Merge remote-tracking branch 'origin/main' into sidebar

test/membership/fuzzy_search_test.exs

@@ -69,7 +69,7 @@ defmodule Mv.Membership.FuzzySearchTest do
     ids = Enum.map(result, & &1.id)
     assert thomas.id in ids
     refute jane.id in ids
-    assert length(ids) >= 1
+    assert not Enum.empty?(ids)
   end
 
   test "empty query returns all members" do

test/membership/member_cycle_calculations_test.exs

@@ -0,0 +1,360 @@
+defmodule Mv.Membership.MemberCycleCalculationsTest do
+  @moduledoc """
+  Tests for Member cycle status calculations.
+  """
+  use Mv.DataCase, async: true
+
+  alias Mv.Membership.Member
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.MembershipFees.CalendarCycles
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "Member",
+      email: "test.member.#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a cycle
+  defp create_cycle(member, fee_type, attrs) do
+    default_attrs = %{
+      cycle_start: ~D[2024-01-01],
+      amount: Decimal.new("50.00"),
+      member_id: member.id,
+      membership_fee_type_id: fee_type.id,
+      status: :unpaid
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeCycle
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  describe "current_cycle_status" do
+    test "returns status of current cycle for member with active cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      # Create a cycle that is active today (2024-01-01 to 2024-12-31)
+      # Assuming today is in 2024
+      today = Date.utc_today()
+      cycle_start = CalendarCycles.calculate_cycle_start(today, :yearly)
+
+      create_cycle(member, fee_type, %{
+        cycle_start: cycle_start,
+        status: :paid
+      })
+
+      member = Ash.load!(member, :current_cycle_status)
+      assert member.current_cycle_status == :paid
+    end
+
+    test "returns nil for member without current cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      # Create a cycle in the past (not current)
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2020-01-01],
+        status: :paid
+      })
+
+      member = Ash.load!(member, :current_cycle_status)
+      assert member.current_cycle_status == nil
+    end
+
+    test "returns nil for member without cycles" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      member = Ash.load!(member, :current_cycle_status)
+      assert member.current_cycle_status == nil
+    end
+
+    test "returns status of current cycle for monthly interval" do
+      fee_type = create_fee_type(%{interval: :monthly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      # Create a cycle that is active today (current month)
+      today = Date.utc_today()
+      cycle_start = CalendarCycles.calculate_cycle_start(today, :monthly)
+
+      create_cycle(member, fee_type, %{
+        cycle_start: cycle_start,
+        status: :unpaid
+      })
+
+      member = Ash.load!(member, :current_cycle_status)
+      assert member.current_cycle_status == :unpaid
+    end
+  end
+
+  describe "last_cycle_status" do
+    test "returns status of last completed cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      # Create cycles: 2022 (completed), 2023 (completed), 2024 (current)
+      today = Date.utc_today()
+
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2022-01-01],
+        status: :paid
+      })
+
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2023-01-01],
+        status: :unpaid
+      })
+
+      # Current cycle
+      cycle_start = CalendarCycles.calculate_cycle_start(today, :yearly)
+
+      create_cycle(member, fee_type, %{
+        cycle_start: cycle_start,
+        status: :paid
+      })
+
+      member = Ash.load!(member, :last_cycle_status)
+      # Should return status of 2023 (last completed)
+      assert member.last_cycle_status == :unpaid
+    end
+
+    test "returns nil for member without completed cycles" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      # Only create current cycle (not completed yet)
+      today = Date.utc_today()
+      cycle_start = CalendarCycles.calculate_cycle_start(today, :yearly)
+
+      create_cycle(member, fee_type, %{
+        cycle_start: cycle_start,
+        status: :paid
+      })
+
+      member = Ash.load!(member, :last_cycle_status)
+      assert member.last_cycle_status == nil
+    end
+
+    test "returns nil for member without cycles" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      member = Ash.load!(member, :last_cycle_status)
+      assert member.last_cycle_status == nil
+    end
+
+    test "returns status of last completed cycle for monthly interval" do
+      fee_type = create_fee_type(%{interval: :monthly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      today = Date.utc_today()
+      # Create cycles: last month (completed), current month (not completed)
+      last_month_start = Date.add(today, -32) |> CalendarCycles.calculate_cycle_start(:monthly)
+      current_month_start = CalendarCycles.calculate_cycle_start(today, :monthly)
+
+      create_cycle(member, fee_type, %{
+        cycle_start: last_month_start,
+        status: :paid
+      })
+
+      create_cycle(member, fee_type, %{
+        cycle_start: current_month_start,
+        status: :unpaid
+      })
+
+      member = Ash.load!(member, :last_cycle_status)
+      # Should return status of last month (last completed)
+      assert member.last_cycle_status == :paid
+    end
+  end
+
+  describe "overdue_count" do
+    test "counts only unpaid cycles that have ended" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      today = Date.utc_today()
+
+      # Create cycles:
+      # 2022: unpaid, ended (overdue)
+      # 2023: paid, ended (not overdue)
+      # 2024: unpaid, current (not overdue)
+      # 2025: unpaid, future (not overdue)
+
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2022-01-01],
+        status: :unpaid
+      })
+
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2023-01-01],
+        status: :paid
+      })
+
+      # Current cycle
+      cycle_start = CalendarCycles.calculate_cycle_start(today, :yearly)
+
+      create_cycle(member, fee_type, %{
+        cycle_start: cycle_start,
+        status: :unpaid
+      })
+
+      # Future cycle (if we're not at the end of the year)
+      next_year = today.year + 1
+
+      if today.month < 12 or today.day < 31 do
+        next_year_start = Date.new!(next_year, 1, 1)
+
+        create_cycle(member, fee_type, %{
+          cycle_start: next_year_start,
+          status: :unpaid
+        })
+      end
+
+      member = Ash.load!(member, :overdue_count)
+      # Should only count 2022 (unpaid and ended)
+      assert member.overdue_count == 1
+    end
+
+    test "returns 0 when no overdue cycles" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      # Create only paid cycles
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2022-01-01],
+        status: :paid
+      })
+
+      member = Ash.load!(member, :overdue_count)
+      assert member.overdue_count == 0
+    end
+
+    test "returns 0 for member without cycles" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      member = Ash.load!(member, :overdue_count)
+      assert member.overdue_count == 0
+    end
+
+    test "counts overdue cycles for monthly interval" do
+      fee_type = create_fee_type(%{interval: :monthly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      today = Date.utc_today()
+
+      # Create cycles: two months ago (unpaid, ended), last month (paid, ended), current month (unpaid, not ended)
+      two_months_ago_start =
+        Date.add(today, -65) |> CalendarCycles.calculate_cycle_start(:monthly)
+
+      last_month_start = Date.add(today, -32) |> CalendarCycles.calculate_cycle_start(:monthly)
+      current_month_start = CalendarCycles.calculate_cycle_start(today, :monthly)
+
+      create_cycle(member, fee_type, %{
+        cycle_start: two_months_ago_start,
+        status: :unpaid
+      })
+
+      create_cycle(member, fee_type, %{
+        cycle_start: last_month_start,
+        status: :paid
+      })
+
+      create_cycle(member, fee_type, %{
+        cycle_start: current_month_start,
+        status: :unpaid
+      })
+
+      member = Ash.load!(member, :overdue_count)
+      # Should only count two_months_ago (unpaid and ended)
+      assert member.overdue_count == 1
+    end
+
+    test "counts multiple overdue cycles" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      # Create multiple unpaid, ended cycles
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2020-01-01],
+        status: :unpaid
+      })
+
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2021-01-01],
+        status: :unpaid
+      })
+
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2022-01-01],
+        status: :unpaid
+      })
+
+      member = Ash.load!(member, :overdue_count)
+      assert member.overdue_count == 3
+    end
+  end
+
+  describe "calculations with multiple cycles" do
+    test "all calculations work correctly with multiple cycles" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      today = Date.utc_today()
+
+      # Create cycles: 2022 (unpaid, ended), 2023 (paid, ended), 2024 (unpaid, current)
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2022-01-01],
+        status: :unpaid
+      })
+
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2023-01-01],
+        status: :paid
+      })
+
+      cycle_start = CalendarCycles.calculate_cycle_start(today, :yearly)
+
+      create_cycle(member, fee_type, %{
+        cycle_start: cycle_start,
+        status: :unpaid
+      })
+
+      member =
+        Ash.load!(member, [:current_cycle_status, :last_cycle_status, :overdue_count])
+
+      assert member.current_cycle_status == :unpaid
+      assert member.last_cycle_status == :paid
+      assert member.overdue_count == 1
+    end
+  end
+end

test/membership/member_required_custom_fields_test.exs

@@ -0,0 +1,635 @@
+defmodule Mv.Membership.MemberRequiredCustomFieldsTest do
+  @moduledoc """
+  Tests for required custom fields validation.
+
+  Tests cover:
+  - Member creation without required custom field → error
+  - Member creation with empty required custom field (nil/empty string) → error
+  - Member creation with valid required custom field → success
+  - Member update: removing a required custom field value → error
+  - Boolean required custom field: false is valid, nil is invalid
+  """
+  use Mv.DataCase, async: true
+
+  alias Mv.Membership
+
+  setup do
+    # Create required custom fields for different types
+    {:ok, required_string_field} =
+      Membership.CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "required_string",
+        value_type: :string,
+        required: true
+      })
+      |> Ash.create()
+
+    {:ok, required_integer_field} =
+      Membership.CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "required_integer",
+        value_type: :integer,
+        required: true
+      })
+      |> Ash.create()
+
+    {:ok, required_boolean_field} =
+      Membership.CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "required_boolean",
+        value_type: :boolean,
+        required: true
+      })
+      |> Ash.create()
+
+    {:ok, required_date_field} =
+      Membership.CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "required_date",
+        value_type: :date,
+        required: true
+      })
+      |> Ash.create()
+
+    {:ok, required_email_field} =
+      Membership.CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "required_email",
+        value_type: :email,
+        required: true
+      })
+      |> Ash.create()
+
+    {:ok, optional_field} =
+      Membership.CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "optional_string",
+        value_type: :string,
+        required: false
+      })
+      |> Ash.create()
+
+    %{
+      required_string_field: required_string_field,
+      required_integer_field: required_integer_field,
+      required_boolean_field: required_boolean_field,
+      required_date_field: required_date_field,
+      required_email_field: required_email_field,
+      optional_field: optional_field
+    }
+  end
+
+  # Helper function to create all required custom fields with valid default values
+  defp all_required_custom_fields_with_defaults(%{
+         required_string_field: string_field,
+         required_integer_field: integer_field,
+         required_boolean_field: boolean_field,
+         required_date_field: date_field,
+         required_email_field: email_field
+       }) do
+    [
+      %{
+        "custom_field_id" => string_field.id,
+        "value" => %{"_union_type" => "string", "_union_value" => "default"}
+      },
+      %{
+        "custom_field_id" => integer_field.id,
+        "value" => %{"_union_type" => "integer", "_union_value" => 0}
+      },
+      %{
+        "custom_field_id" => boolean_field.id,
+        "value" => %{"_union_type" => "boolean", "_union_value" => false}
+      },
+      %{
+        "custom_field_id" => date_field.id,
+        "value" => %{"_union_type" => "date", "_union_value" => ~D[2020-01-01]}
+      },
+      %{
+        "custom_field_id" => email_field.id,
+        "value" => %{"_union_type" => "email", "_union_value" => "test@example.com"}
+      }
+    ]
+  end
+
+  describe "create_member with required custom fields" do
+    @valid_attrs %{
+      first_name: "John",
+      last_name: "Doe",
+      email: "john@example.com"
+    }
+
+    test "fails when required custom field is missing", %{required_string_field: field} do
+      attrs = Map.put(@valid_attrs, :custom_field_values, [])
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "fails when required string custom field has nil value",
+         %{
+           required_string_field: field
+         } = context do
+      # Start with all required fields having valid values
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "string", "_union_value" => nil}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "fails when required string custom field has empty string value",
+         %{
+           required_string_field: field
+         } = context do
+      # Start with all required fields having valid values
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "string", "_union_value" => ""}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "fails when required string custom field has whitespace-only value",
+         %{
+           required_string_field: field
+         } = context do
+      # Start with all required fields having valid values
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "string", "_union_value" => "   "}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "succeeds when required string custom field has valid value",
+         %{
+           required_string_field: field
+         } = context do
+      # Start with all required fields having valid values, then update the string field
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "string", "_union_value" => "test value"}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:ok, _member} = Membership.create_member(attrs)
+    end
+
+    test "fails when required integer custom field has nil value",
+         %{
+           required_integer_field: field
+         } = context do
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "integer", "_union_value" => nil}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "fails when required integer custom field has empty string value",
+         %{
+           required_integer_field: field
+         } = context do
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "integer", "_union_value" => ""}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "succeeds when required integer custom field has zero value",
+         %{
+           required_integer_field: _field
+         } = context do
+      custom_field_values = all_required_custom_fields_with_defaults(context)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:ok, _member} = Membership.create_member(attrs)
+    end
+
+    test "succeeds when required integer custom field has positive value",
+         %{
+           required_integer_field: field
+         } = context do
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "integer", "_union_value" => 42}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:ok, _member} = Membership.create_member(attrs)
+    end
+
+    test "fails when required boolean custom field has nil value",
+         %{
+           required_boolean_field: field
+         } = context do
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "boolean", "_union_value" => nil}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "succeeds when required boolean custom field has false value",
+         %{
+           required_boolean_field: _field
+         } = context do
+      custom_field_values = all_required_custom_fields_with_defaults(context)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:ok, _member} = Membership.create_member(attrs)
+    end
+
+    test "succeeds when required boolean custom field has true value",
+         %{
+           required_boolean_field: field
+         } = context do
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "boolean", "_union_value" => true}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:ok, _member} = Membership.create_member(attrs)
+    end
+
+    test "fails when required date custom field has nil value",
+         %{
+           required_date_field: field
+         } = context do
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "date", "_union_value" => nil}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "fails when required date custom field has empty string value",
+         %{
+           required_date_field: field
+         } = context do
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "date", "_union_value" => ""}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "succeeds when required date custom field has valid date value",
+         %{
+           required_date_field: _field
+         } = context do
+      custom_field_values = all_required_custom_fields_with_defaults(context)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:ok, _member} = Membership.create_member(attrs)
+    end
+
+    test "fails when required email custom field has nil value",
+         %{
+           required_email_field: field
+         } = context do
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "email", "_union_value" => nil}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "fails when required email custom field has empty string value",
+         %{
+           required_email_field: field
+         } = context do
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "email", "_union_value" => ""}}
+          else
+            cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "succeeds when required email custom field has valid email value",
+         %{
+           required_email_field: _field
+         } = context do
+      custom_field_values = all_required_custom_fields_with_defaults(context)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:ok, _member} = Membership.create_member(attrs)
+    end
+
+    test "succeeds when multiple required custom fields are provided",
+         %{
+           required_string_field: string_field,
+           required_integer_field: integer_field,
+           required_boolean_field: boolean_field
+         } = context do
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          cond do
+            cfv["custom_field_id"] == string_field.id ->
+              %{cfv | "value" => %{"_union_type" => "string", "_union_value" => "test"}}
+
+            cfv["custom_field_id"] == integer_field.id ->
+              %{cfv | "value" => %{"_union_type" => "integer", "_union_value" => 42}}
+
+            cfv["custom_field_id"] == boolean_field.id ->
+              %{cfv | "value" => %{"_union_type" => "boolean", "_union_value" => true}}
+
+            true ->
+              cfv
+          end
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:ok, _member} = Membership.create_member(attrs)
+    end
+
+    test "fails when one of multiple required custom fields is missing",
+         %{
+           required_string_field: string_field,
+           required_integer_field: integer_field
+         } = context do
+      # Provide only string field, missing integer, boolean, and date
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.filter(fn cfv ->
+          cfv["custom_field_id"] == string_field.id
+        end)
+        |> Enum.map(fn cfv ->
+          %{cfv | "value" => %{"_union_type" => "string", "_union_value" => "test"}}
+        end)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ integer_field.name
+    end
+
+    test "succeeds when optional custom field is missing", %{} = context do
+      # Provide all required fields, but no optional field
+      custom_field_values = all_required_custom_fields_with_defaults(context)
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:ok, _member} = Membership.create_member(attrs)
+    end
+
+    test "succeeds when optional custom field has nil value",
+         %{optional_field: field} = context do
+      # Provide all required fields plus optional field with nil
+      custom_field_values =
+        all_required_custom_fields_with_defaults(context) ++
+          [
+            %{
+              "custom_field_id" => field.id,
+              "value" => %{"_union_type" => "string", "_union_value" => nil}
+            }
+          ]
+
+      attrs = Map.put(@valid_attrs, :custom_field_values, custom_field_values)
+
+      assert {:ok, _member} = Membership.create_member(attrs)
+    end
+  end
+
+  describe "update_member with required custom fields" do
+    test "fails when removing a required custom field value",
+         %{
+           required_string_field: field
+         } = context do
+      # Create member with all required custom fields
+      custom_field_values = all_required_custom_fields_with_defaults(context)
+
+      {:ok, member} =
+        Membership.create_member(%{
+          first_name: "John",
+          last_name: "Doe",
+          email: "john@example.com",
+          custom_field_values: custom_field_values
+        })
+
+      # Try to update without the required custom field
+      assert {:error, %Ash.Error.Invalid{errors: errors}} =
+               Membership.update_member(member, %{custom_field_values: []})
+
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "fails when setting required custom field value to empty",
+         %{
+           required_string_field: field
+         } = context do
+      # Create member with all required custom fields
+      custom_field_values = all_required_custom_fields_with_defaults(context)
+
+      {:ok, member} =
+        Membership.create_member(%{
+          first_name: "John",
+          last_name: "Doe",
+          email: "john@example.com",
+          custom_field_values: custom_field_values
+        })
+
+      # Try to update with empty value for the string field
+      updated_custom_field_values =
+        all_required_custom_fields_with_defaults(context)
+        |> Enum.map(fn cfv ->
+          if cfv["custom_field_id"] == field.id do
+            %{cfv | "value" => %{"_union_type" => "string", "_union_value" => ""}}
+          else
+            cfv
+          end
+        end)
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} =
+               Membership.update_member(member, %{
+                 custom_field_values: updated_custom_field_values
+               })
+
+      assert error_message(errors, :custom_field_values) =~ "Required custom fields missing"
+      assert error_message(errors, :custom_field_values) =~ field.name
+    end
+
+    test "succeeds when updating required custom field to valid value",
+         %{
+           required_string_field: field
+         } = context do
+      # Create member with all required custom fields
+      custom_field_values = all_required_custom_fields_with_defaults(context)
+
+      {:ok, member} =
+        Membership.create_member(%{
+          first_name: "John",
+          last_name: "Doe",
+          email: "john@example.com",
+          custom_field_values: custom_field_values
+        })
+
+      # Load existing custom field values to get their IDs
+      {:ok, member_with_cfvs} = Ash.load(member, :custom_field_values)
+
+      # Update with new valid value for the string field, using existing IDs
+      updated_custom_field_values =
+        member_with_cfvs.custom_field_values
+        |> Enum.map(fn cfv ->
+          if cfv.custom_field_id == field.id do
+            %{
+              "id" => cfv.id,
+              "custom_field_id" => cfv.custom_field_id,
+              "value" => %{"_union_type" => "string", "_union_value" => "new value"}
+            }
+          else
+            # Keep other fields as they are
+            value_type = Atom.to_string(cfv.value.type)
+            actual_value = cfv.value.value
+
+            %{
+              "id" => cfv.id,
+              "custom_field_id" => cfv.custom_field_id,
+              "value" => %{"_union_type" => value_type, "_union_value" => actual_value}
+            }
+          end
+        end)
+
+      assert {:ok, _updated_member} =
+               Membership.update_member(member, %{
+                 custom_field_values: updated_custom_field_values
+               })
+    end
+  end
+
+  # Helper function for error evaluation
+  defp error_message(errors, field) do
+    errors
+    |> Enum.filter(fn err -> Map.get(err, :field) == field end)
+    |> Enum.map_join(" ", &Map.get(&1, :message, ""))
+  end
+end

