Admin Panel Blueprint

Administrative dashboard for user management, account linking, notification broadcasting, and system configuration

Feature	admin-panel
Category	Access Control
Version	1.0.0
Tags	admin, user-management, account-linking, notification-broadcast, system-administration, wealth-management
YAML Source	View on GitHub
JSON API	admin-panel.json

Actors

ID	Name	Type	Description
super_admin	Super Administrator	human	Full system access, manages all users and accounts
admin	Administrator	human	Manages users, links accounts, sends notifications
system	System	system	Automated processes and scheduled tasks

Fields

Name	Type	Required	Label	Description
user_id	text	Yes	User Id	Validations: required
email	email	Yes	Email	Validations: required, email
full_name	text	Yes	Full Name	Validations: required
user_status	select	Yes	User Status
linked_accounts	json	No	Linked Investment Accounts
assigned_roles	json	Yes	Assigned Roles
notification_target	select	Yes	Notification Target
notification_title	text	Yes	Notification Title	Validations: required, maxLength
notification_body	rich_text	Yes	Notification Body	Validations: required
notification_channel	multiselect	Yes	Delivery Channels
target_product_id	text	No	Target Product
target_user_id	text	No	Target User

Rules

• permissions: Only super_admin and admin roles can access the admin panel, super_admin can manage all users including other admins, admin can manage regular users but cannot modify admin accounts, All admin actions must be audit-logged
• user_management: Cannot deactivate own account, Cannot remove own admin role, Suspended users cannot log in until reactivated, User search supports email, name, and account number
• account_linking: An investment account can be linked to exactly one user, Linking an account transfers all associated portfolios and holdings, Unlinking requires confirmation and creates an audit entry, Account data is fetched from CRM (Dynamics) for linking
• notifications: Broadcast notifications are queued and processed asynchronously, Product-specific notifications require a valid product ID, Notification history is retained for 90 days, Admin can preview notification before sending

Outcomes

Unauthorized_access (Priority: 1) — Error: ADMIN_ACCESS_DENIED

Given:

• user.role (session) not_in super_admin,admin

Then:

• emit_event event: admin.access_denied

Result: Deny access to admin panel

Self_modification_blocked (Priority: 2) — Error: SELF_MODIFICATION_BLOCKED

Given:

• target_user_id (input) eq current_user_id
• ANY: action_type (input) eq deactivate OR action_type (input) eq remove_admin_role

Result: Cannot deactivate own account or remove own admin role

Account_already_linked (Priority: 3) — Error: ACCOUNT_ALREADY_LINKED

Given:

• account_id (db) exists

Result: Account is already linked to another user

List_users (Priority: 10)

Given:

• user.role (session) in super_admin,admin

Then:

• emit_event event: admin.users_listed

Result: Return paginated list of users with status, roles, and linked accounts

Search_users (Priority: 11)

Given:

• search_query (input) exists
• user.role (session) in super_admin,admin

Then:

• emit_event event: admin.users_searched

Result: Return filtered user list matching search query

View_user_detail (Priority: 12)

Given:

• target_user_id (input) exists
• user.role (session) in super_admin,admin

Then:

• emit_event event: admin.user_viewed

Result: Return full user profile with linked accounts, roles, activity log

Update_user_status (Priority: 20)

Given:

• target_user_id (input) exists
• user_status (input) in active,suspended,deactivated
• user.role (session) in super_admin,admin
• target_user_id (input) neq current_user_id

Then:

• set_field target: user_status value: from_input
• emit_event event: admin.user_status_changed

Result: User status updated

Link_account (Priority: 30)

Given:

• target_user_id (input) exists
• account_id (input) exists
• account_id (db) not_exists
• user.role (session) in super_admin,admin

Then:

• create_record target: linked_accounts
• emit_event event: admin.account_linked

Result: Investment account linked to user

Unlink_account (Priority: 31)

Given:

• target_user_id (input) exists
• account_id (input) exists
• user.role (session) in super_admin,admin

Then:

• delete_record target: linked_accounts
• emit_event event: admin.account_unlinked

Result: Investment account unlinked from user

Send_notification_all (Priority: 40)

Given:

• notification_target (input) eq all_users
• notification_title (input) exists
• notification_body (input) exists
• user.role (session) in super_admin,admin

Then:

• emit_event event: admin.notification_broadcast

Result: Notification queued for delivery to all users

Send_notification_single (Priority: 41)

Given:

• notification_target (input) eq single_user
• target_user_id (input) exists
• notification_title (input) exists
• user.role (session) in super_admin,admin

Then:

• emit_event event: admin.notification_sent

Result: Notification sent to specific user

Send_notification_product (Priority: 42) — Error: PRODUCT_NOT_FOUND

Given:

• notification_target (input) eq product_holders
• target_product_id (input) exists
• notification_title (input) exists
• user.role (session) in super_admin,admin

