unsupervised-scheduler/docs/features/group-classes.md

# Feature: Group Classes

## Overview
Students enrol in a group class — an offering of kind `group_class` — as a commitment for the year. Enrolment is capacity-enforced and billed full-term upfront. Registration reuses the same flow as private lessons (intake questions + policy acceptance + payment).

A group class can be marked **invite-only** (`us_offerings.access_mode = invite_only`, see `offerings.md`). Invite-only classes are hidden from the public catalog — they never appear in the student booking/group-class list — and can only be enrolled in by students the instructor has let in. See **Invite-only access** below.

## Data Model — `{prefix}us_group_enrollments`

| Column         | Type             | Notes                                                       |
|----------------|------------------|-------------------------------------------------------------|
| `id`           | BIGINT UNSIGNED  | Primary key                                                 |
| `offering_id`  | BIGINT UNSIGNED  | FK → `us_offerings.id` (kind = `group_class`)               |
| `student_id`   | BIGINT UNSIGNED  | WordPress user ID                                           |
| `instructor_id`| BIGINT UNSIGNED  | WordPress user ID (denormalised from the offering)          |
| `status`       | VARCHAR(20)      | `active` / `cancelled` / `completed`                        |
| `payment_id`   | BIGINT UNSIGNED  | Nullable FK → `us_payments.id`                             |
| `enrolled_by`  | BIGINT UNSIGNED  | Staff member who added the student from wp-admin; 0 when the student (or their guardian) enrolled themselves |
| `enrolled_at`  | DATETIME         | Insertion time                                             |

## Class Dates, Time, and Instructor
A group class offering carries `term_start`/`term_end` plus a `class_time` and an
owning `instructor_id` (see `offerings.md`): one-off classes end the day they
start; weekly classes run a set number of sessions, all at `class_time`. The class
card on the enrolment page shows **when** the class meets (the date or date range
plus the start time) and **who** teaches it (the assigned instructor's name,
surfaced as `instructor_name` on the `GET /offerings` response). Instructor names
in the group-class views (front and back end) use the instructor's real name
(first + last) or nickname, never their login — see `Auth\UserName::format()`.

Assigning an instructor to a scheduled class removes that instructor's open
booking slots at the class time and flags any already-booked lesson that clashes;
see **Instructor assignment** in `offerings.md`.

### Sessions in the "upcoming" views
`GroupClass\SessionSchedule` turns an enrolment into the dated sessions behind it,
so a class appears alongside one-to-one lessons wherever upcoming lessons are
listed. A class is a term, not rows in `us_availability`, so an enrolment carries
no date of its own — the concrete windows come from `Offering::sessionWindows()`,
the same derivation the billing scan and the class-slot reconciler use, which is
what keeps a student's list, an instructor's list and the invoice agreeing on when
the class meets.

- `upcomingForStudent()` — every not-yet-started session of each enrolment that is
  not `cancelled`. `completed` is a *billing* state and says nothing about the
  calendar, so those sessions stay listed.
- `upcomingForInstructor()` — every session of each active group class they own,
  one row per session however many students are enrolled; enrolments are not
  consulted, because a class still has to be taught if nobody has signed up yet.

**A class you are enrolled in must never silently vanish from these lists.** Both
the class time and the duration are optional on the offering form, and the
schedule note exists precisely so a studio can write "Tuesdays 4:00pm" rather than
pin the class to a clock. So the schedule degrades instead of disappearing:

| Class has | What the list gets |
|---|---|
| date + time + duration | one dated row per remaining session, with an end time |
| date + time, no duration | one dated row per remaining session, `end_dt` empty — when it starts is worth showing without guessing when it ends |
| no class time | **one** row for the class as a whole, sorted by term start (or by "now" once the term is under way), with `schedule` text from `Offering::scheduleLabel()` — the studio's note, else the term dates, else "Schedule to be confirmed" |
| a term whose last day has passed | nothing |

`schedule` is the tell: non-null means "a class, described in words, not a session
at a known time", and every renderer shows that text in place of a date and time.
An undated row's `start_dt` is a **sort key only** — never displayed.

`Offering::sessionStarts()` is the split that makes this work: it needs only the
date and the time, because knowing *when* a class meets is a separate question
from knowing how long it runs. `sessionWindows()` is that plus the duration, and
still returns nothing without one — availability blocking and per-session billing
need both ends of a window.

Consumers mark these rows `kind = 'group_class'` (`SessionSchedule::KIND`) and
withhold the per-lesson actions from them: a session is one date in a term, not a
booked slot, so there is nothing to cancel session by session and no slot to
release. Withdrawing from the class is the separate, whole-enrolment decision.