test/membership/member_search_with_custom_fields_test.exs

@@ -0,0 +1,702 @@
+defmodule Mv.Membership.MemberSearchWithCustomFieldsTest do
+  @moduledoc """
+  Tests for full-text search including custom_field_values.
+
+  Tests verify that custom field values are included in the search_vector
+  and can be found through the fuzzy_search functionality.
+  """
+  use Mv.DataCase, async: false
+
+  alias Mv.Membership.{CustomField, CustomFieldValue, Member}
+
+  setup do
+    # Create test members
+    {:ok, member1} =
+      Member
+      |> Ash.Changeset.for_create(:create_member, %{
+        first_name: "Alice",
+        last_name: "Anderson",
+        email: "alice@example.com"
+      })
+      |> Ash.create()
+
+    {:ok, member2} =
+      Member
+      |> Ash.Changeset.for_create(:create_member, %{
+        first_name: "Bob",
+        last_name: "Brown",
+        email: "bob@example.com"
+      })
+      |> Ash.create()
+
+    {:ok, member3} =
+      Member
+      |> Ash.Changeset.for_create(:create_member, %{
+        first_name: "Charlie",
+        last_name: "Clark",
+        email: "charlie@example.com"
+      })
+      |> Ash.create()
+
+    # Create custom fields for different types
+    {:ok, string_field} =
+      CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "membership_number",
+        value_type: :string
+      })
+      |> Ash.create()
+
+    {:ok, integer_field} =
+      CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "member_id_number",
+        value_type: :integer
+      })
+      |> Ash.create()
+
+    {:ok, email_field} =
+      CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "secondary_email",
+        value_type: :email
+      })
+      |> Ash.create()
+
+    {:ok, date_field} =
+      CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "birthday",
+        value_type: :date
+      })
+      |> Ash.create()
+
+    {:ok, boolean_field} =
+      CustomField
+      |> Ash.Changeset.for_create(:create, %{
+        name: "newsletter",
+        value_type: :boolean
+      })
+      |> Ash.create()
+
+    %{
+      member1: member1,
+      member2: member2,
+      member3: member3,
+      string_field: string_field,
+      integer_field: integer_field,
+      email_field: email_field,
+      date_field: date_field,
+      boolean_field: boolean_field
+    }
+  end
+
+  describe "search with custom field values" do
+    test "finds member by string custom field value", %{
+      member1: member1,
+      string_field: string_field
+    } do
+      # Create custom field value
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "MEMBER12345"}
+        })
+        |> Ash.create()
+
+      # Force search_vector update by reloading member
+      {:ok, _updated_member} =
+        member1
+        |> Ash.Changeset.for_update(:update_member, %{})
+        |> Ash.update()
+
+      # Search for the custom field value
+      results =
+        Member
+        |> Member.fuzzy_search(%{query: "MEMBER12345"})
+        |> Ash.read!()
+
+      assert length(results) == 1
+      assert List.first(results).id == member1.id
+    end
+
+    test "finds member by integer custom field value", %{
+      member1: member1,
+      integer_field: integer_field
+    } do
+      # Create custom field value
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: integer_field.id,
+          value: %{"_union_type" => "integer", "_union_value" => 42_424}
+        })
+        |> Ash.create()
+
+      # Force search_vector update
+      {:ok, _updated_member} =
+        member1
+        |> Ash.Changeset.for_update(:update_member, %{})
+        |> Ash.update()
+
+      # Search for the custom field value
+      results =
+        Member
+        |> Member.fuzzy_search(%{query: "42424"})
+        |> Ash.read!()
+
+      assert length(results) == 1
+      assert List.first(results).id == member1.id
+    end
+
+    test "finds member by email custom field value", %{
+      member1: member1,
+      email_field: email_field
+    } do
+      # Create custom field value
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: email_field.id,
+          value: %{"_union_type" => "email", "_union_value" => "alice.secondary@example.com"}
+        })
+        |> Ash.create()
+
+      # Force search_vector update
+      {:ok, _updated_member} =
+        member1
+        |> Ash.Changeset.for_update(:update_member, %{})
+        |> Ash.update()
+
+      # Search for partial custom field value (should work via FTS or custom field filter)
+      results =
+        Member
+        |> Member.fuzzy_search(%{query: "alice.secondary"})
+        |> Ash.read!()
+
+      assert length(results) == 1
+      assert List.first(results).id == member1.id
+
+      # Search for full email address (should work via custom field filter LIKE)
+      results_full =
+        Member
+        |> Member.fuzzy_search(%{query: "alice.secondary@example.com"})
+        |> Ash.read!()
+
+      assert length(results_full) == 1
+      assert List.first(results_full).id == member1.id
+
+      # Search for domain part (should work via FTS or custom field filter)
+      # Note: May return multiple results if other members have same domain
+      results_domain =
+        Member
+        |> Member.fuzzy_search(%{query: "example.com"})
+        |> Ash.read!()
+
+      # Verify that member1 is in the results (may have other members too)
+      ids = Enum.map(results_domain, & &1.id)
+      assert member1.id in ids
+    end
+
+    test "finds member by date custom field value", %{
+      member1: member1,
+      date_field: date_field
+    } do
+      # Create custom field value
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: date_field.id,
+          value: %{"_union_type" => "date", "_union_value" => ~D[1990-05-15]}
+        })
+        |> Ash.create()
+
+      # Force search_vector update
+      {:ok, _updated_member} =
+        member1
+        |> Ash.Changeset.for_update(:update_member, %{})
+        |> Ash.update()
+
+      # Search for the custom field value (date is stored as text in search_vector)
+      results =
+        Member
+        |> Member.fuzzy_search(%{query: "1990-05-15"})
+        |> Ash.read!()
+
+      assert length(results) == 1
+      assert List.first(results).id == member1.id
+    end
+
+    test "finds member by boolean custom field value", %{
+      member1: member1,
+      boolean_field: boolean_field
+    } do
+      # Create custom field value
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: boolean_field.id,
+          value: %{"_union_type" => "boolean", "_union_value" => true}
+        })
+        |> Ash.create()
+
+      # Force search_vector update
+      {:ok, _updated_member} =
+        member1
+        |> Ash.Changeset.for_update(:update_member, %{})
+        |> Ash.update()
+
+      # Search for the custom field value (boolean is stored as "true" or "false" text)
+      results =
+        Member
+        |> Member.fuzzy_search(%{query: "true"})
+        |> Ash.read!()
+
+      # Note: "true" might match other things, so we check that member1 is in results
+      assert Enum.any?(results, fn m -> m.id == member1.id end)
+    end
+
+    test "custom field value update triggers search_vector update", %{
+      member1: member1,
+      string_field: string_field
+    } do
+      # Create initial custom field value
+      {:ok, cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "OLDVALUE"}
+        })
+        |> Ash.create()
+
+      # Force search_vector update
+      {:ok, _updated_member} =
+        member1
+        |> Ash.Changeset.for_update(:update_member, %{})
+        |> Ash.update()
+
+      # Update custom field value
+      {:ok, _updated_cfv} =
+        cfv
+        |> Ash.Changeset.for_update(:update, %{
+          value: %{"_union_type" => "string", "_union_value" => "NEWVALUE123"}
+        })
+        |> Ash.update()
+
+      # Search for the new value
+      results =
+        Member
+        |> Member.fuzzy_search(%{query: "NEWVALUE123"})
+        |> Ash.read!()
+
+      assert length(results) == 1
+      assert List.first(results).id == member1.id
+
+      # Old value should not be found
+      old_results =
+        Member
+        |> Member.fuzzy_search(%{query: "OLDVALUE"})
+        |> Ash.read!()
+
+      refute Enum.any?(old_results, fn m -> m.id == member1.id end)
+    end
+
+    test "custom field value delete triggers search_vector update", %{
+      member1: member1,
+      string_field: string_field
+    } do
+      # Create custom field value
+      {:ok, cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "TOBEDELETED"}
+        })
+        |> Ash.create()
+
+      # Force search_vector update
+      {:ok, _updated_member} =
+        member1
+        |> Ash.Changeset.for_update(:update_member, %{})
+        |> Ash.update()
+
+      # Verify it's searchable
+      results =
+        Member
+        |> Member.fuzzy_search(%{query: "TOBEDELETED"})
+        |> Ash.read!()
+
+      assert length(results) == 1
+      assert List.first(results).id == member1.id
+
+      # Delete custom field value
+      assert :ok = Ash.destroy(cfv)
+
+      # Value should no longer be found
+      deleted_results =
+        Member
+        |> Member.fuzzy_search(%{query: "TOBEDELETED"})
+        |> Ash.read!()
+
+      refute Enum.any?(deleted_results, fn m -> m.id == member1.id end)
+    end
+
+    test "custom field value create triggers search_vector update", %{
+      member1: member1,
+      string_field: string_field
+    } do
+      # Create custom field value (trigger should update search_vector automatically)
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "AUTOUPDATE"}
+        })
+        |> Ash.create()
+
+      # Search should find it immediately (trigger should have updated search_vector)
+      results =
+        Member
+        |> Member.fuzzy_search(%{query: "AUTOUPDATE"})
+        |> Ash.read!()
+
+      assert length(results) == 1
+      assert List.first(results).id == member1.id
+    end
+
+    test "member update includes custom field values in search_vector", %{
+      member1: member1,
+      string_field: string_field
+    } do
+      # Create custom field value
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "MEMBERUPDATE"}
+        })
+        |> Ash.create()
+
+      # Update member (should trigger search_vector update including custom fields)
+      {:ok, _updated_member} =
+        member1
+        |> Ash.Changeset.for_update(:update_member, %{notes: "Updated notes"})
+        |> Ash.update()
+
+      # Search should find the custom field value
+      results =
+        Member
+        |> Member.fuzzy_search(%{query: "MEMBERUPDATE"})
+        |> Ash.read!()
+
+      assert length(results) == 1
+      assert List.first(results).id == member1.id
+    end
+
+    test "multiple custom field values are all searchable", %{
+      member1: member1,
+      string_field: string_field,
+      integer_field: integer_field,
+      email_field: email_field
+    } do
+      # Create multiple custom field values
+      {:ok, _cfv1} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "MULTI1"}
+        })
+        |> Ash.create()
+
+      {:ok, _cfv2} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: integer_field.id,
+          value: %{"_union_type" => "integer", "_union_value" => 99_999}
+        })
+        |> Ash.create()
+
+      {:ok, _cfv3} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: email_field.id,
+          value: %{"_union_type" => "email", "_union_value" => "multi@test.com"}
+        })
+        |> Ash.create()
+
+      # Force search_vector update
+      {:ok, _updated_member} =
+        member1
+        |> Ash.Changeset.for_update(:update_member, %{})
+        |> Ash.update()
+
+      # All values should be searchable
+      results1 =
+        Member
+        |> Member.fuzzy_search(%{query: "MULTI1"})
+        |> Ash.read!()
+
+      assert Enum.any?(results1, fn m -> m.id == member1.id end)
+
+      results2 =
+        Member
+        |> Member.fuzzy_search(%{query: "99999"})
+        |> Ash.read!()
+
+      assert Enum.any?(results2, fn m -> m.id == member1.id end)
+
+      results3 =
+        Member
+        |> Member.fuzzy_search(%{query: "multi@test.com"})
+        |> Ash.read!()
+
+      assert Enum.any?(results3, fn m -> m.id == member1.id end)
+    end
+
+    test "finds member by custom field value with numbers in text field (e.g. phone number)", %{
+      member1: member1,
+      string_field: string_field
+    } do
+      # Create custom field value with numbers and text (like phone number or ID)
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "M-123-456"}
+        })
+        |> Ash.create()
+
+      # Force search_vector update
+      {:ok, _updated_member} =
+        member1
+        |> Ash.Changeset.for_update(:update_member, %{})
+        |> Ash.update()
+
+      # Search for full value (should work via search_vector)
+      results_full =
+        Member
+        |> Member.fuzzy_search(%{query: "M-123-456"})
+        |> Ash.read!()
+
+      assert Enum.any?(results_full, fn m -> m.id == member1.id end),
+             "Full value search should find member via search_vector"
+
+      # Note: Partial substring search may require additional implementation
+      # For now, we test that the full value is searchable, which is the primary use case
+      # Substring matching for custom fields may need to be implemented separately
+    end
+
+    test "finds member by phone number in Emergency Contact custom field", %{
+      member1: member1
+    } do
+      # Create Emergency Contact custom field
+      {:ok, emergency_contact_field} =
+        CustomField
+        |> Ash.Changeset.for_create(:create, %{
+          name: "Emergency Contact",
+          value_type: :string
+        })
+        |> Ash.create()
+
+      # Create custom field value with phone number
+      phone_number = "+49 123 456789"
+
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: emergency_contact_field.id,
+          value: %{"_union_type" => "string", "_union_value" => phone_number}
+        })
+        |> Ash.create()
+
+      # Force search_vector update
+      {:ok, _updated_member} =
+        member1
+        |> Ash.Changeset.for_update(:update_member, %{})
+        |> Ash.update()
+
+      # Search for full phone number (should work via search_vector)
+      results_full =
+        Member
+        |> Member.fuzzy_search(%{query: phone_number})
+        |> Ash.read!()
+
+      assert Enum.any?(results_full, fn m -> m.id == member1.id end),
+             "Full phone number search should find member via search_vector"
+
+      # Note: Partial substring search may require additional implementation
+      # For now, we test that the full phone number is searchable, which is the primary use case
+      # Substring matching for custom fields may need to be implemented separately
+    end
+  end
+
+  describe "custom field substring search (ILIKE)" do
+    test "finds member by prefix of custom field value", %{
+      member1: member1,
+      string_field: string_field
+    } do
+      # Create custom field value with a distinct word
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "Premium"}
+        })
+        |> Ash.create()
+
+      # Test prefix searches - should all find the member
+      for prefix <- ["Premium", "Premiu", "Premi", "Prem", "Pre"] do
+        results =
+          Member
+          |> Member.fuzzy_search(%{query: prefix})
+          |> Ash.read!()
+
+        assert Enum.any?(results, fn m -> m.id == member1.id end),
+               "Prefix '#{prefix}' should find member with custom field 'Premium'"
+      end
+    end
+
+    test "custom field search is case-insensitive", %{
+      member1: member1,
+      string_field: string_field
+    } do
+      # Create custom field value
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "GoldMember"}
+        })
+        |> Ash.create()
+
+      # Test case variations - should all find the member
+      for variant <- [
+            "GoldMember",
+            "goldmember",
+            "GOLDMEMBER",
+            "GoLdMeMbEr",
+            "gold",
+            "GOLD",
+            "Gold"
+          ] do
+        results =
+          Member
+          |> Member.fuzzy_search(%{query: variant})
+          |> Ash.read!()
+
+        assert Enum.any?(results, fn m -> m.id == member1.id end),
+               "Case variant '#{variant}' should find member with custom field 'GoldMember'"
+      end
+    end
+
+    test "finds member by suffix/middle of custom field value", %{
+      member1: member1,
+      string_field: string_field
+    } do
+      # Create custom field value
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "ActiveMember"}
+        })
+        |> Ash.create()
+
+      # Test suffix and middle substring searches
+      for substring <- ["Member", "ember", "tiveMem", "ctive"] do
+        results =
+          Member
+          |> Member.fuzzy_search(%{query: substring})
+          |> Ash.read!()
+
+        assert Enum.any?(results, fn m -> m.id == member1.id end),
+               "Substring '#{substring}' should find member with custom field 'ActiveMember'"
+      end
+    end
+
+    test "finds correct member among multiple with different custom field values", %{
+      member1: member1,
+      member2: member2,
+      member3: member3,
+      string_field: string_field
+    } do
+      # Create different custom field values for each member
+      {:ok, _cfv1} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member1.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "Beginner"}
+        })
+        |> Ash.create()
+
+      {:ok, _cfv2} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member2.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "Advanced"}
+        })
+        |> Ash.create()
+
+      {:ok, _cfv3} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member3.id,
+          custom_field_id: string_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "Expert"}
+        })
+        |> Ash.create()
+
+      # Search for "Begin" - should only find member1
+      results_begin =
+        Member
+        |> Member.fuzzy_search(%{query: "Begin"})
+        |> Ash.read!()
+
+      assert length(results_begin) == 1
+      assert List.first(results_begin).id == member1.id
+
+      # Search for "Advan" - should only find member2
+      results_advan =
+        Member
+        |> Member.fuzzy_search(%{query: "Advan"})
+        |> Ash.read!()
+
+      assert length(results_advan) == 1
+      assert List.first(results_advan).id == member2.id
+
+      # Search for "Exper" - should only find member3
+      results_exper =
+        Member
+        |> Member.fuzzy_search(%{query: "Exper"})
+        |> Ash.read!()
+
+      assert length(results_exper) == 1
+      assert List.first(results_exper).id == member3.id
+    end
+
+    # Note: Legacy format (type/value) is supported via the SQL ILIKE query on value->>'value'
+    # This is tested implicitly by the migration trigger which handles both formats.
+    # The Ash union type only accepts the new format (_union_type/_union_value) for creation,
+    # but the search works on existing legacy data.
+  end
+end

test/membership/member_test.exs

@@ -6,7 +6,6 @@ defmodule Mv.Membership.MemberTest do
     @valid_attrs %{
       first_name: "John",
       last_name: "Doe",
-      paid: true,
       email: "john@example.com",
       phone_number: "+49123456789",
       join_date: ~D[2020-01-01],
@@ -42,14 +41,6 @@ defmodule Mv.Membership.MemberTest do
       assert error_message(errors, :email) =~ "is not a valid email"
     end
 
-    test "Paid is optional but must be boolean if specified" do
-      attrs = Map.put(@valid_attrs, :paid, nil)
-      attrs2 = Map.put(@valid_attrs, :paid, "yes")
-      assert {:ok, _member} = Membership.create_member(Map.delete(attrs, :paid))
-      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs2)
-      assert error_message(errors, :paid) =~ "is invalid"
-    end
-
     test "Phone number is optional but must have a valid format if specified" do
       attrs = Map.put(@valid_attrs, :phone_number, "abc")
       assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
@@ -58,12 +49,12 @@ defmodule Mv.Membership.MemberTest do
       assert {:ok, _member} = Membership.create_member(attrs2)
     end
 
-    test "Join date is optional but must not be in the future" do
+    test "Join date cannot be in the future" do
       attrs = Map.put(@valid_attrs, :join_date, Date.utc_today() |> Date.add(1))
-      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
-      assert error_message(errors, :join_date) =~ "cannot be in the future"
-      attrs2 = Map.delete(@valid_attrs, :join_date)
-      assert {:ok, _member} = Membership.create_member(attrs2)
+
+      assert {:error,
+              %Ash.Error.Invalid{errors: [%Ash.Error.Changes.InvalidAttribute{field: :join_date}]}} =
+               Membership.create_member(attrs)
     end
 
     test "Exit date is optional but must not be before join date if both are specified" do

test/membership/member_type_change_integration_test.exs

@@ -0,0 +1,453 @@
+defmodule Mv.Membership.MemberTypeChangeIntegrationTest do
+  @moduledoc """
+  Integration tests for membership fee type changes and cycle regeneration.
+  """
+  use Mv.DataCase, async: true
+
+  alias Mv.Membership.Member
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.MembershipFees.CalendarCycles
+
+  require Ash.Query
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "Member",
+      email: "test.member.#{System.unique_integer([:positive])}@example.com",
+      join_date: ~D[2023-01-15]
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a cycle
+  defp create_cycle(member, fee_type, attrs) do
+    default_attrs = %{
+      cycle_start: ~D[2024-01-01],
+      amount: Decimal.new("50.00"),
+      member_id: member.id,
+      membership_fee_type_id: fee_type.id,
+      status: :unpaid
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeCycle
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  describe "type change cycle regeneration" do
+    test "future unpaid cycles are regenerated with new amount" do
+      today = Date.utc_today()
+      yearly_type1 = create_fee_type(%{interval: :yearly, amount: Decimal.new("100.00")})
+      yearly_type2 = create_fee_type(%{interval: :yearly, amount: Decimal.new("150.00")})
+
+      # Create member without fee type first to avoid auto-generation
+      member = create_member(%{})
+
+      # Manually assign fee type (this will trigger cycle generation)
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          membership_fee_type_id: yearly_type1.id
+        })
+        |> Ash.update!()
+
+      # Cycle generation runs synchronously in the same transaction
+      # No need to wait for async completion
+
+      # Create cycles: one in the past (paid), one current (unpaid)
+      # Note: Future cycles are not automatically generated by CycleGenerator,
+      # so we only test with current cycle
+      past_cycle_start = CalendarCycles.calculate_cycle_start(~D[2023-01-01], :yearly)
+      current_cycle_start = CalendarCycles.calculate_cycle_start(today, :yearly)
+
+      # Past cycle (paid) - should remain unchanged
+      # Check if it already exists (from auto-generation), if not create it
+      case MembershipFeeCycle
+           |> Ash.Query.filter(member_id == ^member.id and cycle_start == ^past_cycle_start)
+           |> Ash.read_one() do
+        {:ok, existing_cycle} when not is_nil(existing_cycle) ->
+          # Update to paid
+          existing_cycle
+          |> Ash.Changeset.for_update(:update, %{status: :paid})
+          |> Ash.update!()
+
+        _ ->
+          create_cycle(member, yearly_type1, %{
+            cycle_start: past_cycle_start,
+            status: :paid,
+            amount: Decimal.new("100.00")
+          })
+      end
+
+      # Current cycle (unpaid) - should be regenerated
+      # Delete if exists (from auto-generation), then create with old amount
+      case MembershipFeeCycle
+           |> Ash.Query.filter(member_id == ^member.id and cycle_start == ^current_cycle_start)
+           |> Ash.read_one() do
+        {:ok, existing_cycle} when not is_nil(existing_cycle) ->
+          Ash.destroy!(existing_cycle)
+
+        _ ->
+          :ok
+      end
+
+      _current_cycle =
+        create_cycle(member, yearly_type1, %{
+          cycle_start: current_cycle_start,
+          status: :unpaid,
+          amount: Decimal.new("100.00")
+        })
+
+      # Change membership fee type (same interval, different amount)
+      assert {:ok, _updated_member} =
+               member
+               |> Ash.Changeset.for_update(:update_member, %{
+                 membership_fee_type_id: yearly_type2.id
+               })
+               |> Ash.update()
+
+      # Cycle regeneration runs synchronously in the same transaction
+      # No need to wait for async completion
+
+      # Verify past cycle is unchanged
+      past_cycle_after =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id and cycle_start == ^past_cycle_start)
+        |> Ash.read_one!()
+
+      assert past_cycle_after.status == :paid
+      assert Decimal.equal?(past_cycle_after.amount, Decimal.new("100.00"))
+      assert past_cycle_after.membership_fee_type_id == yearly_type1.id
+
+      # Verify current cycle was deleted and regenerated
+      # Check that cycle with new type exists (regenerated)
+      new_current_cycle =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id and cycle_start == ^current_cycle_start)
+        |> Ash.read_one!()
+
+      # Verify it has the new type and amount
+      assert new_current_cycle.membership_fee_type_id == yearly_type2.id
+      assert Decimal.equal?(new_current_cycle.amount, Decimal.new("150.00"))
+      assert new_current_cycle.status == :unpaid
+
+      # Verify old cycle with old type doesn't exist anymore
+      old_current_cycles =
+        MembershipFeeCycle
+        |> Ash.Query.filter(
+          member_id == ^member.id and cycle_start == ^current_cycle_start and
+            membership_fee_type_id == ^yearly_type1.id
+        )
+        |> Ash.read!()
+
+      assert Enum.empty?(old_current_cycles)
+    end
+
+    test "paid cycles remain unchanged" do
+      today = Date.utc_today()
+      yearly_type1 = create_fee_type(%{interval: :yearly, amount: Decimal.new("100.00")})
+      yearly_type2 = create_fee_type(%{interval: :yearly, amount: Decimal.new("150.00")})
+
+      # Create member without fee type first to avoid auto-generation
+      member = create_member(%{})
+
+      # Manually assign fee type (this will trigger cycle generation)
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          membership_fee_type_id: yearly_type1.id
+        })
+        |> Ash.update!()
+
+      # Cycle generation runs synchronously in the same transaction
+      # No need to wait for async completion
+
+      # Get the current cycle and mark it as paid
+      current_cycle_start = CalendarCycles.calculate_cycle_start(today, :yearly)
+
+      # Find current cycle and mark as paid
+      paid_cycle =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id and cycle_start == ^current_cycle_start)
+        |> Ash.read_one!()
+        |> Ash.Changeset.for_update(:mark_as_paid)
+        |> Ash.update!()
+
+      # Change membership fee type
+      assert {:ok, _updated_member} =
+               member
+               |> Ash.Changeset.for_update(:update_member, %{
+                 membership_fee_type_id: yearly_type2.id
+               })
+               |> Ash.update()
+
+      # Cycle regeneration runs synchronously in the same transaction
+      # No need to wait for async completion
+
+      # Verify paid cycle is unchanged (not deleted and regenerated)
+      {:ok, cycle_after} = Ash.get(MembershipFeeCycle, paid_cycle.id)
+      assert cycle_after.status == :paid
+      assert Decimal.equal?(cycle_after.amount, Decimal.new("100.00"))
+      assert cycle_after.membership_fee_type_id == yearly_type1.id
+    end
+
+    test "suspended cycles remain unchanged" do
+      today = Date.utc_today()
+      yearly_type1 = create_fee_type(%{interval: :yearly, amount: Decimal.new("100.00")})
+      yearly_type2 = create_fee_type(%{interval: :yearly, amount: Decimal.new("150.00")})
+
+      # Create member without fee type first to avoid auto-generation
+      member = create_member(%{})
+
+      # Manually assign fee type (this will trigger cycle generation)
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          membership_fee_type_id: yearly_type1.id
+        })
+        |> Ash.update!()
+
+      # Cycle generation runs synchronously in the same transaction
+      # No need to wait for async completion
+
+      # Get the current cycle and mark it as suspended
+      current_cycle_start = CalendarCycles.calculate_cycle_start(today, :yearly)
+
+      # Find current cycle and mark as suspended
+      suspended_cycle =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id and cycle_start == ^current_cycle_start)
+        |> Ash.read_one!()
+        |> Ash.Changeset.for_update(:mark_as_suspended)
+        |> Ash.update!()
+
+      # Change membership fee type
+      assert {:ok, _updated_member} =
+               member
+               |> Ash.Changeset.for_update(:update_member, %{
+                 membership_fee_type_id: yearly_type2.id
+               })
+               |> Ash.update()
+
+      # Cycle regeneration runs synchronously in the same transaction
+      # No need to wait for async completion
+
+      # Verify suspended cycle is unchanged (not deleted and regenerated)
+      {:ok, cycle_after} = Ash.get(MembershipFeeCycle, suspended_cycle.id)
+      assert cycle_after.status == :suspended
+      assert Decimal.equal?(cycle_after.amount, Decimal.new("100.00"))
+      assert cycle_after.membership_fee_type_id == yearly_type1.id
+    end
+
+    test "only cycles that haven't ended yet are deleted" do
+      today = Date.utc_today()
+      yearly_type1 = create_fee_type(%{interval: :yearly, amount: Decimal.new("100.00")})
+      yearly_type2 = create_fee_type(%{interval: :yearly, amount: Decimal.new("150.00")})
+
+      # Create member without fee type first to avoid auto-generation
+      member = create_member(%{})
+
+      # Manually assign fee type (this will trigger cycle generation)
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          membership_fee_type_id: yearly_type1.id
+        })
+        |> Ash.update!()
+
+      # Cycle generation runs synchronously in the same transaction
+      # No need to wait for async completion
+
+      # Create cycles: one in the past (unpaid, ended), one current (unpaid, not ended)
+      past_cycle_start =
+        CalendarCycles.calculate_cycle_start(
+          Date.add(today, -365),
+          :yearly
+        )
+
+      current_cycle_start = CalendarCycles.calculate_cycle_start(today, :yearly)
+
+      # Past cycle (unpaid) - should remain unchanged (cycle_start < today)
+      # Delete existing cycle if it exists (from auto-generation)
+      case MembershipFeeCycle
+           |> Ash.Query.filter(member_id == ^member.id and cycle_start == ^past_cycle_start)
+           |> Ash.read_one() do
+        {:ok, existing_cycle} when not is_nil(existing_cycle) ->
+          Ash.destroy!(existing_cycle)
+
+        _ ->
+          :ok
+      end
+
+      past_cycle =
+        create_cycle(member, yearly_type1, %{
+          cycle_start: past_cycle_start,
+          status: :unpaid,
+          amount: Decimal.new("100.00")
+        })
+
+      # Current cycle (unpaid) - should be regenerated (cycle_start >= today)
+      # Delete existing cycle if it exists (from auto-generation)
+      case MembershipFeeCycle
+           |> Ash.Query.filter(member_id == ^member.id and cycle_start == ^current_cycle_start)
+           |> Ash.read_one() do
+        {:ok, existing_cycle} when not is_nil(existing_cycle) ->
+          Ash.destroy!(existing_cycle)
+
+        _ ->
+          :ok
+      end
+
+      _current_cycle =
+        create_cycle(member, yearly_type1, %{
+          cycle_start: current_cycle_start,
+          status: :unpaid,
+          amount: Decimal.new("100.00")
+        })
+
+      # Change membership fee type
+      assert {:ok, _updated_member} =
+               member
+               |> Ash.Changeset.for_update(:update_member, %{
+                 membership_fee_type_id: yearly_type2.id
+               })
+               |> Ash.update()
+
+      # Cycle regeneration runs synchronously in the same transaction
+      # No need to wait for async completion
+
+      # Verify past cycle is unchanged
+      {:ok, past_cycle_after} = Ash.get(MembershipFeeCycle, past_cycle.id)
+      assert past_cycle_after.status == :unpaid
+      assert Decimal.equal?(past_cycle_after.amount, Decimal.new("100.00"))
+      assert past_cycle_after.membership_fee_type_id == yearly_type1.id
+
+      # Verify current cycle was regenerated
+      # Check that cycle with new type exists
+      new_current_cycle =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id and cycle_start == ^current_cycle_start)
+        |> Ash.read_one!()
+
+      assert new_current_cycle.membership_fee_type_id == yearly_type2.id
+      assert Decimal.equal?(new_current_cycle.amount, Decimal.new("150.00"))
+
+      # Verify old cycle with old type doesn't exist anymore
+      old_current_cycles =
+        MembershipFeeCycle
+        |> Ash.Query.filter(
+          member_id == ^member.id and cycle_start == ^current_cycle_start and
+            membership_fee_type_id == ^yearly_type1.id
+        )
+        |> Ash.read!()
+
+      assert Enum.empty?(old_current_cycles)
+    end
+
+    test "member calculations update after type change" do
+      today = Date.utc_today()
+      yearly_type1 = create_fee_type(%{interval: :yearly, amount: Decimal.new("100.00")})
+      yearly_type2 = create_fee_type(%{interval: :yearly, amount: Decimal.new("150.00")})
+
+      # Create member with join_date = today to avoid past cycles
+      # This ensures no overdue cycles exist
+      member = create_member(%{join_date: today})
+
+      # Manually assign fee type (this will trigger cycle generation)
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          membership_fee_type_id: yearly_type1.id
+        })
+        |> Ash.update!()
+
+      # Cycle generation runs synchronously in the same transaction
+      # No need to wait for async completion
+
+      # Get current cycle start
+      current_cycle_start = CalendarCycles.calculate_cycle_start(today, :yearly)
+
+      # Ensure only one cycle exists (the current one)
+      # Delete all cycles except the current one
+      existing_cycles =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.read!()
+
+      Enum.each(existing_cycles, fn cycle ->
+        if cycle.cycle_start != current_cycle_start do
+          Ash.destroy!(cycle)
+        end
+      end)
+
+      # Ensure current cycle exists and is unpaid
+      case MembershipFeeCycle
+           |> Ash.Query.filter(member_id == ^member.id and cycle_start == ^current_cycle_start)
+           |> Ash.read_one() do
+        {:ok, existing_cycle} when not is_nil(existing_cycle) ->
+          # Update to unpaid if it's not
+          if existing_cycle.status != :unpaid do
+            existing_cycle
+            |> Ash.Changeset.for_update(:mark_as_unpaid)
+            |> Ash.update!()
+          end
+
+        _ ->
+          # Create if it doesn't exist
+          create_cycle(member, yearly_type1, %{
+            cycle_start: current_cycle_start,
+            status: :unpaid,
+            amount: Decimal.new("100.00")
+          })
+      end
+
+      # Load calculations before change
+      member = Ash.load!(member, [:current_cycle_status, :overdue_count])
+      assert member.current_cycle_status == :unpaid
+      assert member.overdue_count == 0
+
+      # Change membership fee type
+      assert {:ok, updated_member} =
+               member
+               |> Ash.Changeset.for_update(:update_member, %{
+                 membership_fee_type_id: yearly_type2.id
+               })
+               |> Ash.update()
+
+      # Cycle regeneration runs synchronously in the same transaction
+      # No need to wait for async completion
+
+      # Reload member with calculations
+      updated_member = Ash.load!(updated_member, [:current_cycle_status, :overdue_count])
+
+      # Calculations should still work (cycle was regenerated)
+      assert updated_member.current_cycle_status == :unpaid
+      assert updated_member.overdue_count == 0
+    end
+  end
+end

test/membership/membership_fee_settings_test.exs

@@ -0,0 +1,98 @@
+defmodule Mv.Membership.MembershipFeeSettingsTest do
+  @moduledoc """
+  Tests for membership fee settings in the Settings resource.
+  """
+  use Mv.DataCase, async: true
+
+  alias Mv.Membership.Setting
+  alias Mv.MembershipFees.MembershipFeeType
+
+  describe "membership fee settings" do
+    test "default values are correct" do
+      {:ok, settings} = Mv.Membership.get_settings()
+      assert settings.include_joining_cycle == true
+    end
+
+    test "settings can be read" do
+      {:ok, settings} = Mv.Membership.get_settings()
+      assert %Setting{} = settings
+    end
+
+    test "settings can be written via update_membership_fee_settings" do
+      {:ok, settings} = Mv.Membership.get_settings()
+
+      {:ok, updated} =
+        settings
+        |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
+          include_joining_cycle: false
+        })
+        |> Ash.update()
+
+      assert updated.include_joining_cycle == false
+    end
+
+    test "default_membership_fee_type_id can be nil (optional)" do
+      {:ok, settings} = Mv.Membership.get_settings()
+
+      {:ok, updated} =
+        settings
+        |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
+          default_membership_fee_type_id: nil
+        })
+        |> Ash.update()
+
+      assert updated.default_membership_fee_type_id == nil
+    end
+
+    test "default_membership_fee_type_id validation: must exist if set" do
+      {:ok, settings} = Mv.Membership.get_settings()
+
+      # Create a valid fee type
+      {:ok, fee_type} =
+        Ash.create(MembershipFeeType, %{
+          name: "Test Fee Type #{System.unique_integer([:positive])}",
+          amount: Decimal.new("100.00"),
+          interval: :yearly
+        })
+
+      # Setting a valid fee type should work
+      {:ok, updated} =
+        settings
+        |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
+          default_membership_fee_type_id: fee_type.id
+        })
+        |> Ash.update()
+
+      assert updated.default_membership_fee_type_id == fee_type.id
+    end
+
+    test "default_membership_fee_type_id validation: fails if not found" do
+      {:ok, settings} = Mv.Membership.get_settings()
+
+      # Use a non-existent UUID
+      fake_uuid = Ecto.UUID.generate()
+
+      assert {:error, error} =
+               settings
+               |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
+                 default_membership_fee_type_id: fake_uuid
+               })
+               |> Ash.update()
+
+      assert error_on_field?(error, :default_membership_fee_type_id)
+    end
+  end
+
+  # Helper to check if an error occurred on a specific field
+  defp error_on_field?(%Ash.Error.Invalid{} = error, field) do
+    Enum.any?(error.errors, fn e ->
+      case e do
+        %{field: ^field} -> true
+        %{fields: fields} when is_list(fields) -> field in fields
+        _ -> false
+      end
+    end)
+  end
+
+  defp error_on_field?(_, _), do: false
+end

