@voplus/morpho-csp 11.2.8 → 11.3.0-dev.0

package/es/modules/corporate/background-investigation/risk-profile/components/IdentityProperties/state.js

@@ -1,8 +1,23 @@
 import { __esDecorate, __runInitializers } from "tslib";
 import { serialize } from "@voplus/morpho-data";
-import { action, observable } from "mobx";
+import { action, computed, observable } from "mobx";
+import { CAPTURED_FIELD_LABEL, CATALOG_UNAVAILABLE_MESSAGE, } from "@voplus/morpho-compliance/es/data/identityShape";
 import { message } from "antd";
+/**
+ * spec:1955 — the labels this editor renders the platform-mandatory fields under. No identity
+ * shape governs them (`CAPTURED_FIELD_LABEL` covers only the captured fields), so the save gate
+ * names them with the same labels the form shows rather than inventing a second vocabulary.
+ */
+const MANDATORY_FIELD_LABEL = {
+    FullName: "Full Name",
+    Number: "Identity #",
+    Country: "Country",
+    Type: "Identity Type",
+};
+/** The three fields a shape's policies govern, in the order the block renders them. */
+const CAPTURED_FIELDS = ["alias", "issuingCountry", "expiryDate"];
 let State = (() => {
+    let _instanceExtraInitializers = [];
     let _editable_decorators;
     let _editable_initializers = [];
     let _editable_extraInitializers = [];
@@ -12,9 +27,32 @@ let State = (() => {
     let _loading_decorators;
     let _loading_initializers = [];
     let _loading_extraInitializers = [];
+    let _shape_decorators;
+    let _shape_initializers = [];
+    let _shape_extraInitializers = [];
+    let _catalogStatus_decorators;
+    let _catalogStatus_initializers = [];
+    let _catalogStatus_extraInitializers = [];
+    let _pendingShape_decorators;
+    let _pendingShape_initializers = [];
+    let _pendingShape_extraInitializers = [];
+    let _fieldErrors_decorators;
+    let _fieldErrors_initializers = [];
+    let _fieldErrors_extraInitializers = [];
+    let _initial_decorators;
+    let _initial_initializers = [];
+    let _initial_extraInitializers = [];
+    let _baselineShape_decorators;
+    let _baselineShape_initializers = [];
+    let _baselineShape_extraInitializers = [];
     let _reset_decorators;
     let _reset_initializers = [];
     let _reset_extraInitializers = [];
+    let _get_capturedValues_decorators;
+    let _applyShape_decorators;
+    let _applyShape_initializers = [];
+    let _applyShape_extraInitializers = [];
+    let _get_payload_decorators;
     let _onOk_decorators;
     let _onOk_initializers = [];
     let _onOk_extraInitializers = [];
@@ -24,16 +62,34 @@ let State = (() => {
             _editable_decorators = [observable];
             _value_decorators = [observable];
             _loading_decorators = [observable];
+            _shape_decorators = [observable];
+            _catalogStatus_decorators = [observable];
+            _pendingShape_decorators = [observable];
+            _fieldErrors_decorators = [observable];
+            _initial_decorators = [observable];
+            _baselineShape_decorators = [observable];
             _reset_decorators = [action];
+            _get_capturedValues_decorators = [computed];
+            _applyShape_decorators = [action];
+            _get_payload_decorators = [computed];
             _onOk_decorators = [action];
             __esDecorate(this, null, _editable_decorators, { kind: "accessor", name: "editable", static: false, private: false, access: { has: obj => "editable" in obj, get: obj => obj.editable, set: (obj, value) => { obj.editable = value; } }, metadata: _metadata }, _editable_initializers, _editable_extraInitializers);
             __esDecorate(this, null, _value_decorators, { kind: "accessor", name: "value", static: false, private: false, access: { has: obj => "value" in obj, get: obj => obj.value, set: (obj, value) => { obj.value = value; } }, metadata: _metadata }, _value_initializers, _value_extraInitializers);
             __esDecorate(this, null, _loading_decorators, { kind: "accessor", name: "loading", static: false, private: false, access: { has: obj => "loading" in obj, get: obj => obj.loading, set: (obj, value) => { obj.loading = value; } }, metadata: _metadata }, _loading_initializers, _loading_extraInitializers);
+            __esDecorate(this, null, _shape_decorators, { kind: "accessor", name: "shape", static: false, private: false, access: { has: obj => "shape" in obj, get: obj => obj.shape, set: (obj, value) => { obj.shape = value; } }, metadata: _metadata }, _shape_initializers, _shape_extraInitializers);
+            __esDecorate(this, null, _catalogStatus_decorators, { kind: "accessor", name: "catalogStatus", static: false, private: false, access: { has: obj => "catalogStatus" in obj, get: obj => obj.catalogStatus, set: (obj, value) => { obj.catalogStatus = value; } }, metadata: _metadata }, _catalogStatus_initializers, _catalogStatus_extraInitializers);
+            __esDecorate(this, null, _pendingShape_decorators, { kind: "accessor", name: "pendingShape", static: false, private: false, access: { has: obj => "pendingShape" in obj, get: obj => obj.pendingShape, set: (obj, value) => { obj.pendingShape = value; } }, metadata: _metadata }, _pendingShape_initializers, _pendingShape_extraInitializers);
+            __esDecorate(this, null, _fieldErrors_decorators, { kind: "accessor", name: "fieldErrors", static: false, private: false, access: { has: obj => "fieldErrors" in obj, get: obj => obj.fieldErrors, set: (obj, value) => { obj.fieldErrors = value; } }, metadata: _metadata }, _fieldErrors_initializers, _fieldErrors_extraInitializers);
+            __esDecorate(this, null, _initial_decorators, { kind: "accessor", name: "initial", static: false, private: false, access: { has: obj => "initial" in obj, get: obj => obj.initial, set: (obj, value) => { obj.initial = value; } }, metadata: _metadata }, _initial_initializers, _initial_extraInitializers);
+            __esDecorate(this, null, _baselineShape_decorators, { kind: "accessor", name: "baselineShape", static: false, private: false, access: { has: obj => "baselineShape" in obj, get: obj => obj.baselineShape, set: (obj, value) => { obj.baselineShape = value; } }, metadata: _metadata }, _baselineShape_initializers, _baselineShape_extraInitializers);
+            __esDecorate(this, null, _get_capturedValues_decorators, { kind: "getter", name: "capturedValues", static: false, private: false, access: { has: obj => "capturedValues" in obj, get: obj => obj.capturedValues }, metadata: _metadata }, null, _instanceExtraInitializers);
+            __esDecorate(this, null, _get_payload_decorators, { kind: "getter", name: "payload", static: false, private: false, access: { has: obj => "payload" in obj, get: obj => obj.payload }, metadata: _metadata }, null, _instanceExtraInitializers);
             __esDecorate(null, null, _reset_decorators, { kind: "field", name: "reset", static: false, private: false, access: { has: obj => "reset" in obj, get: obj => obj.reset, set: (obj, value) => { obj.reset = value; } }, metadata: _metadata }, _reset_initializers, _reset_extraInitializers);
