Merge remote-tracking branch 'origin/main' into feature/ui-for-adding-members-groups

lib/accounts/user.ex

@@ -8,6 +8,9 @@ defmodule Mv.Accounts.User do
     extensions: [AshAuthentication],
     authorizers: [Ash.Policy.Authorizer]
 
+  require Ash.Query
+  import Ash.Expr
+
   postgres do
     table "users"
     repo Mv.Repo
@@ -146,9 +149,10 @@ defmodule Mv.Accounts.User do
 
     update :update_user do
       description "Updates a user and manages the optional member relationship. To change an existing member link, first remove it (set member to nil), then add the new one."
-      # Only accept email directly - member_id is NOT in accept list
-      # This prevents direct foreign key manipulation, forcing use of manage_relationship
-      accept [:email]
+
+      # Accept email and role_id (role_id only used by admins; policy restricts update_user to admins).
+      # member_id is NOT in accept list - use argument :member for relationship management.
+      accept [:email, :role_id]
       # Allow member to be passed as argument for relationship management
       argument :member, :map, allow_nil?: true
 
@@ -183,6 +187,13 @@ defmodule Mv.Accounts.User do
       require_atomic? false
     end
 
+    # Internal: set role from OIDC group sync (Mv.OidcRoleSync). Bypass policy when context.private.oidc_role_sync.
+    # Same "at least one admin" validation as update_user (see validations where action_is).
+    update :set_role_from_oidc_sync do
+      accept [:role_id]
+      require_atomic? false
+    end
+
     # Admin action for direct password changes in admin panel
     # Uses the official Ash Authentication HashPasswordChange with correct context
     update :admin_set_password do
@@ -247,6 +258,8 @@ defmodule Mv.Accounts.User do
     end
 
     read :sign_in_with_rauthy do
+      # Single record expected; required for AshAuthentication OAuth2 strategy (returns list of 0 or 1).
+      get? true
       argument :user_info, :map, allow_nil?: false
       argument :oauth_tokens, :map, allow_nil?: false
       prepare AshAuthentication.Strategy.OAuth2.SignInPreparation
@@ -256,6 +269,27 @@ defmodule Mv.Accounts.User do
       # linked their account via OIDC. Password-only users (oidc_id = nil)
       # cannot be accessed via OIDC login without password verification.
       filter expr(oidc_id == get_path(^arg(:user_info), [:sub]))
+
+      # Sync role from OIDC groups after sign-in (e.g. admin group → Admin role)
+      # get? true can return nil, a single %User{}, or a list; normalize to list for Enum.each
+      prepare Ash.Resource.Preparation.Builtins.after_action(fn query, result, _context ->
+                user_info = Ash.Query.get_argument(query, :user_info) || %{}
+                oauth_tokens = Ash.Query.get_argument(query, :oauth_tokens) || %{}
+
+                users =
+                  case result do
+                    nil -> []
+                    u when is_struct(u, User) -> [u]
+                    list when is_list(list) -> list
+                    _ -> []
+                  end
+
+                Enum.each(users, fn user ->
+                  Mv.OidcRoleSync.apply_admin_role_from_user_info(user, user_info, oauth_tokens)
+                end)
+
+                {:ok, result}
+              end)
     end
 
     create :register_with_rauthy do
@@ -293,6 +327,18 @@ defmodule Mv.Accounts.User do
 
       # Sync user email to member when linking (User → Member)
       change Mv.EmailSync.Changes.SyncUserEmailToMember
+
+      # Sync role from OIDC groups (e.g. admin group → Admin role) after user is created/updated
+      change fn changeset, _ctx ->
+        user_info = Ash.Changeset.get_argument(changeset, :user_info)
+        oauth_tokens = Ash.Changeset.get_argument(changeset, :oauth_tokens) || %{}
+
+        Ash.Changeset.after_action(changeset, fn _cs, record ->
+          Mv.OidcRoleSync.apply_admin_role_from_user_info(record, user_info, oauth_tokens)
+          # Return original record so __metadata__.token (from GenerateTokenChange) is preserved
+          {:ok, record}
+        end)
+      end
     end
   end
 
@@ -319,6 +365,13 @@ defmodule Mv.Accounts.User do
       authorize_if Mv.Authorization.Checks.ActorIsAdmin
     end
 
+    # set_role_from_oidc_sync: internal only (called from Mv.OidcRoleSync on registration/sign-in).
+    # Not exposed in code_interface; only allowed when context.private.oidc_role_sync is set.
+    bypass action(:set_role_from_oidc_sync) do
+      description "Internal: OIDC role sync (server-side only)"
+      authorize_if Mv.Authorization.Checks.OidcRoleSyncContext
+    end
+
     # UPDATE/DESTROY via HasPermission (evaluates PermissionSets scope)
     policy action_type([:read, :create, :update, :destroy]) do
       description "Check permissions from user's role and permission set"
@@ -387,6 +440,63 @@ defmodule Mv.Accounts.User do
       end
     end
 
+    # Last-admin: prevent the only admin from leaving the admin role (at least one admin required).
+    # Only block when the user is leaving admin (target role is not admin). Switching between
+    # two admin roles (e.g. "Admin" and "Superadmin" both with permission_set_name "admin") is allowed.
+    validate fn changeset, _context ->
+               if Ash.Changeset.changing_attribute?(changeset, :role_id) do
+                 new_role_id = Ash.Changeset.get_attribute(changeset, :role_id)
+
+                 if is_nil(new_role_id) do
+                   :ok
+                 else
+                   current_role_id = changeset.data.role_id
+
+                   current_role =
+                     Mv.Authorization.Role
+                     |> Ash.get!(current_role_id, authorize?: false)
+
+                   new_role =
+                     Mv.Authorization.Role
+                     |> Ash.get!(new_role_id, authorize?: false)
+
+                   # Only block when current user is admin and target role is not admin (leaving admin)
+                   if current_role.permission_set_name == "admin" and
+                        new_role.permission_set_name != "admin" do
+                     admin_role_ids =
+                       Mv.Authorization.Role
+                       |> Ash.Query.for_read(:read)
+                       |> Ash.Query.filter(expr(permission_set_name == "admin"))
+                       |> Ash.read!(authorize?: false)
+                       |> Enum.map(& &1.id)
+
+                     # Count only non-system users with admin role (system user is for internal ops)
+                     system_email = Mv.Helpers.SystemActor.system_user_email()
+
+                     count =
+                       Mv.Accounts.User
+                       |> Ash.Query.for_read(:read)
+                       |> Ash.Query.filter(expr(role_id in ^admin_role_ids))
+                       |> Ash.Query.filter(expr(email != ^system_email))
+                       |> Ash.count!(authorize?: false)
+
+                     if count <= 1 do
+                       {:error,
+                        field: :role_id, message: "At least one user must keep the Admin role."}
+                     else
+                       :ok
+                     end
+                   else
+                     :ok
+                   end
+                 end
+               else
+                 :ok
+               end
+             end,
+             on: [:update],
+             where: [action_is([:update_user, :set_role_from_oidc_sync])]
+
     # Prevent modification of the system actor user (required for internal operations).
     # Block update/destroy on UI-exposed actions only; :update_internal is used by bootstrap/tests.
     validate fn changeset, _context ->

lib/membership/group.ex

@@ -36,7 +36,8 @@ defmodule Mv.Membership.Group do
   """
   use Ash.Resource,
     domain: Mv.Membership,
-    data_layer: AshPostgres.DataLayer
+    data_layer: AshPostgres.DataLayer,
+    authorizers: [Ash.Policy.Authorizer]
 
   require Ash.Query
   alias Mv.Helpers
@@ -63,6 +64,13 @@ defmodule Mv.Membership.Group do
     end
   end
 
+  policies do
+    policy action_type([:read, :create, :update, :destroy]) do
+      description "Check permissions from role (all can read; normal_user and admin can create/update/destroy)"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+  end
+
   validations do
     validate present(:name)
 
@@ -136,7 +144,7 @@ defmodule Mv.Membership.Group do
     query =
       Mv.Membership.Group
       |> Ash.Query.filter(fragment("LOWER(?) = LOWER(?)", name, ^name))
-      |> maybe_exclude_id(exclude_id)
+      |> Helpers.query_exclude_id(exclude_id)
 
     opts = Helpers.ash_actor_opts(actor)
 
@@ -155,7 +163,4 @@ defmodule Mv.Membership.Group do
         :ok
     end
   end
-
-  defp maybe_exclude_id(query, nil), do: query
-  defp maybe_exclude_id(query, id), do: Ash.Query.filter(query, id != ^id)
 end

lib/membership/member.ex

@@ -25,6 +25,7 @@ defmodule Mv.Membership.Member do
   - Postal code format: exactly 5 digits (German format)
   - Date validations: join_date not in future, exit_date after join_date
   - Email uniqueness: prevents conflicts with unlinked users
+  - Linked member email change: only admins or the linked user may change a linked member's email (see `Mv.Membership.Member.Validations.EmailChangePermission`)
 
   ## Full-Text Search
   Members have a `search_vector` attribute (tsvector) that is automatically
@@ -152,16 +153,18 @@ defmodule Mv.Membership.Member do
 
       change manage_relationship(:custom_field_values, on_match: :update, on_no_match: :create)
 
+      # When :user argument is present and nil/empty, unrelate (admin-only via policy).
+      # Must run before manage_relationship; on_missing: :ignore then does nothing for nil input.
+      change Mv.Membership.Member.Changes.UnrelateUserWhenArgumentNil
+
       # Manage the user relationship during member update
+      # on_missing: :ignore so that omitting :user does NOT unlink (security: only admins may
+      # change the link; unlink is explicit via user: nil, forbidden for non-admins by policy).
       change manage_relationship(:user, :user,
-               # Look up existing user and relate to it
                on_lookup: :relate,
-               # Error if user doesn't exist in database
                on_no_match: :error,
-               # Error if user is already linked to another member (prevents "stealing")
                on_match: :error,
-               # If no user provided, remove existing relationship (allows user removal)
-               on_missing: :unrelate
+               on_missing: :ignore
              )
 
       # Sync member email to user when email changes (Member → User)
@@ -311,14 +314,18 @@ defmodule Mv.Membership.Member do
       authorize_if expr(id == ^actor(:member_id))
     end
 
-    # GENERAL: Check permissions from user's role
-    # HasPermission handles update permissions correctly:
-    # - :own_data → can update linked member (scope :linked)
-    # - :read_only → cannot update any member (no update permission)
-    # - :normal_user → can update all members (scope :all)
-    # - :admin → can update all members (scope :all)
-    policy action_type([:read, :create, :update, :destroy]) do
-      description "Check permissions from user's role and permission set"
+    # READ/DESTROY: Check permissions only (no :user argument on these actions)
+    policy action_type([:read, :destroy]) do
+      description "Check permissions from user's role"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+
+    # CREATE/UPDATE: Forbid member–user link unless admin, then check permissions
+    # ForbidMemberUserLinkUnlessAdmin: only admins may pass :user (link or unlink via nil/empty).
+    # HasPermission: :own_data → update linked; :read_only → no update; :normal_user/admin → update all.
+    policy action_type([:create, :update]) do
+      description "Forbid user link unless admin; then check permissions"
+      forbid_if Mv.Authorization.Checks.ForbidMemberUserLinkUnlessAdmin
       authorize_if Mv.Authorization.Checks.HasPermission
     end
 
@@ -381,6 +388,9 @@ defmodule Mv.Membership.Member do
     # Validates that member email is not already used by another (unlinked) user
     validate Mv.Membership.Member.Validations.EmailNotUsedByOtherUser
 
+    # Only admins or the linked user may change a linked member's email (prevents breaking sync)
+    validate Mv.Membership.Member.Validations.EmailChangePermission, on: [:update]
+
     # Prevent linking to a user that already has a member
     # This validation prevents "stealing" users from other members by checking
     # if the target user is already linked to a different member

lib/membership/member/changes/unrelate_user_when_argument_nil.ex

@@ -0,0 +1,50 @@
+defmodule Mv.Membership.Member.Changes.UnrelateUserWhenArgumentNil do
+  @moduledoc """
+  When :user argument is present and nil/empty on update_member, unrelate the current user.
+
+  With on_missing: :ignore, manage_relationship does not unrelate when input is nil/[].
+  This change handles explicit unlink (user: nil or user: %{}) by updating the linked
+  User to set member_id = nil. Only runs when the argument key is present (policy
+  ForbidMemberUserLinkUnlessAdmin ensures only admins can pass :user).
+  """
+  use Ash.Resource.Change
+
+  @spec change(Ash.Changeset.t(), keyword(), Ash.Resource.Change.context()) :: Ash.Changeset.t()
+  def change(changeset, _opts, _context) do
+    if unlink_requested?(changeset) do
+      unrelate_current_user(changeset)
+    else
+      changeset
+    end
+  end
+
+  defp unlink_requested?(changeset) do
+    args = changeset.arguments || %{}
+
+    if Map.has_key?(args, :user) or Map.has_key?(args, "user") do
+      user_arg = Ash.Changeset.get_argument(changeset, :user)
+      user_arg == nil or (is_map(user_arg) and map_size(user_arg) == 0)
+    else
+      false
+    end
+  end
+
+  defp unrelate_current_user(changeset) do
+    member = changeset.data
+    actor = Map.get(changeset.context || %{}, :actor)
+
+    case Ash.load(member, :user, domain: Mv.Membership, authorize?: false) do
+      {:ok, %{user: user}} when not is_nil(user) ->
+        # User's :update action only accepts [:email]; use :update_user so
+        # manage_relationship(:member, ..., on_missing: :unrelate) runs and clears member_id.
+        user
+        |> Ash.Changeset.for_update(:update_user, %{member: nil}, domain: Mv.Accounts)
+        |> Ash.update(domain: Mv.Accounts, actor: actor, authorize?: false)
+
+        changeset
+
+      _ ->
+        changeset
+    end
+  end
+end

lib/membership/member_group.ex

@@ -39,7 +39,8 @@ defmodule Mv.Membership.MemberGroup do
   """
   use Ash.Resource,
     domain: Mv.Membership,
-    data_layer: AshPostgres.DataLayer
+    data_layer: AshPostgres.DataLayer,
+    authorizers: [Ash.Policy.Authorizer]
 
   require Ash.Query
 
@@ -56,6 +57,26 @@ defmodule Mv.Membership.MemberGroup do
     end
   end
 
+  # Authorization: read uses bypass for :linked (own_data only) then HasPermission for :all;
+  # create/destroy use HasPermission (normal_user + admin only).
+  # Single check: own_data gets filter via auto_filter; admin does not match, gets :all from HasPermission.
+  policies do
+    bypass action_type(:read) do
+      description "own_data: read only member_groups where member_id == actor.member_id"
+      authorize_if Mv.Authorization.Checks.MemberGroupReadLinkedForOwnData
+    end
+
+    policy action_type(:read) do
+      description "Check read permission from role (read_only/normal_user/admin :all)"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+
+    policy action_type([:create, :destroy]) do
+      description "Check create/destroy from role (normal_user + admin only)"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+  end
+
   validations do
     validate present(:member_id)
     validate present(:group_id)
@@ -118,7 +139,7 @@ defmodule Mv.Membership.MemberGroup do
     query =
       Mv.Membership.MemberGroup
       |> Ash.Query.filter(member_id == ^member_id and group_id == ^group_id)
-      |> maybe_exclude_id(exclude_id)
+      |> Helpers.query_exclude_id(exclude_id)
 
     opts = Helpers.ash_actor_opts(actor)
 
@@ -135,7 +156,4 @@ defmodule Mv.Membership.MemberGroup do
         :ok
     end
   end
-
-  defp maybe_exclude_id(query, nil), do: query
-  defp maybe_exclude_id(query, id), do: Ash.Query.filter(query, id != ^id)
 end

lib/membership/setting.ex

@@ -155,12 +155,15 @@ defmodule Mv.Membership.Setting do
              on: [:create, :update]
 
     # Validate default_membership_fee_type_id exists if set
-    validate fn changeset, _context ->
+    validate fn changeset, context ->
                fee_type_id =
                  Ash.Changeset.get_attribute(changeset, :default_membership_fee_type_id)
 
                if fee_type_id do
-                 case Ash.get(Mv.MembershipFees.MembershipFeeType, fee_type_id) do
+                 # Check existence only; action is already restricted by policy (e.g. admin).
+                 opts = [domain: Mv.MembershipFees, authorize?: false]
+
+                 case Ash.get(Mv.MembershipFees.MembershipFeeType, fee_type_id, opts) do
                    {:ok, _} ->
                      :ok
 

lib/membership_fees/changes/set_membership_fee_start_date.ex

@@ -31,12 +31,12 @@ defmodule Mv.MembershipFees.Changes.SetMembershipFeeStartDate do
   alias Mv.MembershipFees.CalendarCycles
 
   @impl true
-  def change(changeset, _opts, _context) do
+  def change(changeset, _opts, context) do
     # Only calculate if membership_fee_start_date is not already set
     if has_start_date?(changeset) do
       changeset
     else
-      calculate_and_set_start_date(changeset)
+      calculate_and_set_start_date(changeset, context)
     end
   end
 
@@ -56,10 +56,13 @@ defmodule Mv.MembershipFees.Changes.SetMembershipFeeStartDate do
     end
   end
 
-  defp calculate_and_set_start_date(changeset) do
+  defp calculate_and_set_start_date(changeset, context) do
+    actor = Map.get(context || %{}, :actor)
+    opts = if actor, do: [actor: actor], else: []
+
     with {:ok, join_date} <- get_join_date(changeset),
          {:ok, membership_fee_type_id} <- get_membership_fee_type_id(changeset),
-         {:ok, interval} <- get_interval(membership_fee_type_id),
+         {:ok, interval} <- get_interval(membership_fee_type_id, opts),
          {:ok, include_joining_cycle} <- get_include_joining_cycle() do
       start_date = calculate_start_date(join_date, interval, include_joining_cycle)
       Ash.Changeset.force_change_attribute(changeset, :membership_fee_start_date, start_date)
@@ -118,8 +121,8 @@ defmodule Mv.MembershipFees.Changes.SetMembershipFeeStartDate do
     end
   end
 
-  defp get_interval(membership_fee_type_id) do
-    case Ash.get(Mv.MembershipFees.MembershipFeeType, membership_fee_type_id) do
+  defp get_interval(membership_fee_type_id, opts) do
+    case Ash.get(Mv.MembershipFees.MembershipFeeType, membership_fee_type_id, opts) do
       {:ok, %{interval: interval}} -> {:ok, interval}
       {:error, _} -> {:error, :membership_fee_type_not_found}
     end

lib/membership_fees/changes/validate_same_interval.ex

@@ -19,9 +19,9 @@ defmodule Mv.MembershipFees.Changes.ValidateSameInterval do
   use Ash.Resource.Change
 
   @impl true
-  def change(changeset, _opts, _context) do
+  def change(changeset, _opts, context) do
     if changing_membership_fee_type?(changeset) do
-      validate_interval_match(changeset)
+      validate_interval_match(changeset, context)
     else
       changeset
     end
@@ -33,9 +33,10 @@ defmodule Mv.MembershipFees.Changes.ValidateSameInterval do
   end
 
   # Validate that the new type has the same interval as the current type
-  defp validate_interval_match(changeset) do
+  defp validate_interval_match(changeset, context) do
     current_type_id = get_current_type_id(changeset)
     new_type_id = get_new_type_id(changeset)
+    actor = Map.get(context || %{}, :actor)
 
     cond do
       # If no current type, allow any change (first assignment)
@@ -48,13 +49,13 @@ defmodule Mv.MembershipFees.Changes.ValidateSameInterval do
 
       # Both types exist - validate intervals match
       true ->
-        validate_intervals_match(changeset, current_type_id, new_type_id)
+        validate_intervals_match(changeset, current_type_id, new_type_id, actor)
     end
   end
 
   # Validates that intervals match when both types exist
-  defp validate_intervals_match(changeset, current_type_id, new_type_id) do
-    case get_intervals(current_type_id, new_type_id) do
+  defp validate_intervals_match(changeset, current_type_id, new_type_id, actor) do
+    case get_intervals(current_type_id, new_type_id, actor) do
       {:ok, current_interval, new_interval} ->
         if current_interval == new_interval do
           changeset
@@ -85,11 +86,16 @@ defmodule Mv.MembershipFees.Changes.ValidateSameInterval do
     end
   end
 
-  # Get intervals for both types
-  defp get_intervals(current_type_id, new_type_id) do
+  # Get intervals for both types (actor required for authorization when resource has policies)
+  defp get_intervals(current_type_id, new_type_id, actor) do
     alias Mv.MembershipFees.MembershipFeeType
 
-    case {Ash.get(MembershipFeeType, current_type_id), Ash.get(MembershipFeeType, new_type_id)} do
+    opts = if actor, do: [actor: actor], else: []
+
+    case {
+      Ash.get(MembershipFeeType, current_type_id, opts),
+      Ash.get(MembershipFeeType, new_type_id, opts)
+    } do
       {{:ok, current_type}, {:ok, new_type}} ->
         {:ok, current_type.interval, new_type.interval}
 

lib/membership_fees/membership_fee_cycle.ex

@@ -28,7 +28,8 @@ defmodule Mv.MembershipFees.MembershipFeeCycle do
   """
   use Ash.Resource,
     domain: Mv.MembershipFees,
-    data_layer: AshPostgres.DataLayer
+    data_layer: AshPostgres.DataLayer,
+    authorizers: [Ash.Policy.Authorizer]
 
   postgres do
     table "membership_fee_cycles"
@@ -83,6 +84,19 @@ defmodule Mv.MembershipFees.MembershipFeeCycle do
     end
   end
 
+  # READ: bypass for own_data (:linked) then HasPermission for :all; create/update/destroy: HasPermission only.
+  policies do
+    bypass action_type(:read) do
+      description "own_data: read only cycles where member_id == actor.member_id"
+      authorize_if Mv.Authorization.Checks.MembershipFeeCycleReadLinkedForOwnData
+    end
+
+    policy action_type([:read, :create, :update, :destroy]) do
+      description "Check permissions from role (all read; normal_user and admin create/update/destroy)"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+  end
+
   attributes do
     uuid_v7_primary_key :id
 

lib/membership_fees/membership_fee_type.ex

@@ -24,7 +24,8 @@ defmodule Mv.MembershipFees.MembershipFeeType do
   """
   use Ash.Resource,
     domain: Mv.MembershipFees,
-    data_layer: AshPostgres.DataLayer
+    data_layer: AshPostgres.DataLayer,
+    authorizers: [Ash.Policy.Authorizer]
 
   postgres do
     table "membership_fee_types"
@@ -61,6 +62,13 @@ defmodule Mv.MembershipFees.MembershipFeeType do
     end
   end
 
+  policies do
+    policy action_type([:read, :create, :update, :destroy]) do
+      description "Check permissions from role (all can read, only admin can create/update/destroy)"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+  end
+
   validations do
     # Prevent interval changes after creation
     validate fn changeset, _context ->

lib/mv/accounts/user/validations/email_not_used_by_other_member.ex

@@ -81,7 +81,7 @@ defmodule Mv.Accounts.User.Validations.EmailNotUsedByOtherMember do
     query =
       Mv.Membership.Member
       |> Ash.Query.filter(email == ^to_string(email))
-      |> maybe_exclude_id(exclude_member_id)
+      |> Mv.Helpers.query_exclude_id(exclude_member_id)
 
     system_actor = SystemActor.get_system_actor()
     opts = Helpers.ash_actor_opts(system_actor)
@@ -101,7 +101,4 @@ defmodule Mv.Accounts.User.Validations.EmailNotUsedByOtherMember do
         :ok
     end
   end
-
-  defp maybe_exclude_id(query, nil), do: query
-  defp maybe_exclude_id(query, id), do: Ash.Query.filter(query, id != ^id)
 end

lib/mv/authorization/actor.ex

@@ -1,6 +1,7 @@
 defmodule Mv.Authorization.Actor do
   @moduledoc """
-  Helper functions for ensuring User actors have required data loaded.
+  Helper functions for ensuring User actors have required data loaded
+  and for querying actor capabilities (e.g. admin, permission set).
 
   ## Actor Invariant
 
@@ -27,8 +28,11 @@ defmodule Mv.Authorization.Actor do
         assign(socket, :current_user, user)
       end
 
-      # In tests
-      user = Actor.ensure_loaded(user)
+      # Check if actor is admin (policy checks, validations)
+      if Actor.admin?(actor), do: ...
+
+      # Get permission set name (string or nil)
+      ps_name = Actor.permission_set_name(actor)
 
   ## Security Note
 
@@ -47,6 +51,8 @@ defmodule Mv.Authorization.Actor do
 
   require Logger
 
+  alias Mv.Helpers.SystemActor
+
   @doc """
   Ensures the actor (User) has their `:role` relationship loaded.
 
@@ -96,4 +102,45 @@ defmodule Mv.Authorization.Actor do
         actor
     end
   end
+
+  @doc """
+  Returns the actor's permission set name (string or atom) from their role, or nil.
+
+  Ensures role is loaded (including when role is nil). Supports both atom and
+  string keys for session/socket assigns. Use for capability checks consistent
+  with `ActorIsAdmin` and `HasPermission`.
+  """
+  @spec permission_set_name(Mv.Accounts.User.t() | map() | nil) :: String.t() | atom() | nil
+  def permission_set_name(nil), do: nil
+
+  def permission_set_name(actor) do
+    actor = actor |> ensure_loaded() |> maybe_load_role()
+
+    get_in(actor, [Access.key(:role), Access.key(:permission_set_name)]) ||
+      get_in(actor, [Access.key("role"), Access.key("permission_set_name")])
+  end
+
+  @doc """
+  Returns true if the actor is the system user or has the admin permission set.
+
+  Use for validations and policy checks that require admin capability (e.g.
+  changing a linked member's email). Consistent with `ActorIsAdmin` policy check.
+  """
+  @spec admin?(Mv.Accounts.User.t() | map() | nil) :: boolean()
+  def admin?(nil), do: false
+
+  def admin?(actor) do
+    SystemActor.system_user?(actor) or permission_set_name(actor) in ["admin", :admin]
+  end
+
+  # Load role only when it is nil (e.g. actor from session without role). ensure_loaded/1
+  # already handles %Ash.NotLoaded{}, so we do not double-load in the normal Ash path.
+  defp maybe_load_role(%Mv.Accounts.User{role: nil} = user) do
+    case Ash.load(user, :role, domain: Mv.Accounts, authorize?: false) do
+      {:ok, loaded} -> loaded
+      _ -> user
+    end
+  end
+
+  defp maybe_load_role(actor), do: actor
 end

lib/mv/authorization/checks/actor_is_admin.ex

@@ -1,22 +1,18 @@
 defmodule Mv.Authorization.Checks.ActorIsAdmin do
   @moduledoc """
-  Policy check: true when the actor's role has permission_set_name "admin".
+  Policy check: true when the actor is the system user or has permission_set_name "admin".
 
