feat: implementar sistema de preferências do usuário e refatorar changelog

Adiciona sistema completo de preferências de usuário: - Cria tabela userPreferences no schema com campos disableMagnetlines, periodMonthsBefore e periodMonthsAfter - Implementa página de Ajustes com abas (Preferências, Alterar nome, Senha, E-mail, Deletar conta) - Adiciona componente PreferencesForm para configuração de magnetlines e períodos de exibição - Propaga periodPreferences para todos os componentes de lançamentos e calendário Refatora sistema de changelog: - Remove implementação anterior baseada em JSON estático - Adiciona nova página de changelog dinâmica em app/(dashboard)/changelog - Adiciona componente changelog-list.tsx - Remove arquivos obsoletos (changelog-notification, actions, data, utils, scripts) Adiciona controle de saldo inicial em contas: - Novo campo excludeInitialBalanceFromIncome em contas - Permite excluir saldo inicial do cálculo de receitas - Atualiza queries de lançamentos para respeitar esta configuração Melhorias adicionais: - Adiciona componente ui/accordion.tsx do shadcn/ui - Refatora formatPeriodLabel para displayPeriod centralizado - Propaga estabelecimentos para componentes de lançamentos - Remove variável DB_PROVIDER obsoleta do .env.example e documentação - Adiciona 6 migrações de banco de dados (0003-0008)
2026-01-03 14:18:03 +00:00
parent 3eca48c71a
commit fd817683ca
87 changed files with 13582 additions and 1445 deletions
--- a/app/(dashboard)/ajustes/actions.ts
+++ b/app/(dashboard)/ajustes/actions.ts
@@ -48,6 +48,20 @@ const deleteAccountSchema = z.object({
  }),
 });

+const updatePreferencesSchema = z.object({
+  disableMagnetlines: z.boolean(),
+  periodMonthsBefore: z
+    .number()
+    .int("Deve ser um número inteiro")
+    .min(1, "Mínimo de 1 mês")
+    .max(24, "Máximo de 24 meses"),
+  periodMonthsAfter: z
+    .number()
+    .int("Deve ser um número inteiro")
+    .min(1, "Mínimo de 1 mês")
+    .max(24, "Máximo de 24 meses"),
+});
+
 // Actions

 export async function updateNameAction(
@@ -327,3 +341,73 @@ export async function deleteAccountAction(
    };
  }
 }
+
+export async function updatePreferencesAction(
+  data: z.infer<typeof updatePreferencesSchema>
+): Promise<ActionResponse> {
+  try {
+    const session = await auth.api.getSession({
+      headers: await headers(),
+    });
+
+    if (!session?.user?.id) {
+      return {
+        success: false,
+        error: "Não autenticado",
+      };
+    }
+
+    const validated = updatePreferencesSchema.parse(data);
+
+    // Check if preferences exist, if not create them
+    const existingResult = await db
+      .select()
+      .from(schema.userPreferences)
+      .where(eq(schema.userPreferences.userId, session.user.id))
+      .limit(1);
+
+    const existing = existingResult[0] || null;
+
+    if (existing) {
+      // Update existing preferences
+      await db
+        .update(schema.userPreferences)
+        .set({
+          disableMagnetlines: validated.disableMagnetlines,
+          periodMonthsBefore: validated.periodMonthsBefore,
+          periodMonthsAfter: validated.periodMonthsAfter,
+          updatedAt: new Date(),
+        })
+        .where(eq(schema.userPreferences.userId, session.user.id));
+    } else {
+      // Create new preferences
+      await db.insert(schema.userPreferences).values({
+        userId: session.user.id,
+        disableMagnetlines: validated.disableMagnetlines,
+        periodMonthsBefore: validated.periodMonthsBefore,
+        periodMonthsAfter: validated.periodMonthsAfter,
+      });
+    }
+
+    // Revalidar o layout do dashboard
+    revalidatePath("/", "layout");
+
+    return {
+      success: true,
+      message: "Preferências atualizadas com sucesso",
+    };
+  } catch (error) {
+    if (error instanceof z.ZodError) {
+      return {
+        success: false,
+        error: error.issues[0]?.message || "Dados inválidos",
+      };
+    }
+
+    console.error("Erro ao atualizar preferências:", error);
+    return {
+      success: false,
+      error: "Erro ao atualizar preferências. Tente novamente.",
+    };
+  }
+}
--- a/app/(dashboard)/ajustes/page.tsx
+++ b/app/(dashboard)/ajustes/page.tsx
@@ -2,6 +2,7 @@ import { DeleteAccountForm } from "@/components/ajustes/delete-account-form";
 import { UpdateEmailForm } from "@/components/ajustes/update-email-form";
 import { UpdateNameForm } from "@/components/ajustes/update-name-form";
 import { UpdatePasswordForm } from "@/components/ajustes/update-password-form";
+import { PreferencesForm } from "@/components/ajustes/preferences-form";
 import { Card } from "@/components/ui/card";
 import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
 import { auth } from "@/lib/auth/config";
@@ -27,14 +28,28 @@ export default async function Page() {
    where: eq(schema.account.userId, session.user.id),
  });

