> ## 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.

# Assign a donor or household relationship manager

> Assigns an eligible resource-authorized fundraiser; relationship_manager_user_id takes precedence over legacy assigned_fundraiser_user_id. Null/omitted clears assignment. Household scope applies to the whole household. Reconciles plan authority and owners; a committed assignment can return projection_refresh_pending. Requires permission: donors_view; plus one of donors_manage.



## OpenAPI

````yaml put /admin/fundraising/caseload/{donor_id}/assignment
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 commitment relationships, lifecycle transitions, and
      commitment-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: Events
    description: >-
      Event setup, invitations, registration, ticketing, attendance and event
      reporting.
  - name: Journeys
    description: >-
      Journey graphs, activation, enrollment, message templates and event
      follow-up automations.
  - name: Tasks
    description: Workspace tasks, assignments, saved task views and record collaboration.
  - name: Fundraising
    description: >-
      Fundraising portfolios, stewardship plans, giving anniversaries and
      personal donor follow-up.
  - name: Impact Stories
    description: Story intake, review, assets, consent and publication workflows.
  - name: Integrations
    description: Workspace integration connections, mappings, synchronization and recovery.
  - name: Email Calendar
    description: Connected email/calendar accounts and donor interactions.
  - name: Spaces
    description: Workspace Spaces and collaborative Pages.
  - name: Library
    description: Workspace documents, source connections, files and analysis.
  - name: Intelligence
    description: Donor intelligence and Tali workspace workflows.
  - name: Automation
    description: >-
      V3 automation primitive discovery, input validation, invocation and Zapier
      contracts.
  - name: Schema
    description: V3 model, enum, capability and scope discovery.
  - name: Zapier
    description: Zapier automation connections, polling feeds and actions.
  - name: Files
    description: Files
  - name: Client
    description: Client
  - name: Payment Gateways
    description: Payment Gateways
  - name: Email Settings
    description: Email Settings
  - name: Admin Dashboard
    description: Admin Dashboard
  - name: Recipients
    description: Recipients
  - name: Historical Archived Updates
    description: Historical Archived Updates
  - name: Team & access
    description: Team & access
  - name: Settings
    description: Settings
  - name: Notifications
    description: Notifications
  - name: Participation
    description: Participation
  - name: Users
    description: Users
  - name: Wrapped
    description: Wrapped
  - name: Donor SignUp
    description: Donor SignUp
  - name: Frontend
    description: Frontend
  - name: User
    description: User
  - name: Workspace
    description: Workspace
paths:
  /admin/fundraising/caseload/{donor_id}/assignment:
    put:
      tags:
        - Fundraising
      summary: Assign a donor or household relationship manager
      description: >-
        Assigns an eligible resource-authorized fundraiser;
        relationship_manager_user_id takes precedence over legacy
        assigned_fundraiser_user_id. Null/omitted clears assignment. Household
        scope applies to the whole household. Reconciles plan authority and
        owners; a committed assignment can return projection_refresh_pending.
        Requires permission: donors_view; plus one of donors_manage.
      operationId: fundraisingHubAssignFundraiser
      parameters:
        - name: donor_id
          in: path
          description: Donor id in the current organization.
          required: true
          schema:
            type: integer
          example: 42
      requestBody:
        description: Validated request fields for this operation.
        required: false
        content:
          application/json:
            schema:
              properties:
                relationship_manager_user_id:
                  description: 'Relationship manager user id. Validation: nullable, integer.'
                  type: integer
                  example: 1
                  nullable: true
                assigned_fundraiser_user_id:
                  description: 'Assigned fundraiser user id. Validation: nullable, integer.'
                  type: integer
                  example: 1
                  nullable: true
                scope:
                  description: >-
                    Scope. Validation: nullable; allowed values: donor,
                    household.
                  type: string
                  enum:
                    - donor
                    - household
                    - null
                  example: donor
                  nullable: true
                plan_impact_version:
                  description: >-
                    Current signed impact_version from
                    stewardship-plans/lifecycle-impact, required when the
                    mutation materially affects open plans.
                  type: string
                  maxLength: 4096
                  example: Plan Impact Version
                  nullable: true
                plan_repairs:
                  description: 'Plan repairs. Validation: nullable, array, max:25.'
                  type: array
                  items:
                    required:
                      - plan_id
                      - action
                    properties:
                      plan_id:
                        description: >-
                          Plan repairs item / plan id. Validation: required,
                          integer, min:1.
