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
11 changed files with 253 additions and 49 deletions

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")),

View file

@ -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
@ -241,16 +244,22 @@ defmodule Mv.Membership.MemberExport.Build do
defp maybe_sort(query, _field, nil), do: {query, false}
defp maybe_sort(query, field, order) when is_binary(field) do
if custom_field_sort?(field) do
{query, true}
else
field_atom = String.to_existing_atom(field)
cond do
field == "groups" ->
# Groups sort → in-memory nach dem Read (wie Tabelle)
{query, true}
if field_atom in (Mv.Constants.member_fields() -- [:notes]) do
{Ash.Query.sort(query, [{field_atom, String.to_existing_atom(order)}]), false}
else
{query, false}
end
custom_field_sort?(field) ->
{query, true}
true ->
field_atom = String.to_existing_atom(field)
if field_atom in (Mv.Constants.member_fields() -- [:notes]) do
{Ash.Query.sort(query, [{field_atom, String.to_existing_atom(order)}]), false}
else
{query, false}
end
end
rescue
ArgumentError -> {query, false}
@ -260,11 +269,25 @@ defmodule Mv.Membership.MemberExport.Build do
do: []
defp sort_members_by_custom_field(members, field, order, custom_fields) when is_binary(field) do
if field == "groups" do
sort_members_by_groups_export(members, order)
else
sort_by_custom_field_value(members, field, order, custom_fields)
end
end
defp sort_by_custom_field_value(members, field, order, custom_fields) do
id_str = String.trim_leading(field, @custom_field_prefix)
custom_field = Enum.find(custom_fields, fn cf -> to_string(cf.id) == id_str end)
if is_nil(custom_field), do: members
if is_nil(custom_field) do
members
else
sort_members_with_custom_field(members, custom_field, order)
end
end
defp sort_members_with_custom_field(members, custom_field, order) do
key_fn = fn member ->
cfv = find_cfv(member, custom_field)
raw = if cfv, do: cfv.value, else: nil
@ -277,6 +300,26 @@ defmodule Mv.Membership.MemberExport.Build do
|> Enum.map(fn {m, _} -> m end)
end
defp sort_members_by_groups_export(members, order) do
# Members with groups first, then by first group name alphabetically (min = first by sort order)
# Match table behavior from MvWeb.MemberLive.Index.sort_members_by_groups/2
first_group_name = fn member ->
(member.groups || [])
|> Enum.map(& &1.name)
|> Enum.min(fn -> nil end)
end
members
|> Enum.sort_by(fn member ->
name = first_group_name.(member)
# Nil (no groups) sorts last in asc, first in desc
{name == nil, name || ""}
end)
|> then(fn list ->
if order == "desc", do: Enum.reverse(list), else: list
end)
end
defp find_cfv(member, custom_field) do
(member.custom_field_values || [])
|> Enum.find(fn cfv ->
@ -294,6 +337,13 @@ 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 +393,19 @@ 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 +424,7 @@ 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 +454,11 @@ 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 +492,15 @@ 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(),

