Operator guideENlimitsmonthlyform

Monthly Limits / Form

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

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

This page creates one monthly-limit rule at /monthly-limits/create.

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 CreateMonthlyLimitService 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.

Save flow

Create posts to POST /api/admin/create-monthly-limit through useMonthlyLimit(null).

Verification status

  • status: verified_backend
  • FE create flow verified in CreateMonthlyLimitForm
  • backend create route verified in AdminController.createMonthlyLimit -> CreateMonthlyLimitService
Calculation notes

Calculations

calculation

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.
calculation

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.
calculation

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.
calculation

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.
calculation

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 `CreateMonthlyLimitService` does not persist `isActive` in the saved data payload.
Field dictionary

Fields

field

From Deposit

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

Group
thresholds
Data Type
integer
field

To Deposit

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

Group
thresholds
Data Type
integer
field

Total Deposit Amount (EUR)

Deposit-amount threshold used by the rule.

Group
thresholds
Data Type
number
field

Monthly Limit (EUR)

Cap value stored for the rule.

Group
thresholds
Data Type
number
field

Is Active

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

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

Do Not Use Deposit Count

Ignores the deposit-count range when enabled.

Group
flags
Data Type
boolean
field

Do Not Use By Amount

Ignores the deposit-amount threshold when enabled.

Group
flags
Data Type
boolean
Operational notes

Notes

item

FE create fields and submit flow are confirmed.

item

`CreateMonthlyLimitService` persists threshold fields and the two `Do Not Use` flags, but not `isActive`.

Related references

Related pages

pageMonthly Limits / Detail

Saved monthly-limit edit workspace for one rule, including persisted active state and gate logic.

pageMonthly Limits / List

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pageMonthly Limits

Operator guide for monthly-limit inventory, create flow, and edit workspace.

pageAffiliate Deals / Form

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pageAffiliate Payment Settings / Form

Create and edit form for one affiliate payment-setting record, with visible PID targeting, minimum deposit threshold, and active-state control.

pageAuto Tags Manager / Create

Full rule-builder for a new automatic tagging rule, including tag actions, coupon actions, KPI field selection, and draft impact estimation.