Merge branch 'main' into feature/223_memberfields_settings

lib/accounts/user.ex

@@ -17,6 +17,10 @@ defmodule Mv.Accounts.User do
       # When a member is deleted, set the user's member_id to NULL
       # This allows users to continue existing even if their linked member is removed
       reference :member, on_delete: :nilify
+
+      # When a role is deleted, prevent deletion if users are assigned to it
+      # This protects critical roles from accidental deletion
+      reference :role, on_delete: :restrict
     end
   end
 
@@ -357,6 +361,12 @@ defmodule Mv.Accounts.User do
     # This automatically creates a `member_id` attribute in the User table
     # The relationship is optional (allow_nil? true by default)
     belongs_to :member, Mv.Membership.Member
+
+    # 1:1 relationship - User belongs to a Role
+    # This automatically creates a `role_id` attribute in the User table
+    # The relationship is optional (allow_nil? true by default)
+    # Foreign key constraint: on_delete: :restrict (prevents deleting roles assigned to users)
+    belongs_to :role, Mv.Authorization.Role
   end
 
   identities do

lib/membership/custom_field.ex

@@ -12,7 +12,6 @@ defmodule Mv.Membership.CustomField do
   - `slug` - URL-friendly, immutable identifier automatically generated from name (e.g., "phone-mobile")
   - `value_type` - Data type constraint (`:string`, `:integer`, `:boolean`, `:date`, `:email`)
   - `description` - Optional human-readable description
-  - `immutable` - If true, custom field values cannot be changed after creation
   - `required` - If true, all members must have this custom field (future feature)
   - `show_in_overview` - If true, this custom field will be displayed in the member overview table and can be sorted
 
@@ -60,10 +59,10 @@ defmodule Mv.Membership.CustomField do
 
   actions do
     defaults [:read, :update]
-    default_accept [:name, :value_type, :description, :immutable, :required, :show_in_overview]
+    default_accept [:name, :value_type, :description, :required, :show_in_overview]
 
     create :create do
-      accept [:name, :value_type, :description, :immutable, :required, :show_in_overview]
+      accept [:name, :value_type, :description, :required, :show_in_overview]
       change Mv.Membership.CustomField.Changes.GenerateSlug
       validate string_length(:slug, min: 1)
     end
@@ -113,10 +112,6 @@ defmodule Mv.Membership.CustomField do
         trim?: true
       ]
 
-    attribute :immutable, :boolean,
-      default: false,
-      allow_nil?: false
-
     attribute :required, :boolean,
       default: false,
       allow_nil?: false

lib/membership/member.ex

@@ -29,7 +29,9 @@ defmodule Mv.Membership.Member do
 
   ## Full-Text Search
   Members have a `search_vector` attribute (tsvector) that is automatically
-  updated via database trigger. Search includes name, email, notes, and contact fields.
+  updated via database trigger. Search includes name, email, notes, contact fields,
+  and all custom field values. Custom field values are automatically included in
+  the search vector with weight 'C' (same as phone_number, city, etc.).
   """
   use Ash.Resource,
     domain: Mv.Membership,
@@ -37,9 +39,25 @@ defmodule Mv.Membership.Member do
 
   require Ash.Query
   import Ash.Expr
+  require Logger
 
   # Module constants
   @member_search_limit 10
+
+  # Similarity threshold for fuzzy name/address matching.
+  # Lower value = more results but less accurate (0.1-0.9)
+  #
+  # Fuzzy matching uses two complementary strategies:
+  # 1. % operator: Fast GIN-index-based matching using server-wide threshold (default 0.3)
+  #    - Catches exact trigram matches quickly via index
+  # 2. similarity/word_similarity functions: Precise matching with this configurable threshold
+  #    - Catches partial matches that % operator might miss
+  #
+  # Value 0.2 chosen based on testing with typical German names:
+  # - "Müller" vs "Mueller": similarity ~0.65 ✓
+  # - "Schmidt" vs "Schmitt": similarity ~0.75 ✓
+  # - "Wagner" vs "Wegner": similarity ~0.55 ✓
+  # - Random unrelated names: similarity ~0.15 ✗
   @default_similarity_threshold 0.2
 
   # Use constants from Mv.Constants for member fields
@@ -56,13 +74,17 @@ defmodule Mv.Membership.Member do
 
     create :create_member do
       primary? true
+
+      # Note: Custom validation function cannot be done atomically (queries DB for required custom fields)
+      # In Ash 3.0, require_atomic? is not available for create actions, but the validation will still work
       # Custom field values can be created along with member
       argument :custom_field_values, {:array, :map}
       # Allow user to be passed as argument for relationship management
       # user_id is NOT in accept list to prevent direct foreign key manipulation
       argument :user, :map, allow_nil?: true
 
-      accept @member_fields
+      # Accept member fields plus membership_fee_type_id (belongs_to FK)
+      accept @member_fields ++ [:membership_fee_type_id, :membership_fee_start_date]
 
       change manage_relationship(:custom_field_values, type: :create)
 
@@ -83,6 +105,31 @@ defmodule Mv.Membership.Member do
       change Mv.EmailSync.Changes.SyncUserEmailToMember do
         where [changing(:user)]
       end
+
+      # Auto-assign default membership fee type if not explicitly set
+      change Mv.Membership.Member.Changes.SetDefaultMembershipFeeType
+
+      # Auto-calculate membership_fee_start_date if not manually set
+      # Requires both join_date and membership_fee_type_id to be present
+      change Mv.MembershipFees.Changes.SetMembershipFeeStartDate
+
+      # Trigger cycle generation after member creation
+      # Only runs if membership_fee_type_id is set
+      # Note: Cycle generation runs asynchronously to not block the action,
+      # but in test environment it runs synchronously for DB sandbox compatibility
+      change after_transaction(fn _changeset, result, _context ->
+               case result do
+                 {:ok, member} ->
+                   if member.membership_fee_type_id && member.join_date do
+                     handle_cycle_generation(member)
+                   end
+
+                 {:error, _} ->
+                   :ok
+               end
+
+               result
+             end)
     end
 
     update :update_member do
@@ -95,7 +142,8 @@ defmodule Mv.Membership.Member do
       # user_id is NOT in accept list to prevent direct foreign key manipulation
       argument :user, :map, allow_nil?: true
 
-      accept @member_fields
+      # Accept member fields plus membership_fee_type_id (belongs_to FK)
+      accept @member_fields ++ [:membership_fee_type_id, :membership_fee_start_date]
 
       change manage_relationship(:custom_field_values, on_match: :update, on_no_match: :create)
 
@@ -122,6 +170,69 @@ defmodule Mv.Membership.Member do
       change Mv.EmailSync.Changes.SyncUserEmailToMember do
         where [changing(:user)]
       end
+
+      # Validate that membership fee type changes only allow same-interval types
+      change Mv.MembershipFees.Changes.ValidateSameInterval do
+        where [changing(:membership_fee_type_id)]
+      end
+
+      # Auto-calculate membership_fee_start_date when membership_fee_type_id is set
+      # and membership_fee_start_date is not already set
+      change Mv.MembershipFees.Changes.SetMembershipFeeStartDate do
+        where [changing(:membership_fee_type_id)]
+      end
+
+      # Trigger cycle regeneration when membership_fee_type_id changes
+      # This deletes future unpaid cycles and regenerates them with the new type/amount
+      # Note: Cycle regeneration runs synchronously in the same transaction to ensure atomicity
+      # CycleGenerator uses advisory locks and transactions internally to prevent race conditions
+      # Notifications are returned to Ash and sent automatically after commit
+      change after_action(fn changeset, member, _context ->
+               fee_type_changed =
+                 Ash.Changeset.changing_attribute?(changeset, :membership_fee_type_id)
+
+               if fee_type_changed && member.membership_fee_type_id && member.join_date do
+                 case regenerate_cycles_on_type_change(member) do
+                   {:ok, notifications} ->
+                     # Return notifications to Ash - they will be sent automatically after commit
+                     {:ok, member, notifications}
+
+                   {:error, reason} ->
+                     require Logger
+
+                     Logger.warning(
+                       "Failed to regenerate cycles for member #{member.id}: #{inspect(reason)}"
+                     )
+
+                     {:ok, member}
+                 end
+               else
+                 {:ok, member}
+               end
+             end)
+
+      # Trigger cycle regeneration when join_date or exit_date changes
+      # Regenerates cycles based on new dates
+      # Note: Cycle generation runs synchronously in test environment, asynchronously in production
+      # CycleGenerator uses advisory locks and transactions internally to prevent race conditions
+      # If both join_date and exit_date are changed simultaneously, this hook runs only once
+      # (Ash ensures each after_transaction hook runs once per action, regardless of how many attributes changed)
+      change after_transaction(fn changeset, result, _context ->
+               case result do
+                 {:ok, member} ->
+                   join_date_changed = Ash.Changeset.changing_attribute?(changeset, :join_date)
+                   exit_date_changed = Ash.Changeset.changing_attribute?(changeset, :exit_date)
+
+                   if (join_date_changed || exit_date_changed) && member.membership_fee_type_id do
+                     handle_cycle_generation(member)
+                   end
+
+                 {:error, _} ->
+                   :ok
+               end
+
+               result
+             end)
     end
 
     # Action to handle fuzzy search on specific fields
@@ -139,30 +250,21 @@ defmodule Mv.Membership.Member do
 
         if is_binary(q) and String.trim(q) != "" do
           q2 = String.trim(q)
-          pat = "%" <> q2 <> "%"
+          # Sanitize for LIKE patterns (escape % and _), limit length to 100 chars
+          q2_sanitized = sanitize_search_query(q2)
+          pat = "%" <> q2_sanitized <> "%"
+
+          # Build search filters grouped by search type for maintainability
+          # Priority: FTS > Substring > Custom Fields > Fuzzy Matching
+          # Note: FTS and fuzzy use q2 (unsanitized), LIKE-based filters use pat (sanitized)
+          fts_match = build_fts_filter(q2)
+          substring_match = build_substring_filter(q2_sanitized, pat)
+          custom_field_match = build_custom_field_filter(pat)
+          fuzzy_match = build_fuzzy_filter(q2, threshold)
 
-          # FTS as main filter and fuzzy search just for first name, last name and strees
           query
           |> Ash.Query.filter(
-            expr(
-              # Substring on numeric-like fields (best effort, supports middle substrings)
-              fragment("search_vector @@ websearch_to_tsquery('simple', ?)", ^q2) or
-                fragment("search_vector @@ plainto_tsquery('simple', ?)", ^q2) or
-                contains(postal_code, ^q2) or
-                contains(house_number, ^q2) or
-                contains(phone_number, ^q2) or
-                contains(email, ^q2) or
-                contains(city, ^q2) or ilike(city, ^pat) or
-                fragment("? % first_name", ^q2) or
-                fragment("? % last_name", ^q2) or
-                fragment("? % street", ^q2) or
-                fragment("word_similarity(?, first_name) > ?", ^q2, ^threshold) or
-                fragment("word_similarity(?, last_name) > ?", ^q2, ^threshold) or
-                fragment("word_similarity(?, street) > ?", ^q2, ^threshold) or
-                fragment("similarity(first_name, ?) > ?", ^q2, ^threshold) or
-                fragment("similarity(last_name, ?) > ?", ^q2, ^threshold) or
-                fragment("similarity(street, ?) > ?", ^q2, ^threshold)
-            )
+            expr(^fts_match or ^substring_match or ^custom_field_match or ^fuzzy_match)
           )
         else
           query
@@ -284,7 +386,7 @@ defmodule Mv.Membership.Member do
       end
     end
 
-    # Join date not in the future
+    # Join date not in future
     validate compare(:join_date, less_than_or_equal_to: &Date.utc_today/0),
       where: [present(:join_date)],
       message: "cannot be in the future"
@@ -319,6 +421,32 @@ defmodule Mv.Membership.Member do
         {:error, field: :email, message: "is not a valid email"}
       end
     end
+
+    # Validate required custom fields
+    validate fn changeset, _ ->
+      provided_values = provided_custom_field_values(changeset)
+
+      case Mv.Membership.list_required_custom_fields() do
+        {:ok, required_custom_fields} ->
+          missing_fields = missing_required_fields(required_custom_fields, provided_values)
+
+          if Enum.empty?(missing_fields) do
+            :ok
+          else
+            build_custom_field_validation_error(missing_fields)
+          end
+
+        {:error, error} ->
+          Logger.error(
+            "Failed to load custom fields for validation: #{inspect(error)}. Required field validation cannot be performed."
+          )
+
+          {:error,
+           field: :custom_field_values,
+           message:
+             "Unable to validate required custom fields. Please try again or contact support."}
+      end
+    end
   end
 
   attributes do
@@ -346,10 +474,6 @@ defmodule Mv.Membership.Member do
       constraints min_length: 5, max_length: 254
     end
 
-    attribute :paid, :boolean do
-      allow_nil? true
-    end
-
     attribute :phone_number, :string do
       allow_nil? true
     end
@@ -386,6 +510,15 @@ defmodule Mv.Membership.Member do
       writable?: false,
       public?: false,
       select_by_default?: false
+
+    # Membership fee fields
+    # membership_fee_start_date: Date from which membership fees should be calculated
+    # If nil, calculated from join_date + global setting
+    attribute :membership_fee_start_date, :date do
+      allow_nil? true
+      public? true
+      description "Date from which membership fees should be calculated"
+    end
   end
 
   relationships do
@@ -394,6 +527,60 @@ defmodule Mv.Membership.Member do
     # This references the User's member_id attribute
     # The relationship is optional (allow_nil? true by default)
     has_one :user, Mv.Accounts.User
+
+    # Membership fee relationships
+    # belongs_to: The fee type assigned to this member
+    # Optional for MVP - can be nil if no fee type assigned yet
+    belongs_to :membership_fee_type, Mv.MembershipFees.MembershipFeeType do
+      allow_nil? true
+    end
+
+    # has_many: All fee cycles for this member
+    has_many :membership_fee_cycles, Mv.MembershipFees.MembershipFeeCycle
+  end
+
+  calculations do
+    calculate :current_cycle_status, :atom do
+      description "Status of the current cycle (the one that is active today)"
+      # Automatically load cycles with all attributes and membership_fee_type
+      load membership_fee_cycles: [:cycle_start, :status, membership_fee_type: [:interval]]
+
+      calculation fn [member], _context ->
+        case get_current_cycle(member) do
+          nil -> [nil]
+          cycle -> [cycle.status]
+        end
+      end
+
+      constraints one_of: [:unpaid, :paid, :suspended]
+    end
+
+    calculate :last_cycle_status, :atom do
+      description "Status of the last completed cycle (the most recent cycle that has ended)"
+      # Automatically load cycles with all attributes and membership_fee_type
+      load membership_fee_cycles: [:cycle_start, :status, membership_fee_type: [:interval]]
+
+      calculation fn [member], _context ->
+        case get_last_completed_cycle(member) do
+          nil -> [nil]
+          cycle -> [cycle.status]
+        end
+      end
+
+      constraints one_of: [:unpaid, :paid, :suspended]
+    end
+
+    calculate :overdue_count, :integer do
+      description "Count of unpaid cycles that have already ended (cycle_end < today)"
+      # Automatically load cycles with all attributes and membership_fee_type
+      load membership_fee_cycles: [:cycle_start, :status, membership_fee_type: [:interval]]
+
+      calculation fn [member], _context ->
+        overdue = get_overdue_cycles(member)
+        count = if is_list(overdue), do: length(overdue), else: 0
+        [count]
+      end
+    end
   end
 
   # Define identities for upsert operations
@@ -442,6 +629,345 @@ defmodule Mv.Membership.Member do
 
   def show_in_overview?(_), do: true
 
+  # Helper functions for cycle status calculations
+  #
+  # These functions expect membership_fee_cycles to be loaded with membership_fee_type
+  # preloaded. The calculations explicitly load this relationship, but if called
+  # directly, ensure membership_fee_type is loaded or the functions will return
+  # nil/[] when membership_fee_type is missing.
+
+  @doc false
+  @spec get_current_cycle(Member.t()) :: MembershipFeeCycle.t() | nil
+  def get_current_cycle(member) do
+    today = Date.utc_today()
+
+    # Check if cycles are already loaded
+    cycles = Map.get(member, :membership_fee_cycles)
+
+    if is_list(cycles) and cycles != [] do
+      Enum.find(cycles, &current_cycle?(&1, today))
+    else
+      nil
+    end
+  end
+
+  # Checks if a cycle is the current cycle (active today)
+  defp current_cycle?(cycle, today) do
+    case Map.get(cycle, :membership_fee_type) do
+      %{interval: interval} ->
+        cycle_end =
+          Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle.cycle_start, interval)
+
+        Date.compare(cycle.cycle_start, today) in [:lt, :eq] and
+          Date.compare(today, cycle_end) in [:lt, :eq]
+
+      _ ->
+        false
+    end
+  end
+
+  @doc false
+  @spec get_last_completed_cycle(Member.t()) :: MembershipFeeCycle.t() | nil
+  def get_last_completed_cycle(member) do
+    today = Date.utc_today()
+
+    # Check if cycles are already loaded
+    cycles = Map.get(member, :membership_fee_cycles)
+
+    if is_list(cycles) and cycles != [] do
+      cycles
+      |> filter_completed_cycles(today)
+      |> sort_cycles_by_end_date()
+      |> List.first()
+    else
+      nil
+    end
+  end
+
+  # Filters cycles that have ended (cycle_end < today)
+  defp filter_completed_cycles(cycles, today) do
+    Enum.filter(cycles, fn cycle ->
+      case Map.get(cycle, :membership_fee_type) do
+        %{interval: interval} ->
+          cycle_end =
+            Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle.cycle_start, interval)
+
+          Date.compare(today, cycle_end) == :gt
+
+        _ ->
+          false
+      end
+    end)
+  end
+
+  # Sorts cycles by end date in descending order
+  defp sort_cycles_by_end_date(cycles) do
+    Enum.sort_by(
+      cycles,
+      fn cycle ->
+        interval = Map.get(cycle, :membership_fee_type).interval
+        Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle.cycle_start, interval)
+      end,
+      {:desc, Date}
+    )
+  end
+
+  @doc false
+  @spec get_overdue_cycles(Member.t()) :: [MembershipFeeCycle.t()]
+  def get_overdue_cycles(member) do
+    today = Date.utc_today()
+
+    # Check if cycles are already loaded
+    cycles = Map.get(member, :membership_fee_cycles)
+
+    if is_list(cycles) and cycles != [] do
+      filter_overdue_cycles(cycles, today)
+    else
+      []
+    end
+  end
+
+  # Filters cycles that are unpaid and have ended (cycle_end < today)
+  defp filter_overdue_cycles(cycles, today) do
+    Enum.filter(cycles, fn cycle ->
+      case Map.get(cycle, :membership_fee_type) do
+        %{interval: interval} ->
+          cycle_end =
+            Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle.cycle_start, interval)
+
+          cycle.status == :unpaid and Date.compare(today, cycle_end) == :gt
+
+        _ ->
+          false
+      end
+    end)
+  end
+
+  # Regenerates cycles when membership fee type changes
+  # Deletes future unpaid cycles and regenerates them with the new type/amount
+  # Uses advisory lock to prevent concurrent modifications
+  # Returns {:ok, notifications} or {:error, reason} where notifications are collected
+  # to be sent after transaction commits
+  @doc false
+  def regenerate_cycles_on_type_change(member) do
+    today = Date.utc_today()
+    lock_key = :erlang.phash2(member.id)
+
+    # Use advisory lock to prevent concurrent deletion and regeneration
+    # This ensures atomicity when multiple updates happen simultaneously
+    if Mv.Repo.in_transaction?() do
+      regenerate_cycles_in_transaction(member, today, lock_key)
+    else
+      regenerate_cycles_new_transaction(member, today, lock_key)
+    end
+  end
+
+  # Already in transaction: use advisory lock directly
+  # Returns {:ok, notifications} - notifications should be returned to after_action hook
+  defp regenerate_cycles_in_transaction(member, today, lock_key) do
+    Ecto.Adapters.SQL.query!(Mv.Repo, "SELECT pg_advisory_xact_lock($1)", [lock_key])
+    do_regenerate_cycles_on_type_change(member, today, skip_lock?: true)
+  end
+
+  # Not in transaction: start new transaction with advisory lock
+  # Returns {:ok, notifications} - notifications should be sent by caller (e.g., via after_action)
+  defp regenerate_cycles_new_transaction(member, today, lock_key) do
+    Mv.Repo.transaction(fn ->
+      Ecto.Adapters.SQL.query!(Mv.Repo, "SELECT pg_advisory_xact_lock($1)", [lock_key])
+
+      case do_regenerate_cycles_on_type_change(member, today, skip_lock?: true) do
+        {:ok, notifications} ->
+          # Return notifications - they will be sent by the caller
+          notifications
+
+        {:error, reason} ->
+          Mv.Repo.rollback(reason)
+      end
+    end)
+    |> case do
+      {:ok, notifications} -> {:ok, notifications}
+      {:error, reason} -> {:error, reason}
+    end
+  end
+
+  # Performs the actual cycle deletion and regeneration
+  # Returns {:ok, notifications} or {:error, reason}
+  # notifications are collected to be sent after transaction commits
+  defp do_regenerate_cycles_on_type_change(member, today, opts) do
+    require Ash.Query
+
+    skip_lock? = Keyword.get(opts, :skip_lock?, false)
+
+    # Find all unpaid cycles for this member
+    # We need to check cycle_end for each cycle using its own interval
+    all_unpaid_cycles_query =
+      Mv.MembershipFees.MembershipFeeCycle
+      |> Ash.Query.filter(member_id == ^member.id)
+      |> Ash.Query.filter(status == :unpaid)
+      |> Ash.Query.load([:membership_fee_type])
+
+    case Ash.read(all_unpaid_cycles_query) do
+      {:ok, all_unpaid_cycles} ->
+        cycles_to_delete = filter_future_cycles(all_unpaid_cycles, today)
+        delete_and_regenerate_cycles(cycles_to_delete, member.id, today, skip_lock?: skip_lock?)
+
+      {:error, reason} ->
+        {:error, reason}
+    end
+  end
+
+  # Filters cycles that haven't ended yet (cycle_end >= today)
+  # These are the "future" cycles that should be regenerated
+  defp filter_future_cycles(all_unpaid_cycles, today) do
+    Enum.filter(all_unpaid_cycles, fn cycle ->
+      case cycle.membership_fee_type do
+        %{interval: interval} ->
+          cycle_end =
+            Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle.cycle_start, interval)
+
+          Date.compare(today, cycle_end) in [:lt, :eq]
+
+        _ ->
+          false
+      end
+    end)
+  end
+
+  # Deletes future cycles and regenerates them with the new type/amount
+  # Passes today to ensure consistent date across deletion and regeneration
+  # Returns {:ok, notifications} or {:error, reason}
+  defp delete_and_regenerate_cycles(cycles_to_delete, member_id, today, opts) do
+    skip_lock? = Keyword.get(opts, :skip_lock?, false)
+
+    if Enum.empty?(cycles_to_delete) do
+      # No cycles to delete, just regenerate
+      regenerate_cycles(member_id, today, skip_lock?: skip_lock?)
+    else
+      case delete_cycles(cycles_to_delete) do
+        :ok -> regenerate_cycles(member_id, today, skip_lock?: skip_lock?)
+        {:error, reason} -> {:error, reason}
+      end
+    end
+  end
+
+  # Deletes cycles and returns :ok if all succeeded, {:error, reason} otherwise
+  defp delete_cycles(cycles_to_delete) do
+    delete_results =
+      Enum.map(cycles_to_delete, fn cycle ->
+        Ash.destroy(cycle)
+      end)
+
+    if Enum.any?(delete_results, &match?({:error, _}, &1)) do
+      {:error, :deletion_failed}
+    else
+      :ok
+    end
+  end
+
+  # Regenerates cycles with new type/amount
+  # Passes today to ensure consistent date across deletion and regeneration
+  # skip_lock?: true means advisory lock is already set by caller
+  # Returns {:ok, notifications} - notifications should be returned to after_action hook
+  defp regenerate_cycles(member_id, today, opts) do
+    skip_lock? = Keyword.get(opts, :skip_lock?, false)
+
+    case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(
+           member_id,
+           today: today,
+           skip_lock?: skip_lock?
+         ) do
+      {:ok, _cycles, notifications} when is_list(notifications) ->
+        {:ok, notifications}
+
+      {:error, reason} ->
+        {:error, reason}
+    end
+  end
+
+  # Handles cycle generation for a member, choosing sync or async execution
+  # based on environment (test vs production)
+  # This function encapsulates the common logic for cycle generation
+  # to avoid code duplication across different hooks
+  defp handle_cycle_generation(member) do
+    if Mv.Config.sql_sandbox?() do
+      handle_cycle_generation_sync(member)
+    else
+      handle_cycle_generation_async(member)
+    end
+  end
+
+  # Runs cycle generation synchronously (for test environment)
+  defp handle_cycle_generation_sync(member) do
+    require Logger
+
+    case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(
+           member.id,
+           today: Date.utc_today()
+         ) do
+      {:ok, cycles, notifications} ->
+        send_notifications_if_any(notifications)
+        log_cycle_generation_success(member, cycles, notifications, sync: true)
+
+      {:error, reason} ->
+        log_cycle_generation_error(member, reason, sync: true)
+    end
+  end
+
+  # Runs cycle generation asynchronously (for production environment)
+  defp handle_cycle_generation_async(member) do
+    Task.Supervisor.async_nolink(Mv.TaskSupervisor, fn ->
+      case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(member.id) do
+        {:ok, cycles, notifications} ->
+          send_notifications_if_any(notifications)
+          log_cycle_generation_success(member, cycles, notifications, sync: false)
+
+        {:error, reason} ->
+          log_cycle_generation_error(member, reason, sync: false)
+      end
+    end)
+  end
+
+  # Sends notifications if any are present
+  defp send_notifications_if_any(notifications) do
+    if Enum.any?(notifications) do
+      Ash.Notifier.notify(notifications)
+    end
+  end
+
+  # Logs successful cycle generation
+  defp log_cycle_generation_success(member, cycles, notifications, sync: sync?) do
+    require Logger
+
+    sync_label = if sync?, do: "", else: " (async)"
+
+    Logger.debug(
+      "Successfully generated cycles for member#{sync_label}",
+      member_id: member.id,
+      cycles_count: length(cycles),
+      notifications_count: length(notifications)
+    )
+  end
+
+  # Logs cycle generation errors
+  defp log_cycle_generation_error(member, reason, sync: sync?) do
+    require Logger
+
+    sync_label = if sync?, do: "", else: " (async)"
+
+    Logger.error(
+      "Failed to generate cycles for member#{sync_label}",
+      member_id: member.id,
+      member_email: member.email,
+      error: inspect(reason),
+      error_type: error_type(reason)
+    )
+  end
+
+  # Helper to extract error type for structured logging
+  defp error_type(%{__struct__: struct_name}), do: struct_name
+  defp error_type(error) when is_atom(error), do: error
+  defp error_type(_), do: :unknown
+
   # Normalizes visibility config map keys from strings to atoms.
   # JSONB in PostgreSQL converts atom keys to string keys when storing.
   defp normalize_visibility_config(config) when is_map(config) do
@@ -476,7 +1002,6 @@ defmodule Mv.Membership.Member do
     - `query` - Ash.Query.t() to apply search to
     - `opts` - Keyword list or map with search options:
       - `:query` or `"query"` - Search string
-      - `:fields` or `"fields"` - Optional field restrictions
 
   ## Returns
     - Modified Ash.Query.t() with search filters applied
@@ -497,16 +1022,103 @@ defmodule Mv.Membership.Member do
     if String.trim(q) == "" do
       query
     else
-      args =
-        case opts[:fields] || opts["fields"] do
-          nil -> %{query: q}
-          fields -> %{query: q, fields: fields}
-        end
-
-      Ash.Query.for_read(query, :search, args)
+      Ash.Query.for_read(query, :search, %{query: q})
     end
   end
 
