> ## 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.

# Standardization step 5 — finalize and lock the form

> Final step. Pre-checks `buildRolloutEligibility` (returns 422 with the failing reasons when the form is not ready) and then calls `DonorStandardizationService::finalize` to lock the form into the standardized state. Returns the run plus a fresh rollout payload. After this point the legacy custom fields participating in the migration are read-only. Requires permission: `manage_programs`.



## OpenAPI

````yaml post /admin/forms/{hysform_id}/standardization/finalize
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 sponsorship relationships, lifecycle transitions, and
      sponsorship-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: Client
    description: Client
  - name: Email Settings
    description: Email Settings
  - name: Admin Dashboard
    description: Admin Dashboard
  - name: Historical Archived Updates
    description: Historical Archived Updates
  - name: Team & access
    description: Team & access
  - name: Files
    description: Files
  - name: Wrapped
    description: Wrapped
  - name: Donor SignUp
    description: Donor SignUp
  - name: Frontend
    description: Frontend
  - name: User
    description: User
paths:
  /admin/forms/{hysform_id}/standardization/finalize:
    post:
      tags:
        - Forms
      summary: Standardization step 5 — finalize and lock the form
      description: >-
        Final step. Pre-checks `buildRolloutEligibility` (returns 422 with the
        failing reasons when the form is not ready) and then calls
        `DonorStandardizationService::finalize` to lock the form into the
        standardized state. Returns the run plus a fresh rollout payload. After
        this point the legacy custom fields participating in the migration are
        read-only. Requires permission: `manage_programs`.
      operationId: 87ae4a8d144abd4c258d4f3b8f72adf9
      parameters:
        - name: hysform_id
          in: path
          description: Donor form to finalize.
          required: true
          schema:
            type: integer
          example: 42
      responses:
        '200':
          description: Finalize complete.
          content:
            application/json:
              schema:
                properties:
                  status:
                    type: string
                    example: success
                  data:
                    properties:
                      run:
                        type: object
                      rollout:
                        type: object
                    type: object
                type: object
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedResponse'
        '404':
          description: Donor form not found
          content:
            application/json:
              schema:
                properties:
                  message:
                    type: string
                    example: Donor form not found.
                  status:
                    type: string
                    example: error
                type: object
        '422':
          description: >-
            Form is not ready for finalization (verification missing or drift
            detected).
          content:
            application/json:
              schema:
                properties:
                  message:
                    type: string
                    example: Form is not ready for finalization.
                  status:
                    type: string
                    example: error
                  errors:
                    description: Per-reason eligibility failures.
                    type: array
                    items:
                      type: string
                type: object
      security:
        - bearerAuth: []
        - apiKeyAuth: []
components:
  schemas:
    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
  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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