feat(lancamentos): aprimora parcelamentos e protecoes

src/app/(dashboard)/accounts/[accountId]/statement/page.tsx

@@ -43,6 +43,15 @@ type PageProps = {
 const capitalize = (value: string) =>
 	value.length > 0 ? value[0]?.toUpperCase().concat(value.slice(1)) : value;
 
+const resolveDefaultPaymentMethod = (
+	accountType: string | null | undefined,
+) => {
+	if (accountType === "Dinheiro") return "Dinheiro";
+	if (accountType === "Pré-Pago | VR/VA") return "Pré-Pago | VR/VA";
+
+	return "Pix";
+};
+
 export default async function Page({ params, searchParams }: PageProps) {
 	await connection();
 	const { accountId } = await params;
@@ -197,7 +206,11 @@ export default async function Page({ params, searchParams }: PageProps) {
 						accountId: account.id,
 						settledOnly: true,
 					}}
-					allowCreate={false}
+					allowCreate
+					defaultAccountId={account.id}
+					defaultPaymentMethod={resolveDefaultPaymentMethod(
+						account.accountType,
+					)}
 					noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 					columnOrder={userPreferences?.transactionsColumnOrder ?? null}
 					attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}

src/features/dashboard/components/installment-analysis/installment-analysis-page.tsx

@@ -130,7 +130,7 @@ export function InstallmentAnalysisPage({
 	return (
 		<div className="flex flex-col gap-4">
 			{/* Card de resumo principal */}
-			<Card className="border-none bg-primary/10 dark:bg-primary/10">
+			<Card className="border-none bg-primary/10 shadow-none">
 				<CardContent className="flex flex-col items-start justify-center gap-2 py-2">
 					<p className="text-sm text-muted-foreground">
 						Se você pagar tudo que está selecionado:

src/features/dashboard/components/installment-analysis/installment-group-card.tsx

@@ -64,8 +64,8 @@ export function InstallmentGroupCard({
 	const hasSelection = selectedInstallments.size > 0;
 
 	const progress =
-		group.totalInstallments > 0
-			? (group.paidInstallments / group.totalInstallments) * 100
+		group.trackedInstallments > 0
+			? (group.paidInstallments / group.trackedInstallments) * 100
 			: 0;
 
 	const selectedAmount = group.pendingInstallments
@@ -83,6 +83,10 @@ export function InstallmentGroupCard({
 	);
 	const cardLogoSrc = resolveLogoSrc(group.cartaoLogo);
 	const cardName = group.cartaoName ?? "Compra parcelada";
+	const untrackedLabel =
+		group.untrackedInstallments === 1
+			? "1 parcela anterior fora do acompanhamento"
+			: `${group.untrackedInstallments} parcelas anteriores fora do acompanhamento`;
 
 	return (
 		<>
@@ -153,7 +157,7 @@ export function InstallmentGroupCard({
 					<div className="grid grid-cols-2 gap-4 p-4 rounded-lg bg-primary/5 mb-4">
 						<div className="space-y-1">
 							<p className="text-xs text-muted-foreground font-medium">
-								Valor total
+								Valor acompanhado
 							</p>
 							<MoneyValues
 								amount={totalAmount}
@@ -180,8 +184,8 @@ export function InstallmentGroupCard({
 							<div className="flex items-center gap-1 text-muted-foreground">
 								<RiCheckboxCircleFill className="size-3.5 text-success" />
 								<span>
-									{group.paidInstallments} de {group.totalInstallments} parcelas
-									pagas
+									{group.paidInstallments} de {group.trackedInstallments}{" "}
+									parcelas acompanhadas pagas
 								</span>
 							</div>
 							{unpaidCount > 0 && (
@@ -198,6 +202,9 @@ export function InstallmentGroupCard({
 							className="h-2.5 bg-muted"
 							indicatorClassName="bg-success"
 						/>
+						{group.untrackedInstallments > 0 && (
+							<p className="text-xs text-muted-foreground">{untrackedLabel}</p>
+						)}
 					</div>
 