+  // Buscar preferências do usuário
+  const userPreferencesResult = await db
+    .select({
+      disableMagnetlines: schema.userPreferences.disableMagnetlines,
+      periodMonthsBefore: schema.userPreferences.periodMonthsBefore,
+      periodMonthsAfter: schema.userPreferences.periodMonthsAfter,
+    })
+    .from(schema.userPreferences)
+    .where(eq(schema.userPreferences.userId, session.user.id))
+    .limit(1);
+
+  const userPreferences = userPreferencesResult[0] || null;
+
  // Se o providerId for "google", o usuário usa Google OAuth
  const authProvider = userAccount?.providerId || "credential";

  return (
-    <div className="max-w-3xl">
-      <Tabs defaultValue="nome" className="w-full">
-        <TabsList className="w-full grid grid-cols-4 mb-2">
-          <TabsTrigger value="nome">Altere seu nome</TabsTrigger>
+    <div className="w-full">
+      <Tabs defaultValue="preferencias" className="w-full">
+        <TabsList>
+          <TabsTrigger value="preferencias">Preferências</TabsTrigger>
+          <TabsTrigger value="nome">Alterar nome</TabsTrigger>
          <TabsTrigger value="senha">Alterar senha</TabsTrigger>
          <TabsTrigger value="email">Alterar e-mail</TabsTrigger>
          <TabsTrigger value="deletar" className="text-destructive">
@@ -42,56 +57,92 @@ export default async function Page() {
          </TabsTrigger>
        </TabsList>

-        <Card className="p-6">
-          <TabsContent value="nome" className="space-y-4">
-            <div>
-              <h2 className="text-lg font-medium mb-1">Alterar nome</h2>
-              <p className="text-sm text-muted-foreground mb-4">
-                Atualize como seu nome aparece no Opensheets. Esse nome pode ser
-                exibido em diferentes seções do app e em comunicações.
-              </p>
+        <TabsContent value="preferencias" className="mt-4">
+          <Card className="p-6">
+            <div className="space-y-4">
+              <div>
+                <h2 className="text-lg font-bold mb-1">Preferências</h2>
+                <p className="text-sm text-muted-foreground mb-4">
+                  Personalize sua experiência no Opensheets ajustando as
+                  configurações de acordo com suas necessidades.
+                </p>
+              </div>
+              <PreferencesForm
+                disableMagnetlines={
+                  userPreferences?.disableMagnetlines ?? false
+                }
+                periodMonthsBefore={userPreferences?.periodMonthsBefore ?? 3}
+                periodMonthsAfter={userPreferences?.periodMonthsAfter ?? 3}
+              />
            </div>
-            <UpdateNameForm currentName={userName} />
-          </TabsContent>
+          </Card>
+        </TabsContent>

-          <TabsContent value="senha" className="space-y-4">
-            <div>
-              <h2 className="text-lg font-medium mb-1">Alterar senha</h2>
-              <p className="text-sm text-muted-foreground mb-4">
-                Defina uma nova senha para sua conta. Guarde-a em local seguro.
-              </p>
+        <TabsContent value="nome" className="mt-4">
+          <Card className="p-6">
+            <div className="space-y-4">
+              <div>
+                <h2 className="text-lg font-bold mb-1">Alterar nome</h2>
+                <p className="text-sm text-muted-foreground mb-4">
+                  Atualize como seu nome aparece no Opensheets. Esse nome pode
+                  ser exibido em diferentes seções do app e em comunicações.
+                </p>
+              </div>
+              <UpdateNameForm currentName={userName} />
            </div>
-            <UpdatePasswordForm authProvider={authProvider} />
-          </TabsContent>
+          </Card>
+        </TabsContent>

-          <TabsContent value="email" className="space-y-4">
-            <div>
-              <h2 className="text-lg font-medium mb-1">Alterar e-mail</h2>
-              <p className="text-sm text-muted-foreground mb-4">
-                Atualize o e-mail associado à sua conta. Você precisará
-                confirmar os links enviados para o novo e também para o e-mail
-                atual (quando aplicável) para concluir a alteração.
-              </p>
+        <TabsContent value="senha" className="mt-4">
+          <Card className="p-6">
+            <div className="space-y-4">
+              <div>
+                <h2 className="text-lg font-bold mb-1">Alterar senha</h2>
+                <p className="text-sm text-muted-foreground mb-4">
+                  Defina uma nova senha para sua conta. Guarde-a em local
+                  seguro.
+                </p>
+              </div>
+              <UpdatePasswordForm authProvider={authProvider} />
            </div>
-            <UpdateEmailForm
-              currentEmail={userEmail}
-              authProvider={authProvider}
-            />
-          </TabsContent>
+          </Card>
+        </TabsContent>

