test(member-live): assert rendered behavior instead of socket internals in the index view

Replace :sys.get_state assertions on the LiveView socket with assertions on
rendered output, so the tests pin user-visible behavior rather than internal
state; the few sites with no observable equivalent are kept and annotated.

test/mv_web/member_live/index_test.exs

@@ -1,4 +1,8 @@
 defmodule MvWeb.MemberLive.IndexTest do
+  # async: false on purpose: the @slow "boolean filter performance with 150 members"
+  # test asserts a wall-clock budget (duration < 1000ms). Running this module in
+  # parallel with others adds CPU contention that inflates that measurement and makes
+  # the timing assertion flaky, so this module stays synchronous.
   use MvWeb.ConnCase, async: false
   import Phoenix.LiveViewTest
   require Ash.Query
@@ -297,10 +301,14 @@ defmodule MvWeb.MemberLive.IndexTest do
 
     send(view.pid, {:search_changed, "Friedrich"})
 
-    state = :sys.get_state(view.pid)
+    # Rationale: this exercises the handle_info(:search_changed) callback in isolation.
-
+    # The search box value is owned by SearchBarComponent (assign_new), and scope is
-    assert state.socket.assigns.query == "Friedrich"
+    # recomputed on handle_params rather than this handle_info, so the updated :query
-    assert is_list(state.socket.assigns.members)
+    # and :members assigns have no faithful rendered proxy here. The assigns are
+    # asserted on internal state to preserve the original coverage of the callback.
+    assigns = :sys.get_state(view.pid).socket.assigns
+    assert assigns.query == "Friedrich"
+    assert is_list(assigns.members)
   end
 
   @tag :ui
@@ -393,6 +401,38 @@ defmodule MvWeb.MemberLive.IndexTest do
     |> LazyHTML.query(~s([data-testid="bulk-actions-scope-badge"]))
   end
 
+  # Opens the bulk-actions dropdown and returns the mailto link's BCC payload
+  # (everything after "mailto:?bcc="). This is the observable carrier of the
+  # recipient set / recipient_count, replacing direct socket-assign inspection.
+  defp mailto_bcc(view) do
+    view |> element(~s([data-testid="bulk-actions-button"])) |> render_click()
+
+    href =
+      render(view)
+      |> LazyHTML.from_fragment()
+      |> LazyHTML.query(~s([data-testid="bulk-actions-mailto"]))
+      |> LazyHTML.attribute("href")
+      |> List.first()
+
+    case href do
+      "mailto:?bcc=" <> bcc -> bcc
+      other -> other || ""
+    end
+  end
+
+  # Opens the member-filter dropdown so its boolean filter controls are rendered.
+  defp open_member_filter(view) do
+    view
+    |> element(~s(button[phx-click="toggle_dropdown"][aria-label="Filter members"]))
+    |> render_click()
+  end
+
+  # Returns the rendered HTML of the member-filter dropdown (with it open).
+  defp member_filter_html(view) do
+    open_member_filter(view)
+    render(view)
+  end
+
   describe "copy_emails feature" do
     setup do
       system_actor = SystemActor.get_system_actor()
@@ -528,15 +568,13 @@ defmodule MvWeb.MemberLive.IndexTest do
 
       # Select two members by sending the select_member event directly
       render_click(view, "select_member", %{"id" => member1.id})
-      render_click(view, "select_member", %{"id" => member2.id})
+      html = render_click(view, "select_member", %{"id" => member2.id})
 
-      # Get the socket state to verify the formatted email string
+      # Both selected members are observably reflected: their row checkboxes are
-      state = :sys.get_state(view.pid)
+      # checked and the scope badge shows the selection count ("2").
-      selected_members = state.socket.assigns.selected_members
+      assert has_element?(view, ~s(input[role="checkbox"][name="#{member1.id}"][checked]))
-
+      assert has_element?(view, ~s(input[role="checkbox"][name="#{member2.id}"][checked]))
-      # Verify MapSet is used
+      assert scope_badge(html) |> LazyHTML.text() |> String.trim() == "2"
-      assert %MapSet{} = selected_members
-      assert MapSet.size(selected_members) == 2
     end
 
     test "email format is 'First Last <email>' with comma separator", %{
@@ -969,26 +1007,23 @@ defmodule MvWeb.MemberLive.IndexTest do
 
     test "scope is :all when nothing selected and no filter", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
-      {:ok, view, _html} = live(conn, "/members")
+      {:ok, _view, html} = live(conn, "/members")
 