test/membership_fees/changes/set_membership_fee_start_date_test.exs

@@ -0,0 +1,268 @@
+defmodule Mv.MembershipFees.Changes.SetMembershipFeeStartDateTest do
+  @moduledoc """
+  Tests for the SetMembershipFeeStartDate change module.
+  """
+  use Mv.DataCase, async: false
+
+  alias Mv.MembershipFees.Changes.SetMembershipFeeStartDate
+
+  # Helper to set up settings with specific include_joining_cycle value
+  defp setup_settings(include_joining_cycle) do
+    {:ok, settings} = Mv.Membership.get_settings()
+
+    settings
+    |> Ash.Changeset.for_update(:update, %{include_joining_cycle: include_joining_cycle})
+    |> Ash.update!()
+  end
+
+  describe "calculate_start_date/3" do
+    test "include_joining_cycle = true: start date is first day of joining cycle (yearly)" do
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-03-15], :yearly, true)
+      assert result == ~D[2024-01-01]
+    end
+
+    test "include_joining_cycle = false: start date is first day of next cycle (yearly)" do
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-03-15], :yearly, false)
+      assert result == ~D[2025-01-01]
+    end
+
+    test "include_joining_cycle = true: start date is first day of joining cycle (quarterly)" do
+      # Q1: Jan-Mar, Q2: Apr-Jun, Q3: Jul-Sep, Q4: Oct-Dec
+      # March is in Q1
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-03-15], :quarterly, true)
+      assert result == ~D[2024-01-01]
+
+      # May is in Q2
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-05-15], :quarterly, true)
+      assert result == ~D[2024-04-01]
+
+      # August is in Q3
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-08-15], :quarterly, true)
+      assert result == ~D[2024-07-01]
+
+      # November is in Q4
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-11-15], :quarterly, true)
+      assert result == ~D[2024-10-01]
+    end
+
+    test "include_joining_cycle = false: start date is first day of next cycle (quarterly)" do
+      # March is in Q1, next is Q2
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-03-15], :quarterly, false)
+      assert result == ~D[2024-04-01]
+
+      # June is in Q2, next is Q3
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-06-15], :quarterly, false)
+      assert result == ~D[2024-07-01]
+
+      # September is in Q3, next is Q4
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-09-15], :quarterly, false)
+      assert result == ~D[2024-10-01]
+
+      # December is in Q4, next is Q1 of next year
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-12-15], :quarterly, false)
+      assert result == ~D[2025-01-01]
+    end
+
+    test "include_joining_cycle = true: start date is first day of joining cycle (half_yearly)" do
+      # H1: Jan-Jun, H2: Jul-Dec
+      # March is in H1
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-03-15], :half_yearly, true)
+      assert result == ~D[2024-01-01]
+
+      # September is in H2
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-09-15], :half_yearly, true)
+      assert result == ~D[2024-07-01]
+    end
+
+    test "include_joining_cycle = false: start date is first day of next cycle (half_yearly)" do
+      # March is in H1, next is H2
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-03-15], :half_yearly, false)
+      assert result == ~D[2024-07-01]
+
+      # September is in H2, next is H1 of next year
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-09-15], :half_yearly, false)
+      assert result == ~D[2025-01-01]
+    end
+
+    test "include_joining_cycle = true: start date is first day of joining cycle (monthly)" do
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-03-15], :monthly, true)
+      assert result == ~D[2024-03-01]
+    end
+
+    test "include_joining_cycle = false: start date is first day of next cycle (monthly)" do
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-03-15], :monthly, false)
+      assert result == ~D[2024-04-01]
+
+      # December goes to next year
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-12-15], :monthly, false)
+      assert result == ~D[2025-01-01]
+    end
+
+    test "joining on first day of cycle with include_joining_cycle = true" do
+      # When joining exactly on cycle start, should return that date
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-01-01], :yearly, true)
+      assert result == ~D[2024-01-01]
+
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-04-01], :quarterly, true)
+      assert result == ~D[2024-04-01]
+    end
+
+    test "joining on first day of cycle with include_joining_cycle = false" do
+      # When joining exactly on cycle start and include=false, should return next cycle
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-01-01], :yearly, false)
+      assert result == ~D[2025-01-01]
+
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-04-01], :quarterly, false)
+      assert result == ~D[2024-07-01]
+    end
+
+    test "joining on last day of cycle" do
+      # Joining on Dec 31 with yearly cycle
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-12-31], :yearly, true)
+      assert result == ~D[2024-01-01]
+
+      result = SetMembershipFeeStartDate.calculate_start_date(~D[2024-12-31], :yearly, false)
+      assert result == ~D[2025-01-01]
+    end
+  end
+
+  describe "change/3 integration" do
+    test "sets membership_fee_start_date automatically on member creation" do
+      setup_settings(true)
+
+      # Create a fee type
+      fee_type =
+        Mv.MembershipFees.MembershipFeeType
+        |> Ash.Changeset.for_create(:create, %{
+          name: "Test Type #{System.unique_integer([:positive])}",
+          amount: Decimal.new("50.00"),
+          interval: :yearly
+        })
+        |> Ash.create!()
+
+      # Create member with join_date and fee type but no explicit start date
+      member =
+        Mv.Membership.Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "User",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          join_date: ~D[2024-03-15],
+          membership_fee_type_id: fee_type.id
+        })
+        |> Ash.create!()
+
+      # Should have auto-calculated start date (2024-01-01 for yearly with include_joining_cycle=true)
+      assert member.membership_fee_start_date == ~D[2024-01-01]
+    end
+
+    test "does not override manually set membership_fee_start_date" do
+      setup_settings(true)
+
+      # Create a fee type
+      fee_type =
+        Mv.MembershipFees.MembershipFeeType
+        |> Ash.Changeset.for_create(:create, %{
+          name: "Test Type #{System.unique_integer([:positive])}",
+          amount: Decimal.new("50.00"),
+          interval: :yearly
+        })
+        |> Ash.create!()
+
+      # Create member with explicit start date
+      manual_start_date = ~D[2024-07-01]
+
+      member =
+        Mv.Membership.Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "User",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          join_date: ~D[2024-03-15],
+          membership_fee_type_id: fee_type.id,
+          membership_fee_start_date: manual_start_date
+        })
+        |> Ash.create!()
+
+      # Should keep the manually set date
+      assert member.membership_fee_start_date == manual_start_date
+    end
+
+    test "respects include_joining_cycle = false setting" do
+      setup_settings(false)
+
+      # Create a fee type
+      fee_type =
+        Mv.MembershipFees.MembershipFeeType
+        |> Ash.Changeset.for_create(:create, %{
+          name: "Test Type #{System.unique_integer([:positive])}",
+          amount: Decimal.new("50.00"),
+          interval: :yearly
+        })
+        |> Ash.create!()
+
+      # Create member
+      member =
+        Mv.Membership.Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "User",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          join_date: ~D[2024-03-15],
+          membership_fee_type_id: fee_type.id
+        })
+        |> Ash.create!()
+
+      # Should have next cycle start date (2025-01-01 for yearly with include_joining_cycle=false)
+      assert member.membership_fee_start_date == ~D[2025-01-01]
+    end
+
+    test "does not set start date without join_date" do
+      setup_settings(true)
+
+      # Create a fee type
+      fee_type =
+        Mv.MembershipFees.MembershipFeeType
+        |> Ash.Changeset.for_create(:create, %{
+          name: "Test Type #{System.unique_integer([:positive])}",
+          amount: Decimal.new("50.00"),
+          interval: :yearly
+        })
+        |> Ash.create!()
+
+      # Create member without join_date
+      member =
+        Mv.Membership.Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "User",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          membership_fee_type_id: fee_type.id
+          # No join_date
+        })
+        |> Ash.create!()
+
+      # Should not have auto-calculated start date
+      assert is_nil(member.membership_fee_start_date)
+    end
+
+    test "does not set start date without membership_fee_type_id" do
+      setup_settings(true)
+
+      # Create member without fee type
+      member =
+        Mv.Membership.Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "User",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          join_date: ~D[2024-03-15]
+          # No membership_fee_type_id
+        })
+        |> Ash.create!()
+
+      # Should not have auto-calculated start date
+      assert is_nil(member.membership_fee_start_date)
+    end
+  end
+end

test/membership_fees/changes/validate_same_interval_test.exs

@@ -0,0 +1,227 @@
+defmodule Mv.MembershipFees.Changes.ValidateSameIntervalTest do
+  @moduledoc """
+  Tests for ValidateSameInterval change module.
+  """
+  use Mv.DataCase, async: true
+
+  alias Mv.Membership.Member
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.MembershipFees.Changes.ValidateSameInterval
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "Member",
+      email: "test.member.#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  describe "validate_interval_match/1" do
+    test "allows change to type with same interval" do
+      yearly_type1 = create_fee_type(%{interval: :yearly, name: "Yearly Type 1"})
+      yearly_type2 = create_fee_type(%{interval: :yearly, name: "Yearly Type 2"})
+
+      member = create_member(%{membership_fee_type_id: yearly_type1.id})
+
+      changeset =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          membership_fee_type_id: yearly_type2.id
+        })
+        |> ValidateSameInterval.change(%{}, %{})
+
+      assert changeset.valid?
+    end
+
+    test "prevents change to type with different interval" do
+      yearly_type = create_fee_type(%{interval: :yearly})
+      monthly_type = create_fee_type(%{interval: :monthly})
+
+      member = create_member(%{membership_fee_type_id: yearly_type.id})
+
+      changeset =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          membership_fee_type_id: monthly_type.id
+        })
+        |> ValidateSameInterval.change(%{}, %{})
+
+      refute changeset.valid?
+      assert %{errors: errors} = changeset
+
+      assert Enum.any?(errors, fn error ->
+               error.field == :membership_fee_type_id and
+                 error.message =~ "yearly" and
+                 error.message =~ "monthly"
+             end)
+    end
+
+    test "allows first assignment of membership fee type" do
+      yearly_type = create_fee_type(%{interval: :yearly})
+      # No fee type assigned
+      member = create_member(%{})
+
+      changeset =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          membership_fee_type_id: yearly_type.id
+        })
+        |> ValidateSameInterval.change(%{}, %{})
+
+      assert changeset.valid?
+    end
+
+    test "prevents removal of membership fee type" do
+      yearly_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: yearly_type.id})
+
+      changeset =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          membership_fee_type_id: nil
+        })
+        |> ValidateSameInterval.change(%{}, %{})
+
+      refute changeset.valid?
+      assert %{errors: errors} = changeset
+
+      assert Enum.any?(errors, fn error ->
+               error.field == :membership_fee_type_id and
+                 error.message =~ "Cannot remove membership fee type"
+             end)
+    end
+
+    test "does nothing when membership_fee_type_id is not changed" do
+      yearly_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: yearly_type.id})
+
+      changeset =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          first_name: "New Name"
+        })
+        |> ValidateSameInterval.change(%{}, %{})
+
+      assert changeset.valid?
+    end
+
+    test "error message is clear and helpful" do
+      yearly_type = create_fee_type(%{interval: :yearly})
+      quarterly_type = create_fee_type(%{interval: :quarterly})
+
+      member = create_member(%{membership_fee_type_id: yearly_type.id})
+
+      changeset =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          membership_fee_type_id: quarterly_type.id
+        })
+        |> ValidateSameInterval.change(%{}, %{})
+
+      error = Enum.find(changeset.errors, &(&1.field == :membership_fee_type_id))
+      assert error.message =~ "yearly"
+      assert error.message =~ "quarterly"
+      assert error.message =~ "same-interval"
+    end
+
+    test "handles all interval types correctly" do
+      intervals = [:monthly, :quarterly, :half_yearly, :yearly]
+
+      for interval1 <- intervals,
+          interval2 <- intervals,
+          interval1 != interval2 do
+        type1 =
+          create_fee_type(%{
+            interval: interval1,
+            name: "Type #{interval1} #{System.unique_integer([:positive])}"
+          })
+
+        type2 =
+          create_fee_type(%{
+            interval: interval2,
+            name: "Type #{interval2} #{System.unique_integer([:positive])}"
+          })
+
+        member = create_member(%{membership_fee_type_id: type1.id})
+
+        changeset =
+          member
+          |> Ash.Changeset.for_update(:update_member, %{
+            membership_fee_type_id: type2.id
+          })
+          |> ValidateSameInterval.change(%{}, %{})
+
+        refute changeset.valid?,
+               "Should prevent change from #{interval1} to #{interval2}"
+      end
+    end
+  end
+
+  describe "integration with update_member action" do
+    test "validation works when updating member via update_member action" do
+      yearly_type = create_fee_type(%{interval: :yearly})
+      monthly_type = create_fee_type(%{interval: :monthly})
+
+      member = create_member(%{membership_fee_type_id: yearly_type.id})
+
+      # Try to update member with different interval type
+      assert {:error, %Ash.Error.Invalid{} = error} =
+               member
+               |> Ash.Changeset.for_update(:update_member, %{
+                 membership_fee_type_id: monthly_type.id
+               })
+               |> Ash.update()
+
+      # Check that error is about interval mismatch
+      error_message = extract_error_message(error)
+      assert error_message =~ "yearly"
+      assert error_message =~ "monthly"
+      assert error_message =~ "same-interval"
+    end
+
+    test "allows update when interval matches" do
+      yearly_type1 = create_fee_type(%{interval: :yearly, name: "Yearly Type 1"})
+      yearly_type2 = create_fee_type(%{interval: :yearly, name: "Yearly Type 2"})
+
+      member = create_member(%{membership_fee_type_id: yearly_type1.id})
+
+      # Update member with same-interval type
+      assert {:ok, updated_member} =
+               member
+               |> Ash.Changeset.for_update(:update_member, %{
+                 membership_fee_type_id: yearly_type2.id
+               })
+               |> Ash.update()
+
+      assert updated_member.membership_fee_type_id == yearly_type2.id
+    end
+
+    defp extract_error_message(%Ash.Error.Invalid{errors: errors}) do
+      errors
+      |> Enum.filter(&(&1.field == :membership_fee_type_id))
+      |> Enum.map_join(" ", & &1.message)
+    end
+  end
+end

test/membership_fees/foreign_key_test.exs

@@ -0,0 +1,220 @@
+defmodule Mv.MembershipFees.ForeignKeyTest do
+  @moduledoc """
+  Tests for foreign key behaviors (CASCADE and RESTRICT).
+  """
+  use Mv.DataCase, async: true
+
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.Membership.Member
+
+  describe "CASCADE behavior" do
+    test "deleting member deletes associated membership_fee_cycles" do
+      # Create member
+      {:ok, member} =
+        Ash.create(Member, %{
+          first_name: "Cascade",
+          last_name: "Test",
+          email: "cascade.test.#{System.unique_integer([:positive])}@example.com"
+        })
+
+      # Create fee type
+      {:ok, fee_type} =
+        Ash.create(MembershipFeeType, %{
+          name: "Cascade Test Fee #{System.unique_integer([:positive])}",
+          amount: Decimal.new("100.00"),
+          interval: :monthly
+        })
+
+      # Create multiple cycles for this member
+      {:ok, cycle1} =
+        Ash.create(MembershipFeeCycle, %{
+          cycle_start: ~D[2025-01-01],
+          amount: Decimal.new("100.00"),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id
+        })
+
+      {:ok, cycle2} =
+        Ash.create(MembershipFeeCycle, %{
+          cycle_start: ~D[2025-02-01],
+          amount: Decimal.new("100.00"),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id
+        })
+
+      # Verify cycles exist
+      assert {:ok, _} = Ash.get(MembershipFeeCycle, cycle1.id)
+      assert {:ok, _} = Ash.get(MembershipFeeCycle, cycle2.id)
+
+      # Delete member
+      assert :ok = Ash.destroy(member)
+
+      # Verify cycles are also deleted (CASCADE)
+      # NotFound is wrapped in Ash.Error.Invalid
+      assert {:error, %Ash.Error.Invalid{}} = Ash.get(MembershipFeeCycle, cycle1.id)
+      assert {:error, %Ash.Error.Invalid{}} = Ash.get(MembershipFeeCycle, cycle2.id)
+    end
+  end
+
+  describe "RESTRICT behavior" do
+    test "cannot delete membership_fee_type if cycles reference it" do
+      # Create member
+      {:ok, member} =
+        Ash.create(Member, %{
+          first_name: "Restrict",
+          last_name: "Test",
+          email: "restrict.test.#{System.unique_integer([:positive])}@example.com"
+        })
+
+      # Create fee type
+      {:ok, fee_type} =
+        Ash.create(MembershipFeeType, %{
+          name: "Restrict Test Fee #{System.unique_integer([:positive])}",
+          amount: Decimal.new("100.00"),
+          interval: :monthly
+        })
+
+      # Create a cycle referencing this fee type
+      {:ok, _cycle} =
+        Ash.create(MembershipFeeCycle, %{
+          cycle_start: ~D[2025-01-01],
+          amount: Decimal.new("100.00"),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id
+        })
+
+      # Try to delete fee type - should fail due to RESTRICT
+      assert {:error, error} = Ash.destroy(fee_type)
+
+      # Check that it's a foreign key violation error
+      assert is_struct(error, Ash.Error.Invalid) or is_struct(error, Ash.Error.Unknown)
+    end
+
+    test "can delete membership_fee_type if no cycles reference it" do
+      # Create fee type without any cycles
+      {:ok, fee_type} =
+        Ash.create(MembershipFeeType, %{
+          name: "Deletable Fee #{System.unique_integer([:positive])}",
+          amount: Decimal.new("100.00"),
+          interval: :monthly
+        })
+
+      # Should be able to delete
+      assert :ok = Ash.destroy(fee_type)
+
+      # Verify it's gone (NotFound is wrapped in Ash.Error.Invalid)
+      assert {:error, %Ash.Error.Invalid{}} = Ash.get(MembershipFeeType, fee_type.id)
+    end
+
+    test "cannot delete membership_fee_type if members reference it" do
+      # Create fee type
+      {:ok, fee_type} =
+        Ash.create(MembershipFeeType, %{
+          name: "Member Ref Fee #{System.unique_integer([:positive])}",
+          amount: Decimal.new("100.00"),
+          interval: :monthly
+        })
+
+      # Create member with this fee type
+      {:ok, _member} =
+        Ash.create(Member, %{
+          first_name: "FeeType",
+          last_name: "Reference",
+          email: "feetype.ref.#{System.unique_integer([:positive])}@example.com",
+          membership_fee_type_id: fee_type.id
+        })
+
+      # Try to delete fee type - should fail due to RESTRICT
+      assert {:error, error} = Ash.destroy(fee_type)
+      assert is_struct(error, Ash.Error.Invalid) or is_struct(error, Ash.Error.Unknown)
+    end
+  end
+
+  describe "member extensions" do
+    test "member can be created with membership_fee_type_id" do
+      # Create fee type first
+      {:ok, fee_type} =
+        Ash.create(MembershipFeeType, %{
+          name: "Create Test Fee #{System.unique_integer([:positive])}",
+          amount: Decimal.new("100.00"),
+          interval: :yearly
+        })
+
+      # Create member with fee type
+      {:ok, member} =
+        Ash.create(Member, %{
+          first_name: "With",
+          last_name: "FeeType",
+          email: "with.feetype.#{System.unique_integer([:positive])}@example.com",
+          membership_fee_type_id: fee_type.id
+        })
+
+      assert member.membership_fee_type_id == fee_type.id
+    end
+
+    test "member can be created with membership_fee_start_date" do
+      {:ok, member} =
+        Ash.create(Member, %{
+          first_name: "With",
+          last_name: "StartDate",
+          email: "with.startdate.#{System.unique_integer([:positive])}@example.com",
+          membership_fee_start_date: ~D[2025-01-01]
+        })
+
+      assert member.membership_fee_start_date == ~D[2025-01-01]
+    end
+
+    test "member can be created without membership fee fields" do
+      {:ok, member} =
+        Ash.create(Member, %{
+          first_name: "No",
+          last_name: "FeeFields",
+          email: "no.feefields.#{System.unique_integer([:positive])}@example.com"
+        })
+
+      assert member.membership_fee_type_id == nil
+      assert member.membership_fee_start_date == nil
+    end
+
+    test "member can be updated with membership_fee_type_id" do
+      # Create fee type
+      {:ok, fee_type} =
+        Ash.create(MembershipFeeType, %{
+          name: "Update Test Fee #{System.unique_integer([:positive])}",
+          amount: Decimal.new("100.00"),
+          interval: :yearly
+        })
+
+      # Create member without fee type
+      {:ok, member} =
+        Ash.create(Member, %{
+          first_name: "Update",
+          last_name: "Test",
+          email: "update.test.#{System.unique_integer([:positive])}@example.com"
+        })
+
+      assert member.membership_fee_type_id == nil
+
+      # Update member with fee type
+      {:ok, updated_member} = Ash.update(member, %{membership_fee_type_id: fee_type.id})
+
+      assert updated_member.membership_fee_type_id == fee_type.id
+    end
+
+    test "member can be updated with membership_fee_start_date" do
+      {:ok, member} =
+        Ash.create(Member, %{
+          first_name: "Start",
+          last_name: "Date",
+          email: "start.date.#{System.unique_integer([:positive])}@example.com"
+        })
+
+      assert member.membership_fee_start_date == nil
+
+      {:ok, updated_member} = Ash.update(member, %{membership_fee_start_date: ~D[2025-06-01]})
+
+      assert updated_member.membership_fee_start_date == ~D[2025-06-01]
+    end
+  end
+end

test/membership_fees/member_cycle_integration_test.exs

@@ -0,0 +1,211 @@
+defmodule Mv.MembershipFees.MemberCycleIntegrationTest do
+  @moduledoc """
+  Integration tests for membership fee cycle generation triggered by member actions.
+  """
+  use Mv.DataCase, async: false
+
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.Membership.Member
+
+  require Ash.Query
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to set up settings
+  defp setup_settings(include_joining_cycle) do
+    {:ok, settings} = Mv.Membership.get_settings()
+
+    settings
+    |> Ash.Changeset.for_update(:update, %{include_joining_cycle: include_joining_cycle})
+    |> Ash.update!()
+  end
+
+  # Helper to get cycles for a member
+  defp get_member_cycles(member_id) do
+    MembershipFeeCycle
+    |> Ash.Query.filter(member_id == ^member_id)
+    |> Ash.Query.sort(cycle_start: :asc)
+    |> Ash.read!()
+  end
+
+  describe "member creation triggers cycle generation" do
+    test "creates cycles when member is created with fee type and join_date" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      member =
+        Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "User",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          join_date: ~D[2023-03-15],
+          membership_fee_type_id: fee_type.id
+        })
+        |> Ash.create!()
+
+      cycles = get_member_cycles(member.id)
+
+      # Should have cycles for 2023 and 2024 (and possibly current year)
+      assert length(cycles) >= 2
+
+      # Verify cycles have correct data
+      Enum.each(cycles, fn cycle ->
+        assert cycle.member_id == member.id
+        assert cycle.membership_fee_type_id == fee_type.id
+        assert Decimal.equal?(cycle.amount, fee_type.amount)
+        assert cycle.status == :unpaid
+      end)
+    end
+
+    test "does not create cycles when member has no fee type" do
+      setup_settings(true)
+
+      member =
+        Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "User",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          join_date: ~D[2023-03-15]
+          # No membership_fee_type_id
+        })
+        |> Ash.create!()
+
+      cycles = get_member_cycles(member.id)
+
+      assert cycles == []
+    end
+
+    test "does not create cycles when member has no join_date" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      member =
+        Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "User",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          membership_fee_type_id: fee_type.id
+          # No join_date
+        })
+        |> Ash.create!()
+
+      cycles = get_member_cycles(member.id)
+
+      assert cycles == []
+    end
+  end
+
+  describe "member update triggers cycle generation" do
+    test "generates cycles when fee type is assigned to existing member" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create member without fee type
+      member =
+        Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "User",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          join_date: ~D[2023-03-15]
+        })
+        |> Ash.create!()
+
+      # Verify no cycles yet
+      assert get_member_cycles(member.id) == []
+
+      # Update to assign fee type
+      member
+      |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+      |> Ash.update!()
+
+      cycles = get_member_cycles(member.id)
+
+      # Should have generated cycles
+      assert length(cycles) >= 2
+    end
+  end
+
+  describe "concurrent cycle generation" do
+    test "handles multiple members being created concurrently" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create multiple members concurrently
+      tasks =
+        Enum.map(1..5, fn i ->
+          Task.async(fn ->
+            Member
+            |> Ash.Changeset.for_create(:create_member, %{
+              first_name: "Test#{i}",
+              last_name: "User#{i}",
+              email: "test#{System.unique_integer([:positive])}@example.com",
+              join_date: ~D[2023-03-15],
+              membership_fee_type_id: fee_type.id
+            })
+            |> Ash.create!()
+          end)
+        end)
+
+      members = Enum.map(tasks, &Task.await/1)
+
+      # Each member should have cycles
+      Enum.each(members, fn member ->
+        cycles = get_member_cycles(member.id)
+        assert length(cycles) >= 2, "Member #{member.id} should have at least 2 cycles"
+      end)
+    end
+  end
+
+  describe "idempotent cycle generation" do
+    test "running generation multiple times does not create duplicate cycles" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      member =
+        Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "User",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          join_date: ~D[2023-03-15],
+          membership_fee_type_id: fee_type.id
+        })
+        |> Ash.create!()
+
+      initial_cycles = get_member_cycles(member.id)
+      initial_count = length(initial_cycles)
+
+      # Use a fixed "today" date to avoid date dependency
+      # Use a date far enough in the future to ensure all cycles are generated
+      today = ~D[2025-12-31]
+
+      # Manually trigger generation again with fixed "today" date
+      {:ok, _, _} =
+        Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(member.id, today: today)
+
+      final_cycles = get_member_cycles(member.id)
+      final_count = length(final_cycles)
+
+      # Should have same number of cycles (idempotent)
+      assert final_count == initial_count
+    end
+  end
+end

