Files
chatwoot/app/models/inbox.rb
Tanmay Deep Sharma 341487b93e feat: Add assignment policies controllers with jbuilder views (#12199)
## Linear reference:
https://linear.app/chatwoot/issue/CW-4649/re-imagine-assignments

## Description
This PR introduces the foundation for Assignment V2 system by
implementing assignment policies and their association with inboxes.
Assignment policies allow configuring how conversations are distributed
among agents, with support for different assignment orders (round_robin
in community, balanced in enterprise) and conversation prioritization
strategies

Fixes # (issue)

## Type of change

Please delete options that are not relevant.

- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

Test Coverage:
-  Controller specs for assignment policies CRUD operations
-  Enterprise-specific specs for balanced assignment order
-  Model specs for community/enterprise separation

Manual Testing:
1. Create assignment policy: POST
/api/v1/accounts/{id}/assignment_policies
2. List policies: GET /api/v1/accounts/{id}/assignment_policies
3. Assign policy to inbox: POST
/api/v1/accounts/{id}/assignment_policies/{id}/inboxes
4. View inbox policy: GET
/api/v1/accounts/{id}/inboxes/{id}/assignment_policy
5. Verify community edition ignores "balanced" assignment order
6. Verify enterprise edition supports both "round_robin" and "balanced"

