Operator guideENactionsfinancemerchant-balance

Merchant Balance

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

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

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What this module is for

Use Merchant Balance when an operator needs to inspect the manual merchant-balance transaction journal or create a manual debit or credit entry.

This module is intentionally narrow. The current CRM only exposes:

  • a List page with the transaction journal and date filters
  • a Form page for creating a new manual transaction

There is no edit, delete, or detail workflow in the current FE.

Main surfaces

  • List: journal of recorded merchant-balance transactions plus the current merchant-balance total
  • Form: create-only workflow for one manual debit or credit adjustment

Important caveats

  • The table filters affect the transaction journal, but the large Merchant balance summary is calculated separately and is not restricted by the selected date range.
  • Journal rows are append-only from the current backoffice flow. Operators can create a new adjustment, but they cannot edit an older record from this module.
  • The create form always uses the current logged-in admin user ID as userId.

Verification status

  • status: verified_backend
  • verified backend edges in gs-admin-backend:
    • GET /api/admin/get-merchant-balance
    • POST /api/admin/create-merchant-balance
    • SQL sources:
      • app/db/sql/getMerchantBalanceList.sql
      • app/db/sql/getMerchantBalanceListCount.sql
      • app/db/sql/getMerchantBalance.sql
Related references

Related pages

pageMerchant Balance / Form

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

pageMerchant Balance / List

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

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