+            __esDecorate(null, null, _applyShape_decorators, { kind: "field", name: "applyShape", static: false, private: false, access: { has: obj => "applyShape" in obj, get: obj => obj.applyShape, set: (obj, value) => { obj.applyShape = value; } }, metadata: _metadata }, _applyShape_initializers, _applyShape_extraInitializers);
             __esDecorate(null, null, _onOk_decorators, { kind: "field", name: "onOk", static: false, private: false, access: { has: obj => "onOk" in obj, get: obj => obj.onOk, set: (obj, value) => { obj.onOk = value; } }, metadata: _metadata }, _onOk_initializers, _onOk_extraInitializers);
             if (_metadata) Object.defineProperty(this, Symbol.metadata, { enumerable: true, configurable: true, writable: true, value: _metadata });
         }
-        id;
+        id = __runInitializers(this, _instanceExtraInitializers);
         identityStore;
         #editable_accessor_storage = __runInitializers(this, _editable_initializers, false);
         /** hover on edit */
@@ -47,34 +103,207 @@ let State = (() => {
         /** loading of save */
         get loading() { return this.#loading_accessor_storage; }
         set loading(value) { this.#loading_accessor_storage = value; }
+        #shape_accessor_storage = (__runInitializers(this, _loading_extraInitializers), __runInitializers(this, _shape_initializers, undefined));
+        /**
+         * the shape the editor is working with: the identity's captured shape on `reset`, and the
+         * replacement the user picks mid-edit — never re-derived from the live catalog, so a shape
+         * edited or deleted after capture still reads as what the identity actually carries.
+         */
+        get shape() { return this.#shape_accessor_storage; }
+        set shape(value) { this.#shape_accessor_storage = value; }
+        #catalogStatus_accessor_storage = (__runInitializers(this, _shape_extraInitializers), __runInitializers(this, _catalogStatus_initializers, "loading"));
+        /** spec:3717 — the picker's catalog status; the save stays blocked until it reports "ready". */
+        get catalogStatus() { return this.#catalogStatus_accessor_storage; }
+        set catalogStatus(value) { this.#catalogStatus_accessor_storage = value; }
+        #pendingShape_accessor_storage = (__runInitializers(this, _catalogStatus_extraInitializers), __runInitializers(this, _pendingShape_initializers, null));
+        /** spec:3715 — a replacement shape that would clear populated fields, awaiting confirmation. */
+        get pendingShape() { return this.#pendingShape_accessor_storage; }
+        set pendingShape(value) { this.#pendingShape_accessor_storage = value; }
+        #fieldErrors_accessor_storage = (__runInitializers(this, _pendingShape_extraInitializers), __runInitializers(this, _fieldErrors_initializers, {}));
+        /**
+         * spec:3713 — the captured fields a blocked save rejected, each with the reason it was
+         * rejected: a field the frozen snapshot still needs, or one carrying a value that snapshot
+         * does not permit.
+         */
+        get fieldErrors() { return this.#fieldErrors_accessor_storage; }
+        set fieldErrors(value) { this.#fieldErrors_accessor_storage = value; }
+        #initial_accessor_storage = (__runInitializers(this, _fieldErrors_extraInitializers), __runInitializers(this, _initial_initializers, {}));
+        // spec:1955 — CSP: Identity properties edit form validation
+        /**
+         * The clearable values as the identity carried them when editing opened. A value present here
+         * but empty in `value` is one the form is showing as cleared, so the save has to say so
+         * explicitly: an omitted key means "leave unchanged" to the server, which would let the old
+         * value survive a save whose shape selection never changed.
+         */
+        get initial() { return this.#initial_accessor_storage; }
+        set initial(value) { this.#initial_accessor_storage = value; }
+        #baselineShape_accessor_storage = (__runInitializers(this, _initial_extraInitializers), __runInitializers(this, _baselineShape_initializers, undefined));
+        /** The last server-confirmed snapshot remains independent of the active selection. */
+        get baselineShape() { return this.#baselineShape_accessor_storage; }
+        set baselineShape(value) { this.#baselineShape_accessor_storage = value; }
         constructor(id, identityStore) {
             __runInitializers(this, _onOk_extraInitializers);
             this.id = id;
             this.identityStore = identityStore;
         }
-        reset = (__runInitializers(this, _loading_extraInitializers), __runInitializers(this, _reset_initializers, (identity) => {
+        reset = (__runInitializers(this, _baselineShape_extraInitializers), __runInitializers(this, _reset_initializers, (identity) => {
             this.editable = false;
+            this.pendingShape = null;
+            this.fieldErrors = {};
+            this.baselineShape = identity.shape
+                ? { ...identity.shape, policies: { ...identity.shape.policies } }
+                : undefined;
+            this.shape = this.baselineShape;
             this.value = serialize({
                 Number: undefined,
-                Type: identity.type,
+                SourceNumber: identity.shape?.source,
+                Alias: identity.alias,
                 Country: identity.country,
+                IssuingCountry: identity.issuingCountry,
                 ExpiryDate: identity.expiryDate,
                 FullName: identity.fullName,
             });
+            // spec:1955 — what the save has to clear explicitly if the form ends up showing it empty:
+            // `applyShape` drops a value the replacement shape does not capture from the edit buffer, so
+            // the buffer alone can no longer say whether the field was ever populated.
+            this.initial = {
+                Alias: identity.alias,
+                IssuingCountry: identity.issuingCountry,
+                ExpiryDate: identity.expiryDate,
+            };
         }));
+        // spec:3848 — CSP form identities retain their selected shape snapshot
+        /** Resolve an original source before confirmation and destructive field clearing. */
+        resolveShape = (__runInitializers(this, _reset_extraInitializers), (candidate) => candidate.source === this.baselineShape?.source ? this.baselineShape : candidate);
+        /** The edit buffer projected onto the captured-field keys the shape policies are keyed by. */
+        get capturedValues() {
+            return {
+                alias: this.value.Alias,
+                issuingCountry: this.value.IssuingCountry,
+                expiryDate: this.value.ExpiryDate,
+            };
+        }
+        applyShape = __runInitializers(this, _applyShape_initializers, (shape) => {
+            shape = this.resolveShape(shape);
+            this.shape = shape;
+            this.value.SourceNumber = shape.source;
+            if (shape.policies.alias === "omitted")
+                this.value.Alias = undefined;
