mitgliederverwaltung/docs/feature-roadmap.md

Feature Roadmap & Implementation Plan

Project: Mila - Membership Management System
Last Updated: 2025-11-10
Status: Planning Phase

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Table of Contents

1. Phase 1: Feature Area Breakdown
2. Phase 2: API Endpoint Definition
3. Phase 3: Implementation Task Creation
4. Phase 4: Task Organization and Prioritization

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Phase 1: Feature Area Breakdown

Feature Areas

1. Authentication & Authorization 🔐

Current State:

• ✅ OIDC authentication (Rauthy)
• ✅ Password-based authentication
• ✅ User sessions and tokens
• ✅ Basic authentication flows
• ✅ OIDC account linking with password verification (PR #192, closes #171)
• ✅ Secure OIDC email collision handling (PR #192)
• ✅ Automatic linking for passwordless users (PR #192)

Closed Issues:

• ✅ #171 - OIDC handling and linking (closed 2025-11-13)

Open Issues:

• #146 - Translate "or" in the login screen (Low)
• #144 - Add language switch dropdown to login screen (Low)

Missing Features:

• ❌ Role-based access control (RBAC)
• ❌ Permission system
• ❌ Password reset flow
• ❌ Email verification
• ❌ Two-factor authentication (future)

Related Issues:

• #191 - Implement Roles in Ash (M)
• #190 - Implement Permissions in Ash (M)
• #151 - Define implementation plan for roles and permissions (M) [3/7 tasks done]

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2. Member Management 👥

Current State:

• ✅ Member CRUD operations
• ✅ Member profile with personal data
• ✅ Address management
• ✅ Membership status tracking
• ✅ Full-text search (PostgreSQL tsvector)
• ✅ Fuzzy search with trigram matching (PR #187, closes #162)
• ✅ Combined FTS + trigram search (PR #187)
• ✅ 6 GIN trigram indexes for fuzzy matching (PR #187)
• ✅ Sorting by basic fields
• ✅ User-Member linking (optional 1:1)
• ✅ Email synchronization between User and Member
• ✅ Bulk email copy - Copy selected members' email addresses to clipboard (Issue #230)

Closed Issues:

• ✅ #162 - Fuzzy and substring search (closed 2025-11-12)

Open Issues:

• #169 - Allow combined creation of Users/Members (M, Low priority)
• #168 - Allow user-member association in edit/create views (M, High priority)
• #165 - Pagination for list of members (S, Low priority)
• #160 - Implement clear icon in searchbar (S, Low priority)
• #154 - Concept advanced search (Low priority, needs refinement)

Missing Features:

• ❌ Advanced filters (date ranges, multiple criteria)
• ❌ Pagination (currently all members loaded)
• ❌ Bulk operations (bulk delete, bulk update)
• ❌ Member import/export (CSV, Excel)
• ❌ Member profile photos/avatars
• ❌ Member history/audit log
• ❌ Duplicate detection

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3. Custom Fields (CustomFieldValue System) 🔧

Current State:

• ✅ CustomFieldValue types (string, integer, boolean, date, email)
• ✅ CustomFieldValue type management
• ✅ Dynamic custom field value assignment to members
• ✅ Union type storage (JSONB)
• ✅ Default field visibility configuration

Closed Issues:

• #194 - Custom Fields: Harden implementation (S)
• #197 - Custom Fields: Add option to show custom fields in member overview (M)
• #161 - Remove birthday field from default configuration (S) - Closed 2025-12-02

Open Issues:

• #157 - Concept how custom fields are handled (M, High priority) [0/4 tasks]
• #153 - Sorting functionalities for custom fields (M, Low priority)

Missing Features:

• ❌ Field groups/categories
• ❌ Conditional fields (show field X if field Y = value)
• ❌ Field validation rules (min/max, regex patterns)
• ❌ Required custom fields
• ❌ Multi-select fields
• ❌ File upload fields
• ❌ Sorting by custom fields
• ❌ Searching by custom fields

