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
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
@@ -869,6 +869,49 @@
padding-top: 10px;
}
/* Read-only Yes/No flag — replaces the disabled mat-checkbox in view mode
so we don't fight Material's greyed-out disabled checkbox styling. */
.ro-flag {
display: inline-flex;
align-items: center;
gap: 12px;
&__label {
font-size: 13.5px;
font-weight: 600;
color: #0f172a;
}
&__chip {
display: inline-flex;
align-items: center;
gap: 6px;
padding: 4px 12px;
border-radius: 999px;
font-size: 12px;
font-weight: 700;
letter-spacing: 0.02em;
mat-icon {
font-size: 15px;
width: 15px;
height: 15px;
}
&--yes {
background: #ecfdf5;
color: #047857;
border: 1px solid #a7f3d0;
}
&--no {
background: #fef2f2;
color: #b91c1c;
border: 1px solid #fecaca;
}
}
}
/* Link select inside status box */
.link-select {
font-size: 12px;
@@ -1402,12 +1445,36 @@
}
}
/* Non-selected chip in read-only mode — visible but visibly unclickable.
The selected chip stays fully highlighted (no `--locked` class on it). */
&--locked {
cursor: default;
background: #f8fafc;
border-color: #e2e8f0;
color: #94a3b8;
.kyc-doc-chip__icon {
color: #cbd5e1;
}
&:hover {
border-color: #e2e8f0;
color: #94a3b8;
}
}
&:focus-visible {
outline: 2px solid #1976d2;
outline-offset: 2px;
}
}
/* When the whole wrap is locked, prevent the selected chip's cursor from
suggesting interactivity either. */
.kyc-doc-chip-wrap--locked .kyc-doc-chip--sel {
cursor: default;
}
.kyc-doc-banner {
display: flex;
align-items: center;
@@ -1640,4 +1707,524 @@
&__remove {
flex-shrink: 0;
}
/* Locked variant — used when an existing saved doc is shown but the
section's top-level Edit hasn't been clicked yet. */
&--locked {
cursor: default;
&:hover {
background: #f0fdf4;
border-color: #86efac;
}
}
/* Existing saved document — thumbnail + filename + actions. */
&__existing {
display: flex;
align-items: center;
gap: 14px;
min-width: 0;
}
&__thumb {
width: 56px;
height: 56px;
object-fit: cover;
border-radius: 8px;
background: #e2e8f0;
border: 1px solid #cbd5e1;
flex-shrink: 0;
}
&__doc-ic {
width: 40px;
height: 40px;
font-size: 32px;
color: #1e88e5;
flex-shrink: 0;
}
&__existing-meta {
display: flex;
flex-direction: column;
gap: 6px;
min-width: 0;
flex: 1;
}
&__existing-name {
font-size: 13px;
font-weight: 700;
color: #0f172a;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}
&__existing-actions {
display: inline-flex;
align-items: center;
gap: 6px;
flex-wrap: wrap;
}
&__view {
display: inline-flex;
align-items: center;
gap: 5px;
padding: 4px 10px;
border-radius: 6px;
font-size: 11.5px;
font-weight: 700;
cursor: pointer;
background: #eff6ff;
color: #1e40af;
border: 1px solid #bfdbfe;
transition: all 0.12s;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
&:hover {
background: #dbeafe;
border-color: #1e40af;
}
}
&__sep {
color: #cbd5e1;
font-weight: 700;
}
&__existing-hint {
display: inline-flex;
align-items: center;
gap: 6px;
font-size: 11.5px;
color: #1e40af;
font-weight: 600;
mat-icon {
font-size: 14px;
width: 14px;
height: 14px;
}
}
}
/* ═══════════════════════════════════════════════════════════════
Read-only / disabled form-field overrides
─── When the form is .disable()'d (view mode after KYC is locked),
Material drops opacity and greys everything. That reads as
"blurry" to users. Restore proper contrast: dark text, crisp
outline, normal-weight label — just NOT editable.
