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>
2026-05-09 02:51:46 +00:00 · 2026-05-02 22:08:53 +00:00
parent d55173e8c1
commit 94bf93194f
40 changed files with 4699 additions and 477 deletions
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -5,7 +5,44 @@ Todas as mudanças notáveis deste projeto serão documentadas neste arquivo.
 O formato é baseado em [Keep a Changelog](https://keepachangelog.com/pt-BR/1.1.0/),
 e este projeto adere ao [Versionamento Semântico](https://semver.org/lang/pt-BR/).

-## [Unreleased]
+## [2.5.0] - 2026-05-01
+
+Esta versão melhora o fechamento de faturas, a correção de lançamentos já registrados e a conferência de saldos contra o extrato do banco. O novo **ajuste de fatura** fecha a conta entre o total calculado pelo sistema e o valor real cobrado pelo banco, sem exigir que o usuário reabra lançamentos individuais. A mesma ideia foi estendida para **contas correntes**: na página do extrato, ao lado de "Saldo ao final do período", o usuário informa o saldo real e o sistema cria (ou atualiza) um lançamento de ajuste no período visualizado. Também entra o fluxo de **reembolso** para despesas à vista: pelo menu de ações do lançamento, o usuário informa a data do reembolso e o sistema cria uma receita espelhada no extrato ou na fatura correta. O widget de boletos do dashboard ganhou paridade com o widget de faturas — confirmação de pagamento agora pede conta de origem e data antes de quitar o boleto. Por fim, o **limite do cartão** passou a ser obrigatório e o sistema bloqueia despesas em cartão que ultrapassem o limite disponível, retornando uma mensagem com o valor exato disponível. As operações mantêm rastro no lançamento gerado e respeitam a proteção de faturas já pagas.
+
+### Adicionado
+- Nome do boleto no widget de Boletos agora é um link para `/transactions?q=<nome>`, incluindo `?periodo=<mes-ano>` automaticamente quando o período selecionado não é o atual. Ícone `RiExternalLinkLine` ao lado do nome, igual ao padrão do widget de Faturas.
+- Botão "Ajustar fatura" ao lado do valor na página da fatura.
+- Dialog `AdjustInvoiceDialog` com input de valor correto e preview da diferença.
+- Action `adjustInvoiceAction` que faz upsert/delete idempotente do lançamento de ajuste.
+- Botão "Ajustar saldo" ao lado do valor na página do extrato da conta.
+- Dialog `AdjustBalanceDialog` com input do saldo correto e preview da diferença que será lançada (receita ou despesa).
+- Action `adjustAccountBalanceAction` que faz upsert/delete idempotente do lançamento de ajuste por `(accountId, period)`.
+- Opção "Reembolso" no dropdown de ações de despesas à vista, posicionada após "Copiar" e antes de "Remover".
+- Dialog `RefundTransactionDialog` com seleção da data do reembolso e indicação do período de destino.
+- Action `refundTransactionAction` que cria uma receita de reembolso vinculada ao lançamento original.
+- Constantes compartilhadas `INVOICE_ADJUSTMENT_NAME`, `ACCOUNT_BALANCE_ADJUSTMENT_NAME`, `REFUND_NOTE_PREFIX` e `buildRefundNote()` em `shared/lib/accounts/constants.ts`.
+- Validação de limite de cartão: `validateCardLimit()` em `transactions/actions/core.ts` calcula o uso atual do cartão (somando lançamentos não quitados, com a mesma regra usada em `cards/queries.ts` para recorrentes) e bloqueia criação ou edição de despesa em cartão que ultrapasse o disponível, retornando "Lançamento de R$ X excede o limite disponível do cartão (R$ Y)."
+- Schema reutilizável `requiredDecimalSchema(fieldName)` em `shared/lib/schemas/common.ts` — número/string positiva (`> 0`) com mensagens parametrizáveis.
+
+### Alterado
+- **Limite do cartão é obrigatório**: campo `limite` em `cartoes` ganhou `NOT NULL DEFAULT 0` no schema, validação Zod com `requiredDecimalSchema("limite")`, atributo `required` no input do formulário e checagem client-side antes do submit. Tipos `Card.limit` e `Card.limitAvailable` deixam de ser nullable; branch "Ainda não há limite registrado" foi removido de `card-item.tsx` e a derivação defensiva em `cards/[cardId]/invoice` foi simplificada.
+- Migration `0029_friendly_spitfire`: preenche com `0` registros legados antes do `SET NOT NULL` para não quebrar bancos com cartões sem limite.
+- Métricas principais passam a tratar reembolsos como abatimento de despesa, não como receita comum.
+- Cards de receitas/despesas, série histórica do dashboard e resumo do extrato agora preservam o efeito líquido do reembolso no balanço sem inflar entradas e saídas.
+- Pagamento de fatura agora abre confirmação com conta de origem selecionável; por padrão vem a conta vinculada ao cartão, mas o usuário pode escolher outra conta antes de confirmar.
+- Widget de faturas no dashboard ganhou a mesma confirmação: o modal "Confirmar pagamento" agora pede conta de origem e data antes de marcar a fatura como paga, alinhando o comportamento ao da página de fatura.
+- Widget de boletos no dashboard ganhou a mesma paridade: o modal "Confirmar pagamento" passou a oferecer seleção de **conta de pagamento** e **data do pagamento**, com mesma estrutura de cards de detalhes, métricas, separator e formulário condicional do widget de faturas.
+- `toggleTransactionSettlementAction` agora aceita `paymentAccountId` e `paymentDate` opcionais para boletos — quando informados, atualiza a `accountId` do lançamento e usa a data escolhida em `boletoPaymentDate` (em vez da data atual).
+- `DashboardBill` passa a expor `accountId` para que o dialog inicialize a conta com o valor já vinculado ao boleto.
+- Widget "Lançamentos por Categorias" agora ignora a categoria "Transferência interna" — transferências entre contas próprias deixam de poluir o ranking de categorias.
