Files
moreminimore-chat/enterprise/app/services/voice/outbound_call_builder.rb
Sojan Jose f12529105b fix: align AgentBot ownership with conversation counts (#15343)
AgentBot-owned conversations are now treated as assigned across
conversation lists, counts, pagination, permissions, unread membership,
human auto-assignment, and advanced assignee filters.

## Closes

-
https://linear.app/chatwoot/issue/CW-7689/align-agent-bot-ownership-with-unassigned-counts-and-pagination

## Follow-ups

-
https://linear.app/chatwoot/issue/CW-7870/refresh-agentbot-ownership-state-when-deleting-an-agent-bot
tracks ownership refresh during AgentBot deletion.
-
https://linear.app/chatwoot/issue/CW-7899/refresh-saved-filter-totals-after-live-conversation-ownership-changes
tracks the existing saved-filter header count refresh gap.

## Why

The backend treated every conversation without a human assignee as
unassigned, even when an AgentBot owned it. The frontend already hid
AgentBot-owned conversations from the Unassigned list, so counts,
pagination, filters, unread membership, direct-access permissions, and
auto-assignment could disagree with the visible queue.

## What changed

- Treat conversations with either a human assignee or AgentBot owner as
assigned.
- Keep conversation counts, pagination, unread memberships, advanced
filters, and automation assignee conditions aligned with the shared
ownership semantics.
- Keep human assignee equality and not-equality filters human-only, even
when a human and AgentBot have the same numeric ID.
- Exclude AgentBot-owned conversations from both legacy and V2 human
auto-assignment, and from unassigned-only Enterprise access.
- Preserve AgentBot ownership when Twilio or WhatsApp call flows reuse
or accept an assigned conversation.
- Emit ownership-change updates when only the AgentBot owner changes, so
connected clients refresh queue state.

## Validation

- AgentBot assignment changed ownership to the bot, moved the
conversation to pending, and removed it from the open queue.
- Assignee "is present" returned human- and AgentBot-owned
conversations; "is not present" returned only genuinely unassigned
conversations.
- Automation assignee presence conditions treated AgentBot ownership as
present and did not execute the absent-owner path.
- Live human-assignee equality and not-equality filters excluded
AgentBot-owned conversations, including numeric ID collisions.
- A 32-conversation pending queue loaded across pagination with matching
totals and no missing or duplicate rows.
- AgentBot ownership changes and human takeover updated filtered rows
immediately without a reload.
- Human takeover opened the conversation and restored the public reply
composer; subsequent unassignment kept the conversation open.
- An unassigned-only custom-role agent saw only genuinely unassigned
conversations and could not see AgentBot-owned conversations.
- AgentBot-owned conversations showed the handled-by-bot banner, Take
over action, and disabled public reply composer.
- New conversations in the connected inbox were assigned to the AgentBot
and excluded from human auto-assignment.
- Opening an AgentBot-owned conversation did not let the legacy
assignment callback or its locked recheck replace the bot.
- Moving an AgentBot-owned conversation to an auto-assigning team
preserved the bot and did not create a second human owner.
- Twilio conference pickup, Twilio outbound reuse, WhatsApp outbound
reuse, and inbound WhatsApp acceptance preserved existing AgentBot
owners.
- Focused ownership, filters, pagination, permissions, unread-count,
auto-assignment, frontend, and lint checks passed locally.
- GitHub Actions, Docker builds, CircleCI, security checks, and the
final Codex review are green on the final head.
2026-08-07 14:17:34 -07:00

82 lines
2.5 KiB
Ruby

class Voice::OutboundCallBuilder
attr_reader :account, :inbox, :user, :contact
def self.perform!(account:, inbox:, user:, contact:, conversation: nil)
new(account: account, inbox: inbox, user: user, contact: contact, conversation: conversation).perform!
end
def initialize(account:, inbox:, user:, contact:, conversation: nil)
@account = account
@inbox = inbox
@user = user
@contact = contact
@existing_conversation = conversation
end
def perform!
raise ArgumentError, 'Contact phone number required' if contact.phone_number.blank?
raise ArgumentError, 'Agent required' if user.blank?
# Claim for the caller if a reused conversation is unassigned at trigger time; wins over auto-assignment.
# New conversations set the assignee at creation instead (see create_conversation!).
claim_for_caller = @existing_conversation && @existing_conversation.assigned_entity.nil?
ActiveRecord::Base.transaction do
contact_inbox = ensure_contact_inbox!
conversation = @existing_conversation || create_conversation!(contact_inbox)
# Dial before locking so the Twilio round-trip doesn't hold the conversation row lock.
call_sid = initiate_call!
if claim_for_caller
@existing_conversation.lock!
@existing_conversation.update!(assignee: user)
end
call = create_call!(conversation, call_sid)
message = Voice::CallMessageBuilder.new(call).perform!
call.update!(message_id: message.id)
call
end
end
private
def ensure_contact_inbox!
ContactInbox.find_or_create_by!(
contact_id: contact.id,
inbox_id: inbox.id
) do |record|
record.source_id = contact.phone_number
end
end
def create_conversation!(contact_inbox)
account.conversations.create!(
contact_inbox_id: contact_inbox.id,
inbox_id: inbox.id,
contact_id: contact.id,
assignee_id: user.id,
status: :open
)
end
def initiate_call!
inbox.channel.initiate_call(to: contact.phone_number)[:call_sid]
end
def create_call!(conversation, call_sid)
call = Call.create!(
account: account,
inbox: inbox,
conversation: conversation,
contact: contact,
accepted_by_agent: user,
provider: :twilio,
direction: :outgoing,
status: 'ringing',
provider_call_id: call_sid,
meta: { 'initiated_at' => Time.zone.now.to_i }
)
call.update!(conference_sid: call.default_conference_sid)
call
end
end