Files
leadchat/app/services/auto_assignment/assignment_service.rb
Tanmay Deep Sharma 7b512bd00e 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>
2026-02-11 12:24:45 +05:30

90 lines
2.2 KiB
Ruby

class AutoAssignment::AssignmentService
pattr_initialize [:inbox!]
def perform_bulk_assignment(limit: 100)
return 0 unless inbox.auto_assignment_v2_enabled?
return 0 unless inbox.enable_auto_assignment?
assigned_count = 0
unassigned_conversations(limit).each do |conversation|
assigned_count += 1 if perform_for_conversation(conversation)
end
assigned_count
end
private
def perform_for_conversation(conversation)
return false unless assignable?(conversation)
agent = find_available_agent
return false unless agent
assign_conversation(conversation, agent)
end
def assignable?(conversation)
conversation.status == 'open' &&
conversation.assignee_id.nil?
end
def unassigned_conversations(limit)
scope = inbox.conversations.unassigned.open
# Apply conversation priority using assignment policy if available
policy = inbox.assignment_policy
scope = if policy&.longest_waiting?
scope.reorder(last_activity_at: :asc, created_at: :asc)
else
scope.reorder(created_at: :asc)
end
scope.limit(limit)
end
def find_available_agent
agents = filter_agents_by_rate_limit(inbox.available_agents)
return nil if agents.empty?
round_robin_selector.select_agent(agents)
end
def filter_agents_by_rate_limit(agents)
agents.select do |agent_member|
rate_limiter = build_rate_limiter(agent_member.user)
rate_limiter.within_limit?
end
end
def assign_conversation(conversation, agent)
conversation.update!(assignee: agent)
rate_limiter = build_rate_limiter(agent)
rate_limiter.track_assignment(conversation)
dispatch_assignment_event(conversation, agent)
true
end
def dispatch_assignment_event(conversation, agent)
Rails.configuration.dispatcher.dispatch(
Events::Types::ASSIGNEE_CHANGED,
Time.zone.now,
conversation: conversation,
user: agent
)
end
def build_rate_limiter(agent)
AutoAssignment::RateLimiter.new(inbox: inbox, agent: agent)
end
def round_robin_selector
@round_robin_selector ||= AutoAssignment::RoundRobinSelector.new(inbox: inbox)
end
end
AutoAssignment::AssignmentService.prepend_mod_with('AutoAssignment::AssignmentService')