From 750b1e9bbfab6dabb14575928dd3a65f509b2b19 Mon Sep 17 00:00:00 2001 From: Shahed Nasser Date: Fri, 18 Apr 2025 14:41:25 +0300 Subject: [PATCH] docs: improvements to admin, query, and read-only link docs (#12239) * improve admin page * improvemens to query and read-only link docs * fix build error --- .../app/learn/fundamentals/admin/page.mdx | 38 +- .../events-and-subscribers/page.mdx | 2 +- .../fundamentals/module-links/query/page.mdx | 9 +- .../module-links/read-only/page.mdx | 35 + www/apps/book/app/learn/installation/page.mdx | 4 +- .../nextjs-starter/page.mdx | 83 - www/apps/book/generated/edit-dates.mjs | 11 +- www/apps/book/public/llms-full.txt | 34240 ++++++++-------- .../app/integrations/guides/resend/page.mdx | 2 +- 9 files changed, 17201 insertions(+), 17223 deletions(-) delete mode 100644 www/apps/book/app/learn/storefront-development/nextjs-starter/page.mdx diff --git a/www/apps/book/app/learn/fundamentals/admin/page.mdx b/www/apps/book/app/learn/fundamentals/admin/page.mdx index 4807c16112..da05c95bd5 100644 --- a/www/apps/book/app/learn/fundamentals/admin/page.mdx +++ b/www/apps/book/app/learn/fundamentals/admin/page.mdx @@ -4,14 +4,42 @@ export const metadata = { # {metadata.title} -In the next chapters, you'll learn more about possible admin customizations. +In this chapter, you'll learn about th Medusa Admin dashboard and the possible ways to customize it. -You can customize the admin dashboard by: +## What is the Medusa Admin? -- Adding new sections to existing pages using Widgets. -- Adding new pages using UI Routes. +The Medusa Admin is an intuitive dashboard that allows merchants to manage their ecommerce store. It provides management featuers related to products, orders, customers, and more. -However, you can't customize the admin dashboard's layout, design, or the content of the existing pages (aside from injecting widgets). + + +To explore more what you can do with the Medusa Admin, check out the [User Guide](!user-guide!). These user guides are designed for merchants and provide the steps to perform any task within the Medusa Admin. + + + +The Medusa Admin is built with [Vite](https://vite.dev/). When you [install the Medusa application](../../installation/page.mdx), you also install the Medusa Admin. Then, when you start the Medusa application, you can access the Medusa Admin at `http://localhost:9000/app`. + + + +If you don't have an admin user, use the [Medusa CLI](!resources!/medusa-cli/commands/user) to create one. + + + +--- + +## How to Customize the Medusa Admin? + +You can customize the Medusa Admin dashboard by: + +- Adding new sections to existing pages using [Widgets](./widgets/page.mdx). +- Adding new pages using [UI Routes](./ui-routes/page.mdx). + +The next chapters will cover these two topics in detail. + +### What You Can't Customize in the Medusa Admin + +You can't customize the admin dashboard's layout, design, or the content of the existing pages (aside from injecting widgets). + +If your use case requires heavy customization of the admin dashboard, you can build a custom admin dashboard using Medusa's [Admin API routes](!api!/admin). --- diff --git a/www/apps/book/app/learn/fundamentals/events-and-subscribers/page.mdx b/www/apps/book/app/learn/fundamentals/events-and-subscribers/page.mdx index c22d339557..c9fc191a39 100644 --- a/www/apps/book/app/learn/fundamentals/events-and-subscribers/page.mdx +++ b/www/apps/book/app/learn/fundamentals/events-and-subscribers/page.mdx @@ -85,7 +85,7 @@ To test the subscriber, start the Medusa application: npm run dev ``` -Then, try placing an order either using Medusa's API routes or the [Next.js Storefront](../../storefront-development/nextjs-starter/page.mdx). You'll see the following message in the terminal: +Then, try placing an order either using Medusa's API routes or the [Next.js Storefront](!resources!/nextjs-starter). You'll see the following message in the terminal: ```bash info: Processing order.placed which has 1 subscribers diff --git a/www/apps/book/app/learn/fundamentals/module-links/query/page.mdx b/www/apps/book/app/learn/fundamentals/module-links/query/page.mdx index 2f382aebe1..7f8ec801d5 100644 --- a/www/apps/book/app/learn/fundamentals/module-links/query/page.mdx +++ b/www/apps/book/app/learn/fundamentals/module-links/query/page.mdx @@ -175,7 +175,7 @@ In the object passed to the `graph` method: - `product.*` to retrieve the fields of a product record linked to a `Post` record. - `post.*` to retrieve the fields of a `Post` record linked to a product record. -You can then apply any [filters](#apply-filters) or [pagination configurations](#apply-pagination). +You can then apply any [filters](#apply-filters) or [pagination configurations](#apply-pagination) on the module link's table. For example, you can apply filters on the `product_id`, `post_id`, and any other custom columns you defined in the link table. The returned `data` is similar to the following: @@ -238,7 +238,12 @@ Filters don't apply on fields of linked data models from other modules. Refer to ### Advanced Query Filters -Under the hood, Query uses the `listX` (`listPosts`) method of the data model's module's service to retrieve records. This method accepts a filter object that can be used to filter records. +Under the hood, Query uses one of the following methods from the data model's module's service to retrieve records: + +- `listX` if you don't pass [pagination parameters](#apply-pagination). For example, `listPosts`. +- `listAndCountX` if you pass pagination parameters. For example, `listAndCountPosts`. + +Both methods accepts a filter object that can be used to filter records. Those filters don't just allow you to filter by exact values. You can also filter by properties that don't match a value, match multiple values, and other filter types. diff --git a/www/apps/book/app/learn/fundamentals/module-links/read-only/page.mdx b/www/apps/book/app/learn/fundamentals/module-links/read-only/page.mdx index 62e0f929cd..5144fa18cf 100644 --- a/www/apps/book/app/learn/fundamentals/module-links/read-only/page.mdx +++ b/www/apps/book/app/learn/fundamentals/module-links/read-only/page.mdx @@ -381,6 +381,7 @@ Read-only module links are most useful when working with data models that aren't To define the read-only module link to a virtual data model, you must: 1. Create a `list` method in the custom module's service. This method retrieves the linked records filtered by the ID(s) of the first data model. + - You can also create a `listAndCount` method to retrieve the related records with pagination. 2. Define the read-only module link from the first data model to the virtual data model. 3. Use Query to retrieve the first data model and its linked records from the virtual data model. @@ -395,6 +396,8 @@ Refer to the [Modules chapter](../../modules/page.mdx) to learn how to create a ```ts title="src/modules/cms/service.ts" +import { FindConfig } from "@medusajs/framework/types" + type CmsModuleOptions = { apiKey: string } @@ -427,6 +430,36 @@ export default class CmsModuleService { * ] */ } + + // To retrieve with pagination + async listAndCount( + filter: { + id: string | string[] + }, + config?: FindConfig | undefined, + ) { + return this.client.getPosts(filter, { + limit: config?.take, + offset: config?.skip, + }) + /** + * Example of returned data: + * + * { + * count: 2, + * data: [ + * { + * "id": "post_123", + * "product_id": "prod_321" + * }, + * { + * "id": "post_456", + * "product_id": "prod_654" + * } + * ] + * } + */ + } } ``` @@ -434,6 +467,8 @@ The above service initializes a client, assuming your CMS has an SDK that allows The service must have a `list` method to be part of the read-only module link. This method accepts the ID(s) of the products to retrieve their associated posts. The posts must include the product's ID in a field, such as `product_id`. +You can also create a `listAndCount` method to retrieve the posts with pagination. This method is called if you pass [pagination parameters to Query](../query/page.mdx#apply-pagination). + Next, define a read-only module link from the Product Module to the CMS Module: ```ts title="src/links/product-cms.ts" diff --git a/www/apps/book/app/learn/installation/page.mdx b/www/apps/book/app/learn/installation/page.mdx index 43b13b4e87..609f8e5d84 100644 --- a/www/apps/book/app/learn/installation/page.mdx +++ b/www/apps/book/app/learn/installation/page.mdx @@ -10,7 +10,7 @@ In this chapter, you'll learn how to install and run a Medusa application. ## Create Medusa Application -A Medusa application is made up of a Node.js server and an admin dashboard. You can optionally install a separate [Next.js storefront](../storefront-development/nextjs-starter/page.mdx) either while installing the Medusa application or at a later point. +A Medusa application is made up of a Node.js server and an admin dashboard. You can optionally install a separate [Next.js storefront](!resources!/nextjs-starter) either while installing the Medusa application or at a later point. -For details on starting and configuring the Next.js storefront, refer to [this documentation](../storefront-development/nextjs-starter/page.mdx). +For details on starting and configuring the Next.js storefront, refer to [this documentation](!resources!/nextjs-starter). diff --git a/www/apps/book/app/learn/storefront-development/nextjs-starter/page.mdx b/www/apps/book/app/learn/storefront-development/nextjs-starter/page.mdx deleted file mode 100644 index 84ee8bfeaf..0000000000 --- a/www/apps/book/app/learn/storefront-development/nextjs-starter/page.mdx +++ /dev/null @@ -1,83 +0,0 @@ -import { Prerequisites } from "docs-ui" - -export const metadata = { - title: `${pageNumber} Next.js Starter Storefront`, -} - -# {metadata.title} - -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. - -The Next.js Starter storefront provides rich commerce features and a sleek design. Developers and businesses can use it as-is or build on top of it to tailor it for the business's unique use case, design, and customer experience. - -In this chapter, you’ll learn how to install the Next.js Starter storefront separately from the Medusa application. You can also install it while installing the Medusa application as explained in [the installation chapter](../../installation/page.mdx). - -## Install Next.js Starter - - - -If you already have a Medusa application installed with at least one region, you can install the Next.js Starter storefront with the following steps: - -1. Clone the [Next.js Starter](https://github.com/medusajs/nextjs-starter-medusa): - -```bash -git clone https://github.com/medusajs/nextjs-starter-medusa my-medusa-storefront -``` - -2. Change to the `my-medusa-storefront` directory, install the dependencies, and rename the template environment variable file: - -```bash npm2yarn -cd my-medusa-storefront -npm install -mv .env.template .env.local -``` - -3. Set the Medusa application's publishable API key in the `NEXT_PUBLIC_MEDUSA_PUBLISHABLE_KEY` environment variable. You can retrieve the publishable API key in on the Medusa Admin dashboard by going to Settings -> Publishable API Keys - -```bash -NEXT_PUBLIC_MEDUSA_PUBLISHABLE_KEY=pk_123... -``` - -4. While the Medusa application is running, start the Next.js Starter storefront: - -```bash npm2yarn -npm run dev -``` - -Your Next.js Starter storefront is now running at `http://localhost:8000`. - ---- - -## Customize Storefront - -To customize the storefront, refer to the following directories: - -- `src/app`: The storefront’s pages. -- `src/modules`: The storefront’s components. -- `src/styles`: The storefront’s styles. - - - -You can learn more about development with Next.js through [their documentation](https://nextjs.org/docs/getting-started). - - - ---- - -## Configurations and Integrations - -The Next.js Starter is compatible with some Medusa integrations out-of-the-box, such as the Stripe provider module. You can also change some of its configurations if necessary. - -Refer to the [Next.js Starter reference](!resources!/nextjs-starter) for more details. \ No newline at end of file diff --git a/www/apps/book/generated/edit-dates.mjs b/www/apps/book/generated/edit-dates.mjs index 5eb6bf12a3..c397851448 100644 --- a/www/apps/book/generated/edit-dates.mjs +++ b/www/apps/book/generated/edit-dates.mjs @@ -8,7 +8,6 @@ export const generatedEditDates = { "app/learn/fundamentals/workflows/workflow-hooks/page.mdx": "2024-12-09T10:44:33.781Z", "app/learn/debugging-and-testing/logging/page.mdx": "2024-09-30T08:43:53.135Z", "app/learn/storefront-development/page.mdx": "2024-12-10T09:11:04.993Z", - "app/learn/storefront-development/nextjs-starter/page.mdx": "2024-12-10T09:05:18.960Z", "app/learn/fundamentals/page.mdx": "2024-07-04T17:26:03+03:00", "app/learn/fundamentals/admin-customizations/page.mdx": "2024-10-07T12:41:39.218Z", "app/learn/fundamentals/workflows/workflow-timeout/page.mdx": "2024-10-21T13:30:21.372Z", @@ -17,7 +16,7 @@ export const generatedEditDates = { "app/learn/fundamentals/api-routes/page.mdx": "2024-12-04T11:02:57.134Z", "app/learn/fundamentals/modules/modules-directory-structure/page.mdx": "2024-12-09T10:32:46.839Z", "app/learn/fundamentals/workflows/access-workflow-errors/page.mdx": "2024-10-21T13:30:21.371Z", - "app/learn/fundamentals/events-and-subscribers/page.mdx": "2025-04-17T08:29:09.896Z", + "app/learn/fundamentals/events-and-subscribers/page.mdx": "2025-04-18T10:42:32.803Z", "app/learn/fundamentals/modules/container/page.mdx": "2025-03-18T15:10:03.574Z", "app/learn/fundamentals/workflows/execute-another-workflow/page.mdx": "2024-12-09T15:56:22.895Z", "app/learn/fundamentals/modules/loaders/page.mdx": "2025-03-24T06:40:39.948Z", @@ -31,7 +30,7 @@ export const generatedEditDates = { "app/learn/fundamentals/events-and-subscribers/emit-event/page.mdx": "2025-03-18T15:09:40.243Z", "app/learn/fundamentals/workflows/conditions/page.mdx": "2025-01-27T08:45:19.027Z", "app/learn/fundamentals/modules/module-link-directions/page.mdx": "2024-07-24T09:16:01+02:00", - "app/learn/fundamentals/admin/page.mdx": "2025-03-21T08:25:13.754Z", + "app/learn/fundamentals/admin/page.mdx": "2025-04-18T10:28:47.328Z", "app/learn/fundamentals/workflows/long-running-workflow/page.mdx": "2025-03-28T07:02:34.467Z", "app/learn/fundamentals/workflows/constructor-constraints/page.mdx": "2025-02-12T13:55:33.437Z", "app/learn/fundamentals/data-models/write-migration/page.mdx": "2025-03-24T06:41:48.915Z", @@ -68,7 +67,7 @@ export const generatedEditDates = { "app/learn/fundamentals/module-links/custom-columns/page.mdx": "2025-03-11T13:29:54.752Z", "app/learn/fundamentals/module-links/directions/page.mdx": "2025-03-17T12:52:06.161Z", "app/learn/fundamentals/module-links/page.mdx": "2025-04-17T08:50:17.036Z", - "app/learn/fundamentals/module-links/query/page.mdx": "2025-04-17T08:50:17.036Z", + "app/learn/fundamentals/module-links/query/page.mdx": "2025-04-18T11:13:02.240Z", "app/learn/fundamentals/modules/db-operations/page.mdx": "2025-03-21T09:21:46.901Z", "app/learn/fundamentals/modules/multiple-services/page.mdx": "2025-03-18T15:11:44.632Z", "app/learn/fundamentals/modules/page.mdx": "2025-03-18T07:51:09.049Z", @@ -99,7 +98,7 @@ export const generatedEditDates = { "app/learn/build/page.mdx": "2024-12-09T11:05:17.383Z", "app/learn/deployment/general/page.mdx": "2025-04-17T08:29:09.878Z", "app/learn/fundamentals/workflows/multiple-step-usage/page.mdx": "2024-11-25T16:19:32.169Z", - "app/learn/installation/page.mdx": "2025-03-11T08:55:12.967Z", + "app/learn/installation/page.mdx": "2025-04-18T10:42:42.598Z", "app/learn/fundamentals/data-models/check-constraints/page.mdx": "2024-12-06T14:34:50.384Z", "app/learn/fundamentals/module-links/link/page.mdx": "2025-04-07T08:03:14.513Z", "app/learn/fundamentals/workflows/store-executions/page.mdx": "2025-04-17T08:29:10.166Z", @@ -117,7 +116,7 @@ export const generatedEditDates = { "app/learn/configurations/medusa-config/page.mdx": "2025-04-17T08:29:09.907Z", "app/learn/configurations/ts-aliases/page.mdx": "2025-02-11T16:57:46.683Z", "app/learn/production/worker-mode/page.mdx": "2025-03-11T15:21:50.906Z", - "app/learn/fundamentals/module-links/read-only/page.mdx": "2025-03-21T09:14:54.944Z", + "app/learn/fundamentals/module-links/read-only/page.mdx": "2025-04-18T11:09:13.328Z", "app/learn/fundamentals/data-models/properties/page.mdx": "2025-03-18T07:57:17.826Z", "app/learn/fundamentals/framework/page.mdx": "2025-04-17T16:07:19.090Z", "app/learn/fundamentals/api-routes/retrieve-custom-links/page.mdx": "2025-04-18T07:38:56.729Z" diff --git a/www/apps/book/public/llms-full.txt b/www/apps/book/public/llms-full.txt index e45ff52d47..dd4d1234e0 100644 --- a/www/apps/book/public/llms-full.txt +++ b/www/apps/book/public/llms-full.txt @@ -136,130 +136,6 @@ The next chapter covers how you generally deploy the production build. You can also refer to the [deployment how-to guides](https://docs.medusajs.com/resources/deployment/index.html.md) for platform-specific how-to guides. -# Install Medusa - -In this chapter, you'll learn how to install and run a Medusa application. - -## Create Medusa Application - -A Medusa application is made up of a Node.js server and an admin dashboard. You can optionally install a separate [Next.js storefront](https://docs.medusajs.com/learn/storefront-development/nextjs-starter/index.html.md) either while installing the Medusa application or at a later point. - -### Prerequisites - -- [Node.js v20+](https://nodejs.org/en/download) -- [Git CLI tool](https://git-scm.com/downloads) -- [PostgreSQL](https://www.postgresql.org/download/) - -To create a Medusa application, use the `create-medusa-app` command: - -```bash -npx create-medusa-app@latest my-medusa-store -``` - -Where `my-medusa-store` is the name of the project's directory and PostgreSQL database created for the project. When you run the command, you'll be asked whether you want to install the Next.js storefront. - -After answering the prompts, the command installs the Medusa application in a directory with your project name, and sets up a PostgreSQL database that the application connects to. - -If you chose to install the storefront with the Medusa application, the storefront is installed in a separate directory named `{project-name}-storefront`. - -### Successful Installation Result - -Once the installation finishes successfully, the Medusa application will run at `http://localhost:9000`. - -The Medusa Admin dashboard also runs at `http://localhost:9000/app`. The installation process opens the Medusa Admin dashboard in your default browser to create a user. You can later log in with that user. - -If you also installed the Next.js storefront, it'll be running at `http://localhost:8000`. - -You can stop the servers for the Medusa application and Next.js storefront by exiting the installation command. To run the server for the Medusa application again, refer to [this section](#run-medusa-application-in-development). - -### Troubleshooting Installation Errors - -If you ran into an error during your installation, refer to the following troubleshooting guides for help: - -1. [create-medusa-app troubleshooting guides](https://docs.medusajs.com/resources/troubleshooting/create-medusa-app-errors/index.html.md). -2. [CORS errors](https://docs.medusajs.com/resources/troubleshooting/cors-errors/index.html.md). -3. [All troubleshooting guides](https://docs.medusajs.com/resources/troubleshooting/index.html.md). - -If you can't find your error reported anywhere, please open a [GitHub issue](https://github.com/medusajs/medusa/issues/new/choose). - -*** - -## Run Medusa Application in Development - -To run the Medusa application in development, change to your application's directory and run the following command: - -```bash npm2yarn -npm run dev -``` - -This runs your Medusa application at `http://localhost:9000`, and the Medusa Admin dashboard `http://localhost:9000/app`. - -For details on starting and configuring the Next.js storefront, refer to [this documentation](https://docs.medusajs.com/learn/storefront-development/nextjs-starter/index.html.md). - -The application will restart if you make any changes to code under the `src` directory, except for admin customizations which are hot reloaded, providing you with a seamless developer experience without having to refresh your browser to see the changes. - -*** - -## Create Medusa Admin User - -Aside from creating an admin user in the admin dashboard, you can create a user with Medusa's CLI tool. - -Run the following command in your Medusa application's directory to create a new admin user: - -```bash -npx medusa user -e admin@medusajs.com -p supersecret -``` - -Replace `admin@medusajs.com` and `supersecret` with the user's email and password respectively. - -You can then use the user's credentials to log into the Medusa Admin application. - -*** - -## Project Files - -Your Medusa application's project will have the following files and directories: - -![A diagram of the directories overview](https://res.cloudinary.com/dza7lstvk/image/upload/v1732803813/Medusa%20Book/medusa-dir-overview_v7ks0j.jpg) - -### src - -This directory is the central place for your custom development. It includes the following sub-directories: - -- `admin`: Holds your admin dashboard's custom [widgets](https://docs.medusajs.com/learn/fundamentals/admin/widgets/index.html.md) and [UI routes](https://docs.medusajs.com/learn/fundamentals/admin/ui-routes/index.html.md). -- `api`: Holds your custom [API routes](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md) that are added as endpoints in your Medusa application. -- `jobs`: Holds your [scheduled jobs](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md) that run at a specified interval during your Medusa application's runtime. -- `links`: Holds your [module links](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md) that build associations between data models of different modules. -- `modules`: Holds your custom [modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md) that implement custom business logic. -- `scripts`: Holds your custom [scripts](https://docs.medusajs.com/learn/fundamentals/custom-cli-scripts/index.html.md) to be executed using Medusa's CLI tool. -- `subscribers`: Holds your [event listeners](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md) that are executed asynchronously whenever an event is emitted. -- `workflows`: Holds your custom [flows](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md) that can be executed from anywhere in your application. - -### medusa-config.ts - -This file holds your [Medusa configurations](https://docs.medusajs.com/learn/configurations/medusa-config/index.html.md), such as your PostgreSQL database configurations. - -*** - -## Configure Medusa Application - -By default, your Medusa application is equipped with the basic configuration to start your development. - -If you run into issues with configurations, such as CORS configurations, or need to make changes to the default configuration, refer to [this guide on all available configurations](https://docs.medusajs.com/learn/configurations/medusa-config/index.html.md). - -*** - -## Update Medusa Application - -Refer to [this documentation](https://docs.medusajs.com/learn/update/index.html.md) to learn how to update your Medusa project. - -*** - -## Next Steps - -In the next chapters, you'll learn about the architecture of your Medusa application, then learn how to customize your application to build custom features. - - # Medusa Deployment Overview In this chapter, you’ll learn the general approach to deploying the Medusa application. @@ -330,6 +206,130 @@ Per Vercel’s [license and plans](https://vercel.com/pricing), their free plan Refer to [this reference](https://docs.medusajs.com/resources/deployment/index.html.md) to find how-to deployment guides for specific hosting providers. +# Install Medusa + +In this chapter, you'll learn how to install and run a Medusa application. + +## Create Medusa Application + +A Medusa application is made up of a Node.js server and an admin dashboard. You can optionally install a separate [Next.js storefront](https://docs.medusajs.com/resources/nextjs-starter/index.html.md) either while installing the Medusa application or at a later point. + +### Prerequisites + +- [Node.js v20+](https://nodejs.org/en/download) +- [Git CLI tool](https://git-scm.com/downloads) +- [PostgreSQL](https://www.postgresql.org/download/) + +To create a Medusa application, use the `create-medusa-app` command: + +```bash +npx create-medusa-app@latest my-medusa-store +``` + +Where `my-medusa-store` is the name of the project's directory and PostgreSQL database created for the project. When you run the command, you'll be asked whether you want to install the Next.js storefront. + +After answering the prompts, the command installs the Medusa application in a directory with your project name, and sets up a PostgreSQL database that the application connects to. + +If you chose to install the storefront with the Medusa application, the storefront is installed in a separate directory named `{project-name}-storefront`. + +### Successful Installation Result + +Once the installation finishes successfully, the Medusa application will run at `http://localhost:9000`. + +The Medusa Admin dashboard also runs at `http://localhost:9000/app`. The installation process opens the Medusa Admin dashboard in your default browser to create a user. You can later log in with that user. + +If you also installed the Next.js storefront, it'll be running at `http://localhost:8000`. + +You can stop the servers for the Medusa application and Next.js storefront by exiting the installation command. To run the server for the Medusa application again, refer to [this section](#run-medusa-application-in-development). + +### Troubleshooting Installation Errors + +If you ran into an error during your installation, refer to the following troubleshooting guides for help: + +1. [create-medusa-app troubleshooting guides](https://docs.medusajs.com/resources/troubleshooting/create-medusa-app-errors/index.html.md). +2. [CORS errors](https://docs.medusajs.com/resources/troubleshooting/cors-errors/index.html.md). +3. [All troubleshooting guides](https://docs.medusajs.com/resources/troubleshooting/index.html.md). + +If you can't find your error reported anywhere, please open a [GitHub issue](https://github.com/medusajs/medusa/issues/new/choose). + +*** + +## Run Medusa Application in Development + +To run the Medusa application in development, change to your application's directory and run the following command: + +```bash npm2yarn +npm run dev +``` + +This runs your Medusa application at `http://localhost:9000`, and the Medusa Admin dashboard `http://localhost:9000/app`. + +For details on starting and configuring the Next.js storefront, refer to [this documentation](https://docs.medusajs.com/resources/nextjs-starter/index.html.md). + +The application will restart if you make any changes to code under the `src` directory, except for admin customizations which are hot reloaded, providing you with a seamless developer experience without having to refresh your browser to see the changes. + +*** + +## Create Medusa Admin User + +Aside from creating an admin user in the admin dashboard, you can create a user with Medusa's CLI tool. + +Run the following command in your Medusa application's directory to create a new admin user: + +```bash +npx medusa user -e admin@medusajs.com -p supersecret +``` + +Replace `admin@medusajs.com` and `supersecret` with the user's email and password respectively. + +You can then use the user's credentials to log into the Medusa Admin application. + +*** + +## Project Files + +Your Medusa application's project will have the following files and directories: + +![A diagram of the directories overview](https://res.cloudinary.com/dza7lstvk/image/upload/v1732803813/Medusa%20Book/medusa-dir-overview_v7ks0j.jpg) + +### src + +This directory is the central place for your custom development. It includes the following sub-directories: + +- `admin`: Holds your admin dashboard's custom [widgets](https://docs.medusajs.com/learn/fundamentals/admin/widgets/index.html.md) and [UI routes](https://docs.medusajs.com/learn/fundamentals/admin/ui-routes/index.html.md). +- `api`: Holds your custom [API routes](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md) that are added as endpoints in your Medusa application. +- `jobs`: Holds your [scheduled jobs](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md) that run at a specified interval during your Medusa application's runtime. +- `links`: Holds your [module links](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md) that build associations between data models of different modules. +- `modules`: Holds your custom [modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md) that implement custom business logic. +- `scripts`: Holds your custom [scripts](https://docs.medusajs.com/learn/fundamentals/custom-cli-scripts/index.html.md) to be executed using Medusa's CLI tool. +- `subscribers`: Holds your [event listeners](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md) that are executed asynchronously whenever an event is emitted. +- `workflows`: Holds your custom [flows](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md) that can be executed from anywhere in your application. + +### medusa-config.ts + +This file holds your [Medusa configurations](https://docs.medusajs.com/learn/configurations/medusa-config/index.html.md), such as your PostgreSQL database configurations. + +*** + +## Configure Medusa Application + +By default, your Medusa application is equipped with the basic configuration to start your development. + +If you run into issues with configurations, such as CORS configurations, or need to make changes to the default configuration, refer to [this guide on all available configurations](https://docs.medusajs.com/learn/configurations/medusa-config/index.html.md). + +*** + +## Update Medusa Application + +Refer to [this documentation](https://docs.medusajs.com/learn/update/index.html.md) to learn how to update your Medusa project. + +*** + +## Next Steps + +In the next chapters, you'll learn about the architecture of your Medusa application, then learn how to customize your application to build custom features. + + # Storefront Development The Medusa application is made up of a Node.js server and an admin dashboard. Storefronts are installed, built, 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. @@ -1405,116 +1405,6 @@ import { BrandModuleService } from "@/modules/brand/service" ``` -# 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. @@ -1655,6 +1545,116 @@ The `activity` method returns the ID of the started activity. This ID can then b 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. +# 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. + + # Medusa Testing Tools In this chapter, you'll learn about Medusa's testing tools and how to install and configure them. @@ -1751,6 +1751,314 @@ Medusa's Testing Framework works for integration tests only. You can write unit The next chapters explain how to use the testing tools provided by `@medusajs/test-utils` to write tests. +# 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/infrastructure-modules/cache/redis/index.html.md) +- [Redis Event Bus Module](https://docs.medusajs.com/resources/infrastructure-modules/event/redis/index.html.md) +- [Workflow Engine Redis Module](https://docs.medusajs.com/resources/infrastructure-modules/workflow-engine/redis/index.html.md) +- [S3 File Module Provider](https://docs.medusajs.com/resources/infrastructure-modules/file/s3/index.html.md) (or other file module providers production-ready). +- [SendGrid Notification Module Provider](https://docs.medusajs.com/resources/infrastructure-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 [Infrastructure Modules](https://docs.medusajs.com/resources/infrastructure-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 Infrastructure 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 Infrastructure 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. + + # 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. @@ -1776,25 +2084,27 @@ The next chapters will guide you to: 3. Expose an API route that allows admin users to create a brand using the workflow. -# Customize Medusa Admin Dashboard +# Integrate Third-Party Systems -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). +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. -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: +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. -- 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). +In Medusa, you integrate a third-party system by: -From these customizations, you can send requests to custom API routes, allowing admin users to manage custom resources on the dashboard +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: View Brands in Dashboard +## Next Chapters: Sync Brands Example -In the next chapters, you'll continue with the brands example to: +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: -- 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. +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. # Extend Core Commerce Features @@ -1820,6 +2130,27 @@ The next chapters explain how to use the tools mentioned above with step-by-step - 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. + + # 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. @@ -1857,16 +2188,109 @@ Medusa provides the tooling to create a plugin package, test it in a local Medus 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. + +Find the full architectural diagram at the [end of this chapter](#full-diagram-of-medusas-architecture). + +## HTTP, Workflow, and Module Layers + +Medusa is a headless commerce platform. So, storefronts, admin dashboards, and other clients consume Medusa's functionalities through its API routes. + +In a common Medusa application, requests go through four layers in the stack. In order of entry, those are: + +1. API Routes (HTTP): Our API Routes are the typical entry point. The Medusa server is based on Express.js, which handles incoming requests. It can also connect to a Redis database that stores the server session data. +2. Workflows: API Routes consume workflows that hold the opinionated business logic of your application. +3. Modules: Workflows use domain-specific modules for resource management. +4. Data store: Modules query the underlying datastore, which is a PostgreSQL database in common cases. + +These layers of stack can be implemented within [plugins](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md). + +![This diagram illustrates the entry point of requests into the Medusa application through API routes. It shows a storefront and an admin that can send a request to the HTTP layer. The HTTP layer then uses workflows to handle the business logic. Finally, the workflows use modules to query and manipulate data in the data stores.](https://res.cloudinary.com/dza7lstvk/image/upload/v1727175296/Medusa%20Book/http-layer_sroafr.jpg) + +*** + +## Database Layer + +The Medusa application injects into each module, including your [custom modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), a connection to the configured PostgreSQL database. Modules use that connection to read and write data to the database. + +Modules can be implemented within [plugins](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md). + +![This diagram illustrates how modules connect to the database.](https://res.cloudinary.com/dza7lstvk/image/upload/v1727175379/Medusa%20Book/db-layer_pi7tix.jpg) + +*** + +## Third-Party Integrations Layer + +Third-party services and systems are integrated through Medusa's Commerce and Infrastructure Modules. You also create custom third-party integrations through a [custom module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). + +Modules can be implemented within [plugins](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md). + +### Commerce Modules + +[Commerce Modules](https://docs.medusajs.com/resources/commerce-modules/index.html.md) integrate third-party services relevant for commerce or user-facing features. For example, you can integrate [Stripe](https://docs.medusajs.com/resources/commerce-modules/payment/payment-provider/stripe/index.html.md) through a Payment Module Provider, or [ShipStation](https://docs.medusajs.com/resources/integrations/guides/shipstation/index.html.md) through a Fulfillment Module Provider. + +You can also integrate third-party services for custom functionalities. For example, you can integrate [Sanity](https://docs.medusajs.com/resources/integrations/guides/sanity/index.html.md) for rich CMS capabilities, or [Odoo](https://docs.medusajs.com/resources/recipes/erp/odoo/index.html.md) to sync your Medusa application with your ERP system. + +You can replace any of the third-party services mentioned above to build your preferred commerce ecosystem. + +![Diagram illustrating the Commerce Modules integration to third-party services](https://res.cloudinary.com/dza7lstvk/image/upload/v1727175357/Medusa%20Book/service-commerce_qcbdsl.jpg) + +### Infrastructure Modules + +[Infrastructure Modules](https://docs.medusajs.com/resources/infrastructure-modules/index.html.md) integrate third-party services and systems that customize Medusa's infrastructure. Medusa has the following Infrastructure Modules: + +- [Cache Module](https://docs.medusajs.com/resources/infrastructure-modules/cache/index.html.md): Caches data that require heavy computation. You can integrate a custom module to handle the caching with services like Memcached, or use the existing [Redis Cache Module](https://docs.medusajs.com/resources/infrastructure-modules/cache/redis/index.html.md). +- [Event Module](https://docs.medusajs.com/resources/infrastructure-modules/event/index.html.md): A pub/sub system that allows you to subscribe to events and trigger them. You can integrate [Redis](https://docs.medusajs.com/resources/infrastructure-modules/event/redis/index.html.md) as the pub/sub system. +- [File Module](https://docs.medusajs.com/resources/infrastructure-modules/file/index.html.md): Manages file uploads and storage, such as upload of product images. You can integrate [AWS S3](https://docs.medusajs.com/resources/infrastructure-modules/file/s3/index.html.md) for file storage. +- [Locking Module](https://docs.medusajs.com/resources/infrastructure-modules/locking/index.html.md): Manages access to shared resources by multiple processes or threads, preventing conflict between processes and ensuring data consistency. You can integrate [Redis](https://docs.medusajs.com/resources/infrastructure-modules/locking/redis/index.html.md) for locking. +- [Notification Module](https://docs.medusajs.com/resources/infrastructure-modules/notification/index.html.md): Sends notifications to customers and users, such as for order updates or newsletters. You can integrate [SendGrid](https://docs.medusajs.com/resources/infrastructure-modules/notification/sendgrid/index.html.md) for sending emails. +- [Workflow Engine Module](https://docs.medusajs.com/resources/infrastructure-modules/workflow-engine/index.html.md): Orchestrates workflows that hold the business logic of your application. You can integrate [Redis](https://docs.medusajs.com/resources/infrastructure-modules/workflow-engine/redis/index.html.md) to orchestrate workflows. + +All of the third-party services mentioned above can be replaced to help you build your preferred architecture and ecosystem. + +![Diagram illustrating the Infrastructure Modules integration to third-party services and systems](https://res.cloudinary.com/dza7lstvk/image/upload/v1727175342/Medusa%20Book/service-arch_ozvryw.jpg) + +*** + +## Full Diagram of Medusa's Architecture + +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) + + # Admin Development -In the next chapters, you'll learn more about possible admin customizations. +In this chapter, you'll learn about th Medusa Admin dashboard and the possible ways to customize it. -You can customize the admin dashboard by: +## What is the Medusa Admin? -- Adding new sections to existing pages using Widgets. -- Adding new pages using UI Routes. +The Medusa Admin is an intuitive dashboard that allows merchants to manage their ecommerce store. It provides management featuers related to products, orders, customers, and more. -However, you can't customize the admin dashboard's layout, design, or the content of the existing pages (aside from injecting widgets). +To explore more what you can do with the Medusa Admin, check out the [User Guide](https://docs.medusajs.com/user-guide/index.html.md). These user guides are designed for merchants and provide the steps to perform any task within the Medusa Admin. + +The Medusa Admin is built with [Vite](https://vite.dev/). When you [install the Medusa application](https://docs.medusajs.com/learn/installation/index.html.md), you also install the Medusa Admin. Then, when you start the Medusa application, you can access the Medusa Admin at `http://localhost:9000/app`. + +If you don't have an admin user, use the [Medusa CLI](https://docs.medusajs.com/resources/medusa-cli/commands/user/index.html.md) to create one. + +*** + +## How to Customize the Medusa Admin? + +You can customize the Medusa Admin dashboard by: + +- Adding new sections to existing pages using [Widgets](https://docs.medusajs.com/learn/fundamentals/admin/widgets/index.html.md). +- Adding new pages using [UI Routes](https://docs.medusajs.com/learn/fundamentals/admin/ui-routes/index.html.md). + +The next chapters will cover these two topics in detail. + +### What You Can't Customize in the Medusa Admin + +You can't customize the admin dashboard's layout, design, or the content of the existing pages (aside from injecting widgets). + +If your use case requires heavy customization of the admin dashboard, you can build a custom admin dashboard using Medusa's [Admin API routes](https://docs.medusajs.com/api/admin). *** @@ -1883,27 +2307,244 @@ Refer to the [Medusa UI documentation](https://docs.medusajs.com/ui/index.html.m 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. -# Integrate Third-Party Systems +# API Routes -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. +In this chapter, you’ll learn what API Routes are and how to create them. -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. +## What is an API Route? -In Medusa, you integrate a third-party system by: +An API Route is an endpoint. It exposes commerce features to external applications, such as storefronts, the admin dashboard, or third-party systems. -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. +The Medusa core application provides a set of admin and store API routes out-of-the-box. You can also create custom API routes to expose your custom functionalities. *** -## Next Chapters: Sync Brands Example +## How to Create an API Route? -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: +An API Route is created in a TypeScript or JavaScript file under the `src/api` directory of your Medusa application. The file’s name must be `route.ts` or `route.js`. -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. +![Example of API route in the application's directory structure](https://res.cloudinary.com/dza7lstvk/image/upload/v1732808645/Medusa%20Book/route-dir-overview_dqgzmk.jpg) + +Each file exports API Route handler functions for at least one HTTP method (`GET`, `POST`, `DELETE`, etc…). + +For example, to create a `GET` API Route at `/hello-world`, create the file `src/api/hello-world/route.ts` with the following content: + +```ts title="src/api/hello-world/route.ts" +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" + +export const GET = ( + req: MedusaRequest, + res: MedusaResponse +) => { + res.json({ + message: "[GET] Hello world!", + }) +} +``` + +### Test API Route + +To test the API route above, start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +Then, send a `GET` request to the `/hello-world` API Route: + +```bash +curl http://localhost:9000/hello-world +``` + +*** + +## When to Use API Routes + +You're exposing custom functionality to be used by a storefront, admin dashboard, or any external application. + + +# Environment Variables + +In this chapter, you'll learn how environment variables are loaded in Medusa. + +## System Environment Variables + +The Medusa application loads and uses system environment variables. + +For example, if you set the `PORT` environment variable to `8000`, the Medusa application runs on that port instead of `9000`. + +In production, you should always use system environment variables that you set through your hosting provider. + +*** + +## Environment Variables in .env Files + +During development, it's easier to set environment variables in a `.env` file in your repository. + +Based on your `NODE_ENV` system environment variable, Medusa will try to load environment variables from the following `.env` files: + +As of [Medusa v2.5.0](https://github.com/medusajs/medusa/releases/tag/v2.5.0), `NODE_ENV` defaults to `production` when using `medusa start`. Otherwise, it defaults to `development`. + +|\`.env\`| +|---|---| +|\`NODE\_ENV\`|\`.env\`| +|\`NODE\_ENV\`|\`.env.production\`| +|\`NODE\_ENV\`|\`.env.staging\`| +|\`NODE\_ENV\`|\`.env.test\`| + +### Set Environment in `loadEnv` + +In the `medusa-config.ts` file of your Medusa application, you'll find a `loadEnv` function used that accepts `process.env.NODE_ENV` as a first parameter. + +This function is responsible for loading the correct `.env` file based on the value of `process.env.NODE_ENV`. + +To ensure that the correct `.env` file is loaded as shown in the table above, only specify `development`, `production`, `staging` or `test` as the value of `process.env.NODE_ENV` or as the parameter of `loadEnv`. + +*** + +## Environment Variables for Admin Customizations + +Since the Medusa Admin is built on top of [Vite](https://vite.dev/), you prefix the environment variables you want to use in a widget or UI route with `VITE_`. Then, you can access or use them with the `import.meta.env` object. + +Learn more in [this documentation](https://docs.medusajs.com/learn/fundamentals/admin/environment-variables/index.html.md). + +*** + +## Predefined Medusa Environment Variables + +The Medusa application uses the following predefined environment variables that you can set: + +You should opt for setting configurations in `medusa-config.ts` where possible. For a full list of Medusa configurations, refer to the [Medusa Configurations chapter](https://docs.medusajs.com/learn/configurations/medusa-config/index.html.md). + +|Environment Variable|Description|Default| +|---|---|---|---|---| +| +| +| +| +||The URL to connect to the PostgreSQL database. Only used if || +||URLs of storefronts that can access the Medusa backend's Store APIs. Only used if || +||URLs of admin dashboards that can access the Medusa backend's Admin APIs. Only used if || +||URLs of clients that can access the Medusa backend's authentication routes. Only used if || +||A random string used to create authentication tokens in the http layer. Only used if || +||A random string used to create cookie tokens in the http layer. Only used if || +||The URL to the Medusa backend. Only used if || +| +| +| +| +| +| +| +| +||The allowed levels to log. Learn more in || +||The file to save logs in. By default, logs aren't saved in any file. Learn more in || +||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/resources/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 Infrastructure 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/infrastructure-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/infrastructure-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/infrastructure-modules/event/create/index.html.md). # Custom CLI Scripts @@ -1976,63 +2617,154 @@ npx medusa exec ./src/scripts/my-script.ts arg1 arg2 ``` -# API Routes +# Medusa Container -In this chapter, you’ll learn what API Routes are and how to create them. +In this chapter, you’ll learn about the Medusa container and how to use it. -## What is an API Route? +## What is the Medusa Container? -An API Route is an endpoint. It exposes commerce features to external applications, such as storefronts, the admin dashboard, or third-party systems. +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 core application provides a set of admin and store API routes out-of-the-box. You can also create custom API routes to expose your custom functionalities. +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. -*** +Medusa simplifies this process by giving you access to the container, with the tools or resources already registered, at all times in your customizations. When you reach a point in your code where you need a tool, you resolve it from the container and use it. -## How to Create an API Route? +For example, consider you're creating an API route that retrieves products based on filters using [Query](https://docs.medusajs.com/learn/fundamentals/module-links/query/index.html.md), a tool that fetches data across the application. In the API route's function, you can resolve Query from the container passed to the API route and use it: -An API Route is created in a TypeScript or JavaScript file under the `src/api` directory of your Medusa application. The file’s name must be `route.ts` or `route.js`. +```ts highlights={highlights} +import { MedusaRequest, MedusaResponse } from "@medusajs/framework" +import { ContainerRegistrationKeys } from "@medusajs/framework/utils" -![Example of API route in the application's directory structure](https://res.cloudinary.com/dza7lstvk/image/upload/v1732808645/Medusa%20Book/route-dir-overview_dqgzmk.jpg) - -Each file exports API Route handler functions for at least one HTTP method (`GET`, `POST`, `DELETE`, etc…). - -For example, to create a `GET` API Route at `/hello-world`, create the file `src/api/hello-world/route.ts` with the following content: - -```ts title="src/api/hello-world/route.ts" -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" - -export const GET = ( +export async function GET( req: MedusaRequest, res: MedusaResponse -) => { +) { + const query = req.scope.resolve("query") + + const { data: products } = await query.graph({ + entity: "product", + fields: ["*"], + filters: { + id: "prod_123", + }, + }) + res.json({ - message: "[GET] Hello world!", + products, }) } ``` -### Test API Route +The API route accepts as a first parameter a request object that has a `scope` property, which is the Medusa container. It has a `resolve` method that resolves a resource from the container by the key it's registered with. -To test the API route above, start the Medusa application: - -```bash npm2yarn -npm run dev -``` - -Then, send a `GET` request to the `/hello-world` API Route: - -```bash -curl http://localhost:9000/hello-world -``` +You can learn more about how Query works in [this chapter](https://docs.medusajs.com/learn/fundamentals/module-links/query/index.html.md). *** -## When to Use API Routes +## List of Resources Registered in the Medusa Container -You're exposing custom functionality to be used by a storefront, admin dashboard, or any external application. +Find a full list of the registered resources and their registration key in [this reference](https://docs.medusajs.com/resources/medusa-container-resources/index.html.md) + +*** + +## How to Resolve From the Medusa Container + +This section gives quick examples of how to resolve resources from the Medusa container in customizations other than an API route, which is covered in the section above. + +### Subscriber + +A [subscriber](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md) function, which is executed when an event is emitted, accepts as a parameter an object with a `container` property, whose value is the Medusa container. Use its `resolve` method to resolve a resource by its registration key: + +```ts highlights={subscriberHighlights} +import { SubscriberArgs, type SubscriberConfig } from "@medusajs/framework" +import { ContainerRegistrationKeys } from "@medusajs/framework/utils" + +export default async function productCreateHandler({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + const query = container.resolve(ContainerRegistrationKeys.QUERY) + + const { data: products } = await query.graph({ + entity: "product", + fields: ["*"], + filters: { + id: data.id, + }, + }) + + console.log(`You created a product with the title ${products[0].title}`) +} + +export const config: SubscriberConfig = { + event: `product.created`, +} +``` + +### Scheduled Job + +A [scheduled job](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md) function, which is executed at a specified interval, accepts the Medusa container as a parameter. Use its `resolve` method to resolve a resource by its registration key: + +```ts highlights={scheduledJobHighlights} +import { MedusaContainer } from "@medusajs/framework/types" +import { ContainerRegistrationKeys } from "@medusajs/framework/utils" + +export default async function myCustomJob( + container: MedusaContainer +) { + const query = container.resolve(ContainerRegistrationKeys.QUERY) + + const { data: products } = await query.graph({ + entity: "product", + fields: ["*"], + filters: { + id: "prod_123", + }, + }) + + console.log( + `You have ${products.length} matching your filters.` + ) +} + +export const config = { + name: "every-minute-message", + // execute every minute + schedule: "* * * * *", +} +``` + +### Workflow Step + +A [step in a workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md), which is a special function where you build durable execution logic across multiple modules, accepts in its second parameter a `container` property, whose value is the Medusa container. Use its `resolve` method to resolve a resource by its registration key: + +```ts highlights={workflowStepsHighlight} +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { ContainerRegistrationKeys } from "@medusajs/framework/utils" + +const step1 = createStep("step-1", async (_, { container }) => { + const query = container.resolve(ContainerRegistrationKeys.QUERY) + + const { data: products } = await query.graph({ + entity: "product", + fields: ["*"], + filters: { + id: "prod_123", + }, + }) + + return new StepResponse(products) +}) +``` + +### Module Services and Loaders + +A [module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), which is a package of functionalities for a single feature or domain, has its own container, so it can't resolve resources from the Medusa container. + +Learn more about the module's container in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/container/index.html.md). # Data Models @@ -2139,85 +2871,6 @@ For example, the Blog Module's service would have methods like `retrievePost` an Refer to the [Service Factory](https://docs.medusajs.com/learn/fundamentals/modules/service-factory/index.html.md) chapter to learn more about how to extend the service factory and manage data models, and refer to the [Service Factory Reference](https://docs.medusajs.com/resources/service-factory-reference/index.html.md) for the full list of generated methods and how to use them. -# Environment Variables - -In this chapter, you'll learn how environment variables are loaded in Medusa. - -## System Environment Variables - -The Medusa application loads and uses system environment variables. - -For example, if you set the `PORT` environment variable to `8000`, the Medusa application runs on that port instead of `9000`. - -In production, you should always use system environment variables that you set through your hosting provider. - -*** - -## Environment Variables in .env Files - -During development, it's easier to set environment variables in a `.env` file in your repository. - -Based on your `NODE_ENV` system environment variable, Medusa will try to load environment variables from the following `.env` files: - -As of [Medusa v2.5.0](https://github.com/medusajs/medusa/releases/tag/v2.5.0), `NODE_ENV` defaults to `production` when using `medusa start`. Otherwise, it defaults to `development`. - -|\`.env\`| -|---|---| -|\`NODE\_ENV\`|\`.env\`| -|\`NODE\_ENV\`|\`.env.production\`| -|\`NODE\_ENV\`|\`.env.staging\`| -|\`NODE\_ENV\`|\`.env.test\`| - -### Set Environment in `loadEnv` - -In the `medusa-config.ts` file of your Medusa application, you'll find a `loadEnv` function used that accepts `process.env.NODE_ENV` as a first parameter. - -This function is responsible for loading the correct `.env` file based on the value of `process.env.NODE_ENV`. - -To ensure that the correct `.env` file is loaded as shown in the table above, only specify `development`, `production`, `staging` or `test` as the value of `process.env.NODE_ENV` or as the parameter of `loadEnv`. - -*** - -## Environment Variables for Admin Customizations - -Since the Medusa Admin is built on top of [Vite](https://vite.dev/), you prefix the environment variables you want to use in a widget or UI route with `VITE_`. Then, you can access or use them with the `import.meta.env` object. - -Learn more in [this documentation](https://docs.medusajs.com/learn/fundamentals/admin/environment-variables/index.html.md). - -*** - -## Predefined Medusa Environment Variables - -The Medusa application uses the following predefined environment variables that you can set: - -You should opt for setting configurations in `medusa-config.ts` where possible. For a full list of Medusa configurations, refer to the [Medusa Configurations chapter](https://docs.medusajs.com/learn/configurations/medusa-config/index.html.md). - -|Environment Variable|Description|Default| -|---|---|---|---|---| -| -| -| -| -||The URL to connect to the PostgreSQL database. Only used if || -||URLs of storefronts that can access the Medusa backend's Store APIs. Only used if || -||URLs of admin dashboards that can access the Medusa backend's Admin APIs. Only used if || -||URLs of clients that can access the Medusa backend's authentication routes. Only used if || -||A random string used to create authentication tokens in the http layer. Only used if || -||A random string used to create cookie tokens in the http layer. Only used if || -||The URL to the Medusa backend. Only used if || -| -| -| -| -| -| -| -| -||The allowed levels to log. Learn more in || -||The file to save logs in. By default, logs aren't saved in any file. Learn more in || -||Whether to disable analytics data collection. Learn more in || - - # Framework Overview In this chapter, you'll learn about the Medusa Framework and how it facilitates building customizations in your Medusa application. @@ -2988,511 +3641,6 @@ 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 - -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 Infrastructure 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/infrastructure-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/infrastructure-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/infrastructure-modules/event/create/index.html.md). - - -# Medusa Container - -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. - -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. - -Medusa simplifies this process by giving you access to the container, with the tools or resources already registered, at all times in your customizations. When you reach a point in your code where you need a tool, you resolve it from the container and use it. - -For example, consider you're creating an API route that retrieves products based on filters using [Query](https://docs.medusajs.com/learn/fundamentals/module-links/query/index.html.md), a tool that fetches data across the application. In the API route's function, you can resolve Query from the container passed to the API route and use it: - -```ts highlights={highlights} -import { MedusaRequest, MedusaResponse } from "@medusajs/framework" -import { ContainerRegistrationKeys } from "@medusajs/framework/utils" - -export async function GET( - req: MedusaRequest, - res: MedusaResponse -) { - const query = req.scope.resolve("query") - - const { data: products } = await query.graph({ - entity: "product", - fields: ["*"], - filters: { - id: "prod_123", - }, - }) - - res.json({ - products, - }) -} -``` - -The API route accepts as a first parameter a request object that has a `scope` property, which is the Medusa container. It has a `resolve` method that resolves a resource from the container by the key it's registered with. - -You can learn more about how Query works in [this chapter](https://docs.medusajs.com/learn/fundamentals/module-links/query/index.html.md). - -*** - -## List of Resources Registered in the Medusa Container - -Find a full list of the registered resources and their registration key in [this reference](https://docs.medusajs.com/resources/medusa-container-resources/index.html.md) - -*** - -## How to Resolve From the Medusa Container - -This section gives quick examples of how to resolve resources from the Medusa container in customizations other than an API route, which is covered in the section above. - -### Subscriber - -A [subscriber](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md) function, which is executed when an event is emitted, accepts as a parameter an object with a `container` property, whose value is the Medusa container. Use its `resolve` method to resolve a resource by its registration key: - -```ts highlights={subscriberHighlights} -import { SubscriberArgs, type SubscriberConfig } from "@medusajs/framework" -import { ContainerRegistrationKeys } from "@medusajs/framework/utils" - -export default async function productCreateHandler({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - const query = container.resolve(ContainerRegistrationKeys.QUERY) - - const { data: products } = await query.graph({ - entity: "product", - fields: ["*"], - filters: { - id: data.id, - }, - }) - - console.log(`You created a product with the title ${products[0].title}`) -} - -export const config: SubscriberConfig = { - event: `product.created`, -} -``` - -### Scheduled Job - -A [scheduled job](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md) function, which is executed at a specified interval, accepts the Medusa container as a parameter. Use its `resolve` method to resolve a resource by its registration key: - -```ts highlights={scheduledJobHighlights} -import { MedusaContainer } from "@medusajs/framework/types" -import { ContainerRegistrationKeys } from "@medusajs/framework/utils" - -export default async function myCustomJob( - container: MedusaContainer -) { - const query = container.resolve(ContainerRegistrationKeys.QUERY) - - const { data: products } = await query.graph({ - entity: "product", - fields: ["*"], - filters: { - id: "prod_123", - }, - }) - - console.log( - `You have ${products.length} matching your filters.` - ) -} - -export const config = { - name: "every-minute-message", - // execute every minute - schedule: "* * * * *", -} -``` - -### Workflow Step - -A [step in a workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md), which is a special function where you build durable execution logic across multiple modules, accepts in its second parameter a `container` property, whose value is the Medusa container. Use its `resolve` method to resolve a resource by its registration key: - -```ts highlights={workflowStepsHighlight} -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { ContainerRegistrationKeys } from "@medusajs/framework/utils" - -const step1 = createStep("step-1", async (_, { container }) => { - const query = container.resolve(ContainerRegistrationKeys.QUERY) - - const { data: products } = await query.graph({ - entity: "product", - fields: ["*"], - filters: { - id: "prod_123", - }, - }) - - return new StepResponse(products) -}) -``` - -### Module Services and Loaders - -A [module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), which is a package of functionalities for a single feature or domain, has its own container, so it can't resolve resources from the Medusa container. - -Learn more about the module's container in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/container/index.html.md). - - -# Define Module Link - -In this chapter, you’ll learn what a module link is and how to define one. - -## What is a Module Link? - -Medusa's modular architecture isolates modules from one another to ensure they can be integrated into your application without side effects. Module isolation has other benefits, which you can learn about in the [Module Isolation chapter](https://docs.medusajs.com/learn/fundamentals/modules/isolation/index.html.md). Since modules are isolated, you can't access another module's data models to add a relation to it or extend it. Instead, you use a module link. - -A module link forms an association between two data models of different modules while maintaining module isolation. Using module links, you can build virtual relations between your custom data models and data models in the Commerce Modules, which is useful as you extend the features provided by the Commerce Modules. Then, Medusa creates a link table in the database to store the IDs of the linked records. You'll learn more about link tables later in this chapter. - -For example, the [Brand Customizations Tutorial](https://docs.medusajs.com/learn/customization/extend-features/index.html.md) shows how to create a Brand Module that adds the concept of brands to your application, then link those brands to a product. - -*** - -## How to Define a Module Link? - -### 1. Create Link File - -Module links are defined in a TypeScript or JavaScript file under the `src/links` directory. The file defines the link using `defineLink` from the Modules SDK and exports it. - -For example: - -```ts title="src/links/blog-product.ts" highlights={highlights} -import BlogModule from "../modules/blog" -import ProductModule from "@medusajs/medusa/product" -import { defineLink } from "@medusajs/framework/utils" - -export default defineLink( - ProductModule.linkable.product, - BlogModule.linkable.post -) -``` - -The `defineLink` function accepts as parameters the link configurations of each module's data model. A module has a special `linkable` property that holds these configurations for its data models. - -In this example, you define a module link between the `blog` module's `post` data model and the Product Module's `Product` data model. - -### 2. Sync Links - -After defining the link, run the `db:sync-links` command: - -```bash -npx medusa db:sync-links -``` - -The Medusa application creates a new table for your module link to store the IDs of linked records. - -You can also use the `db:migrate` command, which runs both the migrations and syncs the links. - -Use either of these commands whenever you make changes to your link definitions. For example, run this command if you remove your link definition file. - -*** - -### Module Link's Database Table - -When you define a module link, the Medusa application creates a table in the database for that module link. The table's name is a combination of the names of the two data models linked in the format `module1_table1_module2_table2`, where: - -- `module1` and `module2` are the names of the modules. -- `table1` and `table2` are the table names of the data models. - -For example, if you define a link between the `Product` data model from the [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md) and a `Post` data model from a Blog Module, the table name would be `product_product_blog_post`. - -The table has two columns, each storing the ID of a record from the linked data models. For example, the `product_product_blog_post` table would have columns `product_id` and `post_id`. These columns store only the IDs of the linked records and do not hold a foreign key constraint. - -Then, when you create links between records of the data models, the IDs of these data models are stored as a new record in the link's table. - -You can also add custom columns in the link table as explained in the [Add Columns to Link Table chapter](https://docs.medusajs.com/learn/fundamentals/module-links/custom-columns/index.html.md). - -![Diagram illustration for module links](https://res.cloudinary.com/dza7lstvk/image/upload/v1741696766/Medusa%20Book/custom-links_vezsx8.jpg) - -*** - -## When to Use Module Links - -- You want to create a relation between data models from different modules. -- You want to extend the data model of another module. - -You want to create a relationship between data models in the same module. Use data model relationships instead. - -*** - -## Define a List Module Link - -By default, a module link establishes a one-to-one relation: a record of a data model is linked to one record of the other data model. - -To specify that a data model can have multiple of its records linked to the other data model's record, use the `isList` option. - -For example: - -```ts -import BlogModule from "../modules/blog" -import ProductModule from "@medusajs/medusa/product" -import { defineLink } from "@medusajs/framework/utils" - -export default defineLink( - ProductModule.linkable.product, - { - linkable: BlogModule.linkable.post, - isList: true, - } -) -``` - -In this case, you pass an object of configuration as a parameter instead. The object accepts the following properties: - -- `linkable`: The data model's link configuration. -- `isList`: Whether multiple records can be linked to one record of the other data model. - -In this example, a record of `product` can be linked to more than one record of `post`. - -### Many-to-Many Module Link - -Your module link can also establish a many-to-many relation between the linked data models. To do this, enable `isList` on both sides of the link. - -For example: - -```ts -import BlogModule from "../modules/blog" -import ProductModule from "@medusajs/medusa/product" -import { defineLink } from "@medusajs/framework/utils" - -export default defineLink( - { - linkable: ProductModule.linkable.product, - isList: true, - }, - { - linkable: BlogModule.linkable.post, - isList: true, - } -) -``` - -*** - -## Set Delete Cascades on Link - -To enable delete cascade on a link so that when a record is deleted, its linked records are also deleted, pass the `deleteCascade` property in the object passed to `defineLink`. - -For example: - -```ts -import BlogModule from "../modules/blog" -import ProductModule from "@medusajs/medusa/product" -import { defineLink } from "@medusajs/framework/utils" - -export default defineLink( - ProductModule.linkable.product, - { - linkable: BlogModule.linkable.post, - deleteCascade: true, - } -) -``` - -In this example, when a product is deleted, its linked `post` record is also deleted. - -*** - -## Renaming Participants in a Module Link - -As mentioned in the [Module Link's Database Table](#module-links-database-table) section, the name of a link's table consists of the names of the modules and the data models' table names. - -So, if you rename a module or a data model's table, then run the `db:sync-links` or `db:migrate` commands, you'll be asked to delete the old link table and create a new one. - -A data model's table name is passed in the first parameter of `model.define`, and a module's name is passed in the first parameter of `Module` in the module's `index.ts` file. - -For example, if you have the link table `product_product_blog_post` and you rename the Blog Module from `blog` to `article`, Medusa considers the old link definition deleted. Then, when you run the `db:sync-links` or `db:migrate` command, Medusa will ask if you want to delete the old link table, and will create a new one with the new name `product_product_article_post`. - -To resolve this, you can rename the link table in the link definition. - -### Rename Link Table - -If you need to rename a module or its data model's table, you can persist the old name by passing a third parameter to `defineLink`. This parameter is an object of additional configurations. It accepts a `database` property that allows you to configure the link's table name. - -For example, after renaming the Blog Module to `article`, you can persist the old name `blog` in the link table name: - -```ts highlights={renameHighlights} -import ArticleModule from "../modules/article" -import ProductModule from "@medusajs/medusa/product" -import { defineLink } from "@medusajs/framework/utils" - -export default defineLink( - ProductModule.linkable.product, - { - linkable: ArticleModule.linkable.post, - isList: true, - }, - { - database: { - table: "product_product_blog_post", - }, - } -) -``` - -In this example, you set the `table` property in the `database` object to the old link table name `product_product_blog_post`, ensuring that the old link table is not deleted. - -This is enough to rename the link table when you rename a module. If you renamed a data model's table, you need to also run the `db:sync-links` or `db:migrate` commands, which will update the column names in the link table automatically: - -```bash -npx medusa db:migrate -``` - -*** - -## Delete Module Link Definition - -To delete a module link definition, remove the link file from the `src/links` directory. Then, run the `db:sync-links` or `db:migrate` command to delete the link table from the database: - -```bash -npx medusa db:migrate -``` - - -# Plugins - -In this chapter, you'll learn what a plugin is in Medusa. - -Plugins are available starting from [Medusa v2.3.0](https://github.com/medusajs/medusa/releases/tag/v2.3.0). - -## What is a Plugin? - -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). - -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. - -![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). - -*** - -## Plugin vs Module - -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. - -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, 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. - -- You want to reuse your Medusa customizations across multiple projects. -- You want to share your Medusa customizations with the community. - -- 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. - -*** - -## How to Create a Plugin? - -The next chapter explains how you can create and publish a plugin. - - # Scheduled Jobs In this chapter, you’ll learn about scheduled jobs and how to use them. @@ -3587,6 +3735,44 @@ In the scheduled job function, you execute the `syncProductToErpWorkflow` by inv The next time you start the Medusa application, it will run this job every day at midnight. +# Plugins + +In this chapter, you'll learn what a plugin is in Medusa. + +Plugins are available starting from [Medusa v2.3.0](https://github.com/medusajs/medusa/releases/tag/v2.3.0). + +## What is a Plugin? + +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). + +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. + +![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). + +*** + +## Plugin vs Module + +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. + +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, 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. + +- You want to reuse your Medusa customizations across multiple projects. +- You want to share your Medusa customizations with the community. + +- 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. + +*** + +## How to Create a Plugin? + +The next chapter explains how you can create and publish a plugin. + + # Modules In this chapter, you’ll learn about modules and how to create them. @@ -3979,387 +4165,6 @@ ADMIN_DISABLED=true ``` -# Medusa's Architecture - -In this chapter, you'll learn about the architectural layers in Medusa. - -Find the full architectural diagram at the [end of this chapter](#full-diagram-of-medusas-architecture). - -## HTTP, Workflow, and Module Layers - -Medusa is a headless commerce platform. So, storefronts, admin dashboards, and other clients consume Medusa's functionalities through its API routes. - -In a common Medusa application, requests go through four layers in the stack. In order of entry, those are: - -1. API Routes (HTTP): Our API Routes are the typical entry point. The Medusa server is based on Express.js, which handles incoming requests. It can also connect to a Redis database that stores the server session data. -2. Workflows: API Routes consume workflows that hold the opinionated business logic of your application. -3. Modules: Workflows use domain-specific modules for resource management. -4. Data store: Modules query the underlying datastore, which is a PostgreSQL database in common cases. - -These layers of stack can be implemented within [plugins](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md). - -![This diagram illustrates the entry point of requests into the Medusa application through API routes. It shows a storefront and an admin that can send a request to the HTTP layer. The HTTP layer then uses workflows to handle the business logic. Finally, the workflows use modules to query and manipulate data in the data stores.](https://res.cloudinary.com/dza7lstvk/image/upload/v1727175296/Medusa%20Book/http-layer_sroafr.jpg) - -*** - -## Database Layer - -The Medusa application injects into each module, including your [custom modules](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), a connection to the configured PostgreSQL database. Modules use that connection to read and write data to the database. - -Modules can be implemented within [plugins](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md). - -![This diagram illustrates how modules connect to the database.](https://res.cloudinary.com/dza7lstvk/image/upload/v1727175379/Medusa%20Book/db-layer_pi7tix.jpg) - -*** - -## Third-Party Integrations Layer - -Third-party services and systems are integrated through Medusa's Commerce and Infrastructure Modules. You also create custom third-party integrations through a [custom module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). - -Modules can be implemented within [plugins](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md). - -### Commerce Modules - -[Commerce Modules](https://docs.medusajs.com/resources/commerce-modules/index.html.md) integrate third-party services relevant for commerce or user-facing features. For example, you can integrate [Stripe](https://docs.medusajs.com/resources/commerce-modules/payment/payment-provider/stripe/index.html.md) through a Payment Module Provider, or [ShipStation](https://docs.medusajs.com/resources/integrations/guides/shipstation/index.html.md) through a Fulfillment Module Provider. - -You can also integrate third-party services for custom functionalities. For example, you can integrate [Sanity](https://docs.medusajs.com/resources/integrations/guides/sanity/index.html.md) for rich CMS capabilities, or [Odoo](https://docs.medusajs.com/resources/recipes/erp/odoo/index.html.md) to sync your Medusa application with your ERP system. - -You can replace any of the third-party services mentioned above to build your preferred commerce ecosystem. - -![Diagram illustrating the Commerce Modules integration to third-party services](https://res.cloudinary.com/dza7lstvk/image/upload/v1727175357/Medusa%20Book/service-commerce_qcbdsl.jpg) - -### Infrastructure Modules - -[Infrastructure Modules](https://docs.medusajs.com/resources/infrastructure-modules/index.html.md) integrate third-party services and systems that customize Medusa's infrastructure. Medusa has the following Infrastructure Modules: - -- [Cache Module](https://docs.medusajs.com/resources/infrastructure-modules/cache/index.html.md): Caches data that require heavy computation. You can integrate a custom module to handle the caching with services like Memcached, or use the existing [Redis Cache Module](https://docs.medusajs.com/resources/infrastructure-modules/cache/redis/index.html.md). -- [Event Module](https://docs.medusajs.com/resources/infrastructure-modules/event/index.html.md): A pub/sub system that allows you to subscribe to events and trigger them. You can integrate [Redis](https://docs.medusajs.com/resources/infrastructure-modules/event/redis/index.html.md) as the pub/sub system. -- [File Module](https://docs.medusajs.com/resources/infrastructure-modules/file/index.html.md): Manages file uploads and storage, such as upload of product images. You can integrate [AWS S3](https://docs.medusajs.com/resources/infrastructure-modules/file/s3/index.html.md) for file storage. -- [Locking Module](https://docs.medusajs.com/resources/infrastructure-modules/locking/index.html.md): Manages access to shared resources by multiple processes or threads, preventing conflict between processes and ensuring data consistency. You can integrate [Redis](https://docs.medusajs.com/resources/infrastructure-modules/locking/redis/index.html.md) for locking. -- [Notification Module](https://docs.medusajs.com/resources/infrastructure-modules/notification/index.html.md): Sends notifications to customers and users, such as for order updates or newsletters. You can integrate [SendGrid](https://docs.medusajs.com/resources/infrastructure-modules/notification/sendgrid/index.html.md) for sending emails. -- [Workflow Engine Module](https://docs.medusajs.com/resources/infrastructure-modules/workflow-engine/index.html.md): Orchestrates workflows that hold the business logic of your application. You can integrate [Redis](https://docs.medusajs.com/resources/infrastructure-modules/workflow-engine/redis/index.html.md) to orchestrate workflows. - -All of the third-party services mentioned above can be replaced to help you build your preferred architecture and ecosystem. - -![Diagram illustrating the Infrastructure Modules integration to third-party services and systems](https://res.cloudinary.com/dza7lstvk/image/upload/v1727175342/Medusa%20Book/service-arch_ozvryw.jpg) - -*** - -## Full Diagram of Medusa's Architecture - -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/infrastructure-modules/cache/redis/index.html.md) -- [Redis Event Bus Module](https://docs.medusajs.com/resources/infrastructure-modules/event/redis/index.html.md) -- [Workflow Engine Redis Module](https://docs.medusajs.com/resources/infrastructure-modules/workflow-engine/redis/index.html.md) -- [S3 File Module Provider](https://docs.medusajs.com/resources/infrastructure-modules/file/s3/index.html.md) (or other file module providers production-ready). -- [SendGrid Notification Module Provider](https://docs.medusajs.com/resources/infrastructure-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 [Infrastructure Modules](https://docs.medusajs.com/resources/infrastructure-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 Infrastructure 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 Infrastructure 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. - - # Workflows In this chapter, you’ll learn about workflows and how to define and execute them. @@ -4614,6 +4419,221 @@ You can now execute this workflow in a custom API route, scheduled job, or subsc Find a full list of the registered resources in the Medusa container and their registration key in [this reference](https://docs.medusajs.com/resources/medusa-container-resources/index.html.md). You can use these resources in your custom workflows. +# Define Module Link + +In this chapter, you’ll learn what a module link is and how to define one. + +## What is a Module Link? + +Medusa's modular architecture isolates modules from one another to ensure they can be integrated into your application without side effects. Module isolation has other benefits, which you can learn about in the [Module Isolation chapter](https://docs.medusajs.com/learn/fundamentals/modules/isolation/index.html.md). Since modules are isolated, you can't access another module's data models to add a relation to it or extend it. Instead, you use a module link. + +A module link forms an association between two data models of different modules while maintaining module isolation. Using module links, you can build virtual relations between your custom data models and data models in the Commerce Modules, which is useful as you extend the features provided by the Commerce Modules. Then, Medusa creates a link table in the database to store the IDs of the linked records. You'll learn more about link tables later in this chapter. + +For example, the [Brand Customizations Tutorial](https://docs.medusajs.com/learn/customization/extend-features/index.html.md) shows how to create a Brand Module that adds the concept of brands to your application, then link those brands to a product. + +*** + +## How to Define a Module Link? + +### 1. Create Link File + +Module links are defined in a TypeScript or JavaScript file under the `src/links` directory. The file defines the link using `defineLink` from the Modules SDK and exports it. + +For example: + +```ts title="src/links/blog-product.ts" highlights={highlights} +import BlogModule from "../modules/blog" +import ProductModule from "@medusajs/medusa/product" +import { defineLink } from "@medusajs/framework/utils" + +export default defineLink( + ProductModule.linkable.product, + BlogModule.linkable.post +) +``` + +The `defineLink` function accepts as parameters the link configurations of each module's data model. A module has a special `linkable` property that holds these configurations for its data models. + +In this example, you define a module link between the `blog` module's `post` data model and the Product Module's `Product` data model. + +### 2. Sync Links + +After defining the link, run the `db:sync-links` command: + +```bash +npx medusa db:sync-links +``` + +The Medusa application creates a new table for your module link to store the IDs of linked records. + +You can also use the `db:migrate` command, which runs both the migrations and syncs the links. + +Use either of these commands whenever you make changes to your link definitions. For example, run this command if you remove your link definition file. + +*** + +### Module Link's Database Table + +When you define a module link, the Medusa application creates a table in the database for that module link. The table's name is a combination of the names of the two data models linked in the format `module1_table1_module2_table2`, where: + +- `module1` and `module2` are the names of the modules. +- `table1` and `table2` are the table names of the data models. + +For example, if you define a link between the `Product` data model from the [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md) and a `Post` data model from a Blog Module, the table name would be `product_product_blog_post`. + +The table has two columns, each storing the ID of a record from the linked data models. For example, the `product_product_blog_post` table would have columns `product_id` and `post_id`. These columns store only the IDs of the linked records and do not hold a foreign key constraint. + +Then, when you create links between records of the data models, the IDs of these data models are stored as a new record in the link's table. + +You can also add custom columns in the link table as explained in the [Add Columns to Link Table chapter](https://docs.medusajs.com/learn/fundamentals/module-links/custom-columns/index.html.md). + +![Diagram illustration for module links](https://res.cloudinary.com/dza7lstvk/image/upload/v1741696766/Medusa%20Book/custom-links_vezsx8.jpg) + +*** + +## When to Use Module Links + +- You want to create a relation between data models from different modules. +- You want to extend the data model of another module. + +You want to create a relationship between data models in the same module. Use data model relationships instead. + +*** + +## Define a List Module Link + +By default, a module link establishes a one-to-one relation: a record of a data model is linked to one record of the other data model. + +To specify that a data model can have multiple of its records linked to the other data model's record, use the `isList` option. + +For example: + +```ts +import BlogModule from "../modules/blog" +import ProductModule from "@medusajs/medusa/product" +import { defineLink } from "@medusajs/framework/utils" + +export default defineLink( + ProductModule.linkable.product, + { + linkable: BlogModule.linkable.post, + isList: true, + } +) +``` + +In this case, you pass an object of configuration as a parameter instead. The object accepts the following properties: + +- `linkable`: The data model's link configuration. +- `isList`: Whether multiple records can be linked to one record of the other data model. + +In this example, a record of `product` can be linked to more than one record of `post`. + +### Many-to-Many Module Link + +Your module link can also establish a many-to-many relation between the linked data models. To do this, enable `isList` on both sides of the link. + +For example: + +```ts +import BlogModule from "../modules/blog" +import ProductModule from "@medusajs/medusa/product" +import { defineLink } from "@medusajs/framework/utils" + +export default defineLink( + { + linkable: ProductModule.linkable.product, + isList: true, + }, + { + linkable: