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feat(slack-bot): plan-mode (App Home + approval modal + auto-classifier)#676

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feat(slack-bot): plan-mode (App Home + approval modal + auto-classifier)#676
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@bleleve bleleve commented May 22, 2026

Summary

Slack gains the full plan-mode workflow:

  • App Home plan-mode toggle. Per-user "Plan mode" checkbox. When ON, every @mention triggers a planning session (force-plan). When OFF (default), the repo classifier infers plan-vs-build intent from the prompt text — so users don't need to flip the toggle for non-trivial requests.
  • Plan model selector in App Home. Defaults to the deployment's `defaultPlanModel` (from `/model-preferences`).
  • Plan approval modal. Clicking Approve opens a modal with a "Build with" model picker (defaults to `defaultModel`). Clicking Reject opens a modal with an optional reason field. Both view submissions return `response_action: clear` so Slack closes the modal cleanly (avoids the "Connection issues" UX).
  • Verdict UI. After approve/reject, `chat.update` replaces the origin "Plan awaiting your approval" message with a terminal block — header `:white_check_mark:` / `:x:`, context line with actor + model / reason, buttons removed. Reject reason capped at 500 chars client-side + defensive truncate to stay under Slack's 2000-char mrkdwn context block limit.
  • Auto-detect from @mention text. The repo classifier gains a `shouldPlan` signal from the prompt — single-repo / channel-bound fast paths get a dedicated lightweight LLM call for the signal. Resolution order: App Home toggle (force ON) → classifier verdict → build mode (default). Persisted through the repo picker so the classifier verdict survives picker round-trips.

Draft until PR #672 (default-models) merges. This PR depends on the shared `fetchModelDefaults` helper from PR #671 + the extended `/model-preferences` payload from PR #672.

Why this is one PR (not two: basic + classifier)

The classifier is woven through `startSessionAndSendPrompt` (`classifierShouldPlan` param), the App Home UI copy, and the message-handler wiring. Separating "basic" from "classifier" would require manually reverting cross-cutting changes from a coherent feature — not worth the maintenance overhead.

Compatibility

Upstream's `callbacks.ts` (with `/callbacks/tool_call`) is preserved unchanged. Plan-mode callback handling lives in `index.ts` (block_action handlers + view submissions), not in the callbacks router.

Stack

Stack: A (#671) → B (#672) → { C | D | E | F }
Depends on: A, B
Parallel to: C, D, E

Test plan

  • `npm run typecheck` — green
  • `npm run lint` — green
  • `npm test -w @open-inspect/slack-bot` — 7/7 files

🤖 Generated with Claude Code

…amble)

Adds the backend for plan-mode: a human-in-the-loop planning gate where
the agent persists a markdown plan that must be approved before any
code-changing turn runs. This PR is headless — no UI or bot triggers
yet (those follow as separate PRs in the stack).

Changes:

- New `plans` table in the SessionDO SQLite (monotonic versions per
  session); `PlanService` + `plans.handler` covering save / get / list
  / approve / reject.
- New endpoints under `/sessions/:id/plan{,/approve,/reject}` and
  `/sessions/:id/plans` (list).
- `SessionMessageQueue` reads `getCurrentPlan()` and attaches
  `resumeContext.currentPlan` to dispatched `PromptCommand`s. The
  planning-turn gate is terminal-status aware (approved/rejected exits
  plan mode without flipping `plan_mode` so the history bubble stays
  visible).
- Sandbox `bridge.py` builds a restate-and-confirm preamble from
  `resumeContext.currentPlan` and prepends it to the user content
  before forwarding to OpenCode.
- New `wrapUntrustedContent` helper in `@open-inspect/shared` wraps
  plan + user content in XML tags from the sandbox runtime (security:
  isolates plan-as-context from prompt-injection inside user messages).
- Shared `model-defaults.ts` ships the `fetchModelDefaults` helper —
  used by bots in subsequent PRs to source the default model + default
  plan model from a single place (the control plane). Falls back to
  env vars + shared constants until the `/model-preferences` endpoint
  is extended (next PR in the stack).
- `MODEL_ALIAS_MAP` and `DEFAULT_PLAN_MODEL` added to shared models.

