feat: implement automatic cycle generation for members
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- Add CycleGenerator module with advisory lock mechanism - Add SetMembershipFeeStartDate change for auto-calculation - Extend Settings with include_joining_cycle and default_membership_fee_type_id - Add scheduled job skeleton for future Oban integration
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15 changed files with 2698 additions and 6 deletions
154
lib/membership_fees/changes/set_membership_fee_start_date.ex
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154
lib/membership_fees/changes/set_membership_fee_start_date.ex
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defmodule Mv.MembershipFees.Changes.SetMembershipFeeStartDate do
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@moduledoc """
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Ash change module that automatically calculates and sets the membership_fee_start_date.
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## Logic
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1. Only executes if `membership_fee_start_date` is not manually set
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2. Requires both `join_date` and `membership_fee_type_id` to be present
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3. Reads `include_joining_cycle` setting from global Settings
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4. Reads `interval` from the assigned `membership_fee_type`
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5. Calculates the start date:
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- If `include_joining_cycle = true`: First day of the joining cycle
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- If `include_joining_cycle = false`: First day of the next cycle after joining
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## Usage
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In a Member action:
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create :create_member do
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# ...
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change Mv.MembershipFees.Changes.SetMembershipFeeStartDate do
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where [present(:membership_fee_type_id), present(:join_date)]
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end
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end
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"""
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use Ash.Resource.Change
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alias Mv.MembershipFees.CalendarCycles
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@impl true
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def change(changeset, _opts, _context) do
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# Only calculate if membership_fee_start_date is not already set
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if has_start_date?(changeset) do
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changeset
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else
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calculate_and_set_start_date(changeset)
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end
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end
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# Check if membership_fee_start_date is already set (either in changeset or data)
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defp has_start_date?(changeset) do
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# Check if it's being set in this changeset
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case Ash.Changeset.fetch_change(changeset, :membership_fee_start_date) do
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{:ok, date} when not is_nil(date) ->
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true
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_ ->
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# Check if it already exists in the data (for updates)
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case changeset.data do
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%{membership_fee_start_date: date} when not is_nil(date) -> true
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_ -> false
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end
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end
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end
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defp calculate_and_set_start_date(changeset) do
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with {:ok, join_date} <- get_join_date(changeset),
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{:ok, membership_fee_type_id} <- get_membership_fee_type_id(changeset),
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{:ok, interval} <- get_interval(membership_fee_type_id),
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{:ok, include_joining_cycle} <- get_include_joining_cycle() do
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start_date = calculate_start_date(join_date, interval, include_joining_cycle)
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Ash.Changeset.force_change_attribute(changeset, :membership_fee_start_date, start_date)
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else
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{:error, _reason} ->
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# If we can't calculate the start date (missing required fields), just return unchanged
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changeset
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end
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end
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defp get_join_date(changeset) do
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# First check the changeset for changes
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case Ash.Changeset.fetch_change(changeset, :join_date) do
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{:ok, date} when not is_nil(date) ->
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{:ok, date}
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_ ->
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# Then check existing data
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case changeset.data do
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%{join_date: date} when not is_nil(date) -> {:ok, date}
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_ -> {:error, :join_date_not_set}
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end
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end
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end
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defp get_membership_fee_type_id(changeset) do
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# First check the changeset for changes
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case Ash.Changeset.fetch_change(changeset, :membership_fee_type_id) do
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{:ok, id} when not is_nil(id) ->
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{:ok, id}
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_ ->
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# Then check existing data
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case changeset.data do
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%{membership_fee_type_id: id} when not is_nil(id) -> {:ok, id}
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_ -> {:error, :membership_fee_type_not_set}
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end
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end
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end
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defp get_interval(membership_fee_type_id) do
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case Ash.get(Mv.MembershipFees.MembershipFeeType, membership_fee_type_id) do
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{:ok, %{interval: interval}} -> {:ok, interval}
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{:error, _} -> {:error, :membership_fee_type_not_found}
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end
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end
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defp get_include_joining_cycle do
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case Mv.Membership.get_settings() do
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{:ok, %{include_joining_cycle: include}} -> {:ok, include}
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{:error, _} -> {:ok, true}
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end
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end
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@doc """
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Calculates the membership fee start date based on join date, interval, and settings.
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## Parameters
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- `join_date` - The date the member joined
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- `interval` - The billing interval (:monthly, :quarterly, :half_yearly, :yearly)
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- `include_joining_cycle` - Whether to include the joining cycle
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## Returns
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The calculated start date (first day of the appropriate cycle).
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## Examples
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iex> calculate_start_date(~D[2024-03-15], :yearly, true)
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~D[2024-01-01]
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iex> calculate_start_date(~D[2024-03-15], :yearly, false)
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~D[2025-01-01]
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iex> calculate_start_date(~D[2024-03-15], :quarterly, true)
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~D[2024-01-01]
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iex> calculate_start_date(~D[2024-03-15], :quarterly, false)
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~D[2024-04-01]
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"""
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@spec calculate_start_date(Date.t(), atom(), boolean()) :: Date.t()
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def calculate_start_date(join_date, interval, include_joining_cycle) do
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if include_joining_cycle do
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# Start date is the first day of the joining cycle
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CalendarCycles.calculate_cycle_start(join_date, interval)
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else
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# Start date is the first day of the next cycle after joining
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join_cycle_start = CalendarCycles.calculate_cycle_start(join_date, interval)
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CalendarCycles.next_cycle_start(join_cycle_start, interval)
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end
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end
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end
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