Operator guideENactionsfinancelist

Merchant Balance / List

Transaction journal for manual merchant-balance entries, with date filtering, pagination, and a separate current-balance summary.

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 page shows

This page shows the stored merchant-balance transaction history and the current merchant-balance total.

How to read the page

  • The grid is the journal of manual merchant-balance entries.
  • Type shows whether the row was saved as a DEBIT or CREDIT.
  • Amount is the raw transaction amount of that row.
  • UserID shows which admin user ID was written into the record when the transaction was created.
  • Created At, Updated, and Deleted are audit timestamps from the transaction table.

Filters and controls

  • Date start and Date end restrict which journal rows are listed.
  • Pagination changes only the visible slice of the journal.
  • Create opens the create-only adjustment form.

Important caveats

  • The top Merchant balance number is not the sum of visible rows on this page.
  • The date range filters apply to merchantBalanceList, but merchantBalanceTotal is loaded through a separate SQL query without the selected dates.
  • There are no row-level edit or delete actions in the current CRM surface.
Grid columns

Columns

field

Id

Internal identifier of the journal row.

Visual Type
grid-column
field

Type

Whether the manual transaction was stored as `DEBIT` or `CREDIT`.

Visual Type
badge
field

Amount

Amount written into the manual merchant-balance transaction row.

Visual Type
amount
field

UserID

Admin user ID attached to the transaction record.

Visual Type
grid-column
field

Created At

Timestamp when the transaction row was first created.

Visual Type
datetime
field

Updated

Timestamp of the last backend update on the row.

Visual Type
datetime
field

Deleted

Soft-delete timestamp if the row was removed outside this screen.

Visual Type
datetime
Filter dictionary

Filters

field

Date start

Lower bound for the journal query.

Visual Type
date-filter
field

Date end

Upper bound for the journal query.

Visual Type
date-filter
Operational notes

Notes

item

The list query uses `startDate`, `endDate`, `search`, sorting, and pagination replacements against `merchant_balance_transactions`.

item

The total query is loaded separately from `getMerchantBalance.sql` and does not use the list date range.

item

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

Related references

Related pages

pageMerchant Balance

Operator workspace for reviewing the merchant-balance transaction journal and creating manual debit or credit adjustments.

pageMerchant Balance / Form

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

pageActivity Tag Rules / List

Main inventory for activity-driven tag rules, with search, activity and status filters, grouped rows, clone, edit, and run actions.

pageAffiliate Deals / List

Searchable table of affiliate deal rows with PID filter, create action, dashboard shortcut, and edit/delete row actions.

pageAffiliate Payment Settings / List

Affiliate payment settings inventory page for reviewing configured rows and opening saved records.

pageAffiliate Settings / List

Affiliate inventory list used to review saved affiliates and open detail or report flows.