refactor(dashboard): reorganiza widgets e remove magnet-lines

lib/dashboard/categories/category-breakdown.ts

@@ -0,0 +1,121 @@
+import { calculatePercentageChange } from "@/lib/utils/math";
+import { safeToNumber as toNumber } from "@/lib/utils/number";
+
+export type DashboardCategoryBreakdownItem = {
+	categoryId: string;
+	categoryName: string;
+	categoryIcon: string | null;
+	currentAmount: number;
+	previousAmount: number;
+	percentageChange: number | null;
+	percentageOfTotal: number;
+	budgetAmount: number | null;
+	budgetUsedPercentage: number | null;
+};
+
+export type DashboardCategoryBreakdownData = {
+	categories: DashboardCategoryBreakdownItem[];
+	currentTotal: number;
+	previousTotal: number;
+};
+
+type CategoryBreakdownRow = {
+	categoryId: string;
+	categoryName: string;
+	categoryIcon: string | null;
+	period: string | null;
+	total: unknown;
+};
+
+type CategoryBudgetRow = {
+	categoriaId: string | null;
+	amount: unknown;
+};
+
+export function buildCategoryBreakdownData({
+	rows,
+	budgetRows,
+	period,
+}: {
+	rows: CategoryBreakdownRow[];
+	budgetRows: CategoryBudgetRow[];
+	period: string;
+}): DashboardCategoryBreakdownData {
+	const budgetMap = new Map<string, number>();
+	for (const row of budgetRows) {
+		if (row.categoriaId) {
+			budgetMap.set(row.categoriaId, toNumber(row.amount));
+		}
+	}
+
+	const categoryMap = new Map<
+		string,
+		{
+			name: string;
+			icon: string | null;
+			current: number;
+			previous: number;
+		}
+	>();
+
+	for (const row of rows) {
+		const entry = categoryMap.get(row.categoryId) ?? {
+			name: row.categoryName,
+			icon: row.categoryIcon,
+			current: 0,
+			previous: 0,
+		};
+
+		const amount = Math.abs(toNumber(row.total));
+		if (row.period === period) {
+			entry.current = amount;
+		} else {
+			entry.previous = amount;
+		}
+
+		categoryMap.set(row.categoryId, entry);
+	}
+
+	let currentTotal = 0;
+	let previousTotal = 0;
+	for (const entry of categoryMap.values()) {
+		currentTotal += entry.current;
+		previousTotal += entry.previous;
+	}
+
+	const categories: DashboardCategoryBreakdownItem[] = [];
+	for (const [categoryId, entry] of categoryMap) {
+		const percentageChange = calculatePercentageChange(
+			entry.current,
+			entry.previous,
+		);
+		const percentageOfTotal =
+			currentTotal > 0 ? (entry.current / currentTotal) * 100 : 0;
+
+		const budgetAmount = budgetMap.get(categoryId) ?? null;
+		const budgetUsedPercentage =
+			budgetAmount && budgetAmount > 0
+				? (entry.current / budgetAmount) * 100
+				: null;
+
+		categories.push({
+			categoryId,
+			categoryName: entry.name,
+			categoryIcon: entry.icon,
+			currentAmount: entry.current,
+			previousAmount: entry.previous,
+			percentageChange,
+			percentageOfTotal,
+			budgetAmount,
+			budgetUsedPercentage,
+		});
+	}
+
+	categories.sort((a, b) => b.currentAmount - a.currentAmount);
+
+	return {
+		categories,
+		currentTotal,
+		previousTotal,
+	};
+}

lib/dashboard/categories/category-details.ts

@@ -5,10 +5,10 @@ import {
 	ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
 	INITIAL_BALANCE_NOTE,
 } from "@/lib/contas/constants";
-import { toNumber } from "@/lib/dashboard/common";
 import { db } from "@/lib/db";
 import { mapLancamentosData } from "@/lib/lancamentos/page-helpers";
 import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
+import { safeToNumber as toNumber } from "@/lib/utils/number";
 import { getPreviousPeriod } from "@/lib/utils/period";
 
 type MappedLancamentos = ReturnType<typeof mapLancamentosData>;

lib/dashboard/categories/category-history.ts

@@ -1,12 +1,15 @@
-import { addMonths, format } from "date-fns";
-import { ptBR } from "date-fns/locale";
 import { and, eq, inArray, isNull, or, sql } from "drizzle-orm";
 import { categorias, lancamentos, pagadores } 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 { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
 import { CATEGORY_COLORS } from "@/lib/utils/category-colors";
+import { safeToNumber as toNumber } from "@/lib/utils/number";
+import {
+	addMonthsToPeriod,
+	buildPeriodWindow,
+	formatPeriodMonthShort,
+} from "@/lib/utils/period";
 