   Used to restrict actions (e.g. User.update_user for member link/unlink) to admins only.
+  Delegates to `Mv.Authorization.Actor.admin?/1`, which returns true for the system actor
+  or for a user whose role has permission_set_name "admin".
   """
   use Ash.Policy.SimpleCheck
 
+  alias Mv.Authorization.Actor
+
   @impl true
   def describe(_opts), do: "actor has admin permission set"
 
   @impl true
-  def match?(nil, _context, _opts), do: false
-
-  def match?(actor, _context, _opts) do
-    ps_name =
-      get_in(actor, [Access.key(:role), Access.key(:permission_set_name)]) ||
-        get_in(actor, [Access.key("role"), Access.key("permission_set_name")])
-
-    ps_name == "admin"
-  end
+  def match?(actor, _context, _opts), do: Actor.admin?(actor)
 end

lib/mv/authorization/checks/actor_permission_set_is.ex

@@ -0,0 +1,44 @@
+defmodule Mv.Authorization.Checks.ActorPermissionSetIs do
+  @moduledoc """
+  Policy check: true when the actor's role has the given permission_set_name.
+
+  Used to restrict bypass policies (e.g. MemberGroup read by member_id) to actors
+  with a specific permission set (e.g. "own_data") so that admin with member_id
+  still gets :all scope from HasPermission, not the bypass filter.
+
+  ## Usage
+
+      # In a resource policy (both conditions must hold for the bypass)
+      bypass action_type(:read) do
+        authorize_if expr(member_id == ^actor(:member_id))
+        authorize_if {Mv.Authorization.Checks.ActorPermissionSetIs, permission_set_name: "own_data"}
+      end
+
+  ## Options
+
+  - `:permission_set_name` (required) - String or atom, e.g. `"own_data"` or `:own_data`
+  """
+  use Ash.Policy.SimpleCheck
+
+  alias Mv.Authorization.Actor
+
+  @impl true
+  def describe(opts) do
+    name = opts[:permission_set_name] || "?"
+    "actor has permission set #{name}"
+  end
+
+  @impl true
+  def match?(actor, _context, opts) do
+    case opts[:permission_set_name] do
+      nil ->
+        false
+
+      expected ->
+        case Actor.permission_set_name(actor) do
+          nil -> false
+          actual -> to_string(expected) == to_string(actual)
+        end
+    end
+  end
+end

lib/mv/authorization/checks/forbid_member_user_link_unless_admin.ex

@@ -0,0 +1,71 @@
+defmodule Mv.Authorization.Checks.ForbidMemberUserLinkUnlessAdmin do
+  @moduledoc """
+  Policy check: forbids setting or changing the member–user link unless the actor is admin.
+
+  Used on Member create_member and update_member actions. When the `:user` argument
+  **is present** (key in arguments, regardless of value), only admins may perform the action.
+  This covers:
+  - **Linking:** `user: %{id: user_id}` → only admin
+  - **Unlinking:** explicit `user: nil` or `user: %{}` on update_member → only admin
+  Non-admin users can create and update members only when they do **not** pass the
+  `:user` argument; omitting `:user` leaves the relationship unchanged.
+
+  ## Unlink semantics (update_member)
+
+  The Member resource uses `on_missing: :ignore` for the `:user` relationship on update.
+  So **omitting** `:user` from params does **not** change the link (no "unlink by omission").
+  Unlink is only possible by **explicitly** passing `:user` (e.g. `user: nil`), which this
+  check forbids for non-admins. Admins may link or unlink via the `:user` argument.
+
+  ## Usage
+
+  In Member resource policies, restrict to create/update only:
+
+      policy action_type([:create, :update]) do
+        forbid_if Mv.Authorization.Checks.ForbidMemberUserLinkUnlessAdmin
+        authorize_if Mv.Authorization.Checks.HasPermission
+      end
+
+  ## Behaviour
+
+  - If the `:user` argument **key is not present** → does not forbid.
+  - If `:user` is present (any value, including nil or %{}) and actor is not admin → forbids.
+  - If actor is nil → treated as non-admin (forbid when :user present). `Actor.admin?(nil)` is defined and returns false.
+  - If actor is admin (or system actor) → does not forbid.
+  """
+  use Ash.Policy.Check
+
+  alias Mv.Authorization.Actor
+
+  @impl true
+  def describe(_opts), do: "forbid setting member–user link unless actor is admin"
+
+  @impl true
+  def strict_check(actor, authorizer, _opts) do
+    # Nil actor: treat as non-admin (Actor.admin?(nil) returns false; no crash)
+    actor = if is_nil(actor), do: nil, else: Actor.ensure_loaded(actor)
+
+    if user_argument_present?(authorizer) and not Actor.admin?(actor) do
+      {:ok, true}
+    else
+      {:ok, false}
+    end
+  end
+
+  # Forbid when :user was passed at all (link, unlink via nil/empty, or invalid value).
+  # Check argument key presence (atom or string) for defense-in-depth.
+  defp user_argument_present?(authorizer) do
+    args = get_arguments(authorizer) || %{}
+    Map.has_key?(args, :user) or Map.has_key?(args, "user")
+  end
+
+  defp get_arguments(authorizer) do
+    subject = authorizer.changeset || authorizer.subject
+
+    cond do
+      is_struct(subject, Ash.Changeset) -> subject.arguments
+      is_struct(subject, Ash.ActionInput) -> subject.arguments
+      true -> %{}
+    end
+  end
+end

lib/mv/authorization/checks/has_permission.ex

@@ -50,6 +50,7 @@ defmodule Mv.Authorization.Checks.HasPermission do
   - **:linked** - Filters based on resource type:
     - Member: `id == actor.member_id` (User.member_id → Member.id, inverse relationship)
     - CustomFieldValue: `member_id == actor.member_id` (CustomFieldValue.member_id → Member.id → User.member_id)
+    - MemberGroup: `member_id == actor.member_id` (MemberGroup.member_id → Member.id → User.member_id)
 
   ## Error Handling
 
@@ -131,26 +132,10 @@ defmodule Mv.Authorization.Checks.HasPermission do
              resource_name
            ) do
         :authorized ->
-          # For :all scope, authorize directly
           {:ok, true}
 
         {:filter, filter_expr} ->
-          # For :own/:linked scope:
-          # - With a record, evaluate filter against record for strict authorization
-          # - Without a record (queries/lists), return false
-          #
-          # NOTE: Returning false here forces the use of expr-based bypass policies.
-          # This is necessary because Ash's policy evaluation doesn't reliably call auto_filter
-          # when strict_check returns :unknown. Instead, resources should use bypass policies
-          # with expr() directly for filter-based authorization (see User resource).
-          if record do
-            evaluate_filter_for_strict_check(filter_expr, actor, record, resource_name)
-          else
-            # No record yet (e.g., read/list queries) - deny at strict_check level
-            # Resources must use expr-based bypass policies for list filtering
-            # Create: use a dedicated check that does not return a filter (e.g. CustomFieldValueCreateScope)
-            {:ok, false}
-          end
+          strict_check_filter_scope(record, filter_expr, actor, resource_name)
 
         false ->
           {:ok, false}
@@ -174,6 +159,15 @@ defmodule Mv.Authorization.Checks.HasPermission do
     end
   end
 
+  # For :own/:linked scope: with record evaluate filter; without record deny (resources use bypass + expr).
+  defp strict_check_filter_scope(record, filter_expr, actor, resource_name) do
+    if record do
+      evaluate_filter_for_strict_check(filter_expr, actor, record, resource_name)
+    else
+      {:ok, false}
+    end
+  end
+
   @impl true
   def auto_filter(actor, authorizer, _opts) do
     resource = authorizer.resource
@@ -278,36 +272,28 @@ defmodule Mv.Authorization.Checks.HasPermission do
   # For :own scope with User resource: id == actor.id
   # For :linked scope with Member resource: id == actor.member_id
   defp evaluate_filter_for_strict_check(_filter_expr, actor, record, resource_name) do
-    case {resource_name, record} do
-      {"User", %{id: user_id}} when not is_nil(user_id) ->
-        # Check if this user's ID matches the actor's ID (scope :own)
-        if user_id == actor.id do
-          {:ok, true}
-        else
-          {:ok, false}
-        end
+    result =
+      case {resource_name, record} do
+        # Scope :own
+        {"User", %{id: user_id}} when not is_nil(user_id) ->
+          user_id == actor.id
 
-      {"Member", %{id: member_id}} when not is_nil(member_id) ->
-        # Check if this member's ID matches the actor's member_id
-        if member_id == actor.member_id do
-          {:ok, true}
-        else
-          {:ok, false}
-        end
+        # Scope :linked
+        {"Member", %{id: member_id}} when not is_nil(member_id) ->
+          member_id == actor.member_id
 
-      {"CustomFieldValue", %{member_id: cfv_member_id}} when not is_nil(cfv_member_id) ->
-        # Check if this CFV's member_id matches the actor's member_id
-        if cfv_member_id == actor.member_id do
-          {:ok, true}
-        else
-          {:ok, false}
-        end
+        {"CustomFieldValue", %{member_id: cfv_member_id}} when not is_nil(cfv_member_id) ->
+          cfv_member_id == actor.member_id
 
-      _ ->
-        # For other cases or when record is not available, return :unknown
-        # This will cause Ash to use auto_filter instead
-        {:ok, :unknown}
-    end
+        {"MemberGroup", %{member_id: mg_member_id}} when not is_nil(mg_member_id) ->
+          mg_member_id == actor.member_id
+
+        _ ->
+          :unknown
+      end
+
+    out = if result == :unknown, do: {:ok, :unknown}, else: {:ok, result}
+    out
   end
 
   # Extract resource name from module (e.g., Mv.Membership.Member -> "Member")
@@ -347,24 +333,20 @@ defmodule Mv.Authorization.Checks.HasPermission do
   defp apply_scope(:linked, actor, resource_name) do
     case resource_name do
       "Member" ->
-        # User.member_id → Member.id (inverse relationship)
-        # Filter: member.id == actor.member_id
-        # If actor has no member_id, return no results (use false or impossible condition)
-        if is_nil(actor.member_id) do
-          {:filter, expr(false)}
-        else
-          {:filter, expr(id == ^actor.member_id)}
-        end
+        # User.member_id → Member.id (inverse relationship). Filter: member.id == actor.member_id
+        linked_filter_by_member_id(actor, :id)
 
       "CustomFieldValue" ->
         # CustomFieldValue.member_id → Member.id → User.member_id
-        # Filter: custom_field_value.member_id == actor.member_id
-        # If actor has no member_id, return no results
-        if is_nil(actor.member_id) do
-          {:filter, expr(false)}
-        else
-          {:filter, expr(member_id == ^actor.member_id)}
-        end
+        linked_filter_by_member_id(actor, :member_id)
+
+      "MemberGroup" ->
+        # MemberGroup.member_id → Member.id → User.member_id (own linked member's group associations)
+        linked_filter_by_member_id(actor, :member_id)
+
+      "MembershipFeeCycle" ->
+        # MembershipFeeCycle.member_id → Member.id → User.member_id (own linked member's cycles)
+        linked_filter_by_member_id(actor, :member_id)
 
       _ ->
         # Fallback for other resources
@@ -372,6 +354,17 @@ defmodule Mv.Authorization.Checks.HasPermission do
     end
   end
 
+  # Returns {:filter, expr(false)} if actor has no member_id; otherwise {:filter, expr(field == ^actor.member_id)}.
+  # Used for :linked scope on Member (field :id), CustomFieldValue and MemberGroup (field :member_id).
+  defp linked_filter_by_member_id(actor, _field) when is_nil(actor.member_id) do
+    {:filter, expr(false)}
+  end
+
+  defp linked_filter_by_member_id(actor, :id), do: {:filter, expr(id == ^actor.member_id)}
+
+  defp linked_filter_by_member_id(actor, :member_id),
+    do: {:filter, expr(member_id == ^actor.member_id)}
+
   # Log authorization failures for debugging (lazy evaluation)
   defp log_auth_failure(actor, resource, action, reason) do
     Logger.debug(fn ->

lib/mv/authorization/checks/member_group_read_linked_for_own_data.ex

@@ -0,0 +1,63 @@
+defmodule Mv.Authorization.Checks.MemberGroupReadLinkedForOwnData do
+  @moduledoc """
+  Policy check for MemberGroup read: true only when actor has permission set "own_data"
+  AND record.member_id == actor.member_id.
+
+  Used in a bypass so that own_data gets the linked filter (via auto_filter for list queries),
+  while admin with member_id does not match and gets :all from HasPermission.
+
+  - With a record (e.g. get by id): returns true only when own_data and member_id match.
+  - Without a record (list query): strict_check returns false; auto_filter adds filter when own_data.
+  """
+  use Ash.Policy.Check
+
+  alias Mv.Authorization.Checks.ActorPermissionSetIs
+
+  @impl true
+  def type, do: :filter
+
+  @impl true
+  def describe(_opts),
+    do: "own_data can read only member_groups where member_id == actor.member_id"
+
+  @impl true
+  def strict_check(actor, authorizer, _opts) do
+    record = get_record_from_authorizer(authorizer)
+    is_own_data = ActorPermissionSetIs.match?(actor, authorizer, permission_set_name: "own_data")
+
+    cond do
+      # List query + own_data: return :unknown so authorizer applies auto_filter (keyword list)
+      is_nil(record) and is_own_data ->
+        {:ok, :unknown}
+
+      is_nil(record) ->
+        {:ok, false}
+
+      not is_own_data ->
+        {:ok, false}
+
+      record.member_id == actor.member_id ->
+        {:ok, true}
+
+      true ->
+        {:ok, false}
+    end
+  end
+
+  @impl true
+  def auto_filter(actor, _authorizer, _opts) do
+    if ActorPermissionSetIs.match?(actor, nil, permission_set_name: "own_data") &&
+         Map.get(actor, :member_id) do
+      [member_id: actor.member_id]
+    else
+      []
+    end
+  end
+
+  defp get_record_from_authorizer(authorizer) do
+    case authorizer.subject do
+      %{data: data} when not is_nil(data) -> data
+      _ -> nil
+    end
+  end
+end

lib/mv/authorization/checks/membership_fee_cycle_read_linked_for_own_data.ex

@@ -0,0 +1,62 @@
+defmodule Mv.Authorization.Checks.MembershipFeeCycleReadLinkedForOwnData do
+  @moduledoc """
+  Policy check for MembershipFeeCycle read: true only when actor has permission set "own_data"
+  AND record.member_id == actor.member_id.
+
+  Used in a bypass so that own_data gets the linked filter (via auto_filter for list queries),
+  while admin with member_id does not match and gets :all from HasPermission.
+
+  - With a record (e.g. get by id): returns true only when own_data and member_id match.
+  - Without a record (list query): return :unknown so authorizer applies auto_filter.
+  """
+  use Ash.Policy.Check
+
+  alias Mv.Authorization.Checks.ActorPermissionSetIs
+
+  @impl true
+  def type, do: :filter
+
+  @impl true
+  def describe(_opts),
+    do: "own_data can read only membership_fee_cycles where member_id == actor.member_id"
+
+  @impl true
+  def strict_check(actor, authorizer, _opts) do
+    record = get_record_from_authorizer(authorizer)
+    is_own_data = ActorPermissionSetIs.match?(actor, authorizer, permission_set_name: "own_data")
+
+    cond do
+      is_nil(record) and is_own_data ->
+        {:ok, :unknown}
+
+      is_nil(record) ->
+        {:ok, false}
+
+      not is_own_data ->
+        {:ok, false}
+
+      record.member_id == actor.member_id ->
+        {:ok, true}
+
+      true ->
+        {:ok, false}
+    end
+  end
+
+  @impl true
+  def auto_filter(actor, _authorizer, _opts) do
+    if ActorPermissionSetIs.match?(actor, nil, permission_set_name: "own_data") &&
+         Map.get(actor, :member_id) do
+      [member_id: actor.member_id]
+    else
+      []
+    end
+  end
+
+  defp get_record_from_authorizer(authorizer) do
+    case authorizer.subject do
+      %{data: data} when not is_nil(data) -> data
+      _ -> nil
+    end
+  end
+end

lib/mv/authorization/checks/oidc_role_sync_context.ex

@@ -0,0 +1,18 @@
+defmodule Mv.Authorization.Checks.OidcRoleSyncContext do
+  @moduledoc """
+  Policy check: true when the action is run from OIDC role sync (context.private.oidc_role_sync).
+
+  Used to allow the internal set_role_from_oidc_sync action only when called by Mv.OidcRoleSync,
+  which sets context.private.oidc_role_sync when performing the update.
+  """
+  use Ash.Policy.SimpleCheck
+
+  @impl true
+  def describe(_opts), do: "called from OIDC role sync (context.private.oidc_role_sync)"
+
+  @impl true
+  def match?(_actor, authorizer, _opts) do
+    context = Map.get(authorizer, :context) || %{}
+    get_in(context, [:private, :oidc_role_sync]) == true
+  end
+end

lib/mv/authorization/permission_sets.ex

@@ -58,6 +58,28 @@ defmodule Mv.Authorization.PermissionSets do
           pages: [String.t()]
         }
 
+  # DRY helpers for shared resource permission lists (used in own_data, read_only, normal_user, admin)
+  defp perm(resource, action, scope),
+    do: %{resource: resource, action: action, scope: scope, granted: true}
+
+  # All four CRUD actions for a resource with scope :all (used for admin)
+  defp perm_all(resource),
+    do: [
+      perm(resource, :read, :all),
+      perm(resource, :create, :all),
+      perm(resource, :update, :all),
+      perm(resource, :destroy, :all)
+    ]
+
+  # User: read/update own credentials only (all non-admin sets allow password changes)
+  defp user_own_credentials, do: [perm("User", :read, :own), perm("User", :update, :own)]
+
+  defp group_read_all, do: [perm("Group", :read, :all)]
+  defp custom_field_read_all, do: [perm("CustomField", :read, :all)]
+  defp membership_fee_type_read_all, do: [perm("MembershipFeeType", :read, :all)]
+  defp membership_fee_cycle_read_all, do: [perm("MembershipFeeCycle", :read, :all)]
+  defp role_read_all, do: [perm("Role", :read, :all)]
+
   @doc """
   Returns the list of all valid permission set names.
 
@@ -94,29 +116,22 @@ defmodule Mv.Authorization.PermissionSets do
 
   def get_permissions(:own_data) do
     %{
-      resources: [
-        # User: Can read/update own credentials only
-        # IMPORTANT: "read_only" refers to member data, NOT user credentials.
-        # All permission sets grant User.update :own to allow password changes.
-        %{resource: "User", action: :read, scope: :own, granted: true},
-        %{resource: "User", action: :update, scope: :own, granted: true},
-
-        # Member: Can read/update linked member
-        %{resource: "Member", action: :read, scope: :linked, granted: true},
-        %{resource: "Member", action: :update, scope: :linked, granted: true},
-
-        # CustomFieldValue: Can read/update/create/destroy custom field values of linked member
-        %{resource: "CustomFieldValue", action: :read, scope: :linked, granted: true},
-        %{resource: "CustomFieldValue", action: :update, scope: :linked, granted: true},
-        %{resource: "CustomFieldValue", action: :create, scope: :linked, granted: true},
-        %{resource: "CustomFieldValue", action: :destroy, scope: :linked, granted: true},
-
-        # CustomField: Can read all (needed for forms)
-        %{resource: "CustomField", action: :read, scope: :all, granted: true},
-
-        # Group: Can read all (needed for viewing groups)
-        %{resource: "Group", action: :read, scope: :all, granted: true}
-      ],
+      resources:
+        user_own_credentials() ++
+          [
+            perm("Member", :read, :linked),
+            perm("Member", :update, :linked),
+            perm("CustomFieldValue", :read, :linked),
+            perm("CustomFieldValue", :update, :linked),
+            perm("CustomFieldValue", :create, :linked),
+            perm("CustomFieldValue", :destroy, :linked)
+          ] ++
+          custom_field_read_all() ++
+          group_read_all() ++
+          [perm("MemberGroup", :read, :linked)] ++
+          membership_fee_type_read_all() ++
+          [perm("MembershipFeeCycle", :read, :linked)] ++
+          role_read_all(),
       pages: [
         # No "/" - Mitglied must not see member index at root (same content as /members).
         # Own profile (sidebar links to /users/:id) and own user edit
@@ -133,33 +148,27 @@ defmodule Mv.Authorization.PermissionSets do
 
   def get_permissions(:read_only) do
     %{
-      resources: [
-        # User: Can read/update own credentials only
-        # IMPORTANT: "read_only" refers to member data, NOT user credentials.
-        # All permission sets grant User.update :own to allow password changes.
-        %{resource: "User", action: :read, scope: :own, granted: true},
-        %{resource: "User", action: :update, scope: :own, granted: true},
-
-        # Member: Can read all members, no modifications
-        %{resource: "Member", action: :read, scope: :all, granted: true},
-
-        # CustomFieldValue: Can read all custom field values
-        %{resource: "CustomFieldValue", action: :read, scope: :all, granted: true},
-
-        # CustomField: Can read all
-        %{resource: "CustomField", action: :read, scope: :all, granted: true},
-
-        # Group: Can read all
-        %{resource: "Group", action: :read, scope: :all, granted: true}
-      ],
+      resources:
+        user_own_credentials() ++
+          [
+            perm("Member", :read, :all),
+            perm("CustomFieldValue", :read, :all)
+          ] ++
+          custom_field_read_all() ++
+          group_read_all() ++
+          [perm("MemberGroup", :read, :all)] ++
+          membership_fee_type_read_all() ++
+          membership_fee_cycle_read_all() ++
+          role_read_all(),
       pages: [
         "/",
         # Own profile (sidebar links to /users/:id; redirect target must be allowed)
         "/users/:id",
         "/users/:id/edit",
         "/users/:id/show/edit",
-        # Member list
+        # Member list and CSV export
         "/members",
+        "/members/export.csv",
         # Member detail
         "/members/:id",
         # Custom field values overview
@@ -176,31 +185,38 @@ defmodule Mv.Authorization.PermissionSets do
 
   def get_permissions(:normal_user) do
     %{
-      resources: [
-        # User: Can read/update own credentials only
-        # IMPORTANT: "read_only" refers to member data, NOT user credentials.
-        # All permission sets grant User.update :own to allow password changes.
-        %{resource: "User", action: :read, scope: :own, granted: true},
-        %{resource: "User", action: :update, scope: :own, granted: true},
-
-        # Member: Full CRUD except destroy (safety)
-        %{resource: "Member", action: :read, scope: :all, granted: true},
-        %{resource: "Member", action: :create, scope: :all, granted: true},
-        %{resource: "Member", action: :update, scope: :all, granted: true},
-        # Note: destroy intentionally omitted for safety
-
-        # CustomFieldValue: Full CRUD
-        %{resource: "CustomFieldValue", action: :read, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :create, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :update, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :destroy, scope: :all, granted: true},
-
-        # CustomField: Read only (admin manages definitions)
-        %{resource: "CustomField", action: :read, scope: :all, granted: true},
-
-        # Group: Can read all
-        %{resource: "Group", action: :read, scope: :all, granted: true}
-      ],
+      resources:
+        user_own_credentials() ++
+          [
+            perm("Member", :read, :all),
+            perm("Member", :create, :all),
+            perm("Member", :update, :all),
+            # destroy intentionally omitted for safety
+            perm("CustomFieldValue", :read, :all),
+            perm("CustomFieldValue", :create, :all),
+            perm("CustomFieldValue", :update, :all),
+            perm("CustomFieldValue", :destroy, :all)
+          ] ++
+          custom_field_read_all() ++
+          [
+            perm("Group", :read, :all),
+            perm("Group", :create, :all),
+            perm("Group", :update, :all),
+            perm("Group", :destroy, :all)
+          ] ++
+          [
+            perm("MemberGroup", :read, :all),
+            perm("MemberGroup", :create, :all),
+            perm("MemberGroup", :destroy, :all)
+          ] ++
+          membership_fee_type_read_all() ++
+          [
+            perm("MembershipFeeCycle", :read, :all),
+            perm("MembershipFeeCycle", :create, :all),
+            perm("MembershipFeeCycle", :update, :all),
+            perm("MembershipFeeCycle", :destroy, :all)
+          ] ++
+          role_read_all(),
       pages: [
         "/",
         # Own profile (sidebar links to /users/:id; redirect target must be allowed)
@@ -208,6 +224,7 @@ defmodule Mv.Authorization.PermissionSets do
         "/users/:id/edit",
         "/users/:id/show/edit",
         "/members",
+        "/members/export.csv",
         # Create member
         "/members/new",
         "/members/:id",
@@ -221,52 +238,39 @@ defmodule Mv.Authorization.PermissionSets do
         "/custom_field_values/:id/edit",
         # Groups overview
         "/groups",
+        # Create group
+        "/groups/new",
         # Group detail
-        "/groups/:slug"
+        "/groups/:slug",
+        # Edit group
+        "/groups/:slug/edit"
       ]
     }
   end
 
   def get_permissions(:admin) do
+    # MemberGroup has no :update action in the domain; use read/create/destroy only
+    member_group_perms = [
+      perm("MemberGroup", :read, :all),
+      perm("MemberGroup", :create, :all),
+      perm("MemberGroup", :destroy, :all)
+    ]
+
     %{
-      resources: [
-        # User: Full management including other users
-        %{resource: "User", action: :read, scope: :all, granted: true},
-        %{resource: "User", action: :create, scope: :all, granted: true},
-        %{resource: "User", action: :update, scope: :all, granted: true},
-        %{resource: "User", action: :destroy, scope: :all, granted: true},
-
-        # Member: Full CRUD
-        %{resource: "Member", action: :read, scope: :all, granted: true},
-        %{resource: "Member", action: :create, scope: :all, granted: true},
-        %{resource: "Member", action: :update, scope: :all, granted: true},
-        %{resource: "Member", action: :destroy, scope: :all, granted: true},
-
-        # CustomFieldValue: Full CRUD
-        %{resource: "CustomFieldValue", action: :read, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :create, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :update, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :destroy, scope: :all, granted: true},
-
-        # CustomField: Full CRUD (admin manages custom field definitions)
-        %{resource: "CustomField", action: :read, scope: :all, granted: true},
-        %{resource: "CustomField", action: :create, scope: :all, granted: true},
-        %{resource: "CustomField", action: :update, scope: :all, granted: true},
-        %{resource: "CustomField", action: :destroy, scope: :all, granted: true},
-
-        # Role: Full CRUD (admin manages roles)
-        %{resource: "Role", action: :read, scope: :all, granted: true},
-        %{resource: "Role", action: :create, scope: :all, granted: true},
-        %{resource: "Role", action: :update, scope: :all, granted: true},
-        %{resource: "Role", action: :destroy, scope: :all, granted: true},
-
-        # Group: Full CRUD (admin manages groups)
-        %{resource: "Group", action: :read, scope: :all, granted: true},
-        %{resource: "Group", action: :create, scope: :all, granted: true},
-        %{resource: "Group", action: :update, scope: :all, granted: true},
-        %{resource: "Group", action: :destroy, scope: :all, granted: true}
-      ],
+      resources:
+        perm_all("User") ++
+          perm_all("Member") ++
+          perm_all("CustomFieldValue") ++
+          perm_all("CustomField") ++
+          perm_all("Role") ++
+          perm_all("Group") ++
+          member_group_perms ++
+          perm_all("MembershipFeeType") ++
+          perm_all("MembershipFeeCycle"),
       pages: [
+        # Explicit admin-only pages (for clarity and future restrictions)
+        "/settings",
+        "/membership_fee_settings",
         # Wildcard: Admin can access all pages
         "*"
       ]

lib/mv/authorization/role.ex

@@ -37,7 +37,8 @@ defmodule Mv.Authorization.Role do
   """
   use Ash.Resource,
     domain: Mv.Authorization,
-    data_layer: AshPostgres.DataLayer
+    data_layer: AshPostgres.DataLayer,
+    authorizers: [Ash.Policy.Authorizer]
 
   postgres do
     table "roles"
@@ -86,6 +87,13 @@ defmodule Mv.Authorization.Role do
     end
   end
 
+  policies do
+    policy action_type([:read, :create, :update, :destroy]) do
+      description "Role access: read for all permission sets, create/update/destroy for admin only (PermissionSets)"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+  end
+
   validations do
     validate one_of(
                :permission_set_name,
@@ -173,4 +181,18 @@ defmodule Mv.Authorization.Role do
     |> Ash.Query.filter(name == "Mitglied")
     |> Ash.read_one(authorize?: false, domain: Mv.Authorization)
   end
+
+  @doc """
+  Returns the Admin role if it exists.
+
+  Used by release tasks (e.g. seed_admin) and OIDC role sync to assign the admin role.
+  """
+  @spec get_admin_role() :: {:ok, t() | nil} | {:error, term()}
+  def get_admin_role do
+    require Ash.Query
+
+    __MODULE__
+    |> Ash.Query.filter(name == "Admin")
+    |> Ash.read_one(authorize?: false, domain: Mv.Authorization)
+  end
 end

lib/mv/email_sync/changes/sync_user_email_to_member.ex

@@ -27,6 +27,10 @@ defmodule Mv.EmailSync.Changes.SyncUserEmailToMember do
   Modified changeset with email synchronization applied, or original changeset
   if recursion detected.
   """
+  # Ash 3.12+ calls this to decide whether to run the change in certain contexts.
+  @impl true
+  def has_change?, do: true
+
   @impl true
   def change(changeset, _opts, context) do
     # Only recursion protection needed - trigger logic is in `where` clauses
@@ -40,26 +44,29 @@ defmodule Mv.EmailSync.Changes.SyncUserEmailToMember do
   defp sync_email(changeset) do
     Ash.Changeset.around_transaction(changeset, fn cs, callback ->
       result = callback.(cs)
-
-      with {:ok, record} <- Helpers.extract_record(result),
-           {:ok, user, member} <- get_user_and_member(record) do
-        # When called from Member-side, we need to update the member in the result
-        # When called from User-side, we update the linked member in DB only
-        case record do
-          %Mv.Membership.Member{} ->
-            # Member-side: Override member email in result with user email
-            Helpers.override_with_linked_email(result, user.email)
-
-          %Mv.Accounts.User{} ->
-            # User-side: Sync user email to linked member in DB
-            Helpers.sync_email_to_linked_record(result, member, user.email)
-        end
-      else
-        _ -> result
-      end
+      apply_sync(result)
     end)
   end
 
+  defp apply_sync(result) do
+    with {:ok, record} <- Helpers.extract_record(result),
+         {:ok, user, member} <- get_user_and_member(record) do
+      sync_by_record_type(result, record, user, member)
+    else
+      _ -> result
+    end
+  end
+
+  # When called from Member-side, we update the member in the result.
+  # When called from User-side, we sync user email to the linked member in DB.
+  defp sync_by_record_type(result, %Mv.Membership.Member{}, user, _member) do
+    Helpers.override_with_linked_email(result, user.email)
+  end
+
+  defp sync_by_record_type(result, %Mv.Accounts.User{}, user, member) do
+    Helpers.sync_email_to_linked_record(result, member, user.email)
+  end
+
   # Retrieves user and member - works for both resource types
   # Uses system actor via Loader functions
   defp get_user_and_member(%Mv.Accounts.User{} = user) do

lib/mv/email_sync/loader.ex

@@ -3,13 +3,15 @@ defmodule Mv.EmailSync.Loader do
   Helper functions for loading linked records in email synchronization.
   Centralizes the logic for retrieving related User/Member entities.
 
