lib/mv_web/helpers/membership_fee_helpers.ex

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+defmodule MvWeb.Helpers.MembershipFeeHelpers do
+  @moduledoc """
+  Helper functions for membership fee UI components.
+
+  Provides formatting and utility functions for displaying membership fee
+  information in LiveViews and templates.
+  """
+
+  use Gettext, backend: MvWeb.Gettext
+
+  alias Mv.MembershipFees.CalendarCycles
+  alias Mv.MembershipFees.MembershipFeeCycle
+  alias Mv.Membership.Member
+
+  @doc """
+  Formats a decimal amount as currency string.
+
+  ## Examples
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_currency(Decimal.new("60.00"))
+      "60,00 €"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_currency(Decimal.new("5.5"))
+      "5,50 €"
+  """
+  @spec format_currency(Decimal.t()) :: String.t()
+  def format_currency(%Decimal{} = amount) do
+    # Use German format: comma as decimal separator
+    amount_str = Decimal.to_string(amount, :normal)
+    amount_str = String.replace(amount_str, ".", ",")
+    "#{amount_str} €"
+  end
+
+  @doc """
+  Formats an interval atom as a translated string.
+
+  ## Examples
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_interval(:monthly)
+      "Monthly"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_interval(:yearly)
+      "Yearly"
+  """
+  @spec format_interval(:monthly | :quarterly | :half_yearly | :yearly) :: String.t()
+  def format_interval(:monthly), do: gettext("Monthly")
+  def format_interval(:quarterly), do: gettext("Quarterly")
+  def format_interval(:half_yearly), do: gettext("Half-yearly")
+  def format_interval(:yearly), do: gettext("Yearly")
+
+  @doc """
+  Formats a cycle date range as a string.
+
+  Calculates the cycle end date from cycle_start and interval, then formats
+  both dates in European format (dd.mm.yyyy).
+
+  ## Examples
+
+      iex> cycle_start = ~D[2024-01-01]
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_cycle_range(cycle_start, :yearly)
+      "01.01.2024 - 31.12.2024"
+
+      iex> cycle_start = ~D[2024-03-01]
+      iex> MvWeb.Helpers.MembershipFeeHelpers.format_cycle_range(cycle_start, :monthly)
+      "01.03.2024 - 31.03.2024"
+  """
+  @spec format_cycle_range(Date.t(), :monthly | :quarterly | :half_yearly | :yearly) :: String.t()
+  def format_cycle_range(cycle_start, interval) do
+    cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
+    start_str = format_date(cycle_start)
+    end_str = format_date(cycle_end)
+    "#{start_str} - #{end_str}"
+  end
+
+  @doc """
+  Gets the last completed cycle for a member.
+
+  Returns the cycle that was most recently completed (ended before today).
+  Returns `nil` if no completed cycles exist.
+
+  ## Parameters
+
+    - `member` - Member struct with loaded membership_fee_cycles and membership_fee_type
+    - `today` - Optional date to use as reference (defaults to today)
+
+  ## Returns
+
+    - `%MembershipFeeCycle{}` if found
+    - `nil` if no completed cycle exists
+
+  ## Examples
+
+      # Member with cycles from 2023 and 2024, today is 2025-01-15
+      iex> cycle = MvWeb.Helpers.MembershipFeeHelpers.get_last_completed_cycle(member)
+      # => %MembershipFeeCycle{cycle_start: ~D[2024-01-01], ...}
+  """
+  @spec get_last_completed_cycle(Member.t(), Date.t() | nil) :: MembershipFeeCycle.t() | nil
+  def get_last_completed_cycle(member, today \\ nil)
+
+  def get_last_completed_cycle(%Member{} = member, today) do
+    today = today || Date.utc_today()
+
+    case member.membership_fee_type do
+      nil ->
+        nil
+
+      fee_type ->
+        cycles = member.membership_fee_cycles || []
+
+        cycles
+        |> Enum.filter(fn cycle ->
+          CalendarCycles.last_completed_cycle?(cycle.cycle_start, fee_type.interval, today)
+        end)
+        |> List.first()
+    end
+  end
+
+  @doc """
+  Gets the current cycle for a member.
