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🔽 Select & Dropdown Components

This section documents the reusable dropdown and select components in lib/components/ui/select/.

There is no shared base component: SimpleSelect, SearchSelect and TreeSelect each self-contain their open/close state, click-outside dismissal, keyboard navigation, and dropdown positioning (position: fixed, so the dropdown is never clipped by overflow parents). The shared logic that exists lives in plain TypeScript — optionFilter.ts (filtering, ranking and keyboard-step helpers: SearchSelect uses all of them, SimpleSelect the step helpers), types.ts (SelectOption) and treeSelect.ts (the tree shapes of TreeSelect). Every specialized select composes one of the generic ones — except FxProviderSelect, a self-contained route picker, and AssetPickerPanel, built on SelectPopover.

🏗️ Component Hierarchy

graph TD
    SS["<b>SimpleSelect</b><br/><small>Fixed option list · Checkmark active<br/>Custom rendering via snippets</small>"]

    SrS["<b>SearchSelect</b><br/><small>+ Substring search, ranked matches<br/>+ Section titles · Inline search · Create footer</small>"]

    TS["<b>TreeSelect</b><br/><small>Two levels · Groups open and close<br/>Search across both levels · Full keyboard model</small>"]

    SrS --> CSS["<b>CurrencySearchSelect</b><br/><small>+ Flag emoji · ISO code + name<br/>📡 <code>/utilities/currencies</code></small>"]

    SrS --> IPS["<b>ImportPluginSelect</b><br/><small>+ Broker icon · Plugin description<br/>📡 <code>/brokers/import/plugins</code></small>"]

    SrS --> BSS["<b>BrokerSearchSelect</b><br/><small>+ BrokerIcon · Role icon<br/>Brokers passed by the caller</small>"]

    SrS --> MORE["<b>More specialized selects</b><br/><small>Asset · Country · Sector · User<br/>(same <code>SearchSelect</code> composition)</small>"]

    TS --> ATS["<b>AssetTypeSelect</b><br/><small>+ Base types at the root · ETF and Crowdfunding families<br/>+ Composite type icons · <code>buildAssetTypeTree()</code></small>"]

    TS --> STS["<b>SignalTreeSelect</b><br/><small>charts/ · signals panel picker<br/>Thin adapter since D-K1 · prefix <code>signal-tree</code></small>"]

    FPS["<b>FxProviderSelect</b><br/><small>Self-contained FX route picker<br/>📡 <code>/fx/providers</code></small>"]

    APP["<b>AssetPickerPanel</b><br/><small>Portfolio assets · single or multi choice<br/>On <code>SelectPopover</code> + <code>CheckMenu</code></small>"]

    style SS fill:#e8f5e9,stroke:#2e7d32
    style SrS fill:#e8f5e9,stroke:#2e7d32
    style TS fill:#e8f5e9,stroke:#2e7d32
    style CSS fill:#fff3e0,stroke:#e65100
    style IPS fill:#fff3e0,stroke:#e65100
    style BSS fill:#fff3e0,stroke:#e65100
    style MORE fill:#fff3e0,stroke:#e65100
    style ATS fill:#fff3e0,stroke:#e65100
    style FPS fill:#fff3e0,stroke:#e65100,stroke-dasharray: 5 5
    style APP fill:#fff3e0,stroke:#e65100,stroke-dasharray: 5 5
    style STS fill:#f5f5f5,stroke:#9e9e9e

Generic selects, then domain-specific wrappers:

  • 🟢 SimpleSelect / SearchSelect / TreeSelect — generic, self-contained selects with rendering
  • 🟠 Specialized selects — domain data and rendering on top of a generic one; the dashed FxProviderSelect and AssetPickerPanel compose none of them
  • ⚪ SignalTreeSelect — lives in charts/; TreeSelect was generalized from it, and it is now a thin adapter over TreeSelect

BaseDropdown is gone

BaseDropdown.svelte was deleted (03/09) as an orphaned abstraction — the generic selects now own their open/close and positioning logic directly. Docs or code that present BaseDropdown as the foundation of this hierarchy are stale.

📋 SimpleSelect

A basic dropdown for selecting from a fixed list of options, similar to a native <select>.

  • Renders a button trigger showing the selected value
  • Displays options in a dropdown with checkmark on the active item
  • Supports disabled state and custom item rendering via snippets
  • Keyboard navigable

Used in: Filter dropdowns, form fields with small option sets (e.g., theme selector, page size).

