pdf template status

application/Espo/Classes/AppParams/TemplateEntityTypeList.php

@@ -30,29 +30,27 @@
 namespace Espo\Classes\AppParams;
 
 use Espo\Core\Acl;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
 use Espo\Core\ORM\EntityManager;
 use Espo\Core\Select\SelectBuilderFactory;
 use Espo\Entities\Template;
 use Espo\Tools\App\AppParam;
+use RuntimeException;
 
 /**
  * Returns a list of entity types for which a PDF template exists.
+ *
+ * @noinspection PhpUnused
  */
 class TemplateEntityTypeList implements AppParam
 {
-    private Acl $acl;
-    private SelectBuilderFactory $selectBuilderFactory;
-    private EntityManager $entityManager;
 
     public function __construct(
-        Acl $acl,
-        SelectBuilderFactory $selectBuilderFactory,
-        EntityManager $entityManager
-    ) {
-        $this->acl = $acl;
-        $this->selectBuilderFactory = $selectBuilderFactory;
-        $this->entityManager = $entityManager;
-    }
+        private Acl $acl,
+        private SelectBuilderFactory $selectBuilderFactory,
+        private EntityManager $entityManager,
+    ) {}
 
     /**
      * @return string[]
@@ -65,14 +63,19 @@ class TemplateEntityTypeList implements AppParam
 
         $list = [];
 
-        $query = $this->selectBuilderFactory
-            ->create()
-            ->from(Template::ENTITY_TYPE)
-            ->withAccessControlFilter()
-            ->buildQueryBuilder()
-            ->select(['entityType'])
-            ->group(['entityType'])
-            ->build();
+        try {
+            $query = $this->selectBuilderFactory
+                ->create()
+                ->from(Template::ENTITY_TYPE)
+                ->withAccessControlFilter()
+                ->buildQueryBuilder()
+                ->select(['entityType'])
+                ->where(['status' => Template::STATUS_ACTIVE])
+                ->group(['entityType'])
+                ->build();
+        } catch (BadRequest|Forbidden $e) {
+            throw new RuntimeException('', 0, $e);
+        }
 
         $templateCollection = $this->entityManager
             ->getRDBRepositoryByClass(Template::class)

application/Espo/Classes/Select/Template/PrimaryFilters/Active.php

@@ -0,0 +1,42 @@
+<?php
+/************************************************************************
+ * This file is part of EspoCRM.
+ *
+ * EspoCRM – Open Source CRM application.
+ * Copyright (C) 2014-2025 Yurii Kuznietsov, Taras Machyshyn, Oleksii Avramenko
+ * Website: https://www.espocrm.com
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as published by
+ * the Free Software Foundation, either version 3 of the License, or
+ * (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program. If not, see <https://www.gnu.org/licenses/>.
+ *
+ * The interactive user interfaces in modified source and object code versions
+ * of this program must display Appropriate Legal Notices, as required under
+ * Section 5 of the GNU Affero General Public License version 3.
+ *
+ * In accordance with Section 7(b) of the GNU Affero General Public License version 3,
+ * these Appropriate Legal Notices must retain the display of the "EspoCRM" word.
+ ************************************************************************/
+
+namespace Espo\Classes\Select\Template\PrimaryFilters;
+
+use Espo\Core\Select\Primary\Filter;
+use Espo\Entities\Template;
+use Espo\ORM\Query\SelectBuilder as QueryBuilder;
+
+class Active implements Filter
+{
+    public function apply(QueryBuilder $queryBuilder): void
+    {
+        $queryBuilder->where(['status' => Template::STATUS_ACTIVE]);
+    }
+}

application/Espo/Entities/Template.php

@@ -36,6 +36,8 @@ class Template extends Entity
 {
     public const ENTITY_TYPE = 'Template';
 
+    public const STATUS_ACTIVE = 'Active';
+
     public function getTargetEntityType(): string
     {
         $entityType = $this->get('entityType');
@@ -46,4 +48,9 @@ class Template extends Entity
 
         return $entityType;
     }
+
+    public function isActive(): bool
+    {
+        return $this->get('status') === self::STATUS_ACTIVE;
+    }
 }

application/Espo/Resources/i18n/en_US/Global.json

@@ -453,7 +453,8 @@
     "presetFilters": {
         "followed": "Followed",
         "all": "All",
-        "starred": "Starred"
+        "starred": "Starred",
+        "active": "Active"
     },
     "massActions": {
         "delete": "Delete",

application/Espo/Resources/i18n/en_US/Template.json

@@ -20,7 +20,8 @@
         "pageHeight": "Page Height (mm)",
         "fontFace": "Font",
         "title": "Title",
-        "style": "Style"
+        "style": "Style",
+        "status": "Status"
     },
     "links": {
     },
@@ -28,6 +29,10 @@
         "Create Template": "Create Template"
     },
     "options": {
+        "status": {
+            "Active": "Active",
+            "Inactive": "Inactive"
+        },
         "pageOrientation": {
             "Portrait": "Portrait",
             "Landscape": "Landscape"

application/Espo/Resources/layouts/EmailTemplate/list.json

@@ -1,5 +1,20 @@
 [
-    {"name": "name", "link": true},
-    {"name": "assignedUser", "width": 20},
-    {"name": "createdAt", "width": 20}
+    {
+        "name": "name",
+        "link": true
+    },
+    {
+        "name": "assignedUser",
+        "width": 20
+    },
+    {
+        "name": "oneOff",
+        "width": 11,
+        "hidden": true
+    },
+    {
+        "name": "createdAt",
+        "width": 20,
+        "hidden": true
+    }
 ]

