From ea6faa8c82de3c368d097c6e7babf2e5ac7ef24c Mon Sep 17 00:00:00 2001 From: Shahed Nasser Date: Tue, 6 May 2025 14:44:50 +0300 Subject: [PATCH] docs: add missing details for tiered pricing (#12374) * docs: add missing details for tiered pricing * adjustments --- www/apps/book/public/llms-full.txt | 28627 ++++++++-------- .../app/commerce-modules/fulfillment/page.mdx | 1 + .../app/commerce-modules/pricing/page.mdx | 2 +- .../pricing/price-calculation/page.mdx | 82 + .../pricing/price-rules/page.mdx | 189 +- .../app/commerce-modules/product/page.mdx | 1 + www/apps/resources/generated/edit-dates.mjs | 10 +- .../generated-commerce-modules-sidebar.mjs | 2 +- www/apps/resources/sidebars/pricing.mjs | 2 +- 9 files changed, 14642 insertions(+), 14274 deletions(-) diff --git a/www/apps/book/public/llms-full.txt b/www/apps/book/public/llms-full.txt index f04ce62bb2..97351128ba 100644 --- a/www/apps/book/public/llms-full.txt +++ b/www/apps/book/public/llms-full.txt @@ -1420,75 +1420,6 @@ import { BrandModuleService } from "@/modules/brand/service" ``` -# Build Custom Features - -In the upcoming chapters, you'll follow step-by-step guides to build custom features in Medusa. These guides gradually introduce Medusa's concepts to help you understand what they are and how to use them. - -By following these guides, you'll add brands to the Medusa application that you can associate with products. - -To build a custom feature in Medusa, you need three main tools: - -- [Module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md): a package with commerce logic for a single domain. It defines new tables to add to the database, and a class of methods to manage these tables. -- [Workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md): a tool to perform an operation comprising multiple steps with built-in rollback and retry mechanisms. -- [API route](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md): a REST endpoint that exposes commerce features to clients, such as the admin dashboard or a storefront. The API route executes a workflow that implements the commerce feature using modules. - -![Diagram showcasing the flow of a custom developed feature](https://res.cloudinary.com/dza7lstvk/image/upload/v1725867628/Medusa%20Book/custom-development_nofvp6.jpg) - -*** - -## Next Chapters: Brand Module Example - -The next chapters will guide you to: - -1. Build a Brand Module that creates a `Brand` data model and provides data-management features. -2. Add a workflow to create a brand. -3. Expose an API route that allows admin users to create a brand using the workflow. - - -# Customize Medusa Admin Dashboard - -In the previous chapters, you've customized your Medusa application to [add brands](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md), [expose an API route to create brands](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md), and [linked brands to products](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md). - -After customizing and extending your application with new features, you may need to provide an interface for admin users to utilize these features. The Medusa Admin dashboard is extendable, allowing you to: - -- Insert components, called [widgets](https://docs.medusajs.com/learn/fundamentals/admin/widgets/index.html.md), on existing pages. -- Add new pages, called [UI Routes](https://docs.medusajs.com/learn/fundamentals/admin/ui-routes/index.html.md). - -From these customizations, you can send requests to custom API routes, allowing admin users to manage custom resources on the dashboard - -*** - -## Next Chapters: View Brands in Dashboard - -In the next chapters, you'll continue with the brands example to: - -- Add a new section to the product details page that shows the product's brand. -- Add a new page in the dashboard that shows all brands in the store. - - -# Extend Core Commerce Features - -In the upcoming chapters, you'll learn about the concepts and tools to extend Medusa's core commerce features. - -In other commerce platforms, you extend core features and models through hacky workarounds that can introduce unexpected issues and side effects across the platform. It also makes your application difficult to maintain and upgrade in the long run. - -The Medusa Framework and orchestration tools mitigate these issues while supporting all your customization needs: - -- [Module Links](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md): Link data models of different modules without building direct dependencies, ensuring that the Medusa application integrates your modules without side effects. -- [Workflow Hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md): inject custom functionalities into a workflow at predefined points, called hooks. This allows you to perform custom actions as a part of a core workflow without hacky workarounds. -- [Additional Data in API Routes](https://docs.medusajs.com/learn/fundamentals/api-routes/additional-data/index.html.md): Configure core API routes to accept request parameters relevant to your customizations. These parameters are passed to the underlying workflow's hooks, where you can manage your custom data as part of an existing flow. - -*** - -## Next Chapters: Link Brands to Products Example - -The next chapters explain how to use the tools mentioned above with step-by-step guides. You'll continue with the [brands example from the previous chapters](https://docs.medusajs.com/learn/customization/custom-features/index.html.md) to: - -- Link brands from the custom [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) to products from Medusa's [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md). -- Extend the core product-creation workflow and the API route that uses it to allow setting the brand of a newly created product. -- Retrieve a product's associated brand's details. - - # 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. @@ -1797,19 +1728,73 @@ Replace the email `admin-medusa@test.com` and password `supersecret` with the cr You can use these credentials to log into the Medusa Admin dashboard. -# Re-Use Customizations with Plugins +# Build Custom Features -In the previous chapters, you've learned important concepts related to creating modules, implementing commerce features in workflows, exposing those features in API routes, customizing the Medusa Admin dashboard with Admin Extensions, and integrating third-party systems. +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. -You've implemented the brands example within a single Medusa application. However, this approach is not scalable when you want to reuse your customizations across multiple projects. +By following these guides, you'll add brands to the Medusa application that you can associate with products. -To reuse your customizations across multiple Medusa applications, such as implementing brands in different projects, you can create a plugin. A plugin is an NPM package that encapsulates your customizations and can be installed in any Medusa application. Plugins can include modules, workflows, API routes, Admin Extensions, and more. +To build a custom feature in Medusa, you need three main tools: -![Diagram showcasing how the Brand Plugin would add its resources to any application it's installed in](https://res.cloudinary.com/dza7lstvk/image/upload/v1737540091/Medusa%20Book/brand-plugin_bk9zi9.jpg) +- [Module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md): a package with commerce logic for a single domain. It defines new tables to add to the database, and a class of methods to manage these tables. +- [Workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md): a tool to perform an operation comprising multiple steps with built-in rollback and retry mechanisms. +- [API route](https://docs.medusajs.com/learn/fundamentals/api-routes/index.html.md): a REST endpoint that exposes commerce features to clients, such as the admin dashboard or a storefront. The API route executes a workflow that implements the commerce feature using modules. -Medusa provides the tooling to create a plugin package, test it in a local Medusa application, and publish it to NPM. +![Diagram showcasing the flow of a custom developed feature](https://res.cloudinary.com/dza7lstvk/image/upload/v1725867628/Medusa%20Book/custom-development_nofvp6.jpg) -To learn more about plugins and how to create them, refer to [this chapter](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md). +*** + +## Next Chapters: Brand Module Example + +The next chapters will guide you to: + +1. Build a Brand Module that creates a `Brand` data model and provides data-management features. +2. Add a workflow to create a brand. +3. Expose an API route that allows admin users to create a brand using the workflow. + + +# Customize Medusa Admin Dashboard + +In the previous chapters, you've customized your Medusa application to [add brands](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md), [expose an API route to create brands](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md), and [linked brands to products](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md). + +After customizing and extending your application with new features, you may need to provide an interface for admin users to utilize these features. The Medusa Admin dashboard is extendable, allowing you to: + +- Insert components, called [widgets](https://docs.medusajs.com/learn/fundamentals/admin/widgets/index.html.md), on existing pages. +- Add new pages, called [UI Routes](https://docs.medusajs.com/learn/fundamentals/admin/ui-routes/index.html.md). + +From these customizations, you can send requests to custom API routes, allowing admin users to manage custom resources on the dashboard + +*** + +## Next Chapters: View Brands in Dashboard + +In the next chapters, you'll continue with the brands example to: + +- Add a new section to the product details page that shows the product's brand. +- Add a new page in the dashboard that shows all brands in the store. + + +# Extend Core Commerce Features + +In the upcoming chapters, you'll learn about the concepts and tools to extend Medusa's core commerce features. + +In other commerce platforms, you extend core features and models through hacky workarounds that can introduce unexpected issues and side effects across the platform. It also makes your application difficult to maintain and upgrade in the long run. + +The Medusa Framework and orchestration tools mitigate these issues while supporting all your customization needs: + +- [Module Links](https://docs.medusajs.com/learn/fundamentals/module-links/index.html.md): Link data models of different modules without building direct dependencies, ensuring that the Medusa application integrates your modules without side effects. +- [Workflow Hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md): inject custom functionalities into a workflow at predefined points, called hooks. This allows you to perform custom actions as a part of a core workflow without hacky workarounds. +- [Additional Data in API Routes](https://docs.medusajs.com/learn/fundamentals/api-routes/additional-data/index.html.md): Configure core API routes to accept request parameters relevant to your customizations. These parameters are passed to the underlying workflow's hooks, where you can manage your custom data as part of an existing flow. + +*** + +## Next Chapters: Link Brands to Products Example + +The next chapters explain how to use the tools mentioned above with step-by-step guides. You'll continue with the [brands example from the previous chapters](https://docs.medusajs.com/learn/customization/custom-features/index.html.md) to: + +- Link brands from the custom [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) to products from Medusa's [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md). +- Extend the core product-creation workflow and the API route that uses it to allow setting the brand of a newly created product. +- Retrieve a product's associated brand's details. # Customizations Next Steps: Learn the Fundamentals @@ -1834,6 +1819,21 @@ The following guides and references are useful for your development journey: In the [Recipes](https://docs.medusajs.com/resources/recipes/index.html.md) documentation, you'll also find step-by-step guides for different use cases, such as building a marketplace, digital products, and more. +# Re-Use Customizations with Plugins + +In the previous chapters, you've learned important concepts related to creating modules, implementing commerce features in workflows, exposing those features in API routes, customizing the Medusa Admin dashboard with Admin Extensions, and integrating third-party systems. + +You've implemented the brands example within a single Medusa application. However, this approach is not scalable when you want to reuse your customizations across multiple projects. + +To reuse your customizations across multiple Medusa applications, such as implementing brands in different projects, you can create a plugin. A plugin is an NPM package that encapsulates your customizations and can be installed in any Medusa application. Plugins can include modules, workflows, API routes, Admin Extensions, and more. + +![Diagram showcasing how the Brand Plugin would add its resources to any application it's installed in](https://res.cloudinary.com/dza7lstvk/image/upload/v1737540091/Medusa%20Book/brand-plugin_bk9zi9.jpg) + +Medusa provides the tooling to create a plugin package, test it in a local Medusa application, and publish it to NPM. + +To learn more about plugins and how to create them, refer to [this chapter](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md). + + # Integrate Third-Party Systems Commerce applications often connect to third-party systems that provide additional or specialized features. For example, you may integrate a Content-Management System (CMS) for rich content features, a payment provider to process credit-card payments, and a notification service to send emails. @@ -1857,79 +1857,6 @@ In the previous chapters, you've [added brands](https://docs.medusajs.com/learn/ 3. Sync brands from the CMS at a daily schedule. -# 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 this chapter, you'll learn about th Medusa Admin dashboard and the possible ways to customize it. @@ -1976,6 +1903,65 @@ 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. +# API Routes + +In this chapter, you’ll learn what API Routes are and how to create them. + +## What is an API Route? + +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 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. + +*** + +## How to Create an API Route? + +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`. + +![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. + + # Custom CLI Scripts In this chapter, you'll learn how to create and execute custom scripts from Medusa's CLI tool. @@ -2046,246 +2032,6 @@ npx medusa exec ./src/scripts/my-script.ts arg1 arg2 ``` -# API Routes - -In this chapter, you’ll learn what API Routes are and how to create them. - -## What is an API Route? - -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 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. - -*** - -## How to Create an API Route? - -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`. - -![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/references/events/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). - - # Framework Overview In this chapter, you'll learn about the Medusa Framework and how it facilitates building customizations in your Medusa application. @@ -3056,108 +2802,185 @@ To learn more about the different concepts useful for building plugins, check ou - [Plugins](https://docs.medusajs.com/learn/fundamentals/plugins/index.html.md) -# Data Models +# Events and Subscribers -In this chapter, you'll learn what a data model is and how to create a data model. +In this chapter, you’ll learn about Medusa's event system, and how to handle events with subscribers. -## What is a Data Model? +## Handle Core Commerce Flows with Events -A data model represents a table in the database. You create data models using Medusa's data modeling language (DML). It simplifies defining a table's columns, relations, and indexes with straightforward methods and configurations. +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. -You create a data model in a [module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). The module's service provides the methods to store and manage those data models. Then, you can resolve the module's service in other customizations, such as a [workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md), to manage the data models' records. +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/references/events/index.html.md). *** -## How to Create a Data Model +## How to Create a Subscriber? -In a module, you can create a data model in a TypeScript or JavaScript file under the module's `models` directory. +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. -So, for example, assuming you have a Blog Module at `src/modules/blog`, you can create a `Post` data model by creating the `src/modules/blog/models/post.ts` file with the following content: +For example, create the file `src/subscribers/order-placed.ts` with the following content: -![Updated directory overview after adding the data model](https://res.cloudinary.com/dza7lstvk/image/upload/v1732806790/Medusa%20Book/blog-dir-overview-1_jfvovj.jpg) +![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/modules/blog/models/post.ts" -import { model } from "@medusajs/framework/utils" +```ts title="src/subscribers/product-created.ts" +import { SubscriberArgs, type SubscriberConfig } from "@medusajs/framework" +import { sendOrderConfirmationWorkflow } from "../workflows/send-order-confirmation" -const Post = model.define("post", { - id: model.id().primaryKey(), - title: model.text(), -}) +export default async function orderPlacedHandler({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + const logger = container.resolve("logger") -export default Post -``` + logger.info("Sending confirmation email...") -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. The schema's properties are defined using the `model`'s methods, such as `text` and `id`. - - Data models automatically have the date properties `created_at`, `updated_at`, and `deleted_at`, so you don't need to add them manually. - -The code snippet above defines a `Post` data model with `id` and `title` properties. - -*** - -## Generate Migrations - -After you create a data model in a module, then [register that module in your Medusa configurations](https://docs.medusajs.com/learn/fundamentals/modules#4-add-module-to-medusas-configurations/index.html.md), you must generate a migration to create the data model's table in the database. - -A migration is a TypeScript or JavaScript file that defines database changes made by a module. Migrations are useful when you re-use a module or you're working in a team, so that when one member of a team makes a database change, everyone else can reflect it on their side by running the migrations. - -For example, to generate a migration for the Blog Module, run the following command in your Medusa application's directory: - -If you're creating the module in a plugin, use the [plugin:db:generate command](https://docs.medusajs.com/resources/medusa-cli/commands/plugin#plugindbgenerate/index.html.md) instead. - -```bash -npx medusa db:generate blog -``` - -The `db:generate` command of the Medusa CLI accepts one or more module names to generate the migration for. It will create a migration file for the Blog Module in the directory `src/modules/blog/migrations` similar to the following: - -```ts -import { Migration } from "@mikro-orm/migrations" - -export class Migration20241121103722 extends Migration { - - async up(): Promise { - this.addSql("create table if not exists \"post\" (\"id\" text not null, \"title\" text not null, \"created_at\" timestamptz not null default now(), \"updated_at\" timestamptz not null default now(), \"deleted_at\" timestamptz null, constraint \"post_pkey\" primary key (\"id\"));") - } - - async down(): Promise { - this.addSql("drop table if exists \"post\" cascade;") - } + await sendOrderConfirmationWorkflow(container) + .run({ + input: { + id: data.id, + }, + }) +} +export const config: SubscriberConfig = { + event: `order.placed`, } ``` -In the migration class, the `up` method creates the table `post` and defines its columns using PostgreSQL syntax. The `down` method drops the table. +This subscriber file exports: -### Run Migrations +- 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. -To reflect the changes in the generated migration file on the database, run the `db:migrate` command: +The subscriber function receives an object as a parameter that has the following properties: -If you're creating the module in a plugin, run this command on the Medusa application that the plugin is installed in. +- `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. -```bash -npx medusa db:migrate -``` - -This creates the `post` table in the database. - -### Migrations on Data Model Changes - -Whenever you make a change to a data model, you must generate and run the migrations. - -For example, if you add a new column to the `Post` data model, you must generate a new migration and run it. +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. *** -## Manage Data Models +## Test the Subscriber -Your module's service should extend the [service factory](https://docs.medusajs.com/learn/fundamentals/modules/service-factory/index.html.md), which generates data-management methods for your module's data models. +To test the subscriber, start the Medusa application: -For example, the Blog Module's service would have methods like `retrievePost` and `createPosts`. +```bash npm2yarn +npm run dev +``` -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. +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). + + +# 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 || # Medusa Container @@ -3310,6 +3133,110 @@ A [module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md), Learn more about the module's container in [this chapter](https://docs.medusajs.com/learn/fundamentals/modules/container/index.html.md). +# Data Models + +In this chapter, you'll learn what a data model is and how to create a data model. + +## What is a Data Model? + +A data model represents a table in the database. You create data models using Medusa's data modeling language (DML). It simplifies defining a table's columns, relations, and indexes with straightforward methods and configurations. + +You create a data model in a [module](https://docs.medusajs.com/learn/fundamentals/modules/index.html.md). The module's service provides the methods to store and manage those data models. Then, you can resolve the module's service in other customizations, such as a [workflow](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md), to manage the data models' records. + +*** + +## How to Create a Data Model + +In a module, you can create a data model in a TypeScript or JavaScript file under the module's `models` directory. + +So, for example, assuming you have a Blog Module at `src/modules/blog`, you can create a `Post` data model by creating the `src/modules/blog/models/post.ts` file with the following content: + +![Updated directory overview after adding the data model](https://res.cloudinary.com/dza7lstvk/image/upload/v1732806790/Medusa%20Book/blog-dir-overview-1_jfvovj.jpg) + +```ts title="src/modules/blog/models/post.ts" +import { model } from "@medusajs/framework/utils" + +const Post = model.define("post", { + id: model.id().primaryKey(), + title: model.text(), +}) + +export default Post +``` + +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. The schema's properties are defined using the `model`'s methods, such as `text` and `id`. + - Data models automatically have the date properties `created_at`, `updated_at`, and `deleted_at`, so you don't need to add them manually. + +The code snippet above defines a `Post` data model with `id` and `title` properties. + +*** + +## Generate Migrations + +After you create a data model in a module, then [register that module in your Medusa configurations](https://docs.medusajs.com/learn/fundamentals/modules#4-add-module-to-medusas-configurations/index.html.md), you must generate a migration to create the data model's table in the database. + +A migration is a TypeScript or JavaScript file that defines database changes made by a module. Migrations are useful when you re-use a module or you're working in a team, so that when one member of a team makes a database change, everyone else can reflect it on their side by running the migrations. + +For example, to generate a migration for the Blog Module, run the following command in your Medusa application's directory: + +If you're creating the module in a plugin, use the [plugin:db:generate command](https://docs.medusajs.com/resources/medusa-cli/commands/plugin#plugindbgenerate/index.html.md) instead. + +```bash +npx medusa db:generate blog +``` + +The `db:generate` command of the Medusa CLI accepts one or more module names to generate the migration for. It will create a migration file for the Blog Module in the directory `src/modules/blog/migrations` similar to the following: + +```ts +import { Migration } from "@mikro-orm/migrations" + +export class Migration20241121103722 extends Migration { + + async up(): Promise { + this.addSql("create table if not exists \"post\" (\"id\" text not null, \"title\" text not null, \"created_at\" timestamptz not null default now(), \"updated_at\" timestamptz not null default now(), \"deleted_at\" timestamptz null, constraint \"post_pkey\" primary key (\"id\"));") + } + + async down(): Promise { + this.addSql("drop table if exists \"post\" cascade;") + } + +} +``` + +In the migration class, the `up` method creates the table `post` and defines its columns using PostgreSQL syntax. The `down` method drops the table. + +### Run Migrations + +To reflect the changes in the generated migration file on the database, run the `db:migrate` command: + +If you're creating the module in a plugin, run this command on the Medusa application that the plugin is installed in. + +```bash +npx medusa db:migrate +``` + +This creates the `post` table in the database. + +### Migrations on Data Model Changes + +Whenever you make a change to a data model, you must generate and run the migrations. + +For example, if you add a new column to the `Post` data model, you must generate a new migration and run it. + +*** + +## Manage Data Models + +Your module's service should extend the [service factory](https://docs.medusajs.com/learn/fundamentals/modules/service-factory/index.html.md), which generates data-management methods for your module's data models. + +For example, the Blog Module's service would have methods like `retrievePost` and `createPosts`. + +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. + + # Define Module Link In this chapter, you’ll learn what a module link is and how to define one. @@ -3525,6 +3452,44 @@ 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. + + # Modules In this chapter, you’ll learn about modules and how to create them. @@ -3825,44 +3790,6 @@ This will create a post and return it in the response: You can also execute the workflow from a [subscriber](https://docs.medusajs.com/learn/fundamentals/events-and-subscribers/index.html.md) when an event occurs, or from a [scheduled job](https://docs.medusajs.com/learn/fundamentals/scheduled-jobs/index.html.md) to run it at a specified interval. -# 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. @@ -3957,116 +3884,6 @@ 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. -# 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. - - # Workflows In this chapter, you’ll learn about workflows and how to define and execute them. @@ -4461,96 +4278,114 @@ 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. -# Worker Mode of Medusa Instance +# Configure Instrumentation -In this chapter, you'll learn about the different modes of running a Medusa instance and how to configure the mode. +In this chapter, you'll learn about observability in Medusa and how to configure instrumentation with OpenTelemetry. -## What is Worker Mode? +## Observability with OpenTelemtry -By default, the Medusa application runs both the server, which handles all incoming requests, and the worker, which processes background tasks, in a single process. While this setup is suitable for development, it is not optimal for production environments where background tasks can be long-running or resource-intensive. +Medusa uses [OpenTelemetry](https://opentelemetry.io/) for instrumentation and reporting. When configured, it reports traces for: -In a production environment, you should deploy two separate instances of your Medusa application: - -1. A server instance that handles incoming requests to the application's API routes. -2. A worker instance that processes background tasks. This includes scheduled jobs and subscribers. - -You don't need to set up different projects for each instance. Instead, you can configure the Medusa application to run in different modes based on environment variables, as you'll see later in this chapter. - -This separation ensures that the server instance remains responsive to incoming requests, while the worker instance processes tasks in the background. - -![Diagram showcasing how the server and worker work together](https://res.cloudinary.com/dza7lstvk/image/upload/fl_lossy/f_auto/r_16/ar_16:9,c_pad/v1/Medusa%20Book/medusa-worker_klkbch.jpg?_a=BATFJtAA0) +- HTTP requests +- Workflow executions +- Query usages +- Database queries and operations *** -## How to Set Worker Mode +## How to Configure Instrumentation in Medusa? -You can set the worker mode of your application using the `projectConfig.workerMode` configuration in the `medusa-config.ts`. The `workerMode` configuration accepts the following values: +### Prerequisites -- `shared`: (default) run the application in a single process, meaning the worker and server run in the same process. -- `worker`: run a worker process only. -- `server`: run the application server only. +- [An exporter to visualize your application's traces, such as Zipkin.](https://zipkin.io/pages/quickstart.html) -Instead of creating different projects with different worker mode configurations, you can set the worker mode using an environment variable. Then, the worker mode configuration will change based on the environment variable. +### Install Dependencies -For example, set the worker mode in `medusa-config.ts` to the following: +Start by installing the following OpenTelemetry dependencies in your Medusa project: -```ts title="medusa-config.ts" -module.exports = defineConfig({ - projectConfig: { - workerMode: process.env.WORKER_MODE || "shared", - // ... - }, - // ... +```bash npm2yarn +npm install @opentelemetry/sdk-node @opentelemetry/resources @opentelemetry/sdk-trace-node @opentelemetry/instrumentation-pg +``` + +Also, install the dependencies relevant for the exporter you use. If you're using Zipkin, install the following dependencies: + +```bash npm2yarn +npm install @opentelemetry/exporter-zipkin +``` + +### Add instrumentation.ts + +Next, create the file `instrumentation.ts` with the following content: + +```ts title="instrumentation.ts" +import { registerOtel } from "@medusajs/medusa" +import { ZipkinExporter } from "@opentelemetry/exporter-zipkin" + +// If using an exporter other than Zipkin, initialize it here. +const exporter = new ZipkinExporter({ + serviceName: "my-medusa-project", }) + +export function register() { + registerOtel({ + serviceName: "medusajs", + // pass exporter + exporter, + instrument: { + http: true, + workflows: true, + query: true, + }, + }) +} ``` -You set the worker mode configuration to the `process.env.WORKER_MODE` environment variable and set a default value of `shared`. +In the `instrumentation.ts` file, you export a `register` function that uses Medusa's `registerOtel` utility function. You also initialize an instance of the exporter, such as Zipkin, and pass it to the `registerOtel` function. -Then, in the deployed server Medusa instance, set `WORKER_MODE` to `server`, and in the worker Medusa instance, set `WORKER_MODE` to `worker`: +`registerOtel` accepts an object where you can pass any [NodeSDKConfiguration](https://open-telemetry.github.io/opentelemetry-js/interfaces/_opentelemetry_sdk_node.NodeSDKConfiguration.html) property along with the following properties: -### Server Medusa Instance +The `NodeSDKConfiguration` properties are accepted since Medusa v2.5.1. -```bash -WORKER_MODE=server +- serviceName: (\`string\`) The name of the service traced. +- exporter: (\[SpanExporter]\(https://open-telemetry.github.io/opentelemetry-js/interfaces/\_opentelemetry\_sdk\_trace\_base.SpanExporter.html)) An instance of an exporter, such as Zipkin. +- instrument: (\`object\`) Options specifying what to trace. + + - http: (\`boolean\`) Whether to trace HTTP requests. + + - query: (\`boolean\`) Whether to trace Query usages. + + - workflows: (\`boolean\`) Whether to trace Workflow executions. + + - db: (\`boolean\`) Whether to trace database queries and operations. +- instrumentations: (\[Instrumentation\[]]\(https://open-telemetry.github.io/opentelemetry-js/interfaces/\_opentelemetry\_instrumentation.Instrumentation.html)) Additional instrumentation options that OpenTelemetry accepts. + +*** + +## Test it Out + +To test it out, start your exporter, such as Zipkin. + +Then, start your Medusa application: + +```bash npm2yarn +npm run dev ``` -### Worker Medusa Instance +Try to open the Medusa Admin or send a request to an API route. -```bash -WORKER_MODE=worker -``` +If you check traces in your exporter, you'll find new traces reported. -### Disable Admin in Worker Mode +### Trace Span Names -Since the worker instance only processes background tasks, you should disable the admin interface in it. That will save resources in the worker instance. +Trace span names start with the following keywords based on what it's reporting: -To disable the admin interface, set the `admin.disable` configuration in the `medusa-config.ts` file: - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - admin: { - disable: process.env.ADMIN_DISABLED === "true" || - false, - }, - // ... -}) -``` - -Similar to before, you set the value in an environment variable, allowing you to enable or disable the admin interface based on the environment. - -Then, in the deployed server Medusa instance, set `ADMIN_DISABLED` to `false`, and in the worker Medusa instance, set `ADMIN_DISABLED` to `true`: - -### Server Medusa Instance - -```bash -ADMIN_DISABLED=false -``` - -### Worker Medusa Instance - -```bash -ADMIN_DISABLED=true -``` +- `{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 @@ -4649,6 +4484,171 @@ 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. +# 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) + + +# Worker Mode of Medusa Instance + +In this chapter, you'll learn about the different modes of running a Medusa instance and how to configure the mode. + +## What is Worker Mode? + +By default, the Medusa application runs both the server, which handles all incoming requests, and the worker, which processes background tasks, in a single process. While this setup is suitable for development, it is not optimal for production environments where background tasks can be long-running or resource-intensive. + +In a production environment, you should deploy two separate instances of your Medusa application: + +1. A server instance that handles incoming requests to the application's API routes. +2. A worker instance that processes background tasks. This includes scheduled jobs and subscribers. + +You don't need to set up different projects for each instance. Instead, you can configure the Medusa application to run in different modes based on environment variables, as you'll see later in this chapter. + +This separation ensures that the server instance remains responsive to incoming requests, while the worker instance processes tasks in the background. + +![Diagram showcasing how the server and worker work together](https://res.cloudinary.com/dza7lstvk/image/upload/fl_lossy/f_auto/r_16/ar_16:9,c_pad/v1/Medusa%20Book/medusa-worker_klkbch.jpg?_a=BATFJtAA0) + +*** + +## How to Set Worker Mode + +You can set the worker mode of your application using the `projectConfig.workerMode` configuration in the `medusa-config.ts`. The `workerMode` configuration accepts the following values: + +- `shared`: (default) run the application in a single process, meaning the worker and server run in the same process. +- `worker`: run a worker process only. +- `server`: run the application server only. + +Instead of creating different projects with different worker mode configurations, you can set the worker mode using an environment variable. Then, the worker mode configuration will change based on the environment variable. + +For example, set the worker mode in `medusa-config.ts` to the following: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + projectConfig: { + workerMode: process.env.WORKER_MODE || "shared", + // ... + }, + // ... +}) +``` + +You set the worker mode configuration to the `process.env.WORKER_MODE` environment variable and set a default value of `shared`. + +Then, in the deployed server Medusa instance, set `WORKER_MODE` to `server`, and in the worker Medusa instance, set `WORKER_MODE` to `worker`: + +### Server Medusa Instance + +```bash +WORKER_MODE=server +``` + +### Worker Medusa Instance + +```bash +WORKER_MODE=worker +``` + +### Disable Admin in Worker Mode + +Since the worker instance only processes background tasks, you should disable the admin interface in it. That will save resources in the worker instance. + +To disable the admin interface, set the `admin.disable` configuration in the `medusa-config.ts` file: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + admin: { + disable: process.env.ADMIN_DISABLED === "true" || + false, + }, + // ... +}) +``` + +Similar to before, you set the value in an environment variable, allowing you to enable or disable the admin interface based on the environment. + +Then, in the deployed server Medusa instance, set `ADMIN_DISABLED` to `false`, and in the worker Medusa instance, set `ADMIN_DISABLED` to `true`: + +### Server Medusa Instance + +```bash +ADMIN_DISABLED=false +``` + +### Worker Medusa Instance + +```bash +ADMIN_DISABLED=true +``` + + # 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. @@ -4947,144 +4947,6 @@ Now that you have brands in your Medusa application, you want to associate a bra In the next chapters, you'll learn how to build associations between data models defined in different modules. -# Guide: Create Brand Workflow - -This chapter builds on the work from the [previous chapter](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) where you created a Brand Module. - -After adding custom modules to your application, you build commerce features around them using workflows. A workflow is a series of queries and actions, called steps, that complete a task spanning across modules. You construct a workflow similar to a regular function, but it's a special function that allows you to define roll-back logic, retry configurations, and more advanced features. - -The workflow you'll create in this chapter will use the Brand Module's service to implement the feature of creating a brand. In the [next chapter](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md), you'll expose an API route that allows admin users to create a brand, and you'll use this workflow in the route's implementation. - -Learn more about workflows in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md). - -### Prerequisites - -- [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) - -*** - -## 1. Create createBrandStep - -A workflow consists of a series of steps, each step created in a TypeScript or JavaScript file under the `src/workflows` directory. A step is defined using `createStep` from the Workflows SDK - -The workflow you're creating in this guide has one step to create the brand. So, create the file `src/workflows/create-brand.ts` with the following content: - -![Directory structure in the Medusa project after adding the file for createBrandStep](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869184/Medusa%20Book/brand-workflow-dir-overview-1_fjvf5j.jpg) - -```ts title="src/workflows/create-brand.ts" -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { BRAND_MODULE } from "../modules/brand" -import BrandModuleService from "../modules/brand/service" - -export type CreateBrandStepInput = { - name: string -} - -export const createBrandStep = createStep( - "create-brand-step", - async (input: CreateBrandStepInput, { container }) => { - const brandModuleService: BrandModuleService = container.resolve( - BRAND_MODULE - ) - - const brand = await brandModuleService.createBrands(input) - - return new StepResponse(brand, brand.id) - } -) -``` - -You create a `createBrandStep` using the `createStep` function. It accepts the step's unique name as a first parameter, and the step's function as a second parameter. - -The step function receives two parameters: input passed to the step when it's invoked, and an object of general context and configurations. This object has a `container` property, which is the Medusa container. - -The [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) is a registry of Framework and commerce tools accessible in your customizations, such as a workflow's step. The Medusa application registers the services of core and custom modules in the container, allowing you to resolve and use them. - -So, In the step function, you use the Medusa container to resolve the Brand Module's service and use its generated `createBrands` method, which accepts an object of brands to create. - -Learn more about the generated `create` method's usage in [this reference](https://docs.medusajs.com/resources/service-factory-reference/methods/create/index.html.md). - -A step must return an instance of `StepResponse`. Its first parameter is the data returned by the step, and the second is the data passed to the compensation function, which you'll learn about next. - -### Add Compensation Function to Step - -You define for each step a compensation function that's executed when an error occurs in the workflow. The compensation function defines the logic to roll-back the changes made by the step. This ensures your data remains consistent if an error occurs, which is especially useful when you integrate third-party services. - -Learn more about the compensation function in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/compensation-function/index.html.md). - -To add a compensation function to the `createBrandStep`, pass it as a third parameter to `createStep`: - -```ts title="src/workflows/create-brand.ts" -export const createBrandStep = createStep( - // ... - async (id: string, { container }) => { - const brandModuleService: BrandModuleService = container.resolve( - BRAND_MODULE - ) - - await brandModuleService.deleteBrands(id) - } -) -``` - -The compensation function's first parameter is the brand's ID which you passed as a second parameter to the step function's returned `StepResponse`. It also accepts a context object with a `container` property as a second parameter, similar to the step function. - -In the compensation function, you resolve the Brand Module's service from the Medusa container, then use its generated `deleteBrands` method to delete the brand created by the step. This method accepts the ID of the brand to delete. - -Learn more about the generated `delete` method's usage in [this reference](https://docs.medusajs.com/resources/service-factory-reference/methods/delete/index.html.md). - -So, if an error occurs during the workflow's execution, the brand that was created by the step is deleted to maintain data consistency. - -*** - -## 2. Create createBrandWorkflow - -You can now create the workflow that runs the `createBrandStep`. A workflow is created in a TypeScript or JavaScript file under the `src/workflows` directory. In the file, you use `createWorkflow` from the Workflows SDK to create the workflow. - -Add the following content in the same `src/workflows/create-brand.ts` file: - -```ts title="src/workflows/create-brand.ts" -// other imports... -import { - // ... - createWorkflow, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" - -// ... - -type CreateBrandWorkflowInput = { - name: string -} - -export const createBrandWorkflow = createWorkflow( - "create-brand", - (input: CreateBrandWorkflowInput) => { - const brand = createBrandStep(input) - - return new WorkflowResponse(brand) - } -) -``` - -You create the `createBrandWorkflow` using the `createWorkflow` function. This function accepts two parameters: the workflow's unique name, and the workflow's constructor function holding the workflow's implementation. - -The constructor function accepts the workflow's input as a parameter. In the function, you invoke the `createBrandStep` you created in the previous step to create a brand. - -A workflow must return an instance of `WorkflowResponse`. It accepts as a parameter the data to return to the workflow's executor. - -*** - -## Next Steps: Expose Create Brand API Route - -You now have a `createBrandWorkflow` that you can execute to create a brand. - -In the next chapter, you'll add an API route that allows admin users to create a brand. You'll learn how to create the API route, and execute in it the workflow you implemented in this chapter. - - # Guide: Implement Brand Module In this chapter, you'll build a Brand Module that adds a `brand` table to the database and provides data-management features for it. @@ -5241,6 +5103,144 @@ The Brand Module now creates a `brand` table in the database and provides a clas In the next chapter, you'll implement the functionality to create a brand in a workflow. You'll then use that workflow in a later chapter to expose an endpoint that allows admin users to create a brand. +# Guide: Create Brand Workflow + +This chapter builds on the work from the [previous chapter](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) where you created a Brand Module. + +After adding custom modules to your application, you build commerce features around them using workflows. A workflow is a series of queries and actions, called steps, that complete a task spanning across modules. You construct a workflow similar to a regular function, but it's a special function that allows you to define roll-back logic, retry configurations, and more advanced features. + +The workflow you'll create in this chapter will use the Brand Module's service to implement the feature of creating a brand. In the [next chapter](https://docs.medusajs.com/learn/customization/custom-features/api-route/index.html.md), you'll expose an API route that allows admin users to create a brand, and you'll use this workflow in the route's implementation. + +Learn more about workflows in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/index.html.md). + +### Prerequisites + +- [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) + +*** + +## 1. Create createBrandStep + +A workflow consists of a series of steps, each step created in a TypeScript or JavaScript file under the `src/workflows` directory. A step is defined using `createStep` from the Workflows SDK + +The workflow you're creating in this guide has one step to create the brand. So, create the file `src/workflows/create-brand.ts` with the following content: + +![Directory structure in the Medusa project after adding the file for createBrandStep](https://res.cloudinary.com/dza7lstvk/image/upload/v1732869184/Medusa%20Book/brand-workflow-dir-overview-1_fjvf5j.jpg) + +```ts title="src/workflows/create-brand.ts" +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { BRAND_MODULE } from "../modules/brand" +import BrandModuleService from "../modules/brand/service" + +export type CreateBrandStepInput = { + name: string +} + +export const createBrandStep = createStep( + "create-brand-step", + async (input: CreateBrandStepInput, { container }) => { + const brandModuleService: BrandModuleService = container.resolve( + BRAND_MODULE + ) + + const brand = await brandModuleService.createBrands(input) + + return new StepResponse(brand, brand.id) + } +) +``` + +You create a `createBrandStep` using the `createStep` function. It accepts the step's unique name as a first parameter, and the step's function as a second parameter. + +The step function receives two parameters: input passed to the step when it's invoked, and an object of general context and configurations. This object has a `container` property, which is the Medusa container. + +The [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) is a registry of Framework and commerce tools accessible in your customizations, such as a workflow's step. The Medusa application registers the services of core and custom modules in the container, allowing you to resolve and use them. + +So, In the step function, you use the Medusa container to resolve the Brand Module's service and use its generated `createBrands` method, which accepts an object of brands to create. + +Learn more about the generated `create` method's usage in [this reference](https://docs.medusajs.com/resources/service-factory-reference/methods/create/index.html.md). + +A step must return an instance of `StepResponse`. Its first parameter is the data returned by the step, and the second is the data passed to the compensation function, which you'll learn about next. + +### Add Compensation Function to Step + +You define for each step a compensation function that's executed when an error occurs in the workflow. The compensation function defines the logic to roll-back the changes made by the step. This ensures your data remains consistent if an error occurs, which is especially useful when you integrate third-party services. + +Learn more about the compensation function in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/compensation-function/index.html.md). + +To add a compensation function to the `createBrandStep`, pass it as a third parameter to `createStep`: + +```ts title="src/workflows/create-brand.ts" +export const createBrandStep = createStep( + // ... + async (id: string, { container }) => { + const brandModuleService: BrandModuleService = container.resolve( + BRAND_MODULE + ) + + await brandModuleService.deleteBrands(id) + } +) +``` + +The compensation function's first parameter is the brand's ID which you passed as a second parameter to the step function's returned `StepResponse`. It also accepts a context object with a `container` property as a second parameter, similar to the step function. + +In the compensation function, you resolve the Brand Module's service from the Medusa container, then use its generated `deleteBrands` method to delete the brand created by the step. This method accepts the ID of the brand to delete. + +Learn more about the generated `delete` method's usage in [this reference](https://docs.medusajs.com/resources/service-factory-reference/methods/delete/index.html.md). + +So, if an error occurs during the workflow's execution, the brand that was created by the step is deleted to maintain data consistency. + +*** + +## 2. Create createBrandWorkflow + +You can now create the workflow that runs the `createBrandStep`. A workflow is created in a TypeScript or JavaScript file under the `src/workflows` directory. In the file, you use `createWorkflow` from the Workflows SDK to create the workflow. + +Add the following content in the same `src/workflows/create-brand.ts` file: + +```ts title="src/workflows/create-brand.ts" +// other imports... +import { + // ... + createWorkflow, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" + +// ... + +type CreateBrandWorkflowInput = { + name: string +} + +export const createBrandWorkflow = createWorkflow( + "create-brand", + (input: CreateBrandWorkflowInput) => { + const brand = createBrandStep(input) + + return new WorkflowResponse(brand) + } +) +``` + +You create the `createBrandWorkflow` using the `createWorkflow` function. This function accepts two parameters: the workflow's unique name, and the workflow's constructor function holding the workflow's implementation. + +The constructor function accepts the workflow's input as a parameter. In the function, you invoke the `createBrandStep` you created in the previous step to create a brand. + +A workflow must return an instance of `WorkflowResponse`. It accepts as a parameter the data to return to the workflow's executor. + +*** + +## Next Steps: Expose Create Brand API Route + +You now have a `createBrandWorkflow` that you can execute to create a brand. + +In the next chapter, you'll add an API route that allows admin users to create a brand. You'll learn how to create the API route, and execute in it the workflow you implemented in this chapter. + + # 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. @@ -5683,218 +5683,6 @@ 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: Extend Create Product Flow - -After linking the [custom Brand data model](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) and Medusa's [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md) in the [previous chapter](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md), you'll extend the create product workflow and API route to allow associating a brand with a product. - -Some API routes, including the [Create Product API route](https://docs.medusajs.com/api/admin#products_postproducts), accept an `additional_data` request body parameter. This parameter can hold custom data that's passed to the [hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md) of the workflow executed in the API route, allowing you to consume those hooks and perform actions with the custom data. - -So, in this chapter, to extend the create product flow and associate a brand with a product, you will: - -- Consume the [productsCreated](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow#productsCreated/index.html.md) hook of the [createProductsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow/index.html.md), which is executed within the workflow after the product is created. You'll link the product with the brand passed in the `additional_data` parameter. -- Extend the Create Product API route to allow passing a brand ID in `additional_data`. - -To learn more about the `additional_data` property and the API routes that accept additional data, refer to [this chapter](https://docs.medusajs.com/learn/fundamentals/api-routes/additional-data/index.html.md). - -### Prerequisites - -- [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) -- [Defined link between the Brand and Product data models.](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md) - -*** - -## 1. Consume the productsCreated Hook - -A workflow hook is a point in a workflow where you can inject a step to perform a custom functionality. Consuming a workflow hook allows you to extend the features of a workflow and, consequently, the API route that uses it. - -Learn more about the workflow hooks in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md). - -The [createProductsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow/index.html.md) used in the [Create Product API route](https://docs.medusajs.com/api/admin#products_postproducts) has a `productsCreated` hook that runs after the product is created. You'll consume this hook to link the created product with the brand specified in the request parameters. - -To consume the `productsCreated` hook, create the file `src/workflows/hooks/created-product.ts` with the following content: - -![Directory structure after creating the hook's file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1733384338/Medusa%20Book/brands-hook-dir-overview_ltwr5h.jpg) - -```ts title="src/workflows/hooks/created-product.ts" highlights={hook1Highlights} -import { createProductsWorkflow } from "@medusajs/medusa/core-flows" -import { StepResponse } from "@medusajs/framework/workflows-sdk" -import { Modules } from "@medusajs/framework/utils" -import { LinkDefinition } from "@medusajs/framework/types" -import { BRAND_MODULE } from "../../modules/brand" -import BrandModuleService from "../../modules/brand/service" - -createProductsWorkflow.hooks.productsCreated( - (async ({ products, additional_data }, { container }) => { - if (!additional_data?.brand_id) { - return new StepResponse([], []) - } - - const brandModuleService: BrandModuleService = container.resolve( - BRAND_MODULE - ) - // if the brand doesn't exist, an error is thrown. - await brandModuleService.retrieveBrand(additional_data.brand_id as string) - - // TODO link brand to product - }) -) -``` - -Workflows have a special `hooks` property to access its hooks and consume them. Each hook, such as `productsCreated`, accepts a step function as a parameter. The step function accepts the following parameters: - -1. An object having an `additional_data` property, which is the custom data passed in the request body under `additional_data`. The object will also have properties passed from the workflow to the hook, which in this case is the `products` property that holds an array of the created products. -2. An object of properties related to the step's context. It has a `container` property whose value is the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) to resolve Framework and commerce tools. - -In the step, if a brand ID is passed in `additional_data`, you resolve the Brand Module's service and use its generated `retrieveBrand` method to retrieve the brand by its ID. The `retrieveBrand` method will throw an error if the brand doesn't exist. - -### Link Brand to Product - -Next, you want to create a link between the created products and the brand. To do so, you use Link, which is a class from the Modules SDK that provides methods to manage linked records. - -Learn more about Link in [this chapter](https://docs.medusajs.com/learn/fundamentals/module-links/link/index.html.md). - -To use Link in the `productsCreated` hook, replace the `TODO` with the following: - -```ts title="src/workflows/hooks/created-product.ts" highlights={hook2Highlights} -const link = container.resolve("link") -const logger = container.resolve("logger") - -const links: LinkDefinition[] = [] - -for (const product of products) { - links.push({ - [Modules.PRODUCT]: { - product_id: product.id, - }, - [BRAND_MODULE]: { - brand_id: additional_data.brand_id, - }, - }) -} - -await link.create(links) - -logger.info("Linked brand to products") - -return new StepResponse(links, links) -``` - -You resolve Link from the container. Then you loop over the created products to assemble an array of links to be created. After that, you pass the array of links to Link's `create` method, which will link the product and brand records. - -Each property in the link object is the name of a module, and its value is an object having a `{model_name}_id` property, where `{model_name}` is the snake-case name of the module's data model. Its value is the ID of the record to be linked. The link object's properties must be set in the same order as the link configurations passed to `defineLink`. - -![Diagram showcasing how the order of defining a link affects creating the link](https://res.cloudinary.com/dza7lstvk/image/upload/v1733386156/Medusa%20Book/remote-link-brand-product-exp_fhjmg4.jpg) - -Finally, you return an instance of `StepResponse` returning the created links. - -### Dismiss Links in Compensation - -You can pass as a second parameter of the hook a compensation function that undoes what the step did. It receives as a first parameter the returned `StepResponse`'s second parameter, and the step context object as a second parameter. - -To undo creating the links in the hook, pass the following compensation function as a second parameter to `productsCreated`: - -```ts title="src/workflows/hooks/created-product.ts" -createProductsWorkflow.hooks.productsCreated( - // ... - (async (links, { container }) => { - if (!links?.length) { - return - } - - const link = container.resolve("link") - - await link.dismiss(links) - }) -) -``` - -In the compensation function, if the `links` parameter isn't empty, you resolve Link from the container and use its `dismiss` method. This method removes a link between two records. It accepts the same parameter as the `create` method. - -*** - -## 2. Configure Additional Data Validation - -Now that you've consumed the `productsCreated` hook, you want to configure the `/admin/products` API route that creates a new product to accept a brand ID in its `additional_data` parameter. - -You configure the properties accepted in `additional_data` in the `src/api/middlewares.ts` that exports middleware configurations. So, create the file (or, if already existing, add to the file) `src/api/middlewares.ts` the following content: - -![Directory structure after adding the middelwares file](https://res.cloudinary.com/dza7lstvk/image/upload/v1733386868/Medusa%20Book/brands-middleware-dir-overview_uczos1.jpg) - -```ts title="src/api/middlewares.ts" -import { defineMiddlewares } from "@medusajs/framework/http" -import { z } from "zod" - -// ... - -export default defineMiddlewares({ - routes: [ - // ... - { - matcher: "/admin/products", - method: ["POST"], - additionalDataValidator: { - brand_id: z.string().optional(), - }, - }, - ], -}) -``` - -Objects in `routes` accept an `additionalDataValidator` property that configures the validation rules for custom properties passed in the `additional_data` request parameter. It accepts an object whose keys are custom property names, and their values are validation rules created using [Zod](https://zod.dev/). - -So, `POST` requests sent to `/admin/products` can now pass the ID of a brand in the `brand_id` property of `additional_data`. - -*** - -## Test it Out - -To test it out, first, retrieve the authentication token of your admin user by sending a `POST` request to `/auth/user/emailpass`: - -```bash -curl -X POST 'http://localhost:9000/auth/user/emailpass' \ --H 'Content-Type: application/json' \ ---data-raw '{ - "email": "admin@medusa-test.com", - "password": "supersecret" -}' -``` - -Make sure to replace the email and password in the request body with your user's credentials. - -Then, send a `POST` request to `/admin/products` to create a product, and pass in the `additional_data` parameter a brand's ID: - -```bash -curl -X POST 'http://localhost:9000/admin/products' \ --H 'Content-Type: application/json' \ --H 'Authorization: Bearer {token}' \ ---data '{ - "title": "Product 1", - "options": [ - { - "title": "Default option", - "values": ["Default option value"] - } - ], - "shipping_profile_id": "{shipping_profile_id}", - "additional_data": { - "brand_id": "{brand_id}" - } -}' -``` - -Make sure to replace `{token}` with the token you received from the previous request, `shipping_profile_id` with the ID of a shipping profile in your application, and `{brand_id}` with the ID of a brand in your application. You can retrieve the ID of a shipping profile either from the Medusa Admin, or the [List Shipping Profiles API route](https://docs.medusajs.com/api/admin#shipping-profiles_getshippingprofiles). - -The request creates a product and returns it. - -In the Medusa application's logs, you'll find the message `Linked brand to products`, indicating that the workflow hook handler ran and linked the brand to the products. - -*** - -## Next Steps: Query Linked Brands and Products - -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. @@ -6049,154 +5837,6 @@ The [Admin Components guides](https://docs.medusajs.com/resources/admin-componen In the next chapter, you'll add a UI route that displays the list of brands in your application and allows admin users. -# Guide: 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. - - # 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. @@ -6469,6 +6109,154 @@ info: API Key: "123" 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: 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. + + # 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. @@ -6778,6 +6566,263 @@ By following the previous chapters, you utilized the Medusa Framework and orches 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: Extend Create Product Flow + +After linking the [custom Brand data model](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) and Medusa's [Product Module](https://docs.medusajs.com/resources/commerce-modules/product/index.html.md) in the [previous chapter](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md), you'll extend the create product workflow and API route to allow associating a brand with a product. + +Some API routes, including the [Create Product API route](https://docs.medusajs.com/api/admin#products_postproducts), accept an `additional_data` request body parameter. This parameter can hold custom data that's passed to the [hooks](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md) of the workflow executed in the API route, allowing you to consume those hooks and perform actions with the custom data. + +So, in this chapter, to extend the create product flow and associate a brand with a product, you will: + +- Consume the [productsCreated](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow#productsCreated/index.html.md) hook of the [createProductsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow/index.html.md), which is executed within the workflow after the product is created. You'll link the product with the brand passed in the `additional_data` parameter. +- Extend the Create Product API route to allow passing a brand ID in `additional_data`. + +To learn more about the `additional_data` property and the API routes that accept additional data, refer to [this chapter](https://docs.medusajs.com/learn/fundamentals/api-routes/additional-data/index.html.md). + +### Prerequisites + +- [Brand Module](https://docs.medusajs.com/learn/customization/custom-features/module/index.html.md) +- [Defined link between the Brand and Product data models.](https://docs.medusajs.com/learn/customization/extend-features/define-link/index.html.md) + +*** + +## 1. Consume the productsCreated Hook + +A workflow hook is a point in a workflow where you can inject a step to perform a custom functionality. Consuming a workflow hook allows you to extend the features of a workflow and, consequently, the API route that uses it. + +Learn more about the workflow hooks in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/workflow-hooks/index.html.md). + +The [createProductsWorkflow](https://docs.medusajs.com/resources/references/medusa-workflows/createProductsWorkflow/index.html.md) used in the [Create Product API route](https://docs.medusajs.com/api/admin#products_postproducts) has a `productsCreated` hook that runs after the product is created. You'll consume this hook to link the created product with the brand specified in the request parameters. + +To consume the `productsCreated` hook, create the file `src/workflows/hooks/created-product.ts` with the following content: + +![Directory structure after creating the hook's file.](https://res.cloudinary.com/dza7lstvk/image/upload/v1733384338/Medusa%20Book/brands-hook-dir-overview_ltwr5h.jpg) + +```ts title="src/workflows/hooks/created-product.ts" highlights={hook1Highlights} +import { createProductsWorkflow } from "@medusajs/medusa/core-flows" +import { StepResponse } from "@medusajs/framework/workflows-sdk" +import { Modules } from "@medusajs/framework/utils" +import { LinkDefinition } from "@medusajs/framework/types" +import { BRAND_MODULE } from "../../modules/brand" +import BrandModuleService from "../../modules/brand/service" + +createProductsWorkflow.hooks.productsCreated( + (async ({ products, additional_data }, { container }) => { + if (!additional_data?.brand_id) { + return new StepResponse([], []) + } + + const brandModuleService: BrandModuleService = container.resolve( + BRAND_MODULE + ) + // if the brand doesn't exist, an error is thrown. + await brandModuleService.retrieveBrand(additional_data.brand_id as string) + + // TODO link brand to product + }) +) +``` + +Workflows have a special `hooks` property to access its hooks and consume them. Each hook, such as `productsCreated`, accepts a step function as a parameter. The step function accepts the following parameters: + +1. An object having an `additional_data` property, which is the custom data passed in the request body under `additional_data`. The object will also have properties passed from the workflow to the hook, which in this case is the `products` property that holds an array of the created products. +2. An object of properties related to the step's context. It has a `container` property whose value is the [Medusa container](https://docs.medusajs.com/learn/fundamentals/medusa-container/index.html.md) to resolve Framework and commerce tools. + +In the step, if a brand ID is passed in `additional_data`, you resolve the Brand Module's service and use its generated `retrieveBrand` method to retrieve the brand by its ID. The `retrieveBrand` method will throw an error if the brand doesn't exist. + +### Link Brand to Product + +Next, you want to create a link between the created products and the brand. To do so, you use Link, which is a class from the Modules SDK that provides methods to manage linked records. + +Learn more about Link in [this chapter](https://docs.medusajs.com/learn/fundamentals/module-links/link/index.html.md). + +To use Link in the `productsCreated` hook, replace the `TODO` with the following: + +```ts title="src/workflows/hooks/created-product.ts" highlights={hook2Highlights} +const link = container.resolve("link") +const logger = container.resolve("logger") + +const links: LinkDefinition[] = [] + +for (const product of products) { + links.push({ + [Modules.PRODUCT]: { + product_id: product.id, + }, + [BRAND_MODULE]: { + brand_id: additional_data.brand_id, + }, + }) +} + +await link.create(links) + +logger.info("Linked brand to products") + +return new StepResponse(links, links) +``` + +You resolve Link from the container. Then you loop over the created products to assemble an array of links to be created. After that, you pass the array of links to Link's `create` method, which will link the product and brand records. + +Each property in the link object is the name of a module, and its value is an object having a `{model_name}_id` property, where `{model_name}` is the snake-case name of the module's data model. Its value is the ID of the record to be linked. The link object's properties must be set in the same order as the link configurations passed to `defineLink`. + +![Diagram showcasing how the order of defining a link affects creating the link](https://res.cloudinary.com/dza7lstvk/image/upload/v1733386156/Medusa%20Book/remote-link-brand-product-exp_fhjmg4.jpg) + +Finally, you return an instance of `StepResponse` returning the created links. + +### Dismiss Links in Compensation + +You can pass as a second parameter of the hook a compensation function that undoes what the step did. It receives as a first parameter the returned `StepResponse`'s second parameter, and the step context object as a second parameter. + +To undo creating the links in the hook, pass the following compensation function as a second parameter to `productsCreated`: + +```ts title="src/workflows/hooks/created-product.ts" +createProductsWorkflow.hooks.productsCreated( + // ... + (async (links, { container }) => { + if (!links?.length) { + return + } + + const link = container.resolve("link") + + await link.dismiss(links) + }) +) +``` + +In the compensation function, if the `links` parameter isn't empty, you resolve Link from the container and use its `dismiss` method. This method removes a link between two records. It accepts the same parameter as the `create` method. + +*** + +## 2. Configure Additional Data Validation + +Now that you've consumed the `productsCreated` hook, you want to configure the `/admin/products` API route that creates a new product to accept a brand ID in its `additional_data` parameter. + +You configure the properties accepted in `additional_data` in the `src/api/middlewares.ts` that exports middleware configurations. So, create the file (or, if already existing, add to the file) `src/api/middlewares.ts` the following content: + +![Directory structure after adding the middelwares file](https://res.cloudinary.com/dza7lstvk/image/upload/v1733386868/Medusa%20Book/brands-middleware-dir-overview_uczos1.jpg) + +```ts title="src/api/middlewares.ts" +import { defineMiddlewares } from "@medusajs/framework/http" +import { z } from "zod" + +// ... + +export default defineMiddlewares({ + routes: [ + // ... + { + matcher: "/admin/products", + method: ["POST"], + additionalDataValidator: { + brand_id: z.string().optional(), + }, + }, + ], +}) +``` + +Objects in `routes` accept an `additionalDataValidator` property that configures the validation rules for custom properties passed in the `additional_data` request parameter. It accepts an object whose keys are custom property names, and their values are validation rules created using [Zod](https://zod.dev/). + +So, `POST` requests sent to `/admin/products` can now pass the ID of a brand in the `brand_id` property of `additional_data`. + +*** + +## Test it Out + +To test it out, first, retrieve the authentication token of your admin user by sending a `POST` request to `/auth/user/emailpass`: + +```bash +curl -X POST 'http://localhost:9000/auth/user/emailpass' \ +-H 'Content-Type: application/json' \ +--data-raw '{ + "email": "admin@medusa-test.com", + "password": "supersecret" +}' +``` + +Make sure to replace the email and password in the request body with your user's credentials. + +Then, send a `POST` request to `/admin/products` to create a product, and pass in the `additional_data` parameter a brand's ID: + +```bash +curl -X POST 'http://localhost:9000/admin/products' \ +-H 'Content-Type: application/json' \ +-H 'Authorization: Bearer {token}' \ +--data '{ + "title": "Product 1", + "options": [ + { + "title": "Default option", + "values": ["Default option value"] + } + ], + "shipping_profile_id": "{shipping_profile_id}", + "additional_data": { + "brand_id": "{brand_id}" + } +}' +``` + +Make sure to replace `{token}` with the token you received from the previous request, `shipping_profile_id` with the ID of a shipping profile in your application, and `{brand_id}` with the ID of a brand in your application. You can retrieve the ID of a shipping profile either from the Medusa Admin, or the [List Shipping Profiles API route](https://docs.medusajs.com/api/admin#shipping-profiles_getshippingprofiles). + +The request creates a product and returns it. + +In the Medusa application's logs, you'll find the message `Linked brand to products`, indicating that the workflow hook handler ran and linked the brand to the products. + +*** + +## Next Steps: Query Linked Brands and Products + +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. + + +# 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: 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. @@ -6937,51 +6982,6 @@ You can now use the CMS Module's service to perform actions on the third-party C In the next chapter, you'll learn how to emit an event when a brand is created, then handle that event to sync the brand from Medusa to the third-party service. -# 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. @@ -7059,137 +7059,6 @@ 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 Tips - -In this chapter, you'll find some tips for your admin development. - -## Send Requests to API Routes - -To send a request to an API route in the Medusa Application, use Medusa's [JS SDK](https://docs.medusajs.com/resources/js-sdk/index.html.md) with [Tanstack Query](https://tanstack.com/query/latest). Both of these tools are installed in your project by default. - -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. - -First, create the file `src/admin/lib/config.ts` to setup the SDK for use in your customizations: - -```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", - }, -}) -``` - -Notice that you use `import.meta.env` to access environment variables in your customizations, as explained in [this chapter](https://docs.medusajs.com/learn/fundamentals/admin/environment-variables/index.html.md). - -Learn more about the JS SDK's configurations [this documentation](https://docs.medusajs.com/resources/js-sdk#js-sdk-configurations/index.html.md). - -Then, use the configured SDK with the `useQuery` Tanstack Query hook to send `GET` requests, and `useMutation` hook to send `POST` or `DELETE` requests. - -For example: - -### Query - -```tsx title="src/admin/widgets/product-widget.ts" highlights={queryHighlights} -import { defineWidgetConfig } from "@medusajs/admin-sdk" -import { Button, Container } from "@medusajs/ui" -import { useQuery } from "@tanstack/react-query" -import { sdk } from "../lib/config" -import { DetailWidgetProps, HttpTypes } from "@medusajs/framework/types" - -const ProductWidget = () => { - const { data, isLoading } = useQuery({ - queryFn: () => sdk.admin.product.list(), - queryKey: ["products"], - }) - - return ( - - {isLoading && Loading...} - {data?.products && ( -
