feat: implement full CRUD for membership fee types with settings UI

- Add interval immutability and deletion prevention validations
- Add settings validation for default_membership_fee_type_id
- Create MembershipFeeSettingsLive for admin UI with form handling
- Add comprehensive test coverage (unit, integration, settings)
This commit is contained in:
Moritz 2025-12-12 17:52:52 +01:00
parent 82897d5cd3
commit da1fd3da73
7 changed files with 754 additions and 2 deletions

View file

@ -0,0 +1,284 @@
defmodule MvWeb.MembershipFeeSettingsLive do
@moduledoc """
LiveView for managing membership fee settings (Admin).
Allows administrators to configure:
- Default membership fee type for new members
- Whether to include the joining cycle in membership fee generation
"""
use MvWeb, :live_view
alias Mv.Membership
alias Mv.MembershipFees.MembershipFeeType
@impl true
def mount(_params, _session, socket) do
{:ok, settings} = Membership.get_settings()
membership_fee_types =
MembershipFeeType
|> Ash.Query.sort(name: :asc)
|> Ash.read!()
{:ok,
socket
|> assign(:page_title, gettext("Membership Fee Settings"))
|> assign(:settings, settings)
|> assign(:membership_fee_types, membership_fee_types)
|> assign(:selected_fee_type_id, settings.default_membership_fee_type_id)
|> assign(:include_joining_cycle, settings.include_joining_cycle)
|> assign(:changeset, to_form(%{}, as: :settings))}
end
@impl true
def handle_event("validate", %{"settings" => params}, socket) do
changeset =
%{}
|> validate_settings(params)
|> to_form(as: :settings)
{:noreply, assign(socket, changeset: changeset)}
end
def handle_event("save", %{"settings" => params}, socket) do
case update_settings(socket.assigns.settings, params) do
{:ok, updated_settings} ->
{:noreply,
socket
|> put_flash(:info, gettext("Settings saved successfully."))
|> assign(:settings, updated_settings)
|> assign(:selected_fee_type_id, updated_settings.default_membership_fee_type_id)
|> assign(:include_joining_cycle, updated_settings.include_joining_cycle)
|> assign(:changeset, to_form(%{}, as: :settings))}
{:error, changeset} ->
{:noreply,
socket
|> put_flash(:error, gettext("Failed to save settings. Please check the errors below."))
|> assign(:changeset, to_form(changeset, as: :settings))}
end
end
@impl true
def render(assigns) do
~H"""
<Layouts.app flash={@flash} current_user={@current_user}>
<.header>
{gettext("Membership Fee Settings")}
<:subtitle>
{gettext("Configure global settings for membership fees.")}
</:subtitle>
</.header>
<div class="grid gap-6 lg:grid-cols-2">
<%!-- Settings Form --%>
<div class="card bg-base-100 shadow-xl">
<div class="card-body">
<h2 class="card-title">
<.icon name="hero-cog-6-tooth" class="size-5" />
{gettext("Global Settings")}
</h2>
<.form
for={@changeset}
phx-change="validate"
phx-submit="save"
class="space-y-6"
>
<%!-- Default Membership Fee Type --%>
<fieldset class="fieldset">
<label class="label">
<span class="label-text font-semibold">
{gettext("Default Membership Fee Type")}
</span>
</label>
<select
name="settings[default_membership_fee_type_id]"
class="select select-bordered w-full"
phx-debounce="blur"
>
<option value="">{gettext("None (no default)")}</option>
<option
:for={fee_type <- @membership_fee_types}
value={fee_type.id}
selected={fee_type.id == @selected_fee_type_id}
>
{fee_type.name} ({format_currency(fee_type.amount)}, {format_interval(fee_type.interval)})
</option>
</select>
<p class="text-sm text-base-content/60 mt-2">
{gettext(
"This membership fee type is automatically assigned to all new members. Can be changed individually per member."
)}
</p>
</fieldset>
<%!-- Include Joining Cycle --%>
<fieldset class="fieldset">
<label class="label cursor-pointer justify-start gap-3">
<input
type="checkbox"
name="settings[include_joining_cycle]"
class="checkbox checkbox-primary"
checked={@include_joining_cycle}
phx-debounce="blur"
/>
<span class="label-text font-semibold">