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4. User Management 👤

Current State:

• ✅ User CRUD operations
• ✅ User list view
• ✅ User profile view
• ✅ Admin password setting
• ✅ User-Member relationship

Missing Features:

• ❌ User roles assignment UI
• ❌ User permissions management
• ❌ User activity log
• ❌ User invitation system
• ❌ User onboarding flow
• ❌ Self-service profile editing
• ❌ Password change flow

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5. Navigation & UX 🧭

Current State:

• ✅ Basic navigation structure
• ✅ Navbar with profile button
• ✅ Member list as landing page
• ✅ Breadcrumbs (basic)

Open Issues:

• #188 - Check if searching just on typing is accessible (S, Low priority)
• #174 - Accessibility - aria-sort in tables (S, Low priority)

Missing Features:

• ❌ Dashboard/Home page
• ❌ Quick actions menu
• ❌ Recent activity widget
• ❌ Keyboard shortcuts
• ❌ Mobile navigation
• ❌ Context-sensitive help
• ❌ Onboarding tooltips

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6. Internationalization (i18n) 🌍

Current State:

• ✅ Gettext integration
• ✅ German translations
• ✅ English translations
• ✅ Translation files for auth, errors, default

Open Issues:

• #146 - Translate "or" in the login screen (Low)
• #144 - Add language switch dropdown to login screen (Low)

Missing Features:

• ❌ Language switcher UI
• ❌ User-specific language preferences
• ❌ Date/time localization
• ❌ Number formatting (currency, decimals)
• ❌ Complete translation coverage
• ❌ RTL support (future)

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7. Payment & Fees Management 💰

Current State:

• ✅ Basic "paid" boolean field on members
• ⚠️ No payment tracking

Open Issues:

• #156 - Set up & document testing environment for vereinfacht.digital (L, Low priority)

Missing Features:

• ❌ Membership fee configuration
• ❌ Payment records/transactions
• ❌ Payment history per member
• ❌ Payment reminders
• ❌ Payment status tracking (pending, paid, overdue)
• ❌ Invoice generation
• ❌ vereinfacht.digital API integration
• ❌ SEPA direct debit support
• ❌ Payment reports

Related Milestones:

• Import transactions via vereinfacht API

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8. Admin Panel & Configuration ⚙️

Current State:

• ✅ AshAdmin integration (basic)
• ⚠️ No user-facing admin UI

Open Issues:

• #186 - Create Architecture docs in Repo (S, Low priority)

Missing Features:

• ❌ Global settings management
• ❌ Club/Organization profile
• ❌ Email templates configuration
• ❌ CustomFieldValue type management UI (user-facing)
• ❌ Role and permission management UI
• ❌ System health dashboard
• ❌ Audit log viewer
• ❌ Backup/restore functionality

Related Milestones:

• As Admin I can configure settings globally

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9. Communication & Notifications 📧

Current State:

• ✅ Swoosh mailer integration
• ✅ Email confirmation (via AshAuthentication)
• ✅ Password reset emails (via AshAuthentication)
• ⚠️ No member communication features

Missing Features:

• ❌ Email broadcast to members
• ❌ Email templates (customizable)
• ❌ Email to member groups/filters

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10. Reporting & Analytics 📊

Current State:

• ❌ No reporting features

Missing Features:

• ❌ Member statistics dashboard
• ❌ Membership growth charts
• ❌ Payment reports
• ❌ Custom report builder
• ❌ Export to PDF/CSV/Excel
• ❌ Scheduled reports
• ❌ Data visualization

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11. Data Import/Export 📥📤

Current State:

• ✅ Seed data script
• ⚠️ No user-facing import/export

Missing Features:

• ❌ CSV import for members
• ❌ Excel import for members
• ❌ Import validation and preview
• ❌ Import error handling
• ❌ Bulk data export
• ❌ Backup export
• ❌ Data migration tools

