chore(deps): update renovate/renovate docker tag to v42.73

Reviewed-on: #319

.drone.yml

@@ -166,7 +166,7 @@ environment:
 
 steps:
   - name: renovate
-    image: renovate/renovate:42.72
+    image: renovate/renovate:42.73
     environment:
       RENOVATE_CONFIG_FILE: "renovate_backend_config.js"
       RENOVATE_TOKEN:

docs/csv-member-import-v1.md

@@ -0,0 +1,666 @@
+# CSV Member Import v1 - Implementation Plan
+
+**Version:** 1.0  
+**Date:** 2025-01-XX  
+**Status:** Ready for Implementation  
+**Related Documents:**
+- [Feature Roadmap](./feature-roadmap.md) - Overall feature planning
+
+---
+
+## Table of Contents
+
+- [Overview & Scope](#overview--scope)
+- [UX Flow](#ux-flow)
+- [CSV Specification](#csv-specification)
+- [Technical Design Notes](#technical-design-notes)
+- [Implementation Issues](#implementation-issues)
+- [Rollout & Risks](#rollout--risks)
+
+---
+
+## Overview & Scope
+
+### What We're Building
+
+A **basic CSV member import feature** that allows administrators to upload a CSV file and import new members into the system. This is a **v1 minimal implementation** focused on establishing the import structure without advanced features.
+
+**Core Functionality (v1 Minimal):**
+- Upload CSV file via LiveView file upload
+- Parse CSV with bilingual header support for core member fields (English/German)
+- Auto-detect delimiter (`;` or `,`) using header recognition
+- Map CSV columns to core member fields (`first_name`, `last_name`, `email`, `street`, `postal_code`, `city`)
+- **Import custom field values** - Map CSV columns to existing custom fields by name (unknown custom field columns will be ignored with a warning)
+- Validate each row (required field: `email`)
+- Create members via Ash resource (one-by-one, **no background jobs**, processed in chunks of 200 rows via LiveView messages)
+- Display import results: success count, error count, and error details
+- Provide static CSV templates (EN/DE)
+
+**Key Constraints (v1):**
+- ✅ **Admin-only feature**
+- ✅ **No upsert** (create only)
+- ✅ **No deduplication** (duplicate emails fail and show as errors)
+- ✅ **No mapping wizard** (fixed header mapping via bilingual variants)
+- ✅ **No background jobs** (progress via LiveView `handle_info`)
+- ✅ **Best-effort import** (row-by-row, no rollback)
+- ✅ **UI-only error display** (no error CSV export)
+- ✅ **Safety limits** (10 MB, 1,000 rows, chunks of 200)
+
+### Out of Scope (v1)
+
+**Deferred to Future Versions:**
+- ❌ Upsert/update existing members
+- ❌ Advanced deduplication strategies
+- ❌ Column mapping wizard UI
+- ❌ Background job processing (Oban/GenStage)
+- ❌ Transactional all-or-nothing import
+- ❌ Error CSV export/download
+- ❌ Batch validation preview before import
+- ❌ Dynamic template generation
+- ❌ Import history/audit log
+- ❌ Import templates for other entities
+
+---
+
+## UX Flow
+
+### Access & Location
+
+**Entry Point:**
+- **Location:** Global Settings page (`/settings`)
+- **UI Element:** New section "Import Members (CSV)" below "Custom Fields" section
+- **Access Control:** Admin-only (enforced at LiveView event level, not entire `/settings` route)
+
+### User Journey
+
+1. **Navigate to Global Settings**
+2. **Access Import Section**
+   - **Important notice:** Custom fields should be created in Mila before importing CSV files with custom field columns (unknown columns will be ignored with a warning)
+   - Upload area (drag & drop or file picker)
+   - Template download links (English / German)
+   - Help text explaining CSV format and custom field requirements
+3. **Ensure Custom Fields Exist (if importing custom fields)**
+   - Navigate to Custom Fields section and create required custom fields
+   - Note the name/identifier for each custom field (used as CSV header)
+4. **Download Template (Optional)**
+5. **Prepare CSV File**
+   - Include custom field columns using the custom field name as header (e.g., `membership_number`, `birth_date`)
+6. **Upload CSV**
+7. **Start Import**
+   - Runs server-side via LiveView messages (may take up to ~30 seconds for large files)
+   - Warning messages if custom field columns reference non-existent custom fields (columns will be ignored)
+8. **View Results**
+   - Success count
+   - Error count
+   - First 50 errors, each with:
+     - **CSV line number** (header is line 1, first data record begins at line 2)
+     - Error message
+     - Field name (if applicable)
+
+### Error Handling
+
+- **File too large:** Flash error before upload starts
+- **Too many rows:** Flash error before import starts
+- **Invalid CSV format:** Error shown in results
+- **Partial success:** Results show both success and error counts
+
+---
+
+## CSV Specification
+
+### Delimiter
+
+**Recommended:** Semicolon (`;`)  
+**Supported:** `;` and `,`
+
+**Auto-Detection (Header Recognition):**
+- Remove UTF-8 BOM *first*
+- Extract header record and try parsing with both delimiters
+- For each delimiter, count how many recognized headers are present (via normalized variants)
+- Choose delimiter with higher recognition; prefer `;` if tied
+- If neither yields recognized headers, default to `;`
+
+### Quoting Rules
+
+- Fields may be quoted with double quotes (`"`)
+- Escaped quotes: `""` inside quoted field represents a single `"`
+- **v1 assumption:** CSV records do **not** contain embedded newlines inside quoted fields. (If they do, parsing may fail or line numbers may be inaccurate.)
+
+### Column Headers
+
+**v1 Supported Fields:**
+
+**Core Member Fields:**
+- `first_name` / `Vorname` (optional)
+- `last_name` / `Nachname` (optional)
+- `email` / `E-Mail` (required)
+- `street` / `Straße` (optional)
+- `postal_code` / `PLZ` / `Postleitzahl` (optional)
+- `city` / `Stadt` (optional)
+
+**Custom Fields:**
+- Any custom field column using the custom field's **name** as the header (e.g., `membership_number`, `birth_date`)
+- **Important:** Custom fields must be created in Mila before importing. The CSV header must match the custom field name exactly (same normalization as member fields).
+- **Behavior:** If the CSV contains custom field columns that don't exist in Mila, a warning message will be shown and those columns will be ignored during import.
+
+**Member Field Header Mapping:**
+
+| Canonical Field | English Variants | German Variants |
+|---|---|---|
+| `first_name` | `first_name`, `firstname` | `Vorname`, `vorname` |
+| `last_name` | `last_name`, `lastname`, `surname` | `Nachname`, `nachname`, `Familienname` |
+| `email` | `email`, `e-mail`, `e_mail` | `E-Mail`, `e-mail`, `e_mail` |
+| `street` | `street`, `address` | `Straße`, `strasse`, `Strasse` |
+| `postal_code` | `postal_code`, `zip`, `postcode` | `PLZ`, `plz`, `Postleitzahl`, `postleitzahl` |
+| `city` | `city`, `town` | `Stadt`, `stadt`, `Ort` |
+
+**Header Normalization (used consistently for both input headers AND mapping variants):**
+- Trim whitespace
+- Convert to lowercase
+- Normalize Unicode: `ß` → `ss` (e.g., `Straße` → `strasse`)
+- Replace hyphens/whitespace with underscores: `E-Mail` → `e_mail`, `phone number` → `phone_number`
+- Collapse multiple underscores: `e__mail` → `e_mail`
+- Case-insensitive matching
+
+**Unknown columns:** ignored (no error)
+
+**Required fields:** `email`
+
+**Custom Field Columns:**
+- Custom field columns are identified by matching the normalized CSV header to the custom field `name` (not slug)
+- Same normalization rules apply as for member fields (trim, lowercase, Unicode normalization, underscore replacement)
+- Unknown custom field columns (non-existent names) will be ignored with a warning message
+
+### CSV Template Files
+
+**Location:**
+- `priv/static/templates/member_import_en.csv`
+- `priv/static/templates/member_import_de.csv`
+
+**Content:**
+- Header row with required + common optional fields
+- **Note:** Custom field columns are not included in templates by default (users add them based on their custom field configuration)
+- One example row
+- Uses semicolon delimiter (`;`)
+- UTF-8 encoding **with BOM** (Excel compatibility)
+
+**Template Access:**
+- Templates are static files in `priv/static/templates/`
+- Served at:
+  - `/templates/member_import_en.csv`
+  - `/templates/member_import_de.csv`
+- In LiveView, link them using Phoenix static path helpers (e.g. `~p` or `Routes.static_path/2`, depending on Phoenix version).
+
+### File Limits
+
+- **Max file size:** 10 MB
+- **Max rows:** 1,000 rows (excluding header)
+- **Processing:** chunks of 200 (via LiveView messages)
+- **Encoding:** UTF-8 (BOM handled)
+
+---
+
+## Technical Design Notes
+
+### Architecture Overview
+
+```
+┌─────────────────┐
+│  LiveView UI    │  (GlobalSettingsLive or component)
+│  - Upload area  │
+│  - Progress     │
+│  - Results      │
+└────────┬────────┘
+         │ prepare
+         ▼
+┌─────────────────────────────┐
+│ Import Service              │  (Mv.Membership.Import.MemberCSV)
+│ - parse + map + limit checks│  -> returns import_state
+│ - process_chunk(chunk)      │  -> returns chunk results
+└────────┬────────────────────┘
+         │ create
+         ▼
+┌─────────────────┐
+│  Ash Resource   │  (Mv.Membership.Member)
+│  - Create       │
+└─────────────────┘
+```
+
+### Technology Stack
+
+- **Phoenix LiveView:** file upload via `allow_upload/3`
+- **NimbleCSV:** CSV parsing (add explicit dependency if missing)
+- **Ash Resource:** member creation via `Membership.create_member/1`
+- **Gettext:** bilingual UI/error messages
+
+### Module Structure
+
+**New Modules:**
+- `lib/mv/membership/import/member_csv.ex` - import orchestration + chunk processing + custom field handling
+- `lib/mv/membership/import/csv_parser.ex` - delimiter detection + parsing + BOM handling
+- `lib/mv/membership/import/header_mapper.ex` - normalization + header mapping (core fields + custom fields)
+
+**Modified Modules:**
+- `lib/mv_web/live/global_settings_live.ex` - render import section, handle upload/events/messages
+
+### Data Flow
+
+1. **Upload:** LiveView receives file via `allow_upload`
+2. **Consume:** `consume_uploaded_entries/3` reads file content
+3. **Prepare:** `MemberCSV.prepare/2`
+   - Strip BOM
+   - Detect delimiter (header recognition)
+   - Parse header + rows
+   - Map headers to canonical fields (core member fields)
+   - **Query existing custom fields and map custom field columns by name** (using same normalization as member fields)
+   - **Warn about unknown custom field columns** (non-existent names will be ignored with warning)
+   - Early abort if required headers missing
+   - Row count check
+   - Return `import_state` containing chunks, column_map, and custom_field_map
+4. **Process:** LiveView drives chunk processing via `handle_info`
+   - For each chunk: validate + create member + create custom field values + collect errors
+5. **Results:** LiveView shows progress + final summary
+
+### Types & Key Consistency
+
+- **Raw CSV parsing:** returns headers as list of strings, and rows **with csv line numbers**
+- **Header mapping:** operates on normalized strings; mapping table variants are normalized once
+- **Ash attrs:** built as atom-keyed map (`%{first_name: ..., ...}`)
+
+### Error Model
+
+```elixir
+%{
+  csv_line_number: 5,       # physical line number in the CSV file
+  field: :email,            # optional
+  message: "is not a valid email"
+}
+```
+
+### CSV Line Numbers (Important)
+
+To keep error reporting user-friendly and accurate, **row errors must reference the physical line number in the original file**, even if empty lines are skipped.
+
+**Design decision:** the parser returns rows as:
+
+```elixir
+rows :: [{csv_line_number :: pos_integer(), row_map :: map()}]
+```
+
+Downstream logic must **not** recompute line numbers from row indexes.
+
+### Authorization
+
+**Enforcement points:**
+1. **LiveView event level:** check admin permission in `handle_event("start_import", ...)`
+2. **UI level:** render import section only for admin users
+3. **Static templates:** public assets (no authorization needed)
+
+Use `Mv.Authorization.PermissionSets` (preferred) instead of hard-coded string checks where possible.
+
+### Safety Limits
+
+- File size enforced by `allow_upload` (`max_file_size`)
+- Row count enforced in `MemberCSV.prepare/2` before processing starts
+- Chunking is done via **LiveView `handle_info` loop** (sequential, cooperative scheduling)
+
+---
+
+## Implementation Issues
+
+### Issue #1: CSV Specification & Static Template Files
