or singleton as appropriate
- **Pipeline pattern** — Rule executor and dispatcher use composable
step-based pipelines
- **Saved Objects** — Rules stored as hidden saved objects; notification
policies stored as encrypted saved objects (for API key protection)
- **Feature privileges** — Dedicated Kibana feature with read/all
privileges for RBAC

---

## Contained PRs

<details>
<summary><strong>Core Engine & Plugin Init</strong> (12 PRs)</summary>

- elastic#247283 — Init alerting v2 plugin (@cnasikas)
- elastic#247452 — Add the alerting v2 feature privileges (@cnasikas)
- elastic#247673 — Director (@cnasikas)
- elastic#248306 — Create basic services (@cnasikas)
- elastic#248696 — Initialize all resources (@cnasikas)
- elastic#250023 — Schema package (@cnasikas)
- elastic#250010 — YML Editor (@cnasikas)
- elastic#251064 — Remove index.mode: lookup for RnA alert indices (@cnasikas)
- elastic#251707 — Simplify task registration pattern (@kdelemme)
- elastic#251876 — Dedicated user service (@cnasikas)
- elastic#252073 — Use `kbn/data-streams` in alerting_v2 (@cnasikas)
- elastic#255120 — Update alerting-v2 owner to new rna project team (@cnasikas)

</details>

<details>
<summary><strong>Rule Execution Pipeline</strong> (12 PRs)</summary>

- elastic#247472 — Add alerting v2 Rule Executor (@darnautov)
- elastic#248285 — Alerting v2 rule HTTP APIs (@darnautov)
- elastic#248728 — Add basic alert actions route (@darnautov)
- elastic#250161 — Refactor rule executor to use a pipeline pattern
(@darnautov)
- elastic#252292 — Implement the CountTimeframeStrategy for the director
(@cnasikas)
- elastic#252544 — Add support of streaming in the rule executor (@darnautov)
- elastic#252754 — Update rule attributes (@kdelemme)
- elastic#253355 — Add getRules client method (@kdelemme)
- elastic#253668 — Make evaluation.query.condition optional (@kdelemme)
- elastic#254031 — Add recovery event generation to rule execution pipeline
(@kdelemme)
- elastic#255968 — ES&elastic#124;QL views (@adcoelho)
- elastic#256697 — Create episodes ES&elastic#124;QL view (@adcoelho)

</details>

<details>
<summary><strong>Alert Suppression & Episodes</strong> (3 PRs)</summary>

- elastic#252174 — Alert suppression (@kdelemme)
- elastic#256486 — Fix suppression query (@kdelemme)
- elastic#256527 — Store 'unmatched' action for unmatched alert episodes
(@kdelemme)

</details>

<details>
<summary><strong>Dispatcher & Notification Engine</strong> (6
PRs)</summary>

- elastic#250822 — Alerting v2 dispatcher (@kdelemme)
- elastic#251529 — Use query service in dispatcher (@kdelemme)
- elastic#251679 — Dispatcher task (@kdelemme)
- elastic#252758 — Dispatcher notification policy (@kdelemme)
- elastic#255332 — Wait for resources before scheduling dispatcher task
(@kdelemme)
- elastic#256536 — Use stored encrypted API keys from Notification Policy in
dispatcher step (@kdelemme)

</details>

<details>
<summary><strong>Notification Policies (Server)</strong> (4
PRs)</summary>

- elastic#251336 — Introduce notification policy CRUD APIs and client
(@cnasikas)
- elastic#253134 — Update notification policy (@cnasikas)
- elastic#254808 — Store API key owner on Notification Policy (@kdelemme)
- elastic#256940 — Make notification policies global with optional rule-label
scoping (@kdelemme)

</details>

<details>
<summary><strong>Notification Policies UI</strong> (1 PR)</summary>

- elastic#255599 — Add notification policies UI and Storybook form story
(@adcoelho)

</details>

<details>
<summary><strong>Rule Authoring UI</strong> (13 PRs)</summary>

- elastic#250961 — Add create rule flyout in Discover (@adcoelho)
- elastic#255111 — Add activation configuration fields to alerting V2 rule form
(@yiannisnikolopoulos)
- elastic#255427 — Rule form: provide services via context (@dominiqueclarke)
- elastic#255876 — MVP rule form, Split evaluation condition, and Recovery
configuration (@dominiqueclarke)
- elastic#256260 — Foundational rule list (@dominiqueclarke)
- elastic#256756 — Wire up edit flow (@dominiqueclarke)
- elastic#256801 — Move consecutive breaches max to shared constants
(@yiannisnikolopoulos)
- elastic#256818 — Preview query and design parity (@dominiqueclarke)
- elastic#256938 — Allow clearing number inputs in state transition fields
(@yiannisnikolopoulos)
- elastic#257017 — Add enable/disable and clone rule to rule list
(@dominiqueclarke)
- elastic#257246 — Remove all React.FC (@dominiqueclarke)
- elastic#257415 — Rule form - fix test (@dominiqueclarke)
- elastic#257454 — Block comma key in number input component
(@yiannisnikolopoulos)

</details>

<details>
<summary><strong>API Documentation & Schema</strong> (2 PRs)</summary>

- elastic#254901 — Rename indexes for alert events and actions (@adcoelho)
- elastic#255810 — OAS for alert action routes (@adcoelho)

</details>

<details>
<summary><strong>Observability & Monitoring</strong> (3 PRs)</summary>

- elastic#254925 — Add ApmMiddleware to the rule executor (@adcoelho)
- elastic#255115 — Add the withAPM decorator and apply it to the rules_client
(@adcoelho)
- elastic#255999 — Fix linting problem in apm middleware (@adcoelho)

</details>

<details>
<summary><strong>CI & Maintenance</strong> (2 PRs)</summary>

- elastic#257409 — Refactor SO services to use inversify DI for client
initialization (@darnautov)
- Fix alerting-v2-schema jest config (@darnautov)

</details>

---

---------

Co-authored-by: Dima Arnautov <dmitrii.arnautov@elastic.co>
Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
Co-authored-by: Kevin Delemme <kevin.delemme@elastic.co>
Co-authored-by: Mike Côté <mikecote@users.noreply.github.com>
Co-authored-by: Antonio <antonio.coelho@elastic.co>
Co-authored-by: Kevin Delemme <kdelemme@gmail.com>
Co-authored-by: Dominique Clarke <dominique.clarke@elastic.co>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Jason Rhodes <jason.rhodes@elastic.co>
Co-authored-by: Yiannis Nikolopoulos <yiannis.nikolopoulos@elastic.co>
Co-authored-by: Alexi Doak <109488926+doakalexi@users.noreply.github.com>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Bailey Cash <bailey.cash@elastic.co>
Co-authored-by: Anna Davydova <ana.davydova@elastic.co>
Co-authored-by: Umberto Pepato <umbopepato@users.noreply.github.com>
Co-authored-by: Jason Rhodes <jason.matthew.rhodes@gmail.com>
Co-authored-by: Joana Cardoso <169058851+joana-cps@users.noreply.github.com>
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