lib/membership/member.ex

@@ -119,11 +119,12 @@ defmodule Mv.Membership.Member do
       # 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_transaction(fn _changeset, result, _context ->
+      change after_transaction(fn changeset, result, _context ->
                case result do
                  {:ok, member} ->
                    if member.membership_fee_type_id && member.join_date do
-                     handle_cycle_generation(member)
+                     actor = Map.get(changeset.context, :actor)
+                     handle_cycle_generation(member, actor: actor)
                    end
 
                  {:error, _} ->
@@ -194,7 +195,9 @@ defmodule Mv.Membership.Member do
                  Ash.Changeset.changing_attribute?(changeset, :membership_fee_type_id)
 
                if fee_type_changed && member.membership_fee_type_id && member.join_date do
-                 case regenerate_cycles_on_type_change(member) do
+                 actor = Map.get(changeset.context, :actor)
+
+                 case regenerate_cycles_on_type_change(member, actor: actor) do
                    {:ok, notifications} ->
                      # Return notifications to Ash - they will be sent automatically after commit
                      {:ok, member, notifications}
@@ -226,7 +229,8 @@ defmodule Mv.Membership.Member do
                    exit_date_changed = Ash.Changeset.changing_attribute?(changeset, :exit_date)
 
                    if (join_date_changed || exit_date_changed) && member.membership_fee_type_id do
-                     handle_cycle_generation(member)
+                     actor = Map.get(changeset.context, :actor)
+                     handle_cycle_generation(member, actor: actor)
                    end
 
                  {:error, _} ->
@@ -783,33 +787,37 @@ defmodule Mv.Membership.Member do
   # Returns {:ok, notifications} or {:error, reason} where notifications are collected
   # to be sent after transaction commits
   @doc false
-  def regenerate_cycles_on_type_change(member) do
+  def regenerate_cycles_on_type_change(member, opts \\ []) do
     today = Date.utc_today()
     lock_key = :erlang.phash2(member.id)
+    actor = Keyword.get(opts, :actor)
 
     # Use advisory lock to prevent concurrent deletion and regeneration
     # This ensures atomicity when multiple updates happen simultaneously
     if Mv.Repo.in_transaction?() do
-      regenerate_cycles_in_transaction(member, today, lock_key)
+      regenerate_cycles_in_transaction(member, today, lock_key, actor: actor)
     else
-      regenerate_cycles_new_transaction(member, today, lock_key)
+      regenerate_cycles_new_transaction(member, today, lock_key, actor: actor)
     end
   end
 
   # Already in transaction: use advisory lock directly
   # Returns {:ok, notifications} - notifications should be returned to after_action hook
-  defp regenerate_cycles_in_transaction(member, today, lock_key) do
+  defp regenerate_cycles_in_transaction(member, today, lock_key, opts) do
+    actor = Keyword.get(opts, :actor)
     Ecto.Adapters.SQL.query!(Mv.Repo, "SELECT pg_advisory_xact_lock($1)", [lock_key])
-    do_regenerate_cycles_on_type_change(member, today, skip_lock?: true)
+    do_regenerate_cycles_on_type_change(member, today, skip_lock?: true, actor: actor)
   end
 
   # Not in transaction: start new transaction with advisory lock
   # Returns {:ok, notifications} - notifications should be sent by caller (e.g., via after_action)
-  defp regenerate_cycles_new_transaction(member, today, lock_key) do
+  defp regenerate_cycles_new_transaction(member, today, lock_key, opts) do
+    actor = Keyword.get(opts, :actor)
+
     Mv.Repo.transaction(fn ->
       Ecto.Adapters.SQL.query!(Mv.Repo, "SELECT pg_advisory_xact_lock($1)", [lock_key])
 
-      case do_regenerate_cycles_on_type_change(member, today, skip_lock?: true) do
+      case do_regenerate_cycles_on_type_change(member, today, skip_lock?: true, actor: actor) do
         {:ok, notifications} ->
           # Return notifications - they will be sent by the caller
           notifications
@@ -831,6 +839,7 @@ defmodule Mv.Membership.Member do
     require Ash.Query
 
     skip_lock? = Keyword.get(opts, :skip_lock?, false)
+    actor = Keyword.get(opts, :actor)
 
     # Find all unpaid cycles for this member
     # We need to check cycle_end for each cycle using its own interval
@@ -840,10 +849,21 @@ defmodule Mv.Membership.Member do
       |> Ash.Query.filter(status == :unpaid)
       |> Ash.Query.load([:membership_fee_type])
 
-    case Ash.read(all_unpaid_cycles_query) do
+    result =
+      if actor do
+        Ash.read(all_unpaid_cycles_query, actor: actor)
+      else
+        Ash.read(all_unpaid_cycles_query)
+      end
+
+    case result do
       {:ok, all_unpaid_cycles} ->
         cycles_to_delete = filter_future_cycles(all_unpaid_cycles, today)
-        delete_and_regenerate_cycles(cycles_to_delete, member.id, today, skip_lock?: skip_lock?)
+
+        delete_and_regenerate_cycles(cycles_to_delete, member.id, today,
+          skip_lock?: skip_lock?,
+          actor: actor
+        )
 