+
+**Dependencies:** None
+
+**Goal:** Define CSV contract and add static templates.
+
+**Tasks:**
+- [ ] Finalize header mapping variants
+- [ ] Document normalization rules
+- [ ] Document delimiter detection strategy
+- [ ] Create templates in `priv/static/templates/` (UTF-8 with BOM)
+- [ ] Document template URLs and how to link them from LiveView
+- [ ] Document line number semantics (physical CSV line numbers)
+
+**Definition of Done:**
+- [ ] Templates open cleanly in Excel/LibreOffice
+- [ ] CSV spec section complete
+
+---
+
+### Issue #2: Import Service Module Skeleton
+
+**Dependencies:** None
+
+**Goal:** Create service API and error types.
+
+**API (recommended):**
+- `prepare/2` — parse + map + limit checks, returns import_state
+- `process_chunk/3` — process one chunk (pure-ish), returns per-chunk results
+
+**Tasks:**
+- [ ] Create `lib/mv/membership/import/member_csv.ex`
+- [ ] Define public function: `prepare/2 (file_content, opts \\ [])`
+- [ ] Define public function: `process_chunk/3 (chunk_rows_with_lines, column_map, opts \\ [])`
+- [ ] Define error struct: `%MemberCSV.Error{csv_line_number: integer, field: atom | nil, message: String.t}`
+- [ ] Document module + API
+
+---
+
+### Issue #3: CSV Parsing + Delimiter Auto-Detection + BOM Handling
+
+**Dependencies:** Issue #2
+
+**Goal:** Parse CSV robustly with correct delimiter detection and BOM handling.
+
+**Tasks:**
+- [ ] Verify/add NimbleCSV dependency (`{:nimble_csv, "~> 1.0"}`)
+- [ ] Create `lib/mv/membership/import/csv_parser.ex`
+- [ ] Implement `strip_bom/1` and apply it **before** any header handling
+- [ ] Handle `\r\n` and `\n` line endings (trim `\r` on header record)
+- [ ] Detect delimiter via header recognition (try `;` and `,`)
+- [ ] Parse CSV and return:
+  - `headers :: [String.t()]`
+  - `rows :: [{csv_line_number, [String.t()]}]` or directly `[{csv_line_number, row_map}]`
+- [ ] Skip completely empty records (but preserve correct physical line numbers)
+- [ ] Return `{:ok, headers, rows}` or `{:error, reason}`
+
+**Definition of Done:**
+- [ ] BOM handling works (Excel exports)
+- [ ] Delimiter detection works reliably
+- [ ] Rows carry correct `csv_line_number`
+
+---
+
+### Issue #4: Header Normalization + Per-Header Mapping (No Language Detection)
+
+**Dependencies:** Issue #3
+
+**Goal:** Map each header individually to canonical fields (normalized comparison).
+
+**Tasks:**
+- [ ] Create `lib/mv/membership/import/header_mapper.ex`
+- [ ] Implement `normalize_header/1`
+- [ ] Normalize mapping variants once and compare normalized strings
+- [ ] Build `column_map` (canonical field -> column index)
+- [ ] **Early abort if required headers missing** (`email`)
+- [ ] Ignore unknown columns (member fields only)
+- [ ] **Separate custom field column detection** (by name, with normalization)
+
+**Definition of Done:**
+- [ ] English/German headers map correctly
+- [ ] Missing required columns fails fast
+
+---
+
+### Issue #5: Validation (Required Fields) + Error Formatting
+
+**Dependencies:** Issue #4
+
+**Goal:** Validate each row and return structured, translatable errors.
+
+**Tasks:**
+- [ ] Implement `validate_row/3 (row_map, csv_line_number, opts)`
+- [ ] Required field presence (`email`)
+- [ ] Email format validation (EctoCommons.EmailValidator)
+- [ ] Trim values before validation
+- [ ] Gettext-backed error messages
+
+---
+
+### Issue #6: Persistence via Ash Create + Per-Row Error Capture (Chunked Processing)
+
+**Dependencies:** Issue #5
+
+**Goal:** Create members and capture errors per row with correct CSV line numbers.
+
+**Tasks:**
+- [ ] Implement `process_chunk/3` in service:
+  - Input: `[{csv_line_number, row_map}]`
+  - Validate + create sequentially
+  - Collect counts + first 50 errors (per import overall; LiveView enforces cap across chunks)
+- [ ] Implement Ash error formatter helper:
+  - Convert `Ash.Error.Invalid` into `%MemberCSV.Error{}`
+  - Prefer field-level errors where possible (attach `field` atom)
+  - Handle unique email constraint error as user-friendly message
+- [ ] Map row_map to Ash attrs (`%{first_name: ..., ...}`)
+
+**Important:** **Do not recompute line numbers** in this layer—use the ones provided by the parser.
+
+---
+
+### Issue #7: Admin Global Settings LiveView UI (Upload + Start Import + Results + Template Links)
+
+**Dependencies:** Issue #6
+
+**Goal:** UI section with upload, progress, results, and template links.
+
+**Tasks:**
+- [ ] Render import section only for admins
+- [ ] **Add prominent UI notice about custom fields:**
+  - Display alert/info box: "Custom fields must be created in Mila before importing CSV files with custom field columns"
+  - Explain: "Use the custom field name as the CSV column header (same normalization as member fields applies)"
+  - Add link to custom fields management section
+- [ ] Configure `allow_upload/3`:
+  - `.csv` only, `max_entries: 1`, `max_file_size: 10MB`, `auto_upload: false`
+- [ ] `handle_event("start_import", ...)`:
+  - Admin permission check
+  - Consume upload -> read file content
+  - Call `MemberCSV.prepare/2`
+  - Store `import_state` in assigns (chunks + column_map + metadata)
+  - Initialize progress assigns
+  - `send(self(), {:process_chunk, 0})`
+- [ ] `handle_info({:process_chunk, idx}, socket)`:
+  - Fetch chunk from `import_state`
+  - Call `MemberCSV.process_chunk/3`
+  - Merge counts/errors into progress assigns (cap errors at 50 overall)
+  - Schedule next chunk (or finish and show results)
+- [ ] Results UI:
+  - Success count
+  - Failure count
+  - Error list (line number + message + field)
+  - **Warning messages for unknown custom field columns** (non-existent names) shown in results
+
+**Template links:**
+- Link `/templates/member_import_en.csv` and `/templates/member_import_de.csv` via Phoenix static path helpers.
+
+---
+
+### Issue #8: Authorization + Limits
+
+**Dependencies:** None (can be parallelized)
+
+**Goal:** Ensure admin-only access and enforce limits.
+
+**Tasks:**
+- [ ] Admin check in start import event handler
+- [ ] File size enforced in upload config
+- [ ] Row limit enforced in `MemberCSV.prepare/2` (max_rows from config)
+- [ ] Configuration:
+  ```elixir
+  config :mv, csv_import: [
+    max_file_size_mb: 10,
+    max_rows: 1000
+  ]
+  ```
+
+---
+
+### Issue #9: End-to-End LiveView Tests + Fixtures
+
+**Dependencies:** Issue #7 and #8
+
+**Tasks:**
+- [ ] Fixtures:
+  - valid EN/DE (core fields only)
+  - valid with custom fields
+  - invalid
+  - unknown custom field name (non-existent, should show warning)
+  - too many rows (1,001)
+  - BOM + `;` delimiter fixture
+  - fixture with empty line(s) to validate correct line numbers
+- [ ] LiveView tests:
+  - admin sees section, non-admin does not
+  - upload + start import
+  - success + error rendering
+  - row limit + file size errors
+  - custom field import success
+  - custom field import warning (non-existent name, column ignored)
+
+---
+
+### Issue #10: Documentation Polish (Inline Help Text + Docs)
+
+**Dependencies:** Issue #9
+
+**Tasks:**
+- [ ] UI help text + translations
+- [ ] CHANGELOG entry
+- [ ] Ensure moduledocs/docs
+
+---
+
+### Issue #11: Custom Field Import
+
+**Dependencies:** Issue #6 (Persistence)
+
+**Priority:** High (Core v1 Feature)
+
+**Goal:** Support importing custom field values from CSV columns. Custom fields should exist in Mila before import for best results.
+
+**Important Requirements:**
+- **Custom fields should be created in Mila first** - Unknown custom field columns will be ignored with a warning message
+- CSV headers for custom fields must match the custom field **name** exactly (same normalization as member fields applies)
+- Custom field values are validated according to the custom field type (string, integer, boolean, date, email)
+- Unknown custom field columns (non-existent names) will be ignored with a warning - import continues
+
+**Tasks:**
+- [ ] Extend `header_mapper.ex` to detect custom field columns by name (using same normalization as member fields)
+- [ ] Query existing custom fields during `prepare/2` to map custom field columns
+- [ ] Collect unknown custom field columns and add warning messages (don't fail import)
+- [ ] Map custom field CSV values to `CustomFieldValue` creation in `process_chunk/3`
+- [ ] Handle custom field type validation (string, integer, boolean, date, email)
+- [ ] Create `CustomFieldValue` records linked to members during import
+- [ ] Update error messages to include custom field validation errors
+- [ ] Add UI help text explaining custom field requirements:
+  - "Custom fields must be created in Mila before importing"
+  - "Use the custom field name as the CSV column header (same normalization as member fields)"
+  - Link to custom fields management section
+- [ ] Update CSV templates documentation to explain custom field columns
+- [ ] Add tests for custom field import (valid, invalid name, type validation, warning for unknown)
+
+**Definition of Done:**
+- [ ] Custom field columns are recognized by name (with normalization)
+- [ ] Warning messages shown for unknown custom field columns (import continues)
+- [ ] Custom field values are created and linked to members
+- [ ] Type validation works for all custom field types
+- [ ] UI clearly explains custom field requirements
+- [ ] Tests cover custom field import scenarios (including warning for unknown names)
+
+---
+
+## Rollout & Risks
+
+### Rollout Strategy
+- Dev → Staging → Production (with anonymized real-world CSV tests)
+
+### Risks & Mitigations
+
+| Risk | Impact | Likelihood | Mitigation |
+|---|---:|---:|---|
+| Large import timeout | High | Medium | 10 MB + 1,000 rows, chunking via `handle_info` |
+| Encoding issues | Medium | Medium | BOM stripping, templates with BOM |
+| Invalid CSV format | Medium | High | Clear errors + templates |
+| Duplicate emails | Low | High | Ash constraint error -> user-friendly message |
+| Performance (no background jobs) | Medium | Low | Small limits, sequential chunk processing |
+| Admin access bypass | High | Low | Event-level auth + UI hiding |
+| Data corruption | High | Low | Per-row validation + best-effort |
+
+---
+
+## Appendix
+
+### Module File Structure
+
+```
+lib/
+├── mv/
+│   └── membership/
+│       └── import/
+│           ├── member_csv.ex          # prepare + process_chunk
+│           ├── csv_parser.ex          # delimiter detection + parsing + BOM handling
+│           └── header_mapper.ex       # normalization + header mapping
+└── mv_web/
+    └── live/
+        └── global_settings_live.ex    # add import section + LV message loop
+
+priv/
+└── static/
+    └── templates/
+        ├── member_import_en.csv
+        └── member_import_de.csv
+
+test/
+├── mv/
+│   └── membership/
+│       └── import/
+│           ├── member_csv_test.exs
+│           ├── csv_parser_test.exs
+│           └── header_mapper_test.exs
+└── fixtures/
+    ├── member_import_en.csv
+    ├── member_import_de.csv
+    ├── member_import_invalid.csv
+    ├── member_import_large.csv
+    └── member_import_empty_lines.csv
+```
+
+### Example Usage (LiveView)
+
+```elixir
+def handle_event("start_import", _params, socket) do
+  assert_admin!(socket.assigns.current_user)
+
+  [{_name, content}] =
+    consume_uploaded_entries(socket, :csv_file, fn %{path: path}, _entry ->
+      {:ok, File.read!(path)}
+    end)
+
+  case Mv.Membership.Import.MemberCSV.prepare(content) do
+    {:ok, import_state} ->
+      socket =
+        socket
+        |> assign(:import_state, import_state)
+        |> assign(:import_progress, %{processed: 0, inserted: 0, failed: 0, errors: []})
+        |> assign(:importing?, true)
+
+      send(self(), {:process_chunk, 0})
+      {:noreply, socket}
+
+    {:error, reason} ->
+      {:noreply, put_flash(socket, :error, reason)}
+  end
+end
+
+def handle_info({:process_chunk, idx}, socket) do
+  %{chunks: chunks, column_map: column_map} = socket.assigns.import_state
+
+  case Enum.at(chunks, idx) do
+    nil ->
+      {:noreply, assign(socket, importing?: false)}
+
+    chunk_rows_with_lines ->
+      {:ok, chunk_result} =
+        Mv.Membership.Import.MemberCSV.process_chunk(chunk_rows_with_lines, column_map)
+
+      socket = merge_progress(socket, chunk_result) # caps errors at 50 overall
+
+      send(self(), {:process_chunk, idx + 1})
+      {:noreply, socket}
+  end
+end
+```
+
+---
+
+**End of Implementation Plan**

