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Adapters/AdapterChecklists/AdapterFunctionalityChecklist.md

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**Semantic Version of Document:** 1.0.0
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The goal of this document is to track connector completeness based on the
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functionality provided by the API or to formalize estimates for a non-CSP MSE
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(CSP consumer) requesting the construction of a connector.
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functionality provided by the API.
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## Instructions
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1. Copy this document from the OIH repository and place it in the repository forthe adapter.
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2. Identify what can be built:
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* Of the following possible Actions and Triggers listed, strike through allactions and triggers which can not be built for a system based on APIlimitations of that system.
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* Enter system specific functionality that can be exposed by the adapter.
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* Identify static object types (if object types are static).
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* Identify endpoints which may be sensibly exposed by the adapter.
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- Of the following possible Actions and Triggers listed, strike through allactions and triggers which can not be built for a system based on APIlimitations of that system.
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- Enter system specific functionality that can be exposed by the adapter.
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- Identify static object types (if object types are static).
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- Identify endpoints which may be sensibly exposed by the adapter.
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3. As actions and triggers are built, check of those items on this checklist.
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### Checklist
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List of Server-side Hydration Supported: `_________________`
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- [ ] Get Objects Webhook
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- [ ] All Objects Programmatically Detectable Covered
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- [ ] Delete Link
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- [ ] Set Data For Object
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List all types of settable data: `_________________`
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List all types of settable data: `_________________`
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- [ ] Perform Action/Evaluate Function
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- [ ] Exposed Endpoints
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List all exposed endpoints: `_________________`
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List all exposed endpoints: `_________________`
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- [ ] Generic Request
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- [ ] Other Functionality
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List all other functionality: `_________________`
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List all other functionality: `_________________`

