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
+2 -2
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@@ -9,8 +9,8 @@
/* tslint:disable */
export default {
'mifos_x': {
'version': '260518',
'hash': 'g4322f37c6'
'version': '260520',
'hash': 'g325228c51'
},
'allow_switching_backend_instance': true
};
+1 -1
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@@ -66,7 +66,7 @@ export const environment = {
/** Production mode - when true, shows minimal hero with only branding at bottom */
productionMode: loadedEnv['productionMode'] === 'true' || loadedEnv['productionMode'] === true || false,
tenantLogoUrl: loadedEnv['tenantLogoUrl'] || 'assets/images/cbsnexora-logo.png',
tenantLogoUrlDark: loadedEnv['tenantLogoUrlDark'] || 'assets/images/white-mifos.png',
tenantLogoUrlDark: loadedEnv['tenantLogoUrlDark'] || 'assets/images/cbsnexora-logo.png',
documentationBaseUrl: loadedEnv['documentationBaseUrl'] || 'https://mifosforge.jira.com/wiki',
// Time in seconds, default 60 seconds
waitTimeForNotifications: loadedEnv['waitTimeForNotifications'] || 60,
+1 -1
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@@ -68,7 +68,7 @@ export const environment = {
/** Production mode - when true, shows minimal hero with only branding at bottom */
productionMode: loadedEnv.productionMode === 'true' || loadedEnv.productionMode === true || false,
tenantLogoUrl: loadedEnv.tenantLogoUrl || 'assets/images/cbsnexora-logo.png',
tenantLogoUrlDark: loadedEnv.tenantLogoUrlDark || 'assets/images/white-mifos.png',
tenantLogoUrlDark: loadedEnv.tenantLogoUrlDark || 'assets/images/cbsnexora-logo.png',
documentationBaseUrl: loadedEnv.documentationBaseUrl || 'https://mifosforge.jira.com/wiki',
// Time in seconds, default 60 seconds
waitTimeForNotifications: loadedEnv.waitTimeForNotifications || 60,