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12. Testing & Quality Assurance 🧪

Current State:

• ✅ ExUnit test suite
• ✅ Unit tests for resources
• ✅ Integration tests for email sync
• ✅ LiveView tests
• ✅ Component tests
• ✅ CI/CD pipeline (Drone)

Missing Features:

• ❌ E2E tests (browser automation)
• ❌ Performance testing
• ❌ Load testing
• ❌ Security penetration testing
• ❌ Accessibility testing automation
• ❌ Visual regression testing
• ❌ Test coverage reporting

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13. Infrastructure & DevOps 🚀

Current State:

• ✅ Docker Compose for development
• ✅ Production Dockerfile
• ✅ Drone CI/CD pipeline
• ✅ Renovate for dependency updates
• ⚠️ No staging environment

Open Issues:

• #186 - Create Architecture docs in Repo (S, Low priority)

Missing Features:

• ❌ Staging environment
• ❌ Automated deployment
• ❌ Database backup automation
• ❌ Monitoring and alerting
• ❌ Error tracking (Sentry, etc.)
• ❌ Log aggregation
• ❌ Health checks and uptime monitoring

Related Milestones:

• We have a staging environment
• We implement security measures

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14. Security & Compliance 🔒

Current State:

• ✅ OIDC authentication
• ✅ Password hashing (bcrypt)
• ✅ CSRF protection
• ✅ SQL injection prevention (Ecto)
• ✅ Sobelow security scans
• ✅ Dependency auditing

Missing Features:

• ❌ Role-based access control (see #1)
• ❌ Audit logging
• ❌ GDPR compliance features (data export, deletion)
• ❌ Session management (timeout, concurrent sessions)
• ❌ Rate limiting
• ❌ IP whitelisting/blacklisting
• ❌ Security headers configuration
• ❌ Data retention policies

Related Milestones:

• We implement security measures

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15. Accessibility & Usability ♿

Current State:

• ✅ Semantic HTML
• ✅ Basic ARIA labels
• ⚠️ Needs comprehensive audit

Open Issues:

• #188 - Check if searching just on typing is accessible (S, Low priority)
• #174 - Accessibility - aria-sort in tables (S, Low priority)

Missing Features:

• ❌ Comprehensive accessibility audit (WCAG 2.1 Level AA)
• ❌ Keyboard navigation improvements
• ❌ Screen reader optimization
• ❌ High contrast mode
• ❌ Font size adjustments
• ❌ Focus management
• ❌ Skip links
• ❌ Error announcements

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Feature Area Summary

Feature Area	Current Status	Priority	Complexity
Authentication & Authorization	60% complete	High	Medium
Member Management	85% complete	High	Low-Medium
Custom Fields	50% complete	High	Medium
User Management	60% complete	Medium	Low
Navigation & UX	50% complete	Medium	Low
Internationalization	70% complete	Low	Low
Payment & Fees	5% complete	High	High
Admin Panel	20% complete	Medium	Medium
Communication	30% complete	Medium	Medium
Reporting	0% complete	Medium	Medium-High
Import/Export	10% complete	Low	Medium
Testing & QA	60% complete	Medium	Low-Medium
Infrastructure	70% complete	Medium	Medium
Security	50% complete	High	Medium-High
Accessibility	40% complete	Medium	Medium

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Open Milestones (From Issues)

1. ✅ Ich kann einen neuen Kontakt anlegen (Closed)
2. ✅ I can search through the list of members - fulltext (Closed) - #162 implemented (Fuzzy Search), #154 needs refinement
3. 🔄 I can sort the list of members for specific fields (Open) - Related: #153
4. 🔄 We have a intuitive navigation structure (Open)
5. 🔄 We have different roles and permissions (Open) - Related: #191, #190, #151
6. 🔄 As Admin I can configure settings globally (Open)
7. ✅ Accounts & Logins (Partially closed) - #171 implemented (OIDC linking), #169/#168 still open
8. 🔄 I can add custom fields (Open) - Related: #194, #157, #161
9. 🔄 Import transactions via vereinfacht API (Open) - Related: #156
10. 🔄 We have a staging environment (Open)
11. 🔄 We implement security measures (Open)