    - {data.products.map((product) => ( -
  • {product.title}
  • - ))} -
- )} -
- ) -} - -export const config = defineWidgetConfig({ - zone: "product.list.before", -}) - -export default ProductWidget -``` - -### Mutation - -```tsx title="src/admin/widgets/product-widget.ts" highlights={mutationHighlights} -import { defineWidgetConfig } from "@medusajs/admin-sdk" -import { Button, Container } from "@medusajs/ui" -import { useMutation } from "@tanstack/react-query" -import { sdk } from "../lib/config" -import { DetailWidgetProps, HttpTypes } from "@medusajs/framework/types" - -const ProductWidget = ({ - data: productData, -}: DetailWidgetProps) => { - const { mutateAsync } = useMutation({ - mutationFn: (payload: HttpTypes.AdminUpdateProduct) => - sdk.admin.product.update(productData.id, payload), - onSuccess: () => alert("updated product"), - }) - - const handleUpdate = () => { - mutateAsync({ - title: "New Product Title", - }) - } - - return ( - - - - ) -} - -export const config = defineWidgetConfig({ - zone: "product.details.before", -}) - -export default ProductWidget -``` - -You can also send requests to custom routes as explained in the [JS SDK reference](https://docs.medusajs.com/resources/js-sdk/index.html.md). - -### Use Route Loaders for Initial Data - -You may need to retrieve data before your component is rendered, or you may need to pass some initial data to your component to be used while data is being fetched. In those cases, you can use a [route loader](https://docs.medusajs.com/learn/fundamentals/admin/routing/index.html.md). - -*** - -## Global Variables in Admin Customizations - -In your admin customizations, you can use the following global variables: - -- `__BASE__`: The base path of the Medusa Admin, as set in the [admin.path](https://docs.medusajs.com/learn/configurations/medusa-config#path/index.html.md) configuration in `medusa-config.ts`. -- `__BACKEND_URL__`: The URL to the Medusa backend, as set in the [admin.backendUrl](https://docs.medusajs.com/learn/configurations/medusa-config#backendurl/index.html.md) configuration in `medusa-config.ts`. -- `__STOREFRONT_URL__`: The URL to the storefront, as set in the [admin.storefrontUrl](https://docs.medusajs.com/learn/configurations/medusa-config#storefrontUrl/index.html.md) configuration in `medusa-config.ts`. - -*** - -## Admin Translations - -The Medusa Admin dashboard can be displayed in languages other than English, which is the default. Other languages are added through community contributions. - -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). - - # 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. @@ -7579,192 +7448,123 @@ 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). -# Seed Data with Custom CLI Script +# Admin Widgets -In this chapter, you'll learn how to seed data using a custom CLI script. +In this chapter, you’ll learn more about widgets and how to use them. -## How to Seed Data +## What is an Admin Widget? -To seed dummy data for development or demo purposes, use a custom CLI script. +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. -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. +For example, you can add a widget on the product details page that allow admin users to sync products to a third-party service. -### Example: Seed Dummy Products +*** -In this section, you'll follow an example of creating a custom CLI script that seeds fifty dummy products. +## How to Create a Widget? -First, install the [Faker](https://fakerjs.dev/) library to generate random data in your script: +### 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 install --save-dev @faker-js/faker +npm run dev ``` -Then, create the file `src/scripts/demo-products.ts` with the following content: +Then, open a product’s details page. You’ll find your custom widget at the top of the page. -```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" +*** + +## 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 { - ContainerRegistrationKeys, - Modules, - ProductStatus, -} from "@medusajs/framework/utils" -import { - createInventoryLevelsWorkflow, - createProductsWorkflow, -} from "@medusajs/medusa/core-flows" + DetailWidgetProps, + AdminProduct, +} from "@medusajs/framework/types" -export default async function seedDummyProducts({ - container, -}: ExecArgs) { - const salesChannelModuleService = container.resolve( - Modules.SALES_CHANNEL +// The widget +const ProductWidget = ({ + data, +}: DetailWidgetProps) => { + return ( + +
+ + Product Widget {data.title} + +
+
) - 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, - }, - ], - } +// The widget's configurations +export const config = defineWidgetConfig({ + zone: "product.details.before", }) -// TODO seed products +export default ProductWidget ``` -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. +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`. -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, - }, -}) +## Injection Zone -logger.info(`Seeded ${products.length} products.`) +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. -// 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. +## Admin Components List -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. +To build admin customizations that match the Medusa Admin's designs and layouts, refer to [this guide](https://docs.medusajs.com/resources/admin-components/index.html.md) to find common components. # Pass Additional Data to Medusa's API Route @@ -7966,103 +7766,105 @@ createProductsWorkflow.hooks.productsCreated( This updates the products to their original state before adding the brand to their `metadata` property. -# Admin Widgets +# Admin Development Tips -In this chapter, you’ll learn more about widgets and how to use them. +In this chapter, you'll find some tips for your admin development. -## What is an Admin Widget? +## Send Requests to API Routes -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. +To send a request to an API route in the Medusa Application, use Medusa's [JS SDK](https://docs.medusajs.com/resources/js-sdk/index.html.md) with [Tanstack Query](https://tanstack.com/query/latest). Both of these tools are installed in your project by default. -For example, you can add a widget on the product details page that allow admin users to sync products to a third-party service. +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. -*** +First, create the file `src/admin/lib/config.ts` to setup the SDK for use in your customizations: -## How to Create a Widget? +```ts +import Medusa from "@medusajs/js-sdk" -### Prerequisites +export const sdk = new Medusa({ + baseUrl: import.meta.env.VITE_BACKEND_URL || "/", + debug: import.meta.env.DEV, + auth: { + type: "session", + }, +}) +``` -- [Medusa application installed](https://docs.medusajs.com/learn/installation/index.html.md) +Notice that you use `import.meta.env` to access environment variables in your customizations, as explained in [this chapter](https://docs.medusajs.com/learn/fundamentals/admin/environment-variables/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. +Learn more about the JS SDK's configurations [this documentation](https://docs.medusajs.com/resources/js-sdk#js-sdk-configurations/index.html.md). -For example, create the file `src/admin/widgets/product-widget.tsx` with the following content: +Then, use the configured SDK with the `useQuery` Tanstack Query hook to send `GET` requests, and `useMutation` hook to send `POST` or `DELETE` requests. -![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) +For example: -```tsx title="src/admin/widgets/product-widget.tsx" highlights={widgetHighlights} +### Query + +```tsx title="src/admin/widgets/product-widget.ts" highlights={queryHighlights} import { defineWidgetConfig } from "@medusajs/admin-sdk" -import { Container, Heading } from "@medusajs/ui" +import { Button, Container } from "@medusajs/ui" +import { useQuery } from "@tanstack/react-query" +import { sdk } from "../lib/config" +import { DetailWidgetProps, HttpTypes } from "@medusajs/framework/types" -// The widget const ProductWidget = () => { + const { data, isLoading } = useQuery({ + queryFn: () => sdk.admin.product.list(), + queryKey: ["products"], + }) + return ( -
- Product Widget -
+ {isLoading && Loading...} + {data?.products && ( +
    + {data.products.map((product) => ( +
  • {product.title}
  • + ))} +
+ )}
) } -// The widget's configurations export const config = defineWidgetConfig({ - zone: "product.details.before", + zone: "product.list.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. +### Mutation -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} +```tsx title="src/admin/widgets/product-widget.ts" highlights={mutationHighlights} import { defineWidgetConfig } from "@medusajs/admin-sdk" -import { Container, Heading } from "@medusajs/ui" -import { - DetailWidgetProps, - AdminProduct, -} from "@medusajs/framework/types" +import { Button, Container } from "@medusajs/ui" +import { useMutation } from "@tanstack/react-query" +import { sdk } from "../lib/config" +import { DetailWidgetProps, HttpTypes } from "@medusajs/framework/types" -// The widget const ProductWidget = ({ - data, -}: DetailWidgetProps) => { + data: productData, +}: DetailWidgetProps) => { + const { mutateAsync } = useMutation({ + mutationFn: (payload: HttpTypes.AdminUpdateProduct) => + sdk.admin.product.update(productData.id, payload), + onSuccess: () => alert("updated product"), + }) + + const handleUpdate = () => { + mutateAsync({ + title: "New Product Title", + }) + } + return ( -
- - Product Widget {data.title} - -
+
) } -// The widget's configurations export const config = defineWidgetConfig({ zone: "product.details.before", }) @@ -8070,19 +7872,29 @@ export const config = defineWidgetConfig({ 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`. +You can also send requests to custom routes as explained in the [JS SDK reference](https://docs.medusajs.com/resources/js-sdk/index.html.md). + +### Use Route Loaders for Initial Data + +You may need to retrieve data before your component is rendered, or you may need to pass some initial data to your component to be used while data is being fetched. In those cases, you can use a [route loader](https://docs.medusajs.com/learn/fundamentals/admin/routing/index.html.md). *** -## Injection Zone +## Global Variables in Admin Customizations -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. +In your admin customizations, you can use the following global variables: + +- `__BASE__`: The base path of the Medusa Admin, as set in the [admin.path](https://docs.medusajs.com/learn/configurations/medusa-config#path/index.html.md) configuration in `medusa-config.ts`. +- `__BACKEND_URL__`: The URL to the Medusa backend, as set in the [admin.backendUrl](https://docs.medusajs.com/learn/configurations/medusa-config#backendurl/index.html.md) configuration in `medusa-config.ts`. +- `__STOREFRONT_URL__`: The URL to the storefront, as set in the [admin.storefrontUrl](https://docs.medusajs.com/learn/configurations/medusa-config#storefrontUrl/index.html.md) configuration in `medusa-config.ts`. *** -## Admin Components List +## Admin Translations -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. +The Medusa Admin dashboard can be displayed in languages other than English, which is the default. Other languages are added through community contributions. + +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). # Handling CORS in API Routes @@ -8197,6 +8009,49 @@ 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. @@ -8304,6 +8159,151 @@ The `errorHandler` property's value is a function that accepts four parameters: This example overrides Medusa's default error handler with a handler that always returns a `400` status code with the same message. +# 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). + + # Middlewares In this chapter, you’ll learn about middlewares and how to create them. @@ -8652,194 +8652,6 @@ 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. -# 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). - - -# 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`. - - # Configure Request Body Parser In this chapter, you'll learn how to configure the request body parser for your API routes. @@ -9011,88 +8823,6 @@ export async function POST( Check out the [uploadFilesWorkflow reference](https://docs.medusajs.com/resources/references/medusa-workflows/uploadFilesWorkflow/index.html.md) for details on the expected input and output of the workflow. -# 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. - - # Protected Routes In this chapter, you’ll learn how to create protected routes. @@ -9295,106 +9025,86 @@ 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 Response +# Retrieve Custom Links from Medusa's API Route -In this chapter, you'll learn how to send a response in your 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. -## Send a JSON Response +## Why Retrieve Custom Linked Data Models? -To send a JSON response, use the `json` method of the `MedusaResponse` object passed as the second parameter of your API route handler. +Often, you'll link custom data models to existing Medusa data models to implement custom features or expand on existing ones. -For example: +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. -```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!" -} -``` +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. *** -## Set Response Status Code +## How to Retrieve Custom Linked Data Models Using `fields`? -By default, setting the JSON data using the `json` method returns a response with a `200` status code. +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. -To change the status code, use the `status` method of the `MedusaResponse` object. +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): -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!", - }) -} +```bash +curl 'http://localhost:9000/admin/products/{id}?fields=*brand' \ +-H 'Authorization: Bearer {access_token}' ``` -The response of this API route has the status code `201`. +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. *** -## Change Response Content Type +## API Routes that Restrict Retrievable Fields -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. +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. -For example, to create an API route that returns an event stream: +The API routes that restrict the fields and relations you can retrieve are: -```ts highlights={streamHighlights} -import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" +- [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) -export const GET = async ( - req: MedusaRequest, - res: MedusaResponse -) => { - res.writeHead(200, { - "Content-Type": "text/event-stream", - "Cache-Control": "no-cache", - Connection: "keep-alive", - }) +### How to Override Allowed Fields and Relations - const interval = setInterval(() => { - res.write("Streaming data...\n") - }, 3000) +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. - req.on("end", () => { - clearInterval(interval) - res.end() - }) -} +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() + }, + ], + }, + ], +}) ``` -The `writeHead` method accepts two parameters: +In this example, you apply a middleware to the [Get Customer Admin API Route](https://docs.medusajs.com/api/admin#customers_getcustomersid). -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. +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. -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. +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}' +``` -## 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. +In this example, you retrieve the `b2b_company` relation of the customer using the `fields` query parameter. # Request Body and Query Parameter Validation @@ -9646,6 +9356,296 @@ 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. + + +# 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. + + # Event Data Payload In this chapter, you'll learn how subscribers receive an event's data payload. @@ -9859,6 +9859,78 @@ If you execute the `performAction` method of your service, the event is emitted Any subscribers listening to the event are also executed. +# Add Data Model Check Constraints + +In this chapter, you'll learn how to add check constraints to your data model. + +## What is a Check Constraint? + +A check constraint is a condition that must be satisfied by records inserted into a database table, otherwise an error is thrown. + +For example, if you have a data model with a `price` property, you want to only allow positive number values. So, you add a check constraint that fails when inserting a record with a negative price value. + +*** + +## How to Set a Check Constraint? + +To set check constraints on a data model, use the `checks` method. This method accepts an array of check constraints to apply on the data model. + +For example, to set a check constraint on a `price` property that ensures its value can only be a positive number: + +```ts highlights={checks1Highlights} +import { model } from "@medusajs/framework/utils" + +const CustomProduct = model.define("custom_product", { + // ... + price: model.bigNumber(), +}) +.checks([ + (columns) => `${columns.price} >= 0`, +]) +``` + +The item passed in the array parameter of `checks` can be a callback function that accepts as a parameter an object whose keys are the names of the properties in the data model schema, and values the respective column name in the database. + +The function returns a string indicating the [SQL check constraint expression](https://www.postgresql.org/docs/current/ddl-constraints.html#DDL-CONSTRAINTS-CHECK-CONSTRAINTS). In the expression, use the `columns` parameter to access a property's column name. + +You can also pass an object to the `checks` method: + +```ts highlights={checks2Highlights} +import { model } from "@medusajs/framework/utils" + +const CustomProduct = model.define("custom_product", { + // ... + price: model.bigNumber(), +}) +.checks([ + { + name: "custom_product_price_check", + expression: (columns) => `${columns.price} >= 0`, + }, +]) +``` + +The object accepts the following properties: + +- `name`: The check constraint's name. +- `expression`: A function similar to the one that can be passed to the array. It accepts an object of columns and returns an [SQL check constraint expression](https://www.postgresql.org/docs/current/ddl-constraints.html#DDL-CONSTRAINTS-CHECK-CONSTRAINTS). + +*** + +## Apply in Migrations + +After adding the check constraint, make sure to generate and run migrations if you already have the table in the database. Otherwise, the check constraint won't be reflected. + +To generate a migration for the data model's module then reflect it on the database, run the following command: + +```bash +npx medusa db:generate custom_module +npx medusa db:migrate +``` + +The first command generates the migration under the `migrations` directory of your module's directory, and the second reflects it on the database. + + # Data Model Database Index In this chapter, you’ll learn how to define a database index on a data model. @@ -9971,118 +10043,6 @@ export default MyCustom This creates a unique composite index on the `name` and `age` properties. -# 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. - - -# Infer Type of Data Model - -In this chapter, you'll learn how to infer the type of a data model. - -## How to Infer Type of Data Model? - -Consider you have a `Post` data model. You can't reference this data model in a type, such as a workflow input or service method output types, since it's a variable. - -Instead, Medusa provides `InferTypeOf` that transforms your data model to a type. - -For example: - -```ts -import { InferTypeOf } from "@medusajs/framework/types" -import { Post } from "../modules/blog/models/post" // relative path to the model - -export type Post = InferTypeOf -``` - -`InferTypeOf` accepts as a type argument the type of the data model. - -Since the `Post` data model is a variable, use the `typeof` operator to pass the data model as a type argument to `InferTypeOf`. - -You can now use the `Post` type to reference a data model in other types, such as in workflow inputs or service method outputs: - -```ts title="Example Service" -// other imports... -import { InferTypeOf } from "@medusajs/framework/types" -import { Post } from "../models/post" - -type Post = InferTypeOf - -class BlogModuleService extends MedusaService({ Post }) { - async doSomething(): Promise { - // ... - } -} -``` - - # 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. @@ -10655,103 +10615,45 @@ const posts = await blogModuleService.listPosts({ This retrieves records that include `New Products` in their `title` property. -# Migrations +# Infer Type of Data Model -In this chapter, you'll learn what a migration is and how to generate a migration or write it manually. +In this chapter, you'll learn how to infer the type of a data model. -## What is a Migration? +## How to Infer Type of Data Model? -A migration is a TypeScript or JavaScript file that defines database changes made by a module. Migrations are useful when you re-use a module or you're working in a team, so that when one member of a team makes a database change, everyone else can reflect it on their side by running the migrations. +Consider you have a `Post` data model. You can't reference this data model in a type, such as a workflow input or service method output types, since it's a variable. -The migration's file has a class with two methods: - -- The `up` method reflects changes on the database. -- The `down` method reverts the changes made in the `up` method. - -*** - -## Generate Migration - -Instead of you writing the migration manually, the Medusa CLI tool provides a [db:generate](https://docs.medusajs.com/resources/medusa-cli/commands/db#dbgenerate/index.html.md) command to generate a migration for a modules' data models. - -For example, assuming you have a `blog` Module, you can generate a migration for it by running the following command: - -```bash -npx medusa db:generate blog -``` - -This generates a migration file under the `migrations` directory of the Blog Module. You can then run it to reflect the changes in the database as mentioned in [this section](#run-the-migration). - -*** - -## Write a Migration Manually - -You can also write migrations manually. To do that, create a file in the `migrations` directory of the module and in it, a class that has an `up` and `down` method. The class's name should be of the format `Migration{YEAR}{MONTH}{DAY}{HOUR}{MINUTE}.ts` to ensure migrations are ran in the correct order. +Instead, Medusa provides `InferTypeOf` that transforms your data model to a type. For example: -```ts title="src/modules/blog/migrations/Migration202507021059.ts" -import { Migration } from "@mikro-orm/migrations" +```ts +import { InferTypeOf } from "@medusajs/framework/types" +import { Post } from "../modules/blog/models/post" // relative path to the model -export class Migration202507021059 extends Migration { +export type Post = InferTypeOf +``` - async up(): Promise { - this.addSql("create table if not exists \"author\" (\"id\" text not null, \"name\" text not null, \"created_at\" timestamptz not null default now(), \"updated_at\" timestamptz not null default now(), \"deleted_at\" timestamptz null, constraint \"author_pkey\" primary key (\"id\"));") +`InferTypeOf` accepts as a type argument the type of the data model. + +Since the `Post` data model is a variable, use the `typeof` operator to pass the data model as a type argument to `InferTypeOf`. + +You can now use the `Post` type to reference a data model in other types, such as in workflow inputs or service method outputs: + +```ts title="Example Service" +// other imports... +import { InferTypeOf } from "@medusajs/framework/types" +import { Post } from "../models/post" + +type Post = InferTypeOf + +class BlogModuleService extends MedusaService({ Post }) { + async doSomething(): Promise { + // ... } - - async down(): Promise { - this.addSql("drop table if exists \"author\" cascade;") - } - } ``` -The migration class in the file extends the `Migration` class imported from `@mikro-orm/migrations`. In the `up` and `down` method of the migration class, you use the `addSql` method provided by MikroORM's `Migration` class to run PostgreSQL syntax. - -In the example above, the `up` method creates the table `author`, and the `down` method drops the table if the migration is reverted. - -Refer to [MikroORM's documentation](https://mikro-orm.io/docs/migrations#migration-class) for more details on writing migrations. - -*** - -## Run the Migration - -To run your migration, run the following command: - -This command also syncs module links. If you don't want that, use the `--skip-links` option. - -```bash -npx medusa db:migrate -``` - -This reflects the changes in the database as implemented in the migration's `up` method. - -*** - -## Rollback the Migration - -To rollback or revert the last migration you ran for a module, run the following command: - -```bash -npx medusa db:rollback blog -``` - -This rolls back the last ran migration on the Blog Module. - -### Caution: Rollback Migration before Deleting - -If you need to delete a migration file, make sure to rollback the migration first. Otherwise, you might encounter issues when generating and running new migrations. - -For example, if you delete the migration of the Blog Module, then try to create a new one, Medusa will create a brand new migration that re-creates the tables or indices. If those are still in the database, you might encounter errors. - -So, always rollback the migration before deleting it. - -*** - -## More Database Commands - -To learn more about the Medusa CLI's database commands, refer to [this CLI reference](https://docs.medusajs.com/resources/medusa-cli/commands/db/index.html.md). - # Data Model Relationships @@ -11048,6 +10950,67 @@ The `cascades` method accepts an object. Its key is the operation’s name, such In the example above, when a store is deleted, its associated products are also deleted. +# 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 +) +``` + + # Add Columns to a Link Table In this chapter, you'll learn how to add custom columns to a link definition's table and manage them. @@ -11206,66 +11169,307 @@ await link.create({ ``` -# Module Link Direction +# Link -In this chapter, you'll learn about the difference in module link directions, and which to use based on your use case. +In this chapter, you’ll learn what Link is and how to use it to manage links. -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. +As of [Medusa v2.2.0](https://github.com/medusajs/medusa/releases/tag/v2.2.0), Remote Link has been deprecated in favor of Link. They have the same usage, so you only need to change the key used to resolve the tool from the Medusa container as explained below. -## Link Direction +## What is Link? -The module link's direction depends on the order you pass the data model configuration parameters to `defineLink`. +Link is a class with utility methods to manage links between data models. It’s registered in the Medusa container under the `link` registration name. -For example, the following defines a link from the Blog Module's `post` data model to the Product Module's `product` data model: +For example: -```ts -export default defineLink( - BlogModule.linkable.post, - ProductModule.linkable.product -) +```ts collapsibleLines="1-9" expandButtonLabel="Show Imports" +import { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import { + ContainerRegistrationKeys, +} from "@medusajs/framework/utils" + +export async function POST( + req: MedusaRequest, + res: MedusaResponse +): Promise { + const link = req.scope.resolve( + ContainerRegistrationKeys.LINK + ) + + // ... +} ``` -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. +You can use its methods to manage links, such as create or delete links. *** -## Which Link Direction to Use? +## Create Link -### Extend Data Models +To create a link between records of two data models, use the `create` method of Link. -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: +For example: ```ts -export default defineLink( - ProductModule.linkable.product, - BlogModule.linkable.subtitle -) +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_123", + }, +}) ``` -### Associate Data Models +The `create` method accepts as a parameter an object. The object’s keys are the names of the linked modules. -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. +The keys (names of linked modules) must be in the same [direction](https://docs.medusajs.com/learn/fundamentals/module-links/directions/index.html.md) of the link definition. -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`: +The value of each module’s property is an object, whose keys are of the format `{data_model_snake_name}_id`, and values are the IDs of the linked record. + +So, in the example above, you link a record of the `MyCustom` data model in a `hello` module to a `Product` record in the Product Module. + +### Enforced Integrity Constraints on Link Creation + +Medusa enforces integrity constraints on links based on the link's relation type. So, an error is thrown in the following scenarios: + +- If the link is one-to-one and one of the linked records already has a link to another record of the same data model. For example: ```ts -export default defineLink( - BlogModule.linkable.post, - ProductModule.linkable.product -) +// no error +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_123", + }, +}) + +// throws an error because `prod_123` already has a link to `mc_123` +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_456", + }, +}) ``` +- If the link is one-to-many and the "one" side already has a link to another record of the same data model. For example, if a product can have many `MyCustom` records, but a `MyCustom` record can only have one product: + +```ts +// no error +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_123", + }, +}) + +// also no error +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_456", + }, +}) + +// throws an error because `mc_123` already has a link to `prod_123` +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_456", + }, + "helloModuleService": { + my_custom_id: "mc_123", + }, +}) +``` + +There are no integrity constraints in a many-to-many link, so you can create multiple links between the same records. + +*** + +## Dismiss Link + +To remove a link between records of two data models, use the `dismiss` method of Link. + +For example: + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.dismiss({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + "helloModuleService": { + my_custom_id: "mc_123", + }, +}) +``` + +The `dismiss` method accepts the same parameter type as the [create method](#create-link). + +The keys (names of linked modules) must be in the same [direction](https://docs.medusajs.com/learn/fundamentals/module-links/directions/index.html.md) of the link definition. + +*** + +## Cascade Delete Linked Records + +If a record is deleted, use the `delete` method of Link to delete all linked records. + +For example: + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await productModuleService.deleteVariants([variant.id]) + +await link.delete({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, +}) +``` + +This deletes all records linked to the deleted product. + +*** + +## Restore Linked Records + +If a record that was previously soft-deleted is now restored, use the `restore` method of Link to restore all linked records. + +For example: + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await productModuleService.restoreProducts(["prod_123"]) + +await link.restore({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, +}) +``` + + +# Migrations + +In this chapter, you'll learn what a migration is and how to generate a migration or write it manually. + +## What is a Migration? + +A migration is a TypeScript or JavaScript file that defines database changes made by a module. Migrations are useful when you re-use a module or you're working in a team, so that when one member of a team makes a database change, everyone else can reflect it on their side by running the migrations. + +The migration's file has a class with two methods: + +- The `up` method reflects changes on the database. +- The `down` method reverts the changes made in the `up` method. + +*** + +## Generate Migration + +Instead of you writing the migration manually, the Medusa CLI tool provides a [db:generate](https://docs.medusajs.com/resources/medusa-cli/commands/db#dbgenerate/index.html.md) command to generate a migration for a modules' data models. + +For example, assuming you have a `blog` Module, you can generate a migration for it by running the following command: + +```bash +npx medusa db:generate blog +``` + +This generates a migration file under the `migrations` directory of the Blog Module. You can then run it to reflect the changes in the database as mentioned in [this section](#run-the-migration). + +*** + +## Write a Migration Manually + +You can also write migrations manually. To do that, create a file in the `migrations` directory of the module and in it, a class that has an `up` and `down` method. The class's name should be of the format `Migration{YEAR}{MONTH}{DAY}{HOUR}{MINUTE}.ts` to ensure migrations are ran in the correct order. + +For example: + +```ts title="src/modules/blog/migrations/Migration202507021059.ts" +import { Migration } from "@mikro-orm/migrations" + +export class Migration202507021059 extends Migration { + + async up(): Promise { + this.addSql("create table if not exists \"author\" (\"id\" text not null, \"name\" text not null, \"created_at\" timestamptz not null default now(), \"updated_at\" timestamptz not null default now(), \"deleted_at\" timestamptz null, constraint \"author_pkey\" primary key (\"id\"));") + } + + async down(): Promise { + this.addSql("drop table if exists \"author\" cascade;") + } + +} +``` + +The migration class in the file extends the `Migration` class imported from `@mikro-orm/migrations`. In the `up` and `down` method of the migration class, you use the `addSql` method provided by MikroORM's `Migration` class to run PostgreSQL syntax. + +In the example above, the `up` method creates the table `author`, and the `down` method drops the table if the migration is reverted. + +Refer to [MikroORM's documentation](https://mikro-orm.io/docs/migrations#migration-class) for more details on writing migrations. + +*** + +## Run the Migration + +To run your migration, run the following command: + +This command also syncs module links. If you don't want that, use the `--skip-links` option. + +```bash +npx medusa db:migrate +``` + +This reflects the changes in the database as implemented in the migration's `up` method. + +*** + +## Rollback the Migration + +To rollback or revert the last migration you ran for a module, run the following command: + +```bash +npx medusa db:rollback blog +``` + +This rolls back the last ran migration on the Blog Module. + +### Caution: Rollback Migration before Deleting + +If you need to delete a migration file, make sure to rollback the migration first. Otherwise, you might encounter issues when generating and running new migrations. + +For example, if you delete the migration of the Blog Module, then try to create a new one, Medusa will create a brand new migration that re-creates the tables or indices. If those are still in the database, you might encounter errors. + +So, always rollback the migration before deleting it. + +*** + +## More Database Commands + +To learn more about the Medusa CLI's database commands, refer to [this CLI reference](https://docs.medusajs.com/resources/medusa-cli/commands/db/index.html.md). + # Query @@ -11823,210 +12027,6 @@ Try passing one of the Query configuration parameters, like `fields` or `limit`, Learn more about [specifing fields and relations](https://docs.medusajs.com/api/store#select-fields-and-relations) and [pagination](https://docs.medusajs.com/api/store#pagination) in the API reference. -# Link - -In this chapter, you’ll learn what Link is and how to use it to manage links. - -As of [Medusa v2.2.0](https://github.com/medusajs/medusa/releases/tag/v2.2.0), Remote Link has been deprecated in favor of Link. They have the same usage, so you only need to change the key used to resolve the tool from the Medusa container as explained below. - -## What is Link? - -Link is a class with utility methods to manage links between data models. It’s registered in the Medusa container under the `link` registration name. - -For example: - -```ts collapsibleLines="1-9" expandButtonLabel="Show Imports" -import { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import { - ContainerRegistrationKeys, -} from "@medusajs/framework/utils" - -export async function POST( - req: MedusaRequest, - res: MedusaResponse -): Promise { - const link = req.scope.resolve( - ContainerRegistrationKeys.LINK - ) - - // ... -} -``` - -You can use its methods to manage links, such as create or delete links. - -*** - -## Create Link - -To create a link between records of two data models, use the `create` method of Link. - -For example: - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_123", - }, -}) -``` - -The `create` method accepts as a parameter an object. The object’s keys are the names of the linked modules. - -The keys (names of linked modules) must be in the same [direction](https://docs.medusajs.com/learn/fundamentals/module-links/directions/index.html.md) of the link definition. - -The value of each module’s property is an object, whose keys are of the format `{data_model_snake_name}_id`, and values are the IDs of the linked record. - -So, in the example above, you link a record of the `MyCustom` data model in a `hello` module to a `Product` record in the Product Module. - -### Enforced Integrity Constraints on Link Creation - -Medusa enforces integrity constraints on links based on the link's relation type. So, an error is thrown in the following scenarios: - -- If the link is one-to-one and one of the linked records already has a link to another record of the same data model. For example: - -```ts -// no error -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_123", - }, -}) - -// throws an error because `prod_123` already has a link to `mc_123` -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_456", - }, -}) -``` - -- If the link is one-to-many and the "one" side already has a link to another record of the same data model. For example, if a product can have many `MyCustom` records, but a `MyCustom` record can only have one product: - -```ts -// no error -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_123", - }, -}) - -// also no error -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_456", - }, -}) - -// throws an error because `mc_123` already has a link to `prod_123` -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_456", - }, - "helloModuleService": { - my_custom_id: "mc_123", - }, -}) -``` - -There are no integrity constraints in a many-to-many link, so you can create multiple links between the same records. - -*** - -## Dismiss Link - -To remove a link between records of two data models, use the `dismiss` method of Link. - -For example: - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.dismiss({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - "helloModuleService": { - my_custom_id: "mc_123", - }, -}) -``` - -The `dismiss` method accepts the same parameter type as the [create method](#create-link). - -The keys (names of linked modules) must be in the same [direction](https://docs.medusajs.com/learn/fundamentals/module-links/directions/index.html.md) of the link definition. - -*** - -## Cascade Delete Linked Records - -If a record is deleted, use the `delete` method of Link to delete all linked records. - -For example: - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await productModuleService.deleteVariants([variant.id]) - -await link.delete({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, -}) -``` - -This deletes all records linked to the deleted product. - -*** - -## Restore Linked Records - -If a record that was previously soft-deleted is now restored, use the `restore` method of Link to restore all linked records. - -For example: - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await productModuleService.restoreProducts(["prod_123"]) - -await link.restore({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, -}) -``` - - # Query Context In this chapter, you'll learn how to pass contexts when retrieving data with [Query](https://docs.medusajs.com/learn/fundamentals/module-links/query/index.html.md). @@ -12759,6 +12759,440 @@ 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 + +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 badgeLabel="Medusa Application" badgeColor="green" +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 badgeLabel="Medusa Application" badgeColor="green" +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. + + # Commerce Modules In this chapter, you'll learn about Medusa's Commerce Modules. @@ -12803,6 +13237,38 @@ export const countProductsStep = createStep( 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/architectural-modules_bj9bb9.jpg) + +- Cache Module: Defines the caching mechanism or logic to cache computational results. +- Event Module: Integrates a pub/sub service to handle subscribing to and emitting events. +- Workflow Engine Module: Integrates a service to store and track workflow executions and steps. +- File Module: Integrates a storage service to handle uploading and managing files. +- Notification Module: Integrates a third-party service or defines custom logic to send notifications to users and customers. +- 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 Container In this chapter, you'll learn about the module's container and how to resolve resources in that container. @@ -13476,36 +13942,260 @@ class BlogModuleService { ``` -# Infrastructure Modules +# Module Isolation -In this chapter, you’ll learn about Infrastructure Modules. +In this chapter, you'll learn how modules are isolated, and what that means for your custom development. -## What is an Infrastructure Module? +- 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. -An Infrastructure Module implements features and mechanisms related to the Medusa application’s architecture and infrastructure. +## How are Modules Isolated? -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. +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. *** -## Infrastructure Module Types +## Why are Modules Isolated -There are different Infrastructure Module types including: +Some of the module isolation's benefits include: -![Diagram illustrating how the modules connect to third-party services](https://res.cloudinary.com/dza7lstvk/image/upload/v1727095814/Medusa%20Book/architectural-modules_bj9bb9.jpg) - -- Cache Module: Defines the caching mechanism or logic to cache computational results. -- Event Module: Integrates a pub/sub service to handle subscribing to and emitting events. -- Workflow Engine Module: Integrates a service to store and track workflow executions and steps. -- File Module: Integrates a storage service to handle uploading and managing files. -- Notification Module: Integrates a third-party service or defines custom logic to send notifications to users and customers. -- Locking Module: Integrates a service that manages access to shared resources by multiple processes or threads. +- 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. *** -## Infrastructure Modules List +## How to Extend Data Model of Another Module? -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. +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. + + +# 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. # Loaders @@ -13761,235 +14451,6 @@ 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 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. - - # 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. @@ -14155,31 +14616,42 @@ export default Module(BLOG_MODULE, { Now, when the Medusa application starts, the loader will run, validating the module's options and throwing an error if the `apiKey` option is missing. -# Modules Directory Structure +# Service Constraints -In this document, you'll learn about the expected files and directories in your module. +This chapter lists constraints to keep in mind when creating a service. -![Module Directory Structure Example](https://res.cloudinary.com/dza7lstvk/image/upload/v1714379976/Medusa%20Book/modules-dir-overview_nqq7ne.jpg) +## Use Async Methods -## index.ts +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. -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). +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() +``` -## service.ts +So, make sure your service's methods are always async to avoid unexpected errors or behavior. -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). +```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!" + } -## Other Directories + // Do + async getMessage(): Promise { + return "Hello, World!" + } +} -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. +export default BlogModuleService +``` # Service Factory @@ -14357,478 +14829,6 @@ 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 -``` - - -# 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 badgeLabel="Medusa Application" badgeColor="green" -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 badgeLabel="Medusa Application" badgeColor="green" -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. @@ -14928,6 +14928,165 @@ The hook is available on the workflow's `hooks` property using its name `product You invoke the hook, passing a step function (the hook handler) as a parameter. +# 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. @@ -15184,165 +15343,6 @@ So, if an error occurs during the loop, the compensation function will still rec For more details on error handling in workflows and steps, check the [Handling Errors chapter](https://docs.medusajs.com/learn/fundamentals/workflows/errors/index.html.md). -# 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`. - - # Workflow Constraints This chapter lists constraints of defining a workflow or its steps. @@ -15697,6 +15697,136 @@ const step1 = createStep( ``` +# Execute Another Workflow + +In this chapter, you'll learn how to execute a workflow in another. + +## Execute in a Workflow + +To execute a workflow in another, use the `runAsStep` method that every workflow has. + +For example: + +```ts highlights={workflowsHighlights} collapsibleLines="1-7" expandMoreButton="Show Imports" +import { + createWorkflow, +} from "@medusajs/framework/workflows-sdk" +import { + createProductsWorkflow, +} from "@medusajs/medusa/core-flows" + +const workflow = createWorkflow( + "hello-world", + async (input) => { + const products = createProductsWorkflow.runAsStep({ + input: { + products: [ + // ... + ], + }, + }) + + // ... + } +) +``` + +Instead of invoking the workflow and passing it the container, you use its `runAsStep` method and pass it an object as a parameter. + +The object has an `input` property to pass input to the workflow. + +*** + +## Preparing Input Data + +If you need to perform some data manipulation to prepare the other workflow's input data, use `transform` from the Workflows SDK. + +Learn about transform in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/variable-manipulation/index.html.md). + +For example: + +```ts highlights={transformHighlights} collapsibleLines="1-12" +import { + createWorkflow, + transform, +} from "@medusajs/framework/workflows-sdk" +import { + createProductsWorkflow, +} from "@medusajs/medusa/core-flows" + +type WorkflowInput = { + title: string +} + +const workflow = createWorkflow( + "hello-product", + async (input: WorkflowInput) => { + const createProductsData = transform({ + input, + }, (data) => [ + { + title: `Hello ${data.input.title}`, + }, + ]) + + const products = createProductsWorkflow.runAsStep({ + input: { + products: createProductsData, + }, + }) + + // ... + } +) +``` + +In this example, you use the `transform` function to prepend `Hello` to the title of the product. Then, you pass the result as an input to the `createProductsWorkflow`. + +*** + +## Run Workflow Conditionally + +To run a workflow in another based on a condition, use when-then from the Workflows SDK. + +Learn about when-then in [this chapter](https://docs.medusajs.com/learn/fundamentals/workflows/conditions/index.html.md). + +For example: + +```ts highlights={whenHighlights} collapsibleLines="1-16" +import { + createWorkflow, + when, +} from "@medusajs/framework/workflows-sdk" +import { + createProductsWorkflow, +} from "@medusajs/medusa/core-flows" +import { + CreateProductWorkflowInputDTO, +} from "@medusajs/framework/types" + +type WorkflowInput = { + product?: CreateProductWorkflowInputDTO + should_create?: boolean +} + +const workflow = createWorkflow( + "hello-product", + async (input: WorkflowInput) => { + const product = when(input, ({ should_create }) => should_create) + .then(() => { + return createProductsWorkflow.runAsStep({ + input: { + products: [input.product], + }, + }) + }) + } +) +``` + +In this example, you use when-then to run the `createProductsWorkflow` only if `should_create` (passed in the `input`) is enabled. + + # Error Handling in Workflows In this chapter, you’ll learn about what happens when an error occurs in a workflow, how to disable error throwing in a workflow, and try-catch alternatives in workflow definitions. @@ -15942,134 +16072,180 @@ In this example, if the `actionThatThrowsError` step throws an error, the `moreA You can then access the error that occurred in that step as explained in the [Disable Error Throwing](#disable-error-throwing-in-workflow) section. -# Execute Another Workflow +# Run Workflow Steps in Parallel -In this chapter, you'll learn how to execute a workflow in another. +In this chapter, you’ll learn how to run workflow steps in parallel. -## Execute in a Workflow +## parallelize Utility Function -To execute a workflow in another, use the `runAsStep` method that every workflow has. +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={workflowsHighlights} collapsibleLines="1-7" expandMoreButton="Show Imports" +```ts highlights={highlights} collapsibleLines="1-12" expandButtonLabel="Show Imports" import { createWorkflow, + WorkflowResponse, + parallelize, } 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" + createProductStep, + getProductStep, + createPricesStep, + attachProductToSalesChannelStep, +} from "./steps" -type WorkflowInput = { +interface WorkflowInput { title: string } -const workflow = createWorkflow( - "hello-product", - async (input: WorkflowInput) => { - const createProductsData = transform({ - input, - }, (data) => [ - { - title: `Hello ${data.input.title}`, - }, - ]) +const myWorkflow = createWorkflow( + "my-workflow", + (input: WorkflowInput) => { + const product = createProductStep(input) - const products = createProductsWorkflow.runAsStep({ - input: { - products: createProductsData, - }, - }) + 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`. + + +# 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, 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`. +In this example, if the step fails, it will be retried after two seconds. -*** +### Maximum Retry Interval -## Run Workflow Conditionally +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. -To run a workflow in another based on a condition, use when-then from the Workflows SDK. +For example, to retry a step after a day: -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], - }, - }) - }) +```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, you use when-then to run the `createProductsWorkflow` only if `should_create` (passed in the `input`) is enabled. +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). # Long-Running Workflows @@ -16441,182 +16617,6 @@ The `config` method accepts an object with a `name` property. Its value is a new The first `useQueryGraphStep` usage has the ID `use-query-graph`, and the second `useQueryGraphStep` usage has the ID `fetch-customers`. -# 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`. - - -# 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. @@ -17177,6 +17177,207 @@ 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/errors/index.html.md). The error’s name is `TransactionStepTimeoutError`. +# Write Tests for Modules + +In this chapter, you'll learn about `moduleIntegrationTestRunner` from Medusa's Testing Framework and how to use it to write integration tests for a module's main service. + +### Prerequisites + +- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) + +## moduleIntegrationTestRunner Utility + +`moduleIntegrationTestRunner` creates integration tests for a module. The integration tests run on a test Medusa application with only the specified module enabled. + +For example, assuming you have a `blog` module, create a test file at `src/modules/blog/__tests__/service.spec.ts`: + +```ts title="src/modules/blog/__tests__/service.spec.ts" +import { moduleIntegrationTestRunner } from "@medusajs/test-utils" +import { BLOG_MODULE } from ".." +import BlogModuleService from "../service" +import Post from "../models/post" + +moduleIntegrationTestRunner({ + moduleName: BLOG_MODULE, + moduleModels: [Post], + resolve: "./src/modules/blog", + testSuite: ({ service }) => { + // TODO write tests + }, +}) + +jest.setTimeout(60 * 1000) +``` + +The `moduleIntegrationTestRunner` function accepts as a parameter an object with the following properties: + +- `moduleName`: The name of the module. +- `moduleModels`: An array of models in the module. Refer to [this section](#write-tests-for-modules-without-data-models) if your module doesn't have data models. +- `resolve`: The path to the module's directory. +- `testSuite`: A function that defines the tests to run. + +The `testSuite` function accepts as a parameter an object having the `service` property, which is an instance of the module's main service. + +The type argument provided to the `moduleIntegrationTestRunner` function is used as the type of the `service` property. + +The tests in the `testSuite` function are written using [Jest](https://jestjs.io/). + +*** + +## Run Tests + +Run the following command to run your module integration tests: + +```bash npm2yarn +npm run test:integration:modules +``` + +If you don't have a `test:integration:modules` script in `package.json`, refer to the [Medusa Testing Tools chapter](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools#add-test-commands/index.html.md). + +This runs your Medusa application and runs the tests available in any `__tests__` directory under the `src/modules` directory. + +*** + +## Pass Module Options + +If your module accepts options, you can set them using the `moduleOptions` property of the `moduleIntegrationTestRunner`'s parameter. + +For example: + +```ts +import { moduleIntegrationTestRunner } from "@medusajs/test-utils" +import BlogModuleService from "../service" + +moduleIntegrationTestRunner({ + moduleOptions: { + apiKey: "123", + }, + // ... +}) +``` + +*** + +## Write Tests for Modules without Data Models + +If your module doesn't have a data model, pass a dummy model in the `moduleModels` property. + +For example: + +```ts +import { moduleIntegrationTestRunner } from "@medusajs/test-utils" +import BlogModuleService from "../service" +import { model } from "@medusajs/framework/utils" + +const DummyModel = model.define("dummy_model", { + id: model.id().primaryKey(), +}) + +moduleIntegrationTestRunner({ + moduleModels: [DummyModel], + // ... +}) + +jest.setTimeout(60 * 1000) +``` + +*** + +### Other Options and Inputs + +Refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/moduleIntegrationTestRunner/index.html.md) for other available parameter options and inputs of the `testSuite` function. + +*** + +## Database Used in Tests + +The `moduleIntegrationTestRunner` function creates a database with a random name before running the tests. Then, it drops that database after all the tests end. + +To manage that database, such as changing its name or perform operations on it in your tests, refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/moduleIntegrationTestRunner/index.html.md). + + +# Write Integration Tests + +In this chapter, you'll learn about `medusaIntegrationTestRunner` from Medusa's Testing Framework and how to use it to write integration tests. + +### Prerequisites + +- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) + +## medusaIntegrationTestRunner Utility + +The `medusaIntegrationTestRunner` is from Medusa's Testing Framework and it's used to create integration tests in your Medusa project. It runs a full Medusa application, allowing you test API routes, workflows, or other customizations. + +For example: + +```ts title="integration-tests/http/test.spec.ts" highlights={highlights} +import { medusaIntegrationTestRunner } from "@medusajs/test-utils" + +medusaIntegrationTestRunner({ + testSuite: ({ api, getContainer }) => { + // TODO write tests... + }, +}) + +jest.setTimeout(60 * 1000) +``` + +The `medusaIntegrationTestRunner` function accepts an object as a parameter. The object has a required property `testSuite`. + +`testSuite`'s value is a function that defines the tests to run. The function accepts as a parameter an object that has the following properties: + +- `api`: a set of utility methods used to send requests to the Medusa application. It has the following methods: + - `get`: Send a `GET` request to an API route. + - `post`: Send a `POST` request to an API route. + - `delete`: Send a `DELETE` request to an API route. +- `getContainer`: a function that retrieves the Medusa Container. Use the `getContainer().resolve` method to resolve resources from the Medusa Container. + +The tests in the `testSuite` function are written using [Jest](https://jestjs.io/). + +### Jest Timeout + +Since your tests connect to the database and perform actions that require more time than the typical tests, make sure to increase the timeout in your test: + +```ts title="integration-tests/http/test.spec.ts" +// in your test's file +jest.setTimeout(60 * 1000) +``` + +*** + +### Run Tests + +Run the following command to run your tests: + +```bash npm2yarn +npm run test:integration +``` + +If you don't have a `test:integration` script in `package.json`, refer to the [Medusa Testing Tools chapter](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools#add-test-commands/index.html.md). + +This runs your Medusa application and runs the tests available under the `src/integrations/http` directory. + +*** + +## Other Options and Inputs + +Refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/medusaIntegrationTestRunner/index.html.md) for other available parameter options and inputs of the `testSuite` function. + +*** + +## Database Used in Tests + +The `medusaIntegrationTestRunner` function creates a database with a random name before running the tests. Then, it drops that database after all the tests end. + +To manage that database, such as changing its name or perform operations on it in your tests, refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/medusaIntegrationTestRunner/index.html.md). + +*** + +## Example Integration Tests + +The next chapters provide examples of writing integration tests for API routes and workflows. + + # 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. @@ -17535,136 +17736,64 @@ export const languages: Language[] = [ 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. -# Write Integration Tests +# Example: Integration Tests for a Module -In this chapter, you'll learn about `medusaIntegrationTestRunner` from Medusa's Testing Framework and how to use it to write integration tests. +In this chapter, find an example of writing an integration test for a module using [moduleIntegrationTestRunner](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/modules-tests/index.html.md) from Medusa's Testing Framework. ### Prerequisites - [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) -## medusaIntegrationTestRunner Utility +## Write Integration Test for Module -The `medusaIntegrationTestRunner` is from Medusa's Testing Framework and it's used to create integration tests in your Medusa project. It runs a full Medusa application, allowing you test API routes, workflows, or other customizations. +Consider a `blog` module with a `BlogModuleService` that has a `getMessage` method: -For example: +```ts title="src/modules/blog/service.ts" +import { MedusaService } from "@medusajs/framework/utils" +import MyCustom from "./models/my-custom" -```ts title="integration-tests/http/test.spec.ts" highlights={highlights} -import { medusaIntegrationTestRunner } from "@medusajs/test-utils" +class BlogModuleService extends MedusaService({ + MyCustom, +}){ + getMessage(): string { + return "Hello, World!" + } +} -medusaIntegrationTestRunner({ - testSuite: ({ api, getContainer }) => { - // TODO write tests... - }, -}) - -jest.setTimeout(60 * 1000) +export default BlogModuleService ``` -The `medusaIntegrationTestRunner` function accepts an object as a parameter. The object has a required property `testSuite`. - -`testSuite`'s value is a function that defines the tests to run. The function accepts as a parameter an object that has the following properties: - -- `api`: a set of utility methods used to send requests to the Medusa application. It has the following methods: - - `get`: Send a `GET` request to an API route. - - `post`: Send a `POST` request to an API route. - - `delete`: Send a `DELETE` request to an API route. -- `getContainer`: a function that retrieves the Medusa Container. Use the `getContainer().resolve` method to resolve resources from the Medusa Container. - -The tests in the `testSuite` function are written using [Jest](https://jestjs.io/). - -### Jest Timeout - -Since your tests connect to the database and perform actions that require more time than the typical tests, make sure to increase the timeout in your test: - -```ts title="integration-tests/http/test.spec.ts" -// in your test's file -jest.setTimeout(60 * 1000) -``` - -*** - -### Run Tests - -Run the following command to run your tests: - -```bash npm2yarn -npm run test:integration -``` - -If you don't have a `test:integration` script in `package.json`, refer to the [Medusa Testing Tools chapter](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools#add-test-commands/index.html.md). - -This runs your Medusa application and runs the tests available under the `src/integrations/http` directory. - -*** - -## Other Options and Inputs - -Refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/medusaIntegrationTestRunner/index.html.md) for other available parameter options and inputs of the `testSuite` function. - -*** - -## Database Used in Tests - -The `medusaIntegrationTestRunner` function creates a database with a random name before running the tests. Then, it drops that database after all the tests end. - -To manage that database, such as changing its name or perform operations on it in your tests, refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/medusaIntegrationTestRunner/index.html.md). - -*** - -## Example Integration Tests - -The next chapters provide examples of writing integration tests for API routes and workflows. - - -# Write Tests for Modules - -In this chapter, you'll learn about `moduleIntegrationTestRunner` from Medusa's Testing Framework and how to use it to write integration tests for a module's main service. - -### Prerequisites - -- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) - -## moduleIntegrationTestRunner Utility - -`moduleIntegrationTestRunner` creates integration tests for a module. The integration tests run on a test Medusa application with only the specified module enabled. - -For example, assuming you have a `blog` module, create a test file at `src/modules/blog/__tests__/service.spec.ts`: +To create an integration test for the method, create the file `src/modules/blog/__tests__/service.spec.ts` with the following content: ```ts title="src/modules/blog/__tests__/service.spec.ts" import { moduleIntegrationTestRunner } from "@medusajs/test-utils" import { BLOG_MODULE } from ".." import BlogModuleService from "../service" -import Post from "../models/post" +import MyCustom from "../models/my-custom" moduleIntegrationTestRunner({ moduleName: BLOG_MODULE, - moduleModels: [Post], + moduleModels: [MyCustom], resolve: "./src/modules/blog", testSuite: ({ service }) => { - // TODO write tests + describe("BlogModuleService", () => { + it("says hello world", () => { + const message = service.getMessage() + + expect(message).toEqual("Hello, World!") + }) + }) }, }) jest.setTimeout(60 * 1000) ``` -The `moduleIntegrationTestRunner` function accepts as a parameter an object with the following properties: - -- `moduleName`: The name of the module. -- `moduleModels`: An array of models in the module. Refer to [this section](#write-tests-for-modules-without-data-models) if your module doesn't have data models. -- `resolve`: The path to the module's directory. -- `testSuite`: A function that defines the tests to run. - -The `testSuite` function accepts as a parameter an object having the `service` property, which is an instance of the module's main service. - -The type argument provided to the `moduleIntegrationTestRunner` function is used as the type of the `service` property. - -The tests in the `testSuite` function are written using [Jest](https://jestjs.io/). +You use the `moduleIntegrationTestRunner` function to add tests for the `blog` module. You have one test that passes if the `getMessage` method returns the `"Hello, World!"