integreat/docs/testing/behaviors/admin.md

Admin Behaviors

Overview

The Admin section is a server-side rendered (SSR) HTMX interface for superuser operations in Integreat. All admin pages require the admin user role. Non-admin users are redirected away. The admin area includes dashboards, entity management grids, background job orchestration, audit history, and bulk import tools.

Testing Philosophy

• Prefer unit tests for pure business logic (calculations, validations, transformations)
• Use integration tests for database interactions and cross-system flows
• Use UI tests only for end-to-end happy paths that touch multiple pages
• Every behavior must be user-visible; no tests for implementation details

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Testing Patterns

Pattern: Grid Page Behaviors

Most list pages in Integreat follow the same pattern:

1. Fetch IDs via Datomic query with filters
2. Hydrate results via pull-many
3. Render table with sortable columns
4. Support selection (individual / all / all-filtered)
5. Action buttons appear conditionally based on permissions and selection state

Test implications: Validate the query generation, not the rendering. UI tests only need to verify one filter and one sort work end-to-end.

Pattern: Wizard Behaviors

Wizards are multi-step forms with HTMX-driven navigation:

1. Each step is a GET that renders a form fragment
2. Form submissions are POST/PUT with validation
3. Navigation between steps updates the wizard state
4. Final submit creates/updates the entity

Test implications: Unit test validation logic and state transitions. Integration test the full wizard flow once. UI test only the happy path.

Pattern: Admin Permission Gates

Every admin operation checks:

1. wrap-client-redirect-unauthenticated — redirects unauthenticated users to login
2. wrap-admin — blocks non-admin authenticated users
3. assert-can-see-client — when impersonating, user has access to the client

Test implications: Integration test each gate independently. UI tests only verify the happy path with an admin user.

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Dashboard

Display Behaviors

#	Behavior	Test Strategy	Status
1.1	It should display a bar chart showing client count at 2 years ago, 1 year ago, and today	UI	[ ]
1.2	It should display a line chart showing Datomic transaction counts per hour over the last 24 hours	UI	[ ]
1.3	It should render the standard admin page layout with the admin-aside-nav sidebar	UI	[ ]

Access Control Behaviors

#	Behavior	Test Strategy	Status
2.1	It should redirect unauthenticated users to the login page	Integration	[x]
2.2	It should show an authorization failure for authenticated non-admin users	Integration	[x]

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Clients

Grid Display Behaviors

#	Behavior	Test Strategy	Status
3.1	It should display a table with columns: Name, Code, Locations, Emails, Status	UI	[ ]
3.2	It should show location values as pills in the Locations column	UI	[ ]
3.3	It should show email values as pills in the Emails column	UI	[ ]
3.4	It should show lock status as "Locked " with green color when less than 90 days old	UI	[ ]
3.5	It should show lock status with yellow color when between 90 days and 1 year old	UI	[ ]
3.6	It should show lock status with red color when more than 1 year old	UI	[ ]
3.7	It should show "Not locked" in red when no lock date is set	UI	[ ]
3.8	It should show bank account integration status pills in red for failed or unauthorized accounts	UI	[ ]
3.9	It should show a Biweekly Sales PowerQuery button on each row	UI	[ ]
3.10	It should show an Edit button (pencil icon) on each row	UI	[ ]
3.11	It should show a "New Client" button that opens the client wizard	UI	[ ]

Filtering Behaviors

#	Behavior	Test Strategy	Status
4.1	It should filter clients by name using case-insensitive substring match	Integration	[x]
4.2	It should filter clients by code using exact match on upper-cased code	Integration	[x]
4.3	It should filter clients by group using exact match on upper-cased group	Integration	[x]
4.4	It should support an "All" or "Only mine" filter to show only clients assigned to the current user	Integration	[x]
4.5	It should trigger HTMX requests with 500ms debounce on filter change and 1000ms debounce on keyup	Integration	[x]

Sorting Behaviors

#	Behavior	Test Strategy	Status
5.1	It should sort clients by name ascending/descending	Integration	[x]
5.2	It should sort clients by code ascending/descending	Integration	[x]
5.3	It should paginate results with 25 clients per page by default	Integration	[x]

