Client-stepper: pre-fill existing KYC/address proofs in edit, fix identifier saves
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
co-authored by
Claude Opus 4.7
Claude Opus 4.7
parent
325228c514
commit
83ea57ccf0
@@ -246,6 +246,53 @@ $purple: #7c3aed;
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}
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}
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&__tmpl-btn {
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display: flex;
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align-items: center;
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gap: 6px;
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padding: 7px 14px;
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border: 1px solid #bbf7d0;
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background: #ecfdf5;
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color: #047857;
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border-radius: 8px;
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font-size: 12.5px;
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font-weight: 600;
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cursor: pointer;
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transition: all 0.15s;
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white-space: nowrap;
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&:hover {
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background: #d1fae5;
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border-color: $green;
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}
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}
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&__import-btn {
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display: flex;
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align-items: center;
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gap: 6px;
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padding: 7px 14px;
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border: 1px solid #c4b5fd;
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background: #f5f3ff;
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color: $purple;
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border-radius: 8px;
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font-size: 12.5px;
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font-weight: 600;
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cursor: pointer;
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transition: all 0.15s;
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white-space: nowrap;
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&:hover:not(:disabled) {
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background: #ede9fe;
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border-color: $purple;
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}
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&:disabled {
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opacity: 0.6;
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cursor: progress;
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}
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}
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&__dot {
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width: 12px;
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height: 12px;
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@@ -466,3 +513,427 @@ $purple: #7c3aed;
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align-items: flex-start;
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}
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}
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// ─── Holiday List (office-wise) ───
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.cal-list {
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background: #fff;
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border-radius: 12px;
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box-shadow: 0 1px 3px rgb(15 23 42 / 6%);
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border: 1px solid #e2e8f0;
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margin-bottom: 18px;
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overflow: hidden;
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&__header {
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display: flex;
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flex-wrap: wrap;
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gap: 12px;
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padding: 14px 18px;
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border-bottom: 1px solid #e2e8f0;
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background: linear-gradient(180deg, #f8fafc 0%, #fff 100%);
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align-items: center;
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justify-content: space-between;
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}
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&__title {
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display: flex;
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align-items: center;
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gap: 8px;
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font-size: 15px;
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font-weight: 700;
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color: $navy;
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&-ic {
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color: $blue;
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font-size: 15px;
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}
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}
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&__count {
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margin-left: 6px;
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padding: 2px 10px;
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background: #eff6ff;
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color: $blue;
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border-radius: 999px;
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font-size: 11px;
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font-weight: 700;
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letter-spacing: 0.02em;
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}
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&__filters {
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display: flex;
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flex-wrap: wrap;
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gap: 8px;
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align-items: center;
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}
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&__search {
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position: relative;
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display: inline-flex;
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align-items: center;
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input {
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width: 240px;
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padding: 7px 10px 7px 32px;
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border: 1px solid #d0d5dd;
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border-radius: 8px;
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font-size: 12.5px;
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background: #fff;
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color: $navy;
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transition: all 0.15s;
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&:focus {
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outline: none;
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border-color: $blue;
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box-shadow: 0 0 0 3px rgb(30 136 229 / 12%);
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}
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}
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&-ic {
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position: absolute;
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left: 10px;
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color: #94a3b8;
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font-size: 11px;
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pointer-events: none;
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}
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}
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&__select {
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padding: 7px 10px;
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border: 1px solid #d0d5dd;
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border-radius: 8px;
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background: #fff;
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color: $navy;
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font-size: 12.5px;
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cursor: pointer;
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transition: all 0.15s;
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&:focus {
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outline: none;
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border-color: $blue;
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box-shadow: 0 0 0 3px rgb(30 136 229 / 12%);
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}
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}
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&__clear {
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display: inline-flex;
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align-items: center;
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gap: 6px;
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padding: 7px 12px;
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background: #fff;
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border: 1px solid #fecaca;
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color: $red;
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border-radius: 8px;
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cursor: pointer;
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font-size: 12px;
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font-weight: 600;
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transition: all 0.15s;
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&:hover {
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background: #fef2f2;
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border-color: #f87171;
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}
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}
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&__table-wrap {
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overflow: auto;
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max-height: 460px;
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}
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&__table {
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width: 100%;
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border-collapse: collapse;
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font-size: 12.5px;
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thead th {
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position: sticky;
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top: 0;
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z-index: 1;
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background: #f1f5f9;
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color: #475569;
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text-align: left;
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padding: 10px 14px;
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font-size: 10.5px;
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font-weight: 700;
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text-transform: uppercase;
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letter-spacing: 0.05em;
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border-bottom: 1px solid #e2e8f0;
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&.num {
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width: 48px;
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text-align: center;
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}
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&.actions {
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width: 140px;
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text-align: center;
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}
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}
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tbody td {
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padding: 9px 14px;
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border-bottom: 1px solid #f1f5f9;
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vertical-align: middle;
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color: $navy;
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&.num {
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text-align: center;
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color: #94a3b8;
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font-weight: 600;
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}
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&.mono {
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font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
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font-size: 12px;
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}
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&.actions {
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text-align: center;
