docs: change wording
contribution -> membership fee period -> cycle
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# Membership Contributions - Technical Architecture
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**Project:** Mila - Membership Management System
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**Feature:** Membership Contribution Management
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**Version:** 1.0
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**Last Updated:** 2025-11-27
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**Status:** Architecture Design - Ready for Implementation
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---
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## Purpose
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This document defines the technical architecture for the Membership Contributions system. It focuses on architectural decisions, patterns, module structure, and integration points **without** concrete implementation details.
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**Related Documents:**
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- [contributions-overview.md](./contributions-overview.md) - Business logic and requirements
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- [database-schema-readme.md](./database-schema-readme.md) - Database documentation
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- [database_schema.dbml](./database_schema.dbml) - Database schema definition
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---
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## Table of Contents
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1. [Architecture Principles](#architecture-principles)
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2. [Domain Structure](#domain-structure)
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3. [Data Architecture](#data-architecture)
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4. [Business Logic Architecture](#business-logic-architecture)
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5. [Integration Points](#integration-points)
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6. [Acceptance Criteria](#acceptance-criteria)
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7. [Testing Strategy](#testing-strategy)
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8. [Security Considerations](#security-considerations)
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9. [Performance Considerations](#performance-considerations)
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---
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## Architecture Principles
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### Core Design Decisions
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1. **Single Responsibility:**
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- Each module has one clear responsibility
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- Period generation separated from status management
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- Calendar logic isolated in dedicated module
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2. **No Redundancy:**
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- No `period_end` field (calculated from `period_start` + `interval`)
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- No `interval_type` field (read from `contribution_type.interval`)
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- Eliminates data inconsistencies
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3. **Immutability Where Important:**
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- `contribution_type.interval` cannot be changed after creation
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- Prevents complex migration scenarios
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- Enforced via Ash change validation
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4. **Historical Accuracy:**
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- `amount` stored per period for audit trail
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- Enables tracking of contribution changes over time
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- Old periods retain original amounts
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5. **Calendar-Based Periods:**
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- All periods aligned to calendar boundaries
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- Simplifies date calculations
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- Predictable period generation
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---
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## Domain Structure
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### Ash Domain: `Mv.Contributions`
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**Purpose:** Encapsulates all contribution-related resources and logic
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**Resources:**
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- `ContributionType` - Contribution type definitions (admin-managed)
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- `ContributionPeriod` - Individual contribution periods per member
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**Extensions:**
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- Member resource extended with contribution fields
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### Module Organization
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```
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lib/
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├── contributions/
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│ ├── contributions.ex # Ash domain definition
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│ ├── contribution_type.ex # ContributionType resource
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│ ├── contribution_period.ex # ContributionPeriod resource
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│ └── changes/
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│ ├── prevent_interval_change.ex # Validates interval immutability
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│ ├── set_contribution_start_date.ex # Auto-sets start date
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│ └── validate_same_interval.ex # Validates interval match on type change
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├── mv/
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│ └── contributions/
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│ ├── period_generator.ex # Period generation algorithm
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│ └── calendar_periods.ex # Calendar period calculations
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└── membership/
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└── member.ex # Extended with contribution relationships
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```
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### Separation of Concerns
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**Domain Layer (Ash Resources):**
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- Data validation
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- Relationship management
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- Policy enforcement
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- Action definitions
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**Business Logic Layer (`Mv.Contributions`):**
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- Period generation algorithm
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- Calendar calculations
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- Date boundary handling
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- Status transitions
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**UI Layer (LiveView):**
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- User interaction
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- Display logic
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- Authorization checks
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- Form handling
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---
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## Data Architecture
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### Database Schema Extensions
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**See:** [database-schema-readme.md](./database-schema-readme.md) and [database_schema.dbml](./database_schema.dbml) for complete schema documentation.
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### New Tables
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1. **`contribution_types`**
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- Purpose: Define contribution types with fixed intervals
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- Key Constraint: `interval` field immutable after creation
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- Relationships: has_many members, has_many contribution_periods
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2. **`contribution_periods`**
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- Purpose: Individual contribution periods for members
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- Key Design: NO `period_end` or `interval_type` fields (calculated)
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- Relationships: belongs_to member, belongs_to contribution_type
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- Composite uniqueness: One period per member per period_start
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### Member Table Extensions
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**Fields Added:**
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- `contribution_type_id` (FK, NOT NULL with default from settings)
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- `contribution_start_date` (Date, nullable)
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**Existing Fields Used:**
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- `joined_at` - For calculating contribution start
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- `left_at` - For limiting period generation
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- These fields must remain member fields and should not be replaced by custom fields in the future
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### Settings Integration
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**Global Settings:**
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- `contributions.include_joining_period` (Boolean)
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- `contributions.default_contribution_type_id` (UUID)
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**Storage:** Existing settings mechanism (TBD: dedicated table or configuration resource)
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### Foreign Key Behaviors
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| Relationship | On Delete | Rationale |
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|--------------|-----------|-----------|
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| `contribution_periods.member_id → members.id` | CASCADE | Remove periods when member deleted |
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| `contribution_periods.contribution_type_id → contribution_types.id` | RESTRICT | Prevent type deletion if periods exist |
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| `members.contribution_type_id → contribution_types.id` | RESTRICT | Prevent type deletion if assigned to members |
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---
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## Business Logic Architecture
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### Period Generation System
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**Component:** `Mv.Contributions.PeriodGenerator`
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**Responsibilities:**
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- Calculate which periods should exist for a member
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- Generate missing periods
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- Respect contribution_start_date and left_at boundaries
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- Skip existing periods (idempotent)
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**Triggers:**
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1. Member contribution type assigned (via Ash change)
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2. Member created with contribution type (via Ash change)
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3. Scheduled job runs (daily/weekly cron)
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4. Admin manual regeneration (UI action)
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**Algorithm Steps:**
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1. Retrieve member with contribution_type and dates
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2. Determine first period start (based on contribution_start_date)
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3. Calculate all period starts from first to today (or left_at)
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4. Query existing periods for member
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5. Generate missing periods with current contribution_type.amount
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6. Insert new periods (batch operation)
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**Edge Case Handling:**
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- If contribution_start_date is NULL: Calculate from joined_at + global setting
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- If left_at is set: Stop generation at left_at
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- If contribution_type changes: Handled separately by regeneration logic
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### Calendar Period Calculations
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**Component:** `Mv.Contributions.CalendarPeriods`
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**Responsibilities:**
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- Calculate period boundaries based on interval type
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- Determine current period
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- Determine last completed period
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- Calculate period_end from period_start + interval
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**Functions (high-level):**
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- `calculate_period_start/3` - Given date and interval, find period start
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- `calculate_period_end/2` - Given period_start and interval, calculate end
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- `next_period_start/2` - Given period_start and interval, find next
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- `is_current_period?/2` - Check if period contains today
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- `is_last_completed_period?/2` - Check if period just ended
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**Interval Logic:**
