Customer Timeline Export

Purpose

Produces a complete, chronological dossier for a single customer. Pulls the customer record (identity, marketing consent, lifetime totals, tags, notes, addresses) and every order they've placed (with line items, fulfillments, refunds, and returns) and emits one merged CSV plus a human-readable timeline. Used by support agents handling escalations, by data export requests, and as the source-of-truth dump before an account merge or deletion. Read-only — no mutations.

Prerequisites

Parameters

Safety

> ℹ️ Read-only skill — no mutations are executed. Safe to run at any time. Output contains personally identifiable information — handle the resulting CSV with the same care as any customer export and delete it once the support case is closed.

Workflow Steps

Inputs: id: , select identity fields, lifetime aggregates, tags, note, marketing consent, addresses, createdAt

Expected output: Customer header record; abort with a clear error if null

Inputs: query: "customer_id:", first: 250, sortKey: CREATED_AT, reverse: true, select id, name, createdAt, processedAt, displayFinancialStatus, displayFulfillmentStatus, totalPriceSet, totalShippingPriceSet, totalDiscountsSet, lineItems(first: 50) { node { id title quantity sku discountedTotalSet variant { sku } } }, fulfillments { id status deliveredAt trackingInfo { number url } }, refunds { id createdAt totalRefundedSet refundLineItems(first: 50) { node { lineItem { id title } quantity subtotalSet } } }, pagination cursor (stop at max_orders if set)

Expected output: Full chronological order list with embedded refunds and fulfillments

GraphQL Operations

# customer:query — validated against api_version 2025-01
query CustomerHeaderForTimeline($id: ID!) {
  customer(id: $id) {
    id
    displayName
    firstName
    lastName
    defaultEmailAddress { emailAddress }
    phone
    note
    tags
    numberOfOrders
    amountSpent { amount currencyCode }
    emailMarketingConsent { marketingState marketingOptInLevel consentUpdatedAt }
    smsMarketingConsent { marketingState marketingOptInLevel consentUpdatedAt }
    addresses(first: 25) {
      id firstName lastName address1 address2 city provinceCode countryCodeV2 zip phone
    }
    defaultAddress { id }
    createdAt
    updatedAt
  }
}

# orders:query — validated against api_version 2025-01
query CustomerOrdersForTimeline($query: String!, $after: String) {
  orders(first: 250, after: $after, query: $query, sortKey: CREATED_AT, reverse: true) {
    edges {
      node {
        id
        name
        createdAt
        processedAt
        displayFinancialStatus
        displayFulfillmentStatus
        cancelledAt
        cancelReason
        totalPriceSet { shopMoney { amount currencyCode } }
        totalShippingPriceSet { shopMoney { amount currencyCode } }
        totalDiscountsSet { shopMoney { amount currencyCode } }
        lineItems(first: 50) {
          edges { node {
            id title quantity sku
            discountedTotalSet { shopMoney { amount currencyCode } }
            variant { id sku }
          } }
        }
        fulfillments {
          id status deliveredAt
          trackingInfo { number url company }
        }
        refunds {
          id
          createdAt
          totalRefundedSet { shopMoney { amount currencyCode } }
          refundLineItems(first: 50) {
            edges { node {
              quantity
              lineItem { id title }
              subtotalSet { shopMoney { amount currencyCode } }
            } }
          }
        }
      }
    }
    pageInfo { hasNextPage endCursor }
  }
}

Session Tracking

Claude MUST emit the following output at each stage. This is mandatory.

On start, emit:

╔══════════════════════════════════════════════╗
║  SKILL: Customer Timeline Export             ║
║  Store: <store domain>                       ║
║  Started: <YYYY-MM-DD HH:MM UTC>             ║
╚══════════════════════════════════════════════╝

After each step, emit:

[N/TOTAL] <QUERY|MUTATION>  <OperationName>
          → Params: <brief summary of key inputs>
          → Result: <count or outcome>

On completion, emit:

For format: human (default):

══════════════════════════════════════════════
CUSTOMER TIMELINE
  Customer:        <name> (<email>)  ID: <customer_id>
  Joined:          <createdAt>
  Lifetime spend:  $<amount> <currency>   Total orders: <n>   Refunds total: $<amount>
  Tags:            <list>
  Email consent:   <state> (since <date>)   SMS consent: <state> (since <date>)

  Recent timeline (most recent first):
    <date>  ORDER   <name>  $<amount>  <financial> / <fulfillment>
    <date>  REFUND  <id>    $<amount>
    <date>  RETURN  <id>    items: <n>
    ...
  Output: customer_timeline_<customer_id>_<date>.csv
══════════════════════════════════════════════

For format: json, emit:

{
  "skill": "customer-timeline-export",
  "store": "<domain>",
  "customer_id": "<gid>",
  "header": {
    "name": "<string>", "email": "<string>", "phone": "<string>",
    "joined": "<ISO8601>", "lifetime_spend": 0, "currency": "USD",
    "total_orders": 0, "tags": [],
    "email_consent": "<state>", "sms_consent": "<state>"
  },
  "totals": { "orders": 0, "refunds_count": 0, "refunds_amount": 0 },
  "output_file": "customer_timeline_<customer_id>_<date>.csv"
}

Output Format

CSV file customer_timeline__.csv with columns:

event_datetime, event_type, event_id, order_name, line_item_title, sku, quantity, amount, currency, financial_status, fulfillment_status, tracking_number, notes

Event types include: customer_created, order_placed, order_fulfilled, order_delivered, order_cancelled, refund_issued, return_initiated.

Error Handling

Best Practices