feat(overview): add point-in-time, suspended, OR-group and count-range filters

test/mv_web/member_live/index_date_presets_property_test.exs

@@ -0,0 +1,66 @@
+defmodule MvWeb.MemberLive.IndexDatePresetsPropertyTest do
+  @moduledoc """
+  §2.8 — Relative date-range preset resolution.
+
+  For any preset evaluated against any reference date "today", the resolved
+  `{from, to}` matches the preset's definition: rolling "last N days" windows end
+  on today, and the "this month/quarter/year" presets run period-to-date from the
+  respective period start to today.
+  """
+  use ExUnit.Case, async: true
+  use ExUnitProperties
+
+  alias MvWeb.MemberLive.Index.DatePresets
+
+  defp date_gen do
+    gen all(
+          year <- StreamData.integer(2000..2100),
+          month <- StreamData.integer(1..12),
+          day <- StreamData.integer(1..28)
+        ) do
+      Date.new!(year, month, day)
+    end
+  end
+
+  property "last-N-days presets end on today and span N days inclusive" do
+    check all(today <- date_gen()) do
+      assert DatePresets.resolve(:last_7_days, today) == %{from: Date.add(today, -6), to: today}
+      assert DatePresets.resolve(:last_30_days, today) == %{from: Date.add(today, -29), to: today}
+    end
+  end
+
+  property "last-N-months presets shift the start back N months and end on today" do
+    check all(today <- date_gen()) do
+      assert DatePresets.resolve(:last_3_months, today) ==
+               %{from: Date.shift(today, month: -3), to: today}
+
+      assert DatePresets.resolve(:last_12_months, today) ==
+               %{from: Date.shift(today, month: -12), to: today}
+    end
+  end
+
+  property "this-period presets run from the period start to today" do
+    check all(today <- date_gen()) do
+      month_start = %{today | day: 1}
+      q_first_month = div(today.month - 1, 3) * 3 + 1
+      quarter_start = Date.new!(today.year, q_first_month, 1)
+      year_start = Date.new!(today.year, 1, 1)
+
+      assert DatePresets.resolve(:this_month, today) == %{from: month_start, to: today}
+      assert DatePresets.resolve(:this_quarter, today) == %{from: quarter_start, to: today}
+      assert DatePresets.resolve(:this_year, today) == %{from: year_start, to: today}
+    end
+  end
+
+  test "all/0 lists every resolvable preset key in display order" do
+    assert DatePresets.all() == [
+             :last_7_days,
+             :last_30_days,
+             :last_3_months,
+             :last_12_months,
+             :this_month,
+             :this_quarter,
+             :this_year
+           ]
+  end
+end

test/mv_web/member_live/index_date_presets_test.exs

@@ -1,8 +1,8 @@
 defmodule MvWeb.MemberLive.IndexDatePresetsTest do
   @moduledoc """
-  §1.8 — a date field's value control offers presets; picking "This year"
-  applies the Jan 1 – Dec 31 range of the current year and writes the equivalent
-  range params to the URL.
+  §1.25 (supersedes §1.8) — a date field's value control offers relative
+  presets; picking "This year" applies the period-to-date range (Jan 1 – today)
+  of the current year and writes the equivalent range params to the URL.
   """
   use MvWeb.ConnCase, async: false
 
@@ -20,7 +20,7 @@ defmodule MvWeb.MemberLive.IndexDatePresetsTest do
     %{conn: conn_with_oidc_user(conn)}
   end
 
