fix(slack-search): simplify setup and subscribe to app home events

Author: TheodoreSpeaks

apps/sim/app/o/[organizationId]/settings/components/organization-search-slack.test.tsx

@@ -104,11 +104,14 @@ async function action(label: string) {
 }
 
 describe('Slack Search settings and shared wizard', () => {
-  it('starts with one setup action and the prefilled manifest, with no name or token form', async () => {
+  it('starts with one setup action and a Slack app link, with no manifest preview or form', async () => {
     await render()
     expect(container.querySelectorAll('button')).toHaveLength(1)
     await click('Set up')
-    expect(document.querySelector('[role="dialog"]')).toHaveTextContent('App manifest')
+    expect(document.querySelector('[role="dialog"]')).not.toHaveTextContent('App manifest')
+    expect(document.querySelector('a[href="https://api.slack.com/apps"]')).toHaveTextContent(
+      'Create app in Slack'
+    )
     expect(document.querySelectorAll('input')).toHaveLength(0)
     expect(mocks.manifest).toHaveBeenCalledWith('org-1', 'Sim Search')
     expect(mocks.install).not.toHaveBeenCalled()

apps/sim/components/integrations/slack-search-setup-wizard.tsx

@@ -12,7 +12,6 @@ import {
   ChipModalHeader,
 } from '@sim/emcn'
 import { SlackIcon } from '@/components/icons'
-import { SlackAppManifest } from '@/components/integrations/slack-app-manifest'
 import {
   SLACK_SEARCH_DEFAULT_DESCRIPTION,
   SLACK_SEARCH_DEFAULT_NAME,
@@ -101,32 +100,22 @@ export function SlackSearchSetupWizard({
           </p>
         )}
         {step === 'manifest' && prepare.data && (
-          <>
-            <ChipModalField
-              type='custom'
-              title={installationId ? 'Update your Slack app' : 'Create your Slack app'}
+          <ChipModalField
+            type='custom'
+            title={installationId ? 'Update your Slack app' : 'Create your Slack app'}
+          >
+            <ChipLink
+              href={
+                configuredAppId
+                  ? `https://api.slack.com/apps/${encodeURIComponent(configuredAppId)}`
+                  : prepare.data.createAppUrl
+              }
+              target='_blank'
+              rel='noopener noreferrer'
             >
-              <ChipLink
-                href={
-                  configuredAppId
-                    ? `https://api.slack.com/apps/${encodeURIComponent(configuredAppId)}`
-                    : prepare.data.createAppUrl
-                }
-                target='_blank'
-                rel='noopener noreferrer'
-              >
-                {configuredAppId ? 'Open Slack app settings' : 'Create app in Slack'}
-              </ChipLink>
-              <p className='text-[var(--text-secondary)] text-caption'>
-                {configuredAppId
-                  ? 'Open App Manifest in your existing app and apply the updated configuration.'
-                  : 'Choose your Slack workspace, review the prepared manifest, then create the app.'}
-              </p>
-            </ChipModalField>
-            <ChipModalField type='custom' title='App manifest'>
-              <SlackAppManifest manifest={prepare.data.manifest} />
-            </ChipModalField>
-          </>
+              {configuredAppId ? 'Open Slack app settings' : 'Create app in Slack'}
+            </ChipLink>
+          </ChipModalField>
         )}
         {step === 'credentials' && (
           <>

apps/sim/ee/credential-groups/components/slack-managed-users-access.test.tsx

@@ -323,7 +323,8 @@ describe('Slack member access selection', () => {
     const dialog = appSetupDialog(true)
     expect(dialog).toBeDefined()
     expect(dialog?.textContent).toContain('Step 1 of 3')
-    expect(dialog?.textContent).toContain('App manifest')
+    expect(dialog?.textContent).not.toContain('App manifest')
+    expect(dialog?.textContent).toContain('Create app in Slack')
     expect(mocks.manifest).toHaveBeenCalledWith('org-1', 'Sim Search')
     expect(mocks.start).not.toHaveBeenCalled()
     expect(mocks.create).not.toHaveBeenCalled()

apps/sim/lib/slack-search/README.md

@@ -11,7 +11,7 @@ separate agent framework is involved.
 1. The wizard generates the **Sim Search** app manifest with the default
    description, “Ask questions about your organization’s knowledge and get
    answers with sources.” Create the app in your Slack workspace using the
-   prepared link or copyable JSON preview.
+   **Create app in Slack** button. The app configuration is prefilled in Slack.
 2. Copy **Client ID**, **Client Secret**, and **Signing Secret** from Slack’s
    **Basic Information** page into the wizard.
 3. Choose **Install in Slack** and complete Slack OAuth. The bot token comes from
@@ -29,8 +29,12 @@ their individual accounts through the existing source connection flow.
 Every installation uses one code-defined app configuration. The wizard has no
 feature switches and stores no per-app capabilities. The bot grants
 `assistant:write`, `chat:write`, `im:history`, `im:write`, `app_mentions:read`,
-`users:read`, and `users:read.email`. Agent View is enabled, with `message.im`,
-`app_mention`, and `agent_session_stopped` subscriptions.
+`users:read`, and `users:read.email`. Agent View is enabled, with `app_home_opened`,
+`message.im`, `app_mention`, and `agent_session_stopped` subscriptions. Opening the
+app is acknowledged without starting a search; a message starts the conversation.
+Existing apps need the `app_home_opened` bot event added in Slack's Event
+Subscriptions. If Slack reports changed permission scopes, complete the wizard's
+OAuth installation again to grant them.
 
 The same app supplies separate member OAuth grants for channel and DM indexing:
 `users:read`, `users:read.email`, and the read/history scopes for channels,

apps/sim/lib/slack-search/manifest.test.ts

@@ -29,7 +29,12 @@ describe('Search app manifest', () => {
       ])
     )
     expect(manifest.settings.event_subscriptions.bot_events).toEqual(
-      expect.arrayContaining(['message.im', 'app_mention', 'agent_session_stopped'])
+      expect.arrayContaining([
+        'app_home_opened',
+        'message.im',
+        'app_mention',
+        'agent_session_stopped',
+      ])
     )
     expect(manifest.settings.event_subscriptions.bot_events).not.toContain('message.channels')
     expect(manifest.features.app_home.messages_tab_read_only_enabled).toBe(false)
@@ -63,6 +68,7 @@ describe('Search app manifest', () => {
       'https://search-test.ngrok.app/api/webhooks/slack'
     )
     expect(manifest.settings.event_subscriptions.bot_events).toEqual([
+      'app_home_opened',
       'message.im',
       'app_mention',
       'agent_session_stopped',

apps/sim/lib/slack-search/manifest.ts

@@ -52,7 +52,7 @@ export function createSlackSearchManifest(
     settings: {
       event_subscriptions: {
         request_url: webhookUrl,
-        bot_events: ['message.im', 'app_mention', 'agent_session_stopped'],
+        bot_events: ['app_home_opened', 'message.im', 'app_mention', 'agent_session_stopped'],
       },
       interactivity: { is_enabled: true, request_url: webhookUrl },
       org_deploy_enabled: false,

apps/sim/lib/slack-search/types.test.ts

@@ -67,6 +67,7 @@ describe('Slack Search message dispatch', () => {
     })
   })
   it.each([
+    { type: 'app_home_opened', tab: 'messages' },
     { channel_type: 'channel' },
     { channel_type: 'mpim' },
     { bot_id: 'B1' },