[civicrm-core.git] / xml / templates / case_sample.tpl

-- /**********************************************************************
-- *
-- * Configuration Data for CiviCase Component
-- * For: Sample Case Types - Housing Support and Adult Day Care Referral
-- *
-- **********************************************************************/

SELECT @caseCompId := id FROM `civicrm_component` where `name` like 'CiviCase';

-- /*******************************************************
-- *
-- * Case Types
-- *
-- *******************************************************/
SELECT @max_wt  :=  COALESCE ( max(weight), 0 ) from civicrm_case_type;

INSERT IGNORE INTO `civicrm_case_type` (  `title`, `name`, `description`, `weight`, `is_reserved`, `is_active`) VALUES
  ('{ts}Housing Support{/ts}', 'housing_support', '{ts}Help homeless individuals obtain temporary and long-term housing{/ts}', @max_wt + 1, 0, 1),
  ('{ts}Adult Day Care Referral{/ts}', 'adult_day_care_referral', '{ts}Arranging adult day care for senior individuals{/ts}', @max_wt + 2, 0, 1);


-- /*******************************************************
-- *
-- * Case Status - Set names for Open and Closed
-- *
-- *******************************************************/
SELECT @csgId        := max(id) from civicrm_option_group where name = 'case_status';
UPDATE civicrm_option_value SET name = 'Open' where option_group_id = @csgId AND label = 'Ongoing';
UPDATE civicrm_option_value SET name = 'Closed' where option_group_id = @csgId AND label = 'Resolved';

-- /*******************************************************
-- *
-- * Activity Types
-- *
-- *******************************************************/
SELECT @option_group_id_activity_type        := max(id) from civicrm_option_group where name = 'activity_type';

SELECT @max_val := MAX(ROUND(op.value)) FROM civicrm_option_value op WHERE op.option_group_id  = @option_group_id_activity_type;

INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
(SELECT @option_group_id_activity_type, 'Medical evaluation', (SELECT @max_val := @max_val+1), 'Medical evaluation',  NULL, 0,  0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value`  WHERE `name` = 'Medical evaluation'));

INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
(SELECT @option_group_id_activity_type, 'Mental health evaluation', (SELECT @max_val := @max_val+1), 'Mental health evaluation',  NULL, 0,  0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value`  WHERE `name` = 'Mental health evaluation'));

INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
(SELECT @option_group_id_activity_type, 'Secure temporary housing', (SELECT @max_val := @max_val+1), 'Secure temporary housing',  NULL, 0,  0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value`  WHERE `name` = 'Secure temporary housing'));

INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
(SELECT @option_group_id_activity_type, 'Income and benefits stabilization', (SELECT @max_val := @max_val+1), 'Income and benefits stabilization',  NULL, 0,  0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value`  WHERE `name` = 'Income and benefits stabilization'));

INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
(SELECT @option_group_id_activity_type, 'Long-term housing plan', (SELECT @max_val := @max_val+1), 'Long-term housing plan',  NULL, 0,  0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value`  WHERE `name` = 'Long-term housing plan'));

INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
(SELECT @option_group_id_activity_type, 'ADC referral', (SELECT @max_val := @max_val+1), 'ADC referral',  NULL, 0,  0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value`  WHERE `name` = 'ADC referral'));
 
-- /*******************************************************
-- *
-- * Relationship Types
-- *
-- *******************************************************/
INSERT INTO `civicrm_relationship_type` ( `name_a_b`, `label_a_b`, `name_b_a`, `label_b_a`, `description`, `contact_type_a`, `contact_type_b`, `is_reserved`, `is_active` ) (SELECT 'Homeless Services Coordinator is', 'Homeless Services Coordinator is', 'Homeless Services Coordinator', 'Homeless Services Coordinator',  'Homeless Services Coordinator', 'Individual', 'Individual', 0, 1 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_relationship_type`  WHERE `name_a_b` = 'Homeless Services Coordinator is'));


