Files
itflow/js/document_template_form.js
johnnyq 3ee183a09a 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
2026-10-18 19:47:57 -04:00

24 lines
1.1 KiB
JavaScript

/*
* The document template window (admin/modals/document_template/document_template_form.php):
* a placeholder under the editor goes in where the cursor is, and a table of the
* client's records goes in on a line of its own. The window is an ajax modal that
* runs this each time it opens, so the listener is bound once.
*/
itflowBindOnce('itflowDocumentTemplateWord', 'click', '[data-document-template-word]', function () {
const word = '[' + this.dataset.documentTemplateWord + ']';
const table = this.hasAttribute('data-document-template-table');
const editor = window.tinymce ? tinymce.get('documentTemplateContent') : null;
if (editor) {
editor.insertContent(table ? '<p>' + word + '</p>' : word);
editor.focus();
return;
}
const textarea = document.getElementById('documentTemplateContent');
if (textarea) {
const at = textarea.selectionStart ?? textarea.value.length;
const text = table ? '<p>' + word + '</p>' : word;
textarea.value = textarea.value.slice(0, at) + text + textarea.value.slice(textarea.selectionEnd ?? at);
textarea.focus();
}
});