       {:error, reason} ->
         {:error, reason}
@@ -872,13 +892,14 @@ defmodule Mv.Membership.Member do
   # Returns {:ok, notifications} or {:error, reason}
   defp delete_and_regenerate_cycles(cycles_to_delete, member_id, today, opts) do
     skip_lock? = Keyword.get(opts, :skip_lock?, false)
+    actor = Keyword.get(opts, :actor)
 
     if Enum.empty?(cycles_to_delete) do
       # No cycles to delete, just regenerate
-      regenerate_cycles(member_id, today, skip_lock?: skip_lock?)
+      regenerate_cycles(member_id, today, skip_lock?: skip_lock?, actor: actor)
     else
       case delete_cycles(cycles_to_delete) do
-        :ok -> regenerate_cycles(member_id, today, skip_lock?: skip_lock?)
+        :ok -> regenerate_cycles(member_id, today, skip_lock?: skip_lock?, actor: actor)
         {:error, reason} -> {:error, reason}
       end
     end
@@ -904,11 +925,13 @@ defmodule Mv.Membership.Member do
   # Returns {:ok, notifications} - notifications should be returned to after_action hook
   defp regenerate_cycles(member_id, today, opts) do
     skip_lock? = Keyword.get(opts, :skip_lock?, false)
+    actor = Keyword.get(opts, :actor)
 
     case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(
            member_id,
            today: today,
-           skip_lock?: skip_lock?
+           skip_lock?: skip_lock?,
+           actor: actor
          ) do
       {:ok, _cycles, notifications} when is_list(notifications) ->
         {:ok, notifications}
@@ -922,21 +945,25 @@ defmodule Mv.Membership.Member do
   # based on environment (test vs production)
   # This function encapsulates the common logic for cycle generation
   # to avoid code duplication across different hooks
-  defp handle_cycle_generation(member) do
+  defp handle_cycle_generation(member, opts) do
+    actor = Keyword.get(opts, :actor)
+
     if Mv.Config.sql_sandbox?() do
-      handle_cycle_generation_sync(member)
+      handle_cycle_generation_sync(member, actor: actor)
     else
-      handle_cycle_generation_async(member)
+      handle_cycle_generation_async(member, actor: actor)
     end
   end
 
   # Runs cycle generation synchronously (for test environment)
-  defp handle_cycle_generation_sync(member) do
+  defp handle_cycle_generation_sync(member, opts) do
     require Logger
+    actor = Keyword.get(opts, :actor)
 
     case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(
            member.id,
-           today: Date.utc_today()
+           today: Date.utc_today(),
+           actor: actor
          ) do
       {:ok, cycles, notifications} ->
         send_notifications_if_any(notifications)
@@ -948,9 +975,11 @@ defmodule Mv.Membership.Member do
   end
 
   # Runs cycle generation asynchronously (for production environment)
-  defp handle_cycle_generation_async(member) do
+  defp handle_cycle_generation_async(member, opts) do
+    actor = Keyword.get(opts, :actor)
+
     Task.Supervisor.async_nolink(Mv.TaskSupervisor, fn ->
-      case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(member.id) do
+      case Mv.MembershipFees.CycleGenerator.generate_cycles_for_member(member.id, actor: actor) do
         {:ok, cycles, notifications} ->
           send_notifications_if_any(notifications)
           log_cycle_generation_success(member, cycles, notifications, sync: false)
@@ -1179,15 +1208,18 @@ defmodule Mv.Membership.Member do
     custom_field_values_arg = Ash.Changeset.get_argument(changeset, :custom_field_values)
 
     if is_nil(custom_field_values_arg) do
-      extract_existing_values(changeset.data)
+      extract_existing_values(changeset.data, changeset)
     else
       extract_argument_values(custom_field_values_arg)
     end
   end
 
   # Extracts custom field values from existing member data (update scenario)
-  defp extract_existing_values(member_data) do
-    case Ash.load(member_data, :custom_field_values) do
+  defp extract_existing_values(member_data, changeset) do
+    actor = Map.get(changeset.context, :actor)
+    opts = if actor, do: [actor: actor], else: []
+
+    case Ash.load(member_data, :custom_field_values, opts) do
       {:ok, %{custom_field_values: existing_values}} ->
         Enum.reduce(existing_values, %{}, &extract_value_from_cfv/2)
 

lib/mv/membership_fees/cycle_generator.ex

@@ -77,7 +77,9 @@ defmodule Mv.MembershipFees.CycleGenerator do
   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
+    actor = Keyword.get(opts, :actor)
+
+    case load_member(member_id, actor: actor) do
       {:ok, member} -> generate_cycles_for_member(member, opts)
       {:error, reason} -> {:error, reason}
     end
@@ -87,25 +89,27 @@ defmodule Mv.MembershipFees.CycleGenerator do
     today = Keyword.get(opts, :today, Date.utc_today())
     skip_lock? = Keyword.get(opts, :skip_lock?, false)
 
