@cfxlabsinc/b2b-services
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    Read-only access to customers.

    Customer service is special: While it can interact with multiple customers like an admin service, when used in a non-admin context, it should only be used to interact with the current customer.

    get() and search() INNER JOIN the customer's primary organization (organization.customer_id = customer.id AND organization.is_main_org), so every Customer they return carries a non-null organizationId and legalEntityName.

    That join also DEFINES what a Customer is here: a fully-onboarded one. Customer and primary org are no longer created together — CustomerService.create() writes the customer row and nothing else, and @cfxlabsinc/onboarding-services then calls OrganizationService.create({ isMainOrg: true }). Between those two steps, and after a failed onboarding run, a customer row exists with no primary org and is deliberately invisible to get/search. The onboarding workflow — the only thing that must see a customer in that half-built state — reads it through search({ includeWithoutMainOrg: true }), which swaps that join for a LEFT one.

    Extends CustomerCache, which owns the customer-search namespace, the seam that busts it, and the serialization that defines its stored shape.

    This class deliberately depends on nothing but db.

    Hierarchy (View Summary)

    Index
    cache: ServiceCache<CachedSearchPage<CachedCustomer>>
    db: B2bDatabase
    • Drop this customer's cached reads.

      Lives here rather than on the writer because it's the cache's own concern — it names the folded-get keys and the customer tag — so both the reader (CustomerQueryService) and the writer (CustomerService) inherit it. The actual caller is customerOnboardingActivities (@cfxlabsinc/onboarding-services), which calls this once a primary organization exists for the customer: a customer is invisible to get/search until its primary org exists, so every read taken earlier in onboarding cached a negative entry with a 24h L2 TTL, and this is what clears it.

      Parameters

      • __namedParameters: { id: string }

      Returns Promise<void>

    • Bust every cached page — consumer or admin — that a write touching customerIds could have affected.

      The collection tag is always cleared alongside, because an unscoped admin page carries only that tag and no customer id can reach it.

      keys deletes exact entries in addition to the tag surgery, passing the key arguments — this cache hashes and prefixes them. It exists because invalidateTag resolves keys through the FT index, which does not exist in memory mode (valkeyClient: null); there the tag bust is a total no-op, and an exact-key delete is the only thing that keeps read-after-write honest. Services that folded get onto search pass that get's arguments.

      These deletes only reach this instance's own key space, because the key space is partitioned per surface. That is sufficient, and a writer must not try to name the other surface's key:

      • With Valkey, the other surface's get entry is itself tagged (by customer id, or by the collection tag when unscoped), so the tag bust above already evicts it from the shared L2 and publishes the peer eviction.
      • Without Valkey, the two surfaces are separate instances with separate L1 maps, so deleting a key from this instance could never have affected the other one anyway.

      Parameters

      • __namedParameters: { customerIds: readonly string[]; keys?: readonly CacheKey[] }