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Phase 2: API Endpoint Definition

Endpoint Types

Since this is a Phoenix LiveView application with Ash Framework, we have three types of endpoints:

1. LiveView Endpoints - Mount points and event handlers
2. HTTP Controller Endpoints - Traditional REST-style endpoints
3. Ash Resource Actions - Backend data layer API

Authentication Requirements Legend

• 🔓 Public - No authentication required
• 🔐 Authenticated - Requires valid user session
• 👤 User Role - Requires specific user role
• 🛡️ Admin Only - Requires admin privileges

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1. Authentication & Authorization Endpoints

HTTP Controller Endpoints

Method	Route	Purpose	Auth	Request	Response
GET	/auth/user/password/sign_in	Show password login form	🔓	-	HTML form
POST	/auth/user/password/sign_in	Submit password login	🔓	{email, password}	Redirect + session cookie
GET	/auth/user/rauthy	Initiate OIDC flow	🔓	-	Redirect to Rauthy
GET	/auth/user/rauthy/callback	Handle OIDC callback	🔓	{code, state}	Redirect + session cookie
POST	/auth/user/sign_out	Sign out user	🔐	-	Redirect to login
GET	/auth/user/password/reset	Show password reset form	🔓	-	HTML form
POST	/auth/user/password/reset	Request password reset	🔓	{email}	Success message + email sent
GET	/auth/user/password/reset/:token	Show reset password form	🔓	-	HTML form
POST	/auth/user/password/reset/:token	Submit new password	🔓	{password, password_confirmation}	Redirect to login

Ash Resource Actions

Resource	Action	Purpose	Auth	Input	Output
User	:sign_in_with_password	Password authentication	🔓	{email, password}	{:ok, user} or {:error, reason}
User	:sign_in_with_rauthy	OIDC authentication	🔓	{oidc_id, email, user_info}	{:ok, user} or {:error, reason}
User	:register_with_password	Create user with password	🔓	{email, password}	{:ok, user}
User	:register_with_rauthy	Create user via OIDC	🔓	{oidc_id, email}	{:ok, user}
User	:request_password_reset	Generate reset token	🔓	{email}	{:ok, token}
User	:reset_password	Reset password with token	🔓	{token, password}	{:ok, user}
Token	:revoke	Revoke authentication token	🔐	{jti}	{:ok, token}

NEW: Role & Permission Actions (Issue #191, #190, #151)

Resource	Action	Purpose	Auth	Input	Output
Role	:create	Create new role	🛡️	{name, description, permissions}	{:ok, role}
Role	:list	List all roles	🔐	-	[%Role{}]
Role	:update	Update role	🛡️	{id, name, permissions}	{:ok, role}
Role	:delete	Delete role	🛡️	{id}	{:ok, role}
User	:assign_role	Assign role to user	🛡️	{user_id, role_id}	{:ok, user}
User	:remove_role	Remove role from user	🛡️	{user_id, role_id}	{:ok, user}
Permission	:list	List all permissions	🔐	-	[%Permission{}]
Permission	:check	Check user permission	🔐	{user_id, resource, action}	{:ok, boolean}

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2. Member Management Endpoints

LiveView Endpoints

Mount	Purpose	Auth	Query Params	Events
/members	Member list with search/sort	🔐	?search=&sort_by=&sort_dir=	search, sort, delete, select
/members/new	Create new member form	🔐	-	save, cancel, add_custom_field_value
/members/:id	Member detail view	🔐	-	edit, delete, link_user
/members/:id/edit	Edit member form	🔐	-	save, cancel, add_custom_field_value, remove_custom_field_value

