feat: assign connected agent bot owner (#14875)

Connected Agent Bot-handled conversation creation now records the bot as
the explicit owner instead of relying on pending status alone.

Closes:
https://linear.app/chatwoot/issue/CW-7449/set-connected-agent-bot-as-owner-in-bot-handled-flows

## Why
When an inbox has a connected Agent Bot, bot-handled conversations
already move to pending for queue placement. They should also carry
explicit Agent Bot ownership so agents can see that the bot is handling
the conversation and later takeover/hand-back behavior has a real owner
to work with.

## What changed
- Sets active connected Agent Bot inbox conversations to pending.
- Sets `assignee_agent_bot` to the connected Agent Bot when no explicit
human assignee is present.
- Clears the human `assignee` when assigning the connected Agent Bot
owner.
- Preserves explicit human assignees on conversation creation.
- Sets bot-initiated campaign conversations in active Agent Bot inboxes
to pending and owned by the connected Agent Bot.
- Keeps human-sender campaign conversations open and without Agent Bot
ownership.
- Leaves Dialogflow pending behavior without Agent Bot ownership.
- Clears `assignee_agent_bot` when the bot hands the conversation off.

## Validation
- Create a conversation in an inbox with an active connected Agent Bot
and verify it is pending and owned by the Agent Bot.
- Create a conversation in that inbox with an explicit human assignee
and verify the human assignee is preserved.
- Create a bot-initiated campaign conversation in the same inbox and
verify it is pending and owned by the Agent Bot.
- Create a human-sender campaign conversation and verify it remains open
without Agent Bot ownership.
- Create a Dialogflow-handled pending conversation and verify no Agent
Bot owner is set.
- Trigger bot handoff and verify the Agent Bot owner is cleared.

app/controllers/api/v1/accounts/conversations_controller.rb

@@ -80,7 +80,7 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
 
   def toggle_status
     # FIXME: move this logic into a service object
-    if pending_to_open_by_bot?
+    if bot_handoff?
       @conversation.bot_handoff!
     elsif params[:status].present?
       set_conversation_status
@@ -88,19 +88,15 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
     else
       @status = @conversation.toggle_status
     end
-    assign_conversation if should_assign_conversation?
+    handle_human_open if @conversation.open? && Current.user.is_a?(User)
   end
 
-  def pending_to_open_by_bot?
+  def bot_handoff?
     return false unless Current.user.is_a?(AgentBot)
 
     @conversation.status == 'pending' && params[:status] == 'open'
   end
 
-  def should_assign_conversation?
-    @conversation.status == 'open' && Current.user.is_a?(User) && Current.user&.agent?
-  end
-
   def toggle_priority
     @conversation.toggle_priority(params[:priority])
     head :ok
@@ -183,8 +179,9 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
     @conversation.snoozed_until = parse_date_time(params[:snoozed_until].to_s) if params[:snoozed_until]
   end
 
-  def assign_conversation
-    @conversation.assignee = current_user
+  def handle_human_open
+    @conversation.assignee_agent_bot = nil
+    @conversation.assignee = Current.user if Current.user.agent?
     @conversation.save!
   end
 

app/models/conversation.rb

@@ -173,6 +173,7 @@ class Conversation < ApplicationRecord
 
   def bot_handoff!
     update(waiting_since: Time.current) if waiting_since.blank?
+    self.assignee_agent_bot = nil
     open!
     dispatcher_dispatch(CONVERSATION_BOT_HANDOFF)
   end
@@ -291,13 +292,19 @@ class Conversation < ApplicationRecord
 
     return handle_campaign_status if campaign.present?
 
