feat: Add agent capacity controllers (#12200)

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

## Description
This PR introduces the foundation for Assignment V2 system by
implementing agent_capacity and their association with inboxes and
users.

## Type of change

- [ ] New feature (non-breaking change which adds functionality)

## 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

## 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 <pranav@chatwoot.com>
This commit is contained in:
Tanmay Deep Sharma
2025-08-27 09:12:58 +07:00
committed by GitHub
parent 39dfa35229
commit ad90deb709
26 changed files with 679 additions and 0 deletions

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require 'rails_helper'
RSpec.describe 'Agent Capacity Policy Inbox Limits API', type: :request do
let(:account) { create(:account) }
let!(:agent_capacity_policy) { create(:agent_capacity_policy, account: account) }
let!(:inbox) { create(:inbox, account: account) }
let(:administrator) { create(:user, account: account, role: :administrator) }
let(:agent) { create(:user, account: account, role: :agent) }
describe 'POST /api/v1/accounts/{account.id}/agent_capacity_policies/{policy_id}/inbox_limits' do
context 'when not admin' do
it 'requires admin role' do
post "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}/inbox_limits",
params: { inbox_id: inbox.id, conversation_limit: 10 },
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
end
end
context 'when admin' do
it 'creates an inbox limit' do
post "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}/inbox_limits",
params: { inbox_id: inbox.id, conversation_limit: 10 },
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
json_response = response.parsed_body
expect(json_response['conversation_limit']).to eq(10)
expect(json_response['inbox_id']).to eq(inbox.id)
end
it 'prevents duplicate inbox assignments' do
create(:inbox_capacity_limit, agent_capacity_policy: agent_capacity_policy, inbox: inbox)
post "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}/inbox_limits",
params: { inbox_id: inbox.id, conversation_limit: 10 },
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unprocessable_entity)
expect(response.parsed_body['error']).to eq(I18n.t('agent_capacity_policy.inbox_already_assigned'))
end
end
end
describe 'PUT /api/v1/accounts/{account.id}/agent_capacity_policies/{policy_id}/inbox_limits/{id}' do
let!(:inbox_limit) { create(:inbox_capacity_limit, agent_capacity_policy: agent_capacity_policy, inbox: inbox, conversation_limit: 5) }
context 'when admin' do
it 'updates the inbox limit' do
put "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}/inbox_limits/#{inbox_limit.id}",
params: { conversation_limit: 15 },
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
expect(response.parsed_body['conversation_limit']).to eq(15)
expect(inbox_limit.reload.conversation_limit).to eq(15)
end
end
end
describe 'DELETE /api/v1/accounts/{account.id}/agent_capacity_policies/{policy_id}/inbox_limits/{id}' do
let!(:inbox_limit) { create(:inbox_capacity_limit, agent_capacity_policy: agent_capacity_policy, inbox: inbox) }
context 'when admin' do
it 'removes the inbox limit' do
delete "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}/inbox_limits/#{inbox_limit.id}",
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:no_content)
expect(agent_capacity_policy.inbox_capacity_limits.find_by(id: inbox_limit.id)).to be_nil
end
end
end
end

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require 'rails_helper'
RSpec.describe 'Agent Capacity Policy Users API', type: :request do
let(:account) { create(:account) }
let!(:agent_capacity_policy) { create(:agent_capacity_policy, account: account) }
let!(:user) { create(:user, account: account, role: :agent) }
let(:administrator) { create(:user, account: account, role: :administrator) }
let(:agent) { create(:user, account: account, role: :agent) }
describe 'GET /api/v1/accounts/{account.id}/agent_capacity_policies/{policy_id}/users' do
context 'when admin' do
it 'returns assigned users' do
user.account_users.first.update!(agent_capacity_policy: agent_capacity_policy)
get "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}/users",
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
expect(response.parsed_body.first['id']).to eq(user.id)
end
end
end
describe 'POST /api/v1/accounts/{account.id}/agent_capacity_policies/{policy_id}/users' do
context 'when not admin' do
it 'requires admin role' do
post "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}/users",
params: { user_id: user.id },
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
end
end
context 'when admin' do
it 'assigns user to the policy' do
post "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}/users",
params: { user_id: user.id },
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
expect(user.account_users.first.reload.agent_capacity_policy).to eq(agent_capacity_policy)
end
end
end
describe 'DELETE /api/v1/accounts/{account.id}/agent_capacity_policies/{policy_id}/users/{id}' do
context 'when admin' do
before do
user.account_users.first.update!(agent_capacity_policy: agent_capacity_policy)
end
it 'removes user from the policy' do
delete "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}/users/#{user.id}",
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:ok)
expect(user.account_users.first.reload.agent_capacity_policy).to be_nil
end
end
end
end

