chore: ajustes de componentes, estilos, dependências e métricas do dashboard

- dashboard: melhorias em métricas, filtros de transações e overview de período
- transactions: colunas, tabela e página com novos campos e ajustes de exibição
- ui: card, table, navigation-menu, navbar, month-picker, logo-picker, theme-toggler
- calculator: ajustes de display, keypad e estado
- calendar: melhorias de grid e day-cell
- insights: atualização de constantes
- settings: pequenos ajustes
- pnpm-lock: atualização de dependências
- pdf.worker: atualização do worker

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

src/features/dashboard/categories/category-overview-queries.ts

@@ -20,6 +20,7 @@ import {
 	buildDashboardAdminFilters,
 	excludeAutoInvoiceEntries,
 	excludeInitialBalanceWhenConfigured,
+	excludeRefundEntries,
 	excludeTransactionsFromExcludedAccounts,
 } from "@/features/dashboard/transaction-filters";
 import { db } from "@/shared/lib/db";
@@ -168,6 +169,7 @@ export async function fetchDashboardCategoryOverview(
 							eq(transactions.transactionType, "Receita"),
 							eq(categories.type, "receita"),
 							excludeAutoInvoiceEntries(),
+							excludeRefundEntries(),
 							excludeInitialBalanceWhenConfigured(),
 						),
 					),

src/features/dashboard/components/dashboard-grid-editable.tsx

@@ -330,7 +330,7 @@ export function DashboardGridEditable({
 							>
 								<div className="relative">
 									{isEditing && (
-										<div className="absolute inset-0 z-10 bg-background/50 backdrop-blur-[1px] rounded-lg border-2 border-dashed border-primary/50 flex items-center justify-center">
+										<div className="absolute inset-0 z-10 bg-background/50 backdrop-blur-xs rounded-lg border border-dashed border-primary flex items-center justify-center">
 											<div className="flex flex-col items-center gap-2">
 												<RiDragMove2Line className="size-8 text-primary" />
 												<span className="text-xs font-medium">

src/features/dashboard/components/dashboard-metrics-cards.tsx

@@ -41,6 +41,7 @@ const CARDS = [
 			"Consideramos lançamentos efetivados e não efetivados da pessoa principal (admin).",
 			"Movimentações de contas marcadas como não consideradas no saldo total ficam fora deste card.",
 			"Não entram transferências internas nem lançamentos automáticos de fatura.",
+			"Reembolsos não entram como receita; eles abatem despesas e afetam o balanço líquido.",
 			"Saldo inicial também fica fora quando a conta está marcada para desconsiderá-lo das receitas.",
 		],
 	},
@@ -57,6 +58,7 @@ const CARDS = [
 			"Consideramos lançamentos efetivados e não efetivados da pessoa principal (admin).",
 			"Movimentações de contas marcadas como não consideradas no saldo total ficam fora deste card.",
 			"Não entram transferências internas nem lançamentos automáticos de fatura.",
+			"Reembolsos do período reduzem o total de despesas, sem deixar o card negativo.",
 			"O valor mostrado é a saída efetiva do período, sempre em número positivo no card.",
 		],
 	},
@@ -70,6 +72,7 @@ const CARDS = [
 		helpTitle: "Como calculamos o balanço",
 		helpLines: [
 			"Partimos de receitas menos despesas do período.",
+			"Reembolsos entram no resultado líquido, mas não inflam receitas nem despesas.",
 			"Receitas e despesas de contas marcadas como não consideradas no saldo total ficam fora do cálculo base.",
 			"Depois aplicamos ajustes de transferências entre contas consideradas e não consideradas no saldo total.",
 			"Se a transferência entra em conta considerada, soma. Se sai de conta considerada para conta não considerada, subtrai.",