BlogModule.linkable.post, + isList: true, + } +) +``` + +*** + +## Set Delete Cascades on Link + +To enable delete cascade on a link so that when a record is deleted, its linked records are also deleted, pass the `deleteCascade` property in the object passed to `defineLink`. + +For example: + +```ts +import BlogModule from "../modules/blog" +import ProductModule from "@medusajs/medusa/product" +import { defineLink } from "@medusajs/framework/utils" + +export default defineLink( + ProductModule.linkable.product, + { + linkable: BlogModule.linkable.post, + deleteCascade: true, + } +) +``` + +In this example, when a product is deleted, its linked `post` record is also deleted. + +*** + +## Renaming Participants in a Module Link + +As mentioned in the [Module Link's Database Table](#module-links-database-table) section, the name of a link's table consists of the names of the modules and the data models' table names. + +So, if you rename a module or a data model's table, then run the `db:sync-links` or `db:migrate` commands, you'll be asked to delete the old link table and create a new one. + +A data model's table name is passed in the first parameter of `model.define`, and a module's name is passed in the first parameter of `Module` in the module's `index.ts` file. + +For example, if you have the link table `product_product_blog_post` and you rename the Blog Module from `blog` to `article`, Medusa considers the old link definition deleted. Then, when you run the `db:sync-links` or `db:migrate` command, Medusa will ask if you want to delete the old link table, and will create a new one with the new name `product_product_article_post`. + +To resolve this, you can rename the link table in the link definition. + +### Rename Link Table + +If you need to rename a module or its data model's table, you can persist the old name by passing a third parameter to `defineLink`. This parameter is an object of additional configurations. It accepts a `database` property that allows you to configure the link's table name. + +For example, after renaming the Blog Module to `article`, you can persist the old name `blog` in the link table name: + +```ts highlights={renameHighlights} +import ArticleModule from "../modules/article" +import ProductModule from "@medusajs/medusa/product" +import { defineLink } from "@medusajs/framework/utils" + +export default defineLink( + ProductModule.linkable.product, + { + linkable: ArticleModule.linkable.post, + isList: true, + }, + { + database: { + table: "product_product_blog_post", + }, + } +) +``` + +In this example, you set the `table` property in the `database` object to the old link table name `product_product_blog_post`, ensuring that the old link table is not deleted. + +This is enough to rename the link table when you rename a module. If you renamed a data model's table, you need to also run the `db:sync-links` or `db:migrate` commands, which will update the column names in the link table automatically: + +```bash +npx medusa db:migrate +``` + +*** + +## Delete Module Link Definition + +To delete a module link definition, remove the link file from the `src/links` directory. Then, run the `db:sync-links` or `db:migrate` command to delete the link table from the database: + +```bash +npx medusa db:migrate +``` + + # Usage Information At Medusa, we strive to provide the best experience for developers using our platform. For that reason, Medusa collects anonymous and non-sensitive data that provides a global understanding of how users are using Medusa. @@ -4704,72 +4724,6 @@ MEDUSA_FF_ANALYTICS=false ``` -# 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. - -The Next.js Starter storefront provides rich commerce features and a sleek design. Developers and businesses can use it as-is or build on top of it to tailor it for the business's unique use case, design, and customer experience. - -In this chapter, you’ll learn how to install the Next.js Starter storefront separately from the Medusa application. You can also install it while installing the Medusa application as explained in [the installation chapter](https://docs.medusajs.com/learn/installation/index.html.md). - -## Install Next.js Starter - -### Prerequisites - -- [Node.js v20+](https://nodejs.org/en/download) -- [Git CLI tool](https://git-scm.com/downloads) - -If you already have a Medusa application installed with at least one region, you can install the Next.js Starter storefront with the following steps: - -1. Clone the [Next.js Starter](https://github.com/medusajs/nextjs-starter-medusa): - -```bash -git clone https://github.com/medusajs/nextjs-starter-medusa my-medusa-storefront -``` - -2. Change to the `my-medusa-storefront` directory, install the dependencies, and rename the template environment variable file: - -```bash npm2yarn -cd my-medusa-storefront -npm install -mv .env.template .env.local -``` - -3. Set the Medusa application's publishable API key in the `NEXT_PUBLIC_MEDUSA_PUBLISHABLE_KEY` environment variable. You can retrieve the publishable API key in on the Medusa Admin dashboard by going to Settings -> Publishable API Keys - -```bash -NEXT_PUBLIC_MEDUSA_PUBLISHABLE_KEY=pk_123... -``` - -4. While the Medusa application is running, start the Next.js Starter storefront: - -```bash npm2yarn -npm run dev -``` - -Your Next.js Starter storefront is now running at `http://localhost:8000`. - -*** - -## Customize Storefront - -To customize the storefront, refer to the following directories: - -- `src/app`: The storefront’s pages. -- `src/modules`: The storefront’s components. -- `src/styles`: The storefront’s styles. - -You can learn more about development with Next.js through [their documentation](https://nextjs.org/docs/getting-started). - -*** - -## Configurations and Integrations - -The Next.js Starter is compatible with some Medusa integrations out-of-the-box, such as the Stripe provider module. You can also change some of its configurations if necessary. - -Refer to the [Next.js Starter reference](https://docs.medusajs.com/resources/nextjs-starter/index.html.md) for more details. - - # 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. @@ -4852,162 +4806,6 @@ To manage that database, such as changing its name or perform operations on it i The next chapters provide examples of writing integration tests for API routes and workflows. -# 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. - -A module is a reusable package of functionalities related to a single domain or integration. Medusa comes with multiple pre-built modules for core commerce needs, such as the [Cart Module](https://docs.medusajs.com/resources/commerce-modules/cart/index.html.md) that holds the data models and business logic for cart operations. - -In a module, you create data models and business logic to manage them. In the next chapters, you'll see how you use the module to build commerce features. - -Learn more about modules in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). - -## 1. Create Module Directory - -Modules are created in a sub-directory of `src/modules`. So, start by creating the directory `src/modules/brand` that will hold the Brand Module's files. - -![Directory structure in Medusa project after adding the brand directory](https://res.cloudinary.com/dza7lstvk/image/upload/v1732868844/Medusa%20Book/brand-dir-overview-1_hxwvgx.jpg) - -*** - -## 2. Create Data Model - -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. - -Learn more about data models in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules#1-create-data-model/index.html.md). - -You create a data model in a TypeScript or JavaScript file under the `models` directory of a module. So, to create a data model that represents a new `brand` table in the database, create the file `src/modules/brand/models/brand.ts` with the following content: - -![Directory structure in module after adding the brand data model](https://res.cloudinary.com/dza7lstvk/image/upload/v1732868920/Medusa%20Book/brand-dir-overview-2_lexhdl.jpg) - -```ts title="src/modules/brand/models/brand.ts" -import { model } from "@medusajs/framework/utils" - -export const Brand = model.define("brand", { - id: model.id().primaryKey(), - name: model.text(), -}) -``` - -You create a `Brand` data model which has an `id` primary key property, and a `name` text property. - -You define the data model using the `define` method of the DML. It accepts two parameters: - -1. The first one is the name of the data model's table in the database. Use snake-case names. -2. The second is an object, which is the data model's schema. - -Learn about other property types in [this chapter](https://docs.medusajs.com/learn/fundamentals/data-models/properties/index.html.md). - -*** - -## 3. Create Module Service - -You perform database operations on your data models in a service, which is a class exported by the module and acts like an interface to its functionalities. - -In this step, you'll create the Brand Module's service that provides methods to manage the `Brand` data model. In the next chapters, you'll use this service when exposing custom features that involve managing brands. - -Learn more about services in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules#2-create-service/index.html.md). - -You define a service in a `service.ts` or `service.js` file at the root of your module's directory. So, create the file `src/modules/brand/service.ts` with the following content: - -![Directory structure in module after adding the service](https://res.cloudinary.com/dza7lstvk/image/upload/v1732868984/Medusa%20Book/brand-dir-overview-3_jo7baj.jpg) - -```ts title="src/modules/brand/service.ts" highlights={serviceHighlights} -import { MedusaService } from "@medusajs/framework/utils" -import { Brand } from "./models/brand" - -class BrandModuleService extends MedusaService({ - Brand, -}) { - -} - -export default BrandModuleService -``` - -The `BrandModuleService` extends a class returned by `MedusaService` from the Modules SDK. This function generates a class with data-management methods for your module's data models. - -The `MedusaService` function receives an object of the module's data models as a parameter, and generates methods to manage those data models. So, the `BrandModuleService` now has methods like `createBrands` and `retrieveBrand` to manage the `Brand` data model. - -You'll use these methods in the [next chapter](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md). - -Find a reference of all generated methods in [this guide](https://docs.medusajs.com/resources/service-factory-reference/index.html.md). - -*** - -## 4. Export Module Definition - -A module must export a definition that tells Medusa the name of the module and its main service. This definition is exported in an `index.ts` file at the module's root directory. - -So, to export the Brand Module's definition, create the file `src/modules/brand/index.ts` with the following content: - -![Directory structure in module after adding the definition file](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869045/Medusa%20Book/brand-dir-overview-4_nf8ymw.jpg) - -```ts title="src/modules/brand/index.ts" -import { Module } from "@medusajs/framework/utils" -import BrandModuleService from "./service" - -export const BRAND_MODULE = "brand" - -export default Module(BRAND_MODULE, { - service: BrandModuleService, -}) -``` - -You use `Module` from the Modules SDK to create the module's definition. It accepts two parameters: - -1. The module's name (`brand`). You'll use this name when you use this module in other customizations. -2. An object with a required property `service` indicating the module's main service. - -You export `BRAND_MODULE` to reference the module's name more reliably in other customizations. - -*** - -## 5. Add Module to Medusa's Configurations - -To start using your module, you must add it to Medusa's configurations in `medusa-config.ts`. - -The object passed to `defineConfig` in `medusa-config.ts` accepts a `modules` property, whose value is an array of modules to add to the application. So, add the following in `medusa-config.ts`: - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "./src/modules/brand", - }, - ], -}) -``` - -The Brand Module is now added to your Medusa application. You'll start using it in the [next chapter](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md). - -*** - -## 6. Generate and Run Migrations - -A migration is a TypeScript or JavaScript file that defines database changes made by a module. Migrations ensure that your module is re-usable and removes friction when working in a team, making it easy to reflect changes across team members' databases. - -Learn more about migrations in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules#5-generate-migrations/index.html.md). - -[Medusa's CLI tool](https://docs.medusajs.com/resources/medusa-cli/index.html.md) allows you to generate migration files for your module, then run those migrations to reflect the changes in the database. So, run the following commands in your Medusa application's directory: - -```bash -npx medusa db:generate brand -npx medusa db:migrate -``` - -The `db:generate` command accepts as an argument the name of the module to generate the migrations for, and the `db:migrate` command runs all migrations that haven't been run yet in the Medusa application. - -*** - -## Next Step: Create Brand Workflow - -The Brand Module now creates a `brand` table in the database and provides a class to manage its records. - -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. - - # 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. @@ -5473,6 +5271,743 @@ 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: 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: 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. + +A module is a reusable package of functionalities related to a single domain or integration. Medusa comes with multiple pre-built modules for core commerce needs, such as the [Cart Module](https://docs.medusajs.com/resources/commerce-modules/cart/index.html.md) that holds the data models and business logic for cart operations. + +In a module, you create data models and business logic to manage them. In the next chapters, you'll see how you use the module to build commerce features. + +Learn more about modules in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). + +## 1. Create Module Directory + +Modules are created in a sub-directory of `src/modules`. So, start by creating the directory `src/modules/brand` that will hold the Brand Module's files. + +![Directory structure in Medusa project after adding the brand directory](https://res.cloudinary.com/dza7lstvk/image/upload/v1732868844/Medusa%20Book/brand-dir-overview-1_hxwvgx.jpg) + +*** + +## 2. Create Data Model + +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. + +Learn more about data models in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules#1-create-data-model/index.html.md). + +You create a data model in a TypeScript or JavaScript file under the `models` directory of a module. So, to create a data model that represents a new `brand` table in the database, create the file `src/modules/brand/models/brand.ts` with the following content: + +![Directory structure in module after adding the brand data model](https://res.cloudinary.com/dza7lstvk/image/upload/v1732868920/Medusa%20Book/brand-dir-overview-2_lexhdl.jpg) + +```ts title="src/modules/brand/models/brand.ts" +import { model } from "@medusajs/framework/utils" + +export const Brand = model.define("brand", { + id: model.id().primaryKey(), + name: model.text(), +}) +``` + +You create a `Brand` data model which has an `id` primary key property, and a `name` text property. + +You define the data model using the `define` method of the DML. It accepts two parameters: + +1. The first one is the name of the data model's table in the database. Use snake-case names. +2. The second is an object, which is the data model's schema. + +Learn about other property types in [this chapter](https://docs.medusajs.com/learn/fundamentals/data-models/properties/index.html.md). + +*** + +## 3. Create Module Service + +You perform database operations on your data models in a service, which is a class exported by the module and acts like an interface to its functionalities. + +In this step, you'll create the Brand Module's service that provides methods to manage the `Brand` data model. In the next chapters, you'll use this service when exposing custom features that involve managing brands. + +Learn more about services in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules#2-create-service/index.html.md). + +You define a service in a `service.ts` or `service.js` file at the root of your module's directory. So, create the file `src/modules/brand/service.ts` with the following content: + +![Directory structure in module after adding the service](https://res.cloudinary.com/dza7lstvk/image/upload/v1732868984/Medusa%20Book/brand-dir-overview-3_jo7baj.jpg) + +```ts title="src/modules/brand/service.ts" highlights={serviceHighlights} +import { MedusaService } from "@medusajs/framework/utils" +import { Brand } from "./models/brand" + +class BrandModuleService extends MedusaService({ + Brand, +}) { + +} + +export default BrandModuleService +``` + +The `BrandModuleService` extends a class returned by `MedusaService` from the Modules SDK. This function generates a class with data-management methods for your module's data models. + +The `MedusaService` function receives an object of the module's data models as a parameter, and generates methods to manage those data models. So, the `BrandModuleService` now has methods like `createBrands` and `retrieveBrand` to manage the `Brand` data model. + +You'll use these methods in the [next chapter](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md). + +Find a reference of all generated methods in [this guide](https://docs.medusajs.com/resources/service-factory-reference/index.html.md). + +*** + +## 4. Export Module Definition + +A module must export a definition that tells Medusa the name of the module and its main service. This definition is exported in an `index.ts` file at the module's root directory. + +So, to export the Brand Module's definition, create the file `src/modules/brand/index.ts` with the following content: + +![Directory structure in module after adding the definition file](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869045/Medusa%20Book/brand-dir-overview-4_nf8ymw.jpg) + +```ts title="src/modules/brand/index.ts" +import { Module } from "@medusajs/framework/utils" +import BrandModuleService from "./service" + +export const BRAND_MODULE = "brand" + +export default Module(BRAND_MODULE, { + service: BrandModuleService, +}) +``` + +You use `Module` from the Modules SDK to create the module's definition. It accepts two parameters: + +1. The module's name (`brand`). You'll use this name when you use this module in other customizations. +2. An object with a required property `service` indicating the module's main service. + +You export `BRAND_MODULE` to reference the module's name more reliably in other customizations. + +*** + +## 5. Add Module to Medusa's Configurations + +To start using your module, you must add it to Medusa's configurations in `medusa-config.ts`. + +The object passed to `defineConfig` in `medusa-config.ts` accepts a `modules` property, whose value is an array of modules to add to the application. So, add the following in `medusa-config.ts`: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "./src/modules/brand", + }, + ], +}) +``` + +The Brand Module is now added to your Medusa application. You'll start using it in the [next chapter](https://docs.medusajs.com/learn/customization/custom-features/workflow/index.html.md). + +*** + +## 6. Generate and Run Migrations + +A migration is a TypeScript or JavaScript file that defines database changes made by a module. Migrations ensure that your module is re-usable and removes friction when working in a team, making it easy to reflect changes across team members' databases. + +Learn more about migrations in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules#5-generate-migrations/index.html.md). + +[Medusa's CLI tool](https://docs.medusajs.com/resources/medusa-cli/index.html.md) allows you to generate migration files for your module, then run those migrations to reflect the changes in the database. So, run the following commands in your Medusa application's directory: + +```bash +npx medusa db:generate brand +npx medusa db:migrate +``` + +The `db:generate` command accepts as an argument the name of the module to generate the migrations for, and the `db:migrate` command runs all migrations that haven't been run yet in the Medusa application. + +*** + +## Next Step: Create Brand Workflow + +The Brand Module now creates a `brand` table in the database and provides a class to manage its records. + +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: Schedule Syncing Brands from Third-Party + +In the previous chapters, you've [integrated a third-party CMS](https://docs.medusajs.com/learn/customization/integrate-systems/service/index.html.md) and implemented the logic to [sync created brands](https://docs.medusajs.com/learn/customization/integrate-systems/handle-event/index.html.md) from Medusa to the CMS. + +However, when you integrate a third-party system, you want the data to be in sync between the Medusa application and the system. One way to do so is by automatically syncing the data once a day. + +You can create an action to be automatically executed at a specified interval using scheduled jobs. A scheduled job is an asynchronous function with a specified schedule of when the Medusa application should run it. Scheduled jobs are useful to automate repeated tasks. + +Learn more about scheduled jobs in [this chapter](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md). + +In this chapter, you'll create a scheduled job that triggers syncing the brands from the third-party CMS to Medusa once a day. You'll implement the syncing logic in a workflow, and execute that workflow in the scheduled job. + +### Prerequisites + +- [CMS Module](https://docs.medusajs.com/learn/customization/integrate-systems/service/index.html.md) + +*** + +## 1. Implement Syncing Workflow + +You'll start by implementing the syncing logic in a workflow, then execute the workflow later in the scheduled job. + +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). + +This workflow will have three steps: + +1. `retrieveBrandsFromCmsStep` to retrieve the brands from the CMS. +2. `createBrandsStep` to create the brands retrieved in the first step that don't exist in Medusa. +3. `updateBrandsStep` to update the brands retrieved in the first step that exist in Medusa. + +### retrieveBrandsFromCmsStep + +To create the step that retrieves the brands from the third-party CMS, create the file `src/workflows/sync-brands-from-cms.ts` with the following content: + +![Directory structure of the Medusa application after creating the file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1733494196/Medusa%20Book/cms-dir-overview-6_z1omsi.jpg) + +```ts title="src/workflows/sync-brands-from-cms.ts" collapsibleLines="1-7" expandButtonLabel="Show Imports" +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import CmsModuleService from "../modules/cms/service" +import { CMS_MODULE } from "../modules/cms" + +const retrieveBrandsFromCmsStep = createStep( + "retrieve-brands-from-cms", + async (_, { container }) => { + const cmsModuleService: CmsModuleService = container.resolve( + CMS_MODULE + ) + + const brands = await cmsModuleService.retrieveBrands() + + return new StepResponse(brands) + } +) +``` + +You create a `retrieveBrandsFromCmsStep` that resolves the CMS Module's service and uses its `retrieveBrands` method to retrieve the brands in the CMS. You return those brands in the step's response. + +### createBrandsStep + +The brands retrieved in the first step may have brands that don't exist in Medusa. So, you'll create a step that creates those brands. Add the step to the same `src/workflows/sync-brands-from-cms.ts` file: + +```ts title="src/workflows/sync-brands-from-cms.ts" highlights={createBrandsHighlights} collapsibleLines="1-8" expandButtonLabel="Show Imports" +// other imports... +import BrandModuleService from "../modules/brand/service" +import { BRAND_MODULE } from "../modules/brand" + +// ... + +type CreateBrand = { + name: string +} + +type CreateBrandsInput = { + brands: CreateBrand[] +} + +export const createBrandsStep = createStep( + "create-brands-step", + async (input: CreateBrandsInput, { container }) => { + const brandModuleService: BrandModuleService = container.resolve( + BRAND_MODULE + ) + + const brands = await brandModuleService.createBrands(input.brands) + + return new StepResponse(brands, brands) + }, + async (brands, { container }) => { + if (!brands) { + return + } + + const brandModuleService: BrandModuleService = container.resolve( + BRAND_MODULE + ) + + await brandModuleService.deleteBrands(brands.map((brand) => brand.id)) + } +) +``` + +The `createBrandsStep` accepts the brands to create as an input. It resolves the [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md)'s service and uses the generated `createBrands` method to create the brands. + +The step passes the created brands to the compensation function, which deletes those brands 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). + +### Update Brands Step + +The brands retrieved in the first step may also have brands that exist in Medusa. So, you'll create a step that updates their details to match that of the CMS. Add the step to the same `src/workflows/sync-brands-from-cms.ts` file: + +```ts title="src/workflows/sync-brands-from-cms.ts" highlights={updateBrandsHighlights} +// ... + +type UpdateBrand = { + id: string + name: string +} + +type UpdateBrandsInput = { + brands: UpdateBrand[] +} + +export const updateBrandsStep = createStep( + "update-brands-step", + async ({ brands }: UpdateBrandsInput, { container }) => { + const brandModuleService: BrandModuleService = container.resolve( + BRAND_MODULE + ) + + const prevUpdatedBrands = await brandModuleService.listBrands({ + id: brands.map((brand) => brand.id), + }) + + const updatedBrands = await brandModuleService.updateBrands(brands) + + return new StepResponse(updatedBrands, prevUpdatedBrands) + }, + async (prevUpdatedBrands, { container }) => { + if (!prevUpdatedBrands) { + return + } + + const brandModuleService: BrandModuleService = container.resolve( + BRAND_MODULE + ) + + await brandModuleService.updateBrands(prevUpdatedBrands) + } +) +``` + +The `updateBrandsStep` receives the brands to update in Medusa. In the step, you retrieve the brand's details in Medusa before the update to pass them to the compensation function. You then update the brands using the Brand Module's `updateBrands` generated method. + +In the compensation function, which receives the brand's old data, you revert the update using the same `updateBrands` method. + +### Create Workflow + +Finally, you'll create the workflow that uses the above steps to sync the brands from the CMS to Medusa. Add to the same `src/workflows/sync-brands-from-cms.ts` file the following: + +```ts title="src/workflows/sync-brands-from-cms.ts" +// other imports... +import { + // ... + createWorkflow, + transform, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" + +// ... + +export const syncBrandsFromCmsWorkflow = createWorkflow( + "sync-brands-from-system", + () => { + const brands = retrieveBrandsFromCmsStep() + + // TODO create and update brands + } +) +``` + +In the workflow, you only use the `retrieveBrandsFromCmsStep` for now, which retrieves the brands from the third-party CMS. + +Next, you need to identify which brands must be created or updated. Since workflows are constructed internally and are only evaluated during execution, you can't access values to perform data manipulation directly. Instead, use [transform](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md) from the Workflows SDK that gives you access to the real-time values of the data, allowing you to create new variables using those values. + +Learn more about data manipulation using `transform` in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md). + +So, replace the `TODO` with the following: + +```ts title="src/workflows/sync-brands-from-cms.ts" +const { toCreate, toUpdate } = transform( + { + brands, + }, + (data) => { + const toCreate: CreateBrand[] = [] + const toUpdate: UpdateBrand[] = [] + + data.brands.forEach((brand) => { + if (brand.external_id) { + toUpdate.push({ + id: brand.external_id as string, + name: brand.name as string, + }) + } else { + toCreate.push({ + name: brand.name as string, + }) + } + }) + + return { toCreate, toUpdate } + } +) + +// TODO create and update the brands +``` + +`transform` accepts two parameters: + +1. The data to be passed to the function in the second parameter. +2. A function to execute only when the workflow is executed. Its return value can be consumed by the rest of the workflow. + +In `transform`'s function, you loop over the brands array to check which should be created or updated. This logic assumes that a brand in the CMS has an `external_id` property whose value is the brand's ID in Medusa. + +You now have the list of brands to create and update. So, replace the new `TODO` with the following: + +```ts title="src/workflows/sync-brands-from-cms.ts" +const created = createBrandsStep({ brands: toCreate }) +const updated = updateBrandsStep({ brands: toUpdate }) + +return new WorkflowResponse({ + created, + updated, +}) +``` + +You first run the `createBrandsStep` to create the brands that don't exist in Medusa, then the `updateBrandsStep` to update the brands that exist in Medusa. You pass the arrays returned by `transform` as the inputs for the steps. + +Finally, you return an object of the created and updated brands. You'll execute this workflow in the scheduled job next. + +*** + +## 2. Schedule Syncing Task + +You now have the workflow to sync the brands from the CMS to Medusa. Next, you'll create a scheduled job that runs this workflow once a day to ensure the data between Medusa and the CMS are always in sync. + +A scheduled job is created in a TypeScript or JavaScript file under the `src/jobs` directory. So, create the file `src/jobs/sync-brands-from-cms.ts` with the following content: + +![Directory structure of the Medusa application after adding the scheduled job](https://res.cloudinary.com/dza7lstvk/image/upload/v1733494592/Medusa%20Book/cms-dir-overview-7_dkjb9s.jpg) + +```ts title="src/jobs/sync-brands-from-cms.ts" +import { MedusaContainer } from "@medusajs/framework/types" +import { syncBrandsFromCmsWorkflow } from "../workflows/sync-brands-from-cms" + +export default async function (container: MedusaContainer) { + const logger = container.resolve("logger") + + const { result } = await syncBrandsFromCmsWorkflow(container).run() + + logger.info( + `Synced brands from third-party system: ${ + result.created.length + } brands created and ${result.updated.length} brands updated.`) +} + +export const config = { + name: "sync-brands-from-system", + schedule: "0 0 * * *", // change to * * * * * for debugging +} +``` + +A scheduled job file must export: + +- An asynchronous function that will be executed at the specified schedule. This function must be the file's default export. +- An object of scheduled jobs configuration. It has two properties: + - `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. + +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. + +*** + +## Test it Out + +To test out the scheduled job, start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +If you set the schedule to `* * * * *` for debugging, the scheduled job will run in a minute. You'll see in the logs how many brands were created or updated. + +*** + +## Summary + +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: Define Module Link Between Brand and Product 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. @@ -5543,6 +6078,313 @@ You can also run the `npx medusa db:sync-links` to just sync module links withou 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: 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. + +Learn more about modules in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). + +## 1. Create Module Directory + +You'll integrate the third-party system in a new CMS Module. So, create the directory `src/modules/cms` that will hold the module's resources. + +![Directory structure after adding the directory for the CMS Module](https://res.cloudinary.com/dza7lstvk/image/upload/v1733492447/Medusa%20Book/cms-dir-overview-1_gasguk.jpg) + +*** + +## 2. Create Module Service + +Next, you'll create the module's service. It will provide methods to connect and perform actions with the third-party system. + +Create the CMS Module's service at `src/modules/cms/service.ts` with the following content: + +![Directory structure after adding the CMS Module's service](https://res.cloudinary.com/dza7lstvk/image/upload/v1733492583/Medusa%20Book/cms-dir-overview-2_zwcwh3.jpg) + +```ts title="src/modules/cms/service.ts" highlights={serviceHighlights} +import { Logger, ConfigModule } from "@medusajs/framework/types" + +export type ModuleOptions = { + apiKey: string +} + +type InjectedDependencies = { + logger: Logger + configModule: ConfigModule +} + +class CmsModuleService { + private options_: ModuleOptions + private logger_: Logger + + constructor({ logger }: InjectedDependencies, options: ModuleOptions) { + this.logger_ = logger + this.options_ = options + + // TODO initialize SDK + } +} + +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. +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. + +### Integration Methods + +Next, you'll add methods that simulate sending requests to a third-party CMS. You'll use these methods later to sync brands from and to the CMS. + +Add the following methods in the `CmsModuleService`: + +```ts title="src/modules/cms/service.ts" highlights={methodsHighlights} +export class CmsModuleService { + // ... + + // a dummy method to simulate sending a request, + // in a realistic scenario, you'd use an SDK, fetch, or axios clients + private async sendRequest(url: string, method: string, data?: any) { + this.logger_.info(`Sending a ${method} request to ${url}.`) + this.logger_.info(`Request Data: ${JSON.stringify(data, null, 2)}`) + this.logger_.info(`API Key: ${JSON.stringify(this.options_.apiKey, null, 2)}`) + } + + async createBrand(brand: Record) { + await this.sendRequest("/brands", "POST", brand) + } + + async deleteBrand(id: string) { + await this.sendRequest(`/brands/${id}`, "DELETE") + } + + async retrieveBrands(): Promise[]> { + await this.sendRequest("/brands", "GET") + + return [] + } +} +``` + +The `sendRequest` method sends requests to the third-party CMS. Since this guide isn't using a real CMS, it only simulates the sending by logging messages in the terminal. + +You also add three methods that use the `sendRequest` method: + +- `createBrand` that creates a brand in the third-party system. +- `deleteBrand` that deletes the brand in the third-party system. +- `retrieveBrands` to retrieve a brand from the third-party system. + +*** + +## 3. Export Module Definition + +After creating the module's service, you'll export the module definition indicating the module's name and service. + +Create the file `src/modules/cms/index.ts` with the following content: + +![Directory structure of the Medusa application after adding the module definition file](https://res.cloudinary.com/dza7lstvk/image/upload/v1733492991/Medusa%20Book/cms-dir-overview-3_b0byks.jpg) + +```ts title="src/modules/cms/index.ts" +import { Module } from "@medusajs/framework/utils" +import CmsModuleService from "./service" + +export const CMS_MODULE = "cms" + +export default Module(CMS_MODULE, { + service: CmsModuleService, +}) +``` + +You use `Module` from the Modules SDK to export the module's defintion, indicating that the module's name is `cms` and its service is `CmsModuleService`. + +*** + +## 4. Add Module to Medusa's Configurations + +Finally, add the module to the Medusa configurations at `medusa-config.ts`: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + // ... + modules: [ + // ... + { + resolve: "./src/modules/cms", + options: { + apiKey: process.env.CMS_API_KEY, + }, + }, + ], +}) +``` + +The object passed in `modules` accept an `options` property, whose value is an object of options to pass to the module. These are the options you receive in the `CmsModuleService`'s constructor. + +You can add the `CMS_API_KEY` environment variable to `.env`: + +```bash +CMS_API_KEY=123 +``` + +*** + +## Next Steps: Sync Brand From Medusa to CMS + +You can now use the CMS Module's service to perform actions on the third-party CMS. + +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. + + +# 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 using the `fields` query parameter to retrieve custom linked data models in the [Retrieve Custom Linked Data Models from Medusa's API Routes](https://docs.medusajs.com/learn/fundamentals/api-routes/retrieve-custom-links/index.html.md) chapter. + +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. + + # Create Brands UI Route in Admin In this chapter, you'll add a UI route to the admin dashboard that shows all [brands](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) in a new page. You'll retrieve the brands from the server and display them in a table with pagination. @@ -5915,160 +6757,6 @@ 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: Add Product's Brand Widget in Admin - -In this chapter, you'll customize the product details page of the Medusa Admin dashboard to show the product's [brand](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md). You'll create a widget that is injected into a pre-defined zone in the page, and in the widget you'll retrieve the product's brand from the server and display it. - -### Prerequisites - -- [Brands linked to products](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md) - -## 1. Initialize JS SDK - -In your custom widget, you'll retrieve the product's brand by sending a request to the Medusa server. Medusa has a [JS SDK](https://docs.medusajs.com/resources/js-sdk/index.html.md) that simplifies sending requests to the server's API routes. - -So, you'll start by configuring the JS SDK. Create the file `src/admin/lib/sdk.ts` with the following content: - -![The directory structure of the Medusa application after adding the file](https://res.cloudinary.com/dza7lstvk/image/upload/v1733414606/Medusa%20Book/brands-admin-dir-overview-1_jleg0t.jpg) - -```ts title="src/admin/lib/sdk.ts" -import Medusa from "@medusajs/js-sdk" - -export const sdk = new Medusa({ - baseUrl: import.meta.env.VITE_BACKEND_URL || "/", - debug: import.meta.env.DEV, - auth: { - type: "session", - }, -}) -``` - -You initialize the SDK passing it the following options: - -- `baseUrl`: The URL to the Medusa server. -- `debug`: Whether to enable logging debug messages. This should only be enabled in development. -- `auth.type`: The authentication method used in the client application, which is `session` in the Medusa Admin dashboard. - -Notice that you use `import.meta.env` to access environment variables in your customizations because the Medusa Admin is built on top of Vite. Learn more in [this chapter](https://docs.medusajs.com/learn/fundamentals/admin/environment-variables/index.html.md). - -You can now use the SDK to send requests to the Medusa server. - -Learn more about the JS SDK and its options in [this reference](https://docs.medusajs.com/resources/js-sdk/index.html.md). - -*** - -## 2. Add Widget to Product Details Page - -You'll now add a widget to the product-details page. A widget is a React component that's injected into pre-defined zones in the Medusa Admin dashboard. It's created in a `.tsx` file under the `src/admin/widgets` directory. - -Learn more about widgets in [this documentation](https://docs.medusajs.com/learn/fundamentals/admin/widgets/index.html.md). - -To create a widget that shows a product's brand in its details page, create the file `src/admin/widgets/product-brand.tsx` with the following content: - -![Directory structure of the Medusa application after adding the widget](https://res.cloudinary.com/dza7lstvk/image/upload/v1733414684/Medusa%20Book/brands-admin-dir-overview-2_eq5xhi.jpg) - -```tsx title="src/admin/widgets/product-brand.tsx" highlights={highlights} -import { defineWidgetConfig } from "@medusajs/admin-sdk" -import { DetailWidgetProps, AdminProduct } from "@medusajs/framework/types" -import { clx, Container, Heading, Text } from "@medusajs/ui" -import { useQuery } from "@tanstack/react-query" -import { sdk } from "../lib/sdk" - -type AdminProductBrand = AdminProduct & { - brand?: { - id: string - name: string - } -} - -const ProductBrandWidget = ({ - data: product, -}: DetailWidgetProps) => { - const { data: queryResult } = useQuery({ - queryFn: () => sdk.admin.product.retrieve(product.id, { - fields: "+brand.*", - }), - queryKey: [["product", product.id]], - }) - const brandName = (queryResult?.product as AdminProductBrand)?.brand?.name - - return ( - -
-
- Brand -
-
-
- - Name - - - - {brandName || "-"} - -
-
- ) -} - -export const config = defineWidgetConfig({ - zone: "product.details.before", -}) - -export default ProductBrandWidget -``` - -A widget's file must export: - -- A React component to be rendered in the specified injection zone. The component must be the file's default export. -- A configuration object created with `defineWidgetConfig` from the Admin Extension SDK. The function receives an object as a parameter that has a `zone` property, whose value is the zone to inject the widget to. - -Since the widget is injected at the top of the product details page, the widget receives the product's details as a parameter. - -In the widget, you use [Tanstack (React) Query](https://tanstack.com/query/latest) to query the Medusa server. Tanstack Query provides features like asynchronous state management and optimized caching. In the `queryFn` function that executes the query, you use the JS SDK to send a request to the [Get Product API Route](https://docs.medusajs.com/api/admin#products_getproductsid), passing `+brand.*` in the `fields` query parameter to retrieve the product's brand. - -Do not install Tanstack Query as that will cause unexpected errors in your development. If you prefer installing it for better auto-completion in your code editor, make sure to install `v5.64.2` as a development dependency. - -You then render a section that shows the brand's name. In admin customizations, use components from the [Medusa UI package](https://docs.medusajs.com/ui/index.html.md) to maintain a consistent user interface and design in the dashboard. - -*** - -## Test it Out - -To test out your widget, start the Medusa application: - -```bash npm2yarn -npm run dev -``` - -Then, open the admin dashboard at `http://localhost:9000/app`. After you log in, open the page of a product that has a brand. You'll see a new section at the top showing the brand's name. - -![The widget is added as the first section of the product details page.](https://res.cloudinary.com/dza7lstvk/image/upload/v1733414415/Medusa%20Book/Screenshot_2024-12-05_at_5.59.25_PM_y85m14.png) - -*** - -## Admin Components Guides - -When building your widget, you may need more complicated components. For example, you may add a form to the above widget to set the product's brand. - -The [Admin Components guides](https://docs.medusajs.com/resources/admin-components/index.html.md) show you how to build and use common components in the Medusa Admin, such as forms, tables, JSON data viewer, and more. The components in the guides also follow the Medusa Admin's design convention. - -*** - -## Next Chapter: Add UI Route for Brands - -In the next chapter, you'll add a UI route that displays the list of brands in your application and allows admin users. - - # 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. @@ -6281,6 +6969,205 @@ In the Medusa application's logs, you'll find the message `Linked brand to produ 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: Add Product's Brand Widget in Admin + +In this chapter, you'll customize the product details page of the Medusa Admin dashboard to show the product's [brand](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md). You'll create a widget that is injected into a pre-defined zone in the page, and in the widget you'll retrieve the product's brand from the server and display it. + +### Prerequisites + +- [Brands linked to products](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md) + +## 1. Initialize JS SDK + +In your custom widget, you'll retrieve the product's brand by sending a request to the Medusa server. Medusa has a [JS SDK](https://docs.medusajs.com/resources/js-sdk/index.html.md) that simplifies sending requests to the server's API routes. + +So, you'll start by configuring the JS SDK. Create the file `src/admin/lib/sdk.ts` with the following content: + +![The directory structure of the Medusa application after adding the file](https://res.cloudinary.com/dza7lstvk/image/upload/v1733414606/Medusa%20Book/brands-admin-dir-overview-1_jleg0t.jpg) + +```ts title="src/admin/lib/sdk.ts" +import Medusa from "@medusajs/js-sdk" + +export const sdk = new Medusa({ + baseUrl: import.meta.env.VITE_BACKEND_URL || "/", + debug: import.meta.env.DEV, + auth: { + type: "session", + }, +}) +``` + +You initialize the SDK passing it the following options: + +- `baseUrl`: The URL to the Medusa server. +- `debug`: Whether to enable logging debug messages. This should only be enabled in development. +- `auth.type`: The authentication method used in the client application, which is `session` in the Medusa Admin dashboard. + +Notice that you use `import.meta.env` to access environment variables in your customizations because the Medusa Admin is built on top of Vite. Learn more in [this chapter](https://docs.medusajs.com/learn/fundamentals/admin/environment-variables/index.html.md). + +You can now use the SDK to send requests to the Medusa server. + +Learn more about the JS SDK and its options in [this reference](https://docs.medusajs.com/resources/js-sdk/index.html.md). + +*** + +## 2. Add Widget to Product Details Page + +You'll now add a widget to the product-details page. A widget is a React component that's injected into pre-defined zones in the Medusa Admin dashboard. It's created in a `.tsx` file under the `src/admin/widgets` directory. + +Learn more about widgets in [this documentation](https://docs.medusajs.com/learn/fundamentals/admin/widgets/index.html.md). + +To create a widget that shows a product's brand in its details page, create the file `src/admin/widgets/product-brand.tsx` with the following content: + +![Directory structure of the Medusa application after adding the widget](https://res.cloudinary.com/dza7lstvk/image/upload/v1733414684/Medusa%20Book/brands-admin-dir-overview-2_eq5xhi.jpg) + +```tsx title="src/admin/widgets/product-brand.tsx" highlights={highlights} +import { defineWidgetConfig } from "@medusajs/admin-sdk" +import { DetailWidgetProps, AdminProduct } from "@medusajs/framework/types" +import { clx, Container, Heading, Text } from "@medusajs/ui" +import { useQuery } from "@tanstack/react-query" +import { sdk } from "../lib/sdk" + +type AdminProductBrand = AdminProduct & { + brand?: { + id: string + name: string + } +} + +const ProductBrandWidget = ({ + data: product, +}: DetailWidgetProps) => { + const { data: queryResult } = useQuery({ + queryFn: () => sdk.admin.product.retrieve(product.id, { + fields: "+brand.*", + }), + queryKey: [["product", product.id]], + }) + const brandName = (queryResult?.product as AdminProductBrand)?.brand?.name + + return ( + +
+
+ Brand +
+
+
+ + Name + + + + {brandName || "-"} + +
+
+ ) +} + +export const config = defineWidgetConfig({ + zone: "product.details.before", +}) + +export default ProductBrandWidget +``` + +A widget's file must export: + +- A React component to be rendered in the specified injection zone. The component must be the file's default export. +- A configuration object created with `defineWidgetConfig` from the Admin Extension SDK. The function receives an object as a parameter that has a `zone` property, whose value is the zone to inject the widget to. + +Since the widget is injected at the top of the product details page, the widget receives the product's details as a parameter. + +In the widget, you use [Tanstack (React) Query](https://tanstack.com/query/latest) to query the Medusa server. Tanstack Query provides features like asynchronous state management and optimized caching. In the `queryFn` function that executes the query, you use the JS SDK to send a request to the [Get Product API Route](https://docs.medusajs.com/api/admin#products_getproductsid), passing `+brand.*` in the `fields` query parameter to retrieve the product's brand. + +Do not install Tanstack Query as that will cause unexpected errors in your development. If you prefer installing it for better auto-completion in your code editor, make sure to install `v5.64.2` as a development dependency. + +You then render a section that shows the brand's name. In admin customizations, use components from the [Medusa UI package](https://docs.medusajs.com/ui/index.html.md) to maintain a consistent user interface and design in the dashboard. + +*** + +## Test it Out + +To test out your widget, start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +Then, open the admin dashboard at `http://localhost:9000/app`. After you log in, open the page of a product that has a brand. You'll see a new section at the top showing the brand's name. + +![The widget is added as the first section of the product details page.](https://res.cloudinary.com/dza7lstvk/image/upload/v1733414415/Medusa%20Book/Screenshot_2024-12-05_at_5.59.25_PM_y85m14.png) + +*** + +## Admin Components Guides + +When building your widget, you may need more complicated components. For example, you may add a form to the above widget to set the product's brand. + +The [Admin Components guides](https://docs.medusajs.com/resources/admin-components/index.html.md) show you how to build and use common components in the Medusa Admin, such as forms, tables, JSON data viewer, and more. The components in the guides also follow the Medusa Admin's design convention. + +*** + +## Next Chapter: Add UI Route for Brands + +In the next chapter, you'll add a UI route that displays the list of brands in your application and allows admin users. + + +# Admin Development Constraints + +This chapter lists some constraints of admin widgets and UI routes. + +## Arrow Functions + +Widget and UI route components must be created as arrow functions. + +```ts highlights={arrowHighlights} +// Don't +function ProductWidget() { + // ... +} + +// Do +const ProductWidget = () => { + // ... +} +``` + +*** + +## Widget Zone + +A widget zone's value must be wrapped in double or single quotes. It can't be a template literal or a variable. + +```ts highlights={zoneHighlights} +// Don't +export const config = defineWidgetConfig({ + zone: `product.details.before`, +}) + +// Don't +const ZONE = "product.details.after" +export const config = defineWidgetConfig({ + zone: ZONE, +}) + +// Do +export const config = defineWidgetConfig({ + zone: "product.details.before", +}) +``` + + # Environment Variables in Admin Customizations In this chapter, you'll learn how to use environment variables in your admin customizations. @@ -6358,199 +7245,6 @@ When you build the Medusa application, including the Medusa Admin, with the `bui For example, the `VITE_MY_API_KEY` environment variable in the example above will be replaced with the actual value during the build process. -# Admin Development Constraints - -This chapter lists some constraints of admin widgets and UI routes. - -## Arrow Functions - -Widget and UI route components must be created as arrow functions. - -```ts highlights={arrowHighlights} -// Don't -function ProductWidget() { - // ... -} - -// Do -const ProductWidget = () => { - // ... -} -``` - -*** - -## Widget Zone - -A widget zone's value must be wrapped in double or single quotes. It can't be a template literal or a variable. - -```ts highlights={zoneHighlights} -// Don't -export const config = defineWidgetConfig({ - zone: `product.details.before`, -}) - -// Don't -const ZONE = "product.details.after" -export const config = defineWidgetConfig({ - zone: ZONE, -}) - -// Do -export const config = defineWidgetConfig({ - zone: "product.details.before", -}) -``` - - -# 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 using the `fields` query parameter to retrieve custom linked data models in the [Retrieve Custom Linked Data Models from Medusa's API Routes](https://docs.medusajs.com/learn/fundamentals/api-routes/retrieve-custom-links/index.html.md) chapter. - -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. - - # Admin Routing Customizations The Medusa Admin dashboard uses [React Router](https://reactrouter.com) under the hood to manage routing. So, you can have more flexibility in routing-related customizations using some of React Router's utilities, hooks, and components. @@ -6940,397 +7634,6 @@ 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. - - -# 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. - - # Admin Development Tips In this chapter, you'll find some tips for your admin development. @@ -7462,662 +7765,6 @@ The Medusa Admin dashboard can be displayed in languages other than English, whi Learn how to add a new language translation for the Medusa Admin in [this guide](https://docs.medusajs.com/learn/resources/contribution-guidelines/admin-translations/index.html.md). -# Guide: Schedule Syncing Brands from Third-Party - -In the previous chapters, you've [integrated a third-party CMS](https://docs.medusajs.com/learn/customization/integrate-systems/service/index.html.md) and implemented the logic to [sync created brands](https://docs.medusajs.com/learn/customization/integrate-systems/handle-event/index.html.md) from Medusa to the CMS. - -However, when you integrate a third-party system, you want the data to be in sync between the Medusa application and the system. One way to do so is by automatically syncing the data once a day. - -You can create an action to be automatically executed at a specified interval using scheduled jobs. A scheduled job is an asynchronous function with a specified schedule of when the Medusa application should run it. Scheduled jobs are useful to automate repeated tasks. - -Learn more about scheduled jobs in [this chapter](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md). - -In this chapter, you'll create a scheduled job that triggers syncing the brands from the third-party CMS to Medusa once a day. You'll implement the syncing logic in a workflow, and execute that workflow in the scheduled job. - -### Prerequisites - -- [CMS Module](https://docs.medusajs.com/learn/customization/integrate-systems/service/index.html.md) - -*** - -## 1. Implement Syncing Workflow - -You'll start by implementing the syncing logic in a workflow, then execute the workflow later in the scheduled job. - -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). - -This workflow will have three steps: - -1. `retrieveBrandsFromCmsStep` to retrieve the brands from the CMS. -2. `createBrandsStep` to create the brands retrieved in the first step that don't exist in Medusa. -3. `updateBrandsStep` to update the brands retrieved in the first step that exist in Medusa. - -### retrieveBrandsFromCmsStep - -To create the step that retrieves the brands from the third-party CMS, create the file `src/workflows/sync-brands-from-cms.ts` with the following content: - -![Directory structure of the Medusa application after creating the file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1733494196/Medusa%20Book/cms-dir-overview-6_z1omsi.jpg) - -```ts title="src/workflows/sync-brands-from-cms.ts" collapsibleLines="1-7" expandButtonLabel="Show Imports" -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import CmsModuleService from "../modules/cms/service" -import { CMS_MODULE } from "../modules/cms" - -const retrieveBrandsFromCmsStep = createStep( - "retrieve-brands-from-cms", - async (_, { container }) => { - const cmsModuleService: CmsModuleService = container.resolve( - CMS_MODULE - ) - - const brands = await cmsModuleService.retrieveBrands() - - return new StepResponse(brands) - } -) -``` - -You create a `retrieveBrandsFromCmsStep` that resolves the CMS Module's service and uses its `retrieveBrands` method to retrieve the brands in the CMS. You return those brands in the step's response. - -### createBrandsStep - -The brands retrieved in the first step may have brands that don't exist in Medusa. So, you'll create a step that creates those brands. Add the step to the same `src/workflows/sync-brands-from-cms.ts` file: - -```ts title="src/workflows/sync-brands-from-cms.ts" highlights={createBrandsHighlights} collapsibleLines="1-8" expandButtonLabel="Show Imports" -// other imports... -import BrandModuleService from "../modules/brand/service" -import { BRAND_MODULE } from "../modules/brand" - -// ... - -type CreateBrand = { - name: string -} - -type CreateBrandsInput = { - brands: CreateBrand[] -} - -export const createBrandsStep = createStep( - "create-brands-step", - async (input: CreateBrandsInput, { container }) => { - const brandModuleService: BrandModuleService = container.resolve( - BRAND_MODULE - ) - - const brands = await brandModuleService.createBrands(input.brands) - - return new StepResponse(brands, brands) - }, - async (brands, { container }) => { - if (!brands) { - return - } - - const brandModuleService: BrandModuleService = container.resolve( - BRAND_MODULE - ) - - await brandModuleService.deleteBrands(brands.map((brand) => brand.id)) - } -) -``` - -The `createBrandsStep` accepts the brands to create as an input. It resolves the [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md)'s service and uses the generated `createBrands` method to create the brands. - -The step passes the created brands to the compensation function, which deletes those brands 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). - -### Update Brands Step - -The brands retrieved in the first step may also have brands that exist in Medusa. So, you'll create a step that updates their details to match that of the CMS. Add the step to the same `src/workflows/sync-brands-from-cms.ts` file: - -```ts title="src/workflows/sync-brands-from-cms.ts" highlights={updateBrandsHighlights} -// ... - -type UpdateBrand = { - id: string - name: string -} - -type UpdateBrandsInput = { - brands: UpdateBrand[] -} - -export const updateBrandsStep = createStep( - "update-brands-step", - async ({ brands }: UpdateBrandsInput, { container }) => { - const brandModuleService: BrandModuleService = container.resolve( - BRAND_MODULE - ) - - const prevUpdatedBrands = await brandModuleService.listBrands({ - id: brands.map((brand) => brand.id), - }) - - const updatedBrands = await brandModuleService.updateBrands(brands) - - return new StepResponse(updatedBrands, prevUpdatedBrands) - }, - async (prevUpdatedBrands, { container }) => { - if (!prevUpdatedBrands) { - return - } - - const brandModuleService: BrandModuleService = container.resolve( - BRAND_MODULE - ) - - await brandModuleService.updateBrands(prevUpdatedBrands) - } -) -``` - -The `updateBrandsStep` receives the brands to update in Medusa. In the step, you retrieve the brand's details in Medusa before the update to pass them to the compensation function. You then update the brands using the Brand Module's `updateBrands` generated method. - -In the compensation function, which receives the brand's old data, you revert the update using the same `updateBrands` method. - -### Create Workflow - -Finally, you'll create the workflow that uses the above steps to sync the brands from the CMS to Medusa. Add to the same `src/workflows/sync-brands-from-cms.ts` file the following: - -```ts title="src/workflows/sync-brands-from-cms.ts" -// other imports... -import { - // ... - createWorkflow, - transform, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" - -// ... - -export const syncBrandsFromCmsWorkflow = createWorkflow( - "sync-brands-from-system", - () => { - const brands = retrieveBrandsFromCmsStep() - - // TODO create and update brands - } -) -``` - -In the workflow, you only use the `retrieveBrandsFromCmsStep` for now, which retrieves the brands from the third-party CMS. - -Next, you need to identify which brands must be created or updated. Since workflows are constructed internally and are only evaluated during execution, you can't access values to perform data manipulation directly. Instead, use [transform](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md) from the Workflows SDK that gives you access to the real-time values of the data, allowing you to create new variables using those values. - -Learn more about data manipulation using `transform` in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md). - -So, replace the `TODO` with the following: - -```ts title="src/workflows/sync-brands-from-cms.ts" -const { toCreate, toUpdate } = transform( - { - brands, - }, - (data) => { - const toCreate: CreateBrand[] = [] - const toUpdate: UpdateBrand[] = [] - - data.brands.forEach((brand) => { - if (brand.external_id) { - toUpdate.push({ - id: brand.external_id as string, - name: brand.name as string, - }) - } else { - toCreate.push({ - name: brand.name as string, - }) - } - }) - - return { toCreate, toUpdate } - } -) - -// TODO create and update the brands -``` - -`transform` accepts two parameters: - -1. The data to be passed to the function in the second parameter. -2. A function to execute only when the workflow is executed. Its return value can be consumed by the rest of the workflow. - -In `transform`'s function, you loop over the brands array to check which should be created or updated. This logic assumes that a brand in the CMS has an `external_id` property whose value is the brand's ID in Medusa. - -You now have the list of brands to create and update. So, replace the new `TODO` with the following: - -```ts title="src/workflows/sync-brands-from-cms.ts" -const created = createBrandsStep({ brands: toCreate }) -const updated = updateBrandsStep({ brands: toUpdate }) - -return new WorkflowResponse({ - created, - updated, -}) -``` - -You first run the `createBrandsStep` to create the brands that don't exist in Medusa, then the `updateBrandsStep` to update the brands that exist in Medusa. You pass the arrays returned by `transform` as the inputs for the steps. - -Finally, you return an object of the created and updated brands. You'll execute this workflow in the scheduled job next. - -*** - -## 2. Schedule Syncing Task - -You now have the workflow to sync the brands from the CMS to Medusa. Next, you'll create a scheduled job that runs this workflow once a day to ensure the data between Medusa and the CMS are always in sync. - -A scheduled job is created in a TypeScript or JavaScript file under the `src/jobs` directory. So, create the file `src/jobs/sync-brands-from-cms.ts` with the following content: - -![Directory structure of the Medusa application after adding the scheduled job](https://res.cloudinary.com/dza7lstvk/image/upload/v1733494592/Medusa%20Book/cms-dir-overview-7_dkjb9s.jpg) - -```ts title="src/jobs/sync-brands-from-cms.ts" -import { MedusaContainer } from "@medusajs/framework/types" -import { syncBrandsFromCmsWorkflow } from "../workflows/sync-brands-from-cms" - -export default async function (container: MedusaContainer) { - const logger = container.resolve("logger") - - const { result } = await syncBrandsFromCmsWorkflow(container).run() - - logger.info( - `Synced brands from third-party system: ${ - result.created.length - } brands created and ${result.updated.length} brands updated.`) -} - -export const config = { - name: "sync-brands-from-system", - schedule: "0 0 * * *", // change to * * * * * for debugging -} -``` - -A scheduled job file must export: - -- An asynchronous function that will be executed at the specified schedule. This function must be the file's default export. -- An object of scheduled jobs configuration. It has two properties: - - `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. - -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. - -*** - -## Test it Out - -To test out the scheduled job, start the Medusa application: - -```bash npm2yarn -npm run dev -``` - -If you set the schedule to `* * * * *` for debugging, the scheduled job will run in a minute. You'll see in the logs how many brands were created or updated. - -*** - -## Summary - -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. - - -# Seed Data with Custom CLI Script - -In this chapter, you'll learn how to seed data using a custom CLI script. - -## How to Seed Data - -To seed dummy data for development or demo purposes, use a custom CLI script. - -In the CLI script, use your custom workflows or Medusa's existing workflows, which you can browse in [this reference](https://docs.medusajs.com/resources/medusa-workflows-reference/index.html.md), to seed data. - -### Example: Seed Dummy Products - -In this section, you'll follow an example of creating a custom CLI script that seeds fifty dummy products. - -First, install the [Faker](https://fakerjs.dev/) library to generate random data in your script: - -```bash npm2yarn -npm install --save-dev @faker-js/faker -``` - -Then, create the file `src/scripts/demo-products.ts` with the following content: - -```ts title="src/scripts/demo-products.ts" highlights={highlights} collapsibleLines="1-12" expandButtonLabel="Show Imports" -import { ExecArgs } from "@medusajs/framework/types" -import { faker } from "@faker-js/faker" -import { - ContainerRegistrationKeys, - Modules, - ProductStatus, -} from "@medusajs/framework/utils" -import { - createInventoryLevelsWorkflow, - createProductsWorkflow, -} from "@medusajs/medusa/core-flows" - -export default async function seedDummyProducts({ - container, -}: ExecArgs) { - const salesChannelModuleService = container.resolve( - Modules.SALES_CHANNEL - ) - const logger = container.resolve( - ContainerRegistrationKeys.LOGGER - ) - const query = container.resolve( - ContainerRegistrationKeys.QUERY - ) - - const defaultSalesChannel = await salesChannelModuleService - .listSalesChannels({ - name: "Default Sales Channel", - }) - - const sizeOptions = ["S", "M", "L", "XL"] - const colorOptions = ["Black", "White"] - const currency_code = "eur" - const productsNum = 50 - - // TODO seed products -} -``` - -So far, in the script, you: - -- Resolve the Sales Channel Module's main service to retrieve the application's default sales channel. This is the sales channel the dummy products will be available in. -- Resolve the Logger to log messages in the terminal, and Query to later retrieve data useful for the seeded products. -- Initialize some default data to use when seeding the products next. - -Next, replace the `TODO` with the following: - -```ts title="src/scripts/demo-products.ts" -const productsData = new Array(productsNum).fill(0).map((_, index) => { - const title = faker.commerce.product() + "_" + index - return { - title, - is_giftcard: true, - description: faker.commerce.productDescription(), - status: ProductStatus.PUBLISHED, - options: [ - { - title: "Size", - values: sizeOptions, - }, - { - title: "Color", - values: colorOptions, - }, - ], - images: [ - { - url: faker.image.urlPlaceholder({ - text: title, - }), - }, - { - url: faker.image.urlPlaceholder({ - text: title, - }), - }, - ], - variants: new Array(10).fill(0).map((_, variantIndex) => ({ - title: `${title} ${variantIndex}`, - sku: `variant-${variantIndex}${index}`, - prices: new Array(10).fill(0).map((_, priceIndex) => ({ - currency_code, - amount: 10 * priceIndex, - })), - options: { - Size: sizeOptions[Math.floor(Math.random() * 3)], - }, - })), - shipping_profile_id: "sp_123", - sales_channels: [ - { - id: defaultSalesChannel[0].id, - }, - ], - } -}) - -// TODO seed products -``` - -You generate fifty products using the sales channel and variables you initialized, and using Faker for random data, such as the product's title or images. - -Then, replace the new `TODO` with the following: - -```ts title="src/scripts/demo-products.ts" -const { result: products } = await createProductsWorkflow(container).run({ - input: { - products: productsData, - }, -}) - -logger.info(`Seeded ${products.length} products.`) - -// TODO add inventory levels -``` - -You create the generated products using the `createProductsWorkflow` imported previously from `@medusajs/medusa/core-flows`. It accepts the product data as input, and returns the created products. - -Only thing left is to create inventory levels for the products. So, replace the last `TODO` with the following: - -```ts title="src/scripts/demo-products.ts" -logger.info("Seeding inventory levels.") - -const { data: stockLocations } = await query.graph({ - entity: "stock_location", - fields: ["id"], -}) - -const { data: inventoryItems } = await query.graph({ - entity: "inventory_item", - fields: ["id"], -}) - -const inventoryLevels = inventoryItems.map((inventoryItem) => ({ - location_id: stockLocations[0].id, - stocked_quantity: 1000000, - inventory_item_id: inventoryItem.id, -})) - -await createInventoryLevelsWorkflow(container).run({ - input: { - inventory_levels: inventoryLevels, - }, -}) - -logger.info("Finished seeding inventory levels data.") -``` - -You use Query to retrieve the stock location, to use the first location in the application, and the inventory items. - -Then, you generate inventory levels for each inventory item, associating it with the first stock location. - -Finally, you use the `createInventoryLevelsWorkflow` from Medusa's core workflows to create the inventory levels. - -### Test Script - -To test out the script, run the following command in your project's directory: - -```bash -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. - - -# 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. - -Learn more about modules in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). - -## 1. Create Module Directory - -You'll integrate the third-party system in a new CMS Module. So, create the directory `src/modules/cms` that will hold the module's resources. - -![Directory structure after adding the directory for the CMS Module](https://res.cloudinary.com/dza7lstvk/image/upload/v1733492447/Medusa%20Book/cms-dir-overview-1_gasguk.jpg) - -*** - -## 2. Create Module Service - -Next, you'll create the module's service. It will provide methods to connect and perform actions with the third-party system. - -Create the CMS Module's service at `src/modules/cms/service.ts` with the following content: - -![Directory structure after adding the CMS Module's service](https://res.cloudinary.com/dza7lstvk/image/upload/v1733492583/Medusa%20Book/cms-dir-overview-2_zwcwh3.jpg) - -```ts title="src/modules/cms/service.ts" highlights={serviceHighlights} -import { Logger, ConfigModule } from "@medusajs/framework/types" - -export type ModuleOptions = { - apiKey: string -} - -type InjectedDependencies = { - logger: Logger - configModule: ConfigModule -} - -class CmsModuleService { - private options_: ModuleOptions - private logger_: Logger - - constructor({ logger }: InjectedDependencies, options: ModuleOptions) { - this.logger_ = logger - this.options_ = options - - // TODO initialize SDK - } -} - -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. -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. - -### Integration Methods - -Next, you'll add methods that simulate sending requests to a third-party CMS. You'll use these methods later to sync brands from and to the CMS. - -Add the following methods in the `CmsModuleService`: - -```ts title="src/modules/cms/service.ts" highlights={methodsHighlights} -export class CmsModuleService { - // ... - - // a dummy method to simulate sending a request, - // in a realistic scenario, you'd use an SDK, fetch, or axios clients - private async sendRequest(url: string, method: string, data?: any) { - this.logger_.info(`Sending a ${method} request to ${url}.`) - this.logger_.info(`Request Data: ${JSON.stringify(data, null, 2)}`) - this.logger_.info(`API Key: ${JSON.stringify(this.options_.apiKey, null, 2)}`) - } - - async createBrand(brand: Record) { - await this.sendRequest("/brands", "POST", brand) - } - - async deleteBrand(id: string) { - await this.sendRequest(`/brands/${id}`, "DELETE") - } - - async retrieveBrands(): Promise[]> { - await this.sendRequest("/brands", "GET") - - return [] - } -} -``` - -The `sendRequest` method sends requests to the third-party CMS. Since this guide isn't using a real CMS, it only simulates the sending by logging messages in the terminal. - -You also add three methods that use the `sendRequest` method: - -- `createBrand` that creates a brand in the third-party system. -- `deleteBrand` that deletes the brand in the third-party system. -- `retrieveBrands` to retrieve a brand from the third-party system. - -*** - -## 3. Export Module Definition - -After creating the module's service, you'll export the module definition indicating the module's name and service. - -Create the file `src/modules/cms/index.ts` with the following content: - -![Directory structure of the Medusa application after adding the module definition file](https://res.cloudinary.com/dza7lstvk/image/upload/v1733492991/Medusa%20Book/cms-dir-overview-3_b0byks.jpg) - -```ts title="src/modules/cms/index.ts" -import { Module } from "@medusajs/framework/utils" -import CmsModuleService from "./service" - -export const CMS_MODULE = "cms" - -export default Module(CMS_MODULE, { - service: CmsModuleService, -}) -``` - -You use `Module` from the Modules SDK to export the module's defintion, indicating that the module's name is `cms` and its service is `CmsModuleService`. - -*** - -## 4. Add Module to Medusa's Configurations - -Finally, add the module to the Medusa configurations at `medusa-config.ts`: - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - // ... - modules: [ - // ... - { - resolve: "./src/modules/cms", - options: { - apiKey: process.env.CMS_API_KEY, - }, - }, - ], -}) -``` - -The object passed in `modules` accept an `options` property, whose value is an object of options to pass to the module. These are the options you receive in the `CmsModuleService`'s constructor. - -You can add the `CMS_API_KEY` environment variable to `.env`: - -```bash -CMS_API_KEY=123 -``` - -*** - -## Next Steps: Sync Brand From Medusa to CMS - -You can now use the CMS Module's service to perform actions on the third-party CMS. - -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. - - # 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. @@ -8317,6 +7964,232 @@ 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. + + +# 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. @@ -8429,156 +8302,6 @@ export default defineMiddlewares({ This retrieves the configurations exported from `medusa-config.ts` and applies the `storeCors` to routes starting with `/custom`. -# HTTP Methods - -In this chapter, you'll learn about how to add new API routes for each HTTP method. - -## HTTP Method Handler - -An API route is created for every HTTP method you export a handler function for in a route file. - -Allowed HTTP methods are: `GET`, `POST`, `DELETE`, `PUT`, `PATCH`, `OPTIONS`, and `HEAD`. - -For example, create the file `src/api/hello-world/route.ts` with the following content: - -```ts title="src/api/hello-world/route.ts" -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" - -export const GET = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - res.json({ - message: "[GET] Hello world!", - }) -} - -export const POST = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - res.json({ - message: "[POST] Hello world!", - }) -} -``` - -This adds two API Routes: - -- A `GET` route at `http://localhost:9000/hello-world`. -- A `POST` route at `http://localhost:9000/hello-world`. - - -# 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. - - # Middlewares In this chapter, you’ll learn about middlewares and how to create them. @@ -8927,6 +8650,194 @@ 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. +# HTTP Methods + +In this chapter, you'll learn about how to add new API routes for each HTTP method. + +## HTTP Method Handler + +An API route is created for every HTTP method you export a handler function for in a route file. + +Allowed HTTP methods are: `GET`, `POST`, `DELETE`, `PUT`, `PATCH`, `OPTIONS`, and `HEAD`. + +For example, create the file `src/api/hello-world/route.ts` with the following content: + +```ts title="src/api/hello-world/route.ts" +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" + +export const GET = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + res.json({ + message: "[GET] Hello world!", + }) +} + +export const POST = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + res.json({ + message: "[POST] Hello world!", + }) +} +``` + +This adds two API Routes: + +- A `GET` route at `http://localhost:9000/hello-world`. +- 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. @@ -9300,407 +9211,6 @@ export const GET = async ( In the route handler, you resolve the User Module's main service, then use it to retrieve the logged-in admin user. -# 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). - - -# API Route Response - -In this chapter, you'll learn how to send a response in your API route. - -## Send a JSON Response - -To send a JSON response, use the `json` method of the `MedusaResponse` object passed as the second parameter of your API route handler. - -For example: - -```ts title="src/api/custom/route.ts" highlights={jsonHighlights} -import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" - -export const GET = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - res.json({ - message: "Hello, World!", - }) -} -``` - -This API route returns the following JSON object: - -```json -{ - "message": "Hello, World!" -} -``` - -*** - -## Set Response Status Code - -By default, setting the JSON data using the `json` method returns a response with a `200` status code. - -To change the status code, use the `status` method of the `MedusaResponse` object. - -For example: - -```ts title="src/api/custom/route.ts" highlights={statusHighlight} -import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" - -export const GET = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - res.status(201).json({ - message: "Hello, World!", - }) -} -``` - -The response of this API route has the status code `201`. - -*** - -## Change Response Content Type - -To return response data other than a JSON object, use the `writeHead` method of the `MedusaResponse` object. It allows you to set the response headers, including the content type. - -For example, to create an API route that returns an event stream: - -```ts highlights={streamHighlights} -import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" - -export const GET = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - res.writeHead(200, { - "Content-Type": "text/event-stream", - "Cache-Control": "no-cache", - Connection: "keep-alive", - }) - - const interval = setInterval(() => { - res.write("Streaming data...\n") - }, 3000) - - req.on("end", () => { - clearInterval(interval) - res.end() - }) -} -``` - -The `writeHead` method accepts two parameters: - -1. The first one is the response's status code. -2. The second is an object of key-value pairs to set the headers of the response. - -This API route opens a stream by setting the `Content-Type` in the header to `text/event-stream`. It then simulates a stream by creating an interval that writes the stream data every three seconds. - -*** - -## Do More with Responses - -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. - - -# Retrieve Custom Links from Medusa's API Route - -In this chapter, you'll learn how to retrieve custom data models linked to existing Medusa data models from Medusa's API routes. - -## Why Retrieve Custom Linked Data Models? - -Often, you'll link custom data models to existing Medusa data models to implement custom features or expand on existing ones. - -For example, to add brands for products, you can create a `Brand` data model in a Brand Module, then [define a link](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md) to the [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md)'s `Product` data model. - -When you implement this customization, you might need to retrieve the brand of a product using the existing [Get Product API Route](https://docs.medusajs.com/api/admin#products_getproductsid). You can do this by passing the linked data model's name in the `fields` query parameter of the API route. - -*** - -## How to Retrieve Custom Linked Data Models Using `fields`? - -Most of Medusa's API routes accept a `fields` query parameter that allows you to specify the fields and relations to retrieve in the resource, such as a product. - -For example, to retrieve the brand of a product, you can pass the `brand` field in the `fields` query parameter of the [Get Product API Route](https://docs.medusajs.com/api/admin#products_getproductsid): - -```bash -curl 'http://localhost:9000/admin/products/{id}?fields=*brand' \ --H 'Authorization: Bearer {access_token}' -``` - -The `fields` query parameter accepts a comma-separated list of fields and relations to retrieve. To learn more about using the `fields` query parameter, refer to the [API Reference](https://docs.medusajs.com/api/store#select-fields-and-relations). - -By prefixing `brand` with an asterisk (`*`), you retrieve all the default fields of the product, including the `brand` field. If you don't include the `*` prefix, the response will only include the product's brand. - -*** - -## API Routes that Restrict Retrievable Fields - -Some of Medusa's API routes restrict the fields and relations you can retrieve, which means you can't pass your custom linked data models in the `fields` query parameter. Medusa makes this restriction to ensure the API routes are performant and secure. - -The API routes that restrict the fields and relations you can retrieve are: - -- [Customer Store API Routes](https://docs.medusajs.com/api/store#customers) -- [Customer Admin API Routes](https://docs.medusajs.com/api/admin#customers) -- [Product Category Admin API Routes](https://docs.medusajs.com/api/admin#product-categories) - -### How to Override Allowed Fields and Relations - -For these routes, you need to override the allowed fields and relations to be retrieved. You can do this by adding a [middleware](https://docs.medusajs.com/learn/fundamentals/api-routes/middlewares/index.html.md) to those routes. - -For example, to allow retrieving the `b2b_company` of a customer using the [Get Customer Admin API Route](https://docs.medusajs.com/api/admin#customers_getcustomersid), create the file `src/api/middlewares.ts` with the following content: - -Learn how to create a middleware in the [Middlewares](https://docs.medusajs.com/learn/fundamentals/api-routes/middlewares/index.html.md) chapter. - -```ts title="src/api/middlewares.ts" highlights={highlights} -import { defineMiddlewares } from "@medusajs/medusa"; - -export default defineMiddlewares({ - routes: [ - { - matcher: "/store/customers/me", - method: "GET", - middlewares: [ - (req, res, next) => { - req.allowed?.push("b2b_company"); - next(); - }, - ], - }, - ], -}); -``` - -In this example, you apply a middleware to the [Get Customer Admin API Route](https://docs.medusajs.com/api/admin#customers_getcustomersid). - -The request object passed to middlewares has an `allowed` property that contains the fields and relations that can be retrieved. So, you modify the `allowed` array to include the `b2b_company` field. - -You can now retrieve the `b2b_company` field using the `fields` query parameter of the [Get Customer Admin API Route](https://docs.medusajs.com/api/admin#customers_getcustomersid): - -```bash -curl 'http://localhost:9000/admin/customers/{id}?fields=*b2b_company' \ --H 'Authorization: Bearer {access_token}' -``` - -In this example, you retrieve the `b2b_company` relation of the customer using the `fields` query parameter. - - # 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. @@ -9950,6 +9460,663 @@ 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). +# API Route Response + +In this chapter, you'll learn how to send a response in your API route. + +## Send a JSON Response + +To send a JSON response, use the `json` method of the `MedusaResponse` object passed as the second parameter of your API route handler. + +For example: + +```ts title="src/api/custom/route.ts" highlights={jsonHighlights} +import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" + +export const GET = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + res.json({ + message: "Hello, World!", + }) +} +``` + +This API route returns the following JSON object: + +```json +{ + "message": "Hello, World!" +} +``` + +*** + +## Set Response Status Code + +By default, setting the JSON data using the `json` method returns a response with a `200` status code. + +To change the status code, use the `status` method of the `MedusaResponse` object. + +For example: + +```ts title="src/api/custom/route.ts" highlights={statusHighlight} +import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" + +export const GET = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + res.status(201).json({ + message: "Hello, World!", + }) +} +``` + +The response of this API route has the status code `201`. + +*** + +## Change Response Content Type + +To return response data other than a JSON object, use the `writeHead` method of the `MedusaResponse` object. It allows you to set the response headers, including the content type. + +For example, to create an API route that returns an event stream: + +```ts highlights={streamHighlights} +import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" + +export const GET = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + res.writeHead(200, { + "Content-Type": "text/event-stream", + "Cache-Control": "no-cache", + Connection: "keep-alive", + }) + + const interval = setInterval(() => { + res.write("Streaming data...