diff --git a/config/config.exs b/config/config.exs index 17891e0..053fc19 100644 --- a/config/config.exs +++ b/config/config.exs @@ -49,7 +49,7 @@ config :spark, config :mv, ecto_repos: [Mv.Repo], generators: [timestamp_type: :utc_datetime], - ash_domains: [Mv.Membership, Mv.Accounts] + ash_domains: [Mv.Membership, Mv.Accounts, Mv.MembershipFees] # Configures the endpoint config :mv, MvWeb.Endpoint, diff --git a/config/test.exs b/config/test.exs index 2c4d2ba..326694e 100644 --- a/config/test.exs +++ b/config/test.exs @@ -47,4 +47,5 @@ config :mv, :session_identifier, :unsafe config :mv, :require_token_presence_for_authentication, false # Enable SQL Sandbox for async LiveView tests +# This flag controls sync vs async behavior in CycleGenerator after_action hooks config :mv, :sql_sandbox, true diff --git a/docs/database_schema.dbml b/docs/database_schema.dbml index b620830..f97463e 100644 --- a/docs/database_schema.dbml +++ b/docs/database_schema.dbml @@ -6,8 +6,8 @@ // - https://dbdocs.io // - VS Code Extensions: "DBML Language" or "dbdiagram.io" // -// Version: 1.2 -// Last Updated: 2025-11-13 +// Version: 1.3 +// Last Updated: 2025-12-11 Project mila_membership_management { database_type: 'PostgreSQL' @@ -27,6 +27,7 @@ Project mila_membership_management { ## Domains: - **Accounts**: User authentication and session management - **Membership**: Club member data and custom fields + - **MembershipFees**: Membership fee types and billing cycles ## Required PostgreSQL Extensions: - uuid-ossp (UUID generation) @@ -132,6 +133,8 @@ Table members { house_number text [null, note: 'House number'] postal_code text [null, note: '5-digit German postal code'] search_vector tsvector [null, note: 'Full-text search index (auto-generated)'] + membership_fee_type_id uuid [null, note: 'FK to membership_fee_types - assigned fee type'] + membership_fee_start_date date [null, note: 'Date from which membership fees should be calculated'] indexes { email [unique, name: 'members_unique_email_index'] @@ -146,6 +149,7 @@ Table members { last_name [name: 'members_last_name_idx', note: 'B-tree index for name sorting'] join_date [name: 'members_join_date_idx', note: 'B-tree index for date filters'] (paid) [name: 'members_paid_idx', type: btree, note: 'Partial index WHERE paid IS NOT NULL'] + membership_fee_type_id [name: 'members_membership_fee_type_id_index', note: 'B-tree index for fee type lookups'] } Note: ''' @@ -178,6 +182,8 @@ Table members { **Relationships:** - Optional 1:1 with users (0..1 ↔ 0..1) - authentication account - 1:N with custom_field_values (custom dynamic fields) + - Optional N:1 with membership_fee_types - assigned fee type + - 1:N with membership_fee_cycles - billing history **Validation Rules:** - first_name, last_name: min 1 character @@ -281,6 +287,98 @@ Table custom_fields { ''' } +// ============================================ +// MEMBERSHIP_FEES DOMAIN +// ============================================ + +Table membership_fee_types { + id uuid [pk, not null, default: `uuid_generate_v7()`, note: 'UUIDv7 primary key'] + name text [not null, unique, note: 'Unique name for the fee type (e.g., "Standard", "Reduced")'] + amount numeric(10,2) [not null, note: 'Fee amount in default currency (CHECK: >= 0)'] + interval text [not null, note: 'Billing interval (CHECK: IN monthly, quarterly, half_yearly, yearly) - immutable'] + description text [null, note: 'Optional description for the fee type'] + + indexes { + name [unique, name: 'membership_fee_types_unique_name_index'] + } + + Note: ''' + **Membership Fee Type Definitions** + + Defines the different types of membership fees with fixed billing intervals. + + **Attributes:** + - `name`: Unique identifier for the fee type + - `amount`: Default fee amount (stored per cycle for audit trail) + - `interval`: Billing cycle - immutable after creation + - `description`: Optional documentation + + **Interval Values:** + - `monthly`: 1st to last day of month + - `quarterly`: 1st of Jan/Apr/Jul/Oct to last day of quarter + - `half_yearly`: 1st of Jan/Jul to last day of half + - `yearly`: Jan 1 to Dec 31 + + **Immutability:** + The `interval` field cannot be changed after creation to prevent + complex migration scenarios. Create a new fee type to change intervals. + + **Relationships:** + - 1:N with members - members assigned to this fee type + - 1:N with membership_fee_cycles - all cycles using this fee type + + **Deletion Behavior:** + - ON DELETE RESTRICT: Cannot delete if members or cycles reference it + ''' +} + +Table membership_fee_cycles { + id uuid [pk, not null, default: `uuid_generate_v7()`, note: 'UUIDv7 primary key'] + cycle_start date [not null, note: 'Start date of the billing cycle'] + amount numeric(10,2) [not null, note: 'Fee amount for this cycle (CHECK: >= 0)'] + status text [not null, default: 'unpaid', note: 'Payment status (CHECK: IN unpaid, paid, suspended)'] + notes text [null, note: 'Optional notes for this cycle'] + member_id uuid [not null, note: 'FK to members - the member this cycle belongs to'] + membership_fee_type_id uuid [not null, note: 'FK to membership_fee_types - fee type for this cycle'] + + indexes { + member_id [name: 'membership_fee_cycles_member_id_index'] + membership_fee_type_id [name: 'membership_fee_cycles_membership_fee_type_id_index'] + status [name: 'membership_fee_cycles_status_index'] + cycle_start [name: 'membership_fee_cycles_cycle_start_index'] + (member_id, cycle_start) [unique, name: 'membership_fee_cycles_unique_cycle_per_member_index', note: 'One cycle per member per cycle_start'] + } + + Note: ''' + **Individual Membership Fee Cycles** + + Represents a single billing cycle for a member with payment tracking. + + **Design Decisions:** + - `cycle_end` is NOT stored - calculated from cycle_start + interval + - `amount` is stored per cycle to preserve historical values when fee type amount changes + - Cycles are aligned to calendar boundaries + + **Status Values:** + - `unpaid`: Payment pending (default) + - `paid`: Payment received + - `suspended`: Payment suspended (e.g., hardship case) + + **Constraints:** + - Unique: One cycle per member per cycle_start date + - member_id: Required (belongs_to) + - membership_fee_type_id: Required (belongs_to) + + **Relationships:** + - N:1 with members - the member this cycle belongs to + - N:1 with membership_fee_types - the fee type for this cycle + + **Deletion Behavior:** + - ON DELETE CASCADE (member_id): Cycles deleted when member deleted + - ON DELETE RESTRICT (membership_fee_type_id): Cannot delete fee type if cycles exist + ''' +} + // ============================================ // RELATIONSHIPS // ============================================ @@ -306,6 +404,22 @@ Ref: custom_field_values.member_id > members.id [delete: cascade] // - ON DELETE RESTRICT: Cannot delete type if custom_field_values exist Ref: custom_field_values.custom_field_id > custom_fields.id [delete: restrict] +// Member → MembershipFeeType (N:1) +// - Many members can be assigned to one fee type +// - Optional relationship (member can have no fee type) +// - ON DELETE RESTRICT: Cannot delete fee type if members are assigned +Ref: members.membership_fee_type_id > membership_fee_types.id [delete: restrict] + +// MembershipFeeCycle → Member (N:1) +// - Many cycles belong to one member +// - ON DELETE CASCADE: Cycles deleted when member deleted +Ref: membership_fee_cycles.member_id > members.id [delete: cascade] + +// MembershipFeeCycle → MembershipFeeType (N:1) +// - Many cycles reference one fee type +// - ON DELETE RESTRICT: Cannot delete fee type if cycles reference it +Ref: membership_fee_cycles.membership_fee_type_id > membership_fee_types.id [delete: restrict] + // ============================================ // ENUMS // ============================================ @@ -328,6 +442,21 @@ Enum token_purpose { email_confirmation [note: 'Email verification tokens'] } +// Billing interval for membership fee types +Enum membership_fee_interval { + monthly [note: '1st to last day of month'] + quarterly [note: '1st of Jan/Apr/Jul/Oct to last day of quarter'] + half_yearly [note: '1st of Jan/Jul to last day of half'] + yearly [note: 'Jan 1 to Dec 31'] +} + +// Payment status for membership fee cycles +Enum membership_fee_status { + unpaid [note: 'Payment pending (default)'] + paid [note: 'Payment received'] + suspended [note: 'Payment suspended'] +} + // ============================================ // TABLE GROUPS // ============================================ @@ -357,3 +486,17 @@ TableGroup membership_domain { ''' } +TableGroup membership_fees_domain { + membership_fee_types + membership_fee_cycles + + Note: ''' + **Membership Fees Domain** + + Handles membership fee management including: + - Fee type definitions with intervals + - Individual billing cycles per member + - Payment status tracking + ''' +} + diff --git a/docs/membership-fee-architecture.md b/docs/membership-fee-architecture.md index c601b79..d6b5ee2 100644 --- a/docs/membership-fee-architecture.md +++ b/docs/membership-fee-architecture.md @@ -153,8 +153,8 @@ lib/ **Existing Fields Used:** -- `joined_at` - For calculating membership fee start -- `left_at` - For limiting cycle generation +- `join_date` - For calculating membership fee start +- `exit_date` - For limiting cycle generation - These fields must remain member fields and should not be replaced by custom fields in the future ### Settings Integration @@ -186,8 +186,9 @@ lib/ - Calculate which cycles should exist for a member - Generate missing cycles -- Respect membership_fee_start_date and left_at boundaries +- Respect membership_fee_start_date and exit_date boundaries - Skip existing cycles (idempotent) +- Use PostgreSQL advisory locks per member to prevent race conditions **Triggers:** @@ -199,17 +200,20 @@ lib/ **Algorithm Steps:** 1. Retrieve member with membership fee type and dates -2. Determine first cycle start (based on membership_fee_start_date) -3. Calculate all cycle starts from first to today (or left_at) -4. Query existing cycles for member -5. Generate missing cycles with current membership fee type's amount -6. Insert new cycles (batch operation) +2. Determine generation start point: + - If NO cycles exist: Start from `membership_fee_start_date` (or calculated from `join_date`) + - If cycles exist: Start from the cycle AFTER the last existing one +3. Generate all cycle starts from the determined start point to today (or `exit_date`) +4. Create new cycles with current membership fee type's amount +5. Use PostgreSQL advisory locks per member to prevent race conditions **Edge Case Handling:** -- If membership_fee_start_date is NULL: Calculate