lib/membership/member.ex

@@ -5,7 +5,7 @@ defmodule Mv.Membership.Member do
   ## Overview
   Members are the core entity in the membership management system. Each member
   can have:
-  - Personal information (name, email, phone, address)
+  - Personal information (name, email, address)
   - Optional link to a User account (1:1 relationship)
   - Dynamic custom field values via CustomField system
   - Full-text searchable profile
@@ -20,9 +20,8 @@ defmodule Mv.Membership.Member do
   - `has_one :user` - Optional authentication account link
 
   ## Validations
-  - Required: first_name, last_name, email
+  - Required: email (all other fields are optional)
   - Email format validation (using EctoCommons.EmailValidator)
-  - Phone number format: international format with 6-20 digits
   - Postal code format: exactly 5 digits (German format)
   - Date validations: join_date not in future, exit_date after join_date
   - Email uniqueness: prevents conflicts with unlinked users
@@ -31,7 +30,7 @@ defmodule Mv.Membership.Member do
   Members have a `search_vector` attribute (tsvector) that is automatically
   updated via database trigger. Search includes name, email, notes, contact fields,
   and all custom field values. Custom field values are automatically included in
-  the search vector with weight 'C' (same as phone_number, city, etc.).
+  the search vector with weight 'C' (same as city, etc.).
   """
   use Ash.Resource,
     domain: Mv.Membership,
@@ -343,9 +342,7 @@ defmodule Mv.Membership.Member do
   validations do
     # Required fields are covered by allow_nil? false
 
-    # First name and last name must not be empty
+    # Email is required
-    validate present(:first_name)
-    validate present(:last_name)
     validate present(:email)
 
     # Email uniqueness check for all actions that change the email attribute
@@ -396,11 +393,6 @@ defmodule Mv.Membership.Member do
       where: [present([:join_date, :exit_date])],
       message: "cannot be before join date"
 
