feat(core-flows,types,order,cart): assign tax lines only to regular products (#11994)

what:

- assign tax lines only to regular products

.changeset/shaggy-cooks-wave.md

@@ -0,0 +1,8 @@
+---
+"@medusajs/core-flows": patch
+"@medusajs/order": patch
+"@medusajs/cart": patch
+"@medusajs/types": patch
+---
+
+feat(core-flows,types,order,cart): assign tax lines only to regular products

integration-tests/http/__tests__/cart/store/cart.spec.ts

@@ -2001,6 +2001,72 @@ medusaIntegrationTestRunner({
           )
         })
 
+        it("should not generate tax lines for gift card products", async () => {
+          const giftCardProduct = (
+            await api.post(
+              `/admin/products`,
+              {
+                title: "Gift Card",
+                description: "test",
+                is_giftcard: true,
+                options: [
+                  {
+                    title: "Denomination",
+                    values: ["10", "20", "50", "100"],
+                  },
+                ],
+                variants: [
+                  {
+                    title: "10",
+                    sku: "special-shirt",
+                    options: {
+                      Denomination: "10",
+                    },
+                    manage_inventory: false,
+                    prices: [
+                      {
+                        amount: 1000,
+                        currency_code: "usd",
+                      },
+                    ],
+                  },
+                ],
+              },
+              adminHeaders
+            )
+          ).data.product
+
+          let updated = await api.post(
+            `/store/carts/${cart.id}/line-items?fields=+items.is_giftcard`,
+            { variant_id: giftCardProduct.variants[0].id, quantity: 1 },
+            storeHeaders
+          )
+
+          expect(updated.status).toEqual(200)
+          expect(updated.data.cart).toEqual(
+            expect.objectContaining({
+              id: cart.id,
+              items: expect.arrayContaining([
+                expect.objectContaining({
+                  is_giftcard: false,
+                  tax_lines: [
+                    expect.objectContaining({
+                      description: "CA Default Rate",
+                      code: "CADEFAULT",
+                      rate: 5,
+                      provider_id: "system",
+                    }),
+                  ],
+                }),
+                expect.objectContaining({
+                  is_giftcard: true,
+                  tax_lines: [],
+                }),
+              ]),
+            })
+          )
+        })
+
         it("should update a cart's region, sales channel, customer data and tax lines", async () => {
           const newSalesChannel = (
             await api.post(

integration-tests/modules/__tests__/cart/store/cart.workflows.spec.ts

@@ -820,6 +820,7 @@ medusaIntegrationTestRunner({
                   deleted_at: null,
                   id: expect.any(String),
                   is_discountable: false,
+                  is_giftcard: false,
                   is_tax_inclusive: false,
                   is_custom_price: true,
                   metadata: {
@@ -1179,6 +1180,7 @@ medusaIntegrationTestRunner({
                   // Custom line item
                   id: expect.any(String),
                   is_discountable: false,
+                  is_giftcard: false,
                   is_tax_inclusive: false,
                   is_custom_price: true,
                   quantity: 1,
@@ -1415,6 +1417,7 @@ medusaIntegrationTestRunner({
                   deleted_at: null,
                   id: expect.any(String),
                   is_discountable: false,
+                  is_giftcard: false,
                   is_tax_inclusive: false,
                   is_custom_price: true,
                   metadata: {
@@ -1876,6 +1879,7 @@ medusaIntegrationTestRunner({
                   deleted_at: null,
                   id: expect.any(String),
                   is_discountable: false,
+                  is_giftcard: false,
                   is_tax_inclusive: false,
                   is_custom_price: true,
                   metadata: {
@@ -1937,6 +1941,7 @@ medusaIntegrationTestRunner({
                   deleted_at: null,
                   id: expect.any(String),
                   is_discountable: false,
+                  is_giftcard: false,
                   is_tax_inclusive: false,
                   is_custom_price: true,
                   metadata: {

