Files
itflow/admin/modals/document_template/document_template_use_several.php
johnnyq 32b5288338 Document templates stage 3, the client standard and reviews: a template can be required of every client or of clients with chosen tags (leads and archived clients not counted, a template whose tags are all deleted applying to none rather than every client), with the template page showing how many clients have one with a bar and the clients missing it each with a Make button, and Admin > Document Templates showing the count on each template plus a new Required tab; documents can be made for several clients at once, one per client filled in from its own client, for a picked list or every missing client in one click, with fill-ins answered once for all and clients that already have one skipped unless unticked; a client's Files shows the documents it should have along the top opening Document from template with that template picked, the client overview shows a Documents missing count, and Document from template lists missing templates first; a template can ask for its documents to be reviewed every 3 or 6 months, yearly or every 2 years, a document falling due when not edited or marked reviewed for that long, with the document page showing Review due or the next review and who did the last one plus a Mark reviewed button, a Review due tab in Files listing due documents across every folder, and due counts on the client overview, the template page and the list, documents from archived templates not counted; an older document written before its template can be linked to it from its page so it counts and follows the template's review schedule; migration 3.2.7; fixed tag merges dropping merged tags from ticket templates (merges now carry over ticket template and required template tags) and deleting a document template marking all its documents as updated; changelog updated
2026-10-18 19:49:20 -04:00

98 lines
5.4 KiB
PHP

<?php
/*
* New documents from a template for several clients at once - from the
* template's page. Each is filled in from its own client - its primary site
* and contact - and the fill-ins are answered once, for all of them. Each goes
* in its client's Files at the top level. ?id= the template; &missing=1 picks
* the clients it is required of that have none yet. Made by
* make_documents_from_template (admin/post/document_template.php).
*/
require_once '../../includes/modal_header.php';
$template = documentTemplateRow($_GET['id'] ?? 0);
ob_start();
if (!$template || $template['document_template_archived_at']) { ?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-copy me-2"></i>New documents</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<div class="modal-body text-center text-secondary py-5">That document template is gone or archived.</div>
<?php } else {
$document_template_id = intval($template['document_template_id']);
$picked = [];
if (!empty($_GET['missing'])) {
$tag_ids = array_keys(documentTemplateRequiredTags([$document_template_id])[$document_template_id]);
$picked = array_keys(documentTemplateCoverage($document_template_id, $template['document_template_required'], $tag_ids)['missing']);
}
$used = documentTemplateWordsUsed($template);
$from_client = array_values(array_intersect(array_keys($used['placeholder']), array_merge(DOCUMENT_TEMPLATE_SITE_PLACEHOLDERS, DOCUMENT_TEMPLATE_CONTACT_PLACEHOLDERS)));
$fill_ins = documentTemplateFillInsFor($document_template_id);
?>
<div class="modal-header bg-dark">
<h5 class="modal-title text-truncate"><i class="fa fa-fw fa-copy me-2"></i>New documents from <strong><?= escapeHtml($template['document_template_name']) ?></strong></h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="post.php" method="post" autocomplete="off">
<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
<input type="hidden" name="document_template_id" value="<?= $document_template_id ?>">
<div class="modal-body">
<div class="mb-3">
<label class="form-label">Clients <strong class="text-danger">*</strong></label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-users"></i></span>
<select class="form-select select2" name="client_ids[]" multiple required data-placeholder="- Pick clients -">
<?php
$sql_clients = mysqli_query($mysqli, "SELECT client_id, client_name, client_lead FROM clients WHERE client_archived_at IS NULL ORDER BY client_name ASC");
while ($row = mysqli_fetch_assoc($sql_clients)) { ?>
<option value="<?= intval($row['client_id']) ?>" <?= in_array(intval($row['client_id']), $picked, true) ? 'selected' : '' ?>><?= escapeHtml($row['client_name']) ?><?= intval($row['client_lead']) ? ' (lead)' : '' ?></option>
<?php } ?>
</select>
</div>
<?php if (!empty($_GET['missing'])) { ?>
<div class="form-text"><?= $picked ? 'The ' . count($picked) . ' client' . (count($picked) === 1 ? '' : 's') . ' it is required of with none yet.' : 'Every client it is required of has one.' ?></div>
<?php } ?>
</div>
<div class="form-check form-switch mb-3">
<input class="form-check-input" type="checkbox" role="switch" name="skip_existing" value="1" id="documentTemplateSkipExisting" checked>
<label class="form-check-label" for="documentTemplateSkipExisting">Skip clients that already have one</label>
</div>
<?php if ($used['placeholder'] || $used['table']) { ?>
<div class="small text-secondary mb-3">
<i class="fas fa-fw fa-magic me-1"></i>Each is filled in from its own client: <span class="font-monospace"><?= escapeHtml(implode(' ', array_map(function ($word) {
return "[$word]";
}, array_values($used['placeholder'] + $used['table'])))) ?></span><?= $from_client ? ' - with its primary site and contact' : '' ?>.
</div>
<?php } ?>
<?php if ($fill_ins) { ?>
<div class="border rounded p-3 bg-body-tertiary mb-3">
<div class="fw-semibold mb-1"><i class="fas fa-fw fa-pen-square text-secondary me-1"></i>It asks for</div>
<div class="small text-secondary mb-2">Answered once, for every one of them. Leave one blank to fill it in on each document later.</div>
<div class="row g-2">
<?php foreach ($fill_ins as $fill_in) { ?>
<div class="col-md-6"><?= ticketFillInFieldHtml($fill_in, '') ?></div>
<?php } ?>
</div>
</div>
<?php } ?>
<small class="text-secondary">Each goes in its client's Files at the top level, named and summed up as the template is.</small>
</div>
<div class="modal-footer">
<button type="submit" name="make_documents_from_template" class="btn btn-primary text-bold"><i class="fa fa-check me-2"></i>Create</button>
<button type="button" class="btn btn-light" data-bs-dismiss="modal"><i class="fa fa-times me-2"></i>Cancel</button>
</div>
</form>
<?php }
require_once '../../../includes/modal_footer.php';