Configurable member field "required" flag and Vereinfacht-required fields closes #440 #441

Merged
moritz merged 13 commits from fix/required_fields into main 2026-02-23 23:28:36 +01:00
20 changed files with 1069 additions and 231 deletions

View file

@ -2849,12 +2849,14 @@ Building accessible applications ensures that all users, including those with di
**Required Fields:**
Which member fields are required (asterisk, tooltip, validation) is configured in **Settings** (Memberdata section: edit a member field and set "Required"). The member create/edit form and Member resource validation both read `settings.member_field_required`. Email is always required; other fields default to optional.
```heex
<!-- Mark required fields -->
<!-- Mark required fields (value from settings or always true for email) -->
<.input
field={@form[:first_name]}
label={gettext("First Name")}
required
required={@member_field_required_map[:first_name]}
aria-required="true"
/>
```

View file

@ -500,14 +500,17 @@ defmodule Mv.Membership.Member do
end
end
# Validate required custom fields (actor from validation context only; no fallback)
# Validate required custom fields (actor from validation context only; no fallback).
# Only for create_member/update_member; skip for set_vereinfacht_contact_id (internal sync
# only sets vereinfacht_contact_id; custom fields were already validated and saved).
validate fn changeset, context ->
provided_values = provided_custom_field_values(changeset)
actor = context.actor
case Mv.Membership.list_required_custom_fields(actor: actor) do
{:ok, required_custom_fields} ->
missing_fields = missing_required_fields(required_custom_fields, provided_values)
missing_fields =
missing_required_fields(required_custom_fields, provided_values)
if Enum.empty?(missing_fields) do
:ok
@ -543,6 +546,52 @@ defmodule Mv.Membership.Member do
message:
"Unable to validate required custom fields. Please try again or contact support."}
end
end,
where: [action_is([:create_member, :update_member])]
# Validate member fields that are marked as required in settings or by Vereinfacht.
# When settings cannot be loaded, we still enforce email + Vereinfacht-required fields.
validate fn changeset, _context ->
vereinfacht_required? = Mv.Config.vereinfacht_configured?()
required_fields =
case Mv.Membership.get_settings() do
{:ok, settings} ->
required_config = settings.member_field_required || %{}
normalized = VisibilityConfig.normalize(required_config)
Enum.filter(Mv.Constants.member_fields(), fn field ->
field == :email ||
(vereinfacht_required? && Mv.Constants.vereinfacht_required_field?(field)) ||
Map.get(normalized, field, false)
end)
{:error, reason} ->
Logger.warning(
"Member required-fields validation: could not load settings (#{inspect(reason)}). " <>
"Enforcing only email and Vereinfacht-required fields."
)
Enum.filter(Mv.Constants.member_fields(), fn field ->
field == :email ||
(vereinfacht_required? && Mv.Constants.vereinfacht_required_field?(field))
end)
end
missing =
Enum.filter(required_fields, fn field ->
value = Ash.Changeset.get_attribute(changeset, field)
not member_field_value_present?(field, value)
end)
if Enum.empty?(missing) do
:ok
else
field = hd(missing)
{:error,
field: field, message: Gettext.dgettext(MvWeb.Gettext, "default", "can't be blank")}
end
end
end
@ -1420,4 +1469,14 @@ defmodule Mv.Membership.Member do
defp value_present?(_value, :email), do: false
defp value_present?(_value, _type), do: false
# Used by member-field-required validation (settings-driven required fields)
defp member_field_value_present?(_field, nil), do: false
defp member_field_value_present?(_, value) when is_binary(value),
do: String.trim(value) != ""
defp member_field_value_present?(_, %Date{}), do: true
defp member_field_value_present?(_, value) when is_struct(value, Date), do: true
defp member_field_value_present?(_, _), do: false
end

View file

@ -64,6 +64,8 @@ defmodule Mv.Membership do
define :update_single_member_field_visibility,
action: :update_single_member_field_visibility
define :update_single_member_field, action: :update_single_member_field
end
resource Mv.Membership.Group do
@ -257,6 +259,46 @@ defmodule Mv.Membership do
|> Ash.update(domain: __MODULE__)
end
@doc """
Atomically updates visibility and required for a single member field.
Updates both `member_field_visibility` and `member_field_required` in one
operation. Use this when saving from the member field settings form.
## Parameters
- `settings` - The settings record to update
- `field` - The member field name as a string (e.g., "first_name", "street")
- `show_in_overview` - Boolean value indicating visibility in member overview
- `required` - Boolean value indicating whether the field is required in member forms
## Returns
- `{:ok, updated_settings}` - Successfully updated settings
- `{:error, error}` - Validation or update error
## Examples
iex> {:ok, settings} = Mv.Membership.get_settings()
iex> {:ok, updated} = Mv.Membership.update_single_member_field(settings, field: "first_name", show_in_overview: true, required: true)
iex> updated.member_field_required["first_name"]
true
"""
def update_single_member_field(settings,
field: field,
show_in_overview: show_in_overview,
required: required
) do
settings
|> Ash.Changeset.new()
|> Ash.Changeset.set_argument(:field, field)
|> Ash.Changeset.set_argument(:show_in_overview, show_in_overview)
|> Ash.Changeset.set_argument(:required, required)
|> Ash.Changeset.for_update(:update_single_member_field, %{})
|> Ash.update(domain: __MODULE__)
end
@doc """
Gets a group by its slug.