Then:

• emit_event event: admin.notification_product_broadcast

Result: Notification queued for all users holding the specified product

Assign_role (Priority: 50)

Given:

• target_user_id (input) exists
• role_id (input) exists
• user.role (session) in super_admin,admin

Then:

• create_record target: assigned_roles
• emit_event event: admin.role_assigned

Result: Role assigned to user

View_system_stats (Priority: 60)

Given:

• user.role (session) in super_admin,admin

Then:

• emit_event event: admin.stats_viewed

Result: Return system statistics (total users, active sessions, recent signups, notifications sent)

Errors

Code	Status	Message	Retry
ADMIN_ACCESS_DENIED	403	You do not have permission to access the admin panel	No
SELF_MODIFICATION_BLOCKED	403	You cannot modify your own admin status	No
ACCOUNT_ALREADY_LINKED	409	This account is already linked to another user	No
USER_NOT_FOUND	404	The specified user was not found	No
ACCOUNT_NOT_FOUND	404	The specified investment account was not found	No
INVALID_NOTIFICATION_TARGET	400	Invalid notification target configuration	No
PRODUCT_NOT_FOUND	404	The specified product was not found	No

Events

Event	Description	Payload
admin.access_denied	Unauthorized access attempt to admin panel	user_id, attempted_action, ip_address, timestamp
admin.users_listed	Admin viewed user list	admin_user_id, filters, timestamp
admin.users_searched	Admin searched for users	admin_user_id, search_query, result_count, timestamp
admin.user_viewed	Admin viewed user detail	admin_user_id, target_user_id, timestamp
admin.user_status_changed	Admin changed a user status	admin_user_id, target_user_id, old_status, new_status, timestamp
admin.account_linked	Investment account linked to user	admin_user_id, target_user_id, account_id, timestamp
admin.account_unlinked	Investment account unlinked from user	admin_user_id, target_user_id, account_id, timestamp
admin.notification_broadcast	Notification broadcast to all users	admin_user_id, notification_target, channel, user_count, timestamp
admin.notification_sent	Notification sent to single user	admin_user_id, target_user_id, channel, timestamp
admin.notification_product_broadcast	Notification sent to product holders	admin_user_id, target_product_id, channel, user_count, timestamp
admin.role_assigned	Role assigned to user by admin	admin_user_id, target_user_id, role_id, timestamp
admin.stats_viewed	Admin viewed system statistics	admin_user_id, timestamp

Related Blueprints

Feature	Relationship	Reason
role-based-access	required	Admin panel requires RBAC to determine admin vs super_admin capabilities
login	required	Admins must authenticate before accessing the panel
in-app-notifications	required	Notification broadcasting depends on the notification delivery system
email-notifications	recommended	Email is a key notification channel for admin broadcasts
push-notifications	recommended	Push notifications extend admin broadcast reach to mobile devices
audit-logging	required	All admin actions must be audit-logged for compliance
dataverse-client	recommended	Account data may be fetched from CRM for linking
notification-preferences	recommended	Respect user notification preferences when broadcasting

AGI Readiness

Goals

Reliable Admin Panel

Administrative dashboard for user management, account linking, notification broadcasting, and system configuration

Success Metrics:

Metric	Target	Measurement
unauthorized_access_rate	0%	Failed authorization attempts that succeed
response_time_p95	< 500ms	95th percentile response time

Constraints:

• security (non-negotiable): Follow OWASP security recommendations

Autonomy

Level: supervised

Human Checkpoints:

• before making irreversible changes

Escalation Triggers:

• error_rate > 5
• consecutive_failures > 3

Verification

Invariants:

• error messages never expose internal system details

Tradeoffs

Prefer	Over	Reason
security	usability	access control must enforce least-privilege principle

Coordination

Protocol: orchestrated

Consumes:

Capability	From	Fallback
role_based_access	role-based-access	fail
login	login	fail
in_app_notifications	in-app-notifications	fail
audit_logging	audit-logging	fail

Safety

Action	Permission	Cooldown	Max Auto
unauthorized_access	autonomous	-	-
list_users	autonomous	-	-
search_users	autonomous	-	-
view_user_detail	autonomous	-	-
update_user_status	supervised	-	-
self_modification_blocked	human_required	-	-
link_account	autonomous	-	-
account_already_linked	autonomous	-	-
unlink_account	autonomous	-	-
send_notification_all	autonomous	-	-
send_notification_single	autonomous	-	-
send_notification_product	autonomous	-	-
assign_role	autonomous	-	-
view_system_stats	autonomous	-	-

UI Hints

```yaml layout: sidebar_with_content primary_nav: - label: Dashboard icon: layout-dashboard - label: Users icon: users - label: Accounts icon: link - label: Notifications icon: bell - label: System icon: settings ```