docs: added currency documentation pages (#3803)
* docs: added currency documentation pages * fixes to OAS
This commit is contained in:
@@ -0,0 +1,435 @@
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---
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description: 'Learn how to manage currencies using the Admin APIs. This includes how to list and update currencies, and how to manage currencies in a store.'
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addHowToData: true
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---
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import Tabs from '@theme/Tabs';
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import TabItem from '@theme/TabItem';
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# How to Manage Currencies Using Admin APIs
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In this document, you’ll learn how to manage currencies using the Admin APIs.
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## Overview
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The currencies admin APIs allow you to manage currencies in your commerce store.
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Currencies are available in your commerce system, even if they’re not added to the store. This guide explains how to manage currencies globally, and how to manage them from a store’s context.
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### Scenario
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You want to add or use the following admin functionalities:
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- List currencies
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- Update a currency
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- Manage currencies in a store including listing, adding, and removing currencies from a store.
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:::note
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As explained in the [Currencies architecture guide](../currencies.md), currencies are created through migrations. So, you can’t create a currency through the admin APIs.
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:::
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---
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## Prerequisites
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### Medusa Components
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It is assumed that you already have a Medusa backend installed and set up. If not, you can follow the [quickstart guide](../../../development/backend/install.mdx) to get started.
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### JS Client
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This guide includes code snippets to send requests to your Medusa backend using Medusa’s JS Client, among other methods.
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If you follow the JS Client code blocks, it’s assumed you already have [Medusa’s JS Client](../../../js-client/overview.md) installed and have [created an instance of the client](../../../js-client/overview.md#configuration).
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### Medusa React
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This guide also includes code snippets to send requests to your Medusa backend using Medusa React, among other methods.
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If you follow the Medusa React code blocks, it's assumed you already have [Medusa React installed](../../../medusa-react/overview.md) and have [used MedusaProvider higher in your component tree](../../../medusa-react/overview.md#usage).
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### Authenticated Admin User
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You must be an authenticated admin user before following along with the steps in the tutorial.
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You can learn more about [authenticating as an admin user in the API reference](/api/admin/#section/Authentication).
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---
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## List Currencies
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You can list all available currencies in your system by sending a request to the [List Currencies endpoint](/api/admin#tag/Currencies/operation/GetCurrencies):
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```ts
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medusa.admin.currencies.list()
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.then(({ currencies, count, offset, limit }) => {
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console.log(currencies.length)
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})
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```
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</TabItem>
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<TabItem value="medusa-react" label="Medusa React">
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```tsx
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import { Currency } from "@medusajs/medusa"
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import { useAdminCurrencies } from "medusa-react"
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const Currencies = () => {
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const { currencies, isLoading } = useAdminCurrencies()
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return (
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<div>
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{isLoading && <span>Loading...</span>}
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{currencies && !currencies.length && (
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<span>No Currencies</span>
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)}
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{currencies && currencies.length > 0 && (
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<ul>
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{currencies.map((currency: Currency) => (
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<li key={currency.code}>{currency.name}</li>
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))}
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</ul>
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)}
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</div>
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)
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}
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export default Currencies
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```ts
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fetch(`<BACKEND_URL>/admin/currencies`, {
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credentials: "include",
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})
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.then((response) => response.json())
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.then(({ currencies, count, offset, limit }) => {
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console.log(currencies.length)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X GET '<BACKEND_URL>/admin/currencies' \
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-H 'Authorization: Bearer <API_TOKEN>'
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```
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</TabItem>
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</Tabs>
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This endpoint accepts optional filter and search query parameters. For example, you can pass the `code` query parameter to search the list of currencies by a code. You can learn about available query parameters in the [API reference](/api/admin#tag/Currencies/operation/GetCurrencies).
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This request returns an array of currencies along with pagination parameters.
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---
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## Update Currencies
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You can update a currency by sending a request to the [Update Currency endpoint](/api/admin#tag/Currencies/operation/PostCurrenciesCurrency):
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```ts
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medusa.admin.currencies.update(code, {
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includes_tax: true,
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})
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.then(({ currency }) => {
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console.log(currency.code)
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})
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```
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</TabItem>
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<TabItem value="medusa-react" label="Medusa React">
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```tsx
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import { useAdminUpdateCurrency } from "medusa-react"
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const UpdateCode = () => {
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const updateCode = useAdminUpdateCurrency(code)
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// ...
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const handleUpdate = () => {
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updateCode.mutate({
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includes_tax,
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})
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}
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// ...