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- **Monthly:** Start = 1st of month, End = last day of month
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- **Quarterly:** Start = 1st of quarter (Jan/Apr/Jul/Oct), End = last day of quarter
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- **Half-yearly:** Start = 1st of half (Jan/Jul), End = last day of half
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- **Yearly:** Start = Jan 1st, End = Dec 31st
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### Status Management
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**Component:** Ash actions on `ContributionPeriod`
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**Status Transitions:**
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- Simple state machine: unpaid ↔ paid ↔ suspended
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- No complex validation (all transitions allowed)
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- Permissions checked via Ash policies
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**Actions Required:**
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- `mark_as_paid` - Set status to :paid
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- `mark_as_suspended` - Set status to :suspended
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- `mark_as_unpaid` - Set status to :unpaid (error correction)
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**Bulk Operations:**
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- `bulk_mark_as_paid` - Mark multiple periods as paid (efficiency)
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- low priority, can be a future issue
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### Contribution Type Change Handling
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**Component:** Ash change on `Member.contribution_type_id`
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**Validation:**
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- Check if new type has same interval as old type
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- If different: Reject change (MVP constraint)
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- If same: Allow change
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**Side Effects on Allowed Change:**
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1. Keep all existing periods unchanged
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2. Find future unpaid periods
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3. Delete future unpaid periods
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4. Regenerate periods with new contribution_type_id and amount
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**Implementation Pattern:**
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- Use Ash change module to validate
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- Use after_action hook to trigger regeneration
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- Use transaction to ensure atomicity
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---
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## Integration Points
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### Member Resource Integration
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**Extension Points:**
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1. Add fields via migration
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2. Add relationships (belongs_to, has_many)
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3. Add calculations (current_period_status, overdue_count)
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4. Add changes (auto-set contribution_start_date, validate interval)
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**Backward Compatibility:**
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- New fields nullable or with defaults
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- Existing members get default contribution type from settings
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- No breaking changes to existing member functionality
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### Settings System Integration
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**Requirements:**
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- Store two global settings
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- Provide UI for admin to modify
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- Default values if not set
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- Validation (e.g., default_contribution_type_id must exist)
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**Access Pattern:**
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- Read settings during period generation
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- Read settings during member creation
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- Write settings only via admin UI
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### Permission System Integration
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**See:** [roles-and-permissions-architecture.md](./roles-and-permissions-architecture.md)
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**Required Permissions:**
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- `ContributionType.create/update/destroy` - Admin only
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- `ContributionType.read` - Admin, Treasurer, Board
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- `ContributionPeriod.update` (status changes) - Admin, Treasurer
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- `ContributionPeriod.read` - Admin, Treasurer, Board, Own member
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**Policy Patterns:**
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- Use existing HasPermission check
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- Leverage existing roles (Admin, Kassenwart)
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- Member can read own periods (linked via member_id)
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### LiveView Integration
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**New LiveViews Required:**
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1. ContributionType index/form (admin)
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2. ContributionPeriod table component (member detail view)
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3. Settings form section (admin)
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4. Member list column (contribution status)
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**Existing LiveViews to Extend:**
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- Member detail view: Add contributions section
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- Member list view: Add status column
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- Settings page: Add contributions section
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**Authorization Helpers:**
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- Use existing `can?/3` helper for UI conditionals
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- Check permissions before showing actions
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---
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## Acceptance Criteria
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### ContributionType Resource
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**AC-CT-1:** Admin can create contribution type with name, amount, interval, description
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**AC-CT-2:** Interval field is immutable after creation (validation error on change attempt)
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**AC-CT-3:** Admin can update name, amount, description (but not interval)
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**AC-CT-4:** Cannot delete contribution type if assigned to members
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**AC-CT-5:** Cannot delete contribution type if periods exist referencing it
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**AC-CT-6:** Interval must be one of: monthly, quarterly, half_yearly, yearly
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### ContributionPeriod Resource
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**AC-CP-1:** Period has period_start, status, amount, notes, member_id, contribution_type_id
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**AC-CP-2:** Period_end is calculated, not stored
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**AC-CP-3:** Status defaults to :unpaid
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**AC-CP-4:** One period per member per period_start (uniqueness constraint)
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**AC-CP-5:** Amount is set at generation time from contribution_type.amount
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**AC-CP-6:** Periods cascade delete when member deleted
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**AC-CP-7:** Admin/Treasurer can change status
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**AC-CP-8:** Member can read own periods
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### Member Extensions
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**AC-M-1:** Member has contribution_type_id field (NOT NULL with default)
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**AC-M-2:** Member has contribution_start_date field (nullable)
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**AC-M-3:** New members get default contribution type from global setting
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**AC-M-4:** contribution_start_date auto-set based on joined_at and global setting
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**AC-M-5:** Admin can manually override contribution_start_date
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**AC-M-6:** Cannot change to contribution type with different interval (MVP)
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### Period Generation
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**AC-PG-1:** Periods generated when member gets contribution type
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**AC-PG-2:** Periods generated when member created (via change hook)
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**AC-PG-3:** Scheduled job generates missing periods daily
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**AC-PG-4:** Generation respects contribution_start_date
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**AC-PG-5:** Generation stops at left_at if member exited
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**AC-PG-6:** Generation is idempotent (skips existing periods)
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**AC-PG-7:** Periods align to calendar boundaries (1st of month/quarter/half/year)
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**AC-PG-8:** Amount comes from contribution_type at generation time
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### Calendar Logic
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**AC-CL-1:** Monthly periods: 1st to last day of month
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**AC-CL-2:** Quarterly periods: 1st of Jan/Apr/Jul/Oct to last day of quarter
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**AC-CL-3:** Half-yearly periods: 1st of Jan/Jul to last day of half
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**AC-CL-4:** Yearly periods: Jan 1 to Dec 31
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**AC-CL-5:** Period_end calculated correctly for all interval types
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**AC-CL-6:** Current period determined correctly based on today's date
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**AC-CL-7:** Last completed period determined correctly
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### Contribution Type Change
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**AC-TC-1:** Can change to type with same interval
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**AC-TC-2:** Cannot change to type with different interval (error message)
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**AC-TC-3:** On allowed change: future unpaid periods regenerated
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**AC-TC-4:** On allowed change: paid/suspended periods unchanged
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**AC-TC-5:** On allowed change: amount updated to new type's amount
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**AC-TC-6:** Change is atomic (transaction)
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### Settings
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**AC-S-1:** Global setting: include_joining_period (boolean, default true)
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**AC-S-2:** Global setting: default_contribution_type_id (UUID, required)
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**AC-S-3:** Admin can modify settings via UI
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**AC-S-4:** Settings validated (e.g., default type must exist)
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**AC-S-5:** Settings applied to new members immediately
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### UI - Member List
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**AC-UI-ML-1:** New column shows contribution status
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**AC-UI-ML-2:** Default: Shows last completed period status
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**AC-UI-ML-3:** Optional: Toggle to show current period status
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**AC-UI-ML-4:** Color coding: green (paid), red (unpaid), gray (suspended)
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**AC-UI-ML-5:** Filter: Unpaid in last period
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**AC-UI-ML-6:** Filter: Unpaid in current period
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### UI - Member Detail
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**AC-UI-MD-1:** Contributions section shows all periods
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**AC-UI-MD-2:** Table columns: Period, Interval, Amount, Status, Actions
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**AC-UI-MD-3:** Checkbox per period for bulk marking (low prio)
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**AC-UI-MD-4:** "Mark selected as paid" button
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**AC-UI-MD-5:** Dropdown to change contribution type (same interval only)
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**AC-UI-MD-6:** Warning if different interval selected
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**AC-UI-MD-7:** Only show actions if user has permission
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### UI - Contribution Types Admin
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**AC-UI-CTA-1:** List all contribution types
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**AC-UI-CTA-2:** Show: Name, Amount, Interval, Member count
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**AC-UI-CTA-3:** Create new contribution type form
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**AC-UI-CTA-4:** Edit form: Name, Amount, Description editable
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**AC-UI-CTA-5:** Edit form: Interval grayed out (not editable)
