diff --git a/lib/membership/member.ex b/lib/membership/member.ex index 476501c..6ab6668 100644 --- a/lib/membership/member.ex +++ b/lib/membership/member.ex @@ -117,6 +117,9 @@ defmodule Mv.Membership.Member do # Requires both join_date and membership_fee_type_id to be present change Mv.MembershipFees.Changes.SetMembershipFeeStartDate + # Sync member to Vereinfacht as finance contact (if configured) + change Mv.Vereinfacht.Changes.SyncContact + # 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, @@ -190,6 +193,9 @@ defmodule Mv.Membership.Member do where [changing(:membership_fee_type_id)] end + # Sync member to Vereinfacht as finance contact (if configured) + change Mv.Vereinfacht.Changes.SyncContact + # 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 @@ -243,6 +249,13 @@ defmodule Mv.Membership.Member do end) end + # Internal: set vereinfacht_contact_id after syncing with Vereinfacht API. + # Not exposed via code interface; used only by Mv.Vereinfacht.Changes.SyncContact. + update :set_vereinfacht_contact_id do + require_atomic? false + accept [:vereinfacht_contact_id] + end + # Action to handle fuzzy search on specific fields read :search do argument :query, :string, allow_nil?: true @@ -320,6 +333,12 @@ defmodule Mv.Membership.Member do authorize_if Mv.Authorization.Checks.HasPermission end + # Internal sync action: allow setting vereinfacht_contact_id (used only by SyncContact change). + policy action(:set_vereinfacht_contact_id) do + description "Allow internal sync to set Vereinfacht contact ID" + authorize_if always() + end + # CREATE/UPDATE: Forbid member–user link unless admin, then check permissions # ForbidMemberUserLinkUnlessAdmin: only admins may pass :user (link or unlink via nil/empty). # HasPermission: :own_data → update linked; :read_only → no update; :normal_user/admin → update all. @@ -593,6 +612,14 @@ defmodule Mv.Membership.Member do public? true description "Date from which membership fees should be calculated" end + + # Vereinfacht accounting software integration: ID of the finance contact synced via API. + # Set by Mv.Vereinfacht.Changes.SyncContact; not accepted in create/update actions. + attribute :vereinfacht_contact_id, :string do + allow_nil? true + public? true + description "ID of the finance contact in Vereinfacht (set by sync)" + end end relationships do @@ -1275,7 +1302,10 @@ defmodule Mv.Membership.Member do # Extracts custom field values from existing member data (update scenario) defp extract_existing_values(member_data, changeset) do - actor = Map.get(changeset.context, :actor) + actor = + Map.get(changeset.context, :actor) || + Mv.Helpers.SystemActor.get_system_actor() + opts = Helpers.ash_actor_opts(actor) case Ash.load(member_data, :custom_field_values, opts) do diff --git a/lib/mv/application.ex b/lib/mv/application.ex index ea0c78e..1967ddd 100644 --- a/lib/mv/application.ex +++ b/lib/mv/application.ex @@ -7,6 +7,8 @@ defmodule Mv.Application do @impl true def start(_type, _args) do + Mv.Vereinfacht.SyncFlash.create_table!() + children = [ MvWeb.Telemetry, Mv.Repo, diff --git a/lib/mv/vereinfacht/changes/sync_contact.ex b/lib/mv/vereinfacht/changes/sync_contact.ex new file mode 100644 index 0000000..4ea6cc8 --- /dev/null +++ b/lib/mv/vereinfacht/changes/sync_contact.ex @@ -0,0 +1,54 @@ +defmodule Mv.Vereinfacht.Changes.SyncContact do + @moduledoc """ + Syncs a member to Vereinfacht as a finance contact after create/update. + + - If the member has no `vereinfacht_contact_id`, creates a contact via API and saves the ID. + - If the member already has an ID, updates the contact via API. + Runs in `after_transaction` so the member is persisted first. API failures are logged + but do not block the member operation. Requires Vereinfacht to be configured + (Mv.Config.vereinfacht_configured?