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# Feature Roadmap & Implementation Plan
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**Project:** Mila - Membership Management System
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**Last Updated:** 2025-11-10
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**Status:** Planning Phase
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**Last Updated:** 2026-01-13
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**Status:** Active Development
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---
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@ -37,17 +37,24 @@
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- [#146](https://git.local-it.org/local-it/mitgliederverwaltung/issues/146) - Translate "or" in the login screen (Low)
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- [#144](https://git.local-it.org/local-it/mitgliederverwaltung/issues/144) - Add language switch dropdown to login screen (Low)
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**Current State:**
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- ✅ **Role-based access control (RBAC)** - Implemented (2026-01-08, PR #346, closes #345)
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- ✅ **Permission system** - Four hardcoded permission sets (`own_data`, `read_only`, `normal_user`, `admin`)
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- ✅ **Database-backed roles** - Roles table with permission set references
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- ✅ **Resource policies** - Member resource policies with scope filtering
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- ✅ **Page-level authorization** - LiveView page access control
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- ✅ **System role protection** - Critical roles cannot be deleted
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**Missing Features:**
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- ❌ Role-based access control (RBAC)
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- ❌ Permission system
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- ❌ Password reset flow
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- ❌ Email verification
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- ❌ Two-factor authentication (future)
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**Related Issues:**
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- [#191](https://git.local-it.org/local-it/mitgliederverwaltung/issues/191) - Implement Roles in Ash (M)
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- [#190](https://git.local-it.org/local-it/mitgliederverwaltung/issues/190) - Implement Permissions in Ash (M)
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- [#151](https://git.local-it.org/local-it/mitgliederverwaltung/issues/151) - Define implementation plan for roles and permissions (M) [3/7 tasks done]
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- ✅ [#345](https://git.local-it.org/local-it/mitgliederverwaltung/issues/345) - Member Resource Policies (closed 2026-01-13)
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- ✅ [#191](https://git.local-it.org/local-it/mitgliederverwaltung/issues/191) - Implement Roles in Ash (M) - Completed
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- ✅ [#190](https://git.local-it.org/local-it/mitgliederverwaltung/issues/190) - Implement Permissions in Ash (M) - Completed
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- ✅ [#151](https://git.local-it.org/local-it/mitgliederverwaltung/issues/151) - Define implementation plan for roles and permissions (M) - Completed
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---
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@ -187,23 +194,27 @@
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**Current State:**
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- ✅ Basic "paid" boolean field on members
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- ✅ **UI Mock-ups for Membership Fee Types & Settings** (2025-12-02)
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- ⚠️ No payment tracking
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- ✅ **Membership Fee Types Management** - Full CRUD implementation
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- ✅ **Membership Fee Cycles** - Individual billing cycles per member
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- ✅ **Membership Fee Settings** - Global settings (include_joining_cycle, default_fee_type)
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- ✅ **Cycle Generation** - Automatic cycle generation for members
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- ✅ **Payment Status Tracking** - Status per cycle (unpaid, paid, suspended)
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- ✅ **Member Fee Assignment** - Members can be assigned to fee types
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- ✅ **Cycle Regeneration** - Regenerate cycles when fee type changes
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- ✅ **UI Components** - Membership fee status in member list and detail views
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**Open Issues:**
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- [#156](https://git.local-it.org/local-it/mitgliederverwaltung/issues/156) - Set up & document testing environment for vereinfacht.digital (L, Low priority)
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- [#226](https://git.local-it.org/local-it/mitgliederverwaltung/issues/226) - Payment/Membership Fee Mockup Pages (Preview)
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- ✅ [#226](https://git.local-it.org/local-it/mitgliederverwaltung/issues/226) - Payment/Membership Fee Mockup Pages (Preview) - Implemented
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**Mock-Up Pages (Non-Functional Preview):**
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- `/membership_fee_types` - Membership Fee Types Management
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- `/membership_fee_settings` - Global Membership Fee Settings
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**Implemented Pages:**
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- `/membership_fee_types` - Membership Fee Types Management (fully functional)
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- `/membership_fee_settings` - Global Membership Fee Settings (fully functional)
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- `/members/:id` - Member detail view with membership fee cycles
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**Missing Features:**
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- ❌ Membership fee configuration
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- ❌ Payment records/transactions
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- ❌ Payment history per member
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- ❌ Payment records/transactions (external payment tracking)
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- ❌ Payment reminders
