Add CDL onboarding Slack bot (#181)

[jeremymanning]

Summary

Implements a Slack bot for automating the CDL lab member onboarding and offboarding process.

Features

Onboarding (/cdl-onboard @user)

• Sends welcome message to new member
• Collects GitHub username, bio, photo, website URL
• Validates GitHub username via API
• Edits bio to CDL style using Claude (third person, 3-4 sentences)
• Adds hand-drawn green border to profile photo
• Sends GitHub organization invitation
• Shares Google Calendar access
• All actions require admin approval

Offboarding (/cdl-offboard)

• Can be initiated by member or admin
• Admin selects what access to revoke
• Does NOT automatically remove anyone
• Generates checklist for manual steps

Implementation Details

• Uses Slack Bolt with Socket Mode
• Real API integrations (no mocks)
• 75 tests passing (models, image, GitHub, bio services)
• Complete documentation in README

Files Added

scripts/onboarding/
├── bot.py              # Main entry point
├── config.py           # Configuration management
├── handlers/
│   ├── onboard.py      # /cdl-onboard command
│   ├── approval.py     # Admin approval workflow
│   └── offboard.py     # /cdl-offboard command
├── models/
│   └── onboarding_request.py
└── services/
    ├── github_service.py
    ├── calendar_service.py
    ├── image_service.py
    └── bio_service.py

tests/test_onboarding/
├── conftest.py
├── test_models.py
├── test_image_service.py
├── test_github_service.py
└── test_bio_service.py

Test plan

• Run model tests (13 passed)
• Run image service tests (19 passed)
• Run GitHub service tests with real token (20 passed)
• Run bio service tests with real Anthropic API (23 passed)
• Create Slack app and test /cdl-ping command
• Test full onboarding flow with test user
• Test offboarding flow

Closes #181

🤖 Generated with Claude Code

[jeremymanning]

Updated PR Summary

Onboarding Bot

• Slack Bolt app with Socket Mode (runs locally, no public URL needed)
• Multi-step onboarding: collect info → validate GitHub → admin approval → GitHub invite, calendar sharing, bio editing, photo processing
• Offboarding with admin-controlled access revocation checklist
• Workflow Builder custom steps for member-initiated onboarding
• Dynamic form: conditionally shows grad program fields based on role selection
• Robust user lookup in slash commands (handles raw @username text)
• 75 tests passing — all real API calls, no mocks

Lab Manual Changes

• Added 5 new members (Theo Larson, Jason Kang, Sam Haskel, Mak Kelly, Hye-Sung Kim)
• Replaced youcanbook.me with context-lab.com/scheduler
• Made weekly snippets optional (removed paid employee requirement)
• Removed LaTeX training task and self-add-to-manual instructions
• Added HTML checklist/signature page option alongside PDF
• Added cdl-slides to poster making tools
• Added 3 new IRB protocols (Decision Making, Self-Concept, CalmNight)

Testing

• ✅ 75 bot tests pass
• ✅ Bot connects to Slack, slash commands work
• ✅ Dynamic form conditionally shows/hides grad fields
• ✅ Approval/rejection flow tested manually
• ✅ LaTeX compiles, PDF verified

[jeremymanning]

Addresses issue #183 !