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Refinex CSV import and PDf export closes #299 and #433 #446

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carla merged 16 commits from feat/299_plz into main 2026-02-24 16:32:32 +01:00
Conversation 0 Commits 16 Files changed 27 +573 -88
16 changed files with 573 additions and 88 deletions
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53
lib/mv/membership/member_export.ex
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", "groups"]
["membership_fee_type", "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()
@ -326,10 +326,10 @@ defmodule Mv.Membership.MemberExport do
# 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
# final member_fields list (used for column specs order): table order + fee type + computed + groups
ordered_member_fields =
selectable_member_fields
|> insert_computed_fields_like_table(computed_fields)
|> insert_fee_type_and_computed_fields_like_table(computed_fields, member_fields)
|> then(fn fields -> fields ++ groups_field end)
%{
@ -420,27 +420,52 @@ defmodule Mv.Membership.MemberExport do
table_order |> Enum.filter(&(&1 in fields))
end
defp insert_computed_fields_like_table(db_fields_ordered, computed_fields) do
# Insert membership_fee_status right after membership_fee_start_date (if both selected),
# otherwise append at the end of DB fields.
defp insert_fee_type_and_computed_fields_like_table(
db_fields_ordered,
computed_fields,
member_fields
) do
computed_fields = computed_fields || []
member_fields = member_fields || []
db_with_insert =
Enum.flat_map(db_fields_ordered, fn f ->
if f == @computed_insert_after and "membership_fee_status" in computed_fields do
[f, "membership_fee_status"]
else
[f]
end
expand_field_with_computed(f, member_fields, computed_fields)
end)
remaining =
computed_fields
|> Enum.reject(&(&1 in db_with_insert))
# If fee type is visible but start_date was not in the list, it won't be in db_with_insert
db_with_insert =
if "membership_fee_type" in member_fields and "membership_fee_type" not in db_with_insert do
db_with_insert ++ ["membership_fee_type"]
else
db_with_insert
end
remaining = Enum.reject(computed_fields, &(&1 in db_with_insert))
db_with_insert ++ remaining
end
# Insert membership_fee_type and membership_fee_status after membership_fee_start_date (table order).
defp expand_field_with_computed(f, member_fields, computed_fields) do
if f == @computed_insert_after do
extra = []
extra =
if "membership_fee_type" in member_fields,
do: extra ++ ["membership_fee_type"],
else: extra
extra =
if "membership_fee_status" in computed_fields,
do: extra ++ ["membership_fee_status"],
else: extra
[f] ++ extra
else
[f]
end
end
defp normalize_computed_fields(fields) when is_list(fields) do
fields
|> Enum.filter(&is_binary/1)