                        type: integer
                        minimum: 1
                        example: 1
                      action:
                        description: >-
                          Plan repairs item / action. Validation: required;
                          allowed values: keep_original_subject,
                          transfer_to_relationship_group, transfer_to_core,
                          replace_action_donor, archive_plan.
                        type: string
                        enum:
                          - keep_original_subject
                          - transfer_to_relationship_group
                          - transfer_to_core
                          - replace_action_donor
                          - archive_plan
                        example: keep_original_subject
                      action_donor_id:
                        description: >-
                          Plan repairs item / action donor id. Validation:
                          nullable, integer, min:1.
                        type: integer
                        minimum: 1
                        example: 1
                        nullable: true
                      reason:
                        description: >-
                          Plan repairs item / reason. Validation: nullable,
                          string, max:1000.
                        type: string
                        maxLength: 1000
                        example: Plan Repairs.*.Reason
                        nullable: true
                    type: object
                  maxItems: 25
                  nullable: true
              type: object
      responses:
        '200':
          description: Operation result.
          content:
            application/json:
              schema:
                properties:
                  status:
                    type: string
                    example: success
                  data:
                    $ref: '#/components/schemas/FundraisingHubProfile'
                type: object
        '401':
          description: Authentication is required.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedResponse'
        '403':
          description: >-
            The authenticated user lacks access to this workflow or its related
            records.
        '404':
          description: The selected organization record or required feature is unavailable.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NotFoundResponse'
        '409':
          description: Stewardship lifecycle confirmation or repair conflict.
        '422':
          description: >-
            Request, policy, source relationship, lifecycle or selection
            validation failed.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RequestRejection'
      security:
        - bearerAuth: []
        - apiKeyAuth: []
components:
  schemas:
    FundraisingHubProfile:
      description: >-
        Donor, household or relationship profile with up to 25 recent
        transaction/attribution/interaction rows. Private email evidence and
        inaccessible relationships are omitted. Assignment responses may return
        a source-row subset while refresh is pending.
      properties:
        portfolio_subject_type:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        portfolio_subject_id:
          description: Count.
          type: integer
          example: 2
          nullable: false
        relationship_group_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        donor_id:
          description: Count.
          type: integer
          example: 2
          nullable: false
        donor_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        email:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        phone:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        street:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        address_line2:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        city:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        state:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        zip:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        household_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        household_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        household_primary_contact_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        household_size:
          description: Count.
          type: integer
          example: 2
          nullable: false
        household_member_names:
          type: array
          items:
            type: string
            example: Example
        assigned_fundraiser_user_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        assigned_fundraiser_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        donor_assigned_fundraiser_user_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        household_assigned_fundraiser_user_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        assignment_scope:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        lifetime_total:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        direct_lifetime_giving:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        soft_credit_lifetime_giving:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        first_gift_date:
          description: Organization-local calendar date.
          type: string
          format: date
          example: '2026-10-20'
          nullable: true
        last_gift_date:
          description: Organization-local calendar date.
          type: string
          format: date
          example: '2026-10-20'
          nullable: true
        last_gift_amount:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: true
        last_gift_source:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        last_gift_source_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        last_gift_legal_donor_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        last_gift_legal_donor_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        last_gift_soft_credit_type_key:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        largest_gift:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        largest_gift_date:
          description: Organization-local calendar date.
          type: string
          format: date
          example: '2026-10-20'
          nullable: true
        average_gift:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        total_gifts:
          description: Count.
          type: integer
          example: 2
          nullable: false
        direct_total_gifts:
          description: Count.
          type: integer
          example: 2
          nullable: false
        soft_credit_total_gifts:
          description: Count.
          type: integer
          example: 2
          nullable: false
        current_period_gift_count:
          description: Count.
          type: integer
          example: 2
          nullable: true
        comparison_period_gift_count:
          description: Count.
          type: integer
          example: 2
          nullable: true
        ytd_giving:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        direct_ytd_giving:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        soft_credit_ytd_giving:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        previous_ytd_giving:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        last_year_giving:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        year_before_giving:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        giving_trend:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: true
        trend_status:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        giving_basis:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        donor_segment:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        retention_status:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        is_deceased:
          description: Workflow state.
          type: boolean
          example: true
        last_interaction_date:
          description: Organization-local calendar date.
          type: string
          format: date
          example: '2026-10-20'
          nullable: true
        last_touch_at:
          description: Timestamp.
          type: string
          format: date-time
          example: '2026-10-20T12:00:00Z'
          nullable: true
        last_meaningful_touch_at:
          description: Timestamp.
          type: string
          format: date-time
          example: '2026-10-20T12:00:00Z'
          nullable: true
        next_scheduled_touch_at:
          description: Timestamp.