Where they show up: the `[us_scheduler]` upcoming panel via `GET /bookings`
(students and instructors both), and the **Upcoming lessons** table on the admin
student detail page. Only *upcoming* sessions are added there — the
**Group-class enrolments** table below already records the whole history, and a
term's worth of past dates would bury the lessons under "Past lessons".

## Enrolment Flow
The class list is loaded together with the household's enrolments
(`GET /enrollments`), and the two are matched up **per student**, not per account.
Each active enrolment in a class adds its own line to the card — "Ada is enrolled
in this class." — with its own **Withdraw** button, and the Enrol button stays
(reading "Enrol another student") for as long as anyone the account may enrol is
still out of the class. The enrolment form then offers only those students; when
exactly one is left the picker collapses to a hidden field carrying that student's
id, because an omitted `student_id` reads as "enrol the account holder" and would
sign up the parent instead of the last child. Only when the whole household is
enrolled does the Enrol button disappear.

The per-student matching mirrors the server, which rejects a duplicate with
`409 already_enrolled` for that `(offering, student)` pair alone — a sibling is
never a duplicate, and a cancelled enrolment does not block re-enrolling.

1. Student opens a group class from the offering catalog. Each class card shows its price with the **cadence** it is billed on — `120.00 CAD up front`, `40.00 CAD monthly`, and so on.
2. Student answers the offering's questions (`GET /offerings/{id}/questions`).
3. Student accepts the current published policy versions (`GET /policies`) — required to continue.
4. The enrolment form restates the price (with HST) and requires a second, separate agreement to pay that amount before it will submit. See **Price Display and the Pay Agreement** in `payments.md`.
5. Full-term payment is taken per the student's billing method (card by default; `pending` for e-transfer; skipped for comp). See `payments.md`.
6. `POST /enrollments` creates the enrolment (`status = active`), records answers and policy acceptances, and links the payment — but only if the offering's `capacity` has not been reached.
7. On successful payment (or comp) a receipt is emailed.

Capacity is enforced at enrolment time by counting `active` rows for the offering;
a class at capacity rejects further enrolments.

Enrolment also closes after the class's **enrolment deadline** (the instructor's
`enrollment_deadline`, defaulting to `term_start` — the first class day; see
`offerings.md`). Past the deadline `POST /enrollments` rejects the enrolment with
`403 enrollment_closed`, and the class list shows "Enrolment has closed." in place
of the Enrol button. While enrolment is still open the class card shows an
"Enrol by" line with the effective deadline date.

The deadline only bounds student **self**-enrolment. An instructor (or studio admin)
can still enrol someone by hand from the class **details page** — the **Add students
directly** control, available for every group class, deliberately bypasses the
deadline (and capacity) so a **late enrolment** can be added after the class has
closed. Past the deadline the details page labels these as late enrolments. See
**Admin Interface** below.

## Withdrawal Flow
A student may withdraw themselves from a class they are enrolled in through the same
group-class page: an active enrolment shows a **Withdraw** button. A guardian sees one
per enrolled child, labelled with the child's name, so the right seat is the one released.
`POST /enrollments/{id}/withdraw` marks the enrolment `cancelled` (freeing its
capacity seat) and voids any still-pending payment. It **never issues an account
credit** — a timely withdrawal is a clean exit, not a refund (credits are reserved
for cancelled lessons; see `credits.md`).

Self-withdrawal is bounded by the class's **withdrawal deadline** (the instructor's
`withdrawal_deadline`; see `offerings.md`). Unlike the enrolment deadline it has no
implicit default — a class with no deadline set stays open to withdrawal for its
whole life. Past the deadline `POST /enrollments/{id}/withdraw` rejects the request
with `403 withdrawal_closed`, and the class card shows "Withdrawal has closed —
contact the studio to withdraw." in place of the Withdraw button. The endpoint also
returns `404 not_found` for an unknown enrolment and `403 forbidden` when the
enrolment is not the caller's own; a withdrawal of an already-cancelled enrolment is
idempotent.

The deadline only bounds student **self**-withdrawal. A studio admin can withdraw a
student at any time from the **student detail page** (`Auth\StudentActions::withdrawEnrollment`),
which is never subject to the deadline.

## REST API
| Method   | Endpoint                                        | Permission                       |
|----------|-------------------------------------------------|----------------------------------|
| `GET`    | `/wp-json/us-scheduler/v1/enrollments`          | Any logged-in user               |
| `POST`   | `/wp-json/us-scheduler/v1/enrollments`          | `book_lesson`                    |
| `POST`   | `/wp-json/us-scheduler/v1/enrollments/{id}/withdraw` | Owner (the enrolled student) |

`POST /enrollments` body: `offering_id`, `answers[]` (`question_id` → value),
`accepted_policy_version_ids[]`, and payment data (see `payments.md`). The
response includes `id`, `status`, and `payment` — a `{id, method, status}`
summary, or `null` when the class is free (the front end then skips the
payment step).

