feat: adds pdf export with imprintor

lib/mv/membership/member_export/build.ex

@@ -0,0 +1,433 @@
+defmodule Mv.Membership.MemberExport.Build do
+  @moduledoc """
+  Builds export data structure for member exports (CSV/PDF).
+
+  Extracts common logic for loading, filtering, sorting, and formatting member data
+  into a unified structure that can be used by both CSV and PDF exporters.
+
+  Returns a structure:
+  ```
+  %{
+    columns: [%{key: term(), kind: :member_field | :custom_field | :computed, ...}],
+    rows: [[cell_string, ...]],
+    meta: %{generated_at: String.t(), member_count: integer(), ...}
+  }
+  ```
+
+  No translations/Gettext in this module - labels come from the web layer via a function.
+  """
+
+  require Ash.Query
+  import Ash.Expr
+
+  alias Mv.Membership.{CustomField, CustomFieldValueFormatter, Member, MemberExportSort}
+  alias MvWeb.MemberLive.Index.MembershipFeeStatus
+
+  @custom_field_prefix Mv.Constants.custom_field_prefix()
+
+  @doc """
+  Builds export data structure from parsed parameters.
+
+  - `actor` - Ash actor (e.g. current user)
+  - `parsed` - Map with export parameters (from `MemberExport.parse_params/1`)
+  - `label_fn` - Function to get labels for columns: `(key) -> String.t()`
+
+  Returns `{:ok, data}` or `{:error, :forbidden}`.
+
+  The `data` map contains:
+  - `columns`: List of column specs with `key`, `kind`, and optional `custom_field`
+  - `rows`: List of rows, each row is a list of cell strings
+  - `meta`: Metadata including `generated_at` and `member_count`
+  """
+  @spec build(struct(), map(), (term() -> String.t())) ::
+          {:ok, map()} | {:error, :forbidden}
+  def build(actor, parsed, label_fn) when is_function(label_fn, 1) do
+    # Ensure sort custom field is loaded if needed
+    parsed = ensure_sort_custom_field_loaded(parsed)
+
+    custom_field_ids_union =
+      (parsed.custom_field_ids ++ Map.keys(parsed.boolean_filters || %{})) |> Enum.uniq()
+
+    with {:ok, custom_fields_by_id} <- load_custom_fields_by_id(custom_field_ids_union, actor),
+         {:ok, members} <- load_members(actor, parsed, custom_fields_by_id) do
+      columns = build_columns(parsed, custom_fields_by_id, label_fn)
+      rows = build_rows(members, columns, custom_fields_by_id)
+      meta = build_meta(members)
+
+      {:ok, %{columns: columns, rows: rows, meta: meta}}
+    end
+  end
+
+  defp ensure_sort_custom_field_loaded(%{custom_field_ids: ids, sort_field: sort_field} = parsed) do
+    case extract_sort_custom_field_id(sort_field) do
+      nil -> parsed
+      id -> %{parsed | custom_field_ids: Enum.uniq([id | ids])}
+    end
+  end
+
+  defp extract_sort_custom_field_id(field) when is_binary(field) do
+    if String.starts_with?(field, @custom_field_prefix) do
+      String.trim_leading(field, @custom_field_prefix)
+    else
+      nil
+    end
+  end
+
+  defp extract_sort_custom_field_id(_), do: nil
+
+  defp load_custom_fields_by_id([], _actor), do: {:ok, %{}}
+
+  defp load_custom_fields_by_id(custom_field_ids, actor) do
+    query =
+      CustomField
+      |> Ash.Query.filter(expr(id in ^custom_field_ids))
+      |> Ash.Query.select([:id, :name, :value_type])
+
+    case Ash.read(query, actor: actor) do
+      {:ok, custom_fields} ->
+        by_id = build_custom_fields_by_id(custom_field_ids, custom_fields)
+        {:ok, by_id}
+
+      {:error, %Ash.Error.Forbidden{}} ->
+        {:error, :forbidden}
+    end
+  end
+
+  defp build_custom_fields_by_id(custom_field_ids, custom_fields) do
+    Enum.reduce(custom_field_ids, %{}, fn id, acc ->