+  # ============================================================================
+  # Search Input Sanitization
+  # ============================================================================
+
+  # Sanitizes search input to prevent LIKE pattern injection.
+  # Escapes SQL LIKE wildcards (% and _) and limits query length.
+  #
+  # ## Examples
+  #
+  #     iex> sanitize_search_query("test%injection")
+  #     "test\\%injection"
+  #
+  #     iex> sanitize_search_query("very_long_search")
+  #     "very\\_long\\_search"
+  #
+  defp sanitize_search_query(query) when is_binary(query) do
+    query
+    |> String.slice(0, 100)
+    |> String.replace("\\", "\\\\")
+    |> String.replace("%", "\\%")
+    |> String.replace("_", "\\_")
+  end
+
+  defp sanitize_search_query(_), do: ""
+
+  # ============================================================================
+  # Search Filter Builders
+  # ============================================================================
+  # These functions build search filters grouped by search type for maintainability.
+  # Priority order: FTS > Substring > Custom Fields > Fuzzy Matching
+
+  # Builds full-text search filter using tsvector (highest priority, fastest)
+  # Uses GIN index on search_vector for optimal performance
+  defp build_fts_filter(query) do
+    expr(
+      fragment("search_vector @@ websearch_to_tsquery('simple', ?)", ^query) or
+        fragment("search_vector @@ plainto_tsquery('simple', ?)", ^query)
+    )
+  end
+
+  # Builds substring search filter for structured fields
+  # Note: contains/2 uses ILIKE '%value%' which is not index-optimized
+  # Performance: Good for small datasets, may be slow on large tables
+  defp build_substring_filter(query, _pattern) do
+    expr(
+      contains(postal_code, ^query) or
+        contains(house_number, ^query) or
+        contains(phone_number, ^query) or
+        contains(email, ^query) or
+        contains(city, ^query)
+    )
+  end
+
+  # Builds search filter for custom field values using ILIKE on JSONB
+  # Note: ILIKE on JSONB is not index-optimized, may be slow with many custom fields
+  # This is a fallback for substring matching in custom fields (e.g., phone numbers)
+  # Uses ->> operator which always returns TEXT directly (no need for -> + ::text fallback)
+  # Important: `id` must be passed as parameter to correctly reference the outer members table
+  defp build_custom_field_filter(pattern) do
+    expr(
+      fragment(
+        "EXISTS (SELECT 1 FROM custom_field_values WHERE member_id = ? AND (value->>'_union_value' ILIKE ? OR value->>'value' ILIKE ?))",
+        id,
+        ^pattern,
+        ^pattern
+      )
+    )
+  end
+
+  # Builds fuzzy/trigram matching filter for name and street fields.
+  # Uses pg_trgm extension with GIN indexes for performance.
+  #
+  # Two-tier matching strategy:
+  # - % operator: Uses server-wide pg_trgm.similarity_threshold (typically 0.3)
+  #   for fast index-based initial filtering
+  # - similarity/word_similarity: Uses @default_similarity_threshold (0.2)
+  #   for more lenient matching to catch edge cases
+  #
+  # Note: Requires trigram GIN indexes on first_name, last_name, street.
+  defp build_fuzzy_filter(query, threshold) do
+    expr(
+      fragment("? % first_name", ^query) or
+        fragment("? % last_name", ^query) or
+        fragment("? % street", ^query) or
+        fragment("word_similarity(?, first_name) > ?", ^query, ^threshold) or
+        fragment("word_similarity(?, last_name) > ?", ^query, ^threshold) or
+        fragment("word_similarity(?, street) > ?", ^query, ^threshold) or
+        fragment("similarity(first_name, ?) > ?", ^query, ^threshold) or
+        fragment("similarity(last_name, ?) > ?", ^query, ^threshold) or
+        fragment("similarity(street, ?) > ?", ^query, ^threshold)
+    )
+  end
+
   # Private helper to apply filters for :available_for_linking action
   # user_email: may be nil/empty when creating new user, or populated when editing
   # search_query: optional search term for fuzzy matching
@@ -515,9 +1127,9 @@ defmodule Mv.Membership.Member do
   # - Empty user_email ("") → email == "" is always false → only fuzzy search matches
   # - This allows a single filter expression instead of duplicating fuzzy search logic
   #
-  # Cyclomatic complexity is unavoidable here: PostgreSQL fuzzy search requires
-  # multiple OR conditions for good search quality (FTS + trigram similarity + substring)
-  # credo:disable-for-next-line Credo.Check.Refactor.CyclomaticComplexity
+  # Note: Custom field search is intentionally excluded from linking to optimize
+  # autocomplete performance. Custom fields are still searchable via the main
+  # member search which uses the indexed search_vector.
   defp apply_linking_filters(query, user_email, search_query) do
     has_search = search_query && String.trim(search_query) != ""
     # Use empty string instead of nil to simplify filter logic
@@ -526,35 +1138,23 @@ defmodule Mv.Membership.Member do
     if has_search do
       # Search query provided: return email-match OR fuzzy-search candidates
       trimmed_search = String.trim(search_query)
+      # Sanitize for LIKE patterns (contains uses ILIKE internally)
+      sanitized_search = sanitize_search_query(trimmed_search)
+
+      # Build search filters - excluding custom_field_filter for performance
+      fts_match = build_fts_filter(trimmed_search)
+      fuzzy_match = build_fuzzy_filter(trimmed_search, @default_similarity_threshold)
+      email_substring_match = expr(contains(email, ^sanitized_search))
 
       query
       |> Ash.Query.filter(
         expr(
-          # Email match candidate (for filter_by_email_match priority)
-          # If email is "", this is always false and fuzzy search takes over
-          # Fuzzy search candidates
+          # Email exact match has highest priority (for filter_by_email_match)
+          # If email is "", this is always false and search filters take over
           email == ^trimmed_email or
-            fragment("search_vector @@ websearch_to_tsquery('simple', ?)", ^trimmed_search) or
-            fragment("search_vector @@ plainto_tsquery('simple', ?)", ^trimmed_search) or
-            fragment("? % first_name", ^trimmed_search) or
-            fragment("? % last_name", ^trimmed_search) or
-            fragment("word_similarity(?, first_name) > 0.2", ^trimmed_search) or
-            fragment(
-              "word_similarity(?, last_name) > ?",
-              ^trimmed_search,
-              ^@default_similarity_threshold
-            ) or
-            fragment(
-              "similarity(first_name, ?) > ?",
-              ^trimmed_search,
-              ^@default_similarity_threshold
-            ) or
-            fragment(
-              "similarity(last_name, ?) > ?",
-              ^trimmed_search,
-              ^@default_similarity_threshold
-            ) or
-            contains(email, ^trimmed_search)
+            ^fts_match or
+            ^fuzzy_match or
+            ^email_substring_match
         )
       )
     else
@@ -562,4 +1162,127 @@ defmodule Mv.Membership.Member do
       query
     end
   end
+
+  # Extracts provided custom field values from changeset
+  # Handles both create (from argument) and update (from existing data) scenarios
+  defp provided_custom_field_values(changeset) do
+    custom_field_values_arg = Ash.Changeset.get_argument(changeset, :custom_field_values)
+
+    if is_nil(custom_field_values_arg) do
+      extract_existing_values(changeset.data)
+    else
+      extract_argument_values(custom_field_values_arg)
+    end
+  end
+
+  # Extracts custom field values from existing member data (update scenario)
+  defp extract_existing_values(member_data) do
+    case Ash.load(member_data, :custom_field_values) do
+      {:ok, %{custom_field_values: existing_values}} ->
+        Enum.reduce(existing_values, %{}, &extract_value_from_cfv/2)
+
+      _ ->
+        %{}
+    end
+  end
+
+  # Extracts value from a CustomFieldValue struct
+  defp extract_value_from_cfv(cfv, acc) do
+    value = extract_union_value(cfv.value)
+    Map.put(acc, cfv.custom_field_id, value)
+  end
+
+  # Extracts value from union type (map or direct value)
+  defp extract_union_value(value) when is_map(value), do: Map.get(value, :value)
+  defp extract_union_value(value), do: value
+
+  # Extracts custom field values from provided argument (create/update scenario)
+  defp extract_argument_values(custom_field_values_arg) do
+    Enum.reduce(custom_field_values_arg, %{}, &extract_value_from_arg/2)
+  end
+
+  # Extracts value from argument map
+  defp extract_value_from_arg(cfv, acc) do
+    custom_field_id = Map.get(cfv, "custom_field_id")
+    value_map = Map.get(cfv, "value", %{})
+    actual_value = extract_value_from_map(value_map)
+    Map.put(acc, custom_field_id, actual_value)
+  end
+
+  # Extracts value from map, supporting both "value" and "_union_value" keys
+  # Also handles Ash.Union structs (which have atom keys :value and :type)
+  # Uses cond instead of || to preserve false values
+  defp extract_value_from_map(value_map) do
+    cond do
+      # Handle Ash.Union struct - check if it's a struct with __struct__ == Ash.Union
+      match?({:ok, Ash.Union}, Map.fetch(value_map, :__struct__)) ->
+        Map.get(value_map, :value)
+
+      # Handle map with string keys
+      Map.has_key?(value_map, "value") ->
+        Map.get(value_map, "value")
+
+      Map.has_key?(value_map, "_union_value") ->
+        Map.get(value_map, "_union_value")
+
+      # Handle map with atom keys
+      Map.has_key?(value_map, :value) ->
+        Map.get(value_map, :value)
+
+      true ->
+        nil
+    end
+  end
+
+  # Finds which required custom fields are missing from provided values
+  defp missing_required_fields(required_custom_fields, provided_values) do
+    Enum.filter(required_custom_fields, fn cf ->
+      value = Map.get(provided_values, cf.id)
+      not value_present?(value, cf.value_type)
+    end)
+  end
+
+  # Builds validation error message for missing required custom fields
+  defp build_custom_field_validation_error(missing_fields) do
+    # Sort missing fields alphabetically for consistent error messages
+    sorted_missing_fields = Enum.sort_by(missing_fields, & &1.name)
+    missing_names = Enum.map_join(sorted_missing_fields, ", ", & &1.name)
+
+    {:error,
+     field: :custom_field_values,
+     message:
+       Gettext.dgettext(MvWeb.Gettext, "default", "Required custom fields missing: %{fields}",
+         fields: missing_names
+       )}
+  end
+
+  # Helper function to check if a value is present for a given custom field type
+  # Boolean: false is valid, only nil is invalid
+  # String: nil or empty strings are invalid
+  # Integer: nil or empty strings are invalid, 0 is valid
+  # Date: nil or empty strings are invalid
+  # Email: nil or empty strings are invalid
+  defp value_present?(nil, _type), do: false
+
+  defp value_present?(value, :boolean), do: not is_nil(value)
+
+  defp value_present?(value, :string), do: is_binary(value) and String.trim(value) != ""
+
+  defp value_present?(value, :integer) when is_integer(value), do: true
+
+  defp value_present?(value, :integer) when is_binary(value), do: String.trim(value) != ""
+
+  defp value_present?(_value, :integer), do: false
+
+  defp value_present?(value, :date) when is_struct(value, Date), do: true
+
+  defp value_present?(value, :date) when is_binary(value), do: String.trim(value) != ""
+
+  defp value_present?(_value, :date), do: false
+
+  defp value_present?(value, :email) when is_binary(value), do: String.trim(value) != ""
+
+  defp value_present?(_value, :email), do: false
+
+  defp value_present?(_value, _type), do: false
 end

lib/membership/member/changes/set_default_membership_fee_type.ex

@@ -0,0 +1,42 @@
+defmodule Mv.Membership.Member.Changes.SetDefaultMembershipFeeType do
+  @moduledoc """
+  Ash change that automatically assigns the default membership fee type to new members
+  if no membership_fee_type_id is explicitly provided.
+
+  This change reads the default_membership_fee_type_id from global settings and
+  assigns it to the member if membership_fee_type_id is nil.
+  """
+  use Ash.Resource.Change
+
+  @spec change(Ash.Changeset.t(), keyword(), Ash.Resource.Change.context()) :: Ash.Changeset.t()
+  def change(changeset, _opts, _context) do
+    # Only set default if membership_fee_type_id is not already set
+    current_type_id = Ash.Changeset.get_attribute(changeset, :membership_fee_type_id)
+
+    if is_nil(current_type_id) do
+      apply_default_membership_fee_type(changeset)
+    else
+      changeset
+    end
+  end
+
+  defp apply_default_membership_fee_type(changeset) do
+    case Mv.Membership.get_settings() do
+      {:ok, settings} ->
+        if settings.default_membership_fee_type_id do
+          Ash.Changeset.force_change_attribute(
+            changeset,
+            :membership_fee_type_id,
+            settings.default_membership_fee_type_id
+          )
+        else
+          changeset
+        end
+
+      {:error, _error} ->
+        # If settings can't be loaded, continue without default
+        # This prevents member creation from failing if settings are misconfigured
+        changeset
+    end
+  end
+end

lib/membership/membership.ex

@@ -21,6 +21,9 @@ defmodule Mv.Membership do
   use Ash.Domain,
     extensions: [AshAdmin.Domain, AshPhoenix]
 
+  require Ash.Query
+  import Ash.Expr
+
   admin do
     show? true
   end
@@ -125,6 +128,29 @@ defmodule Mv.Membership do
     |> Ash.update(domain: __MODULE__)
   end
 
+  @doc """
+  Lists only required custom fields.
+
+  This is an optimized version that filters at the database level instead of
+  loading all custom fields and filtering in memory.
+
+  ## Returns
+
+    - `{:ok, required_custom_fields}` - List of required custom fields
+    - `{:error, error}` - Error reading custom fields
+
+  ## Examples
+
+      iex> {:ok, required_fields} = Mv.Membership.list_required_custom_fields()
+      iex> Enum.all?(required_fields, & &1.required)
+      true
+  """
+  def list_required_custom_fields do
+    Mv.Membership.CustomField
+    |> Ash.Query.filter(expr(required == true))
+    |> Ash.read(domain: __MODULE__)
+  end
+
   @doc """
   Updates the member field visibility configuration.
 

lib/membership/setting.ex

@@ -4,13 +4,15 @@ defmodule Mv.Membership.Setting do
 
   ## Overview
   Settings is a singleton resource that stores global configuration for the association,
-  such as the club name and branding information. There should only ever be one settings
-  record in the database.
+  such as the club name, branding information, and membership fee settings. There should
+  only ever be one settings record in the database.
 
   ## Attributes
   - `club_name` - The name of the association/club (required, cannot be empty)
   - `member_field_visibility` - JSONB map storing visibility configuration for member fields
     (e.g., `%{"street" => false, "house_number" => false}`). Fields not in the map default to `true`.
+  - `include_joining_cycle` - Whether to include the joining cycle in membership fee generation (default: true)
+  - `default_membership_fee_type_id` - Default membership fee type for new members (optional)
 
   ## Singleton Pattern
   This resource uses a singleton pattern - there should only be one settings record.
@@ -22,6 +24,12 @@ defmodule Mv.Membership.Setting do
   If set, the environment variable value is used as a fallback when no database
   value exists. Database values always take precedence over environment variables.
 
+  ## Membership Fee Settings
+  - `include_joining_cycle`: When true, members pay from their joining cycle. When false,
+    they pay from the next full cycle after joining.
+  - `default_membership_fee_type_id`: The membership fee type automatically assigned to
+    new members. Can be nil if no default is set.
+
   ## Examples
 
       # Get current settings
@@ -33,6 +41,9 @@ defmodule Mv.Membership.Setting do
 
       # Update member field visibility
       {:ok, updated} = Mv.Membership.update_member_field_visibility(settings, %{"street" => false, "house_number" => false})
+
+      # Update membership fee settings
+      {:ok, updated} = Mv.Membership.update_settings(settings, %{include_joining_cycle: false})
   """
   use Ash.Resource,
     domain: Mv.Membership,
@@ -54,13 +65,24 @@ defmodule Mv.Membership.Setting do
     # Used only as fallback in get_settings/0 if settings don't exist
     # Settings should normally be created via seed script
     create :create do
-      accept [:club_name, :member_field_visibility]
+      accept [
+        :club_name,
+        :member_field_visibility,
+        :include_joining_cycle,
+        :default_membership_fee_type_id
+      ]
     end
 
     update :update do
       primary? true
       require_atomic? false
-      accept [:club_name, :member_field_visibility]
+
+      accept [
+        :club_name,
+        :member_field_visibility,
+        :include_joining_cycle,
+        :default_membership_fee_type_id
+      ]
     end
 
     update :update_member_field_visibility do
@@ -68,6 +90,14 @@ defmodule Mv.Membership.Setting do
       require_atomic? false
       accept [:member_field_visibility]
     end
+
+    update :update_membership_fee_settings do
+      description "Updates the membership fee configuration"
+      require_atomic? false
+      accept [:include_joining_cycle, :default_membership_fee_type_id]
+
+      change Mv.Membership.Setting.Changes.NormalizeDefaultFeeTypeId
+    end
   end
 
   validations do
@@ -113,6 +143,41 @@ defmodule Mv.Membership.Setting do
                end
              end,
              on: [:create, :update]
+
+    # Validate default_membership_fee_type_id exists if set
+    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
+                   {:ok, _} ->
+                     :ok
+
+                   {:error, %Ash.Error.Invalid{errors: [%Ash.Error.Query.NotFound{} | _]}} ->
+                     {:error,
+                      field: :default_membership_fee_type_id,
+                      message: "Membership fee type not found"}
+
+                   {:error, err} ->
+                     # Log unexpected errors (DB timeout, connection errors, etc.)
+                     require Logger
+
+                     Logger.warning(
+                       "Unexpected error when validating default_membership_fee_type_id: #{inspect(err)}"
+                     )
+
+                     # Return generic error to user
+                     {:error,
+                      field: :default_membership_fee_type_id,
+                      message: "Could not validate membership fee type"}
+                 end
+               else
+                 # Optional, can be nil
+                 :ok
+               end
+             end,
+             on: [:create, :update]
   end
 
   attributes do
@@ -133,6 +198,26 @@ defmodule Mv.Membership.Setting do
       description:
         "Configuration for member field visibility in overview (JSONB map). Keys are member field names (atoms), values are booleans."
 
+    # Membership fee settings
+    attribute :include_joining_cycle, :boolean do
+      allow_nil? false
+      default true
+      public? true
+      description "Whether to include the joining cycle in membership fee generation"
+    end
+
+    attribute :default_membership_fee_type_id, :uuid do
+      allow_nil? true
+      public? true
+      description "Default membership fee type ID for new members"
+    end
+
     timestamps()
   end
+
+  relationships do
+    # Optional relationship to the default membership fee type
+    # Note: We use manual FK (default_membership_fee_type_id attribute) instead of belongs_to
+    # to avoid circular dependency between Membership and MembershipFees domains
+  end
 end

lib/membership/setting/changes/normalize_default_fee_type_id.ex

@@ -0,0 +1,19 @@
+defmodule Mv.Membership.Setting.Changes.NormalizeDefaultFeeTypeId do
+  @moduledoc """
+  Ash change that normalizes empty strings to nil for default_membership_fee_type_id.
+
+  HTML forms submit empty select values as empty strings (""), but the database
+  expects nil for optional UUID fields. This change converts "" to nil.
+  """
+  use Ash.Resource.Change
+
+  def change(changeset, _opts, _context) do
+    default_fee_type_id = Ash.Changeset.get_attribute(changeset, :default_membership_fee_type_id)
+
+    if default_fee_type_id == "" do
+      Ash.Changeset.force_change_attribute(changeset, :default_membership_fee_type_id, nil)
+    else
+      changeset
+    end
+  end
+end

lib/membership_fees/changes/set_membership_fee_start_date.ex

@@ -0,0 +1,174 @@
+defmodule Mv.MembershipFees.Changes.SetMembershipFeeStartDate do
+  @moduledoc """
+  Ash change module that automatically calculates and sets the membership_fee_start_date.
+
+  ## Logic
+
+  1. Only executes if `membership_fee_start_date` is not manually set
+  2. Requires both `join_date` and `membership_fee_type_id` to be present
+  3. Reads `include_joining_cycle` setting from global Settings
+  4. Reads `interval` from the assigned `membership_fee_type`
+  5. Calculates the start date:
+     - If `include_joining_cycle = true`: First day of the joining cycle
+     - If `include_joining_cycle = false`: First day of the next cycle after joining
+
+  ## Usage
+
+  In a Member action:
+
+      create :create_member do
+        # ...
+        change Mv.MembershipFees.Changes.SetMembershipFeeStartDate
+      end
+
+  The change module handles all prerequisite checks internally (join_date, membership_fee_type_id).
+  If any required data is missing, the changeset is returned unchanged with a warning logged.
+  """
+  use Ash.Resource.Change
+
+  require Logger
+
+  alias Mv.MembershipFees.CalendarCycles
+
+  @impl true
+  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)
+    end
+  end
+
+  # Check if membership_fee_start_date is already set (either in changeset or data)
+  defp has_start_date?(changeset) do
+    # Check if it's being set in this changeset
+    case Ash.Changeset.fetch_change(changeset, :membership_fee_start_date) do
+      {:ok, date} when not is_nil(date) ->
+        true
+
+      _ ->
+        # Check if it already exists in the data (for updates)
+        case changeset.data do
+          %{membership_fee_start_date: date} when not is_nil(date) -> true
+          _ -> false
+        end
+    end
+  end
+
+  defp calculate_and_set_start_date(changeset) do
+    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, 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)
+    else
+      {:error, :join_date_not_set} ->
+        # Missing join_date is expected for partial creates
+        changeset
+
+      {:error, :membership_fee_type_not_set} ->
+        # Missing membership_fee_type_id is expected for partial creates
+        changeset
+
+      {:error, :membership_fee_type_not_found} ->
+        # This is a data integrity error - membership_fee_type_id references non-existent type
+        # Return changeset error to fail the action
+        Ash.Changeset.add_error(
+          changeset,
+          field: :membership_fee_type_id,
+          message: "not found"
+        )
+
+      {:error, reason} ->
+        # Log warning for other unexpected errors
+        Logger.warning("Could not auto-set membership_fee_start_date: #{inspect(reason)}")
+        changeset
+    end
+  end
+
+  defp get_join_date(changeset) do
+    # First check the changeset for changes
+    case Ash.Changeset.fetch_change(changeset, :join_date) do
+      {:ok, date} when not is_nil(date) ->
+        {:ok, date}
+
+      _ ->
+        # Then check existing data
+        case changeset.data do
+          %{join_date: date} when not is_nil(date) -> {:ok, date}
+          _ -> {:error, :join_date_not_set}
+        end
+    end
+  end
+
+  defp get_membership_fee_type_id(changeset) do
+    # First check the changeset for changes
+    case Ash.Changeset.fetch_change(changeset, :membership_fee_type_id) do
+      {:ok, id} when not is_nil(id) ->
+        {:ok, id}
+
+      _ ->
+        # Then check existing data
+        case changeset.data do
+          %{membership_fee_type_id: id} when not is_nil(id) -> {:ok, id}
+          _ -> {:error, :membership_fee_type_not_set}
+        end
+    end
+  end
+
+  defp get_interval(membership_fee_type_id) do
+    case Ash.get(Mv.MembershipFees.MembershipFeeType, membership_fee_type_id) do
+      {:ok, %{interval: interval}} -> {:ok, interval}
+      {:error, _} -> {:error, :membership_fee_type_not_found}
+    end
+  end
+
+  defp get_include_joining_cycle do
+    case Mv.Membership.get_settings() do
+      {:ok, %{include_joining_cycle: include}} -> {:ok, include}
+      {:error, _} -> {:ok, true}
+    end
+  end
+
+  @doc """
+  Calculates the membership fee start date based on join date, interval, and settings.
+
+  ## Parameters
+
+    - `join_date` - The date the member joined
+    - `interval` - The billing interval (:monthly, :quarterly, :half_yearly, :yearly)
+    - `include_joining_cycle` - Whether to include the joining cycle
+
+  ## Returns
+
+    The calculated start date (first day of the appropriate cycle).
+
+  ## Examples
+
+      iex> calculate_start_date(~D[2024-03-15], :yearly, true)
+      ~D[2024-01-01]
+
+      iex> calculate_start_date(~D[2024-03-15], :yearly, false)
+      ~D[2025-01-01]
+
+      iex> calculate_start_date(~D[2024-03-15], :quarterly, true)
+      ~D[2024-01-01]
+
+      iex> calculate_start_date(~D[2024-03-15], :quarterly, false)
+      ~D[2024-04-01]
+
+  """
+  @spec calculate_start_date(Date.t(), CalendarCycles.interval(), boolean()) :: Date.t()
+  def calculate_start_date(join_date, interval, include_joining_cycle) do
+    if include_joining_cycle do
+      # Start date is the first day of the joining cycle
+      CalendarCycles.calculate_cycle_start(join_date, interval)
+    else
+      # Start date is the first day of the next cycle after joining
+      join_cycle_start = CalendarCycles.calculate_cycle_start(join_date, interval)
+      CalendarCycles.next_cycle_start(join_cycle_start, interval)
+    end
+  end
+end

lib/membership_fees/changes/validate_same_interval.ex

@@ -0,0 +1,148 @@
+defmodule Mv.MembershipFees.Changes.ValidateSameInterval do
+  @moduledoc """
+  Validates that membership fee type changes only allow same-interval types.
+
+  Prevents changing from yearly to monthly, etc. (MVP constraint).
+
+  ## Usage
+
+  In a Member action:
+
+      update :update_member do
+        # ...
+        change Mv.MembershipFees.Changes.ValidateSameInterval
+      end
+
+  The change module only executes when `membership_fee_type_id` is being changed.
+  If the new type has a different interval than the current type, a validation error is returned.
+  """
+  use Ash.Resource.Change
+
+  @impl true
+  def change(changeset, _opts, _context) do
+    if changing_membership_fee_type?(changeset) do
+      validate_interval_match(changeset)
+    else
+      changeset
+    end
+  end
+
+  # Check if membership_fee_type_id is being changed
+  defp changing_membership_fee_type?(changeset) do
+    Ash.Changeset.changing_attribute?(changeset, :membership_fee_type_id)
+  end
+
+  # Validate that the new type has the same interval as the current type
+  defp validate_interval_match(changeset) do
+    current_type_id = get_current_type_id(changeset)
+    new_type_id = get_new_type_id(changeset)
+
+    cond do
+      # If no current type, allow any change (first assignment)
+      is_nil(current_type_id) ->
+        changeset
+
+      # If new type is nil, reject the change (membership_fee_type_id is required)
+      is_nil(new_type_id) ->
+        add_nil_type_error(changeset)
+
+      # Both types exist - validate intervals match
+      true ->
+        validate_intervals_match(changeset, current_type_id, new_type_id)
+    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
+      {:ok, current_interval, new_interval} ->
+        if current_interval == new_interval do
+          changeset
+        else
+          add_interval_mismatch_error(changeset, current_interval, new_interval)
+        end
+
+      {:error, reason} ->
+        # Fail closed: If we can't load the types, reject the change
+        # This prevents inconsistent data states
+        add_type_validation_error(changeset, reason)
+    end
+  end
+
+  # Get current type ID from changeset data
+  defp get_current_type_id(changeset) do
+    case changeset.data do
+      %{membership_fee_type_id: type_id} -> type_id
+      _ -> nil
+    end
+  end
+
+  # Get new type ID from changeset
+  defp get_new_type_id(changeset) do
+    case Ash.Changeset.fetch_change(changeset, :membership_fee_type_id) do
+      {:ok, type_id} -> type_id
+      :error -> nil
+    end
+  end
+
+  # Get intervals for both types
+  defp get_intervals(current_type_id, new_type_id) do
+    alias Mv.MembershipFees.MembershipFeeType
+
+    case {Ash.get(MembershipFeeType, current_type_id), Ash.get(MembershipFeeType, new_type_id)} do
+      {{:ok, current_type}, {:ok, new_type}} ->
+        {:ok, current_type.interval, new_type.interval}
+
+      _ ->
+        {:error, :type_not_found}
+    end
+  end
+
+  # Add validation error for interval mismatch
+  defp add_interval_mismatch_error(changeset, current_interval, new_interval) do
+    current_interval_name = format_interval(current_interval)
+    new_interval_name = format_interval(new_interval)
+
+    message =
+      "Cannot change membership fee type: current type uses #{current_interval_name} interval, " <>
+        "new type uses #{new_interval_name} interval. Only same-interval changes are allowed."
+
+    Ash.Changeset.add_error(
+      changeset,
+      field: :membership_fee_type_id,
+      message: message
+    )
+  end
+
+  # Add validation error when types cannot be loaded
+  defp add_type_validation_error(changeset, _reason) do
+    message =
+      "Could not validate membership fee type intervals. " <>
+        "The current or new membership fee type no longer exists. " <>
+        "This may indicate a data consistency issue."
+
+    Ash.Changeset.add_error(
+      changeset,
+      field: :membership_fee_type_id,
+      message: message
+    )
+  end
+
+  # Add validation error when trying to set membership_fee_type_id to nil
+  defp add_nil_type_error(changeset) do
+    message = "Cannot remove membership fee type. A membership fee type is required."
+
+    Ash.Changeset.add_error(
+      changeset,
+      field: :membership_fee_type_id,
+      message: message
+    )
+  end
+
+  # Format interval atom to human-readable string
+  defp format_interval(:monthly), do: "monthly"
+  defp format_interval(:quarterly), do: "quarterly"
+  defp format_interval(:half_yearly), do: "half-yearly"
+  defp format_interval(:yearly), do: "yearly"
+  defp format_interval(interval), do: to_string(interval)
+end

lib/membership_fees/membership_fee_cycle.ex

@@ -0,0 +1,132 @@
+defmodule Mv.MembershipFees.MembershipFeeCycle do
+  @moduledoc """
+  Ash resource representing an individual membership fee cycle for a member.
+
+  ## Overview
+  MembershipFeeCycle represents a single billing cycle for a member. Each cycle
+  tracks the payment status and amount for a specific time period.
+
+  ## Attributes
+  - `cycle_start` - Start date of the billing cycle (aligned to calendar boundaries)
+  - `amount` - The fee amount for this cycle (stored for audit trail)
+  - `status` - Payment status: unpaid, paid, or suspended
+  - `notes` - Optional notes for this cycle
+
+  ## Design Decisions
+  - **No cycle_end field**: Calculated from cycle_start + interval (from fee type)
+  - **Amount stored per cycle**: Preserves historical amounts when fee type changes
+  - **Calendar-aligned cycles**: All cycles start on calendar boundaries
+
+  ## Relationships
+  - `belongs_to :member` - The member this cycle belongs to
+  - `belongs_to :membership_fee_type` - The fee type for this cycle
+
+  ## Constraints
+  - Unique constraint on (member_id, cycle_start) - one cycle per period per member
+  - CASCADE delete when member is deleted
+  - RESTRICT delete on membership_fee_type if cycles exist
+  """
+  use Ash.Resource,
+    domain: Mv.MembershipFees,
+    data_layer: AshPostgres.DataLayer
+
+  postgres do
+    table "membership_fee_cycles"
+    repo Mv.Repo
+  end
+
+  resource do
+    description "Individual membership fee cycle for a member"
+  end
+
+  actions do
+    defaults [:read, :destroy]
+
+    create :create do
+      primary? true
+      accept [:cycle_start, :amount, :status, :notes, :member_id, :membership_fee_type_id]
+    end
+
+    update :update do
+      primary? true
+      accept [:status, :notes, :amount]
+    end
+
+    update :mark_as_paid do
+      description "Mark cycle as paid"
+      require_atomic? false
+      accept [:notes]
+
+      change fn changeset, _context ->
+        Ash.Changeset.force_change_attribute(changeset, :status, :paid)
+      end
+    end
+
+    update :mark_as_suspended do
+      description "Mark cycle as suspended"
+      require_atomic? false
+      accept [:notes]
+
+      change fn changeset, _context ->
+        Ash.Changeset.force_change_attribute(changeset, :status, :suspended)
+      end
+    end
+
+    update :mark_as_unpaid do
+      description "Mark cycle as unpaid (for error correction)"
+      require_atomic? false
+      accept [:notes]
+
+      change fn changeset, _context ->
+        Ash.Changeset.force_change_attribute(changeset, :status, :unpaid)
+      end
+    end
+  end
+
+  attributes do
+    uuid_v7_primary_key :id
+
+    attribute :cycle_start, :date do
+      allow_nil? false
+      public? true
+      description "Start date of the billing cycle"
+    end
+
+    attribute :amount, :decimal do
+      allow_nil? false
+      public? true
+
+      description "Fee amount for this cycle (stored for audit trail, non-negative, max 2 decimal places)"
+
+      constraints min: 0, scale: 2
+    end
+
+    attribute :status, :atom do
+      allow_nil? false
+      public? true
+      default :unpaid
+      description "Payment status of this cycle"
+      constraints one_of: [:unpaid, :paid, :suspended]
+    end
+
+    attribute :notes, :string do
+      allow_nil? true
+      public? true
+      description "Optional notes for this cycle"
+    end
+  end
+
+  relationships do
+    belongs_to :member, Mv.Membership.Member do
+      allow_nil? false
+    end
+
+    belongs_to :membership_fee_type, Mv.MembershipFees.MembershipFeeType do
+      allow_nil? false
+    end
+  end
+
+  identities do
+    identity :unique_cycle_per_member, [:member_id, :cycle_start]
+  end
+end

lib/membership_fees/membership_fee_type.ex

@@ -0,0 +1,190 @@
+defmodule Mv.MembershipFees.MembershipFeeType do
+  @moduledoc """
+  Ash resource representing a membership fee type definition.
+
+  ## Overview
+  MembershipFeeType defines the different types of membership fees that can be
+  assigned to members. Each type has a fixed interval (billing cycle) and a
+  default amount.
+
+  ## Attributes
+  - `name` - Unique name for the fee type (e.g., "Standard", "Reduced", "Family")
+  - `amount` - The fee amount in the default currency (decimal)
+  - `interval` - Billing interval: monthly, quarterly, half_yearly, or yearly
+  - `description` - Optional description for the fee type
+
+  ## Immutability
+  The `interval` field is immutable after creation. This prevents complex
+  migration scenarios when changing billing cycles. To change intervals,
+  create a new fee type and migrate members.
+
+  ## Relationships
+  - `has_many :members` - Members assigned to this fee type
+  - `has_many :membership_fee_cycles` - All cycles using this fee type
+  """
+  use Ash.Resource,
+    domain: Mv.MembershipFees,
+    data_layer: AshPostgres.DataLayer
+
+  postgres do
+    table "membership_fee_types"
+    repo Mv.Repo
+  end
+
+  resource do
+    description "Membership fee type definition with interval and amount"
+  end
+
+  actions do
+    defaults [:read]
+
+    create :create do
+      primary? true
+      accept [:name, :amount, :interval, :description]
+    end
+
+    update :update do
+      primary? true
+      # require_atomic? false because validation queries (member/cycle counts) are not atomic
+      # DB constraints serve as the final safeguard if data changes between validation and update
+      require_atomic? false
+      # Note: interval is NOT in accept list - it's immutable after creation
+      accept [:name, :amount, :description]
+    end
+
+    destroy :destroy do
+      primary? true
+
+      # require_atomic? false because validation queries (member/cycle/settings counts) are not atomic
+      # DB constraints serve as the final safeguard if data changes between validation and delete
+      require_atomic? false
+    end
+  end
+
+  validations do
+    # Prevent interval changes after creation
+    validate fn changeset, _context ->
+               if Ash.Changeset.changing_attribute?(changeset, :interval) do
+                 case changeset.data do
+                   # Creating new resource, interval can be set
+                   nil ->
+                     :ok
+
+                   _existing ->
+                     {:error,
+                      field: :interval, message: "Interval cannot be changed after creation"}
+                 end
+               else
+                 :ok
+               end
+             end,
+             on: [:update]
+
+    # Prevent deletion if assigned to members
+    validate fn changeset, _context ->
+               if changeset.action_type == :destroy do
+                 require Ash.Query
+
+                 member_count =
+                   Mv.Membership.Member
+                   |> Ash.Query.filter(membership_fee_type_id == ^changeset.data.id)
+                   |> Ash.count!()
+
+                 if member_count > 0 do
+                   {:error,
+                    message:
+                      "Cannot delete membership fee type: #{member_count} member(s) are assigned to it"}
+                 else
+                   :ok
+                 end
+               else
+                 :ok
+               end
+             end,
+             on: [:destroy]
+
+    # Prevent deletion if cycles exist
+    validate fn changeset, _context ->
+               if changeset.action_type == :destroy do
+                 require Ash.Query
+
+                 cycle_count =
+                   Mv.MembershipFees.MembershipFeeCycle
+                   |> Ash.Query.filter(membership_fee_type_id == ^changeset.data.id)
+                   |> Ash.count!()
+
+                 if cycle_count > 0 do
+                   {:error,
+                    message:
+                      "Cannot delete membership fee type: #{cycle_count} cycle(s) reference it"}
+                 else
+                   :ok
+                 end
+               else
+                 :ok
+               end
+             end,
+             on: [:destroy]
+
+    # Prevent deletion if used as default in settings
+    validate fn changeset, _context ->
+               if changeset.action_type == :destroy do
+                 require Ash.Query
+
+                 setting_count =
+                   Mv.Membership.Setting
+                   |> Ash.Query.filter(default_membership_fee_type_id == ^changeset.data.id)
+                   |> Ash.count!()
+
+                 if setting_count > 0 do
+                   {:error,
+                    message: "Cannot delete membership fee type: it's used as default in settings"}
+                 else
+                   :ok
+                 end
+               else
+                 :ok
+               end
+             end,
+             on: [:destroy]
+  end
+
+  attributes do
+    uuid_v7_primary_key :id
+
+    attribute :name, :string do
+      allow_nil? false
+      public? true
+      description "Unique name for the membership fee type"
+    end
+
+    attribute :amount, :decimal do
+      allow_nil? false
+      public? true
+      description "Fee amount in default currency (non-negative, max 2 decimal places)"
+      constraints min: 0, scale: 2
+    end
+
+    attribute :interval, :atom do
+      allow_nil? false
+      public? true
+      description "Billing interval (immutable after creation)"
+      constraints one_of: [:monthly, :quarterly, :half_yearly, :yearly]
+    end
+
+    attribute :description, :string do
+      allow_nil? true
+      public? true
+      description "Optional description for the fee type"
+    end
+  end
+
+  relationships do
+    has_many :membership_fee_cycles, Mv.MembershipFees.MembershipFeeCycle
+    has_many :members, Mv.Membership.Member
+  end
+
+  identities do
+    identity :unique_name, [:name]
+  end
+end

