feat(date-filter): introduce DateFilter module with URL codec and Ash query expressions

This commit is contained in:
Moritz 2026-05-20 16:24:08 +02:00
parent 143c0c5c24
commit ddd4a9a878
7 changed files with 1195 additions and 0 deletions

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@ -26,6 +26,18 @@ defmodule Mv.Constants do
@fee_type_filter_prefix "fee_type_"
@join_date_from_param "jd_from"
@join_date_to_param "jd_to"
@exit_date_mode_param "ed_mode"
@exit_date_from_param "ed_from"
@exit_date_to_param "ed_to"
@custom_date_filter_prefix "cdf_"
@max_boolean_filters 50
@max_uuid_length 36
@ -84,6 +96,70 @@ defmodule Mv.Constants do
"""
def fee_type_filter_prefix, do: @fee_type_filter_prefix
@doc """
Returns the URL parameter name for the join_date lower bound filter.
## Examples
iex> Mv.Constants.join_date_from_param()
"jd_from"
"""
def join_date_from_param, do: @join_date_from_param
@doc """
Returns the URL parameter name for the join_date upper bound filter.
## Examples
iex> Mv.Constants.join_date_to_param()
"jd_to"
"""
def join_date_to_param, do: @join_date_to_param
@doc """
Returns the URL parameter name for the exit_date filter mode
(`active_only` | `inactive_only` | `all` | `custom`).
## Examples
iex> Mv.Constants.exit_date_mode_param()
"ed_mode"
"""
def exit_date_mode_param, do: @exit_date_mode_param
@doc """
Returns the URL parameter name for the exit_date lower bound filter
(only relevant when ed_mode=custom).
## Examples
iex> Mv.Constants.exit_date_from_param()
"ed_from"
"""
def exit_date_from_param, do: @exit_date_from_param
@doc """
Returns the URL parameter name for the exit_date upper bound filter
(only relevant when ed_mode=custom).
## Examples
iex> Mv.Constants.exit_date_to_param()
"ed_to"
"""
def exit_date_to_param, do: @exit_date_to_param
@doc """
Returns the prefix for custom date field filter URL parameters
(e.g. cdf_<uuid>_from / cdf_<uuid>_to).
## Examples
iex> Mv.Constants.custom_date_filter_prefix()
"cdf_"
"""
def custom_date_filter_prefix, do: @custom_date_filter_prefix
@doc """
Returns the maximum number of boolean custom field filters allowed per request.

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@ -0,0 +1,402 @@
defmodule MvWeb.MemberLive.Index.DateFilter do
@moduledoc """
Encapsulates the complete lifecycle of date-range filters used on the
member overview page.
Owns:
- the default filter state (active members only)
- URL encoding / decoding of filter state
- DB-level Ash expression construction for built-in date fields
(`join_date`, `exit_date`)
- in-memory predicates for custom date-typed custom fields
## Filter state shape
%{
join_date: %{from: nil | %Date{}, to: nil | %Date{}},
exit_date: %{
mode: :active_only | :inactive_only | :all | :custom,
from: nil | %Date{},
to: nil | %Date{}
},
# optional custom date field entries (UUID string keys):
"<uuid>" => %{from: nil | %Date{}, to: nil | %Date{}}
}
The default mode for `exit_date` is `:active_only`, which means
`exit_date IS NULL OR exit_date > today` a member who left today is hidden.
"""
require Ash.Query
import Ash.Expr
@join_date_from_param Mv.Constants.join_date_from_param()
@join_date_to_param Mv.Constants.join_date_to_param()
@exit_date_mode_param Mv.Constants.exit_date_mode_param()
@exit_date_from_param Mv.Constants.exit_date_from_param()
@exit_date_to_param Mv.Constants.exit_date_to_param()
@custom_date_filter_prefix Mv.Constants.custom_date_filter_prefix()
@doc """
Returns the default date filter state used on fresh page load and after
"Clear filters". `exit_date` is set to `:active_only`; all other bounds are nil.
