Rafael Epplée
f25f0216ec
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764 lines
25 KiB
Elixir
764 lines
25 KiB
Elixir
defmodule MvWeb.MemberLive.Index do
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@moduledoc """
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LiveView for displaying and managing the member list.
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## Features
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- Full-text search across member profiles using PostgreSQL tsvector
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- Sortable columns (name, email, address fields)
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- Bulk selection for future batch operations
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- Real-time updates via LiveView
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- Bookmarkable URLs with query parameters
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## URL Parameters
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- `query` - Search query string for full-text search
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- `sort_field` - Field to sort by (e.g., :first_name, :email, :join_date)
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- `sort_order` - Sort direction (:asc or :desc)
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## Events
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- `delete` - Remove a member from the database
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- `select_member` - Toggle individual member selection
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- `select_all` - Toggle selection of all visible members
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## Implementation Notes
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- Search uses PostgreSQL full-text search (plainto_tsquery)
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- Sort state is synced with URL for bookmarkability
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- Components communicate via `handle_info` for decoupling
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"""
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use MvWeb, :live_view
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require Ash.Query
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import Ash.Expr
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alias Mv.Membership
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alias MvWeb.MemberLive.Index.Formatter
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# Prefix used in sort field names for custom fields (e.g., "custom_field_<id>")
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@custom_field_prefix "custom_field_"
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# Member fields that are loaded for the overview
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# Uses constants from Mv.Constants to ensure consistency
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# Note: :id is always included for member identification
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# All member fields are loaded, but visibility is controlled via settings
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@overview_fields [:id | Mv.Constants.member_fields()]
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@doc """
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Initializes the LiveView state.
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Sets up initial assigns for page title, search query, sort configuration,
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and member selection. Actual data loading happens in `handle_params/3`.
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"""
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@impl true
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def mount(_params, _session, socket) do
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# Load custom fields that should be shown in overview
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# Note: Using Ash.read! (bang version) - errors will be handled by Phoenix LiveView
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# and result in a 500 error page. This is appropriate for LiveViews where errors
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# should be visible to the user rather than silently failing.
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custom_fields_visible =
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Mv.Membership.CustomField
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|> Ash.Query.filter(expr(show_in_overview == true))
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|> Ash.Query.sort(name: :asc)
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|> Ash.read!()
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# Load settings once to avoid N+1 queries
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settings =
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case Membership.get_settings() do
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{:ok, s} -> s
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# Fallback if settings can't be loaded
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{:error, _} -> %{member_field_visibility: %{}}
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end
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socket =
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socket
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|> assign(:page_title, gettext("Members"))
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|> assign(:query, "")
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|> assign_new(:sort_field, fn -> :first_name end)
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|> assign_new(:sort_order, fn -> :asc end)
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|> assign(:selected_members, [])
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|> assign(:custom_fields_visible, custom_fields_visible)
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|> assign(:member_fields_visible, get_visible_member_fields(settings))
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# We call handle params to use the query from the URL
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{:ok, socket}
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end
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# -----------------------------------------------------------------
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# Handle Events
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# -----------------------------------------------------------------
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@doc """
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Handles member-related UI events.
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## Supported events:
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- `"delete"` - Removes a member from the database
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- `"select_member"` - Toggles individual member selection
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- `"select_all"` - Toggles selection of all visible members
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"""
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@impl true
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def handle_event("delete", %{"id" => id}, socket) do
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# Note: Using bang versions (!) - errors will be handled by Phoenix LiveView
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# This ensures users see error messages if deletion fails (e.g., permission denied)
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member = Ash.get!(Mv.Membership.Member, id)
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Ash.destroy!(member)
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updated_members = Enum.reject(socket.assigns.members, &(&1.id == id))
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{:noreply, assign(socket, :members, updated_members)}
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end
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@impl true
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def handle_event("select_member", %{"id" => id}, socket) do
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selected =
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if id in socket.assigns.selected_members do
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List.delete(socket.assigns.selected_members, id)
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else
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[id | socket.assigns.selected_members]
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end
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{:noreply, assign(socket, :selected_members, selected)}
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end
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@impl true
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def handle_event("select_all", _params, socket) do
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members = socket.assigns.members
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all_ids = Enum.map(members, & &1.id)
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selected =
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if Enum.sort(socket.assigns.selected_members) == Enum.sort(all_ids) do
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[]
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else
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all_ids
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end
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{:noreply, assign(socket, :selected_members, selected)}
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end
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# -----------------------------------------------------------------
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# Handle Infos from Child Components
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# -----------------------------------------------------------------
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@doc """
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Handles messages from child components.