 					{/* Valor selecionado */}

src/features/dashboard/expenses/installment-analysis-queries.ts

@@ -51,6 +51,9 @@ export type InstallmentGroup = {
 	cartaoDueDay: string | null;
 	cartaoLogo: string | null;
 	totalInstallments: number;
+	trackedStartInstallment: number;
+	trackedInstallments: number;
+	untrackedInstallments: number;
 	paidInstallments: number;
 	pendingInstallments: InstallmentDetail[];
 	totalPendingAmount: number;
@@ -153,6 +156,12 @@ export async function fetchInstallmentAnalysis(
 				cartaoDueDay: row.cartaoDueDay,
 				cartaoLogo: row.cartaoLogo,
 				totalInstallments: row.installmentCount ?? 0,
+				trackedStartInstallment: installmentDetail.currentInstallment,
+				trackedInstallments: 1,
+				untrackedInstallments: Math.max(
+					0,
+					installmentDetail.currentInstallment - 1,
+				),
 				paidInstallments: 0,
 				pendingInstallments: [installmentDetail],
 				totalPendingAmount: amount,
@@ -168,7 +177,13 @@ export async function fetchInstallmentAnalysis(
 			const paidCount = group.pendingInstallments.filter(
 				(i) => i.isSettled,
 			).length;
+			const trackedStartInstallment = Math.min(
+				...group.pendingInstallments.map((i) => i.currentInstallment),
+			);
 			group.paidInstallments = paidCount;
+			group.trackedStartInstallment = trackedStartInstallment;
+			group.trackedInstallments = group.pendingInstallments.length;
+			group.untrackedInstallments = Math.max(0, trackedStartInstallment - 1);
 			return group;
 		})
 		// Filtrar apenas séries que têm pelo menos uma parcela em aberto (não paga)

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

@@ -7,6 +7,7 @@ import {
 	TRANSACTION_CONDITIONS,
 	TRANSACTION_TYPES,
 } from "@/features/transactions/lib/constants";
+import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
 import { handleActionError } from "@/shared/lib/actions/helpers";
 import { getUser } from "@/shared/lib/auth/server";
 import { db } from "@/shared/lib/db";
@@ -30,6 +31,7 @@ import {
 	fetchOwnedPayerIds,
 	formatPaidInvoicePeriods,
 	getPaidInvoicePeriods,
+	isInitialBalanceTransaction,
 	type MassAddInput,
 	massAddSchema,
 	resolvePeriod,
@@ -47,6 +49,19 @@ const getPeriodOffset = (basePeriod: string, targetPeriod: string) => {
 	return (target.year - base.year) * 12 + (target.month - base.month);
 };
 
+type ProtectedTransactionCandidate = {
+	note: string | null;
+	transactionType: string | null;
+	condition: string | null;
+	paymentMethod: string | null;
+};
+
+const isProtectedTransaction = (
+	record: ProtectedTransactionCandidate,
+): boolean =>
+	Boolean(record.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) ||
+	isInitialBalanceTransaction(record);
+
 export async function deleteTransactionBulkAction(
 	input: DeleteBulkInput,
 ): Promise<ActionResult> {
@@ -61,6 +76,9 @@ export async function deleteTransactionBulkAction(
 				seriesId: true,
 				period: true,
 				condition: true,
+				transactionType: true,
+				paymentMethod: true,
+				note: true,
 			},
 			where: and(
 				eq(transactions.id, data.id),
@@ -79,6 +97,13 @@ export async function deleteTransactionBulkAction(
 			};
 		}
 
+		if (isProtectedTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos protegidos não podem ser removidos em massa.",
+			};
+		}
+
 		let scopeFilter: ReturnType<typeof and>;
 		let successMessage: string;
 
@@ -171,6 +196,7 @@ export async function updateTransactionBulkAction(
 				purchaseDate: true,
 				payerId: true,
 				cardId: true,
+				note: true,
 			},
 			where: and(
 				eq(transactions.id, data.id),
@@ -189,6 +215,13 @@ export async function updateTransactionBulkAction(
 			};
 		}
 
+		if (isProtectedTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos protegidos não podem ser atualizados em massa.",
+			};
+		}
+
 		const baseUpdatePayload: Record<string, unknown> = {
 			name: data.name,
 			categoryId: data.categoryId ?? null,
@@ -753,6 +786,13 @@ export async function deleteMultipleTransactionsAction(
 			return { success: false, error: "Nenhum lançamento encontrado." };
 		}
 
