| 1 |
<?php |
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|
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namespace FluentCart\App\Modules\MCP\Tools; |
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|
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use FluentCart\App\Helpers\Helper; |
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use FluentCart\App\Models\Customer; |
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use FluentCart\App\Modules\MCP\Support\MCPHelper; |
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use FluentCart\App\Modules\MCP\Support\PermissionGate; |
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use FluentCart\Api\Resource\CustomerResource; |
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|
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/** |
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* Customer tools — find customers, then load one's 360° view. |
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* |
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* Parameter design: |
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* - list-customers filters on the metrics owners actually segment by (LTV, |
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* purchase count, location, first/last purchase window). LTV/min_ltv are in |
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* store currency, not cents. |
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* - AOV is computed (ltv ÷ purchase_count) rather than read from the stored |
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* column, so it's always internally consistent with the LTV we show. |
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* - get-customer is lean by default (profile + metrics); orders, subscriptions, |
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* addresses, labels, notes are opt-in via include[]. with_orders_limit |
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* bounds the order history so a whale's account can't flood context. |
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*/ |
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class CustomerTools |
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{ |
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public static function definitions() |
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{ |
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return [ |
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'fluent-cart/list-customers' => [ |
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'label' => __('List Customers', 'fluent-cart'), |
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'description' => __('Find and filter customers. Compact rows with LTV, order count, AOV, and location. For one customer\'s full history use get-customer. min_ltv is in store currency (e.g. 500), not cents.', 'fluent-cart'), |
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'input_schema' => [ |
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'type' => 'object', |
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'properties' => [ |
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'search' => ['type' => 'string', 'description' => 'Matches name or email.'], |
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'status' => ['type' => 'string', 'enum' => ['active', 'archived']], |
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'country' => ['type' => 'string', 'description' => 'ISO-2 country code.'], |
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'state' => ['type' => 'string'], |
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'city' => ['type' => 'string'], |
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'min_ltv' => ['type' => 'number', 'description' => 'Minimum lifetime value in store currency.'], |
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'min_purchase_count' => ['type' => 'integer'], |
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'first_purchase_after' => ['type' => 'string', 'description' => 'YYYY-MM-DD or ISO 8601, UTC.'], |
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'last_purchase_after' => ['type' => 'string', 'description' => 'YYYY-MM-DD or ISO 8601, UTC.'], |
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'last_purchase_before' => ['type' => 'string', 'description' => 'YYYY-MM-DD or ISO 8601, UTC.'], |
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'sort_by' => ['type' => 'string', 'enum' => ['id', 'ltv', 'purchase_count', 'last_purchase_date', 'created_at'], 'default' => 'ltv'], |
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'sort_type' => ['type' => 'string', 'enum' => ['ASC', 'DESC'], 'default' => 'DESC'], |
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'page' => ['type' => 'integer', 'default' => 1], |
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'per_page' => ['type' => 'integer', 'default' => 15, 'description' => 'Max 100.'], |
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], |
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], |
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'execute_callback' => [self::class, 'listCustomers'], |
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'permission_callback' => function () { |
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return PermissionGate::can('customers/view'); |
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}, |
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'annotations' => ['readonly' => true], |
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], |
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|
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'fluent-cart/get-customer' => [ |
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'label' => __('Get Customer', 'fluent-cart'), |
