first batch of task fixes

docs/auto-tag-customers-upon-product-purchase/README.md

@@ -36,15 +36,15 @@ mechanic/shopify/bulk_operation
 
 Configure this task with search terms that describe certain products, and this task will apply the tags of your choice to every customer who purchases a matching product or product variant. Run this task manually to tag all customers who have a qualifying order already on file.
 
-This task auto-tags customers who have paid orders on file for products or product variants that match the search query you add.
-
-Sample searches:
-
-* A specific SKU: search product variants for `sku:ABC123`
-* All products with a certain tag: search products for `tag:holiday`
-* All products with a certain type: search products for `product_type:"Gift Card"`
-* A product with a certain title: search products for `title:"Short sleeve t-shirt"`
-
+This task auto-tags customers who have paid orders on file for products or product variants that match the search query you add.
+
+Sample searches:
+
+* A specific SKU: search product variants for `sku:ABC123`
+* All products with a certain tag: search products for `tag:holiday`
+* All products with a certain type: search products for `product_type:"Gift Card"`
+* A product with a certain title: search products for `title:"Short sleeve t-shirt"`
+
 To ensure expected results, use this task with test mode enabled, before disabling test mode.
 
 ## Installing this task

docs/auto-tag-customers-upon-product-purchase/script.liquid

@@ -136,14 +136,11 @@
     {% assign job["reason"] = order_qualifying_resource | append: ", in order " | append: order.name %}
     {% assign jobs[jobs.size] = job %}
   {% endif %}
-{% elsif event.topic == "mechanic/user/trigger" %}
-  {% assign orders_query = "financial_status:paid" %}
 
+{% elsif event.topic == "mechanic/user/trigger" %}
   {% capture bulk_operation_query %}
     query {
-      customers(
-        query: "orders_count:>0"
-      ) {
+      customers {
         edges {
           node {
             __typename

docs/email-customers-when-tagged/README.md

@@ -36,8 +36,8 @@ mechanic/user/trigger
 
 Automatically send out an email to your customers when a tag is added to their account. Useful for sending approval emails, welcome emails if the customer was created with a certain tag, or any other emails related to an update to the customer's status. The most common use of this task is to send out emails to customers when their accounts are approved, but you can use this task to email customers any kind of alert you like, triggered by a simple tag. For example, some themes include an email subscription form that creates a customer record, pre-tagged with "email subscribe", or something to that effect.
 
-**Important note:** After saving this task for the first time (and every time you change the tag to watch for), click the "Run task" button. Mechanic will then scan your customers to find those who _already_ have the desired tag, and will make a note of them, so as to not email them in the future. (We require this to avoid suddenly sending a flood of emails to customers that were tagged before the Mechanic task was created.)
-
+**Important note:** After saving this task for the first time (and every time you change the tag to watch for), click the "Run task" button. Mechanic will then scan your customers to find those who _already_ have the desired tag, and will make a note of them, so as to not email them in the future. (We require this to avoid suddenly sending a flood of emails to customers that were tagged before the Mechanic task was created.)
+
 Enable the "Autotag customers after emailing" option to have Mechanic add "YOURTAGHERE-email-sent" to the customer's tags, when their email is sent out.
 
 ## Installing this task

docs/email-customers-when-tagged/script.liquid

@@ -137,23 +137,24 @@
       }
     {% endaction %}
   {% endif %}
+
 {% elsif event.topic == "mechanic/user/trigger" %}
-  {% assign customer_ids_to_mark = array %}
+  {% assign metafield_inputs = array %}
   {% assign cursor = nil %}
 
   {% for n in (0..100) %}
     {% capture query %}
       query {
-        customers(
-          first: 250
-          query: {{ approval_tag | json | prepend: "tag:" | json }}
+        customerSegmentMembers(
+          first: 1000
+          query: "customer_tags CONTAINS '{{ approval_tag }}'"
           after: {{ cursor | json }}
         ) {
           pageInfo {
             hasNextPage
+            endCursor
           }
           edges {
-            cursor
             node {
               id
               metafield(
@@ -174,14 +175,11 @@
       {% capture result_json %}
         {
           "data": {
-            "customers": {
-              "pageInfo": {
-                "hasNextPage": false
-              },
+            "customerSegmentMembers": {
               "edges": [
                 {
                   "node": {
-                    "id": "gid://shopify/Customer/1234567890",
+                    "id": "gid://shopify/CustomerSegmentMember/1234567890",
                     "metafield": null
                   }
                 }
@@ -194,68 +192,62 @@
       {% assign result = result_json | parse_json %}
     {% endif %}
 
