fix(slack): skip completed shared app verification setup

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

@@ -15,6 +15,8 @@ const mocks = vi.hoisted(() => ({
   refetchApps: vi.fn(),
   manifest: vi.fn(),
   install: vi.fn(),
+  accounts: vi.fn(),
+  refetchAccounts: vi.fn(),
 }))
 vi.mock('@/hooks/queries/credential-groups', () => ({
   useStartSlackCredentialGroupConfiguration: () => ({
@@ -34,6 +36,11 @@ vi.mock('@/hooks/queries/slack-search', () => ({
   useStartSlackSearchOAuth: () => ({ mutate: mocks.install, isPending: false, reset: vi.fn() }),
 }))
 
+vi.mock('@/hooks/queries/organization-accounts', () => ({
+  organizationAccountsKeys: { detail: (id: string) => ['organization-accounts', id] },
+  useOrganizationAccounts: mocks.accounts,
+}))
+
 import type { WorkspaceCredential } from '@/lib/api/contracts/credentials'
 import {
   SLACK_MANAGED_USER_SCOPES,
@@ -69,6 +76,25 @@ describe('Slack member access selection', () => {
     vi.spyOn(toast, 'success').mockReturnValue('toast')
     vi.stubGlobal('IS_REACT_ACT_ENVIRONMENT', true)
     mocks.create.mockResolvedValue(undefined)
+    mocks.accounts.mockReturnValue({
+      isSuccess: true,
+      isPending: false,
+      isFetching: false,
+      data: {
+        credentialGroup: {
+          id: 'group-1',
+          options: [
+            {
+              provider: 'slack',
+              status: 'active',
+              configurationStatus: 'ready',
+            },
+          ],
+        },
+      },
+      error: null,
+      refetch: mocks.refetchAccounts,
+    })
     mocks.apps.mockReturnValue({
       isSuccess: true,
       isPending: false,
@@ -456,6 +482,7 @@ describe('Slack member access selection', () => {
           {
             id: 'installation-1',
             appId: 'A_APP',
+            appKind: 'custom',
             teamId: 'T_TEAM',
             teamName: 'sim',
             credentialId: bot.id,
@@ -487,6 +514,166 @@ describe('Slack member access selection', () => {
     })
   })
 
