Files
itflow/admin/modals/document_template/document_template_use.php
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

81 lines
4.0 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).
*/
require_once '../../includes/modal_header.php';
$template = documentTemplateRow($_GET['id'] ?? 0);
ob_start();
if (!$template || $template['document_template_archived_at']) { ?>
<div class="modal-header bg-dark">
<h5 class="modal-title"><i class="fa fa-fw fa-file-alt me-2"></i>New document</h5>
<button type="button" class="btn-close btn-close-white" data-bs-dismiss="modal"></button>
</div>
<div class="modal-body text-center text-secondary py-5">That document template is gone or archived.</div>
<?php } else { ?>
<div class="modal-header bg-dark">
<h5 class="modal-title text-truncate"><i class="fa fa-fw fa-file-alt me-2"></i>New document from <strong><?= escapeHtml($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($row['client_id']) ?>"><?= escapeHtml($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';