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}
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export default UpdateCode
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```ts
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fetch(`<BACKEND_URL>/admin/currencies/${code}`, {
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credentials: "include",
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method: "POST",
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headers: {
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"Content-Type": "application/json",
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},
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body: JSON.stringify({
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includes_tax,
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}),
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})
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.then((response) => response.json())
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.then(({ currency }) => {
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console.log(currency.code)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X GET '<BACKEND_URL>/admin/currencies/<CODE>' \
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-H 'Authorization: Bearer <API_TOKEN>' \
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-H 'Content-Type: application/json' \
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--data-raw '{
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"includes_tax": true
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}'
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```
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</TabItem>
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</Tabs>
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This endpoint requires the currency code as a path parameter.
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In the request body parameter, it accepts the field `includes_tax` which is a boolean value that indicates whether tax inclusion is enabled for the currency. This is only available if you’ve enabled the Tax Inclusive feature.
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:::tip
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You can learn more in the [Tax-Inclusive Pricing guide](../../taxes/inclusive-pricing.md).
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:::
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The request returns the updated currency as an object.
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---
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## Manage Currencies in a Store
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This section explains how you can manage the currencies of a store.
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### List Currencies in a Store
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You can list currencies in a store by sending a request to the [Get Store Details endpoint](/api/admin#tag/Store/operation/GetStore):
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```ts
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medusa.admin.store.retrieve()
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.then(({ store }) => {
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console.log(store.currencies, store.default_currency)
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})
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```
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</TabItem>
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<TabItem value="medusa-react" label="Medusa React">
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```tsx
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import { Currency } from "@medusajs/medusa"
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import { useAdminStore } from "medusa-react"
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const StoreCurrencies = () => {
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const { store, isLoading } = useAdminStore()
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return (
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<div>
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{isLoading && <span>Loading...</span>}
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{store && store.default_currency && (
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<span>
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Default Currency: {store.default_currency.code}
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</span>
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)}
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{store && !store.currencies.length && (
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<span>No Currencies</span>
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)}
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{store?.currencies && store.currencies.length > 0 && (
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<ul>
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{store.currencies.map((currency: Currency) => (
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<li key={currency.code}>{currency.name}</li>
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))}
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</ul>
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)}
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</div>
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)
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}
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export default StoreCurrencies
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```ts
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fetch(`<BACKEND_URL>/admin/store`, {
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credentials: "include",
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})
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.then((response) => response.json())
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.then(({ store }) => {
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console.log(store.currencies, store.default_currency)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X POST '<BACKEND_URL>/admin/store' \
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-H 'Authorization: Bearer <API_TOKEN>'
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```
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</TabItem>
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</Tabs>
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This request returns the store as an object. In that object, there are two properties related to currencies:
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1. `default_currency` is a currency object with details about the default currency.
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2. `currencies` is an array of currency objects.
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### Add Currency to the Store
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You can add a currency to a store using the [Add a Currency Code endpoint](/api/admin#tag/Store/operation/PostStoreCurrenciesCode):
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```ts
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medusa.admin.store.addCurrency(code)
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.then(({ store }) => {
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console.log(store.currencies)
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})
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```
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</TabItem>
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<TabItem value="medusa-react" label="Medusa React">
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```tsx
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import { useAdminAddStoreCurrency } from "medusa-react"
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const AddCurrency = () => {
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const addCode = useAdminAddStoreCurrency()
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// ...
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const handleAdd = () => {
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addCode.mutate(code)
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}
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// ...
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}
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export default AddCurrency
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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```ts
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fetch(`<BACKEND_URL>/admin/store/currencies/${code}`, {
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credentials: "include",
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method: "POST",
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})
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.then((response) => response.json())
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.then(({ store }) => {
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console.log(store.currencies)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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```bash
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curl -L -X POST '<BACKEND_URL>/admin/store/currencies/<CODE>' \
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-H 'Authorization: Bearer <API_TOKEN>'
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```
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</TabItem>
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</Tabs>
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This endpoint requires the currency code to be passed as a path parameter.
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The request returns the updated store as an object. You can access the new list of currencies under the `store.currencies` property.
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### Delete a Currency from the Store
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You can remove a currency from a store by sending a request to the [Delete Currency Code endpoint](/api/admin#tag/Store/operation/DeleteStoreCurrenciesCode):
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<Tabs groupId="request-type" wrapperClassName="code-tabs">
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<TabItem value="client" label="Medusa JS Client" default>
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```ts
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medusa.admin.store.deleteCurrency(code)
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.then(({ store }) => {
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console.log(store.currencies)
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})
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```
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</TabItem>
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<TabItem value="medusa-react" label="Medusa React">
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```tsx
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import { useAdminDeleteStoreCurrency } from "medusa-react"
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const DeleteCurrency = () => {
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const deleteCurrency = useAdminDeleteStoreCurrency()
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// ...
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const handleDelete = () => {
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deleteCurrency.mutate(code)
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}
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// ...
