CODE_GUIDELINES.md

@@ -81,8 +81,8 @@ lib/
 ├── membership/            # Membership domain
 │   ├── membership.ex      # Domain definition
 │   ├── member.ex          # Member resource
+│   ├── custom_field.ex               # Custom field (definition) resource
 │   ├── custom_field_value.ex        # Custom field value resource
-│   ├── custom_field.ex   # CustomFieldValue type resource
 │   ├── setting.ex         # Global settings (singleton resource)
 │   └── email.ex           # Email custom type
 ├── membership_fees/        # MembershipFees domain
@@ -194,7 +194,8 @@ test/
 ├── seeds_test.exs         # Database seed tests
 └── support/               # Test helpers
     ├── conn_case.ex       # Controller test helpers
-    └── data_case.ex       # Data layer test helpers
+    ├── data_case.ex       # Data layer test helpers
+    └── fixtures.ex        # Shared test fixtures (Mv.Fixtures)
 ```
 
 ### 1.2 Module Organization
@@ -1247,7 +1248,8 @@ test/
 │   └── components/
 └── support/               # Test helpers
     ├── conn_case.ex       # Controller test setup
-    └── data_case.ex       # Database test setup
+    ├── data_case.ex       # Database test setup
+    └── fixtures.ex        # Shared test fixtures (Mv.Fixtures)
 ```
 
 **Test File Naming:**

docs/groups-architecture.md

@@ -4,7 +4,7 @@
 **Feature:** Groups Management  
 **Version:** 1.0  
 **Last Updated:** 2025-01-XX  
-**Status:** Architecture Design - Ready for Implementation
+**Status:** ✅ Implemented (authorization: see [roles-and-permissions-architecture.md](./roles-and-permissions-architecture.md))
 
 ---
 
@@ -412,15 +412,17 @@ lib/
 
 ## Authorization
 
+**Status:** ✅ Implemented. Group and MemberGroup resource policies and PermissionSets are in place. See [roles-and-permissions-architecture.md](./roles-and-permissions-architecture.md) for the full permission matrix and policy patterns.
+
 ### Permission Model (MVP)
 
-**Resource:** `groups`
+**Resource:** `Group` (and `MemberGroup`)
 
 **Actions:**
-- `read` - View groups (all users with member read permission)
-- `create` - Create groups (admin only)
-- `update` - Edit groups (admin only)
-- `destroy` - Delete groups (admin only)
+- `read` - View groups (all permission sets)
+- `create` - Create groups (normal_user and admin)
+- `update` - Edit groups (normal_user and admin)
+- `destroy` - Delete groups (normal_user and admin)
 
 **Scopes:**
 - `:all` - All groups (for all permission sets that have read access)
@@ -442,7 +444,7 @@ lib/
 **Own Data Permission Set:**
 - `read` action on `Group` resource with `:all` scope - granted
 
-**Note:** All permission sets use `:all` scope for groups. Groups are considered public information that all users with member read permission can view. Only admins can manage (create/update/destroy) groups.
+**Note:** All permission sets use `:all` scope for groups. Groups are considered public information that all users with member read permission can view. normal_user and admin can manage (create/update/destroy) groups.
 
 ### Member-Group Association Permissions
 

docs/membership-fee-architecture.md

@@ -334,20 +334,18 @@ lib/
 
 ### Permission System Integration
 
-**See:** [roles-and-permissions-architecture.md](./roles-and-permissions-architecture.md)
+**Status:** ✅ Implemented. See [roles-and-permissions-architecture.md](./roles-and-permissions-architecture.md) for the full permission matrix and policy patterns.
 
-**Required Permissions:**
+**PermissionSets (lib/mv/authorization/permission_sets.ex):**
 
-- `MembershipFeeType.create/update/destroy` - Admin only
-- `MembershipFeeType.read` - Admin, Treasurer, Board
-- `MembershipFeeCycle.update` (status changes) - Admin, Treasurer
-- `MembershipFeeCycle.read` - Admin, Treasurer, Board, Own member
+- **MembershipFeeType:** All permission sets can read (:all); only admin has create/update/destroy (:all).
+- **MembershipFeeCycle:** All can read (:all); read_only has read only; normal_user and admin have read + create + update + destroy (:all).
+- **Manual "Regenerate Cycles" (UI + server):** The "Regenerate Cycles" button in the member detail view is shown to users who have MembershipFeeCycle create permission (normal_user and admin). UI access is gated by `can_create_cycle`. The LiveView handler also enforces `can?(:create, MembershipFeeCycle)` server-side before running regeneration (so e.g. a read_only user cannot trigger it via DevTools). Regeneration runs with system actor.
 
-**Policy Patterns:**
+**Resource Policies:**
 
-- Use existing HasPermission check
-- Leverage existing roles (Admin, Kassenwart)
-- Member can read own cycles (linked via member_id)
+- **MembershipFeeType** (`lib/membership_fees/membership_fee_type.ex`): `authorizers: [Ash.Policy.Authorizer]`, single policy with `HasPermission` for read/create/update/destroy.
+- **MembershipFeeCycle** (`lib/membership_fees/membership_fee_cycle.ex`): Same pattern; update includes mark_as_paid, mark_as_suspended, mark_as_unpaid.
 
 ### LiveView Integration
 
@@ -357,7 +355,7 @@ lib/
 2. MembershipFeeCycle table component (member detail view)
    - Implemented as `MvWeb.MemberLive.Show.MembershipFeesComponent`
    - Displays all cycles in a table with status management
-   - Allows changing cycle status, editing amounts, and regenerating cycles
+   - Allows changing cycle status, editing amounts, and manually regenerating cycles (normal_user and admin)
 3. Settings form section (admin)
 4. Member list column (membership fee status)
 

docs/roles-and-permissions-architecture.md

@@ -97,6 +97,10 @@ Control CRUD operations on:
 - CustomFieldValue (custom field values)
 - CustomField (custom field definitions)
 - Role (role management)
+- Group (group definitions; read all, create/update/destroy normal_user and admin)
+- MemberGroup (member–group associations; own_data read :linked, read_only read :all, normal_user/admin create/destroy)
+- MembershipFeeType (fee type definitions; all read, admin-only create/update/destroy)
+- MembershipFeeCycle (fee cycles; own_data read :linked, read_only read :all, normal_user/admin read+create+update+destroy; manual "Regenerate Cycles" for normal_user and admin)
 
 **4. Page-Level Permissions**
 
@@ -105,6 +109,7 @@ Control access to LiveView pages:
 - Show pages (detail views)
 - Form pages (create/edit)
 - Admin pages
+- Settings pages: `/settings` and `/membership_fee_settings` are admin-only (explicit in PermissionSets)
 
 **5. Granular Scopes**
 
@@ -121,6 +126,8 @@ Three scope levels for permissions:
 - **Linked Member Email:** Only admins can edit email of member linked to user
 - **System Roles:** "Mitglied" role cannot be deleted (is_system_role flag)
 - **User-Member Linking:** Only admins can link/unlink users and members
+- **User Role Assignment:** Only admins can change a user's role (via `update_user` with `role_id`). Last-admin validation ensures at least one user keeps the Admin role.
+- **Settings Pages:** `/settings` and `/membership_fee_settings` are admin-only (explicit in PermissionSets pages).
 
 **7. UI Consistency**
 
@@ -684,6 +691,12 @@ Quick reference table showing what each permission set allows:
 | **CustomFieldValue** (all) | - | R | R, C, U, D | R, C, U, D |
 | **CustomField** (all) | R | R | R | R, C, U, D |
 | **Role** (all) | - | - | - | R, C, U, D |
+| **Group** (all) | R | R | R, C, U, D | R, C, U, D |
+| **MemberGroup** (linked) | R | - | - | - |
+| **MemberGroup** (all) | - | R | R, C, D | R, C, D |
+| **MembershipFeeType** (all) | R | R | R | R, C, U, D |
+| **MembershipFeeCycle** (linked) | R | - | - | - |
+| **MembershipFeeCycle** (all) | - | R | R, C, U, D | R, C, U, D |
 
 **Legend:** R=Read, C=Create, U=Update, D=Destroy
 
@@ -1195,6 +1208,36 @@ end
 
 *Cannot destroy if `is_system_role=true`
 
+### User Role Assignment (Admin-Only)
+
+**Location:** `lib/accounts/user.ex` (update_user action), `lib/mv_web/live/user_live/form.ex`
+
+Only admins can change a user's role. The `update_user` action accepts `role_id`; the User form shows a role dropdown when `can?(actor, :update, Mv.Authorization.Role)`. **Last-admin validation:** If the only non-system admin tries to change their role, the change is rejected with "At least one user must keep the Admin role." (System user is excluded from the admin count.) See [User-Member Linking](#user-member-linking) for the same admin-only pattern.
+
+### Group Resource Policies
+
+**Location:** `lib/membership/group.ex`
+
+Policies use `HasPermission` for read/create/update/destroy. All permission sets can read; normal_user and admin can create, update, destroy. No bypass (scope :all only in PermissionSets).
+
+### MemberGroup Resource Policies
+
+**Location:** `lib/membership/member_group.ex`
+
+Bypass for read restricted to own_data (MemberGroupReadLinkedForOwnData check: own_data only, filter `member_id == actor.member_id`); HasPermission for read (read_only/normal_user/admin :all) and create/destroy (normal_user + admin only). Admin with member_id set still gets :all from HasPermission (bypass does not apply).
+
+### MembershipFeeType Resource Policies
+
+**Location:** `lib/membership_fees/membership_fee_type.ex`
+
+Policies use `HasPermission` for read/create/update/destroy. All permission sets can read; only admin can create, update, destroy.
+
+### MembershipFeeCycle Resource Policies
+
+**Location:** `lib/membership_fees/membership_fee_cycle.ex`
+
+Bypass for read restricted to own_data (MembershipFeeCycleReadLinkedForOwnData: own_data only, filter `member_id == actor.member_id`); HasPermission for read (read_only/normal_user/admin :all) and create/update/destroy. own_data can only read cycles of the linked member; read_only can read all; normal_user and admin can read, create, update, and destroy (including mark_as_paid and manual "Regenerate Cycles"; UI button when `can_create_cycle`). Regenerate-cycles handler enforces `can?(:create, MembershipFeeCycle)` server-side.
+
 ---
 
 ## Page Permission System

docs/roles-and-permissions-implementation-plan.md

@@ -78,10 +78,11 @@ Stored in database `roles` table, each referencing a `permission_set_name`:
 - ✅ Hardcoded PermissionSets module with 4 permission sets
 - ✅ Role database table and CRUD interface
 - ✅ Custom Ash Policy Check (`HasPermission`) that reads from PermissionSets
-- ✅ Policies on all resources (Member, User, CustomFieldValue, CustomField, Role)
-- ✅ Page-level permissions via Phoenix Plug
+- ✅ Policies on all resources (Member, User, CustomFieldValue, CustomField, Role, Group, MemberGroup, MembershipFeeType, MembershipFeeCycle)
+- ✅ Page-level permissions via Phoenix Plug (including admin-only `/settings` and `/membership_fee_settings`)
 - ✅ UI authorization helpers for conditional rendering
 - ✅ Special case: Member email validation for linked users
+- ✅ User role assignment: admin-only `role_id` in update_user; Last-Admin validation; role dropdown in User form when `can?(actor, :update, Role)`
 - ✅ Seed data for 5 roles
 
 **Benefits of Hardcoded Approach:**

lib/accounts/user.ex

@@ -8,6 +8,9 @@ defmodule Mv.Accounts.User do
     extensions: [AshAuthentication],
     authorizers: [Ash.Policy.Authorizer]
 
+  require Ash.Query
+  import Ash.Expr
+
   postgres do
     table "users"
     repo Mv.Repo
@@ -146,9 +149,10 @@ defmodule Mv.Accounts.User do
 
     update :update_user do
       description "Updates a user and manages the optional member relationship. To change an existing member link, first remove it (set member to nil), then add the new one."
-      # Only accept email directly - member_id is NOT in accept list
-      # This prevents direct foreign key manipulation, forcing use of manage_relationship
-      accept [:email]
+
+      # Accept email and role_id (role_id only used by admins; policy restricts update_user to admins).
+      # member_id is NOT in accept list - use argument :member for relationship management.
+      accept [:email, :role_id]
       # Allow member to be passed as argument for relationship management
       argument :member, :map, allow_nil?: true
 
@@ -387,6 +391,63 @@ defmodule Mv.Accounts.User do
       end
     end
 
+    # Last-admin: prevent the only admin from leaving the admin role (at least one admin required).
+    # Only block when the user is leaving admin (target role is not admin). Switching between
+    # two admin roles (e.g. "Admin" and "Superadmin" both with permission_set_name "admin") is allowed.
+    validate fn changeset, _context ->
+               if Ash.Changeset.changing_attribute?(changeset, :role_id) do
+                 new_role_id = Ash.Changeset.get_attribute(changeset, :role_id)
+
+                 if is_nil(new_role_id) do
+                   :ok
+                 else
+                   current_role_id = changeset.data.role_id
+
+                   current_role =
+                     Mv.Authorization.Role
+                     |> Ash.get!(current_role_id, authorize?: false)
+
+                   new_role =
+                     Mv.Authorization.Role
+                     |> Ash.get!(new_role_id, authorize?: false)
+
+                   # Only block when current user is admin and target role is not admin (leaving admin)
+                   if current_role.permission_set_name == "admin" and
+                        new_role.permission_set_name != "admin" do
+                     admin_role_ids =
+                       Mv.Authorization.Role
+                       |> Ash.Query.for_read(:read)
+                       |> Ash.Query.filter(expr(permission_set_name == "admin"))
+                       |> Ash.read!(authorize?: false)
+                       |> Enum.map(& &1.id)
+
+                     # Count only non-system users with admin role (system user is for internal ops)
+                     system_email = Mv.Helpers.SystemActor.system_user_email()
+
+                     count =
+                       Mv.Accounts.User
+                       |> Ash.Query.for_read(:read)
+                       |> Ash.Query.filter(expr(role_id in ^admin_role_ids))
+                       |> Ash.Query.filter(expr(email != ^system_email))
+                       |> Ash.count!(authorize?: false)
+
+                     if count <= 1 do
+                       {:error,
+                        field: :role_id, message: "At least one user must keep the Admin role."}
+                     else
+                       :ok
+                     end
+                   else
+                     :ok
+                   end
+                 end
+               else
+                 :ok
+               end
+             end,
+             on: [:update],
+             where: [action_is(:update_user)]
+
     # Prevent modification of the system actor user (required for internal operations).
     # Block update/destroy on UI-exposed actions only; :update_internal is used by bootstrap/tests.
     validate fn changeset, _context ->

lib/membership/group.ex

@@ -36,7 +36,8 @@ defmodule Mv.Membership.Group do
   """
   use Ash.Resource,
     domain: Mv.Membership,
-    data_layer: AshPostgres.DataLayer
+    data_layer: AshPostgres.DataLayer,
+    authorizers: [Ash.Policy.Authorizer]
 
   require Ash.Query
   alias Mv.Helpers
@@ -63,6 +64,13 @@ defmodule Mv.Membership.Group do
     end
   end
 
+  policies do
+    policy action_type([:read, :create, :update, :destroy]) do
+      description "Check permissions from role (all can read; normal_user and admin can create/update/destroy)"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+  end
+
   validations do
     validate present(:name)
 
@@ -136,7 +144,7 @@ defmodule Mv.Membership.Group do
     query =
       Mv.Membership.Group
       |> Ash.Query.filter(fragment("LOWER(?) = LOWER(?)", name, ^name))
-      |> maybe_exclude_id(exclude_id)
+      |> Helpers.query_exclude_id(exclude_id)
 
     opts = Helpers.ash_actor_opts(actor)
 
@@ -155,7 +163,4 @@ defmodule Mv.Membership.Group do
         :ok
     end
   end
-
-  defp maybe_exclude_id(query, nil), do: query
-  defp maybe_exclude_id(query, id), do: Ash.Query.filter(query, id != ^id)
 end

lib/membership/member_group.ex

@@ -39,7 +39,8 @@ defmodule Mv.Membership.MemberGroup do
   """
   use Ash.Resource,
     domain: Mv.Membership,
-    data_layer: AshPostgres.DataLayer
+    data_layer: AshPostgres.DataLayer,
+    authorizers: [Ash.Policy.Authorizer]
 
   require Ash.Query
 
@@ -56,6 +57,26 @@ defmodule Mv.Membership.MemberGroup do
     end
   end
 
+  # Authorization: read uses bypass for :linked (own_data only) then HasPermission for :all;
+  # create/destroy use HasPermission (normal_user + admin only).
+  # Single check: own_data gets filter via auto_filter; admin does not match, gets :all from HasPermission.
+  policies do
+    bypass action_type(:read) do
+      description "own_data: read only member_groups where member_id == actor.member_id"
+      authorize_if Mv.Authorization.Checks.MemberGroupReadLinkedForOwnData
+    end
+
+    policy action_type(:read) do
+      description "Check read permission from role (read_only/normal_user/admin :all)"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+
+    policy action_type([:create, :destroy]) do
+      description "Check create/destroy from role (normal_user + admin only)"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+  end
+
   validations do
     validate present(:member_id)
     validate present(:group_id)
@@ -118,7 +139,7 @@ defmodule Mv.Membership.MemberGroup do
     query =
       Mv.Membership.MemberGroup
       |> Ash.Query.filter(member_id == ^member_id and group_id == ^group_id)
-      |> maybe_exclude_id(exclude_id)
+      |> Helpers.query_exclude_id(exclude_id)
 
     opts = Helpers.ash_actor_opts(actor)
 
@@ -135,7 +156,4 @@ defmodule Mv.Membership.MemberGroup do
         :ok
     end
   end
-
-  defp maybe_exclude_id(query, nil), do: query
-  defp maybe_exclude_id(query, id), do: Ash.Query.filter(query, id != ^id)
 end

lib/membership/setting.ex

@@ -155,12 +155,15 @@ defmodule Mv.Membership.Setting do
              on: [:create, :update]
 
     # Validate default_membership_fee_type_id exists if set
-    validate fn changeset, _context ->
+    validate fn changeset, context ->
                fee_type_id =
                  Ash.Changeset.get_attribute(changeset, :default_membership_fee_type_id)
 
                if fee_type_id do
-                 case Ash.get(Mv.MembershipFees.MembershipFeeType, fee_type_id) do
+                 # Check existence only; action is already restricted by policy (e.g. admin).
+                 opts = [domain: Mv.MembershipFees, authorize?: false]
+
+                 case Ash.get(Mv.MembershipFees.MembershipFeeType, fee_type_id, opts) do
                    {:ok, _} ->
                      :ok
 

lib/membership_fees/changes/set_membership_fee_start_date.ex

@@ -31,12 +31,12 @@ defmodule Mv.MembershipFees.Changes.SetMembershipFeeStartDate do
   alias Mv.MembershipFees.CalendarCycles
 
   @impl true
-  def change(changeset, _opts, _context) do
+  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)
+      calculate_and_set_start_date(changeset, context)
     end
   end
 
@@ -56,10 +56,13 @@ defmodule Mv.MembershipFees.Changes.SetMembershipFeeStartDate do
     end
   end
 
-  defp calculate_and_set_start_date(changeset) do
+  defp calculate_and_set_start_date(changeset, context) do
+    actor = Map.get(context || %{}, :actor)
+    opts = if actor, do: [actor: actor], else: []
+
     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, interval} <- get_interval(membership_fee_type_id, opts),
          {: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)
@@ -118,8 +121,8 @@ defmodule Mv.MembershipFees.Changes.SetMembershipFeeStartDate do
     end
   end
 
-  defp get_interval(membership_fee_type_id) do
-    case Ash.get(Mv.MembershipFees.MembershipFeeType, membership_fee_type_id) do
+  defp get_interval(membership_fee_type_id, opts) do
+    case Ash.get(Mv.MembershipFees.MembershipFeeType, membership_fee_type_id, opts) do
       {:ok, %{interval: interval}} -> {:ok, interval}
       {:error, _} -> {:error, :membership_fee_type_not_found}
     end

lib/membership_fees/changes/validate_same_interval.ex

@@ -19,9 +19,9 @@ defmodule Mv.MembershipFees.Changes.ValidateSameInterval do
   use Ash.Resource.Change
 
   @impl true
-  def change(changeset, _opts, _context) do
+  def change(changeset, _opts, context) do
     if changing_membership_fee_type?(changeset) do
-      validate_interval_match(changeset)
+      validate_interval_match(changeset, context)
     else
       changeset
     end
@@ -33,9 +33,10 @@ defmodule Mv.MembershipFees.Changes.ValidateSameInterval do
   end
 
   # Validate that the new type has the same interval as the current type
-  defp validate_interval_match(changeset) do
+  defp validate_interval_match(changeset, context) do
     current_type_id = get_current_type_id(changeset)
     new_type_id = get_new_type_id(changeset)
+    actor = Map.get(context || %{}, :actor)
 
     cond do
       # If no current type, allow any change (first assignment)
@@ -48,13 +49,13 @@ defmodule Mv.MembershipFees.Changes.ValidateSameInterval do
 
       # Both types exist - validate intervals match
       true ->
-        validate_intervals_match(changeset, current_type_id, new_type_id)
+        validate_intervals_match(changeset, current_type_id, new_type_id, actor)
     end
   end
 
   # Validates that intervals match when both types exist
-  defp validate_intervals_match(changeset, current_type_id, new_type_id) do
-    case get_intervals(current_type_id, new_type_id) do
+  defp validate_intervals_match(changeset, current_type_id, new_type_id, actor) do
+    case get_intervals(current_type_id, new_type_id, actor) do
       {:ok, current_interval, new_interval} ->
         if current_interval == new_interval do
           changeset
@@ -85,11 +86,16 @@ defmodule Mv.MembershipFees.Changes.ValidateSameInterval do
     end
   end
 
-  # Get intervals for both types
-  defp get_intervals(current_type_id, new_type_id) do
+  # Get intervals for both types (actor required for authorization when resource has policies)
+  defp get_intervals(current_type_id, new_type_id, actor) do
     alias Mv.MembershipFees.MembershipFeeType
 
-    case {Ash.get(MembershipFeeType, current_type_id), Ash.get(MembershipFeeType, new_type_id)} do
+    opts = if actor, do: [actor: actor], else: []
+
+    case {
+      Ash.get(MembershipFeeType, current_type_id, opts),
+      Ash.get(MembershipFeeType, new_type_id, opts)
+    } do
       {{:ok, current_type}, {:ok, new_type}} ->
         {:ok, current_type.interval, new_type.interval}
 

lib/membership_fees/membership_fee_cycle.ex

@@ -28,7 +28,8 @@ defmodule Mv.MembershipFees.MembershipFeeCycle do
   """
   use Ash.Resource,
     domain: Mv.MembershipFees,
-    data_layer: AshPostgres.DataLayer
+    data_layer: AshPostgres.DataLayer,
+    authorizers: [Ash.Policy.Authorizer]
 
   postgres do
     table "membership_fee_cycles"
@@ -83,6 +84,19 @@ defmodule Mv.MembershipFees.MembershipFeeCycle do
     end
   end
 
+  # READ: bypass for own_data (:linked) then HasPermission for :all; create/update/destroy: HasPermission only.
+  policies do
+    bypass action_type(:read) do
+      description "own_data: read only cycles where member_id == actor.member_id"
+      authorize_if Mv.Authorization.Checks.MembershipFeeCycleReadLinkedForOwnData
+    end
+
+    policy action_type([:read, :create, :update, :destroy]) do
+      description "Check permissions from role (all read; normal_user and admin create/update/destroy)"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+  end
+
   attributes do
     uuid_v7_primary_key :id
 

lib/membership_fees/membership_fee_type.ex

@@ -24,7 +24,8 @@ defmodule Mv.MembershipFees.MembershipFeeType do
   """
   use Ash.Resource,
     domain: Mv.MembershipFees,
-    data_layer: AshPostgres.DataLayer
+    data_layer: AshPostgres.DataLayer,
+    authorizers: [Ash.Policy.Authorizer]
 
   postgres do
     table "membership_fee_types"
@@ -61,6 +62,13 @@ defmodule Mv.MembershipFees.MembershipFeeType do
     end
   end
 
+  policies do
+    policy action_type([:read, :create, :update, :destroy]) do
+      description "Check permissions from role (all can read, only admin can create/update/destroy)"
+      authorize_if Mv.Authorization.Checks.HasPermission
+    end
+  end
+
   validations do
     # Prevent interval changes after creation
     validate fn changeset, _context ->

lib/mv/accounts/user/validations/email_not_used_by_other_member.ex

@@ -81,7 +81,7 @@ defmodule Mv.Accounts.User.Validations.EmailNotUsedByOtherMember do
     query =
       Mv.Membership.Member
       |> Ash.Query.filter(email == ^to_string(email))
-      |> maybe_exclude_id(exclude_member_id)
+      |> Mv.Helpers.query_exclude_id(exclude_member_id)
 
     system_actor = SystemActor.get_system_actor()
     opts = Helpers.ash_actor_opts(system_actor)
@@ -101,7 +101,4 @@ defmodule Mv.Accounts.User.Validations.EmailNotUsedByOtherMember do
         :ok
     end
   end
-
-  defp maybe_exclude_id(query, nil), do: query
-  defp maybe_exclude_id(query, id), do: Ash.Query.filter(query, id != ^id)
 end

lib/mv/authorization/checks/actor_permission_set_is.ex

@@ -0,0 +1,44 @@
+defmodule Mv.Authorization.Checks.ActorPermissionSetIs do
+  @moduledoc """
+  Policy check: true when the actor's role has the given permission_set_name.
+
+  Used to restrict bypass policies (e.g. MemberGroup read by member_id) to actors
+  with a specific permission set (e.g. "own_data") so that admin with member_id
+  still gets :all scope from HasPermission, not the bypass filter.
+
+  ## Usage
+
+      # In a resource policy (both conditions must hold for the bypass)
+      bypass action_type(:read) do
+        authorize_if expr(member_id == ^actor(:member_id))
+        authorize_if {Mv.Authorization.Checks.ActorPermissionSetIs, permission_set_name: "own_data"}
+      end
+
+  ## Options
+
+  - `:permission_set_name` (required) - String or atom, e.g. `"own_data"` or `:own_data`
+  """
+  use Ash.Policy.SimpleCheck
+
+  alias Mv.Authorization.Actor
+
+  @impl true
+  def describe(opts) do
+    name = opts[:permission_set_name] || "?"
+    "actor has permission set #{name}"
+  end
+
+  @impl true
+  def match?(actor, _context, opts) do
+    case opts[:permission_set_name] do
+      nil ->
+        false
+
+      expected ->
+        case Actor.permission_set_name(actor) do
+          nil -> false
+          actual -> to_string(expected) == to_string(actual)
+        end
+    end
+  end
+end

lib/mv/authorization/checks/has_permission.ex

@@ -50,6 +50,7 @@ defmodule Mv.Authorization.Checks.HasPermission do
   - **:linked** - Filters based on resource type:
     - Member: `id == actor.member_id` (User.member_id → Member.id, inverse relationship)
     - CustomFieldValue: `member_id == actor.member_id` (CustomFieldValue.member_id → Member.id → User.member_id)
+    - MemberGroup: `member_id == actor.member_id` (MemberGroup.member_id → Member.id → User.member_id)
 