Tests:

- Unit tests for `PlanService`, `plans.handler`, plan-mode behavior in
  `MessageQueue`, plan persistence in the repository.
- Sandbox-runtime tests for `bridge.py` preamble + XML wrapping.
- All test fixtures updated to include the new required `plan_*`
  fields on `SessionRow`.

Verification: `npm run typecheck` (workspace), `npm run lint`, `npm test`
(shared 183/183, control-plane 1148/1148), `pytest` (sandbox-runtime
plan-related tests 41/41) — all green on this branch based on upstream/main.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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bleleve and others added 2 commits May 22, 2026 20:09
…eMurray#671

Must-fix:
- bridge.py: escape XML special chars in plan content before interpolating
  into <saved_plan> and <previous_plan> wrappers (1.1) — prevents a
  hostile `</saved_plan>` in the plan body from breaking out of the
  wrapper and injecting instructions outside it.
- bridge.py: replace the cumulative token buffer's append with overwrite
  semantics (1.2) — OpenCode token events carry the FULL accumulated
  text since the response start (not incremental deltas), so appending
  produced corrupted plan bodies with compounded prefixes at end-of-turn.
- plans.handler.ts: readApprovalBody now throws InvalidApprovalBodyError
  on JSON parse failure instead of silently coercing the body to {} (1.3)
  — errorResponseForApproval maps it to HTTP 400 so malformed client
  requests surface instead of leaking through with partial parameters.

Should-fix:
- plan.service.ts: dedup guard now requires non-null messageId (1.4) —
  null is the "no message context" marker, so two identical-body events
  with null messageId are legitimately distinct saves and must each
  bump the version.
- session/types.ts: import PlanSource from @open-inspect/shared (1.5)
  instead of redeclaring it locally — prevents contract drift between
  the control plane row type and the shared API surface.
- durable-object.ts: extract DEFAULT_SANDBOX_INACTIVITY_TIMEOUT_MS
  module constant (1.6); also cleans up a stray /** doc-comment opener
  left over from an earlier opencode-config strip.
- bridge.py: extract PLAN_SAVE_TIMEOUT_SECONDS module constant (1.7).
- prompt-safety.ts: <user_content> tag neutralization is now case-
  insensitive and whitespace-tolerant (1.8) — catches `<USER_CONTENT>`,
  `< user_content >`, `</ user_content >`, attribute-bearing tags, etc.

Nitpicks:
- session-lifecycle.handler.ts: remove redundant getValidModelOrDefault
  after validation; add log.warn when planMode=true but planModel is
  invalid and we fall back to DEFAULT_PLAN_MODEL (1.9).
- router.ts: type forwardPlanApproval's internalPath parameter with
  SessionInternalPath instead of bypassing via `as never` (1.10).
- control-plane/src/types.ts: reference DEFAULT_SANDBOX_INACTIVITY_TIMEOUT_MS
  in the SANDBOX_INACTIVITY_TIMEOUT_MS env-var comment (1.11).
- docs/PLAN_MODE.md: add `text` language tag to architecture diagram
  fence to satisfy MD040 (1.12).
- packages/control-plane/README.md: clarify Plan Mode behavior —
  prompts continue to queue and dispatch as *planning turns* until
  approval/rejection/amendment (not "the message queue is gated") (1.13).

Test coverage gaps:
- repository.test.ts: new case for upsertSession({ planMode: true,
  planModel }) asserting plan_mode=1 and plan_model are persisted (1.14).
- plan.service.test.ts: new cases for null-messageId dedup (skipped
  guard) and MAX_PLAN_CONTENT_BYTES boundary (accept-at-limit, throw-
  over-limit) (1.15).

