Update README for merged architecture and new features

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Adam Moussa 2026-05-12 15:51:21 -04:00
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# After-Hours Shift Manager
Slack bot for managing after-hours on-call shifts at Sea Haven Industries. Employees can pick up, drop, and swap shifts directly from Slack. Changes automatically update 3CX ring group 800 routing.
Slack bot for managing after-hours on-call shifts at Sea Haven Industries. Employees can pick up, drop, and swap shifts directly from Slack. Changes automatically update 3CX ring group routing via the integrated ring scheduler.
## How It Works
A recurring weekly schedule assigns employees to after-hours phone duty (5pm-8am). Any unassigned day shows as **Available** in Slack with a pickup button. When someone picks up or drops a shift for today, the 3CX phone system is updated immediately. Future changes take effect when the 3CX scheduler runs at 8am.
A recurring weekly schedule assigns employees to after-hours phone duty. Weekend shifts are split into Day (8am-5pm) and Night (5pm-8am). Any unassigned shift shows as **Available** in Slack with a pickup button. When someone picks up or drops a shift for today, the 3CX ring group is updated immediately. Future changes take effect when the ring scheduler runs at 8am daily and 5pm on weekends.
The weekly schedule post is updated live when shifts change, and the previous week's post is automatically deleted when the new one goes out.
## Slack Commands
@ -23,15 +25,49 @@ A recurring weekly schedule assigns employees to after-hours phone duty (5pm-8am
| `/oncall rate <ext> <amount>` | Set a per-person shift rate |
| `/oncall help` | Show help |
### Admin Commands
Available to users listed in `admin_users` in the CONFIG record:
| Command | Description |
|---|---|
| `/oncall admin override <date> <ext>` | Assign a shift to an extension |
| `/oncall admin open <date>` | Mark a shift as open |
| `/oncall admin clear <date>` | Remove override (revert to weekly) |
| `/oncall admin roster add <ext> <name>` | Add an employee to the roster |
| `/oncall admin roster remove <ext>` | Remove an employee |
| `/oncall admin roster rename <ext> <name>` | Rename an employee |
Dates accept: `today`, `tomorrow`, `monday`-`sunday`, `4/5`, `2026-04-05`
## Architecture
- **Runtime**: Python 3.12 on AWS Lambda (via API Gateway)
- **Runtime**: Python 3.12 on AWS Lambda (arm64)
- **Data**: DynamoDB single-table (`afterhours-shifts`)
- **IaC**: AWS SAM (`template.yaml`)
- **IaC**: AWS SAM (`template.yaml`) with shared Lambda Layer
- **Slack**: Slack Bolt framework with `/oncall` slash command
- **3CX Integration**: Invokes the `3cx-ring-group-scheduler` Lambda for same-day changes; the scheduler reads DynamoDB for future dates
- **3CX Integration**: Ring group routing updated directly via 3CX RingGroup XAPI
- **Secrets**: AWS Secrets Manager (`afterhours-shift-manager/*`)
### Lambda Functions
| Function | Trigger | Purpose |
|---|---|---|
| `afterhours-shift-manager` | API Gateway (POST /slack/events) | Slack bot — handles `/oncall` commands and interactive buttons |
| `afterhours-weekly-post` | EventBridge (Monday 7am ET) | Posts weekly schedule to Slack, sends pay report email |
| `afterhours-roster-sync` | EventBridge (daily 6am ET) | Syncs employee roster from 3CX |
| `afterhours-ring-scheduler` | EventBridge (daily 8am ET + weekend 5pm ET) | Updates 3CX ring group routing based on who's on shift |
### Project Layout
```
src/
slack-bot/ Slack Bolt Lambda (handler + app)
weekly-post/ Monday schedule + pay post
roster-sync/ Daily 3CX roster sync
ring-scheduler/ 3CX ring group routing updates
shared/ Lambda Layer (schedule, blocks, 3CX client, secrets)
```
### DynamoDB Schema
@ -42,12 +78,23 @@ Single table with `PK` / `SK` keys:
| `ROSTER` | `<extension>` | Employee: name, extension, slack_user_id |
| `WEEKLY` | `<DayName>` | Default weekly schedule: extension, name |
| `OVERRIDE` | `<YYYY-MM-DD>` | Date override from pickup/drop (or `OPEN`) |
| `SCHEDULE_POST` | `<channel_id>` | Current schedule message timestamp |
| `PAY` | `<YYYY-MM-DD>` | Weekly pay record (Monday date key) |
| `CONFIG` | `CONFIG` | Settings: shift_rate, fallback_extension |
| `CONFIG` | `CONFIG` | Settings: shift_rate, fallback_extension, admin_users |
### Secrets Manager
| Secret | Description |
|---|---|
| `afterhours-shift-manager/slack-bot-token` | Slack bot OAuth token (`xoxb-...`) |
| `afterhours-shift-manager/slack-signing-secret` | Slack app signing secret |
| `afterhours-shift-manager/3cx-domain` | 3CX FQDN (e.g. `company.3cx.us`) |
| `afterhours-shift-manager/3cx-client-id` | 3CX OAuth2 client ID |
| `afterhours-shift-manager/3cx-client-secret` | 3CX OAuth2 client secret |
## Deployment
Merges to `main` are automatically deployed via **CodePipeline + CodeBuild**. The pipeline stack (`afterhours-shift-manager-pipeline`) watches the GitHub repo and runs `sam build && sam package` then deploys via CloudFormation changeset.
Merges to `main` are automatically deployed via **GitHub Actions** using reusable SAM workflows from the Sea Haven org.
For manual deploys:
@ -57,35 +104,3 @@ sam deploy
```
See [SETUP.md](SETUP.md) for full deployment and Slack app creation instructions.
### Version Bumps
A GitHub Actions workflow runs daily at 6pm ET, collects all PRs merged since the last version tag, creates a semver patch bump (e.g. v1.6.0 → v1.6.1), updates the Slack changelog canvas, and posts a summary to the team channel. Minor bumps can be triggered manually via `workflow_dispatch`.
### SSM Parameters
| Parameter | Description |
|---|---|
| `/afterhours-shift-manager/slack-bot-token` | Slack bot OAuth token (`xoxb-...`) |
| `/afterhours-shift-manager/slack-signing-secret` | Slack app signing secret |
| `/afterhours-shift-manager/channel-id` | Slack channel ID for notifications |
## Weekly Auto-Post
Every Monday at 7am ET, the bot posts the week's schedule to the configured channel with pickup buttons for any available shifts.
## Pay Report Email
A weekly Bonus Pay Summary email is sent via SES to payroll@seahaven.com with a table showing each employee's name, rate, and total pay for the week.
### Lambda Functions
| Function | Trigger | Purpose |
|---|---|---|
| `afterhours-shift-manager` | API Gateway (POST /slack/events) | Slack bot — handles `/oncall` commands and interactive buttons |
| `afterhours-weekly-post` | EventBridge (Monday 7am ET) | Posts weekly schedule to Slack, sends pay report email |
| `afterhours-roster-sync` | EventBridge (daily 6am ET) | Syncs employee roster from 3CX |
## Related
- [3cx-ring-scheduler](https://github.com/Sea-Haven-Industries/3cx-ring-scheduler) — the Lambda that updates 3CX ring group routing daily