fix(slack): connect Slack member accounts without the Sim Search bot

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

@@ -109,15 +109,27 @@ export function SlackManagedUsersModal({
     availableApps.find((app) => app.appId === appId) ??
     (availableApps.length === 1 && !appId ? availableApps[0] : undefined)
   const sharedAppInstalled = organizationSetup && selectedApp?.appKind === 'shared'
+  const noInstalledApp = organizationSetup && apps.isSuccess && availableApps.length === 0
+  /** The shared app connects member accounts without a Search bot installation. */
+  const sharedAppWithoutBot = noInstalledApp && Boolean(apps.data?.sharedAppAvailable)
+  const sharedSetup = sharedAppInstalled || sharedAppWithoutBot
   const searchPolicies = useSearchIntegrations(organizationId ?? '', {
-    enabled: open && sharedAppInstalled,
+    enabled: open && sharedSetup,
   })
   const searchApproved = searchPolicies.data?.some(
     (policy) => policy.connectorType === 'slack' && policy.approved
   )
-  const accounts = useOrganizationAccounts(open && sharedAppInstalled ? organizationId : undefined)
+  const accounts = useOrganizationAccounts(open && sharedSetup ? organizationId : undefined)
   const memberGroup = accounts.data?.credentialGroup
   const memberOption = memberGroup?.options.find((option) => option.provider === 'slack')
+  const memberSetupSettled =
+    accounts.isSuccess &&
+    !accounts.isFetching &&
+    !accounts.error &&
+    searchPolicies.isSuccess &&
+    !searchPolicies.isFetching &&
+    !searchPolicies.error &&
+    memberGroup?.id === credentialGroupId
   const sharedAppCanAuthorize = Boolean(
     sharedAppInstalled &&
       apps.isSuccess &&
@@ -126,19 +138,18 @@ export function SlackManagedUsersModal({
       apps.data?.sharedAppAvailable &&
       selectedApp.enabled &&
       !selectedApp.needsValidation &&
-      accounts.isSuccess &&
-      !accounts.isFetching &&
-      !accounts.error &&
-      searchPolicies.isSuccess &&
-      !searchPolicies.isFetching &&
-      !searchPolicies.error &&
-      memberGroup?.id === credentialGroupId &&
+      memberSetupSettled &&
       memberOption?.status === 'active'
   )
+  const memberOnlyCanAuthorize =
+    sharedAppWithoutBot &&
+    !apps.isFetching &&
+    memberSetupSettled &&
+    (!memberOption || memberOption.status === 'active')
   const searchPermissionsMissing =
     searchApproved && !hasSlackSearchUserScopes(memberOption?.requiredScopes)
   const sharedAppReady =
-    sharedAppCanAuthorize &&
+    (sharedAppCanAuthorize || memberOnlyCanAuthorize) &&
     memberOption?.configurationStatus === 'ready' &&
     !searchPermissionsMissing
   const sharedAppNeedsUpdate =
@@ -176,7 +187,7 @@ export function SlackManagedUsersModal({
       : 'search')
   const requiredScopes =
     scope.kind === 'organization'
-      ? selectedApp
+      ? selectedApp || sharedAppWithoutBot
         ? [...SLACK_SEARCH_USER_SCOPES]
         : []
       : access === null
@@ -300,15 +311,24 @@ export function SlackManagedUsersModal({
     if (
       pending ||
       (sharedAppInstalled && !sharedAppNeedsUpdate) ||
+      (sharedAppWithoutBot && !memberOnlyCanAuthorize) ||
       (!organizationSetup && !selectedBot)
     )
       return
-    if (
-      organizationSetup
-        ? !selectedApp || !requiredScopes.length
-        : !clientId.trim() || !clientSecret.trim()
-    )
+    if (organizationSetup ? !requiredScopes.length : !clientId.trim() || !clientSecret.trim())
       return
+    const body = {
+      ...(organizationSetup
+        ? selectedApp
+          ? { appId: selectedApp.appId, teamId: selectedApp.teamId }
+          : {}
+        : {
+            slackBotCredentialId: selectedBot?.id,
+            clientId: clientId.trim(),
+            clientSecret: clientSecret.trim(),
+          }),
+      requiredScopes,
+    }
 
