Files
unsupervised-scheduler/docs/features/student-administration.md
T
thatguygriffandClaude Opus 5 b772e1811e Let parents register once and book for their children
A parent registers once and manages lessons for one or more children, who
need no login of their own. A child is a real wp_users row with the student
role but no usable login — so student_id keeps meaning "a WordPress user"
on every table, and booking, credits, policies and enrolments work unchanged.
A us_guardians link table maps guardian to child.

The signup form gains a parent/guardian tick that reveals a block per child,
with the account-signup questions asked per child rather than per guardian
— they describe the student, not the account holder. Signup policies are
recorded once per child with the guardian as the acceptor, which is the
record that actually means something. A family that half-creates is rolled
back entirely rather than leaving a guardian who cannot re-register.

The booking and enrolment forms gain a "Who is this for?" picker listing
children first, so the default selection is never the parent — booking for
the wrong child is correctable, quietly billing a parent for their kid's
lesson is not. POST /bookings and POST /enrollments take an optional
student_id honoured only for that child's guardian; anything else is a 403.
That check is the authorisation boundary of the feature.

Payments and credits gain a payer: the charge names the child it was for and
the guardian who owes it, so per-child reporting is unchanged while notices,
receipts and the payment step reach the parent. Credit is held by the payer,
so one child's cancellation can settle a sibling's charge, and the daily
billing scan sends a guardian one notice covering every child.

Closes #132

Co-Authored-By: Claude Opus 5 <[email protected]>
2026-07-29 16:07:52 -03:00

96 lines
5.1 KiB
Markdown

# Feature: Student Administration
## Overview
A studio-admin area to browse students, drill into one student's history and
upcoming activity — lessons and group-class enrolments — and act on their
behalf: cancel a lesson, withdraw them from a group class, or fix their account
details.
## Data Model
No new tables. The views are composed from existing data:
- Students are WordPress users with the `us_student` role (`get_users`, `get_userdata`).
- Lessons come from `{prefix}us_lessons` (with `{prefix}us_availability` for slot times).
- Group-class enrolments come from `{prefix}us_group_enrollments`.
- Policy acceptances come from `{prefix}us_policy_acceptances` (with the policy
and version tables for titles/numbers).
- Intake answers come from `{prefix}us_question_answers` (with `{prefix}us_questions`
for labels).
- Payments come from `{prefix}us_payments`.
## Admin Interface
**Students** in wp-admin (`manage_students`, studio admin only):
- **List** — every `us_student` user: display name, email, registered date, and
quick counts (upcoming lessons, active group enrolments). Each row links to the
detail view.
- **Detail** (`?student_id=`):
- **Account** — display name, email, registered date.
- **Upcoming lessons** and **Past lessons** — split by the linked availability
slot's `start_dt`; each shows date/time, offering, instructor, and status.
- **Group-class enrolments** — active/past, with offering title and status.
- **Policy acceptances** — every acceptance the student has recorded, newest
first: policy title, version, context (account signup / lesson / enrolment),
and when it was accepted.
- **Intake answers** — every registration-question answer, newest first:
question label, answer, and the registration it was given for.
- **Account credit** (`manage_billing` only) — the student's available credit
balance plus every credit (date, reason, amount, remaining, status). Credit
comes from cancelled paid lessons and is applied automatically to upcoming
scheduled billing. See `credits.md`.
- **Payment history** (`manage_billing` only) — every payment, newest first:
date, context, method, status, subtotal, HST, total, and receipt number.
### Admin actions (detail view)
All actions are nonce-protected POSTs handled on the detail page:
- **Edit account** — display name and email. The email must be valid and not in
use by another account.
- **Cancel lesson** — on any non-cancelled upcoming lesson. Uses the same path
as student-initiated cancellation: the lesson is marked `cancelled`, the
availability slot is freed for rebooking, and a still-pending payment is
voided. A paid lesson is credited back to the student's account (see
`credits.md`) rather than refunded.
- **Withdraw** — on an active group-class enrolment: marked `cancelled` (freeing
its capacity seat), with the same pending-payment voiding.
## Capabilities
- `manage_students` — studio admin (administrators inherit it via the
`user_has_cap` filter). No new capabilities or tables.
## Implementation
- Admin controller: `Unsupervised\Schedular\Auth\StudentController` (list + detail)
- Templates: `templates/admin/students.php`, `templates/admin/student-detail.php`
- Reuses `Booking\BookingRepository::findByStudent` + `countUpcomingForStudent`,
`Availability\AvailabilityRepository::findById`,
`Offering\OfferingRepository::findById`,
`GroupClass\EnrollmentRepository::findByStudent` + `countActiveForStudent`
- History sections: `Auth\StudentHistory` builds the display rows from
`Policy\AcceptanceRepository::findByStudent`,
`Registration\AnswerRepository::findByStudent`, and
`Payment\PaymentRepository::findByStudent`, resolving policy/version titles and
question labels (unit-tested with mocked repositories).
- Actions: `Auth\StudentActions` — cancel lesson / withdraw enrolment (both
refuse records that don't belong to the student, and reuse
`Payment\PaymentService::voidPending`) and account updates via
`wp_update_user` (unit-tested with mocked repositories).
- Upcoming/past split: `Auth\StudentSchedule::partition()` (pure, unit-tested)
- The upcoming/past split is extracted into a small pure helper so it is
unit-testable (the controller itself follows the repo convention of not being
unit-tested).
## Tests
- `tests/Unit/Auth/StudentScheduleTest.php` (the pure upcoming/past split helper)
- `tests/Unit/Auth/StudentHistoryTest.php` (history display rows + fallbacks)
- `tests/Unit/Auth/StudentActionsTest.php` (cancel/withdraw guards + side
effects, account validation)
- `findByStudent` coverage in `tests/Unit/Policy/AcceptanceRepositoryTest.php`,
`tests/Unit/Registration/AnswerRepositoryTest.php`, and
`tests/Unit/Payment/PaymentRepositoryTest.php`
## Family Relationships
The students list gains a **Family** column — a child links to their guardian,
a guardian lists their children — and the student screen a **Family** panel. A
child's listed email is their guardian's, since a child's own address is an
undeliverable placeholder, and the credit balance shown is the payer's, labelled
with whose account holds it. See `parent-guardian-accounts.md`.