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[ENG-895] feat: update Slack App documentation - #59

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miguelangaranocurrents wants to merge 17 commits into
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cursor/slack-docs-improvements-770b
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[ENG-895] feat: update Slack App documentation#59
miguelangaranocurrents wants to merge 17 commits into
mainfrom
cursor/slack-docs-improvements-770b

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@miguelangaranocurrents

@miguelangaranocurrents miguelangaranocurrents commented Jul 23, 2026

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Summary

  • document Fix with AI, all run-result modes, test-result truncation, private channels, destination limits, and installation status/recovery in the Slack App guide
  • add distinct Currents vs Slack administrator guidance (Slack App guide and Action lifecycle Slack setup)
  • update the Slack overview and AI overview entry points; clarify Slack App data access in the privacy page
  • document ENG-179 scheduled Automated Reports delivery to Slack (per-report channel configuration, Block Kit summaries, prerequisites, troubleshooting) and cross-link from dashboard/automated-reports.md
  • keep Slack App documentation framework-agnostic and use third person in PR-added copy
  • merge latest main (including Vitest docs and CI setup updates)

Out of scope (per review)

  • legacy Slack Webhook migration/setup changes (left unchanged on main)
  • unrelated Action settings navigation wording outside Slack permissions

Verification

  • merged origin/main into this branch
  • git diff --check
  • internal link check on touched Slack/AI/privacy files

Screenshots

Current product screenshots for newly documented UI states are not in the repository; existing Slack assets received alt text and captions only.

Note: ENG-179 UI labels were inferred from the monorepo branch scope and internal specs; the private currents repo was not readable from this environment. Adjust wording after merge if dashboard copy differs.

Open in Web Open in Cursor 

Summary by CodeRabbit

  • Documentation
    • Updated the AI overview with a new “Slack Fix with AI” entry point, including the Fix with AI button/modal behavior and a dedicated “Fix with AI from Slack” section.
    • Refreshed Slack integration setup and reference docs with clearer admin responsibilities, an installation checklist (including recovery), destination limit guidance, improved notification UX (threading and run/result modes), and channel picker behavior (public/private).
    • Expanded Slack data-access explanations and tightened lifecycle notification enablement guidance under Actions > Settings.
    • Improved mention configuration guidance and troubleshooting checks.
    • Enhanced legacy Slack Webhook migration steps and added duplicate-notification warnings.

Generated description

Below is a concise technical summary of the changes proposed in this PR:
Expand the Slack App and AI documentation to cover Fix with AI, run-result modes, threaded updates, private-channel delivery, destination limits, and scheduled reports. Clarify Currents vs Slack administrator responsibilities, installation recovery, and Slack data access so teams can configure notifications and access safely.

TopicDetails
Slack delivery Document Slack notification behavior, Fix with AI, threaded run updates, and scheduled report delivery.
Modified files (4)
  • ai/overview.md
  • dashboard/automated-reports.md
  • resources/integrations/slack/README.md
  • resources/integrations/slack/slack-app.md
Latest Contributors(2)
UserCommitDate
cursoragent@cursor.comdocs(slack): document ...July 29, 2026
agoldis@gmail.comNo subjectJuly 23, 2026
Access and recovery Clarify admin roles, installation recovery, and Slack data access for the integration.
Modified files (4)
  • guides/currents-actions/lifecycle-notifications.md
  • resources/data-privacy/access-to-customer-data.md
  • resources/integrations/slack/README.md
  • resources/integrations/slack/slack-app.md
Latest Contributors(2)
UserCommitDate
cursoragent@cursor.comdocs(slack): document ...July 29, 2026
agoldis@gmail.comNo subjectApril 15, 2026
Review this PR on Baz | Customize your next review

Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
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coderabbitai Bot commented Jul 23, 2026

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📝 Walkthrough

Walkthrough

Slack documentation now covers Slack-based Fix with AI entry points, expanded Slack App setup and notification configuration, lifecycle administration, data access, and migration from legacy webhooks.

