Files
leadchat/app/models/macro.rb
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

79 lines
2.2 KiB
Ruby

# == Schema Information
#
# Table name: macros
#
# id :bigint not null, primary key
# actions :jsonb not null
# name :string not null
# visibility :integer default("personal")
# created_at :datetime not null
# updated_at :datetime not null
# account_id :bigint not null
# created_by_id :bigint
# updated_by_id :bigint
#
# Indexes
#
# index_macros_on_account_id (account_id)
#
class Macro < ApplicationRecord
include Rails.application.routes.url_helpers
belongs_to :account
belongs_to :created_by,
class_name: :User, optional: true, inverse_of: :macros
belongs_to :updated_by,
class_name: :User, optional: true
has_many_attached :files
enum visibility: { personal: 0, global: 1 }
validate :json_actions_format
ACTIONS_ATTRS = %w[send_message add_label assign_team assign_agent mute_conversation change_status remove_label remove_assigned_agent
remove_assigned_team resolve_conversation snooze_conversation change_priority send_email_transcript
send_attachment add_private_note send_webhook_event].freeze
def set_visibility(user, params)
self.visibility = params[:visibility]
self.visibility = :personal if user.agent?
end
def self.with_visibility(user, _params)
records = Current.account.macros.global
records = records.or(personal.where(created_by_id: user.id, account_id: Current.account.id))
records.order(:id)
end
def self.current_page(params)
params[:page] || 1
end
def file_base_data
files.map do |file|
{
id: file.id,
macro_id: id,
file_type: file.content_type,
account_id: account_id,
file_url: url_for(file),
blob_id: file.blob_id,
filename: file.filename.to_s
}
end
end
private
def json_actions_format
return if actions.blank?
attributes = actions.map { |obj, _| obj['action_name'] }
actions = attributes - ACTIONS_ATTRS
errors.add(:actions, "Macro execution actions #{actions.join(',')} not supported.") if actions.any?
end
end
Macro.include_mod_with('Audit::Macro')