\n") + }, 3000) + + req.on("end", () => { + clearInterval(interval) + res.end() + }) +} +``` + +The `writeHead` method accepts two parameters: + +1. The first one is the response's status code. +2. The second is an object of key-value pairs to set the headers of the response. + +This API route opens a stream by setting the `Content-Type` in the header to `text/event-stream`. It then simulates a stream by creating an interval that writes the stream data every three seconds. + +*** + +## Do More with Responses + +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. + + +# Retrieve Custom Links from Medusa's API Route + +In this chapter, you'll learn how to retrieve custom data models linked to existing Medusa data models from Medusa's API routes. + +## Why Retrieve Custom Linked Data Models? + +Often, you'll link custom data models to existing Medusa data models to implement custom features or expand on existing ones. + +For example, to add brands for products, you can create a `Brand` data model in a Brand Module, then [define a link](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md) to the [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md)'s `Product` data model. + +When you implement this customization, you might need to retrieve the brand of a product using the existing [Get Product API Route](https://docs.medusajs.com/api/admin#products_getproductsid). You can do this by passing the linked data model's name in the `fields` query parameter of the API route. + +*** + +## How to Retrieve Custom Linked Data Models Using `fields`? + +Most of Medusa's API routes accept a `fields` query parameter that allows you to specify the fields and relations to retrieve in the resource, such as a product. + +For example, to retrieve the brand of a product, you can pass the `brand` field in the `fields` query parameter of the [Get Product API Route](https://docs.medusajs.com/api/admin#products_getproductsid): + +```bash +curl 'http://localhost:9000/admin/products/{id}?fields=*brand' \ +-H 'Authorization: Bearer {access_token}' +``` + +The `fields` query parameter accepts a comma-separated list of fields and relations to retrieve. To learn more about using the `fields` query parameter, refer to the [API Reference](https://docs.medusajs.com/api/store#select-fields-and-relations). + +By prefixing `brand` with an asterisk (`*`), you retrieve all the default fields of the product, including the `brand` field. If you don't include the `*` prefix, the response will only include the product's brand. + +*** + +## API Routes that Restrict Retrievable Fields + +Some of Medusa's API routes restrict the fields and relations you can retrieve, which means you can't pass your custom linked data models in the `fields` query parameter. Medusa makes this restriction to ensure the API routes are performant and secure. + +The API routes that restrict the fields and relations you can retrieve are: + +- [Customer Store API Routes](https://docs.medusajs.com/api/store#customers) +- [Customer Admin API Routes](https://docs.medusajs.com/api/admin#customers) +- [Product Category Admin API Routes](https://docs.medusajs.com/api/admin#product-categories) + +### How to Override Allowed Fields and Relations + +For these routes, you need to override the allowed fields and relations to be retrieved. You can do this by adding a [middleware](https://docs.medusajs.com/learn/fundamentals/api-routes/middlewares/index.html.md) to those routes. + +For example, to allow retrieving the `b2b_company` of a customer using the [Get Customer Admin API Route](https://docs.medusajs.com/api/admin#customers_getcustomersid), create the file `src/api/middlewares.ts` with the following content: + +Learn how to create a middleware in the [Middlewares](https://docs.medusajs.com/learn/fundamentals/api-routes/middlewares/index.html.md) chapter. + +```ts title="src/api/middlewares.ts" highlights={highlights} +import { defineMiddlewares } from "@medusajs/medusa"; + +export default defineMiddlewares({ + routes: [ + { + matcher: "/store/customers/me", + method: "GET", + middlewares: [ + (req, res, next) => { + req.allowed?.push("b2b_company"); + next(); + }, + ], + }, + ], +}); +``` + +In this example, you apply a middleware to the [Get Customer Admin API Route](https://docs.medusajs.com/api/admin#customers_getcustomersid). + +The request object passed to middlewares has an `allowed` property that contains the fields and relations that can be retrieved. So, you modify the `allowed` array to include the `b2b_company` field. + +You can now retrieve the `b2b_company` field using the `fields` query parameter of the [Get Customer Admin API Route](https://docs.medusajs.com/api/admin#customers_getcustomersid): + +```bash +curl 'http://localhost:9000/admin/customers/{id}?fields=*b2b_company' \ +-H 'Authorization: Bearer {access_token}' +``` + +In this example, you retrieve the `b2b_company` relation of the customer using the `fields` query parameter. + + +# Event Data Payload + +In this chapter, you'll learn how subscribers receive an event's data payload. + +## Access Event's Data Payload + +When events are emitted, they’re emitted with a data payload. + +The object that the subscriber function receives as a parameter has an `event` property, which is an object holding the event payload in a `data` property with additional context. + +For example: + +```ts title="src/subscribers/product-created.ts" highlights={highlights} collapsibleLines="1-5" expandButtonLabel="Show Imports" +import type { + SubscriberArgs, + SubscriberConfig, +} from "@medusajs/framework" + +export default async function productCreateHandler({ + event, +}: SubscriberArgs<{ id: string }>) { + const productId = event.data.id + console.log(`The product ${productId} was created`) +} + +export const config: SubscriberConfig = { + event: "product.created", +} +``` + +The `event` object has the following properties: + +- data: (\`object\`) The data payload of the event. Its properties are different for each event. +- name: (string) The name of the triggered event. +- metadata: (\`object\`) Additional data and context of the emitted event. + +This logs the product ID received in the `product.created` event’s data payload to the console. + +{/* --- + +## List of Events with Data Payload + +Refer to [this reference](!resources!/events-reference) for a full list of events emitted by Medusa and their data payloads. */} + + +# Seed Data with Custom CLI Script + +In this chapter, you'll learn how to seed data using a custom CLI script. + +## How to Seed Data + +To seed dummy data for development or demo purposes, use a custom CLI script. + +In the CLI script, use your custom workflows or Medusa's existing workflows, which you can browse in [this reference](https://docs.medusajs.com/resources/medusa-workflows-reference/index.html.md), to seed data. + +### Example: Seed Dummy Products + +In this section, you'll follow an example of creating a custom CLI script that seeds fifty dummy products. + +First, install the [Faker](https://fakerjs.dev/) library to generate random data in your script: + +```bash npm2yarn +npm install --save-dev @faker-js/faker +``` + +Then, create the file `src/scripts/demo-products.ts` with the following content: + +```ts title="src/scripts/demo-products.ts" highlights={highlights} collapsibleLines="1-12" expandButtonLabel="Show Imports" +import { ExecArgs } from "@medusajs/framework/types" +import { faker } from "@faker-js/faker" +import { + ContainerRegistrationKeys, + Modules, + ProductStatus, +} from "@medusajs/framework/utils" +import { + createInventoryLevelsWorkflow, + createProductsWorkflow, +} from "@medusajs/medusa/core-flows" + +export default async function seedDummyProducts({ + container, +}: ExecArgs) { + const salesChannelModuleService = container.resolve( + Modules.SALES_CHANNEL + ) + const logger = container.resolve( + ContainerRegistrationKeys.LOGGER + ) + const query = container.resolve( + ContainerRegistrationKeys.QUERY + ) + + const defaultSalesChannel = await salesChannelModuleService + .listSalesChannels({ + name: "Default Sales Channel", + }) + + const sizeOptions = ["S", "M", "L", "XL"] + const colorOptions = ["Black", "White"] + const currency_code = "eur" + const productsNum = 50 + + // TODO seed products +} +``` + +So far, in the script, you: + +- Resolve the Sales Channel Module's main service to retrieve the application's default sales channel. This is the sales channel the dummy products will be available in. +- Resolve the Logger to log messages in the terminal, and Query to later retrieve data useful for the seeded products. +- Initialize some default data to use when seeding the products next. + +Next, replace the `TODO` with the following: + +```ts title="src/scripts/demo-products.ts" +const productsData = new Array(productsNum).fill(0).map((_, index) => { + const title = faker.commerce.product() + "_" + index + return { + title, + is_giftcard: true, + description: faker.commerce.productDescription(), + status: ProductStatus.PUBLISHED, + options: [ + { + title: "Size", + values: sizeOptions, + }, + { + title: "Color", + values: colorOptions, + }, + ], + images: [ + { + url: faker.image.urlPlaceholder({ + text: title, + }), + }, + { + url: faker.image.urlPlaceholder({ + text: title, + }), + }, + ], + variants: new Array(10).fill(0).map((_, variantIndex) => ({ + title: `${title} ${variantIndex}`, + sku: `variant-${variantIndex}${index}`, + prices: new Array(10).fill(0).map((_, priceIndex) => ({ + currency_code, + amount: 10 * priceIndex, + })), + options: { + Size: sizeOptions[Math.floor(Math.random() * 3)], + }, + })), + shipping_profile_id: "sp_123", + sales_channels: [ + { + id: defaultSalesChannel[0].id, + }, + ], + } +}) + +// TODO seed products +``` + +You generate fifty products using the sales channel and variables you initialized, and using Faker for random data, such as the product's title or images. + +Then, replace the new `TODO` with the following: + +```ts title="src/scripts/demo-products.ts" +const { result: products } = await createProductsWorkflow(container).run({ + input: { + products: productsData, + }, +}) + +logger.info(`Seeded ${products.length} products.`) + +// TODO add inventory levels +``` + +You create the generated products using the `createProductsWorkflow` imported previously from `@medusajs/medusa/core-flows`. It accepts the product data as input, and returns the created products. + +Only thing left is to create inventory levels for the products. So, replace the last `TODO` with the following: + +```ts title="src/scripts/demo-products.ts" +logger.info("Seeding inventory levels.") + +const { data: stockLocations } = await query.graph({ + entity: "stock_location", + fields: ["id"], +}) + +const { data: inventoryItems } = await query.graph({ + entity: "inventory_item", + fields: ["id"], +}) + +const inventoryLevels = inventoryItems.map((inventoryItem) => ({ + location_id: stockLocations[0].id, + stocked_quantity: 1000000, + inventory_item_id: inventoryItem.id, +})) + +await createInventoryLevelsWorkflow(container).run({ + input: { + inventory_levels: inventoryLevels, + }, +}) + +logger.info("Finished seeding inventory levels data.") +``` + +You use Query to retrieve the stock location, to use the first location in the application, and the inventory items. + +Then, you generate inventory levels for each inventory item, associating it with the first stock location. + +Finally, you use the `createInventoryLevelsWorkflow` from Medusa's core workflows to create the inventory levels. + +### Test Script + +To test out the script, run the following command in your project's directory: + +```bash +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. + + +# 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. + + +# 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. + +## Event Types + +In your customization, you can emit an event, then listen to it in a subscriber and perform an asynchronus action, such as send a notification or data to a third-party system. + +There are two types of events in Medusa: + +1. Workflow event: an event that's emitted in a workflow after a commerce feature is performed. For example, Medusa emits the `order.placed` event after a cart is completed. +2. Service event: an event that's emitted to track, trace, or debug processes under the hood. For example, you can emit an event with an audit trail. + +### Which Event Type to Use? + +**Workflow events** are the most common event type in development, as most custom features and customizations are built around workflows. + +Some examples of workflow events: + +1. When a user creates a blog post and you're emitting an event to send a newsletter email. +2. When you finish syncing products to a third-party system and you want to notify the admin user of new products added. +3. When a customer purchases a digital product and you want to generate and send it to them. + +You should only go for a **service event** if you're emitting an event for processes under the hood that don't directly affect front-facing features. + +Some examples of service events: + +1. When you're tracing data manipulation and changes, and you want to track every time some custom data is changed. +2. When you're syncing data with a search engine. + +*** + +## Emit Event in a Workflow + +To emit a workflow event, use the `emitEventStep` helper step provided in the `@medusajs/medusa/core-flows` package. + +For example: + +```ts highlights={highlights} +import { + createWorkflow, +} from "@medusajs/framework/workflows-sdk" +import { + emitEventStep, +} from "@medusajs/medusa/core-flows" + +const helloWorldWorkflow = createWorkflow( + "hello-world", + () => { + // ... + + emitEventStep({ + eventName: "custom.created", + data: { + id: "123", + // other data payload + }, + }) + } +) +``` + +The `emitEventStep` accepts an object having the following properties: + +- `eventName`: The event's name. +- `data`: The data payload as an object. You can pass any properties in the object, and subscribers listening to the event will receive this data in the event's payload. + +In this example, you emit the event `custom.created` and pass in the data payload an ID property. + +### Test it Out + +If you execute the workflow, the event is emitted and you can see it in your application's logs. + +Any subscribers listening to the event are executed. + +*** + +## Emit Event in a Service + +To emit a service event: + +1. Resolve `event_bus` from the module's container in your service's constructor: + +### Extending Service Factory + +```ts title="src/modules/blog/service.ts" highlights={["9"]} +import { IEventBusService } from "@medusajs/framework/types" +import { MedusaService } from "@medusajs/framework/utils" + +class BlogModuleService extends MedusaService({ + Post, +}){ + protected eventBusService_: AbstractEventBusModuleService + + constructor({ event_bus }) { + super(...arguments) + this.eventBusService_ = event_bus + } +} +``` + +### Without Service Factory + +```ts title="src/modules/blog/service.ts" highlights={["6"]} +import { IEventBusService } from "@medusajs/framework/types" + +class BlogModuleService { + protected eventBusService_: AbstractEventBusModuleService + + constructor({ event_bus }) { + this.eventBusService_ = event_bus + } +} +``` + +2. Use the event bus service's `emit` method in the service's methods to emit an event: + +```ts title="src/modules/blog/service.ts" highlights={serviceHighlights} +class BlogModuleService { + // ... + performAction() { + // TODO perform action + + this.eventBusService_.emit({ + name: "custom.event", + data: { + id: "123", + // other data payload + }, + }) + } +} +``` + +The method accepts an object having the following properties: + +- `name`: The event's name. +- `data`: The data payload as an object. You can pass any properties in the object, and subscribers listening to the event will receive this data in the event's payload. + +3. By default, the Event Module's service isn't injected into your module's container. To add it to the container, pass it in the module's registration object in `medusa-config.ts` in the `dependencies` property: + +```ts title="medusa-config.ts" highlights={depsHighlight} +import { Modules } from "@medusajs/framework/utils" + +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "./src/modules/blog", + dependencies: [ + Modules.EVENT_BUS, + ], + }, + ], +}) +``` + +The `dependencies` property accepts an array of module registration keys. The specified modules' main services are injected into the module's container. + +That's how you can resolve it in your module's main service's constructor. + +### Test it Out + +If you execute the `performAction` method of your service, the event is emitted and you can see it in your application's logs. + +Any subscribers listening to the event are also executed. + + # Data Model Database Index In this chapter, you’ll learn how to define a database index on a data model. @@ -10454,224 +10621,6 @@ const posts = await blogModuleService.listPosts({ This retrieves records that include `New Products` in their `title` property. -# 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 Relationships In this chapter, you’ll learn how to define relationships between data models in your module. @@ -11065,217 +11014,4633 @@ So, always rollback the migration before deleting it. 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). -# Emit Workflow and Service Events +# Manage Relationships -In this chapter, you'll learn about event types and how to emit an event in a service or workflow. +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. -## Event Types +## Manage One-to-One Relationship -In your customization, you can emit an event, then listen to it in a subscriber and perform an asynchronus action, such as send a notification or data to a third-party system. +### BelongsTo Side of One-to-One -There are two types of events in Medusa: +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. -1. Workflow event: an event that's emitted in a workflow after a commerce feature is performed. For example, Medusa emits the `order.placed` event after a cart is completed. -2. Service event: an event that's emitted to track, trace, or debug processes under the hood. For example, you can emit an event with an audit trail. +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: -### Which Event Type to Use? +```ts highlights={belongsHighlights} +// when creating an email +const email = await helloModuleService.createEmails({ + // other properties... + user_id: "123", +}) -**Workflow events** are the most common event type in development, as most custom features and customizations are built around workflows. +// when updating an email +const email = await helloModuleService.updateEmails({ + id: "321", + // other properties... + user_id: "123", +}) +``` -Some examples of workflow events: +In the example above, you pass the `user_id` property when creating or updating an email to specify the user it belongs to. -1. When a user creates a blog post and you're emitting an event to send a newsletter email. -2. When you finish syncing products to a third-party system and you want to notify the admin user of new products added. -3. When a customer purchases a digital product and you want to generate and send it to them. +### HasOne Side -You should only go for a **service event** if you're emitting an event for processes under the hood that don't directly affect front-facing features. +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. -Some examples of service events: +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: -1. When you're tracing data manipulation and changes, and you want to track every time some custom data is changed. -2. When you're syncing data with a search engine. +```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. *** -## Emit Event in a Workflow +## Manage One-to-Many Relationship -To emit a workflow event, use the `emitEventStep` helper step provided in the `@medusajs/medusa/core-flows` package. +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. + + +# Scheduled Jobs Number of Executions + +In this chapter, you'll learn how to set a limit on the number of times a scheduled job is executed. + +## numberOfExecutions Option + +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: + +```ts highlights={highlights} +export default async function myCustomJob() { + console.log("I'll be executed three times only.") +} + +export const config = { + name: "hello-world", + // execute every minute + schedule: "* * * * *", + numberOfExecutions: 3, +} +``` + +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. + + +# 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 Infrastructure Module. + +For example, assuming your plugin has a [Notification Module Provider](https://docs.medusajs.com/resources/infrastructure-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. + + +# Module Container + +In this chapter, you'll learn about the module's container and how to resolve resources in that container. + +Since modules are isolated, each module has a local container only used by the resources of that module. + +So, resources in the module, such as services or loaders, can only resolve other resources registered in the module's container. + +### List of Registered Resources + +Find a list of resources or dependencies registered in a module's container in [the Container Resources reference](https://docs.medusajs.com/resources/medusa-container-resources/index.html.md). + +*** + +## Resolve Resources + +### Services + +A service's constructor accepts as a first parameter an object used to resolve resources registered in the module's container. + +For example: + +```ts highlights={[["4"], ["10"]]} +import { Logger } from "@medusajs/framework/types" + +type InjectedDependencies = { + logger: Logger +} + +export default class BlogModuleService { + protected logger_: Logger + + constructor({ logger }: InjectedDependencies) { + this.logger_ = logger + + this.logger_.info("[BlogModuleService]: Hello World!") + } + + // ... +} +``` + +### Loader + +A loader function accepts as a parameter an object having the property `container`. Its value is the module's container used to resolve resources. + +For example: + +```ts highlights={[["9"]]} +import { + LoaderOptions, +} from "@medusajs/framework/types" +import { + ContainerRegistrationKeys, +} from "@medusajs/framework/utils" + +export default async function helloWorldLoader({ + container, +}: LoaderOptions) { + const logger = container.resolve(ContainerRegistrationKeys.LOGGER) + + logger.info("[helloWorldLoader]: Hello, World!") +} +``` + + +# Perform Database Operations in a Service + +In this chapter, you'll learn how to perform database operations in a module's service. + +This chapter is intended for more advanced database use-cases where you need more control over queries and operations. For basic database operations, such as creating or retrieving data of a model, use the [Service Factory](https://docs.medusajs.com/learn/fundamentals/modules/service-factory/index.html.md) instead. + +## Run Queries + +[MikroORM's entity manager](https://mikro-orm.io/docs/entity-manager) is a class that has methods to run queries on the database and perform operations. + +Medusa provides an `InjectManager` decorator from the Modules SDK that injects a service's method with a [forked entity manager](https://mikro-orm.io/docs/identity-map#forking-entity-manager). + +So, to run database queries in a service: + +1. Add the `InjectManager` decorator to the method. +2. Add as a last parameter an optional `sharedContext` parameter that has the `MedusaContext` decorator from the Modules SDK. This context holds database-related context, including the manager injected by `InjectManager` + +For example, in your service, add the following methods: + +```ts highlights={methodsHighlight} +// other imports... +import { + InjectManager, + MedusaContext, +} from "@medusajs/framework/utils" +import { Context } from "@medusajs/framework/types" +import { EntityManager } from "@mikro-orm/knex" + +class BlogModuleService { + // ... + + @InjectManager() + async getCount( + @MedusaContext() sharedContext?: Context + ): Promise { + return await sharedContext?.manager?.count("my_custom") + } + + @InjectManager() + async getCountSql( + @MedusaContext() sharedContext?: Context + ): Promise { + const data = await sharedContext?.manager?.execute( + "SELECT COUNT(*) as num FROM my_custom" + ) + + return parseInt(data?.[0].num || 0) + } +} +``` + +You add two methods `getCount` and `getCountSql` that have the `InjectManager` decorator. Each of the methods also accept the `sharedContext` parameter which has the `MedusaContext` decorator. + +The entity manager is injected to the `sharedContext.manager` property, which is an instance of [EntityManager from the @mikro-orm/knex package](https://mikro-orm.io/api/knex/class/EntityManager). + +You use the manager in the `getCount` method to retrieve the number of records in a table, and in the `getCountSql` to run a PostgreSQL query that retrieves the count. + +Refer to [MikroORM's reference](https://mikro-orm.io/api/knex/class/EntityManager) for a full list of the entity manager's methods. + +*** + +## Execute Operations in Transactions + +To wrap database operations in a transaction, you create two methods: + +1. A private or protected method that's wrapped in a transaction. To wrap it in a transaction, you use the `InjectTransactionManager` decorator from the Modules SDK. +2. A public method that calls the transactional method. You use on it the `InjectManager` decorator as explained in the previous section. + +Both methods must accept as a last parameter an optional `sharedContext` parameter that has the `MedusaContext` decorator from the Modules SDK. It holds database-related contexts passed through the Medusa application. + +For example: + +```ts highlights={opHighlights} +import { + InjectManager, + InjectTransactionManager, + MedusaContext, +} from "@medusajs/framework/utils" +import { Context } from "@medusajs/framework/types" +import { EntityManager } from "@mikro-orm/knex" + +class BlogModuleService { + // ... + @InjectTransactionManager() + protected async update_( + input: { + id: string, + name: string + }, + @MedusaContext() sharedContext?: Context + ): Promise { + const transactionManager = sharedContext?.transactionManager + await transactionManager?.nativeUpdate( + "my_custom", + { + id: input.id, + }, + { + name: input.name, + } + ) + + // retrieve again + const updatedRecord = await transactionManager?.execute( + `SELECT * FROM my_custom WHERE id = '${input.id}'` + ) + + return updatedRecord + } + + @InjectManager() + async update( + input: { + id: string, + name: string + }, + @MedusaContext() sharedContext?: Context + ) { + return await this.update_(input, sharedContext) + } +} +``` + +The `BlogModuleService` has two methods: + +- A protected `update_` that performs the database operations inside a transaction. +- A public `update` that executes the transactional protected method. + +The shared context's `transactionManager` property holds the transactional entity manager (injected by `InjectTransactionManager`) that you use to perform database operations. + +Refer to [MikroORM's reference](https://mikro-orm.io/api/knex/class/EntityManager) for a full list of the entity manager's methods. + +### Why Wrap a Transactional Method + +The variables in the transactional method (for example, `update_`) hold values that are uncommitted to the database. They're only committed once the method finishes execution. + +So, if in your method you perform database operations, then use their result to perform other actions, such as connecting to a third-party service, you'll be working with uncommitted data. + +By placing only the database operations in a method that has the `InjectTransactionManager` and using it in a wrapper method, the wrapper method receives the committed result of the transactional method. + +This is also useful if you perform heavy data normalization outside of the database operations. In that case, you don't hold the transaction for a longer time than needed. + +For example, the `update` method could be changed to the following: + +```ts +// other imports... +import { + InjectManager, + InjectTransactionManager, + MedusaContext, +} from "@medusajs/framework/utils" +import { Context } from "@medusajs/framework/types" +import { EntityManager } from "@mikro-orm/knex" + +class BlogModuleService { + // ... + @InjectTransactionManager() + protected async update_( + // ... + ): Promise { + // ... + } + @InjectManager() + async update( + input: { + id: string, + name: string + }, + @MedusaContext() sharedContext?: Context + ) { + const newData = await this.update_(input, sharedContext) + + // example method that sends data to another system + await this.sendNewDataToSystem(newData) + + return newData + } +} +``` + +In this case, only the `update_` method is wrapped in a transaction. The returned value `newData` holds the committed result, which can be used for other operations, such as passed to a `sendNewDataToSystem` method. + +### Using Methods in Transactional Methods + +If your transactional method uses other methods that accept a Medusa context, pass the shared context to those methods. + +For example: + +```ts +// other imports... +import { + InjectTransactionManager, + MedusaContext, +} from "@medusajs/framework/utils" +import { Context } from "@medusajs/framework/types" +import { EntityManager } from "@mikro-orm/knex" + +class BlogModuleService { + // ... + @InjectTransactionManager() + protected async anotherMethod( + @MedusaContext() sharedContext?: Context + ) { + // ... + } + + @InjectTransactionManager() + protected async update_( + input: { + id: string, + name: string + }, + @MedusaContext() sharedContext?: Context + ): Promise { + this.anotherMethod(sharedContext) + } +} +``` + +You use the `anotherMethod` transactional method in the `update_` transactional method, so you pass it the shared context. + +The `anotherMethod` now runs in the same transaction as the `update_` method. + +*** + +## Configure Transactions + +To configure the transaction, such as its [isolation level](https://www.postgresql.org/docs/current/transaction-iso.html), use the `baseRepository` dependency registered in your module's container. + +The `baseRepository` is an instance of a repository class that provides methods to create transactions, run database operations, and more. + +The `baseRepository` has a `transaction` method that allows you to run a function within a transaction and configure that transaction. + +For example, resolve the `baseRepository` in your service's constructor: + +### Extending Service Factory + +```ts highlights={[["14"]]} +import { MedusaService } from "@medusajs/framework/utils" +import Post from "./models/post" +import { DAL } from "@medusajs/framework/types" + +type InjectedDependencies = { + baseRepository: DAL.RepositoryService +} + +class BlogModuleService extends MedusaService({ + Post, +}){ + protected baseRepository_: DAL.RepositoryService + + constructor({ baseRepository }: InjectedDependencies) { + super(...arguments) + this.baseRepository_ = baseRepository + } +} + +export default BlogModuleService +``` + +### Without Service Factory + +```ts highlights={[["10"]]} +import { DAL } from "@medusajs/framework/types" + +type InjectedDependencies = { + baseRepository: DAL.RepositoryService +} + +class BlogModuleService { + protected baseRepository_: DAL.RepositoryService + + constructor({ baseRepository }: InjectedDependencies) { + this.baseRepository_ = baseRepository + } +} + +export default BlogModuleService +``` + +Then, add the following method that uses it: + +```ts highlights={repoHighlights} +// ... +import { + InjectManager, + InjectTransactionManager, + MedusaContext, +} from "@medusajs/framework/utils" +import { Context } from "@medusajs/framework/types" +import { EntityManager } from "@mikro-orm/knex" + +class BlogModuleService { + // ... + @InjectTransactionManager() + protected async update_( + input: { + id: string, + name: string + }, + @MedusaContext() sharedContext?: Context + ): Promise { + return await this.baseRepository_.transaction( + async (transactionManager) => { + await transactionManager.nativeUpdate( + "my_custom", + { + id: input.id, + }, + { + name: input.name, + } + ) + + // retrieve again + const updatedRecord = await transactionManager.execute( + `SELECT * FROM my_custom WHERE id = '${input.id}'` + ) + + return updatedRecord + }, + { + transaction: sharedContext?.transactionManager, + } + ) + } + + @InjectManager() + async update( + input: { + id: string, + name: string + }, + @MedusaContext() sharedContext?: Context + ) { + return await this.update_(input, sharedContext) + } +} +``` + +The `update_` method uses the `baseRepository_.transaction` method to wrap a function in a transaction. + +The function parameter receives a transactional entity manager as a parameter. Use it to perform the database operations. + +The `baseRepository_.transaction` method also receives as a second parameter an object of options. You must pass in it the `transaction` property and set its value to the `sharedContext.transactionManager` property so that the function wrapped in the transaction uses the injected transaction manager. + +Refer to [MikroORM's reference](https://mikro-orm.io/api/knex/class/EntityManager) for a full list of the entity manager's methods. + +### Transaction Options + +The second parameter of the `baseRepository_.transaction` method is an object of options that accepts the following properties: + +1. `transaction`: Set the transactional entity manager passed to the function. You must provide this option as explained in the previous section. + +```ts highlights={[["16"]]} +// other imports... +import { EntityManager } from "@mikro-orm/knex" +import { + InjectTransactionManager, + MedusaContext, +} from "@medusajs/framework/utils" +import { Context } from "@medusajs/framework/types" +import { EntityManager } from "@mikro-orm/knex" + +class BlogModuleService { + // ... + @InjectTransactionManager() + async update_( + input: { + id: string, + name: string + }, + @MedusaContext() sharedContext?: Context + ): Promise { + return await this.baseRepository_.transaction( + async (transactionManager) => { + // ... + }, + { + transaction: sharedContext?.transactionManager, + } + ) + } +} +``` + +2. `isolationLevel`: Sets the transaction's [isolation level](https://www.postgresql.org/docs/current/transaction-iso.html). Its values can be: + - `read committed` + - `read uncommitted` + - `snapshot` + - `repeatable read` + - `serializable` + +```ts highlights={[["19"]]} +// other imports... +import { + InjectTransactionManager, + MedusaContext, +} from "@medusajs/framework/utils" +import { Context } from "@medusajs/framework/types" +import { EntityManager } from "@mikro-orm/knex" +import { IsolationLevel } from "@mikro-orm/core" + +class BlogModuleService { + // ... + @InjectTransactionManager() + async update_( + input: { + id: string, + name: string + }, + @MedusaContext() sharedContext?: Context + ): Promise { + return await this.baseRepository_.transaction( + async (transactionManager) => { + // ... + }, + { + isolationLevel: IsolationLevel.READ_COMMITTED, + } + ) + } +} +``` + +3. `enableNestedTransactions`: (default: `false`) whether to allow using nested transactions. + - If `transaction` is provided and this is disabled, the manager in `transaction` is re-used. + +```ts highlights={[["16"]]} +// other imports... +import { + InjectTransactionManager, + MedusaContext, +} from "@medusajs/framework/utils" +import { Context } from "@medusajs/framework/types" +import { EntityManager } from "@mikro-orm/knex" + +class BlogModuleService { + // ... + @InjectTransactionManager() + async update_( + input: { + id: string, + name: string + }, + @MedusaContext() sharedContext?: Context + ): Promise { + return await this.baseRepository_.transaction( + async (transactionManager) => { + // ... + }, + { + enableNestedTransactions: false, + } + ) + } +} +``` + + +# 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 const countProductsStep = createStep( + "count-products", + async ({ }, { container }) => { + const productModuleService = container.resolve("product") + + const [,count] = await productModuleService.listAndCountProducts() + + return new StepResponse(count) + } +) +``` + +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. + + +# Infrastructure Modules + +In this chapter, you’ll learn about Infrastructure Modules. + +## What is an Infrastructure Module? + +An Infrastructure 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. + +*** + +## Infrastructure Module Types + +There are different Infrastructure Module types including: + +![Diagram illustrating how the modules connect to third-party services](https://res.cloudinary.com/dza7lstvk/image/upload/v1727095814/Medusa%20Book/infrastructure-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. +- Locking Module: Integrates a service that manages access to shared resources by multiple processes or threads. + +*** + +## Infrastructure Modules List + +Refer to the [Infrastructure Modules reference](https://docs.medusajs.com/resources/infrastructure-modules/index.html.md) for a list of Medusa’s Infrastructure Modules, available modules to install, and how to create an Infrastructure Module. + + +# 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. + + +# Modules Directory Structure + +In this document, you'll learn about the expected files and directories in your module. + +![Module Directory Structure Example](https://res.cloudinary.com/dza7lstvk/image/upload/v1714379976/Medusa%20Book/modules-dir-overview_nqq7ne.jpg) + +## index.ts + +The `index.ts` file in the root of your module's directory is the only required file. It must export the module's definition as explained in a [previous chapter](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). + +*** + +## service.ts + +A module must have a main service. It's created in the `service.ts` file at the root of your module directory as explained in a [previous chapter](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). + +*** + +## Other Directories + +The following directories are optional and their content are explained more in the following chapters: + +- `models`: Holds the data models representing tables in the database. +- `migrations`: Holds the migration files used to reflect changes on the database. +- `loaders`: Holds the scripts to run on the Medusa application's start-up. + + +# Loaders + +In this chapter, you’ll learn about loaders and how to use them. + +## What is a Loader? + +When building a commerce application, you'll often need to execute an action the first time the application starts. For example, if your application needs to connect to databases other than Medusa's PostgreSQL database, you might need to establish a connection on application startup. + +In Medusa, you can execute an action when the application starts using a loader. A loader is a function exported by a [module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), which is a package of business logic for a single domain. When the Medusa application starts, it executes all loaders exported by configured modules. + +Loaders are useful to register custom resources, such as database connections, in the [module's container](https://docs.medusajs.com/learn/fundamentals/modules/container/index.html.md), which is similar to the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) but includes only [resources available to the module](https://docs.medusajs.com/resources/medusa-container-resources#module-container-resources/index.html.md). Modules are isolated, so they can't access resources outside of them, such as a service in another module. + +Medusa isolates modules to ensure that they're re-usable across applications, aren't tightly coupled to other resources, and don't have implications when integrated into the Medusa application. Learn more about why modules are isolated in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/isolation/index.html.md), and check out [this reference for the list of resources in the module's container](https://docs.medusajs.com/resources/medusa-container-resources#module-container-resources/index.html.md). + +*** + +## How to Create a Loader? + +### 1. Implement Loader Function + +You create a loader function in a TypeScript or JavaScript file under a module's `loaders` directory. + +For example, consider you have a `hello` module, you can create a loader at `src/modules/hello/loaders/hello-world.ts` with the following content: + +![Example of loader file in the application's directory structure](https://res.cloudinary.com/dza7lstvk/image/upload/v1732865671/Medusa%20Book/loader-dir-overview_eg6vtu.jpg) + +Learn how to create a module in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). + +```ts title="src/modules/hello/loaders/hello-world.ts" +import { + LoaderOptions, +} from "@medusajs/framework/types" + +export default async function helloWorldLoader({ + container, +}: LoaderOptions) { + const logger = container.resolve("logger") + + logger.info("[HELLO MODULE] Just started the Medusa application!") +} +``` + +The loader file exports an async function, which is the function executed when the application loads. + +The function receives an object parameter that has a `container` property, which is the module's container that you can use to resolve resources from. In this example, you resolve the Logger utility to log a message in the terminal. + +Find the list of resources in the module's container in [this reference](https://docs.medusajs.com/resources/medusa-container-resources#module-container-resources/index.html.md). + +### 2. Export Loader in Module Definition + +After implementing the loader, you must export it in the module's definition in the `index.ts` file at the root of the module's directory. Otherwise, the Medusa application will not run it. + +So, to export the loader you implemented above in the `hello` module, add the following to `src/modules/hello/index.ts`: + +```ts title="src/modules/hello/index.ts" +// other imports... +import helloWorldLoader from "./loaders/hello-world" + +export default Module("hello", { + // ... + loaders: [helloWorldLoader], +}) +``` + +The second parameter of the `Module` function accepts a `loaders` property whose value is an array of loader functions. The Medusa application will execute these functions when it starts. + +### Test the Loader + +Assuming your module is [added to Medusa's configuration](https://docs.medusajs.com/learn/fundamentals/modules#4-add-module-to-medusas-configurations/index.html.md), you can test the loader by starting the Medusa application: + +```bash npm2yarn +npm run dev +``` + +Then, you'll find the following message logged in the terminal: + +```plain +info: [HELLO MODULE] Just started the Medusa application! +``` + +This indicates that the loader in the `hello` module ran and logged this message. + +*** + +## Example: Register Custom MongoDB Connection + +As mentioned in this chapter's introduction, loaders are most useful when you need to register a custom resource in the module's container to re-use it in other customizations in the module. + +Consider your have a MongoDB module that allows you to perform operations on a MongoDB database. + +### Prerequisites + +- [MongoDB database that you can connect to from a local machine.](https://www.mongodb.com) +- [Install the MongoDB SDK in your Medusa application.](https://www.mongodb.com/docs/drivers/node/current/quick-start/download-and-install/#install-the-node.js-driver) + +To connect to the database, you create the following loader in your module: + +```ts title="src/modules/mongo/loaders/connection.ts" highlights={loaderHighlights} +import { LoaderOptions } from "@medusajs/framework/types" +import { asValue } from "awilix" +import { MongoClient } from "mongodb" + +type ModuleOptions = { + connection_url?: string + db_name?: string +} + +export default async function mongoConnectionLoader({ + container, + options, +}: LoaderOptions) { + if (!options.connection_url) { + throw new Error(`[MONGO MDOULE]: connection_url option is required.`) + } + if (!options.db_name) { + throw new Error(`[MONGO MDOULE]: db_name option is required.`) + } + const logger = container.resolve("logger") + + try { + const clientDb = ( + await (new MongoClient(options.connection_url)).connect() + ).db(options.db_name) + + logger.info("Connected to MongoDB") + + container.register( + "mongoClient", + asValue(clientDb) + ) + } catch (e) { + logger.error( + `[MONGO MDOULE]: An error occurred while connecting to MongoDB: ${e}` + ) + } +} +``` + +The loader function accepts in its object parameter an `options` property, which is the options passed to the module in Medusa's configurations. For example: + +```ts title="medusa-config.ts" highlights={optionHighlights} +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "./src/modules/mongo", + options: { + connection_url: process.env.MONGO_CONNECTION_URL, + db_name: process.env.MONGO_DB_NAME, + }, + }, + ], +}) +``` + +Passing options is useful when your module needs informations like connection URLs or API keys, as it ensures your module can be re-usable across applications. For the MongoDB Module, you expect two options: + +- `connection_url`: the URL to connect to the MongoDB database. +- `db_name`: The name of the database to connect to. + +In the loader, you check first that these options are set before proceeding. Then, you create an instance of the MongoDB client and connect to the database specified in the options. + +After creating the client, you register it in the module's container using the container's `register` method. The method accepts two parameters: + +1. The key to register the resource under, which in this case is `mongoClient`. You'll use this name later to resolve the client. +2. The resource to register in the container, which is the MongoDB client you created. However, you don't pass the resource as-is. Instead, you need to use an `asValue` function imported from the [awilix package](https://github.com/jeffijoe/awilix), which is the package used to implement the container functionality in Medusa. + +### Use Custom Registered Resource in Module's Service + +After registering the custom MongoDB client in the module's container, you can now resolve and use it in the module's service. + +For example: + +```ts title="src/modules/mongo/service.ts" +import type { Db } from "mongodb" + +type InjectedDependencies = { + mongoClient: Db +} + +export default class MongoModuleService { + private mongoClient_: Db + + constructor({ mongoClient }: InjectedDependencies) { + this.mongoClient_ = mongoClient + } + + async createMovie({ title }: { + title: string + }) { + const moviesCol = this.mongoClient_.collection("movie") + + const insertedMovie = await moviesCol.insertOne({ + title, + }) + + const movie = await moviesCol.findOne({ + _id: insertedMovie.insertedId, + }) + + return movie + } + + async deleteMovie(id: string) { + const moviesCol = this.mongoClient_.collection("movie") + + await moviesCol.deleteOne({ + _id: { + equals: id, + }, + }) + } +} +``` + +The service `MongoModuleService` resolves the `mongoClient` resource you registered in the loader and sets it as a class property. You then use it in the `createMovie` and `deleteMovie` methods, which create and delete a document in a `movie` collection in the MongoDB database, respectively. + +Make sure to export the loader in the module's definition in the `index.ts` file at the root directory of the module: + +```ts title="src/modules/mongo/index.ts" highlights={[["9"]]} +import { Module } from "@medusajs/framework/utils" +import MongoModuleService from "./service" +import mongoConnectionLoader from "./loaders/connection" + +export const MONGO_MODULE = "mongo" + +export default Module(MONGO_MODULE, { + service: MongoModuleService, + loaders: [mongoConnectionLoader], +}) +``` + +### Test it Out + +You can test the connection out by starting the Medusa application. If it's successful, you'll see the following message logged in the terminal: + +```bash +info: Connected to MongoDB +``` + +You can now resolve the MongoDB Module's main service in your customizations to perform operations on the MongoDB database. + + +# Multiple Services in a Module + +In this chapter, you'll learn how to use multiple services in a module. + +## Module's Main and Internal Services + +A module has one main service only, which is the service exported in the module's definition. + +However, you may use other services in your module to better organize your code or split functionalities. These are called internal services that can be resolved within your module, but not in external resources. + +*** + +## How to Add an Internal Service + +### 1. Create Service + +To add an internal service, create it in the `services` directory of your module. + +For example, create the file `src/modules/blog/services/client.ts` with the following content: + +```ts title="src/modules/blog/services/client.ts" +export class ClientService { + async getMessage(): Promise { + return "Hello, World!" + } +} +``` + +### 2. Export Service in Index + +Next, create an `index.ts` file under the `services` directory of the module that exports your internal services. + +For example, create the file `src/modules/blog/services/index.ts` with the following content: + +```ts title="src/modules/blog/services/index.ts" +export * from "./client" +``` + +This exports the `ClientService`. + +### 3. Resolve Internal Service + +Internal services exported in the `services/index.ts` file of your module are now registered in the container and can be resolved in other services in the module as well as loaders. + +For example, in your main service: + +```ts title="src/modules/blog/service.ts" highlights={[["5"], ["13"]]} +// other imports... +import { ClientService } from "./services" + +type InjectedDependencies = { + clientService: ClientService +} + +class BlogModuleService extends MedusaService({ + Post, +}){ + protected clientService_: ClientService + + constructor({ clientService }: InjectedDependencies) { + super(...arguments) + this.clientService_ = clientService + } +} +``` + +You can now use your internal service in your main service. + +*** + +## Resolve Resources in Internal Service + +Resolve dependencies from your module's container in the constructor of your internal service. + +For example: + +```ts +import { Logger } from "@medusajs/framework/types" + +type InjectedDependencies = { + logger: Logger +} + +export class ClientService { + protected logger_: Logger + + constructor({ logger }: InjectedDependencies) { + this.logger_ = logger + } +} +``` + +*** + +## Access Module Options + +Your internal service can't access the module's options. + +To retrieve the module's options, use the `configModule` registered in the module's container, which is the configurations in `medusa-config.ts`. + +For example: + +```ts +import { ConfigModule } from "@medusajs/framework/types" +import { BLOG_MODULE } from ".." + +export type InjectedDependencies = { + configModule: ConfigModule +} + +export class ClientService { + protected options: Record + + constructor({ configModule }: InjectedDependencies) { + const moduleDef = configModule.modules[BLOG_MODULE] + + if (typeof moduleDef !== "boolean") { + this.options = moduleDef.options + } + } +} +``` + +The `configModule` has a `modules` property that includes all registered modules. Retrieve the module's configuration using its registration key. + +If its value is not a `boolean`, set the service's options to the module configuration's `options` property. + + +# Service Factory + +In this chapter, you’ll learn about what the service factory is and how to use it. + +## What is the Service Factory? + +Medusa provides a service factory that your module’s main service can extend. + +The service factory generates data management methods for your data models in the database, so you don't have to implement these methods manually. + +Your service provides data-management functionalities of your data models. + +*** + +## How to Extend the Service Factory? + +Medusa provides the service factory as a `MedusaService` function your service extends. The function creates and returns a service class with generated data-management methods. + +For example, create the file `src/modules/blog/service.ts` with the following content: + +```ts title="src/modules/blog/service.ts" highlights={highlights} +import { MedusaService } from "@medusajs/framework/utils" +import Post from "./models/post" + +class BlogModuleService extends MedusaService({ + Post, +}){ + // TODO implement custom methods +} + +export default BlogModuleService +``` + +### MedusaService Parameters + +The `MedusaService` function accepts one parameter, which is an object of data models to generate data-management methods for. + +In the example above, since the `BlogModuleService` extends `MedusaService`, it has methods to manage the `Post` data model, such as `createPosts`. + +### Generated Methods + +The service factory generates methods to manage the records of each of the data models provided in the first parameter in the database. + +The method's names are the operation's name, suffixed by the data model's key in the object parameter passed to `MedusaService`. + +For example, the following methods are generated for the service above: + +Find a complete reference of each of the methods in [this documentation](https://docs.medusajs.com/resources/service-factory-reference/index.html.md) + +### listPosts + +### listPosts + +This method retrieves an array of records based on filters and pagination configurations. + +For example: + +```ts +const posts = await blogModuleService + .listPosts() + +// with filters +const posts = await blogModuleService + .listPosts({ + id: ["123"] + }) +``` + +### listAndCountPosts + +### retrievePost + +This method retrieves a record by its ID. + +For example: + +```ts +const post = await blogModuleService + .retrievePost("123") +``` + +### retrievePost + +### updatePosts + +This method updates and retrieves records of the data model. + +For example: + +```ts +const post = await blogModuleService + .updatePosts({ + id: "123", + title: "test" + }) + +// update multiple +const posts = await blogModuleService + .updatePosts([ + { + id: "123", + title: "test" + }, + { + id: "321", + title: "test 2" + }, + ]) + +// use filters +const posts = await blogModuleService + .updatePosts([ + { + selector: { + id: ["123", "321"] + }, + data: { + title: "test" + } + }, + ]) +``` + +### createPosts + +### softDeletePosts + +This method soft-deletes records using an array of IDs or an object of filters. + +For example: + +```ts +await blogModuleService.softDeletePosts("123") + +// soft-delete multiple +await blogModuleService.softDeletePosts([ + "123", "321" +]) + +// use filters +await blogModuleService.softDeletePosts({ + id: ["123", "321"] +}) +``` + +### updatePosts + +### deletePosts + +### softDeletePosts + +### restorePosts + +### Using a Constructor + +If you implement the `constructor` of your service, make sure to call `super` passing it `...arguments`. + +For example: + +```ts highlights={[["8"]]} +import { MedusaService } from "@medusajs/framework/utils" +import Post from "./models/post" + +class BlogModuleService extends MedusaService({ + Post, +}){ + constructor() { + super(...arguments) + } +} + +export default BlogModuleService +``` + + +# 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. + +## What are Module Options? + +A module can receive options to customize or configure its functionality. For example, if you’re creating a module that integrates a third-party service, you’ll want to receive the integration credentials in the options rather than adding them directly in your code. + +*** + +## How to Pass Options to a Module? + +To pass options to a module, add an `options` property to the module’s configuration in `medusa-config.ts`. + +For example: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "./src/modules/blog", + options: { + capitalize: true, + }, + }, + ], +}) +``` + +The `options` property’s value is an object. You can pass any properties you want. + +### Pass Options to a Module in a Plugin + +If your module is part of a plugin, you can pass options to the module in the plugin’s configuration. + +For example: + +```ts title="medusa-config.ts" +import { defineConfig } from "@medusajs/framework/utils" +module.exports = defineConfig({ + plugins: [ + { + resolve: "@myorg/plugin-name", + options: { + capitalize: true, + }, + }, + ], +}) +``` + +The `options` property in the plugin configuration is passed to all modules in a plugin. + +*** + +## Access Module Options in Main Service + +The module’s main service receives the module options as a second parameter. + +For example: + +```ts title="src/modules/blog/service.ts" highlights={[["12"], ["14", "options?: ModuleOptions"], ["17"], ["18"], ["19"]]} +import { MedusaService } from "@medusajs/framework/utils" +import Post from "./models/post" + +// recommended to define type in another file +type ModuleOptions = { + capitalize?: boolean +} + +export default class BlogModuleService extends MedusaService({ + Post, +}){ + protected options_: ModuleOptions + + constructor({}, options?: ModuleOptions) { + super(...arguments) + + this.options_ = options || { + capitalize: false, + } + } + + // ... +} +``` + +*** + +## Access Module Options in Loader + +The object that a module’s loaders receive as a parameter has an `options` property holding the module's options. + +For example: + +```ts title="src/modules/blog/loaders/hello-world.ts" highlights={[["11"], ["12", "ModuleOptions", "The type of expected module options."], ["16"]]} +import { + LoaderOptions, +} from "@medusajs/framework/types" + +// recommended to define type in another file +type ModuleOptions = { + capitalize?: boolean +} + +export default async function helloWorldLoader({ + options, +}: LoaderOptions) { + + console.log( + "[BLOG MODULE] Just started the Medusa application!", + options + ) +} +``` + +*** + +## Validate Module Options + +If you expect a certain option and want to throw an error if it's not provided or isn't valid, it's recommended to perform the validation in a loader. The module's service is only instantiated when it's used, whereas the loader runs the when the Medusa application starts. + +So, by performing the validation in the loader, you ensure you can throw an error at an early point, rather than when the module is used. + +For example, to validate that the Hello Module received an `apiKey` option, create the loader `src/modules/loaders/validate.ts`: + +```ts title="src/modules/blog/loaders/validate.ts" +import { LoaderOptions } from "@medusajs/framework/types" +import { MedusaError } from "@medusajs/framework/utils" + +// recommended to define type in another file +type ModuleOptions = { + apiKey?: string +} + +export default async function validationLoader({ + options, +}: LoaderOptions) { + if (!options.apiKey) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Hello Module requires an apiKey option." + ) + } +} +``` + +Then, export the loader in the module's definition file, as explained in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/loaders/index.html.md): + +```ts title="src/modules/blog/index.ts" +// other imports... +import validationLoader from "./loaders/validate" + +export const BLOG_MODULE = "blog" + +export default Module(BLOG_MODULE, { + // ... + loaders: [validationLoader], +}) +``` + +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. + + +# 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. + + +# 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") +``` +~~~ */} + + +# 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. + + +# Access Workflow Errors + +In this chapter, you’ll learn how to access errors that occur during a workflow’s execution. + +## How to Access Workflow Errors? + +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 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) +} + +``` + +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. + +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. + + +# Expose a Workflow Hook + +In this chapter, you'll learn how to expose a hook in your workflow. + +## When to Expose a Hook + +Your workflow is reusable in other applications, and you allow performing an external action at some point in your workflow. + +Your workflow isn't reusable by other applications. Use a step that performs what a hook handler would instead. + +*** + +## How to Expose a Hook in a Workflow? + +To expose a hook in your workflow, use `createHook` from the Workflows SDK. + +For example: + +```ts title="src/workflows/my-workflow/index.ts" highlights={hookHighlights} +import { + createStep, + createHook, + createWorkflow, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" +import { createProductStep } from "./steps/create-product" + +export const myWorkflow = createWorkflow( + "my-workflow", + function (input) { + const product = createProductStep(input) + const productCreatedHook = createHook( + "productCreated", + { productId: product.id } + ) + + return new WorkflowResponse(product, { + hooks: [productCreatedHook], + }) + } +) +``` + +The `createHook` function accepts two parameters: + +1. The first is a string indicating the hook's name. You use this to consume the hook later. +2. The second is the input to pass to the hook handler. + +The workflow must also pass an object having a `hooks` property as a second parameter to the `WorkflowResponse` constructor. Its value is an array of the workflow's hooks. + +### How to Consume the Hook? + +To consume the hook of the workflow, create the file `src/workflows/hooks/my-workflow.ts` with the following content: + +```ts title="src/workflows/hooks/my-workflow.ts" highlights={handlerHighlights} +import { myWorkflow } from "../my-workflow" + +myWorkflow.hooks.productCreated( + async ({ productId }, { container }) => { + // TODO perform an action + } +) +``` + +The hook is available on the workflow's `hooks` property using its name `productCreated`. + +You invoke the hook, passing a step function (the hook handler) as a parameter. + + +# Conditions in Workflows with When-Then + +In this chapter, you'll learn how to execute an action based on a condition in a workflow using when-then from the Workflows SDK. + +## Why If-Conditions Aren't Allowed in Workflows? + +Medusa creates an internal representation of the workflow definition you pass to `createWorkflow` to track and store its steps. At that point, variables in the workflow don't have any values. They only do when you execute the workflow. + +So, you can't use an if-condition that checks a variable's value, as the condition will be evaluated when Medusa creates the internal representation of the workflow, rather than during execution. + +Instead, use when-then from the Workflows SDK. It allows you to perform steps in a workflow only if a condition that you specify is satisfied. + +Restrictions for conditions is only applicable in a workflow's definition. You can still use if-conditions in your step's code. + +*** + +## How to use When-Then? + +The Workflows SDK provides a `when` function that is used to check whether a condition is true. You chain a `then` function to `when` that specifies the steps to execute if the condition in `when` is satisfied. For example: ```ts highlights={highlights} import { createWorkflow, + WorkflowResponse, + when, } from "@medusajs/framework/workflows-sdk" -import { - emitEventStep, -} from "@medusajs/medusa/core-flows" +// step imports... + +const workflow = createWorkflow( + "workflow", + function (input: { + is_active: boolean + }) { + + const result = when( + input, + (input) => { + return input.is_active + } + ).then(() => { + const stepResult = isActiveStep() + return stepResult + }) + + // executed without condition + const anotherStepResult = anotherStep(result) + + return new WorkflowResponse( + anotherStepResult + ) + } +) +``` + +In this code snippet, you execute the `isActiveStep` only if the `input.is_active`'s value is `true`. + +### When Parameters + +`when` accepts the following parameters: + +1. The first parameter is either an object or the workflow's input. This data is passed as a parameter to the function in `when`'s second parameter. +2. The second parameter is a function that returns a boolean indicating whether to execute the action in `then`. + +### Then Parameters + +To specify the action to perform if the condition is satisfied, chain a `then` function to `when` and pass it a callback function. + +The callback function is only executed if `when`'s second parameter function returns a `true` value. + +*** + +## Implementing If-Else with When-Then + +when-then doesn't support if-else conditions. Instead, use two `when-then` conditions in your workflow. + +For example: + +```ts highlights={ifElseHighlights} +const workflow = createWorkflow( + "workflow", + function (input: { + is_active: boolean + }) { + + const isActiveResult = when( + input, + (input) => { + return input.is_active + } + ).then(() => { + return isActiveStep() + }) + + const notIsActiveResult = when( + input, + (input) => { + return !input.is_active + } + ).then(() => { + return notIsActiveStep() + }) + + // ... + } +) +``` + +In the above workflow, you use two `when-then` blocks. The first one performs a step if `input.is_active` is `true`, and the second performs a step if `input.is_active` is `false`, acting as an else condition. + +*** + +## Specify Name for When-Then + +Internally, `when-then` blocks have a unique name similar to a step. When you return a step's result in a `when-then` block, the block's name is derived from the step's name. For example: + +```ts +const isActiveResult = when( + input, + (input) => { + return input.is_active + } +).then(() => { + return isActiveStep() +}) +``` + +This `when-then` block's internal name will be `when-then-is-active`, where `is-active` is the step's name. + +However, if you need to return in your `when-then` block something other than a step's result, you need to specify a unique step name for that block. Otherwise, Medusa will generate a random name for it which can cause unexpected errors in production. + +You pass a name for `when-then` as a first parameter of `when`, whose signature can accept three parameters in this case. For example: + +```ts highlights={nameHighlights} +const { isActive } = when( + "check-is-active", + input, + (input) => { + return input.is_active + } +).then(() => { + const isActive = isActiveStep() + + return { + isActive, + } +}) +``` + +Since `then` returns a value different than the step's result, you pass to the `when` function the following parameters: + +1. A unique name to be assigned to the `when-then` block. +2. Either an object or the workflow's input. This data is passed as a parameter to the function in `when`'s second parameter. +3. A function that returns a boolean indicating whether to execute the action in `then`. + +The second and third parameters are the same as the parameters you previously passed to `when`. + + +# Workflow Constraints + +This chapter lists constraints of defining a workflow or its steps. + +Medusa creates an internal representation of the workflow definition you pass to `createWorkflow` to track and store its steps. At that point, variables in the workflow don't have any values. They only do when you execute the workflow. + +This creates restrictions related to variable manipulations, using if-conditions, and other constraints. This chapter lists these constraints and provides their alternatives. + +## Workflow Constraints + +### No Async Functions + +The function passed to `createWorkflow` can’t be an async function: + +```ts highlights={[["4", "async", "Function can't be async."], ["11", "", "Correct way of defining the function."]]} +// Don't +const myWorkflow = createWorkflow( + "hello-world", + async function (input: WorkflowInput) { + // ... +}) + +// Do +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + // ... +}) +``` + +### No Direct Variable Manipulation + +You can’t directly manipulate variables within the workflow's constructor function. + +Learn more about why you can't manipulate variables [in this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md) + +Instead, use `transform` from the Workflows SDK: + +```ts highlights={highlights} +// Don't +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + const str1 = step1(input) + const str2 = step2(input) + + return new WorkflowResponse({ + message: `${str1}${str2}`, + }) +}) + +// Do +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + const str1 = step1(input) + const str2 = step2(input) + + const result = transform( + { + str1, + str2, + }, + (input) => ({ + message: `${input.str1}${input.str2}`, + }) + ) + + return new WorkflowResponse(result) +}) +``` + +### Create Dates in transform + +When you use `new Date()` in a workflow's constructor function, the date is evaluated when Medusa creates the internal representation of the workflow, not during execution. + +Instead, create the date using `transform`. + +Learn more about how Medusa creates an internal representation of a workflow [in this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md). + +For example: + +```ts highlights={dateHighlights} +// Don't +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + const today = new Date() + + return new WorkflowResponse({ + today, + }) +}) + +// Do +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + const today = transform({}, () => new Date()) + + return new WorkflowResponse({ + today, + }) +}) +``` + +### No If Conditions + +You can't use if-conditions in a workflow. + +Learn more about why you can't use if-conditions [in this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/conditions#why-if-conditions-arent-allowed-in-workflows/index.html.md) + +Instead, use when-then from the Workflows SDK: + +```ts +// Don't +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + if (input.is_active) { + // perform an action + } +}) + +// Do (explained in the next chapter) +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + when(input, (input) => { + return input.is_active + }) + .then(() => { + // perform an action + }) +}) +``` + +You can also pair multiple `when-then` blocks to implement an `if-else` condition as explained in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/conditions/index.html.md). + +### No Conditional Operators + +You can't use conditional operators in a workflow, such as `??` or `||`. + +Learn more about why you can't use conditional operators [in this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/conditions#why-if-conditions-arent-allowed-in-workflows/index.html.md) + +Instead, use `transform` to store the desired value in a variable. + +### Logical Or (||) Alternative + +```ts +// Don't +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + const message = input.message || "Hello" +}) + +// Do +// other imports... +import { transform } from "@medusajs/framework/workflows-sdk" + +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + const message = transform( + { + input, + }, + (data) => data.input.message || "hello" + ) +}) +``` + +### Nullish Coalescing (??) Alternative + +```ts +// Don't +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + const message = input.message ?? "Hello" +}) + +// Do +// other imports... +import { transform } from "@medusajs/framework/workflows-sdk" + +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + const message = transform( + { + input, + }, + (data) => data.input.message ?? "hello" + ) +}) +``` + +### Double Not (!!) Alternative + +```ts +// Don't +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + step1({ + isActive: !!input.is_active, + }) +}) + +// Do +// other imports... +import { transform } from "@medusajs/framework/workflows-sdk" + +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + const isActive = transform( + { + input, + }, + (data) => !!data.input.is_active + ) + + step1({ + isActive, + }) +}) +``` + +### Ternary Alternative + +```ts +// Don't +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + step1({ + message: input.is_active ? "active" : "inactive", + }) +}) + +// Do +// other imports... +import { transform } from "@medusajs/framework/workflows-sdk" + +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + const message = transform( + { + input, + }, + (data) => { + return data.input.is_active ? "active" : "inactive" + } + ) + + step1({ + message, + }) +}) +``` + +### Optional Chaining (?.) Alternative + +```ts +// Don't +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + step1({ + name: input.customer?.name, + }) +}) + +// Do +// other imports... +import { transform } from "@medusajs/framework/workflows-sdk" + +const myWorkflow = createWorkflow( + "hello-world", + function (input: WorkflowInput) { + const name = transform( + { + input, + }, + (data) => data.input.customer?.name + ) + + step1({ + name, + }) +}) +``` + +*** + +## Step Constraints + +### Returned Values + +A step must only return serializable values, such as [primitive values](https://developer.mozilla.org/en-US/docs/Web/JavaScript/Data_structures#primitive_values) or an object. + +Values of other types, such as Maps, aren't allowed. + +```ts +// Don't +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" + +const step1 = createStep( + "step-1", + (input, { container }) => { + const myMap = new Map() -const helloWorldWorkflow = createWorkflow( - "hello-world", - () => { // ... - emitEventStep({ - eventName: "custom.created", - data: { - id: "123", - // other data payload + return new StepResponse({ + myMap, + }) + } +) + +// Do +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" + +const step1 = createStep( + "step-1", + (input, { container }) => { + const myObj: Record = {} + + // ... + + return new StepResponse({ + myObj, + }) + } +) +``` + + +# Long-Running Workflows + +In this chapter, you’ll learn what a long-running workflow is and how to configure it. + +## What is a Long-Running Workflow? + +When you execute a workflow, you wait until the workflow finishes execution to receive the output. + +A long-running workflow is a workflow that continues its execution in the background. You don’t receive its output immediately. Instead, you subscribe to the workflow execution to listen to status changes and receive its result once the execution is finished. + +### Why use Long-Running Workflows? + +Long-running workflows are useful if: + +- A task takes too long. For example, you're importing data from a CSV file. +- The workflow's steps wait for an external action to finish before resuming execution. For example, before you import the data from the CSV file, you wait until the import is confirmed by the user. +- You want to retry workflow steps after a long period of time. For example, you want to retry a step that processes a payment every day until the payment is successful. + - Refer to the [Retry Failed Steps chapter](https://docs.medusajs.com/learn/fundamentals/workflows/retry-failed-steps/index.html.md) for more information. + +*** + +## Configure Long-Running Workflows + +A workflow is considered long-running if at least one step has its `async` configuration set to `true` and doesn't return a step response. + +For example, consider the following workflow and steps: + +```ts title="src/workflows/hello-world.ts" highlights={[["15"]]} collapsibleLines="1-11" expandButtonLabel="Show More" +import { + createStep, + createWorkflow, + WorkflowResponse, + StepResponse, +} from "@medusajs/framework/workflows-sdk" + +const step1 = createStep("step-1", async () => { + return new StepResponse({}) +}) + +const step2 = createStep( + { + name: "step-2", + async: true, + }, + async () => { + console.log("Waiting to be successful...") + } +) + +const step3 = createStep("step-3", async () => { + return new StepResponse("Finished three steps") +}) + +const myWorkflow = createWorkflow( + "hello-world", + function () { + step1() + step2() + const message = step3() + + return new WorkflowResponse({ + message, + }) +}) + +export default myWorkflow +``` + +The second step has in its configuration object `async` set to `true` and it doesn't return a step response. This indicates that this step is an asynchronous step. + +So, when you execute the `hello-world` workflow, it continues its execution in the background once it reaches the second step. + +### When is a Workflow Considered Long-Running? + +A workflow is also considered long-running if: + +- One of its steps has its `async` configuration set to `true` and doesn't return a step response. +- One of its steps has its `retryInterval` option set as explained in the [Retry Failed Steps chapter](https://docs.medusajs.com/learn/fundamentals/workflows/retry-failed-steps/index.html.md). + +*** + +## Change Step Status + +Once the workflow's execution reaches an async step, it'll wait in the background for the step to succeed or fail before it moves to the next step. + +To fail or succeed a step, use the Workflow Engine Module's main service that is registered in the Medusa Container under the `Modules.WORKFLOW_ENGINE` (or `workflowsModuleService`) key. + +### Retrieve Transaction ID + +Before changing the status of a workflow execution's async step, you must have the execution's transaction ID. + +When you execute the workflow, the object returned has a `transaction` property, which is an object that holds the details of the workflow execution's transaction. Use its `transactionId` to later change async steps' statuses: + +```ts +const { transaction } = await myWorkflow(req.scope) + .run() + +// use transaction.transactionId later +``` + +### Change Step Status to Successful + +The Workflow Engine Module's main service has a `setStepSuccess` method to set a step's status to successful. If you use it on a workflow execution's async step, the workflow continues execution to the next step. + +For example, consider the following step: + +```ts highlights={successStatusHighlights} collapsibleLines="1-9" expandButtonLabel="Show Imports" +import { + Modules, + TransactionHandlerType, +} from "@medusajs/framework/utils" +import { + StepResponse, + createStep, +} from "@medusajs/framework/workflows-sdk" + +type SetStepSuccessStepInput = { + transactionId: string +}; + +export const setStepSuccessStep = createStep( + "set-step-success-step", + async function ( + { transactionId }: SetStepSuccessStepInput, + { container } + ) { + const workflowEngineService = container.resolve( + Modules.WORKFLOW_ENGINE + ) + + await workflowEngineService.setStepSuccess({ + idempotencyKey: { + action: TransactionHandlerType.INVOKE, + transactionId, + stepId: "step-2", + workflowId: "hello-world", + }, + stepResponse: new StepResponse("Done!"), + options: { + container, }, }) } ) ``` -The `emitEventStep` accepts an object having the following properties: +In this step (which you use in a workflow other than the long-running workflow), you resolve the Workflow Engine Module's main service and set `step-2` of the previous workflow as successful. -- `eventName`: The event's name. -- `data`: The data payload as an object. You can pass any properties in the object, and subscribers listening to the event will receive this data in the event's payload. +The `setStepSuccess` method of the workflow engine's main service accepts as a parameter an object having the following properties: -In this example, you emit the event `custom.created` and pass in the data payload an ID property. +- idempotencyKey: (\`object\`) The details of the workflow execution. -### Test it Out + - action: (\`invoke\` | \`compensate\`) If the step's compensation function is running, use \`compensate\`. Otherwise, use \`invoke\`. -If you execute the workflow, the event is emitted and you can see it in your application's logs. + - transactionId: (\`string\`) The ID of the workflow execution's transaction. -Any subscribers listening to the event are executed. + - stepId: (\`string\`) The ID of the step to change its status. This is the first parameter passed to \`createStep\` when creating the step. -*** + - workflowId: (\`string\`) The ID of the workflow. This is the first parameter passed to \`createWorkflow\` when creating the workflow. +- stepResponse: (\`StepResponse\`) Set the response of the step. This is similar to the response you return in a step's definition, but since the \`async\` step doesn't have a response, you set its response when changing its status. +- options: (\`Record\\`) Options to pass to the step. -## Emit Event in a Service + - container: (\`MedusaContainer\`) An instance of the Medusa Container -To emit a service event: +### Change Step Status to Failed -1. Resolve `event_bus` from the module's container in your service's constructor: +The Workflow Engine Module's main service also has a `setStepFailure` method that changes a step's status to failed. It accepts the same parameter as `setStepSuccess`. -### Extending Service Factory - -```ts title="src/modules/blog/service.ts" highlights={["9"]} -import { IEventBusService } from "@medusajs/framework/types" -import { MedusaService } from "@medusajs/framework/utils" - -class BlogModuleService extends MedusaService({ - Post, -}){ - protected eventBusService_: AbstractEventBusModuleService - - constructor({ event_bus }) { - super(...arguments) - this.eventBusService_ = event_bus - } -} -``` - -### Without Service Factory - -```ts title="src/modules/blog/service.ts" highlights={["6"]} -import { IEventBusService } from "@medusajs/framework/types" - -class BlogModuleService { - protected eventBusService_: AbstractEventBusModuleService - - constructor({ event_bus }) { - this.eventBusService_ = event_bus - } -} -``` - -2. Use the event bus service's `emit` method in the service's methods to emit an event: - -```ts title="src/modules/blog/service.ts" highlights={serviceHighlights} -class BlogModuleService { - // ... - performAction() { - // TODO perform action - - this.eventBusService_.emit({ - name: "custom.event", - data: { - id: "123", - // other data payload - }, - }) - } -} -``` - -The method accepts an object having the following properties: - -- `name`: The event's name. -- `data`: The data payload as an object. You can pass any properties in the object, and subscribers listening to the event will receive this data in the event's payload. - -3. By default, the Event Module's service isn't injected into your module's container. To add it to the container, pass it in the module's registration object in `medusa-config.ts` in the `dependencies` property: - -```ts title="medusa-config.ts" highlights={depsHighlight} -import { Modules } from "@medusajs/framework/utils" - -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "./src/modules/blog", - dependencies: [ - Modules.EVENT_BUS, - ], - }, - ], -}) -``` - -The `dependencies` property accepts an array of module registration keys. The specified modules' main services are injected into the module's container. - -That's how you can resolve it in your module's main service's constructor. - -### Test it Out - -If you execute the `performAction` method of your service, the event is emitted and you can see it in your application's logs. - -Any subscribers listening to the event are also executed. - - -# Event Data Payload - -In this chapter, you'll learn how subscribers receive an event's data payload. - -## Access Event's Data Payload - -When events are emitted, they’re emitted with a data payload. - -The object that the subscriber function receives as a parameter has an `event` property, which is an object holding the event payload in a `data` property with additional context. +After changing the async step's status to failed, the workflow execution fails and the compensation functions of previous steps are executed. For example: -```ts title="src/subscribers/product-created.ts" highlights={highlights} collapsibleLines="1-5" expandButtonLabel="Show Imports" -import type { - SubscriberArgs, - SubscriberConfig, -} from "@medusajs/framework" +```ts highlights={failureStatusHighlights} collapsibleLines="1-9" expandButtonLabel="Show Imports" +import { + Modules, + TransactionHandlerType, +} from "@medusajs/framework/utils" +import { + StepResponse, + createStep, +} from "@medusajs/framework/workflows-sdk" -export default async function productCreateHandler({ - event, -}: SubscriberArgs<{ id: string }>) { - const productId = event.data.id - console.log(`The product ${productId} was created`) -} +type SetStepFailureStepInput = { + transactionId: string +}; -export const config: SubscriberConfig = { - event: "product.created", +export const setStepFailureStep = createStep( + "set-step-failure-step", + async function ( + { transactionId }: SetStepFailureStepInput, + { container } + ) { + const workflowEngineService = container.resolve( + Modules.WORKFLOW_ENGINE + ) + + await workflowEngineService.setStepFailure({ + idempotencyKey: { + action: TransactionHandlerType.INVOKE, + transactionId, + stepId: "step-2", + workflowId: "hello-world", + }, + stepResponse: new StepResponse("Failed!"), + options: { + container, + }, + }) + } +) +``` + +You use this step in another workflow that changes the status of an async step in a long-running workflow's execution to failed. + +*** + +## Access Long-Running Workflow Status and Result + +To access the status and result of a long-running workflow execution, use the `subscribe` and `unsubscribe` methods of the Workflow Engine Module's main service. + +To retrieve the workflow execution's details at a later point, you must enable [storing the workflow's executions](https://docs.medusajs.com/learn/fundamentals/workflows/store-executions/index.html.md). + +For example: + +```ts title="src/api/workflows/route.ts" highlights={highlights} collapsibleLines="1-11" expandButtonLabel="Show Imports" +import type { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" +import myWorkflow from "../../../workflows/hello-world" +import { + IWorkflowEngineService, +} from "@medusajs/framework/types" +import { Modules } from "@medusajs/framework/utils" + +export async function GET(req: MedusaRequest, res: MedusaResponse) { + const { transaction, result } = await myWorkflow(req.scope).run() + + const workflowEngineService = req.scope.resolve< + IWorkflowEngineService + >( + Modules.WORKFLOW_ENGINE + ) + + const subscriptionOptions = { + workflowId: "hello-world", + transactionId: transaction.transactionId, + subscriberId: "hello-world-subscriber", + } + + await workflowEngineService.subscribe({ + ...subscriptionOptions, + subscriber: async (data) => { + if (data.eventType === "onFinish") { + console.log("Finished execution", data.result) + // unsubscribe + await workflowEngineService.unsubscribe({ + ...subscriptionOptions, + subscriberOrId: subscriptionOptions.subscriberId, + }) + } else if (data.eventType === "onStepFailure") { + console.log("Workflow failed", data.step) + } + }, + }) + + res.send(result) } ``` -The `event` object has the following properties: +In the above example, you execute the long-running workflow `hello-world` and resolve the Workflow Engine Module's main service from the Medusa container. -- data: (\`object\`) The data payload of the event. Its properties are different for each event. -- name: (string) The name of the triggered event. -- metadata: (\`object\`) Additional data and context of the emitted event. +### subscribe Method -This logs the product ID received in the `product.created` event’s data payload to the console. +The main service's `subscribe` method allows you to listen to changes in the workflow execution’s status. It accepts an object having three properties: -{/* --- +- workflowId: (\`string\`) The name of the workflow. +- transactionId: (\`string\`) The ID of the workflow exection's transaction. The transaction's details are returned in the response of the workflow execution. +- subscriberId: (\`string\`) The ID of the subscriber. +- subscriber: (\`(data: \{ eventType: string, result?: any }) => Promise\\`) The function executed when the workflow execution's status changes. The function receives a data object. It has an \`eventType\` property, which you use to check the status of the workflow execution. -## List of Events with Data Payload +If the value of `eventType` in the `subscriber` function's first parameter is `onFinish`, the workflow finished executing. The first parameter then also has a `result` property holding the workflow's output. -Refer to [this reference](!resources!