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Client-stepper: pre-fill existing KYC/address proofs in edit, fix identifier saves

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Edit-mode now shows the previously selected KYC document type + uploaded file thumbnail
(loads from /clients/{id}/identifiers + /client_identifiers/{id}/documents). Same for
address proof on the India address step. Closes the gap where editing a client showed
an empty file picker even when proof had been uploaded on create.

Identifier-save hardened across all three callsites (create-client, edit-client,
identities-tab.createIdentifierWithDocs) - the KYC chip picker proofId is a CODE
string ('AADHAAR'), but backend ClientIdentifierRequest.documentTypeId is Long, which
Spring rejects with HttpMessageNotReadableException -> 400. resolveDocumentTypeId
helper looks up the code against /kyc/proof-types?type=id and substitutes the numeric
CodeValue id before posting. Skips silently for constitution-specific non-individual
docs that have no CodeValue mapping.

KYC payload normalises panNumber / enterprisePan / gstinNumber / cinNumber via
toUpperCase + whitespace strip so user-typed lowercase or trailing spaces don't trip
the backend regex (validation.msg.CLIENTKYC.panNumber.does.not.match.regexp).

State name match in client-address save now normalises both sides (lowercase, collapse
underscores + spaces) so legacy MADHYA_PRADESH resolves to 'Madhya Pradesh' returned
by api.postalpincode.in. Backed by tenant migration 0297.

Identities-tab resolver flattened - was returning identifiers before the per-row
forkJoin(getClientIdentificationDocuments) completed, so the view rendered empty
documents arrays. Now uses switchMap + forkJoin so the resolver awaits completion.

Also bundles concurrent work-in-progress on letter-mgmt, organization, users,
bank-calendar, shell, nominee/notes/identifier dialogs, and theming.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aditya
2026-05-20 12:40:58 +05:30
co-authored by Claude Opus 4.7
parent 325228c514
commit 83ea57ccf0
84 changed files with 10281 additions and 1194 deletions
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.claude/scheduled_tasks.lock
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{"sessionId":"67d120b4-ff78-435d-be80-f79482a386b4","pid":19832,"acquiredAt":1778067581856}
.claude/settings.local.json
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@@ -52,7 +52,21 @@
"Bash(findstr /I /C:\"error\" /C:\"neft-rtgs\" /C:\"digital\")",
"Bash(findstr /V \"warning\")",
"Bash(dir \"C:\\\\Users\\\\adity\\\\Music\\\\CBS\\\\UI\\\\web-app\\\\src\\\\app\\\\settings\")",
"Bash(findstr \"merge_code_update\")"
"Bash(findstr \"merge_code_update\")",
"Bash(node -e \"console.log\\(JSON.stringify\\(require\\('./package.json'\\).prettier || 'no config'\\)\\)\")",
"Bash(node node_modules/prettier/bin/prettier.cjs --write --ignore-unknown \"src/**/*.{ts,html,scss,css}\")",
"Bash(node node_modules/prettier/bin/prettier.cjs --check --ignore-unknown \"src/**/*.{ts,html,scss,css}\")",
"Bash(Get-ChildItem -Path \"c:\\\\Users\\\\adity\\\\Music\\\\CBS\\\\UI\\\\web-app\\\\src\\\\app\\\\\" -Directory | Select-Object Name)",
"Bash(Get-ChildItem -Path \"c:\\\\Users\\\\adity\\\\Music\\\\CBS\\\\UI\\\\web-app\\\\src\\\\app\" -Directory)",
"Bash(Select-Object Name)",
"Bash(Get-ChildItem -Path \"c:\\\\Users\\\\adity\\\\Music\\\\CBS\\\\UI\\\\web-app\\\\src\\\\app\\\\loans\" -Recurse -File)",
"Bash(Select-Object FullName)",
"Bash(ConvertTo-Csv -NoTypeInformation)",
"Bash(Out-String)",
"Bash(node node_modules/prettier/bin/prettier.cjs --write \"src/**/*.{ts,html,scss}\")",
"Bash(node node_modules/stylelint/bin/stylelint.mjs --fix \"src/**/*.scss\")",
"Bash(node node_modules/stylelint/bin/stylelint.mjs \"src/**/*.scss\")",
"Bash(node node_modules/eslint/bin/eslint.js --cache \"src/app/users/users.component.ts\")"
]
}
}