React-based Application with modern hooks and functional components:

• useState for form state management
• useEffect for side effects and API calls
• useCallback for optimized event handlers
• Custom hooks for form state management

Custom Form State Hook providing:

• Centralized form data management
• Validation state tracking
• UI state management (loading, errors)
• Form reset functionality

RESTful API Integration with:

• Client creation endpoint
• Document upload endpoints
• Organization data fetching
• Error handling and retry logic

Third-party Integrations:

• Radar API: Australian address validation and autocomplete
• File Upload: Document storage and management
• Authentication: Organization context from auth tokens

• From the main application dashboard, locate the "Clients" section
• Click on "Add New Client" or "Onboard Client" button
• System automatically redirects to the onboarding wizard
• Wizard starts with Step 1: Personal Information

• Progress Bar: Top of page showing overall completion percentage
• Step Indicators: Visual indicators for each step with clickable navigation
• Form Area: Main content area with current step's form fields
• Navigation Buttons: Previous/Next buttons at the bottom

• Progress Bar: Shows overall completion percentage (0-100%)
• Step Numbers: Circular indicators showing step completion status
• Active Step: Current step highlighted with ring indicator
• Completed Steps: Show checkmark icon instead of number

• Previous Button: Gray button on left (disabled on first step)
• Next Button: Blue button on right (moves to next step)
• Create Client Button: Green button on final step (submits form)
• Disabled States: Buttons disabled during API calls

• Clickable Steps: Completed steps are clickable for navigation
• Validation: Steps validate before allowing progression
• Data Persistence: Form data persists when navigating between steps
• Error Handling: Validation errors prevent progression to next step

• Drag-and-drop: Drag files or click to select
• File Requirements: Max 5MB, common image formats
• Preview: Image preview with remove option
• Validation: File type and size validation

• First Name: Required text field
• Last Name: Required text field
• Date of Birth: Australian date format (DD/MM/YYYY)
• Age: Auto-calculated from DOB, manual override available
• Gender: Dropdown with standard options

• Primary Phone: Type selector + Australian formatted input
• Secondary Phone: Optional additional phone number
• Formatting: Automatic Australian phone number formatting
• Validation: Australian phone number pattern validation

• Email Field: Standard email input with validation
• Format Validation: Real-time email format validation
• Optional Field: Not required but validated if provided

• Country Selection: Dropdown with country options
• Address Line 1: Australian address autocomplete via Radar API
• Address Line 2: Optional additional address information
• City/State/Postcode: Auto-populated from address selection
• Validation: Australian address format validation

• Full Name: Required field for emergency contact
• Address: Australian address with Radar API validation
• Phone Number: Type selector + Australian formatted input
• Email: Optional email address

• Relationship: Dropdown with options (Guardian, Nominee, Other)
• Conditional Logic: Guardian section appears when "Other" is selected
• Required Field: Must select a relationship type

• Full Name: Required when relationship is "Other"
• Address: Australian address with Radar API validation
• Phone Number: Type selector + Australian formatted input
• Email: Optional email address

• Trigger: Relationship dropdown selection of "Other"
• Animation: Smooth expansion of guardian section
• Validation: Guardian fields required when section visible
• Persistence: Data persists when toggling relationship type

• Program Type: Dropdown with options (NDIS, HCP, CHSP, DVA)
• Plan Number: Required text field for program identification
• Start Date: Australian date format (optional)
• End Date: Australian date format (optional)

• Add Professional: Button to add new professional entries
• Remove Professional: Remove button for each entry (minimum 1)
• Professional Fields: Name, role, organization, contact, email, address
• Date Fields: Start and end dates for each professional

• Radar API Integration: Australian address validation for each professional
• Autocomplete: Address suggestions while typing
• Auto-population: City, state, postcode auto-filled from selection
• Individual Validation: Each professional address validated separately

• Phone Formatting: Australian phone number formatting
• Email Validation: Standard email format validation
• Real-time Validation: Immediate feedback on input
• Required Fields: All professional fields are required

• Source: Automatically retrieved from authentication context
• Function: getOrgId() from auth utilities
• Read-only: Field is disabled for editing
• Validation: Required field, validated against auth system

• Source: Fetched from API using organization ID
• API Call: fetchOrganizationName(orgId)
• Loading State: Shows loading indicator during fetch
• Error Handling: Fallback to "Error loading organization name"
• Read-only: Field is disabled for editing

• Options: Standard Onboarding, Premium Onboarding, Enterprise Onboarding
• Default: Pre-configured and disabled for editing
• Purpose: Defines client onboarding workflow process

• Options: Active, Inactive, Suspended
• Default: Active
• Purpose: Sets initial client status in the system
• Editable: User can select different initial status

• Category-based Upload: Separate upload buttons for each document type
• Multiple Files: Support for multiple file selection per category
• Drag-and-drop: Drag files directly onto upload areas
• File Browser: Traditional file selection dialog

• File Size: Maximum 10MB per file validation
• File Type: Supported format validation
• Required Documents: ID Document is mandatory
• Duplicate Prevention: File name checking

• Temp Upload API: /api/v1/documents/temp-upload
• FormData: Multipart form data with file and metadata
• Document Owner: Temporary owner ID (0) until client creation
• Uploaded By: Current user ID from authentication

• Document Preview: File icon with name and size
• Remove Option:
• Status Indicators: Upload status and completion
• Finalization: Documents linked to client after creation

• Personal Information: Name, contact details, address
• Emergency Contact: Contact details and relationship
• Program Details: Program type, plan number, professionals
• Business Configuration: Organization, workflow, status
• Uploaded Documents: Document list with sizes and types

• Required Fields: All required fields validated
• Data Format: Phone numbers, emails, addresses validated
• Document Requirements: Mandatory documents confirmed
• Business Rules: Organization and workflow validated

• Endpoint: POST /api/v1/clients
• Data Format: FormData with all client information
• Phone Cleaning: Australian phone number formatting
• Conditional Fields: Guardian data included when applicable
• Professional Data: Array of professionals with cleaned contact numbers

• Endpoint: POST /api/v1/documents/finalize/{clientId}
• Process: Links uploaded documents to created client
• Data: Document IDs and uploaded user information
• Error Handling: Non-blocking finalization with warnings

• Success Message: Client onboarded successfully notification
• Client Data: Display created client ID and number
• Navigation Options: Add another client or view client list
• Cache Refresh: Client list cache eviction and refresh

• Validation Errors: Field-specific error messages
• API Errors: HTTP error status handling
• Network Errors: Connection failure handling
• User Feedback: Clear error messages with retry options

• First Name: Required, non-empty string
• Last Name: Required, non-empty string
• Date of Birth: Required, valid DD/MM/YYYY format
• Age: Required, positive integer
• Gender: Required selection
• Phone Numbers: Valid Australian format if provided
• Email: Valid format if provided
• Address: Valid Australian address

• Emergency Contact Name: Required
• Emergency Contact Address: Required, valid Australian address
• Emergency Contact Phone: Required, valid Australian format
• Relationship: Required selection
• Guardian Fields: Required when relationship is "Other"

• Program Type: Required selection
• Plan Number: Required
• Professional Name: Required for each professional
• Professional Role: Required for each professional
• Professional Organization: Required for each professional
• Professional Contact: Required, valid Australian format
• Professional Email: Required, valid format
• Professional Address: Required, valid Australian address

• Organization ID: Required, from authentication
• Organization Name: Required, from API
• Status: Required selection

• ID Document: Required, at least one uploaded
• File Size: Maximum 10MB per file
• File Type: Supported formats only