` string. *** -## Run Tests +## Run Test Run the following command to run your module integration tests: @@ -17676,65 +17805,6 @@ If you don't have a `test:integration:modules` script in `package.json`, refer t This runs your Medusa application and runs the tests available in any `__tests__` directory under the `src/modules` directory. -*** - -## Pass Module Options - -If your module accepts options, you can set them using the `moduleOptions` property of the `moduleIntegrationTestRunner`'s parameter. - -For example: - -```ts -import { moduleIntegrationTestRunner } from "@medusajs/test-utils" -import BlogModuleService from "../service" - -moduleIntegrationTestRunner({ - moduleOptions: { - apiKey: "123", - }, - // ... -}) -``` - -*** - -## Write Tests for Modules without Data Models - -If your module doesn't have a data model, pass a dummy model in the `moduleModels` property. - -For example: - -```ts -import { moduleIntegrationTestRunner } from "@medusajs/test-utils" -import BlogModuleService from "../service" -import { model } from "@medusajs/framework/utils" - -const DummyModel = model.define("dummy_model", { - id: model.id().primaryKey(), -}) - -moduleIntegrationTestRunner({ - moduleModels: [DummyModel], - // ... -}) - -jest.setTimeout(60 * 1000) -``` - -*** - -### Other Options and Inputs - -Refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/moduleIntegrationTestRunner/index.html.md) for other available parameter options and inputs of the `testSuite` function. - -*** - -## Database Used in Tests - -The `moduleIntegrationTestRunner` function creates a database with a random name before running the tests. Then, it drops that database after all the tests end. - -To manage that database, such as changing its name or perform operations on it in your tests, refer to [the Test Tooling Reference](https://docs.medusajs.com/resources/test-tools-reference/moduleIntegrationTestRunner/index.html.md). - # Example: Write Integration Tests for API Routes @@ -18436,76 +18506,6 @@ The `errors` property contains an array of errors thrown during the execution of 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. - -### Prerequisites - -- [Testing Tools Setup](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools/index.html.md) - -## Write Integration Test for Module - -Consider a `blog` module with a `BlogModuleService` that has a `getMessage` method: - -```ts title="src/modules/blog/service.ts" -import { MedusaService } from "@medusajs/framework/utils" -import MyCustom from "./models/my-custom" - -class BlogModuleService extends MedusaService({ - MyCustom, -}){ - getMessage(): string { - return "Hello, World!" - } -} - -export default BlogModuleService -``` - -To create an integration test for the method, create the file `src/modules/blog/__tests__/service.spec.ts` with the following content: - -```ts title="src/modules/blog/__tests__/service.spec.ts" -import { moduleIntegrationTestRunner } from "@medusajs/test-utils" -import { BLOG_MODULE } from ".." -import BlogModuleService from "../service" -import MyCustom from "../models/my-custom" - -moduleIntegrationTestRunner({ - moduleName: BLOG_MODULE, - moduleModels: [MyCustom], - resolve: "./src/modules/blog", - testSuite: ({ service }) => { - describe("BlogModuleService", () => { - it("says hello world", () => { - const message = service.getMessage() - - expect(message).toEqual("Hello, World!") - }) - }) - }, -}) - -jest.setTimeout(60 * 1000) -``` - -You use the `moduleIntegrationTestRunner` function to add tests for the `blog` module. You have one test that passes if the `getMessage` method returns the `"Hello, World!"` string. - -*** - -## Run Test - -Run the following command to run your module integration tests: - -```bash npm2yarn -npm run test:integration:modules -``` - -If you don't have a `test:integration:modules` script in `package.json`, refer to the [Medusa Testing Tools chapter](https://docs.medusajs.com/learn/debugging-and-testing/testing-tools#add-test-commands/index.html.md). - -This runs your Medusa application and runs the tests available in any `__tests__` directory under the `src/modules` directory. - - # Commerce Modules In this section of the documentation, you'll find guides and references related to Medusa's Commerce Modules. @@ -18816,24 +18816,24 @@ Medusa provides the following authentication providers out-of-the-box. You can u *** -# Cart Module +# Customer Module -In this section of the documentation, you will find resources to learn more about the Cart Module and how to use it in your application. +In this section of the documentation, you will find resources to learn more about the Customer Module and how to use it in your application. -Medusa has cart related features available out-of-the-box through the Cart Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in Commerce Modules, such as this Cart Module. +Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/customers/index.html.md) to learn how to manage customers and groups using the dashboard. + +Medusa has customer related features available out-of-the-box through the Customer Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in Commerce Modules, such as this Customer Module. Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). -## Cart Features +## Customer Features -- [Cart Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/concepts/index.html.md): Store and manage carts, including their addresses, line items, shipping methods, and more. -- [Apply Promotion Adjustments](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/promotions/index.html.md): Apply promotions or discounts to line items and shipping methods by adding adjustment lines that are factored into their subtotals. -- [Apply Tax Lines](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/tax-lines/index.html.md): Apply tax lines to line items and shipping methods. -- [Cart Scoping](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/links-to-other-modules/index.html.md): When used in the Medusa application, Medusa creates links to other Commerce Modules, scoping a cart to a sales channel, region, and a customer. +- [Customer Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/customer/customer-accounts/index.html.md): Store and manage guest and registered customers in your store. +- [Customer Organization](https://docs.medusajs.com/references/customer/models/index.html.md): Organize customers into groups. This has a lot of benefits and supports many use cases, such as provide discounts for specific customer groups using the [Promotion Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/index.html.md). *** -## How to Use the Cart Module +## How to Use the Customer Module In your Medusa application, you build flows around Commerce Modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. @@ -18841,7 +18841,7 @@ You can build custom workflows and steps. You can also re-use Medusa's workflows For example: -```ts title="src/workflows/create-cart.ts" highlights={highlights} +```ts title="src/workflows/create-customer.ts" highlights={highlights} import { createWorkflow, WorkflowResponse, @@ -18850,45 +18850,36 @@ import { } from "@medusajs/framework/workflows-sdk" import { Modules } from "@medusajs/framework/utils" -const createCartStep = createStep( - "create-cart", +const createCustomerStep = createStep( + "create-customer", async ({}, { container }) => { - const cartModuleService = container.resolve(Modules.CART) + const customerModuleService = container.resolve(Modules.CUSTOMER) - const cart = await cartModuleService.createCarts({ - currency_code: "usd", - shipping_address: { - address_1: "1512 Barataria Blvd", - country_code: "us", - }, - items: [ - { - title: "Shirt", - unit_price: 1000, - quantity: 1, - }, - ], + const customer = await customerModuleService.createCustomers({ + first_name: "Peter", + last_name: "Hayes", + email: "peter.hayes@example.com", }) - return new StepResponse({ cart }, cart.id) + return new StepResponse({ customer }, customer.id) }, - async (cartId, { container }) => { - if (!cartId) { + async (customerId, { container }) => { + if (!customerId) { return } - const cartModuleService = container.resolve(Modules.CART) + const customerModuleService = container.resolve(Modules.CUSTOMER) - await cartModuleService.deleteCarts([cartId]) + await customerModuleService.deleteCustomers([customerId]) } ) -export const createCartWorkflow = createWorkflow( - "create-cart", +export const createCustomerWorkflow = createWorkflow( + "create-customer", () => { - const { cart } = createCartStep() + const { customer } = createCustomerStep() return new WorkflowResponse({ - cart, + customer, }) } ) @@ -18903,13 +18894,13 @@ import type { MedusaRequest, MedusaResponse, } from "@medusajs/framework/http" -import { createCartWorkflow } from "../../workflows/create-cart" +import { createCustomerWorkflow } from "../../workflows/create-customer" export async function GET( req: MedusaRequest, res: MedusaResponse ) { - const { result } = await createCartWorkflow(req.scope) + const { result } = await createCustomerWorkflow(req.scope) .run() res.send(result) @@ -18923,13 +18914,13 @@ import { type SubscriberConfig, type SubscriberArgs, } from "@medusajs/framework" -import { createCartWorkflow } from "../workflows/create-cart" +import { createCustomerWorkflow } from "../workflows/create-customer" export default async function handleUserCreated({ event: { data }, container, }: SubscriberArgs<{ id: string }>) { - const { result } = await createCartWorkflow(container) + const { result } = await createCustomerWorkflow(container) .run() console.log(result) @@ -18944,12 +18935,12 @@ export const config: SubscriberConfig = { ```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} import { MedusaContainer } from "@medusajs/framework/types" -import { createCartWorkflow } from "../workflows/create-cart" +import { createCustomerWorkflow } from "../workflows/create-customer" export default async function myCustomJob( container: MedusaContainer ) { - const { result } = await createCartWorkflow(container) + const { result } = await createCustomerWorkflow(container) .run() console.log(result) @@ -19114,24 +19105,24 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# Customer Module +# Cart 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 Cart 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 cart related features available out-of-the-box through the Cart Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in Commerce Modules, such as this Cart Module. Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). -## Customer Features +## Cart 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). +- [Cart Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/concepts/index.html.md): Store and manage carts, including their addresses, line items, shipping methods, and more. +- [Apply Promotion Adjustments](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/promotions/index.html.md): Apply promotions or discounts to line items and shipping methods by adding adjustment lines that are factored into their subtotals. +- [Apply Tax Lines](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/tax-lines/index.html.md): Apply tax lines to line items and shipping methods. +- [Cart Scoping](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/links-to-other-modules/index.html.md): When used in the Medusa application, Medusa creates links to other Commerce Modules, scoping a cart to a sales channel, region, and a customer. *** -## How to Use the Customer Module +## How to Use the Cart Module In your Medusa application, you build flows around Commerce Modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. @@ -19139,7 +19130,7 @@ 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/create-cart.ts" highlights={highlights} import { createWorkflow, WorkflowResponse, @@ -19148,36 +19139,45 @@ import { } from "@medusajs/framework/workflows-sdk" import { Modules } from "@medusajs/framework/utils" -const createCustomerStep = createStep( - "create-customer", +const createCartStep = createStep( + "create-cart", async ({}, { container }) => { - const customerModuleService = container.resolve(Modules.CUSTOMER) + const cartModuleService = container.resolve(Modules.CART) - const customer = await customerModuleService.createCustomers({ - first_name: "Peter", - last_name: "Hayes", - email: "peter.hayes@example.com", + const cart = await cartModuleService.createCarts({ + currency_code: "usd", + shipping_address: { + address_1: "1512 Barataria Blvd", + country_code: "us", + }, + items: [ + { + title: "Shirt", + unit_price: 1000, + quantity: 1, + }, + ], }) - return new StepResponse({ customer }, customer.id) + return new StepResponse({ cart }, cart.id) }, - async (customerId, { container }) => { - if (!customerId) { + async (cartId, { container }) => { + if (!cartId) { return } - const customerModuleService = container.resolve(Modules.CUSTOMER) + const cartModuleService = container.resolve(Modules.CART) - await customerModuleService.deleteCustomers([customerId]) + await cartModuleService.deleteCarts([cartId]) } ) -export const createCustomerWorkflow = createWorkflow( - "create-customer", +export const createCartWorkflow = createWorkflow( + "create-cart", () => { - const { customer } = createCustomerStep() + const { cart } = createCartStep() return new WorkflowResponse({ - customer, + cart, }) } ) @@ -19192,13 +19192,13 @@ import type { MedusaRequest, MedusaResponse, } from "@medusajs/framework/http" -import { createCustomerWorkflow } from "../../workflows/create-customer" +import { createCartWorkflow } from "../../workflows/create-cart" export async function GET( req: MedusaRequest, res: MedusaResponse ) { - const { result } = await createCustomerWorkflow(req.scope) + const { result } = await createCartWorkflow(req.scope) .run() res.send(result) @@ -19212,13 +19212,13 @@ import { type SubscriberConfig, type SubscriberArgs, } from "@medusajs/framework" -import { createCustomerWorkflow } from "../workflows/create-customer" +import { createCartWorkflow } from "../workflows/create-cart" export default async function handleUserCreated({ event: { data }, container, }: SubscriberArgs<{ id: string }>) { - const { result } = await createCustomerWorkflow(container) + const { result } = await createCartWorkflow(container) .run() console.log(result) @@ -19233,12 +19233,12 @@ export const config: SubscriberConfig = { ```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} import { MedusaContainer } from "@medusajs/framework/types" -import { createCustomerWorkflow } from "../workflows/create-customer" +import { createCartWorkflow } from "../workflows/create-cart" export default async function myCustomJob( container: MedusaContainer ) { - const { result } = await createCustomerWorkflow(container) + const { result } = await createCartWorkflow(container) .run() console.log(result) @@ -19274,6 +19274,7 @@ Learn more about why modules are isolated in [this documentation](https://docs.m - [Integrate Third-Party Fulfillment Providers](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/fulfillment-provider/index.html.md): Create third-party fulfillment providers to provide customers with shipping options and fulfill their orders. - [Restrict By Location and Rules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/shipping-option/index.html.md): Shipping options can be restricted to specific geographical locations. You can also specify custom rules to restrict shipping options. - [Support Different Fulfillment Forms](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/concepts/index.html.md): Support various fulfillment forms, such as shipping or pick up. +- [Tiered Pricing and Price Rules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-rules/index.html.md): Set prices for shipping options with tiers and rules, allowing you to create complex pricing strategies. *** @@ -19721,6 +19722,161 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** +# Product Module + +In this section of the documentation, you will find resources to learn more about the Product Module and how to use it in your application. + +Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/products/index.html.md) to learn how to manage products using the dashboard. + +Medusa has product related features available out-of-the-box through the Product Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in Commerce Modules, such as this Product Module. + +Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). + +## Product Features + +- [Products Management](https://docs.medusajs.com/references/product/models/Product/index.html.md): Store and manage products. Products have custom options, such as color or size, and each variant in the product sets the value for these options. +- [Product Organization](https://docs.medusajs.com/references/product/models/index.html.md): The Product Module provides different data models used to organize products, including categories, collections, tags, and more. +- [Bundled and Multi-Part Products](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/inventory/inventory-kit/index.html.md): Create and manage inventory kits for a single product, allowing you to implement use cases like bundled or multi-part products. +- [Tiered Pricing and Price Rules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-rules/index.html.md): Set prices for product variants with tiers and rules, allowing you to create complex pricing strategies. + +*** + +## How to Use the Product Module + +In your Medusa application, you build flows around Commerce Modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. + +You can build custom workflows and steps. You can also re-use Medusa's workflows and steps, which are provided by the `@medusajs/medusa/core-flows` package. + +For example: + +```ts title="src/workflows/create-product.ts" highlights={highlights} +import { + createWorkflow, + WorkflowResponse, + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { Modules } from "@medusajs/framework/utils" + +const createProductStep = createStep( + "create-product", + async ({}, { container }) => { + const productService = container.resolve(Modules.PRODUCT) + + const product = await productService.createProducts({ + title: "Medusa Shirt", + options: [ + { + title: "Color", + values: ["Black", "White"], + }, + ], + variants: [ + { + title: "Black Shirt", + options: { + Color: "Black", + }, + }, + ], + }) + + return new StepResponse({ product }, product.id) + }, + async (productId, { container }) => { + if (!productId) { + return + } + const productService = container.resolve(Modules.PRODUCT) + + await productService.deleteProducts([productId]) + } +) + +export const createProductWorkflow = createWorkflow( + "create-product", + () => { + const { product } = createProductStep() + + return new WorkflowResponse({ + product, + }) + } +) +``` + +You can then execute the workflow in your custom API routes, scheduled jobs, or subscribers: + +### API Route + +```ts title="src/api/workflow/route.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import type { + MedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import { createProductWorkflow } from "../../workflows/create-product" + +export async function GET( + req: MedusaRequest, + res: MedusaResponse +) { + const { result } = await createProductWorkflow(req.scope) + .run() + + res.send(result) +} +``` + +### Subscriber + +```ts title="src/subscribers/user-created.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import { + type SubscriberConfig, + type SubscriberArgs, +} from "@medusajs/framework" +import { createProductWorkflow } from "../workflows/create-product" + +export default async function handleUserCreated({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + const { result } = await createProductWorkflow(container) + .run() + + console.log(result) +} + +export const config: SubscriberConfig = { + event: "user.created", +} +``` + +### Scheduled Job + +```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} +import { MedusaContainer } from "@medusajs/framework/types" +import { createProductWorkflow } from "../workflows/create-product" + +export default async function myCustomJob( + container: MedusaContainer +) { + const { result } = await createProductWorkflow(container) + .run() + + console.log(result) +} + +export const config = { + name: "run-once-a-day", + schedule: `0 0 * * *`, +} +``` + +Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). + +*** + + # Payment Module In this section of the documentation, you will find resources to learn more about the Payment Module and how to use it in your application. @@ -20019,308 +20175,6 @@ Learn more about workflows in [this documentation](https://docs.medusajs.com/doc *** -# Product Module - -In this section of the documentation, you will find resources to learn more about the Product Module and how to use it in your application. - -Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/products/index.html.md) to learn how to manage products using the dashboard. - -Medusa has product related features available out-of-the-box through the Product Module. A [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) is a standalone package that provides features for a single domain. Each of Medusa's commerce features are placed in Commerce Modules, such as this Product Module. - -Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). - -## Product Features - -- [Products Management](https://docs.medusajs.com/references/product/models/Product/index.html.md): Store and manage products. Products have custom options, such as color or size, and each variant in the product sets the value for these options. -- [Product Organization](https://docs.medusajs.com/references/product/models/index.html.md): The Product Module provides different data models used to organize products, including categories, collections, tags, and more. -- [Bundled and Multi-Part Products](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/inventory/inventory-kit/index.html.md): Create and manage inventory kits for a single product, allowing you to implement use cases like bundled or multi-part products. - -*** - -## How to Use the Product Module - -In your Medusa application, you build flows around Commerce Modules. A flow is built as a [Workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md), which is a special function composed of a series of steps that guarantees data consistency and reliable roll-back mechanism. - -You can build custom workflows and steps. You can also re-use Medusa's workflows and steps, which are provided by the `@medusajs/medusa/core-flows` package. - -For example: - -```ts title="src/workflows/create-product.ts" highlights={highlights} -import { - createWorkflow, - WorkflowResponse, - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { Modules } from "@medusajs/framework/utils" - -const createProductStep = createStep( - "create-product", - async ({}, { container }) => { - const productService = container.resolve(Modules.PRODUCT) - - const product = await productService.createProducts({ - title: "Medusa Shirt", - options: [ - { - title: "Color", - values: ["Black", "White"], - }, - ], - variants: [ - { - title: "Black Shirt", - options: { - Color: "Black", - }, - }, - ], - }) - - return new StepResponse({ product }, product.id) - }, - async (productId, { container }) => { - if (!productId) { - return - } - const productService = container.resolve(Modules.PRODUCT) - - await productService.deleteProducts([productId]) - } -) - -export const createProductWorkflow = createWorkflow( - "create-product", - () => { - const { product } = createProductStep() - - return new WorkflowResponse({ - product, - }) - } -) -``` - -You can then execute the workflow in your custom API routes, scheduled jobs, or subscribers: - -### API Route - -```ts title="src/api/workflow/route.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import type { - MedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import { createProductWorkflow } from "../../workflows/create-product" - -export async function GET( - req: MedusaRequest, - res: MedusaResponse -) { - const { result } = await createProductWorkflow(req.scope) - .run() - - res.send(result) -} -``` - -### Subscriber - -```ts title="src/subscribers/user-created.ts" highlights={[["11"], ["12"]]} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import { - type SubscriberConfig, - type SubscriberArgs, -} from "@medusajs/framework" -import { createProductWorkflow } from "../workflows/create-product" - -export default async function handleUserCreated({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - const { result } = await createProductWorkflow(container) - .run() - - console.log(result) -} - -export const config: SubscriberConfig = { - event: "user.created", -} -``` - -### Scheduled Job - -```ts title="src/jobs/run-daily.ts" highlights={[["7"], ["8"]]} -import { MedusaContainer } from "@medusajs/framework/types" -import { createProductWorkflow } from "../workflows/create-product" - -export default async function myCustomJob( - container: MedusaContainer -) { - const { result } = await createProductWorkflow(container) - .run() - - console.log(result) -} - -export const config = { - name: "run-once-a-day", - schedule: `0 0 * * *`, -} -``` - -Learn more about workflows in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). - -*** - - -# 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). - -*** - - # Pricing Module In this section of the documentation, you will find resources to learn more about the Pricing Module and how to use it in your application. @@ -20334,7 +20188,7 @@ Learn more about why modules are isolated in [this documentation](https://docs.m ## Pricing Features - [Price Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/concepts/index.html.md): Store and manage prices of a resource, such as a product or a variant. -- [Advanced Rule Engine](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-rules/index.html.md): Create prices with custom rules to condition prices based on different contexts. +- [Advanced Rule Engine](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-rules/index.html.md): Create prices with tiers and custom rules to condition prices based on different contexts. - [Price Lists](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/concepts#price-list/index.html.md): Group prices and apply them only in specific conditions with price lists. - [Price Calculation Strategy](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-calculation/index.html.md): Retrieve the best price in a given context and for the specified rule values. - [Tax-Inclusive Pricing](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/tax-inclusive-pricing/index.html.md): Calculate prices with taxes included in the price, and Medusa will handle calculating the taxes automatically. @@ -20635,6 +20489,154 @@ 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. @@ -20772,297 +20774,6 @@ 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. - -Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/users/index.html.md) to learn how to manage users using the dashboard. - -Medusa has user related features available out-of-the-box through the User 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 User Module. - -Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). - -## User Features - -- [User Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/user/user-creation-flows/index.html.md): Store and manage users in your store. -- [Invite Users](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/user/user-creation-flows#invite-users/index.html.md): Invite users to join your store and manage those invites. - -*** - -## How to Use User 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-user.ts" highlights={highlights} -import { - createWorkflow, - WorkflowResponse, - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { Modules } from "@medusajs/framework/utils" - -const createUserStep = createStep( - "create-user", - async ({}, { container }) => { - const userModuleService = container.resolve(Modules.USER) - - const user = await userModuleService.createUsers({ - email: "user@example.com", - first_name: "John", - last_name: "Smith", - }) - - return new StepResponse({ user }, user.id) - }, - async (userId, { container }) => { - if (!userId) { - return - } - const userModuleService = container.resolve(Modules.USER) - - await userModuleService.deleteUsers([userId]) - } -) - -export const createUserWorkflow = createWorkflow( - "create-user", - () => { - const { user } = createUserStep() - - return new WorkflowResponse({ - user, - }) - } -) -``` - -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 { createUserWorkflow } from "../../workflows/create-user" - -export async function GET( - req: MedusaRequest, - res: MedusaResponse -) { - const { result } = await createUserWorkflow(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 { createUserWorkflow } from "../workflows/create-user" - -export default async function handleUserCreated({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - const { result } = await createUserWorkflow(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 { createUserWorkflow } from "../workflows/create-user" - -export default async function myCustomJob( - container: MedusaContainer -) { - const { result } = await createUserWorkflow(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 User Module - -The User Module accepts options for further configurations. Refer to [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/user/module-options/index.html.md) for details on the module's options. - -*** - - # Store Module In this section of the documentation, you will find resources to learn more about the Store Module and how to use it in your application. @@ -21232,6 +20943,297 @@ The associated token is no longer usable or verifiable. To verify a token received as an input or in a request, use the [authenticate method of the module’s main service](https://docs.medusajs.com/references/api-key/authenticate/index.html.md) which validates the token against all non-expired tokens. +# 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. + +Refer to the [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/users/index.html.md) to learn how to manage users using the dashboard. + +Medusa has user related features available out-of-the-box through the User 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 User Module. + +Learn more about why modules are isolated in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/isolation/index.html.md). + +## User Features + +- [User Management](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/user/user-creation-flows/index.html.md): Store and manage users in your store. +- [Invite Users](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/user/user-creation-flows#invite-users/index.html.md): Invite users to join your store and manage those invites. + +*** + +## How to Use User 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-user.ts" highlights={highlights} +import { + createWorkflow, + WorkflowResponse, + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { Modules } from "@medusajs/framework/utils" + +const createUserStep = createStep( + "create-user", + async ({}, { container }) => { + const userModuleService = container.resolve(Modules.USER) + + const user = await userModuleService.createUsers({ + email: "user@example.com", + first_name: "John", + last_name: "Smith", + }) + + return new StepResponse({ user }, user.id) + }, + async (userId, { container }) => { + if (!userId) { + return + } + const userModuleService = container.resolve(Modules.USER) + + await userModuleService.deleteUsers([userId]) + } +) + +export const createUserWorkflow = createWorkflow( + "create-user", + () => { + const { user } = createUserStep() + + return new WorkflowResponse({ + user, + }) + } +) +``` + +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 { createUserWorkflow } from "../../workflows/create-user" + +export async function GET( + req: MedusaRequest, + res: MedusaResponse +) { + const { result } = await createUserWorkflow(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 { createUserWorkflow } from "../workflows/create-user" + +export default async function handleUserCreated({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + const { result } = await createUserWorkflow(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 { createUserWorkflow } from "../workflows/create-user" + +export default async function myCustomJob( + container: MedusaContainer +) { + const { result } = await createUserWorkflow(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 User Module + +The User Module accepts options for further configurations. Refer to [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/user/module-options/index.html.md) for details on the module's options. + +*** + + +# 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. + +*** + + # Links between API Key Module and Other Modules This document showcases the module links defined between the API Key Module and other Commerce Modules. @@ -21330,6 +21332,75 @@ createRemoteLinkStep({ ``` +# 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). + + # 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. @@ -21532,75 +21603,6 @@ In the example above, you use the `emailpass` provider, so you have to pass an o If the returned `success` property is `true`, the password has reset successfully. -# Auth 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. @@ -22386,72 +22388,6 @@ In the workflow, you: You can use this workflow when deleting a manager, such as in an API route. -# 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). @@ -22566,6 +22502,329 @@ The page shows the user password fields to enter their new password, then submit - [Storefront Guide: Reset Customer Password](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/reset-password/index.html.md) +# 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). + + +# 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 Currency Module and Other Modules + +This document showcases the module links defined between the Currency Module and other Commerce Modules. + +## Summary + +The Currency Module has the following links to other modules: + +Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. + +|First Data Model|Second Data Model|Type|Description| +|---|---|---|---| +| in ||Read-only - has one|| + +*** + +## Store Module + +The Store Module has a `Currency` data model that stores the supported currencies of a store. However, these currencies don't hold all the details of a currency, such as its name or symbol. + +Instead, Medusa defines a read-only link between the [Store Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/store/index.html.md)'s `StoreCurrency` data model and the Currency Module's `Currency` data model. Because the link is read-only from the `Store`'s side, you can only retrieve the details of a store's supported currencies, and not the other way around. + +### Retrieve with Query + +To retrieve the details of a store's currencies with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `supported_currencies.currency.*` in `fields`: + +### query.graph + +```ts +const { data: stores } = await query.graph({ + entity: "store", + fields: [ + "supported_currencies.currency.*", + ], +}) + +// stores[0].supported_currencies[0].currency +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: stores } = useQueryGraphStep({ + entity: "store", + fields: [ + "supported_currencies.currency.*", + ], +}) + +// stores[0].supported_currencies[0].currency +``` + + +# 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 +``` + + # Cart Concepts In this document, you’ll get an overview of the main concepts of a cart. @@ -23235,311 +23494,6 @@ await cartModuleService.setLineItemTaxLines( ``` -# Links between Currency Module and Other Modules - -This document showcases the module links defined between the Currency Module and other Commerce Modules. - -## Summary - -The Currency Module has the following links to other modules: - -Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. - -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -| in ||Read-only - has one|| - -*** - -## Store Module - -The Store Module has a `Currency` data model that stores the supported currencies of a store. However, these currencies don't hold all the details of a currency, such as its name or symbol. - -Instead, Medusa defines a read-only link between the [Store Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/store/index.html.md)'s `StoreCurrency` data model and the Currency Module's `Currency` data model. Because the link is read-only from the `Store`'s side, you can only retrieve the details of a store's supported currencies, and not the other way around. - -### Retrieve with Query - -To retrieve the details of a store's currencies with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `supported_currencies.currency.*` in `fields`: - -### query.graph - -```ts -const { data: stores } = await query.graph({ - entity: "store", - fields: [ - "supported_currencies.currency.*", - ], -}) - -// stores[0].supported_currencies[0].currency -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: stores } = useQueryGraphStep({ - entity: "store", - fields: [ - "supported_currencies.currency.*", - ], -}) - -// stores[0].supported_currencies[0].currency -``` - - -# 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 -``` - - -# Fulfillment Concepts - -In this document, you’ll learn about some basic fulfillment concepts. - -## Fulfillment Set - -A fulfillment set is a general form or way of fulfillment. For example, shipping is a form of fulfillment, and pick-up is another form of fulfillment. Each of these can be created as fulfillment sets. - -A fulfillment set is represented by the [FulfillmentSet data model](https://docs.medusajs.com/references/fulfillment/models/FulfillmentSet/index.html.md). All other configurations, options, and management features are related to a fulfillment set, in one way or another. - -```ts -const fulfillmentSets = await fulfillmentModuleService.createFulfillmentSets( - [ - { - name: "Shipping", - type: "shipping", - }, - { - name: "Pick-up", - type: "pick-up", - }, - ] -) -``` - -*** - -## Service Zone - -A service zone is a collection of geographical zones or areas. It’s used to restrict available shipping options to a defined set of locations. - -A service zone is represented by the [ServiceZone data model](https://docs.medusajs.com/references/fulfillment/models/ServiceZone/index.html.md). It’s associated with a fulfillment set, as each service zone is specific to a form of fulfillment. For example, if a customer chooses to pick up items, you can restrict the available shipping options based on their location. - -![A diagram showcasing the relation between fulfillment sets, service zones, and geo zones](https://res.cloudinary.com/dza7lstvk/image/upload/v1712329770/Medusa%20Resources/service-zone_awmvfs.jpg) - -A service zone can have multiple geographical zones, each represented by the [GeoZone data model](https://docs.medusajs.com/references/fulfillment/models/GeoZone/index.html.md). It holds location-related details to narrow down supported areas, such as country, city, or province code. - -The province code is always in lower-case and in [ISO 3166-2 format](https://en.wikipedia.org/wiki/ISO_3166-2). - -*** - -## Shipping Profile - -A shipping profile defines a type of items that are shipped in a similar manner. For example, a `default` shipping profile is used for all item types, but the `digital` shipping profile is used for digital items that aren’t shipped and delivered conventionally. - -A shipping profile is represented by the [ShippingProfile data model](https://docs.medusajs.com/references/fulfillment/models/ShippingProfile/index.html.md). It only defines the profile’s details, but it’s associated with the shipping options available for the item type. - - # Fulfillment Module Provider In this document, you’ll learn what a fulfillment module provider is. @@ -23620,6 +23574,54 @@ The `Fulfillment` data model has three properties to keep track of the current s - `delivered_at`: The date the fulfillment was delivered. If set, then the fulfillment has been delivered. +# Fulfillment Concepts + +In this document, you’ll learn about some basic fulfillment concepts. + +## Fulfillment Set + +A fulfillment set is a general form or way of fulfillment. For example, shipping is a form of fulfillment, and pick-up is another form of fulfillment. Each of these can be created as fulfillment sets. + +A fulfillment set is represented by the [FulfillmentSet data model](https://docs.medusajs.com/references/fulfillment/models/FulfillmentSet/index.html.md). All other configurations, options, and management features are related to a fulfillment set, in one way or another. + +```ts +const fulfillmentSets = await fulfillmentModuleService.createFulfillmentSets( + [ + { + name: "Shipping", + type: "shipping", + }, + { + name: "Pick-up", + type: "pick-up", + }, + ] +) +``` + +*** + +## Service Zone + +A service zone is a collection of geographical zones or areas. It’s used to restrict available shipping options to a defined set of locations. + +A service zone is represented by the [ServiceZone data model](https://docs.medusajs.com/references/fulfillment/models/ServiceZone/index.html.md). It’s associated with a fulfillment set, as each service zone is specific to a form of fulfillment. For example, if a customer chooses to pick up items, you can restrict the available shipping options based on their location. + +![A diagram showcasing the relation between fulfillment sets, service zones, and geo zones](https://res.cloudinary.com/dza7lstvk/image/upload/v1712329770/Medusa%20Resources/service-zone_awmvfs.jpg) + +A service zone can have multiple geographical zones, each represented by the [GeoZone data model](https://docs.medusajs.com/references/fulfillment/models/GeoZone/index.html.md). It holds location-related details to narrow down supported areas, such as country, city, or province code. + +The province code is always in lower-case and in [ISO 3166-2 format](https://en.wikipedia.org/wiki/ISO_3166-2). + +*** + +## Shipping Profile + +A shipping profile defines a type of items that are shipped in a similar manner. For example, a `default` shipping profile is used for all item types, but the `digital` shipping profile is used for digital items that aren’t shipped and delivered conventionally. + +A shipping profile is represented by the [ShippingProfile data model](https://docs.medusajs.com/references/fulfillment/models/ShippingProfile/index.html.md). It only defines the profile’s details, but it’s associated with the shipping options available for the item type. + + # Links between Fulfillment Module and Other Modules This document showcases the module links defined between the Fulfillment Module and other Commerce Modules. @@ -23980,6 +23982,51 @@ createRemoteLinkStep({ ``` +# Fulfillment Module Options + +In this document, you'll learn about the options of the Fulfillment Module. + +## providers + +The `providers` option is an array of fulfillment module providers. + +When the Medusa application starts, these providers are registered and can be used to process fulfillments. + +For example: + +```ts title="medusa-config.ts" +import { Modules } from "@medusajs/framework/utils" + +// ... + +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "@medusajs/medusa/fulfillment", + options: { + providers: [ + { + resolve: `@medusajs/medusa/fulfillment-manual`, + id: "manual", + options: { + // provider options... + }, + }, + ], + }, + }, + ], +}) +``` + +The `providers` option is an array of objects that accept the following properties: + +- `resolve`: A string indicating either the package name of the module provider or the path to it relative to the `src` directory. +- `id`: A string indicating the provider's unique name or ID. +- `options`: An optional object of the module provider's options. + + # Shipping Option In this document, you’ll learn about shipping options and their rules. @@ -24048,51 +24095,6 @@ 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. -# Fulfillment Module Options - -In this document, you'll learn about the options of the Fulfillment Module. - -## providers - -The `providers` option is an array of fulfillment module providers. - -When the Medusa application starts, these providers are registered and can be used to process fulfillments. - -For example: - -```ts title="medusa-config.ts" -import { Modules } from "@medusajs/framework/utils" - -// ... - -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "@medusajs/medusa/fulfillment", - options: { - providers: [ - { - resolve: `@medusajs/medusa/fulfillment-manual`, - id: "manual", - options: { - // provider options... - }, - }, - ], - }, - }, - ], -}) -``` - -The `providers` option is an array of objects that accept the following properties: - -- `resolve`: A string indicating either the package name of the module provider or the path to it relative to the `src` directory. -- `id`: A string indicating the provider's unique name or ID. -- `options`: An optional object of the module provider's options. - - # Inventory Concepts In this document, you’ll learn about the main concepts in the Inventory Module, and how data is stored and related. @@ -24136,67 +24138,6 @@ A reservation item, represented by the [ReservationItem](https://docs.medusajs.c The reserved quantity is associated with a location, so it has a similar relation to that of the `InventoryLevel` with the Stock Location Module. -# 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 Kits In this guide, you'll learn how inventory kits can be used in the Medusa application to support use cases like multi-part products, bundled products, and shared inventory across products. @@ -24585,6 +24526,67 @@ 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. @@ -25792,1046 +25794,6 @@ The `OrderTransaction` data model has two properties that determine which data m - `reference_id`: indicates the ID of the record in the table. For example, `pay_123`. -# 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) - - -# 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. - - -# 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. - - -# Links between Region Module and Other Modules - -This document showcases the module links defined between the Region Module and other Commerce Modules. - -## Summary - -The Region Module has the following links to other modules: - -Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. - -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -| in ||Read-only - has one|| -| in ||Read-only - has one|| -|| in |Stored - many-to-many|| - -*** - -## Cart Module - -Medusa defines a read-only link between the [Cart Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/index.html.md)'s `Cart` data model and the `Region` data model. Because the link is read-only from the `Cart`'s side, you can only retrieve the region of a cart, and not the other way around. - -### Retrieve with Query - -To retrieve the region of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `region.*` in `fields`: - -### query.graph - -```ts -const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "region.*", - ], -}) - -// carts[0].region -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields: [ - "region.*", - ], -}) - -// carts[0].region -``` - -*** - -## Order Module - -Medusa defines a read-only link between the [Order Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/index.html.md)'s `Order` data model and the `Region` data model. Because the link is read-only from the `Order`'s side, you can only retrieve the region of an order, and not the other way around. - -### Retrieve with Query - -To retrieve the region of an order with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `region.*` in `fields`: - -### query.graph - -```ts -const { data: orders } = await query.graph({ - entity: "order", - fields: [ - "region.*", - ], -}) - -// orders[0].region -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: orders } = useQueryGraphStep({ - entity: "order", - fields: [ - "region.*", - ], -}) - -// orders[0].region -``` - -*** - -## Payment Module - -You can specify for each region which payment providers are available for use. - -Medusa defines a module link between the `PaymentProvider` and the `Region` data models. - -![A diagram showcasing an example of how resources from the Payment and Region modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1711569520/Medusa%20Resources/payment-region_jyo2dz.jpg) - -### Retrieve with Query - -To retrieve the payment providers of a region with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `payment_providers.*` in `fields`: - -### query.graph - -```ts -const { data: regions } = await query.graph({ - entity: "region", - fields: [ - "payment_providers.*", - ], -}) - -// regions[0].payment_providers -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: regions } = useQueryGraphStep({ - entity: "region", - fields: [ - "payment_providers.*", - ], -}) - -// regions[0].payment_providers -``` - -### Manage with Link - -To manage the payment providers in a region, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.REGION]: { - region_id: "reg_123", - }, - [Modules.PAYMENT]: { - payment_provider_id: "pp_stripe_stripe", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.REGION]: { - region_id: "reg_123", - }, - [Modules.PAYMENT]: { - payment_provider_id: "pp_stripe_stripe", - }, -}) -``` - - -# Configure Selling Products - -In this guide, you'll learn how to set up and configure your products based on their shipping and inventory requirements, the product type, how you want to sell them, or your commerce ecosystem. - -The concepts in this guide are applicable starting from Medusa v2.5.1. - -## Scenario - -Businesses can have different selling requirements: - -1. They may sell physical or digital items. -2. They may sell items that don't require shipping or inventory management, such as selling digital products, services, or booking appointments. -3. They may sell items whose inventory is managed by an external system, such as an ERP. - -Medusa supports these different selling requirements by allowing you to configure shipping and inventory requirements for products and their variants. This guide explains how these configurations work, then provides examples of setting up different use cases. - -*** - -## Configuring Shipping Requirements - -The Medusa application defines a link between the `Product` data model and a [ShippingProfile](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/concepts#shipping-profile/index.html.md) in the [Fulfillment Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/index.html.md), allowing you to associate a product with a shipping profile. - -When a product is associated with a shipping profile, its variants require shipping and fulfillment when purchased. This is useful for physical products or digital products that require custom fulfillment. - -If a product doesn't have an associated shipping profile, its variants don't require shipping and fulfillment when purchased. This is useful for digital products, for example, that don't require shipping. - -### Overriding Shipping Requirements for Variants - -A product variant whose inventory is managed by Medusa (its `manage_inventory` property is enabled) has an [inventory item](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/inventory/concepts#inventoryitem/index.html.md). The inventory item has a `requires_shipping` property that can be used to override its shipping requirement. This is useful if the product has an associated shipping profile but you want to disable shipping for a specific variant, or vice versa. - -Learn more about product variant's inventory in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/variant-inventory/index.html.md). - -When a product variant is purchased, the Medusa application decides whether the purchased item requires shipping in the following order: - -1. The product variant has an inventory item. In this case, the Medusa application uses the inventory item's `requires_shipping` property to determine if the item requires shipping. -2. If the product variant doesn't have an inventory item, the Medusa application checks whether the product has an associated shipping profile to determine if the item requires shipping. - -*** - -## Use Case Examples - -By combining configurations of shipment requirements and inventory management, you can set up your products to support your use case: - -|Use Case|Configurations|Example| -|---|---|---|---|---| -|Item that's shipped on purchase, and its variant inventory is managed by the Medusa application.||Any stock-kept item (clothing, for example), whose inventory is managed in the Medusa application.| -|Item that's shipped on purchase, but its variant inventory is managed externally (not by Medusa) or it has infinite stock.||Any stock-kept item (clothing, for example), whose inventory is managed in an ERP or has infinite stock.| -|Item that's not shipped on purchase, but its variant inventory is managed by Medusa.||Digital products, such as licenses, that don't require shipping but have a limited quantity.| -|Item that doesn't require shipping and its variant inventory isn't managed by Medusa.||| - - # Links between Product Module and Other Modules This document showcases the module links defined between the Product Module and other Commerce Modules. @@ -27345,6 +26307,2245 @@ The following guides provide more details on inventory management in the Medusa - [Storefront guide: how to retrieve a product variant's inventory details](https://docs.medusajs.com/resources/storefront-development/products/inventory/index.html.md). +# Configure Selling Products + +In this guide, you'll learn how to set up and configure your products based on their shipping and inventory requirements, the product type, how you want to sell them, or your commerce ecosystem. + +The concepts in this guide are applicable starting from Medusa v2.5.1. + +## Scenario + +Businesses can have different selling requirements: + +1. They may sell physical or digital items. +2. They may sell items that don't require shipping or inventory management, such as selling digital products, services, or booking appointments. +3. They may sell items whose inventory is managed by an external system, such as an ERP. + +Medusa supports these different selling requirements by allowing you to configure shipping and inventory requirements for products and their variants. This guide explains how these configurations work, then provides examples of setting up different use cases. + +*** + +## Configuring Shipping Requirements + +The Medusa application defines a link between the `Product` data model and a [ShippingProfile](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/concepts#shipping-profile/index.html.md) in the [Fulfillment Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/fulfillment/index.html.md), allowing you to associate a product with a shipping profile. + +When a product is associated with a shipping profile, its variants require shipping and fulfillment when purchased. This is useful for physical products or digital products that require custom fulfillment. + +If a product doesn't have an associated shipping profile, its variants don't require shipping and fulfillment when purchased. This is useful for digital products, for example, that don't require shipping. + +### Overriding Shipping Requirements for Variants + +A product variant whose inventory is managed by Medusa (its `manage_inventory` property is enabled) has an [inventory item](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/inventory/concepts#inventoryitem/index.html.md). The inventory item has a `requires_shipping` property that can be used to override its shipping requirement. This is useful if the product has an associated shipping profile but you want to disable shipping for a specific variant, or vice versa. + +Learn more about product variant's inventory in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/variant-inventory/index.html.md). + +When a product variant is purchased, the Medusa application decides whether the purchased item requires shipping in the following order: + +1. The product variant has an inventory item. In this case, the Medusa application uses the inventory item's `requires_shipping` property to determine if the item requires shipping. +2. If the product variant doesn't have an inventory item, the Medusa application checks whether the product has an associated shipping profile to determine if the item requires shipping. + +*** + +## Use Case Examples + +By combining configurations of shipment requirements and inventory management, you can set up your products to support your use case: + +|Use Case|Configurations|Example| +|---|---|---|---|---| +|Item that's shipped on purchase, and its variant inventory is managed by the Medusa application.||Any stock-kept item (clothing, for example), whose inventory is managed in the Medusa application.| +|Item that's shipped on purchase, but its variant inventory is managed externally (not by Medusa) or it has infinite stock.||Any stock-kept item (clothing, for example), whose inventory is managed in an ERP or has infinite stock.| +|Item that's not shipped on purchase, but its variant inventory is managed by Medusa.||Digital products, such as licenses, that don't require shipping but have a limited quantity.| +|Item that doesn't require shipping and its variant inventory isn't managed by Medusa.||| + + +# 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). + + +# 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 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. + + +# 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", + }, +}) +``` + + +# Accept Payment Flow + +In this document, you’ll learn how to implement an accept-payment flow using workflows or the Payment Module's main service. + +It's highly recommended to use Medusa's workflows to implement this flow. Use the Payment Module's main service for more complex cases. + +For a guide on how to implement this flow in the storefront, check out [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/checkout/payment/index.html.md). + +## Flow Overview + +![A diagram showcasing the payment flow's steps](https://res.cloudinary.com/dza7lstvk/image/upload/v1711566781/Medusa%20Resources/payment-flow_jblrvw.jpg) + +*** + +## 1. Create a Payment Collection + +A payment collection holds all details related to a resource’s payment operations. So, you start off by creating a payment collection. + +For example: + +### Using Workflow + +```ts +import { createPaymentCollectionForCartWorkflow } from "@medusajs/medusa/core-flows" + +// ... + +await createPaymentCollectionForCartWorkflow(req.scope) + .run({ + input: { + cart_id: "cart_123", + }, + }) +``` + +### Using Service + +```ts +const paymentCollection = + await paymentModuleService.createPaymentCollections({ + currency_code: "usd", + amount: 5000, + }) +``` + +*** + +## 2. Create Payment Sessions + +The payment collection has one or more payment sessions, each being a payment amount to be authorized by a payment provider. + +So, after creating the payment collection, create at least one payment session for a provider. + +For example: + +### Using Workflow + +```ts +import { createPaymentSessionsWorkflow } from "@medusajs/medusa/core-flows" + +// ... + +const { result: paymentSesion } = await createPaymentSessionsWorkflow(req.scope) + .run({ + input: { + payment_collection_id: "paycol_123", + provider_id: "stripe", + }, + }) +``` + +### Using Service + +```ts +const paymentSession = + await paymentModuleService.createPaymentSession( + paymentCollection.id, + { + provider_id: "stripe", + currency_code: "usd", + amount: 5000, + data: { + // any necessary data for the + // payment provider + }, + } + ) +``` + +*** + +## 3. Authorize Payment Session + +Once the customer chooses a payment session, start the authorization process. This may involve some action performed by the third-party payment provider, such as entering a 3DS code. + +For example: + +### Using Step + +```ts +import { authorizePaymentSessionStep } from "@medusajs/medusa/core-flows" + +// ... + +authorizePaymentSessionStep({ + id: "payses_123", + context: {}, +}) +``` + +### Using Service + +```ts +const payment = authorizePaymentSessionStep({ + id: "payses_123", + context: {}, +}) +``` + +When the payment authorization is successful, a payment is created and returned. + +### Handling Additional Action + +If you used the `authorizePaymentSessionStep`, you don't need to implement this logic as it's implemented in the step. + +If the payment authorization isn’t successful, whether because it requires additional action or for another reason, the method updates the payment session with the new status and throws an error. + +In that case, you can catch that error and, if the session's `status` property is `requires_more`, handle the additional action, then retry the authorization. + +For example: + +```ts +try { + const payment = + await paymentModuleService.authorizePaymentSession( + paymentSession.id, + {} + ) +} catch (e) { + // retrieve the payment session again + const updatedPaymentSession = ( + await paymentModuleService.listPaymentSessions({ + id: [paymentSession.id], + }) + )[0] + + if (updatedPaymentSession.status === "requires_more") { + // TODO perform required action + // TODO authorize payment again. + } +} +``` + +*** + +## 4. Payment Flow Complete + +The payment flow is complete once the payment session is authorized and the payment is created. + +You can then: + +- Capture the payment either using the [capturePaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/capturePaymentWorkflow/index.html.md) or [capturePayment method](https://docs.medusajs.com/references/payment/capturePayment/index.html.md). +- Refund captured amounts using the [refundPaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/refundPaymentWorkflow/index.html.md) or [refundPayment method](https://docs.medusajs.com/references/payment/refundPayment/index.html.md). + +Some payment providers allow capturing the payment automatically once it’s authorized. In that case, you don’t need to do it manually. + + +# Payment Module Provider + +In this document, you’ll learn what a payment module provider is. + +Refer to this [Medusa Admin User Guide](https://docs.medusajs.com/user-guide/settings/regions/index.html.md) to learn how to manage the payment providers available in a region using the dashboard. + +## What's a Payment Module Provider? + +A payment module provider registers a payment provider that handles payment processing in the Medusa application. It integrates third-party payment providers, such as Stripe. + +To authorize a payment amount with a payment provider, a payment session is created and associated with that payment provider. The payment provider is then used to handle the authorization. + +After the payment session is authorized, the payment provider is associated with the resulting payment and handles its payment processing, such as to capture or refund payment. + +### List of Payment Module Providers + +- [Stripe](https://docs.medusajs.com/commerce-modules/payment/payment-provider/stripe/index.html.md) + +*** + +## System Payment Provider + +The Payment Module provides a `system` payment provider that acts as a placeholder payment provider. + +It doesn’t handle payment processing and delegates that to the merchant. It acts similarly to a cash-on-delivery (COD) payment method. + +*** + +## How are Payment Providers Created? + +A payment provider is a module whose main service extends the `AbstractPaymentProvider` imported from `@medusajs/framework/utils`. + +Refer to [this guide](https://docs.medusajs.com/references/payment/provider/index.html.md) on how to create a payment provider for the Payment Module. + +*** + +## Configure Payment Providers + +The Payment Module accepts a `providers` option that allows you to register providers in your application. + +Learn more about this option in [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/module-options#providers/index.html.md). + +*** + +## PaymentProvider Data Model + +When the Medusa application starts and registers the payment providers, it also creates a record of the `PaymentProvider` data model if none exists. + +This data model is used to reference a payment provider and determine whether it’s installed in the application. + + +# Payment Session + +In this document, you’ll learn what a payment session is. + +## What's a Payment Session? + +A payment session, represented by the [PaymentSession data model](https://docs.medusajs.com/references/payment/models/PaymentSession/index.html.md), is a payment amount to be authorized. It’s associated with a payment provider that handles authorizing it. + +A payment collection can have multiple payment sessions. Using this feature, you can implement payment in installments or payments using multiple providers. + +![Diagram showcasing how every payment session has a different payment provider](https://res.cloudinary.com/dza7lstvk/image/upload/v1711565056/Medusa%20Resources/payment-session-provider_guxzqt.jpg) + +*** + +## data Property + +Payment providers may need additional data to process the payment later. The `PaymentSession` data model has a `data` property used to store that data. + +For example, the customer's ID in Stripe is stored in the `data` property. + +*** + +## Payment Session Status + +The `status` property of a payment session indicates its current status. Its value can be: + +- `pending`: The payment session is awaiting authorization. +- `requires_more`: The payment session requires an action before it’s authorized. For example, to enter a 3DS code. +- `authorized`: The payment session is authorized. +- `error`: An error occurred while authorizing the payment. +- `canceled`: The authorization of the payment session has been canceled. + + +# Webhook Events + +In this document, you’ll learn how the Payment Module supports listening to webhook events. + +## What's a Webhook Event? + +A webhook event is sent from a third-party payment provider to your application. It indicates a change in a payment’s status. + +This is useful in many cases such as when a payment is being processed asynchronously or when a request is interrupted and the payment provider is sending details on the process later. + +*** + +## getWebhookActionAndData Method + +The Payment Module’s main service has a [getWebhookActionAndData method](https://docs.medusajs.com/references/payment/getWebhookActionAndData/index.html.md) used to handle incoming webhook events from third-party payment services. The method delegates the handling to the associated payment provider, which returns the event's details. + +Medusa implements a webhook listener route at the `/hooks/payment/[identifier]_[provider]` API route, where: + +- `[identifier]` is the `identifier` static property defined in the payment provider. For example, `stripe`. +- `[provider]` is the ID of the provider. For example, `stripe`. + +For example, when integrating basic Stripe payments with the [Stripe Module Provider](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/payment/payment-provider/stripe/index.html.md), the webhook listener route is `/hooks/payment/stripe_stripe`. If you're integrating Stripe's Bancontact payments, the webhook listener route is `/hooks/payment/stripe-bancontact_stripe`. + +Use that webhook listener in your third-party payment provider's configurations. + +![A diagram showcasing the steps of how the getWebhookActionAndData method words](https://res.cloudinary.com/dza7lstvk/image/upload/v1711567415/Medusa%20Resources/payment-webhook_seaocg.jpg) + +If the event's details indicate that the payment should be authorized, then the [authorizePaymentSession method of the main service](https://docs.medusajs.com/references/payment/authorizePaymentSession/index.html.md) is executed on the specified payment session. + +If the event's details indicate that the payment should be captured, then the [capturePayment method of the main service](https://docs.medusajs.com/references/payment/capturePayment/index.html.md) is executed on the payment of the specified payment session. + +### Actions After Webhook Payment Processing + +After the payment webhook actions are processed and the payment is authorized or captured, the Medusa application completes the cart associated with the payment's collection if it's not completed yet. + + +# 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 Region Module and Other Modules + +This document showcases the module links defined between the Region Module and other Commerce Modules. + +## Summary + +The Region Module has the following links to other modules: + +Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. + +|First Data Model|Second Data Model|Type|Description| +|---|---|---|---| +| in ||Read-only - has one|| +| in ||Read-only - has one|| +|| in |Stored - many-to-many|| + +*** + +## Cart Module + +Medusa defines a read-only link between the [Cart Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/cart/index.html.md)'s `Cart` data model and the `Region` data model. Because the link is read-only from the `Cart`'s side, you can only retrieve the region of a cart, and not the other way around. + +### Retrieve with Query + +To retrieve the region of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `region.