+            if (shape.policies.issuingCountry === "omitted")
+                this.value.IssuingCountry = undefined;
+            if (shape.policies.expiryDate === "omitted")
+                this.value.ExpiryDate = undefined;
+            this.pendingShape = null;
+            this.fieldErrors = {};
+        });
         // spec:1955 — CSP: Identity properties edit form validation
-        onOk = (__runInitializers(this, _reset_extraInitializers), __runInitializers(this, _onOk_initializers, async () => {
-            if (!this.value?.Number ||
-                !this.value?.Country ||
-                (this.value.Type === "Passport" && !this.value.ExpiryDate))
-                return message.warning("Identity information required");
+        // spec:3848 — CSP: CSP form identities retain their selected shape snapshot
+        /**
+         * The edit buffer as the wire payload (spec:1955). `applyShape` clears a value the replacement
+         * shape does not capture by assigning `undefined`, and the user can empty a control directly;
+         * either way `JSON.stringify` drops the key, and to the server an absent key means "leave the
+         * captured value unchanged". A value the form is showing as cleared therefore has to become an
+         * EXPLICIT clear here, or it survives the save (spec:3848) — most visibly after a shape change,
+         * where the omitted field is not rendered any more and no control is left to clear it.
+         *
+         * The two kinds of field clear differently, exactly as the shared write contract
+         * (`IdentityEditDataOptions`) and the sibling Compliance editor do: `Alias` / `IssuingCountry`
+         * are nullable strings, so an empty string IS the clear signal, while `ExpiryDate` is applied
+         * only when non-null and is removed with the `ClearExpiryDate` flag. The flag and a date
+         * together are rejected with a 400, so exactly one of them is ever sent.
+         *
+         * A field that was already empty when editing opened is omitted rather than cleared: it has
+         * nothing to remove, and a redundant "" would write a value and log a spurious property change
+         * on every unrelated save.
+         */
+        get payload() {
+            const data = serialize(this.value);
+            if (!data.Alias) {
+                if (this.initial.Alias)
+                    data.Alias = "";
+                else
+                    delete data.Alias;
+            }
+            if (!data.IssuingCountry) {
+                if (this.initial.IssuingCountry)
+                    data.IssuingCountry = "";
+                else
+                    delete data.IssuingCountry;
+            }
+            if (!data.ExpiryDate) {
+                delete data.ExpiryDate;
+                if (this.initial.ExpiryDate)
+                    data.ClearExpiryDate = true;
+            }
+            return data;
+        }
+        // spec:1955 — CSP: Identity properties edit form validation
+        // spec:1956 — CSP: Identity shape options
+        // spec:3717 — COMPLIANCE: A shape-dependent save is blocked until the catalog is available
+        onOk = (__runInitializers(this, _applyShape_extraInitializers), __runInitializers(this, _onOk_initializers, async () => {
+            if (this.catalogStatus !== "ready") {
+                message.warning(CATALOG_UNAVAILABLE_MESSAGE);
+                return;
+            }
+            const offences = [];
+            // spec:1955 — legal name, document number and country are platform-mandatory: the captured
+            // shape decides only the three captured fields below and can never relax these.
+            if (!this.value?.FullName?.trim())
+                offences.push(`${MANDATORY_FIELD_LABEL.FullName} is required`);
+            if (!this.value?.Number?.trim())
+                offences.push(`${MANDATORY_FIELD_LABEL.Number} is required`);
+            if (!this.value?.Country?.trim())
+                offences.push(`${MANDATORY_FIELD_LABEL.Country} is required`);
+            if (!this.shape)
+                offences.push(`${MANDATORY_FIELD_LABEL.Type} is required`);
+            // spec:3848 — the identity's FROZEN snapshot decides what this save still needs: `shape` is
+            // seeded from the identity on `reset` and only ever replaced by a shape the user picks from
+            // the catalog, so a source shape re-policied or deleted after capture cannot change the
+            // verdict. The live catalog is never consulted here.
+            const captured = this.capturedValues;
+            const fieldErrors = {};
+            if (this.shape) {
+                for (const field of CAPTURED_FIELDS) {
+                    const policy = this.shape.policies[field];
+                    let offence;
+                    // spec:3713 — an omitted field is never required; a value it does not permit is
+                    // disallowed rather than missing, and is named as such below.
+                    if (policy === "mandatory" && !captured[field]?.trim())
+                        offence = `${CAPTURED_FIELD_LABEL[field]} is required`;
+                    else if (policy === "omitted" && captured[field]?.trim())
+                        offence = `${CAPTURED_FIELD_LABEL[field]} is not permitted by the captured identity shape`;
+                    if (!offence)
+                        continue;
+                    fieldErrors[field] = offence;
+                    offences.push(offence);
+                }
+            }
+            this.fieldErrors = fieldErrors;
+            // spec:1955 — the rejection names every offending field with its reason instead of one
+            // generic warning, and returns before the save: `editable` is untouched so the form stays
+            // open, and the edit buffer keeps every value the user entered for correction.
+            if (offences.length > 0) {
+                message.warning(`Identity information required: ${offences.join("; ")}`);
+                return;
+            }
             this.loading = true;
-            await this.identityStore.edit(this.id, {
-                data: serialize(this.value),
-                error: "message",
-            });
-            this.loading = false;
-            return (this.editable = false);
+            try {
+                const saved = await this.identityStore.edit(this.id, {
+                    // spec:1955 — the buffer goes out with every cleared value expressed as the explicit
+                    // removal the write contract understands, so a value the frozen shape no longer captures
+                    // is genuinely cleared on the server instead of silently kept.
+                    data: this.payload,
+                    error: "message",
+                });
+                if (saved)
+                    this.reset(saved);
+            }
+            catch (error) {
+                message.error(error instanceof Error ? error.message : String(error));
+            }
+            finally {
+                this.loading = false;
+            }
         }));
     };
 })();

