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import {
businessOwner,
businessProfile,
getMerchantInfoOptions,
ofacInfo,
primaryAccountHolder,
riskMonitor,
salesInfo,
} from "@shared/GiveExportModal/const";
import {
MerchantColumnsIncluded,
MerchantReportColumns,
} from "@shared/GiveExportModal/giveExportTypes";
import { subMonths } from "date-fns";
import { format } from "date-fns-tz";
/**
* Merchant-table "Data Selection" options.
*
* This mirrors the legacy ExportView "columnsIncluded" select:
* - Some presets are only relevant for specific tabs/contexts (e.g. sponsor flow, pending tab).
* - The selected value drives side effects (selected columns, fileName prefix, date range).
*/
export function getMerchantColumnsIncludedOptions({
tab,
isPendingTab,
isExportAllowed,
isAcquirerPortal,
}: {
tab?: string;
isPendingTab: boolean;
isExportAllowed: boolean;
isAcquirerPortal: boolean;
}) {
const isSponsorTab = tab === "sponsor";
return [
{
label: "All columns",
value: "all",
description: "Entire columns including the hidden ones will be exported",
},
{
label: "Columns in the view only",
value: "visible",
description: "Visible columns within the table will be exported",
},
...(isSponsorTab
? [
{
label: "New Merchant Approval Report",
value: "new_merchant_approval",
description: "Exports the preset New Merchant Approval report",
},
]
: []),
...(!isSponsorTab && isExportAllowed
? [
{
label: "Processing Monthly Report",
value: "processing_monthly",
},
{
label: "Reserve Monthly Report",
value: "reserve_monthly",
},
...(isAcquirerPortal
? [
{
label: "Merchant Reconciliation Report",
value: "reconciliation_monthly",
},
{
label: "Bank Reconciliation Report",
value: "bank_reconciliation_monthly",
},
]
: []),
]
: []),
...(!isSponsorTab && !isPendingTab && isExportAllowed
? [
{
label: "OFAC Business Profile Report",
value: "ofac_business",
},
{
label: "OFAC Persons Report",
value: "ofac_persons",
},
]
: []),
{
label: "Custom",
value: "custom",
description: "Selection of specific columns to be exported",
},
];
}
function formatShortRangeLastMonth() {
const today = new Date();
const lastMonth = subMonths(today, 1);
const start = new Date(lastMonth.getFullYear(), lastMonth.getMonth(), 1);
const end = new Date(lastMonth.getFullYear(), lastMonth.getMonth() + 1, 0);
return `${format(start, "d")}–${format(end, "d MMMM")}`;
}
export const merchantDateRangeOptions = [
{ value: "current_month", label: "Current Month" },
{
value: "month",
label: "Last Month",
description: formatShortRangeLastMonth(),
},
{
value: "custom",
label: "Custom",
},
];
/**
* In the legacy panel, date range is only shown for report-like exports.
* For plain exports (visible/all/custom), a date filter is not required.
*/
export function shouldHideMerchantTableDateRange(columnsIncluded?: string) {
return ["visible", "all", "custom"].includes(String(columnsIncluded));
}
/**
* Reports that use the async GET reconciliation pipeline: All Time by default,
* an optional date range, and no column selection. Both the Merchant
* Reconciliation Report and the Bank Reconciliation Report must share identical
* date-range / allTime handling, so gate that behavior on this predicate rather
* than on a single hardcoded value (prevents the two from drifting apart).
*/
export function isReconciliationLikeReport(columnsIncluded?: string): boolean {
return (
columnsIncluded === "reconciliation_monthly" ||
columnsIncluded === "bank_reconciliation_monthly"
);
}
/**
* Pull Merchant export column presets from the shared ExportView implementation.
* This ensures the rebranded panel stays consistent with the canonical column groups.
*/
export function getMerchantTableColumnsContext({
tab,
isEnterprisePortal,
isPendingTab,
isMerchantProcessorEnabled,
}: {
tab?: string;
isEnterprisePortal: boolean;
isPendingTab: boolean;
isMerchantProcessorEnabled: boolean;
}): { visibleColumns: string[]; reportColumns: MerchantReportColumns } {
const merchantColumns = getMerchantExportColumns(
isEnterprisePortal,
isPendingTab,
isMerchantProcessorEnabled,
) as any;
const normalizeStringArray = (value: unknown): string[] =>
Array.isArray(value)
? value.filter((v): v is string => typeof v === "string")
: [];
const visible = merchantColumns?.visible;
const usedTab = tab || "default";
const rawVisible = Array.isArray(visible)
? visible
: visible?.[usedTab] || visible?.default || [];
const visibleColumns = normalizeStringArray(rawVisible);
const reportColumns: MerchantReportColumns = {
monthly: normalizeStringArray(merchantColumns?.monthly),
reserveMonthly: normalizeStringArray(merchantColumns?.reserveMonthly),
reconciliationMonthly: normalizeStringArray(
merchantColumns?.reconciliationMonthly,
),
newMerchantApproval: normalizeStringArray(
merchantColumns?.newMerchantApproval,
),
ofacBusiness: normalizeStringArray(merchantColumns?.ofacBusiness),
ofacPersons: normalizeStringArray(merchantColumns?.ofacPersons),
};
return { visibleColumns, reportColumns };
}
/**
* "All columns" for merchant table is the union of all checkbox groups we render
* in Advanced Settings (Merchant Info + Sales + Risk + Owners + Business + OFAC).
*
* NOTE: OFAC columns are excluded when pending tab hides them.
*/
export function getMerchantTableAllColumnValues({
isEnterprisePortal,
isPendingTab,
isMerchantProcessorEnabled,
}: {
isEnterprisePortal: boolean;
isPendingTab: boolean;
isMerchantProcessorEnabled: boolean;
}) {
return [
...getMerchantInfoOptions(
isMerchantProcessorEnabled,
isEnterprisePortal,
).map((o) => o.value),
...salesInfo.map((o) => o.value),
...riskMonitor.map((o) => o.value),
...primaryAccountHolder.map((o) => o.value),
...businessOwner.map((o) => o.value),
...businessProfile.map((o) => o.value),
...(isPendingTab ? [] : ofacInfo.map((o) => o.value)),
];
}
/**
* Given the currently selected checkbox values, detect whether it exactly matches
* one of the known presets. If so, we can keep the "Data Selection" UI in sync.
*/
export function matchMerchantPresetFromColumns({
columns,
visibleColumns,
reportColumns,
allColumns,
}: {
columns: string[];
visibleColumns: string[];
allColumns: string[];
reportColumns: MerchantReportColumns;
}): MerchantColumnsIncluded | null {
const matchesExact = (a: string[], b: string[]) =>
a.length === b.length && a.every((c) => b.includes(c));
if (matchesExact(columns, allColumns)) return "all";
if (matchesExact(columns, visibleColumns)) return "visible";
if (
reportColumns.monthly.length &&
matchesExact(columns, reportColumns.monthly)
)
return "processing_monthly";
if (
reportColumns.reserveMonthly.length &&
matchesExact(columns, reportColumns.reserveMonthly)
)
return "reserve_monthly";
Iif (
reportColumns.newMerchantApproval.length &&
matchesExact(columns, reportColumns.newMerchantApproval)
)
return "new_merchant_approval";
Iif (
reportColumns.ofacBusiness.length &&
matchesExact(columns, reportColumns.ofacBusiness)
)
return "ofac_business";
Iif (
reportColumns.ofacPersons.length &&
matchesExact(columns, reportColumns.ofacPersons)
)
return "ofac_persons";
return null;
}
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