   ## Error Handling
 
@@ -278,36 +279,28 @@ defmodule Mv.Authorization.Checks.HasPermission do
   # For :own scope with User resource: id == actor.id
   # For :linked scope with Member resource: id == actor.member_id
   defp evaluate_filter_for_strict_check(_filter_expr, actor, record, resource_name) do
-    case {resource_name, record} do
-      {"User", %{id: user_id}} when not is_nil(user_id) ->
-        # Check if this user's ID matches the actor's ID (scope :own)
-        if user_id == actor.id do
-          {:ok, true}
-        else
-          {:ok, false}
-        end
+    result =
+      case {resource_name, record} do
+        # Scope :own
+        {"User", %{id: user_id}} when not is_nil(user_id) ->
+          user_id == actor.id
 
-      {"Member", %{id: member_id}} when not is_nil(member_id) ->
-        # Check if this member's ID matches the actor's member_id
-        if member_id == actor.member_id do
-          {:ok, true}
-        else
-          {:ok, false}
-        end
+        # Scope :linked
+        {"Member", %{id: member_id}} when not is_nil(member_id) ->
+          member_id == actor.member_id
 
-      {"CustomFieldValue", %{member_id: cfv_member_id}} when not is_nil(cfv_member_id) ->
-        # Check if this CFV's member_id matches the actor's member_id
-        if cfv_member_id == actor.member_id do
-          {:ok, true}
-        else
-          {:ok, false}
-        end
+        {"CustomFieldValue", %{member_id: cfv_member_id}} when not is_nil(cfv_member_id) ->
+          cfv_member_id == actor.member_id
 
-      _ ->
-        # For other cases or when record is not available, return :unknown
-        # This will cause Ash to use auto_filter instead
-        {:ok, :unknown}
-    end
+        {"MemberGroup", %{member_id: mg_member_id}} when not is_nil(mg_member_id) ->
+          mg_member_id == actor.member_id
+
+        _ ->
+          :unknown
+      end
+
+    out = if result == :unknown, do: {:ok, :unknown}, else: {:ok, result}
+    out
   end
 
   # Extract resource name from module (e.g., Mv.Membership.Member -> "Member")
@@ -347,24 +340,20 @@ defmodule Mv.Authorization.Checks.HasPermission do
   defp apply_scope(:linked, actor, resource_name) do
     case resource_name do
       "Member" ->
-        # User.member_id → Member.id (inverse relationship)
-        # Filter: member.id == actor.member_id
-        # If actor has no member_id, return no results (use false or impossible condition)
-        if is_nil(actor.member_id) do
-          {:filter, expr(false)}
-        else
-          {:filter, expr(id == ^actor.member_id)}
-        end
+        # User.member_id → Member.id (inverse relationship). Filter: member.id == actor.member_id
+        linked_filter_by_member_id(actor, :id)
 
       "CustomFieldValue" ->
         # CustomFieldValue.member_id → Member.id → User.member_id
-        # Filter: custom_field_value.member_id == actor.member_id
-        # If actor has no member_id, return no results
-        if is_nil(actor.member_id) do
-          {:filter, expr(false)}
-        else
-          {:filter, expr(member_id == ^actor.member_id)}
-        end
+        linked_filter_by_member_id(actor, :member_id)
+
+      "MemberGroup" ->
+        # MemberGroup.member_id → Member.id → User.member_id (own linked member's group associations)
+        linked_filter_by_member_id(actor, :member_id)
+
+      "MembershipFeeCycle" ->
+        # MembershipFeeCycle.member_id → Member.id → User.member_id (own linked member's cycles)
+        linked_filter_by_member_id(actor, :member_id)
 
       _ ->
         # Fallback for other resources
@@ -372,6 +361,17 @@ defmodule Mv.Authorization.Checks.HasPermission do
     end
   end
 
+  # Returns {:filter, expr(false)} if actor has no member_id; otherwise {:filter, expr(field == ^actor.member_id)}.
+  # Used for :linked scope on Member (field :id), CustomFieldValue and MemberGroup (field :member_id).
+  defp linked_filter_by_member_id(actor, _field) when is_nil(actor.member_id) do
+    {:filter, expr(false)}
+  end
+
+  defp linked_filter_by_member_id(actor, :id), do: {:filter, expr(id == ^actor.member_id)}
+
+  defp linked_filter_by_member_id(actor, :member_id),
+    do: {:filter, expr(member_id == ^actor.member_id)}
+
   # Log authorization failures for debugging (lazy evaluation)
   defp log_auth_failure(actor, resource, action, reason) do
     Logger.debug(fn ->

lib/mv/authorization/checks/member_group_read_linked_for_own_data.ex

@@ -0,0 +1,63 @@
+defmodule Mv.Authorization.Checks.MemberGroupReadLinkedForOwnData do
+  @moduledoc """
+  Policy check for MemberGroup read: true only when actor has permission set "own_data"
+  AND record.member_id == actor.member_id.
+
+  Used in a bypass so that own_data gets the linked filter (via auto_filter for list queries),
+  while admin with member_id does not match and gets :all from HasPermission.
+
+  - With a record (e.g. get by id): returns true only when own_data and member_id match.
+  - Without a record (list query): strict_check returns false; auto_filter adds filter when own_data.
+  """
+  use Ash.Policy.Check
+
+  alias Mv.Authorization.Checks.ActorPermissionSetIs
+
+  @impl true
+  def type, do: :filter
+
+  @impl true
+  def describe(_opts),
+    do: "own_data can read only member_groups where member_id == actor.member_id"
+
+  @impl true
+  def strict_check(actor, authorizer, _opts) do
+    record = get_record_from_authorizer(authorizer)
+    is_own_data = ActorPermissionSetIs.match?(actor, authorizer, permission_set_name: "own_data")
+
+    cond do
+      # List query + own_data: return :unknown so authorizer applies auto_filter (keyword list)
+      is_nil(record) and is_own_data ->
+        {:ok, :unknown}
+
+      is_nil(record) ->
+        {:ok, false}
+
+      not is_own_data ->
+        {:ok, false}
+
+      record.member_id == actor.member_id ->
+        {:ok, true}
+
+      true ->
+        {:ok, false}
+    end
+  end
+
+  @impl true
+  def auto_filter(actor, _authorizer, _opts) do
+    if ActorPermissionSetIs.match?(actor, nil, permission_set_name: "own_data") &&
+         Map.get(actor, :member_id) do
+      [member_id: actor.member_id]
+    else
+      []
+    end
+  end
+
+  defp get_record_from_authorizer(authorizer) do
+    case authorizer.subject do
+      %{data: data} when not is_nil(data) -> data
+      _ -> nil
+    end
+  end
+end

lib/mv/authorization/checks/membership_fee_cycle_read_linked_for_own_data.ex

@@ -0,0 +1,62 @@
+defmodule Mv.Authorization.Checks.MembershipFeeCycleReadLinkedForOwnData do
+  @moduledoc """
+  Policy check for MembershipFeeCycle read: true only when actor has permission set "own_data"
+  AND record.member_id == actor.member_id.
+
+  Used in a bypass so that own_data gets the linked filter (via auto_filter for list queries),
+  while admin with member_id does not match and gets :all from HasPermission.
+
+  - With a record (e.g. get by id): returns true only when own_data and member_id match.
+  - Without a record (list query): return :unknown so authorizer applies auto_filter.
+  """
+  use Ash.Policy.Check
+
+  alias Mv.Authorization.Checks.ActorPermissionSetIs
+
+  @impl true
+  def type, do: :filter
+
+  @impl true
+  def describe(_opts),
+    do: "own_data can read only membership_fee_cycles where member_id == actor.member_id"
+
+  @impl true
+  def strict_check(actor, authorizer, _opts) do
+    record = get_record_from_authorizer(authorizer)
+    is_own_data = ActorPermissionSetIs.match?(actor, authorizer, permission_set_name: "own_data")
+
+    cond do
+      is_nil(record) and is_own_data ->
+        {:ok, :unknown}
+
+      is_nil(record) ->
+        {:ok, false}
+
+      not is_own_data ->
+        {:ok, false}
+
+      record.member_id == actor.member_id ->
+        {:ok, true}
+
+      true ->
+        {:ok, false}
+    end
+  end
+
+  @impl true
+  def auto_filter(actor, _authorizer, _opts) do
+    if ActorPermissionSetIs.match?(actor, nil, permission_set_name: "own_data") &&
+         Map.get(actor, :member_id) do
+      [member_id: actor.member_id]
+    else
+      []
+    end
+  end
+
+  defp get_record_from_authorizer(authorizer) do
+    case authorizer.subject do
+      %{data: data} when not is_nil(data) -> data
+      _ -> nil
+    end
+  end
+end

lib/mv/authorization/permission_sets.ex

@@ -58,6 +58,27 @@ defmodule Mv.Authorization.PermissionSets do
           pages: [String.t()]
         }
 
+  # DRY helpers for shared resource permission lists (used in own_data, read_only, normal_user, admin)
+  defp perm(resource, action, scope),
+    do: %{resource: resource, action: action, scope: scope, granted: true}
+
+  # All four CRUD actions for a resource with scope :all (used for admin)
+  defp perm_all(resource),
+    do: [
+      perm(resource, :read, :all),
+      perm(resource, :create, :all),
+      perm(resource, :update, :all),
+      perm(resource, :destroy, :all)
+    ]
+
+  # User: read/update own credentials only (all non-admin sets allow password changes)
+  defp user_own_credentials, do: [perm("User", :read, :own), perm("User", :update, :own)]
+
+  defp group_read_all, do: [perm("Group", :read, :all)]
+  defp custom_field_read_all, do: [perm("CustomField", :read, :all)]
+  defp membership_fee_type_read_all, do: [perm("MembershipFeeType", :read, :all)]
+  defp membership_fee_cycle_read_all, do: [perm("MembershipFeeCycle", :read, :all)]
+
   @doc """
   Returns the list of all valid permission set names.
 
@@ -94,29 +115,21 @@ defmodule Mv.Authorization.PermissionSets do
 
   def get_permissions(:own_data) do
     %{
-      resources: [
-        # User: Can read/update own credentials only
-        # IMPORTANT: "read_only" refers to member data, NOT user credentials.
-        # All permission sets grant User.update :own to allow password changes.
-        %{resource: "User", action: :read, scope: :own, granted: true},
-        %{resource: "User", action: :update, scope: :own, granted: true},
-
-        # Member: Can read/update linked member
-        %{resource: "Member", action: :read, scope: :linked, granted: true},
-        %{resource: "Member", action: :update, scope: :linked, granted: true},
-
-        # CustomFieldValue: Can read/update/create/destroy custom field values of linked member
-        %{resource: "CustomFieldValue", action: :read, scope: :linked, granted: true},
-        %{resource: "CustomFieldValue", action: :update, scope: :linked, granted: true},
-        %{resource: "CustomFieldValue", action: :create, scope: :linked, granted: true},
-        %{resource: "CustomFieldValue", action: :destroy, scope: :linked, granted: true},
-
-        # CustomField: Can read all (needed for forms)
-        %{resource: "CustomField", action: :read, scope: :all, granted: true},
-
-        # Group: Can read all (needed for viewing groups)
-        %{resource: "Group", action: :read, scope: :all, granted: true}
-      ],
+      resources:
+        user_own_credentials() ++
+          [
+            perm("Member", :read, :linked),
+            perm("Member", :update, :linked),
+            perm("CustomFieldValue", :read, :linked),
+            perm("CustomFieldValue", :update, :linked),
+            perm("CustomFieldValue", :create, :linked),
+            perm("CustomFieldValue", :destroy, :linked)
+          ] ++
+          custom_field_read_all() ++
+          group_read_all() ++
+          [perm("MemberGroup", :read, :linked)] ++
+          membership_fee_type_read_all() ++
+          [perm("MembershipFeeCycle", :read, :linked)],
       pages: [
         # No "/" - Mitglied must not see member index at root (same content as /members).
         # Own profile (sidebar links to /users/:id) and own user edit
@@ -133,25 +146,17 @@ defmodule Mv.Authorization.PermissionSets do
 
   def get_permissions(:read_only) do
     %{
-      resources: [
-        # User: Can read/update own credentials only
-        # IMPORTANT: "read_only" refers to member data, NOT user credentials.
-        # All permission sets grant User.update :own to allow password changes.
-        %{resource: "User", action: :read, scope: :own, granted: true},
-        %{resource: "User", action: :update, scope: :own, granted: true},
-
-        # Member: Can read all members, no modifications
-        %{resource: "Member", action: :read, scope: :all, granted: true},
-
-        # CustomFieldValue: Can read all custom field values
-        %{resource: "CustomFieldValue", action: :read, scope: :all, granted: true},
-
-        # CustomField: Can read all
-        %{resource: "CustomField", action: :read, scope: :all, granted: true},
-
-        # Group: Can read all
-        %{resource: "Group", action: :read, scope: :all, granted: true}
-      ],
+      resources:
+        user_own_credentials() ++
+          [
+            perm("Member", :read, :all),
+            perm("CustomFieldValue", :read, :all)
+          ] ++
+          custom_field_read_all() ++
+          group_read_all() ++
+          [perm("MemberGroup", :read, :all)] ++
+          membership_fee_type_read_all() ++
+          membership_fee_cycle_read_all(),
       pages: [
         "/",
         # Own profile (sidebar links to /users/:id; redirect target must be allowed)
@@ -176,31 +181,37 @@ defmodule Mv.Authorization.PermissionSets do
 
   def get_permissions(:normal_user) do
     %{
-      resources: [
-        # User: Can read/update own credentials only
-        # IMPORTANT: "read_only" refers to member data, NOT user credentials.
-        # All permission sets grant User.update :own to allow password changes.
-        %{resource: "User", action: :read, scope: :own, granted: true},
-        %{resource: "User", action: :update, scope: :own, granted: true},
-
-        # Member: Full CRUD except destroy (safety)
-        %{resource: "Member", action: :read, scope: :all, granted: true},
-        %{resource: "Member", action: :create, scope: :all, granted: true},
-        %{resource: "Member", action: :update, scope: :all, granted: true},
-        # Note: destroy intentionally omitted for safety
-
-        # CustomFieldValue: Full CRUD
-        %{resource: "CustomFieldValue", action: :read, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :create, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :update, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :destroy, scope: :all, granted: true},
-
-        # CustomField: Read only (admin manages definitions)
-        %{resource: "CustomField", action: :read, scope: :all, granted: true},
-
-        # Group: Can read all
-        %{resource: "Group", action: :read, scope: :all, granted: true}
-      ],
+      resources:
+        user_own_credentials() ++
+          [
+            perm("Member", :read, :all),
+            perm("Member", :create, :all),
+            perm("Member", :update, :all),
+            # destroy intentionally omitted for safety
+            perm("CustomFieldValue", :read, :all),
+            perm("CustomFieldValue", :create, :all),
+            perm("CustomFieldValue", :update, :all),
+            perm("CustomFieldValue", :destroy, :all)
+          ] ++
+          custom_field_read_all() ++
+          [
+            perm("Group", :read, :all),
+            perm("Group", :create, :all),
+            perm("Group", :update, :all),
+            perm("Group", :destroy, :all)
+          ] ++
+          [
+            perm("MemberGroup", :read, :all),
+            perm("MemberGroup", :create, :all),
+            perm("MemberGroup", :destroy, :all)
+          ] ++
+          membership_fee_type_read_all() ++
+          [
+            perm("MembershipFeeCycle", :read, :all),
+            perm("MembershipFeeCycle", :create, :all),
+            perm("MembershipFeeCycle", :update, :all),
+            perm("MembershipFeeCycle", :destroy, :all)
+          ],
       pages: [
         "/",
         # Own profile (sidebar links to /users/:id; redirect target must be allowed)
@@ -221,52 +232,39 @@ defmodule Mv.Authorization.PermissionSets do
         "/custom_field_values/:id/edit",
         # Groups overview
         "/groups",
+        # Create group
+        "/groups/new",
         # Group detail
-        "/groups/:slug"
+        "/groups/:slug",
+        # Edit group
+        "/groups/:slug/edit"
       ]
     }
   end
 
   def get_permissions(:admin) do
+    # MemberGroup has no :update action in the domain; use read/create/destroy only
+    member_group_perms = [
+      perm("MemberGroup", :read, :all),
+      perm("MemberGroup", :create, :all),
+      perm("MemberGroup", :destroy, :all)
+    ]
+
     %{
-      resources: [
-        # User: Full management including other users
-        %{resource: "User", action: :read, scope: :all, granted: true},
-        %{resource: "User", action: :create, scope: :all, granted: true},
-        %{resource: "User", action: :update, scope: :all, granted: true},
-        %{resource: "User", action: :destroy, scope: :all, granted: true},
-
-        # Member: Full CRUD
-        %{resource: "Member", action: :read, scope: :all, granted: true},
-        %{resource: "Member", action: :create, scope: :all, granted: true},
-        %{resource: "Member", action: :update, scope: :all, granted: true},
-        %{resource: "Member", action: :destroy, scope: :all, granted: true},
-
-        # CustomFieldValue: Full CRUD
-        %{resource: "CustomFieldValue", action: :read, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :create, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :update, scope: :all, granted: true},
-        %{resource: "CustomFieldValue", action: :destroy, scope: :all, granted: true},
-
-        # CustomField: Full CRUD (admin manages custom field definitions)
-        %{resource: "CustomField", action: :read, scope: :all, granted: true},
-        %{resource: "CustomField", action: :create, scope: :all, granted: true},
-        %{resource: "CustomField", action: :update, scope: :all, granted: true},
-        %{resource: "CustomField", action: :destroy, scope: :all, granted: true},
-
-        # Role: Full CRUD (admin manages roles)
-        %{resource: "Role", action: :read, scope: :all, granted: true},
-        %{resource: "Role", action: :create, scope: :all, granted: true},
-        %{resource: "Role", action: :update, scope: :all, granted: true},
-        %{resource: "Role", action: :destroy, scope: :all, granted: true},
-
-        # Group: Full CRUD (admin manages groups)
-        %{resource: "Group", action: :read, scope: :all, granted: true},
-        %{resource: "Group", action: :create, scope: :all, granted: true},
-        %{resource: "Group", action: :update, scope: :all, granted: true},
-        %{resource: "Group", action: :destroy, scope: :all, granted: true}
-      ],
+      resources:
+        perm_all("User") ++
+          perm_all("Member") ++
+          perm_all("CustomFieldValue") ++
+          perm_all("CustomField") ++
+          perm_all("Role") ++
+          perm_all("Group") ++
+          member_group_perms ++
+          perm_all("MembershipFeeType") ++
+          perm_all("MembershipFeeCycle"),
       pages: [
+        # Explicit admin-only pages (for clarity and future restrictions)
+        "/settings",
+        "/membership_fee_settings",
         # Wildcard: Admin can access all pages
         "*"
       ]

lib/mv/email_sync/changes/sync_user_email_to_member.ex

@@ -27,6 +27,10 @@ defmodule Mv.EmailSync.Changes.SyncUserEmailToMember do
   Modified changeset with email synchronization applied, or original changeset
   if recursion detected.
   """
+  # Ash 3.12+ calls this to decide whether to run the change in certain contexts.
+  @impl true
+  def has_change?, do: true
+
   @impl true
   def change(changeset, _opts, context) do
     # Only recursion protection needed - trigger logic is in `where` clauses

lib/mv/helpers.ex

@@ -5,6 +5,8 @@ defmodule Mv.Helpers do
   Provides utilities that are not specific to a single domain or layer.
   """
 
+  require Ash.Query
+
   @doc """
   Converts an actor to Ash options list for authorization.
   Returns empty list if actor is nil.
@@ -24,4 +26,22 @@ defmodule Mv.Helpers do
   @spec ash_actor_opts(Mv.Accounts.User.t() | nil) :: keyword()
   def ash_actor_opts(nil), do: []
   def ash_actor_opts(actor) when not is_nil(actor), do: [actor: actor]
+
+  @doc """
+  Returns the query unchanged if `exclude_id` is nil; otherwise adds a filter `id != ^exclude_id`.
+
+  Used in uniqueness validations that must exclude the current record (e.g. name uniqueness
+  on update, duplicate association checks). Call with the record's primary key to exclude it
+  from the result set.
+
+  ## Examples
+
+      query
+      |> Ash.Query.filter(name == ^name)
+      |> Mv.Helpers.query_exclude_id(current_id)
+
+  """
+  @spec query_exclude_id(Ash.Query.t(), String.t() | nil) :: Ash.Query.t()
+  def query_exclude_id(query, nil), do: query
+  def query_exclude_id(query, id), do: Ash.Query.filter(query, id != ^id)
 end

lib/mv/membership/member/validations/email_not_used_by_other_user.ex

@@ -56,7 +56,7 @@ defmodule Mv.Membership.Member.Validations.EmailNotUsedByOtherUser do
     query =
       Mv.Accounts.User
       |> Ash.Query.filter(email == ^email)
-      |> maybe_exclude_id(exclude_user_id)
+      |> Mv.Helpers.query_exclude_id(exclude_user_id)
 
     system_actor = SystemActor.get_system_actor()
     opts = Helpers.ash_actor_opts(system_actor)
@@ -76,7 +76,4 @@ defmodule Mv.Membership.Member.Validations.EmailNotUsedByOtherUser do
         :ok
     end
   end
-
-  defp maybe_exclude_id(query, nil), do: query
-  defp maybe_exclude_id(query, id), do: Ash.Query.filter(query, id != ^id)
 end

lib/mv_web/components/core_components.ex

@@ -545,6 +545,9 @@ defmodule MvWeb.CoreComponents do
     attr :label, :string
     attr :class, :string
     attr :col_click, :any, doc: "optional column-specific click handler that overrides row_click"
+
+    attr :sort_field, :any,
+      doc: "optional; when equal to table sort_field, aria-sort is set on this th"
   end
 
   slot :action, doc: "the slot for showing user actions in the last table column"
@@ -560,7 +563,13 @@ defmodule MvWeb.CoreComponents do
       <table class="table table-zebra">
         <thead>
           <tr>
-            <th :for={col <- @col} class={Map.get(col, :class)}>{col[:label]}</th>
+            <th
+              :for={col <- @col}
+              class={Map.get(col, :class)}
+              aria-sort={table_th_aria_sort(col, @sort_field, @sort_order)}
+            >
+              {col[:label]}
+            </th>
             <th :for={dyn_col <- @dynamic_cols}>
               <.live_component
                 module={MvWeb.Components.SortHeaderComponent}
@@ -646,6 +655,16 @@ defmodule MvWeb.CoreComponents do
     """
   end
 
+  defp table_th_aria_sort(col, sort_field, sort_order) do
+    col_sort = Map.get(col, :sort_field)
+
+    if not is_nil(col_sort) and col_sort == sort_field and sort_order in [:asc, :desc] do
+      if sort_order == :asc, do: "ascending", else: "descending"
+    else
+      nil
+    end
+  end
+
   @doc """
   Renders a data list.
 

lib/mv_web/components/table_components.ex

@@ -20,7 +20,6 @@ defmodule MvWeb.TableComponents do
       type="button"
       phx-click="sort"
       phx-value-field={@field}
-      aria-sort={aria_sort(@sort_field, @sort_order, @field)}
       class="flex items-center gap-1 hover:underline focus:outline-none"
     >
       <span>{@label}</span>
@@ -33,12 +32,4 @@ defmodule MvWeb.TableComponents do
     </button>
     """
   end
-
-  defp aria_sort(current_field, current_order, this_field) do
-    cond do
-      current_field != this_field -> "none"
-      current_order == :asc -> "ascending"
-      true -> "descending"
-    end
-  end
 end

lib/mv_web/helpers/user_helpers.ex

@@ -0,0 +1,58 @@
+defmodule MvWeb.Helpers.UserHelpers do
+  @moduledoc """
+  Helper functions for user-related display in the web layer.
+
+  Provides utilities for showing authentication status without exposing
+  sensitive attributes (e.g. hashed_password).
+  """
+
+  @doc """
+  Returns whether the user has password authentication set.
+
+  Only returns true when `hashed_password` is a non-empty string. This avoids
+  treating `nil`, empty string, or forbidden/redacted values (e.g. when the
+  attribute is not visible to the actor) as "has password".
+
+  ## Examples
+
+      iex> user = %{hashed_password: nil}
+      iex> MvWeb.Helpers.UserHelpers.has_password?(user)
+      false
+
+      iex> user = %{hashed_password: "$2b$12$..."}
+      iex> MvWeb.Helpers.UserHelpers.has_password?(user)
+      true
+
+      iex> user = %{hashed_password: ""}
+      iex> MvWeb.Helpers.UserHelpers.has_password?(user)
+      false
+  """
+  @spec has_password?(map() | struct()) :: boolean()
+  def has_password?(user) when is_map(user) do
+    case Map.get(user, :hashed_password) do
+      hash when is_binary(hash) and byte_size(hash) > 0 -> true
+      _ -> false
+    end
+  end
+
+  @doc """
+  Returns whether the user is linked via OIDC/SSO (has a non-empty oidc_id).
+
+  ## Examples
+
+      iex> user = %{oidc_id: nil}
+      iex> MvWeb.Helpers.UserHelpers.has_oidc?(user)
+      false
+
+      iex> user = %{oidc_id: "sub-from-rauthy"}
+      iex> MvWeb.Helpers.UserHelpers.has_oidc?(user)
+      true
+  """
+  @spec has_oidc?(map() | struct()) :: boolean()
+  def has_oidc?(user) when is_map(user) do
+    case Map.get(user, :oidc_id) do
+      id when is_binary(id) and byte_size(id) > 0 -> true
+      _ -> false
+    end
+  end
+end

lib/mv_web/live/member_live/form.ex

@@ -177,7 +177,8 @@ defmodule MvWeb.MemberLive.Form do
                   phx-change="validate"
                   value={@form[:membership_fee_type_id].value || ""}
                 >
-                  <option value="">{gettext("None")}</option>
+                  <%!-- No "None" option: a membership fee type is required (validated in Member resource). --%>
+                  <option value="">{gettext("Select a membership fee type")}</option>
                   <%= for fee_type <- @available_fee_types do %>
                     <option
                       value={fee_type.id}
@@ -189,7 +190,8 @@ defmodule MvWeb.MemberLive.Form do
                     </option>
                   <% end %>
                 </select>
-                <%= for {msg, _opts} <- @form.errors[:membership_fee_type_id] || [] do %>
+                <%= for error <- List.wrap(@form.errors[:membership_fee_type_id] || []) do %>
+                  <% {msg, _opts} = if is_tuple(error), do: error, else: {error, []} %>
                   <p class="text-error text-sm mt-1">{msg}</p>
                 <% end %>
                 <%= if @interval_warning do %>

lib/mv_web/live/member_live/show.ex

@@ -125,22 +125,26 @@ defmodule MvWeb.MemberLive.Show do
                   />
                 </div>
 
