feat(reports): melhora notas, calendario e analises

2026-05-09 11:01:45 +00:00 · 2026-03-09 17:14:04 +00:00
parent ada1377640
commit 6205dee42a
35 changed files with 429 additions and 590 deletions
--- a/app/(dashboard)/anotacoes/actions.ts
+++ b/app/(dashboard)/anotacoes/actions.ts
@@ -4,7 +4,7 @@ import { and, eq } from "drizzle-orm";
 import { z } from "zod";
 import { anotacoes } from "@/db/schema";
 import { handleActionError, revalidateForEntity } from "@/lib/actions/helpers";
-import type { ActionResult } from "@/lib/actions/types";
+import type { ActionResult } from "@/lib/types/actions";
 import { getUser } from "@/lib/auth/server";
 import { db } from "@/lib/db";
 import { uuidSchema } from "@/lib/schemas/common";
--- a/app/(dashboard)/calendario/data.ts
+++ b/app/(dashboard)/calendario/data.ts
@@ -1,9 +1,5 @@
 import { and, eq, gte, lte, ne, or } from "drizzle-orm";
 import { getRecentEstablishmentsAction } from "@/app/(dashboard)/lancamentos/actions";
-import type {
-	CalendarData,
-	CalendarEvent,
-} from "@/components/calendario/types";
 import { cartoes, lancamentos } from "@/db/schema";
 import { db } from "@/lib/db";
 import {
@@ -13,24 +9,13 @@ import {
 	mapLancamentosData,
 } from "@/lib/lancamentos/page-helpers";
 import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
+import type { CalendarData, CalendarEvent } from "@/lib/types/calendario";
+import { formatDateKey } from "@/lib/utils/calendario";
+import { parsePeriod } from "@/lib/utils/period";

 const PAYMENT_METHOD_BOLETO = "Boleto";
 const TRANSACTION_TYPE_TRANSFERENCIA = "Transferência";

-const toDateKey = (date: Date) => date.toISOString().slice(0, 10);
-
-const parsePeriod = (period: string) => {
-	const [yearStr, monthStr] = period.split("-");
-	const year = Number.parseInt(yearStr ?? "", 10);
-	const month = Number.parseInt(monthStr ?? "", 10);
-
-	if (Number.isNaN(year) || Number.isNaN(month) || month < 1 || month > 12) {
-		throw new Error(`Período inválido: ${period}`);
-	}
-
-	return { year, monthIndex: month - 1 };
-};
-
 const clampDayInMonth = (year: number, monthIndex: number, day: number) => {
 	const lastDay = new Date(Date.UTC(year, monthIndex + 1, 0)).getUTCDate();
 	if (day < 1) return 1;
@@ -52,11 +37,12 @@ export const fetchCalendarData = async ({
 	userId,
 	period,
 }: FetchCalendarDataParams): Promise<CalendarData> => {
-	const { year, monthIndex } = parsePeriod(period);
+	const { year, month } = parsePeriod(period);
+	const monthIndex = month - 1;
 	const rangeStart = new Date(Date.UTC(year, monthIndex, 1));
 	const rangeEnd = new Date(Date.UTC(year, monthIndex + 1, 0));
-	const rangeStartKey = toDateKey(rangeStart);
-	const rangeEndKey = toDateKey(rangeEnd);
+	const rangeStartKey = formatDateKey(rangeStart);
+	const rangeEndKey = formatDateKey(rangeEnd);

 	const [lancamentoRows, cardRows, filterSources] = await Promise.all([
 		db.query.lancamentos.findMany({
@@ -161,7 +147,7 @@ export const fetchCalendarData = async ({
 		}

 		const normalizedDay = clampDayInMonth(year, monthIndex, dueDayNumber);
-		const dueDateKey = toDateKey(
+		const dueDateKey = formatDateKey(
 			new Date(Date.UTC(year, monthIndex, normalizedDay)),
 		);

--- a/app/(dashboard)/calendario/page.tsx
+++ b/app/(dashboard)/calendario/page.tsx
@@ -1,11 +1,11 @@
 import { MonthlyCalendar } from "@/components/calendario/monthly-calendar";
-import type { CalendarPeriod } from "@/components/calendario/types";
 import MonthNavigation from "@/components/month-picker/month-navigation";
 import { getUserId } from "@/lib/auth/server";
 import {
 	getSingleParam,
 	type ResolvedSearchParams,
 } from "@/lib/lancamentos/page-helpers";
+import type { CalendarPeriod } from "@/lib/types/calendario";
 import { parsePeriodParam } from "@/lib/utils/period";
 import { fetchCalendarData } from "./data";

--- a/app/(dashboard)/relatorios/tendencias/page.tsx
+++ b/app/(dashboard)/relatorios/tendencias/page.tsx
@@ -8,7 +8,7 @@ import type { Categoria } from "@/db/schema";
 import { getUserId } from "@/lib/auth/server";
 import { fetchCategoryChartData } from "@/lib/relatorios/fetch-category-chart-data";
 import { fetchCategoryReport } from "@/lib/relatorios/fetch-category-report";
-import type { CategoryReportFilters } from "@/lib/relatorios/types";
+import type { CategoryReportFilters } from "@/lib/types/relatorios";
 import { validateDateRange } from "@/lib/relatorios/utils";
 import { addMonthsToPeriod, getCurrentPeriod } from "@/lib/utils/period";
 import { fetchUserCategories } from "./data";
--- a/components/anotacoes/note-card.tsx
+++ b/components/anotacoes/note-card.tsx
@@ -8,15 +8,11 @@ import {
 	RiInboxUnarchiveLine,
 	RiPencilLine,
 } from "@remixicon/react";
-import { useMemo } from "react";
 import { Badge } from "@/components/ui/badge";
 import { Card, CardContent, CardFooter } from "@/components/ui/card";
+import { buildNoteDisplayTitle } from "@/lib/notes/formatters";
 import { type Note, sortTasksByStatus } from "./types";

-const DATE_FORMATTER = new Intl.DateTimeFormat("pt-BR", {
-	dateStyle: "medium",
-});
-
 interface NoteCardProps {
 	note: Note;
 	onEdit?: (note: Note) => void;
@@ -34,20 +30,10 @@ export function NoteCard({
 	onArquivar,
 	isArquivadas = false,
 }: NoteCardProps) {
-	const { displayTitle } = useMemo(() => {
-		const resolvedTitle = note.title.trim().length
-			? note.title
-			: "Anotação sem título";
-
-		return {
-			displayTitle: resolvedTitle,
-			formattedDate: DATE_FORMATTER.format(new Date(note.createdAt)),
-		};
-	}, [note.createdAt, note.title]);
-
+	const displayTitle = buildNoteDisplayTitle(note.title);
 	const isTask = note.type === "tarefa";
 	const tasks = note.tasks || [];
-	const sortedTasks = useMemo(() => sortTasksByStatus(tasks), [tasks]);
+	const sortedTasks = sortTasksByStatus(tasks);
 	const completedCount = tasks.filter((t) => t.completed).length;
 	const totalCount = tasks.length;