 export type CategoryOption = {
 	id: string;
@@ -34,6 +37,19 @@ export type CategoryHistoryData = {
 };
 
 const CHART_COLORS = CATEGORY_COLORS;
+type MonthlyCategoryRow = {
+	categoryId: string;
+	categoryName: string;
+	categoryIcon: string | null;
+	period: string;
+	totalAmount: unknown;
+};
+
+type UniqueCategory = {
+	id: string;
+	name: string;
+	icon: string | null;
+};
 
 export async function fetchAllCategories(
 	userId: string,
@@ -61,26 +77,16 @@ export async function fetchCategoryHistory(
 	currentPeriod: string,
 ): Promise<CategoryHistoryData> {
 	// Generate last 8 months, current month, and next month (10 total)
-	const periods: string[] = [];
-	const monthLabels: string[] = [];
-
-	const [year, month] = currentPeriod.split("-").map(Number);
-	const currentDate = new Date(year, month - 1, 1);
-
-	// Generate months from -8 to +1 (relative to current)
-	for (let i = 8; i >= -1; i--) {
-		const date = addMonths(currentDate, -i);
-		const period = format(date, "yyyy-MM");
-		const label = format(date, "MMM", { locale: ptBR }).toUpperCase();
-		periods.push(period);
-		monthLabels.push(label);
-	}
+	const periods = buildPeriodWindow(addMonthsToPeriod(currentPeriod, 1), 10);
+	const monthLabels = periods.map((period) =>
+		formatPeriodMonthShort(period).toUpperCase(),
+	);
 
 	// Fetch all categories for the selector
 	const allCategories = await fetchAllCategories(userId);
 
 	// Fetch monthly data for ALL categories with transactions
-	const monthlyDataQuery = await db
+	const monthlyDataQuery = (await db
 		.select({
 			categoryId: categorias.id,
 			categoryName: categorias.name,
@@ -112,7 +118,7 @@ export async function fetchCategoryHistory(
 			categorias.name,
 			categorias.icon,
 			lancamentos.period,
-		);
+		)) as MonthlyCategoryRow[];
 
 	if (monthlyDataQuery.length === 0) {
 		return {
@@ -124,8 +130,8 @@ export async function fetchCategoryHistory(
 	}
 
 	// Get unique categories from query results
-	const uniqueCategories = Array.from(
-		new Map(
+	const uniqueCategories: UniqueCategory[] = Array.from(
+		new Map<string, UniqueCategory>(
 			monthlyDataQuery.map((row) => [
 				row.categoryId,
 				{
@@ -178,15 +184,20 @@ export async function fetchCategoryHistory(
 	});
 
 	// Convert to chart data format
-	const chartData = monthLabels.map((month) => {
-		const dataPoint: Record<string, number | string> = { month };
+	const chartData: CategoryHistoryData["chartData"] = monthLabels.map(
+		(month) => {
+			const dataPoint: {
+				month: string;
+				[categoryName: string]: number | string;
+			} = { month };
 
-		categoriesMap.forEach((category) => {
-			dataPoint[category.name] = category.data[month];
-		});
+			categoriesMap.forEach((category) => {
+				dataPoint[category.name] = category.data[month];
+			});
 
-		return dataPoint;
-	});
+			return dataPoint;
+		},
+	);
 
 	return {
 		months: monthLabels,

lib/dashboard/categories/expenses-by-category.ts

@@ -1,29 +1,20 @@
-import { and, eq, inArray, isNull, or, sql } from "drizzle-orm";
+import { and, eq, inArray, sql } from "drizzle-orm";
 import { categorias, lancamentos, orcamentos } from "@/db/schema";
-import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/lib/contas/constants";
-import { toNumber } from "@/lib/dashboard/common";
+import {
+	buildCategoryBreakdownData,
+	type DashboardCategoryBreakdownData,
+	type DashboardCategoryBreakdownItem,
+} from "@/lib/dashboard/categories/category-breakdown";
+import {
+	buildDashboardAdminFilters,
+	excludeAutoInvoiceEntries,
+} from "@/lib/dashboard/lancamento-filters";
 import { db } from "@/lib/db";
 import { getAdminPagadorId } from "@/lib/pagadores/get-admin-id";
-import { calculatePercentageChange } from "@/lib/utils/math";
 import { getPreviousPeriod } from "@/lib/utils/period";
 