"""
@spec default() :: %{
join_date: %{from: nil, to: nil},
exit_date: %{mode: :active_only, from: nil, to: nil}
}
def default do
%{
join_date: %{from: nil, to: nil},
exit_date: %{mode: :active_only, from: nil, to: nil}
}
end
@doc """
Decodes URL params into a date filter state map.
Recognized keys:
* `"jd_from"` / `"jd_to"` join_date bounds (ISO-8601 dates)
* `"ed_mode"` exit_date mode (`"active_only"` | `"inactive_only"` |
`"all"` | `"custom"`); absent or unknown values fall back to
`:active_only`
* `"ed_from"` / `"ed_to"` exit_date bounds (ISO-8601 dates, used when
`ed_mode=custom`)
* `"cdf_<uuid>_from"` / `"cdf_<uuid>_to"` custom date field bounds;
the UUID must appear (by `to_string/1` on its `:id`) in
`date_custom_fields`, otherwise the entry is dropped
Malformed ISO-8601 strings are silently discarded; the corresponding bound
stays `nil`. No exception is raised for any malformed input.
"""
@spec from_params(map(), list()) :: map()
def from_params(params, date_custom_fields)
when is_map(params) and is_list(date_custom_fields) do
base = %{
join_date: %{
from: parse_date(Map.get(params, @join_date_from_param)),
to: parse_date(Map.get(params, @join_date_to_param))
},
exit_date: %{
mode: parse_exit_date_mode(Map.get(params, @exit_date_mode_param)),
from: parse_date(Map.get(params, @exit_date_from_param)),
to: parse_date(Map.get(params, @exit_date_to_param))
}
}
parse_custom_date_filters(params, date_custom_fields, base)
end
@doc """
Encodes a date filter state map into a URL params map (string keys, string
values).
Encoding rules:
* `join_date` from/to `"jd_from"` / `"jd_to"` (omitted when nil)
* `exit_date` mode
- `:active_only` is the default and is omitted entirely (no `ed_mode`,
no bounds a fresh URL is the canonical representation of the default
state)
- `:all` / `:inactive_only` `"ed_mode"` only; bounds are omitted
- `:custom` `"ed_mode" => "custom"` plus `"ed_from"` / `"ed_to"`
when those bounds are set
* custom date field entries (UUID string keys) `"cdf_<uuid>_from"` /
`"cdf_<uuid>_to"`; each bound is included only when non-nil; an entry
with both bounds nil produces no params
All dates are serialized via `Date.to_iso8601/1`.
"""
@spec to_params(map()) :: %{optional(String.t()) => String.t()}
def to_params(filters) when is_map(filters) do
%{}
|> put_join_date_params(Map.get(filters, :join_date, %{}))
|> put_exit_date_params(Map.get(filters, :exit_date, %{}))
|> put_custom_date_params(filters)
end
@doc """
Applies the DB-level portion of the date filter `join_date` and
`exit_date` constraints to the given Ash query.
Exit_date semantics by mode:
* `:active_only` `is_nil(exit_date) or exit_date > today`
* `:inactive_only` `not is_nil(exit_date) and exit_date <= today`
* `:all` no filter added for exit_date
* `:custom` `not is_nil(exit_date)` plus the active bounds; if both
bounds are nil, no filter is added (the user picked "custom" but
entered nothing)
Join_date is purely a range filter nil join_date is always excluded when
any bound is set:
* `from` set `not is_nil(join_date) and join_date >= from`
* `to` set `not is_nil(join_date) and join_date <= to`
* neither set no filter
Today's date is captured via `Date.utc_today/0`; callers needing a frozen
clock should wrap the call site, not this function.