/0). + """ + use Ash.Resource.Change + + require Logger + + @impl true + def change(changeset, _opts, _context) do + if Mv.Config.vereinfacht_configured?() do + Ash.Changeset.after_transaction(changeset, &sync_after_transaction/2) + else + changeset + end + end + + # Ash calls after_transaction with (changeset, result) only - 2 args. + defp sync_after_transaction(_changeset, {:ok, member}) do + case Mv.Vereinfacht.sync_member(member) do + :ok -> + Mv.Vereinfacht.SyncFlash.store(to_string(member.id), :ok, "Synced to Vereinfacht.") + {:ok, member} + + {:ok, member_updated} -> + Mv.Vereinfacht.SyncFlash.store( + to_string(member_updated.id), + :ok, + "Synced to Vereinfacht." + ) + + {:ok, member_updated} + + {:error, reason} -> + Logger.warning("Vereinfacht sync failed for member #{member.id}: #{inspect(reason)}") + + Mv.Vereinfacht.SyncFlash.store( + to_string(member.id), + :warning, + Mv.Vereinfacht.format_error(reason) + ) + + {:ok, member} + end + end + + defp sync_after_transaction(_changeset, error), do: error +end diff --git a/lib/mv/vereinfacht/changes/sync_linked_member_after_user_change.ex b/lib/mv/vereinfacht/changes/sync_linked_member_after_user_change.ex new file mode 100644 index 0000000..e5cb599 --- /dev/null +++ b/lib/mv/vereinfacht/changes/sync_linked_member_after_user_change.ex @@ -0,0 +1,64 @@ +defmodule Mv.Vereinfacht.Changes.SyncLinkedMemberAfterUserChange do + @moduledoc """ + Syncs the linked Member to Vereinfacht after a User action that may have updated + the member's email via Ecto (e.g. User email change → SyncUserEmailToMember). + + Attach to any User action that uses SyncUserEmailToMember. After the transaction + commits, if the user has a linked member and Vereinfacht is configured, syncs + that member to the API. Failures are logged but do not affect the User result. + """ + use Ash.Resource.Change + + require Logger + alias Mv.Membership.Member + alias Mv.Membership + alias Mv.Helpers.SystemActor + alias Mv.Helpers + + @impl true + def change(changeset, _opts, _context) do + if Mv.Config.vereinfacht_configured?() do + Ash.Changeset.after_transaction(changeset, &sync_linked_member_after_transaction/2) + else + changeset + end + end + + defp sync_linked_member_after_transaction(_changeset, {:ok, user}) do + case load_linked_member(user) do + nil -> + {:ok, user} + + member -> + case Mv.Vereinfacht.sync_member(member) do + :ok -> + {:ok, user} + + {:ok, _} -> + {:ok, user} + + {:error, reason} -> + Logger.warning( + "Vereinfacht sync failed for member #{member.id} (linked to user #{user.id}): #{inspect(reason)}" + ) + + {:ok, user} + end + end + end + + defp sync_linked_member_after_transaction(_changeset, result), do: result + + defp load_linked_member(%{member_id: nil}), do: nil + defp load_linked_member(%{member_id: ""}), do: nil + + defp load_linked_member(user) do + actor = SystemActor.get_system_actor() + opts = Helpers.ash_actor_opts(actor) + + case Ash.get(Member, user.member_id, [domain: Membership] ++ opts) do + {:ok, %Member{} = member} -> member + _ -> nil + end + end +end diff --git a/lib/mv/vereinfacht/client.ex b/lib/mv/vereinfacht/client.ex new file mode 100644 index 0000000..05eff58 --- /dev/null +++ b/lib/mv/vereinfacht/client.ex @@ -0,0 +1,222 @@ +defmodule Mv.Vereinfacht.Client do + @moduledoc """ + HTTP client for the Vereinfacht accounting software JSON:API. + + Creates and updates finance contacts. Uses Bearer token authentication and + requires club ID for multi-tenancy. Configuration via ENV or Settings + (see Mv.Config). + """ + require Logger + + @content_type "application/vnd.api+json" + + @doc """ + Creates a finance contact in Vereinfacht for the given member. + + Returns the contact ID on success. Does not update the member record; + the caller (e.g. SyncContact change) must persist `vereinfacht_contact_id`. + + ## Options + - None; URL, API key, and club ID are read from Mv.Config. + + ## Examples + + iex> create_contact(member) + {:ok, "242"} + + iex> create_contact(member) + {:error, {:http, 401, "Unauthenticated."