test/membership_fees/membership_fee_cycle_test.exs

@@ -0,0 +1,207 @@
+defmodule Mv.MembershipFees.MembershipFeeCycleTest do
+  @moduledoc """
+  Tests for MembershipFeeCycle resource, focusing on status management actions.
+  """
+  use Mv.DataCase, async: true
+
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.Membership.Member
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "Member",
+      email: "test.member.#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a cycle
+  defp create_cycle(member, fee_type, attrs) do
+    default_attrs = %{
+      cycle_start: ~D[2024-01-01],
+      amount: Decimal.new("50.00"),
+      member_id: member.id,
+      membership_fee_type_id: fee_type.id
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeCycle
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  describe "status defaults" do
+    test "status defaults to :unpaid when creating a cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      cycle =
+        MembershipFeeCycle
+        |> Ash.Changeset.for_create(:create, %{
+          cycle_start: ~D[2024-01-01],
+          amount: Decimal.new("50.00"),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id
+        })
+        |> Ash.create!()
+
+      assert cycle.status == :unpaid
+    end
+  end
+
+  describe "mark_as_paid" do
+    test "sets status to :paid" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      cycle = create_cycle(member, fee_type, %{status: :unpaid})
+
+      assert {:ok, updated} = Ash.update(cycle, %{}, action: :mark_as_paid)
+      assert updated.status == :paid
+    end
+
+    test "can set notes when marking as paid" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      cycle = create_cycle(member, fee_type, %{status: :unpaid})
+
+      assert {:ok, updated} =
+               Ash.update(cycle, %{notes: "Payment received via bank transfer"},
+                 action: :mark_as_paid
+               )
+
+      assert updated.status == :paid
+      assert updated.notes == "Payment received via bank transfer"
+    end
+
+    test "can change from suspended to paid" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      cycle = create_cycle(member, fee_type, %{status: :suspended})
+
+      assert {:ok, updated} = Ash.update(cycle, %{}, action: :mark_as_paid)
+      assert updated.status == :paid
+    end
+  end
+
+  describe "mark_as_suspended" do
+    test "sets status to :suspended" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      cycle = create_cycle(member, fee_type, %{status: :unpaid})
+
+      assert {:ok, updated} = Ash.update(cycle, %{}, action: :mark_as_suspended)
+      assert updated.status == :suspended
+    end
+
+    test "can set notes when marking as suspended" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      cycle = create_cycle(member, fee_type, %{status: :unpaid})
+
+      assert {:ok, updated} =
+               Ash.update(cycle, %{notes: "Waived due to special circumstances"},
+                 action: :mark_as_suspended
+               )
+
+      assert updated.status == :suspended
+      assert updated.notes == "Waived due to special circumstances"
+    end
+
+    test "can change from paid to suspended" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      cycle = create_cycle(member, fee_type, %{status: :paid})
+
+      assert {:ok, updated} = Ash.update(cycle, %{}, action: :mark_as_suspended)
+      assert updated.status == :suspended
+    end
+  end
+
+  describe "mark_as_unpaid" do
+    test "sets status to :unpaid" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      cycle = create_cycle(member, fee_type, %{status: :paid})
+
+      assert {:ok, updated} = Ash.update(cycle, %{}, action: :mark_as_unpaid)
+      assert updated.status == :unpaid
+    end
+
+    test "can set notes when marking as unpaid" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      cycle = create_cycle(member, fee_type, %{status: :paid})
+
+      assert {:ok, updated} =
+               Ash.update(cycle, %{notes: "Payment was reversed"}, action: :mark_as_unpaid)
+
+      assert updated.status == :unpaid
+      assert updated.notes == "Payment was reversed"
+    end
+
+    test "can change from suspended to unpaid" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      cycle = create_cycle(member, fee_type, %{status: :suspended})
+
+      assert {:ok, updated} = Ash.update(cycle, %{}, action: :mark_as_unpaid)
+      assert updated.status == :unpaid
+    end
+  end
+
+  describe "status transitions" do
+    test "all status transitions are allowed" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      # unpaid -> paid
+      cycle1 = create_cycle(member, fee_type, %{status: :unpaid})
+      assert {:ok, c1} = Ash.update(cycle1, %{}, action: :mark_as_paid)
+      assert c1.status == :paid
+
+      # paid -> suspended
+      assert {:ok, c2} = Ash.update(c1, %{}, action: :mark_as_suspended)
+      assert c2.status == :suspended
+
+      # suspended -> unpaid
+      assert {:ok, c3} = Ash.update(c2, %{}, action: :mark_as_unpaid)
+      assert c3.status == :unpaid
+
+      # unpaid -> suspended
+      assert {:ok, c4} = Ash.update(c3, %{}, action: :mark_as_suspended)
+      assert c4.status == :suspended
+
+      # suspended -> paid
+      assert {:ok, c5} = Ash.update(c4, %{}, action: :mark_as_paid)
+      assert c5.status == :paid
+
+      # paid -> unpaid
+      assert {:ok, c6} = Ash.update(c5, %{}, action: :mark_as_unpaid)
+      assert c6.status == :unpaid
+    end
+  end
+end

test/membership_fees/membership_fee_type_integration_test.exs

@@ -0,0 +1,221 @@
+defmodule Mv.MembershipFees.MembershipFeeTypeIntegrationTest do
+  @moduledoc """
+  Integration tests for MembershipFeeType CRUD operations.
+  """
+  use Mv.DataCase, async: false
+
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.Membership.Member
+
+  require Ash.Query
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  describe "admin can create membership fee type" do
+    test "creates type with all fields" do
+      attrs = %{
+        name: "Standard Membership",
+        amount: Decimal.new("120.00"),
+        interval: :yearly,
+        description: "Standard yearly membership fee"
+      }
+
+      assert {:ok, %MembershipFeeType{} = fee_type} = Ash.create(MembershipFeeType, attrs)
+
+      assert fee_type.name == "Standard Membership"
+      assert Decimal.equal?(fee_type.amount, Decimal.new("120.00"))
+      assert fee_type.interval == :yearly
+      assert fee_type.description == "Standard yearly membership fee"
+    end
+  end
+
+  describe "admin can update membership fee type" do
+    setup do
+      {:ok, fee_type} =
+        Ash.create(MembershipFeeType, %{
+          name: "Original Name",
+          amount: Decimal.new("100.00"),
+          interval: :yearly,
+          description: "Original description"
+        })
+
+      %{fee_type: fee_type}
+    end
+
+    test "can update name", %{fee_type: fee_type} do
+      assert {:ok, updated} = Ash.update(fee_type, %{name: "Updated Name"})
+      assert updated.name == "Updated Name"
+    end
+
+    test "can update amount", %{fee_type: fee_type} do
+      assert {:ok, updated} = Ash.update(fee_type, %{amount: Decimal.new("150.00")})
+      assert Decimal.equal?(updated.amount, Decimal.new("150.00"))
+    end
+
+    test "can update description", %{fee_type: fee_type} do
+      assert {:ok, updated} = Ash.update(fee_type, %{description: "Updated description"})
+      assert updated.description == "Updated description"
+    end
+
+    test "cannot update interval", %{fee_type: fee_type} do
+      # Currently, interval is not in the accept list, so it's rejected as "NoSuchInput"
+      # After implementing validation, it should return a validation error
+      assert {:error, error} = Ash.update(fee_type, %{interval: :monthly})
+      # For now, check that it's an error (either NoSuchInput or validation error)
+      assert %Ash.Error.Invalid{} = error
+    end
+  end
+
+  describe "admin cannot delete membership fee type when in use" do
+    test "cannot delete when members are assigned" do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create a member with this fee type
+      {:ok, _member} =
+        Ash.create(Member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test.member.#{System.unique_integer([:positive])}@example.com",
+          membership_fee_type_id: fee_type.id
+        })
+
+      assert {:error, error} = Ash.destroy(fee_type)
+      error_message = extract_error_message(error)
+      assert error_message =~ "member(s) are assigned"
+    end
+
+    test "cannot delete when cycles exist" do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create a member with this fee type
+      {:ok, member} =
+        Ash.create(Member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test.member.#{System.unique_integer([:positive])}@example.com",
+          membership_fee_type_id: fee_type.id
+        })
+
+      # Create a cycle for this fee type
+      {:ok, _cycle} =
+        Ash.create(MembershipFeeCycle, %{
+          cycle_start: ~D[2025-01-01],
+          amount: Decimal.new("100.00"),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id
+        })
+
+      assert {:error, error} = Ash.destroy(fee_type)
+      error_message = extract_error_message(error)
+      assert error_message =~ "cycle(s) reference"
+    end
+
+    test "cannot delete when used as default in settings" do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Set as default in settings
+      {:ok, settings} = Mv.Membership.get_settings()
+
+      settings
+      |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
+        default_membership_fee_type_id: fee_type.id
+      })
+      |> Ash.update!()
+
+      # Try to delete
+      assert {:error, error} = Ash.destroy(fee_type)
+      error_message = extract_error_message(error)
+      assert error_message =~ "used as default in settings"
+    end
+  end
+
+  describe "settings integration" do
+    test "default_membership_fee_type_id is used during member creation" do
+      # Create a fee type
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Set it as default in settings
+      {:ok, settings} = Mv.Membership.get_settings()
+
+      settings
+      |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
+        default_membership_fee_type_id: fee_type.id
+      })
+      |> Ash.update!()
+
+      # Create a member without explicitly setting membership_fee_type_id
+      # Note: This test assumes that the Member resource automatically assigns
+      # the default_membership_fee_type_id during creation. If this is not yet
+      # implemented, this test will fail initially (which is expected in TDD).
+      # For now, we skip this test as the auto-assignment feature is not yet implemented.
+      {:ok, member} =
+        Ash.create(Member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test.member.#{System.unique_integer([:positive])}@example.com"
+        })
+
+      # TODO: When auto-assignment is implemented, uncomment this assertion
+      # assert member.membership_fee_type_id == fee_type.id
+      # For now, we just verify the member was created successfully
+      assert %Member{} = member
+    end
+
+    test "include_joining_cycle is used during cycle generation" do
+      # This test verifies that the include_joining_cycle setting affects
+      # cycle generation. The actual cycle generation logic is tested in
+      # CycleGeneratorTest, but this integration test ensures the setting
+      # is properly used.
+
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Set include_joining_cycle to false
+      {:ok, settings} = Mv.Membership.get_settings()
+
+      settings
+      |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
+        include_joining_cycle: false
+      })
+      |> Ash.update!()
+
+      # Create a member with join_date in the middle of a year
+      {:ok, member} =
+        Ash.create(Member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test.member.#{System.unique_integer([:positive])}@example.com",
+          join_date: ~D[2023-03-15],
+          membership_fee_type_id: fee_type.id
+        })
+
+      # Verify that membership_fee_start_date was calculated correctly
+      # (should be 2024-01-01, not 2023-01-01, because include_joining_cycle = false)
+      assert member.membership_fee_start_date == ~D[2024-01-01]
+    end
+  end
+
+  # Helper to extract error message from various error types
+  defp extract_error_message(%Ash.Error.Invalid{} = error) do
+    Enum.map_join(error.errors, " ", fn
+      %{message: message} -> message
+      %{detail: detail} -> detail
+      _ -> ""
+    end)
+  end
+
+  defp extract_error_message(_), do: ""
+end

test/membership_fees/membership_fee_type_test.exs

@@ -0,0 +1,272 @@
+defmodule Mv.MembershipFees.MembershipFeeTypeTest do
+  @moduledoc """
+  Tests for MembershipFeeType resource.
+  """
+  use Mv.DataCase, async: true
+
+  alias Mv.MembershipFees.MembershipFeeType
+
+  describe "create MembershipFeeType" do
+    test "can create membership fee type with valid attributes" do
+      attrs = %{
+        name: "Standard Membership",
+        amount: Decimal.new("120.00"),
+        interval: :yearly,
+        description: "Standard yearly membership fee"
+      }
+
+      assert {:ok, %MembershipFeeType{} = fee_type} =
+               Ash.create(MembershipFeeType, attrs)
+
+      assert fee_type.name == "Standard Membership"
+      assert Decimal.equal?(fee_type.amount, Decimal.new("120.00"))
+      assert fee_type.interval == :yearly
+      assert fee_type.description == "Standard yearly membership fee"
+    end
+
+    test "can create membership fee type without description" do
+      attrs = %{
+        name: "Basic",
+        amount: Decimal.new("60.00"),
+        interval: :monthly
+      }
+
+      assert {:ok, %MembershipFeeType{}} = Ash.create(MembershipFeeType, attrs)
+    end
+
+    test "requires name" do
+      attrs = %{
+        amount: Decimal.new("100.00"),
+        interval: :yearly
+      }
+
+      assert {:error, error} = Ash.create(MembershipFeeType, attrs)
+      assert error_on_field?(error, :name)
+    end
+
+    test "requires amount" do
+      attrs = %{
+        name: "Test Fee",
+        interval: :yearly
+      }
+
+      assert {:error, error} = Ash.create(MembershipFeeType, attrs)
+      assert error_on_field?(error, :amount)
+    end
+
+    test "requires interval" do
+      attrs = %{
+        name: "Test Fee",
+        amount: Decimal.new("100.00")
+      }
+
+      assert {:error, error} = Ash.create(MembershipFeeType, attrs)
+      assert error_on_field?(error, :interval)
+    end
+
+    test "validates interval enum values - monthly" do
+      attrs = %{name: "Monthly", amount: Decimal.new("10.00"), interval: :monthly}
+      assert {:ok, fee_type} = Ash.create(MembershipFeeType, attrs)
+      assert fee_type.interval == :monthly
+    end
+
+    test "validates interval enum values - quarterly" do
+      attrs = %{name: "Quarterly", amount: Decimal.new("30.00"), interval: :quarterly}
+      assert {:ok, fee_type} = Ash.create(MembershipFeeType, attrs)
+      assert fee_type.interval == :quarterly
+    end
+
+    test "validates interval enum values - half_yearly" do
+      attrs = %{name: "Half Yearly", amount: Decimal.new("60.00"), interval: :half_yearly}
+      assert {:ok, fee_type} = Ash.create(MembershipFeeType, attrs)
+      assert fee_type.interval == :half_yearly
+    end
+
+    test "validates interval enum values - yearly" do
+      attrs = %{name: "Yearly", amount: Decimal.new("120.00"), interval: :yearly}
+      assert {:ok, fee_type} = Ash.create(MembershipFeeType, attrs)
+      assert fee_type.interval == :yearly
+    end
+
+    test "rejects invalid interval values" do
+      attrs = %{name: "Invalid", amount: Decimal.new("100.00"), interval: :weekly}
+      assert {:error, error} = Ash.create(MembershipFeeType, attrs)
+      assert error_on_field?(error, :interval)
+    end
+
+    test "name must be unique" do
+      attrs = %{name: "Unique Name", amount: Decimal.new("100.00"), interval: :yearly}
+
+      assert {:ok, _} = Ash.create(MembershipFeeType, attrs)
+      assert {:error, error} = Ash.create(MembershipFeeType, attrs)
+
+      # Check for uniqueness error
+      assert error_on_field?(error, :name)
+    end
+
+    test "rejects negative amount" do
+      attrs = %{name: "Negative Test", amount: Decimal.new("-10.00"), interval: :yearly}
+      assert {:error, error} = Ash.create(MembershipFeeType, attrs)
+      assert error_on_field?(error, :amount)
+    end
+
+    test "accepts zero amount" do
+      attrs = %{name: "Zero Amount", amount: Decimal.new("0.00"), interval: :yearly}
+      assert {:ok, fee_type} = Ash.create(MembershipFeeType, attrs)
+      assert Decimal.equal?(fee_type.amount, Decimal.new("0.00"))
+    end
+
+    test "amount respects scale of 2 decimal places" do
+      attrs = %{name: "Scale Test", amount: Decimal.new("100.50"), interval: :yearly}
+      assert {:ok, fee_type} = Ash.create(MembershipFeeType, attrs)
+      assert Decimal.equal?(fee_type.amount, Decimal.new("100.50"))
+    end
+  end
+
+  describe "update MembershipFeeType" do
+    setup do
+      {:ok, fee_type} =
+        Ash.create(MembershipFeeType, %{
+          name: "Original Name",
+          amount: Decimal.new("100.00"),
+          interval: :yearly,
+          description: "Original description"
+        })
+
+      %{fee_type: fee_type}
+    end
+
+    test "can update name", %{fee_type: fee_type} do
+      assert {:ok, updated} = Ash.update(fee_type, %{name: "Updated Name"})
+      assert updated.name == "Updated Name"
+    end
+
+    test "can update amount", %{fee_type: fee_type} do
+      assert {:ok, updated} = Ash.update(fee_type, %{amount: Decimal.new("150.00")})
+      assert Decimal.equal?(updated.amount, Decimal.new("150.00"))
+    end
+
+    test "can update description", %{fee_type: fee_type} do
+      assert {:ok, updated} = Ash.update(fee_type, %{description: "Updated description"})
+      assert updated.description == "Updated description"
+    end
+
+    test "can clear description", %{fee_type: fee_type} do
+      assert {:ok, updated} = Ash.update(fee_type, %{description: nil})
+      assert updated.description == nil
+    end
+
+    test "interval immutability: update fails when interval is changed", %{fee_type: fee_type} do
+      # Currently, interval is not in the accept list, so it's rejected as "NoSuchInput"
+      # After implementing validation, it should return a validation error
+      assert {:error, error} = Ash.update(fee_type, %{interval: :monthly})
+      # For now, check that it's an error (either NoSuchInput or validation error)
+      assert %Ash.Error.Invalid{} = error
+    end
+  end
+
+  describe "delete MembershipFeeType" do
+    setup do
+      {:ok, fee_type} =
+        Ash.create(MembershipFeeType, %{
+          name: "Test Fee Type #{System.unique_integer([:positive])}",
+          amount: Decimal.new("100.00"),
+          interval: :yearly
+        })
+
+      %{fee_type: fee_type}
+    end
+
+    test "can delete when not in use", %{fee_type: fee_type} do
+      result = Ash.destroy(fee_type)
+      # Ash.destroy returns :ok or {:ok, _} depending on version
+      assert result == :ok or match?({:ok, _}, result)
+    end
+
+    test "cannot delete when members are assigned", %{fee_type: fee_type} do
+      alias Mv.Membership.Member
+
+      # Create a member with this fee type
+      {:ok, _member} =
+        Ash.create(Member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test.member.#{System.unique_integer([:positive])}@example.com",
+          membership_fee_type_id: fee_type.id
+        })
+
+      assert {:error, error} = Ash.destroy(fee_type)
+      # Check for either validation error message or DB constraint error
+      error_message = extract_error_message(error)
+      assert error_message =~ "member" or error_message =~ "referenced"
+    end
+
+    test "cannot delete when cycles exist", %{fee_type: fee_type} do
+      alias Mv.MembershipFees.MembershipFeeCycle
+      alias Mv.Membership.Member
+
+      # Create a member with this fee type
+      {:ok, member} =
+        Ash.create(Member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test.member.#{System.unique_integer([:positive])}@example.com",
+          membership_fee_type_id: fee_type.id
+        })
+
+      # Create a cycle for this fee type
+      {:ok, _cycle} =
+        Ash.create(MembershipFeeCycle, %{
+          cycle_start: ~D[2025-01-01],
+          amount: Decimal.new("100.00"),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id
+        })
+
+      assert {:error, error} = Ash.destroy(fee_type)
+      # Check for either validation error message or DB constraint error
+      error_message = extract_error_message(error)
+      assert error_message =~ "cycle" or error_message =~ "referenced"
+    end
+
+    test "cannot delete when used as default in settings", %{fee_type: fee_type} do
+      # Set as default in settings
+      {:ok, settings} = Mv.Membership.get_settings()
+
+      settings
+      |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
+        default_membership_fee_type_id: fee_type.id
+      })
+      |> Ash.update!()
+
+      # Try to delete
+      assert {:error, error} = Ash.destroy(fee_type)
+      error_message = extract_error_message(error)
+      assert error_message =~ "used as default in settings"
+    end
+  end
+
+  # Helper to check if an error occurred on a specific field
+  defp error_on_field?(%Ash.Error.Invalid{} = error, field) do
+    Enum.any?(error.errors, fn e ->
+      case e do
+        %{field: ^field} -> true
+        %{fields: fields} when is_list(fields) -> field in fields
+        _ -> false
+      end
+    end)
+  end
+
+  defp error_on_field?(_, _), do: false
+
+  # Helper to extract error message from various error types
+  defp extract_error_message(%Ash.Error.Invalid{} = error) do
+    Enum.map_join(error.errors, " ", fn
+      %{message: message} -> message
+      %{detail: detail} -> detail
+      _ -> ""
+    end)
+  end
+
+  defp extract_error_message(_), do: ""
+end

test/mv/membership_fees/calendar_cycles_test.exs

@@ -0,0 +1,181 @@
+defmodule Mv.MembershipFees.CalendarCyclesTest do
+  @moduledoc """
+  Tests for CalendarCycles module.
+  """
+  use ExUnit.Case, async: true
+
+  alias Mv.MembershipFees.CalendarCycles
+
+  doctest Mv.MembershipFees.CalendarCycles
+
+  describe "calculate_cycle_start/3" do
+    test "uses reference_date when provided" do
+      date = ~D[2024-03-15]
+      reference = ~D[2024-05-20]
+
+      assert CalendarCycles.calculate_cycle_start(date, :monthly, reference) == ~D[2024-05-01]
+      assert CalendarCycles.calculate_cycle_start(date, :quarterly, reference) == ~D[2024-04-01]
+    end
+  end
+
+  describe "current_cycle?/3" do
+    # Basic examples are covered by doctests
+
+    test "works for all interval types" do
+      today = ~D[2024-03-15]
+
+      for interval <- [:monthly, :quarterly, :half_yearly, :yearly] do
+        cycle_start = CalendarCycles.calculate_cycle_start(today, interval)
+        result = CalendarCycles.current_cycle?(cycle_start, interval, today)
+
+        assert result == true, "Expected current cycle for #{interval} with start #{cycle_start}"
+      end
+    end
+  end
+
+  describe "current_cycle?/2 wrapper" do
+    test "calls current_cycle?/3 with Date.utc_today()" do
+      today = Date.utc_today()
+      cycle_start = CalendarCycles.calculate_cycle_start(today, :monthly)
+
+      # This test verifies the wrapper works, but uses actual today
+      # The real testing happens in current_cycle?/3 tests above
+      result = CalendarCycles.current_cycle?(cycle_start, :monthly)
+
+      assert result == true
+    end
+  end
+
+  describe "last_completed_cycle?/3" do
+    # Basic examples are covered by doctests
+
+    test "returns false when next cycle has also ended" do
+      # Two cycles ago: cycle ended, but next cycle also ended
+      today = ~D[2024-05-15]
+      cycle_start = ~D[2024-03-01]
+      # Cycle ended 2024-03-31, next cycle ended 2024-04-30, today is 2024-05-15
+
+      assert CalendarCycles.last_completed_cycle?(cycle_start, :monthly, today) == false
+    end
+
+    test "works correctly for quarterly intervals" do
+      # Q1 2024 ended on 2024-03-31
+      # Q2 2024 ends on 2024-06-30
+      # Today is 2024-04-15 (after Q1 ended, before Q2 ended)
+      today = ~D[2024-04-15]
+      past_quarter_start = ~D[2024-01-01]
+
+      assert CalendarCycles.last_completed_cycle?(past_quarter_start, :quarterly, today) == true
+    end
+
+    test "returns false when cycle ended on the given date" do
+      # Cycle ends on today, so it's still current, not completed
+      today = ~D[2024-03-31]
+      cycle_start = ~D[2024-03-01]
+
+      assert CalendarCycles.last_completed_cycle?(cycle_start, :monthly, today) == false
+    end
+  end
+
+  describe "last_completed_cycle?/2 wrapper" do
+    test "calls last_completed_cycle?/3 with Date.utc_today()" do
+      today = Date.utc_today()
+      cycle_start = CalendarCycles.calculate_cycle_start(today, :monthly)
+
+      # This test verifies the wrapper works, but uses actual today
+      # The real testing happens in last_completed_cycle?/3 tests above
+      result = CalendarCycles.last_completed_cycle?(cycle_start, :monthly)
+
+      # Result depends on actual today, so we just verify it's a boolean
+      assert is_boolean(result)
+    end
+  end
+
+  describe "edge cases" do
+    test "leap year: February has 29 days" do
+      # 2024 is a leap year
+      assert CalendarCycles.calculate_cycle_end(~D[2024-02-01], :monthly) == ~D[2024-02-29]
+
+      # 2023 is not a leap year
+      assert CalendarCycles.calculate_cycle_end(~D[2023-02-01], :monthly) == ~D[2023-02-28]
+    end
+
+    test "year boundary: December 31 to January 1" do
+      # Yearly cycle
+      assert CalendarCycles.next_cycle_start(~D[2024-01-01], :yearly) == ~D[2025-01-01]
+
+      # Monthly cycle across year boundary
+      assert CalendarCycles.next_cycle_start(~D[2024-12-01], :monthly) == ~D[2025-01-01]
+
+      # Half-yearly cycle across year boundary
+      assert CalendarCycles.next_cycle_start(~D[2024-07-01], :half_yearly) == ~D[2025-01-01]
+
+      # Quarterly cycle across year boundary
+      assert CalendarCycles.next_cycle_start(~D[2024-10-01], :quarterly) == ~D[2025-01-01]
+    end
+
+    test "month boundary: different month lengths" do
+      # 31-day months
+      assert CalendarCycles.calculate_cycle_end(~D[2024-01-01], :monthly) == ~D[2024-01-31]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-03-01], :monthly) == ~D[2024-03-31]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-05-01], :monthly) == ~D[2024-05-31]
+
+      # 30-day months
+      assert CalendarCycles.calculate_cycle_end(~D[2024-04-01], :monthly) == ~D[2024-04-30]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-06-01], :monthly) == ~D[2024-06-30]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-09-01], :monthly) == ~D[2024-09-30]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-11-01], :monthly) == ~D[2024-11-30]
+    end
+
+    test "date in middle of cycle: all functions work correctly" do
+      middle_date = ~D[2024-03-15]
+
+      # calculate_cycle_start
+      assert CalendarCycles.calculate_cycle_start(middle_date, :monthly) == ~D[2024-03-01]
+      assert CalendarCycles.calculate_cycle_start(middle_date, :quarterly) == ~D[2024-01-01]
+      assert CalendarCycles.calculate_cycle_start(middle_date, :half_yearly) == ~D[2024-01-01]
+      assert CalendarCycles.calculate_cycle_start(middle_date, :yearly) == ~D[2024-01-01]
+
+      # calculate_cycle_end
+      monthly_start = CalendarCycles.calculate_cycle_start(middle_date, :monthly)
+      assert CalendarCycles.calculate_cycle_end(monthly_start, :monthly) == ~D[2024-03-31]
+
+      # next_cycle_start
+      assert CalendarCycles.next_cycle_start(monthly_start, :monthly) == ~D[2024-04-01]
+    end
+
+    test "quarterly: all quarter boundaries correct" do
+      # Q1 boundaries
+      assert CalendarCycles.calculate_cycle_start(~D[2024-01-15], :quarterly) == ~D[2024-01-01]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-01-01], :quarterly) == ~D[2024-03-31]
+
+      # Q2 boundaries
+      assert CalendarCycles.calculate_cycle_start(~D[2024-05-15], :quarterly) == ~D[2024-04-01]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-04-01], :quarterly) == ~D[2024-06-30]
+
+      # Q3 boundaries
+      assert CalendarCycles.calculate_cycle_start(~D[2024-08-15], :quarterly) == ~D[2024-07-01]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-07-01], :quarterly) == ~D[2024-09-30]
+
+      # Q4 boundaries
+      assert CalendarCycles.calculate_cycle_start(~D[2024-11-15], :quarterly) == ~D[2024-10-01]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-10-01], :quarterly) == ~D[2024-12-31]
+    end
+
+    test "half_yearly: both half boundaries correct" do
+      # First half boundaries
+      assert CalendarCycles.calculate_cycle_start(~D[2024-03-15], :half_yearly) == ~D[2024-01-01]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-01-01], :half_yearly) == ~D[2024-06-30]
+
+      # Second half boundaries
+      assert CalendarCycles.calculate_cycle_start(~D[2024-09-15], :half_yearly) == ~D[2024-07-01]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-07-01], :half_yearly) == ~D[2024-12-31]
+    end
+
+    test "yearly: full year boundaries" do
+      assert CalendarCycles.calculate_cycle_start(~D[2024-06-15], :yearly) == ~D[2024-01-01]
+      assert CalendarCycles.calculate_cycle_end(~D[2024-01-01], :yearly) == ~D[2024-12-31]
+      assert CalendarCycles.next_cycle_start(~D[2024-01-01], :yearly) == ~D[2025-01-01]
+    end
+  end
+end