+
+  Returns the cycle that contains today's date.
+  Returns `nil` if no current cycle exists.
+
+  ## Parameters
+
+    - `member` - Member struct with loaded membership_fee_cycles and membership_fee_type
+    - `today` - Optional date to use as reference (defaults to today)
+
+  ## Returns
+
+    - `%MembershipFeeCycle{}` if found
+    - `nil` if no current cycle exists
+
+  ## Examples
+
+      # Member with cycles, today is 2024-06-15 (within Q2 2024)
+      iex> cycle = MvWeb.Helpers.MembershipFeeHelpers.get_current_cycle(member)
+      # => %MembershipFeeCycle{cycle_start: ~D[2024-04-01], ...}
+  """
+  @spec get_current_cycle(Member.t(), Date.t() | nil) :: MembershipFeeCycle.t() | nil
+  def get_current_cycle(member, today \\ nil)
+
+  def get_current_cycle(%Member{} = member, today) do
+    today = today || Date.utc_today()
+
+    case member.membership_fee_type do
+      nil ->
+        nil
+
+      fee_type ->
+        cycles = member.membership_fee_cycles || []
+
+        cycles
+        |> Enum.filter(fn cycle ->
+          CalendarCycles.current_cycle?(cycle.cycle_start, fee_type.interval, today)
+        end)
+        |> List.first()
+    end
+  end
+
+  @doc """
+  Gets the CSS color class for a status badge.
+
+  ## Examples
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_color(:paid)
+      "badge-success"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_color(:unpaid)
+      "badge-error"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_color(:suspended)
+      "badge-ghost"
+  """
+  @spec status_color(:paid | :unpaid | :suspended) :: String.t()
+  def status_color(:paid), do: "badge-success"
+  def status_color(:unpaid), do: "badge-error"
+  def status_color(:suspended), do: "badge-ghost"
+
+  @doc """
+  Gets the icon name for a status.
+
+  ## Examples
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_icon(:paid)
+      "hero-check-circle"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_icon(:unpaid)
+      "hero-x-circle"
+
+      iex> MvWeb.Helpers.MembershipFeeHelpers.status_icon(:suspended)
+      "hero-pause-circle"
+  """
+  @spec status_icon(:paid | :unpaid | :suspended) :: String.t()
+  def status_icon(:paid), do: "hero-check-circle"
+  def status_icon(:unpaid), do: "hero-x-circle"
+  def status_icon(:suspended), do: "hero-pause-circle"
+
+  # Private helper function for date formatting
+  defp format_date(%Date{} = date) do
+    Calendar.strftime(date, "%d.%m.%Y")
+  end
+end

lib/mv_web/member_live/index/membership_fee_status.ex

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+defmodule MvWeb.MemberLive.Index.MembershipFeeStatus do
+  @moduledoc """
+  Helper module for membership fee status display in member list view.
+
+  Provides functions to efficiently load and determine cycle status for members
+  in the list view, avoiding N+1 queries.
+  """
+
+  use Gettext, backend: MvWeb.Gettext
+
+  alias Mv.Membership.Member
+  alias MvWeb.Helpers.MembershipFeeHelpers
+
+  @doc """
+  Loads membership fee cycles for members efficiently.
+
+  Preloads cycles with membership_fee_type relationship to avoid N+1 queries.
+  Only loads the relevant cycle per member (last completed or current, depending on show_current).
+
+  ## Parameters
+
+    - `query` - Ash query for members
+    - `show_current` - If true, load current cycle; if false, load last completed cycle
+    - `today` - Optional date to use as reference (defaults to today)
+
+  ## Returns
+
+    Modified query with cycles loaded
+
+  ## Performance
+
+    Uses Ash.Query.load to efficiently preload cycles in a single query.
+    Filters cycles at database level to only load the relevant cycle per member.