+
+### Corrigido
+- Erro de hidratação no widget de Anotações: `Intl.DateTimeFormat` sem `timeZone` usava o fuso do servidor (UTC) no SSR e o fuso do browser (BRT) no cliente, resultando em datas divergentes. Ambos os formatters passam a usar `timeZone: "America/Sao_Paulo"` explicitamente.
+- Extrato da conta agora contabiliza transferências internas nos cards de **Entradas** e **Saídas**: transferência recebida soma em Entradas, transferência enviada soma em Saídas. Antes o saldo final refletia o movimento mas os cards permaneciam zerados, gerando inconsistência visível na tela (issue #47).
+
+### Removido
+- Seção "Veja o que você pode fazer" (galeria de screenshots com abas) da landing page, junto com o componente `ScreenshotTabs`, as 14 imagens `preview-*.webp`, o bloco `screenshots` em `images.ts`, o link `#telas` do nav e o export `pwaCompatList` sem uso.
+- Exports mortos `dateFormatter` e `monthFormatter` de `features/transactions/formatting-helpers.ts`.

 ## [2.4.4] - 2026-04-27

@@ -97,7 +134,7 @@ Esta versão é quase toda sobre organização e polimento. O código interno do
 - UI: budget-card, card-item e componentes do calendário (day-cell, event-modal) com layout revisado
 - UI: auth-card-shell simplificado (removido glassmorphism e blob animado)
 - Landing: imagens de preview atualizadas; `mainFeatures` + `extraFeatures` unificados em grid único; dark mode nos botões de CTA
- Navbar: dark mode corrigido no navbar-shell (`dark:bg-card`, `dark:border-b-border/60`)
+- Navbar: dark mode corrigido no navbar-shell (`dark:bg-card`, `dark:border-b-border`)
 - Logo.dev: `NEXT_PUBLIC_LOGO_DEV_TOKEN` renomeado para `LOGO_DEV_TOKEN` (agora lido em runtime server-side apenas)
 - UI: conceito "Pagador/Pagadores" renomeado para **"Pessoa/Pessoas"** em toda a interface — labels, títulos, toasts, mensagens de erro, cabeçalhos de tabela e exportações. Código, rotas (`/payers`) e schema do banco (`pagadores`) permanecem inalterados; a divergência entre UI e código é intencional
 - Deps: next 16.2.3 → 16.2.4, better-auth 1.6.2 → 1.6.5, ai 6.0.159 → 6.0.168 e outros patches menores
--- a/DESIGN.md
+++ b/DESIGN.md
@@ -0,0 +1,389 @@
+# Design System Inspired by OpenMonetis
+
+## 1. Visual Theme & Atmosphere
+
+OpenMonetis embodies a warm, approachable financial management aesthetic grounded in trust and transparency. The design system combines a rich warm-orange accent palette with a sophisticated warm-neutral foundation, creating an interface that feels both professional and inviting. The typography and spacing work together to emphasize clarity and hierarchy, supporting the open-source ethos of personal financial control. The visual atmosphere prioritizes legibility and calm navigation, with generous whitespace and deliberate color restraint—the bold orange is reserved for critical calls-to-action and highlights, while the warm grays and blacks anchor the interface with stability and focus.
+
+**Key Characteristics**
+- Warm, approachable color story with a dominant orange accent (`#FF7733`)
+- Generous whitespace and breathing room between sections
+- High contrast between backgrounds and text for accessibility
+- Clear typographic hierarchy using Inter for all text and UI
+- Minimal elevation and shadow treatment—mostly flat design
+- Subtle border accents in warm grays to define surfaces
+- Open-source transparency reflected in straightforward, honest design language
+
+## 2. Color Palette & Roles
+
+### Primary
+- **Primary Accent** (`#FF7733`): Used for primary call-to-action buttons, highlights, and key interactive elements throughout the interface; draws user attention to the most important actions
+- **Primary Dark** (`#443732`): Warm-brown anchor color used extensively for text, headings, and interactive elements; provides the primary text color across the system
+
+### Interactive
+- **Interactive Neutral** (`#0F0D0C`): Near-black used for primary text and strong emphasis elements; highest contrast state
+- **Interactive Overlay** (`#0006`): Transparent black overlay at 24% opacity; used for hover states, modals, and depth layering
+
+### Neutral Scale
+- **Neutral 900** (`#2A2827`): Very dark warm gray; used for secondary text and disabled states
+- **Neutral 800** (`#322C2A`): Dark warm gray; alternative text color for lower-emphasis content
+- **Neutral 700** (`#676260`): Medium warm gray; used for tertiary text, captions, and metadata
+- **Neutral 50** (`#FCF7F6`): Almost-white warm cream; primary background color for light surfaces
+- **Neutral 100** (`#F8F6F4`): Very light warm gray; secondary background and subtle surface distinction
+- **Neutral 200** (`#F5F2EF`): Light warm gray; tertiary background and card interiors
+- **Neutral 300** (`#F0EEEC`): Pale warm gray; border and divider lines
+
+### Surface & Borders
