refactor: atualiza transacoes dashboard e relatorios

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

@@ -3,16 +3,16 @@ import { RiAddLine } from "@remixicon/react";
 import { useEffect, useMemo, useState, useTransition } from "react";
 import { toast } from "sonner";
 import {
-	createLancamentoAction,
-	updateLancamentoAction,
+	createTransactionAction,
+	updateTransactionAction,
 } from "@/features/transactions/actions";
 import {
-	filterSecondaryPagadorOptions,
-	groupAndSortCategorias,
-} from "@/features/transactions/categoria-helpers";
+	filterSecondaryPayerOptions,
+	groupAndSortCategories,
+} from "@/features/transactions/category-helpers";
 import {
 	applyFieldDependencies,
-	buildLancamentoInitialState,
+	buildTransactionInitialState,
 	deriveCreditCardPeriod,
 } from "@/features/transactions/form-helpers";
 import { Button } from "@/shared/components/ui/button";
@@ -36,41 +36,41 @@ import { BoletoFieldsSection } from "./boleto-fields-section";
 import { CategorySection } from "./category-section";
 import { ConditionSection } from "./condition-section";
 import { NoteSection } from "./note-section";
-import { PagadorSection } from "./pagador-section";
+import { PayerSection } from "./payer-section";
 import { PaymentMethodSection } from "./payment-method-section";
 import { SplitAndSettlementSection } from "./split-settlement-section";
 import type {
 	FormState,
-	LancamentoDialogProps,
+	TransactionDialogProps,
 } from "./transaction-dialog-types";
 
-export function LancamentoDialog({
+export function TransactionDialog({
 	mode,
 	trigger,
 	open,
 	onOpenChange,
-	pagadorOptions,
-	splitPagadorOptions,
-	defaultPagadorId,
-	contaOptions,
-	cartaoOptions,
-	categoriaOptions,
+	payerOptions,
+	splitPayerOptions,
+	defaultPayerId,
+	accountOptions,
+	cardOptions,
+	categoryOptions,
 	estabelecimentos,
-	lancamento,
+	transaction,
 	defaultPeriod,
-	defaultCartaoId,
+	defaultCardId,
 	defaultPaymentMethod,
 	defaultPurchaseDate,
 	defaultName,
 	defaultAmount,
-	lockCartaoSelection,
+	lockCardSelection,
 	lockPaymentMethod,
 	isImporting = false,
 	defaultTransactionType,
 	forceShowTransactionType = false,
 	onSuccess,
 	onBulkEditRequest,
-}: LancamentoDialogProps) {
+}: TransactionDialogProps) {
 	const [dialogOpen, setDialogOpen] = useControlledState(
 		open,
 		false,
@@ -78,8 +78,8 @@ export function LancamentoDialog({
 	);
 
 	const [formState, setFormState] = useState<FormState>(() =>
-		buildLancamentoInitialState(lancamento, defaultPagadorId, defaultPeriod, {
-			defaultCartaoId,
+		buildTransactionInitialState(transaction, defaultPayerId, defaultPeriod, {
+			defaultCardId,
 			defaultPaymentMethod,
 			defaultPurchaseDate,
 			defaultName,
@@ -93,12 +93,12 @@ export function LancamentoDialog({
 
 	useEffect(() => {
 		if (dialogOpen) {
-			const initial = buildLancamentoInitialState(
-				lancamento,
-				defaultPagadorId,
+			const initial = buildTransactionInitialState(
+				transaction,
+				defaultPayerId,
 				defaultPeriod,
 				{
-					defaultCartaoId,
+					defaultCardId,
 					defaultPaymentMethod,
 					defaultPurchaseDate,
 					defaultName,
@@ -108,15 +108,13 @@ export function LancamentoDialog({
 				},
 			);
 