from joined_at + global setting -- If left_at is set: Stop generation at left_at +- If membership_fee_start_date is NULL: Calculate from join_date + global setting +- If exit_date is set: Stop generation at exit_date - If membership fee type changes: Handled separately by regeneration logic +- **Gap Handling:** If cycles were explicitly deleted (gaps exist), they are NOT recreated. + The generator always continues from the cycle AFTER the last existing cycle, regardless of gaps. ### Calendar Cycle Calculations @@ -381,7 +385,7 @@ lib/ **AC-M-1:** Member has membership_fee_type_id field (NOT NULL with default) **AC-M-2:** Member has membership_fee_start_date field (nullable) **AC-M-3:** New members get default membership fee type from global setting -**AC-M-4:** membership_fee_start_date auto-set based on joined_at and global setting +**AC-M-4:** membership_fee_start_date auto-set based on join_date and global setting **AC-M-5:** Admin can manually override membership_fee_start_date **AC-M-6:** Cannot change to membership fee type with different interval (MVP) @@ -391,7 +395,7 @@ lib/ **AC-CG-2:** Cycles generated when member created (via change hook) **AC-CG-3:** Scheduled job generates missing cycles daily **AC-CG-4:** Generation respects membership_fee_start_date -**AC-CG-5:** Generation stops at left_at if member exited +**AC-CG-5:** Generation stops at exit_date if member exited **AC-CG-6:** Generation is idempotent (skips existing cycles) **AC-CG-7:** Cycles align to calendar boundaries (1st of month/quarter/half/year) **AC-CG-8:** Amount comes from membership_fee_type at generation time @@ -472,8 +476,9 @@ lib/ - Correct cycle_start calculation for all interval types - Correct cycle count from start to end date - Respects membership_fee_start_date boundary -- Respects left_at boundary +- Respects exit_date boundary - Skips existing cycles (idempotent) +- Does not fill gaps when cycles were deleted - Handles edge dates (year boundaries, leap years) **Calendar Cycles Tests:** diff --git a/docs/membership-fee-overview.md b/docs/membership-fee-overview.md index 229b73b..bd47faa 100644 --- a/docs/membership-fee-overview.md +++ b/docs/membership-fee-overview.md @@ -120,7 +120,7 @@ This document provides a comprehensive overview of the Membership Fees system. I ``` - membership_fee_type_id (FK → membership_fee_types.id, NOT NULL, default from settings) - membership_fee_start_date (Date, nullable) - When to start generating membership fees -- left_at (Date, nullable) - Exit date (existing) +- exit_date (Date, nullable) - Exit date (existing) ``` **Logic for membership_fee_start_date:** @@ -167,16 +167,17 @@ value: UUID (Required) - Default membership fee type for new members **Algorithm:** -Lock the whole cycle table for the duration of the algorithm +Use PostgreSQL advisory locks per member to prevent race conditions 1. Get `member.membership_fee_start_date` and member's membership fee type -2. Generate cycles until today (or `left_at` if present): - - If no cycle exists: - - Generate all cycles from `membership_fee_start_date` - - else: - - Generate all cycles from last existing cycle - - use the interval to generate the cycles -3. Set `amount` to current membership fee type's amount +2. Determine generation start point: + - If NO cycles exist: Start from `membership_fee_start_date` + - If cycles exist: Start from the cycle AFTER the last existing one +3. Generate cycles until today (or `exit_date` if present): + - Use the interval to generate the cycles + - **Note:** If cycles were explicitly deleted (gaps exist), they are NOT recreated. + The generator always continues from the cycle AFTER the last existing cycle. +4. Set `amount` to current membership fee type's amount **Example (Yearly):** @@ -246,7 +247,7 @@ suspended → unpaid **Logic:** -- Cycles only generated until `member.left_at` +- Cycles only generated until `member.exit_date` - Existing cycles remain visible - Unpaid exit cycle can be marked as "suspended" diff --git a/lib/membership/member.ex b/lib/membership/member.ex index d29a759..ae32abd 100644 --- a/lib/membership/member.ex +++ b/lib/membership/member.ex @@ -79,7 +79,8 @@ defmodule Mv.Membership.Member do # user_id is NOT in accept list to prevent direct foreign key manipulation argument :user, :map, allow_nil?: true - accept @member_fields + # Accept member fields plus membership_fee_type_id (belongs_to FK) + accept @member_fields ++ [:membership_fee_type_id, :membership_fee_start_date] change manage_relationship(:custom_field_values, type: :create) @@ -100,6 +101,42 @@ defmodule Mv.Membership.Member do change Mv.EmailSync.Changes.SyncUserEmailToMember do where [changing(:user)] end + + # Auto-calculate membership_fee_start_date if not manually set + # Requires both join_date and membership_fee_type_id to be present + change Mv.MembershipFees.Changes.SetMembershipFeeStartDate + + # Trigger cycle generation after member creation + # Only runs if membership_fee_type_id is set + # Note: Cycle generation runs asynchronously to not block the action, + # but in test environment it runs synchronously for DB sandbox compatibility + change after_action(fn _changeset, member, _context -> + if member.membership_fee_type_id && member.join_date do + generate_fn = fn -> + case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(member.id) do + {:ok, _cycles} -> + :ok + + {:error, reason} -> + require Logger + + Logger.warning( + "Failed to generate cycles for member #{member.id}: #{inspect(reason)}" + ) + end + end + + if Application.get_env(:mv, :sql_sandbox, false) do + # Run synchronously in test environment for DB sandbox compatibility + generate_fn.() + else + # Run asynchronously in other environments + Task.start(generate_fn) + end + end + + {:ok, member} + end) end update :update_member do @@ -112,7 +149,8 @@ defmodule Mv.Membership.Member do # user_id is NOT in accept list to prevent direct foreign key manipulation argument :user, :map, allow_nil?: true - accept @member_fields + # Accept member fields plus membership_fee_type_id (belongs_to FK) + accept @member_fields ++ [:membership_fee_type_id, :membership_fee_start_date] change manage_relationship(:custom_field_values, on_match: :update, on_no_match: :create) @@ -139,6 +177,46 @@ defmodule Mv.Membership.Member do change Mv.EmailSync.Changes.SyncUserEmailToMember do where [changing(:user)] end + + # Auto-calculate membership_fee_start_date when membership_fee_type_id is set + # and membership_fee_start_date is not already set + change Mv.MembershipFees.Changes.SetMembershipFeeStartDate do + where [changing(:membership_fee_type_id)] + end + + # Trigger cycle generation when membership_fee_type_id changes + # Note: Cycle generation runs asynchronously to not block the action, + # but in test environment it runs synchronously for DB sandbox compatibility + change after_action(fn changeset, member, _context -> + fee_type_changed = + Ash.Changeset.changing_attribute?(changeset, :membership_fee_type_id) + + if fee_type_changed && member.membership_fee_type_id && member.join_date do + generate_fn = fn -> + case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(member.id) do + {:ok, _cycles} -> + :ok + + {:error, reason} -> + require Logger + + Logger.warning( + "Failed to generate cycles for member #{member.id}: #{inspect(reason)}" + ) + end + end + + if Application.get_env(:mv, :sql_sandbox, false) do + # Run synchronously in test environment for DB sandbox compatibility + generate_fn.() + else + # Run asynchronously in other environments + Task.start(generate_fn) + end + end + + {:ok, member} + end) end # Action to handle fuzzy search on specific fields @@ -394,6 +472,15 @@ defmodule Mv.Membership.Member do writable?: false, public?: false, select_by_default?: false + + # Membership fee fields + # membership_fee_start_date: Date from which membership fees should be calculated + # If nil, calculated from join_date + global setting + attribute :membership_fee_start_date, :date do + allow_nil? true + public? true + description "Date from which membership fees should be calculated" + end end relationships do @@ -402,6 +489,16 @@ defmodule Mv.Membership.Member do # This references the User's member_id attribute # The relationship is optional (allow_nil? true by default) has_one :user, Mv.Accounts.User + + # Membership fee relationships + # belongs_to: The fee type assigned to this member + # Optional for MVP - can be nil if no fee type assigned yet + belongs_to :membership_fee_type, Mv.MembershipFees.MembershipFeeType do + allow_nil? true + end + + # has_many: All fee cycles for this member + has_many :membership_fee_cycles, Mv.MembershipFees.MembershipFeeCycle end # Define identities for upsert operations diff --git a/lib/membership/setting.ex b/lib/membership/setting.ex index 52c0328..93f5a59 100644 --- a/lib/membership/setting.ex +++ b/lib/membership/setting.ex @@ -4,13 +4,15 @@ defmodule Mv.Membership.Setting do ## Overview Settings is a singleton resource that stores global configuration for the association, - such as the club name and branding information. There should only ever be one settings - record in the database. + such as the club name, branding information, and membership fee settings. There should + only ever be one settings record in the database. ## Attributes - `club_name` - The name of the association/club (required, cannot be empty) - `member_field_visibility` - JSONB map storing visibility configuration for member fields (e.g., `%{"street" => false, "house_number" => false}`). Fields not in the map default to `true`. + - `include_joining_cycle` - Whether to include the joining cycle in membership fee generation (default: true) + - `default_membership_fee_type_id` - Default membership fee type for new members (optional) ## Singleton Pattern This resource uses a singleton pattern - there should only be one settings record. @@ -22,6 +24,12 @@ defmodule Mv.Membership.Setting do If set, the environment variable value is used as a fallback when no database value exists. Database values always take precedence over environment variables. + ## Membership Fee Settings + - `include_joining_cycle`: When true, members pay from their joining cycle. When false, + they pay from the next full cycle after joining. + - `default_membership_fee_type_id`: The membership fee type automatically assigned to + new members. Can be nil if no default is set. + ## Examples # Get current settings @@ -33,6 +41,9 @@ defmodule Mv.Membership.Setting do # Update member field visibility {:ok, updated} = Mv.Membership.update_member_field_visibility(settings, %{"street" => false, "house_number" => false}) + + # Update