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- ❌ Payment status tracking (pending, paid, overdue)
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- ❌ Invoice generation
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- ❌ vereinfacht.digital API integration
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- ❌ SEPA direct debit support
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@ -218,17 +229,18 @@
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**Current State:**
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- ✅ AshAdmin integration (basic)
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- ⚠️ No user-facing admin UI
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- ✅ **Global Settings Management** - `/settings` page (singleton resource)
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- ✅ **Club/Organization profile** - Club name configuration
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- ✅ **Member Field Visibility Settings** - Configure which fields show in overview
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- ✅ **CustomFieldValue type management UI** - Full CRUD for custom fields
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- ✅ **Role Management UI** - Full CRUD for roles (`/admin/roles`)
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- ✅ **Membership Fee Settings** - Global fee settings management
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**Open Issues:**
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- [#186](https://git.local-it.org/local-it/mitgliederverwaltung/issues/186) - Create Architecture docs in Repo (S, Low priority)
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**Missing Features:**
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- ❌ Global settings management
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- ❌ Club/Organization profile
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- ❌ Email templates configuration
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- ❌ CustomFieldValue type management UI (user-facing)
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- ❌ Role and permission management UI
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- ❌ System health dashboard
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- ❌ Audit log viewer
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- ❌ Backup/restore functionality
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@ -273,10 +285,12 @@
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**Current State:**
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- ✅ Seed data script
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- ⚠️ No user-facing import/export
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- ✅ **CSV Import Templates** - German and English templates (#329, 2026-01-13)
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- Template files in `priv/static/templates/member_import_de.csv` and `member_import_en.csv`
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- CSV specification documented in `docs/csv-member-import-v1.md`
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**Missing Features:**
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- ❌ CSV import for members
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- ❌ CSV import implementation (templates ready, import logic pending)
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- ❌ Excel import for members
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- ❌ Import validation and preview
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- ❌ Import error handling
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@ -452,6 +466,7 @@ Since this is a **Phoenix LiveView** application with **Ash Framework**, we have
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| `GET` | `/auth/user/rauthy` | Initiate OIDC flow | 🔓 | - | Redirect to Rauthy |
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| `GET` | `/auth/user/rauthy/callback` | Handle OIDC callback | 🔓 | `{code, state}` | Redirect + session cookie |
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| `POST` | `/auth/user/sign_out` | Sign out user | 🔐 | - | Redirect to login |
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| `GET` | `/auth/link-oidc-account` | OIDC account linking (password verification) | 🔓 | - | LiveView form | ✅ Implemented |
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| `GET` | `/auth/user/password/reset` | Show password reset form | 🔓 | - | HTML form |
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| `POST` | `/auth/user/password/reset` | Request password reset | 🔓 | `{email}` | Success message + email sent |
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| `GET` | `/auth/user/password/reset/:token` | Show reset password form | 🔓 | - | HTML form |
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@ -537,13 +552,18 @@ Since this is a **Phoenix LiveView** application with **Ash Framework**, we have
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### 3. Custom Fields (CustomFieldValue System) Endpoints
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#### LiveView Endpoints
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#### LiveView Endpoints (✅ Implemented)
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| Mount | Purpose | Auth | Events |
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|-------|---------|------|--------|
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| `/custom-fields` | List custom fields | 🛡️ | `new`, `edit`, `delete` |
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| `/custom-fields/new` | Create custom field | 🛡️ | `save`, `cancel` |
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| `/custom-fields/:id/edit` | Edit custom field | 🛡️ | `save`, `cancel`, `delete` |
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| Mount | Purpose | Auth | Events | Status |
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|-------|---------|------|--------|--------|
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| `/settings` | Global settings (includes custom fields management) | 🔐 | `save`, `validate` | ✅ Implemented |
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| `/custom_field_values` | List all custom field values | 🔐 | `new`, `edit`, `delete` | ✅ Implemented |
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| `/custom_field_values/new` | Create custom field value | 🔐 | `save`, `cancel` | ✅ Implemented |
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| `/custom_field_values/:id` | Custom field value detail | 🔐 | `edit` | ✅ Implemented |
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| `/custom_field_values/:id/edit` | Edit custom field value | 🔐 | `save`, `cancel` | ✅ Implemented |
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| `/custom_field_values/:id/show/edit` | Edit from show page | 🔐 | `save`, `cancel` | ✅ Implemented |
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**Note:** Custom fields (definitions) are managed via LiveComponent in `/settings` page, not as separate routes.