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'description' => __('Full profile + metrics for one customer. Identify by customer_id OR email. Add include[] for orders, subscriptions, addresses, labels, notes. Use with_orders_limit to bound order history.', 'fluent-cart'), |
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'input_schema' => [ |
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'type' => 'object', |
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'properties' => [ |
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'customer_id' => ['type' => 'integer'], |
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'email' => ['type' => 'string'], |
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'include' => [ |
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'type' => 'array', |
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'items' => ['type' => 'string', 'enum' => ['orders', 'subscriptions', 'addresses', 'labels', 'notes']], |
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'description' => 'Optional sections. Profile + metrics are always returned.', |
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], |
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'with_orders_limit' => ['type' => 'integer', 'default' => 10, 'description' => 'Cap on orders when include has orders. Max 50.'], |
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], |
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], |
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'execute_callback' => [self::class, 'getCustomer'], |
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'permission_callback' => function () { |
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return PermissionGate::can('customers/view'); |
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}, |
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'annotations' => ['readonly' => true], |
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], |
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|
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'fluent-cart/upsert-customer' => [ |
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'label' => __('Create or Update Customer', 'fluent-cart'), |
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'description' => __('Create a customer or update an existing one. Identify by customer_id to update, or email to create or match. On create, email is required. Only the fields you pass change. Set status to archived to deactivate; there is no hard delete. Use new_email to rename. if_exists handles a matched email: merge updates, skip leaves it, error returns a conflict.', 'fluent-cart'), |
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'input_schema' => [ |
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'type' => 'object', |
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'properties' => [ |
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'customer_id' => ['type' => 'integer'], |
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'email' => ['type' => 'string', 'description' => 'Required to create; used to match on update.'], |
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'new_email' => ['type' => 'string', 'description' => 'Rename an existing customer in place.'], |
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'first_name' => ['type' => 'string'], |
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'last_name' => ['type' => 'string'], |
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'status' => ['type' => 'string', 'enum' => ['active', 'archived']], |
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'city' => ['type' => 'string'], |
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'state' => ['type' => 'string'], |
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'country' => ['type' => 'string', 'description' => 'ISO-2 country code.'], |
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'postcode' => ['type' => 'string'], |
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'if_exists' => ['type' => 'string', 'enum' => ['merge', 'skip', 'error'], 'default' => 'merge'], |
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], |
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], |
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'execute_callback' => [self::class, 'upsertCustomer'], |
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'permission_callback' => function () { |
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return PermissionGate::can('customers/manage'); |
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}, |
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], |
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]; |
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} |
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|
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public static function upsertCustomer($params = []) |
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{ |
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$ifExists = (isset($params['if_exists']) && in_array($params['if_exists'], ['merge', 'skip', 'error'], true)) ? $params['if_exists'] : 'merge'; |
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|
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// Reject invalid emails up front — sanitize_email() silently returns '' |
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// for garbage input, which would otherwise create an empty-email customer. |
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foreach (['email', 'new_email'] as $emailField) { |
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if (isset($params[$emailField]) && $params[$emailField] !== '') { |
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$clean = sanitize_email($params[$emailField]); |
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if (!$clean || !is_email($clean)) { |
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return MCPHelper::error( |
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'invalid_email', |
