Files
itflow/agent/document.php
johnnyq 1a613eab7b Files and documents overhaul: rebuilt files list with folder tree (counts, open/close remembered, phone collapse), current folder path and folder menu, All/Documents/Uploads tabs with counts, colour-coded type tiles, shared and portal pills, updated time and author, linked record counts, permission-gated row menus, search across every folder from the top level showing where each result lives, grid view with real previews (image thumbnails, PDF first page, document and text excerpts) and an arrow-key previewer with a Details button, drag and drop files onto the list to upload into the folder on show, bulk move/archive/restore/delete for files and documents together; document page rebuilt like the asset and contact pages with header actions (Edit, Share, PDF, Print, Rename, Move, Link, portal visibility, Archive, Delete), Linked card, folder and portal card and a History card where versions can be viewed, restored (current content kept as a version) or deleted, revision table moved to print only; new file quick look with preview, folder, uploader, share status and links; document quick look and version viewer redone; one link modal for every relation (files, documents, assets, contacts, licenses, vendors) with type tabs and multi-select, offering only the client's own unarchived, not yet linked records, old link modals now open it; upload modal with drop box, file list and size checks; new and edit document share one form with folder and client portal switch; template, rename, move, bulk move, visibility and folder add/rename/delete modals modernized with folder tree pickers; asset and contact pages show the same file and document tiles and open the file quick look; fixes: folder, contact and asset ownership checked on upload, new document, template, move and bulk move, links limited to records of the same client, linking an existing link no longer errors, deleting a folder now moves its files, documents and subfolders up instead of orphaning them, file delete confirmation no longer builds its name into inline JS, permission checks added to the upload, new document, folder, visibility and link modals, upload modal script error that skipped the size check, skipped uploads now reported, mime type read from the uploaded file, per-row link modals that broke grid view, search with quotes double escaped, document search text stored without tags and with words spaced, bulk messages with empty counts, visibility wording, file rename icon, PDF export redirecting after output and needing write access, file and document deletes now remove their links and skip missing files on disk, duplicate asset to file link handler removed; developer: new functions/links.php (relation registry, linkAdd, linkRemove, linkRemoveAll, linkedRecords, linkCandidates, linkGroupsHtml), post/link.php with link_items and unlink_item plus the legacy link and unlink names, functions/files.php gains fileTypeInfo, fileTypeTile, documentTile, folderTree, folderPath, folderSubtree, folderOptionsHtml, folderOwnedId, delete helpers, documentContentRaw and documentHtmlPurify, new agent/js/files.js, modals/link/link.php, modals/file/file.php, modals/folder/folder_delete.php and modals/document/document_form.php, removed unused document_bulk_move.php, document_add_file_relation.php and js/file_delete_modal.js
2026-10-14 20:35:41 -04:00

246 lines
15 KiB
PHP

<?php
/*
* A document - read it, edit it, share or print it, see what it is linked to
* and every earlier version of it. Laid out like the asset and contact pages:
* a header card with the actions, the content beside a column of what goes
* with it.
*
* Open to anyone with access to the client, like the files list; changing it
* takes support write access, like the handlers behind it.
