Person Signup Helper

This document defines the Person Signup Helper resource.

The Person Signup Helper is a helper endpoint to aid in the creation of People resources via POST. It provides a quick and easy way to add people to an OSDI system.

When using the Person Signup Helper, tagging and list membership info may be added at the same time as well, eliminating the need for multiple POST operations to store that information.

Some systems may attempt to match inputs via the Person Signup Helper to existing people in the database and update their record instead of creating a new person for every POST. The method used for matching will be detailed in that system’s documentation.

The response to a successful Person Signup Helper POST is the full representation of the person.

Some initial implementations may only support helpers – direct RESTful access may not be supported. In those cases, the _links section may be omitted in responses.

Sections:

Endpoints and URL structures

OSDI does not specify specific endpoints and link structures for compliant systems to use. Rather, because OSDI is a HAL+JSON API, endpoints and structures are defined in the links section of each returned resource, starting with the API Entry Point link.

HAL’s link structure lets an API consumer move through API levels, resources, and collections by parsing and following links. While most systems will not change the value of their links often and obey RESTful design principles, the value of each link when that resource is retrieved is the only canonical value, and it can change at any time.

The link relation label for the Person Signup Helper is osdi:person_signup_helper.

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Fields

The field names for this resource, with standard names, punctuation and capitalization, and values where appropriate.

Note: As with the entire OSDI specification, the specific fields a compliant system implements will vary between each system, as will the fields each system requires when creating or updating resources, which fields are writeable, and the operations you are allowed to perform on each resource.

Person Signup Helper Fields

A list of fields specific for POSTing via the Person Signup Helper.

Name Type Description
person Person* An object hash representing the person to be added.

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Helper Action Functions

Helper Action Functions are additional actions that the OSDI server will perform along with inserting or updating the associated person.

Name Type Description
add_tags strings[] An array of tag names corresponding to previously created tags to add to this person when it is created.
add_tags_uri strings[] An array of tag URIs corresponding to previously created tags to add to this person when it is created.
add_lists strings[] An array of list names corresponding to previously created lists to add to this person when it is created.
add_lists_uri strings[] An array of list URIs corresponding to previously created lists to add to this person when it is created.
add_questions_responses_uri QuestionResponseObject An array of Question Response Objects, indicating answers which should be applied to the person.
triggers Triggers An object hash representing responses a user would like to trigger from the server as part of the POST, such as sending an autoresponse email back to the person who took action with this helper.

Question Response Object Fields

Name Type Description
question string The identifier for the Question which is being answered
responses string[] One or more responses to the Question, if the corresponding question_type is SingleChoice or MultiChoice; should be a subset of the responses available for the question
value string A free-text response to the question, if the corresponding question_type is Paragraph.

Triggers

Here autoresponse identifiers are handled independent of the OSDI specification’s identifier schema. The autoresponse sent is determined by the server that is being interacted with, the system, and the id. Three types of autoresponse triggers are defined below and those types should follow this specification and format.

Name Type Description
autoresponse object An object hash representing the autoresponse email trigger type.
autoresponse.enabled boolean A boolean indicating whether the autoresponse email should be sent or not.
autoresponse.identifiers strings[] A unique string array of identifiers in the format [system name]:[id].
Name Type Description
sms_response object An object hash representing the autoresponse sms trigger type.
sms_response.enabled boolean A boolean indicating whether the autoresponse sms should be sent or not.
sms_response.identifiers strings[] A unique string array of identifiers in the format [system name]:[id].
Name Type Description
call_response object An object hash representing the autoresponse call trigger type.
call_response.enabled boolean A boolean indicating whether the autoresponse call should be sent or not.
call_response.identifiers strings[] A unique string array of identifiers in the format [system name]:[id].

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These JSON hashes included in the table above are broken out into their own tables for readability, rather than independent resources with their own endpoints.

Person

Name Type Description
person Person* An inlined hash representation of a person, containing any valid fields for the Person resource.

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Scenarios

The scenarios below show common create (POST) operations that can be performed on this helper. While the canonical definitions of fields are above, these examples should be complete as well.

Scenario: Creating a new person (POST)

Posting to the person signup helper endpoint will allow you to create a new person (or update a person if the system attempts to match people posted with helpers) along with associated tags and list membership information in one operation. The response is the person that was created or updated. While each implementing system will require different fields, any optional fields not included in a post operation should not be set at all by the receiving system, or should be set to default values.

