Update fundraising hub settings

curl --request PUT \
  --url https://api.gratona.com/v1/admin/fundraising/settings \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "initialize_stewardship": true,
  "comparison": {
    "default_mode": "Comparison.Default Mode"
  },
  "user_preferences": {
    "comparison": {
      "default_mode": "User Preferences.Comparison.Default Mode"
    }
  },
  "caseload": {
    "major_gift_threshold": 25,
    "mid_level_threshold": 25,
    "at_risk_months": 1,
    "lapsed_months": 1,
    "needs_contact_days": 1,
    "new_donor_window_days": 1,
    "upgrade_potential_threshold_pct": 25,
    "giving_trend_threshold_pct": 25,
    "minimum_gifts_for_trend": 1
  },
  "portfolio": {
    "major_gift_threshold": 25,
    "mid_level_threshold": 25,
    "at_risk_months": 1,
    "lapsed_months": 1,
    "needs_contact_days": 1,
    "new_donor_window_days": 1,
    "upgrade_potential_threshold_pct": 25,
    "giving_trend_threshold_pct": 25,
    "minimum_gifts_for_trend": 1
  },
  "cohorts": {
    "upgrade_threshold_pct": 25,
    "downgrade_threshold_pct": 25,
    "maintained_tolerance_pct": 25
  },
  "acknowledgements": {
    "enabled": true,
    "stewardship_start_date": "2026-10-20",
    "initial_backfill_days": 0,
    "pending_after_days": 1,
    "auto_email_can_acknowledge_default": true,
    "allowed_sources": [
      "<unknown>"
    ]
  },
  "filters": {
    "default_group_by_household": true
  },
  "planning": {
    "strategy_review_days": 1,
    "qualification_stall_days": 1,
    "severely_overdue_days": 1,
    "annual_review_reminder_days": 1,
    "qualification_template_version": 1,
    "default_period": "calendar_year"
  },
  "relationship_provisioning": {
    "policy_version": 1,
    "enabled": true,
    "default_giving_scope": "attributed_only",
    "relationship_type_mappings": [
      {
        "key": "donor_advised_fund",
        "core_relationship_type": "Relationship Provisioning.Relationship Type Mappings.*.Core Relationship Type",
        "vehicle_relationship_type": "Relationship Provisioning.Relationship Type Mappings.*.Vehicle Relationship Type",
        "kind": "family_fund",
        "decision": "auto_create"
      }
    ]
  },
  "attribution": {
    "policy_version": 1,
    "soft_credit_types": [
      {
        "relationship_giving": true,
        "relationship_reactivation": true,
        "giving_anniversary": true,
        "relationship_follow_up": true
      }
    ],
    "relationship_follow_up": {
      "enabled": true,
      "due_days_after": 1,
      "lookback_days": 1
    }
  },
  "reactivation": {
    "allowed_actions": [
      "<unknown>"
    ]
  },
  "interactions": {
    "classification_version": 2,
    "meaningful_channels": [
      "Interactions.Meaningful Channels.*"
    ],
    "meaningful_purposes": [
      "Interactions.Meaningful Purposes.*"
    ],
    "meaningful_outcomes": [
      "completed"
    ],
    "meaningful_directions": [
      "inbound"
    ],
    "meaningful_provider_purposes": [
      "Interactions.Meaningful Provider Purposes.*"
    ],
    "meaningful_keywords": [
      "Interactions.Meaningful Keywords.*"
    ],
    "meaningful_subject_markers": [
      "meaningful"
    ],
    "excluded_contact_purposes": [
      "Interactions.Excluded Contact Purposes.*"
    ]
  },
  "suggestions": {
    "enabled": true,
    "playbook": "balanced",
    "moments": {
      "first_gift": "call",
      "major_gift": "call",
      "giving_anniversary": "call",
      "reactivation": "call",
      "sustainer_milestone": "call"
    },
    "scope": {
      "dashboard": true,
      "donor_record": true,
      "work_queue": true,
      "after_gift_entry": true
    },
    "guardrails": {
      "touch_fatigue_cap_per_30_days": 1,
      "respect_channel_consent": true,
      "budget_aware_downgrade": true,
      "channel_cooldown_days": 1
    }
  },
  "digest": {
    "enabled": true,
    "frequency": "daily",
    "weekday": "monday",
    "recipients": [
      "jane@example.org"
    ],
    "include_anniversaries": true,
    "include_unacknowledged_gifts": true,
    "include_reactivation": true
  }
}
'

import requests

url = "https://api.gratona.com/v1/admin/fundraising/settings"

