5- HYBRID BOARD WORKSPACE 5.1.0 (BUILD 0921-03)

INSTALL ORDER
1- Hybrid Core 5.1.0-0921-03 or later
2- Hybrid Access Receiver 5.1.0-0921-02 or later on each source CRM
3- Hybrid Users & Digital ID 5.1.0-0921-04
4- Hybrid Board Access 5.1.0-0921-04
5- Hybrid Board Workspace 5.1.0 (build 0921-03)

FUNCTIONAL SCOPE
- My Boards landing page
- Server-side Board membership enforcement
- Data / Analytics / Take Action workspace tabs
- Receiver and inherited state-territory data scoping
- Relationship scoping for contacts, invoices, payments, projects and tickets
- Staff list limited to Board members
- Counts and source-record drill-down fields
- Board analytics for clients, invoices, payments, tickets and projects
- Native Board action queue with assignment, priority and status
- Parent breadcrumbs, sub-Boards, members and consistent back/context actions
- Independent top-level Hybrid Boards menu; it does not depend on a Core parent-menu slug.
- Perfex-compatible public version 5.1.0; dated build/schema ID remains internal.
- Search across Board name, hierarchy, service, territory, source and status.
- Board type and territory filters with live visible count.
- Sortable Board / Parent Path, Type, Services, Territory, Source and Status columns.
- Compact fixed-height Board table with sticky header and expandable dependency details.
- Searchable, sortable, fixed-height record lists inside each Board workspace.
- Collapsible Board Members and Dependencies panels.

SECURITY BOUNDARY
- Non-admin staff can open only Boards explicitly assigned through Core membership.
- Analytics requires Reports privilege.
- Take Action requires Edit, Dispatch or Support privilege.
- Sensitive-looking payload fields are excluded from display.
- This release does not write customer, invoice or payment records back to a Receiver.

VALIDATION BOUNDARY
Static structure and archive integrity were checked outside the target Perfex runtime.
Activation, SQL migration, menu rendering, permissions and target-host PHP compatibility require QA on staging before production.