          type: string
          format: date-time
          example: '2026-10-20T12:00:00Z'
          nullable: true
        days_since_contact:
          description: Count.
          type: integer
          example: 2
          nullable: true
        contact_status:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        recorded_interactions:
          description: Count.
          type: integer
          example: 2
          nullable: true
        total_interactions:
          description: Count.
          type: integer
          example: 2
          nullable: false
        contact_count:
          description: Count.
          type: integer
          example: 2
          nullable: false
        meaningful_interactions:
          description: Count.
          type: integer
          example: 2
          nullable: false
        meaningful_contact_count:
          description: Count.
          type: integer
          example: 2
          nullable: false
        engagement_rate:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        at_risk:
          description: Workflow state.
          type: boolean
          example: true
        lapsed:
          description: Workflow state.
          type: boolean
          example: true
        upgrade_potential:
          description: Workflow state.
          type: boolean
          example: true
        needs_contact:
          description: Workflow state.
          type: boolean
          example: true
        risk_reasons:
          type: array
          items:
            type: string
            example: Example
        open_work_items:
          description: Count.
          type: integer
          example: 2
          nullable: false
        comparison_year:
          description: Count.
          type: integer
          example: 2
          nullable: false
        relationship_manager_user_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        relationship_manager_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        donor_relationship_manager_user_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        household_relationship_manager_user_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        do_not_email:
          description: Workflow state.
          type: boolean
          example: true
        action_donors:
          type: array
          items:
            properties:
              id:
                description: Identifier in the authenticated organization.
                type: integer
                example: 42
                nullable: false
              display_name:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              email:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              do_not_email:
                description: Workflow state.
                type: boolean
                example: true
              status:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              role:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              relationship_label:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              is_primary_contact:
                description: Workflow state.
                type: boolean
                example: true
            type: object
        household_members:
          type: array
          items:
            properties:
              id:
                description: Identifier in the authenticated organization.
                type: integer
                example: 42
                nullable: false
              name:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              email:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
            type: object
        relationship:
          oneOf:
            - $ref: '#/components/schemas/FundraisingHubRelationshipGroup'
            - type: string
              enum:
                - null
              nullable: true
        transactions:
          type: array
          items:
            $ref: '#/components/schemas/FundraisingHubTransaction'
        attributed_gifts:
          type: array
          items:
            properties:
              source_gift_id:
                description: Identifier in the authenticated organization.
                type: integer
                example: 42
                nullable: true
              legal_donor_id:
                description: Identifier in the authenticated organization.
                type: integer
                example: 42
                nullable: true
              donor_id:
                description: Identifier in the authenticated organization.
                type: integer
                example: 42
                nullable: true
              relationship_group_id:
                description: Identifier in the authenticated organization.
                type: integer
                example: 42
                nullable: true
              id:
                type: string
                example: direct:42
              soft_credit_ids:
                type: array
                items:
                  description: Identifier in the authenticated organization.
                  type: integer
                  example: 42
                  nullable: false
              amount:
                description: Amount or percentage.
                type: number
                example: 25
                nullable: false
              currency:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              date:
                description: Organization-local calendar date.
                type: string
                format: date
                example: '2026-10-20'
                nullable: true
              attribution_source:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              source_donor_name:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              soft_credit_type:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              soft_credit_type_key:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              relationship_role:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              exclusion_reason:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              notes:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              policy_basis:
                type: array
                items:
                  type: string
              counts_toward_attributed_giving:
                description: Workflow state.
                type: boolean
                example: true
            type: object
        interactions:
          type: array
          items:
            $ref: '#/components/schemas/FundraisingHubInteraction'
        projection_refresh_pending:
          description: >-
            Present after an assignment committed while portfolio refresh
            remains pending.
          type: boolean
          example: true
        warnings:
          type: array
          items:
            properties:
              code:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              message:
                description: Serialized value.
                type: string
                example: Example
                nullable: false
            type: object
      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
    RequestRejection:
      description: >-
        Request or workflow rejection. Framework field-validation failures
        contain errors; semantic rejections may contain message without errors;
        legacy/provider failures may use error and error_code. The operation
        description identifies the rejected condition. Domain responses may add
        current revision, limits or other conflict context.
      anyOf:
        - $ref: '#/components/schemas/ValidationErrorResponse'
        - $ref: '#/components/schemas/ErrorResponse'
        - required:
            - error
          properties:
            error:
              description: Legacy or provider-facing error message.
              type: string
              example: The request could not be completed.
            error_code:
              description: Stable domain error code, when provided.