lib/membership_fees/membership_fees.ex

@@ -0,0 +1,42 @@
+defmodule Mv.MembershipFees do
+  @moduledoc """
+  Ash Domain for membership fee management.
+
+  ## Resources
+  - `MembershipFeeType` - Defines membership fee types with intervals and amounts
+  - `MembershipFeeCycle` - Individual membership fee cycles per member
+
+  ## Overview
+  This domain handles the complete membership fee lifecycle including:
+  - Fee type definitions (monthly, quarterly, half-yearly, yearly)
+  - Individual fee cycles for each member
+  - Payment status tracking (unpaid, paid, suspended)
+
+  ## Architecture Decisions
+  - `interval` field on MembershipFeeType is immutable after creation
+  - `cycle_end` is calculated, not stored (from cycle_start + interval)
+  - `amount` is stored per cycle for audit trail when prices change
+  """
+  use Ash.Domain,
+    extensions: [AshAdmin.Domain, AshPhoenix]
+
+  admin do
+    show? true
+  end
+
+  resources do
+    resource Mv.MembershipFees.MembershipFeeType do
+      define :create_membership_fee_type, action: :create
+      define :list_membership_fee_types, action: :read
+      define :update_membership_fee_type, action: :update
+      define :destroy_membership_fee_type, action: :destroy
+    end
+
+    resource Mv.MembershipFees.MembershipFeeCycle do
+      define :create_membership_fee_cycle, action: :create
+      define :list_membership_fee_cycles, action: :read
+      define :update_membership_fee_cycle, action: :update
+      define :destroy_membership_fee_cycle, action: :destroy
+    end
+  end
+end

lib/mv/application.ex

@@ -10,6 +10,7 @@ defmodule Mv.Application do
     children = [
       MvWeb.Telemetry,
       Mv.Repo,
+      {Task.Supervisor, name: Mv.TaskSupervisor},
       {DNSCluster, query: Application.get_env(:mv, :dns_cluster_query) || :ignore},
       {Phoenix.PubSub, name: Mv.PubSub},
       {AshAuthentication.Supervisor, otp_app: :my},

lib/mv/authorization/authorization.ex

@@ -0,0 +1,31 @@
+defmodule Mv.Authorization do
+  @moduledoc """
+  Ash Domain for authorization and role management.
+
+  ## Resources
+  - `Role` - User roles that reference permission sets
+
+  ## Public API
+  The domain exposes these main actions:
+  - Role CRUD: `create_role/1`, `list_roles/0`, `update_role/2`, `destroy_role/1`
+
+  ## Admin Interface
+  The domain is configured with AshAdmin for management UI.
+  """
+  use Ash.Domain,
+    extensions: [AshAdmin.Domain, AshPhoenix]
+
+  admin do
+    show? true
+  end
+
+  resources do
+    resource Mv.Authorization.Role do
+      define :create_role, action: :create_role
+      define :list_roles, action: :read
+      define :get_role, action: :read, get_by: [:id]
+      define :update_role, action: :update_role
+      define :destroy_role, action: :destroy
+    end
+  end
+end

lib/mv/authorization/permission_sets.ex

@@ -0,0 +1,294 @@
+defmodule Mv.Authorization.PermissionSets do
+  @moduledoc """
+  Defines the four hardcoded permission sets for the application.
+
+  Each permission set specifies:
+  - Resource permissions (what CRUD operations on which resources)
+  - Page permissions (which LiveView pages can be accessed)
+  - Scopes (own, linked, all)
+
+  ## Permission Sets
+
+  1. **own_data** - Default for "Mitglied" role
+     - Can only access own user data and linked member/custom field values
+     - Cannot create new members or manage system
+
+  2. **read_only** - For "Vorstand" and "Buchhaltung" roles
+     - Can read all member data
+     - Cannot create, update, or delete
+
+  3. **normal_user** - For "Kassenwart" role
+     - Create/Read/Update members (no delete for safety), full CRUD on custom field values
+     - Cannot manage custom fields or users
+
+  4. **admin** - For "Admin" role
+     - Unrestricted access to all resources
+     - Can manage users, roles, custom fields
+
+  ## Usage
+
+      # Get permissions for a role's permission set
+      permissions = PermissionSets.get_permissions(:admin)
+
+      # Check if a permission set name is valid
+      PermissionSets.valid_permission_set?("read_only")  # => true
+
+      # Convert string to atom safely
+      {:ok, atom} = PermissionSets.permission_set_name_to_atom("own_data")
+
+  ## Performance
+
+  All functions are pure and intended to be constant-time. Permission lookups
+  are very fast (typically < 1 microsecond in practice) as they are simple
+  pattern matches and map lookups with no database queries or external calls.
+  """
+
+  @type scope :: :own | :linked | :all
+  @type action :: :read | :create | :update | :destroy
+
+  @type resource_permission :: %{
+          resource: String.t(),
+          action: action(),
+          scope: scope(),
+          granted: boolean()
+        }
+
+  @type permission_set :: %{
+          resources: [resource_permission()],
+          pages: [String.t()]
+        }
+
+  @doc """
+  Returns the list of all valid permission set names.
+
+  ## Examples
+
+      iex> PermissionSets.all_permission_sets()
+      [:own_data, :read_only, :normal_user, :admin]
+  """
+  @spec all_permission_sets() :: [atom()]
+  def all_permission_sets do
+    [:own_data, :read_only, :normal_user, :admin]
+  end
+
+  @doc """
+  Returns permissions for the given permission set.
+
+  ## Examples
+
+      iex> permissions = PermissionSets.get_permissions(:admin)
+      iex> Enum.any?(permissions.resources, fn p ->
+      ...>   p.resource == "User" and p.action == :destroy
+      ...> end)
+      true
+
+      iex> PermissionSets.get_permissions(:invalid)
+      ** (ArgumentError) invalid permission set: :invalid. Must be one of: [:own_data, :read_only, :normal_user, :admin]
+  """
+  @spec get_permissions(atom()) :: permission_set()
+
+  def get_permissions(set) when set not in [:own_data, :read_only, :normal_user, :admin] do
+    raise ArgumentError,
+          "invalid permission set: #{inspect(set)}. Must be one of: #{inspect(all_permission_sets())}"
+  end
+
+  def get_permissions(:own_data) do
+    %{
+      resources: [
+        # User: Can always read/update own credentials
+        %{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 custom field values of linked member
+        %{resource: "CustomFieldValue", action: :read, scope: :linked, granted: true},
+        %{resource: "CustomFieldValue", action: :update, scope: :linked, granted: true},
+
+        # CustomField: Can read all (needed for forms)
+        %{resource: "CustomField", action: :read, scope: :all, granted: true}
+      ],
+      pages: [
+        # Home page
+        "/",
+        # Own profile
+        "/profile",
+        # Linked member detail (filtered by policy)
+        "/members/:id"
+      ]
+    }
+  end
+
+  def get_permissions(:read_only) do
+    %{
+      resources: [
+        # User: Can read/update own credentials only
+        %{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}
+      ],
+      pages: [
+        "/",
+        # Own profile
+        "/profile",
+        # Member list
+        "/members",
+        # Member detail
+        "/members/:id",
+        # Custom field values overview
+        "/custom_field_values",
+        # Custom field value detail
+        "/custom_field_values/:id"
+      ]
+    }
+  end
+
+  def get_permissions(:normal_user) do
+    %{
+      resources: [
+        # User: Can read/update own credentials only
+        %{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}
+      ],
+      pages: [
+        "/",
+        # Own profile
+        "/profile",
+        "/members",
+        # Create member
+        "/members/new",
+        "/members/:id",
+        # Edit member
+        "/members/:id/edit",
+        "/custom_field_values",
+        # Custom field value detail
+        "/custom_field_values/:id",
+        "/custom_field_values/new",
+        "/custom_field_values/:id/edit"
+      ]
+    }
+  end
+
+  def get_permissions(:admin) do
+    %{
+      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}
+      ],
+      pages: [
+        # Wildcard: Admin can access all pages
+        "*"
+      ]
+    }
+  end
+
+  def get_permissions(invalid) do
+    raise ArgumentError,
+          "invalid permission set: #{inspect(invalid)}. Must be one of: #{inspect(all_permission_sets())}"
+  end
+
+  @doc """
+  Checks if a permission set name (string or atom) is valid.
+
+  ## Examples
+
+      iex> PermissionSets.valid_permission_set?("admin")
+      true
+
+      iex> PermissionSets.valid_permission_set?(:read_only)
+      true
+
+      iex> PermissionSets.valid_permission_set?("invalid")
+      false
+  """
+  @spec valid_permission_set?(any()) :: boolean()
+  def valid_permission_set?(name) when is_binary(name) do
+    case permission_set_name_to_atom(name) do
+      {:ok, _atom} -> true
+      {:error, _} -> false
+    end
+  end
+
+  def valid_permission_set?(name) when is_atom(name) do
+    name in all_permission_sets()
+  end
+
+  def valid_permission_set?(_), do: false
+
+  @doc """
+  Converts a permission set name string to atom safely.
+
+  ## Examples
+
+      iex> PermissionSets.permission_set_name_to_atom("admin")
+      {:ok, :admin}
+
+      iex> PermissionSets.permission_set_name_to_atom("invalid")
+      {:error, :invalid_permission_set}
+  """
+  @spec permission_set_name_to_atom(String.t()) ::
+          {:ok, atom()} | {:error, :invalid_permission_set}
+  def permission_set_name_to_atom(name) when is_binary(name) do
+    atom = String.to_existing_atom(name)
+
+    if valid_permission_set?(atom) do
+      {:ok, atom}
+    else
+      {:error, :invalid_permission_set}
+    end
+  rescue
+    ArgumentError -> {:error, :invalid_permission_set}
+  end
+end

lib/mv/authorization/role.ex

@@ -0,0 +1,142 @@
+defmodule Mv.Authorization.Role do
+  @moduledoc """
+  Represents a user role that references a permission set.
+
+  Roles are stored in the database and link users to permission sets.
+  Each role has a `permission_set_name` that references one of the four
+  hardcoded permission sets defined in `Mv.Authorization.PermissionSets`.
+
+  ## Fields
+
+  - `name` - Unique role name (e.g., "Vorstand", "Admin")
+  - `description` - Human-readable description of the role
+  - `permission_set_name` - Must be one of: "own_data", "read_only", "normal_user", "admin"
+  - `is_system_role` - If true, role cannot be deleted (protects critical roles like "Mitglied")
+
+  ## Relationships
+
+  - `has_many :users` - Users assigned to this role
+
+  ## Validations
+
+  - `permission_set_name` must be a valid permission set (checked against PermissionSets.all_permission_sets/0)
+  - `name` must be unique
+  - System roles cannot be deleted (enforced via validation)
+
+  ## Examples
+
+      # Create a new role
+      {:ok, role} = Mv.Authorization.create_role(%{
+        name: "Vorstand",
+        description: "Board member with read access",
+        permission_set_name: "read_only"
+      })
+      
+      # List all roles
+      {:ok, roles} = Mv.Authorization.list_roles()
+  """
+  use Ash.Resource,
+    domain: Mv.Authorization,
+    data_layer: AshPostgres.DataLayer
+
+  postgres do
+    table "roles"
+    repo Mv.Repo
+
+    references do
+      # Prevent deletion of roles that are assigned to users
+      reference :users, on_delete: :restrict
+    end
+  end
+
+  code_interface do
+    define :create_role
+    define :list_roles, action: :read
+    define :update_role
+    define :destroy_role, action: :destroy
+  end
+
+  actions do
+    defaults [:read]
+
+    create :create_role do
+      primary? true
+      # is_system_role is intentionally excluded - should only be set via seeds/internal actions
+      accept [:name, :description, :permission_set_name]
+      # Note: In Ash 3.0, require_atomic? is not available for create actions
+      # Custom validations will still work
+    end
+
+    update :update_role do
+      primary? true
+      # is_system_role is intentionally excluded - should only be set via seeds/internal actions
+      accept [:name, :description, :permission_set_name]
+      # Required because custom validation functions cannot be executed atomically
+      require_atomic? false
+    end
+
+    destroy :destroy do
+      # Required because custom validation functions cannot be executed atomically
+      require_atomic? false
+    end
+  end
+
+  validations do
+    validate one_of(
+               :permission_set_name,
+               Mv.Authorization.PermissionSets.all_permission_sets()
+               |> Enum.map(&Atom.to_string/1)
+             ),
+             message:
+               "must be one of: #{Mv.Authorization.PermissionSets.all_permission_sets() |> Enum.map_join(", ", &Atom.to_string/1)}"
+
+    validate fn changeset, _context ->
+               if changeset.data.is_system_role do
+                 {:error,
+                  field: :is_system_role,
+                  message:
+                    "Cannot delete system role. System roles are required for the application to function."}
+               else
+                 :ok
+               end
+             end,
+             on: [:destroy]
+  end
+
+  attributes do
+    uuid_v7_primary_key :id
+
+    attribute :name, :string do
+      allow_nil? false
+      public? true
+    end
+
+    attribute :description, :string do
+      allow_nil? true
+      public? true
+    end
+
+    attribute :permission_set_name, :string do
+      allow_nil? false
+      public? true
+    end
+
+    attribute :is_system_role, :boolean do
+      allow_nil? false
+      default false
+      public? true
+    end
+
+    timestamps()
+  end
+
+  relationships do
+    has_many :users, Mv.Accounts.User do
+      destination_attribute :role_id
+    end
+  end
+
+  identities do
+    identity :unique_name, [:name]
+  end
+end

lib/mv/config.ex

@@ -0,0 +1,24 @@
+defmodule Mv.Config do
+  @moduledoc """
+  Configuration helper functions for the application.
+
+  Provides centralized access to configuration values to avoid
+  magic strings/atoms scattered throughout the codebase.
+  """
+
+  @doc """
+  Returns whether SQL sandbox mode is enabled.
+
+  SQL sandbox mode is typically enabled in test environments
+  to allow concurrent database access in tests.
+
+  ## Returns
+
+    - `true` if SQL sandbox is enabled
+    - `false` otherwise
+  """
+  @spec sql_sandbox?() :: boolean()
+  def sql_sandbox? do
+    Application.get_env(:mv, :sql_sandbox, false)
+  end
+end

lib/mv/constants.ex

@@ -7,7 +7,6 @@ defmodule Mv.Constants do
     :first_name,
     :last_name,
     :email,
-    :paid,
     :phone_number,
     :join_date,
     :exit_date,
@@ -15,7 +14,8 @@ defmodule Mv.Constants do
     :city,
     :street,
     :house_number,
-    :postal_code
+    :postal_code,
+    :membership_fee_start_date
   ]
 
   @custom_field_prefix "custom_field_"

lib/mv/membership_fees/calendar_cycles.ex

@@ -0,0 +1,337 @@
+defmodule Mv.MembershipFees.CalendarCycles do
+  @moduledoc """
+  Calendar-based cycle calculation functions for membership fees.
+
+  This module provides functions for calculating cycle boundaries
+  based on interval types (monthly, quarterly, half-yearly, yearly).
+
+  The calculation functions (`calculate_cycle_start/3`, `calculate_cycle_end/2`,
+  `next_cycle_start/2`) are pure functions with no side effects.
+
+  The time-dependent functions (`current_cycle?/3`, `last_completed_cycle?/3`)
+  depend on a date parameter for testability. Their 2-argument variants
+  (`current_cycle?/2`, `last_completed_cycle?/2`) use `Date.utc_today()` and
+  are not referentially transparent.
+
+  ## Interval Types
+
+  - `:monthly` - Cycles from 1st to last day of each month
+  - `:quarterly` - Cycles from 1st of Jan/Apr/Jul/Oct to last day of quarter
+  - `:half_yearly` - Cycles from 1st of Jan/Jul to last day of half-year
+  - `:yearly` - Cycles from Jan 1st to Dec 31st
+
+  ## Examples
+
+      iex> date = ~D[2024-03-15]
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(date, :monthly)
+      ~D[2024-03-01]
+
+      iex> cycle_start = ~D[2024-01-01]
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle_start, :yearly)
+      ~D[2024-12-31]
+
+      iex> cycle_start = ~D[2024-01-01]
+      iex> Mv.MembershipFees.CalendarCycles.next_cycle_start(cycle_start, :yearly)
+      ~D[2025-01-01]
+  """
+
+  @typedoc """
+  Interval type for membership fee cycles.
+
+  - `:monthly` - Monthly cycles (1st to last day of month)
+  - `:quarterly` - Quarterly cycles (1st of quarter to last day of quarter)
+  - `:half_yearly` - Half-yearly cycles (1st of half-year to last day of half-year)
+  - `:yearly` - Yearly cycles (Jan 1st to Dec 31st)
+  """
+  @type interval :: :monthly | :quarterly | :half_yearly | :yearly
+
+  @doc """
+  Calculates the start date of the cycle that contains the reference date.
+
+  ## Parameters
+
+    - `date` - Ignored in this 3-argument version (kept for API consistency)
+    - `interval` - The interval type (`:monthly`, `:quarterly`, `:half_yearly`, `:yearly`)
+    - `reference_date` - The date used to determine which cycle to calculate
+
+  ## Returns
+
+    The start date of the cycle containing the reference date.
+
+  ## Examples
+
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-03-15], :monthly, ~D[2024-05-20])
+      ~D[2024-05-01]
+
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-03-15], :quarterly, ~D[2024-05-20])
+      ~D[2024-04-01]
+  """
+  @spec calculate_cycle_start(Date.t(), interval(), Date.t()) :: Date.t()
+  def calculate_cycle_start(_date, interval, reference_date) do
+    case interval do
+      :monthly -> monthly_cycle_start(reference_date)
+      :quarterly -> quarterly_cycle_start(reference_date)
+      :half_yearly -> half_yearly_cycle_start(reference_date)
+      :yearly -> yearly_cycle_start(reference_date)
+    end
+  end
+
+  @doc """
+  Calculates the start date of the cycle that contains the given date.
+
+  This is a convenience function that calls `calculate_cycle_start/3` with `date` as both
+  the input and reference date.
+
+  ## Parameters
+
+    - `date` - The date used to determine which cycle to calculate
+    - `interval` - The interval type (`:monthly`, `:quarterly`, `:half_yearly`, `:yearly`)
+
+  ## Returns
+
+    The start date of the cycle containing the given date.
+
+  ## Examples
+
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-03-15], :monthly)
+      ~D[2024-03-01]
+
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-05-15], :quarterly)
+      ~D[2024-04-01]
+
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-09-15], :half_yearly)
+      ~D[2024-07-01]
+
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-12-15], :yearly)
+      ~D[2024-01-01]
+  """
+  @spec calculate_cycle_start(Date.t(), interval()) :: Date.t()
+  def calculate_cycle_start(date, interval) do
+    calculate_cycle_start(date, interval, date)
+  end
+
+  @doc """
+  Calculates the end date of a cycle based on its start date and interval.
+
+  ## Parameters
+
+    - `cycle_start` - The start date of the cycle
+    - `interval` - The interval type
+
+  ## Returns
+
+    The end date of the cycle.
+
+  ## Examples
+
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(~D[2024-03-01], :monthly)
+      ~D[2024-03-31]
+
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(~D[2024-02-01], :monthly)
+      ~D[2024-02-29]
+
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(~D[2024-01-01], :quarterly)
+      ~D[2024-03-31]
+
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(~D[2024-01-01], :half_yearly)
+      ~D[2024-06-30]
+
+      iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(~D[2024-01-01], :yearly)
+      ~D[2024-12-31]
+  """
+  @spec calculate_cycle_end(Date.t(), interval()) :: Date.t()
+  def calculate_cycle_end(cycle_start, interval) do
+    case interval do
+      :monthly -> monthly_cycle_end(cycle_start)
+      :quarterly -> quarterly_cycle_end(cycle_start)
+      :half_yearly -> half_yearly_cycle_end(cycle_start)
+      :yearly -> yearly_cycle_end(cycle_start)
+    end
+  end
+
+  @doc """
+  Calculates the start date of the next cycle.
+
+  ## Parameters
+
+    - `cycle_start` - The start date of the current cycle
+    - `interval` - The interval type
+
+  ## Returns
+
+    The start date of the next cycle.
+
+  ## Examples
+
+      iex> Mv.MembershipFees.CalendarCycles.next_cycle_start(~D[2024-01-01], :monthly)
+      ~D[2024-02-01]
+
+      iex> Mv.MembershipFees.CalendarCycles.next_cycle_start(~D[2024-01-01], :quarterly)
+      ~D[2024-04-01]
+
+      iex> Mv.MembershipFees.CalendarCycles.next_cycle_start(~D[2024-01-01], :half_yearly)
+      ~D[2024-07-01]
+
+      iex> Mv.MembershipFees.CalendarCycles.next_cycle_start(~D[2024-01-01], :yearly)
+      ~D[2025-01-01]
+  """
+  @spec next_cycle_start(Date.t(), interval()) :: Date.t()
+  def next_cycle_start(cycle_start, interval) do
+    cycle_end = calculate_cycle_end(cycle_start, interval)
+    next_date = Date.add(cycle_end, 1)
+    calculate_cycle_start(next_date, interval)
+  end
+
+  @doc """
+  Checks if the cycle contains the given date.
+
+  ## Parameters
+
+    - `cycle_start` - The start date of the cycle
+    - `interval` - The interval type
+    - `today` - The date to check (defaults to today's date)
+
+  ## Returns
+
+    `true` if the given date is within the cycle, `false` otherwise.
+
+  ## Examples
+
+      iex> Mv.MembershipFees.CalendarCycles.current_cycle?(~D[2024-03-01], :monthly, ~D[2024-03-15])
+      true
+
+      iex> Mv.MembershipFees.CalendarCycles.current_cycle?(~D[2024-02-01], :monthly, ~D[2024-03-15])
+      false
+
+      iex> Mv.MembershipFees.CalendarCycles.current_cycle?(~D[2024-03-01], :monthly, ~D[2024-03-01])
+      true
+
+      iex> Mv.MembershipFees.CalendarCycles.current_cycle?(~D[2024-03-01], :monthly, ~D[2024-03-31])
+      true
+  """
+  @spec current_cycle?(Date.t(), interval(), Date.t()) :: boolean()
+  def current_cycle?(cycle_start, interval, today) do
+    cycle_end = calculate_cycle_end(cycle_start, interval)
+
+    Date.compare(cycle_start, today) in [:lt, :eq] and
+      Date.compare(today, cycle_end) in [:lt, :eq]
+  end
+
+  @spec current_cycle?(Date.t(), interval()) :: boolean()
+  def current_cycle?(cycle_start, interval) do
+    current_cycle?(cycle_start, interval, Date.utc_today())
+  end
+
+  @doc """
+  Checks if the cycle is the last completed cycle.
+
+  A cycle is considered the last completed cycle if:
+  - The cycle has ended (cycle_end < today)
+  - The next cycle has not ended yet (today <= next_end)
+
+  In other words: `cycle_end < today <= next_end`
+
+  ## Parameters
+
+    - `cycle_start` - The start date of the cycle
+    - `interval` - The interval type
+    - `today` - The date to check against (defaults to today's date)
+
+  ## Returns
+
+    `true` if the cycle is the last completed cycle, `false` otherwise.
+
+  ## Examples
+
+      iex> Mv.MembershipFees.CalendarCycles.last_completed_cycle?(~D[2024-03-01], :monthly, ~D[2024-04-01])
+      true
+
+      iex> Mv.MembershipFees.CalendarCycles.last_completed_cycle?(~D[2024-03-01], :monthly, ~D[2024-03-15])
+      false
+
+      iex> Mv.MembershipFees.CalendarCycles.last_completed_cycle?(~D[2024-02-01], :monthly, ~D[2024-04-15])
+      false
+  """
+  @spec last_completed_cycle?(Date.t(), interval(), Date.t()) :: boolean()
+  def last_completed_cycle?(cycle_start, interval, today) do
+    cycle_end = calculate_cycle_end(cycle_start, interval)
+
+    # Cycle must have ended (cycle_end < today)
+    case Date.compare(today, cycle_end) do
+      :gt ->
+        # Check if this is the most recent completed cycle
+        # by verifying that the next cycle hasn't ended yet (today <= next_end)
+        next_start = next_cycle_start(cycle_start, interval)
+        next_end = calculate_cycle_end(next_start, interval)
+
+        Date.compare(today, next_end) in [:lt, :eq]
+
+      _ ->
+        false
+    end
+  end
+
+  @spec last_completed_cycle?(Date.t(), interval()) :: boolean()
+  def last_completed_cycle?(cycle_start, interval) do
+    last_completed_cycle?(cycle_start, interval, Date.utc_today())
+  end
+
+  # Private helper functions
+
+  defp monthly_cycle_start(date) do
+    Date.new!(date.year, date.month, 1)
+  end
+
+  defp monthly_cycle_end(cycle_start) do
+    Date.end_of_month(cycle_start)
+  end
+
+  defp quarterly_cycle_start(date) do
+    quarter_start_month =
+      case date.month do
+        m when m in [1, 2, 3] -> 1
+        m when m in [4, 5, 6] -> 4
+        m when m in [7, 8, 9] -> 7
+        m when m in [10, 11, 12] -> 10
+      end
+
+    Date.new!(date.year, quarter_start_month, 1)
+  end
+
+  defp quarterly_cycle_end(cycle_start) do
+    # Ensure cycle_start is aligned to quarter boundary
+    # This handles cases where cycle_start might not be at the correct quarter start (e.g., month 12)
+    aligned_start = quarterly_cycle_start(cycle_start)
+
+    case aligned_start.month do
+      1 -> Date.new!(aligned_start.year, 3, 31)
+      4 -> Date.new!(aligned_start.year, 6, 30)
+      7 -> Date.new!(aligned_start.year, 9, 30)
+      10 -> Date.new!(aligned_start.year, 12, 31)
+    end
+  end
+
+  defp half_yearly_cycle_start(date) do
+    half_start_month = if date.month in 1..6, do: 1, else: 7
+    Date.new!(date.year, half_start_month, 1)
+  end
+
+  defp half_yearly_cycle_end(cycle_start) do
+    # Ensure cycle_start is aligned to half-year boundary
+    # This handles cases where cycle_start might not be at the correct half-year start (e.g., month 10)
+    aligned_start = half_yearly_cycle_start(cycle_start)
+
+    case aligned_start.month do
+      1 -> Date.new!(aligned_start.year, 6, 30)
+      7 -> Date.new!(aligned_start.year, 12, 31)
+    end
+  end
+
+  defp yearly_cycle_start(date) do
+    Date.new!(date.year, 1, 1)
+  end
+
+  defp yearly_cycle_end(cycle_start) do
+    Date.new!(cycle_start.year, 12, 31)
+  end
+end

lib/mv/membership_fees/cycle_generation_job.ex

@@ -0,0 +1,174 @@
+defmodule Mv.MembershipFees.CycleGenerationJob do
+  @moduledoc """
+  Scheduled job for generating membership fee cycles.
+
+  This module provides a skeleton for scheduled cycle generation.
+  In the future, this can be integrated with Oban or similar job processing libraries.
+
+  ## Current Implementation
+
+  Currently provides manual execution functions that can be called:
+  - From IEx console for administrative tasks
+  - From a cron job via a Mix task
+  - From the admin UI (future)
+
+  ## Future Oban Integration
+
+  When Oban is added to the project, this module can be converted to an Oban worker:
+
+      defmodule Mv.MembershipFees.CycleGenerationJob do
+        use Oban.Worker,
+          queue: :membership_fees,
+          max_attempts: 3
+
+        @impl Oban.Worker
+        def perform(%Oban.Job{}) do
+          Mv.MembershipFees.CycleGenerator.generate_cycles_for_all_members()
+        end
+      end
+
+  ## Usage
+
+      # Manual execution from IEx
+      Mv.MembershipFees.CycleGenerationJob.run()
+
+      # Check if cycles need to be generated
+      Mv.MembershipFees.CycleGenerationJob.pending_members_count()
+
+  """
+
+  alias Mv.MembershipFees.CycleGenerator
+
+  require Ash.Query
+  require Logger
+
+  @doc """
+  Runs the cycle generation job for all active members.
+
+  This is the main entry point for scheduled execution.
+
+  ## Returns
+
+    - `{:ok, results}` - Map with success/failed counts
+    - `{:error, reason}` - Error with reason
+
+  ## Examples
+
+      iex> Mv.MembershipFees.CycleGenerationJob.run()
+      {:ok, %{success: 45, failed: 0, total: 45}}
+
+  """
+  @spec run() :: {:ok, map()} | {:error, term()}
+  def run do
+    Logger.info("Starting membership fee cycle generation job")
+    start_time = System.monotonic_time(:millisecond)
+
+    result = CycleGenerator.generate_cycles_for_all_members()
+
+    elapsed = System.monotonic_time(:millisecond) - start_time
+
+    case result do
+      {:ok, stats} ->
+        Logger.info(
+          "Cycle generation completed in #{elapsed}ms: #{stats.success} success, #{stats.failed} failed, #{stats.total} total"
+        )
+
+        result
+
+      {:error, reason} ->
+        Logger.error("Cycle generation failed: #{inspect(reason)}")
+        result
+    end
+  end
+
+  @doc """
+  Runs cycle generation with custom options.
+
+  ## Options
+
+    - `:today` - Override today's date (useful for testing or catch-up)
+    - `:batch_size` - Number of members to process in parallel
+
+  ## Examples
+
+      # Generate cycles as if today was a specific date
+      Mv.MembershipFees.CycleGenerationJob.run(today: ~D[2024-12-31])
+
+      # Process with smaller batch size
+      Mv.MembershipFees.CycleGenerationJob.run(batch_size: 5)
+
+  """
+  @spec run(keyword()) :: {:ok, map()} | {:error, term()}
+  def run(opts) when is_list(opts) do
+    Logger.info("Starting membership fee cycle generation job with opts: #{inspect(opts)}")
+    start_time = System.monotonic_time(:millisecond)
+
+    result = CycleGenerator.generate_cycles_for_all_members(opts)
+
+    elapsed = System.monotonic_time(:millisecond) - start_time
+
+    case result do
+      {:ok, stats} ->
+        Logger.info(
+          "Cycle generation completed in #{elapsed}ms: #{stats.success} success, #{stats.failed} failed, #{stats.total} total"
+        )
+
+        result
+
+      {:error, reason} ->
+        Logger.error("Cycle generation failed: #{inspect(reason)}")
+        result
+    end
+  end
+
+  @doc """
+  Returns the count of members that need cycle generation.
+
+  A member needs cycle generation if:
+  - Has a membership_fee_type assigned
+  - Has a join_date set
+  - Is active (no exit_date or exit_date >= today)
+
+  ## Returns
+
+    - `{:ok, count}` - Number of members needing generation
+    - `{:error, reason}` - Error with reason
+
+  """
+  @spec pending_members_count() :: {:ok, non_neg_integer()} | {:error, term()}
+  def pending_members_count do
+    today = Date.utc_today()
+
+    query =
+      Mv.Membership.Member
+      |> Ash.Query.filter(not is_nil(membership_fee_type_id))
+      |> Ash.Query.filter(not is_nil(join_date))
+      |> Ash.Query.filter(is_nil(exit_date) or exit_date >= ^today)
+
+    case Ash.count(query) do
+      {:ok, count} -> {:ok, count}
+      {:error, reason} -> {:error, reason}
+    end
+  end
+
+  @doc """
+  Generates cycles for a specific member by ID.
+
+  Useful for administrative tasks or manual corrections.
+
+  ## Parameters
+
+    - `member_id` - The UUID of the member
+
+  ## Returns
+
+    - `{:ok, cycles}` - List of newly created cycles
+    - `{:error, reason}` - Error with reason
+
+  """
+  @spec run_for_member(String.t()) :: {:ok, [map()]} | {:error, term()}
+  def run_for_member(member_id) when is_binary(member_id) do
+    Logger.info("Generating cycles for member #{member_id}")
+    CycleGenerator.generate_cycles_for_member(member_id)
+  end
+end

