Changed minimum count to 0 on all facets

which means the checkboxes don't disappear when there are none of that kind in the search results.
Also changed how name is displayed in reporting view

README.md

@@ -1,33 +1,36 @@
 # OpenCase
-A simple, case-management-focused CRM for small altruistic organisations.
+A simple case-management system for small altruistic organisations.
-
-## Current Status
-**24 July 2018** A demo site, with basic functionality is available at demo.opencase.org.uk. If you are interested, raise an issue and I will get the login to you somehow. 
 
 ## The Plan
 OpenCase will be available as:
 * A Drupal module, on drupal.org 
-* A Drupal install profile / distribution
 * A hosted service
 
+### Features
+#### Existing
+* Completely configurable person types, case types and activity types
+* Search
+* Basic Reporting 
+* Basic user roles (caseworker, volunteer co-ordinator, site admin etc) with access control
+
+#### Coming soon
+* Better reporting (currently only reports on defaults fields and not user-added ones)
+* Allocation of tasks, overview of tasks and their stage of completion
+* Appointments and notifications
+
+## Current Status
+**11 Nov 2018** 
+### User Base
+OpenCase is being used by a couple of organisations, early adopters on the hosted platform.
+### Availability as Free Software
+If you want to install OpenCase for yourself, please get in touch via Issues. It is changing rapidly and the install process is currently undocumented but I am more than happy to guide you through.
+### Try it out
+A demo site, with basic functionality is available at demo.opencase.org.uk. If you are interested, raise an issue and I will get the login to you somehow. 
+
 ## Find out more
 * More details, including user stories for future development, can be found in the [OpenCase Gitbook](https://hoegrammer.gitbooks.io/zen-crm/content/)
 * Raise an issue to contact the developer. 
 
-## Differences between current version (v0.2.6, July 2018) and previous version ##
-
-**Access control**: Previously everyone could see all cases. Now, users can see cases that they are involved in. By creating case you automatically become involve in it (although you can later be removed or remove yourself). Caseworkers can see all clients and volunteer co-ordinators can see all volunteers. Site admins and overseers can see everything.
-
-**Editing types**: As a site admin you can now add, remove and configure types of actor, types of case and types of activity and you can configure fields on these and add your own fields.s
-
-**Relations between types**: For each type of case, you can specify what types of actors (people) can be involved in it, e.g. for a volunteer recruitment case it would be volunteers and/or staff; for a legal advice case maybe clients, volunteers and solicitors. You can also specify what activities belong on what kinds of cases.
-
-## Not done yet ##
-
-* Reporting
-* Donations
-* Anything to do with emails/bounces
-* Any specific guidelines or features relating to the GDPR
 
 
 

config/install/block.block.opencase.yml

@@ -2,22 +2,68 @@ langcode: en
 status: true
 dependencies:
   config:
-    - system.menu.opencase-admin
+    - system.menu.opencase
   module:
-    - system
+    - superfish
   theme:
     - bartik
 id: opencase
 theme: bartik
-region: sidebar_first
+region: primary_menu
-weight: -8
+weight: 0
 provider: null
-plugin: 'system_menu_block:opencase-admin'
+plugin: 'superfish:opencase'
 settings:
-  id: 'system_menu_block:opencase-admin'
+  id: 'superfish:opencase'
-  label: 'OpenCase Admin'
+  label: OpenCase
-  provider: system
+  provider: superfish
-  label_display: visible
+  label_display: '0'
-  level: 1
+  level: '1'
-  depth: 0
+  depth: '0'
+  menu_type: horizontal
+  style: none
+  arrow: 0
+  shadow: 1
+  speed: fast
+  delay: '800'
+  slide: vertical
+  supposition: 1
+  hoverintent: 1
+  touch: '1'
+  touchbh: '1'
+  touchbp: '768'
+  touchua: '0'
+  touchual: ''
+  touchuam: '0'
+  small: '2'
+  smallbp: '768'
+  smallua: '0'
+  smallual: ''
+  smalluam: '0'
+  smallact: '1'
+  smallset: ''
+  smallasa: 0
+  smallcmc: 0
+  smallecm: ''
+  smallchc: 0
+  smallech: ''
+  smallicm: ''
+  smallich: ''
+  smallamt: ''
+  smallabt: '1'
+  supersubs: 1
+  minwidth: '12'
+  maxwidth: '27'
+  multicolumn: 0
+  multicolumn_depth: '1'
+  multicolumn_levels: '1'
+  pathlevels: '1'
+  expanded: 0
+  clone_parent: 0
+  hide_linkdescription: 0
+  add_linkdescription: 0
+  link_depth_class: 1
+  custom_list_class: ''
+  custom_item_class: ''
+  custom_link_class: ''
 visibility: {  }