package/es/modules/corporate/background-investigation/risk-profile/components/IdentityProperties/state.js.map

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package/es/modules/corporate/company/components/CorporateOfficerSelect/index.d.ts

@@ -5,6 +5,11 @@ declare const CorporateOfficerSelect: (props: {
     isFilterAuditor?: boolean;
     disable?: boolean;
     defaultValue?: string;
+    /** Form-controlled restored officer, using its picker id rather than contact owner id. */
+    value?: {
+        id: string;
+        name?: string;
+    };
     style?: CSSProperties;
     onBlur?: () => void;
     onChange?: (officer: IOfficer) => void | Promise<void>;

package/es/modules/corporate/company/components/CorporateOfficerSelect/index.js

@@ -13,13 +13,19 @@ const CorporateOfficerSelect = (props) => {
         },
     }, [corporateId]);
     useOfficerListEffect(list, (result) => list.union(result), list.filters.options);
-    return observe(() => (React.createElement(Select, { allowClear: true, autoFocus: true, showSearch: { filterOption: false }, disabled: disable, defaultValue: defaultValue, style: { width: "100%", ...style }, placeholder: "Please Select Corporate", onBlur: props.onBlur, onChange: onSelect, loading: list.loading, notFoundContent: React.createElement(NotFoundContent, { loading: list.loading }), styles: { popup: { root: { backgroundColor: "#fff" } } }, options: list.data.map((officer) => {
-            return {
-                value: officer.id,
-                label: (React.createElement(React.Fragment, null, officer.identity?.fullName ? (officer.identity.fullName) : officer.contact ? (React.createElement(UnitNameNoteAlert, { id: officer.contact.id, name: officer.contact.name })) : null)),
-                title: officer.identity?.fullName ?? officer.contact?.name,
-            };
-        }) })));
+    return observe(() => (React.createElement(Select, { allowClear: true, autoFocus: true, showSearch: { filterOption: false }, disabled: disable, defaultValue: defaultValue, value: props.value?.id, style: { width: "100%", ...style }, placeholder: "Please Select Corporate", onBlur: props.onBlur, onChange: onSelect, loading: list.loading, notFoundContent: React.createElement(NotFoundContent, { loading: list.loading }), styles: { popup: { root: { backgroundColor: "#fff" } } }, options: [
+            ...(props.value?.id && !list.data.some((officer) => officer.id === props.value?.id)
+                ? [{ value: props.value.id, label: props.value.name ?? props.value.id }]
+                : []),
+            ...list.data.map((officer) => {
+                return {
+                    value: officer.id,
+                    label: (React.createElement(React.Fragment, null, officer.identity?.fullName ? (officer.identity.fullName) : officer.contact ? (React.createElement(UnitNameNoteAlert, { id: officer.contact.id, name: officer.contact.name })) : null)),
+                    title: officer.identity?.fullName ?? officer.contact?.name,
+                };
+            }),
+        ] })));
+    // spec:3848 — CSP form identities retain their selected shape snapshot
     // spec:1932 — CSP: Officer dropdowns scope to a corporate via filter
     function filters() {
         const filter = [];

package/es/modules/corporate/company/components/CorporateOfficerSelect/index.js.map