+		if (existing.some(isProtectedTransaction)) {
+			return {
+				success: false,
+				error: "Lançamentos protegidos não podem ser removidos em massa.",
+			};
+		}
+
 		const linkedAttachments = await db
 			.select({ id: attachments.id, fileKey: attachments.fileKey })
 			.from(transactionAttachments)

src/features/transactions/actions/core.ts

@@ -335,6 +335,12 @@ const baseFields = z.object({
 		.min(1, "Selecione uma quantidade válida.")
 		.max(60, "Selecione uma quantidade válida.")
 		.optional(),
+	startInstallment: z.coerce
+		.number()
+		.int()
+		.min(1, "Selecione uma parcela válida.")
+		.max(60, "Selecione uma parcela válida.")
+		.optional(),
 	recurrenceCount: z.coerce
 		.number()
 		.int()
@@ -415,6 +421,15 @@ const refineLancamento = (
 				path: ["installmentCount"],
 				message: "Selecione pelo menos duas parcelas.",
 			});
+		} else if (
+			data.startInstallment &&
+			data.startInstallment > data.installmentCount
+		) {
+			ctx.addIssue({
+				code: z.ZodIssueCode.custom,
+				path: ["startInstallment"],
+				message: "A parcela inicial não pode ser maior que o total.",
+			});
 		}
 	}
 
@@ -651,24 +666,27 @@ export const buildTransactionRecords = ({
 
 	if (data.condition === "Parcelado") {
 		const installmentTotal = data.installmentCount ?? 0;
+		const startInstallment = data.startInstallment ?? 1;
 		const amountsByShare = shares.map((share) =>
 			splitAmount(share.amountCents, installmentTotal),
 		);
 
 		for (
-			let installment = 0;
-			installment < installmentTotal;
-			installment += 1
+			let index = 0;
+			index <= installmentTotal - startInstallment;
+			index += 1
 		) {
-			const installmentPeriod = addMonthsToPeriod(period, installment);
+			const currentInstallment = startInstallment + index;
+			const installmentPeriod = addMonthsToPeriod(period, index);
 			const installmentDueDate = dueDate
-				? addMonthsToDate(dueDate, installment)
+				? addMonthsToDate(dueDate, index)
 				: null;
 			const splitGroupId = cycleSplitGroupId();
 
 			shares.forEach((share, shareIndex) => {
-				const amountCents = amountsByShare[shareIndex]?.[installment] ?? 0;
-				const settled = resolveSettledValue(installment);
+				const amountCents =
+					amountsByShare[shareIndex]?.[currentInstallment - 1] ?? 0;
+				const settled = resolveSettledValue(index);
 				records.push({
 					...basePayload,
 					amount: centsToDecimalString(amountCents * amountSign),
@@ -677,7 +695,7 @@ export const buildTransactionRecords = ({
 					period: installmentPeriod,
 					isSettled: settled,
 					installmentCount: installmentTotal,
-					currentInstallment: installment + 1,
+					currentInstallment,
 					recurrenceCount: null,
 					dueDate: installmentDueDate,
 					splitGroupId,

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

@@ -8,6 +8,7 @@ import {
 	transactionAttachments,
 	transactions,
 } from "@/db/schema";
+import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
 import { handleActionError } from "@/shared/lib/actions/helpers";
 import { getUser } from "@/shared/lib/auth/server";
 import { db } from "@/shared/lib/db";
@@ -230,13 +231,6 @@ export async function updateTransactionAction(
 				eq(transactions.id, data.id),
 				eq(transactions.userId, user.id),
 			),
-			with: {
-				category: {
-					columns: {
-						name: true,
-					},
-				},
-			},
 		})) as
 			| {
 					id: string;
@@ -248,7 +242,6 @@ export async function updateTransactionAction(
 					accountId: string | null;
 					cardId: string | null;
 					categoryId: string | null;
-					category: { name: string } | null;
 			  }
 			| undefined;
 
@@ -256,14 +249,17 @@ export async function updateTransactionAction(
 			return { success: false, error: "Lançamento não encontrado." };
 		}
 