INSERT INTO `civicrm_relationship_type` ( `name_a_b`, `label_a_b`, `name_b_a`, `label_b_a`, `description`, `contact_type_a`, `contact_type_b`, `is_reserved`, `is_active` ) (
SELECT 'Health Services Coordinator is', 'Health Services Coordinator is', 'Health Services Coordinator', 'Health Services Coordinator',  'Health Services Coordinator', 'Individual', 'Individual', 0, 1 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_relationship_type`  WHERE `name_a_b` = 'Health Services Coordinator is'));


INSERT INTO `civicrm_relationship_type` ( `name_a_b`, `label_a_b`, `name_b_a`, `label_b_a`, `description`, `contact_type_a`, `contact_type_b`, `is_reserved`, `is_active` ) (
SELECT 'Senior Services Coordinator is', 'Senior Services Coordinator is', 'Senior Services Coordinator', 'Senior Services Coordinator', 'Senior Services Coordinator', 'Individual', 'Individual', 0, 1 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_relationship_type`  WHERE `name_a_b` = 'Senior Services Coordinator is'));

INSERT INTO `civicrm_relationship_type` ( `name_a_b`, `label_a_b`, `name_b_a`, `label_b_a`, `description`, `contact_type_a`, `contact_type_b`, `is_reserved`, `is_active` ) (
SELECT 'Benefits Specialist is', 'Benefits Specialist is', 'Benefits Specialist', 'Benefits Specialist', 'Benefits Specialist', 'Individual', 'Individual', 0, 1 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_relationship_type`  WHERE `name_a_b` = 'Benefits Specialist is'));

-- /*******************************************************
-- *
-- * Case Resources Group
-- *
-- *******************************************************/