🔎 SearchSelect

A dropdown with an integrated search box. Typing narrows the options, and the options that survive are ranked, best match first.

  • Matching is a case-insensitive substring test — not a fuzzy one — on value, label and searchText, and on the icon only when the icon is the symbol (an emoji or a flag the user can paste). A URL or a file path never matches: its characters are ours, not the user's, and a one-letter query would match every /icons/… path.
  • Section titles (SelectOption.header) never match a query, are skipped by the keyboard, and are dropped when the search empties their section.
  • Configurable maxVisibleItems (default: 8) with a scrollable list; dropdownPosition is top, bottom or auto.
  • inlineSearch mode — the search input replaces the trigger while open (every SearchSelect wrapper on this page uses it); otherwise a separate search box with a clear (✕) button heads the list.
  • loading shows a loading row; the item and selectedItem snippets customise the rows and the trigger.
  • createLabel + onCreateNew add a sticky Create new footer that receives the typed query; createLabelFor(query) lets the footer name what it will create.
  • Keyboard: ↑/↓ skip titles and disabled rows and stop at the ends (no wrap-around), Enter picks the highlighted row, Escape closes; a printable key on the closed trigger opens it and starts the search.
  • Reopening: only a touch or pen close blocks it for 200 ms (closedByTouch), as a ghost click on the trigger can follow the tap; a mouse or keyboard close never does. Separately, with a value set, Enter is ignored for 200 ms after the trigger takes focus (triggerFocusedAt).

Used in: the SearchSelect-based wrappers below, plus direct uses such as the import wizard's ImportAssetPicker.

🏅 Ranking the matches

The query decides which options survive; how each one matched decides their order (R13). Every survivor gets a tier, and the list is sorted by tier:

Tier The query… Query csv against the import plugins
0 starts the value or the label —
1 starts a word inside the value or the label Generic CSV (broker_generic_csv)
2 appears inside the value or the label, mid-word —
3 was found only in searchText or in the emoji icon Avanza, DEGIRO, … — their descriptions say "CSV export"
  • An option's tier is the better of what its value and its label say. A word starts after any character that is not a letter or a digit, in any script — a space, _, -, /, ., ( — and every occurrence counts, not only the first one.
  • searchText and the icon can widen the result set but never promote an option — a match found only there is always tier 3 — because descriptions share vocabulary: the import plugins' descriptions all mention CSV, so before the ranking a CSV query kept the whole list in source order — Generic CSV sixteenth, below the fold, with the highlight (the row Enter picks) on the first plugin of the list.
  • The sort is stable (ties keep the caller's order) and runs inside each section: rows are reordered between two titles — the rows ahead of the first title form a section of their own — and titles never move, so a row never leaves its section. The caller's structure — the sections of AssetSelect or ImportAssetPicker — stays as decided.
  • Only the order depends on the tier, never the set. An empty (or blank) query keeps the source order, and the caller's array is never reordered in place.

A new query starts at the top. On every change of the query — typing, deleting, or the clear (✕) button — the highlight returns to the first selectable row and the list scrolls back to the top. The effect is keyed on the query value rather than on input events, precisely so that the clear button, which changes the query without typing, behaves the same way.

The rules live in optionFilter.ts (filterOptions()) and are unit-tested in optionFilter.test.ts and SearchSelect.test.ts; e2e/select-components.spec.ts reproduces the CSV case end to end on ImportPluginSelect.

🌳 TreeSelect

A two-level searchable select: groups that open and close, items inside them, a search box that crosses both levels, and a full keyboard model. It was generalized from the signals panel's indicator picker, charts/SignalTreeSelect.svelte, by decision D-K1 (workstream K, R15): the mechanics moved as they were, and the four things that tied them to signals became props — the row content (item and groupLabel snippets), the test ids (testIdPrefix), the model (inline groups) and the trigger (showSelected + selectedItem).

The data shapes live in treeSelect.ts, so data builders can describe a tree without importing a component:

interface TreeSelectItem {
    value: string;
    searchText: string; // matched as given: callers pass it lower-cased
}

interface TreeSelectGroup<T extends TreeSelectItem = TreeSelectItem> {
    key: string;
    label: string;
    subtitle: string;
    items: T[];
    inline?: boolean; // items sit at the root: no group row, nothing to open or close
    icon?: string; // for a custom groupLabel snippet; the default group row ignores it
}

Groups themselves are never selectable.

