Roll a managed plan into its next period

curl --request POST \
  --url https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/roll-forward \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "version": 1,
  "period_start": "2026-10-20",
  "period_end": "2026-10-20",
  "goal_amount": 25,
  "tier": "A",
  "target_ask_amount": 25,
  "action_donor_id": 1,
  "include_incomplete_future_moves": true
}
'

import requests

url = "https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/roll-forward"

payload = {
    "version": 1,
    "period_start": "2026-10-20",
    "period_end": "2026-10-20",
    "goal_amount": 25,
    "tier": "A",
    "target_ask_amount": 25,
    "action_donor_id": 1,
    "include_incomplete_future_moves": 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({
    version: 1,
    period_start: '2026-10-20',
    period_end: '2026-10-20',
    goal_amount: 25,
    tier: 'A',
    target_ask_amount: 25,
    action_donor_id: 1,
    include_incomplete_future_moves: true
  })
};

fetch('https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/roll-forward', 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/{plan_id}/roll-forward",
  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([
    'version' => 1,
    'period_start' => '2026-10-20',
    'period_end' => '2026-10-20',
    'goal_amount' => 25,
    'tier' => 'A',
    'target_ask_amount' => 25,
    'action_donor_id' => 1,
    'include_incomplete_future_moves' => 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/{plan_id}/roll-forward"

	payload := strings.NewReader("{\n  \"version\": 1,\n  \"period_start\": \"2026-10-20\",\n  \"period_end\": \"2026-10-20\",\n  \"goal_amount\": 25,\n  \"tier\": \"A\",\n  \"target_ask_amount\": 25,\n  \"action_donor_id\": 1,\n  \"include_incomplete_future_moves\": true\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/{plan_id}/roll-forward")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"version\": 1,\n  \"period_start\": \"2026-10-20\",\n  \"period_end\": \"2026-10-20\",\n  \"goal_amount\": 25,\n  \"tier\": \"A\",\n  \"target_ask_amount\": 25,\n  \"action_donor_id\": 1,\n  \"include_incomplete_future_moves\": true\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.gratona.com/v1/admin/fundraising/stewardship-plans/{plan_id}/roll-forward")

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  \"version\": 1,\n  \"period_start\": \"2026-10-20\",\n  \"period_end\": \"2026-10-20\",\n  \"goal_amount\": 25,\n  \"tier\": \"A\",\n  \"target_ask_amount\": 25,\n  \"action_donor_id\": 1,\n  \"include_incomplete_future_moves\": true\n}"

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

{
  "status": "success",
  "data": {
    "id": 42,
    "version": 2,
    "subject": {
      "type": "donor",
      "id": 42,
      "display_name": "Example",
      "kind": "Example",
      "assigned_fundraiser_user_id": 42,
      "relationship_manager": {
        "id": 42,
        "display_name": "Example"
      },
      "action_donors": [
        {
          "id": 42,
          "display_name": "Example",
          "email": "Example",
          "do_not_email": true,
          "status": "Example",
          "role": "Example",
          "relationship_label": "Example",
          "is_primary_contact": true
        }
      ],
      "available": true,
      "archived": true
    },
    "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",
    "completion_outcome": "Example",
    "qualification_template_version": 2,
    "qualification_progress": {
      "completed": 2,
      "skipped": 2,
      "total": 2
    },
    "permissions": {
      "can_manage": true,
      "can_view_strategy": true
    },
    "strategy_reviewed_at": "2026-10-20T12:00:00Z",
    "next_review_at": "2026-10-20T12:00:00Z",
    "target_ask_amount": 1000,
    "expected_giving_month": 10,
    "expected_giving_note": "Example",
    "closure_reason": "Example",
    "strategy_summary": "Example",
    "interests_summary": "Example",
    "communication_guidance": "Example",
    "moves": [
      {
        "id": 42,
        "version": 2,
        "kind": "cultivation",
        "template_key": "Example",
        "sequence": 2,
        "title": "Example",
        "description": "Example",
        "planned_at": "2026-10-20T12:00:00Z",
        "status": "planned",
        "action_donor_id": 42,
        "owner_user_id": 42,
        "task_id": 42,
        "completion_source": "manual",
        "outcome_summary": "Example",
        "completed_at": "2026-10-20T12:00:00Z",
        "status_reason": "Example",
        "evidence": [
          {
            "id": 42,
            "type": "activity",
            "record_id": 42,
            "role": "completion",
            "available": true,
            "is_contact": true,
            "is_meaningful": true,
            "meaningful_basis": "Example",
            "exclusion_reason": "Example"
          }
        ]
      }
    ],
    "reviews": [
      {
        "id": 42,
        "review_type": "strategy",
        "outcome": "Example",
        "summary": "Example",
        "redacted_at": "2026-10-20T12:00:00Z",
        "reviewed_at": "2026-10-20T12:00:00Z",
        "reviewed_by_user_id": 42
      }
    ],
    "warnings": [
      {
        "code": "work_projection_delayed",
        "message": "Example"
      }
    ]
  }
}

{
  "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."
}