CURBSIDE CFO BOARD — CONSOLIDATED RELEASE 6.0
Perfex CRM target: 3.0.6
Internal Perfex module header remains 5.0 intentionally so this package does not advertise a nonexistent database migration.

ARCHITECTURE LOCK
CRM is authoritative for Companies/Customers, Staff, Roles, Invoices and Tickets.
CFO Board owns Board assignments, Data Sources, Upload register, imported Transactions, Categorization rules, Float, reporting views and CFO file hierarchy.
One transaction record feeds downstream views; reports must not create independent accounting copies.

6.0 / 6.0.1 / 6.0.2
- Native Perfex AdminController board URLs; removed reliance on /sub rewrite routes.
- Settings separated from User Access.
- Settings management tabs and Master Fields/Table editor retained.
- Company deletion fixed through native POST endpoint with exact-name confirmation; CRM customer preserved unless explicitly selected.
- Board activate/deactivate/delete retained; Board Manager added to Settings for editing board information.

6.1 / ROLE CAPABILITY LAYER
- Native Perfex staff capabilities: View/Read, Add, Download, Upload, Edit, Delete plus operational capabilities.
- User Access remains separate from Settings and Board assignment.

6.1.1 TRANSACTION ENGINE
- CSV Upload -> Data Source -> Transactions. Valid rows import even when category is blank.
- Transaction list has Company, Data Source, Year and Search controls; all years default, newest first.

6.1.2 DATE + CATEGORIZATION ENGINE
- Transaction date is normalized at import and is authoritative for Year/Month views.
- Existing rule engine applies CO.CATEG matching to the imported transaction; downstream monthly/accounting/tax views read the same transaction table.

6.1.3 DATA SOURCE + UPLOAD STRUCTURE
- UI terminology changed from Source to Data Source.
- Primary upload requires Data Source, Upload Type, Month, Year and File.
- Physical CRM path: uploads/mgm_float_boards/{company}/Data Sources/{data-source}/{type}/{year}/{month}/
- Upload register records rows imported/skipped for QA.

6.1.4 STAFF BOARD NAVIGATION
- Staff board section links remain inside staff_board/{id}?section=... so Company/User Board hierarchy and authorization are preserved.
- Native Perfex shell remains visible; no browser dead-end board page.

6.1.5 TRANSACTION -> REPORT FEED QA
- Transactions are authoritative for Categories, Jan-Dec, Accounting, 1099/Tax/Summary/Reports where applicable.
- Filters do not mutate underlying records.

6.1.6 FILE CONTROL / CRM STORAGE
- MGM Float Boards root physically resides under Perfex uploads storage.
- Company and Data Source folders are created on CRM Company/Data Source creation.
- Statements should be uploaded directly to their Data Source; corrections/re-imports remain source-scoped.

6.2 ARCHITECTURE RESERVED — DIVISION MGMT / CURBSIDE CENTRAL
- Central federation layer is documented but intentionally NOT mixed into this accounting release.
- Future Central connects multiple Perfex CRMs server-to-server; each remote CRM remains authoritative.
- Future outputs: secure Central URL, origin-restricted iframe view, separate WordPress presentation shortcode.
- No URL tokens/backdoors; WordPress is not the accounting authority.

QA CONTRACT
Upload row count -> Transactions row count for that import.
Transactions -> monthly/category/accounting/tax totals must reconcile to the same source rows.
Staff Board -> every allowed section preserves Board ID/context.
Company/Data Source/Board destructive actions require management permission and explicit confirmation.
No migration runner and no /sub route dependency.