      Returns Promise<void>

    • Type Parameters

      • IncludeWithoutMainOrg extends boolean = false

      Parameters

      • __namedParameters: {
            createdAt?: DbTimestampCriteria;
            ids?: string[];
            includeWithoutMainOrg?: IncludeWithoutMainOrg;
            name?: string;
            nameLike?: string;
            orderBy?: DbOrderByCriterion<
                Omit<
                    PgTableWithColumns<
                        {
                            columns: {
                                attioId: PgBuildColumn<
                                    "customer",
                                    SetNotNull<PgTextBuilder<(...)>>,
                                    {
                                        data: string;
                                        dataType: "string";
                                        driverParam: string;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: false;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: true;
                                        tableName: "customer";
                                    },
                                >;
                                createdAt: PgBuildColumn<
                                    "customer",
                                    SetHasDefault<SetNotNull<(...)>>,
                                    {
                                        data: Date;
                                        dataType: "object date";
                                        driverParam: string;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: true;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: true;
                                        tableName: "customer";
                                    },
                                >;
                                data: PgBuildColumn<
                                    "customer",
                                    Set$Type<
                                        SetHasDefault<(...)>,
                                        {
                                            bankPartners?: ...;
                                            provisionedAt?: ...;
                                            recurringFee?: ...;
                                            routeFusionProgramId?: ...;
                                            verificationByo?: ...;
                                        },
                                    >,
                                    {
                                        data: {
                                            bankPartners?: ...;
                                            provisionedAt?: ...;
                                            recurringFee?: ...;
                                            routeFusionProgramId?: ...;
                                            verificationByo?: ...;
                                        };
                                        dataType: "object json";
                                        driverParam: unknown;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: true;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: true;
                                        tableName: "customer";
                                    },
                                >;
                                description: PgBuildColumn<
                                    "customer",
                                    PgTextBuilder<[(...), ...(...)[]]>,
                                    {
                                        data: string;
                                        dataType: "string";
                                        driverParam: string;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: false;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: false;
                                        tableName: "customer";
                                    },
                                >;
                                externalId: PgBuildColumn<
                                    "customer",
                                    SetHasRuntimeDefault<SetNotNull<(...)>>,
                                    {
                                        data: string;
                                        dataType: "string";
                                        driverParam: string;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: true;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: true;
                                        tableName: "customer";
                                    },
                                >;
                                id: PgBuildColumn<
                                    "customer",
                                    HasIdentity<SetIsPrimaryKey<(...)>, "byDefault">,
                                    {
                                        data: number;
                                        dataType: "number int32";
                                        driverParam: (...) | (...);
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: true;
                                        hasRuntimeDefault: false;
                                        identity: "byDefault";
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: true;
                                        tableName: "customer";
                                    },
                                >;
                                name: PgBuildColumn<
                                    "customer",
                                    SetNotNull<PgTextBuilder<(...)>>,
                                    {
                                        data: string;
                                        dataType: "string";
                                        driverParam: string;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: false;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: true;
                                        tableName: "customer";
                                    },
                                >;
                                notifications: PgBuildColumn<
                                    "customer",
                                    Set$Type<PgJsonbBuilder, { email?: ...; slack?: ... }>,
                                    {
                                        data: { email?: ...; slack?: ... };
                                        dataType: "object json";
                                        driverParam: unknown;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: false;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: false;
                                        tableName: "customer";
                                    },
                                >;
                                organizationId: PgBuildColumn<
                                    "customer",
                                    PgTextBuilder<[(...), ...(...)[]]>,
                                    {
                                        data: string;
                                        dataType: "string";
                                        driverParam: string;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: false;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: false;
                                        tableName: "customer";
                                    },
                                >;
                                propelauthWorkspaceId: PgBuildColumn<
                                    "customer",
                                    SetNotNull<PgTextBuilder<(...)>>,
                                    {
                                        data: string;
                                        dataType: "string";
                                        driverParam: string;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: false;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: true;
                                        tableName: "customer";
                                    },
                                >;
                                shortName: PgBuildColumn<
                                    "customer",
                                    SetNotNull<PgTextBuilder<(...)>>,
                                    {
                                        data: string;
                                        dataType: "string";
                                        driverParam: string;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: false;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: true;
                                        tableName: "customer";
                                    },
                                >;
                                status: PgBuildColumn<
                                    "customer",
                                    SetHasDefault<Set$Type<(...), (...)>>,
                                    {
                                        data: (...) | (...) | (...);
                                        dataType: "string";
                                        driverParam: string;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: true;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: true;
                                        tableName: "customer";
                                    },
                                >;
                                terms: PgBuildColumn<
                                    "customer",
                                    Set$Type<PgJsonbBuilder, Partial<(...)>>,
                                    {
                                        data: Partial<(...)>;
                                        dataType: "object json";
                                        driverParam: unknown;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: false;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: false;
                                        tableName: "customer";
                                    },
                                >;
                                updatedAt: PgBuildColumn<
                                    "customer",
                                    SetHasDefault<SetNotNull<(...)>>,
                                    {
                                        data: Date;
                                        dataType: "object date";
                                        driverParam: string;
                                        enumValues: undefined;
                                        generated: undefined;
                                        hasDefault: true;
                                        hasRuntimeDefault: false;
                                        identity: undefined;
                                        isAutoincrement: false;
                                        isPrimaryKey: false;
                                        name: string;
                                        notNull: true;
                                        tableName: "customer";
                                    },
                                >;
                            };
                            dialect: "pg";
                            name: "customer";
                            schema: "b2b";
                        },
                    >,
                    "enableRLS",
                >,
                "name"
                | "createdAt"
                | "updatedAt",
            >[];
            page?: number;
            pageSize?: number;
            propelauthWorkspaceIds?: string[];
            q?: string;
            routeFusionProgramIds?: string[];
            statuses?: ("ACTIVE" | "FAILED" | "PENDING")[];
            updatedAt?: DbTimestampCriteria;
        }
        • OptionalcreatedAt?: DbTimestampCriteria

          Filter to customers created within this window.