103
lib/mv/membership/member_export/build.ex
View file

@ -134,6 +134,10 @@ defmodule Mv.Membership.MemberExport.Build do
need_groups = "groups" in parsed.member_fields
need_membership_fee_type =
"membership_fee_type" in parsed.member_fields or
parsed.sort_field == "membership_fee_type"
query =
Member
|> Ash.Query.new()
@ -141,6 +145,7 @@ defmodule Mv.Membership.MemberExport.Build do
|> load_custom_field_values_query(custom_field_ids_union)
|> maybe_load_cycles(need_cycles, parsed.show_current_cycle)
|> maybe_load_groups(need_groups)
|> maybe_load_membership_fee_type(need_membership_fee_type)
query =
if parsed.selected_ids != [] do
@ -196,8 +201,10 @@ defmodule Mv.Membership.MemberExport.Build do
defp sort_members_in_memory(members, field, order) when is_binary(field) do
field_atom = String.to_existing_atom(field)
if field_atom in Mv.Constants.member_fields() do
sort_by_field(members, field_atom, order)
if field_atom in Mv.Constants.member_fields() or field_atom == :membership_fee_type do
key_fn = sort_key_fn_for_field(field_atom)
compare_fn = build_compare_fn(order)
Enum.sort_by(members, key_fn, compare_fn)
else
members
end
@ -207,13 +214,17 @@ defmodule Mv.Membership.MemberExport.Build do
defp sort_members_in_memory(members, _field, _order), do: members
defp sort_by_field(members, field_atom, order) do
key_fn = fn member -> Map.get(member, field_atom) end
compare_fn = build_compare_fn(order)
Enum.sort_by(members, key_fn, compare_fn)
defp sort_key_fn_for_field(:membership_fee_type) do
fn member ->
case Map.get(member, :membership_fee_type) do
nil -> nil
rel -> Map.get(rel, :name)
end
end
end
defp sort_key_fn_for_field(field_atom), do: fn member -> Map.get(member, field_atom) end
defp build_compare_fn("asc"), do: fn a, b -> a <= b end
defp build_compare_fn("desc"), do: fn a, b -> b <= a end
defp build_compare_fn(_), do: fn _a, _b -> true end
@ -245,26 +256,41 @@ defmodule Mv.Membership.MemberExport.Build do
defp maybe_sort(query, field, order) when is_binary(field) do
cond do
field == "groups" ->
# Groups sort → in-memory nach dem Read (wie Tabelle)
{query, true}
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
field == "groups" -> {query, true}
field == "membership_fee_type" -> apply_fee_type_sort(query, order)
custom_field_sort?(field) -> {query, true}
true -> apply_standard_member_sort(query, field, order)
end
rescue
ArgumentError -> {query, false}
end
defp apply_fee_type_sort(query, order) do
order_atom = if order == "desc", do: :desc, else: :asc
{Ash.Query.sort(query, [{"membership_fee_type.name", order_atom}]), false}
end
defp apply_standard_member_sort(query, field, order) do
field_atom = String.to_existing_atom(field)
sortable =
field_atom in (Mv.Constants.member_fields() -- [:notes]) or
field_atom == :membership_fee_type
if sortable do
order_atom = if order == "desc", do: :desc, else: :asc
sort_field =
if field_atom == :membership_fee_type,
do: {"membership_fee_type.name", order_atom},
else: {field_atom, order_atom}
{Ash.Query.sort(query, [sort_field]), false}
else
{query, false}
end
end
defp sort_members_by_custom_field(members, _field, _order, _custom_fields) when members == [],
do: []
@ -344,6 +370,12 @@ defmodule Mv.Membership.MemberExport.Build do
Ash.Query.load(query, groups: [:id, :name])
end
defp maybe_load_membership_fee_type(query, false), do: query
defp maybe_load_membership_fee_type(query, true) do
Ash.Query.load(query, membership_fee_type: [: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
@ -393,6 +425,19 @@ defmodule Mv.Membership.MemberExport.Build do
}
end)
membership_fee_type_col =
if "membership_fee_type" in parsed.member_fields do
[
%{
key: :membership_fee_type,
kind: :membership_fee_type,
label: label_fn.(:membership_fee_type)
}
]
else
[]
end
groups_col =
if "groups" in parsed.member_fields do
[
@ -424,7 +469,8 @@ defmodule Mv.Membership.MemberExport.Build do
end)
|> Enum.reject(&is_nil/1)
member_cols ++ computed_cols ++ groups_col ++ custom_cols
# Table order: ... membership_fee_start_date, membership_fee_type, membership_fee_status, groups, custom
member_cols ++ membership_fee_type_col ++ computed_cols ++ groups_col ++ custom_cols
end
defp build_rows(members, columns, custom_fields_by_id) do
@ -454,6 +500,17 @@ defmodule Mv.Membership.MemberExport.Build do
if is_binary(value), do: value, else: ""
end
defp cell_value(
member,
%{kind: :membership_fee_type, key: :membership_fee_type},
_custom_fields_by_id
) do
case Map.get(member, :membership_fee_type) do
%{name: name} when is_binary(name) -> name
_ -> ""
end
end
defp cell_value(member, %{kind: :groups, key: :groups}, _custom_fields_by_id) do
groups = Map.get(member, :groups) || []
format_groups(groups)

