lib/mv_web/live/custom_field_value_live/form.ex

@@ -32,6 +32,9 @@ defmodule MvWeb.CustomFieldValueLive.Form do
   """
   use MvWeb, :live_view
 
+  on_mount {MvWeb.LiveHelpers, :ensure_user_role_loaded}
+  import MvWeb.LiveHelpers, only: [current_actor: 1]
+
   @impl true
   def render(assigns) do
     ~H"""
@@ -172,8 +175,9 @@ defmodule MvWeb.CustomFieldValueLive.Form do
     page_title = action <> " " <> "Custom field value"
 
     # Load all CustomFields and Members for the selection fields
-    custom_fields = Ash.read!(Mv.Membership.CustomField)
+    actor = current_actor(socket)
-    members = Ash.read!(Mv.Membership.Member)
+    custom_fields = Ash.read!(Mv.Membership.CustomField, actor: actor)
+    members = Ash.read!(Mv.Membership.Member, actor: actor)
 
     {:ok,
      socket

lib/mv_web/live/member_live/form.ex

@@ -23,6 +23,8 @@ defmodule MvWeb.MemberLive.Form do
 
   on_mount {MvWeb.LiveHelpers, :ensure_user_role_loaded}
 
+  import MvWeb.LiveHelpers, only: [current_actor: 1]
+
   alias Mv.MembershipFees
   alias Mv.MembershipFees.MembershipFeeType
   alias MvWeb.Helpers.MembershipFeeHelpers
@@ -174,7 +176,7 @@ defmodule MvWeb.MemberLive.Form do
                 <select
                   class="select select-bordered w-full"
                   name={@form[:membership_fee_type_id].name}
-                  phx-change="validate_membership_fee_type"
+                  phx-change="validate"
                   value={@form[:membership_fee_type_id].value || ""}
                 >
                   <option value="">{gettext("None")}</option>
@@ -225,7 +227,7 @@ defmodule MvWeb.MemberLive.Form do
   @impl true
   def mount(params, _session, socket) do
     # current_user should be set by on_mount hooks (LiveUserAuth + LiveHelpers)
-    actor = socket.assigns[:current_user] || socket.assigns.current_user
+    actor = current_actor(socket)
     {:ok, custom_fields} = Mv.Membership.list_custom_fields()
 
     initial_custom_field_values =
@@ -269,28 +271,29 @@ defmodule MvWeb.MemberLive.Form do
 
   @impl true
   def handle_event("validate", %{"member" => member_params}, socket) do
-    validated_form = AshPhoenix.Form.validate(socket.assigns.form, member_params)
+    # Merge with existing form values to preserve unchanged fields (especially custom_field_values)
+    # Extract values directly from form fields to get current state
+    existing_values = get_existing_form_values(socket.assigns.form)
+
+    # Merge existing values with new params (new params take precedence)
+    merged_params = Map.merge(existing_values, member_params)
+
+    validated_form = AshPhoenix.Form.validate(socket.assigns.form, merged_params)
 
     # Check for interval mismatch if membership_fee_type_id changed
-    socket = check_interval_change(socket, member_params)
+    socket = check_interval_change(socket, merged_params)
 
     {:noreply, assign(socket, form: validated_form)}
   end
 
-  def handle_event(
-        "validate_membership_fee_type",
-        %{"member" => %{"membership_fee_type_id" => fee_type_id}},
-        socket
-      ) do
-    # Same validation as above, but triggered by select change
-    handle_event("validate", %{"member" => %{"membership_fee_type_id" => fee_type_id}}, socket)
-  end
-
   def handle_event("save", %{"member" => member_params}, socket) do
     try do
-      actor = socket.assigns[:current_user] || socket.assigns.current_user
+      actor = current_actor(socket)
 
