Rework Filter using a filter builder #556

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simon wants to merge 11 commits from issue/mitgliederverwaltung-548 into issue/mitgliederverwaltung-547

pull from: issue/mitgliederverwaltung-548

merge into: local-it:issue/mitgliederverwaltung-547

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Conversation 0 Commits 11 Files changed 65 +6588 -3123

simon commented

2026-07-11 11:57:26 +02:00

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Description of the implemented changes

The changes were:

Bugfixing
New Feature
Breaking Change
Refactoring

Redesign of the member-overview filtering: the unbounded vertical filter panel is replaced with a Polaris/Linear-style add-filter builder (searchable grouped field picker → type-aware value control → applied, editable chips), and the fees column becomes a period-scoped payment-aging view that shows how many billing cycles each member has left unpaid within the selected period.

What has been changed?

Index fee cycles by member, status and end date
Add period-scoped unpaid-cycle payment-aging model
Add period-scoped payment filter and field-picker descriptor
Replace filter panel with add-filter builder and aging column
Add point-in-time, suspended, OR-group and count-range filters
Rework filter builder with editable chips and native date ranges
Make filter-builder toggles keyboard-operable
Use English identifier as_of_date for point-in-time filter
Derive payment badge colour from shared status variant
Show suspended cycles separately in the payment tooltip

Definition of Done

Code Quality

No new technical depths
Linting passed
Documentation is added were needed

Accessibility

New elements are properly defined with html-tags
Colour contrast follows WCAG criteria
Aria labels are added when needed
Everything is accessible by keyboard
Tab-Order is comprehensible
All interactive elements have a visible focus

Testing

Tests for new code are written
All tests pass
axe-core dev tools show no critical or major issues

Additional Notes

Built on branch issue/mitgliederverwaltung-547 (not main).
Backtrack: from solutions to requirements — payment/cycle model pivoted to AR-aging period-scoped unpaid-cycle count; approved requirements changed.
Backtrack: from ui_tune to requirements — filter-builder v2 maturity (editable chips, unified controls, native date ranges, OR multi-select, suspended filter, point-in-time membership, count-range, payment sort); requirements extended with v2 sections.
Larger diffs expected in commits F4 (filter-panel → add-filter-builder swap) and F6 (v2 builder rework) — both touch many files / >150 lines.

## Description of the implemented changes The changes were: - [x] Bugfixing - [x] New Feature - [ ] Breaking Change - [x] Refactoring Redesign of the member-overview filtering: the unbounded vertical filter panel is replaced with a Polaris/Linear-style add-filter builder (searchable grouped field picker → type-aware value control → applied, editable chips), and the fees column becomes a period-scoped payment-aging view that shows how many billing cycles each member has left unpaid within the selected period. ## What has been changed? - Index fee cycles by member, status and end date - Add period-scoped unpaid-cycle payment-aging model - Add period-scoped payment filter and field-picker descriptor - Replace filter panel with add-filter builder and aging column - Add point-in-time, suspended, OR-group and count-range filters - Rework filter builder with editable chips and native date ranges - Make filter-builder toggles keyboard-operable - Use English identifier as_of_date for point-in-time filter - Derive payment badge colour from shared status variant - Show suspended cycles separately in the payment tooltip ## Definition of Done ### Code Quality - [x] No new technical depths - [x] Linting passed - [x] Documentation is added were needed ### Accessibility - [x] New elements are properly defined with html-tags - [x] Colour contrast follows WCAG criteria - [x] Aria labels are added when needed - [x] Everything is accessible by keyboard - [x] Tab-Order is comprehensible - [x] All interactive elements have a visible focus ### Testing - [x] Tests for new code are written - [x] All tests pass - [x] axe-core dev tools show no critical or major issues ## Additional Notes - Built on branch `issue/mitgliederverwaltung-547` (not `main`). - Backtrack: from solutions to requirements — payment/cycle model pivoted to AR-aging period-scoped unpaid-cycle count; approved requirements changed. - Backtrack: from ui_tune to requirements — filter-builder v2 maturity (editable chips, unified controls, native date ranges, OR multi-select, suspended filter, point-in-time membership, count-range, payment sort); requirements extended with v2 sections. - Larger diffs expected in commits F4 (filter-panel → add-filter-builder swap) and F6 (v2 builder rework) — both touch many files / >150 lines.

simon added 11 commits 2026-07-11 11:57:27 +02:00

feat(membership-fee): index fee cycles by member, status and end date 4b647c21e7

feat(member): add period-scoped unpaid-cycle payment-aging model 95ef3177ac

Counts each member's unpaid billing cycles that fall inside the selected
period. Cycle boundaries are member-relative — derived from each member's
fee-type interval — so "the current cycle" spans different calendar dates
per member.

feat(overview): add period-scoped payment filter and field-picker descriptor 7d1a71b1fd

feat(overview): replace filter panel with add-filter builder and aging column c547ca19af

Swaps the unbounded vertical filter panel for a Polaris-style add-filter
builder (searchable grouped field picker, type-aware value control, applied
chips) and colour-codes the fees column with each member's period-scoped
unpaid-cycle count.

feat(overview): add point-in-time, suspended, OR-group and count-range filters c0d1550401

feat(overview): rework filter builder with editable chips and native date ranges 8303a39041

Editable filter chips, uniformly-sized value controls, working field-picker
search, and native date-range inputs with relative presets in place of the
vendored calendar — native inputs give year-jump, manual entry and keyboard
accessibility for free.

fix(overview): make filter-builder toggles keyboard-operable ce877463d6

refactor(overview): use English identifier as_of_date for point-in-time filter 0acd12360f

refactor(overview): derive payment badge colour from shared status variant e967cb59e9

feat(overview): show suspended cycles separately in the payment tooltip 4d6294771a

docs(changelog): record member-overview filter redesign under Unreleased

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This pull request has changes conflicting with the target branch.

assets/css/app.css
lib/mv_web/live/components/member_filter_component.ex
lib/mv_web/live/member_live/index.ex
lib/mv_web/live/member_live/index/export_payload.ex
lib/mv_web/live/member_live/index/overview_query.ex
priv/gettext/de/LC_MESSAGES/default.po
priv/gettext/default.pot
priv/gettext/en/LC_MESSAGES/default.po

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