7
lib/mv/membership/members_csv.ex
View file

@ -59,6 +59,13 @@ defmodule Mv.Membership.MembersCSV do
if is_binary(value), do: value, else: ""
end
defp cell_value(member, %{kind: :membership_fee_type, key: :membership_fee_type}) do
case Map.get(member, :membership_fee_type) do
%{name: name} when is_binary(name) -> name
_ -> ""
end
end
defp cell_value(member, %{kind: :groups, key: :groups}) do
groups = Map.get(member, :groups) || []
format_groups(groups)

70
lib/mv_web/controllers/member_export_controller.ex
View file

@ -19,7 +19,7 @@ defmodule MvWeb.MemberExportController do
use Gettext, backend: MvWeb.Gettext
@member_fields_allowlist (Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)) ++
["groups"]
["membership_fee_type", "groups"]
@computed_export_fields ["membership_fee_status"]
@custom_field_prefix Mv.Constants.custom_field_prefix()
@ -239,6 +239,10 @@ defmodule MvWeb.MemberExportController do
need_groups = "groups" in parsed.member_fields
need_membership_fee_type =
"membership_fee_type" in parsed.member_fields or
parsed.sort_field == "membership_fee_type"
query =
Member
|> Ash.Query.new()
@ -246,6 +250,7 @@ defmodule MvWeb.MemberExportController do
|> load_custom_field_values_query(parsed.custom_field_ids)
|> maybe_load_cycles(need_cycles, parsed.show_current_cycle)
|> maybe_load_groups(need_groups)
|> maybe_load_membership_fee_type(need_membership_fee_type)
query =
if parsed.selected_ids != [] do
@ -296,6 +301,12 @@ defmodule MvWeb.MemberExportController do
Ash.Query.load(query, groups: [:id, :name])
end
defp maybe_load_membership_fee_type(query, false), do: query
defp maybe_load_membership_fee_type(query, true) do
Ash.Query.load(query, membership_fee_type: [: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
@ -343,26 +354,45 @@ defmodule MvWeb.MemberExportController do
defp maybe_sort_export(query, field, order) when is_binary(field) do
cond do
field == "groups" ->
# Groups sort → in-memory nach dem Read (wie Tabelle)
{query, true}
field == "membership_fee_type" ->
apply_membership_fee_type_sort_export(query, order)
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
apply_member_field_sort_export(query, field, order)
end
rescue
ArgumentError -> {query, false}
end
defp apply_membership_fee_type_sort_export(query, order) do
order_atom = if order == "desc", do: :desc, else: :asc
{Ash.Query.sort(query, [{"membership_fee_type.name", order_atom}]), false}
end
defp apply_member_field_sort_export(query, field, order) do
field_atom = String.to_existing_atom(field)
sortable =
field_atom in (Mv.Constants.member_fields() -- [:notes]) or
field_atom == :membership_fee_type
if sortable do
order_atom = if order == "desc", do: :desc, else: :asc
sort_field =
if field_atom == :membership_fee_type, do: :membership_fee_type_id, else: field_atom
{Ash.Query.sort(query, [{sort_field, order_atom}]), false}
else
{query, false}
end
end
defp custom_field_sort?(field), do: String.starts_with?(field, @custom_field_prefix)
# ------------------------------------------------------------------
@ -488,6 +518,19 @@ defmodule MvWeb.MemberExportController do
}
end)
membership_fee_type_col =
if "membership_fee_type" in parsed.member_fields do
[
%{
header: membership_fee_type_field_header(conn),
kind: :membership_fee_type,
key: :membership_fee_type
}
]
else
[]
end
groups_col =
if "groups" in parsed.member_fields do
[
@ -519,7 +562,8 @@ defmodule MvWeb.MemberExportController do
end)
|> Enum.reject(&is_nil/1)
member_cols ++ computed_cols ++ groups_col ++ custom_cols
# Table order: ... membership_fee_start_date, membership_fee_type, membership_fee_status, groups, custom
member_cols ++ membership_fee_type_col ++ computed_cols ++ groups_col ++ custom_cols
end
# --- headers: use MemberFields.label for translations ---
@ -559,6 +603,10 @@ defmodule MvWeb.MemberExportController do
cf.name
end
defp membership_fee_type_field_header(_conn) do
MemberFields.label(:membership_fee_type)
end
defp groups_field_header(_conn) do
MemberFields.label(:groups)
end

