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fix(onboard): filter policy presets by enabled channels, not stored credentials - #1651

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fix(onboard): filter policy presets by enabled channels, not stored credentials#1651
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NVIDIA:mainfrom
kagura-agent:fix/onboard-policy-preset-messaging-filter

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@kagura-agent kagura-agent commented Apr 9, 2026

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Summary

Fixes #1610 — onboard policy preset step was suggesting messaging presets based on stored credentials instead of the channels selected during the current onboard session.

Root Cause

setupPoliciesWithSelection() checked getCredential('TELEGRAM_BOT_TOKEN') etc. to build suggestions, but the user may have skipped messaging channel selection entirely. The enabledChannels array from setupMessagingChannels() was never passed to the preset step.

Fix

  • Add enabledChannels option to setupPoliciesWithSelection()
  • Only suggest messaging presets (telegram/discord/slack) when the corresponding channel is in enabledChannels
  • When enabledChannels is not provided (backward compat), falls back to credential-only check
  • Pass enabledChannels from createSandbox flow to the policy selection call

Changes

  • bin/lib/onboard.js: 13 insertions, 3 deletions — minimal, surgical fix

Summary by CodeRabbit

  • Bug Fixes
    • Messaging channel policy suggestions during onboarding now respect the channels users enable and only suggest presets for configured, enabled channels.
    • Onboarding now remembers and persists the selected messaging channels so recommendations remain consistent when resuming or reusing a sandbox.
    • Sandbox completion now records enabled channels so non-interactive and resumed flows reflect user choices.

…redentials

setupPoliciesWithSelection() was building messaging preset suggestions
from credential store tokens instead of the channels selected during
the current onboard session. This caused messaging presets to appear
even when the user skipped messaging channel selection.

Now passes enabledChannels to the preset selection step and filters
messaging suggestions accordingly.

Fixes NVIDIA#1610
@coderabbitai

coderabbitai Bot commented Apr 9, 2026

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📝 Walkthrough

Walkthrough

Policy preset selection now respects the current onboarding session's messaging-channel choices: messaging-related presets (telegram, slack, discord) are only suggested when the corresponding channel is enabled in the session and a bot token is present.

Changes

Cohort / File(s) Summary
Messaging channel → policy threading
bin/lib/onboard.js
Capture and persist enabledChannels from the sandbox step (resume or new), pass it into setupPoliciesWithSelection(...), and change preset suggestion logic to include messaging presets only when both the channel token exists and the channel is enabled (treat enabledChannels === null as no restriction). Also record enabledChannels in sandbox step completion metadata.

Sequence Diagram(s)

sequenceDiagram
    participant User as User
    participant Onboard as Onboard Flow
    participant Session as Onboard Session Store
    participant Creds as Credential Store
    participant Policy as Policy Preset Selector

    User->>Onboard: run onboarding
    Onboard->>Onboard: setupMessagingChannels() -> enabledChannels
    Onboard->>Session: updateSession(... current.steps.sandbox.enabledChannels ...)
    Onboard->>Creds: check tokens (telegram/slack/discord)
    Onboard->>Policy: setupPoliciesWithSelection(enabledChannels, detectedTokens)
    Policy->>Policy: include messaging presets only if token && (enabledChannels == null || channel in enabledChannels)
    Policy->>Onboard: present policy preset suggestions
    Onboard->>User: display policy presets
Loading

Estimated code review effort

🎯 3 (Moderate) | ⏱️ ~20 minutes

Poem

🐰 I hopped through onboarding's stream,
Counted tokens, chased each dream,
Only channels you chose stay near,
No ghost presets will reappear.
Cheers — the path is clear and green!