integration-tests/modules/__tests__/order/order.spec.ts

@@ -172,6 +172,7 @@ medusaIntegrationTestRunner({
               variant_option_values: null,
               requires_shipping: true,
               is_discountable: true,
+              is_giftcard: false,
               is_tax_inclusive: false,
               raw_compare_at_unit_price: null,
               raw_unit_price: {

packages/core/core-flows/src/cart/utils/fields.ts

@@ -16,6 +16,7 @@ export const cartFieldsForRefreshSteps = [
   "region.*",
   "items.*",
   "items.product.id",
+  "items.product.is_giftcard",
   "items.product.collection_id",
   "items.product.categories.id",
   "items.product.tags.id",
@@ -105,6 +106,7 @@ export const completeCartFields = [
   "payment_collection.payment_sessions.*",
   "items.variant.id",
   "items.variant.product.id",
+  "items.variant.product.is_giftcard",
   "items.variant.product.shipping_profile.id",
   "items.variant.manage_inventory",
   "items.variant.allow_backorder",
@@ -157,6 +159,7 @@ export const productVariantsFields = [
   "product.collection.title",
   "product.handle",
   "product.discountable",
+  "product.is_giftcard",
   "product.shipping_profile.id",
   "calculated_price.*",
   "inventory_items.inventory_item_id",

packages/core/core-flows/src/cart/utils/prepare-line-item-data.ts

@@ -150,6 +150,7 @@ export function prepareLineItemData(data: PrepareLineItemDataInput) {
     variant_option_values: item?.variant_option_values,
 
     is_discountable: variant?.product?.discountable ?? item?.is_discountable,
+    is_giftcard: variant?.product?.is_giftcard ?? false,
     requires_shipping: requiresShipping,
 
     unit_price: unitPrice,

packages/core/core-flows/src/cart/workflows/upsert-tax-lines.ts

@@ -21,6 +21,7 @@ const cartFields = [
   "items.id",
   "items.variant_id",
   "items.product_id",
+  "items.product.is_giftcard",
   "items.product_title",
   "items.product_description",
   "items.product_subtitle",

packages/core/core-flows/src/order/workflows/update-tax-lines.ts

@@ -17,6 +17,7 @@ const completeOrderFields = [
   "region.automatic_taxes",
   "items.id",
   "items.is_tax_inclusive",
+  "items.is_giftcard",
   "items.variant_id",
   "items.product_id",
   "items.product_title",
@@ -101,6 +102,7 @@ const lineItemFields = [
   "variant_id",
   "product_id",
   "is_tax_inclusive",
+  "is_giftcard",
   "product_title",
   "product_description",
   "product_subtitle",

packages/core/core-flows/src/tax/steps/get-item-tax-lines.ts

@@ -12,7 +12,7 @@ import {
   TaxableShippingDTO,
   TaxCalculationContext,
 } from "@medusajs/framework/types"
-import { MedusaError, Modules } from "@medusajs/framework/utils"
+import { isDefined, MedusaError, Modules } from "@medusajs/framework/utils"
 import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk"
 
 /**
@@ -168,6 +168,11 @@ export const getItemTaxLinesStep = createStep(
       is_return: isReturn = false,
       shipping_address: shippingAddress,
     } = data
+
+    const filteredItems = items.filter(
+      (item) => !item.is_giftcard || !isDefined(item.is_giftcard)
+    ) as OrderLineItemDTO[] | CartLineItemDTO[]
+
     const taxService = container.resolve<ITaxModuleService>(Modules.TAX)
 
     const taxContext = normalizeTaxModuleContext(
@@ -188,7 +193,7 @@ export const getItemTaxLinesStep = createStep(
 
     if (items.length) {
       stepResponseData.lineItemTaxLines = (await taxService.getTaxLines(
-        normalizeLineItemsForTax(orderOrCart, items),
+        normalizeLineItemsForTax(orderOrCart, filteredItems),
         taxContext
       )) as ItemTaxLineDTO[]
     }

packages/core/types/src/cart/common.ts

@@ -658,6 +658,11 @@ export interface CartLineItemDTO extends CartLineItemTotalsDTO {
    */
   is_discountable: boolean
 