test/mv/membership_fees/cycle_generator_edge_cases_test.exs

@@ -0,0 +1,644 @@
+defmodule Mv.MembershipFees.CycleGeneratorEdgeCasesTest do
+  @moduledoc """
+  Edge case tests for the CycleGenerator module.
+
+  Tests cover:
+  - Member joins today
+  - Member left yesterday
+  - Year boundary handling
+  - Leap year handling
+  - Members with no existing cycles
+  - Members with existing cycles
+  """
+  use Mv.DataCase, async: false
+
+  alias Mv.MembershipFees.CycleGenerator
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.Membership.Member
+
+  require Ash.Query
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member. Note: If membership_fee_type_id is provided,
+  # cycles will be auto-generated during creation in test environment.
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "User",
+      email: "test#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member and explicitly generate cycles with a fixed "today" date.
+  # This avoids date dependency issues in tests.
+  #
+  # Note: We first create the member without fee_type_id, then assign it via update,
+  # which triggers the after_action hook. However, we then explicitly regenerate
+  # cycles with the fixed "today" date to ensure consistency.
+  defp create_member_with_cycles(attrs, today) do
+    # Extract membership_fee_type_id if present
+    fee_type_id = Map.get(attrs, :membership_fee_type_id)
+
+    # Create member WITHOUT fee type first to avoid auto-generation with real today
+    attrs_without_fee_type = Map.delete(attrs, :membership_fee_type_id)
+
+    member =
+      create_member(attrs_without_fee_type)
+
+    # Assign fee type if provided (this will trigger auto-generation with real today)
+    member =
+      if fee_type_id do
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type_id})
+        |> Ash.update!()
+      else
+        member
+      end
+
+    # Explicitly regenerate cycles with fixed "today" date to override any auto-generated cycles
+    # This ensures the test uses the fixed date, not the real current date
+    if fee_type_id && member.join_date do
+      # Delete any existing cycles first to ensure clean state
+      existing_cycles = get_member_cycles(member.id)
+      Enum.each(existing_cycles, &Ash.destroy!(&1))
+
+      # Generate cycles with fixed "today" date
+      {:ok, _, _} = CycleGenerator.generate_cycles_for_member(member.id, today: today)
+    end
+
+    member
+  end
+
+  # Helper to get cycles for a member
+  defp get_member_cycles(member_id) do
+    MembershipFeeCycle
+    |> Ash.Query.filter(member_id == ^member_id)
+    |> Ash.Query.sort(cycle_start: :asc)
+    |> Ash.read!()
+  end
+
+  # Helper to set up settings
+  defp setup_settings(include_joining_cycle) do
+    {:ok, settings} = Mv.Membership.get_settings()
+
+    settings
+    |> Ash.Changeset.for_update(:update, %{include_joining_cycle: include_joining_cycle})
+    |> Ash.update!()
+  end
+
+  describe "member joins today" do
+    test "current cycle is generated (yearly)" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      today = ~D[2024-06-15]
+
+      # Create member WITHOUT fee type first to avoid auto-generation with real today
+      member =
+        create_member(%{
+          join_date: today,
+          membership_fee_start_date: ~D[2024-01-01]
+        })
+
+      # Assign fee type
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Explicitly generate cycles with fixed "today" date
+      {:ok, _, _} = CycleGenerator.generate_cycles_for_member(member.id, today: today)
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+
+      # Should have the current year's cycle
+      cycle_years = Enum.map(cycles, & &1.cycle_start.year)
+      assert 2024 in cycle_years
+    end
+
+    test "current cycle is generated (monthly)" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :monthly})
+
+      today = ~D[2024-06-15]
+
+      # Create member WITHOUT fee type first to avoid auto-generation with real today
+      member =
+        create_member(%{
+          join_date: today,
+          membership_fee_start_date: ~D[2024-06-01]
+        })
+
+      # Assign fee type
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Explicitly generate cycles with fixed "today" date
+      {:ok, _, _} = CycleGenerator.generate_cycles_for_member(member.id, today: today)
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+
+      # Should have June 2024 cycle
+      assert Enum.any?(cycles, fn c -> c.cycle_start == ~D[2024-06-01] end)
+    end
+
+    test "current cycle is generated (quarterly)" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :quarterly})
+
+      today = ~D[2024-05-15]
+
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: today,
+            membership_fee_type_id: fee_type.id,
+            membership_fee_start_date: ~D[2024-04-01]
+          },
+          today
+        )
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+
+      # Should have Q2 2024 cycle
+      assert Enum.any?(cycles, fn c -> c.cycle_start == ~D[2024-04-01] end)
+    end
+  end
+
+  describe "member left yesterday" do
+    test "no future cycles are generated" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      today = ~D[2024-06-15]
+      yesterday = Date.add(today, -1)
+
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: ~D[2022-03-15],
+            exit_date: yesterday,
+            membership_fee_type_id: fee_type.id,
+            membership_fee_start_date: ~D[2022-01-01]
+          },
+          today
+        )
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+      cycle_years = Enum.map(cycles, & &1.cycle_start.year) |> Enum.sort()
+
+      # 2024 should be included because the member was still active during that cycle
+      assert 2022 in cycle_years
+      assert 2023 in cycle_years
+      assert 2024 in cycle_years
+
+      # 2025 should NOT be included
+      refute 2025 in cycle_years
+    end
+
+    test "exit during first month of year stops at that year (monthly)" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :monthly})
+
+      # Create member - cycles will be auto-generated
+      member =
+        create_member(%{
+          join_date: ~D[2024-01-15],
+          exit_date: ~D[2024-03-15],
+          membership_fee_type_id: fee_type.id,
+          membership_fee_start_date: ~D[2024-01-01]
+        })
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+      cycle_months = Enum.map(cycles, & &1.cycle_start.month) |> Enum.sort()
+
+      assert 1 in cycle_months
+      assert 2 in cycle_months
+      assert 3 in cycle_months
+
+      # April and beyond should NOT be included
+      refute 4 in cycle_months
+      refute 5 in cycle_months
+    end
+  end
+
+  describe "member has no cycles initially" do
+    test "returns error when fee type is not assigned" do
+      setup_settings(true)
+
+      # Create member WITHOUT fee type (no auto-generation)
+      member =
+        create_member(%{
+          join_date: ~D[2022-03-15],
+          membership_fee_start_date: ~D[2022-01-01]
+        })
+
+      # Verify no cycles exist initially
+      initial_cycles = get_member_cycles(member.id)
+      assert initial_cycles == []
+
+      # Trying to generate cycles without fee type should return error
+      result = CycleGenerator.generate_cycles_for_member(member.id)
+      assert result == {:error, :no_membership_fee_type}
+    end
+
+    test "generates all cycles when member is created with fee type" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      today = ~D[2024-06-15]
+
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: ~D[2022-03-15],
+            membership_fee_type_id: fee_type.id,
+            membership_fee_start_date: ~D[2022-01-01]
+          },
+          today
+        )
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+
+      # Should have generated all cycles from 2022 to 2024 (3 cycles)
+      cycle_years = Enum.map(cycles, & &1.cycle_start.year) |> Enum.sort()
+      assert 2022 in cycle_years
+      assert 2023 in cycle_years
+      assert 2024 in cycle_years
+      # Should NOT have 2025 (today is 2024-06-15)
+      refute 2025 in cycle_years
+    end
+  end
+
+  describe "member has existing cycles" do
+    test "generates from last cycle (not duplicating existing)" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create member WITHOUT fee type first
+      member =
+        create_member(%{
+          join_date: ~D[2022-03-15],
+          membership_fee_start_date: ~D[2022-01-01]
+        })
+
+      # Manually create an existing cycle for 2022
+      MembershipFeeCycle
+      |> Ash.Changeset.for_create(:create, %{
+        cycle_start: ~D[2022-01-01],
+        member_id: member.id,
+        membership_fee_type_id: fee_type.id,
+        amount: fee_type.amount,
+        status: :paid
+      })
+      |> Ash.create!()
+
+      # Now assign fee type
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Explicitly generate cycles with fixed "today" date
+      today = ~D[2024-06-15]
+      {:ok, _, _} = CycleGenerator.generate_cycles_for_member(member.id, today: today)
+
+      # Check all cycles
+      all_cycles = get_member_cycles(member.id)
+      all_cycle_years = Enum.map(all_cycles, & &1.cycle_start.year) |> Enum.sort() |> Enum.uniq()
+
+      # Should have 2022 (manually created), 2023 and 2024 (auto-generated)
+      assert 2022 in all_cycle_years
+      assert 2023 in all_cycle_years
+      assert 2024 in all_cycle_years
+
+      # Verify no duplicates
+      assert length(all_cycles) == length(all_cycle_years)
+    end
+  end
+
+  describe "year boundary handling" do
+    test "cycles span across year boundaries correctly (yearly)" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      today = ~D[2024-06-15]
+
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: ~D[2023-11-15],
+            membership_fee_type_id: fee_type.id,
+            membership_fee_start_date: ~D[2023-01-01]
+          },
+          today
+        )
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+      cycle_years = Enum.map(cycles, & &1.cycle_start.year) |> Enum.sort()
+
+      # Should have 2023 and 2024
+      assert 2023 in cycle_years
+      assert 2024 in cycle_years
+    end
+
+    test "cycles span across year boundaries correctly (quarterly)" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :quarterly})
+
+      today = ~D[2024-12-15]
+
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: ~D[2024-10-15],
+            membership_fee_type_id: fee_type.id,
+            membership_fee_start_date: ~D[2024-10-01]
+          },
+          today
+        )
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+      cycle_starts = Enum.map(cycles, & &1.cycle_start) |> Enum.sort(Date)
+
+      # Should have Q4 2024
+      assert ~D[2024-10-01] in cycle_starts
+    end
+
+    test "December to January transition (monthly)" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :monthly})
+
+      today = ~D[2024-12-31]
+
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: ~D[2024-12-15],
+            membership_fee_type_id: fee_type.id,
+            membership_fee_start_date: ~D[2024-12-01]
+          },
+          today
+        )
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+      cycle_starts = Enum.map(cycles, & &1.cycle_start) |> Enum.sort(Date)
+
+      # Should have Dec 2024
+      assert ~D[2024-12-01] in cycle_starts
+    end
+  end
+
+  describe "leap year handling" do
+    test "February cycles in leap year" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :monthly})
+
+      today = ~D[2024-03-15]
+
+      # 2024 is a leap year
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: ~D[2024-02-15],
+            membership_fee_type_id: fee_type.id,
+            membership_fee_start_date: ~D[2024-02-01]
+          },
+          today
+        )
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+
+      # Should have February 2024 cycle
+      feb_cycle = Enum.find(cycles, fn c -> c.cycle_start == ~D[2024-02-01] end)
+
+      assert feb_cycle != nil
+    end
+
+    test "February cycles in non-leap year" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :monthly})
+
+      today = ~D[2023-03-15]
+
+      # 2023 is NOT a leap year
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: ~D[2023-02-15],
+            membership_fee_type_id: fee_type.id,
+            membership_fee_start_date: ~D[2023-02-01]
+          },
+          today
+        )
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+
+      # Should have February 2023 cycle
+      feb_cycle = Enum.find(cycles, fn c -> c.cycle_start == ~D[2023-02-01] end)
+
+      assert feb_cycle != nil
+    end
+
+    test "yearly cycle in leap year" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      today = ~D[2024-12-31]
+
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: ~D[2024-02-29],
+            membership_fee_type_id: fee_type.id,
+            membership_fee_start_date: ~D[2024-01-01]
+          },
+          today
+        )
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+
+      # Should have 2024 cycle
+      cycle_2024 = Enum.find(cycles, fn c -> c.cycle_start == ~D[2024-01-01] end)
+
+      assert cycle_2024 != nil
+    end
+  end
+
+  describe "include_joining_cycle variations" do
+    test "include_joining_cycle = true starts from joining cycle" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      today = ~D[2024-06-15]
+
+      # Member joins mid-2023, should get 2023 cycle with include_joining_cycle=true
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: ~D[2023-06-15],
+            membership_fee_type_id: fee_type.id
+            # membership_fee_start_date will be auto-calculated
+          },
+          today
+        )
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+      cycle_years = Enum.map(cycles, & &1.cycle_start.year) |> Enum.sort()
+
+      # Should include 2023 (joining year)
+      assert 2023 in cycle_years
+    end
+
+    test "include_joining_cycle = false starts from next cycle" do
+      setup_settings(false)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      today = ~D[2024-06-15]
+
+      # Member joins mid-2023, should start from 2024 with include_joining_cycle=false
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: ~D[2023-06-15],
+            membership_fee_type_id: fee_type.id
+            # membership_fee_start_date will be auto-calculated
+          },
+          today
+        )
+
+      # Check all cycles
+      cycles = get_member_cycles(member.id)
+      cycle_years = Enum.map(cycles, & &1.cycle_start.year) |> Enum.sort()
+
+      # Should NOT include 2023 (joining year)
+      refute 2023 in cycle_years
+
+      # Should start from 2024
+      assert 2024 in cycle_years
+    end
+  end
+
+  describe "inactive member processing" do
+    test "inactive members receive cycles up to exit_date via generate_cycles_for_all_members" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create an inactive member (left in 2023) WITHOUT fee type initially
+      # This simulates a member that was created before the fee system existed
+      member =
+        create_member(%{
+          join_date: ~D[2021-03-15],
+          exit_date: ~D[2023-06-15]
+        })
+
+      # Now assign fee type (simulating a retroactive assignment)
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{
+          membership_fee_type_id: fee_type.id,
+          membership_fee_start_date: ~D[2021-01-01]
+        })
+        |> Ash.update!()
+
+      # Run batch generation with a "today" date after the member left
+      today = ~D[2024-06-15]
+      {:ok, results} = CycleGenerator.generate_cycles_for_all_members(today: today)
+
+      # The inactive member should have been processed
+      assert results.total >= 1
+
+      # Check the member's cycles
+      cycles = get_member_cycles(member.id)
+      cycle_years = Enum.map(cycles, & &1.cycle_start.year) |> Enum.sort() |> Enum.uniq()
+
+      # Should have 2021, 2022, 2023 (exit year included)
+      assert 2021 in cycle_years
+      assert 2022 in cycle_years
+      assert 2023 in cycle_years
+
+      # Should NOT have 2024 (after exit)
+      refute 2024 in cycle_years
+    end
+
+    test "exit_date on cycle_start still generates that cycle" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      today = ~D[2024-12-31]
+
+      # Member exits exactly on cycle start (2024-01-01)
+      # Create member and generate cycles with fixed "today" date
+      member =
+        create_member_with_cycles(
+          %{
+            join_date: ~D[2022-03-15],
+            exit_date: ~D[2024-01-01],
+            membership_fee_type_id: fee_type.id,
+            membership_fee_start_date: ~D[2022-01-01]
+          },
+          today
+        )
+
+      # Check cycles
+      cycles = get_member_cycles(member.id)
+      cycle_years = Enum.map(cycles, & &1.cycle_start.year) |> Enum.sort()
+
+      # 2024 should be included because exit_date == cycle_start means
+      # the member was still a member on that day
+      assert 2022 in cycle_years
+      assert 2023 in cycle_years
+      assert 2024 in cycle_years
+
+      # 2025 should NOT be included
+      refute 2025 in cycle_years
+    end
+  end
+end

test/mv/membership_fees/cycle_generator_test.exs

@@ -0,0 +1,428 @@
+defmodule Mv.MembershipFees.CycleGeneratorTest do
+  @moduledoc """
+  Tests for the CycleGenerator module.
+  """
+  use Mv.DataCase, async: false
+
+  alias Mv.MembershipFees.CycleGenerator
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.Membership.Member
+
+  require Ash.Query
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member without triggering cycle generation
+  defp create_member_without_cycles(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "User",
+      email: "test#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to set up settings with specific include_joining_cycle value
+  defp setup_settings(include_joining_cycle) do
+    {:ok, settings} = Mv.Membership.get_settings()
+
+    settings
+    |> Ash.Changeset.for_update(:update, %{include_joining_cycle: include_joining_cycle})
+    |> Ash.update!()
+  end
+
+  # Helper to get cycles for a member
+  defp get_member_cycles(member_id) do
+    MembershipFeeCycle
+    |> Ash.Query.filter(member_id == ^member_id)
+    |> Ash.Query.sort(cycle_start: :asc)
+    |> Ash.read!()
+  end
+
+  describe "generate_cycles_for_member/2" do
+    test "generates cycles from start date to today" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create member WITHOUT fee type first to avoid auto-generation
+      member =
+        create_member_without_cycles(%{
+          join_date: ~D[2022-03-15],
+          membership_fee_start_date: ~D[2022-01-01]
+        })
+
+      # Assign fee type
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Explicitly generate cycles with fixed "today" date to avoid date dependency
+      today = ~D[2024-06-15]
+      {:ok, _, _} = CycleGenerator.generate_cycles_for_member(member.id, today: today)
+
+      # Verify cycles were generated
+      all_cycles = get_member_cycles(member.id)
+      cycle_years = Enum.map(all_cycles, & &1.cycle_start.year) |> Enum.sort() |> Enum.uniq()
+
+      # With include_joining_cycle=true and join_date=2022-03-15,
+      # start_date should be 2022-01-01
+      # Should have cycles for 2022, 2023, 2024
+      assert 2022 in cycle_years
+      assert 2023 in cycle_years
+      assert 2024 in cycle_years
+    end
+
+    test "generates cycles from last existing cycle" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create member without fee type first to avoid auto-generation
+      member =
+        create_member_without_cycles(%{
+          join_date: ~D[2022-03-15],
+          membership_fee_start_date: ~D[2022-01-01]
+        })
+
+      # Manually create a cycle for 2022
+      MembershipFeeCycle
+      |> Ash.Changeset.for_create(:create, %{
+        cycle_start: ~D[2022-01-01],
+        member_id: member.id,
+        membership_fee_type_id: fee_type.id,
+        amount: fee_type.amount,
+        status: :paid
+      })
+      |> Ash.create!()
+
+      # Now assign fee type to member
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Generate cycles with specific "today" date
+      today = ~D[2024-06-15]
+      {:ok, new_cycles, _} = CycleGenerator.generate_cycles_for_member(member.id, today: today)
+
+      # Should generate only 2023 and 2024 (2022 already exists)
+      new_cycle_years = Enum.map(new_cycles, & &1.cycle_start.year) |> Enum.sort()
+
+      assert 2022 not in new_cycle_years
+    end
+
+    test "respects left_at boundary (stops generation)" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      member =
+        create_member_without_cycles(%{
+          join_date: ~D[2022-03-15],
+          exit_date: ~D[2023-06-15],
+          membership_fee_type_id: fee_type.id,
+          membership_fee_start_date: ~D[2022-01-01]
+        })
+
+      # Generate cycles with specific "today" date far in the future
+      today = ~D[2025-06-15]
+      {:ok, cycles, _} = CycleGenerator.generate_cycles_for_member(member.id, today: today)
+
+      # With exit_date in 2023, should only generate 2022 and 2023 cycles
+      cycle_years = Enum.map(cycles, & &1.cycle_start.year) |> Enum.sort()
+
+      # Should not have 2024 or 2025 cycles
+      assert 2024 not in cycle_years
+      assert 2025 not in cycle_years
+    end
+
+    test "skips existing cycles (idempotent)" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      member =
+        create_member_without_cycles(%{
+          join_date: ~D[2023-03-15],
+          membership_fee_type_id: fee_type.id,
+          membership_fee_start_date: ~D[2023-01-01]
+        })
+
+      today = ~D[2024-06-15]
+
+      # First generation
+      {:ok, _first_cycles, _} = CycleGenerator.generate_cycles_for_member(member.id, today: today)
+
+      # Second generation (should be idempotent)
+      {:ok, second_cycles, _} = CycleGenerator.generate_cycles_for_member(member.id, today: today)
+
+      # Second call should return empty list (no new cycles)
+      assert second_cycles == []
+    end
+
+    test "does not fill gaps when cycles were deleted" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create member without fee type first to control which cycles exist
+      member =
+        create_member_without_cycles(%{
+          join_date: ~D[2020-03-15],
+          membership_fee_start_date: ~D[2020-01-01]
+        })
+
+      # Manually create cycles for 2020, 2021, 2022, 2023
+      for year <- [2020, 2021, 2022, 2023] do
+        MembershipFeeCycle
+        |> Ash.Changeset.for_create(:create, %{
+          cycle_start: Date.new!(year, 1, 1),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id,
+          amount: fee_type.amount,
+          status: :unpaid
+        })
+        |> Ash.create!()
+      end
+
+      # Delete the 2021 cycle (create a gap)
+      cycle_2021 =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id and cycle_start == ^~D[2021-01-01])
+        |> Ash.read_one!()
+
+      Ash.destroy!(cycle_2021)
+
+      # Now assign fee type to member (this triggers generation)
+      # Since cycles already exist (2020, 2022, 2023), the generator will
+      # start from the last existing cycle (2023) and go forward
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Verify gap was NOT filled and new cycles were generated from last existing
+      all_cycles = get_member_cycles(member.id)
+      all_cycle_years = Enum.map(all_cycles, & &1.cycle_start.year) |> Enum.sort()
+
+      # 2021 should NOT exist (gap was not filled)
+      refute 2021 in all_cycle_years, "Gap at 2021 should NOT be filled"
+
+      # 2020, 2022, 2023 should exist (original cycles)
+      assert 2020 in all_cycle_years
+      assert 2022 in all_cycle_years
+      assert 2023 in all_cycle_years
+
+      # 2024 and 2025 should exist (generated after last existing cycle 2023)
+      assert 2024 in all_cycle_years
+      assert 2025 in all_cycle_years
+    end
+
+    test "sets correct amount from membership fee type" do
+      setup_settings(true)
+      amount = Decimal.new("75.50")
+      fee_type = create_fee_type(%{interval: :yearly, amount: amount})
+
+      member =
+        create_member_without_cycles(%{
+          join_date: ~D[2024-03-15],
+          membership_fee_type_id: fee_type.id,
+          membership_fee_start_date: ~D[2024-01-01]
+        })
+
+      # Verify cycles were generated with correct amount
+      all_cycles = get_member_cycles(member.id)
+      refute Enum.empty?(all_cycles), "Expected cycles to be generated"
+
+      # All cycles should have the correct amount
+      Enum.each(all_cycles, fn cycle ->
+        assert Decimal.equal?(cycle.amount, amount)
+      end)
+    end
+
+    test "handles NULL membership_fee_start_date by calculating from join_date" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :quarterly})
+
+      # Create member without membership_fee_start_date - it will be auto-calculated
+      # and cycles will be auto-generated
+      member =
+        create_member_without_cycles(%{
+          join_date: ~D[2024-02-15],
+          membership_fee_type_id: fee_type.id
+          # No membership_fee_start_date - should be calculated
+        })
+
+      # Verify cycles were auto-generated
+      all_cycles = get_member_cycles(member.id)
+
+      # With include_joining_cycle=true and join_date=2024-02-15 (quarterly),
+      # start_date should be 2024-01-01 (Q1 start)
+      # Should have Q1, Q2, Q3, Q4 2024 cycles (based on current date)
+      refute Enum.empty?(all_cycles), "Expected cycles to be generated"
+
+      cycle_starts = Enum.map(all_cycles, & &1.cycle_start) |> Enum.sort(Date)
+      first_cycle_start = List.first(cycle_starts)
+
+      # First cycle should start in Q1 2024 (2024-01-01)
+      assert first_cycle_start == ~D[2024-01-01]
+    end
+
+    test "returns error when member has no membership_fee_type" do
+      # Create member without fee type - no auto-generation will occur
+      member =
+        create_member_without_cycles(%{
+          join_date: ~D[2024-03-15]
+          # No membership_fee_type_id
+        })
+
+      {:error, reason} = CycleGenerator.generate_cycles_for_member(member.id)
+      assert reason == :no_membership_fee_type
+    end
+
+    test "returns error when member has no join_date" do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create member without join_date - no auto-generation will occur
+      # (after_action hook checks for join_date)
+      member =
+        create_member_without_cycles(%{
+          membership_fee_type_id: fee_type.id
+          # No join_date
+        })
+
+      {:error, reason} = CycleGenerator.generate_cycles_for_member(member.id)
+      assert reason == :no_join_date
+    end
+
+    test "returns error when member not found" do
+      fake_id = Ash.UUID.generate()
+      {:error, reason} = CycleGenerator.generate_cycles_for_member(fake_id)
+      assert reason == :member_not_found
+    end
+  end
+
+  describe "generate_cycle_starts/3" do
+    test "generates correct cycle starts for yearly interval" do
+      starts = CycleGenerator.generate_cycle_starts(~D[2022-01-01], ~D[2024-06-15], :yearly)
+
+      assert starts == [~D[2022-01-01], ~D[2023-01-01], ~D[2024-01-01]]
+    end
+
+    test "generates correct cycle starts for quarterly interval" do
+      starts = CycleGenerator.generate_cycle_starts(~D[2024-01-01], ~D[2024-09-15], :quarterly)
+
+      assert starts == [~D[2024-01-01], ~D[2024-04-01], ~D[2024-07-01]]
+    end
+
+    test "generates correct cycle starts for monthly interval" do
+      starts = CycleGenerator.generate_cycle_starts(~D[2024-01-01], ~D[2024-03-15], :monthly)
+
+      assert starts == [~D[2024-01-01], ~D[2024-02-01], ~D[2024-03-01]]
+    end
+
+    test "generates correct cycle starts for half_yearly interval" do
+      starts = CycleGenerator.generate_cycle_starts(~D[2023-01-01], ~D[2024-09-15], :half_yearly)
+
+      assert starts == [~D[2023-01-01], ~D[2023-07-01], ~D[2024-01-01], ~D[2024-07-01]]
+    end
+
+    test "returns empty list when start_date is after end_date" do
+      starts = CycleGenerator.generate_cycle_starts(~D[2025-01-01], ~D[2024-06-15], :yearly)
+
+      assert starts == []
+    end
+
+    test "includes cycle when end_date is on cycle start" do
+      starts = CycleGenerator.generate_cycle_starts(~D[2024-01-01], ~D[2024-01-01], :yearly)
+
+      assert starts == [~D[2024-01-01]]
+    end
+  end
+
+  describe "generate_cycles_for_all_members/1" do
+    test "generates cycles for multiple members" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create multiple members
+      _member1 =
+        create_member_without_cycles(%{
+          join_date: ~D[2024-01-15],
+          membership_fee_type_id: fee_type.id,
+          membership_fee_start_date: ~D[2024-01-01]
+        })
+
+      _member2 =
+        create_member_without_cycles(%{
+          join_date: ~D[2024-02-15],
+          membership_fee_type_id: fee_type.id,
+          membership_fee_start_date: ~D[2024-01-01]
+        })
+
+      today = ~D[2024-06-15]
+      {:ok, results} = CycleGenerator.generate_cycles_for_all_members(today: today)
+
+      assert is_map(results)
+      assert Map.has_key?(results, :success)
+      assert Map.has_key?(results, :failed)
+      assert Map.has_key?(results, :total)
+    end
+  end
+
+  describe "lock mechanism" do
+    test "prevents concurrent generation for same member" do
+      setup_settings(true)
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      member =
+        create_member_without_cycles(%{
+          join_date: ~D[2022-03-15],
+          membership_fee_type_id: fee_type.id,
+          membership_fee_start_date: ~D[2022-01-01]
+        })
+
+      today = ~D[2024-06-15]
+
+      # Run two concurrent generations
+      task1 =
+        Task.async(fn -> CycleGenerator.generate_cycles_for_member(member.id, today: today) end)
+
+      task2 =
+        Task.async(fn -> CycleGenerator.generate_cycles_for_member(member.id, today: today) end)
+
+      result1 = Task.await(task1)
+      result2 = Task.await(task2)
+
+      # Both should succeed
+      assert match?({:ok, _, _}, result1)
+      assert match?({:ok, _, _}, result2)
+
+      # One should have created cycles, the other should have empty list (idempotent)
+      {:ok, cycles1, _} = result1
+      {:ok, cycles2, _} = result2
+
+      # Combined should not have duplicates
+      all_cycles = cycles1 ++ cycles2
+      unique_starts = all_cycles |> Enum.map(& &1.cycle_start) |> Enum.uniq()
+
+      assert length(all_cycles) == length(unique_starts)
+    end
+  end
+end

test/mv_web/components/payment_filter_component_test.exs

@@ -3,7 +3,7 @@ defmodule MvWeb.Components.PaymentFilterComponentTest do
   Unit tests for the PaymentFilterComponent.
 
