SOL-236 Manual Enrollments

common/djangoapps/student/models.py

@@ -20,7 +20,7 @@ from collections import defaultdict, OrderedDict
 import dogstats_wrapper as dog_stats_api
 from urllib import urlencode
 
-from django.utils.translation import ugettext as _, ugettext_lazy
+from django.utils.translation import ugettext_lazy as _
 from django.conf import settings
 from django.utils import timezone
 from django.contrib.auth.models import User
@@ -59,6 +59,26 @@ log = logging.getLogger(__name__)
 AUDIT_LOG = logging.getLogger("audit")
 SessionStore = import_module(settings.SESSION_ENGINE).SessionStore  # pylint: disable=invalid-name
 
+UNENROLLED_TO_ALLOWEDTOENROLL = 'from unenrolled to allowed to enroll'
+ALLOWEDTOENROLL_TO_ENROLLED = 'from allowed to enroll to enrolled'
+ENROLLED_TO_ENROLLED = 'from enrolled to enrolled'
+ENROLLED_TO_UNENROLLED = 'from enrolled to unenrolled'
+UNENROLLED_TO_ENROLLED = 'from unenrolled to enrolled'
+ALLOWEDTOENROLL_TO_UNENROLLED = 'from allowed to enroll to enrolled'
+UNENROLLED_TO_UNENROLLED = 'from unenrolled to unenrolled'
+DEFAULT_TRANSITION_STATE = 'N/A'
+
+TRANSITION_STATES = (
+    (UNENROLLED_TO_ALLOWEDTOENROLL, UNENROLLED_TO_ALLOWEDTOENROLL),
+    (ALLOWEDTOENROLL_TO_ENROLLED, ALLOWEDTOENROLL_TO_ENROLLED),
+    (ENROLLED_TO_ENROLLED, ENROLLED_TO_ENROLLED),
+    (ENROLLED_TO_UNENROLLED, ENROLLED_TO_UNENROLLED),
+    (UNENROLLED_TO_ENROLLED, UNENROLLED_TO_ENROLLED),
+    (ALLOWEDTOENROLL_TO_UNENROLLED, ALLOWEDTOENROLL_TO_UNENROLLED),
+    (UNENROLLED_TO_UNENROLLED, UNENROLLED_TO_UNENROLLED),
+    (DEFAULT_TRANSITION_STATE, DEFAULT_TRANSITION_STATE)
+)
+
 
 class AnonymousUserId(models.Model):
     """
@@ -1291,6 +1311,53 @@ class CourseEnrollment(models.Model):
         return CourseMode.is_verified_slug(self.mode)
 
 
+class ManualEnrollmentAudit(models.Model):
+    """
+    Table for tracking which enrollments were performed through manual enrollment.
+    """
+    enrollment = models.ForeignKey(CourseEnrollment, null=True)
+    enrolled_by = models.ForeignKey(User, null=True)
+    enrolled_email = models.CharField(max_length=255, db_index=True)
+    time_stamp = models.DateTimeField(auto_now_add=True, null=True)
+    state_transition = models.CharField(max_length=255, choices=TRANSITION_STATES)
+    reason = models.TextField(null=True)
+
+    @classmethod
+    def create_manual_enrollment_audit(cls, user, email, state_transition, reason, enrollment=None):
+        """
+        saves the student manual enrollment information
+        """
+        cls.objects.create(
+            enrolled_by=user,
+            enrolled_email=email,
+            state_transition=state_transition,
+            reason=reason,
+            enrollment=enrollment
+        )
+
+    @classmethod
+    def get_manual_enrollment_by_email(cls, email):
+        """
+        if matches returns the most recent entry in the table filtered by email else returns None.
+        """
+        try:
+            manual_enrollment = cls.objects.filter(enrolled_email=email).latest('time_stamp')
+        except cls.DoesNotExist:
+            manual_enrollment = None
+        return manual_enrollment
+
+    @classmethod
+    def get_manual_enrollment(cls, enrollment):
+        """
+        if matches returns the most recent entry in the table filtered by enrollment else returns None,
+        """
+        try:
+            manual_enrollment = cls.objects.filter(enrollment=enrollment).latest('time_stamp')
+        except cls.DoesNotExist:
+            manual_enrollment = None
+        return manual_enrollment
+
+
 class CourseEnrollmentAllowed(models.Model):
     """
     Table of users (specified by email address strings) who are allowed to enroll in a specified course.
@@ -1536,16 +1603,16 @@ class LinkedInAddToProfileConfiguration(ConfigurationModel):
     """
 
