feat(reports): melhora notas, calendario e analises

lib/notes/formatters.ts

@@ -0,0 +1,51 @@
+type NoteTasksSummaryInput = {
+	type: string;
+	tasks?: Array<{ completed: boolean }> | null;
+};
+
+const NOTE_CREATED_AT_FORMATTER = new Intl.DateTimeFormat("pt-BR", {
+	dateStyle: "medium",
+});
+
+const NOTE_CREATED_AT_LONG_FORMATTER = new Intl.DateTimeFormat("pt-BR", {
+	dateStyle: "long",
+	timeStyle: "short",
+});
+
+const parseNoteDate = (value: string | Date | null | undefined) => {
+	if (!value) {
+		return null;
+	}
+
+	const parsed = value instanceof Date ? value : new Date(value);
+	return Number.isNaN(parsed.getTime()) ? null : parsed;
+};
+
+export const buildNoteDisplayTitle = (value: string | null | undefined) => {
+	const trimmed = value?.trim() ?? "";
+	return trimmed.length > 0 ? trimmed : "Anotação sem título";
+};
+
+export const getNoteTasksSummary = (note: NoteTasksSummaryInput) => {
+	if (note.type !== "tarefa") {
+		return "Nota";
+	}
+
+	const tasks = note.tasks ?? [];
+	const completed = tasks.filter((task) => task.completed).length;
+	return `${completed}/${tasks.length} concluídas`;
+};
+
+export const formatNoteCreatedAt = (
+	value: string | Date | null | undefined,
+) => {
+	const parsed = parseNoteDate(value);
+	return parsed ? NOTE_CREATED_AT_FORMATTER.format(parsed) : null;
+};
+
+export const formatNoteCreatedAtLong = (
+	value: string | Date | null | undefined,
+) => {
+	const parsed = parseNoteDate(value);
+	return parsed ? NOTE_CREATED_AT_LONG_FORMATTER.format(parsed) : null;
+};

lib/relatorios/cartoes-report.ts

@@ -20,8 +20,13 @@ import {
 } from "@/db/schema";
 import { db } from "@/lib/db";
 import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
+import { formatDateOnly } from "@/lib/utils/date";
 import { safeToNumber } from "@/lib/utils/number";
-import { getPreviousPeriod } from "@/lib/utils/period";
+import {
+	buildPeriodWindow,
+	formatCompactPeriodLabel,
+	getPreviousPeriod,
+} from "@/lib/utils/period";
 
 const DESPESA = "Despesa";
 
@@ -75,6 +80,49 @@ export type CartoesReportData = {
 	selectedCard: CardDetailData | null;
 };
 
+type CardRow = {
+	id: string;
+	name: string;
+	brand: string | null;
+	logo: string | null;
+	limit: unknown;
+	status: string;
+};
+
+type CardUsageRow = {
+	cartaoId: string | null;
+	totalAmount: unknown;
+};
+
+type MonthlyUsageRow = {
+	period: string;
+	totalAmount: unknown;
+};
+
+type CategoryAmountRow = {
+	categoriaId: string | null;
+	totalAmount: unknown;
+};
+
+type CategoryInfoRow = {
+	id: string;
+	name: string;
+	icon: string | null;
+};
+
+type TopExpenseRow = {
+	id: string;
+	name: string;
+	amount: unknown;
+	purchaseDate: Date | string | null;
+	categoriaId: string | null;
+};
+
+type InvoiceStatusRow = {
+	period: string;
+	status: string | null;
+};
+
 export async function fetchCartoesReportData(
 	userId: string,
 	currentPeriod: string,
@@ -83,7 +131,7 @@ export async function fetchCartoesReportData(
 	const previousPeriod = getPreviousPeriod(currentPeriod);
 
 	// Fetch all active cards (not inactive)
-	const allCards = await db
+	const allCards = (await db
 		.select({
 			id: cartoes.id,
 			name: cartoes.name,
@@ -95,7 +143,7 @@ export async function fetchCartoesReportData(
 		.from(cartoes)
 		.where(
 			and(eq(cartoes.userId, userId), not(ilike(cartoes.status, "inativo"))),
-		);
+		)) as CardRow[];
 
 	if (allCards.length === 0) {
 		return {
@@ -110,7 +158,7 @@ export async function fetchCartoesReportData(
 	const cardIds = allCards.map((c) => c.id);
 
