feat(core-flows): support ad hoc returns (#13598)

* feat(core-flows): support ad hoc returns

* fix: missing transform

* handle edge case

* refactor

* replace gte for gt

* cleanup

* weird bug fix

* add test

* Create quick-nails-kick.md

* stop sending empty strings

* add code to refund reason

* fix build

* fix tests

* handle code in dashboard

* fix tests

* more tests failing

* add reference and reference id to credit lieng

* rework create refund form

.changeset/quick-nails-kick.md

@@ -0,0 +1,6 @@
+---
+"@medusajs/payment": patch
+"@medusajs/core-flows": patch
+---
+
+feat(core-flows): support ad hoc returns

integration-tests/http/__tests__/payment/admin/payment.spec.ts

@@ -218,7 +218,7 @@ medusaIntegrationTestRunner({
         const refundReason = (
           await api.post(
             `/admin/refund-reasons`,
-            { label: "test" },
+            { label: "test", code: "test" },
             adminHeaders
           )
         ).data.refund_reason
@@ -254,6 +254,7 @@ medusaIntegrationTestRunner({
                 refund_reason_id: refundReason.id,
                 refund_reason: expect.objectContaining({
                   label: "test",
+                  code: "test"
                 }),
               }),
             ],
@@ -274,7 +275,7 @@ medusaIntegrationTestRunner({
         const refundReason = (
           await api.post(
             `/admin/refund-reasons`,
-            { label: "test" },
+            { label: "test", code: "test" },
             adminHeaders
           )
         ).data.refund_reason
@@ -330,57 +331,44 @@ medusaIntegrationTestRunner({
         )
       })
 
-      it("should throw if refund exceeds captured total", async () => {
+      it("should create credit lines if issuing a refund when outstanding amount if >= 0", async () => {
         const payment = order.payment_collections[0].payments[0]
 
+        const refundReason = (
+          await api.post(
+            `/admin/refund-reasons`,
+            { label: "Test", code: "test" },
+            adminHeaders
+          )
+        ).data.refund_reason
+
         await api.post(
           `/admin/payments/${payment.id}/capture`,
           undefined,
           adminHeaders
         )
 
-        await createClaim({ order })
-
         await api.post(
           `/admin/payments/${payment.id}/refund`,
-          { amount: 25 },
+          {
+            amount: 50,
+            refund_reason_id: refundReason.id,
+          },
           adminHeaders
         )
 
-        const e = await api
+        const updatedOrder = (
-          .post(
+          await api.get(`/admin/orders/${order.id}`, adminHeaders)
-            `/admin/payments/${payment.id}/refund`,
+        ).data.order
-            { amount: 1000 },
-            adminHeaders
-          )
-          .catch((e) => e)
 
-        expect(e.response.data.message).toEqual(
+        expect(updatedOrder.credit_line_total).toEqual(50)
-          "Cannot refund more than pending difference - 75"
+        expect(updatedOrder.credit_lines).toEqual([
-        )
+          expect.objectContaining({
+            reference: "Test",
+            reference_id: "test",
+          }),
+        ])
       })
     })
-
-    it("should throw if outstanding amount is not present", async () => {
-      const payment = order.payment_collections[0].payments[0]
-
-      await api.post(
-        `/admin/payments/${payment.id}/capture`,
-        undefined,
-        adminHeaders
-      )
-
-      const e = await api
-        .post(
-          `/admin/payments/${payment.id}/refund`,
-          { amount: 10 },
-          adminHeaders
-        )
-        .catch((e) => e)
-
-      expect(e.response.data.message).toEqual(
-        "Order does not have an outstanding balance to refund"
-      )
-    })
   },
 })

integration-tests/http/__tests__/refund-reason/refund-reason.spec.ts

@@ -1,5 +1,8 @@
 import { medusaIntegrationTestRunner } from "@medusajs/test-utils"
-import { adminHeaders, createAdminUser, } from "../../../helpers/create-admin-user"
+import {
+  adminHeaders,
+  createAdminUser,
+} from "../../../helpers/create-admin-user"
 
 jest.setTimeout(30000)
 