INSERT INTO `civicrm_group` (  `name`, `title`, `description`, `source`, `saved_search_id`, `is_active`, `visibility`, `where_clause`, `select_tables`, `where_tables`, `group_type`, `cache_date`, `parents`, `children`, `is_hidden` ) (SELECT 'Case_Resources', 'Case Resources', 'Contacts in this group are listed with their phone number and email when viewing case. You also can send copies of case activities to these contacts.', NULL, NULL, 1, 'User and User Admin Only', ' ( `civicrm_group_contact-5`.group_id IN ( 5 ) AND `civicrm_group_contact-5`.status IN ("Added") ) ', 'a:10:{ldelim}s:15:"civicrm_contact";i:1;s:15:"civicrm_address";i:1;s:22:"civicrm_state_province";i:1;s:15:"civicrm_country";i:1;s:13:"civicrm_email";i:1;s:13:"civicrm_phone";i:1;s:10:"civicrm_im";i:1;s:19:"civicrm_worldregion";i:1;s:25:"`civicrm_group_contact-5`";s:114:" LEFT JOIN civicrm_group_contact `civicrm_group_contact-5` ON contact_a.id = `civicrm_group_contact-5`.contact_id ";s:6:"gender";i:1;{rdelim}', 'a:2:{ldelim}s:15:"civicrm_contact";i:1;s:25:"`civicrm_group_contact-5`";s:114:" LEFT JOIN civicrm_group_contact `civicrm_group_contact-5` ON contact_a.id = `civicrm_group_contact-5`.contact_id ";{rdelim}', '2', NULL, NULL, NULL, 0 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_group`  WHERE `name` = 'Case_Resources'));
Commit	Line	Data
6a488035 TO	1	-- /**********************************************************************
	2	-- *
	3	-- * Configuration Data for CiviCase Component
	4	-- * For: Sample Case Types - Housing Support and Adult Day Care Referral
	5	-- *
	6	-- **********************************************************************/
	7
	8	SELECT @caseCompId := id FROM `civicrm_component` where `name` like 'CiviCase';
	9
	10	-- /*******************************************************
	11	-- *
	12	-- * Case Types
	13	-- *
	14	-- *******************************************************/
5b7cf256	15	SELECT @max_wt := COALESCE ( max(weight), 0 ) from civicrm_case_type;
6a488035	16
5b7cf256 ARW	17	INSERT IGNORE INTO `civicrm_case_type` ( `title`, `name`, `description`, `weight`, `is_reserved`, `is_active`) VALUES
	18	('{ts}Housing Support{/ts}', 'housing_support', '{ts}Help homeless individuals obtain temporary and long-term housing{/ts}', @max_wt + 1, 0, 1),
	19	('{ts}Adult Day Care Referral{/ts}', 'adult_day_care_referral', '{ts}Arranging adult day care for senior individuals{/ts}', @max_wt + 2, 0, 1);
6a488035 TO	20
	21
	22	-- /*******************************************************
	23	-- *
	24	-- * Case Status - Set names for Open and Closed
	25	-- *
	26	-- *******************************************************/
	27	SELECT @csgId := max(id) from civicrm_option_group where name = 'case_status';
	28	UPDATE civicrm_option_value SET name = 'Open' where option_group_id = @csgId AND label = 'Ongoing';
	29	UPDATE civicrm_option_value SET name = 'Closed' where option_group_id = @csgId AND label = 'Resolved';
	30
	31	-- /*******************************************************
	32	-- *
	33	-- * Activity Types
	34	-- *
	35	-- *******************************************************/
	36	SELECT @option_group_id_activity_type := max(id) from civicrm_option_group where name = 'activity_type';
	37
	38	SELECT @max_val := MAX(ROUND(op.value)) FROM civicrm_option_value op WHERE op.option_group_id = @option_group_id_activity_type;
	39
c213dee5	40	INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
c213dee5	41	(SELECT @option_group_id_activity_type, 'Medical evaluation', (SELECT @max_val := @max_val+1), 'Medical evaluation', NULL, 0, 0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
6a488035 TO	42	FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value` WHERE `name` = 'Medical evaluation'));
6a488035 TO	43
c213dee5	44	INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
c213dee5	45	(SELECT @option_group_id_activity_type, 'Mental health evaluation', (SELECT @max_val := @max_val+1), 'Mental health evaluation', NULL, 0, 0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
6a488035 TO	46	FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value` WHERE `name` = 'Mental health evaluation'));
6a488035 TO	47
c213dee5	48	INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
6a488035 TO	49	(SELECT @option_group_id_activity_type, 'Secure temporary housing', (SELECT @max_val := @max_val+1), 'Secure temporary housing', NULL, 0, 0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
	50	FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value` WHERE `name` = 'Secure temporary housing'));
	51
c213dee5	52	INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
6a488035 TO	53	(SELECT @option_group_id_activity_type, 'Income and benefits stabilization', (SELECT @max_val := @max_val+1), 'Income and benefits stabilization', NULL, 0, 0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