Client Wizard Behaviors

#	Behavior	Test Strategy	Status
6.1	It should show a multi-step linear wizard with steps: Info, Matches, Contact, Bank Accounts, Integrations, Cash Flow, Other Settings	UI	[ ]
6.2	It should require Name on the Info step	Integration	[ ]
6.3	It should prevent editing the Code field when editing an existing client	UI	[ ]
6.4	It should allow setting a Locked Until date on the Info step	UI	[ ]
6.5	It should show a dynamic grid for adding and removing locations on the Info step	UI	[ ]
6.6	It should allow configuring string match patterns and location match patterns on the Matches step	UI	[ ]
6.7	It should allow entering address fields and email contacts on the Contact step	UI	[ ]
6.8	It should show a sortable card list of existing bank accounts on the Bank Accounts step	UI	[ ]
6.9	It should allow adding cash accounts with nickname, code, financial code, start date, include-in-reports, and visible-for-payment fields	UI	[ ]
6.10	It should allow adding credit card accounts with bank name, account number, and Plaid/Yodlee/Intuit integration selectors	UI	[ ]
6.11	It should allow adding checking accounts with routing number, bank code, and check number fields	UI	[ ]
6.12	It should require a financial code when "Include in Reports" is enabled for a bank account	Unit + Integration	[x]
6.13	It should allow entering a Square auth token and mapping Square locations to client locations on the Integrations step	UI	[ ]
6.14	It should show "No locations found" when the Square location refresh times out after 2 seconds	Integration	[ ]
6.15	It should allow entering Week A/B credits and debits on the Cash Flow step	UI	[ ]
6.16	It should allow selecting feature flags and entering groups on the Other Settings step	UI	[ ]
6.17	It should validate that the client code is unique when creating a new client	Unit + Integration	[x]
6.18	It should upper-case group values on save	Unit	[x]
6.19	It should flash the updated row in the grid and close the modal after a successful save	UI	[ ]
6.20	It should reindex the client in Solr after a successful save	Integration	[x]

Biweekly Sales PowerQuery Behaviors

#	Behavior	Test Strategy	Status
7.1	It should generate 6 saved queries per client (sales summary, category, expected deposits, tenders, refunds, cash drawer shifts)	Integration	[ ]
7.2	It should open a modal with copy-to-clipboard buttons for Excel Power Query M-code	UI	[ ]

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Accounts

Grid Display Behaviors

#	Behavior	Test Strategy	Status
8.1	It should display a table with columns: Code, Name, Type, Location	UI	[ ]
8.2	It should show the account type as a colored pill	UI	[ ]
8.3	It should show an Edit button on each row	UI	[ ]
8.4	It should show a "New Account" button	UI	[ ]

Filtering Behaviors

#	Behavior	Test Strategy	Status
9.1	It should filter accounts by name using case-insensitive substring match on upper-cased name	Integration	[x]
9.2	It should filter accounts by code using exact numeric match	Integration	[x]
9.3	It should filter accounts by type: All, Dividend, Asset, Equity, Liability, Expense, Revenue, or None	Integration	[x]

Sorting Behaviors

#	Behavior	Test Strategy	Status
10.1	It should sort accounts by code, name, type, or location ascending/descending	Integration	[x]
10.2	It should default sort by upper-cased numeric code	Integration	[x]

Account Dialog Behaviors

#	Behavior	Test Strategy	Status
11.1	It should show a modal dialog with a live-updating header displaying the numeric code and name	UI	[ ]
11.2	It should require a numeric code when creating a new account	Integration	[x]
11.3	It should hide the numeric code field when editing an existing account	UI	[ ]
11.4	It should require a name and account type	Integration	[x]
11.5	It should allow setting Invoice Allowance, Vendor Allowance, and Applicability as dropdown enums	UI	[ ]
11.6	It should show a Client Overrides grid with client typeahead and override name	UI	[ ]
11.7	It should validate that no client appears more than once in the Client Overrides grid	Unit + Integration	[x]
11.8	It should validate that the numeric code is unique when creating a new account	Unit + Integration	[x]
11.9	It should reindex the account and all client overrides in Solr after a successful save	Integration	[x]

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Vendors

Grid Display Behaviors

#	Behavior	Test Strategy	Status
12.1	It should display a table with columns: Name, Email, Default Account	UI	[ ]
12.2	It should show an "Unused" pill in red when a vendor has 0 clients	UI	[ ]
12.3	It should show a "Used by N clients" pill in primary color when a vendor is assigned to clients	UI	[ ]
12.4	It should show a "Used N times" pill in secondary color when a vendor has transaction usage	UI	[ ]
12.5	It should show an Edit button on each row that opens the vendor wizard	UI	[ ]
12.6	It should show a "Merge" button for merging vendors	UI	[ ]
12.7	It should show a "New Vendor" button	UI	[ ]

Filtering Behaviors

#	Behavior	Test Strategy	Status
13.1	It should filter vendors by name using case-insensitive substring match on upper-cased name	Integration	[x]
13.2	It should filter vendors by visibility: All, Only hidden, or Only global	Integration	[x]

