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.
78 lines
3.2 KiB
Ruby
78 lines
3.2 KiB
Ruby
# frozen_string_literal: true
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require 'rails_helper'
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shared_examples_for 'assignment_handler' do
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describe '#update_team' do
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let(:conversation) { create(:conversation, assignee: create(:user)) }
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let(:agent) do
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create(:user, email: 'agent@example.com', account: conversation.account, role: :agent, auto_offline: false)
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end
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let(:team) do
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create(:team, account: conversation.account, allow_auto_assign: false)
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end
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context 'when agent is current user' do
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before do
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Current.user = agent
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create(:team_member, team: team, user: agent)
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create(:inbox_member, user: agent, inbox: conversation.inbox)
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conversation.inbox.reload
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end
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it 'creates team assigned and unassigned message activity' do
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expect(conversation.update(team: team)).to be true
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expect(conversation.update(team: nil)).to be true
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expect(Conversations::ActivityMessageJob).to(have_been_enqueued.at_least(:once)
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.with(conversation, { account_id: conversation.account_id, inbox_id: conversation.inbox_id, message_type: :activity,
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content: "Assigned to #{team.name} by #{agent.name}" }))
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expect(Conversations::ActivityMessageJob).to(have_been_enqueued.at_least(:once)
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.with(conversation, { account_id: conversation.account_id, inbox_id: conversation.inbox_id, message_type: :activity,
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content: "Unassigned from #{team.name} by #{agent.name}" }))
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end
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it 'changes assignee to nil if they doesnt belong to the team and allow_auto_assign is false' do
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expect(team.allow_auto_assign).to be false
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conversation.update(team: team)
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expect(conversation.reload.assignee).to be_nil
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end
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it 'changes assignee to a team member if allow_auto_assign is enabled' do
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team.update!(allow_auto_assign: true)
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conversation.update(team: team)
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expect(conversation.reload.assignee).to eq agent
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expect(Conversations::ActivityMessageJob).to(have_been_enqueued.at_least(:once)
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.with(conversation, { account_id: conversation.account_id, inbox_id: conversation.inbox_id, message_type: :activity,
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content: "Assigned to #{conversation.assignee.name} via #{team.name} by #{agent.name}" }))
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end
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it 'keeps AgentBot ownership when assigning an auto-assigning team' do
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team.update!(allow_auto_assign: true)
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agent_bot = create(:agent_bot, account: conversation.account)
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conversation.update!(assignee: nil, assignee_agent_bot: agent_bot)
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conversation.update!(team: team)
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expect(conversation.reload.assigned_entity).to eq(agent_bot)
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expect(conversation.assignee).to be_nil
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end
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it 'wont change assignee if he is already a team member' do
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team.update!(allow_auto_assign: true)
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assignee = create(:user, account: conversation.account, role: :agent)
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create(:inbox_member, user: assignee, inbox: conversation.inbox)
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create(:team_member, team: team, user: assignee)
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conversation.update(assignee: assignee)
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conversation.update(team: team)
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expect(conversation.reload.assignee).to eq assignee
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end
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end
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end
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end
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