@@ -15,7 +18,7 @@ medusaIntegrationTestRunner({
       refundReason1 = (
         await api.post(
           "/admin/refund-reasons",
-          { label: "reason 1 - too big" },
+          { label: "reason 1 - too big", code: "too_big" },
           adminHeaders
         )
       ).data.refund_reason
@@ -23,7 +26,7 @@ medusaIntegrationTestRunner({
       refundReason2 = (
         await api.post(
           "/admin/refund-reasons",
-          { label: "reason 2 - too small" },
+          { label: "reason 2 - too small", code: "too_small" },
           adminHeaders
         )
       ).data.refund_reason
@@ -41,11 +44,11 @@ medusaIntegrationTestRunner({
         expect(response.data.count).toEqual(5) // There are 3 default ones
         expect(response.data.refund_reasons).toEqual(
           expect.arrayContaining([
-            expect.objectContaining({ label: "Customer Care Adjustment" }),
+            expect.objectContaining({ label: "Customer Care Adjustment", code: "customer_care_adjustment" }),
-            expect.objectContaining({ label: "Shipping Issue" }),
+            expect.objectContaining({ label: "Shipping Issue", code: "shipping_issue" }),
-            expect.objectContaining({ label: "Pricing Error" }),
+            expect.objectContaining({ label: "Pricing Error", code: "pricing_error" }),
-            expect.objectContaining({ label: "reason 1 - too big" }),
+            expect.objectContaining({ label: "reason 1 - too big", code: "too_big"  }),
-            expect.objectContaining({ label: "reason 2 - too small" }),
+            expect.objectContaining({ label: "reason 2 - too small", code: "too_small"  }),
           ])
         )
       })
@@ -74,6 +77,7 @@ medusaIntegrationTestRunner({
           "/admin/refund-reasons",
           {
             label: "reason test",
+            code: "reason_test",
             description: "test description",
           },
           adminHeaders
@@ -83,6 +87,7 @@ medusaIntegrationTestRunner({
         expect(response.data.refund_reason).toEqual(
           expect.objectContaining({
             label: "reason test",
+            code: "reason_test",
             description: "test description",
           })
         )
@@ -95,6 +100,7 @@ medusaIntegrationTestRunner({
           `/admin/refund-reasons/${refundReason1.id}`,
           {
             label: "reason test",
+            code: "reason_test",
             description: "test description",
           },
           adminHeaders
@@ -104,6 +110,7 @@ medusaIntegrationTestRunner({
         expect(response.data.refund_reason).toEqual(
           expect.objectContaining({
             label: "reason test",
+            code: "reason_test",
             description: "test description",
           })
         )

packages/admin/dashboard/src/hooks/table/columns/use-refund-reason-table-columns.tsx

@@ -18,6 +18,13 @@ export const useRefundReasonTableColumns = () => {
         sortAscLabel: t("filters.sorting.alphabeticallyAsc"),
         sortDescLabel: t("filters.sorting.alphabeticallyDesc"),
       }),
+      columnHelper.accessor("code", {
+        header: () => t("fields.code"),
+        enableSorting: true,
+        sortLabel: t("fields.code"),
+        sortAscLabel: t("filters.sorting.alphabeticallyAsc"),
+        sortDescLabel: t("filters.sorting.alphabeticallyDesc"),
+      }),
       columnHelper.accessor("description", {
         header: () => t("fields.description"),
         cell: ({ getValue }) => <DescriptionCell description={getValue()} />,

packages/admin/dashboard/src/i18n/translations/$schema.json

@@ -10306,6 +10306,19 @@
               "required": ["label", "placeholder"],
               "additionalProperties": false
             },
+            "code": {
+              "type": "object",
+              "properties": {
+                "label": {
+                  "type": "string"
+                },
+                "placeholder": {
+                  "type": "string"
+                }
+              },
+              "required": ["label", "placeholder"],
+              "additionalProperties": false
+            },
             "description": {
               "type": "object",
               "properties": {
@@ -10320,7 +10333,7 @@
               "additionalProperties": false
             }
           },
-          "required": ["label", "description"],
+          "required": ["label", "code", "description"],
           "additionalProperties": false
         }
       },

packages/admin/dashboard/src/i18n/translations/en.json

@@ -2771,6 +2771,10 @@
         "label": "Label",
         "placeholder": "Gesture of goodwill"
       },
+      "code": {
+        "label": "Code",
+        "placeholder": "gesture_of_goodwill"
+      },
       "description": {
         "label": "Description",
         "placeholder": "Customer had a bad shopping experience"

packages/admin/dashboard/src/routes/orders/order-create-refund/components/create-refund-form/create-refund-form.tsx