View file

@ -11,6 +11,8 @@ defmodule Mv.Membership.Setting do
- `club_name` - The name of the association/club (required, cannot be empty)
- `member_field_visibility` - JSONB map storing visibility configuration for member fields
(e.g., `%{"street" => false, "house_number" => false}`). Fields not in the map default to `true`.
- `member_field_required` - JSONB map storing which member fields are required in forms
(e.g., `%{"first_name" => true, "last_name" => true}`). Email is always required; other fields default to optional.
- `include_joining_cycle` - Whether to include the joining cycle in membership fee generation (default: true)
- `default_membership_fee_type_id` - Default membership fee type for new members (optional)
@ -42,6 +44,9 @@ defmodule Mv.Membership.Setting do
# Update member field visibility
{:ok, updated} = Mv.Membership.update_member_field_visibility(settings, %{"street" => false, "house_number" => false})
# Update visibility and required for a single member field (e.g. from settings UI)
{:ok, updated} = Mv.Membership.update_single_member_field(settings, field: "first_name", show_in_overview: true, required: true)
# Update membership fee settings
{:ok, updated} = Mv.Membership.update_settings(settings, %{include_joining_cycle: false})
"""
@ -68,6 +73,7 @@ defmodule Mv.Membership.Setting do
accept [
:club_name,
:member_field_visibility,
:member_field_required,
:include_joining_cycle,
:default_membership_fee_type_id,
:vereinfacht_api_url,
@ -84,6 +90,7 @@ defmodule Mv.Membership.Setting do
accept [
:club_name,
:member_field_visibility,
:member_field_required,
:include_joining_cycle,
:default_membership_fee_type_id,
:vereinfacht_api_url,
@ -109,6 +116,17 @@ defmodule Mv.Membership.Setting do
change Mv.Membership.Setting.Changes.UpdateSingleMemberFieldVisibility
end
update :update_single_member_field do
description "Atomically updates visibility and required for a single member field"
require_atomic? false
argument :field, :string, allow_nil?: false
argument :show_in_overview, :boolean, allow_nil?: false
argument :required, :boolean, allow_nil?: false
change Mv.Membership.Setting.Changes.UpdateSingleMemberField
end
update :update_membership_fee_settings do
description "Updates the membership fee configuration"
require_atomic? false
@ -162,6 +180,44 @@ defmodule Mv.Membership.Setting do
end,
on: [:create, :update]
# Validate member_field_required map structure and content
validate fn changeset, _context ->
required_config = Ash.Changeset.get_attribute(changeset, :member_field_required)
if required_config && is_map(required_config) do
invalid_values =
Enum.filter(required_config, fn {_key, value} ->
not is_boolean(value)
end)
valid_field_strings = Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)
invalid_keys =
Enum.filter(required_config, fn {key, _value} ->
key not in valid_field_strings
end)
|> Enum.map(fn {key, _value} -> key end)
cond do
not Enum.empty?(invalid_values) ->
{:error,
field: :member_field_required,
message: "All values in member_field_required must be booleans"}
not Enum.empty?(invalid_keys) ->
{:error,
field: :member_field_required,
message: "Invalid member field keys: #{inspect(invalid_keys)}"}
true ->
:ok
end
else
:ok
end
end,
on: [:create, :update]
# Validate default_membership_fee_type_id exists if set
validate fn changeset, context ->
fee_type_id =
@ -219,6 +275,12 @@ defmodule Mv.Membership.Setting do
description:
"Configuration for member field visibility in overview (JSONB map). Keys are member field names (atoms), values are booleans."
attribute :member_field_required, :map,
allow_nil?: true,
public?: true,
description:
"Configuration for which member fields are required in forms (JSONB map). Keys are member field names (strings), values are booleans. Email is always required."
# Membership fee settings
attribute :include_joining_cycle, :boolean do
allow_nil? false

View file

@ -0,0 +1,179 @@
defmodule Mv.Membership.Setting.Changes.UpdateSingleMemberField do
@moduledoc """
Ash change that atomically updates visibility and required for a single member field.
Updates both `member_field_visibility` and `member_field_required` JSONB maps
in one SQL UPDATE to avoid lost updates when saving from the settings UI.
## Arguments
- `field` - The member field name as a string (e.g., "street", "first_name")
- `show_in_overview` - Boolean value indicating visibility in member overview
- `required` - Boolean value indicating whether the field is required in member forms
## Example
settings
|> Ash.Changeset.for_update(:update_single_member_field, %{},
arguments: %{field: "first_name", show_in_overview: true, required: true}
)
|> Ash.update(domain: Mv.Membership)
"""
use Ash.Resource.Change
alias Ash.Error.Invalid
alias Ecto.Adapters.SQL
require Logger
def change(changeset, _opts, _context) do
with {:ok, field} <- get_and_validate_field(changeset),
{:ok, show_in_overview} <- get_and_validate_boolean(changeset, :show_in_overview),
{:ok, required} <- get_and_validate_boolean(changeset, :required) do
add_after_action(changeset, field, show_in_overview, required)
else
{:error, updated_changeset} -> updated_changeset
end
end
defp get_and_validate_field(changeset) do
case Ash.Changeset.get_argument(changeset, :field) do
nil ->
{:error,
add_error(changeset,
field: :field,
message: "field argument is required"
)}
field ->
valid_fields = Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)
if field in valid_fields do
{:ok, field}
else
{:error,
add_error(
changeset,
field: :field,
message: "Invalid member field: #{field}"
)}
end
end
end
defp get_and_validate_boolean(changeset, :show_in_overview = arg_name) do
do_validate_boolean(changeset, arg_name, :show_in_overview)
end
defp get_and_validate_boolean(changeset, :required = arg_name) do
do_validate_boolean(changeset, arg_name, :member_field_required)
end
defp do_validate_boolean(changeset, arg_name, error_field) do
case Ash.Changeset.get_argument(changeset, arg_name) do
nil ->
{:error,
add_error(
changeset,
field: error_field,
message: "#{arg_name} argument is required"
)}
value when is_boolean(value) ->
{:ok, value}
_ ->
{:error,
add_error(
changeset,
field: error_field,
message: "#{arg_name} must be a boolean"
)}
end
end
defp add_error(changeset, opts) do
Ash.Changeset.add_error(changeset, opts)
end
defp add_after_action(changeset, field, show_in_overview, required) do
Ash.Changeset.after_action(changeset, fn _changeset, settings ->
# Update both JSONB columns in one statement
sql = """
UPDATE settings
SET
member_field_visibility = jsonb_set(
COALESCE(member_field_visibility, '{}'::jsonb),
ARRAY[$1::text],
to_jsonb($2::boolean),
true
),
member_field_required = jsonb_set(
COALESCE(member_field_required, '{}'::jsonb),
ARRAY[$1::text],
to_jsonb($3::boolean),
true
),
updated_at = (now() AT TIME ZONE 'utc')
WHERE id = $4
RETURNING member_field_visibility, member_field_required
"""
uuid_binary = Ecto.UUID.dump!(settings.id)
case SQL.query(Mv.Repo, sql, [field, show_in_overview, required, uuid_binary]) do
{:ok, %{rows: [[updated_visibility, updated_required] | _]}} ->
vis = normalize_jsonb_result(updated_visibility)
req = normalize_jsonb_result(updated_required)
updated_settings = %{
settings
| member_field_visibility: vis,
member_field_required: req
}
{:ok, updated_settings}
{:ok, %{rows: []}} ->
{:error,
Invalid.exception(
field: :member_field_required,
message: "Settings not found"
)}
{:error, error} ->
Logger.error("Failed to atomically update member field settings: #{inspect(error)}")
{:error,
Invalid.exception(
field: :member_field_required,
message: "Failed to update member field settings"
)}
end
end)
end
defp normalize_jsonb_result(updated_jsonb) do
case updated_jsonb do
map when is_map(map) ->
Enum.reduce(map, %{}, fn
{k, v}, acc when is_atom(k) -> Map.put(acc, Atom.to_string(k), v)
{k, v}, acc -> Map.put(acc, k, v)
end)
binary when is_binary(binary) ->
case Jason.decode(binary) do
{:ok, decoded} when is_map(decoded) ->
decoded
{:ok, _} ->
%{}
{:error, reason} ->
Logger.warning("Failed to decode JSONB: #{inspect(reason)}")
%{}
end
_ ->
Logger.warning("Unexpected JSONB format: #{inspect(updated_jsonb)}")
%{}
end
end
end