-    # TODO: make this an inbox config instead of assuming bot conversations should start as pending
-    self.status = :pending if inbox.active_bot?
+    set_active_bot_conversation if inbox.active_bot?
   end
 
   def handle_campaign_status
-    # If campaign has no sender (bot-initiated) and inbox has active bot, let bot handle it
-    self.status = :pending if campaign.sender_id.nil? && inbox.active_bot?
+    set_active_bot_conversation if campaign.sender_id.nil? && inbox.active_bot?
+  end
+
+  def set_active_bot_conversation
+    # TODO: make this an inbox config instead of assuming bot conversations should start as pending
+    self.status = :pending
+    return unless inbox.agent_bot_inbox&.active? && assignee_id.blank?
+
+    self.assignee_agent_bot = inbox.agent_bot
   end
 
   def notify_conversation_creation

spec/controllers/api/v1/accounts/conversations_controller_spec.rb

@@ -565,15 +565,17 @@ RSpec.describe 'Conversations API', type: :request do
         expect(conversation.reload.assignee_id).to eq(agent.id)
       end
 
-      it 'disbale self assign if admin changes the conversation status to open' do
-        conversation.update!(status: 'pending')
-        conversation.update!(assignee_id: nil)
+      it 'does not self assign and clears the agent bot owner if admin changes the conversation status to open' do
+        conversation.update!(status: 'pending', assignee: nil, assignee_agent_bot: agent_bot)
+
         post "/api/v1/accounts/#{account.id}/conversations/#{conversation.display_id}/toggle_status",
              headers: administrator.create_new_auth_token,
              as: :json
+
         expect(response).to have_http_status(:success)
         expect(conversation.reload.status).to eq('open')
         expect(conversation.reload.assignee_id).not_to eq(administrator.id)
+        expect(conversation.reload.assignee_agent_bot).to be_nil
       end
 
       it 'toggles the conversation status to specific status when parameter is passed' do

spec/models/conversation_spec.rb

@@ -408,6 +408,14 @@ RSpec.describe Conversation do
       expect(conversation.reload.status).to eq('open')
     end
 
+    it 'clears agent bot ownership' do
+      conversation.update!(assignee_agent_bot: create(:agent_bot, account: conversation.account))
+
+      conversation.bot_handoff!
+
+      expect(conversation.reload.assignee_agent_bot).to be_nil
+    end
+
     it 'dispatches CONVERSATION_BOT_HANDOFF event' do
       expect(Rails.configuration.dispatcher).to receive(:dispatch)
         .with(described_class::CONVERSATION_BOT_HANDOFF, anything, hash_including(conversation: conversation))
@@ -719,6 +727,19 @@ RSpec.describe Conversation do
       expect(conversation.status).to eq('pending')
     end
 
+    it 'sets connected agent bot as the conversation owner' do
+      expect(conversation.assignee_agent_bot).to eq(bot_inbox.agent_bot)
+      expect(conversation.assignee).to be_nil
+    end
+
+    it 'preserves explicit human assignee' do
+      agent = create(:user, account: bot_inbox.inbox.account)
+      conversation = create(:conversation, inbox: bot_inbox.inbox, assignee: agent)
+
+      expect(conversation.assignee).to eq(agent)
+      expect(conversation.assignee_agent_bot).to be_nil
+    end
+
     context 'with campaigns' do
       let(:user) { create(:user, account: bot_inbox.inbox.account) }
 
@@ -726,12 +747,14 @@ RSpec.describe Conversation do
         campaign = create(:campaign, inbox: bot_inbox.inbox, account: bot_inbox.inbox.account, sender: user)
         conversation = create(:conversation, inbox: bot_inbox.inbox, campaign: campaign)
         expect(conversation.status).to eq('open')
+        expect(conversation.assignee_agent_bot).to be_nil
       end
 
       it 'returns conversation as pending if campaign has no sender (bot-initiated) and bot is active' do
         campaign = create(:campaign, inbox: bot_inbox.inbox, account: bot_inbox.inbox.account, sender: nil)
         conversation = create(:conversation, inbox: bot_inbox.inbox, campaign: campaign)
         expect(conversation.status).to eq('pending')
+        expect(conversation.assignee_agent_bot).to eq(bot_inbox.agent_bot)
       end
     end
 
@@ -762,6 +785,10 @@ RSpec.describe Conversation do
     it 'returns conversation status as pending' do
       expect(conversation.status).to eq('pending')
     end
+
+    it 'does not set agent bot ownership' do
+      expect(conversation.assignee_agent_bot).to be_nil
+    end
   end
 
   describe '#delete conversation' do