seahaven-slack-bot/README.md

# Seahaven Slack Bot — Alex

![TypeScript](https://img.shields.io/badge/TypeScript-3178C6?logo=typescript&logoColor=white)
![AWS CDK](https://img.shields.io/badge/AWS-CDK-FF9900?logo=amazonaws&logoColor=white)
![Slack](https://img.shields.io/badge/Slack-integration-4A154B?logo=slack&logoColor=white)
![CI](https://github.com/Sea-Haven-Industries/seahaven-slack-bot/actions/workflows/ci.yaml/badge.svg)

Internal Slack assistant for Sea Haven Industries, powered by AWS Bedrock. Employees can DM Alex or @mention Alex in any channel to ask about vendors, payments, work orders, purchase orders, Amazon sites, company policies, and more.

## Architecture

```
Slack (WebSocket)
   │
   ▼
ECS Fargate (Socket Mode)                ← persistent WebSocket connection to Slack
   │
   ├── DM (message.im) ──────────────────┐
   ├── @mention (app_mention) ────────────┤
   │                              async invoke
   │                                      ▼
   │                              slack-processor Lambda    ← calls Bedrock Agent, logs to DynamoDB, posts reply
   │                                      │
   │                                      ▼
   │                              Bedrock Agent — Alex (Claude Sonnet 4.5)
   │                                      ├── Knowledge Base (AOSS + S3)
   │                                      ├── QBO_Lookup action group       ← QuickBooks vendor search (VPC, static IP)
   │                                      ├── Google_Maps_Lookup action group ← fallback vendor search
   │                                      └── WO_PO_Lookup action group     ← WO, PO, site, and payment lookups (DynamoDB direct)
   │
   └── App Home opened ──────────────────→ app-home Lambda  ← publishes Block Kit capabilities view

API Gateway (bot.seahaven.com)
   │
   └── GET /qbo/*
          ▼
       qbo-oauth Lambda (VPC, static IP)  ← OAuth 2.0 connect/callback/disconnect/launch
          Outbound IP: 52.202.83.13 (NAT Gateway in seahaven-vpc)

EventBridge (daily 02:00 UTC)
   │
   ├── notion-sync Lambda     ← exports Office Operations Notion pages → S3 → KB ingestion
   ├── po-sync Lambda         ← exports purchase-orders DynamoDB → S3 → KB ingestion
   └── workorder-sync Lambda  ← exports WorkOrders + Comments DynamoDB → S3 → KB ingestion
```

### What Alex Can Do

- **Vendor Lookup** — search QBO for existing vendors, KB for approved lists, Google Maps for new options
- **Payment & Invoice Status** — check if a vendor has been paid, if an invoice is scheduled, look up by check number
- **Work Order Lookups** — status, assignments, comments, and full history by WO number
- **Purchase Order Lookups** — status, line items, supplier, and ship-to details by PO number
- **Site Lookups** — Amazon facility address and details by site code, or list all sites in a state
- **Company Policies & SOPs** — employee handbook, SA8000 compliance, and operational procedures

### Vendor Query Priority
1. **QBO** — existing vetted vendors in QuickBooks Online
2. **Knowledge Base** — approved vendor lists in internal docs
3. **Google Maps** — fallback for net-new vendor discovery

