Opal Category Types API

The Category Types API from Opal — 2 operation(s) for category types.

Operations 5

GET /loupe/v3/category_types Get Category Types available to the authenticated user. #
POST /loupe/v3/category_types Create a new Category Type resource #
GET /loupe/v3/category_types/{category_type_id} Get the Category Type resource that has the given id #
PATCH /loupe/v3/category_types/{category_type_id} Update the Category Type resource that has the given id #
DELETE /loupe/v3/category_types/{category_type_id} Delete the Category Type resource that has the given id #

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OpenAPI Specification

opal-category-types-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  version: 3.0.0
  title: Opal API (⚠️ WIP) Category Types API
  license:
    name: Opal API License
    url: https://www.workwithopal.com/api-license
  description: "The key words “MUST”, “MUST NOT”, “REQUIRED”, “SHALL”, “SHALL NOT”, “SHOULD”, “SHOULD NOT”, “RECOMMENDED”, “NOT RECOMMENDED”, “MAY”, and “OPTIONAL” in this document are to be interpreted as described in [BCP 14](https://tools.ietf.org/html/bcp14) [[RFC2119](https://tools.ietf.org/html/rfc2119)] [[RFC8174](https://tools.ietf.org/html/rfc8174)] when, and only when, they appear in all capitals, as shown here.\n\n# Other API Versions\n\nThe [v2 API](/api/documentation/v2) is more complete than the v3 API. Currently, if a resource has endpoints in both the v2 API and the v3 API you **SHOULD** use the v2 API endpoints. At some point in the future we will recommend the v3 API instead.\n\n*Note:* Endpoints will be added to the v3 API as needed, and we will continue to support all v2 API endpoints in the  “JSON:API” and “Other” categories, even if we add an equivalent v3 API endpoint.\n\n# Key differences between v2 and v3 APIs\n\n## Resource Identifiers\n\nThe v3 API uses a different format for primary resource identifiers than the v2 API. Responses from v3 API endpoints include the resource’s v2 API id in the `attributes.legacy_id` field, in case you need to use both API versions. (v2 API resource identifiers are generally integers, but v2 API endpoints **MAY** use a different format.)\n\n*Note:* These are opaque strings, and you **MUST NOT** rely on the structure. Currently newly-created resources have a UUIDv4 identifier, but this behavior **MAY** change at any time. Existing identifiers will not be affected.\n\n# Documentation Organization\n\nv3 API endpoints are categorized by stability:\n\n1. Stable\n2. Unstable\n3. Proposed\n4. Experimental\n\nAll v3 API endpoints are [JSON:API](https://jsonapi.org)-compliant ([specification](https://jsonapi.org/format/)) and can be used with any [JSON:API-compliant client](https://jsonapi.org/implementations/).\n\nYour requests **MUST** set the `Accept` HTTP header to `application/vnd.api+json`. The server response’s `Content-Type` HTTP header will also be `application/vnd.api+json`.\n\n## Unstable Endpoints\n\n*Note:* This generally refers resources in the “Unstable” category, but includes endpoints with a summary that’s prefixed by `[UNSTABLE]`. These `[UNSTABLE]` endpoints may be part of a “Stable” resource.\n\nThe data structure and behavior of “Unstable” endpoints are not guaranteed, and we **MAY** change them at any time. You **MUST NOT** use these endpoints for production features, but **MAY** use them as a preview of upcoming features, and we welcome feedback.\n\n## Proposed Endpoints\n\n“Proposed” endpoints **MUST NOT** be used (they’re not yet implemented), and we **MAY** change or remove them at any time. We publish them at our discretion to share our plans and encourage internal feedback. We also welcome your feedback.\n\n# Design Principles\n\n## Breaking Changes\n\nWe **MAY** expand the data for “Stable” resources, but will not change or remove existing attributes or relationships for these resources. These expansions should not require any changes to your code.\n\nWe provide no guarantees for “Unstable,” \"Experimental,\" or “Proposed” endpoints.\n\n## Firehose Rule\n\nBy default endpoints include all the relevant data that’s accessible to the authenticated user. Clients **MAY** specify filters, ordering, pagination, sparse fields, and other limiting mechanisms to pare down the desired data.\n\n*Note:* Existing endpoints **MAY NOT** follow this maximalist approach, but new endpoints will, and we **MAY** enhance existing endpoints.\n\n## Obscurity\n\nIn order to provide customers with as much privacy as possible, many API calls that fail authorization will return `404 Not Found` rather than `403 Forbidden`. Do not design frontends around the expectation that a `404 Not Found` status code means a resource would not be returned given different authentication credentials.\n\n# Authentication Strategies\n## OAuth 2.0\nOpal uses OAuth 2.0 (https://oauth.net/2) to authenticate users and grant access to protected resources. After registering your application as an OAuth client, you must get permission from each user before accessing their account.\n\nThe main steps are:\n\n1. Register your application\n2. Direct the user to Opal, to authorize your application\n3. Opal confirm's user identity, and asks the user to grant your application permissions\n4. Opal issues tokens your application can use to access the user's Opal resources\n5. Your application can begin making requests to the Opal API on behalf of the user\n\n### Roles\n#### Client\nThe 3rd-party application accessing the API on behalf of the User.\n\n#### API\nAPI endpoints used to interact with a User's resources in Opal.\n\n#### User\nThe person authorizing the Client to access to their Opal account.