View file

@ -27,8 +27,26 @@ defmodule Mv.Constants do
@email_validator_checks [:html_input, :pow]
# Member fields that are required when Vereinfacht integration is active (contact sync)
@vereinfacht_required_member_fields [:first_name, :last_name, :street, :postal_code, :city]
def member_fields, do: @member_fields
@doc """
Returns member fields that are always required when Vereinfacht integration is configured.
Used for validation, member form required indicators, and settings UI (checkbox disabled).
"""
def vereinfacht_required_member_fields, do: @vereinfacht_required_member_fields
@doc """
Returns whether the given member field is required by Vereinfacht when integration is active.
"""
def vereinfacht_required_field?(field) when is_atom(field),
do: field in @vereinfacht_required_member_fields
def vereinfacht_required_field?(_), do: false
@doc """
Returns the prefix used for custom field keys in field visibility maps.

View file

@ -448,6 +448,8 @@ defmodule MvWeb.CoreComponents do
end
def input(%{type: "select"} = assigns) do
assigns = ensure_aria_required_for_input(assigns)
~H"""
<fieldset class="mb-2 fieldset">
<label>
@ -475,6 +477,8 @@ defmodule MvWeb.CoreComponents do
end
def input(%{type: "textarea"} = assigns) do
assigns = ensure_aria_required_for_input(assigns)
~H"""
<fieldset class="mb-2 fieldset">
<label>
@ -502,6 +506,8 @@ defmodule MvWeb.CoreComponents do
# All other inputs text, datetime-local, url, password, etc. are handled here...
def input(assigns) do
assigns = ensure_aria_required_for_input(assigns)
~H"""
<fieldset class="mb-2 fieldset">
<label>
@ -529,6 +535,18 @@ defmodule MvWeb.CoreComponents do
"""
end
# WCAG 2.1: set aria-required when required is true so screen readers announce required state
defp ensure_aria_required_for_input(assigns) do
rest = assigns.rest || %{}
rest =
if rest[:required],
do: Map.put(rest, :aria_required, "true"),
else: rest
assign(assigns, :rest, rest)
end
# Helper used by inputs to generate form errors
defp error(assigns) do
~H"""

