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47 changes: 36 additions & 11 deletions .claude/CLAUDE.md
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👾

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Expand Up @@ -4,10 +4,17 @@ This file provides guidance to Claude Code (claude.ai/code) when working with co

## What This Is

Casey is an AI-powered IT helpdesk agent for Slack, built with Bolt for Python and Pydantic AI. It uses simulated tools (knowledge base, ticket creation, password reset, system status, permissions lookup) to demonstrate an agentic IT support workflow. All tool data is hardcoded for demo purposes.
A monorepo containing two parallel implementations of **Casey**, an AI-powered IT helpdesk agent for Slack built with Bolt for Python. Both implementations are functionally identical from the Slack user's perspective but use different AI agent frameworks:

- `pydantic-ai/` — Built with **Pydantic AI**
- `openai-agents-sdk/` — Built with **OpenAI Agents SDK**

All tool data (knowledge base, tickets, password resets, system status, permissions) is hardcoded for demo purposes.

## Commands

All commands must be run from within the respective project directory (`pydantic-ai/` or `openai-agents-sdk/`).

```sh
# Run the app (requires .env with OPENAI_API_KEY; Slack tokens optional with CLI)
slack run # via Slack CLI
Expand All @@ -21,28 +28,46 @@ ruff format --check .
pytest
```

## Architecture
## Monorepo Structure

```
.github/ # Shared CI workflows and dependabot config
pydantic-ai/ # Pydantic AI implementation
openai-agents-sdk/ # OpenAI Agents SDK implementation
```

CI runs ruff lint/format checks against both directories via a matrix strategy in `.github/workflows/ruff.yml`. Dependabot monitors `requirements.txt` in both directories independently.

## Architecture (shared across both implementations)

Three-layer design: **app.py** → **listeners/** → **agent/**

**Entry point (`app.py`)** initializes Bolt with Socket Mode and calls `register_listeners(app)`.

**Listeners** are organized by Slack platform feature:
- `listeners/events/` — `app_home_opened`, `app_mentioned`, `message_im`
- `listeners/actions/` — `category_buttons` (regex `^category_`), `feedback_good`, `feedback_bad`
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⭐ praise: Feedback good!

- `listeners/actions/` — `category_buttons` (regex `^category_`), feedback handlers
- `listeners/views/` — `issue_submission` modal handler

Each sub-package has a `register(app)` function called from `listeners/__init__.py`.

**Agent (`agent/casey.py`)** is a Pydantic AI `Agent` with `deps_type=CaseyDeps`. The model is **not** set on the agent (to avoid import-time OpenAI client creation); instead `DEFAULT_MODEL` (`openai:gpt-4o-mini`) is passed at each `run_sync()` call site. Tools are passed via the `tools=[]` constructor parameter (not decorators) so each tool lives in its own file under `agent/tools/`.
**CaseyDeps** (`agent/deps.py`) is a dataclass carrying `client`, `user_id`, `channel_id`, `thread_ts`. Constructed in each listener handler and passed to the agent at runtime.

**CaseyDeps** (`agent/deps.py`) is a dataclass carrying `client`, `user_id`, `channel_id`, `thread_ts`. It's constructed in each listener handler and passed as `deps=` to `run_sync()`.
**Conversation history** (`conversation/store.py`) is a thread-safe in-memory dict keyed by `(channel_id, thread_ts)` with TTL-based cleanup. This enables multi-turn context.

**Conversation history** (`conversation/store.py`) is an in-memory dict keyed by `(channel_id, thread_ts)` storing `list[ModelMessage]` from Pydantic AI. This is what enables multi-turn context. The singleton `conversation_store` is imported from `conversation/`.
**Handler flow** (DM, mention, modal submit): add `:eyes:` reaction → get history from store → run agent → post response in thread with feedback blocks → store updated messages.