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sprintf( |
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/* translators: 1: field name */ |
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__('The provided %1$s is not a valid email address.', 'fluent-cart'), |
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$emailField |
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), |
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['fields' => [$emailField]] |
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); |
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} |
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} |
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} |
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|
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$existing = null; |
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if (!empty($params['customer_id'])) { |
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$existing = Customer::query()->where('id', (int) $params['customer_id'])->first(); |
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if (!$existing) { |
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return MCPHelper::error('customer_not_found', __('No customer found for the given customer_id.', 'fluent-cart')); |
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} |
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} elseif (!empty($params['email'])) { |
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$existing = Customer::query()->where('email', sanitize_email($params['email']))->first(); |
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} else { |
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return MCPHelper::error('missing_identifier', __('Provide customer_id to update, or email to create or match.', 'fluent-cart'), ['fields' => ['customer_id', 'email']]); |
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} |
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|
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$fields = self::writableFields($params); |
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|
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if ($existing) { |
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if ($ifExists === 'skip') { |
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return MCPHelper::envelope(__('Customer already exists; left unchanged.', 'fluent-cart'), ['customer_id' => (int) $existing->id, 'action' => 'skipped']); |
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} |
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if ($ifExists === 'error') { |
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return MCPHelper::error('customer_exists', __('A customer with this identifier already exists.', 'fluent-cart'), ['customer_id' => (int) $existing->id]); |
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} |
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if (!empty($params['new_email'])) { |
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$newEmail = sanitize_email($params['new_email']); |
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$taken = Customer::query()->where('email', $newEmail)->where('id', '!=', $existing->id)->first(); |
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if ($taken) { |
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return MCPHelper::error('email_taken', __('Another customer already uses that email.', 'fluent-cart')); |
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} |
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$fields['email'] = $newEmail; |
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} |
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if ($fields) { |
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$existing->fill($fields); |
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$existing->save(); |
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} |
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$existing = Customer::query()->where('id', $existing->id)->first(); |
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return MCPHelper::envelope( |
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self::label($existing, (int) $existing->ltv), |
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['customer_id' => (int) $existing->id, 'action' => 'updated', 'name' => MCPHelper::personName($existing), 'email' => $existing->email, 'status' => $existing->status] |
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); |
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} |
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|
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if (empty($params['email'])) { |
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return MCPHelper::error('missing_param', __('email is required to create a customer.', 'fluent-cart')); |
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} |
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$fields['email'] = sanitize_email($params['email']); |
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if (empty($fields['status'])) { |
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$fields['status'] = 'active'; |
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} |
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|
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// Delegate to the resource layer: it normalizes the name, links an |
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// existing WP user via user_id, and uses firstOrCreate so a concurrent |
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// create matches rather than duplicating — none of which a raw |
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// Customer::create() does. |
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$result = CustomerResource::create($fields); |