	54	FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value` WHERE `name` = 'Income and benefits stabilization'));
	55
c213dee5	56	INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
6a488035 TO	57	(SELECT @option_group_id_activity_type, 'Long-term housing plan', (SELECT @max_val := @max_val+1), 'Long-term housing plan', NULL, 0, 0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
	58	FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value` WHERE `name` = 'Long-term housing plan'));
	59
c213dee5	60	INSERT INTO `civicrm_option_value` ( `option_group_id`, `label`, `value`, `name`, `grouping`, `filter`, `is_default`, `weight`, `description`, `is_optgroup`, `is_reserved`, `is_active`, `component_id` )
6a488035	61	(SELECT @option_group_id_activity_type, 'ADC referral', (SELECT @max_val := @max_val+1), 'ADC referral', NULL, 0, 0, (SELECT @max_val := @max_val+1), '', 0, 0, 1, @caseCompId
5b7cf256 ARW	62	FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_option_value` WHERE `name` = 'ADC referral'));
	63
	64	-- /*******************************************************
	65	-- *
	66	-- * Relationship Types
	67	-- *
	68	-- *******************************************************/
	69	INSERT INTO `civicrm_relationship_type` ( `name_a_b`, `label_a_b`, `name_b_a`, `label_b_a`, `description`, `contact_type_a`, `contact_type_b`, `is_reserved`, `is_active` ) (SELECT 'Homeless Services Coordinator is', 'Homeless Services Coordinator is', 'Homeless Services Coordinator', 'Homeless Services Coordinator', 'Homeless Services Coordinator', 'Individual', 'Individual', 0, 1 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_relationship_type` WHERE `name_a_b` = 'Homeless Services Coordinator is'));
	70
	71
	72	INSERT INTO `civicrm_relationship_type` ( `name_a_b`, `label_a_b`, `name_b_a`, `label_b_a`, `description`, `contact_type_a`, `contact_type_b`, `is_reserved`, `is_active` ) (
	73	SELECT 'Health Services Coordinator is', 'Health Services Coordinator is', 'Health Services Coordinator', 'Health Services Coordinator', 'Health Services Coordinator', 'Individual', 'Individual', 0, 1 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_relationship_type` WHERE `name_a_b` = 'Health Services Coordinator is'));
	74
	75
	76	INSERT INTO `civicrm_relationship_type` ( `name_a_b`, `label_a_b`, `name_b_a`, `label_b_a`, `description`, `contact_type_a`, `contact_type_b`, `is_reserved`, `is_active` ) (
	77	SELECT 'Senior Services Coordinator is', 'Senior Services Coordinator is', 'Senior Services Coordinator', 'Senior Services Coordinator', 'Senior Services Coordinator', 'Individual', 'Individual', 0, 1 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_relationship_type` WHERE `name_a_b` = 'Senior Services Coordinator is'));
	78
	79	INSERT INTO `civicrm_relationship_type` ( `name_a_b`, `label_a_b`, `name_b_a`, `label_b_a`, `description`, `contact_type_a`, `contact_type_b`, `is_reserved`, `is_active` ) (
	80	SELECT 'Benefits Specialist is', 'Benefits Specialist is', 'Benefits Specialist', 'Benefits Specialist', 'Benefits Specialist', 'Individual', 'Individual', 0, 1 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_relationship_type` WHERE `name_a_b` = 'Benefits Specialist is'));
	81
	82	-- /*******************************************************
	83	-- *
	84	-- * Case Resources Group
	85	-- *
	86	-- *******************************************************/
	87
	88	INSERT INTO `civicrm_group` ( `name`, `title`, `description`, `source`, `saved_search_id`, `is_active`, `visibility`, `where_clause`, `select_tables`, `where_tables`, `group_type`, `cache_date`, `parents`, `children`, `is_hidden` ) (SELECT 'Case_Resources', 'Case Resources', 'Contacts in this group are listed with their phone number and email when viewing case. You also can send copies of case activities to these contacts.', NULL, NULL, 1, 'User and User Admin Only', ' ( `civicrm_group_contact-5`.group_id IN ( 5 ) AND `civicrm_group_contact-5`.status IN ("Added") ) ', 'a:10:{ldelim}s:15:"civicrm_contact";i:1;s:15:"civicrm_address";i:1;s:22:"civicrm_state_province";i:1;s:15:"civicrm_country";i:1;s:13:"civicrm_email";i:1;s:13:"civicrm_phone";i:1;s:10:"civicrm_im";i:1;s:19:"civicrm_worldregion";i:1;s:25:"`civicrm_group_contact-5`";s:114:" LEFT JOIN civicrm_group_contact `civicrm_group_contact-5` ON contact_a.id = `civicrm_group_contact-5`.contact_id ";s:6:"gender";i:1;{rdelim}', 'a:2:{ldelim}s:15:"civicrm_contact";i:1;s:25:"`civicrm_group_contact-5`";s:114:" LEFT JOIN civicrm_group_contact `civicrm_group_contact-5` ON contact_a.id = `civicrm_group_contact-5`.contact_id ";{rdelim}', '2', NULL, NULL, NULL, 0 FROM dual WHERE NOT EXISTS (SELECT * FROM `civicrm_group` WHERE `name` = 'Case_Resources'));