-  test "the 'This year' preset applies the current-year range and writes URL params", %{
+  test "the 'This year' preset applies the year-to-date range and writes URL params", %{
     conn: conn
   } do
     {:ok, view, _html} = live(conn, ~p"/members")
@@ -32,8 +32,20 @@ defmodule MvWeb.MemberLive.IndexDatePresetsTest do
     view |> element("[data-testid='date-preset-this_year']") |> render_click()
 
     path = assert_patch(view)
-    year = Date.utc_today().year
-    assert path =~ "jd_from=#{year}-01-01"
-    assert path =~ "jd_to=#{year}-12-31"
+    today = Date.utc_today()
+    assert path =~ "jd_from=#{today.year}-01-01"
+    assert path =~ "jd_to=#{Date.to_iso8601(today)}"
+  end
+
+  test "the 'Last 30 days' preset applies a today-anchored 30-day window", %{conn: conn} do
+    {:ok, view, _html} = live(conn, ~p"/members")
+
+    pick_field(view, "join_date")
+    view |> element("[data-testid='date-preset-last_30_days']") |> render_click()
+
+    path = assert_patch(view)
+    today = Date.utc_today()
+    assert path =~ "jd_from=#{Date.to_iso8601(Date.add(today, -29))}"
+    assert path =~ "jd_to=#{Date.to_iso8601(today)}"
   end
 end

test/mv_web/member_live/index_filter_url_roundtrip_test.exs

@@ -0,0 +1,38 @@
+defmodule MvWeb.MemberLive.IndexFilterUrlRoundtripTest do
+  @moduledoc """
+  §2.1 (extended) — the v2 filter keys survive the LiveView decode→encode round
+  trip. Loading `/members` with a Stichtag date, the suspended flag, and a
+  two-sided payment count range, then triggering an unrelated re-patch (a sort
+  click), preserves every one of those keys in the pushed URL.
+  """
+  use MvWeb.ConnCase, async: false
+
+  import Phoenix.LiveViewTest
+
+  setup %{conn: conn} do
+    actor = Mv.Helpers.SystemActor.get_system_actor()
+
+    {:ok, _member} =
+      Mv.Membership.create_member(
+        %{first_name: "Round", last_name: "Trip", email: "roundtrip@example.com"},
+        actor: actor
+      )
+
+    %{conn: conn_with_oidc_user(conn)}
+  end
+
+  test "stichtag, suspended and payment count range persist through a re-patch", %{conn: conn} do
+    url = "/members?stichtag=2026-03-15&suspended=1&pay_filter=has_unpaid&pay_min=2&pay_max=4"
+    {:ok, view, _html} = live(conn, url)
+
+    # Trigger an unrelated URL re-patch by sorting a stable column.
+    view |> element("[data-testid='payment']") |> render_click()
+    path = assert_patch(view)
+
+    assert path =~ "stichtag=2026-03-15"
+    assert path =~ "suspended=1"
+    assert path =~ "pay_filter=has_unpaid"
+    assert path =~ "pay_min=2"
+    assert path =~ "pay_max=4"
+  end
+end

