Merge branch 'main' into bugfix/274_required_custom_fields

lib/membership/member.ex

@@ -84,7 +84,7 @@ defmodule Mv.Membership.Member do
       argument :user, :map, allow_nil?: true
 
       # Accept member fields plus membership_fee_type_id (belongs_to FK)
-      accept @member_fields ++ [:membership_fee_type_id]
+      accept @member_fields ++ [:membership_fee_type_id, :membership_fee_start_date]
 
       change manage_relationship(:custom_field_values, type: :create)
 
@@ -105,6 +105,31 @@ defmodule Mv.Membership.Member do
       change Mv.EmailSync.Changes.SyncUserEmailToMember do
         where [changing(:user)]
       end
+
+      # Auto-assign default membership fee type if not explicitly set
+      change Mv.Membership.Member.Changes.SetDefaultMembershipFeeType
+
+      # Auto-calculate membership_fee_start_date if not manually set
+      # Requires both join_date and membership_fee_type_id to be present
+      change Mv.MembershipFees.Changes.SetMembershipFeeStartDate
+
+      # Trigger cycle generation after member creation
+      # Only runs if membership_fee_type_id is set
+      # Note: Cycle generation runs asynchronously to not block the action,
+      # but in test environment it runs synchronously for DB sandbox compatibility
+      change after_transaction(fn _changeset, result, _context ->
+               case result do
+                 {:ok, member} ->
+                   if member.membership_fee_type_id && member.join_date do
+                     handle_cycle_generation(member)
+                   end
+
+                 {:error, _} ->
+                   :ok
+               end
+
+               result
+             end)
     end
 
     update :update_member do
@@ -118,7 +143,7 @@ defmodule Mv.Membership.Member do
       argument :user, :map, allow_nil?: true
 
       # Accept member fields plus membership_fee_type_id (belongs_to FK)
-      accept @member_fields ++ [:membership_fee_type_id]
+      accept @member_fields ++ [:membership_fee_type_id, :membership_fee_start_date]
 
       change manage_relationship(:custom_field_values, on_match: :update, on_no_match: :create)
 
@@ -145,6 +170,69 @@ defmodule Mv.Membership.Member do
       change Mv.EmailSync.Changes.SyncUserEmailToMember do
         where [changing(:user)]
       end
+
+      # Validate that membership fee type changes only allow same-interval types
+      change Mv.MembershipFees.Changes.ValidateSameInterval do
+        where [changing(:membership_fee_type_id)]
+      end
+
+      # Auto-calculate membership_fee_start_date when membership_fee_type_id is set
+      # and membership_fee_start_date is not already set
+      change Mv.MembershipFees.Changes.SetMembershipFeeStartDate do
+        where [changing(:membership_fee_type_id)]
+      end
+
+      # Trigger cycle regeneration when membership_fee_type_id changes
+      # This deletes future unpaid cycles and regenerates them with the new type/amount
+      # Note: Cycle regeneration runs synchronously in the same transaction to ensure atomicity
+      # CycleGenerator uses advisory locks and transactions internally to prevent race conditions
+      # Notifications are returned to Ash and sent automatically after commit
+      change after_action(fn changeset, member, _context ->
+               fee_type_changed =
+                 Ash.Changeset.changing_attribute?(changeset, :membership_fee_type_id)
+
+               if fee_type_changed && member.membership_fee_type_id && member.join_date do
+                 case regenerate_cycles_on_type_change(member) do
+                   {:ok, notifications} ->
+                     # Return notifications to Ash - they will be sent automatically after commit
+                     {:ok, member, notifications}
+
+                   {:error, reason} ->
+                     require Logger
+
+                     Logger.warning(
+                       "Failed to regenerate cycles for member #{member.id}: #{inspect(reason)}"
+                     )
+
+                     {:ok, member}
+                 end
+               else
+                 {:ok, member}
+               end
+             end)
+
+      # Trigger cycle regeneration when join_date or exit_date changes
+      # Regenerates cycles based on new dates
+      # Note: Cycle generation runs synchronously in test environment, asynchronously in production
+      # CycleGenerator uses advisory locks and transactions internally to prevent race conditions
+      # If both join_date and exit_date are changed simultaneously, this hook runs only once
+      # (Ash ensures each after_transaction hook runs once per action, regardless of how many attributes changed)
+      change after_transaction(fn changeset, result, _context ->
+               case result do
+                 {:ok, member} ->
+                   join_date_changed = Ash.Changeset.changing_attribute?(changeset, :join_date)
+                   exit_date_changed = Ash.Changeset.changing_attribute?(changeset, :exit_date)
+
+                   if (join_date_changed || exit_date_changed) && member.membership_fee_type_id do
+                     handle_cycle_generation(member)
+                   end
+
+                 {:error, _} ->
+                   :ok
+               end
+
+               result
+             end)
     end
 
