feat(faturas/extrato): ajuste de fatura, reembolso e ajuste de saldo da conta

- botão "Ajustar fatura" na página da fatura abre dialog com input do valor real e preview da diferença; action faz upsert/delete idempotente do lançamento de ajuste - opção "Reembolso" no dropdown de ações de despesas à vista cria receita espelhada no extrato ou fatura correta, vinculada ao lançamento original - botão "Ajustar saldo" no extrato da conta compara saldo real informado e gera lançamento de ajuste por (accountId, period) via upsert/delete idempotente - constantes INVOICE_ADJUSTMENT_NAME, ACCOUNT_BALANCE_ADJUSTMENT_NAME, REFUND_NOTE_PREFIX e buildRefundNote() centralizadas em shared/lib/accounts/constants.ts - extrato agora contabiliza transferências internas em Entradas e Saídas corretamente Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-10 07:16:01 +00:00 · 2026-05-02 22:08:07 +00:00
parent 8389752172
commit 4bea6330bf
9 changed files with 638 additions and 47 deletions
--- a/src/features/invoices/actions.ts
+++ b/src/features/invoices/actions.ts
@@ -2,8 +2,17 @@

 import { and, eq, sql } from "drizzle-orm";
 import { z } from "zod";
-import { cards, categories, invoices, transactions } from "@/db/schema";
-import { buildInvoicePaymentNote } from "@/shared/lib/accounts/constants";
+import {
+	cards,
+	categories,
+	financialAccounts,
+	invoices,
+	transactions,
+} from "@/db/schema";
+import {
+	buildInvoicePaymentNote,
+	INVOICE_ADJUSTMENT_NAME,
+} from "@/shared/lib/accounts/constants";
 import { revalidateForEntity } from "@/shared/lib/actions/helpers";
 import { getUser } from "@/shared/lib/auth/server";
 import { db } from "@/shared/lib/db";
@@ -14,6 +23,10 @@ import {
 	PERIOD_FORMAT_REGEX,
 } from "@/shared/lib/invoices";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
+import {
+	formatCurrency,
+	formatDecimalForDbRequired,
+} from "@/shared/utils/currency";
 import {
 	getBusinessTodayDate,
 	parseLocalDateString,
@@ -36,6 +49,11 @@ const updateInvoicePaymentStatusSchema = z.object({
 		.refine((value) => !value || isValidPaymentDate(value), {
 			message: "Data de pagamento inválida.",
 		}),
+	paymentAccountId: z
+		.string({ message: "Conta inválida." })
+		.uuid("Conta inválida.")
+		.nullable()
+		.optional(),
 });

 type UpdateInvoicePaymentStatusInput = z.infer<
@@ -51,9 +69,6 @@ const successMessageByStatus: Record<InvoicePaymentStatus, string> = {
 	[INVOICE_PAYMENT_STATUS.PENDING]: "Pagamento da fatura foi revertido.",
 };

-const formatDecimal = (value: number) =>
-	(Math.round(value * 100) / 100).toFixed(2);
-
 export async function updateInvoicePaymentStatusAction(
 	input: UpdateInvoicePaymentStatusInput,
 ): Promise<ActionResult> {
@@ -121,8 +136,25 @@ export async function updateInvoicePaymentStatusAction(

 				const adminShare = Number(adminShareRow?.total ?? 0);
 				const adminPayableAmount = Math.abs(Math.min(adminShare, 0));
+				const paymentAccountId = data.paymentAccountId ?? card.accountId;
+
+				if (adminPayerId) {
+					if (!paymentAccountId) {
+						throw new Error("Selecione uma conta para pagar a fatura.");
+					}
+
+					const paymentAccount = await tx.query.financialAccounts.findFirst({
+						columns: { id: true },
+						where: and(
+							eq(financialAccounts.id, paymentAccountId),
+							eq(financialAccounts.userId, user.id),
+						),
+					});
+
+					if (!paymentAccount) {
+						throw new Error("Conta de pagamento não encontrada.");
+					}

-				if (card.accountId && adminPayerId) {
 					const paymentCategory = await tx.query.categories.findFirst({
 						columns: { id: true },
 						where: and(
@@ -131,12 +163,11 @@ export async function updateInvoicePaymentStatusAction(
 						),
 					});