test/mv_web/member_live/index_group_or_test.exs

@@ -0,0 +1,72 @@
+defmodule MvWeb.MemberLive.IndexGroupOrTest do
+  @moduledoc """
+  §1.29 / §2.7 — Multi-select group semantics is OR.
+
+  Two "is" group selections match members in *either* group (union). Two
+  "is not" selections exclude members in *any* of them. Verified at the
+  `OverviewQuery` layer where the semantics live.
+  """
+  use Mv.DataCase, async: false
+
+  import Mv.Fixtures, only: [member_fixture_with_actor: 2, group_fixture: 1]
+
+  alias Mv.Membership.Member
+  alias Mv.Membership.MemberGroup
+  alias MvWeb.MemberLive.Index.OverviewQuery
+
+  setup do
+    actor = Mv.Helpers.SystemActor.get_system_actor()
+    Member |> Ash.read!(actor: actor) |> Enum.each(&Ash.destroy!(&1, actor: actor))
+
+    g1 = group_fixture(%{name: "G1-#{System.unique_integer([:positive])}"})
+    g2 = group_fixture(%{name: "G2-#{System.unique_integer([:positive])}"})
+
+    m1 = member_fixture_with_actor(%{}, actor)
+    m2 = member_fixture_with_actor(%{}, actor)
+    m3 = member_fixture_with_actor(%{}, actor)
+
+    add_to_group(m1, g1, actor)
+    add_to_group(m2, g2, actor)
+
+    %{actor: actor, g1: g1, g2: g2, m1: m1, m2: m2, m3: m3}
+  end
+
+  defp add_to_group(member, group, actor) do
+    MemberGroup
+    |> Ash.Changeset.for_create(:create, %{member_id: member.id, group_id: group.id})
+    |> Ash.create!(actor: actor)
+  end
+
+  defp ids(opts, actor) do
+    opts
+    |> OverviewQuery.build()
+    |> Ash.read!(actor: actor)
+    |> MapSet.new(& &1.id)
+  end
+
+  test "two 'is' group selections match members in either group (OR)", ctx do
+    result =
+      ids(
+        %{
+          group_filters: %{to_string(ctx.g1.id) => :in, to_string(ctx.g2.id) => :in},
+          groups: [ctx.g1, ctx.g2]
+        },
+        ctx.actor
+      )
+
+    assert MapSet.equal?(result, MapSet.new([ctx.m1.id, ctx.m2.id]))
+  end
+
+  test "two 'is not' group selections exclude members in any of them", ctx do
+    result =
+      ids(
+        %{
+          group_filters: %{to_string(ctx.g1.id) => :not_in, to_string(ctx.g2.id) => :not_in},
+          groups: [ctx.g1, ctx.g2]
+        },
+        ctx.actor
+      )
+
+    assert MapSet.equal?(result, MapSet.new([ctx.m3.id]))
+  end
+end

test/mv_web/member_live/index_groups_filter_test.exs

@@ -3,8 +3,8 @@ defmodule MvWeb.MemberLive.IndexGroupsFilterTest do
   Tests for filtering members by group in the member overview.
 
   Uses the filter dropdown (MemberFilterComponent) with one row per group:
-  All / Yes / No (per group). Multiple active group filters combine with AND
-  (member must match all selected group conditions).
+  All / Yes / No (per group). Multiple "is" selections combine with OR (union),
+  while each "is not" selection excludes members in that group (§1.29/§2.7).
   """
   # Kept async: false as a deferred scope decision. The deferrable-FK migration
   # removed the concurrent-create_member deadlock that previously forced this, so

test/mv_web/member_live/index_payment_count_codec_test.exs

@@ -0,0 +1,41 @@
+defmodule MvWeb.MemberLive.IndexPaymentCountCodecTest do
+  @moduledoc """
+  §1.22 / §3.14 — URL codec for the two-sided payment open-cycle count range.
+
+  The `{:unpaid_range, min, max}` filter round-trips through the flat URL
+  contract: encoding to params then decoding yields the canonical filter, with
+  the "has open" default (`min=1`, `max=nil`) and both-bounded ranges covered.
+  """
+  use ExUnit.Case, async: true
+
+  alias MvWeb.MemberLive.Index.PaymentAging
+
+  defp roundtrip(filter),
+    do: filter |> PaymentAging.filter_to_params() |> PaymentAging.parse_filter_params()
+
+  test "default has-open range (min 1, unbounded above) round-trips" do
+    assert roundtrip({:unpaid_range, 1, nil}) == {:unpaid_range, 1, nil}
+  end
+
+  test "two-sided range round-trips" do
+    assert roundtrip({:unpaid_range, 2, 5}) == {:unpaid_range, 2, 5}
+  end
+
+  test "exact single-value range round-trips" do
+    assert roundtrip({:unpaid_range, 3, 3}) == {:unpaid_range, 3, 3}
+  end
+
+  test "has_unpaid params decode into an unpaid_range" do
+    params = %{"pay_filter" => "has_unpaid", "pay_min" => "2", "pay_max" => "4"}
+    assert PaymentAging.parse_filter_params(params) == {:unpaid_range, 2, 4}
+  end
+
+  test "has_unpaid with no bounds defaults to min 1, max nil" do
+    assert PaymentAging.parse_filter_params(%{"pay_filter" => "has_unpaid"}) ==
+             {:unpaid_range, 1, nil}
+  end
+
+  test "fully_paid still round-trips" do
+    assert roundtrip(:fully_paid) == :fully_paid
+  end
+end

test/mv_web/member_live/index_payment_filter_test.exs

@@ -66,6 +66,24 @@ defmodule MvWeb.MemberLive.IndexPaymentFilterTest do
     refute MapSet.member?(ids({:has_unpaid, 1}, actor), zero.id)
   end
 