-          <TabsContent value="deletar" className="space-y-4">
-            <div>
-              <h2 className="text-lg font-medium mb-1 text-destructive">
-                Deletar conta
-              </h2>
-              <p className="text-sm text-muted-foreground mb-4">
-                Ao prosseguir, sua conta e todos os dados associados serão
-                excluídos de forma irreversível.
-              </p>
+        <TabsContent value="email" className="mt-4">
+          <Card className="p-6">
+            <div className="space-y-4">
+              <div>
+                <h2 className="text-lg font-bold mb-1">Alterar e-mail</h2>
+                <p className="text-sm text-muted-foreground mb-4">
+                  Atualize o e-mail associado à sua conta. Você precisará
+                  confirmar os links enviados para o novo e também para o e-mail
+                  atual (quando aplicável) para concluir a alteração.
+                </p>
+              </div>
+              <UpdateEmailForm
+                currentEmail={userEmail}
+                authProvider={authProvider}
+              />
            </div>
-            <DeleteAccountForm />
-          </TabsContent>
-        </Card>
+          </Card>
+        </TabsContent>
+
+        <TabsContent value="deletar" className="mt-4">
+          <Card className="p-6">
+            <div className="space-y-4">
+              <div>
+                <h2 className="text-lg font-bold mb-1 text-destructive">
+                  Deletar conta
+                </h2>
+                <p className="text-sm text-muted-foreground mb-4">
+                  Ao prosseguir, sua conta e todos os dados associados serão
+                  excluídos de forma irreversível.
+                </p>
+              </div>
+              <DeleteAccountForm />
+            </div>
+          </Card>
+        </TabsContent>
      </Tabs>
    </div>
  );
--- a/app/(dashboard)/calendario/data.ts
+++ b/app/(dashboard)/calendario/data.ts
@@ -7,6 +7,7 @@ import {
  fetchLancamentoFilterSources,
  mapLancamentosData,
 } from "@/lib/lancamentos/page-helpers";
+import { fetchUserPeriodPreferences } from "@/lib/user-preferences/period";
 import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
 import { and, eq, gte, lte, ne, or } from "drizzle-orm";

@@ -59,42 +60,44 @@ export const fetchCalendarData = async ({
  const rangeStartKey = toDateKey(rangeStart);
  const rangeEndKey = toDateKey(rangeEnd);

-  const [lancamentoRows, cardRows, filterSources] = await Promise.all([
-    db.query.lancamentos.findMany({
-      where: and(
-        eq(lancamentos.userId, userId),
-        ne(lancamentos.transactionType, TRANSACTION_TYPE_TRANSFERENCIA),
-        or(
-          // Lançamentos cuja data de compra esteja no período do calendário
-          and(
-            gte(lancamentos.purchaseDate, rangeStart),
-            lte(lancamentos.purchaseDate, rangeEnd)
-          ),
-          // Boletos cuja data de vencimento esteja no período do calendário
-          and(
-            eq(lancamentos.paymentMethod, PAYMENT_METHOD_BOLETO),
-            gte(lancamentos.dueDate, rangeStart),
-            lte(lancamentos.dueDate, rangeEnd)
-          ),
-          // Lançamentos de cartão do período (para calcular totais de vencimento)
-          and(
-            eq(lancamentos.period, period),
-            ne(lancamentos.paymentMethod, PAYMENT_METHOD_BOLETO)
+  const [lancamentoRows, cardRows, filterSources, periodPreferences] =
+    await Promise.all([
+      db.query.lancamentos.findMany({
+        where: and(
+          eq(lancamentos.userId, userId),
+          ne(lancamentos.transactionType, TRANSACTION_TYPE_TRANSFERENCIA),
+          or(
+            // Lançamentos cuja data de compra esteja no período do calendário
+            and(
+              gte(lancamentos.purchaseDate, rangeStart),
+              lte(lancamentos.purchaseDate, rangeEnd)
+            ),
+            // Boletos cuja data de vencimento esteja no período do calendário
+            and(
+              eq(lancamentos.paymentMethod, PAYMENT_METHOD_BOLETO),
+              gte(lancamentos.dueDate, rangeStart),
+              lte(lancamentos.dueDate, rangeEnd)
+            ),
+            // Lançamentos de cartão do período (para calcular totais de vencimento)
+            and(
+              eq(lancamentos.period, period),
+              ne(lancamentos.paymentMethod, PAYMENT_METHOD_BOLETO)
+            )
          )
-        )
-      ),
-      with: {
-        pagador: true,
-        conta: true,
-        cartao: true,
-        categoria: true,
-      },
-    }),
-    db.query.cartoes.findMany({
-      where: eq(cartoes.userId, userId),
-    }),
-    fetchLancamentoFilterSources(userId),
-  ]);
+        ),
+        with: {
+          pagador: true,
+          conta: true,
+          cartao: true,
+          categoria: true,
+        },
+      }),
+      db.query.cartoes.findMany({
+        where: eq(cartoes.userId, userId),
+      }),
+      fetchLancamentoFilterSources(userId),
+      fetchUserPeriodPreferences(userId),
+    ]);