LiveView Event Handlers

Event	Purpose	Params	Response
search	Trigger search	%{"search" => query}	Update member list
sort	Sort member list	%{"field" => field}	Update sorted list
delete	Delete member	%{"id" => id}	Redirect to list
save	Create/update member	%{"member" => attrs}	Redirect or show errors
link_user	Link user to member	%{"user_id" => id}	Update member view
unlink_user	Unlink user from member	-	Update member view
add_custom_field_value	Add custom field value	%{"custom_field_id" => id, "value" => val}	Update form
remove_custom_field_value	Remove custom field value	%{"custom_field_value_id" => id}	Update form

Ash Resource Actions

Resource	Action	Purpose	Auth	Input	Output
Member	:create_member	Create member	🔐	{first_name, last_name, email, ...}	{:ok, member}
Member	:read	List/search members	🔐	{search, sort_by, limit, offset}	[%Member{}]
Member	:update_member	Update member	🔐	{id, attrs}	{:ok, member}
Member	:destroy	Delete member	🔐	{id}	{:ok, member}
Member	:search_fulltext	Full-text search	🔐	{query}	[%Member{}]
Member	:link_to_user	Link member to user	🔐	{member_id, user_id}	{:ok, member}
Member	:unlink_from_user	Unlink from user	🔐	{member_id}	{:ok, member}

NEW: Enhanced Search & Filter Actions (Issue #162, #154, #165)

Resource	Action	Purpose	Auth	Input	Output
Member	:fuzzy_search	Fuzzy text search	🔐	{query, threshold}	[%Member{}]
Member	:advanced_search	Multi-criteria search	🔐	{filters: [{field, op, value}]}	[%Member{}]
Member	:paginate	Paginated member list	🔐	{page, per_page, filters}	{members, total, page_info}
Member	:sort_by_custom_field	Sort by custom field	🔐	{custom_field_id, direction}	[%Member{}]
Member	:bulk_delete	Delete multiple members	🛡️	{ids: [id1, id2, ...]}	{:ok, count}
Member	:bulk_update	Update multiple members	🛡️	{ids, attrs}	{:ok, count}
Member	:export	Export to CSV/Excel	🔐	{format, filters}	File download
Member	:import	Import from CSV	🛡️	{file, mapping}	{:ok, imported_count, errors}

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3. Custom Fields (CustomFieldValue System) Endpoints

LiveView Endpoints

Mount	Purpose	Auth	Events
/custom-fields	List custom fields	🛡️	new, edit, delete
/custom-fields/new	Create custom field	🛡️	save, cancel
/custom-fields/:id/edit	Edit custom field	🛡️	save, cancel, delete

Ash Resource Actions

Resource	Action	Purpose	Auth	Input	Output
CustomField	:create	Create custom field	🛡️	{name, value_type, description, ...}	{:ok, custom_field}
CustomField	:read	List custom fields	🔐	-	[%CustomField{}]
CustomField	:update	Update custom field	🛡️	{id, attrs}	{:ok, custom_field}
CustomField	:destroy	Delete custom field	🛡️	{id}	{:ok, custom_field}
CustomFieldValue	:create	Add custom field value to member	🔐	{member_id, custom_field_id, value}	{:ok, custom_field_value}
CustomFieldValue	:update	Update custom field value	🔐	{id, value}	{:ok, custom_field_value}
CustomFieldValue	:destroy	Remove custom field value	🔐	{id}	{:ok, custom_field_value}

NEW: Enhanced Custom Fields (Issue #194, #157, #161, #153)