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#### Ash Resource Actions
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@ -622,63 +642,81 @@ Since this is a **Phoenix LiveView** application with **Ash Framework**, we have
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### 6. Internationalization Endpoints
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#### HTTP Controller Endpoints
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#### HTTP Controller Endpoints (✅ Implemented)
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| Method | Route | Purpose | Auth | Request | Response |
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|--------|-------|---------|------|---------|----------|
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| `POST` | `/locale` | Set user locale | 🔐 | `{locale: "de"}` | Redirect with cookie |
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| `GET` | `/locales` | List available locales | 🔓 | - | `["de", "en"]` |
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| Method | Route | Purpose | Auth | Request | Response | Status |
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|--------|-------|---------|------|---------|----------|--------|
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| `POST` | `/set_locale` | Set user locale | 🔐 | `{locale: "de"}` | Redirect with cookie | ✅ Implemented |
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| `GET` | `/locales` | List available locales | 🔓 | - | `["de", "en"]` | ❌ Not implemented |
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**Note:** Locale is set via `/set_locale` POST endpoint and persisted in session/cookie. Supported locales: `de` (default), `en`.
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---
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### 7. Payment & Fees Management Endpoints
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#### LiveView Endpoints (NEW - Issue #156)
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#### LiveView Endpoints (✅ Implemented)
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| Mount | Purpose | Auth | Events |
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|-------|---------|------|--------|
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| `/payments` | Payment list | 🔐 | `new`, `record_payment`, `send_reminder` |
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| `/payments/:id` | Payment detail | 🔐 | `edit`, `delete`, `mark_paid` |
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| `/fees` | Fee configuration | 🛡️ | `create`, `edit`, `delete` |
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| `/invoices` | Invoice list | 🔐 | `generate`, `download`, `send` |
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| Mount | Purpose | Auth | Events | Status |
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|-------|---------|------|--------|--------|
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| `/membership_fee_types` | Membership fee type list | 🔐 | `new`, `edit`, `delete` | ✅ Implemented |
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| `/membership_fee_types/new` | Create membership fee type | 🔐 | `save`, `cancel` | ✅ Implemented |
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| `/membership_fee_types/:id/edit` | Edit membership fee type | 🔐 | `save`, `cancel` | ✅ Implemented |
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| `/membership_fee_settings` | Global membership fee settings | 🔐 | `save` | ✅ Implemented |
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| `/contributions/member/:id` | Member contribution periods (mock-up) | 🔐 | - | ⚠️ Mock-up only |
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| `/contribution_types` | Contribution types (mock-up) | 🔐 | - | ⚠️ Mock-up only |
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#### Ash Resource Actions (NEW)
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#### Ash Resource Actions (✅ Partially Implemented)
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| Resource | Action | Purpose | Auth | Input | Output |
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|----------|--------|---------|------|-------|--------|
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| `Fee` | `:create` | Create fee type | 🛡️ | `{name, amount, frequency}` | `{:ok, fee}` |
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| `Fee` | `:read` | List fees | 🔐 | - | `[%Fee{}]` |
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| `Payment` | `:create` | Record payment | 🔐 | `{member_id, fee_id, amount, date}` | `{:ok, payment}` |