+      find_and_add_custom_field(acc, id, custom_fields)
+    end)
+  end
+
+  defp find_and_add_custom_field(acc, id, custom_fields) do
+    case Enum.find(custom_fields, fn cf -> to_string(cf.id) == to_string(id) end) do
+      nil -> acc
+      cf -> Map.put(acc, id, cf)
+    end
+  end
+
+  defp load_members(actor, parsed, custom_fields_by_id) do
+    {query, sort_after_load} = build_members_query(parsed, custom_fields_by_id)
+
+    case Ash.read(query, actor: actor) do
+      {:ok, members} ->
+        processed_members =
+          process_loaded_members(members, parsed, custom_fields_by_id, sort_after_load)
+
+        {:ok, processed_members}
+
+      {:error, %Ash.Error.Forbidden{}} ->
+        {:error, :forbidden}
+    end
+  end
+
+  defp build_members_query(parsed, _custom_fields_by_id) do
+    select_fields =
+      [:id] ++ Enum.map(parsed.selectable_member_fields, &String.to_existing_atom/1)
+
+    custom_field_ids_union = parsed.custom_field_ids ++ Map.keys(parsed.boolean_filters || %{})
+
+    need_cycles =
+      parsed.show_current_cycle or parsed.cycle_status_filter != nil or
+        parsed.computed_fields != [] or
+        "membership_fee_status" in parsed.member_fields
+
+    query =
+      Member
+      |> Ash.Query.new()
+      |> Ash.Query.select(select_fields)
+      |> load_custom_field_values_query(custom_field_ids_union)
+      |> maybe_load_cycles(need_cycles, parsed.show_current_cycle)
+
+    query =
+      if parsed.selected_ids != [] do
+        Ash.Query.filter(query, expr(id in ^parsed.selected_ids))
+      else
+        apply_search(query, parsed.query)
+      end
+
+    # Apply sorting at query level if possible (not custom fields)
+    maybe_sort(query, parsed.sort_field, parsed.sort_order)
+  end
+
+  defp process_loaded_members(members, parsed, custom_fields_by_id, sort_after_load) do
+    members
+    |> apply_post_load_filters(parsed, custom_fields_by_id)
+    |> apply_post_load_sorting(parsed, custom_fields_by_id, sort_after_load)
+    |> add_computed_fields(parsed.computed_fields, parsed.show_current_cycle)
+  end
+
+  defp apply_post_load_filters(members, parsed, custom_fields_by_id) do
+    if parsed.selected_ids == [] do
+      members
+      |> apply_cycle_status_filter(parsed.cycle_status_filter, parsed.show_current_cycle)
+      |> MvWeb.MemberLive.Index.apply_boolean_custom_field_filters(
+        parsed.boolean_filters || %{},
+        Map.values(custom_fields_by_id)
+      )
+    else
+      members
+    end
+  end
+
+  defp apply_post_load_sorting(members, parsed, custom_fields_by_id, sort_after_load) do
+    # Sort after load for custom fields (always, even with selected_ids)
+    if sort_after_load do
+      sort_members_by_custom_field(
+        members,
+        parsed.sort_field,
+        parsed.sort_order,
+        Map.values(custom_fields_by_id)
+      )
+    else
+      # For selected_ids, we may need to apply sorting that wasn't done at query level
+      if (parsed.selected_ids != [] and parsed.sort_field) && parsed.sort_order do
+        # Re-sort in memory to ensure consistent ordering
+        sort_members_in_memory(members, parsed.sort_field, parsed.sort_order)
+      else
+        members
+      end
+    end
+  end
+
+  defp sort_members_in_memory(members, field, order) when is_binary(field) do
+    field_atom = String.to_existing_atom(field)
+
+    if field_atom in Mv.Constants.member_fields() do
+      Enum.sort_by(members, fn member -> Map.get(member, field_atom) end, fn a, b ->
+        case order do
+          "asc" -> a <= b
+          "desc" -> b <= a