{gettext("Include joining cycle")}
</span>
</label>
<div class="ml-9 space-y-2">
<p class="text-sm text-base-content/60">
{gettext("When active: Members pay from the cycle of their joining.")}
</p>
<p class="text-sm text-base-content/60">
{gettext("When inactive: Members pay from the next full cycle after joining.")}
</p>
</div>
</fieldset>
<div class="divider"></div>
<button type="submit" class="btn btn-primary w-full">
<.icon name="hero-check" class="size-5" />
{gettext("Save Settings")}
</button>
</.form>
</div>
</div>
<%!-- Examples Card --%>
<div class="card bg-base-200">
<div class="card-body">
<h2 class="card-title">
<.icon name="hero-light-bulb" class="size-5" />
{gettext("Examples")}
</h2>
<.example_section
title={gettext("Yearly Interval - Joining Cycle Included")}
joining_date="15.03.2023"
include_joining={true}
start_date="01.01.2023"
periods={["2023", "2024", "2025"]}
note={gettext("Member pays for the year they joined")}
/>
<div class="divider"></div>
<.example_section
title={gettext("Yearly Interval - Joining Cycle Excluded")}
joining_date="15.03.2023"
include_joining={false}
start_date="01.01.2024"
periods={["2024", "2025"]}
note={gettext("Member pays from the next full year")}
/>
<div class="divider"></div>
<.example_section
title={gettext("Quarterly Interval - Joining Cycle Excluded")}
joining_date="15.05.2024"
include_joining={false}
start_date="01.07.2024"
periods={["Q3/2024", "Q4/2024", "Q1/2025"]}
note={gettext("Member pays from the next full quarter")}
/>
<div class="divider"></div>
<.example_section
title={gettext("Monthly Interval - Joining Cycle Included")}
joining_date="15.03.2024"
include_joining={true}
start_date="01.03.2024"
periods={["03/2024", "04/2024", "05/2024", "..."]}
note={gettext("Member pays from the joining month")}
/>
</div>
</div>
</div>
</Layouts.app>
"""
end
# Example section component
attr :title, :string, required: true
attr :joining_date, :string, required: true
attr :include_joining, :boolean, required: true
attr :start_date, :string, required: true
attr :periods, :list, required: true
attr :note, :string, required: true
defp example_section(assigns) do
~H"""
<div class="space-y-2">
<h3 class="font-semibold text-sm">{@title}</h3>
<div class="bg-base-300 rounded-lg p-3 text-sm space-y-1">
<p>
<span class="text-base-content/60">{gettext("Joining date")}:</span>
<span class="font-mono">{@joining_date}</span>
</p>
<p>
<span class="text-base-content/60">{gettext("Membership fee start")}:</span>
<span class="font-mono font-semibold text-primary">{@start_date}</span>
</p>
<p>
<span class="text-base-content/60">{gettext("Generated cycles")}:</span>
<span class="font-mono">
{Enum.join(@periods, ", ")}
</span>
</p>
</div>
<p class="text-xs text-base-content/60 italic"> {@note}</p>
</div>
"""
end
defp format_currency(%Decimal{} = amount) do
"#{Decimal.to_string(amount)}"
end
defp format_interval(:monthly), do: gettext("Monthly")
defp format_interval(:quarterly), do: gettext("Quarterly")
defp format_interval(:half_yearly), do: gettext("Half-yearly")
defp format_interval(:yearly), do: gettext("Yearly")
defp validate_settings(attrs, params) do
attrs
|> Map.merge(params)
|> validate_default_fee_type()
end
defp validate_default_fee_type(%{"default_membership_fee_type_id" => ""} = attrs) do
Map.put(attrs, "default_membership_fee_type_id", nil)
end
defp validate_default_fee_type(attrs), do: attrs
defp update_settings(settings, params) do
# Convert empty string to nil for optional field
params =
if params["default_membership_fee_type_id"] == "" do
Map.put(params, "default_membership_fee_type_id", nil)
else
params
end
# Convert checkbox value to boolean
params =
Map.update(params, "include_joining_cycle", false, fn
"true" -> true
"false" -> false
true -> true
false -> false
_ -> false
end)
settings
|> Ash.Changeset.for_update(:update_membership_fee_settings, params)
|> Ash.update()
end
end