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**AC-UI-CTA-6:** Warning on amount change (explain impact)
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**AC-UI-CTA-7:** Cannot delete if members assigned
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**AC-UI-CTA-8:** Only admin can access
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### UI - Settings Admin
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**AC-UI-SA-1:** Contributions section in settings
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**AC-UI-SA-2:** Dropdown to select default contribution type
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**AC-UI-SA-3:** Checkbox: Include joining period
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**AC-UI-SA-4:** Explanatory text with examples
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**AC-UI-SA-5:** Save button with validation
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---
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## Testing Strategy
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### Unit Testing
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**Period Generator Tests:**
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- Correct period_start calculation for all interval types
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- Correct period count from start to end date
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- Respects contribution_start_date boundary
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- Respects left_at boundary
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- Skips existing periods (idempotent)
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- Handles edge dates (year boundaries, leap years)
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**Calendar Periods Tests:**
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- Period boundaries correct for all intervals
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- Period_end calculation correct
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- Current period detection
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- Last completed period detection
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- Next period calculation
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**Validation Tests:**
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- Interval immutability enforced
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- Same interval validation on type change
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- Status transitions allowed
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- Uniqueness constraints enforced
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### Integration Testing
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**Period Generation Flow:**
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- Member creation triggers generation
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- Type assignment triggers generation
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- Type change regenerates future periods
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- Scheduled job generates missing periods
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- Left member stops generation
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**Status Management Flow:**
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- Mark single period as paid
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- Bulk mark multiple periods (low prio)
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- Status transitions work
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- Permissions enforced
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**Contribution Type Management:**
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- Create type
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- Update amount (regeneration triggered)
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- Cannot update interval
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- Cannot delete if in use
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### LiveView Testing
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**Member List:**
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- Status column displays correctly
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- Toggle between last/current works
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- Filters work correctly
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- Color coding applied
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|
||||
**Member Detail:**
|
||||
- Periods table displays all periods
|
||||
- Checkboxes work
|
||||
- Bulk marking works (low prio)
|
||||
- Type change validation works
|
||||
- Actions only shown with permission
|
||||
|
||||
**Admin UI:**
|
||||
- Type CRUD works
|
||||
- Settings save correctly
|
||||
- Validations display errors
|
||||
- Only authorized users can access
|
||||
|
||||
### Edge Case Testing
|
||||
|
||||
**Interval Change Attempt:**
|
||||
- Error message displayed
|
||||
- No data modified
|
||||
- User can cancel/choose different type
|
||||
|
||||
**Exit with Unpaid:**
|
||||
- Warning shown
|
||||
- Option to suspend offered
|
||||
- Exit completes correctly
|
||||
|
||||
**Amount Change:**
|
||||
- Warning displayed
|
||||
- Only future unpaid regenerated
|
||||
- Historical periods unchanged
|
||||
|
||||
**Date Boundaries:**
|
||||
- Today = period start handled
|
||||
- Today = period end handled
|
||||
- Leap year handled
|
||||
|
||||
### Performance Testing
|
||||
|
||||
**Period Generation:**
|
||||
- Generate 10 years of monthly periods: < 100ms
|
||||
- Generate for 1000 members: < 5 seconds
|
||||
- Idempotent check efficient (no full scan)
|
||||
|
||||
**Member List Query:**
|
||||
- With status column: < 200ms for 1000 members
|
||||
- Filters applied efficiently
|
||||
- No N+1 queries
|
||||
|
||||
---
|
||||
|
||||
## Security Considerations
|
||||
|
||||
### Authorization
|
||||
|
||||
**Permissions Required:**
|
||||
- ContributionType management: Admin only
|
||||
- ContributionPeriod status changes: Admin + Treasurer
|
||||
- View all periods: Admin + Treasurer + Board
|
||||
- View own periods: All authenticated users
|
||||
|
||||
**Policy Enforcement:**
|
||||
- All actions protected by Ash policies
|
||||
- UI shows/hides based on permissions
|
||||
- Backend validates permissions (never trust UI alone)
|
||||
|
||||
### Data Integrity
|
||||
|
||||
**Validation Layers:**
|
||||
1. Database constraints (NOT NULL, UNIQUE, CHECK)
|
||||
2. Ash validations (business rules)
|
||||
3. UI validations (user experience)
|
||||
|
||||
**Immutability Protection:**
|
||||
- Interval change prevented at multiple layers
|
||||
- Period amounts immutable (audit trail)
|
||||
- Settings changes logged (future)
|
||||
|
||||
### Audit Trail
|
||||
|
||||
**Tracked Information:**
|
||||
- Period status changes (who, when) - future enhancement
|
||||
- Type amount changes (implicit via period amounts)
|
||||
- Member type assignments (via timestamps)
|
||||
|
||||
---
|
||||
|
||||
## Performance Considerations
|
||||
|
||||
### Database Indexes
|
||||
|
||||
**Required Indexes:**
|
||||
- `contribution_periods(member_id)` - For member period lookups
|
||||
- `contribution_periods(contribution_type_id)` - For type queries
|
||||
- `contribution_periods(status)` - For unpaid filters
|
||||
- `contribution_periods(period_start)` - For date range queries
|
||||
- `contribution_periods(member_id, period_start)` - Composite unique index
|
||||
- `members(contribution_type_id)` - For type membership count
|
||||
|
||||
### Query Optimization
|
||||
|
||||
**Preloading:**
|
||||
- Load contribution_type with periods (avoid N+1)
|
||||
- Load periods when displaying member detail
|
||||
- Use Ash's load for efficient preloading
|
||||
|
||||
**Calculated Fields:**
|
||||
- period_end calculated on-demand (not stored)
|
||||
- current_period_status calculated when needed
|
||||
- Use Ash calculations for lazy evaluation
|
||||
|
||||
**Pagination:**
|
||||
- Period list paginated if > 50 periods
|
||||
- Member list already paginated
|
||||
|
||||
### Caching Strategy
|
||||
|
||||
**No caching needed in MVP:**
|
||||
- Contribution types rarely change
|
||||
- Period queries are fast
|
||||
- Settings read infrequently
|
||||
|
||||
**Future caching if needed:**
|
||||
- Cache settings in application memory
|
||||
- Cache contribution types list
|
||||
- Invalidate on change
|
||||
|
||||
### Scheduled Job Performance
|
||||
|
||||
**Period Generation Job:**
|
||||
- Run daily or weekly (not hourly)
|
||||
- Batch members (process 100 at a time)
|
||||
- Skip members with no changes
|
||||
- Log failures for retry
|
||||
|
||||
---
|
||||
|
||||
## Future Enhancements
|
||||
|
||||
### Phase 2: Interval Change Support
|
||||
|
||||
**Architecture Changes:**
|
||||
- Add logic to handle period overlaps
|
||||
- Calculate prorata amounts if needed
|
||||
- More complex validation
|
||||
- Migration path for existing periods
|
||||
|
||||
### Phase 3: Payment Details
|
||||
|
||||
**Architecture Changes:**
|
||||
- Add PaymentTransaction resource
|
||||
- Link transactions to periods
|
||||
- Support multiple payments per period
|
||||
- Reconciliation logic
|
||||
|
||||
### Phase 4: vereinfacht.digital Integration
|
||||
|
||||
**Architecture Changes:**
|
||||
- External API client module
|
||||
- Webhook handling for transactions
|
||||
- Automatic matching logic
|
||||
- Manual review interface
|
||||
|
||||
---
|
||||
|
||||
**End of Architecture Document**
|
||||
|
||||
|
|
@ -187,16 +187,16 @@
|
|||
|
||||
**Current State:**
|
||||
- ✅ Basic "paid" boolean field on members
|
||||
- ✅ **UI Mock-ups for Contribution Types & Settings** (2025-12-02)
|
||||
- ✅ **UI Mock-ups for Membership Fee Types & Settings** (2025-12-02)
|
||||
- ⚠️ No payment tracking
|
||||
|
||||
**Open Issues:**
|
||||
- [#156](https://git.local-it.org/local-it/mitgliederverwaltung/issues/156) - Set up & document testing environment for vereinfacht.digital (L, Low priority)
|
||||
- [#226](https://git.local-it.org/local-it/mitgliederverwaltung/issues/226) - Payment/Contribution Mockup Pages (Preview)
|
||||
- [#226](https://git.local-it.org/local-it/mitgliederverwaltung/issues/226) - Payment/Membership Fee Mockup Pages (Preview)
|
||||
|
||||
**Mock-Up Pages (Non-Functional Preview):**
|
||||
- `/contribution_types` - Contribution Types Management
|
||||
- `/contribution_settings` - Global Contribution Settings
|
||||
- `/membership_fee_types` - Membership Fee Types Management
|
||||
- `/membership_fee_settings` - Global Membership Fee Settings
|
||||
|
||||
**Missing Features:**
|
||||
- ❌ Membership fee configuration
|
||||
|
|
|
|||
712
docs/membership-fee-architecture.md
Normal file
712
docs/membership-fee-architecture.md
Normal file
|
|
@ -0,0 +1,712 @@
|
|||
# Membership Fees - Technical Architecture
|
||||
|
||||
**Project:** Mila - Membership Management System
|
||||
**Feature:** Membership Fee Management
|
||||
**Version:** 1.0
|
||||
**Last Updated:** 2025-11-27
|
||||
**Status:** Architecture Design - Ready for Implementation
|
||||
|
||||
---
|
||||
|
||||
## Purpose
|
||||
|
||||
This document defines the technical architecture for the Membership Fees system. It focuses on architectural decisions, patterns, module structure, and integration points **without** concrete implementation details.
|
||||
|
||||
**Related Documents:**
|
||||
|
||||
- [membership-fee-overview.md](./membership-fee-overview.md) - Business logic and requirements
|
||||
- [database-schema-readme.md](./database-schema-readme.md) - Database documentation
|
||||
- [database_schema.dbml](./database_schema.dbml) - Database schema definition
|
||||
|
||||
---
|
||||
|
||||
## Table of Contents
|
||||
|
||||
1. [Architecture Principles](#architecture-principles)
|
||||
2. [Domain Structure](#domain-structure)
|
||||
3. [Data Architecture](#data-architecture)
|
||||
4. [Business Logic Architecture](#business-logic-architecture)
|
||||
5. [Integration Points](#integration-points)
|
||||
6. [Acceptance Criteria](#acceptance-criteria)
|
||||
7. [Testing Strategy](#testing-strategy)
|
||||
8. [Security Considerations](#security-considerations)
|
||||
9. [Performance Considerations](#performance-considerations)
|
||||
|
||||
---
|
||||
|
||||
## Architecture Principles
|
||||
|
||||
### Core Design Decisions
|
||||
|
||||
1. **Single Responsibility:**
|
||||
- Each module has one clear responsibility
|
||||
- Cycle generation separated from status management
|
||||
- Calendar logic isolated in dedicated module
|
||||
|
||||
2. **No Redundancy:**
|
||||
- No `cycle_end` field (calculated from `cycle_start` + `interval`)
|
||||
- No `interval_type` field (read from `membership_fee_type.interval`)
|
||||
- Eliminates data inconsistencies
|
||||
|
||||
3. **Immutability Where Important:**
|
||||
- `membership_fee_type.interval` cannot be changed after creation
|
||||
- Prevents complex migration scenarios
|
||||
- Enforced via Ash change validation
|
||||
|
||||
4. **Historical Accuracy:**
|
||||
- `amount` stored per cycle for audit trail
|
||||
- Enables tracking of membership fee changes over time
|
||||
- Old cycles retain original amounts
|
||||
|
||||
5. **Calendar-Based Cycles:**
|
||||
- All cycles aligned to calendar boundaries
|
||||
- Simplifies date calculations
|
||||
- Predictable cycle generation
|
||||
|
||||
---
|
||||
|
||||
## Domain Structure
|
||||
|
||||
### Ash Domain: `Mv.MembershipFees`
|
||||
|
||||
**Purpose:** Encapsulates all membership fee-related resources and logic
|
||||
|
||||
**Resources:**
|
||||
|
||||
- `MembershipFeeType` - Membership fee type definitions (admin-managed)
|
||||
- `MembershipFeeCycle` - Individual membership fee cycles per member
|
||||
|
||||
**Extensions:**
|
||||
|
||||
- Member resource extended with membership fee fields
|
||||
|
||||
### Module Organization
|
||||
|
||||
```
|
||||
lib/
|
||||
├── membership_fees/
|
||||
│ ├── membership_fees.ex # Ash domain definition
|
||||
│ ├── membership_fee_type.ex # MembershipFeeType resource
|
||||
│ ├── membership_fee_cycle.ex # MembershipFeeCycle resource
|
||||
│ └── changes/
|
||||
│ ├── prevent_interval_change.ex # Validates interval immutability
|
||||
│ ├── set_membership_fee_start_date.ex # Auto-sets start date
|
||||
│ └── validate_same_interval.ex # Validates interval match on type change
|
||||
├── mv/
|
||||
│ └── membership_fees/
|
||||
│ ├── cycle_generator.ex # Cycle generation algorithm
|
||||
│ └── calendar_cycles.ex # Calendar cycle calculations
|
||||
└── membership/
|
||||
└── member.ex # Extended with membership fee relationships
|
||||
```
|
||||
|
||||
### Separation of Concerns
|
||||
|
||||
**Domain Layer (Ash Resources):**
|
||||
|
||||
- Data validation
|
||||
- Relationship management
|
||||
- Policy enforcement
|
||||
- Action definitions
|
||||
|
||||
**Business Logic Layer (`Mv.MembershipFees`):**
|
||||
|
||||
- Cycle generation algorithm
|
||||
- Calendar calculations
|
||||
- Date boundary handling
|
||||
- Status transitions
|
||||
|
||||
**UI Layer (LiveView):**
|
||||
|
||||
- User interaction
|
||||
- Display logic
|
||||
- Authorization checks
|
||||
- Form handling
|
||||
|
||||
---
|
||||
|
||||
## Data Architecture
|
||||
|
||||
### Database Schema Extensions
|
||||
|
||||
**See:** [database-schema-readme.md](./database-schema-readme.md) and [database_schema.dbml](./database_schema.dbml) for complete schema documentation.