-      assigns = :sys.get_state(view.pid).socket.assigns
+      # :all scope renders the muted "all" badge.
-      assert assigns.scope == :all
+      assert scope_badge(html) |> LazyHTML.text() |> String.trim() == "all"
     end
 
     test "scope is :filtered when a search term is active", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
-      {:ok, view, _html} = live(conn, "/members?query=Scope")
+      {:ok, _view, html} = live(conn, "/members?query=Scope")
 
-      assigns = :sys.get_state(view.pid).socket.assigns
+      # An active search narrows the list, so the scope badge reads "filtered".
-      assert assigns.scope == :filtered
+      assert scope_badge(html) |> LazyHTML.text() |> String.trim() == "filtered"
     end
 
     test "scope is :filtered when a non-search filter is active", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
-      {:ok, view, html} = live(conn, "/members?cycle_status_filter=paid")
+      {:ok, _view, html} = live(conn, "/members?cycle_status_filter=paid")
-
-      assigns = :sys.get_state(view.pid).socket.assigns
-      assert assigns.scope == :filtered
 
       badge = scope_badge(html)
       assert badge |> LazyHTML.text() |> String.trim() == "filtered"
@@ -1001,10 +1036,13 @@ defmodule MvWeb.MemberLive.IndexTest do
       conn = conn_with_oidc_user(conn)
       {:ok, view, _html} = live(conn, "/members")
 
-      render_click(view, "select_member", %{"id" => member1.id})
+      html = render_click(view, "select_member", %{"id" => member1.id})
 
-      assigns = :sys.get_state(view.pid).socket.assigns
+      # A selection switches the badge to the emphasized (primary) variant whose
-      assert assigns.scope == :selection
+      # label is the selected count ("1"), which is the observable proxy for scope == :selection.
+      badge = scope_badge(html)
+      assert badge |> LazyHTML.text() |> String.trim() == "1"
+      assert badge |> LazyHTML.attribute("class") |> List.first() =~ "badge-primary"
     end
 
     test "with no selection, recipient_count and mailto_bcc cover all members", %{
@@ -1013,11 +1051,11 @@ defmodule MvWeb.MemberLive.IndexTest do
       conn = conn_with_oidc_user(conn)
       {:ok, view, _html} = live(conn, "/members")
 
-      assigns = :sys.get_state(view.pid).socket.assigns
+      # The mailto link's BCC is the observable carrier of recipient_count/mailto_bcc.
+      bcc = mailto_bcc(view)
       # Both seeded members have an email, so the no-selection scope covers both.
-      assert assigns.recipient_count == 2
+      assert bcc =~ "scope1%40example.com"
-      assert assigns.mailto_bcc =~ "scope1%40example.com"
+      assert bcc =~ "scope2%40example.com"
-      assert assigns.mailto_bcc =~ "scope2%40example.com"
     end
 
     test "with a selection, recipient_count and mailto_bcc cover only the selection", %{
@@ -1029,10 +1067,9 @@ defmodule MvWeb.MemberLive.IndexTest do
 
       render_click(view, "select_member", %{"id" => member1.id})
 
-      assigns = :sys.get_state(view.pid).socket.assigns
+      bcc = mailto_bcc(view)
-      assert assigns.recipient_count == 1
+      assert bcc =~ "scope1%40example.com"
-      assert assigns.mailto_bcc =~ "scope1%40example.com"
+      refute bcc =~ "scope2%40example.com"
-      refute assigns.mailto_bcc =~ "scope2%40example.com"
     end
   end
 
@@ -1298,6 +1335,9 @@ defmodule MvWeb.MemberLive.IndexTest do
       conn = conn_with_oidc_user(conn)
       {:ok, view, _html} = live(conn, "/members")
 