-			// Derive credit card period on open when cartaoId is pre-filled
+			// Derive credit card period on open when cardId is pre-filled
 			if (
 				initial.paymentMethod === "Cartão de crédito" &&
-				initial.cartaoId &&
+				initial.cardId &&
 				initial.purchaseDate
 			) {
-				const card = cartaoOptions.find(
-					(opt) => opt.value === initial.cartaoId,
-				);
+				const card = cardOptions.find((opt) => opt.value === initial.cardId);
 				if (card?.closingDay) {
 					initial.period = deriveCreditCardPeriod(
 						initial.purchaseDate,
@@ -131,45 +129,45 @@ export function LancamentoDialog({
 		}
 	}, [
 		dialogOpen,
-		lancamento,
-		defaultPagadorId,
+		transaction,
+		defaultPayerId,
 		defaultPeriod,
-		defaultCartaoId,
+		defaultCardId,
 		defaultPaymentMethod,
 		defaultPurchaseDate,
 		defaultName,
 		defaultAmount,
 		defaultTransactionType,
 		isImporting,
-		cartaoOptions,
+		cardOptions,
 	]);
 
-	const primaryPagador = formState.pagadorId;
+	const primaryPayerId = formState.payerId;
 
-	const secondaryPagadorOptions = useMemo(
-		() => filterSecondaryPagadorOptions(splitPagadorOptions, primaryPagador),
-		[splitPagadorOptions, primaryPagador],
+	const secondaryPayerOptions = useMemo(
+		() => filterSecondaryPayerOptions(splitPayerOptions, primaryPayerId),
+		[splitPayerOptions, primaryPayerId],
 	);
 
-	const categoriaGroups = useMemo(() => {
-		const filtered = categoriaOptions.filter(
+	const categoryGroups = useMemo(() => {
+		const filtered = categoryOptions.filter(
 			(option) =>
 				option.group?.toLowerCase() === formState.transactionType.toLowerCase(),
 		);
-		return groupAndSortCategorias(filtered);
-	}, [categoriaOptions, formState.transactionType]);
+		return groupAndSortCategories(filtered);
+	}, [categoryOptions, formState.transactionType]);
 
-	type CreateLancamentoInput = Parameters<typeof createLancamentoAction>[0];
-	type UpdateLancamentoInput = Parameters<typeof updateLancamentoAction>[0];
+	type CreateTransactionInput = Parameters<typeof createTransactionAction>[0];
+	type UpdateTransactionInput = Parameters<typeof updateTransactionAction>[0];
 
 	const totalAmount = useMemo(() => {
 		const parsed = Number.parseFloat(formState.amount);
 		return Number.isNaN(parsed) ? 0 : Math.abs(parsed);
 	}, [formState.amount]);
 
-	function getCardInfo(cartaoId: string | undefined) {
-		if (!cartaoId) return null;
-		const card = cartaoOptions.find((opt) => opt.value === cartaoId);
+	function getCardInfo(cardId: string | undefined) {
+		if (!cardId) return null;
+		const card = cardOptions.find((opt) => opt.value === cardId);
 		if (!card) return null;
 		return {
 			closingDay: card.closingDay ?? null,
@@ -182,9 +180,9 @@ export function LancamentoDialog({
 		value: FormState[Key],
 	) {
 		setFormState((prev) => {
-			const effectiveCartaoId =
-				key === "cartaoId" ? (value as string) : prev.cartaoId;
-			const cardInfo = getCardInfo(effectiveCartaoId);
+			const effectiveCardId =
+				key === "cardId" ? (value as string) : prev.cardId;
+			const cardInfo = getCardInfo(effectiveCardId);
 
 			const dependencies = applyFieldDependencies(key, value, prev, cardInfo);
 
@@ -214,7 +212,7 @@ export function LancamentoDialog({
 			return;
 		}
 
-		if (formState.isSplit && !formState.pagadorId) {
+		if (formState.isSplit && !formState.payerId) {
 			const message =
 				"Selecione o pagador principal para dividir o lançamento.";
 			setErrorMessage(message);
@@ -222,7 +220,7 @@ export function LancamentoDialog({
 			return;
 		}
 
