Paradaux
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PAR-22

0

Expose a firm's total balance in the business plugin API

DonerianBusinessImprovement

Expose a firm's total balance (summed across its accounts) in the public business plugin API.

Technical notes — business-api's FirmApi/StaffApi expose no balance accessor; the logic already exists internally as FirmTransactionService.getAggregateBalance(firmId) (sum over FirmAccountsMapper.listAccountsByFirm via treasury.getBalanceByAccountId). Add BigDecimal getTotalBalance(int firmId) (+ formatted variant) to FirmApi, implement in FirmApiDelegate by delegating to FirmTransactionService (inject it into BusinessApiImpl). Prerequisite for PAR-57.

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Comments

tesks · Jun 4, 2026, 9:56 AM

Code context — business-api's FirmApi/StaffApi expose no balance accessor; the logic already exists internally as FirmTransactionService.getAggregateBalance(firmId) (sum over FirmAccountsMapper.listAccountsByFirm via treasury.getBalanceByAccountId).

Approach: add BigDecimal getTotalBalance(int firmId) (+ a formatted variant) to FirmApi, implement in FirmApiDelegate by delegating to FirmTransactionService (inject it into BusinessApiImpl). Prerequisite for PAR-57 (the PAPI placeholder consumes this).

tesks · Jun 5, 2026, 11:17 AM

Shipped on develop (commit 8d9588b).

Added to FirmApi (the business-api public surface):

  • BigDecimal getTotalBalance(int firmId)
  • String getFormattedTotalBalance(int firmId) (Treasury-formatted)

Both sum across all of a firm's treasury accounts, delegating to the existing FirmTransactionService.getAggregateBalance / getFormattedAggregateBalance (now injected into the FirmApiDelegate). Throws IllegalStateException if the firm has no accounts, documented on the interface.

This unblocks the PAPI expansion in PAR-57. Delegate tests added; coverage gate green.

Activity

  • ParadauxIO linked a commit — Commit 8d9588b — Expose firm total balance in the public BusinessApi (PAR-22)
  • ParadauxIO changed status to Status → Done
  • ParadauxIO linked a pull request — PR #6 merged — Release: develop → main
  • ParadauxIO linked a pull request — PR #6 open — Release: develop → main
  • ParadauxIO linked a pull request — PR #6 open — Release: develop → main
  • ParadauxIO linked a pull request — PR #6 open — Release: develop → main
  • ParadauxIO linked a pull request — PR #6 open — Release: develop → main
  • ParadauxIO linked a pull request — PR #6 open — Release: develop → main
  • ParadauxIO linked a pull request — PR #6 open — Release: develop → main
  • tesks commented
  • tesks changed status to Status → Pending Release
  • ParadauxIO linked a commit — Commit 8d9588b — Expose firm total balance in the public BusinessApi (PAR-22)
  • tesks description: Description updated
  • tesks commented
  • tesks assigned Assigned to rian