membership fee settings + {:ok, updated} = Mv.Membership.update_settings(settings, %{include_joining_cycle: false}) """ use Ash.Resource, domain: Mv.Membership, @@ -54,13 +65,24 @@ defmodule Mv.Membership.Setting do # Used only as fallback in get_settings/0 if settings don't exist # Settings should normally be created via seed script create :create do - accept [:club_name, :member_field_visibility] + accept [ + :club_name, + :member_field_visibility, + :include_joining_cycle, + :default_membership_fee_type_id + ] end update :update do primary? true require_atomic? false - accept [:club_name, :member_field_visibility] + + accept [ + :club_name, + :member_field_visibility, + :include_joining_cycle, + :default_membership_fee_type_id + ] end update :update_member_field_visibility do @@ -68,6 +90,12 @@ defmodule Mv.Membership.Setting do require_atomic? false accept [:member_field_visibility] end + + update :update_membership_fee_settings do + description "Updates the membership fee configuration" + require_atomic? false + accept [:include_joining_cycle, :default_membership_fee_type_id] + end end validations do @@ -133,6 +161,26 @@ defmodule Mv.Membership.Setting do description: "Configuration for member field visibility in overview (JSONB map). Keys are member field names (atoms), values are booleans." + # Membership fee settings + attribute :include_joining_cycle, :boolean do + allow_nil? false + default true + public? true + description "Whether to include the joining cycle in membership fee generation" + end + + attribute :default_membership_fee_type_id, :uuid do + allow_nil? true + public? true + description "Default membership fee type ID for new members" + end + timestamps() end + + relationships do + # Optional relationship to the default membership fee type + # Note: We use manual FK (default_membership_fee_type_id attribute) instead of belongs_to + # to avoid circular dependency between Membership and MembershipFees domains + end end diff --git a/lib/membership_fees/changes/set_membership_fee_start_date.ex b/lib/membership_fees/changes/set_membership_fee_start_date.ex new file mode 100644 index 0000000..a2e1ad0 --- /dev/null +++ b/lib/membership_fees/changes/set_membership_fee_start_date.ex @@ -0,0 +1,174 @@ +defmodule Mv.MembershipFees.Changes.SetMembershipFeeStartDate do + @moduledoc """ + Ash change module that automatically calculates and sets the membership_fee_start_date. + + ## Logic + + 1. Only executes if `membership_fee_start_date` is not manually set + 2. Requires both `join_date` and `membership_fee_type_id` to be present + 3. Reads `include_joining_cycle` setting from global Settings + 4. Reads `interval` from the assigned `membership_fee_type` + 5. Calculates the start date: + - If `include_joining_cycle = true`: First day of the joining cycle + - If `include_joining_cycle = false`: First day of the next cycle after joining + + ## Usage + + In a Member action: + + create :create_member do + # ... + change Mv.MembershipFees.Changes.SetMembershipFeeStartDate + end + + The change module handles all prerequisite checks internally (join_date, membership_fee_type_id). + If any required data is missing, the changeset is returned unchanged with a warning logged. + """ + use Ash.Resource.Change + + require Logger + + alias Mv.MembershipFees.CalendarCycles + + @impl true + def change(changeset, _opts, _context) do + # Only calculate if membership_fee_start_date is not already set + if has_start_date?(changeset) do + changeset + else + calculate_and_set_start_date(changeset) + end + end + + # Check if membership_fee_start_date is already set (either in changeset or data) + defp has_start_date?(changeset) do + # Check if it's being set in this changeset + case Ash.Changeset.fetch_change(changeset, :membership_fee_start_date) do + {:ok, date} when not is_nil(date) -> + true + + _ -> + # Check if it already exists in the data (for updates) + case changeset.data do + %{membership_fee_start_date: date} when not is_nil(date) -> true + _ -> false + end + end + end + + defp calculate_and_set_start_date(changeset) do + with {:ok, join_date} <- get_join_date(changeset), + {:ok, membership_fee_type_id} <- get_membership_fee_type_id(changeset), + {:ok, interval} <- get_interval(membership_fee_type_id), + {:ok, include_joining_cycle} <- get_include_joining_cycle() do + start_date = calculate_start_date(join_date, interval, include_joining_cycle) + Ash.Changeset.force_change_attribute(changeset, :membership_fee_start_date, start_date) + else + {:error, :join_date_not_set} -> + # Missing join_date is expected for partial creates + changeset + + {:error, :membership_fee_type_not_set} -> + # Missing membership_fee_type_id is expected for partial creates + changeset + + {:error, :membership_fee_type_not_found} -> + # This is a data integrity error - membership_fee_type_id references non-existent type + # Return changeset error to fail the action + Ash.Changeset.add_error( + changeset, + field: :membership_fee_type_id, + message: "not found" + ) + + {:error, reason} -> + # Log warning for other unexpected errors + Logger.warning("Could not auto-set membership_fee_start_date: #{inspect(reason)}") + changeset + end + end + + defp get_join_date(changeset) do + # First check the changeset for changes + case Ash.Changeset.fetch_change(changeset, :join_date) do + {:ok, date} when not is_nil(date) -> + {:ok, date} + + _ -> + # Then check existing data + case changeset.data do + %{join_date: date} when not is_nil(date) -> {:ok, date} + _ -> {:error, :join_date_not_set} + end + end + end + + defp get_membership_fee_type_id(changeset) do + # First check the changeset for changes + case Ash.Changeset.fetch_change(changeset, :membership_fee_type_id) do + {:ok, id} when not is_nil(id) -> + {:ok, id} + + _ -> + # Then check existing data + case changeset.data do + %{membership_fee_type_id: id} when not is_nil(id) -> {:ok, id} + _ -> {:error, :membership_fee_type_not_set} + end + end + end + + defp get_interval(membership_fee_type_id) do + case Ash.get(Mv.MembershipFees.MembershipFeeType, membership_fee_type_id) do + {:ok, %{interval: interval}} -> {:ok, interval} + {:error, _} -> {:error, :membership_fee_type_not_found} + end + end + + defp get_include_joining_cycle do + case Mv.Membership.get_settings() do + {:ok, %{include_joining_cycle: include}} -> {:ok, include} + {:error, _} -> {:ok, true} + end + end + + @doc """ + Calculates the membership fee start date based on join date, interval, and settings. + + ## Parameters + + - `join_date` - The date the member joined + - `interval` - The billing interval (:monthly, :quarterly, :half_yearly, :yearly) + - `include_joining_cycle` - Whether to include the joining cycle + + ## Returns + + The calculated start date (first day of the appropriate cycle). + + ## Examples + + iex> calculate_start_date(~D[2024-03-15], :yearly, true) + ~D[2024-01-01] + + iex> calculate_start_date(~D[2024-03-15], :yearly, false) + ~D[2025-01-01] + + iex> calculate_start_date(~D[2024-03-15], :quarterly, true) + ~D[2024-01-01] + + iex> calculate_start_date(~D[2024-03-15], :quarterly, false) + ~D[2024-04-01] + + """ + @spec calculate_start_date(Date.t(), CalendarCycles.interval(), boolean()) :: Date.t() + def calculate_start_date(join_date, interval, include_joining_cycle) do + if include_joining_cycle do + # Start date is the first day of the joining cycle + CalendarCycles.calculate_cycle_start(join_date, interval) + else + # Start date is the first day of the next cycle after joining + join_cycle_start = CalendarCycles.calculate_cycle_start(join_date, interval) + CalendarCycles.next_cycle_start(join_cycle_start, interval) + end + end +end diff --git a/lib/membership_fees/membership_fee_cycle.ex b/lib/membership_fees/membership_fee_cycle.ex new file mode 100644 index 0000000..4c47623 --- /dev/null +++ b/lib/membership_fees/membership_fee_cycle.ex @@ -0,0 +1,102 @@ +defmodule Mv.MembershipFees.MembershipFeeCycle do + @moduledoc """ + Ash resource representing an individual membership fee cycle for a member. + + ## Overview + MembershipFeeCycle represents a single billing cycle for a member. Each cycle + tracks the payment status and amount for a specific time period. + + ## Attributes + - `cycle_start` - Start date of the billing cycle (aligned to calendar boundaries) + - `amount` - The fee amount for this cycle (stored for audit trail) + - `status` - Payment status: unpaid, paid, or suspended + - `notes` - Optional notes for this cycle + + ## Design Decisions + - **No cycle_end field**: Calculated from cycle_start + interval (from fee type) + - **Amount stored per cycle**: Preserves historical amounts when fee type changes + - **Calendar-aligned cycles**: All cycles start on calendar boundaries + + ## Relationships + - `belongs_to :member` - The member this cycle belongs to + - `belongs_to :membership_fee_type` - The fee type for this cycle + + ## Constraints + - Unique constraint on (member_id, cycle_start) - one cycle per period per member + - CASCADE delete when member is deleted + - RESTRICT delete on membership_fee_type if cycles exist + """ + use Ash.Resource, + domain: Mv.MembershipFees, + data_layer: AshPostgres.DataLayer + + postgres do + table "membership_fee_cycles" + repo Mv.Repo + end + + resource do + description "Individual membership fee cycle for a member" + end + + actions do + defaults [:read, :destroy] + + create :create do + primary? true + accept [:cycle_start, :amount, :status, :notes, :member_id, :membership_fee_type_id] + end + + update :update do + primary? true + accept [:status, :notes] + end + end + + attributes do + uuid_v7_primary_key :id + + attribute :cycle_start, :date do + allow_nil? false + public? true + description "Start date of the billing cycle" + end + + attribute :amount, :decimal do + allow_nil? false + public? true + + description "Fee amount for this cycle (stored for audit trail, non-negative, max 2 decimal places)" + + constraints min: 0, scale: 2 + end + + attribute :status, :atom do + allow_nil? false + public? true + default :unpaid + description "Payment status of this cycle" + constraints one_of: [:unpaid, :paid, :suspended] + end + + attribute :notes, :string do + allow_nil? true + public? true + description "Optional notes for this cycle" + end + end + + relationships do + belongs_to :member, Mv.Membership.Member do + allow_nil? false + end + + belongs_to :membership_fee_type, Mv.MembershipFees.MembershipFeeType do + allow_nil? false + end + end + + identities do + identity :unique_cycle_per_member, [:member_id, :cycle_start] + end +end diff --git a/lib/membership_fees/membership_fee_type.ex b/lib/membership_fees/membership_fee_type.ex