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
@@ -203,27 +203,54 @@
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<span class="kv-table__col kv-table__col--action"></span>
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</div>
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}
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</div>
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<!-- PAN-Aadhaar Link Row -->
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<div class="kv-table__row kv-table__row--link">
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<span class="kv-table__col kv-table__col--doc">
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<mat-icon class="kv-doc-icon">link</mat-icon> PAN–Aadhaar Link
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</span>
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<span class="kv-table__col kv-table__col--num">Sec 139AA</span>
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<span class="kv-table__col kv-table__col--status">
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@if (kycData?.panAadhaarSeedingStatus === 'Y') {
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<span class="kv-status kv-status--ok"><mat-icon>check_circle</mat-icon> Linked</span>
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} @else if (kycData?.panAadhaarSeedingStatus === 'N') {
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<span class="kv-status kv-status--fail"><mat-icon>cancel</mat-icon> Not Linked</span>
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} @else if (kycData?.panAadhaarSeedingStatus === 'E') {
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<span class="kv-status kv-status--info"><mat-icon>info</mat-icon> Exempt</span>
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} @else {
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<span class="kv-status kv-status--pending"><mat-icon>radio_button_unchecked</mat-icon> Pending</span>
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}
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</span>
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<span class="kv-table__col kv-table__col--date">—</span>
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<span class="kv-table__col kv-table__col--action"></span>
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<!-- ─── PAN ↔ Aadhaar Link — premium status card (replaces the legacy
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table row). Dark gradient base with state-driven accent so the
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linking state is the first thing a reviewer sees. -->
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<div
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class="pal-card"
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[class.pal-card--ok]="kycData?.panAadhaarSeedingStatus === 'Y'"
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[class.pal-card--fail]="kycData?.panAadhaarSeedingStatus === 'N'"
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[class.pal-card--info]="kycData?.panAadhaarSeedingStatus === 'E'"
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[class.pal-card--pending]="
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kycData?.panAadhaarSeedingStatus !== 'Y' &&
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kycData?.panAadhaarSeedingStatus !== 'N' &&
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kycData?.panAadhaarSeedingStatus !== 'E'
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"
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>
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<div class="pal-card__left">
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<div class="pal-card__icon">
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<mat-icon>credit_card</mat-icon>
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</div>
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<div class="pal-card__txt">
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<div class="pal-card__small">Verification Status</div>
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<div class="pal-card__title">PAN ↔ Aadhaar</div>
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<div class="pal-card__status">
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@if (kycData?.panAadhaarSeedingStatus === 'Y') {
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<mat-icon>check_circle</mat-icon> Linked (Seeded)
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} @else if (kycData?.panAadhaarSeedingStatus === 'N') {
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<mat-icon>cancel</mat-icon> Not Linked
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} @else if (kycData?.panAadhaarSeedingStatus === 'E') {
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<mat-icon>info</mat-icon> Exempt
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} @else {
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<mat-icon>radio_button_unchecked</mat-icon> Pending
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}
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</div>
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</div>
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</div>
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<div class="pal-card__badge">
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@if (kycData?.panAadhaarSeedingStatus === 'Y') {
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<mat-icon>check</mat-icon>
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} @else if (kycData?.panAadhaarSeedingStatus === 'N') {
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<mat-icon>close</mat-icon>
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} @else if (kycData?.panAadhaarSeedingStatus === 'E') {
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<mat-icon>info</mat-icon>
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} @else {
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<mat-icon>schedule</mat-icon>
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}
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</div>
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<div class="pal-card__hint">As per Income Tax Portal — Section 139AA</div>
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</div>
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<!-- Aadhaar OTP inline (shown below table when re-verifying) -->
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@@ -989,3 +989,276 @@
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max-width: 100%;
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}
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}
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/* ═══════════════════════════════════════════════════════════════
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PAN ↔ Aadhaar premium status card
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─── Replaces the legacy table-row treatment. Dark gradient with
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offset glow circles, large gradient icon, and a state-driven
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accent (green / red / blue / amber).
