Commit Graph

11 Commits

Author SHA1 Message Date
Sojan Jose
135be52431 feat: Introduce last responding agent option to automation assign agent (#12326)
Introduce a `Last Responding Agent` options to assign_agents action in
automations to cover the following use cases.

- Assign conversations to first responding agent : ( automation message
created at , if assignee is nil, assign last responding agent )
- Ensure conversations are not resolved with out an assignee : (
automation conversation resolved at : if assignee is nil, assign last
responding agent )

and potential other cases.

fixes: #1592
2026-04-16 18:54:35 +05:30
Sojan Jose
aee979ee0b fix: add explicit remove assignment actions to macros and automations (#12172)
This updates macros and automations so agents can explicitly remove
assigned agents or teams, while keeping the existing `Assign -> None`
flow working for backward compatibility.

Fixes: #7551
Closes: #7551

## Why
The original macro change exposed unassignment only through `Assign ->
None`, which made macros behave differently from automations and left
the explicit remove actions inconsistent across the product. This keeps
the lower-risk compatibility path and adds the explicit remove actions
requested in review.

## What this change does
- Adds `Remove Assigned Agent` and `Remove Assigned Team` as explicit
actions in macros.
- Adds the same explicit remove actions in automations.
- Keeps `Assign Agent -> None` and `Assign Team -> None` working for
existing behavior and stored payloads.
- Preserves backward compatibility for existing macro and automation
execution payloads.
- Downmerges the latest `develop` and resolves the conflicts while
keeping both the new remove actions and current `develop` behavior.

## Validation
- Verified both remove actions are available and selectable in the macro
editor.
- Verified both remove actions are available and selectable in the
automation builder.
- Applied a disposable macro with `Remove Assigned Agent` and `Remove
Assigned Team` on a real conversation and confirmed both fields were
cleared.
- Applied a disposable macro with `Assign Agent -> None` and `Assign
Team -> None` on a real conversation and confirmed both fields were
still cleared.
2026-04-16 15:57:41 +05:30
Petterson
6e46be36c8 fix: Add fix to only allow confirmed agents to used in Agent Assingments at Macros/Automations (#13225)
# Pull Request Template

## Description

Unconfirmed agents (pending email verification) were incorrectly
appearing in the "assign agent" dropdown for macros and automations.
This fix filters out unconfirmed agents from these dropdowns and adds
backend validation to prevent assignment of unconfirmed agents.

Fixes #13223

## Type of change

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

## How Has This Been Tested?

**Backend tests:**
```bash
docker compose run --rm rails bundle exec rspec spec/services/action_service_spec.rb
```
- Added tests for confirmed agent assignment (should succeed)
- Added tests for unconfirmed agent assignment (should be skipped)

**Frontend tests:**
```bash
docker compose run --rm rails pnpm test app/javascript/dashboard/composables/spec/useMacros.spec.js
```
- Updated mocks to use `getVerifiedAgents` getter

**Manual testing:**
1. Create an unconfirmed agent via platform
2. Navigate to Settings → Macros → New Macro → Add "Assign Agent" action
3. Verify unconfirmed agent does NOT appear in dropdown
4. Navigate to Settings → Automations → New Automation → Add "Assign
Agent" action
5. Verify unconfirmed agent does NOT appear in dropdown

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] 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
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-11 02:01:53 -07:00
Pranav
ef591f848a chore: Add open conversation option (#11828)
Added conversation_status, assignee_id, team_id, and priority to the
message_created event to allow users to build automations based on
conversation details. Also introduced a new open_conversation action.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-02 10:01:50 +05:30
Clairton Rodrigo Heinzen
96f4f50d2d feat: Add the ability to un-assign teams using automation (#9668)
Co-authored-by: Pranav <pranavrajs@gmail.com>
2024-06-26 12:40:36 -07:00
Vishnu Narayanan
e7e14f01e4 fix: undefined method 'zero?' for nil:NilClass (#8689) 2024-01-15 15:07:36 +05:30
Sojan Jose
6a07251007 feat: Add the ability to self-assign conversations in macros (#8048)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2023-10-10 09:38:23 +05:30
Muhsin Keloth
2d4ef0c328 feat: Add None option in automation assign agent actions (#7900) 2023-09-14 09:01:58 +05:30
Sojan Jose
7ab7bac6bf chore: Enable the new Rubocop rules (#7122)
fixes: https://linear.app/chatwoot/issue/CW-1574/renable-the-disabled-rubocop-rules
2023-05-19 14:37:10 +05:30
Muhsin Keloth
d1584eea72 feat: Add an action on automation to change the priority (#6925) 2023-04-20 11:31:33 +05:30
Sojan Jose
7930902ec8 chore: Refactor Automation Specs (#6796)
The current way of writing specs for automation in one single file automation_listener isn't effective. Hence we are breaking down the specs for each class into separate spec files.

fixes: CW-1447
2023-03-30 21:02:52 +05:30