|
||||
|
||||
### New Tables
|
||||
|
||||
1. **`membership_fee_types`**
|
||||
- Purpose: Define membership fee types with fixed intervals
|
||||
- Key Constraint: `interval` field immutable after creation
|
||||
- Relationships: has_many members, has_many membership_fee_cycles
|
||||
|
||||
2. **`membership_fee_cycles`**
|
||||
- Purpose: Individual membership fee cycles for members
|
||||
- Key Design: NO `cycle_end` or `interval_type` fields (calculated)
|
||||
- Relationships: belongs_to member, belongs_to membership_fee_type
|
||||
- Composite uniqueness: One cycle per member per cycle_start
|
||||
|
||||
### Member Table Extensions
|
||||
|
||||
**Fields Added:**
|
||||
|
||||
- `membership_fee_type_id` (FK, NOT NULL with default from settings)
|
||||
- `membership_fee_start_date` (Date, nullable)
|
||||
|
||||
**Existing Fields Used:**
|
||||
|
||||
- `joined_at` - For calculating membership fee start
|
||||
- `left_at` - For limiting cycle generation
|
||||
- These fields must remain member fields and should not be replaced by custom fields in the future
|
||||
|
||||
### Settings Integration
|
||||
|
||||
**Global Settings:**
|
||||
|
||||
- `membership_fees.include_joining_cycle` (Boolean)
|
||||
- `membership_fees.default_membership_fee_type_id` (UUID)
|
||||
|
||||
**Storage:** Existing settings mechanism (TBD: dedicated table or configuration resource)
|
||||
|
||||
### Foreign Key Behaviors
|
||||
|
||||
| Relationship | On Delete | Rationale |
|
||||
|--------------|-----------|-----------|
|
||||
| `membership_fee_cycles.member_id → members.id` | CASCADE | Remove membership fee cycles when member deleted |
|
||||
| `membership_fee_cycles.membership_fee_type_id → membership_fee_types.id` | RESTRICT | Prevent membership fee type deletion if cycles exist |
|
||||
| `members.membership_fee_type_id → membership_fee_types.id` | RESTRICT | Prevent membership fee type deletion if assigned to members |
|
||||
|
||||
---
|
||||
|
||||
## Business Logic Architecture
|
||||
|
||||
### Cycle Generation System
|
||||
|
||||
**Component:** `Mv.MembershipFees.CycleGenerator`
|
||||
|
||||
**Responsibilities:**
|
||||
|
||||
- Calculate which cycles should exist for a member
|
||||
- Generate missing cycles
|
||||
- Respect membership_fee_start_date and left_at boundaries
|
||||
- Skip existing cycles (idempotent)
|
||||
|
||||
**Triggers:**
|
||||
|
||||
1. Member membership fee type assigned (via Ash change)
|
||||
2. Member created with membership fee type (via Ash change)
|
||||
3. Scheduled job runs (daily/weekly cron)
|
||||
4. Admin manual regeneration (UI action)
|
||||
|
||||
**Algorithm Steps:**
|
||||
|
||||
1. Retrieve member with membership fee type and dates
|
||||
2. Determine first cycle start (based on membership_fee_start_date)
|
||||
3. Calculate all cycle starts from first to today (or left_at)
|
||||
4. Query existing cycles for member
|
||||
5. Generate missing cycles with current membership fee type's amount
|
||||
6. Insert new cycles (batch operation)
|
||||
|
||||
**Edge Case Handling:**
|
||||
|
||||
- If membership_fee_start_date is NULL: Calculate from joined_at + global setting
|
||||
- If left_at is set: Stop generation at left_at
|
||||
- If membership fee type changes: Handled separately by regeneration logic
|
||||
|
||||
### Calendar Cycle Calculations
|
||||
|
||||
**Component:** `Mv.MembershipFees.CalendarCycles`
|
||||
|
||||
**Responsibilities:**
|
||||
|
||||
- Calculate cycle boundaries based on interval type
|
||||
- Determine current cycle
|
||||
- Determine last completed cycle
|
||||
- Calculate cycle_end from cycle_start + interval
|
||||
|
||||
**Functions (high-level):**
|
||||
|
||||
- `calculate_cycle_start/3` - Given date and interval, find cycle start
|
||||
- `calculate_cycle_end/2` - Given cycle_start and interval, calculate end
|
||||
- `next_cycle_start/2` - Given cycle_start and interval, find next
|
||||
- `is_current_cycle?/2` - Check if cycle contains today
|
||||
- `is_last_completed_cycle?/2` - Check if cycle just ended
|
||||
|
||||
**Interval Logic:**
|
||||
|
||||
- **Monthly:** Start = 1st of month, End = last day of month
|
||||
- **Quarterly:** Start = 1st of quarter (Jan/Apr/Jul/Oct), End = last day of quarter
|
||||
- **Half-yearly:** Start = 1st of half (Jan/Jul), End = last day of half
|
||||
- **Yearly:** Start = Jan 1st, End = Dec 31st
|
||||
|
||||
### Status Management
|
||||
|
||||
**Component:** Ash actions on `MembershipFeeCycle`
|
||||
|
||||
**Status Transitions:**
|
||||
|
||||
- Simple state machine: unpaid ↔ paid ↔ suspended
|
||||
- No complex validation (all transitions allowed)
|
||||
- Permissions checked via Ash policies
|
||||
|
||||
**Actions Required:**
|
||||
|
||||
- `mark_as_paid` - Set status to :paid
|
||||
- `mark_as_suspended` - Set status to :suspended
|
||||
- `mark_as_unpaid` - Set status to :unpaid (error correction)
|
||||
|
||||
**Bulk Operations:**
|
||||
|
||||
- `bulk_mark_as_paid` - Mark multiple cycles as paid (efficiency)
|
||||
- low priority, can be a future issue
|
||||
|
||||
### Membership Fee Type Change Handling
|
||||
|
||||
**Component:** Ash change on `Member.membership_fee_type_id`
|
||||
|
||||
**Validation:**
|
||||
|
||||
- Check if new type has same interval as old type
|
||||
- If different: Reject change (MVP constraint)
|
||||
- If same: Allow change
|
||||
|
||||
**Side Effects on Allowed Change:**
|
||||
|
||||
1. Keep all existing cycles unchanged
|
||||
2. Find future unpaid cycles
|
||||
3. Delete future unpaid cycles
|
||||
4. Regenerate cycles with new membership_fee_type_id and amount
|
||||
|
||||
**Implementation Pattern:**
|
||||
|
||||
- Use Ash change module to validate
|
||||
- Use after_action hook to trigger regeneration
|
||||
- Use transaction to ensure atomicity
|
||||
|
||||
---
|
||||
|
||||
## Integration Points
|
||||
|
||||
### Member Resource Integration
|
||||
|
||||
**Extension Points:**
|
||||
|
||||
1. Add fields via migration
|
||||
2. Add relationships (belongs_to, has_many)
|
||||
3. Add calculations (current_cycle_status, overdue_count)
|
||||
4. Add changes (auto-set membership_fee_start_date, validate interval)
|
||||
|
||||
**Backward Compatibility:**
|
||||
|
||||
- New fields nullable or with defaults
|
||||
- Existing members get default membership fee type from settings
|
||||
- No breaking changes to existing member functionality
|
||||
|
||||
### Settings System Integration
|
||||
|
||||
**Requirements:**
|
||||
|
||||
- Store two global settings
|
||||
- Provide UI for admin to modify
|
||||
- Default values if not set
|
||||
- Validation (e.g., default membership fee type must exist)
|
||||
|
||||
**Access Pattern:**
|
||||
|
||||
- Read settings during cycle generation
|
||||
- Read settings during member creation
|
||||
- Write settings only via admin UI
|
||||
|
||||
### Permission System Integration
|
||||
|
||||
**See:** [roles-and-permissions-architecture.md](./roles-and-permissions-architecture.md)
|
||||
|
||||
**Required Permissions:**
|
||||
|
||||
- `MembershipFeeType.create/update/destroy` - Admin only
|
||||
- `MembershipFeeType.read` - Admin, Treasurer, Board
|
||||
- `MembershipFeeCycle.update` (status changes) - Admin, Treasurer
|
||||
- `MembershipFeeCycle.read` - Admin, Treasurer, Board, Own member
|
||||
|
||||
**Policy Patterns:**
|
||||
|
||||
- Use existing HasPermission check
|
||||
- Leverage existing roles (Admin, Kassenwart)
|
||||
- Member can read own cycles (linked via member_id)
|
||||
|
||||
### LiveView Integration
|
||||
|
||||
**New LiveViews Required:**
|
||||
|
||||
1. MembershipFeeType index/form (admin)
|
||||
2. MembershipFeeCycle table component (member detail view)
|
||||
3. Settings form section (admin)
|
||||
4. Member list column (membership fee status)
|
||||
|
||||
**Existing LiveViews to Extend:**
|
||||
|
||||
- Member detail view: Add membership fees section
|
||||
- Member list view: Add status column
|
||||
- Settings page: Add membership fees section
|
||||
|
||||
**Authorization Helpers:**
|
||||
|
||||
- Use existing `can?/3` helper for UI conditionals
|
||||