View file

@ -16,8 +16,8 @@ defmodule MvWeb.MemberFieldLive.FormComponent do
- `on_cancel` - Callback function to call when form is cancelled
## Note
Member fields are technical fields that cannot be changed (name, value_type, description, required).
Only the visibility (show_in_overview) can be modified.
Member fields are technical fields that cannot be changed (name, value_type).
Visibility (show_in_overview) and required flag are stored in Settings and can be modified.
"""
use MvWeb, :live_component
@ -27,14 +27,13 @@ defmodule MvWeb.MemberFieldLive.FormComponent do
alias MvWeb.Helpers.FieldTypeFormatter
alias MvWeb.Translations.MemberFields
@required_fields [:first_name, :last_name, :email]
@impl true
def render(assigns) do
assigns =
assigns
|> assign(:field_attributes, get_field_attributes(assigns.member_field))
|> assign(:is_email_field?, assigns.member_field == :email)
|> assign(:vereinfacht_required_field?, vereinfacht_required_field?(assigns))
|> assign(:field_label, MemberFields.label(assigns.member_field))
~H"""
@ -117,52 +116,28 @@ defmodule MvWeb.MemberFieldLive.FormComponent do
</fieldset>
</div>
<%!-- Line break before Required / Show in overview block --%>
<div class="mt-4">
<%!-- Required: disabled for email (always required) or Vereinfacht-required fields when integration is active --%>
<div
:if={@is_email_field?}
:if={@is_email_field? or @vereinfacht_required_field?}
class="tooltip tooltip-right"
data-tip={gettext("This is a technical field and cannot be changed")}
aria-label={gettext("This is a technical field and cannot be changed")}
data-tip={
if(@is_email_field?,
do: gettext("This is a technical field and cannot be changed"),
else: gettext("Required for Vereinfacht integration and cannot be disabled.")
)
}
aria-label={
if(@is_email_field?,
do: gettext("This is a technical field and cannot be changed"),
else: gettext("Required for Vereinfacht integration and cannot be disabled.")
)
}
>
<fieldset class="mb-2 fieldset">
<label>
<span class="mb-1 label flex items-center gap-2">
{gettext("Description")}
<.icon
name="hero-information-circle"
class="w-4 h-4 text-base-content/60 cursor-help"
aria-hidden="true"
/>
</span>
<input
type="text"
name={@form[:description].name}
id={@form[:description].id}
value={@form[:description].value}
disabled
readonly
class="w-full input"
/>
</label>
</fieldset>
</div>
<.input
:if={not @is_email_field?}
field={@form[:description]}
type="text"
label={gettext("Description")}
disabled={@is_email_field?}
readonly={@is_email_field?}
/>
<div
:if={@is_email_field?}
class="tooltip tooltip-right"
data-tip={gettext("This is a technical field and cannot be changed")}
aria-label={gettext("This is a technical field and cannot be changed")}
>
<fieldset class="mb-2 fieldset">
<label>
<input type="hidden" name={@form[:required].name} value="false" disabled />
<input type="hidden" name={@form[:required].name} value="true" />
<span class="label flex items-center gap-2">
<input
type="checkbox"
@ -187,12 +162,10 @@ defmodule MvWeb.MemberFieldLive.FormComponent do
</fieldset>
</div>
<.input
:if={not @is_email_field?}
:if={not @is_email_field? and not @vereinfacht_required_field?}
field={@form[:required]}
type="checkbox"
label={gettext("Required")}
disabled={@is_email_field?}
readonly={@is_email_field?}
/>
<.input
@ -200,6 +173,7 @@ defmodule MvWeb.MemberFieldLive.FormComponent do
type="checkbox"
label={gettext("Show in overview")}
/>
</div>
<div class="justify-end mt-4 card-actions">
<.button type="button" phx-click="cancel" phx-target={@myself}>
@ -225,24 +199,35 @@ defmodule MvWeb.MemberFieldLive.FormComponent do
@impl true
def handle_event("validate", %{"member_field" => member_field_params}, socket) do
# For member fields, we only validate show_in_overview
# Other fields are read-only or derived from the Member Resource
form = socket.assigns.form
updated_params =
member_field_params
|> Map.put(
"show_in_overview",
# Unchecked checkboxes are not in params; preserve current form value when key is missing
show_in_overview =
if Map.has_key?(member_field_params, "show_in_overview") do
TypeParsers.parse_boolean(member_field_params["show_in_overview"])
)
|> Map.put("name", form.source["name"])
|> Map.put("value_type", form.source["value_type"])
|> Map.put("description", form.source["description"])
|> Map.put("required", form.source["required"])
else
form.source["show_in_overview"]
end
required =
socket.assigns.vereinfacht_required_field? ||
if Map.has_key?(member_field_params, "required") do
TypeParsers.parse_boolean(member_field_params["required"])
else
form.source["required"]
end
# Merge so we keep name/value_type and have current checkbox state; use as new form source
merged_source =
form.source
|> Map.merge(%{
"show_in_overview" => show_in_overview,
"required" => required,
"name" => form.source["name"],
"value_type" => form.source["value_type"]
})
updated_form =
form
|> Map.put(:value, updated_params)
to_form(merged_source, as: "member_field")
|> Map.put(:errors, [])
{:noreply, assign(socket, form: updated_form)}
@ -250,23 +235,36 @@ defmodule MvWeb.MemberFieldLive.FormComponent do
@impl true
def handle_event("save", %{"member_field" => member_field_params}, socket) do
# Only show_in_overview can be changed for member fields
show_in_overview = TypeParsers.parse_boolean(member_field_params["show_in_overview"])
form = socket.assigns.form
# Unchecked checkboxes are not in submit params; use form source when key missing
show_in_overview =
if Map.has_key?(member_field_params, "show_in_overview") do
TypeParsers.parse_boolean(member_field_params["show_in_overview"])
else
form.source["show_in_overview"]
end
required =
socket.assigns.vereinfacht_required_field? ||
if Map.has_key?(member_field_params, "required") do
TypeParsers.parse_boolean(member_field_params["required"])
else
form.source["required"]
end
field_string = Atom.to_string(socket.assigns.member_field)
# Use atomic action to update only this single field
# This prevents lost updates in concurrent scenarios
case Membership.update_single_member_field_visibility(
case Membership.update_single_member_field(
socket.assigns.settings,
field: field_string,
show_in_overview: show_in_overview
show_in_overview: show_in_overview,
required: required
) do
{:ok, _updated_settings} ->
socket.assigns.on_save.(socket.assigns.member_field, "update")
{:noreply, socket}
{:error, error} ->
# Add error to form
form =
socket.assigns.form
|> Map.put(:errors, [
@ -288,16 +286,29 @@ defmodule MvWeb.MemberFieldLive.FormComponent do
defp assign_form(%{assigns: %{member_field: member_field, settings: settings}} = socket) do
field_attributes = get_field_attributes(member_field)
visibility_config = settings.member_field_visibility || %{}
normalized_config = VisibilityConfig.normalize(visibility_config)
show_in_overview = Map.get(normalized_config, member_field, true)
required_config = settings.member_field_required || %{}
normalized_visibility = VisibilityConfig.normalize(visibility_config)
normalized_required = VisibilityConfig.normalize(required_config)
show_in_overview = Map.get(normalized_visibility, member_field, true)
vereinfacht_required? = Mv.Config.vereinfacht_configured?()
# Persist in socket so validate/save can enforce server-side without relying on render assigns
socket =
assign(
socket,
:vereinfacht_required_field?,
vereinfacht_required_field?(%{member_field: member_field})
)
# Email always required; Vereinfacht-required fields when integration active; else from settings
required =
member_field == :email ||
(vereinfacht_required? && Mv.Constants.vereinfacht_required_field?(member_field)) ||
Map.get(normalized_required, member_field, false)
# Create a manual form structure with string keys
# Note: immutable is not included as it's not editable for member fields
form_data = %{
"name" => MemberFields.label(member_field),
"value_type" => FieldTypeFormatter.format(field_attributes.value_type),
"description" => field_attributes.description || "",
"required" => field_attributes.required,
"required" => required,
"show_in_overview" => show_in_overview
}
@ -307,24 +318,14 @@ defmodule MvWeb.MemberFieldLive.FormComponent do
end
defp get_field_attributes(field) when is_atom(field) do
# Get attribute info from Member Resource
alias Ash.Resource.Info
case Info.attribute(Mv.Membership.Member, field) do
nil ->
# Fallback for fields not in resource (shouldn't happen with Constants)
%{
value_type: :string,
description: nil,
required: field in @required_fields
}
%{value_type: :string}
attribute ->
%{
value_type: attribute.type,
description: nil,
required: not attribute.allow_nil?
}
%{value_type: attribute.type}
end
end
@ -335,4 +336,9 @@ defmodule MvWeb.MemberFieldLive.FormComponent do
defp format_error(error) do
inspect(error)
end
defp vereinfacht_required_field?(assigns) do
Mv.Config.vereinfacht_configured?() &&
Mv.Constants.vereinfacht_required_field?(assigns.member_field)
end
end