-					// Usar a data customizada ou a data atual como data de pagamento
 					const invoiceDate = data.paymentDate
 						? parseLocalDateString(data.paymentDate)
 						: getBusinessTodayDate();

-					const amount = `-${formatDecimal(adminPayableAmount)}`;
+					const amount = `-${formatDecimalForDbRequired(adminPayableAmount)}`;
 					const payload = {
 						condition: "À vista",
 						name: `Pagamento fatura - ${card.name}`,
@@ -148,7 +179,7 @@ export async function updateInvoicePaymentStatusAction(
 						period: data.period,
 						isSettled: true,
 						userId: user.id,
-						accountId: card.accountId,
+						accountId: paymentAccountId,
 						categoryId: paymentCategory?.id ?? null,
 						payerId: adminPayerId,
 					};
@@ -270,3 +301,123 @@ export async function updatePaymentDateAction(
 		};
 	}
 }
+
+const adjustInvoiceSchema = z.object({
+	cardId: z.string({ message: "Cartão inválido." }).uuid("Cartão inválido."),
+	period: z
+		.string({ message: "Período inválido." })
+		.regex(PERIOD_FORMAT_REGEX, "Período inválido."),
+	currentTotal: z.number({ message: "Total atual inválido." }),
+	targetAmount: z
+		.number({ message: "Valor inválido." })
+		.nonnegative("O valor deve ser positivo."),
+});
+
+type AdjustInvoiceInput = z.infer<typeof adjustInvoiceSchema>;
+
+export async function adjustInvoiceAction(
+	input: AdjustInvoiceInput,
+): Promise<ActionResult> {
+	try {
+		const user = await getUser();
+		const data = adjustInvoiceSchema.parse(input);
+		const adminPayerId = await getAdminPayerId(user.id);
+
+		let message = "Ajuste de fatura registrado.";
+
+		await db.transaction(async (tx: typeof db) => {
+			const card = await tx.query.cards.findFirst({
+				columns: { id: true },
+				where: and(eq(cards.id, data.cardId), eq(cards.userId, user.id)),
+			});
+
+			if (!card) {
+				throw new Error("Cartão não encontrado.");
+			}
+
+			const existing = await tx.query.transactions.findFirst({
+				columns: { id: true, amount: true },
+				where: and(
+					eq(transactions.userId, user.id),
+					eq(transactions.cardId, data.cardId),
+					eq(transactions.period, data.period),
+					eq(transactions.name, INVOICE_ADJUSTMENT_NAME),
+				),
+			});
+
+			const existingAmount = Number(existing?.amount ?? 0);
+			const baseTotal = data.currentTotal - existingAmount;
+			const targetTotal = -data.targetAmount;
+			const adjustmentAmount =
+				Math.round((targetTotal - baseTotal) * 100) / 100;
+
+			if (adjustmentAmount === 0) {
+				if (existing) {
+					await tx.delete(transactions).where(eq(transactions.id, existing.id));
+					message = "Ajuste de fatura removido.";
+				} else {
+					message = "Nada a ajustar — o valor já está correto.";
+				}
+				return;
+			}
+
+			const isExpense = adjustmentAmount < 0;
+			const categoryName = isExpense ? "Outras despesas" : "Outras receitas";
+
+			const category = await tx.query.categories.findFirst({
+				columns: { id: true },
+				where: and(
+					eq(categories.userId, user.id),
+					eq(categories.name, categoryName),
+				),
+			});
+
+			const amount = formatDecimalForDbRequired(adjustmentAmount);
+
+			const note = `O valor era ${formatCurrency(Math.abs(baseTotal))} mas o correto é ${formatCurrency(data.targetAmount)}.`;
+
+			const payload = {
+				condition: "À vista",
+				name: INVOICE_ADJUSTMENT_NAME,
+				paymentMethod: "Cartão de crédito",
+				note,
+				amount,
+				purchaseDate: getBusinessTodayDate(),
+				transactionType: isExpense
+					? ("Despesa" as const)
+					: ("Receita" as const),
+				period: data.period,
+				userId: user.id,
+				cardId: data.cardId,
+				accountId: null,
+				categoryId: category?.id ?? null,
+				payerId: adminPayerId,
+			};
+
+			if (existing) {
+				await tx
+					.update(transactions)
+					.set(payload)
+					.where(eq(transactions.id, existing.id));
+			} else {
+				await tx.insert(transactions).values(payload);
+			}
+		});
+
+		revalidateForEntity("cards", user.id);
+
+		return { success: true, message };
+	} catch (error) {
+		if (error instanceof z.ZodError) {
+			return {
+				success: false,
+				error: error.issues[0]?.message ?? "Dados inválidos.",
+			};
+		}
+
+		return {
+			success: false,
+			error: error instanceof Error ? error.message : "Erro inesperado.",
+		};
+	}
+}
--- a/src/features/invoices/components/invoice-summary-card.tsx
+++ b/src/features/invoices/components/invoice-summary-card.tsx
@@ -1,6 +1,6 @@
 "use client";