config/install/block.block.opencaseaddactors.yml

@@ -1,31 +0,0 @@
-langcode: en
-status: true
-dependencies:
-  config:
-    - system.menu.opencase-add-actors
-  module:
-    - system
-    - user
-  theme:
-    - bartik
-id: opencaseaddactors
-theme: bartik
-region: sidebar_first
-weight: -8
-provider: null
-plugin: 'system_menu_block:opencase-add-actors'
-settings:
-  id: 'system_menu_block:opencase-add-actors'
-  label: 'Add Actors'
-  provider: system
-  label_display: visible
-  level: 1
-  depth: 0
-visibility:
-  user_role:
-    id: user_role
-    roles:
-      authenticated: authenticated
-    negate: false
-    context_mapping:
-      user: '@user.current_user_context:current_user'

config/install/block.block.opencaseglobal.yml

@@ -1,31 +0,0 @@
-langcode: en
-status: true
-dependencies:
-  config:
-    - system.menu.openc
-  module:
-    - system
-    - user
-  theme:
-    - bartik
-id: opencaseglobal
-theme: bartik
-region: sidebar_first
-weight: -7
-provider: null
-plugin: 'system_menu_block:openc'
-settings:
-  id: 'system_menu_block:openc'
-  label: 'OpenCase Global'
-  provider: system
-  label_display: '0'
-  level: 1
-  depth: 0
-visibility:
-  user_role:
-    id: user_role
-    roles:
-      authenticated: authenticated
-    negate: false
-    context_mapping:
-      user: '@user.current_user_context:current_user'

config/install/system.menu.openc.yml

@@ -1,7 +0,0 @@
-langcode: en
-status: true
-dependencies: {  }
-id: openc
-label: 'OpenCase Global'
-description: ''
-locked: false

config/install/system.menu.opencase-add-actors.yml

@@ -1,7 +0,0 @@
-langcode: en
-status: true
-dependencies: {  }
-id: opencase-add-actors
-label: 'OpenCase Add Actors'
-description: ''
-locked: false

config/install/system.menu.opencase-admin.yml

@@ -1,7 +0,0 @@
-langcode: en
-status: true
-dependencies: {  }
-id: opencase-admin
-label: 'OpenCase Admin'
-description: 'Administer OpenCase '
-locked: false

config/install/system.menu.opencase.yml

@@ -0,0 +1,7 @@
+langcode: en
+status: true
+dependencies: {  }
+id: opencase
+label: OpenCase
+description: 'Main navigation menu for OpenCase'
+locked: false

config/install/views.view.cases.yml

@@ -584,7 +584,7 @@ display:
           admin_label: ''
           empty: true
           tokenize: false
-          content: "<h1>No cases found</h1>\n<p>You do not have access to any existing cases.</p>\n<p>To <b>add a new case</b>, first search for the person you want to add a case to. If they are not on the system yet you can add them using the <b>Add actors</b> menu in the left sidebar.</p>\n"
+          content: "<h1>No cases found</h1>\n<p>You do not have access to any existing cases.</p>\n<p>To <b>add a new case</b>, first search for the person you want to add a case to. If they are not on the system yet you can add them using the <b>Add People.</b> menu.</p>\n"
           plugin_id: text_custom
     cache_metadata:
       max-age: -1

css/opencase.css

@@ -16,3 +16,16 @@ body {
 .js-form-item.form-item.js-form-type-checkbox.form-type-checkbox.js-form-item-new-revision.form-item-new-revision {
   display: none;
 }
+
+/* Style the search box in header bar. */
+#block-exposedformactor-searchpage-1 {
+  top: -20px;
+}
+
+#block-exposedformactor-searchpage-1 #edit-actions {
+  padding-top: 0;
+}
+
+#block-exposedformactor-searchpage-1 .form-text {
+  width: 200px;
+}

modules/opencase_defaults/config/optional/block.block.facet_nationality.yml

@@ -1,28 +0,0 @@
-langcode: en
-status: true
-dependencies:
-  config:
-    - facets.facet.nationality
-  module:
-    - facets
-    - system
-  theme:
-    - bartik
-id: facet_nationality
-theme: bartik
-region: sidebar_second
-weight: 0
-provider: null
-plugin: 'facet_block:nationality'
-settings:
-  id: 'facet_block:nationality'
-  label: 'Nationality'
-  provider: facets
-  label_display: visible
-  block_id: facet_nationality
-visibility:
-  request_path:
-    id: request_path
-    pages: '/opencase/reporting/clients'
-    negate: false
-    context_mapping: {  }

modules/opencase_defaults/config/optional/block.block.nationalities.yml

@@ -0,0 +1,22 @@
+langcode: en
+status: true
+dependencies:
+  config:
+    - facets.facet.nationalities
+  module:
+    - facets
+  theme:
+    - bartik
+id: nationalities
+theme: bartik
+region: sidebar_second
+weight: 0
+provider: null
+plugin: 'facet_block:nationalities'
+settings:
+  id: 'facet_block:nationalities'
+  label: Nationalities
+  provider: facets
+  label_display: visible
+  block_id: nationalities
+visibility: {  }

modules/opencase_defaults/config/optional/block.block.opencaseaddactors.yml

@@ -1,31 +0,0 @@
-langcode: en
-status: true
-dependencies:
-  config:
-    - system.menu.opencase-add-actors
-  module:
-    - system
-    - user
-  theme:
-    - bartik
-id: opencaseaddactors
-theme: bartik
-region: sidebar_first
-weight: -8
-provider: null
-plugin: 'system_menu_block:opencase-add-actors'
-settings:
-  id: 'system_menu_block:opencase-add-actors'
-  label: 'Add Records'
-  provider: system
-  label_display: visible
-  level: 1
-  depth: 0
-visibility:
-  user_role:
-    id: user_role
-    roles:
-      authenticated: authenticated
-    negate: false
-    context_mapping:
-      user: '@user.current_user_context:current_user'