+- **Surface** (`#FFFFFF`): Pure white; primary card and container background; high-contrast surface
+- **Border Light** (`#F0EEEC`): Pale warm gray used for subtle borders between elements
+- **Border Dark** (`#2A2827`): Dark warm gray; stronger borders for defined card boundaries
+
+### Semantic / Status
+- **Success** (`#0E9D6E`): Green used for positive status indicators, confirmation states, and success messages
+- **Warning** (`#F7A439`): Amber used for cautionary states, warnings, and attention-drawing alerts
+- **Error** (`#F53F2D`): Red-orange used for error states, destructive actions, and validation failures
+- **Error Alt** (`#D40C1A`): Deep red alternative for critical errors and danger states
+
+## 3. Typography Rules
+
+### Font Family
+**Primary:** Inter (sans-serif)
+Fallback: `Inter, system-ui, -apple-system, sans-serif`
+
+**Monospace:** ui-monospace
+Fallback: `ui-monospace, 'Courier New', monospace`
+
+### Hierarchy
+
+| Role | Font | Size | Weight | Line Height | Letter Spacing | Notes |
+|------|------|------|--------|-------------|----------------|-------|
+| Display / H1 | Inter | 60px | 600 | 60px | 0px | Page titles and hero headlines; maximum visual impact |
+| Heading H2 | Inter | 36px | 600 | 40px | 0px | Section headers and major subsections |
+| Heading H3 | Inter | 16px | 600 | 20px | 0px | Card titles and smaller section headers |
+| Body | Inter | 20px | 400 | 28px | 0px | Descriptive text, paragraphs, and long-form content |
+| Body Secondary | Inter | 16px | 400 | 24px | 0px | Standard body text, list items, and descriptions |
+| Emphasis / Span | Inter | 14px | 500 | 20px | 0px | Emphasized text, labels, and badge content |
+| Button | Inter | 14px | 500 | 20px | 0px | All button text; medium weight for clarity |
+| Caption | Inter | 14px | 400 | 20px | 0px | Metadata, timestamps, and small supporting text |
+| Code | ui-monospace | 14px | 400 | 20px | 0px | Code blocks and technical content |
+
+### Principles
+- **Contrast & Clarity:** Text color `#0F0D0C` on light backgrounds; `#FFFFFF` on dark backgrounds
+- **Weight Hierarchy:** Use 600 weight for all headings; 500 for interactive/emphasized text; 400 for body
+- **Scale Progression:** Sizes increase in meaningful increments (14 → 16 → 20 → 36 → 60); maintain consistent rhythm
+- **Line Height:** Body text uses 1.4× line height multiplier for comfortable reading; headings use tighter ratio (1:1) for impact
+- **Readability First:** Avoid line lengths over 80 characters for long-form content; increase line height on smaller screens
+
+## 4. Component Stylings
+
+### Buttons
+
+#### Primary Button
+- **Background:** `#FF7733`
+- **Text Color:** `#FFFFFF`
+- **Font Size:** `14px`
+- **Font Weight:** `500`
+- **Font Family:** `Inter`
+- **Padding:** `8px 16px`
+- **Border Radius:** `9.2px`
+- **Border:** `0px solid transparent`
+- **Height:** `40px`
+- **Box Shadow:** `none`
+- **Hover State:** Darken background to `#E55F1F`; add subtle shadow `0px 2px 8px rgba(0, 0, 0, 0.12)`
+- **Active State:** Darken further to `#CC5118`; increase shadow
+- **Disabled State:** Background `#E8E3E0`; text color `#999890`; cursor not-allowed
+
+#### Secondary Button
+- **Background:** `#FFFFFF`
+- **Text Color:** `#2A2827`
+- **Font Size:** `14px`
+- **Font Weight:** `500`
+- **Font Family:** `Inter`
+- **Padding:** `8px 24px`
+- **Border Radius:** `9.2px`
+- **Border:** `1px solid #F0EEEC`
+- **Height:** `40px`
+- **Box Shadow:** `0px 1px 3px rgba(0, 0, 0, 0.06)`
+- **Hover State:** Background `#F8F6F4`; border color `#E8E3E0`
+- **Active State:** Background `#F0EEEC`; border color `#D5CCCA`
+- **Disabled State:** Background `#FAFAF8`; text color `#BFBAB7`; border color `#F0EEEC`
+
+#### Ghost Button
+- **Background:** `transparent`
+- **Text Color:** `#443732`
+- **Font Size:** `14px`
+- **Font Weight:** `500`
+- **Font Family:** `Inter`
+- **Padding:** `6px 8px`
+- **Border Radius:** `9.2px`
+- **Border:** `0px solid transparent`
+- **Height:** `32px`
+- **Box Shadow:** `none`
+- **Hover State:** Background `rgba(68, 55, 50, 0.05)`
+- **Active State:** Background `rgba(68, 55, 50, 0.1)`
+- **Disabled State:** Text color `#BFBAB7`; cursor not-allowed
+
+#### Icon Button
+- **Background:** `transparent`
+- **Icon Color:** `#443732`
+- **Size:** `32px` × `32px`
+- **Border Radius:** `9.2px`
+- **Border:** `0px solid transparent`
+- **Padding:** `0px`
+- **Box Shadow:** `none`
+- **Hover State:** Background `rgba(68, 55, 50, 0.08)`
+- **Active State:** Background `rgba(68, 55, 50, 0.12)`
+
+### Cards & Containers
+
+#### Standard Card
+- **Background:** `#FFFFFF`
+- **Border:** `1px solid #F0EEEC`
+- **Border Radius:** `11.2px`
+- **Padding:** `24px`
+- **Box Shadow:** `none`
+- **Text Color:** `#2A2827`
+- **Hover State:** Border color `#E8E3E0`; box-shadow `0px 4px 12px rgba(0, 0, 0, 0.08)`
+
+#### Card with Top Border