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═══════════════════════════════════════════════════════════════ */
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.pal-card {
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margin-top: 16px;
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width: 100%;
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min-height: 88px;
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padding: 14px 18px 30px;
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border-radius: 18px;
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position: relative;
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overflow: hidden;
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display: flex;
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align-items: center;
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justify-content: space-between;
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background: linear-gradient(135deg, #111827, #0f172a);
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border: 1px solid rgb(255 255 255 / 8%);
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box-shadow:
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0 12px 32px rgb(0 0 0 / 35%),
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inset 0 1px 1px rgb(255 255 255 / 5%);
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font-family: Inter, 'Segoe UI', Roboto, sans-serif;
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/* Decorative glows — colors swap with the state variant */
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&::before {
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content: '';
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position: absolute;
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width: 180px;
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height: 180px;
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background: #2563eb;
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border-radius: 50%;
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top: -110px;
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right: -70px;
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opacity: 0.18;
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pointer-events: none;
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}
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&::after {
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content: '';
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position: absolute;
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width: 120px;
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height: 120px;
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background: #22c55e;
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border-radius: 50%;
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bottom: -70px;
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left: -50px;
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opacity: 0.12;
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pointer-events: none;
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}
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&__left {
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display: flex;
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align-items: center;
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gap: 14px;
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z-index: 2;
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}
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&__icon {
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width: 54px;
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height: 54px;
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border-radius: 16px;
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background: linear-gradient(145deg, #2563eb, #06b6d4);
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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: #fff;
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font-size: 22px;
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position: relative;
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box-shadow: 0 10px 20px rgb(37 99 235 / 35%);
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flex-shrink: 0;
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mat-icon {
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font-size: 26px;
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width: 26px;
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height: 26px;
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}
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&::before {
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content: '';
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position: absolute;
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inset: 0;
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border-radius: 16px;
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border: 1px solid rgb(255 255 255 / 20%);
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}
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}
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&__txt {
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display: flex;
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flex-direction: column;
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gap: 4px;
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}
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&__small {
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font-size: 10.5px;
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color: #94a3b8;
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letter-spacing: 0.1em;
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text-transform: uppercase;
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font-weight: 700;
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}
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&__title {
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color: #fff;
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font-size: 17px;
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font-weight: 700;
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line-height: 1.1;
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}
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&__status {
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display: inline-flex;
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align-items: center;
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gap: 6px;
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margin-top: 4px;
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padding: 4px 11px;
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border-radius: 50px;
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background: rgb(34 197 94 / 12%);
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border: 1px solid rgb(74 222 128 / 25%);
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color: #4ade80;
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font-size: 11.5px;
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font-weight: 600;
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backdrop-filter: blur(5px);
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width: fit-content;
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mat-icon {
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font-size: 13px;
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width: 13px;
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height: 13px;
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}
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}
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&__badge {
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z-index: 2;
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width: 42px;
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height: 42px;
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border-radius: 50%;
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background: linear-gradient(135deg, #22c55e, #16a34a);
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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: #fff;
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box-shadow: 0 0 18px rgb(34 197 94 / 45%);
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flex-shrink: 0;
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mat-icon {
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font-size: 20px;
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width: 20px;
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height: 20px;
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}
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}
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&__hint {
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position: absolute;
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bottom: 8px;
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right: 16px;
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font-size: 10px;
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color: rgb(255 255 255 / 35%);
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font-style: italic;
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letter-spacing: 0.02em;
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z-index: 1;
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}
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/* ─── State variants ─── */
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&--ok {
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&::before {
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background: #2563eb;
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}
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&::after {
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background: #22c55e;
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}
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}
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&--fail {
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border-color: rgb(239 68 68 / 22%);
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&::before {
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background: #ef4444;
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opacity: 0.22;
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}
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&::after {
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background: #f87171;
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opacity: 0.16;
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}
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.pal-card__status {
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background: rgb(239 68 68 / 14%);
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border-color: rgb(248 113 113 / 32%);
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color: #fca5a5;
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}
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.pal-card__badge {
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background: linear-gradient(135deg, #ef4444, #b91c1c);
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box-shadow: 0 0 18px rgb(239 68 68 / 45%);
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}
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.pal-card__icon {
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background: linear-gradient(145deg, #ef4444, #f97316);
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box-shadow: 0 10px 20px rgb(239 68 68 / 35%);
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}
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}
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&--info {
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border-color: rgb(59 130 246 / 22%);
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&::before {
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background: #3b82f6;
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opacity: 0.22;
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}
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&::after {
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background: #60a5fa;
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opacity: 0.14;
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}
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.pal-card__status {
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background: rgb(59 130 246 / 14%);
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border-color: rgb(96 165 250 / 32%);
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color: #93c5fd;
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}
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.pal-card__badge {
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background: linear-gradient(135deg, #3b82f6, #1d4ed8);
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box-shadow: 0 0 18px rgb(59 130 246 / 45%);
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}
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}
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&--pending {
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border-color: rgb(245 158 11 / 22%);
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&::before {
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background: #f59e0b;
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opacity: 0.22;
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}
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&::after {
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background: #fbbf24;
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opacity: 0.14;
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}
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.pal-card__status {
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background: rgb(245 158 11 / 14%);
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border-color: rgb(251 191 36 / 32%);
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color: #fbbf24;
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}
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.pal-card__badge {
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background: linear-gradient(135deg, #f59e0b, #b45309);
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box-shadow: 0 0 18px rgb(245 158 11 / 45%);
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}
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.pal-card__icon {
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background: linear-gradient(145deg, #f59e0b, #d97706);
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box-shadow: 0 10px 20px rgb(245 158 11 / 35%);
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}
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}
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}
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@media (width <= 540px) {
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.pal-card {
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flex-wrap: wrap;
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gap: 10px;
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padding-bottom: 36px;
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&__hint {
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position: static;
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width: 100%;
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text-align: right;
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margin-top: 4px;
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}
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}
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}
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