Changes

Slack documentation

Layer / File(s) Summary
Slack App setup and channel configuration
resources/integrations/slack/slack-app.md
Installation roles, recovery states, destination limits, and public/private channel setup are documented.
Notifications and Fix with AI
ai/overview.md, resources/integrations/slack/README.md, resources/integrations/slack/slack-app.md
Slack notification modes, test notifications, Fix with AI actions, mentions, and troubleshooting guidance are updated.
Lifecycle administration and data access
guides/currents-actions/lifecycle-notifications.md, resources/data-privacy/access-to-customer-data.md
Administrator responsibilities, Slack permissions, accessible data, and notification setup are clarified.
Legacy webhook migration
resources/integrations/slack/README.md, resources/integrations/slack/slack-webhook.md
Webhook configuration details and migration steps to the Slack App are added, including duplicate-notification warnings.

Estimated code review effort: 2 (Simple) | ~10 minutes

Possibly related PRs

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title is concise and accurately describes the main theme of the changes: Slack App documentation updates.
✨ Finishing Touches
📝 Generate docstrings
  • Create stacked PR
  • Commit on current branch
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch cursor/slack-docs-improvements-770b

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@miguelangaranocurrents
miguelangaranocurrents marked this pull request as ready for review July 23, 2026 22:14

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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@resources/integrations/slack/slack-app.md`:
- Around line 2-31: Update the nearby Slack Enterprise Grid administrator
warning in the Slack App documentation to say the app may be installed by an Org
Owner or Org Admin, matching the permissions table and preserving the rest of
the warning.

In `@resources/integrations/slack/slack-webhook.md`:
- Around line 81-89: Update the “Migrate to the Slack App” instructions,
specifically step 3, to explicitly map the legacy “Events (Optional)”
settings—including Run Start, Run Finish, Run Timeout, and Run Canceled—to each
destination, preserving the existing failed-run, lifecycle-event, branch, and
tag guidance.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: 9328ae7f-1a72-430c-8944-e5410e71b70c

📥 Commits

Reviewing files that changed from the base of the PR and between 0976efd and c9a380d.

📒 Files selected for processing (6)
  • ai/overview.md
  • guides/currents-actions/lifecycle-notifications.md
  • resources/data-privacy/access-to-customer-data.md
  • resources/integrations/slack/README.md
  • resources/integrations/slack/slack-app.md
  • resources/integrations/slack/slack-webhook.md

Comment thread resources/integrations/slack/slack-app.md Outdated
Comment thread resources/integrations/slack/slack-webhook.md Outdated
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>

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Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
resources/integrations/slack/slack-app.md (1)

46-49: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Scope account_inactive recovery by deployment type.

The checklist covers both single-workspace and Enterprise Grid installations, but Line 49 requires an Org Owner/Admin for every recovery. Single workspaces should reference the Workspace Owner/Admin from Line 47; reserve Org Owner/Admin for Enterprise Grid.

Suggested clarification
-4. If the app was already installed and notifications stopped working with an `account_inactive` error, the integration should be **disconnected** and reinstalled by an Org Owner/Admin. Reinstalling generates a new, valid token.
+4. If the app was already installed and notifications stopped working with an `account_inactive` error, disconnect and reinstall it using the required administrator level: **Workspace Owner/Admin** for a single workspace or **Org Owner/Admin** for Enterprise Grid. Reinstalling generates a new, valid token.
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@resources/integrations/slack/slack-app.md` around lines 46 - 49, Update the
account_inactive recovery step in the Slack installation checklist to
distinguish deployment types: require a Workspace Owner/Admin for
single-workspace reinstallations and an Org Owner/Admin for Enterprise Grid
reinstallations. Preserve the existing disconnect-and-reinstall flow and clarify
that the required role depends on the deployment type.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Outside diff comments:
In `@resources/integrations/slack/slack-app.md`:
- Around line 46-49: Update the account_inactive recovery step in the Slack
installation checklist to distinguish deployment types: require a Workspace
Owner/Admin for single-workspace reinstallations and an Org Owner/Admin for
Enterprise Grid reinstallations. Preserve the existing disconnect-and-reinstall
flow and clarify that the required role depends on the deployment type.

