mitgliederverwaltung/lib/mv_web/live/member_live/index/payment_aging.ex

167 lines
5.7 KiB
Elixir

defmodule MvWeb.MemberLive.Index.PaymentAging do
@moduledoc """
Period-scoped payment aging for the member overview.
The overview presents payment as an accounts-receivable aging count: per
member, the number of that member's cycles with `status == :unpaid` whose
denormalized `cycle_end` falls inside an active period. The period is a view
dimension that scopes the column and the payment filter together; its default
is **all outstanding** (both bounds nil → all time). Suspended cycles are
excluded from the count but surfaced separately in the badge tooltip.
This module owns:
* the period value shape and its default,
* URL param encode/decode for the period,
* the badge descriptor derived from a count,
* the open-cycles list (unpaid + suspended, member-relative) that backs the
badge tooltip.
The count itself is computed DB-side by the `unpaid_cycle_count` calculation
on `Mv.Membership.Member`; `open_cycles/2` works over already-loaded cycles.
"""
use Gettext, backend: MvWeb.Gettext
alias Mv.Constants
alias MvWeb.Helpers.MembershipFeeHelpers
@type period :: %{from: Date.t() | nil, to: Date.t() | nil}
@type filter :: nil | :fully_paid | {:has_unpaid, 1..3}
@payment_period_from_param Constants.payment_period_from_param()
@payment_period_to_param Constants.payment_period_to_param()
@payment_filter_param Constants.payment_filter_param()
@doc """
The default period: all outstanding cycles, all time (both bounds nil).
"""
@spec default_period() :: period()
def default_period, do: %{from: nil, to: nil}
@doc """
Decodes URL params into a period. Absent or malformed ISO-8601 bounds fall
back to nil, so no params yields the all-outstanding default.
"""
@spec parse_period(map()) :: period()
def parse_period(params) when is_map(params) do
%{
from: parse_date(Map.get(params, @payment_period_from_param)),
to: parse_date(Map.get(params, @payment_period_to_param))
}
end
@doc """
Encodes a period into URL params. A nil bound is omitted; the default period
encodes to the empty map (a fresh URL is the canonical default).
"""
@spec to_params(period()) :: %{optional(String.t()) => String.t()}
def to_params(%{from: from, to: to}) do
%{}
|> maybe_put_date(@payment_period_from_param, from)
|> maybe_put_date(@payment_period_to_param, to)
end
def to_params(_), do: %{}
@doc """
Decodes the payment-count filter param.
* `"fully_paid"` → `:fully_paid` (exactly 0 unpaid cycles in the period)
* `"unpaid_1"` / `"unpaid_2"` / `"unpaid_3"` → `{:has_unpaid, N}`
(at least N unpaid cycles in the period)
* anything else → `nil` (no payment-count filter)
"""
@spec parse_filter(term()) :: filter()
def parse_filter("fully_paid"), do: :fully_paid
def parse_filter("unpaid_1"), do: {:has_unpaid, 1}
def parse_filter("unpaid_2"), do: {:has_unpaid, 2}
def parse_filter("unpaid_3"), do: {:has_unpaid, 3}
def parse_filter(_), do: nil
@doc """
Encodes a payment-count filter into URL params. `nil` yields the empty map.
"""
@spec filter_to_params(filter()) :: %{optional(String.t()) => String.t()}
def filter_to_params(:fully_paid), do: %{@payment_filter_param => "fully_paid"}
def filter_to_params({:has_unpaid, n}) when n in 1..3,
do: %{@payment_filter_param => "unpaid_#{n}"}
def filter_to_params(_), do: %{}
@doc """
Decodes the payment-count filter from a full params map.
"""
@spec parse_filter_params(map()) :: filter()
def parse_filter_params(params) when is_map(params),
do: parse_filter(Map.get(params, @payment_filter_param))
@doc """
Badge descriptor for an unpaid-cycle count. A count of 0 reads "Paid"
(success); a positive count reads "N unpaid" (error).
"""
@spec badge(non_neg_integer()) :: %{
variant: atom(),
label: String.t(),
count: non_neg_integer()
}
def badge(0), do: %{variant: :success, label: gettext("Paid"), count: 0}
def badge(count) when is_integer(count) and count > 0 do
%{
variant: MembershipFeeHelpers.status_variant(:unpaid),
label: gettext("%{count} unpaid", count: count),
count: count
}
end
@doc """
Splits a member's loaded cycles into the open (unpaid) and suspended cycles
whose `cycle_end` falls inside `period`, both sorted by `cycle_end`. Paid
cycles and cycles outside the period are dropped. Used to render the badge
tooltip. Expects `membership_fee_cycles` to be loaded on the member.
"""
@spec open_cycles(map(), period()) :: %{unpaid: [map()], suspended: [map()]}
def open_cycles(member, %{from: from, to: to}) do
cycles = in_period_cycles(member, from, to)
%{
unpaid: cycles |> Enum.filter(&(&1.status == :unpaid)) |> sort_by_end(),
suspended: cycles |> Enum.filter(&(&1.status == :suspended)) |> sort_by_end()
}
end
defp in_period_cycles(member, from, to) do
case Map.get(member, :membership_fee_cycles) do
cycles when is_list(cycles) -> Enum.filter(cycles, &in_period?(&1.cycle_end, from, to))
_ -> []
end
end
defp in_period?(%Date{} = cycle_end, from, to) do
(is_nil(from) or Date.compare(cycle_end, from) != :lt) and
(is_nil(to) or Date.compare(cycle_end, to) != :gt)
end
defp in_period?(_, _, _), do: false
defp sort_by_end(cycles), do: Enum.sort_by(cycles, & &1.cycle_end, Date)
defp maybe_put_date(params, _key, nil), do: params
defp maybe_put_date(params, key, %Date{} = date),
do: Map.put(params, key, Date.to_iso8601(date))
defp parse_date(nil), do: nil
defp parse_date(value) when is_binary(value) do
case Date.from_iso8601(String.trim(value)) do
{:ok, date} -> date
_ -> nil
end
end
defp parse_date(_), do: nil
end