`GET /enrollments` returns the caller's own enrolments, or all enrolments for the
instructor's group classes if the caller has `view_own_lessons` on those offerings.

`GET /offerings` (the catalog that feeds the group-class list) returns public
offerings **plus** any invite-only offerings the caller has an access grant for, so a
granted student sees the private class alongside public ones. Ungranted students never
receive it. Enrolling in an invite-only class requires a grant: `POST /enrollments`
rejects an ungranted student with `403 invite_required`, and a successful enrolment
flips their grant from `invited` to `enrolled`.

## Invite-only access

Access to an invite-only class is recorded in `{prefix}us_group_access` — a grant per
person, separate from the enrolment itself. The instructor manages access from
**My Lessons → My Group Classes**. **Add students directly** is available on every
class's details page (see **Admin Interface**); invite-only classes add two more
controls beneath it:

1. **Add students directly** — the selected registered students are enrolled immediately
   (`status = active`) with a **pending payment** at the class price (comp students are
   settled at once by `PaymentService`). No access grant is needed — this writes straight
   to `us_group_enrollments` + `us_payments`. It bypasses the enrolment deadline and
   capacity, so it doubles as the **late-enrolment** path after a class has closed.
   The enrolment records who added them (`enrolled_by`), which is what later allows
   its intake to be recorded — see **Recording Intake Collected Elsewhere**.
2. **Make available** — the selected registered students get an `invited` grant so the
   class appears in their own group-class list; they then self-enrol through the normal
   paid flow. Each is emailed a "you've been added" notice.
3. **Invite by email** — for an address with no account yet: a tokenised personal invite
   (`us_invites`, carrying `offering_id`) is created and the registration link emailed,
   alongside an `invited` grant keyed by `email` + `invite_id`. If the address already has
   a **pending** invite, the grant is attached to that invite and **no second link is
   sent**. An address that already has an account is treated as **Make available** instead.

When an email-invited person completes registration, `RegistrationPage` links their new
account to the grant (`GroupAccessRepository::linkStudentByEmail`), so the invite-only
class becomes enrollable for them — they choose whether to enrol.

### Data Model — `{prefix}us_group_access`

| Column        | Type            | Notes                                                                 |
|---------------|-----------------|-----------------------------------------------------------------------|
| `id`          | BIGINT UNSIGNED | Primary key                                                           |
| `offering_id` | BIGINT UNSIGNED | FK → `us_offerings.id` (an invite-only group class)                   |
| `student_id`  | BIGINT UNSIGNED | WordPress user ID; NULL until an email invitee registers              |
| `email`       | VARCHAR(191)    | Email-invite grants only; used to link the account once it registers |
| `invite_id`   | BIGINT UNSIGNED | FK → `us_invites.id` for email-invite grants; NULL otherwise          |
| `status`      | VARCHAR(20)     | `invited` / `enrolled` / `revoked`                                    |
| `invited_by`  | BIGINT UNSIGNED | Instructor who granted access                                        |
| `created_at`  | DATETIME        | Insertion time                                                       |

## Admin Interface
- **Group Classes** (`view_all_lessons` / studio admin): a per-class summary across
  instructors — each class with its instructor, when it meets, and its active-enrolment
  count against capacity (not a flat list of individual student enrolments). Selecting a
  class (`?class_id=<id>`) opens the same per-class **details page** described below, so a
  studio admin — including an owner-operator who also teaches, for whom the instructor
  **My Group Classes** menu is hidden — can view any class's roster and manage invite-only
  membership from here. Invite actions are permitted for the class's own instructor or any
  `view_all_lessons` studio admin.
- **My Lessons → My Group Classes** (`view_own_lessons` / instructor): a summary of the
  instructor's own group classes — each with when it meets and its active-enrolment count
  against capacity, plus a **View details** link (**View & invite** for invite-only
  classes). Selecting a class (`?class_id=<id>`, scoped to the owning instructor) opens its
  **details page**: a class-details panel (when, instructor, enrolled/capacity, duration,
  price, schedule note, enrolment deadline, status), the roster of enrolled students with
  enrolment and payment status, and an **Add students** section. Every class — public or
  invite-only — carries the **Add students directly** control there, which enrols the
  selected students immediately (a late enrolment past the deadline; the section says so
  when the deadline has passed). Invite-only classes additionally get the
  **make-available** and **invite-by-email** controls plus the list of who has been invited
  but not yet enrolled. These are nonce-checked `usc_action` POSTs, scoped to the owning
  instructor. The summary (`templates/admin/my-group-classes.php`) and the details page
  (`templates/admin/my-group-class-detail.php`) are separate templates.

## Recording Intake Collected Elsewhere
A student the studio added with **Add students directly** has no intake answers
and no policy acceptances: they were never shown the enrolment form. The answers
are collected another way — a paper form at the first class, a phone call to a
parent — and recorded afterwards from the **enrolment detail page**, reached from
the **Intake → View** link on each roster row.

