AdityaandClaude Opus 4.7
83ea57ccf0
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>
94 lines
3.5 KiB
HTML
94 lines
3.5 KiB
HTML
<!--
|
|
Copyright since 2025 Mifos Initiative
|
|
|
|
This Source Code Form is subject to the terms of the Mozilla Public
|
|
License, v. 2.0. If a copy of the MPL was not distributed with this
|
|
file, You can obtain one at http://mozilla.org/MPL/2.0/.
|
|
-->
|
|
|
|
<div class="tab-container mat-typography">
|
|
<h3>{{ 'labels.heading.Notes' | translate }}</h3>
|
|
|
|
<div class="add-note-section">
|
|
<form
|
|
#formRef="ngForm"
|
|
[formGroup]="noteForm"
|
|
class="layout-row align-start-baseline gap-10px"
|
|
(ngSubmit)="addNote()"
|
|
>
|
|
<mat-form-field class="flex-85-minus-20px">
|
|
<textarea
|
|
required
|
|
formControlName="note"
|
|
matInput
|
|
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 }}
|
|
</button>
|
|
</form>
|
|
</div>
|
|
|
|
<div class="notes-container">
|
|
@if (entityNotes && entityNotes.length > 0) {
|
|
<div>
|
|
@for (entityNote of entityNotes; track entityNote; let i = $index) {
|
|
<div class="note-card">
|
|
<div class="note-content">
|
|
{{ entityNote.note }}
|
|
</div>
|
|
<div class="note-footer">
|
|
<div class="note-meta">
|
|
<div class="created-by">
|
|
{{ 'labels.inputs.Created By' | translate }} {{ entityNote.createdByUsername }}
|
|
</div>
|
|
<div class="created-date">
|
|
{{ entityNote.createdOn | dateFormat }}
|
|
</div>
|
|
</div>
|
|
<div class="note-actions">
|
|
<button
|
|
type="button"
|
|
mat-raised-button
|
|
color="primary"
|
|
(click)="editNote(entityNote.id, entityNote.note, i)"
|
|
[title]="'labels.heading.Edit Note' | translate"
|
|
>
|
|
<fa-icon icon="edit" class="m-r-10" aria-hidden="true"></fa-icon
|
|
>{{ 'labels.buttons.Edit' | translate }}
|
|
</button>
|
|
<button
|
|
type="button"
|
|
mat-raised-button
|
|
color="warn"
|
|
(click)="deleteNote(entityNote.id, i)"
|
|
[title]="('labels.inputs.Note' | translate) + ': ' + ('labels.buttons.Delete' | translate)"
|
|
>
|
|
<fa-icon icon="trash" class="m-r-10" aria-hidden="true"></fa-icon
|
|
>{{ 'labels.buttons.Delete' | translate }}
|
|
</button>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
}
|
|
</div>
|
|
} @else {
|
|
<div class="empty-state">{{ 'labels.text.NoNotesAvailable' | translate }}</div>
|
|
}
|
|
</div>
|
|
</div>
|