+      # Rationale: with no boolean fields and no active filter there is no rendered
+      # filter control or active-count badge to observe, so the empty initial filter
+      # map is asserted on internal state directly.
       state = :sys.get_state(view.pid)
       assert state.socket.assigns.boolean_custom_field_filters == %{}
     end
@@ -1309,6 +1349,9 @@ defmodule MvWeb.MemberLive.IndexTest do
       conn = conn_with_oidc_user(conn)
       {:ok, view, _html} = live(conn, "/members")
 
+      # Rationale: the absence of boolean fields means the filter dropdown renders
+      # no boolean fieldsets; "empty list" has no positive rendered signal, so it is
+      # asserted on internal state directly.
       state = :sys.get_state(view.pid)
       assert state.socket.assigns.boolean_custom_fields == []
     end
@@ -1319,89 +1362,82 @@ defmodule MvWeb.MemberLive.IndexTest do
       # Create boolean and non-boolean custom fields
       boolean_field1 = create_boolean_custom_field(%{name: "Active Member"})
       boolean_field2 = create_boolean_custom_field(%{name: "Newsletter Subscription"})
-      _string_field = create_string_custom_field(%{name: "Phone Number"})
+      string_field = create_string_custom_field(%{name: "Phone Number"})
 
       {:ok, view, _html} = live(conn, "/members")
+      open_member_filter(view)
 
-      state = :sys.get_state(view.pid)
+      # Only the boolean fields render a tri-state filter control; the string field does not.
-      boolean_custom_fields = state.socket.assigns.boolean_custom_fields
+      assert has_element?(view, "##{"custom-boolean-filter-#{boolean_field1.id}-all"}")
-
+      assert has_element?(view, "##{"custom-boolean-filter-#{boolean_field2.id}-all"}")
-      # Should only contain boolean fields
+      refute has_element?(view, "##{"custom-boolean-filter-#{string_field.id}-all"}")
-      assert length(boolean_custom_fields) == 2
-      assert Enum.all?(boolean_custom_fields, &(&1.value_type == :boolean))
-      assert Enum.any?(boolean_custom_fields, &(&1.id == boolean_field1.id))
-      assert Enum.any?(boolean_custom_fields, &(&1.id == boolean_field2.id))
     end
 
     test "mount sorts boolean custom fields by name ascending", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
 
       # Create boolean fields with specific names to test sorting
-      _boolean_field_z = create_boolean_custom_field(%{name: "Zebra Field"})
+      field_z = create_boolean_custom_field(%{name: "Zebra Field"})
-      _boolean_field_a = create_boolean_custom_field(%{name: "Alpha Field"})
+      field_a = create_boolean_custom_field(%{name: "Alpha Field"})
-      _boolean_field_m = create_boolean_custom_field(%{name: "Middle Field"})
+      field_m = create_boolean_custom_field(%{name: "Middle Field"})
 
       {:ok, view, _html} = live(conn, "/members")
+      html = member_filter_html(view)
 
-      state = :sys.get_state(view.pid)
+      # The rendered boolean filter controls appear in name-ascending order.
-      boolean_custom_fields = state.socket.assigns.boolean_custom_fields
+      rendered_order =
+        html
+        |> LazyHTML.from_fragment()
+        |> LazyHTML.query(~s(input[id$="-all"][name^="custom_boolean"]))
+        |> LazyHTML.attribute("id")
+        |> Enum.map(
+          &(&1
+            |> String.replace_prefix("custom-boolean-filter-", "")
+            |> String.replace_suffix("-all", ""))
+        )
 
-      # Should be sorted by name ascending
+      assert rendered_order == [field_a.id, field_m.id, field_z.id]
-      names = Enum.map(boolean_custom_fields, & &1.name)
-      assert names == ["Alpha Field", "Middle Field", "Zebra Field"]
     end
 
     test "handle_params parses bf_<id> values correctly", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
       boolean_field = create_boolean_custom_field()
 
-      # Test true value
+      # Test true value: the "Yes" radio is checked (the boolean true, not the string "true").
-      {:ok, view1, _html} =
+      {:ok, view1, _html} = live(conn, "/members?bf_#{boolean_field.id}=true")
-        live(conn, "/members?bf_#{boolean_field.id}=true")
+      open_member_filter(view1)
+      assert has_element?(view1, "##{"custom-boolean-filter-#{boolean_field.id}-true"}[checked]")
+      refute has_element?(view1, "##{"custom-boolean-filter-#{boolean_field.id}-all"}[checked]")
 
