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