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# Terms & Conditions Management

For Filament 4.x / 5.0

Features

Installation

1. Install Package

composer require e2d2-dev/betta-terms

2. Run Setup Command

Run the setup command

php artisan terms:setup

This will publish migrations, ask to publish the config file and translations

3. Setup User Model

To perform consent on conditions add the HasConsents trait & the CanConsent interface to your auth provider model:

use Betta\Terms\Traits\User\HasConsents;
use \Betta\Terms\Contracts\CanConsent;

class User extends Authenticatable implements CanConsent
{
    use HasConsents;
}

4. Manage Terms Plugin

Add the ManageTermsPlugin to your panel:

use Betta\Terms\ManageTermsPlugin;

public static function register(Panel $panel): Panel
 {
     $panel->plugins([
         ManageTermsPlugin::make(),
     ]);
}

5. Terms Guard Plugin

Add the TermsGuardPlugin plugin to the panel you want to guard:

use Betta\Terms\TermsGuardPlugin;

 public static function register(Panel $panel): Panel
 {
     $panel->plugins([
         TermsGuardPlugin::make(),
     ]);
}

6. Panel Registration Form

If you want to have the conditions on your registrations form, add the Register component to your panel.

 use Betta\Terms\Filament\Auth\Register;
    
 public static function register(Panel $panel): Panel
 {
     $panel->registration(Register::class);
 }

Guards

Guard Features

Every guard can have multiple conditions

Conditions can be:

  • skippable -> not required
  • persistent -> will need consent every time / multiple times
  • orderable

Reorder

Panel Guard

Terms comes with a multi-panel guard. Each can have an own. The panel guard will be checked for new conditions every login, if there are any new users need to apply to them if not skippable. This includes replaced conditions.

Panel Guard Usage

  • Make sure to add the ManageTermsPlugin to your panel
  • Create at least one condition
  • Create a guard with the panel option
  • Link them together

Modify Panel Slug Generation

Hook into the Panel slug creation using:

use Betta\Terms\Terms;

 public function boot(): void
 {
     Terms::generatePanelSlugUsing(fn(string $panel) => generate_slug($panel))
 }

You can also just change the panel slug prefix in the config.

'config/betta-terms.php'

 'slug' => [
     'panel' => [
         'prefix' => 'panel//',
     ],
 ],

Model Guard

Some records may need conditions (e.g. invoices & registrations). The model guard provides a solution for that. Consents will be stored in the record and only committed when commitConsent() is called (e.g. after successful process).

Model Guard Setup

Add the HasGuardConditions trait to your order model:

use Betta\Terms\Traits\Model\HasGuardConditions;
use Betta\Terms\Contracts\ModelConditions;

class YourModel implements ModelConditions
{
    use HasGuardConditions;
}

Add the ConsentComponent to your form schema:

 use Betta\Terms\Filament\Forms\ConsentComponent;

 public function form(Schema $schema): Schema
 {
     return $schema
         ->components([
             ConsentComponent::make()
                 ->compact(),
         ]);
 }

Add A Model Guard in the GuardResource

Add a guard in the GuardResource by selecting the type model. Models from App\Models namespace will be auto listed. Add conditions to that model.

Register Models

You can add more models to the select by registering them

use Betta\Terms\ManageTermsPlugin;

public static function register(Panel $panel): Panel
 {
     $panel->plugins([
         ManageTermsPlugin::make()
             ->registerModel(string $model, ?string $name),
     ]);
}

Hook into Model Slug Creation

You can change how the slug is generated by providing a closure to Terms in a service provider:

use Betta\Terms\Terms;

 public function boot(): void
 {
     Terms::generateModelSlugUsing(fn(string $class) => generate_slug($class))
 }

You can also just change the model slug prefix in the config.

'config/betta-terms.php'

 'slug' => [
     'model' => [
         'prefix' => 'model//',
     ],
 ],

Conditions

Condition Guards

  • Every Condition can be added to any guard.
  • Conditions can be marked active or skippable in each guard separately
  • Conditions can be activated as soon as they have data filled in

Condition Name

The name is required. It will show up to the client. It is visible as the checkbox label in the compact mode and as section heading in the full mode

Condition Description

Description is not required but can be a useful info for clients for further context. It will show up in compact mode below the accepted checkbox and as description in full mode.

Condition Slug

The slug is autogenerated with timestamp as prefix and with revision suffix.

Condition Source

Every condition has its own content which can be supplied as

  • text (url+markdown)
  • file (with upload)
  • as url or just the name for small consents.

Condition Source Options

  • PDF
  • Link
  • Text
  • Markdown
  • Iframe
  • Simple
  • Image

Condition Replacement

When a condition needs improvement, you can't just edit the file, because it is an official document. Hit the replace action in the ConditionResource to replace it. As soon as all required data is filled in, you will be asked to replace the predecessor (previous version). The Predecessor will be removed from all guards and replaced by the successor.

Remove Conditions

A Condition can only be deleted when they have any consents yet.

Condition Consents

Every user's consent will be stored. On which guard or component it was signed will also be stored in the signed_on column of the consent table

ConsentComponent

Visual Modes

The consent component has two visual modes: regular and compact. Regular mode is of bigger size for full-page usage. Compact mode for in-form usage.