new file mode 100644 index 0000000..877a385 --- /dev/null +++ b/lib/membership_fees/membership_fee_type.ex @@ -0,0 +1,92 @@ +defmodule Mv.MembershipFees.MembershipFeeType do + @moduledoc """ + Ash resource representing a membership fee type definition. + + ## Overview + MembershipFeeType defines the different types of membership fees that can be + assigned to members. Each type has a fixed interval (billing cycle) and a + default amount. + + ## Attributes + - `name` - Unique name for the fee type (e.g., "Standard", "Reduced", "Family") + - `amount` - The fee amount in the default currency (decimal) + - `interval` - Billing interval: monthly, quarterly, half_yearly, or yearly + - `description` - Optional description for the fee type + + ## Immutability + The `interval` field is immutable after creation. This prevents complex + migration scenarios when changing billing cycles. To change intervals, + create a new fee type and migrate members. + + ## Relationships + - `has_many :members` - Members assigned to this fee type + - `has_many :membership_fee_cycles` - All cycles using this fee type + """ + use Ash.Resource, + domain: Mv.MembershipFees, + data_layer: AshPostgres.DataLayer + + postgres do + table "membership_fee_types" + repo Mv.Repo + end + + resource do + description "Membership fee type definition with interval and amount" + end + + actions do + defaults [:read, :destroy] + + create :create do + primary? true + accept [:name, :amount, :interval, :description] + end + + update :update do + primary? true + # Note: interval is NOT in accept list - it's immutable after creation + # Immutability validation will be added in a future issue + accept [:name, :amount, :description] + end + end + + attributes do + uuid_v7_primary_key :id + + attribute :name, :string do + allow_nil? false + public? true + description "Unique name for the membership fee type" + end + + attribute :amount, :decimal do + allow_nil? false + public? true + description "Fee amount in default currency (non-negative, max 2 decimal places)" + constraints min: 0, scale: 2 + end + + attribute :interval, :atom do + allow_nil? false + public? true + description "Billing interval (immutable after creation)" + constraints one_of: [:monthly, :quarterly, :half_yearly, :yearly] + end + + attribute :description, :string do + allow_nil? true + public? true + description "Optional description for the fee type" + end + end + + relationships do + has_many :membership_fee_cycles, Mv.MembershipFees.MembershipFeeCycle + has_many :members, Mv.Membership.Member + end + + identities do + identity :unique_name, [:name] + end +end diff --git a/lib/membership_fees/membership_fees.ex b/lib/membership_fees/membership_fees.ex new file mode 100644 index 0000000..7a2833a --- /dev/null +++ b/lib/membership_fees/membership_fees.ex @@ -0,0 +1,42 @@ +defmodule Mv.MembershipFees do + @moduledoc """ + Ash Domain for membership fee management. + + ## Resources + - `MembershipFeeType` - Defines membership fee types with intervals and amounts + - `MembershipFeeCycle` - Individual membership fee cycles per member + + ## Overview + This domain handles the complete membership fee lifecycle including: + - Fee type definitions (monthly, quarterly, half-yearly, yearly) + - Individual fee cycles for each member + - Payment status tracking (unpaid, paid, suspended) + + ## Architecture Decisions + - `interval` field on MembershipFeeType is immutable after creation + - `cycle_end` is calculated, not stored (from cycle_start + interval) + - `amount` is stored per cycle for audit trail when prices change + """ + use Ash.Domain, + extensions: [AshAdmin.Domain, AshPhoenix] + + admin do + show? true + end + + resources do + resource Mv.MembershipFees.MembershipFeeType do + define :create_membership_fee_type, action: :create + define :list_membership_fee_types, action: :read + define :update_membership_fee_type, action: :update + define :destroy_membership_fee_type, action: :destroy + end + + resource Mv.MembershipFees.MembershipFeeCycle do + define :create_membership_fee_cycle, action: :create + define :list_membership_fee_cycles, action: :read + define :update_membership_fee_cycle, action: :update + define :destroy_membership_fee_cycle, action: :destroy + end + end +end diff --git a/lib/mv/constants.ex b/lib/mv/constants.ex index 7bfb07b..843ad2b 100644 --- a/lib/mv/constants.ex +++ b/lib/mv/constants.ex @@ -15,7 +15,8 @@ defmodule Mv.Constants do :city, :street, :house_number, - :postal_code + :postal_code, + :membership_fee_start_date ] @custom_field_prefix "custom_field_" diff --git a/lib/mv/membership_fees/calendar_cycles.ex b/lib/mv/membership_fees/calendar_cycles.ex new file mode 100644 index 0000000..8a4ef24 --- /dev/null +++ b/lib/mv/membership_fees/calendar_cycles.ex @@ -0,0 +1,329 @@ +defmodule Mv.MembershipFees.CalendarCycles do + @moduledoc """ + Calendar-based cycle calculation functions for membership fees. + + This module provides functions for calculating cycle boundaries + based on interval types (monthly, quarterly, half-yearly, yearly). + + The calculation functions (`calculate_cycle_start/3`, `calculate_cycle_end/2`, + `next_cycle_start/2`) are pure functions with no side effects. + + The time-dependent functions (`current_cycle?/3`, `last_completed_cycle?/3`) + depend on a date parameter for testability. Their 2-argument variants + (`current_cycle?/2`, `last_completed_cycle?/2`) use `Date.utc_today()` and + are not referentially transparent. + + ## Interval Types + + - `:monthly` - Cycles from 1st to last day of each month + - `:quarterly` - Cycles from 1st of Jan/Apr/Jul/Oct to last day of quarter + - `:half_yearly` - Cycles from 1st of Jan/Jul to last day of half-year + - `:yearly` - Cycles from Jan 1st to Dec 31st + + ## Examples + + iex> date = ~D[2024-03-15] + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(date, :monthly) + ~D[2024-03-01] + + iex> cycle_start = ~D[2024-01-01] + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(cycle_start, :yearly) + ~D[2024-12-31] + + iex> cycle_start = ~D[2024-01-01] + iex> Mv.MembershipFees.CalendarCycles.next_cycle_start(cycle_start, :yearly) + ~D[2025-01-01] + """ + + @typedoc """ + Interval type for membership fee cycles. + + - `:monthly` - Monthly cycles (1st to last day of month) + - `:quarterly` - Quarterly cycles (1st of quarter to last day of quarter) + - `:half_yearly` - Half-yearly cycles (1st of half-year to last day of half-year) + - `:yearly` - Yearly cycles (Jan 1st to Dec 31st) + """ + @type interval :: :monthly | :quarterly | :half_yearly | :yearly + + @doc """ + Calculates the start date of the cycle that contains the reference date. + + ## Parameters + + - `date` - Ignored in this 3-argument version (kept for API consistency) + - `interval` - The interval type (`:monthly`, `:quarterly`, `:half_yearly`, `:yearly`) + - `reference_date` - The date used to determine which cycle to calculate + + ## Returns + + The start date of the cycle containing the reference date. + + ## Examples + + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-03-15], :monthly, ~D[2024-05-20]) + ~D[2024-05-01] + + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-03-15], :quarterly, ~D[2024-05-20]) + ~D[2024-04-01] + """ + @spec calculate_cycle_start(Date.t(), interval(), Date.t()) :: Date.t() + def calculate_cycle_start(_date, interval, reference_date) do + case interval do + :monthly -> monthly_cycle_start(reference_date) + :quarterly -> quarterly_cycle_start(reference_date) + :half_yearly -> half_yearly_cycle_start(reference_date) + :yearly -> yearly_cycle_start(reference_date) + end + end + + @doc """ + Calculates the start date of the cycle that contains the given date. + + This is a convenience function that calls `calculate_cycle_start/3` with `date` as both + the input and reference date. + + ## Parameters + + - `date` - The date used to determine which cycle to calculate + - `interval` - The interval type (`:monthly`, `:quarterly`, `:half_yearly`, `:yearly`) + + ## Returns + + The start date of the cycle containing the given date. + + ## Examples + + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-03-15], :monthly) + ~D[2024-03-01] + + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-05-15], :quarterly) + ~D[2024-04-01] + + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-09-15], :half_yearly) + ~D[2024-07-01] + + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_start(~D[2024-12-15], :yearly) + ~D[2024-01-01] + """ + @spec calculate_cycle_start(Date.t(), interval()) :: Date.t() + def calculate_cycle_start(date, interval) do + calculate_cycle_start(date, interval, date) + end + + @doc """ + Calculates the end date of a cycle based on its start date and interval. + + ## Parameters + + - `cycle_start` - The start date of the cycle + - `interval` - The interval type + + ## Returns + + The end date of the cycle. + + ## Examples + + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(~D[2024-03-01], :monthly) + ~D[2024-03-31] + + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(~D[2024-02-01], :monthly) + ~D[2024-02-29] + + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(~D[2024-01-01], :quarterly) + ~D[2024-03-31] + + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(~D[2024-01-01], :half_yearly) + ~D[2024-06-30] + + iex> Mv.MembershipFees.CalendarCycles.calculate_cycle_end(~D[2024-01-01], :yearly) + ~D[2024-12-31] + """ + @spec calculate_cycle_end(Date.t(), interval()) :: Date.t() + def calculate_cycle_end(cycle_start, interval) do + case interval do + :monthly -> monthly_cycle_end(cycle_start) + :quarterly -> quarterly_cycle_end(cycle_start) + :half_yearly -> half_yearly_cycle_end(cycle_start) + :yearly -> yearly_cycle_end(cycle_start) + end + end + + @doc """ + Calculates the start date of the next cycle. + + ## Parameters + + - `cycle_start` - The start date of the current cycle + - `interval` - The interval type + + ## Returns + + The start date of the next cycle. + + ## Examples + + iex> Mv.MembershipFees.CalendarCycles.next_cycle_start(~D[2024-01-01], :monthly) + ~D[2024-02-01] + + iex> Mv.MembershipFees.CalendarCycles.next_cycle_start(~D[2024-01-01], :quarterly) + ~D[2024-04-01] + + iex> Mv.MembershipFees.CalendarCycles.next_cycle_start(~D[2024-01-01], :half_yearly) + ~D[2024-07-01] + + iex> Mv.MembershipFees.CalendarCycles.next_cycle_start(~D[2024-01-01], :yearly) + ~D[2025-01-01] + """ + @spec next_cycle_start(Date.t(), interval()) :: Date.t() + def next_cycle_start(cycle_start, interval) do + cycle_end = calculate_cycle_end(cycle_start, interval) + next_date = Date.add(cycle_end, 1) + calculate_cycle_start(next_date, interval) + end + + @doc """ + Checks if the cycle contains the given date. + + ## Parameters + + - `cycle_start` - The start date of the cycle + - `interval` - The interval type + - `today` - The date to check (defaults to today's date) + + ## Returns + + `true` if the given date is within the cycle, `false` otherwise. + + ## Examples + + iex> Mv.MembershipFees.CalendarCycles.current_cycle?