/events-reference) for a full list of events emitted by Medusa and their data payloads. */} +### unsubscribe Method + +You can unsubscribe from the workflow using the workflow engine's `unsubscribe` method, which requires the same object parameter as the `subscribe` method. + +However, instead of the `subscriber` property, it requires a `subscriberOrId` property whose value is the same `subscriberId` passed to the `subscribe` method. + +*** + +## Example: Restaurant-Delivery Recipe + +To find a full example of a long-running workflow, refer to the [restaurant-delivery recipe](https://docs.medusajs.com/resources/recipes/marketplace/examples/restaurant-delivery/index.html.md). + +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. + + +# 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. + + +# Retry Failed Steps + +In this chapter, you’ll learn how to configure steps to allow retrial on failure. + +## What is a Step Retrial? + +A step retrial is a mechanism that allows a step to be retried automatically when it fails. This is useful for handling transient errors, such as network issues or temporary unavailability of a service. + +When a step fails, the workflow engine can automatically retry the step a specified number of times before marking the workflow as failed. This can help improve the reliability and resilience of your workflows. + +You can also configure the interval between retries, allowing you to wait for a certain period before attempting the step again. This is useful when the failure is due to a temporary issue that may resolve itself after some time. + +For example, if a step captures a payment, you may want to retry it the next day until the payment is successful or the maximum number of retries is reached. + +*** + +## Configure a Step’s Retrial + +By default, when an error occurs in a step, the step and the workflow fail, and the execution stops. + +You can configure the step to retry on failure. The `createStep` function can accept a configuration object instead of the step’s name as a first parameter. + +For example: + +```ts title="src/workflows/hello-world.ts" highlights={[["10"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import { + createStep, + createWorkflow, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" + +const step1 = createStep( + { + name: "step-1", + maxRetries: 2, + }, + async () => { + console.log("Executing step 1") + + throw new Error("Oops! Something happened.") + } +) + +const myWorkflow = createWorkflow( + "hello-world", + function () { + const str1 = step1() + + return new WorkflowResponse({ + message: str1, + }) +}) + +export default myWorkflow +``` + +The step’s configuration object accepts a `maxRetries` property, which is a number indicating the number of times a step can be retried when it fails. + +When you execute the above workflow, you’ll see the following result in the terminal: + +```bash +Executing step 1 +Executing step 1 +Executing step 1 +error: Oops! Something happened. +Error: Oops! Something happened. +``` + +The first line indicates the first time the step was executed, and the next two lines indicate the times the step was retried. After that, the step and workflow fail. + +*** + +## Step Retry Intervals + +By default, a step is retried immediately after it fails. To specify a wait time before a step is retried, pass a `retryInterval` property to the step's configuration object. Its value is a number of seconds to wait before retrying the step. + +For example: + +```ts title="src/workflows/hello-world.ts" highlights={[["5"]]} +const step1 = createStep( + { + name: "step-1", + maxRetries: 2, + retryInterval: 2, // 2 seconds + }, + async () => { + // ... + } +) +``` + +In this example, if the step fails, it will be retried after two seconds. + +### Maximum Retry Interval + +The `retryInterval` property's maximum value is [Number.MAX\_SAFE\_INTEGER](https://developer.mozilla.org/en-US/docs/Web/JavaScript/Reference/Global_Objects/Number/MAX_SAFE_INTEGER). So, you can set a very long wait time before the step is retried, allowing you to retry steps after a long period. + +For example, to retry a step after a day: + +```ts title="src/workflows/hello-world.ts" highlights={[["5"]]} +const step1 = createStep( + { + name: "step-1", + maxRetries: 2, + retryInterval: 86400, // 1 day + }, + async () => { + // ... + } +) +``` + +In this example, if the step fails, it will be retried after `86400` seconds (one day). + +### Interval Changes Workflow to Long-Running + +By setting `retryInterval` on a step, a workflow that uses that step becomes a [long-running workflow](https://docs.medusajs.com/learn/fundamentals/workflows/long-running-workflow/index.html.md) that runs asynchronously in the background. This is useful when creating workflows that may fail and should run for a long time until they succeed, such as waiting for a payment to be captured or a shipment to be delivered. + +However, since the long-running workflow runs in the background, you won't receive its result or errors immediately when you execute the workflow. + +Instead, you must subscribe to the workflow's execution using the Workflow Engine Module Service. Learn more about it in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/long-running-workflow#access-long-running-workflow-status-and-result/index.html.md). + + +# 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. + +## Problem Reusing a Step in a Workflow + +In some cases, you may need to use a step multiple times in the same workflow. + +The most common example is using the `useQueryGraphStep` multiple times in a workflow to retrieve multiple unrelated data, such as customers and products. + +Each workflow step must have a unique ID, which is the ID passed as a first parameter when creating the step: + +```ts +const useQueryGraphStep = createStep( + "use-query-graph" + // ... +) +``` + +This causes an error when you use the same step multiple times in a workflow, as it's registered in the workflow as two steps having the same ID: + +```ts +const helloWorkflow = createWorkflow( + "hello", + () => { + const { data: products } = useQueryGraphStep({ + entity: "product", + fields: ["id"], + }) + + // ERROR OCCURS HERE: A STEP HAS THE SAME ID AS ANOTHER IN THE WORKFLOW + const { data: customers } = useQueryGraphStep({ + entity: "customer", + fields: ["id"], + }) + } +) +``` + +The next section explains how to fix this issue to use the same step multiple times in a workflow. + +*** + +## How to Use a Step Multiple Times in a Workflow? + +When you execute a step in a workflow, you can chain a `config` method to it to change the step's config. + +Use the `config` method to change a step's ID for a single execution. + +So, this is the correct way to write the example above: + +```ts highlights={highlights} +const helloWorkflow = createWorkflow( + "hello", + () => { + const { data: products } = useQueryGraphStep({ + entity: "product", + fields: ["id"], + }) + + // ✓ No error occurs, the step has a different ID. + const { data: customers } = useQueryGraphStep({ + entity: "customer", + fields: ["id"], + }).config({ name: "fetch-customers" }) + } +) +``` + +The `config` method accepts an object with a `name` property. Its value is a new ID of the step to use for this execution only. + +The first `useQueryGraphStep` usage has the ID `use-query-graph`, and the second `useQueryGraphStep` usage has the ID `fetch-customers`. + + +# Workflow Hooks + +In this chapter, you'll learn what a workflow hook is and how to consume them. + +## What is a Workflow Hook? + +A workflow hook is a point in a workflow where you can inject custom functionality as a step function, called a hook handler. + +Medusa exposes hooks in many of its workflows that are used in its API routes. You can consume those hooks to add your custom logic. + +Refer to the [Workflows Reference](https://docs.medusajs.com/resources/medusa-workflows-reference/index.html.md) to view all workflows and their hooks. + +You want to perform a custom action during a workflow's execution, such as when a product is created. + +*** + +## How to Consume a Hook? + +A workflow has a special `hooks` property which is an object that holds its hooks. + +So, in a TypeScript or JavaScript file created under the `src/workflows/hooks` directory: + +- Import the workflow. +- Access its hook using the `hooks` property. +- Pass the hook a step function as a parameter to consume it. + +For example, to consume the `productsCreated` hook of Medusa's `createProductsWorkflow`, create the file `src/workflows/hooks/product-created.ts` with the following content: + +```ts title="src/workflows/hooks/product-created.ts" highlights={handlerHighlights} +import { createProductsWorkflow } from "@medusajs/medusa/core-flows" + +createProductsWorkflow.hooks.productsCreated( + async ({ products }, { container }) => { + // TODO perform an action + } +) +``` + +The `productsCreated` hook is available on the workflow's `hooks` property by its name. + +You invoke the hook, passing a step function (the hook handler) as a parameter. + +Now, when a product is created using the [Create Product API route](https://docs.medusajs.com/api/admin#products_postproducts), your hook handler is executed after the product is created. + +A hook can have only one handler. + +Refer to the [createProductsWorkflow reference](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow/index.html.md) to see at which point the hook handler is executed. + +### Hook Handler Parameter + +Since a hook handler is essentially a step function, it receives the hook's input as a first parameter, and an object holding a `container` property as a second parameter. + +Each hook has different input. For example, the `productsCreated` hook receives an object having a `products` property holding the created product. + +### Hook Handler Compensation + +Since the hook handler is a step function, you can set its compensation function as a second parameter of the hook. + +For example: + +```ts title="src/workflows/hooks/product-created.ts" +import { createProductsWorkflow } from "@medusajs/medusa/core-flows" + +createProductsWorkflow.hooks.productsCreated( + async ({ products }, { container }) => { + // TODO perform an action + + return new StepResponse(undefined, { ids }) + }, + async ({ ids }, { container }) => { + // undo the performed action + } +) +``` + +The compensation function is executed if an error occurs in the workflow to undo the actions performed by the hook handler. + +The compensation function receives as an input the second parameter passed to the `StepResponse` returned by the step function. + +It also accepts as a second parameter an object holding a `container` property to resolve resources from the Medusa container. + +### Additional Data Property + +Medusa's workflows pass in the hook's input an `additional_data` property: + +```ts title="src/workflows/hooks/product-created.ts" highlights={[["4", "additional_data"]]} +import { createProductsWorkflow } from "@medusajs/medusa/core-flows" + +createProductsWorkflow.hooks.productsCreated( + async ({ products, additional_data }, { container }) => { + // TODO perform an action + } +) +``` + +This property is an object that holds additional data passed to the workflow through the request sent to the API route using the workflow. + +Learn how to pass `additional_data` in requests to API routes in [this chapter](https://docs.medusajs.com/learn/fundamentals/api-routes/additional-data/index.html.md). + +### Pass Additional Data to Workflow + +You can also pass that additional data when executing the workflow. Pass it as a parameter to the `.run` method of the workflow: + +```ts title="src/workflows/hooks/product-created.ts" highlights={[["10", "additional_data"]]} +import type { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" +import { createProductsWorkflow } from "@medusajs/medusa/core-flows" + +export async function POST(req: MedusaRequest, res: MedusaResponse) { + await createProductsWorkflow(req.scope).run({ + input: { + products: [ + // ... + ], + additional_data: { + custom_field: "test", + }, + }, + }) +} +``` + +Your hook handler then receives that passed data in the `additional_data` object. + + +# Store Workflow Executions + +In this chapter, you'll learn how to store workflow executions in the database and access them later. + +## Workflow Execution Retention + +Medusa doesn't store your workflow's execution details by default. However, you can configure a workflow to keep its execution details stored in the database. + +This is useful for auditing and debugging purposes. When you store a workflow's execution, you can view details around its steps, their states and their output. You can also check whether the workflow or any of its steps failed. + +You can view stored workflow executions from the Medusa Admin dashboard by going to Settings -> Workflows. + +*** + +## How to Store Workflow's Executions? + +### Prerequisites + +- [Redis Workflow Engine must be installed and configured.](https://docs.medusajs.com/resources/infrastructure-modules/workflow-engine/redis/index.html.md) + +`createWorkflow` from the Workflows SDK can accept an object as a first parameter to set the workflow's configuration. To enable storing a workflow's executions: + +- Enable the `store` option. If your workflow is a [Long-Running Workflow](https://docs.medusajs.com/learn/fundamentals/workflows/long-running-workflow/index.html.md), this option is enabled by default. +- Set the `retentionTime` option to the number of seconds that the workflow execution should be stored in the database. + +For example: + +```ts highlights={highlights} +import { createStep, createWorkflow } from "@medusajs/framework/workflows-sdk" + +const step1 = createStep( + { + name: "step-1", + }, + async () => { + console.log("Hello from step 1") + } +) + +export const helloWorkflow = createWorkflow( + { + name: "hello-workflow", + retentionTime: 99999, + store: true, + }, + () => { + step1() + } +) +``` + +Whenever you execute the `helloWorkflow` now, its execution details will be stored in the database. + +*** + +## Retrieve Workflow Executions + +You can view stored workflow executions from the Medusa Admin dashboard by going to Settings -> Workflows. + +When you execute a workflow, the returned object has a `transaction` property containing the workflow execution's transaction details: + +```ts +const { transaction } = await helloWorkflow(container).run() +``` + +To retrieve a workflow's execution details from the database, resolve the Workflow Engine Module from the container and use its `listWorkflowExecutions` method. + +For example, you can create a `GET` API Route at `src/workflows/[id]/route.ts` that retrieves a workflow execution for the specified transaction ID: + +```ts title="src/workflows/[id]/route.ts" highlights={retrieveHighlights} +import { MedusaRequest, MedusaResponse } from "@medusajs/framework" +import { Modules } from "@medusajs/framework/utils" + +export async function GET( + req: MedusaRequest, + res: MedusaResponse +) { + const { transaction_id } = req.params + + const workflowEngineService = req.scope.resolve( + Modules.WORKFLOW_ENGINE + ) + + const [workflowExecution] = await workflowEngineService.listWorkflowExecutions({ + transaction_id: transaction_id, + }) + + res.json({ + workflowExecution, + }) +} +``` + +In the above example, you resolve the Workflow Engine Module from the container and use its `listWorkflowExecutions` method, passing the `transaction_id` as a filter to retrieve its workflow execution details. + +A workflow execution object will be similar to the following: + +```json +{ + "workflow_id": "hello-workflow", + "transaction_id": "01JJC2T6AVJCQ3N4BRD1EB88SP", + "id": "wf_exec_01JJC2T6B3P76JD35F12QTTA78", + "execution": { + "state": "done", + "steps": {}, + "modelId": "hello-workflow", + "options": {}, + "metadata": {}, + "startedAt": 1737719880027, + "definition": {}, + "timedOutAt": null, + "hasAsyncSteps": false, + "transactionId": "01JJC2T6AVJCQ3N4BRD1EB88SP", + "hasFailedSteps": false, + "hasSkippedSteps": false, + "hasWaitingSteps": false, + "hasRevertedSteps": false, + "hasSkippedOnFailureSteps": false + }, + "context": { + "data": {}, + "errors": [] + }, + "state": "done", + "created_at": "2025-01-24T09:58:00.036Z", + "updated_at": "2025-01-24T09:58:00.046Z", + "deleted_at": null +} +``` + +### Example: Check if Stored Workflow Execution Failed + +To check if a stored workflow execution failed, you can check its `state` property: + +```ts +if (workflowExecution.state === "failed") { + return res.status(500).json({ + error: "Workflow failed", + }) +} +``` + +Other state values include `done`, `invoking`, and `compensating`. + + +# Variable Manipulation in Workflows with transform + +In this chapter, you'll learn how to use `transform` from the Workflows SDK to manipulate variables in a workflow. + +## Why Variable Manipulation isn't Allowed in Workflows + +Medusa creates an internal representation of the workflow definition you pass to `createWorkflow` to track and store its steps. + +At that point, variables in the workflow don't have any values. They only do when you execute the workflow. + +So, you can only pass variables as parameters to steps. But, in a workflow, you can't change a variable's value or, if the variable is an array, loop over its items. + +Instead, use `transform` from the Workflows SDK. + +Restrictions for variable manipulation is only applicable in a workflow's definition. You can still manipulate variables in your step's code. + +*** + +## What is the transform Utility? + +`transform` creates a new variable as the result of manipulating other variables. + +For example, consider you have two strings as the output of two steps: + +```ts +const str1 = step1() +const str2 = step2() +``` + +To concatenate the strings, you create a new variable `str3` using the `transform` function: + +```ts highlights={highlights} +import { + createWorkflow, + WorkflowResponse, + transform, +} from "@medusajs/framework/workflows-sdk" +// step imports... + +const myWorkflow = createWorkflow( + "hello-world", + function (input) { + const str1 = step1(input) + const str2 = step2(input) + + const str3 = transform( + { str1, str2 }, + (data) => `${data.str1}${data.str2}` + ) + + return new WorkflowResponse(str3) + } +) +``` + +`transform` accepts two parameters: + +1. The first parameter is an object of variables to manipulate. The object is passed as a parameter to `transform`'s second parameter function. +2. The second parameter is the function performing the variable manipulation. + +The value returned by the second parameter function is returned by `transform`. So, the `str3` variable holds the concatenated string. + +You can use the returned value in the rest of the workflow, either to pass it as an input to other steps or to return it in the workflow's response. + +*** + +## Example: Looping Over Array + +Use `transform` to loop over arrays to create another variable from the array's items. + +For example: + +```ts collapsibleLines="1-7" expandButtonLabel="Show Imports" +import { + createWorkflow, + WorkflowResponse, + transform, +} from "@medusajs/framework/workflows-sdk" +// step imports... + +type WorkflowInput = { + items: { + id: string + name: string + }[] +} + +const myWorkflow = createWorkflow( + "hello-world", + function ({ items }: WorkflowInput) { + const ids = transform( + { items }, + (data) => data.items.map((item) => item.id) + ) + + doSomethingStep(ids) + + // ... + } +) +``` + +This workflow receives an `items` array in its input. + +You use `transform` to create an `ids` variable, which is an array of strings holding the `id` of each item in the `items` array. + +You then pass the `ids` variable as a parameter to the `doSomethingStep`. + +*** + +## Example: Creating a Date + +If you create a date with `new Date()` in a workflow's constructor function, Medusa evaluates the date's value when it creates the internal representation of the workflow, not when the workflow is executed. + +So, use `transform` instead to create a date variable with `new Date()`. + +For example: + +```ts +const myWorkflow = createWorkflow( + "hello-world", + () => { + const today = transform({}, () => new Date()) + + doSomethingStep(today) + } +) +``` + +In this workflow, `today` is only evaluated when the workflow is executed. + +*** + +## Caveats + +### Transform Evaluation + +`transform`'s value is only evaluated if you pass its output to a step or in the workflow response. + +For example, if you have the following workflow: + +```ts +const myWorkflow = createWorkflow( + "hello-world", + function (input) { + const str = transform( + { input }, + (data) => `${data.input.str1}${data.input.str2}` + ) + + return new WorkflowResponse("done") + } +) +``` + +Since `str`'s value isn't used as a step's input or passed to `WorkflowResponse`, its value is never evaluated. + +### Data Validation + +`transform` should only be used to perform variable or data manipulation. + +If you want to perform some validation on the data, use a step or [when-then](https://docs.medusajs.com/learn/fundamentals/workflows/conditions/index.html.md) instead. + +For example: + +```ts +// DON'T +const myWorkflow = createWorkflow( + "hello-world", + function (input) { + const str = transform( + { input }, + (data) => { + if (!input.str1) { + throw new Error("Not allowed!") + } + } + ) + } +) + +// DO +const validateHasStr1Step = createStep( + "validate-has-str1", + ({ input }) => { + if (!input.str1) { + throw new Error("Not allowed!") + } + } +) + +const myWorkflow = createWorkflow( + "hello-world", + function (input) { + validateHasStr1({ + input, + }) + + // workflow continues its execution only if + // the step doesn't throw the error. + } +) +``` + + +# 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`. # Add Columns to a Link Table @@ -11436,6 +15801,67 @@ await link.create({ ``` +# Module Link Direction + +In this chapter, you'll learn about the difference in module link directions, and which to use based on your use case. + +The details in this chapter don't apply to [Read-Only Module Links](https://docs.medusajs.com/learn/fundamentals/module-links/read-only/index.html.md). Refer to the [Read-Only Module Links chapter](https://docs.medusajs.com/learn/fundamentals/module-links/read-only/index.html.md) for more information on read-only links and their direction. + +## Link Direction + +The module link's direction depends on the order you pass the data model configuration parameters to `defineLink`. + +For example, the following defines a link from the Blog Module's `post` data model to the Product Module's `product` data model: + +```ts +export default defineLink( + BlogModule.linkable.post, + ProductModule.linkable.product +) +``` + +Whereas the following defines a link from the Product Module's `product` data model to the Blog Module's `post` data model: + +```ts +export default defineLink( + ProductModule.linkable.product, + BlogModule.linkable.post +) +``` + +The above links are two different links that serve different purposes. + +*** + +## Which Link Direction to Use? + +### Extend Data Models + +If you're adding a link to a data model to extend it and add new fields, define the link from the main data model to the custom data model. + +For example, consider you want to add a `subtitle` custom field to the `product` data model. To do that, you define a `Subtitle` data model in your module, then define a link from the `Product` data model to it: + +```ts +export default defineLink( + ProductModule.linkable.product, + BlogModule.linkable.subtitle +) +``` + +### Associate Data Models + +If you're linking data models to indicate an association between them, define the link from the custom data model to the main data model. + +For example, consider you have `Post` data model representing a blog post, and you want to associate a blog post with a product. To do that, define a link from the `Post` data model to `Product`: + +```ts +export default defineLink( + BlogModule.linkable.post, + ProductModule.linkable.product +) +``` + + # Query In this chapter, you’ll learn about Query and how to use it to fetch data from modules. @@ -11593,7 +16019,7 @@ In the object passed to the `graph` method: - `product.*` to retrieve the fields of a product record linked to a `Post` record. - `post.*` to retrieve the fields of a `Post` record linked to a product record. -You can then apply any [filters](#apply-filters) or [pagination configurations](#apply-pagination). +You can then apply any [filters](#apply-filters) or [pagination configurations](#apply-pagination) on the module link's table. For example, you can apply filters on the `product_id`, `post_id`, and any other custom columns you defined in the link table. The returned `data` is similar to the following: @@ -11652,7 +16078,12 @@ Filters don't apply on fields of linked data models from other modules. Refer to ### Advanced Query Filters -Under the hood, Query uses the `listX` (`listPosts`) method of the data model's module's service to retrieve records. This method accepts a filter object that can be used to filter records. +Under the hood, Query uses one of the following methods from the data model's module's service to retrieve records: + +- `listX` if you don't pass [pagination parameters](#apply-pagination). For example, `listPosts`. +- `listAndCountX` if you pass pagination parameters. For example, `listAndCountPosts`. + +Both methods accepts a filter object that can be used to filter records. Those filters don't just allow you to filter by exact values. You can also filter by properties that don't match a value, match multiple values, and other filter types. @@ -11987,67 +16418,6 @@ 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. -# Module Link Direction - -In this chapter, you'll learn about the difference in module link directions, and which to use based on your use case. - -The details in this chapter don't apply to [Read-Only Module Links](https://docs.medusajs.com/learn/fundamentals/module-links/read-only/index.html.md). Refer to the [Read-Only Module Links chapter](https://docs.medusajs.com/learn/fundamentals/module-links/read-only/index.html.md) for more information on read-only links and their direction. - -## Link Direction - -The module link's direction depends on the order you pass the data model configuration parameters to `defineLink`. - -For example, the following defines a link from the Blog Module's `post` data model to the Product Module's `product` data model: - -```ts -export default defineLink( - BlogModule.linkable.post, - ProductModule.linkable.product -) -``` - -Whereas the following defines a link from the Product Module's `product` data model to the Blog Module's `post` data model: - -```ts -export default defineLink( - ProductModule.linkable.product, - BlogModule.linkable.post -) -``` - -The above links are two different links that serve different purposes. - -*** - -## Which Link Direction to Use? - -### Extend Data Models - -If you're adding a link to a data model to extend it and add new fields, define the link from the main data model to the custom data model. - -For example, consider you want to add a `subtitle` custom field to the `product` data model. To do that, you define a `Subtitle` data model in your module, then define a link from the `Product` data model to it: - -```ts -export default defineLink( - ProductModule.linkable.product, - BlogModule.linkable.subtitle -) -``` - -### Associate Data Models - -If you're linking data models to indicate an association between them, define the link from the custom data model to the main data model. - -For example, consider you have `Post` data model representing a blog post, and you want to associate a blog post with a product. To do that, define a link from the `Post` data model to `Product`: - -```ts -export default defineLink( - BlogModule.linkable.post, - ProductModule.linkable.product -) -``` - - # Link In this chapter, you’ll learn what Link is and how to use it to manage links. @@ -12817,6 +17187,7 @@ Read-only module links are most useful when working with data models that aren't To define the read-only module link to a virtual data model, you must: 1. Create a `list` method in the custom module's service. This method retrieves the linked records filtered by the ID(s) of the first data model. + - You can also create a `listAndCount` method to retrieve the related records with pagination. 2. Define the read-only module link from the first data model to the virtual data model. 3. Use Query to retrieve the first data model and its linked records from the virtual data model. @@ -12827,6 +17198,8 @@ To do that, first, create a CMS Module having the following service: Refer to the [Modules chapter](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md) to learn how to create a module and its service. ```ts title="src/modules/cms/service.ts" +import { FindConfig } from "@medusajs/framework/types" + type CmsModuleOptions = { apiKey: string } @@ -12859,6 +17232,36 @@ export default class CmsModuleService { - ] */ } + + // To retrieve with pagination + async listAndCount( + filter: { + id: string | string[] + }, + config?: FindConfig | undefined, + ) { + return this.client.getPosts(filter, { + limit: config?.take, + offset: config?.skip, + }) + /** + - Example of returned data: + - + - { + - count: 2, + - data: [ + - { + - "id": "post_123", + - "product_id": "prod_321" + - }, + - { + - "id": "post_456", + - "product_id": "prod_654" + - } + - ] + - } + */ + } } ``` @@ -12866,6 +17269,8 @@ The above service initializes a client, assuming your CMS has an SDK that allows The service must have a `list` method to be part of the read-only module link. This method accepts the ID(s) of the products to retrieve their associated posts. The posts must include the product's ID in a field, such as `product_id`. +You can also create a `listAndCount` method to retrieve the posts with pagination. This method is called if you pass [pagination parameters to Query](https://docs.medusajs.com/learn/fundamentals/module-links/query#apply-pagination/index.html.md). + Next, define a read-only module link from the Product Module to the CMS Module: ```ts title="src/links/product-cms.ts" @@ -12949,4057 +17354,135 @@ 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). -# Create a Plugin +# Example: Write Integration Tests for Workflows -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 +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. ### Prerequisites -- [Medusa application installed.](https://docs.medusajs.com/learn/installation/index.html.md) +- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/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. +## Write Integration Test for Workflow -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 Infrastructure Module. - -For example, assuming your plugin has a [Notification Module Provider](https://docs.medusajs.com/resources/infrastructure-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. - - -# Scheduled Jobs Number of Executions - -In this chapter, you'll learn how to set a limit on the number of times a scheduled job is executed. - -## numberOfExecutions Option - -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: - -```ts highlights={highlights} -export default async function myCustomJob() { - console.log("I'll be executed three times only.") -} - -export const config = { - name: "hello-world", - // execute every minute - schedule: "* * * * *", - numberOfExecutions: 3, -} -``` - -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. - - -# 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 const countProductsStep = createStep( - "count-products", - async ({ }, { container }) => { - const productModuleService = container.resolve("product") - - const [,count] = await productModuleService.listAndCountProducts() - - return new StepResponse(count) - } -) -``` - -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. - - -# Infrastructure Modules - -In this chapter, you’ll learn about Infrastructure Modules. - -## What is an Infrastructure Module? - -An Infrastructure 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. - -*** - -## Infrastructure Module Types - -There are different Infrastructure Module types including: - -![Diagram illustrating how the modules connect to third-party services](https://res.cloudinary.com/dza7lstvk/image/upload/v1727095814/Medusa%20Book/infrastructure-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. -- Locking Module: Integrates a service that manages access to shared resources by multiple processes or threads. - -*** - -## Infrastructure Modules List - -Refer to the [Infrastructure Modules reference](https://docs.medusajs.com/resources/infrastructure-modules/index.html.md) for a list of Medusa’s Infrastructure Modules, available modules to install, and how to create an Infrastructure Module. - - -# Perform Database Operations in a Service - -In this chapter, you'll learn how to perform database operations in a module's service. - -This chapter is intended for more advanced database use-cases where you need more control over queries and operations. For basic database operations, such as creating or retrieving data of a model, use the [Service Factory](https://docs.medusajs.com/learn/fundamentals/modules/service-factory/index.html.md) instead. - -## Run Queries - -[MikroORM's entity manager](https://mikro-orm.io/docs/entity-manager) is a class that has methods to run queries on the database and perform operations. - -Medusa provides an `InjectManager` decorator from the Modules SDK that injects a service's method with a [forked entity manager](https://mikro-orm.io/docs/identity-map#forking-entity-manager). - -So, to run database queries in a service: - -1. Add the `InjectManager` decorator to the method. -2. Add as a last parameter an optional `sharedContext` parameter that has the `MedusaContext` decorator from the Modules SDK. This context holds database-related context, including the manager injected by `InjectManager` - -For example, in your service, add the following methods: - -```ts highlights={methodsHighlight} -// other imports... -import { - InjectManager, - MedusaContext, -} from "@medusajs/framework/utils" -import { Context } from "@medusajs/framework/types" -import { EntityManager } from "@mikro-orm/knex" - -class BlogModuleService { - // ... - - @InjectManager() - async getCount( - @MedusaContext() sharedContext?: Context - ): Promise { - return await sharedContext?.manager?.count("my_custom") - } - - @InjectManager() - async getCountSql( - @MedusaContext() sharedContext?: Context - ): Promise { - const data = await sharedContext?.manager?.execute( - "SELECT COUNT(*) as num FROM my_custom" - ) - - return parseInt(data?.[0].num || 0) - } -} -``` - -You add two methods `getCount` and `getCountSql` that have the `InjectManager` decorator. Each of the methods also accept the `sharedContext` parameter which has the `MedusaContext` decorator. - -The entity manager is injected to the `sharedContext.manager` property, which is an instance of [EntityManager from the @mikro-orm/knex package](https://mikro-orm.io/api/knex/class/EntityManager). - -You use the manager in the `getCount` method to retrieve the number of records in a table, and in the `getCountSql` to run a PostgreSQL query that retrieves the count. - -Refer to [MikroORM's reference](https://mikro-orm.io/api/knex/class/EntityManager) for a full list of the entity manager's methods. - -*** - -## Execute Operations in Transactions - -To wrap database operations in a transaction, you create two methods: - -1. A private or protected method that's wrapped in a transaction. To wrap it in a transaction, you use the `InjectTransactionManager` decorator from the Modules SDK. -2. A public method that calls the transactional method. You use on it the `InjectManager` decorator as explained in the previous section. - -Both methods must accept as a last parameter an optional `sharedContext` parameter that has the `MedusaContext` decorator from the Modules SDK. It holds database-related contexts passed through the Medusa application. - -For example: - -```ts highlights={opHighlights} -import { - InjectManager, - InjectTransactionManager, - MedusaContext, -} from "@medusajs/framework/utils" -import { Context } from "@medusajs/framework/types" -import { EntityManager } from "@mikro-orm/knex" - -class BlogModuleService { - // ... - @InjectTransactionManager() - protected async update_( - input: { - id: string, - name: string - }, - @MedusaContext() sharedContext?: Context - ): Promise { - const transactionManager = sharedContext?.transactionManager - await transactionManager?.nativeUpdate( - "my_custom", - { - id: input.id, - }, - { - name: input.name, - } - ) - - // retrieve again - const updatedRecord = await transactionManager?.execute( - `SELECT * FROM my_custom WHERE id = '${input.id}'` - ) - - return updatedRecord - } - - @InjectManager() - async update( - input: { - id: string, - name: string - }, - @MedusaContext() sharedContext?: Context - ) { - return await this.update_(input, sharedContext) - } -} -``` - -The `BlogModuleService` has two methods: - -- A protected `update_` that performs the database operations inside a transaction. -- A public `update` that executes the transactional protected method. - -The shared context's `transactionManager` property holds the transactional entity manager (injected by `InjectTransactionManager`) that you use to perform database operations. - -Refer to [MikroORM's reference](https://mikro-orm.io/api/knex/class/EntityManager) for a full list of the entity manager's methods. - -### Why Wrap a Transactional Method - -The variables in the transactional method (for example, `update_`) hold values that are uncommitted to the database. They're only committed once the method finishes execution. - -So, if in your method you perform database operations, then use their result to perform other actions, such as connecting to a third-party service, you'll be working with uncommitted data. - -By placing only the database operations in a method that has the `InjectTransactionManager` and using it in a wrapper method, the wrapper method receives the committed result of the transactional method. - -This is also useful if you perform heavy data normalization outside of the database operations. In that case, you don't hold the transaction for a longer time than needed. - -For example, the `update` method could be changed to the following: - -```ts -// other imports... -import { - InjectManager, - InjectTransactionManager, - MedusaContext, -} from "@medusajs/framework/utils" -import { Context } from "@medusajs/framework/types" -import { EntityManager } from "@mikro-orm/knex" - -class BlogModuleService { - // ... - @InjectTransactionManager() - protected async update_( - // ... - ): Promise { - // ... - } - @InjectManager() - async update( - input: { - id: string, - name: string - }, - @MedusaContext() sharedContext?: Context - ) { - const newData = await this.update_(input, sharedContext) - - // example method that sends data to another system - await this.sendNewDataToSystem(newData) - - return newData - } -} -``` - -In this case, only the `update_` method is wrapped in a transaction. The returned value `newData` holds the committed result, which can be used for other operations, such as passed to a `sendNewDataToSystem` method. - -### Using Methods in Transactional Methods - -If your transactional method uses other methods that accept a Medusa context, pass the shared context to those methods. - -For example: - -```ts -// other imports... -import { - InjectTransactionManager, - MedusaContext, -} from "@medusajs/framework/utils" -import { Context } from "@medusajs/framework/types" -import { EntityManager } from "@mikro-orm/knex" - -class BlogModuleService { - // ... - @InjectTransactionManager() - protected async anotherMethod( - @MedusaContext() sharedContext?: Context - ) { - // ... - } - - @InjectTransactionManager() - protected async update_( - input: { - id: string, - name: string - }, - @MedusaContext() sharedContext?: Context - ): Promise { - this.anotherMethod(sharedContext) - } -} -``` - -You use the `anotherMethod` transactional method in the `update_` transactional method, so you pass it the shared context. - -The `anotherMethod` now runs in the same transaction as the `update_` method. - -*** - -## Configure Transactions - -To configure the transaction, such as its [isolation level](https://www.postgresql.org/docs/current/transaction-iso.html), use the `baseRepository` dependency registered in your module's container. - -The `baseRepository` is an instance of a repository class that provides methods to create transactions, run database operations, and more. - -The `baseRepository` has a `transaction` method that allows you to run a function within a transaction and configure that transaction. - -For example, resolve the `baseRepository` in your service's constructor: - -### Extending Service Factory - -```ts highlights={[["14"]]} -import { MedusaService } from "@medusajs/framework/utils" -import Post from "./models/post" -import { DAL } from "@medusajs/framework/types" - -type InjectedDependencies = { - baseRepository: DAL.RepositoryService -} - -class BlogModuleService extends MedusaService({ - Post, -}){ - protected baseRepository_: DAL.RepositoryService - - constructor({ baseRepository }: InjectedDependencies) { - super(...arguments) - this.baseRepository_ = baseRepository - } -} - -export default BlogModuleService -``` - -### Without Service Factory - -```ts highlights={[["10"]]} -import { DAL } from "@medusajs/framework/types" - -type InjectedDependencies = { - baseRepository: DAL.RepositoryService -} - -class BlogModuleService { - protected baseRepository_: DAL.RepositoryService - - constructor({ baseRepository }: InjectedDependencies) { - this.baseRepository_ = baseRepository - } -} - -export default BlogModuleService -``` - -Then, add the following method that uses it: - -```ts highlights={repoHighlights} -// ... -import { - InjectManager, - InjectTransactionManager, - MedusaContext, -} from "@medusajs/framework/utils" -import { Context } from "@medusajs/framework/types" -import { EntityManager } from "@mikro-orm/knex" - -class BlogModuleService { - // ... - @InjectTransactionManager() - protected async update_( - input: { - id: string, - name: string - }, - @MedusaContext() sharedContext?: Context - ): Promise { - return await this.baseRepository_.transaction( - async (transactionManager) => { - await transactionManager.nativeUpdate( - "my_custom", - { - id: input.id, - }, - { - name: input.name, - } - ) - - // retrieve again - const updatedRecord = await transactionManager.execute( - `SELECT * FROM my_custom WHERE id = '${input.id}'` - ) - - return updatedRecord - }, - { - transaction: sharedContext?.transactionManager, - } - ) - } - - @InjectManager() - async update( - input: { - id: string, - name: string - }, - @MedusaContext() sharedContext?: Context - ) { - return await this.update_(input, sharedContext) - } -} -``` - -The `update_` method uses the `baseRepository_.transaction` method to wrap a function in a transaction. - -The function parameter receives a transactional entity manager as a parameter. Use it to perform the database operations. - -The `baseRepository_.transaction` method also receives as a second parameter an object of options. You must pass in it the `transaction` property and set its value to the `sharedContext.transactionManager` property so that the function wrapped in the transaction uses the injected transaction manager. - -Refer to [MikroORM's reference](https://mikro-orm.io/api/knex/class/EntityManager) for a full list of the entity manager's methods. - -### Transaction Options - -The second parameter of the `baseRepository_.transaction` method is an object of options that accepts the following properties: - -1. `transaction`: Set the transactional entity manager passed to the function. You must provide this option as explained in the previous section. - -```ts highlights={[["16"]]} -// other imports... -import { EntityManager } from "@mikro-orm/knex" -import { - InjectTransactionManager, - MedusaContext, -} from "@medusajs/framework/utils" -import { Context } from "@medusajs/framework/types" -import { EntityManager } from "@mikro-orm/knex" - -class BlogModuleService { - // ... - @InjectTransactionManager() - async update_( - input: { - id: string, - name: string - }, - @MedusaContext() sharedContext?: Context - ): Promise { - return await this.baseRepository_.transaction( - async (transactionManager) => { - // ... - }, - { - transaction: sharedContext?.transactionManager, - } - ) - } -} -``` - -2. `isolationLevel`: Sets the transaction's [isolation level](https://www.postgresql.org/docs/current/transaction-iso.html). Its values can be: - - `read committed` - - `read uncommitted` - - `snapshot` - - `repeatable read` - - `serializable` - -```ts highlights={[["19"]]} -// other imports... -import { - InjectTransactionManager, - MedusaContext, -} from "@medusajs/framework/utils" -import { Context } from "@medusajs/framework/types" -import { EntityManager } from "@mikro-orm/knex" -import { IsolationLevel } from "@mikro-orm/core" - -class BlogModuleService { - // ... - @InjectTransactionManager() - async update_( - input: { - id: string, - name: string - }, - @MedusaContext() sharedContext?: Context - ): Promise { - return await this.baseRepository_.transaction( - async (transactionManager) => { - // ... - }, - { - isolationLevel: IsolationLevel.READ_COMMITTED, - } - ) - } -} -``` - -3. `enableNestedTransactions`: (default: `false`) whether to allow using nested transactions. - - If `transaction` is provided and this is disabled, the manager in `transaction` is re-used. - -```ts highlights={[["16"]]} -// other imports... -import { - InjectTransactionManager, - MedusaContext, -} from "@medusajs/framework/utils" -import { Context } from "@medusajs/framework/types" -import { EntityManager } from "@mikro-orm/knex" - -class BlogModuleService { - // ... - @InjectTransactionManager() - async update_( - input: { - id: string, - name: string - }, - @MedusaContext() sharedContext?: Context - ): Promise { - return await this.baseRepository_.transaction( - async (transactionManager) => { - // ... - }, - { - enableNestedTransactions: false, - } - ) - } -} -``` - - -# Module Container - -In this chapter, you'll learn about the module's container and how to resolve resources in that container. - -Since modules are isolated, each module has a local container only used by the resources of that module. - -So, resources in the module, such as services or loaders, can only resolve other resources registered in the module's container. - -### List of Registered Resources - -Find a list of resources or dependencies registered in a module's container in [the Container Resources reference](https://docs.medusajs.com/resources/medusa-container-resources/index.html.md). - -*** - -## Resolve Resources - -### Services - -A service's constructor accepts as a first parameter an object used to resolve resources registered in the module's container. - -For example: - -```ts highlights={[["4"], ["10"]]} -import { Logger } from "@medusajs/framework/types" - -type InjectedDependencies = { - logger: Logger -} - -export default class BlogModuleService { - protected logger_: Logger - - constructor({ logger }: InjectedDependencies) { - this.logger_ = logger - - this.logger_.info("[BlogModuleService]: Hello World!") - } - - // ... -} -``` - -### Loader - -A loader function accepts as a parameter an object having the property `container`. Its value is the module's container used to resolve resources. - -For example: - -```ts highlights={[["9"]]} -import { - LoaderOptions, -} from "@medusajs/framework/types" -import { - ContainerRegistrationKeys, -} from "@medusajs/framework/utils" - -export default async function helloWorldLoader({ - container, -}: LoaderOptions) { - const logger = container.resolve(ContainerRegistrationKeys.LOGGER) - - logger.info("[helloWorldLoader]: Hello, World!") -} -``` - - -# 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. - - -# Multiple Services in a Module - -In this chapter, you'll learn how to use multiple services in a module. - -## Module's Main and Internal Services - -A module has one main service only, which is the service exported in the module's definition. - -However, you may use other services in your module to better organize your code or split functionalities. These are called internal services that can be resolved within your module, but not in external resources. - -*** - -## How to Add an Internal Service - -### 1. Create Service - -To add an internal service, create it in the `services` directory of your module. - -For example, create the file `src/modules/blog/services/client.ts` with the following content: - -```ts title="src/modules/blog/services/client.ts" -export class ClientService { - async getMessage(): Promise { - return "Hello, World!" - } -} -``` - -### 2. Export Service in Index - -Next, create an `index.ts` file under the `services` directory of the module that exports your internal services. - -For example, create the file `src/modules/blog/services/index.ts` with the following content: - -```ts title="src/modules/blog/services/index.ts" -export * from "./client" -``` - -This exports the `ClientService`. - -### 3. Resolve Internal Service - -Internal services exported in the `services/index.ts` file of your module are now registered in the container and can be resolved in other services in the module as well as loaders. - -For example, in your main service: - -```ts title="src/modules/blog/service.ts" highlights={[["5"], ["13"]]} -// other imports... -import { ClientService } from "./services" - -type InjectedDependencies = { - clientService: ClientService -} - -class BlogModuleService extends MedusaService({ - Post, -}){ - protected clientService_: ClientService - - constructor({ clientService }: InjectedDependencies) { - super(...arguments) - this.clientService_ = clientService - } -} -``` - -You can now use your internal service in your main service. - -*** - -## Resolve Resources in Internal Service - -Resolve dependencies from your module's container in the constructor of your internal service. - -For example: - -```ts -import { Logger } from "@medusajs/framework/types" - -type InjectedDependencies = { - logger: Logger -} - -export class ClientService { - protected logger_: Logger - - constructor({ logger }: InjectedDependencies) { - this.logger_ = logger - } -} -``` - -*** - -## Access Module Options - -Your internal service can't access the module's options. - -To retrieve the module's options, use the `configModule` registered in the module's container, which is the configurations in `medusa-config.ts`. - -For example: - -```ts -import { ConfigModule } from "@medusajs/framework/types" -import { BLOG_MODULE } from ".." - -export type InjectedDependencies = { - configModule: ConfigModule -} - -export class ClientService { - protected options: Record - - constructor({ configModule }: InjectedDependencies) { - const moduleDef = configModule.modules[BLOG_MODULE] - - if (typeof moduleDef !== "boolean") { - this.options = moduleDef.options - } - } -} -``` - -The `configModule` has a `modules` property that includes all registered modules. Retrieve the module's configuration using its registration key. - -If its value is not a `boolean`, set the service's options to the module configuration's `options` property. - - -# Modules Directory Structure - -In this document, you'll learn about the expected files and directories in your module. - -![Module Directory Structure Example](https://res.cloudinary.com/dza7lstvk/image/upload/v1714379976/Medusa%20Book/modules-dir-overview_nqq7ne.jpg) - -## index.ts - -The `index.ts` file in the root of your module's directory is the only required file. It must export the module's definition as explained in a [previous chapter](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). - -*** - -## service.ts - -A module must have a main service. It's created in the `service.ts` file at the root of your module directory as explained in a [previous chapter](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). - -*** - -## Other Directories - -The following directories are optional and their content are explained more in the following chapters: - -- `models`: Holds the data models representing tables in the database. -- `migrations`: Holds the migration files used to reflect changes on the database. -- `loaders`: Holds the scripts to run on the Medusa application's start-up. - - -# Loaders - -In this chapter, you’ll learn about loaders and how to use them. - -## What is a Loader? - -When building a commerce application, you'll often need to execute an action the first time the application starts. For example, if your application needs to connect to databases other than Medusa's PostgreSQL database, you might need to establish a connection on application startup. - -In Medusa, you can execute an action when the application starts using a loader. A loader is a function exported by a [module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), which is a package of business logic for a single domain. When the Medusa application starts, it executes all loaders exported by configured modules. - -Loaders are useful to register custom resources, such as database connections, in the [module's container](https://docs.medusajs.com/learn/fundamentals/modules/container/index.html.md), which is similar to the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) but includes only [resources available to the module](https://docs.medusajs.com/resources/medusa-container-resources#module-container-resources/index.html.md). Modules are isolated, so they can't access resources outside of them, such as a service in another module. - -Medusa isolates modules to ensure that they're re-usable across applications, aren't tightly coupled to other resources, and don't have implications when integrated into the Medusa application. Learn more about why modules are isolated in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/isolation/index.html.md), and check out [this reference for the list of resources in the module's container](https://docs.medusajs.com/resources/medusa-container-resources#module-container-resources/index.html.md). - -*** - -## How to Create a Loader? - -### 1. Implement Loader Function - -You create a loader function in a TypeScript or JavaScript file under a module's `loaders` directory. - -For example, consider you have a `hello` module, you can create a loader at `src/modules/hello/loaders/hello-world.ts` with the following content: - -![Example of loader file in the application's directory structure](https://res.cloudinary.com/dza7lstvk/image/upload/v1732865671/Medusa%20Book/loader-dir-overview_eg6vtu.jpg) - -Learn how to create a module in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). - -```ts title="src/modules/hello/loaders/hello-world.ts" -import { - LoaderOptions, -} from "@medusajs/framework/types" - -export default async function helloWorldLoader({ - container, -}: LoaderOptions) { - const logger = container.resolve("logger") - - logger.info("[HELLO MODULE] Just started the Medusa application!") -} -``` - -The loader file exports an async function, which is the function executed when the application loads. - -The function receives an object parameter that has a `container` property, which is the module's container that you can use to resolve resources from. In this example, you resolve the Logger utility to log a message in the terminal. - -Find the list of resources in the module's container in [this reference](https://docs.medusajs.com/resources/medusa-container-resources#module-container-resources/index.html.md). - -### 2. Export Loader in Module Definition - -After implementing the loader, you must export it in the module's definition in the `index.ts` file at the root of the module's directory. Otherwise, the Medusa application will not run it. - -So, to export the loader you implemented above in the `hello` module, add the following to `src/modules/hello/index.ts`: - -```ts title="src/modules/hello/index.ts" -// other imports... -import helloWorldLoader from "./loaders/hello-world" - -export default Module("hello", { - // ... - loaders: [helloWorldLoader], -}) -``` - -The second parameter of the `Module` function accepts a `loaders` property whose value is an array of loader functions. The Medusa application will execute these functions when it starts. - -### Test the Loader - -Assuming your module is [added to Medusa's configuration](https://docs.medusajs.com/learn/fundamentals/modules#4-add-module-to-medusas-configurations/index.html.md), you can test the loader by starting the Medusa application: - -```bash npm2yarn -npm run dev -``` - -Then, you'll find the following message logged in the terminal: - -```plain -info: [HELLO MODULE] Just started the Medusa application! -``` - -This indicates that the loader in the `hello` module ran and logged this message. - -*** - -## Example: Register Custom MongoDB Connection - -As mentioned in this chapter's introduction, loaders are most useful when you need to register a custom resource in the module's container to re-use it in other customizations in the module. - -Consider your have a MongoDB module that allows you to perform operations on a MongoDB database. - -### Prerequisites - -- [MongoDB database that you can connect to from a local machine.](https://www.mongodb.com) -- [Install the MongoDB SDK in your Medusa application.](https://www.mongodb.com/docs/drivers/node/current/quick-start/download-and-install/#install-the-node.js-driver) - -To connect to the database, you create the following loader in your module: - -```ts title="src/modules/mongo/loaders/connection.ts" highlights={loaderHighlights} -import { LoaderOptions } from "@medusajs/framework/types" -import { asValue } from "awilix" -import { MongoClient } from "mongodb" - -type ModuleOptions = { - connection_url?: string - db_name?: string -} - -export default async function mongoConnectionLoader({ - container, - options, -}: LoaderOptions) { - if (!options.connection_url) { - throw new Error(`[MONGO MDOULE]: connection_url option is required.`) - } - if (!options.db_name) { - throw new Error(`[MONGO MDOULE]: db_name option is required.`) - } - const logger = container.resolve("logger") - - try { - const clientDb = ( - await (new MongoClient(options.connection_url)).connect() - ).db(options.db_name) - - logger.info("Connected to MongoDB") - - container.register( - "mongoClient", - asValue(clientDb) - ) - } catch (e) { - logger.error( - `[MONGO MDOULE]: An error occurred while connecting to MongoDB: ${e}` - ) - } -} -``` - -The loader function accepts in its object parameter an `options` property, which is the options passed to the module in Medusa's configurations. For example: - -```ts title="medusa-config.ts" highlights={optionHighlights} -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "./src/modules/mongo", - options: { - connection_url: process.env.MONGO_CONNECTION_URL, - db_name: process.env.MONGO_DB_NAME, - }, - }, - ], -}) -``` - -Passing options is useful when your module needs informations like connection URLs or API keys, as it ensures your module can be re-usable across applications. For the MongoDB Module, you expect two options: - -- `connection_url`: the URL to connect to the MongoDB database. -- `db_name`: The name of the database to connect to. - -In the loader, you check first that these options are set before proceeding. Then, you create an instance of the MongoDB client and connect to the database specified in the options. - -After creating the client, you register it in the module's container using the container's `register` method. The method accepts two parameters: - -1. The key to register the resource under, which in this case is `mongoClient`. You'll use this name later to resolve the client. -2. The resource to register in the container, which is the MongoDB client you created. However, you don't pass the resource as-is. Instead, you need to use an `asValue` function imported from the [awilix package](https://github.com/jeffijoe/awilix), which is the package used to implement the container functionality in Medusa. - -### Use Custom Registered Resource in Module's Service - -After registering the custom MongoDB client in the module's container, you can now resolve and use it in the module's service. - -For example: - -```ts title="src/modules/mongo/service.ts" -import type { Db } from "mongodb" - -type InjectedDependencies = { - mongoClient: Db -} - -export default class MongoModuleService { - private mongoClient_: Db - - constructor({ mongoClient }: InjectedDependencies) { - this.mongoClient_ = mongoClient - } - - async createMovie({ title }: { - title: string - }) { - const moviesCol = this.mongoClient_.collection("movie") - - const insertedMovie = await moviesCol.insertOne({ - title, - }) - - const movie = await moviesCol.findOne({ - _id: insertedMovie.insertedId, - }) - - return movie - } - - async deleteMovie(id: string) { - const moviesCol = this.mongoClient_.collection("movie") - - await moviesCol.deleteOne({ - _id: { - equals: id, - }, - }) - } -} -``` - -The service `MongoModuleService` resolves the `mongoClient` resource you registered in the loader and sets it as a class property. You then use it in the `createMovie` and `deleteMovie` methods, which create and delete a document in a `movie` collection in the MongoDB database, respectively. - -Make sure to export the loader in the module's definition in the `index.ts` file at the root directory of the module: - -```ts title="src/modules/mongo/index.ts" highlights={[["9"]]} -import { Module } from "@medusajs/framework/utils" -import MongoModuleService from "./service" -import mongoConnectionLoader from "./loaders/connection" - -export const MONGO_MODULE = "mongo" - -export default Module(MONGO_MODULE, { - service: MongoModuleService, - loaders: [mongoConnectionLoader], -}) -``` - -### Test it Out - -You can test the connection out by starting the Medusa application. If it's successful, you'll see the following message logged in the terminal: - -```bash -info: Connected to MongoDB -``` - -You can now resolve the MongoDB Module's main service in your customizations to perform operations on the MongoDB database. - - -# 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. - -## What are Module Options? - -A module can receive options to customize or configure its functionality. For example, if you’re creating a module that integrates a third-party service, you’ll want to receive the integration credentials in the options rather than adding them directly in your code. - -*** - -## How to Pass Options to a Module? - -To pass options to a module, add an `options` property to the module’s configuration in `medusa-config.ts`. - -For example: - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "./src/modules/blog", - options: { - capitalize: true, - }, - }, - ], -}) -``` - -The `options` property’s value is an object. You can pass any properties you want. - -### Pass Options to a Module in a Plugin - -If your module is part of a plugin, you can pass options to the module in the plugin’s configuration. - -For example: - -```ts title="medusa-config.ts" -import { defineConfig } from "@medusajs/framework/utils" -module.exports = defineConfig({ - plugins: [ - { - resolve: "@myorg/plugin-name", - options: { - capitalize: true, - }, - }, - ], -}) -``` - -The `options` property in the plugin configuration is passed to all modules in a plugin. - -*** - -## Access Module Options in Main Service - -The module’s main service receives the module options as a second parameter. - -For example: - -```ts title="src/modules/blog/service.ts" highlights={[["12"], ["14", "options?: ModuleOptions"], ["17"], ["18"], ["19"]]} -import { MedusaService } from "@medusajs/framework/utils" -import Post from "./models/post" - -// recommended to define type in another file -type ModuleOptions = { - capitalize?: boolean -} - -export default class BlogModuleService extends MedusaService({ - Post, -}){ - protected options_: ModuleOptions - - constructor({}, options?: ModuleOptions) { - super(...arguments) - - this.options_ = options || { - capitalize: false, - } - } - - // ... -} -``` - -*** - -## Access Module Options in Loader - -The object that a module’s loaders receive as a parameter has an `options` property holding the module's options. - -For example: - -```ts title="src/modules/blog/loaders/hello-world.ts" highlights={[["11"], ["12", "ModuleOptions", "The type of expected module options."], ["16"]]} -import { - LoaderOptions, -} from "@medusajs/framework/types" - -// recommended to define type in another file -type ModuleOptions = { - capitalize?: boolean -} - -export default async function helloWorldLoader({ - options, -}: LoaderOptions) { - - console.log( - "[BLOG MODULE] Just started the Medusa application!", - options - ) -} -``` - -*** - -## Validate Module Options - -If you expect a certain option and want to throw an error if it's not provided or isn't valid, it's recommended to perform the validation in a loader. The module's service is only instantiated when it's used, whereas the loader runs the when the Medusa application starts. - -So, by performing the validation in the loader, you ensure you can throw an error at an early point, rather than when the module is used. - -For example, to validate that the Hello Module received an `apiKey` option, create the loader `src/modules/loaders/validate.ts`: - -```ts title="src/modules/blog/loaders/validate.ts" -import { LoaderOptions } from "@medusajs/framework/types" -import { MedusaError } from "@medusajs/framework/utils" - -// recommended to define type in another file -type ModuleOptions = { - apiKey?: string -} - -export default async function validationLoader({ - options, -}: LoaderOptions) { - if (!options.apiKey) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Hello Module requires an apiKey option." - ) - } -} -``` - -Then, export the loader in the module's definition file, as explained in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/loaders/index.html.md): - -```ts title="src/modules/blog/index.ts" -// other imports... -import validationLoader from "./loaders/validate" - -export const BLOG_MODULE = "blog" - -export default Module(BLOG_MODULE, { - // ... - loaders: [validationLoader], -}) -``` - -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. - - -# 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 -``` - - -# Access Workflow Errors - -In this chapter, you’ll learn how to access errors that occur during a workflow’s execution. - -## How to Access Workflow Errors? - -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 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) -} - -``` - -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. - -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. - - -# Service Factory - -In this chapter, you’ll learn about what the service factory is and how to use it. - -## What is the Service Factory? - -Medusa provides a service factory that your module’s main service can extend. - -The service factory generates data management methods for your data models in the database, so you don't have to implement these methods manually. - -Your service provides data-management functionalities of your data models. - -*** - -## How to Extend the Service Factory? - -Medusa provides the service factory as a `MedusaService` function your service extends. The function creates and returns a service class with generated data-management methods. - -For example, create the file `src/modules/blog/service.ts` with the following content: - -```ts title="src/modules/blog/service.ts" highlights={highlights} -import { MedusaService } from "@medusajs/framework/utils" -import Post from "./models/post" - -class BlogModuleService extends MedusaService({ - Post, -}){ - // TODO implement custom methods -} - -export default BlogModuleService -``` - -### MedusaService Parameters - -The `MedusaService` function accepts one parameter, which is an object of data models to generate data-management methods for. - -In the example above, since the `BlogModuleService` extends `MedusaService`, it has methods to manage the `Post` data model, such as `createPosts`. - -### Generated Methods - -The service factory generates methods to manage the records of each of the data models provided in the first parameter in the database. - -The method's names are the operation's name, suffixed by the data model's key in the object parameter passed to `MedusaService`. - -For example, the following methods are generated for the service above: - -Find a complete reference of each of the methods in [this documentation](https://docs.medusajs.com/resources/service-factory-reference/index.html.md) - -### listPosts - -### listPosts - -This method retrieves an array of records based on filters and pagination configurations. - -For example: - -```ts -const posts = await blogModuleService - .listPosts() - -// with filters -const posts = await blogModuleService - .listPosts({ - id: ["123"] - }) -``` - -### listAndCountPosts - -### retrievePost - -This method retrieves a record by its ID. - -For example: - -```ts -const post = await blogModuleService - .retrievePost("123") -``` - -### retrievePost - -### updatePosts - -This method updates and retrieves records of the data model. - -For example: - -```ts -const post = await blogModuleService - .updatePosts({ - id: "123", - title: "test" - }) - -// update multiple -const posts = await blogModuleService - .updatePosts([ - { - id: "123", - title: "test" - }, - { - id: "321", - title: "test 2" - }, - ]) - -// use filters -const posts = await blogModuleService - .updatePosts([ - { - selector: { - id: ["123", "321"] - }, - data: { - title: "test" - } - }, - ]) -``` - -### createPosts - -### softDeletePosts - -This method soft-deletes records using an array of IDs or an object of filters. - -For example: - -```ts -await blogModuleService.softDeletePosts("123") - -// soft-delete multiple -await blogModuleService.softDeletePosts([ - "123", "321" -]) - -// use filters -await blogModuleService.softDeletePosts({ - id: ["123", "321"] -}) -``` - -### updatePosts - -### deletePosts - -### softDeletePosts - -### restorePosts - -### Using a Constructor - -If you implement the `constructor` of your service, make sure to call `super` passing it `...arguments`. - -For example: - -```ts highlights={[["8"]]} -import { MedusaService } from "@medusajs/framework/utils" -import Post from "./models/post" - -class BlogModuleService extends MedusaService({ - Post, -}){ - constructor() { - super(...arguments) - } -} - -export default BlogModuleService -``` - - -# Expose a Workflow Hook - -In this chapter, you'll learn how to expose a hook in your workflow. - -## When to Expose a Hook - -Your workflow is reusable in other applications, and you allow performing an external action at some point in your workflow. - -Your workflow isn't reusable by other applications. Use a step that performs what a hook handler would instead. - -*** - -## How to Expose a Hook in a Workflow? - -To expose a hook in your workflow, use `createHook` from the Workflows SDK. - -For example: - -```ts title="src/workflows/my-workflow/index.ts" highlights={hookHighlights} -import { - createStep, - createHook, - createWorkflow, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" -import { createProductStep } from "./steps/create-product" - -export const myWorkflow = createWorkflow( - "my-workflow", - function (input) { - const product = createProductStep(input) - const productCreatedHook = createHook( - "productCreated", - { productId: product.id } - ) - - return new WorkflowResponse(product, { - hooks: [productCreatedHook], - }) - } -) -``` - -The `createHook` function accepts two parameters: - -1. The first is a string indicating the hook's name. You use this to consume the hook later. -2. The second is the input to pass to the hook handler. - -The workflow must also pass an object having a `hooks` property as a second parameter to the `WorkflowResponse` constructor. Its value is an array of the workflow's hooks. - -### How to Consume the Hook? - -To consume the hook of the workflow, create the file `src/workflows/hooks/my-workflow.ts` with the following content: - -```ts title="src/workflows/hooks/my-workflow.ts" highlights={handlerHighlights} -import { myWorkflow } from "../my-workflow" - -myWorkflow.hooks.productCreated( - async ({ productId }, { container }) => { - // TODO perform an action - } -) -``` - -The hook is available on the workflow's `hooks` property using its name `productCreated`. - -You invoke the hook, passing a step function (the hook handler) as a parameter. - - -# Conditions in Workflows with When-Then - -In this chapter, you'll learn how to execute an action based on a condition in a workflow using when-then from the Workflows SDK. - -## Why If-Conditions Aren't Allowed in Workflows? - -Medusa creates an internal representation of the workflow definition you pass to `createWorkflow` to track and store its steps. At that point, variables in the workflow don't have any values. They only do when you execute the workflow. - -So, you can't use an if-condition that checks a variable's value, as the condition will be evaluated when Medusa creates the internal representation of the workflow, rather than during execution. - -Instead, use when-then from the Workflows SDK. It allows you to perform steps in a workflow only if a condition that you specify is satisfied. - -Restrictions for conditions is only applicable in a workflow's definition. You can still use if-conditions in your step's code. - -*** - -## How to use When-Then? - -The Workflows SDK provides a `when` function that is used to check whether a condition is true. You chain a `then` function to `when` that specifies the steps to execute if the condition in `when` is satisfied. - -For example: - -```ts highlights={highlights} -import { - createWorkflow, - WorkflowResponse, - when, -} from "@medusajs/framework/workflows-sdk" -// step imports... - -const workflow = createWorkflow( - "workflow", - function (input: { - is_active: boolean - }) { - - const result = when( - input, - (input) => { - return input.is_active - } - ).then(() => { - const stepResult = isActiveStep() - return stepResult - }) - - // executed without condition - const anotherStepResult = anotherStep(result) - - return new WorkflowResponse( - anotherStepResult - ) - } -) -``` - -In this code snippet, you execute the `isActiveStep` only if the `input.is_active`'s value is `true`. - -### When Parameters - -`when` accepts the following parameters: - -1. The first parameter is either an object or the workflow's input. This data is passed as a parameter to the function in `when`'s second parameter. -2. The second parameter is a function that returns a boolean indicating whether to execute the action in `then`. - -### Then Parameters - -To specify the action to perform if the condition is satisfied, chain a `then` function to `when` and pass it a callback function. - -The callback function is only executed if `when`'s second parameter function returns a `true` value. - -*** - -## Implementing If-Else with When-Then - -when-then doesn't support if-else conditions. Instead, use two `when-then` conditions in your workflow. - -For example: - -```ts highlights={ifElseHighlights} -const workflow = createWorkflow( - "workflow", - function (input: { - is_active: boolean - }) { - - const isActiveResult = when( - input, - (input) => { - return input.is_active - } - ).then(() => { - return isActiveStep() - }) - - const notIsActiveResult = when( - input, - (input) => { - return !input.is_active - } - ).then(() => { - return notIsActiveStep() - }) - - // ... - } -) -``` - -In the above workflow, you use two `when-then` blocks. The first one performs a step if `input.is_active` is `true`, and the second performs a step if `input.is_active` is `false`, acting as an else condition. - -*** - -## Specify Name for When-Then - -Internally, `when-then` blocks have a unique name similar to a step. When you return a step's result in a `when-then` block, the block's name is derived from the step's name. For example: - -```ts -const isActiveResult = when( - input, - (input) => { - return input.is_active - } -).then(() => { - return isActiveStep() -}) -``` - -This `when-then` block's internal name will be `when-then-is-active`, where `is-active` is the step's name. - -However, if you need to return in your `when-then` block something other than a step's result, you need to specify a unique step name for that block. Otherwise, Medusa will generate a random name for it which can cause unexpected errors in production. - -You pass a name for `when-then` as a first parameter of `when`, whose signature can accept three parameters in this case. For example: - -```ts highlights={nameHighlights} -const { isActive } = when( - "check-is-active", - input, - (input) => { - return input.is_active - } -).then(() => { - const isActive = isActiveStep() - - return { - isActive, - } -}) -``` - -Since `then` returns a value different than the step's result, you pass to the `when` function the following parameters: - -1. A unique name to be assigned to the `when-then` block. -2. Either an object or the workflow's input. This data is passed as a parameter to the function in `when`'s second parameter. -3. A function that returns a boolean indicating whether to execute the action in `then`. - -The second and third parameters are the same as the parameters you previously passed to `when`. - - -# 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: +Consider you have the following workflow defined at `src/workflows/hello-world.ts`: ```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, + createStep, + StepResponse, 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, - }) +const step1 = createStep("step-1", () => { + return new StepResponse("Hello, World!") }) -export default myWorkflow -``` +export const helloWorldWorkflow = createWorkflow( + "hello-world-workflow", + () => { + const message = step1() -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) + return new WorkflowResponse(message) } ) ``` -In this example, the step passes an object as a second parameter to `StepResponse`. +To write a test for this workflow, create the file `integration-tests/http/workflow.spec.ts` with the following content: -The compensation function receives the object and uses its `message` property to log a message. +```ts title="integration-tests/http/workflow.spec.ts" +import { medusaIntegrationTestRunner } from "@medusajs/test-utils" +import { helloWorldWorkflow } from "../../src/workflows/hello-world" -*** +medusaIntegrationTestRunner({ + testSuite: ({ getContainer }) => { + describe("Test hello-world workflow", () => { + it("returns message", async () => { + const { result } = await helloWorldWorkflow(getContainer()) + .run() -## 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) + expect(result).toEqual("Hello, World!") }) - ) - - 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 - ) -} + }, +}) + +jest.setTimeout(60 * 1000) ``` -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. +You use the `medusaIntegrationTestRunner` to write an integration test for the workflow. The test pases if the workflow returns the string `"Hello, World!"`. -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. +### 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: -# Workflow Constraints - -This chapter lists constraints of defining a workflow or its steps. - -Medusa creates an internal representation of the workflow definition you pass to `createWorkflow` to track and store its steps. At that point, variables in the workflow don't have any values. They only do when you execute the workflow. - -This creates restrictions related to variable manipulations, using if-conditions, and other constraints. This chapter lists these constraints and provides their alternatives. - -## Workflow Constraints - -### No Async Functions - -The function passed to `createWorkflow` can’t be an async function: - -```ts highlights={[["4", "async", "Function can't be async."], ["11", "", "Correct way of defining the function."]]} -// Don't -const myWorkflow = createWorkflow( - "hello-world", - async function (input: WorkflowInput) { - // ... -}) - -// Do -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - // ... -}) -``` - -### No Direct Variable Manipulation - -You can’t directly manipulate variables within the workflow's constructor function. - -Learn more about why you can't manipulate variables [in this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md) - -Instead, use `transform` from the Workflows SDK: - -```ts highlights={highlights} -// Don't -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - const str1 = step1(input) - const str2 = step2(input) - - return new WorkflowResponse({ - message: `${str1}${str2}`, - }) -}) - -// Do -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - const str1 = step1(input) - const str2 = step2(input) - - const result = transform( - { - str1, - str2, - }, - (input) => ({ - message: `${input.str1}${input.str2}`, - }) - ) - - return new WorkflowResponse(result) -}) -``` - -### Create Dates in transform - -When you use `new Date()` in a workflow's constructor function, the date is evaluated when Medusa creates the internal representation of the workflow, not during execution. - -Instead, create the date using `transform`. - -Learn more about how Medusa creates an internal representation of a workflow [in this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md). - -For example: - -```ts highlights={dateHighlights} -// Don't -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - const today = new Date() - - return new WorkflowResponse({ - today, - }) -}) - -// Do -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - const today = transform({}, () => new Date()) - - return new WorkflowResponse({ - today, - }) -}) -``` - -### No If Conditions - -You can't use if-conditions in a workflow. - -Learn more about why you can't use if-conditions [in this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/conditions#why-if-conditions-arent-allowed-in-workflows/index.html.md) - -Instead, use when-then from the Workflows SDK: - -```ts -// Don't -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - if (input.is_active) { - // perform an action - } -}) - -// Do (explained in the next chapter) -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - when(input, (input) => { - return input.is_active - }) - .then(() => { - // perform an action - }) -}) -``` - -You can also pair multiple `when-then` blocks to implement an `if-else` condition as explained in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/conditions/index.html.md). - -### No Conditional Operators - -You can't use conditional operators in a workflow, such as `??