Add CustomField resource policies and tests

- Add policies block with HasPermission for read/create/update/destroy
- Add authorizers: [Ash.Policy.Authorizer] to CustomField resource
- Add custom_field_policies_test.exs (read all roles, write admin only)
- Fix CustomField path in roles-and-permissions doc (lib/membership)

docs/roles-and-permissions-architecture.md

@@ -1101,28 +1101,23 @@ end
 
 ### CustomField Resource Policies
 
-**Location:** `lib/mv/membership/custom_field.ex`
+**Location:** `lib/membership/custom_field.ex`
 
 **No Special Cases:** All users can read, only admin can write.
 
 ```elixir
 defmodule Mv.Membership.CustomField do
-  use Ash.Resource, ...
+  use Ash.Resource,
+    domain: Mv.Membership,
+    data_layer: AshPostgres.DataLayer,
+    authorizers: [Ash.Policy.Authorizer]
 
   policies do
-    # All authenticated users can read custom fields (needed for forms)
-    # Write operations are admin-only
     policy action_type([:read, :create, :update, :destroy]) do
       description "Check permissions from user's role"
       authorize_if Mv.Authorization.Checks.HasPermission
     end
-    
-    # DEFAULT: Forbid
-    policy action_type([:read, :create, :update, :destroy]) do
-      forbid_if always()
   end
-  end
-  
   # ...
 end
 ```

lib/membership/custom_field.ex

@@ -50,7 +50,8 @@ defmodule Mv.Membership.CustomField do
   """
   use Ash.Resource,
     domain: Mv.Membership,
-    data_layer: AshPostgres.DataLayer
+    data_layer: AshPostgres.DataLayer,
+    authorizers: [Ash.Policy.Authorizer]
 
   postgres do
     table "custom_fields"
@@ -79,6 +80,13 @@ defmodule Mv.Membership.CustomField do
     end
   end
 
+  policies do
+    policy action_type([:read, :create, :update, :destroy]) do
+      description "Check permissions from user's role"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+  end
+
   attributes do
     uuid_primary_key :id
 