"""
@spec apply_ash_filter(Ash.Query.t() | module(), map()) :: Ash.Query.t()
def apply_ash_filter(query_or_resource, filters) when is_map(filters) do
query_or_resource
|> Ash.Query.new()
|> apply_exit_date_filter(Map.get(filters, :exit_date, %{}))
|> apply_join_date_filter(Map.get(filters, :join_date, %{}))
end
defp apply_exit_date_filter(query, %{mode: :all}), do: query
defp apply_exit_date_filter(query, %{mode: :active_only}) do
today = Date.utc_today()
Ash.Query.filter(query, expr(is_nil(exit_date) or exit_date > ^today))
end
defp apply_exit_date_filter(query, %{mode: :inactive_only}) do
today = Date.utc_today()
Ash.Query.filter(query, expr(not is_nil(exit_date) and exit_date <= ^today))
end
defp apply_exit_date_filter(query, %{mode: :custom, from: nil, to: nil}), do: query
defp apply_exit_date_filter(query, %{mode: :custom, from: from, to: nil}) do
Ash.Query.filter(query, expr(not is_nil(exit_date) and exit_date >= ^from))
end
defp apply_exit_date_filter(query, %{mode: :custom, from: nil, to: to}) do
Ash.Query.filter(query, expr(not is_nil(exit_date) and exit_date <= ^to))
end
defp apply_exit_date_filter(query, %{mode: :custom, from: from, to: to}) do
Ash.Query.filter(
query,
expr(not is_nil(exit_date) and exit_date >= ^from and exit_date <= ^to)
)
end
defp apply_exit_date_filter(query, _), do: query
defp apply_join_date_filter(query, %{from: nil, to: nil}), do: query
defp apply_join_date_filter(query, %{from: from, to: nil}) when not is_nil(from) do
Ash.Query.filter(query, expr(not is_nil(join_date) and join_date >= ^from))
end
defp apply_join_date_filter(query, %{from: nil, to: to}) when not is_nil(to) do
Ash.Query.filter(query, expr(not is_nil(join_date) and join_date <= ^to))
end
defp apply_join_date_filter(query, %{from: from, to: to})
when not is_nil(from) and not is_nil(to) do
Ash.Query.filter(
query,
expr(not is_nil(join_date) and join_date >= ^from and join_date <= ^to)
)
end
defp apply_join_date_filter(query, _), do: query
@doc """
Applies the in-memory portion of the date filter custom date fields
whose values live in JSONB-backed `custom_field_values`.
Behavior:
* Only entries whose UUID key matches a `date_custom_fields` entry
(by `to_string(field.id)` and `value_type == :date`) are considered.
* Entries with both bounds nil add no constraint.
* For an active entry, a member is kept iff its custom field value is
present AND the value (unwrapped from `%Ash.Union{type: :date}`)
satisfies `value >= from` (when from set) AND `value <= to`
(when to set).
* Members with `custom_field_values` nil, `%Ash.NotLoaded{}`, an empty
list, or no entry for the active field are excluded.
* Non-date `Ash.Union` types are treated as "no value" and exclude the
member.
Returns the filtered list of members (order preserved).
"""
@spec apply_in_memory([map()], map(), [map()]) :: [map()]
def apply_in_memory(members, filters, date_custom_fields)
when is_list(members) and is_map(filters) and is_list(date_custom_fields) do
active_filters = active_custom_date_filters(filters, date_custom_fields)
if active_filters == [] do
members
else
Enum.filter(members, &matches_all_custom_dates?(&1, active_filters))
end
end
defp matches_all_custom_dates?(member, active_filters) do
Enum.all?(active_filters, fn {id, bounds} ->
member_matches_custom_date?(member, id, bounds)
end)
end
defp active_custom_date_filters(filters, date_custom_fields) do
valid_ids =
date_custom_fields
|> Enum.filter(&date_field?/1)
|> MapSet.new(&to_string(field_id(&1)))
filters
|> Enum.filter(fn
{key, %{from: from, to: to}} when is_binary(key) ->
MapSet.member?(valid_ids, key) and (not is_nil(from) or not is_nil(to))
_ ->
false
end)
end
defp member_matches_custom_date?(member, custom_field_id, %{from: from, to: to}) do
case extract_member_date(member, custom_field_id) do
%Date{} = date -> within_bounds?(date, from, to)
_ -> false
end
end
defp extract_member_date(member, custom_field_id) do
case Map.get(member, :custom_field_values) do
values when is_list(values) ->
values
|> Enum.find(&cfv_matches_id?(&1, custom_field_id))
|> extract_date_from_cfv()
_ ->
nil
end
end
defp cfv_matches_id?(%{custom_field_id: cfid}, id) when not is_nil(cfid),
do: to_string(cfid) == id
defp cfv_matches_id?(%{custom_field: %{id: cfid}}, id) when not is_nil(cfid),
do: to_string(cfid) == id
defp cfv_matches_id?(_, _), do: false
defp extract_date_from_cfv(nil), do: nil
defp extract_date_from_cfv(%{value: value}), do: extract_date_value(value)
defp extract_date_from_cfv(_), do: nil
defp extract_date_value(%Ash.Union{value: %Date{} = date, type: :date}), do: date
defp extract_date_value(_), do: nil
defp within_bounds?(%Date{} = date, from, to) do
from_ok? = is_nil(from) or Date.compare(date, from) != :lt
to_ok? = is_nil(to) or Date.compare(date, to) != :gt
from_ok? and to_ok?