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

@@ -9,11 +9,12 @@ dependencies:
     - field.field.oc_actor.client.field_disability
     - field.field.oc_actor.client.field_ethnic_o
     - field.field.oc_actor.client.field_gender_identified_with
+    - field.field.oc_actor.client.field_general_noes
     - field.field.oc_actor.client.field_how_heard
     - field.field.oc_actor.client.field_income
     - field.field.oc_actor.client.field_languages_spoken
     - field.field.oc_actor.client.field_marital_
-    - field.field.oc_actor.client.field_nationality
+    - field.field.oc_actor.client.field_nationalities
     - field.field.oc_actor.client.field_referred_by
     - opencase_entities.oc_actor_type.client
   module:
@@ -81,6 +82,14 @@ content:
     third_party_settings: {  }
     type: options_select
     region: content
+  field_general_noes:
+    weight: 27
+    settings:
+      rows: 5
+      placeholder: ''
+    third_party_settings: {  }
+    type: string_textarea
+    region: content
   field_how_heard:
     weight: 13
     settings: {  }
@@ -105,13 +114,11 @@ content:
     third_party_settings: {  }
     type: options_select
     region: content
-  field_nationality:
+  field_nationalities:
     weight: 8
-    settings:
+    settings: {  }
-      size: 60
-      placeholder: ''
     third_party_settings: {  }
-    type: string_textfield
+    type: options_select
     region: content
   field_referred_by:
     weight: 14

modules/opencase_defaults/config/optional/facets.facet.asylum_status.yml

@@ -10,7 +10,7 @@ id: asylum_status
 name: 'Asylum status'
 url_alias: asylum_status
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: field_asylum_status
 facet_source_id: 'search_api:views_page__reporting_clients__page_1'

modules/opencase_defaults/config/optional/facets.facet.asylum_status_export.yml

@@ -10,7 +10,7 @@ id: asylum_status_export
 name: 'Asylum status'
 url_alias: asylum_status
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: field_asylum_status
 facet_source_id: 'search_api:views_data_export__reporting_clients__data_export_1'

modules/opencase_defaults/config/optional/facets.facet.created.yml

@@ -10,7 +10,7 @@ id: created
 name: Created
 url_alias: created
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: created
 facet_source_id: 'search_api:views_page__reporting_clients__page_1'

modules/opencase_defaults/config/optional/facets.facet.created_export.yml

@@ -9,7 +9,7 @@ id: created_export
 name: 'Created - Export'
 url_alias: created
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: created
 facet_source_id: 'search_api:views_data_export__reporting_clients__data_export_1'

modules/opencase_defaults/config/optional/facets.facet.disability.yml

@@ -10,7 +10,7 @@ id: disability
 name: 'Disability'
 url_alias: disability
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: field_disability
 facet_source_id: 'search_api:views_page__reporting_clients__page_1'

modules/opencase_defaults/config/optional/facets.facet.disability_export.yml

@@ -10,7 +10,7 @@ id: disability_export
 name: 'Disability'
 url_alias: disability
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: field_disability
 facet_source_id: 'search_api:views_data_export__reporting_clients__data_export_1'

modules/opencase_defaults/config/optional/facets.facet.gender_identified_with.yml

@@ -10,7 +10,7 @@ id: gender_identified_with
 name: 'Gender Identity'
 url_alias: gender_identified_with
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: field_gender_identified_with
 facet_source_id: 'search_api:views_page__reporting_clients__page_1'

modules/opencase_defaults/config/optional/facets.facet.gender_identified_with_export.yml

@@ -10,7 +10,7 @@ id: gender_identified_with_export
 name: 'Gender Identity'
 url_alias: gender_identified_with
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: field_gender_identified_with
 facet_source_id: 'search_api:views_data_export__reporting_clients__data_export_1'

modules/opencase_defaults/config/optional/facets.facet.languages.yml

@@ -10,7 +10,7 @@ id: languages
 name: 'Languages'
 url_alias: languages
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: field_languages_spoken
 facet_source_id: 'search_api:views_page__reporting_clients__page_1'

modules/opencase_defaults/config/optional/facets.facet.languages_export.yml

@@ -10,7 +10,7 @@ id: languages_export
 name: 'Languages'
 url_alias: languages
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: field_languages_spoken
 facet_source_id: 'search_api:views_data_export__reporting_clients__data_export_1'

