fix(slack): serialize member Slack setup with bot installs and explain blocked setup

apps/desktop/e2e/source-connect.spec.ts

@@ -336,6 +336,7 @@ test('source authorization returns to its desktop screen and refreshes live', as
     if (path === '/api/knowledge/slack') {
       json({
         sharedAppAvailable: true,
+        memberAppKind: installed ? 'shared' : null,
         bots: [],
         installations: installed
           ? [

apps/sim/app/api/knowledge/slack/route.ts

@@ -22,8 +22,9 @@ export const GET = defineInternalJsonRoute({
   errorPolicy: internalOrchestrationErrorPolicy,
   mapInput: ({ query }) => query,
   useCase: listSlackSearchInstallations,
-  present: ({ installations, bots, sharedAppAvailable }) => ({
+  present: ({ installations, bots, sharedAppAvailable, memberAppKind }) => ({
     sharedAppAvailable,
+    memberAppKind,
     bots,
     installations: installations.map((row) => ({
       ...row,

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

@@ -36,6 +36,7 @@ import {
 import { useSearchIntegrations } from '@/hooks/queries/search-integrations'
 import { useSlackSearchInstallations } from '@/hooks/queries/slack-search'
 import { credentialGroupKeys } from '@/hooks/queries/utils/credential-group-queries'
+import { slackSearchKeys } from '@/hooks/queries/utils/slack-search-keys'
 
 const CHANNEL_NAME = 'slack-managed-users'
 const AUTHORIZATION_TIMEOUT_MS = 10 * 60 * 1000
@@ -71,6 +72,15 @@ export function getSlackManagedUsersFailureNotification(reason?: string): {
     : { message: 'Slack app verification failed. Please try again.', variant: 'error' }
 }
 
+/** `optionActive` is undefined until the organization has a Slack sign-in option. */
+function memberAccountsMessage(previousAppSetup: boolean, optionActive: boolean | undefined) {
+  if (previousAppSetup)
+    return 'Remove app setup on the Slack source to clear the previous Slack app first.'
+  if (optionActive === undefined) return 'Verify member permissions in your Slack workspace.'
+  if (!optionActive) return 'Enable Slack in Credential Groups to verify member permissions.'
+  return 'Verify member permissions. Members will need to reconnect if their app or permissions change.'
+}
+
 function isSlackManagedUsersMessage(value: unknown): value is SlackManagedUsersMessage {
   if (!value || typeof value !== 'object') return false
   const message = value as Record<string, unknown>
@@ -112,6 +122,7 @@ export function SlackManagedUsersModal({
   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 previousAppSetup = sharedAppWithoutBot && apps.data?.memberAppKind === 'custom'
   const sharedSetup = sharedAppInstalled || sharedAppWithoutBot
   const searchPolicies = useSearchIntegrations(organizationId ?? '', {
     enabled: open && sharedSetup,
@@ -143,6 +154,7 @@ export function SlackManagedUsersModal({
   )
   const memberOnlyCanAuthorize =
     sharedAppWithoutBot &&
+    !previousAppSetup &&
     !apps.isFetching &&
     memberSetupSettled &&
     (!memberOption || memberOption.status === 'active')
@@ -245,6 +257,7 @@ export function SlackManagedUsersModal({
       void queryClient.invalidateQueries({
         queryKey: organizationAccountsKeys.detail(scope.organizationId),
       })
+      void queryClient.invalidateQueries({ queryKey: slackSearchKeys.list(scope.organizationId) })
     } else {
       void queryClient.invalidateQueries({
         queryKey: credentialGroupKeys.workspace(scope.workspaceId),
@@ -346,9 +359,14 @@ export function SlackManagedUsersModal({
         )
         controller.signal.throwIfAborted()
         if (scope.kind === 'organization')
-          await queryClient.invalidateQueries({
-            queryKey: organizationAccountsKeys.detail(scope.organizationId),
-          })
+          await Promise.all([
+            queryClient.invalidateQueries({
+              queryKey: organizationAccountsKeys.detail(scope.organizationId),
+            }),
+            queryClient.invalidateQueries({
+              queryKey: slackSearchKeys.list(scope.organizationId),
+            }),
+          ])
         else await queryClient.invalidateQueries({ queryKey: credentialGroupKeys.all })
         controller.signal.throwIfAborted()
         toast.success('Slack configured')
@@ -473,9 +491,10 @@ export function SlackManagedUsersModal({
             ) : 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.'}
+                  {memberAccountsMessage(
+                    previousAppSetup,
+                    memberOption && memberOption.status === 'active'
+                  )}
                 </p>
               </ChipModalField>
             ) : needsApp ? (

