Administration • Capacity for us to have access to certain variables via Administration

config/core.entity_form_display.oc_activity.phone_call.default.yml

@@ -11,16 +11,6 @@ targetEntityType: oc_activity
 bundle: phone_call
 mode: default
 content:
-  client:
-    type: entity_reference_autocomplete
-    weight: 2
-    region: content
-    settings:
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
-    third_party_settings: {  }
   name:
     type: string_textfield
     weight: 0
@@ -31,7 +21,7 @@ content:
     third_party_settings: {  }
   revision_log:
     type: hide_revision_field_log_widget
-    weight: 80
+    weight: 2
     region: content
     settings:
       rows: 5
@@ -50,6 +40,7 @@ content:
     third_party_settings: {  }
 hidden:
   activity_date_time: true
+  client: true
   description: true
   oc_provider: true
   oc_target: true

config/core.entity_form_display.oc_activity.trainer_debrief.default.yml

@@ -94,14 +94,10 @@ content:
       placeholder: ''
     third_party_settings: {  }
   oc_provider:
-    type: entity_reference_autocomplete
+    type: options_select
     weight: 0
     region: content
-    settings:
+    settings: {  }
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
     third_party_settings: {  }
   revision_log:
     type: hide_revision_field_log_widget

config/core.entity_form_display.oc_actor.trainer.default.yml

@@ -53,14 +53,10 @@ content:
       default_paragraph_type: _none
     third_party_settings: {  }
   field_delivery_partners:
-    type: entity_reference_autocomplete
+    type: options_select
     weight: 7
     region: content
-    settings:
+    settings: {  }
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
     third_party_settings: {  }
   field_emergency_contact:
     type: entity_reference_paragraphs

config/core.entity_form_display.oc_case.project.default.yml

@@ -18,14 +18,10 @@ bundle: project
 mode: default
 content:
   client:
-    type: entity_reference_autocomplete
+    type: options_select
     weight: 0
     region: content
-    settings:
+    settings: {  }
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
     third_party_settings: {  }
   field_contract_signed_date:
     type: datetime_default

config/core.entity_form_display.oc_case.training.default.yml

@@ -25,14 +25,10 @@ bundle: training
 mode: default
 content:
   client:
-    type: entity_reference_autocomplete
+    type: options_select
     weight: 0
     region: content
-    settings:
+    settings: {  }
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
     third_party_settings: {  }
   field_date_of_training:
     type: datetime_default
@@ -41,14 +37,10 @@ content:
     settings: {  }
     third_party_settings: {  }
   field_project:
-    type: entity_reference_autocomplete
+    type: options_select
     weight: 1
     region: content
-    settings:
+    settings: {  }
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
     third_party_settings: {  }
   field_social_media:
     type: boolean_checkbox

config/core.entity_form_display.oc_case_fee.project_fee.default.yml

@@ -5,8 +5,6 @@ dependencies:
   config:
     - field.field.oc_case_fee.project_fee.feeds_item
     - opencase_cases.oc_case_fee_type.project_fee
-  module:
-    - hide_revision_field
 id: oc_case_fee.project_fee.default
 targetEntityType: oc_case_fee
 bundle: project_fee
@@ -20,30 +18,15 @@ content:
       placeholder: ''
     third_party_settings: {  }
   oc_fee_category:
-    type: entity_reference_autocomplete
+    type: options_select
     weight: 0
     region: content
-    settings:
+    settings: {  }
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
-    third_party_settings: {  }
-  revision_log:
-    type: hide_revision_field_log_widget
-    weight: 80
-    region: content
-    settings:
-      rows: 5
-      placeholder: ''
-      show: false
-      default: ''
-      permission_based: false
-      allow_user_settings: false
     third_party_settings: {  }
 hidden:
   feeds_item: true
   name: true
   oc_case: true
+  revision_log: true
   status: true
   user_id: true

