[Discover] Context awareness toolkit (elastic#253183)

## Summary

This PR introduces a context awareness toolkit that gives profile
extension points a centralized way to trigger actions in the host
context (add filters, open tabs, update queries, etc.):
```mermaid
flowchart LR
    subgraph Hosts["Host creates toolkit"]
        MA["Main App"]
        EM["Embeddable"]
        CP["Context Page"]
    end

    Hosts --> TK["Toolkit<br/><code>addFilter, openInNewTab,<br/>updateESQLQuery, setExpandedDoc, ...</code>"]

    TK --> SPM["ScopedProfilesManager"]

    SPM -->|"{ context, toolkit }"| Prof["Profile Accessors<br/><i>cell renderers, chart section,<br/>doc viewer, cell actions, ...</i>"]

    Prof -->|"toolkit.actions.*"| Hosts
```

### Why

Profile extension points need to trigger actions in the host app, but
there was no central way to do this. Each host (Discover, embeddable,
surrounding docs) passed actions down through extension point params,
resulting in a lot of duplication and no consistent interface.

### How it works

The toolkit gets injected into profile accessors alongside the existing
`context` param, so extensions receive `(prev, { context, toolkit })`
and can call things like `toolkit.actions.addFilter(...)` directly.

Each host constructs its own toolkit implementation:
- **Main app** — actions dispatch to tab-scoped Redux thunks
- **Embeddable** — actions use dashboard triggers and local state
- **Context page** — actions use the filter manager and React state

This decouples what profiles can do from how each host implements it,
and makes adding new host contexts straightforward. It also lays the
foundation for extensible state management for profiles, which can also
be centralized and exposed via the toolkit.

### Cleanup

- Removes duplicate action implementations across Discover, the
embeddable, and surrounding docs
- Unifies filter handling into a single thunk that supports both
KQL/Lucene and ES|QL WHERE clauses
- Simplifies `DiscoverLayout` by moving filter action code out of the
component

Prep work related to elastic#242987.

### Checklist

- [ ] 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
- [x] [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)
- [x] 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
- [x] 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)
- [x] Review the [backport
guidelines](https://docs.google.com/document/d/1VyN5k91e5OVumlc0Gb9RPa3h1ewuPE705nRtioPiTvY/edit?usp=sharing)
and apply applicable `backport:*` labels.

---------

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

Author: davismcphee

src/platform/packages/shared/kbn-react-hooks/src/use_stable_callback/use_stable_callback.ts

@@ -7,18 +7,18 @@
  * License v3.0 only", or the "Server Side Public License, v 1".
  */
 
-import { useEffect, useRef } from 'react';
+import { useState } from 'react';
+import useLatest from 'react-use/lib/useLatest';
 
 /**
  * Accepts a callback and returns a function with a stable identity
  * that will always call the latest version of the callback when invoked
  */
-export const useStableCallback = <T extends (...args: never[]) => unknown>(fn: T | undefined) => {
-  const ref = useRef(fn);
+export const useStableCallback = <T extends (...args: Parameters<T>) => ReturnType<T>>(fn: T) => {
+  const latestFn = useLatest(fn);
+  const [stableFn] = useState(() => {
+    return ((...args: Parameters<T>) => latestFn.current(...args)) as T;
+  });
 
-  useEffect(() => {
-    ref.current = fn;
-  }, [fn]);
-
-  return useRef((...args: Parameters<T>) => ref.current?.(...args)).current;
+  return stableFn;
 };

src/platform/plugins/shared/discover/moon.yml

@@ -150,6 +150,7 @@ dependsOn:
   - '@kbn/reporting-public'
   - '@kbn/logging'
   - '@kbn/logging-mocks'
+  - '@kbn/react-hooks'
 tags:
   - plugin
   - prod

src/platform/plugins/shared/discover/public/__mocks__/test_provider.tsx

@@ -22,7 +22,7 @@ import {
   DiscoverCustomizationProvider,
   type DiscoverCustomizationService,
 } from '../customizations';
-import { type ScopedProfilesManager } from '../context_awareness';
+import { EMPTY_CONTEXT_AWARENESS_TOOLKIT, type ScopedProfilesManager } from '../context_awareness';
 import type { DiscoverServices } from '../build_services';
 import { createDiscoverServicesMock } from './services';
 import { KibanaRenderContextProvider } from '@kbn/react-kibana-context-render';
@@ -121,7 +121,10 @@ export const DiscoverTestProvider = ({
   const scopedProfilesManager = useMemo(
     () =>
       originalScopedProfilesManager ??
-      services.profilesManager.createScopedProfilesManager({ scopedEbtManager }),
+      services.profilesManager.createScopedProfilesManager({
+        scopedEbtManager,
+        toolkit: EMPTY_CONTEXT_AWARENESS_TOOLKIT,
+      }),
     [originalScopedProfilesManager, scopedEbtManager, services.profilesManager]
   );
 

src/platform/plugins/shared/discover/public/application/context/context_app.test.tsx