` or `||`. - -Learn more about why you can't use conditional operators [in this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/conditions#why-if-conditions-arent-allowed-in-workflows/index.html.md) - -Instead, use `transform` to store the desired value in a variable. - -### Logical Or (||) Alternative - -```ts -// Don't -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - const message = input.message || "Hello" -}) - -// Do -// other imports... -import { transform } from "@medusajs/framework/workflows-sdk" - -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - const message = transform( - { - input, - }, - (data) => data.input.message || "hello" - ) -}) -``` - -### Nullish Coalescing (??) Alternative - -```ts -// Don't -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - const message = input.message ?? "Hello" -}) - -// Do -// other imports... -import { transform } from "@medusajs/framework/workflows-sdk" - -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - const message = transform( - { - input, - }, - (data) => data.input.message ?? "hello" - ) -}) -``` - -### Double Not (!!) Alternative - -```ts -// Don't -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - step1({ - isActive: !!input.is_active, - }) -}) - -// Do -// other imports... -import { transform } from "@medusajs/framework/workflows-sdk" - -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - const isActive = transform( - { - input, - }, - (data) => !!data.input.is_active - ) - - step1({ - isActive, - }) -}) -``` - -### Ternary Alternative - -```ts -// Don't -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - step1({ - message: input.is_active ? "active" : "inactive", - }) -}) - -// Do -// other imports... -import { transform } from "@medusajs/framework/workflows-sdk" - -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - const message = transform( - { - input, - }, - (data) => { - return data.input.is_active ? "active" : "inactive" - } - ) - - step1({ - message, - }) -}) -``` - -### Optional Chaining (?.) Alternative - -```ts -// Don't -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - step1({ - name: input.customer?.name, - }) -}) - -// Do -// other imports... -import { transform } from "@medusajs/framework/workflows-sdk" - -const myWorkflow = createWorkflow( - "hello-world", - function (input: WorkflowInput) { - const name = transform( - { - input, - }, - (data) => data.input.customer?.name - ) - - step1({ - name, - }) -}) +```ts title="integration-tests/http/custom-routes.spec.ts" +// in your test's file +jest.setTimeout(60 * 1000) ``` *** -## Step Constraints +## Run Test -### Returned Values +Run the following command to run your tests: -A step must only return serializable values, such as [primitive values](https://developer.mozilla.org/en-US/docs/Web/JavaScript/Data_structures#primitive_values) or an object. - -Values of other types, such as Maps, aren't allowed. - -```ts -// Don't -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" - -const step1 = createStep( - "step-1", - (input, { container }) => { - const myMap = new Map() - - // ... - - return new StepResponse({ - myMap, - }) - } -) - -// Do -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" - -const step1 = createStep( - "step-1", - (input, { container }) => { - const myObj: Record = {} - - // ... - - return new StepResponse({ - myObj, - }) - } -) +```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). -# 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. +This runs your Medusa application and runs the tests available under the `integrations/http` directory. *** -## Preparing Input Data +## Test That a Workflow Throws an Error -If you need to perform some data manipulation to prepare the other workflow's input data, use `transform` from the Workflows SDK. +You might want to test that a workflow throws an error in certain cases. To test this: -Learn about transform in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md). +- Disable the `throwOnError` option when executing the workflow. +- Use the returned `errors` property to check what errors were thrown. -For example: +For example, if you have a step that throws this error: -```ts highlights={transformHighlights} collapsibleLines="1-12" -import { - createWorkflow, - transform, -} from "@medusajs/framework/workflows-sdk" -import { - createProductsWorkflow, -} from "@medusajs/medusa/core-flows" +```ts title="src/workflows/hello-world.ts" +import { MedusaError } from "@medusajs/framework/utils" +import { createStep } from "@medusajs/framework/workflows-sdk" -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, - }, - }) - - // ... - } -) +const step1 = createStep("step-1", () => { + throw new MedusaError(MedusaError.Types.NOT_FOUND, "Item doesn't exist") +}) ``` -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`. +You can write the following test to ensure that the workflow throws that error: -*** +```ts title="integration-tests/http/workflow.spec.ts" +import { medusaIntegrationTestRunner } from "@medusajs/test-utils" +import { helloWorldWorkflow } from "../../src/workflows/hello-world" -## Run Workflow Conditionally +medusaIntegrationTestRunner({ + testSuite: ({ getContainer }) => { + describe("Test hello-world workflow", () => { + it("returns message", async () => { + const { errors } = await helloWorldWorkflow(getContainer()) + .run({ + throwOnError: false, + }) -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], - }, - }) + expect(errors.length).toBeGreaterThan(0) + expect(errors[0].error.message).toBe("Item doesn't exist") }) - } -) -``` - -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`. - - -# Long-Running Workflows - -In this chapter, you’ll learn what a long-running workflow is and how to configure it. - -## What is a Long-Running Workflow? - -When you execute a workflow, you wait until the workflow finishes execution to receive the output. - -A long-running workflow is a workflow that continues its execution in the background. You don’t receive its output immediately. Instead, you subscribe to the workflow execution to listen to status changes and receive its result once the execution is finished. - -### Why use Long-Running Workflows? - -Long-running workflows are useful if: - -- A task takes too long. For example, you're importing data from a CSV file. -- The workflow's steps wait for an external action to finish before resuming execution. For example, before you import the data from the CSV file, you wait until the import is confirmed by the user. -- You want to retry workflow steps after a long period of time. For example, you want to retry a step that processes a payment every day until the payment is successful. - - Refer to the [Retry Failed Steps chapter](https://docs.medusajs.com/learn/fundamentals/workflows/retry-failed-steps/index.html.md) for more information. - -*** - -## Configure Long-Running Workflows - -A workflow is considered long-running if at least one step has its `async` configuration set to `true` and doesn't return a step response. - -For example, consider the following workflow and steps: - -```ts title="src/workflows/hello-world.ts" highlights={[["15"]]} collapsibleLines="1-11" expandButtonLabel="Show More" -import { - createStep, - createWorkflow, - WorkflowResponse, - StepResponse, -} from "@medusajs/framework/workflows-sdk" - -const step1 = createStep("step-1", async () => { - return new StepResponse({}) + }) + }, }) -const step2 = createStep( - { - name: "step-2", - async: true, - }, - async () => { - console.log("Waiting to be successful...") - } -) - -const step3 = createStep("step-3", async () => { - return new StepResponse("Finished three steps") -}) - -const myWorkflow = createWorkflow( - "hello-world", - function () { - step1() - step2() - const message = step3() - - return new WorkflowResponse({ - message, - }) -}) - -export default myWorkflow +jest.setTimeout(60 * 1000) ``` -The second step has in its configuration object `async` set to `true` and it doesn't return a step response. This indicates that this step is an asynchronous step. +The `errors` property contains an array of errors thrown during the execution of the workflow. Each error item has an `error` object, being the error thrown. -So, when you execute the `hello-world` workflow, it continues its execution in the background once it reaches the second step. - -### When is a Workflow Considered Long-Running? - -A workflow is also considered long-running if: - -- One of its steps has its `async` configuration set to `true` and doesn't return a step response. -- One of its steps has its `retryInterval` option set as explained in the [Retry Failed Steps chapter](https://docs.medusajs.com/learn/fundamentals/workflows/retry-failed-steps/index.html.md). - -*** - -## Change Step Status - -Once the workflow's execution reaches an async step, it'll wait in the background for the step to succeed or fail before it moves to the next step. - -To fail or succeed a step, use the Workflow Engine Module's main service that is registered in the Medusa Container under the `Modules.WORKFLOW_ENGINE` (or `workflowsModuleService`) key. - -### Retrieve Transaction ID - -Before changing the status of a workflow execution's async step, you must have the execution's transaction ID. - -When you execute the workflow, the object returned has a `transaction` property, which is an object that holds the details of the workflow execution's transaction. Use its `transactionId` to later change async steps' statuses: - -```ts -const { transaction } = await myWorkflow(req.scope) - .run() - -// use transaction.transactionId later -``` - -### Change Step Status to Successful - -The Workflow Engine Module's main service has a `setStepSuccess` method to set a step's status to successful. If you use it on a workflow execution's async step, the workflow continues execution to the next step. - -For example, consider the following step: - -```ts highlights={successStatusHighlights} collapsibleLines="1-9" expandButtonLabel="Show Imports" -import { - Modules, - TransactionHandlerType, -} from "@medusajs/framework/utils" -import { - StepResponse, - createStep, -} from "@medusajs/framework/workflows-sdk" - -type SetStepSuccessStepInput = { - transactionId: string -}; - -export const setStepSuccessStep = createStep( - "set-step-success-step", - async function ( - { transactionId }: SetStepSuccessStepInput, - { container } - ) { - const workflowEngineService = container.resolve( - Modules.WORKFLOW_ENGINE - ) - - await workflowEngineService.setStepSuccess({ - idempotencyKey: { - action: TransactionHandlerType.INVOKE, - transactionId, - stepId: "step-2", - workflowId: "hello-world", - }, - stepResponse: new StepResponse("Done!"), - options: { - container, - }, - }) - } -) -``` - -In this step (which you use in a workflow other than the long-running workflow), you resolve the Workflow Engine Module's main service and set `step-2` of the previous workflow as successful. - -The `setStepSuccess` method of the workflow engine's main service accepts as a parameter an object having the following properties: - -- idempotencyKey: (\`object\`) The details of the workflow execution. - - - action: (\`invoke\` | \`compensate\`) If the step's compensation function is running, use \`compensate\`. Otherwise, use \`invoke\`. - - - transactionId: (\`string\`) The ID of the workflow execution's transaction. - - - stepId: (\`string\`) The ID of the step to change its status. This is the first parameter passed to \`createStep\` when creating the step. - - - workflowId: (\`string\`) The ID of the workflow. This is the first parameter passed to \`createWorkflow\` when creating the workflow. -- stepResponse: (\`StepResponse\`) Set the response of the step. This is similar to the response you return in a step's definition, but since the \`async\` step doesn't have a response, you set its response when changing its status. -- options: (\`Record\\`) Options to pass to the step. - - - container: (\`MedusaContainer\`) An instance of the Medusa Container - -### Change Step Status to Failed - -The Workflow Engine Module's main service also has a `setStepFailure` method that changes a step's status to failed. It accepts the same parameter as `setStepSuccess`. - -After changing the async step's status to failed, the workflow execution fails and the compensation functions of previous steps are executed. - -For example: - -```ts highlights={failureStatusHighlights} collapsibleLines="1-9" expandButtonLabel="Show Imports" -import { - Modules, - TransactionHandlerType, -} from "@medusajs/framework/utils" -import { - StepResponse, - createStep, -} from "@medusajs/framework/workflows-sdk" - -type SetStepFailureStepInput = { - transactionId: string -}; - -export const setStepFailureStep = createStep( - "set-step-failure-step", - async function ( - { transactionId }: SetStepFailureStepInput, - { container } - ) { - const workflowEngineService = container.resolve( - Modules.WORKFLOW_ENGINE - ) - - await workflowEngineService.setStepFailure({ - idempotencyKey: { - action: TransactionHandlerType.INVOKE, - transactionId, - stepId: "step-2", - workflowId: "hello-world", - }, - stepResponse: new StepResponse("Failed!"), - options: { - container, - }, - }) - } -) -``` - -You use this step in another workflow that changes the status of an async step in a long-running workflow's execution to failed. - -*** - -## Access Long-Running Workflow Status and Result - -To access the status and result of a long-running workflow execution, use the `subscribe` and `unsubscribe` methods of the Workflow Engine Module's main service. - -To retrieve the workflow execution's details at a later point, you must enable [storing the workflow's executions](https://docs.medusajs.com/learn/fundamentals/workflows/store-executions/index.html.md). - -For example: - -```ts title="src/api/workflows/route.ts" highlights={highlights} collapsibleLines="1-11" expandButtonLabel="Show Imports" -import type { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" -import myWorkflow from "../../../workflows/hello-world" -import { - IWorkflowEngineService, -} from "@medusajs/framework/types" -import { Modules } from "@medusajs/framework/utils" - -export async function GET(req: MedusaRequest, res: MedusaResponse) { - const { transaction, result } = await myWorkflow(req.scope).run() - - const workflowEngineService = req.scope.resolve< - IWorkflowEngineService - >( - Modules.WORKFLOW_ENGINE - ) - - const subscriptionOptions = { - workflowId: "hello-world", - transactionId: transaction.transactionId, - subscriberId: "hello-world-subscriber", - } - - await workflowEngineService.subscribe({ - ...subscriptionOptions, - subscriber: async (data) => { - if (data.eventType === "onFinish") { - console.log("Finished execution", data.result) - // unsubscribe - await workflowEngineService.unsubscribe({ - ...subscriptionOptions, - subscriberOrId: subscriptionOptions.subscriberId, - }) - } else if (data.eventType === "onStepFailure") { - console.log("Workflow failed", data.step) - } - }, - }) - - res.send(result) -} -``` - -In the above example, you execute the long-running workflow `hello-world` and resolve the Workflow Engine Module's main service from the Medusa container. - -### subscribe Method - -The main service's `subscribe` method allows you to listen to changes in the workflow execution’s status. It accepts an object having three properties: - -- workflowId: (\`string\`) The name of the workflow. -- transactionId: (\`string\`) The ID of the workflow exection's transaction. The transaction's details are returned in the response of the workflow execution. -- subscriberId: (\`string\`) The ID of the subscriber. -- subscriber: (\`(data: \{ eventType: string, result?: any }) => Promise\\`) The function executed when the workflow execution's status changes. The function receives a data object. It has an \`eventType\` property, which you use to check the status of the workflow execution. - -If the value of `eventType` in the `subscriber` function's first parameter is `onFinish`, the workflow finished executing. The first parameter then also has a `result` property holding the workflow's output. - -### unsubscribe Method - -You can unsubscribe from the workflow using the workflow engine's `unsubscribe` method, which requires the same object parameter as the `subscribe` method. - -However, instead of the `subscriber` property, it requires a `subscriberOrId` property whose value is the same `subscriberId` passed to the `subscribe` method. - -*** - -## Example: Restaurant-Delivery Recipe - -To find a full example of a long-running workflow, refer to the [restaurant-delivery recipe](https://docs.medusajs.com/resources/recipes/marketplace/examples/restaurant-delivery/index.html.md). - -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. - - -# Multiple Step Usage in Workflow - -In this chapter, you'll learn how to use a step multiple times in a workflow. - -## Problem Reusing a Step in a Workflow - -In some cases, you may need to use a step multiple times in the same workflow. - -The most common example is using the `useQueryGraphStep` multiple times in a workflow to retrieve multiple unrelated data, such as customers and products. - -Each workflow step must have a unique ID, which is the ID passed as a first parameter when creating the step: - -```ts -const useQueryGraphStep = createStep( - "use-query-graph" - // ... -) -``` - -This causes an error when you use the same step multiple times in a workflow, as it's registered in the workflow as two steps having the same ID: - -```ts -const helloWorkflow = createWorkflow( - "hello", - () => { - const { data: products } = useQueryGraphStep({ - entity: "product", - fields: ["id"], - }) - - // ERROR OCCURS HERE: A STEP HAS THE SAME ID AS ANOTHER IN THE WORKFLOW - const { data: customers } = useQueryGraphStep({ - entity: "customer", - fields: ["id"], - }) - } -) -``` - -The next section explains how to fix this issue to use the same step multiple times in a workflow. - -*** - -## How to Use a Step Multiple Times in a Workflow? - -When you execute a step in a workflow, you can chain a `config` method to it to change the step's config. - -Use the `config` method to change a step's ID for a single execution. - -So, this is the correct way to write the example above: - -```ts highlights={highlights} -const helloWorkflow = createWorkflow( - "hello", - () => { - const { data: products } = useQueryGraphStep({ - entity: "product", - fields: ["id"], - }) - - // ✓ No error occurs, the step has a different ID. - const { data: customers } = useQueryGraphStep({ - entity: "customer", - fields: ["id"], - }).config({ name: "fetch-customers" }) - } -) -``` - -The `config` method accepts an object with a `name` property. Its value is a new ID of the step to use for this execution only. - -The first `useQueryGraphStep` usage has the ID `use-query-graph`, and the second `useQueryGraphStep` usage has the ID `fetch-customers`. - - -# Retry Failed Steps - -In this chapter, you’ll learn how to configure steps to allow retrial on failure. - -## What is a Step Retrial? - -A step retrial is a mechanism that allows a step to be retried automatically when it fails. This is useful for handling transient errors, such as network issues or temporary unavailability of a service. - -When a step fails, the workflow engine can automatically retry the step a specified number of times before marking the workflow as failed. This can help improve the reliability and resilience of your workflows. - -You can also configure the interval between retries, allowing you to wait for a certain period before attempting the step again. This is useful when the failure is due to a temporary issue that may resolve itself after some time. - -For example, if a step captures a payment, you may want to retry it the next day until the payment is successful or the maximum number of retries is reached. - -*** - -## Configure a Step’s Retrial - -By default, when an error occurs in a step, the step and the workflow fail, and the execution stops. - -You can configure the step to retry on failure. The `createStep` function can accept a configuration object instead of the step’s name as a first parameter. - -For example: - -```ts title="src/workflows/hello-world.ts" highlights={[["10"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import { - createStep, - createWorkflow, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" - -const step1 = createStep( - { - name: "step-1", - maxRetries: 2, - }, - async () => { - console.log("Executing step 1") - - throw new Error("Oops! Something happened.") - } -) - -const myWorkflow = createWorkflow( - "hello-world", - function () { - const str1 = step1() - - return new WorkflowResponse({ - message: str1, - }) -}) - -export default myWorkflow -``` - -The step’s configuration object accepts a `maxRetries` property, which is a number indicating the number of times a step can be retried when it fails. - -When you execute the above workflow, you’ll see the following result in the terminal: - -```bash -Executing step 1 -Executing step 1 -Executing step 1 -error: Oops! Something happened. -Error: Oops! Something happened. -``` - -The first line indicates the first time the step was executed, and the next two lines indicate the times the step was retried. After that, the step and workflow fail. - -*** - -## Step Retry Intervals - -By default, a step is retried immediately after it fails. To specify a wait time before a step is retried, pass a `retryInterval` property to the step's configuration object. Its value is a number of seconds to wait before retrying the step. - -For example: - -```ts title="src/workflows/hello-world.ts" highlights={[["5"]]} -const step1 = createStep( - { - name: "step-1", - maxRetries: 2, - retryInterval: 2, // 2 seconds - }, - async () => { - // ... - } -) -``` - -In this example, if the step fails, it will be retried after two seconds. - -### Maximum Retry Interval - -The `retryInterval` property's maximum value is [Number.MAX\_SAFE\_INTEGER](https://developer.mozilla.org/en-US/docs/Web/JavaScript/Reference/Global_Objects/Number/MAX_SAFE_INTEGER). So, you can set a very long wait time before the step is retried, allowing you to retry steps after a long period. - -For example, to retry a step after a day: - -```ts title="src/workflows/hello-world.ts" highlights={[["5"]]} -const step1 = createStep( - { - name: "step-1", - maxRetries: 2, - retryInterval: 86400, // 1 day - }, - async () => { - // ... - } -) -``` - -In this example, if the step fails, it will be retried after `86400` seconds (one day). - -### Interval Changes Workflow to Long-Running - -By setting `retryInterval` on a step, a workflow that uses that step becomes a [long-running workflow](https://docs.medusajs.com/learn/fundamentals/workflows/long-running-workflow/index.html.md) that runs asynchronously in the background. This is useful when creating workflows that may fail and should run for a long time until they succeed, such as waiting for a payment to be captured or a shipment to be delivered. - -However, since the long-running workflow runs in the background, you won't receive its result or errors immediately when you execute the workflow. - -Instead, you must subscribe to the workflow's execution using the Workflow Engine Module Service. Learn more about it in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/long-running-workflow#access-long-running-workflow-status-and-result/index.html.md). - - -# Store Workflow Executions - -In this chapter, you'll learn how to store workflow executions in the database and access them later. - -## Workflow Execution Retention - -Medusa doesn't store your workflow's execution details by default. However, you can configure a workflow to keep its execution details stored in the database. - -This is useful for auditing and debugging purposes. When you store a workflow's execution, you can view details around its steps, their states and their output. You can also check whether the workflow or any of its steps failed. - -You can view stored workflow executions from the Medusa Admin dashboard by going to Settings -> Workflows. - -*** - -## How to Store Workflow's Executions? - -### Prerequisites - -- [Redis Workflow Engine must be installed and configured.](https://docs.medusajs.com/resources/infrastructure-modules/workflow-engine/redis/index.html.md) - -`createWorkflow` from the Workflows SDK can accept an object as a first parameter to set the workflow's configuration. To enable storing a workflow's executions: - -- Enable the `store` option. If your workflow is a [Long-Running Workflow](https://docs.medusajs.com/learn/fundamentals/workflows/long-running-workflow/index.html.md), this option is enabled by default. -- Set the `retentionTime` option to the number of seconds that the workflow execution should be stored in the database. - -For example: - -```ts highlights={highlights} -import { createStep, createWorkflow } from "@medusajs/framework/workflows-sdk" - -const step1 = createStep( - { - name: "step-1", - }, - async () => { - console.log("Hello from step 1") - } -) - -export const helloWorkflow = createWorkflow( - { - name: "hello-workflow", - retentionTime: 99999, - store: true, - }, - () => { - step1() - } -) -``` - -Whenever you execute the `helloWorkflow` now, its execution details will be stored in the database. - -*** - -## Retrieve Workflow Executions - -You can view stored workflow executions from the Medusa Admin dashboard by going to Settings -> Workflows. - -When you execute a workflow, the returned object has a `transaction` property containing the workflow execution's transaction details: - -```ts -const { transaction } = await helloWorkflow(container).run() -``` - -To retrieve a workflow's execution details from the database, resolve the Workflow Engine Module from the container and use its `listWorkflowExecutions` method. - -For example, you can create a `GET` API Route at `src/workflows/[id]/route.ts` that retrieves a workflow execution for the specified transaction ID: - -```ts title="src/workflows/[id]/route.ts" highlights={retrieveHighlights} -import { MedusaRequest, MedusaResponse } from "@medusajs/framework" -import { Modules } from "@medusajs/framework/utils" - -export async function GET( - req: MedusaRequest, - res: MedusaResponse -) { - const { transaction_id } = req.params - - const workflowEngineService = req.scope.resolve( - Modules.WORKFLOW_ENGINE - ) - - const [workflowExecution] = await workflowEngineService.listWorkflowExecutions({ - transaction_id: transaction_id, - }) - - res.json({ - workflowExecution, - }) -} -``` - -In the above example, you resolve the Workflow Engine Module from the container and use its `listWorkflowExecutions` method, passing the `transaction_id` as a filter to retrieve its workflow execution details. - -A workflow execution object will be similar to the following: - -```json -{ - "workflow_id": "hello-workflow", - "transaction_id": "01JJC2T6AVJCQ3N4BRD1EB88SP", - "id": "wf_exec_01JJC2T6B3P76JD35F12QTTA78", - "execution": { - "state": "done", - "steps": {}, - "modelId": "hello-workflow", - "options": {}, - "metadata": {}, - "startedAt": 1737719880027, - "definition": {}, - "timedOutAt": null, - "hasAsyncSteps": false, - "transactionId": "01JJC2T6AVJCQ3N4BRD1EB88SP", - "hasFailedSteps": false, - "hasSkippedSteps": false, - "hasWaitingSteps": false, - "hasRevertedSteps": false, - "hasSkippedOnFailureSteps": false - }, - "context": { - "data": {}, - "errors": [] - }, - "state": "done", - "created_at": "2025-01-24T09:58:00.036Z", - "updated_at": "2025-01-24T09:58:00.046Z", - "deleted_at": null -} -``` - -### Example: Check if Stored Workflow Execution Failed - -To check if a stored workflow execution failed, you can check its `state` property: - -```ts -if (workflowExecution.state === "failed") { - return res.status(500).json({ - error: "Workflow failed", - }) -} -``` - -Other state values include `done`, `invoking`, and `compensating`. - - -# Variable Manipulation in Workflows with transform - -In this chapter, you'll learn how to use `transform` from the Workflows SDK to manipulate variables in a workflow. - -## Why Variable Manipulation isn't Allowed in Workflows - -Medusa creates an internal representation of the workflow definition you pass to `createWorkflow` to track and store its steps. - -At that point, variables in the workflow don't have any values. They only do when you execute the workflow. - -So, you can only pass variables as parameters to steps. But, in a workflow, you can't change a variable's value or, if the variable is an array, loop over its items. - -Instead, use `transform` from the Workflows SDK. - -Restrictions for variable manipulation is only applicable in a workflow's definition. You can still manipulate variables in your step's code. - -*** - -## What is the transform Utility? - -`transform` creates a new variable as the result of manipulating other variables. - -For example, consider you have two strings as the output of two steps: - -```ts -const str1 = step1() -const str2 = step2() -``` - -To concatenate the strings, you create a new variable `str3` using the `transform` function: - -```ts highlights={highlights} -import { - createWorkflow, - WorkflowResponse, - transform, -} from "@medusajs/framework/workflows-sdk" -// step imports... - -const myWorkflow = createWorkflow( - "hello-world", - function (input) { - const str1 = step1(input) - const str2 = step2(input) - - const str3 = transform( - { str1, str2 }, - (data) => `${data.str1}${data.str2}` - ) - - return new WorkflowResponse(str3) - } -) -``` - -`transform` accepts two parameters: - -1. The first parameter is an object of variables to manipulate. The object is passed as a parameter to `transform`'s second parameter function. -2. The second parameter is the function performing the variable manipulation. - -The value returned by the second parameter function is returned by `transform`. So, the `str3` variable holds the concatenated string. - -You can use the returned value in the rest of the workflow, either to pass it as an input to other steps or to return it in the workflow's response. - -*** - -## Example: Looping Over Array - -Use `transform` to loop over arrays to create another variable from the array's items. - -For example: - -```ts collapsibleLines="1-7" expandButtonLabel="Show Imports" -import { - createWorkflow, - WorkflowResponse, - transform, -} from "@medusajs/framework/workflows-sdk" -// step imports... - -type WorkflowInput = { - items: { - id: string - name: string - }[] -} - -const myWorkflow = createWorkflow( - "hello-world", - function ({ items }: WorkflowInput) { - const ids = transform( - { items }, - (data) => data.items.map((item) => item.id) - ) - - doSomethingStep(ids) - - // ... - } -) -``` - -This workflow receives an `items` array in its input. - -You use `transform` to create an `ids` variable, which is an array of strings holding the `id` of each item in the `items` array. - -You then pass the `ids` variable as a parameter to the `doSomethingStep`. - -*** - -## Example: Creating a Date - -If you create a date with `new Date()` in a workflow's constructor function, Medusa evaluates the date's value when it creates the internal representation of the workflow, not when the workflow is executed. - -So, use `transform` instead to create a date variable with `new Date()`. - -For example: - -```ts -const myWorkflow = createWorkflow( - "hello-world", - () => { - const today = transform({}, () => new Date()) - - doSomethingStep(today) - } -) -``` - -In this workflow, `today` is only evaluated when the workflow is executed. - -*** - -## Caveats - -### Transform Evaluation - -`transform`'s value is only evaluated if you pass its output to a step or in the workflow response. - -For example, if you have the following workflow: - -```ts -const myWorkflow = createWorkflow( - "hello-world", - function (input) { - const str = transform( - { input }, - (data) => `${data.input.str1}${data.input.str2}` - ) - - return new WorkflowResponse("done") - } -) -``` - -Since `str`'s value isn't used as a step's input or passed to `WorkflowResponse`, its value is never evaluated. - -### Data Validation - -`transform` should only be used to perform variable or data manipulation. - -If you want to perform some validation on the data, use a step or [when-then](https://docs.medusajs.com/learn/fundamentals/workflows/conditions/index.html.md) instead. - -For example: - -```ts -// DON'T -const myWorkflow = createWorkflow( - "hello-world", - function (input) { - const str = transform( - { input }, - (data) => { - if (!input.str1) { - throw new Error("Not allowed!") - } - } - ) - } -) - -// DO -const validateHasStr1Step = createStep( - "validate-has-str1", - ({ input }) => { - if (!input.str1) { - throw new Error("Not allowed!") - } - } -) - -const myWorkflow = createWorkflow( - "hello-world", - function (input) { - validateHasStr1({ - input, - }) - - // workflow continues its execution only if - // the step doesn't throw the error. - } -) -``` - - -# Workflow Hooks - -In this chapter, you'll learn what a workflow hook is and how to consume them. - -## What is a Workflow Hook? - -A workflow hook is a point in a workflow where you can inject custom functionality as a step function, called a hook handler. - -Medusa exposes hooks in many of its workflows that are used in its API routes. You can consume those hooks to add your custom logic. - -Refer to the [Workflows Reference](https://docs.medusajs.com/resources/medusa-workflows-reference/index.html.md) to view all workflows and their hooks. - -You want to perform a custom action during a workflow's execution, such as when a product is created. - -*** - -## How to Consume a Hook? - -A workflow has a special `hooks` property which is an object that holds its hooks. - -So, in a TypeScript or JavaScript file created under the `src/workflows/hooks` directory: - -- Import the workflow. -- Access its hook using the `hooks` property. -- Pass the hook a step function as a parameter to consume it. - -For example, to consume the `productsCreated` hook of Medusa's `createProductsWorkflow`, create the file `src/workflows/hooks/product-created.ts` with the following content: - -```ts title="src/workflows/hooks/product-created.ts" highlights={handlerHighlights} -import { createProductsWorkflow } from "@medusajs/medusa/core-flows" - -createProductsWorkflow.hooks.productsCreated( - async ({ products }, { container }) => { - // TODO perform an action - } -) -``` - -The `productsCreated` hook is available on the workflow's `hooks` property by its name. - -You invoke the hook, passing a step function (the hook handler) as a parameter. - -Now, when a product is created using the [Create Product API route](https://docs.medusajs.com/api/admin#products_postproducts), your hook handler is executed after the product is created. - -A hook can have only one handler. - -Refer to the [createProductsWorkflow reference](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow/index.html.md) to see at which point the hook handler is executed. - -### Hook Handler Parameter - -Since a hook handler is essentially a step function, it receives the hook's input as a first parameter, and an object holding a `container` property as a second parameter. - -Each hook has different input. For example, the `productsCreated` hook receives an object having a `products` property holding the created product. - -### Hook Handler Compensation - -Since the hook handler is a step function, you can set its compensation function as a second parameter of the hook. - -For example: - -```ts title="src/workflows/hooks/product-created.ts" -import { createProductsWorkflow } from "@medusajs/medusa/core-flows" - -createProductsWorkflow.hooks.productsCreated( - async ({ products }, { container }) => { - // TODO perform an action - - return new StepResponse(undefined, { ids }) - }, - async ({ ids }, { container }) => { - // undo the performed action - } -) -``` - -The compensation function is executed if an error occurs in the workflow to undo the actions performed by the hook handler. - -The compensation function receives as an input the second parameter passed to the `StepResponse` returned by the step function. - -It also accepts as a second parameter an object holding a `container` property to resolve resources from the Medusa container. - -### Additional Data Property - -Medusa's workflows pass in the hook's input an `additional_data` property: - -```ts title="src/workflows/hooks/product-created.ts" highlights={[["4", "additional_data"]]} -import { createProductsWorkflow } from "@medusajs/medusa/core-flows" - -createProductsWorkflow.hooks.productsCreated( - async ({ products, additional_data }, { container }) => { - // TODO perform an action - } -) -``` - -This property is an object that holds additional data passed to the workflow through the request sent to the API route using the workflow. - -Learn how to pass `additional_data` in requests to API routes in [this chapter](https://docs.medusajs.com/learn/fundamentals/api-routes/additional-data/index.html.md). - -### Pass Additional Data to Workflow - -You can also pass that additional data when executing the workflow. Pass it as a parameter to the `.run` method of the workflow: - -```ts title="src/workflows/hooks/product-created.ts" highlights={[["10", "additional_data"]]} -import type { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" -import { createProductsWorkflow } from "@medusajs/medusa/core-flows" - -export async function POST(req: MedusaRequest, res: MedusaResponse) { - await createProductsWorkflow(req.scope).run({ - input: { - products: [ - // ... - ], - additional_data: { - custom_field: "test", - }, - }, - }) -} -``` - -Your hook handler then receives that passed data in the `additional_data` object. - - -# 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`. +If you threw a `MedusaError`, then you can check the error message in `errors[0].error.message`. # Example: Write Integration Tests for API Routes @@ -17571,495 +18054,6 @@ const response = await api.post(`/custom`, form, { ``` -# 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") -``` -~~~ */} - - -# 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: 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. - -### Prerequisites - -- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) - -## Write Integration Test for Workflow - -Consider you have the following workflow defined at `src/workflows/hello-world.ts`: - -```ts title="src/workflows/hello-world.ts" -import { - createWorkflow, - createStep, - StepResponse, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" - -const step1 = createStep("step-1", () => { - return new StepResponse("Hello, World!") -}) - -export const helloWorldWorkflow = createWorkflow( - "hello-world-workflow", - () => { - const message = step1() - - return new WorkflowResponse(message) - } -) -``` - -To write a test for this workflow, create the file `integration-tests/http/workflow.spec.ts` with the following content: - -```ts title="integration-tests/http/workflow.spec.ts" -import { medusaIntegrationTestRunner } from "@medusajs/test-utils" -import { helloWorldWorkflow } from "../../src/workflows/hello-world" - -medusaIntegrationTestRunner({ - testSuite: ({ getContainer }) => { - describe("Test hello-world workflow", () => { - it("returns message", async () => { - const { result } = await helloWorldWorkflow(getContainer()) - .run() - - expect(result).toEqual("Hello, World!") - }) - }) - }, -}) - -jest.setTimeout(60 * 1000) -``` - -You use the `medusaIntegrationTestRunner` to write an integration test for the workflow. The test pases if the workflow returns the string `"Hello, World!"`. - -### 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/custom-routes.spec.ts" -// in your test's file -jest.setTimeout(60 * 1000) -``` - -*** - -## Run Test - -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 `integrations/http` directory. - -*** - -## Test That a Workflow Throws an Error - -You might want to test that a workflow throws an error in certain cases. To test this: - -- Disable the `throwOnError` option when executing the workflow. -- Use the returned `errors` property to check what errors were thrown. - -For example, if you have a step that throws this error: - -```ts title="src/workflows/hello-world.ts" -import { MedusaError } from "@medusajs/framework/utils" -import { createStep } from "@medusajs/framework/workflows-sdk" - -const step1 = createStep("step-1", () => { - throw new MedusaError(MedusaError.Types.NOT_FOUND, "Item doesn't exist") -}) -``` - -You can write the following test to ensure that the workflow throws that error: - -```ts title="integration-tests/http/workflow.spec.ts" -import { medusaIntegrationTestRunner } from "@medusajs/test-utils" -import { helloWorldWorkflow } from "../../src/workflows/hello-world" - -medusaIntegrationTestRunner({ - testSuite: ({ getContainer }) => { - describe("Test hello-world workflow", () => { - it("returns message", async () => { - const { errors } = await helloWorldWorkflow(getContainer()) - .run({ - throwOnError: false, - }) - - expect(errors.length).toBeGreaterThan(0) - expect(errors[0].error.message).toBe("Item doesn't exist") - }) - }) - }, -}) - -jest.setTimeout(60 * 1000) -``` - -The `errors` property contains an array of errors thrown during the execution of the workflow. Each error item has an `error` object, being the error thrown. - -If you threw a `MedusaError`, then you can check the error message in `errors[0].error.message`. - - # 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. @@ -18310,136 +18304,6 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# 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. - -*** - - # Currency Module In this section of the documentation, you will find resources to learn more about the Currency Module and how to use it in your application. @@ -18738,24 +18602,24 @@ 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. @@ -18763,45 +18627,67 @@ 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 } from "@medusajs/framework/utils" +import { Modules, MedusaError } from "@medusajs/framework/utils" +import { MedusaRequest } from "@medusajs/framework/http" +import { AuthenticationInput } from "@medusajs/framework/types" -const createCustomerStep = createStep( - "create-customer", - async ({}, { container }) => { - const customerModuleService = container.resolve(Modules.CUSTOMER) +type Input = { + req: MedusaRequest +} - const customer = await customerModuleService.createCustomers({ - first_name: "Peter", - last_name: "Hayes", - email: "peter.hayes@example.com", - }) +const authenticateUserStep = createStep( + "authenticate-user", + async ({ req }: Input, { container }) => { + const authModuleService = container.resolve(Modules.AUTH) - return new StepResponse({ customer }, customer.id) + 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 (customerId, { container }) => { - if (!customerId) { + async (authIdentityId, { container }) => { + if (!authIdentityId) { return } - const customerModuleService = container.resolve(Modules.CUSTOMER) + + const authModuleService = container.resolve(Modules.AUTH) - await customerModuleService.deleteCustomers([customerId]) + await authModuleService.deleteAuthIdentities([authIdentityId]) } ) -export const createCustomerWorkflow = createWorkflow( - "create-customer", - () => { - const { customer } = createCustomerStep() +export const authenticateUserWorkflow = createWorkflow( + "authenticate-user", + (input: Input) => { + const { authIdentity } = authenticateUserStep(input) return new WorkflowResponse({ - customer, + authIdentity, }) } ) @@ -18809,75 +18695,42 @@ export const createCustomerWorkflow = createWorkflow( 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" +```ts title="API Route" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" import type { MedusaRequest, MedusaResponse, } from "@medusajs/framework/http" -import { createCustomerWorkflow } from "../../workflows/create-customer" +import { authenticateUserWorkflow } from "../../workflows/authenticate-user" export async function GET( req: MedusaRequest, res: MedusaResponse ) { - const { result } = await createCustomerWorkflow(req.scope) - .run() + const { result } = await authenticateUserWorkflow(req.scope) + .run({ + req, + }) 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 { createCustomerWorkflow } from "../workflows/create-customer" - -export default async function handleUserCreated({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - const { result } = await createCustomerWorkflow(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 { createCustomerWorkflow } from "../workflows/create-customer" - -export default async function myCustomJob( - container: MedusaContainer -) { - const { result } = await createCustomerWorkflow(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 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. + +*** + # Fulfillment Module @@ -19189,27 +19042,24 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# Order Module +# Customer Module -In this section of the documentation, you will find resources to learn more about the Order 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. -Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/orders/index.html.md) to learn how to manage orders using the dashboard. +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 order related features available out-of-the-box through the Order 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 Order Module. +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). -## Order Features +## Customer Features -- [Order Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/concepts/index.html.md): Store and manage your orders to retrieve, create, cancel, and perform other operations. -- Draft Orders: Allow merchants to create orders on behalf of their customers as draft orders that later are transformed to regular orders. -- [Apply Promotion Adjustments](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/promotion-adjustments/index.html.md): Apply promotions or discounts to the order's 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/order/tax-lines/index.html.md): Apply tax lines to an order's line items and shipping methods. -- [Returns](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/return/index.html.md), [Edits](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/edit/index.html.md), [Exchanges](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/exchange/index.html.md), and [Claims](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/claim/index.html.md): Make [changes](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/order-change/index.html.md) to an order to edit, return, or exchange its items, with [version-based control](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/order-versioning/index.html.md) over the order's timeline. +- [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 Order 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. @@ -19217,7 +19067,7 @@ You can build custom workflows and steps. You can also re-use Medusa's workflows For example: -```ts title="src/workflows/create-draft-order.ts" highlights={highlights} +```ts title="src/workflows/create-customer.ts" highlights={highlights} import { createWorkflow, WorkflowResponse, @@ -19226,48 +19076,36 @@ import { } from "@medusajs/framework/workflows-sdk" import { Modules } from "@medusajs/framework/utils" -const createDraftOrderStep = createStep( - "create-order", +const createCustomerStep = createStep( + "create-customer", async ({}, { container }) => { - const orderModuleService = container.resolve(Modules.ORDER) + const customerModuleService = container.resolve(Modules.CUSTOMER) - const draftOrder = await orderModuleService.createOrders({ - currency_code: "usd", - items: [ - { - title: "Shirt", - quantity: 1, - unit_price: 3000, - }, - ], - shipping_methods: [ - { - name: "Express shipping", - amount: 3000, - }, - ], - status: "draft", + const customer = await customerModuleService.createCustomers({ + first_name: "Peter", + last_name: "Hayes", + email: "peter.hayes@example.com", }) - return new StepResponse({ draftOrder }, draftOrder.id) + return new StepResponse({ customer }, customer.id) }, - async (draftOrderId, { container }) => { - if (!draftOrderId) { + async (customerId, { container }) => { + if (!customerId) { return } - const orderModuleService = container.resolve(Modules.ORDER) + const customerModuleService = container.resolve(Modules.CUSTOMER) - await orderModuleService.deleteOrders([draftOrderId]) + await customerModuleService.deleteCustomers([customerId]) } ) -export const createDraftOrderWorkflow = createWorkflow( - "create-draft-order", +export const createCustomerWorkflow = createWorkflow( + "create-customer", () => { - const { draftOrder } = createDraftOrderStep() + const { customer } = createCustomerStep() return new WorkflowResponse({ - draftOrder, + customer, }) } ) @@ -19282,13 +19120,13 @@ import type { MedusaRequest, MedusaResponse, } from "@medusajs/framework/http" -import { createDraftOrderWorkflow } from "../../workflows/create-draft-order" +import { createCustomerWorkflow } from "../../workflows/create-customer" export async function GET( req: MedusaRequest, res: MedusaResponse ) { - const { result } = await createDraftOrderWorkflow(req.scope) + const { result } = await createCustomerWorkflow(req.scope) .run() res.send(result) @@ -19302,13 +19140,13 @@ import { type SubscriberConfig, type SubscriberArgs, } from "@medusajs/framework" -import { createDraftOrderWorkflow } from "../workflows/create-draft-order" +import { createCustomerWorkflow } from "../workflows/create-customer" export default async function handleUserCreated({ event: { data }, container, }: SubscriberArgs<{ id: string }>) { - const { result } = await createDraftOrderWorkflow(container) + const { result } = await createCustomerWorkflow(container) .run() console.log(result) @@ -19323,12 +19161,12 @@ export const config: SubscriberConfig = { ```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} import { MedusaContainer } from "@medusajs/framework/types" -import { createDraftOrderWorkflow } from "../workflows/create-draft-order" +import { createCustomerWorkflow } from "../workflows/create-customer" export default async function myCustomJob( container: MedusaContainer ) { - const { result } = await createDraftOrderWorkflow(container) + const { result } = await createCustomerWorkflow(container) .run() console.log(result) @@ -19654,6 +19492,162 @@ Medusa provides the following payment providers out-of-the-box. You can use them *** +# Order Module + +In this section of the documentation, you will find resources to learn more about the Order Module and how to use it in your application. + +Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/orders/index.html.md) to learn how to manage orders using the dashboard. + +Medusa has order related features available out-of-the-box through the Order 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 Order Module. + +Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). + +## Order Features + +- [Order Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/concepts/index.html.md): Store and manage your orders to retrieve, create, cancel, and perform other operations. +- Draft Orders: Allow merchants to create orders on behalf of their customers as draft orders that later are transformed to regular orders. +- [Apply Promotion Adjustments](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/promotion-adjustments/index.html.md): Apply promotions or discounts to the order's 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/order/tax-lines/index.html.md): Apply tax lines to an order's line items and shipping methods. +- [Returns](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/return/index.html.md), [Edits](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/edit/index.html.md), [Exchanges](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/exchange/index.html.md), and [Claims](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/claim/index.html.md): Make [changes](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/order-change/index.html.md) to an order to edit, return, or exchange its items, with [version-based control](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/order-versioning/index.html.md) over the order's timeline. + +*** + +## How to Use the Order 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-draft-order.ts" highlights={highlights} +import { + createWorkflow, + WorkflowResponse, + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { Modules } from "@medusajs/framework/utils" + +const createDraftOrderStep = createStep( + "create-order", + async ({}, { container }) => { + const orderModuleService = container.resolve(Modules.ORDER) + + const draftOrder = await orderModuleService.createOrders({ + currency_code: "usd", + items: [ + { + title: "Shirt", + quantity: 1, + unit_price: 3000, + }, + ], + shipping_methods: [ + { + name: "Express shipping", + amount: 3000, + }, + ], + status: "draft", + }) + + return new StepResponse({ draftOrder }, draftOrder.id) + }, + async (draftOrderId, { container }) => { + if (!draftOrderId) { + return + } + const orderModuleService = container.resolve(Modules.ORDER) + + await orderModuleService.deleteOrders([draftOrderId]) + } +) + +export const createDraftOrderWorkflow = createWorkflow( + "create-draft-order", + () => { + const { draftOrder } = createDraftOrderStep() + + return new WorkflowResponse({ + draftOrder, + }) + } +) +``` + +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 { createDraftOrderWorkflow } from "../../workflows/create-draft-order" + +export async function GET( + req: MedusaRequest, + res: MedusaResponse +) { + const { result } = await createDraftOrderWorkflow(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 { createDraftOrderWorkflow } from "../workflows/create-draft-order" + +export default async function handleUserCreated({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + const { result } = await createDraftOrderWorkflow(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 { createDraftOrderWorkflow } from "../workflows/create-draft-order" + +export default async function myCustomJob( + container: MedusaContainer +) { + const { result } = await createDraftOrderWorkflow(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). + +*** + + # 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. @@ -19951,6 +19945,154 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** +# 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. + +Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/promotions/index.html.md) to learn how to manage promotions using the dashboard. + +Medusa has promotion related features available out-of-the-box through the Promotion 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 Promotion Module. + +Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). + +## Promotion Features + +- [Discount Functionalities](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/concepts/index.html.md): A promotion discounts an amount or percentage of a cart's items, shipping methods, or the entire order. +- [Flexible Promotion Rules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/concepts#flexible-rules/index.html.md): A promotion has rules that restricts when the promotion is applied. +- [Campaign Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/campaign/index.html.md): A campaign combines promotions under the same conditions, such as start and end dates, and budget configurations. +- [Apply Promotion on Carts and Orders](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/actions/index.html.md): Apply promotions on carts and orders to discount items, shipping methods, or the entire order. + +*** + +## How to Use the Promotion 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-promotion.ts" highlights={highlights} +import { + createWorkflow, + WorkflowResponse, + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { Modules } from "@medusajs/framework/utils" + +const createPromotionStep = createStep( + "create-promotion", + async ({}, { container }) => { + const promotionModuleService = container.resolve(Modules.PROMOTION) + + const promotion = await promotionModuleService.createPromotions({ + code: "10%OFF", + type: "standard", + application_method: { + type: "percentage", + target_type: "order", + value: 10, + currency_code: "usd", + }, + }) + + return new StepResponse({ promotion }, promotion.id) + }, + async (promotionId, { container }) => { + if (!promotionId) { + return + } + const promotionModuleService = container.resolve(Modules.PROMOTION) + + await promotionModuleService.deletePromotions(promotionId) + } +) + +export const createPromotionWorkflow = createWorkflow( + "create-promotion", + () => { + const { promotion } = createPromotionStep() + + return new WorkflowResponse({ + promotion, + }) + } +) +``` + +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 { createPromotionWorkflow } from "../../workflows/create-cart" + +export async function GET( + req: MedusaRequest, + res: MedusaResponse +) { + const { result } = await createPromotionWorkflow(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 { createPromotionWorkflow } from "../workflows/create-cart" + +export default async function handleUserCreated({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + const { result } = await createPromotionWorkflow(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 { createPromotionWorkflow } from "../workflows/create-cart" + +export default async function myCustomJob( + container: MedusaContainer +) { + const { result } = await createPromotionWorkflow(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. @@ -20088,6 +20230,150 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** +# 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. + +*** + + # 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. @@ -20248,154 +20534,6 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# 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. - -Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/promotions/index.html.md) to learn how to manage promotions using the dashboard. - -Medusa has promotion related features available out-of-the-box through the Promotion 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 Promotion Module. - -Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). - -## Promotion Features - -- [Discount Functionalities](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/concepts/index.html.md): A promotion discounts an amount or percentage of a cart's items, shipping methods, or the entire order. -- [Flexible Promotion Rules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/concepts#flexible-rules/index.html.md): A promotion has rules that restricts when the promotion is applied. -- [Campaign Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/campaign/index.html.md): A campaign combines promotions under the same conditions, such as start and end dates, and budget configurations. -- [Apply Promotion on Carts and Orders](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/actions/index.html.md): Apply promotions on carts and orders to discount items, shipping methods, or the entire order. - -*** - -## How to Use the Promotion 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-promotion.ts" highlights={highlights} -import { - createWorkflow, - WorkflowResponse, - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { Modules } from "@medusajs/framework/utils" - -const createPromotionStep = createStep( - "create-promotion", - async ({}, { container }) => { - const promotionModuleService = container.resolve(Modules.PROMOTION) - - const promotion = await promotionModuleService.createPromotions({ - code: "10%OFF", - type: "standard", - application_method: { - type: "percentage", - target_type: "order", - value: 10, - currency_code: "usd", - }, - }) - - return new StepResponse({ promotion }, promotion.id) - }, - async (promotionId, { container }) => { - if (!promotionId) { - return - } - const promotionModuleService = container.resolve(Modules.PROMOTION) - - await promotionModuleService.deletePromotions(promotionId) - } -) - -export const createPromotionWorkflow = createWorkflow( - "create-promotion", - () => { - const { promotion } = createPromotionStep() - - return new WorkflowResponse({ - promotion, - }) - } -) -``` - -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 { createPromotionWorkflow } from "../../workflows/create-cart" - -export async function GET( - req: MedusaRequest, - res: MedusaResponse -) { - const { result } = await createPromotionWorkflow(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 { createPromotionWorkflow } from "../workflows/create-cart" - -export default async function handleUserCreated({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - const { result } = await createPromotionWorkflow(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 { createPromotionWorkflow } from "../workflows/create-cart" - -export default async function myCustomJob( - container: MedusaContainer -) { - const { result } = await createPromotionWorkflow(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). - -*** - - # 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. @@ -20537,150 +20675,6 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# 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. - -*** - - # User Module In this section of the documentation, you will find resources to learn more about the User Module and how to use it in your application. @@ -20954,1242 +20948,6 @@ createRemoteLinkStep({ ``` -# 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. - -## Authentication Methods - -### Register - -The [register method of the Auth Module's main service](https://docs.medusajs.com/references/auth/register/index.html.md) creates an auth identity that can be authenticated later. - -For example: - -```ts -const data = await authModuleService.register( - "emailpass", - // passed to auth provider - { - // ... - } -) -``` - -This method calls the `register` method of the provider specified in the first parameter and returns its data. - -### Authenticate - -To authenticate a user, you use the [authenticate method of the Auth Module's main service](https://docs.medusajs.com/references/auth/authenticate/index.html.md). For example: - -```ts -const data = await authModuleService.authenticate( - "emailpass", - // passed to auth provider - { - // ... - } -) -``` - -This method calls the `authenticate` method of the provider specified in the first parameter and returns its data. - -*** - -## Auth Flow 1: Basic Authentication - -The basic authentication flow requires first using the `register` method, then the `authenticate` method: - -```ts -const { success, authIdentity, error } = await authModuleService.register( - "emailpass", - // passed to auth provider - { - // ... - } -) - -if (error) { - // registration failed - // TODO return an error - return -} - -// later (can be another route for log-in) -const { success, authIdentity, location } = await authModuleService.authenticate( - "emailpass", - // passed to auth provider - { - // ... - } -) - -if (success && !location) { - // user is authenticated -} -``` - -If `success` is true and `location` isn't set, the user is authenticated successfully, and their authentication details are available within the `authIdentity` object. - -The next section explains the flow if `location` is set. - -Check out the [AuthIdentity](https://docs.medusajs.com/references/auth/models/AuthIdentity/index.html.md) reference for the received properties in `authIdentity`. - -![Diagram showcasing the basic authentication flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1711373749/Medusa%20Resources/basic-auth_lgpqsj.jpg) - -### Auth Identity with Same Identifier - -If an auth identity, such as a `customer`, tries to register with an email of another auth identity, the `register` method returns an error. This can happen either if another customer is using the same email, or an admin user has the same email. - -There are two ways to handle this: - -- Consider the customer authenticated if the `authenticate` method validates that the email and password are correct. This allows admin users, for example, to authenticate as customers. -- Return an error message to the customer, informing them that the email is already in use. - -*** - -## Auth Flow 2: Third-Party Service Authentication - -The third-party service authentication method requires using the `authenticate` method first: - -```ts -const { success, authIdentity, location } = await authModuleService.authenticate( - "google", - // passed to auth provider - { - // ... - } -) - -if (location) { - // return the location for the front-end to redirect to -} - -if (!success) { - // authentication failed -} - -// authentication successful -``` - -If the `authenticate` method returns a `location` property, the authentication process requires the user to perform an action with a third-party service. So, you return the `location` to the front-end or client to redirect to that URL. - -For example, when using the `google` provider, the `location` is the URL that the user is navigated to login. - -![Diagram showcasing the first part of the third-party authentication flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1711374847/Medusa%20Resources/third-party-auth-1_enyedy.jpg) - -### Overriding Callback URL - -The Google and GitHub providers allow you to override their `callbackUrl` option during authentication. This is useful when you redirect the user after authentication to a URL based on its actor type. For example, you redirect admin users and customers to different pages. - -```ts -const { success, authIdentity, location } = await authModuleService.authenticate( - "google", - // passed to auth provider - { - // ... - callback_url: "example.com", - } -) -``` - -### validateCallback - -Providers handling this authentication flow must implement the `validateCallback` method. It implements the logic to validate the authentication with the third-party service. - -So, once the user performs the required action with the third-party service (for example, log-in with Google), the frontend must redirect to an API route that uses the [validateCallback method of the Auth Module's main service](https://docs.medusajs.com/references/auth/validateCallback/index.html.md). - -The method calls the specified provider’s `validateCallback` method passing it the authentication details it received in the second parameter: - -```ts -const { success, authIdentity } = await authModuleService.validateCallback( - "google", - // passed to auth provider - { - // request data, such as - url, - headers, - query, - body, - protocol, - } -) - -if (success) { - // authentication succeeded -} -``` - -For providers like Google, the `query` object contains the query parameters from the original callback URL, such as the `code` and `state` parameters. - -If the returned `success` property is `true`, the authentication with the third-party provider was successful. - -![Diagram showcasing the second part of the third-party authentication flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1711375123/Medusa%20Resources/third-party-auth-2_kmjxju.jpg) - -*** - -## Reset Password - -To update a user's password or other authentication details, use the `updateProvider` method of the Auth Module's main service. It calls the `update` method of the specified authentication provider. - -For example: - -```ts -const { success } = await authModuleService.updateProvider( - "emailpass", - // passed to the auth provider - { - entity_id: "user@example.com", - password: "supersecret", - } -) - -if (success) { - // password reset successfully -} -``` - -The method accepts as a first parameter the ID of the provider, and as a second parameter the data necessary to reset the password. - -In the example above, you use the `emailpass` provider, so you have to pass an object having an `email` and `password` properties. - -If the returned `success` property is `true`, the password has reset successfully. - - -# 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. - - -# 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. - -These routes are added by Medusa's HTTP layer, not the Auth Module. - -## Types of Authentication Flows - -### 1. Basic Authentication Flow - -This authentication flow doesn't require validation with third-party services. - -[How to register customer in storefront using basic authentication flow](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/register/index.html.md). - -The steps are: - -![Diagram showcasing the basic authentication flow between the frontend and the Medusa application](https://res.cloudinary.com/dza7lstvk/image/upload/v1725539370/Medusa%20Resources/basic-auth-routes_pgpjch.jpg) - -1. Register the user with the [Register Route](#register-route). -2. Use the authentication token to create the user with their respective API route. - - For example, for customers you would use the [Create Customer API route](https://docs.medusajs.com/api/store#customers_postcustomers). - - For admin users, you accept an invite using the [Accept Invite API route](https://docs.medusajs.com/api/admin#invites_postinvitesaccept) -3. Authenticate the user with the [Auth Route](#login-route). - -After registration, you only use the [Auth Route](#login-route) for subsequent authentication. - -To handle errors related to existing identities, refer to [this section](#handling-existing-identities). - -### 2. Third-Party Service Authenticate Flow - -This authentication flow authenticates the user with a third-party service, such as Google. - -[How to authenticate customer with a third-party provider in the storefront.](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/third-party-login/index.html.md). - -It requires the following steps: - -![Diagram showcasing the authentication flow between the frontend, Medusa application, and third-party service](https://res.cloudinary.com/dza7lstvk/image/upload/v1725528159/Medusa%20Resources/Third_Party_Auth_tvf4ng.jpg) - -1. Authenticate the user with the [Auth Route](#login-route). -2. The auth route returns a URL to authenticate with third-party service, such as login with Google. The frontend (such as a storefront), when it receives a `location` property in the response, must redirect to the returned location. -3. Once the authentication with the third-party service finishes, it redirects back to the frontend with a `code` query parameter. So, make sure your third-party service is configured to redirect to your frontend page after successful authentication. -4. The frontend sends a request to the [Validate Callback Route](#validate-callback-route) passing it the query parameters received from the third-party service, such as the `code` and `state` query parameters. -5. If the callback validation is successful, the frontend receives the authentication token. -6. Decode the received token in the frontend using tools like [react-jwt](https://www.npmjs.com/package/react-jwt). - - If the decoded data has an `actor_id` property, then the user is already registered. So, use this token for subsequent authenticated requests. - - If not, follow the rest of the steps. -7. The frontend uses the authentication token to create the user with their respective API route. - - For example, for customers you would use the [Create Customer API route](https://docs.medusajs.com/api/store#customers_postcustomers). - - For admin users, you accept an invite using the [Accept Invite API route](https://docs.medusajs.com/api/admin#invites_postinvitesaccept) -8. The frontend sends a request to the [Refresh Token Route](#refresh-token-route) to retrieve a new token with the user information populated. - -*** - -## Register Route - -The Medusa application defines an API route at `/auth/{actor_type}/{provider}/register` that creates an auth identity for an actor type, such as a `customer`. It returns a JWT token that you pass to an API route that creates the user. - -```bash -curl -X POST http://localhost:9000/auth/{actor_type}/{providers}/register --H 'Content-Type: application/json' \ ---data-raw '{ - "email": "Whitney_Schultz@gmail.com" - // ... -}' -``` - -This API route is useful for providers like `emailpass` that uses custom logic to authenticate a user. For authentication providers that authenticate with third-party services, such as Google, use the [Auth Route](#login-route) instead. - -For example, if you're registering a customer, you: - -1. Send a request to `/auth/customer/emailpass/register` to retrieve the registration JWT token. -2. Send a request to the [Create Customer API route](https://docs.medusajs.com/api/store#customers_postcustomers) to create the customer, passing the [JWT token in the header](https://docs.medusajs.com/api/store#authentication). - -### Path Parameters - -Its path parameters are: - -- `{actor_type}`: the actor type of the user you're authenticating. For example, `customer`. -- `{provider}`: the auth provider to handle the authentication. For example, `emailpass`. - -### Request Body Parameters - -This route accepts in the request body the data that the specified authentication provider requires to handle authentication. - -For example, the EmailPass provider requires an `email` and `password` fields in the request body. - -### Response Fields - -If the authentication is successful, you'll receive a `token` field in the response body object: - -```json -{ - "token": "..." -} -``` - -Use that token in the header of subsequent requests to send authenticated requests. - -### Handling Existing Identities - -An auth identity with the same email may already exist in Medusa. This can happen if: - -- Another actor type is using that email. For example, an admin user is trying to register as a customer. -- The same email belongs to a record of the same actor type. For example, another customer has the same email. - -In these scenarios, the Register Route will return an error instead of a token: - -```json -{ - "type": "unauthorized", - "message": "Identity with email already exists" -} -``` - -To handle these scenarios, you can use the [Login Route](#login-route) to validate that the email and password match the existing identity. If so, you can allow the admin user, for example, to register as a customer. - -Otherwise, if the email and password don't match the existing identity, such as when the email belongs to another customer, the [Login Route](#login-route) returns an error: - -```json -{ - "type": "unauthorized", - "message": "Invalid email or password" -} -``` - -You can show that error message to the customer. - -*** - -## Login Route - -The Medusa application defines an API route at `/auth/{actor_type}/{provider}` that authenticates a user of an actor type. It returns a JWT token that can be passed in [the header of subsequent requests](https://docs.medusajs.com/api/store#authentication) to send authenticated requests. - -```bash -curl -X POST http://localhost:9000/auth/{actor_type}/{providers} --H 'Content-Type: application/json' \ ---data-raw '{ - "email": "Whitney_Schultz@gmail.com" - // ... -}' -``` - -For example, if you're authenticating a customer, you send a request to `/auth/customer/emailpass`. - -### Path Parameters - -Its path parameters are: - -- `{actor_type}`: the actor type of the user you're authenticating. For example, `customer`. -- `{provider}`: the auth provider to handle the authentication. For example, `emailpass`. - -### Request Body Parameters - -This route accepts in the request body the data that the specified authentication provider requires to handle authentication. - -For example, the EmailPass provider requires an `email` and `password` fields in the request body. - -#### Overriding Callback URL - -For the [GitHub](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers/github/index.html.md) and [Google](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers/google/index.html.md) providers, you can pass a `callback_url` body parameter that overrides the `callbackUrl` set in the provider's configurations. - -This is useful if you want to redirect the user to a different URL after authentication based on their actor type. For example, you can set different `callback_url` for admin users and customers. - -### Response Fields - -If the authentication is successful, you'll receive a `token` field in the response body object: - -```json -{ - "token": "..." -} -``` - -Use that token in the header of subsequent requests to send authenticated requests. - -If the authentication requires more action with a third-party service, you'll receive a `location` property: - -```json -{ - "location": "https://..." -} -``` - -Redirect to that URL in the frontend to continue the authentication process with the third-party service. - -[How to login Customers using the authentication route](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/login/index.html.md). - -*** - -## Validate Callback Route - -The Medusa application defines an API route at `/auth/{actor_type}/{provider}/callback` that's useful for validating the authentication callback or redirect from third-party services like Google. - -```bash -curl -X POST http://localhost:9000/auth/{actor_type}/{providers}/callback?code=123&state=456 -``` - -Refer to the [third-party authentication flow](#2-third-party-service-authenticate-flow) section to see how this route fits into the authentication flow. - -### Path Parameters - -Its path parameters are: - -- `{actor_type}`: the actor type of the user you're authenticating. For example, `customer`. -- `{provider}`: the auth provider to handle the authentication. For example, `google`. - -### Query Parameters - -This route accepts all the query parameters that the third-party service sends to the frontend after the user completes the authentication process, such as the `code` and `state` query parameters. - -### Response Fields - -If the authentication is successful, you'll receive a `token` field in the response body object: - -```json -{ - "token": "..." -} -``` - -In your frontend, decode the token using tools like [react-jwt](https://www.npmjs.com/package/react-jwt): - -- If the decoded data has an `actor_id` property, the user is already registered. So, use this token for subsequent authenticated requests. -- If not, use the token in the header of a request that creates the user, such as the [Create Customer API route](https://docs.medusajs.com/api/store#customers_postcustomers). - -*** - -## Refresh Token Route - -The Medusa application defines an API route at `/auth/token/refresh` that's useful after authenticating a user with a third-party service to populate the user's token with their new information. - -It requires the user's JWT token that they received from the authentication or callback routes. - -```bash -curl -X POST http://localhost:9000/auth/token/refresh \ --H 'Authorization: Bearer {token}' -``` - -### Response Fields - -If the token was refreshed successfully, you'll receive a `token` field in the response body object: - -```json -{ - "token": "..." -} -``` - -Use that token in the header of subsequent requests to send authenticated requests. - -*** - -## Reset Password Routes - -To reset a user's password: - -1. Generate a token using the [Generate Reset Password Token API route](#generate-reset-password-token-route). - - The API route emits the `auth.password_reset` event, passing the token in the payload. - - You can create a subscriber, as seen in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/reset-password/index.html.md), that listens to the event and send a notification to the user. -2. Pass the token to the [Reset Password API route](#reset-password-route) to reset the password. - - The URL in the user's notification should direct them to a frontend URL, which sends a request to this route. - -[Storefront Development: How to Reset a Customer's Password.](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/reset-password/index.html.md) - -### Generate Reset Password Token Route - -The Medusa application defines an API route at `/auth/{actor_type}/{auth_provider}/reset-password` that emits the `auth.password_reset` event, passing the token in the payload. - -```bash -curl -X POST http://localhost:9000/auth/{actor_type}/{providers}/reset-password --H 'Content-Type: application/json' \ ---data-raw '{ - "identifier": "Whitney_Schultz@gmail.com" -}' -``` - -This API route is useful for providers like `emailpass` that store a user's password and use it for authentication. - -#### Path Parameters - -Its path parameters are: - -- `{actor_type}`: the actor type of the user you're authenticating. For example, `customer`. -- `{provider}`: the auth provider to handle the authentication. For example, `emailpass`. - -#### Request Body Parameters - -This route accepts in the request body an object having the following property: - -- `identifier`: The user's identifier in the specified auth provider. For example, for the `emailpass` auth provider, you pass the user's email. - -#### Response Fields - -If the authentication is successful, the request returns a `201` response code. - -### Reset Password Route - -The Medusa application defines an API route at `/auth/{actor_type}/{auth_provider}/update` that accepts a token and, if valid, updates the user's password. - -```bash -curl -X POST http://localhost:9000/auth/{actor_type}/{providers}/update --H 'Content-Type: application/json' \ --H 'Authorization: Bearer {token}' \ ---data-raw '{ - "email": "Whitney_Schultz@gmail.com", - "password": "supersecret" -}' -``` - -This API route is useful for providers like `emailpass` that store a user's password and use it for logging them in. - -#### Path Parameters - -Its path parameters are: - -- `{actor_type}`: the actor type of the user you're authenticating. For example, `customer`. -- `{provider}`: the auth provider to handle the authentication. For example, `emailpass`. - -#### Pass Token in Authorization Header - -Before [Medusa v2.6](https://github.com/medusajs/medusa/releases/tag/v2.6), you passed the token as a query parameter. Now, you must pass it in the `Authorization` header. - -In the request's authorization header, you must pass the token generated using the [Generate Reset Password Token route](#generate-reset-password-token-route). You pass it as a bearer token. - -### Request Body Parameters - -This route accepts in the request body an object that has the data necessary for the provider to update the user's password. - -For the `emailpass` provider, you must pass the following properties: - -- `email`: The user's email. -- `password`: The new password. - -### Response Fields - -If the authentication is successful, the request returns an object with a `success` property set to `true`: - -```json -{ - "success": "true" -} -``` - - -# How to Create an Actor Type - -In this document, learn how to create an actor type and authenticate its associated data model. - -## 0. Create Module with Data Model - -Before creating an actor type, you must have a module with a data model representing the actor type. - -Learn how to create a module in [this guide](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md). - -The rest of this guide uses this `Manager` data model as an example: - -```ts title="src/modules/manager/models/manager.ts" -import { model } from "@medusajs/framework/utils" - -const Manager = model.define("manager", { - id: model.id().primaryKey(), - firstName: model.text(), - lastName: model.text(), - email: model.text(), -}) - -export default Manager -``` - -*** - -## 1. Create Workflow - -Start by creating a workflow that does two things: - -- Creates a record of the `Manager` data model. -- Sets the `app_metadata` property of the associated `AuthIdentity` record based on the new actor type. - -For example, create the file `src/workflows/create-manager.ts`. with the following content: - -```ts title="src/workflows/create-manager.ts" highlights={workflowHighlights} -import { - createWorkflow, - createStep, - StepResponse, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" -import { - setAuthAppMetadataStep, -} from "@medusajs/medusa/core-flows" -import ManagerModuleService from "../modules/manager/service" - -type CreateManagerWorkflowInput = { - manager: { - first_name: string - last_name: string - email: string - } - authIdentityId: string -} - -const createManagerStep = createStep( - "create-manager-step", - async ({ - manager: managerData, - }: Pick, - { container }) => { - const managerModuleService: ManagerModuleService = - container.resolve("managerModuleService") - - const manager = await managerModuleService.createManager( - managerData - ) - - return new StepResponse(manager) - } -) - -const createManagerWorkflow = createWorkflow( - "create-manager", - function (input: CreateManagerWorkflowInput) { - const manager = createManagerStep({ - manager: input.manager, - }) - - setAuthAppMetadataStep({ - authIdentityId: input.authIdentityId, - actorType: "manager", - value: manager.id, - }) - - return new WorkflowResponse(manager) - } -) - -export default createManagerWorkflow -``` - -This workflow accepts the manager’s data and the associated auth identity’s ID as inputs. The next sections explain how the auth identity ID is retrieved. - -The workflow has two steps: - -1. Create the manager using the `createManagerStep`. -2. Set the `app_metadata` property of the associated auth identity using the `setAuthAppMetadataStep` from Medusa's core workflows. You specify the actor type `manager` in the `actorType` property of the step’s input. - -*** - -## 2. Define the Create API Route - -Next, you’ll use the workflow defined in the previous section in an API route that creates a manager. - -So, create the file `src/api/manager/route.ts` with the following content: - -```ts title="src/api/manager/route.ts" highlights={createRouteHighlights} -import type { - AuthenticatedMedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import { MedusaError } from "@medusajs/framework/utils" -import createManagerWorkflow from "../../workflows/create-manager" - -type RequestBody = { - first_name: string - last_name: string - email: string -} - -export async function POST( - req: AuthenticatedMedusaRequest, - res: MedusaResponse -) { - // If `actor_id` is present, the request carries - // authentication for an existing manager - if (req.auth_context.actor_id) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Request already authenticated as a manager." - ) - } - - const { result } = await createManagerWorkflow(req.scope) - .run({ - input: { - manager: req.body, - authIdentityId: req.auth_context.auth_identity_id, - }, - }) - - res.status(200).json({ manager: result }) -} -``` - -Since the manager must be associated with an `AuthIdentity` record, the request is expected to be authenticated, even if the manager isn’t created yet. This can be achieved by: - -1. Obtaining a token usng the [/auth route](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route/index.html.md). -2. Passing the token in the bearer header of the request to this route. - -In the API route, you create the manager using the workflow from the previous section and return it in the response. - -*** - -## 3. Apply the `authenticate` Middleware - -The last step is to apply the `authenticate` middleware on the API routes that require a manager’s authentication. - -To do that, create the file `src/api/middlewares.ts` with the following content: - -```ts title="src/api/middlewares.ts" highlights={middlewareHighlights} -import { - defineMiddlewares, - authenticate, -} from "@medusajs/framework/http" - -export default defineMiddlewares({ - routes: [ - { - matcher: "/manager", - method: "POST", - middlewares: [ - authenticate("manager", ["session", "bearer"], { - allowUnregistered: true, - }), - ], - }, - { - matcher: "/manager/me*", - middlewares: [ - authenticate("manager", ["session", "bearer"]), - ], - }, - ], -}) -``` - -This applies middlewares on two route patterns: - -1. The `authenticate` middleware is applied on the `/manager` API route for `POST` requests while allowing unregistered managers. This requires that a bearer token be passed in the request to access the manager’s auth identity but doesn’t require the manager to be registered. -2. The `authenticate` middleware is applied on all routes starting with `/manager/me`, restricting these routes to authenticated managers only. - -### Retrieve Manager API Route - -For example, create the file `src/api/manager/me/route.ts` with the following content: - -```ts title="src/api/manager/me/route.ts" -import { - AuthenticatedMedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import ManagerModuleService from "../../../modules/manager/service" - -export async function GET( - req: AuthenticatedMedusaRequest, - res: MedusaResponse -): Promise { - const managerModuleService: ManagerModuleService = - req.scope.resolve("managerModuleService") - - const manager = await managerModuleService.retrieveManager( - req.auth_context.actor_id - ) - - res.json({ manager }) -} -``` - -This route is only accessible by authenticated managers. You access the manager’s ID using `req.auth_context.actor_id`. - -*** - -## Test Custom Actor Type Authentication Flow - -To authenticate managers: - -1. Send a `POST` request to `/auth/manager/emailpass/register` to create an auth identity for the manager: - -```bash -curl -X POST 'http://localhost:9000/auth/manager/emailpass/register' \ --H 'Content-Type: application/json' \ ---data-raw '{ - "email": "manager@gmail.com", - "password": "supersecret" -}' -``` - -Copy the returned token to use it in the next request. - -2. Send a `POST` request to `/manager` to create a manager: - -```bash -curl -X POST 'http://localhost:9000/manager' \ --H 'Content-Type: application/json' \ --H 'Authorization: Bearer {token}' \ ---data-raw '{ - "first_name": "John", - "last_name": "Doe", - "email": "manager@gmail.com" -}' -``` - -Replace `{token}` with the token returned in the previous step. - -3. Send a `POST` request to `/auth/manager/emailpass` again to retrieve an authenticated token for the manager: - -```bash -curl -X POST 'http://localhost:9000/auth/manager/emailpass' \ --H 'Content-Type: application/json' \ ---data-raw '{ - "email": "manager@gmail.com", - "password": "supersecret" -}' -``` - -4. You can now send authenticated requests as a manager. For example, send a `GET` request to `/manager/me` to retrieve the authenticated manager’s details: - -```bash -curl 'http://localhost:9000/manager/me' \ --H 'Authorization: Bearer {token}' -``` - -Whenever you want to log in as a manager, use the `/auth/manager/emailpass` API route, as explained in step 3. - -*** - -## Delete User of Actor Type - -When you delete a user of the actor type, you must update its auth identity to remove the association to the user. - -For example, create the following workflow that deletes a manager and updates its auth identity, create the file `src/workflows/delete-manager.ts` with the following content: - -```ts title="src/workflows/delete-manager.ts" collapsibleLines="1-6" expandButtonLabel="Show Imports" -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import ManagerModuleService from "../modules/manager/service" - -export type DeleteManagerWorkflow = { - id: string -} - -const deleteManagerStep = createStep( - "delete-manager-step", - async ( - { id }: DeleteManagerWorkflow, - { container }) => { - const managerModuleService: ManagerModuleService = - container.resolve("managerModuleService") - - const manager = await managerModuleService.retrieve(id) - - await managerModuleService.deleteManagers(id) - - return new StepResponse(undefined, { manager }) - }, - async ({ manager }, { container }) => { - const managerModuleService: ManagerModuleService = - container.resolve("managerModuleService") - - await managerModuleService.createManagers(manager) - } - ) -``` - -You add a step that deletes the manager using the `deleteManagers` method of the module's main service. In the compensation function, you create the manager again. - -Next, in the same file, add the workflow that deletes a manager: - -```ts title="src/workflows/delete-manager.ts" collapsibleLines="1-15" expandButtonLabel="Show Imports" highlights={deleteHighlights} -// other imports -import { MedusaError } from "@medusajs/framework/utils" -import { - WorkflowData, - WorkflowResponse, - createWorkflow, - transform, -} from "@medusajs/framework/workflows-sdk" -import { - setAuthAppMetadataStep, - useQueryGraphStep, -} from "@medusajs/medusa/core-flows" - -// ... - -export const deleteManagerWorkflow = createWorkflow( - "delete-manager", - ( - input: WorkflowData - ): WorkflowResponse => { - deleteManagerStep(input) - - const { data: authIdentities } = useQueryGraphStep({ - entity: "auth_identity", - fields: ["id"], - filters: { - app_metadata: { - // the ID is of the format `{actor_type}_id`. - manager_id: input.id, - }, - }, - }) - - const authIdentity = transform( - { authIdentities }, - ({ authIdentities }) => { - const authIdentity = authIdentities[0] - - if (!authIdentity) { - throw new MedusaError( - MedusaError.Types.NOT_FOUND, - "Auth identity not found" - ) - } - - return authIdentity - } - ) - - setAuthAppMetadataStep({ - authIdentityId: authIdentity.id, - actorType: "manager", - value: null, - }) - - return new WorkflowResponse(input.id) - } -) -``` - -In the workflow, you: - -1. Use the `deleteManagerStep` defined earlier to delete the manager. -2. Retrieve the auth identity of the manager using Query. To do that, you filter the `app_metadata` property of an auth identity, which holds the user's ID under `{actor_type_name}_id`. So, in this case, it's `manager_id`. -3. Check that the auth identity exist, then, update the auth identity to remove the ID of the manager from it. - -You can use this workflow when deleting a manager, such as in an API route. - - -# How to Handle Password Reset Token Event - -In this guide, you'll learn how to handle the `auth.password_reset` event, which is emitted when a request is sent to the [Generate Reset Password Token API route](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#generate-reset-password-token-route/index.html.md). - -Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/reset-password/index.html.md) to learn how to reset your user admin password using the dashboard. - -You'll create a subscriber that listens to the event. When the event is emitted, the subscriber sends an email notification to the user. - -### Prerequisites - -- [A notification provider module, such as SendGrid](https://docs.medusajs.com/infrastructure-modules/notification/sendgrid/index.html.md) - -## 1. Create Subscriber - -The first step is to create a subscriber that listens to the `auth.password_reset` and sends the user a notification with instructions to reset their password. - -Create the file `src/subscribers/handle-reset.ts` with the following content: - -```ts title="src/subscribers/handle-reset.ts" highlights={highlights} collapsibleLines="1-6" expandMoreLabel="Show Imports" -import { - SubscriberArgs, - type SubscriberConfig, -} from "@medusajs/medusa" -import { Modules } from "@medusajs/framework/utils" - -export default async function resetPasswordTokenHandler({ - event: { data: { - entity_id: email, - token, - actor_type, - } }, - container, -}: SubscriberArgs<{ entity_id: string, token: string, actor_type: string }>) { - const notificationModuleService = container.resolve( - Modules.NOTIFICATION - ) - - const urlPrefix = actor_type === "customer" ? - "https://storefront.com" : - "https://admin.com/app" - - await notificationModuleService.createNotifications({ - to: email, - channel: "email", - template: "reset-password-template", - data: { - // a URL to a frontend application - url: `${urlPrefix}/reset-password?token=${token}&email=${email}`, - }, - }) -} - -export const config: SubscriberConfig = { - event: "auth.password_reset", -} -``` - -You subscribe to the `auth.password_reset` event. The event has a data payload object with the following properties: - -- `entity_id`: The identifier of the user. When using the `emailpass` provider, it's the user's email. -- `token`: The token to reset the user's password. -- `actor_type`: The user's actor type. For example, if the user is a customer, the `actor_type` is `customer`. If it's an admin user, the `actor_type` is `user`. - -This event's payload previously had an `actorType` field. It was renamed to `actor_type` after [Medusa v2.0.7](https://github.com/medusajs/medusa/releases/tag/v2.0.7). - -In the subscriber, you: - -- Decide the frontend URL based on whether the user is a customer or admin user by checking the value of `actor_type`. -- Resolve the Notification Module and use its `createNotifications` method to send the notification. -- You pass to the `createNotifications` method an object having the following properties: - - `to`: The identifier to send the notification to, which in this case is the email. - - `channel`: The channel to send the notification through, which in this case is email. - - `template`: The template ID in the third-party service. - - `data`: The data payload to pass to the template. You pass the URL to redirect the user to. You must pass the token and email in the URL so that the frontend can send them later to the Medusa application when reseting the password. - -*** - -## 2. Test it Out: Generate Reset Password Token - -To test the subscriber out, send a request to the `/auth/{actor_type}/{auth_provider}/reset-password` API route, replacing `{actor_type}` and `{auth_provider}` with the user's actor type and provider used for authentication respectively. - -For example, to generate a reset password token for an admin user using the `emailpass` provider, send the following request: - -```bash -curl --location 'http://localhost:9000/auth/user/emailpass/reset-password' \ ---header 'Content-Type: application/json' \ ---data-raw '{ - "identifier": "admin-test@gmail.com" -}' -``` - -In the request body, you must pass an `identifier` parameter. Its value is the user's identifier, which is the email in this case. - -If the token is generated successfully, the request returns a response with `201` status code. In the terminal, you'll find the following message indicating that the `auth.password_reset` event was emitted and your subscriber ran: - -```plain -info: Processing auth.password_reset which has 1 subscribers -``` - -The notification is sent to the user with the frontend URL to enter a new password. - -*** - -## Next Steps: Implementing Frontend - -In your frontend, you must have a page that accepts `token` and `email` query parameters. - -The page shows the user password fields to enter their new password, then submits the new password, token, and email to the [Reset Password Route](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#reset-password-route/index.html.md). - -### Examples - -- [Storefront Guide: Reset Customer Password](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/reset-password/index.html.md) - - -# Auth Module Options - -In this document, you'll learn about the options of the Auth Module. - -## providers - -The `providers` option is an array of auth module providers. - -When the Medusa application starts, these providers are registered and can be used to handle authentication. - -By default, the `emailpass` provider is registered to authenticate customers and admin users. - -For example: - -```ts title="medusa-config.ts" -import { Modules, ContainerRegistrationKeys } from "@medusajs/framework/utils" - -// ... - -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "@medusajs/medusa/auth", - dependencies: [Modules.CACHE, ContainerRegistrationKeys.LOGGER], - options: { - providers: [ - { - resolve: "@medusajs/medusa/auth-emailpass", - id: "emailpass", - options: { - // provider 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. - -*** - -## Auth CORS - -The Medusa application's authentication API routes are defined under the `/auth` prefix that requires setting the `authCors` property of the `http` configuration. - -By default, the Medusa application you created will have an `AUTH_CORS` environment variable, which is used as the value of `authCors`. - -Refer to [Medusa's configuration guide](https://docs.medusajs.com/docs/learn/configurations/medusa-config#httpauthCors/index.html.md) to learn more about the `authCors` configuration. - -*** - -## authMethodsPerActor Configuration - -The Medusa application's configuration accept an `authMethodsPerActor` configuration which restricts the allowed auth providers used with an actor type. - -Learn more about the `authMethodsPerActor` configuration in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers#configure-allowed-auth-providers-of-actor-types/index.html.md). - - # Links between Currency Module and Other Modules This document showcases the module links defined between the Currency Module and other Commerce Modules. @@ -22916,204 +21674,694 @@ await cartModuleService.setLineItemTaxLines( ``` -# Customer Accounts +# Auth Identity and Actor Types -In this document, you’ll learn how registered and unregistered accounts are distinguished in the Medusa application. +In this document, you’ll learn about concepts related to identity and actors in the Auth Module. -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. +## What is an Auth Identity? -## `has_account` Property +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`. -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`. +Then, when the user logs-in in the future with the same authentication provider, the associated auth identity is used to validate their credentials. *** -## Email Uniqueness +## Actor Types -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. +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). -So, there can only be one guest customer (having `has_account=false`) and one registered customer (having `has_account=true`) with the same email. +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: -# 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 - many-to-many|| -| in ||Read-only - has one|| -| in ||Read-only - has one|| - -*** - -## 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_holder_link.account_holder.