+- **Background:** `#FFFFFF`
+- **Border:** `1px solid #F0EEEC`
+- **Border Radius:** `15.2px 15.2px 0px 0px` (top corners only)
+- **Padding:** `24px`
+- **Box Shadow:** `none`
+- **Top Border Color:** `#FF7733` (3px height implied)
+
+#### Surface Container (Header/Nav)
+- **Background:** `#FF7733`
+- **Height:** `64px`
+- **Padding:** `0px 24px`
+- **Box Shadow:** `none`
+- **Text Color:** `#FFFFFF`
+- **Border:** `0px solid transparent`
+
+#### Light Surface
+- **Background:** `#F8F6F4`
+- **Border:** `0px solid transparent`
+- **Border Radius:** `11.2px`
+- **Padding:** `16px`
+- **Box Shadow:** `none`
+
+### Inputs & Forms
+
+#### Text Input
+- **Background:** `#FFFFFF`
+- **Border:** `1px solid #F0EEEC`
+- **Border Radius:** `9.2px`
+- **Padding:** `12px 16px`
+- **Font Size:** `16px`
+- **Text Color:** `#2A2827`
+- **Line Height:** `24px`
+- **Placeholder Color:** `#999890`
+- **Focus State:** Border color `#FF7733`; box-shadow `0px 0px 0px 3px rgba(255, 119, 51, 0.1)`
+- **Error State:** Border color `#F53F2D`; background `#FEF5F3`
+- **Disabled State:** Background `#F8F6F4`; text color `#BFBAB7`; border color `#F0EEEC`
+
+#### Select / Dropdown
+- **Background:** `#FFFFFF`
+- **Border:** `1px solid #F0EEEC`
+- **Border Radius:** `9.2px`
+- **Padding:** `12px 16px`
+- **Font Size:** `16px`
+- **Text Color:** `#2A2827`
+- **Focus State:** Border color `#FF7733`; outline `0px`
+- **Hover State:** Background `#FAFAF8`
+
+#### Checkbox & Radio
+- **Size:** `20px` × `20px`
+- **Border Radius:** `4px` (checkbox), `50%` (radio)
+- **Border:** `2px solid #F0EEEC`
+- **Background:** `#FFFFFF`
+- **Checked Background:** `#FF7733`
+- **Checked Border:** `2px solid #FF7733`
+- **Checked Icon Color:** `#FFFFFF`
+- **Focus:** Border `2px solid #FF7733`; box-shadow `0px 0px 0px 3px rgba(255, 119, 51, 0.1)`
+
+### Navigation
+
+#### Primary Navigation
+- **Background:** `#FF7733`
+- **Height:** `64px`
+- **Padding:** `0px 48px`
+- **Display:** flex; align-items: center; gap `32px`
+- **Link Color:** `#FFFFFF`
+- **Link Font Size:** `16px`
+- **Link Font Weight:** `400`
+- **Link Hover:** Opacity `0.8`
+- **Link Active:** Text decoration underline; opacity `1.0`
+
+#### Secondary Navigation / Tabs
+- **Background:** `transparent`
+- **Border Bottom:** `2px solid #F0EEEC`
+- **Tab Padding:** `16px 24px`
+- **Tab Color:** `#676260`
+- **Tab Font Size:** `16px`
+- **Tab Hover:** Color `#443732`
+- **Tab Active:** Color `#FF7733`; border-bottom color `#FF7733`
+
+#### Breadcrumb Navigation
+- **Font Size:** `14px`
+- **Color:** `#676260`
+- **Separator:** `/` with `0px 8px` margin
+- **Link Color:** `#443732`
+- **Link Hover:** Color `#FF7733`
+- **Current (Active):** Color `#2A2827`; font-weight `500`
+
+### Badges & Status Indicators
+
+#### Badge – Default
+- **Background:** `#F8F6F4`
+- **Text Color:** `#443732`
+- **Padding:** `4px 12px`
+- **Border Radius:** `20px`
+- **Font Size:** `12px`
+- **Font Weight:** `500`
+- **Border:** `0px solid transparent`
+
+#### Badge – Success
+- **Background:** `#E8F5F0`
+- **Text Color:** `#0E9D6E`
+- **Padding:** `4px 12px`
+- **Border Radius:** `20px`
+- **Font Size:** `12px`
+- **Font Weight:** `500`
+
+#### Badge – Warning
+- **Background:** `#FEF5E8`
+- **Text Color:** `#F7A439`
+- **Padding:** `4px 12px`
+- **Border Radius:** `20px`
+- **Font Size:** `12px`
+- **Font Weight:** `500`
+
+#### Badge – Error
+- **Background:** `#FEF5F3`
+- **Text Color:** `#F53F2D`
+- **Padding:** `4px 12px`
+- **Border Radius:** `20px`
+- **Font Size:** `12px`
+- **Font Weight:** `500`
+
+## 5. Layout Principles
+
+### Spacing System
+- **Base Unit:** `4px`
+- **Scale:** `4px`, `8px`, `12px`, `16px`, `24px`, `32px`, `48px`, `56px`, `64px`, `80px`, `96px`, `128px`
+
+**Usage Contexts:**
+- **4–8px:** Tight spacing within compact components (icon-text pairs, inline elements)
+- **12–16px:** Standard padding inside cards, inputs, and buttons
+- **24–32px:** Section gaps, spacing between components on a page
+- **48–64px:** Large section separations, hero spacing
+- **80–128px:** Hero margins, page-level vertical rhythm
+
+### Grid & Container
+- **Max Width:** `1440px` for full-width containers
+- **Content Width:** `1152px` for typical page layouts
+- **Column Strategy:** 12-column grid system; gutter `24px`
+- **Container Padding:** `48px` on desktop (left + right)
+- **Section Pattern:** Full-width containers with internal max-width constraint
+
+### Whitespace Philosophy
+OpenMonetis prioritizes breathing room and visual clarity. Whitespace is intentional and strategic—surrounding headings, separating card groups, and framing key messages. The warm neutral backgrounds (`#F8F6F4`, `#F5F2EF`) create natural visual separation without hard borders. Minimum margin between major sections is `64px` vertically; minimum padding inside containers is `16px`.