@@ -1 +1 @@
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+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../../../../src/modules/corporate/company/components/CorporateOfficerSelect/index.tsx"],"names":[],"mappings":"AAAA,OAAO,KAAwB,MAAM,OAAO,CAAC;AAC7C,OAAO,EAAY,oBAAoB,EAAE,MAAM,6BAA6B,CAAC;AAC7E,OAAO,EAAE,MAAM,EAAE,MAAM,MAAM,CAAC;AAC9B,OAAO,EAAE,OAAO,EAAE,MAAM,mBAAmB,CAAC;AAE5C,OAAO,eAAe,MAAM,+CAA+C,CAAC;AAC5E,OAAO,iBAAiB,MAAM,oDAAoD,CAAC;AACnF,OAAO,EAAE,sBAAsB,EAAE,MAAM,2BAA2B,CAAC;AAEnE,MAAM,sBAAsB,GAAG,CAAC,KAU/B,EAAE,EAAE;IACJ,MAAM,EAAE,WAAW,EAAE,OAAO,EAAE,YAAY,EAAE,KAAK,EAAE,eAAe,EAAE,GAAG,KAAK,CAAC;IAE7E,MAAM,IAAI,GAAG,sBAAsB,CAClC;QACC,cAAc,EAAE;YACf,OAAO,EAAE,OAAO,EAAE;SAClB;KACD,EACD,CAAC,WAAW,CAAC,CACb,CAAC;IAEF,oBAAoB,CAAC,IAAI,EAAE,CAAC,MAAM,EAAE,EAAE,CAAC,IAAI,CAAC,KAAK,CAAC,MAAM,CAAC,EAAE,IAAI,CAAC,OAAO,CAAC,OAAO,CAAC,CAAC;IAEjF,OAAO,OAAO,CAAC,GAAG,EAAE,CAAC,CACpB,oBAAC,MAAM,IACN,UAAU,QACV,SAAS,QACT,UAAU,EAAE,EAAE,YAAY,EAAE,KAAK,EAAE,EACnC,QAAQ,EAAE,OAAO,EACjB,YAAY,EAAE,YAAY,EAC1B,KAAK,EAAE,KAAK,CAAC,KAAK,EAAE,EAAE,EACtB,KAAK,EAAE,EAAE,KAAK,EAAE,MAAM,EAAE,GAAG,KAAK,EAAE,EAClC,WAAW,EAAC,yBAAyB,EACrC,MAAM,EAAE,KAAK,CAAC,MAAM,EACpB,QAAQ,EAAE,QAAQ,EAClB,OAAO,EAAE,IAAI,CAAC,OAAO,EACrB,eAAe,EAAE,oBAAC,eAAe,IAAC,OAAO,EAAE,IAAI,CAAC,OAAO,GAAI,EAC3D,MAAM,EAAE,EAAE,KAAK,EAAE,EAAE,IAAI,EAAE,EAAE,eAAe,EAAE,MAAM,EAAE,EAAE,EAAE,EACxD,OAAO,EAAE;YACR,GAAG,CAAC,KAAK,CAAC,KAAK,EAAE,EAAE,IAAI,CAAC,IAAI,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC,OAAO,EAAE,EAAE,CAAC,OAAO,CAAC,EAAE,KAAK,KAAK,CAAC,KAAK,EAAE,EAAE,CAAC;gBAClF,CAAC,CAAC,CAAC,EAAE,KAAK,EAAE,KAAK,CAAC,KAAK,CAAC,EAAE,EAAE,KAAK,EAAE,KAAK,CAAC,KAAK,CAAC,IAAI,IAAI,KAAK,CAAC,KAAK,CAAC,EAAE,EAAE,CAAC;gBACxE,CAAC,CAAC,EAAE,CAAC;YACN,GAAG,IAAI,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,OAAO,EAAE,EAAE;gBAC5B,OAAO;oBACN,KAAK,EAAE,OAAO,CAAC,EAAE;oBACjB,KAAK,EAAE,CACN,0CACE,OAAO,CAAC,QAAQ,EAAE,QAAQ,CAAC,CAAC,CAAC,CAC7B,OAAO,CAAC,QAAQ,CAAC,QAAQ,CACzB,CAAC,CAAC,CAAC,OAAO,CAAC,OAAO,CAAC,CAAC,CAAC,CACrB,oBAAC,iBAAiB,IAAC,EAAE,EAAE,OAAO,CAAC,OAAO,CAAC,EAAE,EAAE,IAAI,EAAE,OAAO,CAAC,OAAO,CAAC,IAAI,GAAI,CACzE,CAAC,CAAC,CAAC,IAAI,CACN,CACH;oBACD,KAAK,EAAE,OAAO,CAAC,QAAQ,EAAE,QAAQ,IAAI,OAAO,CAAC,OAAO,EAAE,IAAI;iBAC1D,CAAC;YACH,CAAC,CAAC;SACF,GACA,CACF,CAAC,CAAC;IAEH,uEAAuE;IACvE,qEAAqE;IACrE,SAAS,OAAO;QACf,MAAM,MAAM,GAAmB,EAAE,CAAC;QAElC,IAAI,WAAW;YAAE,MAAM,CAAC,IAAI,CAAC,EAAE,CAAC,EAAE,aAAa,EAAE,CAAC,EAAE,GAAG,EAAE,CAAC,EAAE,KAAK,EAAE,EAAE,EAAE,WAAW,EAAE,CAAC,CAAC;QAEtF,uEAAuE;QACvE,IAAI,eAAe;YAAE,MAAM,CAAC,IAAI,CAAC,EAAE,CAAC,EAAE,UAAU,EAAE,CAAC,EAAE,GAAG,EAAE,CAAC,EAAE,KAAK,EAAE,EAAE,EAAE,SAAS,EAAE,CAAC,CAAC;QAErF,OAAO,MAAM,CAAC;IACf,CAAC;IAED,qBAAqB;IACrB,KAAK,UAAU,QAAQ,CAAC,KAAa;QACpC,MAAM,QAAQ,GAAG,IAAI,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,EAAE,KAAK,KAAK,CAAC,CAAC;QACvD,MAAM,KAAK,CAAC,QAAQ,EAAE,CAAC,QAAS,CAAC,CAAC;IACnC,CAAC;AACF,CAAC,CAAC;AAEF,eAAe,sBAAsB,CAAC"}

package/es/modules/corporate/company/identity/components/NewLegalContactDialog/Step3.d.ts