*", - ], -}) - -// customers[0].account_holder_link?.[0]?.account_holder +```json +{ + "app_metadata": { + "customer_id": "cus_123" + } +} ``` -### useQueryGraphStep +The ID of the user is stored in the key `{actor_type}_id` of the `app_metadata` property. -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" +*** + +## 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. + + +# How to Create an Actor Type + +In this document, learn how to create an actor type and authenticate its associated data model. + +## 0. Create Module with Data Model + +Before creating an actor type, you must have a module with a data model representing the actor type. + +Learn how to create a module in [this guide](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md). + +The rest of this guide uses this `Manager` data model as an example: + +```ts title="src/modules/manager/models/manager.ts" +import { model } from "@medusajs/framework/utils" + +const Manager = model.define("manager", { + id: model.id().primaryKey(), + firstName: model.text(), + lastName: model.text(), + email: model.text(), +}) + +export default Manager +``` + +*** + +## 1. Create Workflow + +Start by creating a workflow that does two things: + +- Creates a record of the `Manager` data model. +- Sets the `app_metadata` property of the associated `AuthIdentity` record based on the new actor type. + +For example, create the file `src/workflows/create-manager.ts`. with the following content: + +```ts title="src/workflows/create-manager.ts" highlights={workflowHighlights} +import { + createWorkflow, + createStep, + StepResponse, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" +import { + setAuthAppMetadataStep, +} from "@medusajs/medusa/core-flows" +import ManagerModuleService from "../modules/manager/service" + +type CreateManagerWorkflowInput = { + manager: { + first_name: string + last_name: string + email: string + } + authIdentityId: string +} + +const createManagerStep = createStep( + "create-manager-step", + async ({ + manager: managerData, + }: Pick, + { container }) => { + const managerModuleService: ManagerModuleService = + container.resolve("managerModuleService") + + const manager = await managerModuleService.createManager( + managerData + ) + + return new StepResponse(manager) + } +) + +const createManagerWorkflow = createWorkflow( + "create-manager", + function (input: CreateManagerWorkflowInput) { + const manager = createManagerStep({ + manager: input.manager, + }) + + setAuthAppMetadataStep({ + authIdentityId: input.authIdentityId, + actorType: "manager", + value: manager.id, + }) + + return new WorkflowResponse(manager) + } +) + +export default createManagerWorkflow +``` + +This workflow accepts the manager’s data and the associated auth identity’s ID as inputs. The next sections explain how the auth identity ID is retrieved. + +The workflow has two steps: + +1. Create the manager using the `createManagerStep`. +2. Set the `app_metadata` property of the associated auth identity using the `setAuthAppMetadataStep` from Medusa's core workflows. You specify the actor type `manager` in the `actorType` property of the step’s input. + +*** + +## 2. Define the Create API Route + +Next, you’ll use the workflow defined in the previous section in an API route that creates a manager. + +So, create the file `src/api/manager/route.ts` with the following content: + +```ts title="src/api/manager/route.ts" highlights={createRouteHighlights} +import type { + AuthenticatedMedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import { MedusaError } from "@medusajs/framework/utils" +import createManagerWorkflow from "../../workflows/create-manager" + +type RequestBody = { + first_name: string + last_name: string + email: string +} + +export async function POST( + req: AuthenticatedMedusaRequest, + res: MedusaResponse +) { + // If `actor_id` is present, the request carries + // authentication for an existing manager + if (req.auth_context.actor_id) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Request already authenticated as a manager." + ) + } + + const { result } = await createManagerWorkflow(req.scope) + .run({ + input: { + manager: req.body, + authIdentityId: req.auth_context.auth_identity_id, + }, + }) + + res.status(200).json({ manager: result }) +} +``` + +Since the manager must be associated with an `AuthIdentity` record, the request is expected to be authenticated, even if the manager isn’t created yet. This can be achieved by: + +1. Obtaining a token usng the [/auth route](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route/index.html.md). +2. Passing the token in the bearer header of the request to this route. + +In the API route, you create the manager using the workflow from the previous section and return it in the response. + +*** + +## 3. Apply the `authenticate` Middleware + +The last step is to apply the `authenticate` middleware on the API routes that require a manager’s authentication. + +To do that, create the file `src/api/middlewares.ts` with the following content: + +```ts title="src/api/middlewares.ts" highlights={middlewareHighlights} +import { + defineMiddlewares, + authenticate, +} from "@medusajs/framework/http" + +export default defineMiddlewares({ + routes: [ + { + matcher: "/manager", + method: "POST", + middlewares: [ + authenticate("manager", ["session", "bearer"], { + allowUnregistered: true, + }), + ], + }, + { + matcher: "/manager/me*", + middlewares: [ + authenticate("manager", ["session", "bearer"]), + ], + }, + ], +}) +``` + +This applies middlewares on two route patterns: + +1. The `authenticate` middleware is applied on the `/manager` API route for `POST` requests while allowing unregistered managers. This requires that a bearer token be passed in the request to access the manager’s auth identity but doesn’t require the manager to be registered. +2. The `authenticate` middleware is applied on all routes starting with `/manager/me`, restricting these routes to authenticated managers only. + +### Retrieve Manager API Route + +For example, create the file `src/api/manager/me/route.ts` with the following content: + +```ts title="src/api/manager/me/route.ts" +import { + AuthenticatedMedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import ManagerModuleService from "../../../modules/manager/service" + +export async function GET( + req: AuthenticatedMedusaRequest, + res: MedusaResponse +): Promise { + const managerModuleService: ManagerModuleService = + req.scope.resolve("managerModuleService") + + const manager = await managerModuleService.retrieveManager( + req.auth_context.actor_id + ) + + res.json({ manager }) +} +``` + +This route is only accessible by authenticated managers. You access the manager’s ID using `req.auth_context.actor_id`. + +*** + +## Test Custom Actor Type Authentication Flow + +To authenticate managers: + +1. Send a `POST` request to `/auth/manager/emailpass/register` to create an auth identity for the manager: + +```bash +curl -X POST 'http://localhost:9000/auth/manager/emailpass/register' \ +-H 'Content-Type: application/json' \ +--data-raw '{ + "email": "manager@gmail.com", + "password": "supersecret" +}' +``` + +Copy the returned token to use it in the next request. + +2. Send a `POST` request to `/manager` to create a manager: + +```bash +curl -X POST 'http://localhost:9000/manager' \ +-H 'Content-Type: application/json' \ +-H 'Authorization: Bearer {token}' \ +--data-raw '{ + "first_name": "John", + "last_name": "Doe", + "email": "manager@gmail.com" +}' +``` + +Replace `{token}` with the token returned in the previous step. + +3. Send a `POST` request to `/auth/manager/emailpass` again to retrieve an authenticated token for the manager: + +```bash +curl -X POST 'http://localhost:9000/auth/manager/emailpass' \ +-H 'Content-Type: application/json' \ +--data-raw '{ + "email": "manager@gmail.com", + "password": "supersecret" +}' +``` + +4. You can now send authenticated requests as a manager. For example, send a `GET` request to `/manager/me` to retrieve the authenticated manager’s details: + +```bash +curl 'http://localhost:9000/manager/me' \ +-H 'Authorization: Bearer {token}' +``` + +Whenever you want to log in as a manager, use the `/auth/manager/emailpass` API route, as explained in step 3. + +*** + +## Delete User of Actor Type + +When you delete a user of the actor type, you must update its auth identity to remove the association to the user. + +For example, create the following workflow that deletes a manager and updates its auth identity, create the file `src/workflows/delete-manager.ts` with the following content: + +```ts title="src/workflows/delete-manager.ts" collapsibleLines="1-6" expandButtonLabel="Show Imports" +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import ManagerModuleService from "../modules/manager/service" + +export type DeleteManagerWorkflow = { + id: string +} + +const deleteManagerStep = createStep( + "delete-manager-step", + async ( + { id }: DeleteManagerWorkflow, + { container }) => { + const managerModuleService: ManagerModuleService = + container.resolve("managerModuleService") + + const manager = await managerModuleService.retrieve(id) + + await managerModuleService.deleteManagers(id) + + return new StepResponse(undefined, { manager }) + }, + async ({ manager }, { container }) => { + const managerModuleService: ManagerModuleService = + container.resolve("managerModuleService") + + await managerModuleService.createManagers(manager) + } + ) +``` + +You add a step that deletes the manager using the `deleteManagers` method of the module's main service. In the compensation function, you create the manager again. + +Next, in the same file, add the workflow that deletes a manager: + +```ts title="src/workflows/delete-manager.ts" collapsibleLines="1-15" expandButtonLabel="Show Imports" highlights={deleteHighlights} +// other imports +import { MedusaError } from "@medusajs/framework/utils" +import { + WorkflowData, + WorkflowResponse, + createWorkflow, + transform, +} from "@medusajs/framework/workflows-sdk" +import { + setAuthAppMetadataStep, + useQueryGraphStep, +} from "@medusajs/medusa/core-flows" // ... -const { data: customers } = useQueryGraphStep({ - entity: "customer", - fields: [ - "account_holder_link.account_holder.*", - ], -}) +export const deleteManagerWorkflow = createWorkflow( + "delete-manager", + ( + input: WorkflowData + ): WorkflowResponse => { + deleteManagerStep(input) -// customers[0].account_holder_link?.[0]?.account_holder + const { data: authIdentities } = useQueryGraphStep({ + entity: "auth_identity", + fields: ["id"], + filters: { + app_metadata: { + // the ID is of the format `{actor_type}_id`. + manager_id: input.id, + }, + }, + }) + + const authIdentity = transform( + { authIdentities }, + ({ authIdentities }) => { + const authIdentity = authIdentities[0] + + if (!authIdentity) { + throw new MedusaError( + MedusaError.Types.NOT_FOUND, + "Auth identity not found" + ) + } + + return authIdentity + } + ) + + setAuthAppMetadataStep({ + authIdentityId: authIdentity.id, + actorType: "manager", + value: null, + }) + + return new WorkflowResponse(input.id) + } +) ``` -### Manage with Link +In the workflow, you: -To manage the account holders of a customer, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): +1. Use the `deleteManagerStep` defined earlier to delete the manager. +2. Retrieve the auth identity of the manager using Query. To do that, you filter the `app_metadata` property of an auth identity, which holds the user's ID under `{actor_type_name}_id`. So, in this case, it's `manager_id`. +3. Check that the auth identity exist, then, update the auth identity to remove the ID of the manager from it. -### link.create +You can use this workflow when deleting a manager, such as in an API route. -```ts + +# Auth Module Options + +In this document, you'll learn about the options of the Auth Module. + +## providers + +The `providers` option is an array of auth module providers. + +When the Medusa application starts, these providers are registered and can be used to handle authentication. + +By default, the `emailpass` provider is registered to authenticate customers and admin users. + +For example: + +```ts title="medusa-config.ts" +import { Modules, ContainerRegistrationKeys } from "@medusajs/framework/utils" + +// ... + +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "@medusajs/medusa/auth", + dependencies: [Modules.CACHE, ContainerRegistrationKeys.LOGGER], + options: { + providers: [ + { + resolve: "@medusajs/medusa/auth-emailpass", + id: "emailpass", + options: { + // provider 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. + +*** + +## Auth CORS + +The Medusa application's authentication API routes are defined under the `/auth` prefix that requires setting the `authCors` property of the `http` configuration. + +By default, the Medusa application you created will have an `AUTH_CORS` environment variable, which is used as the value of `authCors`. + +Refer to [Medusa's configuration guide](https://docs.medusajs.com/docs/learn/configurations/medusa-config#httpauthCors/index.html.md) to learn more about the `authCors` configuration. + +*** + +## authMethodsPerActor Configuration + +The Medusa application's configuration accept an `authMethodsPerActor` configuration which restricts the allowed auth providers used with an actor type. + +Learn more about the `authMethodsPerActor` configuration in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers#configure-allowed-auth-providers-of-actor-types/index.html.md). + + +# How to Handle Password Reset Token Event + +In this guide, you'll learn how to handle the `auth.password_reset` event, which is emitted when a request is sent to the [Generate Reset Password Token API route](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#generate-reset-password-token-route/index.html.md). + +Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/reset-password/index.html.md) to learn how to reset your user admin password using the dashboard. + +You'll create a subscriber that listens to the event. When the event is emitted, the subscriber sends an email notification to the user. + +### Prerequisites + +- [A notification provider module, such as SendGrid](https://docs.medusajs.com/infrastructure-modules/notification/sendgrid/index.html.md) + +## 1. Create Subscriber + +The first step is to create a subscriber that listens to the `auth.password_reset` and sends the user a notification with instructions to reset their password. + +Create the file `src/subscribers/handle-reset.ts` with the following content: + +```ts title="src/subscribers/handle-reset.ts" highlights={highlights} collapsibleLines="1-6" expandMoreLabel="Show Imports" +import { + SubscriberArgs, + type SubscriberConfig, +} from "@medusajs/medusa" import { Modules } from "@medusajs/framework/utils" -// ... +export default async function resetPasswordTokenHandler({ + event: { data: { + entity_id: email, + token, + actor_type, + } }, + container, +}: SubscriberArgs<{ entity_id: string, token: string, actor_type: string }>) { + const notificationModuleService = container.resolve( + Modules.NOTIFICATION + ) -await link.create({ - [Modules.CUSTOMER]: { - customer_id: "cus_123", - }, - [Modules.PAYMENT]: { - account_holder_id: "acchld_123", - }, -}) + const urlPrefix = actor_type === "customer" ? + "https://storefront.com" : + "https://admin.com/app" + + await notificationModuleService.createNotifications({ + to: email, + channel: "email", + template: "reset-password-template", + data: { + // a URL to a frontend application + url: `${urlPrefix}/reset-password?token=${token}&email=${email}`, + }, + }) +} + +export const config: SubscriberConfig = { + event: "auth.password_reset", +} ``` -### createRemoteLinkStep +You subscribe to the `auth.password_reset` event. The event has a data payload object with the following properties: -```ts -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" +- `entity_id`: The identifier of the user. When using the `emailpass` provider, it's the user's email. +- `token`: The token to reset the user's password. +- `actor_type`: The user's actor type. For example, if the user is a customer, the `actor_type` is `customer`. If it's an admin user, the `actor_type` is `user`. -// ... +This event's payload previously had an `actorType` field. It was renamed to `actor_type` after [Medusa v2.0.7](https://github.com/medusajs/medusa/releases/tag/v2.0.7). -createRemoteLinkStep({ - [Modules.CUSTOMER]: { - customer_id: "cus_123", - }, - [Modules.PAYMENT]: { - account_holder_id: "acchld_123", - }, -}) -``` +In the subscriber, you: + +- Decide the frontend URL based on whether the user is a customer or admin user by checking the value of `actor_type`. +- Resolve the Notification Module and use its `createNotifications` method to send the notification. +- You pass to the `createNotifications` method an object having the following properties: + - `to`: The identifier to send the notification to, which in this case is the email. + - `channel`: The channel to send the notification through, which in this case is email. + - `template`: The template ID in the third-party service. + - `data`: The data payload to pass to the template. You pass the URL to redirect the user to. You must pass the token and email in the URL so that the frontend can send them later to the Medusa application when reseting the password. *** -## Cart Module +## 2. Test it Out: Generate Reset Password Token -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. +To test the subscriber out, send a request to the `/auth/{actor_type}/{auth_provider}/reset-password` API route, replacing `{actor_type}` and `{auth_provider}` with the user's actor type and provider used for authentication respectively. -### Retrieve with Query +For example, to generate a reset password token for an admin user using the `emailpass` provider, send the following request: -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 +```bash +curl --location 'http://localhost:9000/auth/user/emailpass/reset-password' \ +--header 'Content-Type: application/json' \ +--data-raw '{ + "identifier": "admin-test@gmail.com" +}' ``` -### useQueryGraphStep +In the request body, you must pass an `identifier` parameter. Its value is the user's identifier, which is the email in this case. -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" +If the token is generated successfully, the request returns a response with `201` status code. In the terminal, you'll find the following message indicating that the `auth.password_reset` event was emitted and your subscriber ran: -// ... - -const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields: [ - "customer.*", - ], -}) - -// carts.customer +```plain +info: Processing auth.password_reset which has 1 subscribers ``` +The notification is sent to the user with the frontend URL to enter a new password. + *** -## Order Module +## Next Steps: Implementing Frontend -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. +In your frontend, you must have a page that accepts `token` and `email` query parameters. -### Retrieve with Query +The page shows the user password fields to enter their new password, then submits the new password, token, and email to the [Reset Password Route](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#reset-password-route/index.html.md). -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`: +### Examples -### 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 -``` +- [Storefront Guide: Reset Customer Password](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/reset-password/index.html.md) # Fulfillment Concepts @@ -23713,6 +22961,613 @@ When fulfilling an item, you might use a third-party fulfillment provider that r The `ShippingOption` data model has a `data` property. It's an object that stores custom data relevant later when creating and processing a fulfillment. +# 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. + +## Authentication Methods + +### Register + +The [register method of the Auth Module's main service](https://docs.medusajs.com/references/auth/register/index.html.md) creates an auth identity that can be authenticated later. + +For example: + +```ts +const data = await authModuleService.register( + "emailpass", + // passed to auth provider + { + // ... + } +) +``` + +This method calls the `register` method of the provider specified in the first parameter and returns its data. + +### Authenticate + +To authenticate a user, you use the [authenticate method of the Auth Module's main service](https://docs.medusajs.com/references/auth/authenticate/index.html.md). For example: + +```ts +const data = await authModuleService.authenticate( + "emailpass", + // passed to auth provider + { + // ... + } +) +``` + +This method calls the `authenticate` method of the provider specified in the first parameter and returns its data. + +*** + +## Auth Flow 1: Basic Authentication + +The basic authentication flow requires first using the `register` method, then the `authenticate` method: + +```ts +const { success, authIdentity, error } = await authModuleService.register( + "emailpass", + // passed to auth provider + { + // ... + } +) + +if (error) { + // registration failed + // TODO return an error + return +} + +// later (can be another route for log-in) +const { success, authIdentity, location } = await authModuleService.authenticate( + "emailpass", + // passed to auth provider + { + // ... + } +) + +if (success && !location) { + // user is authenticated +} +``` + +If `success` is true and `location` isn't set, the user is authenticated successfully, and their authentication details are available within the `authIdentity` object. + +The next section explains the flow if `location` is set. + +Check out the [AuthIdentity](https://docs.medusajs.com/references/auth/models/AuthIdentity/index.html.md) reference for the received properties in `authIdentity`. + +![Diagram showcasing the basic authentication flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1711373749/Medusa%20Resources/basic-auth_lgpqsj.jpg) + +### Auth Identity with Same Identifier + +If an auth identity, such as a `customer`, tries to register with an email of another auth identity, the `register` method returns an error. This can happen either if another customer is using the same email, or an admin user has the same email. + +There are two ways to handle this: + +- Consider the customer authenticated if the `authenticate` method validates that the email and password are correct. This allows admin users, for example, to authenticate as customers. +- Return an error message to the customer, informing them that the email is already in use. + +*** + +## Auth Flow 2: Third-Party Service Authentication + +The third-party service authentication method requires using the `authenticate` method first: + +```ts +const { success, authIdentity, location } = await authModuleService.authenticate( + "google", + // passed to auth provider + { + // ... + } +) + +if (location) { + // return the location for the front-end to redirect to +} + +if (!success) { + // authentication failed +} + +// authentication successful +``` + +If the `authenticate` method returns a `location` property, the authentication process requires the user to perform an action with a third-party service. So, you return the `location` to the front-end or client to redirect to that URL. + +For example, when using the `google` provider, the `location` is the URL that the user is navigated to login. + +![Diagram showcasing the first part of the third-party authentication flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1711374847/Medusa%20Resources/third-party-auth-1_enyedy.jpg) + +### Overriding Callback URL + +The Google and GitHub providers allow you to override their `callbackUrl` option during authentication. This is useful when you redirect the user after authentication to a URL based on its actor type. For example, you redirect admin users and customers to different pages. + +```ts +const { success, authIdentity, location } = await authModuleService.authenticate( + "google", + // passed to auth provider + { + // ... + callback_url: "example.com", + } +) +``` + +### validateCallback + +Providers handling this authentication flow must implement the `validateCallback` method. It implements the logic to validate the authentication with the third-party service. + +So, once the user performs the required action with the third-party service (for example, log-in with Google), the frontend must redirect to an API route that uses the [validateCallback method of the Auth Module's main service](https://docs.medusajs.com/references/auth/validateCallback/index.html.md). + +The method calls the specified provider’s `validateCallback` method passing it the authentication details it received in the second parameter: + +```ts +const { success, authIdentity } = await authModuleService.validateCallback( + "google", + // passed to auth provider + { + // request data, such as + url, + headers, + query, + body, + protocol, + } +) + +if (success) { + // authentication succeeded +} +``` + +For providers like Google, the `query` object contains the query parameters from the original callback URL, such as the `code` and `state` parameters. + +If the returned `success` property is `true`, the authentication with the third-party provider was successful. + +![Diagram showcasing the second part of the third-party authentication flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1711375123/Medusa%20Resources/third-party-auth-2_kmjxju.jpg) + +*** + +## Reset Password + +To update a user's password or other authentication details, use the `updateProvider` method of the Auth Module's main service. It calls the `update` method of the specified authentication provider. + +For example: + +```ts +const { success } = await authModuleService.updateProvider( + "emailpass", + // passed to the auth provider + { + entity_id: "user@example.com", + password: "supersecret", + } +) + +if (success) { + // password reset successfully +} +``` + +The method accepts as a first parameter the ID of the provider, and as a second parameter the data necessary to reset the password. + +In the example above, you use the `emailpass` provider, so you have to pass an object having an `email` and `password` properties. + +If the returned `success` property is `true`, the password has reset successfully. + + +# 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. + +These routes are added by Medusa's HTTP layer, not the Auth Module. + +## Types of Authentication Flows + +### 1. Basic Authentication Flow + +This authentication flow doesn't require validation with third-party services. + +[How to register customer in storefront using basic authentication flow](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/register/index.html.md). + +The steps are: + +![Diagram showcasing the basic authentication flow between the frontend and the Medusa application](https://res.cloudinary.com/dza7lstvk/image/upload/v1725539370/Medusa%20Resources/basic-auth-routes_pgpjch.jpg) + +1. Register the user with the [Register Route](#register-route). +2. Use the authentication token to create the user with their respective API route. + - For example, for customers you would use the [Create Customer API route](https://docs.medusajs.com/api/store#customers_postcustomers). + - For admin users, you accept an invite using the [Accept Invite API route](https://docs.medusajs.com/api/admin#invites_postinvitesaccept) +3. Authenticate the user with the [Auth Route](#login-route). + +After registration, you only use the [Auth Route](#login-route) for subsequent authentication. + +To handle errors related to existing identities, refer to [this section](#handling-existing-identities). + +### 2. Third-Party Service Authenticate Flow + +This authentication flow authenticates the user with a third-party service, such as Google. + +[How to authenticate customer with a third-party provider in the storefront.](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/third-party-login/index.html.md). + +It requires the following steps: + +![Diagram showcasing the authentication flow between the frontend, Medusa application, and third-party service](https://res.cloudinary.com/dza7lstvk/image/upload/v1725528159/Medusa%20Resources/Third_Party_Auth_tvf4ng.jpg) + +1. Authenticate the user with the [Auth Route](#login-route). +2. The auth route returns a URL to authenticate with third-party service, such as login with Google. The frontend (such as a storefront), when it receives a `location` property in the response, must redirect to the returned location. +3. Once the authentication with the third-party service finishes, it redirects back to the frontend with a `code` query parameter. So, make sure your third-party service is configured to redirect to your frontend page after successful authentication. +4. The frontend sends a request to the [Validate Callback Route](#validate-callback-route) passing it the query parameters received from the third-party service, such as the `code` and `state` query parameters. +5. If the callback validation is successful, the frontend receives the authentication token. +6. Decode the received token in the frontend using tools like [react-jwt](https://www.npmjs.com/package/react-jwt). + - If the decoded data has an `actor_id` property, then the user is already registered. So, use this token for subsequent authenticated requests. + - If not, follow the rest of the steps. +7. The frontend uses the authentication token to create the user with their respective API route. + - For example, for customers you would use the [Create Customer API route](https://docs.medusajs.com/api/store#customers_postcustomers). + - For admin users, you accept an invite using the [Accept Invite API route](https://docs.medusajs.com/api/admin#invites_postinvitesaccept) +8. The frontend sends a request to the [Refresh Token Route](#refresh-token-route) to retrieve a new token with the user information populated. + +*** + +## Register Route + +The Medusa application defines an API route at `/auth/{actor_type}/{provider}/register` that creates an auth identity for an actor type, such as a `customer`. It returns a JWT token that you pass to an API route that creates the user. + +```bash +curl -X POST http://localhost:9000/auth/{actor_type}/{providers}/register +-H 'Content-Type: application/json' \ +--data-raw '{ + "email": "Whitney_Schultz@gmail.com" + // ... +}' +``` + +This API route is useful for providers like `emailpass` that uses custom logic to authenticate a user. For authentication providers that authenticate with third-party services, such as Google, use the [Auth Route](#login-route) instead. + +For example, if you're registering a customer, you: + +1. Send a request to `/auth/customer/emailpass/register` to retrieve the registration JWT token. +2. Send a request to the [Create Customer API route](https://docs.medusajs.com/api/store#customers_postcustomers) to create the customer, passing the [JWT token in the header](https://docs.medusajs.com/api/store#authentication). + +### Path Parameters + +Its path parameters are: + +- `{actor_type}`: the actor type of the user you're authenticating. For example, `customer`. +- `{provider}`: the auth provider to handle the authentication. For example, `emailpass`. + +### Request Body Parameters + +This route accepts in the request body the data that the specified authentication provider requires to handle authentication. + +For example, the EmailPass provider requires an `email` and `password` fields in the request body. + +### Response Fields + +If the authentication is successful, you'll receive a `token` field in the response body object: + +```json +{ + "token": "..." +} +``` + +Use that token in the header of subsequent requests to send authenticated requests. + +### Handling Existing Identities + +An auth identity with the same email may already exist in Medusa. This can happen if: + +- Another actor type is using that email. For example, an admin user is trying to register as a customer. +- The same email belongs to a record of the same actor type. For example, another customer has the same email. + +In these scenarios, the Register Route will return an error instead of a token: + +```json +{ + "type": "unauthorized", + "message": "Identity with email already exists" +} +``` + +To handle these scenarios, you can use the [Login Route](#login-route) to validate that the email and password match the existing identity. If so, you can allow the admin user, for example, to register as a customer. + +Otherwise, if the email and password don't match the existing identity, such as when the email belongs to another customer, the [Login Route](#login-route) returns an error: + +```json +{ + "type": "unauthorized", + "message": "Invalid email or password" +} +``` + +You can show that error message to the customer. + +*** + +## Login Route + +The Medusa application defines an API route at `/auth/{actor_type}/{provider}` that authenticates a user of an actor type. It returns a JWT token that can be passed in [the header of subsequent requests](https://docs.medusajs.com/api/store#authentication) to send authenticated requests. + +```bash +curl -X POST http://localhost:9000/auth/{actor_type}/{providers} +-H 'Content-Type: application/json' \ +--data-raw '{ + "email": "Whitney_Schultz@gmail.com" + // ... +}' +``` + +For example, if you're authenticating a customer, you send a request to `/auth/customer/emailpass`. + +### Path Parameters + +Its path parameters are: + +- `{actor_type}`: the actor type of the user you're authenticating. For example, `customer`. +- `{provider}`: the auth provider to handle the authentication. For example, `emailpass`. + +### Request Body Parameters + +This route accepts in the request body the data that the specified authentication provider requires to handle authentication. + +For example, the EmailPass provider requires an `email` and `password` fields in the request body. + +#### Overriding Callback URL + +For the [GitHub](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers/github/index.html.md) and [Google](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/auth-providers/google/index.html.md) providers, you can pass a `callback_url` body parameter that overrides the `callbackUrl` set in the provider's configurations. + +This is useful if you want to redirect the user to a different URL after authentication based on their actor type. For example, you can set different `callback_url` for admin users and customers. + +### Response Fields + +If the authentication is successful, you'll receive a `token` field in the response body object: + +```json +{ + "token": "..." +} +``` + +Use that token in the header of subsequent requests to send authenticated requests. + +If the authentication requires more action with a third-party service, you'll receive a `location` property: + +```json +{ + "location": "https://..." +} +``` + +Redirect to that URL in the frontend to continue the authentication process with the third-party service. + +[How to login Customers using the authentication route](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/login/index.html.md). + +*** + +## Validate Callback Route + +The Medusa application defines an API route at `/auth/{actor_type}/{provider}/callback` that's useful for validating the authentication callback or redirect from third-party services like Google. + +```bash +curl -X POST http://localhost:9000/auth/{actor_type}/{providers}/callback?code=123&state=456 +``` + +Refer to the [third-party authentication flow](#2-third-party-service-authenticate-flow) section to see how this route fits into the authentication flow. + +### Path Parameters + +Its path parameters are: + +- `{actor_type}`: the actor type of the user you're authenticating. For example, `customer`. +- `{provider}`: the auth provider to handle the authentication. For example, `google`. + +### Query Parameters + +This route accepts all the query parameters that the third-party service sends to the frontend after the user completes the authentication process, such as the `code` and `state` query parameters. + +### Response Fields + +If the authentication is successful, you'll receive a `token` field in the response body object: + +```json +{ + "token": "..." +} +``` + +In your frontend, decode the token using tools like [react-jwt](https://www.npmjs.com/package/react-jwt): + +- If the decoded data has an `actor_id` property, the user is already registered. So, use this token for subsequent authenticated requests. +- If not, use the token in the header of a request that creates the user, such as the [Create Customer API route](https://docs.medusajs.com/api/store#customers_postcustomers). + +*** + +## Refresh Token Route + +The Medusa application defines an API route at `/auth/token/refresh` that's useful after authenticating a user with a third-party service to populate the user's token with their new information. + +It requires the user's JWT token that they received from the authentication or callback routes. + +```bash +curl -X POST http://localhost:9000/auth/token/refresh \ +-H 'Authorization: Bearer {token}' +``` + +### Response Fields + +If the token was refreshed successfully, you'll receive a `token` field in the response body object: + +```json +{ + "token": "..." +} +``` + +Use that token in the header of subsequent requests to send authenticated requests. + +*** + +## Reset Password Routes + +To reset a user's password: + +1. Generate a token using the [Generate Reset Password Token API route](#generate-reset-password-token-route). + - The API route emits the `auth.password_reset` event, passing the token in the payload. + - You can create a subscriber, as seen in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/reset-password/index.html.md), that listens to the event and send a notification to the user. +2. Pass the token to the [Reset Password API route](#reset-password-route) to reset the password. + - The URL in the user's notification should direct them to a frontend URL, which sends a request to this route. + +[Storefront Development: How to Reset a Customer's Password.](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/reset-password/index.html.md) + +### Generate Reset Password Token Route + +The Medusa application defines an API route at `/auth/{actor_type}/{auth_provider}/reset-password` that emits the `auth.password_reset` event, passing the token in the payload. + +```bash +curl -X POST http://localhost:9000/auth/{actor_type}/{providers}/reset-password +-H 'Content-Type: application/json' \ +--data-raw '{ + "identifier": "Whitney_Schultz@gmail.com" +}' +``` + +This API route is useful for providers like `emailpass` that store a user's password and use it for authentication. + +#### Path Parameters + +Its path parameters are: + +- `{actor_type}`: the actor type of the user you're authenticating. For example, `customer`. +- `{provider}`: the auth provider to handle the authentication. For example, `emailpass`. + +#### Request Body Parameters + +This route accepts in the request body an object having the following property: + +- `identifier`: The user's identifier in the specified auth provider. For example, for the `emailpass` auth provider, you pass the user's email. + +#### Response Fields + +If the authentication is successful, the request returns a `201` response code. + +### Reset Password Route + +The Medusa application defines an API route at `/auth/{actor_type}/{auth_provider}/update` that accepts a token and, if valid, updates the user's password. + +```bash +curl -X POST http://localhost:9000/auth/{actor_type}/{providers}/update +-H 'Content-Type: application/json' \ +-H 'Authorization: Bearer {token}' \ +--data-raw '{ + "email": "Whitney_Schultz@gmail.com", + "password": "supersecret" +}' +``` + +This API route is useful for providers like `emailpass` that store a user's password and use it for logging them in. + +#### Path Parameters + +Its path parameters are: + +- `{actor_type}`: the actor type of the user you're authenticating. For example, `customer`. +- `{provider}`: the auth provider to handle the authentication. For example, `emailpass`. + +#### Pass Token in Authorization Header + +Before [Medusa v2.6](https://github.com/medusajs/medusa/releases/tag/v2.6), you passed the token as a query parameter. Now, you must pass it in the `Authorization` header. + +In the request's authorization header, you must pass the token generated using the [Generate Reset Password Token route](#generate-reset-password-token-route). You pass it as a bearer token. + +### Request Body Parameters + +This route accepts in the request body an object that has the data necessary for the provider to update the user's password. + +For the `emailpass` provider, you must pass the following properties: + +- `email`: The user's email. +- `password`: The new password. + +### Response Fields + +If the authentication is successful, the request returns an object with a `success` property set to `true`: + +```json +{ + "success": "true" +} +``` + + +# Inventory Module in Medusa Flows + +This document explains how the Inventory Module is used within the Medusa application's flows. + +## Product Variant Creation + +When a product variant is created and its `manage_inventory` property's value is `true`, the Medusa application creates an inventory item associated with that product variant. + +This flow is implemented within the [createProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductVariantsWorkflow/index.html.md) + +![A diagram showcasing how the Inventory Module is used in the product variant creation form](https://res.cloudinary.com/dza7lstvk/image/upload/v1709661511/Medusa%20Resources/inventory-product-create_khz2hk.jpg) + +*** + +## Add to Cart + +When a product variant with `manage_inventory` set to `true` is added to cart, the Medusa application checks whether there's sufficient stocked quantity. If not, an error is thrown and the product variant won't be added to the cart. + +This flow is implemented within the [addToCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/addToCartWorkflow/index.html.md) + +![A diagram showcasing how the Inventory Module is used in the add to cart flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1709711645/Medusa%20Resources/inventory-cart-flow_achwq9.jpg) + +*** + +## Order Placed + +When an order is placed, the Medusa application creates a reservation item for each product variant with `manage_inventory` set to `true`. + +This flow is implemented within the [completeCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeCartWorkflow/index.html.md) + +![A diagram showcasing how the Inventory Module is used in the order placed flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1709712005/Medusa%20Resources/inventory-order-placed_qdxqdn.jpg) + +*** + +## Order Fulfillment + +When an item in an order is fulfilled and the associated variant has its `manage_inventory` property set to `true`, the Medusa application: + +- Subtracts the `reserved_quantity` from the `stocked_quantity` in the inventory level associated with the variant's inventory item. +- Resets the `reserved_quantity` to `0`. +- Deletes the associated reservation item. + +This flow is implemented within the [createOrderFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderFulfillmentWorkflow/index.html.md) + +![A diagram showcasing how the Inventory Module is used in the order fulfillment flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1709712390/Medusa%20Resources/inventory-order-fulfillment_o9wdxh.jpg) + +*** + +## Order Return + +When an item in an order is returned and the associated variant has its `manage_inventory` property set to `true`, the Medusa application increments the `stocked_quantity` of the inventory item's level with the returned quantity. + +This flow is implemented within the [confirmReturnReceiveWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmReturnReceiveWorkflow/index.html.md) + +![A diagram showcasing how the Inventory Module is used in the order return flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1709712457/Medusa%20Resources/inventory-order-return_ihftyk.jpg) + +### Dismissed Returned Items + +If a returned item is considered damaged or is dismissed, its quantity doesn't increment the `stocked_quantity` of the inventory item's level. + + # Inventory Concepts In this document, you’ll learn about the main concepts in the Inventory Module, and how data is stored and related. @@ -24144,67 +23999,6 @@ The bundled product has the same inventory items as those of the products part o You can now [execute the workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows#3-execute-the-workflow/index.html.md) in [API routes](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md), [scheduled jobs](https://docs.medusajs.com/docs/learn/fundamentals/scheduled-jobs/index.html.md), or [subscribers](https://docs.medusajs.com/docs/learn/fundamentals/events-and-subscribers/index.html.md). -# Inventory Module in Medusa Flows - -This document explains how the Inventory Module is used within the Medusa application's flows. - -## Product Variant Creation - -When a product variant is created and its `manage_inventory` property's value is `true`, the Medusa application creates an inventory item associated with that product variant. - -This flow is implemented within the [createProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductVariantsWorkflow/index.html.md) - -![A diagram showcasing how the Inventory Module is used in the product variant creation form](https://res.cloudinary.com/dza7lstvk/image/upload/v1709661511/Medusa%20Resources/inventory-product-create_khz2hk.jpg) - -*** - -## Add to Cart - -When a product variant with `manage_inventory` set to `true` is added to cart, the Medusa application checks whether there's sufficient stocked quantity. If not, an error is thrown and the product variant won't be added to the cart. - -This flow is implemented within the [addToCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/addToCartWorkflow/index.html.md) - -![A diagram showcasing how the Inventory Module is used in the add to cart flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1709711645/Medusa%20Resources/inventory-cart-flow_achwq9.jpg) - -*** - -## Order Placed - -When an order is placed, the Medusa application creates a reservation item for each product variant with `manage_inventory` set to `true`. - -This flow is implemented within the [completeCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeCartWorkflow/index.html.md) - -![A diagram showcasing how the Inventory Module is used in the order placed flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1709712005/Medusa%20Resources/inventory-order-placed_qdxqdn.jpg) - -*** - -## Order Fulfillment - -When an item in an order is fulfilled and the associated variant has its `manage_inventory` property set to `true`, the Medusa application: - -- Subtracts the `reserved_quantity` from the `stocked_quantity` in the inventory level associated with the variant's inventory item. -- Resets the `reserved_quantity` to `0`. -- Deletes the associated reservation item. - -This flow is implemented within the [createOrderFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderFulfillmentWorkflow/index.html.md) - -![A diagram showcasing how the Inventory Module is used in the order fulfillment flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1709712390/Medusa%20Resources/inventory-order-fulfillment_o9wdxh.jpg) - -*** - -## Order Return - -When an item in an order is returned and the associated variant has its `manage_inventory` property set to `true`, the Medusa application increments the `stocked_quantity` of the inventory item's level with the returned quantity. - -This flow is implemented within the [confirmReturnReceiveWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmReturnReceiveWorkflow/index.html.md) - -![A diagram showcasing how the Inventory Module is used in the order return flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1709712457/Medusa%20Resources/inventory-order-return_ihftyk.jpg) - -### Dismissed Returned Items - -If a returned item is considered damaged or is dismissed, its quantity doesn't increment the `stocked_quantity` of the inventory item's level. - - # Links between Inventory Module and Other Modules This document showcases the module links defined between the Inventory Module and other Commerce Modules. @@ -24346,6 +24140,1689 @@ const { data: inventoryLevels } = useQueryGraphStep({ ``` +# 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 - many-to-many|| +| in ||Read-only - has one|| +| in ||Read-only - has one|| + +*** + +## 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_holder_link.account_holder.*", + ], +}) + +// customers[0].account_holder_link?.[0]?.account_holder +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: customers } = useQueryGraphStep({ + entity: "customer", + fields: [ + "account_holder_link.account_holder.*", + ], +}) + +// customers[0].account_holder_link?.[0]?.account_holder +``` + +### 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 +``` + + +# Pricing Concepts + +In this document, you’ll learn about the main concepts in the Pricing Module. + +## Price Set + +A [PriceSet](https://docs.medusajs.com/references/pricing/models/PriceSet/index.html.md) represents a collection of prices that are linked to a resource (for example, a product or a shipping option). + +Each of these prices are represented by the [Price data module](https://docs.medusajs.com/references/pricing/models/Price/index.html.md). + +![A diagram showcasing the relation between the price set and price](https://res.cloudinary.com/dza7lstvk/image/upload/v1709648650/Medusa%20Resources/price-set-money-amount_xeees0.jpg) + +*** + +## Price List + +A [PriceList](https://docs.medusajs.com/references/pricing/models/PriceList/index.html.md) is a group of prices only enabled if their conditions and rules are satisfied. + +A price list has optional `start_date` and `end_date` properties that indicate the date range in which a price list can be applied. + +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 - one-to-one|| +| in ||Stored - one-to-one|| + +*** + +## 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[0].shipping_option +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: priceSets } = useQueryGraphStep({ + entity: "price_set", + fields: [ + "shipping_option.*", + ], +}) + +// priceSets[0].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[0].variant +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: priceSets } = useQueryGraphStep({ + entity: "price_set", + fields: [ + "variant.*", + ], +}) + +// priceSets[0].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. + +## calculatePrices Method + +The [calculatePrices method](https://docs.medusajs.com/references/pricing/calculatePrices/index.html.md) accepts as parameters the ID of one or more price sets and a context. + +It returns a price object with the best matching price for each price set. + +### Calculation Context + +The calculation context is an optional object passed as a second parameter to the `calculatePrices` method. It accepts rules to restrict the selected prices in the price set. + +For example: + +```ts +const price = await pricingModuleService.calculatePrices( + { id: [priceSetId] }, + { + context: { + currency_code: currencyCode, + region_id: "reg_123", + }, + } +) +``` + +In this example, you retrieve the prices in a price set for the specified currency code and region ID. + +### Returned Price Object + +For each price set, the `calculatePrices` method selects two prices: + +- A calculated price: Either a price that belongs to a price list and best matches the specified context, or the same as the original price. +- An original price, which is either: + - The same price as the calculated price if the price list it belongs to is of type `override`; + - Or a price that doesn't belong to a price list and best matches the specified context. + +Both prices are returned in an object that has the following properties: + +- id: (\`string\`) The ID of the price set from which the price was selected. +- is\_calculated\_price\_price\_list: (\`boolean\`) Whether the calculated price belongs to a price list. +- calculated\_amount: (\`number\`) The amount of the calculated price, or \`null\` if there isn't a calculated price. This is the amount shown to the customer. +- is\_original\_price\_price\_list: (\`boolean\`) Whether the original price belongs to a price list. +- original\_amount: (\`number\`) The amount of the original price, or \`null\` if there isn't an original price. This amount is useful to compare with the \`calculated\_amount\`, such as to check for discounted value. +- currency\_code: (\`string\`) The currency code of the calculated price, or \`null\` if there isn't a calculated price. +- is\_calculated\_price\_tax\_inclusive: (\`boolean\`) Whether the calculated price is tax inclusive. Learn more about tax-inclusivity in \[this document]\(../tax-inclusive-pricing/page.mdx) +- is\_original\_price\_tax\_inclusive: (\`boolean\`) Whether the original price is tax inclusive. Learn more about tax-inclusivity in \[this document]\(../tax-inclusive-pricing/page.mdx) +- calculated\_price: (\`object\`) The calculated price's price details. + + - id: (\`string\`) The ID of the price. + + - price\_list\_id: (\`string\`) The ID of the associated price list. + + - price\_list\_type: (\`string\`) The price list's type. For example, \`sale\`. + + - min\_quantity: (\`number\`) The price's min quantity condition. + + - max\_quantity: (\`number\`) The price's max quantity condition. +- original\_price: (\`object\`) The original price's price details. + + - id: (\`string\`) The ID of the price. + + - price\_list\_id: (\`string\`) The ID of the associated price list. + + - price\_list\_type: (\`string\`) The price list's type. For example, \`sale\`. + + - min\_quantity: (\`number\`) The price's min quantity condition. + + - max\_quantity: (\`number\`) The price's max quantity condition. + +*** + +## Examples + +Consider the following price set: + +```ts +const priceSet = await pricingModuleService.createPriceSets({ + prices: [ + // default price + { + amount: 500, + currency_code: "EUR", + rules: {}, + }, + // prices with rules + { + amount: 400, + currency_code: "EUR", + rules: { + region_id: "reg_123", + }, + }, + { + amount: 450, + currency_code: "EUR", + rules: { + city: "krakow", + }, + }, + { + amount: 500, + currency_code: "EUR", + rules: { + city: "warsaw", + region_id: "reg_123", + }, + }, + ], +}) +``` + +### Default Price Selection + +### Code + +```ts +const price = await pricingModuleService.calculatePrices( + { id: [priceSet.id] }, + { + context: { + currency_code: "EUR" + } + } +) +``` + +### Result + +### Calculate Prices with Rules + +### Code + +```ts +const price = await pricingModuleService.calculatePrices( + { id: [priceSet.id] }, + { + context: { + currency_code: "EUR", + region_id: "reg_123", + city: "krakow" + } + } +) +``` + +### Result + +### Price Selection with Price List + +### Code + +```ts +const priceList = pricingModuleService.createPriceLists([{ + title: "Summer Price List", + description: "Price list for summer sale", + starts_at: Date.parse("01/10/2023").toString(), + ends_at: Date.parse("31/10/2023").toString(), + rules: { + region_id: ['PL'] + }, + type: "sale", + prices: [ + { + amount: 400, + currency_code: "EUR", + price_set_id: priceSet.id, + }, + { + amount: 450, + currency_code: "EUR", + price_set_id: priceSet.id, + }, + ], +}]); + +const price = await pricingModuleService.calculatePrices( + { id: [priceSet.id] }, + { + context: { + currency_code: "EUR", + region_id: "PL", + city: "krakow" + } + } +) +``` + +### Result + + +# 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 + + +# Price Rules + +In this Pricing Module guide, you'll learn about price rules for price sets and price lists, and how to add rules to a price. + +## Price Rule + +You can restrict prices by rules. Each rule of a price is represented by the [PriceRule data model](https://docs.medusajs.com/references/pricing/models/PriceRule/index.html.md). + +The `Price` data model has a `rules_count` property, which indicates how many rules, represented by `PriceRule`, are applied to the price. + +For exmaple, you create a price restricted to `10557` zip codes. + +![A diagram showcasing the relation between the PriceRule and Price](https://res.cloudinary.com/dza7lstvk/image/upload/v1709648772/Medusa%20Resources/price-rule-1_vy8bn9.jpg) + +A price can have multiple price rules. + +For example, a price can be restricted by a region and a zip code. + +![A diagram showcasing the relation between the PriceRule and Price with multiple rules.](https://res.cloudinary.com/dza7lstvk/image/upload/v1709649296/Medusa%20Resources/price-rule-3_pwpocz.jpg) + +*** + +## Price List Rules + +Rules applied to a price list are represented by the [PriceListRule data model](https://docs.medusajs.com/references/pricing/models/PriceListRule/index.html.md). + +The `rules_count` property of a `PriceList` indicates how many rules are applied to it. + +![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) + +*** + +## How to Set Rules on a Price? + +### Using Workflows + +Medusa uses the Pricing Module to store prices of different resources, such as product variants and shipping options. + +When you manage one of these resources using [Medusa's workflows](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/medusa-workflows-reference/index.html.md) or using the API routes that use them, you can set rules on a price using the `rules` property of the price object. + +For example, when creating a shipping option using the [createShippingOptionsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createShippingOptionsWorkflow/index.html.md) to create a shipping option, you can make the shipping price free based on the cart total: + +```ts highlights={workflowHighlights} +const { result } = await createShippingOptionsWorkflow(container) + .run({ + input: [{ + name: "Standard Shipping", + service_zone_id: "serzo_123", + shipping_profile_id: "sp_123", + provider_id: "prov_123", + type: { + label: "Standard", + description: "Standard shipping", + code: "standard", + }, + price_type: "flat", + prices: [ + // default price + { + currency_code: "usd", + amount: 10, + rules: {}, + }, + // price if cart total >= $100 + { + currency_code: "usd", + amount: 0, + rules: { + item_total: { + operator: "gte", + value: 100, + }, + }, + }, + ], + }], + }) +``` + +In this example, you create a shipping option whose default price is `$10`. When the total of the cart or order using this shipping option is greater than `$100`, the shipping option's price becomes free. + +### Using Pricing Module's Service + +For most use cases, it's recommended to use [workflows](#using-workflows) instead of directly using the module's service. + +When adding a price using the [addPrices](https://docs.medusajs.com/resources/references/pricing/addPrices/index.html.md) method of the Pricing Module's service, pass the `rules` property to a price object. + +For example: + +```ts +const priceSet = await pricingModule.addPrices({ + priceSetId: "pset_1", + prices: [ + // default price + { + currency_code: "usd", + amount: 10, + rules: {}, + }, + // price if cart total >= $100 + { + currency_code: "usd", + amount: 0, + rules: { + item_total: { + operator: "gte", + value: 100, + }, + }, + }, + ], +}) +``` + +In this example, you set the default price of a resource (for example, a shipping option), to `$10`. You also add a conditioned price that sets the price to `0` when the cart or order's total is greater than or equal to `$100`. + +### How is the Price Rule Applied? + +The [price calculation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-calculation/index.html.md) mechanism considers a price applicable when the resource that this price is in matches the specified rules. + +For example, a [cart object](https://docs.medusajs.com/api/store#carts_cart_schema) has an `item_total` property. So, if a shipping option has the following price: + +```json +{ + "currency_code": "usd", + "amount": 0, + "rules": { + "item_total": { + "operator": "gte", + "value": 100, + } + } +} +``` + +The shipping option's price is applied when the cart's `item_total` is greater than or equal to `$100`. + +You can also apply the rule on nested relations and properties. For example, to apply a shipping option's price based on the customer's group, you can apply a rule on the `customer.group.id` attribute: + +```json +{ + "currency_code": "usd", + "amount": 0, + "rules": { + "customer.group.id": { + "operator": "eq", + "value": "cusgrp_123" + } + } +} +``` + +In this example, the price is only applied if a cart's customer belongs to the customer group of ID `cusgrp_123`. + +These same rules apply to product variant prices as well, or any other resource that has a price. + + +# 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 - one-to-one|| +| in ||Stored - many-to-many|| +| in ||Stored - one-to-many|| +| in ||Stored - one-to-many|| +| in ||Stored - one-to-many|| +| in ||Stored - many-to-many|| + +*** + +## 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[0].cart +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: paymentCollections } = useQueryGraphStep({ + entity: "payment_collection", + fields: [ + "cart.*", + ], +}) + +// paymentCollections[0].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[0].customer +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: accountHolders } = useQueryGraphStep({ + entity: "account_holder", + fields: [ + "customer.*", + ], +}) + +// accountHolders[0].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[0].order +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: paymentCollections } = useQueryGraphStep({ + entity: "payment_collection", + fields: [ + "order.*", + ], +}) + +// paymentCollections[0].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[0].regions +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: paymentProviders } = useQueryGraphStep({ + entity: "payment_provider", + fields: [ + "regions.*", + ], +}) + +// paymentProviders[0].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) + + +# 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. + + +# 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. + + +# 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 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. + + +# Order Concepts + +In this document, you’ll learn about orders and related concepts + +## Order Items + +The items purchased in the order are represented by the [OrderItem data model](https://docs.medusajs.com/references/order/models/OrderItem/index.html.md). An order can have multiple items. + +![A diagram showcasing the relation between an order and its items.](https://res.cloudinary.com/dza7lstvk/image/upload/v1712304722/Medusa%20Resources/order-order-items_uvckxd.jpg) + +### Item’s Product Details + +The details of the purchased products are represented by the [LineItem data model](https://docs.medusajs.com/references/order/models/OrderLineItem/index.html.md). Not only does a line item hold the details of the product, but also details related to its price, adjustments due to promotions, and taxes. + +*** + +## Order’s Shipping Method + +An order has one or more shipping methods used to handle item shipment. + +Each shipping method is represented by the [OrderShippingMethod data model](https://docs.medusajs.com/references/order/models/OrderShippingMethod/index.html.md) that holds its details. The shipping method is linked to the order through the [OrderShipping data model](https://docs.medusajs.com/references/order/models/OrderShipping/index.html.md). + +![A diagram showcasing the relation between an order and its items.](https://res.cloudinary.com/dza7lstvk/image/upload/v1719570409/Medusa%20Resources/order-shipping-method_tkggvd.jpg) + +### data Property + +When fulfilling the order, you can use a third-party fulfillment provider that requires additional custom data to be passed along from the order creation process. + +The `OrderShippingMethod` data model has a `data` property. It’s an object used to store custom data relevant later for fulfillment. + +The Medusa application passes the `data` property to the Fulfillment Module when fulfilling items. + +*** + +## Order Totals + +The order’s total amounts (including tax total, total after an item is returned, etc…) are represented by the [OrderSummary data model](https://docs.medusajs.com/references/order/models/OrderSummary/index.html.md). + +*** + +## Order Payments + +Payments made on an order, whether they’re capture or refund payments, are recorded as transactions represented by the [OrderTransaction data model](https://docs.medusajs.com/references/order/models/OrderTransaction/index.html.md). + +An order can have multiple transactions. The sum of these transactions must be equal to the order summary’s total. Otherwise, there’s an outstanding amount. + +Learn more about transactions in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/transactions/index.html.md). + + # Order Claim In this document, you’ll learn about order claims. @@ -24400,55 +25877,6 @@ The [Transaction data model](https://docs.medusajs.com/references/order/models/O When a claim is confirmed, the order’s version is incremented. -# Order Concepts - -In this document, you’ll learn about orders and related concepts - -## Order Items - -The items purchased in the order are represented by the [OrderItem data model](https://docs.medusajs.com/references/order/models/OrderItem/index.html.md). An order can have multiple items. - -![A diagram showcasing the relation between an order and its items.](https://res.cloudinary.com/dza7lstvk/image/upload/v1712304722/Medusa%20Resources/order-order-items_uvckxd.jpg) - -### Item’s Product Details - -The details of the purchased products are represented by the [LineItem data model](https://docs.medusajs.com/references/order/models/OrderLineItem/index.html.md). Not only does a line item hold the details of the product, but also details related to its price, adjustments due to promotions, and taxes. - -*** - -## Order’s Shipping Method - -An order has one or more shipping methods used to handle item shipment. - -Each shipping method is represented by the [OrderShippingMethod data model](https://docs.medusajs.com/references/order/models/OrderShippingMethod/index.html.md) that holds its details. The shipping method is linked to the order through the [OrderShipping data model](https://docs.medusajs.com/references/order/models/OrderShipping/index.html.md). - -![A diagram showcasing the relation between an order and its items.](https://res.cloudinary.com/dza7lstvk/image/upload/v1719570409/Medusa%20Resources/order-shipping-method_tkggvd.jpg) - -### data Property - -When fulfilling the order, you can use a third-party fulfillment provider that requires additional custom data to be passed along from the order creation process. - -The `OrderShippingMethod` data model has a `data` property. It’s an object used to store custom data relevant later for fulfillment. - -The Medusa application passes the `data` property to the Fulfillment Module when fulfilling items. - -*** - -## Order Totals - -The order’s total amounts (including tax total, total after an item is returned, etc…) are represented by the [OrderSummary data model](https://docs.medusajs.com/references/order/models/OrderSummary/index.html.md). - -*** - -## Order Payments - -Payments made on an order, whether they’re capture or refund payments, are recorded as transactions represented by the [OrderTransaction data model](https://docs.medusajs.com/references/order/models/OrderTransaction/index.html.md). - -An order can have multiple transactions. The sum of these transactions must be equal to the order summary’s total. Otherwise, there’s an outstanding amount. - -Learn more about transactions in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/transactions/index.html.md). - - # Order Edit In this document, you'll learn about order edits. @@ -24559,258 +25987,6 @@ 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 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. - - -# 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\`| - - -# 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. - -Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/orders/returns/index.html.md) to learn how to manage an order's returns using the dashboard. - -## What is a Return? - -A return is the return of items delivered from the customer back to the merchant. It is represented by the [Return data model](https://docs.medusajs.com/references/order/models/Return/index.html.md). - -A return is requested either by the customer from the storefront, or the merchant from the admin. Medusa supports an automated Return Merchandise Authorization (RMA) flow. - -![Diagram showcasing the automated RMA flow.](https://res.cloudinary.com/dza7lstvk/image/upload/v1719578128/Medusa%20Resources/return-rma_pzprwq.jpg) - -Once the merchant receives the returned items, they mark the return as received. - -*** - -## Returned Items - -The items to be returned are represented by the [ReturnItem data model](references/order/models/ReturnItem). - -The `ReturnItem` model has two properties storing the item's quantity: - -1. `received_quantity`: The quantity of the item that's received and can be added to the item's inventory quantity. -2. `damaged_quantity`: The quantity of the item that's damaged, meaning it can't be sold again or added to the item's inventory quantity. - -*** - -## Return Shipping Methods - -A return has shipping methods used to return the items to the merchant. The shipping methods are represented by the [OrderShippingMethod data model](references/order/models/OrderShippingMethod). - -In the Medusa application, the shipping method for a return is created only from a shipping option, provided by the Fulfillment Module, that has the rule `is_return` enabled. - -*** - -## Refund Payment - -The `refund_amount` property of the `Return` data model holds the amount a merchant must refund the customer. - -The [OrderTransaction data model](references/order/models/OrderTransaction) represents the refunds made for the return. - -*** - -## Returns in Exchanges and Claims - -When a merchant creates an exchange or a claim, it includes returning items from the customer. - -The `Return` data model also represents the return of these items. In this case, the return is associated with the exchange or claim it was created for. - -*** - -## How Returns Impact an Order’s Version - -The order’s version is incremented when: - -1. A return is requested. -2. A return is marked as received. - - # Links between Order Module and Other Modules This document showcases the module links defined between the Order Module and other Commerce Modules. @@ -25335,6 +26511,75 @@ 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. + + # Tax Lines in Order Module In this document, you’ll learn about tax lines in an order. @@ -25412,1438 +26657,187 @@ 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`. -# Links between Pricing Module and Other Modules +# Promotions Adjustments in Orders -This document showcases the module links defined between the Pricing Module and other Commerce Modules. +In this document, you’ll learn how a promotion is applied to an order’s items and shipping methods using adjustment lines. -## Summary +## What are Adjustment Lines? -The Pricing Module has the following links to other modules: +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. -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -| in ||Stored - one-to-one|| -| in ||Stored - one-to-one|| +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. *** -## Fulfillment Module +## Discountable Option -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. +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. -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[0].shipping_option -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: priceSets } = useQueryGraphStep({ - entity: "price_set", - fields: [ - "shipping_option.*", - ], -}) - -// priceSets[0].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", - }, -}) -``` +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. *** -## Product Module +## Promotion Actions -The Product Module doesn't store or manage the prices of product variants. +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. -Medusa defines a link between the `ProductVariant` and the `PriceSet`. A product variant’s prices are stored as prices belonging to a price set. +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). -![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[0].variant -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: priceSets } = useQueryGraphStep({ - entity: "price_set", - fields: [ - "variant.*", - ], -}) - -// priceSets[0].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. - -## calculatePrices Method - -The [calculatePrices method](https://docs.medusajs.com/references/pricing/calculatePrices/index.html.md) accepts as parameters the ID of one or more price sets and a context. - -It returns a price object with the best matching price for each price set. - -### Calculation Context - -The calculation context is an optional object passed as a second parameter to the `calculatePrices` method. It accepts rules to restrict the selected prices in the price set. - -For example: - -```ts -const price = await pricingModuleService.calculatePrices( - { id: [priceSetId] }, - { - context: { - currency_code: currencyCode, - region_id: "reg_123", - }, - } -) -``` - -In this example, you retrieve the prices in a price set for the specified currency code and region ID. - -### Returned Price Object - -For each price set, the `calculatePrices` method selects two prices: - -- A calculated price: Either a price that belongs to a price list and best matches the specified context, or the same as the original price. -- An original price, which is either: - - The same price as the calculated price if the price list it belongs to is of type `override`; - - Or a price that doesn't belong to a price list and best matches the specified context. - -Both prices are returned in an object that has the following properties: - -- id: (\`string\`) The ID of the price set from which the price was selected. -- is\_calculated\_price\_price\_list: (\`boolean\`) Whether the calculated price belongs to a price list. -- calculated\_amount: (\`number\`) The amount of the calculated price, or \`null\` if there isn't a calculated price. This is the amount shown to the customer. -- is\_original\_price\_price\_list: (\`boolean\`) Whether the original price belongs to a price list. -- original\_amount: (\`number\`) The amount of the original price, or \`null\` if there isn't an original price. This amount is useful to compare with the \`calculated\_amount\`, such as to check for discounted value. -- currency\_code: (\`string\`) The currency code of the calculated price, or \`null\` if there isn't a calculated price. -- is\_calculated\_price\_tax\_inclusive: (\`boolean\`) Whether the calculated price is tax inclusive. Learn more about tax-inclusivity in \[this document]\(../tax-inclusive-pricing/page.mdx) -- is\_original\_price\_tax\_inclusive: (\`boolean\`) Whether the original price is tax inclusive. Learn more about tax-inclusivity in \[this document]\(../tax-inclusive-pricing/page.mdx) -- calculated\_price: (\`object\`) The calculated price's price details. - - - id: (\`string\`) The ID of the price. - - - price\_list\_id: (\`string\`) The ID of the associated price list. - - - price\_list\_type: (\`string\`) The price list's type. For example, \`sale\`. - - - min\_quantity: (\`number\`) The price's min quantity condition. - - - max\_quantity: (\`number\`) The price's max quantity condition. -- original\_price: (\`object\`) The original price's price details. - - - id: (\`string\`) The ID of the price. - - - price\_list\_id: (\`string\`) The ID of the associated price list. - - - price\_list\_type: (\`string\`) The price list's type. For example, \`sale\`. - - - min\_quantity: (\`number\`) The price's min quantity condition. - - - max\_quantity: (\`number\`) The price's max quantity condition. - -*** - -## Examples - -Consider the following price set: - -```ts -const priceSet = await pricingModuleService.createPriceSets({ - prices: [ - // default price - { - amount: 500, - currency_code: "EUR", - rules: {}, - }, - // prices with rules - { - amount: 400, - currency_code: "EUR", - rules: { - region_id: "reg_123", - }, - }, - { - amount: 450, - currency_code: "EUR", - rules: { - city: "krakow", - }, - }, - { - amount: 500, - currency_code: "EUR", - rules: { - city: "warsaw", - region_id: "reg_123", - }, - }, - ], -}) -``` - -### Default Price Selection - -### Code - -```ts -const price = await pricingModuleService.calculatePrices( - { id: [priceSet.id] }, - { - context: { - currency_code: "EUR" - } - } -) -``` - -### Result - -### Calculate Prices with Rules - -### Code - -```ts -const price = await pricingModuleService.calculatePrices( - { id: [priceSet.id] }, - { - context: { - currency_code: "EUR", - region_id: "reg_123", - city: "krakow" - } - } -) -``` - -### Result - -### Price Selection with Price List - -### Code - -```ts -const priceList = pricingModuleService.createPriceLists([{ - title: "Summer Price List", - description: "Price list for summer sale", - starts_at: Date.parse("01/10/2023").toString(), - ends_at: Date.parse("31/10/2023").toString(), - rules: { - region_id: ['PL'] - }, - type: "sale", - prices: [ - { - amount: 400, - currency_code: "EUR", - price_set_id: priceSet.id, - }, - { - amount: 450, - currency_code: "EUR", - price_set_id: priceSet.id, - }, - ], -}]); - -const price = await pricingModuleService.calculatePrices( - { id: [priceSet.id] }, - { - context: { - currency_code: "EUR", - region_id: "PL", - city: "krakow" - } - } -) -``` - -### Result - - -# Pricing Concepts - -In this document, you’ll learn about the main concepts in the Pricing Module. - -## Price Set - -A [PriceSet](https://docs.medusajs.com/references/pricing/models/PriceSet/index.html.md) represents a collection of prices that are linked to a resource (for example, a product or a shipping option). - -Each of these prices are represented by the [Price data module](https://docs.medusajs.com/references/pricing/models/Price/index.html.md). - -![A diagram showcasing the relation between the price set and price](https://res.cloudinary.com/dza7lstvk/image/upload/v1709648650/Medusa%20Resources/price-set-money-amount_xeees0.jpg) - -*** - -## Price List - -A [PriceList](https://docs.medusajs.com/references/pricing/models/PriceList/index.html.md) is a group of prices only enabled if their conditions and rules are satisfied. - -A price list has optional `start_date` and `end_date` properties that indicate the date range in which a price list can be applied. - -Its associated prices are represented by the `Price` data model. - - -# Price Rules - -In this Pricing Module guide, you'll learn about price rules for price sets and price lists, and how to add rules to a price. - -## Price Rule - -You can restrict prices by rules. Each rule of a price is represented by the [PriceRule data model](https://docs.medusajs.com/references/pricing/models/PriceRule/index.html.md). - -The `Price` data model has a `rules_count` property, which indicates how many rules, represented by `PriceRule`, are applied to the price. - -For exmaple, you create a price restricted to `10557` zip codes. - -![A diagram showcasing the relation between the PriceRule and Price](https://res.cloudinary.com/dza7lstvk/image/upload/v1709648772/Medusa%20Resources/price-rule-1_vy8bn9.jpg) - -A price can have multiple price rules. - -For example, a price can be restricted by a region and a zip code. - -![A diagram showcasing the relation between the PriceRule and Price with multiple rules.](https://res.cloudinary.com/dza7lstvk/image/upload/v1709649296/Medusa%20Resources/price-rule-3_pwpocz.jpg) - -*** - -## Price List Rules - -Rules applied to a price list are represented by the [PriceListRule data model](https://docs.medusajs.com/references/pricing/models/PriceListRule/index.html.md). - -The `rules_count` property of a `PriceList` indicates how many rules are applied to it. - -![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) - -*** - -## How to Set Rules on a Price? - -### Using Workflows - -Medusa uses the Pricing Module to store prices of different resources, such as product variants and shipping options. - -When you manage one of these resources using [Medusa's workflows](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/medusa-workflows-reference/index.html.md) or using the API routes that use them, you can set rules on a price using the `rules` property of the price object. - -For example, when creating a shipping option using the [createShippingOptionsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createShippingOptionsWorkflow/index.html.md) to create a shipping option, you can make the shipping price free based on the cart total: - -```ts highlights={workflowHighlights} -const { result } = await createShippingOptionsWorkflow(container) - .run({ - input: [{ - name: "Standard Shipping", - service_zone_id: "serzo_123", - shipping_profile_id: "sp_123", - provider_id: "prov_123", - type: { - label: "Standard", - description: "Standard shipping", - code: "standard", - }, - price_type: "flat", - prices: [ - // default price - { - currency_code: "usd", - amount: 10, - rules: {}, - }, - // price if cart total >= $100 - { - currency_code: "usd", - amount: 0, - rules: { - item_total: { - operator: "gte", - value: 100, - }, - }, - }, - ], - }], - }) -``` - -In this example, you create a shipping option whose default price is `$10`. When the total of the cart or order using this shipping option is greater than `$100`, the shipping option's price becomes free. - -### Using Pricing Module's Service - -For most use cases, it's recommended to use [workflows](#using-workflows) instead of directly using the module's service. - -When adding a price using the [addPrices](https://docs.medusajs.com/resources/references/pricing/addPrices/index.html.md) method of the Pricing Module's service, pass the `rules` property to a price object. - -For example: - -```ts -const priceSet = await pricingModule.addPrices({ - priceSetId: "pset_1", - prices: [ - // default price - { - currency_code: "usd", - amount: 10, - rules: {}, - }, - // price if cart total >= $100 - { - currency_code: "usd", - amount: 0, - rules: { - item_total: { - operator: "gte", - value: 100, - }, - }, - }, - ], -}) -``` - -In this example, you set the default price of a resource (for example, a shipping option), to `$10`. You also add a conditioned price that sets the price to `0` when the cart or order's total is greater than or equal to `$100`. - -### How is the Price Rule Applied? - -The [price calculation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-calculation/index.html.md) mechanism considers a price applicable when the resource that this price is in matches the specified rules. - -For example, a [cart object](https://docs.medusajs.com/api/store#carts_cart_schema) has an `item_total` property. So, if a shipping option has the following price: - -```json -{ - "currency_code": "usd", - "amount": 0, - "rules": { - "item_total": { - "operator": "gte", - "value": 100, - } - } -} -``` - -The shipping option's price is applied when the cart's `item_total` is greater than or equal to `$100`. - -You can also apply the rule on nested relations and properties. For example, to apply a shipping option's price based on the customer's group, you can apply a rule on the `customer.group.id` attribute: - -```json -{ - "currency_code": "usd", - "amount": 0, - "rules": { - "customer.group.id": { - "operator": "eq", - "value": "cusgrp_123" - } - } -} -``` - -In this example, the price is only applied if a cart's customer belongs to the customer group of ID `cusgrp_123`. - -These same rules apply to product variant prices as well, or any other resource that has a price. - - -# 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 - one-to-one|| -| in ||Stored - many-to-many|| -| in ||Stored - one-to-many|| -| in ||Stored - one-to-many|| -| in ||Stored - one-to-many|| -| in ||Stored - many-to-many|| - -*** - -## 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[0].cart -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: paymentCollections } = useQueryGraphStep({ - entity: "payment_collection", - fields: [ - "cart.