-    # Phone number format (only if set)
-    validate match(:phone_number, ~r/^\+?[0-9\- ]{6,20}$/),
-      where: [present(:phone_number)],
-      message: "is not a valid phone number"
-
     # Postal code format (only if set)
     validate match(:postal_code, ~r/^\d{5}$/),
       where: [present(:postal_code)],
@@ -453,12 +445,12 @@ defmodule Mv.Membership.Member do
     uuid_v7_primary_key :id
 
     attribute :first_name, :string do
-      allow_nil? false
+      allow_nil? true
       constraints min_length: 1
     end
 
     attribute :last_name, :string do
-      allow_nil? false
+      allow_nil? true
       constraints min_length: 1
     end
 
@@ -474,10 +466,6 @@ defmodule Mv.Membership.Member do
       constraints min_length: 5, max_length: 254
     end
 
-    attribute :phone_number, :string do
-      allow_nil? true
-    end
-
     attribute :join_date, :date do
       allow_nil? true
     end
@@ -1073,7 +1061,6 @@ defmodule Mv.Membership.Member do
     expr(
       contains(postal_code, ^query) or
         contains(house_number, ^query) or
-        contains(phone_number, ^query) or
         contains(email, ^query) or
         contains(city, ^query)
     )

lib/mv/constants.ex

@@ -7,7 +7,6 @@ defmodule Mv.Constants do
     :first_name,
     :last_name,
     :email,
-    :phone_number,
     :join_date,
     :exit_date,
     :notes,

lib/mv_web/helpers/member_helpers.ex

@@ -0,0 +1,64 @@
+defmodule MvWeb.Helpers.MemberHelpers do
+  @moduledoc """
+  Helper functions for member-related operations in the web layer.
+
+  Provides utilities for formatting and displaying member information.
+  """
+
+  alias Mv.Membership.Member
+
+  @doc """
+  Returns a display name for a member.
+
+  Combines first_name and last_name if available, otherwise falls back to email.
+  This ensures that members without names still have a meaningful display name.
+
+  ## Examples
+
+      iex> member = %Member{first_name: "John", last_name: "Doe", email: "john@example.com"}
+      iex> MvWeb.Helpers.MemberHelpers.display_name(member)
+      "John Doe"
+
+      iex> member = %Member{first_name: nil, last_name: nil, email: "john@example.com"}
+      iex> MvWeb.Helpers.MemberHelpers.display_name(member)
+      "john@example.com"
+
+      iex> member = %Member{first_name: "John", last_name: nil, email: "john@example.com"}
+      iex> MvWeb.Helpers.MemberHelpers.display_name(member)
+      "John"
+  """
+  def display_name(%Member{} = member) do
+    name_parts =
+      [member.first_name, member.last_name]
+      |> Enum.reject(&blank?/1)
+      |> Enum.map_join(" ", &String.trim/1)
+
+    if name_parts == "" do
+      member.email
+    else
+      name_parts
+    end
+  end
+
+  @doc """
+  Checks if a value is blank (nil, empty string, or only whitespace).
+
+  ## Examples
+
+      iex> MvWeb.Helpers.MemberHelpers.blank?(nil)
+      true
+
+      iex> MvWeb.Helpers.MemberHelpers.blank?("")
+      true
+
+      iex> MvWeb.Helpers.MemberHelpers.blank?("   ")
+      true
+
+      iex> MvWeb.Helpers.MemberHelpers.blank?("John")
+      false
+  """
+  def blank?(nil), do: true
+  def blank?(""), do: true
+  def blank?(value) when is_binary(value), do: String.trim(value) == ""
+  def blank?(_), do: false
+end

lib/mv_web/live/contribution_period_live/show.ex

@@ -36,7 +36,7 @@ defmodule MvWeb.ContributionPeriodLive.Show do
       <.mockup_warning />
 
       <.header>
-        {gettext("Contributions for %{name}", name: "#{@member.first_name} #{@member.last_name}")}
+        {gettext("Contributions for %{name}", name: MvWeb.Helpers.MemberHelpers.display_name(@member))}
         <:subtitle>
           {gettext("Contribution type")}:
           <span class="font-semibold">{@member.contribution_type}</span>

lib/mv_web/live/custom_field_value_live/form.ex

@@ -289,6 +289,6 @@ defmodule MvWeb.CustomFieldValueLive.Form do
   end
 
   defp member_options(members) do
-    Enum.map(members, &{"#{&1.first_name} #{&1.last_name}", &1.id})
+    Enum.map(members, &{MvWeb.Helpers.MemberHelpers.display_name(&1), &1.id})
   end
 end

lib/mv_web/live/member_live/form.ex

@@ -43,7 +43,7 @@ defmodule MvWeb.MemberLive.Form do
 
           <h1 class="text-2xl font-bold text-center flex-1">
             <%= if @member do %>
-              {@member.first_name} {@member.last_name}
+              {MvWeb.Helpers.MemberHelpers.display_name(@member)}
             <% else %>
               {gettext("New Member")}
             <% end %>
@@ -82,10 +82,10 @@ defmodule MvWeb.MemberLive.Form do
                 <%!-- Name Row --%>
                 <div class="flex gap-4">
                   <div class="w-48">
-                    <.input field={@form[:first_name]} label={gettext("First Name")} required />
+                    <.input field={@form[:first_name]} label={gettext("First Name")} />
                   </div>
                   <div class="w-48">
-                    <.input field={@form[:last_name]} label={gettext("Last Name")} required />
+                    <.input field={@form[:last_name]} label={gettext("Last Name")} />
                   </div>
                 </div>
 
@@ -110,11 +110,6 @@ defmodule MvWeb.MemberLive.Form do
                   <.input field={@form[:email]} label={gettext("Email")} required type="email" />
                 </div>
 
-                <%!-- Phone --%>
-                <div>
-                  <.input field={@form[:phone_number]} label={gettext("Phone")} type="tel" />
-                </div>
-
                 <%!-- Membership Dates Row --%>
                 <div class="flex gap-4">
                   <div class="w-36">

lib/mv_web/live/member_live/index.html.heex

@@ -239,24 +239,6 @@
     >
       {member.city}
     </:col>
-    <:col
-      :let={member}
-      :if={:phone_number in @member_fields_visible}
-      label={
-        ~H"""
-        <.live_component
-          module={MvWeb.Components.SortHeaderComponent}
-          id={:sort_phone_number}
-          field={:phone_number}
-          label={gettext("Phone Number")}
-          sort_field={@sort_field}
-          sort_order={@sort_order}
-        />
-        """
-      }
-    >
-      {member.phone_number}
-    </:col>
     <:col
       :let={member}
       :if={:join_date in @member_fields_visible}

lib/mv_web/live/member_live/show.ex

@@ -35,7 +35,7 @@ defmodule MvWeb.MemberLive.Show do
         </.button>
 
         <h1 class="text-2xl font-bold text-center flex-1">
-          {@member.first_name} {@member.last_name}
+          {MvWeb.Helpers.MemberHelpers.display_name(@member)}
         </h1>
 
         <.button variant="primary" navigate={~p"/members/#{@member}/edit?return_to=show"}>
@@ -104,11 +104,6 @@ defmodule MvWeb.MemberLive.Show do
                   </.data_field>
                 </div>
 
-                <%!-- Phone --%>
-                <div>
-                  <.data_field label={gettext("Phone")} value={@member.phone_number} />
-                </div>
-
                 <%!-- Membership Dates Row --%>
                 <div class="flex gap-6">
                   <.data_field

lib/mv_web/live/user_live/form.ex

@@ -131,7 +131,7 @@ defmodule MvWeb.UserLive.Form do
               <div class="flex items-center justify-between">
                 <div>
                   <p class="font-medium text-green-900">
-                    {@user.member.first_name} {@user.member.last_name}
+                    {MvWeb.Helpers.MemberHelpers.display_name(@user.member)}
                   </p>
                   <p class="text-sm text-green-700">{@user.member.email}</p>
                 </div>
@@ -210,7 +210,7 @@ defmodule MvWeb.UserLive.Form do
                           )
                         ]}
                       >
-                        <p class="font-medium">{member.first_name} {member.last_name}</p>
+                        <p class="font-medium">{MvWeb.Helpers.MemberHelpers.display_name(member)}</p>
                         <p class="text-sm text-base-content/70">{member.email}</p>
                       </div>
                     <% end %>
@@ -438,7 +438,7 @@ defmodule MvWeb.UserLive.Form do
 
     member_name =
       if selected_member,
-        do: "#{selected_member.first_name} #{selected_member.last_name}",
+        do: MvWeb.Helpers.MemberHelpers.display_name(selected_member),
         else: ""
 
     # Store the selected member ID and name in socket state and clear unlink flag

lib/mv_web/live/user_live/index.html.heex

@@ -51,7 +51,7 @@
     </:col>
     <:col :let={user} label={gettext("Linked Member")}>
       <%= if user.member do %>
-        {user.member.first_name} {user.member.last_name}
+        {MvWeb.Helpers.MemberHelpers.display_name(user.member)}
       <% else %>
         <span class="text-base-content/50">{gettext("No member linked")}</span>
       <% end %>

lib/mv_web/live/user_live/show.ex

@@ -57,7 +57,7 @@ defmodule MvWeb.UserLive.Show do
               class="text-blue-600 underline hover:text-blue-800"
             >
               <.icon name="hero-users" class="inline w-4 h-4 mr-1" />
-              {@user.member.first_name} {@user.member.last_name}
+              {MvWeb.Helpers.MemberHelpers.display_name(@user.member)}
             </.link>
           <% else %>
             <span class="italic text-gray-500">{gettext("No member linked")}</span>

lib/mv_web/translations/member_fields.ex

@@ -20,7 +20,6 @@ defmodule MvWeb.Translations.MemberFields do
   def label(:first_name), do: gettext("First Name")
   def label(:last_name), do: gettext("Last Name")
   def label(:email), do: gettext("Email")
-  def label(:phone_number), do: gettext("Phone")
   def label(:join_date), do: gettext("Join Date")
   def label(:exit_date), do: gettext("Exit Date")
   def label(:notes), do: gettext("Notes")

priv/gettext/de/LC_MESSAGES/default.po

@@ -150,11 +150,6 @@ msgstr "Notizen"
 msgid "Paid"
 msgstr "Bezahlt"
 