Prop Default Purpose
value '' Selected value (bindable)
groups — The tree
item — Snippet rendering a row (required)
groupLabel label + subtitle Snippet for the content of a group row; the chevron and the count badge stay the component's
showSelected false true makes it a form field: the closed trigger shows the value through selectedItem. false keeps it an action picker that always shows its placeholder
selectedItem — Snippet for the closed trigger; used only with showSelected
placeholder '' Text of the closed trigger (falls back to Select)
testId — Root test id; the trigger is ${testId}-button
testIdPrefix 'tree-select' Rows are ${prefix}-option-{value}, group rows ${prefix}-group-{key}
flat false Ignore the grouping and render one flat listbox
defaultExpanded 'first' Which group opens by itself: the first collapsible one (only while none is open), the one holding the value ('selected'), or none ('none')
searchPlaceholder, noMatchesText Search, No data available Texts of the search box and of an empty result
minDropdownWidth 390 Lower bound of the dropdown width in px; it never shrinks below the trigger nor grows past the viewport
triggerBorderClass the signals panel's strong border Border of the closed trigger; a form field passes the border of its neighbours
onchange — Called with the chosen value

Behaviour worth knowing:

  • Search is a case-insensitive substring test on searchText alone, in source order — the tier ranking of SearchSelect does not apply here. Groups left without matches disappear; while a query is active every surviving group is shown open, and the keyboard walks the items only. Each keystroke, and the clear button, move the highlight back to the first entry.
  • Keyboard: ↑/↓ move and wrap around at the ends (inherited from the signals picker — SearchSelect stops instead), Home/End jump, Enter toggles a group or selects an item, → opens a closed group, ← closes an open one, Escape closes. On the closed trigger a printable key opens the dropdown and seeds the search, and ↑ opens it on the last entry.
  • Opening expands the defaultExpanded group and, with showSelected, highlights the selected item.
  • ARIA: the trigger is a combobox that announces a tree (a listbox when flat); rows are treeitems (options), driven through aria-activedescendant.
  • Dropdown: position: fixed, at most 420 px tall, opening upwards when less than 360 px remain below the trigger and more room is available above it.

The signals panel. charts/SignalTreeSelect.svelte, where these mechanics were born, is now a thin adapter over TreeSelect: it supplies only SignalOptionContent as row content, the signal-tree test-id prefix and the signals.selector.* texts, and stays an action picker whose first family opens by itself. Its props and exported types did not change, so neither did ChartSignalsSection. The panel's contract — ${testId}-button, signal-tree-group-* rows publishing aria-expanded, signal-tree-option-*, the first group opening by itself, which e2e/gallery.spec.ts relies on — is pinned by the characterization net charts/SignalTreeSelect.test.ts, written against the pre-move baseline and required to stay green unedited.

Used in: AssetTypeSelect and SignalTreeSelect.

💰 CurrencySearchSelect

A specialized SearchSelect for currency selection.

  • Shows the flag emoji (or the symbol), the ISO code with its symbol, and the currency name
  • Loads the list through the shared currencyStore (session cache, reloaded when the language changes)
  • Searchable by code, name, symbol (€, $, £), ISO-2 country codes and localized country names
  • Optional shortcuts at the top of the list — All currencies (includeAll), Back to default (defaultCurrency), Original value (originalCurrency) — and configuredOnly, which keeps only the currencies at either end of a configured FX pair (fxRoutesStore.getConfiguredCurrencySet()), plus value and defaultCurrency; the currency a chain route passes through is left out, since syncing a chain stores only the composed rate of its own pair

Used in: currency fields across the app — FX pair creation (base/quote), broker form, asset modal, dashboard and asset detail target currency, settings. Data source: GET /api/v1/utilities/currencies — ISO 4217 reference list.

🔌 FxProviderSelect

Despite its name and its folder, not a SearchSelect: a self-contained FX route picker for currency pairs, which composes none of the generic selects.

  • Selected routes in an OrderableList — drag & drop sets their priority
  • Picker: routes found by DFS over the currency graph — a section of direct (1-step) routes and chain routes in collapsible sections by step count — with its own full-text search, where every space-separated token must match
  • Provider info bar with icons, tooltips and a link to each provider's docs_url
  • The MANUAL provider is never offered (backend-only sentinel)

Used in: FxPairAddModal — creating and editing a currency pair. Data source: GET /api/v1/fx/providers, through currencyGraphStore.