apps/sim/hooks/queries/organization-accounts.ts

@@ -241,6 +241,7 @@ export function useUpdateOrganizationAccounts() {
         queryClient.invalidateQueries({
           queryKey: slackSearchKeys.organizationManifests(organizationId),
         }),
+        queryClient.invalidateQueries({ queryKey: slackSearchKeys.list(organizationId) }),
       ]),
   })
 }

apps/sim/lib/api/contracts/knowledge/slack.ts

@@ -18,6 +18,8 @@ export const slackSearchInstallationSchema = z.object({
 })
 export const listSlackSearchResponseSchema = z.object({
   sharedAppAvailable: z.boolean(),
+  /** The app the organization's Slack member sign-in uses, when configured. */
+  memberAppKind: z.enum(['custom', 'shared']).nullable(),
   installations: z.array(slackSearchInstallationSchema).max(100),
   bots: z
     .array(z.object({ id: z.string().min(1).max(200), displayName: z.string().max(500) }))

apps/sim/lib/credential-groups/__integration__/slack-shared-member-accounts.integration.ts

@@ -21,8 +21,9 @@ import {
 import { readTestRedisUrl } from '@sim/db/testing/test-infrastructure'
 import { sha256Hex } from '@sim/security/hash'
 import { createSessionPrincipal } from '@sim/testing/factories/principal.factory'
+import { createDeferred } from '@sim/testing/helpers/deferred'
 import { generateId } from '@sim/utils/id'
-import { eq, inArray } from 'drizzle-orm'
+import { eq, inArray, sql } from 'drizzle-orm'
 import { afterAll, afterEach, beforeAll, beforeEach, describe, expect, it, vi } from 'vitest'
 import { env } from '@/lib/core/config/env'
 import { closeRedisConnection } from '@/lib/core/config/redis'
@@ -31,13 +32,21 @@ import {
   completeSlackCredentialGroupConfiguration,
   startSlackCredentialGroupConfiguration,
 } from '@/lib/credential-groups/application/slack-managed-users'
-import { decryptCredentialGroupProviderConfiguration } from '@/lib/credential-groups/provider-configuration'
+import { lockOrganizationSlackApp } from '@/lib/credential-groups/organization-slack-app'
+import { credentialGroupScopePolicyVersion } from '@/lib/credential-groups/provider-adapter'
+import {
+  decryptCredentialGroupProviderConfiguration,
+  emptyCredentialGroupProviderConfiguration,
+  encryptCredentialGroupProviderConfiguration,
+} from '@/lib/credential-groups/provider-configuration'
 import { getCredentialGroup } from '@/lib/credential-groups/service'
 import { SLACK_SEARCH_USER_SCOPES } from '@/lib/credential-groups/slack-managed-user-scopes'
 import { slackCredentialGroupProviderAdapter } from '@/lib/credential-groups/slack-provider'
 import { createOrganizationAccountsGroup } from '@/lib/credential-groups/workspace-accounts'
 import { encryptManagedOAuthTokenSet } from '@/lib/credentials/managed-oauth'
+import type { DbOrTx } from '@/lib/db/types'
 import { approveSearchIntegration } from '@/lib/knowledge/application/search-integrations'
+import { listSlackSearchInstallations } from '@/lib/knowledge/application/slack-search/installations'
 import { revokeSlackSearchAccess } from '@/lib/knowledge/application/slack-search/lifecycle'
 import { defaultLiveSearchPolicy } from '@/lib/sim-search/live/policy-schema'
 import { getSharedSlackSearchAppConfiguration } from '@/lib/slack-search/shared-app-env'
@@ -48,6 +57,7 @@ vi.mock('@/lib/core/config/env-flags', async (importOriginal) => ({
 }))
 
 const SHARED_APP_ID = 'ASHAREDFIXTURE'
+const CUSTOM_APP_ID = 'ACUSTOMFIXTURE'
 const MEMBER_TEAM = 'TMEMBERS'
 const OTHER_TEAM = 'TOTHER'
 
@@ -131,10 +141,10 @@ describe('Slack member accounts on the shared app without a Search bot', () => {
       },
     })
 
-  const startSetup = (credentialGroupId: string) =>
+  const startSetup = (credentialGroupId: string, app?: { appId: string; teamId: string }) =>
     startSlackCredentialGroupConfiguration.execute({
       principal: principal(),
-      input: { organizationId: ids.organization, credentialGroupId },
+      input: { organizationId: ids.organization, credentialGroupId, ...app },
     })
 
   const completeSetup = (state: string) =>
@@ -143,6 +153,48 @@ describe('Slack member accounts on the shared app without a Search bot', () => {
       input: { state, code: 'fixture-code' },
     })
 