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## Supported messages:
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- `{:sort, field}` - Sort event from SortHeaderComponent. Updates sort field/order and syncs URL
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- `{:search_changed, query}` - Search event from SearchBarComponent. Filters members and syncs URL
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"""
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@impl true
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def handle_info({:sort, field_str}, socket) do
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# Handle both atom and string field names (for custom fields)
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field =
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try do
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String.to_existing_atom(field_str)
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rescue
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ArgumentError -> field_str
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end
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{new_field, new_order} = determine_new_sort(field, socket)
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socket
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|> update_sort_components(socket.assigns.sort_field, new_field, new_order)
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|> push_sort_url(new_field, new_order)
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end
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@impl true
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def handle_info({:search_changed, q}, socket) do
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socket = load_members(socket, q)
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existing_field_query = socket.assigns.sort_field
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existing_sort_query = socket.assigns.sort_order
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# Build the URL with queries
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query_params = %{
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"query" => q,
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"sort_field" => existing_field_query,
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"sort_order" => existing_sort_query
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}
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# Set the new path with params
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new_path = ~p"/members?#{query_params}"
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# Push the new URL
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{:noreply,
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push_patch(socket,
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to: new_path,
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replace: true
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)}
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end
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# -----------------------------------------------------------------
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# Handle Params from the URL
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# -----------------------------------------------------------------
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@doc """
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Handles URL parameter changes.
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Parses query parameters for search query, sort field, and sort order,
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then loads members accordingly. This enables bookmarkable URLs and
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browser back/forward navigation.
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"""
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@impl true
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def handle_params(params, _url, socket) do
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socket =
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socket
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|> maybe_update_search(params)
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|> maybe_update_sort(params)
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|> load_members(params["query"])
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|> prepare_dynamic_cols()
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{:noreply, socket}
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end
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# Prepares dynamic column definitions for custom fields that should be shown in the overview.
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#
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# Creates a list of column definitions, each containing:
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# - `:custom_field` - The CustomField resource
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# - `:render` - A function that formats the custom field value for a given member
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#
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# Returns the socket with `:dynamic_cols` assigned.
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defp prepare_dynamic_cols(socket) do
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dynamic_cols =
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Enum.map(socket.assigns.custom_fields_visible, fn custom_field ->
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%{
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custom_field: custom_field,
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render: fn member ->
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case get_custom_field_value(member, custom_field) do
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nil ->
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""
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cfv ->
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Formatter.format_custom_field_value(cfv.value, custom_field)
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end
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end
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}
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end)
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assign(socket, :dynamic_cols, dynamic_cols)
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end
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# -------------------------------------------------------------
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# FUNCTIONS
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# -------------------------------------------------------------
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# Determines new sort field and order based on current state
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defp determine_new_sort(field, socket) do
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if socket.assigns.sort_field == field do
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{field, toggle_order(socket.assigns.sort_order)}
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else
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{field, :asc}
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end
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end
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# Updates both the active and old SortHeader components
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defp update_sort_components(socket, old_field, new_field, new_order) do
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active_id = to_sort_id(new_field)
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old_id = to_sort_id(old_field)
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# Update the new SortHeader
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send_update(MvWeb.Components.SortHeaderComponent,
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id: active_id,
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sort_field: new_field,
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sort_order: new_order
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)
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# Reset the current SortHeader
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send_update(MvWeb.Components.SortHeaderComponent,
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id: old_id,
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sort_field: new_field,
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sort_order: new_order
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)
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socket
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end
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# Converts a field (atom or string) to a sort component ID atom
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# Handles both existing atoms and strings that need to be converted
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defp to_sort_id(field) when is_binary(field) do
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try do
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String.to_existing_atom("sort_#{field}")
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rescue
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ArgumentError -> :"sort_#{field}"
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end
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end
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defp to_sort_id(field) when is_atom(field) do
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:"sort_#{field}"
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end
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# Builds sort URL and pushes navigation patch
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defp push_sort_url(socket, field, order) do
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field_str =
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if is_atom(field) do
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Atom.to_string(field)
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else
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field
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end
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query_params = %{
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"query" => socket.assigns.query,
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"sort_field" => field_str,
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"sort_order" => Atom.to_string(order)
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}
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new_path = ~p"/members?#{query_params}"
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{:noreply,
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push_patch(socket,
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to: new_path,
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replace: true
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)}
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end
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# Loads members from the database with custom field values and applies search/sort filters.
