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:
co-authored by
Claude Opus 4.7
parent
325228c514
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83ea57ccf0
@@ -104,14 +104,23 @@
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<div class="addr-field__value">{{ address.countyDistrict }}</div>
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</div>
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}
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@if (address.stateProvinceId) {
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<div class="addr-field">
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<div class="addr-field__label">State</div>
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<div class="addr-field__value">
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{{ getSelectedValue('stateProvinceIdOptions', address.stateProvinceId)?.name || '-' }}
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</div>
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<!-- State — always render. The address payload may carry the value
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under `stateProvinceId` (numeric → resolve via template options),
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`stateName` / `stateProvinceName` (string), or be missing
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entirely. Render whatever we can find, otherwise show "—". -->
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<div class="addr-field">
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<div class="addr-field__label">State</div>
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<div class="addr-field__value">
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{{
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(address.stateProvinceId
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? getSelectedValue('stateProvinceIdOptions', address.stateProvinceId)?.name
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: null) ||
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address.stateName ||
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address.stateProvinceName ||
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'—'
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}}
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</div>
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}
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</div>
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<div class="addr-field">
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<div class="addr-field__label">Country</div>
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<div class="addr-field__value">
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