+  it.each([false, true])(
+    'skips completed shared app setup entirely (refreshed installation: %s)',
+    async (refresh) => {
+      const installation = {
+        id: 'installation-1',
+        appId: 'A_SHARED',
+        appKind: 'shared',
+        teamId: 'T_TEAM',
+        teamName: 'sim',
+        credentialId: bot.id,
+        enabled: true,
+        needsValidation: false,
+      }
+      if (refresh) {
+        await render(undefined, [], 'org-1')
+        expect(document.body.textContent).toContain('Install Sim Search first')
+      }
+      mocks.apps.mockReturnValue({
+        isSuccess: true,
+        isPending: false,
+        data: { installations: [installation], bots: [bot], sharedAppAvailable: true },
+        error: null,
+      })
+      await render(undefined, [], 'org-1')
+      expect(document.querySelector('[role="dialog"]')).toBeNull()
+      expect(mocks.onOpenChange).toHaveBeenCalledExactlyOnceWith(false)
+      expect(mocks.start).not.toHaveBeenCalled()
+      expect(mocks.install).not.toHaveBeenCalled()
+      expect(window.open).not.toHaveBeenCalled()
+    }
+  )
+
+  it.each([
+    { enabled: false, needsValidation: false, sharedAppAvailable: true },
+    { enabled: true, needsValidation: true, sharedAppAvailable: true },
+    { enabled: true, needsValidation: false, sharedAppAvailable: false },
+  ])('keeps incomplete shared app setup actionable: %j', async (status) => {
+    const accounts = mocks.accounts()
+    accounts.data.credentialGroup.options[0].configurationStatus = 'needs_update'
+    mocks.apps.mockReturnValue({
+      isSuccess: true,
+      isPending: false,
+      data: {
+        installations: [
+          {
+            id: 'installation-1',
+            appId: 'A_SHARED',
+            appKind: 'shared',
+            teamId: 'T_TEAM',
+            teamName: 'sim',
+            credentialId: bot.id,
+            enabled: status.enabled,
+            needsValidation: status.needsValidation,
+          },
+        ],
+        bots: [bot],
+        sharedAppAvailable: status.sharedAppAvailable,
+      },
+      error: null,
+    })
+    await render(undefined, [], 'org-1')
+    expect(document.body.textContent).toContain('Manage Sim Search app')
+    expect(document.body.textContent).not.toContain('Verify and add')
+    expect(document.body.textContent).not.toContain('Update member access')
+    expect(mocks.onOpenChange).not.toHaveBeenCalled()
+    expect(mocks.start).not.toHaveBeenCalled()
+  })
+
+  it.each(['removed', 'needs_update', 'needs_update_failed', 'pending', 'error', 'refreshing'])(
+    'does not skip shared setup when member configuration is %s',
+    async (state) => {
+      mocks.apps.mockReturnValue({
+        isSuccess: true,
+        isPending: false,
+        data: {
+          installations: [
+            {
+              id: 'installation-1',
+              appId: 'A_SHARED',
+              appKind: 'shared',
+              teamId: 'T_TEAM',
+              teamName: 'sim',
+              credentialId: bot.id,
+              enabled: true,
+              needsValidation: false,
+            },
+          ],
+          bots: [bot],
+          sharedAppAvailable: true,
+        },
+        error: null,
+      })
+      const current = mocks.accounts()
+      mocks.accounts.mockReturnValue({
+        ...current,
+        isSuccess: !['pending', 'error'].includes(state),
+        isPending: state === 'pending',
+        isFetching: state === 'refreshing',
+        error: state === 'error' ? new Error('Could not load member setup') : null,
+        data:
+          state === 'pending'
+            ? undefined
+            : {
+                credentialGroup: {
+                  id: 'group-1',
+                  options:
+                    state === 'removed'
+                      ? []
+                      : [
+                          {
+                            provider: 'slack',
+                            status: 'active',
+                            configurationStatus: 'needs_update',
+                          },
+                        ],
+                },
+              },
+      })
+      await render(undefined, [], 'org-1')
+      expect(mocks.onOpenChange).not.toHaveBeenCalled()
+      expect(mocks.start).not.toHaveBeenCalled()
+      if (state === 'error') {
+        expect(document.body.textContent).toContain('Could not load member setup')
+        expect(document.body.textContent).not.toContain('Update member access')
+        await clickButton('Retry')
+        expect(mocks.refetchAccounts).toHaveBeenCalledOnce()
+      } else if (state === 'pending' || state === 'refreshing') {
+        expect(document.body.textContent).toContain('Checking the installed Slack app')
+        expect(document.body.textContent).not.toContain('Update member access')
+      } else if (state === 'needs_update' || state === 'needs_update_failed') {
+        expect(document.body.textContent).toContain('Member access is outdated')
+        if (state === 'needs_update_failed')
+          mocks.start.mockRejectedValueOnce(new Error('Try again'))
+        await clickButton('Update member access')
+        expect(mocks.start).toHaveBeenCalledExactlyOnceWith({
+          organizationId: 'org-1',
+          credentialGroupId: 'group-1',
+          body: {
+            appId: 'A_SHARED',
+            teamId: 'T_TEAM',
+            requiredScopes: [...SLACK_SEARCH_USER_SCOPES],
+          },
+        })
+        expect(mocks.install).not.toHaveBeenCalled()
+        if (state === 'needs_update_failed') {
+          expect(toast.error).toHaveBeenCalledWith('Try again')
+          expect(popup.close).toHaveBeenCalledOnce()
+          expect(mocks.onOpenChange).not.toHaveBeenCalled()
+          await clickButton('Update member access')
+        }
+        await completeAuthorization()
+        expect(toast.success).toHaveBeenCalledWith('Slack configured')
+        expect(mocks.onOpenChange).toHaveBeenCalledWith(false)
+      } else {
+        expect(document.body.textContent).toContain('Manage Sim Search app')
+        expect(document.body.textContent).not.toContain('Update member access')
+      }
+    }
+  )
+
   it('only changes existing workflow access after the user selects Search documents', async () => {
     await render(SLACK_MANAGED_USER_SCOPES)
     const access = Array.from(document.querySelectorAll('button')).find((node) =>