}} + """ + @spec create_contact(struct()) :: {:ok, String.t()} | {:error, term()} + def create_contact(member) do + base_url = base_url() + api_key = api_key() + club_id = club_id() + + if is_nil(base_url) or is_nil(api_key) or is_nil(club_id) do + {:error, :not_configured} + else + body = build_create_body(member, club_id) + url = base_url |> String.trim_trailing("/") |> then(&"#{&1}/finance-contacts") + post_and_parse_contact(url, body, api_key) + end + end + + defp post_and_parse_contact(url, body, api_key) do + # Req expects body to be iodata (e.g. string); a raw map causes ArgumentError. + encoded_body = Jason.encode!(body) + + case Req.post(url, + body: encoded_body, + headers: headers(api_key), + receive_timeout: 15_000 + ) do + {:ok, %{status: 201, body: resp_body}} -> + case get_contact_id_from_response(resp_body) do + nil -> {:error, {:invalid_response, resp_body}} + id -> {:ok, id} + end + + {:ok, %{status: status, body: resp_body}} -> + {:error, {:http, status, extract_error_message(resp_body)}} + + {:error, reason} -> + {:error, {:request_failed, reason}} + end + end + + @doc """ + Updates an existing finance contact in Vereinfacht. + + Only sends attributes that are typically synced from the member (name, email, + address fields). Returns the same contact_id on success. + + ## Examples + + iex> update_contact("242", member) + {:ok, "242"} + + iex> update_contact("242", member) + {:error, {:http, 404, "Not Found"}} + """ + @spec update_contact(String.t(), struct()) :: {:ok, String.t()} | {:error, term()} + def update_contact(contact_id, member) when is_binary(contact_id) do + base_url = base_url() + api_key = api_key() + + if is_nil(base_url) or is_nil(api_key) do + {:error, :not_configured} + else + body = build_update_body(contact_id, member) + encoded_body = Jason.encode!(body) + + url = + base_url + |> String.trim_trailing("/") + |> then(&"#{&1}/finance-contacts/#{contact_id}") + + case Req.patch(url, + body: encoded_body, + headers: headers(api_key), + receive_timeout: 15_000 + ) do + {:ok, %{status: 200, body: _resp_body}} -> + {:ok, contact_id} + + {:ok, %{status: status, body: body}} -> + {:error, {:http, status, extract_error_message(body)}} + + {:error, reason} -> + {:error, {:request_failed, reason}} + end + end + end + + @doc """ + Fetches a single finance contact from Vereinfacht (GET /finance-contacts/:id). + + Returns the full response body (decoded JSON) for debugging/display. + """ + @spec get_contact(String.t()) :: {:ok, map()} | {:error, term()} + def get_contact(contact_id) when is_binary(contact_id) do + base_url = base_url() + api_key = api_key() + + if is_nil(base_url) or is_nil(api_key) do + {:error, :not_configured} + else + url = + base_url + |> String.trim_trailing("/") + |> then(&"#{&1}/finance-contacts/#{contact_id}") + + case Req.get(url, + headers: headers(api_key), + receive_timeout: 15_000 + ) do + {:ok, %{status: 200, body: body}} when is_map(body) -> + {:ok, body} + + {:ok, %{status: status, body: body}} -> + {:error, {:http, status, extract_error_message(body)}} + + {:error, reason} -> + {:error, {:request_failed, reason}} + end + end + end + + defp base_url, do: Mv.Config.vereinfacht_api_url() + defp api_key, do: Mv.Config.vereinfacht_api_key() + defp club_id, do: Mv.Config.vereinfacht_club_id() + + defp headers(api_key) do + [ + {"Accept", @content_type}, + {"Content-Type", @content_type}, + {"Authorization", "Bearer #{api_key}"} + ] + end + + defp build_create_body(member, club_id) do + attributes = member_to_attributes(member) + + %{ + "data" => %{ + "type" => "finance-contacts", + "attributes" => attributes, + "relationships" => %{ + "club" => %{ + "data" => %{"type" => "clubs", "id" => club_id} + } + } + } + } + end + + defp build_update_body(contact_id, member) do + attributes = member_to_attributes(member) + + %{ + "data" => %{ + "type" => "finance-contacts", + "id" => contact_id, + "attributes" => attributes + } + } + end + + defp member_to_attributes(member) do + address = + [member |> Map.get(:street), member |> Map.get(:house_number)] + |> Enum.reject(&is_nil/1) + |> Enum.map_join(" ", &to_string/1) + |> then(fn s -> if s == "", do: nil, else: s end) + + %{} + |> put_attr("lastName", member |> Map.get(:last_name)) + |> put_attr("firstName", member |> Map.get(:first_name)) + |> put_attr("email", member |> Map.get(:email)) + |> put_attr("address", address) + |> put_attr("zipCode", member |> Map.get(:postal_code)) + |> put_attr("city", member |> Map.get(:city)) + |> Map.put("contactType", "person") + |> Enum.reject(fn {_k, v} -> is_nil(v) end) + |> Map.new() + end + + defp put_attr(acc, _key, nil), do: acc + defp put_attr(acc, key, value), do: Map.put(acc, key, to_string(value)) + + defp get_contact_id_from_response(%{"data" => %{"id" => id}}) when is_binary(id), do: id + + defp get_contact_id_from_response(%{"data" => %{"id" => id}}) when is_integer(id), + do: to_string(id) + + defp get_contact_id_from_response(_), do: nil + + defp extract_error_message(%{"errors" => [%{"detail" => d} | _]}) when is_binary(d), do: d + defp extract_error_message(%{"errors" => [%{"title" => t} | _]}) when is_binary(t), do: t + defp extract_error_message(body) when is_map(body), do: inspect(body) + defp extract_error_message(other), do: inspect(other) +end diff --git a/lib/mv/vereinfacht/sync_flash.ex b/lib/mv/vereinfacht/sync_flash.ex new file mode 100644 index 0000000..fb062cd --- /dev/null +++ b/lib/mv/vereinfacht/sync_flash.ex @@ -0,0 +1,44 @@ +defmodule Mv.Vereinfacht.SyncFlash do + @moduledoc """ + Short-lived store for Vereinfacht sync results so the UI can show them after save. + + The SyncContact change runs in after_transaction and cannot access the LiveView + socket. This module stores a message keyed by member_id; the form LiveView + calls `take/1` after a successful save and displays the message in flash. + """ + @table :vereinfacht_sync_flash + + @doc """ + Stores a sync result for the given member. Overwrites any previous message. + + - `:ok` - Sync succeeded (optional user message). + - `:warning` - Sync failed; message should be shown as a warning. + """ + @spec store(String.t(), :ok | :warning, String.t()) :: :ok + def store(member_id, kind, message) when is_binary(member_id) do + :ets.insert(@table, {member_id, {kind, message}}) + :ok + end + + @doc """ + Takes and removes the stored sync message for the given member. + + Returns `{kind, message}` if present, otherwise `nil`. + """ + @spec take(String.t()) :: {:ok | :warning, String.t()} | nil + def take(member_id) when is_binary(member_id) do + case :ets.take(@table, member_id) do + [{^member_id, value}] -> value + [] -> nil + end + end + + @doc false + def create_table! do + if :ets.whereis(@table) == :undefined do + :ets.new(@table, [:set, :public, :named_table]) + end + + :ok + end +end diff --git a/lib/mv/vereinfacht/vereinfacht.ex b/lib/mv/vereinfacht/vereinfacht.ex new file mode 100644 index 0000000..7ca6d37 --- /dev/null +++ b/lib/mv/vereinfacht/vereinfacht.ex @@ -0,0 +1,134 @@ +defmodule Mv.Vereinfacht do + @moduledoc """ + Business logic for Vereinfacht accounting software integration. + + - `sync_member/1` – Sync a single member to the API (create or update contact). + Used by Member create/update (SyncContact) and by User actions that update + the linked member's email via Ecto (e.g. user email change). + - `sync_members_without_contact/0` – Bulk sync of members