(~D[2024-03-01], :monthly, ~D[2024-03-15]) + true + + iex> Mv.MembershipFees.CalendarCycles.current_cycle?(~D[2024-02-01], :monthly, ~D[2024-03-15]) + false + + iex> Mv.MembershipFees.CalendarCycles.current_cycle?(~D[2024-03-01], :monthly, ~D[2024-03-01]) + true + + iex> Mv.MembershipFees.CalendarCycles.current_cycle?(~D[2024-03-01], :monthly, ~D[2024-03-31]) + true + """ + @spec current_cycle?(Date.t(), interval(), Date.t()) :: boolean() + def current_cycle?(cycle_start, interval, today) do + cycle_end = calculate_cycle_end(cycle_start, interval) + + Date.compare(cycle_start, today) in [:lt, :eq] and + Date.compare(today, cycle_end) in [:lt, :eq] + end + + @spec current_cycle?(Date.t(), interval()) :: boolean() + def current_cycle?(cycle_start, interval) do + current_cycle?(cycle_start, interval, Date.utc_today()) + end + + @doc """ + Checks if the cycle is the last completed cycle. + + A cycle is considered the last completed cycle if: + - The cycle has ended (cycle_end < today) + - The next cycle has not ended yet (today <= next_end) + + In other words: `cycle_end < today <= next_end` + + ## Parameters + + - `cycle_start` - The start date of the cycle + - `interval` - The interval type + - `today` - The date to check against (defaults to today's date) + + ## Returns + + `true` if the cycle is the last completed cycle, `false` otherwise. + + ## Examples + + iex> Mv.MembershipFees.CalendarCycles.last_completed_cycle?(~D[2024-03-01], :monthly, ~D[2024-04-01]) + true + + iex> Mv.MembershipFees.CalendarCycles.last_completed_cycle?(~D[2024-03-01], :monthly, ~D[2024-03-15]) + false + + iex> Mv.MembershipFees.CalendarCycles.last_completed_cycle?(~D[2024-02-01], :monthly, ~D[2024-04-15]) + false + """ + @spec last_completed_cycle?(Date.t(), interval(), Date.t()) :: boolean() + def last_completed_cycle?(cycle_start, interval, today) do + cycle_end = calculate_cycle_end(cycle_start, interval) + + # Cycle must have ended (cycle_end < today) + case Date.compare(today, cycle_end) do + :gt -> + # Check if this is the most recent completed cycle + # by verifying that the next cycle hasn't ended yet (today <= next_end) + next_start = next_cycle_start(cycle_start, interval) + next_end = calculate_cycle_end(next_start, interval) + + Date.compare(today, next_end) in [:lt, :eq] + + _ -> + false + end + end + + @spec last_completed_cycle?(Date.t(), interval()) :: boolean() + def last_completed_cycle?(cycle_start, interval) do + last_completed_cycle?(cycle_start, interval, Date.utc_today()) + end + + # Private helper functions + + defp monthly_cycle_start(date) do + Date.new!(date.year, date.month, 1) + end + + defp monthly_cycle_end(cycle_start) do + Date.end_of_month(cycle_start) + end + + defp quarterly_cycle_start(date) do + quarter_start_month = + case date.month do + m when m in [1, 2, 3] -> 1 + m when m in [4, 5, 6] -> 4 + m when m in [7, 8, 9] -> 7 + m when m in [10, 11, 12] -> 10 + end + + Date.new!(date.year, quarter_start_month, 1) + end + + defp quarterly_cycle_end(cycle_start) do + case cycle_start.month do + 1 -> Date.new!(cycle_start.year, 3, 31) + 4 -> Date.new!(cycle_start.year, 6, 30) + 7 -> Date.new!(cycle_start.year, 9, 30) + 10 -> Date.new!(cycle_start.year, 12, 31) + end + end + + defp half_yearly_cycle_start(date) do + half_start_month = if date.month in 1..6, do: 1, else: 7 + Date.new!(date.year, half_start_month, 1) + end + + defp half_yearly_cycle_end(cycle_start) do + case cycle_start.month do + 1 -> Date.new!(cycle_start.year, 6, 30) + 7 -> Date.new!(cycle_start.year, 12, 31) + end + end + + defp yearly_cycle_start(date) do + Date.new!(date.year, 1, 1) + end + + defp yearly_cycle_end(cycle_start) do + Date.new!(cycle_start.year, 12, 31) + end +end diff --git a/lib/mv/membership_fees/cycle_generation_job.ex b/lib/mv/membership_fees/cycle_generation_job.ex new file mode 100644 index 0000000..71a3158 --- /dev/null +++ b/lib/mv/membership_fees/cycle_generation_job.ex @@ -0,0 +1,174 @@ +defmodule Mv.MembershipFees.CycleGenerationJob do + @moduledoc """ + Scheduled job for generating membership fee cycles. + + This module provides a skeleton for scheduled cycle generation. + In the future, this can be integrated with Oban or similar job processing libraries. + + ## Current Implementation + + Currently provides manual execution functions that can be called: + - From IEx console for administrative tasks + - From a cron job via a Mix task + - From the admin UI (future) + + ## Future Oban Integration + + When Oban is added to the project, this module can be converted to an Oban worker: + + defmodule Mv.MembershipFees.CycleGenerationJob do + use Oban.Worker, + queue: :membership_fees, + max_attempts: 3 + + @impl Oban.Worker + def perform(%Oban.Job{}) do + Mv.MembershipFees.CycleGenerator.generate_cycles_for_all_members() + end + end + + ## Usage + + # Manual execution from IEx + Mv.MembershipFees.CycleGenerationJob.run() + + # Check if cycles need to be generated + Mv.MembershipFees.CycleGenerationJob.pending_members_count() + + """ + + alias Mv.MembershipFees.CycleGenerator + + require Ash.Query + require Logger + + @doc """ + Runs the cycle generation job for all active members. + + This is the main entry point for scheduled execution. + + ## Returns + + - `{:ok, results}` - Map with success/failed counts + - `{:error, reason}` - Error with reason + + ## Examples + + iex> Mv.MembershipFees.CycleGenerationJob.run() + {:ok, %{success: 45, failed: 0, total: 45}} + + """ + @spec run() :: {:ok, map()} | {:error, term()} + def run do + Logger.info("Starting membership fee cycle generation job") + start_time = System.monotonic_time(:millisecond) + + result = CycleGenerator.generate_cycles_for_all_members() + + elapsed = System.monotonic_time(:millisecond) - start_time + + case result do + {:ok, stats} -> + Logger.info( + "Cycle generation completed in #{elapsed}ms: #{stats.success} success, #{stats.failed} failed, #{stats.total} total" + ) + + result + + {:error, reason} -> + Logger.error("Cycle generation failed: #{inspect(reason)}") + result + end + end + + @doc """ + Runs cycle generation with custom options. + + ## Options + + - `:today` - Override today's date (useful for testing or catch-up) + - `:batch_size` - Number of members to process in parallel + + ## Examples + + # Generate cycles as if today was a specific date + Mv.MembershipFees.CycleGenerationJob.run(today: ~D[2024-12-31]) + + # Process with smaller batch size + Mv.MembershipFees.CycleGenerationJob.run(batch_size: 5) + + """ + @spec run(keyword()) :: {:ok, map()} | {:error, term()} + def run(opts) when is_list(opts) do + Logger.info("Starting membership fee cycle generation job with opts: #{inspect(opts)}") + start_time = System.monotonic_time(:millisecond) + + result = CycleGenerator.generate_cycles_for_all_members(opts) + + elapsed = System.monotonic_time(:millisecond) - start_time + + case result do + {:ok, stats} -> + Logger.info( + "Cycle generation completed in #{elapsed}ms: #{stats.success} success, #{stats.failed} failed, #{stats.total} total" + ) + + result + + {:error, reason} -> + Logger.error("Cycle generation failed: #{inspect(reason)}") + result + end + end + + @doc """ + Returns the count of members that need cycle generation. + + A member needs cycle generation if: + - Has a membership_fee_type assigned + - Has a join_date set + - Is active (no exit_date or exit_date >= today) + + ## Returns + + - `{:ok, count}` - Number of members needing generation + - `{:error, reason}` - Error with reason + + """ + @spec pending_members_count() :: {:ok, non_neg_integer()} | {:error, term()} + def pending_members_count do + today = Date.utc_today() + + query = + Mv.Membership.Member + |> Ash.Query.filter(not is_nil(membership_fee_type_id)) + |> Ash.Query.filter(not is_nil(join_date)) + |> Ash.Query.filter(is_nil(exit_date) or exit_date >= ^today) + + case Ash.count(query) do + {:ok, count} -> {:ok, count} + {:error, reason} -> {:error, reason} + end + end + + @doc """ + Generates cycles for a specific member by ID. + + Useful for administrative tasks or manual corrections. + + ## Parameters + + - `member_id` - The UUID of the member + + ## Returns + + - `{:ok, cycles}` - List of newly created cycles + - `{:error, reason}` - Error with reason + + """ + @spec run_for_member(String.t()) :: {:ok, [map()]} | {:error, term()} + def run_for_member(member_id) when is_binary(member_id) do + Logger.info("Generating cycles for member #{member_id}") + CycleGenerator.generate_cycles_for_member(member_id) + end +end diff --git a/lib/mv/membership_fees/cycle_generator.ex b/lib/mv/membership_fees/cycle_generator.ex new file mode 100644 index 0000000..0727a62 --- /dev/null +++ b/lib/mv/membership_fees/cycle_generator.ex @@ -0,0 +1,390 @@ +defmodule Mv.MembershipFees.CycleGenerator do + @moduledoc """ + Module for generating membership fee cycles for members. + + This module provides functions to automatically generate membership fee cycles + based on a member's fee type, start date, and exit date. + + ## Algorithm + + 1. Load member with relationships (membership_fee_type, membership_fee_cycles) + 2. Determine the generation start point: + - If NO cycles exist: Start from `membership_fee_start_date` (or calculated from `join_date`) + - If cycles exist: Start from the cycle AFTER the last existing one + 3. Generate all cycle starts from the determined start point to today (or `exit_date`) + 4. Create new cycles with the current amount from `membership_fee_type` + + ## Important: Gap Handling + + **Gaps are NOT filled.