-import { RiEditLine } from "@remixicon/react";
+import { RiEditLine, RiEqualizerLine } from "@remixicon/react";
 import Image from "next/image";
 import { useRouter } from "next/navigation";
 import type { ReactNode } from "react";
@@ -10,11 +10,30 @@ import {
 	updateInvoicePaymentStatusAction,
 	updatePaymentDateAction,
 } from "@/features/invoices/actions";
+import { AccountCardSelectContent } from "@/features/transactions/components/select-items";
 import MoneyValues from "@/shared/components/money-values";
 import StatusDot from "@/shared/components/status-dot";
 import { Badge } from "@/shared/components/ui/badge";
 import { Button } from "@/shared/components/ui/button";
 import { Card, CardContent } from "@/shared/components/ui/card";
+import { DatePicker } from "@/shared/components/ui/date-picker";
+import {
+	Dialog,
+	DialogContent,
+	DialogDescription,
+	DialogFooter,
+	DialogHeader,
+	DialogTitle,
+	DialogTrigger,
+} from "@/shared/components/ui/dialog";
+import { Label } from "@/shared/components/ui/label";
+import {
+	Select,
+	SelectContent,
+	SelectItem,
+	SelectTrigger,
+	SelectValue,
+} from "@/shared/components/ui/select";
 import { resolveCardBrandAsset } from "@/shared/lib/cards/brand-assets";
 import {
 	INVOICE_PAYMENT_STATUS,
@@ -27,8 +46,15 @@ import { resolveLogoSrc } from "@/shared/lib/logo";
 import { formatCurrency } from "@/shared/utils/currency";
 import { formatDateOnly } from "@/shared/utils/date";
 import { cn } from "@/shared/utils/ui";
+import { AdjustInvoiceDialog } from "./adjust-invoice-dialog";
 import { EditPaymentDateDialog } from "./edit-payment-date-dialog";

+type PaymentAccountOption = {
+	value: string;
+	label: string;
+	logo?: string | null;
+};
+
 type InvoiceSummaryCardProps = {
 	cardId: string;
 	period: string;
@@ -42,6 +68,8 @@ type InvoiceSummaryCardProps = {
 	limitAmount: number | null;
 	invoiceStatus: InvoicePaymentStatus;
 	paymentDate: Date | null;
+	defaultPaymentAccountId: string | null;
+	paymentAccountOptions: PaymentAccountOption[];
 	logo?: string | null;
 	actions?: React.ReactNode;
 };
@@ -87,6 +115,8 @@ export function InvoiceSummaryCard({
 	limitAmount,
 	invoiceStatus,
 	paymentDate: initialPaymentDate,
+	defaultPaymentAccountId,
+	paymentAccountOptions,
 	logo,
 	actions,
 }: InvoiceSummaryCardProps) {
@@ -95,11 +125,21 @@ export function InvoiceSummaryCard({
 	const [paymentDate, setPaymentDate] = useState<Date>(
 		initialPaymentDate ?? new Date(),
 	);
+	const [paymentAccountId, setPaymentAccountId] = useState<string>(
+		defaultPaymentAccountId ?? paymentAccountOptions[0]?.value ?? "",
+	);
+	const [paymentDialogOpen, setPaymentDialogOpen] = useState(false);

 	useEffect(() => {
 		setPaymentDate(initialPaymentDate ?? new Date());
 	}, [initialPaymentDate]);

