Operator guideENactionsfinanceform

Merchant Balance / Form

Create-only form for posting a manual debit or credit transaction into the merchant-balance journal.

Reader view

Clean portal guidance

This page keeps the operator explanation, field and action descriptions, and screenshots visible without exposing repo paths, raw sidecars, or editorial-only implementation details.

Narrative content

Page body

What this form does

Use this form to create one manual merchant-balance transaction.

How to use it

  • Review the current Merchant balance shown above the form.
  • Keep User ID as the current admin user ID supplied by the page.
  • Choose DEBIT or CREDIT.
  • Enter the transaction Amount.
  • Submit the form to create a new journal entry.

Important caveats

  • This is a create-only screen. It does not edit an existing transaction.
  • The User ID field is displayed but disabled because the page pre-fills it from the current admin context.
  • After a successful create call, FE redirects back to the list page.
  • The same current merchant-balance total is shown here, and it is not scoped by any date filter.
Field dictionary

Fields

field

User ID

Current admin user ID written into the new transaction row.

Visual Type
disabled-number-input
field

Type

Chooses whether the new manual transaction is saved as `DEBIT` or `CREDIT`.

Visual Type
select
field

Amount

Amount of the manual adjustment that will be stored in the journal row.

Visual Type
numeric-input
Operational notes

Notes

item

Backend create validation requires `type`, `amount`, and `userId`.

item

The current create service writes directly to `db.MerchantBalance.create({ type, amount, userId })`.

item

Route access is protected by admin session auth plus `checkPermission`, and FE blocks the page behind `hasPermission('MerchantBalance', 'C')`.

Related references

Related pages

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