Vendor Wizard Behaviors

#	Behavior	Test Strategy	Status
14.1	It should show a multi-step wizard with steps: Info, Terms, Account, Address, Legal	UI	[ ]
14.2	It should require a name of at least 3 characters on the Info step	Unit + Integration	[x]
14.3	It should allow toggling a "Print As" alias on the Info step	UI	[ ]
14.4	It should show a "Hidden" checkbox on the Info step visible only to admins	UI	[ ]
14.5	It should allow setting terms in days and a grid of client-specific terms overrides on the Terms step	UI	[ ]
14.6	It should allow configuring a list of clients for automatically paid when due on the Terms step	UI	[ ]
14.7	It should allow selecting a default account via typeahead on the Account step	UI	[ ]
14.8	It should show an Account Overrides grid where account typeahead is scoped by selected client	Integration	[x]
14.9	It should allow entering address fields with a 2-character state and 5-character zip on the Address step	UI	[ ]
14.10	It should allow entering a legal entity name OR first/middle/last name, TIN, TIN type, and 1099 type on the Legal step	UI	[ ]
14.11	It should validate that terms override clients are unique with no duplicates	Unit + Integration	[x]
14.12	It should reindex the vendor name and hidden flag in Solr after a successful save	Integration	[x]

Vendor Merge Behaviors

#	Behavior	Test Strategy	Status
15.1	It should open a modal with Source Vendor and Target Vendor selectors	UI	[ ]
15.2	It should validate that the source and target vendors are different	Unit + Integration	[x]
15.3	It should retract all references to the source vendor and assert them as the target vendor on merge	Integration	[x]
15.4	It should show a success notification after a successful merge	UI	[ ]

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Rules

Grid Display Behaviors

#	Behavior	Test Strategy	Status
16.1	It should display a table with columns: Client, Bank Account, Description, Amount, Note	UI	[ ]
16.2	It should show a group pill in the Client column when the rule applies to a client group	UI	[ ]
16.3	It should show amount gte/lte filters as pills in the Amount column	UI	[ ]
16.4	It should show Delete, Execute, and Edit row action buttons	UI	[ ]
16.5	It should show a "New Transaction Rule" button	UI	[ ]

Filtering Behaviors

#	Behavior	Test Strategy	Status
17.1	It should filter rules by vendor using an entity typeahead	Integration	[x]
17.2	It should filter rules by note using case-insensitive regex match	Integration	[x]
17.3	It should filter rules by description using case-insensitive substring match	Integration	[x]
17.4	It should filter rules by client group using exact upper-cased match	Integration	[x]

Transaction Rule Wizard Behaviors

#	Behavior	Test Strategy	Status
18.1	It should show a two-step wizard: Edit then Test	UI	[ ]
18.2	It should require a description regex pattern of at least 3 characters on the Edit step	Unit + Integration	[x]
18.3	It should allow toggling optional filters for Client, Client Group, Bank Account, Amount range, and Day of Month range	UI	[ ]
18.4	It should scope the bank account selector to the selected client	Integration	[x]
18.5	It should allow assigning a vendor, configuring account grids, and setting approval status as outcomes	UI	[ ]
18.6	It should derive account location from the account's fixed location, client locations, or "Shared"	Unit	[x]
18.7	It should validate that account percentages sum to exactly 100%	Unit + Integration	[x]
18.8	It should validate that the selected bank account belongs to the selected client	Unit + Integration	[x]
18.9	It should validate that the rule location matches the account's fixed location when one is set	Unit + Integration	[x]
18.10	It should show up to 15 matching transactions on the Test step with client, bank, date, and description	Integration	[x]
18.11	It should display a badge showing the total match count with "99+" when 99 or more transactions match	UI	[ ]

Rule Execution Behaviors

#	Behavior	Test Strategy	Status
19.1	It should open a dialog with checkbox-selectable transactions that match the rule and are unapproved	UI	[ ]
19.2	It should include only transactions on or after the client's locked-until date	Integration	[x]
19.3	It should allow selecting all matching transactions or individual transactions	UI	[ ]
19.4	It should apply rule coding to each selected transaction	Integration	[x]
19.5	It should update the Solr index after rule execution	Integration	[x]
19.6	It should show a notification reading "Successfully coded X of Y transactions!" after execution	UI	[ ]

Rule Deletion Behaviors

#	Behavior	Test Strategy	Status
20.1	It should show a confirmation dialog before deleting a rule	UI	[ ]
20.2	It should retract the rule entity from the database on confirmation	Integration	[x]
20.3	It should fade out the row with a "live-removed" animation after deletion	UI	[ ]