@@ -1,14 +1,7 @@
 import { zodResolver } from "@hookform/resolvers/zod"
 import { HttpTypes } from "@medusajs/types"
-import {
+import { Button, CurrencyInput, Select, Textarea, toast } from "@medusajs/ui"
-  Button,
+import { useMemo, useState } from "react"
-  CurrencyInput,
-  Label,
-  Select,
-  Textarea,
-  toast,
-} from "@medusajs/ui"
-import { useEffect, useMemo, useState } from "react"
 import { formatValue } from "react-currency-input-field"
 import { useForm } from "react-hook-form"
 import { useTranslation } from "react-i18next"
@@ -20,7 +13,6 @@ import { KeyboundForm } from "../../../../../components/utilities/keybound-form"
 import { useRefundPayment, useRefundReasons } from "../../../../../hooks/api"
 import { currencies } from "../../../../../lib/data/currencies"
 import { formatCurrency } from "../../../../../lib/format-currency"
-import { formatProvider } from "../../../../../lib/format-provider"
 import { getLocaleAmount } from "../../../../../lib/money-amount-helpers"
 import { getPaymentsFromOrder } from "../../../../../lib/orders"
 import { useDocumentDirection } from "../../../../../hooks/use-document-direction"
@@ -63,29 +55,10 @@ export const CreateRefundForm = ({ order }: CreateRefundFormProps) => {
         value: paymentAmount.toFixed(currency.decimal_digits),
         float: paymentAmount,
       },
-      note: "",
-      refund_reason_id: "",
     },
     resolver: zodResolver(CreateRefundSchema),
   })
 
-  useEffect(() => {
-    const pendingDifference = order.summary.pending_difference as number
-    const paymentAmount = (payment?.amount || 0) as number
-    const pendingAmount =
-      pendingDifference < 0
-        ? Math.min(Math.abs(pendingDifference), paymentAmount)
-        : paymentAmount
-
-    const normalizedAmount =
-      pendingAmount < 0 ? pendingAmount * -1 : pendingAmount
-
-    form.setValue("amount", {
-      value: normalizedAmount.toFixed(currency.decimal_digits),
-      float: normalizedAmount,
-    })
-  }, [payment?.id || ""])
-
   const { mutateAsync, isPending } = useRefundPayment(order.id, payment?.id!)
 
   const handleSubmit = form.handleSubmit(async (data) => {
@@ -123,53 +96,16 @@ export const CreateRefundForm = ({ order }: CreateRefundFormProps) => {
       >
         <RouteDrawer.Body className="flex-1 overflow-auto">
           <div className="flex flex-col gap-y-4">
-            <Select
+            <div className="flex items-center">
-              dir={direction}
+              <span>
-              value={paymentId}
+                {getLocaleAmount(
-              onValueChange={(value) => {
+                  payment.amount as number,
-                setPaymentId(value)
+                  payment.currency_code
-              }}
+                )}
-            >
+              </span>
-              <Label className="txt-compact-small mb-[-6px] font-sans font-medium">
+              <span> - </span>
-                {t("orders.payment.selectPaymentToRefund")}
+              <span>(#{payment.id.substring(23)})</span>
-              </Label>
+            </div>
-
-              <Select.Trigger>
-                <Select.Value
-                  placeholder={t("orders.payment.selectPaymentToRefund")}
-                />
-              </Select.Trigger>
-
-              <Select.Content>
-                {payments.map((payment) => {
-                  const totalRefunded = payment.refunds.reduce(
-                    (acc, next) => next.amount + acc,
-                    0
-                  )
-
-                  return (
-                    <Select.Item
-                      value={payment!.id}
-                      key={payment.id}
-                      disabled={
-                        !!payment.canceled_at || totalRefunded >= payment.amount
-                      }
-                      className="flex items-center justify-center"
-                    >
-                      <span>
-                        {getLocaleAmount(
-                          payment.amount as number,
-                          payment.currency_code
-                        )}
-                        {" - "}
-                      </span>
-                      <span>{formatProvider(payment.provider_id)}</span>
-                      <span> - (#{payment.id.substring(23)})</span>
-                    </Select.Item>
-                  )
-                })}
-              </Select.Content>
-            </Select>
 
