Automattic\WooCommerce\Internal\Admin\Orders\MetaBoxes

CustomerHistory{}WC 8.5.0

Class CustomerHistory

Usage

$CustomerHistory = new CustomerHistory();
// use class methods

Methods

  1. public output( WC_Order $order )
  2. private get_customer_history( WC_Order $order )
  3. private get_excluded_statuses()
  4. private get_excluded_statuses_sql()
  5. private query_cpt( int $customer_report_id )
  6. private query_hpos( int $customer_id, string $billing_email )

Changelog

Since 8.5.0 Introduced.

CustomerHistory{} code WC 10.8.1

class CustomerHistory {

	/**
	 * Memoized excluded statuses to avoid redundant option reads and filter calls per request.
	 *
	 * @var string[]|null
	 */
	private $excluded_statuses = null;

	/**
	 * Output the customer history template for the order.
	 *
	 * @param WC_Order $order The order object.
	 *
	 * @return void
	 */
	public function output( WC_Order $order ): void {
		// No history when adding a new order.
		if ( 'auto-draft' === $order->get_status() ) {
			return;
		}

		$customer_history = $this->get_customer_history( $order );

		wc_get_template( 'order/customer-history.php', $customer_history );
	}

	/**
	 * Get the order history for the customer.
	 *
	 * @param WC_Order $order The order object.
	 *
	 * @return array{orders_count: int, total_spend: float, avg_order_value: float, tooltip: string} Order count, total spend, average order value, and tooltip text.
	 */
	private function get_customer_history( WC_Order $order ): array {
		if ( OrderUtil::custom_orders_table_usage_is_enabled() ) {
			$customer_id   = $order->get_customer_id();
			$billing_email = $order->get_billing_email();
			$result        = $this->query_hpos( $customer_id, $billing_email );
		} elseif ( method_exists( $order, 'get_report_customer_id' ) ) {
			$result = $this->query_cpt( $order->get_report_customer_id() );
		} else {
			wc_get_logger()->warning(
				'CustomerHistory: Order object does not have get_report_customer_id method.',
				array( 'source' => 'customer-history' )
			);
			$result = (object) array(
				'orders_count' => 0,
				'total_spend'  => 0,
			);
		}

		$orders_count = (int) ( $result->orders_count ?? 0 );
		$total_spend  = (float) ( $result->total_spend ?? 0 );

		// Build a dynamic tooltip listing the excluded statuses by their translated labels.
		// Internal statuses (auto-draft, trash) are naturally filtered out because they
		// don't exist in wc_get_order_statuses(). checkout-draft is skipped explicitly
		// because it is force-excluded by DraftOrders but is not a configurable option
		// on the Analytics settings page, so it would be confusing to surface it here.
		$all_statuses    = wc_get_order_statuses();
		$excluded_labels = array();
		foreach ( $this->get_excluded_statuses() as $slug ) {
			if ( 'checkout-draft' === $slug ) {
				continue;
			}
			$prefixed = 'wc-' . $slug;
			if ( isset( $all_statuses[ $prefixed ] ) ) {
				$excluded_labels[] = mb_strtolower( $all_statuses[ $prefixed ] );
			}
		}

		if ( ! empty( $excluded_labels ) ) {
			$tooltip = sprintf(
				/* translators: %s: localized list of order status names, e.g. "pending payment, failed, and cancelled" */
				__( 'Total number of orders for this customer, excluding %s orders, including the current one.', 'woocommerce' ),
				wp_sprintf_l( '%l', $excluded_labels )
			);
		} else {
			$tooltip = __( 'Total number of orders for this customer, including the current one.', 'woocommerce' );
		}

		return array(
			'orders_count'    => $orders_count,
			'total_spend'     => $total_spend,
			'avg_order_value' => $orders_count > 0 ? $total_spend / $orders_count : 0,
			'tooltip'         => $tooltip,
		);
	}

	/**
	 * Query customer order stats from HPOS tables.
	 *
	 * @param int    $customer_id   The customer user ID.
	 * @param string $billing_email The billing email address.
	 *
	 * @return object Object with orders_count and total_spend properties.
	 */
	private function query_hpos( int $customer_id, string $billing_email ): object {
		global $wpdb;

		$default = (object) array(
			'orders_count' => 0,
			'total_spend'  => 0,
		);

		$excluded_statuses_sql = $this->get_excluded_statuses_sql();
		$orders_table          = OrdersTableDataStore::get_orders_table_name();

		$sql = null;

		// phpcs:disable WordPress.DB.PreparedSQL.InterpolatedNotPrepared
		if ( $customer_id > 0 ) {
			$status_filter    = $excluded_statuses_sql ? "AND status NOT IN $excluded_statuses_sql" : '';
			$co_status_filter = $excluded_statuses_sql ? "AND co.status NOT IN $excluded_statuses_sql" : '';

			$sql = $wpdb->prepare(
				"SELECT COUNT(*) AS orders_count,
					COALESCE( SUM( filtered.total_amount ), 0 ) + COALESCE( SUM( r.refund_total ), 0 ) AS total_spend
				FROM (
					SELECT id, total_amount
					FROM %i
					WHERE customer_id = %d AND type = 'shop_order' $status_filter
				) AS filtered
				LEFT JOIN (
					SELECT rp.parent_order_id, SUM( rp.total_amount ) AS refund_total
					FROM %i AS rp
					INNER JOIN %i AS co ON rp.parent_order_id = co.id
					WHERE rp.type = 'shop_order_refund'
						AND co.customer_id = %d AND co.type = 'shop_order' $co_status_filter
					GROUP BY rp.parent_order_id
				) AS r ON filtered.id = r.parent_order_id",
				$orders_table,
				$customer_id,
				$orders_table,
				$orders_table,
				$customer_id
			);
		} elseif ( '' !== $billing_email ) {
			$addresses_table  = OrdersTableDataStore::get_addresses_table_name();
			$o_status_filter  = $excluded_statuses_sql ? "AND o.status NOT IN $excluded_statuses_sql" : '';
			$co_status_filter = $excluded_statuses_sql ? "AND co.status NOT IN $excluded_statuses_sql" : '';