+
+### Border Radius Scale
+- **Sharp Corners:** `0px` (utility container tops, category selectors)
+- **Subtle Radius:** `9.2px` (buttons, small inputs, icon buttons)
+- **Standard Radius:** `11.2px` (cards, standard containers, modals)
+- **Rounded Top:** `15.2px 15.2px 0px 0px` (card headers, sheet-style containers)
+- **Pill Shape:** `24px` (badges, full-rounded tags, avatar images)
+- **Circle:** `50%` (avatar images, radial elements)
+
+## 6. Depth & Elevation
+
+| Level | Treatment | Use |
+|-------|-----------|-----|
+| Flat (None) | No shadow, `border: 1px solid #F0EEEC` | Default cards, inputs, containers; baseline surfaces |
+| Subtle (sm) | `0px 1px 3px rgba(0, 0, 0, 0.06)` | Secondary buttons, hover states on light surfaces |
+| Medium (md) | `0px 4px 12px rgba(0, 0, 0, 0.08)` | Elevated cards on hover, floating actions |
+| Deep (lg) | `0px 10px 24px rgba(0, 0, 0, 0.12)` | Modals, dropdowns, popover menus |
+
+**Shadow Philosophy:**
+The design system uses restrained shadow treatment aligned with a flat-modern aesthetic. Shadows emerge subtly on interaction (hover, focus) rather than as default styling. The primary depth cue is border color (`#F0EEEC`), which maintains visual hierarchy without excessive z-depth. When shadows are used, they employ warm-tinted blacks (`rgba(0, 0, 0, 0.06–0.12)`) to harmonize with the warm neutral palette.
+
+## 7. Do's and Don'ts
+
+### Do
+- Use the primary orange (`#FF7733`) exclusively for the most important call-to-action buttons
+- Apply generous padding (`24px–48px`) around sections and inside cards for breathing room
+- Stack elements vertically with `24–32px` gaps for clear visual rhythm
+- Use warm grays (`#443732`, `#2A2827`) for all body text to maintain the warm aesthetic
+- Apply `9.2px` border radius consistently to all interactive elements (buttons, inputs)
+- Keep line heights at `1.4×` or greater for comfortable reading on body text
+- Use semantic colors (`#0E9D6E` success, `#F7A439` warning, `#F53F2D` error) intentionally
+- Test contrast ratios; maintain WCAG AA minimum (4.5:1 for body text)
+- Use the `Inter` typeface exclusively for consistency
+- Implement focus states with a `3px` colored outline or border
+
+### Don't
+- Don't use orange anywhere except primary CTAs and critical highlights
+- Don't reduce padding below `12px` inside cards or `8px` inside compact buttons
+- Don't use dark backgrounds (`#0F0D0C`) for body text on light surfaces; stick to `#2A2827` or `#443732`
+- Don't apply shadows as default styling; reserve them for elevated states (hover, focus, modal)
+- Don't mix border radius values on the same component type; stick to defined scale
+- Don't increase line height above `1.6×` for headings; tighten for impact
+- Don't use the error color (`#F53F2D`) for general emphasis; reserve for genuine errors
+- Don't create new colors outside the palette; use opacity if gradation is needed
+- Don't apply multiple shadows to a single element; layer a maximum of two shadow values
+- Don't forget to include focus/keyboard navigation states on all interactive elements
+
+## 8. Responsive Behavior
+
+### Breakpoints
+
+| Breakpoint | Width | Key Changes |
+|-----------|-------|-------------|
+| Mobile | `375px–599px` | Single column; container padding `16px`; font sizes reduce 1–2 sizes; gap scale halved |
+| Tablet | `600px–1023px` | Two-column grid; container padding `32px`; button height `36px`; heading sizes reduce slightly |
+| Desktop | `1024px+` | Full 12-column grid; container padding `48px`; full-scale typography; max-width `1440px` |
+
+### Touch Targets
+- **Minimum Interactive Size:** `44px` × `44px` for mobile; `40px` × `40px` for desktop
+- **Button Padding:** `12px` vertical, `16px` horizontal (minimum)
+- **Link Padding:** `6px` vertical, `8px` horizontal minimum
+- **Icon Button:** `32px` × `32px` minimum (32px on mobile preferred)
+- **Spacing Between Targets:** `8px` minimum to avoid accidental activation
+
+### Collapsing Strategy
+- **Navigation:** Horizontal nav on desktop collapses to hamburger menu on tablet; menu items stack vertically with `12px` gap
+- **Grid:** 12-column layout on desktop → 6-column on tablet → 2-column (stacked) on mobile
+- **Cards:** Three-column card layouts collapse to single column on mobile; padding reduces from `24px` to `16px`
+- **Typography:** Display (60px) → 36px on tablet → 28px on mobile; body (20px) → 18px on tablet → 16px on mobile
+- **Spacing:** All spacing scale values reduce by 25–33% on mobile (e.g., `24px` gap → `16px` on tablet, `12px` on mobile)
+- **Buttons:** Full-width on mobile (padding `0px`); inline (auto-width) on desktop
+- **Inputs:** Full-width on mobile; constrained width on desktop
+
+## 9. Agent Prompt Guide
+
+### Quick Color Reference
+- **Primary CTA:** Warm Orange (`#FF7733`) — Buttons, highlights, key interactions
+- **Primary Text:** Warm Brown (`#443732`) — Headings, strong emphasis
+- **Secondary Text:** Dark Neutral (`#2A2827`) — Body text, card content