\n\n### Registering your application\nApplication registration is currently a manual process.\n\nTo begin, you will need to provide the following information to the Opal integrations team:\n\n- Application name\n- Logo URI\n- Redirect URI\n\nIn return, expect to receive:\n\n- Client ID\n  - public\n- Application secret\n  - keep this private\n  - keep this written down someplace safe. Opal cannot retrieve this for you if it is lost.\n\n### Authorization\nFor a Client to make API requests on behalf of Users, the User must first give consent.\nHere is an overview of the consent flow:\n\n1. Direct the User to grant access in Opal\n\n```\nhttps://login.ouropal.com/oauth2/auth?grant_type=authorization_code&scope=offline_access&response_type=code&client_id={client_id}&state={state}&redirect_uri={url_encoded_redirect}\n```\n\nParameters:\n- `client_id`: Provided by Opal.\n- `grant_type`: Set the value to authorization_code to receive a code string that can be exchanged for an access token.\n- `redirect_uri`: Defined by Client. After authentication, the user will be directed to this location.\n- `response_type`: The value code should be set for refresh tokens to be issued.\n- `scope`: The value offline_access must be present if you wish to use refresh tokens.\n- `state`: Defined by the Client. A unique value used to validate the response.\n\n\n2. If logged out, User is directed to log in to Opal\n\n3. User is redirected to consent page (if the User has not already given consent)\n\n```\nhttps://login.ouropal.com/oauth2/consent?consent_challenge=abc123\n```\n\n4. If the User grants permission, User is sent to the specified `redirect_uri`\n\n```\nhttps://example.com/defined-by-client?code=Mu9z2DndN7TfXSLaf99O8ReqqXqMabXhSqP5e0jlx_Q.naLKbko-GyfPJRGYcWyclxU0sBGwygPy05OSFww0XZ8&scope=offline_access&state={state}\n```\n\nParameters:\n- `code`: The Client may use this to get an access token.\n- `scope`: API permissions granted to the Client by the User.\n- `state`: The validation string provided by the Client in step 1.\n\nIf the User declines the consent prompt, User will be sent to the same `redirect_uri`, but with an error parameter :\n\n```\nhttps://example.com/defined-by-client?error=consent+request+denied&state={state}\n```\n\nParameters:\n- `error`: A brief description of the issue.\n- `state`: The validation string provided by the Client in step 1.\n\n### Retrieving Access Token\nYou must make a POST request to the token endpoint to get an access token, before the code expires:\n\n```\ncurl -X POST \\\n  https://login.ouropal.com/oauth2/token \\\n  -H 'Content-Type: application/x-www-form-urlencoded' \\\n  -d 'code={code}&client_id={client_id}&redirect_uri={url_encoded_redirect}&client_secret={client_secret}&grant_type=authorization_code'\n```\n\nParameters:\n- `code`\n- `client_id`: Client ID provided by Opal.\n- `client_secret`: Client secret provided by Opal.\n- `grant_type`: Set value to authorization_code .\n- `redirect_uri`: Optional.\n\nIf successful, a JSON-formatted response body will contain the access_token and refresh_token:\n\n```json\n{\n  \"access_token\":\"ABC123\",\n  \"token_type\":\"bearer\",\n  \"expires_in\":3600,\n  \"refresh_token\":\"DEF456\",\n  \"scope\":\"offline_access\"\n}\n```\n\n### Refreshing an Access Token\nOnce the access_token expires, you may generate a new one at the same token endpoint, but with different parameters.\nNote that in this request, a \"refresh_token\" parameter is used instead of \"code\", and the \"grant_type\" value is now \"refresh_token\" instead of \"authorization_code\".\n\n```\ncurl -X POST \\\n  https://login.ouropal.com/oauth2/token \\\n  -H 'Content-Type: application/x-www-form-urlencoded' \\\n  -d 'refresh_token={refresh_token}&client_id={client_id}&redirect_uri={url_encoded_redirect}&client_secret={secret}&grant_type=refresh_token'\n```\n\nParameters:\n- `client_id`: Client ID provided by Opal.\n- `client_secret`: Client secret provided by Opal.\n- `grant_type`: Set value to refresh_token .\n- `redirect_uri`: Optional.\n- `refresh_token`: Refresh token value\n\n### Making Authenticated Requests\n\nSet an authorization header in your requests, specifying your access token as documented here: https://tools.ietf.org/html/rfc6750#section-2.1.\n\n**NOTE** that the `Authorization` header supercedes the `Session-Token` header described in the documentation for many endpoints. Specifying an `Authorization` header means you do not need to specify a `Session-Token` header.\n\n```\nAuthorization: Bearer ACCESS_TOKEN\n```\n\nFor example:\n```\n     GET /resource HTTP/1.1\n     Host: server.example.com\n     Authorization: Bearer mF_9.B5f-4.1JqM\n```\n\n### Client Revoke/Rolling OAuth secrets\nClient secrets must be kept secret and not exposed outside of the token retrieval requests. If a secret has been potentially compromised, please notify Opal as soon as possible and let us know the OAuth client id associated with the secret. We will roll/update the secret, which will invalidate all existing access and refresh tokens. Invalidating tokens will cause users to need to reauthenticate, but consent should be remembered.\n"
servers:
- url: https://login.ouropal.com
tags:
- name: Category Types
paths:
  /loupe/v3/category_types:
    get:
      tags:
      - Category Types
      operationId: ReadCategoryTypesV3
      summary: Get Category Types available to the authenticated user.
      security:
      - oauth2:
        - offline_access
      - api_key: []
      parameters:
      - name: filter
        in: query
        description: 'Filters for limiting the results.

