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
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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