+- **Background:** White (`#FFFFFF`) — Cards, primary surfaces
+- **Background Alt:** Cream (`#FCF7F6`) — Alternative surfaces, light containers
+- **Border:** Pale Gray (`#F0EEEC`) — Card borders, divider lines
+- **Success:** Green (`#0E9D6E`) — Confirmation, positive states
+- **Warning:** Amber (`#F7A439`) — Cautions, attention states
+- **Error:** Red-Orange (`#F53F2D`) — Errors, destructive actions
+- **Disabled:** Light Gray (`#E8E3E0`) — Inactive elements, inaccessible states
+
+### Iteration Guide
+1. **Always use `#FF7733` for primary buttons** and all main call-to-action elements; secondary buttons use `#FFFFFF` with `#F0EEEC` border
+2. **Typography is always `Inter`** with weights 400 (body), 500 (emphasis), and 600 (headings); size hierarchy: 14 → 16 → 20 → 36 → 60px
+3. **Spacing base is `4px`**; use multiples from the scale (8, 12, 16, 24, 32, 48, 64, 80, 96, 128px); never arbitrary values
+4. **Border radius:** Apply `9.2px` to all buttons and inputs, `11.2px` to cards, `15.2px 15.2px 0px 0px` to top-bordered containers
+5. **Cards default to `#FFFFFF` background with `1px solid #F0EEEC` border**; add shadow only on hover (0px 4px 12px rgba(0, 0, 0, 0.08))
+6. **Form inputs:** Padding `12px 16px`, border `1px solid #F0EEEC`, focus state `border: 1px solid #FF7733` + `box-shadow: 0px 0px 0px 3px rgba(255, 119, 51, 0.1)`
+7. **Navigation background is always `#FF7733`** with white text; links in content use `#443732` with underline on active
+8. **Maintain 1.4× line height minimum for body text**; tighten headings to 1:1 or 1.2:1 ratio
+9. **Contrast validation:** Text `#0F0D0C` or `#2A2827` on light backgrounds (WCAG AA); text `#FFFFFF` on `#FF7733` (WCAG AAA)
+10. **Responsive collapse:** Reduce padding and font by 25% on mobile; stack multi-column layouts to single column; full-width buttons on mobile only
--- a/drizzle/0029_friendly_spitfire.sql
+++ b/drizzle/0029_friendly_spitfire.sql
@@ -0,0 +1,3 @@
+ALTER TABLE "cartoes" ALTER COLUMN "limite" SET DEFAULT '0';--> statement-breakpoint
+UPDATE "cartoes" SET "limite" = '0' WHERE "limite" IS NULL;--> statement-breakpoint
+ALTER TABLE "cartoes" ALTER COLUMN "limite" SET NOT NULL;
--- a/drizzle/meta/0029_snapshot.json
+++ b/drizzle/meta/0029_snapshot.json
--- a/package.json
+++ b/package.json
@@ -1,6 +1,6 @@
 {
 	"name": "openmonetis",
-	"version": "2.4.4",
+	"version": "2.5.0",
 	"private": true,
 	"packageManager": "pnpm@10.33.0",
 	"scripts": {
@@ -31,16 +31,16 @@
 		"mockup": "tsx scripts/mock-data.ts"
 	},
 	"dependencies": {
-		"@ai-sdk/anthropic": "^3.0.71",
-		"@ai-sdk/google": "^3.0.64",
-		"@ai-sdk/openai": "^3.0.53",
-		"@aws-sdk/client-s3": "^3.1037.0",
-		"@aws-sdk/s3-request-presigner": "^3.1037.0",
+		"@ai-sdk/anthropic": "^3.0.74",
+		"@ai-sdk/google": "^3.0.67",
+		"@ai-sdk/openai": "^3.0.57",
+		"@aws-sdk/client-s3": "^3.1040.0",
+		"@aws-sdk/s3-request-presigner": "^3.1040.0",
 		"@better-auth/passkey": "^1.6.9",
 		"@dnd-kit/core": "^6.3.1",
 		"@dnd-kit/sortable": "^10.0.0",
 		"@dnd-kit/utilities": "^3.2.2",
-		"@openrouter/ai-sdk-provider": "^2.8.0",
+		"@openrouter/ai-sdk-provider": "^2.9.0",
 		"@radix-ui/react-alert-dialog": "1.1.15",
 		"@radix-ui/react-avatar": "1.1.11",
 		"@radix-ui/react-checkbox": "1.3.3",
@@ -63,10 +63,10 @@
 		"@radix-ui/react-toggle-group": "1.1.11",
 		"@radix-ui/react-tooltip": "1.2.8",
 		"@remixicon/react": "4.9.0",
-		"@tanstack/react-query": "^5.100.3",
+		"@tanstack/react-query": "^5.100.7",
 		"@tanstack/react-table": "8.21.3",
 		"@tanstack/react-virtual": "^3.13.24",
-		"ai": "^6.0.168",
+		"ai": "^6.0.173",
 		"better-auth": "1.6.9",
 		"canvas-confetti": "^1.9.4",
 		"class-variance-authority": "0.7.1",
@@ -79,7 +79,7 @@
 		"jspdf-autotable": "^5.0.7",
 		"next": "16.2.4",
 		"next-themes": "0.4.6",
-		"pdfjs-dist": "^5.6.205",
+		"pdfjs-dist": "^5.7.284",
 		"pg": "8.20.0",
 		"react": "19.2.5",
 		"react-day-picker": "^9.14.0",
@@ -89,7 +89,7 @@
 		"sonner": "2.0.7",
 		"tailwind-merge": "3.5.0",
 		"vaul": "1.1.2",
-		"zod": "4.3.6"
+		"zod": "4.4.1"
 	},
 	"pnpm": {
 		"overrides": {
@@ -106,7 +106,7 @@
 		"@types/react-dom": "19.2.3",
 		"dotenv": "^17.4.2",
 		"drizzle-kit": "0.31.10",
-		"knip": "^6.7.0",
+		"knip": "^6.10.0",
 		"tailwindcss": "4.2.4",
 		"tsx": "4.21.0",
 		"typescript": "6.0.3"
--- a/pnpm-lock.yaml
+++ b/pnpm-lock.yaml
--- a/public/pdf.worker.min.mjs
+++ b/public/pdf.worker.min.mjs
--- a/src/app/(dashboard)/settings/page.tsx
+++ b/src/app/(dashboard)/settings/page.tsx
@@ -51,7 +51,7 @@ export default async function Page() {
 							<TabsTrigger value="passkeys">Passkeys</TabsTrigger>
 							<TabsTrigger value="email">Alterar e-mail</TabsTrigger>
 							<TabsTrigger value="deletar" className="text-destructive">
-								Deletar conta
+								Ações perigosas
 							</TabsTrigger>
 						</TabsList>
 					</div>
@@ -190,7 +190,6 @@ export default async function Page() {
 									ou excluir sua conta inteira de forma irreversível.