-      case AshPhoenix.Form.submit(socket.assigns.form, params: member_params, actor: actor) do
+      case AshPhoenix.Form.submit(socket.assigns.form,
+             params: member_params,
+             action_opts: [actor: actor]
+           ) do
         {:ok, member} ->
           handle_save_success(socket, member)
 
@@ -483,4 +486,167 @@ defmodule MvWeb.MemberLive.Form do
   defp custom_field_input_type(:date), do: "date"
   defp custom_field_input_type(:email), do: "email"
   defp custom_field_input_type(_), do: "text"
+
+  # -----------------------------------------------------------------
+  # Helper Functions for Form Value Preservation
+  # -----------------------------------------------------------------
+
+  # Helper to extract existing form values to preserve them when only one field changes
+  # This ensures custom_field_values and other fields are preserved when only the dropdown changes
+  defp get_existing_form_values(form) do
+    %{}
+    |> extract_form_value(form, :first_name, &to_string/1)
+    |> extract_form_value(form, :last_name, &to_string/1)
+    |> extract_form_value(form, :email, &to_string/1)
+    |> extract_form_value(form, :street, &to_string/1)
+    |> extract_form_value(form, :house_number, &to_string/1)
+    |> extract_form_value(form, :postal_code, &to_string/1)
+    |> extract_form_value(form, :city, &to_string/1)
+    |> extract_form_value(form, :join_date, &format_date_value/1)
+    |> extract_form_value(form, :exit_date, &format_date_value/1)
+    |> extract_form_value(form, :notes, &to_string/1)
+    |> extract_form_value(form, :membership_fee_type_id, &to_string/1)
+    |> extract_form_value(form, :membership_fee_start_date, &format_date_value/1)
+    |> extract_custom_field_values(form)
+  end
+
+  # Helper to extract a single form field value
+  defp extract_form_value(acc, form, field, formatter) do
+    if form[field] && form[field].value do
+      Map.put(acc, to_string(field), formatter.(form[field].value))
+    else
+      acc
+    end
+  end
+
+  # Extracts custom field values from the form structure
+  # The form is a Phoenix.HTML.Form with source being AshPhoenix.Form
+  # Custom field values are in form.source.params["custom_field_values"] as a map
+  defp extract_custom_field_values(acc, form) do
+    cfv_params = get_custom_field_values_params(form)
+
+    if map_size(cfv_params) > 0 do
+      custom_field_values = convert_cfv_params_to_list(cfv_params)
+      Map.put(acc, "custom_field_values", custom_field_values)
+    else
+      acc
+    end
+  end
+
+  # Gets custom_field_values from form params
+  defp get_custom_field_values_params(form) do
+    ash_form = form.source
+
+    if ash_form && Map.has_key?(ash_form, :params) && ash_form.params["custom_field_values"] do
+      ash_form.params["custom_field_values"]
+    else
+      %{}
+    end
+  end
+
+  # Converts custom field values map to sorted list
+  defp convert_cfv_params_to_list(cfv_params) do
+    cfv_params
+    |> Map.to_list()
+    |> Enum.sort_by(&parse_numeric_key/1)
+    |> Enum.map(&build_custom_field_value/1)
+  end
+
+  # Parses numeric key for sorting