## Key Patterns
## Key Differences Between Implementations

- All three message handlers (DM, mention, modal submit) follow the same flow: add :eyes: reaction → get history from store → `casey_agent.run_sync(text, model=DEFAULT_MODEL, deps=deps, message_history=history)` → post `result.output` in thread with feedback blocks → store `result.all_messages()`.
- Emoji/reaction logic is in the handlers, not the agent. Resolution detection checks `result.output` against a hardcoded phrase list.
- View builders (`app_home_builder.py`, `modal_builder.py`, `feedback_block.py`) return raw dicts or Block Kit objects, not views themselves. The handlers call `client.views_publish()` or `client.views_open()`.
- The `message_im` handler filters out bot messages (`event.bot_id`) and subtypes to avoid self-reply loops.
| Aspect | Pydantic AI | OpenAI Agents SDK |
|--------|-------------|-------------------|
| Agent file | `agent/casey.py` | `agent/support_agent.py` |
| Agent definition | `Agent(deps_type=CaseyDeps)` | `Agent[CaseyDeps](model="gpt-4o-mini")` |
| Model config | Passed at runtime via `run_sync(model=DEFAULT_MODEL)` | Set directly on agent constructor |
| Tool definition | Plain async functions | `@function_tool` decorated functions |
| Tool context param | `RunContext[CaseyDeps]` | `RunContextWrapper[CaseyDeps]` |
| Execution | `casey_agent.run_sync(text, model=..., deps=..., message_history=...)` | `Runner.run_sync(casey_agent, input=..., context=...)` |
| Result output | `result.output` | `result.final_output` |
| Result messages | `result.all_messages()` | `result.to_input_list()` |
| History type | `list[ModelMessage]` (framework-native) | `list` (generic, manually constructed) |
| Feedback blocks | Native `FeedbackButtonsElement` | Native `FeedbackButtonsElement` |
9 changes: 6 additions & 3 deletions .github/dependabot.yml
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@@ -1,13 +1,16 @@
version: 2
updates:
- package-ecosystem: "pip"
directory: "/"
directories:
- "/"
- "/openai-agents-sdk"
- "/pydantic-ai"
schedule:
interval: "monthly"
interval: "weekly"
labels:
- "pip"
- "dependencies"
- package-ecosystem: "github-actions"
directory: "/"
schedule:
interval: "monthly"
interval: "weekly"
11 changes: 7 additions & 4 deletions .github/workflows/ruff.yml
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Expand Up @@ -6,19 +6,22 @@ on:
pull_request:

jobs:
build:
lint:
runs-on: ubuntu-latest
timeout-minutes: 5
strategy:
matrix:
python-version: ["3.13"]
directory: [openai-agents-sdk, pydantic-ai]
Comment thread
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Outdated
defaults:
run:
working-directory: ${{ matrix.directory }}

steps:
- uses: actions/checkout@v6
- name: Set up Python ${{ matrix.python-version }}
- name: Set up Python
uses: actions/setup-python@v6
with:
python-version: ${{ matrix.python-version }}
python-version: "3.13"
- name: Install dependencies
run: |
pip install -U pip
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212 changes: 16 additions & 196 deletions README.md
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# Casey: IT Helpdesk Agent (Bolt for Python and Pydantic)
# Casey: IT Helpdesk Agent

Meet Casey — an AI-powered IT helpdesk agent that lives in Slack. Casey can troubleshoot common issues, search knowledge base articles, reset passwords, check system status, and create support tickets, all without leaving the conversation.

Built with [Bolt for Python](https://docs.slack.dev/tools/bolt-python/) and [Pydantic AI](https://ai.pydantic.dev/) using models from [OpenAI](https://openai.com).
Built with [Bolt for Python](https://docs.slack.dev/tools/bolt-python/).

## App Overview
## Choose Your Framework

Casey gives your team instant IT support through three entry points:

* **App Home** — Users open Casey's Home tab and choose from common issue categories (Password Reset, Access Request, Software Help, Network Issues, Something Else). A modal collects details, then Casey starts a DM thread with a resolution.
* **Direct Messages** — Users message Casey directly to describe any IT issue. Casey responds in-thread, maintaining context across follow-ups.
* **Channel @mentions** — Users mention `@Casey` in any channel to get help without leaving the conversation.

Casey uses five simulated tools to assist users:

* **Knowledge Base Search** — Finds relevant articles for common topics like VPN, email, Wi-Fi, printers, and more.
* **Support Ticket Creation** — Creates a tracked ticket when issues need human follow-up.
* **Password Reset** — Triggers a password reset and confirms the action.
* **System Status Check** — Reports the operational status of company systems.
* **User Permissions Lookup** — Shows access levels and group memberships.

