Temporarily enable tax-exempt status when a customer is tagged, with Mechanic.

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Temporarily enable tax-exempt status when a customer is tagged

by Mechanic Team (team@usemechanic.com)

This task monitors customer tags, applying tax-exempt status when a certain tag is detected, and removing it (and the tag) after a certain amount of time. Useful when you need to regularly re-approve customers for tax exemption.

Runs when a customer is updated and when user/customers/expire_tax_exempt is triggered. Configuration includes tax exempt tag and days before removing tax exempt status.

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Developer details

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Events
when a customer is updated (shopify/customers/update)
when user/customers/expire_tax_exempt is triggered (user/customers/expire_tax_exempt)
Options
tax exempt tag (required), days before removing tax exempt status (number, required)
Script
{% assign metafield_namespace = "mechanic" %}
{% assign metafield_key = "tax-exempt-expiry-scheduled" %}
{% assign expiry_event_topic = "user/customers/expire_tax_exempt" %}

{% if event.topic contains "shopify/customers/" %}
  {% if event.preview %}
    {% capture customer_json %}
      {
        "admin_graphql_api_id": "gid://shopify/Customer/1234567890",
        "tags": {{ options.tax_exempt_tag__required | json }},
        "metafields": {
          {{ metafield_namespace | json }}: {
            {{ metafield_key | json }}: null
          }
        }
      }
    {% endcapture %}

    {% assign customer = customer_json | parse_json %}
  {% endif %}

  {% assign customer_qualifies = false %}
  {% assign customer_tags = customer.tags | split: ", " %}
  {% if customer_tags contains options.tax_exempt_tag__required %}
    {% if customer.metafields[metafield_namespace][metafield_key] != nil %}
      {% log "Customer already has their metafield set - skipping" %}
    {% else %}
      {% assign customer_qualifies = true %}
    {% endif %}
  {% endif %}

  {% if customer_qualifies %}
    {% assign expiry_interval_s = 60 | times: 60 | times: 24 | times: options.days_before_removing_tax_exempt_status__number_required %}
    {% assign expiry_time = "now" | date: "%s" | plus: expiry_interval_s | round %}

    {% action "event" %}
      {
        "topic": {{ expiry_event_topic | json }},
        "data": {
          "customer_id": {{ customer.admin_graphql_api_id | json }},
          "customer_tag": {{ options.tax_exempt_tag__required | json }}
        },
        "run_at": {{ expiry_time | json }}
      }
    {% endaction %}

    {% action "shopify" %}
      mutation {
        customerUpdate(
          input: {
            id: {{ customer.admin_graphql_api_id | json }}
            taxExempt: true
            metafields: [
              {
                namespace: {{ metafield_namespace | json }}
                key: {{ metafield_key | json }}
                valueType: INTEGER
                value: "1"
              }
            ]
          }
        ) {
          customer {
            id
            taxExempt
            metafield(namespace: {{ metafield_namespace | json }}, key: {{ metafield_key | json }}) {
              id
              value
            }
          }
          userErrors {
            field
            message
          }
        }
      }
    {% endaction %}
  {% endif %}
{% elsif event.topic == expiry_event_topic %}
  {% capture customer_query %}
    query {
      customer(id: {{ event.data.customer_id | json }}) {
        id
        tags
        metafield(namespace: {{ metafield_namespace | json }}, key: {{ metafield_key | json }}) {
          id
          value
        }
      }
    }
  {% endcapture %}

  {% assign customer_result = customer_query | shopify %}

  {% if event.preview %}
    {% capture customer_result_json %}
      {
        "data": {
          "customer": {
            "id": "gid://shopify/Customer/1234567890",
            "tags": [{{ options.tax_exempt_tag__required | json }}],
            "metafield": {
              "id": "gid://shopify/Metafield/1234567890",
              "value": "1"
            }
          }
        }
      }
    {% endcapture %}

    {% assign customer_result = customer_result_json | parse_json %}
  {% endif %}

  {% assign customer = customer_result.data.customer %}

  {% assign customer_qualifies = false %}
  {% if customer.tags contains options.tax_exempt_tag__required and customer.metafield.value != nil %}
    {% assign customer_qualifies = true %}
  {% endif %}

  {% if event.preview or customer_qualifies %}
    {% action "shopify" %}
      mutation {
        customerUpdate(
          input: {
            id: {{ customer.id | json }}
            taxExempt: false
          }
        ) {
          userErrors {
            field
            message
          }
        }

        tagsRemove(
          id: {{ customer.id | json }}
          tags: {{ options.tax_exempt_tag__required | json }}
        ) {
          node {
            ... on Customer {
              tags
            }
          }
          userErrors {
            field
            message
          }
        }

        metafieldDelete(
          input: {
            id: {{ customer_result.data.customer.metafield.id | json }}
          }
        ) {
          userErrors {
            field
            message
          }
        }
      }
    {% endaction %}
  {% endif %}
{% endif %}
Mechanic tasks are written in Liquid, which makes them easy to write and easy to modify. Learn more about our platform.
Defaults
Tax exempt tag
tax-exempt-for-30-days
Days before removing tax exempt status
30