*` in `fields`: + +### query.graph + +```ts +const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "region.*", + ], +}) + +// carts[0].region +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields: [ + "region.*", + ], +}) + +// carts[0].region +``` + +*** + +## Order Module + +Medusa defines a read-only link between the [Order Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/order/index.html.md)'s `Order` data model and the `Region` data model. Because the link is read-only from the `Order`'s side, you can only retrieve the region of an order, and not the other way around. + +### Retrieve with Query + +To retrieve the region of an order with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `region.*` in `fields`: + +### query.graph + +```ts +const { data: orders } = await query.graph({ + entity: "order", + fields: [ + "region.*", + ], +}) + +// orders[0].region +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: orders } = useQueryGraphStep({ + entity: "order", + fields: [ + "region.*", + ], +}) + +// orders[0].region +``` + +*** + +## Payment Module + +You can specify for each region which payment providers are available for use. + +Medusa defines a module link between the `PaymentProvider` and the `Region` data models. + +![A diagram showcasing an example of how resources from the Payment and Region modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1711569520/Medusa%20Resources/payment-region_jyo2dz.jpg) + +### Retrieve with Query + +To retrieve the payment providers of a region with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `payment_providers.*` in `fields`: + +### query.graph + +```ts +const { data: regions } = await query.graph({ + entity: "region", + fields: [ + "payment_providers.*", + ], +}) + +// regions[0].payment_providers +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: regions } = useQueryGraphStep({ + entity: "region", + fields: [ + "payment_providers.*", + ], +}) + +// regions[0].payment_providers +``` + +### Manage with Link + +To manage the payment providers in a region, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.REGION]: { + region_id: "reg_123", + }, + [Modules.PAYMENT]: { + payment_provider_id: "pp_stripe_stripe", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.REGION]: { + region_id: "reg_123", + }, + [Modules.PAYMENT]: { + payment_provider_id: "pp_stripe_stripe", + }, +}) +``` + + +# Links between 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", + }, + }, + { + amount: 200, + currency_code: "EUR", + min_quantity: 100, + } + ], +}) +``` + +### 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 + +### Tiered Pricing Selection + +### Code + +```ts +const price = await pricingModuleService.calculatePrices( + { id: [priceSet.id] }, + { + context: { + cart: { + items: [ + { + id: "item_1", + quantity: 200, + // assuming the price set belongs to this variant + variant_id: "variant_1", + // ... + } + ], + // ... + } + } + } +) +``` + +### 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 + + +# Price Tiers and Rules + +In this Pricing Module guide, you'll learn about tired prices, price rules for price sets and price lists, and how to add rules to a price. + +## Tiered Pricing + +Each price, represented by the [Price data model](https://docs.medusajs.com/references/pricing/models/Price/index.html.md), has two optional properties that can be used to create tiered prices: + +- `min_quantity`: The minimum quantity that must be in the cart for the price to be applied. +- `max_quantity`: The maximum quantity that can be in the cart for the price to be applied. + +This is useful to set tiered pricing for resources like product variants and shipping options. + +For example, you can set a variant's price to: + +- `$10` by default. +- `$8` when the customer adds `10` or more of the variant to the cart. +- `$6` when the customer adds `20` or more of the variant to the cart. + +These price definitions would look like this: + +```json title="Example Prices" +[ + // default price + { + "amount": 10, + "currency_code": "usd", + }, + { + "amount": 8, + "currency_code": "usd", + "min_quantity": 10, + "max_quantity": 19, + }, + { + "amount": 6, + "currency_code": "usd", + "min_quantity": 20, + }, +], +``` + +### How to Create Tiered Prices? + +When you create prices, you can specify a `min_quantity` and `max_quantity` for each price. This allows you to create tiered pricing, where the price changes based on the quantity of items in the cart. + +For example: + +For most use cases where you're building customizations in the Medusa application, it's highly recommended to use [Medusa's workflows](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/medusa-workflows-reference/index.html.md) rather than using the Pricing Module directly. Medusa's workflows already implement extensive functionalities that you can re-use in your custom flows, with reliable roll-back mechanism. + +### Using Medusa Workflows + +```ts highlights={tieredPricingHighlights} +const { result } = await createProductsWorkflow(container) + .run({ + input: { + products: [{ + variants: [{ + id: "variant_1", + prices: [ + // default price + { + amount: 10, + currency_code: "usd", + }, + { + amount: 8, + currency_code: "usd", + min_quantity: 10, + max_quantity: 19, + }, + { + amount: 6, + currency_code: "usd", + min_quantity: 20, + }, + ], + // ... + }] + }], + // ... + } + }) +``` + +### Using the Pricing Module + +```ts +const priceSet = await pricingModule.addPrices({ + priceSetId: "pset_1", + prices: [ + // default price + { + amount: 10, + currency_code: "usd", + }, + // tiered prices + { + amount: 8, + currency_code: "usd", + min_quantity: 10, + max_quantity: 19, + }, + { + amount: 6, + currency_code: "usd", + min_quantity: 20, + }, + ], +}) +``` + +In this example, you create a product with a variant whose default price is `$10`. You also add two tiered prices that set the price to `$8` when the quantity is between `10` and `19`, and to `$6` when the quantity is `20` or more. + +### How are Tiered Prices 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 the cart's items as a context when choosing the best price to apply. + +For example, consider the customer added the `variant_1` product variant (created in the workflow snippet of the [above section](#how-to-create-tiered-prices)) to their cart with a quantity of `15`. + +The price calculation mechanism will choose the second price, which is `$8`, because the quantity of `15` is between `10` and `19`. + +If there are other rules applied to the price, they may affect the price calculation. Keep reading to learn about other price rules, and refer to the [Price Calculation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/pricing/price-calculation/index.html.md) guide for more details on the calculation mechanism. + +*** + +## Price Rule + +You can also restrict prices by advanced rules, such as a customer's group, zip code, or a cart's total. + +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 Create Prices with Rules? + +When you create prices, you can specify rules for each price. This allows you to create complex pricing strategies based on different contexts. + +For example: + +For most use cases where you're building customizations in the Medusa application, it's highly recommended to use [Medusa's workflows](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/medusa-workflows-reference/index.html.md) rather than using the Pricing Module directly. Medusa's workflows already implement extensive functionalities that you can re-use in your custom flows, with reliable roll-back mechanism. + +### Using Medusa Workflows + +```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, + }, + }, + }, + ], + }], + }) +``` + +### Using the Pricing Module + +```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 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. + +### 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 + + +# Publishable API Keys with Sales Channels + +In this document, you’ll learn what publishable API keys are and how to use them with sales channels. + +## Publishable API Keys with Sales Channels + +A publishable API key, provided by the API Key Module, is a client key scoped to one or more sales channels. + +When sending a request to a Store API route, you must pass a publishable API key in the header of the request: + +```bash +curl http://localhost:9000/store/products \ + x-publishable-api-key: {your_publishable_api_key} +``` + +The Medusa application infers the associated sales channels and ensures that only data relevant to the sales channel are used. + +*** + +## How to Create a Publishable API Key? + +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). + +*** + +## Access Sales Channels in Custom Store API Routes + +If you create an API route under the `/store` prefix, you can access the sales channels associated with the request's publishable API key using the `publishable_key_context` property of the request object. + +For example: + +```ts +import { MedusaStoreRequest, MedusaResponse } from "@medusajs/framework/http" +import { getVariantAvailability } from "@medusajs/framework/utils" + +export async function GET( + req: MedusaStoreRequest, + res: MedusaResponse +) { + const query = req.scope.resolve("query") + const sales_channel_ids = req.publishable_key_context.sales_channel_ids + + res.json({ + sales_channel_id: sales_channel_ids[0], + }) +} +``` + +In this example, you retrieve the scope's sales channel IDs using `req.publishable_key_context.sales_channel_ids`, whose value is an array of IDs. + +You can then use these IDs based on your business logic. For example, you can retrieve the sales channels' details using [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md). + +Notice that the request object's type is `MedusaStoreRequest` instead of `MedusaRequest` to ensure the availability of the `publishable_key_context` property. + + +# Links between Sales Channel Module and Other Modules + +This document showcases the module links defined between the Sales Channel Module and other Commerce Modules. + +## Summary + +The Sales Channel 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|| +| in ||Stored - many-to-many|| +|| in |Stored - many-to-many|| + +*** + +## API Key Module + +A publishable API key allows you to easily specify the sales channel scope in a client request. + +Medusa defines a link between the `ApiKey` and the `SalesChannel` data models. + +![A diagram showcasing an example of how resources from the Sales Channel and API Key modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1709812064/Medusa%20Resources/sales-channel-api-key_zmqi2l.jpg) + +### Retrieve with Query + +To retrieve the API keys associated with a sales channel with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `publishable_api_keys.*` in `fields`: + +### query.graph + +```ts +const { data: salesChannels } = await query.graph({ + entity: "sales_channel", + fields: [ + "publishable_api_keys.*", + ], +}) + +// salesChannels[0].publishable_api_keys +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: salesChannels } = useQueryGraphStep({ + entity: "sales_channel", + fields: [ + "publishable_api_keys.*", + ], +}) + +// salesChannels[0].publishable_api_keys +``` + +### Manage with Link + +To manage the sales channels of an API key, 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.API_KEY]: { + publishable_key_id: "apk_123", + }, + [Modules.SALES_CHANNEL]: { + sales_channel_id: "sc_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.API_KEY]: { + publishable_key_id: "apk_123", + }, + [Modules.SALES_CHANNEL]: { + sales_channel_id: "sc_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 `SalesChannel` data model. Because the link is read-only from the `Cart`'s side, you can only retrieve the sales channel of a cart, and not the other way around. + +### Retrieve with Query + +To retrieve the sales channel of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `sales_channel.*` in `fields`: + +### query.graph + +```ts +const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "sales_channel.*", + ], +}) + +// carts[0].sales_channel +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields: [ + "sales_channel.*", + ], +}) + +// carts[0].sales_channel +``` + +*** + +## 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 `SalesChannel` data model. Because the link is read-only from the `Order`'s side, you can only retrieve the sales channel of an order, and not the other way around. + +### Retrieve with Query + +To retrieve the sales channel of an order with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `sales_channel.*` in `fields`: + +### query.graph + +```ts +const { data: orders } = await query.graph({ + entity: "order", + fields: [ + "sales_channel.*", + ], +}) + +// orders.sales_channel +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: orders } = useQueryGraphStep({ + entity: "order", + fields: [ + "sales_channel.*", + ], +}) + +// orders.sales_channel +``` + +*** + +## Product Module + +A product has different availability for different sales channels. Medusa defines a link between the `Product` and the `SalesChannel` data models. + +![A diagram showcasing an example of how resources from the Sales Channel and Product modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1709809833/Medusa%20Resources/product-sales-channel_t848ik.jpg) + +A product can be available in more than one sales channel. You can retrieve only the products of a sales channel. + +### Retrieve with Query + +To retrieve the products of a sales channel with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `products.*` in `fields`: + +### query.graph + +```ts +const { data: salesChannels } = await query.graph({ + entity: "sales_channel", + fields: [ + "products.*", + ], +}) + +// salesChannels[0].products +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: salesChannels } = useQueryGraphStep({ + entity: "sales_channel", + fields: [ + "products.*", + ], +}) + +// salesChannels[0].products +``` + +### Manage with Link + +To manage the sales channels of a product, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): + +### link.create + +```ts +import { Modules } from "@medusajs/framework/utils" + +// ... + +await link.create({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + [Modules.SALES_CHANNEL]: { + sales_channel_id: "sc_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.PRODUCT]: { + product_id: "prod_123", + }, + [Modules.SALES_CHANNEL]: { + sales_channel_id: "sc_123", + }, +}) +``` + +*** + +## Stock Location Module + +A stock location is associated with a sales channel. This scopes inventory quantities associated with that stock location by the associated sales channel. + +Medusa defines a link between the `SalesChannel` and `StockLocation` data models. + +![A diagram showcasing an example of how resources from the Sales Channel and Stock Location modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716796872/Medusa%20Resources/sales-channel-location_cqrih1.jpg) + +### Retrieve with Query + +To retrieve the stock locations of a sales channel with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `stock_locations.*` in `fields`: + +### query.graph + +```ts +const { data: salesChannels } = await query.graph({ + entity: "sales_channel", + fields: [ + "stock_locations.*", + ], +}) + +// salesChannels[0].stock_locations +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: salesChannels } = useQueryGraphStep({ + entity: "sales_channel", + fields: [ + "stock_locations.*", + ], +}) + +// salesChannels[0].stock_locations +``` + +### Manage with Link + +To manage the stock locations of a sales channel, 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.SALES_CHANNEL]: { + sales_channel_id: "sc_123", + }, + [Modules.STOCK_LOCATION]: { + sales_channel_id: "sloc_123", + }, +}) +``` + +### createRemoteLinkStep + +```ts +import { Modules } from "@medusajs/framework/utils" +import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" + +// ... + +createRemoteLinkStep({ + [Modules.SALES_CHANNEL]: { + sales_channel_id: "sc_123", + }, + [Modules.STOCK_LOCATION]: { + sales_channel_id: "sloc_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) + + # 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). @@ -27456,32 +28657,6 @@ export interface CampaignBudgetExceededAction { 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) - - # Application Method In this document, you'll learn what an application method is. @@ -27864,1034 +29039,6 @@ createRemoteLinkStep({ ``` -# 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. - - -# 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 - - -# 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. - - -# 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", - }, -}) -``` - - -# 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 - - -# Links between Sales Channel Module and Other Modules - -This document showcases the module links defined between the Sales Channel Module and other Commerce Modules. - -## Summary - -The Sales Channel 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|| -| in ||Stored - many-to-many|| -|| in |Stored - many-to-many|| - -*** - -## API Key Module - -A publishable API key allows you to easily specify the sales channel scope in a client request. - -Medusa defines a link between the `ApiKey` and the `SalesChannel` data models. - -![A diagram showcasing an example of how resources from the Sales Channel and API Key modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1709812064/Medusa%20Resources/sales-channel-api-key_zmqi2l.jpg) - -### Retrieve with Query - -To retrieve the API keys associated with a sales channel with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `publishable_api_keys.*` in `fields`: - -### query.graph - -```ts -const { data: salesChannels } = await query.graph({ - entity: "sales_channel", - fields: [ - "publishable_api_keys.*", - ], -}) - -// salesChannels[0].publishable_api_keys -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: salesChannels } = useQueryGraphStep({ - entity: "sales_channel", - fields: [ - "publishable_api_keys.*", - ], -}) - -// salesChannels[0].publishable_api_keys -``` - -### Manage with Link - -To manage the sales channels of an API key, 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.API_KEY]: { - publishable_key_id: "apk_123", - }, - [Modules.SALES_CHANNEL]: { - sales_channel_id: "sc_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.API_KEY]: { - publishable_key_id: "apk_123", - }, - [Modules.SALES_CHANNEL]: { - sales_channel_id: "sc_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 `SalesChannel` data model. Because the link is read-only from the `Cart`'s side, you can only retrieve the sales channel of a cart, and not the other way around. - -### Retrieve with Query - -To retrieve the sales channel of a cart with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `sales_channel.*` in `fields`: - -### query.graph - -```ts -const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "sales_channel.*", - ], -}) - -// carts[0].sales_channel -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields: [ - "sales_channel.*", - ], -}) - -// carts[0].sales_channel -``` - -*** - -## 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 `SalesChannel` data model. Because the link is read-only from the `Order`'s side, you can only retrieve the sales channel of an order, and not the other way around. - -### Retrieve with Query - -To retrieve the sales channel of an order with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `sales_channel.*` in `fields`: - -### query.graph - -```ts -const { data: orders } = await query.graph({ - entity: "order", - fields: [ - "sales_channel.*", - ], -}) - -// orders.sales_channel -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: orders } = useQueryGraphStep({ - entity: "order", - fields: [ - "sales_channel.*", - ], -}) - -// orders.sales_channel -``` - -*** - -## Product Module - -A product has different availability for different sales channels. Medusa defines a link between the `Product` and the `SalesChannel` data models. - -![A diagram showcasing an example of how resources from the Sales Channel and Product modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1709809833/Medusa%20Resources/product-sales-channel_t848ik.jpg) - -A product can be available in more than one sales channel. You can retrieve only the products of a sales channel. - -### Retrieve with Query - -To retrieve the products of a sales channel with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `products.*` in `fields`: - -### query.graph - -```ts -const { data: salesChannels } = await query.graph({ - entity: "sales_channel", - fields: [ - "products.*", - ], -}) - -// salesChannels[0].products -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: salesChannels } = useQueryGraphStep({ - entity: "sales_channel", - fields: [ - "products.*", - ], -}) - -// salesChannels[0].products -``` - -### Manage with Link - -To manage the sales channels of a product, use [Link](https://docs.medusajs.com/docs/learn/fundamentals/module-links/link/index.html.md): - -### link.create - -```ts -import { Modules } from "@medusajs/framework/utils" - -// ... - -await link.create({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - [Modules.SALES_CHANNEL]: { - sales_channel_id: "sc_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.PRODUCT]: { - product_id: "prod_123", - }, - [Modules.SALES_CHANNEL]: { - sales_channel_id: "sc_123", - }, -}) -``` - -*** - -## Stock Location Module - -A stock location is associated with a sales channel. This scopes inventory quantities associated with that stock location by the associated sales channel. - -Medusa defines a link between the `SalesChannel` and `StockLocation` data models. - -![A diagram showcasing an example of how resources from the Sales Channel and Stock Location modules are linked](https://res.cloudinary.com/dza7lstvk/image/upload/v1716796872/Medusa%20Resources/sales-channel-location_cqrih1.jpg) - -### Retrieve with Query - -To retrieve the stock locations of a sales channel with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `stock_locations.*` in `fields`: - -### query.graph - -```ts -const { data: salesChannels } = await query.graph({ - entity: "sales_channel", - fields: [ - "stock_locations.*", - ], -}) - -// salesChannels[0].stock_locations -``` - -### useQueryGraphStep - -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" - -// ... - -const { data: salesChannels } = useQueryGraphStep({ - entity: "sales_channel", - fields: [ - "stock_locations.*", - ], -}) - -// salesChannels[0].stock_locations -``` - -### Manage with Link - -To manage the stock locations of a sales channel, 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.SALES_CHANNEL]: { - sales_channel_id: "sc_123", - }, - [Modules.STOCK_LOCATION]: { - sales_channel_id: "sloc_123", - }, -}) -``` - -### createRemoteLinkStep - -```ts -import { Modules } from "@medusajs/framework/utils" -import { createRemoteLinkStep } from "@medusajs/medusa/core-flows" - -// ... - -createRemoteLinkStep({ - [Modules.SALES_CHANNEL]: { - sales_channel_id: "sc_123", - }, - [Modules.STOCK_LOCATION]: { - sales_channel_id: "sloc_123", - }, -}) -``` - - -# Publishable API Keys with Sales Channels - -In this document, you’ll learn what publishable API keys are and how to use them with sales channels. - -## Publishable API Keys with Sales Channels - -A publishable API key, provided by the API Key Module, is a client key scoped to one or more sales channels. - -When sending a request to a Store API route, you must pass a publishable API key in the header of the request: - -```bash -curl http://localhost:9000/store/products \ - x-publishable-api-key: {your_publishable_api_key} -``` - -The Medusa application infers the associated sales channels and ensures that only data relevant to the sales channel are used. - -*** - -## How to Create a Publishable API Key? - -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). - -*** - -## Access Sales Channels in Custom Store API Routes - -If you create an API route under the `/store` prefix, you can access the sales channels associated with the request's publishable API key using the `publishable_key_context` property of the request object. - -For example: - -```ts -import { MedusaStoreRequest, MedusaResponse } from "@medusajs/framework/http" -import { getVariantAvailability } from "@medusajs/framework/utils" - -export async function GET( - req: MedusaStoreRequest, - res: MedusaResponse -) { - const query = req.scope.resolve("query") - const sales_channel_ids = req.publishable_key_context.sales_channel_ids - - res.json({ - sales_channel_id: sales_channel_ids[0], - }) -} -``` - -In this example, you retrieve the scope's sales channel IDs using `req.publishable_key_context.sales_channel_ids`, whose value is an array of IDs. - -You can then use these IDs based on your business logic. For example, you can retrieve the sales channels' details using [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md). - -Notice that the request object's type is `MedusaStoreRequest` instead of `MedusaRequest` to ensure the availability of the `publishable_key_context` property. - - # Stock Location Concepts In this document, you’ll learn about the main concepts in the Stock Location Module. @@ -29139,15 +29286,68 @@ createRemoteLinkStep({ ``` -# Tax Module Options +# Links between Store Module and Other Modules -In this document, you'll learn about the options of the Tax Module. +This document showcases the module links defined between the Store Module and other Commerce Modules. -## providers +## Summary -The `providers` option is an array of either tax module providers or path to a file that defines a tax provider. +The Store Module has the following links to other modules: -When the Medusa application starts, these providers are registered and can be used to retrieve tax lines. +Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. + +|First Data Model|Second Data Model|Type|Description| +|---|---|---|---| +|| in |Read-only - has many|| + +*** + +## Currency Module + +The Store Module has a `Currency` data model that stores the supported currencies of a store. However, these currencies don't hold all the details of a currency, such as its name or symbol. + +Instead, Medusa defines a read-only link between the [Currency Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/currency/index.html.md)'s `Currency` data model and the Store Module's `StoreCurrency` data model. This means you can retrieve the details of a store's supported currencies, but you don't manage the links in a pivot table in the database. The currencies of a store are determined by the `currency_code` of the [Currency](https://docs.medusajs.com/references/store/models/Currency/index.html.md) data model in the Store Module (not in the Currency Module). + +### Retrieve with Query + +To retrieve the details of a store's currencies with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `supported_currencies.currency.*` in `fields`: + +### query.graph + +```ts +const { data: stores } = await query.graph({ + entity: "store", + fields: [ + "supported_currencies.currency.*", + ], +}) + +// stores[0].supported_currencies +``` + +### useQueryGraphStep + +```ts +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" + +// ... + +const { data: stores } = useQueryGraphStep({ + entity: "store", + fields: [ + "supported_currencies.currency.*", + ], +}) + +// stores[0].supported_currencies +``` + + +# 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" @@ -29158,159 +29358,27 @@ module.exports = defineConfig({ // ... modules: [ { - resolve: "@medusajs/tax", + resolve: "@medusajs/user", options: { - providers: [ - { - resolve: "./path/to/my-provider", - id: "my-provider", - options: { - // ... - }, - }, - ], + jwt_secret: process.env.JWT_SECRET, }, }, ], }) ``` -The objects in the array accept the following properties: +|Option|Description|Required| +|---|---|---|---|---| +|\`jwt\_secret\`|A string indicating the secret used to sign the invite tokens.|Yes| -- `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. +### Environment Variables +Make sure to add the necessary environment variables for the above options in `.env`: -# 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", - }, - } -) +```bash +JWT_SECRET=supersecret ``` -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 Creation Flows @@ -29392,11 +29460,15 @@ if (!count) { ``` -# User Module Options +# Tax Module Options -In this document, you'll learn about the options of the User Module. +In this document, you'll learn about the options of the Tax Module. -## Module Options +## 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" @@ -29407,84 +29479,159 @@ module.exports = defineConfig({ // ... modules: [ { - resolve: "@medusajs/user", + resolve: "@medusajs/tax", options: { - jwt_secret: process.env.JWT_SECRET, + providers: [ + { + resolve: "./path/to/my-provider", + id: "my-provider", + options: { + // ... + }, + }, + ], }, }, ], }) ``` -|Option|Description|Required| -|---|---|---|---|---| -|\`jwt\_secret\`|A string indicating the secret used to sign the invite tokens.|Yes| +The objects in the array accept the following properties: -### Environment Variables - -Make sure to add the necessary environment variables for the above options in `.env`: - -```bash -JWT_SECRET=supersecret -``` +- `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. -# Links between Store Module and Other Modules +# Tax Rates and Rules -This document showcases the module links defined between the Store Module and other Commerce Modules. +In this document, you’ll learn about tax rates and rules. -## Summary +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. -The Store Module has the following links to other modules: +## What are Tax Rates? -Read-only links are used to query data across modules, but the relations aren't stored in a pivot table in the database. +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. -|First Data Model|Second Data Model|Type|Description| -|---|---|---|---| -|| in |Read-only - has many|| +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. *** -## Currency Module +## Override Tax Rates with Rules -The Store Module has a `Currency` data model that stores the supported currencies of a store. However, these currencies don't hold all the details of a currency, such as its name or symbol. +You can create tax rates that override the default for specific conditions or rules. -Instead, Medusa defines a read-only link between the [Currency Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/currency/index.html.md)'s `Currency` data model and the Store Module's `StoreCurrency` data model. This means you can retrieve the details of a store's supported currencies, but you don't manage the links in a pivot table in the database. The currencies of a store are determined by the `currency_code` of the [Currency](https://docs.medusajs.com/references/store/models/Currency/index.html.md) data model in the Store Module (not in the Currency Module). +For example, you can have a default tax rate is 10%, but for products of type “Shirt” is %15. -### Retrieve with Query +A tax region can have multiple tax rates, and each tax rate can have multiple tax rules. The [TaxRateRule data model](https://docs.medusajs.com/references/tax/models/TaxRateRule/index.html.md) represents a tax rate’s rule. -To retrieve the details of a store's currencies with [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), pass `supported_currencies.currency.*` in `fields`: +![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) -### query.graph +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 { data: stores } = await query.graph({ - entity: "store", - fields: [ - "supported_currencies.currency.*", +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, + }, ], -}) - -// stores[0].supported_currencies + { + address: { + country_code: "us", + }, + } +) ``` -### useQueryGraphStep +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. -```ts -import { useQueryGraphStep } from "@medusajs/medusa/core-flows" +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: -const { data: stores } = useQueryGraphStep({ - entity: "store", - fields: [ - "supported_currencies.currency.*", - ], -}) - -// stores[0].supported_currencies +```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. + # Emailpass Auth Module Provider @@ -29548,88 +29695,6 @@ const hashConfig = \{ - [How to register a customer using email and password](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/register/index.html.md) -# GitHub Auth Module Provider - -In this document, you’ll learn about the GitHub Auth Module Provider and how to install and use it in the Auth Module. - -The Github Auth Module Provider authenticates users with their GitHub account. - -Learn about the authentication flow in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route/index.html.md). - -*** - -## Register the Github Auth Module Provider - -### Prerequisites - -- [Register GitHub App. When setting the Callback URL, set it to a URL in your frontend that later uses Medusa's callback route to validate the authentication.](https://docs.github.com/en/apps/creating-github-apps/setting-up-a-github-app/creating-a-github-app) -- [Retrieve the client ID and client secret of your GitHub App](https://docs.github.com/en/rest/authentication/authenticating-to-the-rest-api?apiVersion=2022-11-28#using-basic-authentication) - -Add the module to the array of providers passed to the Auth Module: - -```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: [ - // other providers... - { - resolve: "@medusajs/medusa/auth-github", - id: "github", - options: { - clientId: process.env.GITHUB_CLIENT_ID, - clientSecret: process.env.GITHUB_CLIENT_SECRET, - callbackUrl: process.env.GITHUB_CALLBACK_URL, - }, - }, - ], - }, - }, - ], -}) -``` - -### Environment Variables - -Make sure to add the necessary environment variables for the above options in `.env`: - -```plain -GITHUB_CLIENT_ID= -GITHUB_CLIENT_SECRET= -GITHUB_CALLBACK_URL= -``` - -### Module Options - -|Configuration|Description|Required| -|---|---|---|---|---| -|\`clientId\`|A string indicating the client ID of your GitHub app.|Yes| -|\`clientSecret\`|A string indicating the client secret of your GitHub app.|Yes| -|\`callbackUrl\`|A string indicating the URL to redirect to in your frontend after the user completes their authentication in GitHub.|Yes| - -*** - -## Override Callback URL During Authentication - -In many cases, you may have different callback URL for actor types. For example, you may redirect admin users to a different URL than customers after authentication. - -The [Authenticate or Login API Route](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#login-route/index.html.md) can accept a `callback_url` body parameter to override the provider's `callbackUrl` option. Learn more in [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#login-route/index.html.md). - -*** - -## Examples - -- [How to implement third-party / social login in the storefront.](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/third-party-login/index.html.md). - - # Google Auth Module Provider In this document, you’ll learn about the Google Auth Module Provider and how to install and use it in the Auth Module. @@ -29717,24 +29782,27 @@ The [Authenticate or Login API Route](https://docs.medusajs.com/Users/shahednass - [How to implement Google social login in the storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/third-party-login/index.html.md). -# Stripe Module Provider +# GitHub Auth Module Provider -In this document, you’ll learn about the Stripe Module Provider and how to configure it in the Payment Module. +In this document, you’ll learn about the GitHub Auth Module Provider and how to install and use it in the Auth Module. -Your technical team must install the Stripe Module Provider in your Medusa application first. Then, refer to [this user guide](https://docs.medusajs.com/user-guide/settings/regions#edit-region-details/index.html.md) to learn how to enable the Stripe payment provider in a region using the Medusa Admin dashboard. +The Github Auth Module Provider authenticates users with their GitHub account. -## Register the Stripe Module Provider +Learn about the authentication flow in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route/index.html.md). + +*** + +## Register the Github Auth Module Provider ### Prerequisites -- [Stripe account](https://stripe.com/) -- [Stripe Secret API Key](https://support.stripe.com/questions/locate-api-keys-in-the-dashboard) -- [For deployed Medusa applications, a Stripe webhook secret. Refer to the end of this guide for details on the URL and events.](https://docs.stripe.com/webhooks#add-a-webhook-endpoint) +- [Register GitHub App. When setting the Callback URL, set it to a URL in your frontend that later uses Medusa's callback route to validate the authentication.](https://docs.github.com/en/apps/creating-github-apps/setting-up-a-github-app/creating-a-github-app) +- [Retrieve the client ID and client secret of your GitHub App](https://docs.github.com/en/rest/authentication/authenticating-to-the-rest-api?apiVersion=2022-11-28#using-basic-authentication) -The Stripe Module Provider is installed by default in your application. To use it, add it to the array of providers passed to the Payment Module in `medusa-config.ts`: +Add the module to the array of providers passed to the Auth Module: ```ts title="medusa-config.ts" -import { Modules } from "@medusajs/framework/utils" +import { Modules, ContainerRegistrationKeys } from "@medusajs/framework/utils" // ... @@ -29742,14 +29810,18 @@ module.exports = defineConfig({ // ... modules: [ { - resolve: "@medusajs/medusa/payment", + resolve: "@medusajs/medusa/auth", + dependencies: [Modules.CACHE, ContainerRegistrationKeys.LOGGER], options: { providers: [ + // other providers... { - resolve: "@medusajs/medusa/payment-stripe", - id: "stripe", + resolve: "@medusajs/medusa/auth-github", + id: "github", options: { - apiKey: process.env.STRIPE_API_KEY, + clientId: process.env.GITHUB_CLIENT_ID, + clientSecret: process.env.GITHUB_CLIENT_SECRET, + callbackUrl: process.env.GITHUB_CALLBACK_URL, }, }, ], @@ -29763,91 +29835,218 @@ module.exports = defineConfig({ Make sure to add the necessary environment variables for the above options in `.env`: -```bash -STRIPE_API_KEY= +```plain +GITHUB_CLIENT_ID= +GITHUB_CLIENT_SECRET= +GITHUB_CALLBACK_URL= ``` ### Module Options -|Option|Description|Required|Default| -|---|---|---|---|---|---|---| -|\`apiKey\`|A string indicating the Stripe Secret API key.|Yes|-| -|\`webhookSecret\`|A string indicating the Stripe webhook secret. This is only useful for deployed Medusa applications.|Yes|-| -|\`capture\`|Whether to automatically capture payment after authorization.|No|\`false\`| -|\`automatic\_payment\_methods\`|A boolean value indicating whether to enable Stripe's automatic payment methods. This is useful if you integrate services like Apple pay or Google pay.|No|\`false\`| -|\`payment\_description\`|A string used as the default description of a payment if none is available in cart.context.payment\_description.|No|-| +|Configuration|Description|Required| +|---|---|---|---|---| +|\`clientId\`|A string indicating the client ID of your GitHub app.|Yes| +|\`clientSecret\`|A string indicating the client secret of your GitHub app.|Yes| +|\`callbackUrl\`|A string indicating the URL to redirect to in your frontend after the user completes their authentication in GitHub.|Yes| *** -## Enable Stripe Providers in a Region +## Override Callback URL During Authentication -Before customers can use Stripe to complete their purchases, you must enable the Stripe payment provider(s) in the region where you want to offer this payment method. +In many cases, you may have different callback URL for actor types. For example, you may redirect admin users to a different URL than customers after authentication. -Refer to the [user guide](https://docs.medusajs.com/user-guide/settings/regions#edit-region-details/index.html.md) to learn how to edit a region and enable the Stripe payment provider. +The [Authenticate or Login API Route](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#login-route/index.html.md) can accept a `callback_url` body parameter to override the provider's `callbackUrl` option. Learn more in [this documentation](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/auth/authentication-route#login-route/index.html.md). *** -## Stripe Payment Provider IDs +## Examples -When you register the Stripe Module Provider, it registers different providers, such as basic Stripe payment, Bancontact, and more. +- [How to implement third-party / social login in the storefront.](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/customers/third-party-login/index.html.md). -Each provider is registered and referenced by a unique ID made up of the format `pp_{identifier}_{id}`, where: -- `{identifier}` is the ID of the payment provider as defined in the Stripe Module Provider. -- `{id}` is the ID of the Stripe Module Provider as set in the `medusa-config.ts` file. For example, `stripe`. +# Calculate Product Variant Price with Taxes -Assuming you set the ID of the Stripe Module Provider to `stripe` in `medusa-config.ts`, the Medusa application will register the following payment providers: +In this document, you'll learn how to calculate a product variant's price with taxes. -|Provider Name|Provider ID| -|---|---|---| -|Basic Stripe Payment|\`pp\_stripe\_stripe\`| -|Bancontact Payments|\`pp\_stripe-bancontact\_stripe\`| -|BLIK Payments|\`pp\_stripe-blik\_stripe\`| -|giropay Payments|\`pp\_stripe-giropay\_stripe\`| -|iDEAL Payments|\`pp\_stripe-ideal\_stripe\`| -|Przelewy24 Payments|\`pp\_stripe-przelewy24\_stripe\`| -|PromptPay Payments|\`pp\_stripe-promptpay\_stripe\`| +## Step 0: Resolve Resources + +You'll need the following resources for the taxes calculation: + +1. [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md) to retrieve the product's variants' prices for a context. Learn more about that in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/guides/price/index.html.md). +2. The Tax Module's main service to get the tax lines for each product. + +```ts +// other imports... +import { + Modules, + ContainerRegistrationKeys, +} from "@medusajs/framework/utils" + +// In an API route, workflow step, etc... +const query = container.resolve(ContainerRegistrationKeys.QUERY) +const taxModuleService = container.resolve( + Modules.TAX +) +``` *** -## Setup Stripe Webhooks +## Step 1: Retrieve Prices for a Context -For production applications, you must set up webhooks in Stripe that inform Medusa of changes and updates to payments. Refer to [Stripe's documentation](https://docs.stripe.com/webhooks#add-a-webhook-endpoint) on how to setup webhooks. +After resolving the resources, use Query to retrieve the products with the variants' prices for a context: -### Webhook URL +Learn more about retrieving product variants' prices for a context in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/guides/price/index.html.md). -Medusa has a `{server_url}/hooks/payment/{provider_id}` API route that you can use to register webhooks in Stripe, where: +```ts +import { QueryContext } from "@medusajs/framework/utils" -- `{server_url}` is the URL to your deployed Medusa application in server mode. -- `{provider_id}` is the ID of the provider as explained in the [Stripe Payment Provider IDs](#stripe-payment-provider-ids) section, without the `pp_` prefix. +// ... -The Stripe Module Provider supports the following payment types, and the webhook endpoint URL is different for each: - -|Stripe Payment Type|Webhook Endpoint URL| -|---|---|---| -|Basic Stripe Payment|\`\{server\_url}/hooks/payment/stripe\_stripe\`| -|Bancontact Payments|\`\{server\_url}/hooks/payment/stripe-bancontact\_stripe\`| -|BLIK Payments|\`\{server\_url}/hooks/payment/stripe-blik\_stripe\`| -|giropay Payments|\`\{server\_url}/hooks/payment/stripe-giropay\_stripe\`| -|iDEAL Payments|\`\{server\_url}/hooks/payment/stripe-ideal\_stripe\`| -|Przelewy24 Payments|\`\{server\_url}/hooks/payment/stripe-przelewy24\_stripe\`| -|PromptPay Payments|\`\{server\_url}/hooks/payment/stripe-promptpay\_stripe\`| - -### Webhook Events - -When you set up the webhook in Stripe, choose the following events to listen to: - -- `payment_intent.amount_capturable_updated` -- `payment_intent.succeeded` -- `payment_intent.payment_failed` +const { data: products } = await query.graph({ + entity: "product", + fields: [ + "*", + "variants.*", + "variants.calculated_price.*", + ], + filters: { + id: "prod_123", + }, + context: { + variants: { + calculated_price: QueryContext({ + region_id: "region_123", + currency_code: "usd", + }), + }, + }, +}) +``` *** -## Useful Guides +## Step 2: Get Tax Lines for Products -- [Storefront guide: Add Stripe payment method during checkout](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/checkout/payment/stripe/index.html.md). -- [Integrate in Next.js Starter](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter#stripe-integration/index.html.md). -- [Customize Stripe Integration in Next.js Starter](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/guides/customize-stripe/index.html.md). +To retrieve the tax line of each product, first, add the following utility method: + +```ts +// other imports... +import { + HttpTypes, + TaxableItemDTO, +} from "@medusajs/framework/types" + +// ... +const asTaxItem = (product: HttpTypes.StoreProduct): TaxableItemDTO[] => { + return product.variants + ?.map((variant) => { + if (!variant.calculated_price) { + return + } + + return { + id: variant.id, + product_id: product.id, + product_name: product.title, + product_categories: product.categories?.map((c) => c.name), + product_category_id: product.categories?.[0]?.id, + product_sku: variant.sku, + product_type: product.type, + product_type_id: product.type_id, + quantity: 1, + unit_price: variant.calculated_price.calculated_amount, + currency_code: variant.calculated_price.currency_code, + } + }) + .filter((v) => !!v) as unknown as TaxableItemDTO[] +} +``` + +This formats the products as items to calculate tax lines for. + +Then, use it when retrieving the tax lines of the products retrieved earlier: + +```ts +// other imports... +import { + ItemTaxLineDTO, +} from "@medusajs/framework/types" + +// ... +const taxLines = (await taxModuleService.getTaxLines( + products.map(asTaxItem).flat(), + { + // example of context properties. You can pass other ones. + address: { + country_code, + }, + } +)) as unknown as ItemTaxLineDTO[] +``` + +You use the Tax Module's main service's [getTaxLines method](https://docs.medusajs.com/references/tax/getTaxLines/index.html.md) to retrieve the tax line. + +For the first parameter, you use the `asTaxItem` function to format the products as expected by the `getTaxLines` method. + +For the second parameter, you pass the current context. You can pass other details such as the customer's ID. + +Learn about the other context properties to pass in [the getTaxLines method's reference](https://docs.medusajs.com/references/tax/getTaxLines/index.html.md). + +*** + +## Step 3: Calculate Price with Tax for Variant + +To calculate the price with and without taxes for a variant, first, group the tax lines retrieved in the previous step by variant IDs: + +```ts highlights={taxLineHighlights} +const taxLinesMap = new Map() +taxLines.forEach((taxLine) => { + const variantId = taxLine.line_item_id + if (!taxLinesMap.has(variantId)) { + taxLinesMap.set(variantId, []) + } + + taxLinesMap.get(variantId)?.push(taxLine) +}) +``` + +Notice that the variant's ID is stored in the `line_item_id` property of a tax line since tax lines are used for line items in a cart. + +Then, loop over the products and their variants to retrieve the prices with and without taxes: + +```ts highlights={calculateTaxHighlights} +// other imports... +import { + calculateAmountsWithTax, +} from "@medusajs/framework/utils" + +// ... +products.forEach((product) => { + product.variants?.forEach((variant) => { + if (!variant.calculated_price) { + return + } + + const taxLinesForVariant = taxLinesMap.get(variant.id) || [] + const { priceWithTax, priceWithoutTax } = calculateAmountsWithTax({ + taxLines: taxLinesForVariant, + amount: variant.calculated_price!.calculated_amount!, + includesTax: + variant.calculated_price!.is_calculated_price_tax_inclusive!, + }) + + // do something with prices... + }) +}) +``` + +For each product variant, you: + +1. Retrieve its tax lines from the `taxLinesMap`. +2. Calculate its prices with and without taxes using the `calculateAmountsWithTax` from the Medusa Framework. +3. The `calculateAmountsWithTax` function returns an object having two properties: + - `priceWithTax`: The variant's price with the taxes applied. + - `priceWithoutTax`: The variant's price without taxes applied. # Get Product Variant Prices using Query @@ -30083,544 +30282,492 @@ You pass the ID of the variant as a filter, and you specify `product.sales_chann Then, you pass the first sales channel ID to the `getVariantAvailability` function to retrieve the inventory availability of the product variant in that sales channel. -# Calculate Product Variant Price with Taxes +# Stripe Module Provider -In this document, you'll learn how to calculate a product variant's price with taxes. +In this document, you’ll learn about the Stripe Module Provider and how to configure it in the Payment Module. -## Step 0: Resolve Resources +Your technical team must install the Stripe Module Provider in your Medusa application first. Then, refer to [this user guide](https://docs.medusajs.com/user-guide/settings/regions#edit-region-details/index.html.md) to learn how to enable the Stripe payment provider in a region using the Medusa Admin dashboard. -You'll need the following resources for the taxes calculation: +## Register the Stripe Module Provider -1. [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md) to retrieve the product's variants' prices for a context. Learn more about that in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/guides/price/index.html.md). -2. The Tax Module's main service to get the tax lines for each product. +### Prerequisites -```ts -// other imports... -import { - Modules, - ContainerRegistrationKeys, -} from "@medusajs/framework/utils" +- [Stripe account](https://stripe.com/) +- [Stripe Secret API Key](https://support.stripe.com/questions/locate-api-keys-in-the-dashboard) +- [For deployed Medusa applications, a Stripe webhook secret. Refer to the end of this guide for details on the URL and events.](https://docs.stripe.com/webhooks#add-a-webhook-endpoint) -// In an API route, workflow step, etc... -const query = container.resolve(ContainerRegistrationKeys.QUERY) -const taxModuleService = container.resolve( - Modules.TAX -) -``` +The Stripe Module Provider is installed by default in your application. To use it, add it to the array of providers passed to the Payment Module in `medusa-config.ts`: -*** - -## Step 1: Retrieve Prices for a Context - -After resolving the resources, use Query to retrieve the products with the variants' prices for a context: - -Learn more about retrieving product variants' prices for a context in [this guide](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/product/guides/price/index.html.md). - -```ts -import { QueryContext } from "@medusajs/framework/utils" +```ts title="medusa-config.ts" +import { Modules } from "@medusajs/framework/utils" // ... -const { data: products } = await query.graph({ - entity: "product", - fields: [ - "*", - "variants.*", - "variants.calculated_price.*", +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "@medusajs/medusa/payment", + options: { + providers: [ + { + resolve: "@medusajs/medusa/payment-stripe", + id: "stripe", + options: { + apiKey: process.env.STRIPE_API_KEY, + }, + }, + ], + }, + }, ], - filters: { - id: "prod_123", - }, - context: { - variants: { - calculated_price: QueryContext({ - region_id: "region_123", - currency_code: "usd", - }), - }, - }, }) ``` +### Environment Variables + +Make sure to add the necessary environment variables for the above options in `.env`: + +```bash +STRIPE_API_KEY= +``` + +### Module Options + +|Option|Description|Required|Default| +|---|---|---|---|---|---|---| +|\`apiKey\`|A string indicating the Stripe Secret API key.|Yes|-| +|\`webhookSecret\`|A string indicating the Stripe webhook secret. This is only useful for deployed Medusa applications.|Yes|-| +|\`capture\`|Whether to automatically capture payment after authorization.|No|\`false\`| +|\`automatic\_payment\_methods\`|A boolean value indicating whether to enable Stripe's automatic payment methods. This is useful if you integrate services like Apple pay or Google pay.|No|\`false\`| +|\`payment\_description\`|A string used as the default description of a payment if none is available in cart.context.payment\_description.|No|-| + *** -## Step 2: Get Tax Lines for Products +## Enable Stripe Providers in a Region -To retrieve the tax line of each product, first, add the following utility method: +Before customers can use Stripe to complete their purchases, you must enable the Stripe payment provider(s) in the region where you want to offer this payment method. -```ts -// other imports... -import { - HttpTypes, - TaxableItemDTO, -} from "@medusajs/framework/types" - -// ... -const asTaxItem = (product: HttpTypes.StoreProduct): TaxableItemDTO[] => { - return product.variants - ?.map((variant) => { - if (!variant.calculated_price) { - return - } - - return { - id: variant.id, - product_id: product.id, - product_name: product.title, - product_categories: product.categories?.map((c) => c.name), - product_category_id: product.categories?.[0]?.id, - product_sku: variant.sku, - product_type: product.type, - product_type_id: product.type_id, - quantity: 1, - unit_price: variant.calculated_price.calculated_amount, - currency_code: variant.calculated_price.currency_code, - } - }) - .filter((v) => !!v) as unknown as TaxableItemDTO[] -} -``` - -This formats the products as items to calculate tax lines for. - -Then, use it when retrieving the tax lines of the products retrieved earlier: - -```ts -// other imports... -import { - ItemTaxLineDTO, -} from "@medusajs/framework/types" - -// ... -const taxLines = (await taxModuleService.getTaxLines( - products.map(asTaxItem).flat(), - { - // example of context properties. You can pass other ones. - address: { - country_code, - }, - } -)) as unknown as ItemTaxLineDTO[] -``` - -You use the Tax Module's main service's [getTaxLines method](https://docs.medusajs.com/references/tax/getTaxLines/index.html.md) to retrieve the tax line. - -For the first parameter, you use the `asTaxItem` function to format the products as expected by the `getTaxLines` method. - -For the second parameter, you pass the current context. You can pass other details such as the customer's ID. - -Learn about the other context properties to pass in [the getTaxLines method's reference](https://docs.medusajs.com/references/tax/getTaxLines/index.html.md). +Refer to the [user guide](https://docs.medusajs.com/user-guide/settings/regions#edit-region-details/index.html.md) to learn how to edit a region and enable the Stripe payment provider. *** -## Step 3: Calculate Price with Tax for Variant +## Stripe Payment Provider IDs -To calculate the price with and without taxes for a variant, first, group the tax lines retrieved in the previous step by variant IDs: +When you register the Stripe Module Provider, it registers different providers, such as basic Stripe payment, Bancontact, and more. -```ts highlights={taxLineHighlights} -const taxLinesMap = new Map() -taxLines.forEach((taxLine) => { - const variantId = taxLine.line_item_id - if (!taxLinesMap.has(variantId)) { - taxLinesMap.set(variantId, []) - } +Each provider is registered and referenced by a unique ID made up of the format `pp_{identifier}_{id}`, where: - taxLinesMap.get(variantId)?.push(taxLine) -}) -``` +- `{identifier}` is the ID of the payment provider as defined in the Stripe Module Provider. +- `{id}` is the ID of the Stripe Module Provider as set in the `medusa-config.ts` file. For example, `stripe`. -Notice that the variant's ID is stored in the `line_item_id` property of a tax line since tax lines are used for line items in a cart. +Assuming you set the ID of the Stripe Module Provider to `stripe` in `medusa-config.ts`, the Medusa application will register the following payment providers: -Then, loop over the products and their variants to retrieve the prices with and without taxes: +|Provider Name|Provider ID| +|---|---|---| +|Basic Stripe Payment|\`pp\_stripe\_stripe\`| +|Bancontact Payments|\`pp\_stripe-bancontact\_stripe\`| +|BLIK Payments|\`pp\_stripe-blik\_stripe\`| +|giropay Payments|\`pp\_stripe-giropay\_stripe\`| +|iDEAL Payments|\`pp\_stripe-ideal\_stripe\`| +|Przelewy24 Payments|\`pp\_stripe-przelewy24\_stripe\`| +|PromptPay Payments|\`pp\_stripe-promptpay\_stripe\`| -```ts highlights={calculateTaxHighlights} -// other imports... -import { - calculateAmountsWithTax, -} from "@medusajs/framework/utils" +*** -// ... -products.forEach((product) => { - product.variants?.forEach((variant) => { - if (!variant.calculated_price) { - return - } +## Setup Stripe Webhooks - const taxLinesForVariant = taxLinesMap.get(variant.id) || [] - const { priceWithTax, priceWithoutTax } = calculateAmountsWithTax({ - taxLines: taxLinesForVariant, - amount: variant.calculated_price!.calculated_amount!, - includesTax: - variant.calculated_price!.is_calculated_price_tax_inclusive!, - }) +For production applications, you must set up webhooks in Stripe that inform Medusa of changes and updates to payments. Refer to [Stripe's documentation](https://docs.stripe.com/webhooks#add-a-webhook-endpoint) on how to setup webhooks. - // do something with prices... - }) -}) -``` +### Webhook URL -For each product variant, you: +Medusa has a `{server_url}/hooks/payment/{provider_id}` API route that you can use to register webhooks in Stripe, where: -1. Retrieve its tax lines from the `taxLinesMap`. -2. Calculate its prices with and without taxes using the `calculateAmountsWithTax` from the Medusa Framework. -3. The `calculateAmountsWithTax` function returns an object having two properties: - - `priceWithTax`: The variant's price with the taxes applied. - - `priceWithoutTax`: The variant's price without taxes applied. +- `{server_url}` is the URL to your deployed Medusa application in server mode. +- `{provider_id}` is the ID of the provider as explained in the [Stripe Payment Provider IDs](#stripe-payment-provider-ids) section, without the `pp_` prefix. + +The Stripe Module Provider supports the following payment types, and the webhook endpoint URL is different for each: + +|Stripe Payment Type|Webhook Endpoint URL| +|---|---|---| +|Basic Stripe Payment|\`\{server\_url}/hooks/payment/stripe\_stripe\`| +|Bancontact Payments|\`\{server\_url}/hooks/payment/stripe-bancontact\_stripe\`| +|BLIK Payments|\`\{server\_url}/hooks/payment/stripe-blik\_stripe\`| +|giropay Payments|\`\{server\_url}/hooks/payment/stripe-giropay\_stripe\`| +|iDEAL Payments|\`\{server\_url}/hooks/payment/stripe-ideal\_stripe\`| +|Przelewy24 Payments|\`\{server\_url}/hooks/payment/stripe-przelewy24\_stripe\`| +|PromptPay Payments|\`\{server\_url}/hooks/payment/stripe-promptpay\_stripe\`| + +### Webhook Events + +When you set up the webhook in Stripe, choose the following events to listen to: + +- `payment_intent.amount_capturable_updated` +- `payment_intent.succeeded` +- `payment_intent.payment_failed` + +*** + +## Useful Guides + +- [Storefront guide: Add Stripe payment method during checkout](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/storefront-development/checkout/payment/stripe/index.html.md). +- [Integrate in Next.js Starter](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter#stripe-integration/index.html.md). +- [Customize Stripe Integration in Next.js Starter](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/guides/customize-stripe/index.html.md). ## Workflows - [createApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/createApiKeysWorkflow/index.html.md) -- [revokeApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/revokeApiKeysWorkflow/index.html.md) +- [deleteApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteApiKeysWorkflow/index.html.md) - [linkSalesChannelsToApiKeyWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkSalesChannelsToApiKeyWorkflow/index.html.md) - [updateApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateApiKeysWorkflow/index.html.md) -- [deleteApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteApiKeysWorkflow/index.html.md) -- [createCustomerAccountWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerAccountWorkflow/index.html.md) -- [createCustomersWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomersWorkflow/index.html.md) -- [createCustomerAddressesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerAddressesWorkflow/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) -- [updateCustomersWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCustomersWorkflow/index.html.md) -- [updateCustomerAddressesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCustomerAddressesWorkflow/index.html.md) -- [removeCustomerAccountWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeCustomerAccountWorkflow/index.html.md) +- [revokeApiKeysWorkflow](https://docs.medusajs.com/references/medusa-workflows/revokeApiKeysWorkflow/index.html.md) - [generateResetPasswordTokenWorkflow](https://docs.medusajs.com/references/medusa-workflows/generateResetPasswordTokenWorkflow/index.html.md) +- [createCustomerAccountWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerAccountWorkflow/index.html.md) +- [createCustomerAddressesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerAddressesWorkflow/index.html.md) +- [createCustomersWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomersWorkflow/index.html.md) +- [deleteCustomersWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCustomersWorkflow/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) +- [removeCustomerAccountWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeCustomerAccountWorkflow/index.html.md) +- [createCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerGroupsWorkflow/index.html.md) +- [createDefaultsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createDefaultsWorkflow/index.html.md) +- [updateCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCustomerGroupsWorkflow/index.html.md) +- [linkCustomerGroupsToCustomerWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkCustomerGroupsToCustomerWorkflow/index.html.md) +- [deleteCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCustomerGroupsWorkflow/index.html.md) +- [linkCustomersToCustomerGroupWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkCustomersToCustomerGroupWorkflow/index.html.md) +- [batchLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinksWorkflow/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) +- [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) -- [confirmVariantInventoryWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmVariantInventoryWorkflow/index.html.md) - [completeCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeCartWorkflow/index.html.md) -- [createCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCartWorkflow/index.html.md) - [createCartCreditLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCartCreditLinesWorkflow/index.html.md) +- [confirmVariantInventoryWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmVariantInventoryWorkflow/index.html.md) - [createPaymentCollectionForCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPaymentCollectionForCartWorkflow/index.html.md) -- [listShippingOptionsForCartWithPricingWorkflow](https://docs.medusajs.com/references/medusa-workflows/listShippingOptionsForCartWithPricingWorkflow/index.html.md) -- [refreshCartItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshCartItemsWorkflow/index.html.md) - [deleteCartCreditLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCartCreditLinesWorkflow/index.html.md) -- [listShippingOptionsForCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/listShippingOptionsForCartWorkflow/index.html.md) +- [createCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCartWorkflow/index.html.md) +- [listShippingOptionsForCartWithPricingWorkflow](https://docs.medusajs.com/references/medusa-workflows/listShippingOptionsForCartWithPricingWorkflow/index.html.md) - [refreshCartShippingMethodsWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshCartShippingMethodsWorkflow/index.html.md) - [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) +- [listShippingOptionsForCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/listShippingOptionsForCartWorkflow/index.html.md) +- [refreshCartItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshCartItemsWorkflow/index.html.md) - [updateCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCartWorkflow/index.html.md) +- [transferCartCustomerWorkflow](https://docs.medusajs.com/references/medusa-workflows/transferCartCustomerWorkflow/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) +- [updateCartPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCartPromotionsWorkflow/index.html.md) - [validateExistingPaymentCollectionStep](https://docs.medusajs.com/references/medusa-workflows/validateExistingPaymentCollectionStep/index.html.md) -- [dismissLinksWorkflow](https://docs.medusajs.com/references/medusa-workflows/dismissLinksWorkflow/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) -- [createCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCustomerGroupsWorkflow/index.html.md) -- [deleteCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCustomerGroupsWorkflow/index.html.md) -- [linkCustomerGroupsToCustomerWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkCustomerGroupsToCustomerWorkflow/index.html.md) -- [linkCustomersToCustomerGroupWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkCustomersToCustomerGroupWorkflow/index.html.md) -- [updateCustomerGroupsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCustomerGroupsWorkflow/index.html.md) - [addDraftOrderItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/addDraftOrderItemsWorkflow/index.html.md) - [addDraftOrderPromotionWorkflow](https://docs.medusajs.com/references/medusa-workflows/addDraftOrderPromotionWorkflow/index.html.md) - [addDraftOrderShippingMethodsWorkflow](https://docs.medusajs.com/references/medusa-workflows/addDraftOrderShippingMethodsWorkflow/index.html.md) -- [beginDraftOrderEditWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginDraftOrderEditWorkflow/index.html.md) - [cancelDraftOrderEditWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelDraftOrderEditWorkflow/index.html.md) +- [beginDraftOrderEditWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginDraftOrderEditWorkflow/index.html.md) - [confirmDraftOrderEditWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmDraftOrderEditWorkflow/index.html.md) - [convertDraftOrderStep](https://docs.medusajs.com/references/medusa-workflows/convertDraftOrderStep/index.html.md) - [convertDraftOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/convertDraftOrderWorkflow/index.html.md) +- [removeDraftOrderActionShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeDraftOrderActionShippingMethodWorkflow/index.html.md) - [removeDraftOrderActionItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeDraftOrderActionItemWorkflow/index.html.md) - [removeDraftOrderPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeDraftOrderPromotionsWorkflow/index.html.md) -- [removeDraftOrderActionShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeDraftOrderActionShippingMethodWorkflow/index.html.md) - [removeDraftOrderShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeDraftOrderShippingMethodWorkflow/index.html.md) -- [requestDraftOrderEditWorkflow](https://docs.medusajs.com/references/medusa-workflows/requestDraftOrderEditWorkflow/index.html.md) - [updateDraftOrderActionItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateDraftOrderActionItemWorkflow/index.html.md) +- [requestDraftOrderEditWorkflow](https://docs.medusajs.com/references/medusa-workflows/requestDraftOrderEditWorkflow/index.html.md) - [updateDraftOrderActionShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateDraftOrderActionShippingMethodWorkflow/index.html.md) - [updateDraftOrderItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateDraftOrderItemWorkflow/index.html.md) +- [updateDraftOrderStep](https://docs.medusajs.com/references/medusa-workflows/updateDraftOrderStep/index.html.md) - [updateDraftOrderShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateDraftOrderShippingMethodWorkflow/index.html.md) - [updateDraftOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateDraftOrderWorkflow/index.html.md) -- [updateDraftOrderStep](https://docs.medusajs.com/references/medusa-workflows/updateDraftOrderStep/index.html.md) -- [createDefaultsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createDefaultsWorkflow/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) - [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) - [createFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createFulfillmentWorkflow/index.html.md) - [createReturnFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createReturnFulfillmentWorkflow/index.html.md) -- [createShipmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShipmentWorkflow/index.html.md) - [createServiceZonesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createServiceZonesWorkflow/index.html.md) -- [deleteFulfillmentSetsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteFulfillmentSetsWorkflow/index.html.md) -- [createShippingProfilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShippingProfilesWorkflow/index.html.md) +- [createShipmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShipmentWorkflow/index.html.md) - [createShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createShippingOptionsWorkflow/index.html.md) -- [deleteServiceZonesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteServiceZonesWorkflow/index.html.md) -- [updateFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateFulfillmentWorkflow/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) +- [deleteFulfillmentSetsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteFulfillmentSetsWorkflow/index.html.md) +- [deleteServiceZonesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteServiceZonesWorkflow/index.html.md) - [markFulfillmentAsDeliveredWorkflow](https://docs.medusajs.com/references/medusa-workflows/markFulfillmentAsDeliveredWorkflow/index.html.md) -- [updateServiceZonesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateServiceZonesWorkflow/index.html.md) - [updateShippingOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateShippingOptionsWorkflow/index.html.md) +- [updateFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateFulfillmentWorkflow/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) -- [deleteFilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteFilesWorkflow/index.html.md) -- [uploadFilesWorkflow](https://docs.medusajs.com/references/medusa-workflows/uploadFilesWorkflow/index.html.md) - [batchInventoryItemLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchInventoryItemLevelsWorkflow/index.html.md) - [bulkCreateDeleteLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/bulkCreateDeleteLevelsWorkflow/index.html.md) - [createInventoryItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInventoryItemsWorkflow/index.html.md) - [createInventoryLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInventoryLevelsWorkflow/index.html.md) - [deleteInventoryItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteInventoryItemWorkflow/index.html.md) - [updateInventoryItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateInventoryItemsWorkflow/index.html.md) -- [updateInventoryLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateInventoryLevelsWorkflow/index.html.md) - [deleteInventoryLevelsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteInventoryLevelsWorkflow/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) -- [createInvitesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInvitesWorkflow/index.html.md) -- [acceptInviteWorkflow](https://docs.medusajs.com/references/medusa-workflows/acceptInviteWorkflow/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) +- [createInvitesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createInvitesWorkflow/index.html.md) - [refreshInviteTokensWorkflow](https://docs.medusajs.com/references/medusa-workflows/refreshInviteTokensWorkflow/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) -- [processPaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/processPaymentWorkflow/index.html.md) -- [refundPaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/refundPaymentWorkflow/index.html.md) - [validatePaymentsRefundStep](https://docs.medusajs.com/references/medusa-workflows/validatePaymentsRefundStep/index.html.md) - [refundPaymentsWorkflow](https://docs.medusajs.com/references/medusa-workflows/refundPaymentsWorkflow/index.html.md) +- [processPaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/processPaymentWorkflow/index.html.md) +- [refundPaymentWorkflow](https://docs.medusajs.com/references/medusa-workflows/refundPaymentWorkflow/index.html.md) - [validateRefundStep](https://docs.medusajs.com/references/medusa-workflows/validateRefundStep/index.html.md) +- [deletePaymentSessionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePaymentSessionsWorkflow/index.html.md) +- [createRefundReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createRefundReasonsWorkflow/index.html.md) +- [createPaymentSessionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPaymentSessionsWorkflow/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) +- [createPriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPriceListPricesWorkflow/index.html.md) +- [batchPriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchPriceListPricesWorkflow/index.html.md) +- [createPriceListsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPriceListsWorkflow/index.html.md) +- [deletePriceListsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePriceListsWorkflow/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) +- [updatePriceListsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePriceListsWorkflow/index.html.md) +- [updatePricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePricePreferencesWorkflow/index.html.md) +- [createPricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPricePreferencesWorkflow/index.html.md) +- [deletePricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePricePreferencesWorkflow/index.html.md) +- [batchLinkProductsToCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinkProductsToCollectionWorkflow/index.html.md) +- [batchProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchProductVariantsWorkflow/index.html.md) +- [batchLinkProductsToCategoryWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinkProductsToCategoryWorkflow/index.html.md) +- [batchProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchProductsWorkflow/index.html.md) +- [createProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductOptionsWorkflow/index.html.md) +- [createProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductTagsWorkflow/index.html.md) +- [createCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCollectionsWorkflow/index.html.md) +- [createProductTypesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductTypesWorkflow/index.html.md) +- [deleteCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCollectionsWorkflow/index.html.md) +- [createProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductsWorkflow/index.html.md) +- [createProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductVariantsWorkflow/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) +- [deleteProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductTagsWorkflow/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) +- [importProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/importProductsWorkflow/index.html.md) +- [updateCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCollectionsWorkflow/index.html.md) +- [exportProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/exportProductsWorkflow/index.html.md) +- [updateProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductOptionsWorkflow/index.html.md) +- [updateProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductTagsWorkflow/index.html.md) +- [updateProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductVariantsWorkflow/index.html.md) +- [updateProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductsWorkflow/index.html.md) +- [updateProductTypesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductTypesWorkflow/index.html.md) +- [validateProductInputStep](https://docs.medusajs.com/references/medusa-workflows/validateProductInputStep/index.html.md) - [acceptOrderTransferValidationStep](https://docs.medusajs.com/references/medusa-workflows/acceptOrderTransferValidationStep/index.html.md) +- [upsertVariantPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/upsertVariantPricesWorkflow/index.html.md) - [acceptOrderTransferWorkflow](https://docs.medusajs.com/references/medusa-workflows/acceptOrderTransferWorkflow/index.html.md) +- [beginClaimOrderValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginClaimOrderValidationStep/index.html.md) - [addOrderLineItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/addOrderLineItemsWorkflow/index.html.md) - [archiveOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/archiveOrderWorkflow/index.html.md) -- [beginClaimOrderValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginClaimOrderValidationStep/index.html.md) - [beginClaimOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginClaimOrderWorkflow/index.html.md) - [beginExchangeOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginExchangeOrderWorkflow/index.html.md) -- [beginOrderEditOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginOrderEditOrderWorkflow/index.html.md) - [beginOrderEditValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginOrderEditValidationStep/index.html.md) +- [beginOrderEditOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginOrderEditOrderWorkflow/index.html.md) - [beginOrderExchangeValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginOrderExchangeValidationStep/index.html.md) - [beginReceiveReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginReceiveReturnValidationStep/index.html.md) -- [beginReturnOrderValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginReturnOrderValidationStep/index.html.md) - [beginReceiveReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginReceiveReturnWorkflow/index.html.md) +- [beginReturnOrderValidationStep](https://docs.medusajs.com/references/medusa-workflows/beginReturnOrderValidationStep/index.html.md) - [beginReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/beginReturnOrderWorkflow/index.html.md) -- [cancelBeginOrderEditValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderEditValidationStep/index.html.md) -- [cancelBeginOrderClaimValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderClaimValidationStep/index.html.md) - [cancelBeginOrderClaimWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderClaimWorkflow/index.html.md) +- [cancelBeginOrderClaimValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderClaimValidationStep/index.html.md) +- [cancelBeginOrderEditValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderEditValidationStep/index.html.md) - [cancelBeginOrderEditWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderEditWorkflow/index.html.md) -- [cancelBeginOrderExchangeValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderExchangeValidationStep/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) -- [cancelOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderChangeWorkflow/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) -- [cancelOrderExchangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderExchangeWorkflow/index.html.md) +- [cancelBeginOrderExchangeValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelBeginOrderExchangeValidationStep/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) - [cancelOrderFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderFulfillmentWorkflow/index.html.md) -- [cancelReceiveReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelReceiveReturnValidationStep/index.html.md) -- [cancelOrderTransferRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderTransferRequestWorkflow/index.html.md) - [cancelOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelOrderWorkflow/index.html.md) -- [cancelRequestReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelRequestReturnValidationStep/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) - [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) - [cancelReturnValidateOrder](https://docs.medusajs.com/references/medusa-workflows/cancelReturnValidateOrder/index.html.md) -- [cancelReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelReturnWorkflow/index.html.md) - [cancelTransferOrderRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/cancelTransferOrderRequestValidationStep/index.html.md) -- [cancelValidateOrder](https://docs.medusajs.com/references/medusa-workflows/cancelValidateOrder/index.html.md) - [completeOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeOrderWorkflow/index.html.md) +- [cancelValidateOrder](https://docs.medusajs.com/references/medusa-workflows/cancelValidateOrder/index.html.md) +- [cancelReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/cancelReturnWorkflow/index.html.md) - [confirmClaimRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmClaimRequestValidationStep/index.html.md) -- [confirmClaimRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmClaimRequestWorkflow/index.html.md) - [confirmExchangeRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmExchangeRequestValidationStep/index.html.md) +- [confirmClaimRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmClaimRequestWorkflow/index.html.md) - [confirmExchangeRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmExchangeRequestWorkflow/index.html.md) - [confirmOrderEditRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmOrderEditRequestValidationStep/index.html.md) - [confirmOrderEditRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmOrderEditRequestWorkflow/index.html.md) -- [confirmReturnReceiveWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmReturnReceiveWorkflow/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) -- [createClaimShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/createClaimShippingMethodValidationStep/index.html.md) -- [createAndCompleteReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/createAndCompleteReturnOrderWorkflow/index.html.md) - [confirmReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmReturnRequestWorkflow/index.html.md) -- [createClaimShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createClaimShippingMethodWorkflow/index.html.md) +- [createAndCompleteReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/createAndCompleteReturnOrderWorkflow/index.html.md) +- [confirmReturnRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/confirmReturnRequestValidationStep/index.html.md) +- [confirmReturnReceiveWorkflow](https://docs.medusajs.com/references/medusa-workflows/confirmReturnReceiveWorkflow/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) - [createExchangeShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/createExchangeShippingMethodValidationStep/index.html.md) -- [createExchangeShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createExchangeShippingMethodWorkflow/index.html.md) - [createFulfillmentValidateOrder](https://docs.medusajs.com/references/medusa-workflows/createFulfillmentValidateOrder/index.html.md) -- [createOrUpdateOrderPaymentCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrUpdateOrderPaymentCollectionWorkflow/index.html.md) +- [createExchangeShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createExchangeShippingMethodWorkflow/index.html.md) +- [createClaimShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createClaimShippingMethodWorkflow/index.html.md) - [createOrderChangeActionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderChangeActionsWorkflow/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) - [createOrderCreditLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderCreditLinesWorkflow/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) -- [createOrderFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderFulfillmentWorkflow/index.html.md) - [createOrderPaymentCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderPaymentCollectionWorkflow/index.html.md) -- [createOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderWorkflow/index.html.md) +- [createOrderFulfillmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderFulfillmentWorkflow/index.html.md) +- [createOrderEditShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderEditShippingMethodWorkflow/index.html.md) - [createOrderShipmentWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderShipmentWorkflow/index.html.md) -- [createReturnShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/createReturnShippingMethodValidationStep/index.html.md) +- [createOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/createOrderWorkflow/index.html.md) - [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) - [createShipmentValidateOrder](https://docs.medusajs.com/references/medusa-workflows/createShipmentValidateOrder/index.html.md) - [declineOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/declineOrderChangeWorkflow/index.html.md) -- [declineTransferOrderRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/declineTransferOrderRequestValidationStep/index.html.md) - [declineOrderTransferRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/declineOrderTransferRequestWorkflow/index.html.md) - [deleteOrderChangeActionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteOrderChangeActionsWorkflow/index.html.md) -- [deleteOrderPaymentCollections](https://docs.medusajs.com/references/medusa-workflows/deleteOrderPaymentCollections/index.html.md) - [deleteOrderChangeWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteOrderChangeWorkflow/index.html.md) -- [dismissItemReturnRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/dismissItemReturnRequestValidationStep/index.html.md) -- [exchangeRequestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/exchangeRequestItemReturnValidationStep/index.html.md) +- [declineTransferOrderRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/declineTransferOrderRequestValidationStep/index.html.md) - [dismissItemReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/dismissItemReturnRequestWorkflow/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) - [getOrderDetailWorkflow](https://docs.medusajs.com/references/medusa-workflows/getOrderDetailWorkflow/index.html.md) - [getOrdersListWorkflow](https://docs.medusajs.com/references/medusa-workflows/getOrdersListWorkflow/index.html.md) +- [exchangeRequestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/exchangeRequestItemReturnValidationStep/index.html.md) - [markOrderFulfillmentAsDeliveredWorkflow](https://docs.medusajs.com/references/medusa-workflows/markOrderFulfillmentAsDeliveredWorkflow/index.html.md) -- [markPaymentCollectionAsPaid](https://docs.medusajs.com/references/medusa-workflows/markPaymentCollectionAsPaid/index.html.md) - [orderClaimAddNewItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimAddNewItemValidationStep/index.html.md) -- [orderClaimItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimItemValidationStep/index.html.md) - [orderClaimAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderClaimAddNewItemWorkflow/index.html.md) +- [markPaymentCollectionAsPaid](https://docs.medusajs.com/references/medusa-workflows/markPaymentCollectionAsPaid/index.html.md) +- [orderClaimItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimItemValidationStep/index.html.md) - [orderClaimItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderClaimItemWorkflow/index.html.md) - [orderClaimRequestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderClaimRequestItemReturnValidationStep/index.html.md) -- [orderEditAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderEditAddNewItemWorkflow/index.html.md) - [orderClaimRequestItemReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderClaimRequestItemReturnWorkflow/index.html.md) - [orderEditAddNewItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderEditAddNewItemValidationStep/index.html.md) +- [orderEditAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderEditAddNewItemWorkflow/index.html.md) - [orderEditUpdateItemQuantityValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderEditUpdateItemQuantityValidationStep/index.html.md) -- [orderExchangeAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderExchangeAddNewItemWorkflow/index.html.md) - [orderEditUpdateItemQuantityWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderEditUpdateItemQuantityWorkflow/index.html.md) -- [orderExchangeRequestItemReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderExchangeRequestItemReturnWorkflow/index.html.md) +- [orderExchangeAddNewItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderExchangeAddNewItemWorkflow/index.html.md) - [orderFulfillmentDeliverablilityValidationStep](https://docs.medusajs.com/references/medusa-workflows/orderFulfillmentDeliverablilityValidationStep/index.html.md) +- [orderExchangeRequestItemReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/orderExchangeRequestItemReturnWorkflow/index.html.md) - [receiveAndCompleteReturnOrderWorkflow](https://docs.medusajs.com/references/medusa-workflows/receiveAndCompleteReturnOrderWorkflow/index.html.md) -- [receiveCompleteReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/receiveCompleteReturnValidationStep/index.html.md) - [receiveItemReturnRequestValidationStep](https://docs.medusajs.com/references/medusa-workflows/receiveItemReturnRequestValidationStep/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) -- [removeClaimAddItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeClaimAddItemActionValidationStep/index.html.md) -- [removeAddItemClaimActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeAddItemClaimActionWorkflow/index.html.md) - [removeClaimItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeClaimItemActionValidationStep/index.html.md) -- [removeClaimShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeClaimShippingMethodValidationStep/index.html.md) +- [removeAddItemClaimActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeAddItemClaimActionWorkflow/index.html.md) - [removeClaimShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeClaimShippingMethodWorkflow/index.html.md) +- [removeClaimAddItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeClaimAddItemActionValidationStep/index.html.md) +- [removeClaimShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeClaimShippingMethodValidationStep/index.html.md) - [removeExchangeItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeExchangeItemActionValidationStep/index.html.md) -- [removeExchangeShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeExchangeShippingMethodValidationStep/index.html.md) - [removeExchangeShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeExchangeShippingMethodWorkflow/index.html.md) +- [removeItemClaimActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemClaimActionWorkflow/index.html.md) +- [removeExchangeShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeExchangeShippingMethodValidationStep/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) -- [removeItemClaimActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemClaimActionWorkflow/index.html.md) - [removeItemReceiveReturnActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeItemReceiveReturnActionValidationStep/index.html.md) -- [removeOrderEditItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeOrderEditItemActionValidationStep/index.html.md) -- [removeItemReturnActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemReturnActionWorkflow/index.html.md) - [removeItemReceiveReturnActionWorkflow](https://docs.medusajs.com/references/medusa-workflows/removeItemReceiveReturnActionWorkflow/index.html.md) -- [removeOrderEditShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeOrderEditShippingMethodValidationStep/index.html.md) -- [removeReturnItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeReturnItemActionValidationStep/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) +- [removeReturnItemActionValidationStep](https://docs.medusajs.com/references/medusa-workflows/removeReturnItemActionValidationStep/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) +- [requestItemReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/requestItemReturnValidationStep/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) - [requestOrderTransferWorkflow](https://docs.medusajs.com/references/medusa-workflows/requestOrderTransferWorkflow/index.html.md) - [requestOrderTransferValidationStep](https://docs.medusajs.com/references/medusa-workflows/requestOrderTransferValidationStep/index.html.md) -- [requestOrderEditRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/requestOrderEditRequestWorkflow/index.html.md) - [throwUnlessPaymentCollectionNotPaid](https://docs.medusajs.com/references/medusa-workflows/throwUnlessPaymentCollectionNotPaid/index.html.md) +- [throwUnlessStatusIsNotPaid](https://docs.medusajs.com/references/medusa-workflows/throwUnlessStatusIsNotPaid/index.html.md) - [updateClaimAddItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateClaimAddItemValidationStep/index.html.md) - [updateClaimAddItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateClaimAddItemWorkflow/index.html.md) -- [throwUnlessStatusIsNotPaid](https://docs.medusajs.com/references/medusa-workflows/throwUnlessStatusIsNotPaid/index.html.md) -- [updateClaimItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateClaimItemValidationStep/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) - [updateClaimShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateClaimShippingMethodValidationStep/index.html.md) +- [updateClaimItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateClaimItemValidationStep/index.html.md) +- [updateClaimShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateClaimShippingMethodWorkflow/index.html.md) +- [updateExchangeShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateExchangeShippingMethodValidationStep/index.html.md) - [updateExchangeAddItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateExchangeAddItemValidationStep/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) - [updateExchangeShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateExchangeShippingMethodWorkflow/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) -- [updateOrderEditAddItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditAddItemWorkflow/index.html.md) - [updateOrderChangesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderChangesWorkflow/index.html.md) +- [updateOrderEditAddItemValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditAddItemValidationStep/index.html.md) +- [updateOrderChangeActionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderChangeActionsWorkflow/index.html.md) +- [updateOrderEditAddItemWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditAddItemWorkflow/index.html.md) +- [updateOrderEditItemQuantityWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditItemQuantityWorkflow/index.html.md) - [updateOrderEditItemQuantityValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditItemQuantityValidationStep/index.html.md) - [updateOrderEditShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditShippingMethodWorkflow/index.html.md) -- [updateOrderTaxLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderTaxLinesWorkflow/index.html.md) - [updateOrderEditShippingMethodValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditShippingMethodValidationStep/index.html.md) -- [updateOrderEditItemQuantityWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderEditItemQuantityWorkflow/index.html.md) +- [updateOrderTaxLinesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateOrderTaxLinesWorkflow/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) +- [updateReceiveItemReturnRequestWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReceiveItemReturnRequestWorkflow/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) - [updateReturnValidationStep](https://docs.medusajs.com/references/medusa-workflows/updateReturnValidationStep/index.html.md) +- [updateReturnShippingMethodWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReturnShippingMethodWorkflow/index.html.md) - [updateReturnWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateReturnWorkflow/index.html.md) - [validateOrderCreditLinesStep](https://docs.medusajs.com/references/medusa-workflows/validateOrderCreditLinesStep/index.html.md) -- [createRefundReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createRefundReasonsWorkflow/index.html.md) -- [createPaymentSessionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPaymentSessionsWorkflow/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) -- [batchLinkProductsToCategoryWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinkProductsToCategoryWorkflow/index.html.md) -- [batchLinkProductsToCollectionWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchLinkProductsToCollectionWorkflow/index.html.md) -- [batchProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchProductVariantsWorkflow/index.html.md) -- [batchProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/batchProductsWorkflow/index.html.md) -- [createCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCollectionsWorkflow/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) -- [createProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductOptionsWorkflow/index.html.md) -- [createProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductVariantsWorkflow/index.html.md) -- [deleteCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteCollectionsWorkflow/index.html.md) -- [createProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createProductsWorkflow/index.html.md) -- [deleteProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductOptionsWorkflow/index.html.md) -- [deleteProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductTagsWorkflow/index.html.md) -- [deleteProductTypesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductTypesWorkflow/index.html.md) -- [deleteProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductsWorkflow/index.html.md) -- [deleteProductVariantsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductVariantsWorkflow/index.html.md) -- [exportProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/exportProductsWorkflow/index.html.md) -- [updateCollectionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateCollectionsWorkflow/index.html.md) -- [updateProductOptionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductOptionsWorkflow/index.html.md) -- [importProductsWorkflow](https://docs.medusajs.com/references/medusa-workflows/importProductsWorkflow/index.html.md) -- [updateProductTagsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductTagsWorkflow/index.html.md) -- [updateProductTypesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateProductTypesWorkflow/index.html.md) -- [upsertVariantPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/upsertVariantPricesWorkflow/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) -- [validateProductInputStep](https://docs.medusajs.com/references/medusa-workflows/validateProductInputStep/index.html.md) -- [createPricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPricePreferencesWorkflow/index.html.md) -- [deletePricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePricePreferencesWorkflow/index.html.md) -- [updatePricePreferencesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePricePreferencesWorkflow/index.html.md) -- [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) -- [updatePriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePriceListPricesWorkflow/index.html.md) -- [deletePriceListsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deletePriceListsWorkflow/index.html.md) -- [removePriceListPricesWorkflow](https://docs.medusajs.com/references/medusa-workflows/removePriceListPricesWorkflow/index.html.md) -- [updatePriceListsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePriceListsWorkflow/index.html.md) - [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) -- [createPromotionRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPromotionRulesWorkflow/index.html.md) -- [createPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPromotionsWorkflow/index.html.md) -- [createCampaignsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCampaignsWorkflow/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) -- [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) -- [updatePromotionsValidationStep](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsValidationStep/index.html.md) -- [updatePromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsWorkflow/index.html.md) -- [createReservationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createReservationsWorkflow/index.html.md) -- [deleteReservationsByLineItemsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteReservationsByLineItemsWorkflow/index.html.md) -- [deleteReservationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteReservationsWorkflow/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) +- [deleteProductCategoriesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteProductCategoriesWorkflow/index.html.md) - [deleteReturnReasonsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteReturnReasonsWorkflow/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) -- [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) - [createRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createRegionsWorkflow/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) +- [createReservationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createReservationsWorkflow/index.html.md) +- [deleteReservationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteReservationsWorkflow/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) +- [addOrRemoveCampaignPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/addOrRemoveCampaignPromotionsWorkflow/index.html.md) +- [createCampaignsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createCampaignsWorkflow/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) +- [createPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createPromotionsWorkflow/index.html.md) +- [updatePromotionsStatusWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsStatusWorkflow/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) +- [updatePromotionsValidationStep](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsValidationStep/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) +- [updatePromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updatePromotionsWorkflow/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) +- [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) - [createStockLocationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/createStockLocationsWorkflow/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) - [linkSalesChannelsToStockLocationWorkflow](https://docs.medusajs.com/references/medusa-workflows/linkSalesChannelsToStockLocationWorkflow/index.html.md) - [updateStockLocationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateStockLocationsWorkflow/index.html.md) -- [deleteStockLocationsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteStockLocationsWorkflow/index.html.md) - [createTaxRateRulesWorkflow](https://docs.medusajs.com/references/medusa-workflows/createTaxRateRulesWorkflow/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) - [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) - [deleteTaxRatesWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteTaxRatesWorkflow/index.html.md) -- [deleteTaxRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteTaxRegionsWorkflow/index.html.md) - [maybeListTaxRateRuleIdsStep](https://docs.medusajs.com/references/medusa-workflows/maybeListTaxRateRuleIdsStep/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) - [updateTaxRatesWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateTaxRatesWorkflow/index.html.md) - [updateTaxRegionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/updateTaxRegionsWorkflow/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) -- [createStoresWorkflow](https://docs.medusajs.com/references/medusa-workflows/createStoresWorkflow/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) - [deleteUsersWorkflow](https://docs.medusajs.com/references/medusa-workflows/deleteUsersWorkflow/index.html.md) @@ -30630,265 +30777,265 @@ For each product variant, you: ## 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) -- [deleteApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteApiKeysStep/index.html.md) - [linkSalesChannelsToApiKeyStep](https://docs.medusajs.com/references/medusa-workflows/steps/linkSalesChannelsToApiKeyStep/index.html.md) -- [revokeApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/revokeApiKeysStep/index.html.md) -- [validateSalesChannelsExistStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateSalesChannelsExistStep/index.html.md) - [updateApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateApiKeysStep/index.html.md) +- [revokeApiKeysStep](https://docs.medusajs.com/references/medusa-workflows/steps/revokeApiKeysStep/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) -- [createLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createLineItemsStep/index.html.md) - [createCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCartsStep/index.html.md) +- [createLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createLineItemsStep/index.html.md) - [createLineItemAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createLineItemAdjustmentsStep/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) - [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) +- [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) - [findSalesChannelStep](https://docs.medusajs.com/references/medusa-workflows/steps/findSalesChannelStep/index.html.md) - [getActionsToComputeFromPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getActionsToComputeFromPromotionsStep/index.html.md) -- [getPromotionCodesToApply](https://docs.medusajs.com/references/medusa-workflows/steps/getPromotionCodesToApply/index.html.md) -- [getLineItemActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getLineItemActionsStep/index.html.md) - [getVariantPriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getVariantPriceSetsStep/index.html.md) -- [prepareAdjustmentsFromPromotionActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/prepareAdjustmentsFromPromotionActionsStep/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) +- [removeShippingMethodFromCartStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeShippingMethodFromCartStep/index.html.md) - [removeLineItemAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeLineItemAdjustmentsStep/index.html.md) - [removeShippingMethodAdjustmentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeShippingMethodAdjustmentsStep/index.html.md) - [reserveInventoryStep](https://docs.medusajs.com/references/medusa-workflows/steps/reserveInventoryStep/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) - [updateCartPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartPromotionsStep/index.html.md) - [setTaxLinesForItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/setTaxLinesForItemsStep/index.html.md) -- [updateLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateLineItemsStep/index.html.md) +- [retrieveCartStep](https://docs.medusajs.com/references/medusa-workflows/steps/retrieveCartStep/index.html.md) - [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md) - [updateShippingMethodsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateShippingMethodsStep/index.html.md) +- [updateLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateLineItemsStep/index.html.md) - [validateAndReturnShippingMethodsDataStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateAndReturnShippingMethodsDataStep/index.html.md) - [validateCartPaymentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartPaymentsStep/index.html.md) - [validateCartShippingOptionsPriceStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartShippingOptionsPriceStep/index.html.md) - [validateCartShippingOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateCartShippingOptionsStep/index.html.md) - [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) -- [setAuthAppMetadataStep](https://docs.medusajs.com/references/medusa-workflows/steps/setAuthAppMetadataStep/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) +- [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) - [removeRemoteLinkStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeRemoteLinkStep/index.html.md) -- [useRemoteQueryStep](https://docs.medusajs.com/references/medusa-workflows/steps/useRemoteQueryStep/index.html.md) +- [emitEventStep](https://docs.medusajs.com/references/medusa-workflows/steps/emitEventStep/index.html.md) - [updateRemoteLinksStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateRemoteLinksStep/index.html.md) - [useQueryGraphStep](https://docs.medusajs.com/references/medusa-workflows/steps/useQueryGraphStep/index.html.md) +- [useRemoteQueryStep](https://docs.medusajs.com/references/medusa-workflows/steps/useRemoteQueryStep/index.html.md) - [validatePresenceOfStep](https://docs.medusajs.com/references/medusa-workflows/steps/validatePresenceOfStep/index.html.md) -- [createCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomerAddressesStep/index.html.md) -- [createCustomersStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomersStep/index.html.md) -- [deleteCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomerAddressesStep/index.html.md) -- [deleteCustomersStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomersStep/index.html.md) -- [maybeUnsetDefaultShippingAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/maybeUnsetDefaultShippingAddressesStep/index.html.md) -- [maybeUnsetDefaultBillingAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/maybeUnsetDefaultBillingAddressesStep/index.html.md) -- [updateCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomerAddressesStep/index.html.md) -- [updateCustomersStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomersStep/index.html.md) -- [validateCustomerAccountCreation](https://docs.medusajs.com/references/medusa-workflows/steps/validateCustomerAccountCreation/index.html.md) - [createCustomerGroupsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomerGroupsStep/index.html.md) - [deleteCustomerGroupStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomerGroupStep/index.html.md) - [linkCustomerGroupsToCustomerStep](https://docs.medusajs.com/references/medusa-workflows/steps/linkCustomerGroupsToCustomerStep/index.html.md) - [linkCustomersToCustomerGroupStep](https://docs.medusajs.com/references/medusa-workflows/steps/linkCustomersToCustomerGroupStep/index.html.md) - [updateCustomerGroupsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomerGroupsStep/index.html.md) - [createDefaultStoreStep](https://docs.medusajs.com/references/medusa-workflows/steps/createDefaultStoreStep/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) -- [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) -- [createFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/createFulfillmentStep/index.html.md) -- [createReturnFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/createReturnFulfillmentStep/index.html.md) -- [createShippingOptionRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingOptionRulesStep/index.html.md) -- [createShippingOptionsPriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingOptionsPriceSetsStep/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) -- [deleteShippingOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteShippingOptionsStep/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) -- [setShippingOptionsPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/setShippingOptionsPricesStep/index.html.md) -- [updateShippingOptionRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateShippingOptionRulesStep/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) -- [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) -- [validateShippingOptionPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateShippingOptionPricesStep/index.html.md) -- [validateShipmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateShipmentStep/index.html.md) +- [createCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomerAddressesStep/index.html.md) +- [createCustomersStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCustomersStep/index.html.md) +- [maybeUnsetDefaultBillingAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/maybeUnsetDefaultBillingAddressesStep/index.html.md) +- [deleteCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomerAddressesStep/index.html.md) +- [deleteCustomersStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCustomersStep/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) +- [updateCustomerAddressesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCustomerAddressesStep/index.html.md) +- [validateCustomerAccountCreation](https://docs.medusajs.com/references/medusa-workflows/steps/validateCustomerAccountCreation/index.html.md) - [validateDraftOrderStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateDraftOrderStep/index.html.md) -- [uploadFilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/uploadFilesStep/index.html.md) -- [deleteFilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteFilesStep/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) -- [deleteInventoryLevelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteInventoryLevelsStep/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) +- [deleteInventoryItemStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteInventoryItemStep/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) +- [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) +- [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) - [deleteInvitesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteInvitesStep/index.html.md) - [createInviteStep](https://docs.medusajs.com/references/medusa-workflows/steps/createInviteStep/index.html.md) - [refreshInviteTokensStep](https://docs.medusajs.com/references/medusa-workflows/steps/refreshInviteTokensStep/index.html.md) - [validateTokenStep](https://docs.medusajs.com/references/medusa-workflows/steps/validateTokenStep/index.html.md) -- [notifyOnFailureStep](https://docs.medusajs.com/references/medusa-workflows/steps/notifyOnFailureStep/index.html.md) -- [sendNotificationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/sendNotificationsStep/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) +- [createFulfillmentSets](https://docs.medusajs.com/references/medusa-workflows/steps/createFulfillmentSets/index.html.md) +- [createFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/createFulfillmentStep/index.html.md) +- [createReturnFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/createReturnFulfillmentStep/index.html.md) +- [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) +- [createShippingProfilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingProfilesStep/index.html.md) +- [createShippingOptionRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createShippingOptionRulesStep/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) +- [setShippingOptionsPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/setShippingOptionsPricesStep/index.html.md) +- [updateServiceZonesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateServiceZonesStep/index.html.md) +- [updateShippingOptionRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateShippingOptionRulesStep/index.html.md) +- [updateFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateFulfillmentStep/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) +- [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) - [deleteLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteLineItemsStep/index.html.md) - [listLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/listLineItemsStep/index.html.md) - [updateLineItemsStepWithSelector](https://docs.medusajs.com/references/medusa-workflows/steps/updateLineItemsStepWithSelector/index.html.md) -- [authorizePaymentSessionStep](https://docs.medusajs.com/references/medusa-workflows/steps/authorizePaymentSessionStep/index.html.md) +- [sendNotificationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/sendNotificationsStep/index.html.md) +- [notifyOnFailureStep](https://docs.medusajs.com/references/medusa-workflows/steps/notifyOnFailureStep/index.html.md) +- [createPaymentAccountHolderStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPaymentAccountHolderStep/index.html.md) +- [deletePaymentSessionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePaymentSessionsStep/index.html.md) +- [createPaymentSessionStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPaymentSessionStep/index.html.md) +- [deleteRefundReasonsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteRefundReasonsStep/index.html.md) +- [createRefundReasonStep](https://docs.medusajs.com/references/medusa-workflows/steps/createRefundReasonStep/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) - [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) -- [refundPaymentsStep](https://docs.medusajs.com/references/medusa-workflows/steps/refundPaymentsStep/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) +- [authorizePaymentSessionStep](https://docs.medusajs.com/references/medusa-workflows/steps/authorizePaymentSessionStep/index.html.md) - [addOrderTransactionStep](https://docs.medusajs.com/references/medusa-workflows/steps/addOrderTransactionStep/index.html.md) -- [cancelOrderChangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderChangeStep/index.html.md) -- [cancelOrderClaimStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderClaimStep/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) +- [cancelOrderChangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/cancelOrderChangeStep/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) - [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) -- [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) - [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) - [createOrderChangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderChangeStep/index.html.md) - [createOrderClaimItemsFromActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderClaimItemsFromActionsStep/index.html.md) -- [createOrderClaimsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderClaimsStep/index.html.md) - [createOrderExchangeItemsFromActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderExchangeItemsFromActionsStep/index.html.md) +- [createOrderClaimsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderClaimsStep/index.html.md) - [createOrderExchangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderExchangesStep/index.html.md) - [createOrderLineItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createOrderLineItemsStep/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) - [deleteClaimsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteClaimsStep/index.html.md) - [declineOrderChangeStep](https://docs.medusajs.com/references/medusa-workflows/steps/declineOrderChangeStep/index.html.md) -- [createReturnsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createReturnsStep/index.html.md) - [deleteExchangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteExchangesStep/index.html.md) -- [deleteOrderChangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderChangesStep/index.html.md) - [deleteOrderChangeActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderChangeActionsStep/index.html.md) +- [deleteOrderChangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderChangesStep/index.html.md) - [deleteOrderLineItems](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderLineItems/index.html.md) - [deleteOrderShippingMethods](https://docs.medusajs.com/references/medusa-workflows/steps/deleteOrderShippingMethods/index.html.md) -- [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) +- [registerOrderChangesStep](https://docs.medusajs.com/references/medusa-workflows/steps/registerOrderChangesStep/index.html.md) - [registerOrderDeliveryStep](https://docs.medusajs.com/references/medusa-workflows/steps/registerOrderDeliveryStep/index.html.md) -- [setOrderTaxLinesForItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/setOrderTaxLinesForItemsStep/index.html.md) +- [deleteReturnsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteReturnsStep/index.html.md) - [registerOrderShipmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/registerOrderShipmentStep/index.html.md) - [registerOrderFulfillmentStep](https://docs.medusajs.com/references/medusa-workflows/steps/registerOrderFulfillmentStep/index.html.md) -- [updateOrderChangeActionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrderChangeActionsStep/index.html.md) +- [setOrderTaxLinesForItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/setOrderTaxLinesForItemsStep/index.html.md) - [updateOrderShippingMethodsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrderShippingMethodsStep/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) +- [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) -- [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) - [updateOrdersStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateOrdersStep/index.html.md) -- [updatePriceListPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceListPricesStep/index.html.md) +- [updateReturnsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReturnsStep/index.html.md) +- [createPriceListPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPriceListPricesStep/index.html.md) +- [updateReturnItemsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReturnItemsStep/index.html.md) +- [createPriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPriceListsStep/index.html.md) - [removePriceListPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/removePriceListPricesStep/index.html.md) -- [getExistingPriceListsPriceIdsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getExistingPriceListsPriceIdsStep/index.html.md) - [deletePriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePriceListsStep/index.html.md) -- [validatePriceListsStep](https://docs.medusajs.com/references/medusa-workflows/steps/validatePriceListsStep/index.html.md) +- [updatePriceListPricesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceListPricesStep/index.html.md) +- [getExistingPriceListsPriceIdsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getExistingPriceListsPriceIdsStep/index.html.md) - [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) -- [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) -- [updatePricePreferencesAsArrayStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePricePreferencesAsArrayStep/index.html.md) -- [updatePriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceSetsStep/index.html.md) -- [updatePricePreferencesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePricePreferencesStep/index.html.md) -- [createPaymentAccountHolderStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPaymentAccountHolderStep/index.html.md) -- [deletePaymentSessionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePaymentSessionsStep/index.html.md) -- [createRefundReasonStep](https://docs.medusajs.com/references/medusa-workflows/steps/createRefundReasonStep/index.html.md) -- [createPaymentSessionStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPaymentSessionStep/index.html.md) -- [deleteRefundReasonsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteRefundReasonsStep/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) -- [updatePaymentCollectionStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePaymentCollectionStep/index.html.md) - [createCollectionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createCollectionsStep/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) - [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) +- [createProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductTagsStep/index.html.md) +- [createProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createProductsStep/index.html.md) - [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) - [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) - [deleteProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductTagsStep/index.html.md) - [deleteProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductsStep/index.html.md) -- [deleteProductVariantsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteProductVariantsStep/index.html.md) -- [generateProductCsvStep](https://docs.medusajs.com/references/medusa-workflows/steps/generateProductCsvStep/index.html.md) -- [groupProductsForBatchStep](https://docs.medusajs.com/references/medusa-workflows/steps/groupProductsForBatchStep/index.html.md) - [getAllProductsStep](https://docs.medusajs.com/references/medusa-workflows/steps/getAllProductsStep/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) +- [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) -- [updateCollectionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCollectionsStep/index.html.md) -- [updateProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductTagsStep/index.html.md) -- [updateProductOptionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductOptionsStep/index.html.md) +- [parseProductCsvStep](https://docs.medusajs.com/references/medusa-workflows/steps/parseProductCsvStep/index.html.md) +- [groupProductsForBatchStep](https://docs.medusajs.com/references/medusa-workflows/steps/groupProductsForBatchStep/index.html.md) - [updateProductTypesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductTypesStep/index.html.md) +- [updateProductTagsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateProductTagsStep/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) - [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) - [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) +- [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) +- [updatePricePreferencesAsArrayStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePricePreferencesAsArrayStep/index.html.md) +- [updatePriceSetsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePriceSetsStep/index.html.md) - [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) -- [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) +- [deleteCampaignsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteCampaignsStep/index.html.md) +- [removeCampaignPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeCampaignPromotionsStep/index.html.md) - [deletePromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deletePromotionsStep/index.html.md) - [removeRulesFromPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeRulesFromPromotionsStep/index.html.md) -- [removeCampaignPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/removeCampaignPromotionsStep/index.html.md) - [updateCampaignsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCampaignsStep/index.html.md) -- [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) -- [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) +- [updatePromotionRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePromotionRulesStep/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) +- [setRegionsPaymentProvidersStep](https://docs.medusajs.com/references/medusa-workflows/steps/setRegionsPaymentProvidersStep/index.html.md) - [createReturnReasonsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createReturnReasonsStep/index.html.md) -- [updateReturnReasonsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReturnReasonsStep/index.html.md) - [deleteReturnReasonStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteReturnReasonStep/index.html.md) -- [createReservationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createReservationsStep/index.html.md) -- [deleteReservationsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteReservationsStep/index.html.md) +- [updateReturnReasonsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateReturnReasonsStep/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) +- [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) -- [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) -- [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) +- [associateLocationsWithSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/associateLocationsWithSalesChannelsStep/index.html.md) - [createDefaultSalesChannelStep](https://docs.medusajs.com/references/medusa-workflows/steps/createDefaultSalesChannelStep/index.html.md) - [detachLocationsFromSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/detachLocationsFromSalesChannelsStep/index.html.md) -- [updateSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateSalesChannelsStep/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) - [detachProductsFromSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/detachProductsFromSalesChannelsStep/index.html.md) -- [listShippingOptionsForContextStep](https://docs.medusajs.com/references/medusa-workflows/steps/listShippingOptionsForContextStep/index.html.md) +- [updateSalesChannelsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateSalesChannelsStep/index.html.md) - [deleteShippingProfilesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteShippingProfilesStep/index.html.md) -- [createStoresStep](https://docs.medusajs.com/references/medusa-workflows/steps/createStoresStep/index.html.md) -- [updateStoresStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateStoresStep/index.html.md) -- [deleteStoresStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteStoresStep/index.html.md) +- [listShippingOptionsForContextStep](https://docs.medusajs.com/references/medusa-workflows/steps/listShippingOptionsForContextStep/index.html.md) - [createStockLocations](https://docs.medusajs.com/references/medusa-workflows/steps/createStockLocations/index.html.md) - [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) +- [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) +- [deleteUsersStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteUsersStep/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) - [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) +- [createTaxRatesStep](https://docs.medusajs.com/references/medusa-workflows/steps/createTaxRatesStep/index.html.md) - [createTaxRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createTaxRegionsStep/index.html.md) +- [deleteTaxRateRulesStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteTaxRateRulesStep/index.html.md) - [deleteTaxRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/deleteTaxRegionsStep/index.html.md) - [getItemTaxLinesStep](https://docs.medusajs.com/references/medusa-workflows/steps/getItemTaxLinesStep/index.html.md) -- [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) -- [updateTaxRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateTaxRegionsStep/index.html.md) - [listTaxRateRuleIdsStep](https://docs.medusajs.com/references/medusa-workflows/steps/listTaxRateRuleIdsStep/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) +- [listTaxRateIdsStep](https://docs.medusajs.com/references/medusa-workflows/steps/listTaxRateIdsStep/index.html.md) +- [updateTaxRegionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateTaxRegionsStep/index.html.md) # Medusa CLI Reference @@ -31112,6 +31259,22 @@ npx medusa exec [file] [args...] |\`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\`| + + # 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. @@ -31173,22 +31336,6 @@ npx medusa plugin:build ``` -# develop Command - Medusa CLI Reference - -Start Medusa application in development. This command watches files for any changes, then rebuilds the files and restarts the Medusa application. - -```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. @@ -31235,6 +31382,22 @@ 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.| +# 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.| + + # user Command - Medusa CLI Reference Create a new admin user. @@ -31254,22 +31417,6 @@ 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. @@ -31355,6 +31502,51 @@ By default, the Medusa Admin is built to the `.medusa/server/public/admin` direc If you want a separate build to host the admin standalone, such as on Vercel, pass the `--admin-only` option as explained in the [Options](#options) section. This outputs the admin to the `.medusa/admin` directory instead. +# develop Command - Medusa CLI Reference + +Start Medusa application in development. This command watches files for any changes, then rebuilds the files and restarts the Medusa application. + +```bash +npx medusa develop +``` + +## Options + +|Option|Description|Default| +|---|---|---|---|---| +|\`-H \\`|Set host of the Medusa server.|\`localhost\`| +|\`-p \\`|Set port of the Medusa server.|\`9000\`| + + +# new Command - Medusa CLI Reference + +Create a new Medusa application. Unlike the `create-medusa-app` CLI tool, this command provides more flexibility for experienced Medusa developers in creating and configuring their project. + +```bash +medusa new [ []] +``` + +## Arguments + +|Argument|Description|Required|Default| +|---|---|---|---|---|---|---| +|\`dir\_name\`|The name of the directory to create the Medusa application in.|Yes|-| +|\`starter\_url\`|The URL of the starter repository to create the project from.|No|\`https://github.com/medusajs/medusa-starter-default\`| + +## Options + +|Option|Description| +|---|---|---| +|\`-y\`|Skip all prompts, such as databaes prompts. A database might not be created if default PostgreSQL credentials don't work.| +|\`--skip-db\`|Skip database creation.| +|\`--skip-env\`|Skip populating | +|\`--db-user \\`|The database user to use for database setup.| +|\`--db-database \\`|The name of the database used for database setup.| +|\`--db-pass \\`|The database password to use for database setup.| +|\`--db-port \\`|The database port to use for database setup.| +|\`--db-host \\`|The database host to use for database setup.| + + # db Commands - Medusa CLI Reference Commands starting with `db:` perform actions on the database. @@ -31475,22 +31667,6 @@ npx medusa db:sync-links |\`--execute-all\`|Skip prompts when syncing links and execute all (including unsafe) actions.|No|Prompts are shown for unsafe actions, by default.| -# 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\`| - - # 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). @@ -31507,35 +31683,6 @@ npx medusa exec [file] [args...] |\`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.