3
lib/mv_web/controllers/member_pdf_export_controller.ex
View file

@ -20,7 +20,8 @@ defmodule MvWeb.MemberPdfExportController do
@invalid_json_message "invalid JSON"
@export_failed_message "Failed to generate PDF export"
@allowed_member_field_strings Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)
@allowed_member_field_strings (Mv.Constants.member_fields() |> Enum.map(&Atom.to_string/1)) ++
["membership_fee_type", "groups"]
def export(conn, %{"payload" => payload}) when is_binary(payload) do
actor = current_actor(conn)

190
lib/mv_web/live/member_live/index.ex
View file

@ -615,7 +615,9 @@ defmodule MvWeb.MemberLive.Index do
# -----------------------------------------------------------------
@impl true
def handle_params(params, _url, socket) do
def handle_params(params, url, socket) do
url = url || request_url_from_socket(socket)
params = merge_fields_param_from_uri(params, url)
prev_sig = build_signature(socket)
fields_in_url? =
@ -625,20 +627,7 @@ defmodule MvWeb.MemberLive.Index do
end
url_selection = FieldSelection.parse_from_url(params)
merged_selection =
FieldSelection.merge_sources(
url_selection,
socket.assigns.user_field_selection,
%{}
)
final_selection =
FieldVisibility.merge_with_global_settings(
merged_selection,
socket.assigns.settings,
socket.assigns.all_custom_fields
)
final_selection = compute_final_field_selection(fields_in_url?, url_selection, socket)
visible_member_fields =
final_selection
@ -828,6 +817,70 @@ defmodule MvWeb.MemberLive.Index do
add_boolean_filters(base_params, boolean_filters)
end
defp compute_final_field_selection(true, url_selection, socket) do
only_url =
FieldVisibility.selection_from_url_only(url_selection, socket.assigns.all_custom_fields)
visible_members = FieldVisibility.get_visible_member_fields(only_url)
visible_custom = FieldVisibility.get_visible_custom_fields(only_url)
if visible_members == [] and visible_custom == [] do
# URL had only invalid field names; fall back to session + global.
compute_final_field_selection(false, url_selection, socket)
else
only_url
end
end
defp compute_final_field_selection(false, url_selection, socket) do
merged =
FieldSelection.merge_sources(
url_selection,
socket.assigns.user_field_selection,
%{}
)
FieldVisibility.merge_with_global_settings(
merged,
socket.assigns.settings,
socket.assigns.all_custom_fields
)
end
# On full page load conn.params has no query string; read "fields" from URI so column visibility is restored.
defp request_url_from_socket(socket) do
case socket.private[:connect_info] do
%Plug.Conn{} = conn -> Plug.Conn.request_url(conn)
_ -> nil
end
end
defp merge_fields_param_from_uri(params, nil), do: params
defp merge_fields_param_from_uri(params, %URI{query: query}) when is_binary(query) do
case URI.decode_query(query)["fields"] do
nil -> params
value -> Map.put(params, "fields", value)
end
end
defp merge_fields_param_from_uri(params, %URI{}), do: params
defp merge_fields_param_from_uri(params, url) when is_binary(url) do
case URI.parse(url).query do
nil ->
params
q ->
case URI.decode_query(q)["fields"] do
nil -> params
value -> Map.put(params, "fields", value)
end
end
end
defp merge_fields_param_from_uri(params, _), do: params
defp build_base_params(query, sort_field, sort_order) do
%{
"query" => query || "",
@ -913,6 +966,15 @@ defmodule MvWeb.MemberLive.Index do
query =
Ash.Query.load(query, groups: [:id, :name, :slug])
# Load membership_fee_type when the column is visible or when sorting by it
query =
if :membership_fee_type in socket.assigns.member_fields_visible or
socket.assigns.sort_field in [:membership_fee_type, "membership_fee_type"] do
Ash.Query.load(query, membership_fee_type: [:id, :name])
else
query
end
query = apply_search_filter(query, search_query)
query = apply_group_filters(query, socket.assigns[:group_filters], socket.assigns[:groups])
@ -1073,6 +1135,10 @@ defmodule MvWeb.MemberLive.Index do
field in [:groups, "groups"] ->
{query, true}
# Membership fee type sort -> by related name at DB
field in [:membership_fee_type, "membership_fee_type"] ->
{Ash.Query.sort(query, [{"membership_fee_type.name", order}]), false}
# Custom field sort -> after load
custom_field_sort?(field) ->
{query, true}
@ -1118,11 +1184,16 @@ defmodule MvWeb.MemberLive.Index do
defp valid_sort_field_db_or_custom?(field) when is_atom(field) do
non_sortable_fields = [:notes]
valid_fields = Mv.Constants.member_fields() -- non_sortable_fields
field in valid_fields or custom_field_sort?(field) or field == :groups