 	// Fetch current period usage by card (recorrente só conta quando a data da ocorrência já passou)
-	const currentUsageData = await db
+	const currentUsageData = (await db
 		.select({
 			cartaoId: lancamentos.cartaoId,
 			totalAmount: sum(lancamentos.amount).as("total"),
@@ -130,10 +178,10 @@ export async function fetchCartoesReportData(
 				),
 			),
 		)
-		.groupBy(lancamentos.cartaoId);
+		.groupBy(lancamentos.cartaoId)) as CardUsageRow[];
 
 	// Fetch previous period usage by card
-	const previousUsageData = await db
+	const previousUsageData = (await db
 		.select({
 			cartaoId: lancamentos.cartaoId,
 			totalAmount: sum(lancamentos.amount).as("total"),
@@ -149,7 +197,7 @@ export async function fetchCartoesReportData(
 				inArray(lancamentos.cartaoId, cardIds),
 			),
 		)
-		.groupBy(lancamentos.cartaoId);
+		.groupBy(lancamentos.cartaoId)) as CardUsageRow[];
 
 	const currentUsageMap = new Map<string, number>();
 	for (const row of currentUsageData) {
@@ -246,32 +294,12 @@ async function fetchCardDetail(
 	currentPeriod: string,
 ): Promise<CardDetailData> {
 	// Build period range for last 12 months
-	const periods: string[] = [];
-	let p = currentPeriod;
-	for (let i = 0; i < 12; i++) {
-		periods.unshift(p);
-		p = getPreviousPeriod(p);
-	}
+	const periods = buildPeriodWindow(currentPeriod, 12);
 
 	const startPeriod = periods[0];
 
-	const monthLabels = [
-		"Jan",
-		"Fev",
-		"Mar",
-		"Abr",
-		"Mai",
-		"Jun",
-		"Jul",
-		"Ago",
-		"Set",
-		"Out",
-		"Nov",
-		"Dez",
-	];
-
 	// Fetch monthly usage
-	const monthlyData = await db
+	const monthlyData = (await db
 		.select({
 			period: lancamentos.period,
 			totalAmount: sum(lancamentos.amount).as("total"),
@@ -289,20 +317,19 @@ async function fetchCardDetail(
 			),
 		)
 		.groupBy(lancamentos.period)
-		.orderBy(lancamentos.period);
+		.orderBy(lancamentos.period)) as MonthlyUsageRow[];
 
 	const monthlyUsage = periods.map((period) => {
 		const data = monthlyData.find((d) => d.period === period);
-		const [year, month] = period.split("-");
 		return {
 			period,
-			periodLabel: `${monthLabels[parseInt(month, 10) - 1]}/${year.slice(2)}`,
+			periodLabel: formatCompactPeriodLabel(period),
 			amount: Math.abs(safeToNumber(data?.totalAmount)),
 		};
 	});
 
 	// Fetch category breakdown for current period
-	const categoryData = await db
+	const categoryData = (await db
 		.select({
 			categoriaId: lancamentos.categoriaId,
 			totalAmount: sum(lancamentos.amount).as("total"),
@@ -318,7 +345,7 @@ async function fetchCardDetail(
 				eq(lancamentos.transactionType, DESPESA),
 			),
 		)
-		.groupBy(lancamentos.categoriaId);
+		.groupBy(lancamentos.categoriaId)) as CategoryAmountRow[];
 
 	// Fetch category names
 	const categoryIds = categoryData
@@ -327,15 +354,15 @@ async function fetchCardDetail(
 
 	const categoryNames =
 		categoryIds.length > 0
-			? await db
+			? ((await db
 					.select({
 						id: categorias.id,
 						name: categorias.name,
 						icon: categorias.icon,
 					})
 					.from(categorias)
-					.where(inArray(categorias.id, categoryIds))
-			: [];
+					.where(inArray(categorias.id, categoryIds))) as CategoryInfoRow[])
+			: ([] as CategoryInfoRow[]);
 
 	const categoryNameMap = new Map(categoryNames.map((c) => [c.id, c]));
 
@@ -363,7 +390,7 @@ async function fetchCardDetail(
 		.slice(0, 10);
 
 	// Fetch top expenses for current period
-	const topExpensesData = await db
+	const topExpensesData = (await db
 		.select({
 			id: lancamentos.id,
 			name: lancamentos.name,
@@ -383,7 +410,7 @@ async function fetchCardDetail(
 			),
 		)
 		.orderBy(lancamentos.amount)
-		.limit(10);
+		.limit(10)) as TopExpenseRow[];
 
 	const topExpenses = topExpensesData.map((expense) => {
 		const catInfo = expense.categoriaId
@@ -393,15 +420,18 @@ async function fetchCardDetail(
 			id: expense.id,
 			name: expense.name,
 			amount: Math.abs(safeToNumber(expense.amount)),
-			date: expense.purchaseDate
-				? new Date(expense.purchaseDate).toLocaleDateString("pt-BR")
-				: "",
+			date:
+				formatDateOnly(expense.purchaseDate, {
+					day: "2-digit",
+					month: "2-digit",
+					year: "numeric",
+				}) ?? "",
 			category: catInfo?.name || null,
 		};
 	});
 
