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FeaturesDepositClearUpdated March 15, 2026

Branch-Level Weekly Portfolio Digest

Branch-Level Weekly Portfolio Digest

Available from v0.1.347

Every Monday at 08:00, branch managers automatically receive a portfolio health digest scoped to their own branch — giving them a focused, actionable snapshot without the noise of the wider organisation.

How It Works

The weekly digest workflow now runs in parallel across all branches. For each branch, the system:

  1. Identifies all members with agentRole = 'branch_manager' within that branch.
  2. Resolves the branch's property portfolio via branch_properties.
  3. Scopes all health checks — compliance, releases, and signatures — to that property set.
  4. Sends a tailored digest email to each qualifying branch manager.

Organisation-wide digests continue to run independently and are unaffected by this change.

Digest Contents

Each branch-level email includes the following sections, filtered exclusively to the branch's portfolio:

Compliance Failures

A list of properties with active compliance check failures. Helps branch managers prioritise remediation before issues escalate.

Open Deposit Releases

Unresolved deposit release requests across the branch's tenancies. Flags cases that require action to avoid delays at tenancy end.

Expiring Signatures

Signature requests that are approaching their expiry deadline. Allows branch managers to chase outstanding sign-offs in time.

Schedule

FieldValue
FrequencyWeekly
DayMonday
Time08:00
Cron0 8 * * 1

Eligibility

A user receives a branch-level digest if all of the following are true:

  • They are a member of a branch (branchMembers)
  • Their agentRole is branch_manager
  • Their branch has at least one property assigned via branch_properties

Data Scope

The digest is built from the following entities, all filtered to the relevant branch:

  • branches — identifies the branch
  • branchMembers — resolves branch manager recipients
  • branchProperties — scopes the property portfolio to the branch
  • orgMembers — resolves organisational context for recipients
  • properties — property details within the branch
  • tenancies — active tenancies linked to branch properties
  • complianceChecks — compliance status per property

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