     # Action to handle fuzzy search on specific fields
@@ -298,7 +386,7 @@ defmodule Mv.Membership.Member do
       end
     end
 
-    # Join date not in the future
+    # Join date not in future
     validate compare(:join_date, less_than_or_equal_to: &Date.utc_today/0),
       where: [present(:join_date)],
       message: "cannot be in the future"
@@ -386,10 +474,6 @@ defmodule Mv.Membership.Member do
       constraints min_length: 5, max_length: 254
     end
 
-    attribute :paid, :boolean do
-      allow_nil? true
-    end
-
     attribute :phone_number, :string do
       allow_nil? true
     end
@@ -455,6 +539,50 @@ defmodule Mv.Membership.Member do
     has_many :membership_fee_cycles, Mv.MembershipFees.MembershipFeeCycle
   end
 
+  calculations do
+    calculate :current_cycle_status, :atom do
+      description "Status of the current cycle (the one that is active today)"
+      # Automatically load cycles with all attributes and membership_fee_type
+      load membership_fee_cycles: [:cycle_start, :status, membership_fee_type: [:interval]]
+
+      calculation fn [member], _context ->
+        case get_current_cycle(member) do
+          nil -> [nil]
+          cycle -> [cycle.status]
+        end
+      end
+
+      constraints one_of: [:unpaid, :paid, :suspended]
+    end
+
+    calculate :last_cycle_status, :atom do
+      description "Status of the last completed cycle (the most recent cycle that has ended)"
+      # Automatically load cycles with all attributes and membership_fee_type
+      load membership_fee_cycles: [:cycle_start, :status, membership_fee_type: [:interval]]
+
+      calculation fn [member], _context ->
+        case get_last_completed_cycle(member) do
+          nil -> [nil]
+          cycle -> [cycle.status]
+        end
+      end
+
+      constraints one_of: [:unpaid, :paid, :suspended]
+    end
+
+    calculate :overdue_count, :integer do
+      description "Count of unpaid cycles that have already ended (cycle_end < today)"
+      # Automatically load cycles with all attributes and membership_fee_type
+      load membership_fee_cycles: [:cycle_start, :status, membership_fee_type: [:interval]]
+
+      calculation fn [member], _context ->
+        overdue = get_overdue_cycles(member)
+        count = if is_list(overdue), do: length(overdue), else: 0
+        [count]
+      end
+    end
+  end
+
   # Define identities for upsert operations
   identities do
     identity :unique_email, [:email]
@@ -501,6 +629,345 @@ defmodule Mv.Membership.Member do
 
