Implements exporting groups closes #428 #435

Merged
carla merged 6 commits from feature/428_export_groups into main 2026-02-23 16:25:42 +01:00
6 changed files with 98 additions and 6 deletions
Showing only changes of commit 01f62297fc - Show all commits

View file

@ -16,7 +16,7 @@ defmodule Mv.Membership.MemberExport do
alias MvWeb.MemberLive.Index.MembershipFeeStatus
@member_fields_allowlist (Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)) ++
["membership_fee_status"]
["membership_fee_status", "groups"]
@computed_export_fields ["membership_fee_status"]
@computed_insert_after "membership_fee_start_date"
@custom_field_prefix Mv.Constants.custom_field_prefix()
@ -323,10 +323,14 @@ defmodule Mv.Membership.MemberExport do
|> Enum.filter(&(&1 in @domain_member_field_strings))
|> order_member_fields_like_table()
# final member_fields list (used for column specs order): table order + computed inserted
# Separate groups from other fields (groups is handled as a special field, not a member field)
groups_field = if "groups" in member_fields, do: ["groups"], else: []
# final member_fields list (used for column specs order): table order + computed inserted + groups
ordered_member_fields =
selectable_member_fields
|> insert_computed_fields_like_table(computed_fields)
|> then(fn fields -> fields ++ groups_field end)
%{
selected_ids: filter_valid_uuids(extract_list(params, "selected_ids")),

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@ -132,12 +132,15 @@ defmodule Mv.Membership.MemberExport.Build do
parsed.computed_fields != [] or
"membership_fee_status" in parsed.member_fields
need_groups = "groups" in parsed.member_fields
query =
Member
|> Ash.Query.new()
|> Ash.Query.select(select_fields)
|> load_custom_field_values_query(custom_field_ids_union)
|> maybe_load_cycles(need_cycles, parsed.show_current_cycle)
|> maybe_load_groups(need_groups)
query =
if parsed.selected_ids != [] do
@ -294,6 +297,13 @@ defmodule Mv.Membership.MemberExport.Build do
MembershipFeeStatus.load_cycles_for_members(query, show_current)
end
defp maybe_load_groups(query, false), do: query
defp maybe_load_groups(query, true) do
# Load groups with id and name only (for export formatting)
Ash.Query.load(query, groups: [:id, :name])
end
defp apply_cycle_status_filter(members, nil, _show_current), do: members
defp apply_cycle_status_filter(members, status, show_current) when status in [:paid, :unpaid] do
@ -343,6 +353,19 @@ defmodule Mv.Membership.MemberExport.Build do
}
end)
groups_col =
if "groups" in parsed.member_fields do
[
%{
key: :groups,
kind: :groups,
label: label_fn.(:groups)
}
]
else
[]
end
custom_cols =
parsed.custom_field_ids
|> Enum.map(fn id ->
@ -361,7 +384,7 @@ defmodule Mv.Membership.MemberExport.Build do
end)
|> Enum.reject(&is_nil/1)
member_cols ++ computed_cols ++ custom_cols
member_cols ++ computed_cols ++ groups_col ++ custom_cols
end
defp build_rows(members, columns, custom_fields_by_id) do
@ -391,6 +414,11 @@ defmodule Mv.Membership.MemberExport.Build do
if is_binary(value), do: value, else: ""
end
defp cell_value(member, %{kind: :groups, key: :groups}, _custom_fields_by_id) do
groups = Map.get(member, :groups) || []
format_groups(groups)
end
defp key_to_atom(k) when is_atom(k), do: k
defp key_to_atom(k) when is_binary(k) do
@ -424,6 +452,15 @@ defmodule Mv.Membership.MemberExport.Build do
defp format_member_value(%NaiveDateTime{} = dt), do: NaiveDateTime.to_iso8601(dt)
defp format_member_value(value), do: to_string(value)
defp format_groups([]), do: ""
defp format_groups(groups) when is_list(groups) do
groups
|> Enum.map(fn group -> Map.get(group, :name) || "" end)
|> Enum.reject(&(&1 == ""))
|> Enum.join(", ")
end
defp build_meta(members) do
%{
generated_at: DateTime.utc_now() |> DateTime.to_iso8601(),

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@ -59,6 +59,11 @@ defmodule Mv.Membership.MembersCSV do
if is_binary(value), do: value, else: ""
end
defp cell_value(member, %{kind: :groups, key: :groups}) do
groups = Map.get(member, :groups) || []
format_groups(groups)
end
defp key_to_atom(k) when is_atom(k), do: k
defp key_to_atom(k) when is_binary(k) do
@ -97,4 +102,13 @@ defmodule Mv.Membership.MembersCSV do
defp format_member_value(%DateTime{} = dt), do: DateTime.to_iso8601(dt)
defp format_member_value(%NaiveDateTime{} = dt), do: NaiveDateTime.to_iso8601(dt)
defp format_member_value(value), do: to_string(value)
defp format_groups([]), do: ""
defp format_groups(groups) when is_list(groups) do
groups
|> Enum.map(fn group -> Map.get(group, :name) || "" end)
|> Enum.reject(&(&1 == ""))
|> Enum.join(", ")
end
end

