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
@@ -20,6 +20,7 @@ import {
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CertificatePreviewDialogData
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} from '../certificate-preview-dialog/certificate-preview-dialog.component';
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import { downloadShareCertificatePdf } from '../certificate-pdf';
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import { DscSignService } from '../../dsc-sign-dialog/dsc-sign.service';
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export type ShareClass = 'ORDINARY' | 'PREFERENCE';
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@@ -58,6 +59,7 @@ export interface ShareCertificateRecord {
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export class ShareCertificateComponent implements OnInit {
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private dialog = inject(MatDialog);
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private snack = inject(MatSnackBar);
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private dscSign = inject(DscSignService);
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// ── Filters ──
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search = '';
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@@ -132,8 +134,14 @@ export class ShareCertificateComponent implements OnInit {
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}
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downloadCertificate(r: ShareCertificateRecord): void {
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downloadShareCertificatePdf(r);
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this.snack.open(`Share Certificate ${r.certificateNo} downloaded.`, 'OK', { duration: 2400 });
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this.dscSign.promptThenDownload(
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{
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title: 'Share Certificate',
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reference: `${r.certificateNo} · Folio ${r.folioNo} · ${r.memberName}`,
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filename: `Share-Certificate-${r.certificateNo}.pdf`
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},
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(dsc) => downloadShareCertificatePdf(r, dsc)
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);
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}
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}
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