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
@@ -24,7 +24,18 @@
placeholder="{{ 'labels.text.Write a note' | translate }} ..."
cdkTextareaAutosize
cdkAutosizeMinRows="2"
matTooltip="At least two words required — e.g. 'Hello User', 'Updated mobile', 'Re-KYC done'."
matTooltipPosition="above"
matTooltipShowDelay="300"
(keydown)="onNoteKeyDown($event)"
(input)="onNoteInput($event)"
></textarea>
@if (noteForm.controls['note'].touched && noteForm.controls['note'].hasError('required')) {
<mat-error>Note cannot be empty.</mat-error>
}
@if (noteForm.controls['note'].touched && noteForm.controls['note'].hasError('minWords')) {
<mat-error>Note must contain at least 2 words (whitespace doesn't count).</mat-error>
}
</mat-form-field>
<button type="submit" mat-raised-button class="flex-1" color="primary" [disabled]="!noteForm.valid">
<fa-icon icon="plus" class="m-r-10" aria-hidden="true"></fa-icon>{{ 'labels.buttons.Add' | translate }}