-      state1 = :sys.get_state(view1.pid)
+      # Test false value: the "No" radio is checked.
-      filters1 = state1.socket.assigns.boolean_custom_field_filters
+      {:ok, view2, _html} = live(conn, "/members?bf_#{boolean_field.id}=false")
-      assert filters1[boolean_field.id] == true
+      open_member_filter(view2)
-      refute filters1[boolean_field.id] == "true"
+      assert has_element?(view2, "##{"custom-boolean-filter-#{boolean_field.id}-false"}[checked]")
-
+      refute has_element?(view2, "##{"custom-boolean-filter-#{boolean_field.id}-all"}[checked]")
-      # Test false value
-      {:ok, view2, _html} =
-        live(conn, "/members?bf_#{boolean_field.id}=false")
-
-      state2 = :sys.get_state(view2.pid)
-      filters2 = state2.socket.assigns.boolean_custom_field_filters
-      assert filters2[boolean_field.id] == false
-      refute filters2[boolean_field.id] == "false"
     end
 
     test "handle_params ignores non-existent custom field IDs", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
       fake_id = Ecto.UUID.generate()
 
-      {:ok, view, _html} =
+      {:ok, view, _html} = live(conn, "/members?bf_#{fake_id}=true")
-        live(conn, "/members?bf_#{fake_id}=true")
+      open_member_filter(view)
 
-      state = :sys.get_state(view.pid)
+      # No filter control exists for a non-existent field, and no active-filter badge appears.
-      filters = state.socket.assigns.boolean_custom_field_filters
+      refute has_element?(view, "##{"custom-boolean-filter-#{fake_id}-true"}")
-
+      refute has_element?(view, ~s(button[aria-label="Filter members"].btn-active))
-      # Filter should not be added for non-existent custom field
-      refute Map.has_key?(filters, fake_id)
-      assert filters == %{}
     end
 
     test "handle_params ignores non-boolean custom fields", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
       string_field = create_string_custom_field()
 
-      {:ok, view, _html} =
+      {:ok, view, _html} = live(conn, "/members?bf_#{string_field.id}=true")
-        live(conn, "/members?bf_#{string_field.id}=true")
+      open_member_filter(view)
 
-      state = :sys.get_state(view.pid)
+      # A string field is never rendered as a boolean filter, and no filter becomes active.
-      filters = state.socket.assigns.boolean_custom_field_filters
+      refute has_element?(view, "##{"custom-boolean-filter-#{string_field.id}-true"}")
-
+      refute has_element?(view, ~s(button[aria-label="Filter members"].btn-active))
-      # Filter should not be added for non-boolean custom field
-      refute Map.has_key?(filters, string_field.id)
-      assert filters == %{}
     end
 
     test "handle_params ignores invalid filter values", %{conn: conn} do
@@ -1412,15 +1448,12 @@ defmodule MvWeb.MemberLive.IndexTest do
       invalid_values = ["1", "0", "yes", "no", "True", "False", "", "invalid", "null"]
 
       for invalid_value <- invalid_values do
-        {:ok, view, _html} =
+        {:ok, view, _html} = live(conn, "/members?bf_#{boolean_field.id}=#{invalid_value}")
-          live(conn, "/members?bf_#{boolean_field.id}=#{invalid_value}")
+        open_member_filter(view)
 
-        state = :sys.get_state(view.pid)
+        # An invalid value leaves the field's filter at "All" (no filter applied).
-        filters = state.socket.assigns.boolean_custom_field_filters
+        assert has_element?(view, "##{"custom-boolean-filter-#{boolean_field.id}-all"}[checked]"),
-
+               "Invalid value '#{invalid_value}' should leave the filter at All"
-        # Invalid values should not be added to filters
-        refute Map.has_key?(filters, boolean_field.id),
-               "Invalid value '#{invalid_value}' should not be added to filters"
       end
     end
 
@@ -1435,12 +1468,16 @@ defmodule MvWeb.MemberLive.IndexTest do
           "/members?bf_#{boolean_field1.id}=true&bf_#{boolean_field2.id}=false"
         )
 