-		if (formState.isSplit && !formState.secondaryPagadorId) {
+		if (formState.isSplit && !formState.secondaryPayerId) {
 			const message =
 				"Selecione o pagador secundário para dividir o lançamento.";
 			setErrorMessage(message);
@@ -240,7 +238,7 @@ export function LancamentoDialog({
 
 		const sanitizedAmount = Math.abs(amountValue);
 
-		if (!formState.categoriaId) {
+		if (!formState.categoryId) {
 			const message = "Selecione uma categoria.";
 			setErrorMessage(message);
 			toast.error(message);
@@ -248,32 +246,32 @@ export function LancamentoDialog({
 		}
 
 		if (formState.paymentMethod === "Cartão de crédito") {
-			if (!formState.cartaoId) {
+			if (!formState.cardId) {
 				const message = "Selecione o cartão.";
 				setErrorMessage(message);
 				toast.error(message);
 				return;
 			}
-		} else if (!formState.contaId) {
+		} else if (!formState.accountId) {
 			const message = "Selecione a conta.";
 			setErrorMessage(message);
 			toast.error(message);
 			return;
 		}
 
-		const payload: CreateLancamentoInput = {
+		const payload: CreateTransactionInput = {
 			purchaseDate: formState.purchaseDate,
 			period: formState.period,
 			name: formState.name.trim(),
 			transactionType:
-				formState.transactionType as CreateLancamentoInput["transactionType"],
+				formState.transactionType as CreateTransactionInput["transactionType"],
 			amount: sanitizedAmount,
-			condition: formState.condition as CreateLancamentoInput["condition"],
+			condition: formState.condition as CreateTransactionInput["condition"],
 			paymentMethod:
-				formState.paymentMethod as CreateLancamentoInput["paymentMethod"],
-			pagadorId: formState.pagadorId ?? null,
-			secondaryPagadorId: formState.isSplit
-				? formState.secondaryPagadorId
+				formState.paymentMethod as CreateTransactionInput["paymentMethod"],
+			payerId: formState.payerId ?? null,
+			secondaryPayerId: formState.isSplit
+				? formState.secondaryPayerId
 				: undefined,
 			isSplit: formState.isSplit,
 			primarySplitAmount: formState.isSplit
@@ -282,9 +280,9 @@ export function LancamentoDialog({
 			secondarySplitAmount: formState.isSplit
 				? Number.parseFloat(formState.secondarySplitAmount) || undefined
 				: undefined,
-			contaId: formState.contaId ?? null,
-			cartaoId: formState.cartaoId ?? null,
-			categoriaId: formState.categoriaId ?? null,
+			accountId: formState.accountId ?? null,
+			cardId: formState.cardId ?? null,
+			categoryId: formState.categoryId ?? null,
 			note: formState.note.trim() || null,
 			isSettled:
 				formState.paymentMethod === "Cartão de crédito"
@@ -309,7 +307,7 @@ export function LancamentoDialog({
 
 		startTransition(async () => {
 			if (mode === "create") {
-				const result = await createLancamentoAction(payload);
+				const result = await createTransactionAction(payload);
 
 				if (result.success) {
 					toast.success(result.message);
@@ -324,18 +322,18 @@ export function LancamentoDialog({
 			}
 