payload = {
    "initialize_stewardship": True,
    "comparison": { "default_mode": "Comparison.Default Mode" },
    "user_preferences": { "comparison": { "default_mode": "User Preferences.Comparison.Default Mode" } },
    "caseload": {
        "major_gift_threshold": 25,
        "mid_level_threshold": 25,
        "at_risk_months": 1,
        "lapsed_months": 1,
        "needs_contact_days": 1,
        "new_donor_window_days": 1,
        "upgrade_potential_threshold_pct": 25,
        "giving_trend_threshold_pct": 25,
        "minimum_gifts_for_trend": 1
    },
    "portfolio": {
        "major_gift_threshold": 25,
        "mid_level_threshold": 25,
        "at_risk_months": 1,
        "lapsed_months": 1,
        "needs_contact_days": 1,
        "new_donor_window_days": 1,
        "upgrade_potential_threshold_pct": 25,
        "giving_trend_threshold_pct": 25,
        "minimum_gifts_for_trend": 1
    },
    "cohorts": {
        "upgrade_threshold_pct": 25,
        "downgrade_threshold_pct": 25,
        "maintained_tolerance_pct": 25
    },
    "acknowledgements": {
        "enabled": True,
        "stewardship_start_date": "2026-10-20",
        "initial_backfill_days": 0,
        "pending_after_days": 1,
        "auto_email_can_acknowledge_default": True,
        "allowed_sources": ["<unknown>"]
    },
    "filters": { "default_group_by_household": True },
    "planning": {
        "strategy_review_days": 1,
        "qualification_stall_days": 1,
        "severely_overdue_days": 1,
        "annual_review_reminder_days": 1,
        "qualification_template_version": 1,
        "default_period": "calendar_year"
    },
    "relationship_provisioning": {
        "policy_version": 1,
        "enabled": True,
        "default_giving_scope": "attributed_only",
        "relationship_type_mappings": [
            {
                "key": "donor_advised_fund",
                "core_relationship_type": "Relationship Provisioning.Relationship Type Mappings.*.Core Relationship Type",
                "vehicle_relationship_type": "Relationship Provisioning.Relationship Type Mappings.*.Vehicle Relationship Type",
                "kind": "family_fund",
                "decision": "auto_create"
            }
        ]
    },
    "attribution": {
        "policy_version": 1,
        "soft_credit_types": [
            {
                "relationship_giving": True,
                "relationship_reactivation": True,
                "giving_anniversary": True,
                "relationship_follow_up": True
            }
        ],
        "relationship_follow_up": {
            "enabled": True,
            "due_days_after": 1,
            "lookback_days": 1
        }
    },
    "reactivation": { "allowed_actions": ["<unknown>"] },
    "interactions": {
        "classification_version": 2,
        "meaningful_channels": ["Interactions.Meaningful Channels.*"],
        "meaningful_purposes": ["Interactions.Meaningful Purposes.*"],
        "meaningful_outcomes": ["completed"],
        "meaningful_directions": ["inbound"],
        "meaningful_provider_purposes": ["Interactions.Meaningful Provider Purposes.*"],
        "meaningful_keywords": ["Interactions.Meaningful Keywords.*"],
        "meaningful_subject_markers": ["meaningful"],
        "excluded_contact_purposes": ["Interactions.Excluded Contact Purposes.*"]
    },
    "suggestions": {
        "enabled": True,
        "playbook": "balanced",
        "moments": {
            "first_gift": "call",
            "major_gift": "call",
            "giving_anniversary": "call",
            "reactivation": "call",
            "sustainer_milestone": "call"
        },
        "scope": {
            "dashboard": True,
            "donor_record": True,
            "work_queue": True,
            "after_gift_entry": True
        },
        "guardrails": {
            "touch_fatigue_cap_per_30_days": 1,
            "respect_channel_consent": True,
            "budget_aware_downgrade": True,
            "channel_cooldown_days": 1
        }
    },
    "digest": {
        "enabled": True,
        "frequency": "daily",
        "weekday": "monday",
        "recipients": ["jane@example.org"],
        "include_anniversaries": True,
        "include_unacknowledged_gifts": True,
        "include_reactivation": True
    }
}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

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

print(response.text)