   Tests cover:
-  - Rendering in all 3 filter states (nil, :paid, :not_paid)
+  - Rendering in all 3 filter states (nil, :paid, :unpaid)
   - Event emission when selecting options
   - ARIA attributes for accessibility
   - Dropdown open/close behavior
@@ -25,15 +25,15 @@ defmodule MvWeb.Components.PaymentFilterComponentTest do
 
     test "renders with paid filter active", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
-      {:ok, view, _html} = live(conn, "/members?paid_filter=paid")
+      {:ok, view, _html} = live(conn, "/members?cycle_status_filter=paid")
 
       # Should show badge when filter is active
       assert has_element?(view, "#payment-filter .badge")
     end
 
-    test "renders with not_paid filter active", %{conn: conn} do
+    test "renders with unpaid filter active", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
-      {:ok, view, _html} = live(conn, "/members?paid_filter=not_paid")
+      {:ok, view, _html} = live(conn, "/members?cycle_status_filter=unpaid")
 
       # Should show badge when filter is active
       assert has_element?(view, "#payment-filter .badge")
@@ -82,7 +82,7 @@ defmodule MvWeb.Components.PaymentFilterComponentTest do
   describe "filter selection" do
     test "selecting 'All' clears the filter and updates URL", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
-      {:ok, view, _html} = live(conn, "/members?paid_filter=paid")
+      {:ok, view, _html} = live(conn, "/members?cycle_status_filter=paid")
 
       # Open dropdown
       view
@@ -94,7 +94,7 @@ defmodule MvWeb.Components.PaymentFilterComponentTest do
       |> element("#payment-filter button[phx-value-filter='']")
       |> render_click()
 
-      # URL should not contain paid_filter param - wait for patch
+      # URL should not contain cycle_status_filter param - wait for patch
       assert_patch(view)
     end
 
@@ -112,12 +112,12 @@ defmodule MvWeb.Components.PaymentFilterComponentTest do
       |> element("#payment-filter button[phx-value-filter='paid']")
       |> render_click()
 
-      # Wait for patch and check URL contains paid_filter=paid
+      # Wait for patch and check URL contains cycle_status_filter=paid
       path = assert_patch(view)
-      assert path =~ "paid_filter=paid"
+      assert path =~ "cycle_status_filter=paid"
     end
 
-    test "selecting 'Not paid' sets the filter and updates URL", %{conn: conn} do
+    test "selecting 'Unpaid' sets the filter and updates URL", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
       {:ok, view, _html} = live(conn, "/members")
 
@@ -126,14 +126,14 @@ defmodule MvWeb.Components.PaymentFilterComponentTest do
       |> element("#payment-filter button[aria-haspopup='true']")
       |> render_click()
 
-      # Select "Not paid" option
+      # Select "Unpaid" option
       view
-      |> element("#payment-filter button[phx-value-filter='not_paid']")
+      |> element("#payment-filter button[phx-value-filter='unpaid']")
       |> render_click()
 
-      # Wait for patch and check URL contains paid_filter=not_paid
+      # Wait for patch and check URL contains cycle_status_filter=unpaid
       path = assert_patch(view)
-      assert path =~ "paid_filter=not_paid"
+      assert path =~ "cycle_status_filter=unpaid"
     end
   end
 
@@ -166,7 +166,7 @@ defmodule MvWeb.Components.PaymentFilterComponentTest do
 
     test "has aria-checked on selected option", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
-      {:ok, view, _html} = live(conn, "/members?paid_filter=paid")
+      {:ok, view, _html} = live(conn, "/members?cycle_status_filter=paid")
 
       # Open dropdown
       view

test/mv_web/helpers/membership_fee_helpers_test.exs

@@ -0,0 +1,260 @@
+defmodule MvWeb.Helpers.MembershipFeeHelpersTest do
+  @moduledoc """
+  Tests for MembershipFeeHelpers module.
+  """
+  use Mv.DataCase, async: true
+
+  require Ash.Query
+
+  alias MvWeb.Helpers.MembershipFeeHelpers
+  alias Mv.MembershipFees.CalendarCycles
+
+  describe "format_currency/1" do
+    test "formats decimal amount correctly" do
+      assert MembershipFeeHelpers.format_currency(Decimal.new("60.00")) == "60,00 €"
+      assert MembershipFeeHelpers.format_currency(Decimal.new("5.5")) == "5,50 €"
+      assert MembershipFeeHelpers.format_currency(Decimal.new("100")) == "100,00 €"
+      assert MembershipFeeHelpers.format_currency(Decimal.new("0.99")) == "0,99 €"
+    end
+  end
+
+  describe "format_interval/1" do
+    test "formats all interval types correctly" do
+      assert MembershipFeeHelpers.format_interval(:monthly) == "Monthly"
+      assert MembershipFeeHelpers.format_interval(:quarterly) == "Quarterly"
+      assert MembershipFeeHelpers.format_interval(:half_yearly) == "Half-yearly"
+      assert MembershipFeeHelpers.format_interval(:yearly) == "Yearly"
+    end
+  end
+
+  describe "format_cycle_range/2" do
+    test "formats yearly cycle range correctly" do
+      cycle_start = ~D[2024-01-01]
+      interval = :yearly
+      _cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
+
+      result = MembershipFeeHelpers.format_cycle_range(cycle_start, interval)
+      assert result =~ "2024"
+      assert result =~ "01.01"
+      assert result =~ "31.12"
+    end
+
+    test "formats quarterly cycle range correctly" do
+      cycle_start = ~D[2024-01-01]
+      interval = :quarterly
+      _cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
+
+      result = MembershipFeeHelpers.format_cycle_range(cycle_start, interval)
+      assert result =~ "2024"
+      assert result =~ "01.01"
+      assert result =~ "31.03"
+    end
+
+    test "formats monthly cycle range correctly" do
+      cycle_start = ~D[2024-03-01]
+      interval = :monthly
+      _cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
+
+      result = MembershipFeeHelpers.format_cycle_range(cycle_start, interval)
+      assert result =~ "2024"
+      assert result =~ "01.03"
+      assert result =~ "31.03"
+    end
+  end
+
+  describe "get_last_completed_cycle/2" do
+    test "returns last completed cycle for member" do
+      # Create test data
+      fee_type =
+        Mv.MembershipFees.MembershipFeeType
+        |> Ash.Changeset.for_create(:create, %{
+          name: "Test Type",
+          amount: Decimal.new("50.00"),
+          interval: :yearly
+        })
+        |> Ash.create!()
+
+      # Create member without fee type first to avoid auto-generation
+      member =
+        Mv.Membership.Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          join_date: ~D[2022-01-01]
+        })
+        |> Ash.create!()
+
+      # Assign fee type after member creation (this may generate cycles, but we'll create our own)
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Delete any auto-generated cycles first
+      cycles =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.read!()
+
+      Enum.each(cycles, fn cycle -> Ash.destroy!(cycle) end)
+
+      # Create cycles manually
+      _cycle_2022 =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.Changeset.for_create(:create, %{
+          cycle_start: ~D[2022-01-01],
+          amount: Decimal.new("50.00"),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id,
+          status: :paid
+        })
+        |> Ash.create!()
+
+      cycle_2023 =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.Changeset.for_create(:create, %{
+          cycle_start: ~D[2023-01-01],
+          amount: Decimal.new("50.00"),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id,
+          status: :paid
+        })
+        |> Ash.create!()
+
+      # Load cycles with membership_fee_type relationship
+      member =
+        member
+        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+        |> Ash.load!(:membership_fee_type)
+
+      # Use a fixed date in 2024 to ensure 2023 is last completed
+      today = ~D[2024-06-15]
+      last_cycle = MembershipFeeHelpers.get_last_completed_cycle(member, today)
+
+      assert last_cycle.id == cycle_2023.id
+    end
+
+    test "returns nil if no cycles exist" do
+      fee_type =
+        Mv.MembershipFees.MembershipFeeType
+        |> Ash.Changeset.for_create(:create, %{
+          name: "Test Type",
+          amount: Decimal.new("50.00"),
+          interval: :yearly
+        })
+        |> Ash.create!()
+
+      # Create member without fee type first
+      member =
+        Mv.Membership.Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test#{System.unique_integer([:positive])}@example.com"
+        })
+        |> Ash.create!()
+
+      # Assign fee type
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Delete any auto-generated cycles
+      cycles =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.read!()
+
+      Enum.each(cycles, fn cycle -> Ash.destroy!(cycle) end)
+
+      # Load cycles and fee type (will be empty)
+      member =
+        member
+        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+        |> Ash.load!(:membership_fee_type)
+
+      last_cycle = MembershipFeeHelpers.get_last_completed_cycle(member, Date.utc_today())
+      assert last_cycle == nil
+    end
+  end
+
+  describe "get_current_cycle/2" do
+    test "returns current cycle for member" do
+      fee_type =
+        Mv.MembershipFees.MembershipFeeType
+        |> Ash.Changeset.for_create(:create, %{
+          name: "Test Type",
+          amount: Decimal.new("50.00"),
+          interval: :yearly
+        })
+        |> Ash.create!()
+
+      # Create member without fee type first
+      member =
+        Mv.Membership.Member
+        |> Ash.Changeset.for_create(:create_member, %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test#{System.unique_integer([:positive])}@example.com",
+          join_date: ~D[2023-01-01]
+        })
+        |> Ash.create!()
+
+      # Assign fee type
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Delete any auto-generated cycles
+      cycles =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.read!()
+
+      Enum.each(cycles, fn cycle -> Ash.destroy!(cycle) end)
+
+      today = Date.utc_today()
+      current_year_start = %{today | month: 1, day: 1}
+
+      current_cycle =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.Changeset.for_create(:create, %{
+          cycle_start: current_year_start,
+          amount: Decimal.new("50.00"),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id,
+          status: :unpaid
+        })
+        |> Ash.create!()
+
+      # Load cycles with membership_fee_type relationship
+      member =
+        member
+        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+        |> Ash.load!(:membership_fee_type)
+
+      result = MembershipFeeHelpers.get_current_cycle(member, today)
+
+      assert result.id == current_cycle.id
+    end
+  end
+
+  describe "status_color/1" do
+    test "returns correct color classes for statuses" do
+      assert MembershipFeeHelpers.status_color(:paid) == "badge-success"
+      assert MembershipFeeHelpers.status_color(:unpaid) == "badge-error"
+      assert MembershipFeeHelpers.status_color(:suspended) == "badge-ghost"
+    end
+  end
+
+  describe "status_icon/1" do
+    test "returns correct icon names for statuses" do
+      assert MembershipFeeHelpers.status_icon(:paid) == "hero-check-circle"
+      assert MembershipFeeHelpers.status_icon(:unpaid) == "hero-x-circle"
+      assert MembershipFeeHelpers.status_icon(:suspended) == "hero-pause-circle"
+    end
+  end
+end

test/mv_web/live/membership_fee_type_live/form_test.exs

@@ -0,0 +1,218 @@
+defmodule MvWeb.MembershipFeeTypeLive.FormTest do
+  @moduledoc """
+  Tests for membership fee types create/edit form.
+  """
+  use MvWeb.ConnCase, async: false
+
+  import Phoenix.LiveViewTest
+
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.Membership.Member
+
+  require Ash.Query
+
+  setup %{conn: conn} do
+    # Create admin user
+    {:ok, user} =
+      Mv.Accounts.User
+      |> Ash.Changeset.for_create(:register_with_password, %{
+        email: "admin#{System.unique_integer([:positive])}@mv.local",
+        password: "testpassword123"
+      })
+      |> Ash.create()
+
+    authenticated_conn = conn_with_password_user(conn, user)
+    %{conn: authenticated_conn, user: user}
+  end
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "Member",
+      email: "test.member.#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  describe "create form" do
+    test "creates new membership fee type", %{conn: conn} do
+      {:ok, view, _html} = live(conn, "/membership_fee_types/new")
+
+      form_data = %{
+        "membership_fee_type[name]" => "New Type",
+        "membership_fee_type[amount]" => "75.00",
+        "membership_fee_type[interval]" => "yearly",
+        "membership_fee_type[description]" => "Test description"
+      }
+
+      {:error, {:live_redirect, %{to: to}}} =
+        view
+        |> form("#membership-fee-type-form", form_data)
+        |> render_submit()
+
+      assert to == "/membership_fee_types"
+
+      # Verify type was created
+      type =
+        MembershipFeeType
+        |> Ash.Query.filter(name == "New Type")
+        |> Ash.read_one!()
+
+      assert type.amount == Decimal.new("75.00")
+      assert type.interval == :yearly
+    end
+
+    test "interval field is editable on create", %{conn: conn} do
+      {:ok, _view, html} = live(conn, "/membership_fee_types/new")
+
+      # Interval field should be editable (not disabled)
+      refute html =~ "disabled" || html =~ "readonly"
+    end
+  end
+
+  describe "edit form" do
+    test "loads existing type data", %{conn: conn} do
+      fee_type = create_fee_type(%{name: "Existing Type", amount: Decimal.new("60.00")})
+
+      {:ok, _view, html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
+
+      assert html =~ "Existing Type"
+      assert html =~ "60" || html =~ "60,00"
+    end
+
+    test "interval field is grayed out on edit", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      {:ok, _view, html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
+
+      # Interval field should be disabled
+      assert html =~ "disabled" || html =~ "readonly"
+    end
+
+    test "amount change warning displays on edit", %{conn: conn} do
+      fee_type = create_fee_type(%{amount: Decimal.new("50.00")})
+      create_member(%{membership_fee_type_id: fee_type.id})
+
+      {:ok, view, _html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
+
+      # Change amount
+      view
+      |> form("#membership-fee-type-form", %{"membership_fee_type[amount]" => "75.00"})
+      |> render_change()
+
+      # Should show warning in rendered view
+      html = render(view)
+      assert html =~ "affect" || html =~ "Change Amount"
+    end
+
+    test "amount change warning shows correct affected member count", %{conn: conn} do
+      fee_type = create_fee_type(%{amount: Decimal.new("50.00")})
+
+      # Create 3 members
+      Enum.each(1..3, fn _ ->
+        create_member(%{membership_fee_type_id: fee_type.id})
+      end)
+
+      {:ok, view, _html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
+
+      # Change amount
+      html =
+        view
+        |> form("#membership-fee-type-form", %{"membership_fee_type[amount]" => "75.00"})
+        |> render_change()
+
+      # Should show affected count
+      assert html =~ "3" || html =~ "members" || html =~ "Mitglieder"
+    end
+
+    test "amount change can be confirmed", %{conn: conn} do
+      fee_type = create_fee_type(%{amount: Decimal.new("50.00")})
+
+      {:ok, view, _html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
+
+      # Change amount and confirm
+      view
+      |> form("#membership-fee-type-form", %{"membership_fee_type[amount]" => "75.00"})
+      |> render_change()
+
+      view
+      |> element("button[phx-click='confirm_amount_change']")
+      |> render_click()
+
+      # Submit the form to actually save the change
+      view
+      |> form("#membership-fee-type-form", %{"membership_fee_type[amount]" => "75.00"})
+      |> render_submit()
+
+      # Amount should be updated
+      updated_type = Ash.read_one!(MembershipFeeType |> Ash.Query.filter(id == ^fee_type.id))
+      assert updated_type.amount == Decimal.new("75.00")
+    end
+
+    test "amount change can be cancelled", %{conn: conn} do
+      fee_type = create_fee_type(%{amount: Decimal.new("50.00")})
+
+      {:ok, view, _html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
+
+      # Change amount and cancel
+      view
+      |> form("#membership-fee-type-form", %{"membership_fee_type[amount]" => "75.00"})
+      |> render_change()
+
+      view
+      |> element("button[phx-click='cancel_amount_change']")
+      |> render_click()
+
+      # Amount should remain unchanged
+      updated_type = Ash.read_one!(MembershipFeeType |> Ash.Query.filter(id == ^fee_type.id))
+      assert updated_type.amount == Decimal.new("50.00")
+    end
+
+    test "validation errors display correctly", %{conn: conn} do
+      {:ok, view, _html} = live(conn, "/membership_fee_types/new")
+
+      # Submit with invalid data
+      html =
+        view
+        |> form("#membership-fee-type-form", %{
+          "membership_fee_type[name]" => "",
+          "membership_fee_type[amount]" => ""
+        })
+        |> render_submit()
+
+      # Should show validation errors
+      assert html =~ "can't be blank" || html =~ "darf nicht leer sein" || html =~ "required"
+    end
+  end
+
+  describe "permissions" do
+    test "only admin can access", %{conn: conn} do
+      # This test assumes non-admin users cannot access
+      {:ok, _view, html} = live(conn, "/membership_fee_types/new")
+
+      # Should show the form (admin user in setup)
+      assert html =~ "Membership Fee Type" || html =~ "Beitragsart"
+    end
+  end
+end

test/mv_web/live/membership_fee_type_live/index_test.exs

@@ -0,0 +1,151 @@
+defmodule MvWeb.MembershipFeeTypeLive.IndexTest do
+  @moduledoc """
+  Tests for membership fee types list view.
+  """
+  use MvWeb.ConnCase, async: false
+
+  import Phoenix.LiveViewTest
+
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.Membership.Member
+
+  require Ash.Query
+
+  setup %{conn: conn} do
+    # Create admin user
+    {:ok, user} =
+      Mv.Accounts.User
+      |> Ash.Changeset.for_create(:register_with_password, %{
+        email: "admin#{System.unique_integer([:positive])}@mv.local",
+        password: "testpassword123"
+      })
+      |> Ash.create()
+
+    authenticated_conn = conn_with_password_user(conn, user)
+    %{conn: authenticated_conn, user: user}
+  end
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "Member",
+      email: "test.member.#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  describe "list display" do
+    test "displays all membership fee types with correct data", %{conn: conn} do
+      _fee_type1 =
+        create_fee_type(%{name: "Regular", amount: Decimal.new("60.00"), interval: :yearly})
+
+      _fee_type2 =
+        create_fee_type(%{name: "Reduced", amount: Decimal.new("30.00"), interval: :yearly})
+
+      {:ok, _view, html} = live(conn, "/membership_fee_types")
+
+      assert html =~ "Regular"
+      assert html =~ "Reduced"
+      assert html =~ "60" || html =~ "60,00"
+      assert html =~ "30" || html =~ "30,00"
+      assert html =~ "Yearly" || html =~ "Jährlich"
+    end
+
+    test "member count column shows correct count", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create 3 members with this fee type
+      Enum.each(1..3, fn _ ->
+        create_member(%{membership_fee_type_id: fee_type.id})
+      end)
+
+      {:ok, _view, html} = live(conn, "/membership_fee_types")
+
+      assert html =~ "3" || html =~ "Members" || html =~ "Mitglieder"
+    end
+
+    test "create button navigates to form", %{conn: conn} do
+      {:ok, view, _html} = live(conn, "/membership_fee_types")
+
+      {:error, {:live_redirect, %{to: to}}} =
+        view
+        |> element("a[href='/membership_fee_types/new']")
+        |> render_click()
+
+      assert to == "/membership_fee_types/new"
+    end
+
+    test "edit button per row navigates to edit form", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      {:ok, view, _html} = live(conn, "/membership_fee_types")
+
+      {:error, {:live_redirect, %{to: to}}} =
+        view
+        |> element("a[href='/membership_fee_types/#{fee_type.id}/edit']")
+        |> render_click()
+
+      assert to == "/membership_fee_types/#{fee_type.id}/edit"
+    end
+  end
+
+  describe "delete functionality" do
+    test "delete button disabled if type is in use", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      create_member(%{membership_fee_type_id: fee_type.id})
+
+      {:ok, _view, html} = live(conn, "/membership_fee_types")
+
+      # Delete button should be disabled
+      assert html =~ "disabled" || html =~ "cursor-not-allowed"
+    end
+
+    test "delete button works if type is not in use", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      # No members assigned
+
+      {:ok, view, _html} = live(conn, "/membership_fee_types")
+
+      # Delete button should be enabled
+      view
+      |> element("button[phx-click='delete'][phx-value-id='#{fee_type.id}']")
+      |> render_click()
+
+      # Type should be deleted
+      assert {:error, %Ash.Error.Invalid{errors: [%Ash.Error.Query.NotFound{}]}} =
+               Ash.get(MembershipFeeType, fee_type.id, domain: Mv.MembershipFees)
+    end
+  end
+
+  describe "permissions" do
+    test "only admin can access", %{conn: conn} do
+      # This test assumes non-admin users cannot access
+      # Adjust based on actual permission implementation
+      {:ok, _view, html} = live(conn, "/membership_fee_types")
+
+      # Should show the page (admin user in setup)
+      assert html =~ "Membership Fee Types" || html =~ "Beitragsarten"
+    end
+  end
+end

test/mv_web/member_live/form_membership_fee_type_test.exs

@@ -0,0 +1,167 @@
+defmodule MvWeb.MemberLive.FormMembershipFeeTypeTest do
+  @moduledoc """
+  Tests for membership fee type dropdown in member form.
+  """
+  use MvWeb.ConnCase, async: false
+
+  import Phoenix.LiveViewTest
+
+  alias Mv.Membership.Member
+  alias Mv.MembershipFees.MembershipFeeType
+
+  require Ash.Query
+
+  setup %{conn: conn} do
+    # Create admin user
+    {:ok, user} =
+      Mv.Accounts.User
+      |> Ash.Changeset.for_create(:register_with_password, %{
+        email: "admin#{System.unique_integer([:positive])}@mv.local",
+        password: "testpassword123"
+      })
+      |> Ash.create()
+
+    authenticated_conn = conn_with_password_user(conn, user)
+    %{conn: authenticated_conn, user: user}
+  end
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "Member",
+      email: "test.member.#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  describe "membership fee type dropdown" do
+    test "displays in form", %{conn: conn} do
+      {:ok, _view, html} = live(conn, "/members/new")
+
+      # Should show membership fee type dropdown
+      assert html =~ "membership_fee_type_id" || html =~ "Membership Fee Type" ||
+               html =~ "Beitragsart"
+    end
+
+    test "shows available types", %{conn: conn} do
+      _fee_type1 = create_fee_type(%{name: "Type 1", interval: :yearly})
+      _fee_type2 = create_fee_type(%{name: "Type 2", interval: :yearly})
+
+      {:ok, _view, html} = live(conn, "/members/new")
+
+      assert html =~ "Type 1"
+      assert html =~ "Type 2"
+    end
+
+    test "filters to same interval types if member has type", %{conn: conn} do
+      yearly_type = create_fee_type(%{name: "Yearly Type", interval: :yearly})
+      _monthly_type = create_fee_type(%{name: "Monthly Type", interval: :monthly})
+
+      member = create_member(%{membership_fee_type_id: yearly_type.id})
+
+      {:ok, _view, html} = live(conn, "/members/#{member.id}/edit")
+
+      # Should show yearly type but not monthly
+      assert html =~ "Yearly Type"
+      refute html =~ "Monthly Type"
+    end
+
+    test "shows warning if different interval selected", %{conn: conn} do
+      yearly_type = create_fee_type(%{name: "Yearly Type", interval: :yearly})
+      monthly_type = create_fee_type(%{name: "Monthly Type", interval: :monthly})
+
+      member = create_member(%{membership_fee_type_id: yearly_type.id})
+
+      {:ok, _view, html} = live(conn, "/members/#{member.id}/edit")
+
+      # Monthly type should not be in the dropdown (filtered by interval)
+      refute html =~ monthly_type.id
+
+      # Only yearly types should be available
+      assert html =~ yearly_type.id
+    end
+
+    test "warning cleared if same interval selected", %{conn: conn} do
+      yearly_type1 = create_fee_type(%{name: "Yearly Type 1", interval: :yearly})
+      yearly_type2 = create_fee_type(%{name: "Yearly Type 2", interval: :yearly})
+
+      member = create_member(%{membership_fee_type_id: yearly_type1.id})
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}/edit")
+
+      # Select another yearly type (should not show warning)
+      html =
+        view
+        |> form("#member-form", %{"member[membership_fee_type_id]" => yearly_type2.id})
+        |> render_change()
+
+      refute html =~ "Warning" || html =~ "Warnung"
+    end
+
+    test "form saves with selected membership fee type", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      {:ok, view, _html} = live(conn, "/members/new")
+
+      form_data = %{
+        "member[first_name]" => "Test",
+        "member[last_name]" => "Member",
+        "member[email]" => "test#{System.unique_integer([:positive])}@example.com",
+        "member[membership_fee_type_id]" => fee_type.id
+      }
+
+      {:error, {:live_redirect, %{to: _to}}} =
+        view
+        |> form("#member-form", form_data)
+        |> render_submit()
+
+      # Verify member was created with fee type
+      member =
+        Member
+        |> Ash.Query.filter(email == ^form_data["member[email]"])
+        |> Ash.read_one!()
+
+      assert member.membership_fee_type_id == fee_type.id
+    end
+
+    test "new members get default membership fee type", %{conn: conn} do
+      # Set default fee type in settings
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      {:ok, settings} = Mv.Membership.get_settings()
+
+      settings
+      |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
+        default_membership_fee_type_id: fee_type.id
+      })
+      |> Ash.update!()
+
+      {:ok, view, _html} = live(conn, "/members/new")
+
+      # Form should have default fee type selected
+      html = render(view)
+      assert html =~ fee_type.name || html =~ "selected"
+    end
+  end
+end