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white-space: nowrap;
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}
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}
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tbody tr {
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transition: background 0.12s;
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&:hover {
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background: #f8fafc;
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}
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}
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}
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&__name {
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font-weight: 600;
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color: $navy;
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}
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&__desc {
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font-size: 11px;
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color: #64748b;
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margin-top: 2px;
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}
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&__office-chip {
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display: inline-block;
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padding: 2px 8px;
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margin: 1px 4px 1px 0;
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background: #eef2ff;
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color: #4338ca;
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border-radius: 999px;
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font-size: 10.5px;
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font-weight: 600;
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}
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&__pill {
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display: inline-block;
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padding: 2px 9px;
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border-radius: 999px;
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font-size: 10.5px;
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font-weight: 700;
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letter-spacing: 0.03em;
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text-transform: uppercase;
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&.gazetted {
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background: #f5f3ff;
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color: $purple;
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}
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&.custom {
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background: #ecfdf5;
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color: $green;
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}
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&.status {
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background: #f1f5f9;
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color: #64748b;
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&.active {
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background: #ecfdf5;
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color: $green;
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}
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}
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}
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&__act {
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width: 30px;
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height: 30px;
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margin: 0 2px;
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border: 1px solid #e2e8f0;
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background: #fff;
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border-radius: 7px;
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cursor: pointer;
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display: inline-flex;
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align-items: center;
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justify-content: center;
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color: #64748b;
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font-size: 12px;
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transition: all 0.12s;
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&:hover:not(:disabled) {
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transform: translateY(-1px);
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}
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&.edit:hover:not(:disabled) {
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background: #eff6ff;
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border-color: #bfdbfe;
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color: $blue;
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}
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&.remove:hover:not(:disabled) {
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background: #fef2f2;
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border-color: #fecaca;
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color: $red;
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}
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&.more:hover:not(:disabled) {
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background: #f5f3ff;
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border-color: #ddd6fe;
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color: $purple;
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}
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&:disabled {
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opacity: 0.4;
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cursor: not-allowed;
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}
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}
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&__menu-ic {
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width: 18px;
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margin-right: 10px;
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color: #64748b;
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font-size: 13px;
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text-align: center;
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&.ok {
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color: $green;
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}
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&.warn {
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color: $red;
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}
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}
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&__empty {
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text-align: center;
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padding: 30px 16px;
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color: #94a3b8;
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font-size: 13px;
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}
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}
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@media (width <= 768px) {
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.cal-list {
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&__header {
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flex-direction: column;
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align-items: stretch;
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}
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&__filters {
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flex-direction: column;
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align-items: stretch;
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}
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&__search input,
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&__select {
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width: 100%;
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}
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}
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}
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// ─── Import result banner ───
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.cal-import-result {
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margin-bottom: 16px;
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border-radius: 10px;
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border: 1px solid #e2e8f0;
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background: #fff;
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overflow: hidden;
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box-shadow: 0 1px 3px rgb(15 23 42 / 6%);
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&__head {
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display: flex;
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align-items: center;
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gap: 12px;
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padding: 12px 16px;
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}
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&__ic {
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font-size: 22px;
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flex-shrink: 0;
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}
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&__title {
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font-size: 14px;
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font-weight: 700;
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color: $navy;
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line-height: 1.2;
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}
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&__sub {
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font-size: 12px;
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color: #64748b;
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margin-top: 2px;
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}
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&__close {
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margin-left: auto;
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width: 28px;
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height: 28px;
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border-radius: 50%;
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border: 1px solid #e2e8f0;
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background: #fff;
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color: #94a3b8;
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cursor: pointer;
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transition: all 0.12s;
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&:hover {
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background: #f1f5f9;
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color: $navy;
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}
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}
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&__list {
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margin: 0;
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padding: 8px 18px 14px 36px;
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background: #f8fafc;
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border-top: 1px solid #e2e8f0;
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max-height: 160px;
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overflow-y: auto;
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font-size: 12px;
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color: #334155;
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li {
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padding: 3px 0;
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}
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strong {
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color: $navy;
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margin-right: 4px;
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}
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}
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&--ok {
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border-color: #bbf7d0;
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background: linear-gradient(180deg, #ecfdf5 0%, #fff 100%);
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.cal-import-result__ic {
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color: $green;
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}
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}
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&--mixed {
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border-color: #fde68a;
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background: linear-gradient(180deg, #fefce8 0%, #fff 100%);
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.cal-import-result__ic {
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color: $orange;
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}
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}
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&--fail {
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border-color: #fecaca;
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background: linear-gradient(180deg, #fef2f2 0%, #fff 100%);
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.cal-import-result__ic {
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color: $red;
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}
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}
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}
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Reference in New Issue
Block a user