Refactor filters to use cycle status instead of paid field

Replace paid_filter with cycle_status_filter that filters based on membership fee cycle status (last or current cycle). Update PaymentFilterComponent to use new filter with options All, Paid, Unpaid. Remove membership fee status filter dropdown. Extend filter_members_by_cycle_status/3 to support both paid and unpaid filtering. Update toggle_cycle_view to preserve filter state in URL.
2025-12-18 13:10:00 +01:00 · 2025-12-18 13:10:00 +01:00 · c65b3808bf
commit c65b3808bf
parent 098b3b0a2a
10 changed files with 490 additions and 247 deletions
--- a/test/mv_web/member_live/index/membership_fee_status_test.exs
+++ b/test/mv_web/member_live/index/membership_fee_status_test.exs
@ -235,4 +235,134 @@ defmodule MvWeb.MemberLive.Index.MembershipFeeStatusTest do
      assert result == nil
    end
  end
+
+  describe "filter_members_by_cycle_status/3" do
+    test "filters paid members in last cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      last_year_start = Date.new!(today.year - 1, 1, 1)
+
+      # Member with paid last cycle
+      member1 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member1, fee_type, %{cycle_start: last_year_start, status: :paid})
+
+      # Member with unpaid last cycle
+      member2 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member2, fee_type, %{cycle_start: last_year_start, status: :unpaid})
+
+      members =
+        [member1, member2]
+        |> Enum.map(fn m ->
+          m
+          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+          |> Ash.load!(:membership_fee_type)
+        end)
+
+      filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :paid, false)
+
+      assert length(filtered) == 1
+      assert List.first(filtered).id == member1.id
+    end
+
+    test "filters unpaid members in last cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      last_year_start = Date.new!(today.year - 1, 1, 1)
+
+      # Member with paid last cycle
+      member1 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member1, fee_type, %{cycle_start: last_year_start, status: :paid})
+
+      # Member with unpaid last cycle
+      member2 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member2, fee_type, %{cycle_start: last_year_start, status: :unpaid})
+
+      members =
+        [member1, member2]
+        |> Enum.map(fn m ->
+          m
+          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+          |> Ash.load!(:membership_fee_type)
+        end)
+
+      filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :unpaid, false)
+
+      assert length(filtered) == 1
+      assert List.first(filtered).id == member2.id
+    end
+
+    test "filters paid members in current cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      current_year_start = Date.new!(today.year, 1, 1)
+
+      # Member with paid current cycle
+      member1 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member1, fee_type, %{cycle_start: current_year_start, status: :paid})
+
+      # Member with unpaid current cycle
+      member2 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member2, fee_type, %{cycle_start: current_year_start, status: :unpaid})
+
+      members =
+        [member1, member2]
+        |> Enum.map(fn m ->
+          m
+          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+          |> Ash.load!(:membership_fee_type)
+        end)
+
+      filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :paid, true)
+
+      assert length(filtered) == 1
+      assert List.first(filtered).id == member1.id
+    end
+
+    test "filters unpaid members in current cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      current_year_start = Date.new!(today.year, 1, 1)
+
+      # Member with paid current cycle
+      member1 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member1, fee_type, %{cycle_start: current_year_start, status: :paid})
+
+      # Member with unpaid current cycle
+      member2 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member2, fee_type, %{cycle_start: current_year_start, status: :unpaid})
+
+      members =
+        [member1, member2]
+        |> Enum.map(fn m ->
+          m
+          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+          |> Ash.load!(:membership_fee_type)
+        end)
+
+      filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :unpaid, true)
+
+      assert length(filtered) == 1
+      assert List.first(filtered).id == member2.id
+    end
+
+    test "returns all members when filter is nil" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member1 = create_member(%{membership_fee_type_id: fee_type.id})
+      member2 = create_member(%{membership_fee_type_id: fee_type.id})
+
+      members =
+        [member1, member2]
+        |> Enum.map(fn m ->
+          m
+          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+          |> Ash.load!(:membership_fee_type)
+        end)
+
+      # filter_unpaid_members should still work for backwards compatibility
+      filtered = MembershipFeeStatus.filter_unpaid_members(members, false)
+
+      # Both members have no cycles, so both should be filtered out
+      assert length(filtered) == 0
+    end
+  end
 end
--- a/test/mv_web/member_live/index_test.exs
+++ b/test/mv_web/member_live/index_test.exs
@ -456,4 +456,205 @@ defmodule MvWeb.MemberLive.IndexTest do
      assert has_element?(view, "#flash-group")
    end
  end
+
+  describe "cycle status filter" do
+    alias Mv.MembershipFees.MembershipFeeType
+    alias Mv.MembershipFees.MembershipFeeCycle
+
+    # Helper to create a membership fee type
+    defp create_fee_type(attrs) do
+      default_attrs = %{
+        name: "Test Fee Type #{System.unique_integer([:positive])}",