     if (isDesktopApp()) {
       const controller = new AbortController()
@@ -320,16 +340,7 @@ export function SlackManagedUsersModal({
             kind: 'slack-managed-users',
             owner: resourceScopeFields(scope),
             credentialGroupId,
-            body: {
-              ...(organizationSetup
-                ? { appId: selectedApp?.appId, teamId: selectedApp?.teamId }
-                : {
-                    slackBotCredentialId: selectedBot?.id,
-                    clientId: clientId.trim(),
-                    clientSecret: clientSecret.trim(),
-                  }),
-              requiredScopes,
-            },
+            body,
           },
           controller.signal
         )
@@ -365,16 +376,7 @@ export function SlackManagedUsersModal({
       const result = await startAuthorization.mutateAsync({
         ...resourceScopeFields(scope),
         credentialGroupId,
-        body: {
-          ...(organizationSetup
-            ? { appId: selectedApp?.appId, teamId: selectedApp?.teamId }
-            : {
-                slackBotCredentialId: selectedBot?.id,
-                clientId: clientId.trim(),
-                clientSecret: clientSecret.trim(),
-              }),
-          requiredScopes,
-        },
+        body,
       })
       if (popup.current !== opened) return
       expectedState.current = result.state
@@ -403,28 +405,28 @@ export function SlackManagedUsersModal({
   if (sharedAppReady && !appSetupOpen) return null
 
   const noBots = !organizationSetup && !isLoading && bots.length === 0
-  const needsApp = organizationSetup && apps.isSuccess && availableApps.length === 0
+  const needsApp = noInstalledApp && !sharedAppWithoutBot
   const checkingSetup =
     apps.isPending ||
-    (sharedAppInstalled &&
+    (sharedSetup &&
       (apps.isFetching ||
         accounts.isPending ||
         accounts.isFetching ||
         searchPolicies.isPending ||
         searchPolicies.isFetching))
   const failedSetup = apps.error
     ? apps
-    : sharedAppInstalled && searchPolicies.error
+    : sharedSetup && searchPolicies.error
       ? searchPolicies
-      : sharedAppInstalled && accounts.error
+      : sharedSetup && accounts.error
         ? accounts
         : null
   const title = organizationSetup ? 'Set up Slack app' : 'Set up Slack'
   const primaryLabel = isLoading
     ? 'Loading...'
     : pending
       ? 'Waiting for Slack...'
-      : sharedAppNeedsUpdate
+      : sharedAppNeedsUpdate || (sharedAppWithoutBot && memberOption)
         ? 'Update member access'
         : 'Verify and add'
   const primaryDisabled =
@@ -433,7 +435,10 @@ export function SlackManagedUsersModal({
     (!organizationSetup && !selectedBot) ||
     pending ||
     (organizationSetup
-      ? checkingSetup || Boolean(failedSetup) || !selectedApp || !requiredScopes.length
+      ? checkingSetup ||
+        Boolean(failedSetup) ||
+        (sharedAppWithoutBot && !memberOnlyCanAuthorize) ||
+        !requiredScopes.length
       : !clientId.trim() || !clientSecret.trim())
 
   return (
@@ -465,6 +470,14 @@ export function SlackManagedUsersModal({
                   Retry
                 </Chip>
               </ChipModalField>
+            ) : sharedAppWithoutBot ? (
+              <ChipModalField type='custom' title='Member accounts'>
+                <p className='text-[var(--text-secondary)] text-sm'>
+                  {memberOption
+                    ? 'Verify member permissions. Members will need to reconnect if their app or permissions change.'
+                    : 'Verify member permissions in your Slack workspace.'}
+                </p>
+              </ChipModalField>
             ) : needsApp ? (
               <ChipModalField type='custom' title='Install Sim Search first'>
                 <p className='text-[var(--text-secondary)] text-sm'>

apps/sim/hooks/queries/credential-groups.ts

@@ -42,8 +42,6 @@ export function useStartSlackCredentialGroupConfiguration() {
     )) => {
       const scope = resourceScopeFromOwner({ workspaceId, organizationId })
       if (scope.kind === 'organization') {
-        if (!body.appId || !body.teamId)
-          throw new Error('Slack App ID and workspace ID are required')
         return requestJson(startOrganizationSlackConfigurationContract, {
           params: { id: scope.organizationId, groupId: credentialGroupId },
           body: {

apps/sim/lib/api/contracts/organization-accounts.ts

@@ -130,9 +130,13 @@ export const startOrganizationSlackConfigurationContract = defineRouteContract({
   method: 'POST',
   path: '/api/organizations/[id]/connected-accounts/[groupId]/slack-managed-users',
   params: organizationAccountsParamsSchema.extend({ groupId: z.string().min(1).max(128) }),
+  /** Omitting `appId` selects the shared Slack app for an organization with no installed bot. */
   body: startSlackCredentialGroupConfigurationBodySchema
     .omit({ slackBotCredentialId: true, clientId: true, clientSecret: true })
-    .required({ appId: true, teamId: true }),
+    .refine((body) => (body.appId === undefined) === (body.teamId === undefined), {
+      message: 'Select the Slack app and its workspace together',
+      path: ['appId'],
+    }),
   response: startSlackCredentialGroupConfigurationContract.response,
 })
 export type OrganizationAccountsSettings = z.output<