lib/mv/membership_fees/cycle_generator.ex

@@ -0,0 +1,460 @@
+defmodule Mv.MembershipFees.CycleGenerator do
+  @moduledoc """
+  Module for generating membership fee cycles for members.
+
+  This module provides functions to automatically generate membership fee cycles
+  based on a member's fee type, start date, and exit date.
+
+  ## Algorithm
+
+  1. Load member with relationships (membership_fee_type, membership_fee_cycles)
+  2. Determine the generation start point:
+     - If NO cycles exist: Start from `membership_fee_start_date` (or calculated from `join_date`)
+     - If cycles exist: Start from the cycle AFTER the last existing one
+  3. Generate all cycle starts from the determined start point to today (or `exit_date`)
+  4. Create new cycles with the current amount from `membership_fee_type`
+
+  ## Important: Gap Handling
+
+  **Gaps are NOT filled.** If a cycle was explicitly deleted (e.g., 2023 was deleted
+  but 2022 and 2024 exist), the generator will NOT recreate the deleted cycle.
+  It always continues from the LAST existing cycle, regardless of any gaps.
+
+  This behavior ensures that manually deleted cycles remain deleted and prevents
+  unwanted automatic recreation of intentionally removed cycles.
+
+  ## Concurrency
+
+  Uses PostgreSQL advisory locks to prevent race conditions when generating
+  cycles for the same member concurrently.
+
+  ## Examples
+
+      # Generate cycles for a single member
+      {:ok, cycles} = CycleGenerator.generate_cycles_for_member(member)
+
+      # Generate cycles for all active members
+      {:ok, results} = CycleGenerator.generate_cycles_for_all_members()
+
+  """
+
+  alias Mv.Membership.Member
+  alias Mv.MembershipFees.CalendarCycles
+  alias Mv.MembershipFees.Changes.SetMembershipFeeStartDate
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.Repo
+
+  require Ash.Query
+  require Logger
+
+  @type generate_result ::
+          {:ok, [MembershipFeeCycle.t()], [Ash.Notifier.Notification.t()]} | {:error, term()}
+
+  @doc """
+  Generates membership fee cycles for a single member.
+
+  Uses an advisory lock to prevent concurrent generation for the same member.
+
+  ## Parameters
+
+    - `member` - The member struct or member ID
+    - `opts` - Options:
+      - `:today` - Override today's date (useful for testing)
+
+  ## Returns
+
+    - `{:ok, cycles, notifications}` - List of newly created cycles and notifications
+    - `{:error, reason}` - Error with reason
+
+  ## Examples
+
+      {:ok, cycles, notifications} = CycleGenerator.generate_cycles_for_member(member)
+      {:ok, cycles, notifications} = CycleGenerator.generate_cycles_for_member(member_id)
+      {:ok, cycles, notifications} = CycleGenerator.generate_cycles_for_member(member, today: ~D[2024-12-31])
+
+  """
+  @spec generate_cycles_for_member(Member.t() | String.t(), keyword()) :: generate_result()
+  def generate_cycles_for_member(member_or_id, opts \\ [])
+
+  def generate_cycles_for_member(member_id, opts) when is_binary(member_id) do
+    case load_member(member_id) do
+      {:ok, member} -> generate_cycles_for_member(member, opts)
+      {:error, reason} -> {:error, reason}
+    end
+  end
+
+  def generate_cycles_for_member(%Member{} = member, opts) do
+    today = Keyword.get(opts, :today, Date.utc_today())
+    skip_lock? = Keyword.get(opts, :skip_lock?, false)
+
+    do_generate_cycles_with_lock(member, today, skip_lock?)
+  end
+
+  # Generate cycles with lock handling
+  # Returns {:ok, cycles, notifications} - notifications are never sent here,
+  # they should be returned to the caller (e.g., via after_action hook)
+  defp do_generate_cycles_with_lock(member, today, true = _skip_lock?) do
+    # Lock already set by caller (e.g., regenerate_cycles_on_type_change)
+    # Just generate cycles without additional locking
+    do_generate_cycles(member, today)
+  end
+
+  defp do_generate_cycles_with_lock(member, today, false) do
+    lock_key = :erlang.phash2(member.id)
+
+    Repo.transaction(fn ->
+      Ecto.Adapters.SQL.query!(Repo, "SELECT pg_advisory_xact_lock($1)", [lock_key])
+
+      case do_generate_cycles(member, today) do
+        {:ok, cycles, notifications} ->
+          # Return cycles and notifications - do NOT send notifications here
+          # They will be sent by the caller (e.g., via after_action hook)
+          {cycles, notifications}
+
+        {:error, reason} ->
+          Repo.rollback(reason)
+      end
+    end)
+    |> case do
+      {:ok, {cycles, notifications}} -> {:ok, cycles, notifications}
+      {:error, reason} -> {:error, reason}
+    end
+  end
+
+  @doc """
+  Generates membership fee cycles for all members with a fee type assigned.
+
+  This includes both active and inactive (left) members. Inactive members
+  will have cycles generated up to their exit_date if they don't have cycles
+  for that period yet. This allows for catch-up generation of missing cycles.
+
+  Members processed are those who:
+  - Have a membership_fee_type assigned
+  - Have a join_date set
+
+  The exit_date boundary is respected during generation (not in the query),
+  so inactive members will get cycles up to their exit date.
+
+  ## Parameters
+
+    - `opts` - Options:
+      - `:today` - Override today's date (useful for testing)
+      - `:batch_size` - Number of members to process in parallel (default: 10)
+
+  ## Returns
+
+    - `{:ok, results}` - Map with :success and :failed counts
+    - `{:error, reason}` - Error with reason
+
+  """
+  @spec generate_cycles_for_all_members(keyword()) :: {:ok, map()} | {:error, term()}
+  def generate_cycles_for_all_members(opts \\ []) do
+    today = Keyword.get(opts, :today, Date.utc_today())
+    batch_size = Keyword.get(opts, :batch_size, 10)
+
+    # Query ALL members with fee type assigned (including inactive/left members)
+    # The exit_date boundary is applied during cycle generation, not here.
+    # This allows catch-up generation for members who left but are missing cycles.
+    query =
+      Member
+      |> Ash.Query.filter(not is_nil(membership_fee_type_id))
+      |> Ash.Query.filter(not is_nil(join_date))
+
+    case Ash.read(query) do
+      {:ok, members} ->
+        results = process_members_in_batches(members, batch_size, today)
+        {:ok, build_results_summary(results)}
+
+      {:error, reason} ->
+        {:error, reason}
+    end
+  end
+
+  defp process_members_in_batches(members, batch_size, today) do
+    members
+    |> Enum.chunk_every(batch_size)
+    |> Enum.flat_map(&process_batch(&1, today))
+  end
+
+  defp process_batch(batch, today) do
+    batch
+    |> Task.async_stream(fn member ->
+      process_member_cycle_generation(member, today)
+    end)
+    |> Enum.map(fn
+      {:ok, result} ->
+        result
+
+      {:exit, reason} ->
+        # Task crashed - log and return error tuple
+        Logger.error("Task crashed during cycle generation: #{inspect(reason)}")
+        {nil, {:error, {:task_exit, reason}}}
+    end)
+  end
+
+  # Process cycle generation for a single member in batch job
+  # Returns {member_id, result} tuple where result is {:ok, cycles, notifications} or {:error, reason}
+  defp process_member_cycle_generation(member, today) do
+    case generate_cycles_for_member(member, today: today) do
+      {:ok, _cycles, notifications} = ok ->
+        send_notifications_for_batch_job(notifications)
+        {member.id, ok}
+
+      {:error, _reason} = err ->
+        {member.id, err}
+    end
+  end
+
+  # Send notifications for batch job
+  # This is a top-level job, so we need to send notifications explicitly
+  defp send_notifications_for_batch_job(notifications) do
+    if Enum.any?(notifications) do
+      Ash.Notifier.notify(notifications)
+    end
+  end
+
+  defp build_results_summary(results) do
+    success_count = Enum.count(results, fn {_id, result} -> match?({:ok, _, _}, result) end)
+    failed_count = Enum.count(results, fn {_id, result} -> match?({:error, _}, result) end)
+
+    %{success: success_count, failed: failed_count, total: length(results)}
+  end
+
+  # Private functions
+
+  defp load_member(member_id) do
+    Member
+    |> Ash.Query.filter(id == ^member_id)
+    |> Ash.Query.load([:membership_fee_type, :membership_fee_cycles])
+    |> Ash.read_one()
+    |> case do
+      {:ok, nil} -> {:error, :member_not_found}
+      {:ok, member} -> {:ok, member}
+      {:error, reason} -> {:error, reason}
+    end
+  end
+
+  defp do_generate_cycles(member, today) do
+    # Reload member with relationships to ensure fresh data
+    case load_member(member.id) do
+      {:ok, member} ->
+        cond do
+          is_nil(member.membership_fee_type_id) ->
+            {:error, :no_membership_fee_type}
+
+          is_nil(member.join_date) ->
+            {:error, :no_join_date}
+
+          true ->
+            generate_missing_cycles(member, today)
+        end
+
+      {:error, reason} ->
+        {:error, reason}
+    end
+  end
+
+  defp generate_missing_cycles(member, today) do
+    fee_type = member.membership_fee_type
+    interval = fee_type.interval
+    amount = fee_type.amount
+    existing_cycles = member.membership_fee_cycles || []
+
+    # Determine start point based on existing cycles
+    # Note: We do NOT fill gaps - only generate from the last existing cycle onwards
+    start_date = determine_generation_start(member, existing_cycles, interval)
+
+    # Determine end date (today or exit_date, whichever is earlier)
+    end_date = determine_end_date(member, today)
+
+    # Only generate if start_date <= end_date
+    if start_date && Date.compare(start_date, end_date) != :gt do
+      cycle_starts = generate_cycle_starts(start_date, end_date, interval)
+      create_cycles(cycle_starts, member.id, fee_type.id, amount)
+    else
+      {:ok, [], []}
+    end
+  end
+
+  # No existing cycles: start from membership_fee_start_date
+  defp determine_generation_start(member, [], interval) do
+    determine_start_date(member, interval)
+  end
+
+  # Has existing cycles: start from the cycle AFTER the last one
+  # This ensures gaps (deleted cycles) are NOT filled
+  defp determine_generation_start(_member, existing_cycles, interval) do
+    last_cycle_start =
+      existing_cycles
+      |> Enum.map(& &1.cycle_start)
+      |> Enum.max(Date)
+
+    CalendarCycles.next_cycle_start(last_cycle_start, interval)
+  end
+
+  defp determine_start_date(member, interval) do
+    if member.membership_fee_start_date do
+      member.membership_fee_start_date
+    else
+      # Calculate from join_date using global settings
+      include_joining_cycle = get_include_joining_cycle()
+
+      SetMembershipFeeStartDate.calculate_start_date(
+        member.join_date,
+        interval,
+        include_joining_cycle
+      )
+    end
+  end
+
+  defp determine_end_date(member, today) do
+    if member.exit_date && Date.compare(member.exit_date, today) == :lt do
+      # Member has left - use the exit date as boundary
+      # Note: If exit_date == cycle_start, the cycle IS still generated.
+      # This means the member is considered a member on the first day of that cycle.
+      # Example: exit_date = 2025-01-01, yearly interval
+      #   -> The 2025 cycle (starting 2025-01-01) WILL be generated
+      member.exit_date
+    else
+      today
+    end
+  end
+
+  defp get_include_joining_cycle do
+    case Mv.Membership.get_settings() do
+      {:ok, %{include_joining_cycle: include}} -> include
+      {:error, _} -> true
+    end
+  end
+
+  @doc """
+  Generates all cycle start dates from a start date to an end date.
+
+  ## Parameters
+
+    - `start_date` - The first cycle start date
+    - `end_date` - The date up to which cycles should be generated
+    - `interval` - The billing interval
+
+  ## Returns
+
+    List of cycle start dates.
+
+  ## Examples
+
+      iex> generate_cycle_starts(~D[2024-01-01], ~D[2024-12-31], :quarterly)
+      [~D[2024-01-01], ~D[2024-04-01], ~D[2024-07-01], ~D[2024-10-01]]
+
+  """
+  @spec generate_cycle_starts(Date.t(), Date.t(), atom()) :: [Date.t()]
+  def generate_cycle_starts(start_date, end_date, interval) do
+    # Ensure start_date is aligned to cycle boundary
+    aligned_start = CalendarCycles.calculate_cycle_start(start_date, interval)
+
+    generate_cycle_starts_acc(aligned_start, end_date, interval, [])
+  end
+
+  defp generate_cycle_starts_acc(current_start, end_date, interval, acc) do
+    if Date.compare(current_start, end_date) == :gt do
+      # Current cycle start is after end date - stop
+      Enum.reverse(acc)
+    else
+      # Include this cycle and continue to next
+      next_start = CalendarCycles.next_cycle_start(current_start, interval)
+      generate_cycle_starts_acc(next_start, end_date, interval, [current_start | acc])
+    end
+  end
+
+  defp create_cycles(cycle_starts, member_id, fee_type_id, amount) do
+    # Always use return_notifications?: true to collect notifications
+    # Notifications will be returned to the caller, who is responsible for
+    # sending them (e.g., via after_action hook returning {:ok, result, notifications})
+    results =
+      Enum.map(cycle_starts, fn cycle_start ->
+        attrs = %{
+          cycle_start: cycle_start,
+          member_id: member_id,
+          membership_fee_type_id: fee_type_id,
+          amount: amount,
+          status: :unpaid
+        }
+
+        handle_cycle_creation_result(
+          Ash.create(MembershipFeeCycle, attrs, return_notifications?: true),
+          cycle_start
+        )
+      end)
+
+    {successes, skips, errors} =
+      Enum.reduce(results, {[], [], []}, fn
+        {:ok, cycle, notifications}, {successes, skips, errors} ->
+          {[{:ok, cycle, notifications} | successes], skips, errors}
+
+        {:skip, cycle_start}, {successes, skips, errors} ->
+          {successes, [cycle_start | skips], errors}
+
+        {:error, error}, {successes, skips, errors} ->
+          {successes, skips, [error | errors]}
+      end)
+
+    all_notifications =
+      Enum.flat_map(successes, fn {:ok, _cycle, notifications} -> notifications end)
+
+    if Enum.empty?(errors) do
+      successful_cycles = Enum.map(successes, fn {:ok, cycle, _notifications} -> cycle end)
+
+      if Enum.any?(skips) do
+        Logger.debug("Skipped #{length(skips)} cycles that already exist for member #{member_id}")
+      end
+
+      {:ok, successful_cycles, all_notifications}
+    else
+      Logger.warning("Some cycles failed to create: #{inspect(errors)}")
+      # Return partial failure with errors
+      # Note: When this error occurs, the transaction will be rolled back,
+      # so no cycles were actually persisted in the database
+      {:error, {:partial_failure, errors}}
+    end
+  end
+
+  defp handle_cycle_creation_result({:ok, cycle, notifications}, _cycle_start)
+       when is_list(notifications) do
+    {:ok, cycle, notifications}
+  end
+
+  defp handle_cycle_creation_result({:ok, cycle}, _cycle_start) do
+    {:ok, cycle, []}
+  end
+
+  defp handle_cycle_creation_result(
+         {:error,
+          %Ash.Error.Invalid{
+            errors: [
+              %Ash.Error.Changes.InvalidAttribute{
+                private_vars: %{constraint: constraint, constraint_type: :unique}
+              }
+            ]
+          }} = error,
+         cycle_start
+       ) do
+    # Cycle already exists (unique constraint violation) - skip it silently
+    # This makes the function idempotent and prevents errors on server restart
+    handle_unique_constraint_violation(constraint, cycle_start, error)
+  end
+
+  defp handle_cycle_creation_result({:error, reason}, cycle_start) do
+    {:error, {cycle_start, reason}}
+  end
+
+  defp handle_unique_constraint_violation(
+         "membership_fee_cycles_unique_cycle_per_member_index",
+         cycle_start,
+         _error
+       ) do
+    {:skip, cycle_start}
+  end
+
+  defp handle_unique_constraint_violation(_constraint, cycle_start, error) do
+    {:error, {cycle_start, error}}
+  end
+end

lib/mv_web/components/core_components.ex

@@ -95,9 +95,11 @@ defmodule MvWeb.CoreComponents do
       <.button>Send!</.button>
       <.button phx-click="go" variant="primary">Send!</.button>
       <.button navigate={~p"/"}>Home</.button>
+      <.button disabled={true}>Disabled</.button>
   """
   attr :rest, :global, include: ~w(href navigate patch method)
   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
@@ -105,14 +107,37 @@ defmodule MvWeb.CoreComponents do
     assigns = assign(assigns, :class, Map.fetch!(variants, assigns[:variant]))
 
     if rest[:href] || rest[:navigate] || rest[:patch] do
+      # For links, we can't use disabled attribute, so we use btn-disabled class
+      # DaisyUI's btn-disabled provides the same styling as :disabled on buttons
+      link_class =
+        if assigns[:disabled],
+          do: ["btn", assigns.class, "btn-disabled"],
+          else: ["btn", assigns.class]
+
+      # Prevent interaction when disabled
+      # Remove navigation attributes to prevent "Open in new tab", "Copy link" etc.
+      link_attrs =
+        if assigns[:disabled] do
+          rest
+          |> Map.drop([:href, :navigate, :patch])
+          |> Map.merge(%{tabindex: "-1", "aria-disabled": "true"})
+        else
+          rest
+        end
+
+      assigns =
+        assigns
+        |> assign(:link_class, link_class)
+        |> assign(:link_attrs, link_attrs)
+
       ~H"""
-      <.link class={["btn", @class]} {@rest}>
+      <.link class={@link_class} {@link_attrs}>
         {render_slot(@inner_block)}
       </.link>
       """
     else
       ~H"""
-      <button class={["btn", @class]} {@rest}>
+      <button class={["btn", @class]} disabled={@disabled} {@rest}>
         {render_slot(@inner_block)}
       </button>
       """
@@ -308,7 +333,8 @@ defmodule MvWeb.CoreComponents do
   attr :error_class, :string, default: nil, doc: "the input error class to use over defaults"
 
   attr :rest, :global,
-    include: ~w(accept autocomplete capture cols disabled form list max maxlength min minlength
+    include:
+      ~w(accept autocomplete aria-required capture cols disabled form list max maxlength min minlength
                 multiple pattern placeholder readonly required rows size step)
 
   def input(%{field: %Phoenix.HTML.FormField{} = field} = assigns) do
@@ -328,6 +354,24 @@ defmodule MvWeb.CoreComponents do
         Phoenix.HTML.Form.normalize_value("checkbox", assigns[:value])
       end)
 
+    # For checkboxes, we don't use HTML required attribute (means "must be checked")
+    # Instead, we use aria-required for screen readers (WCAG 2.1, Success Criterion 3.3.2)
+    # Extract required from rest and remove it, but keep aria-required if provided
+    rest = assigns.rest || %{}
+    is_required = Map.get(rest, :required, false)
+    aria_required = Map.get(rest, :aria_required, if(is_required, do: "true", else: nil))
+
+    # Remove required from rest (we don't want HTML required on checkbox)
+    rest_without_required = Map.delete(rest, :required)
+    # Ensure aria-required is set if field is required
+    rest_final =
+      if aria_required,
+        do: Map.put(rest_without_required, :aria_required, aria_required),
+        else: rest_without_required
+
+    assigns = assign(assigns, :rest, rest_final)
+    assigns = assign(assigns, :is_required, is_required)
+
     ~H"""
     <fieldset class="mb-2 fieldset">
       <label>
@@ -342,9 +386,9 @@ defmodule MvWeb.CoreComponents do
             class={@class || "checkbox checkbox-sm"}
             {@rest}
           />{@label}<span
-            :if={@rest[:required]}
+            :if={@is_required}
             class="text-red-700 tooltip tooltip-right"
-            data-tip={gettext("This field cannot be empty")}
+            data-tip={gettext("This field is required")}
           >*</span>
         </span>
       </label>

lib/mv_web/components/layouts.ex

@@ -36,12 +36,16 @@ defmodule MvWeb.Layouts do
     default: nil,
     doc: "the current [scope](https://hexdocs.pm/phoenix/scopes.html)"
 
+  attr :club_name, :string,
+    default: nil,
+    doc: "optional club name to pass to navbar"
+
   slot :inner_block, required: true
 
   def app(assigns) do
     ~H"""
     <%= if @current_user do %>
-      <.navbar current_user={@current_user} />
+      <.navbar current_user={@current_user} club_name={@club_name} />
     <% end %>
     <main class="px-4 py-20 sm:px-6 lg:px-16">
       <div class="mx-auto max-full space-y-4">

lib/mv_web/components/layouts/navbar.ex

@@ -12,15 +12,18 @@ defmodule MvWeb.Layouts.Navbar do
     required: true,
     doc: "The current user - navbar is only shown when user is present"
 
-  def navbar(assigns) do
-    club_name = get_club_name()
+  attr :club_name, :string,
+    default: nil,
+    doc: "Optional club name - if not provided, will be loaded from database"
 
+  def navbar(assigns) do
+    club_name = assigns[:club_name] || get_club_name()
     assigns = assign(assigns, :club_name, club_name)
 
     ~H"""
     <header class="navbar bg-base-100 shadow-sm">
       <div class="flex-1">
-        <a class="btn btn-ghost text-xl">{@club_name}</a>
+        <a href="/members" class="btn btn-ghost text-xl">{@club_name}</a>
         <ul class="menu menu-horizontal bg-base-200">
           <li><.link navigate="/members">{gettext("Members")}</.link></li>
           <li><.link navigate="/settings">{gettext("Settings")}</.link></li>
@@ -29,9 +32,13 @@ defmodule MvWeb.Layouts.Navbar do
             <details>
               <summary>{gettext("Contributions")}</summary>
               <ul class="bg-base-200 rounded-t-none p-2 z-10 w-48">
-                <li><.link navigate="/contribution_types">{gettext("Contribution Types")}</.link></li>
                 <li>
-                  <.link navigate="/contribution_settings">{gettext("Contribution Settings")}</.link>
+                  <.link navigate="/membership_fee_types">{gettext("Membership Fee Types")}</.link>
+                </li>
+                <li>
+                  <.link navigate="/membership_fee_settings">
+                    {gettext("Membership Fee Settings")}
+                  </.link>
                 </li>
               </ul>
             </details>

lib/mv_web/helpers/membership_fee_helpers.ex

@@ -0,0 +1,241 @@
+defmodule MvWeb.Helpers.MembershipFeeHelpers do
+  @moduledoc """
+  Helper functions for membership fee UI components.
+
+  Provides formatting and utility functions for displaying membership fee
+  information in LiveViews and templates.
+  """
+
+  use Gettext, backend: MvWeb.Gettext
+
+  alias Mv.MembershipFees.CalendarCycles
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.Membership.Member
+
+  @doc """
+  Formats a decimal amount as currency string.
+
+  ## Examples
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_currency(Decimal.new("60.00"))
+      "60,00 €"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_currency(Decimal.new("5.5"))
+      "5,50 €"
+  """
+  @spec format_currency(Decimal.t()) :: String.t()
+  def format_currency(%Decimal{} = amount) do
+    # Use German format: comma as decimal separator, always 2 decimal places
+    normalized = Decimal.round(amount, 2)
+    normalized_str = Decimal.to_string(normalized, :normal)
+
+    format_currency_parts(normalized_str)
+  end
+
+  # Formats currency string with comma as decimal separator
+  defp format_currency_parts(normalized_str) do
+    case String.split(normalized_str, ".") do
+      [int_part, dec_part] ->
+        format_with_decimal_part(int_part, dec_part)
+
+      [int_part] ->
+        "#{int_part},00 €"
+
+      _ ->
+        # Fallback for unexpected split results
+        "#{String.replace(normalized_str, ".", ",")} €"
+    end
+  end
+
+  # Formats currency with decimal part, ensuring exactly 2 decimal places
+  defp format_with_decimal_part(int_part, dec_part) do
+    dec_size = byte_size(dec_part)
+
+    formatted_dec =
+      cond do
+        dec_size == 1 -> "#{dec_part}0"
+        dec_size == 2 -> dec_part
+        dec_size > 2 -> String.slice(dec_part, 0, 2)
+        true -> "00"
+      end
+
+    "#{int_part},#{formatted_dec} €"
+  end
+
+  @doc """
+  Formats an interval atom as a translated string.
+
+  ## Examples
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_interval(:monthly)
+      "Monthly"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_interval(:yearly)
+      "Yearly"
+  """
+  @spec format_interval(:monthly | :quarterly | :half_yearly | :yearly) :: String.t()
+  def format_interval(:monthly), do: gettext("Monthly")
+  def format_interval(:quarterly), do: gettext("Quarterly")
+  def format_interval(:half_yearly), do: gettext("Half-yearly")
+  def format_interval(:yearly), do: gettext("Yearly")
+
+  @doc """
+  Formats a cycle date range as a string.
+
+  Calculates the cycle end date from cycle_start and interval, then formats
+  both dates in European format (dd.mm.yyyy).
+
+  ## Examples
+
+      iex> cycle_start = ~D[2024-01-01]
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_cycle_range(cycle_start, :yearly)
+      "01.01.2024 - 31.12.2024"
+
+      iex> cycle_start = ~D[2024-03-01]
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_cycle_range(cycle_start, :monthly)
+      "01.03.2024 - 31.03.2024"
+  """
+  @spec format_cycle_range(Date.t(), :monthly | :quarterly | :half_yearly | :yearly) :: String.t()
+  def format_cycle_range(cycle_start, interval) do
+    cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
+    start_str = format_date(cycle_start)
+    end_str = format_date(cycle_end)
+    "#{start_str} - #{end_str}"
+  end
+
+  @doc """
+  Gets the last completed cycle for a member.
+
+  Returns the cycle that was most recently completed (ended before today).
+  Returns `nil` if no completed cycles exist.
+
+  ## Parameters
+
+    - `member` - Member struct with loaded membership_fee_cycles and membership_fee_type
+    - `today` - Optional date to use as reference (defaults to today)
+
+  ## Returns
+
+    - `%MembershipFeeCycle{}` if found
+    - `nil` if no completed cycle exists
+
+  ## Examples
+
+      # Member with cycles from 2023 and 2024, today is 2025-01-15
+      iex> cycle = MvWeb.Helpers.MembershipFeeHelpers.get_last_completed_cycle(member)
+      # => %MembershipFeeCycle{cycle_start: ~D[2024-01-01], ...}
+  """
+  @spec get_last_completed_cycle(Member.t(), Date.t() | nil) :: MembershipFeeCycle.t() | nil
+  def get_last_completed_cycle(member, today \\ nil)
+
+  def get_last_completed_cycle(%Member{} = member, today) do
+    today = today || Date.utc_today()
+
+    case member.membership_fee_type do
+      nil ->
+        nil
+
+      fee_type ->
+        cycles = member.membership_fee_cycles || []
+
+        # Get all completed cycles (cycle_end < today)
+        completed_cycles =
+          cycles
+          |> Enum.filter(fn cycle ->
+            cycle_end = CalendarCycles.calculate_cycle_end(cycle.cycle_start, fee_type.interval)
+            Date.compare(today, cycle_end) == :gt
+          end)
+
+        # Return the most recent completed cycle (highest cycle_start)
+        completed_cycles
+        |> Enum.max_by(& &1.cycle_start, Date, fn -> nil end)
+    end
+  end
+
+  @doc """
+  Gets the current cycle for a member.
+
+  Returns the cycle that contains today's date.
+  Returns `nil` if no current cycle exists.
+
+  ## Parameters
+
+    - `member` - Member struct with loaded membership_fee_cycles and membership_fee_type
+    - `today` - Optional date to use as reference (defaults to today)
+
+  ## Returns
+
+    - `%MembershipFeeCycle{}` if found
+    - `nil` if no current cycle exists
+
+  ## Examples
+
+      # Member with cycles, today is 2024-06-15 (within Q2 2024)
+      iex> cycle = MvWeb.Helpers.MembershipFeeHelpers.get_current_cycle(member)
+      # => %MembershipFeeCycle{cycle_start: ~D[2024-04-01], ...}
+  """
+  @spec get_current_cycle(Member.t(), Date.t() | nil) :: MembershipFeeCycle.t() | nil
+  def get_current_cycle(member, today \\ nil)
+
+  def get_current_cycle(%Member{} = member, today) do
+    today = today || Date.utc_today()
+
+    case member.membership_fee_type do
+      nil ->
+        nil
+
+      fee_type ->
+        cycles = member.membership_fee_cycles || []
+
+        cycles
+        |> Enum.filter(fn cycle ->
+          CalendarCycles.current_cycle?(cycle.cycle_start, fee_type.interval, today)
+        end)
+        |> Enum.sort_by(& &1.cycle_start, {:desc, Date})
+        |> List.first()
+    end
+  end
+
+  @doc """
+  Gets the CSS color class for a status badge.
+
+  ## Examples
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_color(:paid)
+      "badge-success"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_color(:unpaid)
+      "badge-error"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_color(:suspended)
+      "badge-ghost"
+  """
+  @spec status_color(:paid | :unpaid | :suspended) :: String.t()
+  def status_color(:paid), do: "badge-success"
+  def status_color(:unpaid), do: "badge-error"
+  def status_color(:suspended), do: "badge-ghost"
+
+  @doc """
+  Gets the icon name for a status.
+
+  ## Examples
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_icon(:paid)
+      "hero-check-circle"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_icon(:unpaid)
+      "hero-x-circle"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_icon(:suspended)
+      "hero-pause-circle"
+  """
+  @spec status_icon(:paid | :unpaid | :suspended) :: String.t()
+  def status_icon(:paid), do: "hero-check-circle"
+  def status_icon(:unpaid), do: "hero-x-circle"
+  def status_icon(:suspended), do: "hero-pause-circle"
+
+  # Private helper function for date formatting
+  defp format_date(%Date{} = date) do
+    Calendar.strftime(date, "%d.%m.%Y")
+  end
+end

lib/mv_web/live/components/payment_filter_component.ex

@@ -2,11 +2,12 @@ defmodule MvWeb.Components.PaymentFilterComponent do
   @moduledoc """
   Provides the PaymentFilter Live-Component.
 