═══════════════════════════════════════════════════════════════ */
:host ::ng-deep {
/* Outlined form fields in disabled state */
.mat-mdc-form-field.mat-form-field-appearance-outline.mat-form-field-disabled {
opacity: 1;
/* Input text */
.mat-mdc-input-element,
input.mat-mdc-input-element {
color: #0f172a !important;
-webkit-text-fill-color: #0f172a !important; /* Chrome/Safari override */
font-weight: 600;
caret-color: transparent;
}
/* Floating label */
.mat-mdc-floating-label,
.mdc-floating-label {
color: #64748b !important;
opacity: 1 !important;
}
/* The outline lines */
.mdc-notched-outline__leading,
.mdc-notched-outline__notch,
.mdc-notched-outline__trailing {
border-color: #cbd5e1 !important;
border-width: 1px !important;
}
/* matPrefix icons (the credit-card / fingerprint glyphs) */
.field-prefix-icon mat-icon,
.mat-mdc-form-field-icon-prefix mat-icon {
color: #475569 !important;
opacity: 1;
}
/* matSuffix verify-ok icon — keep its green */
.verify-icon-ok {
color: #059669 !important;
opacity: 1;
}
/* Hint text */
.mat-mdc-form-field-hint {
color: #64748b !important;
opacity: 1;
}
}
/* Disabled checkbox — keep the check + label crisp */
.mat-mdc-checkbox-disabled {
opacity: 1 !important;
.mdc-checkbox__background {
background-color: #059669 !important;
border-color: #059669 !important;
}
.mdc-checkbox__checkmark {
color: #fff !important;
}
.mdc-form-field > label,
.mat-mdc-checkbox-label,
.mdc-label {
color: #0f172a !important;
opacity: 1 !important;
font-weight: 500;
}
}
/* Disabled mat-select — same treatment as inputs */
.mat-mdc-form-field-disabled .mat-mdc-select-value-text,
.mat-mdc-form-field-disabled .mat-mdc-select-value {
color: #0f172a !important;
-webkit-text-fill-color: #0f172a !important;
font-weight: 600;
}
/* Disabled "toggle visibility" eye icon button */
.mat-mdc-form-field-disabled .toggle-vis-btn {
color: #64748b !important;
opacity: 1;
}
}
/* ═══════════════════════════════════════════════════════════════
Unified Identity Verification Summary (PAN + Aadhaar + Link)
─── replaces the legacy pan-result-card / aadhaar-result-card /
pan-link-box trio with a single polished panel.
═══════════════════════════════════════════════════════════════ */
.idv-summary {
margin: 4px 0 12px;
border-radius: 14px;
background: #fff;
border: 1px solid #d1fae5;
box-shadow: 0 1px 3px rgb(15 23 42 / 4%);
overflow: hidden;
&.partial {
border-color: #fde68a;
}
}
/* Hero strip — gradient green when both verified, amber when partial. */
.idv-hero {
display: flex;
align-items: center;
gap: 14px;
padding: 14px 18px;
color: #fff;
background: linear-gradient(135deg, #047857 0%, #059669 60%, #10b981 100%);
.idv-summary.partial & {
background: linear-gradient(135deg, #b45309 0%, #d97706 60%, #f59e0b 100%);
}
&__ic {
width: 38px;
height: 38px;
flex-shrink: 0;
display: inline-flex;
align-items: center;
justify-content: center;
border-radius: 10px;
background: rgb(255 255 255 / 18%);
color: #fff;
font-size: 16px;
backdrop-filter: blur(4px);
}
&__txt {
flex: 1;
min-width: 0;
}
&__title {
font-size: 15px;
font-weight: 800;
letter-spacing: 0.01em;
line-height: 1.1;
}
&__sub {
margin-top: 3px;
font-size: 11.5px;
opacity: 0.92;
line-height: 1.3;
}
&__count {
flex-shrink: 0;
padding: 6px 12px;