-      state = :sys.get_state(view.pid)
+      open_member_filter(view)
-      filters = state.socket.assigns.boolean_custom_field_filters
 
-      assert filters[boolean_field1.id] == true
+      # Both filters are reflected: field1 at "Yes", field2 at "No", and the
-      assert filters[boolean_field2.id] == false
+      # active-filter count badge shows 2.
-      assert map_size(filters) == 2
+      assert has_element?(view, "##{"custom-boolean-filter-#{boolean_field1.id}-true"}[checked]")
+      assert has_element?(view, "##{"custom-boolean-filter-#{boolean_field2.id}-false"}[checked]")
+
+      assert view
+             |> element(~s(button[aria-label="Filter members"] .badge), "2")
+             |> has_element?()
     end
 
     test "build_query_params includes active boolean filters and excludes nil filters", %{
@@ -1514,12 +1551,12 @@ defmodule MvWeb.MemberLive.IndexTest do
           "/members?cycle_status_filter=paid&bf_#{boolean_field.id}=true"
         )
 
-      state = :sys.get_state(view.pid)
+      open_member_filter(view)
-      filters = state.socket.assigns.boolean_custom_field_filters
 
-      # Both filters should be set
+      # Both filters are reflected in the rendered controls: the boolean field at
-      assert filters[boolean_field.id] == true
+      # "Yes" and the payment-status filter at "paid".
-      assert state.socket.assigns.cycle_status_filter == :paid
+      assert has_element?(view, "##{"custom-boolean-filter-#{boolean_field.id}-true"}[checked]")
+      assert has_element?(view, "#payment-filter-paid[checked]")
 
       # Both should be in URL when triggering search
       view
@@ -1540,9 +1577,8 @@ defmodule MvWeb.MemberLive.IndexTest do
       {:ok, view, _html} =
         live(conn, "/members?bf_#{boolean_field.id}=true")
 
-      state_before = :sys.get_state(view.pid)
+      open_member_filter(view)
-      filters_before = state_before.socket.assigns.boolean_custom_field_filters
+      assert has_element?(view, "##{"custom-boolean-filter-#{boolean_field.id}-true"}[checked]")
-      assert filters_before[boolean_field.id] == true
 
       # Delete the custom field (requires actor with destroy permission)
       Ash.destroy!(boolean_field, actor: system_actor)
@@ -1551,12 +1587,11 @@ defmodule MvWeb.MemberLive.IndexTest do
       {:ok, view2, _html} =
         live(conn, "/members?bf_#{boolean_field.id}=true")
 
-      state_after = :sys.get_state(view2.pid)
+      open_member_filter(view2)
-      filters_after = state_after.socket.assigns.boolean_custom_field_filters
 
-      # Filter should not be present for deleted custom field
+      # The deleted field renders no filter control and no filter is active.
-      refute Map.has_key?(filters_after, boolean_field.id)
+      refute has_element?(view2, "##{"custom-boolean-filter-#{boolean_field.id}-true"}")
-      assert filters_after == %{}
+      refute has_element?(view2, ~s(button[aria-label="Filter members"].btn-active))
     end
 
     test "handle_params handles URL-encoded custom field IDs correctly", %{conn: conn} do
@@ -1569,12 +1604,11 @@ defmodule MvWeb.MemberLive.IndexTest do
       {:ok, view, _html} =
         live(conn, "/members?bf_#{encoded_id}=true")
 
-      state = :sys.get_state(view.pid)
+      open_member_filter(view)
-      filters = state.socket.assigns.boolean_custom_field_filters
 
-      # Filter should work with URL-encoded ID
+      # Phoenix decodes the param, so the filter applies under the original ID:
-      # Phoenix should decode it automatically, so we check with original ID
+      # the "Yes" radio for the field is checked.
-      assert filters[boolean_field.id] == true
+      assert has_element?(view, "##{"custom-boolean-filter-#{boolean_field.id}-true"}[checked]")
     end
 
     test "handle_params ignores malformed prefix (bf_bf_<uuid>)", %{conn: conn} do
@@ -1585,12 +1619,12 @@ defmodule MvWeb.MemberLive.IndexTest do
       {:ok, view, _html} =
         live(conn, "/members?bf_bf_#{boolean_field.id}=true")
 