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#
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# Process:
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# 1. Builds base query with selected fields
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# 2. Loads custom field values for visible custom fields (filtered at database level)
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# 3. Applies search filter if provided
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# 4. Applies sorting (database-level for regular fields, in-memory for custom fields)
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#
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# Performance Considerations:
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# - Database-level filtering: Custom field values are filtered directly in the database
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# using Ash relationship filters, reducing memory usage and improving performance.
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# - In-memory sorting: Custom field sorting is done in memory after loading.
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# This is suitable for small to medium datasets (<1000 members).
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# For larger datasets, consider implementing database-level sorting or pagination.
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# - No pagination: All matching members are loaded at once. For large result sets,
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# consider implementing pagination (see Issue #165).
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#
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# Returns the socket with `:members` assigned.
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defp load_members(socket, search_query) do
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query =
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Mv.Membership.Member
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|> Ash.Query.new()
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|> Ash.Query.select(@overview_fields)
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# Load custom field values for visible custom fields
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custom_field_ids_list = Enum.map(socket.assigns.custom_fields_visible, & &1.id)
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query = load_custom_field_values(query, custom_field_ids_list)
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# Apply the search filter first
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query = apply_search_filter(query, search_query)
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# Apply sorting based on current socket state
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# For custom fields, we sort after loading
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{query, sort_after_load} =
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maybe_sort(
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query,
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socket.assigns.sort_field,
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socket.assigns.sort_order,
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socket.assigns.custom_fields_visible
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)
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# Note: Using Ash.read! - errors will be handled by Phoenix LiveView
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# This is appropriate for data loading in LiveViews
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members = Ash.read!(query)
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# Custom field values are already filtered at the database level in load_custom_field_values/2
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# No need for in-memory filtering anymore
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# Sort in memory if needed (for custom fields)
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members =
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if sort_after_load do
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sort_members_in_memory(
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members,
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socket.assigns.sort_field,
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socket.assigns.sort_order,
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socket.assigns.custom_fields_visible
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)
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else
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members
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end
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assign(socket, :members, members)
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end
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# Load custom field values for the given custom field IDs
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#
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# Filters custom field values directly in the database using Ash relationship filters.
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# This is more efficient than loading all values and filtering in memory.
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#
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# Performance: Database-level filtering reduces:
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# - Memory usage (only visible custom field values are loaded)
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# - Network transfer (less data from database to application)
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# - Processing time (no need to iterate through all members and filter)
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defp load_custom_field_values(query, []) do
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query
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end
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defp load_custom_field_values(query, custom_field_ids) when length(custom_field_ids) > 0 do
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# Filter custom field values at the database level using Ash relationship query
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# This ensures only visible custom field values are loaded
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custom_field_values_query =
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Mv.Membership.CustomFieldValue
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|> Ash.Query.filter(expr(custom_field_id in ^custom_field_ids))
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|> Ash.Query.load(custom_field: [:id, :name, :value_type])
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query
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|> Ash.Query.load(custom_field_values: custom_field_values_query)
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end
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# -------------------------------------------------------------
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# Helper Functions
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# -------------------------------------------------------------
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# Function to apply search query
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defp apply_search_filter(query, search_query) do
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if search_query && String.trim(search_query) != "" do
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query
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|> Mv.Membership.Member.fuzzy_search(%{
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query: search_query