| - - # 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. @@ -36099,6 +36246,795 @@ 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. @@ -39980,795 +40916,6 @@ 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). -# 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. @@ -41419,6 +41566,1797 @@ If you are new to Medusa, check out the [main documentation](https://docs.medusa To learn more about the commerce features that Medusa provides, check out Medusa's [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md). +# Implement Loyalty Points System in Medusa + +In this tutorial, you'll learn how to implement a loyalty points system in Medusa. + +Medusa Cloud provides a beta Store Credits feature that facilitates building a loyalty point system. [Get in touch](https://medusajs.com/contact) for early access. + +When you install a Medusa application, you get a fully-fledged commerce platform with a Framework for customization. The Medusa application's commerce features are built around [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md), which are available out-of-the-box. These features include management capabilities related to carts, orders, promotions, and more. + +A loyalty point system allows customers to earn points for purchases, which can be redeemed for discounts or rewards. In this tutorial, you'll learn how to customize the Medusa application to implement a loyalty points system. + +You can follow this tutorial whether you're new to Medusa or an advanced Medusa developer. + +## Summary + +By following this tutorial, you will learn how to: + +- Install and set up Medusa. +- Define models to store loyalty points and the logic to manage them. +- Build flows that allow customers to earn and redeem points during checkout. + - Points are redeemed through dynamic promotions specific to the customer. +- Customize the cart completion flow to validate applied loyalty points. + +![Diagram illustrating redeem loyalty points flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1744126213/Medusa%20Resources/redeem-points-flow_kzgkux.jpg) + +- [Loyalty Points Repository](https://github.com/medusajs/examples/tree/main/loyalty-points): Find the full code for this guide in this repository. +- [OpenApi Specs for Postman](https://res.cloudinary.com/dza7lstvk/raw/upload/v1744212595/OpenApi/Loyalty-Points_jwi5e9.yaml): Import this OpenApi Specs file into tools like Postman. + +*** + +## Step 1: Install a Medusa Application + +### Prerequisites + +- [Node.js v20+](https://nodejs.org/en/download) +- [Git CLI tool](https://git-scm.com/downloads) +- [PostgreSQL](https://www.postgresql.org/download/) + +Start by installing the Medusa application on your machine with the following command: + +```bash +npx create-medusa-app@latest +``` + +You'll first be asked for the project's name. Then, when asked whether you want to install the [Next.js Starter Storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md), choose Yes. + +Afterward, the installation process will start, which will install the Medusa application in a directory with your project's name, and the Next.js Starter Storefront in a separate directory with the `{project-name}-storefront` name. + +The Medusa application is composed of a headless Node.js server and an admin dashboard. The storefront is installed or custom-built separately and connects to the Medusa application through its REST endpoints, called [API routes](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). Learn more in [Medusa's Architecture documentation](https://docs.medusajs.com/docs/learn/introduction/architecture/index.html.md). + +Once the installation finishes successfully, the Medusa Admin dashboard will open with a form to create a new user. Enter the user's credentials and submit the form. Afterward, you can log in with the new user and explore the dashboard. + +Check out the [troubleshooting guides](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/troubleshooting/create-medusa-app-errors/index.html.md) for help. + +*** + +## Step 2: Create Loyalty Module + +In Medusa, you can build custom features in a [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md). A module is a reusable package with functionalities related to a single feature or domain. Medusa integrates the module into your application without implications or side effects on your setup. + +In the module, you define the data models necessary for a feature and the logic to manage these data models. Later, you can build commerce flows around your module. + +In this step, you'll build a Loyalty Module that defines the necessary data models to store and manage loyalty points for customers. + +Refer to the [Modules documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) to learn more. + +### Create Module Directory + +Modules are created under the `src/modules` directory of your Medusa application. So, create the directory `src/modules/loyalty`. + +### Create Data Models + +A data model represents a table in the database. You create data models using Medusa's Data Model Language (DML). It simplifies defining a table's columns, relations, and indexes with straightforward methods and configurations. + +Refer to the [Data Models documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#1-create-data-model/index.html.md) to learn more. + +For the Loyalty Module, you need to define a `LoyaltyPoint` data model that represents a customer's loyalty points. So, create the file `src/modules/loyalty/models/loyalty-point.ts` with the following content: + +```ts title="src/modules/loyalty/models/loyalty-point.ts" highlights={dmlHighlights} +import { model } from "@medusajs/framework/utils" + +const LoyaltyPoint = model.define("loyalty_point", { + id: model.id().primaryKey(), + points: model.number().default(0), + customer_id: model.text().unique("IDX_LOYALTY_CUSTOMER_ID"), +}) + +export default LoyaltyPoint +``` + +You define the `LoyaltyPoint` data model using the `model.define` method of the DML. It accepts the data model's table name as a first parameter, and the model's schema object as a second parameter. + +The `LoyaltyPoint` data model has the following properties: + +- `id`: A unique ID for the loyalty points. +- `points`: The number of loyalty points a customer has. +- `customer_id`: The ID of the customer who owns the loyalty points. This property has a unique index to ensure that each customer has only one record in the `loyalty_point` table. + +Learn more about defining data model properties in the [Property Types documentation](https://docs.medusajs.com/docs/learn/fundamentals/data-models/properties/index.html.md). + +### Create Module's Service + +You now have the necessary data model in the Loyalty Module, but you'll need to manage its records. You do this by creating a service in the module. + +A service is a TypeScript or JavaScript class that the module exports. In the service's methods, you can connect to the database, allowing you to manage your data models, or connect to a third-party service, which is useful if you're integrating with external services. + +Refer to the [Module Service documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#2-create-service/index.html.md) to learn more. + +To create the Loyalty Module's service, create the file `src/modules/loyalty/service.ts` with the following content: + +```ts title="src/modules/loyalty/service.ts" +import { MedusaError, MedusaService } from "@medusajs/framework/utils" +import LoyaltyPoint from "./models/loyalty-point" +import { InferTypeOf } from "@medusajs/framework/types" + +type LoyaltyPoint = InferTypeOf + +class LoyaltyModuleService extends MedusaService({ + LoyaltyPoint, +}) { + // TODO add methods +} + +export default LoyaltyModuleService +``` + +The `LoyaltyModuleService` extends `MedusaService` from the Modules SDK which generates a class with data-management methods for your module's data models. This saves you time on implementing Create, Read, Update, and Delete (CRUD) methods. + +So, the `LoyaltyModuleService` class now has methods like `createLoyaltyPoints` and `retrieveLoyaltyPoint`. + +Find all methods generated by the `MedusaService` in [the Service Factory reference](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/service-factory-reference/index.html.md). + +#### Add Methods to the Service + +Aside from the basic CRUD methods, you need to add methods that handle custom functionalities related to loyalty points. + +First, you need a method that adds loyalty points for a customer. Add the following method to the `LoyaltyModuleService`: + +```ts title="src/modules/loyalty/service.ts" +class LoyaltyModuleService extends MedusaService({ + LoyaltyPoint, +}) { + async addPoints(customerId: string, points: number): Promise { + const existingPoints = await this.listLoyaltyPoints({ + customer_id: customerId, + }) + + if (existingPoints.length > 0) { + return await this.updateLoyaltyPoints({ + id: existingPoints[0].id, + points: existingPoints[0].points + points, + }) + } + + return await this.createLoyaltyPoints({ + customer_id: customerId, + points, + }) + } +} +``` + +You add an `addPoints` method that accepts two parameters: the ID of the customer and the points to add. + +In the method, you retrieve the customer's existing loyalty points using the `listLoyaltyPoints` method, which is automatically generated by the `MedusaService`. If the customer has existing points, you update them with the new points using the `updateLoyaltyPoints` method. + +Otherwise, if the customer doesn't have existing loyalty points, you create a new record with the `createLoyaltyPoints` method. + +The next method you'll add deducts points from the customer's loyalty points, which is useful when the customer redeems points. Add the following method to the `LoyaltyModuleService`: + +```ts title="src/modules/loyalty/service.ts" +class LoyaltyModuleService extends MedusaService({ + LoyaltyPoint, +}) { + // ... + async deductPoints(customerId: string, points: number): Promise { + const existingPoints = await this.listLoyaltyPoints({ + customer_id: customerId, + }) + + if (existingPoints.length === 0 || existingPoints[0].points < points) { + throw new MedusaError( + MedusaError.Types.NOT_ALLOWED, + "Insufficient loyalty points" + ) + } + + return await this.updateLoyaltyPoints({ + id: existingPoints[0].id, + points: existingPoints[0].points - points, + }) + } +} +``` + +The `deductPoints` method accepts the customer ID and the points to deduct. + +In the method, you retrieve the customer's existing loyalty points using the `listLoyaltyPoints` method. If the customer doesn't have existing points or if the points to deduct are greater than the existing points, you throw an error. + +Otherwise, you update the customer's loyalty points with the new value using the `updateLoyaltyPoints` method, which is automatically generated by `MedusaService`. + +Next, you'll add the method that retrieves the points of a customer. Add the following method to the `LoyaltyModuleService`: + +```ts title="src/modules/loyalty/service.ts" +class LoyaltyModuleService extends MedusaService({ + LoyaltyPoint, +}) { + // ... + async getPoints(customerId: string): Promise { + const points = await this.listLoyaltyPoints({ + customer_id: customerId, + }) + + return points[0]?.points || 0 + } +} +``` + +The `getPoints` method accepts the customer ID and retrieves the customer's loyalty points using the `listLoyaltyPoints` method. If the customer has no points, it returns `0`. + +#### Add Method to Map Points to Discount + +Finally, you'll add a method that implements the logic of mapping loyalty points to a discount amount. This is useful when the customer wants to redeem their points during checkout. + +The mapping logic may differ for each use case. For example, you may need to use a third-party service to map the loyalty points discount amount, or use some custom calculation. + +To simplify the logic in this tutorial, you'll use a simple calculation that maps 1 point to 1 currency unit. For example, `100` points = `$100` discount. + +Add the following method to the `LoyaltyModuleService`: + +```ts title="src/modules/loyalty/service.ts" +class LoyaltyModuleService extends MedusaService({ + LoyaltyPoint, +}) { + // ... + async calculatePointsFromAmount(amount: number): Promise { + // Convert amount to points using a standard conversion rate + // For example, $1 = 1 point + // Round down to nearest whole point + const points = Math.floor(amount) + + if (points < 0) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Amount cannot be negative" + ) + } + + return points + } +} +``` + +The `calculatePointsFromAmount` method accepts the amount and converts it to the nearest whole number of points. If the amount is negative, it throws an error. + +You'll use this method later to calculate the amount discounted when a customer redeems their loyalty points. + +### Export Module Definition + +The final piece to a module is its definition, which you export in an `index.ts` file at its root directory. This definition tells Medusa the name of the module and its service. + +So, create the file `src/modules/loyalty/index.ts` with the following content: + +```ts title="src/modules/loyalty/index.ts" +import { Module } from "@medusajs/framework/utils" +import LoyaltyModuleService from "./service" + +export const LOYALTY_MODULE = "loyalty" + +export default Module(LOYALTY_MODULE, { + service: LoyaltyModuleService, +}) +``` + +You use the `Module` function from the Modules SDK to create the module's definition. It accepts two parameters: + +1. The module's name, which is `loyalty`. +2. An object with a required property `service` indicating the module's service. + +You also export the module's name as `LOYALTY_MODULE` so you can reference it later. + +### Add Module to Medusa's Configurations + +Once you finish building the module, add it to Medusa's configurations to start using it. + +In `medusa-config.ts`, add a `modules` property and pass an array with your custom module: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "./src/modules/loyalty", + }, + ], +}) +``` + +Each object in the `modules` array has a `resolve` property, whose value is either a path to the module's directory, or an `npm` package’s name. + +### Generate Migrations + +Since data models represent tables in the database, you define how they're created in the database with migrations. A migration is a TypeScript or JavaScript file that defines database changes made by a module. + +Refer to the [Migrations documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#5-generate-migrations/index.html.md) to learn more. + +Medusa's CLI tool can generate the migrations for you. To generate a migration for the Loyalty Module, run the following command in your Medusa application's directory: + +```bash +npx medusa db:generate loyalty +``` + +The `db:generate` command of the Medusa CLI accepts the name of the module to generate the migration for. You'll now have a `migrations` directory under `src/modules/loyalty` that holds the generated migration. + +Then, to reflect these migrations on the database, run the following command: + +```bash +npx medusa db:migrate +``` + +The table for the `LoyaltyPoint` data model is now created in the database. + +*** + +## Step 3: Change Loyalty Points Flow + +Now that you have a module that stores and manages loyalty points in the database, you'll start building flows around it that allow customers to earn and redeem points. + +The first flow you'll build will either add points to a customer's loyalty points or deduct them based on a purchased order. If the customer hasn't redeemed points, the points are added to their loyalty points. Otherwise, the points are deducted from their loyalty points. + +To build custom commerce features in Medusa, you create a [workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). A workflow is a series of queries and actions, called steps, that complete a task. You construct a workflow like you construct a function, but it's a special function that allows you to track its executions' progress, define roll-back logic, and configure other advanced features. Then, you execute the workflow from other customizations, such as in an endpoint. + +In this section, you'll build the workflow that adds or deducts loyalty points for an order's customer. Later, you'll execute this workflow when an order is placed. + +Learn more about workflows in the [Workflows documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). + +The workflow will have the following steps: + +- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the order's details. +- [validateCustomerExistsStep](#validateCustomerExistsStep): Validate that the customer is registered. +- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. + +Medusa provides the `useQueryGraphStep` and `updatePromotionsStep` in its `@medusajs/medusa/core-flows` package. So, you'll only implement the other steps. + +### validateCustomerExistsStep + +In the workflow, you first need to validate that the customer is registered. Only registered customers can earn and redeem loyalty points. + +To do this, create the file `src/workflows/steps/validate-customer-exists.ts` with the following content: + +```ts title="src/workflows/steps/validate-customer-exists.ts" +import { CustomerDTO } from "@medusajs/framework/types" +import { createStep } from "@medusajs/framework/workflows-sdk" +import { MedusaError } from "@medusajs/framework/utils" + +export type ValidateCustomerExistsStepInput = { + customer: CustomerDTO | null | undefined +} + +export const validateCustomerExistsStep = createStep( + "validate-customer-exists", + async ({ customer }: ValidateCustomerExistsStepInput) => { + if (!customer) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Customer not found" + ) + } + + if (!customer.has_account) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Customer must have an account to earn or manage points" + ) + } + } +) +``` + +You create a step with `createStep` from the Workflows SDK. It accepts two parameters: + +1. The step's unique name, which is `validate-customer-exists`. +2. An async function that receives two parameters: + - The step's input, which is in this case an object with the customer's details. + - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of Framework and commerce tools that you can access in the step. + +In the step function, you validate that the customer is defined and that it's registered based on its `has_account` property. Otherwise, you throw an error. + +### getCartLoyaltyPromoStep + +Next, you'll need to retrieve the loyalty promotion applied on the cart, if there's any. This is useful to determine whether the customer has redeemed points. + +Before you create a step, you'll create a utility function that the step uses to retrieve the loyalty promotion of a cart. You'll create it as a separate utility function to use it later in other customizations. + +Create the file `src/utils/promo.ts` with the following content: + +```ts title="src/utils/promo.ts" +import { PromotionDTO, CustomerDTO, CartDTO } from "@medusajs/framework/types" + +export type CartData = CartDTO & { + promotions?: PromotionDTO[] + customer?: CustomerDTO + metadata: { + loyalty_promo_id?: string + } +} + +export function getCartLoyaltyPromotion( + cart: CartData +): PromotionDTO | undefined { + if (!cart?.metadata?.loyalty_promo_id) { + return + } + + return cart.promotions?.find( + (promotion) => promotion.id === cart.metadata.loyalty_promo_id + ) +} +``` + +You create a `getCartLoyaltyPromotion` function that accepts the cart's details as an input and returns the loyalty promotion if it exists. You retrieve the loyalty promotion if its ID is stored in the cart's `metadata.loyalty_promo_id` property. + +You can now create the step that uses this utility to retrieve a carts loyalty points promotion. To create the step, create the file `src/workflows/steps/get-cart-loyalty-promo.ts` with the following content: + +```ts title="src/workflows/steps/get-cart-loyalty-promo.ts" +import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" +import { CartData, getCartLoyaltyPromotion } from "../../utils/promo" +import { MedusaError } from "@medusajs/framework/utils" + +type GetCartLoyaltyPromoStepInput = { + cart: CartData, + throwErrorOn?: "found" | "not-found" +} + +export const getCartLoyaltyPromoStep = createStep( + "get-cart-loyalty-promo", + async ({ cart, throwErrorOn }: GetCartLoyaltyPromoStepInput) => { + const loyaltyPromo = getCartLoyaltyPromotion(cart) + + if (throwErrorOn === "found" && loyaltyPromo) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Loyalty promotion already applied to cart" + ) + } else if (throwErrorOn === "not-found" && !loyaltyPromo) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "No loyalty promotion found on cart" + ) + } + + return new StepResponse(loyaltyPromo) + } +) +``` + +You create a step that accepts an object having the following properties: + +- `cart`: The cart's details. +- `throwErrorOn`: An optional property that indicates whether to throw an error if the loyalty promotion is found or not found. + +The `throwErrorOn` property is useful to make the step reusable in different scenarios, allowing you to use it in later workflows. + +In the step, you call the `getCartLoyaltyPromotion` utility to retrieve the loyalty promotion. If the `throwErrorOn` property is set to `found` and the loyalty promotion is found, you throw an error. + +Otherwise, if the `throwErrorOn` property is set to `not-found` and the loyalty promotion is not found, you throw an error. + +To return data from a step, you return an instance of `StepResponse` from the Workflows SDK. It accepts as a parameter the data to return, which is the loyalty promotion in this case. + +### deductPurchasePointsStep + +If the order's cart has a loyalty promotion, you need to deduct points from the customer's loyalty points. To do this, create the file `src/workflows/steps/deduct-purchase-points.ts` with the following content: + +```ts title="src/workflows/steps/deduct-purchase-points.ts" highlights={deductStepHighlights} collapsibleLines="1-7" expandButtonLabel="Show Imports" +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { LOYALTY_MODULE } from "../../modules/loyalty" +import LoyaltyModuleService from "../../modules/loyalty/service" + +type DeductPurchasePointsInput = { + customer_id: string + amount: number +} + +export const deductPurchasePointsStep = createStep( + "deduct-purchase-points", + async ({ + customer_id, amount, + }: DeductPurchasePointsInput, { container }) => { + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + + const pointsToDeduct = await loyaltyModuleService.calculatePointsFromAmount( + amount + ) + + const result = await loyaltyModuleService.deductPoints( + customer_id, + pointsToDeduct + ) + + return new StepResponse(result, { + customer_id, + points: pointsToDeduct, + }) + }, + async (data, { container }) => { + if (!data) { + return + } + + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + + // Restore points in case of failure + await loyaltyModuleService.addPoints( + data.customer_id, + data.points + ) + } +) +``` + +You create a step that accepts an object having the following properties: + +- `customer_id`: The ID of the customer to deduct points from. +- `amount`: The promotion's amount, which will be used to calculate the points to deduct. + +In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you use the `calculatePointsFromAmount` method to calculate the points to deduct from the promotion's amount. + +After that, you call the `deductPoints` method to deduct the points from the customer's loyalty points. + +Finally, you return a `StepResponse` with the result of the `deductPoints`. + +#### Compensation Function + +This step has a compensation function, which is passed as a third parameter to the `createStep` function. + +The compensation function undoes the actions performed in a step. Then, if an error occurs during the workflow's execution, the compensation functions of executed steps are called to roll back the changes. This mechanism ensures data consistency in your application, especially as you integrate external systems. + +The compensation function accepts two parameters: + +1. Data passed from the step function to the compensation function. The data is passed as a second parameter of the returned `StepResponse` instance. +2. An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md). + +In the compensation function, you resolve the Loyalty Module's service from the Medusa container. Then, you call the `addPoints` method to restore the points deducted from the customer's loyalty points if an error occurs. + +### addPurchaseAsPointsStep + +The last step you'll create adds points to the customer's loyalty points. You'll use this step if the customer didn't redeem points during checkout. + +To create the step, create the file `src/workflows/steps/add-purchase-as-points.ts` with the following content: + +```ts title="src/workflows/steps/add-purchase-as-points.ts" highlights={addPointsHighlights} collapsibleLines="1-7" expandButtonLabel="Show Imports" +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { LOYALTY_MODULE } from "../../modules/loyalty" +import LoyaltyModuleService from "../../modules/loyalty/service" + +type StepInput = { + customer_id: string + amount: number +} + +export const addPurchaseAsPointsStep = createStep( + "add-purchase-as-points", + async (input: StepInput, { container }) => { + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + + const pointsToAdd = await loyaltyModuleService.calculatePointsFromAmount( + input.amount + ) + + const result = await loyaltyModuleService.addPoints( + input.customer_id, + pointsToAdd + ) + + return new StepResponse(result, { + customer_id: input.customer_id, + points: pointsToAdd, + }) + }, + async (data, { container }) => { + if (!data) { + return + } + + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + + await loyaltyModuleService.deductPoints( + data.customer_id, + data.points + ) + } +) +``` + +You create a step that accepts an object having the following properties: + +- `customer_id`: The ID of the customer to add points to. +- `amount`: The order's amount, which will be used to calculate the points to add. + +In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you use the `calculatePointsFromAmount` method to calculate the points to add from the order's amount. + +After that, you call the `addPoints` method to add the points to the customer's loyalty points. + +Finally, you return a `StepResponse` with the result of the `addPoints`. + +You also pass to the compensation function the customer's ID and the points added. In the compensation function, you deduct the points if an error occurs. + +### Add Utility Functions + +Before you create the workflow, you need a utility function that checks whether an order's cart has a loyalty promotion. This is useful to determine whether the customer redeemed points during checkout, allowing you to decide which steps to execute. + +To add the utility function, add the following to `src/utils/promo.ts`: + +```ts title="src/utils/promo.ts" +import { OrderDTO } from "@medusajs/framework/types" + +export type OrderData = OrderDTO & { + promotion?: PromotionDTO[] + customer?: CustomerDTO + cart?: CartData +} + +export const CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE = "customer_id" + +export function orderHasLoyaltyPromotion(order: OrderData): boolean { + const loyaltyPromotion = getCartLoyaltyPromotion( + order.cart as unknown as CartData + ) + + return loyaltyPromotion?.rules?.some((rule) => { + return rule?.attribute === CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE && ( + rule?.values?.some((value) => value.value === order.customer?.id) || false + ) + }) || false +} +``` + +You first define an `OrderData` type that extends the `OrderDTO` type. This type has the order's details, including the cart, customer, and promotions details. + +Then, you define a constant `CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE` that represents the attribute used in the promotion rule to check whether the customer ID is valid. + +Finally, you create the `orderHasLoyaltyPromotion` function that accepts an order's details and checks whether it has a loyalty promotion. It returns `true` if: + +- The order's cart has a loyalty promotion. You use the `getCartLoyaltyPromotion` utility to try to retrieve the loyalty promotion. +- The promotion's rules include the `customer_id` attribute and its value matches the order's customer ID. + - When you create the promotion for the cart later, you'll see how to set this rule. + +You'll use this utility in the workflow next. + +### Create the Workflow + +Now that you have all the steps, you can create the workflow that uses them. + +To create the workflow, create the file `src/workflows/handle-order-points.ts` with the following content: + +```ts title="src/workflows/handle-order-points.ts" highlights={handleOrderPointsHighlights} collapsibleLines="1-9" expandButtonLabel="Show Imports" +import { createWorkflow, when } from "@medusajs/framework/workflows-sdk" +import { updatePromotionsStep, useQueryGraphStep } from "@medusajs/medusa/core-flows" +import { validateCustomerExistsStep, ValidateCustomerExistsStepInput } from "./steps/validate-customer-exists" +import { deductPurchasePointsStep } from "./steps/deduct-purchase-points" +import { addPurchaseAsPointsStep } from "./steps/add-purchase-as-points" +import { OrderData, CartData } from "../utils/promo" +import { orderHasLoyaltyPromotion } from "../utils/promo" +import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" + +type WorkflowInput = { + order_id: string +} + +export const handleOrderPointsWorkflow = createWorkflow( + "handle-order-points", + ({ order_id }: WorkflowInput) => { + // @ts-ignore + const { data: orders } = useQueryGraphStep({ + entity: "order", + fields: [ + "id", + "customer.*", + "total", + "cart.*", + "cart.promotions.*", + "cart.promotions.rules.*", + "cart.promotions.rules.values.*", + "cart.promotions.application_method.*", + ], + filters: { + id: order_id, + }, + options: { + throwIfKeyNotFound: true, + }, + }) + + validateCustomerExistsStep({ + customer: orders[0].customer, + } as ValidateCustomerExistsStepInput) + + const loyaltyPointsPromotion = getCartLoyaltyPromoStep({ + cart: orders[0].cart as unknown as CartData, + }) + + when(orders, (orders) => + orderHasLoyaltyPromotion(orders[0] as unknown as OrderData) && + loyaltyPointsPromotion !== undefined + ) + .then(() => { + deductPurchasePointsStep({ + customer_id: orders[0].customer!.id, + amount: loyaltyPointsPromotion.application_method!.value as number, + }) + + updatePromotionsStep([ + { + id: loyaltyPointsPromotion.id, + status: "inactive", + }, + ]) + }) + + + when( + orders, + (order) => !orderHasLoyaltyPromotion(order[0] as unknown as OrderData) + ) + .then(() => { + addPurchaseAsPointsStep({ + customer_id: orders[0].customer!.id, + amount: orders[0].total, + }) + }) + } +) +``` + +You create a workflow using `createWorkflow` from the Workflows SDK. It accepts the workflow's unique name as a first parameter. + +It accepts as a second parameter a constructor function, which is the workflow's implementation. The function can accept input, which in this case is an object with the order's ID. + +In the workflow's constructor function, you: + +- Use `useQueryGraphStep` to retrieve the order's details. You pass the order's ID as a filter to retrieve the order. + - This step uses [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), which is a tool that retrieves data across modules. +- Validate that the customer is registered using the `validateCustomerExistsStep`. +- Retrieve the cart's loyalty promotion using the `getCartLoyaltyPromoStep`. +- Use `when` to check whether the order's cart has a loyalty promotion. + - Since you can't perform data manipulation in a workflow's constructor function, `when` allows you to perform steps if a condition is satisfied. + - You pass as a first parameter the object to perform the condition on, which is the order in this case. In the second parameter, you pass a function that returns a boolean value, indicating whether the condition is satisfied. + - To specify the steps to perform if a condition is satisfied, you chain a `then` method to the `when` method. You can perform any step within the `then` method. + - In this case, if the order's cart has a loyalty promotion, you call the `deductPurchasePointsStep` to deduct points from the customer's loyalty points. You also call the `updatePromotionsStep` to deactivate the cart's loyalty promotion. +- You use another `when` to check whether the order's cart doesn't have a loyalty promotion. + - If the condition is satisfied, you call the `addPurchaseAsPointsStep` to add points to the customer's loyalty points. + +You'll use this workflow next when an order is placed. + +To learn more about the constraints on a workflow's constructor function, refer to the [Workflow Constraints](https://docs.medusajs.com/docs/learn/fundamentals/workflows/constructor-constraints/index.html.md) documentation. Refer to the [When-Then](https://docs.medusajs.com/docs/learn/fundamentals/workflows/conditions/index.html.md) documentation to learn more about the `when` method and how to use it in a workflow. + +*** + +## Step 4: Handle Order Placed Event + +Now that you have the workflow that handles adding or deducting loyalty points for an order, you need to execute it when an order is placed. + +Medusa has an event system that allows you to listen to events emitted by the Medusa server using a [subscriber](https://docs.medusajs.com/docs//learn/fundamentals/events-and-subscribers/index.html.md). A subscriber is an asynchronous function that's executed when its associated event is emitted. In a subscriber, you can execute a workflow that performs actions in result of the event. + +In this step, you'll create a subscriber that listens to the `order.placed` event and executes the `handleOrderPointsWorkflow` workflow. + +Refer to the [Events and Subscribers](https://docs.medusajs.com/docs/learn/fundamentals/events-and-subscribers/index.html.md) documentation to learn more. + +Subscribers are created in a TypeScript or JavaScript file under the `src/subscribers` directory. So, to create a subscriber, create the fle `src/subscribers/order-placed.ts` with the following content: + +```ts title="src/subscribers/order-placed.ts" +import type { + SubscriberArgs, + SubscriberConfig, +} from "@medusajs/framework" +import { handleOrderPointsWorkflow } from "../workflows/handle-order-points" + +export default async function orderPlacedHandler({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + await handleOrderPointsWorkflow(container).run({ + input: { + order_id: data.id, + }, + }) +} + +export const config: SubscriberConfig = { + event: "order.placed", +} +``` + +The subscriber file must export: + +- An asynchronous subscriber function that's executed whenever the associated event, which is `order.placed` is triggered. +- A configuration object with an event property whose value is the event the subscriber is listening to. You can also pass an array of event names to listen to multiple events in the same subscriber. + +The subscriber function accepts an object with the following properties: + +- `event`: An object with the event's data payload. For example, the `order.placed` event has the order's ID in its data payload. +- `container`: The Medusa container, which you can use to resolve services and tools. + +In the subscriber function, you execute the `handleOrderPointsWorkflow` by invoking it, passing it the Medusa container, then using its `run` method, passing it the workflow's input. + +Whenever an order is placed now, the subscriber will be executed, which in turn will execute the workflow that handles the loyalty points flow. + +### Test it Out + +To test out the loyalty points flow, you'll use the [Next.js Starter Storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md) that you installed in the first step. As mentioned in that step, the storefront will be installed in a separate directory from the Medusa application, and its name is `{project-name}-storefront`, where `{project-name}` is the name of your Medusa application's directory. + +So, run the following command in the Medusa application's directory to start the Medusa server: + +```bash npm2yarn badgeLabel="Medusa Application" badgeColor="green" +npm run dev +``` + +Then, run the following command in the Next.js Starter Storefront's directory to start the Next.js server: + +```bash npm2yarn badgeLabel="Storefront" badgeColor="blue" +npm run dev +``` + +The Next.js Starter Storefront will be running on `http://localhost:8000`, and the Medusa server will be running on `http://localhost:9000`. + +Open the Next.js Starter Storefront in your browser and create a new account by going to Account at the top right. + +Once you're logged in, add an item to the cart and go through the checkout flow. + +After you place the order, you'll see the following message in your Medusa application's terminal: + +```bash +info: Processing order.placed which has 1 subscribers +``` + +This message indicates that the `order.placed` event was emitted, and that your subscriber was executed. + +Since you didn't redeem any points during checkout, loyalty points will be added to your account. You'll implement an API route that allows you to retrieve the loyalty points in the next step. + +*** + +## Step 5: Retrieve Loyalty Points API Route + +Next, you want to allow customers to view their loyalty points. You can show them on their profile page, or during checkout. + +To expose a feature to clients, you create an [API route](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). An API Route is an endpoint that exposes commerce features to external applications and clients, such as storefronts. + +You'll create an API route at the path `/store/customers/me/loyalty-points` that returns the loyalty points of the authenticated customer. + +Learn more about API routes in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). + +An API route is created in a `route.ts` file under a sub-directory of the `src/api` directory. The path of the API route is the file's path relative to `src/api`. + +So, to create an API route at the path `/store/customers/me/loyalty-points`, create the file `src/api/store/customers/me/loyalty-points/route.ts` with the following content: + +```ts title="src/api/store/customers/me/loyalty-points/route.ts" + +import { + AuthenticatedMedusaRequest, + MedusaResponse, +} from "@medusajs/framework/http" +import { LOYALTY_MODULE } from "../../../../../modules/loyalty" +import LoyaltyModuleService from "../../../../../modules/loyalty/service" + +export async function GET( + req: AuthenticatedMedusaRequest, + res: MedusaResponse +) { + const loyaltyModuleService: LoyaltyModuleService = req.scope.resolve( + LOYALTY_MODULE + ) + + const points = await loyaltyModuleService.getPoints( + req.auth_context.actor_id + ) + + res.json({ + points, + }) +} +``` + +Since you export a `GET` route handler function, you're exposing a `GET` endpoint at `/store/customers/me/loyalty-points`. The route handler function accepts two parameters: + +1. A request object with details and context on the request, such as body parameters or authenticated customer details. +2. A response object to manipulate and send the response. + +In the route handler, you resolve the Loyalty Module's service from the Medusa container (which is available at `req.scope`). + +Then, you call the service's `getPoints` method to retrieve the authenticated customer's loyalty points. Note that routes starting with `/store/customers/me` are only accessible by authenticated customers. You can access the authenticated customer ID from the request's context, which is available at `req.auth_context.actor_id`. + +Finally, you return the loyalty points in the response. + +You'll test out this route as you customize the Next.js Starter Storefront next. + +*** + +## Step 6: Show Loyalty Points During Checkout + +Now that you have the API route to retrieve the loyalty points, you can show them during checkout. + +In this step, you'll customize the Next.js Starter Storefront to show the loyalty points in the checkout page. + +First, you'll add a server action function that retrieves the loyalty points from the route you created earlier. In `src/lib/data/customer.ts`, add the following function: + +```ts title="src/lib/data/customer.ts" badgeLabel="Storefront" badgeColor="blue" +export const getLoyaltyPoints = async () => { + const headers = { + ...(await getAuthHeaders()), + } + + return sdk.client.fetch<{ points: number }>( + `/store/customers/me/loyalty-points`, + { + method: "GET", + headers, + } + ) + .then(({ points }) => points) + .catch(() => null) +} +``` + +You add a `getLoyaltyPoints` function that retrieves the authenticated customer's loyalty points from the API route you created earlier. You pass the authentication headers using the `getAuthHeaders` function, which is a utility function defined in the Next.js Starter Storefront. + +If the customer isn't authenticated, the request will fail. So, you catch the error and return `null` in that case. + +Next, you'll create a component that shows the loyalty points in the checkout page. Create the file `src/modules/checkout/components/loyalty-points/index.tsx` with the following content: + +```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" highlights={loyaltyPointsHighlights} +"use client" + +import { HttpTypes } from "@medusajs/types" +import { useEffect, useMemo, useState } from "react" +import { getLoyaltyPoints } from "../../../../lib/data/customer" +import { Button, Heading } from "@medusajs/ui" +import Link from "next/link" + +type LoyaltyPointsProps = { + cart: HttpTypes.StoreCart & { + promotions: HttpTypes.StorePromotion[] + } +} + +const LoyaltyPoints = ({ cart }: LoyaltyPointsProps) => { + const isLoyaltyPointsPromoApplied = useMemo(() => { + return cart.promotions.find( + (promo) => promo.id === cart.metadata?.loyalty_promo_id + ) !== undefined + }, [cart]) + const [loyaltyPoints, setLoyaltyPoints] = useState< + number | null + >(null) + + useEffect(() => { + getLoyaltyPoints() + .then((points) => { + console.log(points) + setLoyaltyPoints(points) + }) + }, []) + + const handleTogglePromotion = async ( + e: React.MouseEvent + ) => { + e.preventDefault() + // TODO apply or remove loyalty promotion + } + + return ( + <> +
+
+ + Loyalty Points + + {loyaltyPoints === null && ( + + Sign up to get and use loyalty points + + )} + {loyaltyPoints !== null && ( +
+ + + You have {loyaltyPoints} loyalty points + +
+ )} +
+ + ) +} + +export default LoyaltyPoints +``` + +You create a `LoyaltyPoints` component that accepts the cart's details as a prop. In the component, you: + +- Create a `isLoyaltyPointsPromoApplied` memoized value that checks whether the cart has a loyalty promotion applied. You use the `cart.metadata.loyalty_promo_id` property to check this. +- Create a `loyaltyPoints` state to store the customer's loyalty points. +- Call the `getLoyaltyPoints` function in a `useEffect` hook to retrieve the loyalty points from the API route you created earlier. You set the `loyaltyPoints` state with the retrieved points. +- Define `handleTogglePromotion` that, when clicked, would either apply or remove the promotion. You'll implement these functionalities later. +- Render the loyalty points in the component. If the customer isn't authenticated, you show a link to the account page to sign up. Otherwise, you show the loyalty points and a button to apply or remove the promotion. + +Next, you'll show this component at the end of the checkout's summary component. So, import the component in `src/modules/checkout/templates/checkout-summary/index.tsx`: + +```tsx title="src/modules/checkout/templates/checkout-summary/index.tsx" badgeLabel="Storefront" badgeColor="blue" +import LoyaltyPoints from "../../components/loyalty-points" +``` + +Then, in the return statement of the `CheckoutSummary` component, add the following after the `div` wrapping the `DiscountCode`: + +```tsx title="src/modules/checkout/templates/checkout-summary/index.tsx" badgeLabel="Storefront" badgeColor="blue" + +``` + +This will show the loyalty points component at the end of the checkout summary. + +### Test it Out + +To test out the customizations to the checkout flow, make sure both the Medusa application and Next.js Starter Storefront are running. + +Then, as an authenticated customer, add an item to cart and proceed to checkout. You'll find a new "Loyalty Points" section at the end of the checkout summary. + +![Loyalty Points Section at the end of the summary section at the right](https://res.cloudinary.com/dza7lstvk/image/upload/v1744195223/Medusa%20Resources/Screenshot_2025-04-09_at_1.39.34_PM_l5oltc.png) + +If you made a purchase before, you can see your loyalty points. You'll also see the "Apply Loyalty Points" button, which doesn't yet do anything. You'll add the functionality next. + +*** + +## Step 7: Apply Loyalty Points to Cart + +The next feature you'll implement allows the customer to apply their loyalty points during checkout. To implement the feature, you need: + +- A workflow that implements the steps of the apply loyalty points flow. +- An API route that exposes the workflow's functionality to clients. You'll then send a request to this API route to apply the loyalty points on the customer's cart. +- A function in the Next.js Starter Storefront that sends the request to the API route you created earlier. + +The workflow will have the following steps: + +- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details. +- [validateCustomerExistsStep](#validateCustomerExistsStep): Validate that the customer is registered. +- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. +- [getCartLoyaltyPromoAmountStep](#getCartLoyaltyPromoAmountStep): Get the amount to be discounted based on the loyalty points. +- [createPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPromotionsStep/index.html.md): Create a new loyalty promotion for the cart. +- [updateCartPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/workflows/updateCartPromotionsWorkflow/index.html.md): Update the cart's promotions with the new loyalty promotion. +- [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md): Update the cart to store the ID of the loyalty promotion in the metadata. +- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details again. + +Most of the workflow's steps are either provided by Medusa in the `@medusajs/medusa/core-flows` package or steps you've already implemented. You only need to implement the `getCartLoyaltyPromoAmountStep` step. + +### getCartLoyaltyPromoAmountStep + +The fourth step in the workflow is the `getCartLoyaltyPromoAmountStep`, which retrieves the amount to be discounted based on the loyalty points. This step is useful to determine how much discount to apply to the cart. + +To create the step, create the file `src/workflows/steps/get-cart-loyalty-promo-amount.ts` with the following content: + +```ts title="src/workflows/steps/get-cart-loyalty-promo-amount.ts" highlights={getCartLoyaltyPromoAmountStepHighlights} +import { PromotionDTO, CustomerDTO } from "@medusajs/framework/types" +import { MedusaError } from "@medusajs/framework/utils" +import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" +import LoyaltyModuleService from "../../modules/loyalty/service" +import { LOYALTY_MODULE } from "../../modules/loyalty" + +export type GetCartLoyaltyPromoAmountStepInput = { + cart: { + id: string + customer: CustomerDTO + promotions?: PromotionDTO[] + total: number + } +} + +export const getCartLoyaltyPromoAmountStep = createStep( + "get-cart-loyalty-promo-amount", + async ({ cart }: GetCartLoyaltyPromoAmountStepInput, { container }) => { + // Check if customer has any loyalty points + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + const loyaltyPoints = await loyaltyModuleService.getPoints( + cart.customer.id + ) + + if (loyaltyPoints <= 0) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + "Customer has no loyalty points" + ) + } + + const pointsAmount = await loyaltyModuleService.calculatePointsFromAmount( + loyaltyPoints + ) + + const amount = Math.min(pointsAmount, cart.total) + + return new StepResponse(amount) + } +) +``` + +You create a step that accepts an object having the cart's details. + +In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you call the `getPoints` method to retrieve the customer's loyalty points. If the customer has no loyalty points, you throw an error. + +Next, you call the `calculatePointsFromAmount` method to calculate the amount to be discounted based on the loyalty points. You use the `Math.min` function to ensure that the amount doesn't exceed the cart's total. + +Finally, you return a `StepResponse` with the amount to be discounted. + +### Create the Workflow + +You can now create the workflow that applies a loyalty promotion to the cart. + +To create the workflow, create the file `src/workflows/apply-loyalty-on-cart.ts` with the following content: + +```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={applyLoyaltyOnCartWorkflowHighlights} collapsibleLines="1-24" expandButtonLabel="Show Imports" +import { + createWorkflow, + transform, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" +import { + createPromotionsStep, + updateCartPromotionsWorkflow, + updateCartsStep, + useQueryGraphStep, +} from "@medusajs/medusa/core-flows" +import { + validateCustomerExistsStep, + ValidateCustomerExistsStepInput, +} from "./steps/validate-customer-exists" +import { + getCartLoyaltyPromoAmountStep, + GetCartLoyaltyPromoAmountStepInput, +} from "./steps/get-cart-loyalty-promo-amount" +import { CartData, CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE } from "../utils/promo" +import { CreatePromotionDTO } from "@medusajs/framework/types" +import { PromotionActions } from "@medusajs/framework/utils" +import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" + +type WorkflowInput = { + cart_id: string +} + +const fields = [ + "id", + "customer.*", + "promotions.*", + "promotions.application_method.*", + "promotions.rules.*", + "promotions.rules.values.*", + "currency_code", + "total", + "metadata", +] + +export const applyLoyaltyOnCartWorkflow = createWorkflow( + "apply-loyalty-on-cart", + (input: WorkflowInput) => { + // @ts-ignore + const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields, + filters: { + id: input.cart_id, + }, + options: { + throwIfKeyNotFound: true, + }, + }) + + validateCustomerExistsStep({ + customer: carts[0].customer, + } as ValidateCustomerExistsStepInput) + + getCartLoyaltyPromoStep({ + cart: carts[0] as unknown as CartData, + throwErrorOn: "found", + }) + + const amount = getCartLoyaltyPromoAmountStep({ + cart: carts[0], + } as unknown as GetCartLoyaltyPromoAmountStepInput) + + // TODO create and apply the promotion on the cart + } +) +``` + +You create a workflow that accepts an object with the cart's ID as input. + +So far, you: + +- Use `useQueryGraphStep` to retrieve the cart's details. You pass the cart's ID as a filter to retrieve the cart. +- Validate that the customer is registered using the `validateCustomerExistsStep`. +- Check whether the cart has a loyalty promotion using the `getCartLoyaltyPromoStep`. You pass the `throwErrorOn` parameter with the value `found` to throw an error if a loyalty promotion is found in the cart. +- Retrieve the amount to be discounted based on the loyalty points using the `getCartLoyaltyPromoAmountStep`. + +Next, you need to create a new loyalty promotion for the cart. First, you'll prepare the data of the promotion to be created. + +Replace the `TODO` with the following: + +```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={prepareLoyaltyPromoDataHighlights} +const promoToCreate = transform({ + carts, + amount, +}, (data) => { + const randomStr = Math.random().toString(36).substring(2, 8) + const uniqueId = ( + "LOYALTY-" + data.carts[0].customer?.first_name + "-" + randomStr + ).toUpperCase() + return { + code: uniqueId, + type: "standard", + status: "active", + application_method: { + type: "fixed", + value: data.amount, + target_type: "order", + currency_code: data.carts[0].currency_code, + allocation: "across", + }, + rules: [ + { + attribute: CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE, + operator: "eq", + values: [data.carts[0].customer!.id], + }, + ], + campaign: { + name: uniqueId, + description: "Loyalty points promotion for " + data.carts[0].customer!.email, + campaign_identifier: uniqueId, + budget: { + type: "usage", + limit: 1, + }, + }, + } +}) + +// TODO create promotion and apply it on cart +``` + +Since data manipulation isn't allowed in a workflow constructor, you use the [transform](https://docs.medusajs.com/docs/learn/fundamentals/workflows/variable-manipulation/index.html.md) function from the Workflows SDK. It accepts two parameters: + +- The data to perform manipulation on. In this case, you pass the cart's details and the amount to be discounted. +- A function that receives the data from the first parameter, and returns the transformed data. + +In the transformation function, you prepare th data of the loyalty promotion to be created. Some key details include: + +- You set the discount amount in the application method of the promotion. +- You add a rule to the promotion that ensures it can be used only in carts having their `customer_id` equal to this customer's ID. This prevents other customers from using this promotion. +- You create a campaign for the promotion, and you set the campaign budget to a single usage. This prevents the customer from using the promotion again. + +Learn more about promotion concepts in the [Promotion Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/index.html.md)'s documentation. + +You can now use the returned data to create a promotion and apply it to the cart. Replace the new `TODO` with the following: + +```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={createLoyaltyPromoStepHighlights} +const loyaltyPromo = createPromotionsStep([ + promoToCreate, +] as CreatePromotionDTO[]) + +const { metadata, ...updatePromoData } = transform({ + carts, + promoToCreate, + loyaltyPromo, +}, (data) => { + const promos = [ + ...(data.carts[0].promotions?.map((promo) => promo?.code).filter(Boolean) || []) as string[], + data.promoToCreate.code, + ] + + return { + cart_id: data.carts[0].id, + promo_codes: promos, + action: PromotionActions.ADD, + metadata: { + loyalty_promo_id: data.loyaltyPromo[0].id, + }, + } +}) + +updateCartPromotionsWorkflow.runAsStep({ + input: updatePromoData, +}) + +updateCartsStep([ + { + id: input.cart_id, + metadata, + }, +]) + +// retrieve cart with updated promotions +// @ts-ignore +const { data: updatedCarts } = useQueryGraphStep({ + entity: "cart", + fields, + filters: { id: input.cart_id }, +}).config({ name: "retrieve-cart" }) + +return new WorkflowResponse(updatedCarts[0]) +``` + +In the rest of the workflow, you: + +- Create the loyalty promotion using the data you prepared earlier using the `createPromotionsStep`. +- Use the `transform` function to prepare the data to update the cart's promotions. You add the new loyalty promotion code to the cart's promotions codes, and set the `loyalty_promo_id` in the cart's metadata. +- Update the cart's promotions with the new loyalty promotion using the `updateCartPromotionsWorkflow` workflow. +- Update the cart's metadata with the loyalty promotion ID using the `updateCartsStep`. +- Retrieve the cart's details again using `useQueryGraphStep` to get the updated cart with the new loyalty promotion. + +To return data from the workflow, you must return an instance of `WorkflowResponse`. You pass it the data to be returned, which is in this case the cart's details. + +### Create the API Route + +Next, you'll create the API route that executes this workflow. + +To create the API route, create the file `src/api/store/carts/[id]/loyalty-points/route.ts` with the following content: + +```ts title="src/api/store/carts/[id]/loyalty-points/route.ts" +import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" +import { applyLoyaltyOnCartWorkflow } from "../../../../../workflows/apply-loyalty-on-cart" + +export async function POST( + req: MedusaRequest, + res: MedusaResponse +) { + const { id: cart_id } = req.params + + const { result: cart } = await applyLoyaltyOnCartWorkflow(req.scope) + .run({ + input: { + cart_id, + }, + }) + + res.json({ cart }) +} +``` + +Since you export a `POST` route handler, you expose a `POST` API route at `/store/carts/[id]/loyalty-points`. + +In the route handler, you execute the `applyLoyaltyOnCartWorkflow` workflow, passing it the cart ID as an input. You return the cart's details in the response. + +You can now use this API route in the Next.js Starter Storefront. + +### Apply Loyalty Points in the Storefront + +In the Next.js Starter Storefront, you need to add a server action function that sends a request to the API route you created earlier. Then, you'll use that function when the customer clicks the "Apply Loyalty Points" button. + +To add the function, add the following to `src/lib/data/cart.ts` in the Next.js Starter Storefront: + +```ts title="src/lib/data/cart.ts" badgeLabel="Storefront" badgeColor="blue" +export async function applyLoyaltyPointsOnCart() { + const cartId = await getCartId() + const headers = { + ...(await getAuthHeaders()), + } + + return await sdk.client.fetch<{ + cart: HttpTypes.StoreCart & { + promotions: HttpTypes.StorePromotion[] + } + }>(`/store/carts/${cartId}/loyalty-points`, { + method: "POST", + headers, + }) + .then(async (result) => { + const cartCacheTag = await getCacheTag("carts") + revalidateTag(cartCacheTag) + + return result + }) +} +``` + +You create an `applyLoyaltyPointsOnCart` function that sends a request to the API route you created earlier. + +In the function, you retrieve the cart ID stored in the cookie using the `getCartId` function, which is available in the Next.js Starter Storefront. + +Then, you send the request. Once the request is resolved successfully, you revalidate the cart cache tag to ensure that the cart's details are updated and refetched by other components. This ensures that the applied promotion is shown in the checkout summary without needing to refresh the page. + +Finally, you'll use this function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. + +At the top of `src/modules/checkout/components/loyalty-points/index.tsx`, import the function: + +```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" +import { applyLoyaltyPointsOnCart } from "../../../../lib/data/cart" +``` + +Then, replace the `handleTogglePromotion` function with the following: + +```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" +const handleTogglePromotion = async ( + e: React.MouseEvent +) => { + e.preventDefault() + if (!isLoyaltyPointsPromoApplied) { + await applyLoyaltyPointsOnCart() + } else { + // TODO remove loyalty points + } +} +``` + +In the `handleTogglePromotion` function, you call the `applyLoyaltyPointsOnCart` function if the cart doesn't have a loyalty promotion. This will send a request to the API route you created earlier, which will execute the workflow that applies the loyalty promotion to the cart. + +You'll implement removing the loyalty points promotion in a later step. + +### Test it Out + +To test out applying the loyalty points on the cart, start the Medusa application and Next.js Starter Storefront. + +Then, in the checkout flow as an authenticated customer, click on the "Apply Loyalty Points" button. The checkout summary will be updated with the applied promotion and the discount amount. + +If you don't want the promotion to be shown in the "Promotions(s) applied" section, you can filter the promotions in `src/modules/checkout/components/discount-code/index.tsx` to not show a promotion matching `cart.metadata.loyalty_promo_id`. + +![Discounted amount is shown as part of the summary and the promotion is shown as part of the applied promotions](https://res.cloudinary.com/dza7lstvk/image/upload/v1744200895/Medusa%20Resources/Screenshot_2025-04-09_at_3.14.19_PM_abmtjh.png) + +*** + +## Step 8: Remove Loyalty Points From Cart + +In this step, you'll implement the functionality to remove the loyalty points promotion from the cart. This is useful if the customer changes their mind and wants to remove the promotion. + +To implement this functionality, you'll need to: + +- Create a workflow that removes the loyalty points promotion from the cart. +- Create an API route that executes the workflow. +- Create a function in the Next.js Starter Storefront that sends a request to the API route you created earlier. +- Use the function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. + +### Create the Workflow + +The workflow will have the following steps: + +- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details. +- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. +- [updateCartPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/workflows/updateCartPromotionsWorkflow/index.html.md): Update the cart's promotions to remove the loyalty promotion. +- [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md): Update the cart to remove the loyalty promotion ID from the metadata. +- [updatePromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePromotionsStep/index.html.md): Deactive the loyalty promotion. +- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details again. + +Since you already have all the steps, you can create the workflow. + +To create the workflow, create the file `src/workflows/remove-loyalty-from-cart.ts` with the following content: + +```ts title="src/workflows/remove-loyalty-from-cart.ts" collapsibleLines="1-15" expandButtonLabel="Show Imports" highlights={removeLoyaltyFromCartWorkflowHighlights} +import { + createWorkflow, + transform, + WorkflowResponse, +} from "@medusajs/framework/workflows-sdk" +import { + useQueryGraphStep, + updateCartPromotionsWorkflow, + updateCartsStep, + updatePromotionsStep, +} from "@medusajs/medusa/core-flows" +import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" +import { PromotionActions } from "@medusajs/framework/utils" +import { CartData } from "../utils/promo" + +type WorkflowInput = { + cart_id: string +} + +const fields = [ + "id", + "customer.*", + "promotions.*", + "promotions.application_method.*", + "promotions.rules.*", + "promotions.rules.values.*", + "currency_code", + "total", + "metadata", +] + +export const removeLoyaltyFromCartWorkflow = createWorkflow( + "remove-loyalty-from-cart", + (input: WorkflowInput) => { + // @ts-ignore + const { data: carts } = useQueryGraphStep({ + entity: "cart", + fields, + filters: { + id: input.cart_id, + }, + }) + + const loyaltyPromo = getCartLoyaltyPromoStep({ + cart: carts[0] as unknown as CartData, + throwErrorOn: "not-found", + }) + + updateCartPromotionsWorkflow.runAsStep({ + input: { + cart_id: input.cart_id, + promo_codes: [loyaltyPromo.code!], + action: PromotionActions.REMOVE, + }, + }) + + const newMetadata = transform({ + carts, + }, (data) => { + const { loyalty_promo_id, ...rest } = data.carts[0].metadata || {} + + return { + ...rest, + loyalty_promo_id: null, + } + }) + + updateCartsStep([ + { + id: input.cart_id, + metadata: newMetadata, + }, + ]) + + updatePromotionsStep([ + { + id: loyaltyPromo.id, + status: "inactive", + }, + ]) + + // retrieve cart with updated promotions + // @ts-ignore + const { data: updatedCarts } = useQueryGraphStep({ + entity: "cart", + fields, + filters: { id: input.cart_id }, + }).config({ name: "retrieve-cart" }) + + return new WorkflowResponse(updatedCarts[0]) + } +) +``` + +You create a workflow that accepts an object with the cart's ID as input. + +In the workflow, you: + +- Use `useQueryGraphStep` to retrieve the cart's details. You pass the cart's ID as a filter to retrieve the cart. +- Check whether the cart has a loyalty promotion using the `getCartLoyaltyPromoStep`. You pass the `throwErrorOn` parameter with the value `not-found` to throw an error if a loyalty promotion isn't found in the cart. +- Update the cart's promotions using the `updateCartPromotionsWorkflow`, removing the loyalty promotion. +- Use the `transform` function to prepare the new metadata of the cart. You remove the `loyalty_promo_id` from the metadata. +- Update the cart's metadata with the new metadata using the `updateCartsStep`. +- Deactivate the loyalty promotion using the `updatePromotionsStep`. +- Retrieve the cart's details again using `useQueryGraphStep` to get the updated cart with the new loyalty promotion. +- Return the cart's details in a `WorkflowResponse` instance. + +### Create the API Route + +Next, you'll create the API route that executes this workflow. + +To create the API route, add the following in `src/api/store/carts/[id]/loyalty-points/route.ts`: + +```ts title="src/api/store/carts/[id]/loyalty-points/route.ts" +// other imports... +import { removeLoyaltyFromCartWorkflow } from "../../../../../workflows/remove-loyalty-from-cart" + +// ... +export async function DELETE( + req: MedusaRequest, + res: MedusaResponse +) { + const { id: cart_id } = req.params + + const { result: cart } = await removeLoyaltyFromCartWorkflow(req.scope) + .run({ + input: { + cart_id, + }, + }) + + res.json({ cart }) +} +``` + +You export a `DELETE` route handler, which exposes a `DELETE` API route at `/store/carts/[id]/loyalty-points`. + +In the route handler, you execute the `removeLoyaltyFromCartWorkflow` workflow, passing it the cart ID as an input. You return the cart's details in the response. + +You can now use this API route in the Next.js Starter Storefront. + +### Remove Loyalty Points in the Storefront + +In the Next.js Starter Storefront, you need to add a server action function that sends a request to the API route you created earlier. Then, you'll use that function when the customer clicks the "Remove Loyalty Points" button, which shows when the cart has a loyalty promotion applied. + +To add the function, add the following to `src/lib/data/cart.ts`: + +```ts title="src/lib/data/cart.ts" badgeLabel="Storefront" badgeColor="blue" +export async function removeLoyaltyPointsOnCart() { + const cartId = await getCartId() + const headers = { + ...(await getAuthHeaders()), + } + const next = { + ...(await getCacheOptions("carts")), + } + + return await sdk.client.fetch<{ + cart: HttpTypes.StoreCart & { + promotions: HttpTypes.StorePromotion[] + } + }>(`/store/carts/${cartId}/loyalty-points`, { + method: "DELETE", + headers, + }) + .then(async (result) => { + const cartCacheTag = await getCacheTag("carts") + revalidateTag(cartCacheTag) + + return result + }) +} +``` + +You create a `removeLoyaltyPointsOnCart` function that sends a request to the API route you created earlier. + +In the function, you retrieve the cart ID stored in the cookie using the `getCartId` function, which is available in the Next.js Starter Storefront. + +Then, you send the request to the API route. Once the request is resolved successfully, you revalidate the cart cache tag to ensure that the cart's details are updated and refetched by other components. This ensures that the promotion is removed from the checkout summary without needing to refresh the page. + +Finally, you'll use this function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. + +At the top of `src/modules/checkout/components/loyalty-points/index.tsx`, add the following import: + +```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" +import { removeLoyaltyPointsOnCart } from "../../../../lib/data/cart" +``` + +Then, replace the `TODO` in `handleTogglePromotion` with the following: + +```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" +await removeLoyaltyPointsOnCart() +``` + +In the `handleTogglePromotion` function, you call the `removeLoyaltyPointsOnCart` function if the cart has a loyalty promotion. This will send a request to the API route you created earlier, which will execute the workflow that removes the loyalty promotion from the cart. + +### Test it Out + +To test out removing the loyalty points from the cart, start the Medusa application and Next.js Starter Storefront. + +Then, in the checkout flow as an authenticated customer, after applying the loyalty points, click on the "Remove Loyalty Points" button. The checkout summary will be updated with the removed promotion and the discount amount. + +![The "Remove Loyalty Points" button is shown in the "Loyalty Points" section](https://res.cloudinary.com/dza7lstvk/image/upload/v1744204436/Medusa%20Resources/Screenshot_2025-04-09_at_4.13.24_PM_xt5trh.png) + +*** + +## Step 9: Validate Loyalty Points on Cart Completion + +After the customer applies the loyalty points to the cart and places the order, you need to validate that the customer actually has the loyalty points. This prevents edge cases where the customer may have applied the loyalty points previously but they don't have them anymore. + +So, in this step, you'll hook into Medusa's cart completion flow to perform the validation. + +Since Medusa uses workflows in its API routes, it allows you to hook into them and perform custom functionalities using [Workflow Hooks](https://docs.medusajs.com/docs/learn/fundamentals/workflows/workflow-hooks/index.html.md). A workflow hook is a point in a workflow where you can inject custom functionality as a step function, called a hook handler. + +Medusa uses the [completeCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeCartWorkflow/index.html.md) hook to complete the cart and place an order. This workflow has a `validate` hook that allows you to perform custom validation before the cart is completed. + +To consume the `validate` hook, create the file `src/workflows/hooks/complete-cart.ts` with the following content: + +```ts title="src/workflows/hooks/complete-cart.ts" highlights={completeCartWorkflowHookHighlights} collapsibleLines="1-6" expandButtonLabel="Show Imports" +import { completeCartWorkflow } from "@medusajs/medusa/core-flows" +import LoyaltyModuleService from "../../modules/loyalty/service" +import { LOYALTY_MODULE } from "../../modules/loyalty" +import { CartData, getCartLoyaltyPromotion } from "../../utils/promo" +import { MedusaError } from "@medusajs/framework/utils" + +completeCartWorkflow.hooks.validate( + async ({ cart }, { container }) => { + const query = container.resolve("query") + const loyaltyModuleService: LoyaltyModuleService = container.resolve( + LOYALTY_MODULE + ) + + const { data: carts } = await query.graph({ + entity: "cart", + fields: [ + "id", + "promotions.*", + "customer.*", + "promotions.rules.*", + "promotions.rules.values.*", + "promotions.application_method.