const options = {
  method: 'PUT',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    initialize_stewardship: true,
    comparison: {default_mode: 'Comparison.Default Mode'},
    user_preferences: {comparison: {default_mode: 'User Preferences.Comparison.Default Mode'}},
    caseload: {
      major_gift_threshold: 25,
      mid_level_threshold: 25,
      at_risk_months: 1,
      lapsed_months: 1,
      needs_contact_days: 1,
      new_donor_window_days: 1,
      upgrade_potential_threshold_pct: 25,
      giving_trend_threshold_pct: 25,
      minimum_gifts_for_trend: 1
    },
    portfolio: {
      major_gift_threshold: 25,
      mid_level_threshold: 25,
      at_risk_months: 1,
      lapsed_months: 1,
      needs_contact_days: 1,
      new_donor_window_days: 1,
      upgrade_potential_threshold_pct: 25,
      giving_trend_threshold_pct: 25,
      minimum_gifts_for_trend: 1
    },
    cohorts: {
      upgrade_threshold_pct: 25,
      downgrade_threshold_pct: 25,
      maintained_tolerance_pct: 25
    },
    acknowledgements: {
      enabled: true,
      stewardship_start_date: '2026-10-20',
      initial_backfill_days: 0,
      pending_after_days: 1,
      auto_email_can_acknowledge_default: true,
      allowed_sources: ['<unknown>']
    },
    filters: {default_group_by_household: true},
    planning: {
      strategy_review_days: 1,
      qualification_stall_days: 1,
      severely_overdue_days: 1,
      annual_review_reminder_days: 1,
      qualification_template_version: 1,
      default_period: 'calendar_year'
    },
    relationship_provisioning: {
      policy_version: 1,
      enabled: true,
      default_giving_scope: 'attributed_only',
      relationship_type_mappings: [
        {
          key: 'donor_advised_fund',
          core_relationship_type: 'Relationship Provisioning.Relationship Type Mappings.*.Core Relationship Type',
          vehicle_relationship_type: 'Relationship Provisioning.Relationship Type Mappings.*.Vehicle Relationship Type',
          kind: 'family_fund',
          decision: 'auto_create'
        }
      ]
    },
    attribution: {
      policy_version: 1,
      soft_credit_types: [
        {
          relationship_giving: true,
          relationship_reactivation: true,
          giving_anniversary: true,
          relationship_follow_up: true
        }
      ],
      relationship_follow_up: {enabled: true, due_days_after: 1, lookback_days: 1}
    },
    reactivation: {allowed_actions: ['<unknown>']},
    interactions: {
      classification_version: 2,
      meaningful_channels: ['Interactions.Meaningful Channels.*'],
      meaningful_purposes: ['Interactions.Meaningful Purposes.*'],
      meaningful_outcomes: ['completed'],
      meaningful_directions: ['inbound'],
      meaningful_provider_purposes: ['Interactions.Meaningful Provider Purposes.*'],
      meaningful_keywords: ['Interactions.Meaningful Keywords.*'],
      meaningful_subject_markers: ['meaningful'],
      excluded_contact_purposes: ['Interactions.Excluded Contact Purposes.*']
    },
    suggestions: {
      enabled: true,
      playbook: 'balanced',
      moments: {
        first_gift: 'call',
        major_gift: 'call',
        giving_anniversary: 'call',
        reactivation: 'call',
        sustainer_milestone: 'call'
      },
      scope: {dashboard: true, donor_record: true, work_queue: true, after_gift_entry: true},
      guardrails: {
        touch_fatigue_cap_per_30_days: 1,
        respect_channel_consent: true,
        budget_aware_downgrade: true,
        channel_cooldown_days: 1
      }
    },
    digest: {
      enabled: true,
      frequency: 'daily',
      weekday: 'monday',
      recipients: ['jane@example.org'],
      include_anniversaries: true,
      include_unacknowledged_gifts: true,
      include_reactivation: true
    }
  })
};

