- 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
Replace unit_status and item_condition pgEnums with company-scoped lookup
tables that support custom values. Add account_payment_method table,
tax_exemption table with approve/revoke workflow, and CRUD routes for
processor links. Validate inventory unit status/condition against lookup
tables at service layer.
- account table (billing entity, soft-delete, company-scoped)
- member table (people on an account, is_minor from DOB)
- account_processor_link table (maps accounts to any payment
processor — stripe, global_payments — instead of stripe_customer_id
directly on account)
- Full CRUD routes + search (name, email, phone, account_number)
- Member routes nested under accounts with isMinor auto-calculation
- Zod validation schemas in @forte/shared
- 19 tests passing