Record Donation Helper

This document defines the Record Donation Helper resource.

The Record Donation Helper is a helper endpoint to aid in the creation of Donation and People resources via POST. It provides a quick and easy way to create donations and people at the same time, eliminating the need for multiple POST operations to store that information.

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

When using the Record Donation 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.

In addition, you can indicate to the server whether to trigger additional actions, such as an autoresponse email sent back to the person who took action.

Typically, the response to a successful Record Donation Helper POST is the full representation of the donation. However, the Record Donation Helper can be used without authentication, allowing for use in frontend javascript-based applications without giving away API key secrets, for example. If no authentication is passed, the response on success will simply be the server response code (ex: 200) and an empty JSON object. On error, the server response code (ex: 404, 500) plus an error message may be returned.

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 Record Donation Helper is osdi:record_donation_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.

Common Fields

A set of common fields that appear on all resources is included first, for reference.

Name Type Description
identifiers strings[] A unique string array of identifiers in the format [system name]:[id]. See the general concepts document for more information about identifiers.

Control Headers

An “osdi:control” JSON object may contain common OSDI control headers which can be used on an OSDI POST, PUT, PATCH, Helper or other function calls to modify server behavior. Read More

Name Type Description
return_response boolean Defaults to true, if specified as false, the operation does not need to return the resource representation in the response

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Record Donation Helper Fields

A list of fields specific for POSTing via the Record Donation Helper.

Name Type Description
origin_system string A human readable identifier of the system where this donation was created. (ex: “OSDI System”)
action_date string The date and time the donation was made by the person.
amount number Amount of total donation (after any credits) in specified currency.
credited_amount number Amount credited back to donor in specified currency.
credited_date datetime Date of the credit.
currency string ISO 4217 designation of currency. Example: USD, JPY
recipients Recipient[] Array of recipients associated with the donation.
payment Payment The payment details.
subscription_instance string A sequence number or some other value unique to this instance of the donation in the context of a subscription. Examples: 5, JAN-2014
voided boolean Indicates if the donation has been voided.
voided_date datetime Date of the void.
url string URL at which the donation was taken.
referrer_data Referrer Data* An object hash representing referrer and sourcing information about this donation.
person Person* An object hash representing the person who made the donation.

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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.

Recipient

An object representing the recipient of a donation.

Name Type Description
display_name string The recipient’s display name. Example: Barack Obama
legal_name string The recipient’s legal name. Example: Obama for America
amount float The amount donated to the recipient.

Payment

An object representing the payment details of a donation.

Name Type Description
method enum A flexible enumeration of “Credit Card”, “Check”, “Cash”, or “Electronic Funds Transfer”.
reference_number string A check number, transaction ID, or some other information referencing the payment.
authorization_stored boolean Indicates if payment information has been stored for future automatic payments.

Referrer Data

Name Type Description
referrer_data.source string The source code that was used when this donation was created. Typically used to track individual links, such as a post on social media or a link in a specific email. (ex: “facebook-101016-mainpage”)
referrer_data.referrer string The code or ID representing a person or group that referred this donation. Typically used to track which person referred the person who made this donation. (ex: “jane-doe”)
referrer_data.website string The top level domain of the website where the person clicked from to then subsequently make this donation. (ex: “facebook.com”)
referrer_data.url string The specific URL where the person clicked from to then subsequently make this donation. (ex: “https://facebook.com/posts/12345”)

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 donation and person (POST)

Posting to the record donation helper endpoint will allow you to create a new donation and person (or update a person if the system attempts to match people posted with helpers) in one operation. Donations created in this manner may also be linked to attendances or submissions, via the relevant property; below, the created donation is linked to an attendance. The response is the donation that was created. 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/fundraising_pages/c945d6fe-929e-11e3-a2e9-12313d316c29/record_donation_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"
    },
    "identifiers": [
        "foreign_system:1"
    ],
    "origin_system": "OpenSupporter",
    "action_date": "2014-03-18T11:02:15Z",
    "currency": "USD",
    "amount": 40.00,
    "credited_amount": 5.00,
    "credited_date": "2013-04-12T21:42:34",
    "voided": false,
    "voided_date": null,
    "url": "htts://actblue.com/page/BobsCandidates",
    "payment": {
        "method": "Credit Card",
        "reference_number": "1232456",
        "authorization_stored": true
    },
    "recipients": [
        {
            "amount": 20.00,
            "display_name": "Barack Obama",
            "legal_name": "Obama for America"
        },
        {
            "amount": 20.00,
            "display_name": "Joe Candidate",
            "legal_name": "Joe for Congress"
       }
    ],
    "osdi:attendance": {
        "href": "https://osdi-sample-system.org/api/v1/events/c945d6fe-929e-11e3-a2e9-12313d316c29/attendances/d91b4b2e-ae0e-4cd3-9ed7-d0ec501b0bc"
    },
    "referrer_data": {
        "source": "facebook-101016-mainpage",
        "referrer": "jane-doe",
        "website": "facebook.com",
        "url": "https://facebook.com/posts/12345"
    },
    "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

