Dev

docs/ONBOARDING_CONSOLE.md

@@ -79,6 +79,26 @@ Both surfaces (agent + console) operate on the SAME KG state. The onboarding pip
   function reports that explicitly rather than failing silently.
 - **P3 NEXT** — `offboard_member` RPC + offboard wizard.
 
+## Slack channel map (source of truth)
+Membership = everyone-channel + young-investigator channel (postdoc/graduate_student) + one
+channel per working group the member belongs to. Kept in KG project secrets:
+
+| Scope | Channel | ID | Secret |
+|---|---|---|---|
+| Everyone | `#general` | `C07UA8763SA` | `SLACK_ONBOARDING_CHANNELS` |
+| Postdocs / grad students / trainees | `#younginvestigators` | `C09673P9D1A` | `SLACK_YI_CHANNELS` |
+| WG-Analytics | `#bbqs-wg-analytics` | `C0BP1AN59CZ` | `SLACK_WG_CHANNELS` |
+| WG-Devices | `#bbqs-wg-devices` | `C09633EE5M5` | `SLACK_WG_CHANNELS` |
+| WG-ELSI | `#bbqs-wg-elsi` | `C098CRMDFUK` | `SLACK_WG_CHANNELS` |
+| WG-Standards | `#bbqs-wg-standards` | `C097J7SLNJY` | `SLACK_WG_CHANNELS` |
+
+`trg_sync_slack_channels` (migration `20260807220000`) keeps these in step automatically on any
+INSERT/UPDATE of `role`/`working_groups`, from any surface. The bot must be a member of each
+channel (`/invite @BBQS`) — it can self-join PUBLIC channels only, and only with the
+`channels:join` scope. NOTE: the everyone/YI/WG lists ALSO exist agent-side in
+`consortium_settings` (`slack_onboarding_channels`, `slack_young_investigator_channels`); keep
+them in sync or the two surfaces will invite people differently.
+
 ## Manual apply / config (KG side)
 - Apply migrations in the SQL editor (in order): `20260806120000`, `20260806130000`, `20260806140000`, `20260806150000`, `20260806160000`.
 - Deploy edge functions (keys already on the project): `parse-onboard` (LOVABLE_API_KEY),

src/components/admin/OnboardingPipelinePanel.tsx

@@ -13,6 +13,7 @@ import { toast } from "sonner";
 import { edgeError } from "@/lib/edgeError";
 import { OnboardMemberDialog } from "@/components/admin/OnboardMemberDialog";
 import { GroupAuditDialog } from "@/components/admin/GroupAuditDialog";
+import { SlackInvitesDialog } from "@/components/admin/SlackInvitesDialog";
 
 type PipelineRow = {
   id: string;
@@ -90,6 +91,12 @@ export function OnboardingPipelinePanel({ embedded }: { embedded?: boolean } = {
     return rows;
   }, [rows, filter]);
   const stuckCount = useMemo(() => rows.filter((r) => r.is_stuck).length, [rows]);
+  // Everyone whose Slack step is still open — fed to the batch guest-invite triage.
+  const slackPending = useMemo(
+    () => rows.filter((r) => r.checklist && "slack" in r.checklist && !isDone(r.checklist.slack))
+              .map((r) => ({ email: r.email, name: r.name, role: r.role, working_groups: r.working_groups })),
+    [rows],
+  );
 
   // Run an action, toast, refresh. Serialized via `busy` to avoid double-clicks.
   const act = async (fn: () => Promise<void>, ok: string) => {
@@ -148,6 +155,7 @@ export function OnboardingPipelinePanel({ embedded }: { embedded?: boolean } = {
           </Button>
         ))}
         <div className="ml-auto flex items-center gap-2">
+          <SlackInvitesDialog people={slackPending} />
           <GroupAuditDialog />
           <OnboardMemberDialog trigger={<Button size="sm"><UserPlus className="mr-1.5 h-4 w-4" />Onboard member</Button>} />
           <Button size="sm" variant="ghost" onClick={() => refetch()} disabled={isRefetching}><RefreshCw className={`h-4 w-4 ${isRefetching ? "animate-spin" : ""}`} /></Button>