+  test "unpaid-range selects members whose in-period count is within [min, max]", %{
+    actor: actor,
+    ft: ft
+  } do
+    zero = member_with_unpaid(0, actor, ft)
+    one = member_with_unpaid(1, actor, ft)
+    two = member_with_unpaid(2, actor, ft)
+    three = member_with_unpaid(3, actor, ft)
+
+    # two-sided: 2..3
+    assert ids({:unpaid_range, 2, 3}, actor) == MapSet.new([two.id, three.id])
+    # lower-bounded only: >= 1 (max nil)
+    assert ids({:unpaid_range, 1, nil}, actor) == MapSet.new([one.id, two.id, three.id])
+    # exact single value: 1..1
+    assert ids({:unpaid_range, 1, 1}, actor) == MapSet.new([one.id])
+    refute MapSet.member?(ids({:unpaid_range, 1, nil}, actor), zero.id)
+  end
+
   test "suspended cycles do not count toward has-unpaid", %{actor: actor, ft: ft} do
     member = member_fixture_with_actor(%{}, actor)
     create_cycle(member, ft, %{cycle_start: ~D[2024-01-01], status: :suspended}, actor)

test/mv_web/member_live/index_payment_period_test.exs

@@ -40,6 +40,43 @@ defmodule MvWeb.MemberLive.IndexPaymentPeriodTest do
     end
   end
 
+  describe "period short code (§1.28)" do
+    test "the all-outstanding default has no short code" do
+      assert PaymentAging.period_short_code(%{from: nil, to: nil}) == nil
+    end
+
+    test "a full calendar year renders as the year" do
+      assert PaymentAging.period_short_code(%{from: ~D[2026-01-01], to: ~D[2026-12-31]}) == "2026"
+    end
+
+    test "a full calendar quarter renders as Q# YYYY" do
+      assert PaymentAging.period_short_code(%{from: ~D[2026-01-01], to: ~D[2026-03-31]}) ==
+               "Q1 2026"
+
+      assert PaymentAging.period_short_code(%{from: ~D[2026-10-01], to: ~D[2026-12-31]}) ==
+               "Q4 2026"
+    end
+
+    test "an arbitrary bounded period has no compact short code" do
+      assert PaymentAging.period_short_code(%{from: ~D[2026-02-03], to: ~D[2026-08-17]}) == nil
+      # An open-ended period is not compactly codeable either.
+      assert PaymentAging.period_short_code(%{from: ~D[2026-01-01], to: nil}) == nil
+    end
+  end
+
+  describe "period tooltip (§1.28)" do
+    test "names the period with locally formatted bounds" do
+      tip = PaymentAging.period_tooltip(%{from: ~D[2026-01-01], to: ~D[2026-12-31]})
+      assert tip =~ "01.01.2026"
+      assert tip =~ "31.12.2026"
+    end
+
+    test "the all-outstanding default reads as all outstanding" do
+      tip = PaymentAging.period_tooltip(%{from: nil, to: nil})
+      assert is_binary(tip) and tip =~ "outstanding"
+    end
+  end
+
   describe "payment-count filter codec" do
     test "round-trips fully_paid and has-unpaid thresholds" do
       for state <- [:fully_paid, {:has_unpaid, 1}, {:has_unpaid, 2}, {:has_unpaid, 3}] do