-                <%!-- Linked User --%>
-                <div>
-                  <.data_field label={gettext("Linked User")}>
-                    <%= if @member.user do %>
-                      <.link
-                        navigate={~p"/users/#{@member.user}"}
-                        class="text-blue-700 hover:text-blue-800 underline inline-flex items-center gap-1"
-                      >
-                        <.icon name="hero-user" class="size-4" />
-                        {@member.user.email}
-                      </.link>
-                    <% else %>
-                      <span class="text-base-content/70 italic">{gettext("No user linked")}</span>
-                    <% end %>
-                  </.data_field>
-                </div>
+                <%!-- Linked User: only show when current user can see other users (e.g. admin).
+                  read_only cannot see linked user, so hide the section to avoid "No user linked" when
+                  a user is linked but not visible. --%>
+                <%= if can_access_page?(@current_user, "/users") do %>
+                  <div>
+                    <.data_field label={gettext("Linked User")}>
+                      <%= if @member.user do %>
+                        <.link
+                          navigate={~p"/users/#{@member.user}"}
+                          class="text-blue-700 hover:text-blue-800 underline inline-flex items-center gap-1"
+                        >
+                          <.icon name="hero-user" class="size-4" />
+                          {@member.user.email}
+                        </.link>
+                      <% else %>
+                        <span class="text-base-content/70 italic">{gettext("No user linked")}</span>
+                      <% end %>
+                    </.data_field>
+                  </div>
+                <% end %>
 
                 <%!-- Notes --%>
                 <%= if @member.notes && String.trim(@member.notes) != "" do %>
@@ -287,6 +291,23 @@ defmodule MvWeb.MemberLive.Show do
     {:noreply, assign(socket, :active_tab, :membership_fees)}
   end
 
+  # Flash set in LiveComponent is not shown in parent layout; child sends this to display flash
+  @impl true
+  def handle_info({:put_flash, type, message}, socket) do
+    {:noreply, put_flash(socket, type, message)}
+  end
+
+  # MembershipFeesComponent sends this after cycles are created/deleted/regenerated so parent keeps member in sync
+  @impl true
+  def handle_info({:member_updated, updated_member}, socket) do
+    member =
+      updated_member
+      |> Map.put(:last_cycle_status, get_last_cycle_status(updated_member))
+      |> Map.put(:current_cycle_status, get_current_cycle_status(updated_member))
+
+    {:noreply, assign(socket, :member, member)}
+  end
+
   defp page_title(:show), do: gettext("Show Member")
   defp page_title(:edit), do: gettext("Edit Member")
 

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

@@ -14,6 +14,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
 
   require Ash.Query
   import MvWeb.LiveHelpers, only: [current_actor: 1]
+  import MvWeb.Authorization, only: [can?: 3]
 
   alias Mv.Membership
   alias Mv.MembershipFees
@@ -49,9 +50,10 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
           <% end %>
         </div>
 
-        <%!-- Action Buttons --%>
+        <%!-- Action Buttons (only when user has permission) --%>
         <div class="flex gap-2 mb-4">
           <.button
+            :if={@member.membership_fee_type != nil and @can_create_cycle}
             phx-click="regenerate_cycles"
             phx-target={@myself}
             class={["btn btn-sm btn-outline", if(@regenerating, do: "btn-disabled", else: "")]}
@@ -61,7 +63,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
             {if(@regenerating, do: gettext("Regenerating..."), else: gettext("Regenerate Cycles"))}
           </.button>
           <.button
-            :if={Enum.any?(@cycles)}
+            :if={Enum.any?(@cycles) and @can_destroy_cycle}
             phx-click="delete_all_cycles"
             phx-target={@myself}
             class="btn btn-sm btn-error btn-outline"
@@ -71,7 +73,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
             {gettext("Delete All Cycles")}
           </.button>
           <.button
-            :if={@member.membership_fee_type}
+            :if={@member.membership_fee_type != nil and @can_create_cycle}
             phx-click="open_create_cycle_modal"
             phx-target={@myself}
             class="btn btn-sm btn-primary"
@@ -103,15 +105,19 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
             </:col>
 
             <:col :let={cycle} label={gettext("Amount")}>
-              <span
-                class="font-mono cursor-pointer hover:text-primary"
-                phx-click="edit_cycle_amount"
-                phx-value-cycle_id={cycle.id}
-                phx-target={@myself}
-                title={gettext("Click to edit amount")}
-              >
-                {MembershipFeeHelpers.format_currency(cycle.amount)}
-              </span>
+              <%= if @can_update_cycle do %>
+                <span
+                  class="font-mono cursor-pointer hover:text-primary"
+                  phx-click="edit_cycle_amount"
+                  phx-value-cycle_id={cycle.id}
+                  phx-target={@myself}
+                  title={gettext("Click to edit amount")}
+                >
+                  {MembershipFeeHelpers.format_currency(cycle.amount)}
+                </span>
+              <% else %>
+                <span class="font-mono">{MembershipFeeHelpers.format_currency(cycle.amount)}</span>
+              <% end %>
             </:col>
 
             <:col :let={cycle} label={gettext("Status")}>
@@ -125,56 +131,60 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
 
             <:action :let={cycle}>
               <div class="flex gap-1">
-                <button
-                  :if={cycle.status != :paid}
-                  type="button"
-                  phx-click="mark_cycle_status"
-                  phx-value-cycle_id={cycle.id}
-                  phx-value-status="paid"
-                  phx-target={@myself}
-                  class="btn btn-sm btn-success"
-                  title={gettext("Mark as paid")}
-                >
-                  <.icon name="hero-check-circle" class="size-4" />
-                  {gettext("Paid")}
-                </button>
-                <button
-                  :if={cycle.status != :suspended}
-                  type="button"
-                  phx-click="mark_cycle_status"
-                  phx-value-cycle_id={cycle.id}
-                  phx-value-status="suspended"
-                  phx-target={@myself}
-                  class="btn btn-sm btn-outline btn-warning"
-                  title={gettext("Mark as suspended")}
-                >
-                  <.icon name="hero-pause-circle" class="size-4" />
-                  {gettext("Suspended")}
-                </button>
-                <button
-                  :if={cycle.status != :unpaid}
-                  type="button"
-                  phx-click="mark_cycle_status"
-                  phx-value-cycle_id={cycle.id}
-                  phx-value-status="unpaid"
-                  phx-target={@myself}
-                  class="btn btn-sm btn-error"
-                  title={gettext("Mark as unpaid")}
-                >
-                  <.icon name="hero-x-circle" class="size-4" />
-                  {gettext("Unpaid")}
-                </button>
-                <button
-                  type="button"
-                  phx-click="delete_cycle"
-                  phx-value-cycle_id={cycle.id}
-                  phx-target={@myself}
-                  class="btn btn-sm btn-error btn-outline"
-                  title={gettext("Delete cycle")}
-                >
-                  <.icon name="hero-trash" class="size-4" />
-                  {gettext("Delete")}
-                </button>
+                <%= if @can_update_cycle do %>
+                  <button
+                    :if={cycle.status != :paid}
+                    type="button"
+                    phx-click="mark_cycle_status"
+                    phx-value-cycle_id={cycle.id}
+                    phx-value-status="paid"
+                    phx-target={@myself}
+                    class="btn btn-sm btn-success"
+                    title={gettext("Mark as paid")}
+                  >
+                    <.icon name="hero-check-circle" class="size-4" />
+                    {gettext("Paid")}
+                  </button>
+                  <button
+                    :if={cycle.status != :suspended}
+                    type="button"
+                    phx-click="mark_cycle_status"
+                    phx-value-cycle_id={cycle.id}
+                    phx-value-status="suspended"
+                    phx-target={@myself}
+                    class="btn btn-sm btn-outline btn-warning"
+                    title={gettext("Mark as suspended")}
+                  >
+                    <.icon name="hero-pause-circle" class="size-4" />
+                    {gettext("Suspended")}
+                  </button>
+                  <button
+                    :if={cycle.status != :unpaid}
+                    type="button"
+                    phx-click="mark_cycle_status"
+                    phx-value-cycle_id={cycle.id}
+                    phx-value-status="unpaid"
+                    phx-target={@myself}
+                    class="btn btn-sm btn-error"
+                    title={gettext("Mark as unpaid")}
+                  >
+                    <.icon name="hero-x-circle" class="size-4" />
+                    {gettext("Unpaid")}
+                  </button>
+                <% end %>
+                <%= if @can_destroy_cycle do %>
+                  <button
+                    type="button"
+                    phx-click="delete_cycle"
+                    phx-value-cycle_id={cycle.id}
+                    phx-target={@myself}
+                    class="btn btn-sm btn-error btn-outline"
+                    title={gettext("Delete cycle")}
+                  >
+                    <.icon name="hero-trash" class="size-4" />
+                    {gettext("Delete")}
+                  </button>
+                <% end %>
               </div>
             </:action>
           </.table>
@@ -408,11 +418,19 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     # Get available fee types (filtered to same interval if member has a type)
     available_fee_types = get_available_fee_types(member, actor)
 
+    # Permission flags for cycle actions (so read_only does not see create/update/destroy UI)
+    can_create_cycle = can?(actor, :create, MembershipFeeCycle)
+    can_destroy_cycle = can?(actor, :destroy, MembershipFeeCycle)
+    can_update_cycle = can?(actor, :update, MembershipFeeCycle)
+
     {:ok,
      socket
      |> assign(assigns)
      |> assign(:cycles, cycles)
      |> assign(:available_fee_types, available_fee_types)
+     |> assign(:can_create_cycle, can_create_cycle)
+     |> assign(:can_destroy_cycle, can_destroy_cycle)
+     |> assign(:can_update_cycle, can_update_cycle)
      |> assign_new(:interval_warning, fn -> nil end)
      |> assign_new(:editing_cycle, fn -> nil end)
      |> assign_new(:deleting_cycle, fn -> nil end)
@@ -439,7 +457,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
          |> assign(:cycles, [])
          |> assign(
            :available_fee_types,
-           get_available_fee_types(updated_member, current_actor(socket))
+           get_available_fee_types(updated_member, actor)
          )
          |> assign(:interval_warning, nil)
          |> put_flash(:info, gettext("Membership fee type removed"))}
@@ -470,13 +488,9 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     if interval_warning do
       {:noreply, assign(socket, :interval_warning, interval_warning)}
     else
-      actor = current_actor(socket)
-
       case update_member_fee_type(member, fee_type_id, actor) do
         {:ok, updated_member} ->
           # Reload member with cycles
-          actor = current_actor(socket)
-
           updated_member =
             updated_member
             |> Ash.load!(
@@ -502,7 +516,7 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
            |> assign(:cycles, cycles)
            |> assign(
              :available_fee_types,
-             get_available_fee_types(updated_member, current_actor(socket))
+             get_available_fee_types(updated_member, actor)
            )
            |> assign(:interval_warning, nil)
            |> put_flash(:info, gettext("Membership fee type updated. Cycles regenerated."))}
@@ -554,17 +568,15 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
   end
 
   def handle_event("regenerate_cycles", _params, socket) do
+    # Server-side authorization: do not rely on UI hiding the button (e.g. read_only could trigger via DevTools).
     actor = current_actor(socket)
 
-    # SECURITY: Only admins can manually regenerate cycles via UI
-    # Cycle generation itself uses system actor, but UI access should be restricted
-    if actor.role && actor.role.permission_set_name == "admin" do
+    if can?(actor, :create, MembershipFeeCycle) do
       socket = assign(socket, :regenerating, true)
       member = socket.assigns.member
 
       case CycleGenerator.generate_cycles_for_member(member.id) do
         {:ok, _new_cycles, _notifications} ->
-          # Reload member with cycles
           actor = current_actor(socket)
 
           updated_member =
@@ -602,7 +614,8 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     else
       {:noreply,
        socket
-       |> put_flash(:error, gettext("Only administrators can regenerate cycles"))}
+       |> assign(:regenerating, false)
+       |> put_flash(:error, format_error(%Ash.Error.Forbidden{}))}
     end
   end
 
@@ -722,61 +735,31 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     confirmation = String.trim(String.downcase(socket.assigns.delete_all_confirmation))
     expected = String.downcase(gettext("Yes"))
 
-    if confirmation != expected do
+    if confirmation == expected do
+      member = socket.assigns.member
+      actor = current_actor(socket)
+      cycles = socket.assigns.cycles
+
+      reset_modal = fn s ->
+        s
+        |> assign(:deleting_all_cycles, false)
+        |> assign(:delete_all_confirmation, "")
+      end
+
+      if can?(actor, :destroy, MembershipFeeCycle) do
+        do_delete_all_cycles(socket, member, actor, cycles, reset_modal)
+      else
+        {:noreply,
+         socket
+         |> reset_modal.()
+         |> put_flash(:error, format_error(%Ash.Error.Forbidden{}))}
+      end
+    else
       {:noreply,
        socket
        |> assign(:deleting_all_cycles, false)
        |> assign(:delete_all_confirmation, "")
        |> put_flash(:error, gettext("Confirmation text does not match"))}
-    else
-      member = socket.assigns.member
-
-      # Delete all cycles atomically using Ecto query
-      import Ecto.Query
-
-      deleted_count =
-        Mv.Repo.delete_all(
-          from c in Mv.MembershipFees.MembershipFeeCycle,
-            where: c.member_id == ^member.id
-        )
-
-      if deleted_count > 0 do
-        # Reload member to get updated cycles
-        actor = current_actor(socket)
-
-        updated_member =
-          member
-          |> Ash.load!(
-            [
-              :membership_fee_type,
-              membership_fee_cycles: [:membership_fee_type]
-            ],
-            actor: actor
-          )
-
-        updated_cycles =
-          Enum.sort_by(
-            updated_member.membership_fee_cycles || [],
-            & &1.cycle_start,
-            {:desc, Date}
-          )
-
-        send(self(), {:member_updated, updated_member})
-
-        {:noreply,
-         socket
-         |> assign(:member, updated_member)
-         |> assign(:cycles, updated_cycles)
-         |> assign(:deleting_all_cycles, false)
-         |> assign(:delete_all_confirmation, "")
-         |> put_flash(:info, gettext("All cycles deleted"))}
-      else
-        {:noreply,
-         socket
-         |> assign(:deleting_all_cycles, false)
-         |> assign(:delete_all_confirmation, "")
-         |> put_flash(:info, gettext("No cycles to delete"))}
-      end
     end
   end
 
@@ -895,6 +878,55 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
 
   # Helper functions
 
+  defp do_delete_all_cycles(socket, member, actor, cycles, reset_modal) do
+    result =
+      Enum.reduce_while(cycles, {:ok, 0}, fn cycle, {:ok, count} ->
+        case Ash.destroy(cycle, domain: MembershipFees, actor: actor) do
+          :ok -> {:cont, {:ok, count + 1}}
+          {:ok, _} -> {:cont, {:ok, count + 1}}
+          {:error, error} -> {:halt, {:error, error}}
+        end
+      end)
+
+    case result do
+      {:ok, deleted_count} when deleted_count > 0 ->
+        updated_member =
+          member
+          |> Ash.load!(
+            [:membership_fee_type, membership_fee_cycles: [:membership_fee_type]],
+            actor: actor
+          )
+
+        updated_cycles =
+          Enum.sort_by(
+            updated_member.membership_fee_cycles || [],
+            & &1.cycle_start,
+            {:desc, Date}
+          )
+
+        send(self(), {:member_updated, updated_member})
+
+        {:noreply,
+         socket
+         |> assign(:member, updated_member)
+         |> assign(:cycles, updated_cycles)
+         |> reset_modal.()
+         |> put_flash(:info, gettext("All cycles deleted"))}
+
+      {:ok, _} ->
+        {:noreply,
+         socket
+         |> reset_modal.()
+         |> put_flash(:info, gettext("No cycles to delete"))}
+
+      {:error, error} ->
+        {:noreply,
+         socket
+         |> reset_modal.()
+         |> put_flash(:error, format_error(error))}
+    end
+  end
+
   defp get_available_fee_types(member, actor) do
     all_types =
       MembershipFeeType
@@ -940,6 +972,10 @@ defmodule MvWeb.MemberLive.Show.MembershipFeesComponent do
     Enum.map_join(error.errors, ", ", fn e -> e.message end)
   end
 
+  defp format_error(%Ash.Error.Forbidden{}) do
+    gettext("You are not allowed to perform this action.")
+  end
+
   defp format_error(error) when is_binary(error), do: error
   defp format_error(_error), do: gettext("An error occurred")
 

lib/mv_web/live/membership_fee_settings_live.ex

@@ -8,17 +8,20 @@ defmodule MvWeb.MembershipFeeSettingsLive do
   """
   use MvWeb, :live_view
 
+  import MvWeb.LiveHelpers, only: [current_actor: 1]
+
   alias Mv.Membership
   alias Mv.MembershipFees.MembershipFeeType
 
   @impl true
   def mount(_params, _session, socket) do
+    actor = current_actor(socket)
     {:ok, settings} = Membership.get_settings()
 
     membership_fee_types =
       MembershipFeeType
       |> Ash.Query.sort(name: :asc)
-      |> Ash.read!()
+      |> Ash.read!(domain: Mv.MembershipFees, actor: actor)
 
     {:ok,
      socket

lib/mv_web/live/membership_fee_type_live/form.ex

@@ -200,10 +200,12 @@ defmodule MvWeb.MembershipFeeTypeLive.Form do
 
   @impl true
   def mount(params, _session, socket) do
+    actor = current_actor(socket)
+
     membership_fee_type =
       case params["id"] do
         nil -> nil
-        id -> Ash.get!(MembershipFeeType, id, domain: MembershipFees)
+        id -> Ash.get!(MembershipFeeType, id, domain: MembershipFees, actor: actor)
       end
 
     page_title =

lib/mv_web/live/user_live/form.ex

@@ -35,6 +35,8 @@ defmodule MvWeb.UserLive.Form do
 
   require Jason
 
+  alias Mv.Authorization
+
   import MvWeb.LiveHelpers, only: [current_actor: 1, submit_form: 3]
   import MvWeb.Authorization, only: [can?: 3]
 
@@ -50,6 +52,18 @@ defmodule MvWeb.UserLive.Form do
       <.form class="max-w-xl" for={@form} id="user-form" phx-change="validate" phx-submit="save">
         <.input field={@form[:email]} label={gettext("Email")} required type="email" />
 
+        <%= if @user && @can_assign_role do %>
+          <div class="mt-4">
+            <.input
+              field={@form[:role_id]}
+              type="select"
+              label={gettext("Role")}
+              options={Enum.map(@roles, &{&1.name, &1.id})}
+              prompt={gettext("Select role...")}
+            />
+          </div>
+        <% end %>
+        
     <!-- Password Section -->
         <div class="mt-6">
           <label class="flex items-center space-x-2">
@@ -67,6 +81,18 @@ defmodule MvWeb.UserLive.Form do
 
           <%= if @show_password_fields do %>
             <div class="p-4 mt-4 space-y-4 rounded-lg bg-gray-50">
+              <%= if @user && MvWeb.Helpers.UserHelpers.has_oidc?(@user) do %>
+                <div class="p-3 mb-4 border border-red-300 rounded-lg bg-red-50" role="alert">
+                  <p class="text-sm font-semibold text-red-800">
+                    {gettext("SSO / OIDC user")}
+                  </p>
+                  <p class="mt-1 text-sm text-red-700">
+                    {gettext(
+                      "This user is linked via SSO (Single Sign-On). A password set or changed here only affects login with email and password in this application. It does not change the password in your identity provider (e.g. Authentik). To change the SSO password, use the identity provider or your organization's IT."
+                    )}
+                  </p>
+                </div>
+              <% end %>
               <.input
                 field={@form[:password]}
                 label={gettext("Password")}
@@ -300,6 +326,9 @@ defmodule MvWeb.UserLive.Form do
 
     # Only admins can link/unlink users to members (permission docs; prevents privilege escalation).
     can_manage_member_linking = can?(actor, :destroy, Mv.Accounts.User)
+    # Only admins can assign user roles (Role update permission).
+    can_assign_role = can?(actor, :update, Mv.Authorization.Role)
+    roles = if can_assign_role, do: load_roles(actor), else: []
 
     {:ok,
      socket
@@ -307,6 +336,8 @@ defmodule MvWeb.UserLive.Form do
      |> assign(user: user)
      |> assign(:page_title, page_title)
      |> assign(:can_manage_member_linking, can_manage_member_linking)
+     |> assign(:can_assign_role, can_assign_role)
+     |> assign(:roles, roles)
      |> assign(:show_password_fields, false)
      |> assign(:member_search_query, "")
      |> assign(:available_members, [])
@@ -357,7 +388,10 @@ defmodule MvWeb.UserLive.Form do
   def handle_event("save", %{"user" => user_params}, socket) do
     actor = current_actor(socket)
 
-    # First save the user without member changes
+    # Include current member in params when not linking/unlinking so update_user's
+    # manage_relationship(on_missing: :unrelate) does not accidentally unlink.
+    user_params = params_with_member_if_unchanged(socket, user_params)
+
     case submit_form(socket.assigns.form, user_params, actor) do
       {:ok, user} ->
         handle_member_linking(socket, user, actor)
@@ -529,6 +563,20 @@ defmodule MvWeb.UserLive.Form do
   defp get_action_name(:update), do: gettext("updated")
   defp get_action_name(other), do: to_string(other)
 
+  # When user has a linked member and we are not linking/unlinking, include current member in params
+  # so update_user's manage_relationship(on_missing: :unrelate) does not unlink the member.
+  defp params_with_member_if_unchanged(socket, params) do
+    user = socket.assigns.user
+    linking = socket.assigns.selected_member_id
+    unlinking = socket.assigns[:unlink_member]
+
+    if user && user.member_id && !linking && !unlinking do
+      Map.put(params, "member", %{"id" => user.member_id})
+    else
+      params
+    end
+  end
+
   defp handle_member_link_error(socket, error) do
     error_message = extract_error_message(error)
 
@@ -572,7 +620,8 @@ defmodule MvWeb.UserLive.Form do
            assigns: %{
              user: user,
              show_password_fields: show_password_fields,
-             can_manage_member_linking: can_manage_member_linking
+             can_manage_member_linking: can_manage_member_linking,
+             can_assign_role: can_assign_role
            }
          } = socket
        ) do
@@ -580,16 +629,25 @@ defmodule MvWeb.UserLive.Form do
 
     form =
       if user do
-        # For existing users: admin uses update_user (email + member); non-admin uses update (email only).
+        # For existing users: admin uses update_user (email + member + role_id); non-admin uses update (email only).
         # Password change uses admin_set_password for both.
         action =
           cond do
             show_password_fields -> :admin_set_password
-            can_manage_member_linking -> :update_user
+            can_manage_member_linking or can_assign_role -> :update_user
             true -> :update
           end
 
-        AshPhoenix.Form.for_update(user, action, domain: Mv.Accounts, as: "user", actor: actor)
+        form =
+          AshPhoenix.Form.for_update(user, action, domain: Mv.Accounts, as: "user", actor: actor)
+
+        # Ensure role_id is always included on submit when role dropdown is shown (AshPhoenix.Form
+        # only submits keys in touched_forms; marking as touched avoids role change being dropped).
+        if can_assign_role and action == :update_user do
+          AshPhoenix.Form.touch(form, [:role_id])
+        else
+          form
+        end
       else
         # For new users, use password registration if password fields are shown
         action = if show_password_fields, do: :register_with_password, else: :create_user
@@ -668,6 +726,14 @@ defmodule MvWeb.UserLive.Form do
     Mv.Membership.Member.filter_by_email_match(members, user_email_str)
   end
 