config/core.entity_form_display.oc_case_provision.trainer.default.yml

@@ -27,16 +27,6 @@ content:
     region: content
     settings: {  }
     third_party_settings: {  }
-  oc_case:
-    type: entity_reference_autocomplete
-    weight: 4
-    region: content
-    settings:
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
-    third_party_settings: {  }
   oc_case_provider_role:
     type: options_select
     weight: 1
@@ -44,18 +34,14 @@ content:
     settings: {  }
     third_party_settings: {  }
   oc_provider:
-    type: entity_reference_autocomplete
+    type: options_select
     weight: 0
     region: content
-    settings:
+    settings: {  }
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
     third_party_settings: {  }
   revision_log:
     type: hide_revision_field_log_widget
-    weight: 80
+    weight: 4
     region: content
     settings:
       rows: 5
@@ -68,5 +54,6 @@ content:
 hidden:
   feeds_item: true
   name: true
+  oc_case: true
   status: true
   user_id: true

config/core.entity_form_display.oc_organisation.client.default.yml

@@ -95,24 +95,16 @@ content:
       placeholder: ''
     third_party_settings: {  }
   field_tags:
-    type: entity_reference_autocomplete
+    type: options_select
     weight: 11
     region: content
-    settings:
+    settings: {  }
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
     third_party_settings: {  }
   field_umbrella_client:
-    type: entity_reference_autocomplete
+    type: options_select
     weight: 6
     region: content
-    settings:
+    settings: {  }
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
     third_party_settings: {  }
   name:
     type: string_textfield

config/core.entity_form_display.oc_organisation.umbrella_client.default.yml

@@ -18,14 +18,10 @@ bundle: umbrella_client
 mode: default
 content:
   field_tags:
-    type: entity_reference_autocomplete
+    type: options_select
     weight: 2
     region: content
-    settings:
+    settings: {  }
-      match_operator: CONTAINS
-      match_limit: 10
-      size: 60
-      placeholder: ''
     third_party_settings: {  }
   field_type_of_umbrella_client:
     type: options_select

config/core.menu.static_menu_link_overrides.yml

@@ -23,5 +23,59 @@ definitions:
     parent: ''
     expanded: false
     enabled: true
+  'opencase__manage_taxonomy_links:client_status':
+    enabled: false
+    menu_name: opencase
+    parent: opencase.opencase_admin_menu
+    expanded: false
+    weight: 0
+  'opencase__manage_taxonomy_links:clie':
+    enabled: false
+    menu_name: opencase
+    parent: opencase.opencase_admin_menu
+    weight: 0
+    expanded: false
+  'opencase__manage_taxonomy_links:client_subtypes':
+    enabled: false
+    menu_name: opencase
+    parent: opencase.opencase_admin_menu
+    weight: 0
+    expanded: false
+  'opencase__manage_taxonomy_links:client_types':
+    enabled: false
+    menu_name: opencase
+    parent: opencase.opencase_admin_menu
+    weight: 0
+    expanded: false
+  'opencase__see_all_organisations_links:client':
+    enabled: false
+    menu_name: opencase
+    parent: opencase.see_all
+    expanded: false
+    weight: 0
+  'opencase__see_all_organisations_links:partner_organisation':
+    enabled: false
+    menu_name: opencase
+    parent: opencase.see_all
+    weight: 0
+    expanded: false
+  'opencase__see_all_people_links:trainer':
+    enabled: false
+    menu_name: opencase
+    parent: opencase.see_all
+    weight: 0
+    expanded: false
+  'opencase__see_all_organisations_links:umbrella_client':
+    enabled: false
+    menu_name: opencase
+    parent: opencase.see_all
+    weight: 0
+    expanded: false
+  'opencase__manage_taxonomy_links:oc_case_provider_role':
+    enabled: false
+    menu_name: opencase
+    parent: opencase.opencase_admin_menu
+    expanded: false
+    weight: 0
 _core:
   default_config_hash: o4bYR9ZupWb3AsOIizTUG4g-nu1mdJqA59UB7QT-ifQ

config/field.field.oc_case_provision.trainer.field_rate.yml

@@ -13,7 +13,9 @@ label: Rate
 description: ''
 required: false
 translatable: false
-default_value: {  }
+default_value:
+  -
+    value: !!float 120
 default_value_callback: ''
 settings:
   min: null