border-radius: 999px;
background: rgb(255 255 255 / 22%);
color: #fff;
font-weight: 800;
display: inline-flex;
align-items: baseline;
gap: 2px;
border: 1px solid rgb(255 255 255 / 30%);
&-num {
font-size: 16px;
}
&-of {
font-size: 11px;
opacity: 0.85;
}
}
}
/* Two-column body */
.idv-body {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 0;
background: #ecfdf5;
.idv-summary.partial & {
background: #fef3c7;
}
}
.idv-col {
padding: 14px 18px;
border-right: 1px dashed rgb(5 150 105 / 25%);
&:last-child {
border-right: none;
}
&.muted {
background: rgb(255 255 255 / 50%);
opacity: 0.85;
}
&__head {
display: flex;
align-items: center;
gap: 8px;
margin-bottom: 10px;
}
&__ic {
width: 26px;
height: 26px;
display: inline-flex;
align-items: center;
justify-content: center;
border-radius: 7px;
background: #fff;
color: #047857;
font-size: 12px;
flex-shrink: 0;
box-shadow: 0 1px 2px rgb(15 23 42 / 8%);
}
&__label {
font-size: 10.5px;
text-transform: uppercase;
letter-spacing: 0.08em;
font-weight: 800;
color: #065f46;
}
&__rows {
display: flex;
flex-direction: column;
gap: 7px;
}
&__empty {
font-size: 11.5px;
color: #64748b;
background: rgb(255 255 255 / 70%);
padding: 10px 12px;
border-radius: 8px;
border: 1px dashed #cbd5e1;
strong {
color: #334155;
}
}
}
.idv-chip {
margin-left: auto;
display: inline-flex;
align-items: center;
gap: 5px;
padding: 2px 9px;
border-radius: 999px;
font-size: 10px;
font-weight: 800;
text-transform: uppercase;
letter-spacing: 0.05em;
fa-icon {
font-size: 9px;
}
&.ok {
background: #059669;
color: #fff;
}
&.pending {
background: #fef3c7;
color: #92400e;
}
}
.idv-row {
display: flex;
align-items: baseline;
gap: 8px;
&__k {
flex-shrink: 0;
width: 110px;
font-size: 10.5px;
color: #64748b;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.04em;
}
&__v {
font-size: 13px;
font-weight: 600;
color: #0f172a;
word-break: break-word;
&.name {
font-size: 14px;
font-weight: 800;
color: #065f46;
}
&.mono {
font-family: ui-monospace, 'Roboto Mono', SFMono-Regular, monospace;
font-size: 12px;
color: #1f2937;
}
}
}
/* Footer — PAN ↔ Aadhaar link status */
.idv-link {
display: flex;
align-items: center;
gap: 12px;
padding: 10px 18px;
background: #f0fdf4;
border-top: 1px solid #bbf7d0;
&__ic {
color: #047857;
font-size: 14px;
flex-shrink: 0;
}
&__txt {
display: flex;
align-items: baseline;
gap: 8px;
flex: 1;
}
&__label {
font-size: 10.5px;
text-transform: uppercase;
letter-spacing: 0.06em;
color: #475569;
font-weight: 700;
}
&__value {
font-size: 13px;
font-weight: 800;
color: #047857;
}
&__hint {
font-size: 11px;
color: #64748b;
font-style: italic;
flex-shrink: 0;
}
&.not-linked {
background: #fef2f2;
border-top-color: #fecaca;
.idv-link__ic,
.idv-link__value {
color: #dc2626;
}
}
&.exempt {
background: #eff6ff;
border-top-color: #bfdbfe;
.idv-link__ic,
.idv-link__value {
color: #1d4ed8;
}
}
}
/* Responsive — stack columns on narrow screens */
@media (width <= 640px) {
.idv-body {
grid-template-columns: 1fr;
}
.idv-col {
border-right: none;
border-bottom: 1px dashed rgb(5 150 105 / 25%);
&:last-child {
border-bottom: none;
}
}
.idv-hero {
flex-wrap: wrap;
}
.idv-link {
flex-wrap: wrap;
&__hint {
width: 100%;
padding-left: 26px;
}
}
.idv-row__k {
width: 95px;
}
}