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})
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else
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query
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end
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end
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# Functions to toggle sorting order
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defp toggle_order(:asc), do: :desc
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defp toggle_order(:desc), do: :asc
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defp toggle_order(nil), do: :asc
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# Function to sort the column if needed
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# Returns {query, sort_after_load} where sort_after_load is true if we need to sort in memory
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defp maybe_sort(query, nil, _, _), do: {query, false}
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defp maybe_sort(query, field, order, _custom_fields) when not is_nil(field) do
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if custom_field_sort?(field) do
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# Custom fields need to be sorted in memory after loading
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{query, true}
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else
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# Only sort by atom fields (regular member fields) in database
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if is_atom(field) do
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{Ash.Query.sort(query, [{field, order}]), false}
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else
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{query, false}
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end
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end
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end
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defp maybe_sort(query, _, _, _), do: {query, false}
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# Validate that a field is sortable
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# Uses member fields from constants, but excludes fields that don't make sense to sort
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# (e.g., :notes is too long, :paid is boolean and not very useful for sorting)
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defp valid_sort_field?(field) when is_atom(field) do
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# All member fields are sortable, but we exclude some that don't make sense
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# :id is not in member_fields, but we don't want to sort by it anyway
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non_sortable_fields = [:notes, :paid]
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valid_fields = Mv.Constants.member_fields() -- non_sortable_fields
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field in valid_fields or custom_field_sort?(field)
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end
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defp valid_sort_field?(field) when is_binary(field) do
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custom_field_sort?(field)
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end
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defp valid_sort_field?(_), do: false
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# Check if field is a custom field sort field (format: custom_field_<id>)
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defp custom_field_sort?(field) when is_atom(field) do
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field_str = Atom.to_string(field)
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String.starts_with?(field_str, @custom_field_prefix)
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end
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defp custom_field_sort?(field) when is_binary(field) do
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String.starts_with?(field, @custom_field_prefix)
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end
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defp custom_field_sort?(_), do: false
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# Extracts the custom field ID from a sort field name.
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#
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# Sort fields for custom fields use the format: "custom_field_<id>"
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# This function extracts the ID part.
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#
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# Examples:
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# extract_custom_field_id("custom_field_123") -> "123"
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# extract_custom_field_id(:custom_field_123) -> "123"
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# extract_custom_field_id("first_name") -> nil
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defp extract_custom_field_id(field) when is_atom(field) do
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field_str = Atom.to_string(field)
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extract_custom_field_id(field_str)
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end
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defp extract_custom_field_id(field) when is_binary(field) do
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case String.split(field, @custom_field_prefix) do
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["", id_str] -> id_str
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_ -> nil
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end
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end
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defp extract_custom_field_id(_), do: nil
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# Sorts members in memory by a custom field value.
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#
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# Process:
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# 1. Extracts custom field ID from sort field name
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# 2. Finds the corresponding CustomField resource
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# 3. Splits members into those with values and those without
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# 4. Sorts members with values by the extracted value
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# 5. Combines: sorted values first, then NULL/empty values at the end
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#
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# Performance Note:
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# This function sorts in memory, which is suitable for small to medium datasets (<1000 members).
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# For larger datasets, consider implementing database-level sorting or pagination.
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#
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# Parameters:
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# - `members` - List of Member resources to sort
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# - `field` - Sort field name (format: "custom_field_<id>" or atom)
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# - `order` - Sort order (`:asc` or `:desc`)
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# - `custom_fields` - List of visible CustomField resources
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#
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# Returns the sorted list of members.