> **Note:** All tools return simulated data for demonstration purposes. In a production app, these would connect to your actual IT systems.

## Setup

Before getting started, make sure you have a development workspace where you have permissions to install apps.

### Developer Program

Join the [Slack Developer Program](https://api.slack.com/developer-program) for exclusive access to sandbox environments for building and testing your apps, tooling, and resources created to help you build and grow.

### Create the Slack app

<details><summary><strong>Using Slack CLI</strong></summary>

Install the latest version of the Slack CLI for your operating system:

- [Slack CLI for macOS & Linux](https://docs.slack.dev/tools/slack-cli/guides/installing-the-slack-cli-for-mac-and-linux/)
- [Slack CLI for Windows](https://docs.slack.dev/tools/slack-cli/guides/installing-the-slack-cli-for-windows/)

You'll also need to log in if this is your first time using the Slack CLI.

```sh
slack login
```

#### Initializing the project

```sh
slack create my-casey-agent --template slack-samples/bolt-python-support-agent
cd my-casey-agent
```

</details>

<details><summary><strong>Using App Settings</strong></summary>

#### Create Your Slack App

1. Open [https://api.slack.com/apps/new](https://api.slack.com/apps/new) and choose "From an app manifest"
2. Choose the workspace you want to install the application to
3. Copy the contents of [manifest.json](./manifest.json) into the text box that says `*Paste your manifest code here*` (within the JSON tab) and click _Next_
4. Review the configuration and click _Create_
5. Click _Install to Workspace_ and _Allow_ on the screen that follows. You'll then be redirected to the App Configuration dashboard.

#### Environment Variables

Before you can run the app, you'll need to store some environment variables.

1. Rename `.env.sample` to `.env`.
2. Open your apps setting page from [this list](https://api.slack.com/apps), click _OAuth & Permissions_ in the left hand menu, then copy the _Bot User OAuth Token_ into your `.env` file under `SLACK_BOT_TOKEN`.

```sh
SLACK_BOT_TOKEN=YOUR_SLACK_BOT_TOKEN
```

3. Click _Basic Information_ from the left hand menu and follow the steps in the _App-Level Tokens_ section to create an app-level token with the `connections:write` scope. Copy that token into your `.env` as `SLACK_APP_TOKEN`.

```sh
SLACK_APP_TOKEN=YOUR_SLACK_APP_TOKEN
```

#### Initializing the project

```sh
git clone https://github.com/slack-samples/bolt-python-support-agent.git my-casey-agent
cd my-casey-agent
```

</details>

### Setup your python virtual environment

```sh
python3 -m venv .venv
source .venv/bin/activate # for Windows OS, .\.venv\Scripts\Activate instead should work
```

#### Install dependencies

```sh
pip install -r requirements.txt
# or pip install -e .
```

## Providers
This repo contains the same app built with two different AI agent frameworks. Pick the one that fits your stack:

### OpenAI Setup
| | [Pydantic AI](./pydantic-ai/) | [OpenAI Agents SDK](./openai-agents-sdk/) |
|---|---|---|
| **Framework** | [pydantic-ai](https://ai.pydantic.dev/) | [openai-agents](https://openai.github.io/openai-agents-python/) |
| **Get started** | [View README](./pydantic-ai/README.md) | [View README](./openai-agents-sdk/README.md) |

This app uses OpenAI's `gpt-4o-mini` model through Pydantic AI.
Both implementations share the same Slack listener layer, the same five simulated IT tools, and the same user experience. The only difference is how the agent is defined and executed under the hood.

1. Create an API key from your [OpenAI dashboard](https://platform.openai.com/api-keys).
1. Rename `.env.sample` to `.env`.
3. Save the OpenAI API key to `.env`:
## What Casey Can Do

```sh
OPENAI_API_KEY=YOUR_OPENAI_API_KEY
```

## Development

### Starting the app

<details><summary><strong>Using the Slack CLI</strong></summary>

#### Slack CLI

```sh
slack run
```
</details>

<details><summary><strong>Using the Terminal</strong></summary>

#### Terminal

```sh
python3 app.py
```

</details>

### Using the App

Once Casey is running, there are three ways to interact:

**App Home** — Open Casey in Slack and click the _Home_ tab. You'll see five category buttons. Click one to open a modal, describe your issue, and submit. Casey will start a DM thread with you containing a diagnosis and next steps.