📥 ImportPluginSelect

A SearchSelect for BRIM import plugins.

  • Shows each plugin with its broker icon, name and description
  • Searches the plugin code and name — and the description, which only ever earns the lowest tier (see ranking)
  • compatiblePlugins restricts and orders the list: the plugins compatible with an uploaded file, by backend priority
  • The plugin list is fetched once and cached at module level, shared by every instance

Used in: the import wizard (one parser per file) and the broker form (default import plugin). Data source: GET /api/v1/brokers/import/plugins — registered BRIM provider plugins.

🏦 BrokerSearchSelect

A SearchSelect specialized for broker selection.

  • Shows BrokerIcon + broker name for each option, with the user's role icon
  • inlineSearch mode — type directly in the trigger to filter
  • The caller passes the brokers list; disabledIds greys out rows, and createLabel + onCreateNew add a Create new footer

Used in: the transaction form (broker, and source/destination brokers of transfers), the import wizard (global broker) and the files page (broker assignment). Data source: none of its own — the list comes from the caller.

🏷️ AssetTypeSelect

The Type field of the asset modal (R14 + R15): a TreeSelect over the two-level asset type taxonomy — base types at the root, the ETF and Crowdfunding families as groups, each listing its generic member first. Props: value (bindable), testId, placeholder, onchange.

  • The tree comes from buildAssetTypeTree(t) in utils/assetTypes.ts, which walks ASSET_TYPE_MENU_ORDER — hand-written: the enum's own order, with each family placed where its container sits. Runs of standalone types become inline groups (keys __root-N), so they sit at the root with no group row; each family becomes a group keyed by its container type (ETF, CROWDFUND), labelled assets.typeSections.<FAMILY> and drawn with the container's icon. ASSET_TYPE_FAMILY maps each subtype to its container.
  • The generic member stays an ordinary, selectable row, first in its group. Groups are never selectable, so the group row ETF opens the family, while the row ETF inside it is the choice "an ETF of mixed or unstated content". It carries the hint assets.typeHints.<FAMILY> — Mixed or unstated content, P2P and business lending.
  • Search runs on the enum value, the label and the hint, lower-cased: a code-minded user can type etf_bond, everybody else the label.
  • TreeSelect settings: showSelected (it is a form field), defaultExpanded="selected" (the family holding the current value opens by itself), minDropdownWidth={300}, the form-field border and the assets.typeSelect.* search and empty texts.
  • Rows show the type icon from getAssetTypeIconUrl(), the label and the hint; members of a family are indented.
  • Test ids: trigger ${testId}-button — asset-modal-type-button in AssetModal — group rows asset-type-tree-group-{FAMILY}, options asset-type-tree-option-{TYPE}.

It replaced the SimpleSelect fed by buildAssetTypeOptions(), which no longer exists. The type filters of the asset list keep their own flat lists.

The menu is complete because a test says so

ASSET_TYPE_MENU_ORDER is written by hand to group the families, so it is no longer complete by construction: a type added to the backend enum and forgotten here would silently be missing from the dialog. utils/__tests__/assetTypeTables.test.ts reads the array — as text, because generated.ts is gitignored — together with the Python enum, and fails when they differ. The same gate covers PNG_MAP, the icon files on disk, the badge colours (each one the colour of what the asset contains), the type filter of AssetTable, the families (every one contiguous in the menu, its container first) and the tree buildAssetTypeTree() builds from them.

🖼️ Composite type icons

A subtype is drawn with a composite: its family's icon, whole, with a small pastille in the bottom-right corner showing what it contains (decision D52, delivered as R16) — ETF_STOCK is the ETF tag with the stock pastille. The container keeps saying what the instrument is, the pastille says what it holds.

The pastille is the icon of the base type the subtype contains — PNG_MAP[primaryAssetType(x)] — with one exception: ETF_MONETARY contains no base type and borrows liquidity. The mapping is written out in ASSET_TYPE_CONTENT_ICON, next to PNG_MAP and ASSET_TYPE_FAMILY in utils/assetTypes.ts, so that the exception stays visible.