Resource	Action	Purpose	Auth	Input	Output
CustomField	:set_default_visibility	Show/hide by default	🛡️	{id, visible}	{:ok, custom_field}
CustomField	:set_required	Mark as required	🛡️	{id, required}	{:ok, custom_field}
CustomField	:add_validation	Add validation rule	🛡️	{id, rule_type, params}	{:ok, custom_field}
CustomField	:create_group	Create field group	🛡️	{name, custom_field_ids}	{:ok, group}
CustomFieldValue	:validate_value	Validate custom field value	🔐	{custom_field_id, value}	{:ok, valid} or {:error, reason}

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4. User Management Endpoints

LiveView Endpoints

Mount	Purpose	Auth	Events
/users	User list	🛡️	new, edit, delete, assign_role
/users/new	Create user form	🛡️	save, cancel
/users/:id	User detail view	🔐	edit, delete, change_password
/users/:id/edit	Edit user form	🔐	save, cancel, link_member
/profile	Current user profile	🔐	edit, change_password

Ash Resource Actions

Resource	Action	Purpose	Auth	Input	Output
User	:create_user	Create user (admin)	🛡️	{email, member_id?}	{:ok, user}
User	:read	List users	🛡️	-	[%User{}]
User	:update_user	Update user	🔐	{id, email, member_id?}	{:ok, user}
User	:destroy	Delete user	🛡️	{id}	{:ok, user}
User	:admin_set_password	Set password (admin)	🛡️	{id, password}	{:ok, user}
User	:change_password	Change own password	🔐	{current_password, new_password}	{:ok, user}

NEW: Combined User/Member Management (Issue #169, #168)

Resource	Action	Purpose	Auth	Input	Output
User	:create_with_member	Create user + member together	🛡️	{user: {...}, member: {...}}	{:ok, %{user, member}}
User	:invite_user	Send invitation email	🛡️	{email, role_id, member_id?}	{:ok, invitation}
User	:accept_invitation	Accept invitation	🔓	{token, password}	{:ok, user}

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5. Navigation & UX Endpoints

LiveView Endpoints

Mount	Purpose	Auth	Events
/	Dashboard/Home	🔐	-
/dashboard	Dashboard view	🔐	Contextual based on role

HTTP Controller Endpoints

Method	Route	Purpose	Auth	Request	Response
GET	/health	Health check	🔓	-	{"status": "ok"}
GET	/	Root redirect	-	-	Redirect to dashboard or login

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6. Internationalization Endpoints

HTTP Controller Endpoints

Method	Route	Purpose	Auth	Request	Response
POST	/locale	Set user locale	🔐	{locale: "de"}	Redirect with cookie
GET	/locales	List available locales	🔓	-	["de", "en"]

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7. Payment & Fees Management Endpoints

LiveView Endpoints (NEW - Issue #156)

Mount	Purpose	Auth	Events
/payments	Payment list	🔐	new, record_payment, send_reminder
/payments/:id	Payment detail	🔐	edit, delete, mark_paid
/fees	Fee configuration	🛡️	create, edit, delete
/invoices	Invoice list	🔐	generate, download, send

Ash Resource Actions (NEW)

Resource	Action	Purpose	Auth	Input	Output
Fee	:create	Create fee type	🛡️	{name, amount, frequency}	{:ok, fee}
Fee	:read	List fees	🔐	-	[%Fee{}]
Payment	:create	Record payment	🔐	{member_id, fee_id, amount, date}	{:ok, payment}
Payment	:list_by_member	Member payment history	🔐	{member_id}	[%Payment{}]
Payment	:mark_paid	Mark as paid	🔐	{id}	{:ok, payment}
Invoice	:generate	Generate invoice	🔐	{member_id, fee_id, period}	{:ok, invoice}
Invoice	:send	Send invoice via email	🔐	{id}	{:ok, sent}
Payment	:import_vereinfacht	Import from vereinfacht.digital	🛡️	{transactions}	{:ok, count}

---

8. Admin Panel & Configuration Endpoints

LiveView Endpoints (NEW)