modules/opencase_defaults/config/optional/facets.facet.nationalities.yml

@@ -6,13 +6,13 @@ dependencies:
     - views.view.reporting_clients
   module:
     - search_api
-id: nationality
+id: nationalities
-name: 'Nationality'
+name: Nationalities
-url_alias: nationality
+url_alias: nationalities
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
-field_identifier: field_nationality
+field_identifier: field_nationalities
 facet_source_id: 'search_api:views_page__reporting_clients__page_1'
 widget:
   type: checkbox

modules/opencase_defaults/config/optional/facets.facet.nationalities_export.yml

@@ -3,19 +3,18 @@ status: true
 dependencies:
   config:
     - search_api.index.opencase_reporting_clients
-    - views.view.reporting_clients
   module:
-    - search_api
+    - views_data_export
-id: nationality_export
+id: nationalities_export
-name: 'Nationality'
+name: Nationalities-export
-url_alias: nationality
+url_alias: nationalities_export
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
-field_identifier: field_nationality
+field_identifier: field_nationalities
 facet_source_id: 'search_api:views_data_export__reporting_clients__data_export_1'
 widget:
-  type: checkbox
+  type: links
   config:
     show_numbers: false
     soft_limit: 0
@@ -30,6 +29,18 @@ hard_limit: 0
 exclude: false
 only_visible_when_facet_source_is_visible: true
 processor_configs:
+  active_widget_order:
+    processor_id: active_widget_order
+    weights:
+      sort: 20
+    settings:
+      sort: DESC
+  count_widget_order:
+    processor_id: count_widget_order
+    weights:
+      sort: 30
+    settings:
+      sort: DESC
   display_value_widget_order:
     processor_id: display_value_widget_order
     weights:

modules/opencase_defaults/config/optional/facets.facet.osic_level.yml

@@ -10,7 +10,7 @@ id: osic_level
 name: 'OSIC level'
 url_alias: osic_level
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: field_osic_level
 facet_source_id: 'search_api:views_page__reporting_volunteers__page_1'

modules/opencase_defaults/config/optional/facets.facet.osic_level_export.yml

@@ -10,7 +10,7 @@ id: osic_level_export
 name: 'OSIC level (Export)'
 url_alias: osic_level
 weight: 0
-min_count: 1
+min_count: 0
 show_only_one_result: false
 field_identifier: field_osic_level
 facet_source_id: 'search_api:views_data_export__reporting_volunteers__data_export_1'

modules/opencase_defaults/config/optional/field.field.oc_actor.client.field_nationalities.yml

@@ -0,0 +1,20 @@
+langcode: en
+status: true
+dependencies:
+  config:
+    - field.storage.oc_actor.field_nationalities
+    - opencase_entities.oc_actor_type.client
+  module:
+    - options
+id: oc_actor.client.field_nationalities
+field_name: field_nationalities
+entity_type: oc_actor
+bundle: client
+label: Nationality
+description: 'To select multiple nationalities, hold down <b>Ctrl</b> (or the Mac equivalent) while clicking.'
+required: false
+translatable: false
+default_value: {  }
+default_value_callback: ''
+settings: {  }
+field_type: list_string

modules/opencase_defaults/config/optional/field.field.oc_actor.client.field_nationality.yml

@@ -1,18 +0,0 @@
-langcode: en
-status: true
-dependencies:
-  config:
-    - field.storage.oc_actor.field_nationality
-    - opencase_entities.oc_actor_type.client
-id: oc_actor.client.field_nationality
-field_name: field_nationality
-entity_type: oc_actor
-bundle: client
-label: Nationality
-description: ''
-required: false
-translatable: false
-default_value: {  }
-default_value_callback: ''
-settings: {  }
-field_type: string

modules/opencase_defaults/config/optional/field.field.oc_actor.volunteer.field_nationalities.yml

@@ -0,0 +1,20 @@
+langcode: en
+status: true
+dependencies:
+  config:
+    - field.storage.oc_actor.field_nationalities
+    - opencase_entities.oc_actor_type.volunteer
+  module:
+    - options
+id: oc_actor.volunteer.field_nationalities
+field_name: field_nationalities
+entity_type: oc_actor
+bundle: volunteer
+label: Nationality
+description: 'To select multiple nationalities, hold down <b>Ctrl</b> (or the Mac equivalent) while clicking.'
+required: false
+translatable: true
+default_value: {  }
+default_value_callback: ''
+settings: {  }
+field_type: list_string

modules/opencase_defaults/config/optional/field.field.oc_actor.volunteer.field_nationality.yml

@@ -1,18 +0,0 @@
-langcode: en
-status: true
-dependencies:
-  config:
-    - field.storage.oc_actor.field_nationality
-    - opencase_entities.oc_actor_type.volunteer
-id: oc_actor.volunteer.field_nationality
-field_name: field_nationality
-entity_type: oc_actor
-bundle: volunteer
-label: Nationality
-description: ''
-required: false
-translatable: true
-default_value: {  }
-default_value_callback: ''
-settings: {  }
-field_type: string

modules/opencase_defaults/config/optional/field.storage.oc_actor.field_nationalities.yml