## Stack

| Resource | Details |
|---|---|
| AWS Account | 328440206208, us-east-1 |
| CDK | TypeScript, v2 |
| LLM | Claude Sonnet 4.5 (`anthropic.claude-sonnet-4-5-20250929-v1:0`) |
| Embeddings | Amazon Titan Embed Text V2 (1024 dimensions) |
| Vector Store | OpenSearch Serverless (VECTORSEARCH) |
| Socket Mode | ECS Fargate (`seahaven-socket-mode`) — persistent WebSocket to Slack |
| Conversation Log | DynamoDB `seahaven-conversations` (90-day TTL) |
| Unanswered Questions | DynamoDB `seahaven-unanswered-questions` (180-day TTL) |
| Payment Data | DynamoDB `PaymentsDashboard` (via payments-dashboard) |
| PO Data Source | DynamoDB `purchase-orders` (read-only; owned by procurement-ingest / po-ingest) |
| Work Order Data Source | DynamoDB `WorkOrders` + `WorkOrderComments` (via workorder-ingest) |
| Site Assignments | DynamoDB `verified-sites` (auto-populated via po-ingest Streams pipeline) |
| VPC | `seahaven-vpc` (`vpc-0d3d4b67bd0cf8a68`) — QBO Lambdas + Socket Mode |
| Static Outbound IP | `52.202.83.13` (NAT Gateway for Intuit IP allowlist) |
| QBO OAuth URLs | `bot.seahaven.com/qbo/connect`, `/qbo/callback`, `/qbo/disconnect`, `/qbo/launch` |

### Shared Resources

This bot reads the `purchase-orders` DynamoDB table **read-only** (via the `po-sync` and `wo-po-lookup` Lambdas, both granted `grantReadData`). The table is owned by the `procurement-ingest` repo (`po-ingest` stack), which is the sole authoritative writer. Any change to the `purchase-orders` schema must be coordinated with `procurement-ingest` (owner) and `payments-dashboard` (the other read-only consumer).

## Prerequisites

- Node.js 22+
- AWS CDK (`npm install -g aws-cdk`)
- Docker Desktop (required for Lambda bundling and Socket Mode container build)
- AWS credentials configured locally

## Secrets Manager

These secrets must exist before deploying. The Slack, QBO, Maps, and app-level token secrets must be created manually before first deploy. The Notion secret is created automatically by CDK with a placeholder.

| Secret Name | Created | Structure |
|---|---|---|
| `seahaven/slack/credentials` | Manual (pre-deploy) | `{ "botToken": "xoxb-...", "signingSecret": "..." }` |
| `seahaven/slack/app-level-token` | Manual (pre-deploy) | Plaintext `xapp-...` token with `connections:write` scope |
| `seahaven/qbo/oauth` | Manual (pre-deploy) | `{ "clientId": "", "clientSecret": "", "refreshToken": "", "realmId": "" }` |
| `seahaven/google/maps-api-key` | Manual (pre-deploy) | `{ "apiKey": "" }` |
| `seahaven/notion/api-key` | Auto (CDK) | `{ "apiKey": "secret_..." }` |

## Deployment

```bash
npm install
npx cdk bootstrap aws://328440206208/us-east-1   # first time only
npx cdk deploy
```

The deploy takes ~15 minutes on first run. The AOSS collection, vector index creation, and Docker image build are the slow steps.

Stack outputs after deploy:
- `KBDocsBucketName` — S3 bucket to upload knowledge base documents
- `AgentId` — Bedrock Agent ID (Alex)

## Post-Deployment Setup

### 1. Upload knowledge base documents

Upload SA8000 compliance docs, SOPs, and the employee handbook to the S3 bucket printed in stack outputs.

```bash
aws s3 cp ./your-docs/ s3://<KBDocsBucketName>/ --recursive
```

### 2. Trigger KB sync

```bash
aws bedrock-agent start-ingestion-job \
  --knowledge-base-id <from Bedrock console> \
  --data-source-id <DataSourceId> \
  --region us-east-1
```

### 3. Configure Notion sync

1. Create a Notion internal integration at **Settings → Connections → Develop or manage integrations**
2. Name it `seahaven-office-ops` and associate it with the **Office Operations** teamspace
3. Copy the integration token and update: **Secrets Manager → `seahaven/notion/api-key` → Edit**

### 4. Configure Slack app

In the [Slack API dashboard](https://api.slack.com/apps):