     MODE_TO_CERT_NAME = {
-        "honor": ugettext_lazy(u"{platform_name} Honor Code Certificate for {course_name}"),
-        "verified": ugettext_lazy(u"{platform_name} Verified Certificate for {course_name}"),
-        "professional": ugettext_lazy(u"{platform_name} Professional Certificate for {course_name}"),
-        "no-id-professional": ugettext_lazy(
+        "honor": _(u"{platform_name} Honor Code Certificate for {course_name}"),
+        "verified": _(u"{platform_name} Verified Certificate for {course_name}"),
+        "professional": _(u"{platform_name} Professional Certificate for {course_name}"),
+        "no-id-professional": _(
             u"{platform_name} Professional Certificate for {course_name}"
         ),
     }
 
     company_identifier = models.TextField(
-        help_text=ugettext_lazy(
+        help_text=_(
             u"The company identifier for the LinkedIn Add-to-Profile button "
             u"e.g 0_0dPSPyS070e0HsE9HNz_13_d11_"
         )
@@ -1558,7 +1625,7 @@ class LinkedInAddToProfileConfiguration(ConfigurationModel):
         max_length=10,
         default="",
         blank=True,
-        help_text=ugettext_lazy(
+        help_text=_(
             u"Short identifier for the LinkedIn partner used in the tracking code.  "
             u"(Example: 'edx')  "
             u"If no value is provided, tracking codes will not be sent to LinkedIn."
@@ -1699,5 +1766,5 @@ class LanguageProficiency(models.Model):
         max_length=16,
         blank=False,
         choices=settings.ALL_LANGUAGES,
-        help_text=ugettext_lazy("The ISO 639-1 language code for this language.")
+        help_text=_("The ISO 639-1 language code for this language.")
     )

common/djangoapps/student/views.py

@@ -55,7 +55,7 @@ from student.models import (
     PendingEmailChange, CourseEnrollment, unique_id_for_user,
     CourseEnrollmentAllowed, UserStanding, LoginFailures,
     create_comments_service_user, PasswordHistory, UserSignupSource,
-    DashboardConfiguration, LinkedInAddToProfileConfiguration)
+    DashboardConfiguration, LinkedInAddToProfileConfiguration, ManualEnrollmentAudit, ALLOWEDTOENROLL_TO_ENROLLED)
 from student.forms import AccountCreationForm, PasswordResetFormNoActive
 
 from verify_student.models import SoftwareSecurePhotoVerification, MidcourseReverificationWindow
@@ -1783,7 +1783,16 @@ def activate_account(request, key):
             ceas = CourseEnrollmentAllowed.objects.filter(email=student[0].email)
             for cea in ceas:
                 if cea.auto_enroll:
-                    CourseEnrollment.enroll(student[0], cea.course_id)
+                    enrollment = CourseEnrollment.enroll(student[0], cea.course_id)
+                    manual_enrollment_audit = ManualEnrollmentAudit.get_manual_enrollment_by_email(student[0].email)
+                    if manual_enrollment_audit is not None:
+                        # get the enrolled by user and reason from the ManualEnrollmentAudit table.
+                        # then create a new ManualEnrollmentAudit table entry for the same email
+                        # different transition state.
+                        ManualEnrollmentAudit.create_manual_enrollment_audit(
+                            manual_enrollment_audit.enrolled_by, student[0].email, ALLOWEDTOENROLL_TO_ENROLLED,
+                            manual_enrollment_audit.reason, enrollment
+                        )
 