@@ -0,0 +1,29 @@
+langcode: en
+status: true
+dependencies:
+  module:
+    - opencase_entities
+    - options
+id: oc_actor.field_nationalities
+field_name: field_nationalities
+entity_type: oc_actor
+type: list_string
+settings:
+  allowed_values:
+    -
+      value: British
+      label: British
+    -
+      value: Stateless
+      label: Stateless
+    -
+      value: 'More need adding!'
+      label: 'More need adding!'
+  allowed_values_function: ''
+module: options
+locked: false
+cardinality: -1
+translatable: true
+indexes: {  }
+persist_with_no_fields: false
+custom_storage: false

modules/opencase_defaults/config/optional/field.storage.oc_actor.field_nationality.yml

@@ -1,20 +0,0 @@
-langcode: en
-status: true
-dependencies:
-  module:
-    - opencase_entities
-id: oc_actor.field_nationality
-field_name: field_nationality
-entity_type: oc_actor
-type: string
-settings:
-  max_length: 255
-  is_ascii: false
-  case_sensitive: false
-module: core
-locked: false
-cardinality: 1
-translatable: true
-indexes: {  }
-persist_with_no_fields: false
-custom_storage: false

modules/opencase_defaults/config/optional/search_api.index.opencase_reporting_clients.yml

@@ -6,7 +6,7 @@ dependencies:
     - field.storage.oc_actor.field_disability
     - field.storage.oc_actor.field_gender_identified_with
     - field.storage.oc_actor.field_languages_spoken
-    - field.storage.oc_actor.field_nationality
+    - field.storage.oc_actor.field_nationalities
     - search_api.server.opencase_reporting_server
   module:
     - opencase_entities
@@ -56,14 +56,38 @@ field_settings:
     dependencies:
       config:
         - field.storage.oc_actor.field_languages_spoken
-  field_nationality:
+  field_nationalities:
     label: Nationality
     datasource_id: 'entity:oc_actor'
-    property_path: field_nationality
+    property_path: field_nationalities
     type: string
     dependencies:
       config:
-        - field.storage.oc_actor.field_nationality
+        - field.storage.oc_actor.field_nationalities
+  first_name:
+    label: 'First Name'
+    datasource_id: 'entity:oc_actor'
+    property_path: first_name
+    type: string
+    dependencies:
+      module:
+        - opencase_entities
+  last_name:
+    label: 'Last Name'
+    datasource_id: 'entity:oc_actor'
+    property_path: last_name
+    type: string
+    dependencies:
+      module:
+        - opencase_entities
+  post_code:
+    label: 'Post Code'
+    datasource_id: 'entity:oc_actor'
+    property_path: post_code
+    type: string
+    dependencies:
+      module:
+        - opencase_entities
 datasource_settings:
   'entity:oc_actor':
     bundles:

modules/opencase_defaults/config/optional/system.menu.opencase-add-actors.yml

@@ -1,7 +0,0 @@
-langcode: en
-status: true
-dependencies: {  }
-id: opencase-add-actors
-label: 'OpenCase Add Actors'
-description: ''
-locked: false