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if (is_wp_error($result)) { |
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return MCPHelper::error('customer_create_failed', $result->get_error_message(), ['retryable' => true]); |
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} |
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$customer = is_array($result) && isset($result['data']) ? $result['data'] : null; |
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if (!is_object($customer) || empty($customer->id)) { |
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return MCPHelper::error('customer_create_failed', __('Customer creation failed.', 'fluent-cart')); |
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} |
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|
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return MCPHelper::envelope( |
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self::label($customer, (int) $customer->ltv), |
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['customer_id' => (int) $customer->id, 'action' => 'created', 'name' => MCPHelper::personName($customer), 'email' => $customer->email, 'status' => $customer->status] |
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); |
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} |
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|
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private static function writableFields($params) |
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{ |
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$out = []; |
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foreach (['first_name', 'last_name', 'status', 'city', 'state', 'country', 'postcode'] as $f) { |
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if (isset($params[$f])) { |
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$out[$f] = sanitize_text_field($params[$f]); |
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} |
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} |
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if (isset($out['status']) && !in_array($out['status'], ['active', 'archived'], true)) { |
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unset($out['status']); |
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} |
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return $out; |
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} |
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|
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public static function listCustomers($params = []) |
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{ |
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$paging = MCPHelper::pagination($params); |
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$query = Customer::query(); |
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|
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if (!empty($params['search'])) { |
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$like = '%' . sanitize_text_field($params['search']) . '%'; |
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$query->where(function ($q) use ($like) { |
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$q->where('email', 'LIKE', $like) |
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->orWhere('first_name', 'LIKE', $like) |
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->orWhere('last_name', 'LIKE', $like); |
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}); |
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} |
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|
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foreach (['status', 'country', 'state', 'city'] as $col) { |
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if (!empty($params[$col])) { |
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$query->where($col, sanitize_text_field($params[$col])); |
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} |
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} |
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|
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if (isset($params['min_ltv'])) { |
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$query->where('ltv', '>=', Helper::toCent($params['min_ltv'])); |
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} |
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if (isset($params['min_purchase_count'])) { |
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$query->where('purchase_count', '>=', (int) $params['min_purchase_count']); |
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} |
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$dateFilters = [ |
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'first_purchase_after' => ['first_purchase_date', '>='], |
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'last_purchase_after' => ['last_purchase_date', '>='], |
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'last_purchase_before' => ['last_purchase_date', '<='], |
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]; |
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foreach ($dateFilters as $field => $spec) { |
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if (empty($params[$field])) { |
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continue; |
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} |
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$date = self::toDbDate($params[$field]); |
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if ($date === null) { |
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return self::invalidDateError($field); |
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} |
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$query->where($spec[0], $spec[1], $date); |
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} |
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|
