mitgliederverwaltung/lib/mv_web/live/member_live/index/field_visibility.ex
Simon 77fc11a0b0 refactor(member-live): modularize the overview and drop the superseded in-memory paths
Extract the cookie parser, export-payload builder and fee-status helper
into their own modules and remove the filter/sort/load helpers the
database pushdown made dead, so the overview LiveView stays a thin
coordinator over focused units.
2026-07-06 11:00:29 +02:00

421 lines
17 KiB
Elixir

defmodule MvWeb.MemberLive.Index.FieldVisibility do
@moduledoc """
Manages field visibility by merging user-specific selection with global settings.
This module handles:
- Getting all available fields (member fields + custom fields)
- Merging user selection with global settings (user selection takes priority)
- Falling back to global settings when no user selection exists
- Converting between different field name formats (atoms vs strings)
## Field Naming Convention
- **Member Fields**: Atoms (e.g., `:first_name`, `:email`)
- **Custom Fields**: Strings with format `"custom_field_<id>"` (e.g., `"custom_field_abc-123"`)
## Priority Order
1. User-specific selection (from URL/Session/Cookie)
2. Global settings (from database)
3. Default (all fields visible)
## Pseudo Member Fields
Overview-only fields that are not in `Mv.Constants.member_fields()` (e.g. computed/UI-only).
They appear in the field dropdown and in `member_fields_visible` but are not domain attributes.
"""
alias Mv.Membership.Helpers.VisibilityConfig
# Single UI key for "Membership Fee Status"; only this appears in the dropdown.
# Groups and membership_fee_type are also pseudo fields (not in member_fields(), displayed in the table).
# :name and :address are composite display-only columns (Name = name + email,
# Address = street/house number over postal code/city).
# Order mirrors the overview table / export column order (fee type before fee
# status), so the Columns dropdown and the table agree.
@pseudo_member_fields [:membership_fee_type, :membership_fee_status, :groups, :name, :address]
# The composite display columns and the constituent columns they replace. The
# column manager offers exactly one variant per group, selected by the view
# settings: the composite when the matching "compact" setting is on, otherwise
# the constituents (see `offered_member_fields/2`).
@name_composite :name
@name_constituents [:first_name, :last_name, :email]
@address_composite :address
@address_constituents [:street, :house_number, :postal_code, :city]
# Export/API may accept this as alias; must not appear in the UI options list.
@export_only_alias :payment_status
# Curated default-visible column set (§1.2): the columns shown on first visit
# when there is no persisted selection and no global override. Everything else
# (the individual name/address sub-fields, notes, dates other than join date)
# defaults to hidden so the table fits common desktop widths.
@default_visible_fields MapSet.new([
:name,
:address,
:membership_fee_type,
:membership_fee_status,
:groups,
:join_date
])
# The curated default-visible column set for the given view settings. In
# compact mode the composite `:name` / `:address` columns are default; when a
# composite is switched off, its constituent columns take over as the defaults
# instead (§7b). While the Member composite is compact, `include_email` decides
# where the email lives: folded into the Member cell (`true`, no separate
# column) or as a default-visible `:email` column (`false`).
defp default_visible_set(compact_member, include_email, compact_address) do
@default_visible_fields
|> apply_name_default(compact_member, include_email)
|> apply_group_default(compact_address, @address_composite, @address_constituents)
end
# Compact Member cell with email folded in: only the composite is default.
defp apply_name_default(set, true = _compact, true = _include_email), do: set
# Compact Member cell without folded email: the composite plus a separate
# default-visible E-Mail column.
defp apply_name_default(set, true = _compact, false = _include_email),
do: MapSet.put(set, :email)
# Non-compact: drop the composite and make first/last name and email default.
defp apply_name_default(set, false = _compact, _include_email) do
set
|> MapSet.delete(@name_composite)
|> MapSet.union(MapSet.new(@name_constituents))
end
# Compact: the composite stays the default. Non-compact: drop the composite and
# make the constituents default-visible.
defp apply_group_default(set, true, _composite, _constituents), do: set
defp apply_group_default(set, false, composite, constituents) do
set
|> MapSet.delete(composite)
|> MapSet.union(MapSet.new(constituents))
end
@doc """
Member-field atoms the column manager offers for the given view settings, in
dropdown/table order.
The identity block always leads, regardless of whether each group is compact:
1. the name group — the composite `:name` when compact, otherwise its
constituents `:first_name`, `:last_name`;
2. the `:email` column, when offered as a separate column (it is folded into
the Member cell only while the composite is compact and `include_email` is
on);
3. the address group — the composite `:address` when compact, otherwise its
constituents `:street`, `:house_number`, `:postal_code`, `:city`.
Everything else follows in the configured Datenfelder order. This keeps the
name group ahead of the address group even when the name group is expanded
into `:first_name`/`:last_name` while the address stays compact.