        • Optionalids?: string[]
        • OptionalincludeWithoutMainOrg?: IncludeWithoutMainOrg

          Turn the primary-organization INNER JOIN into a LEFT JOIN, so customers that have no primary organization yet are returned too — with organizationId / legalEntityName absent (see MaybeOnboardedCustomer).

          A deliberate, narrow escape hatch from the rule that a Customer is a fully-onboarded one. The only caller is OrganizationService.create({ isMainOrg: true }), which has to read the customer whose primary org it is in the middle of inserting; without this it can never see it and retries forever. Nothing user-facing should pass it.

          Results are NOT cached when this is set: a half-built customer changes shape within seconds, and the 24h L2 TTL would outlive that by a long way.

        • Optionalname?: string
        • OptionalnameLike?: string
        • OptionalorderBy?: DbOrderByCriterion<
              Omit<
                  PgTableWithColumns<
                      {
                          columns: {
                              attioId: PgBuildColumn<
                                  "customer",
                                  SetNotNull<PgTextBuilder<(...)>>,
                                  {
                                      data: string;
                                      dataType: "string";
                                      driverParam: string;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: false;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: true;
                                      tableName: "customer";
                                  },
                              >;
                              createdAt: PgBuildColumn<
                                  "customer",
                                  SetHasDefault<SetNotNull<(...)>>,
                                  {
                                      data: Date;
                                      dataType: "object date";
                                      driverParam: string;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: true;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: true;
                                      tableName: "customer";
                                  },
                              >;
                              data: PgBuildColumn<
                                  "customer",
                                  Set$Type<
                                      SetHasDefault<(...)>,
                                      {
                                          bankPartners?: ...;
                                          provisionedAt?: ...;
                                          recurringFee?: ...;
                                          routeFusionProgramId?: ...;
                                          verificationByo?: ...;
                                      },
                                  >,
                                  {
                                      data: {
                                          bankPartners?: ...;
                                          provisionedAt?: ...;
                                          recurringFee?: ...;
                                          routeFusionProgramId?: ...;
                                          verificationByo?: ...;
                                      };
                                      dataType: "object json";
                                      driverParam: unknown;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: true;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: true;
                                      tableName: "customer";
                                  },
                              >;
                              description: PgBuildColumn<
                                  "customer",
                                  PgTextBuilder<[(...), ...(...)[]]>,
                                  {
                                      data: string;
                                      dataType: "string";
                                      driverParam: string;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: false;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: false;
                                      tableName: "customer";
                                  },
                              >;
                              externalId: PgBuildColumn<
                                  "customer",
                                  SetHasRuntimeDefault<SetNotNull<(...)>>,
                                  {
                                      data: string;
                                      dataType: "string";
                                      driverParam: string;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: true;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: true;
                                      tableName: "customer";
                                  },
                              >;
                              id: PgBuildColumn<
                                  "customer",
                                  HasIdentity<SetIsPrimaryKey<(...)>, "byDefault">,
                                  {
                                      data: number;
                                      dataType: "number int32";
                                      driverParam: (...) | (...);
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: true;
                                      hasRuntimeDefault: false;
                                      identity: "byDefault";
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: true;
                                      tableName: "customer";
                                  },
                              >;
                              name: PgBuildColumn<
                                  "customer",
                                  SetNotNull<PgTextBuilder<(...)>>,
                                  {
                                      data: string;
                                      dataType: "string";
                                      driverParam: string;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: false;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: true;
                                      tableName: "customer";
                                  },
                              >;
                              notifications: PgBuildColumn<
                                  "customer",
                                  Set$Type<PgJsonbBuilder, { email?: ...; slack?: ... }>,
                                  {
                                      data: { email?: ...; slack?: ... };
                                      dataType: "object json";
                                      driverParam: unknown;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: false;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: false;
                                      tableName: "customer";
                                  },
                              >;
                              organizationId: PgBuildColumn<
                                  "customer",
                                  PgTextBuilder<[(...), ...(...)[]]>,
                                  {
                                      data: string;
                                      dataType: "string";
                                      driverParam: string;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: false;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: false;
                                      tableName: "customer";
                                  },
                              >;
                              propelauthWorkspaceId: PgBuildColumn<
                                  "customer",
                                  SetNotNull<PgTextBuilder<(...)>>,
                                  {
                                      data: string;
                                      dataType: "string";
                                      driverParam: string;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: false;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: true;
                                      tableName: "customer";
                                  },
                              >;
                              shortName: PgBuildColumn<
                                  "customer",
                                  SetNotNull<PgTextBuilder<(...)>>,
                                  {
                                      data: string;
                                      dataType: "string";
                                      driverParam: string;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: false;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: true;
                                      tableName: "customer";
                                  },
                              >;
                              status: PgBuildColumn<
                                  "customer",
                                  SetHasDefault<Set$Type<(...), (...)>>,
                                  {
                                      data: (...) | (...) | (...);
                                      dataType: "string";
                                      driverParam: string;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: true;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: true;
                                      tableName: "customer";
                                  },
                              >;
                              terms: PgBuildColumn<
                                  "customer",
                                  Set$Type<PgJsonbBuilder, Partial<(...)>>,
                                  {
                                      data: Partial<(...)>;
                                      dataType: "object json";
                                      driverParam: unknown;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: false;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: false;
                                      tableName: "customer";
                                  },
                              >;
                              updatedAt: PgBuildColumn<
                                  "customer",
                                  SetHasDefault<SetNotNull<(...)>>,
                                  {
                                      data: Date;
                                      dataType: "object date";
                                      driverParam: string;
                                      enumValues: undefined;
                                      generated: undefined;
                                      hasDefault: true;
                                      hasRuntimeDefault: false;
                                      identity: undefined;
                                      isAutoincrement: false;
                                      isPrimaryKey: false;
                                      name: string;
                                      notNull: true;
                                      tableName: "customer";
                                  },
                              >;
                          };
                          dialect: "pg";
                          name: "customer";
                          schema: "b2b";
                      },
                  >,
                  "enableRLS",
              >,
              "name"
              | "createdAt"
              | "updatedAt",
          >[]
        • Optionalpage?: number