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defp sort_members_in_memory(members, field, order, custom_fields) do
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custom_field_id_str = extract_custom_field_id(field)
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case custom_field_id_str do
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nil ->
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members
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id_str ->
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sort_members_by_custom_field(members, id_str, order, custom_fields)
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end
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end
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|
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# Sorts members by a specific custom field ID
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|
defp sort_members_by_custom_field(members, id_str, order, custom_fields) do
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custom_field = find_custom_field_by_id(custom_fields, id_str)
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|
|
case custom_field do
|
|
nil ->
|
|
members
|
|
|
|
cf ->
|
|
sort_members_with_custom_field(members, cf, order)
|
|
end
|
|
end
|
|
|
|
# Finds a custom field by matching its ID string
|
|
defp find_custom_field_by_id(custom_fields, id_str) do
|
|
Enum.find(custom_fields, fn cf ->
|
|
to_string(cf.id) == id_str
|
|
end)
|
|
end
|
|
|
|
# Sorts members that have a specific custom field
|
|
defp sort_members_with_custom_field(members, custom_field, order) do
|
|
# Split members into those with values and those without (NULL/empty)
|
|
{members_with_values, members_without_values} =
|
|
split_members_by_value_presence(members, custom_field)
|
|
|
|
# Sort members with values
|
|
sorted_with_values = sort_members_with_values(members_with_values, custom_field, order)
|
|
|
|
# Combine: sorted values first, then NULL/empty values at the end
|
|
sorted_with_values ++ members_without_values
|
|
end
|
|
|
|
# Splits members into those with values and those without
|
|
defp split_members_by_value_presence(members, custom_field) do
|
|
Enum.split_with(members, fn member ->
|
|
has_non_empty_value?(member, custom_field)
|
|
end)
|
|
end
|
|
|
|
# Checks if a member has a non-empty value for the custom field
|
|
defp has_non_empty_value?(member, custom_field) do
|
|
case get_custom_field_value(member, custom_field) do
|
|
nil ->
|
|
false
|
|
|
|
cfv ->
|
|
extracted = extract_sort_value(cfv.value, custom_field.value_type)
|
|
not empty_value?(extracted, custom_field.value_type)
|
|
end
|
|
end
|
|
|
|
# Sorts members that have values for the custom field
|
|
defp sort_members_with_values(members_with_values, custom_field, order) do
|
|
sorted =
|
|
Enum.sort_by(members_with_values, fn member ->
|
|
cfv = get_custom_field_value(member, custom_field)
|
|
extracted = extract_sort_value(cfv.value, custom_field.value_type)
|
|
normalize_sort_value(extracted, order)
|
|
end)
|
|
|
|
# For DESC, reverse only the members with values
|
|
if order == :desc do
|
|
Enum.reverse(sorted)
|
|
else
|
|
sorted
|
|
end
|
|
end
|
|
|
|
# Extracts a sortable value from a custom field value based on its type.
|
|
#
|
|
# Handles different value formats:
|
|
# - `%Ash.Union{}` - Extracts value and type from union
|
|
# - Direct values - Returns as-is for primitive types
|
|
#
|
|
# Returns the extracted value suitable for sorting.
|
|
defp extract_sort_value(%Ash.Union{value: value, type: type}, _expected_type) do
|
|
extract_sort_value(value, type)
|
|
end
|
|
|
|
defp extract_sort_value(value, :string) when is_binary(value), do: value
|
|
defp extract_sort_value(value, :integer) when is_integer(value), do: value
|
|
defp extract_sort_value(value, :boolean) when is_boolean(value), do: value
|
|
defp extract_sort_value(%Date{} = date, :date), do: date
|
|
defp extract_sort_value(value, :email) when is_binary(value), do: value
|
|
defp extract_sort_value(value, _type), do: to_string(value)
|
|
|
|
# Check if a value is considered empty (NULL or empty string)
|
|
defp empty_value?(value, :string) when is_binary(value) do
|
|
String.trim(value) == ""
|
|
end
|
|
|
|
defp empty_value?(value, :email) when is_binary(value) do
|
|
String.trim(value) == ""
|
|
end
|
|
|
|
defp empty_value?(_value, _type), do: false
|
|
|
|
# Normalize sort value for DESC order
|
|
# For DESC, we sort ascending first, then reverse the list
|
|
# This function is kept for consistency but doesn't need to invert values
|
|
defp normalize_sort_value(value, _order), do: value
|
|
|
|
# Updates sort field and order from URL parameters if present.
|
|
#
|
|
# Validates the sort field and order, falling back to defaults if invalid.
|
|
defp maybe_update_sort(socket, %{"sort_field" => sf, "sort_order" => so}) do
|
|
field = determine_field(socket.assigns.sort_field, sf)
|
|
order = determine_order(socket.assigns.sort_order, so)
|
|
|
|
socket
|
|
|> assign(:sort_field, field)
|
|
|> assign(:sort_order, order)
