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unsupervised-scheduler/docs/features/policies.md
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Demo follow-ups: editable policy name, one-page signup, group classes in upcoming lessons, deletion cleanup
Five items from the latest demo pass:

- A policy's title can be edited from the Policies screen. Only the title
  moves; the slug is what the gates resolve policies by, so a rename can
  never detach a policy from acceptances already recorded against it.
- Signup is one page again. The studio's registration questions move from
  a second step behind "Next" onto the main form, in an "About you" panel
  above the students being added, and that panel also asks an adult
  student for their birth year (the same us_birth_year meta a child's
  uses). register.js disables and hides the whole panel for a pure
  guardian, since the questions describe a student.
- The password is re-scored on submit, not only as it is typed. zxcvbn's
  dictionary arrives after page load, so a password typed straight away
  was never scored at all and the first the student heard of it was the
  server rejecting the whole form.
- Group-class sessions appear alongside lessons wherever upcoming lessons
  are listed: the [us_scheduler] panel (students and instructors) and the
  admin student detail page. GroupClass\SessionSchedule derives them from
  Offering::sessionWindows(), the same derivation the billing scan uses.
  They carry kind = 'group_class' and no Cancel action - a session is one
  date in a term, not a booked slot.
- Deleting a user releases what the account was holding: each upcoming
  lesson is cancelled, its slot freed for rebooking, its pending payment
  voided, and active class enrolments cancelled. Past lessons and paid
  history are left alone.

Tests: composer test (851), composer lint, composer cs all pass.

