Assign or clear a donor relationship manager

curl --request PATCH \
  --url https://api.gratona.com/v1/admin/donor/{donor_id}/assignment \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "relationship_manager_user_id": 42,
  "assigned_fundraiser_user_id": 42,
  "scope": "donor",
  "source": "donor_profile",
  "plan_impact_version": "issued-plan-impact-version",
  "plan_repairs": [
    {
      "plan_id": 42,
      "action": "archive_plan",
      "action_donor_id": 42,
      "reason": "Preserving the surviving donor plan."
    }
  ]
}
'

import requests

url = "https://api.gratona.com/v1/admin/donor/{donor_id}/assignment"

payload = {
    "relationship_manager_user_id": 42,
    "assigned_fundraiser_user_id": 42,
    "scope": "donor",
    "source": "donor_profile",
    "plan_impact_version": "issued-plan-impact-version",
    "plan_repairs": [
        {
            "plan_id": 42,
            "action": "archive_plan",
            "action_donor_id": 42,
            "reason": "Preserving the surviving donor plan."
        }
    ]
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.patch(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'PATCH',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    relationship_manager_user_id: 42,
    assigned_fundraiser_user_id: 42,
    scope: 'donor',
    source: 'donor_profile',
    plan_impact_version: 'issued-plan-impact-version',
    plan_repairs: [
      {
        plan_id: 42,
        action: 'archive_plan',
        action_donor_id: 42,
        reason: 'Preserving the surviving donor plan.'
      }
    ]
  })
};

fetch('https://api.gratona.com/v1/admin/donor/{donor_id}/assignment', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.gratona.com/v1/admin/donor/{donor_id}/assignment",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PATCH",
  CURLOPT_POSTFIELDS => json_encode([
    'relationship_manager_user_id' => 42,
    'assigned_fundraiser_user_id' => 42,
    'scope' => 'donor',
    'source' => 'donor_profile',
    'plan_impact_version' => 'issued-plan-impact-version',
    'plan_repairs' => [
        [
                'plan_id' => 42,
                'action' => 'archive_plan',
                'action_donor_id' => 42,
                'reason' => 'Preserving the surviving donor plan.'
        ]
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: Bearer <token>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.gratona.com/v1/admin/donor/{donor_id}/assignment"

	payload := strings.NewReader("{\n  \"relationship_manager_user_id\": 42,\n  \"assigned_fundraiser_user_id\": 42,\n  \"scope\": \"donor\",\n  \"source\": \"donor_profile\",\n  \"plan_impact_version\": \"issued-plan-impact-version\",\n  \"plan_repairs\": [\n    {\n      \"plan_id\": 42,\n      \"action\": \"archive_plan\",\n      \"action_donor_id\": 42,\n      \"reason\": \"Preserving the surviving donor plan.\"\n    }\n  ]\n}")

	req, _ := http.NewRequest("PATCH", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.patch("https://api.gratona.com/v1/admin/donor/{donor_id}/assignment")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"relationship_manager_user_id\": 42,\n  \"assigned_fundraiser_user_id\": 42,\n  \"scope\": \"donor\",\n  \"source\": \"donor_profile\",\n  \"plan_impact_version\": \"issued-plan-impact-version\",\n  \"plan_repairs\": [\n    {\n      \"plan_id\": 42,\n      \"action\": \"archive_plan\",\n      \"action_donor_id\": 42,\n      \"reason\": \"Preserving the surviving donor plan.\"\n    }\n  ]\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.gratona.com/v1/admin/donor/{donor_id}/assignment")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Patch.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"relationship_manager_user_id\": 42,\n  \"assigned_fundraiser_user_id\": 42,\n  \"scope\": \"donor\",\n  \"source\": \"donor_profile\",\n  \"plan_impact_version\": \"issued-plan-impact-version\",\n  \"plan_repairs\": [\n    {\n      \"plan_id\": 42,\n      \"action\": \"archive_plan\",\n      \"action_donor_id\": 42,\n      \"reason\": \"Preserving the surviving donor plan.\"\n    }\n  ]\n}"

response = http.request(request)
puts response.read_body

{
  "data": {
    "donor_id": 42,
    "assignment": {
      "relationship_manager_user_id": 42,
      "relationship_manager_name": "Jane Smith",
      "relationship_manager_email": "Jane Smith",
      "relationship_manager_first_name": "Jane Smith",
      "relationship_manager_last_name": "Jane Smith",
      "relationship_manager_active": false,
      "effective_relationship_manager_user_id": 42,
      "effective_relationship_manager_name": "Jane Smith",
      "donor_relationship_manager_user_id": 42,
      "donor_relationship_manager_name": "Jane Smith",
      "household_relationship_manager_user_id": 42,
      "assigned_fundraiser_user_id": 42,
      "assigned_fundraiser_name": "Jane Smith",
      "assigned_fundraiser_email": "Jane Smith",
      "assigned_fundraiser_first_name": "Jane Smith",
      "assigned_fundraiser_last_name": "Jane Smith",
      "assigned_fundraiser_active": false,
      "effective_assigned_fundraiser_user_id": 42,
      "effective_assigned_fundraiser_name": "Jane Smith",
      "donor_assigned_fundraiser_user_id": 42,
      "donor_assigned_fundraiser_name": "Jane Smith",
      "household_assigned_fundraiser_user_id": 42,
      "assignment_scope": "donor"
    },
    "warnings": [
      {
        "code": "PLAN_PROJECTION_RECOVERY_REQUIRED",
        "message": "Assignment saved; plan projection recovery is queued."
      }
    ]
  }
}

{
  "message": "Something went wrong. Please try again.",
  "status": "error",
  "error": "invalid_request",
  "code": "DONOR_NOT_FOUND"
}

{
  "message": "Something went wrong. Please try again.",
  "status": "error",
  "error": "invalid_request",
  "code": "DONOR_NOT_FOUND"
}

{
  "message": "Not Found",
  "status": "error"
}

{
  "status": "error",
  "code": "PLAN_IMPACT_CONFIRMATION_REQUIRED",
  "message": "Review the assignment impact before saving.",
  "data": {
    "material_impact": false,
    "affected_plans": [
      {
        "id": 42,
        "subject": {
          "type": "donor",
          "id": 42
        },
        "stage": "qualifying",
        "status": "draft",
        "period": {
          "start": "2026-10-20",
          "end": "2026-10-20"
        },
        "version": 2,
        "action_donor_id": 42,
        "scope_version": 2
      }
    ],
    "group_plans": [
      {
        "id": 42,
        "subject": {
          "type": "donor",
          "id": 42
        },
        "stage": "qualifying",
        "status": "draft",
        "period": {
          "start": "2026-10-20",
          "end": "2026-10-20"
        },
        "version": 2,
        "action_donor_id": 42,
        "scope_version": 2
      }
    ],
    "transfer_candidates": [
      "<string>"
    ],
    "scope_changes": [
      "<string>"
    ],
    "eligible_action_donor_ids": [
      42
    ],
    "collisions": [
      "<string>"
    ],
    "authority_changes": [
      {
        "subject_type": "donor",
        "subject_id": 42,
        "previous_manager_user_id": 42,
        "next_manager_user_id": 42,
        "owner_review_required": false
      }
    ],
    "required_repairs": [
      "<string>"
    ],
    "command": "subject_assignment",
    "expires_at": "2026-10-20T12:00:00Z",
    "impact_version": "issued-plan-impact-version"
  }
}

{
  "errors": {},
  "status": "error",
  "message": "The given data was invalid."
}