test/mv_web/member_live/index_payment_sort_test.exs

@@ -0,0 +1,85 @@
+defmodule MvWeb.MemberLive.IndexPaymentSortTest do
+  @moduledoc """
+  §1.27 — The Beiträge (payment) column sorts DB-side by the period-scoped
+  unpaid-cycle count, ascending and descending, with the unique id tie-breaker
+  preserving keyset stability. Verified at the `OverviewQuery` layer.
+  """
+  use MvWeb.ConnCase, async: false
+
+  import Phoenix.LiveViewTest
+  import Mv.Fixtures, only: [create_fee_type: 2, member_fixture_with_actor: 2, create_cycle: 4]
+
+  alias Mv.Membership.Member
+  alias MvWeb.MemberLive.Index.OverviewQuery
+
+  @period %{from: ~D[2024-01-01], to: ~D[2024-12-31]}
+
+  setup do
+    actor = Mv.Helpers.SystemActor.get_system_actor()
+    ft = create_fee_type(%{interval: :monthly}, actor)
+    Member |> Ash.read!(actor: actor) |> Enum.each(&Ash.destroy!(&1, actor: actor))
+    %{actor: actor, ft: ft}
+  end
+
+  defp member_with_unpaid(n, ctx) do
+    member = member_fixture_with_actor(%{}, ctx.actor)
+
+    Enum.each(1..max(n, 0)//1, fn i ->
+      create_cycle(
+        member,
+        ctx.ft,
+        %{cycle_start: Date.new!(2024, i, 1), status: :unpaid},
+        ctx.actor
+      )
+    end)
+
+    member
+  end
+
+  defp sorted_ids(order, ctx) do
+    %{sort_field: :payment, sort_order: order, payment_period: @period}
+    |> OverviewQuery.build()
+    |> Ash.read!(actor: ctx.actor)
+    |> Enum.map(& &1.id)
+  end
+
+  test "sorts ascending by in-period unpaid count", ctx do
+    zero = member_with_unpaid(0, ctx)
+    one = member_with_unpaid(1, ctx)
+    two = member_with_unpaid(2, ctx)
+
+    assert sorted_ids(:asc, ctx) == [zero.id, one.id, two.id]
+  end
+
+  test "sorts descending by in-period unpaid count", ctx do
+    zero = member_with_unpaid(0, ctx)
+    one = member_with_unpaid(1, ctx)
+    two = member_with_unpaid(2, ctx)
+
+    assert sorted_ids(:desc, ctx) == [two.id, one.id, zero.id]
+  end
+
+  describe "payment sort header (LiveView)" do
+    setup %{conn: conn} do
+      %{conn: conn_with_oidc_user(conn)}
+    end
+
+    @tag :ui
+    test "clicking the payment header reflects the sort in the URL", %{conn: conn} do
+      {:ok, view, _html} = live(conn, ~p"/members")
+
+      view |> element("[data-testid='payment']") |> render_click()
+
+      path = assert_patch(view)
+      assert path =~ "sort_field=payment"
+      assert path =~ "sort_order=asc"
+    end
+
+    @tag :ui
+    test "the payment th exposes aria-sort when active", %{conn: conn} do
+      {:ok, view, _html} = live(conn, ~p"/members?sort_field=payment&sort_order=desc")
+
+      assert has_element?(view, "th[aria-sort='descending']")
+    end
+  end
+end

test/mv_web/member_live/index_payment_wiring_test.exs

@@ -69,4 +69,25 @@ defmodule MvWeb.MemberLive.IndexPaymentWiringTest do
     {:ok, all_time, _} = live(ctx.conn, "/members?pay_filter=unpaid_1")
     assert has_element?(all_time, "#row-#{member.id}")
   end
+
+  describe "period indicator badge (§1.28)" do
+    test "no badge in the default all-outstanding scope", ctx do
+      {:ok, view, _} = live(ctx.conn, "/members")
+      refute has_element?(view, "[data-testid='payment-period-badge']")
+    end
+
+    test "a full year renders the compact year short code", ctx do
+      {:ok, view, _} = live(ctx.conn, "/members?pay_from=2026-01-01&pay_to=2026-12-31")
+
+      assert has_element?(view, "[data-testid='payment-period-badge']", "2026")
+    end
+
+    test "an arbitrary period falls back to a 'filtered' badge with a period tooltip", ctx do
+      {:ok, view, _} = live(ctx.conn, "/members?pay_from=2026-02-03&pay_to=2026-08-17")
+
+      badge = view |> element("[data-testid='payment-period-badge']") |> render()
+      assert badge =~ "03.02.2026"
+      assert badge =~ "17.08.2026"
+    end
+  end
 end