-		const categoriasProtegidasEdicao = ["Saldo inicial", "Pagamentos"];
-		if (
-			existing.category?.name &&
-			categoriasProtegidasEdicao.includes(existing.category.name)
-		) {
+		if (existing.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) {
 			return {
 				success: false,
-				error: `Lançamentos com a categoria '${existing.category.name}' não podem ser editados.`,
+				error: "Pagamentos automáticos de fatura não podem ser editados.",
+			};
+		}
+
+		if (isInitialBalanceTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos de saldo inicial não podem ser editados.",
 			};
 		}
 
@@ -391,13 +387,6 @@ export async function deleteTransactionAction(
 				eq(transactions.id, data.id),
 				eq(transactions.userId, user.id),
 			),
-			with: {
-				category: {
-					columns: {
-						name: true,
-					},
-				},
-			},
 		})) as
 			| {
 					id: string;
@@ -411,7 +400,6 @@ export async function deleteTransactionAction(
 					period: string;
 					note: string | null;
 					categoryId: string | null;
-					category: { name: string } | null;
 			  }
 			| undefined;
 
@@ -419,14 +407,17 @@ export async function deleteTransactionAction(
 			return { success: false, error: "Lançamento não encontrado." };
 		}
 
-		const categoriasProtegidasRemocao = ["Saldo inicial", "Pagamentos"];
-		if (
-			existing.category?.name &&
-			categoriasProtegidasRemocao.includes(existing.category.name)
-		) {
+		if (existing.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) {
 			return {
 				success: false,
-				error: `Lançamentos com a categoria '${existing.category.name}' não podem ser removidos.`,
+				error: "Pagamentos automáticos de fatura não podem ser removidos.",
+			};
+		}
+
+		if (isInitialBalanceTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos de saldo inicial não podem ser removidos.",
 			};
 		}
 

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

@@ -1,7 +1,13 @@
 "use client";
 
+import { useState } from "react";
 import { TRANSACTION_CONDITIONS } from "@/features/transactions/lib/constants";
 import { Label } from "@/shared/components/ui/label";
+import {
+	Popover,
+	PopoverContent,
+	PopoverTrigger,
+} from "@/shared/components/ui/popover";
 import {
 	Select,
 	SelectContent,
@@ -14,6 +20,61 @@ import { cn } from "@/shared/utils/ui";
 import { ConditionSelectContent } from "../../select-items";
 import type { ConditionSectionProps } from "./transaction-dialog-types";
 
+function InlineStartInstallmentPicker({
+	value,
+	options,
+	onChange,
+}: {
+	value: string;
+	options: number[];
+	onChange: (value: string) => void;
+}) {
+	const [open, setOpen] = useState(false);
+	const selected = Number(value || "1");
+	const selectedLabel =
+		!Number.isNaN(selected) && selected > 0
+			? `${selected}ª parcela`
+			: "1ª parcela";
+	const disabled = options.length === 0;
+
+	return (
+		<div className="ml-1">
+			<span className="text-xs text-muted-foreground">Começar em </span>
+			<Popover modal open={open} onOpenChange={setOpen}>
+				<PopoverTrigger asChild>
+					<button
+						type="button"
+						className="cursor-pointer text-xs text-primary underline-offset-2 hover:underline disabled:cursor-not-allowed disabled:text-muted-foreground disabled:hover:no-underline"
+						disabled={disabled}
+					>
+						{selectedLabel}
+					</button>
+				</PopoverTrigger>
+				<PopoverContent className="w-40 p-1" align="start">
+					<div className="max-h-56 overflow-y-auto">
+						{options.map((option) => (
+							<button
+								key={option}
+								type="button"
+								className={cn(
+									"flex w-full items-center rounded-sm px-2 py-1.5 text-left text-sm hover:bg-accent hover:text-accent-foreground",
+									option === selected && "font-medium text-primary",
+								)}
+								onClick={() => {
+									onChange(String(option));
+									setOpen(false);
+								}}
+							>
+								{option}ª parcela
+							</button>
+						))}
+					</div>
+				</PopoverContent>
+			</Popover>
+		</div>
+	);
+}
+
 export function ConditionSection({
 	formState,
 	onFieldChange,
@@ -37,11 +98,17 @@ export function ConditionSection({
 	const installmentSummary =
 		showInstallments &&
 		formState.installmentCount &&
-		amount &&
 		!Number.isNaN(installmentCount) &&
 		installmentCount > 0
 			? getInstallmentLabel(installmentCount)
 			: null;
+	const startInstallmentOptions =
+		showInstallments &&
+		formState.installmentCount &&
+		!Number.isNaN(installmentCount) &&
+		installmentCount > 0
+			? Array.from({ length: installmentCount }, (_, index) => index + 1)
+			: [];
 