--- a/components/anotacoes/note-details-dialog.tsx
+++ b/components/anotacoes/note-details-dialog.tsx
@@ -1,7 +1,6 @@
 "use client";

 import { RiCheckLine } from "@remixicon/react";
-import { useMemo } from "react";
 import { Badge } from "@/components/ui/badge";
 import { Button } from "@/components/ui/button";
 import {
@@ -13,14 +12,13 @@ import {
 	DialogHeader,
 	DialogTitle,
 } from "@/components/ui/dialog";
+import {
+	buildNoteDisplayTitle,
+	formatNoteCreatedAtLong,
+} from "@/lib/notes/formatters";
 import { Card } from "../ui/card";
 import { type Note, sortTasksByStatus } from "./types";

-const DATE_FORMATTER = new Intl.DateTimeFormat("pt-BR", {
-	dateStyle: "long",
-	timeStyle: "short",
-});
-
 interface NoteDetailsDialogProps {
 	note: Note | null;
 	open: boolean;
@@ -32,26 +30,14 @@ export function NoteDetailsDialog({
 	open,
 	onOpenChange,
 }: NoteDetailsDialogProps) {
-	const { formattedDate, displayTitle } = useMemo(() => {
-		if (!note) {
-			return { formattedDate: "", displayTitle: "" };
-		}
-
-		const title = note.title.trim().length ? note.title : "Anotação sem título";
-
-		return {
-			formattedDate: DATE_FORMATTER.format(new Date(note.createdAt)),
-			displayTitle: title,
-		};
-	}, [note]);
-
-	const tasks = note?.tasks || [];
-	const sortedTasks = useMemo(() => sortTasksByStatus(tasks), [tasks]);
-
 	if (!note) {
 		return null;
 	}

+	const formattedDate = formatNoteCreatedAtLong(note.createdAt) ?? "";
+	const displayTitle = buildNoteDisplayTitle(note.title);
+	const tasks = note.tasks || [];
+	const sortedTasks = sortTasksByStatus(tasks);
 	const isTask = note.type === "tarefa";
 	const completedCount = tasks.filter((t) => t.completed).length;
 	const totalCount = tasks.length;
--- a/components/anotacoes/notes-page.tsx
+++ b/components/anotacoes/notes-page.tsx
@@ -1,13 +1,13 @@
 "use client";

 import { RiAddCircleLine, RiTodoLine } from "@remixicon/react";
-import { useCallback, useMemo, useState } from "react";
+import { useMemo, useState } from "react";
 import { toast } from "sonner";
 import {
 	arquivarAnotacaoAction,
 	deleteNoteAction,
 } from "@/app/(dashboard)/anotacoes/actions";
-import { ConfirmActionDialog } from "@/components/confirm-action-dialog";
+import { ConfirmActionDialog } from "@/components/shared/confirm-action-dialog";
 import { EmptyState } from "@/components/shared/empty-state";
 import { Button } from "@/components/ui/button";
 import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
@@ -34,76 +34,78 @@ export function NotesPage({ notes, archivedNotes }: NotesPageProps) {
 	const [arquivarOpen, setArquivarOpen] = useState(false);
 	const [noteToArquivar, setNoteToArquivar] = useState<Note | null>(null);

-	const sortNotes = useCallback(
-		(list: Note[]) =>
-			[...list].sort(
+	const sortedNotes = useMemo(
+		() =>
+			[...notes].sort(
 				(a, b) =>
 					new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime(),
 			),
-		[],
+		[notes],
 	);
-
-	const sortedNotes = useMemo(() => sortNotes(notes), [notes, sortNotes]);
 	const sortedArchivedNotes = useMemo(
-		() => sortNotes(archivedNotes),
-		[archivedNotes, sortNotes],
+		() =>
+			[...archivedNotes].sort(
+				(a, b) =>
+					new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime(),
+			),
+		[archivedNotes],
 	);

 	const isArquivadas = activeTab === "arquivadas";

-	const handleCreateOpenChange = useCallback((open: boolean) => {
+	const handleCreateOpenChange = (open: boolean) => {
 		setCreateOpen(open);
-	}, []);
+	};

-	const handleEditOpenChange = useCallback((open: boolean) => {
+	const handleEditOpenChange = (open: boolean) => {
 		setEditOpen(open);
 		if (!open) {
 			setNoteToEdit(null);
 		}
-	}, []);
+	};

-	const handleDetailsOpenChange = useCallback((open: boolean) => {
+	const handleDetailsOpenChange = (open: boolean) => {
 		setDetailsOpen(open);
 		if (!open) {
 			setNoteDetails(null);
 		}
-	}, []);
+	};

-	const handleRemoveOpenChange = useCallback((open: boolean) => {
+	const handleRemoveOpenChange = (open: boolean) => {
 		setRemoveOpen(open);
 		if (!open) {
 			setNoteToRemove(null);
 		}
-	}, []);
+	};

-	const handleArquivarOpenChange = useCallback((open: boolean) => {
+	const handleArquivarOpenChange = (open: boolean) => {
 		setArquivarOpen(open);
 		if (!open) {
 			setNoteToArquivar(null);
 		}
-	}, []);
+	};

-	const handleEditRequest = useCallback((note: Note) => {
+	const handleEditRequest = (note: Note) => {
 		setNoteToEdit(note);
 		setEditOpen(true);
-	}, []);
+	};

-	const handleDetailsRequest = useCallback((note: Note) => {
+	const handleDetailsRequest = (note: Note) => {
 		setNoteDetails(note);
 		setDetailsOpen(true);
-	}, []);
+	};

-	const handleRemoveRequest = useCallback((note: Note) => {
+	const handleRemoveRequest = (note: Note) => {
 		setNoteToRemove(note);
 		setRemoveOpen(true);
-	}, []);
+	};

-	const handleArquivarRequest = useCallback((note: Note) => {
+	const handleArquivarRequest = (note: Note) => {
 		setNoteToArquivar(note);
 		setArquivarOpen(true);
-	}, []);
+	};

-	const handleArquivarConfirm = useCallback(async () => {
+	const handleArquivarConfirm = async () => {
 		if (!noteToArquivar) {
 			return;
 		}
@@ -120,9 +122,9 @@ export function NotesPage({ notes, archivedNotes }: NotesPageProps) {

 		toast.error(result.error);
 		throw new Error(result.error);
-	}, [noteToArquivar, isArquivadas]);
+	};

-	const handleRemoveConfirm = useCallback(async () => {
+	const handleRemoveConfirm = async () => {
 		if (!noteToRemove) {
 			return;
 		}
@@ -136,7 +138,7 @@ export function NotesPage({ notes, archivedNotes }: NotesPageProps) {

 		toast.error(result.error);
 		throw new Error(result.error);
-	}, [noteToRemove]);
+	};

 	const removeTitle = noteToRemove
 		? noteToRemove.title.trim().length
--- a/components/calendario/calendar-grid.tsx
+++ b/components/calendario/calendar-grid.tsx
@@ -2,8 +2,8 @@

 import { DayCell } from "@/components/calendario/day-cell";