+  async function installBot(appId: string, teamId: string, executor: DbOrTx = db) {
+    const secret = (await encryptSecret('fixture-bot')).encrypted
+    await executor
+      .insert(slackApp)
+      .values(
+        appId === SHARED_APP_ID
+          ? { id: appId, kind: 'shared', organizationId: null, revision: generateId() }
+          : {
+              id: appId,
+              kind: 'custom',
+              organizationId: ids.organization,
+              clientId: 'fixture-custom-client',
+              encryptedClientSecret: secret,
+              encryptedSigningSecret: secret,
+              revision: generateId(),
+            }
+      )
+      .onConflictDoNothing()
+    const botId = generateId()
+    await executor.insert(credential).values({
+      id: botId,
+      organizationId: ids.organization,
+      type: 'service_account',
+      providerId: 'slack',
+      displayName: 'Fixture Slack bot',
+      createdBy: ids.owner,
+      encryptedServiceAccountKey: secret,
+    })
+    await executor.insert(slackSearchInstallation).values({
+      id: generateId(),
+      organizationId: ids.organization,
+      credentialId: botId,
+      appId,
+      slackAppId: appId,
+      teamId,
+      teamName: 'Fixture team',
+      botUserId: 'UBOT',
+      credentialVersion: generateId(),
+      revision: generateId(),
+    })
+  }
+
   async function accountsGroup() {
     const [group] = await db
       .select()
@@ -230,6 +282,16 @@ describe('Slack member accounts on the shared app without a Search bot', () => {
       })
     ).resolves.toMatchObject({ authorizationAppId: `slack:${SHARED_APP_ID}:${MEMBER_TEAM}` })
     await expect(approveSlack()).resolves.toMatchObject({ memberAccounts: { changed: false } })
+    await expect(
+      listSlackSearchInstallations.execute({
+        principal: principal(),
+        input: { organizationId: ids.organization },
+      })
+    ).resolves.toMatchObject({
+      sharedAppAvailable: true,
+      memberAppKind: 'shared',
+      installations: [],
+    })
 
     const second = new URL((await startSetup(groupId)).authorizationUrl)
     expect(second.searchParams.get('team')).toBe(MEMBER_TEAM)
@@ -243,34 +305,116 @@ describe('Slack member accounts on the shared app without a Search bot', () => {
   it('refuses shared-app member setup when the organization already has a Search bot', async () => {
     const groupId = (await approveSlack()).memberAccounts?.groupId
     if (!groupId) throw new Error('Approval did not provision organization accounts')
-    await db
-      .insert(slackApp)
-      .values({ id: SHARED_APP_ID, kind: 'shared', organizationId: null, revision: generateId() })
-    const botId = generateId()
-    await db.insert(credential).values({
-      id: botId,
-      organizationId: ids.organization,
-      type: 'service_account',
-      providerId: 'slack',
-      displayName: 'Fixture Slack bot',
-      createdBy: ids.owner,
-      encryptedServiceAccountKey: (await encryptSecret('fixture-bot')).encrypted,
-    })
-    await db.insert(slackSearchInstallation).values({
-      id: generateId(),
-      organizationId: ids.organization,
-      credentialId: botId,
-      appId: SHARED_APP_ID,
-      slackAppId: SHARED_APP_ID,
-      teamId: MEMBER_TEAM,
-      teamName: 'Fixture team',
-      botUserId: 'UBOT',
-      credentialVersion: generateId(),
-      revision: generateId(),
-    })
+    await installBot(SHARED_APP_ID, MEMBER_TEAM)
     await expect(startSetup(groupId)).rejects.toThrow('installed Slack app')
   })
 
