diff --git a/www/apps/book/app/learn/customization/custom-features/api-route/page.mdx b/www/apps/book/app/learn/customization/custom-features/api-route/page.mdx index dc416aa76d..0fb7c20a15 100644 --- a/www/apps/book/app/learn/customization/custom-features/api-route/page.mdx +++ b/www/apps/book/app/learn/customization/custom-features/api-route/page.mdx @@ -63,7 +63,7 @@ export const POST = async ( You export a route handler function with its name (`POST`) being the HTTP method of the API route you're exposing. -The function receives two parameters: a `MedusaRequest` object to access request details, and `MedusaResponse` object to return or manipulate the response. The `MedusaRequest` object's `scope` property is the [Medusa container](../../../fundamentals/medusa-container/page.mdx) that holds framework tools and custom and core modules' services. +The function receives two parameters: a `MedusaRequest` object to access request details, and `MedusaResponse` object to return or manipulate the response. The `MedusaRequest` object's `scope` property is the [Medusa container](../../../fundamentals/medusa-container/page.mdx) that holds Framework tools and custom and core modules' services. diff --git a/www/apps/book/app/learn/customization/custom-features/workflow/page.mdx b/www/apps/book/app/learn/customization/custom-features/workflow/page.mdx index 3a199303f4..0751fd1cd6 100644 --- a/www/apps/book/app/learn/customization/custom-features/workflow/page.mdx +++ b/www/apps/book/app/learn/customization/custom-features/workflow/page.mdx @@ -67,7 +67,7 @@ You create a `createBrandStep` using the `createStep` function. It accepts the s The step function receives two parameters: input passed to the step when it's invoked, and an object of general context and configurations. This object has a `container` property, which is the Medusa container. -The [Medusa container](../../../fundamentals/medusa-container/page.mdx) is a registry of framework and commerce tools accessible in your customizations, such as a workflow's step. The Medusa application registers the services of core and custom modules in the container, allowing you to resolve and use them. +The [Medusa container](../../../fundamentals/medusa-container/page.mdx) is a registry of Framework and commerce tools accessible in your customizations, such as a workflow's step. The Medusa application registers the services of core and custom modules in the container, allowing you to resolve and use them. So, In the step function, you use the Medusa container to resolve the Brand Module's service and use its generated `createBrands` method, which accepts an object of brands to create. diff --git a/www/apps/book/app/learn/customization/extend-features/extend-create-product/page.mdx b/www/apps/book/app/learn/customization/extend-features/extend-create-product/page.mdx index 81a81619f8..feca6ddedc 100644 --- a/www/apps/book/app/learn/customization/extend-features/extend-create-product/page.mdx +++ b/www/apps/book/app/learn/customization/extend-features/extend-create-product/page.mdx @@ -87,7 +87,7 @@ createProductsWorkflow.hooks.productsCreated( Workflows have a special `hooks` property to access its hooks and consume them. Each hook, such as `productsCreated`, accepts a step function as a parameter. The step function accepts the following parameters: 1. An object having an `additional_data` property, which is the custom data passed in the request body under `additional_data`. The object will also have properties passed from the workflow to the hook, which in this case is the `products` property that holds an array of the created products. -2. An object of properties related to the step's context. It has a `container` property whose value is the [Medusa container](../../../fundamentals/medusa-container/page.mdx) to resolve framework and commerce tools. +2. An object of properties related to the step's context. It has a `container` property whose value is the [Medusa container](../../../fundamentals/medusa-container/page.mdx) to resolve Framework and commerce tools. In the step, if a brand ID is passed in `additional_data`, you resolve the Brand Module's service and use its generated `retrieveBrand` method to retrieve the brand by its ID. The `retrieveBrand` method will throw an error if the brand doesn't exist. diff --git a/www/apps/book/app/learn/customization/extend-features/page.mdx b/www/apps/book/app/learn/customization/extend-features/page.mdx index 2f0e066aac..01a256445f 100644 --- a/www/apps/book/app/learn/customization/extend-features/page.mdx +++ b/www/apps/book/app/learn/customization/extend-features/page.mdx @@ -8,7 +8,7 @@ In the upcoming chapters, you'll learn about the concepts and tools to extend Me In other commerce platforms, you extend core features and models through hacky workarounds that can introduce unexpected issues and side effects across the platform. It also makes your application difficult to maintain and upgrade in the long run. -Medusa's framework and orchestration tools mitigate these issues while supporting all your customization needs: +The Medusa Framework and orchestration tools mitigate these issues while supporting all your customization needs: - [Module Links](../../fundamentals/module-links/page.mdx): Link data models of different modules without building direct dependencies, ensuring that the Medusa application integrates your modules without side effects. - [Workflow Hooks](../../fundamentals/workflows/workflow-hooks/page.mdx): inject custom functionalities into a workflow at predefined points, called hooks. This allows you to perform custom actions as a part of a core workflow without hacky workarounds. diff --git a/www/apps/book/app/learn/customization/integrate-systems/handle-event/page.mdx b/www/apps/book/app/learn/customization/integrate-systems/handle-event/page.mdx index b7778fa80a..3ec38cd144 100644 --- a/www/apps/book/app/learn/customization/integrate-systems/handle-event/page.mdx +++ b/www/apps/book/app/learn/customization/integrate-systems/handle-event/page.mdx @@ -264,7 +264,7 @@ A subscriber file must export: The subscriber function accepts an object parameter that has two properties: - `event`: An object of event details. Its `data` property holds the event's data payload, which is the brand's ID. -- `container`: The Medusa container used to resolve framework and commerce tools. +- `container`: The Medusa container used to resolve Framework and commerce tools. In the function, you execute the `syncBrandToCmsWorkflow`, passing it the data payload as an input. So, everytime a brand is created, Medusa will execute this function, which in turn executes the workflow to sync the brand to the CMS. diff --git a/www/apps/book/app/learn/customization/integrate-systems/page.mdx b/www/apps/book/app/learn/customization/integrate-systems/page.mdx index c09ef24a2f..1044bd541c 100644 --- a/www/apps/book/app/learn/customization/integrate-systems/page.mdx +++ b/www/apps/book/app/learn/customization/integrate-systems/page.mdx @@ -6,7 +6,7 @@ export const metadata = { Commerce applications often connect to third-party systems that provide additional or specialized features. For example, you may integrate a Content-Management System (CMS) for rich content features, a payment provider to process credit-card payments, and a notification service to send emails. -Medusa's framework facilitates integrating these systems and orchestrating operations across them, saving you the effort of managing them yourself. You won't find those capabilities in other commerce platforms that in these scenarios become a bottleneck to building customizations and iterating quickly. +The Medusa Framework facilitates integrating these systems and orchestrating operations across them, saving you the effort of managing them yourself. You won't find those capabilities in other commerce platforms that in these scenarios become a bottleneck to building customizations and iterating quickly. In Medusa, you integrate a third-party system by: diff --git a/www/apps/book/app/learn/customization/integrate-systems/schedule-task/page.mdx b/www/apps/book/app/learn/customization/integrate-systems/schedule-task/page.mdx index fb422992d7..1a1ae2fc99 100644 --- a/www/apps/book/app/learn/customization/integrate-systems/schedule-task/page.mdx +++ b/www/apps/book/app/learn/customization/integrate-systems/schedule-task/page.mdx @@ -320,7 +320,7 @@ A scheduled job file must export: - `name`: A unique name for the scheduled job. - `schedule`: A string that holds a [cron expression](https://crontab.guru/) indicating the schedule to run the job. -The scheduled job function accepts as a parameter the [Medusa container](../../../fundamentals/medusa-container/page.mdx) used to resolve framework and commerce tools. You then execute the `syncBrandsFromCmsWorkflow` and use its result to log how many brands were created or updated. +The scheduled job function accepts as a parameter the [Medusa container](../../../fundamentals/medusa-container/page.mdx) used to resolve Framework and commerce tools. You then execute the `syncBrandsFromCmsWorkflow` and use its result to log how many brands were created or updated. Based on the cron expression specified in `config.schedule`, Medusa will run the scheduled job every day at midnight. You can also change it to `* * * * *` to run it every minute for easier debugging. @@ -340,6 +340,6 @@ If you set the schedule to `* * * * *` for debugging, the scheduled job will run ## Summary -By following the previous chapters, you utilized Medusa's framework and orchestration tools to perform and automate tasks that span across systems. +By following the previous chapters, you utilized the Medusa Framework and orchestration tools to perform and automate tasks that span across systems. With Medusa, you can integrate any service from your commerce ecosystem with ease. You don't have to set up separate applications to manage your different customizations, or worry about data inconsistency across systems. Your efforts only go into implementing the business logic that ties your systems together. diff --git a/www/apps/book/app/learn/customization/integrate-systems/service/page.mdx b/www/apps/book/app/learn/customization/integrate-systems/service/page.mdx index bb3743b2eb..a954cbad22 100644 --- a/www/apps/book/app/learn/customization/integrate-systems/service/page.mdx +++ b/www/apps/book/app/learn/customization/integrate-systems/service/page.mdx @@ -66,7 +66,7 @@ export default CmsModuleService You create a `CmsModuleService` that will hold the methods to connect to the third-party CMS. A service's constructor accepts two parameters: -1. The module's container. Since a module is [isolated](../../../fundamentals/modules/isolation/page.mdx), it has a [local container](../../../fundamentals/modules/container/page.mdx) different than the Medusa container you use in other customizations. This container holds framework tools like the [Logger utility](../../../debugging-and-testing/logging/page.mdx) and resources within the module. +1. The module's container. Since a module is [isolated](../../../fundamentals/modules/isolation/page.mdx), it has a [local container](../../../fundamentals/modules/container/page.mdx) different than the Medusa container you use in other customizations. This container holds Framework tools like the [Logger utility](../../../debugging-and-testing/logging/page.mdx) and resources within the module. 2. Options passed to the module when it's later added in Medusa's configurations. These options are useful to pass secret keys or configurations that ensure your module is re-usable across applications. For the CMS Module, you accept the API key to connect to the dummy CMS as an option. When integrating a third-party system that has a Node.js SDK or client, you can initialize that client in the constructor to be used in the service's methods. diff --git a/www/apps/book/app/learn/fundamentals/medusa-container/page.mdx b/www/apps/book/app/learn/fundamentals/medusa-container/page.mdx index 27828531ac..beaeed86ec 100644 --- a/www/apps/book/app/learn/fundamentals/medusa-container/page.mdx +++ b/www/apps/book/app/learn/fundamentals/medusa-container/page.mdx @@ -8,7 +8,7 @@ In this chapter, you’ll learn about the Medusa container and how to use it. ## What is the Medusa Container? -The Medusa container is a registry of framework and commerce tools that's accessible across your application. Medusa automatically registers these tools in the container, including custom ones that you've built, so that you can use them in your customizations. +The Medusa container is a registry of Framework and commerce tools that's accessible across your application. Medusa automatically registers these tools in the container, including custom ones that you've built, so that you can use them in your customizations. In other platforms, if you have a resource A (for example, a class) that depends on a resource B, you have to manually add resource B to the container or specify it beforehand as A's dependency, which is often done in a file separate from A's code. This becomes difficult to manage as you maintain larger applications with many changing dependencies. diff --git a/www/apps/book/app/learn/fundamentals/workflows/page.mdx b/www/apps/book/app/learn/fundamentals/workflows/page.mdx index c2a2c70d79..a2295044b3 100644 --- a/www/apps/book/app/learn/fundamentals/workflows/page.mdx +++ b/www/apps/book/app/learn/fundamentals/workflows/page.mdx @@ -235,7 +235,7 @@ You’ll receive the following response: ## Access Medusa Container in Workflow Steps -A step receives an object as a second parameter with configurations and context-related properties. One of these properties is the `container` property, which is the [Medusa container](../medusa-container/page.mdx) to allow you to resolve framework and commerce tools in your application. +A step receives an object as a second parameter with configurations and context-related properties. One of these properties is the `container` property, which is the [Medusa container](../medusa-container/page.mdx) to allow you to resolve Framework and commerce tools in your application. For example, consider you want to implement a workflow that returns the total products in your application. Create the file `src/workflows/product-count.ts` with the following content: diff --git a/www/apps/book/app/learn/page.mdx b/www/apps/book/app/learn/page.mdx index aa704fd05f..e45d71fec0 100644 --- a/www/apps/book/app/learn/page.mdx +++ b/www/apps/book/app/learn/page.mdx @@ -8,12 +8,12 @@ export const metadata = { # {metadata.title} -Medusa is a digital commerce platform with a built-in framework for customization. +Medusa is a digital commerce platform with a built-in Framework for customization. Medusa ships with three main tools: 1. A suite of [commerce modules](!resources!/commerce-modules) with core commerce functionalities, such as tracking inventory, calculating cart totals, accepting payments, managing orders, and much more. -2. A framework for building custom functionalities specific to your business, product, or industry. This includes tools for introducing custom API endpoints, business logic, and data models; building workflows and automations; and integrating with third-party services. +2. A Framework for building custom functionalities specific to your business, product, or industry. This includes tools for introducing custom API endpoints, business logic, and data models; building workflows and automations; and integrating with third-party services. 3. A customizable admin dashboard for merchants to configure and operate their store. When you install Medusa, you get a fully fledged commerce platform with all the features you need to get off the ground. However, unlike other platforms, Medusa is built with customization in mind. You don't need to build hacky workarounds that are difficult to maintain and scale. Your efforts go into building features that brings your business's vision to life. diff --git a/www/apps/book/public/llms-full.txt b/www/apps/book/public/llms-full.txt index 4366dd7482..8e9ff14e00 100644 --- a/www/apps/book/public/llms-full.txt +++ b/www/apps/book/public/llms-full.txt @@ -2,12 +2,12 @@ # Introduction -Medusa is a digital commerce platform with a built-in framework for customization. +Medusa is a digital commerce platform with a built-in Framework for customization. Medusa ships with three main tools: 1. A suite of [commerce modules](https://docs.medusajs.com/resources/commerce-modules/index.html.md) with core commerce functionalities, such as tracking inventory, calculating cart totals, accepting payments, managing orders, and much more. -2. A framework for building custom functionalities specific to your business, product, or industry. This includes tools for introducing custom API endpoints, business logic, and data models; building workflows and automations; and integrating with third-party services. +2. A Framework for building custom functionalities specific to your business, product, or industry. This includes tools for introducing custom API endpoints, business logic, and data models; building workflows and automations; and integrating with third-party services. 3. A customizable admin dashboard for merchants to configure and operate their store. When you install Medusa, you get a fully fledged commerce platform with all the features you need to get off the ground. However, unlike other platforms, Medusa is built with customization in mind. You don't need to build hacky workarounds that are difficult to maintain and scale. Your efforts go into building features that brings your business's vision to life. @@ -458,6 +458,443 @@ npm install ``` +# Build Custom Features + +In the upcoming chapters, you'll follow step-by-step guides to build custom features in Medusa. These guides gradually introduce Medusa's concepts to help you understand what they are and how to use them. + +By following these guides, you'll add brands to the Medusa application that you can associate with products. + +To build a custom feature in Medusa, you need three main tools: + +- [Module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md): a package with commerce logic for a single domain. It defines new tables to add to the database, and a class of methods to manage these tables. +- [Workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md): a tool to perform an operation comprising multiple steps with built-in rollback and retry mechanisms. +- [API route](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md): a REST endpoint that exposes commerce features to clients, such as the admin dashboard or a storefront. The API route executes a workflow that implements the commerce feature using modules. + +![Diagram showcasing the flow of a custom developed feature](https://res.cloudinary.com/dza7lstvk/image/upload/v1725867628/Medusa%20Book/custom-development_nofvp6.jpg) + +*** + +## Next Chapters: Brand Module Example + +The next chapters will guide you to: + +1. Build a Brand Module that creates a `Brand` data model and provides data-management features. +2. Add a workflow to create a brand. +3. Expose an API route that allows admin users to create a brand using the workflow. + + +# Customize Medusa Admin Dashboard + +In the previous chapters, you've customized your Medusa application to [add brands](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md), [expose an API route to create brands](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md), and [linked brands to products](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md). + +After customizing and extending your application with new features, you may need to provide an interface for admin users to utilize these features. The Medusa Admin dashboard is extendable, allowing you to: + +- Insert components, called [widgets](https://docs.medusajs.com/learn/fundamentals/admin/widgets/index.html.md), on existing pages. +- Add new pages, called [UI Routes](https://docs.medusajs.com/learn/fundamentals/admin/ui-routes/index.html.md). + +From these customizations, you can send requests to custom API routes, allowing admin users to manage custom resources on the dashboard + +*** + +## Next Chapters: View Brands in Dashboard + +In the next chapters, you'll continue with the brands example to: + +- Add a new section to the product details page that shows the product's brand. +- Add a new page in the dashboard that shows all brands in the store. + + +# Extend Core Commerce Features + +In the upcoming chapters, you'll learn about the concepts and tools to extend Medusa's core commerce features. + +In other commerce platforms, you extend core features and models through hacky workarounds that can introduce unexpected issues and side effects across the platform. It also makes your application difficult to maintain and upgrade in the long run. + +The Medusa Framework and orchestration tools mitigate these issues while supporting all your customization needs: + +- [Module Links](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md): Link data models of different modules without building direct dependencies, ensuring that the Medusa application integrates your modules without side effects. +- [Workflow Hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md): inject custom functionalities into a workflow at predefined points, called hooks. This allows you to perform custom actions as a part of a core workflow without hacky workarounds. +- [Additional Data in API Routes](https://docs.medusajs.com/learn/fundamentals/api-routes/additional-data/index.html.md): Configure core API routes to accept request parameters relevant to your customizations. These parameters are passed to the underlying workflow's hooks, where you can manage your custom data as part of an existing flow. + +*** + +## Next Chapters: Link Brands to Products Example + +The next chapters explain how to use the tools mentioned above with step-by-step guides. You'll continue with the [brands example from the previous chapters](https://docs.medusajs.com/learn/customization/custom-features/index.html.md) to: + +- Link brands from the custom [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) to products from Medusa's [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md). +- Extend the core product-creation workflow and the API route that uses it to allow setting the brand of a newly created product. +- Retrieve a product's associated brand's details. + + +# Re-Use Customizations with Plugins + +In the previous chapters, you've learned important concepts related to creating modules, implementing commerce features in workflows, exposing those features in API routes, customizing the Medusa Admin dashboard with Admin Extensions, and integrating third-party systems. + +You've implemented the brands example within a single Medusa application. However, this approach is not scalable when you want to reuse your customizations across multiple projects. + +To reuse your customizations across multiple Medusa applications, such as implementing brands in different projects, you can create a plugin. A plugin is an NPM package that encapsulates your customizations and can be installed in any Medusa application. Plugins can include modules, workflows, API routes, Admin Extensions, and more. + +![Diagram showcasing how the Brand Plugin would add its resources to any application it's installed in](https://res.cloudinary.com/dza7lstvk/image/upload/v1737540091/Medusa%20Book/brand-plugin_bk9zi9.jpg) + +Medusa provides the tooling to create a plugin package, test it in a local Medusa application, and publish it to NPM. + +To learn more about plugins and how to create them, refer to [this chapter](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md). + + +# Customizations Next Steps: Learn the Fundamentals + +The previous guides introduced Medusa's different concepts and how you can use them to customize Medusa for a realistic use case, You added brands to your application, linked them to products, customized the admin dashboard, and integrated a third-party CMS. + +The next chapters will cover each of these concepts in depth, with the different ways you can use them, their options or configurations, and more advanced features that weren't covered in the previous guides. While you can start building with Medusa, it's highly recommended to follow the next chapters for a better understanding of Medusa's fundamentals. + +## Useful Guides + +The following guides and references are useful for your development journey: + +3. [Commerce Modules](https://docs.medusajs.com/resources/commerce-modules/index.html.md): Browse the list of commerce modules in Medusa and their references to learn how to use them. +4. [Service Factory Reference](https://docs.medusajs.com/resources/service-factory-reference/index.html.md): Learn about the methods generated by `MedusaService` with examples. +5. [Workflows Reference](https://docs.medusajs.com/resources/medusa-workflows-reference/index.html.md): Browse the list of core workflows and their hooks that are useful for your customizations. +6. [Admin Injection Zones](https://docs.medusajs.com/resources/admin-widget-injection-zones/index.html.md): Browse the injection zones in the Medusa Admin to learn where you can inject widgets. + +*** + +## More Examples in Recipes + +In the [Recipes](https://docs.medusajs.com/resources/recipes/index.html.md) documentation, you'll also find step-by-step guides for different use cases, such as building a marketplace, digital products, and more. + + +# General Medusa Application Deployment Guide + +In this document, you'll learn the general steps to deploy your Medusa application. How you apply these steps depend on your chosen hosting provider or platform. + +Find how-to guides for specific platforms in [this documentation](https://docs.medusajs.com/resources/deployment/index.html.md). + +Want Medusa to manage and maintain your infrastructure? [Sign up and learn more about Medusa Cloud](https://medusajs.com/pricing) + +Medusa Cloud is our managed services offering that makes deploying and operating Medusa applications possible without having to worry about configuring, scaling, and maintaining infrastructure. Medusa Cloud hosts your server, Admin dashboard, database, and Redis instance. + +With Medusa Cloud, you maintain full customization control as you deploy your own modules and customizations directly from GitHub: + +- Push to deploy. +- Multiple testing environments. +- Preview environments for new PRs. +- Test on production-like data. + +### Prerequisites + +- [Medusa application’s codebase hosted on GitHub repository.](https://docs.medusajs.com/learn/index.html.md) + +## What You'll Deploy + +When you deploy the Medusa application, you need to deploy the following resources: + +1. PostgreSQL database: This is the database that will hold your Medusa application's details. +2. Redis database: This is the database that will store the Medusa server's session. +3. Medusa application in [server and worker mode](https://docs.medusajs.com/learn/production/worker-mode/index.html.md), where: + - The server mode handles incoming API requests and serving the Medusa Admin dashboard. + - The worker mode handles background tasks, such as scheduled jobs and subscribers. + +So, when choosing a hosting provider, make sure it supports deploying these resources. Also, for optimal experience, the hosting provider and plan must offer at least 2GB of RAM. + +*** + +## 1. Configure Medusa Application + +### Worker Mode + +The `workerMode` configuration determines which mode the Medusa application runs in. When you deploy the Medusa application, you deploy two instances: one in server mode, and one in worker mode. + +Learn more about worker mode in the [Worker Module chapter](https://docs.medusajs.com/learn/production/worker-mode/index.html.md). + +So, add the following configuration in `medusa-config.ts`: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + projectConfig: { + // ... + workerMode: process.env.MEDUSA_WORKER_MODE as "shared" | "worker" | "server", + }, +}) +``` + +Later, you’ll set different values of the `MEDUSA_WORKER_MODE` environment variable for each Medusa application deployment or instance. + +### Configure Medusa Admin + +The Medusa Admin is served by the Medusa server application. So, you need to disable it in the worker Medusa application only. + +To disable the Medusa Admin in the worker Medusa application while keeping it enabled in the server Medusa application, add the following configuration in `medusa-config.ts`: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + // ... + admin: { + disable: process.env.DISABLE_MEDUSA_ADMIN === "true", + }, +}) +``` + +Later, you’ll set different values of the `DISABLE_MEDUSA_ADMIN` environment variable for each Medusa application instance. + +### Configure Redis URL + +The `redisUrl` configuration specifies the connection URL to Redis to store the Medusa server's session. + +Learn more in the [Medusa Configuration documentation](https://docs.medusajs.com/learn/configurations/medusa-config#redisurl/index.html.md). + +So, add the following configuration in `medusa-config.ts` : + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + projectConfig: { + // ... + redisUrl: process.env.REDIS_URL, + }, +}) +``` + +*** + +## 2. Add predeploy Script + +Before you start the Medusa application in production, you should always run migrations and sync links. + +So, add the following script in `package.json`: + +```json +"scripts": { + // ... + "predeploy": "medusa db:migrate" +}, +``` + +*** + +## 3. Install Production Modules and Providers + +By default, your Medusa application uses modules and providers useful for development, such as the In-Memory Cache Module or the Local File Module Provider. + +It’s highly recommended to instead use modules and providers suitable for production, including: + +- [Redis Cache Module](https://docs.medusajs.com/resources/architectural-modules/cache/redis/index.html.md) +- [Redis Event Bus Module](https://docs.medusajs.com/resources/architectural-modules/event/redis/index.html.md) +- [Workflow Engine Redis Module](https://docs.medusajs.com/resources/architectural-modules/workflow-engine/redis/index.html.md) +- [S3 File Module Provider](https://docs.medusajs.com/resources/architectural-modules/file/s3/index.html.md) (or other file module providers production-ready). +- [SendGrid Notification Module Provider](https://docs.medusajs.com/resources/architectural-modules/notification/sendgrid/index.html.md) (or other notification module providers production-ready). + +Then, add these modules in `medusa-config.ts`: + +```ts title="medusa-config.ts" +import { Modules } from "@medusajs/framework/utils" + +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "@medusajs/medusa/cache-redis", + options: { + redisUrl: process.env.REDIS_URL, + }, + }, + { + resolve: "@medusajs/medusa/event-bus-redis", + options: { + redisUrl: process.env.REDIS_URL, + }, + }, + { + resolve: "@medusajs/medusa/workflow-engine-redis", + options: { + redis: { + url: process.env.REDIS_URL, + }, + }, + }, + ], +}) +``` + +Check out the [Integrations](https://docs.medusajs.com/resources/integrations/index.html.md) and [Architectural Modules](https://docs.medusajs.com/resources/architectural-modules/index.html.md) documentation for other modules and providers to use. + +*** + +## 4. Create PostgreSQL and Redis Databases + +Your Medusa application must connect to PostgreSQL and Redis databases. So, before you deploy it, create production PostgreSQL and Redis databases. + +If your hosting provider doesn't support databases, you can use [Neon for PostgreSQL database hosting](https://neon.tech/), and [Redis Cloud for the Redis database hosting](https://redis.io/cloud/). + +After hosting both databases, keep their connection URLs for the next steps. + +*** + +## 5. Deploy Medusa Application in Server Mode + +As mentioned earlier, you'll deploy two instances or create two deployments of your Medusa application: one in server mode, and the other in worker mode. + +The deployment steps depend on your hosting provider. This section provides the general steps to perform during the deployment. + +### Set Environment Variables + +When setting the environment variables of the Medusa application, set the following variables: + +```bash +COOKIE_SECRET=supersecret # TODO GENERATE SECURE SECRET +JWT_SECRET=supersecret # TODO GENERATE SECURE SECRET +STORE_CORS= # STOREFRONT URL +ADMIN_CORS= # ADMIN URL +AUTH_CORS= # STOREFRONT AND ADMIN URLS, SEPARATED BY COMMAS +DISABLE_MEDUSA_ADMIN=false +MEDUSA_WORKER_MODE=server +PORT=9000 +DATABASE_URL # POSTGRES DATABASE URL +REDIS_URL= # REDIS DATABASE URL +``` + +Where: + +- The value of `COOKIE_SECRET` and `JWT_SECRET` must be a randomly generated secret. +- `STORE_CORS`'s value is the URL of your storefront. If you don’t have it yet, you can skip adding it for now. +- `ADMIN_CORS`'s value is the URL of the admin dashboard, which is the same as the server Medusa application. You can add it later if you don't currently have it. +- `AUTH_CORS`'s value is the URLs of any application authenticating users, customers, or other actor types, such as the storefront and admin URLs. The URLs are separated by commas. If you don’t have the URLs yet, you can set its value later. +- Set `DISABLE_MEDUSA_ADMIN`'s value to `false` so that the admin is built with the server application. +- Set the PostgreSQL database's connection URL as the value of `DATABASE_URL` +- Set the Redis database's connection URL as the value of `REDIS_URL`. + +Feel free to add any other relevant environment variables, such as for integrations and architectural modules. If you're using environment variables in your admin customizations, make sure to set them as well, as they're inlined during the build process. + +### Set Start Command + +The Medusa application's production build, which is created using the `build` command, outputs the Medusa application to `.medusa/server`. So, you must install the dependencies in the `.medusa/server` directory, then run the `start` command in it. + +If your hosting provider doesn't support setting a current-working directory, set the start command to the following: + +```bash npm2yarn +cd .medusa/server && npm install && npm run predeploy && npm run start +``` + +Notice that you run the `predeploy` command before starting the Medusa application to run migrations and sync links whenever there's an update. + +### Set Backend URL in Admin Configuration + +The Medusa Admin is built and hosted statically. To send requests to the Medusa server application, you must set the backend URL in the Medusa Admin's configuration. + +After you’ve obtained the Medusa application’s URL, add the following configuration to `medusa-config.ts`: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + // ... + admin: { + // ... + backendUrl: process.env.MEDUSA_BACKEND_URL, + }, +}) +``` + +Then, push the changes to the GitHub repository or deployed application. + +In your hosting provider, add or modify the following environment variables for the Medusa application in server mode: + +```bash +ADMIN_CORS= # MEDUSA APPLICATION URL +AUTH_CORS= # ADD MEDUSA APPLICATION URL +MEDUSA_BACKEND_URL= # URL TO DEPLOYED MEDUSA APPLICATION +``` + +Where you set the value of `ADMIN_CORS` and `MEDUSA_BACKEND_URL` to the Medusa application’s URL, and you add the URL to `AUTH_CORS`. + +After setting the environment variables, make sure to restart the deployment for the changes to take effect. + +Remember to separate URLs in `AUTH_CORS` by commas. + +*** + +## 6. Deploy Medusa Application in Worker Mode + +Next, you'll deploy the Medusa application in worker mode. + +As explained in the previous section, the deployment steps depend on your hosting provider. This section provides the general steps to perform during the deployment. + +### Set Environment Variables + +When setting the environment variables of the Medusa application, set the following variables: + +```bash +COOKIE_SECRET=supersecret # TODO GENERATE SECURE SECRET +JWT_SECRET=supersecret # TODO GENERATE SECURE SECRET +DISABLE_MEDUSA_ADMIN=true +MEDUSA_WORKER_MODE=worker +PORT=9000 +DATABASE_URL # POSTGRES DATABASE URL +REDIS_URL= # REDIS DATABASE URL +``` + +Where: + +- The value of `COOKIE_SECRET` and `JWT_SECRET` must be a randomly generated secret. +- Set `DISABLE_MEDUSA_ADMIN`'s value to `true` so that the admin isn't built with the worker application. +- Set the PostgreSQL database's connection URL as the value of `DATABASE_URL` +- Set the Redis database's connection URL as the value of `REDIS_URL`. + +Feel free to add any other relevant environment variables, such as for integrations and architectural modules. + +### Set Start Command + +The Medusa application's production build, which is created using the `build` command, outputs the Medusa application to `.medusa/server`. So, you must install the dependencies in the `.medusa/server` directory, then run the `start` command in it. + +If your hosting provider doesn't support setting a current-working directory, set the start command to the following: + +```bash npm2yarn +cd .medusa/server && npm run install && npm run start +``` + +*** + +## 7. Test Deployed Application + +Once the application is deployed and live, go to `/health`, where `` is the URL of the Medusa application in server mode. If the deployment was successful, you’ll see the `OK` response. + +The Medusa Admin is also available at `/app`. + +*** + +## Create Admin User + +If your hosting provider supports running commands in your Medusa application's directory, run the following command to create an admin user: + +```bash +npx medusa user -e admin-medusa@test.com -p supersecret +``` + +Replace the email `admin-medusa@test.com` and password `supersecret` with the credentials you want. + +You can use these credentials to log into the Medusa Admin dashboard. + + +# Integrate Third-Party Systems + +Commerce applications often connect to third-party systems that provide additional or specialized features. For example, you may integrate a Content-Management System (CMS) for rich content features, a payment provider to process credit-card payments, and a notification service to send emails. + +The Medusa Framework facilitates integrating these systems and orchestrating operations across them, saving you the effort of managing them yourself. You won't find those capabilities in other commerce platforms that in these scenarios become a bottleneck to building customizations and iterating quickly. + +In Medusa, you integrate a third-party system by: + +1. Creating a module whose service provides the methods to connect to and perform operations in the third-party system. +2. Building workflows that complete tasks spanning across systems. You use the module that integrates a third-party system in the workflow's steps. +3. Executing the workflows you built in an [API route](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md), at a scheduled time, or when an event is emitted. + +*** + +## Next Chapters: Sync Brands Example + +In the previous chapters, you've [added brands](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) to your Medusa application. In the next chapters, you will: + +1. Integrate a dummy third-party CMS in the Brand Module. +2. Sync brands to the CMS when a brand is created. +3. Sync brands from the CMS at a daily schedule. + + # Medusa Application Configuration In this chapter, you'll learn available configurations in the Medusa application. You can change the application's configurations to customize the behavior of the application, its integrated modules and plugins, and more. @@ -1405,135 +1842,6 @@ import { BrandModuleService } from "@/modules/brand/service" ``` -# Build Custom Features - -In the upcoming chapters, you'll follow step-by-step guides to build custom features in Medusa. These guides gradually introduce Medusa's concepts to help you understand what they are and how to use them. - -By following these guides, you'll add brands to the Medusa application that you can associate with products. - -To build a custom feature in Medusa, you need three main tools: - -- [Module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md): a package with commerce logic for a single domain. It defines new tables to add to the database, and a class of methods to manage these tables. -- [Workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md): a tool to perform an operation comprising multiple steps with built-in rollback and retry mechanisms. -- [API route](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md): a REST endpoint that exposes commerce features to clients, such as the admin dashboard or a storefront. The API route executes a workflow that implements the commerce feature using modules. - -![Diagram showcasing the flow of a custom developed feature](https://res.cloudinary.com/dza7lstvk/image/upload/v1725867628/Medusa%20Book/custom-development_nofvp6.jpg) - -*** - -## Next Chapters: Brand Module Example - -The next chapters will guide you to: - -1. Build a Brand Module that creates a `Brand` data model and provides data-management features. -2. Add a workflow to create a brand. -3. Expose an API route that allows admin users to create a brand using the workflow. - - -# Extend Core Commerce Features - -In the upcoming chapters, you'll learn about the concepts and tools to extend Medusa's core commerce features. - -In other commerce platforms, you extend core features and models through hacky workarounds that can introduce unexpected issues and side effects across the platform. It also makes your application difficult to maintain and upgrade in the long run. - -Medusa's framework and orchestration tools mitigate these issues while supporting all your customization needs: - -- [Module Links](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md): Link data models of different modules without building direct dependencies, ensuring that the Medusa application integrates your modules without side effects. -- [Workflow Hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md): inject custom functionalities into a workflow at predefined points, called hooks. This allows you to perform custom actions as a part of a core workflow without hacky workarounds. -- [Additional Data in API Routes](https://docs.medusajs.com/learn/fundamentals/api-routes/additional-data/index.html.md): Configure core API routes to accept request parameters relevant to your customizations. These parameters are passed to the underlying workflow's hooks, where you can manage your custom data as part of an existing flow. - -*** - -## Next Chapters: Link Brands to Products Example - -The next chapters explain how to use the tools mentioned above with step-by-step guides. You'll continue with the [brands example from the previous chapters](https://docs.medusajs.com/learn/customization/custom-features/index.html.md) to: - -- Link brands from the custom [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) to products from Medusa's [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md). -- Extend the core product-creation workflow and the API route that uses it to allow setting the brand of a newly created product. -- Retrieve a product's associated brand's details. - - -# Customize Medusa Admin Dashboard - -In the previous chapters, you've customized your Medusa application to [add brands](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md), [expose an API route to create brands](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md), and [linked brands to products](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md). - -After customizing and extending your application with new features, you may need to provide an interface for admin users to utilize these features. The Medusa Admin dashboard is extendable, allowing you to: - -- Insert components, called [widgets](https://docs.medusajs.com/learn/fundamentals/admin/widgets/index.html.md), on existing pages. -- Add new pages, called [UI Routes](https://docs.medusajs.com/learn/fundamentals/admin/ui-routes/index.html.md). - -From these customizations, you can send requests to custom API routes, allowing admin users to manage custom resources on the dashboard - -*** - -## Next Chapters: View Brands in Dashboard - -In the next chapters, you'll continue with the brands example to: - -- Add a new section to the product details page that shows the product's brand. -- Add a new page in the dashboard that shows all brands in the store. - - -# Integrate Third-Party Systems - -Commerce applications often connect to third-party systems that provide additional or specialized features. For example, you may integrate a Content-Management System (CMS) for rich content features, a payment provider to process credit-card payments, and a notification service to send emails. - -Medusa's framework facilitates integrating these systems and orchestrating operations across them, saving you the effort of managing them yourself. You won't find those capabilities in other commerce platforms that in these scenarios become a bottleneck to building customizations and iterating quickly. - -In Medusa, you integrate a third-party system by: - -1. Creating a module whose service provides the methods to connect to and perform operations in the third-party system. -2. Building workflows that complete tasks spanning across systems. You use the module that integrates a third-party system in the workflow's steps. -3. Executing the workflows you built in an [API route](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md), at a scheduled time, or when an event is emitted. - -*** - -## Next Chapters: Sync Brands Example - -In the previous chapters, you've [added brands](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) to your Medusa application. In the next chapters, you will: - -1. Integrate a dummy third-party CMS in the Brand Module. -2. Sync brands to the CMS when a brand is created. -3. Sync brands from the CMS at a daily schedule. - - -# Customizations Next Steps: Learn the Fundamentals - -The previous guides introduced Medusa's different concepts and how you can use them to customize Medusa for a realistic use case, You added brands to your application, linked them to products, customized the admin dashboard, and integrated a third-party CMS. - -The next chapters will cover each of these concepts in depth, with the different ways you can use them, their options or configurations, and more advanced features that weren't covered in the previous guides. While you can start building with Medusa, it's highly recommended to follow the next chapters for a better understanding of Medusa's fundamentals. - -## Useful Guides - -The following guides and references are useful for your development journey: - -3. [Commerce Modules](https://docs.medusajs.com/resources/commerce-modules/index.html.md): Browse the list of commerce modules in Medusa and their references to learn how to use them. -4. [Service Factory Reference](https://docs.medusajs.com/resources/service-factory-reference/index.html.md): Learn about the methods generated by `MedusaService` with examples. -5. [Workflows Reference](https://docs.medusajs.com/resources/medusa-workflows-reference/index.html.md): Browse the list of core workflows and their hooks that are useful for your customizations. -6. [Admin Injection Zones](https://docs.medusajs.com/resources/admin-widget-injection-zones/index.html.md): Browse the injection zones in the Medusa Admin to learn where you can inject widgets. - -*** - -## More Examples in Recipes - -In the [Recipes](https://docs.medusajs.com/resources/recipes/index.html.md) documentation, you'll also find step-by-step guides for different use cases, such as building a marketplace, digital products, and more. - - -# Re-Use Customizations with Plugins - -In the previous chapters, you've learned important concepts related to creating modules, implementing commerce features in workflows, exposing those features in API routes, customizing the Medusa Admin dashboard with Admin Extensions, and integrating third-party systems. - -You've implemented the brands example within a single Medusa application. However, this approach is not scalable when you want to reuse your customizations across multiple projects. - -To reuse your customizations across multiple Medusa applications, such as implementing brands in different projects, you can create a plugin. A plugin is an NPM package that encapsulates your customizations and can be installed in any Medusa application. Plugins can include modules, workflows, API routes, Admin Extensions, and more. - -![Diagram showcasing how the Brand Plugin would add its resources to any application it's installed in](https://res.cloudinary.com/dza7lstvk/image/upload/v1737540091/Medusa%20Book/brand-plugin_bk9zi9.jpg) - -Medusa provides the tooling to create a plugin package, test it in a local Medusa application, and publish it to NPM. - -To learn more about plugins and how to create them, refer to [this chapter](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md). - - # Medusa's Architecture In this chapter, you'll learn about the architectural layers in Medusa. @@ -1607,660 +1915,6 @@ The following diagram illustrates Medusa's architecture including all its layers ![Full diagram illustrating Medusa's architecture combining all the different layers.](https://res.cloudinary.com/dza7lstvk/image/upload/v1727174897/Medusa%20Book/architectural-diagram-full.jpg) -# General Medusa Application Deployment Guide - -In this document, you'll learn the general steps to deploy your Medusa application. How you apply these steps depend on your chosen hosting provider or platform. - -Find how-to guides for specific platforms in [this documentation](https://docs.medusajs.com/resources/deployment/index.html.md). - -Want Medusa to manage and maintain your infrastructure? [Sign up and learn more about Medusa Cloud](https://medusajs.com/pricing) - -Medusa Cloud is our managed services offering that makes deploying and operating Medusa applications possible without having to worry about configuring, scaling, and maintaining infrastructure. Medusa Cloud hosts your server, Admin dashboard, database, and Redis instance. - -With Medusa Cloud, you maintain full customization control as you deploy your own modules and customizations directly from GitHub: - -- Push to deploy. -- Multiple testing environments. -- Preview environments for new PRs. -- Test on production-like data. - -### Prerequisites - -- [Medusa application’s codebase hosted on GitHub repository.](https://docs.medusajs.com/learn/index.html.md) - -## What You'll Deploy - -When you deploy the Medusa application, you need to deploy the following resources: - -1. PostgreSQL database: This is the database that will hold your Medusa application's details. -2. Redis database: This is the database that will store the Medusa server's session. -3. Medusa application in [server and worker mode](https://docs.medusajs.com/learn/production/worker-mode/index.html.md), where: - - The server mode handles incoming API requests and serving the Medusa Admin dashboard. - - The worker mode handles background tasks, such as scheduled jobs and subscribers. - -So, when choosing a hosting provider, make sure it supports deploying these resources. Also, for optimal experience, the hosting provider and plan must offer at least 2GB of RAM. - -*** - -## 1. Configure Medusa Application - -### Worker Mode - -The `workerMode` configuration determines which mode the Medusa application runs in. When you deploy the Medusa application, you deploy two instances: one in server mode, and one in worker mode. - -Learn more about worker mode in the [Worker Module chapter](https://docs.medusajs.com/learn/production/worker-mode/index.html.md). - -So, add the following configuration in `medusa-config.ts`: - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - projectConfig: { - // ... - workerMode: process.env.MEDUSA_WORKER_MODE as "shared" | "worker" | "server", - }, -}) -``` - -Later, you’ll set different values of the `MEDUSA_WORKER_MODE` environment variable for each Medusa application deployment or instance. - -### Configure Medusa Admin - -The Medusa Admin is served by the Medusa server application. So, you need to disable it in the worker Medusa application only. - -To disable the Medusa Admin in the worker Medusa application while keeping it enabled in the server Medusa application, add the following configuration in `medusa-config.ts`: - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - // ... - admin: { - disable: process.env.DISABLE_MEDUSA_ADMIN === "true", - }, -}) -``` - -Later, you’ll set different values of the `DISABLE_MEDUSA_ADMIN` environment variable for each Medusa application instance. - -### Configure Redis URL - -The `redisUrl` configuration specifies the connection URL to Redis to store the Medusa server's session. - -Learn more in the [Medusa Configuration documentation](https://docs.medusajs.com/learn/configurations/medusa-config#redisurl/index.html.md). - -So, add the following configuration in `medusa-config.ts` : - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - projectConfig: { - // ... - redisUrl: process.env.REDIS_URL, - }, -}) -``` - -*** - -## 2. Add predeploy Script - -Before you start the Medusa application in production, you should always run migrations and sync links. - -So, add the following script in `package.json`: - -```json -"scripts": { - // ... - "predeploy": "medusa db:migrate" -}, -``` - -*** - -## 3. Install Production Modules and Providers - -By default, your Medusa application uses modules and providers useful for development, such as the In-Memory Cache Module or the Local File Module Provider. - -It’s highly recommended to instead use modules and providers suitable for production, including: - -- [Redis Cache Module](https://docs.medusajs.com/resources/architectural-modules/cache/redis/index.html.md) -- [Redis Event Bus Module](https://docs.medusajs.com/resources/architectural-modules/event/redis/index.html.md) -- [Workflow Engine Redis Module](https://docs.medusajs.com/resources/architectural-modules/workflow-engine/redis/index.html.md) -- [S3 File Module Provider](https://docs.medusajs.com/resources/architectural-modules/file/s3/index.html.md) (or other file module providers production-ready). -- [SendGrid Notification Module Provider](https://docs.medusajs.com/resources/architectural-modules/notification/sendgrid/index.html.md) (or other notification module providers production-ready). - -Then, add these modules in `medusa-config.ts`: - -```ts title="medusa-config.ts" -import { Modules } from "@medusajs/framework/utils" - -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "@medusajs/medusa/cache-redis", - options: { - redisUrl: process.env.REDIS_URL, - }, - }, - { - resolve: "@medusajs/medusa/event-bus-redis", - options: { - redisUrl: process.env.REDIS_URL, - }, - }, - { - resolve: "@medusajs/medusa/workflow-engine-redis", - options: { - redis: { - url: process.env.REDIS_URL, - }, - }, - }, - ], -}) -``` - -Check out the [Integrations](https://docs.medusajs.com/resources/integrations/index.html.md) and [Architectural Modules](https://docs.medusajs.com/resources/architectural-modules/index.html.md) documentation for other modules and providers to use. - -*** - -## 4. Create PostgreSQL and Redis Databases - -Your Medusa application must connect to PostgreSQL and Redis databases. So, before you deploy it, create production PostgreSQL and Redis databases. - -If your hosting provider doesn't support databases, you can use [Neon for PostgreSQL database hosting](https://neon.tech/), and [Redis Cloud for the Redis database hosting](https://redis.io/cloud/). - -After hosting both databases, keep their connection URLs for the next steps. - -*** - -## 5. Deploy Medusa Application in Server Mode - -As mentioned earlier, you'll deploy two instances or create two deployments of your Medusa application: one in server mode, and the other in worker mode. - -The deployment steps depend on your hosting provider. This section provides the general steps to perform during the deployment. - -### Set Environment Variables - -When setting the environment variables of the Medusa application, set the following variables: - -```bash -COOKIE_SECRET=supersecret # TODO GENERATE SECURE SECRET -JWT_SECRET=supersecret # TODO GENERATE SECURE SECRET -STORE_CORS= # STOREFRONT URL -ADMIN_CORS= # ADMIN URL -AUTH_CORS= # STOREFRONT AND ADMIN URLS, SEPARATED BY COMMAS -DISABLE_MEDUSA_ADMIN=false -MEDUSA_WORKER_MODE=server -PORT=9000 -DATABASE_URL # POSTGRES DATABASE URL -REDIS_URL= # REDIS DATABASE URL -``` - -Where: - -- The value of `COOKIE_SECRET` and `JWT_SECRET` must be a randomly generated secret. -- `STORE_CORS`'s value is the URL of your storefront. If you don’t have it yet, you can skip adding it for now. -- `ADMIN_CORS`'s value is the URL of the admin dashboard, which is the same as the server Medusa application. You can add it later if you don't currently have it. -- `AUTH_CORS`'s value is the URLs of any application authenticating users, customers, or other actor types, such as the storefront and admin URLs. The URLs are separated by commas. If you don’t have the URLs yet, you can set its value later. -- Set `DISABLE_MEDUSA_ADMIN`'s value to `false` so that the admin is built with the server application. -- Set the PostgreSQL database's connection URL as the value of `DATABASE_URL` -- Set the Redis database's connection URL as the value of `REDIS_URL`. - -Feel free to add any other relevant environment variables, such as for integrations and architectural modules. If you're using environment variables in your admin customizations, make sure to set them as well, as they're inlined during the build process. - -### Set Start Command - -The Medusa application's production build, which is created using the `build` command, outputs the Medusa application to `.medusa/server`. So, you must install the dependencies in the `.medusa/server` directory, then run the `start` command in it. - -If your hosting provider doesn't support setting a current-working directory, set the start command to the following: - -```bash npm2yarn -cd .medusa/server && npm install && npm run predeploy && npm run start -``` - -Notice that you run the `predeploy` command before starting the Medusa application to run migrations and sync links whenever there's an update. - -### Set Backend URL in Admin Configuration - -The Medusa Admin is built and hosted statically. To send requests to the Medusa server application, you must set the backend URL in the Medusa Admin's configuration. - -After you’ve obtained the Medusa application’s URL, add the following configuration to `medusa-config.ts`: - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - // ... - admin: { - // ... - backendUrl: process.env.MEDUSA_BACKEND_URL, - }, -}) -``` - -Then, push the changes to the GitHub repository or deployed application. - -In your hosting provider, add or modify the following environment variables for the Medusa application in server mode: - -```bash -ADMIN_CORS= # MEDUSA APPLICATION URL -AUTH_CORS= # ADD MEDUSA APPLICATION URL -MEDUSA_BACKEND_URL= # URL TO DEPLOYED MEDUSA APPLICATION -``` - -Where you set the value of `ADMIN_CORS` and `MEDUSA_BACKEND_URL` to the Medusa application’s URL, and you add the URL to `AUTH_CORS`. - -After setting the environment variables, make sure to restart the deployment for the changes to take effect. - -Remember to separate URLs in `AUTH_CORS` by commas. - -*** - -## 6. Deploy Medusa Application in Worker Mode - -Next, you'll deploy the Medusa application in worker mode. - -As explained in the previous section, the deployment steps depend on your hosting provider. This section provides the general steps to perform during the deployment. - -### Set Environment Variables - -When setting the environment variables of the Medusa application, set the following variables: - -```bash -COOKIE_SECRET=supersecret # TODO GENERATE SECURE SECRET -JWT_SECRET=supersecret # TODO GENERATE SECURE SECRET -DISABLE_MEDUSA_ADMIN=true -MEDUSA_WORKER_MODE=worker -PORT=9000 -DATABASE_URL # POSTGRES DATABASE URL -REDIS_URL= # REDIS DATABASE URL -``` - -Where: - -- The value of `COOKIE_SECRET` and `JWT_SECRET` must be a randomly generated secret. -- Set `DISABLE_MEDUSA_ADMIN`'s value to `true` so that the admin isn't built with the worker application. -- Set the PostgreSQL database's connection URL as the value of `DATABASE_URL` -- Set the Redis database's connection URL as the value of `REDIS_URL`. - -Feel free to add any other relevant environment variables, such as for integrations and architectural modules. - -### Set Start Command - -The Medusa application's production build, which is created using the `build` command, outputs the Medusa application to `.medusa/server`. So, you must install the dependencies in the `.medusa/server` directory, then run the `start` command in it. - -If your hosting provider doesn't support setting a current-working directory, set the start command to the following: - -```bash npm2yarn -cd .medusa/server && npm run install && npm run start -``` - -*** - -## 7. Test Deployed Application - -Once the application is deployed and live, go to `/health`, where `` is the URL of the Medusa application in server mode. If the deployment was successful, you’ll see the `OK` response. - -The Medusa Admin is also available at `/app`. - -*** - -## Create Admin User - -If your hosting provider supports running commands in your Medusa application's directory, run the following command to create an admin user: - -```bash -npx medusa user -e admin-medusa@test.com -p supersecret -``` - -Replace the email `admin-medusa@test.com` and password `supersecret` with the credentials you want. - -You can use these credentials to log into the Medusa Admin dashboard. - - -# Configure Instrumentation - -In this chapter, you'll learn about observability in Medusa and how to configure instrumentation with OpenTelemetry. - -## Observability with OpenTelemtry - -Medusa uses [OpenTelemetry](https://opentelemetry.io/) for instrumentation and reporting. When configured, it reports traces for: - -- HTTP requests -- Workflow executions -- Query usages -- Database queries and operations - -*** - -## How to Configure Instrumentation in Medusa? - -### Prerequisites - -- [An exporter to visualize your application's traces, such as Zipkin.](https://zipkin.io/pages/quickstart.html) - -### Install Dependencies - -Start by installing the following OpenTelemetry dependencies in your Medusa project: - -```bash npm2yarn -npm install @opentelemetry/sdk-node @opentelemetry/resources @opentelemetry/sdk-trace-node @opentelemetry/instrumentation-pg -``` - -Also, install the dependencies relevant for the exporter you use. If you're using Zipkin, install the following dependencies: - -```bash npm2yarn -npm install @opentelemetry/exporter-zipkin -``` - -### Add instrumentation.ts - -Next, create the file `instrumentation.ts` with the following content: - -```ts title="instrumentation.ts" -import { registerOtel } from "@medusajs/medusa" -import { ZipkinExporter } from "@opentelemetry/exporter-zipkin" - -// If using an exporter other than Zipkin, initialize it here. -const exporter = new ZipkinExporter({ - serviceName: "my-medusa-project", -}) - -export function register() { - registerOtel({ - serviceName: "medusajs", - // pass exporter - exporter, - instrument: { - http: true, - workflows: true, - query: true, - }, - }) -} -``` - -In the `instrumentation.ts` file, you export a `register` function that uses Medusa's `registerOtel` utility function. You also initialize an instance of the exporter, such as Zipkin, and pass it to the `registerOtel` function. - -`registerOtel` accepts an object where you can pass any [NodeSDKConfiguration](https://open-telemetry.github.io/opentelemetry-js/interfaces/_opentelemetry_sdk_node.NodeSDKConfiguration.html) property along with the following properties: - -The `NodeSDKConfiguration` properties are accepted since Medusa v2.5.1. - -- serviceName: (\`string\`) The name of the service traced. -- exporter: (\[SpanExporter]\(https://open-telemetry.github.io/opentelemetry-js/interfaces/\_opentelemetry\_sdk\_trace\_base.SpanExporter.html)) An instance of an exporter, such as Zipkin. -- instrument: (\`object\`) Options specifying what to trace. - - - http: (\`boolean\`) Whether to trace HTTP requests. - - - query: (\`boolean\`) Whether to trace Query usages. - - - workflows: (\`boolean\`) Whether to trace Workflow executions. - - - db: (\`boolean\`) Whether to trace database queries and operations. -- instrumentations: (\[Instrumentation\[]]\(https://open-telemetry.github.io/opentelemetry-js/interfaces/\_opentelemetry\_instrumentation.Instrumentation.html)) Additional instrumentation options that OpenTelemetry accepts. - -*** - -## Test it Out - -To test it out, start your exporter, such as Zipkin. - -Then, start your Medusa application: - -```bash npm2yarn -npm run dev -``` - -Try to open the Medusa Admin or send a request to an API route. - -If you check traces in your exporter, you'll find new traces reported. - -### Trace Span Names - -Trace span names start with the following keywords based on what it's reporting: - -- `{methodName} {URL}` when reporting HTTP requests, where `{methodName}` is the HTTP method, and `{URL}` is the URL the request is sent to. -- `route:` when reporting route handlers running on an HTTP request. -- `middleware:` when reporting a middleware running on an HTTP request. -- `workflow:` when reporting a workflow execution. -- `step:` when reporting a step in a workflow execution. -- `query.graph:` when reporting Query usages. -- `pg.query:` when reporting database queries and operations. - - -# Logging - -In this chapter, you’ll learn how to use Medusa’s logging utility. - -## Logger Class - -Medusa provides a `Logger` class with advanced logging functionalities. This includes configuring logging levels or saving logs to a file. - -The Medusa application registers the `Logger` class in the Medusa container and each module's container as `logger`. - -*** - -## How to Log a Message - -Resolve the `logger` using the Medusa container to log a message in your resource. - -For example, create the file `src/jobs/log-message.ts` with the following content: - -```ts title="src/jobs/log-message.ts" highlights={highlights} -import { MedusaContainer } from "@medusajs/framework/types" -import { ContainerRegistrationKeys } from "@medusajs/framework/utils" - -export default async function myCustomJob( - container: MedusaContainer -) { - const logger = container.resolve(ContainerRegistrationKeys.LOGGER) - - logger.info("I'm using the logger!") -} - -export const config = { - name: "test-logger", - // execute every minute - schedule: "* * * * *", -} -``` - -This creates a scheduled job that resolves the `logger` from the Medusa container and uses it to log a message. - -### Test the Scheduled Job - -To test out the above scheduled job, start the Medusa application: - -```bash npm2yarn -npm run dev -``` - -After a minute, you'll see the following message as part of the logged messages: - -```text -info: I'm using the logger! -``` - -*** - -## Log Levels - -The `Logger` class has the following methods: - -- `info`: The message is logged with level `info`. -- `warn`: The message is logged with level `warn`. -- `error`: The message is logged with level `error`. -- `debug`: The message is logged with level `debug`. - -Each of these methods accepts a string parameter to log in the terminal with the associated level. - -*** - -## Logging Configurations - -### Log Level - -The available log levels, from lowest to highest levels, are: - -1. `silly` (default, meaning messages of all levels are logged) -2. `debug` -3. `info` -4. `warn` -5. `error` - -You can change that by setting the `LOG_LEVEL` environment variable to the minimum level you want to be logged. - -For example: - -```bash -LOG_LEVEL=error -``` - -This logs `error` messages only. - -The environment variable must be set as a system environment variable and not in `.env`. - -### Save Logs in a File - -Aside from showing the logs in the terminal, you can save the logs in a file by setting the `LOG_FILE` environment variable to the path of the file relative to the Medusa server’s root directory. - -For example: - -```bash -LOG_FILE=all.log -``` - -Your logs are now saved in the `all.log` file at the root of your Medusa application. - -The environment variable must be set as a system environment variable and not in `.env`. - -*** - -## Show Log with Progress - -The `Logger` class has an `activity` method used to log a message of level `info`. If the Medusa application is running in a development environment, a spinner starts to show the activity's progress. - -For example: - -```ts title="src/jobs/log-message.ts" -import { MedusaContainer } from "@medusajs/framework/types" -import { ContainerRegistrationKeys } from "@medusajs/framework/utils" - -export default async function myCustomJob( - container: MedusaContainer -) { - const logger = container.resolve(ContainerRegistrationKeys.LOGGER) - - const activityId = logger.activity("First log message") - - logger.progress(activityId, `Second log message`) - - logger.success(activityId, "Last log message") -} -``` - -The `activity` method returns the ID of the started activity. This ID can then be passed to one of the following methods of the `Logger` class: - -- `progress`: Log a message of level `info` that indicates progress within that same activity. -- `success`: Log a message of level `info` that indicates that the activity has succeeded. This also ends the associated activity. -- `failure`: Log a message of level `error` that indicates that the activity has failed. This also ends the associated activity. - -If you configured the `LOG_LEVEL` environment variable to a level higher than those associated with the above methods, their messages won’t be logged. - - -# Medusa Testing Tools - -In this chapter, you'll learn about Medusa's testing tools and how to install and configure them. - -## @medusajs/test-utils Package - -Medusa provides a Testing Framework to create integration tests for your custom API routes, modules, or other Medusa customizations. - -To use the Testing Framework, install `@medusajs/test-utils` as a `devDependency`: - -```bash npm2yarn -npm install --save-dev @medusajs/test-utils@latest -``` - -*** - -## Install and Configure Jest - -Writing tests with `@medusajs/test-utils`'s tools requires installing and configuring Jest in your project. - -Run the following command to install the required Jest dependencies: - -```bash npm2yarn -npm install --save-dev jest @types/jest @swc/jest -``` - -Then, create the file `jest.config.js` with the following content: - -```js title="jest.config.js" -const { loadEnv } = require("@medusajs/framework/utils") -loadEnv("test", process.cwd()) - -module.exports = { - transform: { - "^.+\\.[jt]s$": [ - "@swc/jest", - { - jsc: { - parser: { syntax: "typescript", decorators: true }, - }, - }, - ], - }, - testEnvironment: "node", - moduleFileExtensions: ["js", "ts", "json"], - modulePathIgnorePatterns: ["dist/"], - setupFiles: ["./integration-tests/setup.js"], -} - -if (process.env.TEST_TYPE === "integration:http") { - module.exports.testMatch = ["**/integration-tests/http/*.spec.[jt]s"] -} else if (process.env.TEST_TYPE === "integration:modules") { - module.exports.testMatch = ["**/src/modules/*/__tests__/**/*.[jt]s"] -} else if (process.env.TEST_TYPE === "unit") { - module.exports.testMatch = ["**/src/**/__tests__/**/*.unit.spec.[jt]s"] -} -``` - -Next, create the `integration-tests/setup.js` file with the following content: - -```js title="integration-tests/setup.js" -const { MetadataStorage } = require("@mikro-orm/core") - -MetadataStorage.clear() -``` - -*** - -## Add Test Commands - -Finally, add the following scripts to `package.json`: - -```json title="package.json" -"scripts": { - // ... - "test:integration:http": "TEST_TYPE=integration:http NODE_OPTIONS=--experimental-vm-modules jest --silent=false --runInBand --forceExit", - "test:integration:modules": "TEST_TYPE=integration:modules NODE_OPTIONS=--experimental-vm-modules jest --silent --runInBand --forceExit", - "test:unit": "TEST_TYPE=unit NODE_OPTIONS=--experimental-vm-modules jest --silent --runInBand --forceExit" -}, -``` - -You now have two commands: - -- `test:integration:http` to run integration tests (for example, for API routes and workflows) available under the `integration-tests/http` directory. -- `test:integration:modules` to run integration tests for modules available in any `__tests__` directory under `src/modules`. -- `test:unit` to run unit tests in any `__tests__` directory under the `src` directory. - -Medusa's Testing Framework works for integration tests only. You can write unit tests using Jest. - -*** - -## Test Tools and Writing Tests - -The next chapters explain how to use the testing tools provided by `@medusajs/test-utils` to write tests. - - # Admin Development In the next chapters, you'll learn more about possible admin customizations. @@ -2599,6 +2253,108 @@ You should opt for setting configurations in `medusa-config.ts` where possible. ||Whether to disable analytics data collection. Learn more in || +# Events and Subscribers + +In this chapter, you’ll learn about Medusa's event system, and how to handle events with subscribers. + +## Handle Core Commerce Flows with Events + +When building commerce digital applications, you'll often need to perform an action after a commerce operation is performed. For example, sending an order confirmation email when the customer places an order, or syncing data that's updated in Medusa to a third-party system. + +Medusa emits events when core commerce features are performed, and you can listen to and handle these events in asynchronous functions. You can think of Medusa's events like you'd think about webhooks in other commerce platforms, but instead of having to setup separate applications to handle webhooks, your efforts only go into writing the logic right in your Medusa codebase. + +You listen to an event in a subscriber, which is an asynchronous function that's executed when its associated event is emitted. + +![A diagram showcasing an example of how an event is emitted when an order is placed.](https://res.cloudinary.com/dza7lstvk/image/upload/v1732277948/Medusa%20Book/order-placed-event-example_e4e4kw.jpg) + +Subscribers are useful to perform actions that aren't integral to the original flow. For example, you can handle the `order.placed` event in a subscriber that sends a confirmation email to the customer. The subscriber has no impact on the original order-placement flow, as it's executed outside of it. + +If the action you're performing is integral to the main flow of the core commerce feature, use [workflow hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md) instead. + +### List of Emitted Events + +Find a list of all emitted events in [this reference](https://docs.medusajs.com/resources/events-reference/index.html.md). + +*** + +## How to Create a Subscriber? + +You create a subscriber in a TypeScript or JavaScript file under the `src/subscribers` directory. The file exports the function to execute and the subscriber's configuration that indicate what event(s) it listens to. + +For example, create the file `src/subscribers/order-placed.ts` with the following content: + +![Example of subscriber file in the application's directory structure](https://res.cloudinary.com/dza7lstvk/image/upload/v1732866244/Medusa%20Book/subscriber-dir-overview_pusyeu.jpg) + +```ts title="src/subscribers/product-created.ts" +import { SubscriberArgs, type SubscriberConfig } from "@medusajs/framework" +import { sendOrderConfirmationWorkflow } from "../workflows/send-order-confirmation" + +export default async function orderPlacedHandler({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + const logger = container.resolve("logger") + + logger.info("Sending confirmation email...") + + await sendOrderConfirmationWorkflow(container) + .run({ + input: { + id: data.id, + }, + }) +} + +export const config: SubscriberConfig = { + event: `order.placed`, +} +``` + +This subscriber file exports: + +- An asynchronous subscriber function that's executed whenever the associated event, which is `order.placed` is triggered. +- A configuration object with an `event` property whose value is the event the subscriber is listening to. You can also pass an array of event names to listen to multiple events in the same subscriber. + +The subscriber function receives an object as a parameter that has the following properties: + +- `event`: An object with the event's details. The `data` property contains the data payload of the event emitted, which is the order's ID in this case. +- `container`: The [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) that you can use to resolve registered resources. + +In the subscriber function, you use the container to resolve the Logger utility and log a message in the console. Also, assuming you have a [workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md) that sends an order confirmation email, you execute it in the subscriber. + +*** + +## Test the Subscriber + +To test the subscriber, start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +Then, try placing an order either using Medusa's API routes or the [Next.js Storefront](https://docs.medusajs.com/learn/storefront-development/nextjs-starter/index.html.md). You'll see the following message in the terminal: + +```bash +info: Processing order.placed which has 1 subscribers +Sending confirmation email... +``` + +The first message indicates that the `order.placed` event was emitted, and the second one is the message logged from the subscriber. + +*** + +## Event Module + +The subscription and emitting of events is handled by an Event Module, an architectural module that implements the pub/sub functionalities of Medusa's event system. + +Medusa provides two Event Modules out of the box: + +- [Local Event Module](https://docs.medusajs.com/resources/architectural-modules/event/local/index.html.md), used by default. It's useful for development, as you don't need additional setup to use it. +- [Redis Event Module](https://docs.medusajs.com/resources/architectural-modules/event/redis/index.html.md), which is useful in production. It uses [Redis](https://redis.io/) to implement Medusa's pub/sub events system. + +Medusa's [architecture](https://docs.medusajs.com/learn/introduction/architecture/index.html.md) also allows you to build a custom Event Module that uses a different service or logic to implement the pub/sub system. Learn how to build an Event Module in [this guide](https://docs.medusajs.com/resources/architectural-modules/event/create/index.html.md). + + # Framework Overview In this chapter, you'll learn about the Medusa Framework and how it facilitates building customizations in your Medusa application. @@ -3358,106 +3114,42 @@ To learn more about the different concepts useful for building plugins, check ou - [Plugins](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md) -# Events and Subscribers +# Plugins -In this chapter, you’ll learn about Medusa's event system, and how to handle events with subscribers. +In this chapter, you'll learn what a plugin is in Medusa. -## Handle Core Commerce Flows with Events +Plugins are available starting from [Medusa v2.3.0](https://github.com/medusajs/medusa/releases/tag/v2.3.0). -When building commerce digital applications, you'll often need to perform an action after a commerce operation is performed. For example, sending an order confirmation email when the customer places an order, or syncing data that's updated in Medusa to a third-party system. +## What is a Plugin? -Medusa emits events when core commerce features are performed, and you can listen to and handle these events in asynchronous functions. You can think of Medusa's events like you'd think about webhooks in other commerce platforms, but instead of having to setup separate applications to handle webhooks, your efforts only go into writing the logic right in your Medusa codebase. +A plugin is a package of reusable Medusa customizations that you can install in any Medusa application. The supported customizations are [Modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), [API Routes](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md), [Workflows](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md), [Workflow Hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md), [Links](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md), [Subscribers](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md), [Scheduled Jobs](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md), and [Admin Extensions](https://docs.medusajs.com/learn/fundamentals/admin/index.html.md). -You listen to an event in a subscriber, which is an asynchronous function that's executed when its associated event is emitted. +Plugins allow you to reuse your Medusa customizations across multiple projects or share them with the community. They can be published to npm and installed in any Medusa project. -![A diagram showcasing an example of how an event is emitted when an order is placed.](https://res.cloudinary.com/dza7lstvk/image/upload/v1732277948/Medusa%20Book/order-placed-event-example_e4e4kw.jpg) +![Diagram showcasing a wishlist plugin installed in a Medusa application](https://res.cloudinary.com/dza7lstvk/image/upload/v1737540762/Medusa%20Book/plugin-diagram_oepiis.jpg) -Subscribers are useful to perform actions that aren't integral to the original flow. For example, you can handle the `order.placed` event in a subscriber that sends a confirmation email to the customer. The subscriber has no impact on the original order-placement flow, as it's executed outside of it. - -If the action you're performing is integral to the main flow of the core commerce feature, use [workflow hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md) instead. - -### List of Emitted Events - -Find a list of all emitted events in [this reference](https://docs.medusajs.com/resources/events-reference/index.html.md). +Learn how to create a wishlist plugin in [this guide](https://docs.medusajs.com/resources/plugins/guides/wishlist/index.html.md). *** -## How to Create a Subscriber? +## Plugin vs Module -You create a subscriber in a TypeScript or JavaScript file under the `src/subscribers` directory. The file exports the function to execute and the subscriber's configuration that indicate what event(s) it listens to. +A [module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md) is an isolated package related to a single domain or functionality, such as product reviews or integrating a Content Management System. A module can't access any resources in the Medusa application that are outside its codebase. -For example, create the file `src/subscribers/order-placed.ts` with the following content: +A plugin, on the other hand, can contain multiple Medusa customizations, including modules. Your plugin can define a module, then build flows around it. -![Example of subscriber file in the application's directory structure](https://res.cloudinary.com/dza7lstvk/image/upload/v1732866244/Medusa%20Book/subscriber-dir-overview_pusyeu.jpg) +For example, in a plugin, you can define a module that integrates a third-party service, then add a workflow that uses the module when a certain event occurs to sync data to that service. -```ts title="src/subscribers/product-created.ts" -import { SubscriberArgs, type SubscriberConfig } from "@medusajs/framework" -import { sendOrderConfirmationWorkflow } from "../workflows/send-order-confirmation" +- You want to reuse your Medusa customizations across multiple projects. +- You want to share your Medusa customizations with the community. -export default async function orderPlacedHandler({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - const logger = container.resolve("logger") - - logger.info("Sending confirmation email...") - - await sendOrderConfirmationWorkflow(container) - .run({ - input: { - id: data.id, - }, - }) -} - -export const config: SubscriberConfig = { - event: `order.placed`, -} -``` - -This subscriber file exports: - -- An asynchronous subscriber function that's executed whenever the associated event, which is `order.placed` is triggered. -- A configuration object with an `event` property whose value is the event the subscriber is listening to. You can also pass an array of event names to listen to multiple events in the same subscriber. - -The subscriber function receives an object as a parameter that has the following properties: - -- `event`: An object with the event's details. The `data` property contains the data payload of the event emitted, which is the order's ID in this case. -- `container`: The [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) that you can use to resolve registered resources. - -In the subscriber function, you use the container to resolve the Logger utility and log a message in the console. Also, assuming you have a [workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md) that sends an order confirmation email, you execute it in the subscriber. +- You want to build a custom feature related to a single domain or integrate a third-party service. Instead, use a [module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). You can wrap that module in a plugin if it's used in other customizations, such as if it has a module link or it's used in a workflow. *** -## Test the Subscriber +## How to Create a Plugin? -To test the subscriber, start the Medusa application: - -```bash npm2yarn -npm run dev -``` - -Then, try placing an order either using Medusa's API routes or the [Next.js Storefront](https://docs.medusajs.com/learn/storefront-development/nextjs-starter/index.html.md). You'll see the following message in the terminal: - -```bash -info: Processing order.placed which has 1 subscribers -Sending confirmation email... -``` - -The first message indicates that the `order.placed` event was emitted, and the second one is the message logged from the subscriber. - -*** - -## Event Module - -The subscription and emitting of events is handled by an Event Module, an architectural module that implements the pub/sub functionalities of Medusa's event system. - -Medusa provides two Event Modules out of the box: - -- [Local Event Module](https://docs.medusajs.com/resources/architectural-modules/event/local/index.html.md), used by default. It's useful for development, as you don't need additional setup to use it. -- [Redis Event Module](https://docs.medusajs.com/resources/architectural-modules/event/redis/index.html.md), which is useful in production. It uses [Redis](https://redis.io/) to implement Medusa's pub/sub events system. - -Medusa's [architecture](https://docs.medusajs.com/learn/introduction/architecture/index.html.md) also allows you to build a custom Event Module that uses a different service or logic to implement the pub/sub system. Learn how to build an Event Module in [this guide](https://docs.medusajs.com/resources/architectural-modules/event/create/index.html.md). +The next chapter explains how you can create and publish a plugin. # Medusa Container @@ -3466,7 +3158,7 @@ In this chapter, you’ll learn about the Medusa container and how to use it. ## What is the Medusa Container? -The Medusa container is a registry of framework and commerce tools that's accessible across your application. Medusa automatically registers these tools in the container, including custom ones that you've built, so that you can use them in your customizations. +The Medusa container is a registry of Framework and commerce tools that's accessible across your application. Medusa automatically registers these tools in the container, including custom ones that you've built, so that you can use them in your customizations. In other platforms, if you have a resource A (for example, a class) that depends on a resource B, you have to manually add resource B to the container or specify it beforehand as A's dependency, which is often done in a file separate from A's code. This becomes difficult to manage as you maintain larger applications with many changing dependencies. @@ -3825,42 +3517,98 @@ npx medusa db:migrate ``` -# Plugins +# Scheduled Jobs -In this chapter, you'll learn what a plugin is in Medusa. +In this chapter, you’ll learn about scheduled jobs and how to use them. -Plugins are available starting from [Medusa v2.3.0](https://github.com/medusajs/medusa/releases/tag/v2.3.0). +## What is a Scheduled Job? -## What is a Plugin? +When building your commerce application, you may need to automate tasks and run them repeatedly at a specific schedule. For example, you need to automatically sync products to a third-party service once a day. -A plugin is a package of reusable Medusa customizations that you can install in any Medusa application. The supported customizations are [Modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), [API Routes](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md), [Workflows](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md), [Workflow Hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md), [Links](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md), [Subscribers](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md), [Scheduled Jobs](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md), and [Admin Extensions](https://docs.medusajs.com/learn/fundamentals/admin/index.html.md). +In other commerce platforms, this feature isn't natively supported. Instead, you have to setup a separate application to execute cron jobs, which adds complexity as to how you expose this task to be executed in a cron job, or how do you debug it when it's not running within the platform's tooling. -Plugins allow you to reuse your Medusa customizations across multiple projects or share them with the community. They can be published to npm and installed in any Medusa project. +Medusa removes this overhead by supporting this feature natively with scheduled jobs. A scheduled job is an asynchronous function that the Medusa application runs at the interval you specify during the Medusa application's runtime. Your efforts are only spent on implementing the functionality performed by the job, such as syncing products to an ERP. -![Diagram showcasing a wishlist plugin installed in a Medusa application](https://res.cloudinary.com/dza7lstvk/image/upload/v1737540762/Medusa%20Book/plugin-diagram_oepiis.jpg) - -Learn how to create a wishlist plugin in [this guide](https://docs.medusajs.com/resources/plugins/guides/wishlist/index.html.md). +- You want the action to execute at a specified schedule while the Medusa application **isn't** running. Instead, use the operating system's equivalent of a cron job. +- You want to execute the action once when the application loads. Use [loaders](https://docs.medusajs.com/learn/fundamentals/modules/loaders/index.html.md) instead. +- You want to execute the action if an event occurs. Use [subscribers](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md) instead. *** -## Plugin vs Module +## How to Create a Scheduled Job? -A [module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md) is an isolated package related to a single domain or functionality, such as product reviews or integrating a Content Management System. A module can't access any resources in the Medusa application that are outside its codebase. +You create a scheduled job in a TypeScript or JavaScript file under the `src/jobs` directory. The file exports the asynchronous function to run, and the configurations indicating the schedule to run the function. -A plugin, on the other hand, can contain multiple Medusa customizations, including modules. Your plugin can define a module, then build flows around it. +For example, create the file `src/jobs/hello-world.ts` with the following content: -For example, in a plugin, you can define a module that integrates a third-party service, then add a workflow that uses the module when a certain event occurs to sync data to that service. +![Example of scheduled job file in the application's directory structure](https://res.cloudinary.com/dza7lstvk/image/upload/v1732866423/Medusa%20Book/scheduled-job-dir-overview_ediqgm.jpg) -- You want to reuse your Medusa customizations across multiple projects. -- You want to share your Medusa customizations with the community. +```ts title="src/jobs/hello-world.ts" highlights={highlights} +import { MedusaContainer } from "@medusajs/framework/types" -- You want to build a custom feature related to a single domain or integrate a third-party service. Instead, use a [module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). You can wrap that module in a plugin if it's used in other customizations, such as if it has a module link or it's used in a workflow. +export default async function greetingJob(container: MedusaContainer) { + const logger = container.resolve("logger") + + logger.info("Greeting!") +} + +export const config = { + name: "greeting-every-minute", + schedule: "* * * * *", +} +``` + +You export an asynchronous function that receives the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) as a parameter. In the function, you resolve the [Logger utility](https://docs.medusajs.com/learn/debugging-and-testing/logging/index.html.md) from the Medusa container and log a message. + +You also export a `config` object that has the following properties: + +- `name`: A unique name for the job. +- `schedule`: A string that holds a [cron expression](https://crontab.guru/) indicating the schedule to run the job. + +This scheduled job executes every minute and logs into the terminal `Greeting!`. + +### Test the Scheduled Job + +To test out your scheduled job, start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +After a minute, the following message will be logged to the terminal: + +```bash +info: Greeting! +``` *** -## How to Create a Plugin? +## Example: Sync Products Once a Day -The next chapter explains how you can create and publish a plugin. +In this section, you'll find a brief example of how you use a scheduled job to sync products to a third-party service. + +When implementing flows spanning across systems or [modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), you use [workflows](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md). A workflow is a task made up of a series of steps, and you construct it like you would a regular function, but it's a special function that supports rollback mechanism in case of errors, background execution, and more. + +You can learn how to create a workflow in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md), but this example assumes you already have a `syncProductToErpWorkflow` implemented. To execute this workflow once a day, create a scheduled job at `src/jobs/sync-products.ts` with the following content: + +```ts title="src/jobs/sync-products.ts" +import { MedusaContainer } from "@medusajs/framework/types" +import { syncProductToErpWorkflow } from "../workflows/sync-products-to-erp" + +export default async function syncProductsJob(container: MedusaContainer) { + await syncProductToErpWorkflow(container) + .run() +} + +export const config = { + name: "sync-products-job", + schedule: "0 0 * * *", +} +``` + +In the scheduled job function, you execute the `syncProductToErpWorkflow` by invoking it and passing it the container, then invoking the `run` method. You also specify in the exported configurations the schedule `0 0 * * *` which indicates midnight time of every day. + +The next time you start the Medusa application, it will run this job every day at midnight. # Modules @@ -4163,190 +3911,350 @@ This will create a post and return it in the response: You can also execute the workflow from a [subscriber](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md) when an event occurs, or from a [scheduled job](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md) to run it at a specified interval. -# Scheduled Jobs +# Logging -In this chapter, you’ll learn about scheduled jobs and how to use them. +In this chapter, you’ll learn how to use Medusa’s logging utility. -## What is a Scheduled Job? +## Logger Class -When building your commerce application, you may need to automate tasks and run them repeatedly at a specific schedule. For example, you need to automatically sync products to a third-party service once a day. +Medusa provides a `Logger` class with advanced logging functionalities. This includes configuring logging levels or saving logs to a file. -In other commerce platforms, this feature isn't natively supported. Instead, you have to setup a separate application to execute cron jobs, which adds complexity as to how you expose this task to be executed in a cron job, or how do you debug it when it's not running within the platform's tooling. - -Medusa removes this overhead by supporting this feature natively with scheduled jobs. A scheduled job is an asynchronous function that the Medusa application runs at the interval you specify during the Medusa application's runtime. Your efforts are only spent on implementing the functionality performed by the job, such as syncing products to an ERP. - -- You want the action to execute at a specified schedule while the Medusa application **isn't** running. Instead, use the operating system's equivalent of a cron job. -- You want to execute the action once when the application loads. Use [loaders](https://docs.medusajs.com/learn/fundamentals/modules/loaders/index.html.md) instead. -- You want to execute the action if an event occurs. Use [subscribers](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md) instead. +The Medusa application registers the `Logger` class in the Medusa container and each module's container as `logger`. *** -## How to Create a Scheduled Job? +## How to Log a Message -You create a scheduled job in a TypeScript or JavaScript file under the `src/jobs` directory. The file exports the asynchronous function to run, and the configurations indicating the schedule to run the function. +Resolve the `logger` using the Medusa container to log a message in your resource. -For example, create the file `src/jobs/hello-world.ts` with the following content: +For example, create the file `src/jobs/log-message.ts` with the following content: -![Example of scheduled job file in the application's directory structure](https://res.cloudinary.com/dza7lstvk/image/upload/v1732866423/Medusa%20Book/scheduled-job-dir-overview_ediqgm.jpg) - -```ts title="src/jobs/hello-world.ts" highlights={highlights} +```ts title="src/jobs/log-message.ts" highlights={highlights} import { MedusaContainer } from "@medusajs/framework/types" +import { ContainerRegistrationKeys } from "@medusajs/framework/utils" -export default async function greetingJob(container: MedusaContainer) { - const logger = container.resolve("logger") +export default async function myCustomJob( + container: MedusaContainer +) { + const logger = container.resolve(ContainerRegistrationKeys.LOGGER) - logger.info("Greeting!") + logger.info("I'm using the logger!") } export const config = { - name: "greeting-every-minute", + name: "test-logger", + // execute every minute schedule: "* * * * *", } ``` -You export an asynchronous function that receives the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) as a parameter. In the function, you resolve the [Logger utility](https://docs.medusajs.com/learn/debugging-and-testing/logging/index.html.md) from the Medusa container and log a message. - -You also export a `config` object that has the following properties: - -- `name`: A unique name for the job. -- `schedule`: A string that holds a [cron expression](https://crontab.guru/) indicating the schedule to run the job. - -This scheduled job executes every minute and logs into the terminal `Greeting!`. +This creates a scheduled job that resolves the `logger` from the Medusa container and uses it to log a message. ### Test the Scheduled Job -To test out your scheduled job, start the Medusa application: +To test out the above scheduled job, start the Medusa application: ```bash npm2yarn npm run dev ``` -After a minute, the following message will be logged to the terminal: +After a minute, you'll see the following message as part of the logged messages: -```bash -info: Greeting! +```text +info: I'm using the logger! ``` *** -## Example: Sync Products Once a Day +## Log Levels -In this section, you'll find a brief example of how you use a scheduled job to sync products to a third-party service. +The `Logger` class has the following methods: -When implementing flows spanning across systems or [modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), you use [workflows](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md). A workflow is a task made up of a series of steps, and you construct it like you would a regular function, but it's a special function that supports rollback mechanism in case of errors, background execution, and more. +- `info`: The message is logged with level `info`. +- `warn`: The message is logged with level `warn`. +- `error`: The message is logged with level `error`. +- `debug`: The message is logged with level `debug`. -You can learn how to create a workflow in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md), but this example assumes you already have a `syncProductToErpWorkflow` implemented. To execute this workflow once a day, create a scheduled job at `src/jobs/sync-products.ts` with the following content: +Each of these methods accepts a string parameter to log in the terminal with the associated level. -```ts title="src/jobs/sync-products.ts" +*** + +## Logging Configurations + +### Log Level + +The available log levels, from lowest to highest levels, are: + +1. `silly` (default, meaning messages of all levels are logged) +2. `debug` +3. `info` +4. `warn` +5. `error` + +You can change that by setting the `LOG_LEVEL` environment variable to the minimum level you want to be logged. + +For example: + +```bash +LOG_LEVEL=error +``` + +This logs `error` messages only. + +The environment variable must be set as a system environment variable and not in `.env`. + +### Save Logs in a File + +Aside from showing the logs in the terminal, you can save the logs in a file by setting the `LOG_FILE` environment variable to the path of the file relative to the Medusa server’s root directory. + +For example: + +```bash +LOG_FILE=all.log +``` + +Your logs are now saved in the `all.log` file at the root of your Medusa application. + +The environment variable must be set as a system environment variable and not in `.env`. + +*** + +## Show Log with Progress + +The `Logger` class has an `activity` method used to log a message of level `info`. If the Medusa application is running in a development environment, a spinner starts to show the activity's progress. + +For example: + +```ts title="src/jobs/log-message.ts" import { MedusaContainer } from "@medusajs/framework/types" -import { syncProductToErpWorkflow } from "../workflows/sync-products-to-erp" +import { ContainerRegistrationKeys } from "@medusajs/framework/utils" -export default async function syncProductsJob(container: MedusaContainer) { - await syncProductToErpWorkflow(container) - .run() -} +export default async function myCustomJob( + container: MedusaContainer +) { + const logger = container.resolve(ContainerRegistrationKeys.LOGGER) -export const config = { - name: "sync-products-job", - schedule: "0 0 * * *", + const activityId = logger.activity("First log message") + + logger.progress(activityId, `Second log message`) + + logger.success(activityId, "Last log message") } ``` -In the scheduled job function, you execute the `syncProductToErpWorkflow` by invoking it and passing it the container, then invoking the `run` method. You also specify in the exported configurations the schedule `0 0 * * *` which indicates midnight time of every day. +The `activity` method returns the ID of the started activity. This ID can then be passed to one of the following methods of the `Logger` class: -The next time you start the Medusa application, it will run this job every day at midnight. +- `progress`: Log a message of level `info` that indicates progress within that same activity. +- `success`: Log a message of level `info` that indicates that the activity has succeeded. This also ends the associated activity. +- `failure`: Log a message of level `error` that indicates that the activity has failed. This also ends the associated activity. + +If you configured the `LOG_LEVEL` environment variable to a level higher than those associated with the above methods, their messages won’t be logged. -# Worker Mode of Medusa Instance +# Configure Instrumentation -In this chapter, you'll learn about the different modes of running a Medusa instance and how to configure the mode. +In this chapter, you'll learn about observability in Medusa and how to configure instrumentation with OpenTelemetry. -## What is Worker Mode? +## Observability with OpenTelemtry -By default, the Medusa application runs both the server, which handles all incoming requests, and the worker, which processes background tasks, in a single process. While this setup is suitable for development, it is not optimal for production environments where background tasks can be long-running or resource-intensive. +Medusa uses [OpenTelemetry](https://opentelemetry.io/) for instrumentation and reporting. When configured, it reports traces for: -In a production environment, you should deploy two separate instances of your Medusa application: - -1. A server instance that handles incoming requests to the application's API routes. -2. A worker instance that processes background tasks. This includes scheduled jobs and subscribers. - -You don't need to set up different projects for each instance. Instead, you can configure the Medusa application to run in different modes based on environment variables, as you'll see later in this chapter. - -This separation ensures that the server instance remains responsive to incoming requests, while the worker instance processes tasks in the background. - -![Diagram showcasing how the server and worker work together](https://res.cloudinary.com/dza7lstvk/image/upload/fl_lossy/f_auto/r_16/ar_16:9,c_pad/v1/Medusa%20Book/medusa-worker_klkbch.jpg?_a=BATFJtAA0) +- HTTP requests +- Workflow executions +- Query usages +- Database queries and operations *** -## How to Set Worker Mode +## How to Configure Instrumentation in Medusa? -You can set the worker mode of your application using the `projectConfig.workerMode` configuration in the `medusa-config.ts`. The `workerMode` configuration accepts the following values: +### Prerequisites -- `shared`: (default) run the application in a single process, meaning the worker and server run in the same process. -- `worker`: run a worker process only. -- `server`: run the application server only. +- [An exporter to visualize your application's traces, such as Zipkin.](https://zipkin.io/pages/quickstart.html) -Instead of creating different projects with different worker mode configurations, you can set the worker mode using an environment variable. Then, the worker mode configuration will change based on the environment variable. +### Install Dependencies -For example, set the worker mode in `medusa-config.ts` to the following: +Start by installing the following OpenTelemetry dependencies in your Medusa project: -```ts title="medusa-config.ts" -module.exports = defineConfig({ - projectConfig: { - workerMode: process.env.WORKER_MODE || "shared", - // ... - }, - // ... +```bash npm2yarn +npm install @opentelemetry/sdk-node @opentelemetry/resources @opentelemetry/sdk-trace-node @opentelemetry/instrumentation-pg +``` + +Also, install the dependencies relevant for the exporter you use. If you're using Zipkin, install the following dependencies: + +```bash npm2yarn +npm install @opentelemetry/exporter-zipkin +``` + +### Add instrumentation.ts + +Next, create the file `instrumentation.ts` with the following content: + +```ts title="instrumentation.ts" +import { registerOtel } from "@medusajs/medusa" +import { ZipkinExporter } from "@opentelemetry/exporter-zipkin" + +// If using an exporter other than Zipkin, initialize it here. +const exporter = new ZipkinExporter({ + serviceName: "my-medusa-project", }) + +export function register() { + registerOtel({ + serviceName: "medusajs", + // pass exporter + exporter, + instrument: { + http: true, + workflows: true, + query: true, + }, + }) +} ``` -You set the worker mode configuration to the `process.env.WORKER_MODE` environment variable and set a default value of `shared`. +In the `instrumentation.ts` file, you export a `register` function that uses Medusa's `registerOtel` utility function. You also initialize an instance of the exporter, such as Zipkin, and pass it to the `registerOtel` function. -Then, in the deployed server Medusa instance, set `WORKER_MODE` to `server`, and in the worker Medusa instance, set `WORKER_MODE` to `worker`: +`registerOtel` accepts an object where you can pass any [NodeSDKConfiguration](https://open-telemetry.github.io/opentelemetry-js/interfaces/_opentelemetry_sdk_node.NodeSDKConfiguration.html) property along with the following properties: -### Server Medusa Instance +The `NodeSDKConfiguration` properties are accepted since Medusa v2.5.1. -```bash -WORKER_MODE=server +- serviceName: (\`string\`) The name of the service traced. +- exporter: (\[SpanExporter]\(https://open-telemetry.github.io/opentelemetry-js/interfaces/\_opentelemetry\_sdk\_trace\_base.SpanExporter.html)) An instance of an exporter, such as Zipkin. +- instrument: (\`object\`) Options specifying what to trace. + + - http: (\`boolean\`) Whether to trace HTTP requests. + + - query: (\`boolean\`) Whether to trace Query usages. + + - workflows: (\`boolean\`) Whether to trace Workflow executions. + + - db: (\`boolean\`) Whether to trace database queries and operations. +- instrumentations: (\[Instrumentation\[]]\(https://open-telemetry.github.io/opentelemetry-js/interfaces/\_opentelemetry\_instrumentation.Instrumentation.html)) Additional instrumentation options that OpenTelemetry accepts. + +*** + +## Test it Out + +To test it out, start your exporter, such as Zipkin. + +Then, start your Medusa application: + +```bash npm2yarn +npm run dev ``` -### Worker Medusa Instance +Try to open the Medusa Admin or send a request to an API route. -```bash -WORKER_MODE=worker +If you check traces in your exporter, you'll find new traces reported. + +### Trace Span Names + +Trace span names start with the following keywords based on what it's reporting: + +- `{methodName} {URL}` when reporting HTTP requests, where `{methodName}` is the HTTP method, and `{URL}` is the URL the request is sent to. +- `route:` when reporting route handlers running on an HTTP request. +- `middleware:` when reporting a middleware running on an HTTP request. +- `workflow:` when reporting a workflow execution. +- `step:` when reporting a step in a workflow execution. +- `query.graph:` when reporting Query usages. +- `pg.query:` when reporting database queries and operations. + + +# Medusa Testing Tools + +In this chapter, you'll learn about Medusa's testing tools and how to install and configure them. + +## @medusajs/test-utils Package + +Medusa provides a Testing Framework to create integration tests for your custom API routes, modules, or other Medusa customizations. + +To use the Testing Framework, install `@medusajs/test-utils` as a `devDependency`: + +```bash npm2yarn +npm install --save-dev @medusajs/test-utils@latest ``` -### Disable Admin in Worker Mode +*** -Since the worker instance only processes background tasks, you should disable the admin interface in it. That will save resources in the worker instance. +## Install and Configure Jest -To disable the admin interface, set the `admin.disable` configuration in the `medusa-config.ts` file: +Writing tests with `@medusajs/test-utils`'s tools requires installing and configuring Jest in your project. -```ts title="medusa-config.ts" -module.exports = defineConfig({ - admin: { - disable: process.env.ADMIN_DISABLED === "true" || - false, +Run the following command to install the required Jest dependencies: + +```bash npm2yarn +npm install --save-dev jest @types/jest @swc/jest +``` + +Then, create the file `jest.config.js` with the following content: + +```js title="jest.config.js" +const { loadEnv } = require("@medusajs/framework/utils") +loadEnv("test", process.cwd()) + +module.exports = { + transform: { + "^.+\\.[jt]s$": [ + "@swc/jest", + { + jsc: { + parser: { syntax: "typescript", decorators: true }, + }, + }, + ], }, + testEnvironment: "node", + moduleFileExtensions: ["js", "ts", "json"], + modulePathIgnorePatterns: ["dist/"], + setupFiles: ["./integration-tests/setup.js"], +} + +if (process.env.TEST_TYPE === "integration:http") { + module.exports.testMatch = ["**/integration-tests/http/*.spec.[jt]s"] +} else if (process.env.TEST_TYPE === "integration:modules") { + module.exports.testMatch = ["**/src/modules/*/__tests__/**/*.[jt]s"] +} else if (process.env.TEST_TYPE === "unit") { + module.exports.testMatch = ["**/src/**/__tests__/**/*.unit.spec.[jt]s"] +} +``` + +Next, create the `integration-tests/setup.js` file with the following content: + +```js title="integration-tests/setup.js" +const { MetadataStorage } = require("@mikro-orm/core") + +MetadataStorage.clear() +``` + +*** + +## Add Test Commands + +Finally, add the following scripts to `package.json`: + +```json title="package.json" +"scripts": { // ... -}) + "test:integration:http": "TEST_TYPE=integration:http NODE_OPTIONS=--experimental-vm-modules jest --silent=false --runInBand --forceExit", + "test:integration:modules": "TEST_TYPE=integration:modules NODE_OPTIONS=--experimental-vm-modules jest --silent --runInBand --forceExit", + "test:unit": "TEST_TYPE=unit NODE_OPTIONS=--experimental-vm-modules jest --silent --runInBand --forceExit" +}, ``` -Similar to before, you set the value in an environment variable, allowing you to enable or disable the admin interface based on the environment. +You now have two commands: -Then, in the deployed server Medusa instance, set `ADMIN_DISABLED` to `false`, and in the worker Medusa instance, set `ADMIN_DISABLED` to `true`: +- `test:integration:http` to run integration tests (for example, for API routes and workflows) available under the `integration-tests/http` directory. +- `test:integration:modules` to run integration tests for modules available in any `__tests__` directory under `src/modules`. +- `test:unit` to run unit tests in any `__tests__` directory under the `src` directory. -### Server Medusa Instance +Medusa's Testing Framework works for integration tests only. You can write unit tests using Jest. -```bash -ADMIN_DISABLED=false -``` +*** -### Worker Medusa Instance +## Test Tools and Writing Tests -```bash -ADMIN_DISABLED=true -``` +The next chapters explain how to use the testing tools provided by `@medusajs/test-utils` to write tests. # Workflows @@ -4559,7 +4467,7 @@ You’ll receive the following response: ## Access Medusa Container in Workflow Steps -A step receives an object as a second parameter with configurations and context-related properties. One of these properties is the `container` property, which is the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) to allow you to resolve framework and commerce tools in your application. +A step receives an object as a second parameter with configurations and context-related properties. One of these properties is the `container` property, which is the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) to allow you to resolve Framework and commerce tools in your application. For example, consider you want to implement a workflow that returns the total products in your application. Create the file `src/workflows/product-count.ts` with the following content: @@ -4693,6 +4601,98 @@ MEDUSA_FF_ANALYTICS=false ``` +# Worker Mode of Medusa Instance + +In this chapter, you'll learn about the different modes of running a Medusa instance and how to configure the mode. + +## What is Worker Mode? + +By default, the Medusa application runs both the server, which handles all incoming requests, and the worker, which processes background tasks, in a single process. While this setup is suitable for development, it is not optimal for production environments where background tasks can be long-running or resource-intensive. + +In a production environment, you should deploy two separate instances of your Medusa application: + +1. A server instance that handles incoming requests to the application's API routes. +2. A worker instance that processes background tasks. This includes scheduled jobs and subscribers. + +You don't need to set up different projects for each instance. Instead, you can configure the Medusa application to run in different modes based on environment variables, as you'll see later in this chapter. + +This separation ensures that the server instance remains responsive to incoming requests, while the worker instance processes tasks in the background. + +![Diagram showcasing how the server and worker work together](https://res.cloudinary.com/dza7lstvk/image/upload/fl_lossy/f_auto/r_16/ar_16:9,c_pad/v1/Medusa%20Book/medusa-worker_klkbch.jpg?_a=BATFJtAA0) + +*** + +## How to Set Worker Mode + +You can set the worker mode of your application using the `projectConfig.workerMode` configuration in the `medusa-config.ts`. The `workerMode` configuration accepts the following values: + +- `shared`: (default) run the application in a single process, meaning the worker and server run in the same process. +- `worker`: run a worker process only. +- `server`: run the application server only. + +Instead of creating different projects with different worker mode configurations, you can set the worker mode using an environment variable. Then, the worker mode configuration will change based on the environment variable. + +For example, set the worker mode in `medusa-config.ts` to the following: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + projectConfig: { + workerMode: process.env.WORKER_MODE || "shared", + // ... + }, + // ... +}) +``` + +You set the worker mode configuration to the `process.env.WORKER_MODE` environment variable and set a default value of `shared`. + +Then, in the deployed server Medusa instance, set `WORKER_MODE` to `server`, and in the worker Medusa instance, set `WORKER_MODE` to `worker`: + +### Server Medusa Instance + +```bash +WORKER_MODE=server +``` + +### Worker Medusa Instance + +```bash +WORKER_MODE=worker +``` + +### Disable Admin in Worker Mode + +Since the worker instance only processes background tasks, you should disable the admin interface in it. That will save resources in the worker instance. + +To disable the admin interface, set the `admin.disable` configuration in the `medusa-config.ts` file: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + admin: { + disable: process.env.ADMIN_DISABLED === "true" || + false, + }, + // ... +}) +``` + +Similar to before, you set the value in an environment variable, allowing you to enable or disable the admin interface based on the environment. + +Then, in the deployed server Medusa instance, set `ADMIN_DISABLED` to `false`, and in the worker Medusa instance, set `ADMIN_DISABLED` to `true`: + +### Server Medusa Instance + +```bash +ADMIN_DISABLED=false +``` + +### Worker Medusa Instance + +```bash +ADMIN_DISABLED=true +``` + + # Next.js Starter Storefront The Medusa application is made up of a Node.js server and an admin dashboard. The storefront is installed and hosted separately from the Medusa application, giving you the flexibility to choose the frontend tech stack that you and your team are proficient in, and implement unique design systems and user experience. @@ -4759,352 +4759,6 @@ The Next.js Starter is compatible with some Medusa integrations out-of-the-box, Refer to the [Next.js Starter reference](https://docs.medusajs.com/resources/nextjs-starter/index.html.md) for more details. -# Guide: Create Brand API Route - -In the previous two chapters, you created a [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) that added the concepts of brands to your application, then created a [workflow to create a brand](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md). In this chapter, you'll expose an API route that allows admin users to create a brand using the workflow from the previous chapter. - -An API Route is an endpoint that acts as an entry point for other clients to interact with your Medusa customizations, such as the admin dashboard, storefronts, or third-party systems. - -The Medusa core application provides a set of [admin](https://docs.medusajs.com/api/admin) and [store](https://docs.medusajs.com/api/store) API routes out-of-the-box. You can also create custom API routes to expose your custom functionalities. - -### Prerequisites - -- [createBrandWorkflow](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md) - -## 1. Create the API Route - -You create an API route in a `route.{ts,js}` file under a sub-directory of the `src/api` directory. The file exports API Route handler functions for at least one HTTP method (`GET`, `POST`, `DELETE`, etc…). - -Learn more about API routes [in this guide](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md). - -The route's path is the path of `route.