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}
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export default DeleteCurrency
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```
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</TabItem>
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<TabItem value="fetch" label="Fetch API">
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|
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```ts
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fetch(`<BACKEND_URL>/admin/store/currencies/${code}`, {
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credentials: "include",
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method: "DELETE",
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})
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.then((response) => response.json())
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.then(({ store }) => {
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console.log(store.currencies)
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})
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```
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</TabItem>
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<TabItem value="curl" label="cURL">
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|
||||
```bash
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curl -L -X DELETE '<BACKEND_URL>/admin/store/currencies/<CODE>' \
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-H 'Authorization: Bearer <API_TOKEN>'
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||||
```
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||||
|
||||
</TabItem>
|
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</Tabs>
|
||||
|
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This endpoint requires the currency code to be passed as a path parameter.
|
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|
||||
The request returns the updated store as an object. You can access the new list of currencies under the `store.currencies` property.
|
||||
|
||||
---
|
||||
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## See Also
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||||
|
||||
- [Currency architecture](../currencies.md)
|
||||
- [How to manage regions](./manage-regions.mdx)
|
||||
90
docs/content/modules/regions-and-currencies/currencies.md
Normal file
90
docs/content/modules/regions-and-currencies/currencies.md
Normal file
@@ -0,0 +1,90 @@
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---
|
||||
description: 'Learn about the Currency entity and its relation to other entities. Currencies are used to define the price of products, services, and other monetary details in a commerce system.'
|
||||
---
|
||||
|
||||
# Currency Architecture
|
||||
|
||||
In this document, you’ll learn about the Currency entity and its relation to other entities.
|
||||
|
||||
## Introduction
|
||||
|
||||
Currencies are used to define the price of products, services, and other monetary details in a commerce system.
|
||||
|
||||
Medusa supports multi-currency within your commerce store. You can specify prices per currency, and even per region. This means that you can serve customers globally without limitations related to pricing.
|
||||
|
||||
---
|
||||
|
||||
## Currency Entity Overview
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||||
|
||||
The `Currency` entity has the following attributes:
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||||
|
||||
- `code`: A string indicating the [3 character ISO code](https://en.wikipedia.org/wiki/ISO_4217#Active_codes) for the currency. This attribute also acts as a unique and primary column of the entity.
|
||||
- `symbol`: A string indicating the display symbol of the currency. This would typically be the symbol you would show to the customer or admin users when displaying a price.
|
||||
- `symbol_native`: A string indicating the native symbol of the currency.
|
||||
- `name`: A string indicating the name of the currency.
|
||||
|
||||
---
|
||||
|
||||
## How Currencies are Created
|
||||
|
||||
Currencies are defined in the core of your Medusa backend under `utils/currencies.js` (or `packages/medusa/src/utils/currencies.ts` if you’re using the Medusa mono-repository). They’re defined in an object in that file.
|
||||
|
||||
When you run the `migration` or `seed` command the first time on your Medusa server, a migration uses this object to insert all its properties (the currencies) into the database.
|
||||
|
||||
So, if you want to add more currencies, you can create a migration that inserts your currencies into the database.
|
||||
|
||||
:::tip
|
||||
|
||||
You can learn more about Migrations in [this guide](../../development/entities/migrations/overview.mdx).
|
||||
|
||||
:::
|
||||
|
||||
---
|
||||
|
||||
## Relation to Other Entities
|
||||
|
||||
### Store
|
||||
|
||||
A store has a default currency and can have many currencies. These currencies are then used in other relations, such as when associating a region with a currency.
|
||||
|
||||
There are two relations available on the `Store` entity related to the `Currency` entity:
|
||||
|
||||
- You can expand the `default_currency` relation on a store and access the default currency with `store.default_currency`. You can also use the `default_currency_code` attribute on the store to access the code of the default currency.
|
||||
- You can expand the `currencies` relation on a store and access the currencies with `store.currencies`.
|
||||
|
||||
### Region
|
||||
|
||||
Each region is associated with a currency. A currency can be used in more than one region, but a region can have only one currency.
|
||||
|
||||
The relation is available on a region by expanding the `region.currency` relation and accessing `region.currency`. You can also access the currency code through the attribute `currency_code` on the region.
|
||||
|
||||
### MoneyAmount
|
||||
|
||||
The `MoneyAmount` entity is used to store the price of different entities within your commerce store.
|
||||
|
||||
The relation is available on the `MoneyAmount` entity by expanding the `currency` relation and accessing `money_amount.currency`. You can also access the currency code through the attribute `currency_code` on the money amount.
|
||||
|
||||
### Order
|
||||
|
||||
The `Order` entity includes a relation to the currency, as it is the currency that the order was placed in.