modules/opencase_defaults/config/optional/views.view.reporting_clients.yml

@@ -6,10 +6,8 @@ dependencies:
     - field.storage.oc_actor.field_disability
     - field.storage.oc_actor.field_gender_identified_with
     - field.storage.oc_actor.field_languages_spoken
-    - field.storage.oc_actor.field_nationality
+    - field.storage.oc_actor.field_nationalities
     - search_api.index.opencase_reporting_clients
-  content:
-    - 'block_content:basic:944ff38d-5931-4439-91d5-f53b5ad7aac7'
   module:
     - options
     - rest
@@ -57,10 +55,13 @@ display:
       pager:
         type: mini
         options:
-          items_per_page: 10
+          items_per_page: 50
           offset: 0
           id: 0
           total_pages: null
+          tags:
+            previous: ‹‹
+            next: ››
           expose:
             items_per_page: false
             items_per_page_label: 'Items per page'
@@ -69,22 +70,19 @@ display:
             items_per_page_options_all_label: '- All -'
             offset: false
             offset_label: Offset
-          tags:
-            previous: ‹‹
-            next: ››
       style:
         type: table
       row:
         type: fields
       fields:
-        first_name:
+        name:
-          id: first_name
+          id: name
           table: search_api_datasource_opencase_reporting_clients_entity_oc_actor
-          field: first_name
+          field: name
           relationship: none
           group_type: group
           admin_label: ''
-          label: 'First Name'
+          label: Name
           exclude: false
           alter:
             alter_text: false
@@ -128,78 +126,7 @@ display:
           click_sort_column: value
           type: string
           settings:
-            link_to_entity: false
+            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
-          field_rendering: true
-          fallback_handler: search_api
-          fallback_options:
-            link_to_item: false
-            use_highlighting: false
-            multi_type: separator
-            multi_separator: ', '
-          entity_type: oc_actor
-          plugin_id: search_api_field
-        last_name:
-          id: last_name
-          table: search_api_datasource_opencase_reporting_clients_entity_oc_actor
-          field: last_name
-          relationship: none
-          group_type: group
-          admin_label: ''
-          label: 'Last 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: false
           group_column: value
           group_columns: {  }
           group_rows: true
@@ -429,14 +356,14 @@ display:
             multi_type: separator
             multi_separator: ', '
           plugin_id: search_api_field
-        field_languages_spoken:
+        field_nationalities:
-          id: field_languages_spoken
+          id: field_nationalities
-          table: search_api_index_opencase_reporting_clients
+          table: search_api_datasource_opencase_reporting_clients_entity_oc_actor
-          field: field_languages_spoken
+          field: field_nationalities
           relationship: none
           group_type: group
           admin_label: ''
-          label: Languages
+          label: Nationality
           exclude: false
           alter:
             alter_text: false
@@ -497,15 +424,16 @@ display:
             use_highlighting: false
             multi_type: separator
             multi_separator: ', '
+          entity_type: oc_actor
           plugin_id: search_api_field
-        field_nationality:
+        field_languages_spoken:
-          id: field_nationality
+          id: field_languages_spoken
           table: search_api_index_opencase_reporting_clients
-          field: field_nationality
+          field: field_languages_spoken
           relationship: none
           group_type: group
           admin_label: ''
-          label: Nationality
+          label: Languages
           exclude: false
           alter:
             alter_text: false
@@ -547,9 +475,8 @@ display:
           empty_zero: false
           hide_alter_empty: true
           click_sort_column: value
-          type: string
+          type: list_default
-          settings:
+          settings: {  }
-            link_to_entity: false
           group_column: value
           group_columns: {  }
           group_rows: true
@@ -674,7 +601,7 @@ display:
         - 'config:field.storage.oc_actor.field_disability'
         - 'config:field.storage.oc_actor.field_gender_identified_with'
         - 'config:field.storage.oc_actor.field_languages_spoken'
-        - 'config:field.storage.oc_actor.field_nationality'
+        - 'config:field.storage.oc_actor.field_nationalities'
   data_export_1:
     display_plugin: data_export
     id: data_export_1
@@ -684,6 +611,10 @@ display:
       display_extenders: {  }
       path: opencase/reporting/clients
       filename: '[view:title].csv'
+      cache:
+        type: none
+      defaults:
+        cache: false
     cache_metadata:
       max-age: -1
       contexts:
@@ -696,7 +627,7 @@ display:
         - 'config:field.storage.oc_actor.field_disability'
         - 'config:field.storage.oc_actor.field_gender_identified_with'
         - 'config:field.storage.oc_actor.field_languages_spoken'
-        - 'config:field.storage.oc_actor.field_nationality'
+        - 'config:field.storage.oc_actor.field_nationalities'
   page_1:
     display_plugin: page
     id: page_1
@@ -721,4 +652,4 @@ display:
         - 'config:field.storage.oc_actor.field_disability'
         - 'config:field.storage.oc_actor.field_gender_identified_with'
         - 'config:field.storage.oc_actor.field_languages_spoken'
-        - 'config:field.storage.oc_actor.field_nationality'
+        - 'config:field.storage.oc_actor.field_nationalities'

modules/opencase_defaults/config/optional/views.view.reporting_volunteers.yml

@@ -5,8 +5,6 @@ dependencies:
     - field.storage.oc_actor.field_languages_spoken
     - field.storage.oc_actor.field_osic_level
     - search_api.index.opencase_reporting_volunteers
-  content:
-    - 'block_content:basic:944ff38d-5931-4439-91d5-f53b5ad7aac7'
   module:
     - csv_serialization
     - options
@@ -75,85 +73,14 @@ display:
       row:
         type: fields
       fields:
-        first_name:
+        name:
-          id: first_name
+          id: name
           table: search_api_datasource_opencase_reporting_volunteers_entity_oc_actor
-          field: first_name
+          field: name
           relationship: none
           group_type: group
           admin_label: ''
-          label: 'First Name'
+          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: false
-          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: false
-          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
-          field_rendering: true
-          fallback_handler: search_api
-          fallback_options:
-            link_to_item: false
-            use_highlighting: false
-            multi_type: separator
-            multi_separator: ', '
-          entity_type: oc_actor
-          plugin_id: search_api_field
-        last_name:
-          id: last_name
-          table: search_api_datasource_opencase_reporting_volunteers_entity_oc_actor
-          field: last_name
-          relationship: none
-          group_type: group
-          admin_label: ''
-          label: 'Last Name'
           exclude: false
           alter:
             alter_text: false
@@ -197,7 +124,7 @@ display:
           click_sort_column: value
           type: string
           settings:
-            link_to_entity: false
+            link_to_entity: true
           group_column: value
           group_columns: {  }
           group_rows: true

modules/opencase_defaults/opencase_defaults.info.yml

@@ -1,10 +1,11 @@
 name: 'Opencase Example Configuration'
 type: module
-description: 'Actor types, case types, activity types and user roles suited to an asylum advice group'
+description: 'Person types, case types, activity types and user roles suited to an asylum advice group'
 core: 8.x
 package: 'OpenCase'
 dependencies:
   - contact
   - field
   - opencase_entities
+  - opencase_reporting
   - options

