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AccountPicker

Shows the normal balance. Blocks non-postable accounts.
Implemented
Status
Implemented
Family
9 of 13
Registry
@lopifi/account-picker
npx shadcn@latest add @lopifi/theme @lopifi/account-picker

The component, rendering

Real data, the shipped component. Switch the theme to check the claims the spec makes below.

Preview

The four-layer spec

Searchable by number and name, grouped by type and sub-classification. Shows the normal balance (Dr/Cr) — a user posting to an unfamiliar account needs to know which side increases it. Non-postable rollup accounts visibly disabled with the reason. Inactive accounts hidden but searchable. Virtualized; typeahead on the account number.

Lifted verbatim from Accounting core (GL). The doc and this page are the same paragraphs, so they cannot disagree.

What lands in your repository

One component is never one file. Everything below is copied into your project, where you own it.

Files

components/ledger/account-picker.tsx

Lopifi dependencies · 4
accounting.typescniconsmoney.types
npm packages
@base-ui-components/reactclsxtailwind-merge
Registry entry
/r/account-picker.json

The whole component

No compiled bundle, no black box. This is the file the registry copies, and the file you will edit.

components/ledger/account-picker.tsx
"use client";

import { Popover } from "@base-ui-components/react/popover";
import * as React from "react";
import type { Account } from "@/lib/ledger/accounting.types";
import { cn } from "@/lib/ledger/cn";
import { ChevronDownIcon, LockClosedIcon, MagnifyingGlassIcon } from "@/components/ledger/icons";

export interface AccountPickerProps {
  accounts: Account[];
  className?: string;
  /** Inactive accounts are hidden by default but reachable by search. */
  includeInactive?: boolean;
  label?: string;
  onValueChange: (account: Account) => void;
  value: string | null;
}

/**
 * Shows the normal balance (Dr / Cr) — a user posting to an unfamiliar
 * account needs to know which side increases it.
 *
 * Non-postable rollup accounts are visibly disabled with the reason:
 * posting to a rollup is a data-integrity failure that surfaces months
 * later at close.
 */
export function AccountPicker({
  accounts,
  value,
  onValueChange,
  includeInactive = false,
  className,
  label = "Account",
}: AccountPickerProps) {
  const [open, setOpen] = React.useState(false);
  const [query, setQuery] = React.useState("");
  const selected = accounts.find((a) => a.id === value);

  const filtered = React.useMemo(() => {
    const q = query.trim().toLowerCase();
    return accounts.filter((a) => {
      if (a.status === "archived") return false;
      if (a.status === "inactive" && !includeInactive && !q) return false;
      if (!q) return true;
      return a.number.toLowerCase().startsWith(q) || a.name.toLowerCase().includes(q) || a.number.includes(q);
    });
  }, [accounts, query, includeInactive]);

  const grouped = React.useMemo(() => {
    const map = new Map<string, Account[]>();
    for (const a of filtered) {
      const key = `${a.type}${a.subType ? ` · ${a.subType}` : ""}`;
      const list = map.get(key) ?? [];
      list.push(a);
      map.set(key, list);
    }
    return [...map.entries()];
  }, [filtered]);