+  @spec load_roles(any()) :: [Mv.Authorization.Role.t()]
+  defp load_roles(actor) do
+    case Authorization.list_roles(actor: actor) do
+      {:ok, roles} -> roles
+      {:error, _} -> []
+    end
+  end
+
   # Extract user-friendly error message from Ash.Error
   @spec extract_error_message(any()) :: String.t()
   defp extract_error_message(%Ash.Error.Invalid{errors: errors}) when is_list(errors) do

lib/mv_web/live/user_live/index.ex

@@ -35,7 +35,7 @@ defmodule MvWeb.UserLive.Index do
     users =
       Mv.Accounts.User
       |> Ash.Query.filter(email != ^Mv.Helpers.SystemActor.system_user_email())
-      |> Ash.read!(domain: Mv.Accounts, load: [:member], actor: actor)
+      |> Ash.read!(domain: Mv.Accounts, load: [:member, :role], actor: actor)
 
     sorted = Enum.sort_by(users, & &1.email)
 

lib/mv_web/live/user_live/index.html.heex

@@ -15,6 +15,8 @@
     rows={@users}
     row_id={fn user -> "row-#{user.id}" end}
     row_click={fn user -> JS.navigate(~p"/users/#{user}") end}
+    sort_field={@sort_field}
+    sort_order={@sort_order}
   >
     <:col
       :let={user}
@@ -45,6 +47,7 @@
     </:col>
     <:col
       :let={user}
+      sort_field={:email}
       label={
         sort_button(%{
           field: :email,
@@ -56,11 +59,28 @@
     >
       {user.email}
     </:col>
+    <:col :let={user} label={gettext("Role")}>
+      {user.role.name}
+    </:col>
     <:col :let={user} label={gettext("Linked Member")}>
       <%= if user.member do %>
         {MvWeb.Helpers.MemberHelpers.display_name(user.member)}
       <% else %>
-        <span class="text-base-content/50">{gettext("No member linked")}</span>
+        <span class="text-base-content/70">{gettext("No member linked")}</span>
+      <% end %>
+    </:col>
+    <:col :let={user} label={gettext("Password")}>
+      <%= if MvWeb.Helpers.UserHelpers.has_password?(user) do %>
+        <span>{gettext("Enabled")}</span>
+      <% else %>
+        <span class="text-base-content/70">—</span>
+      <% end %>
+    </:col>
+    <:col :let={user} label={gettext("OIDC")}>
+      <%= if MvWeb.Helpers.UserHelpers.has_oidc?(user) do %>
+        <span>{gettext("Linked")}</span>
+      <% else %>
+        <span class="text-base-content/70">—</span>
       <% end %>
     </:col>
 

lib/mv_web/live/user_live/show.ex

@@ -55,8 +55,16 @@ defmodule MvWeb.UserLive.Show do
 
       <.list>
         <:item title={gettext("Email")}>{@user.email}</:item>
+        <:item title={gettext("Role")}>{@user.role.name}</:item>
         <:item title={gettext("Password Authentication")}>
-          {if @user.hashed_password, do: gettext("Enabled"), else: gettext("Not enabled")}
+          {if MvWeb.Helpers.UserHelpers.has_password?(@user),
+            do: gettext("Enabled"),
+            else: gettext("Not enabled")}
+        </:item>
+        <:item title={gettext("OIDC")}>
+          {if MvWeb.Helpers.UserHelpers.has_oidc?(@user),
+            do: gettext("Linked"),
+            else: gettext("Not linked")}
         </:item>
         <:item title={gettext("Linked Member")}>
           <%= if @user.member do %>
@@ -79,7 +87,9 @@ defmodule MvWeb.UserLive.Show do
   @impl true
   def mount(%{"id" => id}, _session, socket) do
     actor = current_actor(socket)
-    user = Ash.get!(Mv.Accounts.User, id, domain: Mv.Accounts, load: [:member], actor: actor)
+
+    user =
+      Ash.get!(Mv.Accounts.User, id, domain: Mv.Accounts, load: [:member, :role], actor: actor)
 
     if Mv.Helpers.SystemActor.system_user?(user) do
       {:ok,

priv/gettext/de/LC_MESSAGES/default.po

@@ -294,6 +294,7 @@ msgstr "Beschreibung"
 msgid "Edit User"
 msgstr "Benutzer*in bearbeiten"
 
+#: lib/mv_web/live/user_live/index.html.heex
 #: lib/mv_web/live/user_live/show.ex
 #, elixir-autogen, elixir-format
 msgid "Enabled"
@@ -471,6 +472,7 @@ msgid "Include both letters and numbers"
 msgstr "Buchstaben und Zahlen verwenden"
 
 #: lib/mv_web/live/user_live/form.ex
+#: lib/mv_web/live/user_live/index.html.heex
 #, elixir-autogen, elixir-format
 msgid "Password"
 msgstr "Passwort"
@@ -958,7 +960,6 @@ msgid "Last name"
 msgstr "Nachname"
 
 #: lib/mv_web/components/core_components.ex
-#: lib/mv_web/live/member_live/form.ex
 #, elixir-autogen, elixir-format
 msgid "None"
 msgstr "Keine"
@@ -1670,6 +1671,9 @@ msgstr "Profil"
 
 #: lib/mv_web/live/role_live/form.ex
 #: lib/mv_web/live/role_live/show.ex
+#: lib/mv_web/live/user_live/form.ex
+#: lib/mv_web/live/user_live/index.html.heex
+#: lib/mv_web/live/user_live/show.ex
 #, elixir-autogen, elixir-format
 msgid "Role"
 msgstr "Rolle"
@@ -1965,11 +1969,6 @@ msgstr "Bezahlstatus"
 msgid "Reset"
 msgstr "Zurücksetzen"
 
-#: lib/mv_web/live/member_live/show/membership_fees_component.ex
-#, elixir-autogen, elixir-format
-msgid "Only administrators can regenerate cycles"
-msgstr "Nur Administrator*innen können Zyklen regenerieren"
-
 #: lib/mv_web/live/global_settings_live.ex
 #, elixir-autogen, elixir-format
 msgid " (Field: %{field})"
@@ -2302,3 +2301,45 @@ msgstr "Unbekannte Spalte '%{header}' wird ignoriert. Falls dies ein Datenfeld i
 #, elixir-autogen, elixir-format, fuzzy
 msgid "Only administrators or the linked user can change the email for members linked to users"
 msgstr "Nur Administrator*innen oder die verknüpfte Benutzer*in können die E-Mail von Mitgliedern ändern, die mit Benutzer*innen verknüpft sind."
+
+#: lib/mv_web/live/user_live/form.ex
+#, elixir-autogen, elixir-format, fuzzy
+msgid "Select role..."
+msgstr "Keine auswählen"
+
+#: lib/mv_web/live/member_live/show/membership_fees_component.ex
+#, elixir-autogen, elixir-format
+msgid "You are not allowed to perform this action."
+msgstr "Du hast keine Berechtigung, diese Aktion auszuführen."
+
+#: lib/mv_web/live/member_live/form.ex
+#, elixir-autogen, elixir-format
+msgid "Select a membership fee type"
+msgstr "Mitgliedsbeitragstyp auswählen"
+
+#: lib/mv_web/live/user_live/index.html.heex
+#: lib/mv_web/live/user_live/show.ex
+#, elixir-autogen, elixir-format
+msgid "Linked"
+msgstr "Verknüpft"
+
+#: lib/mv_web/live/user_live/index.html.heex
+#: lib/mv_web/live/user_live/show.ex
+#, elixir-autogen, elixir-format
+msgid "OIDC"
+msgstr "OIDC"
+
+#: lib/mv_web/live/user_live/show.ex
+#, elixir-autogen, elixir-format
+msgid "Not linked"
+msgstr "Nicht verknüpft"
+
+#: lib/mv_web/live/user_live/form.ex
+#, elixir-autogen, elixir-format
+msgid "SSO / OIDC user"
+msgstr "SSO-/OIDC-Benutzer*in"
+
+#: lib/mv_web/live/user_live/form.ex
+#, elixir-autogen, elixir-format, fuzzy
+msgid "This user is linked via SSO (Single Sign-On). A password set or changed here only affects login with email and password in this application. It does not change the password in your identity provider (e.g. Authentik). To change the SSO password, use the identity provider or your organization's IT."
+msgstr "Dieser*e Benutzer*in ist per SSO (Single Sign-On) angebunden. Ein hier gesetztes oder geändertes Passwort betrifft nur die Anmeldung mit E-Mail und Passwort in dieser Anwendung. Es ändert nicht das Passwort beim Identity-Provider (z. B. Authentik). Zum Ändern des SSO-Passworts nutzen Sie den Identity-Provider oder die IT Ihrer Organisation."

priv/gettext/default.pot

@@ -295,6 +295,7 @@ msgstr ""
 msgid "Edit User"
 msgstr ""
 
+#: lib/mv_web/live/user_live/index.html.heex
 #: lib/mv_web/live/user_live/show.ex
 #, elixir-autogen, elixir-format
 msgid "Enabled"
@@ -472,6 +473,7 @@ msgid "Include both letters and numbers"
 msgstr ""
 
 #: lib/mv_web/live/user_live/form.ex
+#: lib/mv_web/live/user_live/index.html.heex
 #, elixir-autogen, elixir-format
 msgid "Password"
 msgstr ""
@@ -959,7 +961,6 @@ msgid "Last name"
 msgstr ""
 
 #: lib/mv_web/components/core_components.ex
-#: lib/mv_web/live/member_live/form.ex
 #, elixir-autogen, elixir-format
 msgid "None"
 msgstr ""
@@ -1671,6 +1672,9 @@ msgstr ""
 
 #: lib/mv_web/live/role_live/form.ex
 #: lib/mv_web/live/role_live/show.ex
+#: lib/mv_web/live/user_live/form.ex
+#: lib/mv_web/live/user_live/index.html.heex
+#: lib/mv_web/live/user_live/show.ex
 #, elixir-autogen, elixir-format
 msgid "Role"
 msgstr ""
@@ -1966,11 +1970,6 @@ msgstr ""
 msgid "Reset"
 msgstr ""
 
-#: lib/mv_web/live/member_live/show/membership_fees_component.ex
-#, elixir-autogen, elixir-format
-msgid "Only administrators can regenerate cycles"
-msgstr ""
-
 #: lib/mv_web/live/global_settings_live.ex
 #, elixir-autogen, elixir-format
 msgid " (Field: %{field})"
@@ -2303,3 +2302,45 @@ msgstr ""
 #, elixir-autogen, elixir-format
 msgid "Only administrators or the linked user can change the email for members linked to users"
 msgstr ""
+
+#: lib/mv_web/live/user_live/form.ex
+#, elixir-autogen, elixir-format
+msgid "Select role..."
+msgstr ""
+
+#: lib/mv_web/live/member_live/show/membership_fees_component.ex
+#, elixir-autogen, elixir-format
+msgid "You are not allowed to perform this action."
+msgstr ""
+
+#: lib/mv_web/live/member_live/form.ex
+#, elixir-autogen, elixir-format
+msgid "Select a membership fee type"
+msgstr ""
+
+#: lib/mv_web/live/user_live/index.html.heex
+#: lib/mv_web/live/user_live/show.ex
+#, elixir-autogen, elixir-format
+msgid "Linked"
+msgstr ""
+
+#: lib/mv_web/live/user_live/index.html.heex
+#: lib/mv_web/live/user_live/show.ex
+#, elixir-autogen, elixir-format
+msgid "OIDC"
+msgstr ""
+
+#: lib/mv_web/live/user_live/show.ex
+#, elixir-autogen, elixir-format
+msgid "Not linked"
+msgstr ""
+
+#: lib/mv_web/live/user_live/form.ex
+#, elixir-autogen, elixir-format
+msgid "SSO / OIDC user"
+msgstr ""
+
+#: lib/mv_web/live/user_live/form.ex
+#, elixir-autogen, elixir-format
+msgid "This user is linked via SSO (Single Sign-On). A password set or changed here only affects login with email and password in this application. It does not change the password in your identity provider (e.g. Authentik). To change the SSO password, use the identity provider or your organization's IT."
+msgstr ""

priv/gettext/en/LC_MESSAGES/default.po

@@ -295,6 +295,7 @@ msgstr ""
 msgid "Edit User"
 msgstr ""
 
+#: lib/mv_web/live/user_live/index.html.heex
 #: lib/mv_web/live/user_live/show.ex
 #, elixir-autogen, elixir-format
 msgid "Enabled"
@@ -472,6 +473,7 @@ msgid "Include both letters and numbers"
 msgstr ""
 
 #: lib/mv_web/live/user_live/form.ex
+#: lib/mv_web/live/user_live/index.html.heex
 #, elixir-autogen, elixir-format
 msgid "Password"
 msgstr ""
@@ -959,7 +961,6 @@ msgid "Last name"
 msgstr ""
 
 #: lib/mv_web/components/core_components.ex
-#: lib/mv_web/live/member_live/form.ex
 #, elixir-autogen, elixir-format, fuzzy
 msgid "None"
 msgstr ""
@@ -1671,6 +1672,9 @@ msgstr ""
 
 #: lib/mv_web/live/role_live/form.ex
 #: lib/mv_web/live/role_live/show.ex
+#: lib/mv_web/live/user_live/form.ex
+#: lib/mv_web/live/user_live/index.html.heex
+#: lib/mv_web/live/user_live/show.ex
 #, elixir-autogen, elixir-format
 msgid "Role"
 msgstr ""
@@ -1966,11 +1970,6 @@ msgstr ""
 msgid "Reset"
 msgstr ""
 
-#: lib/mv_web/live/member_live/show/membership_fees_component.ex
-#, elixir-autogen, elixir-format
-msgid "Only administrators can regenerate cycles"
-msgstr ""
-
 #: lib/mv_web/live/global_settings_live.ex
 #, elixir-autogen, elixir-format
 msgid " (Field: %{field})"
@@ -2303,3 +2302,45 @@ msgstr "Unknown column '%{header}' will be ignored. If this is a custom field, c
 #, elixir-autogen, elixir-format, fuzzy
 msgid "Only administrators or the linked user can change the email for members linked to users"
 msgstr "Only administrators or the linked user can change the email for members linked to users"
+
+#: lib/mv_web/live/user_live/form.ex
+#, elixir-autogen, elixir-format, fuzzy
+msgid "Select role..."
+msgstr ""
+
+#: lib/mv_web/live/member_live/show/membership_fees_component.ex
+#, elixir-autogen, elixir-format
+msgid "You are not allowed to perform this action."
+msgstr ""
+
+#: lib/mv_web/live/member_live/form.ex
+#, elixir-autogen, elixir-format, fuzzy
+msgid "Select a membership fee type"
+msgstr ""
+
+#: lib/mv_web/live/user_live/index.html.heex
+#: lib/mv_web/live/user_live/show.ex
+#, elixir-autogen, elixir-format, fuzzy
+msgid "Linked"
+msgstr ""
+
+#: lib/mv_web/live/user_live/index.html.heex
+#: lib/mv_web/live/user_live/show.ex
+#, elixir-autogen, elixir-format
+msgid "OIDC"
+msgstr ""
+
+#: lib/mv_web/live/user_live/show.ex
+#, elixir-autogen, elixir-format, fuzzy
+msgid "Not linked"
+msgstr ""
+
+#: lib/mv_web/live/user_live/form.ex
+#, elixir-autogen, elixir-format
+msgid "SSO / OIDC user"
+msgstr ""
+
+#: lib/mv_web/live/user_live/form.ex
+#, elixir-autogen, elixir-format, fuzzy
+msgid "This user is linked via SSO (Single Sign-On). A password set or changed here only affects login with email and password in this application. It does not change the password in your identity provider (e.g. Authentik). To change the SSO password, use the identity provider or your organization's IT."
+msgstr ""

priv/repo/seeds.exs

@@ -10,7 +10,7 @@ alias Mv.MembershipFees.CycleGenerator
 
 require Ash.Query
 
-# Create example membership fee types
+# Create example membership fee types (no admin user yet; skip authorization for bootstrap)
 for fee_type_attrs <- [
       %{
         name: "Standard (Jährlich)",
@@ -39,7 +39,12 @@ for fee_type_attrs <- [
     ] do
   MembershipFeeType
   |> Ash.Changeset.for_create(:create, fee_type_attrs)
-  |> Ash.create!(upsert?: true, upsert_identity: :unique_name)
+  |> Ash.create!(
+    upsert?: true,
+    upsert_identity: :unique_name,
+    authorize?: false,
+    domain: Mv.MembershipFees
+  )
 end
 
 for attrs <- [
@@ -223,7 +228,7 @@ case Accounts.User
     |> Ash.update!(authorize?: false)
 
   {:ok, nil} ->
-    # User doesn't exist - create admin user with password
+    # User doesn't exist - create admin user and set password (so Password column shows "Enabled")
     # Use authorize?: false for bootstrap - no admin user exists yet to use as actor
     Accounts.create_user!(%{email: admin_email},
       upsert?: true,
@@ -299,12 +304,12 @@ case Accounts.User
     IO.puts("SystemActor will fall back to admin user (#{admin_email})")
 end
 
-# Load all membership fee types for assignment
+# Load all membership fee types for assignment (admin actor for authorization)
 # Sort by name to ensure deterministic order
 all_fee_types =
   MembershipFeeType
   |> Ash.Query.sort(name: :asc)
-  |> Ash.read!()
+  |> Ash.read!(actor: admin_user_with_role, domain: Mv.MembershipFees)
   |> Enum.to_list()
 
 # Create sample members for testing - use upsert to prevent duplicates
@@ -452,7 +457,8 @@ Enum.each(member_attrs_list, fn member_attrs ->
   end
 end)
 
-# Create additional users for user-member linking examples
+# Create additional users for user-member linking examples (no password by default)
+# Only admin gets a password (admin_set_password when created); all other users have no password.
 additional_users = [
   %{email: "hans.mueller@example.de"},
   %{email: "greta.schmidt@example.de"},
@@ -462,15 +468,12 @@ additional_users = [
 
 created_users =
   Enum.map(additional_users, fn user_attrs ->
-    # Use admin user as actor for additional user creation (not bootstrap)
     user =
       Accounts.create_user!(user_attrs,
         upsert?: true,
         upsert_identity: :unique_email,
         actor: admin_user_with_role
       )
-      |> Ash.Changeset.for_update(:admin_set_password, %{password: "testpassword"})
-      |> Ash.update!(actor: admin_user_with_role)
 
     # Reload user to ensure all fields (including member_id) are loaded
     Accounts.User

test/membership/membership_fee_settings_test.exs

@@ -54,18 +54,26 @@ defmodule Mv.Membership.MembershipFeeSettingsTest do
 
       # Create a valid fee type
       {:ok, fee_type} =
-        Ash.create(MembershipFeeType, %{
-          name: "Test Fee Type #{System.unique_integer([:positive])}",
-          amount: Decimal.new("100.00"),
-          interval: :yearly
-        })
+        Ash.create(
+          MembershipFeeType,
+          %{
+            name: "Test Fee Type #{System.unique_integer([:positive])}",
+            amount: Decimal.new("100.00"),
+            interval: :yearly
+          },
+          actor: actor
+        )
 
       # Setting a valid fee type should work
       {:ok, updated} =
         settings
-        |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
-          default_membership_fee_type_id: fee_type.id
-        })
+        |> Ash.Changeset.for_update(
+          :update_membership_fee_settings,
+          %{
+            default_membership_fee_type_id: fee_type.id
+          },
+          actor: actor
+        )
         |> Ash.update(actor: actor)
 
       assert updated.default_membership_fee_type_id == fee_type.id

test/membership_fees/changes/validate_same_interval_test.exs

@@ -52,7 +52,7 @@ defmodule Mv.MembershipFees.Changes.ValidateSameIntervalTest do
         |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: yearly_type2.id},
           actor: actor
         )
-        |> ValidateSameInterval.change(%{}, %{})
+        |> ValidateSameInterval.change(%{}, %{actor: actor})
 
       assert changeset.valid?
     end
@@ -68,7 +68,7 @@ defmodule Mv.MembershipFees.Changes.ValidateSameIntervalTest do
         |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: monthly_type.id},
           actor: actor
         )
-        |> ValidateSameInterval.change(%{}, %{})
+        |> ValidateSameInterval.change(%{}, %{actor: actor})
 
       refute changeset.valid?
       assert %{errors: errors} = changeset
@@ -90,7 +90,7 @@ defmodule Mv.MembershipFees.Changes.ValidateSameIntervalTest do
         |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: yearly_type.id},
           actor: actor
         )
-        |> ValidateSameInterval.change(%{}, %{})
+        |> ValidateSameInterval.change(%{}, %{actor: actor})
 
       assert changeset.valid?
     end
@@ -102,7 +102,7 @@ defmodule Mv.MembershipFees.Changes.ValidateSameIntervalTest do
       changeset =
         member
         |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: nil}, actor: actor)
-        |> ValidateSameInterval.change(%{}, %{})
+        |> ValidateSameInterval.change(%{}, %{actor: actor})
 
       refute changeset.valid?
       assert %{errors: errors} = changeset
@@ -120,7 +120,7 @@ defmodule Mv.MembershipFees.Changes.ValidateSameIntervalTest do
       changeset =
         member
         |> Ash.Changeset.for_update(:update_member, %{first_name: "New Name"}, actor: actor)
-        |> ValidateSameInterval.change(%{}, %{})
+        |> ValidateSameInterval.change(%{}, %{actor: actor})
 
       assert changeset.valid?
     end
@@ -136,7 +136,7 @@ defmodule Mv.MembershipFees.Changes.ValidateSameIntervalTest do
         |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: quarterly_type.id},
           actor: actor
         )
-        |> ValidateSameInterval.change(%{}, %{})
+        |> ValidateSameInterval.change(%{}, %{actor: actor})
 
       error = Enum.find(changeset.errors, &(&1.field == :membership_fee_type_id))
       assert error.message =~ "yearly"
@@ -175,7 +175,7 @@ defmodule Mv.MembershipFees.Changes.ValidateSameIntervalTest do
           |> Ash.Changeset.for_update(:update_member, %{membership_fee_type_id: type2.id},
             actor: actor
           )
-          |> ValidateSameInterval.change(%{}, %{})
+          |> ValidateSameInterval.change(%{}, %{actor: actor})
 
         refute changeset.valid?,
                "Should prevent change from #{interval1} to #{interval2}"

test/membership_fees/membership_fee_cycle_test.exs

@@ -151,7 +151,7 @@ defmodule Mv.MembershipFees.MembershipFeeCycleTest do
       member = create_member(%{membership_fee_type_id: fee_type.id}, actor)
       cycle = create_cycle(member, fee_type, %{status: :paid}, actor)
 
-      assert {:ok, updated} = Ash.update(cycle, %{}, action: :mark_as_unpaid)
+      assert {:ok, updated} = Ash.update(cycle, %{}, actor: actor, action: :mark_as_unpaid)
       assert updated.status == :unpaid
     end
 
@@ -175,7 +175,7 @@ defmodule Mv.MembershipFees.MembershipFeeCycleTest do
       member = create_member(%{membership_fee_type_id: fee_type.id}, actor)
       cycle = create_cycle(member, fee_type, %{status: :suspended}, actor)
 
-      assert {:ok, updated} = Ash.update(cycle, %{}, action: :mark_as_unpaid)
+      assert {:ok, updated} = Ash.update(cycle, %{}, actor: actor, action: :mark_as_unpaid)
       assert updated.status == :unpaid
     end
   end

test/membership_fees/membership_fee_type_integration_test.exs

@@ -155,9 +155,13 @@ defmodule Mv.MembershipFees.MembershipFeeTypeIntegrationTest do
       {:ok, settings} = Mv.Membership.get_settings()
 
       settings
-      |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
-        default_membership_fee_type_id: fee_type.id
-      })
+      |> Ash.Changeset.for_update(
+        :update_membership_fee_settings,
+        %{
+          default_membership_fee_type_id: fee_type.id
+        },
+        actor: actor
+      )
       |> Ash.update!(actor: actor)
 
       # Try to delete
@@ -176,9 +180,13 @@ defmodule Mv.MembershipFees.MembershipFeeTypeIntegrationTest do
       {:ok, settings} = Mv.Membership.get_settings()
 
       settings
-      |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
-        default_membership_fee_type_id: fee_type.id
-      })
+      |> Ash.Changeset.for_update(
+        :update_membership_fee_settings,
+        %{
+          default_membership_fee_type_id: fee_type.id
+        },
+        actor: actor
+      )
       |> Ash.update!(actor: actor)
 
       # Create a member without explicitly setting membership_fee_type_id

test/membership_fees/membership_fee_type_test.exs

@@ -264,9 +264,13 @@ defmodule Mv.MembershipFees.MembershipFeeTypeTest do
       {:ok, settings} = Mv.Membership.get_settings()
 
       settings
-      |> Ash.Changeset.for_update(:update_membership_fee_settings, %{
-        default_membership_fee_type_id: fee_type.id
-      })
+      |> Ash.Changeset.for_update(
+        :update_membership_fee_settings,
+        %{
+          default_membership_fee_type_id: fee_type.id
+        },
+        actor: actor
+      )
       |> Ash.update!(actor: actor)
 
       # Try to delete

test/mv/accounts/user_policies_test.exs

@@ -10,7 +10,6 @@ defmodule Mv.Accounts.UserPoliciesTest do
   use Mv.DataCase, async: false
 
   alias Mv.Accounts
-  alias Mv.Authorization
 
   require Ash.Query
 
@@ -19,59 +18,10 @@ defmodule Mv.Accounts.UserPoliciesTest do
     %{actor: system_actor}
   end
 
-  # Helper to create a role with a specific permission set
-  defp create_role_with_permission_set(permission_set_name, actor) do
-    role_name = "Test Role #{permission_set_name} #{System.unique_integer([:positive])}"
-
-    case Authorization.create_role(
-           %{
-             name: role_name,
-             description: "Test role for #{permission_set_name}",
-             permission_set_name: permission_set_name
-           },
-           actor: actor
-         ) do
-      {:ok, role} -> role
-      {:error, error} -> raise "Failed to create role: #{inspect(error)}"
-    end
-  end
-
-  # Helper to create a user with a specific permission set
-  # Returns user with role preloaded (required for authorization)
-  defp create_user_with_permission_set(permission_set_name, actor) do
-    # Create role with permission set
-    role = create_role_with_permission_set(permission_set_name, actor)
-
-    # Create user
-    {:ok, user} =
-      Accounts.User
-      |> Ash.Changeset.for_create(:register_with_password, %{
-        email: "user#{System.unique_integer([:positive])}@example.com",
-        password: "testpassword123"
-      })
-      |> Ash.create(actor: actor)
-
-    # Assign role to user
-    {:ok, user} =
-      user
-      |> Ash.Changeset.for_update(:update, %{})
-      |> Ash.Changeset.manage_relationship(:role, role, type: :append_and_remove)
-      |> Ash.update(actor: actor)
-
-    # Reload user with role preloaded (critical for authorization!)
-    {:ok, user_with_role} = Ash.load(user, :role, domain: Mv.Accounts, actor: actor)
-    user_with_role
-  end
-
-  # Helper to create another user (for testing access to other users)
-  defp create_other_user(actor) do
-    create_user_with_permission_set("own_data", actor)
-  end
-
   # Shared test setup for permission sets with scope :own access
   defp setup_user_with_own_access(permission_set, actor) do
-    user = create_user_with_permission_set(permission_set, actor)
-    other_user = create_other_user(actor)
+    user = Mv.Fixtures.user_with_role_fixture(permission_set)
+    other_user = Mv.Fixtures.user_with_role_fixture("own_data")
 