Adapters/AdapterChecklists/AdapterGoalChecklist.md

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**Semantic Version of Document:** 1.0.0
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The goal of this document is to provide a menu of functionality that could exist
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in a connector. Can be provided to a non-CSP MSE (CSP consumer) requesting the
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construction of a connector.
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in a connector.
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# Instructions
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1. Provide a copy of this form to the customer.
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2. Have the customer complete this form.
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3. Prepare the the `AdapterFunctionalityChecklist.md` for the system.
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4. Ensure that for all boxes checked yes on this form, that the system's API
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supports the required functionality. If not, inform the customer that their
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order can not be completed.
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supports the required functionality. If not, inform the customer that their
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order can not be completed.
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5. Identify which actions and triggers need to be built to support all the cases
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checked yes by the customer.
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checked yes by the customer.
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# Questions
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## Bulk Extract
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1. Do you wish to extract all (or a significant portion) of the information stored inside this system (with the intent of loading it into another system)? *(Select One)*
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1. Do you wish to extract all (or a significant portion) of the information stored inside this system (with the intent of loading it into another system)? _(Select One)_
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- [ ] Yes *(proceed to question 2)*
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- [ ] No *(proceed to next section)*
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- [ ] Yes _(proceed to question 2)_
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- [ ] No _(proceed to next section)_
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2. If the answer to question 1. is `Yes`, which types of objects do you want to extract? *(Select One)*
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2. If the answer to question 1. is `Yes`, which types of objects do you want to extract? _(Select One)_
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- [ ] All types of objects
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- [ ] Only certain types of objects *(List types of objects here)*:
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`__________________________________`
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- [ ] Only certain types of objects _(List types of objects here)_:
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`__________________________________`
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3. For a given object type, do you want to extract all objects of that type or only objects that match a set of criteria? *(Select One)*
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3. For a given object type, do you want to extract all objects of that type or only objects that match a set of criteria? _(Select One)_
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- [ ] All objects
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- [ ] Only objects meeting some criteria *(Describe criteria)*:
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`__________________________________`
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- [ ] Only objects meeting some criteria _(Describe criteria)_:
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`__________________________________`
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## Detect Data/Object Changes
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1. Do you wish to be able to trigger a flow when data is added to or changed within the system? *(Select One)*
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1. Do you wish to be able to trigger a flow when data is added to or changed within the system? _(Select One)_
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- [ ] Yes *(proceed to question 2)*
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- [ ] No *(proceed to next section)*
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- [ ] Yes _(proceed to question 2)_
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- [ ] No _(proceed to next section)_
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2. If the answer to question 1. is `Yes`, which types of objects do you want to detect changes for? *(Select One)*
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2. If the answer to question 1. is `Yes`, which types of objects do you want to detect changes for? _(Select One)_
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- [ ] All types of objects
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- [ ] Only certain types of objects *(List types of objects here)*:
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`__________________________________`
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- [ ] All types of objects
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- [ ] Only certain types of objects _(List types of objects here)_:
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`__________________________________`
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3. For a given object type, do you want to detect changes for all objects of that type or only objects that match a set of criteria? *(Select One)*
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3. For a given object type, do you want to detect changes for all objects of that type or only objects that match a set of criteria? _(Select One)_
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- [ ] All objects
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- [ ] Only objects meeting some criteria *(Describe criteria)*:
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`__________________________________`
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- [ ] All objects
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- [ ] Only objects meeting some criteria _(Describe criteria)_:
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`__________________________________`
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4. Do you wish to detect object deletion? *(Select One)*
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4. Do you wish to detect object deletion? _(Select One)_
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- [ ] Yes
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- [ ] No
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- [ ] Yes
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- [ ] No
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5. Do you wish to detect object merges? *(Select One)*
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5. Do you wish to detect object merges? _(Select One)_
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*(Example: Duplicate Contact Merge)*
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_(Example: Duplicate Contact Merge)_
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- [ ] Yes
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- [ ] No
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- [ ] Yes
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- [ ] No
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6. Do you need to observe changes in many-to-many relationships? *(Select One)*
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6. Do you need to observe changes in many-to-many relationships? _(Select One)_
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- [ ] Yes
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- [ ] No
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- [ ] Yes
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- [ ] No
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7. How do you prefer to detect these changes? *(Select One)*
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7. How do you prefer to detect these changes? _(Select One)_
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- [ ] By polling
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- [ ] Through a webhook
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- [ ] Both mechanisms are preferred (webhook is default mechanism but polling
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mechanism is required to recover from webhook downtime)
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mechanism is required to recover from webhook downtime)
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## System Specific Event Observation
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1. Do you wish to be able to trigger a flow when events or modifications happen within the system which are distinct from *CRUD* operations? *(Select One)*
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1. Do you wish to be able to trigger a flow when events or modifications happen within the system which are distinct from _CRUD_ operations? _(Select One)_
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_(Examples: an email tracking program detects that an email has been opened,
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some async operation has been completed)_
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*(Examples: an email tracking program detects that an email has been opened,
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some async operation has been completed)*
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- [ ] Yes _(List specific events)_: `________________________` _(proceed to question 2)_
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- [ ] No _(proceed to next section)_
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- [ ] Yes *(List specific events)*: `________________________` *(proceed to question 2)*
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- [ ] No *(proceed to next section)*
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2. For a given event type, do you want to detect events or only events that match a set of criteria? _(Select One)_
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2. For a given event type, do you want to detect events or only events that match a set of criteria? *(Select One)*
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- [ ] All events
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- [ ] Only events meeting some criteria *(Describe criteria)*:
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`__________________________________`
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- [ ] All events
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- [ ] Only events meeting some criteria _(Describe criteria)_:
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`__________________________________`
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## Lookup Information in the System
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1. Assuming that the system supports a query language, would you like to be able to construct queries in that language to be executed? *(Select One)*
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1. Assuming that the system supports a query language, would you like to be able to construct queries in that language to be executed? _(Select One)_
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- [ ] Yes
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- [ ] No/The system does not support such a language
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2. Do you need to lookup a record in the system based on some criteria which uniquely identifies at most one record? *(Select One)*
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2. Do you need to lookup a record in the system based on some criteria which uniquely identifies at most one record? _(Select One)_
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- [ ] Yes *(proceed to question 3)*
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- [ ] No *(proceed to question 4)*
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- [ ] Yes _(proceed to question 3)_
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- [ ] No _(proceed to question 4)_
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3. Are the uniqueness constraints mentioned in question 2. identifiable from the metadata provided by the system? *(Select One)*
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3. Are the uniqueness constraints mentioned in question 2. identifiable from the metadata provided by the system? _(Select One)_
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- [ ] Yes
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- [ ] I don't know
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- [ ] No
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4. Do you need to query for sets of records matching some criteria? *(Select One)*
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4. Do you need to query for sets of records matching some criteria? _(Select One)_
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- [ ] Yes *(List search criteria which will be used)*: `________________________`
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- [ ] Yes _(List search criteria which will be used)_: `________________________`
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- [ ] No
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## Modify Records in the System
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1. Do you wish to be able to create and/or update objects in the system? *(Select One)*
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- [ ] Yes *(proceed to question 2)*
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- [ ] No *(proceed to next section)*
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1. Do you wish to be able to create and/or update objects in the system? _(Select One)_
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- [ ] Yes _(proceed to question 2)_
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- [ ] No _(proceed to next section)_
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2. Do you wish to be able to delete objects in the system? _(Select One)_
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2. Do you wish to be able to delete objects in the system? *(Select One)*
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- [ ] Yes
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- [ ] No
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3. Are there links between objects within your system that you would like to modify? *(Select One)*
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3. Are there links between objects within your system that you would like to modify? _(Select One)_
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- [ ] Yes *(proceed to question 4)*
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- [ ] No *(proceed to question 6)*
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- [ ] Yes _(proceed to question 4)_
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- [ ] No _(proceed to question 6)_
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4. Would you like to be able to delete links within your system? *(Select One)*
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4. Would you like to be able to delete links within your system? _(Select One)_
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- [ ] Yes
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- [ ] No
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5. Assuming a parent/child relationship between objects in the system, would you like to create children at the time the parent is created? *(Select One)*
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5. Assuming a parent/child relationship between objects in the system, would you like to create children at the time the parent is created? _(Select One)_
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- [ ] Yes
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- [ ] No/I don't have parent/child relationships between objects
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6. Which types of objects do you want to modify? *(Select One)*
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6. Which types of objects do you want to modify? _(Select One)_
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- [ ] All types of objects
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- [ ] Only certain types of objects *(List types of objects here)*:
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`__________________________________`
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- [ ] Only certain types of objects _(List types of objects here)_:
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`__________________________________`
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7. Is there any data related to an object that is not part of that object which you wish to set? *(Select One)*
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7. Is there any data related to an object that is not part of that object which you wish to set? _(Select One)_
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*(Example: Set Inventory Level for Product)*
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_(Example: Set Inventory Level for Product)_
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- [ ] Yes *(List types of data here)*: `__________________________________`
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- [ ] No
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- [ ] Yes _(List types of data here)_: `__________________________________`
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- [ ] No
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8. Do you wish to merge objects in your system? *(Select One)*
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8. Do you wish to merge objects in your system? _(Select One)_
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*(Example: Duplicate Contact Merge)*
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_(Example: Duplicate Contact Merge)_
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- [ ] Yes
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- [ ] No
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## Perform a System Action/Invoke a System Function
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1. Assuming that the system supports a data modification language, would you like to be able to construct queries in that language to be executed? *(SelectOne)*
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1. Assuming that the system supports a data modification language, would you like to be able to construct queries in that language to be executed? _(SelectOne)_
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- [ ] Yes
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- [ ] No/The system does not support such a language
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2. Do you wish to be able to trigger events (which may or may not result in side-effects outside the system)? *(Select One)*
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2. Do you wish to be able to trigger events (which may or may not result in side-effects outside the system)? _(Select One)_
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- [ ] Yes *(List specific events)*: `________________________`
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- [ ] Yes _(List specific events)_: `________________________`
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- [ ] No
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3. Do you wish to be able to modify data in the system in a way which is distinct from CRUD operations? *(Select One)*
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3. Do you wish to be able to modify data in the system in a way which is distinct from CRUD operations? _(Select One)_
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- [ ] Yes *(Describe modifications)*: `________________________`
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- [ ] Yes _(Describe modifications)_: `________________________`
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- [ ] No
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4. Do you wish to be able to invoke calculations exposed by the system? *(Select One)*
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4. Do you wish to be able to invoke calculations exposed by the system? _(Select One)_
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- [ ] Yes *(Describe calculations)*: `________________________`
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- [ ] Yes _(Describe calculations)_: `________________________`
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- [ ] No
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## Expose Endpoint(s)
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1. Are there any endpoints in the API which you wish to invoke directly? *(Select One)*
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1. Are there any endpoints in the API which you wish to invoke directly? _(Select One)_
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- [ ] Yes *(List specific endpoints)*: `________________________`
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- [ ] Yes _(List specific endpoints)_: `________________________`
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- [ ] No
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2. Do you wish to be able to construct generic requests against the API? *(Select One)*
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2. Do you wish to be able to construct generic requests against the API? _(Select One)_
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- [ ] Yes
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- [ ] No