 	// Fetch invoice status for last 6 months
-	const invoiceData = await db
+	const invoiceData = (await db
 		.select({
 			period: faturas.period,
 			status: faturas.paymentStatus,
@@ -415,7 +445,7 @@ async function fetchCardDetail(
 				lte(faturas.period, currentPeriod),
 			),
 		)
-		.orderBy(faturas.period);
+		.orderBy(faturas.period)) as InvoiceStatusRow[];
 
 	const invoiceStatus = periods.map((period) => {
 		const invoice = invoiceData.find((i) => i.period === period);

lib/relatorios/fetch-category-chart-data.ts

@@ -1,11 +1,10 @@
-import { format } from "date-fns";
-import { ptBR } from "date-fns/locale";
 import { and, eq, inArray, isNull, or, sql } from "drizzle-orm";
 import { categorias, lancamentos } from "@/db/schema";
 import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/lib/contas/constants";
-import { toNumber } from "@/lib/dashboard/common";
 import { db } from "@/lib/db";
 import { getAdminPagadorId } from "@/lib/pagadores/get-admin-id";
+import { safeToNumber as toNumber } from "@/lib/utils/number";
+import { formatPeriodMonthShort } from "@/lib/utils/period";
 import { generatePeriodRange } from "./utils";
 
 export type CategoryChartData = {
@@ -127,13 +126,7 @@ export async function fetchCategoryChartData(
 	}
 
 	const chartData = periods.map((period) => {
-		const [year, month] = period.split("-");
-		const date = new Date(
-			Number.parseInt(year, 10),
-			Number.parseInt(month, 10) - 1,
-			1,
-		);
-		const monthLabel = format(date, "MMM", { locale: ptBR }).toUpperCase();
+		const monthLabel = formatPeriodMonthShort(period).toUpperCase();
 
 		const dataPoint: { month: string; [key: string]: number | string } = {
 			month: monthLabel,
@@ -146,15 +139,9 @@ export async function fetchCategoryChartData(
 		return dataPoint;
 	});
 
-	const months = periods.map((period) => {
-		const [year, month] = period.split("-");
-		const date = new Date(
-			Number.parseInt(year, 10),
-			Number.parseInt(month, 10) - 1,
-			1,
-		);
-		return format(date, "MMM", { locale: ptBR }).toUpperCase();
-	});
+	const months = periods.map((period) =>
+		formatPeriodMonthShort(period).toUpperCase(),
+	);
 
 	const categories = Array.from(categoryMap.values()).map((cat) => ({
 		id: cat.id,

lib/relatorios/fetch-category-report.ts

@@ -1,9 +1,9 @@
 import { and, eq, inArray, isNull, or, sql } from "drizzle-orm";
 import { categorias, lancamentos } from "@/db/schema";
 import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/lib/contas/constants";
-import { toNumber } from "@/lib/dashboard/common";
 import { db } from "@/lib/db";
 import { getAdminPagadorId } from "@/lib/pagadores/get-admin-id";
+import { safeToNumber as toNumber } from "@/lib/utils/number";
 import type {
 	CategoryReportData,
 	CategoryReportFilters,

lib/relatorios/types.ts

@@ -1,52 +1,7 @@
-/**
- * Types for Category Report feature
- */
-
-/**
- * Monthly data for a specific category in a specific period
- */
-export type MonthlyData = {
-	period: string; // Format: "YYYY-MM"
-	amount: number; // Total amount for this category in this period
-	previousAmount: number; // Amount from previous period (for comparison)
-	percentageChange: number | null; // Percentage change from previous period
-};
-
-/**
- * Single category item in the report
- */
-export type CategoryReportItem = {
-	categoryId: string;
-	name: string;
-	icon: string | null;
-	type: "despesa" | "receita";
-	monthlyData: Map<string, MonthlyData>; // Key: period (YYYY-MM)
-	total: number; // Total across all periods
-};
-
-/**
- * Complete category report data structure
- */
-export type CategoryReportData = {
-	categories: CategoryReportItem[]; // All categories with their data
-	periods: string[]; // All periods in the report (sorted chronologically)
-	totals: Map<string, number>; // Total per period across all categories
-	grandTotal: number; // Total of all categories and all periods
-};
-
-/**
- * Filters for category report query
- */
-export type CategoryReportFilters = {
-	startPeriod: string; // Format: "YYYY-MM"
-	endPeriod: string; // Format: "YYYY-MM"
-	categoryIds?: string[]; // Optional: filter by specific categories
-};
-
-/**
- * Validation result for date range
- */
-export type DateRangeValidation = {
-	isValid: boolean;
-	error?: string;
-};
+export type {
+	CategoryReportData,
+	CategoryReportFilters,
+	CategoryReportItem,
+	DateRangeValidation,
+	MonthlyData,
+} from "@/lib/types/relatorios";