  const lancamentosData = mapLancamentosData(lancamentoRows);
  const events: CalendarEvent[] = [];
@@ -214,6 +217,7 @@ export const fetchCalendarData = async ({
      cartaoOptions: optionSets.cartaoOptions,
      categoriaOptions: optionSets.categoriaOptions,
      estabelecimentos,
+      periodPreferences,
    },
  };
 };
--- a/app/(dashboard)/cartoes/[cartaoId]/fatura/page.tsx
+++ b/app/(dashboard)/cartoes/[cartaoId]/fatura/page.tsx
@@ -1,3 +1,4 @@
+import { getRecentEstablishmentsAction } from "@/app/(dashboard)/lancamentos/actions";
 import { CardDialog } from "@/components/cartoes/card-dialog";
 import type { Card } from "@/components/cartoes/types";
 import { InvoiceSummaryCard } from "@/components/faturas/invoice-summary-card";
@@ -19,6 +20,7 @@ import {
  type ResolvedSearchParams,
 } from "@/lib/lancamentos/page-helpers";
 import { loadLogoOptions } from "@/lib/logo/options";
+import { fetchUserPeriodPreferences } from "@/lib/user-preferences/period";
 import { parsePeriodParam } from "@/lib/utils/period";
 import { RiPencilLine } from "@remixicon/react";
 import { and, desc } from "drizzle-orm";
@@ -52,10 +54,18 @@ export default async function Page({ params, searchParams }: PageProps) {
    notFound();
  }

-  const [filterSources, logoOptions, invoiceData] = await Promise.all([
+  const [
+    filterSources,
+    logoOptions,
+    invoiceData,
+    estabelecimentos,
+    periodPreferences,
+  ] = await Promise.all([
    fetchLancamentoFilterSources(userId),
    loadLogoOptions(),
    fetchInvoiceData(userId, cartaoId, selectedPeriod),
+    getRecentEstablishmentsAction(),
+    fetchUserPeriodPreferences(userId),
  ]);
  const sluggedFilters = buildSluggedFilters(filterSources);
  const slugMaps = buildSlugMaps(sluggedFilters);
@@ -187,6 +197,8 @@ export default async function Page({ params, searchParams }: PageProps) {
          categoriaFilterOptions={categoriaFilterOptions}
          contaCartaoFilterOptions={contaCartaoFilterOptions}
          selectedPeriod={selectedPeriod}
+          estabelecimentos={estabelecimentos}
+          periodPreferences={periodPreferences}
          allowCreate
          defaultCartaoId={card.id}
          defaultPaymentMethod="Cartão de crédito"
--- a/app/(dashboard)/categorias/[categoryId]/page.tsx
+++ b/app/(dashboard)/categorias/[categoryId]/page.tsx
@@ -9,7 +9,8 @@ import {
  buildSluggedFilters,
  fetchLancamentoFilterSources,
 } from "@/lib/lancamentos/page-helpers";
-import { parsePeriodParam } from "@/lib/utils/period";
+import { fetchUserPeriodPreferences } from "@/lib/user-preferences/period";
+import { displayPeriod, parsePeriodParam } from "@/lib/utils/period";
 import { notFound } from "next/navigation";

 type PageSearchParams = Promise<Record<string, string | string[] | undefined>>;
@@ -28,24 +29,6 @@ const getSingleParam = (
  return Array.isArray(value) ? value[0] ?? null : value;
 };

-const formatPeriodLabel = (period: string) => {
-  const [yearStr, monthStr] = period.split("-");
-  const year = Number.parseInt(yearStr ?? "", 10);
-  const monthIndex = Number.parseInt(monthStr ?? "", 10) - 1;
-
-  if (Number.isNaN(year) || Number.isNaN(monthIndex) || monthIndex < 0) {
-    return period;
-  }
-
-  const date = new Date(year, monthIndex, 1);
-  const label = date.toLocaleDateString("pt-BR", {
-    month: "long",
-    year: "numeric",
-  });
-
-  return label.charAt(0).toUpperCase() + label.slice(1);
-};
-
 export default async function Page({ params, searchParams }: PageProps) {
  const { categoryId } = await params;
  const userId = await getUserId();
@@ -54,10 +37,11 @@ export default async function Page({ params, searchParams }: PageProps) {
  const periodoParam = getSingleParam(resolvedSearchParams, "periodo");
  const { period: selectedPeriod } = parsePeriodParam(periodoParam);

-  const [detail, filterSources, estabelecimentos] = await Promise.all([
+  const [detail, filterSources, estabelecimentos, periodPreferences] = await Promise.all([
    fetchCategoryDetails(userId, categoryId, selectedPeriod),
    fetchLancamentoFilterSources(userId),
    getRecentEstablishmentsAction(),
+    fetchUserPeriodPreferences(userId),
  ]);

  if (!detail) {
@@ -80,8 +64,8 @@ export default async function Page({ params, searchParams }: PageProps) {
    pagadorRows: filterSources.pagadorRows,
  });