Adapters/AdapterChecklists/README.md

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# Completeness Checklists for Adapters
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The documents in this folder are designed to be checklists. Here is a list of
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The documents in this folder are designed to be checklists. Here is a list of
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current checklists:
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* [`AdapterGoalChecklist.md`](AdapterGoalChecklist.md):
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Provides a menu of functionality that could exist in a connector. Can be
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provided to a non-CSP MSE (CSP consumer) requesting the construction of a
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connector.
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* [`AdapterFunctionalityChecklist.md`](AdapterFunctionalityChecklist.md):
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Provide a menu of functionality that could exist in a connector. Can be used
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to:
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* Be provided to formalize estimates for a non-CSP MSE (CSP consumer) requesting
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the construction of a connector
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* Be used to track connector completeness based on the functionality provided by
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the API
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* [`QualityCheckResultsTemplate.md`](QualityCheckResultsTemplate.md):
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Provides a template to document the results from adapter quality checks.
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- [`AdapterGoalChecklist.md`](AdapterGoalChecklist.md):
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Provides a menu of functionality that could exist in a connector.
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- [`AdapterFunctionalityChecklist.md`](AdapterFunctionalityChecklist.md):
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Provide a menu of functionality that could exist in a connector. Can be used to track connector completeness based on the functionality provided by
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the API
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- [`QualityCheckResultsTemplate.md`](QualityCheckResultsTemplate.md):
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Provides a template to document the results from adapter quality checks.

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