field in valid_fields or custom_field_sort?(field) or field in [:groups, :membership_fee_type]
end
defp valid_sort_field_db_or_custom?(field) when is_binary(field) do
normalized = if field == "groups", do: :groups, else: safe_member_field_atom_only(field)
normalized =
cond do
field == "groups" -> :groups
field == "membership_fee_type" -> :membership_fee_type
true -> safe_member_field_atom_only(field)
end
(normalized != nil and valid_sort_field_db_or_custom?(normalized)) or
custom_field_sort?(field)
@ -1647,13 +1718,11 @@ 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
build_export_member_fields_list(
ordered_member_fields_db,
socket.assigns[:member_fields_visible]
)
# Order custom fields like the table (same as dynamic_cols / all_custom_fields order)
ordered_custom_field_ids =
@ -1674,7 +1743,9 @@ defmodule MvWeb.MemberLive.Index do
export_column_order(
ordered_member_fields_db,
ordered_computed_fields,
ordered_custom_field_ids
ordered_custom_field_ids,
:membership_fee_type in socket.assigns[:member_fields_visible],
:groups in socket.assigns[:member_fields_visible]
),
query: socket.assigns[:query] || nil,
sort_field: export_sort_field(socket.assigns[:sort_field]),
@ -1685,6 +1756,41 @@ defmodule MvWeb.MemberLive.Index do
}
end
defp expand_db_string_for_export(f, membership_fee_type_visible, computed_strings) do
if f == "membership_fee_start_date" do
extra =
if(membership_fee_type_visible, do: ["membership_fee_type"], else: []) ++
if "membership_fee_status" in computed_strings, do: ["membership_fee_status"], else: []
[f] ++ extra
else
[f]
end
end
defp build_export_member_fields_list(ordered_db, member_fields_visible) do
with_extras =
Enum.flat_map(ordered_db, fn f ->
if f == :membership_fee_start_date and
:membership_fee_type in (member_fields_visible || []) do
[f, :membership_fee_type]
else
[f]
end
end)
# If fee type is visible but start_date was not in the list, append it
with_extras =
if :membership_fee_type in (member_fields_visible || []) and
:membership_fee_type not in with_extras do
with_extras ++ [:membership_fee_type]
else
with_extras
end
if :groups in (member_fields_visible || []), do: with_extras ++ [:groups], else: with_extras
end
defp export_cycle_status_filter(nil), do: nil
defp export_cycle_status_filter(:paid), do: "paid"
defp export_cycle_status_filter(:unpaid), do: "unpaid"
@ -1700,31 +1806,41 @@ defmodule MvWeb.MemberLive.Index do
defp export_sort_order(o) when is_binary(o), do: o
# Build a single ordered list that matches the table order:
# - DB fields in Mv.Constants.member_fields() order (already pre-filtered as ordered_member_fields_db)
# - computed fields inserted at the correct position (membership_fee_status after membership_fee_start_date)
# - membership_fee_type and membership_fee_status inserted after membership_fee_start_date when visible
# - groups appended before custom fields when visible
# - custom fields appended in the same order as table (already ordered_custom_field_ids)
defp export_column_order(
ordered_member_fields_db,
ordered_computed_fields,
ordered_custom_field_ids
ordered_custom_field_ids,
membership_fee_type_visible,
groups_visible
) do
db_strings = Enum.map(ordered_member_fields_db, &Atom.to_string/1)
computed_strings = Enum.map(ordered_computed_fields, &Atom.to_string/1)
# Place membership_fee_status right after membership_fee_start_date if present in export
db_with_computed =
Enum.flat_map(db_strings, fn f ->
if f == "membership_fee_start_date" and "membership_fee_status" in computed_strings do
[f, "membership_fee_status"]
else
[f]
end
end)
# Place membership_fee_type and membership_fee_status after membership_fee_start_date when present
db_with_extras =
Enum.flat_map(
db_strings,
&expand_db_string_for_export(&1, membership_fee_type_visible, computed_strings)
)
# If fee type is visible but start_date was not in the list, append it before computed/groups
db_with_extras =
if membership_fee_type_visible and "membership_fee_type" not in db_with_extras do
db_with_extras ++ ["membership_fee_type"]
else
db_with_extras
end
# Any remaining computed fields not inserted above (future-proof)
remaining_computed =
computed_strings
|> Enum.reject(&(&1 in db_with_computed))
|> Enum.reject(&(&1 in db_with_extras))
db_with_computed ++ remaining_computed ++ ordered_custom_field_ids
result = db_with_extras ++ remaining_computed
result = if groups_visible, do: result ++ ["groups"], else: result
result ++ ordered_custom_field_ids
end
end