             # enroll student in any pending CCXs he/she may have if auto_enroll flag is set
             if settings.FEATURES.get('CUSTOM_COURSES_EDX'):

lms/djangoapps/instructor/enrollment.py

@@ -100,7 +100,7 @@ def enroll_email(course_id, student_email, auto_enroll=False, email_students=Fal
         representing state before and after the action.
     """
     previous_state = EmailEnrollmentState(course_id, student_email)
-
+    enrollment_obj = None
     if previous_state.user:
         # if the student is currently unenrolled, don't enroll them in their
         # previous mode
@@ -108,7 +108,7 @@ def enroll_email(course_id, student_email, auto_enroll=False, email_students=Fal
         if previous_state.enrollment:
             course_mode = previous_state.mode
 
-        CourseEnrollment.enroll_by_email(student_email, course_id, course_mode)
+        enrollment_obj = CourseEnrollment.enroll_by_email(student_email, course_id, course_mode)
         if email_students:
             email_params['message'] = 'enrolled_enroll'
             email_params['email_address'] = student_email
@@ -125,7 +125,7 @@ def enroll_email(course_id, student_email, auto_enroll=False, email_students=Fal
 
     after_state = EmailEnrollmentState(course_id, student_email)
 
-    return previous_state, after_state
+    return previous_state, after_state, enrollment_obj
 
 
 def unenroll_email(course_id, student_email, email_students=False, email_params=None, language=None):
@@ -141,7 +141,6 @@ def unenroll_email(course_id, student_email, email_students=False, email_params=
         representing state before and after the action.
     """
     previous_state = EmailEnrollmentState(course_id, student_email)
-
     if previous_state.enrollment:
         CourseEnrollment.unenroll_by_email(student_email, course_id)
         if email_students:

lms/djangoapps/instructor/paidcourse_enrollment_report.py

@@ -11,7 +11,7 @@ from instructor.enrollment_report import BaseAbstractEnrollmentReportProvider
 from microsite_configuration import microsite
 from shoppingcart.models import RegistrationCodeRedemption, PaidCourseRegistration, CouponRedemption, OrderItem, \
     InvoiceTransaction
-from student.models import CourseEnrollment
+from student.models import CourseEnrollment, ManualEnrollmentAudit
 
 
 class PaidCourseEnrollmentReportProvider(BaseAbstractEnrollmentReportProvider):
@@ -56,7 +56,13 @@ class PaidCourseEnrollmentReportProvider(BaseAbstractEnrollmentReportProvider):
             elif paid_course_reg_item is not None:
                 enrollment_source = _('Credit Card - Individual')
             else:
-                enrollment_source = _('Manually Enrolled')
+                manual_enrollment = ManualEnrollmentAudit.get_manual_enrollment(course_enrollment)
+                if manual_enrollment is not None:
+                    enrollment_source = _(
+                        'manually enrolled by user_id {user_id}, enrollment state transition: {transition}'
+                    ).format(user_id=manual_enrollment.enrolled_by_id, transition=manual_enrollment.state_transition)
+                else:
+                    enrollment_source = _('Manually Enrolled')
 
         enrollment_date = course_enrollment.created.strftime("%B %d, %Y")
         currently_enrolled = course_enrollment.is_active

lms/djangoapps/instructor/tests/test_api_email_localization.py

@@ -42,7 +42,7 @@ class TestInstructorAPIEnrollmentEmailLocalization(ModuleStoreTestCase):
         Update the current student enrollment status.
         """
         url = reverse('students_update_enrollment', kwargs={'course_id': self.course.id.to_deprecated_string()})
-        args = {'identifiers': student_email, 'email_students': 'true', 'action': action}
+        args = {'identifiers': student_email, 'email_students': 'true', 'action': action, 'reason': 'testing'}
         response = self.client.post(url, args)
         return response
 

lms/djangoapps/instructor/views/api.py

@@ -31,7 +31,10 @@ import urllib
 import decimal
 from student import auth
 from student.roles import GlobalStaff, CourseSalesAdminRole, CourseFinanceAdminRole
-from util.file import store_uploaded_file, course_and_time_based_filename_generator, FileValidationException, UniversalNewlineIterator
+from util.file import (
+    store_uploaded_file, course_and_time_based_filename_generator,
+    FileValidationException, UniversalNewlineIterator
+)
 from util.json_request import JsonResponse
 from instructor.views.instructor_task_helpers import extract_email_features, extract_task_features
 