*", - ], -}) - -// paymentCollections[0].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[0].customer -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: accountHolders } = useQueryGraphStep({ - entity: "account_holder", - fields: [ - "customer.*", - ], -}) - -// accountHolders[0].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[0].order -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: paymentCollections } = useQueryGraphStep({ - entity: "payment_collection", - fields: [ - "order.*", - ], -}) - -// paymentCollections[0].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[0].regions -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: paymentProviders } = useQueryGraphStep({ - entity: "payment_provider", - fields: [ - "regions.*", - ], -}) - -// paymentProviders[0].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({ +```ts collapsibleLines="1-10" expandButtonLabel="Show Imports" +import { + ComputeActionAdjustmentLine, + ComputeActionItemLine, + ComputeActionShippingLine, // ... - modules: [ - { - resolve: "@medusajs/medusa/payment", - options: { - providers: [ - { - resolve: "@medusajs/medusa/payment-stripe", - id: "stripe", - options: { - // ... - }, - }, - ], - }, - }, +} from "@medusajs/framework/types" + +// ... + +// retrieve the order +const order = await orderModuleService.retrieveOrder("ord_123", { + relations: [ + "items.item.adjustments", + "shipping_methods.shipping_method.adjustments", ], }) -``` - -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 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) - - -# 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) - - -# 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], +// 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, }) - )[0] - - if (updatedPaymentSession.status === "requires_more") { - // TODO perform required action - // TODO authorize payment again. } -} +}) + +//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. -## 4. Payment Flow Complete +Then, use the returned `addItemAdjustment` and `addShippingMethodAdjustment` actions to set the order’s line items and the shipping method’s adjustments. -The payment flow is complete once the payment session is authorized and the payment is created. +```ts collapsibleLines="1-9" expandButtonLabel="Show Imports" +import { + AddItemAdjustmentAction, + AddShippingMethodAdjustment, + // ... +} from "@medusajs/framework/types" -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). +await orderModuleService.setOrderLineItemAdjustments( + order.id, + actions.filter( + (action) => action.action === "addItemAdjustment" + ) as AddItemAdjustmentAction[] +) -Some payment providers allow capturing the payment automatically once it’s authorized. In that case, you don’t need to do it manually. +await orderModuleService.setOrderShippingMethodAdjustments( + order.id, + actions.filter( + (action) => + action.action === "addShippingMethodAdjustment" + ) as AddShippingMethodAdjustment[] +) +``` -# Payment Module Provider +# Order Return -In this document, you’ll learn what a payment module provider is. +In this document, you’ll learn about order returns. -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. +Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/orders/returns/index.html.md) to learn how to manage an order's returns using the dashboard. -## What's a Payment Module Provider? +## What is a Return? -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. +A return is the return of items delivered from the customer back to the merchant. It is represented by the [Return data model](https://docs.medusajs.com/references/order/models/Return/index.html.md). -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. +A return is requested either by the customer from the storefront, or the merchant from the admin. Medusa supports an automated Return Merchandise Authorization (RMA) flow. -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. +![Diagram showcasing the automated RMA flow.](https://res.cloudinary.com/dza7lstvk/image/upload/v1719578128/Medusa%20Resources/return-rma_pzprwq.jpg) -### List of Payment Module Providers - -- [Stripe](https://docs.medusajs.com/commerce-modules/payment/payment-provider/stripe/index.html.md) +Once the merchant receives the returned items, they mark the return as received. *** -## System Payment Provider +## Returned Items -The Payment Module provides a `system` payment provider that acts as a placeholder payment provider. +The items to be returned are represented by the [ReturnItem data model](references/order/models/ReturnItem). -It doesn’t handle payment processing and delegates that to the merchant. It acts similarly to a cash-on-delivery (COD) payment method. +The `ReturnItem` model has two properties storing the item's quantity: + +1. `received_quantity`: The quantity of the item that's received and can be added to the item's inventory quantity. +2. `damaged_quantity`: The quantity of the item that's damaged, meaning it can't be sold again or added to the item's inventory quantity. *** -## How are Payment Providers Created? +## Return Shipping Methods -A payment provider is a module whose main service extends the `AbstractPaymentProvider` imported from `@medusajs/framework/utils`. +A return has shipping methods used to return the items to the merchant. The shipping methods are represented by the [OrderShippingMethod data model](references/order/models/OrderShippingMethod). -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. +In the Medusa application, the shipping method for a return is created only from a shipping option, provided by the Fulfillment Module, that has the rule `is_return` enabled. *** -## Configure Payment Providers +## Refund Payment -The Payment Module accepts a `providers` option that allows you to register providers in your application. +The `refund_amount` property of the `Return` data model holds the amount a merchant must refund the customer. -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). +The [OrderTransaction data model](references/order/models/OrderTransaction) represents the refunds made for the return. *** -## PaymentProvider Data Model +## Returns in Exchanges and Claims -When the Medusa application starts and registers the payment providers, it also creates a record of the `PaymentProvider` data model if none exists. +When a merchant creates an exchange or a claim, it includes returning items from the customer. -This data model is used to reference a payment provider and determine whether it’s installed in the application. - - -# 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. +The `Return` data model also represents the return of these items. In this case, the return is associated with the exchange or claim it was created for. *** -## getWebhookActionAndData Method +## How Returns Impact an Order’s Version -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. +The order’s version is incremented when: -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. - - -# 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. +1. A return is requested. +2. A return is marked as received. # Links between Product Module and Other Modules @@ -27589,6 +27583,525 @@ createRemoteLinkStep({ ``` +# 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). + +## computeActions Method + +The Promotion Module's main service has a [computeActions method](https://docs.medusajs.com/references/promotion/computeActions/index.html.md) that returns an array of actions to perform on a cart when one or more promotions are applied. + +Actions inform you what adjustment must be made to a cart item or shipping method. Each action is an object having the `action` property indicating the type of action. + +*** + +## Action Types + +### `addItemAdjustment` Action + +The `addItemAdjustment` action indicates that an adjustment must be made to an item. For example, removing $5 off its amount. + +This action has the following format: + +```ts +export interface AddItemAdjustmentAction { + action: "addItemAdjustment" + item_id: string + amount: number + code: string + description?: string +} +``` + +This action means that a new record should be created of the `LineItemAdjustment` data model in the Cart Module, or `OrderLineItemAdjustment` data model in the Order Module. + +Refer to [this reference](https://docs.medusajs.com/references/promotion/interfaces/promotion.AddItemAdjustmentAction/index.html.md) for details on the object’s properties. + +### `removeItemAdjustment` Action + +The `removeItemAdjustment` action indicates that an adjustment must be removed from a line item. For example, remove the $5 discount. + +The `computeActions` method accepts any previous item adjustments in the `items` property of the second parameter. + +This action has the following format: + +```ts +export interface RemoveItemAdjustmentAction { + action: "removeItemAdjustment" + adjustment_id: string + description?: string + code: string +} +``` + +This action means that a new record should be removed of the `LineItemAdjustment` (or `OrderLineItemAdjustment`) with the specified ID in the `adjustment_id` property. + +Refer to [this reference](https://docs.medusajs.com/references/promotion/interfaces/promotion.RemoveItemAdjustmentAction/index.html.md) for details on the object’s properties. + +### `addShippingMethodAdjustment` Action + +The `addShippingMethodAdjustment` action indicates that an adjustment must be made on a shipping method. For example, make the shipping method free. + +This action has the following format: + +```ts +export interface AddShippingMethodAdjustment { + action: "addShippingMethodAdjustment" + shipping_method_id: string + amount: number + code: string + description?: string +} +``` + +This action means that a new record should be created of the `ShippingMethodAdjustment` data model in the Cart Module, or `OrderShippingMethodAdjustment` data model in the Order Module. + +Refer to [this reference](https://docs.medusajs.com/references/promotion/interfaces/promotion.AddShippingMethodAdjustment/index.html.md) for details on the object’s properties. + +### `removeShippingMethodAdjustment` Action + +The `removeShippingMethodAdjustment` action indicates that an adjustment must be removed from a shipping method. For example, remove the free shipping discount. + +The `computeActions` method accepts any previous shipping method adjustments in the `shipping_methods` property of the second parameter. + +This action has the following format: + +```ts +export interface RemoveShippingMethodAdjustment { + action: "removeShippingMethodAdjustment" + adjustment_id: string + code: string +} +``` + +When the Medusa application receives this action type, it removes the `ShippingMethodAdjustment` (or `OrderShippingMethodAdjustment`) with the specified ID in the `adjustment_id` property. + +Refer to [this reference](https://docs.medusajs.com/references/promotion/interfaces/promotion.RemoveShippingMethodAdjustment/index.html.md) for details on the object’s properties. + +### `campaignBudgetExceeded` Action + +When the `campaignBudgetExceeded` action is returned, the promotions within a campaign can no longer be used as the campaign budget has been exceeded. + +This action has the following format: + +```ts +export interface CampaignBudgetExceededAction { + action: "campaignBudgetExceeded" + code: string +} +``` + +Refer to [this reference](https://docs.medusajs.com/references/promotion/interfaces/promotion.CampaignBudgetExceededAction/index.html.md) for details on the object’s properties. + + +# Application Method + +In this document, you'll learn what an application method is. + +## What is an Application Method? + +The [ApplicationMethod data model](https://docs.medusajs.com/references/promotion/models/ApplicationMethod/index.html.md) defines how a promotion is applied: + +|Property|Purpose| +|---|---| +|\`type\`|Does the promotion discount a fixed amount or a percentage?| +|\`target\_type\`|Is the promotion applied on a cart item, shipping method, or the entire order?| +|\`allocation\`|Is the discounted amount applied on each item or split between the applicable items?| + +## Target Promotion Rules + +When the promotion is applied to a cart item or a shipping method, you can restrict which items/shipping methods the promotion is applied to. + +The `ApplicationMethod` data model has a collection of `PromotionRule` records to restrict which items or shipping methods the promotion applies to. The `target_rules` property represents this relation. + +![A diagram showcasing the target\_rules relation between the ApplicationMethod and PromotionRule data models](https://res.cloudinary.com/dza7lstvk/image/upload/v1709898273/Medusa%20Resources/application-method-target-rules_hqaymz.jpg) + +In this example, the promotion is only applied on products in the cart having the SKU `SHIRT`. + +*** + +## Buy Promotion Rules + +When the promotion’s type is `buyget`, you must specify the “buy X” condition. For example, a cart must have two shirts before the promotion can be applied. + +The application method has a collection of `PromotionRule` items to define the “buy X” rule. The `buy_rules` property represents this relation. + +![A diagram showcasing the buy\_rules relation between the ApplicationMethod and PromotionRule data models](https://res.cloudinary.com/dza7lstvk/image/upload/v1709898453/Medusa%20Resources/application-method-buy-rules_djjuhw.jpg) + +In this example, the cart must have two products with the SKU `SHIRT` for the promotion to be applied. + + +# Promotion Concepts + +In this guide, you’ll learn about the main promotion and rule concepts in the Promotion Module. + +Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/promotions/index.html.md) to learn how to manage promotions using the dashboard. + +## What is a Promotion? + +A promotion, represented by the [Promotion data model](https://docs.medusajs.com/references/promotion/models/Promotion/index.html.md), is a discount that can be applied on cart items, shipping methods, or entire orders. + +A promotion has two types: + +- `standard`: A standard promotion with rules. +- `buyget`: “A buy X get Y” promotion with rules. + +|\`standard\`|\`buyget\`| +|---|---| +|A coupon code that gives customers 10% off their entire order.|Buy two shirts and get another for free.| +|A coupon code that gives customers $15 off any shirt in their order.|Buy two shirts and get 10% off the entire order.| +|A discount applied automatically for VIP customers that removes 10% off their shipping method’s amount.|Spend $100 and get free shipping.| + +The Medusa Admin UI may not provide a way to create each of these promotion examples. However, they are supported by the Promotion Module and Medusa's workflows and API routes. + +*** + +## Promotion Rules + +A promotion can be restricted by a set of rules, each rule is represented by the [PromotionRule data model](https://docs.medusajs.com/references/promotion/models/PromotionRule/index.html.md). + +For example, you can create a promotion that only customers of the `VIP` customer group can use. + +![A diagram showcasing the relation between Promotion and PromotionRule](https://res.cloudinary.com/dza7lstvk/image/upload/v1709833196/Medusa%20Resources/promotion-promotion-rule_msbx0w.jpg) + +A `PromotionRule`'s `attribute` property indicates the property's name to which this rule is applied. For example, `customer_group_id`. + +The expected value for the attribute is stored in the `PromotionRuleValue` data model. So, a rule can have multiple values. + +When testing whether a promotion can be applied to a cart, the rule's `attribute` property and its values are tested on the cart itself. + +For example, the cart's customer must be part of the customer group(s) indicated in the promotion rule's value. + +### Flexible Rules + +The `PromotionRule`'s `operator` property adds more flexibility to the rule’s condition rather than simple equality (`eq`). + +For example, to restrict the promotion to only `VIP` and `B2B` customer groups: + +- Add a `PromotionRule` record with its `attribute` property set to `customer_group_id` and `operator` property to `in`. +- Add two `PromotionRuleValue` records associated with the rule: one with the value `VIP` and the other `B2B`. + +![A diagram showcasing the relation between PromotionRule and PromotionRuleValue when a rule has multiple values](https://res.cloudinary.com/dza7lstvk/image/upload/v1709897383/Medusa%20Resources/promotion-promotion-rule-multiple_hctpmt.jpg) + +In this case, a customer’s group must be in the `VIP` and `B2B` set of values to use the promotion. + +*** + +## How to Apply Rules on a Promotion? + +### Using Workflows + +If you're managing promotions using [Medusa's workflows](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/medusa-workflows-reference/index.html.md) or the API routes that use them, you can specify rules for the promotion or its [application method](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/application-method/index.html.md). + +For example, if you're creating a promotion using the [createPromotionsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createPromotionsWorkflow/index.html.md): + +```ts +const { result } = await createPromotionsWorkflow(container) + .run({ + input: { + promotionsData: [{ + code: "10OFF", + type: "standard", + status: "active", + application_method: { + type: "percentage", + target_type: "items", + allocation: "across", + value: 10, + currency_code: "usd", + }, + rules: [ + { + attribute: "customer.group.id", + operator: "eq", + values: [ + "cusgrp_123" + ] + } + ] + }], + } + }) +``` + +In this example, the promotion is restricted to customers with the `cusgrp_123` customer group. + +### Using Promotion Module's Service + +For most use cases, it's recommended to use [workflows](#using-workflows) instead of directly using the module's service. + +If you're managing promotions using the Promotion Module's service, you can specify rules for the promotion or its [application method](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/application-method/index.html.md) in its methods. + +For example, if you're creating a promotion with the [createPromotions](https://docs.medusajs.com/resources/references/promotion/createPromotions/index.html.md) method: + +```ts +const promotions = await promotionModuleService.createPromotions([ + { + code: "50OFF", + type: "standard", + status: "active", + application_method: { + type: "percentage", + target_type: "items", + value: 50, + }, + rules: [ + { + attribute: "customer.group.id", + operator: "eq", + values: [ + "cusgrp_123" + ] + } + ] + }, +]) +``` + +In this example, the promotion is restricted to customers with the `cusgrp_123` customer group. + +### How is the Promotion Rule Applied? + +A promotion is applied on a resource if its attributes match the promotion's rules. + +For example, consider you have the following promotion with a rule that restricts the promotion to a specific customer: + +```json +{ + "code": "10OFF", + "type": "standard", + "status": "active", + "application_method": { + "type": "percentage", + "target_type": "items", + "allocation": "across", + "value": 10, + "currency_code": "usd" + }, + "rules": [ + { + "attribute": "customer_id", + "operator": "eq", + "values": [ + "cus_123" + ] + } + ] +} +``` + +When you try to apply this promotion on a cart, the cart's `customer_id` is compared to the promotion rule's value based on the specified operator. So, the promotion will only be applied if the cart's `customer_id` is equal to `cus_123`. + + +# 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. + +## Summary + +The Promotion 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 - many-to-many|| +| in ||Read-only - has one|| +| in ||Stored - many-to-many|| + +*** + +## Cart Module + +A promotion can be applied on line items and shipping methods of a cart. Medusa defines a link between the `Cart` and `Promotion` data models. + +![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 [Cart Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/index.html.md)'s `LineItemAdjustment` data model and the `Promotion` data model. Because the link is read-only from the `LineItemAdjustment`'s side, you can only retrieve the promotion applied on a line item, and not the other way around. + +### Retrieve with Query + +To retrieve the carts that a promotion is applied on with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `carts.*` in `fields`: + +To retrieve the promotion of a line item adjustment, pass `promotion.*` in `fields`. + +### query.graph + +```ts +const { data: promotions } = await query.graph({ + entity: "promotion", + fields: [ + "carts.*", + ], +}) + +// promotions[0].carts +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: promotions } = useQueryGraphStep({ + entity: "promotion", + fields: [ + "carts.*", + ], +}) + +// promotions[0].carts +``` + +### 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", + }, +}) +``` + +*** + +## Order Module + +An order is associated with the promotion applied on it. Medusa defines a link between the `Order` and `Promotion` data models. + +![A diagram showcasing an example of how data models from the Order and Promotion modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716555015/Medusa%20Resources/order-promotion_dgjzzd.jpg) + +### Retrieve with Query + +To retrieve the orders a promotion is applied on with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `orders.*` in `fields`: + +### query.graph + +```ts +const { data: promotions } = await query.graph({ + entity: "promotion", + fields: [ + "orders.*", + ], +}) + +// promotions[0].orders +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: promotions } = useQueryGraphStep({ + entity: "promotion", + fields: [ + "orders.*", + ], +}) + +// promotions[0].orders +``` + +### Manage with Link + +To manage the promotion 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.PROMOTION]: { + promotion_id: "promo_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.ORDER]: { + order_id: "order_123", + }, + [Modules.PROMOTION]: { + promotion_id: "promo_123", + }, +}) +``` + + # Stock Location Concepts In this document, you’ll learn about the main concepts in the Stock Location Module. @@ -27836,28 +28349,177 @@ createRemoteLinkStep({ ``` -# Publishable API Keys with Sales Channels +# Tax Module Options -In this document, you’ll learn what publishable API keys are and how to use them with sales channels. +In this document, you'll learn about the options of the Tax Module. -## Publishable API Keys with Sales Channels +## providers -A publishable API key, provided by the API Key Module, is a client key scoped to one or more sales channels. +The `providers` option is an array of either tax module providers or path to a file that defines a tax provider. -When sending a request to a Store API route, you must pass a publishable API key in the header of the request: +When the Medusa application starts, these providers are registered and can be used to retrieve tax lines. -```bash -curl http://localhost:9000/store/products \ - x-publishable-api-key: {your_publishable_api_key} +```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 Medusa application infers the associated sales channels and ensures that only data relevant to the sales channel are used. +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 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. *** -## How to Create a Publishable API Key? +## Override Tax Rates with Rules -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). +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 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 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. # Links between Sales Channel Module and Other Modules @@ -28208,523 +28870,28 @@ createRemoteLinkStep({ ``` -# Application Method +# Publishable API Keys with Sales Channels -In this document, you'll learn what an application method is. +In this document, you’ll learn what publishable API keys are and how to use them with sales channels. -## What is an Application Method? +## Publishable API Keys with Sales Channels -The [ApplicationMethod data model](https://docs.medusajs.com/references/promotion/models/ApplicationMethod/index.html.md) defines how a promotion is applied: +A publishable API key, provided by the API Key Module, is a client key scoped to one or more sales channels. -|Property|Purpose| -|---|---| -|\`type\`|Does the promotion discount a fixed amount or a percentage?| -|\`target\_type\`|Is the promotion applied on a cart item, shipping method, or the entire order?| -|\`allocation\`|Is the discounted amount applied on each item or split between the applicable items?| +When sending a request to a Store API route, you must pass a publishable API key in the header of the request: -## Target Promotion Rules +```bash +curl http://localhost:9000/store/products \ + x-publishable-api-key: {your_publishable_api_key} +``` -When the promotion is applied to a cart item or a shipping method, you can restrict which items/shipping methods the promotion is applied to. - -The `ApplicationMethod` data model has a collection of `PromotionRule` records to restrict which items or shipping methods the promotion applies to. The `target_rules` property represents this relation. - -![A diagram showcasing the target\_rules relation between the ApplicationMethod and PromotionRule data models](https://res.cloudinary.com/dza7lstvk/image/upload/v1709898273/Medusa%20Resources/application-method-target-rules_hqaymz.jpg) - -In this example, the promotion is only applied on products in the cart having the SKU `SHIRT`. +The Medusa application infers the associated sales channels and ensures that only data relevant to the sales channel are used. *** -## Buy Promotion Rules +## How to Create a Publishable API Key? -When the promotion’s type is `buyget`, you must specify the “buy X” condition. For example, a cart must have two shirts before the promotion can be applied. - -The application method has a collection of `PromotionRule` items to define the “buy X” rule. The `buy_rules` property represents this relation. - -![A diagram showcasing the buy\_rules relation between the ApplicationMethod and PromotionRule data models](https://res.cloudinary.com/dza7lstvk/image/upload/v1709898453/Medusa%20Resources/application-method-buy-rules_djjuhw.jpg) - -In this example, the cart must have two products with the SKU `SHIRT` for the promotion to be applied. - - -# 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). - -## computeActions Method - -The Promotion Module's main service has a [computeActions method](https://docs.medusajs.com/references/promotion/computeActions/index.html.md) that returns an array of actions to perform on a cart when one or more promotions are applied. - -Actions inform you what adjustment must be made to a cart item or shipping method. Each action is an object having the `action` property indicating the type of action. - -*** - -## Action Types - -### `addItemAdjustment` Action - -The `addItemAdjustment` action indicates that an adjustment must be made to an item. For example, removing $5 off its amount. - -This action has the following format: - -```ts -export interface AddItemAdjustmentAction { - action: "addItemAdjustment" - item_id: string - amount: number - code: string - description?: string -} -``` - -This action means that a new record should be created of the `LineItemAdjustment` data model in the Cart Module, or `OrderLineItemAdjustment` data model in the Order Module. - -Refer to [this reference](https://docs.medusajs.com/references/promotion/interfaces/promotion.AddItemAdjustmentAction/index.html.md) for details on the object’s properties. - -### `removeItemAdjustment` Action - -The `removeItemAdjustment` action indicates that an adjustment must be removed from a line item. For example, remove the $5 discount. - -The `computeActions` method accepts any previous item adjustments in the `items` property of the second parameter. - -This action has the following format: - -```ts -export interface RemoveItemAdjustmentAction { - action: "removeItemAdjustment" - adjustment_id: string - description?: string - code: string -} -``` - -This action means that a new record should be removed of the `LineItemAdjustment` (or `OrderLineItemAdjustment`) with the specified ID in the `adjustment_id` property. - -Refer to [this reference](https://docs.medusajs.com/references/promotion/interfaces/promotion.RemoveItemAdjustmentAction/index.html.md) for details on the object’s properties. - -### `addShippingMethodAdjustment` Action - -The `addShippingMethodAdjustment` action indicates that an adjustment must be made on a shipping method. For example, make the shipping method free. - -This action has the following format: - -```ts -export interface AddShippingMethodAdjustment { - action: "addShippingMethodAdjustment" - shipping_method_id: string - amount: number - code: string - description?: string -} -``` - -This action means that a new record should be created of the `ShippingMethodAdjustment` data model in the Cart Module, or `OrderShippingMethodAdjustment` data model in the Order Module. - -Refer to [this reference](https://docs.medusajs.com/references/promotion/interfaces/promotion.AddShippingMethodAdjustment/index.html.md) for details on the object’s properties. - -### `removeShippingMethodAdjustment` Action - -The `removeShippingMethodAdjustment` action indicates that an adjustment must be removed from a shipping method. For example, remove the free shipping discount. - -The `computeActions` method accepts any previous shipping method adjustments in the `shipping_methods` property of the second parameter. - -This action has the following format: - -```ts -export interface RemoveShippingMethodAdjustment { - action: "removeShippingMethodAdjustment" - adjustment_id: string - code: string -} -``` - -When the Medusa application receives this action type, it removes the `ShippingMethodAdjustment` (or `OrderShippingMethodAdjustment`) with the specified ID in the `adjustment_id` property. - -Refer to [this reference](https://docs.medusajs.com/references/promotion/interfaces/promotion.RemoveShippingMethodAdjustment/index.html.md) for details on the object’s properties. - -### `campaignBudgetExceeded` Action - -When the `campaignBudgetExceeded` action is returned, the promotions within a campaign can no longer be used as the campaign budget has been exceeded. - -This action has the following format: - -```ts -export interface CampaignBudgetExceededAction { - action: "campaignBudgetExceeded" - code: string -} -``` - -Refer to [this reference](https://docs.medusajs.com/references/promotion/interfaces/promotion.CampaignBudgetExceededAction/index.html.md) for details on the object’s properties. - - -# 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 guide, you’ll learn about the main promotion and rule concepts in the Promotion Module. - -Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/promotions/index.html.md) to learn how to manage promotions using the dashboard. - -## What is a Promotion? - -A promotion, represented by the [Promotion data model](https://docs.medusajs.com/references/promotion/models/Promotion/index.html.md), is a discount that can be applied on cart items, shipping methods, or entire orders. - -A promotion has two types: - -- `standard`: A standard promotion with rules. -- `buyget`: “A buy X get Y” promotion with rules. - -|\`standard\`|\`buyget\`| -|---|---| -|A coupon code that gives customers 10% off their entire order.|Buy two shirts and get another for free.| -|A coupon code that gives customers $15 off any shirt in their order.|Buy two shirts and get 10% off the entire order.| -|A discount applied automatically for VIP customers that removes 10% off their shipping method’s amount.|Spend $100 and get free shipping.| - -The Medusa Admin UI may not provide a way to create each of these promotion examples. However, they are supported by the Promotion Module and Medusa's workflows and API routes. - -*** - -## Promotion Rules - -A promotion can be restricted by a set of rules, each rule is represented by the [PromotionRule data model](https://docs.medusajs.com/references/promotion/models/PromotionRule/index.html.md). - -For example, you can create a promotion that only customers of the `VIP` customer group can use. - -![A diagram showcasing the relation between Promotion and PromotionRule](https://res.cloudinary.com/dza7lstvk/image/upload/v1709833196/Medusa%20Resources/promotion-promotion-rule_msbx0w.jpg) - -A `PromotionRule`'s `attribute` property indicates the property's name to which this rule is applied. For example, `customer_group_id`. - -The expected value for the attribute is stored in the `PromotionRuleValue` data model. So, a rule can have multiple values. - -When testing whether a promotion can be applied to a cart, the rule's `attribute` property and its values are tested on the cart itself. - -For example, the cart's customer must be part of the customer group(s) indicated in the promotion rule's value. - -### Flexible Rules - -The `PromotionRule`'s `operator` property adds more flexibility to the rule’s condition rather than simple equality (`eq`). - -For example, to restrict the promotion to only `VIP` and `B2B` customer groups: - -- Add a `PromotionRule` record with its `attribute` property set to `customer_group_id` and `operator` property to `in`. -- Add two `PromotionRuleValue` records associated with the rule: one with the value `VIP` and the other `B2B`. - -![A diagram showcasing the relation between PromotionRule and PromotionRuleValue when a rule has multiple values](https://res.cloudinary.com/dza7lstvk/image/upload/v1709897383/Medusa%20Resources/promotion-promotion-rule-multiple_hctpmt.jpg) - -In this case, a customer’s group must be in the `VIP` and `B2B` set of values to use the promotion. - -*** - -## How to Apply Rules on a Promotion? - -### Using Workflows - -If you're managing promotions using [Medusa's workflows](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/medusa-workflows-reference/index.html.md) or the API routes that use them, you can specify rules for the promotion or its [application method](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/application-method/index.html.md). - -For example, if you're creating a promotion using the [createPromotionsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createPromotionsWorkflow/index.html.md): - -```ts -const { result } = await createPromotionsWorkflow(container) - .run({ - input: { - promotionsData: [{ - code: "10OFF", - type: "standard", - status: "active", - application_method: { - type: "percentage", - target_type: "items", - allocation: "across", - value: 10, - currency_code: "usd", - }, - rules: [ - { - attribute: "customer.group.id", - operator: "eq", - values: [ - "cusgrp_123" - ] - } - ] - }], - } - }) -``` - -In this example, the promotion is restricted to customers with the `cusgrp_123` customer group. - -### Using Promotion Module's Service - -For most use cases, it's recommended to use [workflows](#using-workflows) instead of directly using the module's service. - -If you're managing promotions using the Promotion Module's service, you can specify rules for the promotion or its [application method](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/application-method/index.html.md) in its methods. - -For example, if you're creating a promotion with the [createPromotions](https://docs.medusajs.com/resources/references/promotion/createPromotions/index.html.md) method: - -```ts -const promotions = await promotionModuleService.createPromotions([ - { - code: "50OFF", - type: "standard", - status: "active", - application_method: { - type: "percentage", - target_type: "items", - value: 50, - }, - rules: [ - { - attribute: "customer.group.id", - operator: "eq", - values: [ - "cusgrp_123" - ] - } - ] - }, -]) -``` - -In this example, the promotion is restricted to customers with the `cusgrp_123` customer group. - -### How is the Promotion Rule Applied? - -A promotion is applied on a resource if its attributes match the promotion's rules. - -For example, consider you have the following promotion with a rule that restricts the promotion to a specific customer: - -```json -{ - "code": "10OFF", - "type": "standard", - "status": "active", - "application_method": { - "type": "percentage", - "target_type": "items", - "allocation": "across", - "value": 10, - "currency_code": "usd" - }, - "rules": [ - { - "attribute": "customer_id", - "operator": "eq", - "values": [ - "cus_123" - ] - } - ] -} -``` - -When you try to apply this promotion on a cart, the cart's `customer_id` is compared to the promotion rule's value based on the specified operator. So, the promotion will only be applied if the cart's `customer_id` is equal to `cus_123`. - - -# Links between Promotion Module and Other Modules - -This document showcases the module links defined between the Promotion Module and other Commerce Modules. - -## Summary - -The Promotion 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 - many-to-many|| -| in ||Read-only - has one|| -| in ||Stored - many-to-many|| - -*** - -## Cart Module - -A promotion can be applied on line items and shipping methods of a cart. Medusa defines a link between the `Cart` and `Promotion` data models. - -![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 [Cart Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/index.html.md)'s `LineItemAdjustment` data model and the `Promotion` data model. Because the link is read-only from the `LineItemAdjustment`'s side, you can only retrieve the promotion applied on a line item, and not the other way around. - -### Retrieve with Query - -To retrieve the carts that a promotion is applied on with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `carts.*` in `fields`: - -To retrieve the promotion of a line item adjustment, pass `promotion.*` in `fields`. - -### query.graph - -```ts -const { data: promotions } = await query.graph({ - entity: "promotion", - fields: [ - "carts.*", - ], -}) - -// promotions[0].carts -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: promotions } = useQueryGraphStep({ - entity: "promotion", - fields: [ - "carts.*", - ], -}) - -// promotions[0].carts -``` - -### 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", - }, -}) -``` - -*** - -## Order Module - -An order is associated with the promotion applied on it. Medusa defines a link between the `Order` and `Promotion` data models. - -![A diagram showcasing an example of how data models from the Order and Promotion modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716555015/Medusa%20Resources/order-promotion_dgjzzd.jpg) - -### Retrieve with Query - -To retrieve the orders a promotion is applied on with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `orders.*` in `fields`: - -### query.graph - -```ts -const { data: promotions } = await query.graph({ - entity: "promotion", - fields: [ - "orders.*", - ], -}) - -// promotions[0].orders -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: promotions } = useQueryGraphStep({ - entity: "promotion", - fields: [ - "orders.*", - ], -}) - -// promotions[0].orders -``` - -### Manage with Link - -To manage the promotion 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.PROMOTION]: { - promotion_id: "promo_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.ORDER]: { - order_id: "order_123", - }, - [Modules.PROMOTION]: { - promotion_id: "promo_123", - }, -}) -``` +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 @@ -28784,216 +28951,6 @@ const { data: stores } = useQueryGraphStep({ ``` -# 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. - - -# User Module Options - -In this document, you'll learn about the options of the User Module. - -## Module Options - -```ts title="medusa-config.ts" -import { Modules } from "@medusajs/framework/utils" - -// ... - -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "@medusajs/user", - options: { - jwt_secret: process.env.JWT_SECRET, - }, - }, - ], -}) -``` - -|Option|Description|Required| -|---|---|---|---|---| -|\`jwt\_secret\`|A string indicating the secret used to sign the invite tokens.|Yes| - -### Environment Variables - -Make sure to add the necessary environment variables for the above options in `.env`: - -```bash -JWT_SECRET=supersecret -``` - - # User Creation Flows In this document, learn the different ways to create a user using the User Module. @@ -29074,6 +29031,43 @@ if (!count) { ``` +# User Module Options + +In this document, you'll learn about the options of the User Module. + +## Module Options + +```ts title="medusa-config.ts" +import { Modules } from "@medusajs/framework/utils" + +// ... + +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "@medusajs/user", + options: { + jwt_secret: process.env.JWT_SECRET, + }, + }, + ], +}) +``` + +|Option|Description|Required| +|---|---|---|---|---| +|\`jwt\_secret\`|A string indicating the secret used to sign the invite tokens.|Yes| + +### Environment Variables + +Make sure to add the necessary environment variables for the above options in `.env`: + +```bash +JWT_SECRET=supersecret +``` + + # 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. @@ -29682,505 +29676,539 @@ For each product variant, you: ## Workflows -- [deleteApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteApiKeysWorkflow/index.html.md) - [createApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/createApiKeysWorkflow/index.html.md) +- [deleteApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteApiKeysWorkflow/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) - [generateResetPasswordTokenWorkflow](https://docs.medusajs.com/references/medusa-workflows/generateResetPasswordTokenWorkflow/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) +- [updateLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateLinksWorkflow/index.html.md) +- [dismissLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/dismissLinksWorkflow/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) - [createCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCartWorkflow/index.html.md) -- [createPaymentCollectionForCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPaymentCollectionForCartWorkflow/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) - [listShippingOptionsForCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/listShippingOptionsForCartWorkflow/index.html.md) -- [refreshCartShippingMethodsWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshCartShippingMethodsWorkflow/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) - [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) -- [batchLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinksWorkflow/index.html.md) -- [dismissLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/dismissLinksWorkflow/index.html.md) - [validateExistingPaymentCollectionStep](https://docs.medusajs.com/references/medusa-workflows/validateExistingPaymentCollectionStep/index.html.md) -- [updateLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateLinksWorkflow/index.html.md) -- [createLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/createLinksWorkflow/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) -- [createCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerGroupsWorkflow/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) +- [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) +- [deleteCustomerAddressesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCustomerAddressesWorkflow/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) - [deleteCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCustomerGroupsWorkflow/index.html.md) -- [linkCustomersToCustomerGroupWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkCustomersToCustomerGroupWorkflow/index.html.md) +- [createCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerGroupsWorkflow/index.html.md) - [linkCustomerGroupsToCustomerWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkCustomerGroupsToCustomerWorkflow/index.html.md) - [updateCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCustomerGroupsWorkflow/index.html.md) +- [linkCustomersToCustomerGroupWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkCustomersToCustomerGroupWorkflow/index.html.md) +- [uploadFilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/uploadFilesWorkflow/index.html.md) +- [deleteFilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteFilesWorkflow/index.html.md) - [createDefaultsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createDefaultsWorkflow/index.html.md) -- [createInvitesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInvitesWorkflow/index.html.md) -- [deleteInvitesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteInvitesWorkflow/index.html.md) -- [acceptInviteWorkflow](https://docs.medusajs.com/references/medusa-workflows/acceptInviteWorkflow/index.html.md) -- [refreshInviteTokensWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshInviteTokensWorkflow/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) +- [calculateShippingOptionsPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/calculateShippingOptionsPricesWorkflow/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) +- [createShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShippingOptionsWorkflow/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) -- [createShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShippingOptionsWorkflow/index.html.md) +- [createShippingProfilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShippingProfilesWorkflow/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) -- [createShippingProfilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShippingProfilesWorkflow/index.html.md) - [deleteShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteShippingOptionsWorkflow/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) - [updateFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateFulfillmentWorkflow/index.html.md) - [updateShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateShippingOptionsWorkflow/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) - [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) - [createInventoryLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInventoryLevelsWorkflow/index.html.md) - [createInventoryItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInventoryItemsWorkflow/index.html.md) +- [bulkCreateDeleteLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/bulkCreateDeleteLevelsWorkflow/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) -- [validateInventoryLevelsDelete](https://docs.medusajs.com/references/medusa-workflows/validateInventoryLevelsDelete/index.html.md) - [updateInventoryLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateInventoryLevelsWorkflow/index.html.md) +- [validateInventoryLevelsDelete](https://docs.medusajs.com/references/medusa-workflows/validateInventoryLevelsDelete/index.html.md) - [deleteLineItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteLineItemsWorkflow/index.html.md) -- [capturePaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/capturePaymentWorkflow/index.html.md) +- [acceptInviteWorkflow](https://docs.medusajs.com/references/medusa-workflows/acceptInviteWorkflow/index.html.md) +- [createInvitesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInvitesWorkflow/index.html.md) +- [deleteInvitesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteInvitesWorkflow/index.html.md) +- [refreshInviteTokensWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshInviteTokensWorkflow/index.html.md) - [processPaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/processPaymentWorkflow/index.html.md) +- [capturePaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/capturePaymentWorkflow/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) -- [validateRefundStep](https://docs.medusajs.com/references/medusa-workflows/validateRefundStep/index.html.md) - [validatePaymentsRefundStep](https://docs.medusajs.com/references/medusa-workflows/validatePaymentsRefundStep/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) -- [updateRefundReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateRefundReasonsWorkflow/index.html.md) -- [deleteRefundReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteRefundReasonsWorkflow/index.html.md) -- [deletePricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePricePreferencesWorkflow/index.html.md) -- [createPricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPricePreferencesWorkflow/index.html.md) -- [updatePricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePricePreferencesWorkflow/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) - [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) -- [updatePriceListsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePriceListsWorkflow/index.html.md) +- [removePriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/removePriceListPricesWorkflow/index.html.md) - [updatePriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePriceListPricesWorkflow/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) -- [acceptOrderTransferValidationStep](https://docs.medusajs.com/references/medusa-workflows/acceptOrderTransferValidationStep/index.html.md) -- [deleteProductCategoriesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductCategoriesWorkflow/index.html.md) -- [acceptOrderTransferWorkflow](https://docs.medusajs.com/references/medusa-workflows/acceptOrderTransferWorkflow/index.html.md) +- [updatePriceListsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePriceListsWorkflow/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) +- [acceptOrderTransferWorkflow](https://docs.medusajs.com/references/medusa-workflows/acceptOrderTransferWorkflow/index.html.md) +- [acceptOrderTransferValidationStep](https://docs.medusajs.com/references/medusa-workflows/acceptOrderTransferValidationStep/index.html.md) - [archiveOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/archiveOrderWorkflow/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) -- [beginOrderEditValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginOrderEditValidationStep/index.html.md) +- [beginClaimOrderValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginClaimOrderValidationStep/index.html.md) +- [beginClaimOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginClaimOrderWorkflow/index.html.md) - [beginOrderEditOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginOrderEditOrderWorkflow/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) -- [beginReceiveReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginReceiveReturnValidationStep/index.html.md) -- [beginReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginReturnOrderWorkflow/index.html.md) -- [cancelBeginOrderEditValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderEditValidationStep/index.html.md) - [cancelBeginOrderClaimValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderClaimValidationStep/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) -- [cancelBeginOrderEditWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderEditWorkflow/index.html.md) -- [cancelClaimValidateOrderStep](https://docs.medusajs.com/references/medusa-workflows/cancelClaimValidateOrderStep/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) -- [cancelOrderClaimWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderClaimWorkflow/index.html.md) +- [cancelBeginOrderEditWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderEditWorkflow/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) - [cancelOrderExchangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderExchangeWorkflow/index.html.md) - [cancelOrderFulfillmentValidateOrder](https://docs.medusajs.com/references/medusa-workflows/cancelOrderFulfillmentValidateOrder/index.html.md) -- [cancelOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderWorkflow/index.html.md) - [cancelOrderFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderFulfillmentWorkflow/index.html.md) - [cancelOrderTransferRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderTransferRequestWorkflow/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) +- [cancelOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderWorkflow/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) -- [cancelRequestReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelRequestReturnValidationStep/index.html.md) -- [cancelValidateOrder](https://docs.medusajs.com/references/medusa-workflows/cancelValidateOrder/index.html.md) -- [cancelTransferOrderRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelTransferOrderRequestValidationStep/index.html.md) - [cancelReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelReturnWorkflow/index.html.md) - [cancelReturnValidateOrder](https://docs.medusajs.com/references/medusa-workflows/cancelReturnValidateOrder/index.html.md) +- [cancelTransferOrderRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelTransferOrderRequestValidationStep/index.html.md) +- [cancelValidateOrder](https://docs.medusajs.com/references/medusa-workflows/cancelValidateOrder/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) -- [confirmClaimRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmClaimRequestValidationStep/index.html.md) - [confirmExchangeRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmExchangeRequestValidationStep/index.html.md) - [confirmExchangeRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmExchangeRequestWorkflow/index.html.md) -- [confirmOrderEditRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmOrderEditRequestWorkflow/index.html.md) +- [confirmClaimRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmClaimRequestValidationStep/index.html.md) - [confirmOrderEditRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmOrderEditRequestValidationStep/index.html.md) +- [confirmOrderEditRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmOrderEditRequestWorkflow/index.html.md) - [confirmReceiveReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmReceiveReturnValidationStep/index.html.md) -- [confirmReturnRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmReturnRequestValidationStep/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) -- [createClaimShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createClaimShippingMethodWorkflow/index.html.md) -- [createCompleteReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/createCompleteReturnValidationStep/index.html.md) - [createAndCompleteReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/createAndCompleteReturnOrderWorkflow/index.html.md) +- [confirmReturnRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmReturnRequestValidationStep/index.html.md) +- [createClaimShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/createClaimShippingMethodValidationStep/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) - [createExchangeShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/createExchangeShippingMethodValidationStep/index.html.md) - [createExchangeShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createExchangeShippingMethodWorkflow/index.html.md) +- [createOrUpdateOrderPaymentCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrUpdateOrderPaymentCollectionWorkflow/index.html.md) - [createFulfillmentValidateOrder](https://docs.medusajs.com/references/medusa-workflows/createFulfillmentValidateOrder/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) - [createOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderChangeWorkflow/index.html.md) -- [createOrUpdateOrderPaymentCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrUpdateOrderPaymentCollectionWorkflow/index.html.md) -- [createOrderPaymentCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderPaymentCollectionWorkflow/index.html.md) - [createOrderFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderFulfillmentWorkflow/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) - [createOrderShipmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderShipmentWorkflow/index.html.md) -- [createOrdersWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrdersWorkflow/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) - [createReturnShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createReturnShippingMethodWorkflow/index.html.md) -- [declineOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/declineOrderChangeWorkflow/index.html.md) - [createShipmentValidateOrder](https://docs.medusajs.com/references/medusa-workflows/createShipmentValidateOrder/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) -- [declineTransferOrderRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/declineTransferOrderRequestValidationStep/index.html.md) - [deleteOrderChangeActionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteOrderChangeActionsWorkflow/index.html.md) - [deleteOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteOrderChangeWorkflow/index.html.md) +- [declineTransferOrderRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/declineTransferOrderRequestValidationStep/index.html.md) - [deleteOrderPaymentCollections](https://docs.medusajs.com/references/medusa-workflows/deleteOrderPaymentCollections/index.html.md) - [dismissItemReturnRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/dismissItemReturnRequestValidationStep/index.html.md) - [exchangeAddNewItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/exchangeAddNewItemValidationStep/index.html.md) -- [dismissItemReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/dismissItemReturnRequestWorkflow/index.html.md) - [exchangeRequestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/exchangeRequestItemReturnValidationStep/index.html.md) +- [dismissItemReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/dismissItemReturnRequestWorkflow/index.html.md) - [getOrderDetailWorkflow](https://docs.medusajs.com/references/medusa-workflows/getOrderDetailWorkflow/index.html.md) -- [markPaymentCollectionAsPaid](https://docs.medusajs.com/references/medusa-workflows/markPaymentCollectionAsPaid/index.html.md) -- [markOrderFulfillmentAsDeliveredWorkflow](https://docs.medusajs.com/references/medusa-workflows/markOrderFulfillmentAsDeliveredWorkflow/index.html.md) - [getOrdersListWorkflow](https://docs.medusajs.com/references/medusa-workflows/getOrdersListWorkflow/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) +- [markOrderFulfillmentAsDeliveredWorkflow](https://docs.medusajs.com/references/medusa-workflows/markOrderFulfillmentAsDeliveredWorkflow/index.html.md) - [orderClaimAddNewItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimAddNewItemValidationStep/index.html.md) +- [markPaymentCollectionAsPaid](https://docs.medusajs.com/references/medusa-workflows/markPaymentCollectionAsPaid/index.html.md) - [orderClaimAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderClaimAddNewItemWorkflow/index.html.md) -- [orderClaimRequestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimRequestItemReturnValidationStep/index.html.md) +- [orderClaimItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimItemValidationStep/index.html.md) - [orderClaimRequestItemReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderClaimRequestItemReturnWorkflow/index.html.md) -- [orderEditAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderEditAddNewItemWorkflow/index.html.md) +- [orderClaimRequestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimRequestItemReturnValidationStep/index.html.md) +- [orderClaimItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderClaimItemWorkflow/index.html.md) - [orderEditAddNewItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderEditAddNewItemValidationStep/index.html.md) -- [orderExchangeAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderExchangeAddNewItemWorkflow/index.html.md) -- [orderEditUpdateItemQuantityWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderEditUpdateItemQuantityWorkflow/index.html.md) - [orderEditUpdateItemQuantityValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderEditUpdateItemQuantityValidationStep/index.html.md) -- [orderFulfillmentDeliverablilityValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderFulfillmentDeliverablilityValidationStep/index.html.md) -- [receiveCompleteReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/receiveCompleteReturnValidationStep/index.html.md) +- [orderEditAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderEditAddNewItemWorkflow/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) - [receiveAndCompleteReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/receiveAndCompleteReturnOrderWorkflow/index.html.md) - [orderExchangeRequestItemReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderExchangeRequestItemReturnWorkflow/index.html.md) +- [orderFulfillmentDeliverablilityValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderFulfillmentDeliverablilityValidationStep/index.html.md) +- [receiveCompleteReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/receiveCompleteReturnValidationStep/index.html.md) +- [receiveItemReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/receiveItemReturnRequestWorkflow/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) +- [removeClaimShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeClaimShippingMethodWorkflow/index.html.md) - [removeClaimShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeClaimShippingMethodValidationStep/index.html.md) - [removeClaimItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeClaimItemActionValidationStep/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) - [removeExchangeShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeExchangeShippingMethodWorkflow/index.html.md) - [removeExchangeShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeExchangeShippingMethodValidationStep/index.html.md) - [removeItemClaimActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemClaimActionWorkflow/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) - [removeItemReceiveReturnActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemReceiveReturnActionWorkflow/index.html.md) +- [removeItemReceiveReturnActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeItemReceiveReturnActionValidationStep/index.html.md) - [removeItemReturnActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemReturnActionWorkflow/index.html.md) +- [removeOrderEditShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeOrderEditShippingMethodWorkflow/index.html.md) - [removeOrderEditShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeOrderEditShippingMethodValidationStep/index.html.md) - [removeOrderEditItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeOrderEditItemActionValidationStep/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) -- [requestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/requestItemReturnValidationStep/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) - [requestItemReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/requestItemReturnWorkflow/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) +- [requestOrderEditRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/requestOrderEditRequestValidationStep/index.html.md) - [requestOrderTransferValidationStep](https://docs.medusajs.com/references/medusa-workflows/requestOrderTransferValidationStep/index.html.md) -- [throwUnlessStatusIsNotPaid](https://docs.medusajs.com/references/medusa-workflows/throwUnlessStatusIsNotPaid/index.html.md) -- [throwUnlessPaymentCollectionNotPaid](https://docs.medusajs.com/references/medusa-workflows/throwUnlessPaymentCollectionNotPaid/index.html.md) - [requestOrderTransferWorkflow](https://docs.medusajs.com/references/medusa-workflows/requestOrderTransferWorkflow/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) +- [throwUnlessPaymentCollectionNotPaid](https://docs.medusajs.com/references/medusa-workflows/throwUnlessPaymentCollectionNotPaid/index.html.md) - [updateClaimAddItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateClaimAddItemWorkflow/index.html.md) - [updateClaimItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateClaimItemValidationStep/index.html.md) +- [updateClaimShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateClaimShippingMethodValidationStep/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) -- [updateExchangeAddItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateExchangeAddItemWorkflow/index.html.md) - [updateExchangeAddItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateExchangeAddItemValidationStep/index.html.md) -- [updateClaimShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateClaimShippingMethodValidationStep/index.html.md) +- [updateExchangeAddItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateExchangeAddItemWorkflow/index.html.md) - [updateExchangeShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateExchangeShippingMethodValidationStep/index.html.md) -- [updateOrderChangeActionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderChangeActionsWorkflow/index.html.md) - [updateExchangeShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateExchangeShippingMethodWorkflow/index.html.md) -- [updateOrderChangesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderChangesWorkflow/index.html.md) +- [updateOrderChangeActionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderChangeActionsWorkflow/index.html.md) - [updateOrderEditAddItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditAddItemValidationStep/index.html.md) -- [updateOrderEditItemQuantityValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditItemQuantityValidationStep/index.html.md) - [updateOrderEditAddItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditAddItemWorkflow/index.html.md) +- [updateOrderChangesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderChangesWorkflow/index.html.md) +- [updateOrderEditItemQuantityValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditItemQuantityValidationStep/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) -- [updateOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderWorkflow/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) - [updateReceiveItemReturnRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateReceiveItemReturnRequestValidationStep/index.html.md) - [updateReceiveItemReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReceiveItemReturnRequestWorkflow/index.html.md) - [updateRequestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateRequestItemReturnValidationStep/index.html.md) - [updateRequestItemReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateRequestItemReturnWorkflow/index.html.md) -- [updateReturnShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReturnShippingMethodWorkflow/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) - [updateReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReturnWorkflow/index.html.md) -- [addOrRemoveCampaignPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/addOrRemoveCampaignPromotionsWorkflow/index.html.md) -- [createCampaignsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCampaignsWorkflow/index.html.md) -- [createPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPromotionsWorkflow/index.html.md) -- [batchPromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchPromotionRulesWorkflow/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) -- [deletePromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePromotionRulesWorkflow/index.html.md) -- [updateCampaignsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCampaignsWorkflow/index.html.md) -- [deletePromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePromotionsWorkflow/index.html.md) -- [updatePromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionRulesWorkflow/index.html.md) -- [updatePromotionsStatusWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsStatusWorkflow/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) +- [updatePricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePricePreferencesWorkflow/index.html.md) +- [deletePricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePricePreferencesWorkflow/index.html.md) - [batchLinkProductsToCategoryWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinkProductsToCategoryWorkflow/index.html.md) -- [updatePromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsWorkflow/index.html.md) -- [updatePromotionsValidationStep](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsValidationStep/index.html.md) - [batchLinkProductsToCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinkProductsToCollectionWorkflow/index.html.md) -- [batchProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchProductsWorkflow/index.html.md) - [batchProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchProductVariantsWorkflow/index.html.md) - [createCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCollectionsWorkflow/index.html.md) - [createProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductOptionsWorkflow/index.html.md) -- [createProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductVariantsWorkflow/index.html.md) +- [batchProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchProductsWorkflow/index.html.md) - [createProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductTagsWorkflow/index.html.md) - [createProductTypesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductTypesWorkflow/index.html.md) +- [createProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductVariantsWorkflow/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) +- [deleteProductTypesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductTypesWorkflow/index.html.md) - [deleteProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductTagsWorkflow/index.html.md) - [deleteProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductOptionsWorkflow/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) - [deleteProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductsWorkflow/index.html.md) - [exportProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/exportProductsWorkflow/index.html.md) - [importProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/importProductsWorkflow/index.html.md) - [updateCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCollectionsWorkflow/index.html.md) +- [updateProductTypesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductTypesWorkflow/index.html.md) - [updateProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductTagsWorkflow/index.html.md) - [updateProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductOptionsWorkflow/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) -- [deleteRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteRegionsWorkflow/index.html.md) +- [upsertVariantPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/upsertVariantPricesWorkflow/index.html.md) +- [updateProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductsWorkflow/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) +- [updateProductCategoriesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductCategoriesWorkflow/index.html.md) +- [addOrRemoveCampaignPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/addOrRemoveCampaignPromotionsWorkflow/index.html.md) +- [batchPromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchPromotionRulesWorkflow/index.html.md) +- [createCampaignsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCampaignsWorkflow/index.html.md) +- [createPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPromotionsWorkflow/index.html.md) +- [deleteCampaignsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCampaignsWorkflow/index.html.md) +- [createPromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPromotionRulesWorkflow/index.html.md) +- [deletePromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePromotionRulesWorkflow/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) +- [updatePromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionRulesWorkflow/index.html.md) +- [updatePromotionsStatusWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsStatusWorkflow/index.html.md) +- [updatePromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsWorkflow/index.html.md) - [createRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createRegionsWorkflow/index.html.md) +- [updatePromotionsValidationStep](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsValidationStep/index.html.md) +- [deleteRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteRegionsWorkflow/index.html.md) - [updateRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateRegionsWorkflow/index.html.md) -- [createReturnReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createReturnReasonsWorkflow/index.html.md) -- [updateReturnReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReturnReasonsWorkflow/index.html.md) -- [createReservationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createReservationsWorkflow/index.html.md) -- [deleteReturnReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteReturnReasonsWorkflow/index.html.md) - [deleteReservationsByLineItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteReservationsByLineItemsWorkflow/index.html.md) -- [updateReservationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReservationsWorkflow/index.html.md) - [deleteReservationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteReservationsWorkflow/index.html.md) -- [linkProductsToSalesChannelWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkProductsToSalesChannelWorkflow/index.html.md) +- [createReservationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createReservationsWorkflow/index.html.md) +- [updateReservationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReservationsWorkflow/index.html.md) +- [createReturnReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createReturnReasonsWorkflow/index.html.md) +- [deleteReturnReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteReturnReasonsWorkflow/index.html.md) +- [updateReturnReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReturnReasonsWorkflow/index.html.md) - [createSalesChannelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createSalesChannelsWorkflow/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) +- [deleteStockLocationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteStockLocationsWorkflow/index.html.md) +- [createStockLocationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createStockLocationsWorkflow/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) - [createStoresWorkflow](https://docs.medusajs.com/references/medusa-workflows/createStoresWorkflow/index.html.md) - [deleteStoresWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteStoresWorkflow/index.html.md) - [updateStoresWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateStoresWorkflow/index.html.md) -- [validateStepShippingProfileDelete](https://docs.medusajs.com/references/medusa-workflows/validateStepShippingProfileDelete/index.html.md) -- [deleteShippingProfileWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteShippingProfileWorkflow/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) -- [updateStockLocationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateStockLocationsWorkflow/index.html.md) -- [linkSalesChannelsToStockLocationWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkSalesChannelsToStockLocationWorkflow/index.html.md) -- [deleteStockLocationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteStockLocationsWorkflow/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) - [deleteUsersWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteUsersWorkflow/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) - [createTaxRateRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createTaxRateRulesWorkflow/index.html.md) - [createTaxRatesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createTaxRatesWorkflow/index.html.md) -- [deleteTaxRateRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteTaxRateRulesWorkflow/index.html.md) - [createTaxRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createTaxRegionsWorkflow/index.html.md) +- [deleteTaxRateRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteTaxRateRulesWorkflow/index.html.md) - [deleteTaxRatesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteTaxRatesWorkflow/index.html.md) - [deleteTaxRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteTaxRegionsWorkflow/index.html.md) -- [setTaxRateRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/setTaxRateRulesWorkflow/index.html.md) -- [updateTaxRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateTaxRegionsWorkflow/index.html.md) -- [updateTaxRatesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateTaxRatesWorkflow/index.html.md) - [maybeListTaxRateRuleIdsStep](https://docs.medusajs.com/references/medusa-workflows/maybeListTaxRateRuleIdsStep/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) -- [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) -- [removeCustomerAccountWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeCustomerAccountWorkflow/index.html.md) +- [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) ## Steps +- [setAuthAppMetadataStep](https://docs.medusajs.com/references/medusa-workflows/steps/setAuthAppMetadataStep/index.html.md) +- [createApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/createApiKeysStep/index.html.md) +- [revokeApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/revokeApiKeysStep/index.html.md) +- [updateApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateApiKeysStep/index.html.md) +- [linkSalesChannelsToApiKeyStep](https://docs.medusajs.com/references/medusa-workflows/steps/linkSalesChannelsToApiKeyStep/index.html.md) +- [deleteApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteApiKeysStep/index.html.md) +- [validateSalesChannelsExistStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateSalesChannelsExistStep/index.html.md) - [addShippingMethodToCartStep](https://docs.medusajs.com/references/medusa-workflows/steps/addShippingMethodToCartStep/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) - [createCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCartsStep/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) - [createPaymentCollectionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPaymentCollectionsStep/index.html.md) -- [findOneOrAnyRegionStep](https://docs.medusajs.com/references/medusa-workflows/steps/findOneOrAnyRegionStep/index.html.md) -- [findOrCreateCustomerStep](https://docs.medusajs.com/references/medusa-workflows/steps/findOrCreateCustomerStep/index.html.md) - [createShippingMethodAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingMethodAdjustmentsStep/index.html.md) +- [findOrCreateCustomerStep](https://docs.medusajs.com/references/medusa-workflows/steps/findOrCreateCustomerStep/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) -- [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) - [getActionsToComputeFromPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getActionsToComputeFromPromotionsStep/index.html.md) +- [getLineItemActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getLineItemActionsStep/index.html.md) +- [getPromotionCodesToApply](https://docs.medusajs.com/references/medusa-workflows/steps/getPromotionCodesToApply/index.html.md) - [getVariantPriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getVariantPriceSetsStep/index.html.md) -- [removeLineItemAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeLineItemAdjustmentsStep/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) - [removeShippingMethodAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeShippingMethodAdjustmentsStep/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) - [retrieveCartStep](https://docs.medusajs.com/references/medusa-workflows/steps/retrieveCartStep/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) - [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) - [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md) -- [updateLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateLineItemsStep/index.html.md) - [validateAndReturnShippingMethodsDataStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateAndReturnShippingMethodsDataStep/index.html.md) -- [validateCartShippingOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartShippingOptionsStep/index.html.md) -- [validateCartShippingOptionsPriceStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartShippingOptionsPriceStep/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) - [validateCartStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartStep/index.html.md) - [validateLineItemPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateLineItemPricesStep/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) +- [validateShippingStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateShippingStep/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) - [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) -- [validatePresenceOfStep](https://docs.medusajs.com/references/medusa-workflows/steps/validatePresenceOfStep/index.html.md) - [useQueryGraphStep](https://docs.medusajs.com/references/medusa-workflows/steps/useQueryGraphStep/index.html.md) -- [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) -- [revokeApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/revokeApiKeysStep/index.html.md) -- [updateApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateApiKeysStep/index.html.md) -- [linkSalesChannelsToApiKeyStep](https://docs.medusajs.com/references/medusa-workflows/steps/linkSalesChannelsToApiKeyStep/index.html.md) -- [setAuthAppMetadataStep](https://docs.medusajs.com/references/medusa-workflows/steps/setAuthAppMetadataStep/index.html.md) -- [validateSalesChannelsExistStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateSalesChannelsExistStep/index.html.md) +- [createCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomerAddressesStep/index.html.md) +- [validatePresenceOfStep](https://docs.medusajs.com/references/medusa-workflows/steps/validatePresenceOfStep/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) -- [createCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomerAddressesStep/index.html.md) -- [maybeUnsetDefaultShippingAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/maybeUnsetDefaultShippingAddressesStep/index.html.md) -- [updateCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomerAddressesStep/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) +- [maybeUnsetDefaultShippingAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/maybeUnsetDefaultShippingAddressesStep/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) -- [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) +- [createDefaultStoreStep](https://docs.medusajs.com/references/medusa-workflows/steps/createDefaultStoreStep/index.html.md) - [createCustomerGroupsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomerGroupsStep/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) - [deleteCustomerGroupStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomerGroupStep/index.html.md) - [updateCustomerGroupsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomerGroupsStep/index.html.md) -- [createDefaultStoreStep](https://docs.medusajs.com/references/medusa-workflows/steps/createDefaultStoreStep/index.html.md) -- [calculateShippingOptionsPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/calculateShippingOptionsPricesStep/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) +- [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) - [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) - [createFulfillmentSets](https://docs.medusajs.com/references/medusa-workflows/steps/createFulfillmentSets/index.html.md) -- [createServiceZonesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createServiceZonesStep/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) - [createShippingOptionsPriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingOptionsPriceSetsStep/index.html.md) - [createShippingOptionRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingOptionRulesStep/index.html.md) -- [createFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/createFulfillmentStep/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) - [deleteShippingOptionRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteShippingOptionRulesStep/index.html.md) - [deleteServiceZonesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteServiceZonesStep/index.html.md) - [deleteShippingOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteShippingOptionsStep/index.html.md) -- [createShippingProfilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingProfilesStep/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) - [updateServiceZonesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateServiceZonesStep/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) - [updateShippingProfilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateShippingProfilesStep/index.html.md) - [upsertShippingOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/upsertShippingOptionsStep/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) - [validateShippingOptionPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateShippingOptionPricesStep/index.html.md) -- [adjustInventoryLevelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/adjustInventoryLevelsStep/index.html.md) -- [attachInventoryItemToVariants](https://docs.medusajs.com/references/medusa-workflows/steps/attachInventoryItemToVariants/index.html.md) -- [deleteInventoryItemStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteInventoryItemStep/index.html.md) -- [createInventoryItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createInventoryItemsStep/index.html.md) -- [createInventoryLevelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createInventoryLevelsStep/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) -- [validateInventoryItemsForCreate](https://docs.medusajs.com/references/medusa-workflows/steps/validateInventoryItemsForCreate/index.html.md) -- [validateInventoryLocationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateInventoryLocationsStep/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) - [createInviteStep](https://docs.medusajs.com/references/medusa-workflows/steps/createInviteStep/index.html.md) - [deleteInvitesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteInvitesStep/index.html.md) - [validateTokenStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateTokenStep/index.html.md) - [refreshInviteTokensStep](https://docs.medusajs.com/references/medusa-workflows/steps/refreshInviteTokensStep/index.html.md) +- [adjustInventoryLevelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/adjustInventoryLevelsStep/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) +- [createInventoryItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createInventoryItemsStep/index.html.md) +- [updateInventoryItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateInventoryItemsStep/index.html.md) +- [deleteInventoryLevelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteInventoryLevelsStep/index.html.md) +- [updateInventoryLevelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateInventoryLevelsStep/index.html.md) +- [validateInventoryLocationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateInventoryLocationsStep/index.html.md) +- [validateInventoryDeleteStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateInventoryDeleteStep/index.html.md) +- [validateInventoryItemsForCreate](https://docs.medusajs.com/references/medusa-workflows/steps/validateInventoryItemsForCreate/index.html.md) +- [listLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/listLineItemsStep/index.html.md) +- [deleteLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteLineItemsStep/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) -- [archiveOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/archiveOrdersStep/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) -- [cancelOrderReturnStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderReturnStep/index.html.md) -- [cancelOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrdersStep/index.html.md) - [cancelOrderExchangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderExchangeStep/index.html.md) - [cancelOrderFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderFulfillmentStep/index.html.md) -- [completeOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/completeOrdersStep/index.html.md) +- [cancelOrderReturnStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderReturnStep/index.html.md) +- [cancelOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrdersStep/index.html.md) - [createCompleteReturnStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCompleteReturnStep/index.html.md) +- [completeOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/completeOrdersStep/index.html.md) - [createOrderClaimItemsFromActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderClaimItemsFromActionsStep/index.html.md) - [createOrderChangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderChangeStep/index.html.md) - [createOrderClaimsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderClaimsStep/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) +- [createOrderExchangeItemsFromActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderExchangeItemsFromActionsStep/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) +- [createOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrdersStep/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) -- [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) -- [deleteOrderShippingMethods](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderShippingMethods/index.html.md) -- [deleteOrderLineItems](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderLineItems/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) +- [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) - [registerOrderChangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/registerOrderChangesStep/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) - [registerOrderFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/registerOrderFulfillmentStep/index.html.md) - [registerOrderShipmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/registerOrderShipmentStep/index.html.md) - [updateOrderChangeActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrderChangeActionsStep/index.html.md) -- [updateOrderChangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrderChangesStep/index.html.md) - [setOrderTaxLinesForItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/setOrderTaxLinesForItemsStep/index.html.md) +- [updateOrderChangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrderChangesStep/index.html.md) - [updateOrderShippingMethodsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrderShippingMethodsStep/index.html.md) +- [updateReturnsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReturnsStep/index.html.md) - [updateOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrdersStep/index.html.md) - [updateReturnItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReturnItemsStep/index.html.md) -- [updateReturnsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReturnsStep/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) -- [deleteLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteLineItemsStep/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) -- [createPaymentSessionStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPaymentSessionStep/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) - [deletePaymentSessionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePaymentSessionsStep/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) -- [createPriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPriceListsStep/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) +- [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) +- [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) +- [deleteProductOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductOptionsStep/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) +- [createVariantPricingLinkStep](https://docs.medusajs.com/references/medusa-workflows/steps/createVariantPricingLinkStep/index.html.md) +- [deleteProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductTagsStep/index.html.md) +- [deleteProductTypesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductTypesStep/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) +- [generateProductCsvStep](https://docs.medusajs.com/references/medusa-workflows/steps/generateProductCsvStep/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) +- [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) +- [updateProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductsStep/index.html.md) +- [waitConfirmationProductImportStep](https://docs.medusajs.com/references/medusa-workflows/steps/waitConfirmationProductImportStep/index.html.md) +- [createPriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPriceSetsStep/index.html.md) +- [createPricePreferencesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPricePreferencesStep/index.html.md) +- [deletePricePreferencesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePricePreferencesStep/index.html.md) +- [updatePricePreferencesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePricePreferencesStep/index.html.md) +- [updatePriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceSetsStep/index.html.md) +- [updatePricePreferencesAsArrayStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePricePreferencesAsArrayStep/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) - [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) - [removePriceListPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/removePriceListPricesStep/index.html.md) @@ -30188,475 +30216,62 @@ For each product variant, you: - [updatePriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceListsStep/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) -- [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) -- [updatePricePreferencesAsArrayStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePricePreferencesAsArrayStep/index.html.md) -- [updatePricePreferencesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePricePreferencesStep/index.html.md) -- [updatePriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceSetsStep/index.html.md) -- [deletePricePreferencesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePricePreferencesStep/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) -- [createProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductTagsStep/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) -- [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) -- [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) -- [deleteProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductTagsStep/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) -- [deleteProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductsStep/index.html.md) -- [getVariantAvailabilityStep](https://docs.medusajs.com/references/medusa-workflows/steps/getVariantAvailabilityStep/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) -- [getAllProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getAllProductsStep/index.html.md) -- [groupProductsForBatchStep](https://docs.medusajs.com/references/medusa-workflows/steps/groupProductsForBatchStep/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) -- [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) -- [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) -- [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) +- [deleteProductCategoriesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductCategoriesStep/index.html.md) - [updateProductCategoriesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductCategoriesStep/index.html.md) - [addCampaignPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/addCampaignPromotionsStep/index.html.md) - [addRulesToPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/addRulesToPromotionsStep/index.html.md) - [createCampaignsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCampaignsStep/index.html.md) +- [removeCampaignPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeCampaignPromotionsStep/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) -- [deletePromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePromotionsStep/index.html.md) -- [removeCampaignPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeCampaignPromotionsStep/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) +- [deletePromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePromotionsStep/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) - [updateRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateRegionsStep/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) - [createReservationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createReservationsStep/index.html.md) -- [updateReservationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReservationsStep/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) - [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) - [listShippingOptionsForContextStep](https://docs.medusajs.com/references/medusa-workflows/steps/listShippingOptionsForContextStep/index.html.md) -- [deleteStockLocationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteStockLocationsStep/index.html.md) +- [associateProductsWithSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/associateProductsWithSalesChannelsStep/index.html.md) +- [associateLocationsWithSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/associateLocationsWithSalesChannelsStep/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) +- [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) +- [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) - [createStockLocations](https://docs.medusajs.com/references/medusa-workflows/steps/createStockLocations/index.html.md) +- [deleteStockLocationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteStockLocationsStep/index.html.md) - [updateStockLocationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateStockLocationsStep/index.html.md) - [deleteShippingProfilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteShippingProfilesStep/index.html.md) - [createStoresStep](https://docs.medusajs.com/references/medusa-workflows/steps/createStoresStep/index.html.md) - [deleteStoresStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteStoresStep/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) -- [deleteTaxRateRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteTaxRateRulesStep/index.html.md) -- [deleteTaxRatesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteTaxRatesStep/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) - [deleteTaxRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteTaxRegionsStep/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) - [getItemTaxLinesStep](https://docs.medusajs.com/references/medusa-workflows/steps/getItemTaxLinesStep/index.html.md) +- [deleteTaxRatesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteTaxRatesStep/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) -- [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) -- [deleteSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteSalesChannelsStep/index.html.md) -- [createSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createSalesChannelsStep/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) - - -# Medusa CLI Reference - -The Medusa CLI tool provides commands that facilitate your development. - -### Prerequisites - -- [Node.js v20+](https://nodejs.org/en/download) -- [Git CLI tool](https://git-scm.com/downloads) -- [PostgreSQL](https://www.postgresql.org/download/) - -## Usage - -In your Medusa application's directory, you can use the Medusa CLI tool using NPX. - -For example: - -```bash -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. - - -# db Commands - Medusa CLI Reference - -Commands starting with `db:` perform actions on the database. - -## db:setup - -Creates a database for the Medusa application with the specified name, if it doesn't exit. Then, it runs migrations and syncs links. - -It also updates your `.env` file with the database name. - -```bash -npx medusa db:setup --db -``` - -Use this command if you're setting up a Medusa project or database manually. - -### Options - -|Option|Description|Required|Default| -|---|---|---|---|---|---|---| -|\`--db \\`|The database name.