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| `Payment` | `:list_by_member` | Member payment history | 🔐 | `{member_id}` | `[%Payment{}]` |
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| `Payment` | `:mark_paid` | Mark as paid | 🔐 | `{id}` | `{:ok, payment}` |
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| `Invoice` | `:generate` | Generate invoice | 🔐 | `{member_id, fee_id, period}` | `{:ok, invoice}` |
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| `Invoice` | `:send` | Send invoice via email | 🔐 | `{id}` | `{:ok, sent}` |
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| `Payment` | `:import_vereinfacht` | Import from vereinfacht.digital | 🛡️ | `{transactions}` | `{:ok, count}` |
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| Resource | Action | Purpose | Auth | Input | Output | Status |
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|----------|--------|---------|------|-------|--------|--------|
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| `MembershipFeeType` | `:create` | Create fee type | 🔐 | `{name, amount, interval, ...}` | `{:ok, fee_type}` | ✅ Implemented |
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| `MembershipFeeType` | `:read` | List fee types | 🔐 | - | `[%MembershipFeeType{}]` | ✅ Implemented |
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| `MembershipFeeType` | `:update` | Update fee type (name, amount, description) | 🔐 | `{id, attrs}` | `{:ok, fee_type}` | ✅ Implemented |
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| `MembershipFeeType` | `:destroy` | Delete fee type (if no cycles) | 🔐 | `{id}` | `{:ok, fee_type}` | ✅ Implemented |
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| `MembershipFeeCycle` | `:read` | List cycles for member | 🔐 | `{member_id}` | `[%MembershipFeeCycle{}]` | ✅ Implemented |
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| `MembershipFeeCycle` | `:update` | Update cycle status | 🔐 | `{id, status}` | `{:ok, cycle}` | ✅ Implemented |
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| `Payment` | `:create` | Record payment | 🔐 | `{member_id, fee_id, amount, date}` | `{:ok, payment}` | ❌ Not implemented |
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| `Payment` | `:list_by_member` | Member payment history | 🔐 | `{member_id}` | `[%Payment{}]` | ❌ Not implemented |
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| `Payment` | `:mark_paid` | Mark as paid | 🔐 | `{id}` | `{:ok, payment}` | ❌ Not implemented |
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| `Invoice` | `:generate` | Generate invoice | 🔐 | `{member_id, fee_id, period}` | `{:ok, invoice}` | ❌ Not implemented |
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| `Invoice` | `:send` | Send invoice via email | 🔐 | `{id}` | `{:ok, sent}` | ❌ Not implemented |
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| `Payment` | `:import_vereinfacht` | Import from vereinfacht.digital | 🛡️ | `{transactions}` | `{:ok, count}` | ❌ Not implemented |
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---
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### 8. Admin Panel & Configuration Endpoints
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#### LiveView Endpoints (NEW)
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#### LiveView Endpoints (✅ Partially Implemented)
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| Mount | Purpose | Auth | Events |
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|-------|---------|------|--------|
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| `/admin` | Admin dashboard | 🛡️ | - |
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| `/admin/settings` | Global settings | 🛡️ | `save` |
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| `/admin/organization` | Organization profile | 🛡️ | `save` |
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| `/admin/email-templates` | Email template editor | 🛡️ | `create`, `edit`, `preview` |
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| `/admin/audit-log` | System audit log | 🛡️ | `filter`, `export` |
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| Mount | Purpose | Auth | Events | Status |
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|-------|---------|------|--------|--------|
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| `/settings` | Global settings (club name, member fields, custom fields) | 🔐 | `save`, `validate` | ✅ Implemented |
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| `/admin/roles` | Role management | 🛡️ | `new`, `edit`, `delete` | ✅ Implemented |
