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feat: add default enrollment models
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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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iloveagent57 committed Oct 15, 2024
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87 changes: 87 additions & 0 deletions docs/decisions/0015-default-enrollments.rst
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==============================
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. 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.

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.

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).

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``.

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).

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).

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.

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.
31 changes: 31 additions & 0 deletions enterprise/admin/__init__.py
Original file line number Diff line number Diff line change
Expand Up @@ -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
99 changes: 99 additions & 0 deletions enterprise/migrations/0223_default_enrollments.py
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@@ -0,0 +1,99 @@
# Generated by Django 4.2.15 on 2024-10-15 17:56

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_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'),
),
]
97 changes: 97 additions & 0 deletions enterprise/models.py
Original file line number Diff line number Diff line change
Expand Up @@ -2461,6 +2461,103 @@ 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.
.. no_pii:
"""
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_enrollment_intentions",
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.
.. no_pii:
"""
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.
Expand Down
1 change: 1 addition & 0 deletions tests/test_utilities.py
Original file line number Diff line number Diff line change
Expand Up @@ -182,6 +182,7 @@ def setUp(self):
"enable_one_academy",
"show_videos_in_learner_portal_search_results",
"groups",
"default_enrollment_intentions",
]
),
(
Expand Down

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