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Document templates stage 2, filled in from the client: placeholders [Client], [Website], [Site], [Address], [Site Phone], [Contact], [First Name], [Contact Email], [Contact Phone], [Agent], [Date], [Month], [Quarter] and [Year] are filled in across a template's name, summary and content when a document is made, using the client's primary site and contact unless another or none is picked; tables of records [Contacts], [Locations], [Assets], [Servers], [Workstations], [Network Equipment], [Printers], [Networks], [Domains], [Certificates], [Licenses], [Vendors] and [Services] put in the client's current records, as a table on a line of their own (an empty row when there are none) or as names in a sentence, all made safe; any other bracketed word is a fill-in asked for when a document is made, set up on the template page as text, date, list or yes/no, required or with help, renamed along with the template text, reset or removed, and dragged into order, with answers checked by ticketFillInAnswers and blanks left in the document; the template page gets Fill-ins and Filled in from the client cards with each kind of word marked in its own colour, and the editor gets a button for each placeholder and table to insert it at the cursor (js/document_template_form.js); New document for a client and Document from template draw the site and contact pickers and fill-ins once the template and client are picked (agent/ajax.php document_template_asks, agent/js/document_template_make.js) and open larger; copying a template copies its fill-ins; Draft it with AI is told the placeholders and tables; migration 3.2.6 adds document_template_fill_ins; fixed the fill-in add and reset messages showing raw HTML around the bracketed name on document and ticket templates; changelog updated

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This commit is contained in:
johnnyq
2026-10-18 19:47:57 -04:00
parent 9fdc2f7032
commit 3ee183a09a
17 changed files with 1054 additions and 50 deletions
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123
admin/document_template.php
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@@ -1,10 +1,12 @@
<?php
/*
* One document template - what it says, with the words in square brackets
* left to fill in marked, who made it and last changed it, and its use: how
* many documents have been made from it, for how many clients, and the latest
* of them. A new document for a client can be made from here. The work is in
* One document template - what it says, with its [words] marked: the
* placeholders filled in from the client, the tables of the client's records,
* and what it asks for when a document is made (its fill-ins: set up, dragged
* into order) - who made it and last changed it, and its use: how many
* documents have been made from it, for how many clients, and the latest of
* them. A new document for a client can be made from here. The work is in
* functions/document_template.php.
*/
@@ -23,7 +25,9 @@ $name = escapeHtml($template['document_template_name']);
$archived = !empty($template['document_template_archived_at']);
$usage = documentTemplateUsage([$document_template_id])[$document_template_id] ?? ['count' => 0, 'clients' => 0, 'last' => null];
$content = trim((string) $template['document_template_content']) !== '' ? documentTemplateMarkBrackets(documentHtmlPurify($template['document_template_content'])) : '';
$brackets = documentTemplateBracketsIn($template['document_template_content']);
$used = documentTemplateWordsUsed($template);
$fill_ins = documentTemplateFillIns($template, documentTemplateFillInRowsFor([$document_template_id])[$document_template_id]);
$fill_in_url = "modals/document_template/document_template_fill_in.php?document_template_id=$document_template_id";
$images = is_dir(documentTemplateDir($document_template_id)) ? count(glob(documentTemplateDir($document_template_id) . '/*')) : 0;