modules/opencase_defaults/opencase_defaults.links.menu.yml

@@ -1,12 +1,12 @@
-opencase_reporting.clients:
+opencase_defaults.report_on_clients:
   title: 'Clients'
   description: 'Report on clients'
-  menu_name: opencase_reporting
+  parent: opencase_defaults.reporting_menu
   url: internal:/opencase/reporting/clients
   weight: 0
-opencase_reporting.volunteers:
+opencase_defaults.report_on_volunteers:
   title: 'Volunteers'
   description: 'Report on volunteers'
-  menu_name: opencase_reporting
+  parent: opencase_defaults.reporting_menu
   url: internal:/opencase/reporting/volunteers
   weight: 1

modules/opencase_entities/opencase_entities.links.action.yml

@@ -1,11 +1,11 @@
 entity.oc_actor.add_form:
   route_name: entity.oc_actor.add_page
-  title: 'Add Actor'
+  title: 'Add Person'
   appears_on:
     - entity.oc_actor.collection
 entity.oc_actor_type.add_form:
   route_name: entity.oc_actor_type.add_form
-  title: 'Add Actor type'
+  title: 'Add Person type'
   appears_on:
     - entity.oc_actor_type.collection
 

modules/opencase_entities/src/Entity/OCActor.php

@@ -17,8 +17,8 @@ use Drupal\user\UserInterface;
  *
  * @ContentEntityType(
  *   id = "oc_actor",
- *   label = @Translation("Actor"),
+ *   label = @Translation("Person"),
- *   bundle_label = @Translation("Actor type"),
+ *   bundle_label = @Translation("Person type"),
  *   handlers = {
  *     "storage" = "Drupal\opencase_entities\OCActorStorage",
  *     "view_builder" = "Drupal\Core\Entity\EntityViewBuilder",

modules/opencase_entities/src/Form/OCActorForm.php

@@ -55,13 +55,13 @@ class OCActorForm extends ContentEntityForm {
 
     switch ($status) {
       case SAVED_NEW:
-        drupal_set_message($this->t('Created the %label Actor.', [
+        drupal_set_message($this->t('Created %label.', [
           '%label' => $entity->label(),
         ]));
         break;
 
       default:
-        drupal_set_message($this->t('Saved the %label Actor.', [
+        drupal_set_message($this->t('Saved %label.', [
           '%label' => $entity->label(),
         ]));
     }

modules/opencase_reporting/config/install/block.block.opencase_reporting.yml

@@ -1,23 +0,0 @@
-langcode: en
-status: true
-dependencies:
-  config:
-    - system.menu.opencase_reporting
-  module:
-    - system
-  theme:
-    - bartik
-id: opencase_reporting_menu
-theme: bartik
-region: sidebar_first
-weight: -8
-provider: null
-plugin: 'system_menu_block:opencase_reporting'
-settings:
-  id: 'system_menu_block:opencase_reporting'
-  label: 'Reporting'
-  provider: system
-  label_display: visible
-  level: 1
-  depth: 0
-visibility: {  }

modules/opencase_reporting/config/install/system.menu.opencase_reporting.yml

@@ -1,7 +0,0 @@
-langcode: en
-status: true
-dependencies: {  }
-id: opencase_reporting
-label: 'OpenCase Reporting'
-description: ''
-locked: false

modules/opencase_reporting/opencase_reporting.links.menu.yml

@@ -0,0 +1,6 @@
+opencase_defaults.reporting_menu:
+  title: 'Reporting'
+  description: 'Report on clients'
+  menu_name: opencase
+  url: internal:#
+  weight: 10

modules/opencase_search/config/install/block.block.exposedformactor_searchpage_1.yml

@@ -9,7 +9,7 @@ dependencies:
     - bartik
 id: exposedformactor_searchpage_1
 theme: bartik
-region: sidebar_first
+region: header
 weight: -9
 provider: null
 plugin: 'views_exposed_filter_block:actor_search-page_1'

modules/opencase_search/config/install/views.view.actor_search.yml

@@ -8,7 +8,7 @@ dependencies:
     - search_api
     - user
 id: actor_search
-label: 'Actor Search'
+label: 'Person Search'
 module: views
 description: ''
 tag: ''
@@ -554,7 +554,7 @@ display:
           expose:
             operator_id: search_api_fulltext_op
             label: 'Search by Name'
-            description: 'Type at least 3 letters of a first or last name and press enter.'
+            description: 'Type at least 3 letters and press enter.'
             use_operator: false
             operator: search_api_fulltext_op
             identifier: search_api_fulltext

opencase.info.yml

@@ -5,5 +5,6 @@ core: 8.x
 package: 'OpenCase'
 dependencies:
   - opencase_entities
+  - opencase_search
 libraries:
   - opencase/opencase-lib

