Add top-level members list, primary member on account, member move, combined create flows
- GET /v1/members with search across all members (includes account name) - POST /members/:id/move with optional accountId (creates new account if omitted) - primary_member_id on account table, auto-set when first member added - isMinor flag on member create (manual override when no DOB provided) - Account search now includes member names - New account form includes primary contact fields, auto-generates name - Members page in sidebar with global search
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@@ -57,6 +57,13 @@
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"when": 1774662300000,
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"tag": "0007_accounts_lookups",
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"breakpoints": true
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},
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{
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"idx": 8,
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"version": "7",
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"when": 1774702800000,
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"tag": "0008_member_primary_account",
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"breakpoints": true
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}
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]
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}
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