   def show_in_overview?(_), do: true
 
+  # Helper functions for cycle status calculations
+  #
+  # These functions expect membership_fee_cycles to be loaded with membership_fee_type
+  # preloaded. The calculations explicitly load this relationship, but if called
+  # directly, ensure membership_fee_type is loaded or the functions will return
+  # nil/[] when membership_fee_type is missing.
+
+  @doc false
+  @spec get_current_cycle(Member.t()) :: MembershipFeeCycle.t() | nil
+  def get_current_cycle(member) do
+    today = Date.utc_today()
+
+    # Check if cycles are already loaded
+    cycles = Map.get(member, :membership_fee_cycles)
+
+    if is_list(cycles) and cycles != [] do
+      Enum.find(cycles, &current_cycle?(&1, today))
+    else
+      nil
+    end
+  end
+
+  # Checks if a cycle is the current cycle (active today)
+  defp current_cycle?(cycle, today) do
+    case Map.get(cycle, :membership_fee_type) do
+      %{interval: interval} ->
+        cycle_end =
+          Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle.cycle_start, interval)
+
+        Date.compare(cycle.cycle_start, today) in [:lt, :eq] and
+          Date.compare(today, cycle_end) in [:lt, :eq]
+
+      _ ->
+        false
+    end
+  end
+
+  @doc false
+  @spec get_last_completed_cycle(Member.t()) :: MembershipFeeCycle.t() | nil
+  def get_last_completed_cycle(member) do
+    today = Date.utc_today()
+
+    # Check if cycles are already loaded
+    cycles = Map.get(member, :membership_fee_cycles)
+
+    if is_list(cycles) and cycles != [] do
+      cycles
+      |> filter_completed_cycles(today)
+      |> sort_cycles_by_end_date()
+      |> List.first()
+    else
+      nil
+    end
+  end
+
+  # Filters cycles that have ended (cycle_end < today)
+  defp filter_completed_cycles(cycles, today) do
+    Enum.filter(cycles, fn cycle ->
+      case Map.get(cycle, :membership_fee_type) do
+        %{interval: interval} ->
+          cycle_end =
+            Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle.cycle_start, interval)
+
+          Date.compare(today, cycle_end) == :gt
+
+        _ ->
+          false
+      end
+    end)
+  end
+
+  # Sorts cycles by end date in descending order
+  defp sort_cycles_by_end_date(cycles) do
+    Enum.sort_by(
+      cycles,
+      fn cycle ->
+        interval = Map.get(cycle, :membership_fee_type).interval
+        Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle.cycle_start, interval)
+      end,
+      {:desc, Date}
+    )
+  end
+
+  @doc false
+  @spec get_overdue_cycles(Member.t()) :: [MembershipFeeCycle.t()]
+  def get_overdue_cycles(member) do
+    today = Date.utc_today()
+
+    # Check if cycles are already loaded
+    cycles = Map.get(member, :membership_fee_cycles)
+
+    if is_list(cycles) and cycles != [] do
+      filter_overdue_cycles(cycles, today)
+    else
+      []
+    end
+  end
+
+  # Filters cycles that are unpaid and have ended (cycle_end < today)
+  defp filter_overdue_cycles(cycles, today) do
+    Enum.filter(cycles, fn cycle ->
+      case Map.get(cycle, :membership_fee_type) do
+        %{interval: interval} ->
+          cycle_end =
+            Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle.cycle_start, interval)
+
+          cycle.status == :unpaid and Date.compare(today, cycle_end) == :gt
+
+        _ ->
+          false
+      end
+    end)
+  end
+
+  # Regenerates cycles when membership fee type changes
+  # Deletes future unpaid cycles and regenerates them with the new type/amount
+  # Uses advisory lock to prevent concurrent modifications
+  # Returns {:ok, notifications} or {:error, reason} where notifications are collected
+  # to be sent after transaction commits
+  @doc false
+  def regenerate_cycles_on_type_change(member) do
+    today = Date.utc_today()
+    lock_key = :erlang.phash2(member.id)
+
+    # Use advisory lock to prevent concurrent deletion and regeneration