test/mv_web/member_live/index_status_params_codec_test.exs

@@ -0,0 +1,40 @@
+defmodule MvWeb.MemberLive.IndexStatusParamsCodecTest do
+  @moduledoc """
+  §2.1 (extended) — URL codec round-trip for the new v2 filter keys: the
+  point-in-time Stichtag date and the suspended-status flag. Encoding a state to
+  params then decoding yields the canonical state, and the default (no filter)
+  encodes to the empty map so a fresh URL is canonical.
+  """
+  use ExUnit.Case, async: true
+
+  alias MvWeb.MemberLive.Index.PaymentAging
+  alias MvWeb.MemberLive.Index.Stichtag
+
+  describe "Stichtag date" do
+    test "a set date round-trips" do
+      date = ~D[2026-03-15]
+      assert date |> Stichtag.to_params() |> Stichtag.parse() == date
+    end
+
+    test "nil encodes to the empty map and decodes to nil" do
+      assert Stichtag.to_params(nil) == %{}
+      assert Stichtag.parse(%{}) == nil
+    end
+
+    test "a malformed date param decodes to nil" do
+      assert Stichtag.parse(%{"stichtag" => "not-a-date"}) == nil
+    end
+  end
+
+  describe "suspended flag" do
+    test "true round-trips" do
+      assert true |> PaymentAging.suspended_to_params() |> PaymentAging.parse_suspended() == true
+    end
+
+    test "false/nil encodes to the empty map and decodes to false" do
+      assert PaymentAging.suspended_to_params(false) == %{}
+      assert PaymentAging.suspended_to_params(nil) == %{}
+      assert PaymentAging.parse_suspended(%{}) == false
+    end
+  end
+end

test/mv_web/member_live/index_stichtag_property_test.exs

@@ -0,0 +1,78 @@
+defmodule MvWeb.MemberLive.IndexStichtagPropertyTest do
+  @moduledoc """
+  §2.6 — Point-in-time membership ("member on the reference date X").
+
+  For arbitrary (join_date, exit_date) pairs and reference dates X, the Stichtag
+  filter keeps a member iff `join_date <= X and (exit_date is nil or exit_date > X)`.
+  Verified at the `OverviewQuery` layer against an in-memory oracle.
+  """
+  use Mv.DataCase, async: false
+  use ExUnitProperties
+
+  import Mv.Fixtures, only: [member_fixture_with_actor: 2]
+
+  alias Mv.Membership.Member
+  alias MvWeb.MemberLive.Index.OverviewQuery
+
+  @dates [
+    ~D[2023-01-01],
+    ~D[2024-06-15],
+    ~D[2025-01-01],
+    ~D[2025-06-15],
+    ~D[2026-01-01]
+  ]
+
+  defp clear(actor) do
+    Member |> Ash.read!(actor: actor) |> Enum.each(&Ash.destroy!(&1, actor: actor))
+  end
+
+  defp on_date?(join, exit_date, x) do
+    Date.compare(join, x) != :gt and (is_nil(exit_date) or Date.compare(exit_date, x) == :gt)
+  end
+
+  # Generates a (join_date, exit_date) pair where exit_date is nil or on/after
+  # join_date, so it satisfies the Member "exit not before join" validation.
+  defp valid_pair_gen do
+    StreamData.bind(StreamData.member_of(@dates), fn join ->
+      later = [nil | Enum.filter(@dates, &(Date.compare(&1, join) == :gt))]
+
+      StreamData.bind(StreamData.member_of(later), fn exit_date ->
+        StreamData.constant({join, exit_date})
+      end)
+    end)
+  end
+
+  property "Stichtag filter keeps exactly the members active on X" do
+    actor = Mv.Helpers.SystemActor.get_system_actor()
+
+    check all(
+            specs <- StreamData.list_of(valid_pair_gen(), min_length: 1, max_length: 5),
+            x <- StreamData.member_of(@dates),
+            max_runs: 25
+          ) do
+      clear(actor)
+
+      created =
+        Enum.map(specs, fn {join, exit_date} ->
+          member =
+            member_fixture_with_actor(%{join_date: join, exit_date: exit_date}, actor)
+
+          {member.id, join, exit_date}
+        end)
+
+      expected =
+        for {id, join, exit_date} <- created,
+            on_date?(join, exit_date, x),
+            into: MapSet.new(),
+            do: id
+
+      actual =
+        %{stichtag: x}
+        |> OverviewQuery.build()
+        |> Ash.read!(actor: actor)
+        |> MapSet.new(& &1.id)
+
+      assert MapSet.equal?(actual, expected)
+    end
+  end
+end