+  defp parse_numeric_key({key, _}) do
+    case Integer.parse(key) do
+      {num, _} -> num
+      :error -> 999_999
+    end
+  end
+
+  # Builds a custom field value map from params
+  defp build_custom_field_value({_key, cfv_map}) do
+    %{
+      "custom_field_id" => Map.get(cfv_map, "custom_field_id", ""),
+      "value" => extract_custom_field_value_from_map(Map.get(cfv_map, "value", %{}))
+    }
+  end
+
+  # Extracts the value map structure from a custom field value
+  # Handles both map format and Ash.Union struct format
+  defp extract_custom_field_value_from_map(%Ash.Union{} = union) do
+    union_type = Atom.to_string(union.type)
+
+    %{
+      "_union_type" => union_type,
+      "type" => union_type,
+      "value" => format_custom_field_value(union.value)
+    }
+  end
+
+  defp extract_custom_field_value_from_map(value_map) when is_map(value_map) do
+    union_type = extract_union_type_from_map(value_map)
+    value = Map.get(value_map, "value") || Map.get(value_map, :value)
+
+    %{
+      "_union_type" => union_type,
+      "type" => union_type,
+      "value" => format_custom_field_value(value)
+    }
+  end
+
+  defp extract_custom_field_value_from_map(_),
+    do: %{"_union_type" => "", "type" => "", "value" => ""}
+
+  # Extracts union type from map, checking various possible locations
+  defp extract_union_type_from_map(value_map) do
+    cond do
+      has_non_empty_string(value_map, "_union_type") ->
+        Map.get(value_map, "_union_type")
+
+      has_non_empty_atom(value_map, :_union_type) ->
+        to_string(Map.get(value_map, :_union_type))
+
+      has_atom_type(value_map) ->
+        Atom.to_string(Map.get(value_map, :type))
+
+      has_string_type(value_map) ->
+        Map.get(value_map, "type")
+
+      true ->
+        ""
+    end
+  end
+
+  # Helper to check if map has non-empty string value
+  defp has_non_empty_string(map, key) do
+    value = Map.get(map, key)
+    value && value != ""
+  end
+
+  # Helper to check if map has non-empty atom value
+  defp has_non_empty_atom(map, key) do
+    value = Map.get(map, key)
+    value && value != ""
+  end
+
+  # Helper to check if map has atom type
+  defp has_atom_type(map) do
+    value = Map.get(map, :type)
+    value && is_atom(value)
+  end
+
+  # Helper to check if map has string type
+  defp has_string_type(map) do
+    value = Map.get(map, "type")
+    value && is_binary(value)
+  end
+
+  # Formats custom field value based on its type
+  defp format_custom_field_value(%Date{} = date), do: Date.to_iso8601(date)
+  defp format_custom_field_value(%Decimal{} = decimal), do: Decimal.to_string(decimal, :normal)
+  defp format_custom_field_value(value) when is_boolean(value), do: to_string(value)
+  defp format_custom_field_value(value) when is_binary(value), do: value
+  defp format_custom_field_value(value), do: to_string(value)
+
+  # Formats date value (Date or string) to string
+  defp format_date_value(%Date{} = date), do: Date.to_iso8601(date)
+  defp format_date_value(value) when is_binary(value), do: value
+  defp format_date_value(_), do: ""
 end