config/field.field.oc_case_provision.trainer.field_rate_type.yml

@@ -17,7 +17,7 @@ required: false
 translatable: false
 default_value:
   -
-    value: custom
+    value: standard
 default_value_callback: ''
 settings: {  }
 field_type: list_string

config/user.role.gno_admin_user.yml

@@ -2,10 +2,19 @@ uuid: 1b23a802-601d-4d00-8818-392b5e496f9d
 langcode: en
 status: true
 dependencies:
+  config:
+    - taxonomy.vocabulary.clie
+    - taxonomy.vocabulary.client_status
+    - taxonomy.vocabulary.client_subtypes
+    - taxonomy.vocabulary.client_types
+    - taxonomy.vocabulary.oc_case_provider_role
+    - taxonomy.vocabulary.oc_fee_category
+    - taxonomy.vocabulary.tags
   module:
     - opencase
     - opencase_cases
     - opencase_entities
+    - taxonomy
 id: gno_admin_user
 label: 'GNO Additional Admin Permissions'
 weight: 4
@@ -15,7 +24,15 @@ permissions:
   - 'add case fee entities'
   - 'add case provision entities'
   - 'add equal opps entities'
+  - 'administer taxonomy'
   - 'administer users'
+  - 'create terms in clie'
+  - 'create terms in client_status'
+  - 'create terms in client_subtypes'
+  - 'create terms in client_types'
+  - 'create terms in oc_case_provider_role'
+  - 'create terms in oc_fee_category'
+  - 'create terms in tags'
   - 'delete activity entities'
   - 'delete all trainer revisions'
   - 'delete bank account entities'
@@ -25,11 +42,24 @@ permissions:
   - 'delete equal opps entities'
   - 'delete event entities'
   - 'delete organisation entities'
+  - 'delete terms in client_subtypes'
+  - 'delete terms in client_types'
+  - 'delete terms in oc_case_provider_role'
+  - 'delete terms in oc_fee_category'
+  - 'delete terms in tags'
   - 'delete trainer entities'
   - 'edit case entities'
+  - 'edit case fee entities'
   - 'edit case provision entities'
   - 'edit equal opps entities'
+  - 'edit terms in client_subtypes'
+  - 'edit terms in client_types'
+  - 'edit terms in oc_case_provider_role'
+  - 'edit terms in oc_fee_category'
+  - 'edit terms in tags'
   - 'use opencase'
+  - 'view all case fee revisions'
+  - 'view all case provision revisions'
   - 'view edit delete all actor entities'
   - 'view published case entities'
   - 'view published case fee entities'

