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import type {
FormValues,
MerchantColumnsIncluded,
MerchantReportColumns,
} from "@shared/GiveExportModal/giveExportTypes";
import {
fileNamePrefixNewMerchantApprovalReport,
reportTypeMap,
} from "@shared/GiveExportModal/const";
import { PLATFORM_TIMEZONE } from "@utils/timezones";
import { buildReserveMonthlyFileName } from "./merchantTableReserveDate";
type Props = {
columnsIncluded?: MerchantColumnsIncluded | string;
methods: UseFormReturn<FormValues>;
merchantAllColumnValues: string[];
merchantVisibleColumns: string[];
merchantReportColumns: MerchantReportColumns;
timestamp: string;
currentTimezone: string;
setIsOpenAdvancedSettings: (v: boolean) => void;
};
export function applyMerchantColumnsIncludedSelection({
columnsIncluded,
methods,
merchantAllColumnValues,
merchantVisibleColumns,
merchantReportColumns,
timestamp,
currentTimezone,
setIsOpenAdvancedSettings,
}: Props) {
if (!columnsIncluded) return;
/**
* These presets always export "current month".
* We store it in the shared `dateRange` object used by the radio UI + payload builder.
*/
const getCurrentMonthRange = (timeZone: string = currentTimezone) => {
const now = new Date();
const start = new Date(now.getFullYear(), now.getMonth(), 1);
return {
value: "current_month",
label: "Current Month",
startDate: start,
endDate: now,
timeZone,
};
};
const setCurrentMonthRange = (timeZone: string = currentTimezone) => {
const range = getCurrentMonthRange(timeZone);
methods.setValue("dateRange", range);
return range;
};
// Keep `reportType` aligned for payload building and downstream behavior.
methods.setValue(
"reportType",
reportTypeMap[String(columnsIncluded)] || "merchant_report",
);
switch (columnsIncluded) {
case "custom":
// Custom means: user will pick columns manually, so open Advanced Settings.
methods.setValue("fileName", `GIVE_MERCHANTS_${timestamp}`);
setIsOpenAdvancedSettings(true);
return;
case "all":
// Select all available checkbox columns.
methods.setValue("fileName", `GIVE_MERCHANTS_${timestamp}`);
methods.setValue("columns", merchantAllColumnValues);
return;
case "visible":
// Select the "visible columns" preset for the current merchant tab.
methods.setValue("fileName", `GIVE_MERCHANTS_${timestamp}`);
methods.setValue("columns", merchantVisibleColumns);
return;
case "processing_monthly":
// Preset report: forces All Data + current-month range (ET) + monthly columns.
methods.setValue(
"fileName",
`GIVE_MONTHLY_MERCHANT_PROCESSING_${timestamp}`,
);
methods.setValue("type", { value: "all", label: "All Data" });
methods.setValue("columns", merchantReportColumns.monthly);
setCurrentMonthRange(PLATFORM_TIMEZONE);
return;
case "reserve_monthly": {
// Preset report: forces All Data + current-month range (ET) + reserve monthly columns.
const range = getCurrentMonthRange(PLATFORM_TIMEZONE);
methods.setValue("fileName", buildReserveMonthlyFileName(range));
methods.setValue("type", { value: "all", label: "All Data" });
methods.setValue("columns", merchantReportColumns.reserveMonthly);
methods.setValue("dateRange", range);
return;
}
case "reconciliation_monthly":
case "bank_reconciliation_monthly": {
// Preset reports: async GET endpoint, All Time by default, no column preset.
// The two differ only in the file-name scope token.
const reconciliationScope =
columnsIncluded === "bank_reconciliation_monthly" ? "BANK" : "MERCHANT";
methods.setValue(
"fileName",
`GIVE_ALL TIME_${reconciliationScope}_RECONCILIATION_${timestamp}`,
);
methods.setValue("type", { value: "all", label: "All Data" });
methods.setValue("allTime", true);
methods.setValue("columns", []);
methods.setValue("dateRange", { value: "all_time", label: "All Time" });
return;
}
case "new_merchant_approval":
// Preset report: forces All Data + current-month range + approval columns.
methods.setValue(
"fileName",
`${fileNamePrefixNewMerchantApprovalReport}${timestamp}`,
);
methods.setValue("type", { value: "all", label: "All Data" });
methods.setValue("columns", merchantReportColumns.newMerchantApproval);
setCurrentMonthRange();
return;
case "ofac_business":
// Preset report: forces All Data + current-month range + OFAC business columns.
methods.setValue("fileName", `GIVE_OFAC_BUSINESS_${timestamp}`);
methods.setValue("type", { value: "all", label: "All Data" });
methods.setValue("columns", merchantReportColumns.ofacBusiness);
setCurrentMonthRange();
return;
case "ofac_persons":
// Preset report: forces All Data + current-month range + OFAC persons columns.
methods.setValue("fileName", `GIVE_OFAC_PERSONS_${timestamp}`);
methods.setValue("type", { value: "all", label: "All Data" });
methods.setValue("columns", merchantReportColumns.ofacPersons);
setCurrentMonthRange();
return;
default:
return;
}
}
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