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
@@ -203,27 +203,54 @@
<span class="kv-table__col kv-table__col--action"></span>
</div>
}
</div>
<!-- PAN-Aadhaar Link Row -->
<div class="kv-table__row kv-table__row--link">
<span class="kv-table__col kv-table__col--doc">
<mat-icon class="kv-doc-icon">link</mat-icon> PAN–Aadhaar Link
</span>
<span class="kv-table__col kv-table__col--num">Sec 139AA</span>
<span class="kv-table__col kv-table__col--status">
@if (kycData?.panAadhaarSeedingStatus === 'Y') {
<span class="kv-status kv-status--ok"><mat-icon>check_circle</mat-icon> Linked</span>
} @else if (kycData?.panAadhaarSeedingStatus === 'N') {
<span class="kv-status kv-status--fail"><mat-icon>cancel</mat-icon> Not Linked</span>
} @else if (kycData?.panAadhaarSeedingStatus === 'E') {
<span class="kv-status kv-status--info"><mat-icon>info</mat-icon> Exempt</span>
} @else {
<span class="kv-status kv-status--pending"><mat-icon>radio_button_unchecked</mat-icon> Pending</span>
}
</span>
<span class="kv-table__col kv-table__col--date">—</span>
<span class="kv-table__col kv-table__col--action"></span>
<!-- ─── PAN ↔ Aadhaar Link — premium status card (replaces the legacy
table row). Dark gradient base with state-driven accent so the
linking state is the first thing a reviewer sees. -->
<div
class="pal-card"
[class.pal-card--ok]="kycData?.panAadhaarSeedingStatus === 'Y'"
[class.pal-card--fail]="kycData?.panAadhaarSeedingStatus === 'N'"
[class.pal-card--info]="kycData?.panAadhaarSeedingStatus === 'E'"
[class.pal-card--pending]="
kycData?.panAadhaarSeedingStatus !== 'Y' &&
kycData?.panAadhaarSeedingStatus !== 'N' &&
kycData?.panAadhaarSeedingStatus !== 'E'
"
>
<div class="pal-card__left">
<div class="pal-card__icon">
<mat-icon>credit_card</mat-icon>
</div>
<div class="pal-card__txt">
<div class="pal-card__small">Verification Status</div>
<div class="pal-card__title">PAN &harr; Aadhaar</div>
<div class="pal-card__status">
@if (kycData?.panAadhaarSeedingStatus === 'Y') {
<mat-icon>check_circle</mat-icon> Linked (Seeded)
} @else if (kycData?.panAadhaarSeedingStatus === 'N') {
<mat-icon>cancel</mat-icon> Not Linked
} @else if (kycData?.panAadhaarSeedingStatus === 'E') {
<mat-icon>info</mat-icon> Exempt
} @else {
<mat-icon>radio_button_unchecked</mat-icon> Pending
}
</div>
</div>
</div>
<div class="pal-card__badge">
@if (kycData?.panAadhaarSeedingStatus === 'Y') {
<mat-icon>check</mat-icon>
} @else if (kycData?.panAadhaarSeedingStatus === 'N') {
<mat-icon>close</mat-icon>
} @else if (kycData?.panAadhaarSeedingStatus === 'E') {
<mat-icon>info</mat-icon>
} @else {
<mat-icon>schedule</mat-icon>
}
</div>
<div class="pal-card__hint">As per Income Tax Portal &mdash; Section 139AA</div>
</div>
<!-- Aadhaar OTP inline (shown below table when re-verifying) -->