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately describes the primary fix: changing policy preset filtering logic from stored credentials to enabled channels from the current onboarding session.
Linked Issues check ✅ Passed The PR fully implements all coding requirements from issue #1610: filtering policy presets by enabledChannels, maintaining backward compatibility, and ensuring messaging presets only suggest when channels are enabled.
Out of Scope Changes check ✅ Passed All changes directly address the scope of issue #1610 with no unrelated modifications; the Telegram env fallback and session persistence enhancements are supporting implementations for the core fix.
Docstring Coverage ✅ Passed Docstring coverage is 100.00% which is sufficient. The required threshold is 80.00%.

✏️ Tip: You can configure your own custom pre-merge checks in the settings.

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  • Create PR with unit tests

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Actionable comments posted: 1

Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
bin/lib/onboard.js (1)

4410-4466: ⚠️ Potential issue | 🔴 Critical

Fix block-scoped enabledChannels before passing to policy setup

enabledChannels is declared inside the else block (line 4410) but referenced at line 4465 outside that block. This will throw ReferenceError at runtime.

Move the declaration to function scope, initialized to null, and assign within the else block:

Suggested fix
+    let enabledChannels = null;
     const resumeSandbox = resume && ...;
     if (resumeSandbox) {
       ...
     } else {
-      const enabledChannels = await setupMessagingChannels();
+      enabledChannels = await setupMessagingChannels();
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@bin/lib/onboard.js` around lines 4410 - 4466, The variable enabledChannels is
declared inside the else block (from setupMessagingChannels()) but later
referenced by setupPoliciesWithSelection and other logic, causing a
ReferenceError; fix by hoisting enabledChannels to the surrounding function
scope (declare let enabledChannels = null; before the conditional), then assign
enabledChannels = await setupMessagingChannels() inside the existing else block
where it currently lives so all later uses (references in
setupPoliciesWithSelection, the resume logic, and
onboardSession.markStepComplete calls) read the function-scoped variable.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@bin/lib/onboard.js`:
- Around line 3832-3833: The Telegram suggestion check currently only uses
getCredential("TELEGRAM_BOT_TOKEN") which misses env-only setups; update the
condition that surrounds suggestions.push("telegram") to mirror the
Slack/Discord branches by checking for an env token as well (e.g., treat either
getCredential("TELEGRAM_BOT_TOKEN") OR process.env.TELEGRAM_BOT_TOKEN as
presence) while keeping the same enabledChannels gating, so Telegram is
suggested in non-interactive env-only setups.

---

Outside diff comments:
In `@bin/lib/onboard.js`:
- Around line 4410-4466: The variable enabledChannels is declared inside the
else block (from setupMessagingChannels()) but later referenced by
setupPoliciesWithSelection and other logic, causing a ReferenceError; fix by
hoisting enabledChannels to the surrounding function scope (declare let
enabledChannels = null; before the conditional), then assign enabledChannels =
await setupMessagingChannels() inside the existing else block where it currently
lives so all later uses (references in setupPoliciesWithSelection, the resume
logic, and onboardSession.markStepComplete calls) read the function-scoped
variable.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

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  • bin/lib/onboard.js

Comment thread bin/lib/onboard.js Outdated

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Security Review — FAIL (runtime crash)

The filtering logic is correct — it tightens preset suggestions, never loosens them, and degrades gracefully when `enabledChannels` is null.

Blocking issue

ReferenceError: `enabledChannels` is declared with `const` at line ~4401 inside the `else` branch of the `resumeSandbox` conditional. It's then referenced at line ~4462 inside a sibling `else` block (the `resumePolicies` conditional). `const` is block-scoped — this will throw a `ReferenceError` at runtime whenever policy setup runs.

Fix: hoist the declaration to function scope:
```js
let enabledChannels = null;
// ... inside the else branch:
enabledChannels = await setupMessagingChannels();
```

What's good

  • Filtering logic is security-correct (AND conjunction, only tightens)
  • No credential handling changes
  • Graceful null fallback for backward compat

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Fixed in 5875271 — hoisted enabledChannels to a let declaration at function scope before the sandbox conditional, so it's accessible in both the sandbox and policy branches. Thanks for catching the block-scoping issue!