src/components/admin/ResolveStageDialog.tsx

@@ -113,7 +113,7 @@ export function ResolveStageDialog({ target, onClose }: { target: StageTarget |
     setBusy(true);
     try {
       const { data, error } = await supabase.functions.invoke("slack-channels", {
-        body: { email: target.email, role: target.role, action },
+        body: { email: target.email, role: target.role, working_groups: target.working_groups ?? [], action },
       });
       if (error) throw new Error(await edgeError(error, data));
       const res = (data ?? {}) as Record<string, any>;

src/components/admin/SlackInvitesDialog.tsx

@@ -0,0 +1,171 @@
+import { useState } from "react";
+import { useQueryClient } from "@tanstack/react-query";
+import { supabase } from "@/integrations/supabase/client";
+import { Dialog, DialogContent, DialogDescription, DialogFooter, DialogHeader, DialogTitle, DialogTrigger } from "@/components/ui/dialog";
+import { Button } from "@/components/ui/button";
+import { Loader2, Slack, Copy, Check, UserPlus, Hash } from "lucide-react";
+import { toast } from "sonner";
+import { edgeError } from "@/lib/edgeError";
+
+type Person = { email: string; name: string | null; role: string | null; working_groups: string[] | null };
+type Row = { email: string; name: string | null; in_workspace: boolean; missing?: string[]; missing_ids?: string[]; reason?: string };
+type Result = { ok?: boolean; checked?: number; needs_guest_invite?: Row[]; needs_channels?: Row[]; complete?: Row[]; error?: string };
+
+/** Batch Slack triage: split everyone with an unfinished Slack step into
+ *  (a) not in the workspace -> copy ALL their emails and send ONE group guest invite, and
+ *  (b) in the workspace but missing channels -> add them all in one click. */
+export function SlackInvitesDialog({ people }: { people: Person[] }) {
+  const queryClient = useQueryClient();
+  const [open, setOpen] = useState(false);
+  const [busy, setBusy] = useState(false);
+  const [res, setRes] = useState<Result | null>(null);
+  const [copied, setCopied] = useState(false);
+
+  const check = async () => {
+    setBusy(true);
+    try {
+      const { data, error } = await supabase.functions.invoke("slack-channels", {
+        body: { action: "bulk_check", people },
+      });
+      if (error) throw new Error(await edgeError(error, data));
+      const r = (data ?? {}) as Result;
+      if (r.error) throw new Error(r.error);
+      setRes(r);
+      toast.success(`Checked ${r.checked ?? 0} member(s)`);
+    } catch (e: any) {
+      toast.error(e?.message ?? "Slack check failed");
+    } finally {
+      setBusy(false);
+    }
+  };
+
+  const guests = res?.needs_guest_invite ?? [];
+  const chans = res?.needs_channels ?? [];
+
+  const copyEmails = async () => {
+    const list = guests.map((g) => g.email).join(", ");
+    try {
+      await navigator.clipboard.writeText(list);
+      setCopied(true);
+      setTimeout(() => setCopied(false), 2500);
+      toast.success(`${guests.length} email(s) copied — paste into Slack's invite box`);
+    } catch {
+      toast.error("Could not copy — select the list and copy manually");
+    }
+  };
+
+  const addAllChannels = async () => {
+    setBusy(true);
+    let ok = 0;
+    const failed: string[] = [];
+    try {
+      for (const p of chans) {
+        const { data, error } = await supabase.functions.invoke("slack-channels", {
+          body: { email: p.email, role: people.find((x) => x.email === p.email)?.role,
+                 working_groups: people.find((x) => x.email === p.email)?.working_groups ?? [], action: "invite" },
+        });
+        if (error || (data as any)?.ok === false) failed.push(`${p.email}: ${(data as any)?.error ?? "failed"}`);
+        else ok++;
+      }
+      toast[failed.length ? "warning" : "success"](
+        failed.length ? `Added ${ok}, ${failed.length} failed` : `Added ${ok} member(s) to their channels`,
+      );
+      if (failed.length) console.warn("slack add failures:", failed);
+      queryClient.invalidateQueries({ queryKey: ["onboarding-pipeline"] });
+      await check();
+    } finally {
+      setBusy(false);
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(o) => { setOpen(o); if (!o) { setRes(null); setCopied(false); } }}>
+      <DialogTrigger asChild>
