Document Templates - documents ready to start a client's from: a
* runbook, a build sheet, a plan. Each row shows what it is for, how many
* documents have been made from it and for how many clients, when it was
* last used and last changed. A template can be changed, copied as the start
* of another, archived - not offered for new documents, while the documents
* made from it stay - or deleted. One that every client, or the clients with
* a tag, should have shows how many of them do, and one whose documents are
* reviewed shows how many are due; the Required tab lists those it is
* required of. They can be exported to a file and imported from one, and
* the report shows how they are used. The work is in
* functions/document_template.php; the handlers are
* admin/post/document_template.php.
*/
// Default Column Sortby Filter
$sort = "document_template_name";
$order = "ASC";
require_once "includes/inc_all_admin.php";
// '' current, 'required' the current ones someone should have, 'archived'
$show = (string) ($_GET['show'] ?? '');
$show = in_array($show, ['required', 'archived'], true) ? $show : '';
$show_archived = $show === 'archived';
$show_where = [
'' => 'document_template_archived_at IS NULL',
'required' => 'document_template_archived_at IS NULL AND document_template_required > 0',
'archived' => 'document_template_archived_at IS NOT NULL',
][$show];
// Only these sort - an unknown column would take the page down
$sortable_columns = [
'document_template_name' => "document_template_name $order",
'used_count' => "used_count $order, document_template_name ASC",
'last_used' => "last_used IS NULL, last_used $order, document_template_name ASC",
'changed_at' => "changed_at $order, document_template_name ASC",
];
if (!isset($sortable_columns[$sort])) {
$sort = 'document_template_name';
}
$search = "(document_template_name LIKE '%$q%' OR document_template_description LIKE '%$q%' OR document_template_content LIKE '%$q%')";
// Its use is the documents made from it that are not archived - as documentTemplateUsage() counts them
$sql = mysqli_query($mysqli, "SELECT SQL_CALC_FOUND_ROWS document_templates.document_template_id, document_template_name, document_template_description, document_template_content,
document_template_required, document_template_review_months, document_template_created_at, document_template_updated_at, document_template_archived_at, COALESCE(document_template_updated_at, document_template_created_at) AS changed_at,
COALESCE(updater.user_name, creator.user_name) AS changed_by,
COALESCE(used.used_count, 0) AS used_count, COALESCE(used.client_count, 0) AS client_count, used.last_used
FROM document_templates
LEFT JOIN users creator ON creator.user_id = document_template_created_by AND document_template_created_by > 0
LEFT JOIN users updater ON updater.user_id = document_template_updated_by AND document_template_updated_by > 0
LEFT JOIN (
SELECT document_template_id AS used_template_id, COUNT(*) AS used_count, COUNT(DISTINCT document_client_id) AS client_count, MAX(document_created_at) AS last_used
FROM documents WHERE document_template_id > 0 AND document_archived_at IS NULL GROUP BY document_template_id
) used ON used.used_template_id = document_templates.document_template_id
WHERE $search AND $show_where
ORDER BY {$sortable_columns[$sort]}, document_templates.document_template_id ASC
LIMIT $record_from, $record_to");
$num_rows = mysqli_fetch_row(mysqli_query($mysqli, "SELECT FOUND_ROWS()"));
$rows = [];
while ($row = mysqli_fetch_assoc($sql)) {
$rows[intval($row['document_template_id'])] = $row;
}
// Who should have them and how many do, and the documents due a review - for the ones on show
$required_tags = documentTemplateRequiredTags(array_keys($rows));
$due_counts = documentTemplateDueCounts(array_keys($rows));
$coverage = [];
foreach ($rows as $template_id => $row) {
if (intval($row['document_template_required']) && !$row['document_template_archived_at']) {
$coverage[$template_id] = documentTemplateCoverage($template_id, $row['document_template_required'], array_keys($required_tags[$template_id]));
}
}
$counts = mysqli_fetch_row(mysqli_query($mysqli, "SELECT COALESCE(SUM(document_template_archived_at IS NULL), 0), COALESCE(SUM(document_template_archived_at IS NOT NULL), 0),
COALESCE(SUM(document_template_archived_at IS NULL AND document_template_required > 0), 0) FROM document_templates WHERE $search"));
$sort_link = function ($column, $label) use ($url_query_strings_sort, $sort, $disp, $order_icon) {
return ''
. $label . ($sort === $column ? " $order_icon" : '') . '';
};
$pill_url = function ($view) {
return '?' . http_build_query(array_filter(['q' => $_GET['q'] ?? '', 'show' => $view]));
};
$add_url = 'modals/document_template/document_template_add.php';
$csrf = $_SESSION['csrf_token'];
?>
'document templates',
'icon' => 'fa-file-alt',
'filtered' => $q !== '',
'archived' => $show_archived,
'views' => ['show'],
'view' => $show === 'required' ? ['title' => 'No required templates', 'text' => 'Set one up from its page - Who should have one - to see which clients are missing a document from it.'] : null,
'text' => 'A document ready to start a client\'s from - a runbook, a build sheet, a plan. Agents start one from Document from template in a client\'s Files. Maintenance > Starter Content has a set for an MSP.',
'actions' => [['label' => 'New Document Template', 'modal' => $add_url, 'size' => 'xl']],
];
require_once "../includes/filter_footer.php";
?>