-  A dropdown filter for filtering members by payment status (paid/not paid/all).
+  A dropdown filter for filtering members by cycle payment status (paid/unpaid/all).
   Uses DaisyUI dropdown styling and sends filter changes to parent LiveView.
+  Filter is based on cycle status (last or current cycle, depending on cycle view toggle).
 
   ## Props
-  - `:paid_filter` - Current filter state: `nil` (all), `:paid`, or `:not_paid`
+  - `:cycle_status_filter` - Current filter state: `nil` (all), `:paid`, or `:unpaid`
   - `:id` - Component ID (required)
   - `:member_count` - Number of filtered members to display in badge (optional, default: 0)
 
@@ -25,7 +26,7 @@ defmodule MvWeb.Components.PaymentFilterComponent do
     socket =
       socket
       |> assign(:id, assigns.id)
-      |> assign(:paid_filter, assigns[:paid_filter])
+      |> assign(:cycle_status_filter, assigns[:cycle_status_filter])
       |> assign(:member_count, assigns[:member_count] || 0)
 
     {:ok, socket}
@@ -45,7 +46,7 @@ defmodule MvWeb.Components.PaymentFilterComponent do
         type="button"
         class={[
           "btn gap-2",
-          @paid_filter && "btn-active"
+          @cycle_status_filter && "btn-active"
         ]}
         phx-click="toggle_dropdown"
         phx-target={@myself}
@@ -54,8 +55,8 @@ defmodule MvWeb.Components.PaymentFilterComponent do
         aria-label={gettext("Filter by payment status")}
       >
         <.icon name="hero-funnel" class="h-5 w-5" />
-        <span class="hidden sm:inline">{filter_label(@paid_filter)}</span>
-        <span :if={@paid_filter} class="badge badge-primary badge-sm">{@member_count}</span>
+        <span class="hidden sm:inline">{filter_label(@cycle_status_filter)}</span>
+        <span :if={@cycle_status_filter} class="badge badge-primary badge-sm">{@member_count}</span>
       </button>
 
       <ul
@@ -70,8 +71,8 @@ defmodule MvWeb.Components.PaymentFilterComponent do
           <button
             type="button"
             role="menuitemradio"
-            aria-checked={to_string(@paid_filter == nil)}
-            class={@paid_filter == nil && "active"}
+            aria-checked={to_string(@cycle_status_filter == nil)}
+            class={@cycle_status_filter == nil && "active"}
             phx-click="select_filter"
             phx-value-filter=""
             phx-target={@myself}
@@ -84,8 +85,8 @@ defmodule MvWeb.Components.PaymentFilterComponent do
           <button
             type="button"
             role="menuitemradio"
-            aria-checked={to_string(@paid_filter == :paid)}
-            class={@paid_filter == :paid && "active"}
+            aria-checked={to_string(@cycle_status_filter == :paid)}
+            class={@cycle_status_filter == :paid && "active"}
             phx-click="select_filter"
             phx-value-filter="paid"
             phx-target={@myself}
@@ -98,14 +99,14 @@ defmodule MvWeb.Components.PaymentFilterComponent do
           <button
             type="button"
             role="menuitemradio"
-            aria-checked={to_string(@paid_filter == :not_paid)}
-            class={@paid_filter == :not_paid && "active"}
+            aria-checked={to_string(@cycle_status_filter == :unpaid)}
+            class={@cycle_status_filter == :unpaid && "active"}
             phx-click="select_filter"
-            phx-value-filter="not_paid"
+            phx-value-filter="unpaid"
             phx-target={@myself}
           >
             <.icon name="hero-x-circle" class="h-4 w-4 text-error" />
-            {gettext("Not paid")}
+            {gettext("Unpaid")}
           </button>
         </li>
       </ul>
@@ -136,11 +137,11 @@ defmodule MvWeb.Components.PaymentFilterComponent do
 
   # Parse filter string to atom
   defp parse_filter("paid"), do: :paid
-  defp parse_filter("not_paid"), do: :not_paid
+  defp parse_filter("unpaid"), do: :unpaid
   defp parse_filter(_), do: nil
 
   # Get display label for current filter
   defp filter_label(nil), do: gettext("All")
   defp filter_label(:paid), do: gettext("Paid")
-  defp filter_label(:not_paid), do: gettext("Not paid")
+  defp filter_label(:unpaid), do: gettext("Unpaid")
 end

lib/mv_web/live/contribution_period_live/show.ex

@@ -43,7 +43,7 @@ defmodule MvWeb.ContributionPeriodLive.Show do
           · {gettext("Member since")}: <span class="font-mono">{@member.joined_at}</span>
         </:subtitle>
         <:actions>
-          <.link navigate={~p"/contribution_settings"} class="btn btn-ghost btn-sm">
+          <.link navigate={~p"/membership_fee_settings"} class="btn btn-ghost btn-sm">
             <.icon name="hero-arrow-left" class="size-4" />
             {gettext("Back to Settings")}
           </.link>

lib/mv_web/live/contribution_settings_live.ex

@@ -1,277 +0,0 @@
-defmodule MvWeb.ContributionSettingsLive do
-  @moduledoc """
-  Mock-up LiveView for Contribution Settings (Admin).
-
-  This is a preview-only page that displays the planned UI for managing
-  global contribution settings. It shows static mock data and is not functional.
-
-  ## Planned Features (Future Implementation)
-  - Set default contribution type for new members
-  - Configure whether joining period is included in contributions
-  - Explanatory text with examples
-
-  ## Settings
-  - `default_contribution_type_id` - UUID of the default contribution type
-  - `include_joining_period` - Boolean whether to include joining period
-
-  ## Note
-  This page is intentionally non-functional and serves as a UI mockup
-  for the upcoming Membership Contributions feature.
-  """
-  use MvWeb, :live_view
-
-  @impl true
-  def mount(_params, _session, socket) do
-    {:ok,
-     socket
-     |> assign(:page_title, gettext("Contribution Settings"))
-     |> assign(:contribution_types, mock_contribution_types())
-     |> assign(:selected_type_id, "1")
-     |> assign(:include_joining_period, true)}
-  end
-
-  @impl true
-  def render(assigns) do
-    ~H"""
-    <Layouts.app flash={@flash} current_user={@current_user}>
-      <.mockup_warning />
-
-      <.header>
-        {gettext("Contribution Settings")}
-        <:subtitle>
-          {gettext("Configure global settings for membership contributions.")}
-        </:subtitle>
-      </.header>
-
-      <div class="grid gap-6 lg:grid-cols-2">
-        <%!-- Settings Form --%>
-        <div class="card bg-base-100 shadow-xl">
-          <div class="card-body">
-            <h2 class="card-title">
-              <.icon name="hero-cog-6-tooth" class="size-5" />
-              {gettext("Global Settings")}
-            </h2>
-
-            <form class="space-y-6">
-              <%!-- Default Contribution Type --%>
-              <fieldset class="fieldset">
-                <label class="label">
-                  <span class="label-text font-semibold">
-                    {gettext("Default Contribution Type")}
-                  </span>
-                </label>
-                <select class="select select-bordered w-full" disabled>
-                  <option :for={ct <- @contribution_types} selected={ct.id == @selected_type_id}>
-                    {ct.name} ({format_currency(ct.amount)}, {format_interval(ct.interval)})
-                  </option>
-                </select>
-                <p class="text-sm text-base-content/60 mt-2">
-                  {gettext(
-                    "This contribution type is automatically assigned to all new members. Can be changed individually per member."
-                  )}
-                </p>
-              </fieldset>
-
-              <%!-- Include Joining Period --%>
-              <fieldset class="fieldset">
-                <label class="label cursor-pointer justify-start gap-3">
-                  <input
-                    type="checkbox"
-                    class="checkbox checkbox-primary"
-                    checked={@include_joining_period}
-                    disabled
-                  />
-                  <span class="label-text font-semibold">
-                    {gettext("Include joining period")}
-                  </span>
-                </label>
-                <div class="ml-9 space-y-2">
-                  <p class="text-sm text-base-content/60">
-                    {gettext("When active: Members pay from the period of their joining.")}
-                  </p>
-                  <p class="text-sm text-base-content/60">
-                    {gettext("When inactive: Members pay from the next full period after joining.")}
-                  </p>
-                </div>
-              </fieldset>
-
-              <div class="divider"></div>
-
-              <button type="button" class="btn btn-primary w-full" disabled>
-                <.icon name="hero-check" class="size-5" />
-                {gettext("Save Settings")}
-              </button>
-            </form>
-          </div>
-        </div>
-
-        <%!-- Examples Card --%>
-        <div class="card bg-base-200">
-          <div class="card-body">
-            <h2 class="card-title">
-              <.icon name="hero-light-bulb" class="size-5" />
-              {gettext("Examples")}
-            </h2>
-
-            <.example_section
-              title={gettext("Yearly Interval - Joining Period Included")}
-              joining_date="15.03.2023"
-              include_joining={true}
-              start_date="01.01.2023"
-              periods={["2023", "2024", "2025"]}
-              note={gettext("Member pays for the year they joined")}
-            />
-
-            <div class="divider"></div>
-
-            <.example_section
-              title={gettext("Yearly Interval - Joining Period Excluded")}
-              joining_date="15.03.2023"
-              include_joining={false}
-              start_date="01.01.2024"
-              periods={["2024", "2025"]}
-              note={gettext("Member pays from the next full year")}
-            />
-
-            <div class="divider"></div>
-
-            <.example_section
-              title={gettext("Quarterly Interval - Joining Period Excluded")}
-              joining_date="15.05.2024"
-              include_joining={false}
-              start_date="01.07.2024"
-              periods={["Q3/2024", "Q4/2024", "Q1/2025"]}
-              note={gettext("Member pays from the next full quarter")}
-            />
-
-            <div class="divider"></div>
-
-            <.example_section
-              title={gettext("Monthly Interval - Joining Period Included")}
-              joining_date="15.03.2024"
-              include_joining={true}
-              start_date="01.03.2024"
-              periods={["03/2024", "04/2024", "05/2024", "..."]}
-              note={gettext("Member pays from the joining month")}
-            />
-          </div>
-        </div>
-      </div>
-
-      <.example_member_card />
-    </Layouts.app>
-    """
-  end
-
-  # Example member card with link to period view
-  defp example_member_card(assigns) do
-    ~H"""
-    <div class="card bg-base-100 shadow-xl mt-6">
-      <div class="card-body">
-        <h2 class="card-title">
-          <.icon name="hero-user" class="size-5" />
-          {gettext("Example: Member Contribution View")}
-        </h2>
-        <p class="text-base-content/70">
-          {gettext(
-            "See how the contribution periods will be displayed for an individual member. This example shows Maria Weber with multiple contribution periods."
-          )}
-        </p>
-        <div class="card-actions justify-end">
-          <.link navigate={~p"/contributions/member/example"} class="btn btn-primary btn-sm">
-            <.icon name="hero-eye" class="size-4" />
-            {gettext("View Example Member")}
-          </.link>
-        </div>
-      </div>
-    </div>
-    """
-  end
-
-  # Mock-up warning banner component - subtle orange style
-  defp mockup_warning(assigns) do
-    ~H"""
-    <div class="border border-warning text-warning bg-base-100 rounded-lg px-4 py-3 mb-6 flex items-center gap-3">
-      <.icon name="hero-exclamation-triangle" class="size-5 shrink-0" />
-      <div>
-        <span class="font-semibold">{gettext("Preview Mockup")}</span>
-        <span class="text-sm text-base-content/70 ml-2">
-          – {gettext("This page is not functional and only displays the planned features.")}
-        </span>
-      </div>
-    </div>
-    """
-  end
-
-  # Example section component
-  attr :title, :string, required: true
-  attr :joining_date, :string, required: true
-  attr :include_joining, :boolean, required: true
-  attr :start_date, :string, required: true
-  attr :periods, :list, required: true
-  attr :note, :string, required: true
-
-  defp example_section(assigns) do
-    ~H"""
-    <div class="space-y-2">
-      <h3 class="font-semibold text-sm">{@title}</h3>
-      <div class="bg-base-300 rounded-lg p-3 text-sm space-y-1">
-        <p>
-          <span class="text-base-content/60">{gettext("Joining date")}:</span>
-          <span class="font-mono">{@joining_date}</span>
-        </p>
-        <p>
-          <span class="text-base-content/60">{gettext("Contribution start")}:</span>
-          <span class="font-mono font-semibold text-primary">{@start_date}</span>
-        </p>
-        <p>
-          <span class="text-base-content/60">{gettext("Generated periods")}:</span>
-          <span class="font-mono">
-            {Enum.join(@periods, ", ")}
-          </span>
-        </p>
-      </div>
-      <p class="text-xs text-base-content/60 italic">→ {@note}</p>
-    </div>
-    """
-  end
-
-  # Mock data for demonstration
-  defp mock_contribution_types do
-    [
-      %{
-        id: "1",
-        name: gettext("Regular"),
-        amount: Decimal.new("60.00"),
-        interval: :yearly
-      },
-      %{
-        id: "2",
-        name: gettext("Reduced"),
-        amount: Decimal.new("30.00"),
-        interval: :yearly
-      },
-      %{
-        id: "3",
-        name: gettext("Student"),
-        amount: Decimal.new("5.00"),
-        interval: :monthly
-      },
-      %{
-        id: "4",
-        name: gettext("Family"),
-        amount: Decimal.new("25.00"),
-        interval: :quarterly
-      }
-    ]
-  end
-
-  defp format_currency(%Decimal{} = amount) do
-    "#{Decimal.to_string(amount)} €"
-  end
-
-  defp format_interval(:monthly), do: gettext("Monthly")
-  defp format_interval(:quarterly), do: gettext("Quarterly")
-  defp format_interval(:half_yearly), do: gettext("Half-yearly")
-  defp format_interval(:yearly), do: gettext("Yearly")
-end

lib/mv_web/live/custom_field_live/form_component.ex

@@ -6,7 +6,7 @@ defmodule MvWeb.CustomFieldLive.FormComponent do
   - Create new custom field definitions
   - Edit existing custom fields
   - Select value type from supported types
-  - Set immutable and required flags
+  - Set required flag
   - Real-time validation
 
   ## Props
@@ -50,10 +50,10 @@ defmodule MvWeb.CustomFieldLive.FormComponent do
             label={gettext("Value type")}
             options={
               Ash.Resource.Info.attribute(Mv.Membership.CustomField, :value_type).constraints[:one_of]
+              |> Enum.map(fn type -> {MvWeb.Translations.FieldTypes.label(type), type} end)
             }
           />
           <.input field={@form[:description]} type="text" label={gettext("Description")} />
-          <.input field={@form[:immutable]} type="checkbox" label={gettext("Immutable")} />
           <.input field={@form[:required]} type="checkbox" label={gettext("Required")} />
           <.input
             field={@form[:show_in_overview]}
@@ -66,7 +66,7 @@ defmodule MvWeb.CustomFieldLive.FormComponent do
               {gettext("Cancel")}
             </.button>
             <.button phx-disable-with={gettext("Saving...")} variant="primary">
-              {gettext("Save Custom field")}
+              {gettext("Save Custom Field")}
             </.button>
           </div>
         </.form>

lib/mv_web/live/custom_field_live/index_component.ex

@@ -5,7 +5,7 @@ defmodule MvWeb.CustomFieldLive.IndexComponent do
   ## Features
   - List all custom fields
   - Display type information (name, value type, description)
-  - Show immutable and required flags
+  - Show required flag
   - Create new custom fields
   - Edit existing custom fields
   - Delete custom fields with confirmation (cascades to all custom field values)
@@ -29,7 +29,7 @@ defmodule MvWeb.CustomFieldLive.IndexComponent do
             phx-click="new_custom_field"
             phx-target={@myself}
           >
-            <.icon name="hero-plus" /> {gettext("New Custom field")}
+            <.icon name="hero-plus" /> {gettext("New Custom Field")}
           </.button>
         </div>
       </div>

lib/mv_web/live/custom_field_value_live/form.ex

@@ -72,7 +72,7 @@ defmodule MvWeb.CustomFieldValueLive.Form do
         <% end %>
 
         <.button phx-disable-with={gettext("Saving...")} variant="primary">
-          {gettext("Save Custom field value")}
+          {gettext("Save Custom Field Value")}
         </.button>
         <.button navigate={return_path(@return_to, @custom_field_value)}>{gettext("Cancel")}</.button>
       </.form>

lib/mv_web/live/global_settings_live.ex

@@ -37,7 +37,7 @@ defmodule MvWeb.GlobalSettingsLive do
   @impl true
   def render(assigns) do
     ~H"""
-    <Layouts.app flash={@flash} current_user={@current_user}>
+    <Layouts.app flash={@flash} current_user={@current_user} club_name={@settings.club_name}>
       <.header>
         {gettext("Settings")}
         <:subtitle>
@@ -88,10 +88,13 @@ defmodule MvWeb.GlobalSettingsLive do
   @impl true
   def handle_event("save", %{"setting" => setting_params}, socket) do
     case AshPhoenix.Form.submit(socket.assigns.form, params: setting_params) do
-      {:ok, updated_settings} ->
+      {:ok, _updated_settings} ->
+        # Reload settings from database to ensure all dependent data is updated
+        {:ok, fresh_settings} = Membership.get_settings()
+
         socket =
           socket
-          |> assign(:settings, updated_settings)
+          |> assign(:settings, fresh_settings)
           |> put_flash(:info, gettext("Settings updated successfully"))
           |> assign_form()
 

lib/mv_web/live/member_live/form.ex

@@ -21,6 +21,10 @@ defmodule MvWeb.MemberLive.Form do
   """
   use MvWeb, :live_view
 
+  alias Mv.MembershipFees
+  alias Mv.MembershipFees.MembershipFeeType
+  alias MvWeb.Helpers.MembershipFeeHelpers
+
   @impl true
   def render(assigns) do
     # Sort custom fields by name for display only
@@ -144,6 +148,7 @@ defmodule MvWeb.MemberLive.Form do
                               field={value_form[:value]}
                               label={cf.name}
                               type={custom_field_input_type(cf.value_type)}
+                              required={cf.required}
                             />
                           </.inputs_for>
                           <input
@@ -161,42 +166,46 @@ defmodule MvWeb.MemberLive.Form do
           <% end %>
         </div>
 
-        <%!-- Payment Data Section (Mockup) --%>
+        <%!-- Membership Fee Section --%>
         <div class="max-w-xl">
-          <.form_section title={gettext("Payment Data")}>
-            <div role="alert" class="alert alert-info mb-4">
-              <.icon name="hero-information-circle" class="size-5" />
-              <span>{gettext("This data is for demonstration purposes only (mockup).")}</span>
-            </div>
-
-            <div class="flex gap-8">
-              <div class="w-24">
-                <label for="mock-contribution" class="label text-sm font-medium">
-                  {gettext("Contribution")}
+          <.form_section title={gettext("Membership Fee")}>
+            <div class="space-y-4">
+              <div>
+                <label class="label">
+                  <span class="label-text font-semibold">{gettext("Membership Fee Type")}</span>
                 </label>
-                <input
-                  type="text"
-                  id="mock-contribution"
-                  value="72 €"
-                  disabled
-                  class="input input-bordered w-full bg-base-200"
-                />
-              </div>
-              <div class="w-40">
-                <label class="label text-sm font-medium">{gettext("Payment Cycle")}</label>
-                <div class="flex gap-3 mt-2">
-                  <label class="flex items-center gap-1 cursor-not-allowed opacity-60">
-                    <input type="radio" name="mock_cycle" checked disabled class="radio radio-sm" />
-                    <span class="text-sm">{gettext("monthly")}</span>
-                  </label>
-                  <label class="flex items-center gap-1 cursor-not-allowed opacity-60">
-                    <input type="radio" name="mock_cycle" disabled class="radio radio-sm" />
-                    <span class="text-sm">{gettext("yearly")}</span>
-                  </label>
-                </div>
-              </div>
-              <div class="w-24 flex items-end">
-                <.input field={@form[:paid]} label={gettext("Paid")} type="checkbox" />
+                <select
+                  class="select select-bordered w-full"
+                  name={@form[:membership_fee_type_id].name}
+                  phx-change="validate_membership_fee_type"
+                  value={@form[:membership_fee_type_id].value || ""}
+                >
+                  <option value="">{gettext("None")}</option>
+                  <%= for fee_type <- @available_fee_types do %>
+                    <option
+                      value={fee_type.id}
+                      selected={fee_type.id == @form[:membership_fee_type_id].value}
+                    >
+                      {fee_type.name} ({MembershipFeeHelpers.format_currency(fee_type.amount)}, {MembershipFeeHelpers.format_interval(
+                        fee_type.interval
+                      )})
+                    </option>
+                  <% end %>
+                </select>
+                <%= for {msg, _opts} <- @form.errors[:membership_fee_type_id] || [] do %>
+                  <p class="text-error text-sm mt-1">{msg}</p>
+                <% end %>
+                <%= if @interval_warning do %>
+                  <div class="alert alert-warning mt-2">
+                    <.icon name="hero-exclamation-triangle" class="size-5" />
+                    <span>{@interval_warning}</span>
+                  </div>
+                <% end %>
+                <p class="text-sm text-base-content/60 mt-2">
+                  {gettext(
+                    "Select a membership fee type for this member. Members can only switch between types with the same interval."
+                  )}
+                </p>
               </div>
             </div>
           </.form_section>
@@ -235,12 +244,15 @@ defmodule MvWeb.MemberLive.Form do
     member =
       case params["id"] do
         nil -> nil
-        id -> Ash.get!(Mv.Membership.Member, id)
+        id -> Ash.get!(Mv.Membership.Member, id, load: [:membership_fee_type])
       end
 
     page_title =
       if is_nil(member), do: gettext("Create Member"), else: gettext("Edit Member")
 
+    # Load available membership fee types
+    available_fee_types = load_available_fee_types(member)
+
     {:ok,
      socket
      |> assign(:return_to, return_to(params["return_to"]))
@@ -248,6 +260,8 @@ defmodule MvWeb.MemberLive.Form do
      |> assign(:initial_custom_field_values, initial_custom_field_values)
      |> assign(member: member)
      |> assign(:page_title, page_title)
+     |> assign(:available_fee_types, available_fee_types)
+     |> assign(:interval_warning, nil)
      |> assign_form()}
   end
 
@@ -256,7 +270,21 @@ defmodule MvWeb.MemberLive.Form do
 
   @impl true
   def handle_event("validate", %{"member" => member_params}, socket) do
-    {:noreply, assign(socket, form: AshPhoenix.Form.validate(socket.assigns.form, member_params))}
+    validated_form = AshPhoenix.Form.validate(socket.assigns.form, member_params)
+
+    # Check for interval mismatch if membership_fee_type_id changed
+    socket = check_interval_change(socket, member_params)
+
+    {:noreply, assign(socket, form: validated_form)}
+  end
+
+  def handle_event(
+        "validate_membership_fee_type",
+        %{"member" => %{"membership_fee_type_id" => fee_type_id}},
+        socket
+      ) do
+    # Same validation as above, but triggered by select change
+    handle_event("validate", %{"member" => %{"membership_fee_type_id" => fee_type_id}}, socket)
   end
 
   def handle_event("save", %{"member" => member_params}, socket) do
@@ -348,6 +376,77 @@ defmodule MvWeb.MemberLive.Form do
   defp return_path("show", nil), do: ~p"/members"
   defp return_path("show", member), do: ~p"/members/#{member.id}"
 
+  # -----------------------------------------------------------------
+  # Helper Functions
+  # -----------------------------------------------------------------
+
+  defp load_available_fee_types(member) do
+    all_types =
+      MembershipFeeType
+      |> Ash.Query.sort(name: :asc)
+      |> Ash.read!(domain: MembershipFees)
+
+    # If member has a fee type, filter to same interval
+    if member && member.membership_fee_type do
+      Enum.filter(all_types, fn type ->
+        type.interval == member.membership_fee_type.interval
+      end)
+    else
+      all_types
+    end
+  end
+
+  # Checks if membership fee type interval changed and updates socket assigns
+  defp check_interval_change(socket, member_params) do
+    if Map.has_key?(member_params, "membership_fee_type_id") &&
+         socket.assigns.member &&
+         socket.assigns.member.membership_fee_type do
+      handle_interval_change(socket, member_params["membership_fee_type_id"])
+    else
+      socket
+    end
+  end
+
+  # Handles interval change validation
+  defp handle_interval_change(socket, new_fee_type_id) do
+    if new_fee_type_id != "" &&
+         new_fee_type_id != socket.assigns.member.membership_fee_type_id do
+      validate_interval_match(socket, new_fee_type_id)
+    else
+      assign(socket, :interval_warning, nil)
+    end
+  end
+
+  # Validates that new fee type has same interval as current
+  defp validate_interval_match(socket, new_fee_type_id) do
+    new_fee_type = find_fee_type(socket.assigns.available_fee_types, new_fee_type_id)
+
+    if new_fee_type &&
+         new_fee_type.interval != socket.assigns.member.membership_fee_type.interval do
+      show_interval_warning(socket, new_fee_type)
+    else
+      assign(socket, :interval_warning, nil)
+    end
+  end
+
+  # Shows interval mismatch warning
+  defp show_interval_warning(socket, new_fee_type) do
+    assign(
+      socket,
+      :interval_warning,
+      gettext(
+        "Warning: Changing from %{old_interval} to %{new_interval} is not allowed. Please select a membership fee type with the same interval.",
+        old_interval:
+          MembershipFeeHelpers.format_interval(socket.assigns.member.membership_fee_type.interval),
+        new_interval: MembershipFeeHelpers.format_interval(new_fee_type.interval)
+      )
+    )
+  end
+
+  defp find_fee_type(fee_types, fee_type_id) do
+    Enum.find(fee_types, &(&1.id == fee_type_id))
+  end
+
   # -----------------------------------------------------------------
   # Helper Functions for Custom Fields
   # -----------------------------------------------------------------

lib/mv_web/live/member_live/index.ex

@@ -35,6 +35,7 @@ defmodule MvWeb.MemberLive.Index do
   alias MvWeb.Helpers.DateFormatter
   alias MvWeb.MemberLive.Index.FieldSelection
   alias MvWeb.MemberLive.Index.FieldVisibility
+  alias MvWeb.MemberLive.Index.MembershipFeeStatus
 
   # Prefix used in sort field names for custom fields (e.g., "custom_field_<id>")
   @custom_field_prefix Mv.Constants.custom_field_prefix()
@@ -97,7 +98,7 @@ defmodule MvWeb.MemberLive.Index do
       |> assign(:query, "")
       |> assign_new(:sort_field, fn -> :first_name end)
       |> assign_new(:sort_order, fn -> :asc end)
-      |> assign(:paid_filter, nil)
+      |> assign(:cycle_status_filter, nil)
       |> assign(:selected_members, MapSet.new())
       |> assign(:settings, settings)
       |> assign(:custom_fields_visible, custom_fields_visible)
@@ -108,6 +109,8 @@ defmodule MvWeb.MemberLive.Index do
         :member_fields_visible,
         FieldVisibility.get_visible_member_fields(initial_selection)
       )
+      |> assign(:show_current_cycle, false)
+      |> assign(:membership_fee_status_filter, nil)
 
     # We call handle params to use the query from the URL
     {:ok, socket}
@@ -145,7 +148,10 @@ defmodule MvWeb.MemberLive.Index do
         MapSet.put(socket.assigns.selected_members, id)
       end
 
-    {:noreply, assign(socket, :selected_members, selected)}
+    {:noreply,
+     socket
+     |> assign(:selected_members, selected)
+     |> update_selection_assigns()}
   end
 
   @impl true
@@ -159,7 +165,35 @@ defmodule MvWeb.MemberLive.Index do
         all_ids
       end
 
-    {:noreply, assign(socket, :selected_members, selected)}
+    {:noreply,
+     socket
+     |> assign(:selected_members, selected)
+     |> update_selection_assigns()}
+  end
+
+  @impl true
+  def handle_event("toggle_cycle_view", _params, socket) do
+    new_show_current = !socket.assigns.show_current_cycle
+
+    socket =
+      socket
+      |> assign(:show_current_cycle, new_show_current)
+      |> load_members()
+      |> update_selection_assigns()
+
+    # Update URL to reflect cycle view change
+    query_params =
+      build_query_params(
+        socket.assigns.query,
+        socket.assigns.sort_field,
+        socket.assigns.sort_order,
+        socket.assigns.cycle_status_filter,
+        new_show_current
+      )
+
+    new_path = ~p"/members?#{query_params}"
+
+    {:noreply, push_patch(socket, to: new_path, replace: true)}
   end
 
   @impl true
@@ -238,13 +272,20 @@ defmodule MvWeb.MemberLive.Index do
       socket
       |> assign(:query, q)
       |> load_members()
+      |> update_selection_assigns()
 
     existing_field_query = socket.assigns.sort_field
     existing_sort_query = socket.assigns.sort_order
 
     # Build the URL with queries
     query_params =
-      build_query_params(q, existing_field_query, existing_sort_query, socket.assigns.paid_filter)
+      build_query_params(
+        q,
+        existing_field_query,
+        existing_sort_query,
+        socket.assigns.cycle_status_filter,
+        socket.assigns.show_current_cycle
+      )
 
     # Set the new path with params
     new_path = ~p"/members?#{query_params}"
@@ -261,8 +302,9 @@ defmodule MvWeb.MemberLive.Index do
   def handle_info({:payment_filter_changed, filter}, socket) do
     socket =
       socket
-      |> assign(:paid_filter, filter)
+      |> assign(:cycle_status_filter, filter)
       |> load_members()
+      |> update_selection_assigns()
 
     # Build the URL with all params including new filter
     query_params =
@@ -270,7 +312,8 @@ defmodule MvWeb.MemberLive.Index do
         socket.assigns.query,
         socket.assigns.sort_field,
         socket.assigns.sort_order,
-        filter
+        filter,
+        socket.assigns.show_current_cycle
       )
 
     new_path = ~p"/members?#{query_params}"
@@ -309,6 +352,7 @@ defmodule MvWeb.MemberLive.Index do
       |> assign(:visible_custom_field_ids, extract_custom_field_ids(visible_custom_fields))
       |> load_members()
       |> prepare_dynamic_cols()
+      |> update_selection_assigns()
       |> push_field_selection_url()
 
     {:noreply, socket}
@@ -338,6 +382,7 @@ defmodule MvWeb.MemberLive.Index do
       |> assign(:visible_custom_field_ids, extract_custom_field_ids(visible_custom_fields))
       |> load_members()
       |> prepare_dynamic_cols()
+      |> update_selection_assigns()
       |> push_field_selection_url()
 
     {:noreply, socket}
@@ -382,13 +427,15 @@ defmodule MvWeb.MemberLive.Index do
       socket
       |> maybe_update_search(params)
       |> maybe_update_sort(params)
-      |> maybe_update_paid_filter(params)
+      |> maybe_update_cycle_status_filter(params)
+      |> maybe_update_show_current_cycle(params)
       |> assign(:query, params["query"])
       |> assign(:user_field_selection, final_selection)
       |> assign(:member_fields_visible, visible_member_fields)
       |> assign(:visible_custom_field_ids, extract_custom_field_ids(visible_custom_fields))
       |> load_members()
       |> prepare_dynamic_cols()
+      |> update_selection_assigns()
 
     {:noreply, socket}
   end
@@ -490,7 +537,8 @@ defmodule MvWeb.MemberLive.Index do
         socket.assigns.query,
         field_str,
         Atom.to_string(order),
-        socket.assigns.paid_filter
+        socket.assigns.cycle_status_filter,
+        socket.assigns.show_current_cycle
       )
 
     new_path = ~p"/members?#{query_params}"
@@ -502,16 +550,6 @@ defmodule MvWeb.MemberLive.Index do
      )}
   end
 