{ts,js}` relative to `src/api`. So, to create the API route at `/admin/brands`, create the file `src/api/admin/brands/route.ts` with the following content: - -![Directory structure of the Medusa application after adding the route](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869882/Medusa%20Book/brand-route-dir-overview-2_hjqlnf.jpg) - -```ts title="src/api/admin/brands/route.ts" -import { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import { - createBrandWorkflow, -} from "../../../workflows/create-brand" - -type PostAdminCreateBrandType = { - name: string -} - -export const POST = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - const { result } = await createBrandWorkflow(req.scope) - .run({ - input: req.validatedBody, - }) - - res.json({ brand: result }) -} -``` - -You export a route handler function with its name (`POST`) being the HTTP method of the API route you're exposing. - -The function receives two parameters: a `MedusaRequest` object to access request details, and `MedusaResponse` object to return or manipulate the response. The `MedusaRequest` object's `scope` property is the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) that holds framework tools and custom and core modules' services. - -`MedusaRequest` accepts the request body's type as a type argument. - -In the API route's handler, you execute the `createBrandWorkflow` by invoking it and passing the Medusa container `req.scope` as a parameter, then invoking its `run` method. You pass the workflow's input in the `input` property of the `run` method's parameter. You pass the request body's parameters using the `validatedBody` property of `MedusaRequest`. - -You return a JSON response with the created brand using the `res.json` method. - -*** - -## 2. Create Validation Schema - -The API route you created accepts the brand's name in the request body. So, you'll create a schema used to validate incoming request body parameters. - -Medusa uses [Zod](https://zod.dev/) to create validation schemas. These schemas are then used to validate incoming request bodies or query parameters. - -Learn more about API route validation in [this chapter](https://docs.medusajs.com/learn/fundamentals/api-routes/validation/index.html.md). - -You create a validation schema in a TypeScript or JavaScript file under a sub-directory of the `src/api` directory. So, create the file `src/api/admin/brands/validators.ts` with the following content: - -![Directory structure of Medusa application after adding validators file](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869806/Medusa%20Book/brand-route-dir-overview-1_yfyjss.jpg) - -```ts title="src/api/admin/brands/validators.ts" -import { z } from "zod" - -export const PostAdminCreateBrand = z.object({ - name: z.string(), -}) -``` - -You export a validation schema that expects in the request body an object having a `name` property whose value is a string. - -You can then replace `PostAdminCreateBrandType` in `src/api/admin/brands/route.ts` with the following: - -```ts title="src/api/admin/brands/route.ts" -// ... -import { z } from "zod" -import { PostAdminCreateBrand } from "./validators" - -type PostAdminCreateBrandType = z.infer - -// ... -``` - -*** - -## 3. Add Validation Middleware - -A middleware is a function executed before the route handler when a request is sent to an API Route. It's useful to guard API routes, parse custom request body types, and apply validation on an API route. - -Learn more about middlewares in [this chapter](https://docs.medusajs.com/learn/fundamentals/api-routes/middlewares/index.html.md). - -Medusa provides a `validateAndTransformBody` middleware that accepts a Zod validation schema and returns a response error if a request is sent with body parameters that don't satisfy the validation schema. - -Middlewares are defined in the special file `src/api/middlewares.ts`. So, to add the validation middleware on the API route you created in the previous step, create the file `src/api/middlewares.ts` with the following content: - -![Directory structure of the Medusa application after adding the middleware](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869977/Medusa%20Book/brand-route-dir-overview-3_kcx511.jpg) - -```ts title="src/api/middlewares.ts" -import { - defineMiddlewares, - validateAndTransformBody, -} from "@medusajs/framework/http" -import { PostAdminCreateBrand } from "./admin/brands/validators" - -export default defineMiddlewares({ - routes: [ - { - matcher: "/admin/brands", - method: "POST", - middlewares: [ - validateAndTransformBody(PostAdminCreateBrand), - ], - }, - ], -}) -``` - -You define the middlewares using the `defineMiddlewares` function and export its returned value. The function accepts an object having a `routes` property, which is an array of middleware objects. - -In the middleware object, you define three properties: - -- `matcher`: a string or regular expression indicating the API route path to apply the middleware on. You pass the create brand's route `/admin/brand`. -- `method`: The HTTP method to restrict the middleware to, which is `POST`. -- `middlewares`: An array of middlewares to apply on the route. You pass the `validateAndTransformBody` middleware, passing it the Zod schema you created earlier. - -The Medusa application will now validate the body parameters of `POST` requests sent to `/admin/brands` to ensure they match the Zod validation schema. If not, an error is returned in the response specifying the issues to fix in the request body. - -*** - -## Test API Route - -To test out the API route, start the Medusa application with the following command: - -```bash npm2yarn -npm run dev -``` - -Since the `/admin/brands` API route has a `/admin` prefix, it's only accessible by authenticated admin users. - -So, to retrieve an authenticated token of your admin user, send a `POST` request to the `/auth/user/emailpass` API Route: - -```bash -curl -X POST 'http://localhost:9000/auth/user/emailpass' \ --H 'Content-Type: application/json' \ ---data-raw '{ - "email": "admin@medusa-test.com", - "password": "supersecret" -}' -``` - -Make sure to replace the email and password with your admin user's credentials. - -Don't have an admin user? Refer to [this guide](https://docs.medusajs.com/learn/installation#create-medusa-admin-user/index.html.md). - -Then, send a `POST` request to `/admin/brands`, passing the token received from the previous request in the `Authorization` header: - -```bash -curl -X POST 'http://localhost:9000/admin/brands' \ --H 'Content-Type: application/json' \ --H 'Authorization: Bearer {token}' \ ---data '{ - "name": "Acme" -}' -``` - -This returns the created brand in the response: - -```json title="Example Response" -{ - "brand": { - "id": "01J7AX9ES4X113HKY6C681KDZJ", - "name": "Acme", - "created_at": "2024-09-09T08:09:34.244Z", - "updated_at": "2024-09-09T08:09:34.244Z" - } -} -``` - -*** - -## Summary - -By following the previous example chapters, you implemented a custom feature that allows admin users to create a brand. You did that by: - -1. Creating a module that defines and manages a `brand` table in the database. -2. Creating a workflow that uses the module's service to create a brand record, and implements the compensation logic to delete that brand in case an error occurs. -3. Creating an API route that allows admin users to create a brand. - -*** - -## Next Steps: Associate Brand with Product - -Now that you have brands in your Medusa application, you want to associate a brand with a product, which is defined in the [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md). - -In the next chapters, you'll learn how to build associations between data models defined in different modules. - - -# Guide: Create Brand Workflow - -This chapter builds on the work from the [previous chapter](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) where you created a Brand Module. - -After adding custom modules to your application, you build commerce features around them using workflows. A workflow is a series of queries and actions, called steps, that complete a task spanning across modules. You construct a workflow similar to a regular function, but it's a special function that allows you to define roll-back logic, retry configurations, and more advanced features. - -The workflow you'll create in this chapter will use the Brand Module's service to implement the feature of creating a brand. In the [next chapter](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md), you'll expose an API route that allows admin users to create a brand, and you'll use this workflow in the route's implementation. - -Learn more about workflows in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md). - -### Prerequisites - -- [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) - -*** - -## 1. Create createBrandStep - -A workflow consists of a series of steps, each step created in a TypeScript or JavaScript file under the `src/workflows` directory. A step is defined using `createStep` from the Workflows SDK - -The workflow you're creating in this guide has one step to create the brand. So, create the file `src/workflows/create-brand.ts` with the following content: - -![Directory structure in the Medusa project after adding the file for createBrandStep](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869184/Medusa%20Book/brand-workflow-dir-overview-1_fjvf5j.jpg) - -```ts title="src/workflows/create-brand.ts" -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { BRAND_MODULE } from "../modules/brand" -import BrandModuleService from "../modules/brand/service" - -export type CreateBrandStepInput = { - name: string -} - -export const createBrandStep = createStep( - "create-brand-step", - async (input: CreateBrandStepInput, { container }) => { - const brandModuleService: BrandModuleService = container.resolve( - BRAND_MODULE - ) - - const brand = await brandModuleService.createBrands(input) - - return new StepResponse(brand, brand.id) - } -) -``` - -You create a `createBrandStep` using the `createStep` function. It accepts the step's unique name as a first parameter, and the step's function as a second parameter. - -The step function receives two parameters: input passed to the step when it's invoked, and an object of general context and configurations. This object has a `container` property, which is the Medusa container. - -The [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) is a registry of framework and commerce tools accessible in your customizations, such as a workflow's step. The Medusa application registers the services of core and custom modules in the container, allowing you to resolve and use them. - -So, In the step function, you use the Medusa container to resolve the Brand Module's service and use its generated `createBrands` method, which accepts an object of brands to create. - -Learn more about the generated `create` method's usage in [this reference](https://docs.medusajs.com/resources/service-factory-reference/methods/create/index.html.md). - -A step must return an instance of `StepResponse`. Its first parameter is the data returned by the step, and the second is the data passed to the compensation function, which you'll learn about next. - -### Add Compensation Function to Step - -You define for each step a compensation function that's executed when an error occurs in the workflow. The compensation function defines the logic to roll-back the changes made by the step. This ensures your data remains consistent if an error occurs, which is especially useful when you integrate third-party services. - -Learn more about the compensation function in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/compensation-function/index.html.md). - -To add a compensation function to the `createBrandStep`, pass it as a third parameter to `createStep`: - -```ts title="src/workflows/create-brand.ts" -export const createBrandStep = createStep( - // ... - async (id: string, { container }) => { - const brandModuleService: BrandModuleService = container.resolve( - BRAND_MODULE - ) - - await brandModuleService.deleteBrands(id) - } -) -``` - -The compensation function's first parameter is the brand's ID which you passed as a second parameter to the step function's returned `StepResponse`. It also accepts a context object with a `container` property as a second parameter, similar to the step function. - -In the compensation function, you resolve the Brand Module's service from the Medusa container, then use its generated `deleteBrands` method to delete the brand created by the step. This method accepts the ID of the brand to delete. - -Learn more about the generated `delete` method's usage in [this reference](https://docs.medusajs.com/resources/service-factory-reference/methods/delete/index.html.md). - -So, if an error occurs during the workflow's execution, the brand that was created by the step is deleted to maintain data consistency. - -*** - -## 2. Create createBrandWorkflow - -You can now create the workflow that runs the `createBrandStep`. A workflow is created in a TypeScript or JavaScript file under the `src/workflows` directory. In the file, you use `createWorkflow` from the Workflows SDK to create the workflow. - -Add the following content in the same `src/workflows/create-brand.ts` file: - -```ts title="src/workflows/create-brand.ts" -// other imports... -import { - // ... - createWorkflow, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" - -// ... - -type CreateBrandWorkflowInput = { - name: string -} - -export const createBrandWorkflow = createWorkflow( - "create-brand", - (input: CreateBrandWorkflowInput) => { - const brand = createBrandStep(input) - - return new WorkflowResponse(brand) - } -) -``` - -You create the `createBrandWorkflow` using the `createWorkflow` function. This function accepts two parameters: the workflow's unique name, and the workflow's constructor function holding the workflow's implementation. - -The constructor function accepts the workflow's input as a parameter. In the function, you invoke the `createBrandStep` you created in the previous step to create a brand. - -A workflow must return an instance of `WorkflowResponse`. It accepts as a parameter the data to return to the workflow's executor. - -*** - -## Next Steps: Expose Create Brand API Route - -You now have a `createBrandWorkflow` that you can execute to create a brand. - -In the next chapter, you'll add an API route that allows admin users to create a brand. You'll learn how to create the API route, and execute in it the workflow you implemented in this chapter. - - # Guide: Implement Brand Module In this chapter, you'll build a Brand Module that adds a `brand` table to the database and provides data-management features for it. @@ -5261,242 +4915,295 @@ The Brand Module now creates a `brand` table in the database and provides a clas In the next chapter, you'll implement the functionality to create a brand in a workflow. You'll then use that workflow in a later chapter to expose an endpoint that allows admin users to create a brand. -# Guide: Define Module Link Between Brand and Product +# Guide: Create Brand Workflow -In this chapter, you'll learn how to define a module link between a brand defined in the [custom Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md), and a product defined in the [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md) that's available in your Medusa application out-of-the-box. +This chapter builds on the work from the [previous chapter](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) where you created a Brand Module. -Modules are [isolated](https://docs.medusajs.com/learn/fundamentals/modules/isolation/index.html.md) from other resources, ensuring that they're integrated into the Medusa application without side effects. However, you may need to associate data models of different modules, or you're trying to extend data models from commerce modules with custom properties. To do that, you define module links. +After adding custom modules to your application, you build commerce features around them using workflows. A workflow is a series of queries and actions, called steps, that complete a task spanning across modules. You construct a workflow similar to a regular function, but it's a special function that allows you to define roll-back logic, retry configurations, and more advanced features. -A module link forms an association between two data models of different modules while maintaining module isolation. You can then manage and query linked records of the data models using Medusa's Modules SDK. +The workflow you'll create in this chapter will use the Brand Module's service to implement the feature of creating a brand. In the [next chapter](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md), you'll expose an API route that allows admin users to create a brand, and you'll use this workflow in the route's implementation. -In this chapter, you'll define a module link between the `Brand` data model of the Brand Module, and the `Product` data model of the Product Module. In later chapters, you'll manage and retrieve linked product and brand records. - -Learn more about module links in [this chapters](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md). - -### Prerequisites - -- [Brand Module having a Brand data model](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) - -## 1. Define Link - -Links are defined in a TypeScript or JavaScript file under the `src/links` directory. The file defines and exports the link using `defineLink` from the Modules SDK. - -So, to define a link between the `Product` and `Brand` models, create the file `src/links/product-brand.ts` with the following content: - -![The directory structure of the Medusa application after adding the link.](https://res.cloudinary.com/dza7lstvk/image/upload/v1733329897/Medusa%20Book/brands-link-dir-overview_t1rhlp.jpg) - -```ts title="src/links/product-brand.ts" highlights={highlights} -import BrandModule from "../modules/brand" -import ProductModule from "@medusajs/medusa/product" -import { defineLink } from "@medusajs/framework/utils" - -export default defineLink( - { - linkable: ProductModule.linkable.product, - isList: true, - }, - BrandModule.linkable.brand -) -``` - -You import each module's definition object from the `index.ts` file of the module's directory. Each module object has a special `linkable` property that holds the data models' link configurations. - -The `defineLink` function accepts two parameters of the same type, which is either: - -- The data model's link configuration, which you access from the Module's `linkable` property; -- Or an object that has two properties: - - `linkable`: the data model's link configuration, which you access from the Module's `linkable` property. - - `isList`: A boolean indicating whether many records of the data model can be linked to the other model. - -So, in the above code snippet, you define a link between the `Product` and `Brand` data models. Since a brand can be associated with multiple products, you enable `isList` in the `Product` model's object. - -*** - -## 2. Sync the Link to the Database - -A module link is represented in the database as a table that stores the IDs of linked records. So, after defining the link, run the following command to create the module link's table in the database: - -```bash -npx medusa db:migrate -``` - -This command reflects migrations on the database and syncs module links, which creates a table for the `product-brand` link. - -You can also run the `npx medusa db:sync-links` to just sync module links without running migrations. - -*** - -## Next Steps: Extend Create Product Flow - -In the next chapter, you'll extend Medusa's workflow and API route that create a product to allow associating a brand with a product. You'll also learn how to link brand and product records. - - -# Guide: Extend Create Product Flow - -After linking the [custom Brand data model](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) and Medusa's [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md) in the [previous chapter](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md), you'll extend the create product workflow and API route to allow associating a brand with a product. - -Some API routes, including the [Create Product API route](https://docs.medusajs.com/api/admin#products_postproducts), accept an `additional_data` request body parameter. This parameter can hold custom data that's passed to the [hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md) of the workflow executed in the API route, allowing you to consume those hooks and perform actions with the custom data. - -So, in this chapter, to extend the create product flow and associate a brand with a product, you will: - -- Consume the [productsCreated](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow#productsCreated/index.html.md) hook of the [createProductsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow/index.html.md), which is executed within the workflow after the product is created. You'll link the product with the brand passed in the `additional_data` parameter. -- Extend the Create Product API route to allow passing a brand ID in `additional_data`. - -To learn more about the `additional_data` property and the API routes that accept additional data, refer to [this chapter](https://docs.medusajs.com/learn/fundamentals/api-routes/additional-data/index.html.md). +Learn more about workflows in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md). ### Prerequisites - [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) -- [Defined link between the Brand and Product data models.](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md) *** -## 1. Consume the productsCreated Hook +## 1. Create createBrandStep -A workflow hook is a point in a workflow where you can inject a step to perform a custom functionality. Consuming a workflow hook allows you to extend the features of a workflow and, consequently, the API route that uses it. +A workflow consists of a series of steps, each step created in a TypeScript or JavaScript file under the `src/workflows` directory. A step is defined using `createStep` from the Workflows SDK -Learn more about the workflow hooks in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md). +The workflow you're creating in this guide has one step to create the brand. So, create the file `src/workflows/create-brand.ts` with the following content: -The [createProductsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow/index.html.md) used in the [Create Product API route](https://docs.medusajs.com/api/admin#products_postproducts) has a `productsCreated` hook that runs after the product is created. You'll consume this hook to link the created product with the brand specified in the request parameters. +![Directory structure in the Medusa project after adding the file for createBrandStep](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869184/Medusa%20Book/brand-workflow-dir-overview-1_fjvf5j.jpg) -To consume the `productsCreated` hook, create the file `src/workflows/hooks/created-product.ts` with the following content: +```ts title="src/workflows/create-brand.ts" +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { BRAND_MODULE } from "../modules/brand" +import BrandModuleService from "../modules/brand/service" -![Directory structure after creating the hook's file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1733384338/Medusa%20Book/brands-hook-dir-overview_ltwr5h.jpg) - -```ts title="src/workflows/hooks/created-product.ts" highlights={hook1Highlights} -import { createProductsWorkflow } from "@medusajs/medusa/core-flows" -import { StepResponse } from "@medusajs/framework/workflows-sdk" -import { Modules } from "@medusajs/framework/utils" -import { LinkDefinition } from "@medusajs/framework/types" -import { BRAND_MODULE } from "../../modules/brand" -import BrandModuleService from "../../modules/brand/service" - -createProductsWorkflow.hooks.productsCreated( - (async ({ products, additional_data }, { container }) => { - if (!additional_data?.brand_id) { - return new StepResponse([], []) - } +export type CreateBrandStepInput = { + name: string +} +export const createBrandStep = createStep( + "create-brand-step", + async (input: CreateBrandStepInput, { container }) => { const brandModuleService: BrandModuleService = container.resolve( BRAND_MODULE ) - // if the brand doesn't exist, an error is thrown. - await brandModuleService.retrieveBrand(additional_data.brand_id as string) - // TODO link brand to product - }) + const brand = await brandModuleService.createBrands(input) + + return new StepResponse(brand, brand.id) + } ) ``` -Workflows have a special `hooks` property to access its hooks and consume them. Each hook, such as `productsCreated`, accepts a step function as a parameter. The step function accepts the following parameters: +You create a `createBrandStep` using the `createStep` function. It accepts the step's unique name as a first parameter, and the step's function as a second parameter. -1. An object having an `additional_data` property, which is the custom data passed in the request body under `additional_data`. The object will also have properties passed from the workflow to the hook, which in this case is the `products` property that holds an array of the created products. -2. An object of properties related to the step's context. It has a `container` property whose value is the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) to resolve framework and commerce tools. +The step function receives two parameters: input passed to the step when it's invoked, and an object of general context and configurations. This object has a `container` property, which is the Medusa container. -In the step, if a brand ID is passed in `additional_data`, you resolve the Brand Module's service and use its generated `retrieveBrand` method to retrieve the brand by its ID. The `retrieveBrand` method will throw an error if the brand doesn't exist. +The [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) is a registry of Framework and commerce tools accessible in your customizations, such as a workflow's step. The Medusa application registers the services of core and custom modules in the container, allowing you to resolve and use them. -### Link Brand to Product +So, In the step function, you use the Medusa container to resolve the Brand Module's service and use its generated `createBrands` method, which accepts an object of brands to create. -Next, you want to create a link between the created products and the brand. To do so, you use Link, which is a class from the Modules SDK that provides methods to manage linked records. +Learn more about the generated `create` method's usage in [this reference](https://docs.medusajs.com/resources/service-factory-reference/methods/create/index.html.md). -Learn more about Link in [this chapter](https://docs.medusajs.com/learn/fundamentals/module-links/link/index.html.md). +A step must return an instance of `StepResponse`. Its first parameter is the data returned by the step, and the second is the data passed to the compensation function, which you'll learn about next. -To use Link in the `productsCreated` hook, replace the `TODO` with the following: +### Add Compensation Function to Step -```ts title="src/workflows/hooks/created-product.ts" highlights={hook2Highlights} -const link = container.resolve("link") -const logger = container.resolve("logger") +You define for each step a compensation function that's executed when an error occurs in the workflow. The compensation function defines the logic to roll-back the changes made by the step. This ensures your data remains consistent if an error occurs, which is especially useful when you integrate third-party services. -const links: LinkDefinition[] = [] +Learn more about the compensation function in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/compensation-function/index.html.md). -for (const product of products) { - links.push({ - [Modules.PRODUCT]: { - product_id: product.id, - }, - [BRAND_MODULE]: { - brand_id: additional_data.brand_id, - }, - }) -} +To add a compensation function to the `createBrandStep`, pass it as a third parameter to `createStep`: -await link.create(links) - -logger.info("Linked brand to products") - -return new StepResponse(links, links) -``` - -You resolve Link from the container. Then you loop over the created products to assemble an array of links to be created. After that, you pass the array of links to Link's `create` method, which will link the product and brand records. - -Each property in the link object is the name of a module, and its value is an object having a `{model_name}_id` property, where `{model_name}` is the snake-case name of the module's data model. Its value is the ID of the record to be linked. The link object's properties must be set in the same order as the link configurations passed to `defineLink`. - -![Diagram showcasing how the order of defining a link affects creating the link](https://res.cloudinary.com/dza7lstvk/image/upload/v1733386156/Medusa%20Book/remote-link-brand-product-exp_fhjmg4.jpg) - -Finally, you return an instance of `StepResponse` returning the created links. - -### Dismiss Links in Compensation - -You can pass as a second parameter of the hook a compensation function that undoes what the step did. It receives as a first parameter the returned `StepResponse`'s second parameter, and the step context object as a second parameter. - -To undo creating the links in the hook, pass the following compensation function as a second parameter to `productsCreated`: - -```ts title="src/workflows/hooks/created-product.ts" -createProductsWorkflow.hooks.productsCreated( +```ts title="src/workflows/create-brand.ts" +export const createBrandStep = createStep( // ... - (async (links, { container }) => { - if (!links?.length) { - return - } + async (id: string, { container }) => { + const brandModuleService: BrandModuleService = container.resolve( + BRAND_MODULE + ) - const link = container.resolve("link") - - await link.dismiss(links) - }) + await brandModuleService.deleteBrands(id) + } ) ``` -In the compensation function, if the `links` parameter isn't empty, you resolve Link from the container and use its `dismiss` method. This method removes a link between two records. It accepts the same parameter as the `create` method. +The compensation function's first parameter is the brand's ID which you passed as a second parameter to the step function's returned `StepResponse`. It also accepts a context object with a `container` property as a second parameter, similar to the step function. + +In the compensation function, you resolve the Brand Module's service from the Medusa container, then use its generated `deleteBrands` method to delete the brand created by the step. This method accepts the ID of the brand to delete. + +Learn more about the generated `delete` method's usage in [this reference](https://docs.medusajs.com/resources/service-factory-reference/methods/delete/index.html.md). + +So, if an error occurs during the workflow's execution, the brand that was created by the step is deleted to maintain data consistency. *** -## 2. Configure Additional Data Validation +## 2. Create createBrandWorkflow -Now that you've consumed the `productsCreated` hook, you want to configure the `/admin/products` API route that creates a new product to accept a brand ID in its `additional_data` parameter. +You can now create the workflow that runs the `createBrandStep`. A workflow is created in a TypeScript or JavaScript file under the `src/workflows` directory. In the file, you use `createWorkflow` from the Workflows SDK to create the workflow. -You configure the properties accepted in `additional_data` in the `src/api/middlewares.ts` that exports middleware configurations. So, create the file (or, if already existing, add to the file) `src/api/middlewares.ts` the following content: +Add the following content in the same `src/workflows/create-brand.ts` file: -![Directory structure after adding the middelwares file](https://res.cloudinary.com/dza7lstvk/image/upload/v1733386868/Medusa%20Book/brands-middleware-dir-overview_uczos1.jpg) - -```ts title="src/api/middlewares.ts" -import { defineMiddlewares } from "@medusajs/framework/http" -import { z } from "zod" +```ts title="src/workflows/create-brand.ts" +// other imports... +import { + // ... + createWorkflow, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" // ... +type CreateBrandWorkflowInput = { + name: string +} + +export const createBrandWorkflow = createWorkflow( + "create-brand", + (input: CreateBrandWorkflowInput) => { + const brand = createBrandStep(input) + + return new WorkflowResponse(brand) + } +) +``` + +You create the `createBrandWorkflow` using the `createWorkflow` function. This function accepts two parameters: the workflow's unique name, and the workflow's constructor function holding the workflow's implementation. + +The constructor function accepts the workflow's input as a parameter. In the function, you invoke the `createBrandStep` you created in the previous step to create a brand. + +A workflow must return an instance of `WorkflowResponse`. It accepts as a parameter the data to return to the workflow's executor. + +*** + +## Next Steps: Expose Create Brand API Route + +You now have a `createBrandWorkflow` that you can execute to create a brand. + +In the next chapter, you'll add an API route that allows admin users to create a brand. You'll learn how to create the API route, and execute in it the workflow you implemented in this chapter. + + +# Guide: Create Brand API Route + +In the previous two chapters, you created a [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) that added the concepts of brands to your application, then created a [workflow to create a brand](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md). In this chapter, you'll expose an API route that allows admin users to create a brand using the workflow from the previous chapter. + +An API Route is an endpoint that acts as an entry point for other clients to interact with your Medusa customizations, such as the admin dashboard, storefronts, or third-party systems. + +The Medusa core application provides a set of [admin](https://docs.medusajs.com/api/admin) and [store](https://docs.medusajs.com/api/store) API routes out-of-the-box. You can also create custom API routes to expose your custom functionalities. + +### Prerequisites + +- [createBrandWorkflow](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md) + +## 1. Create the API Route + +You create an API route in a `route.{ts,js}` file under a sub-directory of the `src/api` directory. The file exports API Route handler functions for at least one HTTP method (`GET`, `POST`, `DELETE`, etc…). + +Learn more about API routes [in this guide](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md). + +The route's path is the path of `route.{ts,js}` relative to `src/api`. So, to create the API route at `/admin/brands`, create the file `src/api/admin/brands/route.ts` with the following content: + +![Directory structure of the Medusa application after adding the route](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869882/Medusa%20Book/brand-route-dir-overview-2_hjqlnf.jpg) + +```ts title="src/api/admin/brands/route.ts" +import { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import { + createBrandWorkflow, +} from "../../../workflows/create-brand" + +type PostAdminCreateBrandType = { + name: string +} + +export const POST = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + const { result } = await createBrandWorkflow(req.scope) + .run({ + input: req.validatedBody, + }) + + res.json({ brand: result }) +} +``` + +You export a route handler function with its name (`POST`) being the HTTP method of the API route you're exposing. + +The function receives two parameters: a `MedusaRequest` object to access request details, and `MedusaResponse` object to return or manipulate the response. The `MedusaRequest` object's `scope` property is the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) that holds Framework tools and custom and core modules' services. + +`MedusaRequest` accepts the request body's type as a type argument. + +In the API route's handler, you execute the `createBrandWorkflow` by invoking it and passing the Medusa container `req.scope` as a parameter, then invoking its `run` method. You pass the workflow's input in the `input` property of the `run` method's parameter. You pass the request body's parameters using the `validatedBody` property of `MedusaRequest`. + +You return a JSON response with the created brand using the `res.json` method. + +*** + +## 2. Create Validation Schema + +The API route you created accepts the brand's name in the request body. So, you'll create a schema used to validate incoming request body parameters. + +Medusa uses [Zod](https://zod.dev/) to create validation schemas. These schemas are then used to validate incoming request bodies or query parameters. + +Learn more about API route validation in [this chapter](https://docs.medusajs.com/learn/fundamentals/api-routes/validation/index.html.md). + +You create a validation schema in a TypeScript or JavaScript file under a sub-directory of the `src/api` directory. So, create the file `src/api/admin/brands/validators.ts` with the following content: + +![Directory structure of Medusa application after adding validators file](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869806/Medusa%20Book/brand-route-dir-overview-1_yfyjss.jpg) + +```ts title="src/api/admin/brands/validators.ts" +import { z } from "zod" + +export const PostAdminCreateBrand = z.object({ + name: z.string(), +}) +``` + +You export a validation schema that expects in the request body an object having a `name` property whose value is a string. + +You can then replace `PostAdminCreateBrandType` in `src/api/admin/brands/route.ts` with the following: + +```ts title="src/api/admin/brands/route.ts" +// ... +import { z } from "zod" +import { PostAdminCreateBrand } from "./validators" + +type PostAdminCreateBrandType = z.infer + +// ... +``` + +*** + +## 3. Add Validation Middleware + +A middleware is a function executed before the route handler when a request is sent to an API Route. It's useful to guard API routes, parse custom request body types, and apply validation on an API route. + +Learn more about middlewares in [this chapter](https://docs.medusajs.com/learn/fundamentals/api-routes/middlewares/index.html.md). + +Medusa provides a `validateAndTransformBody` middleware that accepts a Zod validation schema and returns a response error if a request is sent with body parameters that don't satisfy the validation schema. + +Middlewares are defined in the special file `src/api/middlewares.ts`. So, to add the validation middleware on the API route you created in the previous step, create the file `src/api/middlewares.ts` with the following content: + +![Directory structure of the Medusa application after adding the middleware](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869977/Medusa%20Book/brand-route-dir-overview-3_kcx511.jpg) + +```ts title="src/api/middlewares.ts" +import { + defineMiddlewares, + validateAndTransformBody, +} from "@medusajs/framework/http" +import { PostAdminCreateBrand } from "./admin/brands/validators" + export default defineMiddlewares({ routes: [ - // ... { - matcher: "/admin/products", - method: ["POST"], - additionalDataValidator: { - brand_id: z.string().optional(), - }, + matcher: "/admin/brands", + method: "POST", + middlewares: [ + validateAndTransformBody(PostAdminCreateBrand), + ], }, ], }) ``` -Objects in `routes` accept an `additionalDataValidator` property that configures the validation rules for custom properties passed in the `additional_data` request parameter. It accepts an object whose keys are custom property names, and their values are validation rules created using [Zod](https://zod.dev/). +You define the middlewares using the `defineMiddlewares` function and export its returned value. The function accepts an object having a `routes` property, which is an array of middleware objects. -So, `POST` requests sent to `/admin/products` can now pass the ID of a brand in the `brand_id` property of `additional_data`. +In the middleware object, you define three properties: + +- `matcher`: a string or regular expression indicating the API route path to apply the middleware on. You pass the create brand's route `/admin/brand`. +- `method`: The HTTP method to restrict the middleware to, which is `POST`. +- `middlewares`: An array of middlewares to apply on the route. You pass the `validateAndTransformBody` middleware, passing it the Zod schema you created earlier. + +The Medusa application will now validate the body parameters of `POST` requests sent to `/admin/brands` to ensure they match the Zod validation schema. If not, an error is returned in the response specifying the issues to fix in the request body. *** -## Test it Out +## Test API Route -To test it out, first, retrieve the authentication token of your admin user by sending a `POST` request to `/auth/user/emailpass`: +To test out the API route, start the Medusa application with the following command: + +```bash npm2yarn +npm run dev +``` + +Since the `/admin/brands` API route has a `/admin` prefix, it's only accessible by authenticated admin users. + +So, to retrieve an authenticated token of your admin user, send a `POST` request to the `/auth/user/emailpass` API Route: ```bash curl -X POST 'http://localhost:9000/auth/user/emailpass' \ @@ -5507,40 +5214,51 @@ curl -X POST 'http://localhost:9000/auth/user/emailpass' \ }' ``` -Make sure to replace the email and password in the request body with your user's credentials. +Make sure to replace the email and password with your admin user's credentials. -Then, send a `POST` request to `/admin/products` to create a product, and pass in the `additional_data` parameter a brand's ID: +Don't have an admin user? Refer to [this guide](https://docs.medusajs.com/learn/installation#create-medusa-admin-user/index.html.md). + +Then, send a `POST` request to `/admin/brands`, passing the token received from the previous request in the `Authorization` header: ```bash -curl -X POST 'http://localhost:9000/admin/products' \ +curl -X POST 'http://localhost:9000/admin/brands' \ -H 'Content-Type: application/json' \ -H 'Authorization: Bearer {token}' \ --data '{ - "title": "Product 1", - "options": [ - { - "title": "Default option", - "values": ["Default option value"] - } - ], - "shipping_profile_id": "{shipping_profile_id}", - "additional_data": { - "brand_id": "{brand_id}" - } + "name": "Acme" }' ``` -Make sure to replace `{token}` with the token you received from the previous request, `shipping_profile_id` with the ID of a shipping profile in your application, and `{brand_id}` with the ID of a brand in your application. You can retrieve the ID of a shipping profile either from the Medusa Admin, or the [List Shipping Profiles API route](https://docs.medusajs.com/api/admin#shipping-profiles_getshippingprofiles). +This returns the created brand in the response: -The request creates a product and returns it. - -In the Medusa application's logs, you'll find the message `Linked brand to products`, indicating that the workflow hook handler ran and linked the brand to the products. +```json title="Example Response" +{ + "brand": { + "id": "01J7AX9ES4X113HKY6C681KDZJ", + "name": "Acme", + "created_at": "2024-09-09T08:09:34.244Z", + "updated_at": "2024-09-09T08:09:34.244Z" + } +} +``` *** -## Next Steps: Query Linked Brands and Products +## Summary -Now that you've extending the create-product flow to link a brand to it, you want to retrieve the brand details of a product. You'll learn how to do so in the next chapter. +By following the previous example chapters, you implemented a custom feature that allows admin users to create a brand. You did that by: + +1. Creating a module that defines and manages a `brand` table in the database. +2. Creating a workflow that uses the module's service to create a brand record, and implements the compensation logic to delete that brand in case an error occurs. +3. Creating an API route that allows admin users to create a brand. + +*** + +## Next Steps: Associate Brand with Product + +Now that you have brands in your Medusa application, you want to associate a brand with a product, which is defined in the [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md). + +In the next chapters, you'll learn how to build associations between data models defined in different modules. # Create Brands UI Route in Admin @@ -5915,152 +5633,74 @@ Your customizations often span across systems, where you need to retrieve data o In the next chapters, you'll learn about the concepts that facilitate integrating third-party systems in your application. You'll integrate a dummy third-party system and sync the brands between it and the Medusa application. -# Guide: Query Product's Brands +# Guide: Define Module Link Between Brand and Product -In the previous chapters, you [defined a link](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md) between the [custom Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) and Medusa's [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md), then [extended the create-product flow](https://docs.medusajs.com/learn/customization/extend-features/extend-create-product/index.html.md) to link a product to a brand. +In this chapter, you'll learn how to define a module link between a brand defined in the [custom Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md), and a product defined in the [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md) that's available in your Medusa application out-of-the-box. -In this chapter, you'll learn how to retrieve a product's brand (and vice-versa) in two ways: Using Medusa's existing API route, or in customizations, such as a custom API route. +Modules are [isolated](https://docs.medusajs.com/learn/fundamentals/modules/isolation/index.html.md) from other resources, ensuring that they're integrated into the Medusa application without side effects. However, you may need to associate data models of different modules, or you're trying to extend data models from commerce modules with custom properties. To do that, you define module links. + +A module link forms an association between two data models of different modules while maintaining module isolation. You can then manage and query linked records of the data models using Medusa's Modules SDK. + +In this chapter, you'll define a module link between the `Brand` data model of the Brand Module, and the `Product` data model of the Product Module. In later chapters, you'll manage and retrieve linked product and brand records. + +Learn more about module links in [this chapters](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md). ### Prerequisites -- [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) -- [Defined link between the Brand and Product data models.](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md) +- [Brand Module having a Brand data model](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) + +## 1. Define Link + +Links are defined in a TypeScript or JavaScript file under the `src/links` directory. The file defines and exports the link using `defineLink` from the Modules SDK. + +So, to define a link between the `Product` and `Brand` models, create the file `src/links/product-brand.ts` with the following content: + +![The directory structure of the Medusa application after adding the link.](https://res.cloudinary.com/dza7lstvk/image/upload/v1733329897/Medusa%20Book/brands-link-dir-overview_t1rhlp.jpg) + +```ts title="src/links/product-brand.ts" highlights={highlights} +import BrandModule from "../modules/brand" +import ProductModule from "@medusajs/medusa/product" +import { defineLink } from "@medusajs/framework/utils" + +export default defineLink( + { + linkable: ProductModule.linkable.product, + isList: true, + }, + BrandModule.linkable.brand +) +``` + +You import each module's definition object from the `index.ts` file of the module's directory. Each module object has a special `linkable` property that holds the data models' link configurations. + +The `defineLink` function accepts two parameters of the same type, which is either: + +- The data model's link configuration, which you access from the Module's `linkable` property; +- Or an object that has two properties: + - `linkable`: the data model's link configuration, which you access from the Module's `linkable` property. + - `isList`: A boolean indicating whether many records of the data model can be linked to the other model. + +So, in the above code snippet, you define a link between the `Product` and `Brand` data models. Since a brand can be associated with multiple products, you enable `isList` in the `Product` model's object. *** -## Approach 1: Retrieve Brands in Existing API Routes +## 2. Sync the Link to the Database -Medusa's existing API routes accept a `fields` query parameter that allows you to specify the fields and relations of a model to retrieve. So, when you send a request to the [List Products](https://docs.medusajs.com/api/admin#products_getproducts), [Get Product](https://docs.medusajs.com/api/admin#products_getproductsid), or any product-related store or admin routes that accept a `fields` query parameter, you can specify in this parameter to return the product's brands. - -Learn more about selecting fields and relations in the [API Reference](https://docs.medusajs.com/api/admin#select-fields-and-relations). - -For example, send the following request to retrieve the list of products with their brands: +A module link is represented in the database as a table that stores the IDs of linked records. So, after defining the link, run the following command to create the module link's table in the database: ```bash -curl 'http://localhost:9000/admin/products?fields=+brand.*' \ ---header 'Authorization: Bearer {token}' +npx medusa db:migrate ``` -Make sure to replace `{token}` with your admin user's authentication token. Learn how to retrieve it in the [API reference](https://docs.medusajs.com/api/store#authentication). +This command reflects migrations on the database and syncs module links, which creates a table for the `product-brand` link. -Any product that is linked to a brand will have a `brand` property in its object: - -```json title="Example Product Object" -{ - "id": "prod_123", - // ... - "brand": { - "id": "01JEB44M61BRM3ARM2RRMK7GJF", - "name": "Acme", - "created_at": "2024-12-05T09:59:08.737Z", - "updated_at": "2024-12-05T09:59:08.737Z", - "deleted_at": null - } -} -``` - -By using the `fields` query parameter, you don't have to re-create existing API routes to get custom data models that you linked to core data models. - -### Limitations: Filtering by Brands in Existing API Routes - -While you can retrieve linked records using the `fields` query parameter of an existing API route, you can't filter by linked records. - -Instead, you'll have to create a custom API route that uses Query to retrieve linked records with filters, as explained in the [Query documentation](https://docs.medusajs.com/learn/fundamentals/module-links/query#apply-filters-and-pagination-on-linked-records/index.html.md). +You can also run the `npx medusa db:sync-links` to just sync module links without running migrations. *** -## Approach 2: Use Query to Retrieve Linked Records +## Next Steps: Extend Create Product Flow -You can also retrieve linked records using Query. Query allows you to retrieve data across modules with filters, pagination, and more. You can resolve Query from the Medusa container and use it in your API route or workflow. - -Learn more about Query in [this chapter](https://docs.medusajs.com/learn/fundamentals/module-links/query/index.html.md). - -For example, you can create an API route that retrieves brands and their products. If you followed the [Create Brands API route chapter](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md), you'll have the file `src/api/admin/brands/route.ts` with a `POST` API route. Add a new `GET` function to the same file: - -```ts title="src/api/admin/brands/route.ts" highlights={highlights} -// other imports... -import { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" - -export const GET = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - const query = req.scope.resolve("query") - - const { data: brands } = await query.graph({ - entity: "brand", - fields: ["*", "products.*"], - }) - - res.json({ brands }) -} -``` - -This adds a `GET` API route at `/admin/brands`. In the API route, you resolve Query from the Medusa container. Query has a `graph` method that runs a query to retrieve data. It accepts an object having the following properties: - -- `entity`: The data model's name as specified in the first parameter of `model.define`. -- `fields`: An array of properties and relations to retrieve. You can pass: - - A property's name, such as `id`, or `*` for all properties. - - A relation or linked model's name, such as `products` (use the plural name since brands are linked to list of products). You suffix the name with `.*` to retrieve all its properties. - -`graph` returns an object having a `data` property, which is the retrieved brands. You return the brands in the response. - -### Test it Out - -To test the API route out, send a `GET` request to `/admin/brands`: - -```bash -curl 'http://localhost:9000/admin/brands' \ --H 'Authorization: Bearer {token}' -``` - -Make sure to replace `{token}` with your admin user's authentication token. Learn how to retrieve it in the [API reference](https://docs.medusajs.com/api/store#authentication). - -This returns the brands in your store with their linked products. For example: - -```json title="Example Response" -{ - "brands": [ - { - "id": "123", - // ... - "products": [ - { - "id": "prod_123", - // ... - } - ] - } - ] -} -``` - -### Limitations: Filtering by Brand in Query - -While you can use Query to retrieve linked records, you can't filter by linked records. - -For an alternative approach, refer to the [Query documentation](https://docs.medusajs.com/learn/fundamentals/module-links/query#apply-filters-and-pagination-on-linked-records/index.html.md). - -*** - -## Summary - -By following the examples of the previous chapters, you: - -- Defined a link between the Brand and Product modules's data models, allowing you to associate a product with a brand. -- Extended the create-product workflow and route to allow setting the product's brand while creating the product. -- Queried a product's brand, and vice versa. - -*** - -## Next Steps: Customize Medusa Admin - -Clients, such as the Medusa Admin dashboard, can now use brand-related features, such as creating a brand or setting the brand of a product. - -In the next chapters, you'll learn how to customize the Medusa Admin to show a product's brand on its details page, and to show a new page with the list of brands in your store. +In the next chapter, you'll extend Medusa's workflow and API route that create a product to allow associating a brand with a product. You'll also learn how to link brand and product records. # Guide: Add Product's Brand Widget in Admin @@ -6217,230 +5857,172 @@ The [Admin Components guides](https://docs.medusajs.com/resources/admin-componen In the next chapter, you'll add a UI route that displays the list of brands in your application and allows admin users. -# Guide: Sync Brands from Medusa to Third-Party +# Guide: Extend Create Product Flow -In the [previous chapter](https://docs.medusajs.com/learn/customization/integrate-systems/service/index.html.md), you created a CMS Module that integrates a dummy third-party system. You can now perform actions using that module within your custom flows. +After linking the [custom Brand data model](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) and Medusa's [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md) in the [previous chapter](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md), you'll extend the create product workflow and API route to allow associating a brand with a product. -In another previous chapter, you [added a workflow](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md) that creates a brand. After integrating the CMS, you want to sync that brand to the third-party system as well. +Some API routes, including the [Create Product API route](https://docs.medusajs.com/api/admin#products_postproducts), accept an `additional_data` request body parameter. This parameter can hold custom data that's passed to the [hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md) of the workflow executed in the API route, allowing you to consume those hooks and perform actions with the custom data. -Medusa has an event system that emits events when an operation is performed. It allows you to listen to those events and perform an asynchronous action in a function called a [subscriber](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md). This is useful to perform actions that aren't integral to the original flow, such as syncing data to a third-party system. +So, in this chapter, to extend the create product flow and associate a brand with a product, you will: -Learn more about Medusa's event system and subscribers in [this chapter](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md). +- Consume the [productsCreated](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow#productsCreated/index.html.md) hook of the [createProductsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow/index.html.md), which is executed within the workflow after the product is created. You'll link the product with the brand passed in the `additional_data` parameter. +- Extend the Create Product API route to allow passing a brand ID in `additional_data`. -In this chapter, you'll modify the `createBrandWorkflow` you created before to emit a custom event that indicates a brand was created. Then, you'll listen to that event in a subscriber to sync the brand to the third-party CMS. You'll implement the sync logic within a workflow that you execute in the subscriber. +To learn more about the `additional_data` property and the API routes that accept additional data, refer to [this chapter](https://docs.medusajs.com/learn/fundamentals/api-routes/additional-data/index.html.md). ### Prerequisites -- [createBrandWorkflow](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md) -- [CMS Module](https://docs.medusajs.com/learn/customization/integrate-systems/service/index.html.md) - -## 1. Emit Event in createBrandWorkflow - -Since syncing the brand to the third-party system isn't integral to creating a brand, you'll emit a custom event indicating that a brand was created. - -Medusa provides an `emitEventStep` that allows you to emit an event in your workflows. So, in the `createBrandWorkflow` defined in `src/workflows/create-brand.ts`, use the `emitEventStep` helper step after the `createBrandStep`: - -```ts title="src/workflows/create-brand.ts" highlights={eventHighlights} -// other imports... -import { - emitEventStep, -} from "@medusajs/medusa/core-flows" - -// ... - -export const createBrandWorkflow = createWorkflow( - "create-brand", - (input: CreateBrandInput) => { - // ... - - emitEventStep({ - eventName: "brand.created", - data: { - id: brand.id, - }, - }) - - return new WorkflowResponse(brand) - } -) -``` - -The `emitEventStep` accepts an object parameter having two properties: - -- `eventName`: The name of the event to emit. You'll use this name later to listen to the event in a subscriber. -- `data`: The data payload to emit with the event. This data is passed to subscribers that listen to the event. You add the brand's ID to the data payload, informing the subscribers which brand was created. - -You'll learn how to handle this event in a later step. +- [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) +- [Defined link between the Brand and Product data models.](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md) *** -## 2. Create Sync to Third-Party System Workflow +## 1. Consume the productsCreated Hook -The subscriber that will listen to the `brand.created` event will sync the created brand to the third-party CMS. So, you'll implement the syncing logic in a workflow, then execute the workflow in the subscriber. +A workflow hook is a point in a workflow where you can inject a step to perform a custom functionality. Consuming a workflow hook allows you to extend the features of a workflow and, consequently, the API route that uses it. -Workflows have a built-in durable execution engine that helps you complete tasks spanning multiple systems. Also, their rollback mechanism ensures that data is consistent across systems even when errors occur during execution. +Learn more about the workflow hooks in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md). -Learn more about workflows in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md). +The [createProductsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow/index.html.md) used in the [Create Product API route](https://docs.medusajs.com/api/admin#products_postproducts) has a `productsCreated` hook that runs after the product is created. You'll consume this hook to link the created product with the brand specified in the request parameters. -You'll create a `syncBrandToSystemWorkflow` that has two steps: +To consume the `productsCreated` hook, create the file `src/workflows/hooks/created-product.ts` with the following content: -- `useQueryGraphStep`: a step that Medusa provides to retrieve data using [Query](https://docs.medusajs.com/learn/fundamentals/module-links/query/index.html.md). You'll use this to retrieve the brand's details using its ID. -- `syncBrandToCmsStep`: a step that you'll create to sync the brand to the CMS. +![Directory structure after creating the hook's file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1733384338/Medusa%20Book/brands-hook-dir-overview_ltwr5h.jpg) -### syncBrandToCmsStep +```ts title="src/workflows/hooks/created-product.ts" highlights={hook1Highlights} +import { createProductsWorkflow } from "@medusajs/medusa/core-flows" +import { StepResponse } from "@medusajs/framework/workflows-sdk" +import { Modules } from "@medusajs/framework/utils" +import { LinkDefinition } from "@medusajs/framework/types" +import { BRAND_MODULE } from "../../modules/brand" +import BrandModuleService from "../../modules/brand/service" -To implement the step that syncs the brand to the CMS, create the file `src/workflows/sync-brands-to-cms.ts` with the following content: - -![Directory structure of the Medusa application after adding the file](https://res.cloudinary.com/dza7lstvk/image/upload/v1733493547/Medusa%20Book/cms-dir-overview-4_u5t0ug.jpg) - -```ts title="src/workflows/sync-brands-to-cms.ts" highlights={syncStepHighlights} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" -import { InferTypeOf } from "@medusajs/framework/types" -import { Brand } from "../modules/brand/models/brand" -import { CMS_MODULE } from "../modules/cms" -import CmsModuleService from "../modules/cms/service" - -type SyncBrandToCmsStepInput = { - brand: InferTypeOf -} - -const syncBrandToCmsStep = createStep( - "sync-brand-to-cms", - async ({ brand }: SyncBrandToCmsStepInput, { container }) => { - const cmsModuleService: CmsModuleService = container.resolve(CMS_MODULE) - - await cmsModuleService.createBrand(brand) - - return new StepResponse(null, brand.id) - }, - async (id, { container }) => { - if (!id) { - return +createProductsWorkflow.hooks.productsCreated( + (async ({ products, additional_data }, { container }) => { + if (!additional_data?.brand_id) { + return new StepResponse([], []) } - const cmsModuleService: CmsModuleService = container.resolve(CMS_MODULE) + const brandModuleService: BrandModuleService = container.resolve( + BRAND_MODULE + ) + // if the brand doesn't exist, an error is thrown. + await brandModuleService.retrieveBrand(additional_data.brand_id as string) - await cmsModuleService.deleteBrand(id) - } + // TODO link brand to product + }) ) ``` -You create the `syncBrandToCmsStep` that accepts a brand as an input. In the step, you resolve the CMS Module's service from the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) and use its `createBrand` method. This method will create the brand in the third-party CMS. +Workflows have a special `hooks` property to access its hooks and consume them. Each hook, such as `productsCreated`, accepts a step function as a parameter. The step function accepts the following parameters: -You also pass the brand's ID to the step's compensation function. In this function, you delete the brand in the third-party CMS if an error occurs during the workflow's execution. +1. An object having an `additional_data` property, which is the custom data passed in the request body under `additional_data`. The object will also have properties passed from the workflow to the hook, which in this case is the `products` property that holds an array of the created products. +2. An object of properties related to the step's context. It has a `container` property whose value is the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) to resolve Framework and commerce tools. -Learn more about compensation functions in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/compensation-function/index.html.md). +In the step, if a brand ID is passed in `additional_data`, you resolve the Brand Module's service and use its generated `retrieveBrand` method to retrieve the brand by its ID. The `retrieveBrand` method will throw an error if the brand doesn't exist. -### Create Workflow +### Link Brand to Product -You can now create the workflow that uses the above step. Add the workflow to the same `src/workflows/sync-brands-to-cms.ts` file: +Next, you want to create a link between the created products and the brand. To do so, you use Link, which is a class from the Modules SDK that provides methods to manage linked records. -```ts title="src/workflows/sync-brands-to-cms.ts" highlights={syncWorkflowHighlights} -// other imports... -import { - // ... - createWorkflow, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" +Learn more about Link in [this chapter](https://docs.medusajs.com/learn/fundamentals/module-links/link/index.html.md). -// ... +To use Link in the `productsCreated` hook, replace the `TODO` with the following: -type SyncBrandToCmsWorkflowInput = { - id: string -} +```ts title="src/workflows/hooks/created-product.ts" highlights={hook2Highlights} +const link = container.resolve("link") +const logger = container.resolve("logger") -export const syncBrandToCmsWorkflow = createWorkflow( - "sync-brand-to-cms", - (input: SyncBrandToCmsWorkflowInput) => { - // @ts-ignore - const { data: brands } = useQueryGraphStep({ - entity: "brand", - fields: ["*"], - filters: { - id: input.id, - }, - options: { - throwIfKeyNotFound: true, - }, - }) +const links: LinkDefinition[] = [] - syncBrandToCmsStep({ - brand: brands[0], - } as SyncBrandToCmsStepInput) - - return new WorkflowResponse({}) - } -) -``` - -You create a `syncBrandToCmsWorkflow` that accepts the brand's ID as input. The workflow has the following steps: - -- `useQueryGraphStep`: Retrieve the brand's details using Query. You pass the brand's ID as a filter, and set the `throwIfKeyNotFound` option to true so that the step throws an error if a brand with the specified ID doesn't exist. -- `syncBrandToCmsStep`: Create the brand in the third-party CMS. - -You'll execute this workflow in the subscriber next. - -Learn more about `useQueryGraphStep` in [this reference](https://docs.medusajs.com/resources/references/helper-steps/useQueryGraphStep/index.html.md). - -*** - -## 3. Handle brand.created Event - -You now have a workflow with the logic to sync a brand to the CMS. You need to execute this workflow whenever the `brand.created` event is emitted. So, you'll create a subscriber that listens to and handle the event. - -Subscribers are created in a TypeScript or JavaScript file under the `src/subscribers` directory. So, create the file `src/subscribers/brand-created.ts` with the following content: - -![Directory structure of the Medusa application after adding the subscriber](https://res.cloudinary.com/dza7lstvk/image/upload/v1733493774/Medusa%20Book/cms-dir-overview-5_iqqwvg.jpg) - -```ts title="src/subscribers/brand-created.ts" highlights={subscriberHighlights} -import type { - SubscriberConfig, - SubscriberArgs, -} from "@medusajs/framework" -import { syncBrandToCmsWorkflow } from "../workflows/sync-brands-to-cms" - -export default async function brandCreatedHandler({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - await syncBrandToCmsWorkflow(container).run({ - input: data, +for (const product of products) { + links.push({ + [Modules.PRODUCT]: { + product_id: product.id, + }, + [BRAND_MODULE]: { + brand_id: additional_data.brand_id, + }, }) } -export const config: SubscriberConfig = { - event: "brand.created", -} +await link.create(links) + +logger.info("Linked brand to products") + +return new StepResponse(links, links) ``` -A subscriber file must export: +You resolve Link from the container. Then you loop over the created products to assemble an array of links to be created. After that, you pass the array of links to Link's `create` method, which will link the product and brand records. -- The asynchronous function that's executed when the event is emitted. This must be the file's default export. -- An object that holds the subscriber's configurations. It has an `event` property that indicates the name of the event that the subscriber is listening to. +Each property in the link object is the name of a module, and its value is an object having a `{model_name}_id` property, where `{model_name}` is the snake-case name of the module's data model. Its value is the ID of the record to be linked. The link object's properties must be set in the same order as the link configurations passed to `defineLink`. -The subscriber function accepts an object parameter that has two properties: +![Diagram showcasing how the order of defining a link affects creating the link](https://res.cloudinary.com/dza7lstvk/image/upload/v1733386156/Medusa%20Book/remote-link-brand-product-exp_fhjmg4.jpg) -- `event`: An object of event details. Its `data` property holds the event's data payload, which is the brand's ID. -- `container`: The Medusa container used to resolve framework and commerce tools. +Finally, you return an instance of `StepResponse` returning the created links. -In the function, you execute the `syncBrandToCmsWorkflow`, passing it the data payload as an input. So, everytime a brand is created, Medusa will execute this function, which in turn executes the workflow to sync the brand to the CMS. +### Dismiss Links in Compensation -Learn more about subscribers in [this chapter](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md). +You can pass as a second parameter of the hook a compensation function that undoes what the step did. It receives as a first parameter the returned `StepResponse`'s second parameter, and the step context object as a second parameter. + +To undo creating the links in the hook, pass the following compensation function as a second parameter to `productsCreated`: + +```ts title="src/workflows/hooks/created-product.ts" +createProductsWorkflow.hooks.productsCreated( + // ... + (async (links, { container }) => { + if (!links?.length) { + return + } + + const link = container.resolve("link") + + await link.dismiss(links) + }) +) +``` + +In the compensation function, if the `links` parameter isn't empty, you resolve Link from the container and use its `dismiss` method. This method removes a link between two records. It accepts the same parameter as the `create` method. + +*** + +## 2. Configure Additional Data Validation + +Now that you've consumed the `productsCreated` hook, you want to configure the `/admin/products` API route that creates a new product to accept a brand ID in its `additional_data` parameter. + +You configure the properties accepted in `additional_data` in the `src/api/middlewares.ts` that exports middleware configurations. So, create the file (or, if already existing, add to the file) `src/api/middlewares.ts` the following content: + +![Directory structure after adding the middelwares file](https://res.cloudinary.com/dza7lstvk/image/upload/v1733386868/Medusa%20Book/brands-middleware-dir-overview_uczos1.jpg) + +```ts title="src/api/middlewares.ts" +import { defineMiddlewares } from "@medusajs/framework/http" +import { z } from "zod" + +// ... + +export default defineMiddlewares({ + routes: [ + // ... + { + matcher: "/admin/products", + method: ["POST"], + additionalDataValidator: { + brand_id: z.string().optional(), + }, + }, + ], +}) +``` + +Objects in `routes` accept an `additionalDataValidator` property that configures the validation rules for custom properties passed in the `additional_data` request parameter. It accepts an object whose keys are custom property names, and their values are validation rules created using [Zod](https://zod.dev/). + +So, `POST` requests sent to `/admin/products` can now pass the ID of a brand in the `brand_id` property of `additional_data`. *** ## Test it Out -To test the subscriber and workflow out, you'll use the [Create Brand API route](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md) you created in a previous chapter. - -First, start the Medusa application: - -```bash npm2yarn -npm run dev -``` - -Since the `/admin/brands` API route has a `/admin` prefix, it's only accessible by authenticated admin users. So, to retrieve an authenticated token of your admin user, send a `POST` request to the `/auth/user/emailpass` API Route: +To test it out, first, retrieve the authentication token of your admin user by sending a `POST` request to `/auth/user/emailpass`: ```bash curl -X POST 'http://localhost:9000/auth/user/emailpass' \ @@ -6451,42 +6033,188 @@ curl -X POST 'http://localhost:9000/auth/user/emailpass' \ }' ``` -Make sure to replace the email and password with your admin user's credentials. +Make sure to replace the email and password in the request body with your user's credentials. -Don't have an admin user? Refer to [this guide](https://docs.medusajs.com/learn/installation#create-medusa-admin-user/index.html.md). - -Then, send a `POST` request to `/admin/brands`, passing the token received from the previous request in the `Authorization` header: +Then, send a `POST` request to `/admin/products` to create a product, and pass in the `additional_data` parameter a brand's ID: ```bash -curl -X POST 'http://localhost:9000/admin/brands' \ +curl -X POST 'http://localhost:9000/admin/products' \ -H 'Content-Type: application/json' \ -H 'Authorization: Bearer {token}' \ --data '{ - "name": "Acme" + "title": "Product 1", + "options": [ + { + "title": "Default option", + "values": ["Default option value"] + } + ], + "shipping_profile_id": "{shipping_profile_id}", + "additional_data": { + "brand_id": "{brand_id}" + } }' ``` -This request returns the created brand. If you check the logs, you'll find the `brand.created` event was emitted, and that the request to the third-party system was simulated: +Make sure to replace `{token}` with the token you received from the previous request, `shipping_profile_id` with the ID of a shipping profile in your application, and `{brand_id}` with the ID of a brand in your application. You can retrieve the ID of a shipping profile either from the Medusa Admin, or the [List Shipping Profiles API route](https://docs.medusajs.com/api/admin#shipping-profiles_getshippingprofiles). -```plain -info: Processing brand.created which has 1 subscribers -http: POST /admin/brands ← - (200) - 16.418 ms -info: Sending a POST request to /brands. -info: Request Data: { - "id": "01JEDWENYD361P664WRQPMC3J8", - "name": "Acme", - "created_at": "2024-12-06T11:42:32.909Z", - "updated_at": "2024-12-06T11:42:32.909Z", - "deleted_at": null -} -info: API Key: "123" -``` +The request creates a product and returns it. + +In the Medusa application's logs, you'll find the message `Linked brand to products`, indicating that the workflow hook handler ran and linked the brand to the products. *** -## Next Chapter: Sync Brand from Third-Party CMS to Medusa +## Next Steps: Query Linked Brands and Products -You can also automate syncing data from a third-party system to Medusa at a regular interval. In the next chapter, you'll learn how to sync brands from the third-party CMS to Medusa once a day. +Now that you've extending the create-product flow to link a brand to it, you want to retrieve the brand details of a product. You'll learn how to do so in the next chapter. + + +# Guide: Query Product's Brands + +In the previous chapters, you [defined a link](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md) between the [custom Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) and Medusa's [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md), then [extended the create-product flow](https://docs.medusajs.com/learn/customization/extend-features/extend-create-product/index.html.md) to link a product to a brand. + +In this chapter, you'll learn how to retrieve a product's brand (and vice-versa) in two ways: Using Medusa's existing API route, or in customizations, such as a custom API route. + +### Prerequisites + +- [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) +- [Defined link between the Brand and Product data models.](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md) + +*** + +## Approach 1: Retrieve Brands in Existing API Routes + +Medusa's existing API routes accept a `fields` query parameter that allows you to specify the fields and relations of a model to retrieve. So, when you send a request to the [List Products](https://docs.medusajs.com/api/admin#products_getproducts), [Get Product](https://docs.medusajs.com/api/admin#products_getproductsid), or any product-related store or admin routes that accept a `fields` query parameter, you can specify in this parameter to return the product's brands. + +Learn more about selecting fields and relations in the [API Reference](https://docs.medusajs.com/api/admin#select-fields-and-relations). + +For example, send the following request to retrieve the list of products with their brands: + +```bash +curl 'http://localhost:9000/admin/products?fields=+brand.*' \ +--header 'Authorization: Bearer {token}' +``` + +Make sure to replace `{token}` with your admin user's authentication token. Learn how to retrieve it in the [API reference](https://docs.medusajs.com/api/store#authentication). + +Any product that is linked to a brand will have a `brand` property in its object: + +```json title="Example Product Object" +{ + "id": "prod_123", + // ... + "brand": { + "id": "01JEB44M61BRM3ARM2RRMK7GJF", + "name": "Acme", + "created_at": "2024-12-05T09:59:08.737Z", + "updated_at": "2024-12-05T09:59:08.737Z", + "deleted_at": null + } +} +``` + +By using the `fields` query parameter, you don't have to re-create existing API routes to get custom data models that you linked to core data models. + +### Limitations: Filtering by Brands in Existing API Routes + +While you can retrieve linked records using the `fields` query parameter of an existing API route, you can't filter by linked records. + +Instead, you'll have to create a custom API route that uses Query to retrieve linked records with filters, as explained in the [Query documentation](https://docs.medusajs.com/learn/fundamentals/module-links/query#apply-filters-and-pagination-on-linked-records/index.html.md). + +*** + +## Approach 2: Use Query to Retrieve Linked Records + +You can also retrieve linked records using Query. Query allows you to retrieve data across modules with filters, pagination, and more. You can resolve Query from the Medusa container and use it in your API route or workflow. + +Learn more about Query in [this chapter](https://docs.medusajs.com/learn/fundamentals/module-links/query/index.html.md). + +For example, you can create an API route that retrieves brands and their products. If you followed the [Create Brands API route chapter](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md), you'll have the file `src/api/admin/brands/route.ts` with a `POST` API route. Add a new `GET` function to the same file: + +```ts title="src/api/admin/brands/route.ts" highlights={highlights} +// other imports... +import { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" + +export const GET = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + const query = req.scope.resolve("query") + + const { data: brands } = await query.graph({ + entity: "brand", + fields: ["*", "products.*"], + }) + + res.json({ brands }) +} +``` + +This adds a `GET` API route at `/admin/brands`. In the API route, you resolve Query from the Medusa container. Query has a `graph` method that runs a query to retrieve data. It accepts an object having the following properties: + +- `entity`: The data model's name as specified in the first parameter of `model.define`. +- `fields`: An array of properties and relations to retrieve. You can pass: + - A property's name, such as `id`, or `*` for all properties. + - A relation or linked model's name, such as `products` (use the plural name since brands are linked to list of products). You suffix the name with `.*` to retrieve all its properties. + +`graph` returns an object having a `data` property, which is the retrieved brands. You return the brands in the response. + +### Test it Out + +To test the API route out, send a `GET` request to `/admin/brands`: + +```bash +curl 'http://localhost:9000/admin/brands' \ +-H 'Authorization: Bearer {token}' +``` + +Make sure to replace `{token}` with your admin user's authentication token. Learn how to retrieve it in the [API reference](https://docs.medusajs.com/api/store#authentication). + +This returns the brands in your store with their linked products. For example: + +```json title="Example Response" +{ + "brands": [ + { + "id": "123", + // ... + "products": [ + { + "id": "prod_123", + // ... + } + ] + } + ] +} +``` + +### Limitations: Filtering by Brand in Query + +While you can use Query to retrieve linked records, you can't filter by linked records. + +For an alternative approach, refer to the [Query documentation](https://docs.medusajs.com/learn/fundamentals/module-links/query#apply-filters-and-pagination-on-linked-records/index.html.md). + +*** + +## Summary + +By following the examples of the previous chapters, you: + +- Defined a link between the Brand and Product modules's data models, allowing you to associate a product with a brand. +- Extended the create-product workflow and route to allow setting the product's brand while creating the product. +- Queried a product's brand, and vice versa. + +*** + +## Next Steps: Customize Medusa Admin + +Clients, such as the Medusa Admin dashboard, can now use brand-related features, such as creating a brand or setting the brand of a product. + +In the next chapters, you'll learn how to customize the Medusa Admin to show a product's brand on its details page, and to show a new page with the list of brands in your store. # Guide: Schedule Syncing Brands from Third-Party @@ -6773,7 +6501,7 @@ A scheduled job file must export: - `name`: A unique name for the scheduled job. - `schedule`: A string that holds a [cron expression](https://crontab.guru/) indicating the schedule to run the job. -The scheduled job function accepts as a parameter the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) used to resolve framework and commerce tools. You then execute the `syncBrandsFromCmsWorkflow` and use its result to log how many brands were created or updated. +The scheduled job function accepts as a parameter the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) used to resolve Framework and commerce tools. You then execute the `syncBrandsFromCmsWorkflow` and use its result to log how many brands were created or updated. Based on the cron expression specified in `config.schedule`, Medusa will run the scheduled job every day at midnight. You can also change it to `* * * * *` to run it every minute for easier debugging. @@ -6793,11 +6521,283 @@ If you set the schedule to `* * * * *` for debugging, the scheduled job will run ## Summary -By following the previous chapters, you utilized Medusa's framework and orchestration tools to perform and automate tasks that span across systems. +By following the previous chapters, you utilized the Medusa Framework and orchestration tools to perform and automate tasks that span across systems. With Medusa, you can integrate any service from your commerce ecosystem with ease. You don't have to set up separate applications to manage your different customizations, or worry about data inconsistency across systems. Your efforts only go into implementing the business logic that ties your systems together. +# Guide: Sync Brands from Medusa to Third-Party + +In the [previous chapter](https://docs.medusajs.com/learn/customization/integrate-systems/service/index.html.md), you created a CMS Module that integrates a dummy third-party system. You can now perform actions using that module within your custom flows. + +In another previous chapter, you [added a workflow](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md) that creates a brand. After integrating the CMS, you want to sync that brand to the third-party system as well. + +Medusa has an event system that emits events when an operation is performed. It allows you to listen to those events and perform an asynchronous action in a function called a [subscriber](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md). This is useful to perform actions that aren't integral to the original flow, such as syncing data to a third-party system. + +Learn more about Medusa's event system and subscribers in [this chapter](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md). + +In this chapter, you'll modify the `createBrandWorkflow` you created before to emit a custom event that indicates a brand was created. Then, you'll listen to that event in a subscriber to sync the brand to the third-party CMS. You'll implement the sync logic within a workflow that you execute in the subscriber. + +### Prerequisites + +- [createBrandWorkflow](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md) +- [CMS Module](https://docs.medusajs.com/learn/customization/integrate-systems/service/index.html.md) + +## 1. Emit Event in createBrandWorkflow + +Since syncing the brand to the third-party system isn't integral to creating a brand, you'll emit a custom event indicating that a brand was created. + +Medusa provides an `emitEventStep` that allows you to emit an event in your workflows. So, in the `createBrandWorkflow` defined in `src/workflows/create-brand.ts`, use the `emitEventStep` helper step after the `createBrandStep`: + +```ts title="src/workflows/create-brand.ts" highlights={eventHighlights} +// other imports... +import { + emitEventStep, +} from "@medusajs/medusa/core-flows" + +// ... + +export const createBrandWorkflow = createWorkflow( + "create-brand", + (input: CreateBrandInput) => { + // ... + + emitEventStep({ + eventName: "brand.created", + data: { + id: brand.id, + }, + }) + + return new WorkflowResponse(brand) + } +) +``` + +The `emitEventStep` accepts an object parameter having two properties: + +- `eventName`: The name of the event to emit. You'll use this name later to listen to the event in a subscriber. +- `data`: The data payload to emit with the event. This data is passed to subscribers that listen to the event. You add the brand's ID to the data payload, informing the subscribers which brand was created. + +You'll learn how to handle this event in a later step. + +*** + +## 2. Create Sync to Third-Party System Workflow + +The subscriber that will listen to the `brand.created` event will sync the created brand to the third-party CMS. So, you'll implement the syncing logic in a workflow, then execute the workflow in the subscriber. + +Workflows have a built-in durable execution engine that helps you complete tasks spanning multiple systems. Also, their rollback mechanism ensures that data is consistent across systems even when errors occur during execution. + +Learn more about workflows in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md). + +You'll create a `syncBrandToSystemWorkflow` that has two steps: + +- `useQueryGraphStep`: a step that Medusa provides to retrieve data using [Query](https://docs.medusajs.com/learn/fundamentals/module-links/query/index.html.md). You'll use this to retrieve the brand's details using its ID. +- `syncBrandToCmsStep`: a step that you'll create to sync the brand to the CMS. + +### syncBrandToCmsStep + +To implement the step that syncs the brand to the CMS, create the file `src/workflows/sync-brands-to-cms.ts` with the following content: + +![Directory structure of the Medusa application after adding the file](https://res.cloudinary.com/dza7lstvk/image/upload/v1733493547/Medusa%20Book/cms-dir-overview-4_u5t0ug.jpg) + +```ts title="src/workflows/sync-brands-to-cms.ts" highlights={syncStepHighlights} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" +import { InferTypeOf } from "@medusajs/framework/types" +import { Brand } from "../modules/brand/models/brand" +import { CMS_MODULE } from "../modules/cms" +import CmsModuleService from "../modules/cms/service" + +type SyncBrandToCmsStepInput = { + brand: InferTypeOf +} + +const syncBrandToCmsStep = createStep( + "sync-brand-to-cms", + async ({ brand }: SyncBrandToCmsStepInput, { container }) => { + const cmsModuleService: CmsModuleService = container.resolve(CMS_MODULE) + + await cmsModuleService.createBrand(brand) + + return new StepResponse(null, brand.id) + }, + async (id, { container }) => { + if (!id) { + return + } + + const cmsModuleService: CmsModuleService = container.resolve(CMS_MODULE) + + await cmsModuleService.deleteBrand(id) + } +) +``` + +You create the `syncBrandToCmsStep` that accepts a brand as an input. In the step, you resolve the CMS Module's service from the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) and use its `createBrand` method. This method will create the brand in the third-party CMS. + +You also pass the brand's ID to the step's compensation function. In this function, you delete the brand in the third-party CMS if an error occurs during the workflow's execution. + +Learn more about compensation functions in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/compensation-function/index.html.md). + +### Create Workflow + +You can now create the workflow that uses the above step. Add the workflow to the same `src/workflows/sync-brands-to-cms.ts` file: + +```ts title="src/workflows/sync-brands-to-cms.ts" highlights={syncWorkflowHighlights} +// other imports... +import { + // ... + createWorkflow, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +type SyncBrandToCmsWorkflowInput = { + id: string +} + +export const syncBrandToCmsWorkflow = createWorkflow( + "sync-brand-to-cms", + (input: SyncBrandToCmsWorkflowInput) => { + // @ts-ignore + const { data: brands } = useQueryGraphStep({ + entity: "brand", + fields: ["*"], + filters: { + id: input.id, + }, + options: { + throwIfKeyNotFound: true, + }, + }) + + syncBrandToCmsStep({ + brand: brands[0], + } as SyncBrandToCmsStepInput) + + return new WorkflowResponse({}) + } +) +``` + +You create a `syncBrandToCmsWorkflow` that accepts the brand's ID as input. The workflow has the following steps: + +- `useQueryGraphStep`: Retrieve the brand's details using Query. You pass the brand's ID as a filter, and set the `throwIfKeyNotFound` option to true so that the step throws an error if a brand with the specified ID doesn't exist. +- `syncBrandToCmsStep`: Create the brand in the third-party CMS. + +You'll execute this workflow in the subscriber next. + +Learn more about `useQueryGraphStep` in [this reference](https://docs.medusajs.com/resources/references/helper-steps/useQueryGraphStep/index.html.md). + +*** + +## 3. Handle brand.created Event + +You now have a workflow with the logic to sync a brand to the CMS. You need to execute this workflow whenever the `brand.created` event is emitted. So, you'll create a subscriber that listens to and handle the event. + +Subscribers are created in a TypeScript or JavaScript file under the `src/subscribers` directory. So, create the file `src/subscribers/brand-created.ts` with the following content: + +![Directory structure of the Medusa application after adding the subscriber](https://res.cloudinary.com/dza7lstvk/image/upload/v1733493774/Medusa%20Book/cms-dir-overview-5_iqqwvg.jpg) + +```ts title="src/subscribers/brand-created.ts" highlights={subscriberHighlights} +import type { + SubscriberConfig, + SubscriberArgs, +} from "@medusajs/framework" +import { syncBrandToCmsWorkflow } from "../workflows/sync-brands-to-cms" + +export default async function brandCreatedHandler({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + await syncBrandToCmsWorkflow(container).run({ + input: data, + }) +} + +export const config: SubscriberConfig = { + event: "brand.created", +} +``` + +A subscriber file must export: + +- The asynchronous function that's executed when the event is emitted. This must be the file's default export. +- An object that holds the subscriber's configurations. It has an `event` property that indicates the name of the event that the subscriber is listening to. + +The subscriber function accepts an object parameter that has two properties: + +- `event`: An object of event details. Its `data` property holds the event's data payload, which is the brand's ID. +- `container`: The Medusa container used to resolve Framework and commerce tools. + +In the function, you execute the `syncBrandToCmsWorkflow`, passing it the data payload as an input. So, everytime a brand is created, Medusa will execute this function, which in turn executes the workflow to sync the brand to the CMS. + +Learn more about subscribers in [this chapter](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md). + +*** + +## Test it Out + +To test the subscriber and workflow out, you'll use the [Create Brand API route](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md) you created in a previous chapter. + +First, start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +Since the `/admin/brands` API route has a `/admin` prefix, it's only accessible by authenticated admin users. So, to retrieve an authenticated token of your admin user, send a `POST` request to the `/auth/user/emailpass` API Route: + +```bash +curl -X POST 'http://localhost:9000/auth/user/emailpass' \ +-H 'Content-Type: application/json' \ +--data-raw '{ + "email": "admin@medusa-test.com", + "password": "supersecret" +}' +``` + +Make sure to replace the email and password with your admin user's credentials. + +Don't have an admin user? Refer to [this guide](https://docs.medusajs.com/learn/installation#create-medusa-admin-user/index.html.md). + +Then, send a `POST` request to `/admin/brands`, passing the token received from the previous request in the `Authorization` header: + +```bash +curl -X POST 'http://localhost:9000/admin/brands' \ +-H 'Content-Type: application/json' \ +-H 'Authorization: Bearer {token}' \ +--data '{ + "name": "Acme" +}' +``` + +This request returns the created brand. If you check the logs, you'll find the `brand.created` event was emitted, and that the request to the third-party system was simulated: + +```plain +info: Processing brand.created which has 1 subscribers +http: POST /admin/brands ← - (200) - 16.418 ms +info: Sending a POST request to /brands. +info: Request Data: { + "id": "01JEDWENYD361P664WRQPMC3J8", + "name": "Acme", + "created_at": "2024-12-06T11:42:32.909Z", + "updated_at": "2024-12-06T11:42:32.909Z", + "deleted_at": null +} +info: API Key: "123" +``` + +*** + +## Next Chapter: Sync Brand from Third-Party CMS to Medusa + +You can also automate syncing data from a third-party system to Medusa at a regular interval. In the next chapter, you'll learn how to sync brands from the third-party CMS to Medusa once a day. + + # Guide: Integrate Third-Party Brand System In the previous chapters, you've created a [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) that adds brands to your application. In this chapter, you'll integrate a dummy Content-Management System (CMS) in a new module. The module's service will provide methods to retrieve and manage brands in the CMS. You'll later use this service to sync data from and to the CMS. @@ -6849,7 +6849,7 @@ export default CmsModuleService You create a `CmsModuleService` that will hold the methods to connect to the third-party CMS. A service's constructor accepts two parameters: -1. The module's container. Since a module is [isolated](https://docs.medusajs.com/learn/fundamentals/modules/isolation/index.html.md), it has a [local container](https://docs.medusajs.com/learn/fundamentals/modules/container/index.html.md) different than the Medusa container you use in other customizations. This container holds framework tools like the [Logger utility](https://docs.medusajs.com/learn/debugging-and-testing/logging/index.html.md) and resources within the module. +1. The module's container. Since a module is [isolated](https://docs.medusajs.com/learn/fundamentals/modules/isolation/index.html.md), it has a [local container](https://docs.medusajs.com/learn/fundamentals/modules/container/index.html.md) different than the Medusa container you use in other customizations. This container holds Framework tools like the [Logger utility](https://docs.medusajs.com/learn/debugging-and-testing/logging/index.html.md) and resources within the module. 2. Options passed to the module when it's later added in Medusa's configurations. These options are useful to pass secret keys or configurations that ensure your module is re-usable across applications. For the CMS Module, you accept the API key to connect to the dummy CMS as an option. When integrating a third-party system that has a Node.js SDK or client, you can initialize that client in the constructor to be used in the service's methods. @@ -6957,207 +6957,6 @@ You can now use the CMS Module's service to perform actions on the third-party C In the next chapter, you'll learn how to emit an event when a brand is created, then handle that event to sync the brand from Medusa to the third-party service. -# Write Tests for Modules - -In this chapter, you'll learn about `moduleIntegrationTestRunner` from Medusa's Testing Framework and how to use it to write integration tests for a module's main service. - -### Prerequisites - -- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) - -## moduleIntegrationTestRunner Utility - -`moduleIntegrationTestRunner` creates integration tests for a module. The integration tests run on a test Medusa application with only the specified module enabled. - -For example, assuming you have a `blog` module, create a test file at `src/modules/blog/__tests__/service.spec.ts`: - -```ts title="src/modules/blog/__tests__/service.spec.ts" -import { moduleIntegrationTestRunner } from "@medusajs/test-utils" -import { BLOG_MODULE } from ".." -import BlogModuleService from "../service" -import Post from "../models/post" - -moduleIntegrationTestRunner({ - moduleName: BLOG_MODULE, - moduleModels: [Post], - resolve: "./src/modules/blog", - testSuite: ({ service }) => { - // TODO write tests - }, -}) - -jest.setTimeout(60 * 1000) -``` - -The `moduleIntegrationTestRunner` function accepts as a parameter an object with the following properties: - -- `moduleName`: The name of the module. -- `moduleModels`: An array of models in the module. Refer to [this section](#write-tests-for-modules-without-data-models) if your module doesn't have data models. -- `resolve`: The path to the module's directory. -- `testSuite`: A function that defines the tests to run. - -The `testSuite` function accepts as a parameter an object having the `service` property, which is an instance of the module's main service. - -The type argument provided to the `moduleIntegrationTestRunner` function is used as the type of the `service` property. - -The tests in the `testSuite` function are written using [Jest](https://jestjs.io/). - -*** - -## Run Tests - -Run the following command to run your module integration tests: - -```bash npm2yarn -npm run test:integration:modules -``` - -If you don't have a `test:integration:modules` script in `package.json`, refer to the [Medusa Testing Tools chapter](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools#add-test-commands/index.html.md). - -This runs your Medusa application and runs the tests available in any `__tests__` directory under the `src/modules` directory. - -*** - -## Pass Module Options - -If your module accepts options, you can set them using the `moduleOptions` property of the `moduleIntegrationTestRunner`'s parameter. - -For example: - -```ts -import { moduleIntegrationTestRunner } from "@medusajs/test-utils" -import BlogModuleService from "../service" - -moduleIntegrationTestRunner({ - moduleOptions: { - apiKey: "123", - }, - // ... -}) -``` - -*** - -## Write Tests for Modules without Data Models - -If your module doesn't have a data model, pass a dummy model in the `moduleModels` property. - -For example: - -```ts -import { moduleIntegrationTestRunner } from "@medusajs/test-utils" -import BlogModuleService from "../service" -import { model } from "@medusajs/framework/utils" - -const DummyModel = model.define("dummy_model", { - id: model.id().primaryKey(), -}) - -moduleIntegrationTestRunner({ - moduleModels: [DummyModel], - // ... -}) - -jest.setTimeout(60 * 1000) -``` - -*** - -### Other Options and Inputs - -Refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/moduleIntegrationTestRunner/index.html.md) for other available parameter options and inputs of the `testSuite` function. - -*** - -## Database Used in Tests - -The `moduleIntegrationTestRunner` function creates a database with a random name before running the tests. Then, it drops that database after all the tests end. - -To manage that database, such as changing its name or perform operations on it in your tests, refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/moduleIntegrationTestRunner/index.html.md). - - -# Write Integration Tests - -In this chapter, you'll learn about `medusaIntegrationTestRunner` from Medusa's Testing Framework and how to use it to write integration tests. - -### Prerequisites - -- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) - -## medusaIntegrationTestRunner Utility - -The `medusaIntegrationTestRunner` is from Medusa's Testing Framework and it's used to create integration tests in your Medusa project. It runs a full Medusa application, allowing you test API routes, workflows, or other customizations. - -For example: - -```ts title="integration-tests/http/test.spec.ts" highlights={highlights} -import { medusaIntegrationTestRunner } from "@medusajs/test-utils" - -medusaIntegrationTestRunner({ - testSuite: ({ api, getContainer }) => { - // TODO write tests... - }, -}) - -jest.setTimeout(60 * 1000) -``` - -The `medusaIntegrationTestRunner` function accepts an object as a parameter. The object has a required property `testSuite`. - -`testSuite`'s value is a function that defines the tests to run. The function accepts as a parameter an object that has the following properties: - -- `api`: a set of utility methods used to send requests to the Medusa application. It has the following methods: - - `get`: Send a `GET` request to an API route. - - `post`: Send a `POST` request to an API route. - - `delete`: Send a `DELETE` request to an API route. -- `getContainer`: a function that retrieves the Medusa Container. Use the `getContainer().resolve` method to resolve resources from the Medusa Container. - -The tests in the `testSuite` function are written using [Jest](https://jestjs.io/). - -### Jest Timeout - -Since your tests connect to the database and perform actions that require more time than the typical tests, make sure to increase the timeout in your test: - -```ts title="integration-tests/http/test.spec.ts" -// in your test's file -jest.setTimeout(60 * 1000) -``` - -*** - -### Run Tests - -Run the following command to run your tests: - -```bash npm2yarn -npm run test:integration -``` - -If you don't have a `test:integration` script in `package.json`, refer to the [Medusa Testing Tools chapter](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools#add-test-commands/index.html.md). - -This runs your Medusa application and runs the tests available under the `src/integrations/http` directory. - -*** - -## Other Options and Inputs - -Refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/medusaIntegrationTestRunner/index.html.md) for other available parameter options and inputs of the `testSuite` function. - -*** - -## Database Used in Tests - -The `medusaIntegrationTestRunner` function creates a database with a random name before running the tests. Then, it drops that database after all the tests end. - -To manage that database, such as changing its name or perform operations on it in your tests, refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/medusaIntegrationTestRunner/index.html.md). - -*** - -## Example Integration Tests - -The next chapters provide examples of writing integration tests for API routes and workflows. - - # Admin Development Constraints This chapter lists some constraints of admin widgets and UI routes. @@ -7800,125 +7599,6 @@ To build admin customizations that match the Medusa Admin's designs and layouts, For more customizations related to routes, refer to the [Routing Customizations chapter](https://docs.medusajs.com/learn/fundamentals/admin/routing/index.html.md). -# Admin Widgets - -In this chapter, you’ll learn more about widgets and how to use them. - -## What is an Admin Widget? - -The Medusa Admin dashboard's pages are customizable to insert widgets of custom content in pre-defined injection zones. You create these widgets as React components that allow admin users to perform custom actions. - -For example, you can add a widget on the product details page that allow admin users to sync products to a third-party service. - -*** - -## How to Create a Widget? - -### Prerequisites - -- [Medusa application installed](https://docs.medusajs.com/learn/installation/index.html.md) - -You create a widget in a `.tsx` file under the `src/admin/widgets` directory. The file’s default export must be the widget, which is the React component that renders the custom content. The file must also export the widget’s configurations indicating where to insert the widget. - -For example, create the file `src/admin/widgets/product-widget.tsx` with the following content: - -![Example of widget file in the application's directory structure](https://res.cloudinary.com/dza7lstvk/image/upload/v1732867137/Medusa%20Book/widget-dir-overview_dqsbct.jpg) - -```tsx title="src/admin/widgets/product-widget.tsx" highlights={widgetHighlights} -import { defineWidgetConfig } from "@medusajs/admin-sdk" -import { Container, Heading } from "@medusajs/ui" - -// The widget -const ProductWidget = () => { - return ( - -
- Product Widget -
-
- ) -} - -// The widget's configurations -export const config = defineWidgetConfig({ - zone: "product.details.before", -}) - -export default ProductWidget -``` - -You export the `ProductWidget` component, which shows the heading `Product Widget`. In the widget, you use [Medusa UI](https://docs.medusajs.com/ui/index.html.md), a package that Medusa maintains to allow you to customize the dashboard with the same components used to build it. - -To export the widget's configurations, you use `defineWidgetConfig` from the Admin Extension SDK. It accepts as a parameter an object with the `zone` property, whose value is a string or an array of strings, each being the name of the zone to inject the widget into. - -In the example above, the widget is injected at the top of a product’s details. - -The widget component must be created as an arrow function. - -### Test the Widget - -To test out the widget, start the Medusa application: - -```bash npm2yarn -npm run dev -``` - -Then, open a product’s details page. You’ll find your custom widget at the top of the page. - -*** - -## Props Passed in Detail Pages - -Widgets that are injected into a details page receive a `data` prop, which is the main data of the details page. - -For example, a widget injected into the `product.details.before` zone receives the product's details in the `data` prop: - -```tsx title="src/admin/widgets/product-widget.tsx" highlights={detailHighlights} -import { defineWidgetConfig } from "@medusajs/admin-sdk" -import { Container, Heading } from "@medusajs/ui" -import { - DetailWidgetProps, - AdminProduct, -} from "@medusajs/framework/types" - -// The widget -const ProductWidget = ({ - data, -}: DetailWidgetProps) => { - return ( - -
- - Product Widget {data.title} - -
-
- ) -} - -// The widget's configurations -export const config = defineWidgetConfig({ - zone: "product.details.before", -}) - -export default ProductWidget -``` - -The props type is `DetailWidgetProps`, and it accepts as a type argument the expected type of `data`. For the product details page, it's `AdminProduct`. - -*** - -## Injection Zone - -Refer to [this reference](https://docs.medusajs.com/resources/admin-widget-injection-zones/index.html.md) for the full list of injection zones and their props. - -*** - -## Admin Components List - -To build admin customizations that match the Medusa Admin's designs and layouts, refer to [this guide](https://docs.medusajs.com/resources/admin-components/index.html.md) to find common components. - - # Pass Additional Data to Medusa's API Route In this chapter, you'll learn how to pass additional data in requests to Medusa's API Route. @@ -8118,6 +7798,125 @@ createProductsWorkflow.hooks.productsCreated( This updates the products to their original state before adding the brand to their `metadata` property. +# Admin Widgets + +In this chapter, you’ll learn more about widgets and how to use them. + +## What is an Admin Widget? + +The Medusa Admin dashboard's pages are customizable to insert widgets of custom content in pre-defined injection zones. You create these widgets as React components that allow admin users to perform custom actions. + +For example, you can add a widget on the product details page that allow admin users to sync products to a third-party service. + +*** + +## How to Create a Widget? + +### Prerequisites + +- [Medusa application installed](https://docs.medusajs.com/learn/installation/index.html.md) + +You create a widget in a `.tsx` file under the `src/admin/widgets` directory. The file’s default export must be the widget, which is the React component that renders the custom content. The file must also export the widget’s configurations indicating where to insert the widget. + +For example, create the file `src/admin/widgets/product-widget.tsx` with the following content: + +![Example of widget file in the application's directory structure](https://res.cloudinary.com/dza7lstvk/image/upload/v1732867137/Medusa%20Book/widget-dir-overview_dqsbct.jpg) + +```tsx title="src/admin/widgets/product-widget.tsx" highlights={widgetHighlights} +import { defineWidgetConfig } from "@medusajs/admin-sdk" +import { Container, Heading } from "@medusajs/ui" + +// The widget +const ProductWidget = () => { + return ( + +
+ Product Widget +
+
+ ) +} + +// The widget's configurations +export const config = defineWidgetConfig({ + zone: "product.details.before", +}) + +export default ProductWidget +``` + +You export the `ProductWidget` component, which shows the heading `Product Widget`. In the widget, you use [Medusa UI](https://docs.medusajs.com/ui/index.html.md), a package that Medusa maintains to allow you to customize the dashboard with the same components used to build it. + +To export the widget's configurations, you use `defineWidgetConfig` from the Admin Extension SDK. It accepts as a parameter an object with the `zone` property, whose value is a string or an array of strings, each being the name of the zone to inject the widget into. + +In the example above, the widget is injected at the top of a product’s details. + +The widget component must be created as an arrow function. + +### Test the Widget + +To test out the widget, start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +Then, open a product’s details page. You’ll find your custom widget at the top of the page. + +*** + +## Props Passed in Detail Pages + +Widgets that are injected into a details page receive a `data` prop, which is the main data of the details page. + +For example, a widget injected into the `product.details.before` zone receives the product's details in the `data` prop: + +```tsx title="src/admin/widgets/product-widget.tsx" highlights={detailHighlights} +import { defineWidgetConfig } from "@medusajs/admin-sdk" +import { Container, Heading } from "@medusajs/ui" +import { + DetailWidgetProps, + AdminProduct, +} from "@medusajs/framework/types" + +// The widget +const ProductWidget = ({ + data, +}: DetailWidgetProps) => { + return ( + +
+ + Product Widget {data.title} + +
+
+ ) +} + +// The widget's configurations +export const config = defineWidgetConfig({ + zone: "product.details.before", +}) + +export default ProductWidget +``` + +The props type is `DetailWidgetProps`, and it accepts as a type argument the expected type of `data`. For the product details page, it's `AdminProduct`. + +*** + +## Injection Zone + +Refer to [this reference](https://docs.medusajs.com/resources/admin-widget-injection-zones/index.html.md) for the full list of injection zones and their props. + +*** + +## Admin Components List + +To build admin customizations that match the Medusa Admin's designs and layouts, refer to [this guide](https://docs.medusajs.com/resources/admin-components/index.html.md) to find common components. + + # Seed Data with Custom CLI Script In this chapter, you'll learn how to seed data using a custom CLI script. @@ -8306,113 +8105,6 @@ npx medusa exec ./src/scripts/demo-products.ts This seeds the products to your database. If you run your Medusa application and view the products in the dashboard, you'll find fifty new products. -# Throwing and Handling Errors - -In this guide, you'll learn how to throw errors in your Medusa application, how it affects an API route's response, and how to change the default error handler of your Medusa application. - -## Throw MedusaError - -When throwing an error in your API routes, middlewares, workflows, or any customization, throw a `MedusaError` from the Medusa Framework. - -The Medusa application's API route error handler then wraps your thrown error in a uniform object and returns it in the response. - -For example: - -```ts -import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" -import { MedusaError } from "@medusajs/framework/utils" - -export const GET = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - if (!req.query.q) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "The `q` query parameter is required." - ) - } - - // ... -} -``` - -The `MedusaError` class accepts in its constructor two parameters: - -1. The first is the error's type. `MedusaError` has a static property `Types` that you can use. `Types` is an enum whose possible values are explained in the next section. -2. The second is the message to show in the error response. - -### Error Object in Response - -The error object returned in the response has two properties: - -- `type`: The error's type. -- `message`: The error message, if available. -- `code`: A common snake-case code. Its values can be: - - `invalid_request_error` for the `DUPLICATE_ERROR` type. - - `api_error`: for the `DB_ERROR` type. - - `invalid_state_error` for `CONFLICT` error type. - - `unknown_error` for any unidentified error type. - - For other error types, this property won't be available unless you provide a code as a third parameter to the `MedusaError` constructor. - -### MedusaError Types - -|Type|Description|Status Code| -|---|---|---|---|---| -|\`DB\_ERROR\`|Indicates a database error.|\`500\`| -|\`DUPLICATE\_ERROR\`|Indicates a duplicate of a record already exists. For example, when trying to create a customer whose email is registered by another customer.|\`422\`| -|\`INVALID\_ARGUMENT\`|Indicates an error that occurred due to incorrect arguments or other unexpected state.|\`500\`| -|\`INVALID\_DATA\`|Indicates a validation error.|\`400\`| -|\`UNAUTHORIZED\`|Indicates that a user is not authorized to perform an action or access a route.|\`401\`| -|\`NOT\_FOUND\`|Indicates that the requested resource, such as a route or a record, isn't found.|\`404\`| -|\`NOT\_ALLOWED\`|Indicates that an operation isn't allowed.|\`400\`| -|\`CONFLICT\`|Indicates that a request conflicts with another previous or ongoing request. The error message in this case is ignored for a default message.|\`409\`| -|\`PAYMENT\_AUTHORIZATION\_ERROR\`|Indicates an error has occurred while authorizing a payment.|\`422\`| -|Other error types|Any other error type results in an |\`500\`| - -*** - -## Override Error Handler - -The `defineMiddlewares` function used to apply middlewares on routes accepts an `errorHandler` in its object parameter. Use it to override the default error handler for API routes. - -This error handler will also be used for errors thrown in Medusa's API routes and resources. - -For example, create `src/api/middlewares.ts` with the following: - -```ts title="src/api/middlewares.ts" collapsibleLines="1-8" expandMoreLabel="Show Imports" -import { - defineMiddlewares, - MedusaNextFunction, - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import { MedusaError } from "@medusajs/framework/utils" - -export default defineMiddlewares({ - errorHandler: ( - error: MedusaError | any, - req: MedusaRequest, - res: MedusaResponse, - next: MedusaNextFunction - ) => { - res.status(400).json({ - error: "Something happened.", - }) - }, -}) -``` - -The `errorHandler` property's value is a function that accepts four parameters: - -1. The error thrown. Its type can be `MedusaError` or any other thrown error type. -2. A request object of type `MedusaRequest`. -3. A response object of type `MedusaResponse`. -4. A function of type MedusaNextFunction that executes the next middleware in the stack. - -This example overrides Medusa's default error handler with a handler that always returns a `400` status code with the same message. - - # Handling CORS in API Routes In this chapter, you’ll learn about the CORS middleware and how to configure it for custom API routes. @@ -8873,6 +8565,113 @@ A middleware can not override an existing middleware. Instead, middlewares are a For example, if you define a custom validation middleware, such as `validateAndTransformBody`, on an existing route, then both the original and the custom validation middleware will run. +# Throwing and Handling Errors + +In this guide, you'll learn how to throw errors in your Medusa application, how it affects an API route's response, and how to change the default error handler of your Medusa application. + +## Throw MedusaError + +When throwing an error in your API routes, middlewares, workflows, or any customization, throw a `MedusaError` from the Medusa Framework. + +The Medusa application's API route error handler then wraps your thrown error in a uniform object and returns it in the response. + +For example: + +```ts +import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" +import { MedusaError } from "@medusajs/framework/utils" + +export const GET = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + if (!req.query.q) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "The `q` query parameter is required." + ) + } + + // ... +} +``` + +The `MedusaError` class accepts in its constructor two parameters: + +1. The first is the error's type. `MedusaError` has a static property `Types` that you can use. `Types` is an enum whose possible values are explained in the next section. +2. The second is the message to show in the error response. + +### Error Object in Response + +The error object returned in the response has two properties: + +- `type`: The error's type. +- `message`: The error message, if available. +- `code`: A common snake-case code. Its values can be: + - `invalid_request_error` for the `DUPLICATE_ERROR` type. + - `api_error`: for the `DB_ERROR` type. + - `invalid_state_error` for `CONFLICT` error type. + - `unknown_error` for any unidentified error type. + - For other error types, this property won't be available unless you provide a code as a third parameter to the `MedusaError` constructor. + +### MedusaError Types + +|Type|Description|Status Code| +|---|---|---|---|---| +|\`DB\_ERROR\`|Indicates a database error.|\`500\`| +|\`DUPLICATE\_ERROR\`|Indicates a duplicate of a record already exists. For example, when trying to create a customer whose email is registered by another customer.|\`422\`| +|\`INVALID\_ARGUMENT\`|Indicates an error that occurred due to incorrect arguments or other unexpected state.|\`500\`| +|\`INVALID\_DATA\`|Indicates a validation error.|\`400\`| +|\`UNAUTHORIZED\`|Indicates that a user is not authorized to perform an action or access a route.|\`401\`| +|\`NOT\_FOUND\`|Indicates that the requested resource, such as a route or a record, isn't found.|\`404\`| +|\`NOT\_ALLOWED\`|Indicates that an operation isn't allowed.|\`400\`| +|\`CONFLICT\`|Indicates that a request conflicts with another previous or ongoing request. The error message in this case is ignored for a default message.|\`409\`| +|\`PAYMENT\_AUTHORIZATION\_ERROR\`|Indicates an error has occurred while authorizing a payment.|\`422\`| +|Other error types|Any other error type results in an |\`500\`| + +*** + +## Override Error Handler + +The `defineMiddlewares` function used to apply middlewares on routes accepts an `errorHandler` in its object parameter. Use it to override the default error handler for API routes. + +This error handler will also be used for errors thrown in Medusa's API routes and resources. + +For example, create `src/api/middlewares.ts` with the following: + +```ts title="src/api/middlewares.ts" collapsibleLines="1-8" expandMoreLabel="Show Imports" +import { + defineMiddlewares, + MedusaNextFunction, + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import { MedusaError } from "@medusajs/framework/utils" + +export default defineMiddlewares({ + errorHandler: ( + error: MedusaError | any, + req: MedusaRequest, + res: MedusaResponse, + next: MedusaNextFunction + ) => { + res.status(400).json({ + error: "Something happened.", + }) + }, +}) +``` + +The `errorHandler` property's value is a function that accepts four parameters: + +1. The error thrown. Its type can be `MedusaError` or any other thrown error type. +2. A request object of type `MedusaRequest`. +3. A response object of type `MedusaResponse`. +4. A function of type MedusaNextFunction that executes the next middleware in the stack. + +This example overrides Medusa's default error handler with a handler that always returns a `400` status code with the same message. + + # HTTP Methods In this chapter, you'll learn about how to add new API routes for each HTTP method. @@ -8916,6 +8715,151 @@ This adds two API Routes: - A `POST` route at `http://localhost:9000/hello-world`. +# API Route Parameters + +In this chapter, you’ll learn about path, query, and request body parameters. + +## Path Parameters + +To create an API route that accepts a path parameter, create a directory within the route file's path whose name is of the format `[param]`. + +For example, to create an API Route at the path `/hello-world/:id`, where `:id` is a path parameter, create the file `src/api/hello-world/[id]/route.ts` with the following content: + +```ts title="src/api/hello-world/[id]/route.ts" highlights={singlePathHighlights} +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" + +export const GET = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + res.json({ + message: `[GET] Hello ${req.params.id}!`, + }) +} +``` + +The `MedusaRequest` object has a `params` property. `params` holds the path parameters in key-value pairs. + +### Multiple Path Parameters + +To create an API route that accepts multiple path parameters, create within the file's path multiple directories whose names are of the format `[param]`. + +For example, to create an API route at `/hello-world/:id/name/:name`, create the file `src/api/hello-world/[id]/name/[name]/route.ts` with the following content: + +```ts title="src/api/hello-world/[id]/name/[name]/route.ts" highlights={multiplePathHighlights} +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" + +export const GET = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + res.json({ + message: `[GET] Hello ${ + req.params.id + } - ${req.params.name}!`, + }) +} +``` + +You access the `id` and `name` path parameters using the `req.params` property. + +*** + +## Query Parameters + +You can access all query parameters in the `query` property of the `MedusaRequest` object. `query` is an object of key-value pairs, where the key is a query parameter's name, and the value is its value. + +For example: + +```ts title="src/api/hello-world/route.ts" highlights={queryHighlights} +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" + +export const GET = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + res.json({ + message: `Hello ${req.query.name}`, + }) +} +``` + +The value of `req.query.name` is the value passed in `?name=John`, for example. + +### Validate Query Parameters + +You can apply validation rules on received query parameters to ensure they match specified rules and types. + +Learn more in [this documentation](https://docs.medusajs.com/learn/fundamentals/api-routes/validation#how-to-validate-request-query-paramters/index.html.md). + +*** + +## Request Body Parameters + +The Medusa application parses the body of any request having a JSON, URL-encoded, or text request content types. The request body parameters are set in the `MedusaRequest`'s `body` property. + +Learn more about configuring body parsing in [this guide](https://docs.medusajs.com/learn/fundamentals/api-routes/parse-body/index.html.md). + +For example: + +```ts title="src/api/hello-world/route.ts" highlights={bodyHighlights} +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" + +type HelloWorldReq = { + name: string +} + +export const POST = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + res.json({ + message: `[POST] Hello ${req.body.name}!`, + }) +} +``` + +In this example, you use the `name` request body parameter to create the message in the returned response. + +The `MedusaRequest` type accepts a type argument that indicates the type of the request body. This is useful for auto-completion and to avoid typing errors. + +To test it out, send the following request to your Medusa application: + +```bash +curl -X POST 'http://localhost:9000/hello-world' \ +-H 'Content-Type: application/json' \ +--data-raw '{ + "name": "John" +}' +``` + +This returns the following JSON object: + +```json +{ + "message": "[POST] Hello John!" +} +``` + +### Validate Body Parameters + +You can apply validation rules on received body parameters to ensure they match specified rules and types. + +Learn more in [this documentation](https://docs.medusajs.com/learn/fundamentals/api-routes/validation#how-to-validate-request-body/index.html.md). + + # Configure Request Body Parser In this chapter, you'll learn how to configure the request body parser for your API routes. @@ -9087,151 +9031,6 @@ export async function POST( Check out the [uploadFilesWorkflow reference](https://docs.medusajs.com/resources/references/medusa-workflows/uploadFilesWorkflow/index.html.md) for details on the expected input and output of the workflow. -# API Route Parameters - -In this chapter, you’ll learn about path, query, and request body parameters. - -## Path Parameters - -To create an API route that accepts a path parameter, create a directory within the route file's path whose name is of the format `[param]`. - -For example, to create an API Route at the path `/hello-world/:id`, where `:id` is a path parameter, create the file `src/api/hello-world/[id]/route.ts` with the following content: - -```ts title="src/api/hello-world/[id]/route.ts" highlights={singlePathHighlights} -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" - -export const GET = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - res.json({ - message: `[GET] Hello ${req.params.id}!`, - }) -} -``` - -The `MedusaRequest` object has a `params` property. `params` holds the path parameters in key-value pairs. - -### Multiple Path Parameters - -To create an API route that accepts multiple path parameters, create within the file's path multiple directories whose names are of the format `[param]`. - -For example, to create an API route at `/hello-world/:id/name/:name`, create the file `src/api/hello-world/[id]/name/[name]/route.ts` with the following content: - -```ts title="src/api/hello-world/[id]/name/[name]/route.ts" highlights={multiplePathHighlights} -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" - -export const GET = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - res.json({ - message: `[GET] Hello ${ - req.params.id - } - ${req.params.name}!`, - }) -} -``` - -You access the `id` and `name` path parameters using the `req.params` property. - -*** - -## Query Parameters - -You can access all query parameters in the `query` property of the `MedusaRequest` object. `query` is an object of key-value pairs, where the key is a query parameter's name, and the value is its value. - -For example: - -```ts title="src/api/hello-world/route.ts" highlights={queryHighlights} -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" - -export const GET = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - res.json({ - message: `Hello ${req.query.name}`, - }) -} -``` - -The value of `req.query.name` is the value passed in `?name=John`, for example. - -### Validate Query Parameters - -You can apply validation rules on received query parameters to ensure they match specified rules and types. - -Learn more in [this documentation](https://docs.medusajs.com/learn/fundamentals/api-routes/validation#how-to-validate-request-query-paramters/index.html.md). - -*** - -## Request Body Parameters - -The Medusa application parses the body of any request having a JSON, URL-encoded, or text request content types. The request body parameters are set in the `MedusaRequest`'s `body` property. - -Learn more about configuring body parsing in [this guide](https://docs.medusajs.com/learn/fundamentals/api-routes/parse-body/index.html.md). - -For example: - -```ts title="src/api/hello-world/route.ts" highlights={bodyHighlights} -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" - -type HelloWorldReq = { - name: string -} - -export const POST = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - res.json({ - message: `[POST] Hello ${req.body.name}!`, - }) -} -``` - -In this example, you use the `name` request body parameter to create the message in the returned response. - -The `MedusaRequest` type accepts a type argument that indicates the type of the request body. This is useful for auto-completion and to avoid typing errors. - -To test it out, send the following request to your Medusa application: - -```bash -curl -X POST 'http://localhost:9000/hello-world' \ --H 'Content-Type: application/json' \ ---data-raw '{ - "name": "John" -}' -``` - -This returns the following JSON object: - -```json -{ - "message": "[POST] Hello John!" -} -``` - -### Validate Body Parameters - -You can apply validation rules on received body parameters to ensure they match specified rules and types. - -Learn more in [this documentation](https://docs.medusajs.com/learn/fundamentals/api-routes/validation#how-to-validate-request-body/index.html.md). - - # Protected Routes In this chapter, you’ll learn how to create protected routes. @@ -9536,78 +9335,6 @@ This API route opens a stream by setting the `Content-Type` in the header to `te The `MedusaResponse` type is based on [Express's Response](https://expressjs.com/en/api.html#res). Refer to their API reference for other uses of responses. -# Add Data Model Check Constraints - -In this chapter, you'll learn how to add check constraints to your data model. - -## What is a Check Constraint? - -A check constraint is a condition that must be satisfied by records inserted into a database table, otherwise an error is thrown. - -For example, if you have a data model with a `price` property, you want to only allow positive number values. So, you add a check constraint that fails when inserting a record with a negative price value. - -*** - -## How to Set a Check Constraint? - -To set check constraints on a data model, use the `checks` method. This method accepts an array of check constraints to apply on the data model. - -For example, to set a check constraint on a `price` property that ensures its value can only be a positive number: - -```ts highlights={checks1Highlights} -import { model } from "@medusajs/framework/utils" - -const CustomProduct = model.define("custom_product", { - // ... - price: model.bigNumber(), -}) -.checks([ - (columns) => `${columns.price} >= 0`, -]) -``` - -The item passed in the array parameter of `checks` can be a callback function that accepts as a parameter an object whose keys are the names of the properties in the data model schema, and values the respective column name in the database. - -The function returns a string indicating the [SQL check constraint expression](https://www.postgresql.org/docs/current/ddl-constraints.html#DDL-CONSTRAINTS-CHECK-CONSTRAINTS). In the expression, use the `columns` parameter to access a property's column name. - -You can also pass an object to the `checks` method: - -```ts highlights={checks2Highlights} -import { model } from "@medusajs/framework/utils" - -const CustomProduct = model.define("custom_product", { - // ... - price: model.bigNumber(), -}) -.checks([ - { - name: "custom_product_price_check", - expression: (columns) => `${columns.price} >= 0`, - }, -]) -``` - -The object accepts the following properties: - -- `name`: The check constraint's name. -- `expression`: A function similar to the one that can be passed to the array. It accepts an object of columns and returns an [SQL check constraint expression](https://www.postgresql.org/docs/current/ddl-constraints.html#DDL-CONSTRAINTS-CHECK-CONSTRAINTS). - -*** - -## Apply in Migrations - -After adding the check constraint, make sure to generate and run migrations if you already have the table in the database. Otherwise, the check constraint won't be reflected. - -To generate a migration for the data model's module then reflect it on the database, run the following command: - -```bash -npx medusa db:generate custom_module -npx medusa db:migrate -``` - -The first command generates the migration under the `migrations` directory of your module's directory, and the second reflects it on the database. - - # Request Body and Query Parameter Validation In this chapter, you'll learn how to validate request body and query parameters in your custom API route. @@ -9857,6 +9584,78 @@ For example, if you omit the `a` parameter, you'll receive a `400` response code To see different examples and learn more about creating a validation schema, refer to [Zod's documentation](https://zod.dev). +# Add Data Model Check Constraints + +In this chapter, you'll learn how to add check constraints to your data model. + +## What is a Check Constraint? + +A check constraint is a condition that must be satisfied by records inserted into a database table, otherwise an error is thrown. + +For example, if you have a data model with a `price` property, you want to only allow positive number values. So, you add a check constraint that fails when inserting a record with a negative price value. + +*** + +## How to Set a Check Constraint? + +To set check constraints on a data model, use the `checks` method. This method accepts an array of check constraints to apply on the data model. + +For example, to set a check constraint on a `price` property that ensures its value can only be a positive number: + +```ts highlights={checks1Highlights} +import { model } from "@medusajs/framework/utils" + +const CustomProduct = model.define("custom_product", { + // ... + price: model.bigNumber(), +}) +.checks([ + (columns) => `${columns.price} >= 0`, +]) +``` + +The item passed in the array parameter of `checks` can be a callback function that accepts as a parameter an object whose keys are the names of the properties in the data model schema, and values the respective column name in the database. + +The function returns a string indicating the [SQL check constraint expression](https://www.postgresql.org/docs/current/ddl-constraints.html#DDL-CONSTRAINTS-CHECK-CONSTRAINTS). In the expression, use the `columns` parameter to access a property's column name. + +You can also pass an object to the `checks` method: + +```ts highlights={checks2Highlights} +import { model } from "@medusajs/framework/utils" + +const CustomProduct = model.define("custom_product", { + // ... + price: model.bigNumber(), +}) +.checks([ + { + name: "custom_product_price_check", + expression: (columns) => `${columns.price} >= 0`, + }, +]) +``` + +The object accepts the following properties: + +- `name`: The check constraint's name. +- `expression`: A function similar to the one that can be passed to the array. It accepts an object of columns and returns an [SQL check constraint expression](https://www.postgresql.org/docs/current/ddl-constraints.html#DDL-CONSTRAINTS-CHECK-CONSTRAINTS). + +*** + +## Apply in Migrations + +After adding the check constraint, make sure to generate and run migrations if you already have the table in the database. Otherwise, the check constraint won't be reflected. + +To generate a migration for the data model's module then reflect it on the database, run the following command: + +```bash +npx medusa db:generate custom_module +npx medusa db:migrate +``` + +The first command generates the migration under the `migrations` directory of your module's directory, and the second reflects it on the database. + + # Data Model Database Index In this chapter, you’ll learn how to define a database index on a data model. @@ -10009,6 +9808,224 @@ class BlogModuleService extends MedusaService({ Post }) { ``` +# Manage Relationships + +In this chapter, you'll learn how to manage relationships between data models when creating, updating, or retrieving records using the module's main service. + +## Manage One-to-One Relationship + +### BelongsTo Side of One-to-One + +When you create a record of a data model that belongs to another through a one-to-one relation, pass the ID of the other data model's record in the `{relation}_id` property, where `{relation}` is the name of the relation property. + +For example, assuming you have the [User and Email data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#one-to-one-relationship/index.html.md), set an email's user ID as follows: + +```ts highlights={belongsHighlights} +// when creating an email +const email = await helloModuleService.createEmails({ + // other properties... + user_id: "123", +}) + +// when updating an email +const email = await helloModuleService.updateEmails({ + id: "321", + // other properties... + user_id: "123", +}) +``` + +In the example above, you pass the `user_id` property when creating or updating an email to specify the user it belongs to. + +### HasOne Side + +When you create a record of a data model that has one of another, pass the ID of the other data model's record in the relation property. + +For example, assuming you have the [User and Email data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#one-to-one-relationship/index.html.md), set a user's email ID as follows: + +```ts highlights={hasOneHighlights} +// when creating a user +const user = await helloModuleService.createUsers({ + // other properties... + email: "123", +}) + +// when updating a user +const user = await helloModuleService.updateUsers({ + id: "321", + // other properties... + email: "123", +}) +``` + +In the example above, you pass the `email` property when creating or updating a user to specify the email it has. + +*** + +## Manage One-to-Many Relationship + +In a one-to-many relationship, you can only manage the associations from the `belongsTo` side. + +When you create a record of the data model on the `belongsTo` side, pass the ID of the other data model's record in the `{relation}_id` property, where `{relation}` is the name of the relation property. + +For example, assuming you have the [Product and Store data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#one-to-many-relationship/index.html.md), set a product's store ID as follows: + +```ts highlights={manyBelongsHighlights} +// when creating a product +const product = await helloModuleService.createProducts({ + // other properties... + store_id: "123", +}) + +// when updating a product +const product = await helloModuleService.updateProducts({ + id: "321", + // other properties... + store_id: "123", +}) +``` + +In the example above, you pass the `store_id` property when creating or updating a product to specify the store it belongs to. + +*** + +## Manage Many-to-Many Relationship + +If your many-to-many relation is represented with a [pivotEntity](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-with-custom-columns/index.html.md), refer to [this section](#manage-many-to-many-relationship-with-pivotentity) instead. + +### Create Associations + +When you create a record of a data model that has a many-to-many relationship to another data model, pass an array of IDs of the other data model's records in the relation property. + +For example, assuming you have the [Order and Product data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-relationship/index.html.md), set the association between products and orders as follows: + +```ts highlights={manyHighlights} +// when creating a product +const product = await helloModuleService.createProducts({ + // other properties... + orders: ["123", "321"], +}) + +// when creating an order +const order = await helloModuleService.createOrders({ + id: "321", + // other properties... + products: ["123", "321"], +}) +``` + +In the example above, you pass the `orders` property when you create a product, and you pass the `products` property when you create an order. + +### Update Associations + +When you use the `update` methods generated by the service factory, you also pass an array of IDs as the relation property's value to add new associated records. + +However, this removes any existing associations to records whose IDs aren't included in the array. + +For example, assuming you have the [Order and Product data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-relationship/index.html.md), you update the product's related orders as so: + +```ts +const product = await helloModuleService.updateProducts({ + id: "123", + // other properties... + orders: ["321"], +}) +``` + +If the product was associated with an order, and you don't include that order's ID in the `orders` array, the association between the product and order is removed. + +So, to add a new association without removing existing ones, retrieve the product first to pass its associated orders when updating the product: + +```ts highlights={updateAssociationHighlights} +const product = await helloModuleService.retrieveProduct( + "123", + { + relations: ["orders"], + } +) + +const updatedProduct = await helloModuleService.updateProducts({ + id: product.id, + // other properties... + orders: [ + ...product.orders.map((order) => order.id), + "321", + ], +}) +``` + +This keeps existing associations between the product and orders, and adds a new one. + +*** + +## Manage Many-to-Many Relationship with pivotEntity + +If your many-to-many relation is represented without a [pivotEntity](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-with-custom-columns/index.html.md), refer to [this section](#manage-many-to-many-relationship) instead. + +If you have a many-to-many relation with a `pivotEntity` specified, make sure to pass the data model representing the pivot table to [MedusaService](https://docs.medusajs.com/learn/fundamentals/modules/service-factory/index.html.md) that your module's service extends. + +For example, assuming you have the [Order, Product, and OrderProduct models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-with-custom-columns/index.html.md), add `OrderProduct` to `MedusaService`'s object parameter: + +```ts highlights={["4"]} +class BlogModuleService extends MedusaService({ + Order, + Product, + OrderProduct, +}) {} +``` + +This will generate Create, Read, Update and Delete (CRUD) methods for the `OrderProduct` data model, which you can use to create relations between orders and products and manage the extra columns in the pivot table. + +For example: + +```ts +// create order-product association +const orderProduct = await blogModuleService.createOrderProducts({ + order_id: "123", + product_id: "123", + metadata: { + test: true, + }, +}) + +// update order-product association +const orderProduct = await blogModuleService.updateOrderProducts({ + id: "123", + metadata: { + test: false, + }, +}) + +// delete order-product association +await blogModuleService.deleteOrderProducts("123") +``` + +Since the `OrderProduct` data model belongs to the `Order` and `Product` data models, you can set its order and product as explained in the [one-to-many relationship section](#manage-one-to-many-relationship) using `order_id` and `product_id`. + +Refer to the [service factory reference](https://docs.medusajs.com/resources/service-factory-reference/index.html.md) for a full list of generated methods and their usages. + +*** + +## Retrieve Records of Relation + +The `list`, `listAndCount`, and `retrieve` methods of a module's main service accept as a second parameter an object of options. + +To retrieve the records associated with a data model's records through a relationship, pass in the second parameter object a `relations` property whose value is an array of relationship names. + +For example, assuming you have the [Order and Product data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-relationship/index.html.md), you retrieve a product's orders as follows: + +```ts highlights={retrieveHighlights} +const product = await blogModuleService.retrieveProducts( + "123", + { + relations: ["orders"], + } +) +``` + +In the example above, the retrieved product has an `orders` property, whose value is an array of orders associated with the product. + + # Data Model Properties In this chapter, you'll learn about the different property types you can use in a data model and how to configure a data model's properties. @@ -10361,222 +10378,102 @@ const posts = await blogModuleService.listPosts({ This retrieves records that include `New Products` in their `title` property. -# Manage Relationships +# Migrations -In this chapter, you'll learn how to manage relationships between data models when creating, updating, or retrieving records using the module's main service. +In this chapter, you'll learn what a migration is and how to generate a migration or write it manually. -## Manage One-to-One Relationship +## What is a Migration? -### BelongsTo Side of One-to-One +A migration is a TypeScript or JavaScript file that defines database changes made by a module. Migrations are useful when you re-use a module or you're working in a team, so that when one member of a team makes a database change, everyone else can reflect it on their side by running the migrations. -When you create a record of a data model that belongs to another through a one-to-one relation, pass the ID of the other data model's record in the `{relation}_id` property, where `{relation}` is the name of the relation property. +The migration's file has a class with two methods: -For example, assuming you have the [User and Email data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#one-to-one-relationship/index.html.md), set an email's user ID as follows: - -```ts highlights={belongsHighlights} -// when creating an email -const email = await helloModuleService.createEmails({ - // other properties... - user_id: "123", -}) - -// when updating an email -const email = await helloModuleService.updateEmails({ - id: "321", - // other properties... - user_id: "123", -}) -``` - -In the example above, you pass the `user_id` property when creating or updating an email to specify the user it belongs to. - -### HasOne Side - -When you create a record of a data model that has one of another, pass the ID of the other data model's record in the relation property. - -For example, assuming you have the [User and Email data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#one-to-one-relationship/index.html.md), set a user's email ID as follows: - -```ts highlights={hasOneHighlights} -// when creating a user -const user = await helloModuleService.createUsers({ - // other properties... - email: "123", -}) - -// when updating a user -const user = await helloModuleService.updateUsers({ - id: "321", - // other properties... - email: "123", -}) -``` - -In the example above, you pass the `email` property when creating or updating a user to specify the email it has. +- The `up` method reflects changes on the database. +- The `down` method reverts the changes made in the `up` method. *** -## Manage One-to-Many Relationship +## Generate Migration -In a one-to-many relationship, you can only manage the associations from the `belongsTo` side. +Instead of you writing the migration manually, the Medusa CLI tool provides a [db:generate](https://docs.medusajs.com/resources/medusa-cli/commands/db#dbgenerate/index.html.md) command to generate a migration for a modules' data models. -When you create a record of the data model on the `belongsTo` side, pass the ID of the other data model's record in the `{relation}_id` property, where `{relation}` is the name of the relation property. +For example, assuming you have a `blog` Module, you can generate a migration for it by running the following command: -For example, assuming you have the [Product and Store data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#one-to-many-relationship/index.html.md), set a product's store ID as follows: - -```ts highlights={manyBelongsHighlights} -// when creating a product -const product = await helloModuleService.createProducts({ - // other properties... - store_id: "123", -}) - -// when updating a product -const product = await helloModuleService.updateProducts({ - id: "321", - // other properties... - store_id: "123", -}) +```bash +npx medusa db:generate blog ``` -In the example above, you pass the `store_id` property when creating or updating a product to specify the store it belongs to. +This generates a migration file under the `migrations` directory of the Blog Module. You can then run it to reflect the changes in the database as mentioned in [this section](#run-the-migration). *** -## Manage Many-to-Many Relationship +## Write a Migration Manually -If your many-to-many relation is represented with a [pivotEntity](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-with-custom-columns/index.html.md), refer to [this section](#manage-many-to-many-relationship-with-pivotentity) instead. - -### Create Associations - -When you create a record of a data model that has a many-to-many relationship to another data model, pass an array of IDs of the other data model's records in the relation property. - -For example, assuming you have the [Order and Product data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-relationship/index.html.md), set the association between products and orders as follows: - -```ts highlights={manyHighlights} -// when creating a product -const product = await helloModuleService.createProducts({ - // other properties... - orders: ["123", "321"], -}) - -// when creating an order -const order = await helloModuleService.createOrders({ - id: "321", - // other properties... - products: ["123", "321"], -}) -``` - -In the example above, you pass the `orders` property when you create a product, and you pass the `products` property when you create an order. - -### Update Associations - -When you use the `update` methods generated by the service factory, you also pass an array of IDs as the relation property's value to add new associated records. - -However, this removes any existing associations to records whose IDs aren't included in the array. - -For example, assuming you have the [Order and Product data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-relationship/index.html.md), you update the product's related orders as so: - -```ts -const product = await helloModuleService.updateProducts({ - id: "123", - // other properties... - orders: ["321"], -}) -``` - -If the product was associated with an order, and you don't include that order's ID in the `orders` array, the association between the product and order is removed. - -So, to add a new association without removing existing ones, retrieve the product first to pass its associated orders when updating the product: - -```ts highlights={updateAssociationHighlights} -const product = await helloModuleService.retrieveProduct( - "123", - { - relations: ["orders"], - } -) - -const updatedProduct = await helloModuleService.updateProducts({ - id: product.id, - // other properties... - orders: [ - ...product.orders.map((order) => order.id), - "321", - ], -}) -``` - -This keeps existing associations between the product and orders, and adds a new one. - -*** - -## Manage Many-to-Many Relationship with pivotEntity - -If your many-to-many relation is represented without a [pivotEntity](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-with-custom-columns/index.html.md), refer to [this section](#manage-many-to-many-relationship) instead. - -If you have a many-to-many relation with a `pivotEntity` specified, make sure to pass the data model representing the pivot table to [MedusaService](https://docs.medusajs.com/learn/fundamentals/modules/service-factory/index.html.md) that your module's service extends. - -For example, assuming you have the [Order, Product, and OrderProduct models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-with-custom-columns/index.html.md), add `OrderProduct` to `MedusaService`'s object parameter: - -```ts highlights={["4"]} -class BlogModuleService extends MedusaService({ - Order, - Product, - OrderProduct, -}) {} -``` - -This will generate Create, Read, Update and Delete (CRUD) methods for the `OrderProduct` data model, which you can use to create relations between orders and products and manage the extra columns in the pivot table. +You can also write migrations manually. To do that, create a file in the `migrations` directory of the module and in it, a class that has an `up` and `down` method. The class's name should be of the format `Migration{YEAR}{MONTH}{DAY}{HOUR}{MINUTE}.ts` to ensure migrations are ran in the correct order. For example: -```ts -// create order-product association -const orderProduct = await blogModuleService.createOrderProducts({ - order_id: "123", - product_id: "123", - metadata: { - test: true, - }, -}) +```ts title="src/modules/blog/migrations/Migration202507021059.ts" +import { Migration } from "@mikro-orm/migrations" -// update order-product association -const orderProduct = await blogModuleService.updateOrderProducts({ - id: "123", - metadata: { - test: false, - }, -}) +export class Migration202507021059 extends Migration { -// delete order-product association -await blogModuleService.deleteOrderProducts("123") + async up(): Promise { + this.addSql("create table if not exists \"author\" (\"id\" text not null, \"name\" text not null, \"created_at\" timestamptz not null default now(), \"updated_at\" timestamptz not null default now(), \"deleted_at\" timestamptz null, constraint \"author_pkey\" primary key (\"id\"));") + } + + async down(): Promise { + this.addSql("drop table if exists \"author\" cascade;") + } + +} ``` -Since the `OrderProduct` data model belongs to the `Order` and `Product` data models, you can set its order and product as explained in the [one-to-many relationship section](#manage-one-to-many-relationship) using `order_id` and `product_id`. +The migration class in the file extends the `Migration` class imported from `@mikro-orm/migrations`. In the `up` and `down` method of the migration class, you use the `addSql` method provided by MikroORM's `Migration` class to run PostgreSQL syntax. -Refer to the [service factory reference](https://docs.medusajs.com/resources/service-factory-reference/index.html.md) for a full list of generated methods and their usages. +In the example above, the `up` method creates the table `author`, and the `down` method drops the table if the migration is reverted. + +Refer to [MikroORM's documentation](https://mikro-orm.io/docs/migrations#migration-class) for more details on writing migrations. *** -## Retrieve Records of Relation +## Run the Migration -The `list`, `listAndCount`, and `retrieve` methods of a module's main service accept as a second parameter an object of options. +To run your migration, run the following command: -To retrieve the records associated with a data model's records through a relationship, pass in the second parameter object a `relations` property whose value is an array of relationship names. +This command also syncs module links. If you don't want that, use the `--skip-links` option. -For example, assuming you have the [Order and Product data models from the previous chapter](https://docs.medusajs.com/learn/fundamentals/data-models/relationships#many-to-many-relationship/index.html.md), you retrieve a product's orders as follows: - -```ts highlights={retrieveHighlights} -const product = await blogModuleService.retrieveProducts( - "123", - { - relations: ["orders"], - } -) +```bash +npx medusa db:migrate ``` -In the example above, the retrieved product has an `orders` property, whose value is an array of orders associated with the product. +This reflects the changes in the database as implemented in the migration's `up` method. + +*** + +## Rollback the Migration + +To rollback or revert the last migration you ran for a module, run the following command: + +```bash +npx medusa db:rollback blog +``` + +This rolls back the last ran migration on the Blog Module. + +### Caution: Rollback Migration before Deleting + +If you need to delete a migration file, make sure to rollback the migration first. Otherwise, you might encounter issues when generating and running new migrations. + +For example, if you delete the migration of the Blog Module, then try to create a new one, Medusa will create a brand new migration that re-creates the tables or indices. If those are still in the database, you might encounter errors. + +So, always rollback the migration before deleting it. + +*** + +## More Database Commands + +To learn more about the Medusa CLI's database commands, refer to [this CLI reference](https://docs.medusajs.com/resources/medusa-cli/commands/db/index.html.md). # Data Model Relationships @@ -10874,104 +10771,6 @@ The `cascades` method accepts an object. Its key is the operation’s name, such In the example above, when a store is deleted, its associated products are also deleted. -# Migrations - -In this chapter, you'll learn what a migration is and how to generate a migration or write it manually. - -## What is a Migration? - -A migration is a TypeScript or JavaScript file that defines database changes made by a module. Migrations are useful when you re-use a module or you're working in a team, so that when one member of a team makes a database change, everyone else can reflect it on their side by running the migrations. - -The migration's file has a class with two methods: - -- The `up` method reflects changes on the database. -- The `down` method reverts the changes made in the `up` method. - -*** - -## Generate Migration - -Instead of you writing the migration manually, the Medusa CLI tool provides a [db:generate](https://docs.medusajs.com/resources/medusa-cli/commands/db#dbgenerate/index.html.md) command to generate a migration for a modules' data models. - -For example, assuming you have a `blog` Module, you can generate a migration for it by running the following command: - -```bash -npx medusa db:generate blog -``` - -This generates a migration file under the `migrations` directory of the Blog Module. You can then run it to reflect the changes in the database as mentioned in [this section](#run-the-migration). - -*** - -## Write a Migration Manually - -You can also write migrations manually. To do that, create a file in the `migrations` directory of the module and in it, a class that has an `up` and `down` method. The class's name should be of the format `Migration{YEAR}{MONTH}{DAY}{HOUR}{MINUTE}.ts` to ensure migrations are ran in the correct order. - -For example: - -```ts title="src/modules/blog/migrations/Migration202507021059.ts" -import { Migration } from "@mikro-orm/migrations" - -export class Migration202507021059 extends Migration { - - async up(): Promise { - this.addSql("create table if not exists \"author\" (\"id\" text not null, \"name\" text not null, \"created_at\" timestamptz not null default now(), \"updated_at\" timestamptz not null default now(), \"deleted_at\" timestamptz null, constraint \"author_pkey\" primary key (\"id\"));") - } - - async down(): Promise { - this.addSql("drop table if exists \"author\" cascade;") - } - -} -``` - -The migration class in the file extends the `Migration` class imported from `@mikro-orm/migrations`. In the `up` and `down` method of the migration class, you use the `addSql` method provided by MikroORM's `Migration` class to run PostgreSQL syntax. - -In the example above, the `up` method creates the table `author`, and the `down` method drops the table if the migration is reverted. - -Refer to [MikroORM's documentation](https://mikro-orm.io/docs/migrations#migration-class) for more details on writing migrations. - -*** - -## Run the Migration - -To run your migration, run the following command: - -This command also syncs module links. If you don't want that, use the `--skip-links` option. - -```bash -npx medusa db:migrate -``` - -This reflects the changes in the database as implemented in the migration's `up` method. - -*** - -## Rollback the Migration - -To rollback or revert the last migration you ran for a module, run the following command: - -```bash -npx medusa db:rollback blog -``` - -This rolls back the last ran migration on the Blog Module. - -### Caution: Rollback Migration before Deleting - -If you need to delete a migration file, make sure to rollback the migration first. Otherwise, you might encounter issues when generating and running new migrations. - -For example, if you delete the migration of the Blog Module, then try to create a new one, Medusa will create a brand new migration that re-creates the tables or indices. If those are still in the database, you might encounter errors. - -So, always rollback the migration before deleting it. - -*** - -## More Database Commands - -To learn more about the Medusa CLI's database commands, refer to [this CLI reference](https://docs.medusajs.com/resources/medusa-cli/commands/db/index.html.md). - - # Event Data Payload In this chapter, you'll learn how subscribers receive an event's data payload. @@ -11017,6 +10816,440 @@ This logs the product ID received in the `product.created` event’s data payloa Refer to [this reference](!resources!