end
defp put_join_date_params(params, %{from: from, to: to}) do
params
|> maybe_put_date(@join_date_from_param, from)
|> maybe_put_date(@join_date_to_param, to)
end
defp put_join_date_params(params, _), do: params
defp put_exit_date_params(params, %{mode: :active_only}), do: params
defp put_exit_date_params(params, %{mode: mode})
when mode in [:all, :inactive_only] do
Map.put(params, @exit_date_mode_param, Atom.to_string(mode))
end
defp put_exit_date_params(params, %{mode: :custom, from: from, to: to}) do
params
|> Map.put(@exit_date_mode_param, "custom")
|> maybe_put_date(@exit_date_from_param, from)
|> maybe_put_date(@exit_date_to_param, to)
end
defp put_exit_date_params(params, _), do: params
defp put_custom_date_params(params, filters) do
prefix = @custom_date_filter_prefix
filters
|> Enum.filter(fn {key, _value} -> is_binary(key) end)
|> Enum.reduce(params, fn {id, %{from: from, to: to}}, acc ->
acc
|> maybe_put_date("#{prefix}#{id}_from", from)
|> maybe_put_date("#{prefix}#{id}_to", to)
end)
end
defp maybe_put_date(params, _key, nil), do: params
defp maybe_put_date(params, key, %Date{} = date),
do: Map.put(params, key, Date.to_iso8601(date))
defp parse_date(nil), do: nil
defp parse_date(value) when is_binary(value) do
case Date.from_iso8601(String.trim(value)) do
{:ok, date} -> date
_ -> nil
end
end
defp parse_date(_), do: nil
defp parse_exit_date_mode("all"), do: :all
defp parse_exit_date_mode("inactive_only"), do: :inactive_only
defp parse_exit_date_mode("custom"), do: :custom
defp parse_exit_date_mode("active_only"), do: :active_only
defp parse_exit_date_mode(_), do: :active_only
defp parse_custom_date_filters(params, date_custom_fields, base) do
valid_ids =
date_custom_fields
|> Enum.filter(&date_field?/1)
|> MapSet.new(&to_string(field_id(&1)))
prefix = @custom_date_filter_prefix
params
|> Enum.reduce(base, fn {key, value}, acc ->
with true <- is_binary(key),
true <- String.starts_with?(key, prefix),
{id, bound} <- split_custom_date_key(key, prefix),
true <- MapSet.member?(valid_ids, id),
%Date{} = date <- parse_date(value) do
update_custom_date_entry(acc, id, bound, date)
else
_ -> acc
end
end)
end
defp date_field?(%{value_type: :date}), do: true
defp date_field?(_), do: false
defp field_id(%{id: id}), do: id
defp split_custom_date_key(key, prefix) do
rest = String.slice(key, String.length(prefix), String.length(key))
cond do
String.ends_with?(rest, "_from") ->
{String.slice(rest, 0, String.length(rest) - 5), :from}
String.ends_with?(rest, "_to") ->
{String.slice(rest, 0, String.length(rest) - 3), :to}
true ->
:error
end
end
defp update_custom_date_entry(acc, id, bound, date) do
current = Map.get(acc, id, %{from: nil, to: nil})
Map.put(acc, id, Map.put(current, bound, date))
end
end