     # Reload user to ensure role is preloaded
     {:ok, user} =
@@ -80,217 +30,101 @@ defmodule Mv.Accounts.UserPoliciesTest do
     %{user: user, other_user: other_user}
   end
 
-  describe "own_data permission set (Mitglied)" do
-    setup %{actor: actor} do
-      setup_user_with_own_access("own_data", actor)
+  # Data-driven: same behaviour for own_data, read_only, normal_user (scope :own for User)
+  describe "non-admin permission sets (own_data, read_only, normal_user)" do
+    setup %{actor: actor} = context do
+      permission_set = context[:permission_set] || "own_data"
+      setup_user_with_own_access(permission_set, actor)
     end
 
-    test "can read own user record", %{user: user} do
-      {:ok, fetched_user} =
-        Ash.get(Accounts.User, user.id, actor: user, domain: Mv.Accounts)
+    for permission_set <- ["own_data", "read_only", "normal_user"] do
+      @tag permission_set: permission_set
+      test "can read own user record (#{permission_set})", %{user: user} do
+        {:ok, fetched_user} =
+          Ash.get(Accounts.User, user.id, actor: user, domain: Mv.Accounts)
 
-      assert fetched_user.id == user.id
-    end
-
-    test "can update own email", %{user: user} do
-      new_email = "updated#{System.unique_integer([:positive])}@example.com"
-
-      # Non-admins use :update (email only); :update_user is admin-only (member link/unlink).
-      {:ok, updated_user} =
-        user
-        |> Ash.Changeset.for_update(:update, %{email: new_email})
-        |> Ash.update(actor: user)
-
-      assert updated_user.email == Ash.CiString.new(new_email)
-    end
-
-    test "cannot read other users (returns not found due to auto_filter)", %{
-      user: user,
-      other_user: other_user
-    } do
-      # Note: With auto_filter policies, when a user tries to read a user that doesn't
-      # match the filter (id == actor.id), Ash returns NotFound, not Forbidden.
-      # This is the expected behavior - the filter makes the record "invisible" to the user.
-      assert_raise Ash.Error.Invalid, fn ->
-        Ash.get!(Accounts.User, other_user.id, actor: user, domain: Mv.Accounts)
+        assert fetched_user.id == user.id
       end
-    end
 
-    test "cannot update other users (returns forbidden)", %{user: user, other_user: other_user} do
-      assert_raise Ash.Error.Forbidden, fn ->
-        other_user
-        |> Ash.Changeset.for_update(:update, %{email: "hacked@example.com"})
-        |> Ash.update!(actor: user)
+      @tag permission_set: permission_set
+      test "can update own email (#{permission_set})", %{user: user} do
+        new_email = "updated#{System.unique_integer([:positive])}@example.com"
+
+        {:ok, updated_user} =
+          user
+          |> Ash.Changeset.for_update(:update, %{email: new_email})
+          |> Ash.update(actor: user)
+
+        assert updated_user.email == Ash.CiString.new(new_email)
       end
-    end
 
-    test "list users returns only own user", %{user: user} do
-      {:ok, users} = Ash.read(Accounts.User, actor: user, domain: Mv.Accounts)
-
-      # Should only return the own user (scope :own filters)
-      assert length(users) == 1
-      assert hd(users).id == user.id
-    end
-
-    test "cannot create user (returns forbidden)", %{user: user} do
-      assert_raise Ash.Error.Forbidden, fn ->
-        Accounts.User
-        |> Ash.Changeset.for_create(:create_user, %{
-          email: "new#{System.unique_integer([:positive])}@example.com"
-        })
-        |> Ash.create!(actor: user)
+      @tag permission_set: permission_set
+      test "cannot read other users - not found due to auto_filter (#{permission_set})", %{
+        user: user,
+        other_user: other_user
+      } do
+        assert_raise Ash.Error.Invalid, fn ->
+          Ash.get!(Accounts.User, other_user.id, actor: user, domain: Mv.Accounts)
+        end
       end
-    end
 
-    test "cannot destroy user (returns forbidden)", %{user: user} do
-      assert_raise Ash.Error.Forbidden, fn ->
-        Ash.destroy!(user, actor: user)
+      @tag permission_set: permission_set
+      test "cannot update other users - forbidden (#{permission_set})", %{
+        user: user,
+        other_user: other_user
+      } do
+        assert_raise Ash.Error.Forbidden, fn ->
+          other_user
+          |> Ash.Changeset.for_update(:update, %{email: "hacked@example.com"})
+          |> Ash.update!(actor: user)
+        end
       end
-    end
-  end
 
-  describe "read_only permission set (Vorstand/Buchhaltung)" do
-    setup %{actor: actor} do
-      setup_user_with_own_access("read_only", actor)
-    end
+      @tag permission_set: permission_set
+      test "list users returns only own user (#{permission_set})", %{user: user} do
+        {:ok, users} = Ash.read(Accounts.User, actor: user, domain: Mv.Accounts)
 
-    test "can read own user record", %{user: user} do
-      {:ok, fetched_user} =
-        Ash.get(Accounts.User, user.id, actor: user, domain: Mv.Accounts)
-
-      assert fetched_user.id == user.id
-    end
-
-    test "can update own email", %{user: user} do
-      new_email = "updated#{System.unique_integer([:positive])}@example.com"
-
-      # Non-admins use :update (email only); :update_user is admin-only (member link/unlink).
-      {:ok, updated_user} =
-        user
-        |> Ash.Changeset.for_update(:update, %{email: new_email})
-        |> Ash.update(actor: user)
-
-      assert updated_user.email == Ash.CiString.new(new_email)
-    end
-
-    test "cannot read other users (returns not found due to auto_filter)", %{
-      user: user,
-      other_user: other_user
-    } do
-      # Note: With auto_filter policies, when a user tries to read a user that doesn't
-      # match the filter (id == actor.id), Ash returns NotFound, not Forbidden.
-      # This is the expected behavior - the filter makes the record "invisible" to the user.
-      assert_raise Ash.Error.Invalid, fn ->
-        Ash.get!(Accounts.User, other_user.id, actor: user, domain: Mv.Accounts)
+        assert length(users) == 1
+        assert hd(users).id == user.id
       end
-    end
 
-    test "cannot update other users (returns forbidden)", %{user: user, other_user: other_user} do
-      assert_raise Ash.Error.Forbidden, fn ->
-        other_user
-        |> Ash.Changeset.for_update(:update, %{email: "hacked@example.com"})
-        |> Ash.update!(actor: user)
+      @tag permission_set: permission_set
+      test "cannot create user - forbidden (#{permission_set})", %{user: user} do
+        assert_raise Ash.Error.Forbidden, fn ->
+          Accounts.User
+          |> Ash.Changeset.for_create(:create_user, %{
+            email: "new#{System.unique_integer([:positive])}@example.com"
+          })
+          |> Ash.create!(actor: user)
+        end
       end
-    end
 
-    test "list users returns only own user", %{user: user} do
-      {:ok, users} = Ash.read(Accounts.User, actor: user, domain: Mv.Accounts)
-
-      # Should only return the own user (scope :own filters)
-      assert length(users) == 1
-      assert hd(users).id == user.id
-    end
-
-    test "cannot create user (returns forbidden)", %{user: user} do
-      assert_raise Ash.Error.Forbidden, fn ->
-        Accounts.User
-        |> Ash.Changeset.for_create(:create_user, %{
-          email: "new#{System.unique_integer([:positive])}@example.com"
-        })
-        |> Ash.create!(actor: user)
+      @tag permission_set: permission_set
+      test "cannot destroy user - forbidden (#{permission_set})", %{user: user} do
+        assert_raise Ash.Error.Forbidden, fn ->
+          Ash.destroy!(user, actor: user)
+        end
       end
-    end
 
-    test "cannot destroy user (returns forbidden)", %{user: user} do
-      assert_raise Ash.Error.Forbidden, fn ->
-        Ash.destroy!(user, actor: user)
-      end
-    end
-  end
+      @tag permission_set: permission_set
+      test "cannot change role via update_user - forbidden (#{permission_set})", %{
+        user: user,
+        other_user: other_user
+      } do
+        other_role = Mv.Fixtures.role_fixture("read_only")
 
-  describe "normal_user permission set (Kassenwart)" do
-    setup %{actor: actor} do
-      setup_user_with_own_access("normal_user", actor)
-    end
-
-    test "can read own user record", %{user: user} do
-      {:ok, fetched_user} =
-        Ash.get(Accounts.User, user.id, actor: user, domain: Mv.Accounts)
-
-      assert fetched_user.id == user.id
-    end
-
-    test "can update own email", %{user: user} do
-      new_email = "updated#{System.unique_integer([:positive])}@example.com"
-
-      # Non-admins use :update (email only); :update_user is admin-only (member link/unlink).
-      {:ok, updated_user} =
-        user
-        |> Ash.Changeset.for_update(:update, %{email: new_email})
-        |> Ash.update(actor: user)
-
-      assert updated_user.email == Ash.CiString.new(new_email)
-    end
-
-    test "cannot read other users (returns not found due to auto_filter)", %{
-      user: user,
-      other_user: other_user
-    } do
-      # Note: With auto_filter policies, when a user tries to read a user that doesn't
-      # match the filter (id == actor.id), Ash returns NotFound, not Forbidden.
-      # This is the expected behavior - the filter makes the record "invisible" to the user.
-      assert_raise Ash.Error.Invalid, fn ->
-        Ash.get!(Accounts.User, other_user.id, actor: user, domain: Mv.Accounts)
-      end
-    end
-
-    test "cannot update other users (returns forbidden)", %{user: user, other_user: other_user} do
-      assert_raise Ash.Error.Forbidden, fn ->
-        other_user
-        |> Ash.Changeset.for_update(:update, %{email: "hacked@example.com"})
-        |> Ash.update!(actor: user)
-      end
-    end
-
-    test "list users returns only own user", %{user: user} do
-      {:ok, users} = Ash.read(Accounts.User, actor: user, domain: Mv.Accounts)
-
-      # Should only return the own user (scope :own filters)
-      assert length(users) == 1
-      assert hd(users).id == user.id
-    end
-
-    test "cannot create user (returns forbidden)", %{user: user} do
-      assert_raise Ash.Error.Forbidden, fn ->
-        Accounts.User
-        |> Ash.Changeset.for_create(:create_user, %{
-          email: "new#{System.unique_integer([:positive])}@example.com"
-        })
-        |> Ash.create!(actor: user)
-      end
-    end
-
-    test "cannot destroy user (returns forbidden)", %{user: user} do
-      assert_raise Ash.Error.Forbidden, fn ->
-        Ash.destroy!(user, actor: user)
+        assert {:error, %Ash.Error.Forbidden{}} =
+                 other_user
+                 |> Ash.Changeset.for_update(:update_user, %{role_id: other_role.id})
+                 |> Ash.update(actor: user, domain: Mv.Accounts)
       end
     end
   end
 
   describe "admin permission set" do
     setup %{actor: actor} do
-      user = create_user_with_permission_set("admin", actor)
-      other_user = create_other_user(actor)
+      user = Mv.Fixtures.user_with_role_fixture("admin")
+      other_user = Mv.Fixtures.user_with_role_fixture("own_data")
 
       # Reload user to ensure role is preloaded
       {:ok, user} =
@@ -343,6 +177,88 @@ defmodule Mv.Accounts.UserPoliciesTest do
       # Verify user is deleted
       assert {:error, _} = Ash.get(Accounts.User, other_user.id, domain: Mv.Accounts)
     end
+
+    test "admin can assign role to another user via update_user", %{
+      other_user: other_user
+    } do
+      admin = Mv.Fixtures.user_with_role_fixture("admin")
+      normal_user_role = Mv.Fixtures.role_fixture("normal_user")
+
+      {:ok, updated} =
+        other_user
+        |> Ash.Changeset.for_update(:update_user, %{role_id: normal_user_role.id})
+        |> Ash.update(actor: admin)
+
+      assert updated.role_id == normal_user_role.id
+    end
+  end
+
+  describe "admin role assignment and last-admin validation" do
+    test "two admins: one can change own role to normal_user (other remains admin)", %{
+      actor: _actor
+    } do
+      _admin_role = Mv.Fixtures.role_fixture("admin")
+      normal_user_role = Mv.Fixtures.role_fixture("normal_user")
+
+      admin_a = Mv.Fixtures.user_with_role_fixture("admin")
+      _admin_b = Mv.Fixtures.user_with_role_fixture("admin")
+
+      {:ok, updated} =
+        admin_a
+        |> Ash.Changeset.for_update(:update_user, %{role_id: normal_user_role.id})
+        |> Ash.update(actor: admin_a)
+
+      assert updated.role_id == normal_user_role.id
+    end
+
+    test "single admin: changing own role to normal_user returns validation error", %{
+      actor: _actor
+    } do
+      normal_user_role = Mv.Fixtures.role_fixture("normal_user")
+      single_admin = Mv.Fixtures.user_with_role_fixture("admin")
+
+      assert {:error, %Ash.Error.Invalid{errors: errors}} =
+               single_admin
+               |> Ash.Changeset.for_update(:update_user, %{role_id: normal_user_role.id})
+               |> Ash.update(actor: single_admin)
+
+      error_messages =
+        Enum.flat_map(errors, fn
+          %Ash.Error.Changes.InvalidAttribute{message: msg} when is_binary(msg) -> [msg]
+          %{message: msg} when is_binary(msg) -> [msg]
+          _ -> []
+        end)
+
+      assert Enum.any?(error_messages, fn msg ->
+               msg =~ "least one user must keep the Admin role" or msg =~ "Admin role"
+             end),
+             "Expected last-admin validation message, got: #{inspect(error_messages)}"
+    end
+
+    test "admin can switch to another admin role (two roles with permission_set_name admin)", %{
+      actor: _actor
+    } do
+      # Two distinct roles both with permission_set_name "admin" (e.g. "Admin" and "Superadmin")
+      admin_role_a = Mv.Fixtures.role_fixture("admin")
+      admin_role_b = Mv.Fixtures.role_fixture("admin")
+
+      admin_user = Mv.Fixtures.user_with_role_fixture("admin")
+      # Ensure user has role_a so we can switch to role_b
+      {:ok, admin_user} =
+        admin_user
+        |> Ash.Changeset.for_update(:update_user, %{role_id: admin_role_a.id})
+        |> Ash.update(actor: admin_user)
+
+      assert admin_user.role_id == admin_role_a.id
+
+      # Switching to another admin role must be allowed (no last-admin error)
+      {:ok, updated} =
+        admin_user
+        |> Ash.Changeset.for_update(:update_user, %{role_id: admin_role_b.id})
+        |> Ash.update(actor: admin_user)
+
+      assert updated.role_id == admin_role_b.id
+    end
   end
 
   describe "AshAuthentication bypass" do

test/mv/authorization/permission_sets_test.exs

@@ -496,6 +496,281 @@ defmodule Mv.Authorization.PermissionSetsTest do
 
       assert "*" in permissions.pages
     end
+
+    test "admin pages include explicit /settings and /membership_fee_settings" do
+      permissions = PermissionSets.get_permissions(:admin)
+
+      assert "/settings" in permissions.pages
+      assert "/membership_fee_settings" in permissions.pages
+    end
+  end
+
+  describe "get_permissions/1 - MemberGroup resource" do
+    test "own_data has MemberGroup read with scope :linked only" do
+      permissions = PermissionSets.get_permissions(:own_data)
+
+      mg_read =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MemberGroup" && p.action == :read
+        end)
+
+      mg_create =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MemberGroup" && p.action == :create
+        end)
+
+      assert mg_read != nil
+      assert mg_read.scope == :linked
+      assert mg_read.granted == true
+      assert mg_create == nil || mg_create.granted == false
+    end
+
+    test "read_only has MemberGroup read with scope :all, no create/destroy" do
+      permissions = PermissionSets.get_permissions(:read_only)
+
+      mg_read =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MemberGroup" && p.action == :read
+        end)
+
+      mg_create =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MemberGroup" && p.action == :create
+        end)
+
+      mg_destroy =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MemberGroup" && p.action == :destroy
+        end)
+
+      assert mg_read != nil
+      assert mg_read.scope == :all
+      assert mg_read.granted == true
+      assert mg_create == nil || mg_create.granted == false
+      assert mg_destroy == nil || mg_destroy.granted == false
+    end
+
+    test "normal_user has MemberGroup read/create/destroy with scope :all" do
+      permissions = PermissionSets.get_permissions(:normal_user)
+
+      mg_read =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MemberGroup" && p.action == :read
+        end)
+
+      mg_create =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MemberGroup" && p.action == :create
+        end)
+
+      mg_destroy =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MemberGroup" && p.action == :destroy
+        end)
+
+      assert mg_read != nil
+      assert mg_read.scope == :all
+      assert mg_read.granted == true
+      assert mg_create != nil
+      assert mg_create.scope == :all
+      assert mg_create.granted == true
+      assert mg_destroy != nil
+      assert mg_destroy.scope == :all
+      assert mg_destroy.granted == true
+    end
+
+    test "admin has MemberGroup read/create/destroy with scope :all" do
+      permissions = PermissionSets.get_permissions(:admin)
+
+      mg_read =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MemberGroup" && p.action == :read
+        end)
+
+      mg_create =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MemberGroup" && p.action == :create
+        end)
+
+      mg_destroy =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MemberGroup" && p.action == :destroy
+        end)
+
+      assert mg_read != nil
+      assert mg_read.scope == :all
+      assert mg_read.granted == true
+      assert mg_create != nil
+      assert mg_create.granted == true
+      assert mg_destroy != nil
+      assert mg_destroy.granted == true
+    end
+  end
+
+  describe "get_permissions/1 - MembershipFeeType resource" do
+    test "all permission sets have MembershipFeeType read with scope :all" do
+      for set <- PermissionSets.all_permission_sets() do
+        permissions = PermissionSets.get_permissions(set)
+
+        mft_read =
+          Enum.find(permissions.resources, fn p ->
+            p.resource == "MembershipFeeType" && p.action == :read
+          end)
+
+        assert mft_read != nil, "Permission set #{set} should have MembershipFeeType read"
+        assert mft_read.scope == :all
+        assert mft_read.granted == true
+      end
+    end
+
+    test "only admin has MembershipFeeType create/update/destroy" do
+      for set <- [:own_data, :read_only, :normal_user] do
+        permissions = PermissionSets.get_permissions(set)
+
+        mft_create =
+          Enum.find(permissions.resources, fn p ->
+            p.resource == "MembershipFeeType" && p.action == :create
+          end)
+
+        mft_update =
+          Enum.find(permissions.resources, fn p ->
+            p.resource == "MembershipFeeType" && p.action == :update
+          end)
+
+        mft_destroy =
+          Enum.find(permissions.resources, fn p ->
+            p.resource == "MembershipFeeType" && p.action == :destroy
+          end)
+
+        assert mft_create == nil || mft_create.granted == false,
+               "Permission set #{set} should not allow MembershipFeeType create"
+
+        assert mft_update == nil || mft_update.granted == false,
+               "Permission set #{set} should not allow MembershipFeeType update"
+
+        assert mft_destroy == nil || mft_destroy.granted == false,
+               "Permission set #{set} should not allow MembershipFeeType destroy"
+      end
+
+      admin_permissions = PermissionSets.get_permissions(:admin)
+
+      mft_create =
+        Enum.find(admin_permissions.resources, fn p ->
+          p.resource == "MembershipFeeType" && p.action == :create
+        end)
+
+      mft_update =
+        Enum.find(admin_permissions.resources, fn p ->
+          p.resource == "MembershipFeeType" && p.action == :update
+        end)
+
+      mft_destroy =
+        Enum.find(admin_permissions.resources, fn p ->
+          p.resource == "MembershipFeeType" && p.action == :destroy
+        end)
+
+      assert mft_create != nil
+      assert mft_create.scope == :all
+      assert mft_create.granted == true
+      assert mft_update != nil
+      assert mft_update.granted == true
+      assert mft_destroy != nil
+      assert mft_destroy.granted == true
+    end
+  end
+
+  describe "get_permissions/1 - MembershipFeeCycle resource" do
+    test "all permission sets have MembershipFeeCycle read; own_data uses :linked, others :all" do
+      for set <- PermissionSets.all_permission_sets() do
+        permissions = PermissionSets.get_permissions(set)
+
+        mfc_read =
+          Enum.find(permissions.resources, fn p ->
+            p.resource == "MembershipFeeCycle" && p.action == :read
+          end)
+
+        assert mfc_read != nil, "Permission set #{set} should have MembershipFeeCycle read"
+        assert mfc_read.granted == true
+
+        expected_scope = if set == :own_data, do: :linked, else: :all
+
+        assert mfc_read.scope == expected_scope,
+               "Permission set #{set} should have MembershipFeeCycle read scope #{expected_scope}, got #{mfc_read.scope}"
+      end
+    end
+
+    test "read_only has MembershipFeeCycle read only, no update" do
+      permissions = PermissionSets.get_permissions(:read_only)
+
+      mfc_update =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MembershipFeeCycle" && p.action == :update
+        end)
+
+      assert mfc_update == nil || mfc_update.granted == false
+    end
+
+    test "normal_user has MembershipFeeCycle read/create/update/destroy with scope :all" do
+      permissions = PermissionSets.get_permissions(:normal_user)
+
+      mfc_read =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MembershipFeeCycle" && p.action == :read
+        end)
+
+      mfc_create =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MembershipFeeCycle" && p.action == :create
+        end)
+
+      mfc_update =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MembershipFeeCycle" && p.action == :update
+        end)
+
+      mfc_destroy =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MembershipFeeCycle" && p.action == :destroy
+        end)
+
+      assert mfc_read != nil && mfc_read.granted == true
+      assert mfc_create != nil && mfc_create.scope == :all && mfc_create.granted == true
+      assert mfc_update != nil && mfc_update.granted == true
+      assert mfc_destroy != nil && mfc_destroy.scope == :all && mfc_destroy.granted == true
+    end
+
+    test "admin has MembershipFeeCycle read/create/update/destroy with scope :all" do
+      permissions = PermissionSets.get_permissions(:admin)
+
+      mfc_read =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MembershipFeeCycle" && p.action == :read
+        end)
+
+      mfc_create =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MembershipFeeCycle" && p.action == :create
+        end)
+
+      mfc_update =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MembershipFeeCycle" && p.action == :update
+        end)
+
+      mfc_destroy =
+        Enum.find(permissions.resources, fn p ->
+          p.resource == "MembershipFeeCycle" && p.action == :destroy
+        end)
+
+      assert mfc_read != nil
+      assert mfc_read.granted == true
+      assert mfc_create != nil
+      assert mfc_create.granted == true
+      assert mfc_update != nil
+      assert mfc_update.granted == true
+      assert mfc_destroy != nil
+      assert mfc_destroy.granted == true
+    end
   end
 
   describe "valid_permission_set?/1" do

test/mv/membership/custom_field_policies_test.exs

@@ -8,67 +8,30 @@ defmodule Mv.Membership.CustomFieldPoliciesTest do
   use Mv.DataCase, async: false
 
   alias Mv.Membership.CustomField
-  alias Mv.Accounts
-  alias Mv.Authorization
 
   setup do
     system_actor = Mv.Helpers.SystemActor.get_system_actor()
     %{actor: system_actor}
   end
 
-  defp create_role_with_permission_set(permission_set_name, actor) do
-    role_name = "Test Role #{permission_set_name} #{System.unique_integer([:positive])}"
+  defp create_custom_field do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
 
-    case Authorization.create_role(
-           %{
-             name: role_name,
-             description: "Test role for #{permission_set_name}",
-             permission_set_name: permission_set_name
-           },
-           actor: actor
-         ) do
-      {:ok, role} -> role
-      {:error, error} -> raise "Failed to create role: #{inspect(error)}"
-    end
-  end
-
-  defp create_user_with_permission_set(permission_set_name, actor) do
-    role = create_role_with_permission_set(permission_set_name, actor)
-
-    {:ok, user} =
-      Accounts.User
-      |> Ash.Changeset.for_create(:register_with_password, %{
-        email: "user#{System.unique_integer([:positive])}@example.com",
-        password: "testpassword123"
-      })
-      |> Ash.create(actor: actor)
-
-    {:ok, user} =
-      user
-      |> Ash.Changeset.for_update(:update, %{})
-      |> Ash.Changeset.manage_relationship(:role, role, type: :append_and_remove)
-      |> Ash.update(actor: actor)
-
-    {:ok, user_with_role} = Ash.load(user, :role, domain: Mv.Accounts, actor: actor)
-    user_with_role
-  end
-
-  defp create_custom_field(actor) do
     {:ok, field} =
       CustomField
       |> Ash.Changeset.for_create(:create, %{
         name: "test_field_#{System.unique_integer([:positive])}",
         value_type: :string
       })
-      |> Ash.create(actor: actor, domain: Mv.Membership)
+      |> Ash.create(actor: admin, domain: Mv.Membership)
 
     field
   end
 
   describe "read access (all roles)" do
-    test "user with own_data can read all custom fields", %{actor: actor} do
-      custom_field = create_custom_field(actor)
-      user = create_user_with_permission_set("own_data", actor)
+    test "user with own_data can read all custom fields", %{actor: _actor} do
+      custom_field = create_custom_field()
+      user = Mv.Fixtures.user_with_role_fixture("own_data")
 
       {:ok, fields} = Ash.read(CustomField, actor: user, domain: Mv.Membership)
       ids = Enum.map(fields, & &1.id)
@@ -78,9 +41,9 @@ defmodule Mv.Membership.CustomFieldPoliciesTest do
       assert fetched.id == custom_field.id
     end
 
-    test "user with read_only can read all custom fields", %{actor: actor} do
-      custom_field = create_custom_field(actor)
-      user = create_user_with_permission_set("read_only", actor)
+    test "user with read_only can read all custom fields", %{actor: _actor} do
+      custom_field = create_custom_field()
+      user = Mv.Fixtures.user_with_role_fixture("read_only")
 
