lib/membership/member.ex

@@ -102,6 +102,9 @@ defmodule Mv.Membership.Member do
         where [changing(:user)]
       end
 
+      # Auto-assign default membership fee type if not explicitly set
+      change Mv.Membership.Member.Changes.SetDefaultMembershipFeeType
+
       # 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

lib/membership/member/changes/set_default_membership_fee_type.ex

@@ -0,0 +1,37 @@
+defmodule Mv.Membership.Member.Changes.SetDefaultMembershipFeeType do
+  @moduledoc """
+  Ash change that automatically assigns the default membership fee type to new members
+  if no membership_fee_type_id is explicitly provided.
+
+  This change reads the default_membership_fee_type_id from global settings and
+  assigns it to the member if membership_fee_type_id is nil.
+  """
+  use Ash.Resource.Change
+
+  def change(changeset, _opts, _context) do
+    # Only set default if membership_fee_type_id is not already set
+    current_type_id = Ash.Changeset.get_attribute(changeset, :membership_fee_type_id)
+
+    if is_nil(current_type_id) do
+      case Mv.Membership.get_settings() do
+        {:ok, settings} ->
+          if settings.default_membership_fee_type_id do
+            Ash.Changeset.force_change_attribute(
+              changeset,
+              :membership_fee_type_id,
+              settings.default_membership_fee_type_id
+            )
+          else
+            changeset
+          end
+
+        {:error, _error} ->
+          # If settings can't be loaded, continue without default
+          # This prevents member creation from failing if settings are misconfigured
+          changeset
+      end
+    else
+      changeset
+    end
+  end
+end

lib/mv_web/helpers/membership_fee_helpers.ex

@@ -126,11 +126,17 @@ defmodule MvWeb.Helpers.MembershipFeeHelpers do
       fee_type ->
         cycles = member.membership_fee_cycles || []
 
-        cycles
+        # Get all completed cycles (cycle_end < today)
-        |> Enum.filter(fn cycle ->
+        completed_cycles =
-          CalendarCycles.last_completed_cycle?(cycle.cycle_start, fee_type.interval, today)
+          cycles
-        end)
+          |> Enum.filter(fn cycle ->
-        |> List.first()
+            cycle_end = CalendarCycles.calculate_cycle_end(cycle.cycle_start, fee_type.interval)
+            Date.compare(today, cycle_end) == :gt
+          end)
+
+        # Return the most recent completed cycle (highest cycle_start)
+        completed_cycles
+        |> Enum.max_by(& &1.cycle_start, Date, fn -> nil end)
     end
   end
 

lib/mv_web/live/member_live/show/membership_fees_component.ex

@@ -442,7 +442,9 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
 
     case Decimal.parse(amount_str) do
       {amount, _} when is_struct(amount, Decimal) ->
-        case Ash.update(cycle, :update, %{amount: amount}) do
+        case cycle
+             |> Ash.Changeset.for_update(:update, %{amount: amount})
+             |> Ash.update() do
           {:ok, updated_cycle} ->
             updated_cycles = replace_cycle(socket.assigns.cycles, updated_cycle)
 
@@ -489,6 +491,16 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
          |> assign(:deleting_cycle, nil)
          |> put_flash(:info, gettext("Cycle deleted"))}
 
+      {:ok, _destroyed} ->
+        # Handle case where return_destroyed? is true
+        updated_cycles = Enum.reject(socket.assigns.cycles, &(&1.id == cycle_id))
+
+        {:noreply,
+         socket
+         |> assign(:cycles, updated_cycles)
+         |> assign(:deleting_cycle, nil)
+         |> put_flash(:info, gettext("Cycle deleted"))}
+
       {:error, error} ->
         {:noreply,
          socket

test/mv_web/helpers/membership_fee_helpers_test.exs

@@ -31,7 +31,7 @@ defmodule MvWeb.Helpers.MembershipFeeHelpersTest do
     test "formats yearly cycle range correctly" do
       cycle_start = ~D[2024-01-01]
       interval = :yearly
-      cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
+      _cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
 