View file

@ -22,7 +22,6 @@ defmodule MvWeb.MemberFieldLive.IndexComponent do
assigns =
assigns
|> assign(:member_fields, get_member_fields_with_visibility(assigns.settings))
|> assign(:required?, &required?/1)
~H"""
<div id={@id}>
@ -62,22 +61,15 @@ defmodule MvWeb.MemberFieldLive.IndexComponent do
{format_value_type(field_data.field)}
</:col>
<:col :let={{_field_name, field_data}} label={gettext("Description")}>
{field_data.description || ""}
</:col>
<:col
:let={{_field_name, field_data}}
label={gettext("Required")}
class="max-w-[9.375rem] text-center"
>
<span
:if={@required?.(field_data.field)}
class="text-base-content font-semibold"
>
<span :if={field_data.required} class="text-base-content font-semibold">
{gettext("Required")}
</span>
<span :if={!@required?.(field_data.field)} class="text-base-content/70">
<span :if={!field_data.required} class="text-base-content/70">
{gettext("Optional")}
</span>
</:col>
@ -173,26 +165,35 @@ defmodule MvWeb.MemberFieldLive.IndexComponent do
{:error, _} ->
# Return a minimal struct-like map for fallback
# This is only used for initial rendering, actual settings will be loaded properly
%{member_field_visibility: %{}}
%{member_field_visibility: %{}, member_field_required: %{}}
end
end
defp get_member_fields_with_visibility(settings) do
member_fields = Mv.Constants.member_fields()
visibility_config = settings.member_field_visibility || %{}
required_config = settings.member_field_required || %{}
vereinfacht_required? = Mv.Config.vereinfacht_configured?()
# Normalize visibility config keys to atoms
normalized_config = VisibilityConfig.normalize(visibility_config)
normalized_visibility = VisibilityConfig.normalize(visibility_config)
normalized_required = VisibilityConfig.normalize(required_config)
Enum.map(member_fields, fn field ->
show_in_overview = Map.get(normalized_config, field, true)
show_in_overview = Map.get(normalized_visibility, field, true)
# Email always required; Vereinfacht-required fields when integration active; else from settings
required =
field == :email ||
(vereinfacht_required? && Mv.Constants.vereinfacht_required_field?(field)) ||
Map.get(normalized_required, field, false)
attribute = Info.attribute(Mv.Membership.Member, field)
%{
field: field,
show_in_overview: show_in_overview,
value_type: (attribute && attribute.type) || :string,
description: nil
required: required,
value_type: (attribute && attribute.type) || :string
}
end)
|> Enum.map(fn field_data ->
@ -206,14 +207,4 @@ defmodule MvWeb.MemberFieldLive.IndexComponent do
attribute -> FieldTypeFormatter.format(attribute.type)
end
end
# Check if a field is required by checking the actual attribute definition
defp required?(field) when is_atom(field) do
case Info.attribute(Mv.Membership.Member, field) do
nil -> false
attribute -> not attribute.allow_nil?
end
end
defp required?(_), do: false
end

View file

@ -23,6 +23,8 @@ defmodule MvWeb.MemberLive.Form do
import MvWeb.LiveHelpers, only: [current_actor: 1, submit_form: 3]
alias Mv.Membership
alias Mv.Membership.Helpers.VisibilityConfig
alias Mv.MembershipFees
alias Mv.MembershipFees.MembershipFeeType
alias MvWeb.Helpers.MembershipFeeHelpers
@ -84,30 +86,54 @@ defmodule MvWeb.MemberLive.Form do
<%!-- Name Row --%>
<div class="flex gap-4">
<div class="w-48">
<.input field={@form[:first_name]} label={gettext("First Name")} />
<.input
field={@form[:first_name]}
label={gettext("First Name")}
required={@member_field_required_map[:first_name]}
/>
</div>
<div class="w-48">
<.input field={@form[:last_name]} label={gettext("Last Name")} />
<.input
field={@form[:last_name]}
label={gettext("Last Name")}
required={@member_field_required_map[:last_name]}
/>
</div>
</div>
<%!-- Address Row --%>
<div class="flex gap-4">
<div class="flex-1">
<.input field={@form[:street]} label={gettext("Street")} />
<.input
field={@form[:street]}
label={gettext("Street")}
required={@member_field_required_map[:street]}
/>
</div>
<div class="w-16">
<.input field={@form[:house_number]} label={gettext("Nr.")} />
<.input
field={@form[:house_number]}
label={gettext("Nr.")}
required={@member_field_required_map[:house_number]}
/>
</div>
<div class="w-24">
<.input field={@form[:postal_code]} label={gettext("Postal Code")} />
<.input
field={@form[:postal_code]}
label={gettext("Postal Code")}
required={@member_field_required_map[:postal_code]}
/>
</div>
<div class="w-32">
<.input field={@form[:city]} label={gettext("City")} />
<.input
field={@form[:city]}
label={gettext("City")}
required={@member_field_required_map[:city]}
/>
</div>
</div>
<%!-- Email --%>
<%!-- Email (always required) --%>
<div>
<.input field={@form[:email]} label={gettext("Email")} required type="email" />
</div>
@ -115,16 +141,31 @@ defmodule MvWeb.MemberLive.Form do
<%!-- Membership Dates Row --%>
<div class="flex gap-4">
<div class="w-36">
<.input field={@form[:join_date]} label={gettext("Join Date")} type="date" />
<.input
field={@form[:join_date]}
label={gettext("Join Date")}
type="date"
required={@member_field_required_map[:join_date]}
/>
</div>
<div class="w-36">
<.input field={@form[:exit_date]} label={gettext("Exit Date")} type="date" />
<.input
field={@form[:exit_date]}
label={gettext("Exit Date")}
type="date"
required={@member_field_required_map[:exit_date]}
/>
</div>
</div>
<%!-- Notes --%>
<div>
<.input field={@form[:notes]} label={gettext("Notes")} type="textarea" />
<.input
field={@form[:notes]}
label={gettext("Notes")}
type="textarea"
required={@member_field_required_map[:notes]}
/>
</div>
</div>
</.form_section>
@ -254,6 +295,9 @@ defmodule MvWeb.MemberLive.Form do
# Load available membership fee types
available_fee_types = load_available_fee_types(member, actor)
# Load settings to know which member fields are required (for asterisk/tooltip)
member_field_required_map = get_member_field_required_map()
{:ok,
socket
|> assign(:return_to, return_to(params["return_to"]))
@ -263,9 +307,38 @@ defmodule MvWeb.MemberLive.Form do
|> assign(:page_title, page_title)
|> assign(:available_fee_types, available_fee_types)
|> assign(:interval_warning, nil)
|> assign(:member_field_required_map, member_field_required_map)
|> assign_form()}
end
defp get_member_field_required_map do
vereinfacht_required? = Mv.Config.vereinfacht_configured?()
case Membership.get_settings() do
{:ok, settings} ->
required_config = settings.member_field_required || %{}
normalized = VisibilityConfig.normalize(required_config)
Mv.Constants.member_fields()
|> Enum.map(fn field ->
required =
field == :email ||
(vereinfacht_required? && Mv.Constants.vereinfacht_required_field?(field)) ||
Map.get(normalized, field, false)
{field, required}
end)
|> Map.new()
{:error, _} ->
# Email always required; Vereinfacht fields when integration active
Map.new(Mv.Constants.member_fields(), fn f ->
{f,
f == :email || (vereinfacht_required? && Mv.Constants.vereinfacht_required_field?(f))}
end)
end
end
defp return_to("show"), do: "show"
defp return_to(_), do: "index"

