Allow balanced assignment in ConditionAutoTransfer if multiple cohorts match#1014
Merged
rasmi merged 1 commit intoPAIR-code:mainfrom Feb 17, 2026
Merged
Allow balanced assignment in ConditionAutoTransfer if multiple cohorts match#1014rasmi merged 1 commit intoPAIR-code:mainfrom
rasmi merged 1 commit intoPAIR-code:mainfrom
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jimbojw
approved these changes
Feb 17, 2026
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Added
enableGroupBalancingoption toConditionAutoTransferConfigin the transfer stage. When enabled, participants matching multiple transfer groups with the same condition are balanced across target cohorts instead of always being assigned to the first matching group.Motivation
In experiments with multiple cohort variants sharing the same eligibility condition (e.g., two cohorts with the same variable values, except in different order), the default first-match-wins behavior sends all participants to the first group.
enableGroupBalancingdistributes participants evenly by selecting the group whose target cohort has the fewest participants. This is sort of a hack, but useful nonetheless, as the default behavior may be undesirable in some cases.Changes
utils/src/stages/transfer_stage.tsenableGroupBalancing?: booleantoConditionAutoTransferConfiginterface (defaults tofalse)createConditionAutoTransferConfigfactory to pass through the fieldfunctions/src/participant.utils.tshandleConditionAutoTransfergroup selection logic:enableGroupBalancingisfalse(default): unchanged first-match-wins behaviorenableGroupBalancingistrue: collects all ready groups, fetches target cohort sizes, and picks the group with the fewest participants (first match as tiebreaker)functions/src/cohort_definitions.integration.test.ts