Request

POST https://osdi-sample-system.org/api/v1/people/person_signup_helper/

Header:
OSDI-API-Token:[your api key here]

{
    "person": {
        "identifiers": [
            "foreign_system:1"
        ],
        "family_name": "Edwin",
        "given_name": "Labadie",
        "additional_name": "Marques",
        "origin_system": "OpenSupporter",
        "email_addresses": [
            {
                "address":"test-3@example.com",
                "primary": true,
                "address_type": "Personal"
            }
        ],
        "postal_addresses": [
            {
                "primary": true,
                "address_lines": [
                    "935 Ed Lock"
                ],
                "locality": "New Dudley",
                "region": "MN",
                "postal_code": "17678",
                "country": "RU",
                "address_type": "Home",
                "status": "Verified"
            }
        ],
        "phone_numbers": [
            {
                "primary": true,
                "number": 19876543210,
                "number_type": "Mobile",
                "sms_capable": true
            }
        ],
        "gender": "Male"
    },
    "triggers": {
        "autoresponse": {
            "identifiers": [
                "system_1:eb84f0d01dec3b1ffb9e4dca406fa45e", 
                "system_2:15117b282328146ac6afebaa8acd80e7"
            ],
            "enabled": true
        },
        "sms_response": {
            "identifiers": [
                "system_1:efe398db3439be6bbf00d90e693ec3a3"
            ],
            "enabled": true
        },
        "call_response": {
            "identifiers": [
                "system_1:83069490-8a17-4131-b13e-f9a44d2b7646"
            ],
            "enabled": true
        }
    },
    "add_tags": [
        "volunteer",
        "donor"
    ],
    "add_tags_uri": [
        "https://osdi-sample-system.org/api/v1/tags/d91b4b2e-ae0e-4cd3-9ed7-d0ec501b0bc3"
    ],
    "add_lists": [
        "supporters"
    ],
    "add_lists_uri": [
        "https://osdi-sample-system.org/api/v1/lists/d91b4b2e-ae0e-4cd3-9ed7-d0ec501b0bc3"
    ],
    "add_questions_responses_uri": [
      {
        "question": "https://osdi-sample-system.org/api/v1/questions/c945d6fe-929e-11e3-a2e9-12313d316c29",
        "responses": [ "r1", "r2", "r2"]
      },
      {
        "question": "https://osdi-sample-system.org/api/v1/questions/c945d6fe-929e-11e3-a2e9-12313d316c2a",
        "value": "Heard about the candidate at the Labor Day Picnic"
      }
    ]
}

Response

200 OK

Content-Type: application/hal+json
Cache-Control: max-age=0, private, must-revalidate

{
    "id": "d91b4b2e-ae0e-4cd3-9ed7-de9uemdse",
    "identifiers": [
        "osdi_sample_system:d91b4b2e-ae0e-4cd3-9ed7-de9uemdse",
        "foreign_system:1"
    ],
    "created_date": "2014-03-20T21:04:31Z",
    "modified_date": "2014-03-20T21:04:31Z",
    "family_name": "Edwin",
    "given_name": "Labadie",
    "additional_name": "Marques",
    "origin_system": "OpenSupporter",
    "email_addresses": [
        {
            "address":"test-3@example.com",
            "primary": true,
            "address_type": "Personal"
        }
    ],
    "postal_addresses": [
        {
            "primary": true,
            "address_lines": [
                "935 Ed Lock"
            ],
            "locality": "New Dudley",
            "region": "MN",
            "postal_code": "17678",
            "country": "RU",
            "address_type": "Home",
            "status": "Verified"
        }
    ],
    "phone_numbers": [
        {
            "primary": true,
            "number": 19876543210,
            "number_type": "Mobile",
            "sms_capable": true
        }
    ],
    "gender": "Male",
    "_links": {
        "self": {
            "href": "https://osdi-sample-system.org/api/v1/people/d91b4b2e-ae0e-4cd3-9ed7-de9uemdse"
        },
        "osdi:answers": {
            "href": "https://osdi-sample-system.org/api/v1/people/d91b4b2e-ae0e-4cd3-9ed7-de9uemdse/answers"
        },
        "osdi:attendance": {
            "href": "https://osdi-sample-system.org/api/v1/people/d91b4b2e-ae0e-4cd3-9ed7-de9uemdse/attendance"
        },
        "osdi:signatures": {
            "href": "https://osdi-sample-system.org/api/v1/people/d91b4b2e-ae0e-4cd3-9ed7-de9uemdse/signatures"
        },
        "osdi:submissions": {
            "href": "https://osdi-sample-system.org/api/v1/people/d91b4b2e-ae0e-4cd3-9ed7-de9uemdse/submissions"
        },
        "osdi:donations": {
            "href": "https://osdi-sample-system.org/api/v1/people/d91b4b2e-ae0e-4cd3-9ed7-de9uemdse/donations"
        },
        "osdi:outreaches": {
            "href": "https://osdi-sample-system.org/api/v1/people/d91b4b2e-ae0e-4cd3-9ed7-de9uemdse/outreaches"
        },
        "osdi:taggings": {
            "href": "https://osdi-sample-system.org/api/v1/people/d91b4b2e-ae0e-4cd3-9ed7-de9uemdse/taggings"
        },
        "osdi:items": {
            "href": "https://osdi-sample-system.org/api/v1/people/d91b4b2e-ae0e-4cd3-9ed7-de9uemdse/items"
        }
    }
}

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