Onboarding

Open-Inspect Deployment Guide

You are guiding the user through deploying their own instance of Open-Inspect. This is a multi-phase process requiring user interaction for credential collection and external service configuration.

Before Starting

Use TodoWrite to create a checklist tracking these phases:

1. Initial setup questions
2. Repository setup
3. Credential collection (Cloudflare, Vercel, Modal, Anthropic)
4. GitHub App creation
5. Slack App creation (if enabled)
6. Security secrets generation
7. Terraform configuration
8. Terraform deployment (two phases)
9. Post-deployment Slack setup (if enabled)
10. Post-deployment GitHub Bot setup (if enabled)
11. Web app deployment
12. Verification
13. CI/CD setup (optional)

Phase 1: Initial Questions

First, generate a random suffix suggestion for the user:

echo "Suggested deployment name: $(openssl rand -hex 3)"

Use AskUserQuestion to gather:

1. Directory location - Where to create the project (default: current directory or ~/workplace/open-inspect-{suffix})
2. GitHub account - Which account/org hosts the private repo
3. Deployment name - A globally unique identifier for URLs (e.g., their GitHub username, company name, or the random suffix generated above). Explain this creates URLs like open-inspect-{deployment_name}.vercel.app and must be unique across all Vercel users.
4. Slack integration - Yes or No
5. GitHub bot integration - Yes or No (automated PR reviews and comment-triggered actions)
6. Prerequisites confirmation - Confirm they have accounts on Cloudflare, Vercel, Modal, Anthropic

Phase 2: Repository Setup

Execute these commands (substitute values from Phase 1):

mkdir -p {directory_path}
gh repo create {github_account}/open-inspect-{name} --private --description "Open-Inspect deployment"
cd {directory_path}
git clone git@github.com:ColeMurray/open-inspect.git .
git remote rename origin upstream
git remote add origin git@github.com:{github_account}/open-inspect-{name}.git
git push -u origin main
npm install
npm run build -w @open-inspect/shared

Phase 3: Credential Collection

Hand off to user for each service. Use AskUserQuestion to collect credentials.

Cloudflare

Tell the user:

• Account ID: Found in dashboard URL or account overview
• Workers Subdomain: Workers & Pages → Overview, bottom-right panel shows *.YOUR-SUBDOMAIN.workers.dev
• API Token: Create at https://dash.cloudflare.com/profile/api-tokens with template "Edit Cloudflare Workers" + permissions for Workers KV Storage (Edit), Workers R2 Storage (Edit), D1 (Edit)

R2 Bucket

Check wrangler login status, then create bucket:

wrangler whoami
wrangler r2 bucket create open-inspect-{name}-tf-state

Tell user to create R2 API Token at R2 → Overview → Manage R2 API Tokens with "Object Read & Write" permission.

Vercel

• API Token: https://vercel.com/account/tokens
• Team/Account ID: Settings → "Your ID" (even personal accounts have one, usually starts with team_)

Modal

• Token ID and Secret: https://modal.com/settings or modal token new
• Workspace name: Visible in Modal dashboard URL

Then set the token:

modal token set --token-id {token_id} --token-secret {token_secret}
modal profile current

Anthropic

• API Key: https://console.anthropic.com (starts with sk-ant-)

Phase 4: GitHub App Setup

Guide user through creating a GitHub App (handles both OAuth and repo access):

1. Go to https://github.com/settings/apps → "New GitHub App"
2. Name: Open-Inspect-{YourName} (globally unique)
3. Homepage URL: https://open-inspect-{deployment_name}.vercel.app
4. Webhook: Uncheck "Active"
5. Callback URL (under "Identifying and authorizing users"): https://open-inspect-{deployment_name}.vercel.app/api/auth/callback/github
   • CRITICAL: Must match deployed Vercel URL exactly!
6. Repository permissions: Contents (Read & Write), Issues (Read & Write), Pull requests (Read & Write), Metadata (Read-only)
7. Create app, note App ID
8. Generate Client Secret, note Client ID and Client Secret
9. Generate Private Key (downloads .pem file)
10. Install app on account, note Installation ID from URL

After receiving the .pem path, convert to PKCS#8:

openssl pkcs8 -topk8 -inform PEM -outform PEM -nocrypt -in {pem_path} -out /tmp/github-app-key-pkcs8.pem
cat /tmp/github-app-key-pkcs8.pem

Phase 5: Slack App Setup (If Enabled)

Guide user:

1. https://api.slack.com/apps → "Create New App" → "From scratch"
2. OAuth & Permissions → Add scopes: app_mentions:read, chat:write, channels:history, channels:read, groups:history, groups:read, im:history, im:read, reactions:write
3. Install to Workspace, note Bot Token (xoxb-...)
4. Basic Information → note Signing Secret
5. App Home and Event Subscriptions configured AFTER deployment (worker must be running for URL verification)