config/views.view.actors.yml

@@ -0,0 +1,240 @@
+uuid: 3c5bb2b8-402b-4876-a243-b05c20976cb3
+langcode: en
+status: true
+dependencies:
+  config:
+    - user.role.authenticated
+  module:
+    - opencase_entities
+    - user
+id: actors
+label: Actors
+module: views
+description: ''
+tag: ''
+base_table: oc_actor_field_data
+base_field: id
+display:
+  default:
+    id: default
+    display_title: Default
+    display_plugin: default
+    position: 0
+    display_options:
+      fields:
+        name:
+          id: name
+          table: oc_actor_field_data
+          field: name
+          relationship: none
+          group_type: group
+          admin_label: ''
+          entity_type: oc_actor
+          entity_field: name
+          plugin_id: field
+          label: Name
+          exclude: false
+          alter:
+            alter_text: false
+            text: ''
+            make_link: false
+            path: ''
+            absolute: false
+            external: false
+            replace_spaces: false
+            path_case: none
+            trim_whitespace: false
+            alt: ''
+            rel: ''
+            link_class: ''
+            prefix: ''
+            suffix: ''
+            target: ''
+            nl2br: false
+            max_length: 0
+            word_boundary: true
+            ellipsis: true
+            more_link: false
+            more_link_text: ''
+            more_link_path: ''
+            strip_tags: false
+            trim: false
+            preserve_tags: ''
+            html: false
+          element_type: ''
+          element_class: ''
+          element_label_type: ''
+          element_label_class: ''
+          element_label_colon: true
+          element_wrapper_type: ''
+          element_wrapper_class: ''
+          element_default_classes: true
+          empty: ''
+          hide_empty: false
+          empty_zero: false
+          hide_alter_empty: true
+          click_sort_column: value
+          type: string
+          settings:
+            link_to_entity: true
+          group_column: value
+          group_columns: {  }
+          group_rows: true
+          delta_limit: 0
+          delta_offset: 0
+          delta_reversed: false
+          delta_first_last: false
+          multi_type: separator
+          separator: ', '
+          field_api_classes: false
+      pager:
+        type: mini
+        options:
+          offset: 0
+          items_per_page: 10
+          total_pages: null
+          id: 0
+          tags:
+            next: ››
+            previous: ‹‹
+          expose:
+            items_per_page: false
+            items_per_page_label: 'Items per page'
+            items_per_page_options: '5, 10, 25, 50'
+            items_per_page_options_all: false
+            items_per_page_options_all_label: '- All -'
+            offset: false
+            offset_label: Offset
+      exposed_form:
+        type: basic
+        options:
+          submit_button: Apply
+          reset_button: false
+          reset_button_label: Reset
+          exposed_sorts_label: 'Sort by'
+          expose_sort_order: true
+          sort_asc_label: Asc
+          sort_desc_label: Desc
+      access:
+        type: role
+        options:
+          role:
+            authenticated: authenticated
+      cache:
+        type: tag
+        options: {  }
+      empty: {  }
+      sorts: {  }
+      arguments:
+        type:
+          id: type
+          table: oc_actor_field_data
+          field: type
+          relationship: none
+          group_type: group
+          admin_label: ''
+          entity_type: oc_actor
+          entity_field: type
+          plugin_id: string
+          default_action: default
+          exception:
+            value: all
+            title_enable: false
+            title: All
+          title_enable: true
+          title: '{{ arguments.type }} '
+          default_argument_type: raw
+          default_argument_options:
+            index: 1
+            use_alias: false
+          default_argument_skip_url: false
+          summary_options:
+            base_path: ''
+            count: true
+            override: false
+            items_per_page: 25
+          summary:
+            sort_order: asc
+            number_of_records: 0
+            format: default_summary
+          specify_validation: false
+          validate:
+            type: none
+            fail: 'not found'
+          validate_options: {  }
+          glossary: false
+          limit: 0
+          case: none
+          path_case: none
+          transform_dash: false
+          break_phrase: false
+      filters: {  }
+      style:
+        type: table
+        options:
+          grouping: {  }
+          row_class: ''
+          default_row_class: true
+          columns:
+            name: name
+          default: '-1'
+          info:
+            name:
+              sortable: false
+              default_sort_order: asc
+              align: ''
+              separator: ''
+              empty_column: false
+              responsive: ''
+          override: true
+          sticky: false
+          summary: ''
+          empty_table: false
+          caption: ''
+          description: ''
+      row:
+        type: fields
+        options:
+          default_field_elements: true
+          inline: {  }
+          separator: ''
+          hide_empty: false
+      query:
+        type: views_query
+        options:
+          query_comment: ''
+          disable_sql_rewrite: false
+          distinct: false
+          replica: false
+          query_tags: {  }
+      relationships: {  }
+      header: {  }
+      footer: {  }
+      display_extenders: {  }
+    cache_metadata:
+      max-age: -1
+      contexts:
+        - 'languages:language_content'
+        - 'languages:language_interface'
+        - url
+        - url.query_args
+        - user.roles
+      tags: {  }
+  page_1:
+    id: page_1
+    display_title: Actors
+    display_plugin: page
+    position: 1
+    display_options:
+      display_description: ''
+      display_extenders: {  }
+      path: opencase/actors/%type
+    cache_metadata:
+      max-age: -1
+      contexts:
+        - 'languages:language_content'
+        - 'languages:language_interface'
+        - url
+        - url.query_args
+        - user.roles
+      tags: {  }

config/views.view.all_clients.yml

@@ -648,38 +648,39 @@ display:
             field_client_substatus: field_client_substatus
             field_tags: field_tags
             status: status
+            field_accreditation_date: field_accreditation_date
           default: '-1'
           info:
             name:
-              sortable: false
+              sortable: true
               default_sort_order: asc
               align: ''
               separator: ''
               empty_column: false
               responsive: ''
             field_client_type:
-              sortable: false
+              sortable: true
               default_sort_order: asc
               align: ''
               separator: ''
               empty_column: false
               responsive: ''
             field_client_subtype:
-              sortable: false
+              sortable: true
               default_sort_order: asc
               align: ''
               separator: ''
               empty_column: false
               responsive: ''
             field_client_status:
-              sortable: false
+              sortable: true
               default_sort_order: asc
               align: ''
               separator: ''
               empty_column: false
               responsive: ''
             field_client_substatus:
-              sortable: false
+              sortable: true
               default_sort_order: asc
               align: ''
               separator: ''
@@ -691,7 +692,14 @@ display:
               empty_column: false
               responsive: ''
             status:
-              sortable: false
+              sortable: true
+              default_sort_order: asc
+              align: ''
+              separator: ''
+              empty_column: false
+              responsive: ''
+            field_accreditation_date:
+              sortable: true
               default_sort_order: asc
               align: ''
               separator: ''
@@ -869,6 +877,7 @@ display:
       contexts:
         - 'languages:language_content'
         - 'languages:language_interface'
+        - url.query_args
         - user
         - user.roles
       tags:

config/views.view.all_umbrella_clients.yml

@@ -370,14 +370,14 @@ display:
           default: '-1'
           info:
             name:
-              sortable: false
+              sortable: true
               default_sort_order: asc
               align: ''
               separator: ''
               empty_column: false
               responsive: ''
             field_type_of_umbrella_client:
-              sortable: false
+              sortable: true
               default_sort_order: asc
               align: ''
               separator: ''
@@ -389,7 +389,7 @@ display:
               empty_column: false
               responsive: ''
             status:
-              sortable: false
+              sortable: true
               default_sort_order: asc
               align: ''
               separator: ''

config/views.view.case_fees_report.yml

@@ -6,10 +6,13 @@ dependencies:
     - field.storage.oc_case.field_contract_signed_date
     - field.storage.oc_organisation.field_client_subtype
     - field.storage.oc_organisation.field_client_type
+    - field.storage.oc_organisation.field_tags
     - field.storage.oc_organisation.field_type_of_umbrella_client
     - field.storage.oc_organisation.field_umbrella_client
     - system.menu.opencase
+    - taxonomy.vocabulary.client_subtypes
     - taxonomy.vocabulary.client_types
+    - taxonomy.vocabulary.tags
     - user.role.gno_admin_user
   module:
     - datetime
@@ -351,6 +354,69 @@ display:
           multi_type: separator
           separator: ', '
           field_api_classes: false
+        field_tags:
+          id: field_tags
+          table: oc_organisation__field_tags
+          field: field_tags
+          relationship: client
+          group_type: group
+          admin_label: ''
+          plugin_id: field
+          label: 'Client Tags'
+          exclude: false
+          alter:
+            alter_text: false
+            text: ''
+            make_link: false
+            path: ''
+            absolute: false
+            external: false
+            replace_spaces: false
+            path_case: none
+            trim_whitespace: false
+            alt: ''
+            rel: ''
+            link_class: ''
+            prefix: ''
+            suffix: ''
+            target: ''
+            nl2br: false
+            max_length: 0
+            word_boundary: true
+            ellipsis: true
+            more_link: false
+            more_link_text: ''
+            more_link_path: ''
+            strip_tags: false
+            trim: false
+            preserve_tags: ''
+            html: false
+          element_type: ''
+          element_class: ''
+          element_label_type: ''
+          element_label_class: ''
+          element_label_colon: true
+          element_wrapper_type: ''
+          element_wrapper_class: ''
+          element_default_classes: true
+          empty: ''
+          hide_empty: false
+          empty_zero: false
+          hide_alter_empty: true
+          click_sort_column: target_id
+          type: entity_reference_label
+          settings:
+            link: true
+          group_column: target_id
+          group_columns: {  }
+          group_rows: true
+          delta_limit: 0
+          delta_offset: 0
+          delta_reversed: false
+          delta_first_last: false
+          multi_type: separator
+          separator: ', '
+          field_api_classes: false
         oc_case:
           id: oc_case
           table: oc_case_fee_field_data
@@ -716,6 +782,106 @@ display:
           hierarchy: false
           limit: true
           error_message: true
+        field_client_subtype_target_id:
+          id: field_client_subtype_target_id
+          table: oc_organisation__field_client_subtype
+          field: field_client_subtype_target_id
+          relationship: client
+          group_type: group
+          admin_label: ''
+          plugin_id: taxonomy_index_tid
+          operator: or
+          value: {  }
+          group: 1
+          exposed: true
+          expose:
+            operator_id: field_client_subtype_target_id_op
+            label: 'Client subtype'
+            description: ''
+            use_operator: false
+            operator: field_client_subtype_target_id_op
+            operator_limit_selection: false
+            operator_list: {  }
+            identifier: field_client_subtype_target_id
+            required: false
+            remember: false
+            multiple: false
+            remember_roles:
+              authenticated: authenticated
+              anonymous: '0'
+              administrator: '0'
+              gno_admin_user: '0'
+              follow_up_alerts: '0'
+              newly_accredited_alerts: '0'
+            reduce: false
+          is_grouped: false
+          group_info:
+            label: ''
+            description: ''
+            identifier: ''
+            optional: true
+            widget: select
+            multiple: false
+            remember: false
+            default_group: All
+            default_group_multiple: {  }
+            group_items: {  }
+          reduce_duplicates: false
+          vid: client_subtypes
+          type: select
+          hierarchy: false
+          limit: true
+          error_message: true
+        field_tags_target_id:
+          id: field_tags_target_id
+          table: oc_organisation__field_tags
+          field: field_tags_target_id
+          relationship: client
+          group_type: group
+          admin_label: ''
+          plugin_id: taxonomy_index_tid
+          operator: or
+          value: {  }
+          group: 1
+          exposed: true
+          expose:
+            operator_id: field_tags_target_id_op
+            label: 'Client Tags'
+            description: ''
+            use_operator: false
+            operator: field_tags_target_id_op
+            operator_limit_selection: false
+            operator_list: {  }
+            identifier: field_tags_target_id
+            required: false
+            remember: false
+            multiple: false
+            remember_roles:
+              authenticated: authenticated
+              anonymous: '0'
+              administrator: '0'
+              gno_admin_user: '0'
+              follow_up_alerts: '0'
+              newly_accredited_alerts: '0'
+            reduce: false
+          is_grouped: false
+          group_info:
+            label: ''
+            description: ''
+            identifier: ''
+            optional: true
+            widget: select
+            multiple: false
+            remember: false
+            default_group: All
+            default_group_multiple: {  }
+            group_items: {  }
+          reduce_duplicates: false
+          vid: tags
+          type: select
+          hierarchy: false
+          limit: true
+          error_message: true
         field_type_of_umbrella_client_value:
           id: field_type_of_umbrella_client_value
           table: oc_organisation__field_type_of_umbrella_client
@@ -898,6 +1064,7 @@ display:
         - 'config:field.storage.oc_case.field_contract_signed_date'
         - 'config:field.storage.oc_organisation.field_client_subtype'
         - 'config:field.storage.oc_organisation.field_client_type'
+        - 'config:field.storage.oc_organisation.field_tags'
         - 'config:field.storage.oc_organisation.field_type_of_umbrella_client'
         - 'config:field.storage.oc_organisation.field_umbrella_client'
   attachment_1:
@@ -1119,5 +1286,6 @@ display:
         - 'config:field.storage.oc_case.field_contract_signed_date'
         - 'config:field.storage.oc_organisation.field_client_subtype'
         - 'config:field.storage.oc_organisation.field_client_type'
+        - 'config:field.storage.oc_organisation.field_tags'
         - 'config:field.storage.oc_organisation.field_type_of_umbrella_client'
         - 'config:field.storage.oc_organisation.field_umbrella_client'

config/views.view.client_report.yml

@@ -14,6 +14,8 @@ dependencies:
     - opencase_entities.oc_organisation_type.client
     - system.menu.opencase
     - taxonomy.vocabulary.client_status
+    - taxonomy.vocabulary.client_subtypes
+    - taxonomy.vocabulary.client_types
     - taxonomy.vocabulary.tags
     - user.role.administrator
     - user.role.gno_admin_user
@@ -1040,6 +1042,106 @@ display:
             default_group: All
             default_group_multiple: {  }
             group_items: {  }
+        field_client_subtype_target_id:
+          id: field_client_subtype_target_id
+          table: oc_organisation__field_client_subtype
+          field: field_client_subtype_target_id
+          relationship: none
+          group_type: group
+          admin_label: ''
+          plugin_id: taxonomy_index_tid
+          operator: or
+          value: {  }
+          group: 1
+          exposed: true
+          expose:
+            operator_id: field_client_subtype_target_id_op
+            label: 'Client subtype'
+            description: ''
+            use_operator: false
+            operator: field_client_subtype_target_id_op
+            operator_limit_selection: false
+            operator_list: {  }
+            identifier: field_client_subtype_target_id
+            required: false
+            remember: false
+            multiple: false
+            remember_roles:
+              authenticated: authenticated
+              anonymous: '0'
+              administrator: '0'
+              gno_admin_user: '0'
+              follow_up_alerts: '0'
+              newly_accredited_alerts: '0'
+            reduce: false
+          is_grouped: false
+          group_info:
+            label: ''
+            description: ''
+            identifier: ''
+            optional: true
+            widget: select
+            multiple: false
+            remember: false
+            default_group: All
+            default_group_multiple: {  }
+            group_items: {  }
+          reduce_duplicates: false
+          vid: client_subtypes
+          type: select
+          hierarchy: false
+          limit: true
+          error_message: true
+        field_client_type_target_id:
+          id: field_client_type_target_id
+          table: oc_organisation__field_client_type
+          field: field_client_type_target_id
+          relationship: none
+          group_type: group
+          admin_label: ''
+          plugin_id: taxonomy_index_tid
+          operator: or
+          value: {  }
+          group: 1
+          exposed: true
+          expose:
+            operator_id: field_client_type_target_id_op
+            label: 'Client type (field_client_type)'
+            description: ''
+            use_operator: false
+            operator: field_client_type_target_id_op
+            operator_limit_selection: false
+            operator_list: {  }
+            identifier: field_client_type_target_id
+            required: false
+            remember: false
+            multiple: false
+            remember_roles:
+              authenticated: authenticated
+              anonymous: '0'
+              administrator: '0'
+              gno_admin_user: '0'
+              follow_up_alerts: '0'
+              newly_accredited_alerts: '0'
+            reduce: false
+          is_grouped: false
+          group_info:
+            label: ''
+            description: ''
+            identifier: ''
+            optional: true
+            widget: select
+            multiple: false
+            remember: false
+            default_group: All
+            default_group_multiple: {  }
+            group_items: {  }
+          reduce_duplicates: false
+          vid: client_types
+          type: select
+          hierarchy: false
+          limit: true
+          error_message: true
       filter_groups:
         operator: AND
         groups:

config/views.view.organisations.yml

@@ -0,0 +1,227 @@
+uuid: a0a32301-1ab4-46e5-8fc0-e0060e36d3e8
+langcode: en
+status: true
+dependencies:
+  config:
+    - user.role.authenticated
+  module:
+    - opencase_entities
+    - user
+id: organisations
+label: organisations
+module: views
+description: ''
+tag: ''
+base_table: oc_organisation_field_data
+base_field: id
+display:
+  default:
+    id: default
+    display_title: Default
+    display_plugin: default
+    position: 0
+    display_options:
+      title: organisations
+      fields:
+        name:
+          id: name
+          table: oc_organisation_field_data
+          field: name
+          relationship: none
+          group_type: group
+          admin_label: ''
+          entity_type: null
+          entity_field: name
+          plugin_id: field
+          label: Name
+          exclude: false
+          alter:
+            alter_text: false
+            text: ''
+            make_link: false
+            path: ''
+            absolute: false
+            external: false
+            replace_spaces: false
+            path_case: none
+            trim_whitespace: false
+            alt: ''
+            rel: ''
+            link_class: ''
+            prefix: ''
+            suffix: ''
+            target: ''
+            nl2br: false
+            max_length: 0
+            word_boundary: true
+            ellipsis: true
+            more_link: false
+            more_link_text: ''
+            more_link_path: ''
+            strip_tags: false
+            trim: false
+            preserve_tags: ''
+            html: false
+          element_type: ''
+          element_class: ''
+          element_label_type: ''
+          element_label_class: ''
+          element_label_colon: true
+          element_wrapper_type: ''
+          element_wrapper_class: ''
+          element_default_classes: true
+          empty: ''
+          hide_empty: false
+          empty_zero: false
+          hide_alter_empty: true
+          click_sort_column: value
+          type: string
+          settings:
+            link_to_entity: true
+          group_column: value
+          group_columns: {  }
+          group_rows: true
+          delta_limit: 0
+          delta_offset: 0
+          delta_reversed: false
+          delta_first_last: false
+          multi_type: separator
+          separator: ', '
+          field_api_classes: false
+      pager:
+        type: mini
+        options:
+          offset: 0
+          items_per_page: 10
+          total_pages: null
+          id: 0
+          tags:
+            next: ››
+            previous: ‹‹
+          expose:
+            items_per_page: false
+            items_per_page_label: 'Items per page'
+            items_per_page_options: '5, 10, 25, 50'
+            items_per_page_options_all: false
+            items_per_page_options_all_label: '- All -'
+            offset: false
+            offset_label: Offset
+      exposed_form:
+        type: basic
+        options:
+          submit_button: Apply
+          reset_button: false
+          reset_button_label: Reset
+          exposed_sorts_label: 'Sort by'
+          expose_sort_order: true
+          sort_asc_label: Asc
+          sort_desc_label: Desc
+      access:
+        type: role
+        options:
+          role:
+            authenticated: authenticated
+      cache:
+        type: tag
+        options: {  }
+      empty: {  }
+      sorts: {  }
+      arguments:
+        type:
+          id: type
+          table: oc_organisation_field_data
+          field: type
+          relationship: none
+          group_type: group
+          admin_label: ''
+          entity_type: oc_organisation
+          entity_field: type
+          plugin_id: string
+          default_action: default
+          exception:
+            value: all
+            title_enable: false
+            title: All
+          title_enable: true
+          title: '{{ arguments.type }}'
+          default_argument_type: raw
+          default_argument_options:
+            index: 1
+            use_alias: false
+          default_argument_skip_url: false
+          summary_options:
+            base_path: ''
+            count: true
+            override: false
+            items_per_page: 25
+          summary:
+            sort_order: asc
+            number_of_records: 0
+            format: default_summary
+          specify_validation: false
+          validate:
+            type: none
+            fail: 'not found'
+          validate_options: {  }
+          glossary: false
+          limit: 0
+          case: none
+          path_case: none
+          transform_dash: false
+          break_phrase: false
+      filters:
+        status:
+          id: status
+          table: oc_organisation_field_data
+          field: status
+          entity_type: oc_organisation
+          entity_field: status
+          plugin_id: boolean
+          value: '1'
+          group: 1
+          expose:
+            operator: ''
+            operator_limit_selection: false
+            operator_list: {  }
+      style:
+        type: table
+      row:
+        type: fields
+      query:
+        type: views_query
+        options:
+          query_comment: ''
+          disable_sql_rewrite: false
+          distinct: false
+          replica: false
+          query_tags: {  }
+      relationships: {  }
+      header: {  }
+      footer: {  }
+      display_extenders: {  }
+    cache_metadata:
+      max-age: -1
+      contexts:
+        - 'languages:language_content'
+        - 'languages:language_interface'
+        - url
+        - url.query_args
+        - user.roles
+      tags: {  }
+  page_1:
+    id: page_1
+    display_title: Page
+    display_plugin: page
+    position: 1
+    display_options:
+      display_extenders: {  }
+      path: organisations/%type
+    cache_metadata:
+      max-age: -1
+      contexts:
+        - 'languages:language_content'
+        - 'languages:language_interface'
+        - url
+        - url.query_args
+        - user.roles
+      tags: {  }