Regular Mode

Compact Mode

Every condition is presented with the AcceptedCheckbox which has the condition name as label, description as hint and a view action to display the content if applicable.

 use Betta\Terms\Filament\Forms\ConsentComponent;

     ConsentComponent::make()
         ->compact(),

Consent Component Layouts

The component does support further layouts:

 use Betta\Terms\Filament\Forms\ConsentComponent;

     ConsentComponent::make()
         ->aside()
         ->asSection(),

Guards

The consent component will find its guards automagically, but you can also specify the guard by slug or by model

 use Betta\Terms\Filament\Forms\ConsentComponent;

     ConsentComponent::make()
         ->guard($model)
         ->guard('guard-slug'),

Consent Conditions Page Component

This page will be shown when there are open conditions a user needs to consent.

Slug

The slug can be customized through the config

'page' => [
     'consent_conditions' => [
         'slug' => 'consent-conditions',
     ],
 ]       

Filament Menu Components

Can be individually enabled/disabled

'page' => [
     'consent_conditions' => [
         'topbar' => true,
         'global_search' => false,
         'navigation' => false,
      ],
 ]       

Generate Headings

You can define the heading by adding a closure TermsGuardPlugin::generateConsentConditionsHeadingUsing() The parameters $livewire, $guard, $user & $panel will be provided;

use Betta\Terms\TermsGuardPlugin;

 public static function register(Panel $panel): Panel
 {
     $panel->plugins([
         TermsGuardPlugin::make()->generateConsentConditionsHeadingUsing(fn($livewire, $guard, $user, $panel) => 'Your Heading'),
     ]);
}

Component

The component can be swapped.

'page' => [
     'consent_conditions' => [
         'component' => YourPageComponent::class,
      ],
 ]       

Commands

Setup Command

Will check if

  • the filament plugins are registered to any panel and provide information how to add them
  • tables are migrated and will ask to publish&run the migrations
  • config is published and ask to publish
  • translation is published and ask to publish
php artisan terms:setup

Make Condition Command

Create a condition and attach it to a guard. You will still need to visit the condition management resource. Link will be provided by the command after creation.

php artisan make:terms-condition

Make Guard Command

Create a guard. You will still need to visit the guard management resource. Link will be provided by the command after creation.

php artisan make:terms-guard

Make Terms Model Migration

Events

Terms supplies events if you want to attach further actions after something happened.

Consent Complete

Will dispatch after ConsentConsentConditions is completed

 use Betta\Terms\Events\ConsentComplete;

 public function __construct(
     User $user, 
     ?string $signedOn = null, 
     ?Guard $guard = null
 )

Condition Consent

After a condition was accepted.

    use Betta\Terms\Events\ConditionConsent;
    use Betta\Terms\Models\Consent;
    use Betta\Terms\Models\Condition;
    
    public function __construct(Consent $consent)
    {
        /** @var User $user */
        $user = $consent->user;
        
        /** @var Condition $condition */
        $condition = $consent->condition;
        
        /** @var string $signedOn */
        $signedOn = $consent->signed_on;
        
        /** @var \Carbon\CarbonInterface $createdAt */
        $createdAt = $consent->created_at;
    }

Successor Activated

When a new condition was activated and the predecessor got obsolete

    use Betta\Terms\Events\Condition\SuccessorActivated;
    use Betta\Terms\Models\Condition;
    
    /** @param Condition $condition */
    public function __construct($condition)
    {
        $predecessor = $condition->predecessor;
    }

Disabling the guard

If you need to disable the panel guard for some reason or for some user, provide a closure or a just bool to:

use Betta\Terms\TermsManager;
use Betta\Terms\Models\Guard;
use Filament\Panel;

     Terms::disableGuard(
         fn(
             TermsManager $manager, 
             User $user, 
             Guard $panelGuard, 
             Panel $panel
         ) : bool => $user->isSuperAdmin(), 
     )

Restricting Access

Terms does not come with permission configuration on purpose. You can enable/disable every Filament Resource/Action through policies as permissions are handled different in every app. Example:

class ConditionPolicy
{
 public function viewAny(User $user): Response | bool
 {
     return ! $user->isSuperAdmin(); // will disable the ConditionResource for everyone except "superAdmins"
 }
}

There is one custom Action: Condition "ReplaceAction" which will forward to the model action:

class Condition extends Model
{
 public function replace(): Condition
 {
     return Replace::run($this);
 }
}

// corresponding policy function
class ConditionPolicy
{
 public function replace(User $user, Condition $record): Response | bool
 {
     return $user->can('replace'); // e.g.
 }
}

Translations

Localization is available in: [ en, de, es, fr & pt ] at the moment.

Publish the translations using:

php artisan terms:setup

or via the service provider:

    php artisan vendor:publish --provider="Betta\Terms\ServiceProvider" --tag=translations

Publish Views

    php artisan vendor:publish --provider="Betta\Terms\ServiceProvider" --tag=views

Screenshots

Edit Condition

Condition Edit

Consent Conditions Page

Consent Conditions Page

Consents Table

Consents Table

Guards Table

Guards Table

Edit Guard

Guard Edit

Consent Component Compact Mode

Preview Compact

Consent Component Regular Mode

Preview Regular

TODO

  • Disabling Sources & Components
  • Conditions with language / country separation

Credits

License

The MIT License (MIT). Please see License File for more information.