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: e71a2d4a-6893-433c-88bc-96116bc07096

📥 Commits

Reviewing files that changed from the base of the PR and between c9a380d and b60ea13.

📒 Files selected for processing (2)
  • resources/integrations/slack/README.md
  • resources/integrations/slack/slack-app.md

cursoragent and others added 2 commits July 23, 2026 22:42
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>

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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@resources/integrations/slack/slack-webhook.md`:
- Around line 87-94: The migration checklist must preserve the legacy “Single
Notification for All Groups” setting by mapping it to the Slack App equivalent
or explicitly documenting that it cannot be migrated. Clarify under “Events
(Optional)” that a blank selection means all legacy events are enabled,
including “Run Start,” and specify how that event should be handled despite
having no Slack App equivalent.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: a9dfe8cc-93f0-4fbf-a90d-bd338f406537

📥 Commits

Reviewing files that changed from the base of the PR and between b60ea13 and 1194b28.

📒 Files selected for processing (2)
  • resources/integrations/slack/slack-app.md
  • resources/integrations/slack/slack-webhook.md
🚧 Files skipped from review as they are similar to previous changes (1)
  • resources/integrations/slack/slack-app.md

Comment thread resources/integrations/slack/slack-webhook.md Outdated
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>

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Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
guides/currents-actions/lifecycle-notifications.md (1)

26-26: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Document the concrete Slack roles required for each workspace type.

Saying that the required role “depends” on single-workspace versus Enterprise Grid leaves administrators unsure whom to involve. Name the required role for each topology, or link directly to the installation section that specifies it.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@guides/currents-actions/lifecycle-notifications.md` at line 26, Update the
Slack authorization guidance in the lifecycle notifications documentation to
name the concrete Slack role required for single-workspace installations and for
Enterprise Grid, or link directly to the existing installation section that
specifies both roles. Keep the Currents administrator and member permissions
unchanged.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Outside diff comments:
In `@guides/currents-actions/lifecycle-notifications.md`:
- Line 26: Update the Slack authorization guidance in the lifecycle
notifications documentation to name the concrete Slack role required for
single-workspace installations and for Enterprise Grid, or link directly to the
existing installation section that specifies both roles. Keep the Currents
administrator and member permissions unchanged.

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: 86116e09-f694-41a6-86c1-120b3858b017

📥 Commits

Reviewing files that changed from the base of the PR and between 1194b28 and 1011164.

📒 Files selected for processing (1)
  • guides/currents-actions/lifecycle-notifications.md

cursoragent and others added 6 commits July 24, 2026 03:06
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
@miguelangaranocurrents miguelangaranocurrents changed the title Update Slack App documentation [ENG-895] feat: update Slack App documentation Jul 24, 2026
cursoragent and others added 2 commits July 28, 2026 00:52
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
Comment thread resources/integrations/slack/slack-app.md
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
Comment thread resources/integrations/slack/slack-app.md Outdated
cursoragent and others added 2 commits July 29, 2026 15:08
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
baz-reviewer[bot]
baz-reviewer Bot previously approved these changes Jul 29, 2026
Add Slack App guidance for scheduled automated reports (Block Kit delivery,
per-report channel configuration, prerequisites) and cross-link from
automated-reports.md. Remove in-development notice.

Co-authored-by: miguelangaranocurrents <miguelangaranocurrents@users.noreply.github.com>
@baz-reviewer
baz-reviewer Bot dismissed their stale review July 29, 2026 15:30

Baz dismissed its prior approval because a re-review found new findings.

Comment thread dashboard/automated-reports.md
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