- Member detail page at /members/:id with edit form and identity documents
- Expandable identity documents on account members tab
- Kebab menu on both members list and account members tab (Edit, View IDs, View Account, Delete)
- Identifier form with image upload (base64), ID type select, dates
- Wiki article for identity documents
- 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
- 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
- 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
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.