fetch('https://api.gratona.com/v1/admin/fundraising/settings', 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/settings",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "PUT",
  CURLOPT_POSTFIELDS => json_encode([
    'initialize_stewardship' => true,
    'comparison' => [
        'default_mode' => 'Comparison.Default Mode'
    ],
    'user_preferences' => [
        'comparison' => [
                'default_mode' => 'User Preferences.Comparison.Default Mode'
        ]
    ],
    'caseload' => [
        'major_gift_threshold' => 25,
        'mid_level_threshold' => 25,
        'at_risk_months' => 1,
        'lapsed_months' => 1,
        'needs_contact_days' => 1,
        'new_donor_window_days' => 1,
        'upgrade_potential_threshold_pct' => 25,
        'giving_trend_threshold_pct' => 25,
        'minimum_gifts_for_trend' => 1
    ],
    'portfolio' => [
        'major_gift_threshold' => 25,
        'mid_level_threshold' => 25,
        'at_risk_months' => 1,
        'lapsed_months' => 1,
        'needs_contact_days' => 1,
        'new_donor_window_days' => 1,
        'upgrade_potential_threshold_pct' => 25,
        'giving_trend_threshold_pct' => 25,
        'minimum_gifts_for_trend' => 1
    ],
    'cohorts' => [
        'upgrade_threshold_pct' => 25,
        'downgrade_threshold_pct' => 25,
        'maintained_tolerance_pct' => 25
    ],
    'acknowledgements' => [
        'enabled' => true,
        'stewardship_start_date' => '2026-10-20',
        'initial_backfill_days' => 0,
        'pending_after_days' => 1,
        'auto_email_can_acknowledge_default' => true,
        'allowed_sources' => [
                '<unknown>'
        ]
    ],
    'filters' => [
        'default_group_by_household' => true
    ],
    'planning' => [
        'strategy_review_days' => 1,
        'qualification_stall_days' => 1,
        'severely_overdue_days' => 1,
        'annual_review_reminder_days' => 1,
        'qualification_template_version' => 1,
        'default_period' => 'calendar_year'
    ],
    'relationship_provisioning' => [
        'policy_version' => 1,
        'enabled' => true,
        'default_giving_scope' => 'attributed_only',
        'relationship_type_mappings' => [
                [
                                'key' => 'donor_advised_fund',
                                'core_relationship_type' => 'Relationship Provisioning.Relationship Type Mappings.*.Core Relationship Type',
                                'vehicle_relationship_type' => 'Relationship Provisioning.Relationship Type Mappings.*.Vehicle Relationship Type',
                                'kind' => 'family_fund',
                                'decision' => 'auto_create'
                ]
        ]
    ],
    'attribution' => [
        'policy_version' => 1,
        'soft_credit_types' => [
                [
                                'relationship_giving' => true,
                                'relationship_reactivation' => true,
                                'giving_anniversary' => true,
                                'relationship_follow_up' => true
                ]
        ],
        'relationship_follow_up' => [
                'enabled' => true,
                'due_days_after' => 1,
                'lookback_days' => 1
        ]
    ],
    'reactivation' => [
        'allowed_actions' => [
                '<unknown>'
        ]
    ],
    'interactions' => [
        'classification_version' => 2,
        'meaningful_channels' => [
                'Interactions.Meaningful Channels.*'
        ],
        'meaningful_purposes' => [
                'Interactions.Meaningful Purposes.*'
        ],
        'meaningful_outcomes' => [
                'completed'
        ],
        'meaningful_directions' => [
                'inbound'
        ],
        'meaningful_provider_purposes' => [
                'Interactions.Meaningful Provider Purposes.*'
        ],
        'meaningful_keywords' => [
                'Interactions.Meaningful Keywords.*'
        ],
        'meaningful_subject_markers' => [
                'meaningful'
        ],
        'excluded_contact_purposes' => [
                'Interactions.Excluded Contact Purposes.*'
        ]
    ],
    'suggestions' => [
        'enabled' => true,
        'playbook' => 'balanced',
        'moments' => [
                'first_gift' => 'call',
                'major_gift' => 'call',
                'giving_anniversary' => 'call',
                'reactivation' => 'call',
                'sustainer_milestone' => 'call'
        ],
        'scope' => [
                'dashboard' => true,
                'donor_record' => true,
                'work_queue' => true,
                'after_gift_entry' => true
        ],
        'guardrails' => [
                'touch_fatigue_cap_per_30_days' => 1,
                'respect_channel_consent' => true,
                'budget_aware_downgrade' => true,
                'channel_cooldown_days' => 1
        ]
    ],
    'digest' => [
        'enabled' => true,
        'frequency' => 'daily',
        'weekday' => 'monday',
        'recipients' => [
                'jane@example.org'
        ],
        'include_anniversaries' => true,
        'include_unacknowledged_gifts' => true,
        'include_reactivation' => 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/settings"