"""
@spec offered_member_fields(boolean(), boolean(), boolean()) :: [atom()]
def offered_member_fields(compact_member, include_email, compact_address) do
name_group = if compact_member, do: [@name_composite], else: [:first_name, :last_name]
email_group = if email_offered?(compact_member, include_email), do: [:email], else: []
address_group =
if compact_address, do: [@address_composite], else: @address_constituents
leading = name_group ++ email_group ++ address_group
rest =
Enum.reject(overview_member_fields(), fn field ->
field == @export_only_alias or
hidden_variant?(field, compact_member, include_email, compact_address) or
field in leading
end)
leading ++ rest
end
# The email is a separate offered column except when it is folded into the
# compact Member cell (compact + include_email).
defp email_offered?(compact_member, include_email), do: not (compact_member and include_email)
# The variant of a composite group that is not offered in the current mode.
defp hidden_variant?(field, compact_member, include_email, compact_address) do
name_variant_hidden?(field, compact_member, include_email) or
address_variant_hidden?(field, compact_address)
end
# Compact hides Vorname/Nachname (folded into the composite). The email is
# hidden only when it is folded into the cell (compact + include_email); with
# include_email off it stays offered as a separate column. Non-compact hides the
# composite in favour of the constituents.
defp name_variant_hidden?(@name_composite, compact_member, _include_email),
do: not compact_member
defp name_variant_hidden?(:email, compact_member, include_email),
do: compact_member and include_email
defp name_variant_hidden?(field, compact_member, _include_email)
when field in [:first_name, :last_name],
do: compact_member
defp name_variant_hidden?(_field, _compact_member, _include_email), do: false
defp address_variant_hidden?(@address_composite, compact_address),
do: not compact_address
defp address_variant_hidden?(field, compact_address)
when field in [:street, :house_number, :postal_code, :city],
do: compact_address
defp address_variant_hidden?(_field, _compact_address), do: false
@doc """
All fields the column manager offers for the given view settings: the offered
member fields (see `offered_member_fields/3`) followed by the custom fields.
"""
@spec get_offered_fields([struct()], boolean(), boolean(), boolean()) :: [
atom() | String.t()
]
def get_offered_fields(custom_fields, compact_member, include_email, compact_address) do
custom_field_names = Enum.map(custom_fields, &"custom_field_#{&1.id}")
offered_member_fields(compact_member, include_email, compact_address) ++ custom_field_names
end
defp overview_member_fields do
Mv.Constants.member_fields() ++ @pseudo_member_fields
end
@doc """
Builds field selection from URL, scoped to the columns offered for the given
view settings (`:compact_member` / `:member_include_email` / `:compact_address`
in `opts`): 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()], keyword()) :: %{
String.t() => boolean()
}
def selection_from_url_only(url_selection, custom_fields, opts)
when is_map(url_selection) and is_list(opts) do
{cm, ie, ca} = view_opts(opts)
do_selection_from_url_only(url_selection, get_offered_fields(custom_fields, cm, ie, ca))
end
def selection_from_url_only(_, _, _), do: %{}
defp do_selection_from_url_only(url_selection, all_fields) do
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
defp view_opts(opts) do
{
Keyword.get(opts, :compact_member, true),
Keyword.get(opts, :member_include_email, false),
Keyword.get(opts, :compact_address, true)
}
end
@doc """
Merges user field selection with global settings, scoped to the columns offered
for the given view settings (`:compact_member` / `:member_include_email` /
`:compact_address` in `opts`).
User selection takes priority over global settings. If a field is not in the
user selection, the global setting is used; if a field is not in global
settings, it defaults to visible. Only offered columns appear in the result, so
a column that is not applicable in the current mode (e.g. `:first_name` while
the composite "Name" is on) never leaks into the visible set. Defaults follow
the mode via `default_visible_set/3`.
"""
@spec merge_with_global_settings(%{String.t() => boolean()}, map(), [struct()], keyword()) ::
%{String.t() => boolean()}
def merge_with_global_settings(user_selection, global_settings, custom_fields, opts)
when is_list(opts) do
{cm, ie, ca} = view_opts(opts)
all_fields = get_offered_fields(custom_fields, cm, ie, ca)
default_set = default_visible_set(cm, ie, ca)
do_merge(user_selection, global_settings, custom_fields, all_fields, default_set)
end
defp do_merge(user_selection, global_settings, custom_fields, all_fields, default_set) do
global_visibility = get_global_visibility_map(global_settings, custom_fields, default_set)
Enum.reduce(all_fields, %{}, fn field, acc ->
field_string = field_to_string(field)
visibility =
case Map.get(user_selection, field_string) do
nil -> Map.get(global_visibility, field_string, true)
user_value -> user_value
end
Map.put(acc, field_string, visibility)
end)
end
@doc """
Gets visible member fields from field selection.
Returns only member fields (atoms) that are visible.