+        amount: Decimal.new("50.00"),
+        interval: :yearly
+      }
+
+      attrs = Map.merge(default_attrs, attrs)
+
+      MembershipFeeType
+      |> Ash.Changeset.for_create(:create, attrs)
+      |> Ash.create!()
+    end
+
+    # Helper to create a member
+    defp create_member(attrs) do
+      default_attrs = %{
+        first_name: "Test",
+        last_name: "Member",
+        email: "test.member.#{System.unique_integer([:positive])}@example.com"
+      }
+
+      attrs = Map.merge(default_attrs, attrs)
+
+      Mv.Membership.Member
+      |> Ash.Changeset.for_create(:create_member, attrs)
+      |> Ash.create!()
+    end
+
+    # Helper to create a cycle
+    defp create_cycle(member, fee_type, attrs) do
+      # Delete any auto-generated cycles first to avoid conflicts
+      existing_cycles =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.read!()
+
+      Enum.each(existing_cycles, fn cycle -> Ash.destroy!(cycle) end)
+
+      default_attrs = %{
+        cycle_start: ~D[2023-01-01],
+        amount: Decimal.new("50.00"),
+        member_id: member.id,
+        membership_fee_type_id: fee_type.id,
+        status: :unpaid
+      }
+
+      attrs = Map.merge(default_attrs, attrs)
+
+      MembershipFeeCycle
+      |> Ash.Changeset.for_create(:create, attrs)
+      |> Ash.create!()
+    end
+
+    test "filter shows only members with paid status in last cycle", %{conn: conn} do
+      conn = conn_with_oidc_user(conn)
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      last_year_start = Date.new!(today.year - 1, 1, 1)
+
+      # Member with paid last cycle
+      paid_member =
+        create_member(%{
+          first_name: "PaidLast",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(paid_member, fee_type, %{cycle_start: last_year_start, status: :paid})
+
+      # Member with unpaid last cycle
+      unpaid_member =
+        create_member(%{
+          first_name: "UnpaidLast",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(unpaid_member, fee_type, %{cycle_start: last_year_start, status: :unpaid})
+
+      {:ok, _view, html} = live(conn, "/members?cycle_status_filter=paid")
+
+      assert html =~ "PaidLast"
+      refute html =~ "UnpaidLast"
+    end
+
+    test "filter shows only members with unpaid status in last cycle", %{conn: conn} do
+      conn = conn_with_oidc_user(conn)
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      last_year_start = Date.new!(today.year - 1, 1, 1)
+
+      # Member with paid last cycle
+      paid_member =
+        create_member(%{
+          first_name: "PaidLast",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(paid_member, fee_type, %{cycle_start: last_year_start, status: :paid})
+
+      # Member with unpaid last cycle
+      unpaid_member =
+        create_member(%{
+          first_name: "UnpaidLast",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(unpaid_member, fee_type, %{cycle_start: last_year_start, status: :unpaid})
+
+      {:ok, _view, html} = live(conn, "/members?cycle_status_filter=unpaid")
+
+      refute html =~ "PaidLast"
+      assert html =~ "UnpaidLast"
+    end
+
+    test "filter shows only members with paid status in current cycle", %{conn: conn} do
+      conn = conn_with_oidc_user(conn)
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      current_year_start = Date.new!(today.year, 1, 1)
+
+      # Member with paid current cycle
+      paid_member =
+        create_member(%{
+          first_name: "PaidCurrent",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(paid_member, fee_type, %{cycle_start: current_year_start, status: :paid})
+
+      # Member with unpaid current cycle
+      unpaid_member =
+        create_member(%{
+          first_name: "UnpaidCurrent",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(unpaid_member, fee_type, %{cycle_start: current_year_start, status: :unpaid})
+
+      {:ok, _view, html} = live(conn, "/members?cycle_status_filter=paid&show_current_cycle=true")
+
+      assert html =~ "PaidCurrent"
+      refute html =~ "UnpaidCurrent"
+    end
+
+    test "filter shows only members with unpaid status in current cycle", %{conn: conn} do
+      conn = conn_with_oidc_user(conn)
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      current_year_start = Date.new!(today.year, 1, 1)
+
+      # Member with paid current cycle
+      paid_member =
+        create_member(%{
+          first_name: "PaidCurrent",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(paid_member, fee_type, %{cycle_start: current_year_start, status: :paid})
+
+      # Member with unpaid current cycle
+      unpaid_member =
+        create_member(%{
+          first_name: "UnpaidCurrent",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(unpaid_member, fee_type, %{cycle_start: current_year_start, status: :unpaid})
+
+      {:ok, _view, html} =
+        live(conn, "/members?cycle_status_filter=unpaid&show_current_cycle=true")
+
+      refute html =~ "PaidCurrent"
+      assert html =~ "UnpaidCurrent"
+    end
+
+    test "toggle cycle view updates URL and preserves filter", %{conn: conn} do
+      conn = conn_with_oidc_user(conn)
+
+      # Start with last cycle view and paid filter
+      {:ok, view, _html} = live(conn, "/members?cycle_status_filter=paid")
+
+      # Toggle to current cycle - this should update URL and preserve filter
+      # Use the button in the membership fee status column header
+      view
+      |> element("button[phx-click='toggle_cycle_view'].btn-xs")
+      |> render_click()
+
+      # Wait for patch to complete
+      path = assert_patch(view)
+
+      # URL should contain both filter and show_current_cycle
+      assert path =~ "cycle_status_filter=paid"
+      assert path =~ "show_current_cycle=true"
+    end
+  end
 end