-  ## Authorization
+  ## Authorization-independent link checks
 
-  This module runs systemically and uses the system actor for all operations.
-  This ensures that email synchronization always works, regardless of user permissions.
-
-  All functions use `Mv.Helpers.SystemActor.get_system_actor/0` to bypass
-  user permission checks, as email sync is a mandatory side effect.
+  All functions use the **system actor** for the load. Link existence
+  (linked vs not linked) is therefore determined **independently of the
+  current request actor**. This is required so that validations (e.g.
+  `EmailChangePermission`, `EmailNotUsedByOtherUser`) can correctly decide
+  "member is linked" even when the current user would not have read permission
+  on the related User. Using the request actor would otherwise allow
+  treating a linked member as unlinked and bypass the permission rule.
   """
   alias Mv.Helpers
   alias Mv.Helpers.SystemActor

lib/mv/helpers.ex

@@ -5,6 +5,8 @@ defmodule Mv.Helpers do
   Provides utilities that are not specific to a single domain or layer.
   """
 
+  require Ash.Query
+
   @doc """
   Converts an actor to Ash options list for authorization.
   Returns empty list if actor is nil.
@@ -24,4 +26,22 @@ defmodule Mv.Helpers do
   @spec ash_actor_opts(Mv.Accounts.User.t() | nil) :: keyword()
   def ash_actor_opts(nil), do: []
   def ash_actor_opts(actor) when not is_nil(actor), do: [actor: actor]
+
+  @doc """
+  Returns the query unchanged if `exclude_id` is nil; otherwise adds a filter `id != ^exclude_id`.
+
+  Used in uniqueness validations that must exclude the current record (e.g. name uniqueness
+  on update, duplicate association checks). Call with the record's primary key to exclude it
+  from the result set.
+
+  ## Examples
+
+      query
+      |> Ash.Query.filter(name == ^name)
+      |> Mv.Helpers.query_exclude_id(current_id)
+
+  """
+  @spec query_exclude_id(Ash.Query.t(), String.t() | nil) :: Ash.Query.t()
+  def query_exclude_id(query, nil), do: query
+  def query_exclude_id(query, id), do: Ash.Query.filter(query, id != ^id)
 end

lib/mv/membership/custom_field_value_formatter.ex

@@ -0,0 +1,55 @@
+defmodule Mv.Membership.CustomFieldValueFormatter do
+  @moduledoc """
+  Neutral formatter for custom field values (e.g. CSV export).
+
+  Same logic as the member overview Formatter but without Gettext or web helpers,
+  so it can be used from the Membership context. For boolean: "Yes"/"No";
+  for date: European format (dd.mm.yyyy).
+  """
+  @doc """
+  Formats a custom field value for plain text (e.g. CSV).
+
+  Handles nil, Ash.Union, JSONB map, and direct values. Uses custom_field.value_type
+  for typing. Boolean -> "Yes"/"No", Date -> dd.mm.yyyy.
+  """
+  def format_custom_field_value(nil, _custom_field), do: ""
+
+  def format_custom_field_value(%Ash.Union{value: value, type: type}, custom_field) do
+    format_value_by_type(value, type, custom_field)
+  end
+
+  def format_custom_field_value(value, custom_field) when is_map(value) do
+    type = Map.get(value, "type") || Map.get(value, "_union_type")
+    val = Map.get(value, "value") || Map.get(value, "_union_value")
+    format_value_by_type(val, type, custom_field)
+  end
+
+  def format_custom_field_value(value, custom_field) do
+    format_value_by_type(value, custom_field.value_type, custom_field)
+  end
+
+  defp format_value_by_type(value, :string, _), do: to_string(value)
+  defp format_value_by_type(value, :integer, _), do: to_string(value)
+
+  defp format_value_by_type(value, type, _) when type in [:string, :email] and is_binary(value) do
+    if String.trim(value) == "", do: "", else: value
+  end
+
+  defp format_value_by_type(value, :email, _), do: to_string(value)
+  defp format_value_by_type(value, :boolean, _) when value == true, do: "Yes"
+  defp format_value_by_type(value, :boolean, _) when value == false, do: "No"
+  defp format_value_by_type(value, :boolean, _), do: to_string(value)
+
+  defp format_value_by_type(%Date{} = date, :date, _) do
+    Calendar.strftime(date, "%d.%m.%Y")
+  end
+
+  defp format_value_by_type(value, :date, _) when is_binary(value) do
+    case Date.from_iso8601(value) do
+      {:ok, date} -> Calendar.strftime(date, "%d.%m.%Y")
+      _ -> value
+    end
+  end
+
+  defp format_value_by_type(value, _type, _), do: to_string(value)
+end

lib/mv/membership/import/import_runner.ex

@@ -0,0 +1,170 @@
+defmodule Mv.Membership.Import.ImportRunner do
+  @moduledoc """
+  Orchestrates CSV member import: file reading, progress tracking, chunk processing,
+  and error formatting. Used by `MvWeb.ImportExportLive` to keep LiveView thin.
+
+  This module does not depend on Phoenix or LiveView. It provides pure functions for
+  progress/merge and side-effectful helpers (read_file_entry, process_chunk) that
+  are called from the LiveView or from tasks started by it.
+  """
+
+  use Gettext, backend: MvWeb.Gettext
+
+  alias Mv.Membership.Import.MemberCSV
+
+  @default_max_errors 50
+
+  @doc """
+  Reads file content from a Phoenix LiveView upload entry (path).
+
+  Used as the callback for `consume_uploaded_entries/3`. Returns `{:ok, content}` or
+  `{:error, reason}` with a user-friendly string.
+  """
+  @spec read_file_entry(map(), map()) :: {:ok, String.t()} | {:error, String.t()}
+  def read_file_entry(%{path: path}, _entry) do
+    case File.read(path) do
+      {:ok, content} ->
+        {:ok, content}
+
+      {:error, reason} when is_atom(reason) ->
+        {:error, :file.format_error(reason)}
+
+      {:error, %File.Error{reason: reason}} ->
+        {:error, :file.format_error(reason)}
+
+      {:error, reason} ->
+        {:error, Exception.message(reason)}
+    end
+  end
+
+  @doc """
+  Normalizes the result of `consume_uploaded_entries/3` into `{:ok, content}` or `{:error, reason}`.
+
+  Handles both the standard `[{:ok, content}]` and test helpers that may return `[content]`.
+  """
+  @spec parse_consume_result(list()) :: {:ok, String.t()} | {:error, String.t()}
+  def parse_consume_result(raw) do
+    case raw do
+      [{:ok, content}] when is_binary(content) -> {:ok, content}
+      [content] when is_binary(content) -> {:ok, content}
+      [{:error, reason}] -> {:error, gettext("Failed to read file: %{reason}", reason: reason)}
+      [] -> {:error, gettext("No file was uploaded")}
+      _other -> {:error, gettext("Failed to read uploaded file: unexpected format")}
+    end
+  end
+
+  @doc """
+  Builds the initial progress map from a prepared import_state.
+  """
+  @spec initial_progress(map(), keyword()) :: map()
+  def initial_progress(import_state, opts \\ []) do
+    _max_errors = Keyword.get(opts, :max_errors, @default_max_errors)
+    total = length(import_state.chunks)
+
+    %{
+      inserted: 0,
+      failed: 0,
+      errors: [],
+      warnings: import_state.warnings || [],
+      status: :running,
+      current_chunk: 0,
+      total_chunks: total,
+      errors_truncated?: false
+    }
+  end
+
+  @doc """
+  Merges a chunk result into the current progress and returns updated progress.
+
+  Caps errors at `max_errors` (default 50). Sets `status` to `:done` when all chunks
+  have been processed.
+  """
+  @spec merge_progress(map(), map(), non_neg_integer(), keyword()) :: map()
+  def merge_progress(progress, chunk_result, current_chunk_idx, opts \\ []) do
+    max_errors = Keyword.get(opts, :max_errors, @default_max_errors)
+
+    all_errors = progress.errors ++ chunk_result.errors
+    new_errors = Enum.take(all_errors, max_errors)
+    errors_truncated? = length(all_errors) > max_errors
+    new_warnings = progress.warnings ++ Map.get(chunk_result, :warnings, [])
+
+    chunks_processed = current_chunk_idx + 1
+    new_status = if chunks_processed >= progress.total_chunks, do: :done, else: :running
+
+    %{
+      inserted: progress.inserted + chunk_result.inserted,
+      failed: progress.failed + chunk_result.failed,
+      errors: new_errors,
+      warnings: new_warnings,
+      status: new_status,
+      current_chunk: chunks_processed,
+      total_chunks: progress.total_chunks,
+      errors_truncated?: errors_truncated? || Map.get(chunk_result, :errors_truncated?, false)
+    }
+  end
+
+  @doc """
+  Returns the next action after processing a chunk: send the next chunk index or done.
+  """
+  @spec next_chunk_action(non_neg_integer(), non_neg_integer()) ::
+          {:send_chunk, non_neg_integer()} | :done
+  def next_chunk_action(current_idx, total_chunks) do
+    next_idx = current_idx + 1
+    if next_idx < total_chunks, do: {:send_chunk, next_idx}, else: :done
+  end
+
+  @doc """
+  Processes one chunk (validate + create members), then sends `{:chunk_done, idx, result}`
+  or `{:chunk_error, idx, reason}` to `live_view_pid`.
+
+  Options: `:custom_field_lookup`, `:existing_error_count`, `:max_errors`, `:actor`.
+  """
+  @spec process_chunk(
+          list(),
+          map(),
+          map(),
+          keyword(),
+          pid(),
+          non_neg_integer()
+        ) :: :ok
+  def process_chunk(chunk, column_map, custom_field_map, opts, live_view_pid, idx) do
+    result =
+      try do
+        MemberCSV.process_chunk(chunk, column_map, custom_field_map, opts)
+      rescue
+        e -> {:error, Exception.message(e)}
+      catch
+        :exit, reason -> {:error, inspect(reason)}
+        :throw, reason -> {:error, inspect(reason)}
+      end
+
+    case result do
+      {:ok, chunk_result} -> send(live_view_pid, {:chunk_done, idx, chunk_result})
+      {:error, reason} -> send(live_view_pid, {:chunk_error, idx, reason})
+    end
+
+    :ok
+  end
+
+  @doc """
+  Returns a user-facing error message for chunk failures (invalid index, missing state,
+  or processing failure).
+  """
+  @spec format_chunk_error(
+          :invalid_index | :missing_state | :processing_failed,
+          non_neg_integer(),
+          any()
+        ) ::
+          String.t()
+  def format_chunk_error(:invalid_index, idx, _reason) do
+    gettext("Invalid chunk index: %{idx}", idx: idx)
+  end
+
+  def format_chunk_error(:missing_state, idx, _reason) do
+    gettext("Import state is missing. Cannot process chunk %{idx}.", idx: idx)
+  end
+
+  def format_chunk_error(:processing_failed, idx, reason) do
+    gettext("Failed to process chunk %{idx}: %{reason}", idx: idx, reason: inspect(reason))
+  end
+end

lib/mv/membership/member/validations/email_change_permission.ex

@@ -0,0 +1,75 @@
+defmodule Mv.Membership.Member.Validations.EmailChangePermission do
+  @moduledoc """
+  Validates that only admins or the linked user may change a linked member's email.
+
+  This validation runs on member update when the email attribute is changing.
+  It allows the change only if:
+  - The member is not linked to a user, or
+  - The actor has the admin permission set (via `Mv.Authorization.Actor.admin?/1`), or
+  - The actor is the user linked to this member (actor.member_id == member.id).
+
+  This prevents non-admins from changing another user's linked member email,
+  which would sync to that user's account and break email synchronization.
+
+  Missing actor is not allowed; the system actor counts as admin (via `Actor.admin?/1`).
+  """
+  use Ash.Resource.Validation
+  use Gettext, backend: MvWeb.Gettext, otp_app: :mv
+
+  alias Mv.Authorization.Actor
+  alias Mv.EmailSync.Loader
+
+  @doc """
+  Validates that the actor may change the member's email when the member is linked.
+
+  Only runs when the email attribute is changing (checked inside). Skips when
+  member is not linked. Allows when actor is admin or owns the linked member.
+  """
+  @impl true
+  def validate(changeset, _opts, context) do
+    if Ash.Changeset.changing_attribute?(changeset, :email) do
+      validate_linked_member_email_change(changeset, context)
+    else
+      :ok
+    end
+  end
+
+  defp validate_linked_member_email_change(changeset, context) do
+    linked_user = Loader.get_linked_user(changeset.data)
+
+    if is_nil(linked_user) do
+      :ok
+    else
+      actor = resolve_actor(changeset, context)
+      member_id = changeset.data.id
+
+      if Actor.admin?(actor) or actor_owns_member?(actor, member_id) do
+        :ok
+      else
+        msg =
+          dgettext(
+            "default",
+            "Only administrators or the linked user can change the email for members linked to users"
+          )
+
+        {:error, field: :email, message: msg}
+      end
+    end
+  end
+
+  # Ash stores actor in changeset.context.private.actor; validation context has .actor; some callsites use context.actor
+  defp resolve_actor(changeset, context) do
+    ctx = changeset.context || %{}
+
+    get_in(ctx, [:private, :actor]) ||
+      Map.get(ctx, :actor) ||
+      (context && Map.get(context, :actor))
+  end
+
+  defp actor_owns_member?(nil, _member_id), do: false
+
+  defp actor_owns_member?(actor, member_id) do
+    actor_member_id = Map.get(actor, :member_id) || Map.get(actor, "member_id")
+    actor_member_id == member_id
+  end
+end

lib/mv/membership/member/validations/email_not_used_by_other_user.ex

@@ -8,6 +8,8 @@ defmodule Mv.Membership.Member.Validations.EmailNotUsedByOtherUser do
   This allows creating members with the same email as unlinked users.
   """
   use Ash.Resource.Validation
+
+  alias Mv.EmailSync.Loader
   alias Mv.Helpers
 
   require Logger
@@ -32,7 +34,8 @@ defmodule Mv.Membership.Member.Validations.EmailNotUsedByOtherUser do
   def validate(changeset, _opts, _context) do
     email_changing? = Ash.Changeset.changing_attribute?(changeset, :email)
 
-    linked_user_id = get_linked_user_id(changeset.data)
+    linked_user = Loader.get_linked_user(changeset.data)
+    linked_user_id = if linked_user, do: linked_user.id, else: nil
     is_linked? = not is_nil(linked_user_id)
 
     # Only validate if member is already linked AND email is changing
@@ -53,7 +56,7 @@ defmodule Mv.Membership.Member.Validations.EmailNotUsedByOtherUser do
     query =
       Mv.Accounts.User
       |> Ash.Query.filter(email == ^email)
-      |> maybe_exclude_id(exclude_user_id)
+      |> Mv.Helpers.query_exclude_id(exclude_user_id)
 
     system_actor = SystemActor.get_system_actor()
     opts = Helpers.ash_actor_opts(system_actor)
@@ -73,19 +76,4 @@ defmodule Mv.Membership.Member.Validations.EmailNotUsedByOtherUser do
         :ok
     end
   end
-
-  defp maybe_exclude_id(query, nil), do: query
-  defp maybe_exclude_id(query, id), do: Ash.Query.filter(query, id != ^id)
-
-  defp get_linked_user_id(member_data) do
-    alias Mv.Helpers.SystemActor
-
-    system_actor = SystemActor.get_system_actor()
-    opts = Helpers.ash_actor_opts(system_actor)
-
-    case Ash.load(member_data, :user, opts) do
-      {:ok, %{user: %{id: id}}} -> id
-      _ -> nil
-    end
-  end
 end

lib/mv/membership/member_export.ex

@@ -0,0 +1,450 @@
+defmodule Mv.Membership.MemberExport do
+  @moduledoc """
+  Builds member list and column specs for CSV export.
+
+  Used by `MvWeb.MemberExportController`. Does not perform translations;
+  the controller applies headers (e.g. via `MemberFields.label` / gettext)
+  and sends the download.
+  """
+
+  require Ash.Query
+  import Ash.Expr
+
+  alias Mv.Membership.CustomField
+  alias Mv.Membership.Member
+  alias Mv.Membership.MemberExportSort
+  alias MvWeb.MemberLive.Index.MembershipFeeStatus
+
+  @member_fields_allowlist (Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)) ++
+                             ["membership_fee_status"]
+  @computed_export_fields ["membership_fee_status"]
+  @computed_insert_after "membership_fee_start_date"
+  @custom_field_prefix Mv.Constants.custom_field_prefix()
+  @domain_member_field_strings Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)
+
+  @doc """
+  Fetches members and column specs for export.
+
+  - `actor` - Ash actor (e.g. current user)
+  - `parsed` - Map from controller's parse_and_validate (selected_ids, member_fields, etc.)
+
+  Returns `{:ok, members, column_specs}` or `{:error, :forbidden}`.
+  Column specs have `:kind`, `:key`, and for custom fields `:custom_field`;
+  the controller adds `:header` and optional computed columns to members before CSV export.
+  """
+  @spec fetch(struct(), map()) ::
+          {:ok, [struct()], [map()]} | {:error, :forbidden}
+  def fetch(actor, parsed) do
+    custom_field_ids_union =
+      (parsed.custom_field_ids ++ Map.keys(parsed.boolean_filters || %{})) |> Enum.uniq()
+
+    with {:ok, custom_fields_by_id} <- load_custom_fields_by_id(custom_field_ids_union, actor),
+         {:ok, members} <- load_members(actor, parsed, custom_fields_by_id) do
+      column_specs = build_column_specs(parsed, custom_fields_by_id)
+      {:ok, members, column_specs}
+    end
+  end
+
+  defp load_custom_fields_by_id([], _actor), do: {:ok, %{}}
+
+  defp load_custom_fields_by_id(custom_field_ids, actor) do
+    query =
+      CustomField
+      |> Ash.Query.filter(expr(id in ^custom_field_ids))
+      |> Ash.Query.select([:id, :name, :value_type])
+
+    case Ash.read(query, actor: actor) do
+      {:ok, custom_fields} ->
+        by_id = build_custom_fields_by_id(custom_field_ids, custom_fields)
+        {:ok, by_id}
+
+      {:error, %Ash.Error.Forbidden{}} ->
+        {:error, :forbidden}
+    end
+  end
+
+  defp build_custom_fields_by_id(custom_field_ids, custom_fields) do
+    Enum.reduce(custom_field_ids, %{}, fn id, acc ->
+      find_and_add_custom_field(acc, id, custom_fields)
+    end)
+  end
+
+  defp find_and_add_custom_field(acc, id, custom_fields) do
+    case Enum.find(custom_fields, fn cf -> to_string(cf.id) == to_string(id) end) do
+      nil -> acc
+      cf -> Map.put(acc, id, cf)
+    end
+  end
+
+  defp build_column_specs(parsed, custom_fields_by_id) do
+    member_specs = build_member_column_specs(parsed)
+    custom_specs = build_custom_column_specs(parsed, custom_fields_by_id)
+
+    member_specs ++ custom_specs
+  end
+
+  defp build_member_column_specs(parsed) do
+    Enum.map(parsed.member_fields, fn f ->
+      build_single_member_spec(f, parsed.selectable_member_fields)
+    end)
+    |> Enum.reject(&is_nil/1)
+  end
+
+  defp build_single_member_spec(field, selectable_member_fields) do
+    if field in selectable_member_fields do
+      %{kind: :member_field, key: field}
+    else
+      build_computed_spec(field)
+    end
+  end
+
+  defp build_computed_spec(field) do
+    # only allow known computed export fields to avoid crashing on unknown atoms
+    if field in @computed_export_fields do
+      %{kind: :computed, key: String.to_existing_atom(field)}
+    else
+      # ignore unknown non-selectable fields defensively
+      nil
+    end
+  end
+
+  defp build_custom_column_specs(parsed, custom_fields_by_id) do
+    parsed.custom_field_ids
+    |> Enum.map(fn id -> Map.get(custom_fields_by_id, id) end)
+    |> Enum.reject(&is_nil/1)
+    |> Enum.map(fn cf -> %{kind: :custom_field, key: cf.id, custom_field: cf} end)
+  end
+
+  defp load_members(actor, parsed, custom_fields_by_id) do
+    query = build_members_query(parsed, custom_fields_by_id)
+
+    case Ash.read(query, actor: actor) do
+      {:ok, members} ->
+        processed_members = process_loaded_members(members, parsed, custom_fields_by_id)
+        {:ok, processed_members}
+
+      {:error, %Ash.Error.Forbidden{}} ->
+        {:error, :forbidden}
+    end
+  end
+
+  defp build_members_query(parsed, _custom_fields_by_id) do
+    select_fields =
+      [:id] ++ Enum.map(parsed.selectable_member_fields, &String.to_existing_atom/1)
+
+    custom_field_ids_union = parsed.custom_field_ids ++ Map.keys(parsed.boolean_filters || %{})
+
+    need_cycles =
+      parsed.show_current_cycle or parsed.cycle_status_filter != nil or
+        parsed.computed_fields != [] or
+        "membership_fee_status" in parsed.member_fields
+
+    query =
+      Member
+      |> Ash.Query.new()
+      |> Ash.Query.select(select_fields)
+      |> load_custom_field_values_query(custom_field_ids_union)
+      |> maybe_load_cycles(need_cycles, parsed.show_current_cycle)
+
+    if parsed.selected_ids != [] do
+      Ash.Query.filter(query, expr(id in ^parsed.selected_ids))
+    else
+      query
+      |> apply_search(parsed.query)
+      |> then(fn q ->
+        {q, _sort_after_load} = maybe_sort(q, parsed.sort_field, parsed.sort_order)
+        q
+      end)
+    end
+  end
+
+  defp process_loaded_members(members, parsed, custom_fields_by_id) do
+    members
+    |> apply_post_load_filters(parsed, custom_fields_by_id)
+    |> apply_post_load_sorting(parsed, custom_fields_by_id)
+    |> add_computed_fields(parsed.computed_fields, parsed.show_current_cycle)
+  end
+
+  defp apply_post_load_filters(members, parsed, custom_fields_by_id) do
+    if parsed.selected_ids == [] do
+      members
+      |> apply_cycle_status_filter(parsed.cycle_status_filter, parsed.show_current_cycle)
+      |> MvWeb.MemberLive.Index.apply_boolean_custom_field_filters(
+        parsed.boolean_filters || %{},
+        Map.values(custom_fields_by_id)
+      )
+    else
+      members
+    end
+  end
+
+  defp apply_post_load_sorting(members, parsed, custom_fields_by_id) do
+    if parsed.selected_ids == [] and sort_after_load?(parsed.sort_field) do
+      sort_members_by_custom_field(
+        members,
+        parsed.sort_field,
+        parsed.sort_order,
+        Map.values(custom_fields_by_id)
+      )
+    else
+      members
+    end
+  end
+
+  defp load_custom_field_values_query(query, []), do: query
+
+  defp load_custom_field_values_query(query, custom_field_ids) do
+    cfv_query =
+      Mv.Membership.CustomFieldValue
+      |> Ash.Query.filter(expr(custom_field_id in ^custom_field_ids))
+      |> Ash.Query.load(custom_field: [:id, :name, :value_type])
+
+    Ash.Query.load(query, custom_field_values: cfv_query)
+  end
+
+  defp apply_search(query, nil), do: query
+  defp apply_search(query, ""), do: query
+
+  defp apply_search(query, q) when is_binary(q) do
+    if String.trim(q) != "" do
+      Member.fuzzy_search(query, %{query: q})
+    else
+      query
+    end
+  end
+
+  defp maybe_sort(query, nil, _order), do: {query, false}
+  defp maybe_sort(query, _field, nil), do: {query, false}
+
+  defp maybe_sort(query, field, order) when is_binary(field) do
+    if custom_field_sort?(field) do
+      {query, true}
+    else
+      field_atom = String.to_existing_atom(field)
+
+      if field_atom in (Mv.Constants.member_fields() -- [:notes]) do
+        {Ash.Query.sort(query, [{field_atom, String.to_existing_atom(order)}]), false}
+      else
+        {query, false}
+      end
+    end
+  rescue
+    ArgumentError -> {query, false}
+  end
+
+  defp sort_after_load?(field) when is_binary(field),
+    do: String.starts_with?(field, @custom_field_prefix)
+
+  defp sort_after_load?(_), do: false
+
+  defp sort_members_by_custom_field(members, _field, _order, _custom_fields) when members == [],
+    do: []
+
+  defp sort_members_by_custom_field(members, field, order, custom_fields) when is_binary(field) do
+    id_str = String.trim_leading(field, @custom_field_prefix)
+    custom_field = Enum.find(custom_fields, fn cf -> to_string(cf.id) == id_str end)
+    if is_nil(custom_field), do: members
+
+    key_fn = fn member ->
+      cfv = find_cfv(member, custom_field)
+      raw = if cfv, do: cfv.value, else: nil
+      MemberExportSort.custom_field_sort_key(custom_field.value_type, raw)
+    end
+
+    members
+    |> Enum.map(fn m -> {m, key_fn.(m)} end)
+    |> Enum.sort(fn {_, ka}, {_, kb} -> MemberExportSort.key_lt(ka, kb, order) end)
+    |> Enum.map(fn {m, _} -> m end)
+  end
+
+  defp find_cfv(member, custom_field) do
+    (member.custom_field_values || [])
+    |> Enum.find(fn cfv ->
+      to_string(cfv.custom_field_id) == to_string(custom_field.id) or
+        (Map.get(cfv, :custom_field) &&
+           to_string(cfv.custom_field.id) == to_string(custom_field.id))
+    end)
+  end
+
+  defp custom_field_sort?(field), do: String.starts_with?(field, @custom_field_prefix)
+
+  defp maybe_load_cycles(query, false, _show_current), do: query
+
+  defp maybe_load_cycles(query, true, show_current) do
+    MembershipFeeStatus.load_cycles_for_members(query, show_current)
+  end
+
+  defp apply_cycle_status_filter(members, nil, _show_current), do: members
+
+  defp apply_cycle_status_filter(members, status, show_current) when status in [:paid, :unpaid] do
+    MembershipFeeStatus.filter_members_by_cycle_status(members, status, show_current)
+  end
+
+  defp apply_cycle_status_filter(members, _status, _show_current), do: members
+
+  defp add_computed_fields(members, computed_fields, show_current_cycle) do
+    computed_fields = computed_fields || []
+
+    if "membership_fee_status" in computed_fields do
+      Enum.map(members, fn member ->
+        status = MembershipFeeStatus.get_cycle_status_for_member(member, show_current_cycle)
+        # <= Atom rein
+        Map.put(member, :membership_fee_status, status)
+      end)
+    else
+      members
+    end
+  end
+
+  # Called by controller to build parsed map from raw params (kept here so controller stays thin)
+  @doc """
+  Parses and validates export params (from JSON payload).
+
+  Returns a map with :selected_ids, :member_fields, :selectable_member_fields,
+  :computed_fields, :custom_field_ids, :query, :sort_field, :sort_order,
+  :show_current_cycle, :cycle_status_filter, :boolean_filters.
+  """
+  @spec parse_params(map()) :: map()
+  def parse_params(params) do
+    # DB fields come from "member_fields"
+    raw_member_fields = extract_list(params, "member_fields")
+    member_fields = filter_allowed_member_fields(raw_member_fields)
+
+    # computed fields can come from "computed_fields" (new payload) OR legacy inclusion in member_fields
+    computed_fields =
+      (extract_list(params, "computed_fields") ++ member_fields)
+      |> normalize_computed_fields()
+      |> Enum.filter(&(&1 in @computed_export_fields))
+      |> Enum.uniq()
+
+    # selectable DB fields: only real domain member fields, ordered like the table
+    selectable_member_fields =
+      member_fields
+      |> Enum.filter(&(&1 in @domain_member_field_strings))
+      |> order_member_fields_like_table()
+
+    # final member_fields list (used for column specs order): table order + computed inserted
+    ordered_member_fields =
+      selectable_member_fields
+      |> insert_computed_fields_like_table(computed_fields)
+
+    %{
+      selected_ids: filter_valid_uuids(extract_list(params, "selected_ids")),
+      member_fields: ordered_member_fields,
+      selectable_member_fields: selectable_member_fields,
+      computed_fields: computed_fields,
+      custom_field_ids: filter_valid_uuids(extract_list(params, "custom_field_ids")),
+      query: extract_string(params, "query"),
+      sort_field: extract_string(params, "sort_field"),
+      sort_order: extract_sort_order(params),
+      show_current_cycle: extract_boolean(params, "show_current_cycle"),
+      cycle_status_filter: extract_cycle_status_filter(params),
+      boolean_filters: extract_boolean_filters(params)
+    }
+  end
+
+  defp extract_boolean(params, key) do
+    case Map.get(params, key) do
+      true -> true
+      "true" -> true
+      _ -> false
+    end
+  end
+
+  defp extract_cycle_status_filter(params) do
+    case Map.get(params, "cycle_status_filter") do
+      "paid" -> :paid
+      "unpaid" -> :unpaid
+      _ -> nil
+    end
+  end
+
+  defp extract_boolean_filters(params) do
+    case Map.get(params, "boolean_filters") do
+      map when is_map(map) ->
+        map
+        |> Enum.filter(fn {k, v} ->
+          is_binary(k) and is_boolean(v) and match?({:ok, _}, Ecto.UUID.cast(k))
+        end)
+        |> Enum.into(%{})
+
+      _ ->
+        %{}
+    end
+  end
+
+  defp extract_list(params, key) do
+    case Map.get(params, key) do
+      list when is_list(list) -> list
+      _ -> []
+    end
+  end
+
+  defp extract_string(params, key) do
+    case Map.get(params, key) do
+      s when is_binary(s) -> s
+      _ -> nil
+    end
+  end
+
+  defp extract_sort_order(params) do
+    case Map.get(params, "sort_order") do
+      "asc" -> "asc"
+      "desc" -> "desc"
+      _ -> nil
+    end
+  end
+
+  defp filter_allowed_member_fields(field_list) do
+    allowlist = MapSet.new(@member_fields_allowlist)
+
+    field_list
+    |> Enum.filter(fn field -> is_binary(field) and MapSet.member?(allowlist, field) end)
+    |> Enum.uniq()
+  end
+
+  defp filter_valid_uuids(id_list) when is_list(id_list) do
+    id_list
+    |> Enum.filter(fn id ->
+      is_binary(id) and match?({:ok, _}, Ecto.UUID.cast(id))
+    end)
+    |> Enum.uniq()
+  end
+
+  defp order_member_fields_like_table(fields) when is_list(fields) do
+    table_order = Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)
+    table_order |> Enum.filter(&(&1 in fields))
+  end
+
+  defp insert_computed_fields_like_table(db_fields_ordered, computed_fields) do
+    # Insert membership_fee_status right after membership_fee_start_date (if both selected),
+    # otherwise append at the end of DB fields.
+    computed_fields = computed_fields || []
+
+    db_with_insert =
+      Enum.flat_map(db_fields_ordered, fn f ->
+        if f == @computed_insert_after and "membership_fee_status" in computed_fields do
+          [f, "membership_fee_status"]
+        else
+          [f]
+        end
+      end)
+
+    remaining =
+      computed_fields
+      |> Enum.reject(&(&1 in db_with_insert))
+
+    db_with_insert ++ remaining
+  end
+
+  defp normalize_computed_fields(fields) when is_list(fields) do
+    fields
+    |> Enum.filter(&is_binary/1)
+    |> Enum.map(fn
+      "payment_status" -> "membership_fee_status"
+      other -> other
+    end)
+  end
+
+  defp normalize_computed_fields(_), do: []
+end

