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
@@ -6,22 +6,537 @@
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* file, You can obtain one at http://mozilla.org/MPL/2.0/.
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*/
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@use '../shared/styles/list-layout' as *;
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@use 'sass:color';
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.status-active {
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background: #ecfdf5 !important;
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color: #059669 !important;
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$navy: #0d1b2a;
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$blue: #1e88e5;
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$blue-d: #1e40af;
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$green: #10b981;
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$amber: #f59e0b;
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$red: #ef4444;
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$purple: #7c3aed;
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|
||||
&::before {
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background: #059669;
|
||||
.usr-container {
|
||||
padding: 20px 24px;
|
||||
max-width: 1440px;
|
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margin: 0 auto;
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background: #f0f2f5;
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min-height: 100vh;
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}
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// ─── Header ───
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.usr-header {
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display: flex;
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align-items: center;
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justify-content: space-between;
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margin-bottom: 16px;
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gap: 12px;
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flex-wrap: wrap;
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&__left {
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display: flex;
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align-items: center;
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gap: 12px;
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}
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&__icon {
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width: 44px;
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height: 44px;
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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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border-radius: 12px;
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background: linear-gradient(135deg, $blue 0%, $purple 100%);
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color: #fff;
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font-size: 18px;
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box-shadow: 0 2px 8px rgb(29 78 216 / 25%);
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}
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&__title {
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margin: 0;
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font-size: 20px;
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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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font-size: 12.5px;
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color: #64748b;
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}
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&__right {
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display: flex;
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gap: 10px;
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flex-wrap: wrap;
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}
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}
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.status-inactive {
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background: #fef2f2 !important;
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color: #dc2626 !important;
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.usr-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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padding: 8px 16px;
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border-radius: 9px;
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font-size: 13px;
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font-weight: 600;
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cursor: pointer;
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transition: all 0.15s;
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white-space: nowrap;
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border: 1px solid transparent;
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&::before {
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background: #dc2626;
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fa-icon {
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font-size: 12px;
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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 {
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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 {
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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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&.small {
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padding: 6px 12px;
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font-size: 12px;
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}
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}
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// ─── KPI strip ───
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.usr-stats {
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display: grid;
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grid-template-columns: repeat(4, 1fr);
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gap: 12px;
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margin-bottom: 16px;
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}
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.usr-stat {
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display: flex;
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align-items: center;
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gap: 12px;
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background: #fff;
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border: 1px solid #e2e8f0;
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border-radius: 12px;
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padding: 12px 16px;
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box-shadow: 0 1px 3px rgb(15 23 42 / 4%);
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&__ic {
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width: 38px;
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height: 38px;
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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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border-radius: 10px;
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font-size: 15px;
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color: #fff;
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flex-shrink: 0;
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}
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&__val {
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font-size: 22px;
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font-weight: 800;
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color: $navy;
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line-height: 1;
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}
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&__lbl {
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margin-top: 4px;
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font-size: 11.5px;
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text-transform: uppercase;
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letter-spacing: 0.05em;
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color: #64748b;
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font-weight: 600;
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}
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&.total .usr-stat__ic {
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background: linear-gradient(135deg, $blue 0%, $blue-d 100%);
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}
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&.staff .usr-stat__ic {
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background: linear-gradient(135deg, $purple 0%, #4338ca 100%);
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}
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&.self .usr-stat__ic {
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background: linear-gradient(135deg, $green 0%, #047857 100%);
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}
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&.office .usr-stat__ic {
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background: linear-gradient(135deg, $amber 0%, #c2410c 100%);
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}
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}
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// ─── Toolbar ───
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.usr-toolbar {
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display: flex;
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align-items: center;
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justify-content: space-between;
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gap: 12px;
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flex-wrap: wrap;
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margin-bottom: 12px;
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&__search {
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position: relative;
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flex: 1;
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min-width: 260px;
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max-width: 520px;
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input {
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width: 100%;
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padding: 9px 36px;
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border: 1px solid #d0d5dd;
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border-radius: 9px;
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font-size: 13px;
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background: #fff;
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color: $navy;
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transition: all 0.15s;
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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 / 12%);
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}
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}
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&-ic {
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position: absolute;
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left: 12px;
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top: 50%;
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transform: translateY(-50%);
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color: #94a3b8;
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font-size: 12px;
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pointer-events: none;
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}
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}
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&__clear {
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position: absolute;
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right: 8px;
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top: 50%;
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transform: translateY(-50%);
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width: 22px;
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height: 22px;
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border-radius: 50%;
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border: 1px solid #e2e8f0;
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background: #fff;
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color: #94a3b8;
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font-size: 10px;
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cursor: pointer;
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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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}
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}
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&__filters {
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display: flex;
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align-items: center;
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gap: 8px;
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flex-wrap: wrap;
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}
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}
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.usr-select {
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padding: 8px 12px;
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border: 1px solid #d0d5dd;
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border-radius: 9px;
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background: #fff;
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color: $navy;
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font-size: 12.5px;
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cursor: pointer;
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transition: all 0.15s;
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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 / 12%);
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}