lib/mv_web/live/member_live/show.ex

@@ -20,6 +20,7 @@ defmodule MvWeb.MemberLive.Show do
   """
   use MvWeb, :live_view
   import Ash.Query
+  import MvWeb.LiveHelpers, only: [current_actor: 1]
 
   on_mount {MvWeb.LiveHelpers, :ensure_user_role_loaded}
 
@@ -236,7 +237,7 @@ defmodule MvWeb.MemberLive.Show do
 
   @impl true
   def handle_params(%{"id" => id}, _, socket) do
-    actor = socket.assigns[:current_user]
+    actor = current_actor(socket)
 
     # Load custom fields once using assign_new to avoid repeated queries
     socket =

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

@@ -13,6 +13,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
   use MvWeb, :live_component
 
   require Ash.Query
+  import MvWeb.LiveHelpers, only: [current_actor: 1]
 
   alias Mv.Membership
   alias Mv.MembershipFees
@@ -426,7 +427,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
   @impl true
   def handle_event("change_membership_fee_type", %{"value" => ""}, socket) do
     # Remove membership fee type
-    actor = socket.assigns.current_user
+    actor = current_actor(socket)
 
     case update_member_fee_type(socket.assigns.member, nil, actor) do
       {:ok, updated_member} ->
@@ -438,7 +439,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
          |> assign(:cycles, [])
          |> assign(
            :available_fee_types,
-           get_available_fee_types(updated_member, socket.assigns.current_user)
+           get_available_fee_types(updated_member, current_actor(socket))
          )
          |> assign(:interval_warning, nil)
          |> put_flash(:info, gettext("Membership fee type removed"))}
@@ -450,7 +451,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
 
   def handle_event("change_membership_fee_type", %{"value" => fee_type_id}, socket) do
     member = socket.assigns.member
-    actor = socket.assigns.current_user
+    actor = current_actor(socket)
     new_fee_type = Ash.get!(MembershipFeeType, fee_type_id, domain: MembershipFees, actor: actor)
 
     # Check if interval matches
@@ -469,12 +470,12 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     if interval_warning do
       {:noreply, assign(socket, :interval_warning, interval_warning)}
     else
-      actor = socket.assigns.current_user
+      actor = current_actor(socket)
 
       case update_member_fee_type(member, fee_type_id, actor) do
         {:ok, updated_member} ->
           # Reload member with cycles
-          actor = socket.assigns.current_user
+          actor = current_actor(socket)
 
           updated_member =
             updated_member
@@ -501,7 +502,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
            |> assign(:cycles, cycles)
            |> assign(
              :available_fee_types,
-             get_available_fee_types(updated_member, socket.assigns.current_user)
+             get_available_fee_types(updated_member, current_actor(socket))
            )
            |> assign(:interval_warning, nil)
            |> put_flash(:info, gettext("Membership fee type updated. Cycles regenerated."))}
@@ -523,7 +524,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
         :suspended -> :mark_as_suspended
       end
 
-    actor = socket.assigns.current_user
+    actor = current_actor(socket)
 
     case Ash.update(cycle, action: action, domain: MembershipFees, actor: actor) do
       {:ok, updated_cycle} ->
@@ -555,11 +556,12 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
   def handle_event("regenerate_cycles", _params, socket) do
     socket = assign(socket, :regenerating, true)
     member = socket.assigns.member
+    actor = current_actor(socket)
 
-    case CycleGenerator.generate_cycles_for_member(member.id) do
+    case CycleGenerator.generate_cycles_for_member(member.id, actor: actor) do
       {:ok, _new_cycles, _notifications} ->
         # Reload member with cycles
-        actor = socket.assigns.current_user
+        actor = current_actor(socket)
 
         updated_member =
           member
@@ -599,7 +601,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     cycle = find_cycle(socket.assigns.cycles, cycle_id)
 
     # Load cycle with membership_fee_type for display
-    actor = socket.assigns.current_user
+    actor = current_actor(socket)
     cycle = Ash.load!(cycle, :membership_fee_type, actor: actor)
 
     {:noreply, assign(socket, :editing_cycle, cycle)}
@@ -617,7 +619,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
 
     case Decimal.parse(normalized_amount_str) do
       {amount, _} when is_struct(amount, Decimal) ->
-        actor = socket.assigns.current_user
+        actor = current_actor(socket)
 
         case cycle
              |> Ash.Changeset.for_update(:update, %{amount: amount})
@@ -646,7 +648,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     cycle = find_cycle(socket.assigns.cycles, cycle_id)
 
     # Load cycle with membership_fee_type for display
-    actor = socket.assigns.current_user
+    actor = current_actor(socket)
     cycle = Ash.load!(cycle, :membership_fee_type, actor: actor)
 
     {:noreply, assign(socket, :deleting_cycle, cycle)}
@@ -658,7 +660,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
 
   def handle_event("confirm_delete_cycle", %{"cycle_id" => cycle_id}, socket) do
     cycle = find_cycle(socket.assigns.cycles, cycle_id)
-    actor = socket.assigns.current_user
+    actor = current_actor(socket)
 
     case Ash.destroy(cycle, domain: MembershipFees, actor: actor) do
       :ok ->
@@ -731,7 +733,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
 
       if deleted_count > 0 do
         # Reload member to get updated cycles
-        actor = socket.assigns.current_user
+        actor = current_actor(socket)
 
         updated_member =
           member
@@ -823,7 +825,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
         membership_fee_type_id: member.membership_fee_type_id
       }
 
