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Signed-off-by: abbyhu2000 <abigailhu2000@gmail.com>
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abbyhu2000 committed Sep 7, 2022
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# Saved object

The saved object plugin provides all the core services and functionalities of saved objects, and is utilized by many core plugins such as [`visualizaton`](../visualizations/), [`dashboard`](../dashboard/) and [`wizard`](../wizard/), as well as external plugins.
The saved object plugin provides all the core services and functionalities of saved objects. It is utilized by many core plugins such as [`visualizaton`](../visualizations/), [`dashboard`](../dashboard/) and [`wizard`](../wizard/), as well as external plugins.

## Save relationships to index pattern

Saved objects that have relationships to index patterns are saved using the [`kibanaSavedObjectMeta`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/saved_objects/public/saved_object/helpers/serialize_saved_object.ts#L59) attribute and the [`references`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/saved_objects/public/saved_object/helpers/serialize_saved_object.ts#L60) array structure. Functions from the data plugin are utilized by the saved object plugin to manage this index pattern relationships.
Saved objects that have relationships to index patterns are saved using the [`kibanaSavedObjectMeta`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/saved_objects/public/saved_object/helpers/serialize_saved_object.ts#L59) attribute and the [`references`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/saved_objects/public/saved_object/helpers/serialize_saved_object.ts#L60) array structure. Functions from the data plugin are used by the saved object plugin to manage this index pattern relationship.

A standard saved object and its index pattern relationship:

Expand All @@ -29,10 +29,10 @@ A standard saved object and its index pattern relationship:

When saving a saved object and its relationship to the index pattern:

1. A saved object will be built using [`buildSavedObject`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/saved_objects/public/saved_object/helpers/build_saved_object.ts#L46) function, which hydrates index pattern, initializes the saved object, and defines configs such as saved object id and migration version.
1. A saved object will be built using [`buildSavedObject`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/saved_objects/public/saved_object/helpers/build_saved_object.ts#L46) function. Services such as hydrating index pattern, initializing and serializing the saved object are set, and configs such as saved object id, migration version are defined.
2. The saved object will then be serialized by three steps:

a. By using [`extractReferences`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/data/common/search/search_source/extract_references.ts#L35) function from the data plugin, the index pattern information will be extracted using the index pattern id within the `kibanaSavedObjectMeta`, and the id will be replaced by a reference name, such as `indexRefName`; a corresponding index pattern object will then be created to include more detailed information of the index pattern: name (`kibanaSavedObjectMeta.searchSourceJSON.index`), type and id.
a. By using [`extractReferences`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/data/common/search/search_source/extract_references.ts#L35) function from the data plugin, the index pattern information will be extracted using the index pattern id within the `kibanaSavedObjectMeta`, and the id will be replaced by a reference name, such as `indexRefName`. A corresponding index pattern object will then be created to include more detailed information of the index pattern: name (`kibanaSavedObjectMeta.searchSourceJSON.index`), type, and id.

```ts
let searchSourceFields = { ...state };
Expand All @@ -53,17 +53,17 @@ When saving a saved object and its relationship to the index pattern:
}
```

b. The `indexRefName` along with other information will be stringfied and saved into `kibanaSavedObjectMeta.searchSourceJSON`.
b. The `indexRefName` along with other information will be stringified and saved into `kibanaSavedObjectMeta.searchSourceJSON`.

c. Saved object client will create the reference array attribute, and the index pattern object will be pushed into the reference array.


### Loading an existing/creating a new saved object
### Loading an existing or creating a new saved object

1. When loading an existing object or creating a new, [`initializeSavedObject`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/saved_objects/public/saved_object/helpers/initialize_saved_object.ts#L38) function will be called.
1. When loading an existing object or creating a new saved object, [`initializeSavedObject`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/saved_objects/public/saved_object/helpers/initialize_saved_object.ts#L38) function will be called.
2. The saved object will be deserialized in the [`applyOpenSearchResp`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/saved_objects/public/saved_object/helpers/apply_opensearch_resp.ts#L50) function.

a. Using [`injectReferences`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/data/common/search/search_source/inject_references.ts#L34) function from the data plugin, the index pattern reference name within the `kibanaSavedObject` will be substituted by the index pattern id and the corresponding index pattern reference object will be deleted if there are filters applied.
a. Using [`injectReferences`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/data/common/search/search_source/inject_references.ts#L34) function from the data plugin, the index pattern reference name within the `kibanaSavedObject` will be substituted by the index pattern id and the corresponding index pattern reference object will be deleted if filters are applied.

```ts
searchSourceReturnFields.index = reference.id;
Expand All @@ -72,7 +72,7 @@ When saving a saved object and its relationship to the index pattern:

### Others

If a saved object type wishes to have addtional custom functionalities when extracting/injecting references, or after opensearch's response, it can define functions in the class constructor when extending the `SavedObjectClass`. For example, visualization plugin's [`SavedVis`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/visualizations/public/saved_visualizations/_saved_vis.ts#L91) class has addtional `extractReferences`, `injectReferences` and `afterOpenSearchResp` functions defined in [`_saved_vis.ts`](../visualizations/public/saved_visualizations/_saved_vis.ts).
If a saved object type wishes to have additional custom functionalities when extracting/injecting references, or after opensearch's response, it can define functions in the class constructor when extending the `SavedObjectClass`. For example, visualization plugin's [`SavedVis`](https://github.com/opensearch-project/OpenSearch-Dashboards/blob/4a06f5a6fe404a65b11775d292afaff4b8677c33/src/plugins/visualizations/public/saved_visualizations/_saved_vis.ts#L91) class has additional `extractReferences`, `injectReferences` and `afterOpenSearchResp` functions defined in [`_saved_vis.ts`](../visualizations/public/saved_visualizations/_saved_vis.ts).

```ts
class SavedVis extends SavedObjectClass {
Expand All @@ -92,7 +92,7 @@ class SavedVis extends SavedObjectClass {

## Migration

When a saved object is created using a previous version, the migration will trigger if there is a new way of saving the saved object, and the migration functions alter the structure of the old saved object to follow the new structure. Migrations can be defined in the specific saved object type in the server folder of the plugin. For example,
When a saved object is created using a previous version, the migration will trigger if there is a new way of saving the saved object and the migration functions alter the structure of the old saved object to follow the new structure. Migrations can be defined in the specific saved object type in the plugin's server folder. For example,

```ts
export const visualizationSavedObjectType: SavedObjectsType = {
Expand All @@ -116,4 +116,4 @@ The migraton version will be saved as a `migrationVersion` attribute in the save
},
```

For a more detailed explanation on the migration, please refer to [``](src/core/server/saved_objects/migrations/README.md).
For a more detailed explanation on the migration, refer to [``](src/core/server/saved_objects/migrations/README.md).

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