Files
unsupervised-scheduler/docs/features/lesson-booking.md
T
thatguygriffandClaude Fable 5 14f43232c9
CI / Tests (PHP 8.2) (pull_request) Successful in 1m15s
CI / Tests (PHP 8.1) (pull_request) Successful in 1m16s
CI / No Debug Code (pull_request) Successful in 2s
CI / Coding Standards (pull_request) Successful in 3m15s
CI / PHPStan (pull_request) Successful in 3m14s
CI / Tests (PHP 8.3) (pull_request) Successful in 2m37s
CI / Build Plugin Zip (pull_request) Skipped
Default lessons to a week view on the booking page and in wp-admin
The front-end booking calendar now opens in the Week view (anchored to the
week of the earliest open slot) with List still available. The Scheduler and
My Lessons admin pages gain a week calendar (usc_view/usc_week, bucketed via
a new generic WeekCalendar::bucket()) and open in it by default; the original
table remains as the List view since it carries the HST / e-transfer forms.

Closes #76

Co-Authored-By: Claude Fable 5 <[email protected]>
2026-07-22 10:13:04 -03:00

107 lines
7.6 KiB
Markdown

# 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 open slots as a weekly calendar (the default, anchored to the week of the earliest open slot) or an agenda list (view toggle with previous/next-week navigation; times shown in 12-hour AM/PM form).
2. Student picks a slot and an **offering** (a 30 or 60-minute private-lesson type). When the slot is tied to an offering the form shows it locked (the student sees exactly what they are booking); otherwise the form presents the instructor's active private-lesson offerings whose duration fits the slot. Every booking requires an offering — a generic slot with no fitting offering cannot be booked online.
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. A booking with nothing owed (a free offering) creates no payment and is `confirmed` immediately.
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`.
10. The booking page also shows the student their upcoming lessons (`GET /bookings`) with a per-lesson status badge (pending payment / confirmed) and a **Cancel** button.
## Cancellation
Students cancel their own lessons via `POST /bookings/{id}/cancel` (idempotent).
Cancelling marks the lesson `cancelled`, frees the availability slot for
rebooking, and voids a still-pending payment (marked `failed` so it leaves the
admin confirmation queue). A `paid` payment is never touched — refunds are a
manual, admin-side decision. Instructors cancelling via
`PATCH /bookings/{id}/status` get the same slot release and payment voiding;
reinstating a cancelled lesson re-claims its slot and fails with `409
slot_taken` if the freed time was booked by someone else in the meantime.
## 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` |
| `POST` | `/wp-json/us-scheduler/v1/bookings/{id}/cancel` | Logged-in owner of the 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`). The response includes `ids`, the resulting lesson
`status`, and `payment` — a `{id, method, status}` summary, or `null` when
nothing is owed (the front end then skips the payment step).
An offering is always required (`400 offering_required` otherwise): a slot tied
to an offering uses that offering regardless of the request, while a generic
slot uses the student's `offering_id`, which must be one of the instructor's
active `private_lesson` offerings whose `duration_minutes` matches the slot.
`GET /bookings` returns the caller's upcoming, non-cancelled lessons (their own
for students; the instructor's for callers with `manage_availability`), each
with the slot's `start_dt`/`end_dt`.
Group classes follow the same registration flow but enrol against an offering of
kind `group_class`; see `group-classes.md`.
## Admin Interface
- **Scheduler** (`view_all_lessons` — studio admin / administrators): all upcoming lessons across all instructors
- **My Lessons** (`view_own_lessons`): upcoming lessons for the logged-in instructor
Both pages open in a **Week** calendar view by default (`usc_view`/`usc_week`
query params, same pattern as the availability page, bucketed via
`Availability\WeekCalendar`), with the original table available as the **List**
view — the list is where the per-lesson HST and e-transfer edit forms live.
## 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` (`insertSeries()` builds a weekly series sharing a `series_id`)
- Model: `Unsupervised\Schedular\Booking\Lesson`
- Registration gate: `Unsupervised\Schedular\Registration\RegistrationGate` — validates and records intake answers + booking-scoped policy acceptances; shared with group enrolment
- Admin controller: `Unsupervised\Schedular\Booking\LessonController`
- REST endpoint: `Unsupervised\Schedular\Booking\BookingEndpoint`
- Frontend: `Unsupervised\Schedular\Booking\BookingPage`, `Unsupervised\Schedular\Auth\LoginPage`
> **Payment seam:** a priced booking is created with `status = pending` and its
> payment linked via `payment_id`; the lesson is confirmed when the payment is
> settled (see `payments.md`) or manually via `PATCH /bookings/{id}/status`.
> Unpriced bookings skip the seam entirely and are confirmed at creation.
> `GET /policies?scope=booking` returns just the booking-gate policies the form
> must collect.
## Tests
- `tests/Unit/Booking/BookingRepositoryTest.php`
- `tests/Unit/Booking/LessonTest.php`