       result = MembershipFeeHelpers.format_cycle_range(cycle_start, interval)
       assert result =~ "2024"
@@ -42,7 +42,7 @@ defmodule MvWeb.Helpers.MembershipFeeHelpersTest do
     test "formats quarterly cycle range correctly" do
       cycle_start = ~D[2024-01-01]
       interval = :quarterly
-      cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
+      _cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
 
       result = MembershipFeeHelpers.format_cycle_range(cycle_start, interval)
       assert result =~ "2024"
@@ -53,7 +53,7 @@ defmodule MvWeb.Helpers.MembershipFeeHelpersTest do
     test "formats monthly cycle range correctly" do
       cycle_start = ~D[2024-03-01]
       interval = :monthly
-      cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
+      _cycle_end = CalendarCycles.calculate_cycle_end(cycle_start, interval)
 
       result = MembershipFeeHelpers.format_cycle_range(cycle_start, interval)
       assert result =~ "2024"

test/mv_web/live/membership_fee_type_live/form_test.exs

@@ -68,7 +68,7 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
 
       {:error, {:live_redirect, %{to: to}}} =
         view
-        |> form("form", form_data)
+        |> form("#membership-fee-type-form", form_data)
         |> render_submit()
 
       assert to == "/membership_fee_types"
@@ -84,7 +84,7 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
     end
 
     test "interval field is editable on create", %{conn: conn} do
-      {:ok, view, html} = live(conn, "/membership_fee_types/new")
+      {:ok, _view, html} = live(conn, "/membership_fee_types/new")
 
       # Interval field should be editable (not disabled)
       refute html =~ "disabled" || html =~ "readonly"
@@ -95,7 +95,7 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
     test "loads existing type data", %{conn: conn} do
       fee_type = create_fee_type(%{name: "Existing Type", amount: Decimal.new("60.00")})
 
-      {:ok, view, html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
+      {:ok, _view, html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
 
       assert html =~ "Existing Type"
       assert html =~ "60" || html =~ "60,00"
@@ -104,7 +104,7 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
     test "interval field is grayed out on edit", %{conn: conn} do
       fee_type = create_fee_type(%{interval: :yearly})
 
-      {:ok, view, html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
+      {:ok, _view, html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
 
       # Interval field should be disabled
       assert html =~ "disabled" || html =~ "readonly"
@@ -119,7 +119,7 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
       # Change amount
       html =
         view
-        |> form("form", %{"membership_fee_type[amount]" => "75.00"})
+        |> form("#membership-fee-type-form", %{"membership_fee_type[amount]" => "75.00"})
         |> render_change()
 
       # Should show warning
@@ -139,7 +139,7 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
       # Change amount
       html =
         view
-        |> form("form", %{"membership_fee_type[amount]" => "75.00"})
+        |> form("#membership-fee-type-form", %{"membership_fee_type[amount]" => "75.00"})
         |> render_change()
 
       # Should show affected count
@@ -153,13 +153,18 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
 
       # Change amount and confirm
       view
-      |> form("form", %{"membership_fee_type[amount]" => "75.00"})
+      |> form("#membership-fee-type-form", %{"membership_fee_type[amount]" => "75.00"})
       |> render_change()
 
       view
       |> element("button[phx-click='confirm_amount_change']")
       |> render_click()
 
+      # Submit the form to actually save the change
+      view
+      |> form("#membership-fee-type-form", %{"membership_fee_type[amount]" => "75.00"})
+      |> render_submit()
+
       # Amount should be updated
       updated_type = Ash.read_one!(MembershipFeeType |> Ash.Query.filter(id == ^fee_type.id))
       assert updated_type.amount == Decimal.new("75.00")
@@ -172,7 +177,7 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
 