@@ -14,7 +14,7 @@ import userEvent from '@testing-library/user-event';
 import { dataViewMock } from '@kbn/discover-utils/src/__mocks__';
 import { setUnifiedDocViewerServices } from '@kbn/unified-doc-viewer-plugin/public/plugin';
 import { mockUnifiedDocViewerServices } from '@kbn/unified-doc-viewer-plugin/public/__mocks__';
-import { DocViewsRegistry } from '@kbn/unified-doc-viewer';
+import { DocViewsRegistry, type DocViewerApi } from '@kbn/unified-doc-viewer';
 import { ContextApp, type ContextAppProps } from './context_app';
 import { createDiscoverServicesMock } from '../../__mocks__/services';
 import { DiscoverTestProvider } from '../../__mocks__/test_provider';
@@ -30,8 +30,6 @@ jest.mock('./hooks/use_context_app_fetch');
 jest.mock('./hooks/use_context_app_state');
 
 const services = createDiscoverServicesMock();
-const addFiltersMock = jest.spyOn(services.filterManager, 'addFilters');
-const updateSavedObjectMock = jest.spyOn(services.dataViews, 'updateSavedObject');
 const mockUseContextAppFetch = jest.mocked(useContextAppFetch);
 const mockUseContextAppState = jest.mocked(useContextAppState);
 
@@ -91,15 +89,44 @@ const setDocViewerRegistry = (render: (props: DocViewRenderProps) => React.React
 };
 
 describe('ContextApp test', () => {
+  const addFilterMock = jest.fn();
+  const setExpandedDocMock = jest.fn();
+  const docViewerRef = React.createRef<DocViewerApi>();
   const defaultProps: ContextAppProps = {
     dataView: dataViewMock,
     anchorId: 'mocked_anchor_id',
+    addFilter: addFilterMock,
+    expandedDoc: undefined,
+    initialDocViewerTabId: undefined,
+    docViewerRef,
+    setExpandedDoc: setExpandedDocMock,
   };
 
   const renderComponent = () => {
+    const StatefulContextApp = () => {
+      const [expandedDoc, setExpandedDocState] = React.useState(defaultProps.expandedDoc);
+      const [initialDocViewerTabId, setInitialDocViewerTabId] = React.useState(
+        defaultProps.initialDocViewerTabId
+      );
+      const setExpandedDoc: ContextAppProps['setExpandedDoc'] = (doc, options) => {
+        setExpandedDocMock(doc, options);
+        setExpandedDocState(doc);
+        setInitialDocViewerTabId(options?.initialTabId);
+      };
+
+      return (
+        <ContextApp
+          {...defaultProps}
+          expandedDoc={expandedDoc}
+          initialDocViewerTabId={initialDocViewerTabId}
+          setExpandedDoc={setExpandedDoc}
+        />
+      );
+    };
+
     renderWithKibanaRenderContext(
       <DiscoverTestProvider services={services}>
-        <ContextApp {...defaultProps} />
+        <StatefulContextApp />
       </DiscoverTestProvider>
     );
   };
@@ -148,7 +175,7 @@ describe('ContextApp test', () => {
     );
   });
 
-  it('should set filters correctly', async () => {
+  it('should call addFilter from the doc viewer', async () => {
     const user = userEvent.setup();
 
     setDocViewerRegistry(({ filter }) => (
@@ -168,15 +195,7 @@ describe('ContextApp test', () => {
 
     await user.click(await screen.findByTestId('docViewFilterButton'));
 
