Download the PHP package thelia/credit-note-module without Composer

Credit Note

Author: Gilles Bourgeat [email protected]

• Allows granting credit notes to customers

Compatibility

Thelia >= 2.3

Installation

Manually

• Copy the module into directory and be sure that the name of the module is .
• Activate it in your thelia administration panel

Composer

Add it in your main thelia composer.json file

For Thelia < 2.5

For Thelia >= 2.5

Customer account

A signed-in customer sees their credit notes in their account, through two theme hook points of the Flexy theme (theme_hook()), without any change to the theme:

• account.bottom, at the bottom of the account page: every accepted credit note of the customer, with its reference, its date, the order it refunds, the amount it was issued for and what is left of it (the total with tax minus what the orders it was used on consumed, read from order_credit_note), whether it can be used in several purchases, and a download button;
• account-order.bottom, at the bottom of an order page: the credit notes attached to that order.

A proposed or refused credit note is a draft of the merchant and is not shown. Nothing is rendered for a visitor, for a customer without credit note, or for an order that does not belong to the signed-in customer.

The document is printed in the language the customer prefers when it is French or English, otherwise in the default language of the shop, and in English when the shop has none (CreditNoteDocumentLocale); the back-office route prints the same document. The PDF theme receives that language as document_locale, with the title of the credit note type in it.

The document is served by GET /account/credit-note/{id}/pdf: the customer must be signed in (a visitor is sent to the login page), own the credit note, and the credit note must be accepted, otherwise the route answers 404 whatever the reason.

The fragment is templates/frontOffice/default/CreditNote/account-credit-notes.html.twig; a theme overrides it at templates/frontOffice/<theme>/modules/CreditNote/account-credit-notes.html.twig (variables: hook, credit_notes, texts). Its labels live in the creditnote.fo.default domain (I18n/frontOffice/default/).

Guarantees

• Ceiling of an order. The credit notes of an order never refund more than the order was worth: when a credit note is written (whatever writes it: back-office, API, a command), the total with tax of the other non-refused credit notes of the order plus its own must stay within the total of the order, postage and discount included (CreditNoteOrderCeiling, enforced by the numbering listener before any number is drawn). The back-office shows the refusal as an error message on the order page. The ceiling is a setting of the module (order_ceiling, on by default, a checkbox on the configuration screen): a shop that grants commercial gestures or refunds the return postage beyond the order turns it off, and credit notes are then written whatever the order was worth.
• Unique numbering. The reference and the accounting number come from counters that only move forward and are never reused, even after a deletion; the database refuses a duplicate of either (ref_UNIQUE, invoice_ref_UNIQUE). A shop that numbers its credit notes like its invoices (invoice_ref_with_thelia_order) draws the number from the series of InvoiceRef 3.1 or later (InvoiceRefSequence::next()), under the same lock as the orders: an invoice and a credit note accepted at the same time never share a counter value, and a number an order already carries is skipped.
• Atomic use. CreditNoteConsumption::consume() writes the use of a credit note on an order inside a transaction that locks the credit note row (SELECT … FOR UPDATE) and reads the balance again under the lock: two orders paid at the same time with the same credit note consume its balance once, the second one waits and is refused when nothing is left. It also refuses a credit note that is not accepted, already used, owned by another customer, already used on that order, a partial use of a credit note that forbids it, and marks the credit note used when its balance reaches zero. The checkout does not call it yet: it is the primitive the cart integration will build on.
• Ownership of the document. The document of a credit note is served to its customer only (see Customer account), and to administrators from the back-office.

Tests

Two PHPUnit suites, configured by phpunit.xml.dist.

The unit suite needs no shop: the search expression builder, the wiring of the numbering listener on the Propel events, the translation catalogs (every label the Twig back-office and the PHP code translate exists in English and French, in its domain), and the descriptors (module.xml, the loops of config.xml, the foreign keys and tables of schema.xml against thelia.sql).

The integration suite runs through the Thelia kernel of a shop where the module is active, inside a transaction rolled back after each test: activation and deactivation with the seeded statuses, types and counters; the numbering of a credit note (reference on insert, accounting number on acceptance, counters that never step back, even after a deletion) and the status flow; the credit-note, credit-note-detail and credit-note-address loops; the rows of the order and customer tabs; the balance of a credit note; the account hook and the account PDF route (owner served, other customer, draft, guest and visitor refused); the ceiling of an order; the use of a credit note, including a second connection that waits on the row lock; the unique references; the PDF route of the back-office (document served to an administrator as HTML and PDF, refused for a credit note not accepted yet and for a visitor). The PDF route test is skipped when the active PDF theme has no credit-note.html.twig (thelia/pdf-default-template 1.2 or later).

From a shop the module is installed in:

auto_prepend_file loads the shop bootstrap.php before the PHPUnit entry script: the Composer autoloader pulls in the core bootstrap, which otherwise derives the Thelia root from its own location under vendor/. On PHP 8.5, add -d display_errors=stderr: the deprecations some dependencies raise while the autoloader loads are otherwise written to the output, which marks the headers as sent and keeps the native PHP session the web tests clean up from starting.