feat(import): serve dynamic CSV import templates reflecting current custom fields

lib/mv_web/controllers/import_template_controller.ex

@@ -0,0 +1,120 @@
+defmodule MvWeb.ImportTemplateController do
+  @moduledoc """
+  Serves CSV import templates generated on the fly from the current custom fields.
+
+  Two actions provide an English (`en/2`) and a German (`de/2`) template. Each
+  template has a single header row listing the standard member columns followed
+  by every existing custom field name (exact match, as the import expects), plus
+  the importable groups and fee-type columns. A single placeholder example row is
+  included to illustrate the format.
+
+  Both actions require the same authorization as the import page
+  (`can?(:create, Member)`); unauthorized requests are rejected.
+  """
+  use MvWeb, :controller
+
+  alias Mv.Authorization.Actor
+  alias Mv.Membership.Member
+  alias Mv.Membership.MembersCSV
+  alias MvWeb.Authorization
+
+  # Standard member columns in template order, with their English and German headers
+  # and a placeholder example value. Groups and fee type are importable extras.
+  @columns [
+    {"first name", "Vorname", "John", "Max"},
+    {"last name", "Nachname", "Doe", "Mustermann"},
+    {"email", "E-Mail", "john.doe@example.com", "max.mustermann@example.com"},
+    {"country", "Land", "Germany", "Deutschland"},
+    {"city", "Stadt", "Berlin", "Berlin"},
+    {"street", "Straße", "Main Street", "Hauptstraße"},
+    {"house number", "Hausnummer", "1a", "12"},
+    {"postal_code", "PLZ", "12345", "10115"},
+    {"join_date", "Beitrittsdatum", "2020-01-15", "2020-01-15"},
+    {"exit_date", "Austrittsdatum", "", ""},
+    {"notes", "Notizen", "", ""},
+    {"membership_fee_start_date", "Beitragsbeginn", "", ""},
+    {"Groups", "Gruppen", "", ""},
+    {"Fee Type", "Beitragsart", "", ""}
+  ]
+
+  @spec en(Plug.Conn.t(), map()) :: Plug.Conn.t()
+  def en(conn, _params) do
+    serve_template(conn, :en, "member_import_en.csv")
+  end
+
+  @spec de(Plug.Conn.t(), map()) :: Plug.Conn.t()
+  def de(conn, _params) do
+    serve_template(conn, :de, "member_import_de.csv")
+  end
+
+  defp serve_template(conn, locale, filename) do
+    actor = current_actor(conn)
+
+    if Authorization.can?(actor, :create, Member) do
+      csv = build_csv(locale, actor)
+
+      send_download(conn, {:binary, csv},
+        filename: filename,
+        content_type: "text/csv; charset=utf-8"
+      )
+    else
+      return_forbidden(conn)
+    end
+  end
+
+  defp build_csv(locale, actor) do
+    custom_field_names = custom_field_names(actor)
+
+    header =
+      Enum.map(@columns, &header_for(&1, locale)) ++ custom_field_names
+
+    example =
+      Enum.map(@columns, &example_for(&1, locale)) ++ Enum.map(custom_field_names, fn _ -> "" end)
+
+    [csv_row(header), csv_row(example)]
+    |> Enum.join("\n")
+  end
+
+  defp header_for({en, _de, _ex_en, _ex_de}, :en), do: en
+  defp header_for({_en, de, _ex_en, _ex_de}, :de), do: de
+
+  defp example_for({_en, _de, ex_en, _ex_de}, :en), do: ex_en
+  defp example_for({_en, _de, _ex_en, ex_de}, :de), do: ex_de
+
+  defp custom_field_names(actor) do
+    Mv.Membership.list_custom_fields!(actor: actor)
+    |> Enum.map(& &1.name)
+  end
+
+  # Serializes a row using the semicolon delimiter (the import auto-detects it),
+  # quoting any field that contains a delimiter, quote, or newline.
+  defp csv_row(fields) do
+    Enum.map_join(fields, ";", &escape_field/1)
+  end
+
+  # Neutralizes spreadsheet formula triggers (the same guard the export writer
+  # applies) before RFC 4180 quoting, so a custom-field name like
+  # `=HYPERLINK(...)` is not evaluated when the template is opened.
+  defp escape_field(field) do
+    field = field |> to_string() |> MembersCSV.safe_cell()
+
+    if String.contains?(field, [";", "\"", "\n", "\r"]) do
+      "\"" <> String.replace(field, "\"", "\"\"") <> "\""
+    else
+      field
+    end
+  end
+
+  defp current_actor(conn) do
+    conn.assigns[:current_user]
+    |> Actor.ensure_loaded()
+  end
+
+  defp return_forbidden(conn) do
+    conn
+    |> put_status(403)
+    |> put_resp_content_type("application/json")
+    |> json(%{error: "Forbidden"})
+    |> halt()
+  end
+end

lib/mv_web/live/import_live/components.ex

@@ -44,20 +44,12 @@ defmodule MvWeb.ImportLive.Components do
       </p>
       <ul class="list-disc list-inside space-y-1">
         <li>
-          <.link
-            href={~p"/templates/member_import_en.csv"}
-            download="member_import_en.csv"
-            class="link link-primary"
-          >
+          <.link href={~p"/admin/import/template/en"} class="link link-primary">
             {gettext("English Template")}
           </.link>
         </li>
         <li>
-          <.link
-            href={~p"/templates/member_import_de.csv"}
-            download="member_import_de.csv"
-            class="link link-primary"
-          >
+          <.link href={~p"/admin/import/template/de"} class="link link-primary">
             {gettext("German Template")}
           </.link>
         </li>

lib/mv_web/router.ex

@@ -102,6 +102,10 @@ defmodule MvWeb.Router do
       # Import (Admin only)
       live "/admin/import", ImportLive
 