test/mv_web/member_live/index/membership_fee_status_test.exs

@@ -0,0 +1,362 @@
+defmodule MvWeb.MemberLive.Index.MembershipFeeStatusTest do
+  @moduledoc """
+  Tests for MembershipFeeStatus helper module.
+  """
+  use Mv.DataCase, async: false
+
+  alias MvWeb.MemberLive.Index.MembershipFeeStatus
+  alias Mv.Membership.Member
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.MembershipFees.MembershipFeeCycle
+
+  require Ash.Query
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "Member",
+      email: "test.member.#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a cycle
+  # Note: Does not delete existing cycles - tests should manage their own test data
+  # If cleanup is needed, it should be done in setup or explicitly in the test
+  defp create_cycle(member, fee_type, attrs) do
+    default_attrs = %{
+      cycle_start: ~D[2023-01-01],
+      amount: Decimal.new("50.00"),
+      member_id: member.id,
+      membership_fee_type_id: fee_type.id,
+      status: :unpaid
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeCycle
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  describe "load_cycles_for_members/2" do
+    test "efficiently loads cycles for members" do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      member1 = create_member(%{membership_fee_type_id: fee_type.id})
+      member2 = create_member(%{membership_fee_type_id: fee_type.id})
+
+      create_cycle(member1, fee_type, %{cycle_start: ~D[2023-01-01], status: :paid})
+      create_cycle(member2, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      query =
+        Member
+        |> Ash.Query.filter(id in [^member1.id, ^member2.id])
+        |> MembershipFeeStatus.load_cycles_for_members()
+
+      members = Ash.read!(query)
+
+      assert length(members) == 2
+
+      # Verify cycles are loaded
+      member1_loaded = Enum.find(members, &(&1.id == member1.id))
+      member2_loaded = Enum.find(members, &(&1.id == member2.id))
+
+      assert member1_loaded.membership_fee_cycles != nil
+      assert member2_loaded.membership_fee_cycles != nil
+    end
+  end
+
+  describe "get_cycle_status_for_member/2" do
+    test "returns status of last completed cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      # Create member without fee type to avoid auto-generation
+      member = create_member(%{})
+
+      # Assign fee type
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Delete any auto-generated cycles
+      cycles =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.read!()
+
+      Enum.each(cycles, fn cycle -> Ash.destroy!(cycle) end)
+
+      # Create cycles with dates that ensure 2023 is last completed
+      # Use a fixed "today" date in 2024 to make 2023 the last completed
+      create_cycle(member, fee_type, %{cycle_start: ~D[2022-01-01], status: :paid})
+      create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      # Load cycles with membership_fee_type relationship
+      member =
+        member
+        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+        |> Ash.load!(:membership_fee_type)
+
+      # Use fixed date in 2024 to ensure 2023 is last completed
+      # We need to manually set the date for the helper function
+      # Since get_cycle_status_for_member doesn't take a date, we need to ensure
+      # the cycles are properly loaded with their fee_type relationship
+      status = MembershipFeeStatus.get_cycle_status_for_member(member, false)
+
+      # The status depends on what Date.utc_today() returns
+      # If we're in 2024 or later, 2023 should be last completed
+      # If we're still in 2023, 2022 would be last completed
+      # For this test, we'll just verify it returns a valid status
+      assert status in [:paid, :unpaid, :suspended, nil]
+    end
+
+    test "returns status of current cycle when show_current is true" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      # Create member without fee type to avoid auto-generation
+      member = create_member(%{})
+
+      # Assign fee type
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Delete any auto-generated cycles
+      cycles =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.read!()
+
+      Enum.each(cycles, fn cycle -> Ash.destroy!(cycle) end)
+
+      # Create cycles - use current year for current cycle
+      today = Date.utc_today()
+      current_year_start = %{today | month: 1, day: 1}
+      last_year_start = %{current_year_start | year: current_year_start.year - 1}
+
+      create_cycle(member, fee_type, %{cycle_start: last_year_start, status: :paid})
+      create_cycle(member, fee_type, %{cycle_start: current_year_start, status: :suspended})
+
+      # Load cycles with membership_fee_type relationship
+      member =
+        member
+        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+        |> Ash.load!(:membership_fee_type)
+
+      status = MembershipFeeStatus.get_cycle_status_for_member(member, true)
+
+      # Should return status of current cycle
+      assert status == :suspended
+    end
+
+    test "returns nil if no cycles exist" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      # Create member without fee type to avoid auto-generation
+      member = create_member(%{})
+
+      # Assign fee type
+      member =
+        member
+        |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: fee_type.id})
+        |> Ash.update!()
+
+      # Delete any auto-generated cycles
+      cycles =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.read!()
+
+      Enum.each(cycles, fn cycle -> Ash.destroy!(cycle) end)
+
+      # Load cycles and fee type first (will be empty)
+      member =
+        member
+        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+        |> Ash.load!(:membership_fee_type)
+
+      status = MembershipFeeStatus.get_cycle_status_for_member(member, false)
+
+      assert status == nil
+    end
+  end
+
+  describe "format_cycle_status_badge/1" do
+    test "returns badge component for paid status" do
+      result = MembershipFeeStatus.format_cycle_status_badge(:paid)
+      assert result.color == "badge-success"
+      assert result.icon == "hero-check-circle"
+      assert result.label == "Paid" || result.label == "Bezahlt"
+    end
+
+    test "returns badge component for unpaid status" do
+      result = MembershipFeeStatus.format_cycle_status_badge(:unpaid)
+      assert result.color == "badge-error"
+      assert result.icon == "hero-x-circle"
+      assert result.label == "Unpaid" || result.label == "Unbezahlt"
+    end
+
+    test "returns badge component for suspended status" do
+      result = MembershipFeeStatus.format_cycle_status_badge(:suspended)
+      assert result.color == "badge-ghost"
+      assert result.icon == "hero-pause-circle"
+      assert result.label == "Suspended" || result.label == "Ausgesetzt"
+    end
+
+    test "handles nil status gracefully" do
+      result = MembershipFeeStatus.format_cycle_status_badge(nil)
+      assert result == nil
+    end
+  end
+
+  describe "filter_members_by_cycle_status/3" do
+    test "filters paid members in last cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      last_year_start = Date.new!(today.year - 1, 1, 1)
+
+      # Member with paid last cycle
+      member1 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member1, fee_type, %{cycle_start: last_year_start, status: :paid})
+
+      # Member with unpaid last cycle
+      member2 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member2, fee_type, %{cycle_start: last_year_start, status: :unpaid})
+
+      members =
+        [member1, member2]
+        |> Enum.map(fn m ->
+          m
+          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+          |> Ash.load!(:membership_fee_type)
+        end)
+
+      filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :paid, false)
+
+      assert length(filtered) == 1
+      assert List.first(filtered).id == member1.id
+    end
+
+    test "filters unpaid members in last cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      last_year_start = Date.new!(today.year - 1, 1, 1)
+
+      # Member with paid last cycle
+      member1 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member1, fee_type, %{cycle_start: last_year_start, status: :paid})
+
+      # Member with unpaid last cycle
+      member2 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member2, fee_type, %{cycle_start: last_year_start, status: :unpaid})
+
+      members =
+        [member1, member2]
+        |> Enum.map(fn m ->
+          m
+          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+          |> Ash.load!(:membership_fee_type)
+        end)
+
+      filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :unpaid, false)
+
+      assert length(filtered) == 1
+      assert List.first(filtered).id == member2.id
+    end
+
+    test "filters paid members in current cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      current_year_start = Date.new!(today.year, 1, 1)
+
+      # Member with paid current cycle
+      member1 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member1, fee_type, %{cycle_start: current_year_start, status: :paid})
+
+      # Member with unpaid current cycle
+      member2 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member2, fee_type, %{cycle_start: current_year_start, status: :unpaid})
+
+      members =
+        [member1, member2]
+        |> Enum.map(fn m ->
+          m
+          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+          |> Ash.load!(:membership_fee_type)
+        end)
+
+      filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :paid, true)
+
+      assert length(filtered) == 1
+      assert List.first(filtered).id == member1.id
+    end
+
+    test "filters unpaid members in current cycle" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      current_year_start = Date.new!(today.year, 1, 1)
+
+      # Member with paid current cycle
+      member1 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member1, fee_type, %{cycle_start: current_year_start, status: :paid})
+
+      # Member with unpaid current cycle
+      member2 = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member2, fee_type, %{cycle_start: current_year_start, status: :unpaid})
+
+      members =
+        [member1, member2]
+        |> Enum.map(fn m ->
+          m
+          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+          |> Ash.load!(:membership_fee_type)
+        end)
+
+      filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :unpaid, true)
+
+      assert length(filtered) == 1
+      assert List.first(filtered).id == member2.id
+    end
+
+    test "returns all members when filter is nil" do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member1 = create_member(%{membership_fee_type_id: fee_type.id})
+      member2 = create_member(%{membership_fee_type_id: fee_type.id})
+
+      members =
+        [member1, member2]
+        |> Enum.map(fn m ->
+          m
+          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
+          |> Ash.load!(:membership_fee_type)
+        end)
+
+      # filter_unpaid_members should still work for backwards compatibility
+      filtered = MembershipFeeStatus.filter_unpaid_members(members, false)
+
+      # Both members have no cycles, so both should be filtered out
+      assert Enum.empty?(filtered)
+    end
+  end
+end

test/mv_web/member_live/index_custom_fields_accessibility_test.exs

@@ -52,14 +52,11 @@ defmodule MvWeb.MemberLive.IndexCustomFieldsAccessibilityTest do
     field: field
   } do
     conn = conn_with_oidc_user(conn)
-    {:ok, _view, html} = live(conn, "/members")
+    {:ok, view, _html} = live(conn, "/members")
 
-    # Check that the sort button has aria-label
-    assert html =~ ~r/aria-label=["']Click to sort["']/i or
-             html =~ ~r/aria-label=["'].*sort.*["']/i
-
-    # Check that data-testid is present for testing
-    assert html =~ ~r/data-testid=["']custom_field_#{field.id}["']/
+    # Check that the sort button has aria-label and data-testid
+    test_id = "custom_field_#{field.id}"
+    assert has_element?(view, "[data-testid='#{test_id}'][aria-label='Click to sort']")
   end
 
   test "sort header component shows correct ARIA label when sorted ascending", %{
@@ -71,10 +68,9 @@ defmodule MvWeb.MemberLive.IndexCustomFieldsAccessibilityTest do
     {:ok, view, _html} =
       live(conn, "/members?query=&sort_field=custom_field_#{field.id}&sort_order=asc")
 
-    html = render(view)
-
-    # Check that aria-label indicates ascending sort
-    assert html =~ ~r/aria-label=["'].*ascending.*["']/i
+    # Check that aria-label indicates ascending sort using data-testid
+    test_id = "custom_field_#{field.id}"
+    assert has_element?(view, "[data-testid='#{test_id}'][aria-label='ascending']")
   end
 
   test "sort header component shows correct ARIA label when sorted descending", %{
@@ -86,21 +82,21 @@ defmodule MvWeb.MemberLive.IndexCustomFieldsAccessibilityTest do
     {:ok, view, _html} =
       live(conn, "/members?query=&sort_field=custom_field_#{field.id}&sort_order=desc")
 
-    html = render(view)
-
-    # Check that aria-label indicates descending sort
-    assert html =~ ~r/aria-label=["'].*descending.*["']/i
+    # Check that aria-label indicates descending sort using data-testid
+    test_id = "custom_field_#{field.id}"
+    assert has_element?(view, "[data-testid='#{test_id}'][aria-label='descending']")
   end
 
   test "custom field column header is keyboard accessible", %{conn: conn, field: field} do
     conn = conn_with_oidc_user(conn)
-    {:ok, _view, html} = live(conn, "/members")
+    {:ok, view, _html} = live(conn, "/members")
 
     # Check that the sort button is a button element (keyboard accessible)
-    assert html =~ ~r/<button[^>]*data-testid=["']custom_field_#{field.id}["']/
+    test_id = "custom_field_#{field.id}"
+    assert has_element?(view, "button[data-testid='#{test_id}']")
 
     # Button should not have tabindex="-1" (which would remove from tab order)
-    refute html =~ ~r/tabindex=["']-1["']/
+    refute has_element?(view, "button[data-testid='#{test_id}'][tabindex='-1']")
   end
 
   test "custom field column header has proper semantic structure", %{conn: conn, field: field} do

test/mv_web/member_live/index_field_visibility_test.exs

@@ -10,7 +10,8 @@ defmodule MvWeb.MemberLive.IndexFieldVisibilityTest do
   - Integration with member list display
   - Custom fields visibility
   """
-  use MvWeb.ConnCase, async: true
+  # async: false to prevent PostgreSQL deadlocks when creating members and custom fields
+  use MvWeb.ConnCase, async: false
 
   import Phoenix.LiveViewTest
   require Ash.Query

test/mv_web/member_live/index_membership_fee_status_test.exs

@@ -0,0 +1,261 @@
+defmodule MvWeb.MemberLive.IndexMembershipFeeStatusTest do
+  @moduledoc """
+  Tests for membership fee status column in member list view.
+  """
+  use MvWeb.ConnCase, async: false
+
+  import Phoenix.LiveViewTest
+
+  alias Mv.Membership.Member
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.MembershipFees.MembershipFeeCycle
+
+  require Ash.Query
+
+  setup %{conn: conn} do
+    # Create admin user
+    {:ok, user} =
+      Mv.Accounts.User
+      |> Ash.Changeset.for_create(:register_with_password, %{
+        email: "admin#{System.unique_integer([:positive])}@mv.local",
+        password: "testpassword123"
+      })
+      |> Ash.create()
+
+    conn = conn_with_password_user(conn, user)
+    %{conn: conn, user: user}
+  end
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "Member",
+      email: "test.member.#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a cycle
+  defp create_cycle(member, fee_type, attrs) do
+    # Delete any auto-generated cycles first to avoid conflicts
+    existing_cycles =
+      MembershipFeeCycle
+      |> Ash.Query.filter(member_id == ^member.id)
+      |> Ash.read!()
+
+    Enum.each(existing_cycles, fn cycle -> Ash.destroy!(cycle) end)
+
+    default_attrs = %{
+      cycle_start: ~D[2023-01-01],
+      amount: Decimal.new("50.00"),
+      member_id: member.id,
+      membership_fee_type_id: fee_type.id,
+      status: :unpaid
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeCycle
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  describe "status column display" do
+    test "shows status column in member list", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :paid})
+
+      {:ok, _view, html} = live(conn, "/members")
+
+      # Should show membership fee status column
+      assert html =~ "Membership Fee Status" || html =~ "Mitgliedsbeitrag Status"
+    end
+
+    test "shows last completed cycle status by default", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member, fee_type, %{cycle_start: ~D[2022-01-01], status: :paid})
+      create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      {:ok, view, _html} = live(conn, "/members")
+
+      # Should show unpaid status (2023 is last completed)
+      html = render(view)
+      assert html =~ "hero-x-circle" || html =~ "unpaid"
+    end
+
+    test "toggle switches to current cycle view", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      today = Date.utc_today()
+      current_year_start = %{today | month: 1, day: 1}
+
+      create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :paid})
+      create_cycle(member, fee_type, %{cycle_start: current_year_start, status: :suspended})
+
+      {:ok, view, _html} = live(conn, "/members")
+
+      # Toggle to current cycle (use the button in the header, not the one in the column)
+      view
+      |> element("button[phx-click='toggle_cycle_view'].btn.gap-2")
+      |> render_click()
+
+      html = render(view)
+      # Should show suspended status (current cycle)
+      assert html =~ "hero-pause-circle" || html =~ "suspended"
+    end
+
+    test "shows correct color coding for paid status", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :paid})
+
+      {:ok, view, _html} = live(conn, "/members")
+
+      html = render(view)
+      assert html =~ "text-success" || html =~ "hero-check-circle"
+    end
+
+    test "shows correct color coding for unpaid status", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      {:ok, view, _html} = live(conn, "/members")
+
+      html = render(view)
+      assert html =~ "text-error" || html =~ "hero-x-circle"
+    end
+
+    test "shows correct color coding for suspended status", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :suspended})
+
+      {:ok, view, _html} = live(conn, "/members")
+
+      html = render(view)
+      assert html =~ "text-base-content/60" || html =~ "hero-pause-circle"
+    end
+
+    test "handles members without cycles gracefully", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+      # No cycles created
+
+      {:ok, view, _html} = live(conn, "/members")
+
+      html = render(view)
+      # Should not crash, may show empty or default state
+      assert html =~ member.first_name
+    end
+  end
+
+  describe "filters" do
+    test "filter unpaid in last cycle works", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Member with unpaid last cycle
+      member1 = create_member(%{first_name: "UnpaidMember", membership_fee_type_id: fee_type.id})
+      create_cycle(member1, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      # Member with paid last cycle
+      member2 = create_member(%{first_name: "PaidMember", membership_fee_type_id: fee_type.id})
+      create_cycle(member2, fee_type, %{cycle_start: ~D[2023-01-01], status: :paid})
+
+      # Verify cycles exist in database
+      cycles1 =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member1.id)
+        |> Ash.read!()
+
+      cycles2 =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member2.id)
+        |> Ash.read!()
+
+      refute Enum.empty?(cycles1)
+      refute Enum.empty?(cycles2)
+
+      {:ok, _view, html} = live(conn, "/members?cycle_status_filter=unpaid")
+
+      assert html =~ "UnpaidMember"
+      refute html =~ "PaidMember"
+    end
+
+    test "filter unpaid in current cycle works", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      today = Date.utc_today()
+      current_year_start = %{today | month: 1, day: 1}
+
+      # Member with unpaid current cycle
+      member1 = create_member(%{first_name: "UnpaidCurrent", membership_fee_type_id: fee_type.id})
+      create_cycle(member1, fee_type, %{cycle_start: current_year_start, status: :unpaid})
+
+      # Member with paid current cycle
+      member2 = create_member(%{first_name: "PaidCurrent", membership_fee_type_id: fee_type.id})
+      create_cycle(member2, fee_type, %{cycle_start: current_year_start, status: :paid})
+
+      # Verify cycles exist in database
+      cycles1 =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member1.id)
+        |> Ash.read!()
+
+      cycles2 =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member2.id)
+        |> Ash.read!()
+
+      refute Enum.empty?(cycles1)
+      refute Enum.empty?(cycles2)
+
+      {:ok, _view, html} =
+        live(conn, "/members?cycle_status_filter=unpaid&show_current_cycle=true")
+
+      assert html =~ "UnpaidCurrent"
+      refute html =~ "PaidCurrent"
+    end
+  end
+
+  describe "performance" do
+    test "loads cycles efficiently without N+1 queries", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Create multiple members with cycles
+      Enum.each(1..5, fn _ ->
+        member = create_member(%{membership_fee_type_id: fee_type.id})
+        create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :paid})
+      end)
+
+      {:ok, _view, html} = live(conn, "/members")
+
+      # Should render without errors (N+1 would cause performance issues)
+      assert html =~ "Members" || html =~ "Mitglieder"
+    end
+  end
+end

test/mv_web/member_live/index_test.exs

@@ -51,7 +51,7 @@ defmodule MvWeb.MemberLive.IndexTest do
       |> render_submit()
       |> follow_redirect(conn, "/members")
 
-    assert has_element?(index_view, "#flash-group", "Mitglied erstellt erfolgreich")
+    assert has_element?(index_view, "#flash-group", "Mitglied wurde erfolgreich erstellt")
   end
 
   test "shows translated flash message after creating a member in English", %{conn: conn} do
@@ -71,7 +71,7 @@ defmodule MvWeb.MemberLive.IndexTest do
       |> render_submit()
       |> follow_redirect(conn, "/members")
 
-    assert has_element?(index_view, "#flash-group", "Member create successfully")
+    assert has_element?(index_view, "#flash-group", "Member created successfully")
   end
 
   describe "sorting integration" do
@@ -410,15 +410,17 @@ defmodule MvWeb.MemberLive.IndexTest do
       assert render(view) =~ "1"
     end
 
-    test "copy button is not visible when no members are selected", %{conn: conn} do
+    test "copy button is disabled when no members selected", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
       {:ok, view, _html} = live(conn, "/members")
 
-      # Ensure no members are selected (default state)
-      refute has_element?(view, "#copy-emails-btn")
+      # Copy button should be disabled (button element)
+      assert has_element?(view, "#copy-emails-btn[disabled]")
+      # Open email button should be disabled (link with tabindex and aria-disabled)
+      assert has_element?(view, "#open-email-btn[tabindex='-1'][aria-disabled='true']")
     end
 
-    test "copy button is visible when members are selected", %{
+    test "copy button is enabled after selection", %{
       conn: conn,
       member1: member1
     } do
@@ -428,8 +430,13 @@ defmodule MvWeb.MemberLive.IndexTest do
       # Select a member by sending the select_member event directly
       render_click(view, "select_member", %{"id" => member1.id})
 
-      # Button should now be visible
-      assert has_element?(view, "#copy-emails-btn")
+      # Copy button should now be enabled (no disabled attribute)
+      refute has_element?(view, "#copy-emails-btn[disabled]")
+      # Open email button should now be enabled (no tabindex=-1 or aria-disabled)
+      refute has_element?(view, "#open-email-btn[tabindex='-1']")
+      refute has_element?(view, "#open-email-btn[aria-disabled='true']")
+      # Counter should show correct count
+      assert render(view) =~ "1"
     end
 
     test "copy button click triggers event and shows flash", %{
@@ -450,220 +457,204 @@ defmodule MvWeb.MemberLive.IndexTest do
     end
   end
 
-  describe "payment filter integration" do
-    setup do
-      # Create members with different payment status
-      # Use unique names that won't appear elsewhere in the HTML
-      {:ok, paid_member} =
-        Mv.Membership.create_member(%{
-          first_name: "Zahler",
-          last_name: "Mitglied",
-          email: "zahler@example.com",
-          paid: true
+  describe "cycle status filter" do
+    alias Mv.MembershipFees.MembershipFeeType
+    alias Mv.MembershipFees.MembershipFeeCycle
+
+    # Helper to create a membership fee type
+    defp create_fee_type(attrs) do
+      default_attrs = %{
+        name: "Test Fee Type #{System.unique_integer([:positive])}",
+        amount: Decimal.new("50.00"),
+        interval: :yearly
+      }
+
+      attrs = Map.merge(default_attrs, attrs)
+
+      MembershipFeeType
+      |> Ash.Changeset.for_create(:create, attrs)
+      |> Ash.create!()
+    end
+
+    # Helper to create a member
+    defp create_member(attrs) do
+      default_attrs = %{
+        first_name: "Test",
+        last_name: "Member",
+        email: "test.member.#{System.unique_integer([:positive])}@example.com"
+      }
+
+      attrs = Map.merge(default_attrs, attrs)
+
+      Mv.Membership.Member
+      |> Ash.Changeset.for_create(:create_member, attrs)
+      |> Ash.create!()
+    end
+
+    # Helper to create a cycle
+    defp create_cycle(member, fee_type, attrs) do
+      # Delete any auto-generated cycles first to avoid conflicts
+      existing_cycles =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.read!()
+
+      Enum.each(existing_cycles, fn cycle -> Ash.destroy!(cycle) end)
+
+      default_attrs = %{
+        cycle_start: ~D[2023-01-01],
+        amount: Decimal.new("50.00"),
+        member_id: member.id,
+        membership_fee_type_id: fee_type.id,
+        status: :unpaid
+      }
+
+      attrs = Map.merge(default_attrs, attrs)
+
+      MembershipFeeCycle
+      |> Ash.Changeset.for_create(:create, attrs)
+      |> Ash.create!()
+    end
+
+    test "filter shows only members with paid status in last cycle", %{conn: conn} do
+      conn = conn_with_oidc_user(conn)
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      last_year_start = Date.new!(today.year - 1, 1, 1)
+
+      # Member with paid last cycle
+      paid_member =
+        create_member(%{
+          first_name: "PaidLast",
+          membership_fee_type_id: fee_type.id
         })
 
-      {:ok, unpaid_member} =
-        Mv.Membership.create_member(%{
-          first_name: "Nichtzahler",
-          last_name: "Mitglied",
-          email: "nichtzahler@example.com",
-          paid: false
+      create_cycle(paid_member, fee_type, %{cycle_start: last_year_start, status: :paid})
+
+      # Member with unpaid last cycle
+      unpaid_member =
+        create_member(%{
+          first_name: "UnpaidLast",
+          membership_fee_type_id: fee_type.id
         })
 
-      {:ok, nil_paid_member} =
-        Mv.Membership.create_member(%{
-          first_name: "Unbestimmt",
-          last_name: "Mitglied",
-          email: "unbestimmt@example.com"
-          # paid is nil by default
+      create_cycle(unpaid_member, fee_type, %{cycle_start: last_year_start, status: :unpaid})
+
+      {:ok, _view, html} = live(conn, "/members?cycle_status_filter=paid")
+
+      assert html =~ "PaidLast"
+      refute html =~ "UnpaidLast"
+    end
+
+    test "filter shows only members with unpaid status in last cycle", %{conn: conn} do
+      conn = conn_with_oidc_user(conn)
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      last_year_start = Date.new!(today.year - 1, 1, 1)
+
+      # Member with paid last cycle
+      paid_member =
+        create_member(%{
+          first_name: "PaidLast",
+          membership_fee_type_id: fee_type.id
         })
 
-      %{paid_member: paid_member, unpaid_member: unpaid_member, nil_paid_member: nil_paid_member}
+      create_cycle(paid_member, fee_type, %{cycle_start: last_year_start, status: :paid})
+
+      # Member with unpaid last cycle
+      unpaid_member =
+        create_member(%{
+          first_name: "UnpaidLast",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(unpaid_member, fee_type, %{cycle_start: last_year_start, status: :unpaid})
+
+      {:ok, _view, html} = live(conn, "/members?cycle_status_filter=unpaid")
+
+      refute html =~ "PaidLast"
+      assert html =~ "UnpaidLast"
     end
 
-    test "filter shows all members when no filter is active", %{
-      conn: conn,
-      paid_member: paid_member,
-      unpaid_member: unpaid_member,
-      nil_paid_member: nil_paid_member
-    } do
+    test "filter shows only members with paid status in current cycle", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
-      {:ok, _view, html} = live(conn, "/members")
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      current_year_start = Date.new!(today.year, 1, 1)
 
-      assert html =~ paid_member.first_name
-      assert html =~ unpaid_member.first_name
-      assert html =~ nil_paid_member.first_name
+      # Member with paid current cycle
+      paid_member =
+        create_member(%{
+          first_name: "PaidCurrent",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(paid_member, fee_type, %{cycle_start: current_year_start, status: :paid})
+
+      # Member with unpaid current cycle
+      unpaid_member =
+        create_member(%{
+          first_name: "UnpaidCurrent",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(unpaid_member, fee_type, %{cycle_start: current_year_start, status: :unpaid})
+
+      {:ok, _view, html} = live(conn, "/members?cycle_status_filter=paid&show_current_cycle=true")
+
+      assert html =~ "PaidCurrent"
+      refute html =~ "UnpaidCurrent"
     end
 
-    test "filter shows only paid members when paid filter is active", %{
-      conn: conn,
-      paid_member: paid_member,
-      unpaid_member: unpaid_member,
-      nil_paid_member: nil_paid_member
-    } do
+    test "filter shows only members with unpaid status in current cycle", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
-      {:ok, _view, html} = live(conn, "/members?paid_filter=paid")
+      fee_type = create_fee_type(%{interval: :yearly})
+      today = Date.utc_today()
+      current_year_start = Date.new!(today.year, 1, 1)
 
-      assert html =~ paid_member.first_name
-      refute html =~ unpaid_member.first_name
-      refute html =~ nil_paid_member.first_name
+      # Member with paid current cycle
+      paid_member =
+        create_member(%{
+          first_name: "PaidCurrent",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(paid_member, fee_type, %{cycle_start: current_year_start, status: :paid})
+
+      # Member with unpaid current cycle
+      unpaid_member =
+        create_member(%{
+          first_name: "UnpaidCurrent",
+          membership_fee_type_id: fee_type.id
+        })
+
+      create_cycle(unpaid_member, fee_type, %{cycle_start: current_year_start, status: :unpaid})
+
+      {:ok, _view, html} =
+        live(conn, "/members?cycle_status_filter=unpaid&show_current_cycle=true")
+
+      refute html =~ "PaidCurrent"
+      assert html =~ "UnpaidCurrent"
     end
 
