> ## Documentation Index
> Fetch the complete documentation index at: https://api-docs.helpyousponsor.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Combined hard- and soft-credit transaction history for a donor

> Returns the donor's full giving history — both direct donations (`hard_credit`) and soft credits (`soft_credit`) — merged and sorted by date desc, then paginated. Soft-credited rows whose underlying donation has been soft-deleted are filtered out. Also returns top-level `totals` for hard credits, soft credits, and influenced (sum) so the UI can show the donor scoreboard without a second request. Requires permission: `donors_view` (also satisfied by `donors_manage`).



## OpenAPI

````yaml get /admin/donors/{donor_id}/all-credits
openapi: 3.0.0
info:
  title: Gratona API
  description: >-
    REST API for the Gratona fundraising platform, including donor, donation,
    sponsorship, program, event, and integration workflows. Endpoints are
    organized by tag. Most endpoints require either a Passport bearer token or
    an issued API key — see the Security Schemes section.
  contact:
    name: Gratona Engineering
    url: https://gratona.com
    email: devs@gratona.com
  version: 1.0.0
servers:
  - url: https://api.gratona.com/v1
    description: Server Version 1.0.0
security: []
tags:
  - name: Auth
    description: >-
      Login, signup, logout, password reset, and email verification for admin
      users and donors.
  - name: Donors
    description: >-
      Donor records: CRUD, profile fields, household linkage, search, filters,
      merge, and duplicate detection.
  - name: Donations
    description: >-
      Individual donation records, recurring commitments, soft credits, refunds,
      designations, and exports.
  - name: Sponsorships
    description: >-
      Donor-to-entity sponsorship relationships, lifecycle transitions, and
      sponsorship-specific filters.
  - name: Entities
    description: >-
      Recipient records (children, families, projects, animals, etc.), their
      status, and entity-level fields.
  - name: Programs
    description: >-
      Program / campaign configuration: hierarchy, settings, and program-level
      metadata.
  - name: Forms
    description: >-
      Custom form builder (HysForm), form fields, standardized donor fields, and
      field migrations.
  - name: Trips
    description: >-
      Mission-trip management: trips, participants, budgets, tasks,
      e-signatures, fundraising milestones, and background checks.
  - name: Communications
    description: >-
      Email templates, SMS, newsletters, donor email manager, and per-donor
      notes.
  - name: Payments
    description: >-
      Payment-gateway management (Stripe, PayPal, Flutterwave, QuickBooks).
      Excludes inbound webhooks — see the Webhooks tag.
  - name: Reports
    description: Dashboards, analytics, scheduled reports, and exports.
  - name: Admin
    description: >-
      Client-account administration: users, groups/permissions, settings,
      integrations, and account lifecycle.
  - name: Donor Portal
    description: >-
      Endpoints consumed by the donor-facing portal (donor login, dashboard,
      donation history, messages).
  - name: Recipient Portal
    description: Endpoints consumed by the recipient-facing portal.
  - name: Public
    description: >-
      Unauthenticated public endpoints: donor signup, public trip pages,
      peer-to-peer campaigns, public checkout.
  - name: Webhooks
    description: >-
      Inbound webhooks from third parties (Stripe, PayPal, Flutterwave, Checkr,
      DropboxSign). Annotated minimally for reference; payload shapes are owned
      by the upstream provider.
  - name: Client
    description: Client
  - name: Email Settings
    description: Email Settings
  - name: Admin Dashboard
    description: Admin Dashboard
  - name: Historical Archived Updates
    description: Historical Archived Updates
  - name: Team & access
    description: Team & access
  - name: Files
    description: Files
  - name: Wrapped
    description: Wrapped
  - name: Donor SignUp
    description: Donor SignUp
  - name: Frontend
    description: Frontend
  - name: User
    description: User
paths:
  /admin/donors/{donor_id}/all-credits:
    get:
      tags:
        - Donations
      summary: Combined hard- and soft-credit transaction history for a donor
      description: >-
        Returns the donor's full giving history — both direct donations
        (`hard_credit`) and soft credits (`soft_credit`) — merged and sorted by
        date desc, then paginated. Soft-credited rows whose underlying donation
        has been soft-deleted are filtered out. Also returns top-level `totals`
        for hard credits, soft credits, and influenced (sum) so the UI can show
        the donor scoreboard without a second request. Requires permission:
        `donors_view` (also satisfied by `donors_manage`).