-export type CategoryExpenseItem = {
-	categoryId: string;
-	categoryName: string;
-	categoryIcon: string | null;
-	currentAmount: number;
-	previousAmount: number;
-	percentageChange: number | null;
-	percentageOfTotal: number;
-	budgetAmount: number | null;
-	budgetUsedPercentage: number | null;
-};
-
-export type ExpensesByCategoryData = {
-	categories: CategoryExpenseItem[];
-	currentTotal: number;
-	previousTotal: number;
-};
+export type CategoryExpenseItem = DashboardCategoryBreakdownItem;
+export type ExpensesByCategoryData = DashboardCategoryBreakdownData;
 
 export async function fetchExpensesByCategory(
 	userId: string,
@@ -50,15 +41,11 @@ export async function fetchExpensesByCategory(
 			.innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
 			.where(
 				and(
-					eq(lancamentos.userId, userId),
-					eq(lancamentos.pagadorId, adminPagadorId),
+					...buildDashboardAdminFilters({ userId, adminPagadorId }),
 					inArray(lancamentos.period, [period, previousPeriod]),
 					eq(lancamentos.transactionType, "Despesa"),
 					eq(categorias.type, "despesa"),
-					or(
-						isNull(lancamentos.note),
-						sql`${lancamentos.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
-					),
+					excludeAutoInvoiceEntries(),
 				),
 			)
 			.groupBy(
@@ -76,85 +63,9 @@ export async function fetchExpensesByCategory(
 			.where(and(eq(orcamentos.userId, userId), eq(orcamentos.period, period))),
 	]);
 
-	// Build budget lookup
-	const budgetMap = new Map<string, number>();
-	for (const row of budgetRows) {
-		if (row.categoriaId) {
-			budgetMap.set(row.categoriaId, toNumber(row.amount));
-		}
-	}
-
-	// Build category data from grouped results
-	const categoryMap = new Map<
-		string,
-		{
-			name: string;
-			icon: string | null;
-			current: number;
-			previous: number;
-		}
-	>();
-
-	for (const row of rows) {
-		const entry = categoryMap.get(row.categoryId) ?? {
-			name: row.categoryName,
-			icon: row.categoryIcon,
-			current: 0,
-			previous: 0,
-		};
-
-		const amount = Math.abs(toNumber(row.total));
-		if (row.period === period) {
-			entry.current = amount;
-		} else {
-			entry.previous = amount;
-		}
-		categoryMap.set(row.categoryId, entry);
-	}
-
-	// Calculate totals
-	let currentTotal = 0;
-	let previousTotal = 0;
-	for (const entry of categoryMap.values()) {
-		currentTotal += entry.current;
-		previousTotal += entry.previous;
-	}
-
-	// Build result
-	const categories: CategoryExpenseItem[] = [];
-	for (const [categoryId, entry] of categoryMap) {
-		const percentageChange = calculatePercentageChange(
-			entry.current,
-			entry.previous,
-		);
-		const percentageOfTotal =
-			currentTotal > 0 ? (entry.current / currentTotal) * 100 : 0;
-
-		const budgetAmount = budgetMap.get(categoryId) ?? null;
-		const budgetUsedPercentage =
-			budgetAmount && budgetAmount > 0
-				? (entry.current / budgetAmount) * 100
-				: null;
-
-		categories.push({
-			categoryId,
-			categoryName: entry.name,
-			categoryIcon: entry.icon,
-			currentAmount: entry.current,
-			previousAmount: entry.previous,
-			percentageChange,
-			percentageOfTotal,
-			budgetAmount,
-			budgetUsedPercentage,
-		});
-	}
-
-	// Ordena por valor atual (maior para menor)
-	categories.sort((a, b) => b.currentAmount - a.currentAmount);
-
-	return {
-		categories,
-		currentTotal,
-		previousTotal,
-	};
+	return buildCategoryBreakdownData({
+		rows,
+		budgetRows,
+		period,
+	});
 }

lib/dashboard/categories/income-by-category.ts

@@ -1,32 +1,21 @@
-import { and, eq, inArray, isNull, ne, or, sql } from "drizzle-orm";
+import { and, eq, inArray, sql } from "drizzle-orm";
 import { categorias, contas, lancamentos, orcamentos } from "@/db/schema";
 import {
-	ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
-	INITIAL_BALANCE_NOTE,
-} from "@/lib/contas/constants";
+	buildCategoryBreakdownData,
+	type DashboardCategoryBreakdownData,
+	type DashboardCategoryBreakdownItem,
+} from "@/lib/dashboard/categories/category-breakdown";
+import {
+	buildDashboardAdminFilters,
+	excludeAutoInvoiceEntries,
+	excludeInitialBalanceWhenConfigured,
+} from "@/lib/dashboard/lancamento-filters";
 import { db } from "@/lib/db";
 import { getAdminPagadorId } from "@/lib/pagadores/get-admin-id";
-import { calculatePercentageChange } from "@/lib/utils/math";
-import { safeToNumber } from "@/lib/utils/number";
 import { getPreviousPeriod } from "@/lib/utils/period";
 
