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unsupervised-scheduler/docs/features/lesson-booking.md
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Let students cancel their own lessons from the booking page
Adds POST /bookings/{id}/cancel (owner-only, idempotent): marks the lesson
cancelled, releases the availability slot for rebooking, and voids a
still-pending payment so it leaves the admin confirmation queue. Paid
payments are untouched — refunds stay a manual admin decision.

The instructor PATCH /bookings/{id}/status path now does the same slot
release and payment voiding on cancellation (previously cancelled lessons
left their slot permanently booked), and reinstating a cancelled lesson
re-claims the slot, rejecting with 409 if the freed time was rebooked.

The "Your upcoming lessons" panel gets a Cancel button with a confirm
prompt; on success both the lesson list and the slot calendar refresh.

Co-Authored-By: Claude Fable 5 <[email protected]>
2026-07-05 17:17:30 -03:00

97 lines
6.6 KiB
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 open slots as an agenda list or a weekly calendar (view toggle with previous/next-week navigation; times shown in 12-hour AM/PM form).
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. A booking with nothing owed (no offering, or a free offering) creates no payment and is `confirmed` immediately.
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`.
10. The booking page also shows the student their upcoming lessons (`GET /bookings`) with a per-lesson status badge (pending payment / confirmed) and a **Cancel** button.
## Cancellation
Students cancel their own lessons via `POST /bookings/{id}/cancel` (idempotent).
Cancelling marks the lesson `cancelled`, frees the availability slot for
rebooking, and voids a still-pending payment (marked `failed` so it leaves the
admin confirmation queue). A `paid` payment is never touched — refunds are a
manual, admin-side decision. Instructors cancelling via
`PATCH /bookings/{id}/status` get the same slot release and payment voiding;
reinstating a cancelled lesson re-claims its slot and fails with `409
slot_taken` if the freed time was booked by someone else in the meantime.
## 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` |
| `POST` | `/wp-json/us-scheduler/v1/bookings/{id}/cancel` | Logged-in owner of the 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`). The response includes `ids`, the resulting lesson
`status`, and `payment` — a `{id, method, status}` summary, or `null` when
nothing is owed (the front end then skips the payment step).
`GET /bookings` returns the caller's upcoming, non-cancelled lessons (their own
for students; the instructor's for callers with `manage_availability`), each
with the slot's `start_dt`/`end_dt`.
Group classes follow the same registration flow but enrol against an offering of
kind `group_class`; see `group-classes.md`.
## Admin Interface
- **Scheduler** (`view_all_lessons` — studio admin / administrators): 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` (`insertSeries()` builds a weekly series sharing a `series_id`)
- Model: `Unsupervised\Schedular\Booking\Lesson`
- Registration gate: `Unsupervised\Schedular\Registration\RegistrationGate` — validates and records intake answers + booking-scoped policy acceptances; shared with group enrolment
- Admin controller: `Unsupervised\Schedular\Booking\LessonController`
- REST endpoint: `Unsupervised\Schedular\Booking\BookingEndpoint`
- Frontend: `Unsupervised\Schedular\Booking\BookingPage`, `Unsupervised\Schedular\Auth\LoginPage`
> **Payment seam:** a priced booking is created with `status = pending` and its
> payment linked via `payment_id`; the lesson is confirmed when the payment is
> settled (see `payments.md`) or manually via `PATCH /bookings/{id}/status`.
> Unpriced bookings skip the seam entirely and are confirmed at creation.
> `GET /policies?scope=booking` returns just the booking-gate policies the form
> must collect.
## Tests
- `tests/Unit/Booking/BookingRepositoryTest.php`
- `tests/Unit/Booking/LessonTest.php`