-    {% for edge in result.data.customers.edges %}
-      {% if edge.node.metafield %}
-        {% continue %}
-      {% endif %}
+    {% assign customers = result.data.customerSegmentMembers.edges | map: "node" %}
+
+    {% comment %}
+      -- Note: Shopify API accepts CustomerSegmentMember IDs without needing replacement, at least for the metafieldsSet mutation
+    {% endcomment %}
 
-      {% assign customer_ids_to_mark[customer_ids_to_mark.size] = edge.node.id %}
+    {% for customer in customers %}
+      {% if customer.metafield == blank %}
+        {% assign metafield_input = hash %}
+        {% assign metafield_input["ownerId"] = customer.id %}
+        {% assign metafield_input["namespace"] = "mechanic" %}
+        {% assign metafield_input["key"] = tag_processed_metafield_key %}
+        {% assign metafield_input["type"] = "number_integer" %}
+        {% assign metafield_input["value"] = "1" %}
+        {% assign metafield_inputs = metafield_inputs | push: metafield_input %}
+      {% endif %}
     {% endfor %}
 
-    {% if result.data.customers.pageInfo.hasNextPage %}
-      {% assign cursor = result.data.customers.edges.last.cursor %}
+    {% if result.data.customerSegmentMembers.pageInfo.hasNextPage %}
+      {% assign cursor = result.data.customerSegmentMembers.pageInfo.endCursor %}
     {% else %}
       {% break %}
     {% endif %}
   {% endfor %}
 
-  {% assign metafields = array %}
+  {% if metafield_inputs != blank %}
+    {% assign groups_of_metafield_inputs = metafield_inputs | in_groups_of: 25, fill_with: false %}
 
-  {% for customer_id in customer_ids_to_mark %}
-    {% capture metafield %}
-      {
-        ownerId: {{ customer_id | json }}
-        namespace: "mechanic"
-        key: {{ tag_processed_metafield_key | json }}
-        type: "number_integer"
-        value: "1"
-      }
-    {% endcapture %}
-
-    {% assign metafields = metafields | push: metafield %}
-  {% endfor %}
-
-  {% assign groups_of_metafields = metafields | in_groups_of: 25, fill_with: false %}
-
-  {% for group_of_metafields in groups_of_metafields %}
-    {% action "shopify" %}
-      mutation {
-        metafieldsSet(
-          metafields: [
-            {{ group_of_metafields | join: newline }}
-          ]
-        ) {
-          metafields {
-            id
-            namespace
-            key
-            type
-            value
-            owner {
-              ... on Customer {
-                id
+    {% for group_of_metafield_inputs in groups_of_metafield_inputs %}
+      {% action "shopify" %}
+        mutation {
+          metafieldsSet(
+            metafields: {{ group_of_metafield_inputs | graphql_arguments }}
+          ) {
+            metafields {
+              id
+              namespace
+              key
+              type
+              value
+              owner {
+                ... on Customer {
+                  id
+                }
               }
             }
-          }
-          userErrors {
-            code
-            field
-            message
+            userErrors {
+              code
+              field
+              message
+            }
           }
         }
-      }
-    {% endaction %}
-  {% endfor %}
+      {% endaction %}
+    {% endfor %}
+  {% endif %}
 
   {% action "shopify" %}
     mutation {

docs/send-account-invites-to-all-customers-in-bulk/README.md

@@ -33,7 +33,9 @@ mechanic/shopify/bulk_operation
 
 Use this task to send out account invitations to all the customers you already have on file, with the push of a button. Optionally, filter by customer tag.
 
