test: Add role tag support to ConnCase and fix test issues

- Add role tag support (@tag role: :admin/:member/:unauthenticated) to ConnCase
- Fix Keyword.get -> Map.get for tags Map
- Remove duplicate test file index_display_name_test.exs
- Fix CustomField creation in tests (remove slug, use :string instead of :text)
- Fix CustomFieldValue value format to use _union_type/_union_value

test/mv_web/member_live/form_membership_fee_type_test.exs

@@ -150,4 +150,153 @@ defmodule MvWeb.MemberLive.FormMembershipFeeTypeTest do
       assert html =~ fee_type.name || html =~ "selected"
     end
   end
+
+  describe "custom field value preservation" do
+    test "custom field values preserved when membership fee type changes", %{
+      conn: conn,
+      current_user: admin_user
+    } do
+      # Create custom field
+      custom_field =
+        Mv.Membership.CustomField
+        |> Ash.Changeset.for_create(:create, %{
+          name: "Test Field",
+          value_type: :string,
+          required: false
+        })
+        |> Ash.create!()
+
+      # Create two fee types with same interval
+      fee_type1 = create_fee_type(%{name: "Type 1", interval: :yearly})
+      fee_type2 = create_fee_type(%{name: "Type 2", interval: :yearly})
+
+      # Create member with fee type 1 and custom field value
+      member =
+        Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          membership_fee_type_id: fee_type1.id
+        })
+        |> Ash.create!(actor: admin_user)
+
+      # Add custom field value
+      Mv.Membership.CustomFieldValue
+      |> Ash.Changeset.for_create(:create, %{
+        member_id: member.id,
+        custom_field_id: custom_field.id,
+        value: %{"_union_type" => "string", "_union_value" => "Test Value"}
+      })
+      |> Ash.create!(actor: admin_user)
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}/edit")
+
+      # Change membership fee type dropdown
+      html =
+        view
+        |> form("#member-form", %{"member[membership_fee_type_id]" => fee_type2.id})
+        |> render_change()
+
+      # Verify custom field value is still present (check for field name or value)
+      assert html =~ custom_field.name || html =~ "Test Value"
+    end
+
+    test "union/typed values roundtrip correctly", %{conn: conn, current_user: admin_user} do
+      # Create date custom field
+      custom_field =
+        Mv.Membership.CustomField
+        |> Ash.Changeset.for_create(:create, %{
+          name: "Date Field",
+          value_type: :date,
+          required: false
+        })
+        |> Ash.create!()
+
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create member with date custom field value
+      member =
+        Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          membership_fee_type_id: fee_type.id
+        })
+        |> Ash.create!(actor: admin_user)
+
+      test_date = ~D[2024-01-15]
+
+      # Add date custom field value
+      Mv.Membership.CustomFieldValue
+      |> Ash.Changeset.for_create(:create, %{
+        member_id: member.id,
+        custom_field_id: custom_field.id,
+        value: %{"_union_type" => "date", "_union_value" => test_date}
+      })
+      |> Ash.create!(actor: admin_user)
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}/edit")
+
+      # Trigger validation (simulates dropdown change)
+      html =
+        view
+        |> form("#member-form", %{"member[membership_fee_type_id]" => fee_type.id})
+        |> render_change()
+
+      # Verify date value is still present (check for date input or formatted date)
+      assert html =~ "2024" || html =~ "date"
+    end
+
+    test "removing custom field values works correctly", %{conn: conn, current_user: admin_user} do
+      # Create custom field
+      custom_field =
+        Mv.Membership.CustomField
+        |> Ash.Changeset.for_create(:create, %{
+          name: "Test Field",
+          value_type: :string,
+          required: false
+        })
+        |> Ash.create!()
+
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create member with custom field value
+      member =
+        Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          membership_fee_type_id: fee_type.id
+        })
+        |> Ash.create!(actor: admin_user)
+
+      # Add custom field value
+      _cfv =
+        Mv.Membership.CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member.id,
+          custom_field_id: custom_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "Test Value"}
+        })
+        |> Ash.create!(actor: admin_user)
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}/edit")
+
+      # Change membership fee type to trigger validation
+      # This should preserve the custom field value
+      html =
+        view
+        |> form("#member-form", %{
+          "member[membership_fee_type_id]" => fee_type.id
+        })
+        |> render_change()
+
+      # Form should still be valid and custom field value should be preserved
+      # The custom field value should still be visible in the form
+      assert html =~ "Test Value" || html =~ custom_field.name
+    end
+  end
 end