             <Form.Field
               control={form.control}

packages/admin/dashboard/src/routes/orders/order-detail/components/order-summary-section/order-summary-section.tsx

@@ -853,10 +853,6 @@ const DiscountAndTotalBreakdown = ({
                   .split("-")
                   .join(" ")
 
-                const prettyReferenceId = creditLine.reference_id ? (
-                  <DisplayId id={creditLine.reference_id} />
-                ) : null
-
                 return (
                   <div
                     key={creditLine.id}
@@ -899,7 +895,7 @@ const DiscountAndTotalBreakdown = ({
                         leading="compact"
                         className="txt-small text-ui-fg-subtle capitalize"
                       >
-                        ({prettyReference} {prettyReferenceId})
+                        ({prettyReference})
                       </Text>
                     </div>
                     <div className="relative flex-1">

packages/admin/dashboard/src/routes/refund-reasons/refund-reason-create/components/refund-reason-create-form/refund-reason-create-form.tsx

@@ -13,6 +13,7 @@ import { useCreateRefundReason } from "../../../../../hooks/api"
 
 const RefundReasonCreateSchema = z.object({
   label: z.string().min(1),
+  code: z.string().min(1),
   description: z.string().optional(),
 })
 
@@ -23,11 +24,20 @@ export const RefundReasonCreateForm = () => {
   const form = useForm<z.infer<typeof RefundReasonCreateSchema>>({
     defaultValues: {
       label: "",
+      code: "",
       description: "",
     },
     resolver: zodResolver(RefundReasonCreateSchema),
   })
 
+  const generateCodeFromLabel = (label: string) => {
+    return label
+      .toLowerCase()
+      .replace(/[^a-z0-9]/g, "_")
+      .replace(/_+/g, "_")
+      .replace(/^_|_$/g, "")
+  }
+
   const { mutateAsync, isPending } = useCreateRefundReason()
 
   const handleSubmit = form.handleSubmit(async (data) => {
@@ -81,6 +91,42 @@ export const RefundReasonCreateForm = () => {
                           placeholder={t(
                             "refundReasons.fields.label.placeholder"
                           )}
+                          onChange={(e) => {
+                            if (
+                              !form.getFieldState("code").isTouched ||
+                              !form.getValues("code")
+                            ) {
+                              form.setValue(
+                                "code",
+                                generateCodeFromLabel(e.target.value)
+                              )
+                            }
+                            field.onChange(e)
+                          }}
+                        />
+                      </Form.Control>
+                      <Form.ErrorMessage />
+                    </Form.Item>
+                  )
+                }}
+              />
+            </div>
+            <div className="grid gap-4 md:grid-cols-2">
+              <Form.Field
+                control={form.control}
+                name="code"
+                render={({ field }) => {
+                  return (
+                    <Form.Item>
+                      <Form.Label>
+                        {t("refundReasons.fields.code.label")}
+                      </Form.Label>
+                      <Form.Control>
+                        <Input
+                          {...field}
+                          placeholder={t(
+                            "refundReasons.fields.code.placeholder"
+                          )}
                         />
                       </Form.Control>
                       <Form.ErrorMessage />

packages/admin/dashboard/src/routes/refund-reasons/refund-reason-edit/components/refund-reason-edit-form/refund-reason-edit-form.tsx

@@ -8,7 +8,7 @@ import { z } from "zod"
 import { Form } from "../../../../../components/common/form"
 import { RouteDrawer, useRouteModal } from "../../../../../components/modals"
 import { KeyboundForm } from "../../../../../components/utilities/keybound-form"
-import { useUpdateRefundReason } from "../../../../../hooks/api/refund-reasons"
+import { useUpdateRefundReason } from "../../../../../hooks/api"
 
 type RefundReasonEditFormProps = {
   refundReason: HttpTypes.AdminRefundReason
@@ -16,6 +16,7 @@ type RefundReasonEditFormProps = {
 
 const RefundReasonEditSchema = z.object({
   label: z.string().min(1),
+  code: z.string().min(1),
   description: z.string().optional(),
 })
 