- testing the flows after enterprise folder deletion

## 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

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-08-18 19:15:21 -07:00

235 lines
7.1 KiB
Ruby

# frozen_string_literal: true
# == Schema Information
#
# Table name: inboxes
#
# id :integer not null, primary key
# allow_messages_after_resolved :boolean default(TRUE)
# auto_assignment_config :jsonb
# business_name :string
# channel_type :string
# csat_config :jsonb not null
# csat_survey_enabled :boolean default(FALSE)
# email_address :string
# enable_auto_assignment :boolean default(TRUE)
# enable_email_collect :boolean default(TRUE)
# greeting_enabled :boolean default(FALSE)
# greeting_message :string
# lock_to_single_conversation :boolean default(FALSE), not null
# name :string not null
# out_of_office_message :string
# sender_name_type :integer default("friendly"), not null
# timezone :string default("UTC")
# working_hours_enabled :boolean default(FALSE)
# created_at :datetime not null
# updated_at :datetime not null
# account_id :integer not null
# channel_id :integer not null
# portal_id :bigint
#
# Indexes
#
# index_inboxes_on_account_id (account_id)
# index_inboxes_on_channel_id_and_channel_type (channel_id,channel_type)
# index_inboxes_on_portal_id (portal_id)
#
# Foreign Keys
#
# fk_rails_... (portal_id => portals.id)
#
class Inbox < ApplicationRecord
include Reportable
include Avatarable
include OutOfOffisable
include AccountCacheRevalidator
# Not allowing characters:
validates :name, presence: true
validates :account_id, presence: true
validates :timezone, inclusion: { in: TZInfo::Timezone.all_identifiers }
validates :out_of_office_message, length: { maximum: Limits::OUT_OF_OFFICE_MESSAGE_MAX_LENGTH }
validates :greeting_message, length: { maximum: Limits::GREETING_MESSAGE_MAX_LENGTH }
validate :ensure_valid_max_assignment_limit
belongs_to :account
belongs_to :portal, optional: true
belongs_to :channel, polymorphic: true, dependent: :destroy
has_many :campaigns, dependent: :destroy_async
has_many :contact_inboxes, dependent: :destroy_async
has_many :contacts, through: :contact_inboxes
has_many :inbox_members, dependent: :destroy_async
has_many :members, through: :inbox_members, source: :user
has_many :conversations, dependent: :destroy_async
has_many :messages, dependent: :destroy_async
has_one :inbox_assignment_policy, dependent: :destroy
has_one :assignment_policy, through: :inbox_assignment_policy
has_one :agent_bot_inbox, dependent: :destroy_async
has_one :agent_bot, through: :agent_bot_inbox
has_many :webhooks, dependent: :destroy_async
has_many :hooks, dependent: :destroy_async, class_name: 'Integrations::Hook'
enum sender_name_type: { friendly: 0, professional: 1 }
after_destroy :delete_round_robin_agents
after_create_commit :dispatch_create_event
after_update_commit :dispatch_update_event
scope :order_by_name, -> { order('lower(name) ASC') }
# Adds multiple members to the inbox
# @param user_ids [Array<Integer>] Array of user IDs to add as members
# @return [void]
def add_members(user_ids)
inbox_members.create!(user_ids.map { |user_id| { user_id: user_id } })
update_account_cache
end
# Removes multiple members from the inbox
# @param user_ids [Array<Integer>] Array of user IDs to remove
# @return [void]
def remove_members(user_ids)
inbox_members.where(user_id: user_ids).destroy_all
update_account_cache
end
# Sanitizes inbox name for balanced email provider compatibility
# ALLOWS: /'._- and Unicode letters/numbers/emojis
# REMOVES: Forbidden chars (\<>@") + spam-trigger symbols (!#$%&*+=?^`{|}~)
def sanitized_name
return default_name_for_blank_name if name.blank?
sanitized = apply_sanitization_rules(name)
sanitized.blank? && email? ? display_name_from_email : sanitized
end
def sms?
channel_type == 'Channel::Sms'
end
def facebook?
channel_type == 'Channel::FacebookPage'
end
def instagram?
(facebook? || instagram_direct?) && channel.instagram_id.present?
end
def instagram_direct?
channel_type == 'Channel::Instagram'
end
def web_widget?
channel_type == 'Channel::WebWidget'
end
def api?
channel_type == 'Channel::Api'
end
def email?
channel_type == 'Channel::Email'
end
def twilio?
channel_type == 'Channel::TwilioSms'
end
def twitter?
channel_type == 'Channel::TwitterProfile'
end
def whatsapp?
channel_type == 'Channel::Whatsapp'
end
def assignable_agents
(account.users.where(id: members.select(:user_id)) + account.administrators).uniq
end
def active_bot?
agent_bot_inbox&.active? || hooks.where(app_id: %w[dialogflow],
status: 'enabled').count.positive?
end
def inbox_type
channel.name
end
def webhook_data
{
id: id,
name: name
}
end
def callback_webhook_url
case channel_type
when 'Channel::TwilioSms'
"#{ENV.fetch('FRONTEND_URL', nil)}/twilio/callback"
when 'Channel::Sms'
"#{ENV.fetch('FRONTEND_URL', nil)}/webhooks/sms/#{channel.phone_number.delete_prefix('+')}"
when 'Channel::Line'
"#{ENV.fetch('FRONTEND_URL', nil)}/webhooks/line/#{channel.line_channel_id}"
when 'Channel::Whatsapp'
"#{ENV.fetch('FRONTEND_URL', nil)}/webhooks/whatsapp/#{channel.phone_number}"
end
end
def member_ids_with_assignment_capacity
members.ids
end
private
def default_name_for_blank_name
email? ? display_name_from_email : ''
end
def apply_sanitization_rules(name)
name.gsub(/[\\<>@"!#$%&*+=?^`{|}~:;]/, '') # Remove forbidden chars
.gsub(/[\x00-\x1F\x7F]/, ' ') # Replace control chars with spaces
.gsub(/\A[[:punct:]]+|[[:punct:]]+\z/, '') # Remove leading/trailing punctuation
.gsub(/\s+/, ' ') # Normalize spaces
.strip
end
def display_name_from_email
channel.email.split('@').first.parameterize.titleize
end
def dispatch_create_event
return if ENV['ENABLE_INBOX_EVENTS'].blank?
Rails.configuration.dispatcher.dispatch(INBOX_CREATED, Time.zone.now, inbox: self)
end
def dispatch_update_event
return if ENV['ENABLE_INBOX_EVENTS'].blank?
Rails.configuration.dispatcher.dispatch(INBOX_UPDATED, Time.zone.now, inbox: self, changed_attributes: previous_changes)
end
def ensure_valid_max_assignment_limit
# overridden in enterprise/app/models/enterprise/inbox.rb
end
def delete_round_robin_agents
::AutoAssignment::InboxRoundRobinService.new(inbox: self).clear_queue
end
def check_channel_type?
['Channel::Email', 'Channel::Api', 'Channel::WebWidget'].include?(channel_type)
end
end
Inbox.prepend_mod_with('Inbox')
Inbox.include_mod_with('Audit::Inbox')
Inbox.include_mod_with('Concerns::Inbox')