	payload := strings.NewReader("{\n  \"initialize_stewardship\": true,\n  \"comparison\": {\n    \"default_mode\": \"Comparison.Default Mode\"\n  },\n  \"user_preferences\": {\n    \"comparison\": {\n      \"default_mode\": \"User Preferences.Comparison.Default Mode\"\n    }\n  },\n  \"caseload\": {\n    \"major_gift_threshold\": 25,\n    \"mid_level_threshold\": 25,\n    \"at_risk_months\": 1,\n    \"lapsed_months\": 1,\n    \"needs_contact_days\": 1,\n    \"new_donor_window_days\": 1,\n    \"upgrade_potential_threshold_pct\": 25,\n    \"giving_trend_threshold_pct\": 25,\n    \"minimum_gifts_for_trend\": 1\n  },\n  \"portfolio\": {\n    \"major_gift_threshold\": 25,\n    \"mid_level_threshold\": 25,\n    \"at_risk_months\": 1,\n    \"lapsed_months\": 1,\n    \"needs_contact_days\": 1,\n    \"new_donor_window_days\": 1,\n    \"upgrade_potential_threshold_pct\": 25,\n    \"giving_trend_threshold_pct\": 25,\n    \"minimum_gifts_for_trend\": 1\n  },\n  \"cohorts\": {\n    \"upgrade_threshold_pct\": 25,\n    \"downgrade_threshold_pct\": 25,\n    \"maintained_tolerance_pct\": 25\n  },\n  \"acknowledgements\": {\n    \"enabled\": true,\n    \"stewardship_start_date\": \"2026-10-20\",\n    \"initial_backfill_days\": 0,\n    \"pending_after_days\": 1,\n    \"auto_email_can_acknowledge_default\": true,\n    \"allowed_sources\": [\n      \"<unknown>\"\n    ]\n  },\n  \"filters\": {\n    \"default_group_by_household\": true\n  },\n  \"planning\": {\n    \"strategy_review_days\": 1,\n    \"qualification_stall_days\": 1,\n    \"severely_overdue_days\": 1,\n    \"annual_review_reminder_days\": 1,\n    \"qualification_template_version\": 1,\n    \"default_period\": \"calendar_year\"\n  },\n  \"relationship_provisioning\": {\n    \"policy_version\": 1,\n    \"enabled\": true,\n    \"default_giving_scope\": \"attributed_only\",\n    \"relationship_type_mappings\": [\n      {\n        \"key\": \"donor_advised_fund\",\n        \"core_relationship_type\": \"Relationship Provisioning.Relationship Type Mappings.*.Core Relationship Type\",\n        \"vehicle_relationship_type\": \"Relationship Provisioning.Relationship Type Mappings.*.Vehicle Relationship Type\",\n        \"kind\": \"family_fund\",\n        \"decision\": \"auto_create\"\n      }\n    ]\n  },\n  \"attribution\": {\n    \"policy_version\": 1,\n    \"soft_credit_types\": [\n      {\n        \"relationship_giving\": true,\n        \"relationship_reactivation\": true,\n        \"giving_anniversary\": true,\n        \"relationship_follow_up\": true\n      }\n    ],\n    \"relationship_follow_up\": {\n      \"enabled\": true,\n      \"due_days_after\": 1,\n      \"lookback_days\": 1\n    }\n  },\n  \"reactivation\": {\n    \"allowed_actions\": [\n      \"<unknown>\"\n    ]\n  },\n  \"interactions\": {\n    \"classification_version\": 2,\n    \"meaningful_channels\": [\n      \"Interactions.Meaningful Channels.*\"\n    ],\n    \"meaningful_purposes\": [\n      \"Interactions.Meaningful Purposes.*\"\n    ],\n    \"meaningful_outcomes\": [\n      \"completed\"\n    ],\n    \"meaningful_directions\": [\n      \"inbound\"\n    ],\n    \"meaningful_provider_purposes\": [\n      \"Interactions.Meaningful Provider Purposes.*\"\n    ],\n    \"meaningful_keywords\": [\n      \"Interactions.Meaningful Keywords.*\"\n    ],\n    \"meaningful_subject_markers\": [\n      \"meaningful\"\n    ],\n    \"excluded_contact_purposes\": [\n      \"Interactions.Excluded Contact Purposes.*\"\n    ]\n  },\n  \"suggestions\": {\n    \"enabled\": true,\n    \"playbook\": \"balanced\",\n    \"moments\": {\n      \"first_gift\": \"call\",\n      \"major_gift\": \"call\",\n      \"giving_anniversary\": \"call\",\n      \"reactivation\": \"call\",\n      \"sustainer_milestone\": \"call\"\n    },\n    \"scope\": {\n      \"dashboard\": true,\n      \"donor_record\": true,\n      \"work_queue\": true,\n      \"after_gift_entry\": true\n    },\n    \"guardrails\": {\n      \"touch_fatigue_cap_per_30_days\": 1,\n      \"respect_channel_consent\": true,\n      \"budget_aware_downgrade\": true,\n      \"channel_cooldown_days\": 1\n    }\n  },\n  \"digest\": {\n    \"enabled\": true,\n    \"frequency\": \"daily\",\n    \"weekday\": \"monday\",\n    \"recipients\": [\n      \"jane@example.org\"\n    ],\n    \"include_anniversaries\": true,\n    \"include_unacknowledged_gifts\": true,\n    \"include_reactivation\": true\n  }\n}")