lib/mv/membership/member_export_sort.ex

@@ -0,0 +1,44 @@
+defmodule Mv.Membership.MemberExportSort do
+  @moduledoc """
+  Type-stable sort keys for CSV export custom-field sorting.
+
+  Used only by `MvWeb.MemberExportController` when sorting members by a custom field
+  after load. Nil values sort last in ascending order and first in descending order.
+  String and email comparison is case-insensitive.
+  """
+  @doc """
+  Returns a comparable sort key for (value_type, value).
+
+  - Nil: rank 1 so that in asc order nil sorts last, in desc nil sorts first.
+  - date: chronological (ISO8601 string).
+  - boolean: false < true (0 < 1).
+  - integer: numerical order.
+  - string / email: case-insensitive (downcased).
+
+  Handles Ash.Union in value; value_type is the custom field's value_type atom.
+  """
+  @spec custom_field_sort_key(:string | :integer | :boolean | :date | :email, term()) ::
+          {0 | 1, term()}
+  def custom_field_sort_key(_value_type, nil), do: {1, nil}
+
+  def custom_field_sort_key(value_type, %Ash.Union{value: value, type: _type}) do
+    custom_field_sort_key(value_type, value)
+  end
+
+  def custom_field_sort_key(:date, %Date{} = d), do: {0, Date.to_iso8601(d)}
+  def custom_field_sort_key(:boolean, true), do: {0, 1}
+  def custom_field_sort_key(:boolean, false), do: {0, 0}
+  def custom_field_sort_key(:integer, v) when is_integer(v), do: {0, v}
+  def custom_field_sort_key(:string, v) when is_binary(v), do: {0, String.downcase(v)}
+  def custom_field_sort_key(:email, v) when is_binary(v), do: {0, String.downcase(v)}
+  def custom_field_sort_key(_value_type, v), do: {0, to_string(v)}
+
+  @doc """
+  Returns true if key_a should sort before key_b for the given order.
+
+  "asc" -> nil last; "desc" -> nil first. No reverse of list needed.
+  """
+  @spec key_lt({0 | 1, term()}, {0 | 1, term()}, String.t()) :: boolean()
+  def key_lt(key_a, key_b, "asc"), do: key_a < key_b
+  def key_lt(key_a, key_b, "desc"), do: key_b < key_a
+end

lib/mv/membership/members_csv.ex

@@ -0,0 +1,100 @@
+defmodule Mv.Membership.MembersCSV do
+  @moduledoc """
+  Exports members to CSV (RFC 4180) as iodata.
+
+  Uses a column-based API: `export(members, columns)` where each column has
+  `header` (display string, e.g. from Web layer), `kind` (:member_field | :custom_field | :computed),
+  and `key` (member attribute name, custom_field id, or computed key). Custom field columns
+  include a `custom_field` struct for value formatting. Domain code does not use Gettext;
+  headers and computed values come from the caller (e.g. controller).
+  """
+  alias Mv.Membership.CustomFieldValueFormatter
+  alias NimbleCSV.RFC4180
+
+  @doc """
+  Exports a list of members to CSV iodata.
+
+  - `members` - List of member structs or maps (with optional `custom_field_values` loaded)
+  - `columns` - List of column specs: `%{header: String.t(), kind: :member_field | :custom_field | :computed, key: term()}`
+    For `:custom_field`, also pass `custom_field: %CustomField{}`. Header is used as-is (localized by caller).
+
+  Returns iodata suitable for `IO.iodata_to_binary/1` or sending as response body.
+  RFC 4180 escaping and formula-injection safe_cell are applied.
+  """
+  @spec export([struct() | map()], [map()]) :: iodata()
+  def export(members, columns) when is_list(members) do
+    header = build_header(columns)
+    rows = Enum.map(members, fn member -> build_row(member, columns) end)
+    RFC4180.dump_to_iodata([header | rows])
+  end
+
+  defp build_header(columns) do
+    columns
+    |> Enum.map(fn col -> col.header end)
+    |> Enum.map(&safe_cell/1)
+  end
+
+  defp build_row(member, columns) do
+    columns
+    |> Enum.map(fn col -> cell_value(member, col) end)
+    |> Enum.map(&safe_cell/1)
+  end
+
+  defp cell_value(member, %{kind: :member_field, key: key}) do
+    key_atom = key_to_atom(key)
+    value = Map.get(member, key_atom)
+    format_member_value(value)
+  end
+
+  defp cell_value(member, %{kind: :custom_field, key: id, custom_field: cf}) do
+    cfv = get_cfv_by_id(member, id)
+
+    if cfv,
+      do: CustomFieldValueFormatter.format_custom_field_value(cfv.value, cf),
+      else: ""
+  end
+
+  defp cell_value(member, %{kind: :computed, key: key}) do
+    value = Map.get(member, key_to_atom(key))
+    if is_binary(value), do: value, else: ""
+  end
+
+  defp key_to_atom(k) when is_atom(k), do: k
+
+  defp key_to_atom(k) when is_binary(k) do
+    try do
+      String.to_existing_atom(k)
+    rescue
+      ArgumentError -> k
+    end
+  end
+
+  defp get_cfv_by_id(member, id) do
+    values =
+      case Map.get(member, :custom_field_values) do
+        v when is_list(v) -> v
+        _ -> []
+      end
+
+    id_str = to_string(id)
+
+    Enum.find(values, fn cfv ->
+      to_string(cfv.custom_field_id) == id_str or
+        (Map.get(cfv, :custom_field) && to_string(cfv.custom_field.id) == id_str)
+    end)
+  end
+
+  @doc false
+  @spec safe_cell(String.t()) :: String.t()
+  def safe_cell(s) when is_binary(s) do
+    if String.starts_with?(s, ["=", "+", "-", "@", "\t"]), do: "'" <> s, else: s
+  end
+
+  defp format_member_value(nil), do: ""
+  defp format_member_value(true), do: "true"
+  defp format_member_value(false), do: "false"
+  defp format_member_value(%Date{} = d), do: Date.to_iso8601(d)
+  defp format_member_value(%DateTime{} = dt), do: DateTime.to_iso8601(dt)
+  defp format_member_value(%NaiveDateTime{} = dt), do: NaiveDateTime.to_iso8601(dt)
+  defp format_member_value(value), do: to_string(value)
+end

lib/mv/oidc_role_sync.ex

@@ -0,0 +1,148 @@
+defmodule Mv.OidcRoleSync do
+  @moduledoc """
+  Syncs user role from OIDC user_info (e.g. groups claim → Admin role).
+
+  Used after OIDC registration (register_with_rauthy) and on sign-in so that
+  users in the configured admin group get the Admin role; others get Mitglied.
+  Configure via OIDC_ADMIN_GROUP_NAME and OIDC_GROUPS_CLAIM (see OidcRoleSyncConfig).
+
+  Groups are read from user_info (ID token claims) first; if missing or empty,
+  the access_token from oauth_tokens is decoded as JWT and the groups claim is
+  read from there (e.g. Rauthy puts groups in the access token when scope
+  includes "groups").
+
+  ## JWT access token (security)
+
+  The access_token payload is read without signature verification (peek only).
+  We rely on the fact that `oauth_tokens` is only ever passed from the
+  verified OIDC callback (Assent/AshAuthentication after provider token
+  exchange). If callers passed untrusted or tampered tokens, group claims
+  could be forged and a user could be assigned the Admin role. Therefore:
+  do not call this module with user-supplied tokens; it is intended only
+  for the internal flow from the OIDC callback.
+  """
+  alias Mv.Accounts.User
+  alias Mv.Authorization.Role
+  alias Mv.OidcRoleSyncConfig
+
+  @doc """
+  Applies Admin or Mitglied role to the user based on OIDC groups claim.
+
+  - If OIDC_ADMIN_GROUP_NAME is not configured: no-op, returns :ok without changing the user.
+  - If groups (from user_info or access_token) contain the configured admin group: assigns Admin role.
+  - Otherwise: assigns Mitglied role (downgrade if user was Admin).
+
+  user_info is a map (e.g. from ID token claims); oauth_tokens is optional and may
+  contain "access_token" (JWT) from which the groups claim is read when not in user_info.
+  """
+  @spec apply_admin_role_from_user_info(User.t(), map(), map() | nil) :: :ok
+  def apply_admin_role_from_user_info(user, user_info, oauth_tokens \\ nil)
+      when is_map(user_info) do
+    admin_group = OidcRoleSyncConfig.oidc_admin_group_name()
+
+    if is_nil(admin_group) or admin_group == "" do
+      :ok
+    else
+      claim = OidcRoleSyncConfig.oidc_groups_claim()
+      groups = groups_from_user_info(user_info, claim)
+
+      groups =
+        if Enum.empty?(groups), do: groups_from_access_token(oauth_tokens, claim), else: groups
+
+      target_role = if admin_group in groups, do: :admin, else: :mitglied
+      set_user_role(user, target_role)
+    end
+  end
+
+  defp groups_from_user_info(user_info, claim) do
+    value = user_info[claim] || user_info[String.to_existing_atom(claim)]
+    normalize_groups(value)
+  rescue
+    ArgumentError -> normalize_groups(user_info[claim])
+  end
+
+  defp groups_from_access_token(nil, _claim), do: []
+  defp groups_from_access_token(oauth_tokens, _claim) when not is_map(oauth_tokens), do: []
+
+  defp groups_from_access_token(oauth_tokens, claim) do
+    access_token = oauth_tokens["access_token"] || oauth_tokens[:access_token]
+
+    if is_binary(access_token) do
+      case peek_jwt_claims(access_token) do
+        {:ok, claims} ->
+          value = claims[claim] || safe_get_atom(claims, claim)
+          normalize_groups(value)
+
+        _ ->
+          []
+      end
+    else
+      []
+    end
+  end
+
+  defp safe_get_atom(map, key) when is_binary(key) do
+    try do
+      Map.get(map, String.to_existing_atom(key))
+    rescue
+      ArgumentError -> nil
+    end
+  end
+
+  defp safe_get_atom(_map, _key), do: nil
+
+  defp peek_jwt_claims(token) do
+    parts = String.split(token, ".")
+
+    if length(parts) == 3 do
+      [_h, payload_b64, _sig] = parts
+
+      case Base.url_decode64(payload_b64, padding: false) do
+        {:ok, payload} -> Jason.decode(payload)
+        _ -> :error
+      end
+    else
+      :error
+    end
+  end
+
+  defp normalize_groups(nil), do: []
+  defp normalize_groups(list) when is_list(list), do: Enum.map(list, &to_string/1)
+  defp normalize_groups(single) when is_binary(single), do: [single]
+  defp normalize_groups(_), do: []
+
+  defp set_user_role(user, :admin) do
+    case Role.get_admin_role() do
+      {:ok, %Role{} = role} ->
+        do_set_role(user, role)
+
+      _ ->
+        :ok
+    end
+  end
+
+  defp set_user_role(user, :mitglied) do
+    case Role.get_mitglied_role() do
+      {:ok, %Role{} = role} ->
+        do_set_role(user, role)
+
+      _ ->
+        :ok
+    end
+  end
+
+  defp do_set_role(user, role) do
+    if user.role_id == role.id do
+      :ok
+    else
+      user
+      |> Ash.Changeset.for_update(:set_role_from_oidc_sync, %{role_id: role.id})
+      |> Ash.Changeset.set_context(%{private: %{oidc_role_sync: true}})
+      |> Ash.update(domain: Mv.Accounts, context: %{private: %{oidc_role_sync: true}})
+      |> case do
+        {:ok, _} -> :ok
+        {:error, _} -> :ok
+      end
+    end
+  end
+end

lib/mv/oidc_role_sync_config.ex

@@ -0,0 +1,24 @@
+defmodule Mv.OidcRoleSyncConfig do
+  @moduledoc """
+  Runtime configuration for OIDC group → role sync (e.g. admin group → Admin role).
+
+  Reads from Application config `:mv, :oidc_role_sync`:
+  - `:admin_group_name` – OIDC group name that maps to Admin role (optional; when nil, no sync).
+  - `:groups_claim` – JWT/user_info claim name for groups (default: `"groups"`).
+
+  Set via ENV in production: OIDC_ADMIN_GROUP_NAME, OIDC_GROUPS_CLAIM (see config/runtime.exs).
+  """
+  @doc "Returns the OIDC group name that maps to Admin role, or nil if not configured."
+  def oidc_admin_group_name do
+    get(:admin_group_name)
+  end
+
+  @doc "Returns the JWT/user_info claim name for groups; defaults to \"groups\"."
+  def oidc_groups_claim do
+    get(:groups_claim) || "groups"
+  end
+
+  defp get(key) do
+    Application.get_env(:mv, :oidc_role_sync, []) |> Keyword.get(key)
+  end
+end

lib/mv/release.ex

@@ -2,9 +2,22 @@ defmodule Mv.Release do
   @moduledoc """
   Used for executing DB release tasks when run in production without Mix
   installed.
+
+  ## Tasks
+
+  - `migrate/0` - Runs all pending Ecto migrations.
+  - `seed_admin/0` - Ensures an admin user exists from ENV (ADMIN_EMAIL, ADMIN_PASSWORD
+    or ADMIN_PASSWORD_FILE). Idempotent; can be run on every deployment or via shell
+    to update the admin password without redeploying.
   """
   @app :mv
 
+  alias Mv.Accounts
+  alias Mv.Accounts.User
+  alias Mv.Authorization.Role
+
+  require Ash.Query
+
   def migrate do
     load_app()
 
@@ -18,6 +31,158 @@ defmodule Mv.Release do
     {:ok, _, _} = Ecto.Migrator.with_repo(repo, &Ecto.Migrator.run(&1, :down, to: version))
   end
 
+  @doc """
+  Ensures an admin user exists from ENV (ADMIN_EMAIL, ADMIN_PASSWORD or ADMIN_PASSWORD_FILE).
+
+  Starts the application if not already running (required when called via `bin/mv eval`;
+  Ash/Telemetry need the running app). Idempotent.
+
+  - If ADMIN_EMAIL is unset: no-op (idempotent).
+  - If ADMIN_PASSWORD (and ADMIN_PASSWORD_FILE) are unset and the user does not exist:
+    no user is created (no fallback password in production).
+  - If both ADMIN_EMAIL and ADMIN_PASSWORD are set: creates or updates the user with
+    Admin role and the given password. Safe to run on every deployment or via
+    `bin/mv eval "Mv.Release.seed_admin()"` to change the admin password without redeploying.
+  """
+  def seed_admin do
+    # Ensure app (and Telemetry/Ash deps) are started when run via bin/mv eval
+    case Application.ensure_all_started(@app) do
+      {:ok, _} -> :ok
+      {:error, {app, reason}} -> raise "Failed to start #{inspect(app)}: #{inspect(reason)}"
+    end
+
+    admin_email = get_env("ADMIN_EMAIL", nil)
+    admin_password = get_env_or_file("ADMIN_PASSWORD", nil)
+
+    cond do
+      is_nil(admin_email) or admin_email == "" ->
+        :ok
+
+      is_nil(admin_password) or admin_password == "" ->
+        ensure_admin_role_only(admin_email)
+
+      true ->
+        ensure_admin_user(admin_email, admin_password)
+    end
+  end
+
+  defp ensure_admin_role_only(email) do
+    case Role.get_admin_role() do
+      {:ok, nil} ->
+        :ok
+
+      {:ok, %Role{} = admin_role} ->
+        case get_user_by_email(email) do
+          {:ok, %User{} = user} ->
+            user
+            |> Ash.Changeset.for_update(:update, %{})
+            |> Ash.Changeset.manage_relationship(:role, admin_role, type: :append_and_remove)
+            |> Ash.update!(authorize?: false)
+
+            :ok
+
+          _ ->
+            :ok
+        end
+
+      {:error, _} ->
+        :ok
+    end
+  end
+
+  defp ensure_admin_user(email, password) do
+    if is_nil(password) or password == "" do
+      :ok
+    else
+      do_ensure_admin_user(email, password)
+    end
+  end
+
+  defp do_ensure_admin_user(email, password) do
+    case Role.get_admin_role() do
+      {:ok, nil} ->
+        # Admin role does not exist (e.g. migrations not run); skip
+        :ok
+
+      {:ok, %Role{} = admin_role} ->
+        case get_user_by_email(email) do
+          {:ok, nil} ->
+            create_admin_user(email, password, admin_role)
+
+          {:ok, user} ->
+            update_admin_user(user, password, admin_role)
+
+          {:error, _} ->
+            :ok
+        end
+
+      {:error, _} ->
+        :ok
+    end
+  end
+
+  defp create_admin_user(email, password, admin_role) do
+    case Accounts.create_user(%{email: email}, authorize?: false) do
+      {:ok, user} ->
+        user
+        |> Ash.Changeset.for_update(:admin_set_password, %{password: password})
+        |> Ash.update!(authorize?: false)
+        |> then(fn u ->
+          u
+          |> Ash.Changeset.for_update(:update, %{})
+          |> Ash.Changeset.manage_relationship(:role, admin_role, type: :append_and_remove)
+          |> Ash.update!(authorize?: false)
+        end)
+
+        :ok
+
+      {:error, _} ->
+        :ok
+    end
+  end
+
+  defp update_admin_user(user, password, admin_role) do
+    user
+    |> Ash.Changeset.for_update(:admin_set_password, %{password: password})
+    |> Ash.update!(authorize?: false)
+    |> then(fn u ->
+      u
+      |> Ash.Changeset.for_update(:update, %{})
+      |> Ash.Changeset.manage_relationship(:role, admin_role, type: :append_and_remove)
+      |> Ash.update!(authorize?: false)
+    end)
+
+    :ok
+  end
+
+  defp get_user_by_email(email) do
+    User
+    |> Ash.Query.filter(email == ^email)
+    |> Ash.read_one(authorize?: false, domain: Mv.Accounts)
+  end
+
+  defp get_env(key, default) do
+    System.get_env(key, default)
+  end
+
+  defp get_env_or_file(var_name, default) do
+    file_var = "#{var_name}_FILE"
+
+    case System.get_env(file_var) do
+      nil ->
+        System.get_env(var_name, default)
+
+      file_path ->
+        case File.read(file_path) do
+          {:ok, content} ->
+            String.trim_trailing(content)
+
+          {:error, _} ->
+            default
+        end
+    end
+  end
+
   defp repos do
     Application.fetch_env!(@app, :ecto_repos)
   end

lib/mv_web/authorization.ex

@@ -97,12 +97,18 @@ defmodule MvWeb.Authorization do
   @doc """
   Checks if user can access a specific page.
 
+  Nil-safe: returns false when user is nil (e.g. unauthenticated or layout
+  assigns regression), so callers do not need to guard.
+
   ## Examples
 
       iex> admin = %{role: %{permission_set_name: "admin"}}
       iex> can_access_page?(admin, "/admin/roles")
       true
 
+      iex> can_access_page?(nil, "/members")
+      false
+
       iex> mitglied = %{role: %{permission_set_name: "own_data"}}
       iex> can_access_page?(mitglied, "/members")
       false

lib/mv_web/components/core_components.ex

@@ -97,12 +97,13 @@ defmodule MvWeb.CoreComponents do
       <.button navigate={~p"/"}>Home</.button>
       <.button disabled={true}>Disabled</.button>
   """
-  attr :rest, :global, include: ~w(href navigate patch method)
+  attr :rest, :global, include: ~w(href navigate patch method data-testid)
   attr :variant, :string, values: ~w(primary)
   attr :disabled, :boolean, default: false, doc: "Whether the button is disabled"
   slot :inner_block, required: true
 
-  def button(%{rest: rest} = assigns) do
+  def button(assigns) do
+    rest = assigns.rest
     variants = %{"primary" => "btn-primary", nil => "btn-primary btn-soft"}
     assigns = assign(assigns, :class, Map.fetch!(variants, assigns[:variant]))
 
@@ -178,7 +179,8 @@ defmodule MvWeb.CoreComponents do
         aria-haspopup="menu"
         aria-expanded={@open}
         aria-controls={@id}
-        class="btn"
+        aria-label={@button_label}
+        class="btn focus:outline-none focus-visible:ring-2 focus-visible:ring-offset-2 focus-visible:ring-base-content/20"
         phx-click="toggle_dropdown"
         phx-target={@phx_target}
         data-testid="dropdown-button"
@@ -232,11 +234,12 @@ defmodule MvWeb.CoreComponents do
             <button
               type="button"
               role={if @checkboxes, do: "menuitemcheckbox", else: "menuitem"}
+              aria-label={item.label}
               aria-checked={
                 if @checkboxes, do: to_string(Map.get(@selected, item.value, true)), else: nil
               }
               tabindex="0"
-              class="flex items-center gap-2 px-2 py-1 rounded cursor-pointer hover:bg-base-200 w-full text-left"
+              class="flex items-center gap-2 px-2 py-1 rounded cursor-pointer hover:bg-base-200 w-full text-left focus:outline-none focus-visible:ring-2 focus-visible:ring-base-content/20 focus-visible:ring-inset"
               phx-click="select_item"
               phx-keydown="select_item"
               phx-key="Enter"
@@ -247,7 +250,7 @@ defmodule MvWeb.CoreComponents do
                 <input
                   type="checkbox"
                   checked={Map.get(@selected, item.value, true)}
-                  class="checkbox checkbox-sm checkbox-primary"
+                  class="checkbox checkbox-sm checkbox-primary pointer-events-none"
                   tabindex="-1"
                   aria-hidden="true"
                 />
@@ -544,6 +547,9 @@ defmodule MvWeb.CoreComponents do
     attr :label, :string
     attr :class, :string
     attr :col_click, :any, doc: "optional column-specific click handler that overrides row_click"
+
+    attr :sort_field, :any,
+      doc: "optional; when equal to table sort_field, aria-sort is set on this th"
   end
 
   slot :action, doc: "the slot for showing user actions in the last table column"
@@ -559,7 +565,13 @@ defmodule MvWeb.CoreComponents do
       <table class="table table-zebra">
         <thead>
           <tr>
-            <th :for={col <- @col} class={Map.get(col, :class)}>{col[:label]}</th>
+            <th
+              :for={col <- @col}
+              class={Map.get(col, :class)}
+              aria-sort={table_th_aria_sort(col, @sort_field, @sort_order)}
+            >
+              {col[:label]}
+            </th>
             <th :for={dyn_col <- @dynamic_cols}>
               <.live_component
                 module={MvWeb.Components.SortHeaderComponent}
@@ -645,6 +657,16 @@ defmodule MvWeb.CoreComponents do
     """
   end
 
+  defp table_th_aria_sort(col, sort_field, sort_order) do
+    col_sort = Map.get(col, :sort_field)
+
+    if not is_nil(col_sort) and col_sort == sort_field and sort_order in [:asc, :desc] do
+      if sort_order == :asc, do: "ascending", else: "descending"
+    else
+      nil
+    end
+  end
+
   @doc """
   Renders a data list.
 