- Check permissions before showing actions
|
||||
|
||||
---
|
||||
|
||||
## Acceptance Criteria
|
||||
|
||||
### MembershipFeeType Resource
|
||||
|
||||
**AC-MFT-1:** Admin can create membership fee type with name, amount, interval, description
|
||||
**AC-MFT-2:** Interval field is immutable after creation (validation error on change attempt)
|
||||
**AC-MFT-3:** Admin can update name, amount, description (but not interval)
|
||||
**AC-MFT-4:** Cannot delete membership fee type if assigned to members
|
||||
**AC-MFT-5:** Cannot delete membership fee type if cycles exist referencing it
|
||||
**AC-MFT-6:** Interval must be one of: monthly, quarterly, half_yearly, yearly
|
||||
|
||||
### MembershipFeeCycle Resource
|
||||
|
||||
**AC-MFC-1:** Cycle has cycle_start, status, amount, notes, member_id, membership_fee_type_id
|
||||
**AC-MFC-2:** cycle_end is calculated, not stored
|
||||
**AC-MFC-3:** Status defaults to :unpaid
|
||||
**AC-MFC-4:** One cycle per member per cycle_start (uniqueness constraint)
|
||||
**AC-MFC-5:** Amount is set at generation time from membership_fee_type.amount
|
||||
**AC-MFC-6:** Cycles cascade delete when member deleted
|
||||
**AC-MFC-7:** Admin/Treasurer can change status
|
||||
**AC-MFC-8:** Member can read own cycles
|
||||
|
||||
### Member Extensions
|
||||
|
||||
**AC-M-1:** Member has membership_fee_type_id field (NOT NULL with default)
|
||||
**AC-M-2:** Member has membership_fee_start_date field (nullable)
|
||||
**AC-M-3:** New members get default membership fee type from global setting
|
||||
**AC-M-4:** membership_fee_start_date auto-set based on joined_at and global setting
|
||||
**AC-M-5:** Admin can manually override membership_fee_start_date
|
||||
**AC-M-6:** Cannot change to membership fee type with different interval (MVP)
|
||||
|
||||
### Cycle Generation
|
||||
|
||||
**AC-CG-1:** Cycles generated when member gets membership fee type
|
||||
**AC-CG-2:** Cycles generated when member created (via change hook)
|
||||
**AC-CG-3:** Scheduled job generates missing cycles daily
|
||||
**AC-CG-4:** Generation respects membership_fee_start_date
|
||||
**AC-CG-5:** Generation stops at left_at if member exited
|
||||
**AC-CG-6:** Generation is idempotent (skips existing cycles)
|
||||
**AC-CG-7:** Cycles align to calendar boundaries (1st of month/quarter/half/year)
|
||||
**AC-CG-8:** Amount comes from membership_fee_type at generation time
|
||||
|
||||
### Calendar Logic
|
||||
|
||||
**AC-CL-1:** Monthly cycles: 1st to last day of month
|
||||
**AC-CL-2:** Quarterly cycles: 1st of Jan/Apr/Jul/Oct to last day of quarter
|
||||
**AC-CL-3:** Half-yearly cycles: 1st of Jan/Jul to last day of half
|
||||
**AC-CL-4:** Yearly cycles: Jan 1 to Dec 31
|
||||
**AC-CL-5:** cycle_end calculated correctly for all interval types
|
||||
**AC-CL-6:** Current cycle determined correctly based on today's date
|
||||
**AC-CL-7:** Last completed cycle determined correctly
|
||||
|
||||
### Membership Fee Type Change
|
||||
|
||||
**AC-TC-1:** Can change to type with same interval
|
||||
**AC-TC-2:** Cannot change to type with different interval (error message)
|
||||
**AC-TC-3:** On allowed change: future unpaid cycles regenerated
|
||||
**AC-TC-4:** On allowed change: paid/suspended cycles unchanged
|
||||
**AC-TC-5:** On allowed change: amount updated to new type's amount
|
||||
**AC-TC-6:** Change is atomic (transaction)
|
||||
|
||||
### Settings
|
||||
|
||||
**AC-S-1:** Global setting: include_joining_cycle (boolean, default true)
|
||||
**AC-S-2:** Global setting: default_membership_fee_type_id (UUID, required)
|
||||
**AC-S-3:** Admin can modify settings via UI
|
||||
**AC-S-4:** Settings validated (e.g., default membership fee type must exist)
|
||||
**AC-S-5:** Settings applied to new members immediately
|
||||
|
||||
### UI - Member List
|
||||
|
||||
**AC-UI-ML-1:** New column shows membership fee status
|
||||
**AC-UI-ML-2:** Default: Shows last completed cycle status
|
||||
**AC-UI-ML-3:** Optional: Toggle to show current cycle status
|
||||
**AC-UI-ML-4:** Color coding: green (paid), red (unpaid), gray (suspended)
|
||||
**AC-UI-ML-5:** Filter: Unpaid in last cycle
|
||||
**AC-UI-ML-6:** Filter: Unpaid in current cycle
|
||||
|
||||
### UI - Member Detail
|
||||
|
||||
**AC-UI-MD-1:** Membership fees section shows all cycles
|
||||
**AC-UI-MD-2:** Table columns: Cycle, Interval, Amount, Status, Actions
|
||||
**AC-UI-MD-3:** Checkbox per cycle for bulk marking (low prio)
|
||||
**AC-UI-MD-4:** "Mark selected as paid" button
|
||||
**AC-UI-MD-5:** Dropdown to change membership fee type (same interval only)
|
||||
**AC-UI-MD-6:** Warning if different interval selected
|
||||
**AC-UI-MD-7:** Only show actions if user has permission
|
||||
|
||||
### UI - Membership Fee Types Admin
|
||||
|
||||
**AC-UI-CTA-1:** List all membership fee types
|
||||
**AC-UI-CTA-2:** Show: Name, Amount, Interval, Member count
|
||||
**AC-UI-CTA-3:** Create new membership fee type form
|
||||
**AC-UI-CTA-4:** Edit form: Name, Amount, Description editable
|
||||
**AC-UI-CTA-5:** Edit form: Interval grayed out (not editable)
|
||||
**AC-UI-CTA-6:** Warning on amount change (explain impact)
|
||||
**AC-UI-CTA-7:** Cannot delete if members assigned
|
||||
**AC-UI-CTA-8:** Only admin can access
|
||||
|
||||
### UI - Settings Admin
|
||||
|
||||
**AC-UI-SA-1:** Membership fees section in settings
|
||||
**AC-UI-SA-2:** Dropdown to select default membership fee type
|
||||
**AC-UI-SA-3:** Checkbox: Include joining cycle
|
||||
**AC-UI-SA-4:** Explanatory text with examples
|
||||
**AC-UI-SA-5:** Save button with validation
|
||||
|
||||
---
|
||||
|
||||
## Testing Strategy
|
||||
|
||||
### Unit Testing
|
||||
|
||||
**Cycle Generator Tests:**
|
||||
|
||||
- Correct cycle_start calculation for all interval types
|
||||
- Correct cycle count from start to end date
|
||||
- Respects membership_fee_start_date boundary
|
||||
- Respects left_at boundary
|
||||
- Skips existing cycles (idempotent)
|
||||
- Handles edge dates (year boundaries, leap years)
|
||||
|
||||
**Calendar Cycles Tests:**
|
||||
|
||||
- Cycle boundaries correct for all intervals
|
||||
- cycle_end calculation correct
|
||||
- Current cycle detection
|
||||
- Last completed cycle detection
|
||||
- Next cycle calculation
|
||||
|
||||
**Validation Tests:**
|
||||
|
||||
- Interval immutability enforced
|
||||
- Same interval validation on type change
|
||||
- Status transitions allowed
|
||||
- Uniqueness constraints enforced
|
||||
|
||||
### Integration Testing
|
||||
|
||||
**Cycle Generation Flow:**
|
||||
|
||||
- Member creation triggers generation
|
||||
- Type assignment triggers generation
|
||||
- Type change regenerates future cycles
|
||||
- Scheduled job generates missing cycles
|
||||
- Left member stops generation
|
||||
|
||||
**Status Management Flow:**
|
||||
|
||||
- Mark single cycle as paid
|
||||
- Bulk mark multiple cycles (low prio)
|
||||
- Status transitions work
|
||||
- Permissions enforced
|
||||
|
||||
**Membership Fee Type Management:**
|
||||
|
||||
- Create type
|
||||
- Update amount (regeneration triggered)
|
||||
- Cannot update interval
|
||||
- Cannot delete if in use
|
||||
|
||||
### LiveView Testing
|
||||
|
||||
**Member List:**
|
||||
|
||||
- Status column displays correctly
|
||||
- Toggle between last/current works
|
||||
- Filters work correctly
|
||||
- Color coding applied
|
||||
|
||||
**Member Detail:**
|
||||
|
||||
- Cycles table displays all cycles
|
||||
- Checkboxes work
|
||||
- Bulk marking works (low prio)
|
||||
- Membership fee type change validation works
|
||||
- Actions only shown with permission
|
||||
|
||||
**Admin UI:**
|
||||
|
||||
- Type CRUD works
|
||||
- Settings save correctly
|
||||
- Validations display errors
|
||||
- Only authorized users can access
|
||||
|
||||
### Edge Case Testing
|
||||
|
||||
**Interval Change Attempt:**
|
||||
|
||||
- Error message displayed
|
||||
- No data modified
|
||||
- User can cancel/choose different type
|
||||
|
||||
**Exit with Unpaid:**
|
||||
|
||||
- Warning shown
|
||||
- Option to suspend offered