The composites are static PNG files, not an overlay drawn at runtime: some twenty call sites draw the type icon with three different technologies (Svelte <img>, hand-built HTML table cells, ECharts rich text), and all of them go through getAssetTypeIconUrl() — so one file per subtype reaches every one of them unchanged. An asset with a custom icon keeps its own.

scripts/compose_asset_type_icons.py generates them. It reads the three maps from assetTypes.ts as text, refuses to run when PNG_MAP does not name the composite {container file}-{content file} or when a base icon is missing, and writes every composite into both frontend/static/icons/asset-types/ and mkdocs_src/docs/static/icons/asset-types/:

pipenv run python scripts/compose_asset_type_icons.py          # regenerate the composites
pipenv run python scripts/compose_asset_type_icons.py --check  # compare with the files on disk, write nothing

Rerun it whenever a base icon or one of the three maps changes. The same gate test holds the naming convention, checks that every composite ships to both folders, and holds every pastille to the content rule, ETF_MONETARY being the declared exception. There are seven composites today: etf-stock, etf-bond, etf-commodity, etf-real-estate, etf-crypto, etf-liquidity (ETF_MONETARY) and crowdfunding-real-estate.

🧺 AssetPickerPanel

A picker of portfolio assets: instruments out of the user's asset catalogue. Not to be confused with ui/media/AssetPickerModal.svelte, which picks an image file. One panel, two modes:

  • mode="multi" — the Asset Global lab's +. Rows are checked, and one press adds them all (onadd, in the order they were checked). The selected assets are left out of the list, room caps how many rows can be checked, fullLabel is the note shown once they fill it, and the caller supplies the trigger snippet. Select visible checks the visible rows up to room, or unchecks them when there is nothing left to check. The search wants every word of the query, accents aside (pickerRows()).
  • mode="single" — a drop-in for SearchSelect: the same test ids (the root ${testId}, ${testId}-trigger, ${testId}-search, search-select-option-{id}, search-select-header-__section:{key}), the same search (filterOptions(), with its ranking) and the same keyboard (stepSelectable()). One click chooses and closes. sections and restLabel work as in AssetSelect; it also takes placeholder, loading, disabled, dropdownPosition (default: auto) and dropdownMinWidth (default: 280). The trigger is one line at a fixed height: the w-4 h-4 icon, ticker · name and, for an inactive asset, the inactive badge.

Both modes share:

  • A search box, and the Type and Currency filters (two CheckMenus).
  • verdicts, a map of PickerVerdicts, read and never computed: an ineligible asset is listed read-only, with its reasons, in the ${testId}-blocked section titled blockedLabel; a warning one can be chosen and shows ⚠. An asset without a verdict is selectable.
  • The caller's order: the panel never sorts the rows (in single mode, a query ranks the matches, as SearchSelect does).
  • searchText, what a query matches besides the name. The default, assetSearchText(), is the ISIN, the ticker and the other codes — never the currency or the type (P3/A6).
  • No amounts: a row shows the icon, the name, the type and the currency.

In single mode the current value is never dropped: the trigger shows it whatever its verdict or the filters.

It is built on three files beside it:

  • SelectPopover.svelte — the dropdown shell, moved from the lab. It closes on a completed click outside, not on the press, and on Escape. An optional placement places it in viewport coordinates through dropdownPlacement().
  • CheckMenu.svelte — a compact multi-choice filter menu (nothing chosen means every value), with the test ids ${testId}-button, ${testId}-panel, ${testId}-clear and ${testId}-{value}.
  • assetPicker.ts — the pure helpers applyFilters(), foldForSearch(), pickerRows(), toggleVisibleRows(), visibleRowsAllChecked(), assetSearchText(), assetSelectOrder() (AssetSelect's order: active assets first, then by name with localeCompare) and dropdownPlacement(), and the types PickerAsset, PickerVerdict, PickerSection and SelectionFilters.

No production file of ui/select/ imports from components/risk/: the last block of AssetPickerPanel.test.ts reads every source of the folder, tests aside, and fails on such an import.

Used in: risk/LabAssetPicker.svelte (multi mode), on the Correlation tab of the Assets page, and risk/BenchmarkSelect.svelte (single mode, BenchmarkSelect.svelte:197), the benchmark picker of the Correlation tab and of the Dashboard's Risk tab. Planned, not done yet: the Asset Comparison chart signal is to adopt the single mode. Data source: none of its own — the caller passes assets and verdicts; the currency menu takes its flags from currencyStore.