*/
require_once "includes/inc_all_client.php";
$document_id = intval($_GET['document_id'] ?? 0);
$row = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT document_archived_at, document_client_visible, document_content, document_created_at,
document_description, document_folder_id, document_name, document_updated_at,
creator.user_name AS created_by_name, updater.user_name AS updated_by_name
FROM documents
LEFT JOIN users creator ON document_created_by = creator.user_id
LEFT JOIN users updater ON document_updated_by = updater.user_id
WHERE document_client_id = $client_id AND document_id = $document_id
LIMIT 1"));
if (!$row) {
echo "<div class='text-center'><h1 class='text-secondary mt-5'>Nothing to see here</h1><a class='btn btn-lg btn-secondary mt-3' href='files.php?client_id=$client_id'><i class='fa fa-fw fa-arrow-left me-2'></i>Back to files</a></div>";
require_once "../includes/footer.php";
exit();
}
$can_edit = lookupUserPermission('module_support') >= 2;
$can_delete = lookupUserPermission('module_support') >= 3;
$document_name = escapeHtml($row['document_name']);
$document_description = escapeHtml($row['document_description']);
$document_archived = !empty($row['document_archived_at']);
$document_visible = intval($row['document_client_visible']);
$document_updated_at = $row['document_updated_at'] ?: $row['document_created_at'];
$document_updated_by = escapeHtml($row['updated_by_name'] ?: $row['created_by_name']);
$folder_tree = folderTree($client_id);
$document_folder_id = isset($folder_tree[intval($row['document_folder_id'])]) ? intval($row['document_folder_id']) : 0;
$folder_path = folderPath($folder_tree, $document_folder_id);
$versions = [];
$sql_versions = mysqli_query($mysqli, "SELECT document_version_id, document_version_name, document_version_description, document_version_created_at, user_name
FROM document_versions LEFT JOIN users ON document_version_created_by = user_id
WHERE document_version_document_id = $document_id
ORDER BY document_version_created_at DESC, document_version_id DESC");
while ($version = mysqli_fetch_assoc($sql_versions)) {
$versions[] = $version;
}
$csrf = $_SESSION['csrf_token'];
// Tab title - used raw, the header escapes it
$page_title = $row['document_name'];
?>
<ol class="breadcrumb d-print-none">
<li class="breadcrumb-item"><a href="client_overview.php?client_id=<?= $client_id ?>"><?= $client_name ?></a></li>
<li class="breadcrumb-item"><a href="files.php?client_id=<?= $client_id ?>">Files</a></li>
<?php foreach ($folder_path as $crumb) { ?>
<li class="breadcrumb-item"><a href="files.php?client_id=<?= $client_id ?>&folder_id=<?= $crumb['folder_id'] ?>"><?= escapeHtml($crumb['folder_name']) ?></a></li>
<?php } ?>
<li class="breadcrumb-item active"><?= $document_name ?></li>
</ol>
<!-- What it is, and what you can do with it -->
<div class="card mb-3 itflow-document-head">
<div class="card-body d-flex flex-wrap align-items-start gap-3">
<?= documentTile('lg') ?>
<div class="min-w-0 flex-grow-1">
<h1 class="h3 mb-1 d-flex flex-wrap align-items-center column-gap-2">
<span class="text-break"><?= $document_name ?></span>
<?php if ($document_archived) { ?><span class="badge rounded-pill text-bg-secondary fw-normal fs-6">Archived</span><?php } ?>
<?php if ($document_visible) { ?><span class="badge rounded-pill bg-info-subtle text-info-emphasis fw-normal fs-6" title="Technical contacts can read this in the client portal">Portal</span><?php } ?>
</h1>
<?php if ($document_description) { ?>
<div class="text-body-secondary"><?= $document_description ?></div>
<?php } ?>
<div class="small text-body-secondary mt-1">
<span title="<?= escapeHtml($document_updated_at) ?>">Updated <?= timeAgo($document_updated_at) ?></span><?= $document_updated_by ? " by $document_updated_by" : '' ?>
&middot; Created <?= date('M j, Y', strtotime($row['document_created_at'])) ?><?= $row['created_by_name'] ? ' by ' . escapeHtml($row['created_by_name']) : '' ?>
