Documentate

Documentate is a WordPress plugin for generating official resolutions and structured administrative documents from ODT/DOCX templates.

It uses OpenTBS for template merging and supports conversion to PDF/DOCX via Collabora Online (server) or LibreOffice WASM (browser).

Demo

Try it in the browser with WordPress Playground (includes sample data; changes are lost when you close the tab):

Preview in WordPress Playground

Features

• Document types (templates) defined as a custom taxonomy with schema-driven fields
• Generation of ODT/DOCX from templates via OpenTBS
• Optional conversion to PDF (and between office formats) with:
  • Collabora Online (default, server-side)
  • LibreOffice WASM in the browser (experimental, client-side)
• Per-user scope filtering (hierarchical categories) for document visibility
• Workflow, revisions, attachments, collaborative editing support
• Multisite compatible

Installation

1. Download the latest release from the GitHub Releases page.
2. Upload the ZIP via Plugins → Add New → Upload Plugin.
3. Activate the plugin.
4. Configure conversion engine and other options under Settings → Documentate.

Development

Requires Docker (wp-env).

make up             # Start Docker wp-env (http://localhost:8889, admin / password)
make down           # Stop containers
make check          # fix + lint + plugin-check + tests + translations

See AGENTS.md for the full agent/developer instructions and ARCHITECTURE.md for system design.

Key make targets

Target	Description
make fix	Format PHP with mago
make lint	Lint PHP with mago
make check-plugin	WordPress plugin-check
make test	PHPUnit unit tests
make test-e2e	Playwright E2E tests
make check	Full verification suite

Testing

make test runs the PHPUnit suite inside the wp-env tests-cli container (MySQL); make test-e2e runs the Playwright E2E suite. Both accept FILE= / FILTER=.

Document conversion

Selectable under Settings → Conversion Engine:

• Collabora Online (recommended): server-side web service, reliable for batch/PDF generation.
• LibreOffice WASM (experimental): runs entirely in the browser via @matbee/libreoffice-converter. Large binaries are loaded from a CDN (configurable); requires cross-origin isolation headers (COOP/COEP). See admin/vendor/libreoffice-converter/README.md.

Access control

• Document Types (templates): only administrators can create/edit/delete them.
• Documents: filtered by a per-user scope category (hierarchical). Administrators see everything. Users without an assigned scope see no documents.

Assign scope under Users → Edit user → Documentate section.

Contextual field help

Schema field definitions support help text before and after the control:

• before_description: shown before the input
• description: shown after the input (standard behaviour)

Optional styling keys: before_description_class, before_description_style, before_description_color.

License

GPL-3.0. See LICENSE.txt.