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$sortBy = self::allowed($params, 'sort_by', ['id', 'ltv', 'purchase_count', 'last_purchase_date', 'created_at'], 'ltv'); |
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$sortType = strtoupper(isset($params['sort_type']) ? $params['sort_type'] : 'DESC') === 'ASC' ? 'ASC' : 'DESC'; |
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$query->orderBy($sortBy, $sortType); |
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if ($sortBy !== 'id') { |
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$query->orderBy('id', 'DESC'); |
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} |
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|
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$paginator = $query->paginate($paging['per_page'], ['*'], 'page', $paging['page']); |
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$total = self::total($paginator); |
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|
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$rows = []; |
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foreach (MCPHelper::paginatorItems($paginator) as $customer) { |
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$rows[] = self::formatRow($customer); |
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} |
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|
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return MCPHelper::envelope( |
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sprintf( |
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/* translators: %d: number of matching customers */ |
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_n('%d customer found.', '%d customers found.', $total, 'fluent-cart'), |
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$total |
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), |
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['customers' => $rows], |
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MCPHelper::pagingMeta($paginator) |
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); |
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} |
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|
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private static function formatRow($customer) |
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{ |
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$ltv = (int) $customer->ltv; |
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$count = (int) $customer->purchase_count; |
| 284 |
|
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return [ |
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'customer_id' => (int) $customer->id, |
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'label' => self::label($customer, $ltv), |
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'name' => MCPHelper::personName($customer), |
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'email' => $customer->email, |
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'status' => $customer->status, |
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'ltv' => MCPHelper::moneyCompact($ltv), |
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'purchase_count' => $count, |
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'aov' => MCPHelper::moneyCompact(self::aovCents($ltv, $count)), |
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'location' => self::location($customer), |
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'last_purchase_date' => MCPHelper::toIso8601($customer->last_purchase_date), |
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]; |
| 297 |
} |
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|
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private static function label($customer, $ltvCents) |
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{ |
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$name = MCPHelper::personName($customer); |
| 302 |
if (!$name) { |
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$name = $customer->email; |
| 304 |
} |
| 305 |
|
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return sprintf( |
| 307 |
/* translators: 1: customer name, 2: email, 3: lifetime value */ |
| 308 |
__('%1$s [%2$s] — LTV %3$s', 'fluent-cart'), |
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$name, |
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$customer->email, |
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MCPHelper::displayAmount($ltvCents) |
| 312 |
); |
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} |
| 314 |
|
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public static function getCustomer($params = []) |
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{ |
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$customer = self::resolve($params); |
| 318 |
if (is_wp_error($customer)) { |
| 319 |
return $customer; |
| 320 |
} |
| 321 |
|
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$include = isset($params['include']) ? (array) $params['include'] : []; |
| 323 |
$ltv = (int) $customer->ltv; |
| 324 |
$count = (int) $customer->purchase_count; |
| 325 |
|
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$data = [ |
| 327 |
'customer_id' => (int) $customer->id, |
| 328 |
'name' => MCPHelper::personName($customer), |
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'email' => $customer->email, |
| 330 |
'status' => $customer->status, |
| 331 |
'wp_user_id' => $customer->user_id ? (int) $customer->user_id : null, |
| 332 |
'location' => self::location($customer), |
| 333 |
'metrics' => [ |
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'ltv' => MCPHelper::money($ltv), |
| 335 |
'purchase_count' => $count, |
| 336 |
'aov' => MCPHelper::money(self::aovCents($ltv, $count)), |
| 337 |
'first_purchase_date' => MCPHelper::toIso8601($customer->first_purchase_date), |
| 338 |
'last_purchase_date' => MCPHelper::toIso8601($customer->last_purchase_date), |