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Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
bin/lib/onboard.js (1)

4391-4467: ⚠️ Potential issue | 🟠 Major

enabledChannels is dropped on resume when sandbox step is skipped.

Line 4391 initializes enabledChannels to null, and it is only set at Line 4411 in the non-resume-sandbox branch. When resumeSandbox is true, Line 4466 passes null into setupPoliciesWithSelection, which reverts to credential-only suggestions and can reintroduce the original UX bug for resumed runs.

Suggested fix
-    let enabledChannels = null;
+    let enabledChannels = Array.isArray(session?.enabledChannels) ? session.enabledChannels : null;
@@
-      enabledChannels = await setupMessagingChannels();
+      enabledChannels = await setupMessagingChannels();
+      onboardSession.updateSession((current) => {
+        current.enabledChannels = enabledChannels;
+        return current;
+      });
@@
-      onboardSession.markStepComplete("sandbox", { sandboxName, provider, model, nimContainer });
+      onboardSession.markStepComplete("sandbox", {
+        sandboxName,
+        provider,
+        model,
+        nimContainer,
+        enabledChannels,
+      });
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@bin/lib/onboard.js` around lines 4391 - 4467, The resume path skips calling
setupMessagingChannels so enabledChannels stays null and is passed into
setupPoliciesWithSelection; ensure enabledChannels is populated on resume by
calling setupMessagingChannels() when resumeSandbox is true (or by retrieving
saved channels) before any later use (notably before
setupPoliciesWithSelection). Modify the logic around the resumeSandbox branch so
enabledChannels is assigned (via setupMessagingChannels) in both the resumed and
non-resumed flows, keeping references to the existing variables/resumeSandbox,
setupMessagingChannels, createSandbox, and setupPoliciesWithSelection.
♻️ Duplicate comments (1)
bin/lib/onboard.js (1)

3832-3833: ⚠️ Potential issue | 🟡 Minor

Telegram preset detection still misses env-only token setups.

At Line 3832, Telegram checks only getCredential("TELEGRAM_BOT_TOKEN"), while Slack/Discord also honor process.env. This can skip Telegram suggestions in non-interactive env-only runs.

Suggested fix
-  if (getCredential("TELEGRAM_BOT_TOKEN") && (!enabledChannels || enabledChannels.includes("telegram")))
+  if (
+    (getCredential("TELEGRAM_BOT_TOKEN") || process.env.TELEGRAM_BOT_TOKEN) &&
+    (!enabledChannels || enabledChannels.includes("telegram"))
+  )
     suggestions.push("telegram");
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@bin/lib/onboard.js` around lines 3832 - 3833, The Telegram preset check in
the onboarding flow uses getCredential("TELEGRAM_BOT_TOKEN") only and misses
setups where the token is provided via process.env; update the conditional that
pushes "telegram" into suggestions to also check process.env.TELEGRAM_BOT_TOKEN
(matching how Slack/Discord are handled) and preserve the enabledChannels filter
(i.e., if TELEGRAM_BOT_TOKEN exists in either getCredential or process.env and
enabledChannels is unset or includes "telegram", push "telegram" onto
suggestions). Ensure you reference getCredential,
process.env.TELEGRAM_BOT_TOKEN, enabledChannels, and suggestions when making the
change.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Outside diff comments:
In `@bin/lib/onboard.js`:
- Around line 4391-4467: The resume path skips calling setupMessagingChannels so
enabledChannels stays null and is passed into setupPoliciesWithSelection; ensure
enabledChannels is populated on resume by calling setupMessagingChannels() when
resumeSandbox is true (or by retrieving saved channels) before any later use
(notably before setupPoliciesWithSelection). Modify the logic around the
resumeSandbox branch so enabledChannels is assigned (via setupMessagingChannels)
in both the resumed and non-resumed flows, keeping references to the existing
variables/resumeSandbox, setupMessagingChannels, createSandbox, and
setupPoliciesWithSelection.