       {:ok, fields} = Ash.read(CustomField, actor: user, domain: Mv.Membership)
       ids = Enum.map(fields, & &1.id)
@@ -90,9 +53,9 @@ defmodule Mv.Membership.CustomFieldPoliciesTest do
       assert fetched.id == custom_field.id
     end
 
-    test "user with normal_user can read all custom fields", %{actor: actor} do
-      custom_field = create_custom_field(actor)
-      user = create_user_with_permission_set("normal_user", actor)
+    test "user with normal_user can read all custom fields", %{actor: _actor} do
+      custom_field = create_custom_field()
+      user = Mv.Fixtures.user_with_role_fixture("normal_user")
 
       {:ok, fields} = Ash.read(CustomField, actor: user, domain: Mv.Membership)
       ids = Enum.map(fields, & &1.id)
@@ -102,9 +65,9 @@ defmodule Mv.Membership.CustomFieldPoliciesTest do
       assert fetched.id == custom_field.id
     end
 
-    test "user with admin can read all custom fields", %{actor: actor} do
-      custom_field = create_custom_field(actor)
-      user = create_user_with_permission_set("admin", actor)
+    test "user with admin can read all custom fields", %{actor: _actor} do
+      custom_field = create_custom_field()
+      user = Mv.Fixtures.user_with_role_fixture("admin")
 
       {:ok, fields} = Ash.read(CustomField, actor: user, domain: Mv.Membership)
       ids = Enum.map(fields, & &1.id)
@@ -116,9 +79,9 @@ defmodule Mv.Membership.CustomFieldPoliciesTest do
   end
 
   describe "write access - non-admin cannot create/update/destroy" do
-    setup %{actor: actor} do
-      user = create_user_with_permission_set("normal_user", actor)
-      custom_field = create_custom_field(actor)
+    setup %{actor: _actor} do
+      user = Mv.Fixtures.user_with_role_fixture("normal_user")
+      custom_field = create_custom_field()
       %{user: user, custom_field: custom_field}
     end
 
@@ -152,9 +115,9 @@ defmodule Mv.Membership.CustomFieldPoliciesTest do
   end
 
   describe "write access - admin can create/update/destroy" do
-    setup %{actor: actor} do
-      user = create_user_with_permission_set("admin", actor)
-      custom_field = create_custom_field(actor)
+    setup %{actor: _actor} do
+      user = Mv.Fixtures.user_with_role_fixture("admin")
+      custom_field = create_custom_field()
       %{user: user, custom_field: custom_field}
     end
 

test/mv/membership/custom_field_value_policies_test.exs

@@ -11,7 +11,6 @@ defmodule Mv.Membership.CustomFieldValuePoliciesTest do
 
   alias Mv.Membership.{CustomField, CustomFieldValue}
   alias Mv.Accounts
-  alias Mv.Authorization
 
   require Ash.Query
 
@@ -20,47 +19,9 @@ defmodule Mv.Membership.CustomFieldValuePoliciesTest do
     %{actor: system_actor}
   end
 
-  # Helper to create a role with a specific permission set
-  defp create_role_with_permission_set(permission_set_name, actor) do
-    role_name = "Test Role #{permission_set_name} #{System.unique_integer([:positive])}"
+  defp create_linked_member_for_user(user, _actor) do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
 
-    case Authorization.create_role(
-           %{
-             name: role_name,
-             description: "Test role for #{permission_set_name}",
-             permission_set_name: permission_set_name
-           },
-           actor: actor
-         ) do
-      {:ok, role} -> role
-      {:error, error} -> raise "Failed to create role: #{inspect(error)}"
-    end
-  end
-
-  # Helper to create a user with a specific permission set
-  # Returns user with role preloaded (required for authorization)
-  defp create_user_with_permission_set(permission_set_name, actor) do
-    role = create_role_with_permission_set(permission_set_name, actor)
-
-    {:ok, user} =
-      Accounts.User
-      |> Ash.Changeset.for_create(:register_with_password, %{
-        email: "user#{System.unique_integer([:positive])}@example.com",
-        password: "testpassword123"
-      })
-      |> Ash.create(actor: actor)
-
-    {:ok, user} =
-      user
-      |> Ash.Changeset.for_update(:update, %{})
-      |> Ash.Changeset.manage_relationship(:role, role, type: :append_and_remove)
-      |> Ash.update(actor: actor)
-
-    {:ok, user_with_role} = Ash.load(user, :role, domain: Mv.Accounts, actor: actor)
-    user_with_role
-  end
-
-  defp create_linked_member_for_user(user, actor) do
     {:ok, member} =
       Mv.Membership.create_member(
         %{
@@ -68,18 +29,20 @@ defmodule Mv.Membership.CustomFieldValuePoliciesTest do
           last_name: "Member",
           email: "linked#{System.unique_integer([:positive])}@example.com"
         },
-        actor: actor
+        actor: admin
       )
 
     user
     |> Ash.Changeset.for_update(:update, %{})
     |> Ash.Changeset.force_change_attribute(:member_id, member.id)
-    |> Ash.update(actor: actor, domain: Mv.Accounts, return_notifications?: false)
+    |> Ash.update(actor: admin, domain: Mv.Accounts, return_notifications?: false)
 
     member
   end
 
-  defp create_unlinked_member(actor) do
+  defp create_unlinked_member(_actor) do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
+
     {:ok, member} =
       Mv.Membership.create_member(
         %{
@@ -87,25 +50,29 @@ defmodule Mv.Membership.CustomFieldValuePoliciesTest do
           last_name: "Member",
           email: "unlinked#{System.unique_integer([:positive])}@example.com"
         },
-        actor: actor
+        actor: admin
       )
 
     member
   end
 
-  defp create_custom_field(actor) do
+  defp create_custom_field do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
+
     {:ok, field} =
       CustomField
       |> Ash.Changeset.for_create(:create, %{
         name: "test_field_#{System.unique_integer([:positive])}",
         value_type: :string
       })
-      |> Ash.create(actor: actor)
+      |> Ash.create(actor: admin, domain: Mv.Membership)
 
     field
   end
 
-  defp create_custom_field_value(member_id, custom_field_id, value, actor) do
+  defp create_custom_field_value(member_id, custom_field_id, value) do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
+
     {:ok, cfv} =
       CustomFieldValue
       |> Ash.Changeset.for_create(:create, %{
@@ -113,22 +80,22 @@ defmodule Mv.Membership.CustomFieldValuePoliciesTest do
         custom_field_id: custom_field_id,
         value: %{"_union_type" => "string", "_union_value" => value}
       })
-      |> Ash.create(actor: actor, domain: Mv.Membership)
+      |> Ash.create(actor: admin, domain: Mv.Membership)
 
     cfv
   end
 
   describe "own_data permission set (Mitglied)" do
     setup %{actor: actor} do
-      user = create_user_with_permission_set("own_data", actor)
+      user = Mv.Fixtures.user_with_role_fixture("own_data")
       linked_member = create_linked_member_for_user(user, actor)
       unlinked_member = create_unlinked_member(actor)
-      custom_field = create_custom_field(actor)
+      custom_field = create_custom_field()
 
-      cfv_linked = create_custom_field_value(linked_member.id, custom_field.id, "linked", actor)
+      cfv_linked = create_custom_field_value(linked_member.id, custom_field.id, "linked")
 
       cfv_unlinked =
-        create_custom_field_value(unlinked_member.id, custom_field.id, "unlinked", actor)
+        create_custom_field_value(unlinked_member.id, custom_field.id, "unlinked")
 
       {:ok, user} =
         Ash.get(Accounts.User, user.id, domain: Mv.Accounts, load: [:role], actor: actor)
@@ -177,10 +144,10 @@ defmodule Mv.Membership.CustomFieldValuePoliciesTest do
     test "can create custom field value for linked member", %{
       user: user,
       linked_member: linked_member,
-      actor: actor
+      actor: _actor
     } do
       # Create a second custom field via admin (own_data cannot create CustomField)
-      custom_field2 = create_custom_field(actor)
+      custom_field2 = create_custom_field()
 
       {:ok, cfv} =
         CustomFieldValue
@@ -257,15 +224,15 @@ defmodule Mv.Membership.CustomFieldValuePoliciesTest do
 
   describe "read_only permission set (Vorstand/Buchhaltung)" do
     setup %{actor: actor} do
-      user = create_user_with_permission_set("read_only", actor)
+      user = Mv.Fixtures.user_with_role_fixture("read_only")
       linked_member = create_linked_member_for_user(user, actor)
       unlinked_member = create_unlinked_member(actor)
-      custom_field = create_custom_field(actor)
+      custom_field = create_custom_field()
 
-      cfv_linked = create_custom_field_value(linked_member.id, custom_field.id, "linked", actor)
+      cfv_linked = create_custom_field_value(linked_member.id, custom_field.id, "linked")
 
       cfv_unlinked =
-        create_custom_field_value(unlinked_member.id, custom_field.id, "unlinked", actor)
+        create_custom_field_value(unlinked_member.id, custom_field.id, "unlinked")
 
       {:ok, user} =
         Ash.get(Accounts.User, user.id, domain: Mv.Accounts, load: [:role], actor: actor)
@@ -340,15 +307,15 @@ defmodule Mv.Membership.CustomFieldValuePoliciesTest do
 
   describe "normal_user permission set (Kassenwart)" do
     setup %{actor: actor} do
-      user = create_user_with_permission_set("normal_user", actor)
+      user = Mv.Fixtures.user_with_role_fixture("normal_user")
       linked_member = create_linked_member_for_user(user, actor)
       unlinked_member = create_unlinked_member(actor)
-      custom_field = create_custom_field(actor)
+      custom_field = create_custom_field()
 
-      cfv_linked = create_custom_field_value(linked_member.id, custom_field.id, "linked", actor)
+      cfv_linked = create_custom_field_value(linked_member.id, custom_field.id, "linked")
 
       cfv_unlinked =
-        create_custom_field_value(unlinked_member.id, custom_field.id, "unlinked", actor)
+        create_custom_field_value(unlinked_member.id, custom_field.id, "unlinked")
 
       {:ok, user} =
         Ash.get(Accounts.User, user.id, domain: Mv.Accounts, load: [:role], actor: actor)
@@ -379,10 +346,10 @@ defmodule Mv.Membership.CustomFieldValuePoliciesTest do
     test "can create custom field value", %{
       user: user,
       unlinked_member: unlinked_member,
-      actor: actor
+      actor: _actor
     } do
       # normal_user cannot create CustomField; use actor (admin) to create it
-      custom_field = create_custom_field(actor)
+      custom_field = create_custom_field()
 
       {:ok, cfv} =
         CustomFieldValue
@@ -421,15 +388,15 @@ defmodule Mv.Membership.CustomFieldValuePoliciesTest do
 
   describe "admin permission set" do
     setup %{actor: actor} do
-      user = create_user_with_permission_set("admin", actor)
+      user = Mv.Fixtures.user_with_role_fixture("admin")
       linked_member = create_linked_member_for_user(user, actor)
       unlinked_member = create_unlinked_member(actor)
-      custom_field = create_custom_field(actor)
+      custom_field = create_custom_field()
 
-      cfv_linked = create_custom_field_value(linked_member.id, custom_field.id, "linked", actor)
+      cfv_linked = create_custom_field_value(linked_member.id, custom_field.id, "linked")
 
       cfv_unlinked =
-        create_custom_field_value(unlinked_member.id, custom_field.id, "unlinked", actor)
+        create_custom_field_value(unlinked_member.id, custom_field.id, "unlinked")
 
       {:ok, user} =
         Ash.get(Accounts.User, user.id, domain: Mv.Accounts, load: [:role], actor: actor)
@@ -457,7 +424,7 @@ defmodule Mv.Membership.CustomFieldValuePoliciesTest do
     end
 
     test "can create custom field value", %{user: user, unlinked_member: unlinked_member} do
-      custom_field = create_custom_field(user)
+      custom_field = create_custom_field()
 
       {:ok, cfv} =
         CustomFieldValue

test/mv/membership/group_policies_test.exs

@@ -0,0 +1,140 @@
+defmodule Mv.Membership.GroupPoliciesTest do
+  @moduledoc """
+  Tests for Group resource authorization policies.
+
+  Verifies that own_data, read_only, normal_user can read groups;
+  normal_user and admin can create, update, and destroy groups.
+  """
+  use Mv.DataCase, async: false
+
+  alias Mv.Membership
+
+  require Ash.Query
+
+  setup do
+    system_actor = Mv.Helpers.SystemActor.get_system_actor()
+    %{actor: system_actor}
+  end
+
+  defp create_group_fixture do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
+
+    {:ok, group} =
+      Membership.create_group(
+        %{name: "Test Group #{System.unique_integer([:positive])}", description: "Test"},
+        actor: admin
+      )
+
+    group
+  end
+
+  describe "own_data permission set" do
+    setup %{actor: _actor} do
+      user = Mv.Fixtures.user_with_role_fixture("own_data")
+      group = create_group_fixture()
+      %{user: user, group: group}
+    end
+
+    test "can read groups (list)", %{user: user} do
+      {:ok, groups} = Membership.list_groups(actor: user)
+      assert is_list(groups)
+    end
+
+    test "can read single group", %{user: user, group: group} do
+      {:ok, found} = Ash.get(Membership.Group, group.id, actor: user, domain: Mv.Membership)
+      assert found.id == group.id
+    end
+  end
+
+  describe "read_only permission set" do
+    setup %{actor: _actor} do
+      user = Mv.Fixtures.user_with_role_fixture("read_only")
+      group = create_group_fixture()
+      %{user: user, group: group}
+    end
+
+    test "can read groups (list)", %{user: user} do
+      {:ok, groups} = Membership.list_groups(actor: user)
+      assert is_list(groups)
+    end
+
+    test "can read single group", %{user: user, group: group} do
+      {:ok, found} = Ash.get(Membership.Group, group.id, actor: user, domain: Mv.Membership)
+      assert found.id == group.id
+    end
+  end
+
+  describe "normal_user permission set" do
+    setup %{actor: _actor} do
+      user = Mv.Fixtures.user_with_role_fixture("normal_user")
+      group = create_group_fixture()
+      %{user: user, group: group}
+    end
+
+    test "can read groups (list)", %{user: user} do
+      {:ok, groups} = Membership.list_groups(actor: user)
+      assert is_list(groups)
+    end
+
+    test "can read single group", %{user: user, group: group} do
+      {:ok, found} = Ash.get(Membership.Group, group.id, actor: user, domain: Mv.Membership)
+      assert found.id == group.id
+    end
+
+    test "can create group", %{user: user} do
+      assert {:ok, created} =
+               Membership.create_group(
+                 %{name: "New Group #{System.unique_integer([:positive])}", description: "New"},
+                 actor: user
+               )
+
+      assert created.name =~ "New Group"
+    end
+
+    test "can update group", %{user: user, group: group} do
+      assert {:ok, updated} =
+               Membership.update_group(group, %{description: "Updated"}, actor: user)
+
+      assert updated.description == "Updated"
+    end
+
+    test "can destroy group", %{user: user, group: group} do
+      assert :ok = Membership.destroy_group(group, actor: user)
+    end
+  end
+
+  describe "admin permission set" do
+    setup %{actor: _actor} do
+      user = Mv.Fixtures.user_with_role_fixture("admin")
+      group = create_group_fixture()
+      %{user: user, group: group}
+    end
+
+    test "can read groups (list)", %{user: user} do
+      {:ok, groups} = Membership.list_groups(actor: user)
+      assert is_list(groups)
+    end
+
+    test "can create group", %{user: user} do
+      name = "Admin Group #{System.unique_integer([:positive])}"
+
+      assert {:ok, group} =
+               Membership.create_group(%{name: name, description: "Admin created"}, actor: user)
+
+      assert group.name == name
+    end
+
+    test "can update group", %{user: user, group: group} do
+      assert {:ok, updated} =
+               Membership.update_group(group, %{description: "Updated by admin"}, actor: user)
+
+      assert updated.description == "Updated by admin"
+    end
+
+    test "can destroy group", %{user: user, group: group} do
+      assert :ok = Membership.destroy_group(group, actor: user)
+
+      assert {:error, _} = Ash.get(Membership.Group, group.id, actor: user, domain: Mv.Membership)
+    end
+  end
+end

test/mv/membership/member_email_validation_test.exs

@@ -8,7 +8,6 @@ defmodule Mv.Membership.MemberEmailValidationTest do
   use Mv.DataCase, async: false
 
   alias Mv.Accounts
-  alias Mv.Authorization
   alias Mv.Helpers.SystemActor
   alias Mv.Membership
 
@@ -17,49 +16,8 @@ defmodule Mv.Membership.MemberEmailValidationTest do
     %{actor: system_actor}
   end
 
-  defp create_role_with_permission_set(permission_set_name, actor) do
-    role_name = "Test Role #{permission_set_name} #{System.unique_integer([:positive])}"
-
-    case Authorization.create_role(
-           %{
-             name: role_name,
-             description: "Test role for #{permission_set_name}",
-             permission_set_name: permission_set_name
-           },
-           actor: actor
-         ) do
-      {:ok, role} -> role
-      {:error, error} -> raise "Failed to create role: #{inspect(error)}"
-    end
-  end
-
-  defp create_user_with_permission_set(permission_set_name, actor) do
-    role = create_role_with_permission_set(permission_set_name, actor)
-
-    {:ok, user} =
-      Accounts.User
-      |> Ash.Changeset.for_create(:register_with_password, %{
-        email: "user#{System.unique_integer([:positive])}@example.com",
-        password: "testpassword123"
-      })
-      |> Ash.create(actor: actor)
-
-    {:ok, user} =
-      user
-      |> Ash.Changeset.for_update(:update, %{})
-      |> Ash.Changeset.manage_relationship(:role, role, type: :append_and_remove)
-      |> Ash.update(actor: actor)
-
-    {:ok, user_with_role} = Ash.load(user, :role, domain: Mv.Accounts, actor: actor)
-    user_with_role
-  end
-
-  defp create_admin_user(actor) do
-    create_user_with_permission_set("admin", actor)
-  end
-
-  defp create_linked_member_for_user(user, actor) do
-    admin = create_admin_user(actor)
+  defp create_linked_member_for_user(user, _actor) do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
 
     {:ok, member} =
       Membership.create_member(
@@ -79,8 +37,8 @@ defmodule Mv.Membership.MemberEmailValidationTest do
     member
   end
 
-  defp create_unlinked_member(actor) do
-    admin = create_admin_user(actor)
+  defp create_unlinked_member(_actor) do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
 
     {:ok, member} =
       Membership.create_member(
@@ -97,7 +55,7 @@ defmodule Mv.Membership.MemberEmailValidationTest do
 
   describe "unlinked member" do
     test "normal_user can update email of unlinked member", %{actor: actor} do
-      normal_user = create_user_with_permission_set("normal_user", actor)
+      normal_user = Mv.Fixtures.user_with_role_fixture("normal_user")
       unlinked_member = create_unlinked_member(actor)
 
       new_email = "new#{System.unique_integer([:positive])}@example.com"
@@ -109,7 +67,7 @@ defmodule Mv.Membership.MemberEmailValidationTest do
     end
 
     test "validation does not block when member has no linked user", %{actor: actor} do
-      normal_user = create_user_with_permission_set("normal_user", actor)
+      normal_user = Mv.Fixtures.user_with_role_fixture("normal_user")
       unlinked_member = create_unlinked_member(actor)
 
       new_email = "other#{System.unique_integer([:positive])}@example.com"
@@ -121,10 +79,10 @@ defmodule Mv.Membership.MemberEmailValidationTest do
 
   describe "linked member – another user's member" do
     test "normal_user cannot update email of another user's linked member", %{actor: actor} do
-      user_a = create_user_with_permission_set("own_data", actor)
+      user_a = Mv.Fixtures.user_with_role_fixture("own_data")
       linked_member = create_linked_member_for_user(user_a, actor)
 
-      normal_user_b = create_user_with_permission_set("normal_user", actor)
+      normal_user_b = Mv.Fixtures.user_with_role_fixture("normal_user")
       new_email = "other#{System.unique_integer([:positive])}@example.com"
 
       assert {:error, %Ash.Error.Invalid{} = error} =
@@ -135,9 +93,9 @@ defmodule Mv.Membership.MemberEmailValidationTest do
     end
 
     test "admin can update email of linked member", %{actor: actor} do
-      user_a = create_user_with_permission_set("own_data", actor)
+      user_a = Mv.Fixtures.user_with_role_fixture("own_data")
       linked_member = create_linked_member_for_user(user_a, actor)
-      admin = create_admin_user(actor)
+      admin = Mv.Fixtures.user_with_role_fixture("admin")
 
       new_email = "admin_changed#{System.unique_integer([:positive])}@example.com"
 
@@ -150,7 +108,7 @@ defmodule Mv.Membership.MemberEmailValidationTest do
 
   describe "linked member – own member" do
     test "own_data user can update email of their own linked member", %{actor: actor} do
-      own_data_user = create_user_with_permission_set("own_data", actor)
+      own_data_user = Mv.Fixtures.user_with_role_fixture("own_data")
       linked_member = create_linked_member_for_user(own_data_user, actor)
 
       {:ok, own_data_user} =
@@ -168,7 +126,7 @@ defmodule Mv.Membership.MemberEmailValidationTest do
     end
 
     test "normal_user with linked member can update email of that same member", %{actor: actor} do
-      normal_user = create_user_with_permission_set("normal_user", actor)
+      normal_user = Mv.Fixtures.user_with_role_fixture("normal_user")
       linked_member = create_linked_member_for_user(normal_user, actor)
 
       {:ok, normal_user} =
@@ -188,9 +146,9 @@ defmodule Mv.Membership.MemberEmailValidationTest do
   describe "no-op / other fields" do
     test "updating only other attributes on linked member as normal_user does not trigger validation error",
          %{actor: actor} do
-      user_a = create_user_with_permission_set("own_data", actor)
+      user_a = Mv.Fixtures.user_with_role_fixture("own_data")
       linked_member = create_linked_member_for_user(user_a, actor)
-      normal_user_b = create_user_with_permission_set("normal_user", actor)
+      normal_user_b = Mv.Fixtures.user_with_role_fixture("normal_user")
 
       assert {:ok, updated} =
                Membership.update_member(linked_member, %{first_name: "UpdatedName"},
@@ -202,9 +160,9 @@ defmodule Mv.Membership.MemberEmailValidationTest do
     end
 
     test "updating email of linked member as admin succeeds", %{actor: actor} do
-      user_a = create_user_with_permission_set("own_data", actor)
+      user_a = Mv.Fixtures.user_with_role_fixture("own_data")
       linked_member = create_linked_member_for_user(user_a, actor)
-      admin = create_admin_user(actor)
+      admin = Mv.Fixtures.user_with_role_fixture("admin")
 
       new_email = "admin_ok#{System.unique_integer([:positive])}@example.com"
 
@@ -217,7 +175,7 @@ defmodule Mv.Membership.MemberEmailValidationTest do
 
   describe "read_only" do
     test "read_only cannot update any member (policy rejects before validation)", %{actor: actor} do
-      read_only_user = create_user_with_permission_set("read_only", actor)
+      read_only_user = Mv.Fixtures.user_with_role_fixture("read_only")
       linked_member = create_linked_member_for_user(read_only_user, actor)
 