-      actor = socket.assigns.current_user
+      actor = current_actor(socket)
 
       case Ash.create(MembershipFeeCycle, attrs, domain: MembershipFees, actor: actor) do
         {:ok, _new_cycle} ->

lib/mv_web/live/membership_fee_type_live/form.ex

@@ -13,6 +13,9 @@ defmodule MvWeb.MembershipFeeTypeLive.Form do
   """
   use MvWeb, :live_view
 
+  on_mount {MvWeb.LiveHelpers, :ensure_user_role_loaded}
+  import MvWeb.LiveHelpers, only: [current_actor: 1]
+
   require Ash.Query
 
   alias Mv.Membership.Member
@@ -380,7 +383,7 @@ defmodule MvWeb.MembershipFeeTypeLive.Form do
   @spec return_path(String.t(), MembershipFeeType.t() | nil) :: String.t()
   defp return_path("index", _membership_fee_type), do: ~p"/membership_fee_types"
 
-  @spec get_affected_member_count(String.t()) :: non_neg_integer()
+  @spec get_affected_member_count(String.t(), Mv.Accounts.User.t() | nil) :: non_neg_integer()
   # Checks if amount changed and updates socket assigns accordingly
   defp check_amount_change(socket, params) do
     if socket.assigns.membership_fee_type && Map.has_key?(params, "amount") do
@@ -428,7 +431,7 @@ defmodule MvWeb.MembershipFeeTypeLive.Form do
         socket.assigns.affected_member_count
       else
         # Warning being shown for first time, calculate count
-        get_affected_member_count(socket.assigns.membership_fee_type.id)
+        get_affected_member_count(socket.assigns.membership_fee_type.id, current_actor(socket))
       end
 
     socket
@@ -446,8 +449,10 @@ defmodule MvWeb.MembershipFeeTypeLive.Form do
     |> assign(:pending_amount, nil)
   end
 
-  defp get_affected_member_count(fee_type_id) do
+  defp get_affected_member_count(fee_type_id, actor) do
-    case Ash.count(Member |> Ash.Query.filter(membership_fee_type_id == ^fee_type_id)) do
+    case Ash.count(Member |> Ash.Query.filter(membership_fee_type_id == ^fee_type_id),
+           actor: actor
+         ) do
       {:ok, count} -> count
       _ -> 0
     end

lib/mv_web/live/membership_fee_type_live/index.ex

@@ -14,6 +14,9 @@ defmodule MvWeb.MembershipFeeTypeLive.Index do
   """
   use MvWeb, :live_view
 
+  on_mount {MvWeb.LiveHelpers, :ensure_user_role_loaded}
+  import MvWeb.LiveHelpers, only: [current_actor: 1]
+
   require Ash.Query
 
   alias Mv.Membership
@@ -24,8 +27,9 @@ defmodule MvWeb.MembershipFeeTypeLive.Index do
 
   @impl true
   def mount(_params, _session, socket) do
-    fee_types = load_membership_fee_types()
+    actor = current_actor(socket)
-    member_counts = load_member_counts(fee_types)
+    fee_types = load_membership_fee_types(actor)
+    member_counts = load_member_counts(fee_types, actor)
 
     {:ok,
      socket
@@ -149,14 +153,14 @@ defmodule MvWeb.MembershipFeeTypeLive.Index do
 
   # Helper functions
 
-  defp load_membership_fee_types do
+  defp load_membership_fee_types(actor) do
     MembershipFeeType
     |> Ash.Query.sort(name: :asc)
-    |> Ash.read!(domain: MembershipFees)
+    |> Ash.read!(domain: MembershipFees, actor: actor)
   end
 