Mount	Purpose	Auth	Events
/admin	Admin dashboard	🛡️	-
/admin/settings	Global settings	🛡️	save
/admin/organization	Organization profile	🛡️	save
/admin/email-templates	Email template editor	🛡️	create, edit, preview
/admin/audit-log	System audit log	🛡️	filter, export

Ash Resource Actions (NEW)

Resource	Action	Purpose	Auth	Input	Output
Setting	:get	Get setting value	🔐	{key}	value
Setting	:set	Set setting value	🛡️	{key, value}	{:ok, setting}
Setting	:list	List all settings	🛡️	-	[%Setting{}]
Organization	:read	Get organization info	🔐	-	%Organization{}
Organization	:update	Update organization	🛡️	{name, logo, ...}	{:ok, org}
AuditLog	:list	List audit entries	🛡️	{filters, pagination}	[%AuditLog{}]

---

9. Communication & Notifications Endpoints

LiveView Endpoints (NEW)

Mount	Purpose	Auth	Events
/communications	Communication history	🔐	new, view
/communications/new	Create email broadcast	🔐	select_recipients, preview, send
/notifications	User notifications	🔐	mark_read, mark_all_read

Ash Resource Actions (NEW)

Resource	Action	Purpose	Auth	Input	Output
EmailBroadcast	:create	Create broadcast	🔐	{subject, body, recipient_filter}	{:ok, broadcast}
EmailBroadcast	:send	Send broadcast	🔐	{id}	{:ok, sent_count}
EmailTemplate	:create	Create template	🛡️	{name, subject, body}	{:ok, template}
EmailTemplate	:render	Render template	🔐	{id, variables}	rendered_html
Notification	:create	Create notification	System	{user_id, type, message}	{:ok, notification}
Notification	:list_for_user	Get user notifications	🔐	{user_id}	[%Notification{}]
Notification	:mark_read	Mark as read	🔐	{id}	{:ok, notification}

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10. Reporting & Analytics Endpoints

LiveView Endpoints (NEW)

Mount	Purpose	Auth	Events
/reports	Reports dashboard	🔐	generate, schedule
/reports/members	Member statistics	🔐	filter, export
/reports/payments	Payment reports	🔐	filter, export
/reports/custom	Custom report builder	🛡️	build, save, run

Ash Resource Actions (NEW)

Resource	Action	Purpose	Auth	Input	Output
Report	:generate_member_stats	Member statistics	🔐	{date_range, filters}	Statistics object
Report	:generate_payment_stats	Payment statistics	🔐	{date_range}	Statistics object
Report	:export_to_csv	Export report to CSV	🔐	{report_type, filters}	CSV file
Report	:export_to_pdf	Export report to PDF	🔐	{report_type, filters}	PDF file
Report	:schedule	Schedule recurring report	🛡️	{report_type, frequency, recipients}	{:ok, schedule}

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11. Data Import/Export Endpoints

LiveView Endpoints (NEW)

Mount	Purpose	Auth	Events
/import	Data import wizard	🛡️	upload, map_fields, preview, import
/export	Data export tool	🔐	select_data, configure, export

Ash Resource Actions (NEW)

Resource	Action	Purpose	Auth	Input	Output
Member	:import_csv	Import members from CSV	🛡️	{file, field_mapping}	{:ok, imported, errors}
Member	:validate_import	Validate import data	🛡️	{file, field_mapping}	{:ok, validation_results}
Member	:export_csv	Export members to CSV	🔐	{filters}	CSV file
Member	:export_excel	Export members to Excel	🔐	{filters}	Excel file
Database	:export_backup	Full database backup	🛡️	-	Backup file
Database	:import_backup	Restore from backup	🛡️	{file}	{:ok, restored}

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References:

• Open Issues: https://git.local-it.org/local-it/mitgliederverwaltung/issues
• Project Board: Sprint 8 (23.10 - 13.11)
• Architecture: See CODE_GUIDELINES.md
• Database Schema: See database-schema-readme.md