View file

@ -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
@ -329,17 +341,23 @@ defmodule MvWeb.MemberExportController do
defp maybe_sort_export(query, _field, nil), do: {query, false}
defp maybe_sort_export(query, field, order) when is_binary(field) do
if custom_field_sort?(field) do
# Custom field sort → in-memory nach dem Read (wie Tabelle)
{query, true}
else
field_atom = String.to_existing_atom(field)
cond do
field == "groups" ->
# Groups sort → in-memory nach dem Read (wie Tabelle)
{query, true}
if field_atom in (Mv.Constants.member_fields() -- [:notes]) do
{Ash.Query.sort(query, [{field_atom, String.to_existing_atom(order)}]), false}
else
{query, false}
end
custom_field_sort?(field) ->
# Custom field sort → in-memory nach dem Read (wie Tabelle)
{query, true}
true ->
field_atom = String.to_existing_atom(field)
if field_atom in (Mv.Constants.member_fields() -- [:notes]) do
{Ash.Query.sort(query, [{field_atom, String.to_existing_atom(order)}]), false}
else
{query, false}
end
end
rescue
ArgumentError -> {query, false}
@ -358,6 +376,15 @@ defmodule MvWeb.MemberExportController do
defp sort_members_by_custom_field_export(members, field, order, custom_fields)
when is_binary(field) do
order = order || "asc"
if field == "groups" do
sort_members_by_groups_export(members, order)
else
sort_by_custom_field_value(members, field, order, custom_fields)
end
end
defp sort_by_custom_field_value(members, field, order, custom_fields) do
id_str = String.trim_leading(field, @custom_field_prefix)
custom_field =
@ -387,6 +414,26 @@ defmodule MvWeb.MemberExportController do
end
end
defp sort_members_by_groups_export(members, order) do
# Members with groups first, then by first group name alphabetically (min = first by sort order)
# Match table behavior from MvWeb.MemberLive.Index.sort_members_by_groups/2
first_group_name = fn member ->
(member.groups || [])
|> Enum.map(& &1.name)
|> Enum.min(fn -> nil end)
end
members
|> Enum.sort_by(fn member ->
name = first_group_name.(member)
# Nil (no groups) sorts last in asc, first in desc
{name == nil, name || ""}
end)
|> then(fn list ->
if order == "desc", do: Enum.reverse(list), else: list
end)
end
defp has_non_empty_custom_field_value?(member, custom_field) do
case find_cfv(member, custom_field) do
nil ->
@ -441,6 +488,19 @@ 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 +519,7 @@ 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 +559,10 @@ 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

@ -682,6 +682,19 @@ defmodule MvWeb.MemberLive.Index do
|> update_selection_assigns()
end
# Update sort components after rendering
socket =
if socket.assigns[:sort_needs_update] do
old_field = socket.assigns[:previous_sort_field] || socket.assigns.sort_field
socket
|> update_sort_components(old_field, socket.assigns.sort_field, socket.assigns.sort_order)
|> assign(:sort_needs_update, false)
|> assign(:previous_sort_field, nil)
else
socket
end
{:noreply, socket}
end
@ -940,9 +953,10 @@ defmodule MvWeb.MemberLive.Index do
)
# Sort in memory if needed (custom fields, groups, group_count; computed fields are blocked)
# Note: :groups is in computed_member_fields() but can be sorted in-memory, so we only block :membership_fee_status
members =
if sort_after_load and
socket.assigns.sort_field not in FieldVisibility.computed_member_fields() do
socket.assigns.sort_field != :membership_fee_status do
sort_members_in_memory(
members,
socket.assigns.sort_field,
@ -1044,21 +1058,15 @@ defmodule MvWeb.MemberLive.Index do
defp maybe_sort(query, _field, nil, _custom_fields), do: {query, false}
defp maybe_sort(query, field, order, _custom_fields) do
if computed_field?(field) do
# :groups is in computed_member_fields() but can be sorted in-memory
# Only :membership_fee_status should be blocked from sorting
if field == :membership_fee_status or field == "membership_fee_status" do
{query, false}
else
apply_sort_to_query(query, field, order)
end
end
defp computed_field?(field) do
computed_atoms = FieldVisibility.computed_member_fields()
computed_strings = Enum.map(computed_atoms, &Atom.to_string/1)
(is_atom(field) and field in computed_atoms) or
(is_binary(field) and field in computed_strings)
end
defp apply_sort_to_query(query, field, order) do
cond do
# Groups sort -> after load (in memory)
@ -1086,13 +1094,19 @@ defmodule MvWeb.MemberLive.Index do
end
defp valid_sort_field?(field) when is_atom(field) do
if field in FieldVisibility.computed_member_fields(),
do: false,
else: valid_sort_field_db_or_custom?(field)
# :groups is in computed_member_fields() but can be sorted
# Only :membership_fee_status should be blocked
if field == :membership_fee_status do
false
else
valid_sort_field_db_or_custom?(field)
end
end
defp valid_sort_field?(field) when is_binary(field) do
if field in Enum.map(FieldVisibility.computed_member_fields(), &Atom.to_string/1) do
# "groups" is in computed_member_fields() but can be sorted
# Only "membership_fee_status" should be blocked
if field == "membership_fee_status" do
false
else
valid_sort_field_db_or_custom?(field)
@ -1249,10 +1263,13 @@ defmodule MvWeb.MemberLive.Index do
defp maybe_update_sort(socket, %{"sort_field" => sf, "sort_order" => so}) do
field = determine_field(socket.assigns.sort_field, sf)
order = determine_order(socket.assigns.sort_order, so)
old_field = socket.assigns.sort_field
socket
|> assign(:sort_field, field)
|> assign(:sort_order, order)
|> assign(:sort_needs_update, old_field != field or socket.assigns.sort_order != order)
|> assign(:previous_sort_field, old_field)
end
defp maybe_update_sort(socket, _), do: socket
@ -1261,17 +1278,27 @@ defmodule MvWeb.MemberLive.Index do
defp determine_field(default, nil), do: default
defp determine_field(default, sf) when is_binary(sf) do
computed_strings = Enum.map(FieldVisibility.computed_member_fields(), &Atom.to_string/1)
# Handle "groups" specially - it's in computed_member_fields() but can be sorted
if sf == "groups" do
:groups
else
computed_strings = Enum.map(FieldVisibility.computed_member_fields(), &Atom.to_string/1)
if sf in computed_strings,
do: default,
else: determine_field_after_computed_check(default, sf)
if sf in computed_strings,
do: default,
else: determine_field_after_computed_check(default, sf)
end
end
defp determine_field(default, sf) when is_atom(sf) do
if sf in FieldVisibility.computed_member_fields(),
do: default,
else: determine_field_after_computed_check(default, sf)
# Handle :groups specially - it's in computed_member_fields() but can be sorted
if sf == :groups do
:groups
else
if sf in FieldVisibility.computed_member_fields(),
do: default,
else: determine_field_after_computed_check(default, sf)
end
end
defp determine_field(default, _), do: default
@ -1620,6 +1647,14 @@ defmodule MvWeb.MemberLive.Index do
FieldVisibility.computed_member_fields()
|> Enum.filter(&(&1 in member_fields_computed))
# Include groups in export only if it's visible in the table
member_fields_with_groups =
if :groups in socket.assigns[:member_fields_visible] do
ordered_member_fields_db ++ ["groups"]
else
ordered_member_fields_db
end
# 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 +1663,11 @@ 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

