Files
itflow/admin/modals/document_template/document_template_use.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

83 lines
4.2 KiB
PHP

<?php
/*
* New document for a client from a document template - from Admin > Document
* Templates and the template's page. When the client is picked, what the
* template asks for - the site and contact its placeholders come from, and its
* fill-ins - is drawn under it (agent/js/document_template_make.js). It goes in
* the client's Files, at the top level, and opens (add_document_from_template,
* agent/post/document.php). &client_id= picks the client - from the
* template's list of clients missing one.
*/
require_once '../../includes/modal_header.php';
$template = documentTemplateRow($_GET['id'] ?? 0);
$picked_client_id = intval($_GET['client_id'] ?? 0);
ob_start();
if (!$template || $template['document_template_archived_at']) { ?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-file-alt me-2"></i>New document</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<div class="modal-body text-center text-secondary py-5">That document template is gone or archived.</div>
<?php } else { ?>
<div class="modal-header bg-dark">
<h5 class="modal-title text-truncate"><i class="fa fa-fw fa-file-alt me-2"></i>New document from <strong><?= escapeHtml($template['document_template_name']) ?></strong></h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<form action="/agent/post.php" method="post" autocomplete="off" data-doc-template-make>
<input type="hidden" name="csrf_token" value="<?= $_SESSION['csrf_token'] ?>">
<input type="hidden" name="document_template_id" value="<?= intval($template['document_template_id']) ?>" data-doc-template-select>
<div class="modal-body">
<div class="mb-3">
<label class="form-label">Client <strong class="text-danger">*</strong></label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-user"></i></span>
<select class="form-select select2" name="client_id" required data-doc-template-client>
<option value="">- Pick a client -</option>
<?php
$sql_clients = mysqli_query($mysqli, "SELECT client_id, client_name FROM clients WHERE client_archived_at IS NULL ORDER BY client_name ASC");
while ($row = mysqli_fetch_assoc($sql_clients)) { ?>
<option value="<?= intval($row['client_id']) ?>" <?= intval($row['client_id']) === $picked_client_id ? 'selected' : '' ?>><?= escapeHtml($row['client_name']) ?></option>
<?php } ?>
</select>
</div>
</div>
<!-- What the template asks for, for the client picked - agent/js/document_template_make.js -->
<div class="mb-3" data-doc-template-asks hidden></div>
<div class="mb-3">
<label class="form-label">Name</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-file-alt"></i></span>
<input type="text" class="form-control" name="name" placeholder="<?= escapeHtml($template['document_template_name']) ?>" maxlength="200">
</div>
</div>
<div class="mb-2">
<label class="form-label">Summary</label>
<div class="input-group">
<span class="input-group-text"><i class="fa fa-fw fa-align-left"></i></span>
<input type="text" class="form-control" name="description" placeholder="<?= escapeHtml($template['document_template_description'] ?: 'One line on what it covers') ?>" maxlength="500">
</div>
</div>
<small class="text-secondary">It goes in the client's Files at the top level, and opens to fill in.</small>
</div>
<div class="modal-footer">
<button type="submit" name="add_document_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>
<script src="/agent/js/document_template_make.js"></script>
<?php }
require_once '../../../includes/modal_footer.php';