			$sql = $wpdb->prepare(
				"SELECT COUNT(*) AS orders_count,
					COALESCE( SUM( filtered.total_amount ), 0 ) + COALESCE( SUM( r.refund_total ), 0 ) AS total_spend
				FROM (
					SELECT o.id, o.total_amount
					FROM %i AS o
					INNER JOIN %i AS a ON o.id = a.order_id AND a.address_type = 'billing'
					WHERE o.customer_id = 0 AND a.email = %s AND o.type = 'shop_order' $o_status_filter
				) AS filtered
				LEFT JOIN (
					SELECT rp.parent_order_id, SUM( rp.total_amount ) AS refund_total
					FROM %i AS rp
					INNER JOIN %i AS co ON rp.parent_order_id = co.id
					INNER JOIN %i AS ca ON co.id = ca.order_id AND ca.address_type = 'billing'
					WHERE rp.type = 'shop_order_refund'
						AND co.customer_id = 0 AND ca.email = %s AND co.type = 'shop_order' $co_status_filter
					GROUP BY rp.parent_order_id
				) AS r ON filtered.id = r.parent_order_id",
				$orders_table,
				$addresses_table,
				$billing_email,
				$orders_table,
				$orders_table,
				$addresses_table,
				$billing_email
			);
		}
		// phpcs:enable WordPress.DB.PreparedSQL.InterpolatedNotPrepared

		if ( null === $sql ) {
			return $default;
		}

		// phpcs:ignore WordPress.DB.PreparedSQL.NotPrepared -- $sql is prepared above.
		$row = $wpdb->get_row( $sql );

		if ( $wpdb->last_error ) {
			wc_get_logger()->error(
				sprintf( 'CustomerHistory: Failed to query HPOS order stats for customer_id=%d. DB error: %s', $customer_id, $wpdb->last_error ),
				array( 'source' => 'customer-history' )
			);
		}

		return $row ?? $default;
	}

	/**
	 * Query customer order stats via the Analytics Customers report (legacy fallback when HPOS is not active).
	 *
	 * @param int $customer_report_id The reports customer ID.
	 *
	 * @return object Object with orders_count and total_spend properties.
	 */
	private function query_cpt( int $customer_report_id ): object {
		$args = array(
			'customers'    => array( $customer_report_id ),
			// If unset, these params have default values that affect the results.
			'order_after'  => null,
			'order_before' => null,
		);

		$customers_query = new CustomersQuery( $args );
		$customer_data   = $customers_query->get_data();
		$customer_row    = $customer_data->data[0] ?? null;

		return (object) array(
			'orders_count' => $customer_row['orders_count'] ?? 0,
			'total_spend'  => $customer_row['total_spend'] ?? 0,
		);
	}

	/**
	 * Get the list of excluded order statuses for customer history.
	 *
	 * @return string[] Excluded status slugs without wc- prefix (e.g. 'auto-draft', 'trash', 'pending', 'failed', 'cancelled').
	 */
	private function get_excluded_statuses(): array {
		if ( null !== $this->excluded_statuses ) {
			return $this->excluded_statuses;
		}

		$excluded_statuses = get_option( 'woocommerce_excluded_report_order_statuses', array( 'pending', 'failed', 'cancelled' ) );
		if ( ! is_array( $excluded_statuses ) ) {
			$excluded_statuses = array( 'pending', 'failed', 'cancelled' );
		}
		$excluded_statuses = array_merge( array( 'auto-draft', 'trash' ), $excluded_statuses );

		/**
		 * Filter the list of excluded order statuses for customer history and analytics reports.
		 *
		 * @since 4.0.0
		 * @param array $excluded_statuses Order statuses to exclude.
		 */
		$excluded_statuses = apply_filters( 'woocommerce_analytics_excluded_order_statuses', $excluded_statuses );
		if ( ! is_array( $excluded_statuses ) ) {
			$excluded_statuses = array( 'auto-draft', 'trash', 'pending', 'failed', 'cancelled' );
		}

		$this->excluded_statuses = $excluded_statuses;
		return $this->excluded_statuses;
	}

	/**
	 * Get the SQL fragment for excluded order statuses.
	 *
	 * @return string SQL IN clause, e.g. ( 'auto-draft','trash','wc-pending','wc-failed',... ), or empty string if no statuses are excluded.
	 */
	private function get_excluded_statuses_sql(): string {
		global $wpdb;

		$excluded_statuses = $this->get_excluded_statuses();

		if ( empty( $excluded_statuses ) ) {
			return '';
		}

		$prefixed = array_map(
			function ( $status ) {
				$status = sanitize_title( $status );
				return 'auto-draft' === $status || 'trash' === $status ? $status : 'wc-' . $status;
			},
			$excluded_statuses
		);

		$placeholders = implode( ',', array_fill( 0, count( $prefixed ), '%s' ) );

		// phpcs:ignore WordPress.DB.PreparedSQL.InterpolatedNotPrepared,WordPress.DB.PreparedSQLPlaceholders.UnfinishedPrepare -- $placeholders is a safe string of %s tokens.
		return $wpdb->prepare( "( $placeholders )", $prefixed );
	}
}