lib/mv_web/components/layouts/sidebar.ex

@@ -4,6 +4,8 @@ defmodule MvWeb.Layouts.Sidebar do
   """
   use MvWeb, :html
 
+  alias MvWeb.PagePaths
+
   attr :current_user, :map, default: nil, doc: "The current user"
   attr :club_name, :string, required: true, doc: "The name of the club"
   attr :mobile, :boolean, default: false, doc: "Whether this is mobile view"
@@ -70,33 +72,57 @@ defmodule MvWeb.Layouts.Sidebar do
   defp sidebar_menu(assigns) do
     ~H"""
     <ul class="menu flex-1 w-full p-2" role="menubar">
-      <.menu_item
-        href={~p"/members"}
-        icon="hero-users"
-        label={gettext("Members")}
-      />
-
-      <.menu_item
-        href={~p"/membership_fee_types"}
-        icon="hero-currency-euro"
-        label={gettext("Fee Types")}
-      />
-      
-    <!-- Nested Admin Menu -->
-      <.menu_group icon="hero-cog-6-tooth" label={gettext("Administration")}>
-        <.menu_subitem href={~p"/users"} label={gettext("Users")} />
-        <.menu_subitem href={~p"/groups"} label={gettext("Groups")} />
-        <.menu_subitem href={~p"/admin/roles"} label={gettext("Roles")} />
-        <.menu_subitem
-          href={~p"/membership_fee_settings"}
-          label={gettext("Fee Settings")}
+      <%= if can_access_page?(@current_user, PagePaths.members()) do %>
+        <.menu_item
+          href={~p"/members"}
+          icon="hero-users"
+          label={gettext("Members")}
         />
-        <.menu_subitem href={~p"/settings"} label={gettext("Settings")} />
-      </.menu_group>
+      <% end %>
+
+      <%= if can_access_page?(@current_user, PagePaths.membership_fee_types()) do %>
+        <.menu_item
+          href={~p"/membership_fee_types"}
+          icon="hero-currency-euro"
+          label={gettext("Fee Types")}
+        />
+      <% end %>
+
+      <%= if admin_menu_visible?(@current_user) do %>
+        <.menu_group
+          icon="hero-cog-6-tooth"
+          label={gettext("Administration")}
+          testid="sidebar-administration"
+        >
+          <%= if can_access_page?(@current_user, PagePaths.users()) do %>
+            <.menu_subitem href={~p"/users"} label={gettext("Users")} />
+          <% end %>
+          <%= if can_access_page?(@current_user, PagePaths.groups()) do %>
+            <.menu_subitem href={~p"/groups"} label={gettext("Groups")} />
+          <% end %>
+          <%= if can_access_page?(@current_user, PagePaths.admin_roles()) do %>
+            <.menu_subitem href={~p"/admin/roles"} label={gettext("Roles")} />
+          <% end %>
+          <%= if can_access_page?(@current_user, PagePaths.membership_fee_settings()) do %>
+            <.menu_subitem
+              href={~p"/membership_fee_settings"}
+              label={gettext("Fee Settings")}
+            />
+          <% end %>
+          <%= if can_access_page?(@current_user, PagePaths.settings()) do %>
+            <.menu_subitem href={~p"/admin/import-export"} label={gettext("Import/Export")} />
+            <.menu_subitem href={~p"/settings"} label={gettext("Settings")} />
+          <% end %>
+        </.menu_group>
+      <% end %>
     </ul>
     """
   end
 
+  defp admin_menu_visible?(user) do
+    Enum.any?(PagePaths.admin_menu_paths(), &can_access_page?(user, &1))
+  end
+
   attr :href, :string, required: true, doc: "Navigation path"
   attr :icon, :string, required: true, doc: "Heroicon name"
   attr :label, :string, required: true, doc: "Menu item label"
@@ -119,12 +145,13 @@ defmodule MvWeb.Layouts.Sidebar do
 
   attr :icon, :string, required: true, doc: "Heroicon name for the menu group"
   attr :label, :string, required: true, doc: "Menu group label"
+  attr :testid, :string, default: nil, doc: "data-testid for stable test selectors"
   slot :inner_block, required: true, doc: "Submenu items"
 
   defp menu_group(assigns) do
     ~H"""
     <!-- Expanded Mode: Always open div structure -->
-    <li role="none" class="expanded-menu-group">
+    <li role="none" class="expanded-menu-group" data-testid={@testid}>
       <div
         class="flex items-center gap-3"
         role="group"
@@ -138,7 +165,7 @@ defmodule MvWeb.Layouts.Sidebar do
       </ul>
     </li>
     <!-- Collapsed Mode: Dropdown -->
-    <div class="collapsed-menu-group dropdown dropdown-right">
+    <div class="collapsed-menu-group dropdown dropdown-right" data-testid={@testid}>
       <button
         type="button"
         tabindex="0"

lib/mv_web/components/table_components.ex

@@ -20,7 +20,6 @@ defmodule MvWeb.TableComponents do
       type="button"
       phx-click="sort"
       phx-value-field={@field}
-      aria-sort={aria_sort(@sort_field, @sort_order, @field)}
       class="flex items-center gap-1 hover:underline focus:outline-none"
     >
       <span>{@label}</span>
@@ -33,12 +32,4 @@ defmodule MvWeb.TableComponents do
     </button>
     """
   end
-
-  defp aria_sort(current_field, current_order, this_field) do
-    cond do
-      current_field != this_field -> "none"
-      current_order == :asc -> "ascending"
-      true -> "descending"
-    end
-  end
 end

lib/mv_web/controllers/member_export_controller.ex

@@ -0,0 +1,519 @@
+defmodule MvWeb.MemberExportController do
+  @moduledoc """
+  Controller for CSV export of members.
+
+  POST /members/export.csv with form param "payload" (JSON string).
+  Same permission and actor context as the member overview; 403 if unauthorized.
+  """
+  use MvWeb, :controller
+
+  require Ash.Query
+  import Ash.Expr
+
+  alias Mv.Authorization.Actor
+  alias Mv.Membership.CustomField
+  alias Mv.Membership.Member
+  alias Mv.Membership.MembersCSV
+  alias MvWeb.Translations.MemberFields
+  alias MvWeb.MemberLive.Index.MembershipFeeStatus
+  use Gettext, backend: MvWeb.Gettext
+
+  @member_fields_allowlist Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)
+  @computed_export_fields ["membership_fee_status"]
+  @custom_field_prefix Mv.Constants.custom_field_prefix()
+
+  def export(conn, params) do
+    actor = current_actor(conn)
+    if is_nil(actor), do: return_forbidden(conn)
+
+    case params["payload"] do
+      nil ->
+        conn
+        |> put_status(400)
+        |> put_resp_content_type("application/json")
+        |> json(%{error: "payload required"})
+
+      payload when is_binary(payload) ->
+        case Jason.decode(payload) do
+          {:ok, decoded} when is_map(decoded) ->
+            parsed = parse_and_validate(decoded)
+            run_export(conn, actor, parsed)
+
+          _ ->
+            conn
+            |> put_status(400)
+            |> put_resp_content_type("application/json")
+            |> json(%{error: "invalid JSON"})
+        end
+    end
+  end
+
+  defp current_actor(conn) do
+    conn.assigns[:current_user]
+    |> Actor.ensure_loaded()
+  end
+
+  defp return_forbidden(conn) do
+    conn
+    |> put_status(403)
+    |> put_resp_content_type("application/json")
+    |> json(%{error: "Forbidden"})
+    |> halt()
+  end
+
+  defp parse_and_validate(params) do
+    member_fields = filter_allowed_member_fields(extract_list(params, "member_fields"))
+    {selectable_member_fields, computed_fields} = split_member_fields(member_fields)
+
+    %{
+      selected_ids: filter_valid_uuids(extract_list(params, "selected_ids")),
+      member_fields: member_fields,
+      selectable_member_fields: selectable_member_fields,
+      computed_fields:
+        computed_fields ++ filter_existing_atoms(extract_list(params, "computed_fields")),
+      custom_field_ids: filter_valid_uuids(extract_list(params, "custom_field_ids")),
+      query: extract_string(params, "query"),
+      sort_field: extract_string(params, "sort_field"),
+      sort_order: extract_sort_order(params),
+      show_current_cycle: extract_boolean(params, "show_current_cycle")
+    }
+  end
+
+  defp split_member_fields(member_fields) do
+    domain_fields = Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)
+    selectable = Enum.filter(member_fields, fn f -> f in domain_fields end)
+    computed = Enum.filter(member_fields, fn f -> f in @computed_export_fields end)
+    {selectable, computed}
+  end
+
+  defp extract_boolean(params, key) do
+    case Map.get(params, key) do
+      true -> true
+      "true" -> true
+      _ -> false
+    end
+  end
+
+  defp filter_existing_atoms(list) when is_list(list) do
+    list
+    |> Enum.filter(fn name ->
+      is_binary(name) and atom_exists?(name)
+    end)
+    |> Enum.uniq()
+  end
+
+  defp atom_exists?(name) do
+    try do
+      _ = String.to_existing_atom(name)
+      true
+    rescue
+      ArgumentError -> false
+    end
+  end
+
+  defp extract_list(params, key) do
+    case Map.get(params, key) do
+      list when is_list(list) -> list
+      _ -> []
+    end
+  end
+
+  defp extract_string(params, key) do
+    case Map.get(params, key) do
+      s when is_binary(s) -> s
+      _ -> nil
+    end
+  end
+
+  defp extract_sort_order(params) do
+    case Map.get(params, "sort_order") do
+      "asc" -> "asc"
+      "desc" -> "desc"
+      _ -> nil
+    end
+  end
+
+  defp filter_allowed_member_fields(field_list) do
+    allowlist = MapSet.new(@member_fields_allowlist)
+
+    field_list
+    |> Enum.filter(fn field -> is_binary(field) and MapSet.member?(allowlist, field) end)
+    |> Enum.uniq()
+  end
+
+  defp filter_valid_uuids(id_list) when is_list(id_list) do
+    id_list
+    |> Enum.filter(fn id ->
+      is_binary(id) and match?({:ok, _}, Ecto.UUID.cast(id))
+    end)
+    |> Enum.uniq()
+  end
+
+  defp run_export(conn, actor, parsed) do
+    # FIX: Wenn nach einem Custom Field sortiert wird, muss dieses Feld geladen werden,
+    # auch wenn es nicht exportiert wird (sonst kann Export nicht korrekt sortieren).
+    parsed =
+      parsed
+      |> ensure_sort_custom_field_loaded()
+
+    with {:ok, custom_fields_by_id} <- load_custom_fields_by_id(parsed.custom_field_ids, actor),
+         {:ok, members} <- load_members_for_export(actor, parsed, custom_fields_by_id) do
+      columns = build_columns(conn, parsed, custom_fields_by_id)
+      csv_iodata = MembersCSV.export(members, columns)
+      filename = "members-#{Date.utc_today()}.csv"
+
+      send_download(
+        conn,
+        {:binary, IO.iodata_to_binary(csv_iodata)},
+        filename: filename,
+        content_type: "text/csv; charset=utf-8"
+      )
+    else
+      {:error, :forbidden} ->
+        return_forbidden(conn)
+    end
+  end
+
+  defp ensure_sort_custom_field_loaded(%{custom_field_ids: ids, sort_field: sort_field} = parsed) do
+    case extract_sort_custom_field_id(sort_field) do
+      nil ->
+        parsed
+
+      id ->
+        %{parsed | custom_field_ids: Enum.uniq([id | ids])}
+    end
+  end
+
+  defp extract_sort_custom_field_id(field) when is_binary(field) do
+    if String.starts_with?(field, @custom_field_prefix) do
+      String.trim_leading(field, @custom_field_prefix)
+    else
+      nil
+    end
+  end
+
+  defp extract_sort_custom_field_id(_), do: nil
+
+  defp load_custom_fields_by_id([], _actor), do: {:ok, %{}}
+
+  defp load_custom_fields_by_id(custom_field_ids, actor) do
+    query =
+      CustomField
+      |> Ash.Query.filter(expr(id in ^custom_field_ids))
+      |> Ash.Query.select([:id, :name, :value_type])
+
+    query
+    |> Ash.read(actor: actor)
+    |> handle_custom_fields_read_result(custom_field_ids)
+  end
+
+  defp handle_custom_fields_read_result({:ok, custom_fields}, custom_field_ids) do
+    by_id = build_custom_fields_by_id(custom_field_ids, custom_fields)
+    {:ok, by_id}
+  end
+
+  defp handle_custom_fields_read_result({:error, %Ash.Error.Forbidden{}}, _custom_field_ids) do
+    {:error, :forbidden}
+  end
+
+  defp build_custom_fields_by_id(custom_field_ids, custom_fields) do
+    Enum.reduce(custom_field_ids, %{}, fn id, acc ->
+      find_and_add_custom_field(acc, id, custom_fields)
+    end)
+  end
+
+  defp find_and_add_custom_field(acc, id, custom_fields) do
+    case Enum.find(custom_fields, fn cf -> to_string(cf.id) == to_string(id) end) do
+      nil -> acc
+      cf -> Map.put(acc, id, cf)
+    end
+  end
+
+  defp load_members_for_export(actor, parsed, custom_fields_by_id) do
+    select_fields = [:id] ++ Enum.map(parsed.selectable_member_fields, &String.to_existing_atom/1)
+
+    need_cycles =
+      parsed.computed_fields != [] and "membership_fee_status" in parsed.computed_fields
+
+    query =
+      Member
+      |> Ash.Query.new()
+      |> Ash.Query.select(select_fields)
+      |> load_custom_field_values_query(parsed.custom_field_ids)
+      |> maybe_load_cycles(need_cycles, parsed.show_current_cycle)
+
+    query =
+      if parsed.selected_ids != [] do
+        # selected export: filtert die Menge, aber die Sortierung muss trotzdem wie in der Tabelle angewandt werden
+        Ash.Query.filter(query, expr(id in ^parsed.selected_ids))
+      else
+        query
+        |> apply_search_export(parsed.query)
+      end
+
+    # FIX: Sortierung IMMER anwenden (auch bei selected_ids)
+    {query, sort_after_load} = maybe_sort_export(query, parsed.sort_field, parsed.sort_order)
+
+    case Ash.read(query, actor: actor) do
+      {:ok, members} ->
+        members =
+          if sort_after_load do
+            sort_members_by_custom_field_export(
+              members,
+              parsed.sort_field,
+              parsed.sort_order,
+              Map.values(custom_fields_by_id)
+            )
+          else
+            members
+          end
+
+        # Calculate membership_fee_status for computed fields
+        members = add_computed_fields(members, parsed.computed_fields, parsed.show_current_cycle)
+
+        {:ok, members}
+
+      {:error, %Ash.Error.Forbidden{}} ->
+        {:error, :forbidden}
+    end
+  end
+
+  defp maybe_load_cycles(query, false, _show_current), do: query
+
+  defp maybe_load_cycles(query, true, show_current) do
+    MembershipFeeStatus.load_cycles_for_members(query, show_current)
+  end
+
+  # Adds computed field values to members (e.g. membership_fee_status)
+  defp add_computed_fields(members, computed_fields, show_current_cycle) do
+    if "membership_fee_status" in computed_fields do
+      Enum.map(members, fn member ->
+        status = MembershipFeeStatus.get_cycle_status_for_member(member, show_current_cycle)
+        status_string = format_membership_fee_status(status)
+        Map.put(member, :membership_fee_status, status_string)
+      end)
+    else
+      members
+    end
+  end
+
+  # Formats membership fee status as German string
+  defp format_membership_fee_status(:paid), do: gettext("paid")
+  defp format_membership_fee_status(:unpaid), do: gettext("unpaid")
+  defp format_membership_fee_status(:suspended), do: gettext("suspended")
+  defp format_membership_fee_status(nil), do: ""
+
+  defp load_custom_field_values_query(query, []), do: query
+
+  defp load_custom_field_values_query(query, custom_field_ids) do
+    cfv_query =
+      Mv.Membership.CustomFieldValue
+      |> Ash.Query.filter(expr(custom_field_id in ^custom_field_ids))
+      |> Ash.Query.load(custom_field: [:id, :name, :value_type])
+
+    Ash.Query.load(query, custom_field_values: cfv_query)
+  end
+
+  defp apply_search_export(query, nil), do: query
+  defp apply_search_export(query, ""), do: query
+
+  defp apply_search_export(query, q) when is_binary(q) do
+    if String.trim(q) != "" do
+      Member.fuzzy_search(query, %{query: q})
+    else
+      query
+    end
+  end
+
+  defp maybe_sort_export(query, nil, _order), do: {query, false}
+  defp maybe_sort_export(query, _field, nil), do: {query, false}
+
+  defp maybe_sort_export(query, field, order) when is_binary(field) do
+    if custom_field_sort?(field) do
+      # Custom field sort → in-memory nach dem Read (wie Tabelle)
+      {query, true}
+    else
+      field_atom = String.to_existing_atom(field)
+
+      if field_atom in (Mv.Constants.member_fields() -- [:notes]) do
+        {Ash.Query.sort(query, [{field_atom, String.to_existing_atom(order)}]), false}
+      else
+        {query, false}
+      end
+    end
+  rescue
+    ArgumentError -> {query, false}
+  end
+
+  defp custom_field_sort?(field), do: String.starts_with?(field, @custom_field_prefix)
+
+  # ------------------------------------------------------------------
+  # Custom field sorting (match member table behavior)
+  # ------------------------------------------------------------------
+
+  defp sort_members_by_custom_field_export(members, _field, _order, _custom_fields)
+       when members == [],
+       do: []
+
+  defp sort_members_by_custom_field_export(members, field, order, custom_fields)
+       when is_binary(field) do
+    order = order || "asc"
+    id_str = String.trim_leading(field, @custom_field_prefix)
+
+    custom_field =
+      Enum.find(custom_fields, fn cf -> to_string(cf.id) == id_str end)
+
+    if is_nil(custom_field) do
+      members
+    else
+      # Match table:
+      # 1) values first, empty last
+      # 2) sort only values
+      # 3) for desc, reverse only the values-part
+      {with_values, without_values} =
+        Enum.split_with(members, fn member ->
+          has_non_empty_custom_field_value?(member, custom_field)
+        end)
+
+      sorted_with_values =
+        Enum.sort_by(with_values, fn member ->
+          extract_member_sort_value(member, custom_field)
+        end)
+
+      sorted_with_values =
+        if order == "desc", do: Enum.reverse(sorted_with_values), else: sorted_with_values
+
+      sorted_with_values ++ without_values
+    end
+  end
+
+  defp has_non_empty_custom_field_value?(member, custom_field) do
+    case find_cfv(member, custom_field) do
+      nil ->
+        false
+
+      cfv ->
+        extracted = extract_sort_value(cfv.value, custom_field.value_type)
+        not empty_value?(extracted, custom_field.value_type)
+    end
+  end
+
+  defp empty_value?(nil, _type), do: true
+
+  defp empty_value?(value, type) when type in [:string, :email] and is_binary(value) do
+    String.trim(value) == ""
+  end
+
+  defp empty_value?(_value, _type), do: false
+
+  defp find_cfv(member, custom_field) do
+    (member.custom_field_values || [])
+    |> Enum.find(fn cfv ->
+      to_string(cfv.custom_field_id) == to_string(custom_field.id) or
+        (Map.get(cfv, :custom_field) &&
+           to_string(cfv.custom_field.id) == to_string(custom_field.id))
+    end)
+  end
+
+  defp extract_member_sort_value(member, custom_field) do
+    case find_cfv(member, custom_field) do
+      nil -> nil
+      cfv -> extract_sort_value(cfv.value, custom_field.value_type)
+    end
+  end
+
+  defp build_columns(conn, parsed, custom_fields_by_id) do
+    member_cols =
+      Enum.map(parsed.selectable_member_fields, fn field ->
+        %{
+          header: member_field_header(conn, field),
+          kind: :member_field,
+          key: field
+        }
+      end)
+
+    computed_cols =
+      Enum.map(parsed.computed_fields, fn key ->
+        %{
+          header: computed_field_header(conn, key),
+          kind: :computed,
+          key: String.to_existing_atom(key)
+        }
+      end)
+
+    custom_cols =
+      parsed.custom_field_ids
+      |> Enum.map(fn id ->
+        cf = Map.get(custom_fields_by_id, id) || Map.get(custom_fields_by_id, to_string(id))
+
+        if cf do
+          %{
+            header: custom_field_header(conn, cf),
+            kind: :custom_field,
+            key: to_string(id),
+            custom_field: cf
+          }
+        else
+          nil
+        end
+      end)
+      |> Enum.reject(&is_nil/1)
+
+    member_cols ++ computed_cols ++ custom_cols
+  end
+
+  # --- headers: use MemberFields.label for translations ---
+  defp member_field_header(_conn, field) when is_binary(field) do
+    field
+    |> String.to_existing_atom()
+    |> MemberFields.label()
+  rescue
+    ArgumentError ->
+      # Fallback for unknown fields
+      humanize_field(field)
+  end
+
+  defp computed_field_header(_conn, key) when is_atom(key) do
+    # Map export-only alias to canonical UI key for translation
+    atom_key = if key == :payment_status, do: :membership_fee_status, else: key
+    MemberFields.label(atom_key)
+  end
+
+  defp computed_field_header(_conn, key) when is_binary(key) do
+    # Map export-only alias to canonical UI key for translation
+    atom_key =
+      case key do
+        "payment_status" -> :membership_fee_status
+        _ -> String.to_existing_atom(key)
+      end
+
+    MemberFields.label(atom_key)
+  rescue
+    ArgumentError ->
+      # Fallback for unknown computed fields
+      humanize_field(key)
+  end
+
+  defp custom_field_header(_conn, cf) do
+    # Custom fields: meist ist cf.name bereits der Display Name
+    cf.name
+  end
+
+  defp humanize_field(str) do
+    str
+    |> String.replace("_", " ")
+    |> String.split()
+    |> Enum.map_join(" ", &String.capitalize/1)
+  end
+
+  defp extract_sort_value(%Ash.Union{value: value, type: type}, _),
+    do: extract_sort_value(value, type)
+
+  defp extract_sort_value(nil, _), do: nil
+  defp extract_sort_value(value, :string) when is_binary(value), do: value
+  defp extract_sort_value(value, :integer) when is_integer(value), do: value
+  defp extract_sort_value(value, :boolean) when is_boolean(value), do: value
+  defp extract_sort_value(%Date{} = d, :date), do: d
+  defp extract_sort_value(value, :email) when is_binary(value), do: value
+  defp extract_sort_value(value, _), do: to_string(value)
+end

lib/mv_web/helpers/user_helpers.ex

@@ -0,0 +1,58 @@
+defmodule MvWeb.Helpers.UserHelpers do
+  @moduledoc """
+  Helper functions for user-related display in the web layer.
+
+  Provides utilities for showing authentication status without exposing
+  sensitive attributes (e.g. hashed_password).
+  """
+
+  @doc """
+  Returns whether the user has password authentication set.
+
+  Only returns true when `hashed_password` is a non-empty string. This avoids
+  treating `nil`, empty string, or forbidden/redacted values (e.g. when the
+  attribute is not visible to the actor) as "has password".
+
+  ## Examples
+
+      iex> user = %{hashed_password: nil}
+      iex> MvWeb.Helpers.UserHelpers.has_password?(user)
+      false
+
+      iex> user = %{hashed_password: "$2b$12$..."}
+      iex> MvWeb.Helpers.UserHelpers.has_password?(user)
+      true
+
+      iex> user = %{hashed_password: ""}
+      iex> MvWeb.Helpers.UserHelpers.has_password?(user)
+      false
+  """
+  @spec has_password?(map() | struct()) :: boolean()
+  def has_password?(user) when is_map(user) do
+    case Map.get(user, :hashed_password) do
+      hash when is_binary(hash) and byte_size(hash) > 0 -> true
+      _ -> false
+    end
+  end
+
+  @doc """
+  Returns whether the user is linked via OIDC/SSO (has a non-empty oidc_id).
+
+  ## Examples
+
+      iex> user = %{oidc_id: nil}
+      iex> MvWeb.Helpers.UserHelpers.has_oidc?(user)
+      false
+
+      iex> user = %{oidc_id: "sub-from-rauthy"}
+      iex> MvWeb.Helpers.UserHelpers.has_oidc?(user)
+      true
+  """
+  @spec has_oidc?(map() | struct()) :: boolean()
+  def has_oidc?(user) when is_map(user) do
+    case Map.get(user, :oidc_id) do
+      id when is_binary(id) and byte_size(id) > 0 -> true
+      _ -> false
+    end
+  end
+end

lib/mv_web/live/components/field_visibility_dropdown_component.ex

@@ -47,18 +47,19 @@ defmodule MvWeb.Components.FieldVisibilityDropdownComponent do
     custom_fields = assigns.custom_fields || []
 
     all_items =
-      Enum.map(extract_member_field_keys(all_fields), fn field ->
-        %{
-          value: field_to_string(field),
-          label: format_field_label(field)
-        }
-      end) ++
-        Enum.map(extract_custom_field_keys(all_fields), fn field ->
-          %{
-            value: field,
-            label: format_custom_field_label(field, custom_fields)
-          }
-        end)
+      (Enum.map(extract_member_field_keys(all_fields), fn field ->
+         %{
+           value: field_to_string(field),
+           label: format_field_label(field)
+         }
+       end) ++
+         Enum.map(extract_custom_field_keys(all_fields), fn field ->
+           %{
+             value: field,
+             label: format_custom_field_label(field, custom_fields)
+           }
+         end))
+      |> Enum.uniq_by(fn item -> item.value end)
 
     assigns = assign(assigns, :all_items, all_items)
 

lib/mv_web/live/global_settings_live.ex

@@ -7,7 +7,6 @@ defmodule MvWeb.GlobalSettingsLive do
   - Manage custom fields
   - Real-time form validation
   - Success/error feedback
-  - CSV member import (admin only)
 
   ## Settings
   - `club_name` - The name of the association/club (required)
@@ -15,47 +14,19 @@ defmodule MvWeb.GlobalSettingsLive do
   ## Events
   - `validate` - Real-time form validation
   - `save` - Save settings changes
-  - `start_import` - Start CSV member import (admin only)
-
-  ## CSV Import
-
-  The CSV import feature allows administrators to upload CSV files and import members.
-
-  ### File Upload
-
-  Files are uploaded automatically when selected (`auto_upload: true`). No manual
-  upload trigger is required.
-
-  ### Rate Limiting
-
-  Currently, there is no rate limiting for CSV imports. Administrators can start
-  multiple imports in quick succession. This is intentional for bulk data migration
-  scenarios, but should be monitored in production.
-
-  ### Limits
-
-  - Maximum file size: configurable via `config :mv, csv_import: [max_file_size_mb: ...]`
-  - Maximum rows: configurable via `config :mv, csv_import: [max_rows: ...]` (excluding header)
-  - Processing: chunks of 200 rows
-  - Errors: capped at 50 per import
 
   ## Note
   Settings is a singleton resource - there is only one settings record.
   The club_name can also be set via the `ASSOCIATION_NAME` environment variable.
+
+  CSV member import has been moved to the Import/Export page (`/admin/import-export`).
   """
   use MvWeb, :live_view
 
-  alias Mv.Authorization.Actor
-  alias Mv.Config
   alias Mv.Membership
-  alias Mv.Membership.Import.MemberCSV
-  alias MvWeb.Authorization
 
   on_mount {MvWeb.LiveHelpers, :ensure_user_role_loaded}
 
-  # CSV Import configuration constants
-  @max_errors 50
-
   @impl true
   def mount(_params, session, socket) do
     {:ok, settings} = Membership.get_settings()
@@ -69,22 +40,8 @@ defmodule MvWeb.GlobalSettingsLive do
       |> assign(:page_title, gettext("Settings"))
       |> assign(:settings, settings)
       |> assign(:active_editing_section, nil)
-      |> assign(:import_state, nil)
-      |> assign(:import_progress, nil)
-      |> assign(:import_status, :idle)
       |> assign(:locale, locale)
-      |> assign(:max_errors, @max_errors)
-      |> assign(:csv_import_max_rows, Config.csv_import_max_rows())
-      |> assign(:csv_import_max_file_size_mb, Config.csv_import_max_file_size_mb())
       |> assign_form()
-      # Configure file upload with auto-upload enabled
-      # Files are uploaded automatically when selected, no need for manual trigger
-      |> allow_upload(:csv_file,
-        accept: ~w(.csv),
-        max_entries: 1,
-        max_file_size: Config.csv_import_max_file_size_bytes(),
-        auto_upload: true
-      )
 