-This task sends the same Shopify-powered emails that are used when sending individual customer invitations ([see Shopify's documentation](https://help.shopify.com/en/manual/customers/customer-accounts#individual-invites)), and uses the same Shopify email template. A custom subject and message are not required, but will be included when specified.
+**Note**: Account invitations are only intended to work with [classic customer accounts](https://help.shopify.com/en/manual/customers/customer-accounts/classic-customer-accounts).
+
+This task sends the same Shopify-powered emails that are used when sending individual customer invitations, and uses the same Shopify email template. A custom subject and message are not required, but will be included when specified.
 
 ## Installing this task
 

docs/send-account-invites-to-all-customers-in-bulk/script.liquid

@@ -1,52 +1,84 @@
 {% if event.topic == "mechanic/user/trigger" %}
-  {% assign query = "state:DISABLED" %}
+  {% assign search_query = "customer_account_status = 'DISABLED'" %}
+
   {% if options.only_invite_customers_with_this_tag %}
-    {% assign query = query | append: " AND " | append: "tag:" | append: options.only_invite_customers_with_this_tag %}
+    {%- capture search_query -%}
+      {{ search_query }} AND customer_tags CONTAINS '{{ options.only_invite_customers_with_this_tag }}'
+    {%- endcapture -%}
   {% endif %}
 
-  {% capture bulk_operation_query %}
-    query {
-      customers (query: {{ query | json }} ) {
-        edges {
-          node {
-            __typename
-            legacyResourceId
+  {% assign cursor = nil %}
+  {% assign customers = array %}
+
+  {% comment %}
+    -- can query 1000 segment members at a time
+  {% endcomment %}
+
+  {% for n in (1..100) %}
+    {% capture query %}
+      query {
+        customerSegmentMembers(
+          first: 1000
+          after: {{ cursor | json }}
+          query: {{ search_query | json }}
+        ) {
+          pageInfo {
+            hasNextPage
+            endCursor
+          }
+          edges {
+            node {
+              id
+            }
           }
         }
       }
-    }
-  {% endcapture %}
-
-  {% action "shopify" %}
-    mutation {
-      bulkOperationRunQuery(
-        query: {{ bulk_operation_query | json }}
-      )	{
-        bulkOperation {
-          id
-          status
-        }
-        userErrors {
-          field
-          message
+    {% endcapture %}
+
+    {% assign result = query | shopify %}
+
+    {% if event.preview %}
+      {% capture result_json %}
+        {
+          "data": {
+            "customerSegmentMembers": {
+              "edges": [
+                {
+                  "node": {
+                    "id": "gid://shopify/CustomerSegmentMember/1234567890"
+                  }
+                }
+              ]
+            }
+          }
         }
-      }
-    }
-  {% endaction %}
-
-{% elsif event.topic == "mechanic/shopify/bulk_operation" %}
-  {% assign customers = bulkOperation.objects | where: "__typename", "Customer" %}
-  {% if event.preview %}
-    {% assign customers = array %}
-    {% assign customers[0] = hash %}
-    {% assign customers[0]["legacyResourceId"] = 12345 %}
-  {% endif %}  
-  {% for customer in customers %}
+      {% endcapture %}
+
+      {% assign result = result_json | parse_json %}
+    {% endif %}
+
+    {% assign customers
+      = result.data.customerSegmentMembers.edges
+      | map: "node"
+      | concat: customers
+    %}
 
+    {% if result.data.customers.pageInfo.hasNextPage %}
+      {% assign cursor = result.data.customers.pageInfo.endCursor %}
+    {% else %}
+      {% break %}
+    {% endif %}
+  {% endfor %}
+
+  {% comment %}
+    -- send invite to all customers with disabled accounts using REST (there is no equivalent GraphQL mutation)
+  {% endcomment %}
+
+  {% for customer in customers %}
     {% action "shopify" %}
       [
         "post",
-        "/admin/customers/{{ customer.legacyResourceId }}/send_invite.json",
+        "/admin/customers/{{ customer.id | remove: "gid://shopify/CustomerSegmentMember/" }}/send_invite.json",
         {
           "customer_invite": {
             "subject": {{ options.custom_subject | json }},