View file

@ -287,8 +287,6 @@ msgstr "Abbrechen"
#: lib/mv_web/live/group_live/form.ex
#: lib/mv_web/live/group_live/index.ex
#: lib/mv_web/live/group_live/show.ex
#: lib/mv_web/live/member_field_live/form_component.ex
#: lib/mv_web/live/member_field_live/index_component.ex
#: lib/mv_web/live/membership_fee_type_live/form.ex
#: lib/mv_web/live/role_live/form.ex
#: lib/mv_web/live/role_live/index.html.heex
@ -2911,3 +2909,8 @@ msgstr "Okt."
#, elixir-autogen, elixir-format
msgid "Sep."
msgstr "Sep."
#: lib/mv_web/live/member_field_live/form_component.ex
#, elixir-autogen, elixir-format
msgid "Required for Vereinfacht integration and cannot be disabled."
msgstr "Für die Vereinfacht-Integration erforderlich und kann nicht deaktiviert werden."

View file

@ -288,8 +288,6 @@ msgstr ""
#: lib/mv_web/live/group_live/form.ex
#: lib/mv_web/live/group_live/index.ex
#: lib/mv_web/live/group_live/show.ex
#: lib/mv_web/live/member_field_live/form_component.ex
#: lib/mv_web/live/member_field_live/index_component.ex
#: lib/mv_web/live/membership_fee_type_live/form.ex
#: lib/mv_web/live/role_live/form.ex
#: lib/mv_web/live/role_live/index.html.heex
@ -2911,3 +2909,8 @@ msgstr ""
#, elixir-autogen, elixir-format
msgid "Sep."
msgstr ""
#: lib/mv_web/live/member_field_live/form_component.ex
#, elixir-autogen, elixir-format
msgid "Required for Vereinfacht integration and cannot be disabled."
msgstr ""

View file

@ -288,8 +288,6 @@ msgstr ""
#: lib/mv_web/live/group_live/form.ex
#: lib/mv_web/live/group_live/index.ex
#: lib/mv_web/live/group_live/show.ex
#: lib/mv_web/live/member_field_live/form_component.ex
#: lib/mv_web/live/member_field_live/index_component.ex
#: lib/mv_web/live/membership_fee_type_live/form.ex
#: lib/mv_web/live/role_live/form.ex
#: lib/mv_web/live/role_live/index.html.heex
@ -2911,3 +2909,8 @@ msgstr ""
#, elixir-autogen, elixir-format
msgid "Sep."
msgstr ""
#: lib/mv_web/live/member_field_live/form_component.ex
#, elixir-autogen, elixir-format
msgid "Required for Vereinfacht integration and cannot be disabled."
msgstr "Required for Vereinfacht integration and cannot be disabled."

View file

@ -0,0 +1,21 @@
defmodule Mv.Repo.Migrations.AddMemberFieldRequiredToSettings do
@moduledoc """
Updates resources based on their most recent snapshots.
This file was autogenerated with `mix ash_postgres.generate_migrations`
"""
use Ecto.Migration
def up do
alter table(:settings) do
add :member_field_required, :map
end
end
def down do
alter table(:settings) do
remove :member_field_required
end
end
end