	req, _ := http.NewRequest("PUT", 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.put("https://api.gratona.com/v1/admin/fundraising/settings")
  .header("Authorization", "Bearer <token>")
  .header("Content-Type", "application/json")
  .body("{\n  \"initialize_stewardship\": true,\n  \"comparison\": {\n    \"default_mode\": \"Comparison.Default Mode\"\n  },\n  \"user_preferences\": {\n    \"comparison\": {\n      \"default_mode\": \"User Preferences.Comparison.Default Mode\"\n    }\n  },\n  \"caseload\": {\n    \"major_gift_threshold\": 25,\n    \"mid_level_threshold\": 25,\n    \"at_risk_months\": 1,\n    \"lapsed_months\": 1,\n    \"needs_contact_days\": 1,\n    \"new_donor_window_days\": 1,\n    \"upgrade_potential_threshold_pct\": 25,\n    \"giving_trend_threshold_pct\": 25,\n    \"minimum_gifts_for_trend\": 1\n  },\n  \"portfolio\": {\n    \"major_gift_threshold\": 25,\n    \"mid_level_threshold\": 25,\n    \"at_risk_months\": 1,\n    \"lapsed_months\": 1,\n    \"needs_contact_days\": 1,\n    \"new_donor_window_days\": 1,\n    \"upgrade_potential_threshold_pct\": 25,\n    \"giving_trend_threshold_pct\": 25,\n    \"minimum_gifts_for_trend\": 1\n  },\n  \"cohorts\": {\n    \"upgrade_threshold_pct\": 25,\n    \"downgrade_threshold_pct\": 25,\n    \"maintained_tolerance_pct\": 25\n  },\n  \"acknowledgements\": {\n    \"enabled\": true,\n    \"stewardship_start_date\": \"2026-10-20\",\n    \"initial_backfill_days\": 0,\n    \"pending_after_days\": 1,\n    \"auto_email_can_acknowledge_default\": true,\n    \"allowed_sources\": [\n      \"<unknown>\"\n    ]\n  },\n  \"filters\": {\n    \"default_group_by_household\": true\n  },\n  \"planning\": {\n    \"strategy_review_days\": 1,\n    \"qualification_stall_days\": 1,\n    \"severely_overdue_days\": 1,\n    \"annual_review_reminder_days\": 1,\n    \"qualification_template_version\": 1,\n    \"default_period\": \"calendar_year\"\n  },\n  \"relationship_provisioning\": {\n    \"policy_version\": 1,\n    \"enabled\": true,\n    \"default_giving_scope\": \"attributed_only\",\n    \"relationship_type_mappings\": [\n      {\n        \"key\": \"donor_advised_fund\",\n        \"core_relationship_type\": \"Relationship Provisioning.Relationship Type Mappings.*.Core Relationship Type\",\n        \"vehicle_relationship_type\": \"Relationship Provisioning.Relationship Type Mappings.*.Vehicle Relationship Type\",\n        \"kind\": \"family_fund\",\n        \"decision\": \"auto_create\"\n      }\n    ]\n  },\n  \"attribution\": {\n    \"policy_version\": 1,\n    \"soft_credit_types\": [\n      {\n        \"relationship_giving\": true,\n        \"relationship_reactivation\": true,\n        \"giving_anniversary\": true,\n        \"relationship_follow_up\": true\n      }\n    ],\n    \"relationship_follow_up\": {\n      \"enabled\": true,\n      \"due_days_after\": 1,\n      \"lookback_days\": 1\n    }\n  },\n  \"reactivation\": {\n    \"allowed_actions\": [\n      \"<unknown>\"\n    ]\n  },\n  \"interactions\": {\n    \"classification_version\": 2,\n    \"meaningful_channels\": [\n      \"Interactions.Meaningful Channels.*\"\n    ],\n    \"meaningful_purposes\": [\n      \"Interactions.Meaningful Purposes.*\"\n    ],\n    \"meaningful_outcomes\": [\n      \"completed\"\n    ],\n    \"meaningful_directions\": [\n      \"inbound\"\n    ],\n    \"meaningful_provider_purposes\": [\n      \"Interactions.Meaningful Provider Purposes.*\"\n    ],\n    \"meaningful_keywords\": [\n      \"Interactions.Meaningful Keywords.*\"\n    ],\n    \"meaningful_subject_markers\": [\n      \"meaningful\"\n    ],\n    \"excluded_contact_purposes\": [\n      \"Interactions.Excluded Contact Purposes.*\"\n    ]\n  },\n  \"suggestions\": {\n    \"enabled\": true,\n    \"playbook\": \"balanced\",\n    \"moments\": {\n      \"first_gift\": \"call\",\n      \"major_gift\": \"call\",\n      \"giving_anniversary\": \"call\",\n      \"reactivation\": \"call\",\n      \"sustainer_milestone\": \"call\"\n    },\n    \"scope\": {\n      \"dashboard\": true,\n      \"donor_record\": true,\n      \"work_queue\": true,\n      \"after_gift_entry\": true\n    },\n    \"guardrails\": {\n      \"touch_fatigue_cap_per_30_days\": 1,\n      \"respect_channel_consent\": true,\n      \"budget_aware_downgrade\": true,\n      \"channel_cooldown_days\": 1\n    }\n  },\n  \"digest\": {\n    \"enabled\": true,\n    \"frequency\": \"daily\",\n    \"weekday\": \"monday\",\n    \"recipients\": [\n      \"jane@example.org\"\n    ],\n    \"include_anniversaries\": true,\n    \"include_unacknowledged_gifts\": true,\n    \"include_reactivation\": true\n  }\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.gratona.com/v1/admin/fundraising/settings")

