I.
Part One
Gallery
Ten canonical diagrams. Reading order matches the architecture chapters.
Mermaid source
flowchart LR
subgraph Residents
R[Resident browser]
end
subgraph Staff
T[Microsoft Teams]
SP[SharePoint Excel]
PA[Power Apps]
end
subgraph WordPress
WP[WordPress theme]
MYSQL[(MySQL)]
ACF[ACF fields]
end
subgraph Microsoft
DV[(Dataverse)]
FLOW[Power Automate]
end
subgraph External
MX[MaintainX]
CC[Constant Contact]
WT[WebTrac]
LIB[libib]
SG[SendGrid / Mailgun]
end
R -->|browse, submit| WP
WP --> MYSQL
WP --> ACF
WP -->|webhooks| FLOW
FLOW <-->|read / write| DV
FLOW -->|cards| T
FLOW -->|nightly upserts| SP
FLOW -->|subscribe| CC
FLOW <-->|mirror| MX
WP -->|REST proxy, read-only| MX
WP -->|link-out| WT
WP -->|link-out| LIB
WP -->|magic link| SG
PA <--> DV
T --> FLOW
Mermaid source
sequenceDiagram
participant Staff as Office staff
participant DV as Dataverse (hv_residents)
participant FLOW as Power Automate
participant WP as WordPress
participant LOG as hv_sync_log
Staff->>DV: Update resident email
DV->>FLOW: Row changed trigger
FLOW->>LOG: Write Submitted (initiated_by=staff-ui)
FLOW->>FLOW: Check modified_by != svc_account
FLOW->>WP: PATCH wp_users.user_email
WP-->>FLOW: 200 OK
FLOW->>LOG: Write Success
Mermaid source
sequenceDiagram
participant Res as Resident
participant WP as WordPress
participant FLOW as Power Automate
participant DV as Dataverse (hv_variance_requests)
participant T as Teams (Governance channel)
participant Carol as Carol
participant LOG as hv_sync_log
Res->>WP: Submit variance form
WP->>WP: Create form_submission CPT
WP->>FLOW: Webhook with payload
FLOW->>LOG: Write Submitted (initiated_by=resident)
FLOW->>DV: Create row, status=Submitted
FLOW->>T: Post Adaptive Card
T->>Carol: Notify
Carol->>T: Approve
T->>FLOW: Card response
FLOW->>DV: Update status=Approved
Note over FLOW,DV: modified_by=svc_account
DV->>FLOW: Row changed trigger
FLOW->>LOG: Write Skipped (loop guard)
FLOW->>WP: Update dashboard via DV-WP sync (non-loop)
Mermaid source
sequenceDiagram
participant Res as Resident
participant WP as WordPress (REST proxy)
participant MX as MaintainX API
participant FLOW as Power Automate
participant DV as Dataverse (hv_work_orders)
Res->>WP: GET /wp-json/hv/v1/work-orders
WP->>WP: Load associated_units from ACF
WP->>MX: GET /work-orders?unit=105B (server-side)
MX-->>WP: Scoped work-order list
WP-->>Res: Render dashboard
Note over MX,DV: Separate flow mirrors for reporting
MX->>FLOW: Webhook on work-order change
FLOW->>DV: Upsert hv_work_orders
Mermaid source
sequenceDiagram
participant Res as Resident
participant WP as WordPress
participant FLOW as Power Automate
participant DV as Dataverse (hv_email_optins)
participant T as Teams
participant Sarah as Sarah
participant CC as Constant Contact
Res->>WP: Submit newsletter opt-in
WP->>FLOW: Webhook
FLOW->>DV: Create row, status=Requested
FLOW->>T: Adaptive Card to Sarah
Sarah->>T: Approve
T->>FLOW: Response
FLOW->>DV: status=Approved
FLOW->>CC: API subscribe
CC-->>FLOW: 200 OK
FLOW->>DV: status=Synced
Mermaid source
sequenceDiagram
participant Res as Resident
participant WP as WordPress
participant SG as SendGrid
participant Mail as Email inbox
Res->>WP: Submit email on /account
WP->>WP: Look up wp_users by email
alt email matches
WP->>WP: Generate token, hash, store
WP->>SG: Send link email
SG->>Mail: Deliver
Res->>Mail: Click link
Mail->>WP: GET /magic?token=...
