thatguygriffandClaude Opus 4.8
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Cancelling a lesson that was already paid for now credits the student that money instead of leaving it as a manual refund, and the daily scheduled-billing scan applies any available credit against their due charges before emailing the notice. - New us_credits ledger + us_payments.credit_applied column (Payment::netDue). - PaymentService::creditForCancelledLesson issues a per-lesson share of the covering payment's total; wired into all three cancel paths (student self-cancel, instructor status update, admin student-detail cancel). - PaymentService::applyCredits draws credit down FIFO across a run's charges, marking a fully-covered charge paid-by-credit; the notice shows the credit applied and reduced total, and the admin queue shows net due. - Student detail page shows a student's credit balance and history. Ships as part of the unreleased 1.2.0 (same release as scheduled billing). Tests: composer test (585), composer lint, composer cs all pass. Co-Authored-By: Claude Opus 4.8 <[email protected]>
89 lines
4.7 KiB
Markdown
89 lines
4.7 KiB
Markdown
# Feature: Student Administration
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## Overview
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A studio-admin area to browse students, drill into one student's history and
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upcoming activity — lessons and group-class enrolments — and act on their
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behalf: cancel a lesson, withdraw them from a group class, or fix their account
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details.
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## Data Model
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No new tables. The views are composed from existing data:
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- Students are WordPress users with the `us_student` role (`get_users`, `get_userdata`).
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- Lessons come from `{prefix}us_lessons` (with `{prefix}us_availability` for slot times).
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- Group-class enrolments come from `{prefix}us_group_enrollments`.
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- Policy acceptances come from `{prefix}us_policy_acceptances` (with the policy
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and version tables for titles/numbers).
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- Intake answers come from `{prefix}us_question_answers` (with `{prefix}us_questions`
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for labels).
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- Payments come from `{prefix}us_payments`.
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## Admin Interface
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**Students** in wp-admin (`manage_students`, studio admin only):
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- **List** — every `us_student` user: display name, email, registered date, and
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quick counts (upcoming lessons, active group enrolments). Each row links to the
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detail view.
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- **Detail** (`?student_id=`):
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- **Account** — display name, email, registered date.
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- **Upcoming lessons** and **Past lessons** — split by the linked availability
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slot's `start_dt`; each shows date/time, offering, instructor, and status.
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- **Group-class enrolments** — active/past, with offering title and status.
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- **Policy acceptances** — every acceptance the student has recorded, newest
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first: policy title, version, context (account signup / lesson / enrolment),
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and when it was accepted.
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- **Intake answers** — every registration-question answer, newest first:
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question label, answer, and the registration it was given for.
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- **Account credit** (`manage_billing` only) — the student's available credit
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balance plus every credit (date, reason, amount, remaining, status). Credit
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comes from cancelled paid lessons and is applied automatically to upcoming
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scheduled billing. See `credits.md`.
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- **Payment history** (`manage_billing` only) — every payment, newest first:
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date, context, method, status, subtotal, HST, total, and receipt number.
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### Admin actions (detail view)
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All actions are nonce-protected POSTs handled on the detail page:
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- **Edit account** — display name and email. The email must be valid and not in
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use by another account.
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- **Cancel lesson** — on any non-cancelled upcoming lesson. Uses the same path
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as student-initiated cancellation: the lesson is marked `cancelled`, the
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availability slot is freed for rebooking, and a still-pending payment is
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voided. A paid lesson is credited back to the student's account (see
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`credits.md`) rather than refunded.
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- **Withdraw** — on an active group-class enrolment: marked `cancelled` (freeing
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its capacity seat), with the same pending-payment voiding.
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## Capabilities
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- `manage_students` — studio admin (administrators inherit it via the
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`user_has_cap` filter). No new capabilities or tables.
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## Implementation
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- Admin controller: `Unsupervised\Schedular\Auth\StudentController` (list + detail)
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- Templates: `templates/admin/students.php`, `templates/admin/student-detail.php`
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- Reuses `Booking\BookingRepository::findByStudent` + `countUpcomingForStudent`,
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`Availability\AvailabilityRepository::findById`,
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`Offering\OfferingRepository::findById`,
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`GroupClass\EnrollmentRepository::findByStudent` + `countActiveForStudent`
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- History sections: `Auth\StudentHistory` builds the display rows from
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`Policy\AcceptanceRepository::findByStudent`,
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`Registration\AnswerRepository::findByStudent`, and
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`Payment\PaymentRepository::findByStudent`, resolving policy/version titles and
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question labels (unit-tested with mocked repositories).
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- Actions: `Auth\StudentActions` — cancel lesson / withdraw enrolment (both
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refuse records that don't belong to the student, and reuse
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`Payment\PaymentService::voidPending`) and account updates via
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`wp_update_user` (unit-tested with mocked repositories).
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- Upcoming/past split: `Auth\StudentSchedule::partition()` (pure, unit-tested)
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- The upcoming/past split is extracted into a small pure helper so it is
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unit-testable (the controller itself follows the repo convention of not being
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unit-tested).
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## Tests
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- `tests/Unit/Auth/StudentScheduleTest.php` (the pure upcoming/past split helper)
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- `tests/Unit/Auth/StudentHistoryTest.php` (history display rows + fallbacks)
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- `tests/Unit/Auth/StudentActionsTest.php` (cancel/withdraw guards + side
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effects, account validation)
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- `findByStudent` coverage in `tests/Unit/Policy/AcceptanceRepositoryTest.php`,
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`tests/Unit/Registration/AnswerRepositoryTest.php`, and
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`tests/Unit/Payment/PaymentRepositoryTest.php`
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