Targeted regression tests:
- test_bridge_resume_context.py: assertions that resume + planning
  preambles escape XML specials in the plan body and that token-buffer
  overwrite semantics produce a single non-duplicated snapshot.
- plans.handler.test.ts: assertions that malformed-JSON bodies on
  approve/reject return HTTP 400 with code "invalid_body".

Verification: npm run build -w @open-inspect/shared && npm run lint &&
npm run typecheck && npm test (shared 16 files, control-plane 65 files
all green) && pytest (41 + 4 new regression cases green).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…#671

Three items flagged on the first fix commit (a2cad10):

🟠 Major (plans.handler.ts) — Don't clear reasoning effort when no model
override is provided.
  Previously the approve handler validated the user's
  implementationReasoningEffort against `""` when no model override was
  set; validateReasoningEffort returned null, which then propagated to
  approvePlanAndFlush. The service treats null as an explicit "clear",
  so an approval request that sent reasoning effort without a model
  silently wiped the session's persisted reasoning_effort. New
  semantics:
    - undefined (omitted) → no change
    - explicit null       → forwarded as null (intentional clear)
    - string + model      → validated against the model
    - string, no model    → return 400 with code "invalid_reasoning_effort"
  Two new regression cases in plans.handler.test.ts.

⚡ Quick win (durable-object.ts) — NaN-guard the inactivity timeout parse.
  parseInt(env_value, 10) returns NaN when the env var is set to a
  non-numeric string (e.g. "abc" or "5 minutes"); the lifecycle manager
  would then schedule alarms with NaN ms, which is undefined behavior.
  New parseSandboxInactivityTimeoutMs() helper checks Number.isFinite
  and value > 0 before accepting the env value, falling back to
  DEFAULT_SANDBOX_INACTIVITY_TIMEOUT_MS otherwise.

⚡ Style (durable-object.ts) — Drop the "// 15 minutes" trailing comment
  on DEFAULT_SANDBOX_INACTIVITY_TIMEOUT_MS. Per repo guideline, don't
  restate literal timeout values in comments — the constant name is
  the source of truth.

Verification: npm run typecheck, npm run lint, npm test -w
@open-inspect/control-plane (65/65 files, all green).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@bleleve bleleve force-pushed the feature/plan-mode-slack-bot branch from bd72fe1 to 702c8a6 Compare May 22, 2026 18:24
CodeRabbit follow-up review on ColeMurray#672 (the only thread that didn't auto-
resolve after the previous fix pushes). The issue technically lives in
ColeMurray#671's plans.handler.ts but CodeRabbit only flagged it now after seeing
the post-fix state.

`JSON.parse("null")` returns null, `JSON.parse("[1,2]")` returns an
array, `JSON.parse("42")` returns a number. All three are syntactically
valid JSON but none of them is the object payload approvePlan/rejectPlan
expect. The previous code would parse successfully then crash later
when dereferencing `body.implementationModel` on `null` (TypeError) or
silently accept arrays and primitives as if they were valid bodies.

Reject these early with HTTP 400 (`code: "invalid_body"`) via the
existing InvalidApprovalBodyError path. Two new regression cases cover
JSON-null and JSON-array bodies.

Verification: npm run typecheck && npm test -w @open-inspect/control-plane
(65/65 files, 2 new test cases green).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@bleleve bleleve force-pushed the feature/plan-mode-slack-bot branch from 702c8a6 to 16001e9 Compare May 22, 2026 18:41
…leMurray#671

Two new items flagged after the previous fix pushes:

🟠 plans.handler.ts — Reject invalid implementationReasoningEffort.
  validateReasoningEffort() returns null for unsupported values, but
  null is also our explicit "clear the persisted effort" sentinel. A
  request with a typo (e.g. "hgih" instead of "high") was previously
  accepted and silently cleared the session's reasoning_effort. Now
  we distinguish the two cases: explicit-null body stays null
  (intentional clear), but a string that fails validation returns 400
  with code "invalid_reasoning_effort" instead of being coerced.