** If a cycle was explicitly deleted (e.g., 2023 was deleted + but 2022 and 2024 exist), the generator will NOT recreate the deleted cycle. + It always continues from the LAST existing cycle, regardless of any gaps. + + This behavior ensures that manually deleted cycles remain deleted and prevents + unwanted automatic recreation of intentionally removed cycles. + + ## Concurrency + + Uses PostgreSQL advisory locks to prevent race conditions when generating + cycles for the same member concurrently. + + ## Examples + + # Generate cycles for a single member + {:ok, cycles} = CycleGenerator.generate_cycles_for_member(member) + + # Generate cycles for all active members + {:ok, results} = CycleGenerator.generate_cycles_for_all_members() + + """ + + alias Mv.MembershipFees.CalendarCycles + alias Mv.MembershipFees.MembershipFeeCycle + alias Mv.MembershipFees.Changes.SetMembershipFeeStartDate + alias Mv.Membership.Member + alias Mv.Repo + + require Ash.Query + require Logger + + @type generate_result :: {:ok, [MembershipFeeCycle.t()]} | {:error, term()} + + @doc """ + Generates membership fee cycles for a single member. + + Uses an advisory lock to prevent concurrent generation for the same member. + + ## Parameters + + - `member` - The member struct or member ID + - `opts` - Options: + - `:today` - Override today's date (useful for testing) + + ## Returns + + - `{:ok, cycles}` - List of newly created cycles + - `{:error, reason}` - Error with reason + + ## Examples + + {:ok, cycles} = CycleGenerator.generate_cycles_for_member(member) + {:ok, cycles} = CycleGenerator.generate_cycles_for_member(member_id) + {:ok, cycles} = CycleGenerator.generate_cycles_for_member(member, today: ~D[2024-12-31]) + + """ + @spec generate_cycles_for_member(Member.t() | String.t(), keyword()) :: generate_result() + def generate_cycles_for_member(member_or_id, opts \\ []) + + def generate_cycles_for_member(member_id, opts) when is_binary(member_id) do + case load_member(member_id) do + {:ok, member} -> generate_cycles_for_member(member, opts) + {:error, reason} -> {:error, reason} + end + end + + def generate_cycles_for_member(%Member{} = member, opts) do + today = Keyword.get(opts, :today, Date.utc_today()) + + # Use advisory lock to prevent concurrent generation + # Notifications are handled inside with_advisory_lock after transaction commits + with_advisory_lock(member.id, fn -> + do_generate_cycles(member, today) + end) + end + + @doc """ + Generates membership fee cycles for all members with a fee type assigned. + + This includes both active and inactive (left) members. Inactive members + will have cycles generated up to their exit_date if they don't have cycles + for that period yet. This allows for catch-up generation of missing cycles. + + Members processed are those who: + - Have a membership_fee_type assigned + - Have a join_date set + + The exit_date boundary is respected during generation (not in the query), + so inactive members will get cycles up to their exit date. + + ## Parameters + + - `opts` - Options: + - `:today` - Override today's date (useful for testing) + - `:batch_size` - Number of members to process in parallel (default: 10) + + ## Returns + + - `{:ok, results}` - Map with :success and :failed counts + - `{:error, reason}` - Error with reason + + """ + @spec generate_cycles_for_all_members(keyword()) :: {:ok, map()} | {:error, term()} + def generate_cycles_for_all_members(opts \\ []) do + today = Keyword.get(opts, :today, Date.utc_today()) + batch_size = Keyword.get(opts, :batch_size, 10) + + # Query ALL members with fee type assigned (including inactive/left members) + # The exit_date boundary is applied during cycle generation, not here. + # This allows catch-up generation for members who left but are missing cycles. + query = + Member + |> Ash.Query.filter(not is_nil(membership_fee_type_id)) + |> Ash.Query.filter(not is_nil(join_date)) + + case Ash.read(query) do + {:ok, members} -> + results = process_members_in_batches(members, batch_size, today) + {:ok, build_results_summary(results)} + + {:error, reason} -> + {:error, reason} + end + end + + defp process_members_in_batches(members, batch_size, today) do + members + |> Enum.chunk_every(batch_size) + |> Enum.flat_map(&process_batch(&1, today)) + end + + defp process_batch(batch, today) do + batch + |> Task.async_stream(fn member -> + {member.id, generate_cycles_for_member(member, today: today)} + end) + |> Enum.map(fn + {:ok, result} -> + result + + {:exit, reason} -> + # Task crashed - log and return error tuple + Logger.error("Task crashed during cycle generation: #{inspect(reason)}") + {nil, {:error, {:task_exit, reason}}} + end) + end + + defp build_results_summary(results) do + success_count = Enum.count(results, fn {_id, result} -> match?({:ok, _}, result) end) + failed_count = Enum.count(results, fn {_id, result} -> match?({:error, _}, result) end) + + %{success: success_count, failed: failed_count, total: length(results)} + end + + # Private functions + + defp load_member(member_id) do + Member + |> Ash.Query.filter(id == ^member_id) + |> Ash.Query.load([:membership_fee_type, :membership_fee_cycles]) + |> Ash.read_one() + |> case do + {:ok, nil} -> {:error, :member_not_found} + {:ok, member} -> {:ok, member} + {:error, reason} -> {:error, reason} + end + end + + defp with_advisory_lock(member_id, fun) do + # Convert UUID to integer for advisory lock (use hash) + lock_key = :erlang.phash2(member_id) + + result = + Repo.transaction(fn -> + # Acquire advisory lock for this transaction + Ecto.Adapters.SQL.query!(Repo, "SELECT pg_advisory_xact_lock($1)", [lock_key]) + + case fun.() do + {:ok, result, notifications} when is_list(notifications) -> + # Return result and notifications separately + {result, notifications} + + {:ok, result} -> + # Handle case where no notifications were returned (backward compatibility) + {result, []} + + {:error, reason} -> + Repo.rollback(reason) + end + end) + + # Extract result and notifications, send notifications after transaction + case result do + {:ok, {cycles, notifications}} -> + if Enum.any?(notifications) do + Ash.Notifier.notify(notifications) + end + + {:ok, cycles} + + {:error, reason} -> + {:error, reason} + end + end + + defp do_generate_cycles(member, today) do + # Reload member with relationships to ensure fresh data + case load_member(member.id) do + {:ok, member} -> + cond do + is_nil(member.membership_fee_type_id) -> + {:error, :no_membership_fee_type} + + is_nil(member.join_date) -> + {:error, :no_join_date} + + true -> + generate_missing_cycles(member, today) + end + + {:error, reason} -> + {:error, reason} + end + end + + defp generate_missing_cycles(member, today) do + fee_type = member.membership_fee_type + interval = fee_type.interval + amount = fee_type.amount + existing_cycles = member.membership_fee_cycles || [] + + # Determine start point based on existing cycles + # Note: We do NOT fill gaps - only generate from the last existing cycle onwards + start_date = determine_generation_start(member, existing_cycles, interval) + + # Determine end date (today or exit_date, whichever is earlier) + end_date = determine_end_date(member, today) + + # Only generate if start_date <= end_date + if start_date && Date.compare(start_date, end_date) != :gt do + cycle_starts = generate_cycle_starts(start_date, end_date, interval) + create_cycles(cycle_starts, member.id, fee_type.id, amount) + else + {:ok, [], []} + end + end + + # No existing cycles: start from membership_fee_start_date + defp determine_generation_start(member, [], interval) do + determine_start_date(member, interval) + end + + # Has existing cycles: start from the cycle AFTER the last one + # This ensures gaps (deleted cycles) are NOT filled + defp determine_generation_start(_member, existing_cycles, interval) do + last_cycle_start = + existing_cycles + |> Enum.map(& &1.cycle_start) + |> Enum.max(Date) + + CalendarCycles.next_cycle_start(last_cycle_start, interval) + end + + defp determine_start_date(member, interval) do + if member.membership_fee_start_date do + member.membership_fee_start_date + else + # Calculate from join_date using global settings + include_joining_cycle = get_include_joining_cycle() + + SetMembershipFeeStartDate.calculate_start_date( + member.join_date, + interval, + include_joining_cycle + ) + end + end + + defp determine_end_date(member, today) do + if member.exit_date && Date.compare(member.exit_date, today) == :lt do + # Member has left - use the exit date as boundary + # Note: If exit_date == cycle_start, the cycle IS still generated. + # This means the member is considered a member on the first day of that cycle. + # Example: exit_date = 2025-01-01, yearly interval + # -> The 2025 cycle (starting 2025-01-01) WILL be generated + member.exit_date + else + today + end + end + + defp get_include_joining_cycle do + case Mv.Membership.get_settings() do + {:ok, %{include_joining_cycle: include}} -> include + {:error, _} -> true + end + end + + @doc """ + Generates all cycle start dates from a start date to an end date. + + ## Parameters + + - `start_date` - The first cycle start date + - `end_date` - The date up to which cycles should be generated + - `interval` - The billing interval + + ## Returns + + List of cycle start dates. + + ## Examples + + iex> generate_cycle_starts(~D[2024-01-01], ~D[2024-12-31], :quarterly) + [~D[2024-01-01], ~D[2024-04-01], ~D[2024-07-01], ~D[2024-10-01]] + + """ + @spec generate_cycle_starts(Date.t(), Date.t(), atom()) :: [Date.t()] + def generate_cycle_starts(start_date, end_date, interval) do + # Ensure start_date is aligned to cycle boundary + aligned_start = CalendarCycles.calculate_cycle_start(start_date, interval) + + generate_cycle_starts_acc(aligned_start, end_date, interval, []) + end + + defp generate_cycle_starts_acc(current_start, end_date, interval, acc) do + if Date.compare(current_start, end_date) == :gt do + # Current cycle start is after end date - stop + Enum.reverse(acc) + else + # Include this cycle and continue to next + next_start = CalendarCycles.next_cycle_start(current_start, interval) + generate_cycle_starts_acc(next_start, end_date, interval, [current_start | acc]) + end + end + + defp create_cycles(cycle_starts, member_id, fee_type_id, amount) do + results = + Enum.map(cycle_starts, fn cycle_start -> + attrs = %{ + cycle_start: cycle_start, + member_id: member_id, + membership_fee_type_id: fee_type_id, + amount: amount, + status: :unpaid + } + + # Return notifications to avoid warnings when creating within a transaction + case Ash.create(MembershipFeeCycle, attrs, return_notifications?: true) do + {:ok, cycle, notifications} -> {:ok, cycle, notifications} + {:error, reason} -> {:error, {cycle_start, reason}} + end + end) + + {successes, errors} = Enum.split_with(results, &match?({:ok, _, _}, &1)) + + all_notifications = + Enum.flat_map(successes, fn {:ok, _cycle, notifications} -> notifications end) + + if Enum.empty?