Phase 6: Generate Security Secrets

echo "token_encryption_key: $(openssl rand -base64 32)"
echo "repo_secrets_encryption_key: $(openssl rand -base64 32)"
echo "internal_callback_secret: $(openssl rand -base64 32)"
echo "nextauth_secret: $(openssl rand -base64 32)"
echo "modal_api_secret: $(openssl rand -hex 32)"
echo "github_webhook_secret: $(openssl rand -hex 32)"  # Only if GitHub bot enabled

Phase 7: Terraform Configuration

Create terraform/environments/production/backend.tfvars:

access_key = "{r2_access_key}"
secret_key = "{r2_secret_key}"
bucket     = "open-inspect-{name}-tf-state"
endpoints = {
  s3 = "https://{cloudflare_account_id}.r2.cloudflarestorage.com"
}

Create terraform/environments/production/terraform.tfvars with all collected values. Set:

enable_durable_object_bindings = false
enable_service_bindings        = false

If GitHub bot is enabled, also set:

enable_github_bot     = true
github_webhook_secret = "{generated_value}"
github_bot_username   = "{app-slug}[bot]"

Phase 8: Terraform Deployment (Two-Phase)

Important: Build the workers before running Terraform (Terraform references the built bundles):

npm run build -w @open-inspect/control-plane -w @open-inspect/slack-bot -w @open-inspect/github-bot

Phase 1 (bindings disabled):

cd terraform/environments/production
terraform init -backend-config=backend.tfvars
terraform apply

Phase 2 (after Phase 1 succeeds): Update tfvars to set both bindings to true, then:

terraform apply

Phase 9: Complete Slack Setup (If Enabled)

After Terraform deployment, guide user:

Enable App Home

1. App Home → Show Tabs → Enable "Home Tab"
2. Save Changes

The App Home provides a settings interface where users can configure their preferred Claude model.

Configure Event Subscriptions

1. Event Subscriptions → Enable → Request URL: https://open-inspect-slack-bot-{deployment_name}.{subdomain}.workers.dev/events
2. Wait for "Verified" checkmark
3. Subscribe to bot events: app_home_opened, app_mention, message.im

Configure Interactivity

4. Interactivity → Enable → Request URL: https://open-inspect-slack-bot-{deployment_name}.{subdomain}.workers.dev/interactions

Invite Bot to Channels

5. Invite bot to channels: /invite @BotName

Phase 10: Complete GitHub Bot Setup (If Enabled)

After Terraform deployment, guide user:

Configure Webhook on GitHub App

1. Go to GitHub App settings → your app
2. Under Webhook: check "Active"
3. Webhook URL: https://open-inspect-github-bot-{deployment_name}.{subdomain}.workers.dev/webhooks/github
4. Webhook secret: Enter the github_webhook_secret value
5. Under Subscribe to events, check: Pull requests, Issue comments, Pull request review comments
6. Save changes

Find Bot Username

The bot username is the App's slug with [bot] appended. E.g., if the app is My-Inspect-App, the bot username is my-inspect-app[bot]. Confirm this matches github_bot_username in terraform.tfvars.

Usage

• Code Review: Assign the bot as a PR reviewer
• Comment Actions: @mention the bot in a PR comment with instructions

Phase 11: Web App Deployment

npx vercel link --project open-inspect-{deployment_name}
npx vercel --prod

Phase 12: Verification

curl https://open-inspect-control-plane-{deployment_name}.{subdomain}.workers.dev/health
curl https://{workspace}--open-inspect-api-health.modal.run
curl -I https://open-inspect-{deployment_name}.vercel.app

Present deployment summary table. Instruct user to test: visit web app, sign in with GitHub, create session, send prompt.

Phase 13: CI/CD Setup (Optional)

Ask if user wants GitHub Actions CI/CD. If yes, use gh secret set for all required secrets.

Error Handling

• "redirect_uri is not associated": Callback URL mismatch - update GitHub App settings
• Durable Object errors: Must follow two-phase deployment
• Slack bot not responding: Check Event Subscriptions URL verified, bot invited to channel, reinstall if scopes changed
• GitHub bot not responding: Check webhook URL, secret, enable_github_bot = true, and github_bot_username matches the App's bot login
• Vercel build fails: Terraform configures the monorepo build commands automatically
• "no such file or directory" for dist/index.js: Build workers before Terraform: npm run build -w @open-inspect/control-plane -w @open-inspect/slack-bot -w @open-inspect/github-bot
• Worker deployment fails: Build shared package first: npm run build -w @open-inspect/shared

Important Notes

• Track all collected credentials securely throughout the process
• Never log sensitive values
• The callback URL MUST match the actual deployed Vercel URL
• Two-phase Terraform deployment is required due to Cloudflare Durable Object constraints

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