-#: lib/mv_web/live/member_live/index.html.heex
-#, elixir-autogen, elixir-format
-msgid "Phone Number"
-msgstr "Telefonnummer"
-
 #: lib/mv_web/live/member_live/form.ex
 #: lib/mv_web/live/member_live/index.html.heex
 #: lib/mv_web/translations/member_fields.ex
@@ -842,13 +837,6 @@ msgstr "Zahlungen"
 msgid "Personal Data"
 msgstr "Persönliche Daten"
 
-#: lib/mv_web/live/member_live/form.ex
-#: lib/mv_web/live/member_live/show.ex
-#: lib/mv_web/translations/member_fields.ex
-#, elixir-autogen, elixir-format
-msgid "Phone"
-msgstr "Telefon"
-
 #: lib/mv_web/live/member_live/form.ex
 #: lib/mv_web/live/member_live/show/membership_fees_component.ex
 #, elixir-autogen, elixir-format
@@ -1903,6 +1891,18 @@ msgstr "Nicht gesetzt"
 #~ msgid "Pending"
 #~ msgstr "Ausstehend"
 
+#~ #: lib/mv_web/live/member_live/form.ex
+#~ #: lib/mv_web/live/member_live/show.ex
+#~ #: lib/mv_web/translations/member_fields.ex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Phone"
+#~ msgstr "Telefon"
+
+#~ #: lib/mv_web/live/member_live/index.html.heex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Phone Number"
+#~ msgstr "Telefonnummer"
+
 #~ #: lib/mv_web/live/contribution_settings_live.ex
 #~ #, elixir-autogen, elixir-format
 #~ msgid "Quarterly Interval - Joining Period Excluded"

priv/gettext/default.pot

@@ -151,11 +151,6 @@ msgstr ""
 msgid "Paid"
 msgstr ""
 
-#: lib/mv_web/live/member_live/index.html.heex
-#, elixir-autogen, elixir-format
-msgid "Phone Number"
-msgstr ""
-
 #: lib/mv_web/live/member_live/form.ex
 #: lib/mv_web/live/member_live/index.html.heex
 #: lib/mv_web/translations/member_fields.ex
@@ -843,13 +838,6 @@ msgstr ""
 msgid "Personal Data"
 msgstr ""
 
-#: lib/mv_web/live/member_live/form.ex
-#: lib/mv_web/live/member_live/show.ex
-#: lib/mv_web/translations/member_fields.ex
-#, elixir-autogen, elixir-format
-msgid "Phone"
-msgstr ""
-
 #: lib/mv_web/live/member_live/form.ex
 #: lib/mv_web/live/member_live/show/membership_fees_component.ex
 #, elixir-autogen, elixir-format

priv/gettext/en/LC_MESSAGES/default.po

@@ -151,11 +151,6 @@ msgstr ""
 msgid "Paid"
 msgstr ""
 
-#: lib/mv_web/live/member_live/index.html.heex
-#, elixir-autogen, elixir-format
-msgid "Phone Number"
-msgstr ""
-
 #: lib/mv_web/live/member_live/form.ex
 #: lib/mv_web/live/member_live/index.html.heex
 #: lib/mv_web/translations/member_fields.ex
@@ -843,13 +838,6 @@ msgstr ""
 msgid "Personal Data"
 msgstr ""
 
-#: lib/mv_web/live/member_live/form.ex
-#: lib/mv_web/live/member_live/show.ex
-#: lib/mv_web/translations/member_fields.ex
-#, elixir-autogen, elixir-format, fuzzy
-msgid "Phone"
-msgstr ""
-
 #: lib/mv_web/live/member_live/form.ex
 #: lib/mv_web/live/member_live/show/membership_fees_component.ex
 #, elixir-autogen, elixir-format, fuzzy
@@ -1827,46 +1815,62 @@ msgstr ""
 msgid "Not set"
 msgstr ""
 
+#~ #: lib/mv_web/live/member_live/index.html.heex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Show current cycle"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/member_live/index.html.heex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Unpaid in last cycle"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/custom_field_live/index_component.ex
+#~ #, elixir-autogen, elixir-format, fuzzy
+#~ msgid "New Custom field"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/member_live/index.html.heex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Show Last/Current Cycle Payment Status"
+#~ msgstr ""
+
 #~ #: lib/mv_web/live/components/payment_filter_component.ex
 #~ #, elixir-autogen, elixir-format
 #~ msgid "All payment statuses"
 #~ msgstr ""
 
-#~ #: lib/mv_web/live/custom_field_live/show.ex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Auto-generated identifier (immutable)"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/contribution_settings_live.ex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Configure global settings for membership contributions."
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/member_live/form.ex
-#~ #: lib/mv_web/live/member_live/show.ex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Contribution"
-#~ msgstr ""
-
-#~ #: lib/mv_web/components/layouts/navbar.ex
-#~ #: lib/mv_web/live/contribution_settings_live.ex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Contribution Settings"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/contribution_settings_live.ex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Contribution start"
-#~ msgstr ""
-
 #~ #: lib/mv_web/live/member_live/index.html.heex
 #~ #, elixir-autogen, elixir-format
 #~ msgid "Copy emails"
 #~ msgstr ""
 
+#~ #: lib/mv_web/live/member_live/form.ex
+#~ #: lib/mv_web/live/member_live/show.ex
+#~ #: lib/mv_web/translations/member_fields.ex
+#~ #, elixir-autogen, elixir-format, fuzzy
+#~ msgid "Phone"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/member_live/show.ex
+#~ #, elixir-autogen, elixir-format, fuzzy
+#~ msgid "Pending"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/member_live/show.ex
+#~ #, elixir-autogen, elixir-format, fuzzy
+#~ msgid "Payment Cycle"
+#~ msgstr ""
+
 #~ #: lib/mv_web/live/contribution_settings_live.ex
 #~ #, elixir-autogen, elixir-format
-#~ msgid "Default Contribution Type"
+#~ msgid "View Example Member"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/member_live/form.ex
+#~ #: lib/mv_web/live/member_live/show.ex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "This data is for demonstration purposes only (mockup)."
 #~ msgstr ""
 
 #~ #: lib/mv_web/live/contribution_settings_live.ex
@@ -1875,6 +1879,11 @@ msgstr ""
 #~ msgid "Edit amount"
 #~ msgstr ""
 
+#~ #: lib/mv_web/live/contribution_settings_live.ex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Quarterly Interval - Joining Period Excluded"
+#~ msgstr ""
+
 #~ #: lib/mv_web/live/contribution_settings_live.ex
 #~ #, elixir-autogen, elixir-format
 #~ msgid "Example: Member Contribution View"
@@ -1885,20 +1894,20 @@ msgstr ""
 #~ msgid "Failed to delete some cycles: %{errors}"
 #~ msgstr ""
 
+#~ #: lib/mv_web/live/member_live/index.html.heex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Switch to current cycle"
+#~ msgstr ""
+
 #~ #: lib/mv_web/live/membership_fee_settings_live.ex
 #~ #, elixir-autogen, elixir-format
 #~ msgid "Failed to save settings. Please check the errors below."
 #~ msgstr ""
 
-#~ #: lib/mv_web/live/user_live/index.html.heex
+#~ #: lib/mv_web/components/layouts/navbar.ex
-#~ #: lib/mv_web/live/user_live/show.ex
+#~ #: lib/mv_web/live/contribution_settings_live.ex
 #~ #, elixir-autogen, elixir-format
-#~ msgid "Generated periods"
+#~ msgid "Contribution Settings"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/custom_field_live/form_component.ex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Immutable"
 #~ msgstr ""
 
 #~ #: lib/mv_web/live/contribution_settings_live.ex
@@ -1906,80 +1915,9 @@ msgstr ""
 #~ msgid "Include joining period"
 #~ msgstr ""
 
-#~ #: lib/mv_web/live/custom_field_live/index_component.ex
-#~ #, elixir-autogen, elixir-format, fuzzy
-#~ msgid "New Custom field"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/components/payment_filter_component.ex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Not paid"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/member_live/show.ex
-#~ #, elixir-autogen, elixir-format, fuzzy
-#~ msgid "Payment Cycle"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/member_live/show.ex
-#~ #, elixir-autogen, elixir-format, fuzzy
-#~ msgid "Pending"
-#~ msgstr ""
-
 #~ #: lib/mv_web/live/contribution_settings_live.ex
 #~ #, elixir-autogen, elixir-format
-#~ msgid "Quarterly Interval - Joining Period Excluded"
+#~ msgid "Contribution start"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/member_live/index.html.heex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Show Last/Current Cycle Payment Status"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/member_live/index.html.heex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Show current cycle"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/member_live/index.html.heex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Show last completed cycle"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/member_live/index.html.heex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Switch to current cycle"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/member_live/index.html.heex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Switch to last completed cycle"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/member_live/form.ex
-#~ #: lib/mv_web/live/member_live/show.ex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "This data is for demonstration purposes only (mockup)."
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/member_live/index.html.heex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Unpaid in current cycle"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/member_live/index.html.heex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Unpaid in last cycle"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/contribution_settings_live.ex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "View Example Member"
-#~ msgstr ""
-
-#~ #: lib/mv_web/live/contribution_settings_live.ex
-#~ #, elixir-autogen, elixir-format
-#~ msgid "Yearly Interval - Joining Period Included"
 #~ msgstr ""
 