|
||||
- Exit completes correctly
|
||||
|
||||
**Amount Change:**
|
||||
|
||||
- Warning displayed
|
||||
- Only future unpaid regenerated
|
||||
- Historical cycles unchanged
|
||||
|
||||
**Date Boundaries:**
|
||||
|
||||
- Today = cycle start handled
|
||||
- Today = cycle end handled
|
||||
- Leap year handled
|
||||
|
||||
### Performance Testing
|
||||
|
||||
**Cycle Generation:**
|
||||
|
||||
- Generate 10 years of monthly cycles: < 100ms
|
||||
- Generate for 1000 members: < 5 seconds
|
||||
- Idempotent check efficient (no full scan)
|
||||
|
||||
**Member List Query:**
|
||||
|
||||
- With status column: < 200ms for 1000 members
|
||||
- Filters applied efficiently
|
||||
- No N+1 queries
|
||||
|
||||
---
|
||||
|
||||
## Security Considerations
|
||||
|
||||
### Authorization
|
||||
|
||||
**Permissions Required:**
|
||||
|
||||
- Membership fee type management: Admin only
|
||||
- Membership fee cycle status changes: Admin + Treasurer
|
||||
- View all cycles: Admin + Treasurer + Board
|
||||
- View own cycles: All authenticated users
|
||||
|
||||
**Policy Enforcement:**
|
||||
|
||||
- All actions protected by Ash policies
|
||||
- UI shows/hides based on permissions
|
||||
- Backend validates permissions (never trust UI alone)
|
||||
|
||||
### Data Integrity
|
||||
|
||||
**Validation Layers:**
|
||||
|
||||
1. Database constraints (NOT NULL, UNIQUE, CHECK)
|
||||
2. Ash validations (business rules)
|
||||
3. UI validations (user experience)
|
||||
|
||||
**Immutability Protection:**
|
||||
|
||||
- Interval change prevented at multiple layers
|
||||
- Cycle amounts immutable (audit trail)
|
||||
- Settings changes logged (future)
|
||||
|
||||
### Audit Trail
|
||||
|
||||
**Tracked Information:**
|
||||
|
||||
- Cycle status changes (who, when) - future enhancement
|
||||
- Membership fee type amount changes (implicit via cycle amounts)
|
||||
|
||||
---
|
||||
|
||||
## Performance Considerations
|
||||
|
||||
### Database Indexes
|
||||
|
||||
**Required Indexes:**
|
||||
|
||||
- `membership_fee_cycles(member_id)` - For member cycle lookups
|
||||
- `membership_fee_cycles(membership_fee_type_id)` - For type queries
|
||||
- `membership_fee_cycles(status)` - For unpaid filters
|
||||
- `membership_fee_cycles(cycle_start)` - For date range queries
|
||||
- `membership_fee_cycles(member_id, cycle_start)` - Composite unique index
|
||||
- `members(membership_fee_type_id)` - For type membership count
|
||||
|
||||
### Query Optimization
|
||||
|
||||
**Preloading:**
|
||||
|
||||
- Load membership_fee_type with cycles (avoid N+1)
|
||||
- Load cycles when displaying member detail
|
||||
- Use Ash's load for efficient preloading
|
||||
|
||||
**Calculated Fields:**
|
||||
|
||||
- cycle_end calculated on-demand (not stored)
|
||||
- current_cycle_status calculated when needed
|
||||
- Use Ash calculations for lazy evaluation
|
||||
|
||||
**Pagination:**
|
||||
|
||||
- Cycle list paginated if > 50 cycles
|
||||
- Member list already paginated
|
||||
|
||||
### Caching Strategy
|
||||
|
||||
**No caching needed in MVP:**
|
||||
|
||||
- Membership fee types rarely change
|
||||
- Cycle queries are fast
|
||||
- Settings read infrequently
|
||||
|
||||
**Future caching if needed:**
|
||||
|
||||
- Cache settings in application memory
|
||||
- Cache membership fee types list
|
||||
- Invalidate on change
|
||||
|
||||
### Scheduled Job Performance
|
||||
|
||||
**Cycle Generation Job:**
|
||||
|
||||
- Run daily or weekly (not hourly)
|
||||
- Batch members (process 100 at a time)
|
||||
- Skip members with no changes
|
||||
- Log failures for retry
|
||||
|
||||
---
|
||||
|
||||
## Future Enhancements
|
||||
|
||||
### Phase 2: Interval Change Support
|
||||
|
||||
**Architecture Changes:**
|
||||
|
||||
- Add logic to handle cycle overlaps
|
||||
- Calculate prorata amounts if needed
|
||||
- More complex validation
|
||||
- Migration path for existing cycles
|
||||
|
||||
### Phase 3: Payment Details
|
||||
|
||||
**Architecture Changes:**
|
||||
|
||||
- Add PaymentTransaction resource
|
||||
- Link transactions to cycles
|
||||
- Support multiple payments per cycle
|
||||
- Reconciliation logic
|
||||
|
||||
### Phase 4: vereinfacht.digital Integration
|
||||
|
||||
**Architecture Changes:**
|
||||
|
||||
- External API client module
|
||||
- Webhook handling for transactions
|
||||
- Automatic matching logic
|
||||
- Manual review interface
|
||||
|
||||
---
|
||||
|
||||
**End of Architecture Document**
|
||||
|
|
@ -1,7 +1,7 @@
|
|||
# Membership Contributions - Overview
|
||||
# Membership Fees - Overview
|
||||
|
||||
**Project:** Mila - Membership Management System
|
||||
**Feature:** Membership Contribution Management
|
||||
**Feature:** Membership Fee Management
|
||||
**Version:** 1.0
|
||||
**Last Updated:** 2025-11-27
|
||||
**Status:** Concept - Ready for Review
|
||||
|
|
@ -10,9 +10,9 @@
|
|||
|
||||
## Purpose
|
||||
|
||||
This document provides a comprehensive overview of the Membership Contributions system. It covers business logic, data model, UI/UX design, and technical architecture in a concise, bullet-point format.
|
||||
This document provides a comprehensive overview of the Membership Fees system. It covers business logic, data model, UI/UX design, and technical architecture in a concise, bullet-point format.
|
||||
|
||||
**For detailed implementation:** See [contributions-implementation-plan.md](./contributions-implementation-plan.md) (created after concept iterations)
|
||||
**For detailed implementation:** See [membership-fee-implementation-plan.md](./membership-fee-implementation-plan.md) (created after concept iterations)
|
||||
|
||||
---
|
||||
|
||||
|
|
@ -36,7 +36,7 @@ This document provides a comprehensive overview of the Membership Contributions
|
|||
- Minimal complexity
|
||||
- Clear data model without redundancies
|
||||
- Intuitive operation
|
||||
- Calendar period-based (Month/Quarter/Half-Year/Year)
|
||||
- Calendar cycle-based (Month/Quarter/Half-Year/Year)
|
||||
|
||||
---
|
||||
|
||||
|
|
@ -46,9 +46,9 @@ This document provides a comprehensive overview of the Membership Contributions
|
|||
|
||||
**Core Entities:**
|
||||
|
||||
- Beitragsart ↔ Contribution Type / Membership Fee Type
|
||||
- Beitragsintervall ↔ Contribution Period
|
||||
- Mitgliedsbeitrag ↔ Membership Fee / Contribution
|
||||
- Beitragsart ↔ Membership Fee Type
|
||||
- Beitragszyklus ↔ Membership Fee Cycle
|
||||
- Mitgliedsbeitrag ↔ Membership Fee
|
||||
|
||||
**Status:**
|
||||
|
||||
|
|
@ -56,7 +56,7 @@ This document provides a comprehensive overview of the Membership Contributions
|
|||
- unbezahlt ↔ unpaid
|
||||
- ausgesetzt ↔ suspended / waived
|
||||
|
||||
**Intervals:**
|
||||
**Intervals (Frequenz / Payment Frequency):**
|
||||
|
||||
- monatlich ↔ monthly
|
||||
- quartalsweise ↔ quarterly
|
||||
|
|
@ -65,8 +65,8 @@ This document provides a comprehensive overview of the Membership Contributions
|
|||
|
||||
**UI Elements:**
|
||||
|
||||
- "Letztes Intervall" ↔ "Last Period" (e.g., 2023 when in 2024)
|
||||
- "Aktuelles Intervall" ↔ "Current Period" (e.g., 2024)
|
||||
- "Letzter Zyklus" ↔ "Last Cycle" (e.g., 2023 when in 2024)
|
||||
- "Aktueller Zyklus" ↔ "Current Cycle" (e.g., 2024)
|
||||
- "Als bezahlt markieren" ↔ "Mark as paid"
|
||||
- "Aussetzen" ↔ "Suspend" / "Waive"
|
||||
|
||||
|
|
@ -74,12 +74,12 @@ This document provides a comprehensive overview of the Membership Contributions
|
|||
|
||||
## Data Model
|
||||
|
||||
### Contribution Type (ContributionType)
|
||||
### Membership Fee Type (MembershipFeeType)
|
||||
|
||||
```
|
||||
- id (UUID)
|
||||
- name (String) - e.g., "Regular", "Reduced", "Student"
|
||||
- amount (Decimal) - Contribution amount in Euro
|
||||
- amount (Decimal) - Membership fee amount in Euro
|
||||
- interval (Enum) - :monthly, :quarterly, :half_yearly, :yearly
|
||||
- description (Text, optional)
|
||||
- timestamps
|
||||
|
|
@ -89,28 +89,28 @@ This document provides a comprehensive overview of the Membership Contributions
|
|||
|
||||
- `interval` is **IMMUTABLE** after creation!