|
|
end
|
|
|
|
defp maybe_update_sort(socket, _), do: socket
|
|
|
|
# Determine sort field from URL parameter, validating against allowed fields
|
|
defp determine_field(default, ""), do: default
|
|
defp determine_field(default, nil), do: default
|
|
|
|
# Determines the valid sort field from a URL parameter.
|
|
#
|
|
# Validates the field against allowed sort fields (regular member fields or custom fields).
|
|
# Falls back to default if the field is invalid.
|
|
#
|
|
# Parameters:
|
|
# - `default` - Default field to use if validation fails
|
|
# - `sf` - Sort field from URL (can be atom, string, nil, or empty string)
|
|
#
|
|
# Returns a valid sort field (atom or string for custom fields).
|
|
defp determine_field(default, sf) when is_binary(sf) do
|
|
# Check if it's a custom field sort (starts with "custom_field_")
|
|
if custom_field_sort?(sf) do
|
|
if valid_sort_field?(sf), do: sf, else: default
|
|
else
|
|
# Try to convert to atom for regular fields
|
|
try do
|
|
atom = String.to_existing_atom(sf)
|
|
if valid_sort_field?(atom), do: atom, else: default
|
|
rescue
|
|
ArgumentError -> default
|
|
end
|
|
end
|
|
end
|
|
|
|
defp determine_field(default, sf) when is_atom(sf) do
|
|
if valid_sort_field?(sf), do: sf, else: default
|
|
end
|
|
|
|
defp determine_field(default, _), do: default
|
|
|
|
# Determines the valid sort order from a URL parameter.
|
|
#
|
|
# Validates that the order is either "asc" or "desc", falling back to default if invalid.
|
|
#
|
|
# Parameters:
|
|
# - `default` - Default order to use if validation fails
|
|
# - `so` - Sort order from URL (string, atom, nil, or empty string)
|
|
#
|
|
# Returns `:asc` or `:desc`.
|
|
defp determine_order(default, so) do
|
|
case so do
|
|
"" -> default
|
|
nil -> default
|
|
so when so in ["asc", "desc"] -> String.to_atom(so)
|
|
_ -> default
|
|
end
|
|
end
|
|
|
|
# Function to update search parameters
|
|
defp maybe_update_search(socket, %{"query" => query}) when query != "" do
|
|
assign(socket, :query, query)
|
|
end
|
|
|
|
defp maybe_update_search(socket, _params) do
|
|
# Keep the previous search query if no new one is provided
|
|
socket
|
|
end
|
|
|
|
# -------------------------------------------------------------
|
|
# Helper Functions for Custom Field Values
|
|
# -------------------------------------------------------------
|
|
|
|
# Retrieves the custom field value for a specific member and custom field.
|
|
#
|
|
# Searches through the member's `custom_field_values` relationship to find
|
|
# the value matching the given custom field.
|
|
#
|
|
# Returns:
|
|
# - `%CustomFieldValue{}` if found
|
|
# - `nil` if not found or if member has no custom field values
|
|
#
|
|
# Examples:
|
|
# get_custom_field_value(member, custom_field) -> %CustomFieldValue{...}
|
|
# get_custom_field_value(member, non_existent_field) -> nil
|
|
def get_custom_field_value(member, custom_field) do
|
|
case member.custom_field_values do
|
|
nil ->
|
|
nil
|
|
|
|
values when is_list(values) ->
|
|
Enum.find(values, fn cfv ->
|
|
cfv.custom_field_id == custom_field.id or
|
|
(cfv.custom_field && cfv.custom_field.id == custom_field.id)
|
|
end)
|
|
|
|
_ ->
|
|
nil
|
|
end
|
|
end
|
|
|
|
# Gets the list of member fields that should be visible in the overview.
|
|
#
|
|
# Reads the visibility configuration from Settings and returns only the fields
|
|
# where show_in_overview is true. Fields not configured in settings default to true.
|
|
#
|
|
# Performance: This function uses the already-loaded settings to avoid N+1 queries.
|
|
# Settings should be loaded once in mount/3 and passed to this function.
|
|
#
|
|
# Parameters:
|
|
# - `settings` - The settings struct loaded from the database
|
|
#
|
|
# Returns a list of atoms representing visible member field names.
|
|
#
|
|
# Fields are read from the global Constants module.
|
|
@spec get_visible_member_fields(map()) :: [atom()]
|
|
defp get_visible_member_fields(settings) do
|
|
# Get all eligible fields from the global constants
|
|
all_fields = Mv.Constants.member_fields()
|
|
|
|
# JSONB stores keys as strings
|
|
visibility_config = settings.member_field_visibility || %{}
|
|
|
|
# Filter to only return visible fields
|
|
Enum.filter(all_fields, fn field ->
|
|
Map.get(visibility_config, Atom.to_string(field), true)
|
|
end)
|
|
end
|
|
end
|