/events-reference) for a full list of events emitted by Medusa and their data payloads. */} +# Create a Plugin + +In this chapter, you'll learn how to create a Medusa plugin and publish it. + +A [plugin](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md) is a package of reusable Medusa customizations that you can install in any Medusa application. By creating and publishing a plugin, you can reuse your Medusa customizations across multiple projects or share them with the community. + +Plugins are available starting from [Medusa v2.3.0](https://github.com/medusajs/medusa/releases/tag/v2.3.0). + +## 1. Create a Plugin Project + +Plugins are created in a separate Medusa project. This makes the development and publishing of the plugin easier. Later, you'll install that plugin in your Medusa application to test it out and use it. + +Medusa's `create-medusa-app` CLI tool provides the option to create a plugin project. Run the following command to create a new plugin project: + +```bash +npx create-medusa-app my-plugin --plugin +``` + +This will create a new Medusa plugin project in the `my-plugin` directory. + +### Plugin Directory Structure + +After the installation is done, the plugin structure will look like this: + +![Directory structure of a plugin project](https://res.cloudinary.com/dza7lstvk/image/upload/v1737019441/Medusa%20Book/project-dir_q4xtri.jpg) + +- `src/`: Contains the Medusa customizations. +- `src/admin`: Contains [admin extensions](https://docs.medusajs.com/learn/fundamentals/admin/index.html.md). +- `src/api`: Contains [API routes](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md) and [middlewares](https://docs.medusajs.com/learn/fundamentals/api-routes/middlewares/index.html.md). You can add store, admin, or any custom API routes. +- `src/jobs`: Contains [scheduled jobs](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md). +- `src/links`: Contains [module links](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md). +- `src/modules`: Contains [modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). +- `src/provider`: Contains [module providers](#create-module-providers). +- `src/subscribers`: Contains [subscribers](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md). +- `src/workflows`: Contains [workflows](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md). You can also add [hooks](https://docs.medusajs.com/learn/fundamentals/workflows/add-workflow-hook/index.html.md) under `src/workflows/hooks`. +- `package.json`: Contains the plugin's package information, including general information and dependencies. +- `tsconfig.json`: Contains the TypeScript configuration for the plugin. + +*** + +## 2. Prepare Plugin + +### Package Name + +Before developing, testing, and publishing your plugin, make sure its name in `package.json` is correct. This is the name you'll use to install the plugin in your Medusa application. + +For example: + +```json title="package.json" +{ + "name": "@myorg/plugin-name", + // ... +} +``` + +### Package Keywords + +Medusa scrapes NPM for a list of plugins that integrate third-party services, to later showcase them on the Medusa website. If you want your plugin to appear in that listing, make sure to add the `medusa-v2` and `medusa-plugin-integration` keywords to the `keywords` field in `package.json`. + +Only plugins that integrate third-party services are listed in the Medusa integrations page. If your plugin doesn't integrate a third-party service, you can skip this step. + +```json title="package.json" +{ + "keywords": [ + "medusa-plugin-integration", + "medusa-v2" + ], + // ... +} +``` + +In addition, make sure to use one of the following keywords based on your integration type: + +|Keyword|Description|Example| +|---|---|---| +|\`medusa-plugin-analytics\`|Analytics service integration|Google Analytics| +|\`medusa-plugin-auth\`|Authentication service integration|Auth0| +|\`medusa-plugin-cms\`|CMS service integration|Contentful| +|\`medusa-plugin-notification\`|Notification service integration|Twilio SMS| +|\`medusa-plugin-payment\`|Payment service integration|PayPal| +|\`medusa-plugin-search\`|Search service integration|MeiliSearch| +|\`medusa-plugin-shipping\`|Shipping service integration|DHL| +|\`medusa-plugin-other\`|Other third-party integrations|Sentry| + +### Package Dependencies + +Your plugin project will already have the dependencies mentioned in this section. Unless you made changes to the dependencies, you can skip this section. + +In the `package.json` file you must have the Medusa dependencies as `devDependencies` and `peerDependencies`. In addition, you must have `@swc/core` as a `devDependency`, as it's used by the plugin CLI tools. + +For example, assuming `2.5.0` is the latest Medusa version: + +```json title="package.json" +{ + "devDependencies": { + "@medusajs/admin-sdk": "2.5.0", + "@medusajs/cli": "2.5.0", + "@medusajs/framework": "2.5.0", + "@medusajs/medusa": "2.5.0", + "@medusajs/test-utils": "2.5.0", + "@medusajs/ui": "4.0.4", + "@medusajs/icons": "2.5.0", + "@swc/core": "1.5.7", + }, + "peerDependencies": { + "@medusajs/admin-sdk": "2.5.0", + "@medusajs/cli": "2.5.0", + "@medusajs/framework": "2.5.0", + "@medusajs/test-utils": "2.5.0", + "@medusajs/medusa": "2.5.0", + "@medusajs/ui": "4.0.3", + "@medusajs/icons": "2.5.0", + } +} +``` + +### Package Exports + +Your plugin project will already have the exports mentioned in this section. Unless you made changes to the exports or you created your plugin before [Medusa v2.7.0](https://github.com/medusajs/medusa/releases/tag/v2.7.0), you can skip this section. + +In the `package.json` file, make sure your plugin has the following exports: + +```json title="package.json" +{ + "exports": { + "./package.json": "./package.json", + "./workflows": "./.medusa/server/src/workflows/index.js", + "./.medusa/server/src/modules/*": "./.medusa/server/src/modules/*/index.js", + "./providers/*": "./.medusa/server/src/providers/*/index.js", + "./admin": { + "import": "./.medusa/server/src/admin/index.mjs", + "require": "./.medusa/server/src/admin/index.js", + "default": "./.medusa/server/src/admin/index.js" + }, + "./*": "./.medusa/server/src/*.js" + } +} +``` + +Aside from the `./package.json`, `./providers`, and `./admin`, these exports are only a recommendation. You can cherry-pick the files and directories you want to export. + +The plugin exports the following files and directories: + +- `./package.json`: The `package.json` file. Medusa needs to access the `package.json` when registering the plugin. +- `./workflows`: The workflows exported in `./src/workflows/index.ts`. +- `./.medusa/server/src/modules/*`: The definition file of modules. This is useful if you create links to the plugin's modules in the Medusa application. +- `./providers/*`: The definition file of module providers. This is useful if your plugin includes a module provider, allowing you to register the plugin's providers in Medusa applications. Learn more in the [Create Module Providers](#create-module-providers) section. +- `./admin`: The admin extensions exported in `./src/admin/index.ts`. +- `./*`: Any other files in the plugin's `src` directory. + +*** + +## 3. Publish Plugin Locally for Development and Testing + +Medusa's CLI tool provides commands to simplify developing and testing your plugin in a local Medusa application. You start by publishing your plugin in the local package registry, then install it in your Medusa application. You can then watch for changes in the plugin as you develop it. + +### Publish and Install Local Package + +### Prerequisites + +- [Medusa application installed.](https://docs.medusajs.com/learn/installation/index.html.md) + +The first time you create your plugin, you need to publish the package into a local package registry, then install it in your Medusa application. This is a one-time only process. + +To publish the plugin to the local registry, run the following command in your plugin project: + +```bash title="Plugin project" +npx medusa plugin:publish +``` + +This command uses [Yalc](https://github.com/wclr/yalc) under the hood to publish the plugin to a local package registry. The plugin is published locally under the name you specified in `package.json`. + +Next, navigate to your Medusa application: + +```bash title="Medusa application" +cd ~/path/to/medusa-app +``` + +Make sure to replace `~/path/to/medusa-app` with the path to your Medusa application. + +Then, if your project was created before v2.3.1 of Medusa, make sure to install `yalc` as a development dependency: + +```bash npm2yarn title="Medusa application" +npm install --save-dev yalc +``` + +After that, run the following Medusa CLI command to install the plugin: + +```bash title="Medusa application" +npx medusa plugin:add @myorg/plugin-name +``` + +Make sure to replace `@myorg/plugin-name` with the name of your plugin as specified in `package.json`. Your plugin will be installed from the local package registry into your Medusa application. + +### Register Plugin in Medusa Application + +After installing the plugin, you need to register it in your Medusa application in the configurations defined in `medusa-config.ts`. + +Add the plugin to the `plugins` array in the `medusa-config.ts` file: + +```ts title="medusa-config.ts" highlights={pluginHighlights} +module.exports = defineConfig({ + // ... + plugins: [ + { + resolve: "@myorg/plugin-name", + options: {}, + }, + ], +}) +``` + +The `plugins` configuration is an array of objects where each object has a `resolve` key whose value is the name of the plugin package. + +#### Pass Module Options through Plugin + +Each plugin configuration also accepts an `options` property, whose value is an object of options to pass to the plugin's modules. + +For example: + +```ts title="medusa-config.ts" highlights={pluginOptionsHighlight} +module.exports = defineConfig({ + // ... + plugins: [ + { + resolve: "@myorg/plugin-name", + options: { + apiKey: true, + }, + }, + ], +}) +``` + +The `options` property in the plugin configuration is passed to all modules in the plugin. Learn more about module options in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/options/index.html.md). + +### Watch Plugin Changes During Development + +While developing your plugin, you can watch for changes in the plugin and automatically update the plugin in the Medusa application using it. This is the only command you'll continuously need during your plugin development. + +To do that, run the following command in your plugin project: + +```bash title="Plugin project" +npx medusa plugin:develop +``` + +This command will: + +- Watch for changes in the plugin. Whenever a file is changed, the plugin is automatically built. +- Publish the plugin changes to the local package registry. This will automatically update the plugin in the Medusa application using it. You can also benefit from real-time HMR updates of admin extensions. + +### Start Medusa Application + +You can start your Medusa application's development server to test out your plugin: + +```bash npm2yarn title="Medusa application" +npm run dev +``` + +While your Medusa application is running and the plugin is being watched, you can test your plugin while developing it in the Medusa application. + +*** + +## 4. Create Customizations in the Plugin + +You can now build your plugin's customizations. The following guide explains how to build different customizations in your plugin. + +- [Create a module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md) +- [Create a module link](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md) +- [Create a workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md) +- [Add a workflow hook](https://docs.medusajs.com/learn/fundamentals/workflows/add-workflow-hook/index.html.md) +- [Create an API route](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md) +- [Add a subscriber](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md) +- [Add a scheduled job](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md) +- [Add an admin widget](https://docs.medusajs.com/learn/fundamentals/admin/widgets/index.html.md) +- [Add an admin UI route](https://docs.medusajs.com/learn/fundamentals/admin/ui-routes/index.html.md) + +While building those customizations, you can test them in your Medusa application by [watching the plugin changes](#watch-plugin-changes-during-development) and [starting the Medusa application](#start-medusa-application). + +### Generating Migrations for Modules + +During your development, you may need to generate migrations for modules in your plugin. To do that, first, add the following environment variables in your plugin project: + +```plain title="Plugin project" +DB_USERNAME=postgres +DB_PASSWORD=123... +DB_HOST=localhost +DB_PORT=5432 +DB_NAME=db_name +``` + +You can add these environment variables in a `.env` file in your plugin project. The variables are: + +- `DB_USERNAME`: The username of the PostgreSQL user to connect to the database. +- `DB_PASSWORD`: The password of the PostgreSQL user to connect to the database. +- `DB_HOST`: The host of the PostgreSQL database. Typically, it's `localhost` if you're running the database locally. +- `DB_PORT`: The port of the PostgreSQL database. Typically, it's `5432` if you're running the database locally. +- `DB_NAME`: The name of the PostgreSQL database to connect to. + +Then, run the following command in your plugin project to generate migrations for the modules in your plugin: + +```bash title="Plugin project" +npx medusa plugin:db:generate +``` + +This command generates migrations for all modules in the plugin. + +Finally, run these migrations on the Medusa application that the plugin is installed in using the `db:migrate` command: + +```bash title="Medusa application" +npx medusa db:migrate +``` + +The migrations in your application, including your plugin, will run and update the database. + +### Importing Module Resources + +In the [Prepare Plugin](#2-prepare-plugin) section, you learned about [exported resources](#package-exports) in your plugin. + +These exports allow you to import your plugin resources in your Medusa application, including workflows, links and modules. + +For example, to import the plugin's workflow in your Medusa application: + +`@myorg/plugin-name` is the plugin package's name. + +```ts +import { Workflow1, Workflow2 } from "@myorg/plugin-name/workflows" +import BlogModule from "@myorg/plugin-name/modules/blog" +// import other files created in plugin like ./src/types/blog.ts +import BlogType from "@myorg/plugin-name/types/blog" +``` + +### Create Module Providers + +The [exported resources](#package-exports) also allow you to import module providers in your plugin and register them in the Medusa application's configuration. A module provider is a module that provides the underlying logic or integration related to a commerce or architectural module. + +For example, assuming your plugin has a [Notification Module Provider](https://docs.medusajs.com/resources/architectural-modules/notification/index.html.md) called `my-notification`, you can register it in your Medusa application's configuration like this: + +`@myorg/plugin-name` is the plugin package's name. + +```ts highlights={[["9"]]} title="medusa-config.ts" +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "@medusajs/medusa/notification", + options: { + providers: [ + { + resolve: "@myorg/plugin-name/providers/my-notification", + id: "my-notification", + options: { + channels: ["email"], + // provider options... + }, + }, + ], + }, + }, + ], +}) +``` + +You pass to `resolve` the path to the provider relative to the plugin package. So, in this example, the `my-notification` provider is located in `./src/providers/my-notification/index.ts` of the plugin. + +To learn how to create module providers, refer to the following guides: + +- [File Module Provider](https://docs.medusajs.com/resources/references/file-provider-module/index.html.md) +- [Notification Module Provider](https://docs.medusajs.com/resources/references/notification-provider-module/index.html.md) +- [Auth Module Provider](https://docs.medusajs.com/resources/references/auth/provider/index.html.md) +- [Payment Module Provider](https://docs.medusajs.com/resources/references/payment/provider/index.html.md) +- [Fulfillment Module Provider](https://docs.medusajs.com/resources/references/fulfillment/provider/index.html.md) +- [Tax Module Provider](https://docs.medusajs.com/resources/references/tax/provider/index.html.md) + +*** + +## 5. Publish Plugin to NPM + +Make sure to add the keywords mentioned in the [Package Keywords](#package-keywords) section in your plugin's `package.json` file. + +Medusa's CLI tool provides a command that bundles your plugin to be published to npm. Once you're ready to publish your plugin publicly, run the following command in your plugin project: + +```bash +npx medusa plugin:build +``` + +The command will compile an output in the `.medusa/server` directory. + +You can now publish the plugin to npm using the [NPM CLI tool](https://docs.npmjs.com/downloading-and-installing-node-js-and-npm). Run the following command to publish the plugin to npm: + +```bash +npm publish +``` + +If you haven't logged in before with your NPM account, you'll be asked to log in first. Then, your package is published publicly to be used in any Medusa application. + +### Install Public Plugin in Medusa Application + +You install a plugin that's published publicly using your package manager. For example: + +```bash npm2yarn +npm install @myorg/plugin-name +``` + +Where `@myorg/plugin-name` is the name of your plugin as published on NPM. + +Then, register the plugin in your Medusa application's configurations as explained in [this section](#register-plugin-in-medusa-application). + +*** + +## Update a Published Plugin + +To update the Medusa dependencies in a plugin, refer to [this documentation](https://docs.medusajs.com/learn/update#update-plugin-project/index.html.md). + +If you've published a plugin and you've made changes to it, you'll have to publish the update to NPM again. + +First, run the following command to change the version of the plugin: + +```bash +npm version +``` + +Where `` indicates the type of version update you’re publishing. For example, it can be `major` or `minor`. Refer to the [npm version documentation](https://docs.npmjs.com/cli/v10/commands/npm-version) for more information. + +Then, re-run the same commands for publishing a plugin: + +```bash +npx medusa plugin:build +npm publish +``` + +This will publish an updated version of your plugin under a new version. + + # Emit Workflow and Service Events In this chapter, you'll learn about event types and how to emit an event in a service or workflow. @@ -11404,6 +11637,436 @@ export default defineLink( ``` +# Query Context + +In this chapter, you'll learn how to pass contexts when retrieving data with [Query](https://docs.medusajs.com/learn/fundamentals/module-links/query/index.html.md). + +## What is Query Context? + +Query context is a way to pass additional information when retrieving data with Query. This data can be useful when applying custom transformations to the retrieved data based on the current context. + +For example, consider you have a Blog Module with posts and authors. You can accept the user's language as a context and return the posts in the user's language. Another example is how Medusa uses Query Context to [retrieve product variants' prices based on the customer's currency](https://docs.medusajs.com/resources/commerce-modules/product/guides/price/index.html.md). + +*** + +## How to Use Query Context + +The `query.graph` method accepts an optional `context` parameter that can be used to pass additional context either to the data model you're retrieving (for example, `post`), or its related and linked models (for example, `author`). + +You initialize a context using `QueryContext` from the Modules SDK. It accepts an object of contexts as an argument. + +For example, to retrieve posts using Query while passing the user's language as a context: + +```ts +const { data } = await query.graph({ + entity: "post", + fields: ["*"], + context: QueryContext({ + lang: "es", + }), +}) +``` + +In this example, you pass in the context a `lang` property whose value is `es`. + +Then, to handle the context while retrieving records of the data model, in the associated module's service you override the generated `list` method of the data model. + +For example, continuing the example above, you can override the `listPosts` method of the Blog Module's service to handle the context: + +```ts highlights={highlights2} +import { MedusaContext, MedusaService } from "@medusajs/framework/utils" +import { Context, FindConfig } from "@medusajs/framework/types" +import Post from "./models/post" +import Author from "./models/author" + +class BlogModuleService extends MedusaService({ + Post, + Author, +}){ + // @ts-ignore + async listPosts( + filters?: any, + config?: FindConfig | undefined, + @MedusaContext() sharedContext?: Context | undefined + ) { + const context = filters.context ?? {} + delete filters.context + + let posts = await super.listPosts(filters, config, sharedContext) + + if (context.lang === "es") { + posts = posts.map((post) => { + return { + ...post, + title: post.title + " en español", + } + }) + } + + return posts + } +} + +export default BlogModuleService +``` + +In the above example, you override the generated `listPosts` method. This method receives as a first parameter the filters passed to the query, but it also includes a `context` property that holds the context passed to the query. + +You extract the context from `filters`, then retrieve the posts using the parent's `listPosts` method. After that, if the language is set in the context, you transform the titles of the posts. + +All posts returned will now have their titles appended with "en español". + +Learn more about the generated `list` method in [this reference](https://docs.medusajs.com/resources/service-factory-reference/methods/list/index.html.md). + +### Using Pagination with Query + +If you pass pagination fields to `query.graph`, you must also override the `listAndCount` method in the service. + +For example, following along with the previous example, you must override the `listAndCountPosts` method of the Blog Module's service: + +```ts +import { MedusaContext, MedusaService } from "@medusajs/framework/utils" +import { Context, FindConfig } from "@medusajs/framework/types" +import Post from "./models/post" +import Author from "./models/author" + +class BlogModuleService extends MedusaService({ + Post, + Author, +}){ + // @ts-ignore + async listAndCountPosts( + filters?: any, + config?: FindConfig | undefined, + @MedusaContext() sharedContext?: Context | undefined + ) { + const context = filters.context ?? {} + delete filters.context + + const result = await super.listAndCountPosts( + filters, + config, + sharedContext + ) + + if (context.lang === "es") { + result.posts = posts.map((post) => { + return { + ...post, + title: post.title + " en español", + } + }) + } + + return result + } +} + +export default BlogModuleService +``` + +Now, the `listAndCountPosts` method will handle the context passed to `query.graph` when you pass pagination fields. You can also move the logic to transform the posts' titles to a separate method and call it from both `listPosts` and `listAndCountPosts`. + +*** + +## Passing Query Context to Related Data Models + +If you're retrieving a data model and you want to pass context to its associated model in the same module, you can pass them as part of `QueryContext`'s parameter, then handle them in the same `list` method. + +For linked data models, check out the [next section](#passing-query-context-to-linked-data-models). + +For example, to pass a context for the post's authors: + +```ts highlights={highlights3} +const { data } = await query.graph({ + entity: "post", + fields: ["*"], + context: QueryContext({ + lang: "es", + author: QueryContext({ + lang: "es", + }), + }), +}) +``` + +Then, in the `listPosts` method, you can handle the context for the post's authors: + +```ts highlights={highlights4} +import { MedusaContext, MedusaService } from "@medusajs/framework/utils" +import { Context, FindConfig } from "@medusajs/framework/types" +import Post from "./models/post" +import Author from "./models/author" + +class BlogModuleService extends MedusaService({ + Post, + Author, +}){ + // @ts-ignore + async listPosts( + filters?: any, + config?: FindConfig | undefined, + @MedusaContext() sharedContext?: Context | undefined + ) { + const context = filters.context ?? {} + delete filters.context + + let posts = await super.listPosts(filters, config, sharedContext) + + const isPostLangEs = context.lang === "es" + const isAuthorLangEs = context.author?.lang === "es" + + if (isPostLangEs || isAuthorLangEs) { + posts = posts.map((post) => { + return { + ...post, + title: isPostLangEs ? post.title + " en español" : post.title, + author: { + ...post.author, + name: isAuthorLangEs ? post.author.name + " en español" : post.author.name, + }, + } + }) + } + + return posts + } +} + +export default BlogModuleService +``` + +The context in `filters` will also have the context for `author`, which you can use to make transformations to the post's authors. + +*** + +## Passing Query Context to Linked Data Models + +If you're retrieving a data model and you want to pass context to a linked model in a different module, pass to the `context` property an object instead, where its keys are the linked model's name and the values are the context for that linked model. + +For example, consider the Product Module's `Product` data model is linked to the Blog Module's `Post` data model. You can pass context to the `Post` data model while retrieving products like so: + +```ts highlights={highlights5} +const { data } = await query.graph({ + entity: "product", + fields: ["*", "post.*"], + context: { + post: QueryContext({ + lang: "es", + }), + }, +}) +``` + +In this example, you retrieve products and their associated posts. You also pass a context for `post`, indicating the customer's language. + +To handle the context, you override the generated `listPosts` method of the Blog Module as explained [previously](#how-to-use-query-context). + + +# Link + +In this chapter, you’ll learn what Link is and how to use it to manage links. + +As of [Medusa v2.2.0](https://github.com/medusajs/medusa/releases/tag/v2.2.0), Remote Link has been deprecated in favor of Link. They have the same usage, so you only need to change the key used to resolve the tool from the Medusa container as explained below. + +## What is Link? + +Link is a class with utility methods to manage links between data models. It’s registered in the Medusa container under the `link` registration name. + +For example: + +```ts collapsibleLines="1-9" expandButtonLabel="Show Imports" +import { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import { + ContainerRegistrationKeys, +} from "@medusajs/framework/utils" + +export async function POST( + req: MedusaRequest, + res: MedusaResponse +): Promise { + const link = req.scope.resolve( + ContainerRegistrationKeys.LINK + ) + + // ... +} +``` + +You can use its methods to manage links, such as create or delete links. + +*** + +## Create Link + +To create a link between records of two data models, use the `create` method of Link. + +For example: + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_123", + }, +}) +``` + +The `create` method accepts as a parameter an object. The object’s keys are the names of the linked modules. + +The keys (names of linked modules) must be in the same [direction](https://docs.medusajs.com/learn/fundamentals/module-links/directions/index.html.md) of the link definition. + +The value of each module’s property is an object, whose keys are of the format `{data_model_snake_name}_id`, and values are the IDs of the linked record. + +So, in the example above, you link a record of the `MyCustom` data model in a `hello` module to a `Product` record in the Product Module. + +### Enforced Integrity Constraints on Link Creation + +Medusa enforces integrity constraints on links based on the link's relation type. So, an error is thrown in the following scenarios: + +- If the link is one-to-one and one of the linked records already has a link to another record of the same data model. For example: + +```ts +// no error +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_123", + }, +}) + +// throws an error because `prod_123` already has a link to `mc_123` +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_456", + }, +}) +``` + +- If the link is one-to-many and the "one" side already has a link to another record of the same data model. For example, if a product can have many `MyCustom` records, but a `MyCustom` record can only have one product: + +```ts +// no error +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_123", + }, +}) + +// also no error +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_456", + }, +}) + +// throws an error because `mc_123` already has a link to `prod_123` +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_456", + }, + "helloModuleService": { + my_custom_id: "mc_123", + }, +}) +``` + +There are no integrity constraints in a many-to-many link, so you can create multiple links between the same records. + +*** + +## Dismiss Link + +To remove a link between records of two data models, use the `dismiss` method of Link. + +For example: + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.dismiss({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_123", + }, +}) +``` + +The `dismiss` method accepts the same parameter type as the [create method](#create-link). + +The keys (names of linked modules) must be in the same [direction](https://docs.medusajs.com/learn/fundamentals/module-links/directions/index.html.md) of the link definition. + +*** + +## Cascade Delete Linked Records + +If a record is deleted, use the `delete` method of Link to delete all linked records. + +For example: + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await productModuleService.deleteVariants([variant.id]) + +await link.delete({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, +}) +``` + +This deletes all records linked to the deleted product. + +*** + +## Restore Linked Records + +If a record that was previously soft-deleted is now restored, use the `restore` method of Link to restore all linked records. + +For example: + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await productModuleService.restoreProducts(["prod_123"]) + +await link.restore({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, +}) +``` + + # Query In this chapter, you’ll learn about Query and how to use it to fetch data from modules. @@ -11955,436 +12618,6 @@ Try passing one of the Query configuration parameters, like `fields` or `limit`, Learn more about [specifing fields and relations](https://docs.medusajs.com/api/store#select-fields-and-relations) and [pagination](https://docs.medusajs.com/api/store#pagination) in the API reference. -# Link - -In this chapter, you’ll learn what Link is and how to use it to manage links. - -As of [Medusa v2.2.0](https://github.com/medusajs/medusa/releases/tag/v2.2.0), Remote Link has been deprecated in favor of Link. They have the same usage, so you only need to change the key used to resolve the tool from the Medusa container as explained below. - -## What is Link? - -Link is a class with utility methods to manage links between data models. It’s registered in the Medusa container under the `link` registration name. - -For example: - -```ts collapsibleLines="1-9" expandButtonLabel="Show Imports" -import { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import { - ContainerRegistrationKeys, -} from "@medusajs/framework/utils" - -export async function POST( - req: MedusaRequest, - res: MedusaResponse -): Promise { - const link = req.scope.resolve( - ContainerRegistrationKeys.LINK - ) - - // ... -} -``` - -You can use its methods to manage links, such as create or delete links. - -*** - -## Create Link - -To create a link between records of two data models, use the `create` method of Link. - -For example: - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_123", - }, -}) -``` - -The `create` method accepts as a parameter an object. The object’s keys are the names of the linked modules. - -The keys (names of linked modules) must be in the same [direction](https://docs.medusajs.com/learn/fundamentals/module-links/directions/index.html.md) of the link definition. - -The value of each module’s property is an object, whose keys are of the format `{data_model_snake_name}_id`, and values are the IDs of the linked record. - -So, in the example above, you link a record of the `MyCustom` data model in a `hello` module to a `Product` record in the Product Module. - -### Enforced Integrity Constraints on Link Creation - -Medusa enforces integrity constraints on links based on the link's relation type. So, an error is thrown in the following scenarios: - -- If the link is one-to-one and one of the linked records already has a link to another record of the same data model. For example: - -```ts -// no error -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_123", - }, -}) - -// throws an error because `prod_123` already has a link to `mc_123` -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_456", - }, -}) -``` - -- If the link is one-to-many and the "one" side already has a link to another record of the same data model. For example, if a product can have many `MyCustom` records, but a `MyCustom` record can only have one product: - -```ts -// no error -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_123", - }, -}) - -// also no error -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_456", - }, -}) - -// throws an error because `mc_123` already has a link to `prod_123` -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_456", - }, - "helloModuleService": { - my_custom_id: "mc_123", - }, -}) -``` - -There are no integrity constraints in a many-to-many link, so you can create multiple links between the same records. - -*** - -## Dismiss Link - -To remove a link between records of two data models, use the `dismiss` method of Link. - -For example: - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.dismiss({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_123", - }, -}) -``` - -The `dismiss` method accepts the same parameter type as the [create method](#create-link). - -The keys (names of linked modules) must be in the same [direction](https://docs.medusajs.com/learn/fundamentals/module-links/directions/index.html.md) of the link definition. - -*** - -## Cascade Delete Linked Records - -If a record is deleted, use the `delete` method of Link to delete all linked records. - -For example: - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await productModuleService.deleteVariants([variant.id]) - -await link.delete({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, -}) -``` - -This deletes all records linked to the deleted product. - -*** - -## Restore Linked Records - -If a record that was previously soft-deleted is now restored, use the `restore` method of Link to restore all linked records. - -For example: - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await productModuleService.restoreProducts(["prod_123"]) - -await link.restore({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, -}) -``` - - -# Query Context - -In this chapter, you'll learn how to pass contexts when retrieving data with [Query](https://docs.medusajs.com/learn/fundamentals/module-links/query/index.html.md). - -## What is Query Context? - -Query context is a way to pass additional information when retrieving data with Query. This data can be useful when applying custom transformations to the retrieved data based on the current context. - -For example, consider you have a Blog Module with posts and authors. You can accept the user's language as a context and return the posts in the user's language. Another example is how Medusa uses Query Context to [retrieve product variants' prices based on the customer's currency](https://docs.medusajs.com/resources/commerce-modules/product/guides/price/index.html.md). - -*** - -## How to Use Query Context - -The `query.graph` method accepts an optional `context` parameter that can be used to pass additional context either to the data model you're retrieving (for example, `post`), or its related and linked models (for example, `author`). - -You initialize a context using `QueryContext` from the Modules SDK. It accepts an object of contexts as an argument. - -For example, to retrieve posts using Query while passing the user's language as a context: - -```ts -const { data } = await query.graph({ - entity: "post", - fields: ["*"], - context: QueryContext({ - lang: "es", - }), -}) -``` - -In this example, you pass in the context a `lang` property whose value is `es`. - -Then, to handle the context while retrieving records of the data model, in the associated module's service you override the generated `list` method of the data model. - -For example, continuing the example above, you can override the `listPosts` method of the Blog Module's service to handle the context: - -```ts highlights={highlights2} -import { MedusaContext, MedusaService } from "@medusajs/framework/utils" -import { Context, FindConfig } from "@medusajs/framework/types" -import Post from "./models/post" -import Author from "./models/author" - -class BlogModuleService extends MedusaService({ - Post, - Author, -}){ - // @ts-ignore - async listPosts( - filters?: any, - config?: FindConfig | undefined, - @MedusaContext() sharedContext?: Context | undefined - ) { - const context = filters.context ?? {} - delete filters.context - - let posts = await super.listPosts(filters, config, sharedContext) - - if (context.lang === "es") { - posts = posts.map((post) => { - return { - ...post, - title: post.title + " en español", - } - }) - } - - return posts - } -} - -export default BlogModuleService -``` - -In the above example, you override the generated `listPosts` method. This method receives as a first parameter the filters passed to the query, but it also includes a `context` property that holds the context passed to the query. - -You extract the context from `filters`, then retrieve the posts using the parent's `listPosts` method. After that, if the language is set in the context, you transform the titles of the posts. - -All posts returned will now have their titles appended with "en español". - -Learn more about the generated `list` method in [this reference](https://docs.medusajs.com/resources/service-factory-reference/methods/list/index.html.md). - -### Using Pagination with Query - -If you pass pagination fields to `query.graph`, you must also override the `listAndCount` method in the service. - -For example, following along with the previous example, you must override the `listAndCountPosts` method of the Blog Module's service: - -```ts -import { MedusaContext, MedusaService } from "@medusajs/framework/utils" -import { Context, FindConfig } from "@medusajs/framework/types" -import Post from "./models/post" -import Author from "./models/author" - -class BlogModuleService extends MedusaService({ - Post, - Author, -}){ - // @ts-ignore - async listAndCountPosts( - filters?: any, - config?: FindConfig | undefined, - @MedusaContext() sharedContext?: Context | undefined - ) { - const context = filters.context ?? {} - delete filters.context - - const result = await super.listAndCountPosts( - filters, - config, - sharedContext - ) - - if (context.lang === "es") { - result.posts = posts.map((post) => { - return { - ...post, - title: post.title + " en español", - } - }) - } - - return result - } -} - -export default BlogModuleService -``` - -Now, the `listAndCountPosts` method will handle the context passed to `query.graph` when you pass pagination fields. You can also move the logic to transform the posts' titles to a separate method and call it from both `listPosts` and `listAndCountPosts`. - -*** - -## Passing Query Context to Related Data Models - -If you're retrieving a data model and you want to pass context to its associated model in the same module, you can pass them as part of `QueryContext`'s parameter, then handle them in the same `list` method. - -For linked data models, check out the [next section](#passing-query-context-to-linked-data-models). - -For example, to pass a context for the post's authors: - -```ts highlights={highlights3} -const { data } = await query.graph({ - entity: "post", - fields: ["*"], - context: QueryContext({ - lang: "es", - author: QueryContext({ - lang: "es", - }), - }), -}) -``` - -Then, in the `listPosts` method, you can handle the context for the post's authors: - -```ts highlights={highlights4} -import { MedusaContext, MedusaService } from "@medusajs/framework/utils" -import { Context, FindConfig } from "@medusajs/framework/types" -import Post from "./models/post" -import Author from "./models/author" - -class BlogModuleService extends MedusaService({ - Post, - Author, -}){ - // @ts-ignore - async listPosts( - filters?: any, - config?: FindConfig | undefined, - @MedusaContext() sharedContext?: Context | undefined - ) { - const context = filters.context ?? {} - delete filters.context - - let posts = await super.listPosts(filters, config, sharedContext) - - const isPostLangEs = context.lang === "es" - const isAuthorLangEs = context.author?.lang === "es" - - if (isPostLangEs || isAuthorLangEs) { - posts = posts.map((post) => { - return { - ...post, - title: isPostLangEs ? post.title + " en español" : post.title, - author: { - ...post.author, - name: isAuthorLangEs ? post.author.name + " en español" : post.author.name, - }, - } - }) - } - - return posts - } -} - -export default BlogModuleService -``` - -The context in `filters` will also have the context for `author`, which you can use to make transformations to the post's authors. - -*** - -## Passing Query Context to Linked Data Models - -If you're retrieving a data model and you want to pass context to a linked model in a different module, pass to the `context` property an object instead, where its keys are the linked model's name and the values are the context for that linked model. - -For example, consider the Product Module's `Product` data model is linked to the Blog Module's `Post` data model. You can pass context to the `Post` data model while retrieving products like so: - -```ts highlights={highlights5} -const { data } = await query.graph({ - entity: "product", - fields: ["*", "post.*"], - context: { - post: QueryContext({ - lang: "es", - }), - }, -}) -``` - -In this example, you retrieve products and their associated posts. You also pass a context for `post`, indicating the customer's language. - -To handle the context, you override the generated `listPosts` method of the Blog Module as explained [previously](#how-to-use-query-context). - - # Read-Only Module Link In this chapter, you’ll learn what a read-only module link is and how to define one. @@ -12856,513 +13089,34 @@ If multiple posts have their `product_id` set to a product's ID, an array of pos [Sanity Integration Tutorial](https://docs.medusajs.com/resources/integrations/guides/sanity/index.html.md). -# Architectural Modules +# Scheduled Jobs Number of Executions -In this chapter, you’ll learn about architectural modules. +In this chapter, you'll learn how to set a limit on the number of times a scheduled job is executed. -## What is an Architectural Module? +## numberOfExecutions Option -An architectural module implements features and mechanisms related to the Medusa application’s architecture and infrastructure. - -Since modules are interchangeable, you have more control over Medusa’s architecture. For example, you can choose to use Memcached for event handling instead of Redis. - -*** - -## Architectural Module Types - -There are different architectural module types including: - -![Diagram illustrating how the modules connect to third-party services](https://res.cloudinary.com/dza7lstvk/image/upload/v1727095814/Medusa%20Book/architectural-modules_bj9bb9.jpg) - -- Cache Module: Defines the caching mechanism or logic to cache computational results. -- Event Module: Integrates a pub/sub service to handle subscribing to and emitting events. -- Workflow Engine Module: Integrates a service to store and track workflow executions and steps. -- File Module: Integrates a storage service to handle uploading and managing files. -- Notification Module: Integrates a third-party service or defines custom logic to send notifications to users and customers. - -*** - -## Architectural Modules List - -Refer to the [Architectural Modules reference](https://docs.medusajs.com/resources/architectural-modules/index.html.md) for a list of Medusa’s architectural modules, available modules to install, and how to create an architectural module. - - -# Create a Plugin - -In this chapter, you'll learn how to create a Medusa plugin and publish it. - -A [plugin](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md) is a package of reusable Medusa customizations that you can install in any Medusa application. By creating and publishing a plugin, you can reuse your Medusa customizations across multiple projects or share them with the community. - -Plugins are available starting from [Medusa v2.3.0](https://github.com/medusajs/medusa/releases/tag/v2.3.0). - -## 1. Create a Plugin Project - -Plugins are created in a separate Medusa project. This makes the development and publishing of the plugin easier. Later, you'll install that plugin in your Medusa application to test it out and use it. - -Medusa's `create-medusa-app` CLI tool provides the option to create a plugin project. Run the following command to create a new plugin project: - -```bash -npx create-medusa-app my-plugin --plugin -``` - -This will create a new Medusa plugin project in the `my-plugin` directory. - -### Plugin Directory Structure - -After the installation is done, the plugin structure will look like this: - -![Directory structure of a plugin project](https://res.cloudinary.com/dza7lstvk/image/upload/v1737019441/Medusa%20Book/project-dir_q4xtri.jpg) - -- `src/`: Contains the Medusa customizations. -- `src/admin`: Contains [admin extensions](https://docs.medusajs.com/learn/fundamentals/admin/index.html.md). -- `src/api`: Contains [API routes](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md) and [middlewares](https://docs.medusajs.com/learn/fundamentals/api-routes/middlewares/index.html.md). You can add store, admin, or any custom API routes. -- `src/jobs`: Contains [scheduled jobs](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md). -- `src/links`: Contains [module links](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md). -- `src/modules`: Contains [modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). -- `src/provider`: Contains [module providers](#create-module-providers). -- `src/subscribers`: Contains [subscribers](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md). -- `src/workflows`: Contains [workflows](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md). You can also add [hooks](https://docs.medusajs.com/learn/fundamentals/workflows/add-workflow-hook/index.html.md) under `src/workflows/hooks`. -- `package.json`: Contains the plugin's package information, including general information and dependencies. -- `tsconfig.json`: Contains the TypeScript configuration for the plugin. - -*** - -## 2. Prepare Plugin - -### Package Name - -Before developing, testing, and publishing your plugin, make sure its name in `package.json` is correct. This is the name you'll use to install the plugin in your Medusa application. +The export configuration object of the scheduled job accepts an optional property `numberOfExecutions`. Its value is a number indicating how many times the scheduled job can be executed during the Medusa application's runtime. For example: -```json title="package.json" -{ - "name": "@myorg/plugin-name", - // ... -} -``` - -### Package Keywords - -Medusa scrapes NPM for a list of plugins that integrate third-party services, to later showcase them on the Medusa website. If you want your plugin to appear in that listing, make sure to add the `medusa-v2` and `medusa-plugin-integration` keywords to the `keywords` field in `package.json`. - -Only plugins that integrate third-party services are listed in the Medusa integrations page. If your plugin doesn't integrate a third-party service, you can skip this step. - -```json title="package.json" -{ - "keywords": [ - "medusa-plugin-integration", - "medusa-v2" - ], - // ... -} -``` - -In addition, make sure to use one of the following keywords based on your integration type: - -|Keyword|Description|Example| -|---|---|---| -|\`medusa-plugin-analytics\`|Analytics service integration|Google Analytics| -|\`medusa-plugin-auth\`|Authentication service integration|Auth0| -|\`medusa-plugin-cms\`|CMS service integration|Contentful| -|\`medusa-plugin-notification\`|Notification service integration|Twilio SMS| -|\`medusa-plugin-payment\`|Payment service integration|PayPal| -|\`medusa-plugin-search\`|Search service integration|MeiliSearch| -|\`medusa-plugin-shipping\`|Shipping service integration|DHL| -|\`medusa-plugin-other\`|Other third-party integrations|Sentry| - -### Package Dependencies - -Your plugin project will already have the dependencies mentioned in this section. Unless you made changes to the dependencies, you can skip this section. - -In the `package.json` file you must have the Medusa dependencies as `devDependencies` and `peerDependencies`. In addition, you must have `@swc/core` as a `devDependency`, as it's used by the plugin CLI tools. - -For example, assuming `2.5.0` is the latest Medusa version: - -```json title="package.json" -{ - "devDependencies": { - "@medusajs/admin-sdk": "2.5.0", - "@medusajs/cli": "2.5.0", - "@medusajs/framework": "2.5.0", - "@medusajs/medusa": "2.5.0", - "@medusajs/test-utils": "2.5.0", - "@medusajs/ui": "4.0.4", - "@medusajs/icons": "2.5.0", - "@swc/core": "1.5.7", - }, - "peerDependencies": { - "@medusajs/admin-sdk": "2.5.0", - "@medusajs/cli": "2.5.0", - "@medusajs/framework": "2.5.0", - "@medusajs/test-utils": "2.5.0", - "@medusajs/medusa": "2.5.0", - "@medusajs/ui": "4.0.3", - "@medusajs/icons": "2.5.0", - } -} -``` - -### Package Exports - -Your plugin project will already have the exports mentioned in this section. Unless you made changes to the exports or you created your plugin before [Medusa v2.7.0](https://github.com/medusajs/medusa/releases/tag/v2.7.0), you can skip this section. - -In the `package.json` file, make sure your plugin has the following exports: - -```json title="package.json" -{ - "exports": { - "./package.json": "./package.json", - "./workflows": "./.medusa/server/src/workflows/index.js", - "./.medusa/server/src/modules/*": "./.medusa/server/src/modules/*/index.js", - "./providers/*": "./.medusa/server/src/providers/*/index.js", - "./admin": { - "import": "./.medusa/server/src/admin/index.mjs", - "require": "./.medusa/server/src/admin/index.js", - "default": "./.medusa/server/src/admin/index.js" - }, - "./*": "./.medusa/server/src/*.js" - } -} -``` - -Aside from the `./package.json`, `./providers`, and `./admin`, these exports are only a recommendation. You can cherry-pick the files and directories you want to export. - -The plugin exports the following files and directories: - -- `./package.json`: The `package.json` file. Medusa needs to access the `package.json` when registering the plugin. -- `./workflows`: The workflows exported in `./src/workflows/index.ts`. -- `./.medusa/server/src/modules/*`: The definition file of modules. This is useful if you create links to the plugin's modules in the Medusa application. -- `./providers/*`: The definition file of module providers. This is useful if your plugin includes a module provider, allowing you to register the plugin's providers in Medusa applications. Learn more in the [Create Module Providers](#create-module-providers) section. -- `./admin`: The admin extensions exported in `./src/admin/index.ts`. -- `./*`: Any other files in the plugin's `src` directory. - -*** - -## 3. Publish Plugin Locally for Development and Testing - -Medusa's CLI tool provides commands to simplify developing and testing your plugin in a local Medusa application. You start by publishing your plugin in the local package registry, then install it in your Medusa application. You can then watch for changes in the plugin as you develop it. - -### Publish and Install Local Package - -### Prerequisites - -- [Medusa application installed.](https://docs.medusajs.com/learn/installation/index.html.md) - -The first time you create your plugin, you need to publish the package into a local package registry, then install it in your Medusa application. This is a one-time only process. - -To publish the plugin to the local registry, run the following command in your plugin project: - -```bash title="Plugin project" -npx medusa plugin:publish -``` - -This command uses [Yalc](https://github.com/wclr/yalc) under the hood to publish the plugin to a local package registry. The plugin is published locally under the name you specified in `package.json`. - -Next, navigate to your Medusa application: - -```bash title="Medusa application" -cd ~/path/to/medusa-app -``` - -Make sure to replace `~/path/to/medusa-app` with the path to your Medusa application. - -Then, if your project was created before v2.3.1 of Medusa, make sure to install `yalc` as a development dependency: - -```bash npm2yarn title="Medusa application" -npm install --save-dev yalc -``` - -After that, run the following Medusa CLI command to install the plugin: - -```bash title="Medusa application" -npx medusa plugin:add @myorg/plugin-name -``` - -Make sure to replace `@myorg/plugin-name` with the name of your plugin as specified in `package.json`. Your plugin will be installed from the local package registry into your Medusa application. - -### Register Plugin in Medusa Application - -After installing the plugin, you need to register it in your Medusa application in the configurations defined in `medusa-config.ts`. - -Add the plugin to the `plugins` array in the `medusa-config.ts` file: - -```ts title="medusa-config.ts" highlights={pluginHighlights} -module.exports = defineConfig({ - // ... - plugins: [ - { - resolve: "@myorg/plugin-name", - options: {}, - }, - ], -}) -``` - -The `plugins` configuration is an array of objects where each object has a `resolve` key whose value is the name of the plugin package. - -#### Pass Module Options through Plugin - -Each plugin configuration also accepts an `options` property, whose value is an object of options to pass to the plugin's modules. - -For example: - -```ts title="medusa-config.ts" highlights={pluginOptionsHighlight} -module.exports = defineConfig({ - // ... - plugins: [ - { - resolve: "@myorg/plugin-name", - options: { - apiKey: true, - }, - }, - ], -}) -``` - -The `options` property in the plugin configuration is passed to all modules in the plugin. Learn more about module options in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/options/index.html.md). - -### Watch Plugin Changes During Development - -While developing your plugin, you can watch for changes in the plugin and automatically update the plugin in the Medusa application using it. This is the only command you'll continuously need during your plugin development. - -To do that, run the following command in your plugin project: - -```bash title="Plugin project" -npx medusa plugin:develop -``` - -This command will: - -- Watch for changes in the plugin. Whenever a file is changed, the plugin is automatically built. -- Publish the plugin changes to the local package registry. This will automatically update the plugin in the Medusa application using it. You can also benefit from real-time HMR updates of admin extensions. - -### Start Medusa Application - -You can start your Medusa application's development server to test out your plugin: - -```bash npm2yarn title="Medusa application" -npm run dev -``` - -While your Medusa application is running and the plugin is being watched, you can test your plugin while developing it in the Medusa application. - -*** - -## 4. Create Customizations in the Plugin - -You can now build your plugin's customizations. The following guide explains how to build different customizations in your plugin. - -- [Create a module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md) -- [Create a module link](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md) -- [Create a workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md) -- [Add a workflow hook](https://docs.medusajs.com/learn/fundamentals/workflows/add-workflow-hook/index.html.md) -- [Create an API route](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md) -- [Add a subscriber](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md) -- [Add a scheduled job](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md) -- [Add an admin widget](https://docs.medusajs.com/learn/fundamentals/admin/widgets/index.html.md) -- [Add an admin UI route](https://docs.medusajs.com/learn/fundamentals/admin/ui-routes/index.html.md) - -While building those customizations, you can test them in your Medusa application by [watching the plugin changes](#watch-plugin-changes-during-development) and [starting the Medusa application](#start-medusa-application). - -### Generating Migrations for Modules - -During your development, you may need to generate migrations for modules in your plugin. To do that, first, add the following environment variables in your plugin project: - -```plain title="Plugin project" -DB_USERNAME=postgres -DB_PASSWORD=123... -DB_HOST=localhost -DB_PORT=5432 -DB_NAME=db_name -``` - -You can add these environment variables in a `.env` file in your plugin project. The variables are: - -- `DB_USERNAME`: The username of the PostgreSQL user to connect to the database. -- `DB_PASSWORD`: The password of the PostgreSQL user to connect to the database. -- `DB_HOST`: The host of the PostgreSQL database. Typically, it's `localhost` if you're running the database locally. -- `DB_PORT`: The port of the PostgreSQL database. Typically, it's `5432` if you're running the database locally. -- `DB_NAME`: The name of the PostgreSQL database to connect to. - -Then, run the following command in your plugin project to generate migrations for the modules in your plugin: - -```bash title="Plugin project" -npx medusa plugin:db:generate -``` - -This command generates migrations for all modules in the plugin. - -Finally, run these migrations on the Medusa application that the plugin is installed in using the `db:migrate` command: - -```bash title="Medusa application" -npx medusa db:migrate -``` - -The migrations in your application, including your plugin, will run and update the database. - -### Importing Module Resources - -In the [Prepare Plugin](#2-prepare-plugin) section, you learned about [exported resources](#package-exports) in your plugin. - -These exports allow you to import your plugin resources in your Medusa application, including workflows, links and modules. - -For example, to import the plugin's workflow in your Medusa application: - -`@myorg/plugin-name` is the plugin package's name. - -```ts -import { Workflow1, Workflow2 } from "@myorg/plugin-name/workflows" -import BlogModule from "@myorg/plugin-name/modules/blog" -// import other files created in plugin like ./src/types/blog.ts -import BlogType from "@myorg/plugin-name/types/blog" -``` - -### Create Module Providers - -The [exported resources](#package-exports) also allow you to import module providers in your plugin and register them in the Medusa application's configuration. A module provider is a module that provides the underlying logic or integration related to a commerce or architectural module. - -For example, assuming your plugin has a [Notification Module Provider](https://docs.medusajs.com/resources/architectural-modules/notification/index.html.md) called `my-notification`, you can register it in your Medusa application's configuration like this: - -`@myorg/plugin-name` is the plugin package's name. - -```ts highlights={[["9"]]} title="medusa-config.ts" -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "@medusajs/medusa/notification", - options: { - providers: [ - { - resolve: "@myorg/plugin-name/providers/my-notification", - id: "my-notification", - options: { - channels: ["email"], - // provider options... - }, - }, - ], - }, - }, - ], -}) -``` - -You pass to `resolve` the path to the provider relative to the plugin package. So, in this example, the `my-notification` provider is located in `./src/providers/my-notification/index.ts` of the plugin. - -To learn how to create module providers, refer to the following guides: - -- [File Module Provider](https://docs.medusajs.com/resources/references/file-provider-module/index.html.md) -- [Notification Module Provider](https://docs.medusajs.com/resources/references/notification-provider-module/index.html.md) -- [Auth Module Provider](https://docs.medusajs.com/resources/references/auth/provider/index.html.md) -- [Payment Module Provider](https://docs.medusajs.com/resources/references/payment/provider/index.html.md) -- [Fulfillment Module Provider](https://docs.medusajs.com/resources/references/fulfillment/provider/index.html.md) -- [Tax Module Provider](https://docs.medusajs.com/resources/references/tax/provider/index.html.md) - -*** - -## 5. Publish Plugin to NPM - -Make sure to add the keywords mentioned in the [Package Keywords](#package-keywords) section in your plugin's `package.json` file. - -Medusa's CLI tool provides a command that bundles your plugin to be published to npm. Once you're ready to publish your plugin publicly, run the following command in your plugin project: - -```bash -npx medusa plugin:build -``` - -The command will compile an output in the `.medusa/server` directory. - -You can now publish the plugin to npm using the [NPM CLI tool](https://docs.npmjs.com/downloading-and-installing-node-js-and-npm). Run the following command to publish the plugin to npm: - -```bash -npm publish -``` - -If you haven't logged in before with your NPM account, you'll be asked to log in first. Then, your package is published publicly to be used in any Medusa application. - -### Install Public Plugin in Medusa Application - -You install a plugin that's published publicly using your package manager. For example: - -```bash npm2yarn -npm install @myorg/plugin-name -``` - -Where `@myorg/plugin-name` is the name of your plugin as published on NPM. - -Then, register the plugin in your Medusa application's configurations as explained in [this section](#register-plugin-in-medusa-application). - -*** - -## Update a Published Plugin - -To update the Medusa dependencies in a plugin, refer to [this documentation](https://docs.medusajs.com/learn/update#update-plugin-project/index.html.md). - -If you've published a plugin and you've made changes to it, you'll have to publish the update to NPM again. - -First, run the following command to change the version of the plugin: - -```bash -npm version -``` - -Where `` indicates the type of version update you’re publishing. For example, it can be `major` or `minor`. Refer to the [npm version documentation](https://docs.npmjs.com/cli/v10/commands/npm-version) for more information. - -Then, re-run the same commands for publishing a plugin: - -```bash -npx medusa plugin:build -npm publish -``` - -This will publish an updated version of your plugin under a new version. - - -# Commerce Modules - -In this chapter, you'll learn about Medusa's commerce modules. - -## What is a Commerce Module? - -Commerce modules are built-in [modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md) of Medusa that provide core commerce logic specific to domains like Products, Orders, Customers, Fulfillment, and much more. - -Medusa's commerce modules are used to form Medusa's default [workflows](https://docs.medusajs.com/resources/medusa-workflows-reference/index.html.md) and [APIs](https://docs.medusajs.com/api/store). For example, when you call the add to cart endpoint. the add to cart workflow runs which uses the Product Module to check if the product exists, the Inventory Module to ensure the product is available in the inventory, and the Cart Module to finally add the product to the cart. - -You'll find the details and steps of the add-to-cart workflow in [this workflow reference](https://docs.medusajs.com/resources/references/medusa-workflows/addToCartWorkflow/index.html.md) - -The core commerce logic contained in Commerce Modules is also available directly when you are building customizations. This granular access to commerce functionality is unique and expands what's possible to build with Medusa drastically. - -### List of Medusa's Commerce Modules - -Refer to [this reference](https://docs.medusajs.com/resources/commerce-modules/index.html.md) for a full list of commerce modules in Medusa. - -*** - -## Use Commerce Modules in Custom Flows - -Similar to your [custom modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), the Medusa application registers a commerce module's service in the [container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md). So, you can resolve it in your custom flows. This is useful as you build unique requirements extending core commerce features. - -For example, consider you have a [workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md) (a special function that performs a task in a series of steps with rollback mechanism) that needs a step to retrieve the total number of products. You can create a step in the workflow that resolves the Product Module's service from the container to use its methods: - ```ts highlights={highlights} -import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" +export default async function myCustomJob() { + console.log("I'll be executed three times only.") +} -export const countProductsStep = createStep( - "count-products", - async ({ }, { container }) => { - const productModuleService = container.resolve("product") - - const [,count] = await productModuleService.listAndCountProducts() - - return new StepResponse(count) - } -) +export const config = { + name: "hello-world", + // execute every minute + schedule: "* * * * *", + numberOfExecutions: 3, +} ``` -Your workflow can use services of both custom and commerce modules, supporting you in building custom flows without having to re-build core commerce features. +The above scheduled job has the `numberOfExecutions` configuration set to `3`. + +So, it'll only execute 3 times, each every minute, then it won't be executed anymore. + +If you restart the Medusa application, the scheduled job will be executed again until reaching the number of executions specified. # Module Container @@ -13431,105 +13185,79 @@ export default async function helloWorldLoader({ ``` -# Module Isolation +# Commerce Modules -In this chapter, you'll learn how modules are isolated, and what that means for your custom development. +In this chapter, you'll learn about Medusa's commerce modules. -- Modules can't access resources, such as services or data models, from other modules. -- Use Medusa's linking concepts, as explained in the [Module Links chapters](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md), to extend a module's data models and retrieve data across modules. +## What is a Commerce Module? -## How are Modules Isolated? +Commerce modules are built-in [modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md) of Medusa that provide core commerce logic specific to domains like Products, Orders, Customers, Fulfillment, and much more. -A module is unaware of any resources other than its own, such as services or data models. This means it can't access these resources if they're implemented in another module. +Medusa's commerce modules are used to form Medusa's default [workflows](https://docs.medusajs.com/resources/medusa-workflows-reference/index.html.md) and [APIs](https://docs.medusajs.com/api/store). For example, when you call the add to cart endpoint. the add to cart workflow runs which uses the Product Module to check if the product exists, the Inventory Module to ensure the product is available in the inventory, and the Cart Module to finally add the product to the cart. -For example, your custom module can't resolve the Product Module's main service or have direct relationships from its data model to the Product Module's data models. +You'll find the details and steps of the add-to-cart workflow in [this workflow reference](https://docs.medusajs.com/resources/references/medusa-workflows/addToCartWorkflow/index.html.md) + +The core commerce logic contained in Commerce Modules is also available directly when you are building customizations. This granular access to commerce functionality is unique and expands what's possible to build with Medusa drastically. + +### List of Medusa's Commerce Modules + +Refer to [this reference](https://docs.medusajs.com/resources/commerce-modules/index.html.md) for a full list of commerce modules in Medusa. *** -## Why are Modules Isolated +## Use Commerce Modules in Custom Flows -Some of the module isolation's benefits include: +Similar to your [custom modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), the Medusa application registers a commerce module's service in the [container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md). So, you can resolve it in your custom flows. This is useful as you build unique requirements extending core commerce features. -- Integrate your module into any Medusa application without side-effects to your setup. -- Replace existing modules with your custom implementation, if your use case is drastically different. -- Use modules in other environments, such as Edge functions and Next.js apps. +For example, consider you have a [workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md) (a special function that performs a task in a series of steps with rollback mechanism) that needs a step to retrieve the total number of products. You can create a step in the workflow that resolves the Product Module's service from the container to use its methods: -*** +```ts highlights={highlights} +import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" -## How to Extend Data Model of Another Module? +export const countProductsStep = createStep( + "count-products", + async ({ }, { container }) => { + const productModuleService = container.resolve("product") -To extend the data model of another module, such as the `product` data model of the Product Module, use Medusa's linking concepts as explained in the [Module Links chapters](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md). + const [,count] = await productModuleService.listAndCountProducts() -*** - -## How to Use Services of Other Modules? - -If you're building a feature that uses functionalities from different modules, use a workflow whose steps resolve the modules' services to perform these functionalities. - -Workflows ensure data consistency through their roll-back mechanism and tracking of each execution's status, steps, input, and output. - -### Example - -For example, consider you have two modules: - -1. A module that stores and manages brands in your application. -2. A module that integrates a third-party Content Management System (CMS). - -To sync brands from your application to the third-party system, create the following steps: - -```ts title="Example Steps" highlights={stepsHighlights} -const retrieveBrandsStep = createStep( - "retrieve-brands", - async (_, { container }) => { - const brandModuleService = container.resolve( - "brandModuleService" - ) - - const brands = await brandModuleService.listBrands() - - return new StepResponse(brands) - } -) - -const createBrandsInCmsStep = createStep( - "create-brands-in-cms", - async ({ brands }, { container }) => { - const cmsModuleService = container.resolve( - "cmsModuleService" - ) - - const cmsBrands = await cmsModuleService.createBrands(brands) - - return new StepResponse(cmsBrands, cmsBrands) - }, - async (brands, { container }) => { - const cmsModuleService = container.resolve( - "cmsModuleService" - ) - - await cmsModuleService.deleteBrands( - brands.map((brand) => brand.id) - ) + return new StepResponse(count) } ) ``` -The `retrieveBrandsStep` retrieves the brands from a brand module, and the `createBrandsInCmsStep` creates the brands in a third-party system using a CMS module. +Your workflow can use services of both custom and commerce modules, supporting you in building custom flows without having to re-build core commerce features. -Then, create the following workflow that uses these steps: -```ts title="Example Workflow" -export const syncBrandsWorkflow = createWorkflow( - "sync-brands", - () => { - const brands = retrieveBrandsStep() +# Architectural Modules - createBrandsInCmsStep({ brands }) - } -) -``` +In this chapter, you’ll learn about architectural modules. -You can then use this workflow in an API route, scheduled job, or other resources that use this functionality. +## What is an Architectural Module? + +An architectural module implements features and mechanisms related to the Medusa application’s architecture and infrastructure. + +Since modules are interchangeable, you have more control over Medusa’s architecture. For example, you can choose to use Memcached for event handling instead of Redis. + +*** + +## Architectural Module Types + +There are different architectural module types including: + +![Diagram illustrating how the modules connect to third-party services](https://res.cloudinary.com/dza7lstvk/image/upload/v1727095814/Medusa%20Book/architectural-modules_bj9bb9.jpg) + +- Cache Module: Defines the caching mechanism or logic to cache computational results. +- Event Module: Integrates a pub/sub service to handle subscribing to and emitting events. +- Workflow Engine Module: Integrates a service to store and track workflow executions and steps. +- File Module: Integrates a storage service to handle uploading and managing files. +- Notification Module: Integrates a third-party service or defines custom logic to send notifications to users and customers. + +*** + +## Architectural Modules List + +Refer to the [Architectural Modules reference](https://docs.medusajs.com/resources/architectural-modules/index.html.md) for a list of Medusa’s architectural modules, available modules to install, and how to create an architectural module. # Perform Database Operations in a Service @@ -13992,6 +13720,107 @@ class BlogModuleService { ``` +# Module Isolation + +In this chapter, you'll learn how modules are isolated, and what that means for your custom development. + +- Modules can't access resources, such as services or data models, from other modules. +- Use Medusa's linking concepts, as explained in the [Module Links chapters](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md), to extend a module's data models and retrieve data across modules. + +## How are Modules Isolated? + +A module is unaware of any resources other than its own, such as services or data models. This means it can't access these resources if they're implemented in another module. + +For example, your custom module can't resolve the Product Module's main service or have direct relationships from its data model to the Product Module's data models. + +*** + +## Why are Modules Isolated + +Some of the module isolation's benefits include: + +- Integrate your module into any Medusa application without side-effects to your setup. +- Replace existing modules with your custom implementation, if your use case is drastically different. +- Use modules in other environments, such as Edge functions and Next.js apps. + +*** + +## How to Extend Data Model of Another Module? + +To extend the data model of another module, such as the `product` data model of the Product Module, use Medusa's linking concepts as explained in the [Module Links chapters](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md). + +*** + +## How to Use Services of Other Modules? + +If you're building a feature that uses functionalities from different modules, use a workflow whose steps resolve the modules' services to perform these functionalities. + +Workflows ensure data consistency through their roll-back mechanism and tracking of each execution's status, steps, input, and output. + +### Example + +For example, consider you have two modules: + +1. A module that stores and manages brands in your application. +2. A module that integrates a third-party Content Management System (CMS). + +To sync brands from your application to the third-party system, create the following steps: + +```ts title="Example Steps" highlights={stepsHighlights} +const retrieveBrandsStep = createStep( + "retrieve-brands", + async (_, { container }) => { + const brandModuleService = container.resolve( + "brandModuleService" + ) + + const brands = await brandModuleService.listBrands() + + return new StepResponse(brands) + } +) + +const createBrandsInCmsStep = createStep( + "create-brands-in-cms", + async ({ brands }, { container }) => { + const cmsModuleService = container.resolve( + "cmsModuleService" + ) + + const cmsBrands = await cmsModuleService.createBrands(brands) + + return new StepResponse(cmsBrands, cmsBrands) + }, + async (brands, { container }) => { + const cmsModuleService = container.resolve( + "cmsModuleService" + ) + + await cmsModuleService.deleteBrands( + brands.map((brand) => brand.id) + ) + } +) +``` + +The `retrieveBrandsStep` retrieves the brands from a brand module, and the `createBrandsInCmsStep` creates the brands in a third-party system using a CMS module. + +Then, create the following workflow that uses these steps: + +```ts title="Example Workflow" +export const syncBrandsWorkflow = createWorkflow( + "sync-brands", + () => { + const brands = retrieveBrandsStep() + + createBrandsInCmsStep({ brands }) + } +) +``` + +You can then use this workflow in an API route, scheduled job, or other resources that use this functionality. + + # Loaders In this chapter, you’ll learn about loaders and how to use them. @@ -14390,44 +14219,6 @@ The `configModule` has a `modules` property that includes all registered modules If its value is not a `boolean`, set the service's options to the module configuration's `options` property. -# Service Constraints - -This chapter lists constraints to keep in mind when creating a service. - -## Use Async Methods - -Medusa wraps service method executions to inject useful context or transactions. However, since Medusa can't detect whether the method is asynchronous, it always executes methods in the wrapper with the `await` keyword. - -For example, if you have a synchronous `getMessage` method, and you use it in other resources like workflows, Medusa executes it as an async method: - -```ts -await blogModuleService.getMessage() -``` - -So, make sure your service's methods are always async to avoid unexpected errors or behavior. - -```ts highlights={[["8", "", "Method must be async."], ["13", "async", "Correct way of defining the method."]]} -import { MedusaService } from "@medusajs/framework/utils" -import Post from "./models/post" - -class BlogModuleService extends MedusaService({ - Post, -}){ - // Don't - getMessage(): string { - return "Hello, World!" - } - - // Do - async getMessage(): Promise { - return "Hello, World!" - } -} - -export default BlogModuleService -``` - - # Module Options In this chapter, you’ll learn about passing options to your module from the Medusa application’s configurations and using them in the module’s resources. @@ -14593,6 +14384,126 @@ export default Module(BLOG_MODULE, { Now, when the Medusa application starts, the loader will run, validating the module's options and throwing an error if the `apiKey` option is missing. +# Write Integration Tests + +In this chapter, you'll learn about `medusaIntegrationTestRunner` from Medusa's Testing Framework and how to use it to write integration tests. + +### Prerequisites + +- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) + +## medusaIntegrationTestRunner Utility + +The `medusaIntegrationTestRunner` is from Medusa's Testing Framework and it's used to create integration tests in your Medusa project. It runs a full Medusa application, allowing you test API routes, workflows, or other customizations. + +For example: + +```ts title="integration-tests/http/test.spec.ts" highlights={highlights} +import { medusaIntegrationTestRunner } from "@medusajs/test-utils" + +medusaIntegrationTestRunner({ + testSuite: ({ api, getContainer }) => { + // TODO write tests... + }, +}) + +jest.setTimeout(60 * 1000) +``` + +The `medusaIntegrationTestRunner` function accepts an object as a parameter. The object has a required property `testSuite`. + +`testSuite`'s value is a function that defines the tests to run. The function accepts as a parameter an object that has the following properties: + +- `api`: a set of utility methods used to send requests to the Medusa application. It has the following methods: + - `get`: Send a `GET` request to an API route. + - `post`: Send a `POST` request to an API route. + - `delete`: Send a `DELETE` request to an API route. +- `getContainer`: a function that retrieves the Medusa Container. Use the `getContainer().resolve` method to resolve resources from the Medusa Container. + +The tests in the `testSuite` function are written using [Jest](https://jestjs.io/). + +### Jest Timeout + +Since your tests connect to the database and perform actions that require more time than the typical tests, make sure to increase the timeout in your test: + +```ts title="integration-tests/http/test.spec.ts" +// in your test's file +jest.setTimeout(60 * 1000) +``` + +*** + +### Run Tests + +Run the following command to run your tests: + +```bash npm2yarn +npm run test:integration +``` + +If you don't have a `test:integration` script in `package.json`, refer to the [Medusa Testing Tools chapter](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools#add-test-commands/index.html.md). + +This runs your Medusa application and runs the tests available under the `src/integrations/http` directory. + +*** + +## Other Options and Inputs + +Refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/medusaIntegrationTestRunner/index.html.md) for other available parameter options and inputs of the `testSuite` function. + +*** + +## Database Used in Tests + +The `medusaIntegrationTestRunner` function creates a database with a random name before running the tests. Then, it drops that database after all the tests end. + +To manage that database, such as changing its name or perform operations on it in your tests, refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/medusaIntegrationTestRunner/index.html.md). + +*** + +## Example Integration Tests + +The next chapters provide examples of writing integration tests for API routes and workflows. + + +# Service Constraints + +This chapter lists constraints to keep in mind when creating a service. + +## Use Async Methods + +Medusa wraps service method executions to inject useful context or transactions. However, since Medusa can't detect whether the method is asynchronous, it always executes methods in the wrapper with the `await` keyword. + +For example, if you have a synchronous `getMessage` method, and you use it in other resources like workflows, Medusa executes it as an async method: + +```ts +await blogModuleService.getMessage() +``` + +So, make sure your service's methods are always async to avoid unexpected errors or behavior. + +```ts highlights={[["8", "", "Method must be async."], ["13", "async", "Correct way of defining the method."]]} +import { MedusaService } from "@medusajs/framework/utils" +import Post from "./models/post" + +class BlogModuleService extends MedusaService({ + Post, +}){ + // Don't + getMessage(): string { + return "Hello, World!" + } + + // Do + async getMessage(): Promise { + return "Hello, World!" + } +} + +export default BlogModuleService +``` + + # Service Factory In this chapter, you’ll learn about what the service factory is and how to use it. @@ -14768,392 +14679,168 @@ export default BlogModuleService ``` -# Scheduled Jobs Number of Executions +# Access Workflow Errors -In this chapter, you'll learn how to set a limit on the number of times a scheduled job is executed. +In this chapter, you’ll learn how to access errors that occur during a workflow’s execution. -## numberOfExecutions Option +## How to Access Workflow Errors? -The export configuration object of the scheduled job accepts an optional property `numberOfExecutions`. Its value is a number indicating how many times the scheduled job can be executed during the Medusa application's runtime. +By default, when an error occurs in a workflow, it throws that error, and the execution stops. + +You can configure the workflow to return the errors instead so that you can access and handle them differently. For example: -```ts highlights={highlights} -export default async function myCustomJob() { - console.log("I'll be executed three times only.") +```ts title="src/api/workflows/route.ts" highlights={highlights} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import myWorkflow from "../../../workflows/hello-world" + +export async function GET( + req: MedusaRequest, + res: MedusaResponse +) { + const { result, errors } = await myWorkflow(req.scope) + .run({ + // ... + throwOnError: false, + }) + + if (errors.length) { + return res.send({ + errors: errors.map((error) => error.error), + }) + } + + res.send(result) } -export const config = { - name: "hello-world", - // execute every minute - schedule: "* * * * *", - numberOfExecutions: 3, -} ``` -The above scheduled job has the `numberOfExecutions` configuration set to `3`. +The object passed to the `run` method accepts a `throwOnError` property. When disabled, the errors are returned in the `errors` property of `run`'s output. -So, it'll only execute 3 times, each every minute, then it won't be executed anymore. - -If you restart the Medusa application, the scheduled job will be executed again until reaching the number of executions specified. +The value of `errors` is an array of error objects. Each object has an `error` property, whose value is the name or text of the thrown error. -# Docs Contribution Guidelines +# Write Tests for Modules -Thank you for your interest in contributing to the documentation! You will be helping the open source community and other developers interested in learning more about Medusa and using it. +In this chapter, you'll learn about `moduleIntegrationTestRunner` from Medusa's Testing Framework and how to use it to write integration tests for a module's main service. -This guide is specific to contributing to the documentation. If you’re interested in contributing to Medusa’s codebase, check out the [contributing guidelines in the Medusa GitHub repository](https://github.com/medusajs/medusa/blob/develop/CONTRIBUTING.md). +### Prerequisites -## What Can You Contribute? +- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) -You can contribute to the Medusa documentation in the following ways: +## moduleIntegrationTestRunner Utility -- Fixes to existing content. This includes small fixes like typos, or adding missing information. -- Additions to the documentation. If you think a documentation page can be useful to other developers, you can contribute by adding it. - - Make sure to open an issue first in the [medusa repository](https://github.com/medusajs/medusa) to confirm that you can add that documentation page. -- Fixes to UI components and tooling. If you find a bug while browsing the documentation, you can contribute by fixing it. +`moduleIntegrationTestRunner` creates integration tests for a module. The integration tests run on a test Medusa application with only the specified module enabled. + +For example, assuming you have a `blog` module, create a test file at `src/modules/blog/__tests__/service.spec.ts`: + +```ts title="src/modules/blog/__tests__/service.spec.ts" +import { moduleIntegrationTestRunner } from "@medusajs/test-utils" +import { BLOG_MODULE } from ".." +import BlogModuleService from "../service" +import Post from "../models/post" + +moduleIntegrationTestRunner({ + moduleName: BLOG_MODULE, + moduleModels: [Post], + resolve: "./src/modules/blog", + testSuite: ({ service }) => { + // TODO write tests + }, +}) + +jest.setTimeout(60 * 1000) +``` + +The `moduleIntegrationTestRunner` function accepts as a parameter an object with the following properties: + +- `moduleName`: The name of the module. +- `moduleModels`: An array of models in the module. Refer to [this section](#write-tests-for-modules-without-data-models) if your module doesn't have data models. +- `resolve`: The path to the module's directory. +- `testSuite`: A function that defines the tests to run. + +The `testSuite` function accepts as a parameter an object having the `service` property, which is an instance of the module's main service. + +The type argument provided to the `moduleIntegrationTestRunner` function is used as the type of the `service` property. + +The tests in the `testSuite` function are written using [Jest](https://jestjs.io/). *** -## Documentation Workspace +## Run Tests -Medusa's documentation projects are all part of the documentation yarn workspace, which you can find in the [medusa repository](https://github.com/medusajs/medusa) under the `www` directory. +Run the following command to run your module integration tests: -The workspace has the following two directories: +```bash npm2yarn +npm run test:integration:modules +``` -- `apps`: this directory holds the different documentation websites and projects. - - `book`: includes the codebase for the [main Medusa documentation](https://docs.medusajs.com//index.html.md). It's built with [Next.js 15](https://nextjs.org/). - - `resources`: includes the codebase for the resources documentation, which powers different sections of the docs such as the [Integrations](https://docs.medusajs.com/resources/integrations/index.html.md) or [How-to & Tutorials](https://docs.medusajs.com/resources/how-to-tutorials/index.html.md) sections. It's built with [Next.js 15](https://nextjs.org/). - - `api-reference`: includes the codebase for the API reference website. It's built with [Next.js 15](https://nextjs.org/). - - `ui`: includes the codebase for the Medusa UI documentation website. It's built with [Next.js 15](https://nextjs.org/). -- `packages`: this directory holds the shared packages and components necessary for the development of the projects in the `apps` directory. - - `docs-ui` includes the shared React components between the different apps. - - `remark-rehype-plugins` includes Remark and Rehype plugins used by the documentation projects. +If you don't have a `test:integration:modules` script in `package.json`, refer to the [Medusa Testing Tools chapter](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools#add-test-commands/index.html.md). + +This runs your Medusa application and runs the tests available in any `__tests__` directory under the `src/modules` directory. *** -## Documentation Content +## Pass Module Options -All documentation projects are built with Next.js. The content is writtin in MDX files. - -### Medusa Main Docs Content - -The content of the Medusa main docs are under the `www/apps/book/app` directory. - -### Medusa Resources Content - -The content of all pages under the `/resources` path are under the `www/apps/resources/app` directory. - -Documentation pages under the `www/apps/resources/references` directory are generated automatically from the source code under the `packages/medusa` directory. So, you can't directly make changes to them. Instead, you'll have to make changes to the comments in the original source code. - -### API Reference - -The API reference's content is split into two types: - -1. Static content, which are the content related to getting started, expanding fields, and more. These are located in the `www/apps/api-reference/markdown` directory. They are MDX files. -2. OpenAPI specs that are shown to developers when checking the reference of an API Route. These are generated from OpenApi Spec comments, which are under the `www/utils/generated/oas-output` directory. - -### Medusa UI Documentation - -The content of the Medusa UI documentation are located under the `www/apps/ui/src/content/docs` directory. They are MDX files. - -The UI documentation also shows code examples, which are under the `www/apps/ui/src/examples` directory. - -The UI component props are generated from the source code and placed into the `www/apps/ui/src/specs` directory. To contribute to these props and their comments, check the comments in the source code under the `packages/design-system/ui` directory. - -*** - -## Style Guide - -When you contribute to the documentation content, make sure to follow the [documentation style guide](https://www.notion.so/Style-Guide-Docs-fad86dd1c5f84b48b145e959f36628e0). - -*** - -## How to Contribute - -If you’re fixing errors in an existing documentation page, you can scroll down to the end of the page and click on the “Edit this page” link. You’ll be redirected to the GitHub edit form of that page and you can make edits directly and submit a pull request (PR). - -If you’re adding a new page or contributing to the codebase, fork the repository, create a new branch, and make all changes necessary in your repository. Then, once you’re done, create a PR in the Medusa repository. - -### Base Branch - -When you make an edit to an existing documentation page or fork the repository to make changes to the documentation, create a new branch. - -Documentation contributions always use `develop` as the base branch. Make sure to also open your PR against the `develop` branch. - -### Branch Name - -Make sure that the branch name starts with `docs/`. For example, `docs/fix-services`. Vercel deployed previews are only triggered for branches starting with `docs/`. - -### Pull Request Conventions - -When you create a pull request, prefix the title with `docs:` or `docs(PROJECT_NAME):`, where `PROJECT_NAME` is the name of the documentation project this pull request pertains to. For example, `docs(ui): fix titles`. - -In the body of the PR, explain clearly what the PR does. If the PR solves an issue, use [closing keywords](https://docs.github.com/en/issues/tracking-your-work-with-issues/linking-a-pull-request-to-an-issue#linking-a-pull-request-to-an-issue-using-a-keyword) with the issue number. For example, “Closes #1333”. - -*** - -## Images - -If you are adding images to a documentation page, you can host the image on [Imgur](https://imgur.com) for free to include it in the PR. Our team will later upload it to our image hosting. - -*** - -## NPM and Yarn Code Blocks - -If you’re adding code blocks that use NPM and Yarn, you must add the `npm2yarn` meta field. +If your module accepts options, you can set them using the `moduleOptions` property of the `moduleIntegrationTestRunner`'s parameter. For example: -````md -```bash npm2yarn -npm run start -``` -```` +```ts +import { moduleIntegrationTestRunner } from "@medusajs/test-utils" +import BlogModuleService from "../service" -The code snippet must be written using NPM. - -### Global Option - -When a command uses the global option `-g`, add it at the end of the NPM command to ensure that it’s transformed to a Yarn command properly. For example: - -```bash npm2yarn -npm install @medusajs/cli -g -``` - -*** - -## Linting with Vale - -Medusa uses [Vale](https://vale.sh/) to lint documentation pages and perform checks on incoming PRs into the repository. - -### Result of Vale PR Checks - -You can check the result of running the "lint" action on your PR by clicking the Details link next to it. You can find there all errors that you need to fix. - -### Run Vale Locally - -If you want to check your work locally, you can do that by: - -1. [Installing Vale](https://vale.sh/docs/vale-cli/installation/) on your machine. -2. Changing to the `www/vale` directory: - -```bash -cd www/vale -``` - -3\. Running the `run-vale` script: - -```bash -# to lint content for the main documentation -./run-vale.sh book/app/learn error resources -# to lint content for the resources documentation -./run-vale.sh resources/app error -# to lint content for the API reference -./run-vale.sh api-reference/markdown error -# to lint content for the Medusa UI documentation -./run-vale.sh ui/src/content/docs error -# to lint content for the user guide -./run-vale.sh user-guide/app error -``` - -{/* TODO need to enable MDX v1 comments first. */} - -{/* ### Linter Exceptions - -If it's needed to break some style guide rules in a document, you can wrap the parts that the linter shouldn't scan with the following comments in the `md` or `mdx` files: - -```md - - -content that shouldn't be scanned for errors here... - - -``` - -You can also disable specific rules. For example: - -```md - - -Medusa supports Node versions 14 and 16. - - -``` - -If you use this in your PR, you must justify its usage. */} - -*** - -## Linting with ESLint - -Medusa uses ESlint to lint code blocks both in the content and the code base of the documentation apps. - -### Linting Content with ESLint - -Each PR runs through a check that lints the code in the content files using ESLint. The action's name is `content-eslint`. - -If you want to check content ESLint errors locally and fix them, you can do that by: - -1\. Install the dependencies in the `www` directory: - -```bash -yarn install -``` - -2\. Run the turbo command in the `www` directory: - -```bash -turbo run lint:content -``` - -This will fix any fixable errors, and show errors that require your action. - -### Linting Code with ESLint - -Each PR runs through a check that lints the code in the content files using ESLint. The action's name is `code-docs-eslint`. - -If you want to check code ESLint errors locally and fix them, you can do that by: - -1\. Install the dependencies in the `www` directory: - -```bash -yarn install -``` - -2\. Run the turbo command in the `www` directory: - -```bash -yarn lint -``` - -This will fix any fixable errors, and show errors that require your action. - -{/* TODO need to enable MDX v1 comments first. */} - -{/* ### ESLint Exceptions - -If some code blocks have errors that can't or shouldn't be fixed, you can add the following command before the code block: - -~~~md - - -```js -console.log("This block isn't linted") -``` - -```js -console.log("This block is linted") -``` -~~~ - -You can also disable specific rules. For example: - -~~~md - - -```js -console.log("This block can use semicolons"); -``` - -```js -console.log("This block can't use semi colons") -``` -~~~ */} - - -# Translate Medusa Admin - -The Medusa Admin supports multiple languages, with the default being English. In this documentation, you'll learn how to contribute to the community by translating the Medusa Admin to a language you're fluent in. - -{/* vale docs.We = NO */} - -You can contribute either by translating the admin to a new language, or fixing translations for existing languages. As we can't validate every language's translations, some translations may be incorrect. Your contribution is welcome to fix any translation errors you find. - -{/* vale docs.We = YES */} - -Check out the translated languages either in the admin dashboard's settings or on [GitHub](https://github.com/medusajs/medusa/blob/develop/packages/admin/dashboard/src/i18n/languages.ts). - -*** - -## How to Contribute Translation - -1. Clone the [Medusa monorepository](https://github.com/medusajs/medusa) to your local machine: - -```bash -git clone https://github.com/medusajs/medusa.git -``` - -If you already have it cloned, make sure to pull the latest changes from the `develop` branch. - -2. Install the monorepository's dependencies. Since it's a Yarn workspace, it's highly recommended to use yarn: - -```bash -yarn install -``` - -3. Create a branch that you'll use to open the pull request later: - -```bash -git checkout -b feat/translate- -``` - -Where `` is your language name. For example, `feat/translate-da`. - -4. Translation files are under `packages/admin/dashboard/src/i18n/translations` as JSON files whose names are the ISO-2 name of the language. - - If you're adding a new language, copy the file `packages/admin/dashboard/src/i18n/translations/en.json` and paste it with the ISO-2 name for your language. For example, if you're adding Danish translations, copy the `en.json` file and paste it as `packages/admin/dashboard/src/i18n/translations/de.json`. - - If you're fixing a translation, find the JSON file of the language under `packages/admin/dashboard/src/i18n/translations`. - -5. Start translating the keys in the JSON file (or updating the targeted ones). All keys in the JSON file must be translated, and your PR tests will fail otherwise. - - You can check whether the JSON file is valid by running the following command in `packages/admin/dashboard`, replacing `da.json` with the JSON file's name: - -```bash title="packages/admin/dashboard" -yarn i18n:validate da.json -``` - -6. After finishing the translation, if you're adding a new language, import its JSON file in `packages/admin/dashboard/src/i18n/translations/index.ts` and add it to the exported object: - -```ts title="packages/admin/dashboard/src/i18n/translations/index.ts" highlights={[["2"], ["6"], ["7"], ["8"]]} -// other imports... -import da from "./da.json" - -export default { - // other languages... - da: { - translation: da, +moduleIntegrationTestRunner({ + moduleOptions: { + apiKey: "123", }, -} + // ... +}) ``` -The language's key in the object is the ISO-2 name of the language. +*** -7. If you're adding a new language, add it to the file `packages/admin/dashboard/src/i18n/languages.ts`: +## Write Tests for Modules without Data Models -```ts title="packages/admin/dashboard/src/i18n/languages.ts" highlights={languageHighlights} -import { da } from "date-fns/locale" -// other imports... +If your module doesn't have a data model, pass a dummy model in the `moduleModels` property. -export const languages: Language[] = [ - // other languages... - { - code: "da", - display_name: "Danish", - ltr: true, - date_locale: da, - }, -] +For example: + +```ts +import { moduleIntegrationTestRunner } from "@medusajs/test-utils" +import BlogModuleService from "../service" +import { model } from "@medusajs/framework/utils" + +const DummyModel = model.define("dummy_model", { + id: model.id().primaryKey(), +}) + +moduleIntegrationTestRunner({ + moduleModels: [DummyModel], + // ... +}) + +jest.setTimeout(60 * 1000) ``` -`languages` is an array having the following properties: +*** -- `code`: The ISO-2 name of the language. For example, `da` for Danish. -- `display_name`: The language's name to be displayed in the admin. -- `ltr`: Whether the language supports a left-to-right layout. For example, set this to `false` for languages like Arabic. -- `date_locale`: An instance of the locale imported from the [date-fns/locale](https://date-fns.org/) package. +### Other Options and Inputs -8. Once you're done, push the changes into your branch and open a pull request on GitHub. +Refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/moduleIntegrationTestRunner/index.html.md) for other available parameter options and inputs of the `testSuite` function. -Our team will perform a general review on your PR and merge it if no issues are found. The translation will be available in the admin after the next release. +*** + +## Database Used in Tests + +The `moduleIntegrationTestRunner` function creates a database with a random name before running the tests. Then, it drops that database after all the tests end. + +To manage that database, such as changing its name or perform operations on it in your tests, refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/moduleIntegrationTestRunner/index.html.md). # Expose a Workflow Hook @@ -15225,19 +14912,92 @@ The hook is available on the workflow's `hooks` property using its name `product You invoke the hook, passing a step function (the hook handler) as a parameter. -# Access Workflow Errors +# Compensation Function -In this chapter, you’ll learn how to access errors that occur during a workflow’s execution. +In this chapter, you'll learn what a compensation function is and how to add it to a step. -## How to Access Workflow Errors? +## What is a Compensation Function -By default, when an error occurs in a workflow, it throws that error, and the execution stops. +A compensation function rolls back or undoes changes made by a step when an error occurs in the workflow. -You can configure the workflow to return the errors instead so that you can access and handle them differently. +For example, if a step creates a record, the compensation function deletes the record when an error occurs later in the workflow. -For example: +By using compensation functions, you provide a mechanism that guarantees data consistency in your application and across systems. -```ts title="src/api/workflows/route.ts" highlights={highlights} collapsibleLines="1-6" expandButtonLabel="Show Imports" +*** + +## How to add a Compensation Function? + +A compensation function is passed as a second parameter to the `createStep` function. + +For example, create the file `src/workflows/hello-world.ts` with the following content: + +```ts title="src/workflows/hello-world.ts" highlights={[["15"], ["16"], ["17"]]} collapsibleLines="1-5" expandButtonLabel="Show Imports" +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" + +const step1 = createStep( + "step-1", + async () => { + const message = `Hello from step one!` + + console.log(message) + + return new StepResponse(message) + }, + async () => { + console.log("Oops! Rolling back my changes...") + } +) +``` + +Each step can have a compensation function. The compensation function only runs if an error occurs throughout the workflow. + +*** + +## Test the Compensation Function + +Create a step in the same `src/workflows/hello-world.ts` file that throws an error: + +```ts title="src/workflows/hello-world.ts" +const step2 = createStep( + "step-2", + async () => { + throw new Error("Throwing an error...") + } +) +``` + +Then, create a workflow that uses the steps: + +```ts title="src/workflows/hello-world.ts" collapsibleLines="1-8" expandButtonLabel="Show Imports" +import { + createWorkflow, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" +// other imports... + +// steps... + +const myWorkflow = createWorkflow( + "hello-world", + function (input) { + const str1 = step1() + step2() + + return new WorkflowResponse({ + message: str1, + }) +}) + +export default myWorkflow +``` + +Finally, execute the workflow from an API route: + +```ts title="src/api/workflow/route.ts" collapsibleLines="1-6" expandButtonLabel="Show Imports" import type { MedusaRequest, MedusaResponse, @@ -15248,26 +15008,162 @@ export async function GET( req: MedusaRequest, res: MedusaResponse ) { - const { result, errors } = await myWorkflow(req.scope) - .run({ - // ... - throwOnError: false, - }) - - if (errors.length) { - return res.send({ - errors: errors.map((error) => error.error), - }) - } + const { result } = await myWorkflow(req.scope) + .run() res.send(result) } - ``` -The object passed to the `run` method accepts a `throwOnError` property. When disabled, the errors are returned in the `errors` property of `run`'s output. +Run the Medusa application and send a `GET` request to `/workflow`: -The value of `errors` is an array of error objects. Each object has an `error` property, whose value is the name or text of the thrown error. +```bash +curl http://localhost:9000/workflow +``` + +In the console, you'll see: + +- `Hello from step one!` logged in the terminal, indicating that the first step ran successfully. +- `Oops! Rolling back my changes...` logged in the terminal, indicating that the second step failed and the compensation function of the first step ran consequently. + +*** + +## Pass Input to Compensation Function + +If a step creates a record, the compensation function must receive the ID of the record to remove it. + +To pass input to the compensation function, pass a second parameter in the `StepResponse` returned by the step. + +For example: + +```ts highlights={inputHighlights} +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" + +const step1 = createStep( + "step-1", + async () => { + return new StepResponse( + `Hello from step one!`, + { message: "Oops! Rolling back my changes..." } + ) + }, + async ({ message }) => { + console.log(message) + } +) +``` + +In this example, the step passes an object as a second parameter to `StepResponse`. + +The compensation function receives the object and uses its `message` property to log a message. + +*** + +## Resolve Resources from the Medusa Container + +The compensation function receives an object second parameter. The object has a `container` property that you use to resolve resources from the Medusa container. + +For example: + +```ts +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { ContainerRegistrationKeys } from "@medusajs/framework/utils" + +const step1 = createStep( + "step-1", + async () => { + return new StepResponse( + `Hello from step one!`, + { message: "Oops! Rolling back my changes..." } + ) + }, + async ({ message }, { container }) => { + const logger = container.resolve( + ContainerRegistrationKeys.LOGGER + ) + + logger.info(message) + } +) +``` + +In this example, you use the `container` property in the second object parameter of the compensation function to resolve the logger. + +You then use the logger to log a message. + +*** + +## Handle Errors in Loops + +This feature is only available after [Medusa v2.0.5](https://github.com/medusajs/medusa/releases/tag/v2.0.5). + +Consider you have a module that integrates a third-party ERP system, and you're creating a workflow that deletes items in that ERP. You may have the following step: + +```ts +// other imports... +import { promiseAll } from "@medusajs/framework/utils" + +type StepInput = { + ids: string[] +} + +const step1 = createStep( + "step-1", + async ({ ids }: StepInput, { container }) => { + const erpModuleService = container.resolve( + ERP_MODULE + ) + const prevData: unknown[] = [] + + await promiseAll( + ids.map(async (id) => { + const data = await erpModuleService.retrieve(id) + + await erpModuleService.delete(id) + + prevData.push(id) + }) + ) + + return new StepResponse(ids, prevData) + } +) +``` + +In the step, you loop over the IDs to retrieve the item's data, store them in a `prevData` variable, then delete them using the ERP Module's service. You then pass the `prevData` variable to the compensation function. + +However, if an error occurs in the loop, the `prevData` variable won't be passed to the compensation function as the execution never reached the return statement. + +To handle errors in the loop so that the compensation function receives the last version of `prevData` before the error occurred, you wrap the loop in a try-catch block. Then, in the catch block, you invoke and return the `StepResponse.permanentFailure` function: + +```ts highlights={highlights} +try { + await promiseAll( + ids.map(async (id) => { + const data = await erpModuleService.retrieve(id) + + await erpModuleService.delete(id) + + prevData.push(id) + }) + ) +} catch (e) { + return StepResponse.permanentFailure( + `An error occurred: ${e}`, + prevData + ) +} +``` + +The `StepResponse.permanentFailure` fails the step and its workflow, triggering current and previous steps' compensation functions. The `permanentFailure` function accepts as a first parameter the error message, which is saved in the workflow's error details, and as a second parameter the data to pass to the compensation function. + +So, if an error occurs during the loop, the compensation function will still receive the `prevData` variable to undo the changes made before the step failed. # Conditions in Workflows with When-Then @@ -15777,390 +15673,6 @@ const step1 = createStep( ``` -# Execute Another Workflow - -In this chapter, you'll learn how to execute a workflow in another. - -## Execute in a Workflow - -To execute a workflow in another, use the `runAsStep` method that every workflow has. - -For example: - -```ts highlights={workflowsHighlights} collapsibleLines="1-7" expandMoreButton="Show Imports" -import { - createWorkflow, -} from "@medusajs/framework/workflows-sdk" -import { - createProductsWorkflow, -} from "@medusajs/medusa/core-flows" - -const workflow = createWorkflow( - "hello-world", - async (input) => { - const products = createProductsWorkflow.runAsStep({ - input: { - products: [ - // ... - ], - }, - }) - - // ... - } -) -``` - -Instead of invoking the workflow and passing it the container, you use its `runAsStep` method and pass it an object as a parameter. - -The object has an `input` property to pass input to the workflow. - -*** - -## Preparing Input Data - -If you need to perform some data manipulation to prepare the other workflow's input data, use `transform` from the Workflows SDK. - -Learn about transform in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md). - -For example: - -```ts highlights={transformHighlights} collapsibleLines="1-12" -import { - createWorkflow, - transform, -} from "@medusajs/framework/workflows-sdk" -import { - createProductsWorkflow, -} from "@medusajs/medusa/core-flows" - -type WorkflowInput = { - title: string -} - -const workflow = createWorkflow( - "hello-product", - async (input: WorkflowInput) => { - const createProductsData = transform({ - input, - }, (data) => [ - { - title: `Hello ${data.input.title}`, - }, - ]) - - const products = createProductsWorkflow.runAsStep({ - input: { - products: createProductsData, - }, - }) - - // ... - } -) -``` - -In this example, you use the `transform` function to prepend `Hello` to the title of the product. Then, you pass the result as an input to the `createProductsWorkflow`. - -*** - -## Run Workflow Conditionally - -To run a workflow in another based on a condition, use when-then from the Workflows SDK. - -Learn about when-then in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/conditions/index.html.md). - -For example: - -```ts highlights={whenHighlights} collapsibleLines="1-16" -import { - createWorkflow, - when, -} from "@medusajs/framework/workflows-sdk" -import { - createProductsWorkflow, -} from "@medusajs/medusa/core-flows" -import { - CreateProductWorkflowInputDTO, -} from "@medusajs/framework/types" - -type WorkflowInput = { - product?: CreateProductWorkflowInputDTO - should_create?: boolean -} - -const workflow = createWorkflow( - "hello-product", - async (input: WorkflowInput) => { - const product = when(input, ({ should_create }) => should_create) - .then(() => { - return createProductsWorkflow.runAsStep({ - input: { - products: [input.product], - }, - }) - }) - } -) -``` - -In this example, you use when-then to run the `createProductsWorkflow` only if `should_create` (passed in the `input`) is enabled. - - -# Compensation Function - -In this chapter, you'll learn what a compensation function is and how to add it to a step. - -## What is a Compensation Function - -A compensation function rolls back or undoes changes made by a step when an error occurs in the workflow. - -For example, if a step creates a record, the compensation function deletes the record when an error occurs later in the workflow. - -By using compensation functions, you provide a mechanism that guarantees data consistency in your application and across systems. - -*** - -## How to add a Compensation Function? - -A compensation function is passed as a second parameter to the `createStep` function. - -For example, create the file `src/workflows/hello-world.ts` with the following content: - -```ts title="src/workflows/hello-world.ts" highlights={[["15"], ["16"], ["17"]]} collapsibleLines="1-5" expandButtonLabel="Show Imports" -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" - -const step1 = createStep( - "step-1", - async () => { - const message = `Hello from step one!` - - console.log(message) - - return new StepResponse(message) - }, - async () => { - console.log("Oops! Rolling back my changes...") - } -) -``` - -Each step can have a compensation function. The compensation function only runs if an error occurs throughout the workflow. - -*** - -## Test the Compensation Function - -Create a step in the same `src/workflows/hello-world.ts` file that throws an error: - -```ts title="src/workflows/hello-world.ts" -const step2 = createStep( - "step-2", - async () => { - throw new Error("Throwing an error...") - } -) -``` - -Then, create a workflow that uses the steps: - -```ts title="src/workflows/hello-world.ts" collapsibleLines="1-8" expandButtonLabel="Show Imports" -import { - createWorkflow, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" -// other imports... - -// steps... - -const myWorkflow = createWorkflow( - "hello-world", - function (input) { - const str1 = step1() - step2() - - return new WorkflowResponse({ - message: str1, - }) -}) - -export default myWorkflow -``` - -Finally, execute the workflow from an API route: - -```ts title="src/api/workflow/route.ts" collapsibleLines="1-6" expandButtonLabel="Show Imports" -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import myWorkflow from "../../../workflows/hello-world" - -export async function GET( - req: MedusaRequest, - res: MedusaResponse -) { - const { result } = await myWorkflow(req.scope) - .run() - - res.send(result) -} -``` - -Run the Medusa application and send a `GET` request to `/workflow`: - -```bash -curl http://localhost:9000/workflow -``` - -In the console, you'll see: - -- `Hello from step one!` logged in the terminal, indicating that the first step ran successfully. -- `Oops! Rolling back my changes...` logged in the terminal, indicating that the second step failed and the compensation function of the first step ran consequently. - -*** - -## Pass Input to Compensation Function - -If a step creates a record, the compensation function must receive the ID of the record to remove it. - -To pass input to the compensation function, pass a second parameter in the `StepResponse` returned by the step. - -For example: - -```ts highlights={inputHighlights} -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" - -const step1 = createStep( - "step-1", - async () => { - return new StepResponse( - `Hello from step one!`, - { message: "Oops! Rolling back my changes..." } - ) - }, - async ({ message }) => { - console.log(message) - } -) -``` - -In this example, the step passes an object as a second parameter to `StepResponse`. - -The compensation function receives the object and uses its `message` property to log a message. - -*** - -## Resolve Resources from the Medusa Container - -The compensation function receives an object second parameter. The object has a `container` property that you use to resolve resources from the Medusa container. - -For example: - -```ts -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { ContainerRegistrationKeys } from "@medusajs/framework/utils" - -const step1 = createStep( - "step-1", - async () => { - return new StepResponse( - `Hello from step one!