          Defaults to 1

        • OptionalpageSize?: number

          Defaults to 50

        • OptionalpropelauthWorkspaceIds?: string[]
        • Optionalq?: string

          Unified free-text search. Case-insensitive substring match against the customer name, the customer external id (cust_…), or the legal entity (organization) name. Whitespace-only values are a no-op.

        • OptionalrouteFusionProgramIds?: string[]

          Filter to customers enrolled in these RouteFusion program ids (matched against customer.data.routeFusionProgramId). Backs the admin RouteFusion program-detail "Enrolled customers" list.

        • Optionalstatuses?: ("ACTIVE" | "FAILED" | "PENDING")[]

          Filter to customers in these provisioning-lifecycle statuses.

        • OptionalupdatedAt?: DbTimestampCriteria

          Filter to customers updated within this window.

      Returns Promise<
          {
              ok: true;
              value: {
                  hasNext: boolean;
                  items: SearchedCustomer<IncludeWithoutMainOrg>[];
                  total: number;
              };
          },
      >

    • Tags to write on a page, derived from the scope the query searched — never from the customers present in the result.

      That distinction is load-bearing. An entry tagged with the customer ids in the page carries no tags when the page is empty, so nothing can ever bust it and a later create leaves it stale for the full L2 TTL. Tagging by scope means an empty page still carries the tag for what it searched.

      An unscoped read falls back to the collection tag, since no customer-id tag can reach a row whose owner did not exist when the entry was written.

      Parameters

      • __namedParameters: { customerIds: readonly string[] | undefined }

      Returns string[]

    • The exact cache key CustomerQueryService.get({ id }) reads through.

      get folds onto search, so its entry is an ordinary single-row search page — these args must stay identical to the ones get passes ({ ids: [id], pageSize: 1 }, plus search's page default of 1). Every other filter is undefined there, and serviceCacheKey canonicalizes with JCS, which drops undefined properties, so naming only the three that are set produces the same digest. customerCache.test.ts pins the equivalence.

      Returns the key arguments; the cache hashes and surface-prefixes them. Never pre-hash at a call site.

      Parameters

      • __namedParameters: { id: string }

      Returns Record<string, unknown>