      operationId: 26d334d275ac82877bb4625fe49bc20e
      parameters:
        - name: donor_id
          in: path
          description: Donor whose credit history to fetch.
          required: true
          schema:
            type: integer
          example: 12345
        - name: pageSize
          in: query
          description: Rows per page. Defaults to 10.
          required: false
          schema:
            type: integer
          example: 10
        - name: pageIndex
          in: query
          description: 1-indexed page number. Defaults to 1.
          required: false
          schema:
            type: integer
          example: 1
      responses:
        '200':
          description: Combined credit history.
          content:
            application/json:
              schema:
                properties:
                  donor:
                    $ref: '#/components/schemas/Donor'
                  transactions:
                    description: >-
                      Page of transactions, each either a hard credit or soft
                      credit.
                    type: array
                    items:
                      properties:
                        id:
                          description: >-
                            Donation id for hard credits, or `sc_<id>` for soft
                            credits.
                          example: sc_55
                          oneOf:
                            - type: integer
                            - type: string
                        type:
                          type: string
                          enum:
                            - hard_credit
                            - soft_credit
                        credit_type:
                          description: Soft-credit only — `SoftCreditType.name`.
                          type: string
                        date:
                          type: string
                          format: date-time
                        amount:
                          description: Decimal amount as a string.
                          type: string
                        designation_type:
                          type: string
                        designation_id:
                          type: integer
                          nullable: true
                        method_id:
                          description: Hard-credit only.
                          type: integer
                          nullable: true
                        notes:
                          description: Soft-credit only.
                          type: string
                          nullable: true
                        original_donor:
                          description: >-
                            Soft-credit only — username of the underlying
                            donation's donor.
                          type: string
                        original_donation_id:
                          description: Soft-credit only.
                          type: integer
                      type: object
                  totals:
                    properties:
                      hard_credit_total:
                        type: string
                        example: '1500.00'
                      soft_credit_total:
                        type: string
                        example: '250.00'
                      influenced_total:
                        type: string
                        example: '1750.00'
                    type: object
                  pagination:
                    properties:
                      total:
                        type: integer
                        example: 42
                      pageSize:
                        type: integer
                        example: 10
                      pageIndex:
                        type: integer
                        example: 1
                    type: object
                  status:
                    type: string
                    example: success
                type: object
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedResponse'
        '404':
          description: Donor not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NotFoundResponse'
      security:
        - bearerAuth: []
        - apiKeyAuth: []
components:
  schemas:
    Donor:
      title: Donor
      description: >-
        A donor record. Donors give one-time donations and recurring
        commitments, and may be linked to entities (recipients) via
        sponsorships. Standardized profile columns (first_name, phone, address,
        etc.) coexist with arbitrary custom fields stored in `json_fields` and
        defined per `hysform_id`. The `username`/`email`/`password` columns also
        let donors sign in to the donor portal.
      required:
        - id
        - client_id
      properties:
        id:
          description: Internal donor ID.
          type: integer
          format: int64
          example: 12345
        client_id:
          description: >-
            Owning Gratona client (multi-tenant scope). All donor queries MUST
            filter by this.
          type: integer
          format: int64
          example: 207
        hysform_id:
          description: >-
            HysForm that defines this donor's profile fields (custom +
            standardized) — controls which keys appear in `json_fields`.
          type: integer
          format: int64
          example: 42
          nullable: true
        donorprogram_id:
          description: >-
            Program the donor signed up under, if applicable. Mostly
            informational.
          type: integer
          format: int64
          example: 11
          nullable: true
        household_id:
          description: >-
            Household this donor is linked to, when joint giving / partner
            records are tracked together.
          type: integer
          format: int64
          example: 88
          nullable: true
        type:
          description: >-
            Donor entity type. `organization` donors use `organization_name`
            instead of first/last.
          type: string
          enum:
            - individual
            - organization
          example: individual
          nullable: true
        username:
          description: >-
            Login username for the donor portal. Must be unique across donors
            when set.
          type: string
          example: janedoe
          nullable: true
        email:
          description: Donor email — used for receipts, statements, and donor-portal login.
          type: string
          format: email
          example: jane@example.com
          nullable: true
        organization_name:
          description: >-
            For `type=organization` donors. Standardized field; mirrored in
            `json_fields.organization` for legacy clients.