   # Loads all member counts for fee types in a single query to avoid N+1 queries
-  defp load_member_counts(fee_types) do
+  defp load_member_counts(fee_types, actor) do
     fee_type_ids = Enum.map(fee_types, & &1.id)
 
     # Load all members with membership_fee_type_id in a single query
@@ -164,7 +168,7 @@ defmodule MvWeb.MembershipFeeTypeLive.Index do
       Member
       |> Ash.Query.filter(membership_fee_type_id in ^fee_type_ids)
       |> Ash.Query.select([:membership_fee_type_id])
-      |> Ash.read!(domain: Membership)
+      |> Ash.read!(domain: Membership, actor: actor)
 
     # Group by membership_fee_type_id and count
     members

lib/mv_web/live/user_live/form.ex

@@ -33,6 +33,9 @@ defmodule MvWeb.UserLive.Form do
   """
   use MvWeb, :live_view
 
+  on_mount {MvWeb.LiveHelpers, :ensure_user_role_loaded}
+  import MvWeb.LiveHelpers, only: [current_actor: 1]
+
   @impl true
   def render(assigns) do
     ~H"""
@@ -258,10 +261,12 @@ defmodule MvWeb.UserLive.Form do
 
   @impl true
   def mount(params, _session, socket) do
+    actor = current_actor(socket)
+
     user =
       case params["id"] do
         nil -> nil
-        id -> Ash.get!(Mv.Accounts.User, id, domain: Mv.Accounts, load: [:member])
+        id -> Ash.get!(Mv.Accounts.User, id, domain: Mv.Accounts, load: [:member], actor: actor)
       end
 
     action = if is_nil(user), do: gettext("New"), else: gettext("Edit")
@@ -307,7 +312,7 @@ defmodule MvWeb.UserLive.Form do
     socket =
       if Map.has_key?(user_params, "email") do
         user_email = user_params["email"]
-        members = load_members_for_linking(user_email, socket.assigns.member_search_query)
+        members = load_members_for_linking(user_email, socket.assigns.member_search_query, socket)
 
         assign(socket, form: validated_form, available_members: members)
       else
@@ -318,19 +323,27 @@ defmodule MvWeb.UserLive.Form do
   end
 
   def handle_event("save", %{"user" => user_params}, socket) do
+    actor = current_actor(socket)
     # First save the user without member changes
-    case AshPhoenix.Form.submit(socket.assigns.form, params: user_params) do
+    case AshPhoenix.Form.submit(socket.assigns.form,
+           params: user_params,
+           action_opts: [actor: actor]
+         ) do
       {:ok, user} ->
         # Then handle member linking/unlinking as a separate step
+        actor = current_actor(socket)
+
         result =
           cond do
             # Selected member ID takes precedence (new link)
             socket.assigns.selected_member_id ->
-              Mv.Accounts.update_user(user, %{member: %{id: socket.assigns.selected_member_id}})
+              Mv.Accounts.update_user(user, %{member: %{id: socket.assigns.selected_member_id}},
+                actor: actor
+              )
 
             # Unlink flag is set
             socket.assigns[:unlink_member] ->
-              Mv.Accounts.update_user(user, %{member: nil})
+              Mv.Accounts.update_user(user, %{member: nil}, actor: actor)
 
             # No changes to member relationship
             true ->
@@ -497,18 +510,21 @@ defmodule MvWeb.UserLive.Form do
 
   @spec assign_form(Phoenix.LiveView.Socket.t()) :: Phoenix.LiveView.Socket.t()
   defp assign_form(%{assigns: %{user: user, show_password_fields: show_password_fields}} = socket) do
+    actor = current_actor(socket)
+
     form =
       if user do
         # For existing users, use admin password action if password fields are shown
         action = if show_password_fields, do: :admin_set_password, else: :update_user
-        AshPhoenix.Form.for_update(user, action, domain: Mv.Accounts, as: "user")
+        AshPhoenix.Form.for_update(user, action, domain: Mv.Accounts, as: "user", actor: actor)
       else
         # For new users, use password registration if password fields are shown
         action = if show_password_fields, do: :register_with_password, else: :create_user
 