*", + "metadata", + ], + filters: { + id: cart.id, + }, + }, { + throwIfKeyNotFound: true, + }) + + const loyaltyPromo = getCartLoyaltyPromotion( + carts[0] as unknown as CartData + ) + + if (!loyaltyPromo) { + return + } + + const customerLoyaltyPoints = await loyaltyModuleService.getPoints( + carts[0].customer!.id + ) + const requiredPoints = await loyaltyModuleService.calculatePointsFromAmount( + loyaltyPromo.application_method!.value as number + ) + + if (customerLoyaltyPoints < requiredPoints) { + throw new MedusaError( + MedusaError.Types.INVALID_DATA, + `Customer does not have enough loyalty points. Required: ${ + requiredPoints + }, Available: ${customerLoyaltyPoints}` + ) + } + } +) +``` + +Workflows have a special `hooks` property that includes all the hooks tht you can consume in that workflow. You consume the hook by invoking it from the workflow's `hooks` property. + +Since the hook is essentially a step function, it accepts the following parameters: + +- The hook's input passed from the workflow, which differs for each hook. The `validate` hook receives an object having the cart's details. +- The step context object, which contains the Medusa container. You can use it to resolve services and perform actions. + +In the hook, you resolve Query and the Loyalty Module's service. Then, you use Query to retrieve the cart's necessary details, including its promotions, customer, and metadata. + +After that, you retrieve the customer's loyalty points and calculate the required points to apply the loyalty promotion. + +If the customer doesn't have enough loyalty points, you throw an error. This will prevent the cart from being completed if the customer doesn't have enough loyalty points. + +*** + +## Test Out Cart Completion with Loyalty Points + +Since you now have the entire loyalty points flow implemented, you can test it out by going through the checkout flow, applying the loyalty points to the cart. + +When you place the order, if the customer has sufficient loyalty points, the validation hook will pass. + +Then, the `order.placed` event will be emitted, which will execute the subscriber that calls the `handleOrderPointsWorkflow`. + +In the workflow, since the order's cart has a loyalty promotion, the points equivalent to the promotion will be deducted, and the promotion becomes inactive. + +You can confirm that the loyalty points were deducted either by sending a request to the [retrieve loyalty points API route](#step-5-retrieve-loyalty-points-api-route), or by going through the checkout process again in the storefront. + +*** + +## Next Steps + +You've now implement a loyalty points system in Medusa. There's still more that you can implement based on your use case: + +- Add loyalty points on registration or other events. Refer to the [Events Reference](https://docs.medusajs.com/references/events/index.html.md) for a full list of available events you can listen to. +- Show the customer their loyalty point usage history. This will require adding another data model in the Loyalty Module that records the usage history. You can create records of that data model when an order that has a loyalty promotion is placed, then customize the storefront to show a new page for loyalty points history. +- Customize the Medusa Admin to show a new page or [UI Route](https://docs.medusajs.com/docs/learn/fundamentals/admin/ui-routes/index.html.md) for loyalty points information and analytics. + +If you're new to Medusa, check out the [main documentation](https://docs.medusajs.com/docs/learn/index.html.md), where you'll get a more in-depth learning of all the concepts you've used in this guide and more. + +To learn more about the commerce features that Medusa provides, check out Medusa's [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md). + + # Implement Product Reviews in Medusa In this tutorial, you'll learn how to implement product reviews in Medusa. @@ -43289,1797 +45227,6 @@ 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). -# Implement Loyalty Points System in Medusa - -In this tutorial, you'll learn how to implement a loyalty points system in Medusa. - -Medusa Cloud provides a beta Store Credits feature that facilitates building a loyalty point system. [Get in touch](https://medusajs.com/contact) for early access. - -When you install a Medusa application, you get a fully-fledged commerce platform with a Framework for customization. The Medusa application's commerce features are built around [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md), which are available out-of-the-box. These features include management capabilities related to carts, orders, promotions, and more. - -A loyalty point system allows customers to earn points for purchases, which can be redeemed for discounts or rewards. In this tutorial, you'll learn how to customize the Medusa application to implement a loyalty points system. - -You can follow this tutorial whether you're new to Medusa or an advanced Medusa developer. - -## Summary - -By following this tutorial, you will learn how to: - -- Install and set up Medusa. -- Define models to store loyalty points and the logic to manage them. -- Build flows that allow customers to earn and redeem points during checkout. - - Points are redeemed through dynamic promotions specific to the customer. -- Customize the cart completion flow to validate applied loyalty points. - -![Diagram illustrating redeem loyalty points flow](https://res.cloudinary.com/dza7lstvk/image/upload/v1744126213/Medusa%20Resources/redeem-points-flow_kzgkux.jpg) - -- [Loyalty Points Repository](https://github.com/medusajs/examples/tree/main/loyalty-points): Find the full code for this guide in this repository. -- [OpenApi Specs for Postman](https://res.cloudinary.com/dza7lstvk/raw/upload/v1744212595/OpenApi/Loyalty-Points_jwi5e9.yaml): Import this OpenApi Specs file into tools like Postman. - -*** - -## Step 1: Install a Medusa Application - -### Prerequisites - -- [Node.js v20+](https://nodejs.org/en/download) -- [Git CLI tool](https://git-scm.com/downloads) -- [PostgreSQL](https://www.postgresql.org/download/) - -Start by installing the Medusa application on your machine with the following command: - -```bash -npx create-medusa-app@latest -``` - -You'll first be asked for the project's name. Then, when asked whether you want to install the [Next.js Starter Storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md), choose Yes. - -Afterward, the installation process will start, which will install the Medusa application in a directory with your project's name, and the Next.js Starter Storefront in a separate directory with the `{project-name}-storefront` name. - -The Medusa application is composed of a headless Node.js server and an admin dashboard. The storefront is installed or custom-built separately and connects to the Medusa application through its REST endpoints, called [API routes](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). Learn more in [Medusa's Architecture documentation](https://docs.medusajs.com/docs/learn/introduction/architecture/index.html.md). - -Once the installation finishes successfully, the Medusa Admin dashboard will open with a form to create a new user. Enter the user's credentials and submit the form. Afterward, you can log in with the new user and explore the dashboard. - -Check out the [troubleshooting guides](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/troubleshooting/create-medusa-app-errors/index.html.md) for help. - -*** - -## Step 2: Create Loyalty Module - -In Medusa, you can build custom features in a [module](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md). A module is a reusable package with functionalities related to a single feature or domain. Medusa integrates the module into your application without implications or side effects on your setup. - -In the module, you define the data models necessary for a feature and the logic to manage these data models. Later, you can build commerce flows around your module. - -In this step, you'll build a Loyalty Module that defines the necessary data models to store and manage loyalty points for customers. - -Refer to the [Modules documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) to learn more. - -### Create Module Directory - -Modules are created under the `src/modules` directory of your Medusa application. So, create the directory `src/modules/loyalty`. - -### Create Data Models - -A data model represents a table in the database. You create data models using Medusa's Data Model Language (DML). It simplifies defining a table's columns, relations, and indexes with straightforward methods and configurations. - -Refer to the [Data Models documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#1-create-data-model/index.html.md) to learn more. - -For the Loyalty Module, you need to define a `LoyaltyPoint` data model that represents a customer's loyalty points. So, create the file `src/modules/loyalty/models/loyalty-point.ts` with the following content: - -```ts title="src/modules/loyalty/models/loyalty-point.ts" highlights={dmlHighlights} -import { model } from "@medusajs/framework/utils" - -const LoyaltyPoint = model.define("loyalty_point", { - id: model.id().primaryKey(), - points: model.number().default(0), - customer_id: model.text().unique("IDX_LOYALTY_CUSTOMER_ID"), -}) - -export default LoyaltyPoint -``` - -You define the `LoyaltyPoint` data model using the `model.define` method of the DML. It accepts the data model's table name as a first parameter, and the model's schema object as a second parameter. - -The `LoyaltyPoint` data model has the following properties: - -- `id`: A unique ID for the loyalty points. -- `points`: The number of loyalty points a customer has. -- `customer_id`: The ID of the customer who owns the loyalty points. This property has a unique index to ensure that each customer has only one record in the `loyalty_point` table. - -Learn more about defining data model properties in the [Property Types documentation](https://docs.medusajs.com/docs/learn/fundamentals/data-models/properties/index.html.md). - -### Create Module's Service - -You now have the necessary data model in the Loyalty Module, but you'll need to manage its records. You do this by creating a service in the module. - -A service is a TypeScript or JavaScript class that the module exports. In the service's methods, you can connect to the database, allowing you to manage your data models, or connect to a third-party service, which is useful if you're integrating with external services. - -Refer to the [Module Service documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#2-create-service/index.html.md) to learn more. - -To create the Loyalty Module's service, create the file `src/modules/loyalty/service.ts` with the following content: - -```ts title="src/modules/loyalty/service.ts" -import { MedusaError, MedusaService } from "@medusajs/framework/utils" -import LoyaltyPoint from "./models/loyalty-point" -import { InferTypeOf } from "@medusajs/framework/types" - -type LoyaltyPoint = InferTypeOf - -class LoyaltyModuleService extends MedusaService({ - LoyaltyPoint, -}) { - // TODO add methods -} - -export default LoyaltyModuleService -``` - -The `LoyaltyModuleService` extends `MedusaService` from the Modules SDK which generates a class with data-management methods for your module's data models. This saves you time on implementing Create, Read, Update, and Delete (CRUD) methods. - -So, the `LoyaltyModuleService` class now has methods like `createLoyaltyPoints` and `retrieveLoyaltyPoint`. - -Find all methods generated by the `MedusaService` in [the Service Factory reference](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/service-factory-reference/index.html.md). - -#### Add Methods to the Service - -Aside from the basic CRUD methods, you need to add methods that handle custom functionalities related to loyalty points. - -First, you need a method that adds loyalty points for a customer. Add the following method to the `LoyaltyModuleService`: - -```ts title="src/modules/loyalty/service.ts" -class LoyaltyModuleService extends MedusaService({ - LoyaltyPoint, -}) { - async addPoints(customerId: string, points: number): Promise { - const existingPoints = await this.listLoyaltyPoints({ - customer_id: customerId, - }) - - if (existingPoints.length > 0) { - return await this.updateLoyaltyPoints({ - id: existingPoints[0].id, - points: existingPoints[0].points + points, - }) - } - - return await this.createLoyaltyPoints({ - customer_id: customerId, - points, - }) - } -} -``` - -You add an `addPoints` method that accepts two parameters: the ID of the customer and the points to add. - -In the method, you retrieve the customer's existing loyalty points using the `listLoyaltyPoints` method, which is automatically generated by the `MedusaService`. If the customer has existing points, you update them with the new points using the `updateLoyaltyPoints` method. - -Otherwise, if the customer doesn't have existing loyalty points, you create a new record with the `createLoyaltyPoints` method. - -The next method you'll add deducts points from the customer's loyalty points, which is useful when the customer redeems points. Add the following method to the `LoyaltyModuleService`: - -```ts title="src/modules/loyalty/service.ts" -class LoyaltyModuleService extends MedusaService({ - LoyaltyPoint, -}) { - // ... - async deductPoints(customerId: string, points: number): Promise { - const existingPoints = await this.listLoyaltyPoints({ - customer_id: customerId, - }) - - if (existingPoints.length === 0 || existingPoints[0].points < points) { - throw new MedusaError( - MedusaError.Types.NOT_ALLOWED, - "Insufficient loyalty points" - ) - } - - return await this.updateLoyaltyPoints({ - id: existingPoints[0].id, - points: existingPoints[0].points - points, - }) - } -} -``` - -The `deductPoints` method accepts the customer ID and the points to deduct. - -In the method, you retrieve the customer's existing loyalty points using the `listLoyaltyPoints` method. If the customer doesn't have existing points or if the points to deduct are greater than the existing points, you throw an error. - -Otherwise, you update the customer's loyalty points with the new value using the `updateLoyaltyPoints` method, which is automatically generated by `MedusaService`. - -Next, you'll add the method that retrieves the points of a customer. Add the following method to the `LoyaltyModuleService`: - -```ts title="src/modules/loyalty/service.ts" -class LoyaltyModuleService extends MedusaService({ - LoyaltyPoint, -}) { - // ... - async getPoints(customerId: string): Promise { - const points = await this.listLoyaltyPoints({ - customer_id: customerId, - }) - - return points[0]?.points || 0 - } -} -``` - -The `getPoints` method accepts the customer ID and retrieves the customer's loyalty points using the `listLoyaltyPoints` method. If the customer has no points, it returns `0`. - -#### Add Method to Map Points to Discount - -Finally, you'll add a method that implements the logic of mapping loyalty points to a discount amount. This is useful when the customer wants to redeem their points during checkout. - -The mapping logic may differ for each use case. For example, you may need to use a third-party service to map the loyalty points discount amount, or use some custom calculation. - -To simplify the logic in this tutorial, you'll use a simple calculation that maps 1 point to 1 currency unit. For example, `100` points = `$100` discount. - -Add the following method to the `LoyaltyModuleService`: - -```ts title="src/modules/loyalty/service.ts" -class LoyaltyModuleService extends MedusaService({ - LoyaltyPoint, -}) { - // ... - async calculatePointsFromAmount(amount: number): Promise { - // Convert amount to points using a standard conversion rate - // For example, $1 = 1 point - // Round down to nearest whole point - const points = Math.floor(amount) - - if (points < 0) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Amount cannot be negative" - ) - } - - return points - } -} -``` - -The `calculatePointsFromAmount` method accepts the amount and converts it to the nearest whole number of points. If the amount is negative, it throws an error. - -You'll use this method later to calculate the amount discounted when a customer redeems their loyalty points. - -### Export Module Definition - -The final piece to a module is its definition, which you export in an `index.ts` file at its root directory. This definition tells Medusa the name of the module and its service. - -So, create the file `src/modules/loyalty/index.ts` with the following content: - -```ts title="src/modules/loyalty/index.ts" -import { Module } from "@medusajs/framework/utils" -import LoyaltyModuleService from "./service" - -export const LOYALTY_MODULE = "loyalty" - -export default Module(LOYALTY_MODULE, { - service: LoyaltyModuleService, -}) -``` - -You use the `Module` function from the Modules SDK to create the module's definition. It accepts two parameters: - -1. The module's name, which is `loyalty`. -2. An object with a required property `service` indicating the module's service. - -You also export the module's name as `LOYALTY_MODULE` so you can reference it later. - -### Add Module to Medusa's Configurations - -Once you finish building the module, add it to Medusa's configurations to start using it. - -In `medusa-config.ts`, add a `modules` property and pass an array with your custom module: - -```ts title="medusa-config.ts" -module.exports = defineConfig({ - // ... - modules: [ - { - resolve: "./src/modules/loyalty", - }, - ], -}) -``` - -Each object in the `modules` array has a `resolve` property, whose value is either a path to the module's directory, or an `npm` package’s name. - -### Generate Migrations - -Since data models represent tables in the database, you define how they're created in the database with migrations. A migration is a TypeScript or JavaScript file that defines database changes made by a module. - -Refer to the [Migrations documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules#5-generate-migrations/index.html.md) to learn more. - -Medusa's CLI tool can generate the migrations for you. To generate a migration for the Loyalty Module, run the following command in your Medusa application's directory: - -```bash -npx medusa db:generate loyalty -``` - -The `db:generate` command of the Medusa CLI accepts the name of the module to generate the migration for. You'll now have a `migrations` directory under `src/modules/loyalty` that holds the generated migration. - -Then, to reflect these migrations on the database, run the following command: - -```bash -npx medusa db:migrate -``` - -The table for the `LoyaltyPoint` data model is now created in the database. - -*** - -## Step 3: Change Loyalty Points Flow - -Now that you have a module that stores and manages loyalty points in the database, you'll start building flows around it that allow customers to earn and redeem points. - -The first flow you'll build will either add points to a customer's loyalty points or deduct them based on a purchased order. If the customer hasn't redeemed points, the points are added to their loyalty points. Otherwise, the points are deducted from their loyalty points. - -To build custom commerce features in Medusa, you create a [workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). A workflow is a series of queries and actions, called steps, that complete a task. You construct a workflow like you construct a function, but it's a special function that allows you to track its executions' progress, define roll-back logic, and configure other advanced features. Then, you execute the workflow from other customizations, such as in an endpoint. - -In this section, you'll build the workflow that adds or deducts loyalty points for an order's customer. Later, you'll execute this workflow when an order is placed. - -Learn more about workflows in the [Workflows documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). - -The workflow will have the following steps: - -- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the order's details. -- [validateCustomerExistsStep](#validateCustomerExistsStep): Validate that the customer is registered. -- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. - -Medusa provides the `useQueryGraphStep` and `updatePromotionsStep` in its `@medusajs/medusa/core-flows` package. So, you'll only implement the other steps. - -### validateCustomerExistsStep - -In the workflow, you first need to validate that the customer is registered. Only registered customers can earn and redeem loyalty points. - -To do this, create the file `src/workflows/steps/validate-customer-exists.ts` with the following content: - -```ts title="src/workflows/steps/validate-customer-exists.ts" -import { CustomerDTO } from "@medusajs/framework/types" -import { createStep } from "@medusajs/framework/workflows-sdk" -import { MedusaError } from "@medusajs/framework/utils" - -export type ValidateCustomerExistsStepInput = { - customer: CustomerDTO | null | undefined -} - -export const validateCustomerExistsStep = createStep( - "validate-customer-exists", - async ({ customer }: ValidateCustomerExistsStepInput) => { - if (!customer) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Customer not found" - ) - } - - if (!customer.has_account) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Customer must have an account to earn or manage points" - ) - } - } -) -``` - -You create a step with `createStep` from the Workflows SDK. It accepts two parameters: - -1. The step's unique name, which is `validate-customer-exists`. -2. An async function that receives two parameters: - - The step's input, which is in this case an object with the customer's details. - - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of Framework and commerce tools that you can access in the step. - -In the step function, you validate that the customer is defined and that it's registered based on its `has_account` property. Otherwise, you throw an error. - -### getCartLoyaltyPromoStep - -Next, you'll need to retrieve the loyalty promotion applied on the cart, if there's any. This is useful to determine whether the customer has redeemed points. - -Before you create a step, you'll create a utility function that the step uses to retrieve the loyalty promotion of a cart. You'll create it as a separate utility function to use it later in other customizations. - -Create the file `src/utils/promo.ts` with the following content: - -```ts title="src/utils/promo.ts" -import { PromotionDTO, CustomerDTO, CartDTO } from "@medusajs/framework/types" - -export type CartData = CartDTO & { - promotions?: PromotionDTO[] - customer?: CustomerDTO - metadata: { - loyalty_promo_id?: string - } -} - -export function getCartLoyaltyPromotion( - cart: CartData -): PromotionDTO | undefined { - if (!cart?.metadata?.loyalty_promo_id) { - return - } - - return cart.promotions?.find( - (promotion) => promotion.id === cart.metadata.loyalty_promo_id - ) -} -``` - -You create a `getCartLoyaltyPromotion` function that accepts the cart's details as an input and returns the loyalty promotion if it exists. You retrieve the loyalty promotion if its ID is stored in the cart's `metadata.loyalty_promo_id` property. - -You can now create the step that uses this utility to retrieve a carts loyalty points promotion. To create the step, create the file `src/workflows/steps/get-cart-loyalty-promo.ts` with the following content: - -```ts title="src/workflows/steps/get-cart-loyalty-promo.ts" -import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" -import { CartData, getCartLoyaltyPromotion } from "../../utils/promo" -import { MedusaError } from "@medusajs/framework/utils" - -type GetCartLoyaltyPromoStepInput = { - cart: CartData, - throwErrorOn?: "found" | "not-found" -} - -export const getCartLoyaltyPromoStep = createStep( - "get-cart-loyalty-promo", - async ({ cart, throwErrorOn }: GetCartLoyaltyPromoStepInput) => { - const loyaltyPromo = getCartLoyaltyPromotion(cart) - - if (throwErrorOn === "found" && loyaltyPromo) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Loyalty promotion already applied to cart" - ) - } else if (throwErrorOn === "not-found" && !loyaltyPromo) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "No loyalty promotion found on cart" - ) - } - - return new StepResponse(loyaltyPromo) - } -) -``` - -You create a step that accepts an object having the following properties: - -- `cart`: The cart's details. -- `throwErrorOn`: An optional property that indicates whether to throw an error if the loyalty promotion is found or not found. - -The `throwErrorOn` property is useful to make the step reusable in different scenarios, allowing you to use it in later workflows. - -In the step, you call the `getCartLoyaltyPromotion` utility to retrieve the loyalty promotion. If the `throwErrorOn` property is set to `found` and the loyalty promotion is found, you throw an error. - -Otherwise, if the `throwErrorOn` property is set to `not-found` and the loyalty promotion is not found, you throw an error. - -To return data from a step, you return an instance of `StepResponse` from the Workflows SDK. It accepts as a parameter the data to return, which is the loyalty promotion in this case. - -### deductPurchasePointsStep - -If the order's cart has a loyalty promotion, you need to deduct points from the customer's loyalty points. To do this, create the file `src/workflows/steps/deduct-purchase-points.ts` with the following content: - -```ts title="src/workflows/steps/deduct-purchase-points.ts" highlights={deductStepHighlights} collapsibleLines="1-7" expandButtonLabel="Show Imports" -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { LOYALTY_MODULE } from "../../modules/loyalty" -import LoyaltyModuleService from "../../modules/loyalty/service" - -type DeductPurchasePointsInput = { - customer_id: string - amount: number -} - -export const deductPurchasePointsStep = createStep( - "deduct-purchase-points", - async ({ - customer_id, amount, - }: DeductPurchasePointsInput, { container }) => { - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - - const pointsToDeduct = await loyaltyModuleService.calculatePointsFromAmount( - amount - ) - - const result = await loyaltyModuleService.deductPoints( - customer_id, - pointsToDeduct - ) - - return new StepResponse(result, { - customer_id, - points: pointsToDeduct, - }) - }, - async (data, { container }) => { - if (!data) { - return - } - - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - - // Restore points in case of failure - await loyaltyModuleService.addPoints( - data.customer_id, - data.points - ) - } -) -``` - -You create a step that accepts an object having the following properties: - -- `customer_id`: The ID of the customer to deduct points from. -- `amount`: The promotion's amount, which will be used to calculate the points to deduct. - -In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you use the `calculatePointsFromAmount` method to calculate the points to deduct from the promotion's amount. - -After that, you call the `deductPoints` method to deduct the points from the customer's loyalty points. - -Finally, you return a `StepResponse` with the result of the `deductPoints`. - -#### Compensation Function - -This step has a compensation function, which is passed as a third parameter to the `createStep` function. - -The compensation function undoes the actions performed in a step. Then, if an error occurs during the workflow's execution, the compensation functions of executed steps are called to roll back the changes. This mechanism ensures data consistency in your application, especially as you integrate external systems. - -The compensation function accepts two parameters: - -1. Data passed from the step function to the compensation function. The data is passed as a second parameter of the returned `StepResponse` instance. -2. An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md). - -In the compensation function, you resolve the Loyalty Module's service from the Medusa container. Then, you call the `addPoints` method to restore the points deducted from the customer's loyalty points if an error occurs. - -### addPurchaseAsPointsStep - -The last step you'll create adds points to the customer's loyalty points. You'll use this step if the customer didn't redeem points during checkout. - -To create the step, create the file `src/workflows/steps/add-purchase-as-points.ts` with the following content: - -```ts title="src/workflows/steps/add-purchase-as-points.ts" highlights={addPointsHighlights} collapsibleLines="1-7" expandButtonLabel="Show Imports" -import { - createStep, - StepResponse, -} from "@medusajs/framework/workflows-sdk" -import { LOYALTY_MODULE } from "../../modules/loyalty" -import LoyaltyModuleService from "../../modules/loyalty/service" - -type StepInput = { - customer_id: string - amount: number -} - -export const addPurchaseAsPointsStep = createStep( - "add-purchase-as-points", - async (input: StepInput, { container }) => { - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - - const pointsToAdd = await loyaltyModuleService.calculatePointsFromAmount( - input.amount - ) - - const result = await loyaltyModuleService.addPoints( - input.customer_id, - pointsToAdd - ) - - return new StepResponse(result, { - customer_id: input.customer_id, - points: pointsToAdd, - }) - }, - async (data, { container }) => { - if (!data) { - return - } - - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - - await loyaltyModuleService.deductPoints( - data.customer_id, - data.points - ) - } -) -``` - -You create a step that accepts an object having the following properties: - -- `customer_id`: The ID of the customer to add points to. -- `amount`: The order's amount, which will be used to calculate the points to add. - -In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you use the `calculatePointsFromAmount` method to calculate the points to add from the order's amount. - -After that, you call the `addPoints` method to add the points to the customer's loyalty points. - -Finally, you return a `StepResponse` with the result of the `addPoints`. - -You also pass to the compensation function the customer's ID and the points added. In the compensation function, you deduct the points if an error occurs. - -### Add Utility Functions - -Before you create the workflow, you need a utility function that checks whether an order's cart has a loyalty promotion. This is useful to determine whether the customer redeemed points during checkout, allowing you to decide which steps to execute. - -To add the utility function, add the following to `src/utils/promo.ts`: - -```ts title="src/utils/promo.ts" -import { OrderDTO } from "@medusajs/framework/types" - -export type OrderData = OrderDTO & { - promotion?: PromotionDTO[] - customer?: CustomerDTO - cart?: CartData -} - -export const CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE = "customer_id" - -export function orderHasLoyaltyPromotion(order: OrderData): boolean { - const loyaltyPromotion = getCartLoyaltyPromotion( - order.cart as unknown as CartData - ) - - return loyaltyPromotion?.rules?.some((rule) => { - return rule?.attribute === CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE && ( - rule?.values?.some((value) => value.value === order.customer?.id) || false - ) - }) || false -} -``` - -You first define an `OrderData` type that extends the `OrderDTO` type. This type has the order's details, including the cart, customer, and promotions details. - -Then, you define a constant `CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE` that represents the attribute used in the promotion rule to check whether the customer ID is valid. - -Finally, you create the `orderHasLoyaltyPromotion` function that accepts an order's details and checks whether it has a loyalty promotion. It returns `true` if: - -- The order's cart has a loyalty promotion. You use the `getCartLoyaltyPromotion` utility to try to retrieve the loyalty promotion. -- The promotion's rules include the `customer_id` attribute and its value matches the order's customer ID. - - When you create the promotion for the cart later, you'll see how to set this rule. - -You'll use this utility in the workflow next. - -### Create the Workflow - -Now that you have all the steps, you can create the workflow that uses them. - -To create the workflow, create the file `src/workflows/handle-order-points.ts` with the following content: - -```ts title="src/workflows/handle-order-points.ts" highlights={handleOrderPointsHighlights} collapsibleLines="1-9" expandButtonLabel="Show Imports" -import { createWorkflow, when } from "@medusajs/framework/workflows-sdk" -import { updatePromotionsStep, useQueryGraphStep } from "@medusajs/medusa/core-flows" -import { validateCustomerExistsStep, ValidateCustomerExistsStepInput } from "./steps/validate-customer-exists" -import { deductPurchasePointsStep } from "./steps/deduct-purchase-points" -import { addPurchaseAsPointsStep } from "./steps/add-purchase-as-points" -import { OrderData, CartData } from "../utils/promo" -import { orderHasLoyaltyPromotion } from "../utils/promo" -import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" - -type WorkflowInput = { - order_id: string -} - -export const handleOrderPointsWorkflow = createWorkflow( - "handle-order-points", - ({ order_id }: WorkflowInput) => { - // @ts-ignore - const { data: orders } = useQueryGraphStep({ - entity: "order", - fields: [ - "id", - "customer.*", - "total", - "cart.*", - "cart.promotions.*", - "cart.promotions.rules.*", - "cart.promotions.rules.values.*", - "cart.promotions.application_method.*", - ], - filters: { - id: order_id, - }, - options: { - throwIfKeyNotFound: true, - }, - }) - - validateCustomerExistsStep({ - customer: orders[0].customer, - } as ValidateCustomerExistsStepInput) - - const loyaltyPointsPromotion = getCartLoyaltyPromoStep({ - cart: orders[0].cart as unknown as CartData, - }) - - when(orders, (orders) => - orderHasLoyaltyPromotion(orders[0] as unknown as OrderData) && - loyaltyPointsPromotion !== undefined - ) - .then(() => { - deductPurchasePointsStep({ - customer_id: orders[0].customer!.id, - amount: loyaltyPointsPromotion.application_method!.value as number, - }) - - updatePromotionsStep([ - { - id: loyaltyPointsPromotion.id, - status: "inactive", - }, - ]) - }) - - - when( - orders, - (order) => !orderHasLoyaltyPromotion(order[0] as unknown as OrderData) - ) - .then(() => { - addPurchaseAsPointsStep({ - customer_id: orders[0].customer!.id, - amount: orders[0].total, - }) - }) - } -) -``` - -You create a workflow using `createWorkflow` from the Workflows SDK. It accepts the workflow's unique name as a first parameter. - -It accepts as a second parameter a constructor function, which is the workflow's implementation. The function can accept input, which in this case is an object with the order's ID. - -In the workflow's constructor function, you: - -- Use `useQueryGraphStep` to retrieve the order's details. You pass the order's ID as a filter to retrieve the order. - - This step uses [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md), which is a tool that retrieves data across modules. -- Validate that the customer is registered using the `validateCustomerExistsStep`. -- Retrieve the cart's loyalty promotion using the `getCartLoyaltyPromoStep`. -- Use `when` to check whether the order's cart has a loyalty promotion. - - Since you can't perform data manipulation in a workflow's constructor function, `when` allows you to perform steps if a condition is satisfied. - - You pass as a first parameter the object to perform the condition on, which is the order in this case. In the second parameter, you pass a function that returns a boolean value, indicating whether the condition is satisfied. - - To specify the steps to perform if a condition is satisfied, you chain a `then` method to the `when` method. You can perform any step within the `then` method. - - In this case, if the order's cart has a loyalty promotion, you call the `deductPurchasePointsStep` to deduct points from the customer's loyalty points. You also call the `updatePromotionsStep` to deactivate the cart's loyalty promotion. -- You use another `when` to check whether the order's cart doesn't have a loyalty promotion. - - If the condition is satisfied, you call the `addPurchaseAsPointsStep` to add points to the customer's loyalty points. - -You'll use this workflow next when an order is placed. - -To learn more about the constraints on a workflow's constructor function, refer to the [Workflow Constraints](https://docs.medusajs.com/docs/learn/fundamentals/workflows/constructor-constraints/index.html.md) documentation. Refer to the [When-Then](https://docs.medusajs.com/docs/learn/fundamentals/workflows/conditions/index.html.md) documentation to learn more about the `when` method and how to use it in a workflow. - -*** - -## Step 4: Handle Order Placed Event - -Now that you have the workflow that handles adding or deducting loyalty points for an order, you need to execute it when an order is placed. - -Medusa has an event system that allows you to listen to events emitted by the Medusa server using a [subscriber](https://docs.medusajs.com/docs//learn/fundamentals/events-and-subscribers/index.html.md). A subscriber is an asynchronous function that's executed when its associated event is emitted. In a subscriber, you can execute a workflow that performs actions in result of the event. - -In this step, you'll create a subscriber that listens to the `order.placed` event and executes the `handleOrderPointsWorkflow` workflow. - -Refer to the [Events and Subscribers](https://docs.medusajs.com/docs/learn/fundamentals/events-and-subscribers/index.html.md) documentation to learn more. - -Subscribers are created in a TypeScript or JavaScript file under the `src/subscribers` directory. So, to create a subscriber, create the fle `src/subscribers/order-placed.ts` with the following content: - -```ts title="src/subscribers/order-placed.ts" -import type { - SubscriberArgs, - SubscriberConfig, -} from "@medusajs/framework" -import { handleOrderPointsWorkflow } from "../workflows/handle-order-points" - -export default async function orderPlacedHandler({ - event: { data }, - container, -}: SubscriberArgs<{ id: string }>) { - await handleOrderPointsWorkflow(container).run({ - input: { - order_id: data.id, - }, - }) -} - -export const config: SubscriberConfig = { - event: "order.placed", -} -``` - -The subscriber file must export: - -- An asynchronous subscriber function that's executed whenever the associated event, which is `order.placed` is triggered. -- A configuration object with an event property whose value is the event the subscriber is listening to. You can also pass an array of event names to listen to multiple events in the same subscriber. - -The subscriber function accepts an object with the following properties: - -- `event`: An object with the event's data payload. For example, the `order.placed` event has the order's ID in its data payload. -- `container`: The Medusa container, which you can use to resolve services and tools. - -In the subscriber function, you execute the `handleOrderPointsWorkflow` by invoking it, passing it the Medusa container, then using its `run` method, passing it the workflow's input. - -Whenever an order is placed now, the subscriber will be executed, which in turn will execute the workflow that handles the loyalty points flow. - -### Test it Out - -To test out the loyalty points flow, you'll use the [Next.js Starter Storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md) that you installed in the first step. As mentioned in that step, the storefront will be installed in a separate directory from the Medusa application, and its name is `{project-name}-storefront`, where `{project-name}` is the name of your Medusa application's directory. - -So, run the following command in the Medusa application's directory to start the Medusa server: - -```bash npm2yarn badgeLabel="Medusa Application" badgeColor="green" -npm run dev -``` - -Then, run the following command in the Next.js Starter Storefront's directory to start the Next.js server: - -```bash npm2yarn badgeLabel="Storefront" badgeColor="blue" -npm run dev -``` - -The Next.js Starter Storefront will be running on `http://localhost:8000`, and the Medusa server will be running on `http://localhost:9000`. - -Open the Next.js Starter Storefront in your browser and create a new account by going to Account at the top right. - -Once you're logged in, add an item to the cart and go through the checkout flow. - -After you place the order, you'll see the following message in your Medusa application's terminal: - -```bash -info: Processing order.placed which has 1 subscribers -``` - -This message indicates that the `order.placed` event was emitted, and that your subscriber was executed. - -Since you didn't redeem any points during checkout, loyalty points will be added to your account. You'll implement an API route that allows you to retrieve the loyalty points in the next step. - -*** - -## Step 5: Retrieve Loyalty Points API Route - -Next, you want to allow customers to view their loyalty points. You can show them on their profile page, or during checkout. - -To expose a feature to clients, you create an [API route](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). An API Route is an endpoint that exposes commerce features to external applications and clients, such as storefronts. - -You'll create an API route at the path `/store/customers/me/loyalty-points` that returns the loyalty points of the authenticated customer. - -Learn more about API routes in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). - -An API route is created in a `route.ts` file under a sub-directory of the `src/api` directory. The path of the API route is the file's path relative to `src/api`. - -So, to create an API route at the path `/store/customers/me/loyalty-points`, create the file `src/api/store/customers/me/loyalty-points/route.ts` with the following content: - -```ts title="src/api/store/customers/me/loyalty-points/route.ts" - -import { - AuthenticatedMedusaRequest, - MedusaResponse, -} from "@medusajs/framework/http" -import { LOYALTY_MODULE } from "../../../../../modules/loyalty" -import LoyaltyModuleService from "../../../../../modules/loyalty/service" - -export async function GET( - req: AuthenticatedMedusaRequest, - res: MedusaResponse -) { - const loyaltyModuleService: LoyaltyModuleService = req.scope.resolve( - LOYALTY_MODULE - ) - - const points = await loyaltyModuleService.getPoints( - req.auth_context.actor_id - ) - - res.json({ - points, - }) -} -``` - -Since you export a `GET` route handler function, you're exposing a `GET` endpoint at `/store/customers/me/loyalty-points`. The route handler function accepts two parameters: - -1. A request object with details and context on the request, such as body parameters or authenticated customer details. -2. A response object to manipulate and send the response. - -In the route handler, you resolve the Loyalty Module's service from the Medusa container (which is available at `req.scope`). - -Then, you call the service's `getPoints` method to retrieve the authenticated customer's loyalty points. Note that routes starting with `/store/customers/me` are only accessible by authenticated customers. You can access the authenticated customer ID from the request's context, which is available at `req.auth_context.actor_id`. - -Finally, you return the loyalty points in the response. - -You'll test out this route as you customize the Next.js Starter Storefront next. - -*** - -## Step 6: Show Loyalty Points During Checkout - -Now that you have the API route to retrieve the loyalty points, you can show them during checkout. - -In this step, you'll customize the Next.js Starter Storefront to show the loyalty points in the checkout page. - -First, you'll add a server action function that retrieves the loyalty points from the route you created earlier. In `src/lib/data/customer.ts`, add the following function: - -```ts title="src/lib/data/customer.ts" badgeLabel="Storefront" badgeColor="blue" -export const getLoyaltyPoints = async () => { - const headers = { - ...(await getAuthHeaders()), - } - - return sdk.client.fetch<{ points: number }>( - `/store/customers/me/loyalty-points`, - { - method: "GET", - headers, - } - ) - .then(({ points }) => points) - .catch(() => null) -} -``` - -You add a `getLoyaltyPoints` function that retrieves the authenticated customer's loyalty points from the API route you created earlier. You pass the authentication headers using the `getAuthHeaders` function, which is a utility function defined in the Next.js Starter Storefront. - -If the customer isn't authenticated, the request will fail. So, you catch the error and return `null` in that case. - -Next, you'll create a component that shows the loyalty points in the checkout page. Create the file `src/modules/checkout/components/loyalty-points/index.tsx` with the following content: - -```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" highlights={loyaltyPointsHighlights} -"use client" - -import { HttpTypes } from "@medusajs/types" -import { useEffect, useMemo, useState } from "react" -import { getLoyaltyPoints } from "../../../../lib/data/customer" -import { Button, Heading } from "@medusajs/ui" -import Link from "next/link" - -type LoyaltyPointsProps = { - cart: HttpTypes.StoreCart & { - promotions: HttpTypes.StorePromotion[] - } -} - -const LoyaltyPoints = ({ cart }: LoyaltyPointsProps) => { - const isLoyaltyPointsPromoApplied = useMemo(() => { - return cart.promotions.find( - (promo) => promo.id === cart.metadata?.loyalty_promo_id - ) !== undefined - }, [cart]) - const [loyaltyPoints, setLoyaltyPoints] = useState< - number | null - >(null) - - useEffect(() => { - getLoyaltyPoints() - .then((points) => { - console.log(points) - setLoyaltyPoints(points) - }) - }, []) - - const handleTogglePromotion = async ( - e: React.MouseEvent - ) => { - e.preventDefault() - // TODO apply or remove loyalty promotion - } - - return ( - <> -
-
- - Loyalty Points - - {loyaltyPoints === null && ( - - Sign up to get and use loyalty points - - )} - {loyaltyPoints !== null && ( -
- - - You have {loyaltyPoints} loyalty points - -
- )} -
- - ) -} - -export default LoyaltyPoints -``` - -You create a `LoyaltyPoints` component that accepts the cart's details as a prop. In the component, you: - -- Create a `isLoyaltyPointsPromoApplied` memoized value that checks whether the cart has a loyalty promotion applied. You use the `cart.metadata.loyalty_promo_id` property to check this. -- Create a `loyaltyPoints` state to store the customer's loyalty points. -- Call the `getLoyaltyPoints` function in a `useEffect` hook to retrieve the loyalty points from the API route you created earlier. You set the `loyaltyPoints` state with the retrieved points. -- Define `handleTogglePromotion` that, when clicked, would either apply or remove the promotion. You'll implement these functionalities later. -- Render the loyalty points in the component. If the customer isn't authenticated, you show a link to the account page to sign up. Otherwise, you show the loyalty points and a button to apply or remove the promotion. - -Next, you'll show this component at the end of the checkout's summary component. So, import the component in `src/modules/checkout/templates/checkout-summary/index.tsx`: - -```tsx title="src/modules/checkout/templates/checkout-summary/index.tsx" badgeLabel="Storefront" badgeColor="blue" -import LoyaltyPoints from "../../components/loyalty-points" -``` - -Then, in the return statement of the `CheckoutSummary` component, add the following after the `div` wrapping the `DiscountCode`: - -```tsx title="src/modules/checkout/templates/checkout-summary/index.tsx" badgeLabel="Storefront" badgeColor="blue" - -``` - -This will show the loyalty points component at the end of the checkout summary. - -### Test it Out - -To test out the customizations to the checkout flow, make sure both the Medusa application and Next.js Starter Storefront are running. - -Then, as an authenticated customer, add an item to cart and proceed to checkout. You'll find a new "Loyalty Points" section at the end of the checkout summary. - -![Loyalty Points Section at the end of the summary section at the right](https://res.cloudinary.com/dza7lstvk/image/upload/v1744195223/Medusa%20Resources/Screenshot_2025-04-09_at_1.39.34_PM_l5oltc.png) - -If you made a purchase before, you can see your loyalty points. You'll also see the "Apply Loyalty Points" button, which doesn't yet do anything. You'll add the functionality next. - -*** - -## Step 7: Apply Loyalty Points to Cart - -The next feature you'll implement allows the customer to apply their loyalty points during checkout. To implement the feature, you need: - -- A workflow that implements the steps of the apply loyalty points flow. -- An API route that exposes the workflow's functionality to clients. You'll then send a request to this API route to apply the loyalty points on the customer's cart. -- A function in the Next.js Starter Storefront that sends the request to the API route you created earlier. - -The workflow will have the following steps: - -- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details. -- [validateCustomerExistsStep](#validateCustomerExistsStep): Validate that the customer is registered. -- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. -- [getCartLoyaltyPromoAmountStep](#getCartLoyaltyPromoAmountStep): Get the amount to be discounted based on the loyalty points. -- [createPromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/createPromotionsStep/index.html.md): Create a new loyalty promotion for the cart. -- [updateCartPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/workflows/updateCartPromotionsWorkflow/index.html.md): Update the cart's promotions with the new loyalty promotion. -- [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md): Update the cart to store the ID of the loyalty promotion in the metadata. -- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details again. - -Most of the workflow's steps are either provided by Medusa in the `@medusajs/medusa/core-flows` package or steps you've already implemented. You only need to implement the `getCartLoyaltyPromoAmountStep` step. - -### getCartLoyaltyPromoAmountStep - -The fourth step in the workflow is the `getCartLoyaltyPromoAmountStep`, which retrieves the amount to be discounted based on the loyalty points. This step is useful to determine how much discount to apply to the cart. - -To create the step, create the file `src/workflows/steps/get-cart-loyalty-promo-amount.ts` with the following content: - -```ts title="src/workflows/steps/get-cart-loyalty-promo-amount.ts" highlights={getCartLoyaltyPromoAmountStepHighlights} -import { PromotionDTO, CustomerDTO } from "@medusajs/framework/types" -import { MedusaError } from "@medusajs/framework/utils" -import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" -import LoyaltyModuleService from "../../modules/loyalty/service" -import { LOYALTY_MODULE } from "../../modules/loyalty" - -export type GetCartLoyaltyPromoAmountStepInput = { - cart: { - id: string - customer: CustomerDTO - promotions?: PromotionDTO[] - total: number - } -} - -export const getCartLoyaltyPromoAmountStep = createStep( - "get-cart-loyalty-promo-amount", - async ({ cart }: GetCartLoyaltyPromoAmountStepInput, { container }) => { - // Check if customer has any loyalty points - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - const loyaltyPoints = await loyaltyModuleService.getPoints( - cart.customer.id - ) - - if (loyaltyPoints <= 0) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - "Customer has no loyalty points" - ) - } - - const pointsAmount = await loyaltyModuleService.calculatePointsFromAmount( - loyaltyPoints - ) - - const amount = Math.min(pointsAmount, cart.total) - - return new StepResponse(amount) - } -) -``` - -You create a step that accepts an object having the cart's details. - -In the step, you resolve the Loyalty Module's service from the Medusa container. Then, you call the `getPoints` method to retrieve the customer's loyalty points. If the customer has no loyalty points, you throw an error. - -Next, you call the `calculatePointsFromAmount` method to calculate the amount to be discounted based on the loyalty points. You use the `Math.min` function to ensure that the amount doesn't exceed the cart's total. - -Finally, you return a `StepResponse` with the amount to be discounted. - -### Create the Workflow - -You can now create the workflow that applies a loyalty promotion to the cart. - -To create the workflow, create the file `src/workflows/apply-loyalty-on-cart.ts` with the following content: - -```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={applyLoyaltyOnCartWorkflowHighlights} collapsibleLines="1-24" expandButtonLabel="Show Imports" -import { - createWorkflow, - transform, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" -import { - createPromotionsStep, - updateCartPromotionsWorkflow, - updateCartsStep, - useQueryGraphStep, -} from "@medusajs/medusa/core-flows" -import { - validateCustomerExistsStep, - ValidateCustomerExistsStepInput, -} from "./steps/validate-customer-exists" -import { - getCartLoyaltyPromoAmountStep, - GetCartLoyaltyPromoAmountStepInput, -} from "./steps/get-cart-loyalty-promo-amount" -import { CartData, CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE } from "../utils/promo" -import { CreatePromotionDTO } from "@medusajs/framework/types" -import { PromotionActions } from "@medusajs/framework/utils" -import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" - -type WorkflowInput = { - cart_id: string -} - -const fields = [ - "id", - "customer.*", - "promotions.*", - "promotions.application_method.*", - "promotions.rules.*", - "promotions.rules.values.*", - "currency_code", - "total", - "metadata", -] - -export const applyLoyaltyOnCartWorkflow = createWorkflow( - "apply-loyalty-on-cart", - (input: WorkflowInput) => { - // @ts-ignore - const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields, - filters: { - id: input.cart_id, - }, - options: { - throwIfKeyNotFound: true, - }, - }) - - validateCustomerExistsStep({ - customer: carts[0].customer, - } as ValidateCustomerExistsStepInput) - - getCartLoyaltyPromoStep({ - cart: carts[0] as unknown as CartData, - throwErrorOn: "found", - }) - - const amount = getCartLoyaltyPromoAmountStep({ - cart: carts[0], - } as unknown as GetCartLoyaltyPromoAmountStepInput) - - // TODO create and apply the promotion on the cart - } -) -``` - -You create a workflow that accepts an object with the cart's ID as input. - -So far, you: - -- Use `useQueryGraphStep` to retrieve the cart's details. You pass the cart's ID as a filter to retrieve the cart. -- Validate that the customer is registered using the `validateCustomerExistsStep`. -- Check whether the cart has a loyalty promotion using the `getCartLoyaltyPromoStep`. You pass the `throwErrorOn` parameter with the value `found` to throw an error if a loyalty promotion is found in the cart. -- Retrieve the amount to be discounted based on the loyalty points using the `getCartLoyaltyPromoAmountStep`. - -Next, you need to create a new loyalty promotion for the cart. First, you'll prepare the data of the promotion to be created. - -Replace the `TODO` with the following: - -```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={prepareLoyaltyPromoDataHighlights} -const promoToCreate = transform({ - carts, - amount, -}, (data) => { - const randomStr = Math.random().toString(36).substring(2, 8) - const uniqueId = ( - "LOYALTY-" + data.carts[0].customer?.first_name + "-" + randomStr - ).toUpperCase() - return { - code: uniqueId, - type: "standard", - status: "active", - application_method: { - type: "fixed", - value: data.amount, - target_type: "order", - currency_code: data.carts[0].currency_code, - allocation: "across", - }, - rules: [ - { - attribute: CUSTOMER_ID_PROMOTION_RULE_ATTRIBUTE, - operator: "eq", - values: [data.carts[0].customer!.id], - }, - ], - campaign: { - name: uniqueId, - description: "Loyalty points promotion for " + data.carts[0].customer!.email, - campaign_identifier: uniqueId, - budget: { - type: "usage", - limit: 1, - }, - }, - } -}) - -// TODO create promotion and apply it on cart -``` - -Since data manipulation isn't allowed in a workflow constructor, you use the [transform](https://docs.medusajs.com/docs/learn/fundamentals/workflows/variable-manipulation/index.html.md) function from the Workflows SDK. It accepts two parameters: - -- The data to perform manipulation on. In this case, you pass the cart's details and the amount to be discounted. -- A function that receives the data from the first parameter, and returns the transformed data. - -In the transformation function, you prepare th data of the loyalty promotion to be created. Some key details include: - -- You set the discount amount in the application method of the promotion. -- You add a rule to the promotion that ensures it can be used only in carts having their `customer_id` equal to this customer's ID. This prevents other customers from using this promotion. -- You create a campaign for the promotion, and you set the campaign budget to a single usage. This prevents the customer from using the promotion again. - -Learn more about promotion concepts in the [Promotion Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/promotion/index.html.md)'s documentation. - -You can now use the returned data to create a promotion and apply it to the cart. Replace the new `TODO` with the following: - -```ts title="src/workflows/apply-loyalty-on-cart.ts" highlights={createLoyaltyPromoStepHighlights} -const loyaltyPromo = createPromotionsStep([ - promoToCreate, -] as CreatePromotionDTO[]) - -const { metadata, ...updatePromoData } = transform({ - carts, - promoToCreate, - loyaltyPromo, -}, (data) => { - const promos = [ - ...(data.carts[0].promotions?.map((promo) => promo?.code).filter(Boolean) || []) as string[], - data.promoToCreate.code, - ] - - return { - cart_id: data.carts[0].id, - promo_codes: promos, - action: PromotionActions.ADD, - metadata: { - loyalty_promo_id: data.loyaltyPromo[0].id, - }, - } -}) - -updateCartPromotionsWorkflow.runAsStep({ - input: updatePromoData, -}) - -updateCartsStep([ - { - id: input.cart_id, - metadata, - }, -]) - -// retrieve cart with updated promotions -// @ts-ignore -const { data: updatedCarts } = useQueryGraphStep({ - entity: "cart", - fields, - filters: { id: input.cart_id }, -}).config({ name: "retrieve-cart" }) - -return new WorkflowResponse(updatedCarts[0]) -``` - -In the rest of the workflow, you: - -- Create the loyalty promotion using the data you prepared earlier using the `createPromotionsStep`. -- Use the `transform` function to prepare the data to update the cart's promotions. You add the new loyalty promotion code to the cart's promotions codes, and set the `loyalty_promo_id` in the cart's metadata. -- Update the cart's promotions with the new loyalty promotion using the `updateCartPromotionsWorkflow` workflow. -- Update the cart's metadata with the loyalty promotion ID using the `updateCartsStep`. -- Retrieve the cart's details again using `useQueryGraphStep` to get the updated cart with the new loyalty promotion. - -To return data from the workflow, you must return an instance of `WorkflowResponse`. You pass it the data to be returned, which is in this case the cart's details. - -### Create the API Route - -Next, you'll create the API route that executes this workflow. - -To create the API route, create the file `src/api/store/carts/[id]/loyalty-points/route.ts` with the following content: - -```ts title="src/api/store/carts/[id]/loyalty-points/route.ts" -import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" -import { applyLoyaltyOnCartWorkflow } from "../../../../../workflows/apply-loyalty-on-cart" - -export async function POST( - req: MedusaRequest, - res: MedusaResponse -) { - const { id: cart_id } = req.params - - const { result: cart } = await applyLoyaltyOnCartWorkflow(req.scope) - .run({ - input: { - cart_id, - }, - }) - - res.json({ cart }) -} -``` - -Since you export a `POST` route handler, you expose a `POST` API route at `/store/carts/[id]/loyalty-points`. - -In the route handler, you execute the `applyLoyaltyOnCartWorkflow` workflow, passing it the cart ID as an input. You return the cart's details in the response. - -You can now use this API route in the Next.js Starter Storefront. - -### Apply Loyalty Points in the Storefront - -In the Next.js Starter Storefront, you need to add a server action function that sends a request to the API route you created earlier. Then, you'll use that function when the customer clicks the "Apply Loyalty Points" button. - -To add the function, add the following to `src/lib/data/cart.ts` in the Next.js Starter Storefront: - -```ts title="src/lib/data/cart.ts" badgeLabel="Storefront" badgeColor="blue" -export async function applyLoyaltyPointsOnCart() { - const cartId = await getCartId() - const headers = { - ...(await getAuthHeaders()), - } - - return await sdk.client.fetch<{ - cart: HttpTypes.StoreCart & { - promotions: HttpTypes.StorePromotion[] - } - }>(`/store/carts/${cartId}/loyalty-points`, { - method: "POST", - headers, - }) - .then(async (result) => { - const cartCacheTag = await getCacheTag("carts") - revalidateTag(cartCacheTag) - - return result - }) -} -``` - -You create an `applyLoyaltyPointsOnCart` function that sends a request to the API route you created earlier. - -In the function, you retrieve the cart ID stored in the cookie using the `getCartId` function, which is available in the Next.js Starter Storefront. - -Then, you send the request. Once the request is resolved successfully, you revalidate the cart cache tag to ensure that the cart's details are updated and refetched by other components. This ensures that the applied promotion is shown in the checkout summary without needing to refresh the page. - -Finally, you'll use this function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. - -At the top of `src/modules/checkout/components/loyalty-points/index.tsx`, import the function: - -```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" -import { applyLoyaltyPointsOnCart } from "../../../../lib/data/cart" -``` - -Then, replace the `handleTogglePromotion` function with the following: - -```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" -const handleTogglePromotion = async ( - e: React.MouseEvent -) => { - e.preventDefault() - if (!isLoyaltyPointsPromoApplied) { - await applyLoyaltyPointsOnCart() - } else { - // TODO remove loyalty points - } -} -``` - -In the `handleTogglePromotion` function, you call the `applyLoyaltyPointsOnCart` function if the cart doesn't have a loyalty promotion. This will send a request to the API route you created earlier, which will execute the workflow that applies the loyalty promotion to the cart. - -You'll implement removing the loyalty points promotion in a later step. - -### Test it Out - -To test out applying the loyalty points on the cart, start the Medusa application and Next.js Starter Storefront. - -Then, in the checkout flow as an authenticated customer, click on the "Apply Loyalty Points" button. The checkout summary will be updated with the applied promotion and the discount amount. - -If you don't want the promotion to be shown in the "Promotions(s) applied" section, you can filter the promotions in `src/modules/checkout/components/discount-code/index.tsx` to not show a promotion matching `cart.metadata.loyalty_promo_id`. - -![Discounted amount is shown as part of the summary and the promotion is shown as part of the applied promotions](https://res.cloudinary.com/dza7lstvk/image/upload/v1744200895/Medusa%20Resources/Screenshot_2025-04-09_at_3.14.19_PM_abmtjh.png) - -*** - -## Step 8: Remove Loyalty Points From Cart - -In this step, you'll implement the functionality to remove the loyalty points promotion from the cart. This is useful if the customer changes their mind and wants to remove the promotion. - -To implement this functionality, you'll need to: - -- Create a workflow that removes the loyalty points promotion from the cart. -- Create an API route that executes the workflow. -- Create a function in the Next.js Starter Storefront that sends a request to the API route you created earlier. -- Use the function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. - -### Create the Workflow - -The workflow will have the following steps: - -- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details. -- [getCartLoyaltyPromoStep](#getCartLoyaltyPromoStep): Retrieve the cart's loyalty promotion. -- [updateCartPromotionsWorkflow](https://docs.medusajs.com/references/medusa-workflows/workflows/updateCartPromotionsWorkflow/index.html.md): Update the cart's promotions to remove the loyalty promotion. -- [updateCartsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updateCartsStep/index.html.md): Update the cart to remove the loyalty promotion ID from the metadata. -- [updatePromotionsStep](https://docs.medusajs.com/references/medusa-workflows/steps/updatePromotionsStep/index.html.md): Deactive the loyalty promotion. -- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve the cart's details again. - -Since you already have all the steps, you can create the workflow. - -To create the workflow, create the file `src/workflows/remove-loyalty-from-cart.ts` with the following content: - -```ts title="src/workflows/remove-loyalty-from-cart.ts" collapsibleLines="1-15" expandButtonLabel="Show Imports" highlights={removeLoyaltyFromCartWorkflowHighlights} -import { - createWorkflow, - transform, - WorkflowResponse, -} from "@medusajs/framework/workflows-sdk" -import { - useQueryGraphStep, - updateCartPromotionsWorkflow, - updateCartsStep, - updatePromotionsStep, -} from "@medusajs/medusa/core-flows" -import { getCartLoyaltyPromoStep } from "./steps/get-cart-loyalty-promo" -import { PromotionActions } from "@medusajs/framework/utils" -import { CartData } from "../utils/promo" - -type WorkflowInput = { - cart_id: string -} - -const fields = [ - "id", - "customer.*", - "promotions.*", - "promotions.application_method.*", - "promotions.rules.*", - "promotions.rules.values.*", - "currency_code", - "total", - "metadata", -] - -export const removeLoyaltyFromCartWorkflow = createWorkflow( - "remove-loyalty-from-cart", - (input: WorkflowInput) => { - // @ts-ignore - const { data: carts } = useQueryGraphStep({ - entity: "cart", - fields, - filters: { - id: input.cart_id, - }, - }) - - const loyaltyPromo = getCartLoyaltyPromoStep({ - cart: carts[0] as unknown as CartData, - throwErrorOn: "not-found", - }) - - updateCartPromotionsWorkflow.runAsStep({ - input: { - cart_id: input.cart_id, - promo_codes: [loyaltyPromo.code!], - action: PromotionActions.REMOVE, - }, - }) - - const newMetadata = transform({ - carts, - }, (data) => { - const { loyalty_promo_id, ...rest } = data.carts[0].metadata || {} - - return { - ...rest, - loyalty_promo_id: null, - } - }) - - updateCartsStep([ - { - id: input.cart_id, - metadata: newMetadata, - }, - ]) - - updatePromotionsStep([ - { - id: loyaltyPromo.id, - status: "inactive", - }, - ]) - - // retrieve cart with updated promotions - // @ts-ignore - const { data: updatedCarts } = useQueryGraphStep({ - entity: "cart", - fields, - filters: { id: input.cart_id }, - }).config({ name: "retrieve-cart" }) - - return new WorkflowResponse(updatedCarts[0]) - } -) -``` - -You create a workflow that accepts an object with the cart's ID as input. - -In the workflow, you: - -- Use `useQueryGraphStep` to retrieve the cart's details. You pass the cart's ID as a filter to retrieve the cart. -- Check whether the cart has a loyalty promotion using the `getCartLoyaltyPromoStep`. You pass the `throwErrorOn` parameter with the value `not-found` to throw an error if a loyalty promotion isn't found in the cart. -- Update the cart's promotions using the `updateCartPromotionsWorkflow`, removing the loyalty promotion. -- Use the `transform` function to prepare the new metadata of the cart. You remove the `loyalty_promo_id` from the metadata. -- Update the cart's metadata with the new metadata using the `updateCartsStep`. -- Deactivate the loyalty promotion using the `updatePromotionsStep`. -- Retrieve the cart's details again using `useQueryGraphStep` to get the updated cart with the new loyalty promotion. -- Return the cart's details in a `WorkflowResponse` instance. - -### Create the API Route - -Next, you'll create the API route that executes this workflow. - -To create the API route, add the following in `src/api/store/carts/[id]/loyalty-points/route.ts`: - -```ts title="src/api/store/carts/[id]/loyalty-points/route.ts" -// other imports... -import { removeLoyaltyFromCartWorkflow } from "../../../../../workflows/remove-loyalty-from-cart" - -// ... -export async function DELETE( - req: MedusaRequest, - res: MedusaResponse -) { - const { id: cart_id } = req.params - - const { result: cart } = await removeLoyaltyFromCartWorkflow(req.scope) - .run({ - input: { - cart_id, - }, - }) - - res.json({ cart }) -} -``` - -You export a `DELETE` route handler, which exposes a `DELETE` API route at `/store/carts/[id]/loyalty-points`. - -In the route handler, you execute the `removeLoyaltyFromCartWorkflow` workflow, passing it the cart ID as an input. You return the cart's details in the response. - -You can now use this API route in the Next.js Starter Storefront. - -### Remove Loyalty Points in the Storefront - -In the Next.js Starter Storefront, you need to add a server action function that sends a request to the API route you created earlier. Then, you'll use that function when the customer clicks the "Remove Loyalty Points" button, which shows when the cart has a loyalty promotion applied. - -To add the function, add the following to `src/lib/data/cart.ts`: - -```ts title="src/lib/data/cart.ts" badgeLabel="Storefront" badgeColor="blue" -export async function removeLoyaltyPointsOnCart() { - const cartId = await getCartId() - const headers = { - ...(await getAuthHeaders()), - } - const next = { - ...