application/Espo/Resources/layouts/EmailTemplate/listSmall.json

@@ -1,5 +1,4 @@
 [
     {"name": "name", "link": true},
-    {"name": "assignedUser", "width": 22},
-    {"name": "createdAt", "width": 22}
+    {"name": "assignedUser", "width": 23}
 ]

application/Espo/Resources/layouts/Template/detail.json

@@ -1,21 +1,25 @@
 [
     {
-        "label": "",
         "rows": [
             [
                 {
-                    "name":"name"
+                    "name": "name"
                 },
                 {
-                    "name":"entityType"
+                    "name": "status"
                 }
             ],
-            [{"name":"variables","fullWidth":true, "view": "Template.Fields.Variables"}],
-            [{"name":"body","fullWidth":true}]
+            [
+                {
+                    "name": "entityType"
+                },
+                false
+            ],
+            [{"name": "variables", "view": "views/template/fields/variables"}],
+            [{"name":"body"}]
         ]
     },
     {
-        "label": "",
         "rows": [
             [{"name":"pageOrientation"}, {"name":"pageFormat"}],
             [{"name":"pageWidth"}, {"name":"pageHeight"}],
@@ -23,7 +27,6 @@
         ]
     },
     {
-        "label": "",
         "rows": [
             [false, {"name":"topMargin"}, false],
             [{"name":"leftMargin"}, false, {"name":"rightMargin"}],
@@ -31,7 +34,6 @@
         ]
     },
     {
-        "label": "",
         "rows": [
             [{"name": "title"}, false],
             [{"name":"printHeader"}, {"name":"headerPosition"}],

application/Espo/Resources/layouts/Template/detailSmall.json

@@ -1,10 +1,9 @@
 [
     {
-        "label": "",
         "rows": [
-            [{"name":"name"}],
-            [{"name":"entityType"}, false],
-            [{"name":"body"}]
+            [{"name": "name"}],
+            [{"name": "entityType"}, {"name": "status"}],
+            [{"name": "body"}]
         ]
     }
 ]

application/Espo/Resources/layouts/Template/list.json

@@ -1,4 +1,5 @@
 [
-    {"name": "name", "width": 50, "link": true},
-    {"name": "entityType"}
+    {"name": "name", "link": true},
+    {"name": "entityType", "width": 25},
+    {"name": "status", "width": 25}
 ]

application/Espo/Resources/metadata/clientDefs/Template.json

@@ -5,5 +5,11 @@
         "edit": "views/template/record/edit"
     },
     "mergeDisabled": true,
+    "filterList": [
+        "active"
+    ],
+    "selectDefaultFilters": {
+        "filter": "active"
+    },
     "iconClass": "fas fa-file-pdf"
 }

application/Espo/Resources/metadata/entityDefs/Template.json

@@ -24,6 +24,18 @@
             "translation": "Global.scopeNames",
             "view": "views/template/fields/entity-type"
         },
+        "status": {
+            "type": "enum",
+            "options": [
+                "Active",
+                "Inactive"
+            ],
+            "default": "Active",
+            "style": {
+                "Inactive": "info"
+            },
+            "maxLength": 8
+        },
         "leftMargin": {
             "type": "float",
             "default": 10

application/Espo/Resources/metadata/selectDefs/Template.json

@@ -1,5 +1,8 @@
 {
     "accessControlFilterClassNameMap": {
         "mandatory": "Espo\\Classes\\Select\\Template\\AccessControlFilters\\Mandatory"
+    },
+    "primaryFilterClassNameMap": {
+        "active": "Espo\\Classes\\Select\\Template\\PrimaryFilters\\Active"
     }
 }

application/Espo/Tools/Pdf/Service.php

@@ -43,28 +43,14 @@ class Service
 {
     private const DEFAULT_ENGINE = 'Dompdf';
 
-    private EntityManager $entityManager;
-    private Acl $acl;
-    private ServiceContainer $serviceContainer;
-    private DataLoaderManager $dataLoaderManager;
-    private Config $config;
-    private Builder $builder;
-
     public function __construct(
-        EntityManager $entityManager,
-        Acl $acl,
-        ServiceContainer $serviceContainer,
-        DataLoaderManager $dataLoaderManager,
-        Config $config,
-        Builder $builder
-    ) {
-        $this->entityManager = $entityManager;
-        $this->acl = $acl;
-        $this->serviceContainer = $serviceContainer;
-        $this->dataLoaderManager = $dataLoaderManager;
-        $this->config = $config;
-        $this->builder = $builder;
-    }
+        private EntityManager $entityManager,
+        private Acl $acl,
+        private ServiceContainer $serviceContainer,
+        private DataLoaderManager $dataLoaderManager,
+        private Config $config,
+        private Builder $builder,
+    ) {}
 
     /**
      * Generate a PDF.
@@ -97,13 +83,18 @@ class Service
             throw new NotFound("Record not found.");
         }
 
-        /** @var ?TemplateEntity $template */
-        $template = $this->entityManager->getEntityById(TemplateEntity::ENTITY_TYPE, $templateId);
+        $template = $this->entityManager
+            ->getRDBRepositoryByClass(TemplateEntity::class)
+            ->getById($templateId);
 
         if (!$template) {
             throw new NotFound("Template not found.");
         }
 
+        if (!$template->isActive()) {
+            throw new Forbidden("Template is not active.");
+        }
+
         if ($applyAcl && !$this->acl->checkEntityRead($entity)) {
             throw new Forbidden("No access to record.");
         }

client/src/views/modals/select-template.js

@@ -47,6 +47,8 @@ class SelectTemplateModalView extends SelectRecordsModalView {
         });
 
         this.collection.where = this.searchManager.getWhere();
+
+        this.collection.data.primaryFilter = 'active';
     }
 
     afterRender() {