`, - { message: "Oops! Rolling back my changes..." } - ) - }, - async ({ message }, { container }) => { - const logger = container.resolve( - ContainerRegistrationKeys.LOGGER - ) - - logger.info(message) - } -) -``` - -In this example, you use the `container` property in the second object parameter of the compensation function to resolve the logger. - -You then use the logger to log a message. - -*** - -## Handle Errors in Loops - -This feature is only available after [Medusa v2.0.5](https://github.com/medusajs/medusa/releases/tag/v2.0.5). - -Consider you have a module that integrates a third-party ERP system, and you're creating a workflow that deletes items in that ERP. You may have the following step: - -```ts -// other imports... -import { promiseAll } from "@medusajs/framework/utils" - -type StepInput = { - ids: string[] -} - -const step1 = createStep( - "step-1", - async ({ ids }: StepInput, { container }) => { - const erpModuleService = container.resolve( - ERP_MODULE - ) - const prevData: unknown[] = [] - - await promiseAll( - ids.map(async (id) => { - const data = await erpModuleService.retrieve(id) - - await erpModuleService.delete(id) - - prevData.push(id) - }) - ) - - return new StepResponse(ids, prevData) - } -) -``` - -In the step, you loop over the IDs to retrieve the item's data, store them in a `prevData` variable, then delete them using the ERP Module's service. You then pass the `prevData` variable to the compensation function. - -However, if an error occurs in the loop, the `prevData` variable won't be passed to the compensation function as the execution never reached the return statement. - -To handle errors in the loop so that the compensation function receives the last version of `prevData` before the error occurred, you wrap the loop in a try-catch block. Then, in the catch block, you invoke and return the `StepResponse.permanentFailure` function: - -```ts highlights={highlights} -try { - await promiseAll( - ids.map(async (id) => { - const data = await erpModuleService.retrieve(id) - - await erpModuleService.delete(id) - - prevData.push(id) - }) - ) -} catch (e) { - return StepResponse.permanentFailure( - `An error occurred: ${e}`, - prevData - ) -} -``` - -The `StepResponse.permanentFailure` fails the step and its workflow, triggering current and previous steps' compensation functions. The `permanentFailure` function accepts as a first parameter the error message, which is saved in the workflow's error details, and as a second parameter the data to pass to the compensation function. - -So, if an error occurs during the loop, the compensation function will still receive the `prevData` variable to undo the changes made before the step failed. - - # Long-Running Workflows In this chapter, you’ll learn what a long-running workflow is and how to configure it. @@ -16456,59 +15968,6 @@ To find a full example of a long-running workflow, refer to the [restaurant-deli In the recipe, you use a long-running workflow that moves an order from placed to completed. The workflow waits for the restaurant to accept the order, the driver to pick up the order, and other external actions. -# Run Workflow Steps in Parallel - -In this chapter, you’ll learn how to run workflow steps in parallel. - -## parallelize Utility Function - -If your workflow has steps that don’t rely on one another’s results, run them in parallel using `parallelize` from the Workflows SDK. - -The workflow waits until all steps passed to the `parallelize` function finish executing before continuing to the next step. - -For example: - -```ts highlights={highlights} collapsibleLines="1-12" expandButtonLabel="Show Imports" -import { - createWorkflow, - WorkflowResponse, - parallelize, -} from "@medusajs/framework/workflows-sdk" -import { - createProductStep, - getProductStep, - createPricesStep, - attachProductToSalesChannelStep, -} from "./steps" - -interface WorkflowInput { - title: string -} - -const myWorkflow = createWorkflow( - "my-workflow", - (input: WorkflowInput) => { - const product = createProductStep(input) - - const [prices, productSalesChannel] = parallelize( - createPricesStep(product), - attachProductToSalesChannelStep(product) - ) - - const refetchedProduct = getProductStep(product.id) - - return new WorkflowResponse(refetchedProduct) - } -) -``` - -The `parallelize` function accepts the steps to run in parallel as a parameter. - -It returns an array of the steps' results in the same order they're passed to the `parallelize` function. - -So, `prices` is the result of `createPricesStep`, and `productSalesChannel` is the result of `attachProductToSalesChannelStep`. - - # Multiple Step Usage in Workflow In this chapter, you'll learn how to use a step multiple times in a workflow. @@ -16583,6 +16042,189 @@ The `config` method accepts an object with a `name` property. Its value is a new The first `useQueryGraphStep` usage has the ID `use-query-graph`, and the second `useQueryGraphStep` usage has the ID `fetch-customers`. +# Execute Another Workflow + +In this chapter, you'll learn how to execute a workflow in another. + +## Execute in a Workflow + +To execute a workflow in another, use the `runAsStep` method that every workflow has. + +For example: + +```ts highlights={workflowsHighlights} collapsibleLines="1-7" expandMoreButton="Show Imports" +import { + createWorkflow, +} from "@medusajs/framework/workflows-sdk" +import { + createProductsWorkflow, +} from "@medusajs/medusa/core-flows" + +const workflow = createWorkflow( + "hello-world", + async (input) => { + const products = createProductsWorkflow.runAsStep({ + input: { + products: [ + // ... + ], + }, + }) + + // ... + } +) +``` + +Instead of invoking the workflow and passing it the container, you use its `runAsStep` method and pass it an object as a parameter. + +The object has an `input` property to pass input to the workflow. + +*** + +## Preparing Input Data + +If you need to perform some data manipulation to prepare the other workflow's input data, use `transform` from the Workflows SDK. + +Learn about transform in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md). + +For example: + +```ts highlights={transformHighlights} collapsibleLines="1-12" +import { + createWorkflow, + transform, +} from "@medusajs/framework/workflows-sdk" +import { + createProductsWorkflow, +} from "@medusajs/medusa/core-flows" + +type WorkflowInput = { + title: string +} + +const workflow = createWorkflow( + "hello-product", + async (input: WorkflowInput) => { + const createProductsData = transform({ + input, + }, (data) => [ + { + title: `Hello ${data.input.title}`, + }, + ]) + + const products = createProductsWorkflow.runAsStep({ + input: { + products: createProductsData, + }, + }) + + // ... + } +) +``` + +In this example, you use the `transform` function to prepend `Hello` to the title of the product. Then, you pass the result as an input to the `createProductsWorkflow`. + +*** + +## Run Workflow Conditionally + +To run a workflow in another based on a condition, use when-then from the Workflows SDK. + +Learn about when-then in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/conditions/index.html.md). + +For example: + +```ts highlights={whenHighlights} collapsibleLines="1-16" +import { + createWorkflow, + when, +} from "@medusajs/framework/workflows-sdk" +import { + createProductsWorkflow, +} from "@medusajs/medusa/core-flows" +import { + CreateProductWorkflowInputDTO, +} from "@medusajs/framework/types" + +type WorkflowInput = { + product?: CreateProductWorkflowInputDTO + should_create?: boolean +} + +const workflow = createWorkflow( + "hello-product", + async (input: WorkflowInput) => { + const product = when(input, ({ should_create }) => should_create) + .then(() => { + return createProductsWorkflow.runAsStep({ + input: { + products: [input.product], + }, + }) + }) + } +) +``` + +In this example, you use when-then to run the `createProductsWorkflow` only if `should_create` (passed in the `input`) is enabled. + + +# Run Workflow Steps in Parallel + +In this chapter, you’ll learn how to run workflow steps in parallel. + +## parallelize Utility Function + +If your workflow has steps that don’t rely on one another’s results, run them in parallel using `parallelize` from the Workflows SDK. + +The workflow waits until all steps passed to the `parallelize` function finish executing before continuing to the next step. + +For example: + +```ts highlights={highlights} collapsibleLines="1-12" expandButtonLabel="Show Imports" +import { + createWorkflow, + WorkflowResponse, + parallelize, +} from "@medusajs/framework/workflows-sdk" +import { + createProductStep, + getProductStep, + createPricesStep, + attachProductToSalesChannelStep, +} from "./steps" + +interface WorkflowInput { + title: string +} + +const myWorkflow = createWorkflow( + "my-workflow", + (input: WorkflowInput) => { + const product = createProductStep(input) + + const [prices, productSalesChannel] = parallelize( + createPricesStep(product), + attachProductToSalesChannelStep(product) + ) + + const refetchedProduct = getProductStep(product.id) + + return new WorkflowResponse(refetchedProduct) + } +) +``` + +The `parallelize` function accepts the steps to run in parallel as a parameter. + +It returns an array of the steps' results in the same order they're passed to the `parallelize` function. + +So, `prices` is the result of `createPricesStep`, and `productSalesChannel` is the result of `attachProductToSalesChannelStep`. + + # Store Workflow Executions In this chapter, you'll learn how to store workflow executions in the database and access them later. @@ -17056,92 +16698,6 @@ const myWorkflow = createWorkflow( ``` -# Workflow Timeout - -In this chapter, you’ll learn how to set a timeout for workflows and steps. - -## What is a Workflow Timeout? - -By default, a workflow doesn’t have a timeout. It continues execution until it’s finished or an error occurs. - -You can configure a workflow’s timeout to indicate how long the workflow can execute. If a workflow's execution time passes the configured timeout, it is failed and an error is thrown. - -### Timeout Doesn't Stop Step Execution - -Configuring a timeout doesn't stop the execution of a step in progress. The timeout only affects the status of the workflow and its result. - -*** - -## Configure Workflow Timeout - -The `createWorkflow` function can accept a configuration object instead of the workflow’s name. - -In the configuration object, you pass a `timeout` property, whose value is a number indicating the timeout in seconds. - -For example: - -```ts title="src/workflows/hello-world.ts" highlights={[["16"]]} collapsibleLines="1-13" expandButtonLabel="Show More" -import { - createStep, - createWorkflow, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" - -const step1 = createStep( - "step-1", - async () => { - // ... - } -) - -const myWorkflow = createWorkflow({ - name: "hello-world", - timeout: 2, // 2 seconds -}, function () { - const str1 = step1() - - return new WorkflowResponse({ - message: str1, - }) -}) - -export default myWorkflow - -``` - -This workflow's executions fail if they run longer than two seconds. - -A workflow’s timeout error is returned in the `errors` property of the workflow’s execution, as explained in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/access-workflow-errors/index.html.md). The error’s name is `TransactionTimeoutError`. - -*** - -## Configure Step Timeout - -Alternatively, you can configure the timeout for a step rather than the entire workflow. - -As mentioned in the previous section, the timeout doesn't stop the execution of the step. It only affects the step's status and output. - -The step’s configuration object accepts a `timeout` property, whose value is a number indicating the timeout in seconds. - -For example: - -```tsx -const step1 = createStep( - { - name: "step-1", - timeout: 2, // 2 seconds - }, - async () => { - // ... - } -) -``` - -This step's executions fail if they run longer than two seconds. - -A step’s timeout error is returned in the `errors` property of the workflow’s execution, as explained in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/access-workflow-errors/index.html.md). The error’s name is `TransactionStepTimeoutError`. - - # Workflow Hooks In this chapter, you'll learn what a workflow hook is and how to consume them. @@ -17266,74 +16822,354 @@ export async function POST(req: MedusaRequest, res: MedusaResponse) { Your hook handler then receives that passed data in the `additional_data` object. -# Example: Integration Tests for a Module +# Workflow Timeout -In this chapter, find an example of writing an integration test for a module using [moduleIntegrationTestRunner](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/modules-tests/index.html.md) from Medusa's Testing Framework. +In this chapter, you’ll learn how to set a timeout for workflows and steps. -### Prerequisites +## What is a Workflow Timeout? -- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) +By default, a workflow doesn’t have a timeout. It continues execution until it’s finished or an error occurs. -## Write Integration Test for Module +You can configure a workflow’s timeout to indicate how long the workflow can execute. If a workflow's execution time passes the configured timeout, it is failed and an error is thrown. -Consider a `blog` module with a `BlogModuleService` that has a `getMessage` method: +### Timeout Doesn't Stop Step Execution -```ts title="src/modules/blog/service.ts" -import { MedusaService } from "@medusajs/framework/utils" -import MyCustom from "./models/my-custom" - -class BlogModuleService extends MedusaService({ - MyCustom, -}){ - getMessage(): string { - return "Hello, World!" - } -} - -export default BlogModuleService -``` - -To create an integration test for the method, create the file `src/modules/blog/__tests__/service.spec.ts` with the following content: - -```ts title="src/modules/blog/__tests__/service.spec.ts" -import { moduleIntegrationTestRunner } from "@medusajs/test-utils" -import { BLOG_MODULE } from ".." -import BlogModuleService from "../service" -import MyCustom from "../models/my-custom" - -moduleIntegrationTestRunner({ - moduleName: BLOG_MODULE, - moduleModels: [MyCustom], - resolve: "./src/modules/blog", - testSuite: ({ service }) => { - describe("BlogModuleService", () => { - it("says hello world", () => { - const message = service.getMessage() - - expect(message).toEqual("Hello, World!") - }) - }) - }, -}) - -jest.setTimeout(60 * 1000) -``` - -You use the `moduleIntegrationTestRunner` function to add tests for the `blog` module. You have one test that passes if the `getMessage` method returns the `"Hello, World!"` string. +Configuring a timeout doesn't stop the execution of a step in progress. The timeout only affects the status of the workflow and its result. *** -## Run Test +## Configure Workflow Timeout -Run the following command to run your module integration tests: +The `createWorkflow` function can accept a configuration object instead of the workflow’s name. + +In the configuration object, you pass a `timeout` property, whose value is a number indicating the timeout in seconds. + +For example: + +```ts title="src/workflows/hello-world.ts" highlights={[["16"]]} collapsibleLines="1-13" expandButtonLabel="Show More" +import { + createStep, + createWorkflow, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" + +const step1 = createStep( + "step-1", + async () => { + // ... + } +) + +const myWorkflow = createWorkflow({ + name: "hello-world", + timeout: 2, // 2 seconds +}, function () { + const str1 = step1() + + return new WorkflowResponse({ + message: str1, + }) +}) + +export default myWorkflow -```bash npm2yarn -npm run test:integration:modules ``` -If you don't have a `test:integration:modules` script in `package.json`, refer to the [Medusa Testing Tools chapter](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools#add-test-commands/index.html.md). +This workflow's executions fail if they run longer than two seconds. -This runs your Medusa application and runs the tests available in any `__tests__` directory under the `src/modules` directory. +A workflow’s timeout error is returned in the `errors` property of the workflow’s execution, as explained in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/access-workflow-errors/index.html.md). The error’s name is `TransactionTimeoutError`. + +*** + +## Configure Step Timeout + +Alternatively, you can configure the timeout for a step rather than the entire workflow. + +As mentioned in the previous section, the timeout doesn't stop the execution of the step. It only affects the step's status and output. + +The step’s configuration object accepts a `timeout` property, whose value is a number indicating the timeout in seconds. + +For example: + +```tsx +const step1 = createStep( + { + name: "step-1", + timeout: 2, // 2 seconds + }, + async () => { + // ... + } +) +``` + +This step's executions fail if they run longer than two seconds. + +A step’s timeout error is returned in the `errors` property of the workflow’s execution, as explained in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/access-workflow-errors/index.html.md). The error’s name is `TransactionStepTimeoutError`. + + +# Docs Contribution Guidelines + +Thank you for your interest in contributing to the documentation! You will be helping the open source community and other developers interested in learning more about Medusa and using it. + +This guide is specific to contributing to the documentation. If you’re interested in contributing to Medusa’s codebase, check out the [contributing guidelines in the Medusa GitHub repository](https://github.com/medusajs/medusa/blob/develop/CONTRIBUTING.md). + +## What Can You Contribute? + +You can contribute to the Medusa documentation in the following ways: + +- Fixes to existing content. This includes small fixes like typos, or adding missing information. +- Additions to the documentation. If you think a documentation page can be useful to other developers, you can contribute by adding it. + - Make sure to open an issue first in the [medusa repository](https://github.com/medusajs/medusa) to confirm that you can add that documentation page. +- Fixes to UI components and tooling. If you find a bug while browsing the documentation, you can contribute by fixing it. + +*** + +## Documentation Workspace + +Medusa's documentation projects are all part of the documentation yarn workspace, which you can find in the [medusa repository](https://github.com/medusajs/medusa) under the `www` directory. + +The workspace has the following two directories: + +- `apps`: this directory holds the different documentation websites and projects. + - `book`: includes the codebase for the [main Medusa documentation](https://docs.medusajs.com//index.html.md). It's built with [Next.js 15](https://nextjs.org/). + - `resources`: includes the codebase for the resources documentation, which powers different sections of the docs such as the [Integrations](https://docs.medusajs.com/resources/integrations/index.html.md) or [How-to & Tutorials](https://docs.medusajs.com/resources/how-to-tutorials/index.html.md) sections. It's built with [Next.js 15](https://nextjs.org/). + - `api-reference`: includes the codebase for the API reference website. It's built with [Next.js 15](https://nextjs.org/). + - `ui`: includes the codebase for the Medusa UI documentation website. It's built with [Next.js 15](https://nextjs.org/). +- `packages`: this directory holds the shared packages and components necessary for the development of the projects in the `apps` directory. + - `docs-ui` includes the shared React components between the different apps. + - `remark-rehype-plugins` includes Remark and Rehype plugins used by the documentation projects. + +*** + +## Documentation Content + +All documentation projects are built with Next.js. The content is writtin in MDX files. + +### Medusa Main Docs Content + +The content of the Medusa main docs are under the `www/apps/book/app` directory. + +### Medusa Resources Content + +The content of all pages under the `/resources` path are under the `www/apps/resources/app` directory. + +Documentation pages under the `www/apps/resources/references` directory are generated automatically from the source code under the `packages/medusa` directory. So, you can't directly make changes to them. Instead, you'll have to make changes to the comments in the original source code. + +### API Reference + +The API reference's content is split into two types: + +1. Static content, which are the content related to getting started, expanding fields, and more. These are located in the `www/apps/api-reference/markdown` directory. They are MDX files. +2. OpenAPI specs that are shown to developers when checking the reference of an API Route. These are generated from OpenApi Spec comments, which are under the `www/utils/generated/oas-output` directory. + +### Medusa UI Documentation + +The content of the Medusa UI documentation are located under the `www/apps/ui/src/content/docs` directory. They are MDX files. + +The UI documentation also shows code examples, which are under the `www/apps/ui/src/examples` directory. + +The UI component props are generated from the source code and placed into the `www/apps/ui/src/specs` directory. To contribute to these props and their comments, check the comments in the source code under the `packages/design-system/ui` directory. + +*** + +## Style Guide + +When you contribute to the documentation content, make sure to follow the [documentation style guide](https://www.notion.so/Style-Guide-Docs-fad86dd1c5f84b48b145e959f36628e0). + +*** + +## How to Contribute + +If you’re fixing errors in an existing documentation page, you can scroll down to the end of the page and click on the “Edit this page” link. You’ll be redirected to the GitHub edit form of that page and you can make edits directly and submit a pull request (PR). + +If you’re adding a new page or contributing to the codebase, fork the repository, create a new branch, and make all changes necessary in your repository. Then, once you’re done, create a PR in the Medusa repository. + +### Base Branch + +When you make an edit to an existing documentation page or fork the repository to make changes to the documentation, create a new branch. + +Documentation contributions always use `develop` as the base branch. Make sure to also open your PR against the `develop` branch. + +### Branch Name + +Make sure that the branch name starts with `docs/`. For example, `docs/fix-services`. Vercel deployed previews are only triggered for branches starting with `docs/`. + +### Pull Request Conventions + +When you create a pull request, prefix the title with `docs:` or `docs(PROJECT_NAME):`, where `PROJECT_NAME` is the name of the documentation project this pull request pertains to. For example, `docs(ui): fix titles`. + +In the body of the PR, explain clearly what the PR does. If the PR solves an issue, use [closing keywords](https://docs.github.com/en/issues/tracking-your-work-with-issues/linking-a-pull-request-to-an-issue#linking-a-pull-request-to-an-issue-using-a-keyword) with the issue number. For example, “Closes #1333”. + +*** + +## Images + +If you are adding images to a documentation page, you can host the image on [Imgur](https://imgur.com) for free to include it in the PR. Our team will later upload it to our image hosting. + +*** + +## NPM and Yarn Code Blocks + +If you’re adding code blocks that use NPM and Yarn, you must add the `npm2yarn` meta field. + +For example: + +````md +```bash npm2yarn +npm run start +``` +```` + +The code snippet must be written using NPM. + +### Global Option + +When a command uses the global option `-g`, add it at the end of the NPM command to ensure that it’s transformed to a Yarn command properly. For example: + +```bash npm2yarn +npm install @medusajs/cli -g +``` + +*** + +## Linting with Vale + +Medusa uses [Vale](https://vale.sh/) to lint documentation pages and perform checks on incoming PRs into the repository. + +### Result of Vale PR Checks + +You can check the result of running the "lint" action on your PR by clicking the Details link next to it. You can find there all errors that you need to fix. + +### Run Vale Locally + +If you want to check your work locally, you can do that by: + +1. [Installing Vale](https://vale.sh/docs/vale-cli/installation/) on your machine. +2. Changing to the `www/vale` directory: + +```bash +cd www/vale +``` + +3\. Running the `run-vale` script: + +```bash +# to lint content for the main documentation +./run-vale.sh book/app/learn error resources +# to lint content for the resources documentation +./run-vale.sh resources/app error +# to lint content for the API reference +./run-vale.sh api-reference/markdown error +# to lint content for the Medusa UI documentation +./run-vale.sh ui/src/content/docs error +# to lint content for the user guide +./run-vale.sh user-guide/app error +``` + +{/* TODO need to enable MDX v1 comments first. */} + +{/* ### Linter Exceptions + +If it's needed to break some style guide rules in a document, you can wrap the parts that the linter shouldn't scan with the following comments in the `md` or `mdx` files: + +```md + + +content that shouldn't be scanned for errors here... + + +``` + +You can also disable specific rules. For example: + +```md + + +Medusa supports Node versions 14 and 16. + + +``` + +If you use this in your PR, you must justify its usage. */} + +*** + +## Linting with ESLint + +Medusa uses ESlint to lint code blocks both in the content and the code base of the documentation apps. + +### Linting Content with ESLint + +Each PR runs through a check that lints the code in the content files using ESLint. The action's name is `content-eslint`. + +If you want to check content ESLint errors locally and fix them, you can do that by: + +1\. Install the dependencies in the `www` directory: + +```bash +yarn install +``` + +2\. Run the turbo command in the `www` directory: + +```bash +turbo run lint:content +``` + +This will fix any fixable errors, and show errors that require your action. + +### Linting Code with ESLint + +Each PR runs through a check that lints the code in the content files using ESLint. The action's name is `code-docs-eslint`. + +If you want to check code ESLint errors locally and fix them, you can do that by: + +1\. Install the dependencies in the `www` directory: + +```bash +yarn install +``` + +2\. Run the turbo command in the `www` directory: + +```bash +yarn lint +``` + +This will fix any fixable errors, and show errors that require your action. + +{/* TODO need to enable MDX v1 comments first. */} + +{/* ### ESLint Exceptions + +If some code blocks have errors that can't or shouldn't be fixed, you can add the following command before the code block: + +~~~md + + +```js +console.log("This block isn't linted") +``` + +```js +console.log("This block is linted") +``` +~~~ + +You can also disable specific rules. For example: + +~~~md + + +```js +console.log("This block can use semicolons"); +``` + +```js +console.log("This block can't use semi colons") +``` +~~~ */} # Example: Write Integration Tests for API Routes @@ -17905,6 +17741,170 @@ const response = await api.post(`/custom`, form, { ``` +# Translate Medusa Admin + +The Medusa Admin supports multiple languages, with the default being English. In this documentation, you'll learn how to contribute to the community by translating the Medusa Admin to a language you're fluent in. + +{/* vale docs.We = NO */} + +You can contribute either by translating the admin to a new language, or fixing translations for existing languages. As we can't validate every language's translations, some translations may be incorrect. Your contribution is welcome to fix any translation errors you find. + +{/* vale docs.We = YES */} + +Check out the translated languages either in the admin dashboard's settings or on [GitHub](https://github.com/medusajs/medusa/blob/develop/packages/admin/dashboard/src/i18n/languages.ts). + +*** + +## How to Contribute Translation + +1. Clone the [Medusa monorepository](https://github.com/medusajs/medusa) to your local machine: + +```bash +git clone https://github.com/medusajs/medusa.git +``` + +If you already have it cloned, make sure to pull the latest changes from the `develop` branch. + +2. Install the monorepository's dependencies. Since it's a Yarn workspace, it's highly recommended to use yarn: + +```bash +yarn install +``` + +3. Create a branch that you'll use to open the pull request later: + +```bash +git checkout -b feat/translate- +``` + +Where `` is your language name. For example, `feat/translate-da`. + +4. Translation files are under `packages/admin/dashboard/src/i18n/translations` as JSON files whose names are the ISO-2 name of the language. + - If you're adding a new language, copy the file `packages/admin/dashboard/src/i18n/translations/en.json` and paste it with the ISO-2 name for your language. For example, if you're adding Danish translations, copy the `en.json` file and paste it as `packages/admin/dashboard/src/i18n/translations/de.json`. + - If you're fixing a translation, find the JSON file of the language under `packages/admin/dashboard/src/i18n/translations`. + +5. Start translating the keys in the JSON file (or updating the targeted ones). All keys in the JSON file must be translated, and your PR tests will fail otherwise. + - You can check whether the JSON file is valid by running the following command in `packages/admin/dashboard`, replacing `da.json` with the JSON file's name: + +```bash title="packages/admin/dashboard" +yarn i18n:validate da.json +``` + +6. After finishing the translation, if you're adding a new language, import its JSON file in `packages/admin/dashboard/src/i18n/translations/index.ts` and add it to the exported object: + +```ts title="packages/admin/dashboard/src/i18n/translations/index.ts" highlights={[["2"], ["6"], ["7"], ["8"]]} +// other imports... +import da from "./da.json" + +export default { + // other languages... + da: { + translation: da, + }, +} +``` + +The language's key in the object is the ISO-2 name of the language. + +7. If you're adding a new language, add it to the file `packages/admin/dashboard/src/i18n/languages.ts`: + +```ts title="packages/admin/dashboard/src/i18n/languages.ts" highlights={languageHighlights} +import { da } from "date-fns/locale" +// other imports... + +export const languages: Language[] = [ + // other languages... + { + code: "da", + display_name: "Danish", + ltr: true, + date_locale: da, + }, +] +``` + +`languages` is an array having the following properties: + +- `code`: The ISO-2 name of the language. For example, `da` for Danish. +- `display_name`: The language's name to be displayed in the admin. +- `ltr`: Whether the language supports a left-to-right layout. For example, set this to `false` for languages like Arabic. +- `date_locale`: An instance of the locale imported from the [date-fns/locale](https://date-fns.org/) package. + +8. Once you're done, push the changes into your branch and open a pull request on GitHub. + +Our team will perform a general review on your PR and merge it if no issues are found. The translation will be available in the admin after the next release. + + +# Example: Integration Tests for a Module + +In this chapter, find an example of writing an integration test for a module using [moduleIntegrationTestRunner](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/modules-tests/index.html.md) from Medusa's Testing Framework. + +### Prerequisites + +- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) + +## Write Integration Test for Module + +Consider a `blog` module with a `BlogModuleService` that has a `getMessage` method: + +```ts title="src/modules/blog/service.ts" +import { MedusaService } from "@medusajs/framework/utils" +import MyCustom from "./models/my-custom" + +class BlogModuleService extends MedusaService({ + MyCustom, +}){ + getMessage(): string { + return "Hello, World!" + } +} + +export default BlogModuleService +``` + +To create an integration test for the method, create the file `src/modules/blog/__tests__/service.spec.ts` with the following content: + +```ts title="src/modules/blog/__tests__/service.spec.ts" +import { moduleIntegrationTestRunner } from "@medusajs/test-utils" +import { BLOG_MODULE } from ".." +import BlogModuleService from "../service" +import MyCustom from "../models/my-custom" + +moduleIntegrationTestRunner({ + moduleName: BLOG_MODULE, + moduleModels: [MyCustom], + resolve: "./src/modules/blog", + testSuite: ({ service }) => { + describe("BlogModuleService", () => { + it("says hello world", () => { + const message = service.getMessage() + + expect(message).toEqual("Hello, World!") + }) + }) + }, +}) + +jest.setTimeout(60 * 1000) +``` + +You use the `moduleIntegrationTestRunner` function to add tests for the `blog` module. You have one test that passes if the `getMessage` method returns the `"Hello, World!"` string. + +*** + +## Run Test + +Run the following command to run your module integration tests: + +```bash npm2yarn +npm run test:integration:modules +``` + +If you don't have a `test:integration:modules` script in `package.json`, refer to the [Medusa Testing Tools chapter](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools#add-test-commands/index.html.md). + +This runs your Medusa application and runs the tests available in any `__tests__` directory under the `src/modules` directory. + + # Example: Write Integration Tests for Workflows In this chapter, you'll learn how to write integration tests for workflows using [medusaIntegrationTestRunner](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/integration-tests/index.html.md) from Medusa's Testing Framwork. @@ -18042,7 +18042,7 @@ In this section of the documentation, you'll find guides and references related A commerce module provides features for a commerce domain within its service. The Medusa application exposes these features in its API routes to clients. -A commerce module also defines data models, representing tables in the database. Medusa's framework and tools allow you to extend these data models to add custom fields. +A commerce module also defines data models, representing tables in the database. The Medusa Framework and tools allow you to extend these data models to add custom fields. ## Commerce Modules List @@ -18216,24 +18216,24 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# Customer Module +# Auth Module -In this section of the documentation, you will find resources to learn more about the Customer Module and how to use it in your application. +In this section of the documentation, you will find resources to learn more about the Auth Module and how to use it in your application. -Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/customers/index.html.md) to learn how to manage customers and groups using the dashboard. - -Medusa has customer related features available out-of-the-box through the Customer Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Customer Module. +Medusa has auth related features available out-of-the-box through the Auth Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Auth Module. Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). -## Customer Features +## Auth Features -- [Customer Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/customer/customer-accounts/index.html.md): Store and manage guest and registered customers in your store. -- [Customer Organization](https://docs.medusajs.com/references/customer/models/index.html.md): Organize customers into groups. This has a lot of benefits and supports many use cases, such as provide discounts for specific customer groups using the [Promotion Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/index.html.md). +- [Basic User Authentication](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#1-basic-authentication-flow/index.html.md): Authenticate users using their email and password credentials. +- [Third-Party and Social Authentication](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#2-third-party-service-authenticate-flow/index.html.md): Authenticate users using third-party services and social platforms, such as [Google](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers/google/index.html.md) and [GitHub](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers/github/index.html.md). +- [Authenticate Custom Actor Types](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/create-actor-type/index.html.md): Create custom user or actor types, such as managers, authenticate them in your application, and guard routes based on the custom user types. +- [Custom Authentication Providers](https://docs.medusajs.com/references/auth/provider/index.html.md): Integrate third-party services with custom authentication providors. *** -## How to Use the Customer Module +## How to Use the Auth Module In your Medusa application, you build flows around commerce modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. @@ -18241,7 +18241,137 @@ You can build custom workflows and steps. You can also re-use Medusa's workflows For example: -```ts title="src/workflows/create-customer.ts" highlights={highlights} +```ts title="src/workflows/authenticate-user.ts" highlights={highlights} +import { + createWorkflow, + WorkflowResponse, + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { Modules, MedusaError } from "@medusajs/framework/utils" +import { MedusaRequest } from "@medusajs/framework/http" +import { AuthenticationInput } from "@medusajs/framework/types" + +type Input = { + req: MedusaRequest +} + +const authenticateUserStep = createStep( + "authenticate-user", + async ({ req }: Input, { container }) => { + const authModuleService = container.resolve(Modules.AUTH) + + const { success, authIdentity, error } = await authModuleService + .authenticate( + "emailpass", + { + url: req.url, + headers: req.headers, + query: req.query, + body: req.body, + authScope: "admin", // or custom actor type + protocol: req.protocol, + } as AuthenticationInput + ) + + if (!success) { + // incorrect authentication details + throw new MedusaError( + MedusaError.Types.UNAUTHORIZED, + error || "Incorrect authentication details" + ) + } + + return new StepResponse({ authIdentity }, authIdentity?.id) + }, + async (authIdentityId, { container }) => { + if (!authIdentityId) { + return + } + + const authModuleService = container.resolve(Modules.AUTH) + + await authModuleService.deleteAuthIdentities([authIdentityId]) + } +) + +export const authenticateUserWorkflow = createWorkflow( + "authenticate-user", + (input: Input) => { + const { authIdentity } = authenticateUserStep(input) + + return new WorkflowResponse({ + authIdentity, + }) + } +) +``` + +You can then execute the workflow in your custom API routes, scheduled jobs, or subscribers: + +```ts title="API Route" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import { authenticateUserWorkflow } from "../../workflows/authenticate-user" + +export async function GET( + req: MedusaRequest, + res: MedusaResponse +) { + const { result } = await authenticateUserWorkflow(req.scope) + .run({ + req, + }) + + res.send(result) +} +``` + +Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). + +*** + +## Configure Auth Module + +The Auth Module accepts options for further configurations. Refer to [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/module-options/index.html.md) for details on the module's options. + +*** + +## Providers + +Medusa provides the following authentication providers out-of-the-box. You can use them to authenticate admin users, customers, or custom actor types. + +*** + + +# Cart Module + +In this section of the documentation, you will find resources to learn more about the Cart Module and how to use it in your application. + +Medusa has cart related features available out-of-the-box through the Cart Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Cart Module. + +Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). + +## Cart Features + +- [Cart Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/concepts/index.html.md): Store and manage carts, including their addresses, line items, shipping methods, and more. +- [Apply Promotion Adjustments](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/promotions/index.html.md): Apply promotions or discounts to line items and shipping methods by adding adjustment lines that are factored into their subtotals. +- [Apply Tax Lines](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/tax-lines/index.html.md): Apply tax lines to line items and shipping methods. +- [Cart Scoping](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/links-to-other-modules/index.html.md): When used in the Medusa application, Medusa creates links to other commerce modules, scoping a cart to a sales channel, region, and a customer. + +*** + +## How to Use the Cart Module + +In your Medusa application, you build flows around commerce modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. + +You can build custom workflows and steps. You can also re-use Medusa's workflows and steps, which are provided by the `@medusajs/medusa/core-flows` package. + +For example: + +```ts title="src/workflows/create-cart.ts" highlights={highlights} import { createWorkflow, WorkflowResponse, @@ -18250,36 +18380,45 @@ import { } from "@medusajs/framework/workflows-sdk" import { Modules } from "@medusajs/framework/utils" -const createCustomerStep = createStep( - "create-customer", +const createCartStep = createStep( + "create-cart", async ({}, { container }) => { - const customerModuleService = container.resolve(Modules.CUSTOMER) + const cartModuleService = container.resolve(Modules.CART) - const customer = await customerModuleService.createCustomers({ - first_name: "Peter", - last_name: "Hayes", - email: "peter.hayes@example.com", + const cart = await cartModuleService.createCarts({ + currency_code: "usd", + shipping_address: { + address_1: "1512 Barataria Blvd", + country_code: "us", + }, + items: [ + { + title: "Shirt", + unit_price: 1000, + quantity: 1, + }, + ], }) - return new StepResponse({ customer }, customer.id) + return new StepResponse({ cart }, cart.id) }, - async (customerId, { container }) => { - if (!customerId) { + async (cartId, { container }) => { + if (!cartId) { return } - const customerModuleService = container.resolve(Modules.CUSTOMER) + const cartModuleService = container.resolve(Modules.CART) - await customerModuleService.deleteCustomers([customerId]) + await cartModuleService.deleteCarts([cartId]) } ) -export const createCustomerWorkflow = createWorkflow( - "create-customer", +export const createCartWorkflow = createWorkflow( + "create-cart", () => { - const { customer } = createCustomerStep() + const { cart } = createCartStep() return new WorkflowResponse({ - customer, + cart, }) } ) @@ -18294,13 +18433,13 @@ import type { MedusaRequest, MedusaResponse, } from "@medusajs/framework/http" -import { createCustomerWorkflow } from "../../workflows/create-customer" +import { createCartWorkflow } from "../../workflows/create-cart" export async function GET( req: MedusaRequest, res: MedusaResponse ) { - const { result } = await createCustomerWorkflow(req.scope) + const { result } = await createCartWorkflow(req.scope) .run() res.send(result) @@ -18314,13 +18453,13 @@ import { type SubscriberConfig, type SubscriberArgs, } from "@medusajs/framework" -import { createCustomerWorkflow } from "../workflows/create-customer" +import { createCartWorkflow } from "../workflows/create-cart" export default async function handleUserCreated({ event: { data }, container, }: SubscriberArgs<{ id: string }>) { - const { result } = await createCustomerWorkflow(container) + const { result } = await createCartWorkflow(container) .run() console.log(result) @@ -18335,12 +18474,12 @@ export const config: SubscriberConfig = { ```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} import { MedusaContainer } from "@medusajs/framework/types" -import { createCustomerWorkflow } from "../workflows/create-customer" +import { createCartWorkflow } from "../workflows/create-cart" export default async function myCustomJob( container: MedusaContainer ) { - const { result } = await createCustomerWorkflow(container) + const { result } = await createCartWorkflow(container) .run() console.log(result) @@ -18505,24 +18644,24 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# Cart Module +# Customer Module -In this section of the documentation, you will find resources to learn more about the Cart Module and how to use it in your application. +In this section of the documentation, you will find resources to learn more about the Customer Module and how to use it in your application. -Medusa has cart related features available out-of-the-box through the Cart Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Cart Module. +Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/customers/index.html.md) to learn how to manage customers and groups using the dashboard. + +Medusa has customer related features available out-of-the-box through the Customer Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Customer Module. Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). -## Cart Features +## Customer Features -- [Cart Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/concepts/index.html.md): Store and manage carts, including their addresses, line items, shipping methods, and more. -- [Apply Promotion Adjustments](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/promotions/index.html.md): Apply promotions or discounts to line items and shipping methods by adding adjustment lines that are factored into their subtotals. -- [Apply Tax Lines](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/tax-lines/index.html.md): Apply tax lines to line items and shipping methods. -- [Cart Scoping](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/links-to-other-modules/index.html.md): When used in the Medusa application, Medusa creates links to other commerce modules, scoping a cart to a sales channel, region, and a customer. +- [Customer Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/customer/customer-accounts/index.html.md): Store and manage guest and registered customers in your store. +- [Customer Organization](https://docs.medusajs.com/references/customer/models/index.html.md): Organize customers into groups. This has a lot of benefits and supports many use cases, such as provide discounts for specific customer groups using the [Promotion Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/index.html.md). *** -## How to Use the Cart Module +## How to Use the Customer Module In your Medusa application, you build flows around commerce modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. @@ -18530,7 +18669,7 @@ You can build custom workflows and steps. You can also re-use Medusa's workflows For example: -```ts title="src/workflows/create-cart.ts" highlights={highlights} +```ts title="src/workflows/create-customer.ts" highlights={highlights} import { createWorkflow, WorkflowResponse, @@ -18539,45 +18678,36 @@ import { } from "@medusajs/framework/workflows-sdk" import { Modules } from "@medusajs/framework/utils" -const createCartStep = createStep( - "create-cart", +const createCustomerStep = createStep( + "create-customer", async ({}, { container }) => { - const cartModuleService = container.resolve(Modules.CART) + const customerModuleService = container.resolve(Modules.CUSTOMER) - const cart = await cartModuleService.createCarts({ - currency_code: "usd", - shipping_address: { - address_1: "1512 Barataria Blvd", - country_code: "us", - }, - items: [ - { - title: "Shirt", - unit_price: 1000, - quantity: 1, - }, - ], + const customer = await customerModuleService.createCustomers({ + first_name: "Peter", + last_name: "Hayes", + email: "peter.hayes@example.com", }) - return new StepResponse({ cart }, cart.id) + return new StepResponse({ customer }, customer.id) }, - async (cartId, { container }) => { - if (!cartId) { + async (customerId, { container }) => { + if (!customerId) { return } - const cartModuleService = container.resolve(Modules.CART) + const customerModuleService = container.resolve(Modules.CUSTOMER) - await cartModuleService.deleteCarts([cartId]) + await customerModuleService.deleteCustomers([customerId]) } ) -export const createCartWorkflow = createWorkflow( - "create-cart", +export const createCustomerWorkflow = createWorkflow( + "create-customer", () => { - const { cart } = createCartStep() + const { customer } = createCustomerStep() return new WorkflowResponse({ - cart, + customer, }) } ) @@ -18592,13 +18722,13 @@ import type { MedusaRequest, MedusaResponse, } from "@medusajs/framework/http" -import { createCartWorkflow } from "../../workflows/create-cart" +import { createCustomerWorkflow } from "../../workflows/create-customer" export async function GET( req: MedusaRequest, res: MedusaResponse ) { - const { result } = await createCartWorkflow(req.scope) + const { result } = await createCustomerWorkflow(req.scope) .run() res.send(result) @@ -18612,13 +18742,13 @@ import { type SubscriberConfig, type SubscriberArgs, } from "@medusajs/framework" -import { createCartWorkflow } from "../workflows/create-cart" +import { createCustomerWorkflow } from "../workflows/create-customer" export default async function handleUserCreated({ event: { data }, container, }: SubscriberArgs<{ id: string }>) { - const { result } = await createCartWorkflow(container) + const { result } = await createCustomerWorkflow(container) .run() console.log(result) @@ -18633,12 +18763,12 @@ export const config: SubscriberConfig = { ```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} import { MedusaContainer } from "@medusajs/framework/types" -import { createCartWorkflow } from "../workflows/create-cart" +import { createCustomerWorkflow } from "../workflows/create-customer" export default async function myCustomJob( container: MedusaContainer ) { - const { result } = await createCartWorkflow(container) + const { result } = await createCustomerWorkflow(container) .run() console.log(result) @@ -18821,136 +18951,6 @@ The Fulfillment Module accepts options for further configurations. Refer to [thi *** -# Auth Module - -In this section of the documentation, you will find resources to learn more about the Auth Module and how to use it in your application. - -Medusa has auth related features available out-of-the-box through the Auth Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Auth Module. - -Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). - -## Auth Features - -- [Basic User Authentication](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#1-basic-authentication-flow/index.html.md): Authenticate users using their email and password credentials. -- [Third-Party and Social Authentication](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#2-third-party-service-authenticate-flow/index.html.md): Authenticate users using third-party services and social platforms, such as [Google](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers/google/index.html.md) and [GitHub](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers/github/index.html.md). -- [Authenticate Custom Actor Types](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/create-actor-type/index.html.md): Create custom user or actor types, such as managers, authenticate them in your application, and guard routes based on the custom user types. -- [Custom Authentication Providers](https://docs.medusajs.com/references/auth/provider/index.html.md): Integrate third-party services with custom authentication providors. - -*** - -## How to Use the Auth Module - -In your Medusa application, you build flows around commerce modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. - -You can build custom workflows and steps. You can also re-use Medusa's workflows and steps, which are provided by the `@medusajs/medusa/core-flows` package. - -For example: - -```ts title="src/workflows/authenticate-user.ts" highlights={highlights} -import { - createWorkflow, - WorkflowResponse, - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { Modules, MedusaError } from "@medusajs/framework/utils" -import { MedusaRequest } from "@medusajs/framework/http" -import { AuthenticationInput } from "@medusajs/framework/types" - -type Input = { - req: MedusaRequest -} - -const authenticateUserStep = createStep( - "authenticate-user", - async ({ req }: Input, { container }) => { - const authModuleService = container.resolve(Modules.AUTH) - - const { success, authIdentity, error } = await authModuleService - .authenticate( - "emailpass", - { - url: req.url, - headers: req.headers, - query: req.query, - body: req.body, - authScope: "admin", // or custom actor type - protocol: req.protocol, - } as AuthenticationInput - ) - - if (!success) { - // incorrect authentication details - throw new MedusaError( - MedusaError.Types.UNAUTHORIZED, - error || "Incorrect authentication details" - ) - } - - return new StepResponse({ authIdentity }, authIdentity?.id) - }, - async (authIdentityId, { container }) => { - if (!authIdentityId) { - return - } - - const authModuleService = container.resolve(Modules.AUTH) - - await authModuleService.deleteAuthIdentities([authIdentityId]) - } -) - -export const authenticateUserWorkflow = createWorkflow( - "authenticate-user", - (input: Input) => { - const { authIdentity } = authenticateUserStep(input) - - return new WorkflowResponse({ - authIdentity, - }) - } -) -``` - -You can then execute the workflow in your custom API routes, scheduled jobs, or subscribers: - -```ts title="API Route" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import { authenticateUserWorkflow } from "../../workflows/authenticate-user" - -export async function GET( - req: MedusaRequest, - res: MedusaResponse -) { - const { result } = await authenticateUserWorkflow(req.scope) - .run({ - req, - }) - - res.send(result) -} -``` - -Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). - -*** - -## Configure Auth Module - -The Auth Module accepts options for further configurations. Refer to [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/module-options/index.html.md) for details on the module's options. - -*** - -## Providers - -Medusa provides the following authentication providers out-of-the-box. You can use them to authenticate admin users, customers, or custom actor types. - -*** - - # Inventory Module In this section of the documentation, you will find resources to learn more about the Inventory Module and how to use it in your application. @@ -19405,160 +19405,6 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# Product Module - -In this section of the documentation, you will find resources to learn more about the Product Module and how to use it in your application. - -Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/products/index.html.md) to learn how to manage products using the dashboard. - -Medusa has product related features available out-of-the-box through the Product Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Product Module. - -Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). - -## Product Features - -- [Products Management](https://docs.medusajs.com/references/product/models/Product/index.html.md): Store and manage products. Products have custom options, such as color or size, and each variant in the product sets the value for these options. -- [Product Organization](https://docs.medusajs.com/references/product/models/index.html.md): The Product Module provides different data models used to organize products, including categories, collections, tags, and more. -- [Bundled and Multi-Part Products](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/inventory/inventory-kit/index.html.md): Create and manage inventory kits for a single product, allowing you to implement use cases like bundled or multi-part products. - -*** - -## How to Use the Product Module - -In your Medusa application, you build flows around commerce modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. - -You can build custom workflows and steps. You can also re-use Medusa's workflows and steps, which are provided by the `@medusajs/medusa/core-flows` package. - -For example: - -```ts title="src/workflows/create-product.ts" highlights={highlights} -import { - createWorkflow, - WorkflowResponse, - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { Modules } from "@medusajs/framework/utils" - -const createProductStep = createStep( - "create-product", - async ({}, { container }) => { - const productService = container.resolve(Modules.PRODUCT) - - const product = await productService.createProducts({ - title: "Medusa Shirt", - options: [ - { - title: "Color", - values: ["Black", "White"], - }, - ], - variants: [ - { - title: "Black Shirt", - options: { - Color: "Black", - }, - }, - ], - }) - - return new StepResponse({ product }, product.id) - }, - async (productId, { container }) => { - if (!productId) { - return - } - const productService = container.resolve(Modules.PRODUCT) - - await productService.deleteProducts([productId]) - } -) - -export const createProductWorkflow = createWorkflow( - "create-product", - () => { - const { product } = createProductStep() - - return new WorkflowResponse({ - product, - }) - } -) -``` - -You can then execute the workflow in your custom API routes, scheduled jobs, or subscribers: - -### API Route - -```ts title="src/api/workflow/route.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import { createProductWorkflow } from "../../workflows/create-product" - -export async function GET( - req: MedusaRequest, - res: MedusaResponse -) { - const { result } = await createProductWorkflow(req.scope) - .run() - - res.send(result) -} -``` - -### Subscriber - -```ts title="src/subscribers/user-created.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import { - type SubscriberConfig, - type SubscriberArgs, -} from "@medusajs/framework" -import { createProductWorkflow } from "../workflows/create-product" - -export default async function handleUserCreated({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - const { result } = await createProductWorkflow(container) - .run() - - console.log(result) -} - -export const config: SubscriberConfig = { - event: "user.created", -} -``` - -### Scheduled Job - -```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} -import { MedusaContainer } from "@medusajs/framework/types" -import { createProductWorkflow } from "../workflows/create-product" - -export default async function myCustomJob( - container: MedusaContainer -) { - const { result } = await createProductWorkflow(container) - .run() - - console.log(result) -} - -export const config = { - name: "run-once-a-day", - schedule: `0 0 * * *`, -} -``` - -Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). - -*** - - # Payment Module In this section of the documentation, you will find resources to learn more about the Payment Module and how to use it in your application. @@ -19714,6 +19560,160 @@ Medusa provides the following payment providers out-of-the-box. You can use them *** +# Product Module + +In this section of the documentation, you will find resources to learn more about the Product Module and how to use it in your application. + +Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/products/index.html.md) to learn how to manage products using the dashboard. + +Medusa has product related features available out-of-the-box through the Product Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Product Module. + +Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). + +## Product Features + +- [Products Management](https://docs.medusajs.com/references/product/models/Product/index.html.md): Store and manage products. Products have custom options, such as color or size, and each variant in the product sets the value for these options. +- [Product Organization](https://docs.medusajs.com/references/product/models/index.html.md): The Product Module provides different data models used to organize products, including categories, collections, tags, and more. +- [Bundled and Multi-Part Products](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/inventory/inventory-kit/index.html.md): Create and manage inventory kits for a single product, allowing you to implement use cases like bundled or multi-part products. + +*** + +## How to Use the Product Module + +In your Medusa application, you build flows around commerce modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. + +You can build custom workflows and steps. You can also re-use Medusa's workflows and steps, which are provided by the `@medusajs/medusa/core-flows` package. + +For example: + +```ts title="src/workflows/create-product.ts" highlights={highlights} +import { + createWorkflow, + WorkflowResponse, + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { Modules } from "@medusajs/framework/utils" + +const createProductStep = createStep( + "create-product", + async ({}, { container }) => { + const productService = container.resolve(Modules.PRODUCT) + + const product = await productService.createProducts({ + title: "Medusa Shirt", + options: [ + { + title: "Color", + values: ["Black", "White"], + }, + ], + variants: [ + { + title: "Black Shirt", + options: { + Color: "Black", + }, + }, + ], + }) + + return new StepResponse({ product }, product.id) + }, + async (productId, { container }) => { + if (!productId) { + return + } + const productService = container.resolve(Modules.PRODUCT) + + await productService.deleteProducts([productId]) + } +) + +export const createProductWorkflow = createWorkflow( + "create-product", + () => { + const { product } = createProductStep() + + return new WorkflowResponse({ + product, + }) + } +) +``` + +You can then execute the workflow in your custom API routes, scheduled jobs, or subscribers: + +### API Route + +```ts title="src/api/workflow/route.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import { createProductWorkflow } from "../../workflows/create-product" + +export async function GET( + req: MedusaRequest, + res: MedusaResponse +) { + const { result } = await createProductWorkflow(req.scope) + .run() + + res.send(result) +} +``` + +### Subscriber + +```ts title="src/subscribers/user-created.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import { + type SubscriberConfig, + type SubscriberArgs, +} from "@medusajs/framework" +import { createProductWorkflow } from "../workflows/create-product" + +export default async function handleUserCreated({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + const { result } = await createProductWorkflow(container) + .run() + + console.log(result) +} + +export const config: SubscriberConfig = { + event: "user.created", +} +``` + +### Scheduled Job + +```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} +import { MedusaContainer } from "@medusajs/framework/types" +import { createProductWorkflow } from "../workflows/create-product" + +export default async function myCustomJob( + container: MedusaContainer +) { + const { result } = await createProductWorkflow(container) + .run() + + console.log(result) +} + +export const config = { + name: "run-once-a-day", + schedule: `0 0 * * *`, +} +``` + +Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). + +*** + + # Promotion Module In this section of the documentation, you will find resources to learn more about the Promotion Module and how to use it in your application. @@ -19862,149 +19862,6 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# Region Module - -In this section of the documentation, you will find resources to learn more about the Region Module and how to use it in your application. - -Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/regions/index.html.md) to learn how to manage regions using the dashboard. - -Medusa has region related features available out-of-the-box through the Region Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Region Module. - -Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). - -*** - -## Region Features - -- [Region Management](https://docs.medusajs.com/references/region/models/Region/index.html.md): Manage regions in your store. You can create regions with different currencies and settings. -- [Multi-Currency Support](https://docs.medusajs.com/references/region/models/Region/index.html.md): Each region has a currency. You can support multiple currencies in your store by creating multiple regions. -- [Different Settings Per Region](https://docs.medusajs.com/references/region/models/Region/index.html.md): Each region has its own settings, such as what countries belong to a region or its tax settings. - -*** - -## How to Use Region Module's Service - -In your Medusa application, you build flows around commerce modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. - -You can build custom workflows and steps. You can also re-use Medusa's workflows and steps, which are provided by the `@medusajs/medusa/core-flows` package. - -For example: - -```ts title="src/workflows/create-region.ts" highlights={highlights} -import { - createWorkflow, - WorkflowResponse, - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { Modules } from "@medusajs/framework/utils" - -const createRegionStep = createStep( - "create-region", - async ({}, { container }) => { - const regionModuleService = container.resolve(Modules.REGION) - - const region = await regionModuleService.createRegions({ - name: "Europe", - currency_code: "eur", - }) - - return new StepResponse({ region }, region.id) - }, - async (regionId, { container }) => { - if (!regionId) { - return - } - const regionModuleService = container.resolve(Modules.REGION) - - await regionModuleService.deleteRegions([regionId]) - } -) - -export const createRegionWorkflow = createWorkflow( - "create-region", - () => { - const { region } = createRegionStep() - - return new WorkflowResponse({ - region, - }) - } -) -``` - -You can then execute the workflow in your custom API routes, scheduled jobs, or subscribers: - -### API Route - -```ts title="src/api/workflow/route.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import { createRegionWorkflow } from "../../workflows/create-region" - -export async function GET( - req: MedusaRequest, - res: MedusaResponse -) { - const { result } = await createRegionWorkflow(req.scope) - .run() - - res.send(result) -} -``` - -### Subscriber - -```ts title="src/subscribers/user-created.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import { - type SubscriberConfig, - type SubscriberArgs, -} from "@medusajs/framework" -import { createRegionWorkflow } from "../workflows/create-region" - -export default async function handleUserCreated({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - const { result } = await createRegionWorkflow(container) - .run() - - console.log(result) -} - -export const config: SubscriberConfig = { - event: "user.created", -} -``` - -### Scheduled Job - -```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} -import { MedusaContainer } from "@medusajs/framework/types" -import { createRegionWorkflow } from "../workflows/create-region" - -export default async function myCustomJob( - container: MedusaContainer -) { - const { result } = await createRegionWorkflow(container) - .run() - - console.log(result) -} - -export const config = { - name: "run-once-a-day", - schedule: `0 0 * * *`, -} -``` - -Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). - -*** - - # Sales Channel Module In this section of the documentation, you will find resources to learn more about the Sales Channel Module and how to use it in your application. @@ -20165,147 +20022,6 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# Store Module - -In this section of the documentation, you will find resources to learn more about the Store Module and how to use it in your application. - -Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/store/index.html.md) to learn how to manage your store using the dashboard. - -Medusa has store related features available out-of-the-box through the Store Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Store Module. - -Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). - -## Store Features - -- [Store Management](https://docs.medusajs.com/references/store/models/Store/index.html.md): Create and manage stores in your application. -- [Multi-Tenancy Support](https://docs.medusajs.com/references/store/models/Store/index.html.md): Create multiple stores, each having its own configurations. - -*** - -## How to Use Store Module's Service - -In your Medusa application, you build flows around commerce modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. - -You can build custom workflows and steps. You can also re-use Medusa's workflows and steps, which are provided by the `@medusajs/medusa/core-flows` package. - -For example: - -```ts title="src/workflows/create-store.ts" highlights={highlights} -import { - createWorkflow, - WorkflowResponse, - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { Modules } from "@medusajs/framework/utils" - -const createStoreStep = createStep( - "create-store", - async ({}, { container }) => { - const storeModuleService = container.resolve(Modules.STORE) - - const store = await storeModuleService.createStores({ - name: "My Store", - supported_currencies: [{ - currency_code: "usd", - is_default: true, - }], - }) - - return new StepResponse({ store }, store.id) - }, - async (storeId, { container }) => { - if(!storeId) { - return - } - const storeModuleService = container.resolve(Modules.STORE) - - await storeModuleService.deleteStores([storeId]) - } -) - -export const createStoreWorkflow = createWorkflow( - "create-store", - () => { - const { store } = createStoreStep() - - return new WorkflowResponse({ store }) - } -) -``` - -You can then execute the workflow in your custom API routes, scheduled jobs, or subscribers: - -### API Route - -```ts title="src/api/workflow/route.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import { createStoreWorkflow } from "../../workflows/create-store" - -export async function GET( - req: MedusaRequest, - res: MedusaResponse -) { - const { result } = await createStoreWorkflow(req.scope) - .run() - - res.send(result) -} -``` - -### Subscriber - -```ts title="src/subscribers/user-created.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import { - type SubscriberConfig, - type SubscriberArgs, -} from "@medusajs/framework" -import { createStoreWorkflow } from "../workflows/create-store" - -export default async function handleUserCreated({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - const { result } = await createStoreWorkflow(container) - .run() - - console.log(result) -} - -export const config: SubscriberConfig = { - event: "user.created", -} -``` - -### Scheduled Job - -```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} -import { MedusaContainer } from "@medusajs/framework/types" -import { createStoreWorkflow } from "../workflows/create-store" - -export default async function myCustomJob( - container: MedusaContainer -) { - const { result } = await createStoreWorkflow(container) - .run() - - console.log(result) -} - -export const config = { - name: "run-once-a-day", - schedule: `0 0 * * *`, -} -``` - -Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). - -*** - - # Stock Location Module In this section of the documentation, you will find resources to learn more about the Stock Location Module and how to use it in your application. @@ -20443,25 +20159,27 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# Tax Module +# Region Module -In this section of the documentation, you will find resources to learn more about the Tax Module and how to use it in your application. +In this section of the documentation, you will find resources to learn more about the Region Module and how to use it in your application. -Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/tax-regions/index.html.md) to learn how to manage tax regions using the dashboard. +Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/regions/index.html.md) to learn how to manage regions using the dashboard. -Medusa has tax related features available out-of-the-box through the Tax Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Tax Module. +Medusa has region related features available out-of-the-box through the Region Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Region Module. Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). -## Tax Features +*** -- [Tax Settings Per Region](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/tax/tax-region/index.html.md): Set different tax settings for each tax region. -- [Tax Rates and Rules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/tax/tax-rates-and-rules/index.html.md): Manage each region's default tax rates and override them with conditioned tax rates. -- [Retrieve Tax Lines for carts and orders](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/tax/tax-calculation-with-provider/index.html.md): Calculate and retrieve the tax lines of a cart or order's line items and shipping methods with tax providers. +## Region Features + +- [Region Management](https://docs.medusajs.com/references/region/models/Region/index.html.md): Manage regions in your store. You can create regions with different currencies and settings. +- [Multi-Currency Support](https://docs.medusajs.com/references/region/models/Region/index.html.md): Each region has a currency. You can support multiple currencies in your store by creating multiple regions. +- [Different Settings Per Region](https://docs.medusajs.com/references/region/models/Region/index.html.md): Each region has its own settings, such as what countries belong to a region or its tax settings. *** -## How to Use Tax Module's Service +## How to Use Region Module's Service In your Medusa application, you build flows around commerce modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. @@ -20469,7 +20187,7 @@ You can build custom workflows and steps. You can also re-use Medusa's workflows For example: -```ts title="src/workflows/create-tax-region.ts" highlights={highlights} +```ts title="src/workflows/create-region.ts" highlights={highlights} import { createWorkflow, WorkflowResponse, @@ -20478,33 +20196,36 @@ import { } from "@medusajs/framework/workflows-sdk" import { Modules } from "@medusajs/framework/utils" -const createTaxRegionStep = createStep( - "create-tax-region", +const createRegionStep = createStep( + "create-region", async ({}, { container }) => { - const taxModuleService = container.resolve(Modules.TAX) + const regionModuleService = container.resolve(Modules.REGION) - const taxRegion = await taxModuleService.createTaxRegions({ - country_code: "us", + const region = await regionModuleService.createRegions({ + name: "Europe", + currency_code: "eur", }) - return new StepResponse({ taxRegion }, taxRegion.id) + return new StepResponse({ region }, region.id) }, - async (taxRegionId, { container }) => { - if (!taxRegionId) { + async (regionId, { container }) => { + if (!regionId) { return } - const taxModuleService = container.resolve(Modules.TAX) + const regionModuleService = container.resolve(Modules.REGION) - await taxModuleService.deleteTaxRegions([taxRegionId]) + await regionModuleService.deleteRegions([regionId]) } ) -export const createTaxRegionWorkflow = createWorkflow( - "create-tax-region", +export const createRegionWorkflow = createWorkflow( + "create-region", () => { - const { taxRegion } = createTaxRegionStep() + const { region } = createRegionStep() - return new WorkflowResponse({ taxRegion }) + return new WorkflowResponse({ + region, + }) } ) ``` @@ -20518,13 +20239,13 @@ import type { MedusaRequest, MedusaResponse, } from "@medusajs/framework/http" -import { createTaxRegionWorkflow } from "../../workflows/create-tax-region" +import { createRegionWorkflow } from "../../workflows/create-region" export async function GET( req: MedusaRequest, res: MedusaResponse ) { - const { result } = await createTaxRegionWorkflow(req.scope) + const { result } = await createRegionWorkflow(req.scope) .run() res.send(result) @@ -20538,13 +20259,13 @@ import { type SubscriberConfig, type SubscriberArgs, } from "@medusajs/framework" -import { createTaxRegionWorkflow } from "../workflows/create-tax-region" +import { createRegionWorkflow } from "../workflows/create-region" export default async function handleUserCreated({ event: { data }, container, }: SubscriberArgs<{ id: string }>) { - const { result } = await createTaxRegionWorkflow(container) + const { result } = await createRegionWorkflow(container) .run() console.log(result) @@ -20559,12 +20280,12 @@ export const config: SubscriberConfig = { ```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} import { MedusaContainer } from "@medusajs/framework/types" -import { createTaxRegionWorkflow } from "../workflows/create-tax-region" +import { createRegionWorkflow } from "../workflows/create-region" export default async function myCustomJob( container: MedusaContainer ) { - const { result } = await createTaxRegionWorkflow(container) + const { result } = await createRegionWorkflow(container) .run() console.log(result) @@ -20580,9 +20301,144 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -## Configure Tax Module -The Tax Module accepts options for further configurations. Refer to [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/tax/module-options/index.html.md) for details on the module's options. +# Store Module + +In this section of the documentation, you will find resources to learn more about the Store Module and how to use it in your application. + +Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/store/index.html.md) to learn how to manage your store using the dashboard. + +Medusa has store related features available out-of-the-box through the Store Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Store Module. + +Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). + +## Store Features + +- [Store Management](https://docs.medusajs.com/references/store/models/Store/index.html.md): Create and manage stores in your application. +- [Multi-Tenancy Support](https://docs.medusajs.com/references/store/models/Store/index.html.md): Create multiple stores, each having its own configurations. + +*** + +## How to Use Store Module's Service + +In your Medusa application, you build flows around commerce modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. + +You can build custom workflows and steps. You can also re-use Medusa's workflows and steps, which are provided by the `@medusajs/medusa/core-flows` package. + +For example: + +```ts title="src/workflows/create-store.ts" highlights={highlights} +import { + createWorkflow, + WorkflowResponse, + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { Modules } from "@medusajs/framework/utils" + +const createStoreStep = createStep( + "create-store", + async ({}, { container }) => { + const storeModuleService = container.resolve(Modules.STORE) + + const store = await storeModuleService.createStores({ + name: "My Store", + supported_currencies: [{ + currency_code: "usd", + is_default: true, + }], + }) + + return new StepResponse({ store }, store.id) + }, + async (storeId, { container }) => { + if(!storeId) { + return + } + const storeModuleService = container.resolve(Modules.STORE) + + await storeModuleService.deleteStores([storeId]) + } +) + +export const createStoreWorkflow = createWorkflow( + "create-store", + () => { + const { store } = createStoreStep() + + return new WorkflowResponse({ store }) + } +) +``` + +You can then execute the workflow in your custom API routes, scheduled jobs, or subscribers: + +### API Route + +```ts title="src/api/workflow/route.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import { createStoreWorkflow } from "../../workflows/create-store" + +export async function GET( + req: MedusaRequest, + res: MedusaResponse +) { + const { result } = await createStoreWorkflow(req.scope) + .run() + + res.send(result) +} +``` + +### Subscriber + +```ts title="src/subscribers/user-created.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import { + type SubscriberConfig, + type SubscriberArgs, +} from "@medusajs/framework" +import { createStoreWorkflow } from "../workflows/create-store" + +export default async function handleUserCreated({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + const { result } = await createStoreWorkflow(container) + .run() + + console.log(result) +} + +export const config: SubscriberConfig = { + event: "user.created", +} +``` + +### Scheduled Job + +```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} +import { MedusaContainer } from "@medusajs/framework/types" +import { createStoreWorkflow } from "../workflows/create-store" + +export default async function myCustomJob( + container: MedusaContainer +) { + const { result } = await createStoreWorkflow(container) + .run() + + console.log(result) +} + +export const config = { + name: "run-once-a-day", + schedule: `0 0 * * *`, +} +``` + +Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). *** @@ -20734,6 +20590,178 @@ The User Module accepts options for further configurations. Refer to [this docum *** +# Tax Module + +In this section of the documentation, you will find resources to learn more about the Tax Module and how to use it in your application. + +Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/tax-regions/index.html.md) to learn how to manage tax regions using the dashboard. + +Medusa has tax related features available out-of-the-box through the Tax Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in commerce modules, such as this Tax Module. + +Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). + +## Tax Features + +- [Tax Settings Per Region](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/tax/tax-region/index.html.md): Set different tax settings for each tax region. +- [Tax Rates and Rules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/tax/tax-rates-and-rules/index.html.md): Manage each region's default tax rates and override them with conditioned tax rates. +- [Retrieve Tax Lines for carts and orders](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/tax/tax-calculation-with-provider/index.html.md): Calculate and retrieve the tax lines of a cart or order's line items and shipping methods with tax providers. + +*** + +## How to Use Tax Module's Service + +In your Medusa application, you build flows around commerce modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. + +You can build custom workflows and steps. You can also re-use Medusa's workflows and steps, which are provided by the `@medusajs/medusa/core-flows` package. + +For example: + +```ts title="src/workflows/create-tax-region.ts" highlights={highlights} +import { + createWorkflow, + WorkflowResponse, + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { Modules } from "@medusajs/framework/utils" + +const createTaxRegionStep = createStep( + "create-tax-region", + async ({}, { container }) => { + const taxModuleService = container.resolve(Modules.TAX) + + const taxRegion = await taxModuleService.createTaxRegions({ + country_code: "us", + }) + + return new StepResponse({ taxRegion }, taxRegion.id) + }, + async (taxRegionId, { container }) => { + if (!taxRegionId) { + return + } + const taxModuleService = container.resolve(Modules.TAX) + + await taxModuleService.deleteTaxRegions([taxRegionId]) + } +) + +export const createTaxRegionWorkflow = createWorkflow( + "create-tax-region", + () => { + const { taxRegion } = createTaxRegionStep() + + return new WorkflowResponse({ taxRegion }) + } +) +``` + +You can then execute the workflow in your custom API routes, scheduled jobs, or subscribers: + +### API Route + +```ts title="src/api/workflow/route.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import { createTaxRegionWorkflow } from "../../workflows/create-tax-region" + +export async function GET( + req: MedusaRequest, + res: MedusaResponse +) { + const { result } = await createTaxRegionWorkflow(req.scope) + .run() + + res.send(result) +} +``` + +### Subscriber + +```ts title="src/subscribers/user-created.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import { + type SubscriberConfig, + type SubscriberArgs, +} from "@medusajs/framework" +import { createTaxRegionWorkflow } from "../workflows/create-tax-region" + +export default async function handleUserCreated({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + const { result } = await createTaxRegionWorkflow(container) + .run() + + console.log(result) +} + +export const config: SubscriberConfig = { + event: "user.created", +} +``` + +### Scheduled Job + +```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} +import { MedusaContainer } from "@medusajs/framework/types" +import { createTaxRegionWorkflow } from "../workflows/create-tax-region" + +export default async function myCustomJob( + container: MedusaContainer +) { + const { result } = await createTaxRegionWorkflow(container) + .run() + + console.log(result) +} + +export const config = { + name: "run-once-a-day", + schedule: `0 0 * * *`, +} +``` + +Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). + +*** + +## Configure Tax Module + +The Tax Module accepts options for further configurations. Refer to [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/tax/module-options/index.html.md) for details on the module's options. + +*** + + +# API Key Concepts + +In this document, you’ll learn about the different types of API keys, their expiration and verification. + +## API Key Types + +There are two types of API keys: + +- `publishable`: A public key used in client applications, such as a storefront. +- `secret`: A secret key used for authentication and verification purposes, such as an admin user’s authentication token or a password reset token. + +The API key’s type is stored in the `type` property of the [ApiKey data model](https://docs.medusajs.com/references/api-key/models/ApiKey/index.html.md). + +*** + +## API Key Expiration + +An API key expires when it’s revoked using the [revoke method of the module’s main service](https://docs.medusajs.com/references/api-key/revoke/index.html.md). + +The associated token is no longer usable or verifiable. + +*** + +## Token Verification + +To verify a token received as an input or in a request, use the [authenticate method of the module’s main service](https://docs.medusajs.com/references/api-key/authenticate/index.html.md) which validates the token against all non-expired tokens. + + # Links between API Key Module and Other Modules This document showcases the module links defined between the API Key Module and other commerce modules. @@ -20832,1672 +20860,6 @@ createRemoteLinkStep({ ``` -# Customer Accounts - -In this document, you’ll learn how registered and unregistered accounts are distinguished in the Medusa application. - -Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/customers/index.html.md) to learn how to manage customers using the dashboard. - -## `has_account` Property - -The [Customer data model](https://docs.medusajs.com/references/customer/models/Customer/index.html.md) has a `has_account` property, which is a boolean that indicates whether a customer is registered. - -When a guest customer places an order, a new `Customer` record is created with `has_account` set to `false`. - -When this or another guest customer registers an account with the same email, a new `Customer` record is created with `has_account` set to `true`. - -*** - -## Email Uniqueness - -The above behavior means that two `Customer` records may exist with the same email. However, the main difference is the `has_account` property's value. - -So, there can only be one guest customer (having `has_account=false`) and one registered customer (having `has_account=true`) with the same email. - - -# Links between Customer Module and Other Modules - -This document showcases the module links defined between the Customer Module and other commerce modules. - -## Summary - -The Customer Module has the following links to other modules: - -Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. - -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -|| in |Stored|| -| in ||Read-only|| -| in ||Read-only|| - -*** - -## Payment Module - -Medusa defines a link between the `Customer` and `AccountHolder` data models, allowing payment providers to save payment methods for a customer, if the payment provider supports it. - -This link is available starting from Medusa `v2.5.0`. - -### Retrieve with Query - -To retrieve the account holder associated with a customer with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `customer.*` in `fields`: - -### query.graph - -```ts -const { data: customers } = await query.graph({ - entity: "customer", - fields: [ - "account_holders.*", - ], -}) - -// customers.account_holders -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: customers } = useQueryGraphStep({ - entity: "customer", - fields: [ - "account_holders.*", - ], -}) - -// customers.account_holders -``` - -### Manage with Link - -To manage the account holders of a customer, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.CUSTOMER]: { - customer_id: "cus_123", - }, - [Modules.PAYMENT]: { - account_holder_id: "acchld_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.CUSTOMER]: { - customer_id: "cus_123", - }, - [Modules.PAYMENT]: { - account_holder_id: "acchld_123", - }, -}) -``` - -*** - -## Cart Module - -Medusa defines a read-only link between the [Cart Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/index.html.md)'s `Cart` data model and the `Customer` data model. Because the link is read-only from the `Cart`'s side, you can only retrieve the customer of a cart, and not the other way around. - -### Retrieve with Query - -To retrieve the customer of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `customer.*` in `fields`: - -### query.graph - -```ts -const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "customer.*", - ], -}) - -// carts.customer -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields: [ - "customer.*", - ], -}) - -// carts.customer -``` - -*** - -## Order Module - -Medusa defines a read-only link between the [Order Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/index.html.md)'s `Order` data model and the `Customer` data model. Because the link is read-only from the `Order`'s side, you can only retrieve the customer of an order, and not the other way around. - -### Retrieve with Query - -To retrieve the customer of an order with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `customer.*` in `fields`: - -### query.graph - -```ts -const { data: orders } = await query.graph({ - entity: "order", - fields: [ - "customer.*", - ], -}) - -// orders.customer -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: orders } = useQueryGraphStep({ - entity: "order", - fields: [ - "customer.*", - ], -}) - -// orders.customer -``` - - -# Links between Currency Module and Other Modules - -This document showcases the module links defined between the Currency Module and other commerce modules. - -## Summary - -The Currency Module has the following links to other modules: - -Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. - -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -| in ||Read-only|| - -*** - -## Store Module - -The Store Module has a `Currency` data model that stores the supported currencies of a store. However, these currencies don't hold all the details of a currency, such as its name or symbol. - -Instead, Medusa defines a read-only link between the [Store Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/store/index.html.md)'s `Currency` data model and the Currency Module's `Currency` data model. Because the link is read-only from the `Store`'s side, you can only retrieve the details of a store's supported currencies, and not the other way around. - -### Retrieve with Query - -To retrieve the details of a store's currencies with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `supported_currencies.currency.*` in `fields`: - -### query.graph - -```ts -const { data: stores } = await query.graph({ - entity: "store", - fields: [ - "supported_currencies.currency.*", - ], -}) - -// stores.supported_currencies -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: stores } = useQueryGraphStep({ - entity: "store", - fields: [ - "supported_currencies.currency.*", - ], -}) - -// stores.supported_currencies -``` - - -# API Key Concepts - -In this document, you’ll learn about the different types of API keys, their expiration and verification. - -## API Key Types - -There are two types of API keys: - -- `publishable`: A public key used in client applications, such as a storefront. -- `secret`: A secret key used for authentication and verification purposes, such as an admin user’s authentication token or a password reset token. - -The API key’s type is stored in the `type` property of the [ApiKey data model](https://docs.medusajs.com/references/api-key/models/ApiKey/index.html.md). - -*** - -## API Key Expiration - -An API key expires when it’s revoked using the [revoke method of the module’s main service](https://docs.medusajs.com/references/api-key/revoke/index.html.md). - -The associated token is no longer usable or verifiable. - -*** - -## Token Verification - -To verify a token received as an input or in a request, use the [authenticate method of the module’s main service](https://docs.medusajs.com/references/api-key/authenticate/index.html.md) which validates the token against all non-expired tokens. - - -# Cart Concepts - -In this document, you’ll get an overview of the main concepts of a cart. - -## Shipping and Billing Addresses - -A cart has a shipping and billing address. Both of these addresses are represented by the [Address data model](https://docs.medusajs.com/references/cart/models/Address/index.html.md). - -![A diagram showcasing the relation between the Cart and Address data models](https://res.cloudinary.com/dza7lstvk/image/upload/v1711532392/Medusa%20Resources/cart-addresses_ls6qmv.jpg) - -*** - -## Line Items - -A line item, represented by the [LineItem](https://docs.medusajs.com/references/cart/models/LineItem/index.html.md) data model, is a quantity of a product variant added to the cart. A cart has multiple line items. - -A line item stores some of the product variant’s properties, such as the `product_title` and `product_description`. It also stores data related to the item’s quantity and price. - -In the Medusa application, a product variant is implemented in the [Product Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/index.html.md). - -*** - -## Shipping Methods - -A shipping method, represented by the [ShippingMethod data model](https://docs.medusajs.com/references/cart/models/ShippingMethod/index.html.md), is used to fulfill the items in the cart after the order is placed. A cart can have more than one shipping method. - -In the Medusa application, the shipping method is created from a shipping option, available through the [Fulfillment Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/index.html.md). Its ID is stored in the `shipping_option_id` property of the method. - -### data Property - -After an order is placed, you can use a third-party fulfillment provider to fulfill its shipments. - -If the fulfillment provider requires additional custom data to be passed along from the checkout process, set this data in the `ShippingMethod`'s `data` property. - -The `data` property is an object used to store custom data relevant later for fulfillment. - - -# Links between Cart Module and Other Modules - -This document showcases the module links defined between the Cart Module and other commerce modules. - -## Summary - -The Cart Module has the following links to other modules: - -Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. - -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -|| in |Read-only|| -| in ||Stored|| -|| in |Stored|| -|| in |Read-only|| -|| in |Read-only|| -|| in |Stored|| -|| in |Read-only|| -|| in |Read-only|| - -*** - -## Customer Module - -Medusa defines a read-only link between the `Cart` data model and the [Customer Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/customer/index.html.md)'s `Customer` data model. This means you can retrieve the details of a cart's customer, but you don't manage the links in a pivot table in the database. The customer of a cart is determined by the `customer_id` property of the `Cart` data model. - -### Retrieve with Query - -To retrieve the customer of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `customer.*` in `fields`: - -### query.graph - -```ts -const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "customer.*", - ], -}) - -// carts.order -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields: [ - "customer.*", - ], -}) - -// carts.order -``` - -*** - -## Order Module - -The [Order Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/index.html.md) provides order-management features. - -Medusa defines a link between the `Cart` and `Order` data models. The cart is linked to the order created once the cart is completed. - -![A diagram showcasing an example of how data models from the Cart and Order modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1728375735/Medusa%20Resources/cart-order_ijwmfs.jpg) - -### Retrieve with Query - -To retrieve the order of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `order.*` in `fields`: - -### query.graph - -```ts -const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "order.*", - ], -}) - -// carts.order -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields: [ - "order.*", - ], -}) - -// carts.order -``` - -### Manage with Link - -To manage the order of a cart, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.CART]: { - cart_id: "cart_123", - }, - [Modules.ORDER]: { - order_id: "order_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.CART]: { - cart_id: "cart_123", - }, - [Modules.ORDER]: { - order_id: "order_123", - }, -}) -``` - -*** - -## Payment Module - -The [Payment Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/index.html.md) handles payment processing and management. - -Medusa defines a link between the `Cart` and `PaymentCollection` data models. A cart has a payment collection which holds all the authorized payment sessions and payments made related to the cart. - -![A diagram showcasing an example of how data models from the Cart and Payment modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1711537849/Medusa%20Resources/cart-payment_ixziqm.jpg) - -### Retrieve with Query - -To retrieve the payment collection of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `payment_collection.*` in `fields`: - -### query.graph - -```ts -const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "payment_collection.*", - ], -}) - -// carts.payment_collection -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields: [ - "payment_collection.*", - ], -}) - -// carts.payment_collection -``` - -### Manage with Link - -To manage the payment collection of a cart, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.CART]: { - cart_id: "cart_123", - }, - [Modules.PAYMENT]: { - payment_collection_id: "paycol_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.CART]: { - cart_id: "cart_123", - }, - [Modules.PAYMENT]: { - payment_collection_id: "paycol_123", - }, -}) -``` - -*** - -## Product Module - -Medusa defines read-only links between: - -- the `LineItem` data model and the [Product Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/index.html.md)'s `Product` data model. This means you can retrieve the details of a line item's product, but you don't manage the links in a pivot table in the database. The product of a line item is determined by the `product_id` property of the `LineItem` data model. -- the `LineItem` data model and the [Product Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/index.html.md)'s `ProductVariant` data model. This means you can retrieve the details of a line item's variant, but you don't manage the links in a pivot table in the database. The variant of a line item is determined by the `variant_id` property of the `LineItem` data model. - -### Retrieve with Query - -To retrieve the variant of a line item with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `variant.*` in `fields`: - -To retrieve the product, pass `product.*` in `fields`. - -### query.graph - -```ts -const { data: lineItems } = await query.graph({ - entity: "line_item", - fields: [ - "variant.*", - ], -}) - -// lineItems.variant -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: lineItems } = useQueryGraphStep({ - entity: "line_item", - fields: [ - "variant.*", - ], -}) - -// lineItems.variant -``` - -*** - -## Promotion Module - -The [Promotion Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/index.html.md) provides discount features. - -Medusa defines a link between the `Cart` and `Promotion` data models. This indicates the promotions applied on a cart. - -![A diagram showcasing an example of how data models from the Cart and Promotion modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1711538015/Medusa%20Resources/cart-promotion_kuh9vm.jpg) - -Medusa also defines a read-only link between the `LineItemAdjustment` and `Promotion` data models. This means you can retrieve the details of the promotion applied on a line item, but you don't manage the links in a pivot table in the database. The promotion of a line item is determined by the `promotion_id` property of the `LineItemAdjustment` data model. - -### Retrieve with Query - -To retrieve the promotions of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `promotions.*` in `fields`: - -To retrieve the promotion of a line item adjustment, pass `promotion.*` in `fields`. - -### query.graph - -```ts -const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "promotions.*", - ], -}) - -// carts.promotions -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields: [ - "promotions.*", - ], -}) - -// carts.promotions -``` - -### Manage with Link - -To manage the promotions of a cart, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.CART]: { - cart_id: "cart_123", - }, - [Modules.PROMOTION]: { - promotion_id: "promo_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.CART]: { - cart_id: "cart_123", - }, - [Modules.PROMOTION]: { - promotion_id: "promo_123", - }, -}) -``` - -*** - -## Region Module - -Medusa defines a read-only link between the `Cart` data model and the [Region Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/region/index.html.md)'s `Region` data model. This means you can retrieve the details of a cart's region, but you don't manage the links in a pivot table in the database. The region of a cart is determined by the `region_id` property of the `Cart` data model. - -### Retrieve with Query - -To retrieve the region of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `region.*` in `fields`: - -### query.graph - -```ts -const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "region.*", - ], -}) - -// carts.region -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields: [ - "region.*", - ], -}) - -// carts.region -``` - -*** - -## Sales Channel Module - -Medusa defines a read-only link between the `Cart` data model and the [Sales Channel Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/sales-channel/index.html.md)'s `SalesChannel` data model. This means you can retrieve the details of a cart's sales channel, but you don't manage the links in a pivot table in the database. The sales channel of a cart is determined by the `sales_channel_id` property of the `Cart` data model. - -### Retrieve with Query - -To retrieve the sales channel of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `sales_channel.*` in `fields`: - -### query.graph - -```ts -const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "sales_channel.*", - ], -}) - -// carts.sales_channel -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields: [ - "sales_channel.*", - ], -}) - -// carts.sales_channel -``` - - -# Tax Lines in Cart Module - -In this document, you’ll learn about tax lines in a cart and how to retrieve tax lines with the Tax Module. - -## What are Tax Lines? - -A tax line indicates the tax rate of a line item or a shipping method. The [LineItemTaxLine data model](https://docs.medusajs.com/references/cart/models/LineItemTaxLine/index.html.md) represents a line item’s tax line, and the [ShippingMethodTaxLine data model](https://docs.medusajs.com/references/cart/models/ShippingMethodTaxLine/index.html.md) represents a shipping method’s tax line. - -![A diagram showcasing the relation between other data models and the tax line models](https://res.cloudinary.com/dza7lstvk/image/upload/v1711534431/Medusa%20Resources/cart-tax-lines_oheaq6.jpg) - -*** - -## Tax Inclusivity - -By default, the tax amount is calculated by taking the tax rate from the line item or shipping method’s amount, and then adding them to the item/method’s subtotal. - -However, line items and shipping methods have an `is_tax_inclusive` property that, when enabled, indicates that the item or method’s price already includes taxes. - -So, instead of calculating the tax rate and adding it to the item/method’s subtotal, it’s calculated as part of the subtotal. - -The following diagram is a simplified showcase of how a subtotal is calculated from the taxes perspective. - -![A diagram showing an example of calculating the subtotal of a line item using its taxes](https://res.cloudinary.com/dza7lstvk/image/upload/v1711535295/Medusa%20Resources/cart-tax-inclusive_shpr3t.jpg) - -For example, if a line item's amount is `5000`, the tax rate is `10`, and tax inclusivity is enabled, the tax amount is 10% of `5000`, which is `500`, making the unit price of the line item `4500`. - -*** - -## Retrieve Tax Lines - -When using the Cart and Tax modules together, you can use the `getTaxLines` method of the Tax Module’s main service. It retrieves the tax lines for a cart’s line items and shipping methods. - -```ts -// retrieve the cart -const cart = await cartModuleService.retrieveCart("cart_123", { - relations: [ - "items.tax_lines", - "shipping_methods.tax_lines", - "shipping_address", - ], -}) - -// retrieve the tax lines -const taxLines = await taxModuleService.getTaxLines( - [ - ...(cart.items as TaxableItemDTO[]), - ...(cart.shipping_methods as TaxableShippingDTO[]), - ], - { - address: { - ...cart.shipping_address, - country_code: - cart.shipping_address.country_code || "us", - }, - } -) -``` - -Then, use the returned tax lines to set the line items and shipping methods’ tax lines: - -```ts -// set line item tax lines -await cartModuleService.setLineItemTaxLines( - cart.id, - taxLines.filter((line) => "line_item_id" in line) -) - -// set shipping method tax lines -await cartModuleService.setLineItemTaxLines( - cart.id, - taxLines.filter((line) => "shipping_line_id" in line) -) -``` - - -# Promotions Adjustments in Carts - -In this document, you’ll learn how a promotion is applied to a cart’s line items and shipping methods using adjustment lines. - -## What are Adjustment Lines? - -An adjustment line indicates a change to an item or a shipping method’s amount. It’s used to apply promotions or discounts on a cart. - -The [LineItemAdjustment](https://docs.medusajs.com/references/cart/models/LineItemAdjustment/index.html.md) data model represents changes on a line item, and the [ShippingMethodAdjustment](https://docs.medusajs.com/references/cart/models/ShippingMethodAdjustment/index.html.md) data model represents changes on a shipping method. - -![A diagram showcasing the relations between other data models and adjustment line models](https://res.cloudinary.com/dza7lstvk/image/upload/v1711534248/Medusa%20Resources/cart-adjustments_k4sttb.jpg) - -The `amount` property of the adjustment line indicates the amount to be discounted from the original amount. Also, the ID of the applied promotion is stored in the `promotion_id` property of the adjustment line. - -*** - -## Discountable Option - -The [LineItem](https://docs.medusajs.com/references/cart/models/LineItem/index.html.md) data model has an `is_discountable` property that indicates whether promotions can be applied to the line item. It’s enabled by default. - -When disabled, a promotion can’t be applied to a line item. In the context of the Promotion Module, the promotion isn’t applied to the line item even if it matches its rules. - -*** - -## Promotion Actions - -When using the Cart and Promotion modules together, such as in the Medusa application, use the [computeActions method of the Promotion Module’s main service](https://docs.medusajs.com/references/promotion/computeActions/index.html.md). It retrieves the actions of line items and shipping methods. - -Learn more about actions in the [Promotion Module’s documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/actions/index.html.md). - -For example: - -```ts collapsibleLines="1-8" expandButtonLabel="Show Imports" -import { - ComputeActionAdjustmentLine, - ComputeActionItemLine, - ComputeActionShippingLine, - // ... -} from "@medusajs/framework/types" - -// retrieve the cart -const cart = await cartModuleService.retrieveCart("cart_123", { - relations: [ - "items.adjustments", - "shipping_methods.adjustments", - ], -}) - -// retrieve line item adjustments -const lineItemAdjustments: ComputeActionItemLine[] = [] -cart.items.forEach((item) => { - const filteredAdjustments = item.adjustments?.filter( - (adjustment) => adjustment.code !== undefined - ) as unknown as ComputeActionAdjustmentLine[] - if (filteredAdjustments.length) { - lineItemAdjustments.push({ - ...item, - adjustments: filteredAdjustments, - }) - } -}) - -// retrieve shipping method adjustments -const shippingMethodAdjustments: ComputeActionShippingLine[] = - [] -cart.shipping_methods.forEach((shippingMethod) => { - const filteredAdjustments = - shippingMethod.adjustments?.filter( - (adjustment) => adjustment.code !== undefined - ) as unknown as ComputeActionAdjustmentLine[] - if (filteredAdjustments.length) { - shippingMethodAdjustments.push({ - ...shippingMethod, - adjustments: filteredAdjustments, - }) - } -}) - -// compute actions -const actions = await promotionModuleService.computeActions( - ["promo_123"], - { - items: lineItemAdjustments, - shipping_methods: shippingMethodAdjustments, - } -) -``` - -The `computeActions` method accepts the existing adjustments of line items and shipping methods to compute the actions accurately. - -Then, use the returned `addItemAdjustment` and `addShippingMethodAdjustment` actions to set the cart’s line item and the shipping method’s adjustments. - -```ts collapsibleLines="1-8" expandButtonLabel="Show Imports" -import { - AddItemAdjustmentAction, - AddShippingMethodAdjustment, - // ... -} from "@medusajs/framework/types" - -// ... - -await cartModuleService.setLineItemAdjustments( - cart.id, - actions.filter( - (action) => action.action === "addItemAdjustment" - ) as AddItemAdjustmentAction[] -) - -await cartModuleService.setShippingMethodAdjustments( - cart.id, - actions.filter( - (action) => - action.action === "addShippingMethodAdjustment" - ) as AddShippingMethodAdjustment[] -) -``` - - -# Fulfillment Concepts - -In this document, you’ll learn about some basic fulfillment concepts. - -## Fulfillment Set - -A fulfillment set is a general form or way of fulfillment. For example, shipping is a form of fulfillment, and pick-up is another form of fulfillment. Each of these can be created as fulfillment sets. - -A fulfillment set is represented by the [FulfillmentSet data model](https://docs.medusajs.com/references/fulfillment/models/FulfillmentSet/index.html.md). All other configurations, options, and management features are related to a fulfillment set, in one way or another. - -```ts -const fulfillmentSets = await fulfillmentModuleService.createFulfillmentSets( - [ - { - name: "Shipping", - type: "shipping", - }, - { - name: "Pick-up", - type: "pick-up", - }, - ] -) -``` - -*** - -## Service Zone - -A service zone is a collection of geographical zones or areas. It’s used to restrict available shipping options to a defined set of locations. - -A service zone is represented by the [ServiceZone data model](https://docs.medusajs.com/references/fulfillment/models/ServiceZone/index.html.md). It’s associated with a fulfillment set, as each service zone is specific to a form of fulfillment. For example, if a customer chooses to pick up items, you can restrict the available shipping options based on their location. - -![A diagram showcasing the relation between fulfillment sets, service zones, and geo zones](https://res.cloudinary.com/dza7lstvk/image/upload/v1712329770/Medusa%20Resources/service-zone_awmvfs.jpg) - -A service zone can have multiple geographical zones, each represented by the [GeoZone data model](https://docs.medusajs.com/references/fulfillment/models/GeoZone/index.html.md). It holds location-related details to narrow down supported areas, such as country, city, or province code. - -*** - -## Shipping Profile - -A shipping profile defines a type of items that are shipped in a similar manner. For example, a `default` shipping profile is used for all item types, but the `digital` shipping profile is used for digital items that aren’t shipped and delivered conventionally. - -A shipping profile is represented by the [ShippingProfile data model](https://docs.medusajs.com/references/fulfillment/models/ShippingProfile/index.html.md). It only defines the profile’s details, but it’s associated with the shipping options available for the item type. - - -# Fulfillment Module Provider - -In this document, you’ll learn what a fulfillment module provider is. - -Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/locations-and-shipping/locations#manage-fulfillment-providers/index.html.md) to learn how to add a fulfillment provider to a location using the dashboard. - -## What’s a Fulfillment Module Provider? - -A fulfillment module provider handles fulfilling items, typically using a third-party integration. - -Fulfillment module providers registered in the Fulfillment Module's [options](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/module-options/index.html.md) are stored and represented by the [FulfillmentProvider data model](https://docs.medusajs.com/references/fulfillment/models/FulfillmentProvider/index.html.md). - -*** - -## Configure Fulfillment Providers - -The Fulfillment Module accepts a `providers` option that allows you to register providers in your application. - -Learn more about the `providers` option in [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/module-options/index.html.md). - -*** - -## How to Create a Fulfillment Provider? - -Refer to [this guide](https://docs.medusajs.com/references/fulfillment/provider/index.html.md) to learn how to create a fulfillment module provider. - - -# Item Fulfillment - -In this document, you’ll learn about the concepts of item fulfillment. - -## Fulfillment Data Model - -A fulfillment is the shipping and delivery of one or more items to the customer. It’s represented by the [Fulfillment data model](https://docs.medusajs.com/references/fulfillment/models/Fulfillment/index.html.md). - -*** - -## Fulfillment Processing by a Fulfillment Provider - -A fulfillment is associated with a fulfillment provider that handles all its processing, such as creating a shipment for the fulfillment’s items. - -The fulfillment is also associated with a shipping option of that provider, which determines how the item is shipped. - -![A diagram showcasing the relation between a fulfillment, fulfillment provider, and shipping option](https://res.cloudinary.com/dza7lstvk/image/upload/v1712331947/Medusa%20Resources/fulfillment-shipping-option_jk9ndp.jpg) - -*** - -## data Property - -The `Fulfillment` data model has a `data` property that holds any necessary data for the third-party fulfillment provider to process the fulfillment. - -For example, the `data` property can hold the ID of the fulfillment in the third-party provider. The associated fulfillment provider then uses it whenever it retrieves the fulfillment’s details. - -*** - -## Fulfillment Items - -A fulfillment is used to fulfill one or more items. Each item is represented by the `FulfillmentItem` data model. - -The fulfillment item holds details relevant to fulfilling the item, such as barcode, SKU, and quantity to fulfill. - -![A diagram showcasing the relation between fulfillment and fulfillment items.](https://res.cloudinary.com/dza7lstvk/image/upload/v1712332114/Medusa%20Resources/fulfillment-item_etzxb0.jpg) - -*** - -## Fulfillment Label - -Once a shipment is created for the fulfillment, you can store its tracking number, URL, or other related details as a label, represented by the `FulfillmentLabel` data model. - -*** - -## Fulfillment Status - -The `Fulfillment` data model has three properties to keep track of the current status of the fulfillment: - -- `packed_at`: The date the fulfillment was packed. If set, then the fulfillment has been packed. -- `shipped_at`: The date the fulfillment was shipped. If set, then the fulfillment has been shipped. -- `delivered_at`: The date the fulfillment was delivered. If set, then the fulfillment has been delivered. - - -# Fulfillment Module Options - -In this document, you'll learn about the options of the Fulfillment Module. - -## providers - -The `providers` option is an array of fulfillment module providers. - -When the Medusa application starts, these providers are registered and can be used to process fulfillments. - -For example: - -```ts title="medusa-config.ts" -import { Modules } from "@medusajs/framework/utils" - -// ... - -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "@medusajs/medusa/fulfillment", - options: { - providers: [ - { - resolve: `@medusajs/medusa/fulfillment-manual`, - id: "manual", - options: { - // provider options... - }, - }, - ], - }, - }, - ], -}) -``` - -The `providers` option is an array of objects that accept the following properties: - -- `resolve`: A string indicating either the package name of the module provider or the path to it relative to the `src` directory. -- `id`: A string indicating the provider's unique name or ID. -- `options`: An optional object of the module provider's options. - - -# Links between Fulfillment Module and Other Modules - -This document showcases the module links defined between the Fulfillment Module and other commerce modules. - -## Summary - -The Fulfillment Module has the following links to other modules: - -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -| in ||Stored|| -| in ||Stored|| -| in ||Stored|| -| in ||Stored|| -| in ||Stored|| -| in ||Stored|| - -*** - -## Order Module - -The [Order Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/index.html.md) provides order-management functionalities. - -Medusa defines a link between the `Fulfillment` and `Order` data models. A fulfillment is created for an orders' items. - -![A diagram showcasing an example of how data models from the Fulfillment and Order modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716549903/Medusa%20Resources/order-fulfillment_h0vlps.jpg) - -A fulfillment is also created for a return's items. So, Medusa defines a link between the `Fulfillment` and `Return` data models. - -![A diagram showcasing an example of how data models from the Fulfillment and Order modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1728399052/Medusa%20Resources/Social_Media_Graphics_2024_Order_Return_vetimk.jpg) - -### Retrieve with Query - -To retrieve the order of a fulfillment with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `order.*` in `fields`: - -To retrieve the return, pass `return.*` in `fields`. - -### query.graph - -```ts -const { data: fulfillments } = await query.graph({ - entity: "fulfillment", - fields: [ - "order.*", - ], -}) - -// fulfillments.order -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: fulfillments } = useQueryGraphStep({ - entity: "fulfillment", - fields: [ - "order.*", - ], -}) - -// fulfillments.order -``` - -### Manage with Link - -To manage the order of a cart, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.ORDER]: { - order_id: "order_123", - }, - [Modules.FULFILLMENT]: { - fulfillment_id: "ful_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.ORDER]: { - order_id: "order_123", - }, - [Modules.FULFILLMENT]: { - fulfillment_id: "ful_123", - }, -}) -``` - -*** - -## Pricing Module - -The Pricing Module provides features to store, manage, and retrieve the best prices in a specified context. - -Medusa defines a link between the `PriceSet` and `ShippingOption` data models. A shipping option's price is stored as a price set. - -![A diagram showcasing an example of how data models from the Pricing and Fulfillment modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716561747/Medusa%20Resources/pricing-fulfillment_spywwa.jpg) - -### Retrieve with Query - -To retrieve the price set of a shipping option with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `price_set.*` in `fields`: - -### query.graph - -```ts -const { data: shippingOptions } = await query.graph({ - entity: "shipping_option", - fields: [ - "price_set.*", - ], -}) - -// shippingOptions.price_set -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: shippingOptions } = useQueryGraphStep({ - entity: "shipping_option", - fields: [ - "price_set.*", - ], -}) - -// shippingOptions.price_set -``` - -### Manage with Link - -To manage the price set of a shipping option, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.FULFILLMENT]: { - shipping_option_id: "so_123", - }, - [Modules.PRICING]: { - price_set_id: "pset_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.FULFILLMENT]: { - shipping_option_id: "so_123", - }, - [Modules.PRICING]: { - price_set_id: "pset_123", - }, -}) -``` - -*** - -## Product Module - -Medusa defines a link between the `ShippingProfile` data model and the `Product` data model of the Product Module. Each product must belong to a shipping profile. - -This link is introduced in [Medusa v2.5.0](https://github.com/medusajs/medusa/releases/tag/v2.5.0). - -### Retrieve with Query - -To retrieve the products of a shipping profile with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `products.*` in `fields`: - -### query.graph - -```ts -const { data: shippingProfiles } = await query.graph({ - entity: "shipping_profile", - fields: [ - "products.*", - ], -}) - -// shippingProfiles.products -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: shippingProfiles } = useQueryGraphStep({ - entity: "shipping_profile", - fields: [ - "products.*", - ], -}) - -// shippingProfiles.products -``` - -### Manage with Link - -To manage the shipping profile of a product, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - [Modules.FULFILLMENT]: { - shipping_profile_id: "sp_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - [Modules.FULFILLMENT]: { - shipping_profile_id: "sp_123", - }, -}) -``` - -*** - -## Stock Location Module - -The Stock Location Module provides features to manage stock locations in a store. - -Medusa defines a link between the `FulfillmentSet` and `StockLocation` data models. A fulfillment set can be conditioned to a specific stock location. - -![A diagram showcasing an example of how data models from the Fulfillment and Stock Location modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1712567101/Medusa%20Resources/fulfillment-stock-location_nlkf7e.jpg) - -Medusa also defines a link between the `FulfillmentProvider` and `StockLocation` data models to indicate the providers that can be used in a location. - -![A diagram showcasing an example of how data models from the Fulfillment and Stock Location modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1728399492/Medusa%20Resources/fulfillment-provider-stock-location_b0mulo.jpg) - -### Retrieve with Query - -To retrieve the stock location of a fulfillment set with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `location.*` in `fields`: - -To retrieve the stock location of a fulfillment provider, pass `locations.*` in `fields`. - -### query.graph - -```ts -const { data: fulfillmentSets } = await query.graph({ - entity: "fulfillment_set", - fields: [ - "location.*", - ], -}) - -// fulfillmentSets.location -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: fulfillmentSets } = useQueryGraphStep({ - entity: "fulfillment_set", - fields: [ - "location.*", - ], -}) - -// fulfillmentSets.location -``` - -### Manage with Link - -To manage the stock location of a fulfillment set, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.STOCK_LOCATION]: { - stock_location_id: "sloc_123", - }, - [Modules.FULFILLMENT]: { - fulfillment_set_id: "fset_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.STOCK_LOCATION]: { - stock_location_id: "sloc_123", - }, - [Modules.FULFILLMENT]: { - fulfillment_set_id: "fset_123", - }, -}) -``` - - -# Shipping Option - -In this document, you’ll learn about shipping options and their rules. - -## What’s a Shipping Option? - -A shipping option is a way of shipping an item. Each fulfillment provider provides a set of shipping options. For example, a provider may provide a shipping option for express shipping and another for standard shipping. - -When the customer places their order, they choose a shipping option to be used to fulfill their items. - -A shipping option is represented by the [ShippingOption data model](https://docs.medusajs.com/references/fulfillment/models/ShippingOption/index.html.md). - -*** - -## Service Zone Restrictions - -A shipping option is restricted by a service zone, limiting the locations a shipping option be used in. - -For example, a fulfillment provider may have a shipping option that can be used in the United States, and another in Canada. - -![A diagram showcasing the relation between shipping options and service zones.](https://res.cloudinary.com/dza7lstvk/image/upload/v1712330831/Medusa%20Resources/shipping-option-service-zone_pobh6k.jpg) - -Service zones can be more restrictive, such as restricting to certain cities or province codes. - -![A diagram showcasing the relation between shipping options, service zones, and geo zones](https://res.cloudinary.com/dza7lstvk/image/upload/v1712331186/Medusa%20Resources/shipping-option-service-zone-city_m5sxod.jpg) - -*** - -## Shipping Option Rules - -You can restrict shipping options by custom rules, such as the item’s weight or the customer’s group. - -These rules are represented by the [ShippingOptionRule data model](https://docs.medusajs.com/references/fulfillment/models/ShippingOptionRule/index.html.md). Its properties define the custom rule: - -- `attribute`: The name of a property or table that the rule applies to. For example, `customer_group`. -- `operator`: The operator used in the condition. For example: - - To allow multiple values, use the operator `in`, which validates that the provided values are in the rule’s values. - - To create a negation condition that considers `value` against the rule, use `nin`, which validates that the provided values aren’t in the rule’s values. - - Check out more operators in [this reference](https://docs.medusajs.com/references/fulfillment/types/fulfillment.RuleOperatorType/index.html.md). -- `value`: One or more values. - -![A diagram showcasing the relation between shipping option and shipping option rules.](https://res.cloudinary.com/dza7lstvk/image/upload/v1712331340/Medusa%20Resources/shipping-option-rule_oosopf.jpg) - -A shipping option can have multiple rules. For example, you can add rules to a shipping option so that it's available if the customer belongs to the VIP group and the total weight is less than 2000g. - -![A diagram showcasing how a shipping option can have multiple rules.](https://res.cloudinary.com/dza7lstvk/image/upload/v1712331462/Medusa%20Resources/shipping-option-rule-2_ylaqdb.jpg) - -*** - -## Shipping Profile and Types - -A shipping option belongs to a type. For example, a shipping option’s type may be `express`, while another `standard`. The type is represented by the [ShippingOptionType data model](https://docs.medusajs.com/references/fulfillment/models/ShippingOptionType/index.html.md). - -A shipping option also belongs to a shipping profile, as each shipping profile defines the type of items to be shipped in a similar manner. - -*** - -## data Property - -When fulfilling an item, you might use a third-party fulfillment provider that requires additional custom data to be passed along from the checkout or order-creation process. - -The `ShippingOption` data model has a `data` property. It's an object that stores custom data relevant later when creating and processing a fulfillment. - - -# Auth Identity and Actor Types - -In this document, you’ll learn about concepts related to identity and actors in the Auth Module. - -## What is an Auth Identity? - -The [AuthIdentity data model](https://docs.medusajs.com/references/auth/models/AuthIdentity/index.html.md) represents a user registered by an [authentication provider](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers/index.html.md). When a user is registered using an authentication provider, the provider creates a record of `AuthIdentity`. - -Then, when the user logs-in in the future with the same authentication provider, the associated auth identity is used to validate their credentials. - -*** - -## Actor Types - -An actor type is a type of user that can be authenticated. The Auth Module doesn't store or manage any user-like models, such as for customers or users. Instead, the user types are created and managed by other modules. For example, a customer is managed by the [Customer Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/customer/index.html.md). - -Then, when an auth identity is created for the actor type, the ID of the user is stored in the `app_metadata` property of the auth identity. - -For example, an auth identity of a customer has the following `app_metadata` property: - -```json -{ - "app_metadata": { - "customer_id": "cus_123" - } -} -``` - -The ID of the user is stored in the key `{actor_type}_id` of the `app_metadata` property. - -*** - -## Protect Routes by Actor Type - -When you protect routes with the `authenticate` middleware, you specify in its first parameter the actor type that must be authenticated to access the specified API routes. - -For example: - -```ts title="src/api/middlewares.ts" highlights={highlights} -import { - defineMiddlewares, - authenticate, -} from "@medusajs/framework/http" - -export default defineMiddlewares({ - routes: [ - { - matcher: "/custom/admin*", - middlewares: [ - authenticate("user", ["session", "bearer", "api-key"]), - ], - }, - ], -}) -``` - -By specifying `user` as the first parameter of `authenticate`, only authenticated users of actor type `user` (admin users) can access API routes starting with `/custom/admin`. - -*** - -## Custom Actor Types - -You can define custom actor types that allows a custom user, managed by your custom module, to authenticate into Medusa. - -For example, if you have a custom module with a `Manager` data model, you can authenticate managers with the `manager` actor type. - -Learn how to create a custom actor type in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/create-actor-type/index.html.md). - - -# Auth Providers - -In this document, you’ll learn how the Auth Module handles authentication using providers. - -## What's an Auth Module Provider? - -An auth module provider handles authenticating customers and users, either using custom logic or by integrating a third-party service. - -For example, the EmailPass Auth Module Provider authenticates a user using their email and password, whereas the Google Auth Module Provider authenticates users using their Google account. - -### Auth Providers List - -- [Emailpass](https://docs.medusajs.com/commerce-modules/auth/auth-providers/emailpass/index.html.md) -- [Google](https://docs.medusajs.com/commerce-modules/auth/auth-providers/google/index.html.md) -- [GitHub](https://docs.medusajs.com/commerce-modules/auth/auth-providers/github/index.html.md) - -*** - -## Configure Allowed Auth Providers of Actor Types - -By default, users of all actor types can authenticate with all installed auth module providers. - -To restrict the auth providers used for actor types, use the [authMethodsPerActor option](https://docs.medusajs.com/docs/learn/configurations/medusa-config#httpauthMethodsPerActor/index.html.md) in Medusa's configurations: - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - projectConfig: { - http: { - authMethodsPerActor: { - user: ["google"], - customer: ["emailpass"], - }, - // ... - }, - // ... - }, -}) -``` - -When you specify the `authMethodsPerActor` configuration, it overrides the default. So, if you don't specify any providers for an actor type, users of that actor type can't authenticate with any provider. - -*** - -## How to Create an Auth Module Provider - -Refer to [this guide](https://docs.medusajs.com/references/auth/provider/index.html.md) to learn how to create an auth module provider. - - # Authentication Flows with the Auth Main Service In this document, you'll learn how to use the Auth Module's main service's methods to implement authentication flows and reset a user's password. @@ -22700,6 +21062,123 @@ In the example above, you use the `emailpass` provider, so you have to pass an o If the returned `success` property is `true`, the password has reset successfully. +# Auth Providers + +In this document, you’ll learn how the Auth Module handles authentication using providers. + +## What's an Auth Module Provider? + +An auth module provider handles authenticating customers and users, either using custom logic or by integrating a third-party service. + +For example, the EmailPass Auth Module Provider authenticates a user using their email and password, whereas the Google Auth Module Provider authenticates users using their Google account. + +### Auth Providers List + +- [Emailpass](https://docs.medusajs.com/commerce-modules/auth/auth-providers/emailpass/index.html.md) +- [Google](https://docs.medusajs.com/commerce-modules/auth/auth-providers/google/index.html.md) +- [GitHub](https://docs.medusajs.com/commerce-modules/auth/auth-providers/github/index.html.md) + +*** + +## Configure Allowed Auth Providers of Actor Types + +By default, users of all actor types can authenticate with all installed auth module providers. + +To restrict the auth providers used for actor types, use the [authMethodsPerActor option](https://docs.medusajs.com/docs/learn/configurations/medusa-config#httpauthMethodsPerActor/index.html.md) in Medusa's configurations: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + projectConfig: { + http: { + authMethodsPerActor: { + user: ["google"], + customer: ["emailpass"], + }, + // ... + }, + // ... + }, +}) +``` + +When you specify the `authMethodsPerActor` configuration, it overrides the default. So, if you don't specify any providers for an actor type, users of that actor type can't authenticate with any provider. + +*** + +## How to Create an Auth Module Provider + +Refer to [this guide](https://docs.medusajs.com/references/auth/provider/index.html.md) to learn how to create an auth module provider. + + +# Auth Identity and Actor Types + +In this document, you’ll learn about concepts related to identity and actors in the Auth Module. + +## What is an Auth Identity? + +The [AuthIdentity data model](https://docs.medusajs.com/references/auth/models/AuthIdentity/index.html.md) represents a user registered by an [authentication provider](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers/index.html.md). When a user is registered using an authentication provider, the provider creates a record of `AuthIdentity`. + +Then, when the user logs-in in the future with the same authentication provider, the associated auth identity is used to validate their credentials. + +*** + +## Actor Types + +An actor type is a type of user that can be authenticated. The Auth Module doesn't store or manage any user-like models, such as for customers or users. Instead, the user types are created and managed by other modules. For example, a customer is managed by the [Customer Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/customer/index.html.md). + +Then, when an auth identity is created for the actor type, the ID of the user is stored in the `app_metadata` property of the auth identity. + +For example, an auth identity of a customer has the following `app_metadata` property: + +```json +{ + "app_metadata": { + "customer_id": "cus_123" + } +} +``` + +The ID of the user is stored in the key `{actor_type}_id` of the `app_metadata` property. + +*** + +## Protect Routes by Actor Type + +When you protect routes with the `authenticate` middleware, you specify in its first parameter the actor type that must be authenticated to access the specified API routes. + +For example: + +```ts title="src/api/middlewares.ts" highlights={highlights} +import { + defineMiddlewares, + authenticate, +} from "@medusajs/framework/http" + +export default defineMiddlewares({ + routes: [ + { + matcher: "/custom/admin*", + middlewares: [ + authenticate("user", ["session", "bearer", "api-key"]), + ], + }, + ], +}) +``` + +By specifying `user` as the first parameter of `authenticate`, only authenticated users of actor type `user` (admin users) can access API routes starting with `/custom/admin`. + +*** + +## Custom Actor Types + +You can define custom actor types that allows a custom user, managed by your custom module, to authenticate into Medusa. + +For example, if you have a custom module with a `Manager` data model, you can authenticate managers with the `manager` actor type. + +Learn how to create a custom actor type in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/create-actor-type/index.html.md). + + # How to Use Authentication Routes In this document, you'll learn about the authentication routes and how to use them to create and log-in users, and reset their password. @@ -23617,6 +22096,1527 @@ The page shows the user password fields to enter their new password, then submit - [Storefront Guide: Reset Customer Password](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/reset-password/index.html.md) +# Cart Concepts + +In this document, you’ll get an overview of the main concepts of a cart. + +## Shipping and Billing Addresses + +A cart has a shipping and billing address. Both of these addresses are represented by the [Address data model](https://docs.medusajs.com/references/cart/models/Address/index.html.md). + +![A diagram showcasing the relation between the Cart and Address data models](https://res.cloudinary.com/dza7lstvk/image/upload/v1711532392/Medusa%20Resources/cart-addresses_ls6qmv.jpg) + +*** + +## Line Items + +A line item, represented by the [LineItem](https://docs.medusajs.com/references/cart/models/LineItem/index.html.md) data model, is a quantity of a product variant added to the cart. A cart has multiple line items. + +A line item stores some of the product variant’s properties, such as the `product_title` and `product_description`. It also stores data related to the item’s quantity and price. + +In the Medusa application, a product variant is implemented in the [Product Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/index.html.md). + +*** + +## Shipping Methods + +A shipping method, represented by the [ShippingMethod data model](https://docs.medusajs.com/references/cart/models/ShippingMethod/index.html.md), is used to fulfill the items in the cart after the order is placed. A cart can have more than one shipping method. + +In the Medusa application, the shipping method is created from a shipping option, available through the [Fulfillment Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/index.html.md). Its ID is stored in the `shipping_option_id` property of the method. + +### data Property + +After an order is placed, you can use a third-party fulfillment provider to fulfill its shipments. + +If the fulfillment provider requires additional custom data to be passed along from the checkout process, set this data in the `ShippingMethod`'s `data` property. + +The `data` property is an object used to store custom data relevant later for fulfillment. + + +# Links between Cart Module and Other Modules + +This document showcases the module links defined between the Cart Module and other commerce modules. + +## Summary + +The Cart Module has the following links to other modules: + +Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. + +|First Data Model|Second Data Model|Type|Description| +|---|---|---|---| +|| in |Read-only|| +| in ||Stored|| +|| in |Stored|| +|| in |Read-only|| +|| in |Read-only|| +|| in |Stored|| +|| in |Read-only|| +|| in |Read-only|| + +*** + +## Customer Module + +Medusa defines a read-only link between the `Cart` data model and the [Customer Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/customer/index.html.md)'s `Customer` data model. This means you can retrieve the details of a cart's customer, but you don't manage the links in a pivot table in the database. The customer of a cart is determined by the `customer_id` property of the `Cart` data model. + +### Retrieve with Query + +To retrieve the customer of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `customer.*` in `fields`: + +### query.graph + +```ts +const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "customer.*", + ], +}) + +// carts.order +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields: [ + "customer.*", + ], +}) + +// carts.order +``` + +*** + +## Order Module + +The [Order Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/index.html.md) provides order-management features. + +Medusa defines a link between the `Cart` and `Order` data models. The cart is linked to the order created once the cart is completed. + +![A diagram showcasing an example of how data models from the Cart and Order modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1728375735/Medusa%20Resources/cart-order_ijwmfs.jpg) + +### Retrieve with Query + +To retrieve the order of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `order.*` in `fields`: + +### query.graph + +```ts +const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "order.*", + ], +}) + +// carts.order +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields: [ + "order.*", + ], +}) + +// carts.order +``` + +### Manage with Link + +To manage the order of a cart, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.CART]: { + cart_id: "cart_123", + }, + [Modules.ORDER]: { + order_id: "order_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.CART]: { + cart_id: "cart_123", + }, + [Modules.ORDER]: { + order_id: "order_123", + }, +}) +``` + +*** + +## Payment Module + +The [Payment Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/index.html.md) handles payment processing and management. + +Medusa defines a link between the `Cart` and `PaymentCollection` data models. A cart has a payment collection which holds all the authorized payment sessions and payments made related to the cart. + +![A diagram showcasing an example of how data models from the Cart and Payment modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1711537849/Medusa%20Resources/cart-payment_ixziqm.jpg) + +### Retrieve with Query + +To retrieve the payment collection of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `payment_collection.*` in `fields`: + +### query.graph + +```ts +const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "payment_collection.*", + ], +}) + +// carts.payment_collection +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields: [ + "payment_collection.