+	useEffect(() => {
+		setPaymentAccountId(
+			defaultPaymentAccountId ?? paymentAccountOptions[0]?.value ?? "",
+		);
+	}, [defaultPaymentAccountId, paymentAccountOptions]);
+
 	const logoPath = resolveLogoSrc(logo);
 	const brandAsset = resolveCardBrandAsset(cardBrand);
 	const isPaid = invoiceStatus === INVOICE_PAYMENT_STATUS.PAID;
@@ -112,7 +152,7 @@ export function InvoiceSummaryCard({
 		? INVOICE_PAYMENT_STATUS.PENDING
 		: INVOICE_PAYMENT_STATUS.PAID;

-	const handleAction = () => {
+	const handleAction = (accountId?: string) => {
 		startTransition(async () => {
 			const result = await updateInvoicePaymentStatusAction({
 				cardId,
@@ -122,10 +162,13 @@ export function InvoiceSummaryCard({
 					targetStatus === INVOICE_PAYMENT_STATUS.PAID
 						? paymentDate.toISOString().split("T")[0]
 						: undefined,
+				paymentAccountId:
+					targetStatus === INVOICE_PAYMENT_STATUS.PAID ? accountId : undefined,
 			});

 			if (result.success) {
 				toast.success(result.message);
+				setPaymentDialogOpen(false);
 				router.refresh();
 				return;
 			}
@@ -134,6 +177,15 @@ export function InvoiceSummaryCard({
 		});
 	};

+	const handlePaymentConfirm = () => {
+		if (!paymentAccountId) {
+			toast.error("Selecione uma conta para pagar a fatura.");
+			return;
+		}
+
+		handleAction(paymentAccountId);
+	};
+
 	const handleDateChange = (newDate: Date) => {
 		setPaymentDate(newDate);
 		startTransition(async () => {
@@ -190,13 +242,31 @@ export function InvoiceSummaryCard({
 					{/* Linha 2 — valor da fatura (hero) */}
 					<div className="space-y-4">
 						<p className="text-sm text-muted-foreground">Valor da fatura</p>
-						<MoneyValues
-							amount={Math.abs(totalAmount)}
-							className={cn(
-								"text-3xl tracking-tighter font-semibold",
-								isPaid ? "text-success" : "text-foreground",
-							)}
-						/>
+						<div className="flex items-center gap-2">
+							<MoneyValues
+								amount={Math.abs(totalAmount)}
+								className={cn(
+									"text-3xl tracking-tighter font-semibold",
+									isPaid ? "text-success" : "text-foreground",
+								)}
+							/>
+							<AdjustInvoiceDialog
+								cardId={cardId}
+								period={period}
+								currentTotal={totalAmount}
+								trigger={
+									<Button
+										type="button"
+										variant="ghost"
+										size="icon-sm"
+										className="text-muted-foreground hover:text-foreground"
+										aria-label="Ajustar fatura"
+									>
+										<RiEqualizerLine className="size-4" />
+									</Button>
+								}
+							/>
+						</div>
 						<div className="flex items-center gap-2">
 							<Badge
 								variant={INVOICE_STATUS_BADGE_VARIANT[invoiceStatus]}
@@ -228,7 +298,7 @@ export function InvoiceSummaryCard({
 						</MetaItem>

