acquisition-handoff

name	Acquisition Handoff
slug	acquisition_handoff
version	0.1.0
status	draft
category	residential_multifamily
subsystem	residential_multifamily
pack_type	workflow
targets	["claude_code"]
stale_data	Handoff-lag threshold bands, vendor-rationalization policy, opening rent roll load cutover windows, and insurance-binder minimum term live in overlays and tolerance bands. Timer constants drift. Source-of-truth primacy between dealpath, AppFolio, and Intacct for post-close operating objects is overlay-tunable.
applies_to	{"segment":["middle_market","luxury"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise","high_rise"],"lifecycle":["stabilized","renovation","recap_support"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["asset_manager","regional_manager","reporting_finance_ops_lead","portfolio_manager","third_party_manager_oversight_lead"],"output_types":["checklist","kpi_review","memo"],"decision_severity_max":"action_requires_approval"}
references	{"reads":["reference/connectors/_core/stack_wave4/lifecycle_handoffs.md","reference/connectors/_core/stack_wave4/source_of_truth_matrix.md","reference/connectors/adapters/dealpath_deal_pipeline/manifest.yaml","reference/connectors/adapters/dealpath_deal_pipeline/dq_rules.yaml","reference/connectors/adapters/appfolio_pms/manifest.yaml","reference/connectors/adapters/sage_intacct_gl/manifest.yaml","reference/connectors/master_data/property_master_crosswalk.yaml","reference/connectors/master_data/asset_crosswalk.yaml","reference/connectors/master_data/vendor_master_crosswalk.yaml","reference/connectors/master_data/identity_resolution_framework.md","reference/normalized/schemas/reconciliation_tolerance_band.yaml","reference/normalized/approval_threshold_defaults.csv"],"writes":["reference/connectors/master_data/property_master_crosswalk.yaml","reference/connectors/master_data/asset_crosswalk.yaml","reference/connectors/master_data/vendor_master_crosswalk.yaml","reference/connectors/master_data/unresolved_exceptions_queue.md"]}
metrics_used	["handoff_completeness_score","handoff_lag_days","vendor_rationalization_count","opening_rent_roll_reconciliation_variance","pma_execution_lag_days","crosswalk_row_creation_lag_days"]
escalation_paths	[{"kind":"handoff_lag","to":"regional_ops_director -> asset_mgmt_director -> approval_request(row 7)"},{"kind":"missing_required_approver","to":"asset_mgmt_director -> approval_request(row 17)"},{"kind":"doc_package_incomplete","to":"reporting_finance_ops_lead -> asset_mgmt_director"},{"kind":"vendor_master_conflict","to":"regional_ops_director -> approval_request(row 19)"},{"kind":"insurance_gap_during_transition","to":"asset_mgmt_director + legal counsel -> approval_request(row 17)"}]
approvals_required	["asset_mgmt_director_handoff_signoff","pma_execution_if_tpm","lender_reporting_registration"]
description	Coordinates the handoff from deal close to an operating asset. Fires when Dealpath emits the deal-close event (Handoff 1 + Handoff 3 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). Drives AppFolio property setup, Intacct legal-entity dimension setup, vendor master rationalization, opening rent roll load, PMA execution if third-party managed, lender reporting registration, and data-platform property_master_crosswalk row creation. Produces a handoff checklist with per-item status, verifies completion within the handoff-lag tolerance band, and surfaces blockers for gated approval. Writes back to master_data crosswalks via approval before the handoff is marked complete.

Acquisition Handoff

Workflow purpose

Turn a closed Dealpath deal into a fully-operational asset with auditable handoff completion across AppFolio (operating), Intacct (financial), master data crosswalks (data platform), and the vendor master. The workflow does not itself execute setup steps in vendor systems; it composes the handoff checklist, validates each item's completion against the source-of-truth matrix, and routes gated items through workflows/owner_approval_routing. Handoff is not complete until every item is within the tolerance band on reconciliation_tolerance_band.yaml and the asset_mgmt_director has signed off.

Trigger conditions

• Explicit: "acquisition handoff for {deal}", "open operating handoff package", "close the handoff for {property}", "handoff status for {deal}".
• Implicit: Dealpath deal.stage transitions to closed AND deal_close_date_actual is non-null for an acquisition deal type (Handoff 1 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). Downstream post_ic_property_setup emits a handoff_baton_pass event at close.
• Recurring: none. Strictly event-driven.

Inputs (required / optional)

Input	Type	Required	Notes
Dealpath deal record (closed)	record	required	must include deal_id, asset_id, deal_close_date_actual, deal_team_lead, target_property_count, lifecycle_stage_target, management_mode
Canonical deal, asset objects	records	required	seeded by post_ic_property_setup or directly by Dealpath adapter
Placeholder property canonical	record	required	seeded by post_ic_property_setup at IC approval
Placeholder approval_request (IC)	record	required	the IC approval row from Dealpath