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| `/admin/roles/new` | Create role | 🛡️ | `save`, `cancel` | ✅ Implemented |
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| `/admin/roles/:id` | Role detail view | 🛡️ | `edit` | ✅ Implemented |
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| `/admin/roles/:id/edit` | Edit role | 🛡️ | `save`, `cancel` | ✅ Implemented |
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| `/admin` | Admin dashboard | 🛡️ | - | ❌ Not implemented |
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| `/admin/organization` | Organization profile | 🛡️ | `save` | ❌ Not implemented |
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| `/admin/email-templates` | Email template editor | 🛡️ | `create`, `edit`, `preview` | ❌ Not implemented |
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| `/admin/audit-log` | System audit log | 🛡️ | `filter`, `export` | ❌ Not implemented |
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#### Ash Resource Actions (NEW)
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#### Ash Resource Actions (✅ Partially Implemented)
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| Resource | Action | Purpose | Auth | Input | Output |
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|----------|--------|---------|------|-------|--------|
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| `Setting` | `:get` | Get setting value | 🔐 | `{key}` | `value` |
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| `Setting` | `:set` | Set setting value | 🛡️ | `{key, value}` | `{:ok, setting}` |
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| `Setting` | `:list` | List all settings | 🛡️ | - | `[%Setting{}]` |
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| `Organization` | `:read` | Get organization info | 🔐 | - | `%Organization{}` |
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| `Organization` | `:update` | Update organization | 🛡️ | `{name, logo, ...}` | `{:ok, org}` |
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| `AuditLog` | `:list` | List audit entries | 🛡️ | `{filters, pagination}` | `[%AuditLog{}]` |
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| Resource | Action | Purpose | Auth | Input | Output | Status |
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|----------|--------|---------|------|-------|--------|--------|
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| `Setting` | `:read` | Get settings (singleton) | 🔐 | - | `{:ok, settings}` | ✅ Implemented |
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| `Setting` | `:update` | Update settings | 🔐 | `{club_name, member_field_visibility, ...}` | `{:ok, settings}` | ✅ Implemented |
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| `Setting` | `:update_member_field_visibility` | Update field visibility | 🔐 | `{member_field_visibility}` | `{:ok, settings}` | ✅ Implemented |
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| `Setting` | `:update_single_member_field_visibility` | Atomic field visibility update | 🔐 | `{field, show_in_overview}` | `{:ok, settings}` | ✅ Implemented |
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| `Setting` | `:update_membership_fee_settings` | Update fee settings | 🔐 | `{include_joining_cycle, default_membership_fee_type_id}` | `{:ok, settings}` | ✅ Implemented |
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| `Role` | `:read` | List roles | 🛡️ | - | `[%Role{}]` | ✅ Implemented |
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| `Role` | `:create` | Create role | 🛡️ | `{name, permission_set_name, ...}` | `{:ok, role}` | ✅ Implemented |
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| `Role` | `:update` | Update role | 🛡️ | `{id, attrs}` | `{:ok, role}` | ✅ Implemented |
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| `Role` | `:destroy` | Delete role (if not system role) | 🛡️ | `{id}` | `{:ok, role}` | ✅ Implemented |
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| `Organization` | `:read` | Get organization info | 🔐 | - | `%Organization{}` | ❌ Not implemented |
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| `Organization` | `:update` | Update organization | 🛡️ | `{name, logo, ...}` | `{:ok, org}` | ❌ Not implemented |
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| `AuditLog` | `:list` | List audit entries | 🛡️ | `{filters, pagination}` | `[%AuditLog{}]` | ❌ Not implemented |
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---
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