-  const currentPeriodLabel = formatPeriodLabel(detail.period);
-  const previousPeriodLabel = formatPeriodLabel(detail.previousPeriod);
+  const currentPeriodLabel = displayPeriod(detail.period);
+  const previousPeriodLabel = displayPeriod(detail.previousPeriod);

  return (
    <main className="flex flex-col gap-6">
@@ -108,6 +92,7 @@ export default async function Page({ params, searchParams }: PageProps) {
        contaCartaoFilterOptions={contaCartaoFilterOptions}
        selectedPeriod={detail.period}
        estabelecimentos={estabelecimentos}
+        periodPreferences={periodPreferences}
        allowCreate={true}
      />
    </main>
--- a/app/(dashboard)/changelog/layout.tsx
+++ b/app/(dashboard)/changelog/layout.tsx
@@ -0,0 +1,23 @@
+import PageDescription from "@/components/page-description";
+import { RiGitCommitLine } from "@remixicon/react";
+
+export const metadata = {
+  title: "Changelog | Opensheets",
+};
+
+export default function RootLayout({
+  children,
+}: {
+  children: React.ReactNode;
+}) {
+  return (
+    <section className="space-y-6 px-6">
+      <PageDescription
+        icon={<RiGitCommitLine />}
+        title="Changelog"
+        subtitle="Histórico completo de alterações e atualizações do projeto."
+      />
+      {children}
+    </section>
+  );
+}
--- a/app/(dashboard)/changelog/loading.tsx
+++ b/app/(dashboard)/changelog/loading.tsx
@@ -0,0 +1,31 @@
+import { Card, CardContent, CardHeader } from "@/components/ui/card";
+import { Skeleton } from "@/components/ui/skeleton";
+
+export default function Loading() {
+  return (
+    <main className="container mx-auto px-4 py-8 max-w-4xl">
+      <div className="mb-8">
+        <Skeleton className="h-9 w-48 mb-2" />
+        <Skeleton className="h-5 w-96" />
+      </div>
+
+      <div className="space-y-4">
+        {[...Array(5)].map((_, i) => (
+          <Card key={i}>
+            <CardHeader className="pb-3">
+              <Skeleton className="h-6 w-3/4 mb-2" />
+              <div className="flex gap-3">
+                <Skeleton className="h-4 w-20" />
+                <Skeleton className="h-4 w-32" />
+                <Skeleton className="h-4 w-24" />
+              </div>
+            </CardHeader>
+            <CardContent className="pt-0">
+              <Skeleton className="h-4 w-32" />
+            </CardContent>
+          </Card>
+        ))}
+      </div>
+    </main>
+  );
+}
--- a/app/(dashboard)/changelog/page.tsx
+++ b/app/(dashboard)/changelog/page.tsx
@@ -0,0 +1,102 @@
+import { ChangelogList } from "@/components/changelog/changelog-list";
+import { execSync } from "child_process";
+
+type GitCommit = {
+  hash: string;
+  shortHash: string;
+  author: string;
+  date: string;
+  message: string;
+  body: string;
+  filesChanged: string[];
+};
+
+function getGitRemoteUrl(): string | null {
+  try {
+    const remoteUrl = execSync("git config --get remote.origin.url", {
+      encoding: "utf-8",
+      cwd: process.cwd(),
+    }).trim();
+
+    // Converter SSH para HTTPS se necessário
+    if (remoteUrl.startsWith("git@")) {
+      return remoteUrl
+        .replace("git@github.com:", "https://github.com/")
+        .replace("git@gitlab.com:", "https://gitlab.com/")
+        .replace(".git", "");
+    }
+
+    return remoteUrl.replace(".git", "");
+  } catch (error) {
+    console.error("Error fetching git remote URL:", error);
+    return null;
+  }
+}
+
+function getGitCommits(): GitCommit[] {
+  try {
+    // Buscar os últimos 50 commits
+    const commits = execSync(
+      'git log -50 --pretty=format:"%H|%h|%an|%ad|%s|%b" --date=iso --name-only',
+      {
+        encoding: "utf-8",
+        cwd: process.cwd(),
+      }
+    )
+      .trim()
+      .split("\n\n");
+
+    return commits
+      .map((commitBlock) => {
+        const lines = commitBlock.split("\n");
+        const [hash, shortHash, author, date, message, ...rest] =
+          lines[0].split("|");
+
+        // Separar body e arquivos
+        const bodyLines: string[] = [];
+        const filesChanged: string[] = [];
+        let isBody = true;
+
+        rest.forEach((line) => {
+          if (line && !line.includes("/") && !line.includes(".")) {
+            bodyLines.push(line);
+          } else {
+            isBody = false;
+          }
+        });
+
+        lines.slice(1).forEach((line) => {
+          if (line.trim()) {
+            filesChanged.push(line.trim());
+          }
+        });
+
+        return {
+          hash,
+          shortHash,
+          author,
+          date,
+          message,
+          body: bodyLines.join("\n").trim(),
+          filesChanged: filesChanged.filter(
+            (f) => f && !f.startsWith("git log")
+          ),
+        };
+      })
+      .filter((commit) => commit.hash && commit.message);
+  } catch (error) {
+    console.error("Error fetching git commits:", error);
+    return [];
+  }
+}
+
+export default async function ChangelogPage() {
+  const commits = getGitCommits();
+  const repoUrl = getGitRemoteUrl();
+
+  return (
+    <main>
+      <ChangelogList commits={commits} repoUrl={repoUrl} />
+    </main>
+  );
+}
--- a/app/(dashboard)/contas/[contaId]/extrato/page.tsx
+++ b/app/(dashboard)/contas/[contaId]/extrato/page.tsx
@@ -1,3 +1,4 @@
+import { getRecentEstablishmentsAction } from "@/app/(dashboard)/lancamentos/actions";
 import { AccountDialog } from "@/components/contas/account-dialog";
 import { AccountStatementCard } from "@/components/contas/account-statement-card";
 import type { Account } from "@/components/contas/types";
@@ -19,6 +20,7 @@ import {
  type ResolvedSearchParams,
 } from "@/lib/lancamentos/page-helpers";
 import { loadLogoOptions } from "@/lib/logo/options";
+import { fetchUserPeriodPreferences } from "@/lib/user-preferences/period";
 import { parsePeriodParam } from "@/lib/utils/period";
 import { RiPencilLine } from "@remixicon/react";
 import { and, desc, eq } from "drizzle-orm";
@@ -55,10 +57,18 @@ export default async function Page({ params, searchParams }: PageProps) {
    notFound();
  }