     {:ok, socket}
   end
@@ -133,211 +90,6 @@ defmodule MvWeb.GlobalSettingsLive do
           actor={@current_user}
         />
       </.form_section>
-
-      <%!-- CSV Import Section (Admin only) --%>
-      <%= if Authorization.can?(@current_user, :create, Mv.Membership.Member) do %>
-        <.form_section title={gettext("Import Members (CSV)")}>
-          <div role="note" class="alert alert-info mb-4">
-            <.icon name="hero-information-circle" class="size-5" aria-hidden="true" />
-            <div>
-              <p class="text-sm mb-2">
-                {gettext(
-                  "Use the data field name as the CSV column header in your file. Data fields must exist in Mila before importing, so they must be listed in the list of memberdate (like e-mail or first name). Unknown data field columns will be ignored with a warning."
-                )}
-              </p>
-              <p class="text-sm">
-                <.link
-                  href="#custom_fields"
-                  class="link"
-                  data-testid="custom-fields-link"
-                >
-                  {gettext("Manage Memberdata")}
-                </.link>
-              </p>
-            </div>
-          </div>
-
-          <div class="mb-4">
-            <p class="text-sm text-base-content/70 mb-2">
-              {gettext("Download CSV templates:")}
-            </p>
-            <ul class="list-disc list-inside space-y-1">
-              <li>
-                <.link
-                  href={~p"/templates/member_import_en.csv"}
-                  download="member_import_en.csv"
-                  class="link link-primary"
-                >
-                  {gettext("English Template")}
-                </.link>
-              </li>
-              <li>
-                <.link
-                  href={~p"/templates/member_import_de.csv"}
-                  download="member_import_de.csv"
-                  class="link link-primary"
-                >
-                  {gettext("German Template")}
-                </.link>
-              </li>
-            </ul>
-          </div>
-
-          <.form
-            id="csv-upload-form"
-            for={%{}}
-            multipart={true}
-            phx-change="validate_csv_upload"
-            phx-submit="start_import"
-            data-testid="csv-upload-form"
-          >
-            <div class="form-control">
-              <label for="csv_file" class="label">
-                <span class="label-text">
-                  {gettext("CSV File")}
-                </span>
-              </label>
-              <.live_file_input
-                upload={@uploads.csv_file}
-                id="csv_file"
-                class="file-input file-input-bordered w-full"
-                aria-describedby="csv_file_help"
-              />
-              <label class="label" id="csv_file_help">
-                <span class="label-text-alt">
-                  {gettext("CSV files only, maximum %{size} MB", size: @csv_import_max_file_size_mb)}
-                </span>
-              </label>
-            </div>
-
-            <.button
-              type="submit"
-              phx-disable-with={gettext("Starting import...")}
-              variant="primary"
-              disabled={
-                @import_status == :running or
-                  Enum.empty?(@uploads.csv_file.entries) or
-                  @uploads.csv_file.entries |> List.first() |> then(&(&1 && not &1.done?))
-              }
-              data-testid="start-import-button"
-            >
-              {gettext("Start Import")}
-            </.button>
-          </.form>
-
-          <%= if @import_status == :running or @import_status == :done do %>
-            <%= if @import_progress do %>
-              <div
-                role="status"
-                aria-live="polite"
-                class="mt-4"
-                data-testid="import-progress-container"
-              >
-                <%= if @import_progress.status == :running do %>
-                  <p class="text-sm" data-testid="import-progress-text">
-                    {gettext("Processing chunk %{current} of %{total}...",
-                      current: @import_progress.current_chunk,
-                      total: @import_progress.total_chunks
-                    )}
-                  </p>
-                <% end %>
-
-                <%= if @import_progress.status == :done do %>
-                  <section class="space-y-4" data-testid="import-results-panel">
-                    <h2 class="text-lg font-semibold">
-                      {gettext("Import Results")}
-                    </h2>
-
-                    <div class="space-y-4">
-                      <div>
-                        <h3 class="text-sm font-semibold mb-2">
-                          {gettext("Summary")}
-                        </h3>
-                        <div class="text-sm space-y-2">
-                          <p>
-                            <.icon
-                              name="hero-check-circle"
-                              class="size-4 inline mr-1"
-                              aria-hidden="true"
-                            />
-                            {gettext("Successfully inserted: %{count} member(s)",
-                              count: @import_progress.inserted
-                            )}
-                          </p>
-                          <%= if @import_progress.failed > 0 do %>
-                            <p>
-                              <.icon
-                                name="hero-exclamation-circle"
-                                class="size-4 inline mr-1"
-                                aria-hidden="true"
-                              />
-                              {gettext("Failed: %{count} row(s)", count: @import_progress.failed)}
-                            </p>
-                          <% end %>
-                          <%= if @import_progress.errors_truncated? do %>
-                            <p>
-                              <.icon
-                                name="hero-information-circle"
-                                class="size-4 inline mr-1"
-                                aria-hidden="true"
-                              />
-                              {gettext("Error list truncated to %{count} entries",
-                                count: @max_errors
-                              )}
-                            </p>
-                          <% end %>
-                        </div>
-                      </div>
-
-                      <%= if length(@import_progress.errors) > 0 do %>
-                        <div data-testid="import-error-list">
-                          <h3 class="text-sm font-semibold mb-2">
-                            <.icon
-                              name="hero-exclamation-circle"
-                              class="size-4 inline mr-1"
-                              aria-hidden="true"
-                            />
-                            {gettext("Errors")}
-                          </h3>
-                          <ul class="list-disc list-inside space-y-1 text-sm">
-                            <%= for error <- @import_progress.errors do %>
-                              <li>
-                                {gettext("Line %{line}: %{message}",
-                                  line: error.csv_line_number || "?",
-                                  message: error.message || gettext("Unknown error")
-                                )}
-                                <%= if error.field do %>
-                                  {gettext(" (Field: %{field})", field: error.field)}
-                                <% end %>
-                              </li>
-                            <% end %>
-                          </ul>
-                        </div>
-                      <% end %>
-
-                      <%= if length(@import_progress.warnings) > 0 do %>
-                        <div class="alert alert-warning">
-                          <.icon name="hero-information-circle" class="size-5" aria-hidden="true" />
-                          <div>
-                            <h3 class="font-semibold mb-2">
-                              {gettext("Warnings")}
-                            </h3>
-                            <ul class="list-disc list-inside space-y-1 text-sm">
-                              <%= for warning <- @import_progress.warnings do %>
-                                <li>{warning}</li>
-                              <% end %>
-                            </ul>
-                          </div>
-                        </div>
-                      <% end %>
-                    </div>
-                  </section>
-                <% end %>
-              </div>
-            <% end %>
-          <% end %>
-        </.form_section>
-      <% end %>
     </Layouts.app>
     """
   end
@@ -370,115 +122,6 @@ defmodule MvWeb.GlobalSettingsLive do
     end
   end
 
-  @impl true
-  def handle_event("validate_csv_upload", _params, socket) do
-    {:noreply, socket}
-  end
-
-  @impl true
-  def handle_event("start_import", _params, socket) do
-    case check_import_prerequisites(socket) do
-      {:error, message} ->
-        {:noreply, put_flash(socket, :error, message)}
-
-      :ok ->
-        process_csv_upload(socket)
-    end
-  end
-
-  # Checks if import can be started (admin permission, status, upload ready)
-  defp check_import_prerequisites(socket) do
-    # Ensure user role is loaded before authorization check
-    user = socket.assigns[:current_user]
-    user_with_role = Actor.ensure_loaded(user)
-
-    cond do
-      not Authorization.can?(user_with_role, :create, Mv.Membership.Member) ->
-        {:error, gettext("Only administrators can import members from CSV files.")}
-
-      socket.assigns.import_status == :running ->
-        {:error, gettext("Import is already running. Please wait for it to complete.")}
-
-      Enum.empty?(socket.assigns.uploads.csv_file.entries) ->
-        {:error, gettext("Please select a CSV file to import.")}
-
-      not List.first(socket.assigns.uploads.csv_file.entries).done? ->
-        {:error,
-         gettext("Please wait for the file upload to complete before starting the import.")}
-
-      true ->
-        :ok
-    end
-  end
-
-  # Processes CSV upload and starts import
-  defp process_csv_upload(socket) do
-    actor = MvWeb.LiveHelpers.current_actor(socket)
-
-    with {:ok, content} <- consume_and_read_csv(socket),
-         {:ok, import_state} <-
-           MemberCSV.prepare(content, max_rows: Config.csv_import_max_rows(), actor: actor) do
-      start_import(socket, import_state)
-    else
-      {:error, reason} when is_binary(reason) ->
-        {:noreply,
-         put_flash(
-           socket,
-           :error,
-           gettext("Failed to prepare CSV import: %{reason}", reason: reason)
-         )}
-
-      {:error, error} ->
-        error_message = format_error_message(error)
-
-        {:noreply,
-         put_flash(
-           socket,
-           :error,
-           gettext("Failed to prepare CSV import: %{error}", error: error_message)
-         )}
-    end
-  end
-
-  # Starts the import process
-  defp start_import(socket, import_state) do
-    progress = initialize_import_progress(import_state)
-
-    socket =
-      socket
-      |> assign(:import_state, import_state)
-      |> assign(:import_progress, progress)
-      |> assign(:import_status, :running)
-
-    send(self(), {:process_chunk, 0})
-
-    {:noreply, socket}
-  end
-
-  # Initializes import progress structure
-  defp initialize_import_progress(import_state) do
-    %{
-      inserted: 0,
-      failed: 0,
-      errors: [],
-      warnings: import_state.warnings || [],
-      status: :running,
-      current_chunk: 0,
-      total_chunks: length(import_state.chunks),
-      errors_truncated?: false
-    }
-  end
-
-  # Formats error messages for display
-  defp format_error_message(error) do
-    case error do
-      %{message: msg} when is_binary(msg) -> msg
-      %{errors: errors} when is_list(errors) -> inspect(errors)
-      reason when is_binary(reason) -> reason
-      other -> inspect(other)
-    end
-  end
-
   @impl true
   def handle_info({:custom_field_saved, _custom_field, action}, socket) do
     send_update(MvWeb.CustomFieldLive.IndexComponent,
@@ -558,139 +201,6 @@ defmodule MvWeb.GlobalSettingsLive do
     {:noreply, assign(socket, :settings, updated_settings)}
   end
 
-  @impl true
-  def handle_info({:process_chunk, idx}, socket) do
-    case socket.assigns do
-      %{import_state: import_state, import_progress: progress}
-      when is_map(import_state) and is_map(progress) ->
-        if idx >= 0 and idx < length(import_state.chunks) do
-          start_chunk_processing_task(socket, import_state, progress, idx)
-        else
-          handle_chunk_error(socket, :invalid_index, idx)
-        end
-
-      _ ->
-        # Missing required assigns - mark as error
-        handle_chunk_error(socket, :missing_state, idx)
-    end
-  end
-
-  @impl true
-  def handle_info({:chunk_done, idx, result}, socket) do
-    case socket.assigns do
-      %{import_state: import_state, import_progress: progress}
-      when is_map(import_state) and is_map(progress) ->
-        handle_chunk_result(socket, import_state, progress, idx, result)
-
-      _ ->
-        # Missing required assigns - mark as error
-        handle_chunk_error(socket, :missing_state, idx)
-    end
-  end
-
-  @impl true
-  def handle_info({:chunk_error, idx, reason}, socket) do
-    handle_chunk_error(socket, :processing_failed, idx, reason)
-  end
-
-  # Starts async task to process a chunk
-  # In tests (SQL sandbox mode), runs synchronously to avoid Ecto Sandbox issues
-  defp start_chunk_processing_task(socket, import_state, progress, idx) do
-    chunk = Enum.at(import_state.chunks, idx)
-    # Ensure user role is loaded before using as actor
-    user = socket.assigns[:current_user]
-    actor = Actor.ensure_loaded(user)
-    live_view_pid = self()
-
-    # Process chunk with existing error count for capping
-    opts = [
-      custom_field_lookup: import_state.custom_field_lookup,
-      existing_error_count: length(progress.errors),
-      max_errors: @max_errors,
-      actor: actor
-    ]
-
-    # Get locale from socket for translations in background tasks
-    locale = socket.assigns[:locale] || "de"
-    Gettext.put_locale(MvWeb.Gettext, locale)
-
-    if Config.sql_sandbox?() do
-      # Run synchronously in tests to avoid Ecto Sandbox issues with async tasks
-      {:ok, chunk_result} =
-        MemberCSV.process_chunk(
-          chunk,
-          import_state.column_map,
-          import_state.custom_field_map,
-          opts
-        )
-
-      # In test mode, send the message - it will be processed when render() is called
-      # in the test. The test helper wait_for_import_completion() handles message processing
-      send(live_view_pid, {:chunk_done, idx, chunk_result})
-    else
-      # Start async task to process chunk in production
-      # Use start_child for fire-and-forget: no monitor, no Task messages
-      # We only use our own send/2 messages for communication
-      Task.Supervisor.start_child(Mv.TaskSupervisor, fn ->
-        # Set locale in task process for translations
-        Gettext.put_locale(MvWeb.Gettext, locale)
-
-        {:ok, chunk_result} =
-          MemberCSV.process_chunk(
-            chunk,
-            import_state.column_map,
-            import_state.custom_field_map,
-            opts
-          )
-
-        send(live_view_pid, {:chunk_done, idx, chunk_result})
-      end)
-    end
-
-    {:noreply, socket}
-  end
-
-  # Handles chunk processing result from async task
-  defp handle_chunk_result(socket, import_state, progress, idx, chunk_result) do
-    # Merge progress
-    new_progress = merge_progress(progress, chunk_result, idx)
-
-    socket =
-      socket
-      |> assign(:import_progress, new_progress)
-      |> assign(:import_status, new_progress.status)
-
-    # Schedule next chunk or mark as done
-    socket = schedule_next_chunk(socket, idx, length(import_state.chunks))
-
-    {:noreply, socket}
-  end
-
-  # Handles chunk processing errors
-  defp handle_chunk_error(socket, error_type, idx, reason \\ nil) do
-    error_message =
-      case error_type do
-        :invalid_index ->
-          gettext("Invalid chunk index: %{idx}", idx: idx)
-
-        :missing_state ->
-          gettext("Import state is missing. Cannot process chunk %{idx}.", idx: idx)
-
-        :processing_failed ->
-          gettext("Failed to process chunk %{idx}: %{reason}",
-            idx: idx,
-            reason: inspect(reason)
-          )
-      end
-
-    socket =
-      socket
-      |> assign(:import_status, :error)
-      |> put_flash(:error, error_message)
-
-    {:noreply, socket}
-  end
-
   defp assign_form(%{assigns: %{settings: settings}} = socket) do
     form =
       AshPhoenix.Form.for_update(
@@ -703,71 +213,4 @@ defmodule MvWeb.GlobalSettingsLive do
 
     assign(socket, form: to_form(form))
   end
-
-  defp consume_and_read_csv(socket) do
-    result =
-      consume_uploaded_entries(socket, :csv_file, fn %{path: path}, _entry ->
-        case File.read(path) do
-          {:ok, content} -> {:ok, content}
-          {:error, reason} -> {:error, Exception.message(reason)}
-        end
-      end)
-
-    result
-    |> case do
-      [content] when is_binary(content) ->
-        {:ok, content}
-
-      [{:ok, content}] when is_binary(content) ->
-        {:ok, content}
-
-      [{:error, reason}] ->
-        {:error, gettext("Failed to read file: %{reason}", reason: reason)}
-
-      [] ->
-        {:error, gettext("No file was uploaded")}
-
-      _other ->
-        {:error, gettext("Failed to read uploaded file")}
-    end
-  end
-
-  defp merge_progress(progress, chunk_result, current_chunk_idx) do
-    # Merge errors with cap of @max_errors overall
-    all_errors = progress.errors ++ chunk_result.errors
-    new_errors = Enum.take(all_errors, @max_errors)
-    errors_truncated? = length(all_errors) > @max_errors
-
-    # Merge warnings (optional dedupe - simple append for now)
-    new_warnings = progress.warnings ++ Map.get(chunk_result, :warnings, [])
-
-    # Update status based on whether we're done
-    # current_chunk_idx is 0-based, so after processing chunk 0, we've processed 1 chunk
-    chunks_processed = current_chunk_idx + 1
-    new_status = if chunks_processed >= progress.total_chunks, do: :done, else: :running
-
-    %{
-      inserted: progress.inserted + chunk_result.inserted,
-      failed: progress.failed + chunk_result.failed,
-      errors: new_errors,
-      warnings: new_warnings,
-      status: new_status,
-      current_chunk: chunks_processed,
-      total_chunks: progress.total_chunks,
-      errors_truncated?: errors_truncated? || chunk_result.errors_truncated?
-    }
-  end
-
-  defp schedule_next_chunk(socket, current_idx, total_chunks) do
-    next_idx = current_idx + 1
-
-    if next_idx < total_chunks do
-      # Schedule next chunk
-      send(self(), {:process_chunk, next_idx})
-      socket
-    else
-      # All chunks processed - status already set to :done in merge_progress
-      socket
-    end
-  end
 end

lib/mv_web/live/import_export_live.ex

@@ -0,0 +1,464 @@
+defmodule MvWeb.ImportExportLive do
+  @moduledoc """
+  LiveView for importing and exporting members via CSV.
+
+  ## Features
+  - CSV member import (admin only)
+  - Real-time import progress tracking
+  - Error and warning reporting
+  - Custom fields support
+
+  ## CSV Import
+
+  The CSV import feature allows administrators to upload CSV files and import members.
+
+  ### File Upload
+
+  Files are uploaded automatically when selected (`auto_upload: true`). No manual
+  upload trigger is required.
+
+  ### Rate Limiting
+
+  Currently, there is no rate limiting for CSV imports. Administrators can start
+  multiple imports in quick succession. This is intentional for bulk data migration
+  scenarios, but should be monitored in production.
+
+  ### Limits
+
+  - Maximum file size: configurable via `config :mv, csv_import: [max_file_size_mb: ...]`
+  - Maximum rows: configurable via `config :mv, csv_import: [max_rows: ...]` (excluding header)
+  - Processing: chunks of 200 rows
+  - Errors: capped at 50 per import
+  """
+  use MvWeb, :live_view
+
+  alias Mv.Authorization.Actor
+  alias Mv.Config
+  alias Mv.Membership
+  alias Mv.Membership.Import.ImportRunner
+  alias Mv.Membership.Import.MemberCSV
+  alias MvWeb.Authorization
+  alias MvWeb.ImportExportLive.Components
+
+  on_mount {MvWeb.LiveHelpers, :ensure_user_role_loaded}
+
+  # Maximum number of errors to collect per import to prevent memory issues
+  # and keep error display manageable. Additional errors are silently dropped
+  # after this limit is reached.
+  @max_errors 50
+
+  # Maximum length for error messages before truncation
+  @max_error_message_length 200
+
+  @impl true
+  def mount(_params, session, socket) do
+    # Get locale from session for translations
+    locale = session["locale"] || "de"
+    Gettext.put_locale(MvWeb.Gettext, locale)
+
+    # Get club name from settings
+    club_name =
+      case Membership.get_settings() do
+        {:ok, settings} -> settings.club_name
+        _ -> "Mitgliederverwaltung"
+      end
+
+    socket =
+      socket
+      |> assign(:page_title, gettext("Import/Export"))
+      |> assign(:club_name, club_name)
+      |> assign(:import_state, nil)
+      |> assign(:import_progress, nil)
+      |> assign(:import_status, :idle)
+      |> assign(:locale, locale)
+      |> assign(:max_errors, @max_errors)
+      |> assign(:csv_import_max_rows, Config.csv_import_max_rows())
+      |> assign(:csv_import_max_file_size_mb, Config.csv_import_max_file_size_mb())
+      # Configure file upload with auto-upload enabled
+      # Files are uploaded automatically when selected, no need for manual trigger
+      |> allow_upload(:csv_file,
+        accept: ~w(.csv),
+        max_entries: 1,
+        max_file_size: Config.csv_import_max_file_size_bytes(),
+        auto_upload: true
+      )
+
+    {:ok, socket}
+  end
+
+  @impl true
+  def render(assigns) do
+    ~H"""
+    <Layouts.app flash={@flash} current_user={@current_user} club_name={@club_name}>
+      <.header>
+        {gettext("Import/Export")}
+        <:subtitle>
+          {gettext("Import members from CSV files or export member data.")}
+        </:subtitle>
+      </.header>
+
+      <%= if Authorization.can?(@current_user, :create, Mv.Membership.Member) do %>
+        <%!-- CSV Import Section --%>
+        <.form_section title={gettext("Import Members (CSV)")}>
+          <Components.custom_fields_notice {assigns} />
+          <Components.template_links {assigns} />
+          <Components.import_form {assigns} />
+          <%= if @import_status == :running or @import_status == :done or @import_status == :error do %>
+            <Components.import_progress {assigns} />
+          <% end %>
+        </.form_section>
+
+        <%!-- Export Section (Placeholder) --%>
+        <.form_section title={gettext("Export Members (CSV)")}>
+          <div role="note" class="alert alert-info">
+            <.icon name="hero-information-circle" class="size-5" aria-hidden="true" />
+            <div>
+              <p class="text-sm">
+                {gettext("Export functionality will be available in a future release.")}
+              </p>
+            </div>
+          </div>
+        </.form_section>
+      <% else %>
+        <div role="alert" class="alert alert-error">
+          <.icon name="hero-exclamation-circle" class="size-5" aria-hidden="true" />
+          <div>
+            <p>{gettext("You do not have permission to access this page.")}</p>
+          </div>
+        </div>
+      <% end %>
+    </Layouts.app>
+    """
+  end
+
+  @impl true
+  def handle_event("validate_csv_upload", _params, socket) do
+    {:noreply, socket}
+  end
+
+  @impl true
+  def handle_event("start_import", _params, socket) do
+    case check_import_prerequisites(socket) do
+      {:error, message} ->
+        {:noreply, put_flash(socket, :error, message)}
+
+      :ok ->
+        process_csv_upload(socket)
+    end
+  end
+
+  # Checks if all prerequisites for starting an import are met.
+  #
+  # Validates:
+  # - User has admin permissions
+  # - No import is currently running
+  # - CSV file is uploaded and ready
+  #
+  # Returns `:ok` if all checks pass, `{:error, message}` otherwise.
+  #
+  # Note: on_mount :ensure_user_role_loaded already guarantees the role is loaded,
+  # so ensure_actor_loaded is primarily for clarity.
+  @spec check_import_prerequisites(Phoenix.LiveView.Socket.t()) ::
+          :ok | {:error, String.t()}
+  defp check_import_prerequisites(socket) do
+    # on_mount already ensures role is loaded, but we keep this for clarity
+    user_with_role = ensure_actor_loaded(socket)
+
+    cond do
+      not Authorization.can?(user_with_role, :create, Mv.Membership.Member) ->
+        {:error, gettext("Only administrators can import members from CSV files.")}
+
+      socket.assigns.import_status == :running ->
+        {:error, gettext("Import is already running. Please wait for it to complete.")}
+
+      Enum.empty?(socket.assigns.uploads.csv_file.entries) ->
+        {:error, gettext("Please select a CSV file to import.")}
+
+      not List.first(socket.assigns.uploads.csv_file.entries).done? ->
+        {:error,
+         gettext("Please wait for the file upload to complete before starting the import.")}
+
+      true ->
+        :ok
+    end
+  end
+
+  # Processes CSV upload and starts import process.
+  #
+  # Reads the uploaded CSV file, prepares it for import, and initiates
+  # the chunked processing workflow.
+  @spec process_csv_upload(Phoenix.LiveView.Socket.t()) ::
+          {:noreply, Phoenix.LiveView.Socket.t()}
+  defp process_csv_upload(socket) do
+    actor = MvWeb.LiveHelpers.current_actor(socket)
+
+    with {:ok, content} <- consume_and_read_csv(socket),
+         {:ok, import_state} <-
+           MemberCSV.prepare(content, max_rows: Config.csv_import_max_rows(), actor: actor) do
+      start_import(socket, import_state)
+    else
+      {:error, reason} when is_binary(reason) ->
+        {:noreply,
+         put_flash(
+           socket,
+           :error,
+           gettext("Failed to prepare CSV import: %{reason}", reason: reason)
+         )}
+
+      {:error, error} ->
+        error_message = format_error_message(error)
+
+        {:noreply,
+         put_flash(
+           socket,
+           :error,
+           gettext("Failed to prepare CSV import: %{reason}", reason: error_message)
+         )}
+    end
+  end
+
+  # Starts the import process by initializing progress tracking and scheduling the first chunk.
+  @spec start_import(Phoenix.LiveView.Socket.t(), map()) ::
+          {:noreply, Phoenix.LiveView.Socket.t()}
+  defp start_import(socket, import_state) do
+    progress = ImportRunner.initial_progress(import_state, max_errors: @max_errors)
+
+    socket =
+      socket
+      |> assign(:import_state, import_state)
+      |> assign(:import_progress, progress)
+      |> assign(:import_status, :running)
+
+    send(self(), {:process_chunk, 0})
+
+    {:noreply, socket}
+  end
+
+  # Formats error messages for user-friendly display.
+  #
+  # Handles various error types including Ash errors, maps with message fields,
+  # lists of errors, and fallback formatting for unknown types.
+  @spec format_error_message(any()) :: String.t()
+  defp format_error_message(error) do
+    case error do
+      %Ash.Error.Invalid{} = ash_error ->
+        format_ash_error(ash_error)
+
+      %{message: msg} when is_binary(msg) ->
+        msg
+
+      %{errors: errors} when is_list(errors) ->
+        format_error_list(errors)
+
+      reason when is_binary(reason) ->
+        reason
+
+      other ->
+        format_unknown_error(other)
+    end
+  end
+
+  # Formats Ash validation errors for display
+  defp format_ash_error(%Ash.Error.Invalid{errors: errors}) when is_list(errors) do
+    Enum.map_join(errors, ", ", &format_single_error/1)
+  end
+
+  defp format_ash_error(error) do
+    format_unknown_error(error)
+  end
+
+  # Formats a list of errors into a readable string
+  defp format_error_list(errors) do
+    Enum.map_join(errors, ", ", &format_single_error/1)
+  end
+
+  # Formats a single error item
+  defp format_single_error(error) when is_map(error) do
+    Map.get(error, :message) || Map.get(error, :field) || inspect(error, limit: :infinity)
+  end
+
+  defp format_single_error(error) do
+    to_string(error)
+  end
+
+  # Formats unknown error types with truncation for very long messages
+  defp format_unknown_error(other) do
+    error_str = inspect(other, limit: :infinity, pretty: true)
+
+    if String.length(error_str) > @max_error_message_length do
+      String.slice(error_str, 0, @max_error_message_length - 3) <> "..."
+    else
+      error_str
+    end
+  end
+
+  @impl true
+  def handle_info({:process_chunk, idx}, socket) do
+    case socket.assigns do
+      %{import_state: import_state, import_progress: progress}
+      when is_map(import_state) and is_map(progress) ->
+        if idx < length(import_state.chunks) do
+          start_chunk_processing_task(socket, import_state, progress, idx)
+        else
+          handle_chunk_error(socket, :invalid_index, idx)
+        end
+
+      _ ->
+        # Missing required assigns - mark as error
+        handle_chunk_error(socket, :missing_state, idx)
+    end
+  end
+
+  @impl true
+  def handle_info({:chunk_done, idx, result}, socket) do
+    case socket.assigns do
+      %{import_state: import_state, import_progress: progress}
+      when is_map(import_state) and is_map(progress) ->
+        handle_chunk_result(socket, import_state, progress, idx, result)
+
+      _ ->
+        # Missing required assigns - mark as error
+        handle_chunk_error(socket, :missing_state, idx)
+    end
+  end
+
+  @impl true
+  def handle_info({:chunk_error, idx, reason}, socket) do
+    handle_chunk_error(socket, :processing_failed, idx, reason)
+  end
+
+  # Starts async task to process a chunk of CSV rows (or runs synchronously in test sandbox).
+  # Locale must be set in the process that runs the chunk (Gettext is process-local); see run_chunk_with_locale/7.
+  @spec start_chunk_processing_task(
+          Phoenix.LiveView.Socket.t(),
+          map(),
+          map(),
+          non_neg_integer()
+        ) :: {:noreply, Phoenix.LiveView.Socket.t()}
+  defp start_chunk_processing_task(socket, import_state, progress, idx) do
+    chunk = Enum.at(import_state.chunks, idx)
+    actor = ensure_actor_loaded(socket)
+    live_view_pid = self()
+    locale = socket.assigns[:locale] || "de"
+
+    opts = [
+      custom_field_lookup: import_state.custom_field_lookup,
+      existing_error_count: length(progress.errors),
+      max_errors: @max_errors,
+      actor: actor
+    ]
+
+    if Config.sql_sandbox?() do
+      run_chunk_with_locale(
+        locale,
+        chunk,
+        import_state.column_map,
+        import_state.custom_field_map,
+        opts,
+        live_view_pid,
+        idx
+      )
+    else
+      Task.Supervisor.start_child(
+        Mv.TaskSupervisor,
+        fn ->
+          run_chunk_with_locale(
+            locale,
+            chunk,
+            import_state.column_map,
+            import_state.custom_field_map,
+            opts,
+            live_view_pid,
+            idx
+          )
+        end
+      )
+    end
+
+    {:noreply, socket}
+  end
+
+  # Sets Gettext locale in the current process, then processes the chunk.
+  # Must be called in the process that runs the chunk (sync: LiveView process; async: Task process).
+  defp run_chunk_with_locale(
+         locale,
+         chunk,
+         column_map,
+         custom_field_map,
+         opts,
+         live_view_pid,
+         idx
+       ) do
+    Gettext.put_locale(MvWeb.Gettext, locale)
+    ImportRunner.process_chunk(chunk, column_map, custom_field_map, opts, live_view_pid, idx)
+  end
+
+  # Handles chunk processing result from async task and schedules the next chunk.
+  @spec handle_chunk_result(
+          Phoenix.LiveView.Socket.t(),
+          map(),
+          map(),
+          non_neg_integer(),
+          map()
+        ) :: {:noreply, Phoenix.LiveView.Socket.t()}
+  defp handle_chunk_result(socket, import_state, progress, idx, chunk_result) do
+    new_progress =
+      ImportRunner.merge_progress(progress, chunk_result, idx, max_errors: @max_errors)
+
+    socket =
+      socket
+      |> assign(:import_progress, new_progress)
+      |> assign(:import_status, new_progress.status)
+      |> maybe_send_next_chunk(idx, length(import_state.chunks))
+
+    {:noreply, socket}
+  end
+
+  defp maybe_send_next_chunk(socket, current_idx, total_chunks) do
+    case ImportRunner.next_chunk_action(current_idx, total_chunks) do
+      {:send_chunk, next_idx} ->
+        send(self(), {:process_chunk, next_idx})
+        socket
+
+      :done ->
+        socket
+    end
+  end
+
+  # Handles chunk processing errors and updates socket with error status.
+  @spec handle_chunk_error(
+          Phoenix.LiveView.Socket.t(),
+          :invalid_index | :missing_state | :processing_failed,
+          non_neg_integer(),
+          any()
+        ) :: {:noreply, Phoenix.LiveView.Socket.t()}
+  defp handle_chunk_error(socket, error_type, idx, reason \\ nil) do
+    message = ImportRunner.format_chunk_error(error_type, idx, reason)
+
+    socket =
+      socket
+      |> assign(:import_status, :error)
+      |> put_flash(:error, message)
+
+    {:noreply, socket}
+  end
+
+  # Consumes uploaded CSV file entries and reads the file content.
+  @spec consume_and_read_csv(Phoenix.LiveView.Socket.t()) ::
+          {:ok, String.t()} | {:error, String.t()}
+  defp consume_and_read_csv(socket) do
+    raw = consume_uploaded_entries(socket, :csv_file, &ImportRunner.read_file_entry/2)
+    ImportRunner.parse_consume_result(raw)
+  end
+
+  # Ensures the actor (user with role) is loaded from socket assigns.
+  #
+  # Note: on_mount :ensure_user_role_loaded already guarantees the role is loaded,
+  # so this is primarily for clarity and defensive programming.
+  @spec ensure_actor_loaded(Phoenix.LiveView.Socket.t()) :: Mv.Accounts.User.t() | nil
+  defp ensure_actor_loaded(socket) do
+    user = socket.assigns[:current_user]
+    # on_mount already ensures role is loaded, but we keep this for clarity
+    Actor.ensure_loaded(user)
+  end
+end

