Customize the Customer Credit Cartridge

Customize the Customer Credit cartridge and its templates and scripts to add the customer credit feature to your integration

This section describes changes you can make to the cartridge to use the customer credit feature. The section also describes changes you may need to make to other templates or scripts to support client-specific use cases and integration choices associated with customer credit.

Customize related templates

This section describes changes that have been made to the Customer Credit cartridge and related templates and scripts to support the feature.

Note: Any line numbers referred to in the following code samples and example screenshots are relative. For the location of the code changes being discussed, refer to the highlighted areas in the screenshots that are isolated with a green or red border around the code.

Customize the Checkout template for use with Customer Credit

Use the Checkout (checkout.isml) template to add the Digital River styles, the Drop-in payments' styles, and the checkbox needed to confirm agreement with the Terms of Sale and the Privacy Policy of Digital River to the Checkout page when the customer is ready to place an order.

The rest of this section presents you with examples that demonstrate how to customize the Checkout template specifically for use with the customer credit feature as implemented in the OOTB cartridge.

Checkout template customization example 1

Follow this example to understand the changes made to the general Checkout template to display customer credit lines in order of Totals, Details, and Summary. Do this by adding the customer credit feature template to the Checkout page. The changes made are the following:

Template: int_digitalriver_customercredit\cartridge\templates\default\checkout\checkout.isml

Added display for an error message.

<p class="error-message-text">
       	   <isif condition="${pdict.errorMessage}">${pdict.errorMessage}</isif>
 </p>

Added the Digital River Customer Credit template Checkout page (see highlighted area).

<isinclude template="digitalriver/credits/customerCreditTotalCheckout" />

Checkout template customization example 2

Follow this example to customize the Checkout template to add the Digital River styles, the Drop-in payments' styles, and the check box to confirm agreement with the Terms of Sale and the Privacy Policy of Digital River to the Checkout page. Make these changes to add important features to your Customer Customer Credit application.

Template:int_digitalriver_customercredit/cartridge/templates/default/checkout/checkout.isml

Added the Digital River Drop-in payments' styles.

<link rel="stylesheet" href="https://js.digitalriverws.com/v1/css/DigitalRiver.css" type="text/css"/>

Included the Digital River styles.

assets.addCss('/css/digitalRiver.css');
assets.addCss('/css/drAccordion.css');

Added the Digital River confirm disclosure checkbox to the checkout page.

<isinclude template="digitalriver/confirmDisclosure" />

Modified the button to submit shipping.

<button class="btn btn-primary btn-block submit-shipping" type="submit" name="submit" value="submit-shipping" <isif condition="${(pdict.order.usingMultiShipping && !pdict.order.shippable) || pdict.drCustomerError}">disabled</isif>>

Added rows (highlighted section) and added a condition that will control the submit payment button display.

<isset name="submitPaymentToggle" value="${pdict.customer.registeredUser && !!pdict.customer.customerPaymentInstruments.length}" scope="page" />
<isset name="submitPaymentShow" value="${!pdict.digitalRiverUseDropInFeature || pdict.order.totals.isZeroTotal || (pdict.customer.registeredUser && pdict.customer.customerPaymentInstruments.length && (pdict.amountRemainingToBeContributed !== 0 || pdict.primarySource))  ? '' : 'digitalriver-hide'}" scope="page" />
<button class="btn btn-primary btn-block submit-payment ${submitPaymentShow}" type="submit" name="submit" value="submit-payment" data-toggle="${submitPaymentToggle}" data-saved-payments="${pdict.customer.registeredUser && pdict.customer.customerPaymentInstruments.length}">

Added the drPlaceOrder template to the checkout template.

<isinclude template="digitalriver/checkout/placeOrder/drPlaceOrder " />

Added the Digital River compliance section to the checkout page.

<div class="row">
    <div class="col-12 next-step-button">
        <div class="mb-sm-3" id="ch">
            <isinclude url="${URLUtils.url('DigitalRiver-DisplayCompliance', 'complianceId', 'checkoutCompliance')}" />
        </div>
    </div>
</div>

Added the following code:

<isif condition="${pdict.drCustomerError}">
    <div class="alert alert-danger dr-customer-error" role="alert">
        <p class="error-message-text">${pdict.drCustomerError}</p>
    </div>
</isif>

Customize the paymentOptionsSummary template

Use the following changes to add the Customer Credits section to the payment info section of the Order Review page in the paymentOptionsSummary template.

Template: int_digitalriver_customercredit/templates/default/checkout/billing/paymentOptions/paymentOptionsSummary.isml

Added additional rows (line 2).

<div class="row leading-lines">
    <isset name="index" value="1" scope="page" />
    <isloop items="${pdict.order.billing.payment.selectedPaymentInstruments}" var="payment">
        <!-- @IG: Modify the following condition depending on your implementation of secondary payment -->
        <isif condition="${payment.paymentMethod === 'GIFT_CERTIFICATE'}" />
            <div class="col-6 start-lines">
                <span class="order-receipt-label">${Resource.msg('label.order.sales.customerCredit','digitalriver', null) + ' ' + index++}</span>
            </div>
            <div class="col-6 end-lines">
                <div class="text-right"><span>${payment.formattedAmount}</span></div>
            </div>
        </isif>
    </isloop>
</div>

Customize customer credit and related scripts

Read this section to understand changes made to the CustomerCredit cartridge and its script code to support the feature. Use these changes to create a successful integration based on your Customer Credit method choice.

Note: Do not forget to compile client-side scripts after making your changes in the source code.

Customize the Checkout script

You can customize the cartridge Checkout script (int_digitalriver_customercredit/cartridge/client/default/js/checkout/checkout.js) to update the customer credit amount in the payment section. Refer to the Checkout script section of Extend the Salesforce B2C LINK Cartridge for an example.