1. **Basic Information** → update Display Name to "Alex", upload avatar
2. **Socket Mode** → enable, generate app-level token with `connections:write` scope
3. Store the app-level token in Secrets Manager as `seahaven/slack/app-level-token`
4. **Event Subscriptions** → enable (no Request URL needed with Socket Mode)
5. Subscribe to bot events: `message.im`, `app_mention`, `app_home_opened`
6. **OAuth & Permissions** → Bot Token Scopes: `chat:write`, `im:history`, `app_mentions:read`, `channels:history`, `groups:history`
7. **App Home** → enable Home Tab and Messages Tab
8. Reinstall app to workspace
9. Invite Alex to channels: `/invite @Alex`

## Project Structure

```
bin/
  seahaven-slack-bot.ts       CDK app entry point
lib/
  seahaven-slack-bot-stack.ts  Main stack
  constructs/
    knowledge-base.ts          Bedrock KB + AOSS + S3 (via @cdklabs L2 construct)
    bedrock-agent.ts           Alex — Bedrock Agent + QBO/Maps/WO-PO-Site-Payment action groups
    slack-handler.ts           Processor Lambda + App Home Lambda + QBO OAuth + API Gateway
    socket-mode.ts             ECS Fargate service running Slack Socket Mode client
    conversation-log.ts        DynamoDB conversation + unanswered questions tables
    notion-sync.ts             EventBridge daily cron + notion-sync Lambda
    po-sync.ts                 EventBridge daily cron + po-sync Lambda
    workorder-sync.ts          EventBridge daily cron + workorder-sync Lambda
services/
  socket-mode/                 Socket Mode ECS service (Dockerfile, TypeScript, @slack/socket-mode)
lambda/
  slack-processor/             Calls agent, writes DynamoDB, posts Slack reply
  app-home/                    Publishes Block Kit capabilities view to App Home tab
  qbo-oauth/                   OAuth 2.0 connect/callback/disconnect/launch for QuickBooks
  qbo-lookup/                  Bedrock action group — QuickBooks vendor search
  maps-lookup/                 Bedrock action group — Google Maps Places search
  wo-po-lookup/                Bedrock action group — WO, PO, site, and payment lookups (DynamoDB direct)
  notion-sync/                 Daily Notion → S3 export, triggers KB ingestion
  po-sync/                     Daily purchase-orders DynamoDB → S3 export, triggers KB ingestion
  workorder-sync/              Daily WorkOrders DynamoDB → S3 export, triggers KB ingestion
scripts/
  create-aoss-index.ts         Manual fallback for AOSS index creation (not needed in normal deploy)
```

## Known Maintenance Items

- **QBO OAuth** — the refresh token auto-rotates on every API call (persisted back to Secrets Manager). If the token ever expires (100 days of inactivity), reconnect via `https://bot.seahaven.com/qbo/connect`.
- **Notion sync** runs daily at 02:00 UTC automatically. Manual trigger: invoke `seahaven-notion-sync`.
- **PO sync** runs daily at 02:00 UTC. Scans `purchase-orders` DynamoDB table (from [po-ingest](https://github.com/Sea-Haven-Industries/po-ingest)). Manual trigger: invoke `seahaven-po-sync`.
- **Work order sync** runs daily at 02:00 UTC. Scans `WorkOrders` and `WorkOrderComments` (from [workorder-ingest](https://github.com/Sea-Haven-Industries/workorder-ingest)). Manual trigger: invoke `seahaven-workorder-sync`.
- **Site assignments** are auto-populated from the `verified-sites` DynamoDB table, maintained by the po-ingest DynamoDB Streams pipeline. No manual seeding required.
- **Unanswered questions** are logged to `seahaven-unanswered-questions` when Alex detects it couldn't answer a question. Review via DynamoDB console — records have `status: "pending"` and 180-day TTL.
- **Socket Mode** — the ECS Fargate task maintains a persistent WebSocket connection to Slack. Monitor via CloudWatch Logs (`socket-mode` log stream). The service auto-restarts on failure.