src/features/dashboard/overview/current-period-overview-queries.ts

@@ -21,9 +21,11 @@ import { excludeTransactionsFromExcludedAccounts } from "@/features/dashboard/tr
 import {
 	ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
 	INITIAL_BALANCE_NOTE,
+	isRefundNote,
 } from "@/shared/lib/accounts/constants";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
+import { TRANSFER_CATEGORY_NAME } from "@/shared/lib/transfers/constants";
 import {
 	compareDateOnly,
 	getBusinessDateString,
@@ -58,6 +60,7 @@ type CurrentPeriodTransactionRow = {
 	categoryId: string | null;
 	categoryName: string | null;
 	categoryType: string | null;
+	accountId: string | null;
 	cardLogo: string | null;
 	accountLogo: string | null;
 	accountExcludeInitialBalanceFromIncome: boolean | null;
@@ -119,6 +122,9 @@ const shouldIncludeWithoutAutoInvoice = (note: string | null | undefined) =>
 const shouldIncludeWithoutAutoGenerated = (note: string | null | undefined) =>
 	!isInitialBalanceNote(note) && !isAutoInvoiceNote(note);
 
+const shouldIncludeWithoutRefund = (note: string | null | undefined) =>
+	!isRefundNote(note);
+
 const shouldIncludeInPaymentStatus = (row: CurrentPeriodTransactionRow) => {
 	if (!shouldIncludeWithoutAutoInvoice(row.note)) {
 		return false;
@@ -183,6 +189,7 @@ const buildBillsSnapshot = (
 				? row.boletoPaymentDate.toISOString().slice(0, 10)
 				: null,
 			isSettled: Boolean(row.isSettled),
+			accountId: row.accountId ?? null,
 		}))
 		.sort((a, b) => {
 			if (a.isSettled !== b.isSettled) {
@@ -259,6 +266,14 @@ const buildPaymentStatusData = (
 		}
 
 		const amount = toNumber(row.amount);
+		const isRefund = isRefundNote(row.note);
+
+		if (isRefund) {
+			const targetKey = row.isSettled === true ? "confirmed" : "pending";
+			result.expenses[targetKey] -= Math.abs(amount);
+			continue;
+		}
+
 		const target =
 			row.transactionType === TRANSACTION_TYPE_INCOME
 				? result.income
@@ -271,6 +286,8 @@ const buildPaymentStatusData = (
 		}
 	}
 
+	result.expenses.confirmed = Math.max(0, result.expenses.confirmed);
+	result.expenses.pending = Math.max(0, result.expenses.pending);
 	result.income.total = result.income.confirmed + result.income.pending;
 	result.expenses.total = result.expenses.confirmed + result.expenses.pending;
 
@@ -495,7 +512,9 @@ const buildPurchasesByCategoryData = (
 			!row.categoryName ||
 			!row.categoryType ||
 			!["despesa", "receita"].includes(row.categoryType) ||
+			row.categoryName === TRANSFER_CATEGORY_NAME ||
 			!shouldIncludeWithoutAutoGenerated(row.note) ||
+			!shouldIncludeWithoutRefund(row.note) ||
 			!shouldIncludeNamedItem(row.name)
 		) {
 			continue;
@@ -564,6 +583,7 @@ export async function fetchDashboardCurrentPeriodOverview(
 			categoryId: transactions.categoryId,
 			categoryName: categories.name,
 			categoryType: categories.type,
+			accountId: transactions.accountId,
 			cardLogo: cards.logo,
 			accountLogo: financialAccounts.logo,
 			accountExcludeInitialBalanceFromIncome:

src/features/dashboard/overview/period-overview-queries.ts

@@ -1,4 +1,4 @@
-import { and, asc, eq, gte, inArray, lte, sum } from "drizzle-orm";
+import { and, asc, eq, gte, inArray, lte, sql } from "drizzle-orm";
 import { financialAccounts, transactions } from "@/db/schema";
 import type { DashboardCardMetrics } from "@/features/dashboard/overview/dashboard-metrics-queries";
 import type {
@@ -11,6 +11,7 @@ import {
 	excludeInitialBalanceWhenConfigured,
 	excludeTransactionsFromExcludedAccounts,
 } from "@/features/dashboard/transaction-filters";
+import { REFUND_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
 import { safeToNumber } from "@/shared/utils/number";
@@ -31,6 +32,7 @@ const TRANSACTION_TYPE_TRANSFER = "Transferência";
 type PeriodTotals = {
 	receitas: number;
 	despesas: number;
+	reembolsos: number;
 	transferAdjustment: number;
 	balanco: number;
 };
@@ -39,6 +41,7 @@ type PeriodSummaryRow = {
 	period: string | null;
 	transactionType: string;
 	totalAmount: string | number | null;
+	refundAmount: string | number | null;
 	accountExcludeFromBalance: boolean | null;
 };
 
@@ -50,6 +53,7 @@ type DashboardPeriodOverview = {
 const createEmptyTotals = (): PeriodTotals => ({
 	receitas: 0,
 	despesas: 0,
+	reembolsos: 0,
 	transferAdjustment: 0,
 	balanco: 0,
 });
@@ -105,11 +109,17 @@ export async function fetchDashboardPeriodOverview(
 	const chartPeriods = generateLast6Months(period);
 	const startPeriod = addMonthsToPeriod(period, -24);
 
+	const refundPattern = `${REFUND_NOTE_PREFIX}%`;
 	const rows = (await db
 		.select({
 			period: transactions.period,
 			transactionType: transactions.transactionType,
-			totalAmount: sum(transactions.amount).as("total"),
+			totalAmount: sql<number>`coalesce(sum(case when ${transactions.note} ilike ${refundPattern} then 0 else ${transactions.amount} end), 0)`.as(
+				"total",
+			),
+			refundAmount: sql<number>`coalesce(sum(case when ${transactions.note} ilike ${refundPattern} then ${transactions.amount} else 0 end), 0)`.as(
+				"refund",
+			),
 			accountExcludeFromBalance: financialAccounts.excludeFromBalance,
 		})
 		.from(transactions)
@@ -151,6 +161,9 @@ export async function fetchDashboardPeriodOverview(
 
 		const totals = ensurePeriodTotals(periodTotals, row.period);
 		const total = safeToNumber(row.totalAmount);
+		const refund = safeToNumber(row.refundAmount);
+
+		totals.reembolsos += Math.abs(refund);
 
 		if (row.transactionType === TRANSACTION_TYPE_INCOME) {
 			totals.receitas += total;
@@ -179,9 +192,14 @@ export async function fetchDashboardPeriodOverview(
 
 	for (const key of periodRange) {
 		const totals = ensurePeriodTotals(periodTotals, key);
+		const netExpenses = Math.max(0, totals.despesas - totals.reembolsos);
 		totals.balanco =
-			totals.receitas - totals.despesas + totals.transferAdjustment;
+			totals.receitas -
+			totals.despesas +
+			totals.reembolsos +
+			totals.transferAdjustment;
 		runningForecast += totals.balanco;
+		totals.despesas = netExpenses;
 		forecastByPeriod.set(key, runningForecast);
 	}
 

src/features/dashboard/transaction-filters.ts

@@ -3,6 +3,7 @@ import { financialAccounts, transactions } from "@/db/schema";
 import {
 	ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
 	INITIAL_BALANCE_NOTE,
+	REFUND_NOTE_PREFIX,
 } from "@/shared/lib/accounts/constants";
 
 export { excludeTransactionsFromExcludedAccounts } from "@/shared/lib/accounts/query-filters";
@@ -27,6 +28,12 @@ export const excludeAutoInvoiceEntries = () =>
 		not(ilike(transactions.note, `${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`)),
 	);
 
+export const excludeRefundEntries = () =>
+	or(
+		isNull(transactions.note),
+		not(ilike(transactions.note, `${REFUND_NOTE_PREFIX}%`)),
+	);
+
 export const excludeInitialBalanceWhenConfigured = () =>
 	or(
 		isNull(transactions.note),