@@ -1,3 +1,3 @@
-import React from "react";
-declare const Step3: () => React.JSX.Element;
+/** Preserve contact validation while capturing identity types through shared controls. */
+declare const Step3: () => JSX.Element;
 export default Step3;

package/es/modules/corporate/company/identity/components/NewLegalContactDialog/Step3.js

@@ -1,10 +1,12 @@
 import React from "react";
-import { Button, Form, Input, Select, Tabs, message } from "antd";
-import { utcdayjs } from "@voplus/morpho-ui/es/controls/UTCDatePicker/state";
-import { InputCountry, UTCDatePicker as DatePicker, observe } from "@voplus/morpho-ui";
+import { Button, Form, Input, Tabs, message } from "antd";
+import { observe } from "@voplus/morpho-ui";
 import { runInAction } from "mobx";
 import { useLegalContext } from "./state";
+import IdentityChange from "../IdentityChange";
+import { toFormIdentity, validateFormIdentity, } from "../../../../../../data/clda-form/identityAdapter";
 import Address from "@voplus/morpho-ui/es/controls/Address";
+/** Preserve contact validation while capturing identity types through shared controls. */
 const Step3 = () => {
     const legal = useLegalContext();
     return observe(() => (React.createElement(React.Fragment, null,
@@ -28,27 +30,9 @@ const Step3 = () => {
                 {
                     key: "Identify",
                     label: "Identify Info",
-                    children: (React.createElement(Form, { layout: "vertical" },
-                        React.createElement(Form.Item, { className: "identify-info-country-of-nationality", label: legal.unitType === "Organization"
-                                ? "Country of Registration"
-                                : "Country of Nationality", name: "country", rules: [{ required: true }] },
-                            React.createElement(InputCountry, { defaultValue: legal.country, onChange: (country) => (legal.country = country) })),
-                        legal.unitType === "Person" && (React.createElement(Form.Item, { label: "Identify Type", name: "identifyType", rules: [{ required: true }] },
-                            React.createElement(Select, { defaultValue: legal.type, value: legal.type, onChange: (value) => {
-                                    legal.type = value;
-                                }, options: [
-                                    { value: "Passport", label: "International Passport" },
-                                    { value: "IdentityCard", label: "Identify Card" },
-                                    { value: "BusinessRegistration", label: "Business Registration" },
-                                ] }))),
-                        React.createElement(Form.Item, { label: legal.unitType === "Organization" ? "Registration #" : "Identify #", name: "identity", rules: [{ required: true }] },
-                            React.createElement(Input, { defaultValue: legal.number, value: legal.number, onChange: (e) => {
-                                    legal.number = e.target.value;
-                                } })),
-                        legal.unitType === "Person" && (React.createElement(Form.Item, { label: "Expiry Date", name: "expiryDate", rules: [{ required: legal.type === "Passport" }] },
-                            React.createElement(DatePicker, { defaultValue: legal.expiryDate ? utcdayjs(legal.expiryDate) : undefined, onChange: (date, dateString) => {
-                                    legal.expiryDate = dateString;
-                                } }))))),
+                    children: (React.createElement(IdentityChange, { value: toFormIdentity(legal.contact), onCatalogStatus: (status) => runInAction(() => {
+                            legal.catalogStatus = status;
+                        }), onChange: (value) => legal.updateIdentity(value) })),
                 },
             ] }),
         React.createElement("div", { className: "select-legal-contact_footer" },
@@ -57,6 +41,7 @@ const Step3 = () => {
                 } }, "Back"),
             React.createElement(Button, { size: "middle", type: "primary", onClick: next }, "Next")))));
     // spec:1806 — CSP: Legal contact wizard validation jumps to the offending tab
+    /** Route validation failures to their existing contact or identity tab. */
     function next() {
         runInAction(() => {
             const text = !legal.address.line1
@@ -81,6 +66,17 @@ const Step3 = () => {
                 legal.tabKey = "Identify";
                 return;
             }
+            if (legal.catalogStatus !== "ready" || !legal.identityShape) {
+                message.warning("Please select an identity type.");
+                legal.tabKey = "Identify";
+                return;
+            }
+            const errors = validateFormIdentity(legal.contact);
+            if (errors.length) {
+                message.warning(errors.join(" "));
+                legal.tabKey = "Identify";
+                return;
+            }
             legal.step += 1;
         });
     }

package/es/modules/corporate/company/identity/components/NewLegalContactDialog/Step3.js.map