@@ -28,6 +29,7 @@ export const RefundReasonEditForm = ({
   const form = useForm<z.infer<typeof RefundReasonEditSchema>>({
     defaultValues: {
       label: refundReason.label,
+      code: refundReason.code,
       description: refundReason.description ?? undefined,
     },
     resolver: zodResolver(RefundReasonEditSchema),
@@ -78,6 +80,26 @@ export const RefundReasonEditForm = ({
               )
             }}
           />
+          <Form.Field
+            control={form.control}
+            name="code"
+            render={({ field }) => {
+              return (
+                <Form.Item>
+                  <Form.Label>
+                    {t("refundReasons.fields.code.label")}
+                  </Form.Label>
+                  <Form.Control>
+                    <Input
+                      {...field}
+                      placeholder={t("refundReasons.fields.code.placeholder")}
+                    />
+                  </Form.Control>
+                  <Form.ErrorMessage />
+                </Form.Item>
+              )
+            }}
+          />
           <Form.Field
             control={form.control}
             name="description"

packages/core/core-flows/src/order/workflows/payments/create-order-refund-credit-lines.ts

@@ -1,15 +1,6 @@
 import type { BigNumberInput, OrderDTO } from "@medusajs/framework/types"
-import {
+import { ChangeActionType, OrderChangeStatus, OrderChangeType, } from "@medusajs/framework/utils"
-  ChangeActionType,
+import { createStep, createWorkflow, transform, WorkflowData, } from "@medusajs/framework/workflows-sdk"
-  OrderChangeStatus,
-  OrderChangeType,
-} from "@medusajs/framework/utils"
-import {
-  WorkflowData,
-  createStep,
-  createWorkflow,
-  transform,
-} from "@medusajs/framework/workflows-sdk"
 import { useQueryGraphStep } from "../../../common"
 import { confirmOrderChanges } from "../../steps/confirm-order-changes"
 import { createOrderChangeStep } from "../../steps/create-order-change"
@@ -36,8 +27,10 @@ export const createOrderRefundCreditLinesWorkflow = createWorkflow(
   function (
     input: WorkflowData<{
       order_id: string
+      amount: BigNumberInput,
+      reference?: string,
+      referenceId?: string
       created_by?: string
-      amount: BigNumberInput
     }>
   ) {
     const orderQuery = useQueryGraphStep({
@@ -69,8 +62,8 @@ export const createOrderRefundCreditLinesWorkflow = createWorkflow(
         order_id: order.id,
         version: orderChange.version,
         action: ChangeActionType.CREDIT_LINE_ADD,
-        reference: "payment_collection",
+        reference: input.reference ?? "payment_collection",
-        reference_id: order.payment_collections[0]?.id,
+        reference_id: input.referenceId ?? order.payment_collections[0]?.id,
         amount: input.amount,
       })
     )

packages/core/core-flows/src/payment-collection/workflows/create-refund-reasons.ts

@@ -1,12 +1,5 @@
-import {
+import { CreateRefundReasonDTO, RefundReasonDTO, } from "@medusajs/framework/types"
-  CreateRefundReasonDTO,
+import { createWorkflow, WorkflowData, WorkflowResponse, } from "@medusajs/framework/workflows-sdk"
-  RefundReasonDTO,
-} from "@medusajs/framework/types"
-import {
-  WorkflowData,
-  WorkflowResponse,
-  createWorkflow,
-} from "@medusajs/framework/workflows-sdk"
 import { createRefundReasonStep } from "../steps/create-refund-reasons"
 
 /**
@@ -33,7 +26,8 @@ export const createRefundReasonsWorkflowId = "create-refund-reasons-workflow"
  *   input: {
  *     data: [
  *       {
- *         label: "damaged",
+ *         label: "Damaged",
+ *         code: "damaged"
  *       }
  *     ]
  *   }

packages/core/core-flows/src/payment/steps/refund-payment.ts

@@ -1,9 +1,6 @@
-import {
+import { BigNumberInput, IPaymentModuleService } from "@medusajs/framework/types"
-  BigNumberInput,
-  IPaymentModuleService,
-} from "@medusajs/framework/types"
 import { Modules } from "@medusajs/framework/utils"
-import { StepResponse, createStep } from "@medusajs/framework/workflows-sdk"
+import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk"
 
 /**
  * The data to refund a payment.