-  const [filterSources, logoOptions, accountSummary] = await Promise.all([
+  const [
+    filterSources,
+    logoOptions,
+    accountSummary,
+    estabelecimentos,
+    periodPreferences,
+  ] = await Promise.all([
    fetchLancamentoFilterSources(userId),
    loadLogoOptions(),
    fetchAccountSummary(userId, contaId, selectedPeriod),
+    getRecentEstablishmentsAction(),
+    fetchUserPeriodPreferences(userId),
  ]);
  const sluggedFilters = buildSluggedFilters(filterSources);
  const slugMaps = buildSlugMaps(sluggedFilters);
@@ -165,6 +175,8 @@ export default async function Page({ params, searchParams }: PageProps) {
          categoriaFilterOptions={categoriaFilterOptions}
          contaCartaoFilterOptions={contaCartaoFilterOptions}
          selectedPeriod={selectedPeriod}
+          estabelecimentos={estabelecimentos}
+          periodPreferences={periodPreferences}
          allowCreate={false}
        />
      </section>
--- a/app/(dashboard)/contas/actions.ts
+++ b/app/(dashboard)/contas/actions.ts
@@ -56,6 +56,9 @@ const accountBaseSchema = z.object({
  excludeFromBalance: z
    .union([z.boolean(), z.string()])
    .transform((value) => value === true || value === "true"),
+  excludeInitialBalanceFromIncome: z
+    .union([z.boolean(), z.string()])
+    .transform((value) => value === true || value === "true"),
 });

 const createAccountSchema = accountBaseSchema;
@@ -93,6 +96,7 @@ export async function createAccountAction(
          logo: logoFile,
          initialBalance: formatDecimalForDbRequired(data.initialBalance),
          excludeFromBalance: data.excludeFromBalance,
+          excludeInitialBalanceFromIncome: data.excludeInitialBalanceFromIncome,
          userId: user.id,
        })
        .returning({ id: contas.id, name: contas.name });
@@ -183,6 +187,7 @@ export async function updateAccountAction(
        logo: logoFile,
        initialBalance: formatDecimalForDbRequired(data.initialBalance),
        excludeFromBalance: data.excludeFromBalance,
+        excludeInitialBalanceFromIncome: data.excludeInitialBalanceFromIncome,
      })
      .where(and(eq(contas.id, data.id), eq(contas.userId, user.id)))
      .returning();
--- a/app/(dashboard)/contas/data.ts
+++ b/app/(dashboard)/contas/data.ts
@@ -15,6 +15,7 @@ export type AccountData = {
  initialBalance: number;
  balance: number;
  excludeFromBalance: boolean;
+  excludeInitialBalanceFromIncome: boolean;
 };

 export async function fetchAccountsForUser(
@@ -31,6 +32,7 @@ export async function fetchAccountsForUser(
        logo: contas.logo,
        initialBalance: contas.initialBalance,
        excludeFromBalance: contas.excludeFromBalance,
+        excludeInitialBalanceFromIncome: contas.excludeInitialBalanceFromIncome,
        balanceMovements: sql<number>`
          coalesce(
            sum(
@@ -67,7 +69,8 @@ export async function fetchAccountsForUser(
        contas.note,
        contas.logo,
        contas.initialBalance,
-        contas.excludeFromBalance
+        contas.excludeFromBalance,
+        contas.excludeInitialBalanceFromIncome
      ),
    loadLogoOptions(),
  ]);
@@ -84,6 +87,7 @@ export async function fetchAccountsForUser(
      Number(account.initialBalance ?? 0) +
      Number(account.balanceMovements ?? 0),
    excludeFromBalance: account.excludeFromBalance,
+    excludeInitialBalanceFromIncome: account.excludeInitialBalanceFromIncome,
  }));

  return { accounts, logoOptions };
--- a/app/(dashboard)/dashboard/page.tsx
+++ b/app/(dashboard)/dashboard/page.tsx
@@ -5,6 +5,8 @@ import MonthPicker from "@/components/month-picker/month-picker";
 import { getUser } from "@/lib/auth/server";
 import { fetchDashboardData } from "@/lib/dashboard/fetch-dashboard-data";
 import { parsePeriodParam } from "@/lib/utils/period";
+import { db, schema } from "@/lib/db";
+import { eq } from "drizzle-orm";

 type PageSearchParams = Promise<Record<string, string | string[] | undefined>>;