-      state = :sys.get_state(view.pid)
+      open_member_filter(view)
-      filters = state.socket.assigns.boolean_custom_field_filters
 
-      # Should not parse as valid filter (UUID validation should fail)
+      # The double-prefixed param is not a valid filter: the field stays at "All"
-      refute Map.has_key?(filters, boolean_field.id)
+      # and no filter is active.
-      assert filters == %{}
+      assert has_element?(view, "##{"custom-boolean-filter-#{boolean_field.id}-all"}[checked]")
+      refute has_element?(view, ~s(button[aria-label="Filter members"].btn-active))
     end
 
     test "handle_params limits number of boolean filters to prevent DoS", %{conn: conn} do
@@ -1605,17 +1639,11 @@ defmodule MvWeb.MemberLive.IndexTest do
 
       {:ok, view, _html} = live(conn, "/members?#{filter_params}")
 
-      state = :sys.get_state(view.pid)
+      # The active-filter count badge is the observable carrier of the filter count.
-      filters = state.socket.assigns.boolean_custom_field_filters
+      # With 60 requested filters, the DoS cap clamps it to exactly 50.
-
+      assert view
-      # Should limit to maximum 50 filters
+             |> element(~s(button[aria-label="Filter members"] .badge), "50")
-      assert map_size(filters) <= 50
+             |> has_element?()
-      # All filters in the result should be valid
-      Enum.each(filters, fn {id, value} ->
-        assert value in [true, false]
-        # Verify the ID corresponds to one of our boolean fields
-        assert id in Enum.map(boolean_fields, &to_string(&1.id))
-      end)
     end
 
     test "handle_params ignores extremely long custom field IDs", %{conn: conn} do
@@ -1628,14 +1656,12 @@ defmodule MvWeb.MemberLive.IndexTest do
       {:ok, view, _html} =
         live(conn, "/members?bf_#{fake_long_id}=true")
 
-      state = :sys.get_state(view.pid)
+      open_member_filter(view)
-      filters = state.socket.assigns.boolean_custom_field_filters
 
-      # Should not accept the extremely long ID
+      # The over-long ID is rejected: the real field stays at "All" and no filter
-      refute Map.has_key?(filters, fake_long_id)
+      # is active.
-      # Valid boolean field should still work
+      assert has_element?(view, "##{"custom-boolean-filter-#{boolean_field.id}-all"}[checked]")
-      refute Map.has_key?(filters, boolean_field.id)
+      refute has_element?(view, ~s(button[aria-label="Filter members"].btn-active))
-      assert filters == %{}
     end
 
     # Helper to create a member with a boolean custom field value
@@ -2283,24 +2309,20 @@ defmodule MvWeb.MemberLive.IndexTest do
 
       # Start with no boolean custom fields
       {:ok, view, _html} = live(conn, "/members")
+      open_member_filter(view)
 
-      state_before = :sys.get_state(view.pid)
+      # No boolean field control is rendered yet.
-      boolean_fields_before = state_before.socket.assigns.boolean_custom_fields
+      refute has_element?(view, ~s(input[name^="custom_boolean"]))
-      assert boolean_fields_before == []
 
       # Create a new boolean custom field
       new_boolean_field = create_boolean_custom_field(%{name: "Newly Added Field"})
 
-      # Navigate again - the new field should appear
+      # Navigate again - the new field should appear in the filter dropdown.
       {:ok, view2, _html} = live(conn, "/members")
+      html_after = member_filter_html(view2)
 
-      state_after = :sys.get_state(view2.pid)
+      assert has_element?(view2, "##{"custom-boolean-filter-#{new_boolean_field.id}-all"}")
-      boolean_fields_after = state_after.socket.assigns.boolean_custom_fields
+      assert html_after =~ "Newly Added Field"
-
-      # New boolean field should be present
-      assert length(boolean_fields_after) == 1
-      assert Enum.any?(boolean_fields_after, &(&1.id == new_boolean_field.id))
-      assert Enum.any?(boolean_fields_after, &(&1.name == "Newly Added Field"))
     end
 
     @tag :slow