 			// Update mode
-			const hasSeriesId = Boolean(lancamento?.seriesId);
+			const hasSeriesId = Boolean(transaction?.seriesId);
 
 			if (hasSeriesId && onBulkEditRequest) {
 				// Para lançamentos em série, abre o diálogo de bulk action
 				onBulkEditRequest({
-					id: lancamento?.id ?? "",
+					id: transaction?.id ?? "",
 					name: formState.name.trim(),
-					categoriaId: formState.categoriaId,
+					categoryId: formState.categoryId,
 					note: formState.note.trim() || "",
-					pagadorId: formState.pagadorId,
-					contaId: formState.contaId,
-					cartaoId: formState.cartaoId,
+					payerId: formState.payerId,
+					accountId: formState.accountId,
+					cardId: formState.cardId,
 					amount: sanitizedAmount,
 					dueDate:
 						formState.paymentMethod === "Boleto"
@@ -350,12 +348,12 @@ export function LancamentoDialog({
 			}
 
 			// Atualização normal para lançamentos únicos ou todos os campos
-			const updatePayload: UpdateLancamentoInput = {
-				id: lancamento?.id ?? "",
+			const updatePayload: UpdateTransactionInput = {
+				id: transaction?.id ?? "",
 				...payload,
 			};
 
-			const result = await updateLancamentoAction(updatePayload);
+			const result = await updateTransactionAction(updatePayload);
 
 			if (result.success) {
 				toast.success(result.message);
@@ -369,15 +367,15 @@ export function LancamentoDialog({
 		});
 	};
 
-	const isCopyMode = mode === "create" && Boolean(lancamento) && !isImporting;
-	const isImportMode = mode === "create" && Boolean(lancamento) && isImporting;
+	const isCopyMode = mode === "create" && Boolean(transaction) && !isImporting;
+	const isImportMode = mode === "create" && Boolean(transaction) && isImporting;
 	const isNewWithType =
-		mode === "create" && !lancamento && defaultTransactionType;
+		mode === "create" && !transaction && defaultTransactionType;
 
 	const title =
 		mode === "create"
 			? isImportMode
-				? "Importar para Minha Conta"
+				? "Importar para Minha FinancialAccount"
 				: isCopyMode
 					? "Copiar lançamento"
 					: isNewWithType
@@ -405,7 +403,7 @@ export function LancamentoDialog({
 	const showSettledToggle = formState.paymentMethod !== "Cartão de crédito";
 	const isUpdateMode = mode === "update";
 	const disablePaymentMethod = Boolean(lockPaymentMethod && mode === "create");
-	const disableCartaoSelect = Boolean(lockCartaoSelection && mode === "create");
+	const disableCardSelect = Boolean(lockCardSelection && mode === "create");
 
 	return (
 		<Dialog open={dialogOpen} onOpenChange={setDialogOpen}>
@@ -430,8 +428,8 @@ export function LancamentoDialog({
 					<CategorySection
 						formState={formState}
 						onFieldChange={handleFieldChange}
-						categoriaOptions={categoriaOptions}
-						categoriaGroups={categoriaGroups}
+						categoryOptions={categoryOptions}
+						categoryGroups={categoryGroups}
 						isUpdateMode={isUpdateMode}
 						hideTransactionType={
 							Boolean(isNewWithType) && !forceShowTransactionType
@@ -446,22 +444,22 @@ export function LancamentoDialog({
 						/>
 					) : null}
 
-					<PagadorSection
+					<PayerSection
 						formState={formState}
 						onFieldChange={handleFieldChange}
-						pagadorOptions={pagadorOptions}
-						secondaryPagadorOptions={secondaryPagadorOptions}
+						payerOptions={payerOptions}
+						secondaryPayerOptions={secondaryPayerOptions}
 						totalAmount={totalAmount}
 					/>
 
 					<PaymentMethodSection
 						formState={formState}
 						onFieldChange={handleFieldChange}
-						contaOptions={contaOptions}
-						cartaoOptions={cartaoOptions}
+						accountOptions={accountOptions}
+						cardOptions={cardOptions}
 						isUpdateMode={isUpdateMode}
 						disablePaymentMethod={disablePaymentMethod}
-						disableCartaoSelect={disableCartaoSelect}
+						disableCardSelect={disableCardSelect}
 					/>
 
 					{showDueDate ? (