+          _ -> true
+        end
+      end)
+    else
+      members
+    end
+  rescue
+    ArgumentError -> members
+  end
+
+  defp sort_members_in_memory(members, _field, _order), do: members
+
+  defp load_custom_field_values_query(query, []), do: query
+
+  defp load_custom_field_values_query(query, custom_field_ids) do
+    cfv_query =
+      Mv.Membership.CustomFieldValue
+      |> Ash.Query.filter(expr(custom_field_id in ^custom_field_ids))
+      |> Ash.Query.load(custom_field: [:id, :name, :value_type])
+
+    Ash.Query.load(query, custom_field_values: cfv_query)
+  end
+
+  defp apply_search(query, nil), do: query
+  defp apply_search(query, ""), do: query
+
+  defp apply_search(query, q) when is_binary(q) do
+    if String.trim(q) != "" do
+      Member.fuzzy_search(query, %{query: q})
+    else
+      query
+    end
+  end
+
+  defp maybe_sort(query, nil, _order), do: {query, false}
+  defp maybe_sort(query, _field, nil), do: {query, false}
+
+  defp maybe_sort(query, field, order) when is_binary(field) do
+    if custom_field_sort?(field) do
+      {query, true}
+    else
+      field_atom = String.to_existing_atom(field)
+
+      if field_atom in (Mv.Constants.member_fields() -- [:notes]) do
+        {Ash.Query.sort(query, [{field_atom, String.to_existing_atom(order)}]), false}
+      else
+        {query, false}
+      end
+    end
+  rescue
+    ArgumentError -> {query, false}
+  end
+
+  defp sort_after_load?(field) when is_binary(field),
+    do: String.starts_with?(field, @custom_field_prefix)
+
+  defp sort_after_load?(_), do: false
+
+  defp sort_members_by_custom_field(members, _field, _order, _custom_fields) when members == [],
+    do: []
+
+  defp sort_members_by_custom_field(members, field, order, custom_fields) when is_binary(field) do
+    id_str = String.trim_leading(field, @custom_field_prefix)
+    custom_field = Enum.find(custom_fields, fn cf -> to_string(cf.id) == id_str end)
+
+    if is_nil(custom_field), do: members
+
+    key_fn = fn member ->
+      cfv = find_cfv(member, custom_field)
+      raw = if cfv, do: cfv.value, else: nil
+      MemberExportSort.custom_field_sort_key(custom_field.value_type, raw)
+    end
+
+    members
+    |> Enum.map(fn m -> {m, key_fn.(m)} end)
+    |> Enum.sort(fn {_, ka}, {_, kb} -> MemberExportSort.key_lt(ka, kb, order) end)
+    |> Enum.map(fn {m, _} -> m end)
+  end
+
+  defp find_cfv(member, custom_field) do
+    (member.custom_field_values || [])
+    |> Enum.find(fn cfv ->
+      to_string(cfv.custom_field_id) == to_string(custom_field.id) or
+        (Map.get(cfv, :custom_field) &&
+           to_string(cfv.custom_field.id) == to_string(custom_field.id))
+    end)
+  end
+
+  defp custom_field_sort?(field), do: String.starts_with?(field, @custom_field_prefix)
+
+  defp maybe_load_cycles(query, false, _show_current), do: query
+
+  defp maybe_load_cycles(query, true, show_current) do
+    MembershipFeeStatus.load_cycles_for_members(query, show_current)
+  end
+
+  defp apply_cycle_status_filter(members, nil, _show_current), do: members
+
+  defp apply_cycle_status_filter(members, status, show_current) when status in [:paid, :unpaid] do
+    MembershipFeeStatus.filter_members_by_cycle_status(members, status, show_current)
+  end
+
+  defp apply_cycle_status_filter(members, _status, _show_current), do: members
+
+  defp add_computed_fields(members, computed_fields, show_current_cycle) do
+    computed_fields = computed_fields || []
+
+    if "membership_fee_status" in computed_fields do
+      Enum.map(members, fn member ->