-    expect(addFiltersMock).toHaveBeenCalledTimes(1);
-    expect(addFiltersMock).toHaveBeenCalledWith([
-      {
-        $state: { store: 'appState' },
-        meta: { alias: null, disabled: false, index: 'the-data-view-id', negate: false },
-        query: { match_phrase: { extension: 'jpg' } },
-      },
-    ]);
-    expect(updateSavedObjectMock).toHaveBeenCalledTimes(1);
-    expect(updateSavedObjectMock).toHaveBeenCalledWith(dataViewMock, 0, true);
+    expect(addFilterMock).toHaveBeenCalledTimes(1);
+    expect(addFilterMock).toHaveBeenCalledWith('extension', 'jpg', '+');
   });
 });

src/platform/plugins/shared/discover/public/application/context/context_app.tsx

@@ -20,16 +20,17 @@ import {
 import { css } from '@emotion/react';
 import { cloneDeep } from 'lodash';
 import { useMemoCss } from '@kbn/css-utils/public/use_memo_css';
-import type { DataView, DataViewField } from '@kbn/data-views-plugin/public';
+import type { DataView } from '@kbn/data-views-plugin/public';
 import { useExecutionContext } from '@kbn/kibana-react-plugin/public';
-import { generateFilters } from '@kbn/data-plugin/public';
 import { i18n } from '@kbn/i18n';
 import { SORT_DEFAULT_ORDER_SETTING } from '@kbn/discover-utils';
 import type { UseColumnsProps } from '@kbn/unified-data-table';
-import { popularizeField, useColumns } from '@kbn/unified-data-table';
+import { useColumns } from '@kbn/unified-data-table';
 import type { DocViewFilterFn } from '@kbn/unified-doc-viewer/types';
 import type { DiscoverGridSettings } from '@kbn/saved-search-plugin/common';
 import { kbnFullBodyHeightCss } from '@kbn/css-utils/public/full_body_height_css';
+import type { DataTableRecord } from '@kbn/discover-utils/types';
+import type { DocViewerApi } from '@kbn/unified-doc-viewer';
 import { ContextErrorMessage } from './components/context_error_message';
 import { LoadingStatus } from './services/context_query_state';
 import type { AppState, GlobalState } from './services/context_state';
@@ -48,23 +49,29 @@ export interface ContextAppProps {
   dataView: DataView;
   anchorId: string;
   referrer?: string;
+  addFilter: DocViewFilterFn;
+  expandedDoc: DataTableRecord | undefined;
+  initialDocViewerTabId: string | undefined;
+  docViewerRef: React.RefObject<DocViewerApi>;
+  setExpandedDoc: (doc: DataTableRecord | undefined, options?: { initialTabId?: string }) => void;
 }
 
-export const ContextApp = ({ dataView, anchorId, referrer }: ContextAppProps) => {
+export const ContextApp = ({
+  dataView,
+  anchorId,
+  referrer,
+  addFilter,
+  expandedDoc,
+  initialDocViewerTabId,
+  docViewerRef,
+  setExpandedDoc,
+}: ContextAppProps) => {
   const styles = useMemoCss(componentStyles);
 
   const services = useDiscoverServices();
   const { scopedEBTManager } = useScopedServices();
-  const {
-    locator,
-    uiSettings,
-    capabilities,
-    dataViews,
-    navigation,
-    filterManager,
-    core,
-    fieldsMetadata,
-  } = services;
+  const { locator, uiSettings, capabilities, dataViews, navigation, core, fieldsMetadata } =
+    services;
 
   /**
    * Context app state
@@ -199,23 +206,6 @@ export const ContextApp = ({ dataView, anchorId, referrer }: ContextAppProps) =>
     ]
   );
 
-  const addFilter = useCallback(
-    async (field: DataViewField | string, values: unknown, operation: '+' | '-') => {
-      const newFilters = generateFilters(filterManager, field, values, operation, dataView);
-      filterManager.addFilters(newFilters);
-      if (dataViews) {
-        const fieldName = typeof field === 'string' ? field : field.name;
-        await popularizeField(dataView, fieldName, dataViews, capabilities);
-        void scopedEBTManager.trackFilterAddition({
-          fieldName: fieldName === '_exists_' ? String(values) : fieldName,
-          filterOperation: fieldName === '_exists_' ? '_exists_' : operation,
-          fieldsMetadata,
-        });
-      }
-    },
-    [filterManager, dataView, dataViews, capabilities, scopedEBTManager, fieldsMetadata]
-  );
-
   const onAddColumnWithTracking = useCallback(
     (columnName: string) => {
       onAddColumn(columnName);
@@ -289,7 +279,11 @@ export const ContextApp = ({ dataView, anchorId, referrer }: ContextAppProps) =>
                 predecessorCount={appState.predecessorCount}
                 successorCount={appState.successorCount}
                 setAppState={stateContainer.setAppState}
-                addFilter={addFilter as DocViewFilterFn}
+                addFilter={addFilter}
+                expandedDoc={expandedDoc}
+                initialDocViewerTabId={initialDocViewerTabId}
+                docViewerRef={docViewerRef}
+                setExpandedDoc={setExpandedDoc}
                 rows={rows}
                 predecessors={fetchedState.predecessors}
                 successors={fetchedState.successors}

src/platform/plugins/shared/discover/public/application/context/context_app_content.tsx