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

@@ -26,7 +26,10 @@ import {
 } from '@/lib/credential-groups/slack-managed-user-scopes'
 import { ConnectSlackBotModal } from '@/app/workspace/[workspaceId]/integrations/components/connect-slack-bot-modal/connect-slack-bot-modal'
 import { useStartSlackCredentialGroupConfiguration } from '@/hooks/queries/credential-groups'
-import { organizationAccountsKeys } from '@/hooks/queries/organization-accounts'
+import {
+  organizationAccountsKeys,
+  useOrganizationAccounts,
+} from '@/hooks/queries/organization-accounts'
 import { useSlackSearchInstallations } from '@/hooks/queries/slack-search'
 import { credentialGroupKeys } from '@/hooks/queries/utils/credential-group-queries'
 
@@ -101,6 +104,28 @@ export function SlackManagedUsersModal({
   const selectedApp =
     availableApps.find((app) => app.appId === appId) ??
     (availableApps.length === 1 && !appId ? availableApps[0] : undefined)
+  const sharedAppInstalled = organizationSetup && selectedApp?.appKind === 'shared'
+  const accounts = useOrganizationAccounts(open && sharedAppInstalled ? organizationId : undefined)
+  const memberGroup = accounts.data?.credentialGroup
+  const memberOption = memberGroup?.options.find(
+    (option) => option.provider === 'slack' && option.status === 'active'
+  )
+  const sharedAppCanAuthorize = Boolean(
+    sharedAppInstalled &&
+      apps.isSuccess &&
+      !apps.isFetching &&
+      !apps.error &&
+      apps.data?.sharedAppAvailable &&
+      selectedApp.enabled &&
+      !selectedApp.needsValidation &&
+      accounts.isSuccess &&
+      !accounts.isFetching &&
+      !accounts.error &&
+      memberGroup?.id === credentialGroupId
+  )
+  const sharedAppReady = sharedAppCanAuthorize && memberOption?.configurationStatus === 'ready'
+  const sharedAppNeedsUpdate =
+    sharedAppCanAuthorize && memberOption?.configurationStatus === 'needs_update'
   const [clientId, setClientId] = useState('')
   const [clientSecret, setClientSecret] = useState('')
   const [pending, setPending] = useState(false)
@@ -201,24 +226,27 @@ export function SlackManagedUsersModal({
   }
 
   /**
-   * The subscription's identity is `open` alone. Routing the handler through a
-   * ref keeps a `bots` refetch from closing and reopening the channel mid-flow,
-   * which would drop an already-queued authorization message from the popup.
+   * Routing the handler through a ref keeps a bots refetch from reopening the
+   * channel mid-flow and dropping an already-queued authorization message.
    */
   const messageHandler = useRef(handleAuthorizationMessage)
   useEffect(() => {
     messageHandler.current = handleAuthorizationMessage
   })
 
   useEffect(() => {
-    if (!open) return
+    if (!open || sharedAppReady) return
     const channel = new BroadcastChannel(CHANNEL_NAME)
     channel.onmessage = (event: MessageEvent<unknown>) => {
       if (!isSlackManagedUsersMessage(event.data)) return
       messageHandler.current(event.data)
     }
     return () => channel.close()
-  }, [open])
+  }, [open, sharedAppReady])
+
+  useEffect(() => {
+    if (open && sharedAppReady && !appSetupOpen) onOpenChange(false)
+  }, [open, sharedAppReady, appSetupOpen, onOpenChange])
 
   useEffect(
     () => () => {
@@ -246,7 +274,12 @@ export function SlackManagedUsersModal({
   }
 
   const handleSubmit = async () => {
-    if (pending || (!organizationSetup && !selectedBot)) return
+    if (
+      pending ||
+      (sharedAppInstalled && !sharedAppNeedsUpdate) ||
+      (!organizationSetup && !selectedBot)
+    )
+      return
     if (
       organizationSetup
         ? !selectedApp || !requiredScopes.length
@@ -300,14 +333,22 @@ export function SlackManagedUsersModal({
     }
   }
 
