diff --git a/docs/decisions/0015-default-enrollments.rst b/docs/decisions/0015-default-enrollments.rst new file mode 100644 index 000000000..fa8e712bf --- /dev/null +++ b/docs/decisions/0015-default-enrollments.rst @@ -0,0 +1,54 @@ +============================== +Default Enterprise Enrollments +============================== + +Status +====== +Proposed - October 2024 + +Context +======= +Enterprise needs a solution for managing automated enrollments into "default" courses or specific course runs +for enterprise learners. The solution needs to support customer-specific enrollment configurations +without tightly coupling these configurations to a specific subsidy type, i.e. we should be able in the future +to manage default enrollments via both learner credit and subscription subsidy types. + +Core requirements +----------------- +1. Internal staff should be able to configure one or more default enrollments with either a course + or a specific course run for automatic enrollment. In the case of specifying a course, + the default enrollment flow should cause the "realization" of default enrollments for learners + into the currently-advertised, enrollable run for a course. +2. Default Enrollments should be loosely coupled to subsidy type. +3. Unenrollment: If a learner chooses to unenroll from a default course, they should not be automatically re-enrolled. +4. Graceful handling of license revocation: Upon license revocation, we currently downgrade the learner’s + enrollment mode to ``audit``. This fact should be visible from any new APIs exposed + in the domain of default enrollments. +5. Non-enrollable courses: If a course becomes unenrollable, default enrollments should fail gracefully, + and in a way that's obvious to the learner. + +Decision +======== +We will implement two new models, ``DefaultEnterpriseEnrollmentIntention`` to represent the course/runs that +learners should be default-enrolled into for a given enterprise, and ``DefaultEnterpriseEnrollmentRealization`` +which represents the mapping between the intention and actual enrollment record(s) for the learner/customer. + +Qualities +--------- +1. Flexibility: The ``DefaultEnterpriseEnrollmentIntention`` model will allow specification of either a course + or course run. +2. Business logic: The API for this domain (future ADR) will implement the business logic around choosing + the appropriate course run, for enforcing the applicability of a subsidy's specified catalog to the course, + and the enrollability of the course. +3. Non-Tightly Coupled to subsidy type: Nothing in the domain of default enrollments will persist data + related to a subsidy (although a license or transaction identifier will ultimately become associated with + an ``EnterpriseCourseEnrollment`` record during realization). + +Consequences +============ +1. It's a flexible design. +2. It relies on a network call to enterprise-catalog to fetch content metadata (we can use caching to + make this efficient). +3. We're introducing more complexity in terms of how subsidized enterprise enrollments + can come into existence. +4. The realization model makes the provenance of default enrollments explicit and easy to examine. diff --git a/enterprise/admin/__init__.py b/enterprise/admin/__init__.py index 0376f0e9b..70058ffb5 100644 --- a/enterprise/admin/__init__.py +++ b/enterprise/admin/__init__.py @@ -1316,3 +1316,34 @@ class LearnerCreditEnterpriseCourseEnrollmentAdmin(admin.ModelAdmin): class Meta: fields = '__all__' model = models.LearnerCreditEnterpriseCourseEnrollment + + +@admin.register(models.DefaultEnterpriseEnrollmentIntention) +class DefaultEnterpriseEnrollmentIntentionAdmin(admin.ModelAdmin): + """ + Django admin model for DefaultEnterpriseEnrollmentIntentions. + """ + list_display = ( + 'uuid', + 'enterprise_customer', + 'content_type', + 'content_key', + ) + + readonly_fields = ( + 'current_course_run_key', + 'current_course_run_enrollable', + 'current_course_run_enroll_by_date', + ) + + search_fields = ( + 'uuid', + 'enterprise_customer__uuid', + 'content_key', + ) + + ordering = ('-modified',) + + class Meta: + fields = '__all__' + model = models.DefaultEnterpriseEnrollmentIntention diff --git a/enterprise/migrations/0223_default_enrollments.py b/enterprise/migrations/0223_default_enrollments.py new file mode 100644 index 000000000..9863b3f34 --- /dev/null +++ b/enterprise/migrations/0223_default_enrollments.py @@ -0,0 +1,99 @@ +# Generated by Django 4.2.15 on 2024-10-10 15:02 + +from django.conf import settings +from django.db import migrations, models +import django.db.models.deletion +import django.utils.timezone +import model_utils.fields +import simple_history.models +import uuid + + +class Migration(migrations.Migration): + + dependencies = [ + migrations.swappable_dependency(settings.AUTH_USER_MODEL), + ('enterprise', '0222_alter_enterprisegroup_group_type_and_more'), + ] + + operations = [ + migrations.CreateModel( + name='DefaultEnterpriseEnrollmentIntention', + fields=[ + ('created', model_utils.fields.AutoCreatedField(default=django.utils.timezone.now, editable=False, verbose_name='created')), + ('modified', model_utils.fields.AutoLastModifiedField(default=django.utils.timezone.now, editable=False, verbose_name='modified')), + ('is_removed', models.BooleanField(default=False)), + ('uuid', models.UUIDField(default=uuid.uuid4, editable=False, primary_key=True, serialize=False)), + ('content_type', models.CharField(choices=[('course', 'Course'), ('course_run', 'Course Run')], help_text='The type of content (e.g. a course vs. a course run).', max_length=127)), + ('content_key', models.CharField(help_text='A course or course run that related users should be automatically enrolled into.', max_length=255)), + ('enterprise_customer', models.ForeignKey(help_text='The customer for which this default enrollment will be realized.', on_delete=django.db.models.deletion.CASCADE, related_name='default_course_enrollments', to='enterprise.enterprisecustomer')), + ], + options={ + 'abstract': False, + }, + ), + migrations.CreateModel( + name='HistoricalDefaultEnterpriseEnrollmentRealization', + fields=[ + ('id', models.IntegerField(auto_created=True, blank=True, db_index=True, verbose_name='ID')), + ('created', model_utils.fields.AutoCreatedField(default=django.utils.timezone.now, editable=False, verbose_name='created')), + ('modified', model_utils.fields.AutoLastModifiedField(default=django.utils.timezone.now, editable=False, verbose_name='modified')), + ('history_id', models.AutoField(primary_key=True, serialize=False)), + ('history_date', models.DateTimeField()), + ('history_change_reason', models.CharField(max_length=100, null=True)), + ('history_type', models.CharField(choices=[('+', 'Created'), ('~', 'Changed'), ('-', 'Deleted')], max_length=1)), + ('history_user', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='+', to=settings.AUTH_USER_MODEL)), + ('intended_enrollment', models.ForeignKey(blank=True, db_constraint=False, null=True, on_delete=django.db.models.deletion.DO_NOTHING, related_name='+', to='enterprise.defaultenterpriseenrollmentintention')), + ('realized_enrollment', models.ForeignKey(blank=True, db_constraint=False, null=True, on_delete=django.db.models.deletion.DO_NOTHING, related_name='+', to='enterprise.enterprisecourseenrollment')), + ], + options={ + 'verbose_name': 'historical default enterprise enrollment realization', + 'verbose_name_plural': 'historical default enterprise enrollment realizations', + 'ordering': ('-history_date', '-history_id'), + 'get_latest_by': ('history_date', 'history_id'), + }, + bases=(simple_history.models.HistoricalChanges, models.Model), + ), + migrations.CreateModel( + name='HistoricalDefaultEnterpriseEnrollmentIntention', + fields=[ + ('created', model_utils.fields.AutoCreatedField(default=django.utils.timezone.now, editable=False, verbose_name='created')), + ('modified', model_utils.fields.AutoLastModifiedField(default=django.utils.timezone.now, editable=False, verbose_name='modified')), + ('is_removed', models.BooleanField(default=False)), + ('uuid', models.UUIDField(db_index=True, default=uuid.uuid4, editable=False)), + ('content_type', models.CharField(choices=[('course', 'Course'), ('course_run', 'Course Run')], help_text='The type of content (e.g. a course vs. a course run).', max_length=127)), + ('content_key', models.CharField(help_text='A course or course run that related users should be automatically enrolled into.', max_length=255)), + ('history_id', models.AutoField(primary_key=True, serialize=False)), + ('history_date', models.DateTimeField()), + ('history_change_reason', models.CharField(max_length=100, null=True)), + ('history_type', models.CharField(choices=[('+', 'Created'), ('~', 'Changed'), ('-', 'Deleted')], max_length=1)), + ('enterprise_customer', models.ForeignKey(blank=True, db_constraint=False, help_text='The customer for which this default enrollment will be realized.', null=True, on_delete=django.db.models.deletion.DO_NOTHING, related_name='+', to='enterprise.enterprisecustomer')), + ('history_user', models.ForeignKey(null=True, on_delete=django.db.models.deletion.SET_NULL, related_name='+', to=settings.AUTH_USER_MODEL)), + ], + options={ + 'verbose_name': 'historical default enterprise enrollment intention', + 'verbose_name_plural': 'historical default enterprise enrollment intentions', + 'ordering': ('-history_date', '-history_id'), + 'get_latest_by': ('history_date', 'history_id'), + }, + bases=(simple_history.models.HistoricalChanges, models.Model), + ), + migrations.CreateModel( + name='DefaultEnterpriseEnrollmentRealization', + fields=[ + ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')), + ('created', model_utils.fields.AutoCreatedField(default=django.utils.timezone.now, editable=False, verbose_name='created')), + ('modified', model_utils.fields.AutoLastModifiedField(default=django.utils.timezone.now, editable=False, verbose_name='modified')), + ('intended_enrollment', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='enterprise.defaultenterpriseenrollmentintention')), + ('realized_enrollment', models.ForeignKey(on_delete=django.db.models.deletion.CASCADE, to='enterprise.enterprisecourseenrollment')), + ], + options={ + 'abstract': False, + }, + ), + migrations.AddField( + model_name='defaultenterpriseenrollmentintention', + name='realized_enrollments', + field=models.ManyToManyField(through='enterprise.DefaultEnterpriseEnrollmentRealization', to='enterprise.enterprisecourseenrollment'), + ), + ] diff --git a/enterprise/models.py b/enterprise/models.py index b1c5adebe..6f7119418 100644 --- a/enterprise/models.py +++ b/enterprise/models.py @@ -2461,6 +2461,99 @@ class LicensedEnterpriseCourseEnrollment(EnterpriseFulfillmentSource): ) +class DefaultEnterpriseEnrollmentIntention(TimeStampedModel, SoftDeletableModel): + """ + Specific to an enterprise customer, this model defines a course or course run + that should be auto-enrolled for any enterprise customer user linked to the customer. + """ + DEFAULT_ENROLLMENT_CONTENT_TYPE_CHOICES = [ + ('course', 'Course'), + ('course_run', 'Course Run'), + ] + uuid = models.UUIDField( + primary_key=True, + default=uuid4, + editable=False, + ) + enterprise_customer = models.ForeignKey( + EnterpriseCustomer, + blank=False, + null=False, + related_name="default_course_enrollments", + on_delete=models.deletion.CASCADE, + help_text=_( + "The customer for which this default enrollment will be realized.", + ) + ) + content_type = models.CharField( + max_length=127, + blank=False, + null=False, + choices=DEFAULT_ENROLLMENT_CONTENT_TYPE_CHOICES, + help_text=_( + "The type of content (e.g. a course vs. a course run)." + ), + ) + content_key = models.CharField( + max_length=255, + blank=False, + null=False, + help_text=_( + "A course or course run that related users should be automatically enrolled into." + ), + ) + realized_enrollments = models.ManyToManyField( + EnterpriseCourseEnrollment, + through='DefaultEnterpriseEnrollmentRealization', + through_fields=("intended_enrollment", "realized_enrollment"), + ) + history = HistoricalRecords() + + @cached_property + def current_course_run(self): # pragma: no cover + """ + Metadata describing the current course run for this default enrollment intention. + """ + return {} + + @property + def current_course_run_key(self): # pragma: no cover + """ + The current course run key to use for realized course enrollments. + """ + return self.current_course_run.get('key') + + @property + def current_course_run_enrollable(self): # pragma: no cover + """ + Whether the current course run is enrollable. + """ + return False + + @property + def current_course_run_enroll_by_date(self): # pragma: no cover + """ + The enrollment deadline for this course. + """ + return datetime.datetime.min + + +class DefaultEnterpriseEnrollmentRealization(TimeStampedModel): + """ + Represents the relationship between a `DefaultEnterpriseEnrollmentIntention` + and a realized course enrollment that exists because of that intention record. + """ + intended_enrollment = models.ForeignKey( + DefaultEnterpriseEnrollmentIntention, + on_delete=models.CASCADE, + ) + realized_enrollment = models.ForeignKey( + EnterpriseCourseEnrollment, + on_delete=models.CASCADE, + ) + history = HistoricalRecords() + + class EnterpriseCatalogQuery(TimeStampedModel): """ Stores a re-usable catalog query. diff --git a/tests/test_utilities.py b/tests/test_utilities.py index 6cd38d212..8acd1c564 100644 --- a/tests/test_utilities.py +++ b/tests/test_utilities.py @@ -182,6 +182,7 @@ def setUp(self): "enable_one_academy", "show_videos_in_learner_portal_search_results", "groups", + "default_course_enrollments", ] ), (