lib/relatorios/utils.ts

@@ -1,6 +1,11 @@
+import type { DateRangeValidation } from "@/lib/types/relatorios";
 import { calculatePercentageChange } from "@/lib/utils/math";
-import { buildPeriodRange, MONTH_NAMES, parsePeriod } from "@/lib/utils/period";
-import type { DateRangeValidation } from "./types";
+import { formatPercentageChange as formatPercentageChangeValue } from "@/lib/utils/percentage";
+import {
+	buildPeriodRange,
+	formatShortPeriodLabel,
+	parsePeriod,
+} from "@/lib/utils/period";
 
 // Re-export for convenience
 export { calculatePercentageChange };
@@ -14,14 +19,8 @@ export { calculatePercentageChange };
  */
 export function formatPeriodLabel(period: string): string {
 	try {
-		const { year, month } = parsePeriod(period);
-		const monthName = MONTH_NAMES[month - 1];
-
-		// Capitalize first letter and take first 3 chars
-		const shortMonth =
-			monthName.charAt(0).toUpperCase() + monthName.slice(1, 3);
-
-		return `${shortMonth}/${year}`;
+		parsePeriod(period);
+		return formatShortPeriodLabel(period);
 	} catch {
 		return period; // Return original if parsing fails
 	}
@@ -102,14 +101,5 @@ export function validateDateRange(
  * @returns Formatted percentage string
  */
 export function formatPercentageChange(change: number | null): string {
-	if (change === null) return "-";
-
-	const absChange = Math.abs(change);
-	const sign = change >= 0 ? "+" : "-";
-
-	// Use one decimal place if less than 10%
-	const formatted =
-		absChange < 10 ? absChange.toFixed(1) : Math.round(absChange).toString();
-
-	return `${sign}${formatted}%`;
+	return formatPercentageChangeValue(change);
 }

lib/utils/calendario.ts

@@ -0,0 +1,61 @@
+import type { CalendarDay, CalendarEvent } from "@/lib/types/calendario";
+import { toDateOnlyString } from "@/lib/utils/date";
+
+export const formatDateKey = (date: Date) => toDateOnlyString(date) ?? "";
+
+const getWeekdayIndex = (date: Date) => {
+	const day = date.getUTCDay(); // 0 (domingo) - 6 (sábado)
+	// Ajusta para segunda-feira como primeiro dia
+	return day === 0 ? 6 : day - 1;
+};
+
+export const buildCalendarDays = ({
+	year,
+	monthIndex,
+	events,
+}: {
+	year: number;
+	monthIndex: number;
+	events: Map<string, CalendarEvent[]>;
+}): CalendarDay[] => {
+	const startOfMonth = new Date(Date.UTC(year, monthIndex, 1));
+	const offset = getWeekdayIndex(startOfMonth);
+	const startDate = new Date(Date.UTC(year, monthIndex, 1 - offset));
+	const totalCells = 42; // 6 semanas
+	const now = new Date();
+	const todayKey = formatDateKey(
+		new Date(Date.UTC(now.getFullYear(), now.getMonth(), now.getDate())),
+	);
+
+	const days: CalendarDay[] = [];
+
+	for (let index = 0; index < totalCells; index += 1) {
+		const currentDate = new Date(startDate);
+		currentDate.setUTCDate(startDate.getUTCDate() + index);
+
+		const dateKey = formatDateKey(currentDate);
+		const isCurrentMonth = currentDate.getUTCMonth() === monthIndex;
+		const dateLabel = currentDate.getUTCDate().toString();
+		const eventsForDay = events.get(dateKey) ?? [];
+
+		days.push({
+			date: dateKey,
+			label: dateLabel,
+			isCurrentMonth,
+			isToday: dateKey === todayKey,
+			events: eventsForDay,
+		});
+	}
+
+	return days;
+};
+
+export const WEEK_DAYS_SHORT = [
+	"Seg",
+	"Ter",
+	"Qua",
+	"Qui",
+	"Sex",
+	"Sáb",
+	"Dom",
+];