@@ -1 +1 @@
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+{"version":3,"file":"Step3.js","sourceRoot":"","sources":["../../../../../../../src/modules/corporate/company/identity/components/NewLegalContactDialog/Step3.tsx"],"names":[],"mappings":"AAAA,OAAO,KAAK,MAAM,OAAO,CAAC;AAC1B,OAAO,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,EAAE,IAAI,EAAE,OAAO,EAAE,MAAM,MAAM,CAAC;AAC1D,OAAO,EAAE,OAAO,EAAE,MAAM,mBAAmB,CAAC;AAC5C,OAAO,EAAE,WAAW,EAAE,MAAM,MAAM,CAAC;AACnC,OAAO,EAAE,eAAe,EAAE,MAAM,SAAS,CAAC;AAC1C,OAAO,cAAc,MAAM,mBAAmB,CAAC;AAC/C,OAAO,EACN,cAAc,EACd,oBAAoB,GACpB,MAAM,kDAAkD,CAAC;AAC1D,OAAO,OAAO,MAAM,uCAAuC,CAAC;AAE5D,0FAA0F;AAC1F,MAAM,KAAK,GAAG,GAAgB,EAAE;IAC/B,MAAM,KAAK,GAAG,eAAe,EAAE,CAAC;IAEhC,OAAO,OAAO,CAAC,GAAG,EAAE,CAAC,CACpB,oBAAC,KAAK,CAAC,QAAQ;QACd,oBAAC,IAAI,IACJ,SAAS,EAAE,KAAK,CAAC,MAAM,EACvB,YAAY,EAAC,OAAO,EACpB,QAAQ,EAAE,CAAC,GAAG,EAAE,EAAE,CAAC,CAAC,KAAK,CAAC,MAAM,GAAG,GAA6B,CAAC,EACjE,KAAK,EAAE;gBACN;oBACC,GAAG,EAAE,SAAS;oBACd,KAAK,EAAE,cAAc;oBACrB,QAAQ,EAAE,CACT,oBAAC,IAAI,IAAC,MAAM,EAAC,UAAU;wBACtB,oBAAC,IAAI,CAAC,IAAI,IAAC,KAAK,EAAC,QAAQ,EAAC,IAAI,EAAC,OAAO;4BACrC,oBAAC,KAAK,IACL,KAAK,EAAE,KAAK,CAAC,KAAK,EAClB,QAAQ,EAAE,CAAC,CAAC,EAAE,EAAE;oCACf,KAAK,CAAC,KAAK,GAAG,CAAC,CAAC,MAAM,CAAC,KAAK,CAAC;gCAC9B,CAAC,GACA,CACS;wBAEZ,oBAAC,IAAI,CAAC,IAAI,IAAC,KAAK,EAAC,OAAO,EAAC,IAAI,EAAC,OAAO;4BACpC,oBAAC,KAAK,IACL,KAAK,EAAE,KAAK,CAAC,KAAK,EAClB,QAAQ,EAAE,CAAC,CAAC,EAAE,EAAE;oCACf,KAAK,CAAC,KAAK,GAAG,CAAC,CAAC,MAAM,CAAC,KAAK,CAAC;gCAC9B,CAAC,GACA,CACS;wBACZ,oBAAC,OAAO,IACP,KAAK,EAAE,KAAK,CAAC,OAAO,EACpB,QAAQ,EAAE,CAAC,OAAO,EAAE,MAAM,EAAE,YAAY,EAAE,SAAS,CAAC,EACpD,QAAQ,EAAE,CAAC,CAAC,EAAE,EAAE;gCACf,KAAK,CAAC,OAAO,GAAG,CAAC,CAAC;4BACnB,CAAC,GACA,CACI,CACP;iBACD;gBACD;oBACC,GAAG,EAAE,UAAU;oBACf,KAAK,EAAE,eAAe;oBACtB,QAAQ,EAAE,CAET,oBAAC,cAAc,IACd,KAAK,EAAE,cAAc,CAAC,KAAK,CAAC,OAAO,CAAC,EACpC,eAAe,EAAE,CAAC,MAAM,EAAE,EAAE,CAC3B,WAAW,CAAC,GAAG,EAAE;4BAChB,KAAK,CAAC,aAAa,GAAG,MAAM,CAAC;wBAC9B,CAAC,CAAC,EAEH,QAAQ,EAAE,CAAC,KAAK,EAAE,EAAE,CAAC,KAAK,CAAC,cAAc,CAAC,KAAK,CAAC,GAC/C,CACF;iBACD;aACD,GACA;QACF,6BAAK,SAAS,EAAC,6BAA6B;YAC3C,oBAAC,MAAM,IACN,IAAI,EAAC,QAAQ,EACb,OAAO,EAAE,GAAG,EAAE;oBACb,KAAK,CAAC,IAAI,IAAI,CAAC,CAAC;gBACjB,CAAC,WAGO;YAET,oBAAC,MAAM,IAAC,IAAI,EAAC,QAAQ,EAAC,IAAI,EAAC,SAAS,EAAC,OAAO,EAAE,IAAI,WAEzC,CACJ,CACU,CACjB,CAAC,CAAC;IAEH,8EAA8E;IAC9E,2EAA2E;IAC3E,SAAS,IAAI;QACZ,WAAW,CAAC,GAAG,EAAE;YAChB,MAAM,IAAI,GAAG,CAAC,KAAK,CAAC,OAAO,CAAC,KAAK;gBAChC,CAAC,CAAC,OAAO;gBACT,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,IAAI;oBACrB,CAAC,CAAC,MAAM;oBACR,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,UAAU;wBAC3B,CAAC,CAAC,YAAY;wBACd,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,OAAO;4BACxB,CAAC,CAAC,SAAS;4BACX,CAAC,CAAC,EAAE,CAAC;YAEN,IAAI,IAAI,EAAE,CAAC;gBACV,OAAO,CAAC,OAAO,CAAC,gBAAgB,IAAI,eAAe,CAAC,CAAC;gBACrD,KAAK,CAAC,MAAM,GAAG,SAAS,CAAC;gBACzB,OAAO;YACR,CAAC;YAED,IAAI,CAAC,KAAK,CAAC,MAAM,IAAI,CAAC,KAAK,CAAC,OAAO,EAAE,CAAC;gBACrC,OAAO,CAAC,OAAO,CACd,KAAK,CAAC,QAAQ,KAAK,cAAc;oBAChC,CAAC,CAAC,sCAAsC;oBACxC,CAAC,CAAC,kCAAkC,CACrC,CAAC;gBACF,6CAA6C;gBAC7C,KAAK,CAAC,MAAM,GAAG,UAAU,CAAC;gBAC1B,OAAO;YACR,CAAC;YAED,IAAI,KAAK,CAAC,aAAa,KAAK,OAAO,IAAI,CAAC,KAAK,CAAC,aAAa,EAAE,CAAC;gBAC7D,OAAO,CAAC,OAAO,CAAC,iCAAiC,CAAC,CAAC;gBACnD,KAAK,CAAC,MAAM,GAAG,UAAU,CAAC;gBAC1B,OAAO;YACR,CAAC;YACD,MAAM,MAAM,GAAG,oBAAoB,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;YACnD,IAAI,MAAM,CAAC,MAAM,EAAE,CAAC;gBACnB,OAAO,CAAC,OAAO,CAAC,MAAM,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC;gBAClC,KAAK,CAAC,MAAM,GAAG,UAAU,CAAC;gBAC1B,OAAO;YACR,CAAC;YACD,KAAK,CAAC,IAAI,IAAI,CAAC,CAAC;QACjB,CAAC,CAAC,CAAC;IACJ,CAAC;AACF,CAAC,CAAC;AAEF,eAAe,KAAK,CAAC"}

