Payment report component

The payment report component displays payins and refunds (collectively, payments). Each payment can be opened to display additional details and actions associated to the payment, such as refunding a payin.

The payment report component can be utilized for a variety of reports based on your use case. The report can be filtered by various fields, such as status, date, payment type, or metadata (i.e. customer name, product ID, sales channel, etc.). Clicking on any payment generates a payment detail view.

How to embed a payment report

Session authentication

Create a session to grant the payment report component permissions to view and action payments. The session should include at least the following permissions to view payments:

curl --location 'https://api.rainforestpay.com/v1/sessions' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{api_key}}' \
--data '{
    "ttl": 86400,
    "statements": [
        {
            "permissions": ["group#payment_report_component"]
        }
    ]
}'

If the user should be able to create refunds, then the session should include at least the following permissions:

curl --location 'https://api.rainforestpay.com/v1/sessions' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {{api_key}}' \
--data '{
    "ttl": 86400,
    "statements": [
        {
            "permissions": [
                "group#payment_report_component",
                "group#payment_report_component.create_refund"
            ]
        }
    ]
}'

JavaScript bundle

Include the merchant JavaScript bundle in your frontend to access the payment report component.

<script type="module" src="https://static.rainforestpay.com/sandbox.merchant.js"></script>

Payment report component

Add the Rainforest payment report component with custom configuration designed in the component studio.

<rainforest-payment-report
    session-key="REPLACE_ME"
></rainforest-payment-report>

Column configuration

The payment report will load with a set of default columns. Simply omit the columns prop to use the following default columns.

[
    {"name":"Date","type":"builtin","value":"date"},
    {"name":"Amount","type":"builtin","value":"amount"},
    {"name":"Status","type":"builtin","value":"state_simple"},
    {"name":"Name","type":"builtin","value":"name"},
    {"name":"Method","type":"builtin","value":"method"},
    {"name":"Type","type":"builtin","value":"method_type"},
    {"name":"Merchant Name","type":"builtin","value":"merchant_name"},
    {"name":"Merchant ID","type":"builtin","value":"merchant_id"}
]

Custom configuration

Columns can be customized to fit the needs of your platform. To override the default columns for the payment report, pass in the column specifications via a JSON payload in the columns prop.

<rainforest-payment-report
    session-key="REPLACE_ME"
    columns='[{"name":"My Custom Column Name","type":"builtin","value":"id"}]'
></rainforest-payment-report>

A column specification needs a name, type, and value.

• name - The display header name for the column.
• type - Set to builtin or metadata
• value - The key corresponding to a value returned from the list payments endpoint.

Valid column values

Metadata column

A column can be configured to display a custom metadata value passed into the config requests for varying payment activities. The value for type metadata should be valid JSONPath to a corresponding metadata key.

For example, a payin created with the following metadata

{
    "account": {
        "id": "123",
        "name": "Jane Doe",
        "email": "[email protected]
    }
}

could have the following column specification to display the metadata account id

{
    "name": "Account ID",
    "type": "metadata",
    "value": "$.account.id"
}

Templating columns

If you need to format the metadata for presentation to your users, you can also specify a template pattern. In order to show the Account ID as above, but formatted as "Account #123". You could specify a template string, and the pattern {{value}} will be replaced with the value of the field:

{
    "name": "Account ID",
    "type": "metadata",
    "value": "$.account.id",
    "template": "Account #{{value}}"
}

Data filters

The payment report can be pre-loaded with a defined set of filters, including sort by and sort order. Data filters are defined by a JSON payload of key-value pairs passed into the data-filters prop.

A valid key includes any of the query params from the list payments endpoint. To pass multiple values for a given key, the value can be defined as an array of values.

{
    "merchant_id": "mid_yourmerchant",
    "status": ["PROCESSING", "FAILED"],
    "sort_by": "created_at",
    "sort_order": "desc"
}

Payment report component studio

Check out the payment report component studio to configure and design your payment report to fit your use case. The custom columns, data filters, and CSS variables are passed to the component through HTML attributes.

Default attributes

Simply omit the props to use the default attributes. Here is a list of the default attributes:

<rainforest-payment-report
    columns='[{"name":"Date","type":"builtin","value":"date"},{"name":"Amount","type":"builtin","value":"amount"},{"name":"Status","type":"builtin","value":"state_simple"},{"name":"Name","type":"builtin","value":"name"},{"name":"Method","type":"builtin","value":"method"},{"name":"Type","type":"builtin","value":"method_type"},{"name":"Merchant Name","type":"builtin","value":"merchant_name"},{"name":"Merchant ID","type":"builtin","value":"merchant_id"}]'
    show-search
    display-records='10'
    display-header='Report'
    style-font-size='1rem'
    style-border-color='#e5e7eb'
    style-border-radius='0.5rem'
    style-button-color='#303030'
    style-button-border-radius='0.5rem'
    style-icon-color='#707070'
    style-table-color='#808080'
    style-table-font-size='0.8rem'
></rainforest-payment-report>