+      # Dynamic CSV import templates (admin only; generated from current custom fields)
+      get "/admin/import/template/en", ImportTemplateController, :en
+      get "/admin/import/template/de", ImportTemplateController, :de
+
       post "/members/export.csv", MemberExportController, :export
       post "/members/export.pdf", MemberPdfExportController, :export
       post "/set_locale", LocaleController, :set_locale

test/mv_web/controllers/import_template_controller_test.exs

@@ -0,0 +1,104 @@
+defmodule MvWeb.ImportTemplateControllerTest do
+  use MvWeb.ConnCase, async: true
+
+  setup %{conn: conn} do
+    actor = Mv.Helpers.SystemActor.get_system_actor()
+
+    {:ok, custom_field} =
+      Mv.Membership.CustomField
+      |> Ash.Changeset.for_create(:create, %{name: "Lieblingsfarbe", value_type: :string})
+      |> Ash.create(actor: actor)
+
+    %{conn: conn, custom_field: custom_field}
+  end
+
+  describe "authenticated EN template" do
+    setup %{conn: conn} do
+      admin = Mv.Fixtures.user_with_role_fixture("admin")
+      %{conn: MvWeb.ConnCase.conn_with_password_user(conn, admin)}
+    end
+
+    test "returns CSV with English headers and current custom fields", %{conn: conn} do
+      conn = get(conn, ~p"/admin/import/template/en")
+
+      assert response_content_type(conn, :csv) =~ "text/csv"
+      body = response(conn, 200)
+
+      header = body |> String.split("\n") |> List.first()
+      assert header =~ "email"
+      # EN headers use the canonical English variant from HeaderMapper, not the
+      # underscore form, so the template stays faithful to the documented variant list.
+      assert header =~ "first name"
+      assert header =~ "last name"
+      refute header =~ "first_name"
+      assert header =~ "house number"
+      refute header =~ "house_number"
+      assert header =~ "Lieblingsfarbe"
+
+      assert get_resp_header(conn, "content-disposition")
+             |> Enum.any?(&(&1 =~ "member_import_en.csv"))
+    end
+
+    test "neutralizes formula-injection in a custom field header", %{conn: conn} do
+      actor = Mv.Helpers.SystemActor.get_system_actor()
+
+      {:ok, _} =
+        Mv.Membership.CustomField
+        |> Ash.Changeset.for_create(:create, %{
+          name: "=cmd|'/c calc'!A1",
+          value_type: :string
+        })
+        |> Ash.create(actor: actor)
+
+      conn = get(conn, ~p"/admin/import/template/en")
+      body = response(conn, 200)
+      header = body |> String.split("\n") |> List.first()
+
+      # The dangerous cell must be prefixed with a single quote so spreadsheet
+      # software does not evaluate it as a formula, matching the export writer.
+      refute header =~ ~r/(^|;)=cmd/
+      assert header =~ "'=cmd|'/c calc'!A1"
+    end
+  end
+
+  describe "authenticated DE template" do
+    setup %{conn: conn} do
+      admin = Mv.Fixtures.user_with_role_fixture("admin")
+      %{conn: MvWeb.ConnCase.conn_with_password_user(conn, admin)}
+    end
+
+    test "returns CSV with German headers and current custom fields", %{conn: conn} do
+      conn = get(conn, ~p"/admin/import/template/de")
+
+      body = response(conn, 200)
+      header = body |> String.split("\n") |> List.first()
+
+      assert header =~ "E-Mail"
+      assert header =~ "Vorname"
+      assert header =~ "Lieblingsfarbe"
+
+      assert get_resp_header(conn, "content-disposition")
+             |> Enum.any?(&(&1 =~ "member_import_de.csv"))
+    end
+  end
+
+  describe "authorization" do
+    @tag role: :unauthenticated
+    test "unauthenticated request does not receive a CSV", %{conn: conn} do
+      conn = get(conn, ~p"/admin/import/template/en")
+
+      refute conn.status == 200
+      refute get_resp_header(conn, "content-type") |> Enum.any?(&(&1 =~ "text/csv"))
+      refute to_string(conn.resp_body) =~ "email"
+    end
+
+    @tag role: :member
+    test "user without import permission is forbidden", %{conn: conn} do
+      conn = get(conn, ~p"/admin/import/template/en")
+
+      refute conn.status == 200
+      refute get_resp_header(conn, "content-type") |> Enum.any?(&(&1 =~ "text/csv"))
+      refute to_string(conn.resp_body) =~ "email"
+    end
+  end
+end

test/mv_web/live/import_live_test.exs

@@ -240,10 +240,15 @@ defmodule MvWeb.ImportLiveTest do
       assert has_element?(view, "[data-testid='start-import-button']")
     end
 
-    test "template links and file input are present", %{conn: conn} do
+    test "template links point to the dynamic import template routes", %{conn: conn} do
+      {:ok, view, _html} = live(conn, ~p"/admin/import")
+      assert has_element?(view, "a[href='/admin/import/template/en']")
+      assert has_element?(view, "a[href='/admin/import/template/de']")
+      refute has_element?(view, "a[href*='/templates/member_import_en.csv']")
+    end
+
+    test "file input is present", %{conn: conn} do
       {:ok, view, _html} = live(conn, ~p"/admin/import")
-      assert has_element?(view, "a[href*='/templates/member_import_en.csv']")
-      assert has_element?(view, "a[href*='/templates/member_import_de.csv']")
       assert has_element?(view, "label[for='csv_file']")
       assert has_element?(view, "#csv_file_help")
       assert has_element?(view, "[data-testid='csv-upload-form'] input[type='file']")