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9-1-cashier-balance-viewDoneEpic 9.1

Story 9.1: Cashier Balance View

Status: done

Tasks

  • **Task 1: Create Cashier Endpoint** (AC: 1)
    • 1.1 Create `cashier.py` router in `server/app/api/v1/endpoints/agents/`
    • 1.2 Add JWT authentication dependency: `Depends(get_current_agent)`
    • 1.3 Implement agent ownership verification
    • 1.4 Add appropriate HTTP error responses (404, 403)
    • 1.5 Register router in main application
  • **Task 2: Balance Data Retrieval** (AC: 2, 3, 4)
    • 2.1 Query users table for customer data (account_balance, pending_bets, credit_limit, account_type)
    • 2.2 Implement available balance calculation logic
    • 2.3 Handle Credit vs PostUp account type logic
    • 2.4 Add Pydantic response model for type safety
    • 2.5 Ensure Decimal precision for financial values
  • **Task 3: Settlement History Integration** (AC: 5)
    • 3.1 Query settlement_history table for last settlement
    • 3.2 Order by final_settlement_date DESC, limit 1
    • 3.3 Handle case when no previous settlements exist
    • 3.4 Return amount_settled and final_settlement_date
  • **Task 4: Response Model Creation**
    • 4.1 Create CashierBalanceResponse Pydantic model
    • 4.2 Include all required fields with proper types
    • 4.3 Add field descriptions for API documentation
    • 4.4 Validate response structure in OpenAPI docs
  • **Task 5: Frontend Integration** (AC: 6)
    • 5.1 Create TanStack Query hook: `useCashierBalance(customerId)`
    • 5.2 Add balance display to cashier interface
    • 5.3 Implement mobile-responsive design
    • 5.4 Add loading and error states
    • 5.5 Format currency values with FinancialDisplay component
  • **Task 6: Testing**
    • 6.1 Unit tests for balance calculation logic
    • 6.2 Integration tests for endpoint with mock data
    • 6.3 Test agent ownership verification
    • 6.4 Test Credit vs PostUp account calculations
    • 6.5 Test settlement history retrieval (with and without data)

Progress

Tasks6/6
Acceptance Criteria0
Total Tasks6

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