+    # This ensures atomicity when multiple updates happen simultaneously
+    if Mv.Repo.in_transaction?() do
+      regenerate_cycles_in_transaction(member, today, lock_key)
+    else
+      regenerate_cycles_new_transaction(member, today, lock_key)
+    end
+  end
+
+  # Already in transaction: use advisory lock directly
+  # Returns {:ok, notifications} - notifications should be returned to after_action hook
+  defp regenerate_cycles_in_transaction(member, today, lock_key) do
+    Ecto.Adapters.SQL.query!(Mv.Repo, "SELECT pg_advisory_xact_lock($1)", [lock_key])
+    do_regenerate_cycles_on_type_change(member, today, skip_lock?: true)
+  end
+
+  # Not in transaction: start new transaction with advisory lock
+  # Returns {:ok, notifications} - notifications should be sent by caller (e.g., via after_action)
+  defp regenerate_cycles_new_transaction(member, today, lock_key) do
+    Mv.Repo.transaction(fn ->
+      Ecto.Adapters.SQL.query!(Mv.Repo, "SELECT pg_advisory_xact_lock($1)", [lock_key])
+
+      case do_regenerate_cycles_on_type_change(member, today, skip_lock?: true) do
+        {:ok, notifications} ->
+          # Return notifications - they will be sent by the caller
+          notifications
+
+        {:error, reason} ->
+          Mv.Repo.rollback(reason)
+      end
+    end)
+    |> case do
+      {:ok, notifications} -> {:ok, notifications}
+      {:error, reason} -> {:error, reason}
+    end
+  end
+
+  # Performs the actual cycle deletion and regeneration
+  # Returns {:ok, notifications} or {:error, reason}
+  # notifications are collected to be sent after transaction commits
+  defp do_regenerate_cycles_on_type_change(member, today, opts) do
+    require Ash.Query
+
+    skip_lock? = Keyword.get(opts, :skip_lock?, false)
+
+    # Find all unpaid cycles for this member
+    # We need to check cycle_end for each cycle using its own interval
+    all_unpaid_cycles_query =
+      Mv.MembershipFees.MembershipFeeCycle
+      |> Ash.Query.filter(member_id == ^member.id)
+      |> Ash.Query.filter(status == :unpaid)
+      |> Ash.Query.load([:membership_fee_type])
+
+    case Ash.read(all_unpaid_cycles_query) do
+      {:ok, all_unpaid_cycles} ->
+        cycles_to_delete = filter_future_cycles(all_unpaid_cycles, today)
+        delete_and_regenerate_cycles(cycles_to_delete, member.id, today, skip_lock?: skip_lock?)
+
+      {:error, reason} ->
+        {:error, reason}
+    end
+  end
+
+  # Filters cycles that haven't ended yet (cycle_end >= today)
+  # These are the "future" cycles that should be regenerated
+  defp filter_future_cycles(all_unpaid_cycles, today) do
+    Enum.filter(all_unpaid_cycles, fn cycle ->
+      case cycle.membership_fee_type do
+        %{interval: interval} ->
+          cycle_end =
+            Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle.cycle_start, interval)
+
+          Date.compare(today, cycle_end) in [:lt, :eq]
+
+        _ ->
+          false
+      end
+    end)
+  end
+
+  # Deletes future cycles and regenerates them with the new type/amount
+  # Passes today to ensure consistent date across deletion and regeneration
+  # Returns {:ok, notifications} or {:error, reason}
+  defp delete_and_regenerate_cycles(cycles_to_delete, member_id, today, opts) do
+    skip_lock? = Keyword.get(opts, :skip_lock?, false)
+
+    if Enum.empty?(cycles_to_delete) do
+      # No cycles to delete, just regenerate
+      regenerate_cycles(member_id, today, skip_lock?: skip_lock?)
+    else
+      case delete_cycles(cycles_to_delete) do
+        :ok -> regenerate_cycles(member_id, today, skip_lock?: skip_lock?)
+        {:error, reason} -> {:error, reason}
+      end
+    end
+  end
+
+  # Deletes cycles and returns :ok if all succeeded, {:error, reason} otherwise
+  defp delete_cycles(cycles_to_delete) do
+    delete_results =
+      Enum.map(cycles_to_delete, fn cycle ->