  return (
    <Popover.Root onOpenChange={setOpen} open={open}>
      <Popover.Trigger
        aria-label={
          selected ? `${label}: ${selected.number} ${selected.name}` : `Choose an ${label.toLowerCase()}`
        }
        className={cn(
          "flex h-10 w-full items-center gap-2 rounded-sm border border-border bg-surface px-3",
          "text-left transition-colors duration-1 ease-standard hover:border-border-strong",
          className,
        )}
      >
        {selected ? (
          <>
            <span className="reference-numeric shrink-0 text-caption text-text-tertiary">
              {selected.number}
            </span>
            <span className="min-w-0 flex-1 truncate text-body">{selected.name}</span>
            <NormalBadge normal={selected.normalBalance} />
          </>
        ) : (
          <span className="flex-1 text-body text-text-tertiary">Choose an account</span>
        )}
        <ChevronDownIcon aria-hidden="true" className="size-4 shrink-0 text-text-tertiary" />
      </Popover.Trigger>
      <Popover.Portal>
        <Popover.Positioner align="start" className="z-dropdown" sideOffset={8}>
          <Popover.Popup
            className="w-[var(--anchor-width)] min-w-[360px] overflow-hidden rounded-md border border-border bg-surface-raised shadow-elevation-3"
            style={{ transformOrigin: "var(--transform-origin)" }}
          >
            <div className="flex items-center gap-2 border-b border-border-subtle px-3">
              <MagnifyingGlassIcon aria-hidden="true" className="size-4 text-text-tertiary" />
              <input
                aria-label="Search accounts"
                autoFocus
                className="reference-numeric h-10 flex-1 bg-transparent text-body outline-none"
                onChange={(e) => setQuery(e.target.value)}
                placeholder="Account number or name"
                value={query}
              />
            </div>
            <div className="max-h-[320px] overflow-y-auto py-1 scrollbar-thin">
              {grouped.map(([group, list]) => (
                <div key={group}>
                  <p className="px-3 py-1 text-caption capitalize text-text-tertiary">{group}</p>
                  {list.map((a) => (
                    <button
                      className={cn(
                        "flex w-full items-center gap-2 px-3 py-2 text-left",
                        "transition-colors duration-1 ease-standard",
                        a.isPostable ? "hover:bg-surface-hover" : "cursor-not-allowed text-text-disabled",
                        a.id === value && "bg-surface-selected",
                      )}
                      disabled={!a.isPostable}
                      key={a.id}
                      onClick={() => {
                        onValueChange(a);
                        setOpen(false);
                      }}
                      style={{ paddingLeft: 12 + (a.parentId ? 16 : 0) }}
                      title={
                        a.isPostable
                          ? `Maps to ${a.statementMapping}`
                          : "Rollup account — entries cannot post here"
                      }
                      type="button"
                    >
                      <span className="reference-numeric w-12 shrink-0 text-caption text-text-tertiary">
                        {a.number}
                      </span>
                      <span className="min-w-0 flex-1 truncate text-body">
                        {a.name}
                        {a.isContra ? (
                          <span className="ml-1 text-caption text-text-tertiary">(contra)</span>
                        ) : null}
                        {a.status === "inactive" ? (
                          <span className="ml-1 text-caption text-text-tertiary">· inactive</span>
                        ) : null}
                      </span>
                      {a.isPostable ? (
                        <NormalBadge normal={a.normalBalance} />
                      ) : (
                        <span className="flex items-center gap-1 text-caption text-text-tertiary">
                          <LockClosedIcon aria-hidden="true" className="size-3" />
                          Rollup
                        </span>
                      )}
                    </button>
                  ))}
                </div>
              ))}
              {filtered.length === 0 ? (
                <p className="px-3 py-6 text-center text-body text-text-secondary">
                  No account matches “{query}”.
                </p>
              ) : null}
            </div>
          </Popover.Popup>
        </Popover.Positioner>
      </Popover.Portal>
    </Popover.Root>
  );
}

function NormalBadge({ normal }: { normal: "debit" | "credit" }) {
  return (
    <span className="relative shrink-0 rounded-xs bg-surface-sunken px-1.5 py-0.5 text-caption text-text-secondary">
      <span aria-hidden="true">{normal === "debit" ? "Dr" : "Cr"}</span>
      <span className="sr-only select-none">normal balance {normal}</span>
    </span>
  );
}

The accounting it encodes

Concepts this component renders. Each one is defined once, in the lexicon, and used identically in the code and the copy.

Also in Accounting core (GL)

See also

A component is specified in one place, defined in another, and running in a third. All three, from here.

Elsewhere in the system

Where AccountPicker sits in the rest of the system — the live section it renders in, the calculators that compute what it displays, and the ledger payloads it is fed from.

Components are copied into your repository and meant to be edited — rounding policy, fiscal calendar and compliance copy differ per company.

Told when Accounting core (GL) changes

Components are copied into your repo, so a fix here does not reach you on its own. One email when a component in this family changes in a way that needs a migration — and nothing when it does not.

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