@@ -29,9 +31,20 @@ export default async function Page({ searchParams }: PageProps) {

  const data = await fetchDashboardData(user.id, selectedPeriod);

+  // Buscar preferências do usuário
+  const preferencesResult = await db
+    .select({
+      disableMagnetlines: schema.userPreferences.disableMagnetlines,
+    })
+    .from(schema.userPreferences)
+    .where(eq(schema.userPreferences.userId, user.id))
+    .limit(1);
+
+  const disableMagnetlines = preferencesResult[0]?.disableMagnetlines ?? false;
+
  return (
    <main className="flex flex-col gap-4 px-6">
-      <DashboardWelcome name={user.name} />
+      <DashboardWelcome name={user.name} disableMagnetlines={disableMagnetlines} />
      <MonthPicker />
      <SectionCards metrics={data.metrics} />
      <DashboardGrid data={data} period={selectedPeriod} />
--- a/app/(dashboard)/lancamentos/data.ts
+++ b/app/(dashboard)/lancamentos/data.ts
@@ -1,18 +1,41 @@
-import { lancamentos } from "@/db/schema";
+import { lancamentos, contas, pagadores, cartoes, categorias } from "@/db/schema";
+import { INITIAL_BALANCE_NOTE } from "@/lib/accounts/constants";
 import { db } from "@/lib/db";
-import { and, desc, type SQL } from "drizzle-orm";
+import { and, desc, eq, isNull, ne, or, type SQL } from "drizzle-orm";

 export async function fetchLancamentos(filters: SQL[]) {
-  const lancamentoRows = await db.query.lancamentos.findMany({
-    where: and(...filters),
-    with: {
-      pagador: true,
-      conta: true,
-      cartao: true,
-      categoria: true,
-    },
-    orderBy: [desc(lancamentos.purchaseDate), desc(lancamentos.createdAt)],
-  });
+  const lancamentoRows = await db
+    .select({
+      lancamento: lancamentos,
+      pagador: pagadores,
+      conta: contas,
+      cartao: cartoes,
+      categoria: categorias,
+    })
+    .from(lancamentos)
+    .leftJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
+    .leftJoin(contas, eq(lancamentos.contaId, contas.id))
+    .leftJoin(cartoes, eq(lancamentos.cartaoId, cartoes.id))
+    .leftJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
+    .where(
+      and(
+        ...filters,
+        // Excluir saldos iniciais de contas que têm excludeInitialBalanceFromIncome = true
+        or(
+          ne(lancamentos.note, INITIAL_BALANCE_NOTE),
+          isNull(contas.excludeInitialBalanceFromIncome),
+          eq(contas.excludeInitialBalanceFromIncome, false)
+        )
+      )
+    )
+    .orderBy(desc(lancamentos.purchaseDate), desc(lancamentos.createdAt));

-  return lancamentoRows;
+  // Transformar resultado para o formato esperado
+  return lancamentoRows.map((row) => ({
+    ...row.lancamento,
+    pagador: row.pagador,
+    conta: row.conta,
+    cartao: row.cartao,
+    categoria: row.categoria,
+  }));
 }
--- a/app/(dashboard)/lancamentos/page.tsx
+++ b/app/(dashboard)/lancamentos/page.tsx
@@ -12,6 +12,7 @@ import {
  mapLancamentosData,
  type ResolvedSearchParams,
 } from "@/lib/lancamentos/page-helpers";
+import { fetchUserPeriodPreferences } from "@/lib/user-preferences/period";
 import { parsePeriodParam } from "@/lib/utils/period";
 import { fetchLancamentos } from "./data";
 import { getRecentEstablishmentsAction } from "./actions";
@@ -31,7 +32,11 @@ export default async function Page({ searchParams }: PageProps) {

  const searchFilters = extractLancamentoSearchFilters(resolvedSearchParams);

-  const filterSources = await fetchLancamentoFilterSources(userId);
+  const [filterSources, periodPreferences] = await Promise.all([
+    fetchLancamentoFilterSources(userId),
+    fetchUserPeriodPreferences(userId),
+  ]);
+
  const sluggedFilters = buildSluggedFilters(filterSources);
  const slugMaps = buildSlugMaps(sluggedFilters);

@@ -78,6 +83,7 @@ export default async function Page({ searchParams }: PageProps) {
        contaCartaoFilterOptions={contaCartaoFilterOptions}
        selectedPeriod={selectedPeriod}
        estabelecimentos={estabelecimentos}
+        periodPreferences={periodPreferences}
      />
    </main>
  );
--- a/app/(dashboard)/orcamentos/page.tsx
+++ b/app/(dashboard)/orcamentos/page.tsx
@@ -1,6 +1,7 @@
 import MonthPicker from "@/components/month-picker/month-picker";
 import { BudgetsPage } from "@/components/orcamentos/budgets-page";
 import { getUserId } from "@/lib/auth/server";
+import { fetchUserPeriodPreferences } from "@/lib/user-preferences/period";
 import { parsePeriodParam } from "@/lib/utils/period";
 import { fetchBudgetsForUser } from "./data";