|Yes|-| -|\`--skip-links\`|Skip syncing links to the database.|No|Links are synced by default.| -|\`--execute-safe-links\`|Skip prompts when syncing links and execute only safe actions.|No|Prompts are shown for unsafe actions, by default.| -|\`--execute-all-links\`|Skip prompts when syncing links and execute all (including unsafe) actions.|No|Prompts are shown for unsafe actions, by default.| -|\`--no-interactive\`|Disable the command's prompts.|No|-| - -*** - -## db:create - -Creates a database for the Medusa application with the specified name, if it doesn't exit. - -It also updates your `.env` file with the database name. - -```bash -npx medusa db:create --db -``` - -Use this command if you want to only create a database. - -### Options - -|Option|Description|Required|Default| -|---|---|---|---|---|---|---| -|\`--db \\`|The database name.|Yes|-| -|\`--no-interactive\`|Disable the command's prompts.|No|-| - -*** - -## db:generate - -Generate a migration file for the latest changes in one or more modules. - -```bash -npx medusa db:generate -``` - -### Arguments - -|Argument|Description|Required| -|---|---|---|---|---| -|\`module\_names\`|The name of one or more module (separated by spaces) to generate migrations for. For example, |Yes| - -*** - -## db:migrate - -Run the latest migrations to reflect changes on the database, sync link definitions with the database, and run migration data scripts. - -```bash -npx medusa db:migrate -``` - -Use this command if you've updated the Medusa packages, or you've created customizations and want to reflect them in the database. - -### Options - -|Option|Description|Required|Default| -|---|---|---|---|---|---|---| -|\`--skip-links\`|Skip syncing links to the database.|No|Links are synced by default.| -|\`--skip-scripts\`|Skip running data migration scripts. This option is added starting from -|No|Data migration scripts are run by default starting from -| -|\`--execute-safe-links\`|Skip prompts when syncing links and execute only safe actions.|No|Prompts are shown for unsafe actions, by default.| -|\`--execute-all-links\`|Skip prompts when syncing links and execute all (including unsafe) actions.|No|Prompts are shown for unsafe actions, by default.| - -*** - -## db:rollback - -Revert the last migrations ran on one or more modules. - -```bash -npx medusa db:rollback -``` - -### Arguments - -|Argument|Description|Required| -|---|---|---|---|---| -|\`module\_names\`|The name of one or more module (separated by spaces) to rollback their migrations for. For example, |Yes| - -*** - -## db:sync-links - -Sync the database with the link definitions in your application, including the definitions in Medusa's modules. - -```bash -npx medusa db:sync-links -``` - -### Options - -|Option|Description|Required|Default| -|---|---|---|---|---|---|---| -|\`--execute-safe\`|Skip prompts when syncing links and execute only safe actions.|No|Prompts are shown for unsafe actions, by default.| -|\`--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 - -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.| - - -# 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.| - - -# user Command - Medusa CLI Reference - -Create a new admin user. - -```bash -npx medusa user --email [--password ] -``` - -## Options - -|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\`| - - -# 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.| +- [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) # Medusa CLI Reference @@ -30986,20 +30601,21 @@ 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 @@ -31021,6 +30637,349 @@ 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 CLI Reference + +The Medusa CLI tool provides commands that facilitate your development. + +### Prerequisites + +- [Node.js v20+](https://nodejs.org/en/download) +- [Git CLI tool](https://git-scm.com/downloads) +- [PostgreSQL](https://www.postgresql.org/download/) + +## Usage + +In your Medusa application's directory, you can use the Medusa CLI tool using NPX. + +For example: + +```bash +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| + + +# 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. + +## db:setup + +Creates a database for the Medusa application with the specified name, if it doesn't exit. Then, it runs migrations and syncs links. + +It also updates your `.env` file with the database name. + +```bash +npx medusa db:setup --db +``` + +Use this command if you're setting up a Medusa project or database manually. + +### Options + +|Option|Description|Required|Default| +|---|---|---|---|---|---|---| +|\`--db \\`|The database name.|Yes|-| +|\`--skip-links\`|Skip syncing links to the database.|No|Links are synced by default.| +|\`--execute-safe-links\`|Skip prompts when syncing links and execute only safe actions.|No|Prompts are shown for unsafe actions, by default.| +|\`--execute-all-links\`|Skip prompts when syncing links and execute all (including unsafe) actions.|No|Prompts are shown for unsafe actions, by default.| +|\`--no-interactive\`|Disable the command's prompts.|No|-| + +*** + +## db:create + +Creates a database for the Medusa application with the specified name, if it doesn't exit. + +It also updates your `.env` file with the database name. + +```bash +npx medusa db:create --db +``` + +Use this command if you want to only create a database. + +### Options + +|Option|Description|Required|Default| +|---|---|---|---|---|---|---| +|\`--db \\`|The database name.|Yes|-| +|\`--no-interactive\`|Disable the command's prompts.|No|-| + +*** + +## db:generate + +Generate a migration file for the latest changes in one or more modules. + +```bash +npx medusa db:generate +``` + +### Arguments + +|Argument|Description|Required| +|---|---|---|---|---| +|\`module\_names\`|The name of one or more module (separated by spaces) to generate migrations for. For example, |Yes| + +*** + +## db:migrate + +Run the latest migrations to reflect changes on the database, sync link definitions with the database, and run migration data scripts. + +```bash +npx medusa db:migrate +``` + +Use this command if you've updated the Medusa packages, or you've created customizations and want to reflect them in the database. + +### Options + +|Option|Description|Required|Default| +|---|---|---|---|---|---|---| +|\`--skip-links\`|Skip syncing links to the database.|No|Links are synced by default.| +|\`--skip-scripts\`|Skip running data migration scripts. This option is added starting from +|No|Data migration scripts are run by default starting from +| +|\`--execute-safe-links\`|Skip prompts when syncing links and execute only safe actions.|No|Prompts are shown for unsafe actions, by default.| +|\`--execute-all-links\`|Skip prompts when syncing links and execute all (including unsafe) actions.|No|Prompts are shown for unsafe actions, by default.| + +*** + +## db:rollback + +Revert the last migrations ran on one or more modules. + +```bash +npx medusa db:rollback +``` + +### Arguments + +|Argument|Description|Required| +|---|---|---|---|---| +|\`module\_names\`|The name of one or more module (separated by spaces) to rollback their migrations for. For example, |Yes| + +*** + +## db:sync-links + +Sync the database with the link definitions in your application, including the definitions in Medusa's modules. + +```bash +npx medusa db:sync-links +``` + +### Options + +|Option|Description|Required|Default| +|---|---|---|---|---|---|---| +|\`--execute-safe\`|Skip prompts when syncing links and execute only safe actions.|No|Prompts are shown for unsafe actions, by default.| +|\`--execute-all\`|Skip prompts when syncing links and execute all (including unsafe) actions.|No|Prompts are shown for unsafe actions, by default.| + + +# 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\`| + + +# 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. @@ -31038,6 +30997,41 @@ npx medusa start |\`--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 + +Create a new admin user. + +```bash +npx medusa user --email [--password ] +``` + +## Options + +|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\`| + + +# 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. @@ -35488,795 +35482,6 @@ const user = await userModuleService.createUsers({ ``` -# Implement Custom Line Item Pricing in Medusa - -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. - -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. - -To showcase how to add line items with custom prices to the cart, this guide uses [GoldAPI.io](https://www.goldapi.io) as an example of a third-party system that you can integrate for real-time prices. You can follow the same approach for other third-party integrations that provide custom pricing. - -You can follow this guide whether you're new to Medusa or an advanced Medusa developer. - -### Summary - -This guide will teach you how to: - -- Install and set up Medusa. -- Integrate the third-party service [GoldAPI.io](https://www.goldapi.io) that retrieves real-time prices for metals like Gold and Silver. -- Add an API route to add a product variant that has metals, such as a gold ring, to the cart with the real-time price retrieved from the third-party service. - -![Diagram showcasing overview of implementation for adding an item to cart from storefront.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738920014/Medusa%20Resources/custom-line-item-3_zu3qh2.jpg) - -- [Custom Item Price Repository](https://github.com/medusajs/examples/tree/main/custom-item-price): Find the full code for this guide in this repository. -- [OpenApi Specs for Postman](https://res.cloudinary.com/dza7lstvk/raw/upload/v1738246728/OpenApi/Custom_Item_Price_gdfnl3.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. You can also optionally choose to install the [Next.js starter storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md). - -Afterwards, the installation process will start, which will install the Medusa application in a directory with your project's name. If you chose to install the Next.js starter, it'll be installed 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 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 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: Integrate GoldAPI.io - -### Prerequisites - -- [GoldAPI.io Account. You can create a free account.](https://www.goldapi.io) - -To integrate third-party services into Medusa, you create a custom module. 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 this step, you'll create a Metal Price Module that uses the GoldAPI.io service to retrieve real-time prices for metals like Gold and Silver. You'll use this module later to retrieve the real-time price of a product variant based on the metals in it, and add it to the cart with that custom price. - -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/metal-prices`. - -![Diagram showcasing the module directory to create](https://res.cloudinary.com/dza7lstvk/image/upload/v1738247192/Medusa%20Resources/custom-item-price-1_q16evr.jpg) - -### Create Module's 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 Metal Prices Module's service that connects to the GoldAPI.io service to retrieve real-time prices for metals. - -Start by creating the file `src/modules/metal-prices/service.ts` with the following content: - -![Diagram showcasing the service file to create](https://res.cloudinary.com/dza7lstvk/image/upload/v1738247303/Medusa%20Resources/custom-item-price-2_eaefis.jpg) - -```ts title="src/modules/metal-prices/service.ts" -type Options = { - accessToken: string - sandbox?: boolean -} - -export default class MetalPricesModuleService { - protected options_: Options - - constructor({}, options: Options) { - this.options_ = options - } -} -``` - -A module can accept options that are passed to its service. You define an `Options` type that indicates the options the module accepts. It accepts two options: - -- `accessToken`: The access token for the GoldAPI.io service. -- `sandbox`: A boolean that indicates whether to simulate sending requests to the GoldAPI.io service. This is useful when running in a test environment. - -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). - -#### Add Method to Retrieve Metal Prices - -Next, you'll add the method to retrieve the metal prices from the third-party service. - -First, add the following types at the beginning of `src/modules/metal-prices/service.ts`: - -```ts title="src/modules/metal-prices/service.ts" -export enum MetalSymbols { - Gold = "XAU", - Silver = "XAG", - Platinum = "XPT", - Palladium = "XPD" -} - -export type PriceResponse = { - metal: MetalSymbols - currency: string - exchange: string - symbol: string - price: number - [key: string]: unknown -} - -``` - -The `MetalSymbols` enum defines the symbols for metals like Gold, Silver, Platinum, and Palladium. The `PriceResponse` type defines the structure of the response from the GoldAPI.io's endpoint. - -Next, add the method `getMetalPrices` to the `MetalPricesModuleService` class: - -```ts title="src/modules/metal-prices/service.ts" -import { MedusaError } from "@medusajs/framework/utils" - -// ... - -export default class MetalPricesModuleService { - // ... - async getMetalPrice( - symbol: MetalSymbols, - currency: string - ): Promise { - const upperCaseSymbol = symbol.toUpperCase() - const upperCaseCurrency = currency.toUpperCase() - - return fetch(`https://www.goldapi.io/api/${upperCaseSymbol}/${upperCaseCurrency}`, { - headers: { - "x-access-token": this.options_.accessToken, - "Content-Type": "application/json", - }, - redirect: "follow", - }).then((response) => response.json()) - .then((response) => { - if (response.error) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - response.error - ) - } - - return response - }) - } -} -``` - -The `getMetalPrice` method accepts the metal symbol and currency as parameters. You send a request to GoldAPI.io's `/api/{symbol}/{currency}` endpoint to retrieve the metal's price, also passing the access token in the request's headers. - -If the response contains an error, you throw a `MedusaError` with the error message. Otherwise, you return the response, which is of type `PriceResponse`. - -#### Add Helper Methods - -You'll also add two helper methods to the `MetalPricesModuleService`. The first one is `getMetalSymbols` that returns the metal symbols as an array of strings: - -```ts title="src/modules/metal-prices/service.ts" -export default class MetalPricesModuleService { - // ... - async getMetalSymbols(): Promise { - return Object.values(MetalSymbols) - } -} -``` - -The second is `getMetalSymbol` that receives a name like `gold` and returns the corresponding metal symbol: - -```ts title="src/modules/metal-prices/service.ts" -export default class MetalPricesModuleService { - // ... - async getMetalSymbol(name: string): Promise { - const formattedName = name.charAt(0).toUpperCase() + name.slice(1).toLowerCase() - return MetalSymbols[formattedName as keyof typeof MetalSymbols] - } -} -``` - -You'll use these methods in later steps. - -### 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/metal-prices/index.ts` with the following content: - -![The directory structure of the Metal Prices Module after adding the definition file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738248049/Medusa%20Resources/custom-item-price-3_imtbuw.jpg) - -```ts title="src/modules/metal-prices/index.ts" -import { Module } from "@medusajs/framework/utils" -import MetalPricesModuleService from "./service" - -export const METAL_PRICES_MODULE = "metal-prices" - -export default Module(METAL_PRICES_MODULE, { - service: MetalPricesModuleService, -}) -``` - -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 `metal-prices`. -2. An object with a required property `service` indicating the module's service. - -### 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/metal-prices", - options: { - accessToken: process.env.GOLD_API_TOKEN, - sandbox: process.env.GOLD_API_SANDBOX === "true", - }, - }, - ], -}) -``` - -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. - -The object also has an `options` property that accepts the module's options. You set the `accessToken` and `sandbox` options based on environment variables. - -You'll find the access token at the top of your GoldAPI.io dashboard. - -![The access token is below the "API Token" header of your GoldAPI.io dashboard.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738248335/Medusa%20Resources/Screenshot_2025-01-30_at_4.44.07_PM_xht3j4.png) - -Set the access token as an environment variable in `.env`: - -```bash -GOLD_API_TOKEN= -``` - -You'll start using the module in the next steps. - -*** - -## Step 3: Add Custom Item to Cart Workflow - -In this section, you'll implement the logic to retrieve the real-time price of a variant based on the metals in it, then add the variant to the cart with the custom price. You'll implement this logic in a workflow. - -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. - -Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md) - -The workflow you'll implement in this section has the following steps: - -- [useQueryGraphStep (Retrieve Cart)](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's ID and currency using Query. -- [useQueryGraphStep (Retrieve Variant)](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the variant's details using Query -- [getVariantMetalPricesStep](#getvariantmetalpricesstep): Retrieve the variant's price using the third-party service. -- [addToCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/addToCartWorkflow/index.html.md): Add the item with the custom price to the cart. -- [useQueryGraphStep (Retrieve Cart)](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the updated cart's details using Query. - -`useQueryGraphStep` and `addToCartWorkflow` are available through Medusa's core workflows package. You'll only implement the `getVariantMetalPricesStep`. - -### getVariantMetalPricesStep - -The `getVariantMetalPricesStep` will retrieve the real-time metal price of a variant received as an input. - -To create the step, create the file `src/workflows/steps/get-variant-metal-prices.ts` with the following content: - -![The directory structure after adding the step file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738249036/Medusa%20Resources/custom-item-price-4_kumzdc.jpg) - -```ts title="src/workflows/steps/get-variant-metal-prices.ts" -import { createStep } from "@medusajs/framework/workflows-sdk" -import { ProductVariantDTO } from "@medusajs/framework/types" -import { METAL_PRICES_MODULE } from "../../modules/metal-prices" -import MetalPricesModuleService from "../../modules/metal-prices/service" - -export type GetVariantMetalPricesStepInput = { - variant: ProductVariantDTO & { - calculated_price?: { - calculated_amount: number - } - } - currencyCode: string - quantity?: number -} - -export const getVariantMetalPricesStep = createStep( - "get-variant-metal-prices", - async ({ - variant, - currencyCode, - quantity = 1, - }: GetVariantMetalPricesStepInput, { container }) => { - const metalPricesModuleService: MetalPricesModuleService = - container.resolve(METAL_PRICES_MODULE) - - // TODO - } -) -``` - -You create a step with `createStep` from the Workflows SDK. It accepts two parameters: - -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. - -In the step function, so far you only resolve the Metal Prices Module's service from the Medusa container. - -Next, you'll validate that the specified variant can have its price calculated. Add the following import at the top of the file: - -```ts title="src/workflows/steps/get-variant-metal-prices.ts" -import { MedusaError } from "@medusajs/framework/utils" -``` - -And replace the `TODO` in the step function with the following: - -```ts title="src/workflows/steps/get-variant-metal-prices.ts" -const variantMetal = variant.options.find( - (option) => option.option?.title === "Metal" -)?.value -const metalSymbol = await metalPricesModuleService - .getMetalSymbol(variantMetal || "") - -if (!metalSymbol) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Variant doesn't have metal. Make sure the variant's SKU matches a metal symbol." - ) -} - -if (!variant.weight) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Variant doesn't have weight. Make sure the variant has weight to calculate its price." - ) -} - -// TODO retrieve custom price -``` - -In the code above, you first retrieve the metal option's value from the variant's options, assuming that a variant has metals if it has a `Metal` option. Then, you retrieve the metal symbol of the option's value using the `getMetalSymbol` method of the Metal Prices Module's service. - -If the variant doesn't have a metal in its options, the option's value is not valid, or the variant doesn't have a weight, you throw an error. The weight is necessary to calculate the price based on the metal's price per weight. - -Next, you'll retrieve the real-time price of the metal using the third-party service. Replace the `TODO` with the following: - -```ts title="src/workflows/steps/get-variant-metal-prices.ts" -let price = variant.calculated_price?.calculated_amount || 0 -const weight = variant.weight -const { price: metalPrice } = await metalPricesModuleService.getMetalPrice( - metalSymbol as MetalSymbols, currencyCode -) -price += (metalPrice * weight * quantity) - -return new StepResponse(price) -``` - -In the code above, you first set the price to the variant's fixed price, if it has one. Then, you retrieve the metal's price using the `getMetalPrice` method of the Metal Prices Module's service. - -Finally, you calculate the price by multiplying the metal's price by the variant's weight and the quantity to add to the cart, then add the fixed price to it. - -Every step must return a `StepResponse` instance. The `StepResponse` constructor accepts the step's output as a parameter, which in this case is the variant's price. - -### Create addCustomToCartWorkflow - -Now that you have the `getVariantMetalPricesStep`, you can create the workflow that adds the item with custom pricing to the cart. - -Create the file `src/workflows/add-custom-to-cart.ts` with the following content: - -![The directory structure after adding the workflow file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738251380/Medusa%20Resources/custom-item-price-5_zorahv.jpg) - -```ts title="src/workflows/add-custom-to-cart.ts" highlights={workflowHighlights} -import { createWorkflow } from "@medusajs/framework/workflows-sdk" -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" -import { QueryContext } from "@medusajs/framework/utils" - -type AddCustomToCartWorkflowInput = { - cart_id: string - item: { - variant_id: string - quantity: number - metadata?: Record - } -} - -export const addCustomToCartWorkflow = createWorkflow( - "add-custom-to-cart", - ({ cart_id, item }: AddCustomToCartWorkflowInput) => { - // @ts-ignore - const { data: carts } = useQueryGraphStep({ - entity: "cart", - filters: { id: cart_id }, - fields: ["id", "currency_code"], - }) - - const { data: variants } = useQueryGraphStep({ - entity: "variant", - fields: [ - "*", - "options.*", - "options.option.*", - "calculated_price.*", - ], - filters: { - id: item.variant_id, - }, - options: { - throwIfKeyNotFound: true, - }, - context: { - calculated_price: QueryContext({ - currency_code: carts[0].currency_code, - }), - }, - }).config({ name: "retrieve-variant" }) - - // TODO add more steps - } -) -``` - -You create a workflow with `createWorkflow` from the Workflows SDK. It accepts two parameters: - -1. The workflow's unique name, which is `add-custom-to-cart`. -2. A function that receives an input object with the cart's ID and the item to add to the cart. The item has the variant's ID, quantity, and optional metadata. - -In the function, you first retrieve the cart's details using the `useQueryGraphStep` helper step. This step uses [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md) which is a Modules SDK tool that retrieves data across modules. You use it to retrieve the cart's ID and currency code. - -You also retrieve the variant's details using the `useQueryGraphStep` helper step. You pass the variant's ID to the step's filters and specify the fields to retrieve. To retrieve the variant's price based on the cart's context, you pass the cart's currency code to the `calculated_price` context. - -Next, you'll retrieve the variant's real-time price using the `getVariantMetalPricesStep` you created earlier. First, add the following import: - -```ts title="src/workflows/add-custom-to-cart.ts" -import { - getVariantMetalPricesStep, - GetVariantMetalPricesStepInput, -} from "./steps/get-variant-metal-prices" -``` - -Then, replace the `TODO` in the workflow with the following: - -```ts title="src/workflows/add-custom-to-cart.ts" -const price = getVariantMetalPricesStep({ - variant: variants[0], - currencyCode: carts[0].currency_code, - quantity: item.quantity, -} as unknown as GetVariantMetalPricesStepInput) - -// TODO add item with custom price to cart -``` - -You execute the `getVariantMetalPricesStep` passing it the variant's details, the cart's currency code, and the quantity of the item to add to the cart. The step returns the variant's custom price. - -Next, you'll add the item with the custom price to the cart. First, add the following imports at the top of the file: - -```ts title="src/workflows/add-custom-to-cart.ts" -import { transform } from "@medusajs/framework/workflows-sdk" -import { addToCartWorkflow } from "@medusajs/medusa/core-flows" -``` - -Then, replace the `TODO` in the workflow with the following: - -```ts title="src/workflows/add-custom-to-cart.ts" -const itemToAdd = transform({ - item, - price, -}, (data) => { - return [{ - ...data.item, - unit_price: data.price, - }] -}) - -addToCartWorkflow.runAsStep({ - input: { - items: itemToAdd, - cart_id, - }, -}) - -// TODO retrieve and return cart -``` - -You prepare the item to add to the cart using `transform` from the Workflows SDK. It allows you to manipulate and create variables in a workflow. After that, you use Medusa's `addToCartWorkflow` to add the item with the custom price to the cart. - -A workflow's constructor function has some constraints in implementation, which is why you need to use `transform` for variable manipulation. Learn more about these constraints in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/constructor-constraints/index.html.md). - -Lastly, you'll retrieve the cart's details again and return them. Add the following import at the beginning of the file: - -```ts title="src/workflows/add-custom-to-cart.ts" -import { WorkflowResponse } from "@medusajs/framework/workflows-sdk" -``` - -And replace the last `TODO` in the workflow with the following: - -```ts title="src/workflows/add-custom-to-cart.ts" -// @ts-ignore -const { data: updatedCarts } = useQueryGraphStep({ - entity: "cart", - filters: { id: cart_id }, - fields: ["id", "items.*"], -}).config({ name: "refetch-cart" }) - -return new WorkflowResponse({ - cart: updatedCarts[0], -}) -``` - -In the code above, you retrieve the updated cart's details using the `useQueryGraphStep` helper step. To return data from the workflow, you create and return a `WorkflowResponse` instance. It accepts as a parameter the data to return, which is the updated cart. - -In the next step, you'll use the workflow in a custom route to add an item with a custom price to the cart. - -*** - -## Step 4: Create Add Custom Item to Cart API Route - -Now that you've implemented the logic to add an item with a custom price to the cart, you'll expose this functionality in an API route. - -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/carts/:id/line-items-metals` that executes the workflow from the previous step to add a product variant with custom price to the cart. - -Learn more about API routes in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). - -### Create API Route - -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 the `/store/carts/:id/line-items-metals` API route, create the file `src/api/store/carts/[id]/line-items-metals/route.ts` with the following content: - -![The directory structure after adding the API route file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738252712/Medusa%20Resources/custom-item-price-6_deecbu.jpg) - -```ts title="src/api/store/carts/[id]/line-items-metals/route.ts" -import { MedusaRequest, MedusaResponse } from "@medusajs/framework" -import { HttpTypes } from "@medusajs/framework/types" -import { addCustomToCartWorkflow } from "../../../../../workflows/add-custom-to-cart" - -export const POST = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - const { id } = req.params - const item = req.validatedBody - - const { result } = await addCustomToCartWorkflow(req.scope) - .run({ - input: { - cart_id: id, - item, - }, - }) - - res.status(200).json({ cart: result.cart }) -} -``` - -Since you export a `POST` function in this file, you're exposing a `POST` API route at `/store/carts/:id/line-items-metals`. The route handler function accepts two parameters: - -1. A request object with details and context on the request, such as path and body parameters. -2. A response object to manipulate and send the response. - -In the function, you retrieve the cart's ID from the path parameter, and the item's details from the request body. This API route will accept the same request body parameters as Medusa's [Add Item to Cart API Route](https://docs.medusajs.com/api/store#carts_postcartsidlineitems). - -Then, you execute the `addCustomToCartWorkflow` by invoking it, passing it the Medusa container, which is available in the request's `scope` property, then executing its `run` method. You pass the workflow's input object with the cart's ID and the item to add to the cart. - -Finally, you return a response with the updated cart's details. - -### Add Request Body Validation Middleware - -To ensure that the request body contains the required parameters, you'll add a middleware that validates the incoming request's body based on a defined schema. - -A middleware is a function executed before the API route when a request is sent to it. You define middlewares in Medusa in the `src/api/middlewares.ts` directory. - -Learn more about middlewares in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/middlewares/index.html.md). - -To add a validation middleware to the custom API route, create the file `src/api/middlewares.ts` with the following content: - -![The directory structure after adding the middleware file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738253099/Medusa%20Resources/custom-item-price-7_l7iw2a.jpg) - -```ts title="src/api/middlewares.ts" -import { - defineMiddlewares, - validateAndTransformBody, -} from "@medusajs/framework/http" -import { - StoreAddCartLineItem, -} from "@medusajs/medusa/api/store/carts/validators" - -export default defineMiddlewares({ - routes: [ - { - matcher: "/store/carts/:id/line-items-metals", - method: "POST", - middlewares: [ - validateAndTransformBody( - StoreAddCartLineItem - ), - ], - }, - ], -}) -``` - -In this file, you export the middlewares definition using `defineMiddlewares` from the Medusa Framework. This function accepts an object having a `routes` property, which is an array of middleware configurations to apply on routes. - -You pass in the `routes` array an object having the following properties: - -- `matcher`: The route to apply the middleware on. -- `method`: The HTTP method to apply the middleware on for the specified API route. -- `middlewares`: An array of the middlewares to apply. You apply the `validateAndTransformBody` middleware, which validates the request body based on the `StoreAddCartLineItem` schema. This validation schema is the same schema used for Medusa's [Add Item to Cart API Route](https://docs.medusajs.com/api/store#carts_postcartsidlineitems). - -Any request sent to the `/store/carts/:id/line-items-metals` API route will now fail if it doesn't have the required parameters. - -Learn more about API route validation in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/validation/index.html.md). - -### Prepare to Test API Route - -Before you test the API route, you'll prepare and retrieve the necessary data to add a product variant with a custom price to the cart. - -#### Create Product with Metal Variant - -You'll first create a product that has a `Metal` option, and variant(s) with values for this option. - -Start the Medusa application with the following command: - -```bash npm2yarn -npm run dev -``` - -Then, open the Medusa Admin dashboard at `localhost:9000/app` and log in with the email and password you created when you installed the Medusa application in the first step. - -Once you log in, click on Products in the sidebar, then click the Create button at the top right. - -![Click on Products in the sidebar at the left, then click on the Create button at the top right of the content](https://res.cloudinary.com/dza7lstvk/image/upload/v1738253415/Medusa%20Resources/Screenshot_2025-01-30_at_6.09.36_PM_ee0jr2.png) - -Then, in the Create Product form: - -1. Enter a name for the product, and optionally enter other details like description. -2. Enable the "Yes, this is a product with variants" toggle. -3. Under Product Options, enter "Metal" for the title, and enter "Gold" for the values. - -Once you're done, click the Continue button. - -![Fill in the product details, enable the "Yes, this is a product with variants" toggle, and add the "Metal" option with "Gold" value](https://res.cloudinary.com/dza7lstvk/image/upload/v1738253520/Medusa%20Resources/Screenshot_2025-01-30_at_6.11.29_PM_lqxth9.png) - -You can skip the next two steps by clicking the Continue button again, then the Publish button. - -Once you're done, the product's page will open. You'll now add weight to the product's Gold variant. To do that: - -- Scroll to the Variants section and find the Gold variant. -- Click on the three-dots icon at its right. -- Choose "Edit" from the dropdown. - -![Find the Gold variant in the Variants section, click on the three-dots icon, and choose "Edit"](https://res.cloudinary.com/dza7lstvk/image/upload/v1738254038/Medusa%20Resources/Screenshot_2025-01-30_at_6.19.52_PM_j3hjcx.png) - -In the side window that opens, find the Weight field, enter the weight, and click the Save button. - -![Enter the weight in the Weight field, then click the Save button](https://res.cloudinary.com/dza7lstvk/image/upload/v1738254165/Medusa%20Resources/Screenshot_2025-01-30_at_6.22.15_PM_yplzdp.png) - -Finally, you need to set fixed prices for the variant, even if they're just `0`. To do that: - -1. Click on the three-dots icon at the top right of the Variants section. -2. Choose "Edit Prices" from the dropdown. - -![Click on the three-dots icon at the top right of the Variants section, then choose "Edit Prices"](https://res.cloudinary.com/dza7lstvk/image/upload/v1738255203/Medusa%20Resources/Screenshot_2025-01-30_at_6.39.35_PM_s3jpxh.png) - -For each cell in the table, either enter a fixed price for the specified currency or leave it as `0`. Once you're done, click the Save button. - -![Enter fixed prices for the variant in the table, then click the Save button](https://res.cloudinary.com/dza7lstvk/image/upload/v1738255272/Medusa%20Resources/Screenshot_2025-01-30_at_6.40.45_PM_zw1l59.png) - -You'll use this variant to add it to the cart later. You can find its ID by clicking on the variant, opening its details page. Then, on the details page, click on the icon at the right of the JSON section, and copy the ID from the JSON data. - -![Click on the icon at the right of the JSON section to copy the variant's ID](https://res.cloudinary.com/dza7lstvk/image/upload/v1738254314/Medusa%20Resources/Screenshot_2025-01-30_at_6.24.49_PM_ka7xew.png) - -#### Retrieve Publishable API Key - -All requests sent to API routes starting with `/store` must have a publishable API key in the header. This ensures the request's operations are scoped to the publishable API key's associated sales channels. For example, products that aren't available in a cart's sales channel can't be added to it. - -To retrieve the publishable API key, on the Medusa Admin: - -1. Click on Settings in the sidebar at the bottom left. -2. Click on Publishable API Keys from the sidebar, then click on a publishable API key in the list. - -![Click on publishable API keys in the Settings sidebar, then click on a publishable API key in the list](https://res.cloudinary.com/dza7lstvk/image/upload/v1738254523/Medusa%20Resources/Screenshot_2025-01-30_at_6.28.17_PM_mldscc.png) - -3. Click on the publishable API key to copy it. - -![Click on the publishable API key to copy it](https://res.cloudinary.com/dza7lstvk/image/upload/v1738254601/Medusa%20Resources/Screenshot_2025-01-30_at_6.29.26_PM_vvatki.png) - -You'll use this key when you test the API route. - -### Test API Route - -To test out the API route, you need to create a cart. A cart must be associated with a region. So, to retrieve the ID of a region in your store, send a `GET` request to the `/store/regions` API route: - -```bash -curl 'localhost:9000/store/regions' \ --H 'x-publishable-api-key: {api_key}' -``` - -Make sure to replace `{api_key}` with the publishable API key you copied earlier. - -This will return a list of regions. Copy the ID of one of the regions. - -Then, send a `POST` request to the `/store/carts` API route to create a cart: - -```bash -curl -X POST 'localhost:9000/store/carts' \ --H 'x-publishable-api-key: {api_key}' \ --H 'Content-Type: application/json' \ ---data '{ - "region_id": "{region_id}" -}' -``` - -Make sure to replace `{api_key}` with the publishable API key you copied earlier, and `{region_id}` with the ID of a region from the previous request. - -This will return the created cart. Copy the ID of the cart to use it next. - -Finally, to add the Gold variant to the cart with a custom price, send a `POST` request to the `/store/carts/:id/line-items-metals` API route: - -```bash -curl -X POST 'localhost:9000/store/carts/{cart_id}/line-items-metals' \ --H 'x-publishable-api-key: {api_key}' \ --H 'Content-Type: application/json' \ ---data '{ - "variant_id": "{variant_id}", - "quantity": 1 -}' -``` - -Make sure to replace: - -- `{api_key}` with the publishable API key you copied earlier. -- `{cart_id}` with the ID of the cart you created. -- `{variant_id}` with the ID of the Gold variant you created. - -This will return the cart's details, where you can see in its `items` array the item with the custom price: - -```json title="Example Response" -{ - "cart": { - "items": [ - { - "variant_id": "{variant_id}", - "quantity": 1, - "is_custom_price": true, - // example custom price - "unit_price": 2000 - } - ] - } -} -``` - -The price will be the result of the calculation you've implemented earlier, which is the fixed price of the variant plus the real-time price of the metal, multiplied by the weight of the variant and the quantity added to the cart. - -This price will be reflected in the cart's total price, and you can proceed to checkout with the custom-priced item. - -*** - -## Next Steps - -You've now implemented custom item pricing in Medusa. You can also customize the [storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md) to use the new API route to add custom-priced items to the cart. - -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 Quote Management in Medusa In this guide, you'll learn how to implement quote management in Medusa. @@ -40158,6 +39363,795 @@ 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). +# Implement Custom Line Item Pricing in Medusa + +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. + +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. + +To showcase how to add line items with custom prices to the cart, this guide uses [GoldAPI.io](https://www.goldapi.io) as an example of a third-party system that you can integrate for real-time prices. You can follow the same approach for other third-party integrations that provide custom pricing. + +You can follow this guide whether you're new to Medusa or an advanced Medusa developer. + +### Summary + +This guide will teach you how to: + +- Install and set up Medusa. +- Integrate the third-party service [GoldAPI.io](https://www.goldapi.io) that retrieves real-time prices for metals like Gold and Silver. +- Add an API route to add a product variant that has metals, such as a gold ring, to the cart with the real-time price retrieved from the third-party service. + +![Diagram showcasing overview of implementation for adding an item to cart from storefront.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738920014/Medusa%20Resources/custom-line-item-3_zu3qh2.jpg) + +- [Custom Item Price Repository](https://github.com/medusajs/examples/tree/main/custom-item-price): Find the full code for this guide in this repository. +- [OpenApi Specs for Postman](https://res.cloudinary.com/dza7lstvk/raw/upload/v1738246728/OpenApi/Custom_Item_Price_gdfnl3.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. You can also optionally choose to install the [Next.js starter storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md). + +Afterwards, the installation process will start, which will install the Medusa application in a directory with your project's name. If you chose to install the Next.js starter, it'll be installed 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 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 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: Integrate GoldAPI.io + +### Prerequisites + +- [GoldAPI.io Account. You can create a free account.](https://www.goldapi.io) + +To integrate third-party services into Medusa, you create a custom module. 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 this step, you'll create a Metal Price Module that uses the GoldAPI.io service to retrieve real-time prices for metals like Gold and Silver. You'll use this module later to retrieve the real-time price of a product variant based on the metals in it, and add it to the cart with that custom price. + +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/metal-prices`. + +![Diagram showcasing the module directory to create](https://res.cloudinary.com/dza7lstvk/image/upload/v1738247192/Medusa%20Resources/custom-item-price-1_q16evr.jpg) + +### Create Module's 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 Metal Prices Module's service that connects to the GoldAPI.io service to retrieve real-time prices for metals. + +Start by creating the file `src/modules/metal-prices/service.ts` with the following content: + +![Diagram showcasing the service file to create](https://res.cloudinary.com/dza7lstvk/image/upload/v1738247303/Medusa%20Resources/custom-item-price-2_eaefis.jpg) + +```ts title="src/modules/metal-prices/service.ts" +type Options = { + accessToken: string + sandbox?: boolean +} + +export default class MetalPricesModuleService { + protected options_: Options + + constructor({}, options: Options) { + this.options_ = options + } +} +``` + +A module can accept options that are passed to its service. You define an `Options` type that indicates the options the module accepts. It accepts two options: + +- `accessToken`: The access token for the GoldAPI.io service. +- `sandbox`: A boolean that indicates whether to simulate sending requests to the GoldAPI.io service. This is useful when running in a test environment. + +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). + +#### Add Method to Retrieve Metal Prices + +Next, you'll add the method to retrieve the metal prices from the third-party service. + +First, add the following types at the beginning of `src/modules/metal-prices/service.ts`: + +```ts title="src/modules/metal-prices/service.ts" +export enum MetalSymbols { + Gold = "XAU", + Silver = "XAG", + Platinum = "XPT", + Palladium = "XPD" +} + +export type PriceResponse = { + metal: MetalSymbols + currency: string + exchange: string + symbol: string + price: number + [key: string]: unknown +} + +``` + +The `MetalSymbols` enum defines the symbols for metals like Gold, Silver, Platinum, and Palladium. The `PriceResponse` type defines the structure of the response from the GoldAPI.io's endpoint. + +Next, add the method `getMetalPrices` to the `MetalPricesModuleService` class: + +```ts title="src/modules/metal-prices/service.ts" +import { MedusaError } from "@medusajs/framework/utils" + +// ... + +export default class MetalPricesModuleService { + // ... + async getMetalPrice( + symbol: MetalSymbols, + currency: string + ): Promise { + const upperCaseSymbol = symbol.toUpperCase() + const upperCaseCurrency = currency.toUpperCase() + + return fetch(`https://www.goldapi.io/api/${upperCaseSymbol}/${upperCaseCurrency}`, { + headers: { + "x-access-token": this.options_.accessToken, + "Content-Type": "application/json", + }, + redirect: "follow", + }).then((response) => response.json()) + .then((response) => { + if (response.error) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + response.error + ) + } + + return response + }) + } +} +``` + +The `getMetalPrice` method accepts the metal symbol and currency as parameters. You send a request to GoldAPI.io's `/api/{symbol}/{currency}` endpoint to retrieve the metal's price, also passing the access token in the request's headers. + +If the response contains an error, you throw a `MedusaError` with the error message. Otherwise, you return the response, which is of type `PriceResponse`. + +#### Add Helper Methods + +You'll also add two helper methods to the `MetalPricesModuleService`. The first one is `getMetalSymbols` that returns the metal symbols as an array of strings: + +```ts title="src/modules/metal-prices/service.ts" +export default class MetalPricesModuleService { + // ... + async getMetalSymbols(): Promise { + return Object.values(MetalSymbols) + } +} +``` + +The second is `getMetalSymbol` that receives a name like `gold` and returns the corresponding metal symbol: + +```ts title="src/modules/metal-prices/service.ts" +export default class MetalPricesModuleService { + // ... + async getMetalSymbol(name: string): Promise { + const formattedName = name.charAt(0).toUpperCase() + name.slice(1).toLowerCase() + return MetalSymbols[formattedName as keyof typeof MetalSymbols] + } +} +``` + +You'll use these methods in later steps. + +### 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/metal-prices/index.ts` with the following content: + +![The directory structure of the Metal Prices Module after adding the definition file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738248049/Medusa%20Resources/custom-item-price-3_imtbuw.jpg) + +```ts title="src/modules/metal-prices/index.ts" +import { Module } from "@medusajs/framework/utils" +import MetalPricesModuleService from "./service" + +export const METAL_PRICES_MODULE = "metal-prices" + +export default Module(METAL_PRICES_MODULE, { + service: MetalPricesModuleService, +}) +``` + +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 `metal-prices`. +2. An object with a required property `service` indicating the module's service. + +### 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/metal-prices", + options: { + accessToken: process.env.GOLD_API_TOKEN, + sandbox: process.env.GOLD_API_SANDBOX === "true", + }, + }, + ], +}) +``` + +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. + +The object also has an `options` property that accepts the module's options. You set the `accessToken` and `sandbox` options based on environment variables. + +You'll find the access token at the top of your GoldAPI.io dashboard. + +![The access token is below the "API Token" header of your GoldAPI.io dashboard.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738248335/Medusa%20Resources/Screenshot_2025-01-30_at_4.44.07_PM_xht3j4.png) + +Set the access token as an environment variable in `.env`: + +```bash +GOLD_API_TOKEN= +``` + +You'll start using the module in the next steps. + +*** + +## Step 3: Add Custom Item to Cart Workflow + +In this section, you'll implement the logic to retrieve the real-time price of a variant based on the metals in it, then add the variant to the cart with the custom price. You'll implement this logic in a workflow. + +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. + +Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md) + +The workflow you'll implement in this section has the following steps: + +- [useQueryGraphStep (Retrieve Cart)](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's ID and currency using Query. +- [useQueryGraphStep (Retrieve Variant)](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the variant's details using Query +- [getVariantMetalPricesStep](#getvariantmetalpricesstep): Retrieve the variant's price using the third-party service. +- [addToCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/addToCartWorkflow/index.html.md): Add the item with the custom price to the cart. +- [useQueryGraphStep (Retrieve Cart)](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the updated cart's details using Query. + +`useQueryGraphStep` and `addToCartWorkflow` are available through Medusa's core workflows package. You'll only implement the `getVariantMetalPricesStep`. + +### getVariantMetalPricesStep + +The `getVariantMetalPricesStep` will retrieve the real-time metal price of a variant received as an input. + +To create the step, create the file `src/workflows/steps/get-variant-metal-prices.ts` with the following content: + +![The directory structure after adding the step file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738249036/Medusa%20Resources/custom-item-price-4_kumzdc.jpg) + +```ts title="src/workflows/steps/get-variant-metal-prices.ts" +import { createStep } from "@medusajs/framework/workflows-sdk" +import { ProductVariantDTO } from "@medusajs/framework/types" +import { METAL_PRICES_MODULE } from "../../modules/metal-prices" +import MetalPricesModuleService from "../../modules/metal-prices/service" + +export type GetVariantMetalPricesStepInput = { + variant: ProductVariantDTO & { + calculated_price?: { + calculated_amount: number + } + } + currencyCode: string + quantity?: number +} + +export const getVariantMetalPricesStep = createStep( + "get-variant-metal-prices", + async ({ + variant, + currencyCode, + quantity = 1, + }: GetVariantMetalPricesStepInput, { container }) => { + const metalPricesModuleService: MetalPricesModuleService = + container.resolve(METAL_PRICES_MODULE) + + // TODO + } +) +``` + +You create a step with `createStep` from the Workflows SDK. It accepts two parameters: + +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. + +In the step function, so far you only resolve the Metal Prices Module's service from the Medusa container. + +Next, you'll validate that the specified variant can have its price calculated. Add the following import at the top of the file: + +```ts title="src/workflows/steps/get-variant-metal-prices.ts" +import { MedusaError } from "@medusajs/framework/utils" +``` + +And replace the `TODO` in the step function with the following: + +```ts title="src/workflows/steps/get-variant-metal-prices.ts" +const variantMetal = variant.options.find( + (option) => option.option?.title === "Metal" +)?.value +const metalSymbol = await metalPricesModuleService + .getMetalSymbol(variantMetal || "") + +if (!metalSymbol) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Variant doesn't have metal. Make sure the variant's SKU matches a metal symbol." + ) +} + +if (!variant.weight) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Variant doesn't have weight. Make sure the variant has weight to calculate its price." + ) +} + +// TODO retrieve custom price +``` + +In the code above, you first retrieve the metal option's value from the variant's options, assuming that a variant has metals if it has a `Metal` option. Then, you retrieve the metal symbol of the option's value using the `getMetalSymbol` method of the Metal Prices Module's service. + +If the variant doesn't have a metal in its options, the option's value is not valid, or the variant doesn't have a weight, you throw an error. The weight is necessary to calculate the price based on the metal's price per weight. + +Next, you'll retrieve the real-time price of the metal using the third-party service. Replace the `TODO` with the following: + +```ts title="src/workflows/steps/get-variant-metal-prices.ts" +let price = variant.calculated_price?.calculated_amount || 0 +const weight = variant.weight +const { price: metalPrice } = await metalPricesModuleService.getMetalPrice( + metalSymbol as MetalSymbols, currencyCode +) +price += (metalPrice * weight * quantity) + +return new StepResponse(price) +``` + +In the code above, you first set the price to the variant's fixed price, if it has one. Then, you retrieve the metal's price using the `getMetalPrice` method of the Metal Prices Module's service. + +Finally, you calculate the price by multiplying the metal's price by the variant's weight and the quantity to add to the cart, then add the fixed price to it. + +Every step must return a `StepResponse` instance. The `StepResponse` constructor accepts the step's output as a parameter, which in this case is the variant's price. + +### Create addCustomToCartWorkflow + +Now that you have the `getVariantMetalPricesStep`, you can create the workflow that adds the item with custom pricing to the cart. + +Create the file `src/workflows/add-custom-to-cart.ts` with the following content: + +![The directory structure after adding the workflow file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738251380/Medusa%20Resources/custom-item-price-5_zorahv.jpg) + +```ts title="src/workflows/add-custom-to-cart.ts" highlights={workflowHighlights} +import { createWorkflow } from "@medusajs/framework/workflows-sdk" +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" +import { QueryContext } from "@medusajs/framework/utils" + +type AddCustomToCartWorkflowInput = { + cart_id: string + item: { + variant_id: string + quantity: number + metadata?: Record + } +} + +export const addCustomToCartWorkflow = createWorkflow( + "add-custom-to-cart", + ({ cart_id, item }: AddCustomToCartWorkflowInput) => { + // @ts-ignore + const { data: carts } = useQueryGraphStep({ + entity: "cart", + filters: { id: cart_id }, + fields: ["id", "currency_code"], + }) + + const { data: variants } = useQueryGraphStep({ + entity: "variant", + fields: [ + "*", + "options.*", + "options.option.*", + "calculated_price.*", + ], + filters: { + id: item.variant_id, + }, + options: { + throwIfKeyNotFound: true, + }, + context: { + calculated_price: QueryContext({ + currency_code: carts[0].currency_code, + }), + }, + }).config({ name: "retrieve-variant" }) + + // TODO add more steps + } +) +``` + +You create a workflow with `createWorkflow` from the Workflows SDK. It accepts two parameters: + +1. The workflow's unique name, which is `add-custom-to-cart`. +2. A function that receives an input object with the cart's ID and the item to add to the cart. The item has the variant's ID, quantity, and optional metadata. + +In the function, you first retrieve the cart's details using the `useQueryGraphStep` helper step. This step uses [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md) which is a Modules SDK tool that retrieves data across modules. You use it to retrieve the cart's ID and currency code. + +You also retrieve the variant's details using the `useQueryGraphStep` helper step. You pass the variant's ID to the step's filters and specify the fields to retrieve. To retrieve the variant's price based on the cart's context, you pass the cart's currency code to the `calculated_price` context. + +Next, you'll retrieve the variant's real-time price using the `getVariantMetalPricesStep` you created earlier. First, add the following import: + +```ts title="src/workflows/add-custom-to-cart.ts" +import { + getVariantMetalPricesStep, + GetVariantMetalPricesStepInput, +} from "./steps/get-variant-metal-prices" +``` + +Then, replace the `TODO` in the workflow with the following: + +```ts title="src/workflows/add-custom-to-cart.ts" +const price = getVariantMetalPricesStep({ + variant: variants[0], + currencyCode: carts[0].currency_code, + quantity: item.quantity, +} as unknown as GetVariantMetalPricesStepInput) + +// TODO add item with custom price to cart +``` + +You execute the `getVariantMetalPricesStep` passing it the variant's details, the cart's currency code, and the quantity of the item to add to the cart. The step returns the variant's custom price. + +Next, you'll add the item with the custom price to the cart. First, add the following imports at the top of the file: + +```ts title="src/workflows/add-custom-to-cart.ts" +import { transform } from "@medusajs/framework/workflows-sdk" +import { addToCartWorkflow } from "@medusajs/medusa/core-flows" +``` + +Then, replace the `TODO` in the workflow with the following: + +```ts title="src/workflows/add-custom-to-cart.ts" +const itemToAdd = transform({ + item, + price, +}, (data) => { + return [{ + ...data.item, + unit_price: data.price, + }] +}) + +addToCartWorkflow.runAsStep({ + input: { + items: itemToAdd, + cart_id, + }, +}) + +// TODO retrieve and return cart +``` + +You prepare the item to add to the cart using `transform` from the Workflows SDK. It allows you to manipulate and create variables in a workflow. After that, you use Medusa's `addToCartWorkflow` to add the item with the custom price to the cart. + +A workflow's constructor function has some constraints in implementation, which is why you need to use `transform` for variable manipulation. Learn more about these constraints in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/constructor-constraints/index.html.md). + +Lastly, you'll retrieve the cart's details again and return them. Add the following import at the beginning of the file: + +```ts title="src/workflows/add-custom-to-cart.ts" +import { WorkflowResponse } from "@medusajs/framework/workflows-sdk" +``` + +And replace the last `TODO` in the workflow with the following: + +```ts title="src/workflows/add-custom-to-cart.ts" +// @ts-ignore +const { data: updatedCarts } = useQueryGraphStep({ + entity: "cart", + filters: { id: cart_id }, + fields: ["id", "items.*"], +}).config({ name: "refetch-cart" }) + +return new WorkflowResponse({ + cart: updatedCarts[0], +}) +``` + +In the code above, you retrieve the updated cart's details using the `useQueryGraphStep` helper step. To return data from the workflow, you create and return a `WorkflowResponse` instance. It accepts as a parameter the data to return, which is the updated cart. + +In the next step, you'll use the workflow in a custom route to add an item with a custom price to the cart. + +*** + +## Step 4: Create Add Custom Item to Cart API Route + +Now that you've implemented the logic to add an item with a custom price to the cart, you'll expose this functionality in an API route. + +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/carts/:id/line-items-metals` that executes the workflow from the previous step to add a product variant with custom price to the cart. + +Learn more about API routes in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). + +### Create API Route + +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 the `/store/carts/:id/line-items-metals` API route, create the file `src/api/store/carts/[id]/line-items-metals/route.ts` with the following content: + +![The directory structure after adding the API route file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738252712/Medusa%20Resources/custom-item-price-6_deecbu.jpg) + +```ts title="src/api/store/carts/[id]/line-items-metals/route.ts" +import { MedusaRequest, MedusaResponse } from "@medusajs/framework" +import { HttpTypes } from "@medusajs/framework/types" +import { addCustomToCartWorkflow } from "../../../../../workflows/add-custom-to-cart" + +export const POST = async ( + req: MedusaRequest, + res: MedusaResponse +) => { + const { id } = req.params + const item = req.validatedBody + + const { result } = await addCustomToCartWorkflow(req.scope) + .run({ + input: { + cart_id: id, + item, + }, + }) + + res.status(200).json({ cart: result.cart }) +} +``` + +Since you export a `POST` function in this file, you're exposing a `POST` API route at `/store/carts/:id/line-items-metals`. The route handler function accepts two parameters: + +1. A request object with details and context on the request, such as path and body parameters. +2. A response object to manipulate and send the response. + +In the function, you retrieve the cart's ID from the path parameter, and the item's details from the request body. This API route will accept the same request body parameters as Medusa's [Add Item to Cart API Route](https://docs.medusajs.com/api/store#carts_postcartsidlineitems). + +Then, you execute the `addCustomToCartWorkflow` by invoking it, passing it the Medusa container, which is available in the request's `scope` property, then executing its `run` method. You pass the workflow's input object with the cart's ID and the item to add to the cart. + +Finally, you return a response with the updated cart's details. + +### Add Request Body Validation Middleware + +To ensure that the request body contains the required parameters, you'll add a middleware that validates the incoming request's body based on a defined schema. + +A middleware is a function executed before the API route when a request is sent to it. You define middlewares in Medusa in the `src/api/middlewares.ts` directory. + +Learn more about middlewares in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/middlewares/index.html.md). + +To add a validation middleware to the custom API route, create the file `src/api/middlewares.ts` with the following content: + +![The directory structure after adding the middleware file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1738253099/Medusa%20Resources/custom-item-price-7_l7iw2a.jpg) + +```ts title="src/api/middlewares.ts" +import { + defineMiddlewares, + validateAndTransformBody, +} from "@medusajs/framework/http" +import { + StoreAddCartLineItem, +} from "@medusajs/medusa/api/store/carts/validators" + +export default defineMiddlewares({ + routes: [ + { + matcher: "/store/carts/:id/line-items-metals", + method: "POST", + middlewares: [ + validateAndTransformBody( + StoreAddCartLineItem + ), + ], + }, + ], +}) +``` + +In this file, you export the middlewares definition using `defineMiddlewares` from the Medusa Framework. This function accepts an object having a `routes` property, which is an array of middleware configurations to apply on routes. + +You pass in the `routes` array an object having the following properties: + +- `matcher`: The route to apply the middleware on. +- `method`: The HTTP method to apply the middleware on for the specified API route. +- `middlewares`: An array of the middlewares to apply. You apply the `validateAndTransformBody` middleware, which validates the request body based on the `StoreAddCartLineItem` schema. This validation schema is the same schema used for Medusa's [Add Item to Cart API Route](https://docs.medusajs.com/api/store#carts_postcartsidlineitems). + +Any request sent to the `/store/carts/:id/line-items-metals` API route will now fail if it doesn't have the required parameters. + +Learn more about API route validation in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/validation/index.html.md). + +### Prepare to Test API Route + +Before you test the API route, you'll prepare and retrieve the necessary data to add a product variant with a custom price to the cart. + +#### Create Product with Metal Variant + +You'll first create a product that has a `Metal` option, and variant(s) with values for this option. + +Start the Medusa application with the following command: + +```bash npm2yarn +npm run dev +``` + +Then, open the Medusa Admin dashboard at `localhost:9000/app` and log in with the email and password you created when you installed the Medusa application in the first step. + +Once you log in, click on Products in the sidebar, then click the Create button at the top right. + +![Click on Products in the sidebar at the left, then click on the Create button at the top right of the content](https://res.cloudinary.com/dza7lstvk/image/upload/v1738253415/Medusa%20Resources/Screenshot_2025-01-30_at_6.09.36_PM_ee0jr2.png) + +Then, in the Create Product form: + +1. Enter a name for the product, and optionally enter other details like description. +2. Enable the "Yes, this is a product with variants" toggle. +3. Under Product Options, enter "Metal" for the title, and enter "Gold" for the values. + +Once you're done, click the Continue button. + +![Fill in the product details, enable the "Yes, this is a product with variants" toggle, and add the "Metal" option with "Gold" value](https://res.cloudinary.com/dza7lstvk/image/upload/v1738253520/Medusa%20Resources/Screenshot_2025-01-30_at_6.11.29_PM_lqxth9.png) + +You can skip the next two steps by clicking the Continue button again, then the Publish button. + +Once you're done, the product's page will open. You'll now add weight to the product's Gold variant. To do that: + +- Scroll to the Variants section and find the Gold variant. +- Click on the three-dots icon at its right. +- Choose "Edit" from the dropdown. + +![Find the Gold variant in the Variants section, click on the three-dots icon, and choose "Edit"](https://res.cloudinary.com/dza7lstvk/image/upload/v1738254038/Medusa%20Resources/Screenshot_2025-01-30_at_6.19.52_PM_j3hjcx.png) + +In the side window that opens, find the Weight field, enter the weight, and click the Save button. + +![Enter the weight in the Weight field, then click the Save button](https://res.cloudinary.com/dza7lstvk/image/upload/v1738254165/Medusa%20Resources/Screenshot_2025-01-30_at_6.22.15_PM_yplzdp.png) + +Finally, you need to set fixed prices for the variant, even if they're just `0`. To do that: + +1. Click on the three-dots icon at the top right of the Variants section. +2. Choose "Edit Prices" from the dropdown. + +![Click on the three-dots icon at the top right of the Variants section, then choose "Edit Prices"](https://res.cloudinary.com/dza7lstvk/image/upload/v1738255203/Medusa%20Resources/Screenshot_2025-01-30_at_6.39.35_PM_s3jpxh.png) + +For each cell in the table, either enter a fixed price for the specified currency or leave it as `0`. Once you're done, click the Save button. + +![Enter fixed prices for the variant in the table, then click the Save button](https://res.cloudinary.com/dza7lstvk/image/upload/v1738255272/Medusa%20Resources/Screenshot_2025-01-30_at_6.40.45_PM_zw1l59.png) + +You'll use this variant to add it to the cart later. You can find its ID by clicking on the variant, opening its details page. Then, on the details page, click on the icon at the right of the JSON section, and copy the ID from the JSON data. + +![Click on the icon at the right of the JSON section to copy the variant's ID](https://res.cloudinary.com/dza7lstvk/image/upload/v1738254314/Medusa%20Resources/Screenshot_2025-01-30_at_6.24.49_PM_ka7xew.png) + +#### Retrieve Publishable API Key + +All requests sent to API routes starting with `/store` must have a publishable API key in the header. This ensures the request's operations are scoped to the publishable API key's associated sales channels. For example, products that aren't available in a cart's sales channel can't be added to it. + +To retrieve the publishable API key, on the Medusa Admin: + +1. Click on Settings in the sidebar at the bottom left. +2. Click on Publishable API Keys from the sidebar, then click on a publishable API key in the list. + +![Click on publishable API keys in the Settings sidebar, then click on a publishable API key in the list](https://res.cloudinary.com/dza7lstvk/image/upload/v1738254523/Medusa%20Resources/Screenshot_2025-01-30_at_6.28.17_PM_mldscc.png) + +3. Click on the publishable API key to copy it. + +![Click on the publishable API key to copy it](https://res.cloudinary.com/dza7lstvk/image/upload/v1738254601/Medusa%20Resources/Screenshot_2025-01-30_at_6.29.26_PM_vvatki.png) + +You'll use this key when you test the API route. + +### Test API Route + +To test out the API route, you need to create a cart. A cart must be associated with a region. So, to retrieve the ID of a region in your store, send a `GET` request to the `/store/regions` API route: + +```bash +curl 'localhost:9000/store/regions' \ +-H 'x-publishable-api-key: {api_key}' +``` + +Make sure to replace `{api_key}` with the publishable API key you copied earlier. + +This will return a list of regions. Copy the ID of one of the regions. + +Then, send a `POST` request to the `/store/carts` API route to create a cart: + +```bash +curl -X POST 'localhost:9000/store/carts' \ +-H 'x-publishable-api-key: {api_key}' \ +-H 'Content-Type: application/json' \ +--data '{ + "region_id": "{region_id}" +}' +``` + +Make sure to replace `{api_key}` with the publishable API key you copied earlier, and `{region_id}` with the ID of a region from the previous request. + +This will return the created cart. Copy the ID of the cart to use it next. + +Finally, to add the Gold variant to the cart with a custom price, send a `POST` request to the `/store/carts/:id/line-items-metals` API route: + +```bash +curl -X POST 'localhost:9000/store/carts/{cart_id}/line-items-metals' \ +-H 'x-publishable-api-key: {api_key}' \ +-H 'Content-Type: application/json' \ +--data '{ + "variant_id": "{variant_id}", + "quantity": 1 +}' +``` + +Make sure to replace: + +- `{api_key}` with the publishable API key you copied earlier. +- `{cart_id}` with the ID of the cart you created. +- `{variant_id}` with the ID of the Gold variant you created. + +This will return the cart's details, where you can see in its `items` array the item with the custom price: + +```json title="Example Response" +{ + "cart": { + "items": [ + { + "variant_id": "{variant_id}", + "quantity": 1, + "is_custom_price": true, + // example custom price + "unit_price": 2000 + } + ] + } +} +``` + +The price will be the result of the calculation you've implemented earlier, which is the fixed price of the variant plus the real-time price of the metal, multiplied by the weight of the variant and the quantity added to the cart. + +This price will be reflected in the cart's total price, and you can proceed to checkout with the custom-priced item. + +*** + +## Next Steps + +You've now implemented custom item pricing in Medusa. You can also customize the [storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md) to use the new API route to add custom-priced items to the cart. + +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). + + # How-to & Tutorials In this section of the documentation, you'll find how-to guides and tutorials that will help you customize the Medusa server and admin. These guides are useful after you've learned Medusa's main concepts in the [Get Started](https://docs.medusajs.com/docs/learn/index.html.md) section of the documentation. @@ -40177,6 +40171,637 @@ 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/infrastructure-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/infrastructure-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/infrastructure-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. @@ -43838,637 +44463,6 @@ 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/infrastructure-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/infrastructure-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/infrastructure-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). - - # 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. @@ -47567,1245 +47561,6 @@ 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 ShipStation (Fulfillment) - -In this guide, you'll learn how to integrate Medusa with ShipStation. - -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). - -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. -- 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/shipstation-integration): Find the full code of the guide in this repository. - -*** - -## 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 you're asked whether you want to install the Next.js storefront, choose `Y` for 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 storefront in a 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 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. 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 ShipStation Account - -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). - -### Enable Carriers - -To create labels for your shipments, you need to enable carriers. This requires you to enter payment and address details. - -To enable carriers: - -1. On the Onboard page, in the "Enable carriers & see rates" section, click on the "Enable Carriers" button. - -![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) - -2. In the pop-up that opens, click on Continue Setup. - -![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) - -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. - -![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: 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 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/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 ShipStation Module Provider's service and the methods necessary to handle fulfillment. - -Start by creating the file `src/modules/shipstation/service.ts` with the following content: - -![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) - -```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights1} -import { AbstractFulfillmentProviderService } from "@medusajs/framework/utils" - -export type ShipStationOptions = { - api_key: string -} - -class ShipStationProviderService extends AbstractFulfillmentProviderService { - static identifier = "shipstation" - protected options_: ShipStationOptions - - constructor({}, options: ShipStationOptions) { - super() - - this.options_ = options - } - - // TODO add methods -} - -export default ShipStationProviderService -``` - -A Fulfillment Module Provider service must extend the `AbstractFulfillmentProviderService` class. You'll implement the abstract methods of this class in the upcoming sections. - -The service must have an `identifier` static property, which is a unique identifier for the provider. You set the identifier to `shipstation`. - -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. - -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. - -### Create Client - -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. - -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 - } - - 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 - }) - } -} -``` - -The `ShipStationClient` class accepts the ShipStation options in its constructor and sets those options in the `options` property. - -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. - -You'll add more methods to send requests in the upcoming steps. - -To use the client in `ShipStationProviderService`, add it as a class property and initialize it in the constructor: - -```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights2} -// imports... -import { ShipStationClient } from "./client" - -// ... - -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 { - 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" -import { - // ... - 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, - "from_location.address is required to calculate shipping rate" - ) - } - 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, - "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 - } -} -``` - -The `createShipment` method accepts as a parameter an object having the following properties: - -- `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. - -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. - -To send the request, replace the `TODO` with the following: - -```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) - -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 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. - -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. - -Finally, add the `calculatePrice` method to `ShipStationProviderService`: - -```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights5} -// other imports... -import { - // ... - CalculatedShippingOptionPrice, -} from "@medusajs/framework/types" - -class ShipStationProviderService extends AbstractFulfillmentProviderService { - // ... - 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 - - 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 { - const rateResponse = await this.client.getShipmentRates(shipment_id) - rate = rateResponse[0].rates[0] - } - - 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) - - return { - calculated_amount: calculatedPrice, - is_calculated_price_tax_inclusive: !!rate?.tax_amount, - } - } -} -``` - -The `calculatePrice` method accepts the following parameters: - -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 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. - -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