@@ -8,7 +8,7 @@
  */
 
 import type { FC } from 'react';
-import React, { Fragment, useCallback, useMemo, useRef, useState } from 'react';
+import React, { Fragment, useCallback, useMemo } from 'react';
 import { EuiSpacer, useEuiPaddingSize } from '@elastic/eui';
 import { css } from '@emotion/react';
 import type { DataView } from '@kbn/data-views-plugin/public';
@@ -67,6 +67,10 @@ export interface ContextAppContentProps {
   interceptedWarnings: SearchResponseWarning[];
   setAppState: (newState: Partial<AppState>) => void;
   addFilter: DocViewFilterFn;
+  expandedDoc: DataTableRecord | undefined;
+  initialDocViewerTabId: string | undefined;
+  docViewerRef: React.RefObject<DocViewerApi>;
+  setExpandedDoc: (doc: DataTableRecord | undefined, options?: { initialTabId?: string }) => void;
 }
 
 const controlColumnIds = ['openDetails'];
@@ -95,25 +99,14 @@ export function ContextAppContent({
   interceptedWarnings,
   setAppState,
   addFilter,
+  expandedDoc,
+  initialDocViewerTabId,
+  docViewerRef,
+  setExpandedDoc,
 }: ContextAppContentProps) {
   const { uiSettings: config, uiActions } = useDiscoverServices();
   const services = useDiscoverServices();
 
-  const [expandedDoc, setExpandedDoc] = useState<DataTableRecord | undefined>();
-  const [initialTabId, setInitialTabId] = useState<string | undefined>(undefined);
-  const docViewerRef = useRef<DocViewerApi>(null);
-
-  const setExpandedDocWithInitialTab = useCallback(
-    (doc: DataTableRecord | undefined, options?: { initialTabId?: string }) => {
-      setExpandedDoc(doc);
-      setInitialTabId(options?.initialTabId);
-      if (options?.initialTabId) {
-        docViewerRef.current?.setSelectedTabId(options.initialTabId);
-      }
-    },
-    []
-  );
-
   const isAnchorLoading =
     anchorStatus === LoadingStatus.LOADING || anchorStatus === LoadingStatus.UNINITIALIZED;
   const arePredecessorsLoading =
@@ -152,12 +145,20 @@ export function ContextAppContent({
         onRemoveColumn={onRemoveColumn}
         onAddColumn={onAddColumn}
         onClose={() => setExpandedDoc(undefined)}
-        initialTabId={initialTabId}
-        setExpandedDoc={setExpandedDocWithInitialTab}
+        initialTabId={initialDocViewerTabId}
+        setExpandedDoc={setExpandedDoc}
         docViewerRef={docViewerRef}
       />
     ),
-    [addFilter, dataView, onAddColumn, onRemoveColumn, setExpandedDocWithInitialTab, initialTabId]
+    [
+      addFilter,
+      dataView,
+      docViewerRef,
+      initialDocViewerTabId,
+      onAddColumn,
+      onRemoveColumn,
+      setExpandedDoc,
+    ]
   );
 
   const onResize = useCallback<NonNullable<UnifiedDataTableProps['onResize']>>(
@@ -172,7 +173,6 @@ export function ContextAppContent({
   const cellRenderers = useMemo(() => {
     const getCellRenderers = getCellRenderersAccessor(() => ({}));
     return getCellRenderers({
-      actions: { addFilter },
       dataView,
       density: getDataGridDensity(services.storage, 'discover'),
       rowHeight: getRowHeight({
@@ -181,7 +181,7 @@ export function ContextAppContent({
         configRowHeight,
       }),
     });
-  }, [addFilter, configRowHeight, dataView, getCellRenderersAccessor, services.storage]);
+  }, [configRowHeight, dataView, getCellRenderersAccessor, services.storage]);
 
   const dataSource = useMemo(() => createDataSource({ dataView, query: undefined }), [dataView]);
   const { filters } = useQuerySubscriber({ data: services.data });
@@ -236,7 +236,7 @@ export function ContextAppContent({
             isPaginationEnabled={false}
             rowsPerPageState={getDefaultRowsPerPage(services.uiSettings)}
             controlColumnIds={controlColumnIds}
-            setExpandedDoc={setExpandedDocWithInitialTab}
+            setExpandedDoc={setExpandedDoc}
             onFilter={addFilter}
             onSetColumns={onSetColumns}
             configRowHeight={configRowHeight}