-    do_generate_cycles_with_lock(member, today, skip_lock?)
+    do_generate_cycles_with_lock(member, today, skip_lock?, opts)
   end
 
   # Generate cycles with lock handling
   # Returns {:ok, cycles, notifications} - notifications are never sent here,
   # they should be returned to the caller (e.g., via after_action hook)
-  defp do_generate_cycles_with_lock(member, today, true = _skip_lock?) do
+  defp do_generate_cycles_with_lock(member, today, true = _skip_lock?, opts) do
     # Lock already set by caller (e.g., regenerate_cycles_on_type_change)
     # Just generate cycles without additional locking
-    do_generate_cycles(member, today)
+    actor = Keyword.get(opts, :actor)
+    do_generate_cycles(member, today, actor: actor)
   end
 
-  defp do_generate_cycles_with_lock(member, today, false) do
+  defp do_generate_cycles_with_lock(member, today, false, opts) do
     lock_key = :erlang.phash2(member.id)
+    actor = Keyword.get(opts, :actor)
 
     Repo.transaction(fn ->
       Ecto.Adapters.SQL.query!(Repo, "SELECT pg_advisory_xact_lock($1)", [lock_key])
 
-      case do_generate_cycles(member, today) do
+      case do_generate_cycles(member, today, actor: actor) do
         {:ok, cycles, notifications} ->
           # Return cycles and notifications - do NOT send notifications here
           # They will be sent by the caller (e.g., via after_action hook)
@@ -222,21 +226,33 @@ defmodule Mv.MembershipFees.CycleGenerator do
 
   # Private functions
 
-  defp load_member(member_id) do
+  defp load_member(member_id, opts) do
+    actor = Keyword.get(opts, :actor)
+
+    query =
       Member
       |> Ash.Query.filter(id == ^member_id)
       |> Ash.Query.load([:membership_fee_type, :membership_fee_cycles])
-    |> Ash.read_one()
-    |> case do
+
+    result =
+      if actor do
+        Ash.read_one(query, actor: actor)
+      else
+        Ash.read_one(query)
+      end
+
+    case result do
       {:ok, nil} -> {:error, :member_not_found}
       {:ok, member} -> {:ok, member}
       {:error, reason} -> {:error, reason}
     end
   end
 
-  defp do_generate_cycles(member, today) do
+  defp do_generate_cycles(member, today, opts) do
+    actor = Keyword.get(opts, :actor)
+
     # Reload member with relationships to ensure fresh data
-    case load_member(member.id) do
+    case load_member(member.id, actor: actor) do
       {:ok, member} ->
         cond do
           is_nil(member.membership_fee_type_id) ->
@@ -246,7 +262,7 @@ defmodule Mv.MembershipFees.CycleGenerator do
             {:error, :no_join_date}
 
           true ->
-            generate_missing_cycles(member, today)
+            generate_missing_cycles(member, today, actor: actor)
         end
 
       {:error, reason} ->
@@ -254,7 +270,8 @@ defmodule Mv.MembershipFees.CycleGenerator do
     end
   end
 
-  defp generate_missing_cycles(member, today) do
+  defp generate_missing_cycles(member, today, opts) do
+    actor = Keyword.get(opts, :actor)
     fee_type = member.membership_fee_type
     interval = fee_type.interval
     amount = fee_type.amount
@@ -270,7 +287,7 @@ defmodule Mv.MembershipFees.CycleGenerator do
     # 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)
+      create_cycles(cycle_starts, member.id, fee_type.id, amount, actor: actor)
     else
       {:ok, [], []}
     end
@@ -365,7 +382,8 @@ defmodule Mv.MembershipFees.CycleGenerator do
     end
   end
 
-  defp create_cycles(cycle_starts, member_id, fee_type_id, amount) do
+  defp create_cycles(cycle_starts, member_id, fee_type_id, amount, opts) do
+    actor = Keyword.get(opts, :actor)
     # Always use return_notifications?: true to collect notifications
     # Notifications will be returned to the caller, who is responsible for
     # sending them (e.g., via after_action hook returning {:ok, result, notifications})
@@ -380,7 +398,7 @@ defmodule Mv.MembershipFees.CycleGenerator do
         }
 
         handle_cycle_creation_result(
-          Ash.create(MembershipFeeCycle, attrs, return_notifications?: true),
+          Ash.create(MembershipFeeCycle, attrs, return_notifications?: true, actor: actor),
           cycle_start
         )
       end)