Files
unsupervised-scheduler/docs/features/user-roles.md
T
thatguygriff b4acae34a3 Grant studio-admin capabilities to WordPress administrators
WordPress administrators (manage_options) now implicitly hold every
studio-admin capability via a user_has_cap filter, so the site owner runs
the studio without being assigned the separate us_studio_admin role. The
grant persists nothing and is removed on deactivation. The us_studio_admin
role still exists for non-administrator staff and does NOT confer any core
WordPress admin powers.

Also re-gate the studio-wide "Scheduler" dashboard off manage_options onto
a new view_all_lessons capability (added to the studio-admin cap set), so a
us_studio_admin user can see it too — previously it was administrator-only.

- RoleManager: STUDIO_ADMIN_CAPS constant, CAP_VIEW_ALL_LESSONS,
  grantStudioCapsToAdministrators() user_has_cap filter
- AdminMenu + LessonController: Scheduler gated on view_all_lessons
- Docs: user-roles.md cap matrix + administrator note; lesson-booking.md
- Tests: administrators receive studio caps; non-admins do not

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 12:02:54 -03:00

74 lines
4.2 KiB
Markdown

# Feature: User Roles
## Overview
Three custom WordPress user roles control access to all scheduling features: a studio admin who runs the business, instructors who teach, and students who book.
## Roles
### Studio Admin (`us_studio_admin`)
Runs the studio. Logs in via standard wp-admin. Can:
- Create instructor accounts and set/revoke each instructor's capabilities
- Manage offerings, intake questions, and policies
- Configure Stripe credentials and per-student billing overrides (card / e-transfer / comp)
- View the studio-wide scheduler (all upcoming lessons across instructors)
- View the all-instructor payments report and export it
**Capabilities:** `read`, `manage_instructors`, `manage_offerings`, `manage_questions`, `manage_policies`, `manage_billing`, `view_all_lessons`, `view_all_payments`, `export_payments`
> Any WordPress **administrator** (`manage_options`) implicitly holds every
> studio-admin capability above, so the site owner runs the studio without being
> assigned the `us_studio_admin` role. This is applied dynamically via the
> `user_has_cap` filter (`RoleManager::grantStudioCapsToAdministrators()`) — it
> persists nothing and is removed when the plugin is deactivated. The
> `us_studio_admin` role exists for non-administrator staff who manage the studio.
### Instructor (`us_instructor`)
Created by the studio admin. Logs in via standard wp-admin. Can:
- Manage their own availability slots (add/delete), including weekly-recurring windows
- Manage their own offerings and intake questions
- View their upcoming confirmed/pending lessons and group enrolments
- View and export their own payments
**Capabilities:** `read`, `manage_availability`, `manage_offerings`, `manage_questions`, `view_own_lessons`, `view_own_payments`, `export_payments`
### Student (`us_student`)
Logs in via the front-end `[us_student_login]` shortcode. Can:
- Browse available lesson slots and offerings from all instructors
- Book a private lesson (single or weekly) and enrol in group classes
**Capabilities:** `read`, `book_lesson`, `view_own_lessons`
## Capability Matrix
| Capability | Studio Admin | Instructor | Student | Used by |
|-----------------------|:------------:|:----------:|:-------:|---------------------------------|
| `manage_instructors` | ✓ | | | Instructor management |
| `manage_availability` | | ✓ | | Availability |
| `manage_offerings` | ✓ | ✓ (own) | | Offerings |
| `manage_questions` | ✓ | ✓ (own) | | Registration questions |
| `manage_policies` | ✓ | | | Policies |
| `manage_billing` | ✓ | | | Payments (Stripe + overrides) |
| `book_lesson` | | | ✓ | Lesson booking / enrolment |
| `view_all_lessons` | ✓ | | | Scheduler dashboard |
| `view_own_lessons` | | ✓ | ✓ | Lesson + group views |
| `view_own_payments` | | ✓ | | Payment reporting |
| `view_all_payments` | ✓ | | | Payment reporting |
| `export_payments` | ✓ | ✓ (own) | | Payment reporting export |
## Instructor Management
The studio admin gets an **Instructors** admin page (gated by `manage_instructors`)
to add an instructor — creating the WP user with the `us_instructor` role — and to
toggle that instructor's per-capability access (e.g. whether they may manage their
own offerings/questions or export payments). The studio admin cannot grant a
capability it does not itself hold.
## Implementation
- Class: `Unsupervised\Schedular\Auth\RoleManager`
- Instructor management controller: `Unsupervised\Schedular\Auth\InstructorController`
- Roles are created on `plugins_loaded → init` and on plugin activation via `Installer`.
- Permissions are checked with `current_user_can()` against the capability string, not the role name.
## Tests
- `tests/Unit/Auth/RoleManagerTest.php`
- `tests/Unit/Auth/InstructorControllerTest.php`