-  # Builds query parameters including field selection
-  defp build_query_params(socket, base_params) do
-    # Use query from base_params if provided, otherwise fall back to socket.assigns.query
-    query_value = Map.get(base_params, "query") || socket.assigns.query || ""
-
-    base_params
-    |> Map.put("query", query_value)
-    |> maybe_add_field_selection(socket.assigns[:user_field_selection])
-  end
-
   # Adds field selection to query params if present
   defp maybe_add_field_selection(params, nil), do: params
 
@@ -524,29 +562,21 @@ defmodule MvWeb.MemberLive.Index do
 
   # Pushes URL with updated field selection
   defp push_field_selection_url(socket) do
-    base_params = %{
-      "sort_field" => field_to_string(socket.assigns.sort_field),
-      "sort_order" => Atom.to_string(socket.assigns.sort_order)
-    }
+    query_params =
+      build_query_params(
+        socket.assigns.query,
+        socket.assigns.sort_field,
+        socket.assigns.sort_order,
+        socket.assigns.cycle_status_filter,
+        socket.assigns.show_current_cycle
+      )
+      |> maybe_add_field_selection(socket.assigns[:user_field_selection])
 
-    # Include paid_filter if set
-    base_params =
-      case socket.assigns.paid_filter do
-        nil -> base_params
-        :paid -> Map.put(base_params, "paid_filter", "paid")
-        :not_paid -> Map.put(base_params, "paid_filter", "not_paid")
-      end
-
-    query_params = build_query_params(socket, base_params)
     new_path = ~p"/members?#{query_params}"
 
     push_patch(socket, to: new_path, replace: true)
   end
 
-  # Converts field to string
-  defp field_to_string(field) when is_atom(field), do: Atom.to_string(field)
-  defp field_to_string(field) when is_binary(field), do: field
-
   # Updates session field selection (stored in socket for now, actual session update via controller)
   defp update_session_field_selection(socket, selection) do
     # Store in socket for now - actual session persistence would require a controller
@@ -555,8 +585,14 @@ defmodule MvWeb.MemberLive.Index do
   end
 
   # Builds URL query parameters map including all filter/sort state.
-  # Converts paid_filter atom to string for URL.
-  defp build_query_params(query, sort_field, sort_order, paid_filter) do
+  # Converts cycle_status_filter atom to string for URL.
+  defp build_query_params(
+         query,
+         sort_field,
+         sort_order,
+         cycle_status_filter,
+         show_current_cycle
+       ) do
     field_str =
       if is_atom(sort_field) do
         Atom.to_string(sort_field)
@@ -577,11 +613,19 @@ defmodule MvWeb.MemberLive.Index do
       "sort_order" => order_str
     }
 
-    # Only add paid_filter to URL if it's set
-    case paid_filter do
-      nil -> base_params
-      :paid -> Map.put(base_params, "paid_filter", "paid")
-      :not_paid -> Map.put(base_params, "paid_filter", "not_paid")
+    # Only add cycle_status_filter to URL if it's set
+    base_params =
+      case cycle_status_filter do
+        nil -> base_params
+        :paid -> Map.put(base_params, "cycle_status_filter", "paid")
+        :unpaid -> Map.put(base_params, "cycle_status_filter", "unpaid")
+      end
+
+    # Add show_current_cycle if true
+    if show_current_cycle do
+      Map.put(base_params, "show_current_cycle", "true")
+    else
+      base_params
     end
   end
 
@@ -616,12 +660,12 @@ defmodule MvWeb.MemberLive.Index do
     visible_custom_field_ids = socket.assigns[:visible_custom_field_ids] || []
     query = load_custom_field_values(query, visible_custom_field_ids)
 
+    # Load membership fee cycles for status display
+    query = MembershipFeeStatus.load_cycles_for_members(query, socket.assigns.show_current_cycle)
+
     # Apply the search filter first
     query = apply_search_filter(query, search_query)
 
-    # Apply payment status filter
-    query = apply_paid_filter(query, socket.assigns.paid_filter)
-
     # Apply sorting based on current socket state
     # For custom fields, we sort after loading
     {query, sort_after_load} =
@@ -639,6 +683,14 @@ defmodule MvWeb.MemberLive.Index do
     # Custom field values are already filtered at the database level in load_custom_field_values/2
     # No need for in-memory filtering anymore
 
+    # Apply cycle status filter if set
+    members =
+      apply_cycle_status_filter(
+        members,
+        socket.assigns.cycle_status_filter,
+        socket.assigns.show_current_cycle
+      )
+
     # Sort in memory if needed (for custom fields)
     members =
       if sort_after_load do
@@ -668,7 +720,7 @@ defmodule MvWeb.MemberLive.Index do
     query
   end
 
-  defp load_custom_field_values(query, custom_field_ids) when length(custom_field_ids) > 0 do
+  defp load_custom_field_values(query, custom_field_ids) do
     # Filter custom field values at the database level using Ash relationship query
     # This ensures only visible custom field values are loaded
     custom_field_values_query =
@@ -696,22 +748,17 @@ defmodule MvWeb.MemberLive.Index do
     end
   end
 
-  # Applies payment status filter to the query.
+  # Applies cycle status filter to members list.
   #
   # Filter values:
   # - nil: No filter, return all members
-  # - :paid: Only members with paid == true
-  # - :not_paid: Members with paid == false or paid == nil (not paid)
-  defp apply_paid_filter(query, nil), do: query
+  # - :paid: Only members with paid status in the selected cycle (last or current)
+  # - :unpaid: Only members with unpaid status in the selected cycle (last or current)
+  defp apply_cycle_status_filter(members, nil, _show_current), do: members
 
-  defp apply_paid_filter(query, :paid) do
-    Ash.Query.filter(query, expr(paid == true))
-  end
-
-  defp apply_paid_filter(query, :not_paid) do
-    # Include both false and nil as "not paid"
-    # Note: paid != true doesn't work correctly with NULL values in SQL
-    Ash.Query.filter(query, expr(paid == false or is_nil(paid)))
+  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
 
   # Functions to toggle sorting order
@@ -745,7 +792,7 @@ defmodule MvWeb.MemberLive.Index do
   defp valid_sort_field?(field) when is_atom(field) do
     # All member fields are sortable, but we exclude some that don't make sense
     # :id is not in member_fields, but we don't want to sort by it anyway
-    non_sortable_fields = [:notes, :paid]
+    non_sortable_fields = [:notes]
     valid_fields = Mv.Constants.member_fields() -- non_sortable_fields
 
     field in valid_fields or custom_field_sort?(field)
@@ -1016,28 +1063,36 @@ defmodule MvWeb.MemberLive.Index do
     socket
   end
 
-  # Updates paid filter from URL parameters if present.
+  # Updates cycle status filter from URL parameters if present.
   #
   # Validates the filter value, falling back to nil (no filter) if invalid.
-  defp maybe_update_paid_filter(socket, %{"paid_filter" => filter_str}) do
-    filter = determine_paid_filter(filter_str)
-    assign(socket, :paid_filter, filter)
+  defp maybe_update_cycle_status_filter(socket, %{"cycle_status_filter" => filter_str}) do
+    filter = determine_cycle_status_filter(filter_str)
+    assign(socket, :cycle_status_filter, filter)
   end
 
-  defp maybe_update_paid_filter(socket, _params) do
+  defp maybe_update_cycle_status_filter(socket, _params) do
     # Reset filter if not in URL params
-    assign(socket, :paid_filter, nil)
+    assign(socket, :cycle_status_filter, nil)
   end
 
-  # Determines valid paid filter from URL parameter.
+  # Determines valid cycle status filter from URL parameter.
   #
-  # SECURITY: This function whitelists allowed filter values. Only "paid" and "not_paid"
+  # SECURITY: This function whitelists allowed filter values. Only "paid" and "unpaid"
   # are accepted - all other input (including malicious strings) falls back to nil.
-  # This ensures no raw user input is ever passed to Ash.Query.filter/2, following
-  # Ash's security recommendation to never pass untrusted input directly to filters.
-  defp determine_paid_filter("paid"), do: :paid
-  defp determine_paid_filter("not_paid"), do: :not_paid
-  defp determine_paid_filter(_), do: nil
+  # This ensures no raw user input is ever passed to filter functions.
+  defp determine_cycle_status_filter("paid"), do: :paid
+  defp determine_cycle_status_filter("unpaid"), do: :unpaid
+  defp determine_cycle_status_filter(_), do: nil
+
+  # Updates show_current_cycle from URL parameters if present.
+  defp maybe_update_show_current_cycle(socket, %{"show_current_cycle" => "true"}) do
+    assign(socket, :show_current_cycle, true)
+  end
+
+  defp maybe_update_show_current_cycle(socket, _params) do
+    socket
+  end
 
   # -------------------------------------------------------------
   # Helper Functions for Custom Field Values
@@ -1112,4 +1167,34 @@ defmodule MvWeb.MemberLive.Index do
 
   # Public helper function to format dates for use in templates
   def format_date(date), do: DateFormatter.format_date(date)
+
+  # Updates selection-related assigns (selected_count, any_selected?, mailto_bcc)
+  # to avoid recalculating Enum.any? and Enum.count multiple times in templates.
+  #
+  # Note: Mailto URLs have length limits that vary by email client.
+  # For large selections, consider using export functionality instead.
+  defp update_selection_assigns(socket) do
+    members = socket.assigns.members
+    selected_members = socket.assigns.selected_members
+
+    selected_count =
+      Enum.count(members, &MapSet.member?(selected_members, &1.id))
+
+    any_selected? =
+      Enum.any?(members, &MapSet.member?(selected_members, &1.id))
+
+    mailto_bcc =
+      if any_selected? do
+        format_selected_member_emails(members, selected_members)
+        |> Enum.join(", ")
+        |> URI.encode_www_form()
+      else
+        ""
+      end
+
+    socket
+    |> assign(:selected_count, selected_count)
+    |> assign(:any_selected?, any_selected?)
+    |> assign(:mailto_bcc, mailto_bcc)
+  end
 end

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

@@ -3,23 +3,21 @@
     {gettext("Members")}
     <:actions>
       <.button
-        :if={Enum.any?(@members, &MapSet.member?(@selected_members, &1.id))}
+        class="secondary"
         id="copy-emails-btn"
         phx-hook="CopyToClipboard"
         phx-click="copy_emails"
+        disabled={not @any_selected?}
         aria-label={gettext("Copy email addresses of selected members")}
       >
         <.icon name="hero-clipboard-document" />
-        {gettext("Copy emails")} ({Enum.count(@members, &MapSet.member?(@selected_members, &1.id))})
+        {gettext("Copy email addresses")} ({@selected_count})
       </.button>
       <.button
-        :if={Enum.any?(@members, &MapSet.member?(@selected_members, &1.id))}
-        href={
-          "mailto:?bcc=" <>
-          (MvWeb.MemberLive.Index.format_selected_member_emails(@members, @selected_members)
-           |> Enum.join(", ")
-           |> URI.encode())
-        }
+        class="secondary"
+        id="open-email-btn"
+        href={"mailto:?bcc=" <> @mailto_bcc}
+        disabled={not @any_selected?}
         aria-label={gettext("Open email program with BCC recipients")}
       >
         <.icon name="hero-envelope" />
@@ -41,9 +39,37 @@
     <.live_component
       module={MvWeb.Components.PaymentFilterComponent}
       id="payment-filter"
-      paid_filter={@paid_filter}
+      cycle_status_filter={@cycle_status_filter}
       member_count={length(@members)}
     />
+    <button
+      type="button"
+      phx-click="toggle_cycle_view"
+      class={[
+        "btn gap-2",
+        @show_current_cycle && "btn-active"
+      ]}
+      aria-label={
+        if(@show_current_cycle,
+          do: gettext("Current Cycle Payment Status"),
+          else: gettext("Last Cycle Payment Status")
+        )
+      }
+      title={
+        if(@show_current_cycle,
+          do: gettext("Current Cycle Payment Status"),
+          else: gettext("Last Cycle Payment Status")
+        )
+      }
+    >
+      <.icon name="hero-arrow-path" class="h-5 w-5" />
+      <span class="hidden sm:inline">
+        {if(@show_current_cycle,
+          do: gettext("Current Cycle Payment Status"),
+          else: gettext("Last Cycle Payment Status")
+        )}
+      </span>
+    </button>
     <.live_component
       module={MvWeb.Components.FieldVisibilityDropdownComponent}
       id="field-visibility-dropdown"
@@ -249,13 +275,20 @@
     >
       {MvWeb.MemberLive.Index.format_date(member.join_date)}
     </:col>
-    <:col :let={member} :if={:paid in @member_fields_visible} label={gettext("Paid")}>
-      <span class={[
-        "badge",
-        if(member.paid == true, do: "badge-success", else: "badge-error")
-      ]}>
-        {if member.paid == true, do: gettext("Yes"), else: gettext("No")}
-      </span>
+    <:col
+      :let={member}
+      label={gettext("Membership Fee Status")}
+    >
+      <%= if badge = MvWeb.MemberLive.Index.MembershipFeeStatus.format_cycle_status_badge(
+        MvWeb.MemberLive.Index.MembershipFeeStatus.get_cycle_status_for_member(member, @show_current_cycle)
+      ) do %>
+        <span class={["badge", badge.color]}>
+          <.icon name={badge.icon} class="size-4" />
+          {badge.label}
+        </span>
+      <% else %>
+        <span class="badge badge-ghost">{gettext("No cycle")}</span>
+      <% end %>
     </:col>
     <:action :let={member}>
       <div class="sr-only">

lib/mv_web/live/member_live/show.ex

@@ -21,6 +21,8 @@ defmodule MvWeb.MemberLive.Show do
   use MvWeb, :live_view
   import Ash.Query
 
+  alias MvWeb.Helpers.MembershipFeeHelpers
+
   @impl true
   def render(assigns) do
     ~H"""
@@ -43,156 +45,243 @@ defmodule MvWeb.MemberLive.Show do
 
       <%!-- Tab Navigation --%>
       <div role="tablist" class="tabs tabs-bordered mb-6">
-        <button role="tab" class="tab tab-active" aria-selected="true">
+        <button
+          role="tab"
+          class={[
+            "tab",
+            if(@active_tab == :contact, do: "tab-active", else: "!text-gray-800")
+          ]}
+          aria-selected={@active_tab == :contact}
+          phx-click="switch_tab"
+          phx-value-tab="contact"
+        >
           <.icon name="hero-identification" class="size-4 mr-2" />
           {gettext("Contact Data")}
         </button>
-        <button role="tab" class="tab" disabled aria-disabled="true" title={gettext("Coming soon")}>
+        <button
+          role="tab"
+          class={[
+            "tab",
+            if(@active_tab == :membership_fees, do: "tab-active", else: "!text-gray-800")
+          ]}
+          aria-selected={@active_tab == :membership_fees}
+          phx-click="switch_tab"
+          phx-value-tab="membership_fees"
+        >
           <.icon name="hero-credit-card" class="size-4 mr-2" />
-          {gettext("Payments")}
+          {gettext("Membership Fees")}
         </button>
       </div>
 
-      <%!-- Personal Data and Custom Fields Row --%>
-      <div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-6">
-        <%!-- Personal Data Section --%>
-        <div>
-          <.section_box title={gettext("Personal Data")}>
-            <div class="space-y-4">
-              <%!-- Name Row --%>
-              <div class="flex gap-6">
-                <.data_field label={gettext("First Name")} value={@member.first_name} class="w-48" />
-                <.data_field label={gettext("Last Name")} value={@member.last_name} class="w-48" />
-              </div>
+      <%= if @active_tab == :contact do %>
+        <%!-- Contact Data Tab Content --%>
+        <%!-- Personal Data and Custom Fields Row --%>
+        <div class="grid grid-cols-1 lg:grid-cols-2 gap-6 mb-6">
+          <%!-- Personal Data Section --%>
+          <div>
+            <.section_box title={gettext("Personal Data")}>
+              <div class="space-y-4">
+                <%!-- Name Row --%>
+                <div class="flex gap-6">
+                  <.data_field label={gettext("First Name")} value={@member.first_name} class="w-48" />
+                  <.data_field label={gettext("Last Name")} value={@member.last_name} class="w-48" />
+                </div>
 
-              <%!-- Address --%>
-              <div>
-                <.data_field label={gettext("Address")} value={format_address(@member)} />
-              </div>
-
-              <%!-- Email --%>
-              <div>
-                <.data_field label={gettext("Email")}>
-                  <a
-                    href={"mailto:#{MvWeb.MemberLive.Index.format_member_email(@member)}"}
-                    class="text-blue-700 hover:text-blue-800 underline"
-                  >
-                    {@member.email}
-                  </a>
-                </.data_field>
-              </div>
-
-              <%!-- Phone --%>
-              <div>
-                <.data_field label={gettext("Phone")} value={@member.phone_number} />
-              </div>
-
-              <%!-- Membership Dates Row --%>
-              <div class="flex gap-6">
-                <.data_field
-                  label={gettext("Join Date")}
-                  value={format_date(@member.join_date)}
-                  class="w-28"
-                />
-                <.data_field
-                  label={gettext("Exit Date")}
-                  value={format_date(@member.exit_date)}
-                  class="w-28"
-                />
-              </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>
-
-              <%!-- Notes --%>
-              <%= if @member.notes && String.trim(@member.notes) != "" do %>
+                <%!-- Address --%>
                 <div>
-                  <.data_field label={gettext("Notes")}>
-                    <p class="whitespace-pre-wrap text-base-content/80">{@member.notes}</p>
+                  <.data_field label={gettext("Address")} value={format_address(@member)} />
+                </div>
+
+                <%!-- Email --%>
+                <div>
+                  <.data_field label={gettext("Email")}>
+                    <a
+                      href={"mailto:#{MvWeb.MemberLive.Index.format_member_email(@member)}"}
+                      class="text-blue-700 hover:text-blue-800 underline"
+                    >
+                      {@member.email}
+                    </a>
                   </.data_field>
                 </div>
-              <% end %>
-            </div>
-          </.section_box>
-        </div>
 
-        <%!-- Custom Fields Section --%>
-        <%= if Enum.any?(@member.custom_field_values) do %>
-          <div>
-            <.section_box title={gettext("Custom Fields")}>
-              <div class="grid grid-cols-2 gap-4">
-                <%= for cfv <- sort_custom_field_values(@member.custom_field_values) do %>
-                  <% custom_field = cfv.custom_field %>
-                  <% value_type = custom_field && custom_field.value_type %>
-                  <.data_field label={custom_field && custom_field.name}>
-                    {format_custom_field_value(cfv.value, value_type)}
+                <%!-- Phone --%>
+                <div>
+                  <.data_field label={gettext("Phone")} value={@member.phone_number} />
+                </div>
+
+                <%!-- Membership Dates Row --%>
+                <div class="flex gap-6">
+                  <.data_field
+                    label={gettext("Join Date")}
+                    value={format_date(@member.join_date)}
+                    class="w-28"
+                  />
+                  <.data_field
+                    label={gettext("Exit Date")}
+                    value={format_date(@member.exit_date)}
+                    class="w-28"
+                  />
+                </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>
+
+                <%!-- Notes --%>
+                <%= if @member.notes && String.trim(@member.notes) != "" do %>
+                  <div>
+                    <.data_field label={gettext("Notes")}>
+                      <p class="whitespace-pre-wrap text-base-content/80">{@member.notes}</p>
+                    </.data_field>
+                  </div>
                 <% end %>
               </div>
             </.section_box>
           </div>
-        <% end %>
-      </div>
 
-      <%!-- Payment Data Section (Mockup) --%>
-      <div class="max-w-xl">
-        <.section_box title={gettext("Payment Data")}>
-          <div role="alert" class="alert alert-info mb-4">
-            <.icon name="hero-information-circle" class="size-5" />
-            <span>{gettext("This data is for demonstration purposes only (mockup).")}</span>
-          </div>
+          <%!-- Custom Fields Section --%>
+          <%= if Enum.any?(@custom_fields) do %>
+            <div>
+              <.section_box title={gettext("Custom Fields")}>
+                <div class="grid grid-cols-2 gap-4">
+                  <%= for custom_field <- @custom_fields do %>
+                    <% cfv = find_custom_field_value(@member.custom_field_values, custom_field.id) %>
+                    <.data_field label={custom_field.name}>
+                      {format_custom_field_value(cfv, custom_field.value_type)}
+                    </.data_field>
+                  <% end %>
+                </div>
+              </.section_box>
+            </div>
+          <% end %>
+        </div>
 
-          <div class="flex gap-6">
-            <.data_field label={gettext("Contribution")} value="72 €" class="w-24" />
-            <.data_field label={gettext("Payment Cycle")} value={gettext("monthly")} class="w-28" />
-            <.data_field label={gettext("Paid")} class="w-24">
-              <%= if @member.paid do %>
-                <span class="badge badge-success">{gettext("Paid")}</span>
-              <% else %>
-                <span class="badge badge-warning">{gettext("Pending")}</span>
-              <% end %>
-            </.data_field>
-          </div>
-        </.section_box>
-      </div>
+        <%!-- Payment Data Section --%>
+        <div class="w-full">
+          <.section_box title={gettext("Payment Data")}>
+            <%= if @member.membership_fee_type do %>
+              <div class="flex gap-6 flex-wrap">
+                <.data_field
+                  label={gettext("Type")}
+                  value={@member.membership_fee_type.name}
+                  class="min-w-32"
+                />
+                <.data_field
+                  label={gettext("Membership Fee")}
+                  value={MembershipFeeHelpers.format_currency(@member.membership_fee_type.amount)}
+                  class="min-w-24"
+                />
+                <.data_field
+                  label={gettext("Payment Interval")}
+                  value={MembershipFeeHelpers.format_interval(@member.membership_fee_type.interval)}
+                  class="min-w-32"
+                />
+                <.data_field label={gettext("Last Cycle")} class="min-w-32">
+                  <%= if @member.last_cycle_status do %>
+                    <% status = @member.last_cycle_status %>
+                    <span class={["badge", MembershipFeeHelpers.status_color(status)]}>
+                      {format_status_label(status)}
+                    </span>
+                  <% else %>
+                    <span class="badge badge-ghost">{gettext("No cycles")}</span>
+                  <% end %>
+                </.data_field>
+                <.data_field label={gettext("Current Cycle")} class="min-w-36">
+                  <%= if @member.current_cycle_status do %>
+                    <% status = @member.current_cycle_status %>
+                    <span class={["badge", MembershipFeeHelpers.status_color(status)]}>
+                      {format_status_label(status)}
+                    </span>
+                  <% else %>
+                    <span class="badge badge-ghost">{gettext("No cycles")}</span>
+                  <% end %>
+                </.data_field>
+              </div>
+            <% else %>
+              <div class="text-base-content/70 italic">
+                {gettext("No membership fee type assigned")}
+              </div>
+            <% end %>
+          </.section_box>
+        </div>
+      <% end %>
+
+      <%= if @active_tab == :membership_fees do %>
+        <%!-- Membership Fees Tab Content --%>
+        <.live_component
+          module={MvWeb.MemberLive.Show.MembershipFeesComponent}
+          id={"membership-fees-#{@member.id}"}
+          member={@member}
+        />
+      <% end %>
     </Layouts.app>
     """
   end
 
   @impl true
   def mount(_params, _session, socket) do
-    {:ok, socket}
+    {:ok, assign(socket, :active_tab, :contact)}
   end
 
   @impl true
   def handle_params(%{"id" => id}, _, socket) do
+    # Load custom fields once using assign_new to avoid repeated queries
+    socket =
+      assign_new(socket, :custom_fields, fn ->
+        Mv.Membership.CustomField
+        |> Ash.Query.sort(name: :asc)
+        |> Ash.read!()
+      end)
+
     query =
       Mv.Membership.Member
       |> filter(id == ^id)
-      |> load([:user, custom_field_values: [:custom_field]])
+      |> load([
+        :user,
+        :membership_fee_type,
+        custom_field_values: [:custom_field],
+        membership_fee_cycles: [:membership_fee_type]
+      ])
 
     member = Ash.read_one!(query)
 
+    # Calculate last and current cycle status from loaded cycles
+    last_cycle_status = get_last_cycle_status(member)
+    current_cycle_status = get_current_cycle_status(member)
+
+    member =
+      member
+      |> Map.put(:last_cycle_status, last_cycle_status)
+      |> Map.put(:current_cycle_status, current_cycle_status)
+
     {:noreply,
      socket
      |> assign(:page_title, page_title(socket.assigns.live_action))
      |> assign(:member, member)}
   end
 
+  @impl true
+  def handle_event("switch_tab", %{"tab" => "contact"}, socket) do
+    {:noreply, assign(socket, :active_tab, :contact)}
+  end
+
+  def handle_event("switch_tab", %{"tab" => "membership_fees"}, socket) do
+    {:noreply, assign(socket, :active_tab, :membership_fees)}
+  end
+
   defp page_title(:show), do: gettext("Show Member")
   defp page_title(:edit), do: gettext("Edit Member")
 
@@ -236,14 +325,56 @@ defmodule MvWeb.MemberLive.Show do
     """
   end
 
+  # Renders a mailto link if email is present, otherwise renders empty value placeholder
+  attr :email, :string, required: true
+  attr :display, :string, default: nil
+
+  defp mailto_link(assigns) do
+    display_text = assigns.display || assigns.email
+
+    if assigns.email && String.trim(assigns.email) != "" do
+      assigns = %{email: assigns.email, display: display_text}
+
+      ~H"""
+      <a
+        href={"mailto:#{@email}"}
+        class="text-blue-700 hover:text-blue-800 underline"
+      >
+        {@display}
+      </a>
+      """
+    else
+      render_empty_value()
+    end
+  end
+
   # -----------------------------------------------------------------
   # Helper Functions
   # -----------------------------------------------------------------
 
-  defp display_value(nil), do: ""
-  defp display_value(""), do: ""
+  defp display_value(nil), do: render_empty_value()
+  defp display_value(""), do: render_empty_value()
   defp display_value(value), do: value
 
+  defp format_status_label(:paid), do: gettext("Paid")
+  defp format_status_label(:unpaid), do: gettext("Unpaid")
+  defp format_status_label(:suspended), do: gettext("Suspended")
+  defp format_status_label(nil), do: gettext("No status")
+
+  defp get_last_cycle_status(member) do
+    case MembershipFeeHelpers.get_last_completed_cycle(member) do
+      nil -> nil
+      cycle -> cycle.status
+    end
+  end
+
+  defp get_current_cycle_status(member) do
+    case MembershipFeeHelpers.get_current_cycle(member) do
+      nil -> nil
+      cycle -> cycle.status
+    end
+  end
+
   defp format_address(member) do
     street_part =
       [member.street, member.house_number]
@@ -272,20 +403,34 @@ defmodule MvWeb.MemberLive.Show do
 
   defp format_date(date), do: to_string(date)
 
-  # Sorts custom field values by custom field name
-  defp sort_custom_field_values(custom_field_values) do
-    Enum.sort_by(custom_field_values, fn cfv ->
-      (cfv.custom_field && cfv.custom_field.name) || ""
+  # Finds custom field value for a given custom field id
+  # Returns the value (not the CustomFieldValue struct) or nil
+  defp find_custom_field_value(nil, _custom_field_id), do: nil
+
+  defp find_custom_field_value(custom_field_values, custom_field_id)
+       when is_list(custom_field_values) do
+    Enum.find_value(custom_field_values, fn cfv ->
+      if cfv.custom_field_id == custom_field_id or
+           (cfv.custom_field && cfv.custom_field.id == custom_field_id) do
+        cfv.value
+      end
     end)
   end
 
+  defp find_custom_field_value(_custom_field_values, _custom_field_id), do: nil
+
   # Formats custom field value based on type
+  # Handles both CustomFieldValue structs and direct values
+  defp format_custom_field_value(nil, _type), do: render_empty_value()
+
+  defp format_custom_field_value(%Mv.Membership.CustomFieldValue{} = cfv, value_type) do
+    format_custom_field_value(cfv.value, value_type)
+  end
+
   defp format_custom_field_value(%Ash.Union{value: value, type: type}, _expected_type) do
     format_custom_field_value(value, type)
   end
 
-  defp format_custom_field_value(nil, _type), do: "—"
-
   defp format_custom_field_value(value, :boolean) when is_boolean(value) do
     if value, do: gettext("Yes"), else: gettext("No")
   end
@@ -295,11 +440,15 @@ defmodule MvWeb.MemberLive.Show do
   end
 
   defp format_custom_field_value(value, :email) when is_binary(value) do
-    assigns = %{email: value}
+    if String.trim(value) == "" do
+      render_empty_value()
+    else
+      assigns = %{email: value}
 
-    ~H"""
-    <a href={"mailto:#{@email}"} class="text-blue-700 hover:text-blue-800 underline">{@email}</a>
-    """
+      ~H"""
+      <.mailto_link email={@email} display={@email} />
+      """
+    end
   end
 
   defp format_custom_field_value(value, :integer) when is_integer(value) do
@@ -307,8 +456,22 @@ defmodule MvWeb.MemberLive.Show do
   end
 
   defp format_custom_field_value(value, _type) when is_binary(value) do
-    if String.trim(value) == "", do: "—", else: value
+    if String.trim(value) == "", do: render_empty_value(), else: value
   end
 
   defp format_custom_field_value(value, _type), do: to_string(value)
+
+  # Renders accessible placeholder for empty values
+  # Uses translated text for screen readers while maintaining visual consistency
+  # The visual "—" is hidden from screen readers, while the translated text is only visible to screen readers
+  defp render_empty_value do
+    assigns = %{text: gettext("Not set")}
+
+    ~H"""
+    <span class="text-base-content/50 italic">
+      <span aria-hidden="true">—</span>
+      <span class="sr-only">{@text}</span>
+    </span>
+    """
+  end
 end