-import type { CalendarDay } from "@/components/calendario/types";
-import { WEEK_DAYS_SHORT } from "@/components/calendario/utils";
+import type { CalendarDay } from "@/lib/types/calendario";
+import { WEEK_DAYS_SHORT } from "@/lib/utils/calendario";
 import { cn } from "@/lib/utils/ui";

 type CalendarGridProps = {
@@ -18,10 +18,10 @@ export function CalendarGrid({
 	onCreateDay,
 }: CalendarGridProps) {
 	return (
-		<div className="overflow-hidden rounded-lg bg-card drop-shadow-xs px-2">
+		<div className="overflow-hidden rounded-lg bg-card drop-shadow-xs border-none">
 			<div className="grid grid-cols-7 text-sm font-semibold uppercase tracking-wide text-muted-foreground">
 				{WEEK_DAYS_SHORT.map((dayName) => (
-					<span key={dayName} className="px-3 py-2 text-center">
+					<span key={dayName} className="px-3 py-2 text-center text-primary">
 						{dayName}
 					</span>
 				))}
--- a/components/calendario/calendar-legend.tsx
+++ b/components/calendario/calendar-legend.tsx
@@ -1,8 +1,9 @@
 "use client";

 import { EVENT_TYPE_STYLES } from "@/components/calendario/day-cell";
-import type { CalendarEvent } from "@/components/calendario/types";
-import { cn } from "@/lib/utils/ui";
+import type { CalendarEvent } from "@/lib/types/calendario";
+import StatusDot from "../shared/status-dot";
+import { Card } from "../ui/card";

 const LEGEND_ITEMS: Array<{
 	type?: CalendarEvent["type"];
@@ -17,17 +18,17 @@ const LEGEND_ITEMS: Array<{

 export function CalendarLegend() {
 	return (
-		<div className="flex flex-wrap gap-3 rounded-sm border border-border/60 bg-muted/20 p-2 text-xs font-medium text-muted-foreground">
+		<Card className="flex flex-row gap-2 p-2 text-sm">
 			{LEGEND_ITEMS.map((item, index) => {
 				const dotColor =
 					item.dotColor || (item.type ? EVENT_TYPE_STYLES[item.type].dot : "");
 				return (
 					<span key={item.type || index} className="flex items-center gap-2">
-						<span className={cn("size-3 rounded-full", dotColor)} />
+						<StatusDot color={dotColor} />
 						{item.label}
 					</span>
 				);
 			})}
-		</div>
+		</Card>
 	);
 }
--- a/components/calendario/day-cell.tsx
+++ b/components/calendario/day-cell.tsx
@@ -2,7 +2,7 @@

 import { RiAddLine } from "@remixicon/react";
 import type { KeyboardEvent, MouseEvent } from "react";
-import type { CalendarDay, CalendarEvent } from "@/components/calendario/types";
+import type { CalendarDay, CalendarEvent } from "@/lib/types/calendario";
 import { currencyFormatter } from "@/lib/lancamentos/formatting-helpers";
 import { cn } from "@/lib/utils/ui";

--- a/components/calendario/event-modal.tsx
+++ b/components/calendario/event-modal.tsx
@@ -2,7 +2,7 @@

 import type { ReactNode } from "react";
 import { EVENT_TYPE_STYLES } from "@/components/calendario/day-cell";
-import type { CalendarDay, CalendarEvent } from "@/components/calendario/types";
+import MoneyValues from "@/components/shared/money-values";
 import { Button } from "@/components/ui/button";
 import {
 	Dialog,
@@ -12,9 +12,10 @@ import {
 	DialogHeader,
 	DialogTitle,
 } from "@/components/ui/dialog";
+import type { CalendarDay, CalendarEvent } from "@/lib/types/calendario";
 import { friendlyDate, parseLocalDateString } from "@/lib/utils/date";
+import { formatFinancialDateLabel } from "@/lib/utils/financial-dates";
 import { cn } from "@/lib/utils/ui";
-import MoneyValues from "../money-values";
 import { Badge } from "../ui/badge";
 import { Card } from "../ui/card";

@@ -93,9 +94,11 @@ const renderLancamento = (
 const renderBoleto = (event: Extract<CalendarEvent, { type: "boleto" }>) => {
 	const isPaid = Boolean(event.lancamento.isSettled);
 	const dueDate = event.lancamento.dueDate;
-	const formattedDueDate = dueDate
-		? new Intl.DateTimeFormat("pt-BR").format(new Date(dueDate))
-		: null;
+	const dueDateLabel = formatFinancialDateLabel(dueDate, "Vence em", {
+		day: "2-digit",
+		month: "2-digit",
+		year: "numeric",
+	});

 	return (
 		<EventCard type="boleto">
@@ -106,9 +109,9 @@ const renderBoleto = (event: Extract<CalendarEvent, { type: "boleto" }>) => {
 							{event.lancamento.name}
 						</span>

-						{formattedDueDate && (
+						{dueDateLabel && (
 							<span className="text-xs text-muted-foreground leading-tight">
-								Vence em {formattedDueDate}
+								{dueDateLabel}
 							</span>
 						)}
 					</div>
--- a/components/calendario/monthly-calendar.tsx
+++ b/components/calendario/monthly-calendar.tsx
@@ -1,17 +1,18 @@
 "use client";

-import { useCallback, useMemo, useState } from "react";
+import { useMemo, useState } from "react";
 import { CalendarGrid } from "@/components/calendario/calendar-grid";
 import { CalendarLegend } from "@/components/calendario/calendar-legend";
 import { EventModal } from "@/components/calendario/event-modal";
+import { LancamentoDialog } from "@/components/lancamentos/dialogs/lancamento-dialog/lancamento-dialog";
 import type {
 	CalendarDay,
 	CalendarEvent,
 	CalendarFormOptions,
 	CalendarPeriod,
-} from "@/components/calendario/types";
-import { buildCalendarDays } from "@/components/calendario/utils";
-import { LancamentoDialog } from "@/components/lancamentos/dialogs/lancamento-dialog/lancamento-dialog";
+} from "@/lib/types/calendario";
+import { buildCalendarDays } from "@/lib/utils/calendario";
+import { parsePeriod } from "@/lib/utils/period";

 type MonthlyCalendarProps = {
 	period: CalendarPeriod;
@@ -19,23 +20,13 @@ type MonthlyCalendarProps = {
 	formOptions: CalendarFormOptions;
 };

-const parsePeriod = (period: string) => {
-	const [yearStr, monthStr] = period.split("-");
-	const year = Number.parseInt(yearStr ?? "", 10);
-	const month = Number.parseInt(monthStr ?? "", 10);
-
-	return { year, monthIndex: month - 1 };
-};
-
 export function MonthlyCalendar({
 	period,
 	events,
 	formOptions,
 }: MonthlyCalendarProps) {
-	const { year, monthIndex } = useMemo(
-		() => parsePeriod(period.period),
-		[period.period],
-	);
+	const { year, month } = parsePeriod(period.period);
+	const monthIndex = month - 1;

 	const eventsByDay = useMemo(() => {
 		const map = new Map<string, CalendarEvent[]>();
@@ -57,35 +48,32 @@ export function MonthlyCalendar({
 	const [createOpen, setCreateOpen] = useState(false);
 	const [createDate, setCreateDate] = useState<string | null>(null);

-	const handleOpenCreate = useCallback((date: string) => {
+	const handleOpenCreate = (date: string) => {
 		setCreateDate(date);
 		setModalOpen(false);
 		setCreateOpen(true);
-	}, []);
+	};

-	const handleDaySelect = useCallback((day: CalendarDay) => {
+	const handleDaySelect = (day: CalendarDay) => {
 		setSelectedDay(day);
 		setModalOpen(true);
-	}, []);
+	};

-	const handleCreateFromCell = useCallback(
-		(day: CalendarDay) => {
+	const handleCreateFromCell = (day: CalendarDay) => {
 		handleOpenCreate(day.date);
-		},
-		[handleOpenCreate],
-	);
+	};