 	return (
 		<div className="flex w-full flex-col gap-2 md:flex-row">
@@ -96,6 +163,11 @@ export function ConditionSection({
 							})}
 						</SelectContent>
 					</Select>
+					<InlineStartInstallmentPicker
+						value={formState.startInstallment}
+						options={startInstallmentOptions}
+						onChange={(value) => onFieldChange("startInstallment", value)}
+					/>
 				</div>
 			) : null}
 

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

@@ -17,6 +17,7 @@ export interface TransactionDialogProps {
 	estabelecimentos: string[];
 	transaction?: TransactionItem;
 	defaultPeriod?: string;
+	defaultAccountId?: string | null;
 	defaultCardId?: string | null;
 	defaultPaymentMethod?: string | null;
 	defaultPurchaseDate?: string | null;

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

@@ -65,6 +65,7 @@ export function TransactionDialog({
 	estabelecimentos,
 	transaction,
 	defaultPeriod,
+	defaultAccountId,
 	defaultCardId,
 	defaultPaymentMethod,
 	defaultPurchaseDate,
@@ -88,6 +89,7 @@ export function TransactionDialog({
 
 	const [formState, setFormState] = useState<FormState>(() =>
 		buildTransactionInitialState(transaction, defaultPayerId, defaultPeriod, {
+			defaultAccountId,
 			defaultCardId,
 			defaultPaymentMethod,
 			defaultPurchaseDate,
@@ -112,6 +114,7 @@ export function TransactionDialog({
 				defaultPayerId,
 				defaultPeriod,
 				{
+					defaultAccountId,
 					defaultCardId,
 					defaultPaymentMethod,
 					defaultPurchaseDate,
@@ -151,6 +154,7 @@ export function TransactionDialog({
 		transaction,
 		defaultPayerId,
 		defaultPeriod,
+		defaultAccountId,
 		defaultCardId,
 		defaultPaymentMethod,
 		defaultPurchaseDate,
@@ -327,6 +331,12 @@ export function TransactionDialog({
 				formState.condition === "Parcelado" && formState.installmentCount
 					? Number(formState.installmentCount)
 					: undefined,
+			startInstallment:
+				mode === "create" &&
+				formState.condition === "Parcelado" &&
+				formState.startInstallment
+					? Number(formState.startInstallment)
+					: undefined,
 			recurrenceCount:
 				formState.condition === "Recorrente" && formState.recurrenceCount
 					? Number(formState.recurrenceCount)

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

@@ -63,6 +63,7 @@ interface TransactionsPageProps {
 	categoryFilterOptions: TransactionFilterOption[];
 	accountCardFilterOptions: AccountCardFilterOption[];
 	selectedPeriod: string;
+	defaultAccountId?: string | null;
 	estabelecimentos: string[];
 	allowCreate?: boolean;
 	noteAsColumn?: boolean;
@@ -96,6 +97,7 @@ export function TransactionsPage({
 	categoryFilterOptions,
 	accountCardFilterOptions,
 	selectedPeriod,
+	defaultAccountId,
 	estabelecimentos,
 	allowCreate = true,
 	noteAsColumn = false,
@@ -562,6 +564,7 @@ export function TransactionsPage({
 				categoryOptions={categoryOptions}
 				estabelecimentos={estabelecimentos}
 				defaultPeriod={selectedPeriod}
+				defaultAccountId={defaultAccountId}
 				defaultCardId={defaultCardId}
 				defaultPaymentMethod={defaultPaymentMethod}
 				lockCardSelection={lockCardSelection}
@@ -585,6 +588,7 @@ export function TransactionsPage({
 				categoryOptions={categoryOptions}
 				estabelecimentos={estabelecimentos}
 				defaultPeriod={selectedPeriod}
+				defaultAccountId={defaultAccountId}
 				defaultCardId={defaultCardId}
 				defaultPaymentMethod={defaultPaymentMethod}
 				lockCardSelection={lockCardSelection}
@@ -648,6 +652,7 @@ export function TransactionsPage({
 				estabelecimentos={estabelecimentos}
 				transaction={transactionToCopy ?? undefined}
 				defaultPeriod={selectedPeriod}
+				defaultAccountId={defaultAccountId}
 				maxSizeMb={attachmentMaxSizeMb}
 			/>
 