test/mv/membership/custom_field_policies_test.exs

@@ -0,0 +1,188 @@
+defmodule Mv.Membership.CustomFieldPoliciesTest do
+  @moduledoc """
+  Tests for CustomField resource authorization policies.
+
+  Verifies that all authenticated users with a valid role can read custom fields,
+  and only admin can create/update/destroy custom fields.
+  """
+  use Mv.DataCase, async: false
+
+  alias Mv.Membership.CustomField
+  alias Mv.Accounts
+  alias Mv.Authorization
+
+  setup do
+    system_actor = Mv.Helpers.SystemActor.get_system_actor()
+    %{actor: system_actor}
+  end
+
+  defp create_role_with_permission_set(permission_set_name, actor) do
+    role_name = "Test Role #{permission_set_name} #{System.unique_integer([:positive])}"
+
+    case Authorization.create_role(
+           %{
+             name: role_name,
+             description: "Test role for #{permission_set_name}",
+             permission_set_name: permission_set_name
+           },
+           actor: actor
+         ) do
+      {:ok, role} -> role
+      {:error, error} -> raise "Failed to create role: #{inspect(error)}"
+    end
+  end
+
+  defp create_user_with_permission_set(permission_set_name, actor) do
+    role = create_role_with_permission_set(permission_set_name, actor)
+
+    {:ok, user} =
+      Accounts.User
+      |> Ash.Changeset.for_create(:register_with_password, %{
+        email: "user#{System.unique_integer([:positive])}@example.com",
+        password: "testpassword123"
+      })
+      |> Ash.create(actor: actor)
+
+    {:ok, user} =
+      user
+      |> Ash.Changeset.for_update(:update, %{})
+      |> Ash.Changeset.manage_relationship(:role, role, type: :append_and_remove)
+      |> Ash.update(actor: actor)
+
+    {:ok, user_with_role} = Ash.load(user, :role, domain: Mv.Accounts, actor: actor)
+    user_with_role
+  end
+
+  defp create_custom_field(actor) do
+    {:ok, field} =
+      CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "test_field_#{System.unique_integer([:positive])}",
+        value_type: :string
+      })
+      |> Ash.create(actor: actor, domain: Mv.Membership)
+
+    field
+  end
+
+  describe "read access (all roles)" do
+    test "user with own_data can read all custom fields", %{actor: actor} do
+      custom_field = create_custom_field(actor)
+      user = create_user_with_permission_set("own_data", actor)
+
+      {:ok, fields} = Ash.read(CustomField, actor: user, domain: Mv.Membership)
+      ids = Enum.map(fields, & &1.id)
+      assert custom_field.id in ids
+
+      {:ok, fetched} = Ash.get(CustomField, custom_field.id, actor: user, domain: Mv.Membership)
+      assert fetched.id == custom_field.id
+    end
+
+    test "user with read_only can read all custom fields", %{actor: actor} do
+      custom_field = create_custom_field(actor)
+      user = create_user_with_permission_set("read_only", actor)
+
+      {:ok, fields} = Ash.read(CustomField, actor: user, domain: Mv.Membership)
+      ids = Enum.map(fields, & &1.id)
+      assert custom_field.id in ids
+
+      {:ok, fetched} = Ash.get(CustomField, custom_field.id, actor: user, domain: Mv.Membership)
+      assert fetched.id == custom_field.id
+    end
+
+    test "user with normal_user can read all custom fields", %{actor: actor} do
+      custom_field = create_custom_field(actor)
+      user = create_user_with_permission_set("normal_user", actor)
+
+      {:ok, fields} = Ash.read(CustomField, actor: user, domain: Mv.Membership)
+      ids = Enum.map(fields, & &1.id)
+      assert custom_field.id in ids
+
+      {:ok, fetched} = Ash.get(CustomField, custom_field.id, actor: user, domain: Mv.Membership)
+      assert fetched.id == custom_field.id
+    end
+
+    test "user with admin can read all custom fields", %{actor: actor} do
+      custom_field = create_custom_field(actor)
+      user = create_user_with_permission_set("admin", actor)
+
+      {:ok, fields} = Ash.read(CustomField, actor: user, domain: Mv.Membership)
+      ids = Enum.map(fields, & &1.id)
+      assert custom_field.id in ids
+
+      {:ok, fetched} = Ash.get(CustomField, custom_field.id, actor: user, domain: Mv.Membership)
+      assert fetched.id == custom_field.id
+    end
+  end
+
+  describe "write access - non-admin cannot create/update/destroy" do
+    setup %{actor: actor} do
+      user = create_user_with_permission_set("normal_user", actor)
+      custom_field = create_custom_field(actor)
+      %{user: user, custom_field: custom_field}
+    end
+
+    test "non-admin cannot create custom field (forbidden)", %{user: user} do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               CustomField
+               |> Ash.Changeset.for_create(:create, %{
+                 name: "forbidden_field_#{System.unique_integer([:positive])}",
+                 value_type: :string
+               })
+               |> Ash.create(actor: user, domain: Mv.Membership)
+    end
+
+    test "non-admin cannot update custom field (forbidden)", %{
+      user: user,
+      custom_field: custom_field
+    } do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               custom_field
+               |> Ash.Changeset.for_update(:update, %{description: "Updated"})
+               |> Ash.update(actor: user, domain: Mv.Membership)
+    end
+
+    test "non-admin cannot destroy custom field (forbidden)", %{
+      user: user,
+      custom_field: custom_field
+    } do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               Ash.destroy(custom_field, actor: user, domain: Mv.Membership)
+    end
+  end
+
+  describe "write access - admin can create/update/destroy" do
+    setup %{actor: actor} do
+      user = create_user_with_permission_set("admin", actor)
+      custom_field = create_custom_field(actor)
+      %{user: user, custom_field: custom_field}
+    end
+
+    test "admin can create custom field", %{user: user} do
+      name = "admin_field_#{System.unique_integer([:positive])}"
+
+      assert {:ok, %CustomField{} = field} =
+               CustomField
+               |> Ash.Changeset.for_create(:create, %{name: name, value_type: :string})
+               |> Ash.create(actor: user, domain: Mv.Membership)
+
+      assert field.name == name
+    end
+
+    test "admin can update custom field", %{user: user, custom_field: custom_field} do
+      assert {:ok, updated} =
+               custom_field
+               |> Ash.Changeset.for_update(:update, %{description: "Admin updated"})
+               |> Ash.update(actor: user, domain: Mv.Membership)
+
+      assert updated.description == "Admin updated"
+    end
+
+    test "admin can destroy custom field", %{user: user, custom_field: custom_field} do
+      assert :ok = Ash.destroy(custom_field, actor: user, domain: Mv.Membership)
+
+      assert {:error, _} =
+               Ash.get(CustomField, custom_field.id, domain: Mv.Membership, actor: user)
+    end
+  end
+end