lib/mv_web/live/import_export_live/components.ex

@@ -0,0 +1,272 @@
+defmodule MvWeb.ImportExportLive.Components do
+  @moduledoc """
+  Function components for the Import/Export LiveView: import form, progress, results,
+  custom fields notice, and template links. Keeps the main LiveView focused on
+  mount/handle_event/handle_info and glue code.
+  """
+  use Phoenix.Component
+  use Gettext, backend: MvWeb.Gettext
+
+  import MvWeb.CoreComponents
+
+  use Phoenix.VerifiedRoutes,
+    endpoint: MvWeb.Endpoint,
+    router: MvWeb.Router,
+    statics: MvWeb.static_paths()
+
+  @doc """
+  Renders the info box explaining that data fields must exist before import
+  and linking to Manage Member Data (custom fields).
+  """
+  def custom_fields_notice(assigns) do
+    ~H"""
+    <div role="note" class="alert alert-info mb-4">
+      <.icon name="hero-information-circle" class="size-5" aria-hidden="true" />
+      <div>
+        <p class="text-sm mb-2">
+          {gettext(
+            "Use the data field name as the CSV column header in your file. Data fields must exist in Mila before importing, so they must be listed in the list of member data (like e-mail or first name). Unknown data field columns will be ignored with a warning."
+          )}
+        </p>
+        <p class="text-sm">
+          <.link
+            href={~p"/settings#custom_fields"}
+            class="link"
+            data-testid="custom-fields-link"
+          >
+            {gettext("Manage Member Data")}
+          </.link>
+        </p>
+      </div>
+    </div>
+    """
+  end
+
+  @doc """
+  Renders download links for English and German CSV templates.
+  """
+  def template_links(assigns) do
+    ~H"""
+    <div class="mb-4">
+      <p class="text-sm text-base-content/70 mb-2">
+        {gettext("Download CSV templates:")}
+      </p>
+      <ul class="list-disc list-inside space-y-1">
+        <li>
+          <.link
+            href={~p"/templates/member_import_en.csv"}
+            download="member_import_en.csv"
+            class="link link-primary"
+          >
+            {gettext("English Template")}
+          </.link>
+        </li>
+        <li>
+          <.link
+            href={~p"/templates/member_import_de.csv"}
+            download="member_import_de.csv"
+            class="link link-primary"
+          >
+            {gettext("German Template")}
+          </.link>
+        </li>
+      </ul>
+    </div>
+    """
+  end
+
+  @doc """
+  Renders the CSV file upload form and Start Import button.
+  """
+  def import_form(assigns) do
+    ~H"""
+    <.form
+      id="csv-upload-form"
+      for={%{}}
+      multipart={true}
+      phx-change="validate_csv_upload"
+      phx-submit="start_import"
+      data-testid="csv-upload-form"
+    >
+      <div class="form-control">
+        <label for="csv_file" class="label">
+          <span class="label-text">
+            {gettext("CSV File")}
+          </span>
+        </label>
+        <.live_file_input
+          upload={@uploads.csv_file}
+          id="csv_file"
+          class="file-input file-input-bordered w-full"
+          aria-describedby="csv_file_help"
+        />
+        <p class="label-text-alt mt-1" id="csv_file_help">
+          {gettext("CSV files only, maximum %{size} MB", size: @csv_import_max_file_size_mb)}
+        </p>
+      </div>
+
+      <.button
+        type="submit"
+        phx-disable-with={gettext("Starting import...")}
+        variant="primary"
+        disabled={import_button_disabled?(@import_status, @uploads.csv_file.entries)}
+        data-testid="start-import-button"
+      >
+        {gettext("Start Import")}
+      </.button>
+    </.form>
+    """
+  end
+
+  @doc """
+  Renders import progress text and, when done or aborted, the import results section.
+  """
+  def import_progress(assigns) do
+    ~H"""
+    <%= if @import_progress do %>
+      <div
+        role="status"
+        aria-live="polite"
+        aria-atomic="true"
+        class="mt-4"
+        data-testid="import-progress-container"
+      >
+        <%= if @import_progress.status == :running do %>
+          <p class="text-sm" data-testid="import-progress-text">
+            {gettext("Processing chunk %{current} of %{total}...",
+              current: @import_progress.current_chunk,
+              total: @import_progress.total_chunks
+            )}
+          </p>
+        <% end %>
+
+        <%= if @import_progress.status == :done or @import_status == :error do %>
+          <.import_results {assigns} />
+        <% end %>
+      </div>
+    <% end %>
+    """
+  end
+
+  @doc """
+  Renders import results summary, error list, and warnings.
+  Shown when import is done or aborted (:error); heading reflects state.
+  """
+  def import_results(assigns) do
+    ~H"""
+    <section
+      class="space-y-4"
+      data-testid="import-results-panel"
+      aria-labelledby="import-results-heading"
+    >
+      <h2
+        id="import-results-heading"
+        class="text-lg font-semibold"
+        data-testid="import-results-heading"
+      >
+        <%= if @import_status == :error do %>
+          {gettext("Import aborted")}
+        <% else %>
+          {gettext("Import Results")}
+        <% end %>
+      </h2>
+
+      <div class="space-y-4">
+        <div data-testid="import-summary">
+          <h3 class="text-sm font-semibold mb-2">
+            {gettext("Summary")}
+          </h3>
+          <div class="text-sm space-y-2">
+            <p>
+              <.icon
+                name="hero-check-circle"
+                class="size-4 inline mr-1"
+                aria-hidden="true"
+              />
+              {gettext("Successfully inserted: %{count} member(s)",
+                count: @import_progress.inserted
+              )}
+            </p>
+            <%= if @import_progress.failed > 0 do %>
+              <p>
+                <.icon
+                  name="hero-exclamation-circle"
+                  class="size-4 inline mr-1"
+                  aria-hidden="true"
+                />
+                {gettext("Failed: %{count} row(s)", count: @import_progress.failed)}
+              </p>
+            <% end %>
+            <%= if @import_progress.errors_truncated? do %>
+              <p>
+                <.icon
+                  name="hero-information-circle"
+                  class="size-4 inline mr-1"
+                  aria-hidden="true"
+                />
+                {gettext("Error list truncated to %{count} entries", count: @max_errors)}
+              </p>
+            <% end %>
+          </div>
+        </div>
+
+        <%= if length(@import_progress.errors) > 0 do %>
+          <div
+            role="alert"
+            aria-live="assertive"
+            aria-atomic="true"
+            data-testid="import-error-list"
+          >
+            <h3 class="text-sm font-semibold mb-2">
+              <.icon
+                name="hero-exclamation-circle"
+                class="size-4 inline mr-1"
+                aria-hidden="true"
+              />
+              {gettext("Errors")}
+            </h3>
+            <ul class="list-disc list-inside space-y-1 text-sm">
+              <%= for error <- @import_progress.errors do %>
+                <li>
+                  {gettext("Line %{line}: %{message}",
+                    line: error.csv_line_number || "?",
+                    message: error.message || gettext("Unknown error")
+                  )}
+                  <%= if error.field do %>
+                    {gettext(" (Field: %{field})", field: error.field)}
+                  <% end %>
+                </li>
+              <% end %>
+            </ul>
+          </div>
+        <% end %>
+
+        <%= if length(@import_progress.warnings) > 0 do %>
+          <div class="alert alert-warning" role="alert" data-testid="import-warnings">
+            <.icon name="hero-information-circle" class="size-5" aria-hidden="true" />
+            <div>
+              <h3 class="font-semibold mb-2">
+                {gettext("Warnings")}
+              </h3>
+              <ul class="list-disc list-inside space-y-1 text-sm">
+                <%= for warning <- @import_progress.warnings do %>
+                  <li>{warning}</li>
+                <% end %>
+              </ul>
+            </div>
+          </div>
+        <% end %>
+      </div>
+    </section>
+    """
+  end
+
+  @doc """
+  Returns whether the Start Import button should be disabled.
+  """
+  @spec import_button_disabled?(:idle | :running | :done | :error, [map()]) :: boolean()
+  def import_button_disabled?(:running, _entries), do: true
+  def import_button_disabled?(_status, []), do: true
+  def import_button_disabled?(_status, [entry | _]) when not entry.done?, do: true
+  def import_button_disabled?(_status, _entries), do: false
+end

lib/mv_web/live/member_live/form.ex

@@ -177,7 +177,8 @@ defmodule MvWeb.MemberLive.Form do
                   phx-change="validate"
                   value={@form[:membership_fee_type_id].value || ""}
                 >
-                  <option value="">{gettext("None")}</option>
+                  <%!-- No "None" option: a membership fee type is required (validated in Member resource). --%>
+                  <option value="">{gettext("Select a membership fee type")}</option>
                   <%= for fee_type <- @available_fee_types do %>
                     <option
                       value={fee_type.id}
@@ -189,7 +190,8 @@ defmodule MvWeb.MemberLive.Form do
                     </option>
                   <% end %>
                 </select>
-                <%= for {msg, _opts} <- @form.errors[:membership_fee_type_id] || [] do %>
+                <%= for error <- List.wrap(@form.errors[:membership_fee_type_id] || []) do %>
+                  <% {msg, _opts} = if is_tuple(error), do: error, else: {error, []} %>
                   <p class="text-error text-sm mt-1">{msg}</p>
                 <% end %>
                 <%= if @interval_warning do %>

lib/mv_web/live/member_live/index.html.heex

@@ -2,6 +2,20 @@
   <.header>
     {gettext("Members")}
     <:actions>
+      <form method="post" action={~p"/members/export.csv"} target="_blank" class="inline">
+        <input type="hidden" name="_csrf_token" value={Plug.CSRFProtection.get_csrf_token()} />
+        <input type="hidden" name="payload" value={@export_payload_json} />
+        <button
+          type="submit"
+          class="btn btn-secondary gap-2"
+          aria-label={gettext("Export members to CSV")}
+        >
+          <.icon name="hero-arrow-down-tray" />
+          {gettext("Export to CSV")} ({if @selected_count == 0,
+            do: gettext("all"),
+            else: @selected_count})
+        </button>
+      </form>
       <.button
         class="secondary"
         id="copy-emails-btn"
@@ -23,9 +37,11 @@
         <.icon name="hero-envelope" />
         {gettext("Open in email program")}
       </.button>
-      <.button variant="primary" navigate={~p"/members/new"}>
-        <.icon name="hero-plus" /> {gettext("New Member")}
-      </.button>
+      <%= if can?(@current_user, :create, Mv.Membership.Member) do %>
+        <.button variant="primary" navigate={~p"/members/new"} data-testid="member-new">
+          <.icon name="hero-plus" /> {gettext("New Member")}
+        </.button>
+      <% end %>
     </:actions>
   </.header>
 
@@ -84,6 +100,7 @@
   <.table
     id="members"
     rows={@members}
+    row_id={fn member -> "row-#{member.id}" end}
     row_click={fn member -> JS.navigate(~p"/members/#{member}") end}
     dynamic_cols={@dynamic_cols}
     sort_field={@sort_field}
@@ -279,6 +296,7 @@
     </:col>
     <:col
       :let={member}
+      :if={:membership_fee_status in @member_fields_visible}
       label={gettext("Membership Fee Status")}
     >
       <%= if badge = MvWeb.MemberLive.Index.MembershipFeeStatus.format_cycle_status_badge(
@@ -297,16 +315,23 @@
         <.link navigate={~p"/members/#{member}"}>{gettext("Show")}</.link>
       </div>
 
-      <.link navigate={~p"/members/#{member}/edit"}>{gettext("Edit")}</.link>
+      <%= if can?(@current_user, :update, member) do %>
+        <.link navigate={~p"/members/#{member}/edit"} data-testid="member-edit">
+          {gettext("Edit")}
+        </.link>
+      <% end %>
     </:action>
 
     <:action :let={member}>
-      <.link
-        phx-click={JS.push("delete", value: %{id: member.id}) |> hide("#row-#{member.id}")}
-        data-confirm={gettext("Are you sure?")}
-      >
-        {gettext("Delete")}
-      </.link>
+      <%= if can?(@current_user, :destroy, member) do %>
+        <.link
+          phx-click={JS.push("delete", value: %{id: member.id}) |> hide("#row-#{member.id}")}
+          data-confirm={gettext("Are you sure?")}
+          data-testid="member-delete"
+        >
+          {gettext("Delete")}
+        </.link>
+      <% end %>
     </:action>
   </.table>
 </Layouts.app>

lib/mv_web/live/member_live/index/field_visibility.ex

@@ -18,10 +18,25 @@ defmodule MvWeb.MemberLive.Index.FieldVisibility do
   1. User-specific selection (from URL/Session/Cookie)
   2. Global settings (from database)
   3. Default (all fields visible)
+
+  ## Pseudo Member Fields
+
+  Overview-only fields that are not in `Mv.Constants.member_fields()` (e.g. computed/UI-only).
+  They appear in the field dropdown and in `member_fields_visible` but are not domain attributes.
   """
 
   alias Mv.Membership.Helpers.VisibilityConfig
 
+  # Single UI key for "Membership Fee Status"; only this appears in the dropdown.
+  @pseudo_member_fields [:membership_fee_status]
+
+  # Export/API may accept this as alias; must not appear in the UI options list.
+  @export_only_alias :payment_status
+
+  defp overview_member_fields do
+    Mv.Constants.member_fields() ++ @pseudo_member_fields
+  end
+
   @doc """
   Gets all available fields for selection.
 
@@ -39,7 +54,10 @@ defmodule MvWeb.MemberLive.Index.FieldVisibility do
   """
   @spec get_all_available_fields([struct()]) :: [atom() | String.t()]
   def get_all_available_fields(custom_fields) do
-    member_fields = Mv.Constants.member_fields()
+    member_fields =
+      overview_member_fields()
+      |> Enum.reject(fn field -> field == @export_only_alias end)
+
     custom_field_names = Enum.map(custom_fields, &"custom_field_#{&1.id}")
 
     member_fields ++ custom_field_names
@@ -115,6 +133,7 @@ defmodule MvWeb.MemberLive.Index.FieldVisibility do
     field_selection
     |> Enum.filter(fn {_field, visible} -> visible end)
     |> Enum.map(fn {field_string, _visible} -> to_field_identifier(field_string) end)
+    |> Enum.uniq()
   end
 
   def get_visible_fields(_), do: []
@@ -132,7 +151,7 @@ defmodule MvWeb.MemberLive.Index.FieldVisibility do
   """
   @spec get_visible_member_fields(%{String.t() => boolean()}) :: [atom()]
   def get_visible_member_fields(field_selection) when is_map(field_selection) do
-    member_fields = Mv.Constants.member_fields()
+    member_fields = overview_member_fields()
 
     field_selection
     |> Enum.filter(fn {field_string, visible} ->
@@ -140,10 +159,61 @@ defmodule MvWeb.MemberLive.Index.FieldVisibility do
       visible && field_atom in member_fields
     end)
     |> Enum.map(fn {field_string, _visible} -> to_field_identifier(field_string) end)
+    |> Enum.uniq()
   end
 
   def get_visible_member_fields(_), do: []
 
+  @doc """
+  Returns the list of computed (UI-only) member field atoms.
+
+  These fields are not in the database; they must not be used for Ash query
+  select/sort. Use this to filter sort options and validate sort_field.
+  """
+  @spec computed_member_fields() :: [atom()]
+  def computed_member_fields, do: @pseudo_member_fields
+
+  @doc """
+  Visible member fields that are real DB attributes (from `Mv.Constants.member_fields()`).
+
+  Use for query select/sort. Not for rendering column visibility (use
+  `get_visible_member_fields/1` for that).
+  """
+  @spec get_visible_member_fields_db(%{String.t() => boolean()}) :: [atom()]
+  def get_visible_member_fields_db(field_selection) when is_map(field_selection) do
+    db_fields = MapSet.new(Mv.Constants.member_fields())
+
+    field_selection
+    |> Enum.filter(fn {field_string, visible} ->
+      field_atom = to_field_identifier(field_string)
+      visible && field_atom in db_fields
+    end)
+    |> Enum.map(fn {field_string, _visible} -> to_field_identifier(field_string) end)
+    |> Enum.uniq()
+  end
+
+  def get_visible_member_fields_db(_), do: []
+
+  @doc """
+  Visible member fields that are computed/UI-only (e.g. membership_fee_status).
+
+  Use for rendering; do not use for query select or sort.
+  """
+  @spec get_visible_member_fields_computed(%{String.t() => boolean()}) :: [atom()]
+  def get_visible_member_fields_computed(field_selection) when is_map(field_selection) do
+    computed_set = MapSet.new(@pseudo_member_fields)
+
+    field_selection
+    |> Enum.filter(fn {field_string, visible} ->
+      field_atom = to_field_identifier(field_string)
+      visible && field_atom in computed_set
+    end)
+    |> Enum.map(fn {field_string, _visible} -> to_field_identifier(field_string) end)
+    |> Enum.uniq()
+  end
+
+  def get_visible_member_fields_computed(_), do: []
+
   @doc """
   Gets visible custom fields from field selection.
 
@@ -176,19 +246,23 @@ defmodule MvWeb.MemberLive.Index.FieldVisibility do
     Map.merge(member_visibility, custom_field_visibility)
   end
 
-  # Gets member field visibility from settings
+  # Gets member field visibility from settings (domain fields from settings, pseudo fields default true)
   defp get_member_field_visibility_from_settings(settings) do
     visibility_config =
       VisibilityConfig.normalize(Map.get(settings, :member_field_visibility, %{}))
 
-    member_fields = Mv.Constants.member_fields()
+    domain_fields = Mv.Constants.member_fields()
 
-    Enum.reduce(member_fields, %{}, fn field, acc ->
-      field_string = Atom.to_string(field)
-      # exit_date defaults to false (hidden), all other fields default to true
-      default_visibility = if field == :exit_date, do: false, else: true
-      show_in_overview = Map.get(visibility_config, field, default_visibility)
-      Map.put(acc, field_string, show_in_overview)
+    domain_map =
+      Enum.reduce(domain_fields, %{}, fn field, acc ->
+        field_string = Atom.to_string(field)
+        default_visibility = if field == :exit_date, do: false, else: true
+        show_in_overview = Map.get(visibility_config, field, default_visibility)
+        Map.put(acc, field_string, show_in_overview)
+      end)
+
+    Enum.reduce(@pseudo_member_fields, domain_map, fn field, acc ->
+      Map.put(acc, Atom.to_string(field), true)
     end)
   end
 
@@ -203,16 +277,20 @@ defmodule MvWeb.MemberLive.Index.FieldVisibility do
     end)
   end
 
-  # Converts field string to atom (for member fields) or keeps as string (for custom fields)
+  # Converts field string to atom (for member fields) or keeps as string (for custom fields).
+  # Maps export-only alias to canonical UI key so only one option controls the column.
   defp to_field_identifier(field_string) when is_binary(field_string) do
     if String.starts_with?(field_string, Mv.Constants.custom_field_prefix()) do
       field_string
     else
-      try do
-        String.to_existing_atom(field_string)
-      rescue
-        ArgumentError -> field_string
-      end
+      atom =
+        try do
+          String.to_existing_atom(field_string)
+        rescue
+          ArgumentError -> field_string
+        end
+
+      if atom == @export_only_alias, do: :membership_fee_status, else: atom
     end
   end
 

lib/mv_web/live/member_live/show.ex

@@ -39,9 +39,15 @@ defmodule MvWeb.MemberLive.Show do
           {MvWeb.Helpers.MemberHelpers.display_name(@member)}
         </h1>
 
-        <.button variant="primary" navigate={~p"/members/#{@member}/edit?return_to=show"}>
-          {gettext("Edit Member")}
-        </.button>
+        <%= if can?(@current_user, :update, @member) do %>
+          <.button
+            variant="primary"
+            navigate={~p"/members/#{@member}/edit?return_to=show"}
+            data-testid="member-edit"
+          >
+            {gettext("Edit Member")}
+          </.button>
+        <% end %>
       </div>
 
       <%!-- Tab Navigation --%>
@@ -119,22 +125,26 @@ defmodule MvWeb.MemberLive.Show do
                   />
                 </div>
 
-                <%!-- Linked User --%>
-                <div>
-                  <.data_field label={gettext("Linked User")}>
-                    <%= if @member.user do %>
-                      <.link
-                        navigate={~p"/users/#{@member.user}"}
-                        class="text-blue-700 hover:text-blue-800 underline inline-flex items-center gap-1"
-                      >
-                        <.icon name="hero-user" class="size-4" />
-                        {@member.user.email}
-                      </.link>
-                    <% else %>
-                      <span class="text-base-content/70 italic">{gettext("No user linked")}</span>
-                    <% end %>
-                  </.data_field>
-                </div>
+                <%!-- Linked User: only show when current user can see other users (e.g. admin).
+                  read_only cannot see linked user, so hide the section to avoid "No user linked" when
+                  a user is linked but not visible. --%>
+                <%= if can_access_page?(@current_user, "/users") do %>
+                  <div>
+                    <.data_field label={gettext("Linked User")}>
+                      <%= if @member.user do %>
+                        <.link
+                          navigate={~p"/users/#{@member.user}"}
+                          class="text-blue-700 hover:text-blue-800 underline inline-flex items-center gap-1"
+                        >
+                          <.icon name="hero-user" class="size-4" />
+                          {@member.user.email}
+                        </.link>
+                      <% else %>
+                        <span class="text-base-content/70 italic">{gettext("No user linked")}</span>
+                      <% end %>
+                    </.data_field>
+                  </div>
+                <% end %>
 
                 <%!-- Notes --%>
                 <%= if @member.notes && String.trim(@member.notes) != "" do %>
@@ -281,6 +291,23 @@ defmodule MvWeb.MemberLive.Show do
     {:noreply, assign(socket, :active_tab, :membership_fees)}
   end
 
+  # Flash set in LiveComponent is not shown in parent layout; child sends this to display flash
+  @impl true
+  def handle_info({:put_flash, type, message}, socket) do
+    {:noreply, put_flash(socket, type, message)}
+  end
+
+  # MembershipFeesComponent sends this after cycles are created/deleted/regenerated so parent keeps member in sync
+  @impl true
+  def handle_info({:member_updated, updated_member}, socket) do
+    member =
+      updated_member
+      |> Map.put(:last_cycle_status, get_last_cycle_status(updated_member))
+      |> Map.put(:current_cycle_status, get_current_cycle_status(updated_member))
+
+    {:noreply, assign(socket, :member, member)}
+  end
+
   defp page_title(:show), do: gettext("Show Member")
   defp page_title(:edit), do: gettext("Edit Member")
 

lib/mv_web/live/member_live/show/membership_fees_component.ex

@@ -14,6 +14,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
 
   require Ash.Query
   import MvWeb.LiveHelpers, only: [current_actor: 1]
+  import MvWeb.Authorization, only: [can?: 3]
 
   alias Mv.Membership
   alias Mv.MembershipFees
@@ -49,9 +50,10 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
           <% end %>
         </div>
 
-        <%!-- Action Buttons --%>
+        <%!-- Action Buttons (only when user has permission) --%>
         <div class="flex gap-2 mb-4">
           <.button
+            :if={@member.membership_fee_type != nil and @can_create_cycle}
             phx-click="regenerate_cycles"
             phx-target={@myself}
             class={["btn btn-sm btn-outline", if(@regenerating, do: "btn-disabled", else: "")]}
@@ -61,7 +63,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
             {if(@regenerating, do: gettext("Regenerating..."), else: gettext("Regenerate Cycles"))}
           </.button>
           <.button
-            :if={Enum.any?(@cycles)}
+            :if={Enum.any?(@cycles) and @can_destroy_cycle}
             phx-click="delete_all_cycles"
             phx-target={@myself}
             class="btn btn-sm btn-error btn-outline"
@@ -71,7 +73,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
             {gettext("Delete All Cycles")}
           </.button>
           <.button
-            :if={@member.membership_fee_type}
+            :if={@member.membership_fee_type != nil and @can_create_cycle}
             phx-click="open_create_cycle_modal"
             phx-target={@myself}
             class="btn btn-sm btn-primary"
@@ -103,15 +105,19 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
             </:col>
 