View file

@ -0,0 +1,152 @@
{
"attributes": [
{
"allow_nil?": false,
"default": "fragment(\"gen_random_uuid()\")",
"generated?": false,
"precision": null,
"primary_key?": true,
"references": null,
"scale": null,
"size": null,
"source": "id",
"type": "uuid"
},
{
"allow_nil?": false,
"default": "nil",
"generated?": false,
"precision": null,
"primary_key?": false,
"references": null,
"scale": null,
"size": null,
"source": "club_name",
"type": "text"
},
{
"allow_nil?": true,
"default": "nil",
"generated?": false,
"precision": null,
"primary_key?": false,
"references": null,
"scale": null,
"size": null,
"source": "member_field_visibility",
"type": "map"
},
{
"allow_nil?": false,
"default": "true",
"generated?": false,
"precision": null,
"primary_key?": false,
"references": null,
"scale": null,
"size": null,
"source": "include_joining_cycle",
"type": "boolean"
},
{
"allow_nil?": true,
"default": "nil",
"generated?": false,
"precision": null,
"primary_key?": false,
"references": null,
"scale": null,
"size": null,
"source": "default_membership_fee_type_id",
"type": "uuid"
},
{
"allow_nil?": true,
"default": "nil",
"generated?": false,
"precision": null,
"primary_key?": false,
"references": null,
"scale": null,
"size": null,
"source": "vereinfacht_api_url",
"type": "text"
},
{
"allow_nil?": true,
"default": "nil",
"generated?": false,
"precision": null,
"primary_key?": false,
"references": null,
"scale": null,
"size": null,
"source": "vereinfacht_api_key",
"type": "text"
},
{
"allow_nil?": true,
"default": "nil",
"generated?": false,
"precision": null,
"primary_key?": false,
"references": null,
"scale": null,
"size": null,
"source": "vereinfacht_club_id",
"type": "text"
},
{
"allow_nil?": true,
"default": "nil",
"generated?": false,
"precision": null,
"primary_key?": false,
"references": null,
"scale": null,
"size": null,
"source": "vereinfacht_app_url",
"type": "text"
},
{
"allow_nil?": false,
"default": "fragment(\"(now() AT TIME ZONE 'utc')\")",
"generated?": false,
"precision": null,
"primary_key?": false,
"references": null,
"scale": null,
"size": null,
"source": "inserted_at",
"type": "utc_datetime_usec"
},
{
"allow_nil?": false,
"default": "fragment(\"(now() AT TIME ZONE 'utc')\")",
"generated?": false,
"precision": null,
"primary_key?": false,
"references": null,
"scale": null,
"size": null,
"source": "updated_at",
"type": "utc_datetime_usec"
}
],
"base_filter": null,
"check_constraints": [],
"create_table_options": null,
"custom_indexes": [],
"custom_statements": [],
"has_create_action": true,
"hash": "4C29CEF273C1180162E7231A7F7CCE5DABD035E121648E48B6FBE30AE5191FF0",
"identities": [],
"multitenancy": {
"attribute": null,
"global": null,
"strategy": null
},
"repo": "Elixir.Mv.Repo",
"schema": null,
"table": "settings"
}

View file

@ -92,6 +92,66 @@ defmodule Mv.Membership.MemberTest do
end
end
describe "Settings-driven required fields" do
@valid_attrs %{
first_name: "John",
last_name: "Doe",
email: "john@example.com"
}
setup do
{:ok, settings} = Membership.get_settings()
saved_visibility = settings.member_field_visibility || %{}
saved_required = settings.member_field_required || %{}
on_exit(fn ->
{:ok, s} = Membership.get_settings()
Membership.update_settings(s, %{
member_field_visibility: saved_visibility,
member_field_required: saved_required
})
end)
:ok
end
test "when first_name is required in settings, create without first_name fails", %{
actor: actor
} do
{:ok, settings} = Membership.get_settings()
{:ok, _} =
Membership.update_single_member_field(settings,
field: "first_name",
show_in_overview: true,
required: true
)
attrs = Map.delete(@valid_attrs, :first_name)
assert {:error, %Ash.Error.Invalid{errors: errors}} =
Membership.create_member(attrs, actor: actor)
assert error_message(errors, :first_name) =~ "can't be blank"
end
test "when first_name is required in settings, create with first_name succeeds", %{
actor: actor
} do
{:ok, settings} = Membership.get_settings()
{:ok, _} =
Membership.update_single_member_field(settings,
field: "first_name",
show_in_overview: true,
required: true
)
assert {:ok, _member} = Membership.create_member(@valid_attrs, actor: actor)
end
end
describe "Authorization" do
@valid_attrs %{
first_name: "John",

View file

@ -3,6 +3,23 @@ defmodule Mv.Membership.SettingTest do
alias Mv.Membership
describe "Settings Resource" do
setup do
{:ok, settings} = Membership.get_settings()
saved_visibility = settings.member_field_visibility || %{}
saved_required = settings.member_field_required || %{}
on_exit(fn ->
{:ok, s} = Membership.get_settings()
Membership.update_settings(s, %{
member_field_visibility: saved_visibility,
member_field_required: saved_required
})
end)
:ok
end
test "can read settings" do
# Settings should be a singleton resource
assert {:ok, _settings} = Membership.get_settings()
@ -39,6 +56,65 @@ defmodule Mv.Membership.SettingTest do
assert error_message(errors, :club_name) =~ "must be present"
end
test "can update and read member_field_required" do
{:ok, settings} = Membership.get_settings()
required_config = %{"first_name" => true, "last_name" => true}
assert {:ok, updated} =
Membership.update_settings(settings, %{member_field_required: required_config})
assert updated.member_field_required["first_name"] == true
assert updated.member_field_required["last_name"] == true
end
test "member_field_required rejects invalid keys" do
{:ok, settings} = Membership.get_settings()
assert {:error, %Ash.Error.Invalid{errors: errors}} =
Membership.update_settings(settings, %{
member_field_required: %{"invalid_field" => true}
})
assert error_message(errors, :member_field_required) =~ "Invalid member field"
end
test "member_field_required rejects non-boolean values" do
{:ok, settings} = Membership.get_settings()
assert {:error, %Ash.Error.Invalid{errors: errors}} =
Membership.update_settings(settings, %{
member_field_required: %{"first_name" => "yes"}
})
assert error_message(errors, :member_field_required) =~ "must be booleans"
end
test "update_single_member_field updates both visibility and required" do
{:ok, settings} = Membership.get_settings()
assert {:ok, updated} =
Membership.update_single_member_field(settings,
field: "first_name",
show_in_overview: true,
required: true
)
assert updated.member_field_visibility["first_name"] == true
assert updated.member_field_required["first_name"] == true
# Update same field to required: false
assert {:ok, updated2} =
Membership.update_single_member_field(updated,
field: "first_name",
show_in_overview: false,
required: false
)
assert updated2.member_field_visibility["first_name"] == false
assert updated2.member_field_required["first_name"] == false
end
end
# Helper function to extract error messages