## Examples
iex> selection = %{"first_name" => true, "email" => true, "custom_field_123" => true}
iex> get_visible_member_fields(selection)
[:first_name, :email]
"""
@spec get_visible_member_fields(%{String.t() => boolean()}) :: [atom()]
def get_visible_member_fields(field_selection) when is_map(field_selection) do
member_fields = overview_member_fields()
field_selection
|> Enum.filter(fn {field_string, visible} ->
field_atom = to_field_identifier(field_string)
visible && field_atom in member_fields
end)
|> Enum.map(fn {field_string, _visible} -> to_field_identifier(field_string) end)
|> Enum.uniq()
end
def get_visible_member_fields(_), do: []
@doc """
Returns the list of computed (UI-only) member field atoms.
These fields are not in the database; they must not be used for Ash query
select/sort. Use this to filter sort options and validate sort_field.
"""
@spec computed_member_fields() :: [:membership_fee_status | :membership_fee_type | :groups, ...]
def computed_member_fields, do: @pseudo_member_fields
@doc """
Visible member fields that are real DB attributes (from `Mv.Constants.member_fields()`).
Use for query select/sort. Not for rendering column visibility (use
`get_visible_member_fields/1` for that).
"""
@spec get_visible_member_fields_db(%{String.t() => boolean()}) :: [atom()]
def get_visible_member_fields_db(field_selection) when is_map(field_selection) do
db_fields = MapSet.new(Mv.Constants.member_fields())
field_selection
|> Enum.filter(fn {field_string, visible} ->
field_atom = to_field_identifier(field_string)
visible && field_atom in db_fields
end)
|> Enum.map(fn {field_string, _visible} -> to_field_identifier(field_string) end)
|> Enum.uniq()
end
def get_visible_member_fields_db(_), do: []
@doc """
Visible member fields that are computed/UI-only (e.g. membership_fee_status).
Use for rendering; do not use for query select or sort.
"""
@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([:membership_fee_status])
field_selection
|> Enum.filter(fn {field_string, visible} ->
field_atom = to_field_identifier(field_string)
visible && field_atom in computed_set
end)
|> Enum.map(fn {field_string, _visible} -> to_field_identifier(field_string) end)
|> Enum.uniq()
end
def get_visible_member_fields_computed(_), do: []
@doc """
Gets visible custom fields from field selection.
Returns only custom field identifiers (strings) that are visible.
## Examples
iex> selection = %{"first_name" => true, "custom_field_123" => true, "custom_field_456" => false}
iex> get_visible_custom_fields(selection)
["custom_field_123"]
"""
@spec get_visible_custom_fields(%{String.t() => boolean()}) :: [String.t()]
def get_visible_custom_fields(field_selection) when is_map(field_selection) do
prefix = Mv.Constants.custom_field_prefix()
field_selection
|> Enum.filter(fn {field_string, visible} ->
visible && String.starts_with?(field_string, prefix)
end)
|> Enum.map(fn {field_string, _visible} -> field_string end)
end
def get_visible_custom_fields(_), do: []
# Gets global visibility map from settings
defp get_global_visibility_map(settings, custom_fields, default_set) do
member_visibility = get_member_field_visibility_from_settings(settings, default_set)
custom_field_visibility = get_custom_field_visibility(custom_fields)
Map.merge(member_visibility, custom_field_visibility)
end
# Gets member field visibility from settings (domain fields from settings, pseudo fields default true)
defp get_member_field_visibility_from_settings(settings, default_set) do
visibility_config =
VisibilityConfig.normalize(Map.get(settings, :member_field_visibility, %{}))
domain_fields = Mv.Constants.member_fields()
domain_map =
Enum.reduce(domain_fields, %{}, fn field, acc ->
field_string = Atom.to_string(field)
default_visibility = MapSet.member?(default_set, field)
show_in_overview = Map.get(visibility_config, field, default_visibility)
Map.put(acc, field_string, show_in_overview)
end)
Enum.reduce(@pseudo_member_fields, domain_map, fn field, acc ->
Map.put(acc, Atom.to_string(field), MapSet.member?(default_set, field))
end)
end
# Gets custom field visibility (all custom fields with show_in_overview=true are visible)
defp get_custom_field_visibility(custom_fields) do
prefix = Mv.Constants.custom_field_prefix()
Enum.reduce(custom_fields, %{}, fn custom_field, acc ->
field_string = "#{prefix}#{custom_field.id}"
visible = Map.get(custom_field, :show_in_overview, true)
Map.put(acc, field_string, visible)
end)
end
# Converts field string to atom (for member fields) or keeps as string (for custom fields).
# Maps export-only alias to canonical UI key so only one option controls the column.
defp to_field_identifier(field_string) when is_binary(field_string) do
if String.starts_with?(field_string, Mv.Constants.custom_field_prefix()) do
field_string
else
atom =
try do
String.to_existing_atom(field_string)
rescue
ArgumentError -> field_string
end
if atom == @export_only_alias, do: :membership_fee_status, else: atom
end
end
# Converts field identifier to string
defp field_to_string(field) when is_atom(field), do: Atom.to_string(field)
defp field_to_string(field) when is_binary(field), do: field
end