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}
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// ─── Card wrapper ───
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.usr-card {
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background: #fff;
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border: 1px solid #e2e8f0;
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border-radius: 12px;
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box-shadow: 0 1px 3px rgb(15 23 42 / 6%);
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overflow: hidden;
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&__head {
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display: flex;
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align-items: center;
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justify-content: space-between;
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padding: 14px 18px;
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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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}
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&__title {
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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: 15px;
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font-weight: 700;
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color: $navy;
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&-ic {
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color: $blue;
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}
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}
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&__count {
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margin-left: 8px;
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padding: 2px 10px;
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background: #eff6ff;
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color: $blue-d;
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border-radius: 999px;
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font-size: 11px;
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font-weight: 700;
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}
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}
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// ─── Table ───
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.usr-table-wrap {
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overflow: auto;
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max-height: 620px;
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}
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.usr-table {
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width: 100%;
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border-collapse: collapse;
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font-size: 13px;
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thead th {
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position: sticky;
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top: 0;
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z-index: 1;
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background: #f1f5f9;
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color: #475569;
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text-align: left;
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padding: 11px 14px;
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font-size: 10.5px;
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font-weight: 700;
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text-transform: uppercase;
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letter-spacing: 0.05em;
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border-bottom: 1px solid #e2e8f0;
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&.num {
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width: 48px;
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text-align: center;
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}
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&.actions {
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width: 150px;
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text-align: center;
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}
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}
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tbody td {
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padding: 10px 14px;
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border-bottom: 1px solid #f1f5f9;
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vertical-align: middle;
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color: $navy;
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&.num {
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text-align: center;
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color: #94a3b8;
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font-weight: 600;
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}
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&.mono {
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font-family: ui-monospace, SFMono-Regular, Menlo, Consolas, monospace;
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font-size: 12px;
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color: #475569;
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}
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&.actions {
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text-align: center;
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white-space: nowrap;
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}
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}
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tbody tr {
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transition: background 0.12s;
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&:hover {
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background: #f8fafc;
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}
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}
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}
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.usr-id {
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display: inline-flex;
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align-items: center;
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gap: 10px;
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&__txt {
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line-height: 1.15;
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}
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&__name {
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font-weight: 600;
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color: $navy;
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}
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&__staff {
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font-size: 10.5px;
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color: #64748b;
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margin-top: 1px;
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}
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}
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.usr-avatar {
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width: 32px;
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height: 32px;
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border-radius: 50%;
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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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background: linear-gradient(135deg, $blue 0%, $purple 100%);
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color: #fff;
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font-weight: 700;
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font-size: 11px;
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flex-shrink: 0;
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box-shadow: 0 2px 4px -1px rgb(29 78 216 / 30%);
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&.self {
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background: linear-gradient(135deg, $green 0%, #047857 100%);
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box-shadow: 0 2px 4px -1px rgb(16 185 129 / 30%);
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}
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}
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.usr-pill {
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display: inline-block;
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padding: 2px 9px;
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border-radius: 999px;
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font-size: 10.5px;
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font-weight: 700;
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text-transform: uppercase;
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letter-spacing: 0.05em;
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&.staff {
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background: #ede9fe;
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color: $purple;
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}
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&.self {
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background: #ecfdf5;
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color: $green;
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}
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}
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.usr-act {
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width: 30px;
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height: 30px;
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margin: 0 2px;
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border: 1px solid #e2e8f0;
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background: #fff;
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border-radius: 7px;
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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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color: #64748b;
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font-size: 12px;
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transition: all 0.12s;
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&:hover:not(:disabled) {
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transform: translateY(-1px);
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}
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&.view:hover:not(:disabled) {
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background: #f0f9ff;
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border-color: #bae6fd;
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color: $blue;
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}
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&.edit:hover:not(:disabled) {
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background: #eff6ff;
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border-color: #bfdbfe;
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color: $blue-d;
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}
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&.more:hover:not(:disabled) {
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background: #f5f3ff;
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border-color: #ddd6fe;
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color: $purple;
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}
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&:disabled {
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||||
opacity: 0.4;
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cursor: not-allowed;
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||||
}
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}
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||||
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||||
.usr-menu__ic {
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width: 18px;
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||||
margin-right: 10px;
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||||
color: #64748b;
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||||
font-size: 13px;
|
||||
text-align: center;
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||||
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||||
&.warn {
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||||
color: $red;
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||||
}
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||||
}
|
||||
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||||
.usr-empty {
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||||
text-align: center;
|
||||
padding: 32px 16px;
|
||||
color: #94a3b8;
|
||||
font-size: 13px;
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||||
}
|
||||
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||||
// ─── Responsive ───
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||||
@media (width <= 900px) {
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.usr-stats {
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||||
grid-template-columns: repeat(2, 1fr);
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||||
}
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||||
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||||
.usr-header {
|
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flex-direction: column;
|
||||
align-items: flex-start;
|
||||
}
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||||
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||||
.usr-toolbar {
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flex-direction: column;
|
||||
align-items: stretch;
|
||||
|
||||
&__search {
|
||||
max-width: none;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
@media (width <= 600px) {
|
||||
.usr-stats {
|
||||
grid-template-columns: 1fr;
|
||||
}
|
||||
|
||||
.usr-table thead th {
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||||
font-size: 9.5px;
|
||||
padding: 8px 10px;
|
||||
}
|
||||
|
||||
.usr-table tbody td {
|
||||
padding: 8px 10px;
|
||||
}
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user