@@ -35,10 +36,10 @@ export default async function Page({ searchParams }: PageProps) {

  const periodLabel = `${capitalize(rawMonthName)} ${year}`;

-  const { budgets, categoriesOptions } = await fetchBudgetsForUser(
-    userId,
-    selectedPeriod
-  );
+  const [{ budgets, categoriesOptions }, periodPreferences] = await Promise.all([
+    fetchBudgetsForUser(userId, selectedPeriod),
+    fetchUserPeriodPreferences(userId),
+  ]);

  return (
    <main className="flex flex-col gap-6">
@@ -48,6 +49,7 @@ export default async function Page({ searchParams }: PageProps) {
        categories={categoriesOptions}
        selectedPeriod={selectedPeriod}
        periodLabel={periodLabel}
+        periodPreferences={periodPreferences}
      />
    </main>
  );
--- a/app/(dashboard)/pagadores/[pagadorId]/actions.ts
+++ b/app/(dashboard)/pagadores/[pagadorId]/actions.ts
@@ -9,6 +9,7 @@ import {
  fetchPagadorHistory,
  fetchPagadorMonthlyBreakdown,
 } from "@/lib/pagadores/details";
+import { displayPeriod } from "@/lib/utils/period";
 import { and, desc, eq } from "drizzle-orm";
 import { revalidatePath } from "next/cache";
 import { Resend } from "resend";
@@ -32,17 +33,6 @@ const formatCurrency = (value: number) =>
    maximumFractionDigits: 2,
  });

-const formatPeriodLabel = (period: string) => {
-  const [yearStr, monthStr] = period.split("-");
-  const year = Number.parseInt(yearStr, 10);
-  const month = Number.parseInt(monthStr, 10) - 1;
-  const date = new Date(year, month, 1);
-  return date.toLocaleDateString("pt-BR", {
-    month: "long",
-    year: "numeric",
-  });
-};
-
 const formatDate = (value: Date | null | undefined) => {
  if (!value) return "—";
  return value.toLocaleDateString("pt-BR", {
@@ -560,7 +550,7 @@ export async function sendPagadorSummaryAction(

    const html = buildSummaryHtml({
      pagadorName: pagadorRow.name,
-      periodLabel: formatPeriodLabel(period),
+      periodLabel: displayPeriod(period),
      monthlyBreakdown,
      historyData,
      cardUsage,
@@ -573,7 +563,7 @@ export async function sendPagadorSummaryAction(
    await resend.emails.send({
      from: resendFrom,
      to: pagadorRow.email,
-      subject: `Resumo Financeiro | ${formatPeriodLabel(period)}`,
+      subject: `Resumo Financeiro | ${displayPeriod(period)}`,
      html,
    });

--- a/app/(dashboard)/pagadores/[pagadorId]/page.tsx
+++ b/app/(dashboard)/pagadores/[pagadorId]/page.tsx
@@ -1,3 +1,4 @@
+import { getRecentEstablishmentsAction } from "@/app/(dashboard)/lancamentos/actions";
 import { PagadorCardUsageCard } from "@/components/pagadores/details/pagador-card-usage-card";
 import { PagadorHistoryCard } from "@/components/pagadores/details/pagador-history-card";
 import { PagadorInfoCard } from "@/components/pagadores/details/pagador-info-card";
@@ -29,6 +30,7 @@ import {
  type SlugMaps,
  type SluggedFilters,
 } from "@/lib/lancamentos/page-helpers";
+import { fetchUserPeriodPreferences } from "@/lib/user-preferences/period";
 import { parsePeriodParam } from "@/lib/utils/period";
 import { getPagadorAccess } from "@/lib/pagadores/access";
 import {
@@ -134,6 +136,8 @@ export default async function Page({ params, searchParams }: PageProps) {
    cardUsage,
    boletoStats,
    shareRows,
+    estabelecimentos,
+    periodPreferences,
  ] = await Promise.all([
    fetchPagadorLancamentos(filters),
    fetchPagadorMonthlyBreakdown({
@@ -157,6 +161,8 @@ export default async function Page({ params, searchParams }: PageProps) {
      period: selectedPeriod,
    }),
    sharesPromise,
+    getRecentEstablishmentsAction(),
+    fetchUserPeriodPreferences(dataOwnerId),
  ]);

  const mappedLancamentos = mapLancamentosData(lancamentoRows);
@@ -289,6 +295,8 @@ export default async function Page({ params, searchParams }: PageProps) {
              categoriaFilterOptions={optionSets.categoriaFilterOptions}
              contaCartaoFilterOptions={optionSets.contaCartaoFilterOptions}
              selectedPeriod={selectedPeriod}
+              estabelecimentos={estabelecimentos}
+              periodPreferences={periodPreferences}
              allowCreate={canEdit}
            />
          </section>