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require 'rails_helper'
RSpec.describe 'Agent Capacity Policies API', type: :request do
let(:account) { create(:account) }
let!(:agent_capacity_policy) { create(:agent_capacity_policy, account: account) }
describe 'GET /api/v1/accounts/{account.id}/agent_capacity_policies' do
context 'when it is an unauthenticated user' do
it 'returns unauthorized' do
get "/api/v1/accounts/#{account.id}/agent_capacity_policies"
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an authenticated agent' do
let(:agent) { create(:user, account: account, role: :agent) }
it 'returns unauthorized for agent' do
get "/api/v1/accounts/#{account.id}/agent_capacity_policies",
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an administrator' do
let(:administrator) { create(:user, account: account, role: :administrator) }
it 'returns all agent capacity policies' do
get "/api/v1/accounts/#{account.id}/agent_capacity_policies",
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
expect(response.parsed_body.first['id']).to eq(agent_capacity_policy.id)
end
end
end
describe 'GET /api/v1/accounts/{account.id}/agent_capacity_policies/{id}' do
context 'when it is an unauthenticated user' do
it 'returns unauthorized' do
get "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}"
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an authenticated agent' do
let(:agent) { create(:user, account: account, role: :agent) }
it 'returns unauthorized for agent' do
get "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}",
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an administrator' do
let(:administrator) { create(:user, account: account, role: :administrator) }
it 'returns the agent capacity policy' do
get "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}",
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
expect(response.parsed_body['id']).to eq(agent_capacity_policy.id)
end
end
end
describe 'POST /api/v1/accounts/{account.id}/agent_capacity_policies' do
context 'when it is an unauthenticated user' do
it 'returns unauthorized' do
post "/api/v1/accounts/#{account.id}/agent_capacity_policies"
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an authenticated user' do
let(:agent) { create(:user, account: account, role: :agent) }
let(:administrator) { create(:user, account: account, role: :administrator) }
it 'returns unauthorized for agent' do
params = { agent_capacity_policy: { name: 'Test Policy' } }
post "/api/v1/accounts/#{account.id}/agent_capacity_policies",
params: params,
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
end
it 'creates a new agent capacity policy when administrator' do
params = {
agent_capacity_policy: {
name: 'Test Policy',
description: 'Test Description',
exclusion_rules: { overall_capacity: 10 }
}
}
post "/api/v1/accounts/#{account.id}/agent_capacity_policies",
params: params,
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
expect(response.parsed_body['name']).to eq('Test Policy')
expect(response.parsed_body['description']).to eq('Test Description')
end
it 'returns validation errors for invalid data' do
params = { agent_capacity_policy: { name: '' } }
post "/api/v1/accounts/#{account.id}/agent_capacity_policies",
params: params,
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unprocessable_entity)
end
end
end
describe 'PUT /api/v1/accounts/{account.id}/agent_capacity_policies/{id}' do
context 'when it is an unauthenticated user' do
it 'returns unauthorized' do
put "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}"
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an authenticated user' do
let(:agent) { create(:user, account: account, role: :agent) }
let(:administrator) { create(:user, account: account, role: :administrator) }
it 'returns unauthorized for agent' do
params = { agent_capacity_policy: { name: 'Updated Policy' } }
put "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}",
params: params,
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
end
it 'updates the agent capacity policy when administrator' do
params = { agent_capacity_policy: { name: 'Updated Policy' } }
put "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}",
params: params,
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:success)
expect(response.parsed_body['name']).to eq('Updated Policy')
end
end
end
describe 'DELETE /api/v1/accounts/{account.id}/agent_capacity_policies/{id}' do
context 'when it is an unauthenticated user' do
it 'returns unauthorized' do
delete "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}"
expect(response).to have_http_status(:unauthorized)
end
end
context 'when it is an authenticated user' do
let(:agent) { create(:user, account: account, role: :agent) }
let(:administrator) { create(:user, account: account, role: :administrator) }
it 'returns unauthorized for agent' do
delete "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}",
headers: agent.create_new_auth_token,
as: :json
expect(response).to have_http_status(:unauthorized)
end
it 'deletes the agent capacity policy when administrator' do
delete "/api/v1/accounts/#{account.id}/agent_capacity_policies/#{agent_capacity_policy.id}",
headers: administrator.create_new_auth_token,
as: :json
expect(response).to have_http_status(:ok)
expect { agent_capacity_policy.reload }.to raise_error(ActiveRecord::RecordNotFound)
end
end
end
end