package/es/modules/corporate/company/identity/components/NewLegalContactDialog/Step4.d.ts

@@ -1,3 +1,3 @@
-import React from "react";
-declare const Step4: () => React.JSX.Element;
+/** Confirm the form-only capture and keep it intact if the host refuses persistence. */
+declare const Step4: () => JSX.Element;
 export default Step4;

package/es/modules/corporate/company/identity/components/NewLegalContactDialog/Step4.js

@@ -1,21 +1,25 @@
 import React from "react";
-import { Button, Form } from "antd";
+import { Button, Form, message } from "antd";
 import { observe } from "@voplus/morpho-ui";
 import UTCShortDate from "@voplus/morpho-ui/es/controls/UTCShortDate";
 import { runInAction } from "mobx";
+import { validateFormIdentity } from "../../../../../../data/clda-form/identityAdapter";
 import { useLegalContext } from "./state";
+/** Confirm the form-only capture and keep it intact if the host refuses persistence. */
 const Step4 = () => {
     const legal = useLegalContext();
     return observe(() => (React.createElement(React.Fragment, null,
         React.createElement("div", { className: "select-legal-contact_content page5" },
             React.createElement("div", { className: "full-name" }, legal.fullName),
             React.createElement("div", { className: "padding-bottom-20" },
+                legal.identityShape?.name ?? legal.type,
+                " \u2014 ",
                 legal.country,
                 "\uFF08",
                 legal.number,
                 legal.expiryDate ? (React.createElement(React.Fragment, null,
                     "\u00A0 expiryDate: \u00A0 ",
-                    React.createElement(UTCShortDate, { value: legal.expiryDate }))) : (""),
+                    React.createElement(UTCShortDate, { value: legal.expiryDate ?? undefined }))) : (""),
                 "\uFF09"),
             React.createElement(Form, { labelCol: { span: 4 }, labelAlign: "left", colon: false },
                 React.createElement(Form.Item, { label: "Phone" }, legal.phone),
@@ -28,23 +32,46 @@ const Step4 = () => {
                     legal.address?.country))),
         React.createElement("div", { className: "select-legal-contact_footer" },
             React.createElement(Button, { size: "middle", onClick: () => runInAction(() => (legal.step -= 1)) }, "Back"),
-            React.createElement(Button, { size: "middle", type: "primary", loading: legal.saving, onClick: Ok }, "Ok")))));
-    function Ok() {
-        runInAction(() => (legal.saving = true));
-        const Option = {
+            React.createElement(Button, { size: "middle", type: "primary", loading: legal.saving, disabled: legal.catalogStatus !== "ready" || !legal.identityShape, onClick: Ok }, "Ok")))));
+    // spec:3848 — every form-only completion returns explicit source and the sibling snapshot.
+    /** Await the host form save; no owner or Compliance Identity record is created here. */
+    async function Ok() {
+        if (legal.saving || legal.catalogStatus !== "ready" || !legal.identityShape)
+            return;
+        const errors = validateFormIdentity(legal.contact);
+        if (errors.length) {
+            message.warning(errors.join(" "));
+            return;
+        }
+        const option = {
             FullName: legal.fullName,
             Number: legal.number,
             Country: legal.country,
-            ExpiryDate: legal.expiryDate,
             Type: legal.type,
+            UnitType: legal.unitType,
+            SourceNumber: legal.identityShape.sourceNumber,
+            IdentityShape: { ...legal.identityShape },
+            Alias: legal.alias,
+            IssuingCountry: legal.issuingCountry,
+            ExpiryDate: legal.expiryDate,
             Email: legal.email,
             Phone: legal.phone,
             Address: legal.address,
-            UnitType: legal.unitType,
         };
-        if (Option)
-            legal.props.updateVisible?.(Option);
-        runInAction(() => (legal.saving = false));
+        runInAction(() => {
+            legal.saving = true;
+        });
+        try {
+            await legal.props.updateVisible?.(option);
+        }
+        catch (error) {
+            message.error(error instanceof Error ? error.message : String(error));
+        }
+        finally {
+            runInAction(() => {
+                legal.saving = false;
+            });
+        }
     }
 };
 export default Step4;

package/es/modules/corporate/company/identity/components/NewLegalContactDialog/Step4.js.map

@@ -1 +1 @@
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