              type: string
              example: WORKFLOW_UNAVAILABLE
          type: object
    FundraisingHubRelationshipGroup:
      description: >-
        Active relationship group. Detailed reads add missing expected
        attribution; detail giving-vehicle links add legal giving totals;
        mutations may include committed projection/owner warnings.
      properties:
        id:
          description: Identifier in the authenticated organization.
          type: integer
          example: 42
          nullable: false
        kind:
          type: string
          enum:
            - family_fund
            - business_family
            - organization
          example: family_fund
        display_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: false
        core_subject_type:
          type: string
          enum:
            - donor
            - household
          example: donor
        core_subject_id:
          description: Identifier in the authenticated organization.
          type: integer
          example: 42
          nullable: false
        representative_donor_id:
          description: Identifier in the authenticated organization.
          type: integer
          example: 42
          nullable: false
        assigned_fundraiser_user_id:
          description: Identifier in the authenticated organization.
          type: integer
          example: 42
          nullable: true
        is_active:
          description: Workflow state.
          type: boolean
          example: true
        origin:
          type: string
          enum:
            - manual
            - rule
          example: manual
        provisioning_key:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        provisioning_evidence:
          description: Stored context; keys depend on the source.
          oneOf:
            - type: object
              additionalProperties: {}
            - type: array
              items: {}
        core_members:
          type: array
          items:
            properties:
              id:
                description: Identifier in the authenticated organization.
                type: integer
                example: 42
                nullable: false
              household_id:
                description: Identifier in the authenticated organization.
                type: integer
                example: 42
                nullable: true
              name:
                description: Serialized value.
                type: string
                example: Example
                nullable: false
              email:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              is_organization:
                description: Workflow state.
                type: boolean
                example: true
              is_archived:
                description: Workflow state.
                type: boolean
                example: true
            type: object
        links:
          type: array
          items:
            properties:
              id:
                description: Identifier in the authenticated organization.
                type: integer
                example: 42
                nullable: false
              household_id:
                description: Identifier in the authenticated organization.
                type: integer
                example: 42
                nullable: true
              name:
                description: Serialized value.
                type: string
                example: Example
                nullable: false
              email:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              is_organization:
                description: Workflow state.
                type: boolean
                example: true
              is_archived:
                description: Workflow state.
                type: boolean
                example: true
              link_id:
                description: Identifier in the authenticated organization.
                type: integer
                example: 42
                nullable: false
              role:
                type: string
                enum:
                  - giving_vehicle
                  - relationship_lead
                  - designated_contact
                  - affiliated_contact
                example: giving_vehicle
              giving_scope:
                type: string
                enum:
                  - none
                  - attributed_only
                  - all_qualified
                example: attributed_only
              expects_attribution:
                description: Workflow state.
                type: boolean
                example: true
              is_primary_contact:
                description: Workflow state.
                type: boolean
                example: true
              collapse_in_portfolio:
                description: Workflow state.
                type: boolean
                example: true
              relationship_label:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              legal_lifetime_giving:
                description: Amount or percentage.
                type: number
                example: 25
                nullable: false
              legal_ytd_giving:
                description: Amount or percentage.
                type: number
                example: 25
                nullable: false
              legal_gift_count:
                description: Count.
                type: integer
                example: 2
                nullable: false
            type: object
        data_quality:
          properties:
            core_available:
              description: Workflow state.
              type: boolean
              example: true
            core_issue:
              description: Serialized value.
              type: string
              example: Example
              nullable: true
            count:
              description: Count.
              type: integer
              example: 2
              nullable: false
            amount:
              description: Amount or percentage.
              type: number
              example: 25
              nullable: false
            gift_amount:
              description: Amount or percentage.
              type: number
              example: 25
              nullable: false
            items:
              type: array
              items:
                properties:
                  donation_id:
                    description: Identifier in the authenticated organization.
                    type: integer
                    example: 42
                    nullable: false
                  date:
                    description: Organization-local calendar date.
                    type: string
                    format: date
                    example: '2026-10-20'
                    nullable: true
                  amount:
                    description: Amount or percentage.
                    type: number
                    example: 25
                    nullable: false
                  missing_attribution_amount:
                    description: Amount or percentage.
                    type: number
                    example: 25
                    nullable: false
                  existing_attribution_amount:
                    description: Amount or percentage.
                    type: number
                    example: 25
                    nullable: false
                  currency:
                    description: Serialized value.
                    type: string
                    example: Example
                    nullable: true
                  legal_donor_name:
                    description: Serialized value.