+        Ash.destroy(cycle)
+      end)
+
+    if Enum.any?(delete_results, &match?({:error, _}, &1)) do
+      {:error, :deletion_failed}
+    else
+      :ok
+    end
+  end
+
+  # Regenerates cycles with new type/amount
+  # Passes today to ensure consistent date across deletion and regeneration
+  # skip_lock?: true means advisory lock is already set by caller
+  # Returns {:ok, notifications} - notifications should be returned to after_action hook
+  defp regenerate_cycles(member_id, today, opts) do
+    skip_lock? = Keyword.get(opts, :skip_lock?, false)
+
+    case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(
+           member_id,
+           today: today,
+           skip_lock?: skip_lock?
+         ) do
+      {:ok, _cycles, notifications} when is_list(notifications) ->
+        {:ok, notifications}
+
+      {:error, reason} ->
+        {:error, reason}
+    end
+  end
+
+  # Handles cycle generation for a member, choosing sync or async execution
+  # based on environment (test vs production)
+  # This function encapsulates the common logic for cycle generation
+  # to avoid code duplication across different hooks
+  defp handle_cycle_generation(member) do
+    if Mv.Config.sql_sandbox?() do
+      handle_cycle_generation_sync(member)
+    else
+      handle_cycle_generation_async(member)
+    end
+  end
+
+  # Runs cycle generation synchronously (for test environment)
+  defp handle_cycle_generation_sync(member) do
+    require Logger
+
+    case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(
+           member.id,
+           today: Date.utc_today()
+         ) do
+      {:ok, cycles, notifications} ->
+        send_notifications_if_any(notifications)
+        log_cycle_generation_success(member, cycles, notifications, sync: true)
+
+      {:error, reason} ->
+        log_cycle_generation_error(member, reason, sync: true)
+    end
+  end
+
+  # Runs cycle generation asynchronously (for production environment)
+  defp handle_cycle_generation_async(member) do
+    Task.Supervisor.async_nolink(Mv.TaskSupervisor, fn ->
+      case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(member.id) do
+        {:ok, cycles, notifications} ->
+          send_notifications_if_any(notifications)
+          log_cycle_generation_success(member, cycles, notifications, sync: false)
+
+        {:error, reason} ->
+          log_cycle_generation_error(member, reason, sync: false)
+      end
+    end)
+  end
+
+  # Sends notifications if any are present
+  defp send_notifications_if_any(notifications) do
+    if Enum.any?(notifications) do
+      Ash.Notifier.notify(notifications)
+    end
+  end
+
+  # Logs successful cycle generation
+  defp log_cycle_generation_success(member, cycles, notifications, sync: sync?) do
+    require Logger
+
+    sync_label = if sync?, do: "", else: " (async)"
+
+    Logger.debug(
+      "Successfully generated cycles for member#{sync_label}",
+      member_id: member.id,
+      cycles_count: length(cycles),
+      notifications_count: length(notifications)
+    )
+  end
+
+  # Logs cycle generation errors
+  defp log_cycle_generation_error(member, reason, sync: sync?) do
+    require Logger
+
+    sync_label = if sync?, do: "", else: " (async)"
+
+    Logger.error(
+      "Failed to generate cycles for member#{sync_label}",
+      member_id: member.id,
+      member_email: member.email,
+      error: inspect(reason),
+      error_type: error_type(reason)
+    )
+  end
+
+  # Helper to extract error type for structured logging
+  defp error_type(%{__struct__: struct_name}), do: struct_name
+  defp error_type(error) when is_atom(error), do: error
+  defp error_type(_), do: :unknown
+
   # Normalizes visibility config map keys from strings to atoms.
   # JSONB in PostgreSQL converts atom keys to string keys when storing.
   defp normalize_visibility_config(config) when is_map(config) do