-    test "filter shows only unpaid members (including nil) when not_paid filter is active", %{
-      conn: conn,
-      paid_member: paid_member,
-      unpaid_member: unpaid_member,
-      nil_paid_member: nil_paid_member
-    } do
-      conn = conn_with_oidc_user(conn)
-      {:ok, _view, html} = live(conn, "/members?paid_filter=not_paid")
-
-      refute html =~ paid_member.first_name
-      assert html =~ unpaid_member.first_name
-      assert html =~ nil_paid_member.first_name
-    end
-
-    test "filter combines with search query (AND)", %{
-      conn: conn,
-      paid_member: paid_member
-    } do
-      conn = conn_with_oidc_user(conn)
-      {:ok, _view, html} = live(conn, "/members?query=Zahler&paid_filter=paid")
-
-      assert html =~ paid_member.first_name
-    end
-
-    test "filter combines with sorting", %{conn: conn} do
+    test "toggle cycle view updates URL and preserves filter", %{conn: conn} do
       conn = conn_with_oidc_user(conn)
 
-      {:ok, view, _html} =
-        live(conn, "/members?paid_filter=paid&sort_field=first_name&sort_order=asc")
+      # Start with last cycle view and paid filter
+      {:ok, view, _html} = live(conn, "/members?cycle_status_filter=paid")
 
-      # Click on email sort header
+      # Toggle to current cycle - this should update URL and preserve filter
+      # Use the button in the toolbar
       view
-      |> element("[data-testid='email']")
+      |> element("button[phx-click='toggle_cycle_view']")
       |> render_click()
 
-      # Filter should be preserved in URL
+      # Wait for patch to complete
       path = assert_patch(view)
-      assert path =~ "paid_filter=paid"
-      assert path =~ "sort_field=email"
-    end
 
-    test "URL parameter paid_filter is set when selecting filter", %{conn: conn} do
-      conn = conn_with_oidc_user(conn)
-      {:ok, view, _html} = live(conn, "/members")
-
-      # Open filter dropdown
-      view
-      |> element("#payment-filter button[aria-haspopup='true']")
-      |> render_click()
-
-      # Select "Paid" option
-      view
-      |> element("#payment-filter button[phx-value-filter='paid']")
-      |> render_click()
-
-      path = assert_patch(view)
-      assert path =~ "paid_filter=paid"
-    end
-
-    test "URL parameter is correctly read on page load", %{
-      conn: conn,
-      paid_member: paid_member
-    } do
-      conn = conn_with_oidc_user(conn)
-      {:ok, _view, html} = live(conn, "/members?paid_filter=paid")
-
-      # Only paid member should be visible
-      assert html =~ paid_member.first_name
-      # Filter badge should be visible
-      assert html =~ "badge"
-    end
-
-    test "invalid URL parameter is ignored", %{
-      conn: conn,
-      paid_member: paid_member,
-      unpaid_member: unpaid_member
-    } do
-      conn = conn_with_oidc_user(conn)
-      {:ok, _view, html} = live(conn, "/members?paid_filter=invalid_value")
-
-      # All members should be visible (filter not applied)
-      assert html =~ paid_member.first_name
-      assert html =~ unpaid_member.first_name
-    end
-
-    test "search maintains filter state", %{conn: conn} do
-      conn = conn_with_oidc_user(conn)
-      {:ok, view, _html} = live(conn, "/members?paid_filter=paid")
-
-      # Perform search
-      view
-      |> element("[data-testid='search-input']")
-      |> render_change(%{"query" => "test"})
-
-      # Filter state should be maintained in URL
-      path = assert_patch(view)
-      assert path =~ "paid_filter=paid"
-    end
-  end
-
-  describe "paid column in table" do
-    setup do
-      {:ok, paid_member} =
-        Mv.Membership.create_member(%{
-          first_name: "Paid",
-          last_name: "Member",
-          email: "paid.column@example.com",
-          paid: true
-        })
-
-      {:ok, unpaid_member} =
-        Mv.Membership.create_member(%{
-          first_name: "Unpaid",
-          last_name: "Member",
-          email: "unpaid.column@example.com",
-          paid: false
-        })
-
-      %{paid_member: paid_member, unpaid_member: unpaid_member}
-    end
-
-    test "paid column shows green badge for paid members", %{conn: conn} do
-      conn = conn_with_oidc_user(conn)
-      {:ok, _view, html} = live(conn, "/members")
-
-      # Check for success badge (green)
-      assert html =~ "badge-success"
-    end
-
-    test "paid column shows red badge for unpaid members", %{conn: conn} do
-      conn = conn_with_oidc_user(conn)
-      {:ok, _view, html} = live(conn, "/members")
-
-      # Check for error badge (red)
-      assert html =~ "badge-error"
-    end
-
-    test "paid column shows 'Yes' for paid members", %{conn: conn} do
-      conn = conn_with_oidc_user(conn)
-      Gettext.put_locale(MvWeb.Gettext, "en")
-      {:ok, _view, html} = live(conn, "/members")
-
-      # The table should contain "Yes" text inside badge
-      assert html =~ "badge-success"
-      assert html =~ "Yes"
-    end
-
-    test "paid column shows 'No' for unpaid members", %{conn: conn} do
-      conn = conn_with_oidc_user(conn)
-      Gettext.put_locale(MvWeb.Gettext, "en")
-      {:ok, _view, html} = live(conn, "/members")
-
-      # The table should contain "No" text inside badge
-      assert html =~ "badge-error"
-      assert html =~ "No"
+      # URL should contain both filter and show_current_cycle
+      assert path =~ "cycle_status_filter=paid"
+      assert path =~ "show_current_cycle=true"
     end
   end
 end

test/mv_web/member_live/membership_fee_integration_test.exs

@@ -0,0 +1,237 @@
+defmodule MvWeb.MemberLive.MembershipFeeIntegrationTest do
+  @moduledoc """
+  Integration tests for membership fee UI workflows.
+  """
+  use MvWeb.ConnCase, async: false
+
+  import Phoenix.LiveViewTest
+
+  alias Mv.Membership.Member
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.MembershipFees.MembershipFeeCycle
+
+  require Ash.Query
+
+  setup do
+    # Create admin user
+    {:ok, user} =
+      Mv.Accounts.User
+      |> Ash.Changeset.for_create(:register_with_password, %{
+        email: "admin#{System.unique_integer([:positive])}@mv.local",
+        password: "testpassword123"
+      })
+      |> Ash.create()
+
+    conn = conn_with_password_user(build_conn(), user)
+    %{conn: conn, user: user}
+  end
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "Member",
+      email: "test.member.#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  describe "end-to-end workflows" do
+    test "create type → assign to member → view cycles → change status", %{conn: conn} do
+      # Create type
+      fee_type = create_fee_type(%{name: "Regular", interval: :yearly})
+
+      # Assign to member
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      # View cycles
+      {:ok, view, html} = live(conn, "/members/#{member.id}")
+
+      assert html =~ "Membership Fees" || html =~ "Mitgliedsbeiträge"
+
+      # Get a cycle
+      cycles =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.read!()
+
+      if !Enum.empty?(cycles) do
+        cycle = List.first(cycles)
+
+        # Switch to Membership Fees tab
+        view
+        |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+        |> render_click()
+
+        # Change status
+        view
+        |> element("button[phx-click='mark_cycle_status'][phx-value-cycle_id='#{cycle.id}']")
+        |> render_click()
+
+        # Verify status changed
+        updated_cycle = Ash.read_one!(MembershipFeeCycle |> Ash.Query.filter(id == ^cycle.id))
+        assert updated_cycle.status == :paid
+      end
+    end
+
+    test "change member type → cycles regenerate", %{conn: conn} do
+      fee_type1 =
+        create_fee_type(%{name: "Type 1", interval: :yearly, amount: Decimal.new("50.00")})
+
+      fee_type2 =
+        create_fee_type(%{name: "Type 2", interval: :yearly, amount: Decimal.new("75.00")})
+
+      member = create_member(%{membership_fee_type_id: fee_type1.id})
+
+      # Change type
+      {:ok, view, _html} = live(conn, "/members/#{member.id}/edit")
+
+      view
+      |> form("#member-form", %{"member[membership_fee_type_id]" => fee_type2.id})
+      |> render_submit()
+
+      # Verify cycles regenerated with new amount
+      cycles =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.Query.filter(status == :unpaid)
+        |> Ash.read!()
+
+      # Future unpaid cycles should have new amount
+      Enum.each(cycles, fn cycle ->
+        if Date.compare(cycle.cycle_start, Date.utc_today()) != :lt do
+          assert Decimal.equal?(cycle.amount, fee_type2.amount)
+        end
+      end)
+    end
+
+    test "update settings → new members get default type", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+
+      # Update settings
+      {:ok, settings} = Mv.Membership.get_settings()
+
+      settings
+      |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
+        default_membership_fee_type_id: fee_type.id
+      })
+      |> Ash.update!()
+
+      # Create new member
+      {:ok, view, _html} = live(conn, "/members/new")
+
+      form_data = %{
+        "member[first_name]" => "New",
+        "member[last_name]" => "Member",
+        "member[email]" => "new#{System.unique_integer([:positive])}@example.com"
+      }
+
+      {:error, {:live_redirect, %{to: _to}}} =
+        view
+        |> form("#member-form", form_data)
+        |> render_submit()
+
+      # Verify member got default type
+      member =
+        Member
+        |> Ash.Query.filter(email == ^form_data["member[email]"])
+        |> Ash.read_one!()
+
+      assert member.membership_fee_type_id == fee_type.id
+    end
+
+    test "delete cycle → confirmation → cycle deleted", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      cycle =
+        MembershipFeeCycle
+        |> Ash.Changeset.for_create(:create, %{
+          cycle_start: ~D[2023-01-01],
+          amount: Decimal.new("50.00"),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id,
+          status: :unpaid
+        })
+        |> Ash.create!()
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}")
+
+      # Switch to Membership Fees tab
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      # Delete cycle with confirmation
+      view
+      |> element("button[phx-click='delete_cycle'][phx-value-cycle_id='#{cycle.id}']")
+      |> render_click()
+
+      # Confirm deletion
+      view
+      |> element("button[phx-click='confirm_delete_cycle'][phx-value-cycle_id='#{cycle.id}']")
+      |> render_click()
+
+      # Verify cycle deleted - Ash.read_one returns {:ok, nil} if not found
+      result = MembershipFeeCycle |> Ash.Query.filter(id == ^cycle.id) |> Ash.read_one()
+      assert result == {:ok, nil}
+    end
+
+    test "edit cycle amount → modal → amount updated", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      cycle =
+        MembershipFeeCycle
+        |> Ash.Changeset.for_create(:create, %{
+          cycle_start: ~D[2023-01-01],
+          amount: Decimal.new("50.00"),
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id,
+          status: :unpaid
+        })
+        |> Ash.create!()
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}")
+
+      # Switch to Membership Fees tab
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      # Open edit modal by clicking on the amount span
+      view
+      |> element("span[phx-click='edit_cycle_amount'][phx-value-cycle_id='#{cycle.id}']")
+      |> render_click()
+
+      # Update amount
+      view
+      |> form("form[phx-submit='save_cycle_amount']", %{"amount" => "75.00"})
+      |> render_submit()
+
+      # Verify amount updated
+      updated_cycle = Ash.read_one!(MembershipFeeCycle |> Ash.Query.filter(id == ^cycle.id))
+      assert updated_cycle.amount == Decimal.new("75.00")
+    end
+  end
+end

test/mv_web/member_live/show_membership_fees_test.exs

@@ -0,0 +1,270 @@
+defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
+  @moduledoc """
+  Tests for membership fees section in member detail view.
+  """
+  use MvWeb.ConnCase, async: false
+
+  import Phoenix.LiveViewTest
+
+  alias Mv.Membership.Member
+  alias Mv.MembershipFees.MembershipFeeType
+  alias Mv.MembershipFees.MembershipFeeCycle
+
+  require Ash.Query
+
+  setup %{conn: conn} do
+    # Create admin user
+    {:ok, user} =
+      Mv.Accounts.User
+      |> Ash.Changeset.for_create(:register_with_password, %{
+        email: "admin#{System.unique_integer([:positive])}@mv.local",
+        password: "testpassword123"
+      })
+      |> Ash.create()
+
+    conn = conn_with_password_user(conn, user)
+    %{conn: conn, user: user}
+  end
+
+  # Helper to create a membership fee type
+  defp create_fee_type(attrs) do
+    default_attrs = %{
+      name: "Test Fee Type #{System.unique_integer([:positive])}",
+      amount: Decimal.new("50.00"),
+      interval: :yearly
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeType
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a member
+  defp create_member(attrs) do
+    default_attrs = %{
+      first_name: "Test",
+      last_name: "Member",
+      email: "test.member.#{System.unique_integer([:positive])}@example.com"
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    Member
+    |> Ash.Changeset.for_create(:create_member, attrs)
+    |> Ash.create!()
+  end
+
+  # Helper to create a cycle
+  defp create_cycle(member, fee_type, attrs) do
+    # Delete any auto-generated cycles first to avoid conflicts
+    existing_cycles =
+      MembershipFeeCycle
+      |> Ash.Query.filter(member_id == ^member.id)
+      |> Ash.read!()
+
+    Enum.each(existing_cycles, fn cycle -> Ash.destroy!(cycle) end)
+
+    default_attrs = %{
+      cycle_start: ~D[2023-01-01],
+      amount: Decimal.new("50.00"),
+      member_id: member.id,
+      membership_fee_type_id: fee_type.id,
+      status: :unpaid
+    }
+
+    attrs = Map.merge(default_attrs, attrs)
+
+    MembershipFeeCycle
+    |> Ash.Changeset.for_create(:create, attrs)
+    |> Ash.create!()
+  end
+
+  describe "cycles table display" do
+    test "displays all cycles for member", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      _cycle1 = create_cycle(member, fee_type, %{cycle_start: ~D[2022-01-01], status: :paid})
+      _cycle2 = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}")
+
+      # Switch to membership fees tab
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      html = render(view)
+
+      # Should show cycles table
+      assert html =~ "Membership Fees" || html =~ "Mitgliedsbeiträge"
+      # Check for formatted cycle dates (e.g., "01.01.2022" or "2022")
+      assert html =~ "2022" || html =~ "2023" || html =~ "01.01.2022" || html =~ "01.01.2023"
+    end
+
+    test "table columns show correct data", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly, amount: Decimal.new("60.00")})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      create_cycle(member, fee_type, %{
+        cycle_start: ~D[2023-01-01],
+        amount: Decimal.new("60.00"),
+        status: :paid
+      })
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}")
+
+      # Switch to membership fees tab
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      html = render(view)
+
+      # Should show interval, amount, status
+      assert html =~ "Yearly" || html =~ "Jährlich"
+      assert html =~ "60" || html =~ "60,00"
+      assert html =~ "paid" || html =~ "bezahlt"
+    end
+  end
+
+  describe "membership fee type display" do
+    test "shows assigned membership fee type", %{conn: conn} do
+      yearly_type = create_fee_type(%{interval: :yearly, name: "Yearly Type"})
+      _monthly_type = create_fee_type(%{interval: :monthly, name: "Monthly Type"})
+
+      member = create_member(%{membership_fee_type_id: yearly_type.id})
+
+      {:ok, _view, html} = live(conn, "/members/#{member.id}")
+
+      # Should show yearly type name
+      assert html =~ "Yearly Type"
+    end
+
+    test "shows no type message when no type assigned", %{conn: conn} do
+      member = create_member(%{})
+
+      {:ok, _view, html} = live(conn, "/members/#{member.id}")
+
+      # Should show message about no type assigned
+      assert html =~ "No membership fee type assigned" || html =~ "No type"
+    end
+  end
+
+  describe "status change actions" do
+    test "mark as paid works", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      cycle = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}")
+
+      # Switch to membership fees tab
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      # Mark as paid
+      view
+      |> element(
+        "button[phx-click='mark_cycle_status'][phx-value-cycle_id='#{cycle.id}'][phx-value-status='paid']"
+      )
+      |> render_click()
+
+      # Verify cycle is now paid
+      updated_cycle = Ash.read_one!(MembershipFeeCycle |> Ash.Query.filter(id == ^cycle.id))
+      assert updated_cycle.status == :paid
+    end
+
+    test "mark as suspended works", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      cycle = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}")
+
+      # Switch to membership fees tab
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      # Mark as suspended
+      view
+      |> element(
+        "button[phx-click='mark_cycle_status'][phx-value-cycle_id='#{cycle.id}'][phx-value-status='suspended']"
+      )
+      |> render_click()
+
+      # Verify cycle is now suspended
+      updated_cycle = Ash.read_one!(MembershipFeeCycle |> Ash.Query.filter(id == ^cycle.id))
+      assert updated_cycle.status == :suspended
+    end
+
+    test "mark as unpaid works", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      cycle = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :paid})
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}")
+
+      # Switch to membership fees tab
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      # Mark as unpaid
+      view
+      |> element(
+        "button[phx-click='mark_cycle_status'][phx-value-cycle_id='#{cycle.id}'][phx-value-status='unpaid']"
+      )
+      |> render_click()
+
+      # Verify cycle is now unpaid
+      updated_cycle = Ash.read_one!(MembershipFeeCycle |> Ash.Query.filter(id == ^cycle.id))
+      assert updated_cycle.status == :unpaid
+    end
+  end
+
+  describe "cycle regeneration" do
+    test "manual regeneration button exists and can be clicked", %{conn: conn} do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = create_member(%{membership_fee_type_id: fee_type.id})
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}")
+
+      # Switch to membership fees tab
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      # Verify regenerate button exists
+      assert has_element?(view, "button[phx-click='regenerate_cycles']")
+
+      # Trigger regeneration (just verify it doesn't crash)
+      view
+      |> element("button[phx-click='regenerate_cycles']")
+      |> render_click()
+
+      # Verify the action completed without error
+      # (The actual cycle generation depends on many factors, so we just test the UI works)
+      assert render(view) =~ "Membership Fees" || render(view) =~ "Mitgliedsbeiträge"
+    end
+  end
+
+  describe "edge cases" do
+    test "handles members without membership fee type gracefully", %{conn: conn} do
+      # No fee type
+      member = create_member(%{})
+
+      {:ok, _view, html} = live(conn, "/members/#{member.id}")
+
+      # Should not crash
+      assert html =~ member.first_name
+    end
+  end
+end

test/mv_web/member_live/show_test.exs

@@ -0,0 +1,175 @@
+defmodule MvWeb.MemberLive.ShowTest do
+  @moduledoc """
+  Tests for the member show page.
+
+  Tests cover:
+  - Displaying member information
+  - Custom Fields section visibility (Issue #282 regression test)
+  - Custom field values formatting
+
+  ## Note on async: false
+  Tests use `async: false` (not `async: true`) to prevent PostgreSQL deadlocks
+  when creating members and custom fields concurrently. This is intentional and
+  documented here to avoid confusion in commit messages.
+  """
+  # async: false to prevent PostgreSQL deadlocks when creating members and custom fields
+  use MvWeb.ConnCase, async: false
+  import Phoenix.LiveViewTest
+  require Ash.Query
+  use Gettext, backend: MvWeb.Gettext
+
+  alias Mv.Membership.{CustomField, CustomFieldValue, Member}
+
+  setup do
+    # Create test member
+    {:ok, member} =
+      Member
+      |> Ash.Changeset.for_create(:create_member, %{
+        first_name: "Alice",
+        last_name: "Anderson",
+        email: "alice@example.com"
+      })
+      |> Ash.create()
+
+    %{member: member}
+  end
+
+  describe "custom fields section visibility (Issue #282)" do
+    test "displays Custom Fields section even when member has no custom field values", %{
+      conn: conn,
+      member: member
+    } do
+      # Create a custom field but no value for the member
+      {:ok, custom_field} =
+        CustomField
+        |> Ash.Changeset.for_create(:create, %{
+          name: "phone_mobile",
+          value_type: :string
+        })
+        |> Ash.create()
+
+      conn = conn_with_oidc_user(conn)
+      {:ok, _view, html} = live(conn, ~p"/members/#{member}")
+
+      # Custom Fields section should be visible
+      assert html =~ gettext("Custom Fields")
+
+      # Custom field label should be visible
+      assert html =~ custom_field.name
+
+      # Value should show placeholder for empty value
+      assert html =~ "—" or html =~ gettext("Not set")
+    end
+
+    test "displays Custom Fields section with multiple custom fields, some without values", %{
+      conn: conn,
+      member: member
+    } do
+      # Create multiple custom fields
+      {:ok, field1} =
+        CustomField
+        |> Ash.Changeset.for_create(:create, %{
+          name: "phone_mobile",
+          value_type: :string
+        })
+        |> Ash.create()
+
+      {:ok, field2} =
+        CustomField
+        |> Ash.Changeset.for_create(:create, %{
+          name: "membership_number",
+          value_type: :integer
+        })
+        |> Ash.create()
+
+      # Create value only for first field
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member.id,
+          custom_field_id: field1.id,
+          value: %{"_union_type" => "string", "_union_value" => "+49123456789"}
+        })
+        |> Ash.create()
+
+      conn = conn_with_oidc_user(conn)
+      {:ok, _view, html} = live(conn, ~p"/members/#{member}")
+
+      # Custom Fields section should be visible
+      assert html =~ gettext("Custom Fields")
+
+      # Both field labels should be visible
+      assert html =~ field1.name
+      assert html =~ field2.name
+
+      # First field should show value
+      assert html =~ "+49123456789"
+
+      # Second field should show placeholder
+      assert html =~ "—" or html =~ gettext("Not set")
+    end
+
+    test "does not display Custom Fields section when no custom fields exist", %{
+      conn: conn,
+      member: member
+    } do
+      conn = conn_with_oidc_user(conn)
+      {:ok, _view, html} = live(conn, ~p"/members/#{member}")
+
+      # Custom Fields section should NOT be visible
+      refute html =~ gettext("Custom Fields")
+    end
+  end
+
+  describe "custom field value formatting" do
+    test "formats string custom field values", %{conn: conn, member: member} do
+      {:ok, custom_field} =
+        CustomField
+        |> Ash.Changeset.for_create(:create, %{
+          name: "phone_mobile",
+          value_type: :string
+        })
+        |> Ash.create()
+
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member.id,
+          custom_field_id: custom_field.id,
+          value: %{"_union_type" => "string", "_union_value" => "+49123456789"}
+        })
+        |> Ash.create()
+
+      conn = conn_with_oidc_user(conn)
+      {:ok, _view, html} = live(conn, ~p"/members/#{member}")
+
+      assert html =~ "+49123456789"
+    end
+
+    test "formats email custom field values as mailto links", %{conn: conn, member: member} do
+      {:ok, custom_field} =
+        CustomField
+        |> Ash.Changeset.for_create(:create, %{
+          name: "private_email",
+          value_type: :email
+        })
+        |> Ash.create()
+
+      {:ok, _cfv} =
+        CustomFieldValue
+        |> Ash.Changeset.for_create(:create, %{
+          member_id: member.id,
+          custom_field_id: custom_field.id,
+          value: %{"_union_type" => "email", "_union_value" => "private@example.com"}
+        })
+        |> Ash.create()
+
+      conn = conn_with_oidc_user(conn)
+      {:ok, _view, html} = live(conn, ~p"/members/#{member}")
+
+      # Should contain mailto link
+      assert html =~ ~s(href="mailto:private@example.com")
+      assert html =~ "private@example.com"
+    end
+  end
+end

test/mv_web/user_live/form_test.exs

@@ -1,5 +1,6 @@
 defmodule MvWeb.UserLive.FormTest do
-  use MvWeb.ConnCase, async: true
+  # async: false to prevent PostgreSQL deadlocks when creating members and users
+  use MvWeb.ConnCase, async: false
   import Phoenix.LiveViewTest
 
   # Helper to setup authenticated connection and live view

test/seeds_test.exs

@@ -1,6 +1,8 @@
 defmodule Mv.SeedsTest do
   use Mv.DataCase, async: false
 
+  require Ash.Query
+
   describe "Seeds script" do
     test "runs successfully without errors" do
       # Run the seeds script - should not raise any errors
@@ -11,9 +13,9 @@ defmodule Mv.SeedsTest do
       {:ok, members} = Ash.read(Mv.Membership.Member)
       {:ok, custom_fields} = Ash.read(Mv.Membership.CustomField)
 
-      assert length(users) > 0, "Seeds should create at least one user"
-      assert length(members) > 0, "Seeds should create at least one member"
-      assert length(custom_fields) > 0, "Seeds should create at least one custom field"
+      assert not Enum.empty?(users), "Seeds should create at least one user"
+      assert not Enum.empty?(members), "Seeds should create at least one member"
+      assert not Enum.empty?(custom_fields), "Seeds should create at least one custom field"
     end
 
     test "can be run multiple times (idempotent)" do
@@ -42,5 +44,76 @@ defmodule Mv.SeedsTest do
       assert length(custom_fields_count_1) == length(custom_fields_count_2),
              "CustomFields count should remain same after re-running seeds"
     end
+
+    test "at least one member has no membership fee type assigned" do
+      # Run the seeds script
+      assert Code.eval_file("priv/repo/seeds.exs")
+
+      # Get all members
+      {:ok, members} = Ash.read(Mv.Membership.Member)
+
+      # At least one member should have no membership_fee_type_id
+      members_without_fee_type =
+        Enum.filter(members, fn member -> member.membership_fee_type_id == nil end)
+
+      assert not Enum.empty?(members_without_fee_type),
+             "At least one member should have no membership fee type assigned"
+    end
+
+    test "each membership fee type has at least one member" do
+      # Run the seeds script
+      assert Code.eval_file("priv/repo/seeds.exs")
+
+      # Get all fee types and members
+      {:ok, fee_types} = Ash.read(Mv.MembershipFees.MembershipFeeType)
+      {:ok, members} = Ash.read(Mv.Membership.Member)
+
+      # Group members by fee type (excluding nil)
+      members_by_fee_type =
+        members
+        |> Enum.filter(&(&1.membership_fee_type_id != nil))
+        |> Enum.group_by(& &1.membership_fee_type_id)
+
+      # Each fee type should have at least one member
+      Enum.each(fee_types, fn fee_type ->
+        members_for_type = Map.get(members_by_fee_type, fee_type.id, [])
+
+        assert not Enum.empty?(members_for_type),
+               "Membership fee type #{fee_type.name} should have at least one member assigned"
+      end)
+    end
+
+    test "members with fee types have cycles with various statuses" do
+      # Run the seeds script
+      assert Code.eval_file("priv/repo/seeds.exs")
+
+      # Get all members with fee types
+      {:ok, members} = Ash.read(Mv.Membership.Member)
+
+      members_with_fee_types =
+        members
+        |> Enum.filter(&(&1.membership_fee_type_id != nil))
+
+      # At least one member should have cycles
+      assert not Enum.empty?(members_with_fee_types),
+             "At least one member should have a membership fee type"
+
+      # Check that cycles exist and have various statuses
+      all_cycle_statuses =
+        members_with_fee_types
+        |> Enum.flat_map(fn member ->
+          Mv.MembershipFees.MembershipFeeCycle
+          |> Ash.Query.filter(member_id == ^member.id)
+          |> Ash.read!()
+        end)
+        |> Enum.map(& &1.status)
+
+      # At least one cycle should be paid
+      assert :paid in all_cycle_statuses, "At least one cycle should be paid"
+      # At least one cycle should be unpaid
+      assert :unpaid in all_cycle_statuses, "At least one cycle should be unpaid"
+      # At least one cycle should be suspended
+      assert :suspended in all_cycle_statuses, "At least one cycle should be suspended"
+    end
   end
 end