*", + ], +}) + +// carts.payment_collection +``` + +### Manage with Link + +To manage the payment collection of a cart, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.CART]: { + cart_id: "cart_123", + }, + [Modules.PAYMENT]: { + payment_collection_id: "paycol_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.CART]: { + cart_id: "cart_123", + }, + [Modules.PAYMENT]: { + payment_collection_id: "paycol_123", + }, +}) +``` + +*** + +## Product Module + +Medusa defines read-only links between: + +- the `LineItem` data model and the [Product Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/index.html.md)'s `Product` data model. This means you can retrieve the details of a line item's product, but you don't manage the links in a pivot table in the database. The product of a line item is determined by the `product_id` property of the `LineItem` data model. +- the `LineItem` data model and the [Product Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/index.html.md)'s `ProductVariant` data model. This means you can retrieve the details of a line item's variant, but you don't manage the links in a pivot table in the database. The variant of a line item is determined by the `variant_id` property of the `LineItem` data model. + +### Retrieve with Query + +To retrieve the variant of a line item with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `variant.*` in `fields`: + +To retrieve the product, pass `product.*` in `fields`. + +### query.graph + +```ts +const { data: lineItems } = await query.graph({ + entity: "line_item", + fields: [ + "variant.*", + ], +}) + +// lineItems.variant +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: lineItems } = useQueryGraphStep({ + entity: "line_item", + fields: [ + "variant.*", + ], +}) + +// lineItems.variant +``` + +*** + +## Promotion Module + +The [Promotion Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/index.html.md) provides discount features. + +Medusa defines a link between the `Cart` and `Promotion` data models. This indicates the promotions applied on a cart. + +![A diagram showcasing an example of how data models from the Cart and Promotion modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1711538015/Medusa%20Resources/cart-promotion_kuh9vm.jpg) + +Medusa also defines a read-only link between the `LineItemAdjustment` and `Promotion` data models. This means you can retrieve the details of the promotion applied on a line item, but you don't manage the links in a pivot table in the database. The promotion of a line item is determined by the `promotion_id` property of the `LineItemAdjustment` data model. + +### Retrieve with Query + +To retrieve the promotions of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `promotions.*` in `fields`: + +To retrieve the promotion of a line item adjustment, pass `promotion.*` in `fields`. + +### query.graph + +```ts +const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "promotions.*", + ], +}) + +// carts.promotions +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields: [ + "promotions.*", + ], +}) + +// carts.promotions +``` + +### Manage with Link + +To manage the promotions of a cart, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.CART]: { + cart_id: "cart_123", + }, + [Modules.PROMOTION]: { + promotion_id: "promo_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.CART]: { + cart_id: "cart_123", + }, + [Modules.PROMOTION]: { + promotion_id: "promo_123", + }, +}) +``` + +*** + +## Region Module + +Medusa defines a read-only link between the `Cart` data model and the [Region Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/region/index.html.md)'s `Region` data model. This means you can retrieve the details of a cart's region, but you don't manage the links in a pivot table in the database. The region of a cart is determined by the `region_id` property of the `Cart` data model. + +### Retrieve with Query + +To retrieve the region of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `region.*` in `fields`: + +### query.graph + +```ts +const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "region.*", + ], +}) + +// carts.region +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields: [ + "region.*", + ], +}) + +// carts.region +``` + +*** + +## Sales Channel Module + +Medusa defines a read-only link between the `Cart` data model and the [Sales Channel Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/sales-channel/index.html.md)'s `SalesChannel` data model. This means you can retrieve the details of a cart's sales channel, but you don't manage the links in a pivot table in the database. The sales channel of a cart is determined by the `sales_channel_id` property of the `Cart` data model. + +### Retrieve with Query + +To retrieve the sales channel of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `sales_channel.*` in `fields`: + +### query.graph + +```ts +const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "sales_channel.*", + ], +}) + +// carts.sales_channel +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields: [ + "sales_channel.*", + ], +}) + +// carts.sales_channel +``` + + +# Promotions Adjustments in Carts + +In this document, you’ll learn how a promotion is applied to a cart’s line items and shipping methods using adjustment lines. + +## What are Adjustment Lines? + +An adjustment line indicates a change to an item or a shipping method’s amount. It’s used to apply promotions or discounts on a cart. + +The [LineItemAdjustment](https://docs.medusajs.com/references/cart/models/LineItemAdjustment/index.html.md) data model represents changes on a line item, and the [ShippingMethodAdjustment](https://docs.medusajs.com/references/cart/models/ShippingMethodAdjustment/index.html.md) data model represents changes on a shipping method. + +![A diagram showcasing the relations between other data models and adjustment line models](https://res.cloudinary.com/dza7lstvk/image/upload/v1711534248/Medusa%20Resources/cart-adjustments_k4sttb.jpg) + +The `amount` property of the adjustment line indicates the amount to be discounted from the original amount. Also, the ID of the applied promotion is stored in the `promotion_id` property of the adjustment line. + +*** + +## Discountable Option + +The [LineItem](https://docs.medusajs.com/references/cart/models/LineItem/index.html.md) data model has an `is_discountable` property that indicates whether promotions can be applied to the line item. It’s enabled by default. + +When disabled, a promotion can’t be applied to a line item. In the context of the Promotion Module, the promotion isn’t applied to the line item even if it matches its rules. + +*** + +## Promotion Actions + +When using the Cart and Promotion modules together, such as in the Medusa application, use the [computeActions method of the Promotion Module’s main service](https://docs.medusajs.com/references/promotion/computeActions/index.html.md). It retrieves the actions of line items and shipping methods. + +Learn more about actions in the [Promotion Module’s documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/actions/index.html.md). + +For example: + +```ts collapsibleLines="1-8" expandButtonLabel="Show Imports" +import { + ComputeActionAdjustmentLine, + ComputeActionItemLine, + ComputeActionShippingLine, + // ... +} from "@medusajs/framework/types" + +// retrieve the cart +const cart = await cartModuleService.retrieveCart("cart_123", { + relations: [ + "items.adjustments", + "shipping_methods.adjustments", + ], +}) + +// retrieve line item adjustments +const lineItemAdjustments: ComputeActionItemLine[] = [] +cart.items.forEach((item) => { + const filteredAdjustments = item.adjustments?.filter( + (adjustment) => adjustment.code !== undefined + ) as unknown as ComputeActionAdjustmentLine[] + if (filteredAdjustments.length) { + lineItemAdjustments.push({ + ...item, + adjustments: filteredAdjustments, + }) + } +}) + +// retrieve shipping method adjustments +const shippingMethodAdjustments: ComputeActionShippingLine[] = + [] +cart.shipping_methods.forEach((shippingMethod) => { + const filteredAdjustments = + shippingMethod.adjustments?.filter( + (adjustment) => adjustment.code !== undefined + ) as unknown as ComputeActionAdjustmentLine[] + if (filteredAdjustments.length) { + shippingMethodAdjustments.push({ + ...shippingMethod, + adjustments: filteredAdjustments, + }) + } +}) + +// compute actions +const actions = await promotionModuleService.computeActions( + ["promo_123"], + { + items: lineItemAdjustments, + shipping_methods: shippingMethodAdjustments, + } +) +``` + +The `computeActions` method accepts the existing adjustments of line items and shipping methods to compute the actions accurately. + +Then, use the returned `addItemAdjustment` and `addShippingMethodAdjustment` actions to set the cart’s line item and the shipping method’s adjustments. + +```ts collapsibleLines="1-8" expandButtonLabel="Show Imports" +import { + AddItemAdjustmentAction, + AddShippingMethodAdjustment, + // ... +} from "@medusajs/framework/types" + +// ... + +await cartModuleService.setLineItemAdjustments( + cart.id, + actions.filter( + (action) => action.action === "addItemAdjustment" + ) as AddItemAdjustmentAction[] +) + +await cartModuleService.setShippingMethodAdjustments( + cart.id, + actions.filter( + (action) => + action.action === "addShippingMethodAdjustment" + ) as AddShippingMethodAdjustment[] +) +``` + + +# Tax Lines in Cart Module + +In this document, you’ll learn about tax lines in a cart and how to retrieve tax lines with the Tax Module. + +## What are Tax Lines? + +A tax line indicates the tax rate of a line item or a shipping method. The [LineItemTaxLine data model](https://docs.medusajs.com/references/cart/models/LineItemTaxLine/index.html.md) represents a line item’s tax line, and the [ShippingMethodTaxLine data model](https://docs.medusajs.com/references/cart/models/ShippingMethodTaxLine/index.html.md) represents a shipping method’s tax line. + +![A diagram showcasing the relation between other data models and the tax line models](https://res.cloudinary.com/dza7lstvk/image/upload/v1711534431/Medusa%20Resources/cart-tax-lines_oheaq6.jpg) + +*** + +## Tax Inclusivity + +By default, the tax amount is calculated by taking the tax rate from the line item or shipping method’s amount, and then adding them to the item/method’s subtotal. + +However, line items and shipping methods have an `is_tax_inclusive` property that, when enabled, indicates that the item or method’s price already includes taxes. + +So, instead of calculating the tax rate and adding it to the item/method’s subtotal, it’s calculated as part of the subtotal. + +The following diagram is a simplified showcase of how a subtotal is calculated from the taxes perspective. + +![A diagram showing an example of calculating the subtotal of a line item using its taxes](https://res.cloudinary.com/dza7lstvk/image/upload/v1711535295/Medusa%20Resources/cart-tax-inclusive_shpr3t.jpg) + +For example, if a line item's amount is `5000`, the tax rate is `10`, and tax inclusivity is enabled, the tax amount is 10% of `5000`, which is `500`, making the unit price of the line item `4500`. + +*** + +## Retrieve Tax Lines + +When using the Cart and Tax modules together, you can use the `getTaxLines` method of the Tax Module’s main service. It retrieves the tax lines for a cart’s line items and shipping methods. + +```ts +// retrieve the cart +const cart = await cartModuleService.retrieveCart("cart_123", { + relations: [ + "items.tax_lines", + "shipping_methods.tax_lines", + "shipping_address", + ], +}) + +// retrieve the tax lines +const taxLines = await taxModuleService.getTaxLines( + [ + ...(cart.items as TaxableItemDTO[]), + ...(cart.shipping_methods as TaxableShippingDTO[]), + ], + { + address: { + ...cart.shipping_address, + country_code: + cart.shipping_address.country_code || "us", + }, + } +) +``` + +Then, use the returned tax lines to set the line items and shipping methods’ tax lines: + +```ts +// set line item tax lines +await cartModuleService.setLineItemTaxLines( + cart.id, + taxLines.filter((line) => "line_item_id" in line) +) + +// set shipping method tax lines +await cartModuleService.setLineItemTaxLines( + cart.id, + taxLines.filter((line) => "shipping_line_id" in line) +) +``` + + +# Links between Currency Module and Other Modules + +This document showcases the module links defined between the Currency Module and other commerce modules. + +## Summary + +The Currency Module has the following links to other modules: + +Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. + +|First Data Model|Second Data Model|Type|Description| +|---|---|---|---| +| in ||Read-only|| + +*** + +## Store Module + +The Store Module has a `Currency` data model that stores the supported currencies of a store. However, these currencies don't hold all the details of a currency, such as its name or symbol. + +Instead, Medusa defines a read-only link between the [Store Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/store/index.html.md)'s `Currency` data model and the Currency Module's `Currency` data model. Because the link is read-only from the `Store`'s side, you can only retrieve the details of a store's supported currencies, and not the other way around. + +### Retrieve with Query + +To retrieve the details of a store's currencies with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `supported_currencies.currency.*` in `fields`: + +### query.graph + +```ts +const { data: stores } = await query.graph({ + entity: "store", + fields: [ + "supported_currencies.currency.*", + ], +}) + +// stores.supported_currencies +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: stores } = useQueryGraphStep({ + entity: "store", + fields: [ + "supported_currencies.currency.*", + ], +}) + +// stores.supported_currencies +``` + + +# Customer Accounts + +In this document, you’ll learn how registered and unregistered accounts are distinguished in the Medusa application. + +Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/customers/index.html.md) to learn how to manage customers using the dashboard. + +## `has_account` Property + +The [Customer data model](https://docs.medusajs.com/references/customer/models/Customer/index.html.md) has a `has_account` property, which is a boolean that indicates whether a customer is registered. + +When a guest customer places an order, a new `Customer` record is created with `has_account` set to `false`. + +When this or another guest customer registers an account with the same email, a new `Customer` record is created with `has_account` set to `true`. + +*** + +## Email Uniqueness + +The above behavior means that two `Customer` records may exist with the same email. However, the main difference is the `has_account` property's value. + +So, there can only be one guest customer (having `has_account=false`) and one registered customer (having `has_account=true`) with the same email. + + +# Links between Customer Module and Other Modules + +This document showcases the module links defined between the Customer Module and other commerce modules. + +## Summary + +The Customer Module has the following links to other modules: + +Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. + +|First Data Model|Second Data Model|Type|Description| +|---|---|---|---| +|| in |Stored|| +| in ||Read-only|| +| in ||Read-only|| + +*** + +## Payment Module + +Medusa defines a link between the `Customer` and `AccountHolder` data models, allowing payment providers to save payment methods for a customer, if the payment provider supports it. + +This link is available starting from Medusa `v2.5.0`. + +### Retrieve with Query + +To retrieve the account holder associated with a customer with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `customer.*` in `fields`: + +### query.graph + +```ts +const { data: customers } = await query.graph({ + entity: "customer", + fields: [ + "account_holders.*", + ], +}) + +// customers.account_holders +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: customers } = useQueryGraphStep({ + entity: "customer", + fields: [ + "account_holders.*", + ], +}) + +// customers.account_holders +``` + +### Manage with Link + +To manage the account holders of a customer, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.CUSTOMER]: { + customer_id: "cus_123", + }, + [Modules.PAYMENT]: { + account_holder_id: "acchld_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.CUSTOMER]: { + customer_id: "cus_123", + }, + [Modules.PAYMENT]: { + account_holder_id: "acchld_123", + }, +}) +``` + +*** + +## Cart Module + +Medusa defines a read-only link between the [Cart Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/index.html.md)'s `Cart` data model and the `Customer` data model. Because the link is read-only from the `Cart`'s side, you can only retrieve the customer of a cart, and not the other way around. + +### Retrieve with Query + +To retrieve the customer of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `customer.*` in `fields`: + +### query.graph + +```ts +const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "customer.*", + ], +}) + +// carts.customer +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields: [ + "customer.*", + ], +}) + +// carts.customer +``` + +*** + +## Order Module + +Medusa defines a read-only link between the [Order Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/index.html.md)'s `Order` data model and the `Customer` data model. Because the link is read-only from the `Order`'s side, you can only retrieve the customer of an order, and not the other way around. + +### Retrieve with Query + +To retrieve the customer of an order with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `customer.*` in `fields`: + +### query.graph + +```ts +const { data: orders } = await query.graph({ + entity: "order", + fields: [ + "customer.*", + ], +}) + +// orders.customer +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: orders } = useQueryGraphStep({ + entity: "order", + fields: [ + "customer.*", + ], +}) + +// orders.customer +``` + + +# Fulfillment Concepts + +In this document, you’ll learn about some basic fulfillment concepts. + +## Fulfillment Set + +A fulfillment set is a general form or way of fulfillment. For example, shipping is a form of fulfillment, and pick-up is another form of fulfillment. Each of these can be created as fulfillment sets. + +A fulfillment set is represented by the [FulfillmentSet data model](https://docs.medusajs.com/references/fulfillment/models/FulfillmentSet/index.html.md). All other configurations, options, and management features are related to a fulfillment set, in one way or another. + +```ts +const fulfillmentSets = await fulfillmentModuleService.createFulfillmentSets( + [ + { + name: "Shipping", + type: "shipping", + }, + { + name: "Pick-up", + type: "pick-up", + }, + ] +) +``` + +*** + +## Service Zone + +A service zone is a collection of geographical zones or areas. It’s used to restrict available shipping options to a defined set of locations. + +A service zone is represented by the [ServiceZone data model](https://docs.medusajs.com/references/fulfillment/models/ServiceZone/index.html.md). It’s associated with a fulfillment set, as each service zone is specific to a form of fulfillment. For example, if a customer chooses to pick up items, you can restrict the available shipping options based on their location. + +![A diagram showcasing the relation between fulfillment sets, service zones, and geo zones](https://res.cloudinary.com/dza7lstvk/image/upload/v1712329770/Medusa%20Resources/service-zone_awmvfs.jpg) + +A service zone can have multiple geographical zones, each represented by the [GeoZone data model](https://docs.medusajs.com/references/fulfillment/models/GeoZone/index.html.md). It holds location-related details to narrow down supported areas, such as country, city, or province code. + +*** + +## Shipping Profile + +A shipping profile defines a type of items that are shipped in a similar manner. For example, a `default` shipping profile is used for all item types, but the `digital` shipping profile is used for digital items that aren’t shipped and delivered conventionally. + +A shipping profile is represented by the [ShippingProfile data model](https://docs.medusajs.com/references/fulfillment/models/ShippingProfile/index.html.md). It only defines the profile’s details, but it’s associated with the shipping options available for the item type. + + +# Fulfillment Module Provider + +In this document, you’ll learn what a fulfillment module provider is. + +Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/locations-and-shipping/locations#manage-fulfillment-providers/index.html.md) to learn how to add a fulfillment provider to a location using the dashboard. + +## What’s a Fulfillment Module Provider? + +A fulfillment module provider handles fulfilling items, typically using a third-party integration. + +Fulfillment module providers registered in the Fulfillment Module's [options](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/module-options/index.html.md) are stored and represented by the [FulfillmentProvider data model](https://docs.medusajs.com/references/fulfillment/models/FulfillmentProvider/index.html.md). + +*** + +## Configure Fulfillment Providers + +The Fulfillment Module accepts a `providers` option that allows you to register providers in your application. + +Learn more about the `providers` option in [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/module-options/index.html.md). + +*** + +## How to Create a Fulfillment Provider? + +Refer to [this guide](https://docs.medusajs.com/references/fulfillment/provider/index.html.md) to learn how to create a fulfillment module provider. + + +# Item Fulfillment + +In this document, you’ll learn about the concepts of item fulfillment. + +## Fulfillment Data Model + +A fulfillment is the shipping and delivery of one or more items to the customer. It’s represented by the [Fulfillment data model](https://docs.medusajs.com/references/fulfillment/models/Fulfillment/index.html.md). + +*** + +## Fulfillment Processing by a Fulfillment Provider + +A fulfillment is associated with a fulfillment provider that handles all its processing, such as creating a shipment for the fulfillment’s items. + +The fulfillment is also associated with a shipping option of that provider, which determines how the item is shipped. + +![A diagram showcasing the relation between a fulfillment, fulfillment provider, and shipping option](https://res.cloudinary.com/dza7lstvk/image/upload/v1712331947/Medusa%20Resources/fulfillment-shipping-option_jk9ndp.jpg) + +*** + +## data Property + +The `Fulfillment` data model has a `data` property that holds any necessary data for the third-party fulfillment provider to process the fulfillment. + +For example, the `data` property can hold the ID of the fulfillment in the third-party provider. The associated fulfillment provider then uses it whenever it retrieves the fulfillment’s details. + +*** + +## Fulfillment Items + +A fulfillment is used to fulfill one or more items. Each item is represented by the `FulfillmentItem` data model. + +The fulfillment item holds details relevant to fulfilling the item, such as barcode, SKU, and quantity to fulfill. + +![A diagram showcasing the relation between fulfillment and fulfillment items.](https://res.cloudinary.com/dza7lstvk/image/upload/v1712332114/Medusa%20Resources/fulfillment-item_etzxb0.jpg) + +*** + +## Fulfillment Label + +Once a shipment is created for the fulfillment, you can store its tracking number, URL, or other related details as a label, represented by the `FulfillmentLabel` data model. + +*** + +## Fulfillment Status + +The `Fulfillment` data model has three properties to keep track of the current status of the fulfillment: + +- `packed_at`: The date the fulfillment was packed. If set, then the fulfillment has been packed. +- `shipped_at`: The date the fulfillment was shipped. If set, then the fulfillment has been shipped. +- `delivered_at`: The date the fulfillment was delivered. If set, then the fulfillment has been delivered. + + +# Fulfillment Module Options + +In this document, you'll learn about the options of the Fulfillment Module. + +## providers + +The `providers` option is an array of fulfillment module providers. + +When the Medusa application starts, these providers are registered and can be used to process fulfillments. + +For example: + +```ts title="medusa-config.ts" +import { Modules } from "@medusajs/framework/utils" + +// ... + +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "@medusajs/medusa/fulfillment", + options: { + providers: [ + { + resolve: `@medusajs/medusa/fulfillment-manual`, + id: "manual", + options: { + // provider options... + }, + }, + ], + }, + }, + ], +}) +``` + +The `providers` option is an array of objects that accept the following properties: + +- `resolve`: A string indicating either the package name of the module provider or the path to it relative to the `src` directory. +- `id`: A string indicating the provider's unique name or ID. +- `options`: An optional object of the module provider's options. + + +# Links between Fulfillment Module and Other Modules + +This document showcases the module links defined between the Fulfillment Module and other commerce modules. + +## Summary + +The Fulfillment Module has the following links to other modules: + +|First Data Model|Second Data Model|Type|Description| +|---|---|---|---| +| in ||Stored|| +| in ||Stored|| +| in ||Stored|| +| in ||Stored|| +| in ||Stored|| +| in ||Stored|| + +*** + +## Order Module + +The [Order Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/index.html.md) provides order-management functionalities. + +Medusa defines a link between the `Fulfillment` and `Order` data models. A fulfillment is created for an orders' items. + +![A diagram showcasing an example of how data models from the Fulfillment and Order modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716549903/Medusa%20Resources/order-fulfillment_h0vlps.jpg) + +A fulfillment is also created for a return's items. So, Medusa defines a link between the `Fulfillment` and `Return` data models. + +![A diagram showcasing an example of how data models from the Fulfillment and Order modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1728399052/Medusa%20Resources/Social_Media_Graphics_2024_Order_Return_vetimk.jpg) + +### Retrieve with Query + +To retrieve the order of a fulfillment with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `order.*` in `fields`: + +To retrieve the return, pass `return.*` in `fields`. + +### query.graph + +```ts +const { data: fulfillments } = await query.graph({ + entity: "fulfillment", + fields: [ + "order.*", + ], +}) + +// fulfillments.order +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: fulfillments } = useQueryGraphStep({ + entity: "fulfillment", + fields: [ + "order.*", + ], +}) + +// fulfillments.order +``` + +### Manage with Link + +To manage the order of a cart, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.ORDER]: { + order_id: "order_123", + }, + [Modules.FULFILLMENT]: { + fulfillment_id: "ful_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.ORDER]: { + order_id: "order_123", + }, + [Modules.FULFILLMENT]: { + fulfillment_id: "ful_123", + }, +}) +``` + +*** + +## Pricing Module + +The Pricing Module provides features to store, manage, and retrieve the best prices in a specified context. + +Medusa defines a link between the `PriceSet` and `ShippingOption` data models. A shipping option's price is stored as a price set. + +![A diagram showcasing an example of how data models from the Pricing and Fulfillment modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716561747/Medusa%20Resources/pricing-fulfillment_spywwa.jpg) + +### Retrieve with Query + +To retrieve the price set of a shipping option with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `price_set.*` in `fields`: + +### query.graph + +```ts +const { data: shippingOptions } = await query.graph({ + entity: "shipping_option", + fields: [ + "price_set.*", + ], +}) + +// shippingOptions.price_set +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: shippingOptions } = useQueryGraphStep({ + entity: "shipping_option", + fields: [ + "price_set.*", + ], +}) + +// shippingOptions.price_set +``` + +### Manage with Link + +To manage the price set of a shipping option, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.FULFILLMENT]: { + shipping_option_id: "so_123", + }, + [Modules.PRICING]: { + price_set_id: "pset_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.FULFILLMENT]: { + shipping_option_id: "so_123", + }, + [Modules.PRICING]: { + price_set_id: "pset_123", + }, +}) +``` + +*** + +## Product Module + +Medusa defines a link between the `ShippingProfile` data model and the `Product` data model of the Product Module. Each product must belong to a shipping profile. + +This link is introduced in [Medusa v2.5.0](https://github.com/medusajs/medusa/releases/tag/v2.5.0). + +### Retrieve with Query + +To retrieve the products of a shipping profile with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `products.*` in `fields`: + +### query.graph + +```ts +const { data: shippingProfiles } = await query.graph({ + entity: "shipping_profile", + fields: [ + "products.*", + ], +}) + +// shippingProfiles.products +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: shippingProfiles } = useQueryGraphStep({ + entity: "shipping_profile", + fields: [ + "products.*", + ], +}) + +// shippingProfiles.products +``` + +### Manage with Link + +To manage the shipping profile of a product, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + [Modules.FULFILLMENT]: { + shipping_profile_id: "sp_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + [Modules.FULFILLMENT]: { + shipping_profile_id: "sp_123", + }, +}) +``` + +*** + +## Stock Location Module + +The Stock Location Module provides features to manage stock locations in a store. + +Medusa defines a link between the `FulfillmentSet` and `StockLocation` data models. A fulfillment set can be conditioned to a specific stock location. + +![A diagram showcasing an example of how data models from the Fulfillment and Stock Location modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1712567101/Medusa%20Resources/fulfillment-stock-location_nlkf7e.jpg) + +Medusa also defines a link between the `FulfillmentProvider` and `StockLocation` data models to indicate the providers that can be used in a location. + +![A diagram showcasing an example of how data models from the Fulfillment and Stock Location modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1728399492/Medusa%20Resources/fulfillment-provider-stock-location_b0mulo.jpg) + +### Retrieve with Query + +To retrieve the stock location of a fulfillment set with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `location.*` in `fields`: + +To retrieve the stock location of a fulfillment provider, pass `locations.*` in `fields`. + +### query.graph + +```ts +const { data: fulfillmentSets } = await query.graph({ + entity: "fulfillment_set", + fields: [ + "location.*", + ], +}) + +// fulfillmentSets.location +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: fulfillmentSets } = useQueryGraphStep({ + entity: "fulfillment_set", + fields: [ + "location.*", + ], +}) + +// fulfillmentSets.location +``` + +### Manage with Link + +To manage the stock location of a fulfillment set, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.STOCK_LOCATION]: { + stock_location_id: "sloc_123", + }, + [Modules.FULFILLMENT]: { + fulfillment_set_id: "fset_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.STOCK_LOCATION]: { + stock_location_id: "sloc_123", + }, + [Modules.FULFILLMENT]: { + fulfillment_set_id: "fset_123", + }, +}) +``` + + +# Shipping Option + +In this document, you’ll learn about shipping options and their rules. + +## What’s a Shipping Option? + +A shipping option is a way of shipping an item. Each fulfillment provider provides a set of shipping options. For example, a provider may provide a shipping option for express shipping and another for standard shipping. + +When the customer places their order, they choose a shipping option to be used to fulfill their items. + +A shipping option is represented by the [ShippingOption data model](https://docs.medusajs.com/references/fulfillment/models/ShippingOption/index.html.md). + +*** + +## Service Zone Restrictions + +A shipping option is restricted by a service zone, limiting the locations a shipping option be used in. + +For example, a fulfillment provider may have a shipping option that can be used in the United States, and another in Canada. + +![A diagram showcasing the relation between shipping options and service zones.](https://res.cloudinary.com/dza7lstvk/image/upload/v1712330831/Medusa%20Resources/shipping-option-service-zone_pobh6k.jpg) + +Service zones can be more restrictive, such as restricting to certain cities or province codes. + +![A diagram showcasing the relation between shipping options, service zones, and geo zones](https://res.cloudinary.com/dza7lstvk/image/upload/v1712331186/Medusa%20Resources/shipping-option-service-zone-city_m5sxod.jpg) + +*** + +## Shipping Option Rules + +You can restrict shipping options by custom rules, such as the item’s weight or the customer’s group. + +These rules are represented by the [ShippingOptionRule data model](https://docs.medusajs.com/references/fulfillment/models/ShippingOptionRule/index.html.md). Its properties define the custom rule: + +- `attribute`: The name of a property or table that the rule applies to. For example, `customer_group`. +- `operator`: The operator used in the condition. For example: + - To allow multiple values, use the operator `in`, which validates that the provided values are in the rule’s values. + - To create a negation condition that considers `value` against the rule, use `nin`, which validates that the provided values aren’t in the rule’s values. + - Check out more operators in [this reference](https://docs.medusajs.com/references/fulfillment/types/fulfillment.RuleOperatorType/index.html.md). +- `value`: One or more values. + +![A diagram showcasing the relation between shipping option and shipping option rules.](https://res.cloudinary.com/dza7lstvk/image/upload/v1712331340/Medusa%20Resources/shipping-option-rule_oosopf.jpg) + +A shipping option can have multiple rules. For example, you can add rules to a shipping option so that it's available if the customer belongs to the VIP group and the total weight is less than 2000g. + +![A diagram showcasing how a shipping option can have multiple rules.](https://res.cloudinary.com/dza7lstvk/image/upload/v1712331462/Medusa%20Resources/shipping-option-rule-2_ylaqdb.jpg) + +*** + +## Shipping Profile and Types + +A shipping option belongs to a type. For example, a shipping option’s type may be `express`, while another `standard`. The type is represented by the [ShippingOptionType data model](https://docs.medusajs.com/references/fulfillment/models/ShippingOptionType/index.html.md). + +A shipping option also belongs to a shipping profile, as each shipping profile defines the type of items to be shipped in a similar manner. + +*** + +## data Property + +When fulfilling an item, you might use a third-party fulfillment provider that requires additional custom data to be passed along from the checkout or order-creation process. + +The `ShippingOption` data model has a `data` property. It's an object that stores custom data relevant later when creating and processing a fulfillment. + + # Inventory Concepts In this document, you’ll learn about the main concepts in the Inventory Module, and how data is stored and related. @@ -24463,75 +24463,6 @@ Any payment or refund made is stored in the [Transaction data model](https://doc When an exchange is confirmed, the order’s version is incremented. -# Order Change - -In this document, you'll learn about the Order Change data model and possible actions in it. - -## OrderChange Data Model - -The [OrderChange data model](https://docs.medusajs.com/references/order/models/OrderChange/index.html.md) represents any kind of change to an order, such as a return, exchange, or edit. - -Its `change_type` property indicates what the order change is created for: - -1. `edit`: The order change is making edits to the order, as explained in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/edit/index.html.md). -2. `exchange`: The order change is associated with an exchange, which you can learn about in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/exchange/index.html.md). -3. `claim`: The order change is associated with a claim, which you can learn about in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/claim/index.html.md). -4. `return_request` or `return_receive`: The order change is associated with a return, which you can learn about in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/return/index.html.md). - -Once the order change is confirmed, its changes are applied on the order. - -*** - -## Order Change Actions - -The actions to perform on the original order by a change, such as adding an item, are represented by the [OrderChangeAction data model](https://docs.medusajs.com/references/order/models/OrderChangeAction/index.html.md). - -The `OrderChangeAction` has an `action` property that indicates the type of action to perform on the order, and a `details` property that holds more details related to the action. - -The following table lists the possible `action` values that Medusa uses and what `details` they carry. - -|Action|Description|Details| -|---|---|---|---|---| -|\`ITEM\_ADD\`|Add an item to the order.|\`details\`| -|\`ITEM\_UPDATE\`|Update an item in the order.|\`details\`| -|\`RETURN\_ITEM\`|Set an item to be returned.|\`details\`| -|\`RECEIVE\_RETURN\_ITEM\`|Mark a return item as received.|\`details\`| -|\`RECEIVE\_DAMAGED\_RETURN\_ITEM\`|Mark a return item that's damaged as received.|\`details\`| -|\`SHIPPING\_ADD\`|Add a shipping method for new or returned items.|No details added. The ID to the shipping method is added in the | -|\`SHIPPING\_ADD\`|Add a shipping method for new or returned items.|No details added. The ID to the shipping method is added in the | -|\`WRITE\_OFF\_ITEM\`|Remove an item's quantity as part of the claim, without adding the quantity back to the item variant's inventory.|\`details\`| - - -# Order Versioning - -In this document, you’ll learn how an order and its details are versioned. - -## What's Versioning? - -Versioning means assigning a version number to a record, such as an order and its items. This is useful to view the different versions of the order following changes in its lifetime. - -When changes are made on an order, such as an item is added or returned, the order's version changes. - -*** - -## version Property - -The `Order` and `OrderSummary` data models have a `version` property that indicates the current version. By default, its value is `1`. - -Other order-related data models, such as `OrderItem`, also has a `version` property, but it indicates the version it belongs to. - -*** - -## How the Version Changes - -When the order is changed, such as an item is exchanged, this changes the version of the order and its related data: - -1. The version of the order and its summary is incremented. -2. Related order data that have a `version` property, such as the `OrderItem`, are duplicated. The duplicated item has the new version, whereas the original item has the previous version. - -When the order is retrieved, only the related data having the same version is retrieved. - - # Links between Order Module and Other Modules This document showcases the module links defined between the Order Module and other commerce modules. @@ -25056,6 +24987,197 @@ const { data: orders } = useQueryGraphStep({ ``` +# Order Change + +In this document, you'll learn about the Order Change data model and possible actions in it. + +## OrderChange Data Model + +The [OrderChange data model](https://docs.medusajs.com/references/order/models/OrderChange/index.html.md) represents any kind of change to an order, such as a return, exchange, or edit. + +Its `change_type` property indicates what the order change is created for: + +1. `edit`: The order change is making edits to the order, as explained in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/edit/index.html.md). +2. `exchange`: The order change is associated with an exchange, which you can learn about in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/exchange/index.html.md). +3. `claim`: The order change is associated with a claim, which you can learn about in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/claim/index.html.md). +4. `return_request` or `return_receive`: The order change is associated with a return, which you can learn about in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/return/index.html.md). + +Once the order change is confirmed, its changes are applied on the order. + +*** + +## Order Change Actions + +The actions to perform on the original order by a change, such as adding an item, are represented by the [OrderChangeAction data model](https://docs.medusajs.com/references/order/models/OrderChangeAction/index.html.md). + +The `OrderChangeAction` has an `action` property that indicates the type of action to perform on the order, and a `details` property that holds more details related to the action. + +The following table lists the possible `action` values that Medusa uses and what `details` they carry. + +|Action|Description|Details| +|---|---|---|---|---| +|\`ITEM\_ADD\`|Add an item to the order.|\`details\`| +|\`ITEM\_UPDATE\`|Update an item in the order.|\`details\`| +|\`RETURN\_ITEM\`|Set an item to be returned.|\`details\`| +|\`RECEIVE\_RETURN\_ITEM\`|Mark a return item as received.|\`details\`| +|\`RECEIVE\_DAMAGED\_RETURN\_ITEM\`|Mark a return item that's damaged as received.|\`details\`| +|\`SHIPPING\_ADD\`|Add a shipping method for new or returned items.|No details added. The ID to the shipping method is added in the | +|\`SHIPPING\_ADD\`|Add a shipping method for new or returned items.|No details added. The ID to the shipping method is added in the | +|\`WRITE\_OFF\_ITEM\`|Remove an item's quantity as part of the claim, without adding the quantity back to the item variant's inventory.|\`details\`| + + +# Order Versioning + +In this document, you’ll learn how an order and its details are versioned. + +## What's Versioning? + +Versioning means assigning a version number to a record, such as an order and its items. This is useful to view the different versions of the order following changes in its lifetime. + +When changes are made on an order, such as an item is added or returned, the order's version changes. + +*** + +## version Property + +The `Order` and `OrderSummary` data models have a `version` property that indicates the current version. By default, its value is `1`. + +Other order-related data models, such as `OrderItem`, also has a `version` property, but it indicates the version it belongs to. + +*** + +## How the Version Changes + +When the order is changed, such as an item is exchanged, this changes the version of the order and its related data: + +1. The version of the order and its summary is incremented. +2. Related order data that have a `version` property, such as the `OrderItem`, are duplicated. The duplicated item has the new version, whereas the original item has the previous version. + +When the order is retrieved, only the related data having the same version is retrieved. + + +# Promotions Adjustments in Orders + +In this document, you’ll learn how a promotion is applied to an order’s items and shipping methods using adjustment lines. + +## What are Adjustment Lines? + +An adjustment line indicates a change to a line item or a shipping method’s amount. It’s used to apply promotions or discounts on an order. + +The [OrderLineItemAdjustment data model](https://docs.medusajs.com/references/order/models/OrderLineItemAdjustment/index.html.md) represents changes on a line item, and the [OrderShippingMethodAdjustment data model](https://docs.medusajs.com/references/order/models/OrderShippingMethodAdjustment/index.html.md) represents changes on a shipping method. + +![A diagram showcasing the relation between an order, its items and shipping methods, and their adjustment lines](https://res.cloudinary.com/dza7lstvk/image/upload/v1712306017/Medusa%20Resources/order-adjustments_myflir.jpg) + +The `amount` property of the adjustment line indicates the amount to be discounted from the original amount. + +The ID of the applied promotion is stored in the `promotion_id` property of the adjustment line. + +*** + +## Discountable Option + +The `OrderLineItem` data model has an `is_discountable` property that indicates whether promotions can be applied to the line item. It’s enabled by default. + +When disabled, a promotion can’t be applied to a line item. In the context of the Promotion Module, the promotion isn’t applied to the line item even if it matches its rules. + +*** + +## Promotion Actions + +When using the Order and Promotion modules together, use the [computeActions method of the Promotion Module’s main service](https://docs.medusajs.com/references/promotion/computeActions/index.html.md). It retrieves the actions of line items and shipping methods. + +Learn more about actions in the [Promotion Module’s documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/actions/index.html.md). + +```ts collapsibleLines="1-10" expandButtonLabel="Show Imports" +import { + ComputeActionAdjustmentLine, + ComputeActionItemLine, + ComputeActionShippingLine, + // ... +} from "@medusajs/framework/types" + +// ... + +// retrieve the order +const order = await orderModuleService.retrieveOrder("ord_123", { + relations: [ + "items.item.adjustments", + "shipping_methods.shipping_method.adjustments", + ], +}) +// retrieve the line item adjustments +const lineItemAdjustments: ComputeActionItemLine[] = [] +order.items.forEach((item) => { + const filteredAdjustments = item.adjustments?.filter( + (adjustment) => adjustment.code !== undefined + ) as unknown as ComputeActionAdjustmentLine[] + if (filteredAdjustments.length) { + lineItemAdjustments.push({ + ...item, + ...item.detail, + adjustments: filteredAdjustments, + }) + } +}) + +//retrieve shipping method adjustments +const shippingMethodAdjustments: ComputeActionShippingLine[] = + [] +order.shipping_methods.forEach((shippingMethod) => { + const filteredAdjustments = + shippingMethod.adjustments?.filter( + (adjustment) => adjustment.code !== undefined + ) as unknown as ComputeActionAdjustmentLine[] + if (filteredAdjustments.length) { + shippingMethodAdjustments.push({ + ...shippingMethod, + adjustments: filteredAdjustments, + }) + } +}) + +// compute actions +const actions = await promotionModuleService.computeActions( + ["promo_123"], + { + items: lineItemAdjustments, + shipping_methods: shippingMethodAdjustments, + // TODO infer from cart or region + currency_code: "usd", + } +) +``` + +The `computeActions` method accepts the existing adjustments of line items and shipping methods to compute the actions accurately. + +Then, use the returned `addItemAdjustment` and `addShippingMethodAdjustment` actions to set the order’s line items and the shipping method’s adjustments. + +```ts collapsibleLines="1-9" expandButtonLabel="Show Imports" +import { + AddItemAdjustmentAction, + AddShippingMethodAdjustment, + // ... +} from "@medusajs/framework/types" + +// ... + +await orderModuleService.setOrderLineItemAdjustments( + order.id, + actions.filter( + (action) => action.action === "addItemAdjustment" + ) as AddItemAdjustmentAction[] +) + +await orderModuleService.setOrderShippingMethodAdjustments( + order.id, + actions.filter( + (action) => + action.action === "addShippingMethodAdjustment" + ) as AddShippingMethodAdjustment[] +) +``` + + # Order Return In this document, you’ll learn about order returns. @@ -25194,128 +25316,6 @@ The `OrderTransaction` data model has two properties that determine which data m - `reference_id`: indicates the ID of the record in the table. For example, `pay_123`. -# Promotions Adjustments in Orders - -In this document, you’ll learn how a promotion is applied to an order’s items and shipping methods using adjustment lines. - -## What are Adjustment Lines? - -An adjustment line indicates a change to a line item or a shipping method’s amount. It’s used to apply promotions or discounts on an order. - -The [OrderLineItemAdjustment data model](https://docs.medusajs.com/references/order/models/OrderLineItemAdjustment/index.html.md) represents changes on a line item, and the [OrderShippingMethodAdjustment data model](https://docs.medusajs.com/references/order/models/OrderShippingMethodAdjustment/index.html.md) represents changes on a shipping method. - -![A diagram showcasing the relation between an order, its items and shipping methods, and their adjustment lines](https://res.cloudinary.com/dza7lstvk/image/upload/v1712306017/Medusa%20Resources/order-adjustments_myflir.jpg) - -The `amount` property of the adjustment line indicates the amount to be discounted from the original amount. - -The ID of the applied promotion is stored in the `promotion_id` property of the adjustment line. - -*** - -## Discountable Option - -The `OrderLineItem` data model has an `is_discountable` property that indicates whether promotions can be applied to the line item. It’s enabled by default. - -When disabled, a promotion can’t be applied to a line item. In the context of the Promotion Module, the promotion isn’t applied to the line item even if it matches its rules. - -*** - -## Promotion Actions - -When using the Order and Promotion modules together, use the [computeActions method of the Promotion Module’s main service](https://docs.medusajs.com/references/promotion/computeActions/index.html.md). It retrieves the actions of line items and shipping methods. - -Learn more about actions in the [Promotion Module’s documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/actions/index.html.md). - -```ts collapsibleLines="1-10" expandButtonLabel="Show Imports" -import { - ComputeActionAdjustmentLine, - ComputeActionItemLine, - ComputeActionShippingLine, - // ... -} from "@medusajs/framework/types" - -// ... - -// retrieve the order -const order = await orderModuleService.retrieveOrder("ord_123", { - relations: [ - "items.item.adjustments", - "shipping_methods.shipping_method.adjustments", - ], -}) -// retrieve the line item adjustments -const lineItemAdjustments: ComputeActionItemLine[] = [] -order.items.forEach((item) => { - const filteredAdjustments = item.adjustments?.filter( - (adjustment) => adjustment.code !== undefined - ) as unknown as ComputeActionAdjustmentLine[] - if (filteredAdjustments.length) { - lineItemAdjustments.push({ - ...item, - ...item.detail, - adjustments: filteredAdjustments, - }) - } -}) - -//retrieve shipping method adjustments -const shippingMethodAdjustments: ComputeActionShippingLine[] = - [] -order.shipping_methods.forEach((shippingMethod) => { - const filteredAdjustments = - shippingMethod.adjustments?.filter( - (adjustment) => adjustment.code !== undefined - ) as unknown as ComputeActionAdjustmentLine[] - if (filteredAdjustments.length) { - shippingMethodAdjustments.push({ - ...shippingMethod, - adjustments: filteredAdjustments, - }) - } -}) - -// compute actions -const actions = await promotionModuleService.computeActions( - ["promo_123"], - { - items: lineItemAdjustments, - shipping_methods: shippingMethodAdjustments, - // TODO infer from cart or region - currency_code: "usd", - } -) -``` - -The `computeActions` method accepts the existing adjustments of line items and shipping methods to compute the actions accurately. - -Then, use the returned `addItemAdjustment` and `addShippingMethodAdjustment` actions to set the order’s line items and the shipping method’s adjustments. - -```ts collapsibleLines="1-9" expandButtonLabel="Show Imports" -import { - AddItemAdjustmentAction, - AddShippingMethodAdjustment, - // ... -} from "@medusajs/framework/types" - -// ... - -await orderModuleService.setOrderLineItemAdjustments( - order.id, - actions.filter( - (action) => action.action === "addItemAdjustment" - ) as AddItemAdjustmentAction[] -) - -await orderModuleService.setOrderShippingMethodAdjustments( - order.id, - actions.filter( - (action) => - action.action === "addShippingMethodAdjustment" - ) as AddShippingMethodAdjustment[] -) -``` - - # Pricing Concepts In this document, you’ll learn about the main concepts in the Pricing Module. @@ -25339,190 +25339,6 @@ A price list has optional `start_date` and `end_date` properties that indicate t Its associated prices are represented by the `Price` data model. -# Links between Pricing Module and Other Modules - -This document showcases the module links defined between the Pricing Module and other commerce modules. - -## Summary - -The Pricing Module has the following links to other modules: - -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -| in ||Stored|| -| in ||Stored|| - -*** - -## Fulfillment Module - -The Fulfillment Module provides fulfillment-related functionalities, including shipping options that the customer chooses from when they place their order. However, it doesn't provide pricing-related functionalities for these options. - -Medusa defines a link between the `PriceSet` and `ShippingOption` data models. A shipping option's price is stored as a price set. - -![A diagram showcasing an example of how data models from the Pricing and Fulfillment modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716561747/Medusa%20Resources/pricing-fulfillment_spywwa.jpg) - -### Retrieve with Query - -To retrieve the shipping option of a price set with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `shipping_option.*` in `fields`: - -### query.graph - -```ts -const { data: priceSets } = await query.graph({ - entity: "price_set", - fields: [ - "shipping_option.*", - ], -}) - -// priceSets.shipping_option -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: priceSets } = useQueryGraphStep({ - entity: "price_set", - fields: [ - "shipping_option.*", - ], -}) - -// priceSets.shipping_option -``` - -### Manage with Link - -To manage the price set of a shipping option, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.FULFILLMENT]: { - shipping_option_id: "so_123", - }, - [Modules.PRICING]: { - price_set_id: "pset_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.FULFILLMENT]: { - shipping_option_id: "so_123", - }, - [Modules.PRICING]: { - price_set_id: "pset_123", - }, -}) -``` - -*** - -## Product Module - -The Product Module doesn't store or manage the prices of product variants. - -Medusa defines a link between the `ProductVariant` and the `PriceSet`. A product variant’s prices are stored as prices belonging to a price set. - -![A diagram showcasing an example of how data models from the Pricing and Product Module are linked. The PriceSet is linked to the ProductVariant of the Product Module.](https://res.cloudinary.com/dza7lstvk/image/upload/v1709651039/Medusa%20Resources/pricing-product_m4xaut.jpg) - -So, when you want to add prices for a product variant, you create a price set and add the prices to it. - -You can then benefit from adding rules to prices or using the `calculatePrices` method to retrieve the price of a product variant within a specified context. - -### Retrieve with Query - -To retrieve the variant of a price set with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `variant.*` in `fields`: - -### query.graph - -```ts -const { data: priceSets } = await query.graph({ - entity: "price_set", - fields: [ - "variant.*", - ], -}) - -// priceSets.variant -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: priceSets } = useQueryGraphStep({ - entity: "price_set", - fields: [ - "variant.*", - ], -}) - -// priceSets.variant -``` - -### Manage with Link - -To manage the price set of a variant, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.PRODUCT]: { - variant_id: "variant_123", - }, - [Modules.PRICING]: { - price_set_id: "pset_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.PRODUCT]: { - variant_id: "variant_123", - }, - [Modules.PRICING]: { - price_set_id: "pset_123", - }, -}) -``` - - # Prices Calculation In this document, you'll learn how prices are calculated when you use the [calculatePrices method](https://docs.medusajs.com/references/pricing/calculatePrices/index.html.md) of the Pricing Module's main service. @@ -25747,6 +25563,1067 @@ The `rules_count` property of a `PriceList` indicates how many rules are applied ![A diagram showcasing the relation between the PriceSet, PriceList, Price, RuleType, and PriceListRuleValue](https://res.cloudinary.com/dza7lstvk/image/upload/v1709641999/Medusa%20Resources/price-list_zd10yd.jpg) +# Links between Pricing Module and Other Modules + +This document showcases the module links defined between the Pricing Module and other commerce modules. + +## Summary + +The Pricing Module has the following links to other modules: + +|First Data Model|Second Data Model|Type|Description| +|---|---|---|---| +| in ||Stored|| +| in ||Stored|| + +*** + +## Fulfillment Module + +The Fulfillment Module provides fulfillment-related functionalities, including shipping options that the customer chooses from when they place their order. However, it doesn't provide pricing-related functionalities for these options. + +Medusa defines a link between the `PriceSet` and `ShippingOption` data models. A shipping option's price is stored as a price set. + +![A diagram showcasing an example of how data models from the Pricing and Fulfillment modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716561747/Medusa%20Resources/pricing-fulfillment_spywwa.jpg) + +### Retrieve with Query + +To retrieve the shipping option of a price set with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `shipping_option.*` in `fields`: + +### query.graph + +```ts +const { data: priceSets } = await query.graph({ + entity: "price_set", + fields: [ + "shipping_option.*", + ], +}) + +// priceSets.shipping_option +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: priceSets } = useQueryGraphStep({ + entity: "price_set", + fields: [ + "shipping_option.*", + ], +}) + +// priceSets.shipping_option +``` + +### Manage with Link + +To manage the price set of a shipping option, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.FULFILLMENT]: { + shipping_option_id: "so_123", + }, + [Modules.PRICING]: { + price_set_id: "pset_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.FULFILLMENT]: { + shipping_option_id: "so_123", + }, + [Modules.PRICING]: { + price_set_id: "pset_123", + }, +}) +``` + +*** + +## Product Module + +The Product Module doesn't store or manage the prices of product variants. + +Medusa defines a link between the `ProductVariant` and the `PriceSet`. A product variant’s prices are stored as prices belonging to a price set. + +![A diagram showcasing an example of how data models from the Pricing and Product Module are linked. The PriceSet is linked to the ProductVariant of the Product Module.](https://res.cloudinary.com/dza7lstvk/image/upload/v1709651039/Medusa%20Resources/pricing-product_m4xaut.jpg) + +So, when you want to add prices for a product variant, you create a price set and add the prices to it. + +You can then benefit from adding rules to prices or using the `calculatePrices` method to retrieve the price of a product variant within a specified context. + +### Retrieve with Query + +To retrieve the variant of a price set with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `variant.*` in `fields`: + +### query.graph + +```ts +const { data: priceSets } = await query.graph({ + entity: "price_set", + fields: [ + "variant.*", + ], +}) + +// priceSets.variant +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: priceSets } = useQueryGraphStep({ + entity: "price_set", + fields: [ + "variant.*", + ], +}) + +// priceSets.variant +``` + +### Manage with Link + +To manage the price set of a variant, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.PRODUCT]: { + variant_id: "variant_123", + }, + [Modules.PRICING]: { + price_set_id: "pset_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.PRODUCT]: { + variant_id: "variant_123", + }, + [Modules.PRICING]: { + price_set_id: "pset_123", + }, +}) +``` + + +# Tax-Inclusive Pricing + +In this document, you’ll learn about tax-inclusive pricing and how it's used when calculating prices. + +## What is Tax-Inclusive Pricing? + +A tax-inclusive price is a price of a resource that includes taxes. Medusa calculates the tax amount from the price rather than adds the amount to it. + +For example, if a product’s price is $50, the tax rate is 2%, and tax-inclusive pricing is enabled, then the product's price is $49, and the applied tax amount is $1. + +*** + +## How is Tax-Inclusive Pricing Set? + +The [PricePreference data model](https://docs.medusajs.com/references/pricing/models/PricePreference/index.html.md) holds the tax-inclusive setting for a context. It has two properties that indicate the context: + +- `attribute`: The name of the attribute to compare against. For example, `region_id` or `currency_code`. +- `value`: The attribute’s value. For example, `reg_123` or `usd`. + +Only `region_id` and `currency_code` are supported as an `attribute` at the moment. + +The `is_tax_inclusive` property indicates whether tax-inclusivity is enabled in the specified context. + +For example: + +```json +{ + "attribute": "currency_code", + "value": "USD", + "is_tax_inclusive": true, +} +``` + +In this example, tax-inclusivity is enabled for the `USD` currency code. + +*** + +## Tax-Inclusive Pricing in Price Calculation + +### Tax Context + +As mentioned in the [Price Calculation documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-calculation#calculation-context/index.html.md), The `calculatePrices` method accepts as a parameter a calculation context. + +To get accurate tax results, pass the `region_id` and / or `currency_code` in the calculation context. + +### Returned Tax Properties + +The `calculatePrices` method returns two properties related to tax-inclusivity: + +Learn more about the returned properties in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-calculation#returned-price-object/index.html.md). + +- `is_calculated_price_tax_inclusive`: Whether the selected `calculated_price` is tax-inclusive. +- `is_original_price_tax_inclusive` : Whether the selected `original_price` is tax-inclusive. + +A price is considered tax-inclusive if: + +1. It belongs to the region or currency code specified in the calculation context; +2. and the region or currency code has a price preference with `is_tax_inclusive` enabled. + +### Tax Context Precedence + +A region’s price preference’s `is_tax_inclusive`'s value takes higher precedence in determining whether a price is tax-inclusive if: + +- both the `region_id` and `currency_code` are provided in the calculation context; +- the selected price belongs to the region; +- and the region has a price preference + + +# Account Holders and Saved Payment Methods + +In this documentation, you'll learn about account holders, and how they're used to save payment methods in third-party payment providers. + +Account holders are available starting from Medusa `v2.5.0`. + +## What's an Account Holder? + +An account holder represents a customer that can have saved payment methods in a third-party service. It's represented by the `AccountHolder` data model. + +It holds fields retrieved from the third-party provider, such as: + +- `external_id`: The ID of the equivalent customer or account holder in the third-party provider. +- `data`: Data returned by the payment provider when the account holder is created. + +A payment provider that supports saving payment methods for customers would create the equivalent of an account holder in the third-party provider. Then, whenever a payment method is saved, it would be saved under the account holder in the third-party provider. + +### Relation between Account Holder and Customer + +The Medusa application creates a link between the [Customer](https://docs.medusajs.com/references/customer/models/Customer/index.html.md) data model of the [Customer Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/customer/index.html.md) and the `AccountHolder` data model of the Payment Module. + +This link indicates that a customer can have more than one account holder, each representing saved payment methods in different payment providers. + +Learn more about this link in the [Link to Other Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/links-to-other-modules/index.html.md) guide. + +*** + +## Save Payment Methods + +If a payment provider supports saving payment methods for a customer, they must implement the following methods: + +- `createAccountHolder`: Creates an account holder in the payment provider. The Payment Module uses this method before creating the account holder in Medusa, and uses the returned data to set fields like `external_id` and `data` in the created `AccountHolder` record. +- `deleteAccountHolder`: Deletes an account holder in the payment provider. The Payment Module uses this method when an account holder is deleted in Medusa. +- `savePaymentMethod`: Saves a payment method for an account holder in the payment provider. +- `listPaymentMethods`: Lists saved payment methods in the third-party service for an account holder. This is useful when displaying the customer's saved payment methods in the storefront. + +Learn more about implementing these methods in the [Create Payment Provider guide](https://docs.medusajs.com/references/payment/provider/index.html.md). + +*** + +## Account Holder in Medusa Payment Flows + +In the Medusa application, when a payment session is created for a registered customer, the Medusa application uses the Payment Module to create an account holder for the customer. + +Consequently, the Payment Module uses the payment provider to create an account holder in the third-party service, then creates the account holder in Medusa. + +This flow is only supported if the chosen payment provider has implemented the necessary [save payment methods](#save-payment-methods). + + +# Links between Payment Module and Other Modules + +This document showcases the module links defined between the Payment Module and other commerce modules. + +## Summary + +The Payment Module has the following links to other modules: + +|First Data Model|Second Data Model|Type|Description| +|---|---|---|---| +| in ||Stored|| +| in ||Stored|| +| in ||Stored|| +| in ||Stored|| +| in ||Stored|| +| in ||Stored|| + +*** + +## Cart Module + +The Cart Module provides cart-related features, but not payment processing. + +Medusa defines a link between the `Cart` and `PaymentCollection` data models. A cart has a payment collection which holds all the authorized payment sessions and payments made related to the cart. + +Learn more about this relation in [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment-collection#usage-with-the-cart-module/index.html.md). + +### Retrieve with Query + +To retrieve the cart associated with the payment collection with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `cart.*` in `fields`: + +### query.graph + +```ts +const { data: paymentCollections } = await query.graph({ + entity: "payment_collection", + fields: [ + "cart.*", + ], +}) + +// paymentCollections.cart +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: paymentCollections } = useQueryGraphStep({ + entity: "payment_collection", + fields: [ + "cart.*", + ], +}) + +// paymentCollections.cart +``` + +### Manage with Link + +To manage the payment collection of a cart, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.CART]: { + cart_id: "cart_123", + }, + [Modules.PAYMENT]: { + payment_collection_id: "paycol_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.CART]: { + cart_id: "cart_123", + }, + [Modules.PAYMENT]: { + payment_collection_id: "paycol_123", + }, +}) +``` + +*** + +## Customer Module + +Medusa defines a link between the `Customer` and `AccountHolder` data models, allowing payment providers to save payment methods for a customer, if the payment provider supports it. + +This link is available starting from Medusa `v2.5.0`. + +### Retrieve with Query + +To retrieve the customer associated with an account holder with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `customer.*` in `fields`: + +### query.graph + +```ts +const { data: accountHolders } = await query.graph({ + entity: "account_holder", + fields: [ + "customer.*", + ], +}) + +// accountHolders.customer +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: accountHolders } = useQueryGraphStep({ + entity: "account_holder", + fields: [ + "customer.*", + ], +}) + +// accountHolders.customer +``` + +### Manage with Link + +To manage the account holders of a customer, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.CUSTOMER]: { + customer_id: "cus_123", + }, + [Modules.PAYMENT]: { + account_holder_id: "acchld_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.CUSTOMER]: { + customer_id: "cus_123", + }, + [Modules.PAYMENT]: { + account_holder_id: "acchld_123", + }, +}) +``` + +*** + +## Order Module + +An order's payment details are stored in a payment collection. This also applies for claims and exchanges. + +So, Medusa defines links between the `PaymentCollection` data model and the `Order`, `OrderClaim`, and `OrderExchange` data models. + +![A diagram showcasing an example of how data models from the Order and Payment modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716554726/Medusa%20Resources/order-payment_ubdwok.jpg) + +### Retrieve with Query + +To retrieve the order of a payment collection with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `order.*` in `fields`: + +### query.graph + +```ts +const { data: paymentCollections } = await query.graph({ + entity: "payment_collection", + fields: [ + "order.*", + ], +}) + +// paymentCollections.order +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: paymentCollections } = useQueryGraphStep({ + entity: "payment_collection", + fields: [ + "order.*", + ], +}) + +// paymentCollections.order +``` + +### Manage with Link + +To manage the payment collections of an order, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.ORDER]: { + order_id: "order_123", + }, + [Modules.PAYMENT]: { + payment_collection_id: "paycol_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.ORDER]: { + order_id: "order_123", + }, + [Modules.PAYMENT]: { + payment_collection_id: "paycol_123", + }, +}) +``` + +*** + +## Region Module + +You can specify for each region which payment providers are available. The Medusa application defines a link between the `PaymentProvider` and the `Region` data models. + +![A diagram showcasing an example of how resources from the Payment and Region modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1711569520/Medusa%20Resources/payment-region_jyo2dz.jpg) + +This increases the flexibility of your store. For example, you only show during checkout the payment providers associated with the cart's region. + +### Retrieve with Query + +To retrieve the regions of a payment provider with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `regions.*` in `fields`: + +### query.graph + +```ts +const { data: paymentProviders } = await query.graph({ + entity: "payment_provider", + fields: [ + "regions.*", + ], +}) + +// paymentProviders.regions +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: paymentProviders } = useQueryGraphStep({ + entity: "payment_provider", + fields: [ + "regions.*", + ], +}) + +// paymentProviders.regions +``` + +### Manage with Link + +To manage the payment providers in a region, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.REGION]: { + region_id: "reg_123", + }, + [Modules.PAYMENT]: { + payment_provider_id: "pp_stripe_stripe", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.REGION]: { + region_id: "reg_123", + }, + [Modules.PAYMENT]: { + payment_provider_id: "pp_stripe_stripe", + }, +}) +``` + + +# Payment Module Options + +In this document, you'll learn about the options of the Payment Module. + +## All Module Options + +|Option|Description|Required|Default| +|---|---|---|---|---|---|---| +|\`webhook\_delay\`|A number indicating the delay in milliseconds before processing a webhook event.|No|\`5000\`| +|\`webhook\_retries\`|The number of times to retry the webhook event processing in case of an error.|No|\`3\`| +|\`providers\`|An array of payment providers to install and register. Learn more |No|-| + +*** + +## providers Option + +The `providers` option is an array of payment module providers. + +When the Medusa application starts, these providers are registered and can be used to process payments. + +For example: + +```ts title="medusa-config.ts" +import { Modules } from "@medusajs/framework/utils" + +// ... + +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "@medusajs/medusa/payment", + options: { + providers: [ + { + resolve: "@medusajs/medusa/payment-stripe", + id: "stripe", + options: { + // ... + }, + }, + ], + }, + }, + ], +}) +``` + +The `providers` option is an array of objects that accept the following properties: + +- `resolve`: A string indicating the package name of the module provider or the path to it relative to the `src` directory. +- `id`: A string indicating the provider's unique name or ID. +- `options`: An optional object of the module provider's options. + + +# Payment + +In this document, you’ll learn what a payment is and how it's created, captured, and refunded. + +## What's a Payment? + +When a payment session is authorized, a payment, represented by the [Payment data model](https://docs.medusajs.com/references/payment/models/Payment/index.html.md), is created. This payment can later be captured or refunded. + +A payment carries many of the data and relations of a payment session: + +- It belongs to the same payment collection. +- It’s associated with the same payment provider, which handles further payment processing. +- It stores the payment session’s `data` property in its `data` property, as it’s still useful for the payment provider’s processing. + +*** + +## Capture Payments + +When a payment is captured, a capture, represented by the [Capture data model](https://docs.medusajs.com/references/payment/models/Capture/index.html.md), is created. It holds details related to the capture, such as the amount, the capture date, and more. + +The payment can also be captured incrementally, each time a capture record is created for that amount. + +![A diagram showcasing how a payment's multiple captures are stored](https://res.cloudinary.com/dza7lstvk/image/upload/v1711565445/Medusa%20Resources/payment-capture_f5fve1.jpg) + +*** + +## Refund Payments + +When a payment is refunded, a refund, represented by the [Refund data model](https://docs.medusajs.com/references/payment/models/Refund/index.html.md), is created. It holds details related to the refund, such as the amount, refund date, and more. + +A payment can be refunded multiple times, and each time a refund record is created. + +![A diagram showcasing how a payment's multiple refunds are stored](https://res.cloudinary.com/dza7lstvk/image/upload/v1711565555/Medusa%20Resources/payment-refund_lgfvyy.jpg) + + +# Payment Collection + +In this document, you’ll learn what a payment collection is and how the Medusa application uses it with the Cart Module. + +## What's a Payment Collection? + +A payment collection stores payment details related to a resource, such as a cart or an order. It’s represented by the [PaymentCollection data model](https://docs.medusajs.com/references/payment/models/PaymentCollection/index.html.md). + +Every purchase or request for payment starts with a payment collection. The collection holds details necessary to complete the payment, including: + +- The [payment sessions](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment-session/index.html.md) that represents the payment amount to authorize. +- The [payments](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment/index.html.md) that are created when a payment session is authorized. They can be captured and refunded. +- The [payment providers](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment-provider/index.html.md) that handle the processing of each payment session, including the authorization, capture, and refund. + +*** + +## Multiple Payments + +The payment collection supports multiple payment sessions and payments. + +You can use this to accept payments in increments or split payments across payment providers. + +![Diagram showcasing how a payment collection can have multiple payment sessions and payments](https://res.cloudinary.com/dza7lstvk/image/upload/v1711554695/Medusa%20Resources/payment-collection-multiple-payments_oi3z3n.jpg) + +*** + +## Usage with the Cart Module + +The Cart Module provides cart management features. However, it doesn’t provide any features related to accepting payment. + +During checkout, the Medusa application links a cart to a payment collection, which will be used for further payment processing. + +It also implements the payment flow during checkout as explained in [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment-flow/index.html.md). + +![Diagram showcasing the relation between the Payment and Cart modules](https://res.cloudinary.com/dza7lstvk/image/upload/v1711537849/Medusa%20Resources/cart-payment_ixziqm.jpg) + + +# Accept Payment Flow + +In this document, you’ll learn how to implement an accept-payment flow using workflows or the Payment Module's main service. + +It's highly recommended to use Medusa's workflows to implement this flow. Use the Payment Module's main service for more complex cases. + +For a guide on how to implement this flow in the storefront, check out [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/checkout/payment/index.html.md). + +## Flow Overview + +![A diagram showcasing the payment flow's steps](https://res.cloudinary.com/dza7lstvk/image/upload/v1711566781/Medusa%20Resources/payment-flow_jblrvw.jpg) + +*** + +## 1. Create a Payment Collection + +A payment collection holds all details related to a resource’s payment operations. So, you start off by creating a payment collection. + +For example: + +### Using Workflow + +```ts +import { createPaymentCollectionForCartWorkflow } from "@medusajs/medusa/core-flows" + +// ... + +await createPaymentCollectionForCartWorkflow(req.scope) + .run({ + input: { + cart_id: "cart_123", + }, + }) +``` + +### Using Service + +```ts +const paymentCollection = + await paymentModuleService.createPaymentCollections({ + currency_code: "usd", + amount: 5000, + }) +``` + +*** + +## 2. Create Payment Sessions + +The payment collection has one or more payment sessions, each being a payment amount to be authorized by a payment provider. + +So, after creating the payment collection, create at least one payment session for a provider. + +For example: + +### Using Workflow + +```ts +import { createPaymentSessionsWorkflow } from "@medusajs/medusa/core-flows" + +// ... + +const { result: paymentSesion } = await createPaymentSessionsWorkflow(req.scope) + .run({ + input: { + payment_collection_id: "paycol_123", + provider_id: "stripe", + }, + }) +``` + +### Using Service + +```ts +const paymentSession = + await paymentModuleService.createPaymentSession( + paymentCollection.id, + { + provider_id: "stripe", + currency_code: "usd", + amount: 5000, + data: { + // any necessary data for the + // payment provider + }, + } + ) +``` + +*** + +## 3. Authorize Payment Session + +Once the customer chooses a payment session, start the authorization process. This may involve some action performed by the third-party payment provider, such as entering a 3DS code. + +For example: + +### Using Step + +```ts +import { authorizePaymentSessionStep } from "@medusajs/medusa/core-flows" + +// ... + +authorizePaymentSessionStep({ + id: "payses_123", + context: {}, +}) +``` + +### Using Service + +```ts +const payment = authorizePaymentSessionStep({ + id: "payses_123", + context: {}, +}) +``` + +When the payment authorization is successful, a payment is created and returned. + +### Handling Additional Action + +If you used the `authorizePaymentSessionStep`, you don't need to implement this logic as it's implemented in the step. + +If the payment authorization isn’t successful, whether because it requires additional action or for another reason, the method updates the payment session with the new status and throws an error. + +In that case, you can catch that error and, if the session's `status` property is `requires_more`, handle the additional action, then retry the authorization. + +For example: + +```ts +try { + const payment = + await paymentModuleService.authorizePaymentSession( + paymentSession.id, + {} + ) +} catch (e) { + // retrieve the payment session again + const updatedPaymentSession = ( + await paymentModuleService.listPaymentSessions({ + id: [paymentSession.id], + }) + )[0] + + if (updatedPaymentSession.status === "requires_more") { + // TODO perform required action + // TODO authorize payment again. + } +} +``` + +*** + +## 4. Payment Flow Complete + +The payment flow is complete once the payment session is authorized and the payment is created. + +You can then: + +- Capture the payment either using the [capturePaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/capturePaymentWorkflow/index.html.md) or [capturePayment method](https://docs.medusajs.com/references/payment/capturePayment/index.html.md). +- Refund captured amounts using the [refundPaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/refundPaymentWorkflow/index.html.md) or [refundPayment method](https://docs.medusajs.com/references/payment/refundPayment/index.html.md). + +Some payment providers allow capturing the payment automatically once it’s authorized. In that case, you don’t need to do it manually. + + +# Payment Module Provider + +In this document, you’ll learn what a payment module provider is. + +Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/regions/index.html.md) to learn how to manage the payment providers available in a region using the dashboard. + +## What's a Payment Module Provider? + +A payment module provider registers a payment provider that handles payment processing in the Medusa application. It integrates third-party payment providers, such as Stripe. + +To authorize a payment amount with a payment provider, a payment session is created and associated with that payment provider. The payment provider is then used to handle the authorization. + +After the payment session is authorized, the payment provider is associated with the resulting payment and handles its payment processing, such as to capture or refund payment. + +### List of Payment Module Providers + +- [Stripe](https://docs.medusajs.com/commerce-modules/payment/payment-provider/stripe/index.html.md) + +*** + +## System Payment Provider + +The Payment Module provides a `system` payment provider that acts as a placeholder payment provider. + +It doesn’t handle payment processing and delegates that to the merchant. It acts similarly to a cash-on-delivery (COD) payment method. + +*** + +## How are Payment Providers Created? + +A payment provider is a module whose main service extends the `AbstractPaymentProvider` imported from `@medusajs/framework/utils`. + +Refer to [this guide](https://docs.medusajs.com/references/payment/provider/index.html.md) on how to create a payment provider for the Payment Module. + +*** + +## Configure Payment Providers + +The Payment Module accepts a `providers` option that allows you to register providers in your application. + +Learn more about this option in [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/module-options#providers/index.html.md). + +*** + +## PaymentProvider Data Model + +When the Medusa application starts and registers the payment providers, it also creates a record of the `PaymentProvider` data model if none exists. + +This data model is used to reference a payment provider and determine whether it’s installed in the application. + + +# Payment Session + +In this document, you’ll learn what a payment session is. + +## What's a Payment Session? + +A payment session, represented by the [PaymentSession data model](https://docs.medusajs.com/references/payment/models/PaymentSession/index.html.md), is a payment amount to be authorized. It’s associated with a payment provider that handles authorizing it. + +A payment collection can have multiple payment sessions. Using this feature, you can implement payment in installments or payments using multiple providers. + +![Diagram showcasing how every payment session has a different payment provider](https://res.cloudinary.com/dza7lstvk/image/upload/v1711565056/Medusa%20Resources/payment-session-provider_guxzqt.jpg) + +*** + +## data Property + +Payment providers may need additional data to process the payment later. The `PaymentSession` data model has a `data` property used to store that data. + +For example, the customer's ID in Stripe is stored in the `data` property. + +*** + +## Payment Session Status + +The `status` property of a payment session indicates its current status. Its value can be: + +- `pending`: The payment session is awaiting authorization. +- `requires_more`: The payment session requires an action before it’s authorized. For example, to enter a 3DS code. +- `authorized`: The payment session is authorized. +- `error`: An error occurred while authorizing the payment. +- `canceled`: The authorization of the payment session has been canceled. + + +# Webhook Events + +In this document, you’ll learn how the Payment Module supports listening to webhook events. + +## What's a Webhook Event? + +A webhook event is sent from a third-party payment provider to your application. It indicates a change in a payment’s status. + +This is useful in many cases such as when a payment is being processed asynchronously or when a request is interrupted and the payment provider is sending details on the process later. + +*** + +## getWebhookActionAndData Method + +The Payment Module’s main service has a [getWebhookActionAndData method](https://docs.medusajs.com/references/payment/getWebhookActionAndData/index.html.md) used to handle incoming webhook events from third-party payment services. The method delegates the handling to the associated payment provider, which returns the event's details. + +Medusa implements a webhook listener route at the `/hooks/payment/[identifier]_[provider]` API route, where: + +- `[identifier]` is the `identifier` static property defined in the payment provider. For example, `stripe`. +- `[provider]` is the ID of the provider. For example, `stripe`. + +For example, when integrating basic Stripe payments with the [Stripe Module Provider](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment-provider/stripe/index.html.md), the webhook listener route is `/hooks/payment/stripe_stripe`. If you're integrating Stripe's Bancontact payments, the webhook listener route is `/hooks/payment/stripe-bancontact_stripe`. + +Use that webhook listener in your third-party payment provider's configurations. + +![A diagram showcasing the steps of how the getWebhookActionAndData method words](https://res.cloudinary.com/dza7lstvk/image/upload/v1711567415/Medusa%20Resources/payment-webhook_seaocg.jpg) + +If the event's details indicate that the payment should be authorized, then the [authorizePaymentSession method of the main service](https://docs.medusajs.com/references/payment/authorizePaymentSession/index.html.md) is executed on the specified payment session. + +If the event's details indicate that the payment should be captured, then the [capturePayment method of the main service](https://docs.medusajs.com/references/payment/capturePayment/index.html.md) is executed on the payment of the specified payment session. + +### Actions After Webhook Payment Processing + +After the payment webhook actions are processed and the payment is authorized or captured, the Medusa application completes the cart associated with the payment's collection if it's not completed yet. + + # Links between Product Module and Other Modules This document showcases the module links defined between the Product Module and other commerce modules. @@ -26310,883 +27187,6 @@ The following guides provide more details on inventory management in the Medusa - [Storefront guide: how to retrieve a product variant's inventory details](https://docs.medusajs.com/resources/storefront-development/products/inventory/index.html.md). -# Account Holders and Saved Payment Methods - -In this documentation, you'll learn about account holders, and how they're used to save payment methods in third-party payment providers. - -Account holders are available starting from Medusa `v2.5.0`. - -## What's an Account Holder? - -An account holder represents a customer that can have saved payment methods in a third-party service. It's represented by the `AccountHolder` data model. - -It holds fields retrieved from the third-party provider, such as: - -- `external_id`: The ID of the equivalent customer or account holder in the third-party provider. -- `data`: Data returned by the payment provider when the account holder is created. - -A payment provider that supports saving payment methods for customers would create the equivalent of an account holder in the third-party provider. Then, whenever a payment method is saved, it would be saved under the account holder in the third-party provider. - -### Relation between Account Holder and Customer - -The Medusa application creates a link between the [Customer](https://docs.medusajs.com/references/customer/models/Customer/index.html.md) data model of the [Customer Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/customer/index.html.md) and the `AccountHolder` data model of the Payment Module. - -This link indicates that a customer can have more than one account holder, each representing saved payment methods in different payment providers. - -Learn more about this link in the [Link to Other Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/links-to-other-modules/index.html.md) guide. - -*** - -## Save Payment Methods - -If a payment provider supports saving payment methods for a customer, they must implement the following methods: - -- `createAccountHolder`: Creates an account holder in the payment provider. The Payment Module uses this method before creating the account holder in Medusa, and uses the returned data to set fields like `external_id` and `data` in the created `AccountHolder` record. -- `deleteAccountHolder`: Deletes an account holder in the payment provider. The Payment Module uses this method when an account holder is deleted in Medusa. -- `savePaymentMethod`: Saves a payment method for an account holder in the payment provider. -- `listPaymentMethods`: Lists saved payment methods in the third-party service for an account holder. This is useful when displaying the customer's saved payment methods in the storefront. - -Learn more about implementing these methods in the [Create Payment Provider guide](https://docs.medusajs.com/references/payment/provider/index.html.md). - -*** - -## Account Holder in Medusa Payment Flows - -In the Medusa application, when a payment session is created for a registered customer, the Medusa application uses the Payment Module to create an account holder for the customer. - -Consequently, the Payment Module uses the payment provider to create an account holder in the third-party service, then creates the account holder in Medusa. - -This flow is only supported if the chosen payment provider has implemented the necessary [save payment methods](#save-payment-methods). - - -# Links between Payment Module and Other Modules - -This document showcases the module links defined between the Payment Module and other commerce modules. - -## Summary - -The Payment Module has the following links to other modules: - -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -| in ||Stored|| -| in ||Stored|| -| in ||Stored|| -| in ||Stored|| -| in ||Stored|| -| in ||Stored|| - -*** - -## Cart Module - -The Cart Module provides cart-related features, but not payment processing. - -Medusa defines a link between the `Cart` and `PaymentCollection` data models. A cart has a payment collection which holds all the authorized payment sessions and payments made related to the cart. - -Learn more about this relation in [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment-collection#usage-with-the-cart-module/index.html.md). - -### Retrieve with Query - -To retrieve the cart associated with the payment collection with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `cart.*` in `fields`: - -### query.graph - -```ts -const { data: paymentCollections } = await query.graph({ - entity: "payment_collection", - fields: [ - "cart.*", - ], -}) - -// paymentCollections.cart -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: paymentCollections } = useQueryGraphStep({ - entity: "payment_collection", - fields: [ - "cart.*", - ], -}) - -// paymentCollections.cart -``` - -### Manage with Link - -To manage the payment collection of a cart, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.CART]: { - cart_id: "cart_123", - }, - [Modules.PAYMENT]: { - payment_collection_id: "paycol_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.CART]: { - cart_id: "cart_123", - }, - [Modules.PAYMENT]: { - payment_collection_id: "paycol_123", - }, -}) -``` - -*** - -## Customer Module - -Medusa defines a link between the `Customer` and `AccountHolder` data models, allowing payment providers to save payment methods for a customer, if the payment provider supports it. - -This link is available starting from Medusa `v2.5.0`. - -### Retrieve with Query - -To retrieve the customer associated with an account holder with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `customer.*` in `fields`: - -### query.graph - -```ts -const { data: accountHolders } = await query.graph({ - entity: "account_holder", - fields: [ - "customer.*", - ], -}) - -// accountHolders.customer -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: accountHolders } = useQueryGraphStep({ - entity: "account_holder", - fields: [ - "customer.*", - ], -}) - -// accountHolders.customer -``` - -### Manage with Link - -To manage the account holders of a customer, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.CUSTOMER]: { - customer_id: "cus_123", - }, - [Modules.PAYMENT]: { - account_holder_id: "acchld_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.CUSTOMER]: { - customer_id: "cus_123", - }, - [Modules.PAYMENT]: { - account_holder_id: "acchld_123", - }, -}) -``` - -*** - -## Order Module - -An order's payment details are stored in a payment collection. This also applies for claims and exchanges. - -So, Medusa defines links between the `PaymentCollection` data model and the `Order`, `OrderClaim`, and `OrderExchange` data models. - -![A diagram showcasing an example of how data models from the Order and Payment modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716554726/Medusa%20Resources/order-payment_ubdwok.jpg) - -### Retrieve with Query - -To retrieve the order of a payment collection with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `order.*` in `fields`: - -### query.graph - -```ts -const { data: paymentCollections } = await query.graph({ - entity: "payment_collection", - fields: [ - "order.*", - ], -}) - -// paymentCollections.order -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: paymentCollections } = useQueryGraphStep({ - entity: "payment_collection", - fields: [ - "order.*", - ], -}) - -// paymentCollections.order -``` - -### Manage with Link - -To manage the payment collections of an order, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.ORDER]: { - order_id: "order_123", - }, - [Modules.PAYMENT]: { - payment_collection_id: "paycol_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.ORDER]: { - order_id: "order_123", - }, - [Modules.PAYMENT]: { - payment_collection_id: "paycol_123", - }, -}) -``` - -*** - -## Region Module - -You can specify for each region which payment providers are available. The Medusa application defines a link between the `PaymentProvider` and the `Region` data models. - -![A diagram showcasing an example of how resources from the Payment and Region modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1711569520/Medusa%20Resources/payment-region_jyo2dz.jpg) - -This increases the flexibility of your store. For example, you only show during checkout the payment providers associated with the cart's region. - -### Retrieve with Query - -To retrieve the regions of a payment provider with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `regions.*` in `fields`: - -### query.graph - -```ts -const { data: paymentProviders } = await query.graph({ - entity: "payment_provider", - fields: [ - "regions.*", - ], -}) - -// paymentProviders.regions -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: paymentProviders } = useQueryGraphStep({ - entity: "payment_provider", - fields: [ - "regions.*", - ], -}) - -// paymentProviders.regions -``` - -### Manage with Link - -To manage the payment providers in a region, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.REGION]: { - region_id: "reg_123", - }, - [Modules.PAYMENT]: { - payment_provider_id: "pp_stripe_stripe", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.REGION]: { - region_id: "reg_123", - }, - [Modules.PAYMENT]: { - payment_provider_id: "pp_stripe_stripe", - }, -}) -``` - - -# Payment Module Options - -In this document, you'll learn about the options of the Payment Module. - -## All Module Options - -|Option|Description|Required|Default| -|---|---|---|---|---|---|---| -|\`webhook\_delay\`|A number indicating the delay in milliseconds before processing a webhook event.|No|\`5000\`| -|\`webhook\_retries\`|The number of times to retry the webhook event processing in case of an error.|No|\`3\`| -|\`providers\`|An array of payment providers to install and register. Learn more |No|-| - -*** - -## providers Option - -The `providers` option is an array of payment module providers. - -When the Medusa application starts, these providers are registered and can be used to process payments. - -For example: - -```ts title="medusa-config.ts" -import { Modules } from "@medusajs/framework/utils" - -// ... - -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "@medusajs/medusa/payment", - options: { - providers: [ - { - resolve: "@medusajs/medusa/payment-stripe", - id: "stripe", - options: { - // ... - }, - }, - ], - }, - }, - ], -}) -``` - -The `providers` option is an array of objects that accept the following properties: - -- `resolve`: A string indicating the package name of the module provider or the path to it relative to the `src` directory. -- `id`: A string indicating the provider's unique name or ID. -- `options`: An optional object of the module provider's options. - - -# Payment - -In this document, you’ll learn what a payment is and how it's created, captured, and refunded. - -## What's a Payment? - -When a payment session is authorized, a payment, represented by the [Payment data model](https://docs.medusajs.com/references/payment/models/Payment/index.html.md), is created. This payment can later be captured or refunded. - -A payment carries many of the data and relations of a payment session: - -- It belongs to the same payment collection. -- It’s associated with the same payment provider, which handles further payment processing. -- It stores the payment session’s `data` property in its `data` property, as it’s still useful for the payment provider’s processing. - -*** - -## Capture Payments - -When a payment is captured, a capture, represented by the [Capture data model](https://docs.medusajs.com/references/payment/models/Capture/index.html.md), is created. It holds details related to the capture, such as the amount, the capture date, and more. - -The payment can also be captured incrementally, each time a capture record is created for that amount. - -![A diagram showcasing how a payment's multiple captures are stored](https://res.cloudinary.com/dza7lstvk/image/upload/v1711565445/Medusa%20Resources/payment-capture_f5fve1.jpg) - -*** - -## Refund Payments - -When a payment is refunded, a refund, represented by the [Refund data model](https://docs.medusajs.com/references/payment/models/Refund/index.html.md), is created. It holds details related to the refund, such as the amount, refund date, and more. - -A payment can be refunded multiple times, and each time a refund record is created. - -![A diagram showcasing how a payment's multiple refunds are stored](https://res.cloudinary.com/dza7lstvk/image/upload/v1711565555/Medusa%20Resources/payment-refund_lgfvyy.jpg) - - -# Tax-Inclusive Pricing - -In this document, you’ll learn about tax-inclusive pricing and how it's used when calculating prices. - -## What is Tax-Inclusive Pricing? - -A tax-inclusive price is a price of a resource that includes taxes. Medusa calculates the tax amount from the price rather than adds the amount to it. - -For example, if a product’s price is $50, the tax rate is 2%, and tax-inclusive pricing is enabled, then the product's price is $49, and the applied tax amount is $1. - -*** - -## How is Tax-Inclusive Pricing Set? - -The [PricePreference data model](https://docs.medusajs.com/references/pricing/models/PricePreference/index.html.md) holds the tax-inclusive setting for a context. It has two properties that indicate the context: - -- `attribute`: The name of the attribute to compare against. For example, `region_id` or `currency_code`. -- `value`: The attribute’s value. For example, `reg_123` or `usd`. - -Only `region_id` and `currency_code` are supported as an `attribute` at the moment. - -The `is_tax_inclusive` property indicates whether tax-inclusivity is enabled in the specified context. - -For example: - -```json -{ - "attribute": "currency_code", - "value": "USD", - "is_tax_inclusive": true, -} -``` - -In this example, tax-inclusivity is enabled for the `USD` currency code. - -*** - -## Tax-Inclusive Pricing in Price Calculation - -### Tax Context - -As mentioned in the [Price Calculation documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-calculation#calculation-context/index.html.md), The `calculatePrices` method accepts as a parameter a calculation context. - -To get accurate tax results, pass the `region_id` and / or `currency_code` in the calculation context. - -### Returned Tax Properties - -The `calculatePrices` method returns two properties related to tax-inclusivity: - -Learn more about the returned properties in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-calculation#returned-price-object/index.html.md). - -- `is_calculated_price_tax_inclusive`: Whether the selected `calculated_price` is tax-inclusive. -- `is_original_price_tax_inclusive` : Whether the selected `original_price` is tax-inclusive. - -A price is considered tax-inclusive if: - -1. It belongs to the region or currency code specified in the calculation context; -2. and the region or currency code has a price preference with `is_tax_inclusive` enabled. - -### Tax Context Precedence - -A region’s price preference’s `is_tax_inclusive`'s value takes higher precedence in determining whether a price is tax-inclusive if: - -- both the `region_id` and `currency_code` are provided in the calculation context; -- the selected price belongs to the region; -- and the region has a price preference - - -# Payment Collection - -In this document, you’ll learn what a payment collection is and how the Medusa application uses it with the Cart Module. - -## What's a Payment Collection? - -A payment collection stores payment details related to a resource, such as a cart or an order. It’s represented by the [PaymentCollection data model](https://docs.medusajs.com/references/payment/models/PaymentCollection/index.html.md). - -Every purchase or request for payment starts with a payment collection. The collection holds details necessary to complete the payment, including: - -- The [payment sessions](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment-session/index.html.md) that represents the payment amount to authorize. -- The [payments](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment/index.html.md) that are created when a payment session is authorized. They can be captured and refunded. -- The [payment providers](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment-provider/index.html.md) that handle the processing of each payment session, including the authorization, capture, and refund. - -*** - -## Multiple Payments - -The payment collection supports multiple payment sessions and payments. - -You can use this to accept payments in increments or split payments across payment providers. - -![Diagram showcasing how a payment collection can have multiple payment sessions and payments](https://res.cloudinary.com/dza7lstvk/image/upload/v1711554695/Medusa%20Resources/payment-collection-multiple-payments_oi3z3n.jpg) - -*** - -## Usage with the Cart Module - -The Cart Module provides cart management features. However, it doesn’t provide any features related to accepting payment. - -During checkout, the Medusa application links a cart to a payment collection, which will be used for further payment processing. - -It also implements the payment flow during checkout as explained in [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment-flow/index.html.md). - -![Diagram showcasing the relation between the Payment and Cart modules](https://res.cloudinary.com/dza7lstvk/image/upload/v1711537849/Medusa%20Resources/cart-payment_ixziqm.jpg) - - -# Accept Payment Flow - -In this document, you’ll learn how to implement an accept-payment flow using workflows or the Payment Module's main service. - -It's highly recommended to use Medusa's workflows to implement this flow. Use the Payment Module's main service for more complex cases. - -For a guide on how to implement this flow in the storefront, check out [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/checkout/payment/index.html.md). - -## Flow Overview - -![A diagram showcasing the payment flow's steps](https://res.cloudinary.com/dza7lstvk/image/upload/v1711566781/Medusa%20Resources/payment-flow_jblrvw.jpg) - -*** - -## 1. Create a Payment Collection - -A payment collection holds all details related to a resource’s payment operations. So, you start off by creating a payment collection. - -For example: - -### Using Workflow - -```ts -import { createPaymentCollectionForCartWorkflow } from "@medusajs/medusa/core-flows" - -// ... - -await createPaymentCollectionForCartWorkflow(req.scope) - .run({ - input: { - cart_id: "cart_123", - }, - }) -``` - -### Using Service - -```ts -const paymentCollection = - await paymentModuleService.createPaymentCollections({ - currency_code: "usd", - amount: 5000, - }) -``` - -*** - -## 2. Create Payment Sessions - -The payment collection has one or more payment sessions, each being a payment amount to be authorized by a payment provider. - -So, after creating the payment collection, create at least one payment session for a provider. - -For example: - -### Using Workflow - -```ts -import { createPaymentSessionsWorkflow } from "@medusajs/medusa/core-flows" - -// ... - -const { result: paymentSesion } = await createPaymentSessionsWorkflow(req.scope) - .run({ - input: { - payment_collection_id: "paycol_123", - provider_id: "stripe", - }, - }) -``` - -### Using Service - -```ts -const paymentSession = - await paymentModuleService.createPaymentSession( - paymentCollection.id, - { - provider_id: "stripe", - currency_code: "usd", - amount: 5000, - data: { - // any necessary data for the - // payment provider - }, - } - ) -``` - -*** - -## 3. Authorize Payment Session - -Once the customer chooses a payment session, start the authorization process. This may involve some action performed by the third-party payment provider, such as entering a 3DS code. - -For example: - -### Using Step - -```ts -import { authorizePaymentSessionStep } from "@medusajs/medusa/core-flows" - -// ... - -authorizePaymentSessionStep({ - id: "payses_123", - context: {}, -}) -``` - -### Using Service - -```ts -const payment = authorizePaymentSessionStep({ - id: "payses_123", - context: {}, -}) -``` - -When the payment authorization is successful, a payment is created and returned. - -### Handling Additional Action - -If you used the `authorizePaymentSessionStep`, you don't need to implement this logic as it's implemented in the step. - -If the payment authorization isn’t successful, whether because it requires additional action or for another reason, the method updates the payment session with the new status and throws an error. - -In that case, you can catch that error and, if the session's `status` property is `requires_more`, handle the additional action, then retry the authorization. - -For example: - -```ts -try { - const payment = - await paymentModuleService.authorizePaymentSession( - paymentSession.id, - {} - ) -} catch (e) { - // retrieve the payment session again - const updatedPaymentSession = ( - await paymentModuleService.listPaymentSessions({ - id: [paymentSession.id], - }) - )[0] - - if (updatedPaymentSession.status === "requires_more") { - // TODO perform required action - // TODO authorize payment again. - } -} -``` - -*** - -## 4. Payment Flow Complete - -The payment flow is complete once the payment session is authorized and the payment is created. - -You can then: - -- Capture the payment either using the [capturePaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/capturePaymentWorkflow/index.html.md) or [capturePayment method](https://docs.medusajs.com/references/payment/capturePayment/index.html.md). -- Refund captured amounts using the [refundPaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/refundPaymentWorkflow/index.html.md) or [refundPayment method](https://docs.medusajs.com/references/payment/refundPayment/index.html.md). - -Some payment providers allow capturing the payment automatically once it’s authorized. In that case, you don’t need to do it manually. - - -# Payment Module Provider - -In this document, you’ll learn what a payment module provider is. - -Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/regions/index.html.md) to learn how to manage the payment providers available in a region using the dashboard. - -## What's a Payment Module Provider? - -A payment module provider registers a payment provider that handles payment processing in the Medusa application. It integrates third-party payment providers, such as Stripe. - -To authorize a payment amount with a payment provider, a payment session is created and associated with that payment provider. The payment provider is then used to handle the authorization. - -After the payment session is authorized, the payment provider is associated with the resulting payment and handles its payment processing, such as to capture or refund payment. - -### List of Payment Module Providers - -- [Stripe](https://docs.medusajs.com/commerce-modules/payment/payment-provider/stripe/index.html.md) - -*** - -## System Payment Provider - -The Payment Module provides a `system` payment provider that acts as a placeholder payment provider. - -It doesn’t handle payment processing and delegates that to the merchant. It acts similarly to a cash-on-delivery (COD) payment method. - -*** - -## How are Payment Providers Created? - -A payment provider is a module whose main service extends the `AbstractPaymentProvider` imported from `@medusajs/framework/utils`. - -Refer to [this guide](https://docs.medusajs.com/references/payment/provider/index.html.md) on how to create a payment provider for the Payment Module. - -*** - -## Configure Payment Providers - -The Payment Module accepts a `providers` option that allows you to register providers in your application. - -Learn more about this option in [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/module-options#providers/index.html.md). - -*** - -## PaymentProvider Data Model - -When the Medusa application starts and registers the payment providers, it also creates a record of the `PaymentProvider` data model if none exists. - -This data model is used to reference a payment provider and determine whether it’s installed in the application. - - -# Payment Session - -In this document, you’ll learn what a payment session is. - -## What's a Payment Session? - -A payment session, represented by the [PaymentSession data model](https://docs.medusajs.com/references/payment/models/PaymentSession/index.html.md), is a payment amount to be authorized. It’s associated with a payment provider that handles authorizing it. - -A payment collection can have multiple payment sessions. Using this feature, you can implement payment in installments or payments using multiple providers. - -![Diagram showcasing how every payment session has a different payment provider](https://res.cloudinary.com/dza7lstvk/image/upload/v1711565056/Medusa%20Resources/payment-session-provider_guxzqt.jpg) - -*** - -## data Property - -Payment providers may need additional data to process the payment later. The `PaymentSession` data model has a `data` property used to store that data. - -For example, the customer's ID in Stripe is stored in the `data` property. - -*** - -## Payment Session Status - -The `status` property of a payment session indicates its current status. Its value can be: - -- `pending`: The payment session is awaiting authorization. -- `requires_more`: The payment session requires an action before it’s authorized. For example, to enter a 3DS code. -- `authorized`: The payment session is authorized. -- `error`: An error occurred while authorizing the payment. -- `canceled`: The authorization of the payment session has been canceled. - - -# Webhook Events - -In this document, you’ll learn how the Payment Module supports listening to webhook events. - -## What's a Webhook Event? - -A webhook event is sent from a third-party payment provider to your application. It indicates a change in a payment’s status. - -This is useful in many cases such as when a payment is being processed asynchronously or when a request is interrupted and the payment provider is sending details on the process later. - -*** - -## getWebhookActionAndData Method - -The Payment Module’s main service has a [getWebhookActionAndData method](https://docs.medusajs.com/references/payment/getWebhookActionAndData/index.html.md) used to handle incoming webhook events from third-party payment services. The method delegates the handling to the associated payment provider, which returns the event's details. - -Medusa implements a webhook listener route at the `/hooks/payment/[identifier]_[provider]` API route, where: - -- `[identifier]` is the `identifier` static property defined in the payment provider. For example, `stripe`. -- `[provider]` is the ID of the provider. For example, `stripe`. - -For example, when integrating basic Stripe payments with the [Stripe Module Provider](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment-provider/stripe/index.html.md), the webhook listener route is `/hooks/payment/stripe_stripe`. If you're integrating Stripe's Bancontact payments, the webhook listener route is `/hooks/payment/stripe-bancontact_stripe`. - -Use that webhook listener in your third-party payment provider's configurations. - -![A diagram showcasing the steps of how the getWebhookActionAndData method words](https://res.cloudinary.com/dza7lstvk/image/upload/v1711567415/Medusa%20Resources/payment-webhook_seaocg.jpg) - -If the event's details indicate that the payment should be authorized, then the [authorizePaymentSession method of the main service](https://docs.medusajs.com/references/payment/authorizePaymentSession/index.html.md) is executed on the specified payment session. - -If the event's details indicate that the payment should be captured, then the [capturePayment method of the main service](https://docs.medusajs.com/references/payment/capturePayment/index.html.md) is executed on the payment of the specified payment session. - -### Actions After Webhook Payment Processing - -After the payment webhook actions are processed and the payment is authorized or captured, the Medusa application completes the cart associated with the payment's collection if it's not completed yet. - - # Promotion Actions In this document, you’ll learn about promotion actions and how they’re computed using the [computeActions method](https://docs.medusajs.com/references/promotion/computeActions/index.html.md). @@ -27335,6 +27335,32 @@ The application method has a collection of `PromotionRule` items to define the In this example, the cart must have two products with the SKU `SHIRT` for the promotion to be applied. +# Campaign + +In this document, you'll learn about campaigns. + +Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/promotions/campaigns/index.html.md) to learn how to manage campaigns using the dashboard. + +## What is a Campaign? + +A [Campaign](https://docs.medusajs.com/references/promotion/models/Campaign/index.html.md) combines promotions under the same conditions, such as start and end dates. + +![A diagram showcasing the relation between the Campaign and Promotion data models](https://res.cloudinary.com/dza7lstvk/image/upload/v1709899225/Medusa%20Resources/campagin-promotion_hh3qsi.jpg) + +*** + +## Campaign Limits + +Each campaign has a budget represented by the [CampaignBudget data model](https://docs.medusajs.com/references/promotion/models/CampaignBudget/index.html.md). The budget limits how many times the promotion can be used. + +There are two types of budgets: + +- `spend`: An amount that, when crossed, the promotion becomes unusable. For example, if the amount limit is set to `$100`, and the total amount of usage of this promotion crosses that threshold, the promotion can no longer be applied. +- `usage`: The number of times that a promotion can be used. For example, if the usage limit is set to `10`, the promotion can be used only 10 times by customers. After that, it can no longer be applied. + +![A diagram showcasing the relation between the Campaign and CampaignBudget data models](https://res.cloudinary.com/dza7lstvk/image/upload/v1709899463/Medusa%20Resources/campagin-budget_rvqlmi.jpg) + + # Promotion Concepts In this document, you’ll learn about the main promotion and rule concepts in the Promotion Module. @@ -27392,32 +27418,6 @@ For example, to restrict the promotion to only `VIP` and `B2B` customer groups: In this case, a customer’s group must be in the `VIP` and `B2B` set of values to use the promotion. -# Campaign - -In this document, you'll learn about campaigns. - -Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/promotions/campaigns/index.html.md) to learn how to manage campaigns using the dashboard. - -## What is a Campaign? - -A [Campaign](https://docs.medusajs.com/references/promotion/models/Campaign/index.html.md) combines promotions under the same conditions, such as start and end dates. - -![A diagram showcasing the relation between the Campaign and Promotion data models](https://res.cloudinary.com/dza7lstvk/image/upload/v1709899225/Medusa%20Resources/campagin-promotion_hh3qsi.jpg) - -*** - -## Campaign Limits - -Each campaign has a budget represented by the [CampaignBudget data model](https://docs.medusajs.com/references/promotion/models/CampaignBudget/index.html.md). The budget limits how many times the promotion can be used. - -There are two types of budgets: - -- `spend`: An amount that, when crossed, the promotion becomes unusable. For example, if the amount limit is set to `$100`, and the total amount of usage of this promotion crosses that threshold, the promotion can no longer be applied. -- `usage`: The number of times that a promotion can be used. For example, if the usage limit is set to `10`, the promotion can be used only 10 times by customers. After that, it can no longer be applied. - -![A diagram showcasing the relation between the Campaign and CampaignBudget data models](https://res.cloudinary.com/dza7lstvk/image/upload/v1709899463/Medusa%20Resources/campagin-budget_rvqlmi.jpg) - - # Links between Promotion Module and Other Modules This document showcases the module links defined between the Promotion Module and other commerce modules. @@ -27601,186 +27601,6 @@ createRemoteLinkStep({ ``` -# Links between Region Module and Other Modules - -This document showcases the module links defined between the Region Module and other commerce modules. - -## Summary - -The Region Module has the following links to other modules: - -Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. - -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -| in ||Read-only|| -| in ||Read-only|| -|| in |Stored|| - -*** - -## Cart Module - -Medusa defines a read-only link between the [Cart Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/index.html.md)'s `Cart` data model and the `Region` data model. Because the link is read-only from the `Cart`'s side, you can only retrieve the region of a cart, and not the other way around. - -### Retrieve with Query - -To retrieve the region of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `region.*` in `fields`: - -### query.graph - -```ts -const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "region.*", - ], -}) - -// carts.region -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields: [ - "region.*", - ], -}) - -// carts.region -``` - -*** - -## Order Module - -Medusa defines a read-only link between the [Order Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/index.html.md)'s `Order` data model and the `Region` data model. Because the link is read-only from the `Order`'s side, you can only retrieve the region of an order, and not the other way around. - -### Retrieve with Query - -To retrieve the region of an order with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `region.*` in `fields`: - -### query.graph - -```ts -const { data: orders } = await query.graph({ - entity: "order", - fields: [ - "region.*", - ], -}) - -// orders.region -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: orders } = useQueryGraphStep({ - entity: "order", - fields: [ - "region.*", - ], -}) - -// orders.region -``` - -*** - -## Payment Module - -You can specify for each region which payment providers are available for use. - -Medusa defines a module link between the `PaymentProvider` and the `Region` data models. - -![A diagram showcasing an example of how resources from the Payment and Region modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1711569520/Medusa%20Resources/payment-region_jyo2dz.jpg) - -### Retrieve with Query - -To retrieve the payment providers of a region with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `payment_providers.*` in `fields`: - -### query.graph - -```ts -const { data: regions } = await query.graph({ - entity: "region", - fields: [ - "payment_providers.*", - ], -}) - -// regions.payment_providers -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: regions } = useQueryGraphStep({ - entity: "region", - fields: [ - "payment_providers.*", - ], -}) - -// regions.payment_providers -``` - -### Manage with Link - -To manage the payment providers in a region, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.REGION]: { - region_id: "reg_123", - }, - [Modules.PAYMENT]: { - payment_provider_id: "pp_stripe_stripe", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.REGION]: { - region_id: "reg_123", - }, - [Modules.PAYMENT]: { - payment_provider_id: "pp_stripe_stripe", - }, -}) -``` - - # Links between Sales Channel Module and Other Modules This document showcases the module links defined between the Sales Channel Module and other commerce modules. @@ -28153,63 +27973,6 @@ The Medusa application infers the associated sales channels and ensures that onl To create a publishable API key, either use the [Medusa Admin](https://docs.medusajs.com/user-guide/settings/developer/publishable-api-keys/index.html.md) or the [Admin API Routes](https://docs.medusajs.com/api/admin#publishable-api-keys). -# Links between Store Module and Other Modules - -This document showcases the module links defined between the Store Module and other commerce modules. - -## Summary - -The Store Module has the following links to other modules: - -Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. - -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -|| in |Read-only|| - -*** - -## Currency Module - -The Store Module has a `Currency` data model that stores the supported currencies of a store. However, these currencies don't hold all the details of a currency, such as its name or symbol. - -Instead, Medusa defines a read-only link between the [Currency Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/currency/index.html.md)'s `Currency` data model and the Store Module's `Currency` data model. This means you can retrieve the details of a store's supported currencies, but you don't manage the links in a pivot table in the database. The currencies of a store are determined by the `currency_code` of the [Currency](https://docs.medusajs.com/references/store/models/Currency/index.html.md) data model in the Store Module (not in the Currency Module). - -### Retrieve with Query - -To retrieve the details of a store's currencies with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `supported_currencies.currency.*` in `fields`: - -### query.graph - -```ts -const { data: stores } = await query.graph({ - entity: "store", - fields: [ - "supported_currencies.currency.*", - ], -}) - -// stores.supported_currencies -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: stores } = useQueryGraphStep({ - entity: "store", - fields: [ - "supported_currencies.currency.*", - ], -}) - -// stores.supported_currencies -``` - - # Stock Location Concepts In this document, you’ll learn about the main concepts in the Stock Location Module. @@ -28457,177 +28220,241 @@ createRemoteLinkStep({ ``` -# Tax Rates and Rules +# Links between Region Module and Other Modules -In this document, you’ll learn about tax rates and rules. +This document showcases the module links defined between the Region Module and other commerce modules. -Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/tax-regions#manage-tax-rate-overrides/index.html.md) to learn how to manage tax rates using the dashboard. +## Summary -## What are Tax Rates? +The Region Module has the following links to other modules: -A tax rate is a percentage amount used to calculate the tax amount for each taxable item’s price, such as line items or shipping methods, in a cart. The sum of all calculated tax amounts are then added to the cart’s total as a tax total. +Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. -Each tax region has a default tax rate. This tax rate is applied to all taxable items of a cart in that region. - -### Combinable Tax Rates - -Tax regions can have parent tax regions. To inherit the tax rates of the parent tax region, set the `is_combinable` of the child’s tax rates to `true`. - -Then, when tax rates are retrieved for a taxable item in the child region, both the child and the parent tax regions’ applicable rates are returned. +|First Data Model|Second Data Model|Type|Description| +|---|---|---|---| +| in ||Read-only|| +| in ||Read-only|| +|| in |Stored|| *** -## Override Tax Rates with Rules +## Cart Module -You can create tax rates that override the default for specific conditions or rules. +Medusa defines a read-only link between the [Cart Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/index.html.md)'s `Cart` data model and the `Region` data model. Because the link is read-only from the `Cart`'s side, you can only retrieve the region of a cart, and not the other way around. -For example, you can have a default tax rate is 10%, but for products of type “Shirt” is %15. +### Retrieve with Query -A tax region can have multiple tax rates, and each tax rate can have multiple tax rules. The [TaxRateRule data model](https://docs.medusajs.com/references/tax/models/TaxRateRule/index.html.md) represents a tax rate’s rule. +To retrieve the region of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `region.*` in `fields`: -![A diagram showcasing the relation between TaxRegion, TaxRate, and TaxRateRule](https://res.cloudinary.com/dza7lstvk/image/upload/v1711462167/Medusa%20Resources/tax-rate-rule_enzbp2.jpg) - -These two properties of the data model identify the rule’s target: - -- `reference`: the name of the table in the database that this rule points to. For example, `product_type`. -- `reference_id`: the ID of the data model’s record that this points to. For example, a product type’s ID. - -So, to override the default tax rate for product types “Shirt”, you create a tax rate and associate with it a tax rule whose `reference` is `product_type` and `reference_id` the ID of the “Shirt” product type. - - -# Tax Region - -In this document, you’ll learn about tax regions and how to use them with the Region Module. - -Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/tax-regions/index.html.md) to learn how to manage tax regions using the dashboard. - -## What is a Tax Region? - -A tax region, represented by the [TaxRegion data model](https://docs.medusajs.com/references/tax/models/TaxRegion/index.html.md), stores tax settings related to a region that your store serves. - -Tax regions can inherit settings and rules from a parent tax region. - -Each tax region has tax rules and a tax provider. - - -# Tax Calculation with the Tax Provider - -In this document, you’ll learn how tax lines are calculated and what a tax provider is. - -## Tax Lines Calculation - -Tax lines are calculated and retrieved using the [getTaxLines method of the Tax Module’s main service](https://docs.medusajs.com/references/tax/getTaxLines/index.html.md). It accepts an array of line items and shipping methods, and the context of the calculation. - -For example: +### query.graph ```ts -const taxLines = await taxModuleService.getTaxLines( - [ - { - id: "cali_123", - product_id: "prod_123", - unit_price: 1000, - quantity: 1, - }, - { - id: "casm_123", - shipping_option_id: "so_123", - unit_price: 2000, - }, +const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "region.*", ], - { - address: { - country_code: "us", - }, - } -) +}) + +// carts.region ``` -The context object is used to determine which tax regions and rates to use in the calculation. It includes properties related to the address and customer. +### useQueryGraphStep -The example above retrieves the tax lines based on the tax region for the United States. +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" -The method returns tax lines for the line item and shipping methods. For example: +// ... -```json -[ - { - "line_item_id": "cali_123", - "rate_id": "txr_1", - "rate": 10, - "code": "XXX", - "name": "Tax Rate 1" - }, - { - "shipping_line_id": "casm_123", - "rate_id": "txr_2", - "rate": 5, - "code": "YYY", - "name": "Tax Rate 2" - } -] +const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields: [ + "region.*", + ], +}) + +// carts.region ``` *** -## Using the Tax Provider in the Calculation +## Order Module -The tax lines retrieved by the `getTaxLines` method are actually retrieved from the tax region’s provider. +Medusa defines a read-only link between the [Order Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/index.html.md)'s `Order` data model and the `Region` data model. Because the link is read-only from the `Order`'s side, you can only retrieve the region of an order, and not the other way around. -A tax module provider whose main service implements the logic to shape tax lines. Each tax region has a tax provider. +### Retrieve with Query -The Tax Module provides a `system` tax provider that only transforms calculated item and shipping tax rates into the required return type. +To retrieve the region of an order with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `region.*` in `fields`: -{/* --- +### query.graph -TODO add once tax provider guide is updated + add module providers match other modules. +```ts +const { data: orders } = await query.graph({ + entity: "order", + fields: [ + "region.*", + ], +}) -## Create Tax Provider +// orders.region +``` -Refer to [this guide](/modules/tax/provider) to learn more about creating a tax provider. */} +### useQueryGraphStep +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" -# Tax Module Options +// ... -In this document, you'll learn about the options of the Tax Module. +const { data: orders } = useQueryGraphStep({ + entity: "order", + fields: [ + "region.*", + ], +}) -## providers +// orders.region +``` -The `providers` option is an array of either tax module providers or path to a file that defines a tax provider. +*** -When the Medusa application starts, these providers are registered and can be used to retrieve tax lines. +## Payment Module -```ts title="medusa-config.ts" +You can specify for each region which payment providers are available for use. + +Medusa defines a module link between the `PaymentProvider` and the `Region` data models. + +![A diagram showcasing an example of how resources from the Payment and Region modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1711569520/Medusa%20Resources/payment-region_jyo2dz.jpg) + +### Retrieve with Query + +To retrieve the payment providers of a region with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `payment_providers.*` in `fields`: + +### query.graph + +```ts +const { data: regions } = await query.graph({ + entity: "region", + fields: [ + "payment_providers.*", + ], +}) + +// regions.payment_providers +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: regions } = useQueryGraphStep({ + entity: "region", + fields: [ + "payment_providers.*", + ], +}) + +// regions.payment_providers +``` + +### Manage with Link + +To manage the payment providers in a region, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts import { Modules } from "@medusajs/framework/utils" // ... -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "@medusajs/tax", - options: { - providers: [ - { - resolve: "./path/to/my-provider", - id: "my-provider", - options: { - // ... - }, - }, - ], - }, - }, - ], +await link.create({ + [Modules.REGION]: { + region_id: "reg_123", + }, + [Modules.PAYMENT]: { + payment_provider_id: "pp_stripe_stripe", + }, }) ``` -The objects in the array accept the following properties: +### createRemoteLinkStep -- `resolve`: A string indicating the package name of the module provider or the path to it. -- `id`: A string indicating the provider's unique name or ID. -- `options`: An optional object of the module provider's options. +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.REGION]: { + region_id: "reg_123", + }, + [Modules.PAYMENT]: { + payment_provider_id: "pp_stripe_stripe", + }, +}) +``` + + +# Links between Store Module and Other Modules + +This document showcases the module links defined between the Store Module and other commerce modules. + +## Summary + +The Store Module has the following links to other modules: + +Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. + +|First Data Model|Second Data Model|Type|Description| +|---|---|---|---| +|| in |Read-only|| + +*** + +## Currency Module + +The Store Module has a `Currency` data model that stores the supported currencies of a store. However, these currencies don't hold all the details of a currency, such as its name or symbol. + +Instead, Medusa defines a read-only link between the [Currency Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/currency/index.html.md)'s `Currency` data model and the Store Module's `Currency` data model. This means you can retrieve the details of a store's supported currencies, but you don't manage the links in a pivot table in the database. The currencies of a store are determined by the `currency_code` of the [Currency](https://docs.medusajs.com/references/store/models/Currency/index.html.md) data model in the Store Module (not in the Currency Module). + +### Retrieve with Query + +To retrieve the details of a store's currencies with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `supported_currencies.currency.*` in `fields`: + +### query.graph + +```ts +const { data: stores } = await query.graph({ + entity: "store", + fields: [ + "supported_currencies.currency.*", + ], +}) + +// stores.supported_currencies +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: stores } = useQueryGraphStep({ + entity: "store", + fields: [ + "supported_currencies.currency.