#871 — Merchant Table Improvements

Repo: Twill-AI/twill-ai-ui State: closed | Status: done Assignee: nadddder, raymondehizoba

Created: 2025-12-08 · Updated: 2026-01-19

Description

Revise merchant table columns for both partner and master portals with improved data visualization, add filtering/sorting capabilities for all columns, implement color-coded risk indicators, and enhance last activity tracking.

Partner Portal Columns

  • Business Name - Keep as is
  • Status - Include external status as a column and show both in one
  • Risk - Add color coding
    • After submission: 🟤 High, 🟠 Medium, 🔵 Low , 🔘 Pending
    • Before submission: none
  • Volume - NEW: Show two metrics in one column:
    • Top row: MTD volume with “MTD” label
    • Bottom row: Total volume with “Total” label
    • Use typography hierarchy (larger/bold for MTD, smaller/lighter for Total)
  • Commissions - NEW: Show two metrics in one column:
    • Top row: MTD commission with “MTD” label
    • Bottom row: Total commission with “Total” label
    • Match Volume column styling for consistency
  • MCA - Keep current rendering (no changes)
  • Created - Combine into one column:
    • Created At (date) : This will be the smaller of created_at and started_at
    • Created By (name)
  • Last Batch - Combine into one column:
    • Top row: Volume
    • Bottom row: Date
  • Source - Use as is (Depreciate #855)
  • Assignee - Keep as is
  • Action Required - Keep current red indicator for Twill messages

Master Portal Columns

  • All Partner Portal columns and indicators PLUS:
  • Last Activity - NEW: Show l

Notes

Add implementation notes, blockers, and context here

Add wikilinks to related people, meetings, or other tickets