+        <Button size="sm" variant="outline"><Slack className="mr-1.5 h-4 w-4" />Slack invites</Button>
+      </DialogTrigger>
+      <DialogContent className="max-w-2xl max-h-[85vh] overflow-y-auto">
+        <DialogHeader>
+          <DialogTitle>Slack invites</DialogTitle>
+          <DialogDescription>
+            Checks everyone whose Slack step is unfinished ({people.length} member{people.length === 1 ? "" : "s"}) and splits
+            them into those who still need a workspace guest invite and those who just need channels.
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="space-y-4 py-1">
+          {!res ? (
+            <p className="text-sm text-muted-foreground">Run the check to see who needs what. Nothing is sent.</p>
+          ) : (
+            <>
+              {/* Needs a guest invite — the batch action */}
+              <div className="rounded-md border border-amber-500/40 p-3">
+                <div className="flex items-center justify-between gap-2 mb-2">
+                  <div className="text-sm font-medium flex items-center gap-1.5">
+                    <UserPlus className="h-4 w-4 text-amber-600 dark:text-amber-400" />
+                    Not in Slack yet — {guests.length}
+                  </div>
+                  {guests.length > 0 && (
+                    <Button size="sm" onClick={copyEmails}>
+                      {copied ? <><Check className="mr-1.5 h-3.5 w-3.5" />Copied</> : <><Copy className="mr-1.5 h-3.5 w-3.5" />Copy all emails</>}
+                    </Button>
+                  )}
+                </div>
+                {guests.length === 0 ? (
+                  <p className="text-xs text-muted-foreground">Everyone is already in the workspace.</p>
+                ) : (
+                  <>
+                    <p className="text-xs text-muted-foreground mb-2">
+                      Copy these, then in Slack: <strong>Invite people</strong> → paste the whole list → send one group invite.
+                    </p>
+                    <div className="text-xs font-mono bg-muted rounded p-2 max-h-32 overflow-y-auto break-all">
+                      {guests.map((g) => g.email).join(", ")}
+                    </div>
+                  </>
+                )}
+              </div>
+
+              {/* Already in the workspace, just missing channels */}
+              <div className="rounded-md border border-border p-3">
+                <div className="flex items-center justify-between gap-2 mb-2">
+                  <div className="text-sm font-medium flex items-center gap-1.5">
+                    <Hash className="h-4 w-4 text-primary" />
+                    In Slack, missing channels — {chans.length}
+                  </div>
+                  {chans.length > 0 && (
+                    <Button size="sm" variant="secondary" onClick={addAllChannels} disabled={busy}>
+                      {busy ? <Loader2 className="h-4 w-4 animate-spin" /> : "Add all to channels"}
+                    </Button>
+                  )}
+                </div>
+                {chans.length === 0 ? (
+                  <p className="text-xs text-muted-foreground">Nobody is missing a channel.</p>
+                ) : (
+                  <ul className="text-xs space-y-1">
+                    {chans.map((c) => (
+                      <li key={c.email} className="text-muted-foreground">
+                        <span className="text-foreground">{c.name ?? c.email}</span> — missing {(c.missing ?? []).join(", ")}
+                      </li>
+                    ))}
+                  </ul>
+                )}
+              </div>
+
+              {(res.complete ?? []).length > 0 && (
+                <p className="text-xs text-emerald-600 dark:text-emerald-400">
+                  {(res.complete ?? []).length} already fully set up in Slack.
+                </p>
+              )}
+            </>
+          )}
+        </div>
+
+        <DialogFooter>
+          <Button variant="outline" onClick={check} disabled={busy || people.length === 0}>
+            {busy ? <Loader2 className="h-4 w-4 animate-spin" /> : "Check Slack status"}
+          </Button>
+          <Button onClick={() => setOpen(false)}>Close</Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}