*", + ], +}) + +// stores.supported_currencies +``` # User Module Options @@ -28747,6 +28574,179 @@ if (!count) { ``` +# Tax Module Options + +In this document, you'll learn about the options of the Tax Module. + +## providers + +The `providers` option is an array of either tax module providers or path to a file that defines a tax provider. + +When the Medusa application starts, these providers are registered and can be used to retrieve tax lines. + +```ts title="medusa-config.ts" +import { Modules } from "@medusajs/framework/utils" + +// ... + +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "@medusajs/tax", + options: { + providers: [ + { + resolve: "./path/to/my-provider", + id: "my-provider", + options: { + // ... + }, + }, + ], + }, + }, + ], +}) +``` + +The objects in the array accept the following properties: + +- `resolve`: A string indicating the package name of the module provider or the path to it. +- `id`: A string indicating the provider's unique name or ID. +- `options`: An optional object of the module provider's options. + + +# Tax Calculation with the Tax Provider + +In this document, you’ll learn how tax lines are calculated and what a tax provider is. + +## Tax Lines Calculation + +Tax lines are calculated and retrieved using the [getTaxLines method of the Tax Module’s main service](https://docs.medusajs.com/references/tax/getTaxLines/index.html.md). It accepts an array of line items and shipping methods, and the context of the calculation. + +For example: + +```ts +const taxLines = await taxModuleService.getTaxLines( + [ + { + id: "cali_123", + product_id: "prod_123", + unit_price: 1000, + quantity: 1, + }, + { + id: "casm_123", + shipping_option_id: "so_123", + unit_price: 2000, + }, + ], + { + address: { + country_code: "us", + }, + } +) +``` + +The context object is used to determine which tax regions and rates to use in the calculation. It includes properties related to the address and customer. + +The example above retrieves the tax lines based on the tax region for the United States. + +The method returns tax lines for the line item and shipping methods. For example: + +```json +[ + { + "line_item_id": "cali_123", + "rate_id": "txr_1", + "rate": 10, + "code": "XXX", + "name": "Tax Rate 1" + }, + { + "shipping_line_id": "casm_123", + "rate_id": "txr_2", + "rate": 5, + "code": "YYY", + "name": "Tax Rate 2" + } +] +``` + +*** + +## Using the Tax Provider in the Calculation + +The tax lines retrieved by the `getTaxLines` method are actually retrieved from the tax region’s provider. + +A tax module provider whose main service implements the logic to shape tax lines. Each tax region has a tax provider. + +The Tax Module provides a `system` tax provider that only transforms calculated item and shipping tax rates into the required return type. + +{/* --- + +TODO add once tax provider guide is updated + add module providers match other modules. + +## Create Tax Provider + +Refer to [this guide](/modules/tax/provider) to learn more about creating a tax provider. */} + + +# Tax Rates and Rules + +In this document, you’ll learn about tax rates and rules. + +Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/tax-regions#manage-tax-rate-overrides/index.html.md) to learn how to manage tax rates using the dashboard. + +## What are Tax Rates? + +A tax rate is a percentage amount used to calculate the tax amount for each taxable item’s price, such as line items or shipping methods, in a cart. The sum of all calculated tax amounts are then added to the cart’s total as a tax total. + +Each tax region has a default tax rate. This tax rate is applied to all taxable items of a cart in that region. + +### Combinable Tax Rates + +Tax regions can have parent tax regions. To inherit the tax rates of the parent tax region, set the `is_combinable` of the child’s tax rates to `true`. + +Then, when tax rates are retrieved for a taxable item in the child region, both the child and the parent tax regions’ applicable rates are returned. + +*** + +## Override Tax Rates with Rules + +You can create tax rates that override the default for specific conditions or rules. + +For example, you can have a default tax rate is 10%, but for products of type “Shirt” is %15. + +A tax region can have multiple tax rates, and each tax rate can have multiple tax rules. The [TaxRateRule data model](https://docs.medusajs.com/references/tax/models/TaxRateRule/index.html.md) represents a tax rate’s rule. + +![A diagram showcasing the relation between TaxRegion, TaxRate, and TaxRateRule](https://res.cloudinary.com/dza7lstvk/image/upload/v1711462167/Medusa%20Resources/tax-rate-rule_enzbp2.jpg) + +These two properties of the data model identify the rule’s target: + +- `reference`: the name of the table in the database that this rule points to. For example, `product_type`. +- `reference_id`: the ID of the data model’s record that this points to. For example, a product type’s ID. + +So, to override the default tax rate for product types “Shirt”, you create a tax rate and associate with it a tax rule whose `reference` is `product_type` and `reference_id` the ID of the “Shirt” product type. + + +# Tax Region + +In this document, you’ll learn about tax regions and how to use them with the Region Module. + +Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/tax-regions/index.html.md) to learn how to manage tax regions using the dashboard. + +## What is a Tax Region? + +A tax region, represented by the [TaxRegion data model](https://docs.medusajs.com/references/tax/models/TaxRegion/index.html.md), stores tax settings related to a region that your store serves. + +Tax regions can inherit settings and rules from a parent tax region. + +Each tax region has tax rules and a tax provider. + + # Emailpass Auth Module Provider In this document, you’ll learn about the Emailpass auth module provider and how to install and use it in the Auth Module. @@ -29355,51 +29355,73 @@ For each product variant, you: ## Workflows -- [createApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/createApiKeysWorkflow/index.html.md) -- [revokeApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/revokeApiKeysWorkflow/index.html.md) -- [linkSalesChannelsToApiKeyWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkSalesChannelsToApiKeyWorkflow/index.html.md) -- [updateApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateApiKeysWorkflow/index.html.md) - [deleteApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteApiKeysWorkflow/index.html.md) -- [addToCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/addToCartWorkflow/index.html.md) -- [addShippingMethodToCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/addShippingMethodToCartWorkflow/index.html.md) -- [confirmVariantInventoryWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmVariantInventoryWorkflow/index.html.md) -- [completeCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeCartWorkflow/index.html.md) -- [createCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCartWorkflow/index.html.md) -- [createCartCreditLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCartCreditLinesWorkflow/index.html.md) -- [createPaymentCollectionForCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPaymentCollectionForCartWorkflow/index.html.md) -- [deleteCartCreditLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCartCreditLinesWorkflow/index.html.md) -- [listShippingOptionsForCartWithPricingWorkflow](https://docs.medusajs.com/references/medusa-workflows/listShippingOptionsForCartWithPricingWorkflow/index.html.md) -- [refreshCartShippingMethodsWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshCartShippingMethodsWorkflow/index.html.md) -- [listShippingOptionsForCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/listShippingOptionsForCartWorkflow/index.html.md) -- [refreshCartItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshCartItemsWorkflow/index.html.md) -- [refreshPaymentCollectionForCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshPaymentCollectionForCartWorkflow/index.html.md) -- [transferCartCustomerWorkflow](https://docs.medusajs.com/references/medusa-workflows/transferCartCustomerWorkflow/index.html.md) -- [updateCartPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCartPromotionsWorkflow/index.html.md) -- [updateCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCartWorkflow/index.html.md) -- [updateLineItemInCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateLineItemInCartWorkflow/index.html.md) -- [updateTaxLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateTaxLinesWorkflow/index.html.md) -- [validateExistingPaymentCollectionStep](https://docs.medusajs.com/references/medusa-workflows/validateExistingPaymentCollectionStep/index.html.md) -- [generateResetPasswordTokenWorkflow](https://docs.medusajs.com/references/medusa-workflows/generateResetPasswordTokenWorkflow/index.html.md) -- [createCustomerAccountWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerAccountWorkflow/index.html.md) -- [createCustomerAddressesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerAddressesWorkflow/index.html.md) -- [createCustomersWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomersWorkflow/index.html.md) -- [deleteCustomerAddressesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCustomerAddressesWorkflow/index.html.md) -- [removeCustomerAccountWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeCustomerAccountWorkflow/index.html.md) -- [deleteCustomersWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCustomersWorkflow/index.html.md) -- [updateCustomerAddressesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCustomerAddressesWorkflow/index.html.md) -- [updateCustomersWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCustomersWorkflow/index.html.md) -- [deleteFilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteFilesWorkflow/index.html.md) -- [uploadFilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/uploadFilesWorkflow/index.html.md) -- [createDefaultsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createDefaultsWorkflow/index.html.md) +- [createApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/createApiKeysWorkflow/index.html.md) +- [linkSalesChannelsToApiKeyWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkSalesChannelsToApiKeyWorkflow/index.html.md) +- [revokeApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/revokeApiKeysWorkflow/index.html.md) +- [updateApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateApiKeysWorkflow/index.html.md) +- [batchLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinksWorkflow/index.html.md) +- [createLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/createLinksWorkflow/index.html.md) +- [dismissLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/dismissLinksWorkflow/index.html.md) +- [updateLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateLinksWorkflow/index.html.md) - [createCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerGroupsWorkflow/index.html.md) - [deleteCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCustomerGroupsWorkflow/index.html.md) -- [updateCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCustomerGroupsWorkflow/index.html.md) - [linkCustomerGroupsToCustomerWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkCustomerGroupsToCustomerWorkflow/index.html.md) - [linkCustomersToCustomerGroupWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkCustomersToCustomerGroupWorkflow/index.html.md) +- [updateCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCustomerGroupsWorkflow/index.html.md) +- [createDefaultsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createDefaultsWorkflow/index.html.md) +- [createCustomerAddressesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerAddressesWorkflow/index.html.md) +- [createCustomerAccountWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerAccountWorkflow/index.html.md) +- [deleteCustomerAddressesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCustomerAddressesWorkflow/index.html.md) +- [createCustomersWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomersWorkflow/index.html.md) +- [deleteCustomersWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCustomersWorkflow/index.html.md) +- [removeCustomerAccountWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeCustomerAccountWorkflow/index.html.md) +- [updateCustomerAddressesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCustomerAddressesWorkflow/index.html.md) +- [updateCustomersWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCustomersWorkflow/index.html.md) +- [addShippingMethodToCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/addShippingMethodToCartWorkflow/index.html.md) +- [addToCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/addToCartWorkflow/index.html.md) +- [completeCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeCartWorkflow/index.html.md) +- [confirmVariantInventoryWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmVariantInventoryWorkflow/index.html.md) +- [createCartCreditLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCartCreditLinesWorkflow/index.html.md) +- [createCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCartWorkflow/index.html.md) +- [deleteCartCreditLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCartCreditLinesWorkflow/index.html.md) +- [createPaymentCollectionForCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPaymentCollectionForCartWorkflow/index.html.md) +- [listShippingOptionsForCartWithPricingWorkflow](https://docs.medusajs.com/references/medusa-workflows/listShippingOptionsForCartWithPricingWorkflow/index.html.md) +- [listShippingOptionsForCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/listShippingOptionsForCartWorkflow/index.html.md) +- [refreshCartItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshCartItemsWorkflow/index.html.md) +- [refreshCartShippingMethodsWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshCartShippingMethodsWorkflow/index.html.md) +- [refreshPaymentCollectionForCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshPaymentCollectionForCartWorkflow/index.html.md) +- [updateCartPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCartPromotionsWorkflow/index.html.md) +- [transferCartCustomerWorkflow](https://docs.medusajs.com/references/medusa-workflows/transferCartCustomerWorkflow/index.html.md) +- [updateCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCartWorkflow/index.html.md) +- [updateLineItemInCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateLineItemInCartWorkflow/index.html.md) +- [validateExistingPaymentCollectionStep](https://docs.medusajs.com/references/medusa-workflows/validateExistingPaymentCollectionStep/index.html.md) +- [updateTaxLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateTaxLinesWorkflow/index.html.md) +- [generateResetPasswordTokenWorkflow](https://docs.medusajs.com/references/medusa-workflows/generateResetPasswordTokenWorkflow/index.html.md) +- [deleteFilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteFilesWorkflow/index.html.md) +- [uploadFilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/uploadFilesWorkflow/index.html.md) +- [batchShippingOptionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchShippingOptionRulesWorkflow/index.html.md) +- [calculateShippingOptionsPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/calculateShippingOptionsPricesWorkflow/index.html.md) +- [cancelFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelFulfillmentWorkflow/index.html.md) +- [createServiceZonesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createServiceZonesWorkflow/index.html.md) +- [createFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createFulfillmentWorkflow/index.html.md) +- [createReturnFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createReturnFulfillmentWorkflow/index.html.md) +- [createShipmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShipmentWorkflow/index.html.md) +- [createShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShippingOptionsWorkflow/index.html.md) +- [deleteFulfillmentSetsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteFulfillmentSetsWorkflow/index.html.md) +- [createShippingProfilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShippingProfilesWorkflow/index.html.md) +- [deleteServiceZonesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteServiceZonesWorkflow/index.html.md) +- [deleteShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteShippingOptionsWorkflow/index.html.md) +- [updateFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateFulfillmentWorkflow/index.html.md) +- [markFulfillmentAsDeliveredWorkflow](https://docs.medusajs.com/references/medusa-workflows/markFulfillmentAsDeliveredWorkflow/index.html.md) +- [updateServiceZonesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateServiceZonesWorkflow/index.html.md) +- [updateShippingProfilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateShippingProfilesWorkflow/index.html.md) +- [updateShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateShippingOptionsWorkflow/index.html.md) +- [validateFulfillmentDeliverabilityStep](https://docs.medusajs.com/references/medusa-workflows/validateFulfillmentDeliverabilityStep/index.html.md) - [batchInventoryItemLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchInventoryItemLevelsWorkflow/index.html.md) - [bulkCreateDeleteLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/bulkCreateDeleteLevelsWorkflow/index.html.md) -- [createInventoryItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInventoryItemsWorkflow/index.html.md) - [createInventoryLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInventoryLevelsWorkflow/index.html.md) +- [createInventoryItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInventoryItemsWorkflow/index.html.md) - [deleteInventoryItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteInventoryItemWorkflow/index.html.md) - [deleteInventoryLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteInventoryLevelsWorkflow/index.html.md) - [updateInventoryItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateInventoryItemsWorkflow/index.html.md) @@ -29409,112 +29431,95 @@ For each product variant, you: - [acceptInviteWorkflow](https://docs.medusajs.com/references/medusa-workflows/acceptInviteWorkflow/index.html.md) - [createInvitesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInvitesWorkflow/index.html.md) - [refreshInviteTokensWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshInviteTokensWorkflow/index.html.md) -- [cancelFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelFulfillmentWorkflow/index.html.md) -- [batchShippingOptionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchShippingOptionRulesWorkflow/index.html.md) -- [createFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createFulfillmentWorkflow/index.html.md) -- [calculateShippingOptionsPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/calculateShippingOptionsPricesWorkflow/index.html.md) -- [createReturnFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createReturnFulfillmentWorkflow/index.html.md) -- [createServiceZonesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createServiceZonesWorkflow/index.html.md) -- [createShipmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShipmentWorkflow/index.html.md) -- [createShippingProfilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShippingProfilesWorkflow/index.html.md) -- [createShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShippingOptionsWorkflow/index.html.md) -- [deleteFulfillmentSetsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteFulfillmentSetsWorkflow/index.html.md) -- [deleteServiceZonesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteServiceZonesWorkflow/index.html.md) -- [markFulfillmentAsDeliveredWorkflow](https://docs.medusajs.com/references/medusa-workflows/markFulfillmentAsDeliveredWorkflow/index.html.md) -- [updateFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateFulfillmentWorkflow/index.html.md) -- [deleteShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteShippingOptionsWorkflow/index.html.md) -- [updateServiceZonesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateServiceZonesWorkflow/index.html.md) -- [updateShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateShippingOptionsWorkflow/index.html.md) -- [updateShippingProfilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateShippingProfilesWorkflow/index.html.md) -- [validateFulfillmentDeliverabilityStep](https://docs.medusajs.com/references/medusa-workflows/validateFulfillmentDeliverabilityStep/index.html.md) - [deleteLineItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteLineItemsWorkflow/index.html.md) -- [createLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/createLinksWorkflow/index.html.md) -- [batchLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinksWorkflow/index.html.md) -- [dismissLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/dismissLinksWorkflow/index.html.md) -- [updateLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateLinksWorkflow/index.html.md) +- [createPaymentSessionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPaymentSessionsWorkflow/index.html.md) +- [createRefundReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createRefundReasonsWorkflow/index.html.md) +- [deletePaymentSessionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePaymentSessionsWorkflow/index.html.md) +- [deleteRefundReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteRefundReasonsWorkflow/index.html.md) +- [updateRefundReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateRefundReasonsWorkflow/index.html.md) - [capturePaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/capturePaymentWorkflow/index.html.md) -- [processPaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/processPaymentWorkflow/index.html.md) - [refundPaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/refundPaymentWorkflow/index.html.md) -- [refundPaymentsWorkflow](https://docs.medusajs.com/references/medusa-workflows/refundPaymentsWorkflow/index.html.md) +- [processPaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/processPaymentWorkflow/index.html.md) - [validatePaymentsRefundStep](https://docs.medusajs.com/references/medusa-workflows/validatePaymentsRefundStep/index.html.md) +- [refundPaymentsWorkflow](https://docs.medusajs.com/references/medusa-workflows/refundPaymentsWorkflow/index.html.md) - [validateRefundStep](https://docs.medusajs.com/references/medusa-workflows/validateRefundStep/index.html.md) -- [batchPriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchPriceListPricesWorkflow/index.html.md) - [createPriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPriceListPricesWorkflow/index.html.md) +- [batchPriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchPriceListPricesWorkflow/index.html.md) - [createPriceListsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPriceListsWorkflow/index.html.md) -- [removePriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/removePriceListPricesWorkflow/index.html.md) - [deletePriceListsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePriceListsWorkflow/index.html.md) - [updatePriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePriceListPricesWorkflow/index.html.md) +- [removePriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/removePriceListPricesWorkflow/index.html.md) - [updatePriceListsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePriceListsWorkflow/index.html.md) - [acceptOrderTransferValidationStep](https://docs.medusajs.com/references/medusa-workflows/acceptOrderTransferValidationStep/index.html.md) - [acceptOrderTransferWorkflow](https://docs.medusajs.com/references/medusa-workflows/acceptOrderTransferWorkflow/index.html.md) -- [addOrderLineItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/addOrderLineItemsWorkflow/index.html.md) - [archiveOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/archiveOrderWorkflow/index.html.md) +- [addOrderLineItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/addOrderLineItemsWorkflow/index.html.md) - [beginClaimOrderValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginClaimOrderValidationStep/index.html.md) -- [beginExchangeOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginExchangeOrderWorkflow/index.html.md) - [beginClaimOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginClaimOrderWorkflow/index.html.md) +- [beginExchangeOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginExchangeOrderWorkflow/index.html.md) - [beginOrderEditOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginOrderEditOrderWorkflow/index.html.md) -- [beginOrderEditValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginOrderEditValidationStep/index.html.md) - [beginOrderExchangeValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginOrderExchangeValidationStep/index.html.md) +- [beginOrderEditValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginOrderEditValidationStep/index.html.md) - [beginReceiveReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginReceiveReturnValidationStep/index.html.md) - [beginReceiveReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginReceiveReturnWorkflow/index.html.md) -- [beginReturnOrderValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginReturnOrderValidationStep/index.html.md) - [beginReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginReturnOrderWorkflow/index.html.md) -- [cancelBeginOrderClaimWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderClaimWorkflow/index.html.md) -- [cancelBeginOrderEditValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderEditValidationStep/index.html.md) +- [beginReturnOrderValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginReturnOrderValidationStep/index.html.md) - [cancelBeginOrderClaimValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderClaimValidationStep/index.html.md) +- [cancelBeginOrderClaimWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderClaimWorkflow/index.html.md) - [cancelBeginOrderEditWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderEditWorkflow/index.html.md) -- [cancelBeginOrderExchangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderExchangeWorkflow/index.html.md) - [cancelBeginOrderExchangeValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderExchangeValidationStep/index.html.md) +- [cancelBeginOrderEditValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderEditValidationStep/index.html.md) +- [cancelBeginOrderExchangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderExchangeWorkflow/index.html.md) - [cancelClaimValidateOrderStep](https://docs.medusajs.com/references/medusa-workflows/cancelClaimValidateOrderStep/index.html.md) - [cancelExchangeValidateOrder](https://docs.medusajs.com/references/medusa-workflows/cancelExchangeValidateOrder/index.html.md) -- [cancelOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderChangeWorkflow/index.html.md) - [cancelOrderClaimWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderClaimWorkflow/index.html.md) +- [cancelOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderChangeWorkflow/index.html.md) - [cancelOrderExchangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderExchangeWorkflow/index.html.md) -- [cancelOrderFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderFulfillmentWorkflow/index.html.md) - [cancelOrderFulfillmentValidateOrder](https://docs.medusajs.com/references/medusa-workflows/cancelOrderFulfillmentValidateOrder/index.html.md) - [cancelOrderTransferRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderTransferRequestWorkflow/index.html.md) -- [cancelRequestReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelRequestReturnValidationStep/index.html.md) -- [cancelReceiveReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelReceiveReturnValidationStep/index.html.md) +- [cancelOrderFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderFulfillmentWorkflow/index.html.md) - [cancelOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderWorkflow/index.html.md) +- [cancelReceiveReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelReceiveReturnValidationStep/index.html.md) +- [cancelRequestReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelRequestReturnValidationStep/index.html.md) - [cancelReturnReceiveWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelReturnReceiveWorkflow/index.html.md) - [cancelReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelReturnRequestWorkflow/index.html.md) - [cancelReturnValidateOrder](https://docs.medusajs.com/references/medusa-workflows/cancelReturnValidateOrder/index.html.md) - [cancelReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelReturnWorkflow/index.html.md) - [cancelTransferOrderRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelTransferOrderRequestValidationStep/index.html.md) -- [completeOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeOrderWorkflow/index.html.md) - [cancelValidateOrder](https://docs.medusajs.com/references/medusa-workflows/cancelValidateOrder/index.html.md) - [confirmClaimRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmClaimRequestValidationStep/index.html.md) -- [confirmExchangeRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmExchangeRequestWorkflow/index.html.md) -- [confirmExchangeRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmExchangeRequestValidationStep/index.html.md) +- [completeOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeOrderWorkflow/index.html.md) - [confirmClaimRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmClaimRequestWorkflow/index.html.md) +- [confirmExchangeRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmExchangeRequestWorkflow/index.html.md) - [confirmOrderEditRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmOrderEditRequestValidationStep/index.html.md) -- [confirmReceiveReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmReceiveReturnValidationStep/index.html.md) +- [confirmExchangeRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmExchangeRequestValidationStep/index.html.md) - [confirmOrderEditRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmOrderEditRequestWorkflow/index.html.md) -- [confirmReturnReceiveWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmReturnReceiveWorkflow/index.html.md) - [confirmReturnRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmReturnRequestValidationStep/index.html.md) +- [confirmReceiveReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmReceiveReturnValidationStep/index.html.md) +- [confirmReturnReceiveWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmReturnReceiveWorkflow/index.html.md) - [confirmReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmReturnRequestWorkflow/index.html.md) - [createClaimShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/createClaimShippingMethodValidationStep/index.html.md) -- [createAndCompleteReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/createAndCompleteReturnOrderWorkflow/index.html.md) +- [createCompleteReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/createCompleteReturnValidationStep/index.html.md) - [createClaimShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createClaimShippingMethodWorkflow/index.html.md) +- [createAndCompleteReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/createAndCompleteReturnOrderWorkflow/index.html.md) - [createExchangeShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/createExchangeShippingMethodValidationStep/index.html.md) - [createExchangeShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createExchangeShippingMethodWorkflow/index.html.md) -- [createCompleteReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/createCompleteReturnValidationStep/index.html.md) - [createFulfillmentValidateOrder](https://docs.medusajs.com/references/medusa-workflows/createFulfillmentValidateOrder/index.html.md) - [createOrUpdateOrderPaymentCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrUpdateOrderPaymentCollectionWorkflow/index.html.md) -- [createOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderChangeWorkflow/index.html.md) - [createOrderChangeActionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderChangeActionsWorkflow/index.html.md) -- [createOrderEditShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/createOrderEditShippingMethodValidationStep/index.html.md) -- [createOrderEditShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderEditShippingMethodWorkflow/index.html.md) -- [createOrderPaymentCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderPaymentCollectionWorkflow/index.html.md) +- [createOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderChangeWorkflow/index.html.md) - [createOrderFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderFulfillmentWorkflow/index.html.md) +- [createOrderEditShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderEditShippingMethodWorkflow/index.html.md) +- [createOrderEditShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/createOrderEditShippingMethodValidationStep/index.html.md) +- [createOrderPaymentCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderPaymentCollectionWorkflow/index.html.md) - [createOrderShipmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderShipmentWorkflow/index.html.md) +- [createOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderWorkflow/index.html.md) - [createOrdersWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrdersWorkflow/index.html.md) - [createReturnShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/createReturnShippingMethodValidationStep/index.html.md) -- [createOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderWorkflow/index.html.md) - [createReturnShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createReturnShippingMethodWorkflow/index.html.md) -- [declineOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/declineOrderChangeWorkflow/index.html.md) -- [declineOrderTransferRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/declineOrderTransferRequestWorkflow/index.html.md) - [createShipmentValidateOrder](https://docs.medusajs.com/references/medusa-workflows/createShipmentValidateOrder/index.html.md) +- [declineOrderTransferRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/declineOrderTransferRequestWorkflow/index.html.md) +- [declineOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/declineOrderChangeWorkflow/index.html.md) - [declineTransferOrderRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/declineTransferOrderRequestValidationStep/index.html.md) - [deleteOrderChangeActionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteOrderChangeActionsWorkflow/index.html.md) - [deleteOrderPaymentCollections](https://docs.medusajs.com/references/medusa-workflows/deleteOrderPaymentCollections/index.html.md) @@ -29527,85 +29532,80 @@ For each product variant, you: - [getOrdersListWorkflow](https://docs.medusajs.com/references/medusa-workflows/getOrdersListWorkflow/index.html.md) - [markOrderFulfillmentAsDeliveredWorkflow](https://docs.medusajs.com/references/medusa-workflows/markOrderFulfillmentAsDeliveredWorkflow/index.html.md) - [markPaymentCollectionAsPaid](https://docs.medusajs.com/references/medusa-workflows/markPaymentCollectionAsPaid/index.html.md) -- [orderClaimAddNewItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimAddNewItemValidationStep/index.html.md) - [orderClaimAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderClaimAddNewItemWorkflow/index.html.md) -- [orderClaimItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderClaimItemWorkflow/index.html.md) +- [orderClaimAddNewItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimAddNewItemValidationStep/index.html.md) - [orderClaimItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimItemValidationStep/index.html.md) +- [orderClaimItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderClaimItemWorkflow/index.html.md) - [orderClaimRequestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimRequestItemReturnValidationStep/index.html.md) - [orderClaimRequestItemReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderClaimRequestItemReturnWorkflow/index.html.md) - [orderEditAddNewItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderEditAddNewItemValidationStep/index.html.md) - [orderEditAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderEditAddNewItemWorkflow/index.html.md) - [orderEditUpdateItemQuantityValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderEditUpdateItemQuantityValidationStep/index.html.md) +- [orderEditUpdateItemQuantityWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderEditUpdateItemQuantityWorkflow/index.html.md) - [orderExchangeAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderExchangeAddNewItemWorkflow/index.html.md) - [orderExchangeRequestItemReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderExchangeRequestItemReturnWorkflow/index.html.md) -- [orderEditUpdateItemQuantityWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderEditUpdateItemQuantityWorkflow/index.html.md) -- [orderFulfillmentDeliverablilityValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderFulfillmentDeliverablilityValidationStep/index.html.md) -- [receiveAndCompleteReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/receiveAndCompleteReturnOrderWorkflow/index.html.md) - [receiveCompleteReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/receiveCompleteReturnValidationStep/index.html.md) +- [receiveAndCompleteReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/receiveAndCompleteReturnOrderWorkflow/index.html.md) +- [orderFulfillmentDeliverablilityValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderFulfillmentDeliverablilityValidationStep/index.html.md) - [receiveItemReturnRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/receiveItemReturnRequestValidationStep/index.html.md) +- [removeAddItemClaimActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeAddItemClaimActionWorkflow/index.html.md) - [receiveItemReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/receiveItemReturnRequestWorkflow/index.html.md) - [removeClaimAddItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeClaimAddItemActionValidationStep/index.html.md) - [removeClaimItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeClaimItemActionValidationStep/index.html.md) -- [removeAddItemClaimActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeAddItemClaimActionWorkflow/index.html.md) - [removeClaimShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeClaimShippingMethodValidationStep/index.html.md) -- [removeClaimShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeClaimShippingMethodWorkflow/index.html.md) - [removeExchangeItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeExchangeItemActionValidationStep/index.html.md) +- [removeClaimShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeClaimShippingMethodWorkflow/index.html.md) - [removeExchangeShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeExchangeShippingMethodValidationStep/index.html.md) - [removeExchangeShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeExchangeShippingMethodWorkflow/index.html.md) - [removeItemClaimActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemClaimActionWorkflow/index.html.md) -- [removeItemOrderEditActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemOrderEditActionWorkflow/index.html.md) - [removeItemExchangeActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemExchangeActionWorkflow/index.html.md) +- [removeItemOrderEditActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemOrderEditActionWorkflow/index.html.md) - [removeItemReceiveReturnActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeItemReceiveReturnActionValidationStep/index.html.md) -- [removeOrderEditItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeOrderEditItemActionValidationStep/index.html.md) - [removeItemReturnActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemReturnActionWorkflow/index.html.md) - [removeItemReceiveReturnActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemReceiveReturnActionWorkflow/index.html.md) +- [removeOrderEditItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeOrderEditItemActionValidationStep/index.html.md) - [removeOrderEditShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeOrderEditShippingMethodValidationStep/index.html.md) -- [removeOrderEditShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeOrderEditShippingMethodWorkflow/index.html.md) - [removeReturnItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeReturnItemActionValidationStep/index.html.md) +- [removeOrderEditShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeOrderEditShippingMethodWorkflow/index.html.md) - [removeReturnShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeReturnShippingMethodValidationStep/index.html.md) -- [removeReturnShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeReturnShippingMethodWorkflow/index.html.md) - [requestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/requestItemReturnValidationStep/index.html.md) -- [requestOrderEditRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/requestOrderEditRequestValidationStep/index.html.md) - [requestItemReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/requestItemReturnWorkflow/index.html.md) +- [removeReturnShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeReturnShippingMethodWorkflow/index.html.md) +- [requestOrderEditRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/requestOrderEditRequestValidationStep/index.html.md) - [requestOrderEditRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/requestOrderEditRequestWorkflow/index.html.md) - [requestOrderTransferWorkflow](https://docs.medusajs.com/references/medusa-workflows/requestOrderTransferWorkflow/index.html.md) - [requestOrderTransferValidationStep](https://docs.medusajs.com/references/medusa-workflows/requestOrderTransferValidationStep/index.html.md) - [throwUnlessPaymentCollectionNotPaid](https://docs.medusajs.com/references/medusa-workflows/throwUnlessPaymentCollectionNotPaid/index.html.md) - [throwUnlessStatusIsNotPaid](https://docs.medusajs.com/references/medusa-workflows/throwUnlessStatusIsNotPaid/index.html.md) -- [updateClaimAddItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateClaimAddItemValidationStep/index.html.md) - [updateClaimItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateClaimItemValidationStep/index.html.md) - [updateClaimAddItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateClaimAddItemWorkflow/index.html.md) - [updateClaimItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateClaimItemWorkflow/index.html.md) -- [updateClaimShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateClaimShippingMethodWorkflow/index.html.md) -- [updateExchangeAddItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateExchangeAddItemValidationStep/index.html.md) +- [updateClaimAddItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateClaimAddItemValidationStep/index.html.md) - [updateClaimShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateClaimShippingMethodValidationStep/index.html.md) +- [updateClaimShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateClaimShippingMethodWorkflow/index.html.md) - [updateExchangeAddItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateExchangeAddItemWorkflow/index.html.md) +- [updateExchangeAddItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateExchangeAddItemValidationStep/index.html.md) - [updateExchangeShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateExchangeShippingMethodValidationStep/index.html.md) - [updateExchangeShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateExchangeShippingMethodWorkflow/index.html.md) -- [updateOrderChangeActionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderChangeActionsWorkflow/index.html.md) - [updateOrderChangesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderChangesWorkflow/index.html.md) +- [updateOrderEditAddItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditAddItemValidationStep/index.html.md) +- [updateOrderChangeActionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderChangeActionsWorkflow/index.html.md) - [updateOrderEditAddItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditAddItemWorkflow/index.html.md) - [updateOrderEditItemQuantityValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditItemQuantityValidationStep/index.html.md) -- [updateOrderEditAddItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditAddItemValidationStep/index.html.md) - [updateOrderEditItemQuantityWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditItemQuantityWorkflow/index.html.md) +- [updateOrderEditShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditShippingMethodValidationStep/index.html.md) - [updateOrderEditShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditShippingMethodWorkflow/index.html.md) - [updateOrderTaxLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderTaxLinesWorkflow/index.html.md) -- [updateOrderEditShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditShippingMethodValidationStep/index.html.md) - [updateOrderValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderValidationStep/index.html.md) - [updateOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderWorkflow/index.html.md) -- [updateReceiveItemReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReceiveItemReturnRequestWorkflow/index.html.md) - [updateReceiveItemReturnRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateReceiveItemReturnRequestValidationStep/index.html.md) -- [updateRequestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateRequestItemReturnValidationStep/index.html.md) +- [updateReceiveItemReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReceiveItemReturnRequestWorkflow/index.html.md) - [updateRequestItemReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateRequestItemReturnWorkflow/index.html.md) +- [updateRequestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateRequestItemReturnValidationStep/index.html.md) - [updateReturnShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateReturnShippingMethodValidationStep/index.html.md) -- [updateReturnShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReturnShippingMethodWorkflow/index.html.md) - [updateReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateReturnValidationStep/index.html.md) +- [updateReturnShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReturnShippingMethodWorkflow/index.html.md) - [updateReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReturnWorkflow/index.html.md) -- [createPaymentSessionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPaymentSessionsWorkflow/index.html.md) -- [createRefundReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createRefundReasonsWorkflow/index.html.md) -- [deletePaymentSessionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePaymentSessionsWorkflow/index.html.md) -- [deleteRefundReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteRefundReasonsWorkflow/index.html.md) -- [updateRefundReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateRefundReasonsWorkflow/index.html.md) - [createPricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPricePreferencesWorkflow/index.html.md) - [deletePricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePricePreferencesWorkflow/index.html.md) - [updatePricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePricePreferencesWorkflow/index.html.md) @@ -29613,43 +29613,43 @@ For each product variant, you: - [batchPromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchPromotionRulesWorkflow/index.html.md) - [createCampaignsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCampaignsWorkflow/index.html.md) - [createPromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPromotionRulesWorkflow/index.html.md) -- [deleteCampaignsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCampaignsWorkflow/index.html.md) - [createPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPromotionsWorkflow/index.html.md) - [deletePromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePromotionRulesWorkflow/index.html.md) -- [updatePromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionRulesWorkflow/index.html.md) -- [updateCampaignsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCampaignsWorkflow/index.html.md) +- [deleteCampaignsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCampaignsWorkflow/index.html.md) - [deletePromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePromotionsWorkflow/index.html.md) +- [updateCampaignsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCampaignsWorkflow/index.html.md) - [updatePromotionsStatusWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsStatusWorkflow/index.html.md) +- [updatePromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionRulesWorkflow/index.html.md) - [updatePromotionsValidationStep](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsValidationStep/index.html.md) - [updatePromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsWorkflow/index.html.md) -- [batchProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchProductVariantsWorkflow/index.html.md) -- [batchLinkProductsToCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinkProductsToCollectionWorkflow/index.html.md) - [batchLinkProductsToCategoryWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinkProductsToCategoryWorkflow/index.html.md) +- [batchProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchProductVariantsWorkflow/index.html.md) - [batchProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchProductsWorkflow/index.html.md) -- [createProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductOptionsWorkflow/index.html.md) -- [createProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductTagsWorkflow/index.html.md) +- [batchLinkProductsToCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinkProductsToCollectionWorkflow/index.html.md) - [createCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCollectionsWorkflow/index.html.md) +- [createProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductTagsWorkflow/index.html.md) +- [createProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductOptionsWorkflow/index.html.md) - [createProductTypesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductTypesWorkflow/index.html.md) -- [createProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductsWorkflow/index.html.md) -- [deleteCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCollectionsWorkflow/index.html.md) - [createProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductVariantsWorkflow/index.html.md) +- [deleteCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCollectionsWorkflow/index.html.md) +- [createProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductsWorkflow/index.html.md) - [deleteProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductOptionsWorkflow/index.html.md) - [deleteProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductTagsWorkflow/index.html.md) -- [deleteProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductVariantsWorkflow/index.html.md) -- [deleteProductTypesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductTypesWorkflow/index.html.md) - [deleteProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductsWorkflow/index.html.md) -- [importProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/importProductsWorkflow/index.html.md) +- [deleteProductTypesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductTypesWorkflow/index.html.md) +- [deleteProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductVariantsWorkflow/index.html.md) - [exportProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/exportProductsWorkflow/index.html.md) -- [updateCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCollectionsWorkflow/index.html.md) +- [importProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/importProductsWorkflow/index.html.md) - [updateProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductOptionsWorkflow/index.html.md) +- [updateCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCollectionsWorkflow/index.html.md) - [updateProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductTagsWorkflow/index.html.md) -- [updateProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductVariantsWorkflow/index.html.md) - [updateProductTypesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductTypesWorkflow/index.html.md) +- [updateProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductVariantsWorkflow/index.html.md) - [updateProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductsWorkflow/index.html.md) - [upsertVariantPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/upsertVariantPricesWorkflow/index.html.md) - [validateProductInputStep](https://docs.medusajs.com/references/medusa-workflows/validateProductInputStep/index.html.md) -- [createProductCategoriesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductCategoriesWorkflow/index.html.md) - [deleteProductCategoriesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductCategoriesWorkflow/index.html.md) +- [createProductCategoriesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductCategoriesWorkflow/index.html.md) - [updateProductCategoriesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductCategoriesWorkflow/index.html.md) - [createRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createRegionsWorkflow/index.html.md) - [deleteRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteRegionsWorkflow/index.html.md) @@ -29662,16 +29662,16 @@ For each product variant, you: - [updateReturnReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReturnReasonsWorkflow/index.html.md) - [deleteReturnReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteReturnReasonsWorkflow/index.html.md) - [createSalesChannelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createSalesChannelsWorkflow/index.html.md) -- [linkProductsToSalesChannelWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkProductsToSalesChannelWorkflow/index.html.md) - [deleteSalesChannelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteSalesChannelsWorkflow/index.html.md) +- [linkProductsToSalesChannelWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkProductsToSalesChannelWorkflow/index.html.md) - [updateSalesChannelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateSalesChannelsWorkflow/index.html.md) -- [deleteShippingProfileWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteShippingProfileWorkflow/index.html.md) -- [validateStepShippingProfileDelete](https://docs.medusajs.com/references/medusa-workflows/validateStepShippingProfileDelete/index.html.md) - [createLocationFulfillmentSetWorkflow](https://docs.medusajs.com/references/medusa-workflows/createLocationFulfillmentSetWorkflow/index.html.md) - [createStockLocationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createStockLocationsWorkflow/index.html.md) - [deleteStockLocationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteStockLocationsWorkflow/index.html.md) - [linkSalesChannelsToStockLocationWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkSalesChannelsToStockLocationWorkflow/index.html.md) - [updateStockLocationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateStockLocationsWorkflow/index.html.md) +- [deleteShippingProfileWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteShippingProfileWorkflow/index.html.md) +- [validateStepShippingProfileDelete](https://docs.medusajs.com/references/medusa-workflows/validateStepShippingProfileDelete/index.html.md) - [createStoresWorkflow](https://docs.medusajs.com/references/medusa-workflows/createStoresWorkflow/index.html.md) - [updateStoresWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateStoresWorkflow/index.html.md) - [deleteStoresWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteStoresWorkflow/index.html.md) @@ -29685,272 +29685,272 @@ For each product variant, you: - [setTaxRateRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/setTaxRateRulesWorkflow/index.html.md) - [updateTaxRatesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateTaxRatesWorkflow/index.html.md) - [updateTaxRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateTaxRegionsWorkflow/index.html.md) -- [createUsersWorkflow](https://docs.medusajs.com/references/medusa-workflows/createUsersWorkflow/index.html.md) -- [deleteUsersWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteUsersWorkflow/index.html.md) - [createUserAccountWorkflow](https://docs.medusajs.com/references/medusa-workflows/createUserAccountWorkflow/index.html.md) +- [createUsersWorkflow](https://docs.medusajs.com/references/medusa-workflows/createUsersWorkflow/index.html.md) - [removeUserAccountWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeUserAccountWorkflow/index.html.md) - [updateUsersWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateUsersWorkflow/index.html.md) +- [deleteUsersWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteUsersWorkflow/index.html.md) ## Steps +- [createApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/createApiKeysStep/index.html.md) - [deleteApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteApiKeysStep/index.html.md) - [linkSalesChannelsToApiKeyStep](https://docs.medusajs.com/references/medusa-workflows/steps/linkSalesChannelsToApiKeyStep/index.html.md) - [revokeApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/revokeApiKeysStep/index.html.md) -- [createApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/createApiKeysStep/index.html.md) - [validateSalesChannelsExistStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateSalesChannelsExistStep/index.html.md) - [updateApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateApiKeysStep/index.html.md) - [setAuthAppMetadataStep](https://docs.medusajs.com/references/medusa-workflows/steps/setAuthAppMetadataStep/index.html.md) - [createRemoteLinkStep](https://docs.medusajs.com/references/medusa-workflows/steps/createRemoteLinkStep/index.html.md) - [dismissRemoteLinkStep](https://docs.medusajs.com/references/medusa-workflows/steps/dismissRemoteLinkStep/index.html.md) - [emitEventStep](https://docs.medusajs.com/references/medusa-workflows/steps/emitEventStep/index.html.md) -- [updateRemoteLinksStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateRemoteLinksStep/index.html.md) -- [useQueryGraphStep](https://docs.medusajs.com/references/medusa-workflows/steps/useQueryGraphStep/index.html.md) -- [useRemoteQueryStep](https://docs.medusajs.com/references/medusa-workflows/steps/useRemoteQueryStep/index.html.md) - [removeRemoteLinkStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeRemoteLinkStep/index.html.md) +- [updateRemoteLinksStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateRemoteLinksStep/index.html.md) +- [useRemoteQueryStep](https://docs.medusajs.com/references/medusa-workflows/steps/useRemoteQueryStep/index.html.md) +- [useQueryGraphStep](https://docs.medusajs.com/references/medusa-workflows/steps/useQueryGraphStep/index.html.md) - [validatePresenceOfStep](https://docs.medusajs.com/references/medusa-workflows/steps/validatePresenceOfStep/index.html.md) +- [createCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomerAddressesStep/index.html.md) +- [deleteCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomerAddressesStep/index.html.md) +- [createCustomersStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomersStep/index.html.md) +- [deleteCustomersStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomersStep/index.html.md) +- [maybeUnsetDefaultBillingAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/maybeUnsetDefaultBillingAddressesStep/index.html.md) +- [updateCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomerAddressesStep/index.html.md) +- [updateCustomersStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomersStep/index.html.md) +- [validateCustomerAccountCreation](https://docs.medusajs.com/references/medusa-workflows/steps/validateCustomerAccountCreation/index.html.md) +- [maybeUnsetDefaultShippingAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/maybeUnsetDefaultShippingAddressesStep/index.html.md) - [addShippingMethodToCartStep](https://docs.medusajs.com/references/medusa-workflows/steps/addShippingMethodToCartStep/index.html.md) -- [createCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCartsStep/index.html.md) +- [confirmInventoryStep](https://docs.medusajs.com/references/medusa-workflows/steps/confirmInventoryStep/index.html.md) - [createLineItemAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createLineItemAdjustmentsStep/index.html.md) - [createLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createLineItemsStep/index.html.md) +- [createCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCartsStep/index.html.md) - [createPaymentCollectionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPaymentCollectionsStep/index.html.md) -- [createShippingMethodAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingMethodAdjustmentsStep/index.html.md) -- [findOneOrAnyRegionStep](https://docs.medusajs.com/references/medusa-workflows/steps/findOneOrAnyRegionStep/index.html.md) -- [findSalesChannelStep](https://docs.medusajs.com/references/medusa-workflows/steps/findSalesChannelStep/index.html.md) - [findOrCreateCustomerStep](https://docs.medusajs.com/references/medusa-workflows/steps/findOrCreateCustomerStep/index.html.md) -- [confirmInventoryStep](https://docs.medusajs.com/references/medusa-workflows/steps/confirmInventoryStep/index.html.md) +- [findOneOrAnyRegionStep](https://docs.medusajs.com/references/medusa-workflows/steps/findOneOrAnyRegionStep/index.html.md) +- [createShippingMethodAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingMethodAdjustmentsStep/index.html.md) +- [findSalesChannelStep](https://docs.medusajs.com/references/medusa-workflows/steps/findSalesChannelStep/index.html.md) - [getActionsToComputeFromPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getActionsToComputeFromPromotionsStep/index.html.md) +- [getPromotionCodesToApply](https://docs.medusajs.com/references/medusa-workflows/steps/getPromotionCodesToApply/index.html.md) - [getLineItemActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getLineItemActionsStep/index.html.md) - [getVariantPriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getVariantPriceSetsStep/index.html.md) - [getVariantsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getVariantsStep/index.html.md) - [prepareAdjustmentsFromPromotionActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/prepareAdjustmentsFromPromotionActionsStep/index.html.md) -- [getPromotionCodesToApply](https://docs.medusajs.com/references/medusa-workflows/steps/getPromotionCodesToApply/index.html.md) -- [removeLineItemAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeLineItemAdjustmentsStep/index.html.md) -- [removeShippingMethodFromCartStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeShippingMethodFromCartStep/index.html.md) - [removeShippingMethodAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeShippingMethodAdjustmentsStep/index.html.md) +- [removeShippingMethodFromCartStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeShippingMethodFromCartStep/index.html.md) +- [removeLineItemAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeLineItemAdjustmentsStep/index.html.md) - [reserveInventoryStep](https://docs.medusajs.com/references/medusa-workflows/steps/reserveInventoryStep/index.html.md) -- [setTaxLinesForItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/setTaxLinesForItemsStep/index.html.md) - [retrieveCartStep](https://docs.medusajs.com/references/medusa-workflows/steps/retrieveCartStep/index.html.md) +- [setTaxLinesForItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/setTaxLinesForItemsStep/index.html.md) - [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md) -- [updateShippingMethodsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateShippingMethodsStep/index.html.md) -- [updateLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateLineItemsStep/index.html.md) - [updateCartPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartPromotionsStep/index.html.md) +- [updateLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateLineItemsStep/index.html.md) +- [updateShippingMethodsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateShippingMethodsStep/index.html.md) - [validateAndReturnShippingMethodsDataStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateAndReturnShippingMethodsDataStep/index.html.md) -- [validateCartPaymentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartPaymentsStep/index.html.md) - [validateCartShippingOptionsPriceStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartShippingOptionsPriceStep/index.html.md) -- [validateCartShippingOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartShippingOptionsStep/index.html.md) - [validateLineItemPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateLineItemPricesStep/index.html.md) +- [validateCartShippingOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartShippingOptionsStep/index.html.md) +- [validateCartStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartStep/index.html.md) - [validateShippingStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateShippingStep/index.html.md) - [validateVariantPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateVariantPricesStep/index.html.md) -- [validateCartStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartStep/index.html.md) -- [createCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomerAddressesStep/index.html.md) -- [createCustomersStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomersStep/index.html.md) -- [deleteCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomerAddressesStep/index.html.md) -- [maybeUnsetDefaultShippingAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/maybeUnsetDefaultShippingAddressesStep/index.html.md) -- [maybeUnsetDefaultBillingAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/maybeUnsetDefaultBillingAddressesStep/index.html.md) -- [deleteCustomersStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomersStep/index.html.md) -- [updateCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomerAddressesStep/index.html.md) -- [updateCustomersStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomersStep/index.html.md) -- [validateCustomerAccountCreation](https://docs.medusajs.com/references/medusa-workflows/steps/validateCustomerAccountCreation/index.html.md) -- [deleteCustomerGroupStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomerGroupStep/index.html.md) -- [createCustomerGroupsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomerGroupsStep/index.html.md) -- [linkCustomersToCustomerGroupStep](https://docs.medusajs.com/references/medusa-workflows/steps/linkCustomersToCustomerGroupStep/index.html.md) -- [linkCustomerGroupsToCustomerStep](https://docs.medusajs.com/references/medusa-workflows/steps/linkCustomerGroupsToCustomerStep/index.html.md) +- [validateCartPaymentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartPaymentsStep/index.html.md) - [createDefaultStoreStep](https://docs.medusajs.com/references/medusa-workflows/steps/createDefaultStoreStep/index.html.md) -- [updateCustomerGroupsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomerGroupsStep/index.html.md) - [deleteFilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteFilesStep/index.html.md) - [uploadFilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/uploadFilesStep/index.html.md) -- [buildPriceSet](https://docs.medusajs.com/references/medusa-workflows/steps/buildPriceSet/index.html.md) - [calculateShippingOptionsPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/calculateShippingOptionsPricesStep/index.html.md) +- [buildPriceSet](https://docs.medusajs.com/references/medusa-workflows/steps/buildPriceSet/index.html.md) - [cancelFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelFulfillmentStep/index.html.md) -- [createFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/createFulfillmentStep/index.html.md) -- [createReturnFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/createReturnFulfillmentStep/index.html.md) - [createFulfillmentSets](https://docs.medusajs.com/references/medusa-workflows/steps/createFulfillmentSets/index.html.md) +- [createReturnFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/createReturnFulfillmentStep/index.html.md) - [createServiceZonesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createServiceZonesStep/index.html.md) +- [createFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/createFulfillmentStep/index.html.md) - [createShippingOptionRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingOptionRulesStep/index.html.md) -- [createShippingProfilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingProfilesStep/index.html.md) -- [deleteFulfillmentSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteFulfillmentSetsStep/index.html.md) - [createShippingOptionsPriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingOptionsPriceSetsStep/index.html.md) +- [deleteFulfillmentSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteFulfillmentSetsStep/index.html.md) - [deleteServiceZonesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteServiceZonesStep/index.html.md) +- [createShippingProfilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingProfilesStep/index.html.md) - [deleteShippingOptionRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteShippingOptionRulesStep/index.html.md) - [deleteShippingOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteShippingOptionsStep/index.html.md) -- [updateServiceZonesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateServiceZonesStep/index.html.md) - [setShippingOptionsPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/setShippingOptionsPricesStep/index.html.md) -- [updateFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateFulfillmentStep/index.html.md) - [updateShippingOptionRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateShippingOptionRulesStep/index.html.md) -- [validateShipmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateShipmentStep/index.html.md) +- [updateFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateFulfillmentStep/index.html.md) +- [updateServiceZonesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateServiceZonesStep/index.html.md) - [updateShippingProfilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateShippingProfilesStep/index.html.md) +- [validateShipmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateShipmentStep/index.html.md) - [upsertShippingOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/upsertShippingOptionsStep/index.html.md) - [validateShippingOptionPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateShippingOptionPricesStep/index.html.md) +- [deleteInvitesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteInvitesStep/index.html.md) +- [refreshInviteTokensStep](https://docs.medusajs.com/references/medusa-workflows/steps/refreshInviteTokensStep/index.html.md) +- [createInviteStep](https://docs.medusajs.com/references/medusa-workflows/steps/createInviteStep/index.html.md) +- [validateTokenStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateTokenStep/index.html.md) - [adjustInventoryLevelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/adjustInventoryLevelsStep/index.html.md) -- [createInventoryItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createInventoryItemsStep/index.html.md) - [attachInventoryItemToVariants](https://docs.medusajs.com/references/medusa-workflows/steps/attachInventoryItemToVariants/index.html.md) -- [createInventoryLevelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createInventoryLevelsStep/index.html.md) - [deleteInventoryItemStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteInventoryItemStep/index.html.md) +- [createInventoryLevelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createInventoryLevelsStep/index.html.md) +- [createInventoryItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createInventoryItemsStep/index.html.md) - [deleteInventoryLevelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteInventoryLevelsStep/index.html.md) - [updateInventoryItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateInventoryItemsStep/index.html.md) - [updateInventoryLevelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateInventoryLevelsStep/index.html.md) - [validateInventoryDeleteStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateInventoryDeleteStep/index.html.md) -- [validateInventoryLocationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateInventoryLocationsStep/index.html.md) - [validateInventoryItemsForCreate](https://docs.medusajs.com/references/medusa-workflows/steps/validateInventoryItemsForCreate/index.html.md) -- [deleteInvitesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteInvitesStep/index.html.md) -- [createInviteStep](https://docs.medusajs.com/references/medusa-workflows/steps/createInviteStep/index.html.md) -- [refreshInviteTokensStep](https://docs.medusajs.com/references/medusa-workflows/steps/refreshInviteTokensStep/index.html.md) -- [sendNotificationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/sendNotificationsStep/index.html.md) -- [validateTokenStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateTokenStep/index.html.md) -- [notifyOnFailureStep](https://docs.medusajs.com/references/medusa-workflows/steps/notifyOnFailureStep/index.html.md) -- [updateLineItemsStepWithSelector](https://docs.medusajs.com/references/medusa-workflows/steps/updateLineItemsStepWithSelector/index.html.md) -- [listLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/listLineItemsStep/index.html.md) +- [validateInventoryLocationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateInventoryLocationsStep/index.html.md) - [deleteLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteLineItemsStep/index.html.md) +- [listLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/listLineItemsStep/index.html.md) +- [updateLineItemsStepWithSelector](https://docs.medusajs.com/references/medusa-workflows/steps/updateLineItemsStepWithSelector/index.html.md) +- [notifyOnFailureStep](https://docs.medusajs.com/references/medusa-workflows/steps/notifyOnFailureStep/index.html.md) +- [sendNotificationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/sendNotificationsStep/index.html.md) - [addOrderTransactionStep](https://docs.medusajs.com/references/medusa-workflows/steps/addOrderTransactionStep/index.html.md) -- [cancelOrderChangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderChangeStep/index.html.md) - [archiveOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/archiveOrdersStep/index.html.md) - [cancelOrderClaimStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderClaimStep/index.html.md) -- [cancelOrderFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderFulfillmentStep/index.html.md) -- [cancelOrderReturnStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderReturnStep/index.html.md) - [cancelOrderExchangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderExchangeStep/index.html.md) -- [cancelOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrdersStep/index.html.md) -- [createOrderChangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderChangeStep/index.html.md) +- [cancelOrderChangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderChangeStep/index.html.md) +- [cancelOrderReturnStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderReturnStep/index.html.md) - [completeOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/completeOrdersStep/index.html.md) -- [createCompleteReturnStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCompleteReturnStep/index.html.md) +- [cancelOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrdersStep/index.html.md) +- [cancelOrderFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderFulfillmentStep/index.html.md) +- [createOrderChangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderChangeStep/index.html.md) - [createOrderClaimItemsFromActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderClaimItemsFromActionsStep/index.html.md) +- [createOrderClaimsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderClaimsStep/index.html.md) +- [createCompleteReturnStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCompleteReturnStep/index.html.md) - [createOrderExchangeItemsFromActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderExchangeItemsFromActionsStep/index.html.md) - [createOrderExchangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderExchangesStep/index.html.md) -- [createOrderClaimsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderClaimsStep/index.html.md) - [createOrderLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderLineItemsStep/index.html.md) - [createOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrdersStep/index.html.md) - [createReturnsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createReturnsStep/index.html.md) - [declineOrderChangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/declineOrderChangeStep/index.html.md) - [deleteClaimsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteClaimsStep/index.html.md) +- [deleteOrderChangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderChangesStep/index.html.md) - [deleteExchangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteExchangesStep/index.html.md) - [deleteOrderChangeActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderChangeActionsStep/index.html.md) -- [deleteOrderChangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderChangesStep/index.html.md) - [deleteOrderLineItems](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderLineItems/index.html.md) -- [deleteOrderShippingMethods](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderShippingMethods/index.html.md) -- [deleteReturnsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteReturnsStep/index.html.md) - [previewOrderChangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/previewOrderChangeStep/index.html.md) +- [deleteReturnsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteReturnsStep/index.html.md) +- [deleteOrderShippingMethods](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderShippingMethods/index.html.md) - [registerOrderChangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/registerOrderChangesStep/index.html.md) -- [registerOrderFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/registerOrderFulfillmentStep/index.html.md) -- [updateOrderChangeActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrderChangeActionsStep/index.html.md) - [setOrderTaxLinesForItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/setOrderTaxLinesForItemsStep/index.html.md) - [registerOrderShipmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/registerOrderShipmentStep/index.html.md) +- [registerOrderFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/registerOrderFulfillmentStep/index.html.md) +- [updateOrderChangeActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrderChangeActionsStep/index.html.md) - [updateOrderShippingMethodsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrderShippingMethodsStep/index.html.md) +- [updateOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrdersStep/index.html.md) - [updateOrderChangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrderChangesStep/index.html.md) - [updateReturnItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReturnItemsStep/index.html.md) -- [updateOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrdersStep/index.html.md) - [updateReturnsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReturnsStep/index.html.md) - [authorizePaymentSessionStep](https://docs.medusajs.com/references/medusa-workflows/steps/authorizePaymentSessionStep/index.html.md) - [cancelPaymentStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelPaymentStep/index.html.md) +- [capturePaymentStep](https://docs.medusajs.com/references/medusa-workflows/steps/capturePaymentStep/index.html.md) - [refundPaymentStep](https://docs.medusajs.com/references/medusa-workflows/steps/refundPaymentStep/index.html.md) - [refundPaymentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/refundPaymentsStep/index.html.md) -- [capturePaymentStep](https://docs.medusajs.com/references/medusa-workflows/steps/capturePaymentStep/index.html.md) +- [createPriceListPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPriceListPricesStep/index.html.md) +- [createPriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPriceListsStep/index.html.md) +- [removePriceListPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/removePriceListPricesStep/index.html.md) +- [deletePriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePriceListsStep/index.html.md) +- [getExistingPriceListsPriceIdsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getExistingPriceListsPriceIdsStep/index.html.md) +- [updatePriceListPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceListPricesStep/index.html.md) +- [validatePriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validatePriceListsStep/index.html.md) +- [validateVariantPriceLinksStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateVariantPriceLinksStep/index.html.md) +- [updatePriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceListsStep/index.html.md) - [createPaymentAccountHolderStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPaymentAccountHolderStep/index.html.md) - [createPaymentSessionStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPaymentSessionStep/index.html.md) - [createRefundReasonStep](https://docs.medusajs.com/references/medusa-workflows/steps/createRefundReasonStep/index.html.md) -- [deleteRefundReasonsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteRefundReasonsStep/index.html.md) - [deletePaymentSessionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePaymentSessionsStep/index.html.md) -- [updateRefundReasonsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateRefundReasonsStep/index.html.md) +- [deleteRefundReasonsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteRefundReasonsStep/index.html.md) - [updatePaymentCollectionStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePaymentCollectionStep/index.html.md) +- [updateRefundReasonsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateRefundReasonsStep/index.html.md) - [validateDeletedPaymentSessionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateDeletedPaymentSessionsStep/index.html.md) -- [createPriceListPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPriceListPricesStep/index.html.md) -- [getExistingPriceListsPriceIdsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getExistingPriceListsPriceIdsStep/index.html.md) -- [createPriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPriceListsStep/index.html.md) -- [deletePriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePriceListsStep/index.html.md) -- [removePriceListPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/removePriceListPricesStep/index.html.md) -- [updatePriceListPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceListPricesStep/index.html.md) -- [validatePriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validatePriceListsStep/index.html.md) -- [updatePriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceListsStep/index.html.md) -- [validateVariantPriceLinksStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateVariantPriceLinksStep/index.html.md) -- [deletePricePreferencesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePricePreferencesStep/index.html.md) -- [createPriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPriceSetsStep/index.html.md) +- [createCustomerGroupsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomerGroupsStep/index.html.md) +- [deleteCustomerGroupStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomerGroupStep/index.html.md) +- [linkCustomerGroupsToCustomerStep](https://docs.medusajs.com/references/medusa-workflows/steps/linkCustomerGroupsToCustomerStep/index.html.md) +- [linkCustomersToCustomerGroupStep](https://docs.medusajs.com/references/medusa-workflows/steps/linkCustomersToCustomerGroupStep/index.html.md) +- [updateCustomerGroupsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomerGroupsStep/index.html.md) - [createPricePreferencesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPricePreferencesStep/index.html.md) +- [createPriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPriceSetsStep/index.html.md) +- [deletePricePreferencesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePricePreferencesStep/index.html.md) - [updatePricePreferencesAsArrayStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePricePreferencesAsArrayStep/index.html.md) -- [updatePriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceSetsStep/index.html.md) - [updatePricePreferencesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePricePreferencesStep/index.html.md) -- [createCollectionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCollectionsStep/index.html.md) -- [createProductOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductOptionsStep/index.html.md) -- [batchLinkProductsToCollectionStep](https://docs.medusajs.com/references/medusa-workflows/steps/batchLinkProductsToCollectionStep/index.html.md) -- [batchLinkProductsToCategoryStep](https://docs.medusajs.com/references/medusa-workflows/steps/batchLinkProductsToCategoryStep/index.html.md) -- [createProductVariantsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductVariantsStep/index.html.md) -- [createProductTypesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductTypesStep/index.html.md) -- [createProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductTagsStep/index.html.md) -- [createProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductsStep/index.html.md) -- [deleteCollectionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCollectionsStep/index.html.md) -- [createVariantPricingLinkStep](https://docs.medusajs.com/references/medusa-workflows/steps/createVariantPricingLinkStep/index.html.md) -- [deleteProductOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductOptionsStep/index.html.md) -- [deleteProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductTagsStep/index.html.md) -- [deleteProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductsStep/index.html.md) -- [deleteProductVariantsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductVariantsStep/index.html.md) -- [deleteProductTypesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductTypesStep/index.html.md) -- [getVariantAvailabilityStep](https://docs.medusajs.com/references/medusa-workflows/steps/getVariantAvailabilityStep/index.html.md) -- [getAllProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getAllProductsStep/index.html.md) -- [getProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getProductsStep/index.html.md) -- [generateProductCsvStep](https://docs.medusajs.com/references/medusa-workflows/steps/generateProductCsvStep/index.html.md) -- [parseProductCsvStep](https://docs.medusajs.com/references/medusa-workflows/steps/parseProductCsvStep/index.html.md) -- [groupProductsForBatchStep](https://docs.medusajs.com/references/medusa-workflows/steps/groupProductsForBatchStep/index.html.md) -- [updateCollectionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCollectionsStep/index.html.md) -- [updateProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductTagsStep/index.html.md) -- [updateProductTypesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductTypesStep/index.html.md) -- [updateProductVariantsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductVariantsStep/index.html.md) -- [updateProductOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductOptionsStep/index.html.md) -- [waitConfirmationProductImportStep](https://docs.medusajs.com/references/medusa-workflows/steps/waitConfirmationProductImportStep/index.html.md) -- [updateProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductsStep/index.html.md) +- [updatePriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceSetsStep/index.html.md) +- [createProductCategoriesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductCategoriesStep/index.html.md) +- [deleteProductCategoriesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductCategoriesStep/index.html.md) - [addCampaignPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/addCampaignPromotionsStep/index.html.md) +- [updateProductCategoriesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductCategoriesStep/index.html.md) - [addRulesToPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/addRulesToPromotionsStep/index.html.md) -- [createPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPromotionsStep/index.html.md) - [createCampaignsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCampaignsStep/index.html.md) - [deletePromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePromotionsStep/index.html.md) - [deleteCampaignsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCampaignsStep/index.html.md) +- [createPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPromotionsStep/index.html.md) - [removeCampaignPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeCampaignPromotionsStep/index.html.md) -- [updateCampaignsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCampaignsStep/index.html.md) - [removeRulesFromPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeRulesFromPromotionsStep/index.html.md) +- [updateCampaignsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCampaignsStep/index.html.md) - [updatePromotionRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePromotionRulesStep/index.html.md) - [updatePromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePromotionsStep/index.html.md) -- [deleteProductCategoriesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductCategoriesStep/index.html.md) -- [createProductCategoriesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductCategoriesStep/index.html.md) -- [updateProductCategoriesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductCategoriesStep/index.html.md) - [createRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createRegionsStep/index.html.md) - [deleteRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteRegionsStep/index.html.md) -- [setRegionsPaymentProvidersStep](https://docs.medusajs.com/references/medusa-workflows/steps/setRegionsPaymentProvidersStep/index.html.md) - [updateRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateRegionsStep/index.html.md) -- [deleteReservationsByLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteReservationsByLineItemsStep/index.html.md) +- [setRegionsPaymentProvidersStep](https://docs.medusajs.com/references/medusa-workflows/steps/setRegionsPaymentProvidersStep/index.html.md) - [createReservationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createReservationsStep/index.html.md) +- [deleteReservationsByLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteReservationsByLineItemsStep/index.html.md) - [deleteReservationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteReservationsStep/index.html.md) - [updateReservationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReservationsStep/index.html.md) -- [associateLocationsWithSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/associateLocationsWithSalesChannelsStep/index.html.md) -- [associateProductsWithSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/associateProductsWithSalesChannelsStep/index.html.md) -- [canDeleteSalesChannelsOrThrowStep](https://docs.medusajs.com/references/medusa-workflows/steps/canDeleteSalesChannelsOrThrowStep/index.html.md) -- [createSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createSalesChannelsStep/index.html.md) -- [createDefaultSalesChannelStep](https://docs.medusajs.com/references/medusa-workflows/steps/createDefaultSalesChannelStep/index.html.md) -- [deleteSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteSalesChannelsStep/index.html.md) -- [detachLocationsFromSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/detachLocationsFromSalesChannelsStep/index.html.md) -- [detachProductsFromSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/detachProductsFromSalesChannelsStep/index.html.md) -- [updateSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateSalesChannelsStep/index.html.md) -- [deleteShippingProfilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteShippingProfilesStep/index.html.md) - [createReturnReasonsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createReturnReasonsStep/index.html.md) - [deleteReturnReasonStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteReturnReasonStep/index.html.md) - [updateReturnReasonsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReturnReasonsStep/index.html.md) +- [associateLocationsWithSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/associateLocationsWithSalesChannelsStep/index.html.md) +- [associateProductsWithSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/associateProductsWithSalesChannelsStep/index.html.md) +- [canDeleteSalesChannelsOrThrowStep](https://docs.medusajs.com/references/medusa-workflows/steps/canDeleteSalesChannelsOrThrowStep/index.html.md) +- [createDefaultSalesChannelStep](https://docs.medusajs.com/references/medusa-workflows/steps/createDefaultSalesChannelStep/index.html.md) +- [detachLocationsFromSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/detachLocationsFromSalesChannelsStep/index.html.md) +- [createSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createSalesChannelsStep/index.html.md) +- [deleteSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteSalesChannelsStep/index.html.md) +- [detachProductsFromSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/detachProductsFromSalesChannelsStep/index.html.md) +- [updateSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateSalesChannelsStep/index.html.md) - [listShippingOptionsForContextStep](https://docs.medusajs.com/references/medusa-workflows/steps/listShippingOptionsForContextStep/index.html.md) -- [createStockLocations](https://docs.medusajs.com/references/medusa-workflows/steps/createStockLocations/index.html.md) -- [updateStockLocationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateStockLocationsStep/index.html.md) -- [deleteStockLocationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteStockLocationsStep/index.html.md) +- [deleteShippingProfilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteShippingProfilesStep/index.html.md) - [deleteStoresStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteStoresStep/index.html.md) - [createStoresStep](https://docs.medusajs.com/references/medusa-workflows/steps/createStoresStep/index.html.md) - [updateStoresStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateStoresStep/index.html.md) -- [createUsersStep](https://docs.medusajs.com/references/medusa-workflows/steps/createUsersStep/index.html.md) -- [deleteUsersStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteUsersStep/index.html.md) -- [updateUsersStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateUsersStep/index.html.md) - [createTaxRateRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createTaxRateRulesStep/index.html.md) - [createTaxRatesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createTaxRatesStep/index.html.md) - [createTaxRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createTaxRegionsStep/index.html.md) - [deleteTaxRateRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteTaxRateRulesStep/index.html.md) -- [getItemTaxLinesStep](https://docs.medusajs.com/references/medusa-workflows/steps/getItemTaxLinesStep/index.html.md) -- [deleteTaxRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteTaxRegionsStep/index.html.md) - [deleteTaxRatesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteTaxRatesStep/index.html.md) +- [deleteTaxRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteTaxRegionsStep/index.html.md) +- [getItemTaxLinesStep](https://docs.medusajs.com/references/medusa-workflows/steps/getItemTaxLinesStep/index.html.md) +- [listTaxRateRuleIdsStep](https://docs.medusajs.com/references/medusa-workflows/steps/listTaxRateRuleIdsStep/index.html.md) - [listTaxRateIdsStep](https://docs.medusajs.com/references/medusa-workflows/steps/listTaxRateIdsStep/index.html.md) - [updateTaxRatesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateTaxRatesStep/index.html.md) -- [listTaxRateRuleIdsStep](https://docs.medusajs.com/references/medusa-workflows/steps/listTaxRateRuleIdsStep/index.html.md) - [updateTaxRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateTaxRegionsStep/index.html.md) +- [deleteUsersStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteUsersStep/index.html.md) +- [createUsersStep](https://docs.medusajs.com/references/medusa-workflows/steps/createUsersStep/index.html.md) +- [updateUsersStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateUsersStep/index.html.md) +- [createStockLocations](https://docs.medusajs.com/references/medusa-workflows/steps/createStockLocations/index.html.md) +- [updateStockLocationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateStockLocationsStep/index.html.md) +- [deleteStockLocationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteStockLocationsStep/index.html.md) +- [batchLinkProductsToCategoryStep](https://docs.medusajs.com/references/medusa-workflows/steps/batchLinkProductsToCategoryStep/index.html.md) +- [batchLinkProductsToCollectionStep](https://docs.medusajs.com/references/medusa-workflows/steps/batchLinkProductsToCollectionStep/index.html.md) +- [createCollectionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCollectionsStep/index.html.md) +- [createProductOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductOptionsStep/index.html.md) +- [createProductTypesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductTypesStep/index.html.md) +- [createProductVariantsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductVariantsStep/index.html.md) +- [createProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductTagsStep/index.html.md) +- [createVariantPricingLinkStep](https://docs.medusajs.com/references/medusa-workflows/steps/createVariantPricingLinkStep/index.html.md) +- [deleteCollectionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCollectionsStep/index.html.md) +- [createProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductsStep/index.html.md) +- [deleteProductOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductOptionsStep/index.html.md) +- [deleteProductTypesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductTypesStep/index.html.md) +- [deleteProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductTagsStep/index.html.md) +- [generateProductCsvStep](https://docs.medusajs.com/references/medusa-workflows/steps/generateProductCsvStep/index.html.md) +- [deleteProductVariantsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductVariantsStep/index.html.md) +- [deleteProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductsStep/index.html.md) +- [getAllProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getAllProductsStep/index.html.md) +- [getProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getProductsStep/index.html.md) +- [groupProductsForBatchStep](https://docs.medusajs.com/references/medusa-workflows/steps/groupProductsForBatchStep/index.html.md) +- [getVariantAvailabilityStep](https://docs.medusajs.com/references/medusa-workflows/steps/getVariantAvailabilityStep/index.html.md) +- [parseProductCsvStep](https://docs.medusajs.com/references/medusa-workflows/steps/parseProductCsvStep/index.html.md) +- [updateCollectionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCollectionsStep/index.html.md) +- [updateProductOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductOptionsStep/index.html.md) +- [updateProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductTagsStep/index.html.md) +- [updateProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductsStep/index.html.md) +- [updateProductVariantsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductVariantsStep/index.html.md) +- [updateProductTypesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductTypesStep/index.html.md) +- [waitConfirmationProductImportStep](https://docs.medusajs.com/references/medusa-workflows/steps/waitConfirmationProductImportStep/index.html.md) # Medusa CLI Reference @@ -30038,6 +30038,96 @@ By default, the Medusa Admin is built to the `.medusa/server/public/admin` direc If you want a separate build to host the admin standalone, such as on Vercel, pass the `--admin-only` option as explained in the [Options](#options) section. This outputs the admin to the `.medusa/admin` directory instead. +# new Command - Medusa CLI Reference + +Create a new Medusa application. Unlike the `create-medusa-app` CLI tool, this command provides more flexibility for experienced Medusa developers in creating and configuring their project. + +```bash +medusa new [ []] +``` + +## Arguments + +|Argument|Description|Required|Default| +|---|---|---|---|---|---|---| +|\`dir\_name\`|The name of the directory to create the Medusa application in.|Yes|-| +|\`starter\_url\`|The URL of the starter repository to create the project from.|No|\`https://github.com/medusajs/medusa-starter-default\`| + +## Options + +|Option|Description| +|---|---|---| +|\`-y\`|Skip all prompts, such as databaes prompts. A database might not be created if default PostgreSQL credentials don't work.| +|\`--skip-db\`|Skip database creation.| +|\`--skip-env\`|Skip populating | +|\`--db-user \\`|The database user to use for database setup.| +|\`--db-database \\`|The name of the database used for database setup.| +|\`--db-pass \\`|The database password to use for database setup.| +|\`--db-port \\`|The database port to use for database setup.| +|\`--db-host \\`|The database host to use for database setup.| + + +# plugin Commands - Medusa CLI Reference + +Commands starting with `plugin:` perform actions related to [plugin](https://docs.medusajs.com/docs/learn/fundamentals/plugins/index.html.md) development. + +These commands are available starting from [Medusa v2.3.0](https://github.com/medusajs/medusa/releases/tag/v2.3.0). + +## plugin:publish + +Publish a plugin into the local packages registry. The command uses [Yalc](https://github.com/wclr/yalc) under the hood to publish the plugin to a local package registry. You can then install the plugin in a local Medusa project using the [plugin:add](#pluginadd) command. + +```bash +npx medusa plugin:publish +``` + +*** + +## plugin:add + +Install the specified plugins from the local package registry into a local Medusa application. Plugins can be added to the local package registry using the [plugin:publish](#pluginpublish) command. + +```bash +npx medusa plugin:add [names...] +``` + +### Arguments + +|Argument|Description|Required| +|---|---|---|---|---| +|\`names\`|The names of one or more plugins to install from the local package registry. A plugin's name is as specified in its |Yes| + +*** + +## plugin:develop + +Start a development server for a plugin. The command will watch for changes in the plugin's source code and automatically re-publish the changes into the local package registry. + +```bash +npx medusa plugin:develop +``` + +*** + +## plugin:db:generate + +Generate migrations for all modules in a plugin. + +```bash +npx medusa plugin:db:generate +``` + +*** + +## plugin:build + +Build a plugin before publishing it to NPM. The command will compile an output in the `.medusa/server` directory. + +```bash +npx medusa plugin:build +``` + + # develop Command - Medusa CLI Reference Start Medusa application in development. This command watches files for any changes, then rebuilds the files and restarts the Medusa application. @@ -30054,6 +30144,23 @@ npx medusa develop |\`-p \\`|Set port of the Medusa server.|\`9000\`| +# start Command - Medusa CLI Reference + +Start the Medusa application in production. + +```bash +npx medusa start +``` + +## Options + +|Option|Description|Default| +|---|---|---|---|---| +|\`-H \\`|Set host of the Medusa server.|\`localhost\`| +|\`-p \\`|Set port of the Medusa server.|\`9000\`| +|\`--cluster \\`|Start Medusa's Node.js server in |Cluster mode is disabled by default. If the option is passed but no number is passed, Medusa will try to consume all available CPU cores.| + + # db Commands - Medusa CLI Reference Commands starting with `db:` perform actions on the database. @@ -30174,127 +30281,23 @@ npx medusa db:sync-links |\`--execute-all\`|Skip prompts when syncing links and execute all (including unsafe) actions.|No|Prompts are shown for unsafe actions, by default.| -# exec Command - Medusa CLI Reference +# user Command - Medusa CLI Reference -Run a custom CLI script. Learn more about it in [this guide](https://docs.medusajs.com/docs/learn/fundamentals/custom-cli-scripts/index.html.md). +Create a new admin user. ```bash -npx medusa exec [file] [args...] +npx medusa user --email [--password ] ``` -## Arguments +## Options -|Argument|Description|Required| -|---|---|---|---|---| -|\`file\`|The path to the TypeScript or JavaScript file holding the function to execute.|Yes| -|\`args\`|A list of arguments to pass to the function. These arguments are passed in the |No| - - -# new Command - Medusa CLI Reference - -Create a new Medusa application. Unlike the `create-medusa-app` CLI tool, this command provides more flexibility for experienced Medusa developers in creating and configuring their project. - -```bash -medusa new [ []] -``` - -## Arguments - -|Argument|Description|Required|Default| +|Option|Description|Required|Default| |---|---|---|---|---|---|---| -|\`dir\_name\`|The name of the directory to create the Medusa application in.|Yes|-| -|\`starter\_url\`|The URL of the starter repository to create the project from.|No|\`https://github.com/medusajs/medusa-starter-default\`| - -## Options - -|Option|Description| -|---|---|---| -|\`-y\`|Skip all prompts, such as databaes prompts. A database might not be created if default PostgreSQL credentials don't work.| -|\`--skip-db\`|Skip database creation.| -|\`--skip-env\`|Skip populating | -|\`--db-user \\`|The database user to use for database setup.| -|\`--db-database \\`|The name of the database used for database setup.| -|\`--db-pass \\`|The database password to use for database setup.| -|\`--db-port \\`|The database port to use for database setup.| -|\`--db-host \\`|The database host to use for database setup.| - - -# plugin Commands - Medusa CLI Reference - -Commands starting with `plugin:` perform actions related to [plugin](https://docs.medusajs.com/docs/learn/fundamentals/plugins/index.html.md) development. - -These commands are available starting from [Medusa v2.3.0](https://github.com/medusajs/medusa/releases/tag/v2.3.0). - -## plugin:publish - -Publish a plugin into the local packages registry. The command uses [Yalc](https://github.com/wclr/yalc) under the hood to publish the plugin to a local package registry. You can then install the plugin in a local Medusa project using the [plugin:add](#pluginadd) command. - -```bash -npx medusa plugin:publish -``` - -*** - -## plugin:add - -Install the specified plugins from the local package registry into a local Medusa application. Plugins can be added to the local package registry using the [plugin:publish](#pluginpublish) command. - -```bash -npx medusa plugin:add [names...] -``` - -### Arguments - -|Argument|Description|Required| -|---|---|---|---|---| -|\`names\`|The names of one or more plugins to install from the local package registry. A plugin's name is as specified in its |Yes| - -*** - -## plugin:develop - -Start a development server for a plugin. The command will watch for changes in the plugin's source code and automatically re-publish the changes into the local package registry. - -```bash -npx medusa plugin:develop -``` - -*** - -## plugin:db:generate - -Generate migrations for all modules in a plugin. - -```bash -npx medusa plugin:db:generate -``` - -*** - -## plugin:build - -Build a plugin before publishing it to NPM. The command will compile an output in the `.medusa/server` directory. - -```bash -npx medusa plugin:build -``` - - -# start Command - Medusa CLI Reference - -Start the Medusa application in production. - -```bash -npx medusa start -``` - -## Options - -|Option|Description|Default| -|---|---|---|---|---| -|\`-H \\`|Set host of the Medusa server.|\`localhost\`| -|\`-p \\`|Set port of the Medusa server.|\`9000\`| -|\`--cluster \\`|Start Medusa's Node.js server in |Cluster mode is disabled by default. If the option is passed but no number is passed, Medusa will try to consume all available CPU cores.| +|\`-e \\`|The user's email.|Yes|-| +|\`-p \\`|The user's password.|No|-| +|\`-i \\`|The user's ID.|No|An automatically generated ID.| +|\`--invite\`|Whether to create an invite instead of a user. When using this option, you don't need to specify a password. +If ran successfully, you'll receive the invite token in the output.|No|\`false\`| # telemetry Command - Medusa CLI Reference @@ -30313,23 +30316,20 @@ npx medusa telemetry |\`--disable\`|Disable telemetry.| -# user Command - Medusa CLI Reference +# exec Command - Medusa CLI Reference -Create a new admin user. +Run a custom CLI script. Learn more about it in [this guide](https://docs.medusajs.com/docs/learn/fundamentals/custom-cli-scripts/index.html.md). ```bash -npx medusa user --email [--password ] +npx medusa exec [file] [args...] ``` -## Options +## Arguments -|Option|Description|Required|Default| -|---|---|---|---|---|---|---| -|\`-e \\`|The user's email.|Yes|-| -|\`-p \\`|The user's password.|No|-| -|\`-i \\`|The user's ID.|No|An automatically generated ID.| -|\`--invite\`|Whether to create an invite instead of a user. When using this option, you don't need to specify a password. -If ran successfully, you'll receive the invite token in the output.|No|\`false\`| +|Argument|Description|Required| +|---|---|---|---|---| +|\`file\`|The path to the TypeScript or JavaScript file holding the function to execute.|Yes| +|\`args\`|A list of arguments to pass to the function. These arguments are passed in the |No| # Medusa CLI Reference @@ -30355,129 +30355,6 @@ npx medusa --help *** -# build Command - Medusa CLI Reference - -Create a standalone build of the Medusa application. - -This creates a build that: - -- Doesn't rely on the source TypeScript files. -- Can be copied to a production server reliably. - -The build is outputted to a new `.medusa/server` directory. - -```bash -npx medusa build -``` - -Refer to [this section](#run-built-medusa-application) for next steps. - -## Options - -|Option|Description| -|---|---|---| -|\`--admin-only\`|Whether to only build the admin to host it separately. If this option is not passed, the admin is built to the | - -*** - -## Run Built Medusa Application - -After running the `build` command, use the following step to run the built Medusa application: - -- Change to the `.medusa/server` directory and install the dependencies: - -```bash npm2yarn -cd .medusa/server && npm install -``` - -- When running the application locally, make sure to copy the `.env` file from the root project's directory. In production, use system environment variables instead. - -```bash npm2yarn -cp .env .medusa/server/.env.production -``` - -- In the system environment variables, set `NODE_ENV` to `production`: - -```bash -NODE_ENV=production -``` - -- Use the `start` command to run the application: - -```bash npm2yarn -cd .medusa/server && npm run start -``` - -*** - -## Build Medusa Admin - -By default, the Medusa Admin is built to the `.medusa/server/public/admin` directory. - -If you want a separate build to host the admin standalone, such as on Vercel, pass the `--admin-only` option as explained in the [Options](#options) section. This outputs the admin to the `.medusa/admin` directory instead. - - -# exec Command - Medusa CLI Reference - -Run a custom CLI script. Learn more about it in [this guide](https://docs.medusajs.com/docs/learn/fundamentals/custom-cli-scripts/index.html.md). - -```bash -npx medusa exec [file] [args...] -``` - -## Arguments - -|Argument|Description|Required| -|---|---|---|---|---| -|\`file\`|The path to the TypeScript or JavaScript file holding the function to execute.|Yes| -|\`args\`|A list of arguments to pass to the function. These arguments are passed in the |No| - - -# develop Command - Medusa CLI Reference - -Start Medusa application in development. This command watches files for any changes, then rebuilds the files and restarts the Medusa application. - -```bash -npx medusa develop -``` - -## Options - -|Option|Description|Default| -|---|---|---|---|---| -|\`-H \\`|Set host of the Medusa server.|\`localhost\`| -|\`-p \\`|Set port of the Medusa server.|\`9000\`| - - -# new Command - Medusa CLI Reference - -Create a new Medusa application. Unlike the `create-medusa-app` CLI tool, this command provides more flexibility for experienced Medusa developers in creating and configuring their project. - -```bash -medusa new [ []] -``` - -## Arguments - -|Argument|Description|Required|Default| -|---|---|---|---|---|---|---| -|\`dir\_name\`|The name of the directory to create the Medusa application in.|Yes|-| -|\`starter\_url\`|The URL of the starter repository to create the project from.|No|\`https://github.com/medusajs/medusa-starter-default\`| - -## Options - -|Option|Description| -|---|---|---| -|\`-y\`|Skip all prompts, such as databaes prompts. A database might not be created if default PostgreSQL credentials don't work.| -|\`--skip-db\`|Skip database creation.| -|\`--skip-env\`|Skip populating | -|\`--db-user \\`|The database user to use for database setup.| -|\`--db-database \\`|The name of the database used for database setup.| -|\`--db-pass \\`|The database password to use for database setup.| -|\`--db-port \\`|The database port to use for database setup.| -|\`--db-host \\`|The database host to use for database setup.| - - # db Commands - Medusa CLI Reference Commands starting with `db:` perform actions on the database. @@ -30598,12 +30475,12 @@ npx medusa db:sync-links |\`--execute-all\`|Skip prompts when syncing links and execute all (including unsafe) actions.|No|Prompts are shown for unsafe actions, by default.| -# start Command - Medusa CLI Reference +# develop Command - Medusa CLI Reference -Start the Medusa application in production. +Start Medusa application in development. This command watches files for any changes, then rebuilds the files and restarts the Medusa application. ```bash -npx medusa start +npx medusa develop ``` ## Options @@ -30612,7 +30489,113 @@ npx medusa start |---|---|---|---|---| |\`-H \\`|Set host of the Medusa server.|\`localhost\`| |\`-p \\`|Set port of the Medusa server.|\`9000\`| -|\`--cluster \\`|Start Medusa's Node.js server in |Cluster mode is disabled by default. If the option is passed but no number is passed, Medusa will try to consume all available CPU cores.| + + +# build Command - Medusa CLI Reference + +Create a standalone build of the Medusa application. + +This creates a build that: + +- Doesn't rely on the source TypeScript files. +- Can be copied to a production server reliably. + +The build is outputted to a new `.medusa/server` directory. + +```bash +npx medusa build +``` + +Refer to [this section](#run-built-medusa-application) for next steps. + +## Options + +|Option|Description| +|---|---|---| +|\`--admin-only\`|Whether to only build the admin to host it separately. If this option is not passed, the admin is built to the | + +*** + +## Run Built Medusa Application + +After running the `build` command, use the following step to run the built Medusa application: + +- Change to the `.medusa/server` directory and install the dependencies: + +```bash npm2yarn +cd .medusa/server && npm install +``` + +- When running the application locally, make sure to copy the `.env` file from the root project's directory. In production, use system environment variables instead. + +```bash npm2yarn +cp .env .medusa/server/.env.production +``` + +- In the system environment variables, set `NODE_ENV` to `production`: + +```bash +NODE_ENV=production +``` + +- Use the `start` command to run the application: + +```bash npm2yarn +cd .medusa/server && npm run start +``` + +*** + +## Build Medusa Admin + +By default, the Medusa Admin is built to the `.medusa/server/public/admin` directory. + +If you want a separate build to host the admin standalone, such as on Vercel, pass the `--admin-only` option as explained in the [Options](#options) section. This outputs the admin to the `.medusa/admin` directory instead. + + +# new Command - Medusa CLI Reference + +Create a new Medusa application. Unlike the `create-medusa-app` CLI tool, this command provides more flexibility for experienced Medusa developers in creating and configuring their project. + +```bash +medusa new [ []] +``` + +## Arguments + +|Argument|Description|Required|Default| +|---|---|---|---|---|---|---| +|\`dir\_name\`|The name of the directory to create the Medusa application in.|Yes|-| +|\`starter\_url\`|The URL of the starter repository to create the project from.|No|\`https://github.com/medusajs/medusa-starter-default\`| + +## Options + +|Option|Description| +|---|---|---| +|\`-y\`|Skip all prompts, such as databaes prompts. A database might not be created if default PostgreSQL credentials don't work.| +|\`--skip-db\`|Skip database creation.| +|\`--skip-env\`|Skip populating | +|\`--db-user \\`|The database user to use for database setup.| +|\`--db-database \\`|The name of the database used for database setup.| +|\`--db-pass \\`|The database password to use for database setup.| +|\`--db-port \\`|The database port to use for database setup.| +|\`--db-host \\`|The database host to use for database setup.| + + +# exec Command - Medusa CLI Reference + +Run a custom CLI script. Learn more about it in [this guide](https://docs.medusajs.com/docs/learn/fundamentals/custom-cli-scripts/index.html.md). + +```bash +npx medusa exec [file] [args...] +``` + +## Arguments + +|Argument|Description|Required| +|---|---|---|---|---| +|\`file\`|The path to the TypeScript or JavaScript file holding the function to execute.|Yes| +|\`args\`|A list of arguments to pass to the function. These arguments are passed in the |No| # plugin Commands - Medusa CLI Reference @@ -30676,20 +30659,21 @@ npx medusa plugin:build ``` -# telemetry Command - Medusa CLI Reference +# start Command - Medusa CLI Reference -Enable or disable the collection of anonymous data usage. If no option is provided, the command enables the collection of anonymous data usage. +Start the Medusa application in production. ```bash -npx medusa telemetry +npx medusa start ``` -#### Options +## Options -|Option|Description| -|---|---|---| -|\`--enable\`|Enable telemetry (default).| -|\`--disable\`|Disable telemetry.| +|Option|Description|Default| +|---|---|---|---|---| +|\`-H \\`|Set host of the Medusa server.|\`localhost\`| +|\`-p \\`|Set port of the Medusa server.|\`9000\`| +|\`--cluster \\`|Start Medusa's Node.js server in |Cluster mode is disabled by default. If the option is passed but no number is passed, Medusa will try to consume all available CPU cores.| # user Command - Medusa CLI Reference @@ -30711,6 +30695,22 @@ npx medusa user --email [--password ] If ran successfully, you'll receive the invite token in the output.|No|\`false\`| +# telemetry Command - Medusa CLI Reference + +Enable or disable the collection of anonymous data usage. If no option is provided, the command enables the collection of anonymous data usage. + +```bash +npx medusa telemetry +``` + +#### Options + +|Option|Description| +|---|---|---| +|\`--enable\`|Enable telemetry (default).| +|\`--disable\`|Disable telemetry.| + + # Medusa JS SDK In this documentation, you'll learn how to install and use Medusa's JS SDK. @@ -35165,7 +35165,7 @@ const user = await userModuleService.createUsers({ In this guide, you'll learn how to add line items with custom prices to a cart in Medusa. -When you install a Medusa application, you get a fully-fledged commerce platform with a framework for customization. The Medusa application's commerce features are built around [commerce modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md) which are available out-of-the-box. These features include managing carts and adding line items to them. +When you install a Medusa application, you get a fully-fledged commerce platform with a Framework for customization. The Medusa application's commerce features are built around [commerce modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md) which are available out-of-the-box. These features include managing carts and adding line items to them. By default, you can add product variants to the cart, where the price of its associated line item is based on the product variant's price. However, you can build customizations to add line items with custom prices to the cart. This is useful when integrating an Enterprise Resource Planning (ERP), Product Information Management (PIM), or other third-party services that provide real-time prices for your products. @@ -35264,7 +35264,7 @@ A module can accept options that are passed to its service. You define an `Optio The service's constructor receives the module's options as a second parameter. You store the options in the service's `options_` property. -A module has a container of Medusa framework tools and local resources in the module that you can access in the service constructor's first parameter. Learn more in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/container/index.html.md). +A module has a container of Medusa Framework tools and local resources in the module that you can access in the service constructor's first parameter. Learn more in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/container/index.html.md). #### Add Method to Retrieve Metal Prices @@ -35486,7 +35486,7 @@ You create a step with `createStep` from the Workflows SDK. It accepts two param 1. The step's unique name, which is `get-variant-metal-prices`. 2. An async function that receives two parameters: - An input object with the variant, currency code, and quantity. The variant has a `calculated_price` property that holds the variant's fixed price in the Medusa application. This is useful when you want to add a fixed price to the real-time custom price, such as handling fees. - - The [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of framework and commerce tools that you can access in the step. + - The [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of Framework and commerce tools that you can access in the step. In the step function, so far you only resolve the Metal Prices Module's service from the Medusa container. @@ -35954,7 +35954,7 @@ To learn more about the commerce features that Medusa provides, check out Medusa In this guide, you'll learn how to implement quote management in Medusa. -When you install a Medusa application, you get a fully-fledged commerce platform with a framework for customization. The Medusa application's commerce features are built around [commerce modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md) which are available out-of-the-box. +When you install a Medusa application, you get a fully-fledged commerce platform with a Framework for customization. The Medusa application's commerce features are built around [commerce modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md) which are available out-of-the-box. By default, the Medusa application provides standard commerce features for orders and carts. However, Medusa's customization capabilities facilitate extending existing features to implement quote-management features. @@ -36373,7 +36373,7 @@ You create a step with `createStep` from the Workflows SDK. It accepts two param 1. The step's unique name, which is `create-quotes`. 2. An async function that receives two parameters: - The step's input, which is in this case an array of quotes to create. - - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of framework and commerce tools that you can access in the step. + - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of Framework and commerce tools that you can access in the step. In the step function, you resolve the Quote Module's service from the Medusa container using the `resolve` method of the container, passing it the module's name as a parameter. @@ -39850,2435 +39850,13 @@ For a quick access to code snippets of the different concepts you learned about, Deployment guides are a collection of guides that help you deploy your Medusa server and admin to different platforms. Learn more in the [Deployment Overview](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/deployment/index.html.md) documentation. -# Send Abandoned Cart Notifications in Medusa - -In this tutorial, you will learn how to send notifications to customers who have abandoned their carts. - -When you install a Medusa application, you get a fully-fledged commerce platform with a framework for customization. The Medusa application's commerce features are built around [commerce modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md), which are available out-of-the-box. These features include cart-management capabilities. - -Medusa's [Notification Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/architectural-modules/notification/index.html.md) allows you to send notifications to users or customers, such as password reset emails, order confirmation SMS, or other types of notifications. - -In this tutorial, you will use the Notification Module to send an email to customers who have abandoned their carts. The email will contain a link to recover the customer's cart, encouraging them to complete their purchase. You will use SendGrid to send the emails, but you can also use other email providers. - -## Summary - -By following this tutorial, you will: - -- Install and set up Medusa. -- Create the logic to send an email to customers who have abandoned their carts. -- Run the above logic once a day. -- Add a route to the storefront to recover the cart. - -![Diagram illustrating the flow of the abandoned-cart functionalities](https://res.cloudinary.com/dza7lstvk/image/upload/v1742460588/Medusa%20Resources/abandoned-cart-summary_fcf2tn.jpg) - -[View on Github](https://github.com/medusajs/examples/tree/main/abandoned-cart): Find the full code for this tutorial. - -*** - -## Step 1: Install a Medusa Application - -### Prerequisites - -- [Node.js v20+](https://nodejs.org/en/download) -- [Git CLI tool](https://git-scm.com/downloads) -- [PostgreSQL](https://www.postgresql.org/download/) - -Start by installing the Medusa application on your machine with the following command: - -```bash -npx create-medusa-app@latest -``` - -You will first be asked for the project's name. Then, when asked whether you want to install the [Next.js starter storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md), choose "Yes." - -Afterwards, the installation process will start, which will install the Medusa application in a directory with your project's name and the Next.js Starter Storefront in a separate directory with the `{project-name}-storefront` name. - -The Medusa application is composed of a headless Node.js server and an admin dashboard. The storefront is installed or custom-built separately and connects to the Medusa application through its REST endpoints, called [API routes](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). Learn more in [Medusa's Architecture documentation](https://docs.medusajs.com/docs/learn/introduction/architecture/index.html.md). - -Once the installation finishes successfully, the Medusa Admin dashboard will open with a form to create a new user. Enter the user's credentials and submit the form. Afterwards, you can log in with the new user and explore the dashboard. - -Check out the [troubleshooting guides](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/troubleshooting/create-medusa-app-errors/index.html.md) for help. - -*** - -## Step 2: Set up SendGrid - -### Prerequisites - -- [SendGrid account](https://sendgrid.com) -- [Verified Sender Identity](https://mc.sendgrid.com/senders) -- [SendGrid API Key](https://app.sendgrid.com/settings/api_keys) - -Medusa's Notification Module provides the general functionality to send notifications, but the sending logic is implemented in a module provider. This allows you to integrate the email provider of your choice. - -To send the cart-abandonment emails, you will use SendGrid. Medusa provides a [SendGrid Notification Module Provider](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/architectural-modules/notification/sendgrid/index.html.md) that you can use to send emails. - -Alternatively, you can use [other Notification Module Providers](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/architectural-modules/notification#what-is-a-notification-module-provider/index.html.md) or [create a custom provider](https://docs.medusajs.com/references/notification-provider-module/index.html.md). - -To set up SendGrid, add the SendGrid Notification Module Provider to `medusa-config.ts`: - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "@medusajs/medusa/notification", - options: { - providers: [ - { - resolve: "@medusajs/medusa/notification-sendgrid", - id: "sendgrid", - options: { - channels: ["email"], - api_key: process.env.SENDGRID_API_KEY, - from: process.env.SENDGRID_FROM, - }, - }, - ], - }, - }, - ], -}) -``` - -In the `modules` configuration, you pass the Notification Provider and add SendGrid as a provider. You also pass to the SendGrid Module Provider the following options: - -- `channels`: The channels that the provider supports. In this case, it is only email. -- `api_key`: Your SendGrid API key. -- `from`: The email address that the emails will be sent from. - -Then, set the SendGrid API key and "from" email as environment variables, such as in the `.env` file at the root of your project: - -```plain -SENDGRID_API_KEY=your-sendgrid-api-key -SENDGRID_FROM=test@gmail.com -``` - -You can now use SendGrid to send emails in Medusa. - -*** - -## Step 3: Send Abandoned Cart Notification Flow - -You will now implement the sending logic for the abandoned cart notifications. - -To build custom commerce features in Medusa, you create a [workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). A workflow is a series of queries and actions, called steps, that complete a task. You construct a workflow like you construct a function, but it is a special function that allows you to track its executions' progress, define roll-back logic, and configure other advanced features. Then, you execute the workflow from other customizations, such as in a scheduled job. - -In this step, you will create the workflow that sends the abandoned cart notifications. Later, you will learn how to execute it once a day. - -The workflow will receive the list of abandoned carts as an input. The workflow has the following steps: - -- [sendAbandonedNotificationsStep](#sendAbandonedNotificationsStep): Send the abandoned cart notifications. -- [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md): Update the cart to store the last notification date. - -Medusa provides the second step in its `@medusajs/medusa/core-flows` package. So, you only need to implement the first one. - -### sendAbandonedNotificationsStep - -The first step of the workflow sends a notification to the owners of the abandoned carts that are passed as an input. - -To implement the step, create the file `src/workflows/steps/send-abandoned-notifications.ts` with the following content: - -```ts title="src/workflows/steps/send-abandoned-notifications.ts" -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { Modules } from "@medusajs/framework/utils" -import { CartDTO, CustomerDTO } from "@medusajs/framework/types" - -type SendAbandonedNotificationsStepInput = { - carts: (CartDTO & { - customer: CustomerDTO - })[] -} - -export const sendAbandonedNotificationsStep = createStep( - "send-abandoned-notifications", - async (input: SendAbandonedNotificationsStepInput, { container }) => { - const notificationModuleService = container.resolve( - Modules.NOTIFICATION - ) - - const notificationData = input.carts.map((cart) => ({ - to: cart.email!, - channel: "email", - template: process.env.ABANDONED_CART_TEMPLATE_ID || "", - data: { - customer: { - first_name: cart.customer?.first_name || cart.shipping_address?.first_name, - last_name: cart.customer?.last_name || cart.shipping_address?.last_name, - }, - cart_id: cart.id, - items: cart.items?.map((item) => ({ - product_title: item.title, - quantity: item.quantity, - unit_price: item.unit_price, - thumbnail: item.thumbnail, - })), - }, - })) - - const notifications = await notificationModuleService.createNotifications( - notificationData - ) - - return new StepResponse({ - notifications, - }) - } -) -``` - -You create a step with `createStep` from the Workflows SDK. It accepts two parameters: - -1. The step's unique name, which is `create-review`. -2. An async function that receives two parameters: - - The step's input, which is in this case an object with the review's properties. - - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of framework and commerce tools that you can access in the step. - -In the step function, you first resolve the Notification Module's service, which has methods to manage notifications. Then, you prepare the data of each notification, and create the notifications with the `createNotifications` method. - -Notice that each notification is an object with the following properties: - -- `to`: The email address of the customer. -- `channel`: The channel that the notification will be sent through. The Notification Module uses the provider registered for the channel. -- `template`: The ID or name of the email template in the third-party provider. Make sure to set it as an environment variable once you have it. -- `data`: The data to pass to the template to render the email's dynamic content. - -Based on the dynamic template you create in SendGrid or another provider, you can pass different data in the `data` object. - -A step function must return a `StepResponse` instance. The `StepResponse` constructor accepts the step's output as a parameter, which is the created notifications. - -### Create Workflow - -You can now create the workflow that uses the step you just created to send the abandoned cart notifications. - -Create the file `src/workflows/send-abandoned-carts.ts` with the following content: - -```ts title="src/workflows/send-abandoned-carts.ts" -import { - createWorkflow, - WorkflowResponse, - transform, -} from "@medusajs/framework/workflows-sdk" -import { - sendAbandonedNotificationsStep, -} from "./steps/send-abandoned-notifications" -import { updateCartsStep } from "@medusajs/medusa/core-flows" -import { CartDTO } from "@medusajs/framework/types" -import { CustomerDTO } from "@medusajs/framework/types" - -export type SendAbandonedCartsWorkflowInput = { - carts: (CartDTO & { - customer: CustomerDTO - })[] -} - -export const sendAbandonedCartsWorkflow = createWorkflow( - "send-abandoned-carts", - function (input: SendAbandonedCartsWorkflowInput) { - sendAbandonedNotificationsStep(input) - - const updateCartsData = transform( - input, - (data) => { - return data.carts.map((cart) => ({ - id: cart.id, - metadata: { - ...cart.metadata, - abandoned_notification: new Date().toISOString(), - }, - })) - } - ) - - const updatedCarts = updateCartsStep(updateCartsData) - - return new WorkflowResponse(updatedCarts) - } -) -``` - -You create a workflow using `createWorkflow` from the Workflows SDK. It accepts the workflow's unique name as a first parameter. - -It accepts as a second parameter a constructor function, which is the workflow's implementation. The function can accept input, which in this case is an arra of carts. - -In the workflow's constructor function, you: - -- Use the `sendAbandonedNotificationsStep` to send the notifications to the carts' customers. -- Use the `updateCartsStep` from Medusa's core flows to update the carts' metadata with the last notification date. - -Notice that you use the `transform` function to prepare the `updateCartsStep`'s input. Medusa does not support direct data manipulation in a workflow's constructor function. You can learn more about it in the [Data Manipulation in Workflows documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/variable-manipulation/index.html.md). - -Your workflow is now ready for use. You will learn how to execute it in the next section. - -### Setup Email Template - -Before you can test the workflow, you need to set up an email template in SendGrid. The template should contain the dynamic content that you pass in the workflow's step. - -To create an email template in SendGrid: - -- Go to [Dynamic Templates](https://mc.sendgrid.com/dynamic-templates) in the SendGrid dashboard. -- Click on the "Create Dynamic Template" button. - -![Button is at the top right of the page](https://res.cloudinary.com/dza7lstvk/image/upload/v1742457153/Medusa%20Resources/Screenshot_2025-03-20_at_9.51.38_AM_g5nk80.png) - -- In the side window that opens, enter a name for the template, then click on the Create button. -- The template will be added to the middle of the page. When you click on it, a new section will show with an "Add Version" button. Click on it. - -![The template is a collapsible in the middle of the page,with the "Add Version" button shown in the middle](https://res.cloudinary.com/dza7lstvk/image/upload/v1742458096/Medusa%20Resources/Screenshot_2025-03-20_at_10.07.54_AM_y2dys7.png) - -In the form that opens, you can either choose to start with a blank template or from an existing design. You can then use the drag-and-drop or code editor to design the email template. - -You can also use the following template as an example: - -```html title="Abandoned Cart Email Template" - - - - - - Complete Your Purchase - - - -
-
Hi {{customer.first_name}}, your cart is waiting! 🛍️
-