WP->>WP: Validate token, start session
WP-->>Res: Redirect to /residents
else email unknown
WP-->>Res: "If that email matches an account, we sent a link"
end
Mermaid source
erDiagram
hv_residents ||--o{ hv_resident_units : "has"
hv_units ||--o{ hv_resident_units : "linked by"
hv_residents ||--o{ hv_alternate_addresses : "owns"
hv_residents ||--o{ hv_emergency_contacts : "owns"
hv_residents ||--o{ hv_variance_requests : "submits"
hv_units ||--o{ hv_variance_requests : "scoped to"
hv_residents ||--o{ hv_ev_charger_requests : "submits"
hv_units ||--o{ hv_ev_charger_requests : "scoped to"
hv_residents ||--o{ hv_email_optins : "opts in"
hv_residents ||--o{ hv_contact_change_requests : "requests"
hv_units ||--o{ hv_vehicles : "has"
hv_units ||--o{ hv_work_orders : "has"
hv_residents ||--o{ hv_occupancy_surveys : "completes"
hv_units ||--o{ hv_occupancy_surveys : "reported for"
hv_staff ||--o{ hv_variance_requests : "decides"
hv_staff ||--o{ hv_email_optins : "approves"
hv_staff ||--o{ hv_residents : "approves access"
Mermaid source
flowchart TD
ROOT[Heritage Village staff]
T1[Tier 1: Premium Power Apps + Dataverse]
T2[Tier 2: Standard M365 + Teams Cards]
T3[Tier 3: Standard M365 + Excel on SharePoint]
ROOT --> T1
ROOT --> T2
ROOT --> T3
T1 --> Nate[Nate: Procurement and Data Manager]
T1 --> Builders[Small builder circle]
T2 --> Carol[Carol: Governance liaison]
T2 --> Sarah[Sarah: Communications]
T2 --> Liaisons[Other approvers]
T3 --> Ops[Ops staff]
T3 --> Library[Library volunteers]
T3 --> Readers[Read-only viewers]
Mermaid source
flowchart LR
subgraph Upstream [Upstream: WP to DV]
U1[Variance requests]
U2[EV charger requests]
U3[Occupancy surveys]
U4[Snowbird addresses]
U5[Emergency contacts]
U6[Newsletter opt-ins]
U7[Contact changes]
U8[Access requests]
end
subgraph Downstream [Downstream: DV to WP]
D1[Resident roster]
D2[Unit assignments]
D3[Variance status]
D4[EV charger status]
D5[Approved vehicles]
end
subgraph Bridge [MaintainX bridge]
B1[MaintainX master for work orders]
B2[DV mirror for reporting]
B3[WP reads via REST proxy]
end
WP[WordPress]
DV[(Dataverse)]
MX[MaintainX]
WP --> U1 --> DV
WP --> U2 --> DV
WP --> U3 --> DV
WP --> U4 --> DV
WP --> U5 --> DV
WP --> U6 --> DV
WP --> U7 --> DV
WP --> U8 --> DV
DV --> D1 --> WP
DV --> D2 --> WP
DV --> D3 --> WP
DV --> D4 --> WP
DV --> D5 --> WP
MX --> B1
B1 --> B2 --> DV
B1 --> B3 --> WP
Mermaid source
flowchart TD
subgraph Hubs [5 canonical hubs]
R[/residents/]
LH[/living-here/]
G[/governance/]
B[/buyers/]
C[/contact/]
end
subgraph CPTs [Custom Post Types]
CPT1[announcement]
CPT2[bulletin_pdf]
CPT3[form_submission]
CPT4[facility]
CPT5[club]
CPT6[activity]
CPT7[board_meeting]
CPT8[committee]
CPT9[condo]
CPT10[financial_doc]
CPT11[buyer_page]
CPT12[staff_contact]
end
R --> CPT1
R --> CPT2
R --> CPT3
LH --> CPT4
LH --> CPT5
LH --> CPT6
G --> CPT7
G --> CPT8
G --> CPT9
G --> CPT10
B --> CPT11
C --> CPT12