Operator guideEN

Monthly Limits / Form

Create workspace for monthly-limit rules, including deposit-count and amount gates plus create-time backend caveats.

How to use this guide

Start with the main guide

Follow the explanation and examples first. Extra definitions and formulas are available below when you need them.

What this form does

This page creates one monthly-limit rule. Operators use it when a new deposit-count, deposit-amount, or fallback monthly-limit rule must be added.

Visible fields

  • From Deposit
  • To Deposit
  • Total Deposit Amount (EUR)
  • Monthly Limit (EUR)
  • Is Active
  • Do Not Use Deposit Count
  • Do Not Use By Amount

Important behavior

The create form can disable either matching branch

  • with both Do Not Use switches off, the rule uses deposit count and amount together
  • Do Not Use By Amount makes it count-only
  • Do Not Use Deposit Count makes it amount-only
  • enabling both makes the create form behave like a universal rule with no deposit-history gate

Is Active is shown in FE, but current create backend does not persist it

The create page exposes an Is Active checkbox, but the verified create backend currently saves only:

  • fromDeposit
  • toDeposit
  • totalDepositAmount
  • monthlyLimit
  • doNotUseDepositCount
  • doNotUseByAmount

Operators should not rely on the create-time Is Active toggle as a persisted backend flag. Because the stored model defaults new rows to active, treat new rules as active after create unless they are disabled later from the list.

Validation is presence-only in this flow

The frontend marks the four numeric fields as required, and the backend also requires those values. The verified create flow does not add range, non-negative, overlap, or ordering validation for the count and amount thresholds.

Save flow

  • Create submits the current form draft.
  • On success, the page shows a success toast, resets the form, and returns through browser history.
  • On failure, the page shows a generic failure toast and stays on the form.
  • Cancel returns through browser history without submitting.
  • The backend create action is authenticated and audit-tracked, but the separate permission middleware is commented out in the verified route.
More details

Definitions and formulas

Open only the section you need. The relevant section opens automatically when you request help for a specific item on screen.

Calculations8 topicsOpen details

Form initial state

Operators must replace the default zero thresholds and limit with the intended values before creating a production rule.

Inputs
fromDeposit, toDeposit, totalDepositAmount, monthlyLimit, isActive, doNotUseDepositCount, doNotUseByAmount
Transform
Form starts with numeric thresholds at 0, `isActive` true, and both `Do Not Use` flags false.

Required create validation

Empty required fields block a trusted create, but default zero values are still present values.

Inputs
fromDeposit, toDeposit, totalDepositAmount, monthlyLimit
Transform
Frontend and backend require all four values to be present.
Caveats
The verified flow does not add non-negative, ordering, overlap, or positive-limit validation.

Both conditions active

This is the strictest matching setup in the create form.

Inputs
fromDeposit, toDeposit, totalDepositAmount, doNotUseDepositCount, doNotUseByAmount
Transform
When both checkboxes are off, the new rule uses both the deposit-count range and the deposit-amount threshold.

Count-only rule

The created rule will depend only on deposit count.

Inputs
fromDeposit, toDeposit, doNotUseByAmount
Transform
Enabling `Do Not Use By Amount` removes the amount condition from the rule.

Amount-only rule

The created rule will depend only on deposit amount.

Inputs
totalDepositAmount, doNotUseDepositCount
Transform
Enabling `Do Not Use Deposit Count` removes the count-range condition from the rule.

Universal rule

The created rule is no longer limited by either deposit-history condition.

Inputs
doNotUseDepositCount, doNotUseByAmount
Transform
Enabling both checkboxes makes the rule apply universally in FE guidance.

Create-time active toggle caveat

Operators should not assume the create checkbox controls the stored active state.

Inputs
isActive
Transform
The create form includes `Is Active`, but the verified create backend does not persist `isActive` in the saved data payload.
Caveats
The stored model defaults new rows to active., Use the list status toggle after create if a newly created row must be disabled.

Submit success flow

A successful create returns the operator to the previous page rather than opening the new row detail automatically.

Inputs
create_response
Transform
On success, frontend shows a success toast, resets the form, clears submitting state, and navigates back through browser history.
Fields10 topicsOpen details

Create Monthly Limit

Identifies the create-only monthly-limit workspace.

Group
header
Data Type
text

From Deposit

Lower bound of the deposit-count range used by the new rule.

Group
thresholds
Data Type
integer
Default Value
0
Validation
Required in frontend form validation., Required by backend create validation.
Caveats
The verified create flow does not add a non-negative or less-than/equal-to `To Deposit` rule.

To Deposit

Upper bound of the deposit-count range used by the new rule.

Group
thresholds
Data Type
integer
Default Value
0
Validation
Required in frontend form validation., Required by backend create validation.
Caveats
The verified create flow does not add a greater-than/equal-to `From Deposit` rule.

Total Deposit Amount (EUR)

Deposit-amount threshold used by the rule.

Group
thresholds
Data Type
number
Default Value
0
Validation
Required in frontend form validation., Required by backend create validation.
Caveats
The verified create flow does not add a non-negative amount rule.

Monthly Limit (EUR)

Cap value stored for the rule.

Group
thresholds
Data Type
number
Default Value
0
Validation
Required in frontend form validation., Required by backend create validation.
Caveats
The verified create flow does not add a positive monthly-limit rule.

Is Active

FE toggle shown during create for whether the new rule should start active.

Group
flags
Data Type
boolean
Default Value
true
Caveats
The current create backend service does not persist `isActive`.

Do Not Use Deposit Count

Ignores the deposit-count range when enabled.

Group
flags
Data Type
boolean
Default Value
false

Do Not Use By Amount

Ignores the deposit-amount threshold when enabled.

Group
flags
Data Type
boolean
Default Value
false

Create

Saves the current form draft as a new monthly-limit rule.

Group
actions
Data Type
action
Caveats
The button is disabled while the frontend submit state is active.

Cancel

Leaves the form through browser history without submitting.

Group
actions
Data Type
action
More help

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