How to Test: Order Cancel & Refund Reversal

This guide is for QA, support, and demo presenters who need to verify that order cancellation and refund reversal works end-to-end.

What this tests

The storefront automatically reverses coupon, gift-card, and loyalty redemptions when an order is cancelled or fully returned. It does this by creating a Credit Note and a reverse Payment Entry rather than ever cancelling the original documents, so the audit trail stays intact. For the full behavioural reference, see Order Cancel & Return Reversal.

Before you start

IMPORTANT: The Cancel / Return controls render only for the storefront customer who owns the order — not for Administrator. Always test as a storefront customer. Use Desk (as Administrator) only to verify the side-effects, never to trigger the cancel/return itself.

Test site: http://ivend.localhost:8014

Path A — storefront end-to-end

1. Log in on the storefront as a customer (not Administrator) at /en/login.
2. Add product(s) to the cart, then apply a serial coupon (for example WELCOME10, serial WELCOME-0001).
3. Proceed to checkout and place the order.
4. Go to My Account → Orders (/en/account/orders), open the order, and either Cancel it or request a full return. Partial returns intentionally do not refund.
5. Verify the side-effects in Desk (log in as Administrator / Frappe@123):
   • Sales Order status = Cancelled and Ecommerce Status = Cancelled.
   • A Credit Note exists — a Sales Invoice with Is Return ticked and Return Against pointing at the original invoice (SINV).
   • A reverse Payment Entry (type Pay) exists only if the order used a gateway payment. COD orders have no reverse Payment Entry.
   • The coupon is freed — its Coupon Ledger redemption transaction is cleared, so the coupon is reusable again.

Path B — verify the logic via the test suite

The fastest proof is the integration test suite, which runs against a real, rolled-back database:

bench --site ivend.localhost run-tests --app ivendnext_ecommerce --module ivendnext_ecommerce.tests.test_order_cancel_reversal

Desk verification checklist

Sales Order with status Cancelled, Order Type Shopping Cart, and Ecommerce Status Cancelled.

Credit Note — a Sales Invoice with Is Return ticked and Return Against set to the original invoice.

Serial coupon redemption transaction in the Coupon Ledger — cleared on reversal so the coupon is reusable.

The storefront My Account → Orders page where the customer cancels or returns an order.

Known issues to watch

• Serial coupon reversal is solid — safe to demo.
• Non-serial coupons are intentionally unhandled — do not expect them to reverse.
• Loyalty double-clawback bug: points were being reversed twice. This is being fixed to reverse exactly once. When testing, verify the customer's loyalty balance nets back to its pre-redemption value.
• Gift card over-credit: gift card restore can over-credit when the redeem amount was floored, so the balance can exceed the face value. Known, under review.
• Full-return only: partial returns get no refund by design.