       # Change amount and cancel
       view
-      |> form("form", %{"membership_fee_type[amount]" => "75.00"})
+      |> form("#membership-fee-type-form", %{"membership_fee_type[amount]" => "75.00"})
       |> render_change()
 
       view
@@ -190,7 +195,10 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
       # Submit with invalid data
       html =
         view
-        |> form("form", %{"membership_fee_type[name]" => "", "membership_fee_type[amount]" => ""})
+        |> form("#membership-fee-type-form", %{
+          "membership_fee_type[name]" => "",
+          "membership_fee_type[amount]" => ""
+        })
         |> render_submit()
 
       # Should show validation errors

test/mv_web/live/membership_fee_type_live/index_test.exs

@@ -57,13 +57,13 @@ defmodule MvWeb.MembershipFeeTypeLive.IndexTest do
 
   describe "list display" do
     test "displays all membership fee types with correct data", %{conn: conn} do
-      fee_type1 =
+      _fee_type1 =
         create_fee_type(%{name: "Regular", amount: Decimal.new("60.00"), interval: :yearly})
 
-      fee_type2 =
+      _fee_type2 =
         create_fee_type(%{name: "Reduced", amount: Decimal.new("30.00"), interval: :yearly})
 
-      {:ok, view, html} = live(conn, "/membership_fee_types")
+      {:ok, _view, html} = live(conn, "/membership_fee_types")
 
       assert html =~ "Regular"
       assert html =~ "Reduced"
@@ -80,7 +80,7 @@ defmodule MvWeb.MembershipFeeTypeLive.IndexTest do
         create_member(%{membership_fee_type_id: fee_type.id})
       end)
 
-      {:ok, view, html} = live(conn, "/membership_fee_types")
+      {:ok, _view, html} = live(conn, "/membership_fee_types")
 
       assert html =~ "3" || html =~ "Members" || html =~ "Mitglieder"
     end
@@ -115,7 +115,7 @@ defmodule MvWeb.MembershipFeeTypeLive.IndexTest do
       fee_type = create_fee_type(%{interval: :yearly})
       create_member(%{membership_fee_type_id: fee_type.id})
 
-      {:ok, view, html} = live(conn, "/membership_fee_types")
+      {:ok, _view, html} = live(conn, "/membership_fee_types")
 
       # Delete button should be disabled
       assert html =~ "disabled" || html =~ "cursor-not-allowed"

test/mv_web/member_live/form_membership_fee_type_test.exs

@@ -57,7 +57,7 @@ defmodule MvWeb.MemberLive.FormMembershipFeeTypeTest do
 
   describe "membership fee type dropdown" do
     test "displays in form", %{conn: conn} do
-      {:ok, view, html} = live(conn, "/members/new")
+      {:ok, _view, html} = live(conn, "/members/new")
 
       # Should show membership fee type dropdown
       assert html =~ "membership_fee_type_id" || html =~ "Membership Fee Type" ||
@@ -65,10 +65,10 @@ defmodule MvWeb.MemberLive.FormMembershipFeeTypeTest do
     end
 
     test "shows available types", %{conn: conn} do
-      fee_type1 = create_fee_type(%{name: "Type 1", interval: :yearly})
+      _fee_type1 = create_fee_type(%{name: "Type 1", interval: :yearly})
-      fee_type2 = create_fee_type(%{name: "Type 2", interval: :yearly})
+      _fee_type2 = create_fee_type(%{name: "Type 2", interval: :yearly})
 
-      {:ok, view, html} = live(conn, "/members/new")
+      {:ok, _view, html} = live(conn, "/members/new")
 
       assert html =~ "Type 1"
       assert html =~ "Type 2"
@@ -76,11 +76,11 @@ defmodule MvWeb.MemberLive.FormMembershipFeeTypeTest do
 
     test "filters to same interval types if member has type", %{conn: conn} do
       yearly_type = create_fee_type(%{name: "Yearly Type", interval: :yearly})
-      monthly_type = create_fee_type(%{name: "Monthly Type", interval: :monthly})
+      _monthly_type = create_fee_type(%{name: "Monthly Type", interval: :monthly})
 
       member = create_member(%{membership_fee_type_id: yearly_type.id})
 