| 339 |
], |
| 340 |
'created_at' => MCPHelper::toIso8601($customer->created_at), |
| 341 |
]; |
| 342 |
|
| 343 |
if (in_array('addresses', $include, true)) { |
| 344 |
$data['addresses'] = self::addresses($customer); |
| 345 |
} |
| 346 |
if (in_array('orders', $include, true)) { |
| 347 |
$limit = isset($params['with_orders_limit']) ? min(max((int) $params['with_orders_limit'], 1), 50) : 10; |
| 348 |
$data['orders'] = self::orders($customer, $limit); |
| 349 |
} |
| 350 |
if (in_array('subscriptions', $include, true)) { |
| 351 |
$data['subscriptions'] = self::subscriptions($customer); |
| 352 |
} |
| 353 |
if (in_array('labels', $include, true)) { |
| 354 |
$data['labels'] = self::labels($customer); |
| 355 |
} |
| 356 |
if (in_array('notes', $include, true)) { |
| 357 |
$data['notes'] = MCPHelper::htmlToText($customer->notes); |
| 358 |
} |
| 359 |
|
| 360 |
return MCPHelper::envelope(self::label($customer, $ltv), $data); |
| 361 |
} |
| 362 |
|
| 363 |
private static function resolve($params) |
| 364 |
{ |
| 365 |
if (!empty($params['customer_id'])) { |
| 366 |
$customer = Customer::query()->where('id', (int) $params['customer_id'])->first(); |
| 367 |
} elseif (!empty($params['email'])) { |
| 368 |
$customer = Customer::query()->where('email', sanitize_email($params['email']))->first(); |
| 369 |
} else { |
| 370 |
return MCPHelper::error('missing_identifier', __('Provide customer_id or email.', 'fluent-cart'), ['fields' => ['customer_id', 'email']]); |
| 371 |
} |
| 372 |
|
| 373 |
if (!$customer) { |
| 374 |
return MCPHelper::error('customer_not_found', __('No customer found for the given identifier.', 'fluent-cart')); |
| 375 |
} |
| 376 |
|
| 377 |
return $customer; |
| 378 |
} |
| 379 |
|
| 380 |
private static function addresses($customer) |
| 381 |
{ |
| 382 |
$customer->load('billing_address', 'shipping_address'); |
| 383 |
return [ |
| 384 |
'billing' => self::addressList($customer->billing_address), |
| 385 |
'shipping' => self::addressList($customer->shipping_address), |
| 386 |
]; |
| 387 |
} |
| 388 |
|
| 389 |
private static function addressList($addresses) |
| 390 |
{ |
| 391 |
if (!$addresses) { |
| 392 |
return []; |
| 393 |
} |
| 394 |
$out = []; |
| 395 |
foreach ($addresses as $addr) { |
| 396 |
$out[] = [ |
| 397 |
'name' => $addr->name, |
| 398 |
'address_1' => $addr->address_1, |
| 399 |
'address_2' => $addr->address_2, |
| 400 |
'city' => $addr->city, |
| 401 |
'state' => $addr->state, |
| 402 |
'postcode' => $addr->postcode, |
| 403 |
'country' => $addr->country, |
| 404 |
'phone' => $addr->phone, |
| 405 |
'is_primary' => (bool) $addr->is_primary, |
| 406 |
]; |
| 407 |
} |
| 408 |
return $out; |
| 409 |
} |
| 410 |
|
| 411 |
private static function orders($customer, $limit) |
| 412 |
{ |
| 413 |
$orders = $customer->orders()->orderBy('id', 'DESC')->limit($limit)->get(); |
| 414 |
$out = []; |
| 415 |
foreach ($orders as $order) { |
| 416 |
$out[] = [ |
| 417 |
'order_id' => (int) $order->id, |
| 418 |
'number' => $order->invoice_no ? $order->invoice_no : (string) $order->id, |
| 419 |
'status' => $order->status, |
| 420 |
'payment_status' => $order->payment_status, |
| 421 |
'total' => MCPHelper::moneyCompact($order->total_amount), |
| 422 |
'created_at' => MCPHelper::toIso8601($order->created_at), |
| 423 |
]; |
| 424 |
} |
| 425 |
return $out; |
| 426 |
} |
| 427 |
|
| 428 |
private static function subscriptions($customer) |
| 429 |
{ |
| 430 |
$subs = $customer->subscriptions()->orderBy('id', 'DESC')->get(); |
| 431 |
$out = []; |
| 432 |
foreach ($subs as $sub) { |
| 433 |
$out[] = [ |
| 434 |
'id' => (int) $sub->id, |
| 435 |
'status' => $sub->status, |
| 436 |
'item_name' => $sub->item_name, |
| 437 |
'recurring_total' => MCPHelper::moneyCompact($sub->recurring_total), |
| 438 |
'billing_interval' => $sub->billing_interval, |
| 439 |
'next_billing_date' => MCPHelper::toIso8601($sub->next_billing_date), |
| 440 |
]; |
| 441 |
} |
| 442 |
return $out; |
| 443 |
} |
| 444 |
|
| 445 |
private static function labels($customer) |
| 446 |
{ |
| 447 |
$customer->load('labels'); |
| 448 |
$out = []; |
| 449 |
if (!$customer->relationLoaded('labels')) { |
| 450 |
return $out; |
| 451 |
} |
| 452 |
foreach ($customer->labels as $label) { |
| 453 |
$out[] = ['id' => (int) $label->id, 'title' => $label->title]; |
| 454 |
} |
| 455 |
return $out; |
| 456 |
} |
| 457 |
|
| 458 |
private static function location($customer) |
| 459 |
{ |
| 460 |
$parts = array_filter([$customer->city, $customer->state, $customer->country]); |
| 461 |
return $parts ? implode(', ', $parts) : null; |
| 462 |
} |
| 463 |
|
| 464 |
private static function aovCents($ltvCents, $count) |
| 465 |
{ |
| 466 |
return $count > 0 ? (int) round($ltvCents / $count) : 0; |
| 467 |
} |
| 468 |
|
| 469 |
private static function allowed($params, $key, array $allowed, $default) |
| 470 |
{ |
| 471 |
$val = isset($params[$key]) ? $params[$key] : $default; |
| 472 |
return in_array($val, $allowed, true) ? $val : $default; |
| 473 |
} |
| 474 |
|
| 475 |
private static function total($paginator) |
| 476 |
{ |
| 477 |
return MCPHelper::paginatorTotal($paginator); |
| 478 |
} |
| 479 |
|
| 480 |
private static function toDbDate($value) |
| 481 |
{ |
| 482 |
try { |
| 483 |
return (new \DateTime((string) $value, new \DateTimeZone('UTC')))->format('Y-m-d H:i:s'); |
| 484 |
} catch (\Exception $e) { |
| 485 |
// Return null so callers reject the input. An epoch fallback would |
| 486 |
// silently turn a typo'd date bound into an unbounded "match all". |
| 487 |
return null; |
| 488 |
} |
| 489 |
} |
| 490 |
|
| 491 |
private static function invalidDateError($field) |
| 492 |
{ |
| 493 |
return MCPHelper::error( |
| 494 |
'invalid_date', |
| 495 |
sprintf( |
| 496 |
/* translators: 1: field name */ |
| 497 |
__('%1$s is not a valid date. Use YYYY-MM-DD or ISO 8601.', 'fluent-cart'), |
| 498 |
$field |
| 499 |
), |
| 500 |
['fields' => [$field]] |
| 501 |
); |
| 502 |
} |
| 503 |
} |
| 504 |
|