$csrf = $_SESSION['csrf_token'];
@@ -64,7 +68,7 @@ $use_url = "modals/document_template/document_template_use.php?id=$document_temp
</div>
<div class="d-flex flex-wrap gap-2 d-print-none">
<?php if (!$archived) { ?>
<button type="button" class="btn btn-primary ajax-modal" data-modal-url="<?= $use_url ?>"><i class="fas fa-fw fa-plus me-2"></i>New document for a client</button>
<button type="button" class="btn btn-primary ajax-modal" data-modal-size="lg" data-modal-url="<?= $use_url ?>"><i class="fas fa-fw fa-plus me-2"></i>New document for a client</button>
<?php } ?>
<button type="button" class="btn btn-outline-secondary ajax-modal" data-modal-size="xl" data-modal-url="<?= $edit_url ?>"><i class="fas fa-fw fa-edit me-2"></i>Edit</button>
<div class="dropdown">
@@ -124,16 +128,84 @@ $use_url = "modals/document_template/document_template_use.php?id=$document_temp
</div>
</div>
<?php if ($brackets) { ?>
<div class="card mb-3">
<div class="card-header"><h3 class="card-title mb-0"><i class="fas fa-fw fa-pen-square me-2"></i>Left to fill in</h3></div>
<div class="card-body small">
<div class="d-flex flex-wrap gap-1 mb-2">
<?php foreach ($brackets as $word) { ?>
<span class="badge rounded-pill text-bg-light border font-monospace fw-normal">[<?= escapeHtml($word) ?>]</span>
<div class="card mb-3">
<div class="card-header d-flex align-items-center">
<h3 class="card-title mb-0"><i class="fas fa-fw fa-pen-square me-2"></i>Fill-ins</h3>
<span class="ms-auto small text-secondary me-2"><?= $fill_ins ? count($fill_ins) . ' asked for' : '' ?></span>
<button type="button" class="btn btn-sm btn-link ajax-modal" data-modal-url="<?= $fill_in_url ?>"><i class="fas fa-plus me-1"></i>Add</button>
</div>
<div class="card-body">
<?php if ($fill_ins) { ?>
<p class="small text-secondary">Asked for when a document is made from it - each answer goes in wherever its <span class="font-monospace">[Name]</span> is, and one left blank stays for whoever writes it. Drag to change the order they are asked in.</p>
<div class="list-group" id="documentTemplateFillIns">
<?php foreach ($fill_ins as $fill_in) {
$kind = TICKET_FILL_IN_TYPES[$fill_in['type']];
$about = [];
if ($fill_in['type'] === 'list') {
$about[] = escapeHtml(implode(' · ', $fill_in['options']));
}
if ($fill_in['help'] !== '') {
$about[] = escapeHtml($fill_in['help']);
}
?>
<div class="list-group-item d-flex align-items-center gap-2" data-fill-in-name="<?= escapeHtml($fill_in['name']) ?>">
<span class="drag-handle text-secondary" title="Drag to reorder" style="cursor: grab;"><i class="fas fa-fw fa-grip-vertical"></i></span>
<div class="min-w-0 flex-grow-1">
<div class="d-flex flex-wrap align-items-center gap-1">
<span class="fw-semibold me-1"><?= escapeHtml($fill_in['name']) ?></span>
<span class="badge rounded-pill text-bg-light border fw-normal"><i class="fas fa-fw <?= $kind['icon'] ?> me-1 text-secondary"></i><?= $kind['label'] ?></span>
<?php if ($fill_in['required']) { ?><span class="badge rounded-pill text-bg-light border fw-normal"><i class="fas fa-fw fa-asterisk me-1 text-danger"></i>Required</span><?php } ?>
<?php if (!$fill_in['in_text']) { ?><span class="badge rounded-pill text-bg-warning fw-normal" title="Not in what it says - asked for, but put in nowhere">Not in the text</span><?php } ?>
</div>
<?php if ($about) { ?><div class="small text-secondary text-truncate"><?= implode(' - ', $about) ?></div><?php } ?>
</div>
<div class="dropdown dropstart">
<button class="btn btn-light text-secondary btn-sm" title="More actions" type="button" data-bs-toggle="dropdown"><i class="fas fa-ellipsis-v"></i></button>
<div class="dropdown-menu">
<a class="dropdown-item ajax-modal" href="#" data-modal-url="<?= $fill_in_url ?>&name=<?= urlencode($fill_in['name']) ?>"><i class="fas fa-fw fa-edit me-2"></i>Edit</a>
<?php if ($fill_in['id']) { ?>