-	const handleModalClose = useCallback(() => {
+	const handleModalClose = () => {
 		setModalOpen(false);
 		setSelectedDay(null);
-	}, []);
+	};

-	const handleCreateDialogChange = useCallback((open: boolean) => {
+	const handleCreateDialogChange = (open: boolean) => {
 		setCreateOpen(open);
 		if (!open) {
 			setCreateDate(null);
 		}
-	}, []);
+	};

 	return (
 		<>
--- a/components/calendario/types.ts
+++ b/components/calendario/types.ts
@@ -1,62 +0,0 @@
-import type {
-	LancamentoItem,
-	SelectOption,
-} from "@/components/lancamentos/types";
-
-export type CalendarEvent =
-	| {
-			id: string;
-			type: "lancamento";
-			date: string;
-			lancamento: LancamentoItem;
-	  }
-	| {
-			id: string;
-			type: "boleto";
-			date: string;
-			lancamento: LancamentoItem;
-	  }
-	| {
-			id: string;
-			type: "cartao";
-			date: string;
-			card: {
-				id: string;
-				name: string;
-				dueDay: string;
-				closingDay: string;
-				brand: string | null;
-				status: string;
-				logo: string | null;
-				totalDue: number | null;
-			};
-	  };
-
-export type CalendarPeriod = {
-	period: string;
-	monthName: string;
-	year: number;
-};
-
-export type CalendarDay = {
-	date: string;
-	label: string;
-	isCurrentMonth: boolean;
-	isToday: boolean;
-	events: CalendarEvent[];
-};
-
-export type CalendarFormOptions = {
-	pagadorOptions: SelectOption[];
-	splitPagadorOptions: SelectOption[];
-	defaultPagadorId: string | null;
-	contaOptions: SelectOption[];
-	cartaoOptions: SelectOption[];
-	categoriaOptions: SelectOption[];
-	estabelecimentos: string[];
-};
-
-export type CalendarData = {
-	events: CalendarEvent[];
-	formOptions: CalendarFormOptions;
-};
--- a/components/insights/insights-grid.tsx
+++ b/components/insights/insights-grid.tsx
@@ -6,14 +6,13 @@ import {
 	RiLightbulbLine,
 	RiRocketLine,
 } from "@remixicon/react";
-import { format } from "date-fns";
-import { ptBR } from "date-fns/locale";
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import type {
 	InsightCategoryId,
 	InsightsResponse,
 } from "@/lib/schemas/insights";
 import { INSIGHT_CATEGORIES } from "@/lib/schemas/insights";
+import { displayPeriod } from "@/lib/utils/period";
 import { cn } from "@/lib/utils/ui";

 interface InsightsGridProps {
@@ -50,12 +49,7 @@ const CATEGORY_COLORS: Record<
 };

 export function InsightsGrid({ insights }: InsightsGridProps) {
-	// Formatar o período para exibição
-	const [year, month] = insights.month.split("-");
-	const periodDate = new Date(parseInt(year, 10), parseInt(month, 10) - 1);
-	const formattedPeriod = format(periodDate, "MMMM 'de' yyyy", {
-		locale: ptBR,
-	});
+	const formattedPeriod = displayPeriod(insights.month);

 	return (
 		<div className="space-y-6">
--- a/components/relatorios/cartoes/card-category-breakdown.tsx
+++ b/components/relatorios/cartoes/card-category-breakdown.tsx
@@ -2,10 +2,10 @@

 import { RiPieChartLine } from "@remixicon/react";
 import { CategoryIconBadge } from "@/components/categorias/category-icon-badge";
-import MoneyValues from "@/components/money-values";
+import MoneyValues from "@/components/shared/money-values";
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import { Progress } from "@/components/ui/progress";
-import { WidgetEmptyState } from "@/components/widget-empty-state";
+import { WidgetEmptyState } from "@/components/shared/widget-empty-state";
 import type { CardDetailData } from "@/lib/relatorios/cartoes-report";

 type CardCategoryBreakdownProps = {
--- a/components/relatorios/cartoes/card-invoice-status.tsx
+++ b/components/relatorios/cartoes/card-invoice-status.tsx
@@ -10,36 +10,14 @@ import {
 } from "@/components/ui/tooltip";
 import type { CardDetailData } from "@/lib/relatorios/cartoes-report";
 import { cn } from "@/lib/utils";
+import { formatCurrency } from "@/lib/utils/currency";
+import { formatPeriodMonthShort } from "@/lib/utils/period";

 type CardInvoiceStatusProps = {
 	data: CardDetailData["invoiceStatus"];
 };

-const monthLabels = [
-	"Jan",
-	"Fev",
-	"Mar",
-	"Abr",
-	"Mai",
-	"Jun",
-	"Jul",
-	"Ago",
-	"Set",
-	"Out",
-	"Nov",
-	"Dez",
-];
-
 export function CardInvoiceStatus({ data }: CardInvoiceStatusProps) {
-	const formatCurrency = (value: number) => {
-		return new Intl.NumberFormat("pt-BR", {
-			style: "currency",
-			currency: "BRL",
-			minimumFractionDigits: 0,
-			maximumFractionDigits: 0,
-		}).format(value);
-	};
-
 	const getStatusColor = (status: string | null) => {
 		switch (status) {
 			case "pago":
@@ -66,11 +44,6 @@ export function CardInvoiceStatus({ data }: CardInvoiceStatusProps) {
 		}
 	};

-	const formatPeriodShort = (period: string) => {
-		const [, month] = period.split("-");
-		return monthLabels[parseInt(month, 10) - 1];
-	};
-
 	return (
 		<Card>
 			<CardHeader className="pb-2">
@@ -93,13 +66,16 @@ export function CardInvoiceStatus({ data }: CardInvoiceStatusProps) {
 											)}
 										/>
 										<span className="text-xs text-muted-foreground">
-											{formatPeriodShort(invoice.period)}
+											{formatPeriodMonthShort(invoice.period)}
 										</span>
 									</div>
 								</TooltipTrigger>
 								<TooltipContent side="top">
 									<p className="font-medium">
-										{formatCurrency(invoice.amount)}
+										{formatCurrency(invoice.amount, {
+											maximumFractionDigits: 0,
+											minimumFractionDigits: 0,
+										})}
 									</p>
 									<p className="text-xs ">{getStatusLabel(invoice.status)}</p>
 								</TooltipContent>
--- a/components/relatorios/cartoes/card-top-expenses.tsx
+++ b/components/relatorios/cartoes/card-top-expenses.tsx
@@ -1,11 +1,11 @@
 "use client";

 import { RiShoppingBag3Line } from "@remixicon/react";
-import MoneyValues from "@/components/money-values";
+import MoneyValues from "@/components/shared/money-values";
 import { Badge } from "@/components/ui/badge";
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import { Progress } from "@/components/ui/progress";
-import { WidgetEmptyState } from "@/components/widget-empty-state";
+import { WidgetEmptyState } from "@/components/shared/widget-empty-state";
 import type { CardDetailData } from "@/lib/relatorios/cartoes-report";

 type CardTopExpensesProps = {
--- a/components/relatorios/cartoes/card-usage-chart.tsx
+++ b/components/relatorios/cartoes/card-usage-chart.tsx
@@ -16,7 +16,10 @@ import {
 	ChartContainer,
 	ChartTooltip,
 } from "@/components/ui/chart";
+import { resolveLogoSrc } from "@/lib/logo";
 import type { CardDetailData } from "@/lib/relatorios/cartoes-report";
+import { formatCurrency, formatCurrencyCompact } from "@/lib/utils/currency";
+import { formatPercentage } from "@/lib/utils/percentage";

 type CardUsageChartProps = {
 	data: CardDetailData["monthlyUsage"];
@@ -34,48 +37,14 @@ const chartConfig = {
 	},
 } satisfies ChartConfig;