packages/core/core-flows/src/payment/workflows/refund-payment.ts

@@ -1,89 +1,10 @@
-import type {
+import { BigNumberInput } from "@medusajs/framework/types"
-  BigNumberInput,
+import { MathBN, PaymentEvents } from "@medusajs/framework/utils"
-  OrderDTO,
+import { createWorkflow, transform, when, WorkflowData, WorkflowResponse, } from "@medusajs/framework/workflows-sdk"
-  PaymentDTO,
-} from "@medusajs/framework/types"
-import { MathBN, MedusaError, PaymentEvents } from "@medusajs/framework/utils"
-import {
-  WorkflowData,
-  WorkflowResponse,
-  createStep,
-  createWorkflow,
-  transform,
-  when,
-} from "@medusajs/framework/workflows-sdk"
 import { emitEventStep, useRemoteQueryStep } from "../../common"
 import { addOrderTransactionStep } from "../../order/steps/add-order-transaction"
 import { refundPaymentStep } from "../steps/refund-payment"
-
+import { createOrderRefundCreditLinesWorkflow } from "../../order/workflows/payments/create-order-refund-credit-lines"
-/**
- * The data to validate whether the refund is valid for the order.
- */
-export type ValidateRefundStepInput = {
-  /**
-   * The order's details.
-   */
-  order: OrderDTO
-  /**
-   * The order's payment details.
-   */
-  payment: PaymentDTO
-  /**
-   * The amound to refund.
-   */
-  amount?: BigNumberInput
-}
-
-/**
- * This step validates that the refund is valid for the order.
- * If the order does not have an outstanding balance to refund, the step throws an error.
- *
- * :::note
- *
- * You can retrieve an order or payment's details using [Query](https://docs.medusajs.com/learn/fundamentals/module-links/query),
- * or [useQueryGraphStep](https://docs.medusajs.com/resources/references/medusa-workflows/steps/useQueryGraphStep).
- *
- * :::
- *
- * @example
- * const data = validateRefundStep({
- *   order: {
- *     id: "order_123",
- *     // other order details...
- *   },
- *   payment: {
- *     id: "payment_123",
- *     // other payment details...
- *   },
- *   amount: 10
- * })
- */
-export const validateRefundStep = createStep(
-  "validate-refund-step",
-  async function ({ order, payment, amount }: ValidateRefundStepInput) {
-    const pendingDifference =
-      order.summary?.raw_pending_difference! ??
-      order.summary?.pending_difference! ??
-      0
-
-    if (MathBN.gte(pendingDifference, 0)) {
-      throw new MedusaError(
-        MedusaError.Types.INVALID_DATA,
-        `Order does not have an outstanding balance to refund`
-      )
-    }
-
-    const amountPending = MathBN.mult(pendingDifference, -1)
-    const amountToRefund = amount ?? payment.raw_amount ?? payment.amount
-
-    if (MathBN.gt(amountToRefund, amountPending)) {
-      throw new MedusaError(
-        MedusaError.Types.INVALID_DATA,
-        `Cannot refund more than pending difference - ${amountPending}`
-      )
-    }
-  }
-)
 
 /**
  * The data to refund a payment.
@@ -101,6 +22,14 @@ export type RefundPaymentWorkflowInput = {
    * The amount to refund. If not provided, the full payment amount will be refunded.
    */
   amount?: BigNumberInput
+  /**
+   * The note to attach to the refund.
+   */
+  note?: string
+  /**
+   * The ID of the refund reason to attach to the refund.
+   */
+  refund_reason_id?: string
 }
 
 export const refundPaymentWorkflowId = "refund-payment-workflow"
@@ -156,7 +85,46 @@ export const refundPaymentWorkflow = createWorkflow(
       list: false,
     }).config({ name: "order" })
 
-    validateRefundStep({ order, payment, amount: input.amount })
+    const refundReason = when(
+      "fetch-refund-reason",
+      { input }, ({ input }) =>
+        !!input.refund_reason_id
+    ).then(() => {
+      return useRemoteQueryStep({
+        entry_point: "refund_reason",
+        fields: ["id", "label", "code"],
+        variables: { id: input.refund_reason_id },
+        list: false,
+        throw_if_key_not_found: true,
+      }).config({ name: "refund-reason" })
+    })
+
+    const creditLineAmount = transform({ order, payment, input }, ({ order, payment, input }) => {
+      const pendingDifference = order.summary?.raw_pending_difference! ?? order.summary?.pending_difference! ?? 0
+      const amountToRefund = input.amount ?? payment.raw_amount ?? payment.amount
+
+      if (MathBN.lt(pendingDifference, 0)) {
+        const amountOwed = MathBN.mult(pendingDifference, -1)
+
+        return MathBN.gt(amountToRefund, amountOwed) ?  MathBN.sub(amountToRefund, amountOwed) : 0
+      }
+
+      return amountToRefund
+    })
+
+    when(
+      { creditLineAmount, refundReason }, ({ creditLineAmount, refundReason }) => MathBN.gt(creditLineAmount, 0)
+    ).then(() => {
+      createOrderRefundCreditLinesWorkflow.runAsStep({
+        input: {
+          order_id: order.id,
+          amount: creditLineAmount,
+          reference: refundReason?.label,
+          referenceId: refundReason?.code
+        },
+      })
+    })
+
     const refundPayment = refundPaymentStep(input)
 