 						{typeof limitAmount === "number" ? (
-							<MetaItem label="Limite">
+							<MetaItem label="Limite total">
 								<span className="text-sm font-medium text-foreground">
 									{formatCurrency(limitAmount)}
 								</span>
@@ -263,16 +333,45 @@ export function InvoiceSummaryCard({
 							</p>
 						</div>
 						<div className="flex shrink-0 items-center gap-1.5">
-							<Button
-								type="button"
-								size="sm"
-								variant={actionVariantByStatus[invoiceStatus]}
-								disabled={isPending}
-								onClick={handleAction}
-								className="min-w-32"
-							>
-								{isPending ? "Salvando..." : actionLabelByStatus[invoiceStatus]}
-							</Button>
+							{isPaid ? (
+								<Button
+									type="button"
+									size="sm"
+									variant={actionVariantByStatus[invoiceStatus]}
+									disabled={isPending}
+									onClick={() => handleAction()}
+									className="min-w-32"
+								>
+									{isPending
+										? "Salvando..."
+										: actionLabelByStatus[invoiceStatus]}
+								</Button>
+							) : (
+								<PayInvoiceDialog
+									open={paymentDialogOpen}
+									onOpenChange={setPaymentDialogOpen}
+									isPending={isPending}
+									paymentDate={paymentDate}
+									onPaymentDateChange={setPaymentDate}
+									accountId={paymentAccountId}
+									onAccountChange={setPaymentAccountId}
+									accountOptions={paymentAccountOptions}
+									onConfirm={handlePaymentConfirm}
+									trigger={
+										<Button
+											type="button"
+											size="sm"
+											variant={actionVariantByStatus[invoiceStatus]}
+											disabled={isPending}
+											className="min-w-32"
+										>
+											{isPending
+												? "Salvando..."
+												: actionLabelByStatus[invoiceStatus]}
+										</Button>
+									}
+								/>
+							)}
 							{isPaid ? (
 								<EditPaymentDateDialog
 									trigger={
@@ -308,3 +407,112 @@ function MetaItem({ label, children }: { label: string; children: ReactNode }) {
 		</div>
 	);
 }
+
+type PayInvoiceDialogProps = {
+	open: boolean;
+	onOpenChange: (open: boolean) => void;
+	isPending: boolean;
+	paymentDate: Date;
+	onPaymentDateChange: (date: Date) => void;
+	accountId: string;
+	onAccountChange: (accountId: string) => void;
+	accountOptions: PaymentAccountOption[];
+	onConfirm: () => void;
+	trigger: ReactNode;
+};
+
+function PayInvoiceDialog({
+	open,
+	onOpenChange,
+	isPending,
+	paymentDate,
+	onPaymentDateChange,
+	accountId,
+	onAccountChange,
+	accountOptions,
+	onConfirm,
+	trigger,
+}: PayInvoiceDialogProps) {
+	const paymentDateValue = paymentDate.toISOString().split("T")[0] ?? "";
+	const selectedAccount = accountOptions.find(
+		(option) => option.value === accountId,
+	);
+
+	return (
+		<Dialog open={open} onOpenChange={onOpenChange}>
+			<DialogTrigger asChild>{trigger}</DialogTrigger>
+			<DialogContent className="sm:max-w-md">
+				<DialogHeader>
+					<DialogTitle>Confirmar pagamento</DialogTitle>
+					<DialogDescription>
+						Escolha a conta de origem e a data em que a fatura foi paga.
+					</DialogDescription>
+				</DialogHeader>
+
+				<div className="space-y-4">
+					<div className="space-y-2">
+						<Label htmlFor="invoice-payment-account">Conta de pagamento</Label>
+						<Select
+							value={accountId}
+							onValueChange={onAccountChange}
+							disabled={isPending || accountOptions.length === 0}
+						>
+							<SelectTrigger id="invoice-payment-account" className="w-full">
+								<SelectValue placeholder="Selecione uma conta">
+									{selectedAccount ? (
+										<AccountCardSelectContent
+											label={selectedAccount.label}
+											logo={selectedAccount.logo}
+										/>
+									) : null}
+								</SelectValue>
+							</SelectTrigger>
+							<SelectContent>
+								{accountOptions.map((option) => (
+									<SelectItem key={option.value} value={option.value}>
+										<AccountCardSelectContent
+											label={option.label}
+											logo={option.logo}
+										/>
+									</SelectItem>
+								))}
+							</SelectContent>
+						</Select>
+					</div>
+
+					<div className="space-y-2">
+						<Label htmlFor="invoice-payment-date">Data do pagamento</Label>
+						<DatePicker
+							id="invoice-payment-date"
+							value={paymentDateValue}
+							onChange={(value) => {
+								if (value) {
+									onPaymentDateChange(new Date(`${value}T00:00:00`));
+								}
+							}}
+							disabled={isPending}
+						/>
+					</div>
+				</div>
+
+				<DialogFooter>
+					<Button
+						type="button"
+						variant="outline"
+						onClick={() => onOpenChange(false)}
+						disabled={isPending}
+					>
+						Cancelar
+					</Button>
+					<Button
+						type="button"
+						onClick={onConfirm}
+						disabled={isPending || accountOptions.length === 0}
+					>
+						{isPending ? "Confirmando..." : "Confirmar pagamento"}
+					</Button>
+				</DialogFooter>
+			</DialogContent>
+		</Dialog>
+	);
+}