-const resolveLogoPath = (logo: string | null) => {
-	if (!logo) return null;
-	if (
-		logo.startsWith("http://") ||
-		logo.startsWith("https://") ||
-		logo.startsWith("data:")
-	) {
-		return logo;
-	}
-	return logo.startsWith("/") ? logo : `/logos/${logo}`;
-};
-
 export function CardUsageChart({ data, limit, card }: CardUsageChartProps) {
-	const formatCurrency = (value: number) => {
-		return new Intl.NumberFormat("pt-BR", {
-			style: "currency",
-			currency: "BRL",
-			minimumFractionDigits: 0,
-			maximumFractionDigits: 0,
-		}).format(value);
-	};
-
-	const formatCurrencyCompact = (value: number) => {
-		if (Math.abs(value) >= 1000) {
-			return new Intl.NumberFormat("pt-BR", {
-				style: "currency",
-				currency: "BRL",
-				minimumFractionDigits: 0,
-				maximumFractionDigits: 0,
-				notation: "compact",
-			}).format(value);
-		}
-		return formatCurrency(value);
-	};
-
 	// Always show last 12 months
 	const chartData = data.slice(-12).map((item) => ({
 		month: item.periodLabel,
 		amount: item.amount,
 	}));

-	const logoPath = resolveLogoPath(card.logo);
+	const logoPath = resolveLogoSrc(card.logo);

 	return (
 		<Card>
@@ -124,7 +93,17 @@ export function CardUsageChart({ data, limit, card }: CardUsageChartProps) {
 							axisLine={false}
 							tickMargin={8}
 							className="text-xs"
-							tickFormatter={formatCurrencyCompact}
+							tickFormatter={(value) =>
+								Math.abs(Number(value)) >= 1000
+									? formatCurrencyCompact(Number(value), {
+											maximumFractionDigits: 0,
+											minimumFractionDigits: 0,
+										})
+									: formatCurrency(Number(value), {
+											maximumFractionDigits: 0,
+											minimumFractionDigits: 0,
+										})
+							}
 						/>
 						{limit > 0 && (
 							<ReferenceLine
@@ -159,7 +138,10 @@ export function CardUsageChart({ data, limit, card }: CardUsageChartProps) {
 													Uso
 												</span>
 												<span className="text-xs font-medium tabular-nums">
-													{formatCurrency(value)}
+													{formatCurrency(value, {
+														maximumFractionDigits: 0,
+														minimumFractionDigits: 0,
+													})}
 												</span>
 											</div>
 											{limit > 0 && (
@@ -168,7 +150,10 @@ export function CardUsageChart({ data, limit, card }: CardUsageChartProps) {
 														% do Limite
 													</span>
 													<span className="text-xs font-medium tabular-nums">
-														{usagePercent.toFixed(0)}%
+														{formatPercentage(usagePercent, {
+															maximumFractionDigits: 0,
+															minimumFractionDigits: 0,
+														})}
 													</span>
 												</div>
 											)}
--- a/components/relatorios/cartoes/cards-overview.tsx
+++ b/components/relatorios/cartoes/cards-overview.tsx
@@ -4,59 +4,24 @@ import { RiBankCard2Line } from "@remixicon/react";
 import Image from "next/image";
 import Link from "next/link";
 import { useSearchParams } from "next/navigation";
-import MoneyValues from "@/components/money-values";
+import MoneyValues from "@/components/shared/money-values";
 import { Card, CardContent } from "@/components/ui/card";
 import { Progress } from "@/components/ui/progress";
+import { resolveCardBrandAsset } from "@/lib/cartoes/brand-assets";
+import { resolveLogoSrc } from "@/lib/logo";
 import type { CartoesReportData } from "@/lib/relatorios/cartoes-report";
 import { cn } from "@/lib/utils";
+import { formatCurrency } from "@/lib/utils/currency";
+import { formatPercentage } from "@/lib/utils/percentage";

 type CardsOverviewProps = {
 	data: CartoesReportData;
 };

-const BRAND_ASSETS: Record<string, string> = {
-	visa: "/bandeiras/visa.svg",
-	mastercard: "/bandeiras/mastercard.svg",
-	amex: "/bandeiras/amex.svg",
-	american: "/bandeiras/amex.svg",
-	elo: "/bandeiras/elo.svg",
-	hipercard: "/bandeiras/hipercard.svg",
-	hiper: "/bandeiras/hipercard.svg",
-};
-
-const resolveBrandAsset = (brand: string | null) => {
-	if (!brand) return null;
-	const normalized = brand.trim().toLowerCase();
-	const match = (
-		Object.keys(BRAND_ASSETS) as Array<keyof typeof BRAND_ASSETS>
-	).find((entry) => normalized.includes(entry));
-	return match ? BRAND_ASSETS[match] : null;
-};
-
-const resolveLogoPath = (logo: string | null) => {
-	if (!logo) return null;
-	if (
-		logo.startsWith("http://") ||
-		logo.startsWith("https://") ||
-		logo.startsWith("data:")
-	) {
-		return logo;
-	}
-	return logo.startsWith("/") ? logo : `/logos/${logo}`;
-};
-
 export function CardsOverview({ data }: CardsOverviewProps) {
 	const searchParams = useSearchParams();
 	const periodoParam = searchParams.get("periodo");

-	const formatCurrency = (value: number) =>
-		new Intl.NumberFormat("pt-BR", {
-			style: "currency",
-			currency: "BRL",
-			minimumFractionDigits: 0,
-			maximumFractionDigits: 0,
-		}).format(value);
-
 	const getUsageColor = (percent: number) => {
 		if (percent < 50) return "bg-success";
 		if (percent < 80) return "bg-warning";
@@ -107,7 +72,10 @@ export function CardsOverview({ data }: CardsOverviewProps) {
 								/>
 							) : (
 								<p className="text-2xl font-semibold">
-									{card.value.toFixed(0)}%
+									{formatPercentage(card.value, {
+										maximumFractionDigits: 0,
+										minimumFractionDigits: 0,
+									})}
 								</p>
 							)}
 						</CardContent>
@@ -120,8 +88,8 @@ export function CardsOverview({ data }: CardsOverviewProps) {
 			{/* Cards list */}
 			<div className="grid gap-2 grid-cols-2 lg:grid-cols-4 xl:grid-cols-4">
 				{data.cards.map((card) => {
-					const logoPath = resolveLogoPath(card.logo);
-					const brandAsset = resolveBrandAsset(card.brand);
+					const logoPath = resolveLogoSrc(card.logo);
+					const brandAsset = resolveCardBrandAsset(card.brand);
 					const isSelected = data.selectedCard?.card.id === card.id;

 					return (
@@ -174,7 +142,10 @@ export function CardsOverview({ data }: CardsOverviewProps) {
 											)}
 										/>
 										<span className="text-xs font-medium tabular-nums">
-											{card.usagePercent.toFixed(0)}%
+											{formatPercentage(card.usagePercent, {
+												maximumFractionDigits: 0,
+												minimumFractionDigits: 0,
+											})}
 										</span>
 									</div>
 								</div>
--- a/components/relatorios/category-report-cards.tsx
+++ b/components/relatorios/category-report-cards.tsx
@@ -8,7 +8,7 @@ import { formatCurrency } from "@/lib/lancamentos/formatting-helpers";
 import type {
 	CategoryReportData,
 	CategoryReportItem,
-} from "@/lib/relatorios/types";
+} from "@/lib/types/relatorios";
 import { formatPeriodLabel } from "@/lib/relatorios/utils";
 import { formatPeriodForUrl } from "@/lib/utils/period";
 import { CategoryCell } from "./category-cell";
@@ -20,11 +20,18 @@ interface CategoryReportCardsProps {
 interface CategoryCardProps {
 	category: CategoryReportItem;
 	periods: string[];
+	periodCount: number;
 	colorIndex: number;
 }

