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Implement Transaction Summary by Merchant report#567

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StuartFerguson merged 5 commits intomainfrom
copilot/add-transaction-summary-by-merchant
Jan 8, 2026
Merged

Implement Transaction Summary by Merchant report#567
StuartFerguson merged 5 commits intomainfrom
copilot/add-transaction-summary-by-merchant

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Copilot AI commented Jan 8, 2026

Implementation Complete ✅

  • Analyze existing code structure and patterns
  • Create data models for Transaction Summary by Merchant (MerchantTransactionSummaryModel)
  • Add API client methods for fetching merchant transaction summaries
  • Implement MediatR query and request handler
  • Update TransactionSummaryMerchant.razor with full implementation
    • Add filters (Date Range, Merchant, Operator, Product)
    • Display data grid with merchant summary
    • Add drill-down navigation to Transaction Detail
    • Show aggregated metrics (count, value, averages, success/fail)
  • Add test data support in TestDataStore/TestMediatorService
  • Build and test the implementation
  • Run code review and address feedback
  • Security review completed
  • NEW: Updated drill-down to support back navigation to Merchant Summary

Changes Made

✅ Modified TransactionSummaryMerchant.razor to pass returnUrl parameter when drilling down
✅ Updated TransactionDetail.razor to:

  • Parse the returnUrl query parameter
  • Dynamically set back button URL based on where user came from
  • Change button text to "Back to Merchant Summary" when returning to merchant report
  • Default to "Back to Reporting" dashboard for other navigation paths

The back button now correctly navigates users back to the Merchant Summary report when they drill down from it, while maintaining backward compatibility with other navigation flows.

Original prompt

This section details on the original issue you should resolve

<issue_title>Transaction Summary by Merchant</issue_title>
<issue_description>Description: Provide an aggregated view of transaction performance per merchant.
Business Value: Enables merchant performance monitoring and comparison.

Filters

  • Date Range | Merchant | Operator | Product

Data Requirements

  • Merchant Name
  • Total transaction count
  • Total transaction value
  • Average transaction value
  • Successful transaction count
  • Failed transaction count

Output / Visualization

  • Grid/table grouped by merchant.
  • Drill-down functionality to Transaction Detail Report.

Acceptance Criteria

  • Totals reconcile with Transaction Detail Report.
  • Drill-down returns correct merchant transactions for the selected period.</issue_description>

Comments on the Issue (you are @copilot in this section)


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Copilot AI changed the title [WIP] Add transaction summary view by merchant Implement Transaction Summary by Merchant report Jan 8, 2026
Copilot AI requested a review from StuartFerguson January 8, 2026 15:26
@StuartFerguson
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@copilot one tweak can the detail report bo back to the merchant summary rather than the reporrting dashboard?

…hen drilled down from it

Co-authored-by: StuartFerguson <[email protected]>
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Copilot AI commented Jan 8, 2026

@copilot one tweak can the detail report bo back to the merchant summary rather than the reporrting dashboard?

Updated in commit dd850d5. The Transaction Detail report now:

  • Shows "Back to Merchant Summary" button when navigated from the merchant report
  • Returns to the Merchant Summary page instead of the reporting dashboard
  • Maintains backward compatibility - still shows "Back to Reporting" for other navigation paths

The drill-down link now passes a returnUrl parameter, and the detail page dynamically adjusts its back button based on where the user came from.

@StuartFerguson StuartFerguson marked this pull request as ready for review January 8, 2026 15:55
@StuartFerguson StuartFerguson merged commit d902d35 into main Jan 8, 2026
4 of 5 checks passed
@github-actions github-actions Bot deleted the copilot/add-transaction-summary-by-merchant branch March 10, 2026 00:58
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Transaction Summary by Merchant

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