+  /**
+   * Whether the line item is a gift card.
+   */
+  is_giftcard: boolean
+
   /**
    * Whether the line item price is tax inclusive.
    */

packages/core/types/src/order/common.ts

@@ -789,6 +789,11 @@ export interface OrderLineItemDTO extends OrderLineItemTotalsDTO {
    */
   is_discountable: boolean
 
+  /**
+   * Indicates whether the line item is a gift card.
+   */
+  is_giftcard: boolean
+
   /**
    * Indicates whether the line item price is tax inclusive.
    */

packages/modules/cart/integration-tests/__tests__/services/cart-module/index.spec.ts

@@ -2886,6 +2886,7 @@ moduleIntegrationTestRunner<ICartModuleService>({
             variant_option_values: null,
             requires_shipping: true,
             is_discountable: true,
+            is_giftcard: false,
             is_tax_inclusive: false,
             is_custom_price: false,
             raw_compare_at_unit_price: null,
@@ -2992,6 +2993,7 @@ moduleIntegrationTestRunner<ICartModuleService>({
             variant_option_values: null,
             requires_shipping: true,
             is_discountable: true,
+            is_giftcard: false,
             is_tax_inclusive: false,
             is_custom_price: false,
             raw_compare_at_unit_price: null,

packages/modules/cart/src/migrations/.snapshot-medusa-cart.json

@@ -757,6 +757,16 @@
           "default": "true",
           "mappedType": "boolean"
         },
+        "is_giftcard": {
+          "name": "is_giftcard",
+          "type": "boolean",
+          "unsigned": false,
+          "autoincrement": false,
+          "primary": false,
+          "nullable": false,
+          "default": "false",
+          "mappedType": "boolean"
+        },
         "is_tax_inclusive": {
           "name": "is_tax_inclusive",
           "type": "boolean",

packages/modules/cart/src/migrations/Migration20250326151602.ts

@@ -0,0 +1,15 @@
+import { Migration } from "@mikro-orm/migrations"
+
+export class Migration20250326151602 extends Migration {
+  override async up(): Promise<void> {
+    this.addSql(
+      `alter table if exists "cart_line_item" add column if not exists "is_giftcard" boolean not null default false;`
+    )
+  }
+
+  override async down(): Promise<void> {
+    this.addSql(
+      `alter table if exists "cart_line_item" drop column if exists "is_giftcard";`
+    )
+  }
+}

packages/modules/cart/src/models/line-item.ts

@@ -27,6 +27,7 @@ const LineItem = model
       variant_option_values: model.json().nullable(),
       requires_shipping: model.boolean().default(true),
       is_discountable: model.boolean().default(true),
+      is_giftcard: model.boolean().default(false),
       is_tax_inclusive: model.boolean().default(false),
       is_custom_price: model.boolean().default(false),
       compare_at_unit_price: model.bigNumber().nullable(),

packages/modules/order/src/migrations/Migration20250326151554.ts

@@ -0,0 +1,15 @@
+import { Migration } from "@mikro-orm/migrations"
+
+export class Migration20250326151554 extends Migration {
+  override async up(): Promise<void> {
+    this.addSql(
+      `alter table if exists "order_line_item" add column if not exists "is_giftcard" boolean not null default false;`
+    )
+  }
+
+  override async down(): Promise<void> {
+    this.addSql(
+      `alter table if exists "order_line_item" drop column if exists "is_giftcard";`
+    )
+  }
+}

packages/modules/order/src/models/line-item.ts

@@ -22,6 +22,7 @@ const _OrderLineItem = model
     variant_title: model.text().nullable(),
     variant_option_values: model.json().nullable(),
     requires_shipping: model.boolean().default(true),
+    is_giftcard: model.boolean().default(false),
     is_discountable: model.boolean().default(true),
     is_tax_inclusive: model.boolean().default(false),
     compare_at_unit_price: model.bigNumber().nullable(),