fix: V2 Assignment service enhancements (#13036)

## Linear Ticket:
https://linear.app/chatwoot/issue/CW-6081/review-feedback

## Description

Assignment V2 Service Enhancements

- Enable Assignment V2 on plan upgrade
- Fix UI issue with fair distribution policy display
- Add advanced assignment feature flag and enhance Assignment V2
capabilities

## Type of change

- [ ] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

This has been tested using the UI.

## 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

<!-- CURSOR_SUMMARY -->
---

> [!NOTE]
> **Medium Risk**
> Changes auto-assignment execution paths, rate limiting defaults, and
feature-flag gating (including premium plan behavior), which could
affect which conversations get assigned and when. UI rewires inbox
settings and policy flows, so regressions are possible around
navigation/linking and feature visibility.
> 
> **Overview**
> **Adds a new premium `advanced_assignment` feature flag** and uses it
to gate capacity/balanced assignment features in the UI (sidebar entry,
settings routes, assignment-policy landing cards) and backend
(Enterprise balanced selector + capacity filtering).
`advanced_assignment` is marked premium, included in Business plan
entitlements, and auto-synced in Enterprise accounts when
`assignment_v2` is toggled.
> 
> **Improves Assignment V2 policy UX** by adding an inbox-level
“Conversation Assignment” section (behind `assignment_v2`) that can
link/unlink an assignment policy, navigate to create/edit policy flows
with `inboxId` query context, and show an inbox-link prompt after
creating a policy. The policy form now defaults to enabled, disables the
`balanced` option with a premium badge/message when unavailable, and
inbox lists support click-to-navigate.
> 
> **Tightens/adjusts auto-assignment behavior**: bulk assignment now
requires `inbox.enable_auto_assignment?`, conversation ordering uses the
attached `assignment_policy` priority, and rate limiting uses
`assignment_policy` config with an infinite default limit while still
tracking assignments. Tests and i18n strings are updated accordingly.
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
23bc03bf75ee4376071e4d7fc7cd564c601d33d7. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
This commit is contained in:
Tanmay Deep Sharma
2026-02-11 12:24:45 +05:30
committed by GitHub
parent 8f95fafff4
commit 7b512bd00e
29 changed files with 1284 additions and 336 deletions

View File

@@ -766,6 +766,53 @@
"MAX_ASSIGNMENT_LIMIT_RANGE_ERROR": "Please enter a value greater than 0",
"MAX_ASSIGNMENT_LIMIT_SUB_TEXT": "Limit the maximum number of conversations from this inbox that can be auto assigned to an agent"
},
"ASSIGNMENT": {
"TITLE": "Conversation Assignment",
"DESCRIPTION": "Automatically assign incoming conversations to available agents based on assignment policies",
"ENABLE_AUTO_ASSIGNMENT": "Enable automatic conversation assignment",
"DEFAULT_RULES_TITLE": "Default assignment rules",
"DEFAULT_RULES_DESCRIPTION": "Using the default assignment behavior for all conversations",
"DEFAULT_RULE_1": "Earliest created conversations first",
"DEFAULT_RULE_2": "Round robin distribution",
"CUSTOMIZE_WITH_POLICY": "Customize with assignment policy",
"USING_POLICY": "Using custom assignment policy for this inbox",
"CUSTOMIZE_POLICY": "Customize with assignment policy",
"DELETE_POLICY": "Delete policy",
"POLICY_LABEL": "Assignment policy",
"ASSIGNMENT_ORDER_LABEL": "Assignment Order",
"ASSIGNMENT_METHOD_LABEL": "Assignment Method",
"POLICY_STATUS": {
"ACTIVE": "Active",
"INACTIVE": "Inactive"
},
"PRIORITY": {
"EARLIEST_CREATED": "Earliest created",
"LONGEST_WAITING": "Longest waiting"
},
"METHOD": {
"ROUND_ROBIN": "Round robin",
"BALANCED": "Balanced assignment"
},
"UPGRADE_PROMPT": "Custom assignment policies are available on the Business plan",
"UPGRADE_TO_BUSINESS": "Upgrade to Business",
"DEFAULT_POLICY_LINKED": "Default policy linked",
"DEFAULT_POLICY_DESCRIPTION": "Link a custom assignment policy to customize how conversations are assigned to agents in this inbox.",
"LINK_EXISTING_POLICY": "Link existing policy",
"CREATE_NEW_POLICY": "Create new policy",
"NO_POLICIES": "No assignment policies found",
"VIEW_ALL_POLICIES": "View all policies",
"CURRENT_BEHAVIOR": "Currently using default assignment behavior:",
"LINK_SUCCESS": "Assignment policy linked successfully",
"LINK_ERROR": "Failed to link assignment policy"
},
"ASSIGNMENT_POLICY": {
"DELETE_CONFIRM_TITLE": "Delete assignment policy?",
"DELETE_CONFIRM_MESSAGE": "Are you sure you want to remove this assignment policy from this inbox? The inbox will revert to default assignment rules.",
"CANCEL": "Cancel",
"CONFIRM_DELETE": "Delete",
"DELETE_SUCCESS": "Assignment policy removed successfully",
"DELETE_ERROR": "Failed to remove assignment policy"
},
"FACEBOOK_REAUTHORIZE": {
"TITLE": "Reauthorize",
"SUBTITLE": "Your Facebook connection has expired, please reconnect your Facebook page to continue services",

View File

@@ -694,7 +694,8 @@
"CREATE_BUTTON": "Create policy",
"API": {
"SUCCESS_MESSAGE": "Assignment policy created successfully",
"ERROR_MESSAGE": "Failed to create assignment policy"
"ERROR_MESSAGE": "Failed to create assignment policy",
"INBOX_LINKED": "Inbox has been linked to the policy"
}
},
"EDIT": {
@@ -708,6 +709,12 @@
"CONFIRM_BUTTON_LABEL": "Continue",
"CANCEL_BUTTON_LABEL": "Cancel"
},
"INBOX_LINK_PROMPT": {
"TITLE": "Link inbox to policy",
"DESCRIPTION": "Would you like to link this inbox to the assignment policy?",
"LINK_BUTTON": "Link inbox",
"CANCEL_BUTTON": "Skip"
},
"API": {
"SUCCESS_MESSAGE": "Assignment policy updated successfully",
"ERROR_MESSAGE": "Failed to update assignment policy"
@@ -746,7 +753,9 @@
},
"BALANCED": {
"LABEL": "Balanced",
"DESCRIPTION": "Assign conversations based on available capacity."
"DESCRIPTION": "Assign conversations based on available capacity.",
"PREMIUM_MESSAGE": "Upgrade to access balanced assignment and agent capacity management.",
"PREMIUM_BADGE": "Premium"
}
},
"ASSIGNMENT_PRIORITY": {
@@ -832,6 +841,20 @@
"SUCCESS_MESSAGE": "Agent removed from policy successfully",
"ERROR_MESSAGE": "Failed to remove agent from policy"
}
},
"INBOX_LIMIT_API": {
"ADD": {
"SUCCESS_MESSAGE": "Inbox limit added successfully",
"ERROR_MESSAGE": "Failed to add inbox limit"
},
"UPDATE": {
"SUCCESS_MESSAGE": "Inbox limit updated successfully",
"ERROR_MESSAGE": "Failed to update inbox limit"
},
"DELETE": {
"SUCCESS_MESSAGE": "Inbox limit deleted successfully",
"ERROR_MESSAGE": "Failed to delete inbox limit"
}
}
},
"FORM": {