 #~ #: lib/mv_web/live/member_live/form.ex
@@ -1988,7 +1926,69 @@ msgstr ""
 #~ msgid "monthly"
 #~ msgstr ""
 
+#~ #: lib/mv_web/live/member_live/index.html.heex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Show last completed cycle"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/components/payment_filter_component.ex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Not paid"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/contribution_settings_live.ex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Yearly Interval - Joining Period Included"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/custom_field_live/form_component.ex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Immutable"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/member_live/form.ex
+#~ #: lib/mv_web/live/member_live/show.ex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Contribution"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/user_live/index.html.heex
+#~ #: lib/mv_web/live/user_live/show.ex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Generated periods"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/member_live/index.html.heex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Switch to last completed cycle"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/contribution_settings_live.ex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Configure global settings for membership contributions."
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/custom_field_live/show.ex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Auto-generated identifier (immutable)"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/contribution_settings_live.ex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Default Contribution Type"
+#~ msgstr ""
+
 #~ #: lib/mv_web/live/member_live/form.ex
 #~ #, elixir-autogen, elixir-format
 #~ msgid "yearly"
 #~ msgstr ""
+
+#~ #: lib/mv_web/live/member_live/index.html.heex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Phone Number"
+#~ msgstr ""
+
+#~ #: lib/mv_web/live/member_live/index.html.heex
+#~ #, elixir-autogen, elixir-format
+#~ msgid "Unpaid in current cycle"
+#~ msgstr ""

priv/repo/migrations/20260102155350_remove_phone_number_and_make_fields_optional.exs

