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
co-authored by
Claude Opus 4.7
Claude Opus 4.7
parent
325228c514
commit
83ea57ccf0
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/**
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* Copyright since 2025 Mifos Initiative
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*
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* This Source Code Form is subject to the terms of the Mozilla Public
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* License, v. 2.0. If a copy of the MPL was not distributed with this
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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$navy: #0d1b2a;
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$blue: #1e88e5;
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$green: #10b981;
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$red: #ef4444;
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$amber: #f59e0b;
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$purple: #7c3aed;
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border-bottom: 1px solid #e2e8f0;
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background: linear-gradient(180deg, #f8fafc 0%, #fff 100%);
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&__left {
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align-items: center;
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gap: 12px;
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}
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&__ic {
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width: 38px;
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height: 38px;
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align-items: center;
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justify-content: center;
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border-radius: 10px;
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background: linear-gradient(135deg, $blue 0%, $purple 100%);
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color: #fff;
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font-size: 14px;
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box-shadow: 0 2px 6px -2px rgb(29 78 216 / 35%);
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}
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&__title {
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margin: 0;
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font-size: 16px;
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font-weight: 800;
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color: $navy;
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line-height: 1.1;
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}
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&__sub {
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margin-top: 2px;
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background: #fff;
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color: #64748b;
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cursor: pointer;
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display: inline-flex;
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align-items: center;
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justify-content: center;
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&:hover {
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background: #fef2f2;
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color: $red;
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border-color: #fecaca;
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.ufd-loading {
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align-items: center;
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padding: 40px 24px;
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color: #64748b;
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font-size: 13px;
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}
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.ufd-body {
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flex: 1;
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overflow-y: auto;
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padding: 16px 20px 20px;
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display: flex;
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flex-direction: column;
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gap: 14px;
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}
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.ufd-section {
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background: #f8fafc;
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border: 1px solid #e2e8f0;
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border-radius: 10px;
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padding: 12px 14px;
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&__title {
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font-size: 10.5px;
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text-transform: uppercase;
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letter-spacing: 0.06em;
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font-weight: 700;
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color: $blue-d;
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margin-bottom: 10px;
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.ufd-grid {
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grid-template-columns: 1fr 1fr;
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display: flex;
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flex-direction: column;
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label {
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font-size: 11px;
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font-weight: 600;
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color: #475569;
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}
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input,
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select {
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height: 36px;
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padding: 0 10px;
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border: 1px solid #cbd5e1;
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border-radius: 7px;
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background: #fff;
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color: $navy;
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font-size: 13px;
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transition: all 0.12s;
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&:focus {
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outline: none;
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border-color: $blue;
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box-shadow: 0 0 0 3px rgb(30 136 229 / 14%);
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}
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}
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select {
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appearance: none;
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background-image:
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linear-gradient(45deg, transparent 50%, #64748b 50%), linear-gradient(135deg, #64748b 50%, transparent 50%);
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calc(100% - 14px) 50%,
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calc(100% - 9px) 50%;
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background-size:
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5px 5px,
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5px 5px;
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background-repeat: no-repeat;
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padding-right: 28px;
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}
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}
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display: flex;
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align-items: stretch;
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border: 1px solid #cbd5e1;
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border-radius: 7px;
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background: #fff;
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overflow: hidden;
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height: 36px;
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&:focus-within {
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border-color: $blue;
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box-shadow: 0 0 0 3px rgb(30 136 229 / 14%);
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}
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display: inline-flex;
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align-items: center;
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padding: 0 10px;
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background: #f1f5f9;
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color: #475569;
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font-size: 12px;
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font-weight: 600;
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border-right: 1px solid #cbd5e1;
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}
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input {
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flex: 1;
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border: none;
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padding: 0 10px;
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font-size: 13px;
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outline: none;
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}
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}
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border: 1px solid #cbd5e1;
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background: #fff;
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border-radius: 999px;
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color: #475569;
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font-size: 12px;
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font-weight: 600;
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cursor: pointer;
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transition: all 0.12s;
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fa-icon {
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font-size: 9px;
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}
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&:hover {
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border-color: #94a3b8;
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color: $navy;
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}
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&.active {
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background: linear-gradient(135deg, $blue 0%, $blue-d 100%);
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border-color: $blue-d;
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color: #fff;
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box-shadow: 0 1px 4px -1px rgb(30 64 175 / 35%);
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}
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}
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.ufd-check {
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display: flex;
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align-items: center;
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gap: 8px;
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font-size: 12.5px;
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color: $navy;
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margin: 4px 0;
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cursor: pointer;
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// stylelint-disable-next-line selector-no-qualifying-type
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input[type='checkbox'] {
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width: 16px;
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height: 16px;
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accent-color: $blue;
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}
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}
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.ufd-hint {
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display: flex;
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align-items: center;
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gap: 8px;
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margin-top: 8px;
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font-size: 11.5px;
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color: #64748b;
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fa-icon {
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color: $amber;
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}
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}
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.ufd-server-err {
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display: flex;
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align-items: center;
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gap: 10px;
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padding: 10px 14px;
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border: 1px solid #fecaca;
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background: #fef2f2;
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border-radius: 8px;
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color: $red;
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font-size: 12.5px;
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font-weight: 600;
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}
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.ufd-actions {
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display: flex;
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justify-content: flex-end;
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gap: 10px;
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border-top: 1px solid #e2e8f0;
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margin-top: 4px;
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padding-top: 14px;
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}
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.ufd-btn {
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display: inline-flex;
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align-items: center;
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gap: 8px;
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height: 38px;
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padding: 0 18px;
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border-radius: 8px;
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font-size: 13px;
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font-weight: 700;
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cursor: pointer;
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transition: all 0.15s;
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border: 1px solid transparent;
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fa-icon {
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font-size: 11px;
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}
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&.ghost {
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background: #fff;
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border-color: #d0d5dd;
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color: #475569;
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&:hover:not(:disabled) {
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background: #f8fafc;
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border-color: #94a3b8;
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color: $navy;
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}
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}
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&.primary {
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background: linear-gradient(135deg, $blue 0%, $blue-d 100%);
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border-color: $blue-d;
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color: #fff;
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box-shadow: 0 2px 6px -2px rgb(30 64 175 / 35%);
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&:hover:not(:disabled) {
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box-shadow: 0 4px 12px -3px rgb(30 64 175 / 45%);
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transform: translateY(-1px);
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}
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}
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&:disabled {
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opacity: 0.55;
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cursor: not-allowed;
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}
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}
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@media (width <= 600px) {
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.ufd-grid {
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grid-template-columns: 1fr;
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}
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}
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