                    type: string
                    example: Example
                    nullable: true
                type: object
          type: object
        current_donor_role:
          description: Present in for-donor relationship responses.
          type: string
          example: Example
          nullable: true
        current_link_id:
          description: Identifier in the authenticated organization.
          type: integer
          example: 42
          nullable: true
        warnings:
          type: array
          items:
            properties:
              code:
                description: Serialized value.
                type: string
                example: Example
                nullable: true
              message:
                description: Serialized value.
                type: string
                example: Example
                nullable: false
            type: object
      type: object
    FundraisingHubTransaction:
      properties:
        id:
          description: Count.
          type: integer
          example: 2
          nullable: false
        donor_id:
          description: Count.
          type: integer
          example: 2
          nullable: false
        donor_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        donor_email:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        amount:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        gross_amount:
          description: Amount or percentage.
          type: number
          example: 25
          nullable: false
        currency:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        date:
          description: Organization-local calendar date.
          type: string
          format: date
          example: '2026-10-20'
          nullable: true
        method:
          description: Resolved customer-facing payment-method label.
          type: string
          example: Example
          nullable: true
        method_id:
          oneOf:
            - type: integer
              example: 3
            - type: string
              example: '3'
            - type: string
              enum:
                - null
              nullable: true
        method_detail:
          properties:
            provider:
              description: Serialized value.
              type: string
              example: Example
              nullable: true
            provider_label:
              description: Serialized value.
              type: string
              example: Example
              nullable: true
            source_method:
              description: Serialized value.
              type: string
              example: Example
              nullable: true
            source_processor:
              description: Serialized value.
              type: string
              example: Example
              nullable: true
          type: object
          nullable: true
        type:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        result:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        transaction_status:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        acknowledged:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        acknowledgement_excluded:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        acknowledged_at:
          description: Timestamp.
          type: string
          format: date-time
          example: '2026-10-20T12:00:00Z'
          nullable: true
        acknowledged_by_user_id:
          description: Count.
          type: integer
          example: 2
          nullable: true
        acknowledgement_source:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        assigned_fundraiser_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        city:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        state:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        relationship_manager_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
      type: object
    FundraisingHubInteraction:
      description: >-
        Relationship-qualified contact projection with privacy-filtered
        note/subject fields.
      properties:
        id:
          description: Canonical activity/calendar interaction id.
          type: string
          example: activity:42
        donor_id:
          description: Count.
          type: integer
          example: 2
          nullable: false
        donor_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        donor_email:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        date:
          description: Organization-local calendar date.
          type: string
          format: date
          example: '2026-10-20'
          nullable: true
        channel:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        purpose:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        subject:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        note:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        is_contact:
          description: Workflow state.
          type: boolean
          example: true
        is_meaningful:
          description: Workflow state.
          type: boolean
          example: true
        meaningful_basis:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        owner_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        assigned_fundraiser_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        city:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        state:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
        relationship_manager_name:
          description: Serialized value.
          type: string
          example: Example
          nullable: true
      type: object
    ValidationErrorResponse:
      title: ValidationErrorResponse
      description: >-
        Returned with HTTP 422 when `Validator::make($data, $rules)` fails. The
        `errors` map is keyed by the failing field name; each value is an array
        of human-readable error messages for that field. Most controllers also
        include a top-level `status: error`.
      required:
        - errors
      properties:
        errors:
          description: >-
            Map of field name to array of validator error messages. Example:
            `{email: [The email field is required.], amount: [The amount must be
            a number.]}`.
          type: object
          additionalProperties:
            type: array
            items:
              type: string
        status:
          description: Always the literal string `error`.
          type: string
          example: error
        message:
          description: >-
            Optional summary message — present on some endpoints, absent on
            others.
          type: string
          example: The given data was invalid.
          nullable: true
      type: object
    ErrorResponse:
      title: ErrorResponse
      description: >-
        Generic error envelope used by most controllers. Most error responses
        pair a human-readable `message` with `status: error`. Some endpoints
        additionally include `errors` (validator errors), `error` (legacy
        single-error string), `code`, or domain-specific context fields.
      required:
        - message
      properties:
        message:
          description: Human-readable error message.
          type: string
          example: Something went wrong. Please try again.
        status:
          description: >-
            Always the literal string `error` for failures. Some endpoints omit
            this field.
          type: string
          example: error
        error:
          description: Legacy single error code/string used by older endpoints.
          type: string
          example: invalid_request
          nullable: true
        code:
          description: >-
            Optional application-level error code (not all endpoints populate
            this).
          type: string
          example: DONOR_NOT_FOUND
          nullable: true
      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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