         AshPhoenix.Form.for_create(Mv.Accounts.User, action,
           domain: Mv.Accounts,
-          as: "user"
+          as: "user",
+          actor: actor
         )
       end
 
@@ -524,7 +540,7 @@ defmodule MvWeb.UserLive.Form do
     user = socket.assigns.user
     user_email = if user, do: user.email, else: nil
 
-    members = load_members_for_linking(user_email, "")
+    members = load_members_for_linking(user_email, "", socket)
 
     # Dropdown should ALWAYS be hidden initially
     # It will only show when user focuses the input field (show_member_dropdown event)
@@ -539,12 +555,15 @@ defmodule MvWeb.UserLive.Form do
     user = socket.assigns.user
     user_email = if user, do: user.email, else: nil
 
-    members = load_members_for_linking(user_email, query)
+    members = load_members_for_linking(user_email, query, socket)
     assign(socket, available_members: members)
   end
 
-  @spec load_members_for_linking(String.t() | nil, String.t() | nil) :: [Mv.Membership.Member.t()]
+  @spec load_members_for_linking(String.t() | nil, String.t() | nil, Phoenix.LiveView.Socket.t()) ::
-  defp load_members_for_linking(user_email, search_query) do
+          [
+            Mv.Membership.Member.t()
+          ]
+  defp load_members_for_linking(user_email, search_query, socket) do
     user_email_str = if user_email, do: to_string(user_email), else: nil
     search_query_str = if search_query && search_query != "", do: search_query, else: nil
 
@@ -555,7 +574,9 @@ defmodule MvWeb.UserLive.Form do
         search_query: search_query_str
       })
 
-    case Ash.read(query, domain: Mv.Membership) do
+    actor = current_actor(socket)
+
+    case Ash.read(query, domain: Mv.Membership, actor: actor) do
       {:ok, members} ->
         # Apply email match filter if user_email is provided
         if user_email_str do

lib/mv_web/live/user_live/index.ex

@@ -23,9 +23,13 @@ defmodule MvWeb.UserLive.Index do
   use MvWeb, :live_view
   import MvWeb.TableComponents
 
+  on_mount {MvWeb.LiveHelpers, :ensure_user_role_loaded}
+  import MvWeb.LiveHelpers, only: [current_actor: 1]
+
   @impl true
   def mount(_params, _session, socket) do
-    users = Ash.read!(Mv.Accounts.User, domain: Mv.Accounts, load: [:member])
+    actor = current_actor(socket)
+    users = Ash.read!(Mv.Accounts.User, domain: Mv.Accounts, load: [:member], actor: actor)
     sorted = Enum.sort_by(users, & &1.email)
 
     {:ok,

lib/mv_web/live/user_live/show.ex

@@ -26,6 +26,9 @@ defmodule MvWeb.UserLive.Show do
   """
   use MvWeb, :live_view
 
+  on_mount {MvWeb.LiveHelpers, :ensure_user_role_loaded}
+  import MvWeb.LiveHelpers, only: [current_actor: 1]
+
   @impl true
   def render(assigns) do
     ~H"""
@@ -70,7 +73,8 @@ defmodule MvWeb.UserLive.Show do
 
   @impl true
   def mount(%{"id" => id}, _session, socket) do
-    user = Ash.get!(Mv.Accounts.User, id, domain: Mv.Accounts, load: [:member])
+    actor = current_actor(socket)
+    user = Ash.get!(Mv.Accounts.User, id, domain: Mv.Accounts, load: [:member], actor: actor)
 
     {:ok,
      socket