 								</p>
 							</div>
-							<Separator />
 							<DeleteAccountForm />
 						</div>
 					</Card>
--- a/src/app/globals.css
+++ b/src/app/globals.css
@@ -8,7 +8,7 @@
 }

 :root {
-  --background: oklch(97.412% 0.00332 67.032);
+  --background: oklch(95.99% 0.00411 55.512);
  --foreground: oklch(27% 0.008 45);
  --card: oklch(100% 0 0);
  --card-foreground: var(--foreground);
@@ -36,7 +36,7 @@
  --destructive: oklch(55% 0.22 27);
  --destructive-foreground: oklch(98% 0.005 30);

-  --border: oklch(92.323% 0.01276 63.703);
+  --border: oklch(87.356% 0.01221 67.486);
  --input: var(--border);
  --ring: var(--primary);

@@ -116,7 +116,7 @@
  --destructive: oklch(62% 0.2 28);
  --destructive-foreground: oklch(98% 0.005 30);

-  --border: oklch(28% 0.0035 55);
+  --border: oklch(24.957% 0.00355 48.274);
  --input: var(--border);
  --ring: var(--primary);

--- a/src/app/layout.tsx
+++ b/src/app/layout.tsx
@@ -9,7 +9,7 @@ import { inter } from "@/public/fonts/font_index";
 export const metadata: Metadata = {
 	title: {
 		default: "OpenMonetis | Suas finanças, do seu jeito",
-		template: "%s | OpenMonetis",
+		template: "OpenMonetis | %s",
 	},
 	description:
 		"Controle suas finanças pessoais de forma simples e transparente.",
@@ -40,7 +40,7 @@ export default function RootLayout({
 					/>
 				)}
 			</head>
-			<body className="subpixel-antialiased" suppressHydrationWarning>
+			<body className="antialiased" suppressHydrationWarning>
 				<ThemeProvider attribute="class" defaultTheme="light">
 					<QueryProvider>
 						<Suspense>{children}</Suspense>
--- a/src/features/accounts/components/adjust-balance-dialog.tsx
+++ b/src/features/accounts/components/adjust-balance-dialog.tsx
@@ -0,0 +1,135 @@
+"use client";
+
+import { RiEqualizerLine } from "@remixicon/react";
+import { useRouter } from "next/navigation";
+import { useEffect, useState, useTransition } from "react";
+import { toast } from "sonner";
+import { adjustAccountBalanceAction } from "@/features/accounts/actions";
+import { Button } from "@/shared/components/ui/button";
+import { CurrencyInput } from "@/shared/components/ui/currency-input";
+import {
+	Dialog,
+	DialogContent,
+	DialogDescription,
+	DialogFooter,
+	DialogHeader,
+	DialogTitle,
+	DialogTrigger,
+} from "@/shared/components/ui/dialog";
+import { Label } from "@/shared/components/ui/label";
+import { formatCurrency } from "@/shared/utils/currency";
+
+type AdjustBalanceDialogProps = {
+	accountId: string;
+	period: string;
+	currentBalance: number;
+};
+
+export function AdjustBalanceDialog({
+	accountId,
+	period,
+	currentBalance,
+}: AdjustBalanceDialogProps) {
+	const router = useRouter();
+	const [open, setOpen] = useState(false);
+	const [isPending, startTransition] = useTransition();
+	const [amount, setAmount] = useState<string>(currentBalance.toFixed(2));
+
+	useEffect(() => {
+		if (open) {
+			setAmount(currentBalance.toFixed(2));
+		}
+	}, [open, currentBalance]);
+
+	const targetBalance = Number(amount);
+	const diff = Number.isFinite(targetBalance)
+		? Math.round((targetBalance - currentBalance) * 100) / 100
+		: 0;
+	const diffLabel =
+		diff > 0
+			? `Será criado um lançamento de receita de ${formatCurrency(diff)}.`
+			: diff < 0
+				? `Será criado um lançamento de despesa de ${formatCurrency(Math.abs(diff))}.`
+				: "Nenhum ajuste será criado — o saldo já está correto.";
+
+	const handleSave = () => {
+		if (!Number.isFinite(targetBalance)) {
+			toast.error("Informe um valor válido.");
+			return;
+		}
+
+		startTransition(async () => {
+			const result = await adjustAccountBalanceAction({
+				accountId,
+				period,
+				currentBalance,
+				targetBalance,
+			});
+
+			if (result.success) {
+				toast.success(result.message);
+				setOpen(false);
+				router.refresh();
+				return;
+			}
+
+			toast.error(result.error);
+		});
+	};
+
+	return (
+		<Dialog open={open} onOpenChange={setOpen}>
+			<DialogTrigger asChild>
+				<Button
+					type="button"
+					variant="ghost"
+					size="icon-sm"
+					className="text-muted-foreground hover:text-foreground"
+					aria-label="Ajustar saldo"
+				>
+					<RiEqualizerLine className="size-4" />
+				</Button>
+			</DialogTrigger>
+			<DialogContent className="sm:max-w-md">
+				<DialogHeader>
+					<DialogTitle>Ajustar saldo</DialogTitle>
+					<DialogDescription>
+						Informe o saldo correto da conta ao final do período. A diferença em
+						relação ao saldo atual será lançada como um ajuste.