+  it('refuses to finish member setup when a custom bot is installed during authorization', async () => {
+    const groupId = (await approveSlack()).memberAccounts?.groupId
+    if (!groupId) throw new Error('Approval did not provision organization accounts')
+    const pending = new URL((await startSetup(groupId)).authorizationUrl)
+    const before = await accountsGroup()
+    await installBot(CUSTOM_APP_ID, OTHER_TEAM)
+    provideSlackConsent(MEMBER_TEAM)
+    await expect(completeSetup(pending.searchParams.get('state') ?? '')).rejects.toThrow(
+      'installations changed during authorization'
+    )
+    expect(await accountsGroup()).toEqual(before)
+  })
+
+  it('refuses member setup when another bot joins an installed one during authorization', async () => {
+    const groupId = (await approveSlack()).memberAccounts?.groupId
+    if (!groupId) throw new Error('Approval did not provision organization accounts')
+    await installBot(SHARED_APP_ID, MEMBER_TEAM)
+    const pending = new URL(
+      (await startSetup(groupId, { appId: SHARED_APP_ID, teamId: MEMBER_TEAM })).authorizationUrl
+    )
+    expect(pending.searchParams.get('team')).toBe(MEMBER_TEAM)
+    const before = await accountsGroup()
+    await installBot(CUSTOM_APP_ID, OTHER_TEAM)
+    provideSlackConsent(MEMBER_TEAM)
+    await expect(completeSetup(pending.searchParams.get('state') ?? '')).rejects.toThrow(
+      'installations changed during authorization'
+    )
+    expect(await accountsGroup()).toEqual(before)
+  })
+
+  it('waits for an in-flight bot install before finishing member setup', async () => {
+    const groupId = (await approveSlack()).memberAccounts?.groupId
+    if (!groupId) throw new Error('Approval did not provision organization accounts')
+    const pending = new URL((await startSetup(groupId)).authorizationUrl)
+    const before = await accountsGroup()
+    provideSlackConsent(MEMBER_TEAM)
+    const locked = createDeferred<number>()
+    const release = createDeferred<void>()
+    const install = db.transaction(async (tx) => {
+      await lockOrganizationSlackApp(tx, ids.organization)
+      await installBot(CUSTOM_APP_ID, OTHER_TEAM, tx)
+      const [connection] = await tx.execute<{ pid: number }>(sql`SELECT pg_backend_pid() AS pid`)
+      locked.resolve(connection.pid)
+      await release.promise
+    })
+    const installPid = await locked.promise
+    const completion = completeSetup(pending.searchParams.get('state') ?? '')
+    completion.catch(() => undefined)
+    try {
+      await vi.waitFor(
+        async () => {
+          const [waiting] = await db.execute<{ pid: number }>(
+            sql`SELECT pid FROM pg_stat_activity WHERE ${installPid} = ANY(pg_blocking_pids(pid))`
+          )
+          expect(waiting).toBeDefined()
+        },
+        { timeout: 5_000 }
+      )
+    } finally {
+      release.resolve()
+      await install
+    }
+    await expect(completion).rejects.toThrow('installations changed during authorization')
+    expect(await accountsGroup()).toEqual(before)
+  })
+
+  it('reports a custom-app member setup and keeps it off the shared-app path', async () => {
+    const groupId = (await approveSlack()).memberAccounts?.groupId
+    if (!groupId) throw new Error('Approval did not provision organization accounts')
+    const scopes = [...SLACK_SEARCH_USER_SCOPES]
+    await db
+      .update(credentialGroup)
+      .set({
+        options: [
+          {
+            id: generateId(),
+            provider: 'slack',
+            label: 'Slack',
+            authorizationAppId: `slack:${CUSTOM_APP_ID}:${OTHER_TEAM}`,
+            requiredScopes: scopes,
+            scopeVersion: credentialGroupScopePolicyVersion(scopes),
+            required: false,
+            status: 'active',
+          },
+        ],
+        encryptedProviderConfiguration: await encryptCredentialGroupProviderConfiguration({
+          ...emptyCredentialGroupProviderConfiguration(),
+          slack: {
+            source: 'slack_app',
+            appId: CUSTOM_APP_ID,
+            teamId: OTHER_TEAM,
+            scopes,
+            verifiedAt: new Date().toISOString(),
+          },
+        }),
+      })
+      .where(eq(credentialGroup.id, groupId))
+    await expect(
+      listSlackSearchInstallations.execute({
+        principal: principal(),
+        input: { organizationId: ids.organization },
+      })
+    ).resolves.toMatchObject({ memberAppKind: 'custom', installations: [] })
+    await expect(startSetup(groupId)).rejects.toThrow('Remove the existing Slack setup')
+  })
+
   it('revokes shared-app member grants in every organization when a workspace has no bot', async () => {
     const groupId = (await approveSlack()).memberAccounts?.groupId
     if (!groupId) throw new Error('Approval did not provision organization accounts')

apps/sim/lib/credential-groups/application/slack-managed-users.ts

@@ -171,6 +171,7 @@ export const completeSlackCredentialGroupConfiguration: OperationUseCase<
       attempt.appRevision !== pending.appRevision ||
       attempt.searchApproval?.approved !== pending.searchApproval?.approved ||
       attempt.searchApproval?.updatedAt !== pending.searchApproval?.updatedAt ||
+      attempt.installationsRevision !== pending.installationsRevision ||
       attempt.clientId !== pending.clientId ||
       attempt.redirectUri !== pending.redirectUri ||
       credentialGroupScopePolicyVersion(attempt.requiredScopes) !==