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

@@ -0,0 +1,927 @@
+defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
+  @moduledoc """
+  LiveComponent for displaying and managing membership fees for a member.
+
+  ## Features
+  - Display all membership fee cycles in a table
+  - Change membership fee type (with same-interval validation)
+  - Change cycle status (paid/unpaid/suspended)
+  - Regenerate cycles manually
+  - Delete cycles (with confirmation)
+  - Edit cycle amount (with modal)
+  """
+  use MvWeb, :live_component
+
+  require Ash.Query
+
+  alias Mv.Membership
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.MembershipFees.CycleGenerator
+  alias Mv.MembershipFees.CalendarCycles
+  alias MvWeb.Helpers.MembershipFeeHelpers
+
+  @impl true
+  def render(assigns) do
+    ~H"""
+    <div id={@id}>
+      <.section_box title={gettext("Membership Fees")}>
+        <%!-- Membership Fee Type Display --%>
+        <div class="mb-6">
+          <label class="label">
+            <span class="label-text font-semibold">{gettext("Membership Fee Type")}</span>
+          </label>
+          <%= if @member.membership_fee_type do %>
+            <div class="flex items-center gap-2">
+              <span class="font-medium">{@member.membership_fee_type.name}</span>
+              <span class="text-base-content/60">
+                ({MembershipFeeHelpers.format_currency(@member.membership_fee_type.amount)}, {MembershipFeeHelpers.format_interval(
+                  @member.membership_fee_type.interval
+                )})
+              </span>
+            </div>
+          <% else %>
+            <span class="text-base-content/60 italic">
+              {gettext("No membership fee type assigned")}
+            </span>
+          <% end %>
+        </div>
+
+        <%!-- Action Buttons --%>
+        <div class="flex gap-2 mb-4">
+          <.button
+            phx-click="regenerate_cycles"
+            phx-target={@myself}
+            class={["btn btn-sm btn-outline", if(@regenerating, do: "btn-disabled", else: "")]}
+            title={gettext("Generate cycles from the last existing cycle to today")}
+          >
+            <.icon name="hero-arrow-path" class="size-4" />
+            {if(@regenerating, do: gettext("Regenerating..."), else: gettext("Regenerate Cycles"))}
+          </.button>
+          <.button
+            :if={Enum.any?(@cycles)}
+            phx-click="delete_all_cycles"
+            phx-target={@myself}
+            class="btn btn-sm btn-error btn-outline"
+            title={gettext("Delete all cycles")}
+          >
+            <.icon name="hero-trash" class="size-4" />
+            {gettext("Delete All Cycles")}
+          </.button>
+          <.button
+            :if={@member.membership_fee_type}
+            phx-click="open_create_cycle_modal"
+            phx-target={@myself}
+            class="btn btn-sm btn-primary"
+            title={gettext("Create a new cycle manually")}
+          >
+            <.icon name="hero-plus" class="size-4" />
+            {gettext("Create Cycle")}
+          </.button>
+        </div>
+
+        <%!-- Cycles Table --%>
+        <%= if Enum.any?(@cycles) do %>
+          <.table
+            id="membership-fee-cycles"
+            rows={@cycles}
+            row_id={fn cycle -> "cycle-#{cycle.id}" end}
+          >
+            <:col :let={cycle} label={gettext("Cycle")}>
+              {MembershipFeeHelpers.format_cycle_range(
+                cycle.cycle_start,
+                cycle.membership_fee_type.interval
+              )}
+            </:col>
+
+            <:col :let={cycle} label={gettext("Interval")}>
+              <span class="badge badge-outline">
+                {MembershipFeeHelpers.format_interval(cycle.membership_fee_type.interval)}
+              </span>
+            </: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>
+            </:col>
+
+            <:col :let={cycle} label={gettext("Status")}>
+              <% badge = MembershipFeeHelpers.status_color(cycle.status) %>
+              <% icon = MembershipFeeHelpers.status_icon(cycle.status) %>
+              <span class={["badge", badge]}>
+                <.icon name={icon} class="size-4" />
+                {format_status_label(cycle.status)}
+              </span>
+            </:col>
+
+            <: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>
+              </div>
+            </:action>
+          </.table>
+        <% else %>
+          <div class="alert alert-info">
+            <.icon name="hero-information-circle" class="size-5" />
+            <span>
+              {gettext(
+                "No membership fee cycles found. Cycles will be generated automatically when a membership fee type is assigned."
+              )}
+            </span>
+          </div>
+        <% end %>
+      </.section_box>
+
+      <%!-- Edit Cycle Amount Modal --%>
+      <%= if @editing_cycle do %>
+        <dialog id="edit-cycle-amount-modal" class="modal modal-open">
+          <div class="modal-box">
+            <h3 class="text-lg font-bold">{gettext("Edit Cycle Amount")}</h3>
+            <form phx-submit="save_cycle_amount" phx-target={@myself}>
+              <input type="hidden" name="cycle_id" value={@editing_cycle.id} />
+              <div class="form-control w-full mt-4">
+                <label class="label">
+                  <span class="label-text">{gettext("Amount")}</span>
+                </label>
+                <input
+                  type="text"
+                  inputmode="decimal"
+                  name="amount"
+                  step="0.01"
+                  min="0"
+                  value={Decimal.to_string(@editing_cycle.amount) |> String.replace(".", ",")}
+                  class="input input-bordered w-full"
+                  required
+                />
+              </div>
+              <div class="modal-action">
+                <button type="button" phx-click="cancel_edit_amount" phx-target={@myself} class="btn">
+                  {gettext("Cancel")}
+                </button>
+                <button type="submit" class="btn btn-primary">{gettext("Save")}</button>
+              </div>
+            </form>
+          </div>
+        </dialog>
+      <% end %>
+
+      <%!-- Delete Cycle Confirmation Modal --%>
+      <%= if @deleting_cycle do %>
+        <dialog id="delete-cycle-modal" class="modal modal-open">
+          <div class="modal-box">
+            <h3 class="text-lg font-bold">{gettext("Delete Cycle")}</h3>
+            <p class="py-4">
+              {gettext("Are you sure you want to delete this cycle?")}
+            </p>
+            <p class="text-sm text-base-content/70 mb-4">
+              {MembershipFeeHelpers.format_cycle_range(
+                @deleting_cycle.cycle_start,
+                @deleting_cycle.membership_fee_type.interval
+              )} - {MembershipFeeHelpers.format_currency(@deleting_cycle.amount)}
+            </p>
+            <div class="modal-action">
+              <button phx-click="cancel_delete_cycle" phx-target={@myself} class="btn">
+                {gettext("Cancel")}
+              </button>
+              <button
+                phx-click="confirm_delete_cycle"
+                phx-value-cycle_id={@deleting_cycle.id}
+                phx-target={@myself}
+                class="btn btn-error"
+              >
+                {gettext("Delete")}
+              </button>
+            </div>
+          </div>
+        </dialog>
+      <% end %>
+
+      <%!-- Delete All Cycles Confirmation Modal --%>
+      <%= if @deleting_all_cycles do %>
+        <dialog id="delete-all-cycles-modal" class="modal modal-open">
+          <div class="modal-box">
+            <h3 class="text-lg font-bold text-error">{gettext("Delete All Cycles")}</h3>
+            <div class="alert alert-warning mt-4">
+              <.icon name="hero-exclamation-triangle" class="size-5" />
+              <div>
+                <h4 class="font-bold">{gettext("Warning")}</h4>
+                <p>
+                  {gettext("You are about to delete all %{count} cycles for this member.",
+                    count: length(@cycles)
+                  )}
+                </p>
+                <p class="mt-2">
+                  {gettext("This action cannot be undone.")}
+                </p>
+              </div>
+            </div>
+            <div class="form-control w-full mt-4">
+              <label class="label">
+                <span class="label-text">
+                  {gettext("Type '%{confirmation}' to confirm", confirmation: gettext("Yes"))}
+                </span>
+              </label>
+              <input
+                type="text"
+                phx-keyup="update_delete_all_confirmation"
+                phx-target={@myself}
+                value={@delete_all_confirmation || ""}
+                class="input input-bordered w-full"
+                placeholder={gettext("Yes")}
+              />
+            </div>
+            <div class="modal-action">
+              <button phx-click="cancel_delete_all_cycles" phx-target={@myself} class="btn">
+                {gettext("Cancel")}
+              </button>
+              <button
+                phx-click="confirm_delete_all_cycles"
+                phx-target={@myself}
+                class="btn btn-error"
+                disabled={
+                  String.trim(String.downcase(@delete_all_confirmation)) !=
+                    String.downcase(gettext("Yes"))
+                }
+              >
+                {gettext("Delete All")}
+              </button>
+            </div>
+          </div>
+        </dialog>
+      <% end %>
+
+      <%!-- Create Cycle Modal --%>
+      <%= if @creating_cycle do %>
+        <dialog id="create-cycle-modal" class="modal modal-open">
+          <div class="modal-box">
+            <h3 class="text-lg font-bold">{gettext("Create Cycle")}</h3>
+            <form phx-submit="create_cycle" phx-target={@myself}>
+              <div class="form-control w-full mt-4">
+                <label class="label" for="create-cycle-date">
+                  <span class="label-text">{gettext("Date")}</span>
+                </label>
+                <input
+                  type="date"
+                  id="create-cycle-date"
+                  name="date"
+                  value={@create_cycle_date || ""}
+                  phx-change="update_create_cycle_date"
+                  phx-target={@myself}
+                  class="input input-bordered w-full"
+                  required
+                  aria-label={gettext("Date")}
+                />
+                <label class="label">
+                  <span class="label-text-alt">
+                    {gettext(
+                      "The cycle period will be calculated based on this date and the interval."
+                    )}
+                  </span>
+                </label>
+              </div>
+              <%= if @create_cycle_date do %>
+                <div class="form-control w-full mt-4">
+                  <label class="label">
+                    <span class="label-text">{gettext("Cycle Period")}</span>
+                  </label>
+                  <div class="text-sm text-base-content/70">
+                    {format_create_cycle_period(
+                      @create_cycle_date,
+                      @member.membership_fee_type.interval
+                    )}
+                  </div>
+                </div>
+              <% end %>
+              <div class="form-control w-full mt-4">
+                <label class="label" for="create-cycle-amount">
+                  <span class="label-text">{gettext("Amount")}</span>
+                </label>
+                <input
+                  type="text"
+                  inputmode="decimal"
+                  id="create-cycle-amount"
+                  name="amount"
+                  step="0.01"
+                  min="0"
+                  value={
+                    Decimal.to_string(@member.membership_fee_type.amount) |> String.replace(".", ",")
+                  }
+                  class="input input-bordered w-full"
+                  required
+                  aria-label={gettext("Amount")}
+                />
+              </div>
+              <%= if @create_cycle_error do %>
+                <div class="alert alert-error mt-4">
+                  <.icon name="hero-exclamation-circle" class="size-5" />
+                  <span>{@create_cycle_error}</span>
+                </div>
+              <% end %>
+              <div class="modal-action">
+                <button type="button" phx-click="cancel_create_cycle" phx-target={@myself} class="btn">
+                  {gettext("Cancel")}
+                </button>
+                <button type="submit" class="btn btn-primary">{gettext("Create")}</button>
+              </div>
+            </form>
+          </div>
+        </dialog>
+      <% end %>
+    </div>
+    """
+  end
+
+  @impl true
+  def update(assigns, socket) do
+    member = assigns.member
+
+    # Load cycles if not already loaded
+    cycles =
+      case member.membership_fee_cycles do
+        nil -> []
+        cycles when is_list(cycles) -> cycles
+        _ -> []
+      end
+
+    # Sort cycles by cycle_start descending (newest first)
+    cycles = Enum.sort_by(cycles, & &1.cycle_start, {:desc, Date})
+
+    # Get available fee types (filtered to same interval if member has a type)
+    available_fee_types = get_available_fee_types(member)
+
+    {:ok,
+     socket
+     |> assign(assigns)
+     |> assign(:cycles, cycles)
+     |> assign(:available_fee_types, available_fee_types)
+     |> assign_new(:interval_warning, fn -> nil end)
+     |> assign_new(:editing_cycle, fn -> nil end)
+     |> assign_new(:deleting_cycle, fn -> nil end)
+     |> assign_new(:deleting_all_cycles, fn -> false end)
+     |> assign_new(:delete_all_confirmation, fn -> "" end)
+     |> assign_new(:creating_cycle, fn -> false end)
+     |> assign_new(:create_cycle_date, fn -> nil end)
+     |> assign_new(:create_cycle_error, fn -> nil end)
+     |> assign_new(:regenerating, fn -> false end)}
+  end
+
+  @impl true
+  def handle_event("change_membership_fee_type", %{"value" => ""}, socket) do
+    # Remove membership fee type
+    case update_member_fee_type(socket.assigns.member, nil) do
+      {:ok, updated_member} ->
+        send(self(), {:member_updated, updated_member})
+
+        {:noreply,
+         socket
+         |> assign(:member, updated_member)
+         |> assign(:cycles, [])
+         |> assign(:available_fee_types, get_available_fee_types(updated_member))
+         |> assign(:interval_warning, nil)
+         |> put_flash(:info, gettext("Membership fee type removed"))}
+
+      {:error, error} ->
+        {:noreply, put_flash(socket, :error, format_error(error))}
+    end
+  end
+
+  def handle_event("change_membership_fee_type", %{"value" => fee_type_id}, socket) do
+    member = socket.assigns.member
+    new_fee_type = Ash.get!(MembershipFeeType, fee_type_id, domain: MembershipFees)
+
+    # Check if interval matches
+    interval_warning =
+      if member.membership_fee_type &&
+           member.membership_fee_type.interval != new_fee_type.interval do
+        gettext(
+          "Warning: Changing from %{old_interval} to %{new_interval} is not allowed. Please select a membership fee type with the same interval.",
+          old_interval: MembershipFeeHelpers.format_interval(member.membership_fee_type.interval),
+          new_interval: MembershipFeeHelpers.format_interval(new_fee_type.interval)
+        )
+      else
+        nil
+      end
+
+    if interval_warning do
+      {:noreply, assign(socket, :interval_warning, interval_warning)}
+    else
+      case update_member_fee_type(member, fee_type_id) do
+        {:ok, updated_member} ->
+          # Reload member with cycles
+          updated_member =
+            updated_member
+            |> Ash.load!([
+              :membership_fee_type,
+              membership_fee_cycles: [:membership_fee_type]
+            ])
+
+          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, cycles)
+           |> assign(:available_fee_types, get_available_fee_types(updated_member))
+           |> assign(:interval_warning, nil)
+           |> put_flash(:info, gettext("Membership fee type updated. Cycles regenerated."))}
+
+        {:error, error} ->
+          {:noreply, put_flash(socket, :error, format_error(error))}
+      end
+    end
+  end
+
+  def handle_event("mark_cycle_status", %{"cycle_id" => cycle_id, "status" => status_str}, socket) do
+    status = String.to_existing_atom(status_str)
+    cycle = find_cycle(socket.assigns.cycles, cycle_id)
+
+    action =
+      case status do
+        :paid -> :mark_as_paid
+        :unpaid -> :mark_as_unpaid
+        :suspended -> :mark_as_suspended
+      end
+
+    case Ash.update(cycle, action: action, domain: MembershipFees) do
+      {:ok, updated_cycle} ->
+        updated_cycles = replace_cycle(socket.assigns.cycles, updated_cycle)
+
+        {:noreply,
+         socket
+         |> assign(:cycles, updated_cycles)
+         |> put_flash(:info, gettext("Cycle status updated"))}
+
+      {:error, %Ash.Error.Invalid{} = error} ->
+        error_msg =
+          Enum.map_join(error.errors, ", ", fn e -> e.message end)
+
+        {:noreply,
+         socket
+         |> put_flash(
+           :error,
+           gettext("Failed to update cycle status: %{errors}", errors: error_msg)
+         )}
+
+      {:error, error} ->
+        {:noreply,
+         socket
+         |> put_flash(:error, format_error(error))}
+    end
+  end
+
+  def handle_event("regenerate_cycles", _params, socket) 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
+        updated_member =
+          member
+          |> Ash.load!([
+            :membership_fee_type,
+            membership_fee_cycles: [:membership_fee_type]
+          ])
+
+        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, cycles)
+         |> assign(:regenerating, false)
+         |> put_flash(:info, gettext("Cycles regenerated successfully"))}
+
+      {:error, error} ->
+        {:noreply,
+         socket
+         |> assign(:regenerating, false)
+         |> put_flash(:error, format_error(error))}
+    end
+  end
+
+  def handle_event("edit_cycle_amount", %{"cycle_id" => cycle_id}, socket) do
+    cycle = find_cycle(socket.assigns.cycles, cycle_id)
+
+    # Load cycle with membership_fee_type for display
+    cycle = Ash.load!(cycle, :membership_fee_type)
+
+    {:noreply, assign(socket, :editing_cycle, cycle)}
+  end
+
+  def handle_event("cancel_edit_amount", _params, socket) do
+    {:noreply, assign(socket, :editing_cycle, nil)}
+  end
+
+  def handle_event("save_cycle_amount", %{"cycle_id" => cycle_id, "amount" => amount_str}, socket) do
+    cycle = find_cycle(socket.assigns.cycles, cycle_id)
+
+    # Normalize comma to dot for decimal parsing (German locale support)
+    normalized_amount_str = String.replace(amount_str, ",", ".")
+
+    case Decimal.parse(normalized_amount_str) do
+      {amount, _} when is_struct(amount, Decimal) ->
+        case cycle
+             |> Ash.Changeset.for_update(:update, %{amount: amount})
+             |> Ash.update(domain: MembershipFees) do
+          {:ok, updated_cycle} ->
+            updated_cycles = replace_cycle(socket.assigns.cycles, updated_cycle)
+
+            {:noreply,
+             socket
+             |> assign(:cycles, updated_cycles)
+             |> assign(:editing_cycle, nil)
+             |> put_flash(:info, gettext("Cycle amount updated"))}
+
+          {:error, error} ->
+            {:noreply,
+             socket
+             |> put_flash(:error, format_error(error))}
+        end
+
+      :error ->
+        {:noreply, put_flash(socket, :error, gettext("Invalid amount format"))}
+    end
+  end
+
+  def handle_event("delete_cycle", %{"cycle_id" => cycle_id}, socket) do
+    cycle = find_cycle(socket.assigns.cycles, cycle_id)
+
+    # Load cycle with membership_fee_type for display
+    cycle = Ash.load!(cycle, :membership_fee_type)
+
+    {:noreply, assign(socket, :deleting_cycle, cycle)}
+  end
+
+  def handle_event("cancel_delete_cycle", _params, socket) do
+    {:noreply, assign(socket, :deleting_cycle, nil)}
+  end
+
+  def handle_event("confirm_delete_cycle", %{"cycle_id" => cycle_id}, socket) do
+    cycle = find_cycle(socket.assigns.cycles, cycle_id)
+
+    case Ash.destroy(cycle, domain: MembershipFees) do
+      :ok ->
+        updated_cycles = Enum.reject(socket.assigns.cycles, &(&1.id == cycle_id))
+
+        {:noreply,
+         socket
+         |> assign(:cycles, updated_cycles)
+         |> assign(:deleting_cycle, nil)
+         |> put_flash(:info, gettext("Cycle deleted"))}
+
+      {:ok, _destroyed} ->
+        # Handle case where return_destroyed? is true
+        updated_cycles = Enum.reject(socket.assigns.cycles, &(&1.id == cycle_id))
+
+        {:noreply,
+         socket
+         |> assign(:cycles, updated_cycles)
+         |> assign(:deleting_cycle, nil)
+         |> put_flash(:info, gettext("Cycle deleted"))}
+
+      {:error, error} ->
+        {:noreply,
+         socket
+         |> assign(:deleting_cycle, nil)
+         |> put_flash(:error, format_error(error))}
+    end
+  end
+
+  def handle_event("delete_all_cycles", _params, socket) do
+    {:noreply,
+     socket
+     |> assign(:deleting_all_cycles, true)
+     |> assign(:delete_all_confirmation, "")}
+  end
+
+  def handle_event("cancel_delete_all_cycles", _params, socket) do
+    {:noreply,
+     socket
+     |> assign(:deleting_all_cycles, false)
+     |> assign(:delete_all_confirmation, "")}
+  end
+
+  def handle_event("update_delete_all_confirmation", %{"value" => value}, socket) do
+    {:noreply, assign(socket, :delete_all_confirmation, value)}
+  end
+
+  def handle_event("confirm_delete_all_cycles", _params, socket) do
+    # Validate confirmation (case-insensitive, trimmed)
+    confirmation = String.trim(String.downcase(socket.assigns.delete_all_confirmation))
+    expected = String.downcase(gettext("Yes"))
+
+    if confirmation != expected do
+      {: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
+        updated_member =
+          member
+          |> Ash.load!([
+            :membership_fee_type,
+            membership_fee_cycles: [:membership_fee_type]
+          ])
+
+        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
+
+  def handle_event("open_create_cycle_modal", _params, socket) do
+    {:noreply,
+     socket
+     |> assign(:creating_cycle, true)
+     |> assign(:create_cycle_date, nil)
+     |> assign(:create_cycle_error, nil)}
+  end
+
+  def handle_event("cancel_create_cycle", _params, socket) do
+    {:noreply,
+     socket
+     |> assign(:creating_cycle, false)
+     |> assign(:create_cycle_date, nil)
+     |> assign(:create_cycle_error, nil)}
+  end
+
+  def handle_event("update_create_cycle_date", %{"date" => date_str}, socket) do
+    date =
+      case Date.from_iso8601(date_str) do
+        {:ok, date} -> date
+        _ -> nil
+      end
+
+    {:noreply,
+     socket
+     |> assign(:create_cycle_date, date)
+     |> assign(:create_cycle_error, nil)}
+  end
+
+  def handle_event("create_cycle", %{"date" => date_str, "amount" => amount_str}, socket) do
+    member = socket.assigns.member
+
+    # Normalize comma to dot for decimal parsing (German locale support)
+    normalized_amount_str = String.replace(amount_str, ",", ".")
+
+    amount =
+      case Decimal.parse(normalized_amount_str) do
+        {d, _} when is_struct(d, Decimal) -> {:ok, d}
+        :error -> {:error, :invalid_amount}
+      end
+
+    with {:ok, date} <- Date.from_iso8601(date_str),
+         {:ok, amount} <- amount,
+         cycle_start <-
+           CalendarCycles.calculate_cycle_start(date, member.membership_fee_type.interval),
+         :ok <- validate_cycle_not_exists(socket.assigns.cycles, cycle_start) do
+      attrs = %{
+        cycle_start: cycle_start,
+        amount: amount,
+        status: :unpaid,
+        member_id: member.id,
+        membership_fee_type_id: member.membership_fee_type_id
+      }
+
+      case Ash.create(MembershipFeeCycle, attrs, domain: MembershipFees) do
+        {:ok, _new_cycle} ->
+          # Reload member with cycles
+          updated_member =
+            member
+            |> Ash.load!([
+              :membership_fee_type,
+              membership_fee_cycles: [:membership_fee_type]
+            ])
+
+          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, cycles)
+           |> assign(:creating_cycle, false)
+           |> assign(:create_cycle_date, nil)
+           |> assign(:create_cycle_error, nil)
+           |> put_flash(:info, gettext("Cycle created successfully"))}
+
+        {:error, error} ->
+          {:noreply,
+           socket
+           |> assign(:create_cycle_error, format_error(error))}
+      end
+    else
+      :error ->
+        {:noreply,
+         socket
+         |> assign(:create_cycle_error, gettext("Invalid date format"))}
+
+      {:error, :invalid_amount} ->
+        {:noreply,
+         socket
+         |> assign(:create_cycle_error, gettext("Invalid amount format"))}
+
+      {:error, :cycle_exists} ->
+        {:noreply,
+         socket
+         |> assign(
+           :create_cycle_error,
+           gettext("A cycle for this period already exists")
+         )}
+    end
+  end
+
+  # Helper functions
+
+  defp get_available_fee_types(member) do
+    all_types =
+      MembershipFeeType
+      |> Ash.Query.sort(name: :asc)
+      |> Ash.read!()
+
+    # If member has a fee type, filter to same interval
+    if member.membership_fee_type do
+      Enum.filter(all_types, fn type ->
+        type.interval == member.membership_fee_type.interval
+      end)
+    else
+      all_types
+    end
+  end
+
+  defp update_member_fee_type(member, fee_type_id) do
+    attrs = %{membership_fee_type_id: fee_type_id}
+
+    member
+    |> Ash.Changeset.for_update(:update_member, attrs, domain: Membership)
+    |> Ash.update(domain: Membership)
+  end
+
+  defp find_cycle(cycles, cycle_id) do
+    case Enum.find(cycles, &(&1.id == cycle_id)) do
+      nil -> raise "Cycle not found: #{cycle_id}"
+      cycle -> cycle
+    end
+  end
+
+  defp replace_cycle(cycles, updated_cycle) do
+    Enum.map(cycles, fn cycle ->
+      if cycle.id == updated_cycle.id, do: updated_cycle, else: cycle
+    end)
+  end
+
+  defp format_status_label(:paid), do: gettext("Paid")
+  defp format_status_label(:unpaid), do: gettext("Unpaid")
+  defp format_status_label(:suspended), do: gettext("Suspended")
+
+  defp format_error(%Ash.Error.Invalid{} = error) do
+    Enum.map_join(error.errors, ", ", fn e -> e.message end)
+  end
+
+  defp format_error(error) when is_binary(error), do: error
+  defp format_error(_error), do: gettext("An error occurred")
+
+  defp validate_cycle_not_exists(cycles, cycle_start) do
+    if Enum.any?(cycles, &(&1.cycle_start == cycle_start)) do
+      {:error, :cycle_exists}
+    else
+      :ok
+    end
+  end
+
+  defp format_create_cycle_period(date, interval) when is_struct(date, Date) do
+    cycle_start = CalendarCycles.calculate_cycle_start(date, interval)
+    cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
+
+    MembershipFeeHelpers.format_cycle_range(cycle_start, interval) <>
+      " (#{Calendar.strftime(cycle_start, "%d.%m.%Y")} - #{Calendar.strftime(cycle_end, "%d.%m.%Y")})"
+  end
+
+  defp format_create_cycle_period(_date, _interval), do: ""
+
+  # Helper component for section box
+  attr :title, :string, required: true
+  slot :inner_block, required: true
+
+  defp section_box(assigns) do
+    ~H"""
+    <section class="mb-6">
+      <h2 class="text-lg font-semibold mb-3">{@title}</h2>
+      <div class="border border-base-300 rounded-lg p-4 bg-base-100">
+        {render_slot(@inner_block)}
+      </div>
+    </section>
+    """
+  end
+end

lib/mv_web/live/membership_fee_settings_live.ex

@@ -0,0 +1,296 @@
+defmodule MvWeb.MembershipFeeSettingsLive do
+  @moduledoc """
+  LiveView for managing membership fee settings (Admin).
+
+  Allows administrators to configure:
+  - Default membership fee type for new members
+  - Whether to include the joining cycle in membership fee generation
+  """
+  use MvWeb, :live_view
+
+  alias Mv.Membership
+  alias Mv.MembershipFees.MembershipFeeType
+
+  @impl true
+  def mount(_params, _session, socket) do
+    {:ok, settings} = Membership.get_settings()
+
+    membership_fee_types =
+      MembershipFeeType
+      |> Ash.Query.sort(name: :asc)
+      |> Ash.read!()
+
+    {:ok,
+     socket
+     |> assign(:page_title, gettext("Membership Fee Settings"))
+     |> assign(:settings, settings)
+     |> assign(:membership_fee_types, membership_fee_types)
+     |> assign_form()}
+  end
+
+  @impl true
+  def handle_event("validate", %{"settings" => params}, socket) do
+    # Normalize checkbox value: "on" -> true, missing -> false
+    normalized_params =
+      if Map.has_key?(params, "include_joining_cycle") do
+        params
+        |> Map.update("include_joining_cycle", false, fn
+          "on" -> true
+          "true" -> true
+          true -> true
+          _ -> false
+        end)
+      else
+        Map.put(params, "include_joining_cycle", false)
+      end
+
+    {:noreply,
+     assign(socket, form: AshPhoenix.Form.validate(socket.assigns.form, normalized_params))}
+  end
+
+  def handle_event("save", %{"settings" => params}, socket) do
+    # Normalize checkbox value: "on" -> true, missing -> false
+    normalized_params =
+      if Map.has_key?(params, "include_joining_cycle") do
+        params
+        |> Map.update("include_joining_cycle", false, fn
+          "on" -> true
+          "true" -> true
+          true -> true
+          _ -> false
+        end)
+      else
+        Map.put(params, "include_joining_cycle", false)
+      end
+
+    case AshPhoenix.Form.submit(socket.assigns.form, params: normalized_params) do
+      {:ok, updated_settings} ->
+        {:noreply,
+         socket
+         |> assign(:settings, updated_settings)
+         |> put_flash(:info, gettext("Settings saved successfully."))
+         |> assign_form()}
+
+      {:error, form} ->
+        {:noreply, assign(socket, form: form)}
+    end
+  end
+
+  @impl true
+  def render(assigns) do
+    ~H"""
+    <Layouts.app flash={@flash} current_user={@current_user}>
+      <.header>
+        {gettext("Membership Fee Settings")}
+        <:subtitle>
+          {gettext("Configure global settings for membership fees.")}
+        </:subtitle>
+      </.header>
+
+      <div class="grid gap-6 lg:grid-cols-2">
+        <%!-- Settings Form --%>
+        <div class="card bg-base-100 shadow-xl">
+          <div class="card-body">
+            <h2 class="card-title">
+              <.icon name="hero-cog-6-tooth" class="size-5" />
+              {gettext("Global Settings")}
+            </h2>
+
+            <.form
+              for={@form}
+              phx-change="validate"
+              phx-submit="save"
+              class="space-y-6"
+            >
+              <%!-- Default Membership Fee Type --%>
+              <fieldset class="fieldset">
+                <label for="default_membership_fee_type_id" class="label">
+                  <span class="label-text font-semibold">
+                    {gettext("Default Membership Fee Type")}
+                  </span>
+                </label>
+                <select
+                  id="default_membership_fee_type_id"
+                  name="settings[default_membership_fee_type_id]"
+                  class={[
+                    "select select-bordered w-full",
+                    if(@form.errors[:default_membership_fee_type_id], do: "select-error", else: "")
+                  ]}
+                  phx-debounce="blur"
+                  aria-label={gettext("Default Membership Fee Type")}
+                >
+                  <option value="">{gettext("None (no default)")}</option>
+                  <option
+                    :for={fee_type <- @membership_fee_types}
+                    value={fee_type.id}
+                    selected={fee_type.id == @form[:default_membership_fee_type_id].value}
+                  >
+                    {fee_type.name} ({format_currency(fee_type.amount)}, {format_interval(
+                      fee_type.interval
+                    )})
+                  </option>
+                </select>
+                <%= if @form.errors[:default_membership_fee_type_id] do %>
+                  <%= for error <- List.wrap(@form.errors[:default_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 %>
+                <% end %>
+                <p class="text-sm text-base-content/60 mt-2">
+                  {gettext(
+                    "This membership fee type is automatically assigned to all new members. Can be changed individually per member."
+                  )}
+                </p>
+              </fieldset>
+
+              <%!-- Include Joining Cycle --%>
+              <fieldset class="fieldset">
+                <label class="label cursor-pointer justify-start gap-3">
+                  <input
+                    type="checkbox"
+                    name="settings[include_joining_cycle]"
+                    class="checkbox checkbox-primary"
+                    checked={@form[:include_joining_cycle].value}
+                    phx-debounce="blur"
+                  />
+                  <span class="label-text font-semibold">
+                    {gettext("Include joining cycle")}
+                  </span>
+                </label>
+                <%= if @form.errors[:include_joining_cycle] do %>
+                  <%= for error <- List.wrap(@form.errors[:include_joining_cycle]) do %>
+                    <% {msg, _opts} = if is_tuple(error), do: error, else: {error, []} %>
+                    <p class="text-error text-sm ml-9 mt-1">{msg}</p>
+                  <% end %>
+                <% end %>
+                <div class="ml-9 space-y-2">
+                  <p class="text-sm text-base-content/60">
+                    {gettext("When active: Members pay from the cycle of their joining.")}
+                  </p>
+                  <p class="text-sm text-base-content/60">
+                    {gettext("When inactive: Members pay from the next full cycle after joining.")}
+                  </p>
+                </div>
+              </fieldset>
+
+              <div class="divider"></div>
+
+              <button type="submit" class="btn btn-primary w-full">
+                <.icon name="hero-check" class="size-5" />
+                {gettext("Save Settings")}
+              </button>
+            </.form>
+          </div>
+        </div>
+
+        <%!-- Examples Card --%>
+        <div class="card bg-base-200">
+          <div class="card-body">
+            <h2 class="card-title">
+              <.icon name="hero-light-bulb" class="size-5" />
+              {gettext("Examples")}
+            </h2>
+
+            <.example_section
+              title={gettext("Yearly Interval - Joining Cycle Included")}
+              joining_date="15.03.2023"
+              include_joining={true}
+              start_date="01.01.2023"
+              periods={["2023", "2024", "2025"]}
+              note={gettext("Member pays for the year they joined")}
+            />
+
+            <div class="divider"></div>
+
+            <.example_section
+              title={gettext("Yearly Interval - Joining Cycle Excluded")}
+              joining_date="15.03.2023"
+              include_joining={false}
+              start_date="01.01.2024"
+              periods={["2024", "2025"]}
+              note={gettext("Member pays from the next full year")}
+            />
+
+            <div class="divider"></div>
+
+            <.example_section
+              title={gettext("Quarterly Interval - Joining Cycle Excluded")}
+              joining_date="15.05.2024"
+              include_joining={false}
+              start_date="01.07.2024"
+              periods={["Q3/2024", "Q4/2024", "Q1/2025"]}
+              note={gettext("Member pays from the next full quarter")}
+            />
+
+            <div class="divider"></div>
+
+            <.example_section
+              title={gettext("Monthly Interval - Joining Cycle Included")}
+              joining_date="15.03.2024"
+              include_joining={true}
+              start_date="01.03.2024"
+              periods={["03/2024", "04/2024", "05/2024", "..."]}
+              note={gettext("Member pays from the joining month")}
+            />
+          </div>
+        </div>
+      </div>
+    </Layouts.app>
+    """
+  end
+
+  # Example section component
+  attr :title, :string, required: true
+  attr :joining_date, :string, required: true
+  attr :include_joining, :boolean, required: true
+  attr :start_date, :string, required: true
+  attr :periods, :list, required: true
+  attr :note, :string, required: true
+
+  defp example_section(assigns) do
+    ~H"""
+    <div class="space-y-2">
+      <h3 class="font-semibold text-sm">{@title}</h3>
+      <div class="bg-base-300 rounded-lg p-3 text-sm space-y-1">
+        <p>
+          <span class="text-base-content/80">{gettext("Joining date")}:</span>
+          <span class="font-mono">{@joining_date}</span>
+        </p>
+        <p>
+          <span class="text-base-content/80">{gettext("Membership fee start")}:</span>
+          <span class="font-mono font-semibold text-base-content">{@start_date}</span>
+        </p>
+        <p>
+          <span class="text-base-content/80">{gettext("Generated cycles")}:</span>
+          <span class="font-mono">
+            {Enum.join(@periods, ", ")}
+          </span>
+        </p>
+      </div>
+      <p class="text-xs text-base-content/80 italic">→ {@note}</p>
+    </div>
+    """
+  end
+
+  defp format_currency(%Decimal{} = amount) do
+    "#{Decimal.to_string(amount)} €"
+  end
+
+  defp format_interval(:monthly), do: gettext("Monthly")
+  defp format_interval(:quarterly), do: gettext("Quarterly")
+  defp format_interval(:half_yearly), do: gettext("Half-yearly")
+  defp format_interval(:yearly), do: gettext("Yearly")
+
+  defp assign_form(%{assigns: %{settings: settings}} = socket) do
+    form =
+      AshPhoenix.Form.for_update(
+        settings,
+        :update_membership_fee_settings,
+        api: Membership,
+        as: "settings",
+        forms: [auto?: true]
+      )
+
+    assign(socket, form: to_form(form))
+  end
+end