-      {:ok, view, html} = live(conn, "/members/#{member.id}/edit")
+      {:ok, _view, html} = live(conn, "/members/#{member.id}/edit")
 
       # Should show yearly type but not monthly
       assert html =~ "Yearly Type"

test/mv_web/member_live/index/membership_fee_status_test.exs

@@ -43,6 +43,14 @@ defmodule MvWeb.MemberLive.Index.MembershipFeeStatusTest do
 
   # Helper to create a cycle
   defp create_cycle(member, fee_type, attrs) do
+    # Delete any auto-generated cycles first to avoid conflicts
+    existing_cycles =
+      MembershipFeeCycle
+      |> Ash.Query.filter(member_id == ^member.id)
+      |> Ash.read!()
+
+    Enum.each(existing_cycles, fn cycle -> Ash.destroy!(cycle) end)
+
     default_attrs = %{
       cycle_start: ~D[2023-01-01],
       amount: Decimal.new("50.00"),

test/mv_web/member_live/index_membership_fee_status_test.exs

@@ -58,6 +58,14 @@ defmodule MvWeb.MemberLive.IndexMembershipFeeStatusTest do
 
   # Helper to create a cycle
   defp create_cycle(member, fee_type, attrs) do
+    # Delete any auto-generated cycles first to avoid conflicts
+    existing_cycles =
+      MembershipFeeCycle
+      |> Ash.Query.filter(member_id == ^member.id)
+      |> Ash.read!()
+
+    Enum.each(existing_cycles, fn cycle -> Ash.destroy!(cycle) end)
+
     default_attrs = %{
       cycle_start: ~D[2023-01-01],
       amount: Decimal.new("50.00"),
@@ -178,7 +186,21 @@ defmodule MvWeb.MemberLive.IndexMembershipFeeStatusTest do
       member2 = create_member(%{membership_fee_type_id: fee_type.id})
       create_cycle(member2, fee_type, %{cycle_start: ~D[2023-01-01], status: :paid})
 
-      {:ok, view, _html} = live(conn, "/members?membership_fee_status_filter=unpaid_last")
+      # Verify cycles exist in database
+      cycles1 =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member1.id)
+        |> Ash.read!()
+
+      cycles2 =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member2.id)
+        |> Ash.read!()
+
+      assert length(cycles1) > 0
+      assert length(cycles2) > 0
+
+      {:ok, view, _html} = live(conn, "/members?membership_fee_filter=unpaid_last")
 
       html = render(view)
       assert html =~ member1.first_name
@@ -199,7 +221,21 @@ defmodule MvWeb.MemberLive.IndexMembershipFeeStatusTest do
       member2 = create_member(%{membership_fee_type_id: fee_type.id})
       create_cycle(member2, fee_type, %{cycle_start: current_year_start, status: :paid})
 
-      {:ok, view, _html} = live(conn, "/members?membership_fee_status_filter=unpaid_current")
+      # Verify cycles exist in database
+      cycles1 =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member1.id)
+        |> Ash.read!()
+
+      cycles2 =
+        MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member2.id)
+        |> Ash.read!()
+
+      assert length(cycles1) > 0
+      assert length(cycles2) > 0
+
+      {:ok, view, _html} = live(conn, "/members?membership_fee_filter=unpaid_current")
 
       html = render(view)
       assert html =~ member1.first_name

test/mv_web/member_live/membership_fee_integration_test.exs

@@ -78,9 +78,14 @@ defmodule MvWeb.MemberLive.MembershipFeeIntegrationTest do
       if !Enum.empty?(cycles) do
         cycle = List.first(cycles)
 
+        # Switch to Membership Fees tab
+        view
+        |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+        |> render_click()
+
         # Change status
         view
-        |> element("button[phx-click='mark_as_paid'][phx-value-cycle-id='#{cycle.id}']")
+        |> element("button[phx-click='mark_cycle_status'][phx-value-cycle_id='#{cycle.id}']")
         |> render_click()
 
