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+# Client Statistics UI Test Plan
+
+## Scope
+
+This test plan covers the UI changes for:
+
+- editing submitted `Client Tracking Statistics (Intake Statistics)` records
+- relaxing required fields in `Add Client`
+- adding date filters to the forms-history stats table
+- adding same-year date filters to the monthly statistics page
+
+## Prerequisites
+
+- the client and server are running locally
+- the database includes test data for:
+  - at least one existing intake statistics record
+  - at least one existing client
+  - monthly statistics entries across multiple months in a single year
+
+## 1. Edit Submitted Intake Statistics Records
+
+Goal: confirm staff can edit an existing submitted intake statistics record.
+
+1. Open the forms hub.
+2. Locate a `Client Tracking Statistics (Intake Statistics)` record.
+3. Open the record preview.
+4. Click `Edit Form`.
+5. Update the following:
+   - `Site`
+   - one text field such as `Assigned Case Manager` or `City`
+   - one numeric or yes/no field
+6. Save the form.
+
+Expected results:
+
+- a success toast appears
+- the drawer remains stable after save
+- reopening the same record shows the updated values
+- the updated values still appear after refreshing the page
+
+Edge checks:
+
+- edit only the `Site` field and save
+- save changes to a numeric field
+- save changes to a yes/no field
+
+## 2. Add Client Required Fields
+
+Goal: confirm only the fields through case manager are required.
+
+Expected required fields:
+
+- `First Name`
+- `Last Name`
+- `Status`
+- `Unit`
+- `Case Manager`
+
+### Happy path
+
+1. Open `Add Client`.
+2. Fill only the required fields above.
+3. Leave all later fields blank.
+4. Submit.
+
+Expected results:
+
+- the client is created successfully
+- no validation errors appear for later fields
+- the app does not insert obvious placeholder values such as `0`, `false`, or invalid dates in the UI
+
+### Validation check
+
+1. Open `Add Client`.
+2. Leave one required field blank, such as `Case Manager`.
+3. Submit.
+
+Expected results:
+
+- the form shows validation feedback
+- the client is not created
+
+### Follow-up display check
+
+1. Open the newly created client record.
+2. Review optional fields that were left blank.
+
+Expected results:
+
+- blank optional values render as blank
+- blank optional boolean fields do not display misleading `No` values
+
+## 3. Forms-History Date Filters
+
+Goal: confirm `is after`, `is before`, and `is between` work in the forms-history filter UI.
+
+### Is after
+
+1. Open the forms-history table.
+2. Add a filter:
+   - `Date`
+   - `is after`
+   - choose a known date
+
+Expected results:
+
+- only records later than the selected date remain visible
+
+### Is before
+
+1. Add a filter:
+   - `Date`
+   - `is before`
+   - choose a known date
+
+Expected results:
+
+- only records earlier than the selected date remain visible
+
+### Is between
+
+1. Add a filter:
+   - `Date`
+   - `is between`
+   - choose a start date
+   - choose an end date
+
+Expected results:
+
+- the UI shows a second date input only for `is between`
+- only records inside the selected date range remain visible
+
+### Filter composition
+
+1. Combine a date filter with another filter using `AND`.
+2. Combine a date filter with another filter using `OR`.
+
+Example combinations:
+
+- `Date is after ... AND Name contains ...`
+- `Date is between ... OR Form Title equals ...`
+
+Expected results:
+
+- combined filters behave consistently with the existing `AND` / `OR` behavior
+
+## 4. Monthly Statistics Date Filters
+
+Goal: confirm the monthly statistics page supports same-year date filtering without breaking the Jan-Dec layout.
+
+### Baseline
+
+1. Open `Monthly Statistics`.
+2. Select a year.
+
+Expected results:
+
+- the report loads normally for the selected year
+
+### Is after
+
+1. Select a year.
+2. Set the date operator to `Is after`.
+3. Choose a date within that same year.
+
+Expected results:
+
+- the report reloads successfully
+- only months after that date contribute data
+- export still works
+
+### Is before
+
+1. Select a year.
+2. Set the date operator to `Is before`.
+3. Choose a date within that same year.
+
+Expected results:
+
+- the report reloads successfully
+- only months before that date contribute data
+- export still works
+
+### Is between
+
+1. Select a year.
+2. Set the date operator to `Is between`.
+3. Choose two dates within that same year.
+
+Expected results:
+
+- the report reloads successfully
+- only months inside the selected range contribute data
+- export still works
+
+### Year-boundary behavior
+
+1. Apply a date filter.
+2. Change the selected year.
+
+Expected results:
+
+- the filter resets cleanly when the year changes
+- date input values remain constrained to the selected year
+
+## 5. Final Smoke Test
+
+1. Open forms hub.
+2. Edit an intake statistics record.
+3. Add a client with only the required fields.
+4. Use forms-history date filters.
+5. Use monthly statistics date filters.
+6. Export monthly statistics.
+
+Expected results:
+
+- no broken navigation
+- no blank-screen routes
+- no obvious UI regressions in the touched flows