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

request = Net::HTTP::Put.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"initialize_stewardship\": true,\n  \"comparison\": {\n    \"default_mode\": \"Comparison.Default Mode\"\n  },\n  \"user_preferences\": {\n    \"comparison\": {\n      \"default_mode\": \"User Preferences.Comparison.Default Mode\"\n    }\n  },\n  \"caseload\": {\n    \"major_gift_threshold\": 25,\n    \"mid_level_threshold\": 25,\n    \"at_risk_months\": 1,\n    \"lapsed_months\": 1,\n    \"needs_contact_days\": 1,\n    \"new_donor_window_days\": 1,\n    \"upgrade_potential_threshold_pct\": 25,\n    \"giving_trend_threshold_pct\": 25,\n    \"minimum_gifts_for_trend\": 1\n  },\n  \"portfolio\": {\n    \"major_gift_threshold\": 25,\n    \"mid_level_threshold\": 25,\n    \"at_risk_months\": 1,\n    \"lapsed_months\": 1,\n    \"needs_contact_days\": 1,\n    \"new_donor_window_days\": 1,\n    \"upgrade_potential_threshold_pct\": 25,\n    \"giving_trend_threshold_pct\": 25,\n    \"minimum_gifts_for_trend\": 1\n  },\n  \"cohorts\": {\n    \"upgrade_threshold_pct\": 25,\n    \"downgrade_threshold_pct\": 25,\n    \"maintained_tolerance_pct\": 25\n  },\n  \"acknowledgements\": {\n    \"enabled\": true,\n    \"stewardship_start_date\": \"2026-10-20\",\n    \"initial_backfill_days\": 0,\n    \"pending_after_days\": 1,\n    \"auto_email_can_acknowledge_default\": true,\n    \"allowed_sources\": [\n      \"<unknown>\"\n    ]\n  },\n  \"filters\": {\n    \"default_group_by_household\": true\n  },\n  \"planning\": {\n    \"strategy_review_days\": 1,\n    \"qualification_stall_days\": 1,\n    \"severely_overdue_days\": 1,\n    \"annual_review_reminder_days\": 1,\n    \"qualification_template_version\": 1,\n    \"default_period\": \"calendar_year\"\n  },\n  \"relationship_provisioning\": {\n    \"policy_version\": 1,\n    \"enabled\": true,\n    \"default_giving_scope\": \"attributed_only\",\n    \"relationship_type_mappings\": [\n      {\n        \"key\": \"donor_advised_fund\",\n        \"core_relationship_type\": \"Relationship Provisioning.Relationship Type Mappings.*.Core Relationship Type\",\n        \"vehicle_relationship_type\": \"Relationship Provisioning.Relationship Type Mappings.*.Vehicle Relationship Type\",\n        \"kind\": \"family_fund\",\n        \"decision\": \"auto_create\"\n      }\n    ]\n  },\n  \"attribution\": {\n    \"policy_version\": 1,\n    \"soft_credit_types\": [\n      {\n        \"relationship_giving\": true,\n        \"relationship_reactivation\": true,\n        \"giving_anniversary\": true,\n        \"relationship_follow_up\": true\n      }\n    ],\n    \"relationship_follow_up\": {\n      \"enabled\": true,\n      \"due_days_after\": 1,\n      \"lookback_days\": 1\n    }\n  },\n  \"reactivation\": {\n    \"allowed_actions\": [\n      \"<unknown>\"\n    ]\n  },\n  \"interactions\": {\n    \"classification_version\": 2,\n    \"meaningful_channels\": [\n      \"Interactions.Meaningful Channels.*\"\n    ],\n    \"meaningful_purposes\": [\n      \"Interactions.Meaningful Purposes.*\"\n    ],\n    \"meaningful_outcomes\": [\n      \"completed\"\n    ],\n    \"meaningful_directions\": [\n      \"inbound\"\n    ],\n    \"meaningful_provider_purposes\": [\n      \"Interactions.Meaningful Provider Purposes.*\"\n    ],\n    \"meaningful_keywords\": [\n      \"Interactions.Meaningful Keywords.*\"\n    ],\n    \"meaningful_subject_markers\": [\n      \"meaningful\"\n    ],\n    \"excluded_contact_purposes\": [\n      \"Interactions.Excluded Contact Purposes.*\"\n    ]\n  },\n  \"suggestions\": {\n    \"enabled\": true,\n    \"playbook\": \"balanced\",\n    \"moments\": {\n      \"first_gift\": \"call\",\n      \"major_gift\": \"call\",\n      \"giving_anniversary\": \"call\",\n      \"reactivation\": \"call\",\n      \"sustainer_milestone\": \"call\"\n    },\n    \"scope\": {\n      \"dashboard\": true,\n      \"donor_record\": true,\n      \"work_queue\": true,\n      \"after_gift_entry\": true\n    },\n    \"guardrails\": {\n      \"touch_fatigue_cap_per_30_days\": 1,\n      \"respect_channel_consent\": true,\n      \"budget_aware_downgrade\": true,\n      \"channel_cooldown_days\": 1\n    }\n  },\n  \"digest\": {\n    \"enabled\": true,\n    \"frequency\": \"daily\",\n    \"weekday\": \"monday\",\n    \"recipients\": [\n      \"jane@example.org\"\n    ],\n    \"include_anniversaries\": true,\n    \"include_unacknowledged_gifts\": true,\n    \"include_reactivation\": true\n  }\n}"