         # Verify status changed
@@ -102,7 +107,7 @@ defmodule MvWeb.MemberLive.MembershipFeeIntegrationTest do
       {:ok, view, _html} = live(conn, "/members/#{member.id}/edit")
 
       view
-      |> form("form", %{"member[membership_fee_type_id]" => fee_type2.id})
+      |> form("#member-form", %{"member[membership_fee_type_id]" => fee_type2.id})
       |> render_submit()
 
       # Verify cycles regenerated with new amount
@@ -124,7 +129,9 @@ defmodule MvWeb.MemberLive.MembershipFeeIntegrationTest do
       fee_type = create_fee_type(%{interval: :yearly})
 
       # Update settings
-      Mv.Membership.Setting
+      {:ok, settings} = Mv.Membership.get_settings()
+
+      settings
       |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
         default_membership_fee_type_id: fee_type.id
       })
@@ -141,7 +148,7 @@ defmodule MvWeb.MemberLive.MembershipFeeIntegrationTest do
 
       {:error, {:live_redirect, %{to: _to}}} =
         view
-        |> form("form", form_data)
+        |> form("#member-form", form_data)
         |> render_submit()
 
       # Verify member got default type
@@ -170,20 +177,24 @@ defmodule MvWeb.MemberLive.MembershipFeeIntegrationTest do
 
       {:ok, view, _html} = live(conn, "/members/#{member.id}")
 
+      # Switch to Membership Fees tab
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
       # Delete cycle with confirmation
       view
-      |> element("button[phx-click='delete_cycle'][phx-value-cycle-id='#{cycle.id}']")
+      |> element("button[phx-click='delete_cycle'][phx-value-cycle_id='#{cycle.id}']")
       |> render_click()
 
       # Confirm deletion
       view
-      |> element("button[phx-click='confirm_delete_cycle'][phx-value-cycle-id='#{cycle.id}']")
+      |> element("button[phx-click='confirm_delete_cycle'][phx-value-cycle_id='#{cycle.id}']")
       |> render_click()
 
-      # Verify cycle deleted
+      # Verify cycle deleted - Ash.read_one returns {:ok, nil} if not found
-      assert_raise Ash.Error.Query.NotFound, fn ->
+      result = MembershipFeeCycle |> Ash.Query.filter(id == ^cycle.id) |> Ash.read_one()
-        Ash.read_one!(MembershipFeeCycle |> Ash.Query.filter(id == ^cycle.id))
+      assert result == {:ok, nil}
-      end
     end
 
     test "edit cycle amount → modal → amount updated", %{conn: conn} do
@@ -203,14 +214,19 @@ defmodule MvWeb.MemberLive.MembershipFeeIntegrationTest do
 
       {:ok, view, _html} = live(conn, "/members/#{member.id}")
 
+      # Switch to Membership Fees tab
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
       # Open edit modal
       view
-      |> element("button[phx-click='edit_cycle_amount'][phx-value-cycle-id='#{cycle.id}']")
+      |> element("button[phx-click='edit_cycle_amount'][phx-value-cycle_id='#{cycle.id}']")
       |> render_click()
 
       # Update amount
       view
-      |> form("form", %{"amount" => "75.00"})
+      |> form("form[phx-submit='save_cycle_amount']", %{"amount" => "75.00"})
       |> render_submit()
 
       # Verify amount updated

test/mv_web/member_live/show_membership_fees_test.exs

@@ -58,6 +58,14 @@ defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
 
   # Helper to create a cycle
   defp create_cycle(member, fee_type, attrs) do
+    # Delete any auto-generated cycles first to avoid conflicts
+    existing_cycles =
+      MembershipFeeCycle
+      |> Ash.Query.filter(member_id == ^member.id)
+      |> Ash.read!()
+
+    Enum.each(existing_cycles, fn cycle -> Ash.destroy!(cycle) end)
+
     default_attrs = %{
       cycle_start: ~D[2023-01-01],
       amount: Decimal.new("50.00"),