<div class="dropdown-divider"></div>
<?php if ($fill_in['in_text']) { ?>
<a class="dropdown-item confirm-link" href="post.php?delete_document_template_fill_in=<?= $fill_in['id'] ?>&csrf_token=<?= $csrf ?>"
data-confirm-title="Reset <?= escapeHtml($fill_in['name']) ?>?" data-confirm-text="It is still in what it says, so it stays asked for - as plain, optional text." data-confirm-button="Reset"><i class="fas fa-fw fa-undo me-2"></i>Reset</a>
<?php } else { ?>
<a class="dropdown-item text-danger confirm-link" href="post.php?delete_document_template_fill_in=<?= $fill_in['id'] ?>&csrf_token=<?= $csrf ?>"
data-confirm-title="Remove <?= escapeHtml($fill_in['name']) ?>?" data-confirm-text="It is no longer asked for." data-confirm-button="Remove"><i class="fas fa-fw fa-trash-alt me-2"></i>Remove</a>
<?php } ?>
<?php } ?>
</div>
</div>
</div>
<?php } ?>
</div>
<div class="text-secondary">Words in square brackets stay in each document made from it, for whoever writes it to fill in.</div>
<?php } else { ?>
<div class="text-secondary small">Nothing to ask. Put a word in square brackets in what it says - <span class="font-monospace">[Firewall Model]</span>, <span class="font-monospace">[Review Date]</span> - and it is asked for when a document is made from it, then filled in. Add one here to make it a date, a choice from a list or yes or no, or to make it required.</div>
<?php } ?>
</div>
</div>
<?php if ($used['placeholder'] || $used['table']) { ?>
<div class="card mb-3">
<div class="card-header"><h3 class="card-title mb-0"><i class="fas fa-fw fa-magic me-2"></i>Filled in from the client</h3></div>
<div class="card-body small">
<?php if ($used['placeholder']) { ?>
<div class="d-flex flex-wrap gap-1 mb-2">
<?php foreach ($used['placeholder'] as $key => $word) { ?>
<span class="badge rounded-pill text-bg-light border font-monospace fw-normal" title="<?= escapeHtml(ucfirst(array_change_key_case(DOCUMENT_TEMPLATE_PLACEHOLDERS)[$key] ?? '')) ?>">[<?= escapeHtml($word) ?>]</span>
<?php } ?>
</div>
<?php if (array_intersect(array_keys($used['placeholder']), DOCUMENT_TEMPLATE_SITE_PLACEHOLDERS) || array_intersect(array_keys($used['placeholder']), DOCUMENT_TEMPLATE_CONTACT_PLACEHOLDERS)) { ?>
<div class="text-secondary mb-2">The <?= implode(' and ', array_filter([array_intersect(array_keys($used['placeholder']), DOCUMENT_TEMPLATE_SITE_PLACEHOLDERS) ? 'site' : '', array_intersect(array_keys($used['placeholder']), DOCUMENT_TEMPLATE_CONTACT_PLACEHOLDERS) ? 'contact' : ''])) ?> - the client's primary, unless another is picked when the document is made.</div>
<?php } ?>
<?php } ?>
<?php if ($used['table']) { ?>
<div class="text-secondary mb-1">The client's records, as they are then</div>
<ul class="list-unstyled mb-0">
<?php foreach ($used['table'] as $key => $word) { ?>
<li class="mb-1"><span class="badge rounded-pill text-info-emphasis bg-info-subtle border border-info-subtle font-monospace fw-normal">[<?= escapeHtml($word) ?>]</span> <span class="text-secondary"><?= escapeHtml(array_change_key_case(DOCUMENT_TEMPLATE_TABLES)[$key] ?? '') ?></span></li>
<?php } ?>
</ul>
<?php } ?>
</div>
</div>
<?php } ?>
@@ -158,6 +230,29 @@ $use_url = "modals/document_template/document_template_use.php?id=$document_temp
</div>
<script src="../js/pretty_content.js"></script>
<script src="../libs/SortableJS/Sortable.min.js"></script>
<script>
(function () {
var list = document.getElementById('documentTemplateFillIns');
if (!list) {
return;
}
new Sortable(list, {
handle: '.drag-handle',
animation: 150,
onEnd: function () {
itflowPost('post.php', {
reorder_document_template_fill_ins: 1,
csrf_token: <?= json_encode($csrf) ?>,
document_template_id: <?= $document_template_id ?>,
names: Array.from(list.querySelectorAll('[data-fill-in-name]')).map(function (row) {
return row.dataset.fillInName;
})
});
}
});
})();
</script>
<?php
require_once "../includes/footer.php";