22
lib/mv_web/live/member_live/index.html.heex
View file

@ -331,6 +331,28 @@
>
{MvWeb.MemberLive.Index.format_date(member.membership_fee_start_date)}
</:col>
<:col
:let={member}
:if={:membership_fee_type in @member_fields_visible}
label={
~H"""
<.live_component
module={MvWeb.Components.SortHeaderComponent}
id={:sort_membership_fee_type}
field={:membership_fee_type}
label={gettext("Fee Type")}
sort_field={@sort_field}
sort_order={@sort_order}
/>
"""
}
>
<%= if member.membership_fee_type do %>
{member.membership_fee_type.name}
<% else %>
<span class="text-base-content/50">—</span>
<% end %>
</:col>
<:col
:let={member}
:if={:membership_fee_status in @member_fields_visible}

23
lib/mv_web/live/member_live/index/field_visibility.ex
View file

@ -28,8 +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.
# Groups is also a pseudo field (not a DB attribute, but displayed in the table).
@pseudo_member_fields [:membership_fee_status, :groups]
# Groups and membership_fee_type are also pseudo fields (not in member_fields(), displayed in the table).
@pseudo_member_fields [:membership_fee_status, :membership_fee_type, :groups]
# Export/API may accept this as alias; must not appear in the UI options list.
@export_only_alias :payment_status
@ -64,6 +64,25 @@ defmodule MvWeb.MemberLive.Index.FieldVisibility do
member_fields ++ custom_field_names
end
@doc """
Builds field selection from URL only: fields in `url_selection` are visible, all others false.
Use when `?fields=...` is in the URL so column visibility is not merged with global settings.
"""
@spec selection_from_url_only(%{String.t() => boolean()}, [struct()]) :: %{
String.t() => boolean()
}
def selection_from_url_only(url_selection, custom_fields) when is_map(url_selection) do
all_fields = get_all_available_fields(custom_fields)
Enum.reduce(all_fields, %{}, fn field, acc ->
field_string = field_to_string(field)
visible = Map.get(url_selection, field_string, false)
Map.put(acc, field_string, visible)
end)
end
def selection_from_url_only(_, _), do: %{}
@doc """
Merges user field selection with global settings.