@@ -669,6 +674,7 @@ export function TransactionsPage({
 				estabelecimentos={estabelecimentos}
 				transaction={transactionToImport ?? undefined}
 				defaultPeriod={selectedPeriod}
+				defaultAccountId={defaultAccountId}
 				isImporting={true}
 				maxSizeMb={attachmentMaxSizeMb}
 			/>
@@ -697,6 +703,7 @@ export function TransactionsPage({
 				estabelecimentos={estabelecimentos}
 				transaction={selectedTransaction ?? undefined}
 				defaultPeriod={selectedPeriod}
+				defaultAccountId={defaultAccountId}
 				onBulkEditRequest={handleBulkEditRequest}
 				onSplitEditRequest={handleSplitEditRequest}
 				maxSizeMb={attachmentMaxSizeMb}

src/features/transactions/components/shared/anticipation-card.tsx

@@ -1,6 +1,6 @@
 "use client";
 
-import { RiCalendarCheckLine, RiCloseLine, RiEyeLine } from "@remixicon/react";
+import { RiCalendarCheckLine } from "@remixicon/react";
 import { format } from "date-fns";
 import { ptBR } from "date-fns/locale";
 import { useTransition } from "react";
@@ -164,16 +164,14 @@ export function AnticipationCard({
 					onClick={handleViewLancamento}
 					disabled={isPending}
 				>
-					<RiEyeLine className="mr-2 size-4" />
-					Ver Lançamento
+					Cancelar
 				</Button>
 
 				{canCancel && (
 					<ConfirmActionDialog
 						trigger={
 							<Button variant="destructive" size="sm" disabled={isPending}>
-								<RiCloseLine className="mr-2 size-4" />
-								Cancelar Antecipação
+								Desfazer Antecipação
 							</Button>
 						}
 						title="Cancelar antecipação?"

src/features/transactions/components/table/transactions-columns.tsx

@@ -426,7 +426,7 @@ function buildColumns({
 				const initial = displayName.charAt(0).toUpperCase() || "?";
 				const content = (
 					<>
-						<Avatar className="size-7">
+						<Avatar className="size-8">
 							<AvatarImage src={avatarSrc} alt={`Avatar de ${label}`} />
 							<AvatarFallback className="text-xs font-medium uppercase">
 								{initial}
@@ -477,15 +477,21 @@ function buildColumns({
 				const content = (
 					<span className="inline-flex items-center gap-2">
 						{logoSrc && (
-							<Image
-								src={logoSrc}
-								alt={`Logo de ${label}`}
-								width={30}
-								height={30}
-								className="rounded-full"
-							/>
+							<Avatar className="size-8">
+								<AvatarImage src={logoSrc} alt={`Logo de ${label}`} />
+								<AvatarFallback className="text-xs font-medium uppercase">
+									{label}
+								</AvatarFallback>
+							</Avatar>
 						)}
-						<span className="truncate">{label}</span>
+						<span
+							className={cn(
+								"truncate underline-offset-2",
+								isOwnData && href && "group-hover:underline",
+							)}
+						>
+							{label}
+						</span>
 					</span>
 				);
 
@@ -503,7 +509,7 @@ function buildColumns({
 				return (
 					<Tooltip>
 						<TooltipTrigger asChild>
-							<Link href={href} className="hover:underline">
+							<Link href={href} className="group">
 								{content}
 							</Link>
 						</TooltipTrigger>
@@ -654,14 +660,14 @@ function buildColumns({
 									Editar
 								</DropdownMenuItem>
 							)}
-							{row.original.categoriaName !== "Pagamentos" &&
+							{!row.original.readonly &&
 								row.original.userId === currentUserId && (
 									<DropdownMenuItem onSelect={() => handleCopy(row.original)}>
 										<RiFileCopyLine className="size-4" />
 										Copiar
 									</DropdownMenuItem>
 								)}
-							{row.original.categoriaName !== "Pagamentos" &&
+							{!row.original.readonly &&
 								row.original.userId !== currentUserId && (
 									<DropdownMenuItem onSelect={() => handleImport(row.original)}>
 										<RiFileCopyLine className="size-4" />