|
||||
- Admin can only change `name`, `amount`, `description`
|
||||
- On change: Future unpaid periods regenerated with new amount
|
||||
- On change: Future unpaid cycles regenerated with new amount
|
||||
|
||||
### Contribution Period (ContributionPeriod)
|
||||
### Membership Fee Cycle (MembershipFeeCycle)
|
||||
|
||||
```
|
||||
- id (UUID)
|
||||
- member_id (FK → members.id)
|
||||
- contribution_type_id (FK → contribution_types.id)
|
||||
- period_start (Date) - Calendar period start (01.01., 01.04., 01.07., 01.10., etc.)
|
||||
- membership_fee_type_id (FK → membership_fee_types.id)
|
||||
- cycle_start (Date) - Calendar cycle start (01.01., 01.04., 01.07., 01.10., etc.)
|
||||
- status (Enum) - :unpaid (default), :paid, :suspended
|
||||
- amount (Decimal) - Amount at generation time (history when type changes)
|
||||
- amount (Decimal) - Membership fee amount at generation time (history when type changes)
|
||||
- notes (Text, optional) - Admin notes
|
||||
- timestamps
|
||||
```
|
||||
|
||||
**Important:**
|
||||
|
||||
- **NO** `period_end` - calculated from `period_start` + `interval`
|
||||
- **NO** `interval_type` - read from `contribution_type.interval`
|
||||
- **NO** `cycle_end` - calculated from `cycle_start` + `interval`
|
||||
- **NO** `interval_type` - read from `membership_fee_type.interval`
|
||||
- Avoids redundancy and inconsistencies!
|
||||
|
||||
**Calendar Period Logic:**
|
||||
**Calendar Cycle Logic:**
|
||||
|
||||
- Monthly: 01.01. - 31.01., 01.02. - 28./29.02., etc.
|
||||
- Quarterly: 01.01. - 31.03., 01.04. - 30.06., 01.07. - 30.09., 01.10. - 31.12.
|
||||
|
|
@ -120,70 +120,70 @@ This document provides a comprehensive overview of the Membership Contributions
|
|||
### Member (Extensions)
|
||||
|
||||
```
|
||||
- contribution_type_id (FK → contribution_types.id, NOT NULL, default from settings)
|
||||
- contribution_start_date (Date, nullable) - When to start generating contributions
|
||||
- membership_fee_type_id (FK → membership_fee_types.id, NOT NULL, default from settings)
|
||||
- membership_fee_start_date (Date, nullable) - When to start generating membership fees
|
||||
- left_at (Date, nullable) - Exit date (existing)
|
||||
```
|
||||
|
||||
**Logic for contribution_start_date:**
|
||||
**Logic for membership_fee_start_date:**
|
||||
|
||||
- Auto-set based on global setting `include_joining_period`
|
||||
- If `include_joining_period = true`: First day of joining month/quarter/year
|
||||
- If `include_joining_period = false`: First day of NEXT period after joining
|
||||
- Auto-set based on global setting `include_joining_cycle`
|
||||
- If `include_joining_cycle = true`: First day of joining month/quarter/year
|
||||
- If `include_joining_cycle = false`: First day of NEXT cycle after joining
|
||||
- Can be manually overridden by admin
|
||||
|
||||
**NO** `include_joining_period` field on Member - unnecessary due to `contribution_start_date`!
|
||||
**NO** `include_joining_cycle` field on Member - unnecessary due to `membership_fee_start_date`!
|
||||
|
||||
### Global Settings
|
||||
|
||||
```
|
||||
key: "contributions.include_joining_period"
|
||||
key: "membership_fees.include_joining_cycle"
|
||||
value: Boolean (Default: true)
|
||||
|
||||
key: "contributions.default_contribution_type_id"
|
||||
value: UUID (Required) - Default contribution type for new members
|
||||
key: "membership_fees.default_membership_fee_type_id"
|
||||
value: UUID (Required) - Default membership fee type for new members
|
||||
```
|
||||
|
||||
**Meaning include_joining_period:**
|
||||
**Meaning include_joining_cycle:**
|
||||
|
||||
- `true`: Joining period is included (member pays from joining period)
|
||||
- `false`: Only from next full period after joining
|
||||
- `true`: Joining cycle is included (member pays from joining cycle)
|
||||
- `false`: Only from next full cycle after joining
|
||||
|
||||
**Meaning default_contribution_type_id:**
|
||||
**Meaning of default membership fee type setting:**
|
||||
|
||||
- Every new member automatically gets this contribution type
|
||||
- Every new member automatically gets this membership fee type
|
||||
- Must be configured in admin settings
|
||||
- Prevents: Members without contribution type
|
||||
- Prevents: Members without membership fee type
|
||||
|
||||
---
|
||||
|
||||
## Business Logic
|
||||
|
||||
### Period Generation
|
||||
### Cycle Generation
|
||||
|
||||
**Triggers:**
|
||||
|
||||
- Member gets contribution type assigned (also during member creation)
|
||||
- New period begins (Cron job daily/weekly)
|
||||
- Member gets membership fee type assigned (also during member creation)
|
||||
- New cycle begins (Cron job daily/weekly)
|
||||
- Admin requests manual regeneration
|
||||
|
||||
**Algorithm:**
|
||||
|
||||
1. Get `member.contribution_start_date` and `member.contribution_type`
|
||||
2. Calculate first period based on `contribution_start_date`
|
||||
3. Generate all periods from start to today (or `left_at` if present)
|
||||
4. Skip existing periods
|
||||
5. Set `amount` to current `contribution_type.amount`
|
||||
1. Get `member.membership_fee_start_date` and member's membership fee type
|
||||
2. Calculate first cycle based on `membership_fee_start_date`
|
||||
3. Generate all cycles from start to today (or `left_at` if present)
|
||||
4. Skip existing cycles
|
||||
5. Set `amount` to current membership fee type's amount
|
||||
|
||||
**Example (Yearly):**
|
||||
|
||||
```
|
||||
Joining date: 15.03.2023
|
||||
include_joining_period: true
|
||||
→ contribution_start_date: 01.01.2023
|
||||
include_joining_cycle: true
|
||||
→ membership_fee_start_date: 01.01.2023
|
||||
|
||||
Generated periods:
|
||||
- 01.01.2023 - 31.12.2023 (joining period)
|
||||
Generated cycles:
|
||||
- 01.01.2023 - 31.12.2023 (joining cycle)
|
||||
- 01.01.2024 - 31.12.2024
|
||||
- 01.01.2025 - 31.12.2025 (current year)
|
||||
```
|
||||
|
|
@ -192,10 +192,10 @@ Generated periods:
|
|||
|
||||
```
|
||||
Joining date: 15.03.2023
|
||||
include_joining_period: false
|
||||
→ contribution_start_date: 01.04.2023
|
||||
include_joining_cycle: false
|
||||
→ membership_fee_start_date: 01.04.2023
|
||||
|
||||
Generated periods:
|
||||
Generated cycles:
|
||||
- 01.04.2023 - 30.06.2023 (first full quarter)
|
||||
- 01.07.2023 - 30.09.2023
|
||||
- 01.10.2023 - 31.12.2023
|
||||
|
|
@ -218,44 +218,44 @@ suspended → unpaid
|
|||
- Admin + Treasurer (Kassenwart) can change status
|
||||
- Uses existing permission system
|
||||
|
||||
### Contribution Type Change
|
||||
### Membership Fee Type Change
|
||||
|
||||
**MVP - Same Interval Only:**
|
||||
**MVP - Same Cycle Only:**
|
||||
|
||||
- Member can only choose contribution type with **same interval**
|
||||
- Member can only choose membership fee type with **same cycle**
|
||||
- Example: From "Regular (yearly)" to "Reduced (yearly)" ✓
|
||||
- Example: From "Regular (yearly)" to "Reduced (monthly)" ✗
|
||||
|
||||
**Logic on Change:**
|
||||
|
||||
1. Check: New contribution type has same interval
|
||||
2. If yes: Set `member.contribution_type_id`
|
||||
3. Future **unpaid** periods: Delete and regenerate with new amount
|
||||
4. Paid/suspended periods: Remain unchanged (historical amount)
|
||||
1. Check: New membership fee type has same interval
|
||||
2. If yes: Set `member.membership_fee_type_id`
|
||||
3. Future **unpaid** cycles: Delete and regenerate with new amount
|
||||
4. Paid/suspended cycles: Remain unchanged (historical amount)
|
||||
|
||||
**Future - Different Intervals:**
|
||||
|
||||
- Enable interval switching (e.g., yearly → monthly)
|
||||
- More complex logic for period overlaps
|
||||
- More complex logic for cycle overlaps
|
||||
- Needs additional validation
|
||||
|
||||
### Member Exit
|
||||
|
||||
**Logic:**
|
||||
|
||||
- Periods only generated until `member.left_at`
|
||||
- Existing periods remain visible
|
||||
- Unpaid exit period can be marked as "suspended"
|
||||
- Cycles only generated until `member.left_at`
