oncall-engine/tools
Joey Orlando aaae31a232
PagerDuty Migrator: Add filtering capabilities and fix user notification rule preservation (#5454)
This PR adds filtering capabilities to the PagerDuty migrator tool and
fixes user notification rule preservation behavior.

Closes https://github.com/grafana/irm/issues/612

## Changes

### 1. Added Resource Filtering
Added the ability to filter PagerDuty resources during migration based
on:
- Team membership
- User association
- Name patterns (using regex)

New environment variables for filtering:
```
PAGERDUTY_FILTER_TEAM
PAGERDUTY_FILTER_USERS
PAGERDUTY_FILTER_SCHEDULE_REGEX
PAGERDUTY_FILTER_ESCALATION_POLICY_REGEX
PAGERDUTY_FILTER_INTEGRATION_REGEX
```

#### Example Usage

Filter by team:
```bash
docker run --rm \
-e MIGRATING_FROM="pagerduty" \
-e MODE="plan" \
-e ONCALL_API_URL="<your-oncall-api-url>" \
-e ONCALL_API_TOKEN="<your-oncall-api-token>" \
-e PAGERDUTY_API_TOKEN="<your-pd-api-token>" \
-e PAGERDUTY_FILTER_TEAM="SRE Team" \
oncall-migrator
```

Filter by specific users:
```bash
docker run --rm \
-e MIGRATING_FROM="pagerduty" \
-e MODE="plan" \
-e ONCALL_API_URL="<your-oncall-api-url>" \
-e ONCALL_API_TOKEN="<your-oncall-api-token>" \
-e PAGERDUTY_API_TOKEN="<your-pd-api-token>" \
-e PAGERDUTY_FILTER_USERS="P123ABC,P456DEF" \
oncall-migrator
```

Filter schedules by name pattern:
```bash
docker run --rm \
-e MIGRATING_FROM="pagerduty" \
-e MODE="plan" \
-e ONCALL_API_URL="<your-oncall-api-url>" \
-e ONCALL_API_TOKEN="<your-oncall-api-token>" \
-e PAGERDUTY_API_TOKEN="<your-pd-api-token>" \
-e PAGERDUTY_FILTER_SCHEDULE_REGEX="^(Primary|Secondary)" \
oncall-migrator
```

Filter escalation policies by name pattern:
```bash
docker run --rm \
-e MIGRATING_FROM="pagerduty" \
-e MODE="plan" \
-e ONCALL_API_URL="<your-oncall-api-url>" \
-e ONCALL_API_TOKEN="<your-oncall-api-token>" \
-e PAGERDUTY_API_TOKEN="<your-pd-api-token>" \
-e PAGERDUTY_FILTER_ESCALATION_POLICY_REGEX="^Prod" \
oncall-migrator
```

Filter integrations by name pattern:
```bash
docker run --rm \
-e MIGRATING_FROM="pagerduty" \
-e MODE="plan" \
-e ONCALL_API_URL="<your-oncall-api-url>" \
-e ONCALL_API_TOKEN="<your-oncall-api-token>" \
-e PAGERDUTY_API_TOKEN="<your-pd-api-token>" \
-e PAGERDUTY_FILTER_INTEGRATION_REGEX="Prometheus$" \
oncall-migrator
```

### 2. Fixed User Notification Rule Preservation

Introduces a `PRESERVE_EXISTING_USER_NOTIFICATION_RULES` config (default
of `true`). The migrator now:
- does not delete user notification rules in Grafana OnCall, if the
Grafana user already has some defined, AND
`PRESERVE_EXISTING_USER_NOTIFICATION_RULES` is True
- if the Grafana user has no personal notification rules defined in
OnCall, we will create them
- deletes existing user notification rules, and creates new ones, in
Grafana OnCall, if `PRESERVE_EXISTING_USER_NOTIFICATION_RULES` is False
- basically make sure that the state in Grafana OnCall matches the
_latest_ state in PagerDuty
- Improves logging to clearly indicate when rules are being preserved

#### Example Usage

Preserve existing notification policies (default):
```bash
docker run --rm \
-e MIGRATING_FROM="pagerduty" \
-e MODE="migrate" \
-e ONCALL_API_URL="<your-oncall-api-url>" \
-e ONCALL_API_TOKEN="<your-oncall-api-token>" \
-e PAGERDUTY_API_TOKEN="<your-pd-api-token>" \
oncall-migrator
```

Replace existing notification policies:
```bash
docker run --rm \
-e MIGRATING_FROM="pagerduty" \
-e MODE="migrate" \
-e ONCALL_API_URL="<your-oncall-api-url>" \
-e ONCALL_API_TOKEN="<your-oncall-api-token>" \
-e PAGERDUTY_API_TOKEN="<your-pd-api-token>" \
-e PRESERVE_EXISTING_USER_NOTIFICATION_RULES="false" \
oncall-migrator
```

### 3. Improved Testing
Added comprehensive test coverage for filtering functionality and
updated user notification rule preservation tests

## Testing Done
- Manual testing of filtering capabilities in both plan and migrate
modes
- Verified notification policy preservation behavior
2025-02-18 08:12:05 -05:00
..
migrators PagerDuty Migrator: Add filtering capabilities and fix user notification rule preservation (#5454) 2025-02-18 08:12:05 -05:00
scripts Add example script triggering an alert group/escalation per user (#4809) 2024-08-13 20:26:06 +00:00
twilio Add twilio flow templates for docs (#4380) 2024-06-03 20:24:31 +00:00