@@ -0,0 +1,404 @@
+defmodule Mv.Repo.Migrations.RemovePhoneNumberAndMakeFieldsOptional do
+  @moduledoc """
+  Removes phone_number field from members table and makes first_name/last_name optional.
+
+  This migration:
+  1. Removes phone_number column from members table
+  2. Makes first_name and last_name columns nullable
+  3. Updates members_search_vector_trigger() function to remove phone_number
+  4. Updates update_member_search_vector_from_custom_field_value() function to remove phone_number
+  5. Updates existing search_vector values for all members
+  """
+
+  use Ecto.Migration
+
+  def up do
+    # Update the main trigger function to remove phone_number
+    execute("""
+    CREATE OR REPLACE FUNCTION members_search_vector_trigger() RETURNS trigger AS $$
+    DECLARE
+      custom_values_text text;
+    BEGIN
+      -- Aggregate all custom field values for this member
+      -- Support both formats: _union_type/_union_value (Ash format) and type/value (legacy)
+      -- ->> operator always returns TEXT directly (no need for -> + ::text fallback)
+      SELECT string_agg(
+        CASE
+          WHEN value ? '_union_value' THEN value->>'_union_value'
+          WHEN value ? 'value' THEN value->>'value'
+          ELSE ''
+        END,
+        ' '
+      )
+      INTO custom_values_text
+      FROM custom_field_values
+      WHERE member_id = NEW.id AND value IS NOT NULL;
+
+      -- Build search_vector with member fields and custom field values
+      NEW.search_vector :=
+        setweight(to_tsvector('simple', coalesce(NEW.first_name, '')), 'A') ||
+        setweight(to_tsvector('simple', coalesce(NEW.last_name, '')), 'A') ||
+        setweight(to_tsvector('simple', coalesce(NEW.email, '')), 'B') ||
+        setweight(to_tsvector('simple', coalesce(NEW.join_date::text, '')), 'D') ||
+        setweight(to_tsvector('simple', coalesce(NEW.exit_date::text, '')), 'D') ||
+        setweight(to_tsvector('simple', coalesce(NEW.notes, '')), 'B') ||
+        setweight(to_tsvector('simple', coalesce(NEW.city, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(NEW.street, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(NEW.house_number::text, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(NEW.postal_code::text, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(custom_values_text, '')), 'C');
+      RETURN NEW;
+    END
+    $$ LANGUAGE plpgsql;
+    """)
+
+    # Update trigger function to remove phone_number
+    execute("""
+    CREATE OR REPLACE FUNCTION update_member_search_vector_from_custom_field_value() RETURNS trigger AS $$
+    DECLARE
+      member_id_val uuid;
+      member_first_name text;
+      member_last_name text;
+      member_email text;
+      member_join_date date;
+      member_exit_date date;
+      member_notes text;
+      member_city text;
+      member_street text;
+      member_house_number text;
+      member_postal_code text;
+      custom_values_text text;
+      old_value_text text;
+      new_value_text text;
+    BEGIN
+      -- Get member ID from trigger context
+      member_id_val := COALESCE(NEW.member_id, OLD.member_id);
+
+      -- Optimization: For UPDATE operations, check if value actually changed
+      -- If value hasn't changed, we can skip the expensive re-aggregation
+      IF TG_OP = 'UPDATE' THEN
+        -- Extract OLD value for comparison (handle both JSONB formats)
+        -- ->> operator always returns TEXT directly
+        old_value_text := COALESCE(
+          NULLIF(OLD.value->>'_union_value', ''),
+          NULLIF(OLD.value->>'value', ''),
+          ''
+        );
+
+        -- Extract NEW value for comparison (handle both JSONB formats)
+        new_value_text := COALESCE(
+          NULLIF(NEW.value->>'_union_value', ''),
+          NULLIF(NEW.value->>'value', ''),
+          ''
+        );
+
+        -- Check if value, member_id, or custom_field_id actually changed
+        -- If nothing changed, skip expensive re-aggregation
+        IF (old_value_text IS NOT DISTINCT FROM new_value_text) AND
+           (OLD.member_id IS NOT DISTINCT FROM NEW.member_id) AND
+           (OLD.custom_field_id IS NOT DISTINCT FROM NEW.custom_field_id) THEN
+          RETURN COALESCE(NEW, OLD);
+        END IF;
+      END IF;
+
+      -- Fetch only required fields instead of full record (performance optimization)
+      SELECT
+        first_name,
+        last_name,
+        email,
+        join_date,
+        exit_date,
+        notes,
+        city,
+        street,
+        house_number,
+        postal_code
+      INTO
+        member_first_name,
+        member_last_name,
+        member_email,
+        member_join_date,
+        member_exit_date,
+        member_notes,
+        member_city,
+        member_street,
+        member_house_number,
+        member_postal_code
+      FROM members
+      WHERE id = member_id_val;
+
+      -- Aggregate all custom field values for this member
+      -- Support both formats: _union_type/_union_value (Ash format) and type/value (legacy)
+      -- ->> operator always returns TEXT directly
+      SELECT string_agg(
+        CASE
+          WHEN value ? '_union_value' THEN value->>'_union_value'
+          WHEN value ? 'value' THEN value->>'value'
+          ELSE ''
+        END,
+        ' '
+      )
+      INTO custom_values_text
+      FROM custom_field_values
+      WHERE member_id = member_id_val AND value IS NOT NULL;
+
+      -- Update the search_vector for the affected member
+      UPDATE members
+      SET search_vector =
+        setweight(to_tsvector('simple', coalesce(member_first_name, '')), 'A') ||
+        setweight(to_tsvector('simple', coalesce(member_last_name, '')), 'A') ||
+        setweight(to_tsvector('simple', coalesce(member_email, '')), 'B') ||
+        setweight(to_tsvector('simple', coalesce(member_join_date::text, '')), 'D') ||
+        setweight(to_tsvector('simple', coalesce(member_exit_date::text, '')), 'D') ||
+        setweight(to_tsvector('simple', coalesce(member_notes, '')), 'B') ||
+        setweight(to_tsvector('simple', coalesce(member_city, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(member_street, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(member_house_number::text, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(member_postal_code::text, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(custom_values_text, '')), 'C')
+      WHERE id = member_id_val;
+
+      RETURN COALESCE(NEW, OLD);
+    END
+    $$ LANGUAGE plpgsql;
+    """)
+
+    # Update existing search_vector values for all members
+    execute("""
+    UPDATE members m
+    SET search_vector =
+      setweight(to_tsvector('simple', coalesce(m.first_name, '')), 'A') ||
+      setweight(to_tsvector('simple', coalesce(m.last_name, '')), 'A') ||
+      setweight(to_tsvector('simple', coalesce(m.email, '')), 'B') ||
+      setweight(to_tsvector('simple', coalesce(m.join_date::text, '')), 'D') ||
+      setweight(to_tsvector('simple', coalesce(m.exit_date::text, '')), 'D') ||
+      setweight(to_tsvector('simple', coalesce(m.notes, '')), 'B') ||
+      setweight(to_tsvector('simple', coalesce(m.city, '')), 'C') ||
+      setweight(to_tsvector('simple', coalesce(m.street, '')), 'C') ||
+      setweight(to_tsvector('simple', coalesce(m.house_number::text, '')), 'C') ||
+      setweight(to_tsvector('simple', coalesce(m.postal_code::text, '')), 'C') ||
+      setweight(to_tsvector('simple', coalesce(
+        (SELECT string_agg(
+          CASE
+            WHEN value ? '_union_value' THEN value->>'_union_value'
+            WHEN value ? 'value' THEN value->>'value'
+            ELSE ''
+          END,
+          ' '
+        )
+        FROM custom_field_values
+        WHERE member_id = m.id AND value IS NOT NULL),
+        ''
+      )), 'C')
+    """)
+
+    # Make first_name and last_name nullable
+    execute("ALTER TABLE members ALTER COLUMN first_name DROP NOT NULL")
+    execute("ALTER TABLE members ALTER COLUMN last_name DROP NOT NULL")
+
+    # Remove phone_number column
+    alter table(:members) do
+      remove :phone_number
+    end
+  end
+
+  def down do
+    # Set default values for NULL fields before restoring NOT NULL constraint
+    # This prevents the migration from failing if NULL values exist
+    execute("UPDATE members SET first_name = '' WHERE first_name IS NULL")
+    execute("UPDATE members SET last_name = '' WHERE last_name IS NULL")
+
+    # Restore first_name and last_name as NOT NULL
+    execute("ALTER TABLE members ALTER COLUMN first_name SET NOT NULL")
+    execute("ALTER TABLE members ALTER COLUMN last_name SET NOT NULL")
+
+    # Add phone_number column back
+    alter table(:members) do
+      add :phone_number, :text
+    end
+
+    # Restore trigger functions with phone_number
+    execute("""
+    CREATE OR REPLACE FUNCTION members_search_vector_trigger() RETURNS trigger AS $$
+    DECLARE
+      custom_values_text text;
+    BEGIN
+      -- Aggregate all custom field values for this member
+      -- Support both formats: _union_type/_union_value (Ash format) and type/value (legacy)
+      -- ->> operator always returns TEXT directly (no need for -> + ::text fallback)
+      SELECT string_agg(
+        CASE
+          WHEN value ? '_union_value' THEN value->>'_union_value'
+          WHEN value ? 'value' THEN value->>'value'
+          ELSE ''
+        END,
+        ' '
+      )
+      INTO custom_values_text
+      FROM custom_field_values
+      WHERE member_id = NEW.id AND value IS NOT NULL;
+
+      -- Build search_vector with member fields and custom field values
+      NEW.search_vector :=
+        setweight(to_tsvector('simple', coalesce(NEW.first_name, '')), 'A') ||
+        setweight(to_tsvector('simple', coalesce(NEW.last_name, '')), 'A') ||
+        setweight(to_tsvector('simple', coalesce(NEW.email, '')), 'B') ||
+        setweight(to_tsvector('simple', coalesce(NEW.phone_number, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(NEW.join_date::text, '')), 'D') ||
+        setweight(to_tsvector('simple', coalesce(NEW.exit_date::text, '')), 'D') ||
+        setweight(to_tsvector('simple', coalesce(NEW.notes, '')), 'B') ||
+        setweight(to_tsvector('simple', coalesce(NEW.city, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(NEW.street, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(NEW.house_number::text, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(NEW.postal_code::text, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(custom_values_text, '')), 'C');
+      RETURN NEW;
+    END
+    $$ LANGUAGE plpgsql;
+    """)
+
+    execute("""
+    CREATE OR REPLACE FUNCTION update_member_search_vector_from_custom_field_value() RETURNS trigger AS $$
+    DECLARE
+      member_id_val uuid;
+      member_first_name text;
+      member_last_name text;
+      member_email text;
+      member_phone_number text;
+      member_join_date date;
+      member_exit_date date;
+      member_notes text;
+      member_city text;
+      member_street text;
+      member_house_number text;
+      member_postal_code text;
+      custom_values_text text;
+      old_value_text text;
+      new_value_text text;
+    BEGIN
+      -- Get member ID from trigger context
+      member_id_val := COALESCE(NEW.member_id, OLD.member_id);
+
+      -- Optimization: For UPDATE operations, check if value actually changed
+      -- If value hasn't changed, we can skip the expensive re-aggregation
+      IF TG_OP = 'UPDATE' THEN
+        -- Extract OLD value for comparison (handle both JSONB formats)
+        -- ->> operator always returns TEXT directly
+        old_value_text := COALESCE(
+          NULLIF(OLD.value->>'_union_value', ''),
+          NULLIF(OLD.value->>'value', ''),
+          ''
+        );
+
+        -- Extract NEW value for comparison (handle both JSONB formats)
+        new_value_text := COALESCE(
+          NULLIF(NEW.value->>'_union_value', ''),
+          NULLIF(NEW.value->>'value', ''),
+          ''
+        );
+
+        -- Check if value, member_id, or custom_field_id actually changed
+        -- If nothing changed, skip expensive re-aggregation
+        IF (old_value_text IS NOT DISTINCT FROM new_value_text) AND
+           (OLD.member_id IS NOT DISTINCT FROM NEW.member_id) AND
+           (OLD.custom_field_id IS NOT DISTINCT FROM NEW.custom_field_id) THEN
+          RETURN COALESCE(NEW, OLD);
+        END IF;
+      END IF;
+
+      -- Fetch only required fields instead of full record (performance optimization)
+      SELECT
+        first_name,
+        last_name,
+        email,
+        phone_number,
+        join_date,
+        exit_date,
+        notes,
+        city,
+        street,
+        house_number,
+        postal_code
+      INTO
+        member_first_name,
+        member_last_name,
+        member_email,
+        member_phone_number,
+        member_join_date,
+        member_exit_date,
+        member_notes,
+        member_city,
+        member_street,
+        member_house_number,
+        member_postal_code
+      FROM members
+      WHERE id = member_id_val;
+
+      -- Aggregate all custom field values for this member
+      -- Support both formats: _union_type/_union_value (Ash format) and type/value (legacy)
+      -- ->> operator always returns TEXT directly
+      SELECT string_agg(
+        CASE
+          WHEN value ? '_union_value' THEN value->>'_union_value'
+          WHEN value ? 'value' THEN value->>'value'
+          ELSE ''
+        END,
+        ' '
+      )
+      INTO custom_values_text
+      FROM custom_field_values
+      WHERE member_id = member_id_val AND value IS NOT NULL;
+
+      -- Update the search_vector for the affected member
+      UPDATE members
+      SET search_vector =
+        setweight(to_tsvector('simple', coalesce(member_first_name, '')), 'A') ||
+        setweight(to_tsvector('simple', coalesce(member_last_name, '')), 'A') ||
+        setweight(to_tsvector('simple', coalesce(member_email, '')), 'B') ||
+        setweight(to_tsvector('simple', coalesce(member_phone_number, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(member_join_date::text, '')), 'D') ||
+        setweight(to_tsvector('simple', coalesce(member_exit_date::text, '')), 'D') ||
+        setweight(to_tsvector('simple', coalesce(member_notes, '')), 'B') ||
+        setweight(to_tsvector('simple', coalesce(member_city, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(member_street, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(member_house_number::text, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(member_postal_code::text, '')), 'C') ||
+        setweight(to_tsvector('simple', coalesce(custom_values_text, '')), 'C')
+      WHERE id = member_id_val;
+
+      RETURN COALESCE(NEW, OLD);
+    END
+    $$ LANGUAGE plpgsql;
+    """)
+
+    # Update existing search_vector values to include phone_number
+    execute("""
+    UPDATE members m
+    SET search_vector =
+      setweight(to_tsvector('simple', coalesce(m.first_name, '')), 'A') ||
+      setweight(to_tsvector('simple', coalesce(m.last_name, '')), 'A') ||
+      setweight(to_tsvector('simple', coalesce(m.email, '')), 'B') ||
+      setweight(to_tsvector('simple', coalesce(m.phone_number, '')), 'C') ||
+      setweight(to_tsvector('simple', coalesce(m.join_date::text, '')), 'D') ||
+      setweight(to_tsvector('simple', coalesce(m.exit_date::text, '')), 'D') ||
+      setweight(to_tsvector('simple', coalesce(m.notes, '')), 'B') ||
+      setweight(to_tsvector('simple', coalesce(m.city, '')), 'C') ||
+      setweight(to_tsvector('simple', coalesce(m.street, '')), 'C') ||
+      setweight(to_tsvector('simple', coalesce(m.house_number::text, '')), 'C') ||
+      setweight(to_tsvector('simple', coalesce(m.postal_code::text, '')), 'C') ||
+      setweight(to_tsvector('simple', coalesce(
+        (SELECT string_agg(
+          CASE
+            WHEN value ? '_union_value' THEN value->>'_union_value'
+            WHEN value ? 'value' THEN value->>'value'
+            ELSE ''
+          END,
+          ' '
+        )
+        FROM custom_field_values
+        WHERE member_id = m.id AND value IS NOT NULL),
+        ''
+      )), 'C')
+    """)
+  end
+end

