# LeaseOps Portal tenant seed package

Seed package for turning Property Management Pipeline Portal into a configured buyer tenant with users, roles, data sources, integrations, feature flags, automations, notifications, support defaults, and launch assets.

Tenant: Harborstone Property Group
Production domain: property-management.ideas-realized.com
Preview domain: property-management.ideas-realized.com
Primary proof screen: accounting
JSON manifest: /demo-library/property-management/tenant-seed-package.json

## Seed Counts

- Users: 3
- Permission scopes: 3
- Data sources: 3
- Integrations: 4
- Automations: 3
- Notifications: 2
- Feature flags: 16
- Support tickets: 5
- Launch assets: 4
- Needs client input: 4

## Users And Roles

- Maya Chen (maya.chen@harborstonepropertygroup.example) as Operations manager: Owns stage rules, approval queues, and team workload.. Permissions: Portfolio operations and approvals; Approve owner packets; Assign rent-ready blockers
- Luis Romero (luis.romero@harborstonepropertygroup.example) as Owner relations: Requests documents, reviews packets, and manages owner communication.. Permissions: Owner-facing packet access; Upload required documents; Review status requests
- Dana Patel (dana.patel@harborstonepropertygroup.example) as Property owner: Uploads required materials and monitors onboarding status.. Permissions: Accounting handoff and export review; Validate reserve fields; Approve export preflight

## Permission Scopes

- Owner documents: Portfolio manager, Owner portal user. Restricted: Insurance files, Bank details, Internal rejection notes. Launch check: Owner portal view hides internal rejection details and cross-owner files.
- Rent-ready tasks: Portfolio manager. Restricted: Internal vendor notes, Reserve approval notes. Launch check: Blocked task cannot be marked ready without owner and next-action note.
- Accounting export: Portfolio manager, Accounting lead. Restricted: Owner reserve values, Bank fields, Export exception notes. Launch check: Export preflight requires accounting lead approval before handoff.

## Data Sources

- [needs-client] Owner and property export from AppFolio, Buildium, QuickBooks, or onboarding spreadsheet: 20 to 120 owner/property records. Owner: Onboarding coordinator. Template: /demo-library/property-management/import-templates/owner-property-intake. Required fields: Owner.displayName, Owner.email, Property.address
- [template] Document checklist from Shared drive, portal export, or intake checklist: 8 to 20 document rows per property. Owner: Document specialist. Template: /demo-library/property-management/import-templates/document-checklist. Required fields: Document.type, Document.status
- [ready] Rent-ready task list from Property manager spreadsheet or maintenance board: 5 to 18 tasks per property. Owner: Property manager. Template: /demo-library/property-management/import-templates/owner-property-intake. Required fields: LaunchTask.label, LaunchTask.ownerRole

## Integrations

- [template] Document uploads (Onboarding coordinator): Portal upload states are modeled; storage provider can be selected per client.
- [optional] E-sign provider (Document specialist): DocuSign or Dropbox Sign for management agreement execution.
- [needs-client] Accounting export (Property manager): Depends on AppFolio, Buildium, QuickBooks, or internal system.
- [template] Owner email notices (Onboarding coordinator): Missing document and approval status messages are scoped.

## Feature Flags

- core_owner_and_property_intake_pipeline=on: Owner and property intake pipeline. Owner: Operations manager. Enabled for pilot launch.
- core_resident_application_screening=on: Resident application screening. Owner: Owner relations. Enabled for pilot launch.
- core_move_in_package_desk=on: Move-in package desk. Owner: Property owner. Enabled for pilot launch.
- core_document_checklist_and_review_states=on: Document checklist and review states. Owner: Operations manager. Enabled for pilot launch.
- core_owner_portal_activation_desk=on: Owner portal activation desk. Owner: Owner relations. Enabled for pilot launch.
- core_rent_ready_launch_checklist=on: Rent-ready launch checklist. Owner: Property owner. Enabled for pilot launch.
- core_lease_renewal_and_owner_approval_desk=on: Lease renewal and owner approval desk. Owner: Operations manager. Enabled for pilot launch.
- core_owner_message_queue=on: Owner message queue. Owner: Owner relations. Enabled for pilot launch.
- core_approval_board_by_onboarding_stage=on: Approval board by onboarding stage. Owner: Property owner. Enabled for pilot launch.
- core_owner_packet_summary=on: Owner packet summary. Owner: Operations manager. Enabled for pilot launch.
- core_status_timeline_and_internal_notes=on: Status timeline and internal notes. Owner: Owner relations. Enabled for pilot launch.
- core_portfolio_readiness_metrics=on: Portfolio readiness metrics. Owner: Property owner. Enabled for pilot launch.
- optional_owner_self_service_portal=off: Owner self-service portal. Owner: Portfolio manager. Disabled until buyer approves add-on scope.
- optional_rent_roll_import=off: Rent roll import. Owner: Owner portal user. Disabled until buyer approves add-on scope.
- optional_docusign_integration=off: DocuSign integration. Owner: Accounting lead. Disabled until buyer approves add-on scope.
- optional_appfolio_buildium_export=off: AppFolio/Buildium export. Owner: Portfolio manager. Disabled until buyer approves add-on scope.

## Automations

- [template] Missing owner document reminder: Required document remains missing 48 hours after packet creation. -> Send a reminder with the missing document list and update the owner message log.. Fallback: Create an internal call task if owner-facing email is not enabled.
- [ready] Rent-ready blocker escalation: Launch task passes due date while property is still not rent-ready. -> Escalate to the property manager and move the property into launch-risk status.. Fallback: Show blocked property in the launch readiness panel.
- [needs-client] Accounting export preflight: Owner packet reaches approved status. -> Create accounting handoff task with export field review.. Fallback: Hold accounting handoff until PMS field map is approved.

## Notifications

- [template] Owner packet reminder (Email, Owner): A few onboarding items still need attention
- [ready] Launch blocker alert (In-app, Property manager): Rent-ready task needs review

## Support Defaults

- [open/urgent] PM-SUP-221 Escalate insurance certificate missing from Cedar Loft owner packet: The unit is blocked from rent-ready approval until the owner uploads the updated certificate.. Owner: Portfolio manager
- [in-review/watch] PM-SUP-228 Approve accounting export fields for pilot portfolio: Reserve amount and owner payout fields need destination-field approval before export testing.. Owner: Accounting lead
- [open/normal] PM-SUP-235 Review owner message queue before automated reminders: Three reminder templates are staged and require final tone approval.. Owner: Operations lead
- [scheduled/urgent] PROPERTYMANAGEMENT-SUP-700 Demo app availability: Rollback DNS alias to preview or pause launch announcement until the route passes.. Owner: Technical lead
- [scheduled/watch] PROPERTYMANAGEMENT-SUP-701 Properties moved from owner packet started to rent-ready without unresolved accounting blockers: Review analytics key, event mapping, and privacy guardrails before widening access.. Owner: Growth lead

## Launch Assets

- [ready] Owner packet checklist: Documents and review states are already represented in the app.
- [template] Portal onboarding copy: Owner-facing instructions can be branded per property manager.
- [ready] SEO landing page: Canonical page targets property management onboarding searches.
- [needs-client] Accounting handoff map: Needs destination-system field names before production sync.

## Implementation Links

- Client launch plan JSON: /demo-library/property-management/client-launch-plan.json
- Deployment launch plan JSON: /demo-library/property-management/deployment-launch.json
- OpenAPI implementation spec: /demo-library/property-management/openapi.json
- Sample data package JSON: /demo-library/property-management/sample-data-package.json