You left some great items in your cart. Complete your purchase before they're gone!

- - {{#each items}} -
- {{product_title}} -
- {{product_title}} -

{{subtitle}}

-

Quantity: {{quantity}}

-

Price: $ {{unit_price}}

-
-
- {{/each}} - - Return to Cart & Checkout - -
- - -``` - -This template will show each item's image, title, quantity, and price in the cart. It will also show a button to return to the cart and checkout. - -You can replace `https://yourstore.com` with your storefront's URL. You'll later implement the `/cart/recover/:cart_id` route in the storefront to recover the cart. - -Once you are done, copy the template ID from SendGrid and set it as an environment variable in your Medusa project: - -```plain -ABANDONED_CART_TEMPLATE_ID=your-sendgrid-template-id -``` - -*** - -## Step 4: Schedule Cart Abandonment Notifications - -The next step is to automate sending the abandoned cart notifications. You need a task that runs once a day to find the carts that have been abandoned for a certain period and send the notifications to the customers. - -To run a task at a scheduled interval, you can use a [scheduled job](https://docs.medusajs.com/docs/learn/fundamentals/scheduled-jobs/index.html.md). A scheduled job is an asynchronous function that the Medusa application runs at the interval you specify during the Medusa application's runtime. - -You can create a scheduled job in a TypeScript or JavaScript file under the `src/jobs` directory. So, to create the scheduled job that sends the abandoned cart notifications, create the file `src/jobs/send-abandoned-cart-notification.ts` with the following content: - -```ts title="src/jobs/send-abandoned-cart-notification.ts" -import { MedusaContainer } from "@medusajs/framework/types" -import { - sendAbandonedCartsWorkflow, - SendAbandonedCartsWorkflowInput, -} from "../workflows/send-abandoned-carts" - -export default async function abandonedCartJob( - container: MedusaContainer -) { - const logger = container.resolve("logger") - const query = container.resolve("query") - - const oneDayAgo = new Date() - oneDayAgo.setDate(oneDayAgo.getDate() - 1) - const limit = 100 - const offset = 0 - const totalCount = 0 - const abandonedCartsCount = 0 - - do { - // TODO retrieve paginated abandoned carts - } while (offset < totalCount) - - logger.info(`Sent ${abandonedCartsCount} abandoned cart notifications`) -} - -export const config = { - name: "abandoned-cart-notification", - schedule: "0 0 * * *", // Run at midnight every day -} -``` - -In a scheduled job's file, you must export: - -1. An asynchronous function that holds the job's logic. The function receives the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md) as a parameter. -2. A `config` object that specifies the job's name and schedule. The schedule is a [cron expression](https://crontab.guru/) that defines the interval at which the job runs. - -In the scheduled job function, so far you resolve the [Logger](https://docs.medusajs.com/docs/learn/debugging-and-testing/logging/index.html.md) to log messages, and [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md) to retrieve data across modules. - -You also define a `oneDayAgo` date, which is the date that you will use as the condition of an abandoned cart. In addition, you define variables to paginate the carts. - -Next, you will retrieve the abandoned carts using Query. Replace the `TODO` with the following: - -```ts title="src/jobs/send-abandoned-cart-notification.ts" -const { - data: abandonedCarts, - metadata, -} = await query.graph({ - entity: "cart", - fields: [ - "id", - "email", - "items.*", - "metadata", - "customer.*", - ], - filters: { - updated_at: { - $lt: oneDayAgo, - }, - // @ts-ignore - email: { - $ne: null, - }, - // @ts-ignore - completed_at: null, - }, - pagination: { - skip: offset, - take: limit, - }, -}) - -totalCount = metadata?.count ?? 0 -const cartsWithItems = abandonedCarts.filter((cart) => - cart.items?.length > 0 && !cart.metadata?.abandoned_notification -) - -try { - await sendAbandonedCartsWorkflow(container).run({ - input: { - carts: cartsWithItems, - } as unknown as SendAbandonedCartsWorkflowInput, - }) - abandonedCartsCount += cartsWithItems.length - -} catch (error) { - logger.error( - `Failed to send abandoned cart notification: ${error.message}` - ) -} - -offset += limit -``` - -In the do-while loop, you use Query to retrieve carts matching the following criteria: - -- The cart was last updated more than a day ago. -- The cart has an email address. -- The cart has not been completed. - -You also filter the retrieved carts to only include carts with items and customers that have not received an abandoned cart notification. - -Finally, you execute the `sendAbandonedCartsWorkflow` passing it the abandoned carts as an input. You will execute the workflow for each paginated batch of carts. - -### Test it Out - -To test out the scheduled job and workflow, it is recommended to change the `oneDayAgo` date to a minute before now for easy testing: - -```ts title="src/jobs/send-abandoned-cart-notification.ts" -oneDayAgo.setMinutes(oneDayAgo.getMinutes() - 1) // For testing -``` - -And to change the job's schedule in `config` to run every minute: - -```ts title="src/jobs/send-abandoned-cart-notification.ts" -export const config = { - // ... - schedule: "* * * * *", // Run every minute for testing -} -``` - -Finally, start the Medusa application with the following command: - -```bash npm2yarn -npm run dev -``` - -And in the [Next.js Starter Storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md)'s directory (that you installed in the first step), start the storefront with the following command: - -```bash npm2yarn -npm run dev -``` - -Open the storefront at `localhost:8000`. You can either: - -- Create an account and add items to the cart, then leave the cart for a minute. -- Add an item to the cart as a guest. Then, start the checkout process, but only enter the shipping and email addresses, and leave the cart for a minute. - -Afterwards, wait for the job to execute. Once it is executed, you will see the following message in the terminal: - -```bash -info: Sent 1 abandoned cart notifications -``` - -Once you're done testing, make sure to revert the changes to the `oneDayAgo` date and the job's schedule. - -*** - -## Step 5: Recover Cart in Storefront - -In the storefront, you need to add a route that recovers the cart when the customer clicks on the link in the email. The route should receive the cart ID, set the cart ID in the cookie, and redirect the customer to the cart page. - -To implement the route, in the Next.js Starter Storefront create the file `src/app/[countryCode]/(main)/cart/recover/[id]/route.tsx` with the following content: - -```tsx title="src/app/[countryCode]/(main)/cart/recover/[id]/route.tsx" badgeLabel="Storefront" badgeColor="blue" -import { NextRequest } from "next/server" -import { retrieveCart } from "../../../../../../lib/data/cart" -import { setCartId } from "../../../../../../lib/data/cookies" -import { notFound, redirect } from "next/navigation" -type Params = Promise<{ - id: string -}> - -export async function GET(req: NextRequest, { params }: { params: Params }) { - const { id } = await params - const cart = await retrieveCart(id) - - if (!cart) { - return notFound() - } - - setCartId(id) - - const countryCode = cart.shipping_address?.country_code || - cart.region?.countries?.[0]?.iso_2 - - redirect( - `/${countryCode ? `${countryCode}/` : ""}cart` - ) -} -``` - -You add a `GET` route handler that receives the cart ID as a path parameter. In the route handler, you: - -- Try to retrieve the cart from the Medusa application. The `retrieveCart` function is already available in the Next.js storefront. If the cart is not found, you return a 404 response. -- Set the cart ID in a cookie using the `setCartId` function. This is also a function that is already available in the storefront. -- Redirect the customer to the cart page. You set the country code in the URL based on the cart's shipping address or region. - -### Test it Out - -To test it out, start the Medusa application: - -```bash npm2yarn -npm run dev -``` - -And in the Next.js Starter Storefront's directory, start the storefront: - -```bash npm2yarn -npm run dev -``` - -Then, either open the link in an abandoned cart email or navigate to `localhost:8000/cart/recover/:cart_id` in your browser. You will be redirected to the cart page with the recovered cart. - -![Cart page in the storefront](https://res.cloudinary.com/dza7lstvk/image/upload/v1742459552/Medusa%20Resources/Screenshot_2025-03-20_at_10.32.17_AM_frmbup.png) - -*** - -## Next Steps - -You have now implemented the logic to send abandoned cart notifications in Medusa. You can implement other customizations with Medusa, such as: - -- [Implement Product Reviews](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/how-to-tutorials/tutorials/product-reviews/index.html.md). -- [Implement Wishlist](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/plugins/guides/wishlist/index.html.md). -- [Allow Custom-Item Pricing](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/examples/guides/custom-item-price/index.html.md). - -If you are new to Medusa, check out the [main documentation](https://docs.medusajs.com/docs/learn/index.html.md), where you will get a more in-depth learning of all the concepts you have used in this guide and more. - -To learn more about the commerce features that Medusa provides, check out Medusa's [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md). - - -# Implement Loyalty Points System in Medusa - -In this tutorial, you'll learn how to implement a loyalty points system in Medusa. - -Medusa Cloud provides a beta Store Credits feature that facilitates building a loyalty point system. [Get in touch](https://medusajs.com/contact) for early access. - -When you install a Medusa application, you get a fully-fledged commerce platform with a framework for customization. The Medusa application's commerce features are built around [commerce modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md), which are available out-of-the-box. These features include management capabilities related to carts, orders, promotions, and more. - -A loyalty point system allows customers to earn points for purchases, which can be redeemed for discounts or rewards. In this tutorial, you'll learn how to customize the Medusa application to implement a loyalty points system. - -You can follow this tutorial whether you're new to Medusa or an advanced Medusa developer. - -## Summary - -By following this tutorial, you will learn how to: - -- Install and set up Medusa. -- Define models to store loyalty points and the logic to manage them. -- Build flows that allow customers to earn and redeem points during checkout. - - Points are redeemed through dynamic promotions specific to the customer. -- Customize the cart completion flow to validate applied loyalty points. - -![Diagram illustrating redeem loyalty points flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1744126213/Medusa%20Resources/redeem-points-flow_kzgkux.jpg) - -- [Loyalty Points Repository](https://github.com/medusajs/examples/tree/main/loyalty-points): Find the full code for this guide in this repository. -- [OpenApi Specs for Postman](https://res.cloudinary.com/dza7lstvk/raw/upload/v1744212595/OpenApi/Loyalty-Points_jwi5e9.yaml): Import this OpenApi Specs file into tools like Postman. - -*** - -## Step 1: Install a Medusa Application - -### Prerequisites - -- [Node.js v20+](https://nodejs.org/en/download) -- [Git CLI tool](https://git-scm.com/downloads) -- [PostgreSQL](https://www.postgresql.org/download/) - -Start by installing the Medusa application on your machine with the following command: - -```bash -npx create-medusa-app@latest -``` - -You'll first be asked for the project's name. Then, when asked whether you want to install the [Next.js Starter Storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md), choose Yes. - -Afterward, the installation process will start, which will install the Medusa application in a directory with your project's name, and the Next.js Starter Storefront in a separate directory with the `{project-name}-storefront` name. - -The Medusa application is composed of a headless Node.js server and an admin dashboard. The storefront is installed or custom-built separately and connects to the Medusa application through its REST endpoints, called [API routes](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). Learn more in [Medusa's Architecture documentation](https://docs.medusajs.com/docs/learn/introduction/architecture/index.html.md). - -Once the installation finishes successfully, the Medusa Admin dashboard will open with a form to create a new user. Enter the user's credentials and submit the form. Afterward, you can log in with the new user and explore the dashboard. - -Check out the [troubleshooting guides](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/troubleshooting/create-medusa-app-errors/index.html.md) for help. - -*** - -## Step 2: Create Loyalty Module - -In Medusa, you can build custom features in a [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md). A module is a reusable package with functionalities related to a single feature or domain. Medusa integrates the module into your application without implications or side effects on your setup. - -In the module, you define the data models necessary for a feature and the logic to manage these data models. Later, you can build commerce flows around your module. - -In this step, you'll build a Loyalty Module that defines the necessary data models to store and manage loyalty points for customers. - -Refer to the [Modules documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) to learn more. - -### Create Module Directory - -Modules are created under the `src/modules` directory of your Medusa application. So, create the directory `src/modules/loyalty`. - -### Create Data Models - -A data model represents a table in the database. You create data models using Medusa's Data Model Language (DML). It simplifies defining a table's columns, relations, and indexes with straightforward methods and configurations. - -Refer to the [Data Models documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#1-create-data-model/index.html.md) to learn more. - -For the Loyalty Module, you need to define a `LoyaltyPoint` data model that represents a customer's loyalty points. So, create the file `src/modules/loyalty/models/loyalty-point.ts` with the following content: - -```ts title="src/modules/loyalty/models/loyalty-point.ts" highlights={dmlHighlights} -import { model } from "@medusajs/framework/utils" - -const LoyaltyPoint = model.define("loyalty_point", { - id: model.id().primaryKey(), - points: model.number().default(0), - customer_id: model.text().unique("IDX_LOYALTY_CUSTOMER_ID"), -}) - -export default LoyaltyPoint -``` - -You define the `LoyaltyPoint` data model using the `model.define` method of the DML. It accepts the data model's table name as a first parameter, and the model's schema object as a second parameter. - -The `LoyaltyPoint` data model has the following properties: - -- `id`: A unique ID for the loyalty points. -- `points`: The number of loyalty points a customer has. -- `customer_id`: The ID of the customer who owns the loyalty points. This property has a unique index to ensure that each customer has only one record in the `loyalty_point` table. - -Learn more about defining data model properties in the [Property Types documentation](https://docs.medusajs.com/docs/learn/fundamentals/data-models/properties/index.html.md). - -### Create Module's Service - -You now have the necessary data model in the Loyalty Module, but you'll need to manage its records. You do this by creating a service in the module. - -A service is a TypeScript or JavaScript class that the module exports. In the service's methods, you can connect to the database, allowing you to manage your data models, or connect to a third-party service, which is useful if you're integrating with external services. - -Refer to the [Module Service documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#2-create-service/index.html.md) to learn more. - -To create the Loyalty Module's service, create the file `src/modules/loyalty/service.ts` with the following content: - -```ts title="src/modules/loyalty/service.ts" -import { MedusaError, MedusaService } from "@medusajs/framework/utils" -import LoyaltyPoint from "./models/loyalty-point" -import { InferTypeOf } from "@medusajs/framework/types" - -type LoyaltyPoint = InferTypeOf - -class LoyaltyModuleService extends MedusaService({ - LoyaltyPoint, -}) { - // TODO add methods -} - -export default LoyaltyModuleService -``` - -The `LoyaltyModuleService` extends `MedusaService` from the Modules SDK which generates a class with data-management methods for your module's data models. This saves you time on implementing Create, Read, Update, and Delete (CRUD) methods. - -So, the `LoyaltyModuleService` class now has methods like `createLoyaltyPoints` and `retrieveLoyaltyPoint`. - -Find all methods generated by the `MedusaService` in [the Service Factory reference](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/service-factory-reference/index.html.md). - -#### Add Methods to the Service - -Aside from the basic CRUD methods, you need to add methods that handle custom functionalities related to loyalty points. - -First, you need a method that adds loyalty points for a customer. Add the following method to the `LoyaltyModuleService`: - -```ts title="src/modules/loyalty/service.ts" -class LoyaltyModuleService extends MedusaService({ - LoyaltyPoint, -}) { - async addPoints(customerId: string, points: number): Promise { - const existingPoints = await this.listLoyaltyPoints({ - customer_id: customerId, - }) - - if (existingPoints.length > 0) { - return await this.updateLoyaltyPoints({ - id: existingPoints[0].id, - points: existingPoints[0].points + points, - }) - } - - return await this.createLoyaltyPoints({ - customer_id: customerId, - points, - }) - } -} -``` - -You add an `addPoints` method that accepts two parameters: the ID of the customer and the points to add. - -In the method, you retrieve the customer's existing loyalty points using the `listLoyaltyPoints` method, which is automatically generated by the `MedusaService`. If the customer has existing points, you update them with the new points using the `updateLoyaltyPoints` method. - -Otherwise, if the customer doesn't have existing loyalty points, you create a new record with the `createLoyaltyPoints` method. - -The next method you'll add deducts points from the customer's loyalty points, which is useful when the customer redeems points. Add the following method to the `LoyaltyModuleService`: - -```ts title="src/modules/loyalty/service.ts" -class LoyaltyModuleService extends MedusaService({ - LoyaltyPoint, -}) { - // ... - async deductPoints(customerId: string, points: number): Promise { - const existingPoints = await this.listLoyaltyPoints({ - customer_id: customerId, - }) - - if (existingPoints.length === 0 || existingPoints[0].points < points) { - throw new MedusaError( - MedusaError.Types.NOT_ALLOWED, - "Insufficient loyalty points" - ) - } - - return await this.updateLoyaltyPoints({ - id: existingPoints[0].id, - points: existingPoints[0].points - points, - }) - } -} -``` - -The `deductPoints` method accepts the customer ID and the points to deduct. - -In the method, you retrieve the customer's existing loyalty points using the `listLoyaltyPoints` method. If the customer doesn't have existing points or if the points to deduct are greater than the existing points, you throw an error. - -Otherwise, you update the customer's loyalty points with the new value using the `updateLoyaltyPoints` method, which is automatically generated by `MedusaService`. - -Next, you'll add the method that retrieves the points of a customer. Add the following method to the `LoyaltyModuleService`: - -```ts title="src/modules/loyalty/service.ts" -class LoyaltyModuleService extends MedusaService({ - LoyaltyPoint, -}) { - // ... - async getPoints(customerId: string): Promise { - const points = await this.listLoyaltyPoints({ - customer_id: customerId, - }) - - return points[0]?.points || 0 - } -} -``` - -The `getPoints` method accepts the customer ID and retrieves the customer's loyalty points using the `listLoyaltyPoints` method. If the customer has no points, it returns `0`. - -#### Add Method to Map Points to Discount - -Finally, you'll add a method that implements the logic of mapping loyalty points to a discount amount. This is useful when the customer wants to redeem their points during checkout. - -The mapping logic may differ for each use case. For example, you may need to use a third-party service to map the loyalty points discount amount, or use some custom calculation. - -To simplify the logic in this tutorial, you'll use a simple calculation that maps 1 point to 1 currency unit. For example, `100` points = `$100` discount. - -Add the following method to the `LoyaltyModuleService`: - -```ts title="src/modules/loyalty/service.ts" -class LoyaltyModuleService extends MedusaService({ - LoyaltyPoint, -}) { - // ... - async calculatePointsFromAmount(amount: number): Promise { - // Convert amount to points using a standard conversion rate - // For example, $1 = 1 point - // Round down to nearest whole point - const points = Math.floor(amount) - - if (points < 0) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Amount cannot be negative" - ) - } - - return points - } -} -``` - -The `calculatePointsFromAmount` method accepts the amount and converts it to the nearest whole number of points. If the amount is negative, it throws an error. - -You'll use this method later to calculate the amount discounted when a customer redeems their loyalty points. - -### Export Module Definition - -The final piece to a module is its definition, which you export in an `index.ts` file at its root directory. This definition tells Medusa the name of the module and its service. - -So, create the file `src/modules/loyalty/index.ts` with the following content: - -```ts title="src/modules/loyalty/index.ts" -import { Module } from "@medusajs/framework/utils" -import LoyaltyModuleService from "./service" - -export const LOYALTY_MODULE = "loyalty" - -export default Module(LOYALTY_MODULE, { - service: LoyaltyModuleService, -}) -``` - -You use the `Module` function from the Modules SDK to create the module's definition. It accepts two parameters: - -1. The module's name, which is `loyalty`. -2. An object with a required property `service` indicating the module's service. - -You also export the module's name as `LOYALTY_MODULE` so you can reference it later. - -### Add Module to Medusa's Configurations - -Once you finish building the module, add it to Medusa's configurations to start using it. - -In `medusa-config.ts`, add a `modules` property and pass an array with your custom module: - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "./src/modules/loyalty", - }, - ], -}) -``` - -Each object in the `modules` array has a `resolve` property, whose value is either a path to the module's directory, or an `npm` package’s name. - -### Generate Migrations - -Since data models represent tables in the database, you define how they're created in the database with migrations. A migration is a TypeScript or JavaScript file that defines database changes made by a module. - -Refer to the [Migrations documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#5-generate-migrations/index.html.md) to learn more. - -Medusa's CLI tool can generate the migrations for you. To generate a migration for the Loyalty Module, run the following command in your Medusa application's directory: - -```bash -npx medusa db:generate loyalty -``` - -The `db:generate` command of the Medusa CLI accepts the name of the module to generate the migration for. You'll now have a `migrations` directory under `src/modules/loyalty` that holds the generated migration. - -Then, to reflect these migrations on the database, run the following command: - -```bash -npx medusa db:migrate -``` - -The table for the `LoyaltyPoint` data model is now created in the database. - -*** - -## Step 3: Change Loyalty Points Flow - -Now that you have a module that stores and manages loyalty points in the database, you'll start building flows around it that allow customers to earn and redeem points. - -The first flow you'll build will either add points to a customer's loyalty points or deduct them based on a purchased order. If the customer hasn't redeemed points, the points are added to their loyalty points. Otherwise, the points are deducted from their loyalty points. - -To build custom commerce features in Medusa, you create a [workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). A workflow is a series of queries and actions, called steps, that complete a task. You construct a workflow like you construct a function, but it's a special function that allows you to track its executions' progress, define roll-back logic, and configure other advanced features. Then, you execute the workflow from other customizations, such as in an endpoint. - -In this section, you'll build the workflow that adds or deducts loyalty points for an order's customer. Later, you'll execute this workflow when an order is placed. - -Learn more about workflows in the [Workflows documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). - -The workflow will have the following steps: - -- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the order's details. -- [validateCustomerExistsStep](#validateCustomerExistsStep): Validate that the customer is registered. -- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. - -Medusa provides the `useQueryGraphStep` and `updatePromotionsStep` in its `@medusajs/medusa/core-flows` package. So, you'll only implement the other steps. - -### validateCustomerExistsStep - -In the workflow, you first need to validate that the customer is registered. Only registered customers can earn and redeem loyalty points. - -To do this, create the file `src/workflows/steps/validate-customer-exists.ts` with the following content: - -```ts title="src/workflows/steps/validate-customer-exists.ts" -import { CustomerDTO } from "@medusajs/framework/types" -import { createStep } from "@medusajs/framework/workflows-sdk" -import { MedusaError } from "@medusajs/framework/utils" - -export type ValidateCustomerExistsStepInput = { - customer: CustomerDTO | null | undefined -} - -export const validateCustomerExistsStep = createStep( - "validate-customer-exists", - async ({ customer }: ValidateCustomerExistsStepInput) => { - if (!customer) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Customer not found" - ) - } - - if (!customer.has_account) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Customer must have an account to earn or manage points" - ) - } - } -) -``` - -You create a step with `createStep` from the Workflows SDK. It accepts two parameters: - -1. The step's unique name, which is `validate-customer-exists`. -2. An async function that receives two parameters: - - The step's input, which is in this case an object with the customer's details. - - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of framework and commerce tools that you can access in the step. - -In the step function, you validate that the customer is defined and that it's registered based on its `has_account` property. Otherwise, you throw an error. - -### getCartLoyaltyPromoStep - -Next, you'll need to retrieve the loyalty promotion applied on the cart, if there's any. This is useful to determine whether the customer has redeemed points. - -Before you create a step, you'll create a utility function that the step uses to retrieve the loyalty promotion of a cart. You'll create it as a separate utility function to use it later in other customizations. - -Create the file `src/utils/promo.ts` with the following content: - -```ts title="src/utils/promo.ts" -import { PromotionDTO, CustomerDTO, CartDTO } from "@medusajs/framework/types" - -export type CartData = CartDTO & { - promotions?: PromotionDTO[] - customer?: CustomerDTO - metadata: { - loyalty_promo_id?: string - } -} - -export function getCartLoyaltyPromotion( - cart: CartData -): PromotionDTO | undefined { - if (!cart?.metadata?.loyalty_promo_id) { - return - } - - return cart.promotions?.find( - (promotion) => promotion.id === cart.metadata.loyalty_promo_id - ) -} -``` - -You create a `getCartLoyaltyPromotion` function that accepts the cart's details as an input and returns the loyalty promotion if it exists. You retrieve the loyalty promotion if its ID is stored in the cart's `metadata.loyalty_promo_id` property. - -You can now create the step that uses this utility to retrieve a carts loyalty points promotion. To create the step, create the file `src/workflows/steps/get-cart-loyalty-promo.ts` with the following content: - -```ts title="src/workflows/steps/get-cart-loyalty-promo.ts" -import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" -import { CartData, getCartLoyaltyPromotion } from "../../utils/promo" -import { MedusaError } from "@medusajs/framework/utils" - -type GetCartLoyaltyPromoStepInput = { - cart: CartData, - throwErrorOn?: "found" | "not-found" -} - -export const getCartLoyaltyPromoStep = createStep( - "get-cart-loyalty-promo", - async ({ cart, throwErrorOn }: GetCartLoyaltyPromoStepInput) => { - const loyaltyPromo = getCartLoyaltyPromotion(cart) - - if (throwErrorOn === "found" && loyaltyPromo) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Loyalty promotion already applied to cart" - ) - } else if (throwErrorOn === "not-found" && !loyaltyPromo) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "No loyalty promotion found on cart" - ) - } - - return new StepResponse(loyaltyPromo) - } -) -``` - -You create a step that accepts an object having the following properties: - -- `cart`: The cart's details. -- `throwErrorOn`: An optional property that indicates whether to throw an error if the loyalty promotion is found or not found. - -The `throwErrorOn` property is useful to make the step reusable in different scenarios, allowing you to use it in later workflows. - -In the step, you call the `getCartLoyaltyPromotion` utility to retrieve the loyalty promotion. If the `throwErrorOn` property is set to `found` and the loyalty promotion is found, you throw an error. - -Otherwise, if the `throwErrorOn` property is set to `not-found` and the loyalty promotion is not found, you throw an error. - -To return data from a step, you return an instance of `StepResponse` from the Workflows SDK. It accepts as a parameter the data to return, which is the loyalty promotion in this case. - -### deductPurchasePointsStep - -If the order's cart has a loyalty promotion, you need to deduct points from the customer's loyalty points. To do this, create the file `src/workflows/steps/deduct-purchase-points.ts` with the following content: - -```ts title="src/workflows/steps/deduct-purchase-points.ts" highlights={deductStepHighlights} collapsibleLines="1-7" expandButtonLabel="Show Imports" -import { - createStep, - StepResponse -} from "@medusajs/framework/workflows-sdk" -import { LOYALTY_MODULE } from "../../modules/loyalty" -import LoyaltyModuleService from "../../modules/loyalty/service" - -type DeductPurchasePointsInput = { - customer_id: string - amount: number -} - -export const deductPurchasePointsStep = createStep( - "deduct-purchase-points", - async ({ - customer_id, amount - }: DeductPurchasePointsInput, { container }) => { - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - - const pointsToDeduct = await loyaltyModuleService.calculatePointsFromAmount( - amount - ) - - const result = await loyaltyModuleService.deductPoints( - customer_id, - pointsToDeduct - ) - - return new StepResponse(result, { - customer_id, - points: pointsToDeduct - }) - }, - async (data, { container }) => { - if (!data) { - return - } - - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - - // Restore points in case of failure - await loyaltyModuleService.addPoints( - data.customer_id, - data.points - ) - } -) -``` - -You create a step that accepts an object having the following properties: - -- `customer_id`: The ID of the customer to deduct points from. -- `amount`: The promotion's amount, which will be used to calculate the points to deduct. - -In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you use the `calculatePointsFromAmount` method to calculate the points to deduct from the promotion's amount. - -After that, you call the `deductPoints` method to deduct the points from the customer's loyalty points. - -Finally, you return a `StepResponse` with the result of the `deductPoints`. - -#### Compensation Function - -This step has a compensation function, which is passed as a third parameter to the `createStep` function. - -The compensation function undoes the actions performed in a step. Then, if an error occurs during the workflow's execution, the compensation functions of executed steps are called to roll back the changes. This mechanism ensures data consistency in your application, especially as you integrate external systems. - -The compensation function accepts two parameters: - -1. Data passed from the step function to the compensation function. The data is passed as a second parameter of the returned `StepResponse` instance. -2. An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md). - -In the compensation function, you resolve the Loyalty Module's service from the Medusa container. Then, you call the `addPoints` method to restore the points deducted from the customer's loyalty points if an error occurs. - -### addPurchaseAsPointsStep - -The last step you'll create adds points to the customer's loyalty points. You'll use this step if the customer didn't redeem points during checkout. - -To create the step, create the file `src/workflows/steps/add-purchase-as-points.ts` with the following content: - -```ts title="src/workflows/steps/add-purchase-as-points.ts" highlights={addPointsHighlights} collapsibleLines="1-7" expandButtonLabel="Show Imports" -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { LOYALTY_MODULE } from "../../modules/loyalty" -import LoyaltyModuleService from "../../modules/loyalty/service" - -type StepInput = { - customer_id: string - amount: number -} - -export const addPurchaseAsPointsStep = createStep( - "add-purchase-as-points", - async (input: StepInput, { container }) => { - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - - const pointsToAdd = await loyaltyModuleService.calculatePointsFromAmount( - input.amount - ) - - const result = await loyaltyModuleService.addPoints( - input.customer_id, - pointsToAdd - ) - - return new StepResponse(result, { - customer_id: input.customer_id, - points: pointsToAdd - }) - }, - async (data, { container }) => { - if (!data) { - return - } - - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - - await loyaltyModuleService.deductPoints( - data.customer_id, - data.points - ) - } -) -``` - -You create a step that accepts an object having the following properties: - -- `customer_id`: The ID of the customer to add points to. -- `amount`: The order's amount, which will be used to calculate the points to add. - -In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you use the `calculatePointsFromAmount` method to calculate the points to add from the order's amount. - -After that, you call the `addPoints` method to add the points to the customer's loyalty points. - -Finally, you return a `StepResponse` with the result of the `addPoints`. - -You also pass to the compensation function the customer's ID and the points added. In the compensation function, you deduct the points if an error occurs. - -### Add Utility Functions - -Before you create the workflow, you need a utility function that checks whether an order's cart has a loyalty promotion. This is useful to determine whether the customer redeemed points during checkout, allowing you to decide which steps to execute. - -To add the utility function, add the following to `src/utils/promo.ts`: - -```ts title="src/utils/promo.ts" -import { OrderDTO } from "@medusajs/framework/types" - -export type OrderData = OrderDTO & { - promotion?: PromotionDTO[] - customer?: CustomerDTO - cart?: CartData -} - -export const CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE = "customer_id" - -export function orderHasLoyaltyPromotion(order: OrderData): boolean { - const loyaltyPromotion = getCartLoyaltyPromotion( - order.cart as unknown as CartData - ) - - return loyaltyPromotion?.rules?.some((rule) => { - return rule?.attribute === CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE && ( - rule?.values?.some((value) => value.value === order.customer?.id) || false - ) - }) || false -} -``` - -You first define an `OrderData` type that extends the `OrderDTO` type. This type has the order's details, including the cart, customer, and promotions details. - -Then, you define a constant `CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE` that represents the attribute used in the promotion rule to check whether the customer ID is valid. - -Finally, you create the `orderHasLoyaltyPromotion` function that accepts an order's details and checks whether it has a loyalty promotion. It returns `true` if: - -- The order's cart has a loyalty promotion. You use the `getCartLoyaltyPromotion` utility to try to retrieve the loyalty promotion. -- The promotion's rules include the `customer_id` attribute and its value matches the order's customer ID. - - When you create the promotion for the cart later, you'll see how to set this rule. - -You'll use this utility in the workflow next. - -### Create the Workflow - -Now that you have all the steps, you can create the workflow that uses them. - -To create the workflow, create the file `src/workflows/handle-order-points.ts` with the following content: - -```ts title="src/workflows/handle-order-points.ts" highlights={handleOrderPointsHighlights} collapsibleLines="1-9" expandButtonLabel="Show Imports" -import { createWorkflow, when } from "@medusajs/framework/workflows-sdk" -import { updatePromotionsStep, useQueryGraphStep } from "@medusajs/medusa/core-flows" -import { validateCustomerExistsStep, ValidateCustomerExistsStepInput } from "./steps/validate-customer-exists" -import { deductPurchasePointsStep } from "./steps/deduct-purchase-points" -import { addPurchaseAsPointsStep } from "./steps/add-purchase-as-points" -import { OrderData, CartData } from "../utils/promo" -import { orderHasLoyaltyPromotion } from "../utils/promo" -import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" - -type WorkflowInput = { - order_id: string -} - -export const handleOrderPointsWorkflow = createWorkflow( - "handle-order-points", - ({ order_id }: WorkflowInput) => { - // @ts-ignore - const { data: orders } = useQueryGraphStep({ - entity: "order", - fields: [ - "id", - "customer.*", - "total", - "cart.*", - "cart.promotions.*", - "cart.promotions.rules.*", - "cart.promotions.rules.values.*", - "cart.promotions.application_method.*" - ], - filters: { - id: order_id - }, - options: { - throwIfKeyNotFound: true - } - }) - - validateCustomerExistsStep({ - customer: orders[0].customer - } as ValidateCustomerExistsStepInput) - - const loyaltyPointsPromotion = getCartLoyaltyPromoStep({ - cart: orders[0].cart as unknown as CartData, - }) - - when(orders, (orders) => - orderHasLoyaltyPromotion(orders[0] as unknown as OrderData) && - loyaltyPointsPromotion !== undefined - ) - .then(() => { - deductPurchasePointsStep({ - customer_id: orders[0].customer!.id, - amount: loyaltyPointsPromotion.application_method!.value as number - }) - - updatePromotionsStep([ - { - id: loyaltyPointsPromotion.id, - status: "inactive", - } - ]) - }) - - - when( - orders, - (order) => !orderHasLoyaltyPromotion(order[0] as unknown as OrderData) - ) - .then(() => { - addPurchaseAsPointsStep({ - customer_id: orders[0].customer!.id, - amount: orders[0].total - }) - }) - } -) -``` - -You create a workflow using `createWorkflow` from the Workflows SDK. It accepts the workflow's unique name as a first parameter. - -It accepts as a second parameter a constructor function, which is the workflow's implementation. The function can accept input, which in this case is an object with the order's ID. - -In the workflow's constructor function, you: - -- Use `useQueryGraphStep` to retrieve the order's details. You pass the order's ID as a filter to retrieve the order. - - This step uses [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), which is a tool that retrieves data across modules. -- Validate that the customer is registered using the `validateCustomerExistsStep`. -- Retrieve the cart's loyalty promotion using the `getCartLoyaltyPromoStep`. -- Use `when` to check whether the order's cart has a loyalty promotion. - - Since you can't perform data manipulation in a workflow's constructor function, `when` allows you to perform steps if a condition is satisfied. - - You pass as a first parameter the object to perform the condition on, which is the order in this case. In the second parameter, you pass a function that returns a boolean value, indicating whether the condition is satisfied. - - To specify the steps to perform if a condition is satisfied, you chain a `then` method to the `when` method. You can perform any step within the `then` method. - - In this case, if the order's cart has a loyalty promotion, you call the `deductPurchasePointsStep` to deduct points from the customer's loyalty points. You also call the `updatePromotionsStep` to deactivate the cart's loyalty promotion. -- You use another `when` to check whether the order's cart doesn't have a loyalty promotion. - - If the condition is satisfied, you call the `addPurchaseAsPointsStep` to add points to the customer's loyalty points. - -You'll use this workflow next when an order is placed. - -To learn more about the constraints on a workflow's constructor function, refer to the [Workflow Constraints](https://docs.medusajs.com/docs/learn/fundamentals/workflows/constructor-constraints/index.html.md) documentation. Refer to the [When-Then](https://docs.medusajs.com/docs/learn/fundamentals/workflows/conditions/index.html.md) documentation to learn more about the `when` method and how to use it in a workflow. - -*** - -## Step 4: Handle Order Placed Event - -Now that you have the workflow that handles adding or deducting loyalty points for an order, you need to execute it when an order is placed. - -Medusa has an event system that allows you to listen to events emitted by the Medusa server using a [subscriber](https://docs.medusajs.com/docs//learn/fundamentals/events-and-subscribers/index.html.md). A subscriber is an asynchronous function that's executed when its associated event is emitted. In a subscriber, you can execute a workflow that performs actions in result of the event. - -In this step, you'll create a subscriber that listens to the `order.placed` event and executes the `handleOrderPointsWorkflow` workflow. - -Refer to the [Events and Subscribers](https://docs.medusajs.com/docs/learn/fundamentals/events-and-subscribers/index.html.md) documentation to learn more. - -Subscribers are created in a TypeScript or JavaScript file under the `src/subscribers` directory. So, to create a subscriber, create the fle `src/subscribers/order-placed.ts` with the following content: - -```ts title="src/subscribers/order-placed.ts" -import type { - SubscriberArgs, - SubscriberConfig, -} from "@medusajs/framework" -import { handleOrderPointsWorkflow } from "../workflows/handle-order-points" - -export default async function orderPlacedHandler({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - await handleOrderPointsWorkflow(container).run({ - input: { - order_id: data.id, - }, - }) -} - -export const config: SubscriberConfig = { - event: "order.placed", -} -``` - -The subscriber file must export: - -- An asynchronous subscriber function that's executed whenever the associated event, which is `order.placed` is triggered. -- A configuration object with an event property whose value is the event the subscriber is listening to. You can also pass an array of event names to listen to multiple events in the same subscriber. - -The subscriber function accepts an object with the following properties: - -- `event`: An object with the event's data payload. For example, the `order.placed` event has the order's ID in its data payload. -- `container`: The Medusa container, which you can use to resolve services and tools. - -In the subscriber function, you execute the `handleOrderPointsWorkflow` by invoking it, passing it the Medusa container, then using its `run` method, passing it the workflow's input. - -Whenever an order is placed now, the subscriber will be executed, which in turn will execute the workflow that handles the loyalty points flow. - -### Test it Out - -To test out the loyalty points flow, you'll use the [Next.js Starter Storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md) that you installed in the first step. As mentioned in that step, the storefront will be installed in a separate directory from the Medusa application, and its name is `{project-name}-storefront`, where `{project-name}` is the name of your Medusa application's directory. - -So, run the following command in the Medusa application's directory to start the Medusa server: - -```bash title="Medusa Application" -npm run dev -``` - -Then, run the following command in the Next.js Starter Storefront's directory to start the Next.js server: - -```bash title="Next.js Starter Storefront" -npm run dev -``` - -The Next.js Starter Storefront will be running on `http://localhost:8000`, and the Medusa server will be running on `http://localhost:9000`. - -Open the Next.js Starter Storefront in your browser and create a new account by going to Account at the top right. - -Once you're logged in, add an item to the cart and go through the checkout flow. - -After you place the order, you'll see the following message in your Medusa application's terminal: - -```bash -info: Processing order.placed which has 1 subscribers -``` - -This message indicates that the `order.placed` event was emitted, and that your subscriber was executed. - -Since you didn't redeem any points during checkout, loyalty points will be added to your account. You'll implement an API route that allows you to retrieve the loyalty points in the next step. - -*** - -## Step 5: Retrieve Loyalty Points API Route - -Next, you want to allow customers to view their loyalty points. You can show them on their profile page, or during checkout. - -To expose a feature to clients, you create an [API route](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). An API Route is an endpoint that exposes commerce features to external applications and clients, such as storefronts. - -You'll create an API route at the path `/store/customers/me/loyalty-points` that returns the loyalty points of the authenticated customer. - -Learn more about API routes in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). - -An API route is created in a `route.ts` file under a sub-directory of the `src/api` directory. The path of the API route is the file's path relative to `src/api`. - -So, to create an API route at the path `/store/customers/me/loyalty-points`, create the file `src/api/store/customers/me/loyalty-points/route.ts` with the following content: - -```ts title="src/api/store/customers/me/loyalty-points/route.ts" - -import { - AuthenticatedMedusaRequest, - MedusaResponse -} from "@medusajs/framework/http"; -import { LOYALTY_MODULE } from "../../../../../modules/loyalty"; -import LoyaltyModuleService from "../../../../../modules/loyalty/service"; - -export async function GET( - req: AuthenticatedMedusaRequest, - res: MedusaResponse -) { - const loyaltyModuleService: LoyaltyModuleService = req.scope.resolve( - LOYALTY_MODULE - ) - - const points = await loyaltyModuleService.getPoints( - req.auth_context.actor_id - ) - - res.json({ - points, - }) -} -``` - -Since you export a `GET` route handler function, you're exposing a `GET` endpoint at `/store/customers/me/loyalty-points`. The route handler function accepts two parameters: - -1. A request object with details and context on the request, such as body parameters or authenticated customer details. -2. A response object to manipulate and send the response. - -In the route handler, you resolve the Loyalty Module's service from the Medusa container (which is available at `req.scope`). - -Then, you call the service's `getPoints` method to retrieve the authenticated customer's loyalty points. Note that routes starting with `/store/customers/me` are only accessible by authenticated customers. You can access the authenticated customer ID from the request's context, which is available at `req.auth_context.actor_id`. - -Finally, you return the loyalty points in the response. - -You'll test out this route as you customize the Next.js Starter Storefront next. - -*** - -## Step 6: Show Loyalty Points During Checkout - -Now that you have the API route to retrieve the loyalty points, you can show them during checkout. - -In this step, you'll customize the Next.js Starter Storefront to show the loyalty points in the checkout page. - -First, you'll add a server action function that retrieves the loyalty points from the route you created earlier. In `src/lib/data/customer.ts`, add the following function: - -```ts title="src/lib/data/customer.ts" badgeLabel="Storefront" badgeColor="blue" -export const getLoyaltyPoints = async () => { - const headers = { - ...(await getAuthHeaders()), - } - - return sdk.client.fetch<{ points: number }>( - `/store/customers/me/loyalty-points`, - { - method: "GET", - headers, - } - ) - .then(({ points }) => points) - .catch(() => null) -} -``` - -You add a `getLoyaltyPoints` function that retrieves the authenticated customer's loyalty points from the API route you created earlier. You pass the authentication headers using the `getAuthHeaders` function, which is a utility function defined in the Next.js Starter Storefront. - -If the customer isn't authenticated, the request will fail. So, you catch the error and return `null` in that case. - -Next, you'll create a component that shows the loyalty points in the checkout page. Create the file `src/modules/checkout/components/loyalty-points/index.tsx` with the following content: - -```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" highlights={loyaltyPointsHighlights} -"use client" - -import { HttpTypes } from "@medusajs/types" -import { useEffect, useMemo, useState } from "react" -import { getLoyaltyPoints } from "../../../../lib/data/customer" -import { Button, Heading } from "@medusajs/ui" -import Link from "next/link" - -type LoyaltyPointsProps = { - cart: HttpTypes.StoreCart & { - promotions: HttpTypes.StorePromotion[] - } -} - -const LoyaltyPoints = ({ cart }: LoyaltyPointsProps) => { - const isLoyaltyPointsPromoApplied = useMemo(() => { - return cart.promotions.find( - (promo) => promo.id === cart.metadata?.loyalty_promo_id - ) !== undefined - }, [cart]) - const [loyaltyPoints, setLoyaltyPoints] = useState< - number | null - >(null) - - useEffect(() => { - getLoyaltyPoints() - .then((points) => { - console.log(points) - setLoyaltyPoints(points) - }) - }, []) - - const handleTogglePromotion = async ( - e: React.MouseEvent - ) => { - e.preventDefault() - // TODO apply or remove loyalty promotion - } - - return ( - <> -
-
- - Loyalty Points - - {loyaltyPoints === null && ( - - Sign up to get and use loyalty points - - )} - {loyaltyPoints !== null && ( -
- - - You have {loyaltyPoints} loyalty points - -
- )} -
- - ) -} - -export default LoyaltyPoints -``` - -You create a `LoyaltyPoints` component that accepts the cart's details as a prop. In the component, you: - -- Create a `isLoyaltyPointsPromoApplied` memoized value that checks whether the cart has a loyalty promotion applied. You use the `cart.metadata.loyalty_promo_id` property to check this. -- Create a `loyaltyPoints` state to store the customer's loyalty points. -- Call the `getLoyaltyPoints` function in a `useEffect` hook to retrieve the loyalty points from the API route you created earlier. You set the `loyaltyPoints` state with the retrieved points. -- Define `handleTogglePromotion` that, when clicked, would either apply or remove the promotion. You'll implement these functionalities later. -- Render the loyalty points in the component. If the customer isn't authenticated, you show a link to the account page to sign up. Otherwise, you show the loyalty points and a button to apply or remove the promotion. - -Next, you'll show this component at the end of the checkout's summary component. So, import the component in `src/modules/checkout/templates/checkout-summary/index.tsx`: - -```tsx title="src/modules/checkout/templates/checkout-summary/index.tsx" badgeLabel="Storefront" badgeColor="blue" -import LoyaltyPoints from "../../components/loyalty-points" -``` - -Then, in the return statement of the `CheckoutSummary` component, add the following after the `div` wrapping the `DiscountCode`: - -```tsx title="src/modules/checkout/templates/checkout-summary/index.tsx" badgeLabel="Storefront" badgeColor="blue" - -``` - -This will show the loyalty points component at the end of the checkout summary. - -### Test it Out - -To test out the customizations to the checkout flow, make sure both the Medusa application and Next.js Starter Storefront are running. - -Then, as an authenticated customer, add an item to cart and proceed to checkout. You'll find a new "Loyalty Points" section at the end of the checkout summary. - -![Loyalty Points Section at the end of the summary section at the right](https://res.cloudinary.com/dza7lstvk/image/upload/v1744195223/Medusa%20Resources/Screenshot_2025-04-09_at_1.39.34_PM_l5oltc.png) - -If you made a purchase before, you can see your loyalty points. You'll also see the "Apply Loyalty Points" button, which doesn't yet do anything. You'll add the functionality next. - -*** - -## Step 7: Apply Loyalty Points to Cart - -The next feature you'll implement allows the customer to apply their loyalty points during checkout. To implement the feature, you need: - -- A workflow that implements the steps of the apply loyalty points flow. -- An API route that exposes the workflow's functionality to clients. You'll then send a request to this API route to apply the loyalty points on the customer's cart. -- A function in the Next.js Starter Storefront that sends the request to the API route you created earlier. - -The workflow will have the following steps: - -- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details. -- [validateCustomerExistsStep](#validateCustomerExistsStep): Validate that the customer is registered. -- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. -- [getCartLoyaltyPromoAmountStep](#getCartLoyaltyPromoAmountStep): Get the amount to be discounted based on the loyalty points. -- [createPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPromotionsStep/index.html.md): Create a new loyalty promotion for the cart. -- [updateCartPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/workflows/updateCartPromotionsWorkflow/index.html.md): Update the cart's promotions with the new loyalty promotion. -- [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md): Update the cart to store the ID of the loyalty promotion in the metadata. -- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details again. - -Most of the workflow's steps are either provided by Medusa in the `@medusajs/medusa/core-flows` package or steps you've already implemented. You only need to implement the `getCartLoyaltyPromoAmountStep` step. - -### getCartLoyaltyPromoAmountStep - -The fourth step in the workflow is the `getCartLoyaltyPromoAmountStep`, which retrieves the amount to be discounted based on the loyalty points. This step is useful to determine how much discount to apply to the cart. - -To create the step, create the file `src/workflows/steps/get-cart-loyalty-promo-amount.ts` with the following content: - -```ts title="src/workflows/steps/get-cart-loyalty-promo-amount.ts" highlights={getCartLoyaltyPromoAmountStepHighlights} -import { PromotionDTO, CustomerDTO } from "@medusajs/framework/types" -import { MedusaError } from "@medusajs/framework/utils" -import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" -import LoyaltyModuleService from "../../modules/loyalty/service" -import { LOYALTY_MODULE } from "../../modules/loyalty" - -export type GetCartLoyaltyPromoAmountStepInput = { - cart: { - id: string - customer: CustomerDTO - promotions?: PromotionDTO[] - total: number - } -} - -export const getCartLoyaltyPromoAmountStep = createStep( - "get-cart-loyalty-promo-amount", - async ({ cart }: GetCartLoyaltyPromoAmountStepInput, { container }) => { - // Check if customer has any loyalty points - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - const loyaltyPoints = await loyaltyModuleService.getPoints( - cart.customer.id - ) - - if (loyaltyPoints <= 0) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Customer has no loyalty points" - ) - } - - const pointsAmount = await loyaltyModuleService.calculatePointsFromAmount( - loyaltyPoints - ) - - const amount = Math.min(pointsAmount, cart.total) - - return new StepResponse(amount) - } -) -``` - -You create a step that accepts an object having the cart's details. - -In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you call the `getPoints` method to retrieve the customer's loyalty points. If the customer has no loyalty points, you throw an error. - -Next, you call the `calculatePointsFromAmount` method to calculate the amount to be discounted based on the loyalty points. You use the `Math.min` function to ensure that the amount doesn't exceed the cart's total. - -Finally, you return a `StepResponse` with the amount to be discounted. - -### Create the Workflow - -You can now create the workflow that applies a loyalty promotion to the cart. - -To create the workflow, create the file `src/workflows/apply-loyalty-on-cart.ts` with the following content: - -```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={applyLoyaltyOnCartWorkflowHighlights} collapsibleLines="1-24" expandButtonLabel="Show Imports" -import { - createWorkflow, - transform, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" -import { - createPromotionsStep, - updateCartPromotionsWorkflow, - updateCartsStep, - useQueryGraphStep -} from "@medusajs/medusa/core-flows" -import { - validateCustomerExistsStep, - ValidateCustomerExistsStepInput -} from "./steps/validate-customer-exists" -import { - getCartLoyaltyPromoAmountStep, - GetCartLoyaltyPromoAmountStepInput -} from "./steps/get-cart-loyalty-promo-amount" -import { CartData, CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE, } from "../utils/promo" -import { CreatePromotionDTO } from "@medusajs/framework/types" -import { PromotionActions } from "@medusajs/framework/utils" -import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" - -type WorkflowInput = { - cart_id: string -} - -const fields = [ - "id", - "customer.*", - "promotions.*", - "promotions.application_method.*", - "promotions.rules.*", - "promotions.rules.values.*", - "currency_code", - "total", - "metadata" -] - -export const applyLoyaltyOnCartWorkflow = createWorkflow( - "apply-loyalty-on-cart", - (input: WorkflowInput) => { - // @ts-ignore - const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields, - filters: { - id: input.cart_id - }, - options: { - throwIfKeyNotFound: true - } - }) - - validateCustomerExistsStep({ - customer: carts[0].customer - } as ValidateCustomerExistsStepInput) - - getCartLoyaltyPromoStep({ - cart: carts[0] as unknown as CartData, - throwErrorOn: "found" - }) - - const amount = getCartLoyaltyPromoAmountStep({ - cart: carts[0] - } as unknown as GetCartLoyaltyPromoAmountStepInput) - - // TODO create and apply the promotion on the cart - } -) -``` - -You create a workflow that accepts an object with the cart's ID as input. - -So far, you: - -- Use `useQueryGraphStep` to retrieve the cart's details. You pass the cart's ID as a filter to retrieve the cart. -- Validate that the customer is registered using the `validateCustomerExistsStep`. -- Check whether the cart has a loyalty promotion using the `getCartLoyaltyPromoStep`. You pass the `throwErrorOn` parameter with the value `found` to throw an error if a loyalty promotion is found in the cart. -- Retrieve the amount to be discounted based on the loyalty points using the `getCartLoyaltyPromoAmountStep`. - -Next, you need to create a new loyalty promotion for the cart. First, you'll prepare the data of the promotion to be created. - -Replace the `TODO` with the following: - -```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={prepareLoyaltyPromoDataHighlights} -const promoToCreate = transform({ - carts, - amount -}, (data) => { - const randomStr = Math.random().toString(36).substring(2, 8) - const uniqueId = ( - "LOYALTY-" + data.carts[0].customer?.first_name + "-" + randomStr - ).toUpperCase() - return { - code: uniqueId, - type: "standard", - status: "active", - application_method: { - type: "fixed", - value: data.amount, - target_type: "order", - currency_code: data.carts[0].currency_code, - allocation: "across", - }, - rules: [ - { - attribute: CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE, - operator: "eq", - values: [data.carts[0].customer!.id] - } - ], - campaign: { - name: uniqueId, - description: "Loyalty points promotion for " + data.carts[0].customer!.email, - campaign_identifier: uniqueId, - budget: { - type: "usage", - limit: 1 - } - } - } -}) - -// TODO create promotion and apply it on cart -``` - -Since data manipulation isn't allowed in a workflow constructor, you use the [transform](https://docs.medusajs.com/docs/learn/fundamentals/workflows/variable-manipulation/index.html.md) function from the Workflows SDK. It accepts two parameters: - -- The data to perform manipulation on. In this case, you pass the cart's details and the amount to be discounted. -- A function that receives the data from the first parameter, and returns the transformed data. - -In the transformation function, you prepare th data of the loyalty promotion to be created. Some key details include: - -- You set the discount amount in the application method of the promotion. -- You add a rule to the promotion that ensures it can be used only in carts having their `customer_id` equal to this customer's ID. This prevents other customers from using this promotion. -- You create a campaign for the promotion, and you set the campaign budget to a single usage. This prevents the customer from using the promotion again. - -Learn more about promotion concepts in the [Promotion Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/index.html.md)'s documentation. - -You can now use the returned data to create a promotion and apply it to the cart. Replace the new `TODO` with the following: - -```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={createLoyaltyPromoStepHighlights} -const loyaltyPromo = createPromotionsStep([ - promoToCreate -] as CreatePromotionDTO[]) - -const { metadata, ...updatePromoData } = transform({ - carts, - promoToCreate, - loyaltyPromo -}, (data) => { - const promos = [ - ...(data.carts[0].promotions?.map((promo) => promo?.code).filter(Boolean) || []) as string[], - data.promoToCreate.code - ] - - return { - cart_id: data.carts[0].id, - promo_codes: promos, - action: PromotionActions.ADD, - metadata: { - loyalty_promo_id: data.loyaltyPromo[0].id - } - } -}) - -updateCartPromotionsWorkflow.runAsStep({ - input: updatePromoData -}) - -updateCartsStep([ - { - id: input.cart_id, - metadata - } -]) - -// retrieve cart with updated promotions -// @ts-ignore -const { data: updatedCarts } = useQueryGraphStep({ - entity: "cart", - fields, - filters: { id: input.cart_id }, -}).config({ name: "retrieve-cart" }) - -return new WorkflowResponse(updatedCarts[0]) -``` - -In the rest of the workflow, you: - -- Create the loyalty promotion using the data you prepared earlier using the `createPromotionsStep`. -- Use the `transform` function to prepare the data to update the cart's promotions. You add the new loyalty promotion code to the cart's promotions codes, and set the `loyalty_promo_id` in the cart's metadata. -- Update the cart's promotions with the new loyalty promotion using the `updateCartPromotionsWorkflow` workflow. -- Update the cart's metadata with the loyalty promotion ID using the `updateCartsStep`. -- Retrieve the cart's details again using `useQueryGraphStep` to get the updated cart with the new loyalty promotion. - -To return data from the workflow, you must return an instance of `WorkflowResponse`. You pass it the data to be returned, which is in this case the cart's details. - -### Create the API Route - -Next, you'll create the API route that executes this workflow. - -To create the API route, create the file `src/api/store/carts/[id]/loyalty-points/route.ts` with the following content: - -```ts title="src/api/store/carts/[id]/loyalty-points/route.ts" -import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http"; -import { applyLoyaltyOnCartWorkflow } from "../../../../../workflows/apply-loyalty-on-cart"; - -export async function POST( - req: MedusaRequest, - res: MedusaResponse -) { - const { id: cart_id } = req.params - - const { result: cart } = await applyLoyaltyOnCartWorkflow(req.scope) - .run({ - input: { - cart_id - } - }) - - res.json({ cart }) -} -``` - -Since you export a `POST` route handler, you expose a `POST` API route at `/store/carts/[id]/loyalty-points`. - -In the route handler, you execute the `applyLoyaltyOnCartWorkflow` workflow, passing it the cart ID as an input. You return the cart's details in the response. - -You can now use this API route in the Next.js Starter Storefront. - -### Apply Loyalty Points in the Storefront - -In the Next.js Starter Storefront, you need to add a server action function that sends a request to the API route you created earlier. Then, you'll use that function when the customer clicks the "Apply Loyalty Points" button. - -To add the function, add the following to `src/lib/data/cart.ts` in the Next.js Starter Storefront: - -```ts title="src/lib/data/cart.ts" badgeLabel="Storefront" badgeColor="blue" -export async function applyLoyaltyPointsOnCart() { - const cartId = await getCartId() - const headers = { - ...(await getAuthHeaders()), - } - - return await sdk.client.fetch<{ - cart: HttpTypes.StoreCart & { - promotions: HttpTypes.StorePromotion[] - } - }>(`/store/carts/${cartId}/loyalty-points`, { - method: "POST", - headers, - }) - .then(async (result) => { - const cartCacheTag = await getCacheTag("carts") - revalidateTag(cartCacheTag) - - return result - }) -} -``` - -You create an `applyLoyaltyPointsOnCart` function that sends a request to the API route you created earlier. - -In the function, you retrieve the cart ID stored in the cookie using the `getCartId` function, which is available in the Next.js Starter Storefront. - -Then, you send the request. Once the request is resolved successfully, you revalidate the cart cache tag to ensure that the cart's details are updated and refetched by other components. This ensures that the applied promotion is shown in the checkout summary without needing to refresh the page. - -Finally, you'll use this function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. - -At the top of `src/modules/checkout/components/loyalty-points/index.tsx`, import the function: - -```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" -import { applyLoyaltyPointsOnCart } from "../../../../lib/data/cart" -``` - -Then, replace the `handleTogglePromotion` function with the following: - -```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" -const handleTogglePromotion = async ( - e: React.MouseEvent -) => { - e.preventDefault() - if (!isLoyaltyPointsPromoApplied) { - await applyLoyaltyPointsOnCart() - } else { - // TODO remove loyalty points - } -} -``` - -In the `handleTogglePromotion` function, you call the `applyLoyaltyPointsOnCart` function if the cart doesn't have a loyalty promotion. This will send a request to the API route you created earlier, which will execute the workflow that applies the loyalty promotion to the cart. - -You'll implement removing the loyalty points promotion in a later step. - -### Test it Out - -To test out applying the loyalty points on the cart, start the Medusa application and Next.js Starter Storefront. - -Then, in the checkout flow as an authenticated customer, click on the "Apply Loyalty Points" button. The checkout summary will be updated with the applied promotion and the discount amount. - -If you don't want the promotion to be shown in the "Promotions(s) applied" section, you can filter the promotions in `src/modules/checkout/components/discount-code/index.tsx` to not show a promotion matching `cart.metadata.loyalty_promo_id`. - -![Discounted amount is shown as part of the summary and the promotion is shown as part of the applied promotions](https://res.cloudinary.com/dza7lstvk/image/upload/v1744200895/Medusa%20Resources/Screenshot_2025-04-09_at_3.14.19_PM_abmtjh.png) - -*** - -## Step 8: Remove Loyalty Points From Cart - -In this step, you'll implement the functionality to remove the loyalty points promotion from the cart. This is useful if the customer changes their mind and wants to remove the promotion. - -To implement this functionality, you'll need to: - -- Create a workflow that removes the loyalty points promotion from the cart. -- Create an API route that executes the workflow. -- Create a function in the Next.js Starter Storefront that sends a request to the API route you created earlier. -- Use the function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. - -### Create the Workflow - -The workflow will have the following steps: - -- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details. -- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. -- [updateCartPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/workflows/updateCartPromotionsWorkflow/index.html.md): Update the cart's promotions to remove the loyalty promotion. -- [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md): Update the cart to remove the loyalty promotion ID from the metadata. -- [updatePromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePromotionsStep/index.html.md): Deactive the loyalty promotion. -- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details again. - -Since you already have all the steps, you can create the workflow. - -To create the workflow, create the file `src/workflows/remove-loyalty-from-cart.ts` with the following content: - -```ts title="src/workflows/remove-loyalty-from-cart.ts" collapsibleLines="1-15" expandButtonLabel="Show Imports" highlights={removeLoyaltyFromCartWorkflowHighlights} -import { - createWorkflow, - transform, - WorkflowResponse -} from "@medusajs/framework/workflows-sdk" -import { - useQueryGraphStep, - updateCartPromotionsWorkflow, - updateCartsStep, - updatePromotionsStep -} from "@medusajs/medusa/core-flows" -import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" -import { PromotionActions } from "@medusajs/framework/utils" -import { CartData } from "../utils/promo" - -type WorkflowInput = { - cart_id: string -} - -const fields = [ - "id", - "customer.*", - "promotions.*", - "promotions.application_method.*", - "promotions.rules.*", - "promotions.rules.values.*", - "currency_code", - "total", - "metadata" -] - -export const removeLoyaltyFromCartWorkflow = createWorkflow( - "remove-loyalty-from-cart", - (input: WorkflowInput) => { - // @ts-ignore - const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields, - filters: { - id: input.cart_id - } - }) - - const loyaltyPromo = getCartLoyaltyPromoStep({ - cart: carts[0] as unknown as CartData, - throwErrorOn: "not-found" - }) - - updateCartPromotionsWorkflow.runAsStep({ - input: { - cart_id: input.cart_id, - promo_codes: [loyaltyPromo.code!], - action: PromotionActions.REMOVE - } - }) - - const newMetadata = transform({ - carts - }, (data) => { - const { loyalty_promo_id, ...rest } = data.carts[0].metadata || {} - - return { - ...rest, - loyalty_promo_id: null - } - }) - - updateCartsStep([ - { - id: input.cart_id, - metadata: newMetadata - } - ]) - - updatePromotionsStep([ - { - id: loyaltyPromo.id, - status: "inactive" - } - ]) - - // retrieve cart with updated promotions - // @ts-ignore - const { data: updatedCarts } = useQueryGraphStep({ - entity: "cart", - fields, - filters: { id: input.cart_id }, - }).config({ name: "retrieve-cart" }) - - return new WorkflowResponse(updatedCarts[0]) - } -) -``` - -You create a workflow that accepts an object with the cart's ID as input. - -In the workflow, you: - -- Use `useQueryGraphStep` to retrieve the cart's details. You pass the cart's ID as a filter to retrieve the cart. -- Check whether the cart has a loyalty promotion using the `getCartLoyaltyPromoStep`. You pass the `throwErrorOn` parameter with the value `not-found` to throw an error if a loyalty promotion isn't found in the cart. -- Update the cart's promotions using the `updateCartPromotionsWorkflow`, removing the loyalty promotion. -- Use the `transform` function to prepare the new metadata of the cart. You remove the `loyalty_promo_id` from the metadata. -- Update the cart's metadata with the new metadata using the `updateCartsStep`. -- Deactivate the loyalty promotion using the `updatePromotionsStep`. -- Retrieve the cart's details again using `useQueryGraphStep` to get the updated cart with the new loyalty promotion. -- Return the cart's details in a `WorkflowResponse` instance. - -### Create the API Route - -Next, you'll create the API route that executes this workflow. - -To create the API route, add the following in `src/api/store/carts/[id]/loyalty-points/route.ts`: - -```ts title="src/api/store/carts/[id]/loyalty-points/route.ts" -// other imports... -import { removeLoyaltyFromCartWorkflow } from "../../../../../workflows/remove-loyalty-from-cart"; - -// ... -export async function DELETE( - req: MedusaRequest, - res: MedusaResponse -) { - const { id: cart_id } = req.params - - const { result: cart } = await removeLoyaltyFromCartWorkflow(req.scope) - .run({ - input: { - cart_id - } - }) - - res.json({ cart }) -} -``` - -You export a `DELETE` route handler, which exposes a `DELETE` API route at `/store/carts/[id]/loyalty-points`. - -In the route handler, you execute the `removeLoyaltyFromCartWorkflow` workflow, passing it the cart ID as an input. You return the cart's details in the response. - -You can now use this API route in the Next.js Starter Storefront. - -### Remove Loyalty Points in the Storefront - -In the Next.js Starter Storefront, you need to add a server action function that sends a request to the API route you created earlier. Then, you'll use that function when the customer clicks the "Remove Loyalty Points" button, which shows when the cart has a loyalty promotion applied. - -To add the function, add the following to `src/lib/data/cart.ts`: - -```ts title="src/lib/data/cart.ts" badgeLabel="Storefront" badgeColor="blue" -export async function removeLoyaltyPointsOnCart() { - const cartId = await getCartId() - const headers = { - ...(await getAuthHeaders()), - } - const next = { - ...(await getCacheOptions("carts")), - } - - return await sdk.client.fetch<{ - cart: HttpTypes.StoreCart & { - promotions: HttpTypes.StorePromotion[] - } - }>(`/store/carts/${cartId}/loyalty-points`, { - method: "DELETE", - headers, - }) - .then(async (result) => { - const cartCacheTag = await getCacheTag("carts") - revalidateTag(cartCacheTag) - - return result - }) -} -``` - -You create a `removeLoyaltyPointsOnCart` function that sends a request to the API route you created earlier. - -In the function, you retrieve the cart ID stored in the cookie using the `getCartId` function, which is available in the Next.js Starter Storefront. - -Then, you send the request to the API route. Once the request is resolved successfully, you revalidate the cart cache tag to ensure that the cart's details are updated and refetched by other components. This ensures that the promotion is removed from the checkout summary without needing to refresh the page. - -Finally, you'll use this function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. - -At the top of `src/modules/checkout/components/loyalty-points/index.tsx`, add the following import: - -```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" -import { removeLoyaltyPointsOnCart } from "../../../../lib/data/cart" -``` - -Then, replace the `TODO` in `handleTogglePromotion` with the following: - -```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" -await removeLoyaltyPointsOnCart() -``` - -In the `handleTogglePromotion` function, you call the `removeLoyaltyPointsOnCart` function if the cart has a loyalty promotion. This will send a request to the API route you created earlier, which will execute the workflow that removes the loyalty promotion from the cart. - -### Test it Out - -To test out removing the loyalty points from the cart, start the Medusa application and Next.js Starter Storefront. - -Then, in the checkout flow as an authenticated customer, after applying the loyalty points, click on the "Remove Loyalty Points" button. The checkout summary will be updated with the removed promotion and the discount amount. - -![The "Remove Loyalty Points" button is shown in the "Loyalty Points" section](https://res.cloudinary.com/dza7lstvk/image/upload/v1744204436/Medusa%20Resources/Screenshot_2025-04-09_at_4.13.24_PM_xt5trh.png) - -*** - -## Step 9: Validate Loyalty Points on Cart Completion - -After the customer applies the loyalty points to the cart and places the order, you need to validate that the customer actually has the loyalty points. This prevents edge cases where the customer may have applied the loyalty points previously but they don't have them anymore. - -So, in this step, you'll hook into Medusa's cart completion flow to perform the validation. - -Since Medusa uses workflows in its API routes, it allows you to hook into them and perform custom functionalities using [Workflow Hooks](https://docs.medusajs.com/docs/learn/fundamentals/workflows/workflow-hooks/index.html.md). A workflow hook is a point in a workflow where you can inject custom functionality as a step function, called a hook handler. - -Medusa uses the [completeCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeCartWorkflow/index.html.md) hook to complete the cart and place an order. This workflow has a `validate` hook that allows you to perform custom validation before the cart is completed. - -To consume the `validate` hook, create the file `src/workflows/hooks/complete-cart.ts` with the following content: - -```ts title="src/workflows/hooks/complete-cart.ts" highlights={completeCartWorkflowHookHighlights} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import { completeCartWorkflow } from "@medusajs/medusa/core-flows"; -import LoyaltyModuleService from "../../modules/loyalty/service"; -import { LOYALTY_MODULE } from "../../modules/loyalty"; -import { CartData, getCartLoyaltyPromotion } from "../../utils/promo"; -import { MedusaError } from "@medusajs/framework/utils"; - -completeCartWorkflow.hooks.validate( - async ({ cart }, { container }) => { - const query = container.resolve("query") - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - - const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "id", - "promotions.*", - "customer.*", - "promotions.rules.*", - "promotions.rules.values.*", - "promotions.application_method.*", - "metadata" - ], - filters: { - id: cart.id - } - }, { - throwIfKeyNotFound: true - }) - - const loyaltyPromo = getCartLoyaltyPromotion( - carts[0] as unknown as CartData - ) - - if (!loyaltyPromo) { - return - } - - const customerLoyaltyPoints = await loyaltyModuleService.getPoints( - carts[0].customer!.id - ) - const requiredPoints = await loyaltyModuleService.calculatePointsFromAmount( - loyaltyPromo.application_method!.value as number - ) - - if (customerLoyaltyPoints < requiredPoints) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - `Customer does not have enough loyalty points. Required: ${ - requiredPoints - }, Available: ${customerLoyaltyPoints}` - ) - } - } -) -``` - -Workflows have a special `hooks` property that includes all the hooks tht you can consume in that workflow. You consume the hook by invoking it from the workflow's `hooks` property. - -Since the hook is essentially a step function, it accepts the following parameters: - -- The hook's input passed from the workflow, which differs for each hook. The `validate` hook receives an object having the cart's details. -- The step context object, which contains the Medusa container. You can use it to resolve services and perform actions. - -In the hook, you resolve Query and the Loyalty Module's service. Then, you use Query to retrieve the cart's necessary details, including its promotions, customer, and metadata. - -After that, you retrieve the customer's loyalty points and calculate the required points to apply the loyalty promotion. - -If the customer doesn't have enough loyalty points, you throw an error. This will prevent the cart from being completed if the customer doesn't have enough loyalty points. - -*** - -## Test Out Cart Completion with Loyalty Points - -Since you now have the entire loyalty points flow implemented, you can test it out by going through the checkout flow, applying the loyalty points to the cart. - -When you place the order, if the customer has sufficient loyalty points, the validation hook will pass. - -Then, the `order.placed` event will be emitted, which will execute the subscriber that calls the `handleOrderPointsWorkflow`. - -In the workflow, since the order's cart has a loyalty promotion, the points equivalent to the promotion will be deducted, and the promotion becomes inactive. - -You can confirm that the loyalty points were deducted either by sending a request to the [retrieve loyalty points API route](#step-5-retrieve-loyalty-points-api-route), or by going through the checkout process again in the storefront. - -*** - -## Next Steps - -You've now implement a loyalty points system in Medusa. There's still more that you can implement based on your use case: - -- Add loyalty points on registration or other events. Refer to the [Events Reference](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/events-reference/index.html.md) for a full list of available events you can listen to. -- Show the customer their loyalty point usage history. This will require adding another data model in the Loyalty Module that records the usage history. You can create records of that data model when an order that has a loyalty promotion is placed, then customize the storefront to show a new page for loyalty points history. -- Customize the Medusa Admin to show a new page or [UI Route](https://docs.medusajs.com/docs/learn/fundamentals/admin/ui-routes/index.html.md) for loyalty points information and analytics. - -If you're new to Medusa, check out the [main documentation](https://docs.medusajs.com/docs/learn/index.html.md), where you'll get a more in-depth learning of all the concepts you've used in this guide and more. - -To learn more about the commerce features that Medusa provides, check out Medusa's [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md). - - # Implement Product Reviews in Medusa In this tutorial, you'll learn how to implement product reviews in Medusa. -When you install a Medusa application, you get a fully-fledged commerce platform with a framework for customization. The Medusa application's commerce features are built around [commerce modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md) which are available out-of-the-box. The features include product-management features. +When you install a Medusa application, you get a fully-fledged commerce platform with a Framework for customization. The Medusa application's commerce features are built around [commerce modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md) which are available out-of-the-box. The features include product-management features. -Medusa doesn't provide product reviews out-of-the-box, but Medusa's framework facilitate implementing customizations like product reviews. In this tutorial, you'll learn how to customize the Medusa server, admin dashboard, and Next.js Starter Storefront to implement product reviews. +Medusa doesn't provide product reviews out-of-the-box, but the Medusa Framework facilitates implementing customizations like product reviews. In this tutorial, you'll learn how to customize the Medusa server, Admin dashboard, and Next.js Starter Storefront to implement product reviews. You can follow this guide whether you're new to Medusa or an advanced Medusa developer. @@ -42597,7 +40175,7 @@ You create a step with `createStep` from the Workflows SDK. It accepts two param 1. The step's unique name, which is `create-review`. 2. An async function that receives two parameters: - The step's input, which is in this case an object with the review's properties. - - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of framework and commerce tools that you can access in the step. + - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of Framework and commerce tools that you can access in the step. In the step function, you resolve the Review Module's service from the Medusa container using its `resolve` method, passing it the module's name as a parameter. @@ -44142,6 +41720,2428 @@ If you're new to Medusa, check out the [main documentation](https://docs.medusaj To learn more about the commerce features that Medusa provides, check out Medusa's [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md). +# Send Abandoned Cart Notifications in Medusa + +In this tutorial, you will learn how to send notifications to customers who have abandoned their carts. + +When you install a Medusa application, you get a fully-fledged commerce platform with a Framework for customization. The Medusa application's commerce features are built around [commerce modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md), which are available out-of-the-box. These features include cart-management capabilities. + +Medusa's [Notification Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/architectural-modules/notification/index.html.md) allows you to send notifications to users or customers, such as password reset emails, order confirmation SMS, or other types of notifications. + +In this tutorial, you will use the Notification Module to send an email to customers who have abandoned their carts. The email will contain a link to recover the customer's cart, encouraging them to complete their purchase. You will use SendGrid to send the emails, but you can also use other email providers. + +## Summary + +By following this tutorial, you will: + +- Install and set up Medusa. +- Create the logic to send an email to customers who have abandoned their carts. +- Run the above logic once a day. +- Add a route to the storefront to recover the cart. + +![Diagram illustrating the flow of the abandoned-cart functionalities](https://res.cloudinary.com/dza7lstvk/image/upload/v1742460588/Medusa%20Resources/abandoned-cart-summary_fcf2tn.jpg) + +[View on Github](https://github.com/medusajs/examples/tree/main/abandoned-cart): Find the full code for this tutorial. + +*** + +## Step 1: Install a Medusa Application + +### Prerequisites + +- [Node.js v20+](https://nodejs.org/en/download) +- [Git CLI tool](https://git-scm.com/downloads) +- [PostgreSQL](https://www.postgresql.org/download/) + +Start by installing the Medusa application on your machine with the following command: + +```bash +npx create-medusa-app@latest +``` + +You will first be asked for the project's name. Then, when asked whether you want to install the [Next.js starter storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md), choose "Yes." + +Afterwards, the installation process will start, which will install the Medusa application in a directory with your project's name and the Next.js Starter Storefront in a separate directory with the `{project-name}-storefront` name. + +The Medusa application is composed of a headless Node.js server and an admin dashboard. The storefront is installed or custom-built separately and connects to the Medusa application through its REST endpoints, called [API routes](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). Learn more in [Medusa's Architecture documentation](https://docs.medusajs.com/docs/learn/introduction/architecture/index.html.md). + +Once the installation finishes successfully, the Medusa Admin dashboard will open with a form to create a new user. Enter the user's credentials and submit the form. Afterwards, you can log in with the new user and explore the dashboard. + +Check out the [troubleshooting guides](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/troubleshooting/create-medusa-app-errors/index.html.md) for help. + +*** + +## Step 2: Set up SendGrid + +### Prerequisites + +- [SendGrid account](https://sendgrid.com) +- [Verified Sender Identity](https://mc.sendgrid.com/senders) +- [SendGrid API Key](https://app.sendgrid.com/settings/api_keys) + +Medusa's Notification Module provides the general functionality to send notifications, but the sending logic is implemented in a module provider. This allows you to integrate the email provider of your choice. + +To send the cart-abandonment emails, you will use SendGrid. Medusa provides a [SendGrid Notification Module Provider](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/architectural-modules/notification/sendgrid/index.html.md) that you can use to send emails. + +Alternatively, you can use [other Notification Module Providers](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/architectural-modules/notification#what-is-a-notification-module-provider/index.html.md) or [create a custom provider](https://docs.medusajs.com/references/notification-provider-module/index.html.md). + +To set up SendGrid, add the SendGrid Notification Module Provider to `medusa-config.ts`: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "@medusajs/medusa/notification", + options: { + providers: [ + { + resolve: "@medusajs/medusa/notification-sendgrid", + id: "sendgrid", + options: { + channels: ["email"], + api_key: process.env.SENDGRID_API_KEY, + from: process.env.SENDGRID_FROM, + }, + }, + ], + }, + }, + ], +}) +``` + +In the `modules` configuration, you pass the Notification Provider and add SendGrid as a provider. You also pass to the SendGrid Module Provider the following options: + +- `channels`: The channels that the provider supports. In this case, it is only email. +- `api_key`: Your SendGrid API key. +- `from`: The email address that the emails will be sent from. + +Then, set the SendGrid API key and "from" email as environment variables, such as in the `.env` file at the root of your project: + +```plain +SENDGRID_API_KEY=your-sendgrid-api-key +SENDGRID_FROM=test@gmail.com +``` + +You can now use SendGrid to send emails in Medusa. + +*** + +## Step 3: Send Abandoned Cart Notification Flow + +You will now implement the sending logic for the abandoned cart notifications. + +To build custom commerce features in Medusa, you create a [workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). A workflow is a series of queries and actions, called steps, that complete a task. You construct a workflow like you construct a function, but it is a special function that allows you to track its executions' progress, define roll-back logic, and configure other advanced features. Then, you execute the workflow from other customizations, such as in a scheduled job. + +In this step, you will create the workflow that sends the abandoned cart notifications. Later, you will learn how to execute it once a day. + +The workflow will receive the list of abandoned carts as an input. The workflow has the following steps: + +- [sendAbandonedNotificationsStep](#sendAbandonedNotificationsStep): Send the abandoned cart notifications. +- [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md): Update the cart to store the last notification date. + +Medusa provides the second step in its `@medusajs/medusa/core-flows` package. So, you only need to implement the first one. + +### sendAbandonedNotificationsStep + +The first step of the workflow sends a notification to the owners of the abandoned carts that are passed as an input. + +To implement the step, create the file `src/workflows/steps/send-abandoned-notifications.ts` with the following content: + +```ts title="src/workflows/steps/send-abandoned-notifications.ts" +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { Modules } from "@medusajs/framework/utils" +import { CartDTO, CustomerDTO } from "@medusajs/framework/types" + +type SendAbandonedNotificationsStepInput = { + carts: (CartDTO & { + customer: CustomerDTO + })[] +} + +export const sendAbandonedNotificationsStep = createStep( + "send-abandoned-notifications", + async (input: SendAbandonedNotificationsStepInput, { container }) => { + const notificationModuleService = container.resolve( + Modules.NOTIFICATION + ) + + const notificationData = input.carts.map((cart) => ({ + to: cart.email!, + channel: "email", + template: process.env.ABANDONED_CART_TEMPLATE_ID || "", + data: { + customer: { + first_name: cart.customer?.first_name || cart.shipping_address?.first_name, + last_name: cart.customer?.last_name || cart.shipping_address?.last_name, + }, + cart_id: cart.id, + items: cart.items?.map((item) => ({ + product_title: item.title, + quantity: item.quantity, + unit_price: item.unit_price, + thumbnail: item.thumbnail, + })), + }, + })) + + const notifications = await notificationModuleService.createNotifications( + notificationData + ) + + return new StepResponse({ + notifications, + }) + } +) +``` + +You create a step with `createStep` from the Workflows SDK. It accepts two parameters: + +1. The step's unique name, which is `create-review`. +2. An async function that receives two parameters: + - The step's input, which is in this case an object with the review's properties. + - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of Framework and commerce tools that you can access in the step. + +In the step function, you first resolve the Notification Module's service, which has methods to manage notifications. Then, you prepare the data of each notification, and create the notifications with the `createNotifications` method. + +Notice that each notification is an object with the following properties: + +- `to`: The email address of the customer. +- `channel`: The channel that the notification will be sent through. The Notification Module uses the provider registered for the channel. +- `template`: The ID or name of the email template in the third-party provider. Make sure to set it as an environment variable once you have it. +- `data`: The data to pass to the template to render the email's dynamic content. + +Based on the dynamic template you create in SendGrid or another provider, you can pass different data in the `data` object. + +A step function must return a `StepResponse` instance. The `StepResponse` constructor accepts the step's output as a parameter, which is the created notifications. + +### Create Workflow + +You can now create the workflow that uses the step you just created to send the abandoned cart notifications. + +Create the file `src/workflows/send-abandoned-carts.ts` with the following content: + +```ts title="src/workflows/send-abandoned-carts.ts" +import { + createWorkflow, + WorkflowResponse, + transform, +} from "@medusajs/framework/workflows-sdk" +import { + sendAbandonedNotificationsStep, +} from "./steps/send-abandoned-notifications" +import { updateCartsStep } from "@medusajs/medusa/core-flows" +import { CartDTO } from "@medusajs/framework/types" +import { CustomerDTO } from "@medusajs/framework/types" + +export type SendAbandonedCartsWorkflowInput = { + carts: (CartDTO & { + customer: CustomerDTO + })[] +} + +export const sendAbandonedCartsWorkflow = createWorkflow( + "send-abandoned-carts", + function (input: SendAbandonedCartsWorkflowInput) { + sendAbandonedNotificationsStep(input) + + const updateCartsData = transform( + input, + (data) => { + return data.carts.map((cart) => ({ + id: cart.id, + metadata: { + ...cart.metadata, + abandoned_notification: new Date().toISOString(), + }, + })) + } + ) + + const updatedCarts = updateCartsStep(updateCartsData) + + return new WorkflowResponse(updatedCarts) + } +) +``` + +You create a workflow using `createWorkflow` from the Workflows SDK. It accepts the workflow's unique name as a first parameter. + +It accepts as a second parameter a constructor function, which is the workflow's implementation. The function can accept input, which in this case is an arra of carts. + +In the workflow's constructor function, you: + +- Use the `sendAbandonedNotificationsStep` to send the notifications to the carts' customers. +- Use the `updateCartsStep` from Medusa's core flows to update the carts' metadata with the last notification date. + +Notice that you use the `transform` function to prepare the `updateCartsStep`'s input. Medusa does not support direct data manipulation in a workflow's constructor function. You can learn more about it in the [Data Manipulation in Workflows documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/variable-manipulation/index.html.md). + +Your workflow is now ready for use. You will learn how to execute it in the next section. + +### Setup Email Template + +Before you can test the workflow, you need to set up an email template in SendGrid. The template should contain the dynamic content that you pass in the workflow's step. + +To create an email template in SendGrid: + +- Go to [Dynamic Templates](https://mc.sendgrid.com/dynamic-templates) in the SendGrid dashboard. +- Click on the "Create Dynamic Template" button. + +![Button is at the top right of the page](https://res.cloudinary.com/dza7lstvk/image/upload/v1742457153/Medusa%20Resources/Screenshot_2025-03-20_at_9.51.38_AM_g5nk80.png) + +- In the side window that opens, enter a name for the template, then click on the Create button. +- The template will be added to the middle of the page. When you click on it, a new section will show with an "Add Version" button. Click on it. + +![The template is a collapsible in the middle of the page,with the "Add Version" button shown in the middle](https://res.cloudinary.com/dza7lstvk/image/upload/v1742458096/Medusa%20Resources/Screenshot_2025-03-20_at_10.07.54_AM_y2dys7.png) + +In the form that opens, you can either choose to start with a blank template or from an existing design. You can then use the drag-and-drop or code editor to design the email template. + +You can also use the following template as an example: + +```html title="Abandoned Cart Email Template" + + + + + + Complete Your Purchase + + + +
+
Hi {{customer.first_name}}, your cart is waiting! 🛍️
+

You left some great items in your cart. Complete your purchase before they're gone!