<?php if ($versions) { ?>&middot; <a class="text-reset" href="#documentHistory"><?= count($versions) ?> earlier version<?= count($versions) === 1 ? '' : 's' ?></a><?php } ?>
</div>
</div>
<div class="d-flex flex-wrap gap-2 d-print-none">
<?php if ($can_edit && !$document_archived) { ?>
<button type="button" class="btn btn-primary ajax-modal" data-modal-size="xl" data-modal-url="modals/document/document_edit.php?id=<?= $document_id ?>">
<i class="fas fa-edit me-2"></i>Edit
</button>
<?php } ?>
<?php if (!$document_archived) { ?>
<button type="button" class="btn btn-outline-secondary" data-bs-toggle="modal" data-bs-target="#shareModal" onclick="populateShareModal(<?= "$client_id, 'Document', $document_id" ?>)" title="Share a link to it">
<i class="fas fa-share me-2"></i>Share
</button>
<?php } ?>
<a class="btn btn-outline-secondary" href="post.php?export_document=<?= $document_id ?>&csrf_token=<?= $csrf ?>" title="Export as PDF"><i class="fas fa-file-pdf"></i><span class="d-none d-md-inline ms-2">PDF</span></a>
<button type="button" class="btn btn-outline-secondary" onclick="window.print();" title="Print"><i class="fas fa-print"></i></button>
<?php if ($can_edit) { ?>
<div class="dropdown">
<button type="button" class="btn btn-outline-secondary" data-bs-toggle="dropdown" title="More"><i class="fas fa-ellipsis-v"></i></button>
<div class="dropdown-menu dropdown-menu-end">
<?php if (!$document_archived) { ?>
<a class="dropdown-item ajax-modal" href="#" data-modal-url="modals/document/document_rename.php?id=<?= $document_id ?>"><i class="fas fa-fw fa-pen me-2"></i>Rename</a>
<a class="dropdown-item ajax-modal" href="#" data-modal-url="modals/document/document_move.php?id=<?= $document_id ?>"><i class="fas fa-fw fa-folder-open me-2"></i>Move</a>
<a class="dropdown-item ajax-modal" href="#" data-modal-url="modals/link/link.php?from=document&id=<?= $document_id ?>"><i class="fas fa-fw fa-link me-2"></i>Link</a>
<?php if ($config_client_portal_enable) { ?>
<a class="dropdown-item ajax-modal" href="#" data-modal-url="modals/document/document_edit_visibility.php?document_id=<?= $document_id ?>"><i class="fas fa-fw fa-eye<?= $document_visible ? '-slash' : '' ?> me-2"></i><?= $document_visible ? 'Hide from' : 'Show in' ?> client portal</a>
<?php } ?>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger confirm-link" href="post.php?archive_document=<?= $document_id ?>&csrf_token=<?= $csrf ?>" data-confirm-text="Archiving unlinks it from everything it is linked to."><i class="fas fa-fw fa-archive me-2"></i>Archive</a>
<?php } else { ?>
<a class="dropdown-item" href="post.php?restore_document=<?= $document_id ?>&csrf_token=<?= $csrf ?>"><i class="fas fa-fw fa-redo me-2"></i>Restore</a>
<?php } ?>
<?php if ($can_delete) { ?>
<div class="dropdown-divider"></div>
<a class="dropdown-item text-danger confirm-link" href="post.php?delete_document=<?= $document_id ?>&csrf_token=<?= $csrf ?>&from=document_details" data-confirm-text="The document and all its versions are deleted for good."><i class="fas fa-fw fa-trash me-2"></i>Delete</a>
<?php } ?>
</div>
</div>
<?php } ?>
</div>
</div>
</div>
<div class="row">
<!-- The document -->
<div class="col-lg-8">
<div class="card mb-3">
<div class="card-body prettyContent itflow-document-body">
<?= documentHtmlPurify($row['document_content']) ?: '<p class="text-body-secondary">This document is empty.' . ($can_edit && !$document_archived ? ' <a class="ajax-modal" href="#" data-modal-size="xl" data-modal-url="modals/document/document_edit.php?id=' . $document_id . '">Start writing</a>' : '') . '</p>' ?>
</div>
</div>
<!-- On paper, the revision history goes at the end of the document -->
<?php if ($versions) { ?>
<div class="d-none d-print-block">
<h4>Revision history</h4>
<table class="table table-sm">
<thead><tr><th>Version</th><th>Date</th><th>Name</th><th>Summary</th><th>Author</th></tr></thead>
<tbody>
<?php foreach (array_reverse($versions) as $number => $version) { ?>
<tr>
<td><?= $number + 1 ?></td>
<td><?= date('Y-m-d', strtotime($version['document_version_created_at'])) ?></td>