View file

@ -18,7 +18,8 @@ defmodule MvWeb.MemberExportController do
alias MvWeb.MemberLive.Index.MembershipFeeStatus
use Gettext, backend: MvWeb.Gettext
@member_fields_allowlist Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)
@member_fields_allowlist (Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)) ++
["groups"]
@computed_export_fields ["membership_fee_status"]
@custom_field_prefix Mv.Constants.custom_field_prefix()
@ -83,6 +84,7 @@ defmodule MvWeb.MemberExportController do
domain_fields = Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)
selectable = Enum.filter(member_fields, fn f -> f in domain_fields end)
computed = Enum.filter(member_fields, fn f -> f in @computed_export_fields end)
# "groups" is neither a domain field nor a computed field, it's handled separately
{selectable, computed}
end
@ -235,12 +237,15 @@ defmodule MvWeb.MemberExportController do
need_cycles =
parsed.computed_fields != [] and "membership_fee_status" in parsed.computed_fields
need_groups = "groups" in parsed.member_fields
query =
Member
|> Ash.Query.new()
|> Ash.Query.select(select_fields)
|> load_custom_field_values_query(parsed.custom_field_ids)
|> maybe_load_cycles(need_cycles, parsed.show_current_cycle)
|> maybe_load_groups(need_groups)
query =
if parsed.selected_ids != [] do
@ -284,6 +289,13 @@ defmodule MvWeb.MemberExportController do
MembershipFeeStatus.load_cycles_for_members(query, show_current)
end
defp maybe_load_groups(query, false), do: query
defp maybe_load_groups(query, true) do
# Load groups with id and name only (for export formatting)
Ash.Query.load(query, groups: [:id, :name])
end
# Adds computed field values to members (e.g. membership_fee_status)
defp add_computed_fields(members, computed_fields, show_current_cycle) do
if "membership_fee_status" in computed_fields do
@ -441,6 +453,19 @@ defmodule MvWeb.MemberExportController do
}
end)
groups_col =
if "groups" in parsed.member_fields do
[
%{
header: groups_field_header(conn),
kind: :groups,
key: :groups
}
]
else
[]
end
custom_cols =
parsed.custom_field_ids
|> Enum.map(fn id ->
@ -459,7 +484,7 @@ defmodule MvWeb.MemberExportController do
end)
|> Enum.reject(&is_nil/1)
member_cols ++ computed_cols ++ custom_cols
member_cols ++ computed_cols ++ groups_col ++ custom_cols
end
# --- headers: use MemberFields.label for translations ---
@ -499,6 +524,10 @@ defmodule MvWeb.MemberExportController do
cf.name
end
defp groups_field_header(_conn) do
MemberFields.label(:groups)
end
defp humanize_field(str) do
str
|> String.replace("_", " ")

View file

@ -1620,6 +1620,10 @@ defmodule MvWeb.MemberLive.Index do
FieldVisibility.computed_member_fields()
|> Enum.filter(&(&1 in member_fields_computed))
# Groups is always included in export if it's visible in the table
# (groups column is always shown in the table, so we always include it in export)
member_fields_with_groups = ordered_member_fields_db ++ ["groups"]
# Order custom fields like the table (same as dynamic_cols / all_custom_fields order)
ordered_custom_field_ids =
socket.assigns.all_custom_fields
@ -1628,7 +1632,10 @@ defmodule MvWeb.MemberLive.Index do
%{
selected_ids: socket.assigns.selected_members |> MapSet.to_list(),
member_fields: Enum.map(ordered_member_fields_db, &Atom.to_string/1),
member_fields: Enum.map(member_fields_with_groups, fn
f when is_atom(f) -> Atom.to_string(f)
f when is_binary(f) -> f
end),
computed_fields: Enum.map(ordered_computed_fields, &Atom.to_string/1),
custom_field_ids: ordered_custom_field_ids,
column_order:

View file

@ -29,6 +29,7 @@ defmodule MvWeb.Translations.MemberFields do
def label(:postal_code), do: gettext("Postal Code")
def label(:membership_fee_start_date), do: gettext("Membership Fee Start Date")
def label(:membership_fee_status), do: gettext("Membership Fee Status")
def label(:groups), do: gettext("Groups")
# Fallback for unknown fields
def label(field) do