Co-Authored-By: Claude Opus 5 <[email protected]>
2026-07-30 11:45:04 -03:00

94 lines
7.8 KiB
Markdown

# Feature: Policies
## Overview
The studio admin drafts, versions, and publishes policies (e.g. cancellation, payment, code of conduct). Registrants must read and accept the current published version of every policy before they can book. Acceptance is recorded against the specific version, so when a policy is updated students must re-accept it at their next booking.
## Data Model — `{prefix}us_policies`
| Column | Type | Notes |
|----------------------|------------------|------------------------------------------------|
| `id` | BIGINT UNSIGNED | Primary key |
| `title` | VARCHAR(191) | Display name |
| `slug` | VARCHAR(191) | Unique key, e.g. `cancellation` |
| `current_version_id` | BIGINT UNSIGNED | Nullable FK → `us_policy_versions.id` (published) |
| `acceptance_scope` | VARCHAR(20) | `signup` / `booking` / `both` — when it must be accepted |
| `created_at` | DATETIME | Insertion time |
## Data Model — `{prefix}us_policy_versions`
| Column | Type | Notes |
|------------------|------------------|----------------------------------------------------|
| `id` | BIGINT UNSIGNED | Primary key |
| `policy_id` | BIGINT UNSIGNED | FK → `us_policies.id` |
| `version_number` | INT | Increments per policy, starting at 1 |
| `body` | LONGTEXT | The policy text (HTML/markdown) |
| `status` | VARCHAR(20) | `draft` / `published` / `archived` |
| `published_at` | DATETIME | When published; NULL for drafts |
| `created_at` | DATETIME | Insertion time |
## Data Model — `{prefix}us_policy_acceptances`
| Column | Type | Notes |
|---------------------|------------------|--------------------------------------------------------|
| `id` | BIGINT UNSIGNED | Primary key |
| `policy_version_id` | BIGINT UNSIGNED | FK → `us_policy_versions.id` (the exact version accepted) |
| `student_id` | BIGINT UNSIGNED | WordPress user ID |
| `registration_type` | VARCHAR(20) | `lesson` or `enrollment` |
| `registration_id` | BIGINT UNSIGNED | FK → `us_lessons.id` or `us_group_enrollments.id` |
| `accepted_at` | DATETIME | Timestamp of acceptance |
| `ip_address` | VARCHAR(45) | IP captured at acceptance (audit trail) |
## Versioning & Acceptance Rules
- Editing a published policy creates a new `draft` version; the old version stays `published` until the draft is published.
- Editing a `draft` version rewrites it in place — nobody has accepted it yet, so there is nothing to preserve and no new version is created. `PATCH /policies/{id}/versions/{vid}` allows only this case; the admin page also accepts an edit to a `published` or `archived` version and branches a new draft from it.
- Publishing a draft sets it `published`, stamps `published_at`, archives the prior version, and points `us_policies.current_version_id` at it.
- The registration gate requires acceptance of the `current_version_id` of every policy. Because acceptance is tied to `policy_version_id`, a newly published version is unaccepted and must be re-accepted at the student's next booking.
## Admin Interface
**Policies** in wp-admin (`manage_policies`, studio admin only):
- Create a policy; draft version bodies
- **Rename** the selected policy (`rename_policy`, `PolicyRepository::updateTitle()`). Only the title changes: the slug is the identifier `findBySlug()` and the gates resolve policies by, so renaming can never detach a policy from versions students have already accepted. A blank title, or one longer than `Policy::MAX_TITLE_LENGTH`, is ignored
- View the content of any version (`?page=us-policies&policy_id={id}&version_id={vid}`), whatever its status
- Edit from the viewer: a draft is saved in place; editing a published or archived version instead saves the text as a **new draft version** (the viewer follows to it), so text students have already accepted is never rewritten
- Publish a draft version; view acceptance history per version
## Rendering a Policy Body
Bodies are typed into a plain textarea, so most are written as blank-line-separated prose with no markup. `PolicyVersion::bodyHtml()` is the single render path — `wp_kses_post()` then `wpautop()`, the same treatment WordPress gives post content — so unmarked-up text arrives as real paragraphs and bodies that do carry markup are left alone. It feeds the booking/enrolment JSON (`GET /policies`), the signup form, and the admin version viewer, which therefore previews exactly what students see.
The acceptance markup (`.us-policy` / `.us-policy-body`) is styled in `assets/css/frontend.css` as a bounded, vertically scrolling reading box with `overflow-wrap: break-word`, so a long policy or a pasted URL cannot force a horizontal scrollbar or push the accept checkbox out of view. `RegistrationPage` enqueues that stylesheet for the signup gate; `BookingPage` and `GroupClassPage` already did.
## REST API
| Method | Endpoint | Permission |
|----------|-----------------------------------------------------------------|-------------------|
| `GET` | `/wp-json/us-scheduler/v1/policies` | Public (current published versions) |
| `POST` | `/wp-json/us-scheduler/v1/policies` | `manage_policies` |
| `POST` | `/wp-json/us-scheduler/v1/policies/{id}/versions` | `manage_policies` |
| `PATCH` | `/wp-json/us-scheduler/v1/policies/{id}/versions/{vid}` | `manage_policies` |
| `POST` | `/wp-json/us-scheduler/v1/policies/{id}/versions/{vid}/publish` | `manage_policies` |
Acceptances are not posted directly — they are written as part of `POST /bookings`
and `POST /enrollments` via the `accepted_policy_version_ids[]` field, which must
cover every policy's current version or the registration is rejected.
## Implementation
- Repositories: `Unsupervised\Schedular\Policy\PolicyRepository`, `Unsupervised\Schedular\Policy\PolicyVersionRepository`, `Unsupervised\Schedular\Policy\AcceptanceRepository`
- Models: `Unsupervised\Schedular\Policy\Policy`, `Unsupervised\Schedular\Policy\PolicyVersion`, `Unsupervised\Schedular\Policy\PolicyAcceptance`
- Service: `Unsupervised\Schedular\Policy\PolicyService` — orchestrates create / add-draft / publish across the policies and versions tables (archive prior current version, stamp `published_at`, repoint `current_version_id`)
- Admin controller: `Unsupervised\Schedular\Policy\PolicyController`
- REST endpoint: `Unsupervised\Schedular\Policy\PolicyEndpoint`
## Tests
- `tests/Unit/Policy/PolicyValueObjectsTest.php`
- `tests/Unit/Policy/PolicyRepositoryTest.php`
- `tests/Unit/Policy/PolicyVersionRepositoryTest.php`
- `tests/Unit/Policy/AcceptanceRepositoryTest.php`
- `tests/Unit/Policy/PolicyServiceTest.php`
- `tests/Unit/Policy/PolicyControllerTest.php`
- `tests/Unit/Policy/PolicyEndpointTest.php`
## Who Accepted
`us_policy_acceptances.accepted_by` records the person who actually ticked the
box, where that differs from `student_id` — a guardian agreeing on a child's
behalf. It defaults to 0, read back as "the student agreed for themselves"
(`PolicyAcceptance::acceptorOrStudent()`). See `parent-guardian-accounts.md`.