+        status = MembershipFeeStatus.get_cycle_status_for_member(member, show_current_cycle)
+        # Format as string for export (controller will handle translation)
+        status_string = format_membership_fee_status(status)
+        Map.put(member, :membership_fee_status, status_string)
+      end)
+    else
+      members
+    end
+  end
+
+  defp format_membership_fee_status(:paid), do: "paid"
+  defp format_membership_fee_status(:unpaid), do: "unpaid"
+  defp format_membership_fee_status(:suspended), do: "suspended"
+  defp format_membership_fee_status(nil), do: ""
+
+  defp build_columns(parsed, custom_fields_by_id, label_fn) do
+    member_cols =
+      Enum.map(parsed.selectable_member_fields, fn field ->
+        %{
+          key: field,
+          kind: :member_field,
+          label: label_fn.(field)
+        }
+      end)
+
+    computed_cols =
+      Enum.map(parsed.computed_fields, fn key ->
+        atom_key = String.to_existing_atom(key)
+
+        %{
+          key: atom_key,
+          kind: :computed,
+          label: label_fn.(atom_key)
+        }
+      end)
+
+    custom_cols =
+      parsed.custom_field_ids
+      |> Enum.map(fn id ->
+        cf = Map.get(custom_fields_by_id, id) || Map.get(custom_fields_by_id, to_string(id))
+
+        if cf do
+          %{
+            key: to_string(id),
+            kind: :custom_field,
+            label: label_fn.(id),
+            custom_field: cf
+          }
+        else
+          nil
+        end
+      end)
+      |> Enum.reject(&is_nil/1)
+
+    member_cols ++ computed_cols ++ custom_cols
+  end
+
+  defp build_rows(members, columns, custom_fields_by_id) do
+    Enum.map(members, fn member ->
+      Enum.map(columns, fn col -> cell_value(member, col, custom_fields_by_id) end)
+    end)
+  end
+
+  defp cell_value(member, %{kind: :member_field, key: key}, _custom_fields_by_id) do
+    key_atom = key_to_atom(key)
+    value = Map.get(member, key_atom)
+    format_member_value(value)
+  end
+
+  defp cell_value(member, %{kind: :custom_field, key: id, custom_field: cf}, _custom_fields_by_id) do
+    cfv = get_cfv_by_id(member, id)
+
+    if cfv do
+      CustomFieldValueFormatter.format_custom_field_value(cfv.value, cf)
+    else
+      ""
+    end
+  end
+
+  defp cell_value(member, %{kind: :computed, key: key}, _custom_fields_by_id) do
+    value = Map.get(member, key)
+    if is_binary(value), do: value, else: ""
+  end
+
+  defp key_to_atom(k) when is_atom(k), do: k
+
+  defp key_to_atom(k) when is_binary(k) do
+    try do
+      String.to_existing_atom(k)
+    rescue
+      ArgumentError -> k
+    end
+  end
+
+  defp get_cfv_by_id(member, id) do
+    values =
+      case Map.get(member, :custom_field_values) do
+        v when is_list(v) -> v
+        _ -> []
+      end
+
+    id_str = to_string(id)
+
+    Enum.find(values, fn cfv ->
+      to_string(cfv.custom_field_id) == id_str or
+        (Map.get(cfv, :custom_field) && to_string(cfv.custom_field.id) == id_str)
+    end)
+  end
+
+  defp format_member_value(nil), do: ""
+  defp format_member_value(true), do: "true"
+  defp format_member_value(false), do: "false"
+  defp format_member_value(%Date{} = d), do: Date.to_iso8601(d)
+  defp format_member_value(%DateTime{} = dt), do: DateTime.to_iso8601(dt)
+  defp format_member_value(%NaiveDateTime{} = dt), do: NaiveDateTime.to_iso8601(dt)
+  defp format_member_value(value), do: to_string(value)
+
+  defp build_meta(members) do
+    %{
+      generated_at: DateTime.utc_now() |> DateTime.to_iso8601(),
+      member_count: length(members)
+    }
+  end
+end