without a contact ID. + """ + require Ash.Query + alias Mv.Vereinfacht.Client + alias Mv.Membership.Member + alias Mv.Helpers.SystemActor + alias Mv.Helpers + + @doc """ + Syncs a single member to Vereinfacht (create or update finance contact). + + If the member has no `vereinfacht_contact_id`, creates a contact and updates + the member with the new ID. If they already have an ID, updates the contact. + Uses system actor for any Ash update. Does nothing if Vereinfacht is not configured. + + Returns: + - `:ok` – Contact was updated. + - `{:ok, member}` – Contact was created and member was updated with the new ID. + - `{:error, reason}` – API or update failed. + """ + @spec sync_member(struct()) :: :ok | {:ok, struct()} | {:error, term()} + def sync_member(member) do + if Mv.Config.vereinfacht_configured?() do + do_sync_member(member) + else + :ok + end + end + + defp do_sync_member(member) do + if present_contact_id?(member.vereinfacht_contact_id) do + case Client.update_contact(member.vereinfacht_contact_id, member) do + {:ok, _} -> :ok + {:error, reason} -> {:error, reason} + end + else + case Client.create_contact(member) do + {:ok, contact_id} -> + save_contact_id(member, contact_id) + + {:error, reason} -> + {:error, reason} + end + end + end + + defp save_contact_id(member, contact_id) do + system_actor = SystemActor.get_system_actor() + opts = Helpers.ash_actor_opts(system_actor) + + case Ash.update(member, %{vereinfacht_contact_id: contact_id}, [ + {:action, :set_vereinfacht_contact_id} | opts + ]) do + {:ok, updated} -> {:ok, updated} + {:error, reason} -> {:error, reason} + end + end + + defp present_contact_id?(nil), do: false + defp present_contact_id?(""), do: false + defp present_contact_id?(s) when is_binary(s), do: String.trim(s) != "" + defp present_contact_id?(_), do: false + + @doc """ + Formats an API/request error reason into a short user-facing message. + + Used by SyncContact (flash) and GlobalSettingsLive (sync result list). + """ + @spec format_error(term()) :: String.t() + def format_error({:http, _status, detail}) when is_binary(detail), do: "Vereinfacht: " <> detail + def format_error({:http, status, _}), do: "Vereinfacht: API error (HTTP #{status})." + + def format_error({:request_failed, _}), + do: "Vereinfacht: Request failed (e.g. connection error)." + + def format_error({:invalid_response, _}), do: "Vereinfacht: Invalid API response." + def format_error(other), do: "Vereinfacht: " <> inspect(other) + + @doc """ + Creates Vereinfacht contacts for all members that do not yet have a + `vereinfacht_contact_id`. Uses system actor for reads and updates. + + Returns `{:ok, %{synced: count, errors: list}}` where errors is a list of + `{member_id, reason}`. Does nothing if Vereinfacht is not configured. + """ + @spec sync_members_without_contact() :: + {:ok, %{synced: non_neg_integer(), errors: [{String.t(), term()}]}} + | {:error, :not_configured} + def sync_members_without_contact do + if Mv.Config.vereinfacht_configured?() do + system_actor = SystemActor.get_system_actor() + opts = Helpers.ash_actor_opts(system_actor) + + query = + Member + |> Ash.Query.filter(is_nil(vereinfacht_contact_id)) + + case Ash.read(query, opts) do + {:ok, members} -> + do_sync_members(members, opts) + + {:error, _} = err -> + err + end + else + {:error, :not_configured} + end + end + + defp do_sync_members(members, opts) do + {synced, errors} = + Enum.reduce(members, {0, []}, fn member, {acc_synced, acc_errors} -> + {inc, new_errors} = sync_one_member(member, opts) + {acc_synced + inc, acc_errors ++ new_errors} + end) + + {:ok, %{synced: synced, errors: errors}} + end + + defp sync_one_member(member, _opts) do + case sync_member(member) do + :ok -> {1, []} + {:ok, _} -> {1, []} + {:error, reason} -> {0, [{member.id, reason}]} + end + end +end