Commit Graph

57 Commits

Author SHA1 Message Date
Ryan Moon
b9e984cfa3 Add member address, state normalization, account inheritance, fix member form
- Address field on member table (jsonb, same format as account)
- Members inherit email, phone, address from account when not provided
- State normalization: "Texas" → "TX", "california" → "CA" via shared util
- Member form drops zodResolver to fix optional field validation flashing
- Account name auto-format: "First Last - Account"
- US state lookup with full name + code support
2026-03-28 12:31:02 -05:00
Ryan Moon
6ca38e2105 Fix account/member form validation, add member number to tables
- Fix account create form blocking on empty name when includeFirstMember
- Add noValidate to forms to prevent browser native validation on optional fields
- Show member number column on account members tab
- Replace DOB with phone in members table for better at-a-glance info
2026-03-28 11:31:28 -05:00
Ryan Moon
8ea3b8dffb Add auto-generated account numbers and member numbers
6-digit random numbers generated on create, unique per company. Member
number column added to member table. Both displayed in UI tables.
2026-03-28 09:15:27 -05:00
Ryan Moon
572af05a3f 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
2026-03-28 09:08:06 -05:00
Ryan Moon
7c64a928e1 Add theme system with color presets, fix login page styling, persist auth session
Theme system with 5 color presets (Slate, Emerald, Violet, Amber, Rose)
and light/dark/system mode. User menu in sidebar with theme picker and
sign out. Login page uses standalone dark branded styling with autofill
override. Auth persists in sessionStorage across refreshes.
2026-03-28 08:30:24 -05:00
Ryan Moon
9abdf6c050 Add accounts UI with list, create, edit, detail tabs for all sub-entities
Accounts list with paginated table, search, sort. Account detail page with
tabs for members, payment methods, tax exemptions, and processor links.
All sub-entities have create/edit dialogs and delete actions. Forms use
shared Zod schemas via react-hook-form.
2026-03-28 07:45:52 -05:00
Ryan Moon
e734ef4606 Scaffold @forte/admin package with React, Vite, shadcn/ui, TanStack Router
Sets up the admin frontend with login page, auth guard, API client, Zustand
auth store, and all shadcn/ui components. Vite proxies /v1 to backend in dev.
2026-03-28 07:35:12 -05:00