       {:ok, read_only_user} =

test/mv/membership/member_group_policies_test.exs

@@ -0,0 +1,234 @@
+defmodule Mv.Membership.MemberGroupPoliciesTest do
+  @moduledoc """
+  Tests for MemberGroup resource authorization policies.
+
+  Verifies own_data can only read linked member's associations;
+  read_only can read all, cannot create/destroy;
+  normal_user and admin can read, create, destroy.
+  """
+  use Mv.DataCase, async: false
+
+  alias Mv.Membership
+
+  require Ash.Query
+
+  setup do
+    system_actor = Mv.Helpers.SystemActor.get_system_actor()
+    %{actor: system_actor}
+  end
+
+  defp create_member_fixture do
+    Mv.Fixtures.member_fixture()
+  end
+
+  defp create_group_fixture do
+    Mv.Fixtures.group_fixture()
+  end
+
+  defp create_member_group_fixture(member_id, group_id) do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
+
+    {:ok, member_group} =
+      Membership.create_member_group(%{member_id: member_id, group_id: group_id}, actor: admin)
+
+    member_group
+  end
+
+  describe "own_data permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("own_data")
+      member = create_member_fixture()
+      group = create_group_fixture()
+      # Link user to member so actor.member_id is set
+      admin = Mv.Fixtures.user_with_role_fixture("admin")
+
+      user =
+        user
+        |> Ash.Changeset.for_update(:update, %{})
+        |> Ash.Changeset.force_change_attribute(:member_id, member.id)
+        |> Ash.update(actor: admin)
+
+      {:ok, user} = Ash.load(user, :role, domain: Mv.Accounts, actor: actor)
+      mg_linked = create_member_group_fixture(member.id, group.id)
+      # MemberGroup for another member (not linked to user)
+      other_member = create_member_fixture()
+      other_group = create_group_fixture()
+      mg_other = create_member_group_fixture(other_member.id, other_group.id)
+      %{user: user, member: member, group: group, mg_linked: mg_linked, mg_other: mg_other}
+    end
+
+    test "can read member_groups for linked member only", %{user: user, mg_linked: mg_linked} do
+      {:ok, list} =
+        Mv.Membership.MemberGroup
+        |> Ash.read(actor: user, domain: Mv.Membership)
+
+      ids = Enum.map(list, & &1.id)
+      assert mg_linked.id in ids
+      refute Enum.empty?(list)
+    end
+
+    test "list returns only member_groups where member_id == actor.member_id", %{
+      user: user,
+      mg_linked: mg_linked,
+      mg_other: mg_other
+    } do
+      {:ok, list} =
+        Mv.Membership.MemberGroup
+        |> Ash.read(actor: user, domain: Mv.Membership)
+
+      ids = Enum.map(list, & &1.id)
+      assert mg_linked.id in ids
+      refute mg_other.id in ids
+    end
+
+    test "cannot create member_group (returns forbidden)", %{user: user, actor: _actor} do
+      # Use fresh member/group so we assert on Forbidden, not on duplicate validation
+      other_member = create_member_fixture()
+      other_group = create_group_fixture()
+
+      assert {:error, %Ash.Error.Forbidden{}} =
+               Membership.create_member_group(
+                 %{member_id: other_member.id, group_id: other_group.id},
+                 actor: user
+               )
+    end
+
+    test "cannot destroy member_group (returns forbidden)", %{user: user, mg_linked: mg_linked} do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               Membership.destroy_member_group(mg_linked, actor: user)
+    end
+  end
+
+  describe "read_only permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("read_only")
+      member = create_member_fixture()
+      group = create_group_fixture()
+      mg = create_member_group_fixture(member.id, group.id)
+      %{actor: actor, user: user, member: member, group: group, mg: mg}
+    end
+
+    test "can read all member_groups", %{user: user, mg: mg} do
+      {:ok, list} =
+        Mv.Membership.MemberGroup
+        |> Ash.read(actor: user, domain: Mv.Membership)
+
+      ids = Enum.map(list, & &1.id)
+      assert mg.id in ids
+    end
+
+    test "cannot create member_group (returns forbidden)", %{user: user, actor: _actor} do
+      member = create_member_fixture()
+      group = create_group_fixture()
+
+      assert {:error, %Ash.Error.Forbidden{}} =
+               Membership.create_member_group(%{member_id: member.id, group_id: group.id},
+                 actor: user
+               )
+    end
+
+    test "cannot destroy member_group (returns forbidden)", %{user: user, mg: mg} do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               Membership.destroy_member_group(mg, actor: user)
+    end
+  end
+
+  describe "normal_user permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("normal_user")
+      member = create_member_fixture()
+      group = create_group_fixture()
+      mg = create_member_group_fixture(member.id, group.id)
+      %{actor: actor, user: user, member: member, group: group, mg: mg}
+    end
+
+    test "can read all member_groups", %{user: user, mg: mg} do
+      {:ok, list} =
+        Mv.Membership.MemberGroup
+        |> Ash.read(actor: user, domain: Mv.Membership)
+
+      ids = Enum.map(list, & &1.id)
+      assert mg.id in ids
+    end
+
+    test "can create member_group", %{user: user, actor: _actor} do
+      member = create_member_fixture()
+      group = create_group_fixture()
+
+      assert {:ok, _mg} =
+               Membership.create_member_group(%{member_id: member.id, group_id: group.id},
+                 actor: user
+               )
+    end
+
+    test "can destroy member_group", %{user: user, mg: mg} do
+      assert :ok = Membership.destroy_member_group(mg, actor: user)
+    end
+  end
+
+  describe "admin permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("admin")
+      member = create_member_fixture()
+      group = create_group_fixture()
+      mg = create_member_group_fixture(member.id, group.id)
+      %{actor: actor, user: user, member: member, group: group, mg: mg}
+    end
+
+    test "can read all member_groups", %{user: user, mg: mg} do
+      {:ok, list} =
+        Mv.Membership.MemberGroup
+        |> Ash.read(actor: user, domain: Mv.Membership)
+
+      ids = Enum.map(list, & &1.id)
+      assert mg.id in ids
+    end
+
+    test "admin with member_id set (linked to member) still reads all member_groups", %{
+      actor: actor
+    } do
+      # Admin linked to a member (e.g. viewing as member context) must still get :all scope,
+      # not restricted to linked member's groups (bypass is only for own_data).
+      admin = Mv.Fixtures.user_with_role_fixture("admin")
+      linked_member = create_member_fixture()
+      other_member = create_member_fixture()
+      group_a = create_group_fixture()
+      group_b = create_group_fixture()
+
+      admin =
+        admin
+        |> Ash.Changeset.for_update(:update, %{})
+        |> Ash.Changeset.force_change_attribute(:member_id, linked_member.id)
+        |> Ash.update(actor: actor)
+
+      {:ok, admin} = Ash.load(admin, :role, domain: Mv.Accounts, actor: actor)
+
+      mg_linked = create_member_group_fixture(linked_member.id, group_a.id)
+      mg_other = create_member_group_fixture(other_member.id, group_b.id)
+
+      {:ok, list} =
+        Mv.Membership.MemberGroup
+        |> Ash.read(actor: admin, domain: Mv.Membership)
+
+      ids = Enum.map(list, & &1.id)
+      assert mg_linked.id in ids, "Admin with member_id must see linked member's MemberGroups"
+
+      assert mg_other.id in ids,
+             "Admin with member_id must see all MemberGroups (:all), not only linked"
+    end
+
+    test "can create member_group", %{user: user, actor: _actor} do
+      member = create_member_fixture()
+      group = create_group_fixture()
+
+      assert {:ok, _mg} =
+               Membership.create_member_group(%{member_id: member.id, group_id: group.id},
+                 actor: user
+               )
+    end
+
+    test "can destroy member_group", %{user: user, mg: mg} do
+      assert :ok = Membership.destroy_member_group(mg, actor: user)
+    end
+  end
+end

test/mv/membership/member_policies_test.exs

@@ -12,7 +12,6 @@ defmodule Mv.Membership.MemberPoliciesTest do
 
   alias Mv.Membership
   alias Mv.Accounts
-  alias Mv.Authorization
 
   require Ash.Query
 
@@ -21,58 +20,9 @@ defmodule Mv.Membership.MemberPoliciesTest do
     %{actor: system_actor}
   end
 
-  # Helper to create a role with a specific permission set
-  defp create_role_with_permission_set(permission_set_name, actor) do
-    role_name = "Test Role #{permission_set_name} #{System.unique_integer([:positive])}"
-
-    case Authorization.create_role(
-           %{
-             name: role_name,
-             description: "Test role for #{permission_set_name}",
-             permission_set_name: permission_set_name
-           },
-           actor: actor
-         ) do
-      {:ok, role} -> role
-      {:error, error} -> raise "Failed to create role: #{inspect(error)}"
-    end
-  end
-
-  # Helper to create a user with a specific permission set
-  # Returns user with role preloaded (required for authorization)
-  defp create_user_with_permission_set(permission_set_name, actor) do
-    # Create role with permission set
-    role = create_role_with_permission_set(permission_set_name, actor)
-
-    # Create user
-    {:ok, user} =
-      Accounts.User
-      |> Ash.Changeset.for_create(:register_with_password, %{
-        email: "user#{System.unique_integer([:positive])}@example.com",
-        password: "testpassword123"
-      })
-      |> Ash.create(actor: actor)
-
-    # Assign role to user
-    {:ok, user} =
-      user
-      |> Ash.Changeset.for_update(:update, %{})
-      |> Ash.Changeset.manage_relationship(:role, role, type: :append_and_remove)
-      |> Ash.update(actor: actor)
-
-    # Reload user with role preloaded (critical for authorization!)
-    {:ok, user_with_role} = Ash.load(user, :role, domain: Mv.Accounts, actor: actor)
-    user_with_role
-  end
-
-  # Helper to create an admin user (for creating test fixtures)
-  defp create_admin_user(actor) do
-    create_user_with_permission_set("admin", actor)
-  end
-
   # Helper to create a member linked to a user
-  defp create_linked_member_for_user(user, actor) do
-    admin = create_admin_user(actor)
+  defp create_linked_member_for_user(user, _actor) do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
 
     # Create member
     # NOTE: We need to ensure the member is actually persisted to the database
@@ -105,8 +55,8 @@ defmodule Mv.Membership.MemberPoliciesTest do
   end
 
   # Helper to create an unlinked member (no user relationship)
-  defp create_unlinked_member(actor) do
-    admin = create_admin_user(actor)
+  defp create_unlinked_member(_actor) do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
 
     {:ok, member} =
       Membership.create_member(
@@ -123,7 +73,7 @@ defmodule Mv.Membership.MemberPoliciesTest do
 
   describe "own_data permission set (Mitglied)" do
     setup %{actor: actor} do
-      user = create_user_with_permission_set("own_data", actor)
+      user = Mv.Fixtures.user_with_role_fixture("own_data")
       linked_member = create_linked_member_for_user(user, actor)
       unlinked_member = create_unlinked_member(actor)
 
@@ -207,7 +157,7 @@ defmodule Mv.Membership.MemberPoliciesTest do
 
   describe "read_only permission set (Vorstand/Buchhaltung)" do
     setup %{actor: actor} do
-      user = create_user_with_permission_set("read_only", actor)
+      user = Mv.Fixtures.user_with_role_fixture("read_only")
       linked_member = create_linked_member_for_user(user, actor)
       unlinked_member = create_unlinked_member(actor)
 
@@ -273,7 +223,7 @@ defmodule Mv.Membership.MemberPoliciesTest do
 
   describe "normal_user permission set (Kassenwart)" do
     setup %{actor: actor} do
-      user = create_user_with_permission_set("normal_user", actor)
+      user = Mv.Fixtures.user_with_role_fixture("normal_user")
       linked_member = create_linked_member_for_user(user, actor)
       unlinked_member = create_unlinked_member(actor)
 
@@ -330,7 +280,7 @@ defmodule Mv.Membership.MemberPoliciesTest do
 
   describe "admin permission set" do
     setup %{actor: actor} do
-      user = create_user_with_permission_set("admin", actor)
+      user = Mv.Fixtures.user_with_role_fixture("admin")
       linked_member = create_linked_member_for_user(user, actor)
       unlinked_member = create_unlinked_member(actor)
 
@@ -397,7 +347,7 @@ defmodule Mv.Membership.MemberPoliciesTest do
       # read_only has Member.read scope :all, but the special case ensures
       # users can ALWAYS read their linked member, even if they had no read permission.
       # This test verifies the special case works independently of permission sets.
-      user = create_user_with_permission_set("read_only", actor)
+      user = Mv.Fixtures.user_with_role_fixture("read_only")
       linked_member = create_linked_member_for_user(user, actor)
 
       # Reload user to get updated member_id
@@ -416,7 +366,7 @@ defmodule Mv.Membership.MemberPoliciesTest do
     test "own_data user can read linked member (via special case bypass)", %{actor: actor} do
       # own_data has Member.read scope :linked, but the special case ensures
       # users can ALWAYS read their linked member regardless of permission set.
-      user = create_user_with_permission_set("own_data", actor)
+      user = Mv.Fixtures.user_with_role_fixture("own_data")
       linked_member = create_linked_member_for_user(user, actor)
 
       # Reload user to get updated member_id
@@ -437,7 +387,7 @@ defmodule Mv.Membership.MemberPoliciesTest do
     } do
       # Update is NOT handled by special case - it's handled by HasPermission
       # with :linked scope. own_data has Member.update scope :linked.
-      user = create_user_with_permission_set("own_data", actor)
+      user = Mv.Fixtures.user_with_role_fixture("own_data")
       linked_member = create_linked_member_for_user(user, actor)
 
       # Reload user to get updated member_id

test/mv/membership_fees/membership_fee_cycle_policies_test.exs

@@ -0,0 +1,294 @@
+defmodule Mv.MembershipFees.MembershipFeeCyclePoliciesTest do
+  @moduledoc """
+  Tests for MembershipFeeCycle resource authorization policies.
+
+  Verifies own_data can only read :linked (linked member's cycles);
+  read_only can only read (no create/update/destroy);
+  normal_user and admin can read, create, update, destroy (including mark_as_paid).
+  """
+  use Mv.DataCase, async: false
+
+  alias Mv.MembershipFees
+  alias Mv.Membership
+
+  setup do
+    system_actor = Mv.Helpers.SystemActor.get_system_actor()
+    %{actor: system_actor}
+  end
+
+  defp create_member_fixture do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
+
+    {:ok, member} =
+      Membership.create_member(
+        %{
+          first_name: "Test",
+          last_name: "Member",
+          email: "test#{System.unique_integer([:positive])}@example.com"
+        },
+        actor: admin
+      )
+
+    member
+  end
+
+  defp create_fee_type_fixture do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
+
+    {:ok, fee_type} =
+      MembershipFees.create_membership_fee_type(
+        %{
+          name: "Test Fee #{System.unique_integer([:positive])}",
+          amount: Decimal.new("10.00"),
+          interval: :yearly,
+          description: "Test"
+        },
+        actor: admin
+      )
+
+    fee_type
+  end
+
+  defp create_cycle_fixture do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
+    member = create_member_fixture()
+    fee_type = create_fee_type_fixture()
+
+    {:ok, cycle} =
+      MembershipFees.create_membership_fee_cycle(
+        %{
+          member_id: member.id,
+          membership_fee_type_id: fee_type.id,
+          cycle_start: Date.utc_today(),
+          amount: Decimal.new("10.00"),
+          status: :unpaid
+        },
+        actor: admin
+      )
+
+    cycle
+  end
+
+  describe "own_data permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("own_data")
+      linked_member = create_member_fixture()
+      other_member = create_member_fixture()
+      fee_type = create_fee_type_fixture()
+      admin = Mv.Fixtures.user_with_role_fixture("admin")
+
+      user =
+        user
+        |> Ash.Changeset.for_update(:update, %{}, domain: Mv.Accounts)
+        |> Ash.Changeset.force_change_attribute(:member_id, linked_member.id)
+        |> Ash.update(actor: admin, domain: Mv.Accounts)
+
+      {:ok, user} = Ash.load(user, :role, domain: Mv.Accounts, actor: actor)
+
+      {:ok, cycle_linked} =
+        MembershipFees.create_membership_fee_cycle(
+          %{
+            member_id: linked_member.id,
+            membership_fee_type_id: fee_type.id,
+            cycle_start: Date.utc_today(),
+            amount: Decimal.new("10.00"),
+            status: :unpaid
+          },
+          actor: admin
+        )
+
+      {:ok, cycle_other} =
+        MembershipFees.create_membership_fee_cycle(
+          %{
+            member_id: other_member.id,
+            membership_fee_type_id: fee_type.id,
+            cycle_start: Date.add(Date.utc_today(), -365),
+            amount: Decimal.new("10.00"),
+            status: :unpaid
+          },
+          actor: admin
+        )
+
+      %{user: user, cycle_linked: cycle_linked, cycle_other: cycle_other}
+    end
+
+    test "can read only linked member's cycles", %{
+      user: user,
+      cycle_linked: cycle_linked,
+      cycle_other: cycle_other
+    } do
+      {:ok, list} =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.read(actor: user, domain: Mv.MembershipFees)
+
+      ids = Enum.map(list, & &1.id)
+      assert cycle_linked.id in ids
+      refute cycle_other.id in ids
+    end
+  end
+
+  describe "read_only permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("read_only")
+      cycle = create_cycle_fixture()
+      %{actor: actor, user: user, cycle: cycle}
+    end
+
+    test "can read membership_fee_cycles (list)", %{user: user} do
+      {:ok, list} =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.read(actor: user, domain: Mv.MembershipFees)
+
+      assert is_list(list)
+    end
+
+    test "cannot update cycle (returns forbidden)", %{user: user, cycle: cycle} do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.update_membership_fee_cycle(cycle, %{status: :paid}, actor: user)
+    end
+
+    test "cannot mark_as_paid (returns forbidden)", %{user: user, cycle: cycle} do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               cycle
+               |> Ash.Changeset.for_update(:mark_as_paid, %{}, domain: Mv.MembershipFees)
+               |> Ash.update(actor: user, domain: Mv.MembershipFees)
+    end
+
+    test "cannot create cycle (returns forbidden)", %{user: user, actor: _actor} do
+      member = create_member_fixture()
+      fee_type = create_fee_type_fixture()
+
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.create_membership_fee_cycle(
+                 %{
+                   member_id: member.id,
+                   membership_fee_type_id: fee_type.id,
+                   cycle_start: Date.utc_today(),
+                   amount: Decimal.new("10.00"),
+                   status: :unpaid
+                 },
+                 actor: user
+               )
+    end
+
+    test "cannot destroy cycle (returns forbidden)", %{user: user, cycle: cycle} do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.destroy_membership_fee_cycle(cycle, actor: user)
+    end
+  end
+
+  describe "normal_user permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("normal_user")
+      cycle = create_cycle_fixture()
+      %{actor: actor, user: user, cycle: cycle}
+    end
+
+    test "can read membership_fee_cycles (list)", %{user: user} do
+      {:ok, list} =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.read(actor: user, domain: Mv.MembershipFees)
+
+      assert is_list(list)
+    end
+
+    test "can update cycle status", %{user: user, cycle: cycle} do
+      assert {:ok, updated} =
+               MembershipFees.update_membership_fee_cycle(cycle, %{status: :paid}, actor: user)
+
+      assert updated.status == :paid
+    end
+
+    test "can mark_as_paid", %{user: user, cycle: cycle} do
+      assert {:ok, updated} =
+               cycle
+               |> Ash.Changeset.for_update(:mark_as_paid, %{}, domain: Mv.MembershipFees)
+               |> Ash.update(actor: user, domain: Mv.MembershipFees)
+
+      assert updated.status == :paid
+    end
+
+    test "can create cycle", %{user: user, actor: _actor} do
+      member = create_member_fixture()
+      fee_type = create_fee_type_fixture()
+
+      assert {:ok, created} =
+               MembershipFees.create_membership_fee_cycle(
+                 %{
+                   member_id: member.id,
+                   membership_fee_type_id: fee_type.id,
+                   cycle_start: Date.utc_today(),
+                   amount: Decimal.new("10.00"),
+                   status: :unpaid
+                 },
+                 actor: user
+               )
+
+      assert created.member_id == member.id
+    end
+
+    test "can destroy cycle", %{user: user, cycle: cycle} do
+      assert :ok = MembershipFees.destroy_membership_fee_cycle(cycle, actor: user)
+    end
+  end
+
+  describe "admin permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("admin")
+      cycle = create_cycle_fixture()
+      %{actor: actor, user: user, cycle: cycle}
+    end
+
+    test "can read membership_fee_cycles (list)", %{user: user} do
+      {:ok, list} =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.read(actor: user, domain: Mv.MembershipFees)
+
+      assert is_list(list)
+    end
+
+    test "can update cycle", %{user: user, cycle: cycle} do
+      assert {:ok, updated} =
+               MembershipFees.update_membership_fee_cycle(cycle, %{status: :paid}, actor: user)
+
+      assert updated.status == :paid
+    end
+
+    test "can mark_as_paid", %{user: user, cycle: cycle} do
+      cycle_unpaid =
+        cycle
+        |> Ash.Changeset.for_update(:mark_as_unpaid, %{}, domain: Mv.MembershipFees)
+        |> Ash.update!(actor: user, domain: Mv.MembershipFees)
+
+      assert {:ok, updated} =
+               cycle_unpaid
+               |> Ash.Changeset.for_update(:mark_as_paid, %{}, domain: Mv.MembershipFees)
+               |> Ash.update(actor: user, domain: Mv.MembershipFees)
+
+      assert updated.status == :paid
+    end
+
+    test "can create cycle", %{user: user, actor: _actor} do
+      member = create_member_fixture()
+      fee_type = create_fee_type_fixture()
+
+      assert {:ok, created} =
+               MembershipFees.create_membership_fee_cycle(
+                 %{
+                   member_id: member.id,
+                   membership_fee_type_id: fee_type.id,
+                   cycle_start: Date.utc_today(),
+                   amount: Decimal.new("10.00"),
+                   status: :unpaid
+                 },
+                 actor: user
+               )
+
+      assert created.member_id == member.id
+    end
+
+    test "can destroy cycle", %{user: user, cycle: cycle} do
+      assert :ok = MembershipFees.destroy_membership_fee_cycle(cycle, actor: user)
+    end
+  end
+end

test/mv/membership_fees/membership_fee_type_policies_test.exs

@@ -0,0 +1,260 @@
+defmodule Mv.MembershipFees.MembershipFeeTypePoliciesTest do
+  @moduledoc """
+  Tests for MembershipFeeType resource authorization policies.
+
+  Verifies all roles (own_data, read_only, normal_user, admin) can read;
+  only admin can create, update, and destroy; non-admin create/update/destroy → Forbidden.
+  """
+  use Mv.DataCase, async: false
+
+  alias Mv.MembershipFees
+
+  setup do
+    system_actor = Mv.Helpers.SystemActor.get_system_actor()
+    %{actor: system_actor}
+  end
+
+  defp create_membership_fee_type_fixture do
+    admin = Mv.Fixtures.user_with_role_fixture("admin")
+
+    {:ok, fee_type} =
+      MembershipFees.create_membership_fee_type(
+        %{
+          name: "Test Fee #{System.unique_integer([:positive])}",
+          amount: Decimal.new("10.00"),
+          interval: :yearly,
+          description: "Test"
+        },
+        actor: admin
+      )
+
+    fee_type
+  end
+
+  describe "own_data permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("own_data")
+      fee_type = create_membership_fee_type_fixture()
+      %{actor: actor, user: user, fee_type: fee_type}
+    end
+
+    test "can read membership_fee_types (list)", %{user: user} do
+      {:ok, list} =
+        Mv.MembershipFees.MembershipFeeType
+        |> Ash.read(actor: user, domain: Mv.MembershipFees)
+
+      assert is_list(list)
+    end
+
+    test "can read single membership_fee_type", %{user: user, fee_type: fee_type} do
+      {:ok, found} =
+        Ash.get(Mv.MembershipFees.MembershipFeeType, fee_type.id,
+          actor: user,
+          domain: Mv.MembershipFees
+        )
+
+      assert found.id == fee_type.id
+    end
+
+    test "cannot create membership_fee_type (returns forbidden)", %{user: user} do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.create_membership_fee_type(
+                 %{
+                   name: "New Fee #{System.unique_integer([:positive])}",
+                   amount: Decimal.new("5.00"),
+                   interval: :monthly
+                 },
+                 actor: user
+               )
+    end
+
+    test "cannot update membership_fee_type (returns forbidden)", %{
+      user: user,
+      fee_type: fee_type
+    } do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.update_membership_fee_type(fee_type, %{name: "Updated"},
+                 actor: user
+               )
+    end
+
+    test "cannot destroy membership_fee_type (returns forbidden)", %{user: user, actor: _actor} do
+      # Use a fee type with no members/cycles so destroy would succeed if authorized
+      admin = Mv.Fixtures.user_with_role_fixture("admin")
+
+      {:ok, isolated} =
+        MembershipFees.create_membership_fee_type(
+          %{
+            name: "Isolated #{System.unique_integer([:positive])}",
+            amount: Decimal.new("1.00"),
+            interval: :yearly
+          },
+          actor: admin
+        )
+
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.destroy_membership_fee_type(isolated, actor: user)
+    end
+  end
+
+  describe "read_only permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("read_only")
+      fee_type = create_membership_fee_type_fixture()
+      %{actor: actor, user: user, fee_type: fee_type}
+    end
+
+    test "can read membership_fee_types (list)", %{user: user} do
+      {:ok, list} =
+        Mv.MembershipFees.MembershipFeeType
+        |> Ash.read(actor: user, domain: Mv.MembershipFees)
+
+      assert is_list(list)
+    end
+
+    test "cannot create membership_fee_type (returns forbidden)", %{user: user} do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.create_membership_fee_type(
+                 %{
+                   name: "New Fee #{System.unique_integer([:positive])}",
+                   amount: Decimal.new("5.00"),
+                   interval: :monthly
+                 },
+                 actor: user
+               )
+    end
+
+    test "cannot update membership_fee_type (returns forbidden)", %{
+      user: user,
+      fee_type: fee_type
+    } do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.update_membership_fee_type(fee_type, %{name: "Updated"},
+                 actor: user
+               )
+    end
+
+    test "cannot destroy membership_fee_type (returns forbidden)", %{user: user, actor: _actor} do
+      admin = Mv.Fixtures.user_with_role_fixture("admin")
+
+      {:ok, isolated} =
+        MembershipFees.create_membership_fee_type(
+          %{
+            name: "Isolated #{System.unique_integer([:positive])}",
+            amount: Decimal.new("1.00"),
+            interval: :yearly
+          },
+          actor: admin
+        )
+
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.destroy_membership_fee_type(isolated, actor: user)
+    end
+  end
+
+  describe "normal_user permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("normal_user")
+      fee_type = create_membership_fee_type_fixture()
+      %{actor: actor, user: user, fee_type: fee_type}
+    end
+
+    test "can read membership_fee_types (list)", %{user: user} do
+      {:ok, list} =
+        Mv.MembershipFees.MembershipFeeType
+        |> Ash.read(actor: user, domain: Mv.MembershipFees)
+
+      assert is_list(list)
+    end
+
+    test "cannot create membership_fee_type (returns forbidden)", %{user: user} do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.create_membership_fee_type(
+                 %{
+                   name: "New Fee #{System.unique_integer([:positive])}",
+                   amount: Decimal.new("5.00"),
+                   interval: :monthly
+                 },
+                 actor: user
+               )
+    end
+
+    test "cannot update membership_fee_type (returns forbidden)", %{
+      user: user,
+      fee_type: fee_type
+    } do
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.update_membership_fee_type(fee_type, %{name: "Updated"},
+                 actor: user
+               )
+    end
+
+    test "cannot destroy membership_fee_type (returns forbidden)", %{user: user, actor: _actor} do
+      admin = Mv.Fixtures.user_with_role_fixture("admin")
+
+      {:ok, isolated} =
+        MembershipFees.create_membership_fee_type(
+          %{
+            name: "Isolated #{System.unique_integer([:positive])}",
+            amount: Decimal.new("1.00"),
+            interval: :yearly
+          },
+          actor: admin
+        )
+
+      assert {:error, %Ash.Error.Forbidden{}} =
+               MembershipFees.destroy_membership_fee_type(isolated, actor: user)
+    end
+  end
+
+  describe "admin permission set" do
+    setup %{actor: actor} do
+      user = Mv.Fixtures.user_with_role_fixture("admin")
+      fee_type = create_membership_fee_type_fixture()
+      %{actor: actor, user: user, fee_type: fee_type}
+    end
+
+    test "can read membership_fee_types (list)", %{user: user} do
+      {:ok, list} =
+        Mv.MembershipFees.MembershipFeeType
+        |> Ash.read(actor: user, domain: Mv.MembershipFees)
+
+      assert is_list(list)
+    end
+
+    test "can create membership_fee_type", %{user: user} do
+      name = "Admin Fee #{System.unique_integer([:positive])}"
+
+      assert {:ok, created} =
+               MembershipFees.create_membership_fee_type(
+                 %{name: name, amount: Decimal.new("20.00"), interval: :quarterly},
+                 actor: user
+               )
+
+      assert created.name == name
+    end
+
+    test "can update membership_fee_type", %{user: user, fee_type: fee_type} do
+      new_name = "Updated #{System.unique_integer([:positive])}"
+
+      assert {:ok, updated} =
+               MembershipFees.update_membership_fee_type(fee_type, %{name: new_name}, actor: user)
+
+      assert updated.name == new_name
+    end
+
+    test "can destroy membership_fee_type", %{user: user} do
+      {:ok, isolated} =
+        MembershipFees.create_membership_fee_type(
+          %{
+            name: "To Delete #{System.unique_integer([:positive])}",
+            amount: Decimal.new("1.00"),
+            interval: :yearly
+          },
+          actor: user
+        )
+
+      assert :ok = MembershipFees.destroy_membership_fee_type(isolated, actor: user)
+    end
+  end
+end

test/mv_web/helpers/membership_fee_helpers_test.exs

@@ -134,8 +134,8 @@ defmodule MvWeb.Helpers.MembershipFeeHelpersTest do
       # Load cycles with membership_fee_type relationship
       member =
         member
-        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
-        |> Ash.load!(:membership_fee_type)
+        |> Ash.load!([membership_fee_cycles: [:membership_fee_type]], actor: actor)
+        |> Ash.load!(:membership_fee_type, actor: actor)
 
