feat: exclude stale conversations via assignment policy age threshold (#14766)

## Linear ticket
-
https://linear.app/chatwoot/issue/CW-7137/assignment-v2-backlog-flush-overloads-agents

## Description

Assignment policies now skip stale unassigned conversations
automatically. Each policy carries an age threshold (defaults to 7
days), so auto-assignment only picks up recent backlog instead of
draining very old, forgotten conversations. The threshold is
configurable per policy and can be cleared to assign conversations
regardless of age. Previously this control existed only on Enterprise
capacity policies (`exclude_older_than_hours`); it now lives on the
assignment policy itself, so every V2 inbox benefits without needing a
capacity policy.

## Type of change

- [ ] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

- Local UI flows

## Screenshots? 

<img width="645" height="822" alt="image"
src="https://github.com/user-attachments/assets/ec58db86-c1fa-4f9e-be87-2e24ff02e077"
/>


## 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: Sony Mathew <sony@chatwoot.com>
This commit is contained in:
Tanmay Deep Sharma
2026-06-23 12:22:45 +05:30
committed by GitHub
co-authored by Sony Mathew
parent 647cfc2d83
commit df79c0bbde
14 changed files with 177 additions and 20 deletions
@@ -90,8 +90,8 @@ RSpec.describe Enterprise::AutoAssignment::AssignmentService, type: :service do
end
context 'when excluding conversations by age' do
let!(:old_conversation) { create(:conversation, inbox: inbox, assignee: nil, created_at: 25.hours.ago) }
let!(:recent_conversation) { create(:conversation, inbox: inbox, assignee: nil, created_at: 1.hour.ago) }
let!(:old_conversation) { create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 25.hours.ago) }
let!(:recent_conversation) { create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 1.hour.ago) }
before do
capacity_policy.update!(exclusion_rules: {
@@ -124,10 +124,10 @@ RSpec.describe Enterprise::AutoAssignment::AssignmentService, type: :service do
context 'when combining exclusion rules' do
it 'applies both exclusion rules' do
# Create conversations
old_conversation_with_label = create(:conversation, inbox: inbox, assignee: nil, created_at: 25.hours.ago)
old_conversation_without_label = create(:conversation, inbox: inbox, assignee: nil, created_at: 25.hours.ago)
recent_conversation_with_label = create(:conversation, inbox: inbox, assignee: nil, created_at: 1.hour.ago)
recent_conversation_without_label = create(:conversation, inbox: inbox, assignee: nil, created_at: 1.hour.ago)
old_conversation_with_label = create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 25.hours.ago)
old_conversation_without_label = create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 25.hours.ago)
recent_conversation_with_label = create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 1.hour.ago)
recent_conversation_without_label = create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 1.hour.ago)
# Add labels
old_conversation_with_label.update_labels([label1.title])
@@ -182,5 +182,23 @@ RSpec.describe Enterprise::AutoAssignment::AssignmentService, type: :service do
expect(conversation2.reload.assignee).to be_present
end
end
context 'when excluding by age via the assignment policy' do
let!(:old_conversation) { create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 25.hours.ago) }
let!(:recent_conversation) { create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 1.hour.ago) }
before do
InboxCapacityLimit.destroy_all
assignment_policy.update!(exclude_older_than_hours: 24)
end
it 'skips conversations older than the policy threshold without a capacity policy' do
assigned_count = assignment_service.perform_bulk_assignment(limit: 10)
expect(assigned_count).to eq(1)
expect(old_conversation.reload.assignee).to be_nil
expect(recent_conversation.reload.assignee).to be_present
end
end
end
end
+13
View File
@@ -28,6 +28,19 @@ RSpec.describe AssignmentPolicy do
end
end
describe 'exclude_older_than_hours validations' do
it 'requires exclude_older_than_hours to be greater than 0' do
policy = build(:assignment_policy, exclude_older_than_hours: 0)
expect(policy).not_to be_valid
expect(policy.errors[:exclude_older_than_hours]).to include('must be greater than 0')
end
it 'allows exclude_older_than_hours to be nil' do
policy = build(:assignment_policy, exclude_older_than_hours: nil)
expect(policy).to be_valid
end
end
describe 'enum values' do
let(:assignment_policy) { create(:assignment_policy) }
@@ -192,6 +192,55 @@ RSpec.describe AutoAssignment::AssignmentService do
end
end
context 'with age-based exclusion' do
let(:rate_limiter) { instance_double(AutoAssignment::RateLimiter) }
before do
allow(OnlineStatusTracker).to receive(:get_available_users).and_return({ agent.id.to_s => 'online' })
round_robin_selector = instance_double(AutoAssignment::RoundRobinSelector)
allow(AutoAssignment::RoundRobinSelector).to receive(:new).and_return(round_robin_selector)
allow(round_robin_selector).to receive(:select_agent).and_return(agent)
allow(AutoAssignment::RateLimiter).to receive(:new).and_return(rate_limiter)
allow(rate_limiter).to receive(:within_limit?).and_return(true)
allow(rate_limiter).to receive(:track_assignment)
end
it 'skips conversations inactive beyond the policy threshold' do
assignment_policy.update!(exclude_older_than_hours: 24)
old_conversation = create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 25.hours.ago)
recent_conversation = create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 1.hour.ago)
assigned_count = service.perform_bulk_assignment(limit: 10)
expect(assigned_count).to eq(1)
expect(old_conversation.reload.assignee).to be_nil
expect(recent_conversation.reload.assignee).to eq(agent)
end
it 'assigns reopened conversations created long ago but recently active' do
assignment_policy.update!(exclude_older_than_hours: 24)
reopened_conversation = create(:conversation, inbox: inbox, assignee: nil,
created_at: 30.days.ago, last_activity_at: 1.hour.ago)
assigned_count = service.perform_bulk_assignment(limit: 10)
expect(assigned_count).to eq(1)
expect(reopened_conversation.reload.assignee).to eq(agent)
end
it 'assigns conversations regardless of age when threshold is nil' do
assignment_policy.update!(exclude_older_than_hours: nil)
old_conversation = create(:conversation, inbox: inbox, assignee: nil, last_activity_at: 30.days.ago)
assigned_count = service.perform_bulk_assignment(limit: 10)
expect(assigned_count).to eq(1)
expect(old_conversation.reload.assignee).to eq(agent)
end
end
context 'with fair distribution' do
before do
create(:inbox_member, inbox: inbox, user: agent2)