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unsupervised-scheduler/docs/features/lesson-booking.md
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Add feature specs for booking platform requirements
Update availability, lesson-booking, and user-roles docs and add specs
for offerings, group classes, registration questions, versioned policies,
Stripe payments (with e-transfer/comp overrides and receipts), and
monthly per-instructor payment reporting. Tracked in issues #1-#9.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 09:58:50 -03:00

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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 the calendar.
2. Student picks an **offering** (a 30 or 60-minute private-lesson type) and a slot.
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.
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`.
## 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` |
| `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`).
`GET /bookings` returns the caller's own lessons (student view) or upcoming lessons for the instructor if the caller has `manage_availability`.
Group classes follow the same registration flow but enrol against an offering of
kind `group_class`; see `group-classes.md`.
## Admin Interface
- **Scheduler** (`manage_options` only): all upcoming lessons across all instructors
- **My Lessons** (`view_own_lessons`): upcoming lessons for the logged-in instructor
## 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`
- Model: `Unsupervised\Schedular\Booking\Lesson`
- Admin controller: `Unsupervised\Schedular\Booking\LessonController`
- REST endpoint: `Unsupervised\Schedular\Booking\BookingEndpoint`
- Frontend: `Unsupervised\Schedular\Booking\BookingPage`, `Unsupervised\Schedular\Auth\LoginPage`
## Tests
- `tests/Unit/Booking/BookingRepositoryTest.php`
- `tests/Unit/Booking/LessonTest.php`