       # Use a fixed date in 2024 to ensure 2023 is last completed
       today = ~D[2024-06-15]
@@ -180,8 +180,8 @@ defmodule MvWeb.Helpers.MembershipFeeHelpersTest do
       # Load cycles and fee type (will be empty)
       member =
         member
-        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
-        |> Ash.load!(:membership_fee_type)
+        |> Ash.load!([membership_fee_cycles: [:membership_fee_type]], actor: actor)
+        |> Ash.load!(:membership_fee_type, actor: actor)
 
       last_cycle = MembershipFeeHelpers.get_last_completed_cycle(member, Date.utc_today())
       assert last_cycle == nil
@@ -245,8 +245,8 @@ defmodule MvWeb.Helpers.MembershipFeeHelpersTest do
       # Load cycles with membership_fee_type relationship
       member =
         member
-        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
-        |> Ash.load!(:membership_fee_type)
+        |> Ash.load!([membership_fee_cycles: [:membership_fee_type]], actor: actor)
+        |> Ash.load!(:membership_fee_type, actor: actor)
 
       result = MembershipFeeHelpers.get_current_cycle(member, today)
 

test/mv_web/live/membership_fee_type_live/form_test.exs

@@ -50,7 +50,7 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
   end
 
   describe "create form" do
-    test "creates new membership fee type", %{conn: conn} do
+    test "creates new membership fee type", %{conn: conn, user: user} do
       {:ok, view, _html} = live(conn, "/membership_fee_types/new")
 
       form_data = %{
@@ -67,12 +67,13 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
 
       assert to == "/membership_fee_types"
 
-      # Verify type was created
+      # Verify type was created (use actor so read is authorized)
       type =
         MembershipFeeType
         |> Ash.Query.filter(name == "New Type")
-        |> Ash.read_one!()
+        |> Ash.read_one!(domain: Mv.MembershipFees, actor: user)
 
+      assert type != nil, "Expected membership fee type to be created"
       assert type.amount == Decimal.new("75.00")
       assert type.interval == :yearly
     end
@@ -140,7 +141,7 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
       assert html =~ "3" || html =~ "members" || html =~ "Mitglieder"
     end
 
-    test "amount change can be confirmed", %{conn: conn} do
+    test "amount change can be confirmed", %{conn: conn, user: user} do
       fee_type = create_fee_type(%{amount: Decimal.new("50.00")})
 
       {:ok, view, _html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
@@ -159,12 +160,17 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
       |> 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))
+      # Amount should be updated (use actor so read is authorized)
+      updated_type =
+        MembershipFeeType
+        |> Ash.Query.filter(id == ^fee_type.id)
+        |> Ash.read_one!(domain: Mv.MembershipFees, actor: user)
+
+      assert updated_type != nil
       assert updated_type.amount == Decimal.new("75.00")
     end
 
-    test "amount change can be cancelled", %{conn: conn} do
+    test "amount change can be cancelled", %{conn: conn, user: user} do
       fee_type = create_fee_type(%{amount: Decimal.new("50.00")})
 
       {:ok, view, _html} = live(conn, "/membership_fee_types/#{fee_type.id}/edit")
@@ -178,8 +184,13 @@ defmodule MvWeb.MembershipFeeTypeLive.FormTest do
       |> element("button[phx-click='cancel_amount_change']")
       |> render_click()
 
-      # Amount should remain unchanged
-      updated_type = Ash.read_one!(MembershipFeeType |> Ash.Query.filter(id == ^fee_type.id))
+      # Amount should remain unchanged (use actor so read is authorized)
+      updated_type =
+        MembershipFeeType
+        |> Ash.Query.filter(id == ^fee_type.id)
+        |> Ash.read_one!(domain: Mv.MembershipFees, actor: user)
+
+      assert updated_type != nil
       assert updated_type.amount == Decimal.new("50.00")
     end
 

test/mv_web/live/profile_navigation_test.exs

@@ -61,6 +61,7 @@ defmodule MvWeb.ProfileNavigationTest do
     end
 
     @tag :skip
+    # credo:disable-for-next-line Credo.Check.Design.TagTODO
     # TODO: Implement user initials in navbar avatar - see issue #170
     test "shows user initials in avatar", %{conn: conn} do
       # Setup: Create and login a user

test/mv_web/member_live/index/membership_fee_status_test.exs

@@ -127,10 +127,12 @@ defmodule MvWeb.MemberLive.Index.MembershipFeeStatusTest do
       create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
 
       # Load cycles with membership_fee_type relationship
+      system_actor = Mv.Helpers.SystemActor.get_system_actor()
+
       member =
         member
-        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
-        |> Ash.load!(:membership_fee_type)
+        |> Ash.load!([membership_fee_cycles: [:membership_fee_type]], actor: system_actor)
+        |> Ash.load!(:membership_fee_type, actor: system_actor)
 
       # Use fixed date in 2024 to ensure 2023 is last completed
       # We need to manually set the date for the helper function
@@ -183,8 +185,8 @@ defmodule MvWeb.MemberLive.Index.MembershipFeeStatusTest do
       # Load cycles with membership_fee_type relationship
       member =
         member
-        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
-        |> Ash.load!(:membership_fee_type)
+        |> Ash.load!([membership_fee_cycles: [:membership_fee_type]], actor: system_actor)
+        |> Ash.load!(:membership_fee_type, actor: system_actor)
 
       status = MembershipFeeStatus.get_cycle_status_for_member(member, true)
 
@@ -222,8 +224,8 @@ defmodule MvWeb.MemberLive.Index.MembershipFeeStatusTest do
       # Load cycles and fee type first (will be empty)
       member =
         member
-        |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
-        |> Ash.load!(:membership_fee_type)
+        |> Ash.load!([membership_fee_cycles: [:membership_fee_type]], actor: system_actor)
+        |> Ash.load!(:membership_fee_type, actor: system_actor)
 
       status = MembershipFeeStatus.get_cycle_status_for_member(member, false)
 
@@ -273,12 +275,14 @@ defmodule MvWeb.MemberLive.Index.MembershipFeeStatusTest do
       member2 = create_member(%{membership_fee_type_id: fee_type.id})
       create_cycle(member2, fee_type, %{cycle_start: last_year_start, status: :unpaid})
 
+      system_actor = Mv.Helpers.SystemActor.get_system_actor()
+
       members =
         [member1, member2]
         |> Enum.map(fn m ->
           m
-          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
-          |> Ash.load!(:membership_fee_type)
+          |> Ash.load!([membership_fee_cycles: [:membership_fee_type]], actor: system_actor)
+          |> Ash.load!(:membership_fee_type, actor: system_actor)
         end)
 
       filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :paid, false)
@@ -300,12 +304,14 @@ defmodule MvWeb.MemberLive.Index.MembershipFeeStatusTest do
       member2 = create_member(%{membership_fee_type_id: fee_type.id})
       create_cycle(member2, fee_type, %{cycle_start: last_year_start, status: :unpaid})
 
+      system_actor = Mv.Helpers.SystemActor.get_system_actor()
+
       members =
         [member1, member2]
         |> Enum.map(fn m ->
           m
-          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
-          |> Ash.load!(:membership_fee_type)
+          |> Ash.load!([membership_fee_cycles: [:membership_fee_type]], actor: system_actor)
+          |> Ash.load!(:membership_fee_type, actor: system_actor)
         end)
 
       filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :unpaid, false)
@@ -327,12 +333,14 @@ defmodule MvWeb.MemberLive.Index.MembershipFeeStatusTest do
       member2 = create_member(%{membership_fee_type_id: fee_type.id})
       create_cycle(member2, fee_type, %{cycle_start: current_year_start, status: :unpaid})
 
+      system_actor = Mv.Helpers.SystemActor.get_system_actor()
+
       members =
         [member1, member2]
         |> Enum.map(fn m ->
           m
-          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
-          |> Ash.load!(:membership_fee_type)
+          |> Ash.load!([membership_fee_cycles: [:membership_fee_type]], actor: system_actor)
+          |> Ash.load!(:membership_fee_type, actor: system_actor)
         end)
 
       filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :paid, true)
@@ -354,12 +362,14 @@ defmodule MvWeb.MemberLive.Index.MembershipFeeStatusTest do
       member2 = create_member(%{membership_fee_type_id: fee_type.id})
       create_cycle(member2, fee_type, %{cycle_start: current_year_start, status: :unpaid})
 
+      system_actor = Mv.Helpers.SystemActor.get_system_actor()
+
       members =
         [member1, member2]
         |> Enum.map(fn m ->
           m
-          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
-          |> Ash.load!(:membership_fee_type)
+          |> Ash.load!([membership_fee_cycles: [:membership_fee_type]], actor: system_actor)
+          |> Ash.load!(:membership_fee_type, actor: system_actor)
         end)
 
       filtered = MembershipFeeStatus.filter_members_by_cycle_status(members, :unpaid, true)
@@ -373,12 +383,14 @@ defmodule MvWeb.MemberLive.Index.MembershipFeeStatusTest do
       member1 = create_member(%{membership_fee_type_id: fee_type.id})
       member2 = create_member(%{membership_fee_type_id: fee_type.id})
 
+      system_actor = Mv.Helpers.SystemActor.get_system_actor()
+
       members =
         [member1, member2]
         |> Enum.map(fn m ->
           m
-          |> Ash.load!(membership_fee_cycles: [:membership_fee_type])
-          |> Ash.load!(:membership_fee_type)
+          |> Ash.load!([membership_fee_cycles: [:membership_fee_type]], actor: system_actor)
+          |> Ash.load!(:membership_fee_type, actor: system_actor)
         end)
 
       # filter_unpaid_members should still work for backwards compatibility

test/mv_web/member_live/show_membership_fees_test.exs

@@ -28,21 +28,6 @@ defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
     |> Ash.create!(actor: system_actor)
   end
 
-  # Helper to create a member
-  defp create_member(attrs) do
-    system_actor = Mv.Helpers.SystemActor.get_system_actor()
-
-    default_attrs = %{
-      first_name: "Test",
-      last_name: "Member",
-      email: "test.member.#{System.unique_integer([:positive])}@example.com"
-    }
-
-    attrs = Map.merge(default_attrs, attrs)
-    {:ok, member} = Mv.Membership.create_member(attrs, actor: system_actor)
-    member
-  end
-
   # Helper to create a cycle
   defp create_cycle(member, fee_type, attrs) do
     system_actor = Mv.Helpers.SystemActor.get_system_actor()
@@ -73,7 +58,7 @@ defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
   describe "cycles table display" do
     test "displays all cycles for member", %{conn: conn} do
       fee_type = create_fee_type(%{interval: :yearly})
-      member = create_member(%{membership_fee_type_id: fee_type.id})
+      member = Mv.Fixtures.member_fixture(%{membership_fee_type_id: fee_type.id})
 
       _cycle1 = create_cycle(member, fee_type, %{cycle_start: ~D[2022-01-01], status: :paid})
       _cycle2 = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
@@ -95,7 +80,7 @@ defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
 
     test "table columns show correct data", %{conn: conn} do
       fee_type = create_fee_type(%{interval: :yearly, amount: Decimal.new("60.00")})
-      member = create_member(%{membership_fee_type_id: fee_type.id})
+      member = Mv.Fixtures.member_fixture(%{membership_fee_type_id: fee_type.id})
 
       create_cycle(member, fee_type, %{
         cycle_start: ~D[2023-01-01],
@@ -124,7 +109,7 @@ defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
       yearly_type = create_fee_type(%{interval: :yearly, name: "Yearly Type"})
       _monthly_type = create_fee_type(%{interval: :monthly, name: "Monthly Type"})
 
-      member = create_member(%{membership_fee_type_id: yearly_type.id})
+      member = Mv.Fixtures.member_fixture(%{membership_fee_type_id: yearly_type.id})
 
       {:ok, _view, html} = live(conn, "/members/#{member.id}")
 
@@ -132,20 +117,30 @@ defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
       assert html =~ "Yearly Type"
     end
 
-    test "shows no type message when no type assigned", %{conn: conn} do
-      member = create_member(%{})
+    test "shows no type message when no type assigned and Regenerate Cycles button is hidden", %{
+      conn: conn
+    } do
+      member = Mv.Fixtures.member_fixture(%{})
 
-      {:ok, _view, html} = live(conn, "/members/#{member.id}")
+      {:ok, view, html} = live(conn, "/members/#{member.id}")
 
       # Should show message about no type assigned
       assert html =~ "No membership fee type assigned" || html =~ "No type"
+
+      # Switch to membership fees tab: message and no Regenerate Cycles button
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      refute has_element?(view, "button[phx-click='regenerate_cycles']"),
+             "Regenerate Cycles should be hidden when no membership fee type is assigned"
     end
   end
 
   describe "status change actions" do
     test "mark as paid works", %{conn: conn} do
       fee_type = create_fee_type(%{interval: :yearly})
-      member = create_member(%{membership_fee_type_id: fee_type.id})
+      member = Mv.Fixtures.member_fixture(%{membership_fee_type_id: fee_type.id})
 
       cycle = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
 
@@ -176,7 +171,7 @@ defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
 
     test "mark as suspended works", %{conn: conn} do
       fee_type = create_fee_type(%{interval: :yearly})
-      member = create_member(%{membership_fee_type_id: fee_type.id})
+      member = Mv.Fixtures.member_fixture(%{membership_fee_type_id: fee_type.id})
 
       cycle = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
 
@@ -207,7 +202,7 @@ defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
 
     test "mark as unpaid works", %{conn: conn} do
       fee_type = create_fee_type(%{interval: :yearly})
-      member = create_member(%{membership_fee_type_id: fee_type.id})
+      member = Mv.Fixtures.member_fixture(%{membership_fee_type_id: fee_type.id})
 
       cycle = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :paid})
 
@@ -240,7 +235,7 @@ defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
   describe "cycle regeneration" do
     test "manual regeneration button exists and can be clicked", %{conn: conn} do
       fee_type = create_fee_type(%{interval: :yearly})
-      member = create_member(%{membership_fee_type_id: fee_type.id})
+      member = Mv.Fixtures.member_fixture(%{membership_fee_type_id: fee_type.id})
 
       {:ok, view, _html} = live(conn, "/members/#{member.id}")
 
@@ -266,7 +261,7 @@ defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
   describe "edge cases" do
     test "handles members without membership fee type gracefully", %{conn: conn} do
       # No fee type
-      member = create_member(%{})
+      member = Mv.Fixtures.member_fixture(%{})
 
       {:ok, _view, html} = live(conn, "/members/#{member.id}")
 
@@ -274,4 +269,120 @@ defmodule MvWeb.MemberLive.ShowMembershipFeesTest do
       assert html =~ member.first_name
     end
   end
+
+  describe "read_only user (Vorstand/Buchhaltung) - no cycle action buttons" do
+    @tag role: :read_only
+    test "read_only does not see Regenerate Cycles, Delete All Cycles, or Create Cycle buttons",
+         %{
+           conn: conn
+         } do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = Mv.Fixtures.member_fixture(%{membership_fee_type_id: fee_type.id})
+      _cycle = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}")
+
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      refute has_element?(view, "button[phx-click='regenerate_cycles']")
+      refute has_element?(view, "button[phx-click='delete_all_cycles']")
+      refute has_element?(view, "button[phx-click='open_create_cycle_modal']")
+    end
+
+    @tag role: :read_only
+    test "read_only does not see Paid, Unpaid, Suspended, or Delete buttons in cycles table", %{
+      conn: conn
+    } do
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = Mv.Fixtures.member_fixture(%{membership_fee_type_id: fee_type.id})
+      cycle = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}")
+
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      # Row action buttons must not be present for read_only
+      refute has_element?(view, "button[phx-click='mark_cycle_status']")
+      refute has_element?(view, "button[phx-click='delete_cycle']")
+      # Sanity: cycle row is present (read is allowed)
+      assert has_element?(view, "tr[id='cycle-#{cycle.id}']")
+    end
+  end
+
+  describe "read_only cannot delete all cycles (policy enforced via Ash.destroy)" do
+    @tag role: :read_only
+    test "Ash.destroy returns Forbidden for read_only so handler would reject", %{
+      current_user: read_only_user
+    } do
+      # The handler uses Ash.destroy per cycle, so if the handler were triggered
+      # (e.g. via dev tools), the server would enforce policy and show an error.
+      # This test verifies that Ash.destroy(cycle, actor: read_only_user) returns Forbidden.
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = Mv.Fixtures.member_fixture(%{membership_fee_type_id: fee_type.id})
+      cycle = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      assert {:error, %Ash.Error.Forbidden{}} =
+               Ash.destroy(cycle, domain: Mv.MembershipFees, actor: read_only_user)
+    end
+  end
+
+  describe "read_only cannot trigger regenerate_cycles (handler enforces can?)" do
+    @tag role: :read_only
+    test "read_only cannot create MembershipFeeCycle so regenerate_cycles handler would show flash error",
+         %{current_user: read_only_user} do
+      # The regenerate_cycles handler checks can?(actor, :create, MembershipFeeCycle) before
+      # calling the generator. If a read_only user triggered the event (e.g. via DevTools),
+      # the handler returns flash error and no new cycles are created.
+      # This test verifies the condition the handler uses.
+      refute MvWeb.Authorization.can?(read_only_user, :create, MembershipFeeCycle),
+             "read_only must not be allowed to create MembershipFeeCycle so handler rejects regenerate_cycles"
+    end
+  end
+
+  describe "confirm_delete_all_cycles handler (policy enforced)" do
+    @tag role: :admin
+    test "admin can delete all cycles via UI and cycles are removed", %{conn: conn} do
+      # Use English locale so confirmation "Yes" matches gettext("Yes")
+      conn = put_session(conn, :locale, "en")
+
+      fee_type = create_fee_type(%{interval: :yearly})
+      member = Mv.Fixtures.member_fixture(%{membership_fee_type_id: fee_type.id})
+      _c1 = create_cycle(member, fee_type, %{cycle_start: ~D[2022-01-01], status: :paid})
+      _c2 = create_cycle(member, fee_type, %{cycle_start: ~D[2023-01-01], status: :unpaid})
+
+      {:ok, view, _html} = live(conn, "/members/#{member.id}")
+
+      view
+      |> element("button[phx-click='switch_tab'][phx-value-tab='membership_fees']")
+      |> render_click()
+
+      view
+      |> element("button[phx-click='delete_all_cycles']")
+      |> render_click()
+
+      view
+      |> element("input[phx-keyup='update_delete_all_confirmation']")
+      |> render_keyup(%{"value" => "Yes"})
+
+      view
+      |> element("button[phx-click='confirm_delete_all_cycles']")
+      |> render_click()
+
+      _html = render(view)
+
+      system_actor = Mv.Helpers.SystemActor.get_system_actor()
+
+      remaining =
+        Mv.MembershipFees.MembershipFeeCycle
+        |> Ash.Query.filter(member_id == ^member.id)
+        |> Ash.read!(actor: system_actor)
+
+      assert remaining == [],
+             "Expected all cycles to be deleted (handler enforces policy via Ash.destroy)"
+    end
+  end
 end

test/mv_web/plugs/check_page_permission_test.exs

@@ -742,6 +742,18 @@ defmodule MvWeb.Plugs.CheckPagePermissionTest do
       assert conn.status == 200
     end
 
+    @tag role: :normal_user
+    test "GET /groups/new returns 200", %{conn: conn} do
+      conn = get(conn, "/groups/new")
+      assert conn.status == 200
+    end
+
+    @tag role: :normal_user
+    test "GET /groups/:slug/edit returns 200", %{conn: conn, group_slug: slug} do
+      conn = get(conn, "/groups/#{slug}/edit")
+      assert conn.status == 200
+    end
+
     @tag role: :normal_user
     test "GET /members/:id/show/edit returns 200", %{conn: conn, member_id: id} do
       conn = get(conn, "/members/#{id}/show/edit")
@@ -830,22 +842,6 @@ defmodule MvWeb.Plugs.CheckPagePermissionTest do
       assert redirected_to(conn) == "/users/#{user.id}"
     end
 
-    @tag role: :normal_user
-    test "GET /groups/new redirects to user profile", %{conn: conn, current_user: user} do
-      conn = get(conn, "/groups/new")
-      assert redirected_to(conn) == "/users/#{user.id}"
-    end
-
-    @tag role: :normal_user
-    test "GET /groups/:slug/edit redirects to user profile", %{
-      conn: conn,
-      current_user: user,
-      group_slug: slug
-    } do
-      conn = get(conn, "/groups/#{slug}/edit")
-      assert redirected_to(conn) == "/users/#{user.id}"
-    end
-
     @tag role: :normal_user
     test "GET /admin/roles redirects to user profile", %{conn: conn, current_user: user} do
       conn = get(conn, "/admin/roles")

test/mv_web/user_live/form_test.exs

@@ -213,6 +213,35 @@ defmodule MvWeb.UserLive.FormTest do
       assert not is_nil(updated_user.hashed_password)
       assert updated_user.hashed_password != ""
     end
+
+    test "admin can change user role and change persists", %{conn: conn} do
+      system_actor = Mv.Helpers.SystemActor.get_system_actor()
+
+      role_a = Mv.Fixtures.role_fixture("normal_user")
+      role_b = Mv.Fixtures.role_fixture("read_only")
+
+      user = create_test_user(%{email: "rolechange@example.com"})
+      {:ok, user} = Mv.Accounts.update_user(user, %{role_id: role_a.id}, actor: system_actor)
+      assert user.role_id == role_a.id
+
+      {:ok, view, _html} = setup_live_view(conn, "/users/#{user.id}/edit")
+
+      view
+      |> form("#user-form",
+        user: %{
+          email: "rolechange@example.com",
+          role_id: role_b.id
+        }
+      )
+      |> render_submit()
+
+      assert_redirected(view, "/users")
+
+      updated_user = Ash.reload!(user, domain: Mv.Accounts, actor: system_actor)
+
+      assert updated_user.role_id == role_b.id,
+             "Expected role_id to persist as #{role_b.id}, got #{inspect(updated_user.role_id)}"
+    end
   end
 
   describe "edit user form - validation" do

test/mv_web/user_live/index_test.exs

@@ -55,7 +55,6 @@ defmodule MvWeb.UserLive.IndexTest do
 
       # Should show ascending indicator (up arrow)
       assert html =~ "hero-chevron-up"
-      assert html =~ ~s(aria-sort="ascending")
 
       # Test actual sort order: alpha should appear before mike, mike before zulu
       alpha_pos = html |> :binary.match("alpha@example.com") |> elem(0)
@@ -76,7 +75,6 @@ defmodule MvWeb.UserLive.IndexTest do
 
       # Should now show descending indicator (down arrow)
       assert html =~ "hero-chevron-down"
-      assert html =~ ~s(aria-sort="descending")
 
       # Test actual sort order reversed: zulu should now appear before mike, mike before alpha
       alpha_pos = html |> :binary.match("alpha@example.com") |> elem(0)
@@ -107,7 +105,6 @@ defmodule MvWeb.UserLive.IndexTest do
       # Click again to toggle back to ascending
       html = view |> element("button[phx-value-field='email']") |> render_click()
       assert html =~ "hero-chevron-up"
-      assert html =~ ~s(aria-sort="ascending")
 
       # Should be back to original ascending order
       alpha_pos = html |> :binary.match("alpha@example.com") |> elem(0)
@@ -379,6 +376,45 @@ defmodule MvWeb.UserLive.IndexTest do
     end
   end
 
+  describe "Password column display" do
+    test "user without password shows em dash in Password column", %{conn: conn} do
+      # User created with hashed_password: nil (no password) - must not get default password
+      user_no_pw =
+        create_test_user(%{
+          email: "no-password@example.com",
+          hashed_password: nil
+        })
+
+      conn = conn_with_oidc_user(conn)
+      {:ok, view, html} = live(conn, "/users")
+
+      assert html =~ "no-password@example.com"
+
+      # Password column must show "—" (em dash) for user without password, not "Enabled"
+      row = view |> element("tr#row-#{user_no_pw.id}") |> render()
+      assert row =~ "—", "Password column should show em dash for user without password"
+
+      refute row =~ "Enabled",
+             "Password column must not show Enabled when user has no password"
+    end
+
+    test "user with password shows Enabled in Password column", %{conn: conn} do
+      user_with_pw =
+        create_test_user(%{
+          email: "with-password@example.com",
+          password: "test123"
+        })
+
+      conn = conn_with_oidc_user(conn)
+      {:ok, view, html} = live(conn, "/users")
+
+      assert html =~ "with-password@example.com"
+
+      row = view |> element("tr#row-#{user_with_pw.id}") |> render()
+      assert row =~ "Enabled", "Password column should show Enabled when user has password"
+    end
+  end
+
   describe "member linking display" do
     @tag :slow
     test "displays linked member name in user list", %{conn: conn} do