test/mv_web/member_live/index_suspended_filter_test.exs

@@ -0,0 +1,58 @@
+defmodule MvWeb.MemberLive.IndexSuspendedFilterTest do
+  @moduledoc """
+  §1.23 — Filter by `suspended` status.
+
+  With the suspended filter active, the overview keeps members that have at
+  least one `suspended` cycle whose `cycle_end` falls in the active period.
+  Suspended is filterable as its own status, independent of the unpaid count
+  (which excludes suspended, §2.5). Verified at the `OverviewQuery` layer.
+  """
+  use Mv.DataCase, async: false
+
+  import Mv.Fixtures, only: [member_fixture_with_actor: 2, create_fee_type: 2, create_cycle: 4]
+
+  alias Mv.Membership.Member
+  alias MvWeb.MemberLive.Index.OverviewQuery
+
+  setup do
+    actor = Mv.Helpers.SystemActor.get_system_actor()
+    Member |> Ash.read!(actor: actor) |> Enum.each(&Ash.destroy!(&1, actor: actor))
+    ft = create_fee_type(%{interval: :yearly}, actor)
+    %{actor: actor, ft: ft}
+  end
+
+  defp member_with_cycle(ctx, status, cycle_start) do
+    m = member_fixture_with_actor(%{}, ctx.actor)
+    create_cycle(m, ctx.ft, %{cycle_start: cycle_start, status: status}, ctx.actor)
+    m
+  end
+
+  defp ids(opts, actor) do
+    opts |> OverviewQuery.build() |> Ash.read!(actor: actor) |> MapSet.new(& &1.id)
+  end
+
+  test "keeps members with a suspended cycle whose cycle_end is in the period", ctx do
+    suspended_in = member_with_cycle(ctx, :suspended, ~D[2025-01-01])
+    _unpaid = member_with_cycle(ctx, :unpaid, ~D[2025-01-01])
+    _paid = member_with_cycle(ctx, :paid, ~D[2025-01-01])
+    _suspended_out = member_with_cycle(ctx, :suspended, ~D[2023-01-01])
+
+    result =
+      ids(
+        %{suspended: true, payment_period: %{from: ~D[2025-01-01], to: ~D[2025-12-31]}},
+        ctx.actor
+      )
+
+    assert MapSet.equal?(result, MapSet.new([suspended_in.id]))
+  end
+
+  test "all-time period keeps every member with any suspended cycle", ctx do
+    s1 = member_with_cycle(ctx, :suspended, ~D[2025-01-01])
+    s2 = member_with_cycle(ctx, :suspended, ~D[2023-01-01])
+    _unpaid = member_with_cycle(ctx, :unpaid, ~D[2025-01-01])
+
+    result = ids(%{suspended: true, payment_period: %{from: nil, to: nil}}, ctx.actor)
+
+    assert MapSet.equal?(result, MapSet.new([s1.id, s2.id]))
+  end
+end