<td><?= escapeHtml($version['document_version_name']) ?></td>
<td><?= escapeHtml($version['document_version_description']) ?: '-' ?></td>
<td><?= escapeHtml($version['user_name']) ?></td>
</tr>
<?php } ?>
</tbody>
</table>
</div>
<?php } ?>
</div>
<div class="col-lg-4 d-print-none">
<!-- What goes with it -->
<div class="card mb-3">
<div class="card-header d-flex align-items-center">
<h3 class="card-title mb-0 me-auto"><i class="fas fa-fw fa-link me-2 text-body-secondary"></i>Linked</h3>
<?php if ($can_edit && !$document_archived) { ?>
<a class="small ajax-modal" href="#" data-modal-url="modals/link/link.php?from=document&id=<?= $document_id ?>"><i class="fas fa-plus me-1"></i>Link</a>
<?php } ?>
</div>
<div class="card-body">
<?= linkGroupsHtml('document', $document_id, $client_id, $document_archived) ?>
</div>
</div>
<!-- Where it lives -->
<div class="card mb-3">
<div class="card-body">
<div class="itflow-glance-item" title="Folder">
<i class="fas fa-fw fa-folder"></i>
<span class="min-w-0 d-flex align-items-center">
<a class="text-truncate" href="files.php?client_id=<?= $client_id ?>&folder_id=<?= $document_folder_id ?>"><?= escapeHtml($folder_path ? implode(' / ', array_column($folder_path, 'folder_name')) : 'Top level') ?></a>
<?php if ($can_edit && !$document_archived) { ?>
<a class="itflow-copy ajax-modal" href="#" data-modal-url="modals/document/document_move.php?id=<?= $document_id ?>" title="Move"><i class="fas fa-pen"></i></a>
<?php } ?>
</span>
</div>
<?php if ($config_client_portal_enable) { ?>
<div class="itflow-glance-item" title="Client portal">
<i class="fas fa-fw fa-eye<?= $document_visible ? '' : '-slash' ?>"></i>
<span class="d-flex align-items-center">
<?= $document_visible ? 'Shown in the client portal' : 'Not in the client portal' ?>
<?php if ($can_edit && !$document_archived) { ?>
<a class="itflow-copy ajax-modal" href="#" data-modal-url="modals/document/document_edit_visibility.php?document_id=<?= $document_id ?>" title="Change"><i class="fas fa-pen"></i></a>
<?php } ?>
</span>
</div>
<?php } ?>
</div>
</div>
<!-- Every earlier version -->
<div class="card mb-3" id="documentHistory">
<div class="card-header">
<h3 class="card-title mb-0"><i class="fas fa-fw fa-history me-2 text-body-secondary"></i>History</h3>
</div>
<ul class="list-group list-group-flush itflow-document-history">
<li class="list-group-item">
<div class="fw-semibold small">Now</div>
<div class="small text-body-secondary">Updated <?= timeAgo($document_updated_at) ?><?= $document_updated_by ? " by $document_updated_by" : '' ?></div>
</li>
<?php foreach ($versions as $version) {
$version_id = intval($version['document_version_id']); ?>
<li class="list-group-item d-flex align-items-center gap-2">
<div class="min-w-0 flex-grow-1">
<a class="small fw-semibold ajax-modal" href="#" data-modal-size="lg" data-modal-url="modals/document/document_version_view.php?id=<?= $version_id ?>" title="<?= escapeHtml($version['document_version_created_at']) ?>">
<?= date('M j, Y g:ia', strtotime($version['document_version_created_at'])) ?>
</a>
<div class="small text-body-secondary text-truncate">
<?= escapeHtml($version['user_name'] ?: 'Unknown') ?>
<?php if ($version['document_version_name'] !== $row['document_name']) { ?> &middot; was "<?= escapeHtml($version['document_version_name']) ?>"<?php } ?>
</div>
</div>
<?php if ($can_delete) { ?>
<a class="itflow-copy confirm-link text-danger" href="post.php?delete_document_version=<?= $version_id ?>&csrf_token=<?= $csrf ?>" title="Delete this version" data-confirm-text="This version is removed from the history for good."><i class="fas fa-trash-alt"></i></a>
<?php } ?>
</li>
<?php } ?>
<?php if (!$versions) { ?>
<li class="list-group-item small text-body-secondary">No earlier versions - each edit keeps the one before it here.</li>
<?php } ?>
</ul>
</div>
</div>
</div>
<script src="../js/pretty_content.js"></script>
<?php
require_once "modals/share_modal.php";
require_once "../includes/footer.php";