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Jobs

Grid Display Behaviors

#	Behavior	Test Strategy	Status
21.1	It should display a table with columns: Start time, End time, Duration, Name, Status	UI	[ ]
21.2	It should show status values as running, pending, succeeded, or failed	UI	[ ]
21.3	It should display ECS tasks filtered by the INTEGREAT_JOB environment variable	Integration	[x]
21.4	It should show a "Run job" button	UI	[ ]

Job Start Dialog Behaviors

#	Behavior	Test Strategy	Status
22.1	It should show a job type dropdown with options: Yodlee Import, Yodlee Account Import, Intuit Import, Plaid Import, Bulk Journal Import, Square Import, Register Invoice Import, Upsert recent ezcater orders, Load Historical Square Sales, Export Backup	UI	[ ]
22.2	It should show a dynamic subform with an S3 URL path input for Bulk Journal Import and Register Invoice Import	UI	[ ]
22.3	It should show a client typeahead and days input (1-120) for Load Historical Square Sales	UI	[ ]
22.4	It should prevent starting a job that is already running	Integration	[x]
22.5	It should launch an ECS Fargate Spot task on submit	Integration	[x]

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History

Search Behaviors

#	Behavior	Test Strategy	Status
23.1	It should allow searching for an entity by numeric Datomic entity ID	UI	[ ]
23.2	It should show an error notification when the entity ID cannot be parsed as a Long	Integration	[x]

Display Behaviors

#	Behavior	Test Strategy	Status
24.1	It should display a history table with columns: Date, User, Field, From value, To value	UI	[ ]
24.2	It should format date values in local format	Unit	[x]
24.3	It should display large integers greater than 1 million as clickable links to that entity's history	UI	[ ]
24.4	It should display nil values as "(none)"	Unit	[x]
24.5	It should allow clicking an entity ID to load that entity's history inline	Integration	[x]
24.6	It should show a Snapshot link that opens an inspector displaying all entity attributes	UI	[ ]
24.7	It should show all history rows without pagination	Integration	[x]

Inspector Behaviors

#	Behavior	Test Strategy	Status
25.1	It should display a card showing all attributes of an entity at the current database value	UI	[ ]
25.2	It should allow clicking entity IDs within the inspector to recurse into that entity's history	Integration	[x]

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Imports

Grid Display Behaviors

#	Behavior	Test Strategy	Status
26.1	It should display a table with columns: Date, Source, Status, User, Imported, Pre-existing, Suppressed	UI	[ ]
26.2	It should show an external link on each row to transactions filtered by import batch	UI	[ ]
26.3	It should show a "New Import" button	UI	[ ]

Filtering Behaviors

#	Behavior	Test Strategy	Status
27.1	It should filter import batches by date range	Integration	[x]
27.2	It should filter import batches by source	Integration	[x]

Sorting Behaviors

#	Behavior	Test Strategy	Status
28.1	It should sort import batches by date, source, status, or user	Integration	[x]
28.2	It should paginate results with 25 import batches per page by default	Integration	[x]

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Excel Invoices

Display Behaviors

#	Behavior	Test Strategy	Status
29.1	It should display a single-page form with a large textarea for tab-separated invoice data	UI	[ ]
29.2	It should show sample data as a placeholder in the textarea	UI	[ ]

Import Behaviors

#	Behavior	Test Strategy	Status
30.1	It should parse tab-separated rows with columns: raw-date, vendor-name, check, location, invoice-number, amount, client-name, bill-entered, bill-rejected, added-on, exported-on, account-numeric-code	Unit	[x]
30.2	It should resolve the client by code or name	Integration	[x]
30.3	It should resolve the vendor by exact case-sensitive name match	Integration	[x]
30.4	It should resolve the account by numeric code	Integration	[x]
30.5	It should group rows into new, existing, and error categories	Unit	[x]
30.6	It should create a paid invoice with zero outstanding balance and a cash transaction when the check type is "Cash"	Integration	[x]
30.7	It should create an unpaid invoice with full outstanding balance when the check type is not "Cash"	Integration	[x]
30.8	It should display results as pills showing imported count, extant count, and vendors not found with hover tooltip	UI	[ ]
30.9	It should display an error grid for rows that failed validation	UI	[ ]