opencase.links.menu.yml

@@ -1,40 +1,82 @@
+opencase.cases:
+  title: 'Cases'
+  description: 'View cases'
+  menu_name: opencase 
+  url: internal:#
+  weight: 0
+opencase.opencase_all_cases:
+  title: 'All Cases'
+  description: 'All cases I have access to'
+  menu_name: opencase 
+  parent: opencase.cases
+  url: internal:/opencase/all-cases
+  weight: 1
+
+opencase.opencase_add_people_menu:
+  title: 'Add people'
+  description: 'Add new people'
+  menu_name: opencase 
+  url: internal:#
+  weight: 1
+opencase.add_people_links:
+  class: Drupal\opencase\Plugin\Menu\AddActorsMenuLink
+  deriver: Drupal\opencase\Plugin\Derivative\AddActorsMenuLink
+  menu_name: opencase
+  parent: opencase.opencase_add_people_menu
+
+opencase.opencase_admin_menu:
+  title: 'Administration'
+  description: 'Management and Configuration'
+  route_name: opencase.opencase_admin_menu
+  menu_name: opencase 
+  weight: 100
 opencase.manage_user_logins:
   title: 'Manage user logins'
   description: 'Manage who can access the system'
-  menu_name: opencase-admin 
+  menu_name: opencase
+  parent: opencase.opencase_admin_menu 
   url: internal:/admin/people
   weight: 0
-opencase.manage_actor_types:
+opencase.manage_person_types:
-  title: 'Manage actor types'
+  title: 'Manage person types'
-  description: 'Configure types of actors and their fields'
+  description: 'Configure types of people and their fields'
-  menu_name: opencase-admin 
+  menu_name: opencase
+  parent: opencase.opencase_admin_menu 
   url: internal:/admin/opencase/oc_actor_type
   weight: 1
 opencase.manage_case_types:
   title: 'Manage case types'
   description: 'Configure types of cases and their fields'
-  menu_name: opencase-admin 
+  menu_name: opencase
+  parent: opencase.opencase_admin_menu 
   url: internal:/admin/opencase/oc_case_type
   weight: 2
 opencase.manage_activity_types:
   title: 'Manage activity types'
   description: 'Configure types of activities and their fields'
-  menu_name: opencase-admin 
+  menu_name: opencase
+  parent: opencase.opencase_admin_menu 
   url: internal:/admin/opencase/oc_activity_type
   weight: 3
+
+opencase.opencase_support_menu:
+  title: 'Support'
+  description: 'Get help and advice'
+  menu_name: opencase 
+  url: internal:#
+  weight: 101
 opencase.view_documentation:
   title: 'Read documentation'
   description: 'Find out about OpenCase and how it works'
-  menu_name: openc
+  menu_name: opencase
+  parent: opencase.opencase_support_menu 
   url: https://hoegrammer.gitbooks.io/opencase/content/
   weight: 0
-opencase.send_feedback:
+opencase.contact_developers:
-  title: 'Send feedback'
+  title: 'Contact OpenCase'
   description: 'Contact the OpenCase developers'
-  menu_name: openc
+  menu_name: opencase
+  parent: opencase.opencase_support_menu 
   url: internal:/contact
   weight: 1
-opencase.add_actors_links:
+
-  class: Drupal\opencase\Plugin\Menu\AddActorsMenuLink
-  deriver: Drupal\opencase\Plugin\Derivative\AddActorsMenuLink
-  menu_name: opencase-add-actors

opencase.module

@@ -30,8 +30,6 @@ function opencase_block_access(\Drupal\block\Entity\Block $block, $operation, \D
       'entity.oc_activity.canonical',
       'entity.oc_activity.edit_form',
       'entity.oc_activity.add_form',
-      'system.menu.opencase-add-actors',
-      'block.block.opencaseaddactors',
     ];
     return AccessResult::forbiddenIf(!in_array($route_name, $routes_where_it_should_be_shown))->addCacheableDependency($block);
   }
@@ -140,13 +138,7 @@ function opencase_form_oc_case_type_edit_form_alter(&$form, $form_state) {
 function opencase_uninstall() {
   $configs = [
     'block.block.opencasecontextualmenu',
-    'block.block.opencase',
-    'block.block.opencaseaddactors',
-    'system.menu.opencase-add-actors',
-    'system.menu.openc',
     'views.view.cases',
-    'block.block.opencaseglobal',
-    'system.menu.opencase-admin',
     'views.view.activities'
   ];
   foreach($configs as $config) {

opencase.routing.yml

@@ -0,0 +1,4 @@
+opencase.opencase_admin_menu:
+  path: '/'
+  requirements:
+    _permission: 'administer opencase entity bundles'

src/EntityTypeRelationsWidget.php

@@ -20,7 +20,7 @@ class EntityTypeRelationsWidget {
       $options[$machine_name] = $info['label'];
     }
     $form['allowed_actor_types'] = array(
-      '#title' => t('Actor types'),
+      '#title' => t('Allowed involved parties'),
       '#description' => t('Types of people that can be involved in this kind of case.'),
       '#type' => 'checkboxes',
       '#options' => $options

src/Plugin/Block/ActorTypeHelp.php

@@ -21,7 +21,7 @@ class ActorTypeHelp extends BlockBase {
   public function build() {
     return array(
       '#markup' => "
-        <h3>All actor types have contact details fields by default. Other fields can be added and managed here.</h3>
+        <h3>All person types have contact details fields by default. Other fields can be added and managed here.</h3>
 
       "
     );