     when({ orderPaymentCollection }, ({ orderPaymentCollection }) => {

packages/core/types/src/http/refund-reason/admin/payloads.ts

@@ -6,6 +6,13 @@ type AdminBaseRefundReasonPayload = {
    * "Refund"
    */
   label: string
+  /**
+   * The refund reason's code.
+   *
+   * @example
+   * "refund"
+   */
+  code: string
   /**
    * The refund reason's description.
    */

packages/core/types/src/http/refund-reason/common.ts

@@ -13,6 +13,13 @@ export interface BaseRefundReason {
    * "Refund"
    */
   label: string
+  /**
+   * The refund reason's code.
+   *
+   * @example
+   * "refund"
+   */
+  code: string
   /**
    * The refund reason's description.
    */

packages/core/types/src/payment/mutations.ts

@@ -1,10 +1,6 @@
 import { BigNumberInput } from "../totals"
 import { PaymentCollectionStatus, PaymentSessionStatus } from "./common"
-import {
+import { PaymentAccountHolderDTO, PaymentCustomerDTO, PaymentProviderContext, } from "./provider"
-  PaymentAccountHolderDTO,
-  PaymentCustomerDTO,
-  PaymentProviderContext,
-} from "./provider"
 
 /**
  * The payment collection to be created.
@@ -356,6 +352,10 @@ export interface CreateRefundReasonDTO {
    * The label of the refund reason
    */
   label: string
+  /**
+   * The code of the refund reason
+   */
+  code: string
   /**
    * The description of the refund reason
    */

packages/core/types/src/payment/service.ts

@@ -22,20 +22,20 @@ import {
   RefundReasonDTO,
 } from "./common"
 import {
+  CreateAccountHolderDTO,
   CreateCaptureDTO,
   CreatePaymentCollectionDTO,
+  CreatePaymentMethodDTO,
   CreatePaymentSessionDTO,
   CreateRefundDTO,
   CreateRefundReasonDTO,
   PaymentCollectionUpdatableFields,
   ProviderWebhookPayload,
+  UpdateAccountHolderDTO,
   UpdatePaymentDTO,
   UpdatePaymentSessionDTO,
   UpdateRefundReasonDTO,
-  CreateAccountHolderDTO,
   UpsertPaymentCollectionDTO,
-  CreatePaymentMethodDTO,
-  UpdateAccountHolderDTO,
 } from "./mutations"
 import { WebhookActionResult } from "./provider"
 
@@ -1242,9 +1242,11 @@ export interface IPaymentModuleService extends IModuleService {
    *   await paymentModuleService.createRefundReasons([
    *     {
    *       label: "Too big",
+   *       code: "too_big
    *     },
    *     {
-   *       label: "Too big",
+   *       label: "Too small",
+   *       code: "too_small
    *     },
    *   ])
    */
@@ -1264,6 +1266,7 @@ export interface IPaymentModuleService extends IModuleService {
    * const refundReason =
    *   await paymentModuleService.createRefundReasons({
    *     label: "Too big",
+   *     code: "too_big"
    *   })
    */
   createRefundReasons(

packages/medusa/src/api/admin/payments/query-config.ts

@@ -12,6 +12,7 @@ export const defaultAdminPaymentFields = [
   "refunds.note",
   "refunds.payment_id",
   "refunds.refund_reason.label",
+  "refunds.refund_reason.code",
 ]
 
 export const listTransformQueryConfig = {

packages/medusa/src/api/admin/refund-reasons/query-config.ts

@@ -1,6 +1,7 @@
 export const defaultAdminRefundReasonFields = [
   "id",
   "label",
+  "code",
   "description",
   "created_at",
   "updated_at",