-function CategoryCard({ category, periods, colorIndex }: CategoryCardProps) {
+function CategoryCard({
+	category,
+	periods,
+	periodCount,
+	colorIndex,
+}: CategoryCardProps) {
 	const periodParam = formatPeriodForUrl(periods[periods.length - 1]);
+	const averageMonthlyTotal = category.total / periodCount;

 	return (
 		<Card>
@@ -65,6 +72,10 @@ function CategoryCard({ category, periods, colorIndex }: CategoryCardProps) {
 						</div>
 					);
 				})}
+				<div className="flex items-center justify-between font-semibold text-info">
+					<span>Média mensal</span>
+					<span>{formatCurrency(averageMonthlyTotal)}</span>
+				</div>
 				<div className="flex items-center justify-between pt-2 font-semibold">
 					<span>Total</span>
 					<span>{formatCurrency(category.total)}</span>
@@ -78,6 +89,7 @@ interface SectionProps {
 	title: string;
 	categories: CategoryReportItem[];
 	periods: string[];
+	periodCount: number;
 	colorIndexOffset: number;
 	total: number;
 }
@@ -86,6 +98,7 @@ function Section({
 	title,
 	categories,
 	periods,
+	periodCount,
 	colorIndexOffset,
 	total,
 }: SectionProps) {
@@ -93,21 +106,29 @@ function Section({
 		return null;
 	}

+	const averageMonthlyTotal = total / periodCount;
+
 	return (
 		<div className="space-y-3">
 			<div className="flex items-center justify-between">
 				<span className="text-xs font-medium text-muted-foreground uppercase tracking-wide">
 					{title}
 				</span>
+				<div className="flex flex-col items-end">
 					<span className="text-sm text-muted-foreground">
 						{formatCurrency(total)}
 					</span>
+					<span className="text-xs font-semibold text-info">
+						Média: {formatCurrency(averageMonthlyTotal)}
+					</span>
+				</div>
 			</div>
 			{categories.map((category, index) => (
 				<CategoryCard
 					key={category.categoryId}
 					category={category}
 					periods={periods}
+					periodCount={periodCount}
 					colorIndex={colorIndexOffset + index}
 				/>
 			))}
@@ -117,6 +138,7 @@ function Section({

 export function CategoryReportCards({ data }: CategoryReportCardsProps) {
 	const { categories, periods } = data;
+	const periodCount = Math.max(periods.length, 1);

 	// Separate categories by type and calculate totals
 	const { receitas, despesas, receitasTotal, despesasTotal } = useMemo(() => {
@@ -145,6 +167,7 @@ export function CategoryReportCards({ data }: CategoryReportCardsProps) {
 				title="Despesas"
 				categories={despesas}
 				periods={periods}
+				periodCount={periodCount}
 				colorIndexOffset={0}
 				total={despesasTotal}
 			/>
@@ -154,6 +177,7 @@ export function CategoryReportCards({ data }: CategoryReportCardsProps) {
 				title="Receitas"
 				categories={receitas}
 				periods={periods}
+				periodCount={periodCount}
 				colorIndexOffset={despesas.length}
 				total={receitasTotal}
 			/>
--- a/components/relatorios/category-report-export.tsx
+++ b/components/relatorios/category-report-export.tsx
@@ -19,11 +19,12 @@ import {
 	DropdownMenuTrigger,
 } from "@/components/ui/dropdown-menu";
 import { formatCurrency } from "@/lib/lancamentos/formatting-helpers";
-import type { CategoryReportData } from "@/lib/relatorios/types";
 import {
 	formatPercentageChange,
 	formatPeriodLabel,
 } from "@/lib/relatorios/utils";
+import type { CategoryReportData } from "@/lib/types/relatorios";
+import { formatDateTime } from "@/lib/utils/date";
 import {
 	getPrimaryPdfColor,
 	loadExportLogoDataUrl,
@@ -201,8 +202,8 @@ export function CategoryReportExport({
 			const doc = new jsPDF({ orientation: "landscape" });
 			const primaryColor = getPrimaryPdfColor();
 			const [smallLogoDataUrl, textLogoDataUrl] = await Promise.all([
-				loadExportLogoDataUrl("/logo_small.png"),
-				loadExportLogoDataUrl("/logo_text.png"),
+				loadExportLogoDataUrl("/imagens/logo_small.png"),
+				loadExportLogoDataUrl("/imagens/logo_text.png"),
 			]);
 			let brandingEndX = 14;

@@ -232,7 +233,13 @@ export function CategoryReportExport({
 				22,
 			);
 			doc.text(
-				`Gerado em: ${new Date().toLocaleDateString("pt-BR")}`,
+				`Gerado em: ${
+					formatDateTime(new Date(), {
+						day: "2-digit",
+						month: "2-digit",
+						year: "numeric",
+					}) ?? "—"
+				}`,
 				titleX,
 				27,
 			);
--- a/components/relatorios/category-report-filters.tsx
+++ b/components/relatorios/category-report-filters.tsx
@@ -5,8 +5,6 @@ import {
 	RiCheckLine,
 	RiExpandUpDownLine,
 } from "@remixicon/react";
-import { format } from "date-fns";
-import { ptBR } from "date-fns/locale";
 import type { ReactNode } from "react";
 import { useMemo, useState } from "react";
 import { Button } from "@/components/ui/button";
@@ -26,6 +24,13 @@ import {
 } from "@/components/ui/popover";
 import { validateDateRange } from "@/lib/relatorios/utils";
 import { getIconComponent } from "@/lib/utils/icons";
+import {
+	addMonthsToPeriod,
+	dateToPeriod,
+	formatShortPeriodLabel,
+	getCurrentPeriod,
+	periodToDate,
+} from "@/lib/utils/period";
 import type { CategoryReportFiltersProps } from "./types";

 /**
@@ -44,25 +49,6 @@ export function CategoryReportFilters({
 	const [startMonthOpen, setStartMonthOpen] = useState(false);
 	const [endMonthOpen, setEndMonthOpen] = useState(false);

-	// Convert period string (YYYY-MM) to Date object
-	const periodToDate = (period: string): Date => {
-		const [year, month] = period.split("-").map(Number);
-		return new Date(year, month - 1, 1);
-	};
-
-	// Convert Date object to period string (YYYY-MM)
-	const dateToPeriod = (date: Date): string => {
-		const year = date.getFullYear();
-		const month = String(date.getMonth() + 1).padStart(2, "0");
-		return `${year}-${month}`;
-	};
-
-	// Format date for display
-	const formatMonthYear = (period: string): string => {
-		const date = periodToDate(period);
-		return format(date, "MMM/yyyy", { locale: ptBR });
-	};
-
 	// Filter categories by search
 	const filteredCategories = useMemo(() => {
 		if (!searchValue) return categories;
@@ -126,10 +112,8 @@ export function CategoryReportFilters({