The page shows who and what the enrolment is, the audit trail of everything
answered and agreed to so far, and — for a studio-made enrolment only — a
**Record intake collected elsewhere** panel offering whatever is still missing.
Every recording must say **how** it was collected (signed paper form / in person /
over the phone / by email / some other way, the last requiring an explanation),
and that is stamped on every row along with who entered it. Both audit tables
carry a **How it was given** column, so a policy ticked online and one transcribed
from paper never look alike.

**Only a studio-made enrolment qualifies** (`Enrollment::isStaffRegistered()`,
i.e. `enrolled_by > 0`). An enrolment the student made already holds their own
answers, and letting staff add to it would make the record editable after the
event. Nothing already recorded can be overwritten: the submission is narrowed to
what is genuinely still pending before anything is written, so a stale or
double-posted form is harmless.

This is the same mechanism the Scheduler uses for lessons it booked, and the
reasoning behind each rule — why no IP is stored, why `accepted_by` stays the
student while `recorded_by` names the staff member — is set out once in
**Recording Intake Collected Elsewhere** in `lesson-booking.md`. An enrolment is
its own registration, so unlike a weekly lesson series there is no anchor to
follow: one enrolment, one intake record, however many sessions the term holds.

Scoping matches the rest of the detail pages: an instructor may only open
enrolments in their own classes, a `view_all_lessons` studio admin any.

## Implementation
- Repository: `Unsupervised\Schedular\GroupClass\EnrollmentRepository` (`countActiveForOffering`/`hasActiveEnrollment` enforce capacity and prevent duplicates)
- Access grants: `Unsupervised\Schedular\GroupClass\GroupAccess` + `GroupAccessRepository` (`hasGrant`, `findGrantedOfferingIds`, `markEnrolled`, `linkStudentByEmail`)
- Model: `Unsupervised\Schedular\GroupClass\Enrollment`
- Sessions: `Unsupervised\Schedular\GroupClass\SessionSchedule` (`upcomingForStudent`, `upcomingForInstructor`) — consumed by `Booking\BookingEndpoint::myLessons()` and `Auth\StudentController`
- Admin controller: `Unsupervised\Schedular\GroupClass\GroupClassController` — `renderPage` (studio admin per-class summary, `view_all_lessons`) and `renderInstructorPage` (instructor summary + `?class_id` roster detail, `view_own_lessons`). Both also route `?enrollment_id=` to the enrolment detail view (`maybeRenderEnrollmentDetail`, template `templates/admin/enrollment-detail.php`)
- Intake audit + late recording: `Unsupervised\Schedular\Registration\IntakeAudit` and `IntakeRecording`, shared with lesson bookings. `Enrollment` implements `Registration\IntakeSubject` to take part
- REST endpoint: `Unsupervised\Schedular\GroupClass\EnrollmentEndpoint`
- Frontend: `Unsupervised\Schedular\GroupClass\GroupClassPage` (`[us_group_classes]` shortcode; `offering="…"` restricts it to a single class for embedding on a dedicated page — the block equivalent is the `offeringId` attribute). In single-class mode `assets/js/group-classes.js` leaves the class description out of the card, since the page it is embedded on already describes the class; the schedule, instructor, schedule note, price and enrolment controls are still shown.
- Reuses `Registration\RegistrationGate` (intake answers + booking-scoped policy acceptance, type `enrollment`)

> **Payment:** a priced enrolment creates a payment via `Payment\PaymentService`
> (`registration_type = enrollment`) and links it as `payment_id`; unpriced
> enrolments return `payment: null` and skip the payment step. See `payments.md`
> for the card/e-transfer/comp flows.

## Tests
- `tests/Unit/GroupClass/GroupClassControllerTest.php` (roster + add/make-available/invite actions)
- `tests/Unit/GroupClass/EnrollmentTest.php`
- `tests/Unit/GroupClass/EnrollmentRepositoryTest.php`
- `tests/Unit/GroupClass/EnrollmentEndpointTest.php` (invite-only gating)
- `tests/Unit/GroupClass/GroupAccessTest.php`
- `tests/Unit/GroupClass/GroupAccessRepositoryTest.php`
- `tests/Unit/GroupClass/GroupClassPageTest.php`
- `tests/Unit/GroupClass/SessionScheduleTest.php`
- `tests/Unit/Offering/OfferingEndpointTest.php` (catalog merges granted invite-only classes)

## Enrolling A Child
`POST /enrollments` accepts the same optional **`student_id`** as booking,
authorised through `Guardian\GuardianService::canActFor()`; `GET /enrollments`
covers the guardian's whole household, and a guardian may withdraw any of their
children. See `parent-guardian-accounts.md`.