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Ticket templates stage 1: templates now set up the whole ticket - category, priority, billable, agent, due time and tags (migration 3.1.9 adds them, the ticket_template_tags table and tickets.ticket_template_id) - and fill [Client], [Contact], [Asset], [Site], [Agent], [Project], [Ticket], [Date], [Month], [Quarter] and [Year] in the subject, details and tasks when a ticket is raised, leaving other bracketed text for whoever picks it up; tickets remember the template they came from and each template shows how many tickets it raised, how many are open and when it was last used; the template picker fills New Ticket, the New Tickets windows on the assets and clients lists and recurring tickets, and project templates use each template's setup and agent; Admin > Ticket Templates rebuilt with search, Current/Archived, Copy, Archive/Restore and New ticket from it, and each template gets a page showing the ticket it starts, its tasks in drag-to-sort order with time estimates, what it sets up, its placeholders and the tickets, recurring tickets and project templates that use it; template handling moved into functions/ticket_template.php with ticketTemplateFinish, tagKeepIds and tagIdsFromValues split out of tagSetForRecord, and template task editing moved to admin/post; fixes editing a template task moving it to the top of the list, client bulk tickets skipping the template's tasks and time estimates, and the client bulk window not validating the agent, priority and category, and adds an option there to raise each client's ticket for its primary contact; changelog updated

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johnnyq
2026-10-18 00:01:43 -04:00
parent 9457442804
commit 3f90d2b0d0
26 changed files with 1562 additions and 669 deletions
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54
functions/project.php
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@@ -487,11 +487,12 @@ function projectContactId($contact_id, $client_id) {
/**
* Raise the tickets of a project template on a project, in the template's
* order, each with the template's tasks. They go to the project's client
* contact, and to its manager when $assign_to is given (an agent id).
* The client is not emailed - a project's tickets are planned work, not a
* request. [Client] and the like in a subject are filled in
* (projectTemplateSubject()). How many tickets were raised.
* order, each set up as its ticket template says (category, priority,
* billing, agent, due time, tags) with the template's tasks. They go to the
* project's client contact, and to its manager when $assign_to is given (an
* agent id) - else to the template's agent. The client is not emailed - a
* project's tickets are planned work, not a request. [Client], [Project] and
* the like are filled in (ticketTemplateFinish()). How many tickets were raised.
*/
function projectApplyTemplate($project, $project_template_id, $assign_to = 0) {
global $mysqli, $session_user_id, $session_name, $config_ticket_prefix, $config_ticket_default_billable;
@@ -500,31 +501,35 @@ function projectApplyTemplate($project, $project_template_id, $assign_to = 0) {
$client_id = intval($project['project_client_id']);
$contact_id = projectContactId($project['project_contact_id'] ?? 0, $client_id);
$assign_to = ticketAgentId($assign_to);
$status = $assign_to ? TICKET_STATUS_OPEN : TICKET_STATUS_NEW;
$billable = intval($config_ticket_default_billable) === 1 ? 1 : 0;
$prefix = escapeSql($config_ticket_prefix);
$template_name = escapeSql((string) getFieldById('project_templates', $project_template_id, 'project_template_name'));
$sql = mysqli_query($mysqli, "SELECT ticket_templates.ticket_template_id, ticket_template_subject, ticket_template_name, ticket_template_details
$sql = mysqli_query($mysqli, "SELECT project_template_ticket_templates.ticket_template_id
FROM project_template_ticket_templates
JOIN ticket_templates ON ticket_templates.ticket_template_id = project_template_ticket_templates.ticket_template_id
WHERE project_template_ticket_templates.project_template_id = $project_template_id
ORDER BY ticket_template_order ASC, ticket_template_name ASC");
$raised = 0;
while ($row = mysqli_fetch_assoc($sql)) {
while ($link = mysqli_fetch_row($sql)) {
$row = ticketTemplateRow($link[0]);
$subject = trim((string) $row['ticket_template_subject']) !== '' ? $row['ticket_template_subject'] : $row['ticket_template_name'];
$subject = escapeSql(mb_substr(projectTemplateSubject($subject, $project), 0, 500));
$subject = escapeSql(mb_substr($subject, 0, 500));
$details = mysqli_real_escape_string($mysqli, (string) $row['ticket_template_details']);
$priority = escapeSql(ticketPriority($row['ticket_template_priority'] ?? ''));
$category_id = ticketCategoryId($row['ticket_template_category_id']);
$billable = $row['ticket_template_billable'] !== null ? intval($row['ticket_template_billable']) : (intval($config_ticket_default_billable) === 1 ? 1 : 0);
$agent = $assign_to ?: ticketAgentId($row['ticket_template_assigned_to']);
$status = $agent ? TICKET_STATUS_OPEN : TICKET_STATUS_NEW;
mysqli_query($mysqli, "UPDATE settings SET config_ticket_next_number = LAST_INSERT_ID(config_ticket_next_number), config_ticket_next_number = config_ticket_next_number + 1 WHERE company_id = 1");
$ticket_number = intval(mysqli_insert_id($mysqli));
$url_key = randomString(32);
mysqli_query($mysqli, "INSERT INTO tickets SET ticket_prefix = '$prefix', ticket_number = $ticket_number, ticket_source = 'Project',
ticket_subject = '$subject', ticket_details = '$details', ticket_priority = 'Medium', ticket_billable = $billable, ticket_status = $status,
ticket_created_by = " . intval($session_user_id) . ", ticket_assigned_to = $assign_to, ticket_contact_id = $contact_id, ticket_url_key = '$url_key',
mysqli_query($mysqli, "INSERT INTO tickets SET ticket_prefix = '$prefix', ticket_number = $ticket_number, ticket_source = 'Project', ticket_category = $category_id,
ticket_subject = '$subject', ticket_details = '$details', ticket_priority = '$priority', ticket_billable = $billable, ticket_status = $status,
ticket_created_by = " . intval($session_user_id) . ", ticket_assigned_to = $agent, ticket_contact_id = $contact_id, ticket_url_key = '$url_key',
ticket_client_id = $client_id, ticket_invoice_id = 0, ticket_project_id = $project_id");
$ticket_id = mysqli_insert_id($mysqli);
applyTicketSla($ticket_id);
addTasksFromTicketTemplate($ticket_id, $row['ticket_template_id']);
ticketTemplateFinish($ticket_id, $row['ticket_template_id'], true, true);
logTicketHistory($ticket_id, "$session_name raised the ticket from project template $template_name");
triggerCustomAction('ticket_create', $ticket_id);
$raised++;
@@ -532,27 +537,6 @@ function projectApplyTemplate($project, $project_template_id, $assign_to = 0) {
return $raised;
}
/**
* A template ticket's subject with what is known filled in: [Client], [Project],
* [Month], [Quarter] and [Year]. Anything else in brackets ([User], [Server
* Name]) is the agent's to fill in, and stays.
*/
function projectTemplateSubject($subject, $project) {
$month = intval(date('n'));
$known = [
'project' => (string) $project['project_name'],
'month' => date('F Y'),
'quarter' => 'Q' . intval(ceil($month / 3)) . ' ' . date('Y'),
'year' => date('Y'),
];
if (intval($project['project_client_id']) && !empty($project['client_name'])) {
$known['client'] = (string) $project['client_name'];
}
return preg_replace_callback('/\[(client|project|month|quarter|year)\]/i', function ($match) use ($known) {
return $known[strtolower($match[1])] ?? $match[0];
}, (string) $subject);
}
/**
* Put a ticket on a project, when it may go there: the agent may reach it,
* and it is the project's client's (an internal project takes any). '' when