feat(member): add period-scoped unpaid-cycle payment-aging model
Counts each member's unpaid billing cycles that fall inside the selected period. Cycle boundaries are member-relative — derived from each member's fee-type interval — so "the current cycle" spans different calendar dates per member.
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@ -717,6 +717,25 @@ defmodule Mv.Membership.Member do
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constraints one_of: [:unpaid, :paid, :suspended]
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end
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calculate :unpaid_cycle_count,
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:integer,
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expr(
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count(membership_fee_cycles,
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query: [
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filter:
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expr(
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status == :unpaid and
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(is_nil(^arg(:period_from)) or cycle_end >= ^arg(:period_from)) and
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(is_nil(^arg(:period_to)) or cycle_end <= ^arg(:period_to))
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)
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]
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)
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) do
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description "Count of the member's unpaid cycles whose cycle_end is within the given period"
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argument :period_from, :date, allow_nil?: true
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argument :period_to, :date, allow_nil?: true
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end
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calculate :overdue_count, :integer do
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description "Count of unpaid cycles that have already ended (cycle_end < today)"
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# Automatically load cycles with all attributes and membership_fee_type
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@ -38,6 +38,12 @@ defmodule Mv.Constants do
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@custom_date_filter_prefix "cdf_"
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@payment_period_from_param "pay_from"
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@payment_period_to_param "pay_to"
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@payment_filter_param "pay_filter"
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@max_boolean_filters 50
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@max_mailto_bulk_recipients 50
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@ -162,6 +168,38 @@ defmodule Mv.Constants do
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"""
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def custom_date_filter_prefix, do: @custom_date_filter_prefix
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@doc """
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Returns the URL parameter name for the payment-aging period lower bound
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(ISO-8601 date; scopes both the payment column and the payment filter).
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## Examples
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iex> Mv.Constants.payment_period_from_param()
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"pay_from"
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"""
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def payment_period_from_param, do: @payment_period_from_param
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@doc """
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Returns the URL parameter name for the payment-aging period upper bound.
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## Examples
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iex> Mv.Constants.payment_period_to_param()
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"pay_to"
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"""
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def payment_period_to_param, do: @payment_period_to_param
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@doc """
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Returns the URL parameter name for the payment-count filter
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(`fully_paid` | `unpaid_1` | `unpaid_2` | `unpaid_3`).
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## Examples
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iex> Mv.Constants.payment_filter_param()
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"pay_filter"
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"""
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def payment_filter_param, do: @payment_filter_param
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@doc """
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Returns the maximum number of boolean custom field filters allowed per request.
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131
lib/mv_web/live/member_live/index/payment_aging.ex
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131
lib/mv_web/live/member_live/index/payment_aging.ex
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@ -0,0 +1,131 @@
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defmodule MvWeb.MemberLive.Index.PaymentAging do
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@moduledoc """
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Period-scoped payment aging for the member overview.
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The overview presents payment as an accounts-receivable aging count: per
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member, the number of that member's cycles with `status == :unpaid` whose
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denormalized `cycle_end` falls inside an active period. The period is a view
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dimension that scopes the column and the payment filter together; its default
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is **all outstanding** (both bounds nil → all time). Suspended cycles are
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excluded from the count but surfaced separately in the badge tooltip.
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This module owns:
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* the period value shape and its default,
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* URL param encode/decode for the period,
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* the badge descriptor derived from a count,
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* the open-cycles list (unpaid + suspended, member-relative) that backs the
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badge tooltip.
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The count itself is computed DB-side by the `unpaid_cycle_count` calculation
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on `Mv.Membership.Member`; `open_cycles/2` works over already-loaded cycles.
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"""
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use Gettext, backend: MvWeb.Gettext
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alias Mv.Constants
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alias MvWeb.Helpers.MembershipFeeHelpers
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@type period :: %{from: Date.t() | nil, to: Date.t() | nil}
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@payment_period_from_param Constants.payment_period_from_param()
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@payment_period_to_param Constants.payment_period_to_param()
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@doc """
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The default period: all outstanding cycles, all time (both bounds nil).
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"""
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@spec default_period() :: period()
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def default_period, do: %{from: nil, to: nil}
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@doc """
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Decodes URL params into a period. Absent or malformed ISO-8601 bounds fall
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back to nil, so no params yields the all-outstanding default.
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"""
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@spec parse_period(map()) :: period()
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def parse_period(params) when is_map(params) do
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%{
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from: parse_date(Map.get(params, @payment_period_from_param)),
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to: parse_date(Map.get(params, @payment_period_to_param))
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}
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end
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@doc """
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Encodes a period into URL params. A nil bound is omitted; the default period
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encodes to the empty map (a fresh URL is the canonical default).
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"""
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@spec to_params(period()) :: %{optional(String.t()) => String.t()}
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def to_params(%{from: from, to: to}) do
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%{}
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|> maybe_put_date(@payment_period_from_param, from)
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|> maybe_put_date(@payment_period_to_param, to)
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end
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def to_params(_), do: %{}
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@doc """
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Badge descriptor for an unpaid-cycle count. A count of 0 reads "Paid"
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(success); a positive count reads "N unpaid" (error).
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"""
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@spec badge(non_neg_integer()) :: %{
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variant: atom(),
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label: String.t(),
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count: non_neg_integer()
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}
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def badge(0), do: %{variant: :success, label: gettext("Paid"), count: 0}
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def badge(count) when is_integer(count) and count > 0 do
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%{
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variant: MembershipFeeHelpers.status_variant(:unpaid),
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label: gettext("%{count} unpaid", count: count),
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count: count
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}
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end
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@doc """
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Splits a member's loaded cycles into the open (unpaid) and suspended cycles
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whose `cycle_end` falls inside `period`, both sorted by `cycle_end`. Paid
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cycles and cycles outside the period are dropped. Used to render the badge
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tooltip. Expects `membership_fee_cycles` to be loaded on the member.
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"""
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@spec open_cycles(map(), period()) :: %{unpaid: [map()], suspended: [map()]}
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def open_cycles(member, %{from: from, to: to}) do
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cycles = in_period_cycles(member, from, to)
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%{
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unpaid: cycles |> Enum.filter(&(&1.status == :unpaid)) |> sort_by_end(),
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suspended: cycles |> Enum.filter(&(&1.status == :suspended)) |> sort_by_end()
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}
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end
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defp in_period_cycles(member, from, to) do
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case Map.get(member, :membership_fee_cycles) do
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cycles when is_list(cycles) -> Enum.filter(cycles, &in_period?(&1.cycle_end, from, to))
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_ -> []
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end
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end
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defp in_period?(%Date{} = cycle_end, from, to) do
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(is_nil(from) or Date.compare(cycle_end, from) != :lt) and
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(is_nil(to) or Date.compare(cycle_end, to) != :gt)
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end
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defp in_period?(_, _, _), do: false
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defp sort_by_end(cycles), do: Enum.sort_by(cycles, & &1.cycle_end, Date)
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defp maybe_put_date(params, _key, nil), do: params
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defp maybe_put_date(params, key, %Date{} = date),
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do: Map.put(params, key, Date.to_iso8601(date))
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defp parse_date(nil), do: nil
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defp parse_date(value) when is_binary(value) do
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case Date.from_iso8601(String.trim(value)) do
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{:ok, date} -> date
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_ -> nil
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end
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end
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defp parse_date(_), do: nil
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end
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