 	// Handle reset all filters
 	const handleReset = () => {
-		const currentPeriod = new Date().toISOString().slice(0, 7);
-		const defaultStartPeriod = new Date();
-		defaultStartPeriod.setMonth(defaultStartPeriod.getMonth() - 5);
-		const startPeriod = defaultStartPeriod.toISOString().slice(0, 7);
+		const currentPeriod = getCurrentPeriod();
+		const startPeriod = addMonthsToPeriod(currentPeriod, -5);

 		onFiltersChange({
 			selectedCategories: [],
@@ -138,27 +122,19 @@ export function CategoryReportFilters({
 		});
 	};

-	// Validate date range
-	const validation = useMemo(() => {
-		if (!filters.startPeriod || !filters.endPeriod) {
-			return { isValid: true };
-		}
-		return validateDateRange(filters.startPeriod, filters.endPeriod);
-	}, [filters.startPeriod, filters.endPeriod]);
+	const validation =
+		!filters.startPeriod || !filters.endPeriod
+			? { isValid: true }
+			: validateDateRange(filters.startPeriod, filters.endPeriod);

-	// Display text for selected categories
-	const selectedText = useMemo(() => {
-		if (selectedCategories.length === 0) {
-			return "Categoria";
-		}
-		if (selectedCategories.length === categories.length) {
-			return "Todas";
-		}
-		if (selectedCategories.length === 1) {
-			return selectedCategories[0].name;
-		}
-		return `${selectedCategories.length} selecionadas`;
-	}, [selectedCategories, categories.length]);
+	const selectedText =
+		selectedCategories.length === 0
+			? "Categoria"
+			: selectedCategories.length === categories.length
+				? "Todas"
+				: selectedCategories.length === 1
+					? selectedCategories[0].name
+					: `${selectedCategories.length} selecionadas`;

 	return (
 		<div className="flex flex-col gap-4">
@@ -261,7 +237,7 @@ export function CategoryReportFilters({
 								disabled={isLoading}
 							>
 								<RiCalendarLine className="mr-2 h-4 w-4" />
-								{formatMonthYear(filters.startPeriod)}
+								{formatShortPeriodLabel(filters.startPeriod)}
 							</Button>
 						</PopoverTrigger>
 						<PopoverContent className="w-auto p-0" align="start">
@@ -281,7 +257,7 @@ export function CategoryReportFilters({
 								disabled={isLoading}
 							>
 								<RiCalendarLine className="mr-2 h-4 w-4" />
-								{formatMonthYear(filters.endPeriod)}
+								{formatShortPeriodLabel(filters.endPeriod)}
 							</Button>
 						</PopoverTrigger>
 						<PopoverContent className="w-auto p-0" align="start">
--- a/components/relatorios/category-report-page.tsx
+++ b/components/relatorios/category-report-page.tsx
@@ -6,13 +6,13 @@ import {
 	RiTable2,
 } from "@remixicon/react";
 import { useRouter, useSearchParams } from "next/navigation";
-import { useCallback, useMemo, useState, useTransition } from "react";
+import { useEffect, useRef, useState, useTransition } from "react";
 import { EmptyState } from "@/components/shared/empty-state";
 import { CategoryReportSkeleton } from "@/components/shared/skeletons/category-report-skeleton";
 import { Card } from "@/components/ui/card";
 import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
 import type { CategoryChartData } from "@/lib/relatorios/fetch-category-chart-data";
-import type { CategoryReportData } from "@/lib/relatorios/types";
+import type { CategoryReportData } from "@/lib/types/relatorios";
 import { CategoryReportCards } from "./category-report-cards";
 import { CategoryReportChart } from "./category-report-chart";
 import { CategoryReportExport } from "./category-report-export";
@@ -38,29 +38,30 @@ export function CategoryReportPage({
 	const [isPending, startTransition] = useTransition();

 	const [filters, setFilters] = useState<FilterState>(initialFilters);
-	const [data, setData] = useState<CategoryReportData>(initialData);

 	// Get active tab from URL or default to "table"
 	const activeTab = searchParams.get("aba") || "table";

 	// Debounce timer
-	const [debounceTimer, setDebounceTimer] = useState<NodeJS.Timeout | null>(
-		null,
-	);
+	const debounceTimerRef = useRef<ReturnType<typeof setTimeout> | null>(null);

-	const handleFiltersChange = useCallback(
-		(newFilters: FilterState) => {
+	useEffect(() => {
+		return () => {
+			if (debounceTimerRef.current) {
+				clearTimeout(debounceTimerRef.current);
+			}
+		};
+	}, []);
+
+	const handleFiltersChange = (newFilters: FilterState) => {
 		setFilters(newFilters);

-			// Clear existing timer
-			if (debounceTimer) {
-				clearTimeout(debounceTimer);
+		if (debounceTimerRef.current) {
+			clearTimeout(debounceTimerRef.current);
 		}

-			// Set new debounced timer (300ms)
-			const timer = setTimeout(() => {
+		debounceTimerRef.current = setTimeout(() => {
 			startTransition(() => {
-					// Build new URL with query params
 				const params = new URLSearchParams(searchParams.toString());

 				params.set("inicio", newFilters.startPeriod);
@@ -72,42 +73,27 @@ export function CategoryReportPage({
 					params.delete("categorias");
 				}

-					// Preserve current tab
 				const currentTab = searchParams.get("aba");
 				if (currentTab) {
 					params.set("aba", currentTab);
 				}

-					// Navigate with new params (this will trigger server component re-render)
 				router.push(`?${params.toString()}`, { scroll: false });
 			});
 		}, 300);
+	};

-			setDebounceTimer(timer);
-		},
-		[debounceTimer, router, searchParams],
-	);
-
-	// Handle tab change
-	const handleTabChange = useCallback(
-		(value: string) => {
+	const handleTabChange = (value: string) => {
 		const params = new URLSearchParams(searchParams.toString());
 		params.set("aba", value);
 		router.push(`?${params.toString()}`, { scroll: false });
-		},
-		[router, searchParams],
-	);
-
-	// Update data when initialData changes (from server)
-	useMemo(() => {
-		setData(initialData);
-	}, [initialData]);
+	};

 	// Check if no categories are available
 	const hasNoCategories = categories.length === 0;

 	// Check if no data in period
-	const hasNoData = data.categories.length === 0 && !hasNoCategories;
+	const hasNoData = initialData.categories.length === 0 && !hasNoCategories;

 	return (
 		<div className="flex flex-col gap-6">
@@ -116,7 +102,9 @@ export function CategoryReportPage({
 				categories={categories}
 				filters={filters}
 				onFiltersChange={handleFiltersChange}
-				exportButton={<CategoryReportExport data={data} filters={filters} />}
+				exportButton={
+					<CategoryReportExport data={initialData} filters={filters} />
+				}
 			/>

 			{/* Loading State */}
@@ -180,11 +168,11 @@ export function CategoryReportPage({
 					<TabsContent value="table" className="mt-4">
 						{/* Desktop Table */}
 						<div className="hidden md:block">
-							<CategoryReportTable data={data} />
+							<CategoryReportTable data={initialData} />
 						</div>