          '
        required: true
        schema:
          type: object
          required:
          - workspace_id
          properties:
            only_active:
              description: Don't return Category Types with a non-null deactivated_at.
              type: boolean
            workspace_id:
              description: Only return Category Types for the given workspace.
              type: string
              format: uuid
            id:
              description: A comma separated list of Category Type `id`s to filter by.
              type: array
              items:
                type: string
                format: uuid
        style: deepObject
        explode: true
      - name: include
        in: query
        required: false
        description: A comma separated value of related objects to include.
        schema:
          type: array
          items:
            type: string
            enum:
            - custom_fields
            - default_child_type
        style: form
        explode: false
      - name: page
        description: Specify an offset and limit for pagination
        in: query
        required: false
        schema:
          type: object
          properties:
            limit:
              type: integer
              default: 50
            offset:
              type: integer
        style: deepObject
        explode: true
      responses:
        '200':
          description: A collection of Category Types.
          content:
            application/json:
              schema:
                type: object
                required:
                - data
                - meta
                properties:
                  data:
                    type: array
                    items:
                      title: category_type
                      type: object
                      required:
                      - id
                      - type
                      - attributes
                      - relationships
                      additionalProperties: false
                      properties:
                        id:
                          type: string
                          format: uuid
                        type:
                          type: string
                          enum:
                          - category_type
                        attributes:
                          type: object
                          required:
                          - created_at
                          - name
                          - supported_paired_type
                          additionalProperties: false
                          properties:
                            name:
                              type: string
                              description: The name that will be displayed in the Opal application UI.
                            description:
                              type:
                              - string
                              - 'null'
                              description: A description of the record.
                            supported_paired_type:
                              type:
                              - string
                              - 'null'
                              default: null
                              enum:
                              - moment
                              - null
                              description: Whether blocks of this type will have resources of the given type paired with them. Moment pairing allows teams to work with the same resources from the Plan (via blocks) or from a Board or Calendar (via Moments). Once set to 'moment', this property cannot be set back to null. Blocks created with a type that supports moment pairing will always have paired moments. Conversely, blocks created with types that do not support moment pairing will not have paired moments (unless moment pairing support is added to the type later).
                            created_at:
                              type: string
                              format: date-time
                              description: An ISO 8601-formatted datetime indicating when the resource was created.
                              readOnly: true
                            updated_at:
                              type: string
                              format: date-time
                              description: An ISO 8601-formatted datetime indicating when the resource was last updated.
                              readOnly: true
                            deactivated_at:
                              type:
                              - string
                              - 'null'
                              format: date-time
                              description: An RFC 3339 date-time. If present, indicates the record has been deactivated (but not deleted).
                            has_explicit_custom_field_order:
                              type: boolean
                              default: false
                              description: 'If true, the category type uses its own saved order for `custom_fields`.

