fix(finance): preserve visibility and settlement updates

src/features/dashboard/categories/category-breakdown.ts

@@ -111,10 +111,11 @@ export function buildCategoryBreakdownData({
 		});
 	}
 
-	categories.sort((a, b) => b.currentAmount - a.currentAmount);
+	const filtered = categories.filter((c) => c.currentAmount > 0);
+	filtered.sort((a, b) => b.currentAmount - a.currentAmount);
 
 	return {
-		categories,
+		categories: filtered,
 		currentTotal,
 		previousTotal,
 	};

src/features/dashboard/categories/category-details-queries.ts

@@ -111,6 +111,7 @@ export async function fetchCategoryDetails(
 						sanitizedNote,
 						eq(transactions.period, previousPeriod),
 						or(
+							isNull(transactions.note),
 							ne(transactions.note, INITIAL_BALANCE_NOTE),
 							isNull(financialAccounts.excludeInitialBalanceFromIncome),
 							eq(financialAccounts.excludeInitialBalanceFromIncome, false),

src/features/dashboard/transaction-filters.ts

@@ -50,6 +50,7 @@ export const excludeAutoGeneratedEntryNotes = () =>
 
 export const excludeInitialBalanceWhenConfigured = () =>
 	or(
+		isNull(transactions.note),
 		ne(transactions.note, INITIAL_BALANCE_NOTE),
 		isNull(financialAccounts.excludeInitialBalanceFromIncome),
 		eq(financialAccounts.excludeInitialBalanceFromIncome, false),

src/features/reports/establishments/queries.ts

@@ -113,6 +113,7 @@ export async function fetchTopEstablishmentsData(
 			not(ilike(transactions.note, `${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`)),
 		),
 		or(
+			isNull(transactions.note),
 			ne(transactions.note, INITIAL_BALANCE_NOTE),
 			isNull(financialAccounts.excludeInitialBalanceFromIncome),
 			eq(financialAccounts.excludeInitialBalanceFromIncome, false),

src/features/transactions/actions/bulk-actions.ts

@@ -172,6 +172,7 @@ export async function updateTransactionBulkAction(
 			payerId: data.payerId ?? null,
 			accountId: data.accountId ?? null,
 			cardId: data.cardId ?? null,
+			...(data.isSettled !== undefined && { isSettled: data.isSettled }),
 		};
 
 		if (data.amount !== undefined) {

src/features/transactions/actions/core.ts

@@ -705,6 +705,7 @@ export const updateBulkSchema = z.object({
 		})
 		.optional()
 		.nullable(),
+	isSettled: z.boolean().nullable().optional(),
 });
 
 export type UpdateBulkInput = z.infer<typeof updateBulkSchema>;

src/features/transactions/components/dialogs/transaction-dialog/transaction-dialog-types.ts

@@ -41,6 +41,7 @@ export interface TransactionDialogProps {
 		amount: number;
 		dueDate: string | null;
 		boletoPaymentDate: string | null;
+		isSettled: boolean | null;
 	}) => void;
 }
 

src/features/transactions/components/dialogs/transaction-dialog/transaction-dialog.tsx

@@ -346,6 +346,10 @@ export function TransactionDialog({
 						mode === "update" && formState.paymentMethod === "Boleto"
 							? formState.boletoPaymentDate || null
 							: null,
+					isSettled:
+						formState.paymentMethod === "Cartão de crédito"
+							? null
+							: Boolean(formState.isSettled),
 				});
 				return;
 			}

src/features/transactions/components/page/transactions-page.tsx

@@ -129,6 +129,7 @@ export function TransactionsPage({
 		amount: number;
 		dueDate: string | null;
 		boletoPaymentDate: string | null;
+		isSettled: boolean | null;
 		transaction: TransactionItem;
 	} | null>(null);
 	const [pendingDeleteData, setPendingDeleteData] =
@@ -182,7 +183,7 @@ export function TransactionsPage({
 			toast.success(
 				nextValue
 					? `"${item.name}" marcado como pago`
-					: `"${item.name}" desmarcado`,
+					: `"${item.name}" marcado como não pago`,
 			);
 		} catch (error) {
 			const message =
@@ -244,6 +245,7 @@ export function TransactionsPage({
 		amount: number;
 		dueDate: string | null;
 		boletoPaymentDate: string | null;
+		isSettled: boolean | null;
 	}) => {
 		if (!selectedTransaction) {
 			return;
@@ -274,6 +276,7 @@ export function TransactionsPage({
 			amount: pendingEditData.amount,
 			dueDate: pendingEditData.dueDate,
 			boletoPaymentDate: pendingEditData.boletoPaymentDate,
+			isSettled: pendingEditData.isSettled ?? undefined,
 		});
 
 		if (!result.success) {

src/features/transactions/queries.ts

@@ -43,6 +43,7 @@ const DEFAULT_EXCLUDE_INITIAL_BALANCE = true;
 
 const buildInitialBalanceVisibilityFilter = () =>
 	or(
+		isNull(transactions.note),
 		ne(transactions.note, INITIAL_BALANCE_NOTE),
 		isNull(financialAccounts.excludeInitialBalanceFromIncome),
 		eq(financialAccounts.excludeInitialBalanceFromIncome, false),