opencase core
This repository has been archived on 2022-07-12. You can view files and clone it, but cannot push or open issues or pull requests.
Go to file
Naomi ad6811b5e9 Changed "Actor" to "Person" in a few places 2018-11-09 16:14:48 +00:00
config Shiny new menu at top of screen! 2018-11-09 14:59:25 +00:00
css Moved search bar to top, and styled 2018-11-09 13:16:47 +00:00
js Added css and js 2018-05-07 18:54:08 +02:00
modules Changed "Actor" to "Person" in a few places 2018-11-09 16:14:48 +00:00
resources Cropped the top off the logo so it sits higher 2018-05-08 11:52:37 +02:00
src Changed "Actor" to "Person" in a few places 2018-11-09 16:14:48 +00:00
templates Generated opencase and opencase_entities modules 2018-04-29 09:22:16 +02:00
tests/src/Functional Generated opencase and opencase_entities modules 2018-04-29 09:22:16 +02:00
.gitignore added /vender to .gitignore 2018-06-18 15:23:04 +02:00
README.md Update README.md 2018-07-24 10:26:53 +01:00
composer.json Generated opencase and opencase_entities modules 2018-04-29 09:22:16 +02:00
opencase.info.yml Moved search bar to top, and styled 2018-11-09 13:16:47 +00:00
opencase.libraries.yml Added css and js 2018-05-07 18:54:08 +02:00
opencase.links.menu.yml More on menu 2018-11-09 15:56:03 +00:00
opencase.module Added dependency on opencase module to opencase_search 2018-09-06 16:27:14 +01:00
opencase.permissions.yml paths and permissions for report entities. 2018-09-17 09:26:30 +01:00
opencase.routing.yml More on menu 2018-11-09 15:56:03 +00:00

README.md

OpenCase

A simple, case-management-focused CRM 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

Find out more

  • More details, including user stories for future development, can be found in the OpenCase Gitbook
  • 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