@ -331,6 +331,7 @@
</:col>
<:col
:let={member}
:if={:groups in @member_fields_visible}
label={
~H"""
<.live_component

View file

@ -28,7 +28,8 @@ defmodule MvWeb.MemberLive.Index.FieldVisibility do
alias Mv.Membership.Helpers.VisibilityConfig
# Single UI key for "Membership Fee Status"; only this appears in the dropdown.
@pseudo_member_fields [:membership_fee_status]
# Groups is also a pseudo field (not a DB attribute, but displayed in the table).
@pseudo_member_fields [:membership_fee_status, :groups]
# Export/API may accept this as alias; must not appear in the UI options list.
@export_only_alias :payment_status
@ -201,7 +202,7 @@ defmodule MvWeb.MemberLive.Index.FieldVisibility do
"""
@spec get_visible_member_fields_computed(%{String.t() => boolean()}) :: [atom()]
def get_visible_member_fields_computed(field_selection) when is_map(field_selection) do
computed_set = MapSet.new(@pseudo_member_fields)
computed_set = MapSet.new([:membership_fee_status])
field_selection
|> Enum.filter(fn {field_string, visible} ->

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

View file

@ -2218,6 +2218,7 @@ msgstr "Gruppe erfolgreich gespeichert."
#: lib/mv_web/live/group_live/index.ex
#: lib/mv_web/live/member_live/index.html.heex
#: lib/mv_web/live/member_live/show.ex
#: lib/mv_web/translations/member_fields.ex
#, elixir-autogen, elixir-format
msgid "Groups"
msgstr "Gruppen"

View file

@ -2219,6 +2219,7 @@ msgstr ""
#: lib/mv_web/live/group_live/index.ex
#: lib/mv_web/live/member_live/index.html.heex
#: lib/mv_web/live/member_live/show.ex
#: lib/mv_web/translations/member_fields.ex
#, elixir-autogen, elixir-format
msgid "Groups"
msgstr ""

View file

@ -2219,6 +2219,7 @@ msgstr ""
#: lib/mv_web/live/group_live/index.ex
#: lib/mv_web/live/member_live/index.html.heex
#: lib/mv_web/live/member_live/show.ex
#: lib/mv_web/translations/member_fields.ex
#, elixir-autogen, elixir-format
msgid "Groups"
msgstr ""