|
||||
- Existing cycles remain visible
|
||||
- Unpaid exit cycle can be marked as "suspended"
|
||||
|
||||
**Example:**
|
||||
|
||||
```
|
||||
Exit: 15.08.2024
|
||||
Yearly period: 01.01.2024 - 31.12.2024
|
||||
Yearly cycle: 01.01.2024 - 31.12.2024
|
||||
|
||||
→ Period 2024 is shown (Status: unpaid)
|
||||
→ Cycle 2024 is shown (Status: unpaid)
|
||||
→ Admin can set to "suspended"
|
||||
→ No periods for 2025+ generated
|
||||
→ No cycles for 2025+ generated
|
||||
```
|
||||
|
||||
---
|
||||
|
|
@ -264,46 +264,46 @@ Yearly period: 01.01.2024 - 31.12.2024
|
|||
|
||||
### Member List View
|
||||
|
||||
**New Column: "Contribution Status"**
|
||||
**New Column: "Membership Fee Status"**
|
||||
|
||||
**Default Display (Last Period):**
|
||||
**Default Display (Last Cycle):**
|
||||
|
||||
- Shows status of **last completed** period
|
||||
- Example in 2024: Shows contribution for 2023
|
||||
- Shows status of **last completed** cycle
|
||||
- Example in 2024: Shows membership fee for 2023
|
||||
- Color coding:
|
||||
- Green: paid ✓
|
||||
- Red: unpaid ✗
|
||||
- Gray: suspended ⊘
|
||||
|
||||
**Optional: Show Current Period**
|
||||
**Optional: Show Current Cycle**
|
||||
|
||||
- Toggle: "Show current period" (2024)
|
||||
- Toggle: "Show current cycle" (2024)
|
||||
- Admin decides what to display
|
||||
|
||||
**Filters:**
|
||||
|
||||
- "Unpaid contributions in last period"
|
||||
- "Unpaid contributions in current period"
|
||||
- "Unpaid membership fees in last cycle"
|
||||
- "Unpaid membership fees in current cycle"
|
||||
|
||||
### Member Detail View
|
||||
|
||||
**Section: "Contributions"**
|
||||
**Section: "Membership Fees"**
|
||||
|
||||
**Contribution Type Assignment:**
|
||||
**Membership Fee Type Assignment:**
|
||||
|
||||
```
|
||||
┌─────────────────────────────────────┐
|
||||
│ Contribution Type: [Dropdown] │
|
||||
│ Membership Fee Type: [Dropdown] │
|
||||
│ ⚠ Only types with same interval │
|
||||
│ can be selected │
|
||||
└─────────────────────────────────────┘
|
||||
```
|
||||
|
||||
**Period Table:**
|
||||
**Cycle Table:**
|
||||
|
||||
```
|
||||
┌───────────────┬──────────┬────────┬──────────┬─────────┐
|
||||
│ Period │ Interval │ Amount │ Status │ Action │
|
||||
│ Cycle │ Interval │ Amount │ Status │ Action │
|
||||
├───────────────┼──────────┼────────┼──────────┼─────────┤
|
||||
│ 01.01.2023- │ Yearly │ 50 € │ ☑ Paid │ │
|
||||
│ 31.12.2023 │ │ │ │ │
|
||||
|
|
@ -322,9 +322,9 @@ Legend: ☑ = paid | ☐ = unpaid | ⊘ = suspended
|
|||
|
||||
- Checkbox in each row for fast marking
|
||||
- Button: "Mark selected as paid/unpaid/suspended"
|
||||
- Bulk action for multiple periods
|
||||
- Bulk action for multiple cycles
|
||||
|
||||
### Admin: Contribution Types Management
|
||||
### Admin: Membership Fee Types Management
|
||||
|
||||
**List:**
|
||||
|
||||
|
|
@ -352,37 +352,37 @@ Legend: ☑ = paid | ☐ = unpaid | ⊘ = suspended
|
|||
|
||||
Impact:
|
||||
- 45 members affected
|
||||
- Future unpaid periods will be generated with 65 €
|
||||
- Already paid periods remain with old amount
|
||||
- Future unpaid cycles will be generated with 65 €
|
||||
- Already paid cycles remain with old amount
|
||||
|
||||
[Cancel] [Confirm]
|
||||
```
|
||||
|
||||
### Admin: Settings
|
||||
|
||||
**Contribution Configuration:**
|
||||
**Membership Fee Configuration:**
|
||||
|
||||
```
|
||||
Default Contribution Type: [Dropdown: Contribution Types]
|
||||
Default Membership Fee Type: [Dropdown: Membership Fee Types]
|
||||
|
||||
Selected: "Regular (60 €, Yearly)"
|
||||
|
||||
This contribution type is automatically assigned to all new members.
|
||||
This membership fee type is automatically assigned to all new members.
|
||||
Can be changed individually per member.
|
||||
|
||||
---
|
||||
|
||||
☐ Include joining period
|
||||
☐ Include joining cycle
|
||||
|
||||
When active:
|
||||
Members pay from the period of their joining.
|
||||
Members pay from the cycle of their joining.
|
||||
|
||||
Example (Yearly):
|
||||
Joining: 15.03.2023
|
||||
→ Pays from 2023
|
||||
|
||||
When inactive:
|
||||
Members pay from the next full period.
|
||||
Members pay from the next full cycle.
|
||||
|
||||
Example (Yearly):
|
||||
Joining: 15.03.2023
|
||||
|
|
@ -393,7 +393,7 @@ Joining: 15.03.2023
|
|||
|
||||
## Edge Cases
|
||||
|
||||
### 1. Contribution Type Change with Different Interval
|
||||
### 1. Membership Fee Type Change with Different Interval
|
||||
|
||||
**MVP:** Blocked (only same interval allowed)
|
||||
|
||||
|
|
@ -402,11 +402,11 @@ Joining: 15.03.2023
|
|||
```
|
||||
Error: Interval change not possible
|
||||
|
||||
Current contribution type: "Regular (Yearly)"
|
||||
Selected contribution type: "Student (Monthly)"
|
||||
Current membership fee type: "Regular (Yearly)"
|
||||
Selected membership fee type: "Student (Monthly)"
|
||||
|
||||
Changing the interval is currently not possible.
|
||||
Please select a contribution type with interval "Yearly".
|
||||
Please select a membership fee type with interval "Yearly".
|
||||
|
||||
[OK]
|
||||
```
|
||||
|
|
@ -415,32 +415,32 @@ Please select a contribution type with interval "Yearly".
|
|||
|
||||
- Allow interval switching
|
||||
- Calculate overlaps
|
||||
- Generate new periods without duplicates
|
||||
- Generate new cycles without duplicates
|
||||
|
||||
### 2. Exit with Unpaid Contributions
|
||||
### 2. Exit with Unpaid Membership Fees
|
||||
|
||||
**Scenario:**
|
||||
|
||||
```
|
||||
Member exits: 15.08.2024
|
||||
Yearly period 2024: unpaid
|
||||
Yearly cycle 2024: unpaid
|
||||
```
|
||||
|
||||
**UI Notice on Exit: (Low Prio)**
|
||||
|
||||
```
|
||||
⚠ Unpaid contributions present
|
||||
⚠ Unpaid membership fees present
|
||||
|
||||
This member has 1 unpaid period(s):
|
||||
This member has 1 unpaid cycle(s):
|
||||
- 2024: 60 € (unpaid)
|
||||
|
||||
Do you want to continue?
|
||||
|
||||
[ ] Mark contribution as "suspended"
|
||||
[ ] Mark membership fee as "suspended"
|
||||
[Cancel] [Confirm Exit]
|
||||
```
|
||||
|
||||
### 3. Multiple Unpaid Periods
|
||||
### 3. Multiple Unpaid Cycles
|
||||
|
||||
**Scenario:** Member hasn't paid for 2 years
|
||||
|
||||
|
|
@ -467,9 +467,9 @@ Do you want to continue?
|
|||
|
||||
**Result:**
|
||||
|
||||
- Period 2023: Saved with 50 € (history)
|
||||
- Period 2024: Generated with 60 € (current)
|
||||
- Both periods show correct historical amount
|
||||
- Cycle 2023: Saved with 50 € (history)
|
||||
- Cycle 2024: Generated with 60 € (current)
|
||||
- Both cycles show correct historical amount
|
||||
|
||||
### 5. Date Boundaries
|
||||
|
||||
|
|
@ -477,7 +477,7 @@ Do you want to continue?
|
|||
|
||||
**Solution:**
|
||||
|
||||
- Current period (2025) is generated
|
||||
- Current cycle (2025) is generated
|
||||
- Status: unpaid (open)
|
||||
- Shown in overview
|
||||
|
||||
|
|
@ -489,17 +489,17 @@ Do you want to continue?
|
|||
|
||||
**Included:**
|
||||
|
||||
- ✓ Contribution types (CRUD)
|
||||
- ✓ Automatic period generation
|
||||
- ✓ Membership fee types (CRUD)
|
||||
- ✓ Automatic cycle generation
|
||||
- ✓ Status management (paid/unpaid/suspended)
|
||||
- ✓ Member overview with contribution status
|
||||
- ✓ Period view per member
|
||||
- ✓ Member overview with membership fee status
|
||||
- ✓ Cycle view per member
|
||||
- ✓ Quick checkbox marking
|
||||
- ✓ Bulk actions
|
||||
- ✓ Amount history
|
||||
- ✓ Same-interval type change
|
||||
- ✓ Default contribution type
|
||||
- ✓ Joining period configuration
|
||||
- ✓ Default membership fee type
|
||||
- ✓ Joining cycle configuration
|
||||
|
||||
**NOT Included:**
|
||||
|
||||
|
|
@ -515,7 +515,7 @@ Do you want to continue?
|
|||
**Phase 2:**
|
||||
|
||||
- Payment details (date, amount, method)
|
||||
- Interval change for future unpaid periods
|
||||
- Interval change for future unpaid cycles
|
||||
- Manual vereinfacht.digital links per member
|
||||
- Extended filter options
|
||||
|
||||
Loading…
Add table
Add a link
Reference in a new issue