🟡 bridge.py — Use quoteattr for the version XML attribute value.
  xml_escape() does NOT escape `"`, so a version string containing a
  quote could break the attribute boundary of <saved_plan version=...>
  and <previous_plan version=...>. Switching to xml.sax.saxutils.
  quoteattr (which handles the surrounding quotes itself) closes that
  edge case. Body content keeps xml_escape since it's not in an
  attribute context.

Verification: npm run typecheck && npm test -w @open-inspect/control-plane
(66/66 files green) && pytest tests/test_bridge_resume_context.py
(19 cases green).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@bleleve bleleve force-pushed the feature/plan-mode-slack-bot branch 3 times, most recently from 45e4428 to 5c7901d Compare May 22, 2026 18:59
bleleve and others added 2 commits May 23, 2026 00:49
When a plan is approved, the control-plane now enqueues a synthetic
"Implement the approved plan vN..." prompt server-side and flushes the
queue, so every client (web + Slack/Linear/GitHub bots) starts the
implementation turn through the same code path.

Previously only the web client did this (via a follow-up WebSocket
prompt after the approve call). Approvals coming from bots stalled at
"Execution complete" right after the plan was generated — Build cost
stayed at $0 — because nothing was kicking off the build turn.

The synthetic prompt is authored by a stable per-session "system"
participant (created lazily on first dispatch) and uses the new
"system" MessageSource so the UI and event log can distinguish it.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
enqueuePromptFromApi already flushes the message queue at the end of its
own path, so the implementation-prompt enqueue done in
onDispatchImplementationPrompt picks up both the synthetic prompt and any
user messages that piled up during awaiting_approval. The separate
onPlanApproved callback that fired a second processMessageQueue was a
no-op (queue already busy) and the comment claiming it flushed the
synthetic prompt was misleading. Remove the dep and the wiring.

Addresses reef review on ColeMurray#65.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
bleleve and others added 8 commits May 23, 2026 01:44
…D1Tables

Addresses CodeRabbit review on ColeMurray#672. Control-plane integration tests run
under isolatedStorage=false (workers-sdk SQLite WAL cleanup bug), so D1
state can leak across files when each suite forgets to clean. Match the
pattern used by other integration suites and reset D1 in beforeEach.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Extends the existing `model_preferences` table with `default_model` and
`default_plan_model` columns. Surfaces them via a new section in
Settings → Models so the deployment-wide defaults are configurable from
the UI instead of being scattered across Terraform env vars on each
worker.

Why: with plan-mode (preceding PR in stack), every deployment now
needs two default models — one for build turns, one for plan turns.
The control-plane is the natural source of truth (already serves
`enabledModels` via `/model-preferences`). The bots and the web UI
read from this single place instead of each worker carrying its own
`DEFAULT_MODEL` env var that must be kept in sync.

Changes:

- D1 migration `0021_add_default_models_to_model_preferences.sql`
  adds two nullable columns via `ALTER TABLE ADD COLUMN`. Existing
  deployments keep working because the read path falls back to the
  env var, then to the shared library constant.
- `db/model-preferences.ts` extended to read/write the new fields
  atomically across the three-field tuple.
- `GET /model-preferences` now returns `{ enabledModels, defaultModel,
  defaultPlanModel }`; `PUT` validates `defaultModel ∈ enabledModels`.
- Web Settings → Models gets a new "Default Models" section with two
  combobox pickers. Disabling a model that's the current default is
  blocked inline.
- Terraform: production workers gain `DEFAULT_MODEL` (control-plane,
  which didn't have one) and `DEFAULT_PLAN_MODEL` (all four). These
  remain fallbacks — the DB value wins when set.
- `docs/GETTING_STARTED.md` gets a "Configure Default Models" subsection.

Verification: `npm run typecheck`, `npm run lint`, `npm test`
(shared 183/183, control-plane 1162/1162, web 259/259) — all green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>


Must-fix:
- model-defaults.ts: per-field fallback chain (2.1) — defaultModel and
  defaultPlanModel now resolve independently as `DB > env > shared
  constant`. The previous all-or-nothing gate required BOTH fields in
  the CP response; when only one was present, both fields fell back
  together to env/constants, discarding the partial DB value.

