feat: Add assignment policies controllers with jbuilder views (#12199)

## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing assignment policies and their association with inboxes.
Assignment policies allow configuring how conversations are distributed
among agents, with support for different assignment orders (round_robin
in community, balanced in enterprise) and conversation prioritization
strategies

Fixes # (issue)

## Type of change

Please delete options that are not relevant.

- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Test Coverage:
-  Controller specs for assignment policies CRUD operations
-  Enterprise-specific specs for balanced assignment order
-  Model specs for community/enterprise separation

Manual Testing:
1. Create assignment policy: POST
/api/v1/accounts/{id}/assignment_policies
2. List policies: GET /api/v1/accounts/{id}/assignment_policies
3. Assign policy to inbox: POST
/api/v1/accounts/{id}/assignment_policies/{id}/inboxes
4. View inbox policy: GET
/api/v1/accounts/{id}/inboxes/{id}/assignment_policy
5. Verify community edition ignores "balanced" assignment order
6. Verify enterprise edition supports both "round_robin" and "balanced"

- testing the flows after enterprise folder deletion

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
This commit is contained in:
Tanmay Deep Sharma
2025-08-19 07:45:21 +05:30
committed by GitHub
parent f569ed93ad
commit 341487b93e
28 changed files with 908 additions and 0 deletions

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require 'rails_helper'
RSpec.describe 'Inbox Assignment Policies API', type: :request do
let(:account) { create(:account) }
let(:inbox) { create(:inbox, account: account) }
let(:assignment_policy) { create(:assignment_policy, account: account) }
describe 'GET /api/v1/accounts/{account_id}/inboxes/{inbox_id}/assignment_policy' do
context 'when it is an unauthenticated user' do
it 'returns unauthorized' do
get "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy"
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an authenticated admin' do
let(:admin) { create(:user, account: account, role: :administrator) }
context 'when inbox has an assignment policy' do
before do
create(:inbox_assignment_policy, inbox: inbox, assignment_policy: assignment_policy)
end
it 'returns the assignment policy for the inbox' do
get "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy",
headers: admin.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
json_response = response.parsed_body
expect(json_response['id']).to eq(assignment_policy.id)
expect(json_response['name']).to eq(assignment_policy.name)
end
end
context 'when inbox has no assignment policy' do
it 'returns not found' do
get "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy",
headers: admin.create_new_auth_token,
as: :json
expect(response).to have_http_status(:not_found)
end
end
end
context 'when it is an agent' do
let(:agent) { create(:user, account: account, role: :agent) }
it 'returns unauthorized' do
get "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy",
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
end
end
end
describe 'POST /api/v1/accounts/{account_id}/inboxes/{inbox_id}/assignment_policy' do
context 'when it is an unauthenticated user' do
it 'returns unauthorized' do
post "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy",
params: { assignment_policy_id: assignment_policy.id }
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an authenticated admin' do
let(:admin) { create(:user, account: account, role: :administrator) }
it 'assigns a policy to the inbox' do
expect do
post "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy",
params: { assignment_policy_id: assignment_policy.id },
headers: admin.create_new_auth_token,
as: :json
end.to change(InboxAssignmentPolicy, :count).by(1)
expect(response).to have_http_status(:success)
json_response = response.parsed_body
expect(json_response['id']).to eq(assignment_policy.id)
end
it 'replaces existing assignment policy for inbox' do
other_policy = create(:assignment_policy, account: account)
create(:inbox_assignment_policy, inbox: inbox, assignment_policy: other_policy)
expect do
post "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy",
params: { assignment_policy_id: assignment_policy.id },
headers: admin.create_new_auth_token,
as: :json
end.not_to change(InboxAssignmentPolicy, :count)
expect(response).to have_http_status(:success)
expect(inbox.reload.inbox_assignment_policy.assignment_policy).to eq(assignment_policy)
end
it 'returns not found for invalid assignment policy' do
post "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy",
params: { assignment_policy_id: 999_999 },
headers: admin.create_new_auth_token,
as: :json
expect(response).to have_http_status(:not_found)
end
it 'returns not found for invalid inbox' do
post "/api/v1/accounts/#{account.id}/inboxes/999999/assignment_policy",
params: { assignment_policy_id: assignment_policy.id },
headers: admin.create_new_auth_token,
as: :json
expect(response).to have_http_status(:not_found)
end
end
context 'when it is an agent' do
let(:agent) { create(:user, account: account, role: :agent) }
it 'returns unauthorized' do
post "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy",
params: { assignment_policy_id: assignment_policy.id },
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
end
end
end
describe 'DELETE /api/v1/accounts/{account_id}/inboxes/{inbox_id}/assignment_policy' do
context 'when it is an unauthenticated user' do
it 'returns unauthorized' do
delete "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy"
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an authenticated admin' do
let(:admin) { create(:user, account: account, role: :administrator) }
context 'when inbox has an assignment policy' do
before do
create(:inbox_assignment_policy, inbox: inbox, assignment_policy: assignment_policy)
end
it 'removes the assignment policy from inbox' do
expect do
delete "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy",
headers: admin.create_new_auth_token,
as: :json
end.to change(InboxAssignmentPolicy, :count).by(-1)
expect(response).to have_http_status(:success)
expect(inbox.reload.inbox_assignment_policy).to be_nil
end
end
context 'when inbox has no assignment policy' do
it 'returns error' do
expect do
delete "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy",
headers: admin.create_new_auth_token,
as: :json
end.not_to change(InboxAssignmentPolicy, :count)
expect(response).to have_http_status(:not_found)
end
end
it 'returns not found for invalid inbox' do
delete "/api/v1/accounts/#{account.id}/inboxes/999999/assignment_policy",
headers: admin.create_new_auth_token,
as: :json
expect(response).to have_http_status(:not_found)
end
end
context 'when it is an agent' do
let(:agent) { create(:user, account: account, role: :agent) }
it 'returns unauthorized' do
delete "/api/v1/accounts/#{account.id}/inboxes/#{inbox.id}/assignment_policy",
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
end
end
end
end