@@ -59,7 +62,10 @@ from shoppingcart.models import (
 )
 from student.models import (
     CourseEnrollment, unique_id_for_user, anonymous_id_for_user,
-    UserProfile, Registration, EntranceExamConfiguration
+    UserProfile, Registration, EntranceExamConfiguration,
+    ManualEnrollmentAudit, UNENROLLED_TO_ALLOWEDTOENROLL, ALLOWEDTOENROLL_TO_ENROLLED,
+    ENROLLED_TO_ENROLLED, ENROLLED_TO_UNENROLLED, UNENROLLED_TO_ENROLLED,
+    UNENROLLED_TO_UNENROLLED, ALLOWEDTOENROLL_TO_UNENROLLED, DEFAULT_TRANSITION_STATE
 )
 import instructor_task.api
 from instructor_task.api_helper import AlreadyRunningError
@@ -413,7 +419,11 @@ def register_and_enroll_students(request, course_id):  # pylint: disable=too-man
 
                     # make sure user is enrolled in course
                     if not CourseEnrollment.is_enrolled(user, course_id):
-                        CourseEnrollment.enroll(user, course_id)
+                        enrollment_obj = CourseEnrollment.enroll(user, course_id)
+                        reason = 'Enrolling via csv upload'
+                        ManualEnrollmentAudit.create_manual_enrollment_audit(
+                            request.user, email, UNENROLLED_TO_ENROLLED, reason, enrollment_obj
+                        )
                         log.info(
                             u'user %s enrolled in the course %s',
                             username,
@@ -427,7 +437,11 @@ def register_and_enroll_students(request, course_id):  # pylint: disable=too-man
                     password = generate_unique_password(generated_passwords)
 
                     try:
-                        create_and_enroll_user(email, username, name, country, password, course_id)
+                        enrollment_obj = create_and_enroll_user(email, username, name, country, password, course_id)
+                        reason = 'Enrolling via csv upload'
+                        ManualEnrollmentAudit.create_manual_enrollment_audit(
+                            request.user, email, UNENROLLED_TO_ENROLLED, reason, enrollment_obj
+                        )
                     except IntegrityError:
                         row_errors.append({
                             'username': username, 'email': email, 'response': _('Username {user} already exists.').format(user=username)})
@@ -496,7 +510,7 @@ def create_and_enroll_user(email, username, name, country, password, course_id):
     profile.save()
 
     # try to enroll the user in this course
-    CourseEnrollment.enroll(user, course_id)
+    return CourseEnrollment.enroll(user, course_id)
 
 
 @ensure_csrf_cookie
@@ -546,6 +560,18 @@ def students_update_enrollment(request, course_id):
     identifiers = _split_input_list(identifiers_raw)
     auto_enroll = request.POST.get('auto_enroll') in ['true', 'True', True]
     email_students = request.POST.get('email_students') in ['true', 'True', True]
+    is_white_label = CourseMode.is_white_label(course_id)
+    reason = request.POST.get('reason')
+    if is_white_label:
+        if not reason:
+            return JsonResponse(
+                {
+                    'action': action,
+                    'results': [{'error': True}],
+                    'auto_enroll': auto_enroll,
+                }, status=400)
+    enrollment_obj = None
+    state_transition = DEFAULT_TRANSITION_STATE
 
     email_params = {}
     if email_students:
@@ -571,15 +597,44 @@ def students_update_enrollment(request, course_id):
             # validity (obviously, cannot check if email actually /exists/,
             # simply that it is plausibly valid)
             validate_email(email)  # Raises ValidationError if invalid
-
             if action == 'enroll':
-                before, after = enroll_email(
+                before, after, enrollment_obj = enroll_email(
                     course_id, email, auto_enroll, email_students, email_params, language=language
                 )
+                before_enrollment = before.to_dict()['enrollment']
+                before_user_registered = before.to_dict()['user']
+                before_allowed = before.to_dict()['allowed']
+                after_enrollment = after.to_dict()['enrollment']
+                after_allowed = after.to_dict()['allowed']
+
+                if before_user_registered:
+                    if after_enrollment:
+                        if before_enrollment:
+                            state_transition = ENROLLED_TO_ENROLLED
+                        else:
+                            if before_allowed:
+                                state_transition = ALLOWEDTOENROLL_TO_ENROLLED
+                            else:
+                                state_transition = UNENROLLED_TO_ENROLLED
+                else:
+                    if after_allowed:
+                        state_transition = UNENROLLED_TO_ALLOWEDTOENROLL
+
             elif action == 'unenroll':
                 before, after = unenroll_email(
                     course_id, email, email_students, email_params, language=language
                 )
+                before_enrollment = before.to_dict()['enrollment']
+                before_allowed = before.to_dict()['allowed']
+
+                if before_enrollment:
+                    state_transition = ENROLLED_TO_UNENROLLED
+                else:
+                    if before_allowed:
+                        state_transition = ALLOWEDTOENROLL_TO_UNENROLLED
+                    else:
+                        state_transition = UNENROLLED_TO_UNENROLLED
+
             else:
                 return HttpResponseBadRequest(strip_tags(
                     "Unrecognized action '{}'".format(action)
@@ -604,6 +659,9 @@ def students_update_enrollment(request, course_id):
             })
 