(errors) do + successful_cycles = Enum.map(successes, fn {:ok, cycle, _notifications} -> cycle end) + # Return cycles and notifications to be sent after transaction commits + {:ok, successful_cycles, all_notifications} + else + Logger.warning("Some cycles failed to create: #{inspect(errors)}") + # Return partial failure with errors + # Note: When this error occurs, the transaction will be rolled back, + # so no cycles were actually persisted in the database + {:error, {:partial_failure, errors}} + end + end +end diff --git a/mix.lock b/mix.lock index a1c7505..44dffbf 100644 --- a/mix.lock +++ b/mix.lock @@ -30,7 +30,7 @@ "file_system": {:hex, :file_system, "1.1.1", 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"5978aa7b21fada6deabf1f6341ddba50bc69c999e812211903b169799208f2a8", [:mix], [{:expo, "~> 0.5.1 or ~> 1.0", [hex: :expo, repo: "hexpm", optional: false]}], "hexpm", "aa978504bcf76511efdc22d580ba08e2279caab1066b76bb9aa81c4a1e0a32a5"}, + "gettext": {:hex, :gettext, "1.0.2", "5457e1fd3f4abe47b0e13ff85086aabae760497a3497909b8473e0acee57673b", [:mix], [{:expo, "~> 0.5.1 or ~> 1.0", [hex: :expo, repo: "hexpm", optional: false]}], "hexpm", "eab805501886802071ad290714515c8c4a17196ea76e5afc9d06ca85fb1bfeb3"}, "glob_ex": {:hex, :glob_ex, "0.1.11", "cb50d3f1ef53f6ca04d6252c7fde09fd7a1cf63387714fe96f340a1349e62c93", [:mix], [], "hexpm", "342729363056e3145e61766b416769984c329e4378f1d558b63e341020525de4"}, "heroicons": {:git, "https://github.com/tailwindlabs/heroicons.git", "0435d4ca364a608cc75e2f8683d374e55abbae26", [tag: "v2.2.0", sparse: "optimized", depth: 1]}, "hpax": {:hex, :hpax, "1.0.3", "ed67ef51ad4df91e75cc6a1494f851850c0bd98ebc0be6e81b026e765ee535aa", [:mix], [], "hexpm", "8eab6e1cfa8d5918c2ce4ba43588e894af35dbd8e91e6e55c817bca5847df34a"}, diff --git a/priv/repo/migrations/20251211151449_add_membership_fees_tables.exs b/priv/repo/migrations/20251211151449_add_membership_fees_tables.exs new file mode 100644 index 0000000..e050521 --- /dev/null +++ b/priv/repo/migrations/20251211151449_add_membership_fees_tables.exs @@ -0,0 +1,142 @@ +defmodule Mv.Repo.Migrations.AddMembershipFeesTables do + @moduledoc """ + Updates resources based on their most recent snapshots. + + This file was autogenerated with `mix ash_postgres.generate_migrations` + """ + + use Ecto.Migration + + def up do + create table(:membership_fee_types, primary_key: false) do + add :id, :uuid, null: false, default: fragment("uuid_generate_v7()"), primary_key: true + add :name, :text, null: false + # Precision: 10 digits total, 2 decimal places (max 99,999,999.99) + add :amount, :numeric, null: false, precision: 10, scale: 2 + add :interval, :text, null: false + add :description, :text + end + + create unique_index(:membership_fee_types, [:name], + name: "membership_fee_types_unique_name_index" + ) + + # CHECK constraint for interval values (enforced at DB level) + create constraint(:membership_fee_types, :membership_fee_types_interval_check, + check: "interval IN ('monthly', 'quarterly', 'half_yearly', 'yearly')" + ) + + # CHECK constraint for non-negative amount + create constraint(:membership_fee_types, :membership_fee_types_amount_check, + check: "amount >= 0" + ) + + create table(:membership_fee_cycles, primary_key: false) do + add :id, :uuid, null: false, default: fragment("uuid_generate_v7()"), primary_key: true + add :cycle_start, :date, null: false + # Precision: 10 digits total, 2 decimal places (max 99,999,999.99) + add :amount, :numeric, null: false, precision: 10, scale: 2 + add :status, :text, null: false, default: "unpaid" + add :notes, :text + + # CASCADE: Delete cycles when member is deleted + add :member_id, + references(:members, + column: :id, + name: "membership_fee_cycles_member_id_fkey", + type: :uuid, + prefix: "public", + on_delete: :delete_all + ), + null: false + + # RESTRICT: Cannot delete fee type if cycles reference it + add :membership_fee_type_id, + references(:membership_fee_types, + column: :id, + name: "membership_fee_cycles_membership_fee_type_id_fkey", + type: :uuid, + prefix: "public", + on_delete: :restrict + ), + null: false + end + + # CHECK constraint for status values (enforced at DB level) + create constraint(:membership_fee_cycles, :membership_fee_cycles_status_check, + check: "status IN ('unpaid', 'paid', 'suspended')" + ) + + # CHECK constraint for non-negative amount + create constraint(:membership_fee_cycles, :membership_fee_cycles_amount_check, + check: "amount >= 0" + ) + + # Indexes as specified in architecture document + create index(:membership_fee_cycles, [:member_id]) + create index(:membership_fee_cycles, [:membership_fee_type_id]) + create index(:membership_fee_cycles, [:status]) + create index(:membership_fee_cycles, [:cycle_start]) + + # Composite unique index: one cycle per member per cycle_start + create unique_index(:membership_fee_cycles, [:member_id, :cycle_start], + name: "membership_fee_cycles_unique_cycle_per_member_index" + ) + + # Extend members table with membership fee fields + alter table(:members) do + add :membership_fee_start_date, :date + + # RESTRICT: Cannot delete fee type if members are assigned to it + add :membership_fee_type_id, + references(:membership_fee_types, + column: :id, + name: "members_membership_fee_type_id_fkey", + type: :uuid, + prefix: "public", + on_delete: :restrict + ) + end + + # Index for efficient lookup of members by fee type + create index(:members, [:membership_fee_type_id]) + end + + def down do + # First: Remove members extension (depends on membership_fee_types) + drop_if_exists index(:members, [:membership_fee_type_id]) + drop constraint(:members, "members_membership_fee_type_id_fkey") + + alter table(:members) do + remove :membership_fee_type_id + remove :membership_fee_start_date + end + + # Second: Drop cycles table (depends on membership_fee_types) + drop_if_exists unique_index(:membership_fee_cycles, [:member_id, :cycle_start], + name: "membership_fee_cycles_unique_cycle_per_member_index" + ) + + drop_if_exists index(:membership_fee_cycles, [:cycle_start]) + drop_if_exists index(:membership_fee_cycles, [:status]) + drop_if_exists index(:membership_fee_cycles, [:membership_fee_type_id]) + drop_if_exists index(:membership_fee_cycles, [:member_id]) + + drop constraint(:membership_fee_cycles, "membership_fee_cycles_member_id_fkey") + drop constraint(:membership_fee_cycles, "membership_fee_cycles_membership_fee_type_id_fkey") + drop_if_exists constraint(:membership_fee_cycles, :membership_fee_cycles_status_check) + drop_if_exists constraint(:membership_fee_cycles, :membership_fee_cycles_amount_check) + + drop table(:membership_fee_cycles) + + # Third: Drop fee types table + drop_if_exists unique_index(:membership_fee_types, [:name], + name: "membership_fee_types_unique_name_index" + ) + + drop_if_exists constraint(:membership_fee_types, :membership_fee_types_interval_check) + drop_if_exists constraint(:membership_fee_types, :membership_fee_types_amount_check) + + drop table(:membership_fee_types) + end +end diff --git a/priv/repo/migrations/20251211195058_add_membership_fee_settings.exs b/priv/repo/migrations/20251211195058_add_membership_fee_settings.exs new file mode 100644 index 0000000..a77ff5f --- /dev/null +++ b/priv/repo/migrations/20251211195058_add_membership_fee_settings.exs @@ -0,0 +1,25 @@ +defmodule Mv.Repo.Migrations.AddMembershipFeeSettings do + @moduledoc """ + Adds membership fee settings to the settings table. + + Note: The members table columns (membership_fee_start_date, membership_fee_type_id) + were already added in migration 20251211151449_add_membership_fees_tables. + """ + + use Ecto.Migration + + def up do + # Add membership fee settings to the settings table + alter table(:settings) do + add_if_not_exists :include_joining_cycle, :boolean, null: false, default: true + add_if_not_exists :default_membership_fee_type_id, :uuid + end + end + + def down do + alter table(:settings) do + remove_if_exists :default_membership_fee_type_id, :uuid + remove_if_exists :include_joining_cycle, :boolean + end + end +end diff --git a/priv/resource_snapshots/repo/members/20251211195058.json b/priv/resource_snapshots/repo/members/20251211195058.json new file mode 100644 index 0000000..a72bf8d --- /dev/null +++ b/priv/resource_snapshots/repo/members/20251211195058.json @@ -0,0 +1,245 @@ +{ + "attributes": [ + { + "allow_nil?": false, + "default": "fragment(\"uuid_generate_v7()\")", + "generated?": false, + "precision": null, + "primary_key?": true, + "references": null, + "scale": null, + "size": null, + "source": "id", + "type": "uuid" + }, + { + "allow_nil?": false, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "first_name", + "type": "text" + }, + { + "allow_nil?": false, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "last_name", + "type": "text" + }, + { + "allow_nil?": false, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "email", + "type": "text" + }, + { + "allow_nil?": true, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "paid", + "type": "boolean" + }, + { + "allow_nil?": true, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "phone_number", + "type": "text" + }, + { + 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null, + "size": null, + "source": "street", + "type": "text" + }, + { + "allow_nil?": true, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "house_number", + "type": "text" + }, + { + "allow_nil?": true, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "postal_code", + "type": "text" + }, + { + "allow_nil?": true, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "search_vector", + "type": "tsvector" + }, + { + "allow_nil?": true, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "membership_fee_start_date", + "type": "date" + }, + { + "allow_nil?": true, + 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"description", + "type": "text" + } + ], + "base_filter": null, + "check_constraints": [], + "custom_indexes": [], + "custom_statements": [], + "has_create_action": true, + "hash": "C58959BF589FEB75A9F05C2C717C04B641ED14E09FF2503C8B0637392AE5A335", + "identities": [ + { + "all_tenants?": false, + "base_filter": null, + "index_name": "membership_fee_types_unique_name_index", + "keys": [ + { + "type": "atom", + "value": "name" + } + ], + "name": "unique_name", + "nils_distinct?": true, + "where": null + } + ], + "multitenancy": { + "attribute": null, + "global": null, + "strategy": null + }, + "repo": "Elixir.Mv.Repo", + "schema": null, + "table": "membership_fee_types" +} \ No newline at end of file diff --git a/priv/resource_snapshots/repo/settings/20251211195058.json b/priv/resource_snapshots/repo/settings/20251211195058.json new file mode 100644 index 0000000..4b437b8 --- /dev/null +++ b/priv/resource_snapshots/repo/settings/20251211195058.json @@ -0,0 +1,103 @@ +{ + "attributes": [ + { + "allow_nil?": false, + "default": "fragment(\"gen_random_uuid()\")", + "generated?": false, + "precision": null, + "primary_key?": true, + "references": null, + "scale": null, + "size": null, + "source": "id", + "type": "uuid" + }, + { + "allow_nil?": false, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "club_name", + "type": "text" + }, + { + "allow_nil?": true, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "member_field_visibility", + "type": "map" + }, + { + "allow_nil?": false, + "default": "true", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "include_joining_cycle", + "type": "boolean" + }, + { + "allow_nil?": true, + "default": "nil", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "default_membership_fee_type_id", + "type": "uuid" + }, + { + "allow_nil?": false, + "default": "fragment(\"(now() AT TIME ZONE 'utc')\")", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "inserted_at", + "type": "utc_datetime_usec" + }, + { + "allow_nil?": false, + "default": "fragment(\"(now() AT TIME ZONE 'utc')\")", + "generated?": false, + "precision": null, + "primary_key?": false, + "references": null, + "scale": null, + "size": null, + "source": "updated_at", + "type": "utc_datetime_usec" + } + ], + "base_filter": null, + "check_constraints": [], + "custom_indexes": [], + "custom_statements": [], + "has_create_action": true, + "hash": "CD12EA080677C99D81C2A4A98F0DE419F7BDE1FA8C22206423C9D80305B064D2", + "identities": [], + "multitenancy": { + "attribute": null, + "global": null, + "strategy": null + }, + "repo": "Elixir.Mv.Repo", + "schema": null, + "table": "settings" +} \ No newline at end of file diff --git a/test/membership_fees/changes/set_membership_fee_start_date_test.exs b/test/membership_fees/changes/set_membership_fee_start_date_test.exs new file mode 100644 index 0000000..4af59db --- /dev/null +++ b/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 diff --git a/test/membership_fees/foreign_key_test.exs b/test/membership_fees/foreign_key_test.exs new file mode 100644 index 0000000..dd164a7 --- /dev/null +++ b/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 diff --git a/test/membership_fees/member_cycle_integration_test.exs b/test/membership_fees/member_cycle_integration_test.exs new file mode 100644 index 0000000..7cbfbff --- /dev/null +++ b/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 diff --git a/test/membership_fees/membership_fee_cycle_test.exs b/test/membership_fees/membership_fee_cycle_test.exs new file mode 100644 index 0000000..ca59e26 --- /dev/null +++ b/test/membership_fees/membership_fee_cycle_test.exs @@ -0,0 +1,282 @@ +defmodule Mv.MembershipFees.MembershipFeeCycleTest do + @moduledoc """ + Tests for MembershipFeeCycle resource. + """ + use Mv.DataCase, async: true + + alias Mv.MembershipFees.MembershipFeeCycle + alias Mv.MembershipFees.MembershipFeeType + alias Mv.Membership.Member + + setup do + # Create a member for testing + {:ok, member} = + Ash.create(Member, %{ + first_name: "Test", + last_name: "Member", + email: "test.member.#{System.unique_integer([:positive])}@example.com" + }) + + # Create a fee type for testing + {:ok, fee_type} = + Ash.create(MembershipFeeType, %{ + name: "Test Fee Type #{System.unique_integer([:positive])}", + amount: Decimal.new("100.00"), + interval: :monthly + }) + + %{member: member, fee_type: fee_type} + end + + describe "create MembershipFeeCycle" do + test "can create cycle with valid attributes", %{member: member, fee_type: fee_type} do + attrs = %{ + cycle_start: ~D[2025-01-01], + amount: Decimal.new("100.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id + } + + assert {:ok, %MembershipFeeCycle{} = cycle} = Ash.create(MembershipFeeCycle, attrs) + assert cycle.cycle_start == ~D[2025-01-01] + assert Decimal.equal?(cycle.amount, Decimal.new("100.00")) + assert cycle.member_id == member.id + assert cycle.membership_fee_type_id == fee_type.id + end + + test "can create cycle with notes", %{member: member, fee_type: fee_type} do + attrs = %{ + cycle_start: ~D[2025-01-01], + amount: Decimal.new("100.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id, + notes: "First payment cycle" + } + + assert {:ok, cycle} = Ash.create(MembershipFeeCycle, attrs) + assert cycle.notes == "First payment cycle" + end + + test "requires cycle_start", %{member: member, fee_type: fee_type} do + attrs = %{ + amount: Decimal.new("100.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id + } + + assert {:error, error} = Ash.create(MembershipFeeCycle, attrs) + assert error_on_field?(error, :cycle_start) + end + + test "requires amount", %{member: member, fee_type: fee_type} do + attrs = %{ + cycle_start: ~D[2025-01-01], + member_id: member.id, + membership_fee_type_id: fee_type.id + } + + assert {:error, error} = Ash.create(MembershipFeeCycle, attrs) + assert error_on_field?(error, :amount) + end + + test "requires member_id", %{fee_type: fee_type} do + attrs = %{ + cycle_start: ~D[2025-01-01], + amount: Decimal.new("100.00"), + membership_fee_type_id: fee_type.id + } + + assert {:error, error} = Ash.create(MembershipFeeCycle, attrs) + assert error_on_field?(error, :member_id) or error_on_field?(error, :member) + end + + test "requires membership_fee_type_id", %{member: member} do + attrs = %{ + cycle_start: ~D[2025-01-01], + amount: Decimal.new("100.00"), + member_id: member.id + } + + assert {:error, error} = Ash.create(MembershipFeeCycle, attrs) + + assert error_on_field?(error, :membership_fee_type_id) or + error_on_field?(error, :membership_fee_type) + end + + test "status defaults to :unpaid", %{member: member, fee_type: fee_type} do + attrs = %{ + cycle_start: ~D[2025-01-01], + amount: Decimal.new("100.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id + } + + assert {:ok, cycle} = Ash.create(MembershipFeeCycle, attrs) + assert cycle.status == :unpaid + end + + test "validates status enum values - unpaid", %{member: member, fee_type: fee_type} do + attrs = %{ + cycle_start: ~D[2025-01-01], + amount: Decimal.new("100.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id, + status: :unpaid + } + + assert {:ok, cycle} = Ash.create(MembershipFeeCycle, attrs) + assert cycle.status == :unpaid + end + + test "validates status enum values - paid", %{member: member, fee_type: fee_type} do + attrs = %{ + cycle_start: ~D[2025-02-01], + amount: Decimal.new("100.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id, + status: :paid + } + + assert {:ok, cycle} = Ash.create(MembershipFeeCycle, attrs) + assert cycle.status == :paid + end + + test "validates status enum values - suspended", %{member: member, fee_type: fee_type} do + attrs = %{ + cycle_start: ~D[2025-03-01], + amount: Decimal.new("100.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id, + status: :suspended + } + + assert {:ok, cycle} = Ash.create(MembershipFeeCycle, attrs) + assert cycle.status == :suspended + end + + test "rejects invalid status values", %{member: member, fee_type: fee_type} do + attrs = %{ + cycle_start: ~D[2025-01-01], + amount: Decimal.new("100.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id, + status: :cancelled + } + + assert {:error, error} = Ash.create(MembershipFeeCycle, attrs) + assert error_on_field?(error, :status) + end + + test "rejects negative amount", %{member: member, fee_type: fee_type} do + attrs = %{ + cycle_start: ~D[2025-04-01], + amount: Decimal.new("-50.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id + } + + assert {:error, error} = Ash.create(MembershipFeeCycle, attrs) + assert error_on_field?(error, :amount) + end + + test "accepts zero amount", %{member: member, fee_type: fee_type} do + attrs = %{ + cycle_start: ~D[2025-05-01], + amount: Decimal.new("0.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id + } + + assert {:ok, cycle} = Ash.create(MembershipFeeCycle, attrs) + assert Decimal.equal?(cycle.amount, Decimal.new("0.00")) + end + end + + describe "uniqueness constraint" do + test "cannot create duplicate cycle for same member and cycle_start", %{ + member: member, + fee_type: fee_type + } do + attrs = %{ + cycle_start: ~D[2025-01-01], + amount: Decimal.new("100.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id + } + + assert {:ok, _cycle1} = Ash.create(MembershipFeeCycle, attrs) + assert {:error, error} = Ash.create(MembershipFeeCycle, attrs) + + # Should fail due to uniqueness constraint + assert is_struct(error, Ash.Error.Invalid) + end + + test "can create cycles for same member with different cycle_start", %{ + member: member, + fee_type: fee_type + } do + attrs1 = %{ + cycle_start: ~D[2025-01-01], + amount: Decimal.new("100.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id + } + + attrs2 = %{ + cycle_start: ~D[2025-02-01], + amount: Decimal.new("100.00"), + member_id: member.id, + membership_fee_type_id: fee_type.id + } + + assert {:ok, _cycle1} = Ash.create(MembershipFeeCycle, attrs1) + assert {:ok, _cycle2} = Ash.create(MembershipFeeCycle, attrs2) + end + + test "can create cycles for different members with same cycle_start", %{fee_type: fee_type} do + {:ok, member1} = + Ash.create(Member, %{ + first_name: "Member", + last_name: "One", + email: "member.one.#{System.unique_integer([:positive])}@example.com" + }) + + {:ok, member2} = + Ash.create(Member, %{ + first_name: "Member", + last_name: "Two", + email: "member.two.#{System.unique_integer([:positive])}@example.com" + }) + + attrs1 = %{ + cycle_start: ~D[2025-01-01], + amount: Decimal.new("100.00"), + member_id: member1.id, + membership_fee_type_id: fee_type.id + } + + attrs2 = %{ + cycle_start: ~D[2025-01-01], + amount: Decimal.new("100.00"), + member_id: member2.id, + membership_fee_type_id: fee_type.id + } + + assert {:ok, _cycle1} = Ash.create(MembershipFeeCycle, attrs1) + assert {:ok, _cycle2} = Ash.create(MembershipFeeCycle, attrs2) + 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 diff --git a/test/membership_fees/membership_fee_type_test.exs b/test/membership_fees/membership_fee_type_test.exs new file mode 100644 index 0000000..9ca6f0a --- /dev/null +++ b/test/membership_fees/membership_fee_type_test.exs @@ -0,0 +1,172 @@ +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 + 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 diff --git a/test/mv/membership_fees/calendar_cycles_test.exs b/test/mv/membership_fees/calendar_cycles_test.exs new file mode 100644 index 0000000..29fec48 --- /dev/null +++ b/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 diff --git a/test/mv/membership_fees/cycle_generator_edge_cases_test.exs b/test/mv/membership_fees/cycle_generator_edge_cases_test.exs new file mode 100644 index 0000000..adca77a --- /dev/null +++ b/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 diff --git a/test/mv/membership_fees/cycle_generator_test.exs b/test/mv/membership_fees/cycle_generator_test.exs new file mode 100644 index 0000000..06dd59e --- /dev/null +++ b/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