Customize the Billing Script

This customization example outlines changes you can make to the cartridge Billing script (int_digitalriver_customercredit/cartridge/client/default/js/checkout/billing.js). Use these changes to update the customer credit amount in the payment section. These changes are the following:

Change the updatePaymentInformation function so that it updates the customer credit information in the payment section on the Checkout page.

output.methods.updatePaymentInformation = function (order) {
    // update payment details
    var $paymentSummary = $('.payment-details');
    var htmlToAppend = '';
    var htmlGiftToAppend = '';

    if (order.billing.payment && order.billing.payment.selectedPaymentInstruments
        && order.billing.payment.selectedPaymentInstruments.length > 0) {
        var paymentInstruments = order.billing.payment.selectedPaymentInstruments;
        var index = 1;
        /*
            @IG:
            Modify labelCustomerCredit value with the value you want to be displayed on the UI
        */
        var labelCustomerCredit = $('#dr-list-of-applied-customercredits').data('payment-info-text');
        for (var i = 0; i < paymentInstruments.length; i++) {
            /*
                @IG:
                Modify the following condition depending on your implementation of secondary payment
            */
            if (paymentInstruments[i].paymentMethod === 'GIFT_CERTIFICATE' && paymentInstruments[i].giftCertificateCode === 'customer_credit_code') {
                htmlGiftToAppend += '<div class="col-6 start-lines">'
                    + '<span class="order-receipt-label">' + labelCustomerCredit + ' ' + index + '</span>'
                    + '</div><div class="col-6 end-lines">'
                    + '<div class="text-right">'
                    + '<span>' + paymentInstruments[i].formattedAmount + '</span></div></div>';
                index++;
            } else if (paymentInstruments[i].paymentType === 'creditCard') {
                htmlToAppend += '<div class="row leading-lines">'
                    + '<div class="col-6 start-lines">'
                    + '<span>' + order.resources.cardType + ' ' + paymentInstruments[i].type + '</span></div>'
                    + '<div class="col-6 end-lines"><div class="text-right">'
                    + '<span>' + paymentInstruments[i].formattedAmount + '</span></div></div></div>'
                    + '<div>' + paymentInstruments[i].maskedCreditCardNumber + '</div>'
                    + '<div><span>'
                    + order.resources.cardEnding + ' '
                    + paymentInstruments[i].expirationMonth
                    + '/' + paymentInstruments[i].expirationYear
                    + '</span></div>';
            } else if (order.billing.payment.selectedPaymentInstruments[0].paymentMethod !== 'DIGITAL_RIVER_ZERO_PAYMENT') {
                htmlToAppend += '<div class="row leading-lines">'
                + '<div class="col-6 start-lines">'
                + '<span>' + paymentInstruments[i].paymentType + '</span></div>'
                + '<div class="col-6 end-lines"><div class="text-right">'
                + '<span>' + paymentInstruments[i].formattedAmount + '</span></div></div></div>';
            }
        }
        if (htmlGiftToAppend) {
            htmlGiftToAppend = '<div class="row leading-lines">' + htmlGiftToAppend + '</div>';
        }
    }

    $paymentSummary.empty().append(htmlGiftToAppend + htmlToAppend);

Modify the labelCustomerCredit value to align with the value you want to be displayed in the user interface.

var labelCustomerCredit = $('#dr-list-of-applied-customercredits').data('payment-info-text');

Modify the code as follows depending on the payment method being used for Customer Credit.

if (paymentInstruments[i].paymentMethod === 'GIFT_CERTIFICATE' && paymentInstruments[i].giftCertificateCode === 'customer_credit_code') {

Customize the Summary script

In this example, you make changes to the Summary script (int_digitalriver_customercredit/cartridge/client/default/js/checkout/summary.js ). Use these changes to update the customer credit lines in order of Totals, Details, and Summary. The changes are the following:

Add a row and change the updateTotals function so that it updates the customer credit lines in order of Totals, Details, and Summary.

var drHelper = require('./drHelper.js');

Add a totals row to the end of the function updateTotals.

drHelper.updateCustomerCreditTotal(totals.adjustedGrandTotal);

Customize server scripts

This section describes changes you can make to customize server script code to work well with your integration. You can customize things such as payment method, multiple payment instruments, payment processors, etc. These changes are the following.

Payment server script

Change the Payment server script (cartridge/models/payment.js) to implement the customer credit feature. Modify the code at line 23 depending on the payment method, used for Customer Credit.

} else if (paymentInstrument.paymentMethod === 'GIFT_CERTIFICATE' && paymentInstrument.giftCertificateCode === 'customer_credit_code') {

CheckoutHelper server script

You can also make changes to the checkoutHelper server script (cartridge/scripts/checkout/checkoutHelpers.js) to implement the customer credit feature. Modify the calculatePaymentTransaction function at line 13 depending on your method of supporting multiple payment instruments.

Basic_customer_credit script

This script was added for testing purposes only and SHOULD NOT be used as is. Either delete it or modify it based on the payment method used for Customer Credit.

drTaxHelper script

Make changes to the drTaxHelper server script (cartridge/scripts/digitalRiver/drTaxHelper.js) when implementing the customer credit feature.

Modify the getNonGiftCertificatePriceTotalfunction based on the payment method used for Customer Credit.

var paymentInstruments = basket.getGiftCertificatePaymentInstruments();

return (paymentInstrument.giftCertificateCode === 'customer_credit_code')

Modify the resetBasketCheckoutData function depending on the payment method used for Customer Credit.

var paymentInstruments = basket.getGiftCertificatePaymentInstruments();

if (paymentInstrument.giftCertificateCode === 'customer_credit_code') {