                                If false, ordering falls back to the global custom field order (e.g., `custom_fields.created_at`).

                                '
                        relationships:
                          type: object
                          required:
                          - creator
                          - workspace
                          - in_support_of_category_types
                          additionalProperties: false
                          properties:
                            creator:
                              title: User
                              type: object
                              required:
                              - data
                              additionalProperties: false
                              properties:
                                data:
                                  type: object
                                  required:
                                  - id
                                  - type
                                  additionalProperties: false
                                  properties:
                                    id:
                                      type: string
                                      format: uuid
                                    type:
                                      type: string
                                      enum:
                                      - user
                            workspace:
                              type: object
                              required:
                              - data
                              additionalProperties: false
                              properties:
                                data:
                                  type: object
                                  required:
                                  - id
                                  - type
                                  additionalProperties: false
                                  properties:
                                    id:
                                      type: string
                                      format: uuid
                                    type:
                                      type: string
                                      enum:
                                      - workspace
                            custom_fields:
                              type: object
                              required:
                              - data
                              additionalProperties: false
                              properties:
                                data:
                                  type: array
                                  items:
                                    type: object
                                    required:
                                    - id
                                    - type
                                    additionalProperties: false
                                    properties:
                                      id:
                                        type: string
                                        format: uuid
                                      type:
                                        type: string
                                        enum:
                                        - custom_field
                            default_child_type:
                              type: object
                              required:
                              - data
                              additionalProperties: false
                              properties:
                                data:
                                  type:
                                  - object
                                  - 'null'
                                  required:
                                  - id
                                  - type
                                  additionalProperties: false
                                  properties:
                                    id:
                                      type: string
                                      format: uuid
                                    type:
                                      type: string
                                      enum:
                                      - category_type
                            in_support_of_category_types:
                              description: 'A list of category_types that this type is configured to support.

                                '
                              type: object
                              required:
                              - data
                              additionalProperties: false
                              properties:
                                data:
                                  type: array
                                  items:
                                    type: object
                                    required:
                                    - id
                                    - type
                                    additionalProperties: false
                                    properties:
                                      id:
                                        type: string
                                        format: uuid
                                      type:
                                        type: string
                                        enum:
                                        - category_type
                  included:
                    type: array
                    items:
                      oneOf:
                      - title: block
                        type: object
                        required:
                        - id
                        - type
                        - attributes
                        - relationships
                        additionalProperties: false
                        properties:
                          id:
                            type: string
                            format: uuid
                          type:
                            type: string
                            enum:
                            - block
                          meta:
                            type:
                            - object
                            - 'null'
                            description: 'Optionally calculated block metadata which are not part of responses by default.

