.. _batchoperationsforgates:

Batch Operations for Gates
##################################

.. toctree::
  :maxdepth: 1

.. contents::
  :local:

.. role:: ex

.. role:: code



Overview
^^^^^^^^^^^^^^^^

| Batch Operations feature allows simultaneous management of multiple
  payment gates without the need to edit each gate individually.
| The functionality is designed to simplify administrative tasks related
  to gate configuration, particularly for cases where acquirer limits or
  filters must be updated across many gates at once. This functionality
  is available in the "Gates" section of the user interface. It is
  available for Manager and Superior roles by default, and can be added
  for Employees by request.

Available Actions:

.. list-table::
  :widths: 33, 67
  :header-rows: 1
  :class: longtable table-text-justify table-text-center

  * - Action
    - Description
  * - :code:`Enable/Disable Gates`
    - Turns the selected gates ON or OFF.
  * - :code:`Min/Max Amount`
    - Sets the minimum and maximum transaction amount for selected gates.
  * - :code:`Acquirer Restrictions`
    - Allows enabling and configuring Referral and Velocity filters.

|

Process Batch Operations for Gates in User Interface
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

1. Go to :code:`Settings` -> :code:`Configuration` -> :code:`Gates`.
2. Use **Advanced Search** to filter gates according to specific criteria.
3. Select gates using checkboxes located in the left column of the gate list. Select all gates on the page or all filtered gates (up to 20,000).
4. Once gates are selected, use the :code:`Actions` button in the upper-right corner to open the list of available batch operations.

|

.. image:: ../../../_static/images/batch_operations_for_gates/select_gates.png
  :alt: SelectGates
  :align: center
  :width: 450

|

.. note::
  Only one batch operation can run at a time. Attempts to start a new one will show the relevant warning message.

Enable/Disable Gates
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

This operation changes the activation status of multiple gates simultaneously.

| Steps:
| 1. Select required gates.
| 2. Choose :code:`Actions` -> :code:`Enable/Disable`.
| 3. In the modal window, select the desired action (Enable or Disable).
| 4. Click :code:`Apply`.

|

.. image:: ../../../_static/images/batch_operations_for_gates/en_di_gates.png
  :alt: EnableDisableGates
  :align: center
  :width: 550

Min/Max Transaction Amount
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Used to define minimum and maximum allowed transaction amounts for
selected gates. If the selected gates have different currencies, the
system converts the values automatically based on the current internal
exchange rate.

| Steps:
| 1. Select gates.
| 2. Choose :code:`Actions` -> :code:`Min/Max Amount`.
| 3. In the modal window specify:
|   - :code:`Currency` — selected from the list (only one currency can be applied);
|   - :code:`Min Transaction Amount`;
|   - :code:`Max Transaction Amount`.
| 4. Ensure that the minimum value is not greater than the maximum value.
| 5. Click :code:`Apply`.

|

.. image:: ../../../_static/images/batch_operations_for_gates/min_max_tr.png
  :alt: MinMaxAmountGates
  :align: center
  :width: 550

|

.. Warning:: If the MIN or MAX value is already set at the gate level,
    then when applying the batch, incorrect values (for example, if MIN is greater than MAX)
    may be displayed as successfully applied, but will not actually be written to the gate.
    The display of notifications will be improved in the future.

Acquirer Restrictions
~~~~~~~~~~~~~~~~~~~~~~~~~

This function allows applying **Referral** and **Velocity** filters to a
group of gates, and configuring their specific parameters.

| Steps:
| 1. Select gates.
| 2. Choose :code:`Actions` -> :code:`Acquirer Restrictions`.
| 3. In the modal window, check selected gates and click :code:`Next`.
| 4. At the **Filters** tab, select one or more filters from the available list (Referral and Velocity).
| 5. In the right tab **Configurations**, specify filter settings:
|  -  Enable/Disable switch;
|  -  Choose currency;
|  -  Amount and quantity limits. If the selected gates have different currencies, the system converts the values automatically based on the current internal exchange rate;
|  -  Additional options (for example: *for all gates with the same descriptor*).
| 6. Hover over the :ex:`i` icon near each filter or parameter to view a tooltip description.
| 7. Click :code:`Apply` to execute the operation.

|

.. image:: ../../../_static/images/batch_operations_for_gates/restrictions_1.png
  :alt: restrictions_1
  :align: center
  :width: 550

.. image:: ../../../_static/images/batch_operations_for_gates/restrictions_2.png
  :alt: restrictions_2
  :align: center
  :width: 550
  
.. image:: ../../../_static/images/batch_operations_for_gates/restrictions_3.png
  :alt: restrictions_3
  :align: center
  :width: 550
  
Task Execution and Monitoring
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Each batch operation is added to the execution queue and processed
asynchronously by the backend system.

**User Interface Behavior:**

-  While the batch task is running, an informational panel is displayed
   above the gate list showing:

   -  Total number of gates in process
   -  Current progress (percentage)
   -  Count and percentage of successfully updated gates
   -  Count and percentage of failed updates

-  When the task completes:

   -  A download link for a CSV file with failed gate updates and
      error codes appears.
   -  The temporary CSV file is deleted after it’s downloaded.
   -  The user can close the panel with the :code:`Close (X)` button.
    
.. image:: ../../../_static/images/batch_operations_for_gates/excec_status.png
  :alt: excec_status
  :align: center
  :width: 880

|