Should-fix:
- models-settings.tsx: setDirty only fires on an actual state change
  (2.2). Previously toggling a model off would set dirty even when the
  toggle was blocked by the default-model guard, enabling Save on a
  no-op. The fix tracks a `changed` flag inside the updater and only
  calls setDirty when the underlying Set actually mutated.
- models-settings.tsx: SWR data sync moved from render phase into
  useEffect (2.3). The previous in-render setState would surface a
  React warning under StrictMode and risked an unnecessary re-render.
- terraform/environments/production/workers-{linear,slack}.tf:
  align DEFAULT_PLAN_MODEL to "anthropic/claude-opus-4-6" (2.4) to
  match the format used by workers-control-plane.tf and
  workers-github.tf. The bare "claude-opus-4-6" string was not a
  fully-qualified model ID and would be rejected by isValidModel.

Targeted regression test:
- model-defaults.test.ts: two new cases verifying that when the CP
  response contains only defaultModel (resp. defaultPlanModel), the
  other field independently falls back to env without the present
  field being discarded.

Verification: npm run build -w @open-inspect/shared && npm run lint &&
npm run typecheck && npm test (shared 16/16, control-plane 66/66,
web 32/32 — all green).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
… GET /model-preferences

CodeRabbit follow-up on ColeMurray#672 (only remaining unresolved thread on the
PR after the previous fixes auto-resolved): when no DB preferences
exist, the fallback chain could return defaultModel / defaultPlanModel
sourced from env vars or shared constants that weren't members of the
returned enabledModels set. That broke the same invariant enforced by
setPreferences() — a subsequent PUT with the unchanged returned tuple
would fail validation, leaving the Settings page unable to re-save.

New reconcileDefaultsWithEnabled() helper substitutes the first
enabled model for any default that isn't in enabledModels (the same
fallback the web Settings UI applies when a stored default becomes
disabled). Applied at all three GET sites: no-DB-binding fallback,
happy path, and store-throws fallback.

New regression test asserts that env-var defaults outside the enabled
set are reconciled. The existing test capturing the old (broken)
behavior was rewritten to use enabledModels that contain the env-var
values — the more realistic configuration where both are aligned.

Verification: npm run typecheck && npm test -w @open-inspect/control-plane
(66/66 files green, 1 new regression case).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
CodeRabbit follow-up on ColeMurray#672: env vars like `DEFAULT_MODEL` /
`DEFAULT_PLAN_MODEL` are sometimes configured with bare model names
(e.g. `claude-sonnet-4-6`) rather than the fully-qualified form
(`anthropic/claude-sonnet-4-6`). The CP `/model-preferences` endpoint
already returns normalized IDs, but the env-var fallback path
previously surfaced the raw env value verbatim — so during a CP outage
callers could see a mix of qualified and bare IDs depending on how
the operator configured the worker.

New `normalizeFallback()` helper passes the candidate through
`isValidModel` + `normalizeModelId`. Invalid candidates return
undefined so the chain falls through to the next link (env → shared
constant); valid bare or qualified IDs get normalized to the
qualified form before being returned.

Three existing tests rewritten to assert the normalized output (they
previously captured the bug). Two new regression cases:
- Bare env vars get normalized.
- Invalid env vars are ignored and the chain falls through to the
  shared constant.

