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

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- 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>
This commit is contained in:
Felipe Coutinho
2026-05-02 22:08:53 +00:00
parent d55173e8c1
commit 94bf93194f
40 changed files with 4699 additions and 477 deletions
Download Patch File Download Diff File Expand all files Collapse all files

20
src/features/dashboard/overview/current-period-overview-queries.ts
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@@ -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: