Exported current demo config

config/optional/block.block.views_block__activities_block_1.yml

@@ -1,30 +0,0 @@
-uuid: 14120f1a-9009-4ed1-858a-875d748f93fe
-langcode: en
-status: true
-dependencies:
-  config:
-    - views.view.activities
-  module:
-    - route_condition
-    - views
-  theme:
-    - bartik
-id: views_block__activities_block_1
-theme: bartik
-region: content
-weight: 0
-provider: null
-plugin: 'views_block:activities-block_1'
-settings:
-  id: 'views_block:activities-block_1'
-  label: ''
-  label_display: visible
-  provider: views
-  context_mapping: {  }
-  views_label: ''
-  items_per_page: none
-visibility:
-  route:
-    id: route
-    negate: false
-    routes: entity.oc_actor.canonical

config/optional/core.entity_form_display.oc_actor.client.default.yml

@@ -18,10 +18,12 @@ dependencies:
     - field.field.oc_actor.client.field_nationalities
     - field.field.oc_actor.client.field_referred_by
     - field.field.oc_actor.client.field_sex
+    - field.field.oc_actor.client.field_status
     - opencase_entities.oc_actor_type.client
   module:
     - datetime
     - file
+    - hide_revision_field
 _core:
   default_config_hash: 90BCsdjSFMMiSp2Da3WhMM2sOUliF433LfErYxVCrgk
 id: oc_actor.client.default
@@ -140,6 +142,16 @@ content:
       size: 60
       placeholder: ''
     third_party_settings: {  }
+  field_status:
+    type: entity_reference_autocomplete
+    weight: 81
+    region: content
+    settings:
+      match_operator: CONTAINS
+      match_limit: 10
+      size: 60
+      placeholder: ''
+    third_party_settings: {  }
   first_name:
     type: string_textfield
     weight: 0

config/optional/core.entity_view_display.oc_actor.client.default.yml

@@ -18,6 +18,7 @@ dependencies:
     - field.field.oc_actor.client.field_nationalities
     - field.field.oc_actor.client.field_referred_by
     - field.field.oc_actor.client.field_sex
+    - field.field.oc_actor.client.field_status
     - opencase_entities.oc_actor_type.client
   module:
     - datetime
@@ -154,6 +155,14 @@ content:
     third_party_settings: {  }
     weight: 16
     region: content
+  field_status:
+    type: entity_reference_label
+    label: above
+    settings:
+      link: true
+    third_party_settings: {  }
+    weight: 20
+    region: content
   name:
     type: string
     label: above
@@ -200,4 +209,5 @@ hidden:
   middle_names: true
   search_api_excerpt: true
   status: true
+  total_cases: true
   user_id: true

config/optional/entity_extra_field.extra_field.oc_actor.client.activities.yml

@@ -0,0 +1,44 @@
+uuid: 2df09597-78e1-4410-82a4-a49dd00349c2
+langcode: en
+status: true
+dependencies:
+  config:
+    - user.role.authenticated
+  module:
+    - datetime
+    - opencase_entities
+    - user
+id: oc_actor.client.activities
+label: Activities
+display_label: true
+name: activities
+description: ''
+base_entity_type_id: oc_actor
+base_bundle_type_id: client
+field_type_id: views
+field_type_config:
+  view_name: activities
+  display: block_1
+  arguments: ''
+field_type_condition:
+  'entity_bundle:oc_actor':
+    id: 'entity_bundle:oc_actor'
+    negate: false
+    context_mapping:
+      oc_actor: entity_extra_field.target_entity
+    bundles: {  }
+  route:
+    id: route
+    negate: false
+    routes: ''
+  request_path:
+    id: request_path
+    negate: false
+    pages: ''
+  current_theme:
+    id: current_theme
+    theme: ''
+    negate: 0
+field_conditions_all_pass: false
+display:
+  type: view

config/optional/entity_extra_field.extra_field.oc_actor.client.cases.yml

@@ -0,0 +1,44 @@
+uuid: c5f2c484-212c-4b18-ad10-60cbca03029f
+langcode: en
+status: true
+dependencies:
+  config:
+    - system.menu.opencase
+    - user.role.authenticated
+  module:
+    - opencase_cases
+    - user
+id: oc_actor.client.cases
+label: Cases
+display_label: true
+name: cases
+description: ''
+base_entity_type_id: oc_actor
+base_bundle_type_id: client
+field_type_id: views
+field_type_config:
+  view_name: cases
+  display: block_1
+  arguments: ''
+field_type_condition:
+  'entity_bundle:oc_actor':
+    id: 'entity_bundle:oc_actor'
+    negate: false
+    context_mapping:
+      oc_actor: entity_extra_field.target_entity
+    bundles: {  }
+  route:
+    id: route
+    negate: false
+    routes: ''
+  request_path:
+    id: request_path
+    negate: false
+    pages: ''
+  current_theme:
+    id: current_theme
+    theme: ''
+    negate: 0
+field_conditions_all_pass: false
+display:
+  type: view

config/optional/field.field.oc_actor.client.field_status.yml

@@ -0,0 +1,21 @@
+uuid: 00fcbe97-883d-496c-b22e-fa9bce157a1d
+langcode: en
+status: true
+dependencies:
+  config:
+    - field.storage.oc_actor.field_status
+    - opencase_entities.oc_actor_type.client
+id: oc_actor.client.field_status
+field_name: field_status
+entity_type: oc_actor
+bundle: client
+label: Status
+description: ''
+required: false
+translatable: false
+default_value: {  }
+default_value_callback: ''
+settings:
+  handler: 'default:taxonomy_term'
+  handler_settings: {  }
+field_type: entity_reference

config/optional/field.storage.oc_actor.field_status.yml

@@ -0,0 +1,20 @@
+uuid: cde29136-624d-46a0-8199-820f26cd23fd
+langcode: en
+status: true
+dependencies:
+  module:
+    - opencase_entities
+    - taxonomy
+id: oc_actor.field_status
+field_name: field_status
+entity_type: oc_actor
+type: entity_reference
+settings:
+  target_type: taxonomy_term
+module: core
+locked: false
+cardinality: 1
+translatable: true
+indexes: {  }
+persist_with_no_fields: false
+custom_storage: false

config/optional/taxonomy.vocabulary.client_statuses.yml

@@ -0,0 +1,8 @@
+uuid: ba139c72-00f4-44d1-be2d-f8ada5aef0c1
+langcode: en
+status: true
+dependencies: {  }
+name: 'Client statuses'
+vid: client_statuses
+description: ''
+weight: 0

config/optional/user.role.authenticated.yml

@@ -43,6 +43,7 @@ permissions:
   - 'edit volunteer entities'
   - 'post comments'
   - 'revert all activity revisions'
+  - 'revert all case revisions'
   - 'revert all client revisions'
   - 'revert all organisation revisions'
   - 'revert all staff_member revisions'
@@ -52,6 +53,7 @@ permissions:
   - 'use opencase'
   - 'use text format basic_html'
   - 'view all activity revisions'
+  - 'view all case revisions'
   - 'view all client revisions'
   - 'view all organisation revisions'
   - 'view all staff_member revisions'

config/optional/views.view.cases_by_provider.yml

@@ -1,257 +0,0 @@
-uuid: 24db3b38-2204-47be-8347-20c277b05d2a
-langcode: en
-status: true
-dependencies:
-  config:
-    - user.role.authenticated
-  module:
-    - opencase_cases
-    - opencase_entities
-    - user
-id: cases_by_provider
-label: 'Cases by provider'
-module: views
-description: ''
-tag: ''
-base_table: oc_case_provision_field_data
-base_field: id
-display:
-  default:
-    id: default
-    display_title: Default
-    display_plugin: default
-    position: 0
-    display_options:
-      title: 'Cases by provider'
-      fields:
-        name_1:
-          id: name_1
-          table: oc_case_field_data
-          field: name
-          relationship: oc_case
-          group_type: group
-          admin_label: ''
-          entity_type: oc_case
-          entity_field: name
-          plugin_id: field
-          label: Title
-          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:
-        uid:
-          id: uid
-          table: users_field_data
-          field: uid
-          relationship: reverse__user__field_linked_opencase_actor
-          group_type: group
-          admin_label: ''
-          entity_type: user
-          entity_field: uid
-          plugin_id: user_uid
-          default_action: default
-          exception:
-            value: all
-            title_enable: false
-            title: All
-          title_enable: false
-          title: ''
-          default_argument_type: current_user
-          default_argument_options: {  }
-          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: {  }
-          break_phrase: false
-          not: false
-      filters:
-        status:
-          id: status
-          table: oc_case_provision_field_data
-          field: status
-          entity_type: oc_case_provision
-          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:
-        oc_case:
-          id: oc_case
-          table: oc_case_provision_field_data
-          field: oc_case
-          relationship: none
-          group_type: group
-          admin_label: Case
-          entity_type: oc_case_provision
-          entity_field: oc_case
-          plugin_id: standard
-          required: true
-        oc_provider:
-          id: oc_provider
-          table: oc_case_provision_field_data
-          field: oc_provider
-          relationship: none
-          group_type: group
-          admin_label: Person
-          entity_type: oc_case_provision
-          entity_field: oc_provider
-          plugin_id: standard
-          required: true
-        reverse__user__field_linked_opencase_actor:
-          id: reverse__user__field_linked_opencase_actor
-          table: oc_actor_field_data
-          field: reverse__user__field_linked_opencase_actor
-          relationship: oc_provider
-          group_type: group
-          admin_label: User
-          entity_type: oc_actor
-          plugin_id: entity_reverse
-          required: true
-      header: {  }
-      footer: {  }
-      display_extenders: {  }
-    cache_metadata:
-      max-age: -1
-      contexts:
-        - 'languages:language_content'
-        - 'languages:language_interface'
-        - url
-        - url.query_args
-        - user
-        - user.roles
-      tags: {  }
-  page_1:
-    id: page_1
-    display_title: Page
-    display_plugin: page
-    position: 1
-    display_options:
-      display_extenders: {  }
-      path: cases-by-provider
-    cache_metadata:
-      max-age: -1
-      contexts:
-        - 'languages:language_content'
-        - 'languages:language_interface'
-        - url
-        - url.query_args
-        - user
-        - user.roles
-      tags: {  }
-

resources/Client Report-24 May 2022.csv

@@ -0,0 +1,37 @@
+Name,"Accreditation date","Client type","Client subtype","Client Status","Client substatus",Tags,"Umbrella client","Type of umbrella client",Address
+testqweqew,"03 Apr 2022","Nightlife Organisation",,Accredited,"Recently Accredited",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,test,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead","Community Project",,,
+test,,,,Lead,"New lead",,test,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,test,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+test,,,,Lead,"New lead",,,,
+testd,,,,Lead,"New lead",,,,
+Friday,"16 May 2022",,,Accredited,"Recently Accredited","Open Access Session",test,,

resources/Debrief Report-24 May 2022.csv

@@ -0,0 +1,23 @@
+"Date submitted",Training,"Submitted by",view_oc_activity
+"12 Sep 2021",,,view
+"11 Sep 2021",,,view
+"11 Sep 2021",,,view
+"11 Sep 2021",,,view
+"11 Sep 2021",,,view
+"11 Sep 2021",,,view
+"11 Sep 2021",,,view
+"11 Sep 2021",,,view
+"17 Sep 2021",,,view
+"17 Sep 2021",,,view
+"17 Sep 2021",,,view
+"17 Sep 2021",,,view
+"17 Sep 2021",,,view
+"17 Sep 2021",,,view
+"17 Sep 2021",,,view
+"17 Sep 2021",,,view
+"17 Sep 2021",,,view
+"23 Oct 2021",,,view
+"23 Oct 2021",,,view
+"12 Nov 2021",,,view
+"12 Nov 2021",,,view
+"16 Nov 2021",,,view