packages/medusa/src/api/admin/refund-reasons/validators.ts

@@ -7,6 +7,7 @@ export type AdminCreatePaymentRefundReasonType = z.infer<
 export const AdminCreatePaymentRefundReason = z
   .object({
     label: z.string(),
+    code: z.string(),
     description: z.string().nullish(),
   })
   .strict()
@@ -17,6 +18,7 @@ export type AdminUpdatePaymentRefundReasonType = z.infer<
 export const AdminUpdatePaymentRefundReason = z
   .object({
     label: z.string().optional(),
+    code: z.string().optional(),
     description: z.string().nullish(),
   })
   .strict()

packages/modules/payment/package.json

@@ -30,10 +30,10 @@
     "build": "rimraf dist && tsc --build && npm run resolve:aliases",
     "test": "jest --bail --passWithNoTests --forceExit -- src",
     "test:integration": "jest --forceExit -- integration-tests/**/__tests__/**/*.ts",
-    "migration:initial": "MIKRO_ORM_CLI_CONFIG=./mikro-orm.config.dev.ts MIKRO_ORM_ALLOW_GLOBAL_CLI=true medusa-mikro-orm migration:create --initial",
+    "migration:initial": "MIKRO_ORM_CLI_CONFIG=./mikro-orm.config.dev.ts MIKRO_ORM_ALLOW_GLOBAL_CLI=true medusa-mikro migration:create --initial",
-    "migration:create": "MIKRO_ORM_CLI_CONFIG=./mikro-orm.config.dev.ts MIKRO_ORM_ALLOW_GLOBAL_CLI=true medusa-mikro-orm-orm migration:create",
+    "migration:create": "MIKRO_ORM_CLI_CONFIG=./mikro-orm.config.dev.ts MIKRO_ORM_ALLOW_GLOBAL_CLI=true medusa-mikro-orm migration:create",
-    "migration:up": "MIKRO_ORM_CLI_CONFIG=./mikro-orm.config.dev.ts MIKRO_ORM_ALLOW_GLOBAL_CLI=true medusa-mikro-orm-orm migration:up",
+    "migration:up": "MIKRO_ORM_CLI_CONFIG=./mikro-orm.config.dev.ts MIKRO_ORM_ALLOW_GLOBAL_CLI=true medusa-mikro-orm migration:up",
-    "orm:cache:clear": "MIKRO_ORM_CLI_CONFIG=./mikro-orm.config.dev.ts MIKRO_ORM_ALLOW_GLOBAL_CLI=true medusa-mikro-orm-orm cache:clear"
+    "orm:cache:clear": "MIKRO_ORM_CLI_CONFIG=./mikro-orm.config.dev.ts MIKRO_ORM_ALLOW_GLOBAL_CLI=true medusa-mikro-orm cache:clear"
   },
   "devDependencies": {
     "@medusajs/framework": "2.10.3",

packages/modules/payment/src/migrations/Migration20250929124701.ts

@@ -0,0 +1,24 @@
+import { Migration } from "@mikro-orm/migrations"
+
+export class Migration20250929124701 extends Migration {
+  override async up(): Promise<void> {
+    // Step 1: Add the column as nullable
+    this.addSql(
+      `alter table "refund_reason" add column "code" text;`
+    )
+
+    // Step 2: Populate the code column from label (convert to snake_case)
+    this.addSql(`
+      update "refund_reason" 
+      set "code" = lower(replace("label", ' ', '_'));
+    `)
+
+    // Step 3: Set the column to not nullable
+    this.addSql(`alter table "refund_reason" alter column "code" set not null;`)
+  }
+
+  override async down(): Promise<void> {
+    // Remove the code column
+    this.addSql(`alter table "refund_reason" drop column "code";`)
+  }
+}

packages/modules/payment/src/models/refund-reason.ts

@@ -4,6 +4,7 @@ import Refund from "./refund"
 const RefundReason = model.define("RefundReason", {
   id: model.id({ prefix: "refr" }).primaryKey(),
   label: model.text().searchable(),
+  code: model.text().searchable(),
   description: model.text().searchable().nullable(),
   metadata: model.json().nullable(),
   refunds: model.hasMany(() => Refund, {