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unsupervised-scheduler/docs/features/lesson-booking.md
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Add feature specs for booking platform requirements
Update availability, lesson-booking, and user-roles docs and add specs
for offerings, group classes, registration questions, versioned policies,
Stripe payments (with e-transfer/comp overrides and receipts), and
monthly per-instructor payment reporting. Tracked in issues #1-#9.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 09:58:50 -03:00

4.7 KiB

Feature: Lesson Booking

Overview

Students register for a private lesson by choosing an offering, picking a time (or reserving a weekly slot for the term), answering the offering's intake questions, accepting current policies, and paying. Instructors confirm or cancel from wp-admin or via the REST API. A lesson becomes confirmed only once its payment is paid (or the student is comp'd).

Data Model — {prefix}us_lessons

Column Type Notes
id BIGINT UNSIGNED Primary key
slot_id BIGINT UNSIGNED FK → us_availability.id
offering_id BIGINT UNSIGNED FK → us_offerings.id (the private-lesson type booked)
student_id BIGINT UNSIGNED WordPress user ID
instructor_id BIGINT UNSIGNED WordPress user ID (denormalised for fast queries)
recurrence VARCHAR(10) single or weekly
series_id BIGINT UNSIGNED Nullable — groups the lesson rows of one weekly reservation
status VARCHAR(20) pending / confirmed / cancelled
payment_id BIGINT UNSIGNED Nullable FK → us_payments.id
notes TEXT Optional student notes
created_at DATETIME Insertion time

Registration Flow

  1. Student opens the page with the [us_booking] shortcode and browses the calendar.
  2. Student picks an offering (a 30 or 60-minute private-lesson type) and a slot.
  3. For a weekly reservation, the same weekday/time is held for the rest of the offering's term.
  4. Student answers the offering's questions (GET /offerings/{id}/questions).
  5. Student accepts the current published policy versions (GET /policies) — required to continue.
  6. Payment is taken per the student's billing method (card by default; pending for e-transfer; skipped for comp). See payments.md.
  7. POST /bookings creates the lesson row(s) (status = pending), records answers and policy acceptances, marks us_availability.is_booked = 1, and links the payment.
  8. On successful payment (or comp) the lesson is confirmed and a receipt is emailed.
  9. Instructor sees the booking under My Lessons and may update status via PATCH /bookings/{id}/status.

Weekly Reservations

A weekly reservation creates one series_id shared across N lesson rows (one per week in the term) and reserves the matching availability windows. It is billed full-term upfront as a single payment (billing_mode = full_term on the offering).

REST API

Method Endpoint Permission
GET /wp-json/us-scheduler/v1/bookings Any logged-in user
POST /wp-json/us-scheduler/v1/bookings book_lesson
PATCH /wp-json/us-scheduler/v1/bookings/{id}/status manage_availability or admin

POST /bookings body: offering_id, slot_id, recurrence, answers[] (question_id → value), accepted_policy_version_ids[], and payment data (see payments.md).

GET /bookings returns the caller's own lessons (student view) or upcoming lessons for the instructor if the caller has manage_availability.

Group classes follow the same registration flow but enrol against an offering of kind group_class; see group-classes.md.

Admin Interface

  • Scheduler (manage_options only): all upcoming lessons across all instructors
  • My Lessons (view_own_lessons): upcoming lessons for the logged-in instructor

Frontend Shortcodes

  • [us_booking] — student calendar + registration flow; requires book_lesson capability
  • [us_student_login] — front-end login form for students

Implementation

  • Repository: Unsupervised\Schedular\Booking\BookingRepository
  • Model: Unsupervised\Schedular\Booking\Lesson
  • Admin controller: Unsupervised\Schedular\Booking\LessonController
  • REST endpoint: Unsupervised\Schedular\Booking\BookingEndpoint
  • Frontend: Unsupervised\Schedular\Booking\BookingPage, Unsupervised\Schedular\Auth\LoginPage

Tests

  • tests/Unit/Booking/BookingRepositoryTest.php
  • tests/Unit/Booking/LessonTest.php