Master Data — Core concepts

Concept	Meaning
Enterprise	Top-level organization, may have custom URL and service-area policy.
BusinessUnit (BU)	Main data/config boundary: payment settings, billing settings, timezone, provider.
Org / Site	Physical location or site under a BU where programs/sessions run.
Account	Family/customer account; usually a container for account holder and attendee.
Account Holder / Contact	Contact representing the account. Avatar/profile image belongs to Contact, not Account.
Attendee	Child/participant referenced by booking/subscription/incident/finance.
Term	School term or the period during which a program runs.
ProgramCategory	Program type (Term Care, Holiday, Class, Camp); holds category-level rules (TypeId decides card/session behavior).
Program	Program template within a category; holds requirement metadata and SpecialTypeId (Term Care / Before-and-After-School-Care only).
TermProgramSet (TPS)	Offering/course within a term at a site/category; holds schedule, requirement summary, publish state, and capacity context.
TermProduct	Specific session/slot that booking selects or subscription schedule references; inherits sign method and requirements from Product.
TermProgramSetCapacity	TPS-level capacity per date (TermProgram.Date); source of ProgramCapacity on booking checks.
ProductSet	Product set assigned to attendee via Subscription Config; sourced from SubscriptionExtra.ProductSetId of the assigned Subscription.
Attendee_Subscription	Assigns exactly one active Subscription (same BU) to attendee; assigning another Subscription replaces the active row.
Attendee_ProductSet	Association enabling/disabling a ProductSet for an attendee; no active row = ProductSet disabled.
Subscription Config	Tab on Attendee Profile visible only to sys-admin in a BU TypeId = 99 (SuperAdmin); assigns Subscription and configures ProductSet.
Customization item	BU-level Reference_Enabled/_Text/_Required/_Options codes controlling display/label/required of attendee and requirement fields.
OrgProgramCategory	Site–program category link; StatusId Approved (500) = selected, Initialised (0) = unselected; IsActive stays true for the canonical row.
Employee / OrgEmployee	Staff + staff–site link; archived staff (StatusId = Archived) are excluded from link lists, roster, and shift selector.
TrackingCode	Code classifying shift/leave (TypeId Leave/Shift); colorCode shows a color swatch in lists.
System image	System asset or uploaded image used for avatar/course/activity, with crop policy.

Entity hierarchy

Enterprise contains BU; BU contains site/org, account, and config. Account keeps relationships to account holder/contact and attendee. Program structure connects from term/category/program to TPS and term product.

Source entity vs runtime record

Master Data is usually source entity. Runtime records like TermBooking, Enrollment, Invoice, PaymentBatch only reference master data to know who, where, and which program.

Ownership summary

Owner	Owns
Enterprise	Custom URL, enterprise-level service-area policy; HeightUnit/WeightUnit for measurement display.
BusinessUnit	BU-scoped settings, customization items, data boundary.
Contact	Account holder profile image/avatar.
Attendee	Attendee profile/measurements/requirement values/product config/subscription config.
Program/Term structure	Category/program/TPS/product setup and availability.

Subscription Config — assign Subscription and ProductSet to attendee

• The Subscription Config tab on Attendee Profile shows only for sys-admin in a BU TypeId = 99 (SuperAdmin). Other users or sys-admin in a different BU do not see the tab and are blocked at the API.
• The Subscription selector only lists Subscriptions in the same BU (BusinessUnitId = CurrentBusinessUnitId), IsActive = true, ordered by Name. Selecting another Subscription → replaces the current assignment (at most one active Attendee_Subscription).
• Candidate ProductSets come from the assigned Subscription's active SubscriptionExtra (ProductSetId distinct, ProductSet.IsActive = true, same BU). Attendee without an assigned Subscription → empty list.
• A ProductSet not referenced by the Subscription → does not show even with an Attendee_ProductSet row. An old active row can still be disabled to avoid orphan config after switching Subscription.
• Enable/Edit use a popup form. Enable creates an active Attendee_ProductSet (one active per attendee/ProductSet pair); Disable soft-disables the row without changing ProductSet.
• Displayed columns: Name, Effective Start (month picker, saves first day of month), Effective End (optional, last day of month), Discount, Disc. Effective Date, Custom Price (NZD) optional. End must not precede start → blocks save + feedback.

Real-world example: Assign Subscription "Swim 2026" to Attendee "Lily" in the SuperAdmin BU. → Scopes the valid product sets. → The selector lists only same-BU Subscriptions; selecting ProductSet "Level 2 Kit" creates a new active Attendee_ProductSet row without a second row.

Requirement customization — School Year / Level / Swimming Competency

• Each reference AttendeeSchoolYear, AttendeeLevel, AttendeeSwimmingCompetency has _Enabled (default False), _Text (default field name), and _Required (default False) customization.
• _Enabled is the display gate on every surface: Attendee Profile, Product setup (Session/Class/Enrichment), Term Planner summary, Booking UI, Reports. Hiding does not delete saved attendee/Product values.
• _Text is the shared label on all surfaces; empty _Text → falls back to the default label.
• _Required only blocks submit when the reference is _Enabled; it blocks both BasicProfileCompleted and booking.
• AttendeeLevel persists as int NULL; changes write entity event history like SchoolYear.
• AttendeeSwimmingCompetency_Options is a JSON array (default ["Non Swimmer","Learner","Competent"]) → single-select dropdown. Legacy values outside the options still display; save only accepts values in the options. Broken options → empty list, form does not break.

Real-world example: BU disables AttendeeLevel_Enabled, changes AttendeeSchoolYear_Text to Grade, and enables AttendeeSwimmingCompetency_Required. → Drops the unused dimension and renames the label consistently. → No surface renders Level; the Grade label appears everywhere; a booking for an attendee missing Swimming Competency is rejected.

Measurement customization — height/weight

• Enterprise Setting.HeightUnit/WeightUnit is unit metadata for rendering height/weight. Empty → UI drops the label, field not blocked.
• AttendeeHeight_Enabled/_Required and AttendeeWeight_Enabled/_Required control the attendee fields (persist Height/Weight as nullable decimal).
• Product MinHeight/MaxHeight/MinWeight/MaxWeight are requirements, shown only when the corresponding measurement is enabled. Display metadata only; does not auto-enforce booking eligibility.

Real-world example: BU enables AttendeeHeight_Enabled and disables AttendeeWeight_Enabled. → Avoids asking for unused information. → Attendee form shows Height, hides Weight; product form shows only the Min/Max Height columns; booking is not blocked by height range.

Enrollment form customization — consent fields

• CustomConsent1..3 are BU-level consent fields with Enabled, Required, Text, Description (shaped like PhotoConsent).
• Text = label, Description = helper text (empty → no empty container rendered); Required applies only when Enabled.
• Answers persist as a nullable boolean per attendee; empty payload → stays null, no Yes/No chosen.
• MedicalDeclaration and TreatmentConsent support Description metadata like PhotoConsent.

Real-world example: BU enables CustomConsent1 with Text "Chấp thuận chụp ảnh", Required true, and adds a Description. → Collects clear consent. → Enrollment form renders label + helper; submitting without selection → validation fails; after save CustomConsent1 = true for that attendee.