 						{/* Mobile Cards */}
-						<CategoryReportCards data={data} />
+						<CategoryReportCards data={initialData} />
 					</TabsContent>

 					<TabsContent value="chart" className="mt-4">
--- a/components/relatorios/category-report-table.tsx
+++ b/components/relatorios/category-report-table.tsx
@@ -4,7 +4,7 @@ import { useMemo } from "react";
 import type {
 	CategoryReportData,
 	CategoryReportItem,
-} from "@/lib/relatorios/types";
+} from "@/lib/types/relatorios";
 import { CategoryTable } from "./category-table";

 interface CategoryReportTableProps {
--- a/components/relatorios/category-table.tsx
+++ b/components/relatorios/category-table.tsx
@@ -3,6 +3,7 @@
 import Link from "next/link";
 import { useMemo } from "react";
 import { CategoryIconBadge } from "@/components/categorias/category-icon-badge";
+import StatusDot from "@/components/shared/status-dot";
 import {
 	Table,
 	TableBody,
@@ -13,10 +14,9 @@ import {
 	TableRow,
 } from "@/components/ui/table";
 import { formatCurrency } from "@/lib/lancamentos/formatting-helpers";
-import type { CategoryReportItem } from "@/lib/relatorios/types";
 import { formatPeriodLabel } from "@/lib/relatorios/utils";
+import type { CategoryReportItem } from "@/lib/types/relatorios";
 import { formatPeriodForUrl } from "@/lib/utils/period";
-import DotIcon from "../dot-icon";
 import { Card } from "../ui/card";
 import { CategoryCell } from "./category-cell";

@@ -37,6 +37,7 @@ export function CategoryTable({
 	const sectionTotals = useMemo(() => {
 		const totalsMap = new Map<string, number>();
 		let grandTotal = 0;
+		const periodCount = Math.max(periods.length, 1);

 		for (const category of categories) {
 			grandTotal += category.total;
@@ -47,7 +48,11 @@ export function CategoryTable({
 			}
 		}

-		return { totalsMap, grandTotal };
+		return {
+			totalsMap,
+			grandTotal,
+			averageMonthlyTotal: grandTotal / periodCount,
+		};
 	}, [categories, periods]);

 	if (categories.length === 0) {
@@ -59,7 +64,7 @@ export function CategoryTable({
 			<Table>
 				<TableHeader>
 					<TableRow>
-						<TableHead className="w-[280px] min-w-[280px] font-bold">
+						<TableHead className="w-[240px] min-w-[240px] font-bold">
 							Categoria
 						</TableHead>
 						{periods.map((period) => (
@@ -70,6 +75,9 @@ export function CategoryTable({
 								{formatPeriodLabel(period)}
 							</TableHead>
 						))}
+						<TableHead className="text-right min-w-[140px] font-bold">
+							Média
+						</TableHead>
 						<TableHead className="text-right min-w-[120px] font-bold">
 							Total
 						</TableHead>
@@ -85,7 +93,7 @@ export function CategoryTable({
 							<TableRow key={category.categoryId}>
 								<TableCell>
 									<div className="flex items-center gap-2">
-										<DotIcon
+										<StatusDot
 											color={
 												category.type === "receita"
 													? "bg-success"
@@ -121,6 +129,9 @@ export function CategoryTable({
 										</TableCell>
 									);
 								})}
+								<TableCell className="text-right font-semibold text-info">
+									{formatCurrency(category.total / Math.max(periods.length, 1))}
+								</TableCell>
 								<TableCell className="text-right font-semibold">
 									{formatCurrency(category.total)}
 								</TableCell>
@@ -140,6 +151,9 @@ export function CategoryTable({
 								</TableCell>
 							);
 						})}
+						<TableCell className="text-right font-semibold text-info">
+							{formatCurrency(sectionTotals.averageMonthlyTotal)}
+						</TableCell>
 						<TableCell className="text-right font-semibold">
 							{formatCurrency(sectionTotals.grandTotal)}
 						</TableCell>
--- a/components/relatorios/estabelecimentos/establishments-list.tsx
+++ b/components/relatorios/estabelecimentos/establishments-list.tsx
@@ -1,11 +1,11 @@
 "use client";

 import { RiStore2Line } from "@remixicon/react";
-import MoneyValues from "@/components/money-values";
+import MoneyValues from "@/components/shared/money-values";
 import { Badge } from "@/components/ui/badge";
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import { Progress } from "@/components/ui/progress";
-import { WidgetEmptyState } from "@/components/widget-empty-state";
+import { WidgetEmptyState } from "@/components/shared/widget-empty-state";
 import type { TopEstabelecimentosData } from "@/lib/relatorios/estabelecimentos/fetch-data";

 type EstablishmentsListProps = {
--- a/components/relatorios/estabelecimentos/summary-cards.tsx
+++ b/components/relatorios/estabelecimentos/summary-cards.tsx
@@ -6,7 +6,7 @@ import {
 	RiRepeatLine,
 	RiStore2Line,
 } from "@remixicon/react";
-import MoneyValues from "@/components/money-values";
+import MoneyValues from "@/components/shared/money-values";
 import { Card, CardContent } from "@/components/ui/card";
 import type { TopEstabelecimentosData } from "@/lib/relatorios/estabelecimentos/fetch-data";

--- a/components/relatorios/estabelecimentos/top-categories.tsx
+++ b/components/relatorios/estabelecimentos/top-categories.tsx
@@ -2,10 +2,10 @@

 import { RiPriceTag3Line } from "@remixicon/react";
 import { CategoryIconBadge } from "@/components/categorias/category-icon-badge";
-import MoneyValues from "@/components/money-values";
+import MoneyValues from "@/components/shared/money-values";
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import { Progress } from "@/components/ui/progress";
-import { WidgetEmptyState } from "@/components/widget-empty-state";
+import { WidgetEmptyState } from "@/components/shared/widget-empty-state";
 import type { TopEstabelecimentosData } from "@/lib/relatorios/estabelecimentos/fetch-data";

 type TopCategoriesProps = {
--- a/lib/notes/formatters.ts
+++ b/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;
+};
--- a/lib/relatorios/cartoes-report.ts
+++ b/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);
--- a/lib/relatorios/fetch-category-chart-data.ts
+++ b/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,
+	const months = periods.map((period) =>
+		formatPeriodMonthShort(period).toUpperCase(),
 	);
-		return format(date, "MMM", { locale: ptBR }).toUpperCase();
-	});

 	const categories = Array.from(categoryMap.values()).map((cat) => ({
 		id: cat.id,
--- a/lib/relatorios/fetch-category-report.ts
+++ b/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,
--- a/lib/relatorios/types.ts
+++ b/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";
--- a/lib/relatorios/utils.ts
+++ b/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);
 }
--- a/components/calendario/utils.ts
+++ b/components/calendario/utils.ts
@@ -1,6 +1,7 @@
-import type { CalendarDay, CalendarEvent } from "@/components/calendario/types";
+import type { CalendarDay, CalendarEvent } from "@/lib/types/calendario";
+import { toDateOnlyString } from "@/lib/utils/date";

-export const formatDateKey = (date: Date) => date.toISOString().slice(0, 10);
+export const formatDateKey = (date: Date) => toDateOnlyString(date) ?? "";

 const getWeekdayIndex = (date: Date) => {
 	const day = date.getUTCDay(); // 0 (domingo) - 6 (sábado)