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

@@ -174,7 +174,7 @@ export function TransactionsTable({
 			: getPaginationRowModel(),
 		manualPagination: isServerPaginated,
 		pageCount: serverPagination?.totalPages,
-		enableRowSelection: true,
+		enableRowSelection: (row) => !row.original.readonly,
 	});
 
 	const rowModel = table.getRowModel();

src/features/transactions/lib/form-helpers.ts

@@ -80,6 +80,7 @@ export type TransactionFormState = {
 	cardId: string | undefined;
 	categoryId: string | undefined;
 	installmentCount: string;
+	startInstallment: string;
 	recurrenceCount: string;
 	dueDate: string;
 	boletoPaymentDate: string;
@@ -92,6 +93,7 @@ export type TransactionFormState = {
  */
 type TransactionFormOverrides = {
 	defaultCardId?: string | null;
+	defaultAccountId?: string | null;
 	defaultPaymentMethod?: string | null;
 	defaultPurchaseDate?: string | null;
 	defaultName?: string | null;
@@ -178,7 +180,9 @@ export function buildTransactionInitialState(
 				? undefined
 				: isImporting
 					? undefined
-					: (transaction?.accountId ?? undefined),
+					: (transaction?.accountId ??
+						overrides?.defaultAccountId ??
+						undefined),
 		cardId:
 			paymentMethod === "Cartão de crédito"
 				? isImporting
@@ -191,6 +195,12 @@ export function buildTransactionInitialState(
 		installmentCount: transaction?.installmentCount
 			? String(transaction.installmentCount)
 			: "",
+		startInstallment:
+			isImporting &&
+			transaction?.condition === "Parcelado" &&
+			transaction.currentInstallment
+				? String(transaction.currentInstallment)
+				: "1",
 		recurrenceCount: transaction?.recurrenceCount
 			? String(transaction.recurrenceCount)
 			: "",
@@ -252,12 +262,25 @@ export function applyFieldDependencies(
 	if (key === "condition" && typeof value === "string") {
 		if (value !== "Parcelado") {
 			updates.installmentCount = "";
+			updates.startInstallment = "1";
 		}
 		if (value !== "Recorrente") {
 			updates.recurrenceCount = "";
 		}
 	}
 
+	if (key === "installmentCount" && typeof value === "string" && value) {
+		const nextCount = Number.parseInt(value, 10);
+		const currentStart = Number.parseInt(currentState.startInstallment, 10);
+		if (
+			!Number.isNaN(nextCount) &&
+			!Number.isNaN(currentStart) &&
+			currentStart > nextCount
+		) {
+			updates.startInstallment = String(nextCount);
+		}
+	}
+
 	// When payment method changes, adjust related fields
 	if (key === "paymentMethod" && typeof value === "string") {
 		if (value === "Cartão de crédito") {

src/features/transactions/lib/page-helpers.ts

@@ -27,7 +27,13 @@ import {
 	TRANSACTION_CONDITIONS,
 	TRANSACTION_TYPES,
 } from "@/features/transactions/lib/constants";
-import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
+import {
+	ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
+	INITIAL_BALANCE_CONDITION,
+	INITIAL_BALANCE_NOTE,
+	INITIAL_BALANCE_PAYMENT_METHOD,
+	INITIAL_BALANCE_TRANSACTION_TYPE,
+} from "@/shared/lib/accounts/constants";
 import {
 	PAYER_ROLE_ADMIN,
 	PAYER_ROLE_THIRD_PARTY,
@@ -551,8 +557,10 @@ export const mapTransactionsData = (rows: TransactionRowWithRelations[]) =>
 		hasAttachments: item.hasAttachments ?? false,
 		readonly:
 			Boolean(item.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) ||
-			item.category?.name === "Saldo inicial" ||
-			item.category?.name === "Pagamentos",
+			(item.note === INITIAL_BALANCE_NOTE &&
+				item.transactionType === INITIAL_BALANCE_TRANSACTION_TYPE &&
+				item.condition === INITIAL_BALANCE_CONDITION &&
+				item.paymentMethod === INITIAL_BALANCE_PAYMENT_METHOD),
 	}));
 
 const sortByLabel = <T extends { label: string }>(items: T[]) =>