**Direct Messages** — Open a DM with Casey and describe your issue. Casey will react with :eyes: while processing, then reply in a thread. Send follow-up messages in the same thread and Casey will maintain the full conversation context.

**Channel @mentions** — In any channel where Casey has been added, type `@Casey` followed by your issue. Casey responds in a thread so the channel stays clean.

Casey will add a :white_check_mark: reaction when it believes an issue has been resolved, and occasionally adds a contextual emoji reaction to keep things friendly.

### Linting

```sh
# Run ruff check from root directory for linting
ruff check

# Run ruff format from root directory for code formatting
ruff format
```

## Project Structure

### `manifest.json`

`manifest.json` is a configuration for Slack apps. With a manifest, you can create an app with a pre-defined configuration, or adjust the configuration of an existing app.

### `app.py`

`app.py` is the entry point for the application and is the file you'll run to start the server. This project aims to keep this file as thin as possible, primarily using it as a way to route inbound requests.

### `/listeners`

Every incoming request is routed to a "listener". This directory groups each listener based on the Slack Platform feature used.

**`/listeners/events`** — Handles incoming events:

- `app_home_opened.py` — Publishes the App Home view with category buttons.
- `app_mentioned.py` — Responds to `@Casey` mentions in channels.
- `message_im.py` — Responds to direct messages from users.

**`/listeners/actions`** — Handles interactive components:

- `category_buttons.py` — Opens the issue submission modal when a category button is clicked.
- `feedback.py` — Handles thumbs up/down feedback on Casey's responses.

**`/listeners/views`** — Handles view submissions and builds Block Kit views:

- `issue_modal.py` — Processes modal submissions, starts a DM thread, and runs the agent.
- `app_home_builder.py` — Constructs the App Home Block Kit view.
- `modal_builder.py` — Constructs the issue submission modal.
- `feedback_block.py` — Creates the feedback button block attached to responses.

### `/agent`

The `casey.py` file defines the Pydantic AI Agent with a system prompt, personality, and tool configuration.

The `deps.py` file defines the `CaseyDeps` dataclass passed to the agent at runtime, providing access to the Slack client and conversation context.
Casey gives your team instant IT support through three entry points:

The `tools` directory contains five IT helpdesk tools that the agent can call during a conversation.
* **App Home** — Choose from common issue categories. A modal collects details, then Casey starts a DM thread with a resolution.
* **Direct Messages** — Describe any IT issue and Casey responds in-thread, maintaining context across follow-ups.
* **Channel @mentions** — Mention `@Casey` in any channel to get help without leaving the conversation.

### `/conversation`
Behind the scenes, Casey has access to five simulated tools: knowledge base search, support ticket creation, password reset, system status checks, and user permissions lookup.

The `store.py` file implements a thread-safe in-memory conversation history store, keyed by channel and thread. This enables multi-turn conversations where Casey remembers previous context within a thread.
> **Note:** All tools return simulated data for demonstration purposes. In a production app, these would connect to your actual IT systems.
15 changes: 15 additions & 0 deletions openai-agents-sdk/.claude/CLAUDE.md
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# CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

See the root `../.claude/CLAUDE.md` for monorepo-wide architecture, commands, and a comparison of the two implementations.

## OpenAI Agents SDK Specifics

**Agent (`agent/support_agent.py`)** is an `Agent[CaseyDeps]` with the model set directly on the agent (`model="gpt-4o-mini"`). Tools are `@function_tool`-decorated async functions, each in its own file under `agent/tools/`. Execution uses `Runner.run_sync(casey_agent, input=..., context=deps)`.

**Conversation history** is stored as a generic `list` and must be manually combined with new user input before passing to `Runner.run_sync()`: `input_items = history + [{"role": "user", "content": text}]`. After execution, `result.to_input_list()` is stored back.

**Feedback blocks** use the native `FeedbackButtonsElement` from `slack_sdk.models.blocks`. A single `feedback` action ID is registered.

The `message_im` handler adds the `:eyes:` reaction on every message (including thread replies).
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{
"manifest": {
"source": "remote"
},
"project_id": "f4a2c8e1-7b3d-4e9a-b5f6-2d8c1a0e3f7b"
}
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