         else:
+            ManualEnrollmentAudit.create_manual_enrollment_audit(
+                request.user, email, state_transition, reason, enrollment_obj
+            )
             results.append({
                 'identifier': identifier,
                 'before': before.to_dict(),

lms/djangoapps/instructor/views/instructor_dashboard.py

@@ -71,9 +71,11 @@ def instructor_dashboard_2(request, course_id):
     if not access['staff']:
         raise Http404()
 
+    is_white_label = CourseMode.is_white_label(course_key)
+
     sections = [
         _section_course_info(course, access),
-        _section_membership(course, access),
+        _section_membership(course, access, is_white_label),
         _section_cohort_management(course, access),
         _section_student_admin(course, access),
         _section_data_download(course, access),
@@ -92,8 +94,6 @@ def instructor_dashboard_2(request, course_id):
             unicode(course_key), len(paid_modes)
         )
 
-    is_white_label = CourseMode.is_white_label(course_key)
-
     if (settings.FEATURES.get('INDIVIDUAL_DUE_DATES') and access['instructor']):
         sections.insert(3, _section_extensions(course))
 
@@ -321,7 +321,7 @@ def _section_course_info(course, access):
     return section_data
 
 
-def _section_membership(course, access):
+def _section_membership(course, access, is_white_label):
     """ Provide data for the corresponding dashboard section """
     course_key = course.id
     ccx_enabled = settings.FEATURES.get('CUSTOM_COURSES_EDX', False) and course.enable_ccx
@@ -330,6 +330,7 @@ def _section_membership(course, access):
         'section_display_name': _('Membership'),
         'access': access,
         'ccx_is_enabled': ccx_enabled,
+        'is_white_label': is_white_label,
         'enroll_button_url': reverse('students_update_enrollment', kwargs={'course_id': unicode(course_key)}),
         'unenroll_button_url': reverse('students_update_enrollment', kwargs={'course_id': unicode(course_key)}),
         'upload_student_csv_button_url': reverse('register_and_enroll_students', kwargs={'course_id': unicode(course_key)}),

lms/djangoapps/instructor_task/tests/test_tasks_helper.py

@@ -27,7 +27,7 @@ from openedx.core.djangoapps.user_api.partition_schemes import RandomUserPartiti
 from shoppingcart.models import Order, PaidCourseRegistration, CourseRegistrationCode, Invoice, \
     CourseRegistrationCodeInvoiceItem, InvoiceTransaction
 from student.tests.factories import UserFactory
-from student.models import CourseEnrollment
+from student.models import CourseEnrollment, ManualEnrollmentAudit, ALLOWEDTOENROLL_TO_ENROLLED
 from verify_student.tests.factories import SoftwareSecurePhotoVerificationFactory
 from xmodule.modulestore.tests.factories import CourseFactory, ItemFactory
 from xmodule.partitions.partitions import Group, UserPartition
@@ -321,6 +321,28 @@ class TestInstructorDetailedEnrollmentReport(TestReportMixin, InstructorTaskCour
         self._verify_cell_data_in_csv(student.username, 'Enrollment Source', 'Credit Card - Individual')
         self._verify_cell_data_in_csv(student.username, 'Payment Status', 'purchased')
 
