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CloseChecklist

Tasks, owners, blockers, sign-off.
Implemented
Status
Implemented
Family
6 of 13
Registry
@lopifi/close-checklist
npx shadcn@latest add @lopifi/theme @lopifi/close-checklist

The component, rendering

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

Preview

The four-layer spec

Tasks, owners, dependencies, blockers, sign-off. Progress by section. Overdue items flagged with day counts. Sign-off is an AlertDialog with a hold-to-confirm — signing off a close is irreversible.

Lifted verbatim from Statements. 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/close-checklist.tsx

Lopifi dependencies · 6
buttoncnfiscal-periodhold-to-confirmiconsuse-media-query
npm packages
class-variance-authorityclsxtailwind-merge
Registry entry
/r/close-checklist.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/close-checklist.tsx
"use client";

import * as React from "react";
import { cn } from "@/lib/ledger/cn";
import { daysBetween, formatDate } from "@/lib/ledger/fiscal-period";
import { Button } from "@/components/ledger/button";
import { HoldToConfirm } from "@/components/ledger/hold-to-confirm";
import { CheckIcon, ExclamationTriangleIcon, LockClosedIcon } from "@/components/ledger/icons";

export type CloseTask = {
  id: string;
  section: string;
  label: string;
  owner: string;
  dueDate: Date;
  state: "todo" | "in-progress" | "done" | "blocked";
  blockedBy?: string;
  /** Weighted, because ten trivial checks and one bank rec is not 91% done. */
  weight: number;
};

export interface CloseChecklistProps {
  className?: string;
  onSignOff?: () => void;
  onToggle?: (id: string) => void;
  tasks: CloseTask[];
  today?: Date;
}

/** Progress is by weighted check, not count. Sign-off is irreversible. */
export function CloseChecklist({
  tasks,
  today = new Date(),
  onToggle,
  onSignOff,
  className,
}: CloseChecklistProps) {
  const sections = React.useMemo(() => {
    const map = new Map<string, CloseTask[]>();
    for (const t of tasks) {
      const list = map.get(t.section) ?? [];
      list.push(t);
      map.set(t.section, list);
    }
    return [...map.entries()];
  }, [tasks]);

  const totalWeight = tasks.reduce((s, t) => s + t.weight, 0);
  const doneWeight = tasks.filter((t) => t.state === "done").reduce((s, t) => s + t.weight, 0);
  const percent = totalWeight === 0 ? 0 : Math.round((doneWeight / totalWeight) * 100);
  const allDone = doneWeight === totalWeight;

  return (
    <div className={cn("space-y-4", className)}>
      <div className="rounded-md border border-border bg-surface p-4">
        <div className="flex items-baseline justify-between">
          <span className="text-label font-medium">Close progress</span>
          <span className="numeric text-figure-md font-medium">{percent}%</span>
        </div>
        <div
          aria-label="Close progress, weighted"
          aria-valuemax={100}
          aria-valuemin={0}
          aria-valuenow={percent}
          className="mt-2 h-[3px] w-full bg-border-subtle"
          role="progressbar"
        >
          <div className="h-full bg-accent" style={{ width: `${percent}%` }} />
        </div>
        <p className="mt-2 text-caption text-text-tertiary">Weighted by effort, not by task count.</p>
      </div>

      {sections.map(([section, items]) => (
        <section className="overflow-hidden rounded-xl border border-border bg-surface" key={section}>
          <h3 className="border-b border-border-subtle px-4 py-3 text-label font-medium text-text-secondary">
            {section}
          </h3>
          <ul>
            {items.map((t) => {
              const overdueDays = daysBetween(t.dueDate, today);
              const overdue = overdueDays > 0 && t.state !== "done";
              return (
                <li
                  className="flex items-center gap-3 border-b border-border-subtle px-4 py-3 last:border-b-0"
                  key={t.id}
                >
                  <button
                    aria-label={`Mark ${t.label} ${t.state === "done" ? "not done" : "done"}`}
                    aria-pressed={t.state === "done"}
                    className="grid size-5 shrink-0 place-items-center rounded-full border border-border-strong disabled:opacity-40"
                    disabled={t.state === "blocked"}
                    onClick={() => onToggle?.(t.id)}
                    type="button"
                  >
                    {t.state === "done" ? (
                      <CheckIcon aria-hidden="true" className="size-3 text-positive" />
                    ) : t.state === "blocked" ? (
                      <LockClosedIcon aria-hidden="true" className="size-3 text-text-tertiary" />
                    ) : (
                      <span
                        aria-hidden="true"
                        className="size-2 rounded-full bg-current text-text-disabled"
                      />
                    )}
                  </button>
                  <span className="min-w-0 flex-1">
                    <span
                      className={cn(
                        "block text-body",
                        t.state === "done" && "text-text-secondary line-through",
                      )}
                    >
                      {t.label}
                    </span>
                    {t.blockedBy ? (
                      <span className="block text-caption text-warning">Blocked by: {t.blockedBy}</span>
                    ) : null}
                  </span>
                  <span className="shrink-0 text-caption text-text-secondary">{t.owner}</span>
                  <span
                    className={cn(
                      "numeric w-28 shrink-0 text-right text-caption",
                      overdue ? "text-negative" : "text-text-tertiary",
                    )}
                  >
                    {overdue ? (
                      <span className="inline-flex items-center gap-1">
                        <ExclamationTriangleIcon aria-hidden="true" className="size-3" />
                        {overdueDays}d overdue
                      </span>
                    ) : (
                      formatDate(t.dueDate)
                    )}
                  </span>
                </li>
              );
            })}
          </ul>
        </section>
      ))}

      <div className="rounded-md border border-border bg-surface p-4">
        <p className="mb-3 text-body">
          Signing off a close is irreversible. Statements generated after sign-off are marked final.
        </p>
        {allDone ? (
          <HoldToConfirm
            label="Hold to sign off the close"
            onConfirm={() => onSignOff?.()}
            typedConfirmation="SIGN OFF"
          />
        ) : (
          <Button disabled variant="primary">
            Sign off — {tasks.filter((t) => t.state !== "done").length} tasks remain
          </Button>
        )}
      </div>
    </div>
  );
}

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 Statements

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 CloseChecklist 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 Statements 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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