1
lib/mv_web/translations/member_fields.ex
View file

@ -30,6 +30,7 @@ defmodule MvWeb.Translations.MemberFields do
def label(:country), do: gettext("Country")
def label(:membership_fee_start_date), do: gettext("Membership Fee Start Date")
def label(:membership_fee_status), do: gettext("Membership Fee Status")
def label(:membership_fee_type), do: gettext("Fee Type")
def label(:groups), do: gettext("Groups")
# Fallback for unknown fields

6
priv/gettext/de/LC_MESSAGES/default.po
View file

@ -2921,3 +2921,9 @@ msgstr "Sep."
#, elixir-autogen, elixir-format
msgid "Required for Vereinfacht integration and cannot be disabled."
msgstr "Für die Vereinfacht-Integration erforderlich und kann nicht deaktiviert werden."
#: lib/mv_web/live/member_live/index.html.heex
#: lib/mv_web/translations/member_fields.ex
#, elixir-autogen, elixir-format
msgid "Fee Type"
msgstr "Beitragsart"

6
priv/gettext/default.pot
View file

@ -2921,3 +2921,9 @@ msgstr ""
#, elixir-autogen, elixir-format
msgid "Required for Vereinfacht integration and cannot be disabled."
msgstr ""
#: lib/mv_web/live/member_live/index.html.heex
#: lib/mv_web/translations/member_fields.ex
#, elixir-autogen, elixir-format
msgid "Fee Type"
msgstr ""

6
priv/gettext/en/LC_MESSAGES/default.po
View file

@ -2921,3 +2921,9 @@ msgstr ""
#, elixir-autogen, elixir-format
msgid "Required for Vereinfacht integration and cannot be disabled."
msgstr "Required for Vereinfacht integration and cannot be disabled."
#: lib/mv_web/live/member_live/index.html.heex
#: lib/mv_web/translations/member_fields.ex
#, elixir-autogen, elixir-format
msgid "Fee Type"
msgstr "Fee Type"

37
test/mv/membership/members_csv_test.exs
View file

@ -199,6 +199,43 @@ defmodule Mv.Membership.MembersCSVTest do
assert csv =~ "M,m@m.com,Paid"
end
test "membership_fee_type column exports fee type name" do
columns = [
%{header: "First Name", kind: :member_field, key: "first_name"},
%{header: "Email", kind: :member_field, key: "email"},
%{header: "Fee Type", kind: :membership_fee_type, key: :membership_fee_type}
]
member = %{
first_name: "M",
email: "m@m.com",
membership_fee_type: %{id: "ft-1", name: "Standard"}
}
iodata = MembersCSV.export([member], columns)
csv = IO.iodata_to_binary(iodata)
assert csv =~ "Fee Type"
assert csv =~ "Standard"
assert csv =~ "M,m@m.com,Standard"
end
test "membership_fee_type column exports empty when no fee type" do
columns = [
%{header: "First Name", kind: :member_field, key: "first_name"},
%{header: "Fee Type", kind: :membership_fee_type, key: :membership_fee_type}
]
member = %{first_name: "M", email: "m@m.com", membership_fee_type: nil}
iodata = MembersCSV.export([member], columns)
csv = IO.iodata_to_binary(iodata)
assert csv =~ "Fee Type"
assert csv =~ "M,"
refute csv =~ "Standard"
end
test "CSV injection: formula-like and dangerous prefixes are escaped with apostrophe" do
member = %{
first_name: "=SUM(A1:A10)",

