Preview relationship changes affecting stewardship plans

curl --request POST \
  --url https://api.gratona.com/v1/admin/fundraising/stewardship-plans/lifecycle-impact \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "command": "relationship_group_create_or_update",
  "operation": "create",
  "relationship_group_id": 1,
  "payload": {
    "core_subject_type": "donor",
    "core_subject_id": 42,
    "assigned_fundraiser_user_id": 42,
    "links": [
      {
        "donor_id": 42,
        "role": "designated_contact",
        "collapse_in_portfolio": true
      }
    ]
  }
}
'

import requests

url = "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/lifecycle-impact"

payload = {
    "command": "relationship_group_create_or_update",
    "operation": "create",
    "relationship_group_id": 1,
    "payload": {
        "core_subject_type": "donor",
        "core_subject_id": 42,
        "assigned_fundraiser_user_id": 42,
        "links": [
            {
                "donor_id": 42,
                "role": "designated_contact",
                "collapse_in_portfolio": True
            }
        ]
    }
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

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

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    command: 'relationship_group_create_or_update',
    operation: 'create',
    relationship_group_id: 1,
    payload: {
      core_subject_type: 'donor',
      core_subject_id: 42,
      assigned_fundraiser_user_id: 42,
      links: [{donor_id: 42, role: 'designated_contact', collapse_in_portfolio: true}]
    }
  })
};

fetch('https://api.gratona.com/v1/admin/fundraising/stewardship-plans/lifecycle-impact', 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/fundraising/stewardship-plans/lifecycle-impact",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'command' => 'relationship_group_create_or_update',
    'operation' => 'create',
    'relationship_group_id' => 1,
    'payload' => [
        'core_subject_type' => 'donor',
        'core_subject_id' => 42,
        'assigned_fundraiser_user_id' => 42,
        'links' => [
                [
                                'donor_id' => 42,
                                'role' => 'designated_contact',
                                'collapse_in_portfolio' => true
                ]
        ]
    ]
  ]),
  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/fundraising/stewardship-plans/lifecycle-impact"

	payload := strings.NewReader("{\n  \"command\": \"relationship_group_create_or_update\",\n  \"operation\": \"create\",\n  \"relationship_group_id\": 1,\n  \"payload\": {\n    \"core_subject_type\": \"donor\",\n    \"core_subject_id\": 42,\n    \"assigned_fundraiser_user_id\": 42,\n    \"links\": [\n      {\n        \"donor_id\": 42,\n        \"role\": \"designated_contact\",\n        \"collapse_in_portfolio\": true\n      }\n    ]\n  }\n}")

	req, _ := http.NewRequest("POST", 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.post("https://api.gratona.com/v1/admin/fundraising/stewardship-plans/lifecycle-impact")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"command\": \"relationship_group_create_or_update\",\n  \"operation\": \"create\",\n  \"relationship_group_id\": 1,\n  \"payload\": {\n    \"core_subject_type\": \"donor\",\n    \"core_subject_id\": 42,\n    \"assigned_fundraiser_user_id\": 42,\n    \"links\": [\n      {\n        \"donor_id\": 42,\n        \"role\": \"designated_contact\",\n        \"collapse_in_portfolio\": true\n      }\n    ]\n  }\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.gratona.com/v1/admin/fundraising/stewardship-plans/lifecycle-impact")

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

request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"command\": \"relationship_group_create_or_update\",\n  \"operation\": \"create\",\n  \"relationship_group_id\": 1,\n  \"payload\": {\n    \"core_subject_type\": \"donor\",\n    \"core_subject_id\": 42,\n    \"assigned_fundraiser_user_id\": 42,\n    \"links\": [\n      {\n        \"donor_id\": 42,\n        \"role\": \"designated_contact\",\n        \"collapse_in_portfolio\": true\n      }\n    ]\n  }\n}"

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

{
  "status": "success",
  "data": {
    "material_impact": true,
    "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": [
      {
        "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
      }
    ],
    "scope_changes": [
      {
        "plan_id": 42,
        "added": [
          {
            "member_type": "donor",
            "member_id": 42,
            "scope_role": "Example"
          }
        ],
        "removed": [
          {
            "member_type": "donor",
            "member_id": 42,
            "scope_role": "Example"
          }
        ],
        "invalid_open_move_ids": [
          42
        ]
      }
    ],
    "eligible_action_donor_ids": [
      42
    ],
    "collisions": [
      {
        "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
      }
    ],
    "authority_changes": [
      {
        "relationship_group_id": 42,
        "previous_manager_user_id": 42,
        "next_manager_user_id": 42,
        "owner_review_required": true
      }
    ],
    "required_repairs": [
      {
        "plan_id": 42,
        "choices": [
          "replace_action_donor"
        ],
        "eligible_action_donor_ids": [
          42
        ],
        "recommended_action_donor_id": 42
      }
    ],
    "command": "relationship_group_assignment",
    "expires_at": "2026-10-20T12:00:00Z",
    "impact_version": "Example",
    "_planning_enabled": true,
    "feature_enabled": true,
    "plan_repairs": [
      {}
    ],
    "archived_donor_ids": [
      42
    ]
  }
}

{
  "message": "Unauthorized",
  "status": "error"
}

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

{
  "status": "error",
  "code": "PLAN_VERSION_CONFLICT",
  "message": "Example",
  "data": {
    "latest": {
      "id": 42,
      "version": 2,
      "subject": {
        "type": "donor",
        "id": 42
      },
      "stage": "qualifying",
      "status": "draft",
      "tier": "A",
      "stage_entered_at": "2026-10-20T12:00:00Z",
      "action_donor_id": 42,
      "period": {
        "start": "2026-10-20",
        "end": "2026-10-20"
      },
      "currency": "USD",
      "goal_amount": 1000,
      "attributed_actual": 1000,
      "direct_actual": 1000,
      "soft_credit_actual": 1000,
      "variance_amount": 1000,
      "gift_count": 2,
      "giving_status": "pending",
      "giving_last_successful_at": "2026-10-20T12:00:00Z",
      "currency_breakdown": [
        {
          "currency": "Example",
          "attributed_actual": 1000,
          "direct_actual": 1000,
          "soft_credit_actual": 1000,
          "gift_count": 2
        }
      ],
      "next_move": {
        "id": 42,
        "title": "Example",
        "planned_at": "2026-10-20T12:00:00Z"
      },
      "open_move_count": 2,
      "overdue_move_count": 2,
      "health": {
        "status": "Example",
        "reasons": [
          "overdue_move"
        ]
      },
      "metric_basis": "relationship_attribution"
    },
    "conflicting_plan": {}
  }
}

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