          type: string
          example: Acme Foundation
          nullable: true
        first_name:
          description: Donor first / given name. Standardized field.
          type: string
          example: Jane
          nullable: true
        last_name:
          description: Donor last / family name. Standardized field.
          type: string
          example: Doe
          nullable: true
        preferred_contact_method:
          description: How the donor prefers to be contacted.
          type: string
          enum:
            - email
            - phone
            - sms
            - mail
          example: email
          nullable: true
        phone:
          description: Phone number as entered by the user (display format).
          type: string
          example: (555) 123-4567
          nullable: true
        phone_e164:
          description: >-
            Phone normalized to E.164 for SMS/dialing. Populated by the phone
            normalization pipeline.
          type: string
          example: '+15551234567'
          nullable: true
        can_receive_sms:
          description: Whether SMS opt-in is granted for this donor.
          type: boolean
          example: true
        street:
          description: Street address line 1 (standardized).
          type: string
          example: 123 Main St
          nullable: true
        address_line2:
          description: Street address line 2 (apartment, unit, suite).
          type: string
          example: Apt 4B
          nullable: true
        city:
          description: City.
          type: string
          example: Springfield
          nullable: true
        state:
          description: State / region (free-form display value).
          type: string
          example: IL
          nullable: true
        zip:
          description: Postal / ZIP code.
          type: string
          example: '62704'
          nullable: true
        country:
          description: Country display name.
          type: string
          example: United States
          nullable: true
        country_code:
          description: ISO 3166-1 alpha-2 country code.
          type: string
          example: US
          nullable: true
        subdivision_code:
          description: ISO 3166-2 country subdivision code.
          type: string
          example: US-IL
          nullable: true
        json_fields:
          description: >-
            Arbitrary custom fields keyed by `hysform_id` configuration. Values
            are typically strings, but checkbox / multi-select fields may be
            arrays. Use `hysform_id` to look up the field definitions.
          type: object
          nullable: true
          additionalProperties: true
        year_to_date:
          description: >-
            Cached YTD giving totals (per year and per program), refreshed by
            background jobs.
          type: object
          nullable: true
          additionalProperties: true
        has_artifacts:
          description: Whether the donor has any uploads/photos attached.
          type: boolean
          example: false
        batch_id:
          description: >-
            Set when the donor was created via a CSV import batch; ties together
            donors imported in the same run.
          type: integer
          format: int64
          example: null
          nullable: true
        created_at:
          type: string
          format: date-time
          example: '2025-03-15T19:42:00Z'
        updated_at:
          type: string
          format: date-time
          example: '2026-01-02T08:11:00Z'
        deleted_at:
          description: >-
            Soft-delete timestamp; donors with a non-null value are excluded
            from default queries.
          type: string
          format: date-time
          example: null
          nullable: true
      type: object
    UnauthorizedResponse:
      title: UnauthorizedResponse
      description: >-
        Returned with HTTP 401 when the request lacks a valid Passport bearer
        token, a valid `X-HYS-API-Key`, or a valid session. The body is the
        simple `{message, status}` envelope emitted by `AuthenticateApiOrKey`.
      required:
        - message
        - status
      properties:
        message:
          description: >-
            Always the literal string `Unauthorized` from the `auth.api_or_key`
            middleware. Login endpoints return `Invalid Credentials` instead.
          type: string
          example: Unauthorized
        status:
          type: string
          example: error
      type: object
    NotFoundResponse:
      title: NotFoundResponse
      description: >-
        Returned with HTTP 404 when a resource lookup misses (typically because
        the id doesn't exist OR is scoped to a different `client_id`). Note:
        many endpoints intentionally collapse 'not found' and 'forbidden' into a
        single 404 to avoid leaking which records exist in another tenant.
      required:
        - message
      properties:
        message:
          description: >-
            Human-readable message. Often a more specific string like `Donor not
            found` or `Trip not found`.
          type: string
          example: Not Found
        status:
          type: string
          example: error
      type: object
  securitySchemes:
    bearerAuth:
      type: http
      description: Passport bearer token authentication for legacy admin sessions.
      scheme: bearer
      bearerFormat: JWT
    apiKeyAuth:
      type: apiKey
      description: Gratona API key sent with the compatibility header X-HYS-API-Key.
      name: X-HYS-API-Key
      in: header

````

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