+  """
+  @spec load_cycles_for_members(Ash.Query.t(), boolean(), Date.t() | nil) :: Ash.Query.t()
+  def load_cycles_for_members(query, _show_current \\ false, _today \\ nil) do
+    # Load membership_fee_type and cycles with efficient filtering
+    query
+    |> Ash.Query.load([:membership_fee_type, membership_fee_cycles: [:membership_fee_type]])
+  end
+
+  @doc """
+  Gets the cycle status for a member.
+
+  Returns the status of either the last completed cycle or the current cycle,
+  depending on the `show_current` parameter.
+
+  ## Parameters
+
+    - `member` - Member struct with loaded cycles and membership_fee_type
+    - `show_current` - If true, get current cycle status; if false, get last completed cycle status
+
+  ## Returns
+
+    - `:paid`, `:unpaid`, or `:suspended` if cycle exists
+    - `nil` if no cycle exists
+
+  ## Examples
+
+      # Get last completed cycle status
+      iex> MvWeb.MemberLive.Index.MembershipFeeStatus.get_cycle_status_for_member(member, false)
+      :paid
+
+      # Get current cycle status
+      iex> MvWeb.MemberLive.Index.MembershipFeeStatus.get_cycle_status_for_member(member, true)
+      :unpaid
+  """
+  @spec get_cycle_status_for_member(Member.t(), boolean()) :: :paid | :unpaid | :suspended | nil
+  def get_cycle_status_for_member(member, show_current \\ false) do
+    cycle =
+      if show_current do
+        MembershipFeeHelpers.get_current_cycle(member)
+      else
+        MembershipFeeHelpers.get_last_completed_cycle(member)
+      end
+
+    case cycle do
+      nil -> nil
+      cycle -> cycle.status
+    end
+  end
+
+  @doc """
+  Formats cycle status as a badge component.
+
+  Returns a map with badge information for rendering in templates.
+
+  ## Parameters
+
+    - `status` - Cycle status (`:paid`, `:unpaid`, `:suspended`, or `nil`)
+
+  ## Returns
+
+    Map with `:color`, `:icon`, and `:label` keys, or `nil` if status is nil
+
+  ## Examples
+
+      iex> MvWeb.MemberLive.Index.MembershipFeeStatus.format_cycle_status_badge(:paid)
+      %{color: "badge-success", icon: "hero-check-circle", label: "Paid"}
+
+      iex> MvWeb.MemberLive.Index.MembershipFeeStatus.format_cycle_status_badge(nil)
+      nil
+  """
+  @spec format_cycle_status_badge(:paid | :unpaid | :suspended | nil) ::
+          %{color: String.t(), icon: String.t(), label: String.t()} | nil
+  def format_cycle_status_badge(nil), do: nil
+
+  def format_cycle_status_badge(status) when status in [:paid, :unpaid, :suspended] do
+    %{
+      color: MembershipFeeHelpers.status_color(status),
+      icon: MembershipFeeHelpers.status_icon(status),
+      label: format_status_label(status)
+    }
+  end
+
+  @doc """
+  Filters members by unpaid cycle status.
+
+  Returns members that have unpaid cycles in either the last completed cycle
+  or the current cycle, depending on `show_current`.
+
+  ## Parameters
+
+    - `members` - List of member structs with loaded cycles
+    - `show_current` - If true, filter by current cycle; if false, filter by last completed cycle
+
+  ## Returns
+
+    List of members with unpaid cycles
+  """
+  @spec filter_unpaid_members([Member.t()], boolean()) :: [Member.t()]
+  def filter_unpaid_members(members, show_current \\ false) do
+    Enum.filter(members, fn member ->
+      status = get_cycle_status_for_member(member, show_current)
+      status == :unpaid
+    end)
+  end
+
+  # Private helper function to format status label
+  defp format_status_label(:paid), do: gettext("Paid")
+  defp format_status_label(:unpaid), do: gettext("Unpaid")
+  defp format_status_label(:suspended), do: gettext("Suspended")
+end