priv/repo/seeds.exs

@@ -147,7 +147,6 @@ member_attrs_list = [
     last_name: "Müller",
     email: "hans.mueller@example.de",
     join_date: ~D[2023-01-15],
-    phone_number: "+49301234567",
     city: "München",
     street: "Hauptstraße",
     house_number: "42",
@@ -160,7 +159,6 @@ member_attrs_list = [
     last_name: "Schmidt",
     email: "greta.schmidt@example.de",
     join_date: ~D[2023-02-01],
-    phone_number: "+49309876543",
     city: "Hamburg",
     street: "Lindenstraße",
     house_number: "17",
@@ -174,7 +172,6 @@ member_attrs_list = [
     last_name: "Wagner",
     email: "friedrich.wagner@example.de",
     join_date: ~D[2022-11-10],
-    phone_number: "+49301122334",
     city: "Berlin",
     street: "Kastanienallee",
     house_number: "8",
@@ -186,7 +183,6 @@ member_attrs_list = [
     last_name: "Wagner",
     email: "marianne.wagner@example.de",
     join_date: ~D[2022-11-10],
-    phone_number: "+49301122334",
     city: "Berlin",
     street: "Kastanienallee",
     house_number: "8"
@@ -299,7 +295,6 @@ linked_members = [
     last_name: "Weber",
     email: "maria.weber@example.de",
     join_date: ~D[2023-03-15],
-    phone_number: "+49301357924",
     city: "Frankfurt",
     street: "Goetheplatz",
     house_number: "5",
@@ -313,7 +308,6 @@ linked_members = [
     last_name: "Klein",
     email: "thomas.klein@example.de",
     join_date: ~D[2023-04-01],
-    phone_number: "+49302468135",
     city: "Köln",
     street: "Rheinstraße",
     house_number: "23",

test/membership/member_test.exs

@@ -7,7 +7,6 @@ defmodule Mv.Membership.MemberTest do
       first_name: "John",
       last_name: "Doe",
       email: "john@example.com",
-      phone_number: "+49123456789",
       join_date: ~D[2020-01-01],
       exit_date: nil,
       notes: "Test note",
@@ -17,16 +16,14 @@ defmodule Mv.Membership.MemberTest do
       postal_code: "12345"
     }
 
-    test "First name is required and must not be empty" do
+    test "First name is optional" do
-      attrs = Map.put(@valid_attrs, :first_name, "")
+      attrs = Map.delete(@valid_attrs, :first_name)
-      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert {:ok, _member} = Membership.create_member(attrs)
-      assert error_message(errors, :first_name) =~ "must be present"
     end
 
-    test "Last name is required and must not be empty" do
+    test "Last name is optional" do
-      attrs = Map.put(@valid_attrs, :last_name, "")
+      attrs = Map.delete(@valid_attrs, :last_name)
-      assert {:error, %Ash.Error.Invalid{errors: errors}} = Membership.create_member(attrs)
+      assert {:ok, _member} = Membership.create_member(attrs)
-      assert error_message(errors, :last_name) =~ "must be present"
     end
 
     test "Email is required" do
@@ -41,14 +38,6 @@ defmodule Mv.Membership.MemberTest do
       assert error_message(errors, :email) =~ "is not a valid email"
     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)
-      assert error_message(errors, :phone_number) =~ "is not a valid phone number"
-      attrs2 = Map.delete(@valid_attrs, :phone_number)
-      assert {:ok, _member} = Membership.create_member(attrs2)
-    end
-
     test "Join date cannot be in the future" do
       attrs = Map.put(@valid_attrs, :join_date, Date.utc_today() |> Date.add(1))
 

test/mv_web/components/sort_header_component_test.exs

@@ -24,7 +24,6 @@ defmodule MvWeb.Components.SortHeaderComponentTest do
         :house_number,
         :postal_code,
         :city,
-        :phone_number,
         :join_date
       ]
 
@@ -101,7 +100,6 @@ defmodule MvWeb.Components.SortHeaderComponentTest do
       assert has_element?(view, "[data-testid='street'] .opacity-40")
       assert has_element?(view, "[data-testid='house_number'] .opacity-40")
       assert has_element?(view, "[data-testid='postal_code'] .opacity-40")
-      assert has_element?(view, "[data-testid='phone_number'] .opacity-40")
       assert has_element?(view, "[data-testid='join_date'] .opacity-40")
     end
 

test/mv_web/helpers/member_helpers_test.exs

@@ -0,0 +1,141 @@
+defmodule MvWeb.Helpers.MemberHelpersTest do
+  @moduledoc """
+  Tests for the display_name/1 helper function in MemberHelpers.
+  """
+  use Mv.DataCase, async: true
+
+  alias Mv.Membership.Member
+  alias MvWeb.Helpers.MemberHelpers
+
+  describe "display_name/1" do
+    test "returns full name when both first_name and last_name are present" do
+      member = %Member{
+        first_name: "John",
+        last_name: "Doe",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "John Doe"
+    end
+
+    test "returns email when both first_name and last_name are nil" do
+      member = %Member{
+        first_name: nil,
+        last_name: nil,
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "returns first_name only when last_name is nil" do
+      member = %Member{
+        first_name: "John",
+        last_name: nil,
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "John"
+    end
+
+    test "returns last_name only when first_name is nil" do
+      member = %Member{
+        first_name: nil,
+        last_name: "Doe",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "Doe"
+    end
+
+    test "returns email when first_name and last_name are empty strings" do
+      member = %Member{
+        first_name: "",
+        last_name: "",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "returns email when first_name and last_name are whitespace only" do
+      member = %Member{
+        first_name: "   ",
+        last_name: "  \t  ",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "trims whitespace from name parts" do
+      member = %Member{
+        first_name: "  John  ",
+        last_name: "  Doe  ",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "John Doe"
+    end
+
+    test "handles one empty string and one nil" do
+      member = %Member{
+        first_name: "",
+        last_name: nil,
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "handles one nil and one empty string" do
+      member = %Member{
+        first_name: nil,
+        last_name: "",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "handles one whitespace and one nil" do
+      member = %Member{
+        first_name: "   ",
+        last_name: nil,
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "handles one valid name and one whitespace" do
+      member = %Member{
+        first_name: "John",
+        last_name: "   ",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "John"
+    end
+
+    test "handles member with only first_name containing whitespace" do
+      member = %Member{
+        first_name: "  John  ",
+        last_name: nil,
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "John"
+    end
+
+    test "handles member with only last_name containing whitespace" do
+      member = %Member{
+        first_name: nil,
+        last_name: "  Doe  ",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "Doe"
+    end
+  end
+end

test/mv_web/member_live/index_display_name_test.exs

@@ -0,0 +1,141 @@
+defmodule MvWeb.Helpers.MemberHelpersTest do
+  @moduledoc """
+  Tests for the display_name/1 helper function in MemberHelpers.
+  """
+  use Mv.DataCase, async: true
+
+  alias Mv.Membership.Member
+  alias MvWeb.Helpers.MemberHelpers
+
+  describe "display_name/1" do
+    test "returns full name when both first_name and last_name are present" do
+      member = %Member{
+        first_name: "John",
+        last_name: "Doe",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "John Doe"
+    end
+
+    test "returns email when both first_name and last_name are nil" do
+      member = %Member{
+        first_name: nil,
+        last_name: nil,
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "returns first_name only when last_name is nil" do
+      member = %Member{
+        first_name: "John",
+        last_name: nil,
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "John"
+    end
+
+    test "returns last_name only when first_name is nil" do
+      member = %Member{
+        first_name: nil,
+        last_name: "Doe",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "Doe"
+    end
+
+    test "returns email when first_name and last_name are empty strings" do
+      member = %Member{
+        first_name: "",
+        last_name: "",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "returns email when first_name and last_name are whitespace only" do
+      member = %Member{
+        first_name: "   ",
+        last_name: "  \t  ",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "trims whitespace from name parts" do
+      member = %Member{
+        first_name: "  John  ",
+        last_name: "  Doe  ",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "John Doe"
+    end
+
+    test "handles one empty string and one nil" do
+      member = %Member{
+        first_name: "",
+        last_name: nil,
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "handles one nil and one empty string" do
+      member = %Member{
+        first_name: nil,
+        last_name: "",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "handles one whitespace and one nil" do
+      member = %Member{
+        first_name: "   ",
+        last_name: nil,
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "john@example.com"
+    end
+
+    test "handles one valid name and one whitespace" do
+      member = %Member{
+        first_name: "John",
+        last_name: "   ",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "John"
+    end
+
+    test "handles member with only first_name containing whitespace" do
+      member = %Member{
+        first_name: "  John  ",
+        last_name: nil,
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "John"
+    end
+
+    test "handles member with only last_name containing whitespace" do
+      member = %Member{
+        first_name: nil,
+        last_name: "  Doe  ",
+        email: "john@example.com"
+      }
+
+      assert MemberHelpers.display_name(member) == "Doe"
+    end
+  end
+end

test/mv_web/member_live/index_member_fields_display_test.exs

@@ -16,7 +16,6 @@ defmodule MvWeb.MemberLive.IndexMemberFieldsDisplayTest do
         house_number: "123",
         postal_code: "12345",
         city: "Berlin",
-        phone_number: "+49123456789",
         join_date: ~D[2020-01-15]
       })
       |> Ash.create()

test/mv_web/member_live/index_test.exs

@@ -121,7 +121,6 @@ defmodule MvWeb.MemberLive.IndexTest do
         :house_number,
         :postal_code,
         :city,
-        :phone_number,
         :join_date
       ]