             <:col :let={cycle} label={gettext("Amount")}>
-              <span
-                class="font-mono cursor-pointer hover:text-primary"
-                phx-click="edit_cycle_amount"
-                phx-value-cycle_id={cycle.id}
-                phx-target={@myself}
-                title={gettext("Click to edit amount")}
-              >
-                {MembershipFeeHelpers.format_currency(cycle.amount)}
-              </span>
+              <%= if @can_update_cycle do %>
+                <span
+                  class="font-mono cursor-pointer hover:text-primary"
+                  phx-click="edit_cycle_amount"
+                  phx-value-cycle_id={cycle.id}
+                  phx-target={@myself}
+                  title={gettext("Click to edit amount")}
+                >
+                  {MembershipFeeHelpers.format_currency(cycle.amount)}
+                </span>
+              <% else %>
+                <span class="font-mono">{MembershipFeeHelpers.format_currency(cycle.amount)}</span>
+              <% end %>
             </:col>
 
             <:col :let={cycle} label={gettext("Status")}>
@@ -125,56 +131,60 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
 
             <:action :let={cycle}>
               <div class="flex gap-1">
-                <button
-                  :if={cycle.status != :paid}
-                  type="button"
-                  phx-click="mark_cycle_status"
-                  phx-value-cycle_id={cycle.id}
-                  phx-value-status="paid"
-                  phx-target={@myself}
-                  class="btn btn-sm btn-success"
-                  title={gettext("Mark as paid")}
-                >
-                  <.icon name="hero-check-circle" class="size-4" />
-                  {gettext("Paid")}
-                </button>
-                <button
-                  :if={cycle.status != :suspended}
-                  type="button"
-                  phx-click="mark_cycle_status"
-                  phx-value-cycle_id={cycle.id}
-                  phx-value-status="suspended"
-                  phx-target={@myself}
-                  class="btn btn-sm btn-outline btn-warning"
-                  title={gettext("Mark as suspended")}
-                >
-                  <.icon name="hero-pause-circle" class="size-4" />
-                  {gettext("Suspended")}
-                </button>
-                <button
-                  :if={cycle.status != :unpaid}
-                  type="button"
-                  phx-click="mark_cycle_status"
-                  phx-value-cycle_id={cycle.id}
-                  phx-value-status="unpaid"
-                  phx-target={@myself}
-                  class="btn btn-sm btn-error"
-                  title={gettext("Mark as unpaid")}
-                >
-                  <.icon name="hero-x-circle" class="size-4" />
-                  {gettext("Unpaid")}
-                </button>
-                <button
-                  type="button"
-                  phx-click="delete_cycle"
-                  phx-value-cycle_id={cycle.id}
-                  phx-target={@myself}
-                  class="btn btn-sm btn-error btn-outline"
-                  title={gettext("Delete cycle")}
-                >
-                  <.icon name="hero-trash" class="size-4" />
-                  {gettext("Delete")}
-                </button>
+                <%= if @can_update_cycle do %>
+                  <button
+                    :if={cycle.status != :paid}
+                    type="button"
+                    phx-click="mark_cycle_status"
+                    phx-value-cycle_id={cycle.id}
+                    phx-value-status="paid"
+                    phx-target={@myself}
+                    class="btn btn-sm btn-success"
+                    title={gettext("Mark as paid")}
+                  >
+                    <.icon name="hero-check-circle" class="size-4" />
+                    {gettext("Paid")}
+                  </button>
+                  <button
+                    :if={cycle.status != :suspended}
+                    type="button"
+                    phx-click="mark_cycle_status"
+                    phx-value-cycle_id={cycle.id}
+                    phx-value-status="suspended"
+                    phx-target={@myself}
+                    class="btn btn-sm btn-outline btn-warning"
+                    title={gettext("Mark as suspended")}
+                  >
+                    <.icon name="hero-pause-circle" class="size-4" />
+                    {gettext("Suspended")}
+                  </button>
+                  <button
+                    :if={cycle.status != :unpaid}
+                    type="button"
+                    phx-click="mark_cycle_status"
+                    phx-value-cycle_id={cycle.id}
+                    phx-value-status="unpaid"
+                    phx-target={@myself}
+                    class="btn btn-sm btn-error"
+                    title={gettext("Mark as unpaid")}
+                  >
+                    <.icon name="hero-x-circle" class="size-4" />
+                    {gettext("Unpaid")}
+                  </button>
+                <% end %>
+                <%= if @can_destroy_cycle do %>
+                  <button
+                    type="button"
+                    phx-click="delete_cycle"
+                    phx-value-cycle_id={cycle.id}
+                    phx-target={@myself}
+                    class="btn btn-sm btn-error btn-outline"
+                    title={gettext("Delete cycle")}
+                  >
+                    <.icon name="hero-trash" class="size-4" />
+                    {gettext("Delete")}
+                  </button>
+                <% end %>
               </div>
             </:action>
           </.table>
@@ -408,11 +418,19 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     # Get available fee types (filtered to same interval if member has a type)
     available_fee_types = get_available_fee_types(member, actor)
 
+    # Permission flags for cycle actions (so read_only does not see create/update/destroy UI)
+    can_create_cycle = can?(actor, :create, MembershipFeeCycle)
+    can_destroy_cycle = can?(actor, :destroy, MembershipFeeCycle)
+    can_update_cycle = can?(actor, :update, MembershipFeeCycle)
+
     {:ok,
      socket
      |> assign(assigns)
      |> assign(:cycles, cycles)
      |> assign(:available_fee_types, available_fee_types)
+     |> assign(:can_create_cycle, can_create_cycle)
+     |> assign(:can_destroy_cycle, can_destroy_cycle)
+     |> assign(:can_update_cycle, can_update_cycle)
      |> assign_new(:interval_warning, fn -> nil end)
      |> assign_new(:editing_cycle, fn -> nil end)
      |> assign_new(:deleting_cycle, fn -> nil end)
@@ -439,7 +457,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
          |> assign(:cycles, [])
          |> assign(
            :available_fee_types,
-           get_available_fee_types(updated_member, current_actor(socket))
+           get_available_fee_types(updated_member, actor)
          )
          |> assign(:interval_warning, nil)
          |> put_flash(:info, gettext("Membership fee type removed"))}
@@ -470,13 +488,9 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     if interval_warning do
       {:noreply, assign(socket, :interval_warning, interval_warning)}
     else
-      actor = current_actor(socket)
-
       case update_member_fee_type(member, fee_type_id, actor) do
         {:ok, updated_member} ->
           # Reload member with cycles
-          actor = current_actor(socket)
-
           updated_member =
             updated_member
             |> Ash.load!(
@@ -502,7 +516,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
            |> assign(:cycles, cycles)
            |> assign(
              :available_fee_types,
-             get_available_fee_types(updated_member, current_actor(socket))
+             get_available_fee_types(updated_member, actor)
            )
            |> assign(:interval_warning, nil)
            |> put_flash(:info, gettext("Membership fee type updated. Cycles regenerated."))}
@@ -554,17 +568,15 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
   end
 
   def handle_event("regenerate_cycles", _params, socket) do
+    # Server-side authorization: do not rely on UI hiding the button (e.g. read_only could trigger via DevTools).
     actor = current_actor(socket)
 
-    # SECURITY: Only admins can manually regenerate cycles via UI
-    # Cycle generation itself uses system actor, but UI access should be restricted
-    if actor.role && actor.role.permission_set_name == "admin" do
+    if can?(actor, :create, MembershipFeeCycle) do
       socket = assign(socket, :regenerating, true)
       member = socket.assigns.member
 
       case CycleGenerator.generate_cycles_for_member(member.id) do
         {:ok, _new_cycles, _notifications} ->
-          # Reload member with cycles
           actor = current_actor(socket)
 
           updated_member =
@@ -602,7 +614,8 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     else
       {:noreply,
        socket
-       |> put_flash(:error, gettext("Only administrators can regenerate cycles"))}
+       |> assign(:regenerating, false)
+       |> put_flash(:error, format_error(%Ash.Error.Forbidden{}))}
     end
   end
 
@@ -722,61 +735,31 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     confirmation = String.trim(String.downcase(socket.assigns.delete_all_confirmation))
     expected = String.downcase(gettext("Yes"))
 
-    if confirmation != expected do
+    if confirmation == expected do
+      member = socket.assigns.member
+      actor = current_actor(socket)
+      cycles = socket.assigns.cycles
+
+      reset_modal = fn s ->
+        s
+        |> assign(:deleting_all_cycles, false)
+        |> assign(:delete_all_confirmation, "")
+      end
+
+      if can?(actor, :destroy, MembershipFeeCycle) do
+        do_delete_all_cycles(socket, member, actor, cycles, reset_modal)
+      else
+        {:noreply,
+         socket
+         |> reset_modal.()
+         |> put_flash(:error, format_error(%Ash.Error.Forbidden{}))}
+      end
+    else
       {:noreply,
        socket
        |> assign(:deleting_all_cycles, false)
        |> assign(:delete_all_confirmation, "")
        |> put_flash(:error, gettext("Confirmation text does not match"))}
-    else
-      member = socket.assigns.member
-
-      # Delete all cycles atomically using Ecto query
-      import Ecto.Query
-
-      deleted_count =
-        Mv.Repo.delete_all(
-          from c in Mv.MembershipFees.MembershipFeeCycle,
-            where: c.member_id == ^member.id
-        )
-
-      if deleted_count > 0 do
-        # Reload member to get updated cycles
-        actor = current_actor(socket)
-
-        updated_member =
-          member
-          |> Ash.load!(
-            [
-              :membership_fee_type,
-              membership_fee_cycles: [:membership_fee_type]
-            ],
-            actor: actor
-          )
-
-        updated_cycles =
-          Enum.sort_by(
-            updated_member.membership_fee_cycles || [],
-            & &1.cycle_start,
-            {:desc, Date}
-          )
-
-        send(self(), {:member_updated, updated_member})
-
-        {:noreply,
-         socket
-         |> assign(:member, updated_member)
-         |> assign(:cycles, updated_cycles)
-         |> assign(:deleting_all_cycles, false)
-         |> assign(:delete_all_confirmation, "")
-         |> put_flash(:info, gettext("All cycles deleted"))}
-      else
-        {:noreply,
-         socket
-         |> assign(:deleting_all_cycles, false)
-         |> assign(:delete_all_confirmation, "")
-         |> put_flash(:info, gettext("No cycles to delete"))}
-      end
     end
   end
 
@@ -895,6 +878,55 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
 
   # Helper functions
 
+  defp do_delete_all_cycles(socket, member, actor, cycles, reset_modal) do
+    result =
+      Enum.reduce_while(cycles, {:ok, 0}, fn cycle, {:ok, count} ->
+        case Ash.destroy(cycle, domain: MembershipFees, actor: actor) do
+          :ok -> {:cont, {:ok, count + 1}}
+          {:ok, _} -> {:cont, {:ok, count + 1}}
+          {:error, error} -> {:halt, {:error, error}}
+        end
+      end)
+
+    case result do
+      {:ok, deleted_count} when deleted_count > 0 ->
+        updated_member =
+          member
+          |> Ash.load!(
+            [:membership_fee_type, membership_fee_cycles: [:membership_fee_type]],
+            actor: actor
+          )
+
+        updated_cycles =
+          Enum.sort_by(
+            updated_member.membership_fee_cycles || [],
+            & &1.cycle_start,
+            {:desc, Date}
+          )
+
+        send(self(), {:member_updated, updated_member})
+
+        {:noreply,
+         socket
+         |> assign(:member, updated_member)
+         |> assign(:cycles, updated_cycles)
+         |> reset_modal.()
+         |> put_flash(:info, gettext("All cycles deleted"))}
+
+      {:ok, _} ->
+        {:noreply,
+         socket
+         |> reset_modal.()
+         |> put_flash(:info, gettext("No cycles to delete"))}
+
+      {:error, error} ->
+        {:noreply,
+         socket
+         |> reset_modal.()
+         |> put_flash(:error, format_error(error))}
+    end
+  end
+
   defp get_available_fee_types(member, actor) do
     all_types =
       MembershipFeeType
@@ -940,6 +972,10 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     Enum.map_join(error.errors, ", ", fn e -> e.message end)
   end
 
+  defp format_error(%Ash.Error.Forbidden{}) do
+    gettext("You are not allowed to perform this action.")
+  end
+
   defp format_error(error) when is_binary(error), do: error
   defp format_error(_error), do: gettext("An error occurred")
 

lib/mv_web/live/membership_fee_settings_live.ex

@@ -8,17 +8,20 @@ defmodule MvWeb.MembershipFeeSettingsLive do
   """
   use MvWeb, :live_view
 
+  import MvWeb.LiveHelpers, only: [current_actor: 1]
+
   alias Mv.Membership
   alias Mv.MembershipFees.MembershipFeeType
 
   @impl true
   def mount(_params, _session, socket) do
+    actor = current_actor(socket)
     {:ok, settings} = Membership.get_settings()
 
     membership_fee_types =
       MembershipFeeType
       |> Ash.Query.sort(name: :asc)
-      |> Ash.read!()
+      |> Ash.read!(domain: Mv.MembershipFees, actor: actor)
 
     {:ok,
      socket

lib/mv_web/live/membership_fee_type_live/form.ex

@@ -200,10 +200,12 @@ defmodule MvWeb.MembershipFeeTypeLive.Form do
 
   @impl true
   def mount(params, _session, socket) do
+    actor = current_actor(socket)
+
     membership_fee_type =
       case params["id"] do
         nil -> nil
-        id -> Ash.get!(MembershipFeeType, id, domain: MembershipFees)
+        id -> Ash.get!(MembershipFeeType, id, domain: MembershipFees, actor: actor)
       end
 
     page_title =

lib/mv_web/live/user_live/form.ex

@@ -35,6 +35,8 @@ defmodule MvWeb.UserLive.Form do
 
   require Jason
 
+  alias Mv.Authorization
+
   import MvWeb.LiveHelpers, only: [current_actor: 1, submit_form: 3]
   import MvWeb.Authorization, only: [can?: 3]
 
@@ -49,6 +51,18 @@ defmodule MvWeb.UserLive.Form do
 
       <.form class="max-w-xl" for={@form} id="user-form" phx-change="validate" phx-submit="save">
         <.input field={@form[:email]} label={gettext("Email")} required type="email" />
+
+        <%= if @user && @can_assign_role do %>
+          <div class="mt-4">
+            <.input
+              field={@form[:role_id]}
+              type="select"
+              label={gettext("Role")}
+              options={Enum.map(@roles, &{&1.name, &1.id})}
+              prompt={gettext("Select role...")}
+            />
+          </div>
+        <% end %>
         
     <!-- Password Section -->
         <div class="mt-6">
@@ -67,6 +81,18 @@ defmodule MvWeb.UserLive.Form do
 
           <%= if @show_password_fields do %>
             <div class="p-4 mt-4 space-y-4 rounded-lg bg-gray-50">
+              <%= if @user && MvWeb.Helpers.UserHelpers.has_oidc?(@user) do %>
+                <div class="p-3 mb-4 border border-red-300 rounded-lg bg-red-50" role="alert">
+                  <p class="text-sm font-semibold text-red-800">
+                    {gettext("SSO / OIDC user")}
+                  </p>
+                  <p class="mt-1 text-sm text-red-700">
+                    {gettext(
+                      "This user is linked via SSO (Single Sign-On). A password set or changed here only affects login with email and password in this application. It does not change the password in your identity provider (e.g. Authentik). To change the SSO password, use the identity provider or your organization's IT."
+                    )}
+                  </p>
+                </div>
+              <% end %>
               <.input
                 field={@form[:password]}
                 label={gettext("Password")}
@@ -300,6 +326,9 @@ defmodule MvWeb.UserLive.Form do
 
     # Only admins can link/unlink users to members (permission docs; prevents privilege escalation).
     can_manage_member_linking = can?(actor, :destroy, Mv.Accounts.User)
+    # Only admins can assign user roles (Role update permission).
+    can_assign_role = can?(actor, :update, Mv.Authorization.Role)
+    roles = if can_assign_role, do: load_roles(actor), else: []
 
     {:ok,
      socket
@@ -307,6 +336,8 @@ defmodule MvWeb.UserLive.Form do
      |> assign(user: user)
      |> assign(:page_title, page_title)
      |> assign(:can_manage_member_linking, can_manage_member_linking)
+     |> assign(:can_assign_role, can_assign_role)
+     |> assign(:roles, roles)
      |> assign(:show_password_fields, false)
      |> assign(:member_search_query, "")
      |> assign(:available_members, [])
@@ -357,7 +388,10 @@ defmodule MvWeb.UserLive.Form do
   def handle_event("save", %{"user" => user_params}, socket) do
     actor = current_actor(socket)
 
-    # First save the user without member changes
+    # Include current member in params when not linking/unlinking so update_user's
+    # manage_relationship(on_missing: :unrelate) does not accidentally unlink.
+    user_params = params_with_member_if_unchanged(socket, user_params)
+
     case submit_form(socket.assigns.form, user_params, actor) do
       {:ok, user} ->
         handle_member_linking(socket, user, actor)
@@ -529,6 +563,20 @@ defmodule MvWeb.UserLive.Form do
   defp get_action_name(:update), do: gettext("updated")
   defp get_action_name(other), do: to_string(other)
 
+  # When user has a linked member and we are not linking/unlinking, include current member in params
+  # so update_user's manage_relationship(on_missing: :unrelate) does not unlink the member.
+  defp params_with_member_if_unchanged(socket, params) do
+    user = socket.assigns.user
+    linking = socket.assigns.selected_member_id
+    unlinking = socket.assigns[:unlink_member]
+
+    if user && user.member_id && !linking && !unlinking do
+      Map.put(params, "member", %{"id" => user.member_id})
+    else
+      params
+    end
+  end
+
   defp handle_member_link_error(socket, error) do
     error_message = extract_error_message(error)
 
@@ -572,7 +620,8 @@ defmodule MvWeb.UserLive.Form do
            assigns: %{
              user: user,
              show_password_fields: show_password_fields,
-             can_manage_member_linking: can_manage_member_linking
+             can_manage_member_linking: can_manage_member_linking,
+             can_assign_role: can_assign_role
            }
          } = socket
        ) do
@@ -580,16 +629,25 @@ defmodule MvWeb.UserLive.Form do
 
     form =
       if user do
-        # For existing users: admin uses update_user (email + member); non-admin uses update (email only).
+        # For existing users: admin uses update_user (email + member + role_id); non-admin uses update (email only).
         # Password change uses admin_set_password for both.
         action =
           cond do
             show_password_fields -> :admin_set_password
-            can_manage_member_linking -> :update_user
+            can_manage_member_linking or can_assign_role -> :update_user
             true -> :update
           end
 
-        AshPhoenix.Form.for_update(user, action, domain: Mv.Accounts, as: "user", actor: actor)
+        form =
+          AshPhoenix.Form.for_update(user, action, domain: Mv.Accounts, as: "user", actor: actor)
+
+        # Ensure role_id is always included on submit when role dropdown is shown (AshPhoenix.Form
+        # only submits keys in touched_forms; marking as touched avoids role change being dropped).
+        if can_assign_role and action == :update_user do
+          AshPhoenix.Form.touch(form, [:role_id])
+        else
+          form
+        end
       else
         # For new users, use password registration if password fields are shown
         action = if show_password_fields, do: :register_with_password, else: :create_user
@@ -668,6 +726,14 @@ defmodule MvWeb.UserLive.Form do
     Mv.Membership.Member.filter_by_email_match(members, user_email_str)
   end
 
+  @spec load_roles(any()) :: [Mv.Authorization.Role.t()]
+  defp load_roles(actor) do
+    case Authorization.list_roles(actor: actor) do
+      {:ok, roles} -> roles
+      {:error, _} -> []
+    end
+  end
+
   # Extract user-friendly error message from Ash.Error
   @spec extract_error_message(any()) :: String.t()
   defp extract_error_message(%Ash.Error.Invalid{errors: errors}) when is_list(errors) do

lib/mv_web/live/user_live/index.ex

@@ -35,7 +35,7 @@ defmodule MvWeb.UserLive.Index do
     users =
       Mv.Accounts.User
       |> Ash.Query.filter(email != ^Mv.Helpers.SystemActor.system_user_email())
-      |> Ash.read!(domain: Mv.Accounts, load: [:member], actor: actor)
+      |> Ash.read!(domain: Mv.Accounts, load: [:member, :role], actor: actor)
 
     sorted = Enum.sort_by(users, & &1.email)
 

lib/mv_web/live/user_live/index.html.heex

@@ -2,13 +2,22 @@
   <.header>
     {gettext("Listing Users")}
     <:actions>
-      <.button variant="primary" navigate={~p"/users/new"}>
-        <.icon name="hero-plus" /> {gettext("New User")}
-      </.button>
+      <%= if can?(@current_user, :create, Mv.Accounts.User) do %>
+        <.button variant="primary" navigate={~p"/users/new"} data-testid="user-new">
+          <.icon name="hero-plus" /> {gettext("New User")}
+        </.button>
+      <% end %>
     </:actions>
   </.header>
 
-  <.table id="users" rows={@users} row_click={fn user -> JS.navigate(~p"/users/#{user}") end}>
+  <.table
+    id="users"
+    rows={@users}
+    row_id={fn user -> "row-#{user.id}" end}
+    row_click={fn user -> JS.navigate(~p"/users/#{user}") end}
+    sort_field={@sort_field}
+    sort_order={@sort_order}
+  >
     <:col
       :let={user}
       label={
@@ -38,6 +47,7 @@
     </:col>
     <:col
       :let={user}
+      sort_field={:email}
       label={
         sort_button(%{
           field: :email,
@@ -49,11 +59,28 @@
     >
       {user.email}
     </:col>
+    <:col :let={user} label={gettext("Role")}>
+      {user.role.name}
+    </:col>
     <:col :let={user} label={gettext("Linked Member")}>
       <%= if user.member do %>
         {MvWeb.Helpers.MemberHelpers.display_name(user.member)}
       <% else %>
-        <span class="text-base-content/50">{gettext("No member linked")}</span>
+        <span class="text-base-content/70">{gettext("No member linked")}</span>
+      <% end %>
+    </:col>
+    <:col :let={user} label={gettext("Password")}>
+      <%= if MvWeb.Helpers.UserHelpers.has_password?(user) do %>
+        <span>{gettext("Enabled")}</span>
+      <% else %>
+        <span class="text-base-content/70">—</span>
+      <% end %>
+    </:col>
+    <:col :let={user} label={gettext("OIDC")}>
+      <%= if MvWeb.Helpers.UserHelpers.has_oidc?(user) do %>
+        <span>{gettext("Linked")}</span>
+      <% else %>
+        <span class="text-base-content/70">—</span>
       <% end %>
     </:col>
 
@@ -62,16 +89,23 @@
         <.link navigate={~p"/users/#{user}"}>{gettext("Show")}</.link>
       </div>
 
-      <.link navigate={~p"/users/#{user}/edit"}>{gettext("Edit")}</.link>
+      <%= if can?(@current_user, :update, user) do %>
+        <.link navigate={~p"/users/#{user}/edit"} data-testid="user-edit">
+          {gettext("Edit")}
+        </.link>
+      <% end %>
     </:action>
 
     <:action :let={user}>
-      <.link
-        phx-click={JS.push("delete", value: %{id: user.id}) |> hide("#row-#{user.id}")}
-        data-confirm={gettext("Are you sure?")}
-      >
-        {gettext("Delete")}
-      </.link>
+      <%= if can?(@current_user, :destroy, user) do %>
+        <.link
+          phx-click={JS.push("delete", value: %{id: user.id}) |> hide("#row-#{user.id}")}
+          data-confirm={gettext("Are you sure?")}
+          data-testid="user-delete"
+        >
+          {gettext("Delete")}
+        </.link>
+      <% end %>
     </:action>
   </.table>
 </Layouts.app>

lib/mv_web/live/user_live/show.ex

@@ -41,16 +41,30 @@ defmodule MvWeb.UserLive.Show do
             <.icon name="hero-arrow-left" />
             <span class="sr-only">{gettext("Back to users list")}</span>
           </.button>
-          <.button variant="primary" navigate={~p"/users/#{@user}/edit?return_to=show"}>
-            <.icon name="hero-pencil-square" /> {gettext("Edit User")}
-          </.button>
+          <%= if can?(@current_user, :update, @user) do %>
+            <.button
+              variant="primary"
+              navigate={~p"/users/#{@user}/edit?return_to=show"}
+              data-testid="user-edit"
+            >
+              <.icon name="hero-pencil-square" /> {gettext("Edit User")}
+            </.button>
+          <% end %>
         </:actions>
       </.header>
 
       <.list>
         <:item title={gettext("Email")}>{@user.email}</:item>
+        <:item title={gettext("Role")}>{@user.role.name}</:item>
         <:item title={gettext("Password Authentication")}>
-          {if @user.hashed_password, do: gettext("Enabled"), else: gettext("Not enabled")}
+          {if MvWeb.Helpers.UserHelpers.has_password?(@user),
+            do: gettext("Enabled"),
+            else: gettext("Not enabled")}
+        </:item>
+        <:item title={gettext("OIDC")}>
+          {if MvWeb.Helpers.UserHelpers.has_oidc?(@user),
+            do: gettext("Linked"),
+            else: gettext("Not linked")}
         </:item>
         <:item title={gettext("Linked Member")}>
           <%= if @user.member do %>
@@ -73,7 +87,9 @@ defmodule MvWeb.UserLive.Show do
   @impl true
   def mount(%{"id" => id}, _session, socket) do
     actor = current_actor(socket)
-    user = Ash.get!(Mv.Accounts.User, id, domain: Mv.Accounts, load: [:member], actor: actor)
+
+    user =
+      Ash.get!(Mv.Accounts.User, id, domain: Mv.Accounts, load: [:member, :role], actor: actor)
 
     if Mv.Helpers.SystemActor.system_user?(user) do
       {:ok,

lib/mv_web/page_paths.ex

@@ -0,0 +1,42 @@
+defmodule MvWeb.PagePaths do
+  @moduledoc """
+  Central path strings for UI authorization and sidebar menu.
+
+  Keep in sync with `MvWeb.Router`. Used by Sidebar and `can_access_page?/2`
+  so route changes (prefix, rename) are updated in one place.
+  """
+
+  # Sidebar top-level menu paths
+  @members "/members"
+  @membership_fee_types "/membership_fee_types"
+
+  # Administration submenu paths (all must match router)
+  @users "/users"
+  @groups "/groups"
+  @admin_roles "/admin/roles"
+  @membership_fee_settings "/membership_fee_settings"
+  @settings "/settings"
+
+  @admin_page_paths [
+    @users,
+    @groups,
+    @admin_roles,
+    @membership_fee_settings,
+    @settings
+  ]
+
+  @doc "Path for Members index (sidebar and page permission check)."
+  def members, do: @members
+
+  @doc "Path for Membership Fee Types index (sidebar and page permission check)."
+  def membership_fee_types, do: @membership_fee_types
+
+  @doc "Paths for Administration menu; show group if user can access any of these."
+  def admin_menu_paths, do: @admin_page_paths
+
+  def users, do: @users
+  def groups, do: @groups
+  def admin_roles, do: @admin_roles
+  def membership_fee_settings, do: @membership_fee_settings
+  def settings, do: @settings
+end

lib/mv_web/router.ex

@@ -88,6 +88,10 @@ defmodule MvWeb.Router do
       live "/admin/roles/:id", RoleLive.Show, :show
       live "/admin/roles/:id/edit", RoleLive.Form, :edit
 
+      # Import/Export (Admin only)
+      live "/admin/import-export", ImportExportLive
+
+      post "/members/export.csv", MemberExportController, :export
       post "/set_locale", LocaleController, :set_locale
     end
 

lib/mv_web/translations/member_fields.ex

@@ -28,6 +28,7 @@ defmodule MvWeb.Translations.MemberFields do
   def label(:house_number), do: gettext("House Number")
   def label(:postal_code), do: gettext("Postal Code")
   def label(:membership_fee_start_date), do: gettext("Membership Fee Start Date")
+  def label(:membership_fee_status), do: gettext("Membership Fee Status")
 
   # Fallback for unknown fields
   def label(field) do