+ + {{#each items}} +
+ {{product_title}} +
+ {{product_title}} +

{{subtitle}}

+

Quantity: {{quantity}}

+

Price: $ {{unit_price}}

+
+
+ {{/each}} + + Return to Cart & Checkout + +
+ + +``` + +This template will show each item's image, title, quantity, and price in the cart. It will also show a button to return to the cart and checkout. + +You can replace `https://yourstore.com` with your storefront's URL. You'll later implement the `/cart/recover/:cart_id` route in the storefront to recover the cart. + +Once you are done, copy the template ID from SendGrid and set it as an environment variable in your Medusa project: + +```plain +ABANDONED_CART_TEMPLATE_ID=your-sendgrid-template-id +``` + +*** + +## Step 4: Schedule Cart Abandonment Notifications + +The next step is to automate sending the abandoned cart notifications. You need a task that runs once a day to find the carts that have been abandoned for a certain period and send the notifications to the customers. + +To run a task at a scheduled interval, you can use a [scheduled job](https://docs.medusajs.com/docs/learn/fundamentals/scheduled-jobs/index.html.md). A scheduled job is an asynchronous function that the Medusa application runs at the interval you specify during the Medusa application's runtime. + +You can create a scheduled job in a TypeScript or JavaScript file under the `src/jobs` directory. So, to create the scheduled job that sends the abandoned cart notifications, create the file `src/jobs/send-abandoned-cart-notification.ts` with the following content: + +```ts title="src/jobs/send-abandoned-cart-notification.ts" +import { MedusaContainer } from "@medusajs/framework/types" +import { + sendAbandonedCartsWorkflow, + SendAbandonedCartsWorkflowInput, +} from "../workflows/send-abandoned-carts" + +export default async function abandonedCartJob( + container: MedusaContainer +) { + const logger = container.resolve("logger") + const query = container.resolve("query") + + const oneDayAgo = new Date() + oneDayAgo.setDate(oneDayAgo.getDate() - 1) + const limit = 100 + const offset = 0 + const totalCount = 0 + const abandonedCartsCount = 0 + + do { + // TODO retrieve paginated abandoned carts + } while (offset < totalCount) + + logger.info(`Sent ${abandonedCartsCount} abandoned cart notifications`) +} + +export const config = { + name: "abandoned-cart-notification", + schedule: "0 0 * * *", // Run at midnight every day +} +``` + +In a scheduled job's file, you must export: + +1. An asynchronous function that holds the job's logic. The function receives the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md) as a parameter. +2. A `config` object that specifies the job's name and schedule. The schedule is a [cron expression](https://crontab.guru/) that defines the interval at which the job runs. + +In the scheduled job function, so far you resolve the [Logger](https://docs.medusajs.com/docs/learn/debugging-and-testing/logging/index.html.md) to log messages, and [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md) to retrieve data across modules. + +You also define a `oneDayAgo` date, which is the date that you will use as the condition of an abandoned cart. In addition, you define variables to paginate the carts. + +Next, you will retrieve the abandoned carts using Query. Replace the `TODO` with the following: + +```ts title="src/jobs/send-abandoned-cart-notification.ts" +const { + data: abandonedCarts, + metadata, +} = await query.graph({ + entity: "cart", + fields: [ + "id", + "email", + "items.*", + "metadata", + "customer.*", + ], + filters: { + updated_at: { + $lt: oneDayAgo, + }, + // @ts-ignore + email: { + $ne: null, + }, + // @ts-ignore + completed_at: null, + }, + pagination: { + skip: offset, + take: limit, + }, +}) + +totalCount = metadata?.count ?? 0 +const cartsWithItems = abandonedCarts.filter((cart) => + cart.items?.length > 0 && !cart.metadata?.abandoned_notification +) + +try { + await sendAbandonedCartsWorkflow(container).run({ + input: { + carts: cartsWithItems, + } as unknown as SendAbandonedCartsWorkflowInput, + }) + abandonedCartsCount += cartsWithItems.length + +} catch (error) { + logger.error( + `Failed to send abandoned cart notification: ${error.message}` + ) +} + +offset += limit +``` + +In the do-while loop, you use Query to retrieve carts matching the following criteria: + +- The cart was last updated more than a day ago. +- The cart has an email address. +- The cart has not been completed. + +You also filter the retrieved carts to only include carts with items and customers that have not received an abandoned cart notification. + +Finally, you execute the `sendAbandonedCartsWorkflow` passing it the abandoned carts as an input. You will execute the workflow for each paginated batch of carts. + +### Test it Out + +To test out the scheduled job and workflow, it is recommended to change the `oneDayAgo` date to a minute before now for easy testing: + +```ts title="src/jobs/send-abandoned-cart-notification.ts" +oneDayAgo.setMinutes(oneDayAgo.getMinutes() - 1) // For testing +``` + +And to change the job's schedule in `config` to run every minute: + +```ts title="src/jobs/send-abandoned-cart-notification.ts" +export const config = { + // ... + schedule: "* * * * *", // Run every minute for testing +} +``` + +Finally, start the Medusa application with the following command: + +```bash npm2yarn +npm run dev +``` + +And in the [Next.js Starter Storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md)'s directory (that you installed in the first step), start the storefront with the following command: + +```bash npm2yarn +npm run dev +``` + +Open the storefront at `localhost:8000`. You can either: + +- Create an account and add items to the cart, then leave the cart for a minute. +- Add an item to the cart as a guest. Then, start the checkout process, but only enter the shipping and email addresses, and leave the cart for a minute. + +Afterwards, wait for the job to execute. Once it is executed, you will see the following message in the terminal: + +```bash +info: Sent 1 abandoned cart notifications +``` + +Once you're done testing, make sure to revert the changes to the `oneDayAgo` date and the job's schedule. + +*** + +## Step 5: Recover Cart in Storefront + +In the storefront, you need to add a route that recovers the cart when the customer clicks on the link in the email. The route should receive the cart ID, set the cart ID in the cookie, and redirect the customer to the cart page. + +To implement the route, in the Next.js Starter Storefront create the file `src/app/[countryCode]/(main)/cart/recover/[id]/route.tsx` with the following content: + +```tsx title="src/app/[countryCode]/(main)/cart/recover/[id]/route.tsx" badgeLabel="Storefront" badgeColor="blue" +import { NextRequest } from "next/server" +import { retrieveCart } from "../../../../../../lib/data/cart" +import { setCartId } from "../../../../../../lib/data/cookies" +import { notFound, redirect } from "next/navigation" +type Params = Promise<{ + id: string +}> + +export async function GET(req: NextRequest, { params }: { params: Params }) { + const { id } = await params + const cart = await retrieveCart(id) + + if (!cart) { + return notFound() + } + + setCartId(id) + + const countryCode = cart.shipping_address?.country_code || + cart.region?.countries?.[0]?.iso_2 + + redirect( + `/${countryCode ? `${countryCode}/` : ""}cart` + ) +} +``` + +You add a `GET` route handler that receives the cart ID as a path parameter. In the route handler, you: + +- Try to retrieve the cart from the Medusa application. The `retrieveCart` function is already available in the Next.js storefront. If the cart is not found, you return a 404 response. +- Set the cart ID in a cookie using the `setCartId` function. This is also a function that is already available in the storefront. +- Redirect the customer to the cart page. You set the country code in the URL based on the cart's shipping address or region. + +### Test it Out + +To test it out, start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +And in the Next.js Starter Storefront's directory, start the storefront: + +```bash npm2yarn +npm run dev +``` + +Then, either open the link in an abandoned cart email or navigate to `localhost:8000/cart/recover/:cart_id` in your browser. You will be redirected to the cart page with the recovered cart. + +![Cart page in the storefront](https://res.cloudinary.com/dza7lstvk/image/upload/v1742459552/Medusa%20Resources/Screenshot_2025-03-20_at_10.32.17_AM_frmbup.png) + +*** + +## Next Steps + +You have now implemented the logic to send abandoned cart notifications in Medusa. You can implement other customizations with Medusa, such as: + +- [Implement Product Reviews](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/how-to-tutorials/tutorials/product-reviews/index.html.md). +- [Implement Wishlist](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/plugins/guides/wishlist/index.html.md). +- [Allow Custom-Item Pricing](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/examples/guides/custom-item-price/index.html.md). + +If you are new to Medusa, check out the [main documentation](https://docs.medusajs.com/docs/learn/index.html.md), where you will get a more in-depth learning of all the concepts you have used in this guide and more. + +To learn more about the commerce features that Medusa provides, check out Medusa's [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md). + + +# Implement Loyalty Points System in Medusa + +In this tutorial, you'll learn how to implement a loyalty points system in Medusa. + +Medusa Cloud provides a beta Store Credits feature that facilitates building a loyalty point system. [Get in touch](https://medusajs.com/contact) for early access. + +When you install a Medusa application, you get a fully-fledged commerce platform with a Framework for customization. The Medusa application's commerce features are built around [commerce modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md), which are available out-of-the-box. These features include management capabilities related to carts, orders, promotions, and more. + +A loyalty point system allows customers to earn points for purchases, which can be redeemed for discounts or rewards. In this tutorial, you'll learn how to customize the Medusa application to implement a loyalty points system. + +You can follow this tutorial whether you're new to Medusa or an advanced Medusa developer. + +## Summary + +By following this tutorial, you will learn how to: + +- Install and set up Medusa. +- Define models to store loyalty points and the logic to manage them. +- Build flows that allow customers to earn and redeem points during checkout. + - Points are redeemed through dynamic promotions specific to the customer. +- Customize the cart completion flow to validate applied loyalty points. + +![Diagram illustrating redeem loyalty points flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1744126213/Medusa%20Resources/redeem-points-flow_kzgkux.jpg) + +- [Loyalty Points Repository](https://github.com/medusajs/examples/tree/main/loyalty-points): Find the full code for this guide in this repository. +- [OpenApi Specs for Postman](https://res.cloudinary.com/dza7lstvk/raw/upload/v1744212595/OpenApi/Loyalty-Points_jwi5e9.yaml): Import this OpenApi Specs file into tools like Postman. + +*** + +## Step 1: Install a Medusa Application + +### Prerequisites + +- [Node.js v20+](https://nodejs.org/en/download) +- [Git CLI tool](https://git-scm.com/downloads) +- [PostgreSQL](https://www.postgresql.org/download/) + +Start by installing the Medusa application on your machine with the following command: + +```bash +npx create-medusa-app@latest +``` + +You'll first be asked for the project's name. Then, when asked whether you want to install the [Next.js Starter Storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md), choose Yes. + +Afterward, the installation process will start, which will install the Medusa application in a directory with your project's name, and the Next.js Starter Storefront in a separate directory with the `{project-name}-storefront` name. + +The Medusa application is composed of a headless Node.js server and an admin dashboard. The storefront is installed or custom-built separately and connects to the Medusa application through its REST endpoints, called [API routes](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). Learn more in [Medusa's Architecture documentation](https://docs.medusajs.com/docs/learn/introduction/architecture/index.html.md). + +Once the installation finishes successfully, the Medusa Admin dashboard will open with a form to create a new user. Enter the user's credentials and submit the form. Afterward, you can log in with the new user and explore the dashboard. + +Check out the [troubleshooting guides](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/troubleshooting/create-medusa-app-errors/index.html.md) for help. + +*** + +## Step 2: Create Loyalty Module + +In Medusa, you can build custom features in a [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md). A module is a reusable package with functionalities related to a single feature or domain. Medusa integrates the module into your application without implications or side effects on your setup. + +In the module, you define the data models necessary for a feature and the logic to manage these data models. Later, you can build commerce flows around your module. + +In this step, you'll build a Loyalty Module that defines the necessary data models to store and manage loyalty points for customers. + +Refer to the [Modules documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) to learn more. + +### Create Module Directory + +Modules are created under the `src/modules` directory of your Medusa application. So, create the directory `src/modules/loyalty`. + +### Create Data Models + +A data model represents a table in the database. You create data models using Medusa's Data Model Language (DML). It simplifies defining a table's columns, relations, and indexes with straightforward methods and configurations. + +Refer to the [Data Models documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#1-create-data-model/index.html.md) to learn more. + +For the Loyalty Module, you need to define a `LoyaltyPoint` data model that represents a customer's loyalty points. So, create the file `src/modules/loyalty/models/loyalty-point.ts` with the following content: + +```ts title="src/modules/loyalty/models/loyalty-point.ts" highlights={dmlHighlights} +import { model } from "@medusajs/framework/utils" + +const LoyaltyPoint = model.define("loyalty_point", { + id: model.id().primaryKey(), + points: model.number().default(0), + customer_id: model.text().unique("IDX_LOYALTY_CUSTOMER_ID"), +}) + +export default LoyaltyPoint +``` + +You define the `LoyaltyPoint` data model using the `model.define` method of the DML. It accepts the data model's table name as a first parameter, and the model's schema object as a second parameter. + +The `LoyaltyPoint` data model has the following properties: + +- `id`: A unique ID for the loyalty points. +- `points`: The number of loyalty points a customer has. +- `customer_id`: The ID of the customer who owns the loyalty points. This property has a unique index to ensure that each customer has only one record in the `loyalty_point` table. + +Learn more about defining data model properties in the [Property Types documentation](https://docs.medusajs.com/docs/learn/fundamentals/data-models/properties/index.html.md). + +### Create Module's Service + +You now have the necessary data model in the Loyalty Module, but you'll need to manage its records. You do this by creating a service in the module. + +A service is a TypeScript or JavaScript class that the module exports. In the service's methods, you can connect to the database, allowing you to manage your data models, or connect to a third-party service, which is useful if you're integrating with external services. + +Refer to the [Module Service documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#2-create-service/index.html.md) to learn more. + +To create the Loyalty Module's service, create the file `src/modules/loyalty/service.ts` with the following content: + +```ts title="src/modules/loyalty/service.ts" +import { MedusaError, MedusaService } from "@medusajs/framework/utils" +import LoyaltyPoint from "./models/loyalty-point" +import { InferTypeOf } from "@medusajs/framework/types" + +type LoyaltyPoint = InferTypeOf + +class LoyaltyModuleService extends MedusaService({ + LoyaltyPoint, +}) { + // TODO add methods +} + +export default LoyaltyModuleService +``` + +The `LoyaltyModuleService` extends `MedusaService` from the Modules SDK which generates a class with data-management methods for your module's data models. This saves you time on implementing Create, Read, Update, and Delete (CRUD) methods. + +So, the `LoyaltyModuleService` class now has methods like `createLoyaltyPoints` and `retrieveLoyaltyPoint`. + +Find all methods generated by the `MedusaService` in [the Service Factory reference](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/service-factory-reference/index.html.md). + +#### Add Methods to the Service + +Aside from the basic CRUD methods, you need to add methods that handle custom functionalities related to loyalty points. + +First, you need a method that adds loyalty points for a customer. Add the following method to the `LoyaltyModuleService`: + +```ts title="src/modules/loyalty/service.ts" +class LoyaltyModuleService extends MedusaService({ + LoyaltyPoint, +}) { + async addPoints(customerId: string, points: number): Promise { + const existingPoints = await this.listLoyaltyPoints({ + customer_id: customerId, + }) + + if (existingPoints.length > 0) { + return await this.updateLoyaltyPoints({ + id: existingPoints[0].id, + points: existingPoints[0].points + points, + }) + } + + return await this.createLoyaltyPoints({ + customer_id: customerId, + points, + }) + } +} +``` + +You add an `addPoints` method that accepts two parameters: the ID of the customer and the points to add. + +In the method, you retrieve the customer's existing loyalty points using the `listLoyaltyPoints` method, which is automatically generated by the `MedusaService`. If the customer has existing points, you update them with the new points using the `updateLoyaltyPoints` method. + +Otherwise, if the customer doesn't have existing loyalty points, you create a new record with the `createLoyaltyPoints` method. + +The next method you'll add deducts points from the customer's loyalty points, which is useful when the customer redeems points. Add the following method to the `LoyaltyModuleService`: + +```ts title="src/modules/loyalty/service.ts" +class LoyaltyModuleService extends MedusaService({ + LoyaltyPoint, +}) { + // ... + async deductPoints(customerId: string, points: number): Promise { + const existingPoints = await this.listLoyaltyPoints({ + customer_id: customerId, + }) + + if (existingPoints.length === 0 || existingPoints[0].points < points) { + throw new MedusaError( + MedusaError.Types.NOT_ALLOWED, + "Insufficient loyalty points" + ) + } + + return await this.updateLoyaltyPoints({ + id: existingPoints[0].id, + points: existingPoints[0].points - points, + }) + } +} +``` + +The `deductPoints` method accepts the customer ID and the points to deduct. + +In the method, you retrieve the customer's existing loyalty points using the `listLoyaltyPoints` method. If the customer doesn't have existing points or if the points to deduct are greater than the existing points, you throw an error. + +Otherwise, you update the customer's loyalty points with the new value using the `updateLoyaltyPoints` method, which is automatically generated by `MedusaService`. + +Next, you'll add the method that retrieves the points of a customer. Add the following method to the `LoyaltyModuleService`: + +```ts title="src/modules/loyalty/service.ts" +class LoyaltyModuleService extends MedusaService({ + LoyaltyPoint, +}) { + // ... + async getPoints(customerId: string): Promise { + const points = await this.listLoyaltyPoints({ + customer_id: customerId, + }) + + return points[0]?.points || 0 + } +} +``` + +The `getPoints` method accepts the customer ID and retrieves the customer's loyalty points using the `listLoyaltyPoints` method. If the customer has no points, it returns `0`. + +#### Add Method to Map Points to Discount + +Finally, you'll add a method that implements the logic of mapping loyalty points to a discount amount. This is useful when the customer wants to redeem their points during checkout. + +The mapping logic may differ for each use case. For example, you may need to use a third-party service to map the loyalty points discount amount, or use some custom calculation. + +To simplify the logic in this tutorial, you'll use a simple calculation that maps 1 point to 1 currency unit. For example, `100` points = `$100` discount. + +Add the following method to the `LoyaltyModuleService`: + +```ts title="src/modules/loyalty/service.ts" +class LoyaltyModuleService extends MedusaService({ + LoyaltyPoint, +}) { + // ... + async calculatePointsFromAmount(amount: number): Promise { + // Convert amount to points using a standard conversion rate + // For example, $1 = 1 point + // Round down to nearest whole point + const points = Math.floor(amount) + + if (points < 0) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Amount cannot be negative" + ) + } + + return points + } +} +``` + +The `calculatePointsFromAmount` method accepts the amount and converts it to the nearest whole number of points. If the amount is negative, it throws an error. + +You'll use this method later to calculate the amount discounted when a customer redeems their loyalty points. + +### Export Module Definition + +The final piece to a module is its definition, which you export in an `index.ts` file at its root directory. This definition tells Medusa the name of the module and its service. + +So, create the file `src/modules/loyalty/index.ts` with the following content: + +```ts title="src/modules/loyalty/index.ts" +import { Module } from "@medusajs/framework/utils" +import LoyaltyModuleService from "./service" + +export const LOYALTY_MODULE = "loyalty" + +export default Module(LOYALTY_MODULE, { + service: LoyaltyModuleService, +}) +``` + +You use the `Module` function from the Modules SDK to create the module's definition. It accepts two parameters: + +1. The module's name, which is `loyalty`. +2. An object with a required property `service` indicating the module's service. + +You also export the module's name as `LOYALTY_MODULE` so you can reference it later. + +### Add Module to Medusa's Configurations + +Once you finish building the module, add it to Medusa's configurations to start using it. + +In `medusa-config.ts`, add a `modules` property and pass an array with your custom module: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "./src/modules/loyalty", + }, + ], +}) +``` + +Each object in the `modules` array has a `resolve` property, whose value is either a path to the module's directory, or an `npm` package’s name. + +### Generate Migrations + +Since data models represent tables in the database, you define how they're created in the database with migrations. A migration is a TypeScript or JavaScript file that defines database changes made by a module. + +Refer to the [Migrations documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#5-generate-migrations/index.html.md) to learn more. + +Medusa's CLI tool can generate the migrations for you. To generate a migration for the Loyalty Module, run the following command in your Medusa application's directory: + +```bash +npx medusa db:generate loyalty +``` + +The `db:generate` command of the Medusa CLI accepts the name of the module to generate the migration for. You'll now have a `migrations` directory under `src/modules/loyalty` that holds the generated migration. + +Then, to reflect these migrations on the database, run the following command: + +```bash +npx medusa db:migrate +``` + +The table for the `LoyaltyPoint` data model is now created in the database. + +*** + +## Step 3: Change Loyalty Points Flow + +Now that you have a module that stores and manages loyalty points in the database, you'll start building flows around it that allow customers to earn and redeem points. + +The first flow you'll build will either add points to a customer's loyalty points or deduct them based on a purchased order. If the customer hasn't redeemed points, the points are added to their loyalty points. Otherwise, the points are deducted from their loyalty points. + +To build custom commerce features in Medusa, you create a [workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). A workflow is a series of queries and actions, called steps, that complete a task. You construct a workflow like you construct a function, but it's a special function that allows you to track its executions' progress, define roll-back logic, and configure other advanced features. Then, you execute the workflow from other customizations, such as in an endpoint. + +In this section, you'll build the workflow that adds or deducts loyalty points for an order's customer. Later, you'll execute this workflow when an order is placed. + +Learn more about workflows in the [Workflows documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). + +The workflow will have the following steps: + +- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the order's details. +- [validateCustomerExistsStep](#validateCustomerExistsStep): Validate that the customer is registered. +- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. + +Medusa provides the `useQueryGraphStep` and `updatePromotionsStep` in its `@medusajs/medusa/core-flows` package. So, you'll only implement the other steps. + +### validateCustomerExistsStep + +In the workflow, you first need to validate that the customer is registered. Only registered customers can earn and redeem loyalty points. + +To do this, create the file `src/workflows/steps/validate-customer-exists.ts` with the following content: + +```ts title="src/workflows/steps/validate-customer-exists.ts" +import { CustomerDTO } from "@medusajs/framework/types" +import { createStep } from "@medusajs/framework/workflows-sdk" +import { MedusaError } from "@medusajs/framework/utils" + +export type ValidateCustomerExistsStepInput = { + customer: CustomerDTO | null | undefined +} + +export const validateCustomerExistsStep = createStep( + "validate-customer-exists", + async ({ customer }: ValidateCustomerExistsStepInput) => { + if (!customer) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Customer not found" + ) + } + + if (!customer.has_account) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Customer must have an account to earn or manage points" + ) + } + } +) +``` + +You create a step with `createStep` from the Workflows SDK. It accepts two parameters: + +1. The step's unique name, which is `validate-customer-exists`. +2. An async function that receives two parameters: + - The step's input, which is in this case an object with the customer's details. + - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of Framework and commerce tools that you can access in the step. + +In the step function, you validate that the customer is defined and that it's registered based on its `has_account` property. Otherwise, you throw an error. + +### getCartLoyaltyPromoStep + +Next, you'll need to retrieve the loyalty promotion applied on the cart, if there's any. This is useful to determine whether the customer has redeemed points. + +Before you create a step, you'll create a utility function that the step uses to retrieve the loyalty promotion of a cart. You'll create it as a separate utility function to use it later in other customizations. + +Create the file `src/utils/promo.ts` with the following content: + +```ts title="src/utils/promo.ts" +import { PromotionDTO, CustomerDTO, CartDTO } from "@medusajs/framework/types" + +export type CartData = CartDTO & { + promotions?: PromotionDTO[] + customer?: CustomerDTO + metadata: { + loyalty_promo_id?: string + } +} + +export function getCartLoyaltyPromotion( + cart: CartData +): PromotionDTO | undefined { + if (!cart?.metadata?.loyalty_promo_id) { + return + } + + return cart.promotions?.find( + (promotion) => promotion.id === cart.metadata.loyalty_promo_id + ) +} +``` + +You create a `getCartLoyaltyPromotion` function that accepts the cart's details as an input and returns the loyalty promotion if it exists. You retrieve the loyalty promotion if its ID is stored in the cart's `metadata.loyalty_promo_id` property. + +You can now create the step that uses this utility to retrieve a carts loyalty points promotion. To create the step, create the file `src/workflows/steps/get-cart-loyalty-promo.ts` with the following content: + +```ts title="src/workflows/steps/get-cart-loyalty-promo.ts" +import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" +import { CartData, getCartLoyaltyPromotion } from "../../utils/promo" +import { MedusaError } from "@medusajs/framework/utils" + +type GetCartLoyaltyPromoStepInput = { + cart: CartData, + throwErrorOn?: "found" | "not-found" +} + +export const getCartLoyaltyPromoStep = createStep( + "get-cart-loyalty-promo", + async ({ cart, throwErrorOn }: GetCartLoyaltyPromoStepInput) => { + const loyaltyPromo = getCartLoyaltyPromotion(cart) + + if (throwErrorOn === "found" && loyaltyPromo) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Loyalty promotion already applied to cart" + ) + } else if (throwErrorOn === "not-found" && !loyaltyPromo) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "No loyalty promotion found on cart" + ) + } + + return new StepResponse(loyaltyPromo) + } +) +``` + +You create a step that accepts an object having the following properties: + +- `cart`: The cart's details. +- `throwErrorOn`: An optional property that indicates whether to throw an error if the loyalty promotion is found or not found. + +The `throwErrorOn` property is useful to make the step reusable in different scenarios, allowing you to use it in later workflows. + +In the step, you call the `getCartLoyaltyPromotion` utility to retrieve the loyalty promotion. If the `throwErrorOn` property is set to `found` and the loyalty promotion is found, you throw an error. + +Otherwise, if the `throwErrorOn` property is set to `not-found` and the loyalty promotion is not found, you throw an error. + +To return data from a step, you return an instance of `StepResponse` from the Workflows SDK. It accepts as a parameter the data to return, which is the loyalty promotion in this case. + +### deductPurchasePointsStep + +If the order's cart has a loyalty promotion, you need to deduct points from the customer's loyalty points. To do this, create the file `src/workflows/steps/deduct-purchase-points.ts` with the following content: + +```ts title="src/workflows/steps/deduct-purchase-points.ts" highlights={deductStepHighlights} collapsibleLines="1-7" expandButtonLabel="Show Imports" +import { + createStep, + StepResponse +} from "@medusajs/framework/workflows-sdk" +import { LOYALTY_MODULE } from "../../modules/loyalty" +import LoyaltyModuleService from "../../modules/loyalty/service" + +type DeductPurchasePointsInput = { + customer_id: string + amount: number +} + +export const deductPurchasePointsStep = createStep( + "deduct-purchase-points", + async ({ + customer_id, amount + }: DeductPurchasePointsInput, { container }) => { + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + + const pointsToDeduct = await loyaltyModuleService.calculatePointsFromAmount( + amount + ) + + const result = await loyaltyModuleService.deductPoints( + customer_id, + pointsToDeduct + ) + + return new StepResponse(result, { + customer_id, + points: pointsToDeduct + }) + }, + async (data, { container }) => { + if (!data) { + return + } + + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + + // Restore points in case of failure + await loyaltyModuleService.addPoints( + data.customer_id, + data.points + ) + } +) +``` + +You create a step that accepts an object having the following properties: + +- `customer_id`: The ID of the customer to deduct points from. +- `amount`: The promotion's amount, which will be used to calculate the points to deduct. + +In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you use the `calculatePointsFromAmount` method to calculate the points to deduct from the promotion's amount. + +After that, you call the `deductPoints` method to deduct the points from the customer's loyalty points. + +Finally, you return a `StepResponse` with the result of the `deductPoints`. + +#### Compensation Function + +This step has a compensation function, which is passed as a third parameter to the `createStep` function. + +The compensation function undoes the actions performed in a step. Then, if an error occurs during the workflow's execution, the compensation functions of executed steps are called to roll back the changes. This mechanism ensures data consistency in your application, especially as you integrate external systems. + +The compensation function accepts two parameters: + +1. Data passed from the step function to the compensation function. The data is passed as a second parameter of the returned `StepResponse` instance. +2. An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md). + +In the compensation function, you resolve the Loyalty Module's service from the Medusa container. Then, you call the `addPoints` method to restore the points deducted from the customer's loyalty points if an error occurs. + +### addPurchaseAsPointsStep + +The last step you'll create adds points to the customer's loyalty points. You'll use this step if the customer didn't redeem points during checkout. + +To create the step, create the file `src/workflows/steps/add-purchase-as-points.ts` with the following content: + +```ts title="src/workflows/steps/add-purchase-as-points.ts" highlights={addPointsHighlights} collapsibleLines="1-7" expandButtonLabel="Show Imports" +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { LOYALTY_MODULE } from "../../modules/loyalty" +import LoyaltyModuleService from "../../modules/loyalty/service" + +type StepInput = { + customer_id: string + amount: number +} + +export const addPurchaseAsPointsStep = createStep( + "add-purchase-as-points", + async (input: StepInput, { container }) => { + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + + const pointsToAdd = await loyaltyModuleService.calculatePointsFromAmount( + input.amount + ) + + const result = await loyaltyModuleService.addPoints( + input.customer_id, + pointsToAdd + ) + + return new StepResponse(result, { + customer_id: input.customer_id, + points: pointsToAdd + }) + }, + async (data, { container }) => { + if (!data) { + return + } + + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + + await loyaltyModuleService.deductPoints( + data.customer_id, + data.points + ) + } +) +``` + +You create a step that accepts an object having the following properties: + +- `customer_id`: The ID of the customer to add points to. +- `amount`: The order's amount, which will be used to calculate the points to add. + +In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you use the `calculatePointsFromAmount` method to calculate the points to add from the order's amount. + +After that, you call the `addPoints` method to add the points to the customer's loyalty points. + +Finally, you return a `StepResponse` with the result of the `addPoints`. + +You also pass to the compensation function the customer's ID and the points added. In the compensation function, you deduct the points if an error occurs. + +### Add Utility Functions + +Before you create the workflow, you need a utility function that checks whether an order's cart has a loyalty promotion. This is useful to determine whether the customer redeemed points during checkout, allowing you to decide which steps to execute. + +To add the utility function, add the following to `src/utils/promo.ts`: + +```ts title="src/utils/promo.ts" +import { OrderDTO } from "@medusajs/framework/types" + +export type OrderData = OrderDTO & { + promotion?: PromotionDTO[] + customer?: CustomerDTO + cart?: CartData +} + +export const CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE = "customer_id" + +export function orderHasLoyaltyPromotion(order: OrderData): boolean { + const loyaltyPromotion = getCartLoyaltyPromotion( + order.cart as unknown as CartData + ) + + return loyaltyPromotion?.rules?.some((rule) => { + return rule?.attribute === CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE && ( + rule?.values?.some((value) => value.value === order.customer?.id) || false + ) + }) || false +} +``` + +You first define an `OrderData` type that extends the `OrderDTO` type. This type has the order's details, including the cart, customer, and promotions details. + +Then, you define a constant `CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE` that represents the attribute used in the promotion rule to check whether the customer ID is valid. + +Finally, you create the `orderHasLoyaltyPromotion` function that accepts an order's details and checks whether it has a loyalty promotion. It returns `true` if: + +- The order's cart has a loyalty promotion. You use the `getCartLoyaltyPromotion` utility to try to retrieve the loyalty promotion. +- The promotion's rules include the `customer_id` attribute and its value matches the order's customer ID. + - When you create the promotion for the cart later, you'll see how to set this rule. + +You'll use this utility in the workflow next. + +### Create the Workflow + +Now that you have all the steps, you can create the workflow that uses them. + +To create the workflow, create the file `src/workflows/handle-order-points.ts` with the following content: + +```ts title="src/workflows/handle-order-points.ts" highlights={handleOrderPointsHighlights} collapsibleLines="1-9" expandButtonLabel="Show Imports" +import { createWorkflow, when } from "@medusajs/framework/workflows-sdk" +import { updatePromotionsStep, useQueryGraphStep } from "@medusajs/medusa/core-flows" +import { validateCustomerExistsStep, ValidateCustomerExistsStepInput } from "./steps/validate-customer-exists" +import { deductPurchasePointsStep } from "./steps/deduct-purchase-points" +import { addPurchaseAsPointsStep } from "./steps/add-purchase-as-points" +import { OrderData, CartData } from "../utils/promo" +import { orderHasLoyaltyPromotion } from "../utils/promo" +import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" + +type WorkflowInput = { + order_id: string +} + +export const handleOrderPointsWorkflow = createWorkflow( + "handle-order-points", + ({ order_id }: WorkflowInput) => { + // @ts-ignore + const { data: orders } = useQueryGraphStep({ + entity: "order", + fields: [ + "id", + "customer.*", + "total", + "cart.*", + "cart.promotions.*", + "cart.promotions.rules.*", + "cart.promotions.rules.values.*", + "cart.promotions.application_method.*" + ], + filters: { + id: order_id + }, + options: { + throwIfKeyNotFound: true + } + }) + + validateCustomerExistsStep({ + customer: orders[0].customer + } as ValidateCustomerExistsStepInput) + + const loyaltyPointsPromotion = getCartLoyaltyPromoStep({ + cart: orders[0].cart as unknown as CartData, + }) + + when(orders, (orders) => + orderHasLoyaltyPromotion(orders[0] as unknown as OrderData) && + loyaltyPointsPromotion !== undefined + ) + .then(() => { + deductPurchasePointsStep({ + customer_id: orders[0].customer!.id, + amount: loyaltyPointsPromotion.application_method!.value as number + }) + + updatePromotionsStep([ + { + id: loyaltyPointsPromotion.id, + status: "inactive", + } + ]) + }) + + + when( + orders, + (order) => !orderHasLoyaltyPromotion(order[0] as unknown as OrderData) + ) + .then(() => { + addPurchaseAsPointsStep({ + customer_id: orders[0].customer!.id, + amount: orders[0].total + }) + }) + } +) +``` + +You create a workflow using `createWorkflow` from the Workflows SDK. It accepts the workflow's unique name as a first parameter. + +It accepts as a second parameter a constructor function, which is the workflow's implementation. The function can accept input, which in this case is an object with the order's ID. + +In the workflow's constructor function, you: + +- Use `useQueryGraphStep` to retrieve the order's details. You pass the order's ID as a filter to retrieve the order. + - This step uses [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), which is a tool that retrieves data across modules. +- Validate that the customer is registered using the `validateCustomerExistsStep`. +- Retrieve the cart's loyalty promotion using the `getCartLoyaltyPromoStep`. +- Use `when` to check whether the order's cart has a loyalty promotion. + - Since you can't perform data manipulation in a workflow's constructor function, `when` allows you to perform steps if a condition is satisfied. + - You pass as a first parameter the object to perform the condition on, which is the order in this case. In the second parameter, you pass a function that returns a boolean value, indicating whether the condition is satisfied. + - To specify the steps to perform if a condition is satisfied, you chain a `then` method to the `when` method. You can perform any step within the `then` method. + - In this case, if the order's cart has a loyalty promotion, you call the `deductPurchasePointsStep` to deduct points from the customer's loyalty points. You also call the `updatePromotionsStep` to deactivate the cart's loyalty promotion. +- You use another `when` to check whether the order's cart doesn't have a loyalty promotion. + - If the condition is satisfied, you call the `addPurchaseAsPointsStep` to add points to the customer's loyalty points. + +You'll use this workflow next when an order is placed. + +To learn more about the constraints on a workflow's constructor function, refer to the [Workflow Constraints](https://docs.medusajs.com/docs/learn/fundamentals/workflows/constructor-constraints/index.html.md) documentation. Refer to the [When-Then](https://docs.medusajs.com/docs/learn/fundamentals/workflows/conditions/index.html.md) documentation to learn more about the `when` method and how to use it in a workflow. + +*** + +## Step 4: Handle Order Placed Event + +Now that you have the workflow that handles adding or deducting loyalty points for an order, you need to execute it when an order is placed. + +Medusa has an event system that allows you to listen to events emitted by the Medusa server using a [subscriber](https://docs.medusajs.com/docs//learn/fundamentals/events-and-subscribers/index.html.md). A subscriber is an asynchronous function that's executed when its associated event is emitted. In a subscriber, you can execute a workflow that performs actions in result of the event. + +In this step, you'll create a subscriber that listens to the `order.placed` event and executes the `handleOrderPointsWorkflow` workflow. + +Refer to the [Events and Subscribers](https://docs.medusajs.com/docs/learn/fundamentals/events-and-subscribers/index.html.md) documentation to learn more. + +Subscribers are created in a TypeScript or JavaScript file under the `src/subscribers` directory. So, to create a subscriber, create the fle `src/subscribers/order-placed.ts` with the following content: + +```ts title="src/subscribers/order-placed.ts" +import type { + SubscriberArgs, + SubscriberConfig, +} from "@medusajs/framework" +import { handleOrderPointsWorkflow } from "../workflows/handle-order-points" + +export default async function orderPlacedHandler({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + await handleOrderPointsWorkflow(container).run({ + input: { + order_id: data.id, + }, + }) +} + +export const config: SubscriberConfig = { + event: "order.placed", +} +``` + +The subscriber file must export: + +- An asynchronous subscriber function that's executed whenever the associated event, which is `order.placed` is triggered. +- A configuration object with an event property whose value is the event the subscriber is listening to. You can also pass an array of event names to listen to multiple events in the same subscriber. + +The subscriber function accepts an object with the following properties: + +- `event`: An object with the event's data payload. For example, the `order.placed` event has the order's ID in its data payload. +- `container`: The Medusa container, which you can use to resolve services and tools. + +In the subscriber function, you execute the `handleOrderPointsWorkflow` by invoking it, passing it the Medusa container, then using its `run` method, passing it the workflow's input. + +Whenever an order is placed now, the subscriber will be executed, which in turn will execute the workflow that handles the loyalty points flow. + +### Test it Out + +To test out the loyalty points flow, you'll use the [Next.js Starter Storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md) that you installed in the first step. As mentioned in that step, the storefront will be installed in a separate directory from the Medusa application, and its name is `{project-name}-storefront`, where `{project-name}` is the name of your Medusa application's directory. + +So, run the following command in the Medusa application's directory to start the Medusa server: + +```bash title="Medusa Application" +npm run dev +``` + +Then, run the following command in the Next.js Starter Storefront's directory to start the Next.js server: + +```bash title="Next.js Starter Storefront" +npm run dev +``` + +The Next.js Starter Storefront will be running on `http://localhost:8000`, and the Medusa server will be running on `http://localhost:9000`. + +Open the Next.js Starter Storefront in your browser and create a new account by going to Account at the top right. + +Once you're logged in, add an item to the cart and go through the checkout flow. + +After you place the order, you'll see the following message in your Medusa application's terminal: + +```bash +info: Processing order.placed which has 1 subscribers +``` + +This message indicates that the `order.placed` event was emitted, and that your subscriber was executed. + +Since you didn't redeem any points during checkout, loyalty points will be added to your account. You'll implement an API route that allows you to retrieve the loyalty points in the next step. + +*** + +## Step 5: Retrieve Loyalty Points API Route + +Next, you want to allow customers to view their loyalty points. You can show them on their profile page, or during checkout. + +To expose a feature to clients, you create an [API route](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). An API Route is an endpoint that exposes commerce features to external applications and clients, such as storefronts. + +You'll create an API route at the path `/store/customers/me/loyalty-points` that returns the loyalty points of the authenticated customer. + +Learn more about API routes in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). + +An API route is created in a `route.ts` file under a sub-directory of the `src/api` directory. The path of the API route is the file's path relative to `src/api`. + +So, to create an API route at the path `/store/customers/me/loyalty-points`, create the file `src/api/store/customers/me/loyalty-points/route.ts` with the following content: + +```ts title="src/api/store/customers/me/loyalty-points/route.ts" + +import { + AuthenticatedMedusaRequest, + MedusaResponse +} from "@medusajs/framework/http"; +import { LOYALTY_MODULE } from "../../../../../modules/loyalty"; +import LoyaltyModuleService from "../../../../../modules/loyalty/service"; + +export async function GET( + req: AuthenticatedMedusaRequest, + res: MedusaResponse +) { + const loyaltyModuleService: LoyaltyModuleService = req.scope.resolve( + LOYALTY_MODULE + ) + + const points = await loyaltyModuleService.getPoints( + req.auth_context.actor_id + ) + + res.json({ + points, + }) +} +``` + +Since you export a `GET` route handler function, you're exposing a `GET` endpoint at `/store/customers/me/loyalty-points`. The route handler function accepts two parameters: + +1. A request object with details and context on the request, such as body parameters or authenticated customer details. +2. A response object to manipulate and send the response. + +In the route handler, you resolve the Loyalty Module's service from the Medusa container (which is available at `req.scope`). + +Then, you call the service's `getPoints` method to retrieve the authenticated customer's loyalty points. Note that routes starting with `/store/customers/me` are only accessible by authenticated customers. You can access the authenticated customer ID from the request's context, which is available at `req.auth_context.actor_id`. + +Finally, you return the loyalty points in the response. + +You'll test out this route as you customize the Next.js Starter Storefront next. + +*** + +## Step 6: Show Loyalty Points During Checkout + +Now that you have the API route to retrieve the loyalty points, you can show them during checkout. + +In this step, you'll customize the Next.js Starter Storefront to show the loyalty points in the checkout page. + +First, you'll add a server action function that retrieves the loyalty points from the route you created earlier. In `src/lib/data/customer.ts`, add the following function: + +```ts title="src/lib/data/customer.ts" badgeLabel="Storefront" badgeColor="blue" +export const getLoyaltyPoints = async () => { + const headers = { + ...(await getAuthHeaders()), + } + + return sdk.client.fetch<{ points: number }>( + `/store/customers/me/loyalty-points`, + { + method: "GET", + headers, + } + ) + .then(({ points }) => points) + .catch(() => null) +} +``` + +You add a `getLoyaltyPoints` function that retrieves the authenticated customer's loyalty points from the API route you created earlier. You pass the authentication headers using the `getAuthHeaders` function, which is a utility function defined in the Next.js Starter Storefront. + +If the customer isn't authenticated, the request will fail. So, you catch the error and return `null` in that case. + +Next, you'll create a component that shows the loyalty points in the checkout page. Create the file `src/modules/checkout/components/loyalty-points/index.tsx` with the following content: + +```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" highlights={loyaltyPointsHighlights} +"use client" + +import { HttpTypes } from "@medusajs/types" +import { useEffect, useMemo, useState } from "react" +import { getLoyaltyPoints } from "../../../../lib/data/customer" +import { Button, Heading } from "@medusajs/ui" +import Link from "next/link" + +type LoyaltyPointsProps = { + cart: HttpTypes.StoreCart & { + promotions: HttpTypes.StorePromotion[] + } +} + +const LoyaltyPoints = ({ cart }: LoyaltyPointsProps) => { + const isLoyaltyPointsPromoApplied = useMemo(() => { + return cart.promotions.find( + (promo) => promo.id === cart.metadata?.loyalty_promo_id + ) !== undefined + }, [cart]) + const [loyaltyPoints, setLoyaltyPoints] = useState< + number | null + >(null) + + useEffect(() => { + getLoyaltyPoints() + .then((points) => { + console.log(points) + setLoyaltyPoints(points) + }) + }, []) + + const handleTogglePromotion = async ( + e: React.MouseEvent + ) => { + e.preventDefault() + // TODO apply or remove loyalty promotion + } + + return ( + <> +
+
+ + Loyalty Points + + {loyaltyPoints === null && ( + + Sign up to get and use loyalty points + + )} + {loyaltyPoints !== null && ( +
+ + + You have {loyaltyPoints} loyalty points + +
+ )} +
+ + ) +} + +export default LoyaltyPoints +``` + +You create a `LoyaltyPoints` component that accepts the cart's details as a prop. In the component, you: + +- Create a `isLoyaltyPointsPromoApplied` memoized value that checks whether the cart has a loyalty promotion applied. You use the `cart.metadata.loyalty_promo_id` property to check this. +- Create a `loyaltyPoints` state to store the customer's loyalty points. +- Call the `getLoyaltyPoints` function in a `useEffect` hook to retrieve the loyalty points from the API route you created earlier. You set the `loyaltyPoints` state with the retrieved points. +- Define `handleTogglePromotion` that, when clicked, would either apply or remove the promotion. You'll implement these functionalities later. +- Render the loyalty points in the component. If the customer isn't authenticated, you show a link to the account page to sign up. Otherwise, you show the loyalty points and a button to apply or remove the promotion. + +Next, you'll show this component at the end of the checkout's summary component. So, import the component in `src/modules/checkout/templates/checkout-summary/index.tsx`: + +```tsx title="src/modules/checkout/templates/checkout-summary/index.tsx" badgeLabel="Storefront" badgeColor="blue" +import LoyaltyPoints from "../../components/loyalty-points" +``` + +Then, in the return statement of the `CheckoutSummary` component, add the following after the `div` wrapping the `DiscountCode`: + +```tsx title="src/modules/checkout/templates/checkout-summary/index.tsx" badgeLabel="Storefront" badgeColor="blue" + +``` + +This will show the loyalty points component at the end of the checkout summary. + +### Test it Out + +To test out the customizations to the checkout flow, make sure both the Medusa application and Next.js Starter Storefront are running. + +Then, as an authenticated customer, add an item to cart and proceed to checkout. You'll find a new "Loyalty Points" section at the end of the checkout summary. + +![Loyalty Points Section at the end of the summary section at the right](https://res.cloudinary.com/dza7lstvk/image/upload/v1744195223/Medusa%20Resources/Screenshot_2025-04-09_at_1.39.34_PM_l5oltc.png) + +If you made a purchase before, you can see your loyalty points. You'll also see the "Apply Loyalty Points" button, which doesn't yet do anything. You'll add the functionality next. + +*** + +## Step 7: Apply Loyalty Points to Cart + +The next feature you'll implement allows the customer to apply their loyalty points during checkout. To implement the feature, you need: + +- A workflow that implements the steps of the apply loyalty points flow. +- An API route that exposes the workflow's functionality to clients. You'll then send a request to this API route to apply the loyalty points on the customer's cart. +- A function in the Next.js Starter Storefront that sends the request to the API route you created earlier. + +The workflow will have the following steps: + +- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details. +- [validateCustomerExistsStep](#validateCustomerExistsStep): Validate that the customer is registered. +- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. +- [getCartLoyaltyPromoAmountStep](#getCartLoyaltyPromoAmountStep): Get the amount to be discounted based on the loyalty points. +- [createPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPromotionsStep/index.html.md): Create a new loyalty promotion for the cart. +- [updateCartPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/workflows/updateCartPromotionsWorkflow/index.html.md): Update the cart's promotions with the new loyalty promotion. +- [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md): Update the cart to store the ID of the loyalty promotion in the metadata. +- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details again. + +Most of the workflow's steps are either provided by Medusa in the `@medusajs/medusa/core-flows` package or steps you've already implemented. You only need to implement the `getCartLoyaltyPromoAmountStep` step. + +### getCartLoyaltyPromoAmountStep + +The fourth step in the workflow is the `getCartLoyaltyPromoAmountStep`, which retrieves the amount to be discounted based on the loyalty points. This step is useful to determine how much discount to apply to the cart. + +To create the step, create the file `src/workflows/steps/get-cart-loyalty-promo-amount.ts` with the following content: + +```ts title="src/workflows/steps/get-cart-loyalty-promo-amount.ts" highlights={getCartLoyaltyPromoAmountStepHighlights} +import { PromotionDTO, CustomerDTO } from "@medusajs/framework/types" +import { MedusaError } from "@medusajs/framework/utils" +import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" +import LoyaltyModuleService from "../../modules/loyalty/service" +import { LOYALTY_MODULE } from "../../modules/loyalty" + +export type GetCartLoyaltyPromoAmountStepInput = { + cart: { + id: string + customer: CustomerDTO + promotions?: PromotionDTO[] + total: number + } +} + +export const getCartLoyaltyPromoAmountStep = createStep( + "get-cart-loyalty-promo-amount", + async ({ cart }: GetCartLoyaltyPromoAmountStepInput, { container }) => { + // Check if customer has any loyalty points + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + const loyaltyPoints = await loyaltyModuleService.getPoints( + cart.customer.id + ) + + if (loyaltyPoints <= 0) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Customer has no loyalty points" + ) + } + + const pointsAmount = await loyaltyModuleService.calculatePointsFromAmount( + loyaltyPoints + ) + + const amount = Math.min(pointsAmount, cart.total) + + return new StepResponse(amount) + } +) +``` + +You create a step that accepts an object having the cart's details. + +In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you call the `getPoints` method to retrieve the customer's loyalty points. If the customer has no loyalty points, you throw an error. + +Next, you call the `calculatePointsFromAmount` method to calculate the amount to be discounted based on the loyalty points. You use the `Math.min` function to ensure that the amount doesn't exceed the cart's total. + +Finally, you return a `StepResponse` with the amount to be discounted. + +### Create the Workflow + +You can now create the workflow that applies a loyalty promotion to the cart. + +To create the workflow, create the file `src/workflows/apply-loyalty-on-cart.ts` with the following content: + +```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={applyLoyaltyOnCartWorkflowHighlights} collapsibleLines="1-24" expandButtonLabel="Show Imports" +import { + createWorkflow, + transform, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" +import { + createPromotionsStep, + updateCartPromotionsWorkflow, + updateCartsStep, + useQueryGraphStep +} from "@medusajs/medusa/core-flows" +import { + validateCustomerExistsStep, + ValidateCustomerExistsStepInput +} from "./steps/validate-customer-exists" +import { + getCartLoyaltyPromoAmountStep, + GetCartLoyaltyPromoAmountStepInput +} from "./steps/get-cart-loyalty-promo-amount" +import { CartData, CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE, } from "../utils/promo" +import { CreatePromotionDTO } from "@medusajs/framework/types" +import { PromotionActions } from "@medusajs/framework/utils" +import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" + +type WorkflowInput = { + cart_id: string +} + +const fields = [ + "id", + "customer.*", + "promotions.*", + "promotions.application_method.*", + "promotions.rules.*", + "promotions.rules.values.*", + "currency_code", + "total", + "metadata" +] + +export const applyLoyaltyOnCartWorkflow = createWorkflow( + "apply-loyalty-on-cart", + (input: WorkflowInput) => { + // @ts-ignore + const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields, + filters: { + id: input.cart_id + }, + options: { + throwIfKeyNotFound: true + } + }) + + validateCustomerExistsStep({ + customer: carts[0].customer + } as ValidateCustomerExistsStepInput) + + getCartLoyaltyPromoStep({ + cart: carts[0] as unknown as CartData, + throwErrorOn: "found" + }) + + const amount = getCartLoyaltyPromoAmountStep({ + cart: carts[0] + } as unknown as GetCartLoyaltyPromoAmountStepInput) + + // TODO create and apply the promotion on the cart + } +) +``` + +You create a workflow that accepts an object with the cart's ID as input. + +So far, you: + +- Use `useQueryGraphStep` to retrieve the cart's details. You pass the cart's ID as a filter to retrieve the cart. +- Validate that the customer is registered using the `validateCustomerExistsStep`. +- Check whether the cart has a loyalty promotion using the `getCartLoyaltyPromoStep`. You pass the `throwErrorOn` parameter with the value `found` to throw an error if a loyalty promotion is found in the cart. +- Retrieve the amount to be discounted based on the loyalty points using the `getCartLoyaltyPromoAmountStep`. + +Next, you need to create a new loyalty promotion for the cart. First, you'll prepare the data of the promotion to be created. + +Replace the `TODO` with the following: + +```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={prepareLoyaltyPromoDataHighlights} +const promoToCreate = transform({ + carts, + amount +}, (data) => { + const randomStr = Math.random().toString(36).substring(2, 8) + const uniqueId = ( + "LOYALTY-" + data.carts[0].customer?.first_name + "-" + randomStr + ).toUpperCase() + return { + code: uniqueId, + type: "standard", + status: "active", + application_method: { + type: "fixed", + value: data.amount, + target_type: "order", + currency_code: data.carts[0].currency_code, + allocation: "across", + }, + rules: [ + { + attribute: CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE, + operator: "eq", + values: [data.carts[0].customer!.id] + } + ], + campaign: { + name: uniqueId, + description: "Loyalty points promotion for " + data.carts[0].customer!.email, + campaign_identifier: uniqueId, + budget: { + type: "usage", + limit: 1 + } + } + } +}) + +// TODO create promotion and apply it on cart +``` + +Since data manipulation isn't allowed in a workflow constructor, you use the [transform](https://docs.medusajs.com/docs/learn/fundamentals/workflows/variable-manipulation/index.html.md) function from the Workflows SDK. It accepts two parameters: + +- The data to perform manipulation on. In this case, you pass the cart's details and the amount to be discounted. +- A function that receives the data from the first parameter, and returns the transformed data. + +In the transformation function, you prepare th data of the loyalty promotion to be created. Some key details include: + +- You set the discount amount in the application method of the promotion. +- You add a rule to the promotion that ensures it can be used only in carts having their `customer_id` equal to this customer's ID. This prevents other customers from using this promotion. +- You create a campaign for the promotion, and you set the campaign budget to a single usage. This prevents the customer from using the promotion again. + +Learn more about promotion concepts in the [Promotion Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/index.html.md)'s documentation. + +You can now use the returned data to create a promotion and apply it to the cart. Replace the new `TODO` with the following: + +```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={createLoyaltyPromoStepHighlights} +const loyaltyPromo = createPromotionsStep([ + promoToCreate +] as CreatePromotionDTO[]) + +const { metadata, ...updatePromoData } = transform({ + carts, + promoToCreate, + loyaltyPromo +}, (data) => { + const promos = [ + ...(data.carts[0].promotions?.map((promo) => promo?.code).filter(Boolean) || []) as string[], + data.promoToCreate.code + ] + + return { + cart_id: data.carts[0].id, + promo_codes: promos, + action: PromotionActions.ADD, + metadata: { + loyalty_promo_id: data.loyaltyPromo[0].id + } + } +}) + +updateCartPromotionsWorkflow.runAsStep({ + input: updatePromoData +}) + +updateCartsStep([ + { + id: input.cart_id, + metadata + } +]) + +// retrieve cart with updated promotions +// @ts-ignore +const { data: updatedCarts } = useQueryGraphStep({ + entity: "cart", + fields, + filters: { id: input.cart_id }, +}).config({ name: "retrieve-cart" }) + +return new WorkflowResponse(updatedCarts[0]) +``` + +In the rest of the workflow, you: + +- Create the loyalty promotion using the data you prepared earlier using the `createPromotionsStep`. +- Use the `transform` function to prepare the data to update the cart's promotions. You add the new loyalty promotion code to the cart's promotions codes, and set the `loyalty_promo_id` in the cart's metadata. +- Update the cart's promotions with the new loyalty promotion using the `updateCartPromotionsWorkflow` workflow. +- Update the cart's metadata with the loyalty promotion ID using the `updateCartsStep`. +- Retrieve the cart's details again using `useQueryGraphStep` to get the updated cart with the new loyalty promotion. + +To return data from the workflow, you must return an instance of `WorkflowResponse`. You pass it the data to be returned, which is in this case the cart's details. + +### Create the API Route + +Next, you'll create the API route that executes this workflow. + +To create the API route, create the file `src/api/store/carts/[id]/loyalty-points/route.ts` with the following content: + +```ts title="src/api/store/carts/[id]/loyalty-points/route.ts" +import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http"; +import { applyLoyaltyOnCartWorkflow } from "../../../../../workflows/apply-loyalty-on-cart"; + +export async function POST( + req: MedusaRequest, + res: MedusaResponse +) { + const { id: cart_id } = req.params + + const { result: cart } = await applyLoyaltyOnCartWorkflow(req.scope) + .run({ + input: { + cart_id + } + }) + + res.json({ cart }) +} +``` + +Since you export a `POST` route handler, you expose a `POST` API route at `/store/carts/[id]/loyalty-points`. + +In the route handler, you execute the `applyLoyaltyOnCartWorkflow` workflow, passing it the cart ID as an input. You return the cart's details in the response. + +You can now use this API route in the Next.js Starter Storefront. + +### Apply Loyalty Points in the Storefront + +In the Next.js Starter Storefront, you need to add a server action function that sends a request to the API route you created earlier. Then, you'll use that function when the customer clicks the "Apply Loyalty Points" button. + +To add the function, add the following to `src/lib/data/cart.ts` in the Next.js Starter Storefront: + +```ts title="src/lib/data/cart.ts" badgeLabel="Storefront" badgeColor="blue" +export async function applyLoyaltyPointsOnCart() { + const cartId = await getCartId() + const headers = { + ...(await getAuthHeaders()), + } + + return await sdk.client.fetch<{ + cart: HttpTypes.StoreCart & { + promotions: HttpTypes.StorePromotion[] + } + }>(`/store/carts/${cartId}/loyalty-points`, { + method: "POST", + headers, + }) + .then(async (result) => { + const cartCacheTag = await getCacheTag("carts") + revalidateTag(cartCacheTag) + + return result + }) +} +``` + +You create an `applyLoyaltyPointsOnCart` function that sends a request to the API route you created earlier. + +In the function, you retrieve the cart ID stored in the cookie using the `getCartId` function, which is available in the Next.js Starter Storefront. + +Then, you send the request. Once the request is resolved successfully, you revalidate the cart cache tag to ensure that the cart's details are updated and refetched by other components. This ensures that the applied promotion is shown in the checkout summary without needing to refresh the page. + +Finally, you'll use this function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. + +At the top of `src/modules/checkout/components/loyalty-points/index.tsx`, import the function: + +```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" +import { applyLoyaltyPointsOnCart } from "../../../../lib/data/cart" +``` + +Then, replace the `handleTogglePromotion` function with the following: + +```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" +const handleTogglePromotion = async ( + e: React.MouseEvent +) => { + e.preventDefault() + if (!isLoyaltyPointsPromoApplied) { + await applyLoyaltyPointsOnCart() + } else { + // TODO remove loyalty points + } +} +``` + +In the `handleTogglePromotion` function, you call the `applyLoyaltyPointsOnCart` function if the cart doesn't have a loyalty promotion. This will send a request to the API route you created earlier, which will execute the workflow that applies the loyalty promotion to the cart. + +You'll implement removing the loyalty points promotion in a later step. + +### Test it Out + +To test out applying the loyalty points on the cart, start the Medusa application and Next.js Starter Storefront. + +Then, in the checkout flow as an authenticated customer, click on the "Apply Loyalty Points" button. The checkout summary will be updated with the applied promotion and the discount amount. + +If you don't want the promotion to be shown in the "Promotions(s) applied" section, you can filter the promotions in `src/modules/checkout/components/discount-code/index.tsx` to not show a promotion matching `cart.metadata.loyalty_promo_id`. + +![Discounted amount is shown as part of the summary and the promotion is shown as part of the applied promotions](https://res.cloudinary.com/dza7lstvk/image/upload/v1744200895/Medusa%20Resources/Screenshot_2025-04-09_at_3.14.19_PM_abmtjh.png) + +*** + +## Step 8: Remove Loyalty Points From Cart + +In this step, you'll implement the functionality to remove the loyalty points promotion from the cart. This is useful if the customer changes their mind and wants to remove the promotion. + +To implement this functionality, you'll need to: + +- Create a workflow that removes the loyalty points promotion from the cart. +- Create an API route that executes the workflow. +- Create a function in the Next.js Starter Storefront that sends a request to the API route you created earlier. +- Use the function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. + +### Create the Workflow + +The workflow will have the following steps: + +- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details. +- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. +- [updateCartPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/workflows/updateCartPromotionsWorkflow/index.html.md): Update the cart's promotions to remove the loyalty promotion. +- [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md): Update the cart to remove the loyalty promotion ID from the metadata. +- [updatePromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePromotionsStep/index.html.md): Deactive the loyalty promotion. +- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details again. + +Since you already have all the steps, you can create the workflow. + +To create the workflow, create the file `src/workflows/remove-loyalty-from-cart.ts` with the following content: + +```ts title="src/workflows/remove-loyalty-from-cart.ts" collapsibleLines="1-15" expandButtonLabel="Show Imports" highlights={removeLoyaltyFromCartWorkflowHighlights} +import { + createWorkflow, + transform, + WorkflowResponse +} from "@medusajs/framework/workflows-sdk" +import { + useQueryGraphStep, + updateCartPromotionsWorkflow, + updateCartsStep, + updatePromotionsStep +} from "@medusajs/medusa/core-flows" +import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" +import { PromotionActions } from "@medusajs/framework/utils" +import { CartData } from "../utils/promo" + +type WorkflowInput = { + cart_id: string +} + +const fields = [ + "id", + "customer.*", + "promotions.*", + "promotions.application_method.*", + "promotions.rules.*", + "promotions.rules.values.*", + "currency_code", + "total", + "metadata" +] + +export const removeLoyaltyFromCartWorkflow = createWorkflow( + "remove-loyalty-from-cart", + (input: WorkflowInput) => { + // @ts-ignore + const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields, + filters: { + id: input.cart_id + } + }) + + const loyaltyPromo = getCartLoyaltyPromoStep({ + cart: carts[0] as unknown as CartData, + throwErrorOn: "not-found" + }) + + updateCartPromotionsWorkflow.runAsStep({ + input: { + cart_id: input.cart_id, + promo_codes: [loyaltyPromo.code!], + action: PromotionActions.REMOVE + } + }) + + const newMetadata = transform({ + carts + }, (data) => { + const { loyalty_promo_id, ...rest } = data.carts[0].metadata || {} + + return { + ...rest, + loyalty_promo_id: null + } + }) + + updateCartsStep([ + { + id: input.cart_id, + metadata: newMetadata + } + ]) + + updatePromotionsStep([ + { + id: loyaltyPromo.id, + status: "inactive" + } + ]) + + // retrieve cart with updated promotions + // @ts-ignore + const { data: updatedCarts } = useQueryGraphStep({ + entity: "cart", + fields, + filters: { id: input.cart_id }, + }).config({ name: "retrieve-cart" }) + + return new WorkflowResponse(updatedCarts[0]) + } +) +``` + +You create a workflow that accepts an object with the cart's ID as input. + +In the workflow, you: + +- Use `useQueryGraphStep` to retrieve the cart's details. You pass the cart's ID as a filter to retrieve the cart. +- Check whether the cart has a loyalty promotion using the `getCartLoyaltyPromoStep`. You pass the `throwErrorOn` parameter with the value `not-found` to throw an error if a loyalty promotion isn't found in the cart. +- Update the cart's promotions using the `updateCartPromotionsWorkflow`, removing the loyalty promotion. +- Use the `transform` function to prepare the new metadata of the cart. You remove the `loyalty_promo_id` from the metadata. +- Update the cart's metadata with the new metadata using the `updateCartsStep`. +- Deactivate the loyalty promotion using the `updatePromotionsStep`. +- Retrieve the cart's details again using `useQueryGraphStep` to get the updated cart with the new loyalty promotion. +- Return the cart's details in a `WorkflowResponse` instance. + +### Create the API Route + +Next, you'll create the API route that executes this workflow. + +To create the API route, add the following in `src/api/store/carts/[id]/loyalty-points/route.ts`: + +```ts title="src/api/store/carts/[id]/loyalty-points/route.ts" +// other imports... +import { removeLoyaltyFromCartWorkflow } from "../../../../../workflows/remove-loyalty-from-cart"; + +// ... +export async function DELETE( + req: MedusaRequest, + res: MedusaResponse +) { + const { id: cart_id } = req.params + + const { result: cart } = await removeLoyaltyFromCartWorkflow(req.scope) + .run({ + input: { + cart_id + } + }) + + res.json({ cart }) +} +``` + +You export a `DELETE` route handler, which exposes a `DELETE` API route at `/store/carts/[id]/loyalty-points`. + +In the route handler, you execute the `removeLoyaltyFromCartWorkflow` workflow, passing it the cart ID as an input. You return the cart's details in the response. + +You can now use this API route in the Next.js Starter Storefront. + +### Remove Loyalty Points in the Storefront + +In the Next.js Starter Storefront, you need to add a server action function that sends a request to the API route you created earlier. Then, you'll use that function when the customer clicks the "Remove Loyalty Points" button, which shows when the cart has a loyalty promotion applied. + +To add the function, add the following to `src/lib/data/cart.ts`: + +```ts title="src/lib/data/cart.ts" badgeLabel="Storefront" badgeColor="blue" +export async function removeLoyaltyPointsOnCart() { + const cartId = await getCartId() + const headers = { + ...(await getAuthHeaders()), + } + const next = { + ...(await getCacheOptions("carts")), + } + + return await sdk.client.fetch<{ + cart: HttpTypes.StoreCart & { + promotions: HttpTypes.StorePromotion[] + } + }>(`/store/carts/${cartId}/loyalty-points`, { + method: "DELETE", + headers, + }) + .then(async (result) => { + const cartCacheTag = await getCacheTag("carts") + revalidateTag(cartCacheTag) + + return result + }) +} +``` + +You create a `removeLoyaltyPointsOnCart` function that sends a request to the API route you created earlier. + +In the function, you retrieve the cart ID stored in the cookie using the `getCartId` function, which is available in the Next.js Starter Storefront. + +Then, you send the request to the API route. Once the request is resolved successfully, you revalidate the cart cache tag to ensure that the cart's details are updated and refetched by other components. This ensures that the promotion is removed from the checkout summary without needing to refresh the page. + +Finally, you'll use this function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. + +At the top of `src/modules/checkout/components/loyalty-points/index.tsx`, add the following import: + +```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" +import { removeLoyaltyPointsOnCart } from "../../../../lib/data/cart" +``` + +Then, replace the `TODO` in `handleTogglePromotion` with the following: + +```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" +await removeLoyaltyPointsOnCart() +``` + +In the `handleTogglePromotion` function, you call the `removeLoyaltyPointsOnCart` function if the cart has a loyalty promotion. This will send a request to the API route you created earlier, which will execute the workflow that removes the loyalty promotion from the cart. + +### Test it Out + +To test out removing the loyalty points from the cart, start the Medusa application and Next.js Starter Storefront. + +Then, in the checkout flow as an authenticated customer, after applying the loyalty points, click on the "Remove Loyalty Points" button. The checkout summary will be updated with the removed promotion and the discount amount. + +![The "Remove Loyalty Points" button is shown in the "Loyalty Points" section](https://res.cloudinary.com/dza7lstvk/image/upload/v1744204436/Medusa%20Resources/Screenshot_2025-04-09_at_4.13.24_PM_xt5trh.png) + +*** + +## Step 9: Validate Loyalty Points on Cart Completion + +After the customer applies the loyalty points to the cart and places the order, you need to validate that the customer actually has the loyalty points. This prevents edge cases where the customer may have applied the loyalty points previously but they don't have them anymore. + +So, in this step, you'll hook into Medusa's cart completion flow to perform the validation. + +Since Medusa uses workflows in its API routes, it allows you to hook into them and perform custom functionalities using [Workflow Hooks](https://docs.medusajs.com/docs/learn/fundamentals/workflows/workflow-hooks/index.html.md). A workflow hook is a point in a workflow where you can inject custom functionality as a step function, called a hook handler. + +Medusa uses the [completeCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeCartWorkflow/index.html.md) hook to complete the cart and place an order. This workflow has a `validate` hook that allows you to perform custom validation before the cart is completed. + +To consume the `validate` hook, create the file `src/workflows/hooks/complete-cart.ts` with the following content: + +```ts title="src/workflows/hooks/complete-cart.ts" highlights={completeCartWorkflowHookHighlights} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import { completeCartWorkflow } from "@medusajs/medusa/core-flows"; +import LoyaltyModuleService from "../../modules/loyalty/service"; +import { LOYALTY_MODULE } from "../../modules/loyalty"; +import { CartData, getCartLoyaltyPromotion } from "../../utils/promo"; +import { MedusaError } from "@medusajs/framework/utils"; + +completeCartWorkflow.hooks.validate( + async ({ cart }, { container }) => { + const query = container.resolve("query") + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + + const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "id", + "promotions.*", + "customer.*", + "promotions.rules.*", + "promotions.rules.values.*", + "promotions.application_method.*", + "metadata" + ], + filters: { + id: cart.id + } + }, { + throwIfKeyNotFound: true + }) + + const loyaltyPromo = getCartLoyaltyPromotion( + carts[0] as unknown as CartData + ) + + if (!loyaltyPromo) { + return + } + + const customerLoyaltyPoints = await loyaltyModuleService.getPoints( + carts[0].customer!.id + ) + const requiredPoints = await loyaltyModuleService.calculatePointsFromAmount( + loyaltyPromo.application_method!.value as number + ) + + if (customerLoyaltyPoints < requiredPoints) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + `Customer does not have enough loyalty points. Required: ${ + requiredPoints + }, Available: ${customerLoyaltyPoints}` + ) + } + } +) +``` + +Workflows have a special `hooks` property that includes all the hooks tht you can consume in that workflow. You consume the hook by invoking it from the workflow's `hooks` property. + +Since the hook is essentially a step function, it accepts the following parameters: + +- The hook's input passed from the workflow, which differs for each hook. The `validate` hook receives an object having the cart's details. +- The step context object, which contains the Medusa container. You can use it to resolve services and perform actions. + +In the hook, you resolve Query and the Loyalty Module's service. Then, you use Query to retrieve the cart's necessary details, including its promotions, customer, and metadata. + +After that, you retrieve the customer's loyalty points and calculate the required points to apply the loyalty promotion. + +If the customer doesn't have enough loyalty points, you throw an error. This will prevent the cart from being completed if the customer doesn't have enough loyalty points. + +*** + +## Test Out Cart Completion with Loyalty Points + +Since you now have the entire loyalty points flow implemented, you can test it out by going through the checkout flow, applying the loyalty points to the cart. + +When you place the order, if the customer has sufficient loyalty points, the validation hook will pass. + +Then, the `order.placed` event will be emitted, which will execute the subscriber that calls the `handleOrderPointsWorkflow`. + +In the workflow, since the order's cart has a loyalty promotion, the points equivalent to the promotion will be deducted, and the promotion becomes inactive. + +You can confirm that the loyalty points were deducted either by sending a request to the [retrieve loyalty points API route](#step-5-retrieve-loyalty-points-api-route), or by going through the checkout process again in the storefront. + +*** + +## Next Steps + +You've now implement a loyalty points system in Medusa. There's still more that you can implement based on your use case: + +- Add loyalty points on registration or other events. Refer to the [Events Reference](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/events-reference/index.html.md) for a full list of available events you can listen to. +- Show the customer their loyalty point usage history. This will require adding another data model in the Loyalty Module that records the usage history. You can create records of that data model when an order that has a loyalty promotion is placed, then customize the storefront to show a new page for loyalty points history. +- Customize the Medusa Admin to show a new page or [UI Route](https://docs.medusajs.com/docs/learn/fundamentals/admin/ui-routes/index.html.md) for loyalty points information and analytics. + +If you're new to Medusa, check out the [main documentation](https://docs.medusajs.com/docs/learn/index.html.md), where you'll get a more in-depth learning of all the concepts you've used in this guide and more. + +To learn more about the commerce features that Medusa provides, check out Medusa's [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md). + + # Integrations You can integrate any third-party service to Medusa, including storage services, notification systems, Content-Management Systems (CMS), etc… By integrating third-party services, you build flows and synchronize data around these integrations, making Medusa not only your commerce application, but a middleware layer between your data sources and operations. @@ -44231,7 +44231,7 @@ Integrate a search engine to index and search products or other types of data in In this tutorial, you'll learn how to integrate Medusa with Algolia. -When you install a Medusa application, you get a fully-fledged commerce platform with a framework for customization. Medusa's architecture supports integrating third-party services, such as a search engine, allowing you to build your unique requirements around core commerce flows. +When you install a Medusa application, you get a fully-fledged commerce platform with a Framework for customization. Medusa's architecture supports integrating third-party services, such as a search engine, allowing you to build your unique requirements around core commerce flows. [Algolia](https://www.algolia.com/doc/) is a search engine that enables you to build and manage an intuitive search experience for your customers. By integrating Algolia with Medusa, you can index e-commerce data, such as products, and allow clients to search through them. @@ -44589,7 +44589,7 @@ You create a step with `createStep` from the Workflows SDK. It accepts two param 1. The step's unique name, which is `sync-products`. 2. An async function that receives two parameters: - The step's input, which is in this case an object holding an array of products to sync into Algolia. - - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of framework and commerce tools that you can access in the step. + - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of Framework and commerce tools that you can access in the step. In the step function, you resolve the Algolia Module's service from the Medusa container using the name you exported in the module definition's file. @@ -45441,23 +45441,25 @@ If you're new to Medusa, check out the [main documentation](https://docs.medusaj To learn more about the commerce features that Medusa provides, check out Medusa's [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md). -# Integrate Medusa with Resend (Email Notifications) +# Integrate Medusa with ShipStation (Fulfillment) -In this guide, you'll learn how to integrate Medusa with Resend. +In this guide, you'll learn how to integrate Medusa with ShipStation. -When you install a Medusa application, you get a fully-fledged commerce platform with a framework for customization. Medusa's architecture supports integrating third-party services, such as an email service, that allow you to build your unique requirements around core commerce flows. +Refer your technical team to this guide to integrate ShipStation with your Medusa application. You can then enable it using the Medusa Admin as explained in [this user guide](https://docs.medusajs.com/user-guide/settings/locations-and-shipping/locations#manage-fulfillment-providers/index.html.md). -[Resend](https://resend.com/docs/introduction) is an email service with an intuitive developer experience to send emails from any application type, including Node.js servers. By integrating Resend with Medusa, you can build flows to send an email when a commerce operation is performed, such as when an order is placed. +When you install a Medusa application, you get a fully-fledged commerce platform with support for customizations. Medusa's [Fulfillment Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/index.html.md) provides fulfillment-related resources and functionalities in your store, but it delegates the processing and shipment of order fulfillments to providers that you can integrate. + +[ShipStation](https://shipstation.com/) is a shipping toolbox that connects all your shipping providers within one platform. By integrating it with Medusa, you can allow customers to choose from different providers like DHL and FedEx and view price rates retrieved from ShipStation. Admin users will also process the order fulfillment using the ShipStation integration. This guide will teach you how to: - Install and set up Medusa. -- Integrate Resend into Medusa for sending emails. -- Build a flow to send an email with Resend when a customer places an order. +- Set up a ShipStation account. +- Integrate ShipStation as a fulfillment provider in Medusa. You can follow this guide whether you're new to Medusa or an advanced Medusa developer. -[Example Repository](https://github.com/medusajs/examples/tree/main/resend-integration): Find the full code of the guide in this repository. +[Example Repository](https://github.com/medusajs/examples/tree/main/shipstation-integration): Find the full code of the guide in this repository. *** @@ -45481,332 +45483,1010 @@ Afterwards, the installation process will start, which will install the Medusa a The Medusa application is composed of a headless Node.js server and an admin dashboard. The storefront is installed or custom-built separately and connects to the Medusa application through its REST endpoints, called [API routes](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). Learn more about Medusa's architecture in [this documentation](https://docs.medusajs.com/docs/learn/introduction/architecture/index.html.md). -Once the installation finishes successfully, the Medusa Admin dashboard will open with a form to create a new user. Enter the user's credential and submit the form. Afterwards, you can login with the new user and explore the dashboard. +Once the installation finishes successfully, the Medusa Admin dashboard will open with a form to create a new user. Enter the user's credential and submit the form. -The Next.js storefront is also running at `http://localhost:8000`. +Afterwards, you can login with the new user and explore the dashboard. The Next.js storefront is also running at `http://localhost:8000`. Check out the [troubleshooting guides](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/troubleshooting/create-medusa-app-errors/index.html.md) for help. *** -## Step 2: Prepare Resend Account +## Step 2: Prepare ShipStation Account -If you don't have a Resend Account, create one on [their website](https://resend.com/emails). +In this step, you'll prepare your ShipStation account before integrating it into Medusa. If you don't have an account, create one [here](https://www.shipstation.com/start-a-free-trial). -In addition, Resend allows you to send emails from the address `onboarding@resend.dev` only to your account's email, which is useful for development purposes. If you have a custom domain to send emails from, add it to your Resend account's domains: +### Enable Carriers -1. Go to Domains from the sidebar. -2. Click on Add Domain. +To create labels for your shipments, you need to enable carriers. This requires you to enter payment and address details. -![Click on Domains in the sidebar then on the Add Domain button in the middle of the page.](https://res.cloudinary.com/dza7lstvk/image/upload/v1732523238/Medusa%20Resources/Screenshot_2024-11-25_at_10.18.11_AM_pmqgtv.png) +To enable carriers: -3\. In the form that opens, enter your domain name and select a region close to your users, then click Add. +1. On the Onboard page, in the "Enable carriers & see rates" section, click on the "Enable Carriers" button. -![A pop-up window with Domain and Region fields.](https://res.cloudinary.com/dza7lstvk/image/upload/v1732523280/Medusa%20Resources/Screenshot_2024-11-25_at_10.18.52_AM_sw2pr4.png) +![Scroll down to the Enable carriers & see rates section, and find the "Enable Carriers" button.](https://res.cloudinary.com/dza7lstvk/image/upload/v1734523873/Medusa%20Resources/Screenshot_2024-12-18_at_2.10.54_PM_pmvcfr.png) -4\. In the domain's details page that opens, you'll find DNS records to add to your DNS provider. After you add them, click on Verify DNS Records. You can start sending emails from your custom domain once it's verified. +2. In the pop-up that opens, click on Continue Setup. -The steps to add DNS records are different for each provider, so refer to your provider's documentation or knowledge base for more details. +![Click on the green Continue Setup button](https://res.cloudinary.com/dza7lstvk/image/upload/v1734524261/Medusa%20Resources/Screenshot_2024-12-18_at_2.11.47_PM_wsl98i.png) -![The DNS records to add are in a table under the DNS Records section. Once added, click the Verify DNS Records button at the top right.](https://res.cloudinary.com/dza7lstvk/image/upload/v1732523394/Medusa%20Resources/Screenshot_2024-11-25_at_10.20.56_AM_ktvbse.png) +3. In the next section of the form, you have to enter your payment details and billing address. Once done, click on Continue Setup. +4. After that, click the checkboxes on the Terms of Service section, then click the Finish Setup button. -You also need an API key to connect to your Resend account from Medusa, but you'll create that one in a later section. +![Enable the two checkboxes, then click on Finish Setup at the bottom right](https://res.cloudinary.com/dza7lstvk/image/upload/v1734524486/Medusa%20Resources/Screenshot_2024-12-18_at_2.20.12_PM_pkixma.png) + +5. Once you're done, you can optionally add funds to your account. If you're not US-based, make sure to disable ParcelGuard insurance. Otherwise, an error will occur while retrieving rates later. + +### Add Carriers + +You must have at least one carrier (shipping provider) added in your ShipStation account. You'll later provide shipping options for each of these carriers in your Medusa application. + +To add carriers: + +1. On the Onboard page, in the "Enable carriers & see rates" section, click on the "Add your carrier accounts" link. + +![Scroll down to the Enable carriers & see rates section, and find the "Add your carrier accounts" link under the "Enable Carriers" button](https://res.cloudinary.com/dza7lstvk/image/upload/v1734336612/Medusa%20Resources/Screenshot_2024-12-16_at_10.09.08_AM_nqshhg.png) + +2. Click on a provider from the pop-up window. + +![Click on the provider tiles in the pop-up window](https://res.cloudinary.com/dza7lstvk/image/upload/v1734336826/Medusa%20Resources/Screenshot_2024-12-16_at_10.13.37_AM_og4sdq.png) + +Based on the provider you chose, you'll have to enter your account details, then submit the form. + +### Activate Shipping API + +To integrate ShipStation using their API, you must enable the Shipping API Add-On. To do that: + +1. Go to Add-Ons from the navigation bar. +2. Find Shipping API and activate it. + +You'll later retrieve your API key. *** -## Step 3: Install Resend Dependencies - -In this step, you'll install two packages useful for your Resend integration: - -1. `resend`, which is the Resend SDK: - -```bash npm2yarn -npm install resend -``` - -2\. [react-email](https://github.com/resend/react-email), which is a package created by Resend to create email templates with React: - -```bash npm2yarn -npm install @react-email/components -E -``` - -You'll use these packages in the next steps. - -*** - -## Step 4: Create Resend Module Provider +## Step 3: Create ShipStation Module Provider To integrate third-party services into Medusa, you create a custom module. A module is a re-usable package with functionalities related to a single feature or domain. Medusa integrates the module into your application without implications or side effects on your setup. -Medusa's Notification Module delegates sending notifications to other modules, called module providers. In this step, you'll create a Resend Module Provider that implements sending notifications through the email channel. In later steps, you'll send email notifications with Resend when an order is placed through this provider. +Medusa's Fulfillment Module delegates processing fulfillments and shipments to other modules, called module providers. In this step, you'll create a ShipStation Module Provider that implements all functionalities required for fulfillment. In later steps, you'll add into Medusa shipping options for ShipStation, and allow customers to choose it during checkout. Learn more about modules in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md). ### Create Module Directory -A module is created under the `src/modules` directory of your Medusa application. So, create the directory `src/modules/resend`. +A module is created under the `src/modules` directory of your Medusa application. So, create the directory `src/modules/shipstation`. + +![The directory structure of the Medusa application after adding the module's directory](https://res.cloudinary.com/dza7lstvk/image/upload/v1734338950/Medusa%20Resources/shipstation-dir-overview-1_dlsrbv.jpg) ### Create Service You define a module's functionalities in a service. A service is a TypeScript or JavaScript class that the module exports. In the service's methods, you can connect to the database, which is useful if your module defines tables in the database, or connect to a third-party service. -In this section, you'll create the Resend Module Provider's service and the methods necessary to send an email with Resend. +In this section, you'll create the ShipStation Module Provider's service and the methods necessary to handle fulfillment. -Start by creating the file `src/modules/resend/service.ts` with the following content: +Start by creating the file `src/modules/shipstation/service.ts` with the following content: -```ts title="src/modules/resend/service.ts" highlights={serviceHighlights1} -import { - AbstractNotificationProviderService, -} from "@medusajs/framework/utils" -import { - Logger, -} from "@medusajs/framework/types" -import { - Resend, -} from "resend" +![The directory structure of the Medusa application after adding the service](https://res.cloudinary.com/dza7lstvk/image/upload/v1734339042/Medusa%20Resources/shipstation-dir-overview-2_cmgvcj.jpg) -type ResendOptions = { +```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights1} +import { AbstractFulfillmentProviderService } from "@medusajs/framework/utils" + +export type ShipStationOptions = { api_key: string - from: string - html_templates?: Record } -class ResendNotificationProviderService extends AbstractNotificationProviderService { - static identifier = "notification-resend" - private resendClient: Resend - private options: ResendOptions - private logger: Logger +class ShipStationProviderService extends AbstractFulfillmentProviderService { + static identifier = "shipstation" + protected options_: ShipStationOptions - // ... + constructor({}, options: ShipStationOptions) { + super() + + this.options_ = options + } + + // TODO add methods } -export default ResendNotificationProviderService +export default ShipStationProviderService ``` -A Notification Module Provider's service must extend the `AbstractNotificationProviderService`. It has a `send` method that you'll implement soon. The service must also have an `identifier` static property, which is a unique identifier that the Medusa application will use to register the provider in the database. +A Fulfillment Module Provider service must extend the `AbstractFulfillmentProviderService` class. You'll implement the abstract methods of this class in the upcoming sections. -The `ResendNotificationProviderService` class also has the following properties: +The service must have an `identifier` static property, which is a unique identifier for the provider. You set the identifier to `shipstation`. -- `resendClient` of type `Resend` (from the Resend SDK you installed in the previous step) to send emails through Resend. -- `options` of type `ResendOptions`. Modules accept options through Medusa's configurations. This ensures that the module is reusable across applications and you don't use sensitive variables like API keys directly in your code. The options that the Resend Module Provider accepts are: - - `api_key`: The Resend API key. - - `from`: The email address to send the emails from. - - `html_templates`: An optional object to replace the default subject and template that the Resend Module uses. This is also useful to support custom emails in different Medusa application setups. -- `logger` property, which is an instance of Medusa's [Logger](https://docs.medusajs.com/docs/learn/debugging-and-testing/logging/index.html.md), to log messages. +A module can receive options that are set when you later add the module to Medusa's configurations. These options allow you to safely store secret values outside of your code. -To send requests using the `resendClient`, you need to initialize it in the class's constructor. So, add the following constructor to `ResendNotificationProviderService`: +The ShipStation module requires an `api_key` option, indicating your ShipStation's API key. You receive the options as a second parameter of the service's constructor. -```ts title="src/modules/resend/service.ts" -// ... +### Create Client -type InjectedDependencies = { - logger: Logger -} +To send requests to ShipStation, you'll create a client class that provides the methods to send requests. You'll then use that class in your service. -class ResendNotificationProviderService extends AbstractNotificationProviderService { - // ... - constructor( - { logger }: InjectedDependencies, - options: ResendOptions - ) { - super() - this.resendClient = new Resend(options.api_key) +Create the file `src/modules/shipstation/client.ts` with the following content: + +![The directory structure of the Medusa application after adding the client file](https://res.cloudinary.com/dza7lstvk/image/upload/v1734339519/Medusa%20Resources/shipstation-dir-overview-3_b8im2d.jpg) + +```ts title="src/modules/shipstation/client.ts" highlights={clientHighlights1} +import { ShipStationOptions } from "./service" +import { MedusaError } from "@medusajs/framework/utils" + +export class ShipStationClient { + options: ShipStationOptions + + constructor(options) { this.options = options - this.logger = logger + } + + private async sendRequest(url: string, data?: RequestInit): Promise { + return fetch(`https://api.shipstation.com/v2${url}`, { + ...data, + headers: { + ...data?.headers, + "api-key": this.options.api_key, + "Content-Type": "application/json", + }, + }).then((resp) => { + const contentType = resp.headers.get("content-type") + if (!contentType?.includes("application/json")) { + return resp.text() + } + + return resp.json() + }) + .then((resp) => { + if (typeof resp !== "string" && resp.errors?.length) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + `An error occured while sending a request to ShipStation: ${ + resp.errors.map((error) => error.message) + }` + ) + } + + return resp + }) } } ``` -A module's service accepts two parameters: +The `ShipStationClient` class accepts the ShipStation options in its constructor and sets those options in the `options` property. -1. Dependencies resolved from the [Module's container](https://docs.medusajs.com/docs/learn/fundamentals/modules/container/index.html.md), which is the module's local registry that the Medusa application adds framework tools to. In this service, you resolve the [Logger utility](https://docs.medusajs.com/docs/learn/debugging-and-testing/logging/index.html.md) from the module's container. -2. The module's options that are passed to the module in Medusa's configuration as you'll see in a later section. +You also add a private `sendRequest` method that accepts a path to send a request to and the request's configurations. In the method, you send a request using the Fetch API, passing the API key from the options in the request header. You also parse the response body based on its content type, and check if there are any errors to be thrown before returning the parsed response. -Using the API key passed in the module's options, you initialize the Resend client. You also set the `options` and `logger` properties. +You'll add more methods to send requests in the upcoming steps. -#### Validate Options Method +To use the client in `ShipStationProviderService`, add it as a class property and initialize it in the constructor: -A Notification Module Provider's service can implement a static `validateOptions` method that ensures the options passed to the module through Medusa's configurations are valid. +```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights2} +// imports... +import { ShipStationClient } from "./client" -So, add to the `ResendNotificationProviderService` the `validateOptions` method: +// ... -```ts title="src/modules/resend/service.ts" +class ShipStationProviderService extends AbstractFulfillmentProviderService { + // properties... + protected client: ShipStationClient + + constructor({}, options: ShipStationOptions) { + // ... + this.client = new ShipStationClient(options) + } +} +``` + +You import `ShipStationClient` and add a new `client` property in `ShipStationProviderService`. In the class's constructor, you set the `client` property by initializing `ShipStationProviderService`, passing it the module's options. + +You'll use the `client` property when implementing the service's methods. + +### Implement Service Methods + +In this section, you'll go back to the `ShipStationProviderService` method to implement the abstract methods of `AbstractFulfillmentProviderService`. + +Refer to [this guide](https://docs.medusajs.com/references/fulfillment/provider/index.html.md) for a full reference of all methods, their parameters and return types. + +#### getFulfillmentOptions + +The `getFulfillmentOptions` method returns the options that this fulfillment provider supports. When admin users add shipping options later in the Medusa Admin, they'll select one of these options. + +Learn more about shipping options in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/shipping-option/index.html.md). + +ShipStation requires that a shipment must be associated with a carrier and one of its services. So, in this method, you'll retrieve the list of carriers from ShipStation and return them as fulfillment options. Shipping options created from these fulfillment options will always have access to the option's carrier and service. + +Before you start implementing methods, you'll add the expected carrier types returned by ShipStation. Create the file `src/modules/shipstation/types.ts` with the following content: + +![The directory structure of the Medusa application after adding the types file](https://res.cloudinary.com/dza7lstvk/image/upload/v1734340402/Medusa%20Resources/shipstation-dir-overview-4_fwsle0.jpg) + +```ts title="src/modules/shipstation/types.ts" +export type Carrier = { + carrier_id: string + disabled_by_billing_plan: boolean + friendly_name: string + services: { + service_code: string + name: string + }[] + packages: { + package_code: string + }[] + [k: string]: unknown +} + +export type CarriersResponse = { + carriers: Carrier[] +} +``` + +You define a `Carrier` type that holds a carrier's details, and a `CarriersResponse` type, which is the response returned by ShipStation. + +A carrier has more fields that you can use. Refer to [ShipStation's documentation](https://docs.shipstation.com/openapi/carriers/list_carriers#carriers/list_carriers/t=response\&c=200\&path=carriers) for all carrier fields. + +Next, you'll add in `ShipStationClient` the method to retrieve the carriers from ShipStation. So, add to the class defined in `src/modules/shipstation/client.ts` a new method: + +```ts title="src/modules/shipstation/client.ts" highlights={clientHighlights2} // other imports... import { - // other imports... + CarriersResponse, +} from "./types" + +export class ShipStationClient { + // ... + async getCarriers(): Promise { + return await this.sendRequest("/carriers") + } +} +``` + +You added a new `getCarriers` method that uses the `sendRequest` method to send a request to the [ShipStation's List Carriers endpoint](https://docs.shipstation.com/openapi/carriers/list_carriers). The method returns `CarriersResponse` that you defined earlier. + +Finally, add the `getFulfillmentOptions` method to `ShipStationProviderService`: + +```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights3} +// other imports... +import { + FulfillmentOption, +} from "@medusajs/framework/types" + +class ShipStationProviderService extends AbstractFulfillmentProviderService { + // ... + async getFulfillmentOptions(): Promise { + const { carriers } = await this.client.getCarriers() + const fulfillmentOptions: FulfillmentOption[] = [] + + carriers + .filter((carrier) => !carrier.disabled_by_billing_plan) + .forEach((carrier) => { + carrier.services.forEach((service) => { + fulfillmentOptions.push({ + id: `${carrier.carrier_id}__${service.service_code}`, + name: service.name, + carrier_id: carrier.carrier_id, + carrier_service_code: service.service_code, + }) + }) + }) + + return fulfillmentOptions + } +} +``` + +In the `getFulfillmentOptions` method, you retrieve the carriers from ShipStation. You then filter out the carriers disabled by your ShipStation billing plan, and loop over the remaining carriers and their services. + +You return an array of fulfillment-option objects, where each object represents a carrier and service pairing. Each object has the following properties: + +- an `id` property, which you set to a combination of the carrier ID and the service code. +- a `name` property, which you set to the service's `name`. The admin user will see this name when they create a shipping option for the ShipStation provider. +- You can pass other data, such as `carrier_id` and `carrier_service_code`, and Medusa will store the fulfillment option in the `data` property of shipping options created later. + +Learn more about the shipping option's `data` property in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/shipping-option/index.html.md). + +You'll see this method in action later when you create a shipping option. + +#### canCalculate + +When an admin user creates a shipping option for your provider, they can choose whether the price is flat rate or calculated during checkout. + +If the user chooses calculated, Medusa validates that your fulfillment provider supports calculated prices using the `canCalculate` method of your provider's service. + +This method accepts the shipping option's `data` field, which will hold the data of an option returned by `getFulfillmentOptions`. It returns a boolean value indicating whether the shipping option can have a calculated price. + +Add the method to `ShipStationProviderService` in `src/modules/shipstation/service.ts`: + +```ts title="src/modules/shipstation/service.ts" +// other imports... +import { + // ... + CreateShippingOptionDTO, +} from "@medusajs/framework/types" + +class ShipStationProviderService extends AbstractFulfillmentProviderService { + // ... + async canCalculate(data: CreateShippingOptionDTO): Promise { + return true + } +} +``` + +Since all shipping option prices can be calculated with ShipStation based on the chosen carrier and service zone, you always return `true` in this method. + +You'll implement the calculation mechanism in a later method. + +#### calculatePrice + +When the customer views available shipping options during checkout, the Medusa application requests the calculated price from your fulfillment provider using its `calculatePrice` method. + +To retrieve shipping prices with ShipStation, you create a shipment first then get its rates. So, in the `calculatePrice` method, you'll either: + +- Send a request to [ShipStation's get shipping rates endpoint](https://docs.shipstation.com/openapi/rates/calculate_rates) that creates a shipment and returns its prices; +- Or, if a shipment was already created before, you'll retrieve its prices using [ShipStation's get shipment rates endpoint](https://docs.shipstation.com/openapi/shipments/list_shipment_rates). + +First, add the following types to `src/modules/shipstation/types.ts`: + +```ts title="src/modules/shipstation/types.ts" highlights={typesHighlights1} +export type ShipStationAddress = { + name: string + phone: string + email?: string | null + company_name?: string | null + address_line1: string + address_line2?: string | null + address_line3?: string | null + city_locality: string + state_province: string + postal_code: string + country_code: string + address_residential_indicator: "unknown" | "yes" | "no" + instructions?: string | null + geolocation?: { + type?: string + value?: string + }[] +} + +export type Rate = { + rate_id: string + shipping_amount: { + currency: string + amount: number + } + insurance_amount: { + currency: string + amount: number + } + confirmation_amount: { + currency: string + amount: number + } + other_amount: { + currency: string + amount: number + } + tax_amount: { + currency: string + amount: number + } +} + +export type RateResponse = { + rates: Rate[] +} + +export type GetShippingRatesRequest = { + shipment_id?: string + shipment?: Omit + rate_options: { + carrier_ids: string[] + service_codes: string[] + preferred_currency: string + } +} + +export type GetShippingRatesResponse = { + shipment_id: string + carrier_id?: string + service_code?: string + external_order_id?: string + rate_response: RateResponse +} + +export type Shipment = { + shipment_id: string + carrier_id: string + service_code: string + ship_to: ShipStationAddress + return_to?: ShipStationAddress + is_return?: boolean + ship_from: ShipStationAddress + items?: [ + { + name?: string + quantity?: number + sku?: string + } + ] + warehouse_id?: string + shipment_status: "pending" | "processing" | "label_purchased" | "cancelled" + [k: string]: unknown +} + +``` + +You add the following types: + +- `ShipStationAddress`: an address to ship from or to. +- `Rate`: a price rate for a specified carrier and service zone. +- `RateResponse`: The response when retrieving rates. +- `GetShippingRatesRequest`: The request body data for [ShipStation's get shipping rates endpoint](https://docs.shipstation.com/openapi/rates/calculate_rates). You can refer to their API reference for other accepted parameters. +- `GetShippingRatesResponse`: The response of the [ShipStation's get shipping rates endpoint](https://docs.shipstation.com/openapi/rates/calculate_rates). You can refer to their API reference for other response fields. +- `Shipment`: A shipment's details. + +Then, add the following methods to `ShipStationClient`: + +```ts title="src/modules/shipstation/client.ts" highlights={serviceHighlights7} +// other imports... +import { + // ... + GetShippingRatesRequest, + GetShippingRatesResponse, + RateResponse, +} from "./types" + +export class ShipStationClient { + // ... + async getShippingRates( + data: GetShippingRatesRequest + ): Promise { + return await this.sendRequest("/rates", { + method: "POST", + body: JSON.stringify(data), + }).then((resp) => { + if (resp.rate_response.errors?.length) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + `An error occured while retrieving rates from ShipStation: ${ + resp.rate_response.errors.map((error) => error.message) + }` + ) + } + + return resp + }) + } + + async getShipmentRates(id: string): Promise { + return await this.sendRequest(`/shipments/${id}/rates`) + } +} +``` + +The `getShippingRates` method accepts as a parameter the data to create a shipment and retrieve its rate. In the method, you send the request using the `sendRequest` method, and throw any errors in the rate retrieval before returning the response. + +The `getShipmentRates` method accepts the ID of the shipment as a parameter, sends the request using the `sendRequest` method and returns its response holding the shipment's rates. + +Next, add to `ShipStationProviderService` a private method that'll be used to create a shipment in ShipStation and get its rates: + +```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights8} +// other imports... +import { + // ... MedusaError, } from "@medusajs/framework/utils" - -// ... - -class ResendNotificationProviderService extends AbstractNotificationProviderService { +import { // ... - static validateOptions(options: Record) { - if (!options.api_key) { + CalculateShippingOptionPriceDTO, +} from "@medusajs/framework/types" +import { + GetShippingRatesResponse, + ShipStationAddress, +} from "./types" + +class ShipStationProviderService extends AbstractFulfillmentProviderService { + // ... + private async createShipment({ + carrier_id, + carrier_service_code, + from_address, + to_address, + items, + currency_code, + }: { + carrier_id: string + carrier_service_code: string + from_address?: { + name?: string + address?: Omit< + StockLocationAddressDTO, "created_at" | "updated_at" | "deleted_at" + > + }, + to_address?: Omit< + CartAddressDTO, "created_at" | "updated_at" | "deleted_at" | "id" + >, + items: CartLineItemDTO[] | OrderLineItemDTO[], + currency_code: string + }): Promise { + if (!from_address?.address) { throw new MedusaError( MedusaError.Types.INVALID_DATA, - "Option `api_key` is required in the provider's options." + "from_location.address is required to calculate shipping rate" ) } - if (!options.from) { + const ship_from: ShipStationAddress = { + name: from_address?.name || "", + phone: from_address?.address?.phone || "", + address_line1: from_address?.address?.address_1 || "", + city_locality: from_address?.address?.city || "", + state_province: from_address?.address?.province || "", + postal_code: from_address?.address?.postal_code || "", + country_code: from_address?.address?.country_code || "", + address_residential_indicator: "unknown", + } + if (!to_address) { throw new MedusaError( MedusaError.Types.INVALID_DATA, - "Option `from` is required in the provider's options." + "shipping_address is required to calculate shipping rate" ) } + + const ship_to: ShipStationAddress = { + name: `${to_address.first_name} ${to_address.last_name}`, + phone: to_address.phone || "", + address_line1: to_address.address_1 || "", + city_locality: to_address.city || "", + state_province: to_address.province || "", + postal_code: to_address.postal_code || "", + country_code: to_address.country_code || "", + address_residential_indicator: "unknown", + } + + // TODO create shipment } } ``` -In the `validateOptions` method, you throw an error if the `api_key` or `from` options aren't passed to the module. To throw errors, you use `MedusaError` from the Modules SDK. This ensures errors follow Medusa's conventions and are displayed similar to Medusa's errors. +The `createShipment` method accepts as a parameter an object having the following properties: -#### Implement Template Methods +- `carrier_id`: The ID of the carrier to create the shipment for. +- `carrier_service_code`: The code of the carrier's service. +- `from_address`: The address to ship items from, which is the address of the stock location associated with a shipping option. +- `to_address`: The address to ship items to, which is the customer's address. +- `items`: An array of the items in the cart or order (for fulfilling the order later). +- `currency_code`: The currency code of the cart or order. -Each email type has a different template and content. For example, order confirmation emails show the order's details, whereas customer confirmation emails show a greeting message to the customer. +In the `createShipment` method, so far you only prepare the data to be sent to ShipStation. ShipStation requires the addresses to ship the items from and to. -So, add two methods to the `ResendNotificationProviderService` class that retrieve the email template and subject of a specified template type: +To send the request, replace the `TODO` with the following: -```ts title="src/modules/resend/service.ts" highlights={serviceHighlights2} -// imports and types... +```ts title="src/modules/shipstation/service.ts" +// Sum the package's weight +// You can instead create different packages for each item +const packageWeight = items.reduce((sum, item) => { + // @ts-ignore + return sum + (item.variant.weight || 0) +}, 0) -enum Templates { - ORDER_PLACED = "order-placed", -} - -const templates: {[key in Templates]?: (props: unknown) => React.ReactNode} = { - // TODO add templates -} - -class ResendNotificationProviderService extends AbstractNotificationProviderService { - // ... - getTemplate(template: Templates) { - if (this.options.html_templates?.[template]) { - return this.options.html_templates[template].content - } - const allowedTemplates = Object.keys(templates) - - if (!allowedTemplates.includes(template)) { - return null - } - - return templates[template] - } - - getTemplateSubject(template: Templates) { - if (this.options.html_templates?.[template]?.subject) { - return this.options.html_templates[template].subject - } - switch(template) { - case Templates.ORDER_PLACED: - return "Order Confirmation" - default: - return "New Email" - } - } -} +return await this.client.getShippingRates({ + shipment: { + carrier_id: carrier_id, + service_code: carrier_service_code, + ship_to, + ship_from, + validate_address: "no_validation", + items: items?.map((item) => ({ + name: item.title, + quantity: item.quantity, + sku: item.variant_sku || "", + })), + packages: [{ + weight: { + value: packageWeight, + unit: "kilogram", + }, + }], + customs: { + contents: "merchandise", + non_delivery: "return_to_sender", + }, + }, + rate_options: { + carrier_ids: [carrier_id], + service_codes: [carrier_service_code], + preferred_currency: currency_code as string, + }, +}) ``` -You first define a `Templates` enum, which holds the names of supported template types. You can add more template types to this enum later. You also define a `templates` variable that specifies the React template for each template type. You'll add templates to this variable later. +You create a shipment and get its rates using the `getShippingRates` method you added to the client. You pass the method the expected request body parameters by [ShipStation's get shipping rates endpoint](https://docs.shipstation.com/openapi/rates/calculate_rates), including the carrier ID, the items to be shipped, and more. -In the `ResendNotificationProviderService` you add two methods: +The above snippet assumes all items are sent in a single package. You can instead pass a package for each item, specifying its weight and optionally its height, width, and length. -- `getTemplate`: Retrieve the template of a template type. If the `html_templates` option is set for the specified template type, you return its `content`'s value. Otherwise, you retrieve the template from the `templates` variable. -- `getTemplateSubject`: Retrieve the subject of a template type. If a `subject` is passed for the template type in the `html_templates`, you return its value. Otherwise, you return a subject based on the template type. +Finally, add the `calculatePrice` method to `ShipStationProviderService`: -You'll use these methods in the `send` method next. - -#### Implement Send Method - -In this section, you'll implement the `send` method of `ResendNotificationProviderService`. When you send a notification through the email channel later using the Notification Module, the Notification Module's service will use this `send` method under the hood to send the email with Resend. - -In the `send` method, you'll retrieve the template and subject of the email template, then send the email using the Resend client. - -Add the `send` method to the `ResendNotificationProviderService` class: - -```ts title="src/modules/resend/service.ts" highlights={serviceHighlights3} +```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights5} // other imports... import { // ... - ProviderSendNotificationDTO, - ProviderSendNotificationResultsDTO, + CalculatedShippingOptionPrice, } from "@medusajs/framework/types" -import { + +class ShipStationProviderService extends AbstractFulfillmentProviderService { // ... - CreateEmailOptions, -} from "resend" - -class ResendNotificationProviderService extends AbstractNotificationProviderService { - // ... - async send( - notification: ProviderSendNotificationDTO - ): Promise { - const template = this.getTemplate(notification.template as Templates) - - if (!template) { - this.logger.error(`Couldn't find an email template for ${notification.template}. The valid options are ${Object.values(Templates)}`) - return {} + async calculatePrice( + optionData: CalculateShippingOptionPriceDTO["optionData"], + data: CalculateShippingOptionPriceDTO["data"], + context: CalculateShippingOptionPriceDTO["context"] + ): Promise { + const { shipment_id } = data as { + shipment_id?: string + } || {} + const { carrier_id, carrier_service_code } = optionData as { + carrier_id: string + carrier_service_code: string } + let rate: Rate | undefined - const emailOptions: CreateEmailOptions = { - from: this.options.from, - to: [notification.to], - subject: this.getTemplateSubject(notification.template as Templates), - html: "", - } - - if (typeof template === "string") { - emailOptions.html = template + if (!shipment_id) { + const shipment = await this.createShipment({ + carrier_id, + carrier_service_code, + from_address: { + name: context.from_location?.name, + address: context.from_location?.address, + }, + to_address: context.shipping_address, + items: context.items || [], + currency_code: context.currency_code as string, + }) + rate = shipment.rate_response.rates[0] } else { - emailOptions.react = template(notification.data) - delete emailOptions.html + const rateResponse = await this.client.getShipmentRates(shipment_id) + rate = rateResponse[0].rates[0] } - const { data, error } = await this.resendClient.emails.send(emailOptions) + const calculatedPrice = !rate ? 0 : rate.shipping_amount.amount + rate.insurance_amount.amount + + rate.confirmation_amount.amount + rate.other_amount.amount + + (rate.tax_amount?.amount || 0) - if (error) { - this.logger.error(`Failed to send email`, error) - return {} + return { + calculated_amount: calculatedPrice, + is_calculated_price_tax_inclusive: !!rate?.tax_amount, } - - return { id: data.id } } } ``` -The `send` method receives the notification details object as a parameter. Some of its properties include: +The `calculatePrice` method accepts the following parameters: -- `to`: The address to send the notification to. -- `template`: The template type of the notification. -- `data`: The data useful for the email type. For example, when sending an order-confirmation email, `data` would hold the order's details. +1. The `data` property of the chosen shipping option during checkout. +2. The `data` property of the shipping method, which will hold the ID of the shipment in ShipStation. +3. An object of the checkout's context, including the cart's items, the location associated with the shipping option, and more. -In the method, you retrieve the template and subject of the email using the methods you defined earlier. Then, you put together the data to pass to Resend, such as the email address to send the notification to and the email address to send from. Also, if the email's template is a string, it's passed as an HTML template. Otherwise, it's passed as a React template. +In the method, you first check if a `shipment_id` is already stored in the shipping method's `data` property. If so, you retrieve the shipment's rates using the client's `getShipmentRates` method. Otherwise, you use the `createShipment` method to create the shipment and get its rates. -Finally, you use the `emails.send` method of the Resend client to send the email. If an error occurs you log it in the terminal. Otherwise, you return the ID of the send email as received from Resend. Medusa uses this ID when creating the notification in its database. +A rate returned by ShipStation has four properties that, when added up, make up the full price: `shipping_amount`, `insurance_amount`, `confirmation_amount`, and `other_amount`. It may have a `tax_amount` property, which is the amount for applied taxes. + +Learn more about these fields in [ShipStation's documentation](https://docs.shipstation.com/rate-shopping#about-the-response). + +The method returns an object having the following properties: + +- `calculated_amount`: The shipping method's price calculated by adding the four rate properties with the tax property, if available. +- `is_calculated_price_tax_inclusive`: Whether the price includes taxes, which is inferred from whether the `tax_amount` property is set in the rate. + +Customers will now see the calculated price of a ShipStation shipping option during checkout. + +#### validateFulfillmentData + +When a customer chooses a shipping option during checkout, Medusa creates a shipping method from that option. A shipping method has a `data` property to store data relevant for later processing of the method and its fulfillments. + +So, in the `validateFulfillmentData` method of your provider, you'll create a shipment in ShipStation if it wasn't already created using their [get shipping rates endpoint](https://docs.shipstation.com/openapi/rates/calculate_rates), and store the ID of that shipment in the created shipping method's `data` property. + +Add the `validateFulfillmentData` method to `ShipStationProviderService`: + +```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights4} +class ShipStationProviderService extends AbstractFulfillmentProviderService { + // ... + async validateFulfillmentData( + optionData: Record, + data: Record, + context: Record + ): Promise { + let { shipment_id } = data as { + shipment_id?: string + } + + if (!shipment_id) { + const { carrier_id, carrier_service_code } = optionData as { + carrier_id: string + carrier_service_code: string + } + const shipment = await this.createShipment({ + carrier_id, + carrier_service_code, + from_address: { + // @ts-ignore + name: context.from_location?.name, + // @ts-ignore + address: context.from_location?.address, + }, + // @ts-ignore + to_address: context.shipping_address, + // @ts-ignore + items: context.items || [], + // @ts-ignore + currency_code: context.currency_code, + }) + shipment_id = shipment.shipment_id + } + + return { + ...data, + shipment_id, + } + } +} +``` + +The `validateFulfillmentData` method accepts the following parameters: + +1. The `data` property of the chosen shipping option during checkout. It will hold the carrier ID and its service code. +2. The `data` property of the shipping method to be created. This can hold custom data sent in the [Add Shipping Method API route](https://docs.medusajs.com/api/store#carts_postcartsidshippingmethods). +3. An object of the checkout's context, including the cart's items, the location associated with the shipping option, and more. + +In the method, you try to retrieve the shipment ID from the shipping method's `data` parameter if it was already created. If not, you create the shipment in ShipStation using the `createShipment` method. + +Finally, you return the object to be stored in the shipping method's `data` property. You include in it the ID of the shipment in ShipStation. + +#### createFulfillment + +After the customer places the order, the admin user can manage its fulfillments. When the admin user creates a fulfillment for the order, Medusa uses the `createFulfillment` method of the associated provider to handle any processing in the third-party provider. + +This method supports creating split fulfillments, meaning you can partially fulfill and order's items. So, you'll create a new shipment, then purchase a label for that shipment. You'll use the existing shipment to retrieve details like the address to ship from and to. + +First, add a new type to `src/modules/shipstation/types.ts`: + +```ts title="src/modules/shipstation/types.ts" +export type Label = { + label_id: string + status: "processing" | "completed" | "error" | "voided" + shipment_id: string + ship_date: Date + shipment_cost: { + currency: string + amount: number + } + insurance_cost: { + currency: string + amount: number + } + confirmation_amount: { + currency: string + amount: number + } + tracking_number: string + is_return_label: boolean + carrier_id: string + service_code: string + trackable: string + tracking_status: "unknown" | "in_transit" | "error" | "delivered" + label_download: { + href: string + pdf: string + png: string + zpl: string + } +} +``` + +You add the `Label` type for the details in a label object. You can find more properties in [ShipStation's documentation](https://docs.shipstation.com/openapi/labels/create_label#labels/create_label/response\&c=200/body). + +Then, add the following methods to the `ShipStationClient`: + +```ts title="src/modules/shipstation/client.ts" +// other imports... +import { + // ... + Label, + Shipment, +} from "./types" + +export class ShipStationClient { + // ... + + async getShipment(id: string): Promise { + return await this.sendRequest(`/shipments/${id}`) + } + + async purchaseLabelForShipment(id: string): Promise