fix(auto-assignment): apply default 7 day age exclusion when inbox has no policy

# Pull Request Template

## Description

Increases description for Captain.

Why?
We are planning to include business context in description and 255 char
limit on the column and 200 char limit on the UI are very limiting to
get proper context.

## Type of change

Improvement to accommodate business context

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.
locally

## 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

app/javascript/dashboard/components-next/captain/assistant/AddNewScenariosDialog.vue

@@ -107,6 +107,7 @@ const onClickCancel = () => {
 
         <TextArea
           v-model="state.description"
+          :max-length="500"
           :label="
             t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.DESCRIPTION.LABEL')
           "

app/javascript/dashboard/components-next/captain/assistant/ScenariosCard.vue

@@ -213,6 +213,7 @@ const renderInstruction = instruction => () =>
 
       <TextArea
         v-model="state.description"
+        :max-length="500"
         :label="
           t('CAPTAIN.ASSISTANTS.SCENARIOS.ADD.NEW.FORM.DESCRIPTION.LABEL')
         "

app/javascript/dashboard/components-next/captain/pageComponents/assistant/AssistantForm.vue

@@ -122,6 +122,7 @@ watch(
 
     <Editor
       v-model="state.description"
+      :max-length="500"
       :label="t('CAPTAIN.ASSISTANTS.FORM.DESCRIPTION.LABEL')"
       :placeholder="t('CAPTAIN.ASSISTANTS.FORM.DESCRIPTION.PLACEHOLDER')"
       :message="formErrors.description"

app/javascript/dashboard/components-next/captain/pageComponents/assistant/settings/AssistantBasicSettingsForm.vue

@@ -117,6 +117,7 @@ watch(
 
     <Editor
       v-model="state.description"
+      :max-length="500"
       :label="t('CAPTAIN.ASSISTANTS.FORM.DESCRIPTION.LABEL')"
       :placeholder="t('CAPTAIN.ASSISTANTS.FORM.DESCRIPTION.PLACEHOLDER')"
       :message="formErrors.description"

app/models/assignment_policy.rb

@@ -22,6 +22,8 @@
 #  index_assignment_policies_on_enabled              (enabled)
 #
 class AssignmentPolicy < ApplicationRecord
+  DEFAULT_EXCLUDE_OLDER_THAN_HOURS = 168
+
   belongs_to :account
   has_many :inbox_assignment_policies, dependent: :destroy
   has_many :inboxes, through: :inbox_assignment_policies

app/services/auto_assignment/assignment_service.rb

@@ -35,9 +35,9 @@ class AutoAssignment::AssignmentService
   def unassigned_conversations(limit)
     scope = inbox.conversations.unassigned.open
 
-    # Skip stale backlog with no activity beyond the policy's age threshold (defaults to 7 days)
+    # Skip stale backlog with no activity beyond the age threshold
     policy = inbox.assignment_policy
-    scope = apply_age_exclusions(scope, policy&.exclude_older_than_hours)
+    scope = apply_age_exclusions(scope, age_exclusion_hours(policy))
 
     # Apply conversation priority using assignment policy if available
     scope = if policy&.longest_waiting?
@@ -49,6 +49,12 @@ class AutoAssignment::AssignmentService
     scope.limit(limit)
   end
 
+  def age_exclusion_hours(policy)
+    return policy.exclude_older_than_hours if policy
+
+    AssignmentPolicy::DEFAULT_EXCLUDE_OLDER_THAN_HOURS
+  end
+
   def apply_age_exclusions(scope, hours_threshold)
     return scope if hours_threshold.blank?
 

db/migrate/20260710000000_change_captain_assistant_description_to_text.rb

@@ -0,0 +1,9 @@
+class ChangeCaptainAssistantDescriptionToText < ActiveRecord::Migration[7.0]
+  def up
+    change_column :captain_assistants, :description, :text
+  end
+
+  def down
+    change_column :captain_assistants, :description, :string
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2026_07_06_215758) do
+ActiveRecord::Schema[7.1].define(version: 2026_07_10_000000) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"
@@ -343,7 +343,7 @@ ActiveRecord::Schema[7.1].define(version: 2026_07_06_215758) do
   create_table "captain_assistants", force: :cascade do |t|
     t.string "name", null: false
     t.bigint "account_id", null: false
-    t.string "description"
+    t.text "description"
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
     t.jsonb "config", default: {}, null: false

enterprise/app/models/captain/assistant.rb

@@ -4,7 +4,7 @@
 #
 #  id                  :bigint           not null, primary key
 #  config              :jsonb            not null
-#  description         :string
+#  description         :text
 #  guardrails          :jsonb
 #  name                :string           not null
 #  response_guidelines :jsonb
@@ -17,6 +17,8 @@
 #  index_captain_assistants_on_account_id  (account_id)
 #
 class Captain::Assistant < ApplicationRecord
+  DESCRIPTION_LENGTH_LIMIT = 500
+
   include Avatarable
   include Concerns::CaptainToolsHelpers
   include Concerns::Agentable
@@ -39,7 +41,7 @@ class Captain::Assistant < ApplicationRecord
   store_accessor :config, :temperature, :feature_faq, :feature_memory, :feature_contact_attributes, :product_name
 
   validates :name, presence: true
-  validates :description, presence: true
+  validates :description, presence: true, length: { maximum: DESCRIPTION_LENGTH_LIMIT }
   validates :account_id, presence: true
 
   scope :ordered, -> { order(created_at: :desc) }

enterprise/app/models/captain/scenario.rb

@@ -21,6 +21,8 @@
 #  index_captain_scenarios_on_enabled                   (enabled)
 #
 class Captain::Scenario < ApplicationRecord
+  DESCRIPTION_LENGTH_LIMIT = 500
+
   include Concerns::CaptainToolsHelpers
   include Concerns::Agentable
 
@@ -43,7 +45,7 @@ class Captain::Scenario < ApplicationRecord
   belongs_to :account
 
   validates :title, presence: true
-  validates :description, presence: true
+  validates :description, presence: true, length: { maximum: DESCRIPTION_LENGTH_LIMIT }
   validates :instruction, presence: true
   validates :assistant_id, presence: true
   validates :account_id, presence: true

enterprise/app/services/captain/onboarding/website_analyzer_service.rb

@@ -97,7 +97,7 @@ class Captain::Onboarding::WebsiteAnalyzerService < Llm::BaseAiService
       Guidelines:
       - business_name: Extract the actual company/brand name from the content
       - suggested_assistant_name: Create a friendly, professional name that customers would want to interact with
-      - description: Provide context about the business and what the assistant can help with. Keep it general and adaptable rather than overly specific. For example: "You specialize in helping customers with their orders and product questions" or "You assist customers with their account needs and general inquiries"
+      - description: Provide context about the business and what the assistant can help with in no more than 500 characters. Keep it general and adaptable rather than overly specific. For example: "You specialize in helping customers with their orders and product questions" or "You assist customers with their account needs and general inquiries"
 
       Website content:
       #{@website_content}

enterprise/app/services/enterprise/auto_assignment/assignment_service.rb

@@ -60,7 +60,7 @@ module Enterprise::AutoAssignment::AssignmentService
     scope = inbox.conversations.unassigned.open
 
     # First apply the assignment policy's age exclusion (defaults to 7 days)
-    scope = apply_age_exclusions(scope, policy&.exclude_older_than_hours)
+    scope = apply_age_exclusions(scope, age_exclusion_hours(policy))
 
     # Then apply the capacity policy's exclusion rules (labels and age)
     scope = apply_exclusion_rules(scope)