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

{
  "status": "success",
  "data": {
    "comparison": {
      "default_mode": "Comparison.Default Mode",
      "effective_default_mode": "Example"
    },
    "user_preferences": {
      "comparison": {
        "default_mode": "User Preferences.Comparison.Default Mode"
      }
    },
    "caseload": {
      "major_gift_threshold": 25,
      "mid_level_threshold": 25,
      "at_risk_months": 1,
      "lapsed_months": 1,
      "needs_contact_days": 1,
      "new_donor_window_days": 1,
      "upgrade_potential_threshold_pct": 25,
      "giving_trend_threshold_pct": 25,
      "minimum_gifts_for_trend": 1
    },
    "portfolio": {
      "major_gift_threshold": 25,
      "mid_level_threshold": 25,
      "at_risk_months": 1,
      "lapsed_months": 1,
      "needs_contact_days": 1,
      "new_donor_window_days": 1,
      "upgrade_potential_threshold_pct": 25,
      "giving_trend_threshold_pct": 25,
      "minimum_gifts_for_trend": 1
    },
    "cohorts": {
      "upgrade_threshold_pct": 25,
      "downgrade_threshold_pct": 25,
      "maintained_tolerance_pct": 25
    },
    "acknowledgements": {
      "enabled": true,
      "stewardship_start_date": "2026-10-20",
      "initial_backfill_days": 0,
      "pending_after_days": 1,
      "auto_email_can_acknowledge_default": true,
      "allowed_sources": [
        "<unknown>"
      ],
      "stewardship_configured": true,
      "source": "donations_acknowledged_at"
    },
    "filters": {
      "default_group_by_household": true
    },
    "planning": {
      "strategy_review_days": 1,
      "qualification_stall_days": 1,
      "severely_overdue_days": 1,
      "annual_review_reminder_days": 1,
      "qualification_template_version": 1,
      "default_period": "calendar_year"
    },
    "relationship_provisioning": {
      "policy_version": 1,
      "enabled": true,
      "default_giving_scope": "attributed_only",
      "relationship_type_mappings": [
        {
          "key": "donor_advised_fund",
          "core_relationship_type": "Relationship Provisioning.Relationship Type Mappings.*.Core Relationship Type",
          "vehicle_relationship_type": "Relationship Provisioning.Relationship Type Mappings.*.Vehicle Relationship Type",
          "kind": "family_fund",
          "decision": "auto_create"
        }
      ]
    },
    "attribution": {
      "policy_version": 1,
      "soft_credit_types": {},
      "relationship_follow_up": {
        "enabled": true,
        "due_days_after": 1,
        "lookback_days": 1
      },
      "soft_credit_type_options": [
        {
          "key": "Example",
          "name": "Example"
        }
      ]
    },
    "reactivation": {
      "allowed_actions": [
        "<unknown>"
      ]
    },
    "interactions": {
      "classification_version": 2,
      "meaningful_channels": [
        "Interactions.Meaningful Channels.*"
      ],
      "meaningful_purposes": [
        "Interactions.Meaningful Purposes.*"
      ],
      "meaningful_outcomes": [
        "completed"
      ],
      "meaningful_directions": [
        "inbound"
      ],
      "meaningful_provider_purposes": [
        "Interactions.Meaningful Provider Purposes.*"
      ],
      "meaningful_keywords": [
        "Interactions.Meaningful Keywords.*"
      ],
      "meaningful_subject_markers": [
        "meaningful"
      ],
      "excluded_contact_purposes": [
        "Interactions.Excluded Contact Purposes.*"
      ]
    },
    "suggestions": {
      "enabled": true,
      "playbook": "balanced",
      "moments": {
        "first_gift": "call",
        "major_gift": "call",
        "giving_anniversary": "call",
        "reactivation": "call",
        "sustainer_milestone": "call"
      },
      "scope": {
        "dashboard": true,
        "donor_record": true,
        "work_queue": true,
        "after_gift_entry": true
      },
      "guardrails": {
        "touch_fatigue_cap_per_30_days": 1,
        "respect_channel_consent": true,
        "budget_aware_downgrade": true,
        "channel_cooldown_days": 1
      }
    },
    "digest": {
      "enabled": true,
      "frequency": "daily",
      "weekday": "monday",
      "recipients": [
        "jane@example.org"
      ],
      "include_anniversaries": true,
      "include_unacknowledged_gifts": true,
      "include_reactivation": true
    },
    "stewardship_setup": {
      "required": true,
      "today": "2026-10-20",
      "timezone": "Example"
    }
  }
}

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

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