{
    "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",
    "action_date": "2014-03-18T11:02:15Z",
    "origin_system": "OpenSupporter",
    "currency": "USD",
    "amount": 40.00,
    "credited_amount": 5.00,
    "credited_date": "2013-04-12T21:42:34",
    "voided": false,
    "voided_date": null,
    "url": "htts://actblue.com/page/BobsCandidates",
    "payment": {
        "method": "Credit Card",
        "reference_number": "1232456",
        "authorization_stored": true
    },
    "recipients": [
        {
            "amount": 20.00,
            "display_name": "Barack Obama",
            "legal_name": "Obama for America"
        },
        {
            "amount": 20.00,
            "display_name": "Joe Candidate",
            "legal_name": "Joe for Congress"
       }
    ],
    "referrer_data": {
        "source": "facebook-101016-mainpage",
        "referrer": "jane-doe",
        "website": "facebook.com",
        "url": "https://facebook.com/posts/12345"
    },
    "_links": {
        "self": {
            "href": "https://osdi-sample-system.org/api/v1/fundraising_pages/c945d6fe-929e-11e3-a2e9-12313d316c29/donations/d91b4b2e-ae0e-4cd3-9ed7-de9uemdse"
        },
        "osdi:fundraising_page": {
            "href": "https://osdi-sample-system.org/api/v1/fundraising_pages/c945d6fe-929e-11e3-a2e9-12313d316c29"
        },
        "osdi:person": {
            "href": "https://osdi-sample-system.org/api/v1/people/adb951cb-51f9-420e-b7e6-de953195ec86"
        },
        "osdi:attendance": {
            "href": "https://osdi-sample-system.org/api/v1/events/c945d6fe-929e-11e3-a2e9-12313d316c29/attendances/d91b4b2e-ae0e-4cd3-9ed7-d0ec501b0bc"
        }
    }
}

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Scenario: Creating a new donation and person without authentication (POST)

Posting to the record donation helper endpoint without authentication will allow you to create a new donation and person (or update a person if the system attempts to match people posted with helpers) in one operation, but without giving away API key secrets or leaking data, so this method is appropriate for frontend javascript applications. The response on success will simply be the server response code (ex: 200) and an empty JSON object. On error, the server response code (ex: 404, 500) plus an error message may be returned. 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/fundraising_pages/c945d6fe-929e-11e3-a2e9-12313d316c29/record_donation_helper

{
    "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"
    },
    "identifiers": [
        "foreign_system:1"
    ],
    "origin_system": "OpenSupporter",
    "action_date": "2014-03-18T11:02:15Z",
    "currency": "USD",
    "amount": 40.00,
    "credited_amount": 5.00,
    "credited_date": "2013-04-12T21:42:34",
    "voided": false,
    "voided_date": null,
    "url": "htts://actblue.com/page/BobsCandidates",
    "payment": {
        "method": "Credit Card",
        "reference_number": "1232456",
        "authorization_stored": true
    },
    "recipients": [
        {
            "amount": 20.00,
            "display_name": "Barack Obama",
            "legal_name": "Obama for America"
        },
        {
            "amount": 20.00,
            "display_name": "Joe Candidate",
            "legal_name": "Joe for Congress"
       }
    ],
    "referrer_data": {
        "source": "facebook-101016-mainpage",
        "referrer": "jane-doe",
        "website": "facebook.com",
        "url": "https://facebook.com/posts/12345"
    },
    "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

{}

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