                              '
                            additionalProperties: false
                            properties:
                              effective_category_type:
                                type:
                                - object
                                - 'null'
                                description: The Block resource's most immediate ancestor's Category Type. See documentation for Category Type for additional details.
                                additionalProperties: false
                                properties:
                                  id:
                                    type: string
                                    description: The Category Type's ID
                                  name:
                                    type: string
                                    description: The Category Type's display name
                                  description:
                                    type:
                                    - string
                                    - 'null'
                                    description: Optional additional descriptive text.
                                  deactivated_at:
                                    type:
                                    - string
                                    - 'null'
                                    format: date-time
                                    description: A flag indicating whether the category type is deactivated.
                              effective_privacy:
                                type: string
                                enum:
                                - whole_workspace
                                - some_but_not_all
                                description: 'The effective privacy of a resource is calculated based on all direct and

                                  inherited access. If a resource or any of its parents that it inherits

                                  access from are accessible to the entire workspace, the effective privacy

                                  is `whole_workspace`. Otherwise, the effective privacy is

                                  `some_but_not_all`.

                                  '
                              custom_fields:
                                type: array
                                description: "This metadata is available when requesting block resources from the\n`loupe/v3/blocks/{block_id}` `GET` endpoint.\n\nYou request that this metadata be included in responses with the `expose` query \nparameter like: `loupe/v3/blocks/{block_id}?expose[block][meta][custom_fields]`.\n\nEffective custom fields include both **directly assigned** and **inherited** fields from \nthe associated category type. Inherited fields may, or may not, have explicit \n`block_custom_field_value`s.\n\nThe result is a list of effective custom fields for the block. Can be empty or\ncontain multiple instances of any custom field type.\n\nOrdering:\n- Inherited custom fields appear first, ordered by the associated\n  Category Type’s saved custom field order.\n- Directly assigned custom fields (via block_custom_field_values)\n  follow, preserving their relative order as returned by the service.\n"
                                items:
                                  type: object
                                  required:
                                  - id
                                  - display_name
                                  - type
                                  - options
                                  - deactivated_options
                                  - association_type
                                  - data
                                  additionalProperties: false
                                  properties:
                                    id:
                                      type: string
                                      format: uuid
                                      description: The ID of the custom field.
                                    display_name:
                                      type: string
                                      description: The display name for this custom field.
                                    type:
                                      type: string
                                      enum:
                                      - textarea
                                      - singleSelect
                                      - multiSelect
                                      - date
                                      - url
                                      - usersSelect
                                      description: The type of custom field.
                                    association_type:
                                      type: string
                                      description: Indicates whether the field is `direct` (explicitly assigned to the block) or `inherited` (comes from the category type).
                                      enum:
                                      - direct
                                      - inherited
                                    options:
                                      type: array
                                      description: Active options for this custom field (for select types). Empty array for non-select types.
                                      items:
                                        type: object
                                        required:
                                        - id
                                        - display_name
                                        - position
                                        properties:
                                          id:
                                            type: string
                                            format: uuid
                                          display_name:
                                            type: string
                                          position:
                                            type: integer
                                    deactivated_options:
                                      type: array
                                      description: Deactivated options for this custom field (for select types). Empty array for non-select types.
                                      items:
                                        type: object
                                        required:
                                        - id
                                        - display_name
                                        - position
                                        properties:
                                          id:
                                            type: string
                                            format: uuid
                                          display_name:
                                            type: string
                                          position:
                                            type: integer
                                    data:
                                      description: The value for this custom field. Can be null for fields that have no value set.
                                      oneOf:
                                      - title: Field Value
                                        type: object
                                        required:
                                        - id
                                        - value
                                        properties:
                                          id:
                                            type: string
                                            format: uuid
                                            description: The ID of the custom field value.
                                          value:
                                            oneOf:
                                            - title: Textarea Value
                                              type: object
                                              required:
                                              - value
                                              properties:
                                                value:
                                                  type:
                                                  - string
                                                  - 'null'
                                                  description: The text content.
                                            - title: Multi Select Value
                                              type: object
                                              required:
                                              - ids
                                              properties:
                                                ids:
                                                  type: array
                                                  description: List of selected option IDs.
                                                  items:
                                                    type: string
                                                    format: uuid
                                            - title: Single Select Value
                                              type: object
                                              required:
                                              - id
                                              properties:
                                                id:
                                                  type:
                                                  - string
                                                  - 'null'
                                                  format: uuid
                                                  description: The selected option ID.
                                            - title: Date Value
                                              type: object
                                              required:
                                              - value
                                              properties:
                                                value:
                                                  type:
 

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