+    def test_student_manually_enrolled_in_detailed_enrollment_source(self):
+        """
+        test to check the manually enrolled user enrollment report status
+        and enrollment source.
+        """
+        student = UserFactory()
+        enrollment = CourseEnrollment.enroll(student, self.course.id)
+        ManualEnrollmentAudit.create_manual_enrollment_audit(
+            self.instructor, student.email, ALLOWEDTOENROLL_TO_ENROLLED,
+            'manually enrolling unenrolled user', enrollment
+        )
+
+        task_input = {'features': []}
+        with patch('instructor_task.tasks_helper._get_current_task'):
+            result = upload_enrollment_report(None, None, self.course.id, task_input, 'generating_enrollment_report')
+
+        enrollment_source = u'manually enrolled by user_id {user_id}, enrollment state transition: {transition}'.format(
+            user_id=self.instructor.id, transition=ALLOWEDTOENROLL_TO_ENROLLED)  # pylint: disable=no-member
+        self.assertDictContainsSubset({'attempted': 1, 'succeeded': 1, 'failed': 0}, result)
+        self._verify_cell_data_in_csv(student.username, 'Enrollment Source', enrollment_source)
+        self._verify_cell_data_in_csv(student.username, 'Payment Status', 'TBD')
+
     def test_student_used_enrollment_code_for_course_enrollment(self):
         """
         test to check the user enrollment source and payment status in the

lms/static/coffee/src/instructor_dashboard/membership.coffee

@@ -367,6 +367,8 @@ class BatchEnrollment
     # gather elements
     @$identifier_input       = @$container.find("textarea[name='student-ids']")
     @$enrollment_button      = @$container.find(".enrollment-button")
+    @$is_course_white_label  = @$container.find("#is_course_white_label").val()
+    @$reason_field           = @$container.find("textarea[name='reason-field']")
     @$checkbox_autoenroll    = @$container.find("input[name='auto-enroll']")
     @$checkbox_emailstudents = @$container.find("input[name='email-students']")
     @$task_response          = @$container.find(".request-response")
@@ -374,12 +376,18 @@ class BatchEnrollment
 
     # attach click handler for enrollment buttons
     @$enrollment_button.click (event) =>
+      if @$is_course_white_label == 'True'
+        if not @$reason_field.val()
+          @fail_with_error gettext "Reason field should not be left blank."
+          return false
+
       emailStudents = @$checkbox_emailstudents.is(':checked')
       send_data =
         action: $(event.target).data('action') # 'enroll' or 'unenroll'
         identifiers: @$identifier_input.val()
         auto_enroll: @$checkbox_autoenroll.is(':checked')
         email_students: emailStudents
+        reason: @$reason_field.val()
 
       $.ajax
         dataType: 'json'
@@ -393,6 +401,7 @@ class BatchEnrollment
   # clear the input text field
   clear_input: ->
     @$identifier_input.val ''
+    @$reason_field.val ''
     # default for the checkboxes should be checked
     @$checkbox_emailstudents.attr('checked', true)
     @$checkbox_autoenroll.attr('checked', true)

lms/templates/instructor/instructor_dashboard_2/membership.html

@@ -37,7 +37,16 @@
       ${_("You will not get notification for emails that bounce, so please double-check spelling.")} </label>
     <textarea rows="6" name="student-ids" placeholder="${_("Email Addresses/Usernames")}" spellcheck="false"></textarea>
   </p>
-
+  <input type="hidden" id="is_course_white_label" value="${section_data['is_white_label']}">
+  % if section_data['is_white_label']:
+  <p>
+    <label for="reason-field-id">
+      ${_("Enter the reason why the students are to be manually enrolled or unenrolled.")}
+      ${_("This cannot be left blank and will be recorded and presented in Enrollment Reports.")}
+      ${_("Therefore, please given enough detail to account for this action.")} </label>
+    <textarea rows="2" id="reason-field-id" name="reason-field" placeholder="${_('Reason')}" spellcheck="false"></textarea>
+  </p>
+  %endif
   <div class="enroll-option">
     <input type="checkbox" name="auto-enroll" value="Auto-Enroll" checked="yes">
     <label for="auto-enroll">${_("Auto Enroll")}</label>