> ## 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.

# Review a donor sponsorship change

> Creates a ten-minute, session-bound one-time review without writing the payment schedule. Only the documented properties are accepted. Change preserves the monthly-equivalent contribution and re-expresses a per-period amount for the selected frequency; cancellation preserves historical payments/paid coverage. The review explains direct application or approval consequences. Online writes require direct/approval program mode and workspace rollout. A pending request blocks additional changes. Provider subscriptions, nonbilling/zero/nonrecurring commitments, expired schedules or processing payments require staff help; cancellation also requires active donor_cancelled reason with no notes. Schedule changes also block due/past-due/retry payments. Uses a logged-in donor session for this organization and a valid portal program/global context; the session TTL refreshes to one hour. Only that donor’s relationships or requests can be accessed.



## OpenAPI

````yaml post /frontend/donor/dashboard/sponsorships/{client_id}/{program_id}/{session_id}/{donor_entity_id}/preview
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:
  /frontend/donor/dashboard/sponsorships/{client_id}/{program_id}/{session_id}/{donor_entity_id}/preview:
    post:
      tags:
        - Sponsorships
      summary: Review a donor sponsorship change
      description: >-
        Creates a ten-minute, session-bound one-time review without writing the
        payment schedule. Only the documented properties are accepted. Change
        preserves the monthly-equivalent contribution and re-expresses a
        per-period amount for the selected frequency; cancellation preserves
        historical payments/paid coverage. The review explains direct
        application or approval consequences. Online writes require
        direct/approval program mode and workspace rollout. A pending request
        blocks additional changes. Provider subscriptions,
        nonbilling/zero/nonrecurring commitments, expired schedules or
        processing payments require staff help; cancellation also requires
        active donor_cancelled reason with no notes. Schedule changes also block
        due/past-due/retry payments. Uses a logged-in donor session for this
        organization and a valid portal program/global context; the session TTL
        refreshes to one hour. Only that donor’s relationships or requests can
        be accessed.
      operationId: DonorSponsorshipManagementController_preview
      parameters:
        - name: client_id
          in: path
          description: Record ID in the authenticated organization.
          required: true
          schema:
            type: integer
            example: 42
          example: 42
        - name: program_id
          in: path
          description: Owned portal program ID or none for the organization-wide portal.
          required: true
          schema:
            type: string
            example: none
          example: none
        - name: session_id
          in: path
          description: >-
            Logged-in donor session token for the requested organization;
            refreshed to one hour.
          required: true
          schema:
            type: string
            example: donor-session-token
          example: donor-session-token
        - name: donor_entity_id
          in: path
          description: Record ID in the authenticated organization.
          required: true
          schema:
            type: integer
            example: 42
          example: 42
      requestBody:
        required: true
        content:
          application/json:
            schema:
              oneOf:
                - required:
                    - action
                    - frequency
                    - next_action_date
                  properties:
                    action:
                      description: Review frequency/next-date change.
                      type: string
                      enum:
                        - change
                      example: change
                    frequency:
                      description: >-
                        Choose from frequencies returned by sponsorship detail;
                        biweekly6 supports date-only changes.
                      type: integer
                      enum:
                        - 1
                        - 2
                        - 3
                        - 4
                        - 6
                        - 7
                      example: 1
                    next_action_date:
                      description: Date inside the detail response window.
                      type: string
                      format: date
                      example: '2026-12-01'
                  type: object
                  additionalProperties: false
                - required:
                    - action
                  properties:
                    action:
                      description: Review cancellation; frequency/date are prohibited.
                      type: string
                      enum:
                        - cancel
                      example: cancel
                  type: object
                  additionalProperties: false
      responses:
        '200':
          description: Review a donor sponsorship change completed.
          content:
            application/json:
              schema:
                properties:
                  status:
                    description: Operation success.
                    type: string
                    enum:
                      - success
                    example: success
                  data:
                    $ref: '#/components/schemas/SponsorshipApiManagementPreview'
                type: object
        '401':
          description: Session expired or invalid program/donor context.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SponsorshipApiManagementError'
        '404':
          description: Relationship/request is absent from the donor account.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SponsorshipApiManagementError'
        '409':
          description: An approval request is already pending.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SponsorshipApiManagementError'
        '422':
          description: >-
            Unexpected/invalid fields, unavailable frequency/date, unchanged
            schedule or current action blocker.
          content:
            application/json:
              schema:
                oneOf:
                  - $ref: '#/components/schemas/SponsorshipApiManagementError'
                  - $ref: '#/components/schemas/ValidationErrorResponse'
      security: []
components:
  schemas:
    SponsorshipApiManagementPreview:
      properties:
        action:
          description: Requested schedule change or cancellation.
          type: string
          enum:
            - change
            - cancel
          example: change
        management_mode:
          description: >-
            Effective mode from sponsorship program settings and workspace
            rollout.
          type: string
          enum:
            - disabled
            - direct
            - approval
          example: disabled
        donor_entity_id:
          description: Owned relationship ID.
          type: integer
          example: 42
        commitment_id:
          description: Commitment being reviewed.
          type: integer
          example: 42
        current:
          $ref: '#/components/schemas/SponsorshipApiFinancialState'
        projected:
          $ref: '#/components/schemas/SponsorshipApiFinancialState'
        currency_symbol:
          description: Currency symbol.
          type: string
          example: Example
          nullable: true
        payment_behavior:
          description: Billing behavior derived from stored payment method.
          type: string
          enum:
            - automatic_charge
            - manual_reminder
            - external_processor
            - non_billing
          example: automatic_charge
        preview_token:
          description: >-
            One-time review UUID, bound to
            organization/donor/session/program/sponsorship/action/values/state.
          type: string
          format: uuid
          example: d38103d8-1e8b-47ab-ae04-7e1f8a3bc727
        preview_expires_at:
          description: Review expires after ten minutes.
          type: string
          format: date-time
          example: '2026-10-20T12:00:00Z'
          nullable: true
        message:
          description: Change/cancel and direct/approval consequences.
          type: string
          example: >-
            Confirming updates your future payment schedule. You will not be
            charged now.
        paid_through_date:
          description: Paid coverage is retained.
          type: string
          format: date
          example: '2026-11-01'
          nullable: true
      type: object
    SponsorshipApiManagementError:
      required:
        - status
        - code
        - message
      properties:
        status:
          description: Failure status.
          type: string
          enum:
            - error
          example: error
        code:
          description: Stable domain/session rejection code.
          type: string
          example: preview_stale
        message:
          description: Readable explanation.
          type: string
          example: Review the latest sponsorship details again.
      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
    SponsorshipApiFinancialState:
      properties:
        raw_amount:
          description: Stored amount rounded to two decimals.
          type: number
          example: 25
        per_period_charge:
          description: Charge/reminder amount for each period.
          type: number
          example: 25
        monthly_equivalent:
          description: Monthly-equivalent contribution.
          type: number
          example: 25
        frequency:
          description: >-
            Frequency code: 1 monthly,2 quarterly,3 semiannual,4 annual,6
            biweekly,7 bimonthly.
          type: integer
          example: 1
        amount_basis:
          description: >-
            Stored amount applies to each billing period when true, monthly
            equivalent otherwise.
          type: boolean
          example: false
        method:
          description: Stored payment method code.
          type: integer
          example: 3
        next_action_date:
          description: Explicit next occurrence, nullable.
          type: string
          format: date
          example: '2026-11-01'
          nullable: true
        end_date:
          description: Schedule end, nullable.
          type: string
          format: date
          example: '2026-11-01'
          nullable: true
      type: object

````

This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.