+  if (sharedAppReady && !appSetupOpen) return null
+
   const noBots = !organizationSetup && !isLoading && bots.length === 0
   const needsApp = organizationSetup && apps.isSuccess && availableApps.length === 0
+  const checkingSetup =
+    apps.isPending ||
+    (sharedAppInstalled && (apps.isFetching || accounts.isPending || accounts.isFetching))
+  const failedSetup = apps.error ? apps : sharedAppInstalled && accounts.error ? accounts : null
   const title = organizationSetup ? 'Set up Slack app' : 'Set up Slack'
   const primaryLabel = isLoading
     ? 'Loading...'
     : pending
       ? 'Waiting for Slack...'
-      : 'Verify and add'
+      : sharedAppNeedsUpdate
+        ? 'Update member access'
+        : 'Verify and add'
   const primaryDisabled =
     isLoading ||
     noBots ||
@@ -330,15 +371,19 @@ export function SlackManagedUsersModal({
         </ChipModalHeader>
         <ChipModalBody>
           {organizationSetup ? (
-            apps.isPending ? (
+            checkingSetup ? (
               <ChipModalField type='custom' title='Sim Search app'>
                 <p role='status' className='text-[var(--text-secondary)] text-sm'>
                   Checking the installed Slack app…
                 </p>
               </ChipModalField>
-            ) : apps.error ? (
-              <ChipModalField type='custom' title='Sim Search app' error={apps.error.message}>
-                <Chip onClick={() => void apps.refetch()} disabled={apps.isFetching}>
+            ) : failedSetup ? (
+              <ChipModalField
+                type='custom'
+                title='Sim Search app'
+                error={failedSetup.error?.message}
+              >
+                <Chip onClick={() => void failedSetup.refetch()} disabled={failedSetup.isFetching}>
                   Retry
                 </Chip>
               </ChipModalField>
@@ -375,8 +420,11 @@ export function SlackManagedUsersModal({
                 )}
                 <ChipModalField type='custom' title='Member accounts'>
                   <p className='text-[var(--text-secondary)] text-sm'>
-                    Verify member authorization for the installed app. Each member can then connect
-                    their Slack account to index channels and DMs they can access.
+                    {sharedAppInstalled
+                      ? sharedAppNeedsUpdate
+                        ? 'Member access is outdated. Update it so members can reconnect their Slack accounts.'
+                        : 'The Sim Search installation needs attention. Manage the app to finish setup.'
+                      : 'Verify member authorization for the installed app. Each member can then connect their Slack account to index channels and DMs they can access.'}
                   </p>
                   {selectedApp && (
                     <Chip onClick={() => setAppSetupOpen(true)} disabled={pending}>
@@ -473,15 +521,17 @@ export function SlackManagedUsersModal({
                   onClick: () => setAppSetupOpen(true),
                 },
               }
-            : noBots
+            : sharedAppInstalled && !sharedAppNeedsUpdate
               ? { defaultAction: 'dismiss' as const }
-              : {
-                  primaryAction: {
-                    label: primaryLabel,
-                    onClick: () => void handleSubmit(),
-                    disabled: primaryDisabled,
-                  },
-                })}
+              : noBots
+                ? { defaultAction: 'dismiss' as const }
+                : {
+                    primaryAction: {
+                      label: primaryLabel,
+                      onClick: () => void handleSubmit(),
+                      disabled: primaryDisabled,
+                    },
+                  })}
         />
       </ChipModal>
       {open &&