-export type CategoryIncomeItem = {
-	categoryId: string;
-	categoryName: string;
-	categoryIcon: string | null;
-	currentAmount: number;
-	previousAmount: number;
-	percentageChange: number | null;
-	percentageOfTotal: number;
-	budgetAmount: number | null;
-	budgetUsedPercentage: number | null;
-};
-
-export type IncomeByCategoryData = {
-	categories: CategoryIncomeItem[];
-	currentTotal: number;
-	previousTotal: number;
-};
+export type CategoryIncomeItem = DashboardCategoryBreakdownItem;
+export type IncomeByCategoryData = DashboardCategoryBreakdownData;
 
 export async function fetchIncomeByCategory(
 	userId: string,
@@ -54,21 +43,12 @@ export async function fetchIncomeByCategory(
 			.leftJoin(contas, eq(lancamentos.contaId, contas.id))
 			.where(
 				and(
-					eq(lancamentos.userId, userId),
-					eq(lancamentos.pagadorId, adminPagadorId),
+					...buildDashboardAdminFilters({ userId, adminPagadorId }),
 					inArray(lancamentos.period, [period, previousPeriod]),
 					eq(lancamentos.transactionType, "Receita"),
 					eq(categorias.type, "receita"),
-					or(
-						isNull(lancamentos.note),
-						sql`${lancamentos.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
-					),
-					// Excluir saldos iniciais se a conta tiver o flag ativo
-					or(
-						ne(lancamentos.note, INITIAL_BALANCE_NOTE),
-						isNull(contas.excludeInitialBalanceFromIncome),
-						eq(contas.excludeInitialBalanceFromIncome, false),
-					),
+					excludeAutoInvoiceEntries(),
+					excludeInitialBalanceWhenConfigured(),
 				),
 			)
 			.groupBy(
@@ -86,85 +66,9 @@ export async function fetchIncomeByCategory(
 			.where(and(eq(orcamentos.userId, userId), eq(orcamentos.period, period))),
 	]);
 
-	// Build budget lookup
-	const budgetMap = new Map<string, number>();
-	for (const row of budgetRows) {
-		if (row.categoriaId) {
-			budgetMap.set(row.categoriaId, safeToNumber(row.amount));
-		}
-	}
-
-	// Build category data from grouped results
-	const categoryMap = new Map<
-		string,
-		{
-			name: string;
-			icon: string | null;
-			current: number;
-			previous: number;
-		}
-	>();
-
-	for (const row of rows) {
-		const entry = categoryMap.get(row.categoryId) ?? {
-			name: row.categoryName,
-			icon: row.categoryIcon,
-			current: 0,
-			previous: 0,
-		};
-
-		const amount = Math.abs(safeToNumber(row.total));
-		if (row.period === period) {
-			entry.current = amount;
-		} else {
-			entry.previous = amount;
-		}
-		categoryMap.set(row.categoryId, entry);
-	}
-
-	// Calculate totals
-	let currentTotal = 0;
-	let previousTotal = 0;
-	for (const entry of categoryMap.values()) {
-		currentTotal += entry.current;
-		previousTotal += entry.previous;
-	}
-
-	// Build result
-	const categories: CategoryIncomeItem[] = [];
-	for (const [categoryId, entry] of categoryMap) {
-		const percentageChange = calculatePercentageChange(
-			entry.current,
-			entry.previous,
-		);
-		const percentageOfTotal =
-			currentTotal > 0 ? (entry.current / currentTotal) * 100 : 0;
-
-		const budgetAmount = budgetMap.get(categoryId) ?? null;
-		const budgetUsedPercentage =
-			budgetAmount && budgetAmount > 0
-				? (entry.current / budgetAmount) * 100
-				: null;
-
-		categories.push({
-			categoryId,
-			categoryName: entry.name,
-			categoryIcon: entry.icon,
-			currentAmount: entry.current,
-			previousAmount: entry.previous,
-			percentageChange,
-			percentageOfTotal,
-			budgetAmount,
-			budgetUsedPercentage,
-		});
-	}
-
-	// Ordena por valor atual (maior para menor)
-	categories.sort((a, b) => b.currentAmount - a.currentAmount);
-
-	return {
-		categories,
-		currentTotal,
-		previousTotal,
-	};
+	return buildCategoryBreakdownData({
+		rows,
+		budgetRows,
+		period,
+	});
 }