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Sales Summaries

Grid Display Behaviors

#	Behavior	Test Strategy	Status
31.1	It should display a table with columns: Client, Date, Debits, Credits	UI	[ ]
31.2	It should hide the Client column when only one client is selected	UI	[ ]
31.3	It should show each debit/credit item with category, amount, and a red "missing account" pill when no account is mapped	UI	[ ]
31.4	It should show a total row with a green pill when debits equal credits, or a red pill when unbalanced	UI	[ ]
31.5	It should show an Edit button on each row	UI	[ ]

Filtering Behaviors

#	Behavior	Test Strategy	Status
32.1	It should filter sales summaries by date range	Integration	[x]
32.2	It should scope results to the user's valid clients	Integration	[x]

Edit Wizard Behaviors

#	Behavior	Test Strategy	Status
33.1	It should display a grid of sales summary items with Category, Account, Debits, and Credits columns	UI	[ ]
33.2	It should allow editing the category, account, and debit/credit amounts for manual items	UI	[ ]
33.3	It should allow removing manual items from the grid	UI	[ ]
33.4	It should display auto-generated items with read-only category and amount but editable account	UI	[ ]
33.5	It should scope the account typeahead to the client and filter for invoice-purpose accounts	Integration	[x]
33.6	It should update the live total row and unbalanced row when amounts change	UI	[ ]
33.7	It should validate that each item has exactly one of credit or debit, not both	Unit + Integration	[x]
33.8	It should validate that total debits equal total credits before saving	Unit + Integration	[x]
33.9	It should update ledger-mapped account assignments and flag manual items on save	Integration	[x]

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Cross-Cutting Behaviors

Admin-Only Access Behaviors

#	Behavior	Test Strategy	Status
34.1	It should redirect unauthenticated users to the login page on all admin routes	Integration	[x]
34.2	It should show an authorization failure for authenticated non-admin users on all admin routes	Integration	[x]
34.3	It should require admin role for all mutating admin handlers	Integration	[x]

Audit History Behaviors

#	Behavior	Test Strategy	Status
35.1	It should record the admin user who performed each mutating operation via the :audit/user attribute	Integration	[x]
35.2	It should write all mutating operations through audit-transact or audit-transact-batch	Integration	[x]
35.3	It should allow querying all changes to an entity from Datomic's history database on the History page	Integration	[x]

Impersonation Behaviors

#	Behavior	Test Strategy	Status
36.1	It should allow admin users to select a client from the global client selector to filter admin grids	UI	[ ]
36.2	It should respect the selected client when filtering the Clients, Transaction Rules, and Sales Summaries grids	Integration	[x]

Form Validation Behaviors

#	Behavior	Test Strategy	Status
37.1	It should enforce form structure via Malli schemas	Unit	[x]
37.2	It should validate query params, route params, and form params via wrap-schema-enforce	Integration	[x]
37.3	It should re-render dialogs with field-level validation errors on 400 responses	Integration	[x]

Solr Indexing Behaviors

#	Behavior	Test Strategy	Status
38.1	It should reindex Solr documents after creating or updating a client	Integration	[x]
38.2	It should reindex Solr documents after creating or updating a vendor or account	Integration	[x]

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Test Data Requirements

Entity	Requirements
Users	Admin user with :user/role :user-role/admin; non-admin user with :user/role :user-role/user
Clients	Client with name, code, and locations; client with locked-until in past and future; client with bank accounts (cash, credit, checking); client with Square auth token; client with feature flags and groups
Accounts	Account with unique numeric code, name, and type; account with fixed location; account with client overrides
Vendors	Vendor with name and default account; vendor with terms overrides and account overrides; hidden and non-hidden vendors; vendor with 1099 legal entity info
Transaction Rules	Rule with description pattern, client, bank account, amount gte/lte; rule with account assignments summing to 100%; unapproved transactions matching rule criteria; transactions before and after client's locked-until date
Background Jobs	ECS cluster with task definitions containing INTEGREAT_JOB env var, or mock ECS responses
Import Batches	Import batch entities with date, source, and status
Sales Summaries	Sales summary with ledger-mapped items; both manual and auto-generated items

Existing Tests to Preserve

• test/clj/auto_ap/integration/graphql/users.clj — User role and permission tests
• test/clj/auto_ap/integration/graphql/accounts.clj — Account search and override tests
• test/clj/auto_ap/integration/graphql/vendors.clj — Vendor management tests
• test/clj/auto_ap/integration/graphql/transaction_rules.clj — Rule matching and execution tests

Dependencies

• Datomic (primary store, history, pull API)
• HTMX (frontend interactivity)
• Alpine.js (modal state, conditional visibility)
• Chartist (dashboard charts)
• Solr (search indexing)
• ECS API (background jobs)
• Malli (schema validation)
• Bidi (routing)