lib/mv_web/live/membership_fee_type_live/form.ex

@@ -0,0 +1,455 @@
+defmodule MvWeb.MembershipFeeTypeLive.Form do
+  @moduledoc """
+  LiveView form for creating and editing membership fee types (Admin).
+
+  ## Features
+  - Create new membership fee types
+  - Edit existing membership fee types (name, amount, description - NOT interval)
+  - Amount change warning modal (shows impact on members)
+  - Interval field grayed out on edit
+
+  ## Permissions
+  - Admin only
+  """
+  use MvWeb, :live_view
+
+  require Ash.Query
+
+  alias Mv.MembershipFees
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.Membership.Member
+  alias MvWeb.Helpers.MembershipFeeHelpers
+
+  @impl true
+  def render(assigns) do
+    ~H"""
+    <Layouts.app flash={@flash} current_user={@current_user}>
+      <.header>
+        {@page_title}
+        <:subtitle>
+          {gettext("Use this form to manage membership fee types in your database.")}
+        </:subtitle>
+      </.header>
+
+      <.form
+        class="max-w-xl"
+        for={@form}
+        id="membership-fee-type-form"
+        phx-change="validate"
+        phx-submit="save"
+      >
+        <.input field={@form[:name]} type="text" label={gettext("Name")} required />
+
+        <.input
+          field={@form[:amount]}
+          label={gettext("Amount")}
+          required
+          phx-debounce="blur"
+        />
+
+        <div class="form-control">
+          <label class="label" for="membership-fee-type-form_interval">
+            <span class="label-text font-semibold">
+              {gettext("Interval")}
+              <span
+                :if={is_nil(@membership_fee_type)}
+                class="text-red-700 tooltip tooltip-right"
+                data-tip={gettext("This field cannot be empty")}
+              >
+                *
+              </span>
+            </span>
+          </label>
+          <select
+            class={[
+              "select select-bordered w-full",
+              @form.errors[:interval] && "select-error"
+            ]}
+            disabled={!is_nil(@membership_fee_type)}
+            name="membership_fee_type[interval]"
+            id="membership-fee-type-form_interval"
+            required={is_nil(@membership_fee_type)}
+            aria-label={gettext("Interval")}
+          >
+            <option value="">{gettext("Select interval")}</option>
+            <option
+              value="monthly"
+              selected={@form[:interval].value == :monthly || @form[:interval].value == "monthly"}
+            >
+              {gettext("Monthly")}
+            </option>
+            <option
+              value="quarterly"
+              selected={@form[:interval].value == :quarterly || @form[:interval].value == "quarterly"}
+            >
+              {gettext("Quarterly")}
+            </option>
+            <option
+              value="half_yearly"
+              selected={
+                @form[:interval].value == :half_yearly || @form[:interval].value == "half_yearly"
+              }
+            >
+              {gettext("Half-yearly")}
+            </option>
+            <option
+              value="yearly"
+              selected={@form[:interval].value == :yearly || @form[:interval].value == "yearly"}
+            >
+              {gettext("Yearly")}
+            </option>
+          </select>
+          <%= if @form.errors[:interval] do %>
+            <%= for error <- List.wrap(@form.errors[:interval]) do %>
+              <% {msg, _opts} = if is_tuple(error), do: error, else: {error, []} %>
+              <p class="mt-1.5 flex gap-2 items-center text-sm text-error">
+                <.icon name="hero-exclamation-circle" class="size-5" />
+                {msg}
+              </p>
+            <% end %>
+          <% end %>
+          <%= if !is_nil(@membership_fee_type) do %>
+            <label class="label">
+              <span class="label-text-alt text-base-content/60">
+                {gettext("Interval cannot be changed after creation.")}
+              </span>
+            </label>
+          <% end %>
+        </div>
+
+        <.input
+          field={@form[:description]}
+          type="textarea"
+          label={gettext("Description")}
+          rows="3"
+        />
+
+        <div class="mt-4">
+          <.button phx-disable-with={gettext("Saving...")} variant="primary" type="submit">
+            {gettext("Save Membership Fee Type")}
+          </.button>
+          <.button navigate={return_path(@return_to, @membership_fee_type)} type="button">
+            {gettext("Cancel")}
+          </.button>
+        </div>
+      </.form>
+
+      <%!-- Amount Change Warning Modal --%>
+      <%= if @show_amount_warning do %>
+        <dialog id="amount-warning-modal" class="modal modal-open">
+          <div class="modal-box">
+            <h2 class="text-lg font-bold">{gettext("Change Amount?")}</h2>
+            <div class="py-4 space-y-4">
+              <div class="alert alert-warning">
+                <.icon name="hero-exclamation-triangle" class="size-5" />
+                <div>
+                  <p class="font-semibold">
+                    {gettext("Changing the amount will affect %{count} member(s).",
+                      count: @affected_member_count
+                    )}
+                  </p>
+                  <p class="mt-2 text-sm">
+                    {gettext("Future unpaid cycles will be regenerated with the new amount.")}
+                  </p>
+                  <p class="mt-2 text-sm">
+                    {gettext("Already paid cycles will remain with the old amount.")}
+                  </p>
+                </div>
+              </div>
+
+              <div class="space-y-2">
+                <div class="flex justify-between">
+                  <span class="text-base-content/70">{gettext("Current amount")}:</span>
+                  <span class="font-mono font-semibold">
+                    {MembershipFeeHelpers.format_currency(@old_amount)}
+                  </span>
+                </div>
+                <div class="flex justify-between">
+                  <span class="text-base-content/70">{gettext("New amount")}:</span>
+                  <span class="font-mono font-semibold text-base-content">
+                    {MembershipFeeHelpers.format_currency(@new_amount)}
+                  </span>
+                </div>
+              </div>
+            </div>
+
+            <div class="modal-action">
+              <button
+                type="button"
+                phx-click="cancel_amount_change"
+                class="btn"
+              >
+                {gettext("Cancel")}
+              </button>
+              <button
+                type="button"
+                phx-click="confirm_amount_change"
+                class="btn btn-primary"
+              >
+                {gettext("Confirm Change")}
+              </button>
+            </div>
+          </div>
+        </dialog>
+      <% end %>
+    </Layouts.app>
+    """
+  end
+
+  @impl true
+  def mount(params, _session, socket) do
+    membership_fee_type =
+      case params["id"] do
+        nil -> nil
+        id -> Ash.get!(MembershipFeeType, id, domain: MembershipFees)
+      end
+
+    page_title =
+      if is_nil(membership_fee_type),
+        do: gettext("New Membership Fee Type"),
+        else: gettext("Edit Membership Fee Type")
+
+    {:ok,
+     socket
+     |> assign(:return_to, return_to(params["return_to"]))
+     |> assign(:membership_fee_type, membership_fee_type)
+     |> assign(:page_title, page_title)
+     |> assign(:show_amount_warning, false)
+     |> assign(:old_amount, nil)
+     |> assign(:new_amount, nil)
+     |> assign(:affected_member_count, 0)
+     |> assign(:pending_amount, nil)
+     |> assign_form()}
+  end
+
+  defp return_to("index"), do: "index"
+  defp return_to(_), do: "index"
+
+  @impl true
+  def handle_event("validate", %{"membership_fee_type" => params}, socket) do
+    # Merge with existing form values to preserve unchanged fields
+    # Extract values directly from form fields to get current state
+    existing_values = get_existing_form_values(socket.assigns.form)
+
+    # Merge existing values with new params (new params take precedence)
+    merged_params = Map.merge(existing_values, params)
+
+    # Convert interval string to atom if present
+    merged_params =
+      if Map.has_key?(merged_params, "interval") && is_binary(merged_params["interval"]) &&
+           merged_params["interval"] != "" do
+        Map.update!(merged_params, "interval", fn val ->
+          String.to_existing_atom(val)
+        end)
+      else
+        merged_params
+      end
+
+    # Let Ash handle validation automatically - it will validate Decimal format
+    validated_form = AshPhoenix.Form.validate(socket.assigns.form, merged_params)
+
+    # Check if amount changed on edit
+    socket = check_amount_change(socket, merged_params)
+
+    {:noreply, assign(socket, form: validated_form)}
+  end
+
+  def handle_event("cancel_amount_change", _params, socket) do
+    # Reset form to original amount
+    form = socket.assigns.form
+
+    original_amount =
+      if socket.assigns.membership_fee_type do
+        socket.assigns.membership_fee_type.amount
+      else
+        Decimal.new("0")
+      end
+
+    # Update form with original amount
+    updated_form =
+      AshPhoenix.Form.validate(form, %{
+        "amount" => Decimal.to_string(original_amount)
+      })
+
+    {:noreply,
+     socket
+     |> assign(:form, updated_form)
+     |> assign(:show_amount_warning, false)
+     |> assign(:pending_amount, nil)}
+  end
+
+  def handle_event("confirm_amount_change", _params, socket) do
+    # Update form with pending amount and hide warning
+    # Preserve all existing form values (name, description, etc.)
+    form = socket.assigns.form
+    existing_values = get_existing_form_values(form)
+
+    updated_form =
+      if socket.assigns.pending_amount do
+        # Merge existing values with confirmed amount to preserve all fields
+        merged_params = Map.put(existing_values, "amount", socket.assigns.pending_amount)
+        AshPhoenix.Form.validate(form, merged_params)
+      else
+        form
+      end
+
+    {:noreply,
+     socket
+     |> assign(:form, updated_form)
+     |> assign(:show_amount_warning, false)
+     |> assign(:pending_amount, nil)}
+  end
+
+  def handle_event("save", %{"membership_fee_type" => params}, socket) do
+    # If amount warning was shown but not confirmed, don't save
+    if socket.assigns.show_amount_warning do
+      {:noreply, put_flash(socket, :error, gettext("Please confirm the amount change first"))}
+    else
+      case AshPhoenix.Form.submit(socket.assigns.form, params: params) do
+        {:ok, membership_fee_type} ->
+          notify_parent({:saved, membership_fee_type})
+
+          socket =
+            socket
+            |> put_flash(:info, gettext("Membership fee type saved successfully"))
+            |> push_navigate(to: return_path(socket.assigns.return_to, membership_fee_type))
+
+          {:noreply, socket}
+
+        {:error, form} ->
+          {:noreply, assign(socket, form: form)}
+      end
+    end
+  end
+
+  @spec notify_parent(any()) :: any()
+  defp notify_parent(msg), do: send(self(), {__MODULE__, msg})
+
+  @spec assign_form(Phoenix.LiveView.Socket.t()) :: Phoenix.LiveView.Socket.t()
+  defp assign_form(%{assigns: %{membership_fee_type: membership_fee_type}} = socket) do
+    form =
+      if membership_fee_type do
+        AshPhoenix.Form.for_update(
+          membership_fee_type,
+          :update,
+          domain: MembershipFees,
+          as: "membership_fee_type"
+        )
+      else
+        AshPhoenix.Form.for_create(
+          MembershipFeeType,
+          :create,
+          domain: MembershipFees,
+          as: "membership_fee_type"
+        )
+      end
+
+    assign(socket, form: to_form(form))
+  end
+
+  # Helper to extract existing form values to preserve them when only one field changes
+  defp get_existing_form_values(form) do
+    # Extract values directly from form fields to get current state
+    # This ensures we get the actual current values, not just initial params
+    %{}
+    |> extract_form_value(form, :name, &to_string/1)
+    |> extract_form_value(form, :amount, &format_amount_value/1)
+    |> extract_form_value(form, :interval, &format_interval_value/1)
+    |> extract_form_value(form, :description, &to_string/1)
+  end
+
+  # Helper to extract a single form field value
+  defp extract_form_value(acc, form, field, formatter) do
+    if form[field] && form[field].value do
+      Map.put(acc, to_string(field), formatter.(form[field].value))
+    else
+      acc
+    end
+  end
+
+  # Formats amount value (Decimal or string) to string
+  defp format_amount_value(%Decimal{} = amount), do: Decimal.to_string(amount, :normal)
+  defp format_amount_value(value) when is_binary(value), do: value
+  defp format_amount_value(value), do: to_string(value)
+
+  # Formats interval value (atom or string) to string
+  defp format_interval_value(value) when is_atom(value), do: Atom.to_string(value)
+  defp format_interval_value(value) when is_binary(value), do: value
+  defp format_interval_value(value), do: to_string(value)
+
+  @spec return_path(String.t(), MembershipFeeType.t() | nil) :: String.t()
+  defp return_path("index", _membership_fee_type), do: ~p"/membership_fee_types"
+
+  @spec get_affected_member_count(String.t()) :: non_neg_integer()
+  # Checks if amount changed and updates socket assigns accordingly
+  defp check_amount_change(socket, params) do
+    if socket.assigns.membership_fee_type && Map.has_key?(params, "amount") do
+      # Get current amount from form and new amount from params
+      current_form_amount = get_existing_form_values(socket.assigns.form)["amount"]
+      new_amount_str = params["amount"]
+
+      # Only check amount change if amount field is actually being changed in this validation
+      # This prevents re-triggering the warning when other fields (name, description) are edited
+      if current_form_amount != new_amount_str do
+        handle_amount_change(socket, new_amount_str, socket.assigns.membership_fee_type.amount)
+      else
+        # Amount didn't change in this validation - keep current warning state
+        # If warning was already confirmed (pending_amount is nil and show_amount_warning is false), keep it hidden
+        # If warning is shown but not confirmed, keep it shown
+        socket
+      end
+    else
+      socket
+    end
+  end
+
+  # Handles amount change detection and warning assignment
+  defp handle_amount_change(socket, new_amount_str, old_amount) do
+    case Decimal.parse(new_amount_str) do
+      {new_amount, _} when is_struct(new_amount, Decimal) ->
+        if Decimal.compare(new_amount, old_amount) != :eq do
+          show_amount_warning(socket, old_amount, new_amount, new_amount_str)
+        else
+          hide_amount_warning(socket)
+        end
+
+      :error ->
+        hide_amount_warning(socket)
+    end
+  end
+
+  # Shows amount change warning with affected member count
+  # Only calculates count if warning is being shown for the first time (false -> true)
+  defp show_amount_warning(socket, old_amount, new_amount, new_amount_str) do
+    # Only calculate count if warning is not already shown (optimization)
+    affected_count =
+      if socket.assigns.show_amount_warning do
+        # Warning already shown, reuse existing count
+        socket.assigns.affected_member_count
+      else
+        # Warning being shown for first time, calculate count
+        get_affected_member_count(socket.assigns.membership_fee_type.id)
+      end
+
+    socket
+    |> assign(:show_amount_warning, true)
+    |> assign(:old_amount, old_amount)
+    |> assign(:new_amount, new_amount)
+    |> assign(:affected_member_count, affected_count)
+    |> assign(:pending_amount, new_amount_str)
+  end
+
+  # Hides amount change warning
+  defp hide_amount_warning(socket) do
+    socket
+    |> assign(:show_amount_warning, false)
+    |> assign(:pending_amount, nil)
+  end
+
+  defp get_affected_member_count(fee_type_id) do
+    case Ash.count(Member |> Ash.Query.filter(membership_fee_type_id == ^fee_type_id)) do
+      {:ok, count} -> count
+      _ -> 0
+    end
+  end
+end

lib/mv_web/live/membership_fee_type_live/index.ex

@@ -0,0 +1,224 @@
+defmodule MvWeb.MembershipFeeTypeLive.Index do
+  @moduledoc """
+  LiveView for managing membership fee types (Admin).
+
+  ## Features
+  - List all membership fee types
+  - Display: Name, Amount, Interval, Member count
+  - Create new membership fee types
+  - Edit existing membership fee types (name, amount, description - NOT interval)
+  - Delete membership fee types (if no members assigned)
+
+  ## Permissions
+  - Admin only
+  """
+  use MvWeb, :live_view
+
+  require Ash.Query
+
+  alias Mv.MembershipFees
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.Membership
+  alias Mv.Membership.Member
+  alias MvWeb.Helpers.MembershipFeeHelpers
+
+  @impl true
+  def mount(_params, _session, socket) do
+    fee_types = load_membership_fee_types()
+    member_counts = load_member_counts(fee_types)
+
+    {:ok,
+     socket
+     |> assign(:page_title, gettext("Membership Fee Types"))
+     |> assign(:membership_fee_types, fee_types)
+     |> assign(:member_counts, member_counts)}
+  end
+
+  @impl true
+  def render(assigns) do
+    ~H"""
+    <Layouts.app flash={@flash} current_user={@current_user}>
+      <.header>
+        {gettext("Membership Fee Types")}
+        <:subtitle>
+          {gettext("Manage membership fee types for membership fees.")}
+        </:subtitle>
+        <:actions>
+          <.button variant="primary" navigate={~p"/membership_fee_types/new"}>
+            <.icon name="hero-plus" /> {gettext("New Membership Fee Type")}
+          </.button>
+        </:actions>
+      </.header>
+
+      <.table
+        id="membership_fee_types"
+        rows={@membership_fee_types}
+        row_id={fn mft -> "mft-#{mft.id}" end}
+      >
+        <:col :let={mft} label={gettext("Name")}>
+          <span class="font-medium">{mft.name}</span>
+          <p :if={mft.description} class="text-sm text-base-content/70">{mft.description}</p>
+        </:col>
+
+        <:col :let={mft} label={gettext("Amount")}>
+          <span class="font-mono">{MembershipFeeHelpers.format_currency(mft.amount)}</span>
+        </:col>
+
+        <:col :let={mft} label={gettext("Interval")}>
+          <span class="badge badge-outline">
+            {MembershipFeeHelpers.format_interval(mft.interval)}
+          </span>
+        </:col>
+
+        <:col :let={mft} label={gettext("Members")}>
+          <span class="badge badge-ghost">{get_member_count(mft, @member_counts)}</span>
+        </:col>
+
+        <:action :let={mft}>
+          <.link
+            navigate={~p"/membership_fee_types/#{mft.id}/edit"}
+            class="btn btn-ghost btn-xs"
+            aria-label={gettext("Edit membership fee type")}
+          >
+            <.icon name="hero-pencil" class="size-4" />
+          </.link>
+        </:action>
+
+        <:action :let={mft}>
+          <div
+            :if={get_member_count(mft, @member_counts) > 0}
+            class="tooltip tooltip-left"
+            data-tip={
+              gettext("Cannot delete - %{count} member(s) assigned",
+                count: get_member_count(mft, @member_counts)
+              )
+            }
+          >
+            <button
+              phx-click="delete"
+              phx-value-id={mft.id}
+              data-confirm={gettext("Are you sure?")}
+              class="btn btn-ghost btn-xs text-error opacity-50 cursor-not-allowed"
+              aria-label={
+                gettext("Cannot delete - %{count} member(s) assigned",
+                  count: get_member_count(mft, @member_counts)
+                )
+              }
+              disabled={true}
+            >
+              <.icon name="hero-trash" class="size-4" />
+            </button>
+          </div>
+          <button
+            :if={get_member_count(mft, @member_counts) == 0}
+            phx-click="delete"
+            phx-value-id={mft.id}
+            data-confirm={gettext("Are you sure?")}
+            class="btn btn-ghost btn-xs text-error"
+            aria-label={gettext("Delete membership fee type")}
+          >
+            <.icon name="hero-trash" class="size-4" />
+          </button>
+        </:action>
+      </.table>
+
+      <.info_card />
+    </Layouts.app>
+    """
+  end
+
+  @impl true
+  def handle_event("delete", %{"id" => id}, socket) do
+    fee_type = Ash.get!(MembershipFeeType, id, domain: MembershipFees)
+
+    case Ash.destroy(fee_type, domain: MembershipFees) do
+      :ok ->
+        updated_types = Enum.reject(socket.assigns.membership_fee_types, &(&1.id == id))
+        updated_counts = Map.delete(socket.assigns.member_counts, id)
+
+        {:noreply,
+         socket
+         |> assign(:membership_fee_types, updated_types)
+         |> assign(:member_counts, updated_counts)
+         |> put_flash(:info, gettext("Membership fee type deleted"))}
+
+      {:error, error} ->
+        {:noreply, put_flash(socket, :error, format_error(error))}
+    end
+  end
+
+  # Helper functions
+
+  defp load_membership_fee_types do
+    MembershipFeeType
+    |> Ash.Query.sort(name: :asc)
+    |> Ash.read!(domain: MembershipFees)
+  end
+
+  # Loads all member counts for fee types in a single query to avoid N+1 queries
+  defp load_member_counts(fee_types) do
+    fee_type_ids = Enum.map(fee_types, & &1.id)
+
+    # Load all members with membership_fee_type_id in a single query
+    members =
+      Member
+      |> Ash.Query.filter(membership_fee_type_id in ^fee_type_ids)
+      |> Ash.Query.select([:membership_fee_type_id])
+      |> Ash.read!(domain: Membership)
+
+    # Group by membership_fee_type_id and count
+    members
+    |> Enum.group_by(& &1.membership_fee_type_id)
+    |> Enum.map(fn {fee_type_id, members_list} -> {fee_type_id, length(members_list)} end)
+    |> Map.new()
+  end
+
+  # Gets member count from preloaded assigns map
+  defp get_member_count(fee_type, member_counts) do
+    Map.get(member_counts, fee_type.id, 0)
+  end
+
+  defp format_error(%Ash.Error.Invalid{} = error) do
+    Enum.map_join(error.errors, ", ", fn e -> e.message end)
+  end
+
+  defp format_error(error) when is_binary(error), do: error
+  defp format_error(_error), do: gettext("An error occurred")
+
+  # Info card explaining the membership fee type concept
+  defp info_card(assigns) do
+    ~H"""
+    <div class="card bg-base-200 mt-6">
+      <div class="card-body">
+        <h2 class="card-title">
+          <.icon name="hero-information-circle" class="size-5" />
+          {gettext("About Membership Fee Types")}
+        </h2>
+        <div class="prose prose-sm max-w-none">
+          <p>
+            {gettext(
+              "Membership fee types define different membership fee structures. Each type has a fixed interval (monthly, quarterly, half-yearly, yearly) that cannot be changed after creation."
+            )}
+          </p>
+          <ul>
+            <li>
+              <strong>{gettext("Name & Amount")}</strong>
+              - {gettext("Can be changed at any time. Amount changes affect future periods only.")}
+            </li>
+            <li>
+              <strong>{gettext("Interval")}</strong>
+              - {gettext(
+                "Fixed after creation. Members can only switch between types with the same interval."
+              )}
+            </li>
+            <li>
+              <strong>{gettext("Deletion")}</strong>
+              - {gettext("Only possible if no members are assigned to this type.")}
+            </li>
+          </ul>
+        </div>
+      </div>
+    </div>
+    """
+  end
+end

lib/mv_web/member_live/index/membership_fee_status.ex

@@ -0,0 +1,181 @@
+defmodule MvWeb.MemberLive.Index.MembershipFeeStatus do
+  @moduledoc """
+  Helper module for membership fee status display in member list view.
+
+  Provides functions to efficiently load and determine cycle status for members
+  in the list view, avoiding N+1 queries.
+  """
+
+  use Gettext, backend: MvWeb.Gettext
+
+  alias Mv.Membership.Member
+  alias MvWeb.Helpers.MembershipFeeHelpers
+
+  @doc """
+  Loads membership fee cycles for members efficiently.
+
+  Preloads cycles with membership_fee_type relationship to avoid N+1 queries.
+  Note: This loads all cycles for each member. The filtering to get the relevant
+  cycle (current or last completed) happens in `get_cycle_status_for_member/2`.
+
+  ## Parameters
+
+    - `query` - Ash query for members
+    - `show_current` - If true, get current cycle status; if false, get last completed cycle status (currently unused, kept for API compatibility)
+    - `today` - Optional date to use as reference (currently unused, kept for API compatibility)
+
+  ## Returns
+
+    Modified query with cycles loaded
+
+  ## Performance
+
+    Uses Ash.Query.load to efficiently preload cycles in a single query.
+    All cycles are loaded; filtering happens in memory in `get_cycle_status_for_member/2`.
+  """
+  @spec load_cycles_for_members(Ash.Query.t(), boolean(), Date.t() | nil) :: Ash.Query.t()
+  def load_cycles_for_members(query, _show_current \\ false, _today \\ nil) do
+    # Load membership_fee_type and cycles
+    query
+    |> Ash.Query.load([:membership_fee_type, membership_fee_cycles: [:membership_fee_type]])
+  end
+
+  @doc """
+  Gets the cycle status for a member.
+
+  Returns the status of either the last completed cycle or the current cycle,
+  depending on the `show_current` parameter.
+
+  ## Parameters
+
+    - `member` - Member struct with loaded cycles and membership_fee_type
+    - `show_current` - If true, get current cycle status; if false, get last completed cycle status
+
+  ## Returns
+
+    - `:paid`, `:unpaid`, or `:suspended` if cycle exists
+    - `nil` if no cycle exists
+
+  ## Examples
+
+      # Get last completed cycle status
+      iex> MvWeb.MemberLive.Index.MembershipFeeStatus.get_cycle_status_for_member(member, false)
+      :paid
+
+      # Get current cycle status
+      iex> MvWeb.MemberLive.Index.MembershipFeeStatus.get_cycle_status_for_member(member, true)
+      :unpaid
+  """
+  @spec get_cycle_status_for_member(Member.t(), boolean(), Date.t() | nil) ::
+          :paid | :unpaid | :suspended | nil
+  def get_cycle_status_for_member(member, show_current \\ false, today \\ nil) do
+    cycle =
+      if show_current do
+        MembershipFeeHelpers.get_current_cycle(member, today)
+      else
+        MembershipFeeHelpers.get_last_completed_cycle(member, today)
+      end
+
+    case cycle do
+      nil -> nil
+      cycle -> cycle.status
+    end
+  end
+
+  @doc """
+  Formats cycle status as a badge component.
+
+  Returns a map with badge information for rendering in templates.
+
+  ## Parameters
+
+    - `status` - Cycle status (`:paid`, `:unpaid`, `:suspended`, or `nil`)
+
+  ## Returns
+
+    Map with `:color`, `:icon`, and `:label` keys, or `nil` if status is nil
+
+  ## Examples
+
+      iex> MvWeb.MemberLive.Index.MembershipFeeStatus.format_cycle_status_badge(:paid)
+      %{color: "badge-success", icon: "hero-check-circle", label: "Paid"}
+
+      iex> MvWeb.MemberLive.Index.MembershipFeeStatus.format_cycle_status_badge(nil)
+      nil
+  """
+  @spec format_cycle_status_badge(:paid | :unpaid | :suspended | nil) ::
+          %{color: String.t(), icon: String.t(), label: String.t()} | nil
+  def format_cycle_status_badge(nil), do: nil
+
+  def format_cycle_status_badge(status) when status in [:paid, :unpaid, :suspended] do
+    %{
+      color: MembershipFeeHelpers.status_color(status),
+      icon: MembershipFeeHelpers.status_icon(status),
+      label: format_status_label(status)
+    }
+  end
+
+  @doc """
+  Filters members by cycle status (paid or unpaid).
+
+  Returns members that have the specified status in either the last completed cycle
+  or the current cycle, depending on `show_current`.
+
+  ## Parameters
+
+    - `members` - List of member structs with loaded cycles
+    - `status` - Cycle status to filter by (`:paid` or `:unpaid`)
+    - `show_current` - If true, filter by current cycle; if false, filter by last completed cycle
+
+  ## Returns
+
+    List of members with the specified cycle status
+
+  ## Examples
+
+      # Filter unpaid members in last cycle
+      iex> filter_members_by_cycle_status(members, :unpaid, false)
+      [%Member{}, ...]
+
+      # Filter paid members in current cycle
+      iex> filter_members_by_cycle_status(members, :paid, true)
+      [%Member{}, ...]
+  """
+  @spec filter_members_by_cycle_status([Member.t()], :paid | :unpaid, boolean()) :: [Member.t()]
+  def filter_members_by_cycle_status(members, status, show_current \\ false)
+      when status in [:paid, :unpaid] do
+    Enum.filter(members, fn member ->
+      member_status = get_cycle_status_for_member(member, show_current)
+      member_status == status
+    end)
+  end
+
+  @doc """
+  Filters members by unpaid cycle status.
+
+  Returns members that have unpaid cycles in either the last completed cycle
+  or the current cycle, depending on `show_current`.
+
+  ## Parameters
+
+    - `members` - List of member structs with loaded cycles
+    - `show_current` - If true, filter by current cycle; if false, filter by last completed cycle
+
+  ## Returns
+
+    List of members with unpaid cycles
+
+  ## Deprecated
+
+    This function is kept for backwards compatibility. Use `filter_members_by_cycle_status/3` instead.
+  """
+  @spec filter_unpaid_members([Member.t()], boolean()) :: [Member.t()]
+  def filter_unpaid_members(members, show_current \\ false) do
+    filter_members_by_cycle_status(members, :unpaid, show_current)
+  end
+
+  # Private helper function to format status label
+  defp format_status_label(:paid), do: gettext("Paid")
+  defp format_status_label(:unpaid), do: gettext("Unpaid")
+  defp format_status_label(:suspended), do: gettext("Suspended")
+end

lib/mv_web/router.ex

@@ -69,9 +69,16 @@ defmodule MvWeb.Router do
 
       live "/settings", GlobalSettingsLive
 
+      # Membership Fee Settings
+      live "/membership_fee_settings", MembershipFeeSettingsLive
+
+      # Membership Fee Types Management
+      live "/membership_fee_types", MembershipFeeTypeLive.Index, :index
+      live "/membership_fee_types/new", MembershipFeeTypeLive.Form, :new
+      live "/membership_fee_types/:id/edit", MembershipFeeTypeLive.Form, :edit
+
       # Contribution Management (Mock-ups)
       live "/contribution_types", ContributionTypeLive.Index, :index
-      live "/contribution_settings", ContributionSettingsLive
       live "/contributions/member/:id", ContributionPeriodLive.Show, :show
 
       post "/set_locale", LocaleController, :set_locale

lib/mv_web/translations/member_fields.ex

@@ -20,7 +20,6 @@ defmodule MvWeb.Translations.MemberFields do
   def label(:first_name), do: gettext("First Name")
   def label(:last_name), do: gettext("Last Name")
   def label(:email), do: gettext("Email")
-  def label(:paid), do: gettext("Paid")
   def label(:phone_number), do: gettext("Phone")
   def label(:join_date), do: gettext("Join Date")
   def label(:exit_date), do: gettext("Exit Date")