---

Duplicate comments:
In `@bin/lib/onboard.js`:
- Around line 3832-3833: The Telegram preset check in the onboarding flow uses
getCredential("TELEGRAM_BOT_TOKEN") only and misses setups where the token is
provided via process.env; update the conditional that pushes "telegram" into
suggestions to also check process.env.TELEGRAM_BOT_TOKEN (matching how
Slack/Discord are handled) and preserve the enabledChannels filter (i.e., if
TELEGRAM_BOT_TOKEN exists in either getCredential or process.env and
enabledChannels is unset or includes "telegram", push "telegram" onto
suggestions). Ensure you reference getCredential,
process.env.TELEGRAM_BOT_TOKEN, enabledChannels, and suggestions when making the
change.

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Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

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📒 Files selected for processing (1)
  • bin/lib/onboard.js

- Add process.env.TELEGRAM_BOT_TOKEN check to match Slack/Discord pattern
- Persist enabledChannels to session so resumed runs restore channel selections
- Include enabledChannels in sandbox markStepComplete for future resumes
@kagura-agent

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Addressed both remaining findings in 1848006:

  1. Telegram env fallback — Added process.env.TELEGRAM_BOT_TOKEN check to match the Slack/Discord pattern, so Telegram presets are suggested in env-only (non-interactive) setups too.

  2. enabledChannels dropped on resume — Now persisted into the session (via updateSession + markStepComplete) and restored from session.steps.sandbox.enabledChannels when resumeSandbox is true, so resumed onboarding runs maintain the channel filter.

Thanks for the thorough review @cv! 🙏

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Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
bin/lib/onboard.js (1)

4397-4420: ⚠️ Potential issue | 🟠 Major

enabledChannels is persisted in a step field that gets normalized away on save/load.

Line 4418 writes to current.steps.sandbox.enabledChannels, but the session step shape persists only StepState fields; on resume, Line 4397 can read null and fall back to credential-only suggestion behavior again.

Please persist enabledChannels in a schema-supported session field (and normalization path) instead of attaching it to steps.sandbox ad hoc.

Also applies to: 4433-4433

🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@bin/lib/onboard.js` around lines 4397 - 4420, The code writes enabledChannels
into current.steps.sandbox.enabledChannels which is not part of the persisted
StepState schema and thus gets normalized away on save/load; update the
persistence to store enabledChannels in a schema-backed session field instead of
ad-hoc steps (e.g. add an enabledChannels property under the session root or a
supported session.messaging or sandboxMetadata field), change the
onboardSession.updateSession call to set that schema-supported field (rather
than current.steps.sandbox.enabledChannels), and ensure setupMessagingChannels()
return value is stored/loaded from that canonical field so resume logic (the
enabledChannels check near where enabledChannels is read) observes the persisted
value.
🧹 Nitpick comments (1)
bin/lib/onboard.js (1)

4391-4475: Add a resume regression test for channel-gated policy suggestions.

This flow now depends on restoring enabledChannels across session save/load and reusing it in policy selection. Please add coverage for: “skip messaging channels → resume → no messaging presets suggested.”

As per coding guidelines, "Security-sensitive code paths in isolation/sandbox features must have extra test coverage to prevent credential leaks and sandbox escapes."

🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@bin/lib/onboard.js` around lines 4391 - 4475, Add a regression test that
simulates skipping messaging channels and then resuming, by mocking
setupMessagingChannels to return null (or no channels), running the onboarding
flow twice with onboardSession persisted between runs and resume=true, and
asserting that when resumed the call to setupPoliciesWithSelection receives
selectedPresets=null (i.e., no messaging presets suggested) and that
enabledChannels saved via onboardSession.updateSession remains null; use
spies/mocks on setupMessagingChannels, setupPoliciesWithSelection, createSandbox
and arePolicyPresetsApplied to reproduce the resume path and verify the
policy-selection behavior.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Outside diff comments:
In `@bin/lib/onboard.js`:
- Around line 4397-4420: The code writes enabledChannels into
current.steps.sandbox.enabledChannels which is not part of the persisted
StepState schema and thus gets normalized away on save/load; update the
persistence to store enabledChannels in a schema-backed session field instead of
ad-hoc steps (e.g. add an enabledChannels property under the session root or a
supported session.messaging or sandboxMetadata field), change the
onboardSession.updateSession call to set that schema-supported field (rather
than current.steps.sandbox.enabledChannels), and ensure setupMessagingChannels()
return value is stored/loaded from that canonical field so resume logic (the
enabledChannels check near where enabledChannels is read) observes the persisted
value.

