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Adds two models, `DefaultEnterpriseEnrollmentIntention` and `DefaultEnterpriseEnrollmentRealization`. The former defines, for a customer, a course/run that associated users should be automatically enrolled into. The latter represents the relationship between that intention record and a realized EnterpriseCourseEnrollment; persisting realized enrollments in this way will help to make read operations related to default enrollments much more efficient. ENT-9577
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============================== | ||
Default Enterprise Enrollments | ||
============================== | ||
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Status | ||
====== | ||
Proposed - October 2024 | ||
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Context | ||
======= | ||
Enterprise needs a solution for managing automated enrollments into "default" courses or specific course runs | ||
for enterprise learners. Importantly, we need this solution to work for learners where we have no information | ||
about the identity of learner who will eventually be associated with an ``EnterpriseCustomer``. For that reason, | ||
the solution described below does not involve ``PendingEnrollments`` or anything similar - | ||
that model/domain depends on knowing the email address of learners prior to their becoming associated with the customer. | ||
The solution also 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. | ||
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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, our intent is that default enrollments for such | ||
a course no longer are processed. Ideally this happens in a way that is observable to operators of the system. | ||
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Decision | ||
======== | ||
We will implement two new models: | ||
* ``DefaultEnterpriseEnrollmentIntention`` to represent the course/runs that | ||
learners should be automatically enrolled into, post-logistration, for a given enterprise. | ||
* ``DefaultEnterpriseEnrollmentRealization``which represents the mapping between the intention | ||
and actual, **realized** 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 answering which if any catalogs are applicable to the course, | ||
and the enrollability of the course (the last of which takes into account the state of existing enrollment records). | ||
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). | ||
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Flexible content keys on the intention model | ||
-------------------------------------------- | ||
The ``content_key`` on ``DefaultEnterpriseEnrollmentIntention`` is either a top-level course key | ||
or a course run key during configuration to remain flexible for internal operators; | ||
however, we will always discern the correct course run key to use for enrollment based on the provided ``content_key``. | ||
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Post-enrollment related models (e.g., ``EnterpriseCourseEnrollment`` and ``DefaultEnterpriseEnrollmentRealization``) | ||
will always primarily be associated with the course run associated with the ``DefaultEnterpriseEnrollmentIntention``: | ||
* If content_key is a top-level course, the course run key used when enrolling | ||
(converting to ``EnterpriseCourseEnrollment`` and ``DefaultEnterpriseEnrollmentRealization``) | ||
is the currently advertised course run. | ||
* If the content_key is a specific course run, we'll always try to enroll in the explicitly | ||
configured course run key (not the advertised course run). | ||
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This content_key will be passed to the ``EnterpriseCatalogApiClient().get_content_metadata_content_identifier`` | ||
method. When passing a course run key to this endpoint, it'll actually return the top-level *course* metadata | ||
associated with the course run, not just the specified course run's metadata | ||
(this is primarily due to catalogs containing courses, not course runs, and we generally say that | ||
if the top-level course is in a customer's catalog, all of its course runs are, too). | ||
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If the ``content_key`` configured for a ``DefaultEnterpriseEnrollmentIntention`` is a top-level course, | ||
there is a chance the currently advertised course run used for future enrollment intentions might | ||
change over time from previous redeemed/enrolled ``DefaultEnterpriseEnrollmentIntentions``. | ||
However, this is mitigated in that the ``DefaultEnterpriseEnrollmentRealization`` | ||
ensures the resulting, converted enrollment is still related to the original ``DefaultEnterpriseEnrollmentIntention``, | ||
despite a potential content_key vs. enrollment course run key mismatch. | ||
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Consequences | ||
============ | ||
1. It's a flexible design. | ||
2. It relies on a network call(s) to enterprise-catalog to fetch content metadata and understand which if any customer | ||
catalog are applicable to the indended course (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. |
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# Generated by Django 4.2.15 on 2024-10-15 17:56 | ||
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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 | ||
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class Migration(migrations.Migration): | ||
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dependencies = [ | ||
migrations.swappable_dependency(settings.AUTH_USER_MODEL), | ||
('enterprise', '0222_alter_enterprisegroup_group_type_and_more'), | ||
] | ||
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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_enrollment_intentions', 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'), | ||
), | ||
] |
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