Files
chatwoot/app/services/auto_assignment/assignment_service.rb
T
df79c0bbde 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>
2026-06-23 12:22:45 +05:30

139 lines
3.9 KiB
Ruby

class AutoAssignment::AssignmentService
pattr_initialize [:inbox!]
def perform_bulk_assignment(limit: 100)
return 0 unless inbox.auto_assignment_v2_enabled?
return 0 unless inbox.enable_auto_assignment?
conversations = unassigned_conversations(limit).to_a
return 0 if conversations.empty?
return 0 if inbox.available_agents.empty?
assigned_count = 0
conversations.each do |conversation|
assigned_count += 1 if perform_for_conversation(conversation)
end
assigned_count
end
private
def perform_for_conversation(conversation)
return false unless assignable?(conversation)
agent = find_available_agent(conversation)
return false unless agent
assign_conversation(conversation, agent)
end
def assignable?(conversation)
conversation.status == 'open' &&
conversation.assignee_id.nil?
end
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)
policy = inbox.assignment_policy
scope = apply_age_exclusions(scope, policy&.exclude_older_than_hours)
# Apply conversation priority using assignment policy if available
scope = if policy&.longest_waiting?
scope.reorder(last_activity_at: :asc, created_at: :asc)
else
scope.reorder(created_at: :asc)
end
scope.limit(limit)
end
def apply_age_exclusions(scope, hours_threshold)
return scope if hours_threshold.blank?
hours = hours_threshold.to_i
return scope unless hours.positive?
# Use last_activity_at so reopened/active conversations aren't excluded by their original created_at
scope.where('conversations.last_activity_at >= ?', hours.hours.ago)
end
def find_available_agent(conversation = nil)
agents = filter_agents_by_team(inbox.available_agents, conversation)
return nil if agents.nil?
agents = filter_agents_by_rate_limit(agents)
return nil if agents.empty?
round_robin_selector.select_agent(agents)
end
def filter_agents_by_team(agents, conversation)
return agents if conversation&.team_id.blank?
team = conversation.team
return nil if team.blank? || team.allow_auto_assign.blank?
team_member_ids = team.members.ids
agents.where(user_id: team_member_ids)
end
def filter_agents_by_rate_limit(agents)
agents.select do |agent_member|
rate_limiter = build_rate_limiter(agent_member.user)
rate_limiter.within_limit?
end
end
def assign_conversation(conversation, agent)
return false unless claim_and_assign(conversation, agent)
conversation.reload
rate_limiter = build_rate_limiter(agent)
rate_limiter.track_assignment(conversation)
dispatch_assignment_event(conversation, agent)
true
end
# Atomically claim the row so two bulk runs that overlap (the in-flight gate
# is best-effort and can lapse on TTL) can't both assign the same conversation.
def claim_and_assign(conversation, agent)
Current.executed_by = inbox.assignment_policy || inbox
Conversation.transaction do
locked = inbox.conversations
.where(id: conversation.id, assignee_id: nil)
.lock('FOR UPDATE SKIP LOCKED')
.first
next false unless locked
locked.update!(assignee: agent)
true
end
ensure
Current.executed_by = nil
end
def dispatch_assignment_event(conversation, agent)
Rails.configuration.dispatcher.dispatch(
Events::Types::ASSIGNEE_CHANGED,
Time.zone.now,
conversation: conversation,
user: agent
)
end
def build_rate_limiter(agent)
AutoAssignment::RateLimiter.new(inbox: inbox, agent: agent)
end
def round_robin_selector
@round_robin_selector ||= AutoAssignment::RoundRobinSelector.new(inbox: inbox)
end
end
AutoAssignment::AssignmentService.prepend_mod_with('AutoAssignment::AssignmentService')