Implement Drop and Transfer Workflows #77
Description
Overview
Implement drop and transfer workflows for program enrollment management that are currently marked as "will be implemented in a future iteration" in the integration tests.
Current State
Integration test file t/integration/drop-transfer-workflows.t exists with placeholder indicating future implementation.
Required Features
Drop Workflows
- Student withdrawal from programs
- Partial refund calculations based on timing
- Notification to staff and parents
- Waitlist progression when spots open
- Data retention and historical tracking
Transfer Workflows
- Move students between programs/sessions
- Handle pricing differences and adjustments
- Approval workflow for transfers
- Schedule conflict detection
- Communication to all stakeholders
Business Logic
- Refund policy enforcement
- Waitlist management integration
- Capacity updates and rebalancing
- Financial reconciliation
- Audit trail for all changes
Technical Requirements
- Integration with existing workflow processor
- Payment system integration for refunds/adjustments
- Notification system for stakeholder communication
- Database updates maintaining data integrity
- Background job processing for complex operations
User Stories
As a parent, I want to withdraw my child from a program and understand any refund implications.
As a parent, I want to transfer my child to a different session that better fits our schedule.
As a program administrator, I want to approve transfer requests and manage resulting schedule changes.
As an administrator, I want to automatically progress waitlisted families when spots become available.
Implementation Phases
- Drop Workflow: Basic withdrawal functionality
- Transfer Workflow: Program/session transfers
- Financial Integration: Refunds and adjustments
- Automation: Waitlist progression and notifications
Dependencies
- Waitlist management system
- Payment processing and refunds
- Notification system ([High Priority] Enhance Communication System for Emergency and Priority Messaging #31, [High Priority] Implement SMS Notification System #36)
- Transfer request detailed queries (identified TODO)
Priority
Medium - Important enrollment management feature
Estimated Effort
Medium - Moderate complexity with multiple system integrations