|
||||
|
||||
The relation is available on the `Order` entity by expanding the `currency` relation and accessing `order.currency`. You can also access the currency code through the attribute `currency_code` on the order.
|
||||
|
||||
### Payment
|
||||
|
||||
The `Payment` entity is used to represent a payment of any kind, such as for orders. Each payment is associated with a currency.
|
||||
|
||||
The relation is available on the `Payment` entity by expanding the `currency` relation and accessing `payment.currency_code`. You can also access the currency code through the attribute `currency_code` on the payment.
|
||||
|
||||
### PaymentCollection
|
||||
|
||||
The `PaymentCollection` entity is used to represent a collection of payments. Each payment collection is associated with a currency.
|
||||
|
||||
The relation is available on the `PaymentCollection` entity by expanding the `currency` relation and accessing `payment_collection.currency_code`. You can also access the currency code through the attribute `currency_code` on the payment collection.
|
||||
|
||||
---
|
||||
|
||||
## See Also
|
||||
|
||||
- [Price Selection Strategy](../price-lists/price-selection-strategy.md)
|
||||
- [Tax-Inclusive Pricing](../taxes/inclusive-pricing.md)
|
||||
@@ -55,12 +55,11 @@ You have complete control over the format and value of the price of a product pe
|
||||
<DocCardList colSize={6} items={[
|
||||
{
|
||||
type: 'link',
|
||||
href: '#',
|
||||
href: '/modules/regions-and-currencies/admin/manage-currencies',
|
||||
label: 'Admin: Manage Currencies',
|
||||
customProps: {
|
||||
icon: Icons['academic-cap-solid'],
|
||||
description: 'Learn how to manage currencies using the Admin APIs.',
|
||||
isSoon: true
|
||||
description: 'Learn how to manage currencies using the Admin APIs.'
|
||||
}
|
||||
},
|
||||
{
|
||||
@@ -119,12 +118,11 @@ Learn how Regions and Currencies are built, their relation to other modules, and
|
||||
},
|
||||
{
|
||||
type: 'link',
|
||||
href: '#',
|
||||
href: '/modules/regions-and-currencies/currencies',
|
||||
label: 'Architecture: Currency',
|
||||
customProps: {
|
||||
icon: Icons['circle-stack-solid'],
|
||||
description: 'Learn about the Currency Architecture.',
|
||||
isSoon: true,
|
||||
}
|
||||
},
|
||||
]} />
|
||||
|
||||
@@ -32,7 +32,7 @@ import { EntityManager } from "typeorm"
|
||||
* includes_tax: true
|
||||
* })
|
||||
* .then(({ currency }) => {
|
||||
* console.log(currency.id);
|
||||
* console.log(currency.code);
|
||||
* });
|
||||
* - lang: Shell
|
||||
* label: cURL
|
||||
|
||||
@@ -28,7 +28,7 @@ import { EntityManager } from "typeorm"
|
||||
* // must be previously logged in or use api token
|
||||
* medusa.admin.store.addCurrency('eur')
|
||||
* .then(({ store }) => {
|
||||
* console.log(store.id);
|
||||
* console.log(store.currencies);
|
||||
* });
|
||||
* - lang: Shell
|
||||
* label: cURL
|
||||
|
||||
@@ -28,7 +28,7 @@ import { EntityManager } from "typeorm"
|
||||
* // must be previously logged in or use api token
|
||||
* medusa.admin.store.deleteCurrency('eur')
|
||||
* .then(({ store }) => {
|
||||
* console.log(store.id);
|
||||
* console.log(store.currencies);
|
||||
* });
|
||||
* - lang: Shell
|
||||
* label: cURL
|
||||
|
||||
@@ -456,12 +456,9 @@ module.exports = {
|
||||
label: "Regions",
|
||||
},
|
||||
{
|
||||
type: "link",
|
||||
href: "#",
|
||||
type: "doc",
|
||||
id: "modules/regions-and-currencies/currencies",
|
||||
label: "Currencies",
|
||||
customProps: {
|
||||
sidebar_is_soon: true,
|
||||
},
|
||||
},
|
||||
{
|
||||
type: "html",
|
||||
@@ -476,12 +473,9 @@ module.exports = {
|
||||
label: "Admin: Manage Regions",
|
||||
},
|
||||
{
|
||||
type: "link",
|
||||
href: "#",
|
||||
type: "doc",
|
||||
id: "modules/regions-and-currencies/admin/manage-currencies",
|
||||
label: "Admin: Manage Currencies",
|
||||
customProps: {
|
||||
sidebar_is_soon: true,
|
||||
},
|
||||
},
|
||||
{
|
||||
type: "doc",
|
||||
|
||||
Reference in New Issue
Block a user