Verification: npm run build -w @open-inspect/shared, npm test -w
@open-inspect/shared (16/16 files green) && npm test -w
@open-inspect/control-plane (66/66 files green).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Slack gains the full plan-mode workflow:

- **App Home plan-mode toggle.** Per-user "Plan mode" checkbox. When
  ON, every @mention triggers a planning session (force-plan). When
  OFF (default), the repo classifier infers plan-vs-build intent from
  the prompt text — so users don't need to flip the toggle for
  non-trivial requests.
- **Plan model selector** in App Home. Defaults to the deployment's
  `defaultPlanModel` (from `/model-preferences`).
- **Plan approval modal.** Clicking Approve opens a modal with a
  "Build with" model picker (defaults to `defaultModel`). Clicking
  Reject opens a modal with an optional reason field. Both view
  submissions return `response_action: clear` so Slack closes the
  modal cleanly (avoids the "Connection issues" UX).
- **Verdict UI.** After approve/reject, `chat.update` replaces the
  origin "Plan awaiting your approval" message with a terminal block
  — header `:white_check_mark:` / `:x:`, context line with actor +
  model / reason, buttons removed. Reject reason capped at 500 chars
  client-side + defensive truncate to stay under Slack's 2000-char
  mrkdwn context block limit.
- **Auto-detect from @mention text.** The repo classifier gains a
  `shouldPlan` signal from the prompt — single-repo / channel-bound
  fast paths get a dedicated lightweight LLM call for the signal.
  Resolution order: App Home toggle (force ON) → classifier verdict
  → build mode (default). Persisted through the repo picker so the
  classifier verdict survives picker round-trips.

Why this is one PR instead of two (basic + classifier):
The classifier is woven through `startSessionAndSendPrompt`
(`classifierShouldPlan` param), the App Home UI copy, and the
message-handler wiring. Separating "basic" from "classifier" would
require manually reverting cross-cutting changes from a coherent
feature — not worth the maintenance overhead.

Stack: A → B → { C | D | E | **F** }
Depends on: A (plan backend, shared types, prompt-safety),
B (defaultModel / defaultPlanModel).
Parallel to: C, D, E.

Compatibility: upstream's `callbacks.ts` (with `/callbacks/tool_call`)
is preserved unchanged. Plan-mode callback handling lives in
`index.ts` (block_action handlers + view submissions), not in the
callbacks router.

Verification: `npm run typecheck`, `npm run lint`, `npm test`
(slack-bot 7/7 files) — all green.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…channel info failures

Two issues observed on a real Slack session:

1. The `<system_instruction>Do not use slack-notify` directive was only
   appended to the first prompt of a session, not to follow-up prompts in
   the same thread. Plan-mode preambles inject competing instructions and
   the agent's conversation history can be compacted, so the rule was not
   guaranteed to survive past turn 1. Extracted as a module-level constant
   `SLACK_NOTIFY_GUARD_INSTRUCTION` and appended on both the initial prompt
   (`startSessionAndSendPrompt`) and follow-up prompts on existing sessions
   (`handleIncomingMessage`).

2. `handleAppMention` swallowed `getChannelInfo` failures silently, both
   on `ok: false` and on thrown exceptions. When the bot lacked the right
   scope or could not reach Slack, the prompt was sent without channel
   context and no log trace existed to diagnose. Both paths now emit a
   `slack.channel_info.{missing,error}` warning log with the channel id
   and the underlying error.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…feedback on ColeMurray#64)

fountain-reef reviewer flagged that `slack.channel_info.missing` was
overloaded: it fired both for Slack-returned `ok: false` (operator-
actionable — missing scope, channel_not_found) and for the anomalous
`ok: true` / no `channel` field case. Mixed events make alerting harder.

Split into three distinct event names so each failure mode can be filtered
or alerted on independently:

- `slack.channel_info.api_error` — Slack API returned `ok: false` with a
  structured error (typically a permission or configuration issue).
- `slack.channel_info.missing` — `ok: true` but no `channel` field
  (Slack-side anomaly; should not happen per the API contract).
- `slack.channel_info.fetch_failed` — transport-level exception before
  any envelope was parsed (renamed from `slack.channel_info.error` to
  avoid name overlap with the API-error case).

No behaviour change; only log-event naming.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@bleleve bleleve force-pushed the feature/plan-mode-slack-bot branch from 4f5de33 to 6da215a Compare May 22, 2026 23:46
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