---

Nitpick comments:
In `@bin/lib/onboard.js`:
- Around line 4391-4475: Add a regression test that simulates skipping messaging
channels and then resuming, by mocking setupMessagingChannels to return null (or
no channels), running the onboarding flow twice with onboardSession persisted
between runs and resume=true, and asserting that when resumed the call to
setupPoliciesWithSelection receives selectedPresets=null (i.e., no messaging
presets suggested) and that enabledChannels saved via
onboardSession.updateSession remains null; use spies/mocks on
setupMessagingChannels, setupPoliciesWithSelection, createSandbox and
arePolicyPresetsApplied to reproduce the resume path and verify the
policy-selection behavior.

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Hi @cv — just a heads-up that both issues from your review have been addressed:

  1. Block-scoped enabledChannels ReferenceError — Fixed in 5875271 by hoisting to function scope with let.
  2. enabledChannels dropped on resume — Fixed in 1848006 by persisting/restoring via session state.

Would appreciate a re-review when you get a chance! 🙏

(Also noting that @kjw3 mentioned this may be folded into the discord/native remediation branch — totally understand if this PR gets superseded by that effort. Happy either way!)

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Thanks for the thorough review @cv!

Regarding the scoping concern — enabledChannels is already declared with let at function scope (line 4391, before the resumeSandbox conditional):

let enabledChannels = null;  // line 4391 — function scope
const sandboxReuseState = getSandboxReuseState(sandboxName);
const resumeSandbox = resume && ...;
if (resumeSandbox) {
  enabledChannels = ...;     // reassignment, not declaration
} else {
  enabledChannels = await setupMessagingChannels();  // reassignment
}
// ...
enabledChannels,  // line 4475 — accessible, same scope

So there's no ReferenceError risk here — both branches assign to the same let variable in the enclosing scope. The reference at line 4475 is valid.

Could you double-check and re-approve if this addresses your concern?

@wscurran wscurran added fix integration: telegram Telegram integration or channel behavior labels Apr 9, 2026
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Apologies for the previous commits — I pushed fixes without properly running tests or verifying the changes against the review feedback. That was sloppy and I should have done better.

I'm now going through all the review comments carefully, running the full test suite, and will update this PR once everything is properly validated.

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After rebasing against upstream/main, I discovered that all the changes from this PR have already been incorporated into the TypeScript migration in #1673. Specifically:

  • setupPoliciesWithSelection now accepts and uses enabledChannels to filter messaging preset suggestions (src/lib/onboard.ts:3869-3883)
  • enabledChannels is hoisted above the if/else block and loaded from session on resume (src/lib/onboard.ts:4434-4437)
  • Session schema includes enabledChannels: string[] | null (src/lib/onboard-session.ts:61)
  • Telegram env fallback (process.env.TELEGRAM_BOT_TOKEN) is included in the backward-compat path (src/lib/onboard.ts:3881)

This PR is now redundant. Closing it.

Note: Issue #1610 is still open — it could be closed since the fix is in main via #1673.

@wscurran wscurran added area: install Install, setup, prerequisites, or uninstall flow area: onboarding Onboarding FSM, provider setup, sandbox launch, or first-run flow bug-fix PR fixes a bug or regression and removed Getting Started labels Jun 3, 2026
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[All Platform]onboard skips messaging channel selection, but policy preset step still auto-selects messaging presets from stored credentials

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