(await getCacheOptions("carts")), - } - - return await sdk.client.fetch<{ - cart: HttpTypes.StoreCart & { - promotions: HttpTypes.StorePromotion[] - } - }>(`/store/carts/${cartId}/loyalty-points`, { - method: "DELETE", - headers, - }) - .then(async (result) => { - const cartCacheTag = await getCacheTag("carts") - revalidateTag(cartCacheTag) - - return result - }) -} -``` - -You create a `removeLoyaltyPointsOnCart` function that sends a request to the API route you created earlier. - -In the function, you retrieve the cart ID stored in the cookie using the `getCartId` function, which is available in the Next.js Starter Storefront. - -Then, you send the request to the API route. Once the request is resolved successfully, you revalidate the cart cache tag to ensure that the cart's details are updated and refetched by other components. This ensures that the promotion is removed from the checkout summary without needing to refresh the page. - -Finally, you'll use this function in the `handleTogglePromotion` function in the `LoyaltyPoints` component you created earlier. - -At the top of `src/modules/checkout/components/loyalty-points/index.tsx`, add the following import: - -```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" -import { removeLoyaltyPointsOnCart } from "../../../../lib/data/cart" -``` - -Then, replace the `TODO` in `handleTogglePromotion` with the following: - -```tsx title="src/modules/checkout/components/loyalty-points/index.tsx" badgeLabel="Storefront" badgeColor="blue" -await removeLoyaltyPointsOnCart() -``` - -In the `handleTogglePromotion` function, you call the `removeLoyaltyPointsOnCart` function if the cart has a loyalty promotion. This will send a request to the API route you created earlier, which will execute the workflow that removes the loyalty promotion from the cart. - -### Test it Out - -To test out removing the loyalty points from the cart, start the Medusa application and Next.js Starter Storefront. - -Then, in the checkout flow as an authenticated customer, after applying the loyalty points, click on the "Remove Loyalty Points" button. The checkout summary will be updated with the removed promotion and the discount amount. - -![The "Remove Loyalty Points" button is shown in the "Loyalty Points" section](https://res.cloudinary.com/dza7lstvk/image/upload/v1744204436/Medusa%20Resources/Screenshot_2025-04-09_at_4.13.24_PM_xt5trh.png) - -*** - -## Step 9: Validate Loyalty Points on Cart Completion - -After the customer applies the loyalty points to the cart and places the order, you need to validate that the customer actually has the loyalty points. This prevents edge cases where the customer may have applied the loyalty points previously but they don't have them anymore. - -So, in this step, you'll hook into Medusa's cart completion flow to perform the validation. - -Since Medusa uses workflows in its API routes, it allows you to hook into them and perform custom functionalities using [Workflow Hooks](https://docs.medusajs.com/docs/learn/fundamentals/workflows/workflow-hooks/index.html.md). A workflow hook is a point in a workflow where you can inject custom functionality as a step function, called a hook handler. - -Medusa uses the [completeCartWorkflow](https://docs.medusajs.com/references/medusa-workflows/completeCartWorkflow/index.html.md) hook to complete the cart and place an order. This workflow has a `validate` hook that allows you to perform custom validation before the cart is completed. - -To consume the `validate` hook, create the file `src/workflows/hooks/complete-cart.ts` with the following content: - -```ts title="src/workflows/hooks/complete-cart.ts" highlights={completeCartWorkflowHookHighlights} collapsibleLines="1-6" expandButtonLabel="Show Imports" -import { completeCartWorkflow } from "@medusajs/medusa/core-flows" -import LoyaltyModuleService from "../../modules/loyalty/service" -import { LOYALTY_MODULE } from "../../modules/loyalty" -import { CartData, getCartLoyaltyPromotion } from "../../utils/promo" -import { MedusaError } from "@medusajs/framework/utils" - -completeCartWorkflow.hooks.validate( - async ({ cart }, { container }) => { - const query = container.resolve("query") - const loyaltyModuleService: LoyaltyModuleService = container.resolve( - LOYALTY_MODULE - ) - - const { data: carts } = await query.graph({ - entity: "cart", - fields: [ - "id", - "promotions.*", - "customer.*", - "promotions.rules.*", - "promotions.rules.values.*", - "promotions.application_method.*", - "metadata", - ], - filters: { - id: cart.id, - }, - }, { - throwIfKeyNotFound: true, - }) - - const loyaltyPromo = getCartLoyaltyPromotion( - carts[0] as unknown as CartData - ) - - if (!loyaltyPromo) { - return - } - - const customerLoyaltyPoints = await loyaltyModuleService.getPoints( - carts[0].customer!.id - ) - const requiredPoints = await loyaltyModuleService.calculatePointsFromAmount( - loyaltyPromo.application_method!.value as number - ) - - if (customerLoyaltyPoints < requiredPoints) { - throw new MedusaError( - MedusaError.Types.INVALID_DATA, - `Customer does not have enough loyalty points. Required: ${ - requiredPoints - }, Available: ${customerLoyaltyPoints}` - ) - } - } -) -``` - -Workflows have a special `hooks` property that includes all the hooks tht you can consume in that workflow. You consume the hook by invoking it from the workflow's `hooks` property. - -Since the hook is essentially a step function, it accepts the following parameters: - -- The hook's input passed from the workflow, which differs for each hook. The `validate` hook receives an object having the cart's details. -- The step context object, which contains the Medusa container. You can use it to resolve services and perform actions. - -In the hook, you resolve Query and the Loyalty Module's service. Then, you use Query to retrieve the cart's necessary details, including its promotions, customer, and metadata. - -After that, you retrieve the customer's loyalty points and calculate the required points to apply the loyalty promotion. - -If the customer doesn't have enough loyalty points, you throw an error. This will prevent the cart from being completed if the customer doesn't have enough loyalty points. - -*** - -## Test Out Cart Completion with Loyalty Points - -Since you now have the entire loyalty points flow implemented, you can test it out by going through the checkout flow, applying the loyalty points to the cart. - -When you place the order, if the customer has sufficient loyalty points, the validation hook will pass. - -Then, the `order.placed` event will be emitted, which will execute the subscriber that calls the `handleOrderPointsWorkflow`. - -In the workflow, since the order's cart has a loyalty promotion, the points equivalent to the promotion will be deducted, and the promotion becomes inactive. - -You can confirm that the loyalty points were deducted either by sending a request to the [retrieve loyalty points API route](#step-5-retrieve-loyalty-points-api-route), or by going through the checkout process again in the storefront. - -*** - -## Next Steps - -You've now implement a loyalty points system in Medusa. There's still more that you can implement based on your use case: - -- Add loyalty points on registration or other events. Refer to the [Events Reference](https://docs.medusajs.com/references/events/index.html.md) for a full list of available events you can listen to. -- Show the customer their loyalty point usage history. This will require adding another data model in the Loyalty Module that records the usage history. You can create records of that data model when an order that has a loyalty promotion is placed, then customize the storefront to show a new page for loyalty points history. -- Customize the Medusa Admin to show a new page or [UI Route](https://docs.medusajs.com/docs/learn/fundamentals/admin/ui-routes/index.html.md) for loyalty points information and analytics. - -If you're new to Medusa, check out the [main documentation](https://docs.medusajs.com/docs/learn/index.html.md), where you'll get a more in-depth learning of all the concepts you've used in this guide and more. - -To learn more about the commerce features that Medusa provides, check out Medusa's [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md). - - # Integrations You can integrate any third-party service to Medusa, including storage services, notification systems, Content-Management Systems (CMS), etc… By integrating third-party services, you build flows and synchronize data around these integrations, making Medusa not only your commerce application, but a middleware layer between your data sources and operations. @@ -45166,6 +45313,1222 @@ Integrate a search engine to index and search products or other types of data in - [Algolia](https://docs.medusajs.com/integrations/guides/algolia/index.html.md) +# Integrate Algolia (Search) with Medusa + +In this tutorial, you'll learn how to integrate Medusa with Algolia. + +When you install a Medusa application, you get a fully-fledged commerce platform with a Framework for customization. Medusa's architecture supports integrating third-party services, such as a search engine, allowing you to build your unique requirements around core commerce flows. + +[Algolia](https://www.algolia.com/doc/) is a search engine that enables you to build and manage an intuitive search experience for your customers. By integrating Algolia with Medusa, you can index e-commerce data, such as products, and allow clients to search through them. + +You can follow this guide whether you're new to Medusa or an advanced Medusa developer. + +## Summary + +By following this tutorial, you'll learn how to: + +- Install and set up Medusa. +- Integrate Algolia into Medusa. +- Trigger Algolia reindexing when a product is created, updated, deleted, or when the admin manually triggers a reindex. +- Customize the Next.js Starter Storefront to allow searching for products through Algolia. + +![Diagram illustrating the integration of Algolia with Medusa](https://res.cloudinary.com/dza7lstvk/image/upload/v1742889842/Medusa%20Resources/algolia-summary_lhegrr.jpg) + +- [Algolia Integration Repository](https://github.com/medusajs/examples/tree/main/algolia-integration): Find the full code for this guide in this repository. +- [OpenApi Specs for Postman](https://res.cloudinary.com/dza7lstvk/raw/upload/v1742829748/OpenApi/Algolia-Search_t1zlkd.yaml): Import this OpenApi Specs file into tools like Postman. + +*** + +## Step 1: Install a Medusa Application + +### Prerequisites + +- [Node.js v20+](https://nodejs.org/en/download) +- [Git CLI tool](https://git-scm.com/downloads) +- [PostgreSQL](https://www.postgresql.org/download/) + +Start by installing the Medusa application on your machine with the following command: + +```bash +npx create-medusa-app@latest +``` + +You'll first be asked for the project's name. Then, when asked whether you want to install the [Next.js starter storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md), choose "Yes." + +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 named `{project-name}-storefront`. + +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: Create Algolia Module + +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 custom module that provides the necessary functionalities to integrate Algolia with Medusa. + +Refer to the [Modules documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) to learn more. + +Before building the module, you need to install Algolia's JavaScript client. Run the following command in your Medusa application's root directory: + +```bash npm2yarn +npm install algoliasearch +``` + +### Create Module Directory + +A module is created under the `src/modules` directory of your Medusa application. So, create the directory `src/modules/algolia`. + +### 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 Algolia Module's service and the methods necessary to manage indexed products in Algolia and search through them. + +To create the Algolia Module's service, create the file `src/modules/algolia/service.ts` with the following content: + +```ts title="src/modules/algolia/service.ts" +import { algoliasearch, SearchClient } from "algoliasearch" + +type AlgoliaOptions = { + apiKey: string; + appId: string; + productIndexName: string; +} + +export type AlgoliaIndexType = "product" + +export default class AlgoliaModuleService { + private client: SearchClient + private options: AlgoliaOptions + + constructor({}, options: AlgoliaOptions) { + this.client = algoliasearch(options.appId, options.apiKey) + this.options = options + } + + // TODO add methods +} +``` + +You export a class that will be the Algolia Module's main service. In the service, you define two properties: + +- `client`: An instance of the Algolia Search Client, which you'll use to perform actions with Algolia's API. +- `options`: An object of options that the Module receives when it's registered, which you'll learn about later. The options contain: + - `apiKey`: The Algolia API key. + - `appId`: The Algolia App ID. + - `productIndexName`: The name of the index where products are stored. + +If you want to index other types of data, such as product categories, you can add new properties for their index names in the `AlgoliaOptions` type. + +A module's service receives the module's options as a second parameter in its constructor. In the constructor, you initialize the Algolia client using the module's options. + +A module has a container that holds all resources registered in that module, and you can access those resources in the first parameter of the constructor. Learn more about it in the [Module Container documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/container/index.html.md). + +#### Index Data Method + +The first method you need to add to the servie is a method that receives an array of data to add or update in Algolia's index. + +Add the following methods to the `AlgoliaModuleService` class: + +```ts title="src/modules/algolia/service.ts" +export default class AlgoliaModuleService { + // ... + async getIndexName(type: AlgoliaIndexType) { + switch (type) { + case "product": + return this.options.productIndexName + default: + throw new Error(`Invalid index type: ${type}`) + } + } + + async indexData(data: Record[], type: AlgoliaIndexType = "product") { + const indexName = await this.getIndexName(type) + this.client.saveObjects({ + indexName, + objects: data.map((item) => ({ + ...item, + // set the object ID to allow updating later + objectID: item.id, + })), + }) + } +} +``` + +You define two methods: + +1. `getIndexName`: A method that receives an `AlgoliaIndexType` (defined in the previous snippt) and returns the index name for that type. In this case, you only have one type, `product`, so you return the product index name. + - If you want to index other types of data, you can add more cases to the switch statement. +2. `indexData`: A method that receives an array of data and an `AlgoliaIndexType`. The method indexes the data in the Algolia index for the given type. + - Notice that you set the `objectID` property of each object to the object's `id`. This ensures that you later update the object instead of creating a new one. + +#### Retrieve and Delete Methods + +The next methods you'll add to the service are methods to retrieve and delete data from the Algolia index. You'll see their use later as you keep the Algolia index in sync with Medusa. + +Add the following methods to the `AlgoliaModuleService` class: + +```ts title="src/modules/algolia/service.ts" +export default class AlgoliaModuleService { + // ... + + async retrieveFromIndex(objectIDs: string[], type: AlgoliaIndexType = "product") { + const indexName = await this.getIndexName(type) + return await this.client.getObjects>({ + requests: objectIDs.map((objectID) => ({ + indexName, + objectID, + })), + }) + } + + async deleteFromIndex(objectIDs: string[], type: AlgoliaIndexType = "product") { + const indexName = await this.getIndexName(type) + await this.client.deleteObjects({ + indexName, + objectIDs, + }) + } +} +``` + +You define two methods: + +1. `retrieveFromIndex`: A method that receives an array of object IDs and an `AlgoliaIndexType`. The method retrieves the objects with the given IDs from the Algolia index. +2. `deleteFromIndex`: A method that receives an array of object IDs and an `AlgoliaIndexType`. The method deletes the objects with the given IDs from the Algolia index. + +#### Search Method + +The last method you'll implement is a method to search through the Algolia index. You'll later use this method to expose the search functionality to clients, such as the Next.js Storefront. + +Add the following method to the `AlgoliaModuleService` class: + +```ts title="src/modules/algolia/service.ts" +export default class AlgoliaModuleService { + // ... + + async search(query: string, type: AlgoliaIndexType = "product") { + const indexName = await this.getIndexName(type) + return await this.client.search({ + requests: [ + { + indexName, + query, + }, + ], + }) + } +} +``` + +The `search` method receives a query string and an `AlgoliaIndexType`. The method searches through the Algolia index for the given type, such as products, and returns the results. + +### 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/algolia/index.ts` with the following content: + +```ts title="src/modules/algolia/index.ts" +import { Module } from "@medusajs/framework/utils" +import AlgoliaModuleService from "./service" + +export const ALGOLIA_MODULE = "algolia" + +export default Module(ALGOLIA_MODULE, { + service: AlgoliaModuleService, +}) +``` + +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 `algolia`. +2. An object with a required property `service` indicating the module's service. + +You also export the module's name as `ALGOLIA_MODULE` so you can reference it later. + +### Add Module to Medusa's Configurations + +Once you finish building the module, add it to Medusa's configurations to start using it. + +In `medusa-config.ts`, add a `modules` property and pass an array with your custom module: + +```ts title="medusa-config.ts" +module.exports = defineConfig({ + // ... + modules: [ + { + resolve: "./src/modules/algolia", + options: { + appId: process.env.ALGOLIA_APP_ID!, + apiKey: process.env.ALGOLIA_API_KEY!, + productIndexName: process.env.ALGOLIA_PRODUCT_INDEX_NAME!, + }, + }, + ], +}) +``` + +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. + +You also pass an `options` property with the module's options, including the Algolia App ID, API Key, and the product index name. + +### Add Environment Variables + +Before you can start using the Algolia Module, you need to set the environment variables for the Algolia App ID, API Key, and the product index name. + +Add the following environment variables to your `.env` file: + +```env +ALGOLIA_APP_ID=your-algolia-app-id +ALGOLIA_API_KEY=your-algolia-api-key +ALGOLIA_PRODUCT_INDEX_NAME=your-product-index-name +``` + +Where: + +- `your-algolia-app-id` is your Algolia App ID. You can retrieve it from the Algolia dashboard by clicking at the application ID at the top left next to the sidebar. The pop up will show the application ID below the application's name. + +![Find the Algolia App ID by clicking on the application name in the Algolia dashboard, then copying the ID below the name in the pop-up](https://res.cloudinary.com/dza7lstvk/image/upload/v1742815360/Medusa%20Resources/Screenshot_2025-03-24_at_1.19.30_PM_kdp3y5.png) + +- `your-algolia-api-key` is your Algolia API Key. To retrieve it from the Algolia dashboard: + 1. Click on Settings in the sidebar. + 2. Choose API Keys under "Team and Access". + +![In the settings page, find the Team and Access section at the right of the page and choose API Keys](https://res.cloudinary.com/dza7lstvk/image/upload/v1742815534/Medusa%20Resources/Screenshot_2025-03-24_at_1.25.09_PM_hwsiba.png) + +3. Copy the Admin API Key. + +- `your-product-index-name` is the name of the index where you'll store products. You can find it by going to Search -> Index, and copying the index name at the top of the page. + +![In the Algolia dashboard, go to Search -> Index and copy the index name at the top of the page](https://res.cloudinary.com/dza7lstvk/image/upload/v1742815790/Medusa%20Resources/Screenshot_2025-03-24_at_1.28.58_PM_yq10sf.png) + +Your module is now ready for use. You'll see how to use it in the next steps. + +*** + +## Step 3: Sync Products to Algolia Workflow + +To keep the Algolia index in sync with Medusa, you need to trigger indexing when products are created, updated, or deleted in Medusa. You can also allow the admin to manually trigger a reindex. + +To implement the indexing functionality, you need to create a [workflow](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). A workflow is a series of 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. + +Learn more about workflows in the [Workflows documentation](https://docs.medusajs.com/docs/learn/fundamentals/workflows/index.html.md). + +In this step, you'll create a workflow that indexes products in Algolia. In the next steps, you'll learn how to use the workflow when products are created, updated, or deleted, or when the admin manually triggers a reindex. + +The workflow has the following steps: + +- [useQueryGraphStep](https://docs.medusajs.com/references/helper-steps/useQueryGraphStep/index.html.md): Retrieve products matching specified filters and pagination parameters. +- [syncProductsStep](#syncProductsStep): Index products in Algolia. + +Medusa provides the `useQueryGraphStep` in its `@medusajs/medusa/core-flows` package. So, you only need to implement the second step. + +### syncProductsStep + +In the second step of the workflow, you create or update indexes in Algolia for the products retrieved in the first step. + +To create the step, create the file `src/workflows/steps/sync-products.ts` with the following content: + +```ts title="src/workflows/steps/sync-products.ts" +import { ProductDTO } from "@medusajs/framework/types" +import { createStep, StepResponse } from "@medusajs/framework/workflows-sdk" +import { ALGOLIA_MODULE } from "../../modules/algolia" +import AlgoliaModuleService from "../../modules/algolia/service" + +export type SyncProductsStepInput = { + products: ProductDTO[] +} + +export const syncProductsStep = createStep( + "sync-products", + async ({ products }: SyncProductsStepInput, { container }) => { + const algoliaModuleService: AlgoliaModuleService = container.resolve(ALGOLIA_MODULE) + + const existingProducts = (await algoliaModuleService.retrieveFromIndex( + products.map((product) => product.id), + "product" + )).results.filter(Boolean) + const newProducts = products.filter( + (product) => !existingProducts.some((p) => p.objectID === product.id) + ) + await algoliaModuleService.indexData( + products as unknown as Record[], + "product" + ) + + return new StepResponse(undefined, { + newProducts: newProducts.map((product) => product.id), + existingProducts, + }) + } + // TODO add compensation +) +``` + +You create a step with `createStep` from the Workflows SDK. It accepts two parameters: + +1. The step's unique name, which is `sync-products`. +2. An async function that receives two parameters: + - The step's input, which is in this case an object holding an array of products to sync into Algolia. + - An object that has properties including the [Medusa container](https://docs.medusajs.com/docs/learn/fundamentals/medusa-container/index.html.md), which is a registry of Framework and commerce tools that you can access in the step. + +In the step function, you resolve the Algolia Module's service from the Medusa container using the name you exported in the module definition's file. + +Then, you retrieve the products that are already indexed in Algolia and determine which products are new. You'll learn why this is useful in a bit. + +Finally, you pass the products you received in the input to Algolia to create or update its indices. + +A step function must return a `StepResponse` instance. The `StepResponse` constructor accepts two parameters: + +1. The step's output, which in this case is `undefined`. +2. Data to pass to the step's compensation function. + +#### Compensation Function + +The compensation function undoes the actions performed in a step. Then, if an error occurs during the workflow's execution, the compensation functions of executed steps are called to roll back the changes. This mechanism ensures data consistency in your application, especially as you integrate external systems. + +To add a compensation function to a step, pass it as a third parameter to `createStep`: + +```ts title="src/workflows/steps/sync-products.ts" +export const syncProductsStep = createStep( + // ... + async (input, { container }) => { + if (!input) { + return + } + + const algoliaModuleService: AlgoliaModuleService = container.resolve(ALGOLIA_MODULE) + + if (input.newProducts) { + await algoliaModuleService.deleteFromIndex( + input.newProducts, + "product" + ) + } + + if (input.existingProducts) { + await algoliaModuleService.indexData( + input.existingProducts, + "product" + ) + } + } +) +``` + +The compensation function receives two parameters: + +1. The data you passed as a second parameter of `StepResponse` in the step function. +2. A context object similar to the step function that holds the Medusa container. + +In the compensation function, you resolve the Algolia Module's service from the container. Then, you delete from Algolia the products that were newly indexed, and revert the existing products to their original data. + +### Add Sync Products Workflow + +You can now create the worklow that syncs the products to Algolia. + +To create the workflow, create the file `src/workflows/sync-products.ts` with the following content: + +```ts title="src/workflows/sync-products.ts" +import { createWorkflow, WorkflowResponse } from "@medusajs/framework/workflows-sdk" +import { useQueryGraphStep } from "@medusajs/medusa/core-flows" +import { syncProductsStep, SyncProductsStepInput } from "./steps/sync-products" + +type SyncProductsWorkflowInput = { + filters?: Record + limit?: number + offset?: number +} + +export const syncProductsWorkflow = createWorkflow( + "sync-products", + ({ filters, limit, offset }: SyncProductsWorkflowInput) => { + // @ts-ignore + const { data, metadata } = useQueryGraphStep({ + entity: "product", + fields: ["id", "title", "description", "handle", "thumbnail", "categories.*", "tags.*"], + pagination: { + take: limit, + skip: offset, + }, + filters: { + // @ts-ignore + status: "published", + ...filters, + }, + }) + + syncProductsStep({ + products: data, + } as SyncProductsStepInput) + + return new WorkflowResponse({ + products: data, + metadata, + }) + } +) +``` + +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 pagination and filter parameters for the products to retrieve. + +In the workflow's constructor function, you: + +1. Execute `useQueryGraphStep` to retrieve products from Medusa's database. This step uses Medusa's [Query](https://docs.medusajs.com/docs/learn/fundamentals/module-links/query/index.html.md) tool to retrieve data across modules. You pass it the pagination and filter parameters you received in the input. +2. Execute `syncProductsStep` to index the products in Algolia. You pass it the products you retrieved in the previous step. + +A workflow must return an instance of `WorkflowResponse`. The `WorkflowResponse` constructor accepts the workflow's output as a parameter, which is an object holding the retrieved products and their pagination details. + +In the next step, you'll learn how to execute this workflow. + +*** + +## Step 4: Trigger Algolia Sync Manually + +As mentioned earlier, you'll trigger the Algolia sync automatically when product events occur, but you also want to allow the admin to manually trigger a reindex. + +In this step, you'll add the functionality to trigger the `syncProductsWorkflow` manually from the Medusa Admin dashboard. This requires: + +1. Creating a subscriber that listens to a custom `algolia.sync` event to trigger syncing products to Algolia. +2. Creating an API route that the Medusa Admin dashboard can call to emit the `algolia.sync` event, which triggers the subscriber. +3. Add a new page or UI route to the Medusa Admin dashboard to allow the admin to trigger the reindex. + +### Create Products Sync Subscriber + +A subscriber is an asynchronous function that listens to one or more events and performs actions when these events are emitted. A subscriber is useful when syncing data across systems, as the operation can be time-consuming and should be performed in the background. + +Learn more about subscribers in the [Events and Subscribers documentation](https://docs.medusajs.com/docs/learn/fundamentals/events-and-subscribers/index.html.md). + +You create a subscriber in a TypeScript or JavaScript file under the `src/subscribers` directory. So, to create the subscriber that listens to the `algolia.sync` event, create the file `src/subscribers/algolia-sync.ts` with the following content: + +```ts title="src/subscribers/algolia-sync.ts" +import { + SubscriberArgs, + type SubscriberConfig, +} from "@medusajs/framework" +import { syncProductsWorkflow } from "../workflows/sync-products" + +export default async function algoliaSyncHandler({ + container, +}: SubscriberArgs) { + const logger = container.resolve("logger") + + let hasMore = true + let offset = 0 + const limit = 50 + let totalIndexed = 0 + + logger.info("Starting product indexing...") + + while (hasMore) { + const { result: { products, metadata } } = await syncProductsWorkflow(container) + .run({ + input: { + limit, + offset, + }, + }) + + hasMore = offset + limit < (metadata?.count ?? 0) + offset += limit + totalIndexed += products.length + } + + logger.info(`Successfully indexed ${totalIndexed} products`) +} + +export const config: SubscriberConfig = { + event: "algolia.sync", +} +``` + +A subscriber file must export: + +1. An asynchronous function, which is the subscriber that is executed when the event is emitted. +2. A configuration object that holds the name of the event the subscriber listens to, which is `algolia.sync` in this case. + +The subscriber function receives an object as a parameter that has a `container` property, which is the Medusa container. + +In the subscriber function, you initialize variables to keep track of the pagination and the total number of products indexed. + +Then, you start a loop that retrieves products in batches of 50 and indexes them in Algolia using the `syncProductsWorkflow`. Finally, you log the total number of products indexed. + +You'll learn how to emit the `algolia.sync` event next. + +If you want to sync other data types, you can do it in this subscriber as well. + +### Create API Route to Trigger Sync + +To allow the Medusa Admin dashboard to trigger the `algolia.sync` event, you need to create an API route that emits the event. + +An API Route is an endpoint that exposes commerce features to external applications and clients, such as storefronts. + +Learn more about API routes in [this documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/index.html.md). + +An API route is created in a `route.ts` file under a sub-directory of the `src/api` directory. The path of the API route is the file's path relative to `src/api`. + +So, to create an API route at the path `/admin/algolia/sync`, create the file `src/api/admin/algolia/sync/route.ts` with the following content: + +```ts title="src/api/admin/algolia/sync/route.ts" +import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" +import { Modules } from "@medusajs/framework/utils" + +export async function POST( + req: MedusaRequest, + res: MedusaResponse +) { + const eventModuleService = req.scope.resolve(Modules.EVENT_BUS) + await eventModuleService.emit({ + name: "algolia.sync", + data: {}, + }) + res.send({ + message: "Syncing data to Algolia", + }) +} +``` + +Since you export a `POST` route handler function, you expose an `API` route at `/admin/algolia/sync`. The route handler function accepts two parameters: + +1. A request object with details and context on the request, such as body parameters or authenticated user details. +2. A response object to manipulate and send the response. + +In the route handler, you use the Medusa container that is available in the request object to resolve the [Event Module](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/infrastructure-modules/event/index.html.md). This module manages events and their subscribers. + +Then, you emit the `algolia.sync` event using the Event Module's `emit` method, passing it the event name. + +Finally, you send a response with a message indicating that data is being synced to Algolia. + +### Add Algolia Sync Page to Admin Dashboard + +The last step is to add a new page to the admin dashboard that allows the admin to trigger the reindex. You add a new page using a [UI Route](https://docs.medusajs.com/docs/learn/fundamentals/admin/ui-routes/index.html.md). + +A UI route is a React component that specifies the content to be shown in a new page in the Medusa Admin dashboard. You'll create a UI route to display a button that triggers the reindex when clicked. + +Learn more about UI routes in the [UI Routes documentation](https://docs.medusajs.com/docs/learn/fundamentals/admin/ui-routes/index.html.md). + +#### Configure JS SDK + +Before creating the UI route, you'll configure Medusa's [JS SDK](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/js-sdk/index.html.md) that you can use to send requests to the Medusa server from any client application, including your Medusa Admin customizations. + +The JS SDK is installed by default in your Medusa application. To configure it, create the file `src/admin/lib/sdk.ts` with the following content: + +```ts title="src/admin/lib/sdk.ts" +import Medusa from "@medusajs/js-sdk" + +export const sdk = new Medusa({ + baseUrl: "http://localhost:9000", + debug: process.env.NODE_ENV === "development", + auth: { + type: "session", + }, +}) +``` + +You create an instance of the JS SDK using the `Medusa` class from the JS SDK. You pass it an object having the following properties: + +- `baseUrl`: The base URL of the Medusa server. +- `debug`: A boolean indicating whether to log debug information into the console. +- `auth`: An object specifying the authentication type. When using the JS SDK for admin customizations, you use the `session` authentication type. + +#### Create UI Route + +You'll now create the UI route that displays a button to trigger the reindex. You create a UI route in a `page.tsx` file under a sub-directory of `src/admin/routes` directory. The file's path relative to `src/admin/routes` determines its path in the dashboard. + +So, to create a new page under the Settings section of the Medusa Admin, create the file `src/admin/routes/settings/algolia/page.tsx` with the following content: + +```tsx title="src/admin/routes/settings/algolia/page.tsx" +import { Container, Heading, Button, toast } from "@medusajs/ui" +import { useMutation } from "@tanstack/react-query" +import { sdk } from "../../../lib/sdk" +import { defineRouteConfig } from "@medusajs/admin-sdk" + +const AlgoliaPage = () => { + const { mutate, isPending } = useMutation({ + mutationFn: () => + sdk.client.fetch("/admin/algolia/sync", { + method: "POST", + }), + onSuccess: () => { + toast.success("Successfully triggered data sync to Algolia") + }, + onError: (err) => { + console.error(err) + toast.error("Failed to sync data to Algolia") + }, + }) + + const handleSync = () => { + mutate() + } + + return ( + +
+ Algolia Sync +
+
+ +
+
+ ) +} + +export const config = defineRouteConfig({ + label: "Algolia", +}) + +export default AlgoliaPage +``` + +A UI route's file must export: + +1. A React component that defines the content of the page. +2. A configuration object that specifies the route's label in the dashboard. This label is used to show a sidebar item for the new route. + +In the React component, you use `useMutation` hook from `@tanstack/react-query` to create a mutation that sends a `POST` request to the API route you created earlier. In the mutation function, you use the JS SDK to send the request. + +Then, in the return statement, you display a button that triggers the mutation when clicked, which sends a request to the API route you created earlier. + +### Test it Out + +You'll now test out the entire flow, starting from triggering the reindex manually from the Medusa Admin dashboard, to checking the Algolia dashboard for the indexed products. + +Run the following command to start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +Then, open the Medusa Admin at `http://localhost:9000/app` and log in with the credentials you set up in the first step. + +Can't remember the credentials? Learn how to create a user in the [Medusa CLI reference](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/medusa-cli/commands/user/index.html.md). + +After you log in, go to Settings from the sidebar. You'll find in the Settings' sidebar a new "Algolia" item. If you click on it, you'll find the page you created with the button to sync products to Algolia. + +If you click on the button, the products will be synced to Algolia. + +![The Algolia Sync page in the Medusa Admin dashboard with a button to sync products to Algolia](https://res.cloudinary.com/dza7lstvk/image/upload/v1742820813/Medusa%20Resources/Screenshot_2025-03-24_at_2.52.31_PM_eiegzb.png) + +You can check that the sync ran and was completed by checking the Medusa logs in the terminal where you started the Medusa application. You should find the following messages: + +```bash +info: Processing algolia.sync which has 1 subscribers +info: Starting product indexing... +info: Successfully indexed 4 products +``` + +These messages indicate that the `algolia.sync` event was emitted, which triggered the subscriber you created to sync the products using the `syncProductsWorkflow`. + +Finally, you can check the Algolia dashboard to see the indexed products. Go to Search -> Index, and check the records of the index you set up in the Algolia Module's options (`products`, for example). + +![The Algolia dashboard showing the indexed products](https://res.cloudinary.com/dza7lstvk/image/upload/v1742821034/Medusa%20Resources/Screenshot_2025-03-24_at_2.56.38_PM_mtojrv.png) + +*** + +## Step 5: Update Index on Product Changes + +You'll now automate the indexing of the products whenever a change occurs. That includes when a product is created, updated, or deleted. + +Similar to before, you'll create subscribers to listen to these events. + +### Handle Create and Update Products + +The action to perform when a product is created or updated is the same. You'll use the `syncProductsWorkflow` to sync the product to Algolia. + +So, you only need one subscriber to handle these two events. To create the subscriber, create the file `src/subscribers/product-sync.ts` with the following content: + +```ts title="src/subscribers/product-sync.ts" +import { SubscriberArgs, type SubscriberConfig } from "@medusajs/framework" +import { syncProductsWorkflow } from "../workflows/sync-products" + +export default async function handleProductEvents({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + await syncProductsWorkflow(container) + .run({ + input: { + filters: { + id: data.id, + }, + }, + }) +} + +export const config: SubscriberConfig = { + event: ["product.created", "product.updated"], +} +``` + +The subscriber listens to the `product.created` and `product.updated` events. When either of these events is emitted, the subscriber triggers the `syncProductsWorkflow` to sync the product to Algolia. + +When the `product.created` and `product.updated` events are emitted, the product's ID is passed in the event data payload, which you can access in the `event.data` property of the subscriber function's parameter. + +So, you pass the product's ID to the `syncProductsWorkflow` as a filter to retrieve only the product that was created or updated. + +#### Test it Out + +To test it out, start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +Then, either create a product or update an existing one using the Medusa Admin dashboard. If you check the Algolia dashboard, you'll find that the product was created or updated. + +### Handle Product Deletion + +When a product is deleted, you need to remove it from the Algolia index. As this requires a different action than creating or updating a product, you'll create a new workflow that deletes the product from Algolia, then create a subscriber that listens to the `product.deleted` event to trigger the workflow. + +#### Create Delete Product Step + +The workflow to delete a product from Algolia will have only one step that deletes products by their IDs from Algolia. + +So, create the step at `src/workflows/steps/delete-products-from-algolia.ts` with the following content: + +```ts title="src/workflows/steps/delete-products-from-algolia.ts" +import { + createStep, + StepResponse, +} from "@medusajs/framework/workflows-sdk" +import { ALGOLIA_MODULE } from "../../modules/algolia" + +export type DeleteProductsFromAlgoliaWorkflow = { + ids: string[] +} + +export const deleteProductsFromAlgoliaStep = createStep( + "delete-products-from-algolia-step", + async ( + { ids }: DeleteProductsFromAlgoliaWorkflow, + { container } + ) => { + const algoliaModuleService = container.resolve(ALGOLIA_MODULE) + + const existingRecords = await algoliaModuleService.retrieveFromIndex( + ids, + "product" + ) + await algoliaModuleService.deleteFromIndex( + ids, + "product" + ) + + return new StepResponse(undefined, existingRecords) + }, + async (existingRecords, { container }) => { + if (!existingRecords) { + return + } + const algoliaModuleService = container.resolve(ALGOLIA_MODULE) + + await algoliaModuleService.indexData( + existingRecords as unknown as Record[], + "product" + ) + } +) +``` + +The step receives the IDs of the products to delete as an input. + +In the step, you resolve the Algolia Module's service and retrieve the existing records from Algolia. This is useful to revert the deletion if an error occurs. + +Then, you delete the products from Algolia and pass the existing records to the compensation function. + +In the compensation function, you reindex the existing records if an error occurs. + +#### Create Delete Product Workflow + +You can now create the workflow that deletes products from Algolia. Create the file `src/workflows/delete-products-from-algolia.ts` with the following content: + +```ts title="src/workflows/delete-products-from-algolia.ts" +import { createWorkflow } from "@medusajs/framework/workflows-sdk" +import { deleteProductsFromAlgoliaStep } from "./steps/delete-products-from-algolia" + +type DeleteProductsFromAlgoliaWorkflowInput = { + ids: string[] +} + +export const deleteProductsFromAlgoliaWorkflow = createWorkflow( + "delete-products-from-algolia", + (input: DeleteProductsFromAlgoliaWorkflowInput) => { + deleteProductsFromAlgoliaStep(input) + } +) +``` + +The workflow receives an object with the IDs of the products to delete. It then executes the `deleteProductsFromAlgoliaStep` to delete the products from Algolia. + +#### Create Delete Product Subscriber + +Finally, you'll create the subscriber that listens to the `product.deleted` event to trigger the above workflow. + +Create the file `src/subscribers/product-delete.ts` with the following content: + +```ts title="src/subscribers/product-delete.ts" +import { SubscriberArgs, type SubscriberConfig } from "@medusajs/framework" +import { deleteProductsFromAlgoliaWorkflow } from "../workflows/delete-products-from-algolia" + +export default async function handleProductDeleted({ + event: { data }, + container, +}: SubscriberArgs<{ id: string }>) { + await deleteProductsFromAlgoliaWorkflow(container) + .run({ + input: { + ids: [data.id], + }, + }) +} + +export const config: SubscriberConfig = { + event: "product.deleted", +} +``` + +The subscriber listens to the `product.deleted` event. When the event is emitted, the subscriber triggers the `deleteProductsFromAlgoliaWorkflow`, passing it the ID of the product to delete. + +#### Test it Out + +To test product deletion, start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +Then, delete a product from the Medusa Admin dashboard. If you check the Algolia dashboard, you'll find that the product was deleted there as well. + +*** + +## Step 6: Add Search API Route + +Before customizing the storefront to show the search UI, you'll create an API route in your Medusa application that allows storefronts to search products in Algolia. + +While you can implement the search functionality directly in the storefront to interact with Algolia, this approach centralizes your search integration in Medusa, allowing you to change or modify the integration as necessary. You can also rely on the same behavior and results across different storefronts. + +To implement the API Route, create the file `src/api/store/products/search/route.ts` with the following content: + +```ts title="src/api/store/products/search/route.ts" +import { MedusaRequest, MedusaResponse } from "@medusajs/framework/http" +import { ALGOLIA_MODULE } from "../../../../modules/algolia" +import AlgoliaModuleService from "../../../../modules/algolia/service" +import { z } from "zod" + +export const SearchSchema = z.object({ + query: z.string(), +}) + +type SearchRequest = z.infer + +export async function POST( + req: MedusaRequest, + res: MedusaResponse +) { + const algoliaModuleService: AlgoliaModuleService = req.scope.resolve(ALGOLIA_MODULE) + + const { query } = req.validatedBody + + const results = await algoliaModuleService.search( + query as string + ) + + res.json(results) +} +``` + +You first define a schema with [Zod](https://zod.dev/), a library to define validation schemas. The schema defines the structure of the request body, which in this case is an object with a `query` property of type `string`. Later, you'll use the schema to enforce request body validation. + +Then, you expose a `POST` API Route at `/store/search` that searches Algolia using the `search` method you implemented in the Algolia Module's service. You pass to it the query string from the request body. + +Finally, you return the search results as it is in the response. + +### Add Validation Middleware + +To ensure that requests sent to the API route have the required request body parameters, you can use a [middleware](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/middlewares/index.html.md). A middleware is a function executed when a request is sent to an API Route. It's executed before the route handler. + +Learn more about middleware in the [Middlewares documentation](https://docs.medusajs.com/docs/learn/fundamentals/api-routes/middlewares/index.html.md). + +Middlewares are created in the `src/api/middlewares.ts` file. So create the file `src/api/middlewares.ts` with the following content: + +```ts title="src/api/middlewares.ts" +import { + defineMiddlewares, + validateAndTransformBody, +} from "@medusajs/framework/http" +import { SearchSchema } from "./store/products/search/route" + +export default defineMiddlewares({ + routes: [ + { + matcher: "/store/products/search", + method: ["POST"], + middlewares: [ + validateAndTransformBody(SearchSchema), + ], + }, + ], +}) +``` + +To export the middlewares, you use the `defineMiddlewares` function. It accepts an object having a `routes` property, whose value is an array of middleware route objects. Each middleware route object has the following properties: + +- `matcher`: The path of the route the middleware applies to. +- `method`: The HTTP methods the middleware applies to, which is in this case `POST`. +- `middlewares`: An array of middleware functions to apply to the route. You apply the `validateAndTransformBody` middleware which ensures that a request's body has the required parameters. You pass it the schema you defined earlier in the API route's file. + +You can use the search API route now. You'll see it in action as you customize the storefront in the next step. + +*** + +## Step 7: Search Products in Next.js Storefront + +The last step is to provide the search functionalities to customers on your storefront. In the first step, you installed the [Next.js Starter Storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md) along with the Medusa application. + +In this step, you'll customize the Next.js Starter Storefront to add the search functionality. + +The Next.js Starter Storefront was installed in a separate directory from Medusa. The directory's name is `{your-project}-storefront`. + +So, if your Medusa application's directory is `medusa-search`, you can find the storefront by going back to the parent directory and changing to the `medusa-search-storefront` directory: + +```bash +cd ../medusa-search-storefront # change based on your project name +``` + +### Install Algolia Packages + +Before adding the implementation of the search functionality, you need to install the Algolia packages necessary to add the search functionality in your storefront. + +Run the following command in the directory of your Next.js Starter Storefront: + +```bash npm2yarn +npm install algoliasearch react-instantsearch +``` + +This installs the Algolia Search JavaScript client and the React InstantSearch library, which you'll use to build the search functionality. + +### Add Search Client Configuration + +Next, you need to configure the search client. Not only do you need to initialize Algolia, but you also need to change the searching mechanism to use your custom API route in the Medusa application instead of Algolia's API directly. + +In `src/lib/config.ts`, add the following imports at the top of the file: + +```ts title="src/lib/config.ts" badgeLabel="Storefront" badgeColor="blue" +import { + liteClient as algoliasearch, + LiteClient as SearchClient, +} from "algoliasearch/lite" +``` + +Then, add the following at the end of the file: + +```ts title="src/lib/config.ts" badgeLabel="Storefront" badgeColor="blue" +export const searchClient: SearchClient = { + ...(algoliasearch( + process.env.NEXT_PUBLIC_ALGOLIA_APP_ID || "", + process.env.NEXT_PUBLIC_ALGOLIA_API_KEY || "" + )), + search: async (params) => { + const request = Array.isArray(params) ? params[0] : params + const query = "params" in request ? request.params?.query : + "query" in request ? request.query : "" + + if (!query) { + return { + results: [ + { + hits: [], + nbHits: 0, + nbPages: 0, + page: 0, + hitsPerPage: 0, + processingTimeMS: 0, + query: "", + params: "", + }, + ], + } + } + + return await sdk.client.fetch(`/store/products/search`, { + method: "POST", + body: { + query, + }, + }) + }, +} +``` + +In the code above, you create a `searchClient` object that initializes the Algolia client with your Algolia App ID and API Key. + +You also define a `search` method that sends a `POST` request to the search API route you created in the Medusa application. You use the JS SDK (which is initialized in this same file) to send the request. + +### Set Environment Variables + +In the storefront's `.env.local` file, add the following Algolia-related environment variables: + +```plain badgeLabel="Storefront" badgeColor="blue" +NEXT_PUBLIC_ALGOLIA_APP_ID=your_algolia_app_id +NEXT_PUBLIC_ALGOLIA_API_KEY=your_algolia_api_key +NEXT_PUBLIC_ALGOLIA_PRODUCT_INDEX_NAME=your-products-index-name +``` + +Where: + +- `your_algolia_app_id` is your Algolia App ID, as explained in the [Add Environment Variables section](#add-environment-variables) earlier. +- `your_algolia_api_key` is your Algolia Search API key. You can retrieve it from the [same API keys page on the Algolia dashboard](#add-environment-variables) that you retrieved the Admin API key from. +- `your-products-index-name` is the name of the index you created in Algolia to store the products, which you can retrieve as explained in the [Add Environment Variables section](#add-environment-variables) earlier. You'll use this variable later. + +Do not expose your Admin API key in the storefront. The Admin API key should only be used in the Medusa application to interact with Algolia, as it has full access to your Algolia account. + +### Add Search Modal Component + +You'll now add a search modal component that customers can use to search for products. The search modal will display the search results in real-time as the customer types in the search query. + +Later, you'll add the search modal to the navigation bar, allowing customers to open the search modal from any page. + +Create the file `src/modules/search/components/modal/index.tsx` with the following content: + +```tsx title="src/modules/search/components/modal/index.tsx" badgeLabel="Storefront" badgeColor="blue" +"use client" + +import React, { useEffect, useState } from "react" +import { Hits, InstantSearch, SearchBox } from "react-instantsearch" +import { searchClient } from "../../../../lib/config" +import Modal from "../../../common/components/modal" +import { Button } from "@medusajs/ui" +import Image from "next/image" +import Link from "next/link" +import { usePathname } from "next/navigation" + +type Hit = { + objectID: string; + id: string; + title: string; + description: string; + handle: string; + thumbnail: string; +} + +export default function SearchModal() { + const [isOpen, setIsOpen] = useState(false) + const pathname = usePathname() + + useEffect(() => { + setIsOpen(false) + }, [pathname]) + + return ( + <> +
+ +
+ setIsOpen(false)}> + + + + + + + ) +} + +const Hit = ({ hit }: { hit: Hit }) => { + return ( +
+ {hit.title} +
+

{hit.title}

+

{hit.description}

+
+ +
+ ) +} +``` + +You create a `SearchModal` component that displays a search box and the search results using widgets from Algolia's `react-instantsearch` library. + +To display each result item (or hit), you create a `Hit` component that displays the product's title, description, and thumbnail. You also add a link to the product's page. + +Finally, you show the search modal when the customer clicks a "Search" button, which you'll add to the navigation bar next. + +### Add Search Button to Navigation Bar + +The last step is to show the search button in the navigation bar. + +In `src/modules/layout/templates/nav/index.tsx`, add the following imports at the top of the file: + +```tsx title="src/modules/layout/templates/nav/index.tsx" badgeLabel="Storefront" badgeColor="blue" +import SearchModal from "@modules/search/components/modal" +``` + +Then, in the return statement of the `Nav` component, add the `SearchModal` component before the `div` surrounding the "Account" link: + +```tsx title="src/modules/layout/templates/nav/index.tsx" badgeLabel="Storefront" badgeColor="blue" + +``` + +The search button will now appear in the navigation bar before the Account link. + +### Test it Out + +To test out the storefront changes and the search API route, start the Medusa application: + +```bash npm2yarn +npm run dev +``` + +Then, start the Next.js Starter Storefront from its directory: + +```bash npm2yarn +npm run dev +``` + +Next, go to `localhost:8000`. You'll find a Search button at the top right of the navigation bar. If you click on it, you can search through your products. You can also click on a product to view its page. + +![The Next.js Starter Storefront showing the search modal with search results](https://res.cloudinary.com/dza7lstvk/image/upload/v1742827777/Medusa%20Resources/Screenshot_2025-03-24_at_4.49.23_PM_kzhldx.png) + +*** + +## Next Steps + +You've now integrated Algolia with Medusa and added search functionality to your storefront. You can expand on these features to: + +- Add filters to the search results. You can do that using Algolia's [widgets](https://www.algolia.com/doc/guides/building-search-ui/widgets/showcase/react/) and customizing the search API route in Medusa to accept filter parameters. +- Support indexing other data types, such as product categories. You can create the subscribers and workflows for categories similar to products. + +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 Build Magento Data Migration Plugin In this tutorial, you'll learn how to build a [plugin](https://docs.medusajs.com/docs/learn/fundamentals/plugins/index.html.md) that migrates data, such as products, from Magento to Medusa. @@ -50253,29 +51616,25 @@ If you're new to Medusa, check out the [main documentation](https://docs.medusaj To learn more about the commerce features that Medusa provides, check out Medusa's [Commerce Modules](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/commerce-modules/index.html.md). -# Integrate Algolia (Search) with Medusa +# Integrate Medusa with ShipStation (Fulfillment) -In this tutorial, you'll learn how to integrate Medusa with Algolia. +In this guide, you'll learn how to integrate Medusa with ShipStation. -When you install a Medusa application, you get a fully-fledged commerce platform with a Framework for customization. Medusa's architecture supports integrating third-party services, such as a search engine, allowing you to build your unique requirements around core commerce flows. +Refer your technical team to this guide to integrate ShipStation with your Medusa application. You can then enable it using the Medusa Admin as explained in [this user guide](https://docs.medusajs.com/user-guide/settings/locations-and-shipping/locations#manage-fulfillment-providers/index.html.md). -[Algolia](https://www.algolia.com/doc/) is a search engine that enables you to build and manage an intuitive search experience for your customers. By integrating Algolia with Medusa, you can index e-commerce data, such as products, and allow clients to search through them. +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. -## Summary - -By following this tutorial, you'll learn how to: - -- Install and set up Medusa. -- Integrate Algolia into Medusa. -- Trigger Algolia reindexing when a product is created, updated, deleted, or when the admin manually triggers a reindex. -- Customize the Next.js Starter Storefront to allow searching for products through Algolia. - -![Diagram illustrating the integration of Algolia with Medusa](https://res.cloudinary.com/dza7lstvk/image/upload/v1742889842/Medusa%20Resources/algolia-summary_lhegrr.jpg) - -- [Algolia Integration Repository](https://github.com/medusajs/examples/tree/main/algolia-integration): Find the full code for this guide in this repository. -- [OpenApi Specs for Postman](https://res.cloudinary.com/dza7lstvk/raw/upload/v1742829748/OpenApi/Algolia-Search_t1zlkd.yaml): Import this OpenApi Specs file into tools like Postman. +[Example Repository](https://github.com/medusajs/examples/tree/main/shipstation-integration): Find the full code of the guide in this repository. *** @@ -50293,1176 +51652,1203 @@ Start by installing the Medusa application on your machine with the following co npx create-medusa-app@latest ``` -You'll first be asked for the project's name. Then, when asked whether you want to install the [Next.js starter storefront](https://docs.medusajs.com/Users/shahednasser/medusa/www/apps/resources/app/nextjs-starter/index.html.md), choose "Yes." +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 Starter Storefront in a separate directory named `{project-name}-storefront`. +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 in [Medusa's Architecture documentation](https://docs.medusajs.com/docs/learn/introduction/architecture/index.html.md). +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. +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: Create Algolia Module +## Step 2: Prepare ShipStation Account -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 prepare your ShipStation account before integrating it into Medusa. If you don't have an account, create one [here](https://www.shipstation.com/start-a-free-trial). -In this step, you'll create a custom module that provides the necessary functionalities to integrate Algolia with Medusa. +### Enable Carriers -Refer to the [Modules documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/index.html.md) to learn more. +To create labels for your shipments, you need to enable carriers. This requires you to enter payment and address details. -Before building the module, you need to install Algolia's JavaScript client. Run the following command in your Medusa application's root directory: +To enable carriers: -```bash npm2yarn -npm install algoliasearch -``` +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/algolia`. +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 Algolia Module's service and the methods necessary to manage indexed products in Algolia and search through them. +In this section, you'll create the ShipStation Module Provider's service and the methods necessary to handle fulfillment. -To create the Algolia Module's service, create the file `src/modules/algolia/service.ts` with the following content: +Start by creating the file `src/modules/shipstation/service.ts` with the following content: -```ts title="src/modules/algolia/service.ts" -import { algoliasearch, SearchClient } from "algoliasearch" +![The directory structure of the Medusa application after adding the service](https://res.cloudinary.com/dza7lstvk/image/upload/v1734339042/Medusa%20Resources/shipstation-dir-overview-2_cmgvcj.jpg) -type AlgoliaOptions = { - apiKey: string; - appId: string; - productIndexName: string; +```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights1} +import { AbstractFulfillmentProviderService } from "@medusajs/framework/utils" + +export type ShipStationOptions = { + api_key: string } -export type AlgoliaIndexType = "product" +class ShipStationProviderService extends AbstractFulfillmentProviderService { + static identifier = "shipstation" + protected options_: ShipStationOptions -export default class AlgoliaModuleService { - private client: SearchClient - private options: AlgoliaOptions + constructor({}, options: ShipStationOptions) { + super() - constructor({}, options: AlgoliaOptions) { - this.client = algoliasearch(options.appId, options.apiKey) - this.options = options + this.options_ = options } // TODO add methods } + +export default ShipStationProviderService ``` -You export a class that will be the Algolia Module's main service. In the service, you define two properties: +A Fulfillment Module Provider service must extend the `AbstractFulfillmentProviderService` class. You'll implement the abstract methods of this class in the upcoming sections. -- `client`: An instance of the Algolia Search Client, which you'll use to perform actions with Algolia's API. -- `options`: An object of options that the Module receives when it's registered, which you'll learn about later. The options contain: - - `apiKey`: The Algolia API key. - - `appId`: The Algolia App ID. - - `productIndexName`: The name of the index where products are stored. +The service must have an `identifier` static property, which is a unique identifier for the provider. You set the identifier to `shipstation`. -If you want to index other types of data, such as product categories, you can add new properties for their index names in the `AlgoliaOptions` type. +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. -A module's service receives the module's options as a second parameter in its constructor. In the constructor, you initialize the Algolia client using the module's options. +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. -A module has a container that holds all resources registered in that module, and you can access those resources in the first parameter of the constructor. Learn more about it in the [Module Container documentation](https://docs.medusajs.com/docs/learn/fundamentals/modules/container/index.html.md). +### Create Client -#### Index Data Method +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. -The first method you need to add to the servie is a method that receives an array of data to add or update in Algolia's index. +Create the file `src/modules/shipstation/client.ts` with the following content: -Add the following methods to the `AlgoliaModuleService` class: +![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/algolia/service.ts" -export default class AlgoliaModuleService { +```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 getIndexName(type: AlgoliaIndexType) { - switch (type) { - case "product": - return this.options.productIndexName - default: - throw new Error(`Invalid index type: ${type}`) + async getCarriers(): Promise { + return await this.sendRequest("/carriers") + } +} +``` + +You added a new `getCarriers` method that uses the `sendRequest` method to send a request to the [ShipStation's List Carriers endpoint](https://docs.shipstation.com/openapi/carriers/list_carriers). The method returns `CarriersResponse` that you defined earlier. + +Finally, add the `getFulfillmentOptions` method to `ShipStationProviderService`: + +```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights3} +// other imports... +import { + FulfillmentOption, +} from "@medusajs/framework/types" + +class ShipStationProviderService extends AbstractFulfillmentProviderService { + // ... + async getFulfillmentOptions(): Promise { + const { carriers } = await this.client.getCarriers() + const fulfillmentOptions: FulfillmentOption[] = [] + + carriers + .filter((carrier) => !carrier.disabled_by_billing_plan) + .forEach((carrier) => { + carrier.services.forEach((service) => { + fulfillmentOptions.push({ + id: `${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 } - } - - async indexData(data: Record[], type: AlgoliaIndexType = "product") { - const indexName = await this.getIndexName(type) - this.client.saveObjects({ - indexName, - objects: data.map((item) => ({ - ...item, - // set the object ID to allow updating later - objectID: item.id, - })), - }) - } + ] + warehouse_id?: string + shipment_status: "pending" | "processing" | "label_purchased" | "cancelled" + [k: string]: unknown } + ``` -You define two methods: +You add the following types: -1. `getIndexName`: A method that receives an `AlgoliaIndexType` (defined in the previous snippt) and returns the index name for that type. In this case, you only have one type, `product`, so you return the product index name. - - If you want to index other types of data, you can add more cases to the switch statement. -2. `indexData`: A method that receives an array of data and an `AlgoliaIndexType`. The method indexes the data in the Algolia index for the given type. - - Notice that you set the `objectID` property of each object to the object's `id`. This ensures that you later update the object instead of creating a new one. +- `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. -#### Retrieve and Delete Methods +Then, add the following methods to `ShipStationClient`: -The next methods you'll add to the service are methods to retrieve and delete data from the Algolia index. You'll see their use later as you keep the Algolia index in sync with Medusa. - -Add the following methods to the `AlgoliaModuleService` class: - -```ts title="src/modules/algolia/service.ts" -export default class AlgoliaModuleService { +```ts title="src/modules/shipstation/client.ts" highlights={serviceHighlights7} +// other imports... +import { // ... + GetShippingRatesRequest, + GetShippingRatesResponse, + RateResponse, +} from "./types" - async retrieveFromIndex(objectIDs: string[], type: AlgoliaIndexType = "product") { - const indexName = await this.getIndexName(type) - return await this.client.getObjects>({ - requests: objectIDs.map((objectID) => ({ - indexName, - objectID, - })), - }) - } - - async deleteFromIndex(objectIDs: string[], type: AlgoliaIndexType = "product") { - const indexName = await this.getIndexName(type) - await this.client.deleteObjects({ - indexName, - objectIDs, - }) - } -} -``` - -You define two methods: - -1. `retrieveFromIndex`: A method that receives an array of object IDs and an `AlgoliaIndexType`. The method retrieves the objects with the given IDs from the Algolia index. -2. `deleteFromIndex`: A method that receives an array of object IDs and an `AlgoliaIndexType`. The method deletes the objects with the given IDs from the Algolia index. - -#### Search Method - -The last method you'll implement is a method to search through the Algolia index. You'll later use this method to expose the search functionality to clients, such as the Next.js Storefront. - -Add the following method to the `AlgoliaModuleService` class: - -```ts title="src/modules/algolia/service.ts" -export default class AlgoliaModuleService { +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: ${ + resp.rate_response.errors.map((error) => error.message) + }` + ) + } - async search(query: string, type: AlgoliaIndexType = "product") { - const indexName = await this.getIndexName(type) - return await this.client.search({ - requests: [ - { - indexName, - query, - }, - ], + return resp }) } + + async getShipmentRates(id: string): Promise { + return await this.sendRequest(`/shipments/${id}/rates`) + } } ``` -The `search` method receives a query string and an `AlgoliaIndexType`. The method searches through the Algolia index for the given type, such as products, and returns the results. +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. -### Export Module Definition +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. -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. +Next, add to `ShipStationProviderService` a private method that'll be used to create a shipment in ShipStation and get its rates: -So, create the file `src/modules/algolia/index.ts` with the following content: +```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" -```ts title="src/modules/algolia/index.ts" -import { Module } from "@medusajs/framework/utils" -import AlgoliaModuleService from "./service" +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", + } -export const ALGOLIA_MODULE = "algolia" + // TODO create shipment + } +} +``` -export default Module(ALGOLIA_MODULE, { - service: AlgoliaModuleService, +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 use the `Module` function from the Modules SDK to create the module's definition. It accepts two parameters: +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. -1. The module's name, which is `algolia`. -2. An object with a required property `service` indicating the module's service. +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. -You also export the module's name as `ALGOLIA_MODULE` so you can reference it later. +Finally, add the `calculatePrice` method to `ShipStationProviderService`: -### Add Module to Medusa's Configurations +```ts title="src/modules/shipstation/service.ts" highlights={serviceHighlights5} +// other imports... +import { + // ... + CalculatedShippingOptionPrice, +} from "@medusajs/framework/types" -Once you finish building the module, add it to Medusa's configurations to start using it. +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 -In `medusa-config.ts`, add a `modules` property and pass an array with your custom module: + 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