View file

@ -54,7 +54,10 @@ defmodule Mv.Vereinfacht.Changes.SyncContactTest do
attrs = %{
first_name: "API",
last_name: "Test",
email: "api_test_#{System.unique_integer([:positive])}@example.com"
email: "api_test_#{System.unique_integer([:positive])}@example.com",
street: "Test St",
postal_code: "12345",
city: "Test City"
}
assert {:ok, member} = Membership.create_member(attrs, actor: system_actor)
@ -66,7 +69,14 @@ defmodule Mv.Vereinfacht.Changes.SyncContactTest do
test "update_member succeeds and after_transaction runs without error (API may fail)" do
set_vereinfacht_env()
member = Mv.Fixtures.member_fixture()
member =
Mv.Fixtures.member_fixture(%{
street: "Test St",
postal_code: "12345",
city: "Test City"
})
system_actor = Mv.Helpers.SystemActor.get_system_actor()
assert {:ok, updated} =

View file

@ -5,8 +5,8 @@ defmodule MvWeb.MemberFieldLive.IndexComponentTest do
Tests cover:
- Rendering all member fields from Mv.Constants.member_fields()
- Displaying show_in_overview status as badge (Yes/No)
- Displaying required status for required fields (first_name, last_name, email)
- Current status is displayed based on settings.member_field_visibility
- Displaying required status from settings.member_field_required (email is always required)
- Current status is displayed based on settings.member_field_visibility and member_field_required
- Default status is "Yes" (visible) when not configured in settings
"""
use MvWeb.ConnCase, async: false
@ -45,11 +45,10 @@ defmodule MvWeb.MemberFieldLive.IndexComponentTest do
assert html =~ "badge" or html =~ "Yes" or html =~ "No"
end
test "displays required status for required fields", %{conn: conn} do
test "displays required status column", %{conn: conn} do
{:ok, _view, html} = live(conn, ~p"/settings")
# Required fields: first_name, last_name, email
# Should have "Required" column or indicator
# Should have "Required" column; email is always required
assert html =~ "Required" or html =~ "required"
end
@ -85,40 +84,54 @@ defmodule MvWeb.MemberFieldLive.IndexComponentTest do
end
describe "required fields" do
test "marks first_name as required", %{conn: conn} do
{:ok, _view, html} = live(conn, ~p"/settings")
setup do
{:ok, settings} = Membership.get_settings()
saved_visibility = settings.member_field_visibility || %{}
saved_required = settings.member_field_required || %{}
# first_name should be marked as required
assert html =~ "first_name" or html =~ "First name"
# Should have required indicator
assert html =~ "required" or html =~ "Required"
on_exit(fn ->
{:ok, s} = Membership.get_settings()
Membership.update_settings(s, %{
member_field_visibility: saved_visibility,
member_field_required: saved_required
})
end)
:ok
end
test "marks last_name as required", %{conn: conn} do
test "marks email as required (always from settings)", %{conn: conn} do
{:ok, _view, html} = live(conn, ~p"/settings")
# last_name should be marked as required
assert html =~ "last_name" or html =~ "Last name"
# Should have required indicator
assert html =~ "required" or html =~ "Required"
end
test "marks email as required", %{conn: conn} do
{:ok, _view, html} = live(conn, ~p"/settings")
# email should be marked as required
# Email is always required
assert html =~ "email" or html =~ "Email"
# Should have required indicator
assert html =~ "required" or html =~ "Required"
assert html =~ "Required" or html =~ "Optional"
end
test "does not mark optional fields as required", %{conn: conn} do
test "when first_name is set required in settings, table shows Required", %{conn: conn} do
{:ok, settings} = Membership.get_settings()
{:ok, _} =
Membership.update_single_member_field(settings,
field: "first_name",
show_in_overview: true,
required: true
)
{:ok, _view, html} = live(conn, ~p"/settings")
# Optional fields should not have required indicator
# Check that street (optional) doesn't have required badge
# This test verifies that only required fields show the indicator
assert html =~ "street" or html =~ "Street"
# First name row should show Required (and Optional for others)
assert html =~ "First name" or html =~ "first_name"
assert html =~ "Required"
end
test "optional fields show Optional when not required in settings", %{conn: conn} do
{:ok, _view, html} = live(conn, ~p"/settings")
# Email is required; other fields default to optional
assert html =~ "Optional"
assert html =~ "Required"
end
end
end

View file

@ -9,6 +9,23 @@ defmodule MvWeb.MemberLive.FormErrorHandlingTest do
require Ash.Query
describe "error handling - flash messages" do
setup do
{:ok, settings} = Mv.Membership.get_settings()
saved_visibility = settings.member_field_visibility || %{}
saved_required = settings.member_field_required || %{}
on_exit(fn ->
{:ok, s} = Mv.Membership.get_settings()
Mv.Membership.update_settings(s, %{
member_field_visibility: saved_visibility,
member_field_required: saved_required
})
end)
:ok
end
@describetag :ui
test "shows flash message when member creation fails with validation error", %{conn: conn} do
system_actor = Mv.Helpers.SystemActor.get_system_actor()
@ -74,6 +91,36 @@ defmodule MvWeb.MemberLive.FormErrorHandlingTest do
html =~ "Please correct" or html =~ "Bitte korrigieren"
end
@tag :ui
test "shows validation error when settings-required field is missing", %{conn: conn} do
{:ok, settings} = Mv.Membership.get_settings()
{:ok, _} =
Mv.Membership.update_single_member_field(settings,
field: "first_name",
show_in_overview: true,
required: true
)
conn = conn_with_oidc_user(conn)
{:ok, view, _html} = live(conn, "/members/new")
# Submit without first_name (required in settings)
form_data = %{
"member[last_name]" => "User",
"member[email]" => "newuser#{System.unique_integer([:positive])}@example.com"
}
html =
view
|> form("#member-form", form_data)
|> render_submit()
assert html =~ "error" or html =~ "Error" or html =~ "Fehler" or
html =~ "first_name" or html =~ "First name" or html =~ "can't be blank" or
html =~ "darf nicht leer sein"
end
test "shows flash message when member update fails", %{conn: conn} do
system_actor = Mv.Helpers.SystemActor.get_system_actor()