100
test/mv_web/controllers/member_export_controller_test.exs
View file

@ -146,6 +146,70 @@ defmodule MvWeb.MemberExportControllerTest do
refute header =~ "unknown_field"
end
test "export includes membership_fee_type column when requested", %{
conn: conn,
member1: m1
} do
payload = %{
"selected_ids" => [m1.id],
"member_fields" => ["first_name", "membership_fee_type", "email"],
"custom_field_ids" => [],
"query" => nil,
"sort_field" => nil,
"sort_order" => nil
}
conn = get(conn, "/members")
csrf_token = csrf_token_from_conn(conn)
conn =
post(conn, "/members/export.csv", %{
"payload" => Jason.encode!(payload),
"_csrf_token" => csrf_token
})
assert conn.status == 200
body = response(conn, 200)
header = body |> export_lines() |> hd()
# Fee Type column is included (label from MemberFields.label(:membership_fee_type))
assert header =~ "Fee Type"
assert body =~ "Alice"
end
# Regression: when membership_fee_start_date is not in member_fields, Fee Type must still be exported (append fallback)
test "export includes Fee Type when only first_name and membership_fee_type are requested (no start_date)",
%{
conn: conn,
member1: m1
} do
payload = %{
"selected_ids" => [m1.id],
"member_fields" => ["first_name", "membership_fee_type"],
"custom_field_ids" => [],
"query" => nil,
"sort_field" => nil,
"sort_order" => nil
}
conn = get(conn, "/members")
csrf_token = csrf_token_from_conn(conn)
conn =
post(conn, "/members/export.csv", %{
"payload" => Jason.encode!(payload),
"_csrf_token" => csrf_token
})
assert conn.status == 200
body = response(conn, 200)
header = body |> export_lines() |> hd()
assert header =~ "Fee Type"
assert header =~ "First Name"
assert body =~ "Alice"
end
test "export includes membership_fee_status computed field when requested", %{
conn: conn,
member1: m1
@ -501,4 +565,40 @@ defmodule MvWeb.MemberExportControllerTest do
assert membership_idx < active_idx
end
end
describe "POST /members/export.pdf" do
test "PDF export includes Fee Type column when requested without membership_fee_start_date",
%{
conn: conn
} do
m =
Fixtures.member_fixture(%{first_name: "PDF", last_name: "Test", email: "pdf@example.com"})
payload = %{
"selected_ids" => [m.id],
"member_fields" => ["first_name", "membership_fee_type"],
"custom_field_ids" => [],
"query" => nil,
"sort_field" => nil,
"sort_order" => nil
}
conn = get(conn, "/members")
csrf_token = csrf_token_from_conn(conn)
conn =
post(conn, "/members/export.pdf", %{
"payload" => Jason.encode!(payload),
"_csrf_token" => csrf_token
})
assert conn.status == 200
assert get_resp_header(conn, "content-type") |> List.first() =~ "application/pdf"
body = response(conn, 200)
# PDF is generated successfully with Fee Type in columns (regression: fee type without start_date)
assert is_binary(body) and byte_size(body) > 0
end
end
end

22
test/mv_web/live/member_live/index/field_visibility_test.exs
View file

@ -56,6 +56,14 @@ defmodule MvWeb.MemberLive.Index.FieldVisibilityTest do
assert field in result
end)
end
test "includes pseudo member fields (membership_fee_status, membership_fee_type, groups)" do
result = FieldVisibility.get_all_available_fields([])
assert :membership_fee_status in result
assert :membership_fee_type in result
assert :groups in result
end
end
describe "merge_with_global_settings/3" do
@ -278,6 +286,20 @@ defmodule MvWeb.MemberLive.Index.FieldVisibilityTest do
test "handles invalid input" do
assert FieldVisibility.get_visible_member_fields(nil) == []
end
test "returns membership_fee_type when visible in selection" do
selection = %{
"first_name" => true,
"membership_fee_type" => true,
"groups" => false
}
result = FieldVisibility.get_visible_member_fields(selection)
assert :membership_fee_type in result
assert :first_name in result
refute :groups in result
end
end
describe "get_visible_custom_fields/1" do

12
test/mv_web/member_live/index_field_visibility_test.exs
View file

@ -361,6 +361,18 @@ defmodule MvWeb.MemberLive.IndexFieldVisibilityTest do
assert html =~ "Alice"
end
test "URL with only custom field keeps custom field visible (no invalid fallback)", %{
conn: conn,
custom_field: custom_field
} do
conn = conn_with_oidc_user(conn)
id = custom_field.id
{:ok, _view, html} = live(conn, "/members?fields=custom_field_#{id}")
# Selection must not be treated as invalid; custom field column stays visible
assert html =~ "M001" or html =~ custom_field.name
end
test "handles rapid toggling", %{conn: conn} do
conn = conn_with_oidc_user(conn)
{:ok, view, _html} = live(conn, "/members")