+					</DialogDescription>
+				</DialogHeader>
+				<div className="space-y-4">
+					<div className="rounded-md border bg-muted/30 px-3 py-2 text-sm">
+						<p className="text-muted-foreground">Saldo atual no sistema</p>
+						<p className="font-medium text-foreground">
+							{formatCurrency(currentBalance)}
+						</p>
+					</div>
+					<div className="space-y-2">
+						<Label htmlFor="adjust-balance-target">Saldo correto</Label>
+						<CurrencyInput
+							id="adjust-balance-target"
+							value={amount}
+							onValueChange={setAmount}
+							autoFocus
+						/>
+						<p className="text-xs text-muted-foreground">{diffLabel}</p>
+					</div>
+				</div>
+				<DialogFooter>
+					<Button
+						type="button"
+						variant="outline"
+						onClick={() => setOpen(false)}
+						disabled={isPending}
+					>
+						Cancelar
+					</Button>
+					<Button type="button" onClick={handleSave} disabled={isPending}>
+						{isPending ? "Salvando..." : "Salvar"}
+					</Button>
+				</DialogFooter>
+			</DialogContent>
+		</Dialog>
+	);
+}
--- a/src/features/calendar/components/calendar-grid.tsx
+++ b/src/features/calendar/components/calendar-grid.tsx
@@ -16,7 +16,7 @@ export function CalendarGrid({
 	onCreateDay,
 }: CalendarGridProps) {
 	return (
-		<div className="overflow-hidden rounded-lg border p-2">
+		<div className="overflow-hidden">
 			<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="text-center">
--- a/src/features/calendar/components/day-cell.tsx
+++ b/src/features/calendar/components/day-cell.tsx
@@ -129,7 +129,7 @@ export function DayCell({ day, onSelect, onCreate }: DayCellProps) {
 			onClick={() => onSelect(day)}
 			onKeyDown={handleKeyDown}
 			className={cn(
-				"group flex h-full cursor-pointer flex-col gap-1.5 rounded-lg border bg-card/80 p-2 text-left transition-all duration-300 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 hover:border-primary/40 hover:bg-primary/5 dark:hover:bg-accent",
+				"group flex h-full cursor-pointer flex-col gap-1.5 rounded-lg border bg-card/70 p-2 text-left transition-all duration-300 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 hover:border-primary/40 hover:bg-primary/5 dark:hover:bg-accent",
 				!day.isCurrentMonth && "bg-muted/20 opacity-60",
 				day.isToday && "border-primary/70 bg-primary/5 hover:border-primary",
 			)}
--- a/src/features/dashboard/categories/category-overview-queries.ts
+++ b/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(),
 						),
 					),
--- a/src/features/dashboard/components/dashboard-grid-editable.tsx
+++ b/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">
--- a/src/features/dashboard/components/dashboard-metrics-cards.tsx
+++ b/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.",
--- a/src/features/dashboard/overview/current-period-overview-queries.ts
+++ b/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:
--- a/src/features/dashboard/overview/period-overview-queries.ts
+++ b/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);
 	}

--- a/src/features/dashboard/transaction-filters.ts
+++ b/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),
--- a/src/features/insights/constants.ts
+++ b/src/features/insights/constants.ts
@@ -34,14 +34,16 @@ export const PROVIDERS = {
 */
 export const AVAILABLE_MODELS = [
 	// OpenAI
+	{ id: "gpt-5.5-pro", name: "GPT-5.5 Pro", provider: "openai" as const },
+	{ id: "gpt-5.5", name: "GPT-5.5", provider: "openai" as const },
 	{ id: "gpt-5.4", name: "GPT-5.4", provider: "openai" as const },
 	{ id: "gpt-5.4-mini", name: "GPT-5.4 Mini", provider: "openai" as const },
 	{ id: "gpt-5.4-nano", name: "GPT-5.4 Nano", provider: "openai" as const },

 	// Anthropic
 	{
-		id: "claude-opus-4-6",
-		name: "Claude Opus 4.6",
+		id: "claude-opus-4-7",
+		name: "Claude Opus 4.7",
 		provider: "anthropic" as const,
 	},
 	{
@@ -73,7 +75,7 @@ export const AVAILABLE_MODELS = [
 	},
 ] as const;

-export const DEFAULT_MODEL = "gpt-5.4";
+export const DEFAULT_MODEL = "gpt-5.5";
 export const DEFAULT_PROVIDER = "openai";

 /**
--- a/src/features/invoices/components/adjust-invoice-dialog.tsx
+++ b/src/features/invoices/components/adjust-invoice-dialog.tsx
@@ -0,0 +1,127 @@
+"use client";
+
+import { useRouter } from "next/navigation";
+import { useEffect, useState, useTransition } from "react";
+import { toast } from "sonner";
+import { adjustInvoiceAction } from "@/features/invoices/actions";
+import { Button } from "@/shared/components/ui/button";
+import { CurrencyInput } from "@/shared/components/ui/currency-input";
+import {
+	Dialog,
+	DialogContent,
+	DialogDescription,
+	DialogFooter,
+	DialogHeader,
+	DialogTitle,
+	DialogTrigger,
+} from "@/shared/components/ui/dialog";
+import { Label } from "@/shared/components/ui/label";
+import { formatCurrency } from "@/shared/utils/currency";
+
+type AdjustInvoiceDialogProps = {
+	trigger: React.ReactNode;
+	cardId: string;
+	period: string;
+	currentTotal: number;
+};
+
+export function AdjustInvoiceDialog({
+	trigger,
+	cardId,
+	period,
+	currentTotal,
+}: AdjustInvoiceDialogProps) {
+	const router = useRouter();
+	const [open, setOpen] = useState(false);
+	const [isPending, startTransition] = useTransition();
+	const currentAbs = Math.abs(currentTotal);
+	const [amount, setAmount] = useState<string>(currentAbs.toFixed(2));
+
+	useEffect(() => {
+		if (open) {
+			setAmount(currentAbs.toFixed(2));
+		}
+	}, [open, currentAbs]);
+
+	const targetAmount = Number(amount);
+	const diff = Number.isFinite(targetAmount)
+		? Math.round((targetAmount - currentAbs) * 100) / 100
+		: 0;
+	const diffLabel =
+		diff > 0
+			? `Será criado um lançamento de despesa de ${formatCurrency(diff)}.`
+			: diff < 0
+				? `Será criado um lançamento de receita de ${formatCurrency(Math.abs(diff))}.`
+				: "Nenhum ajuste será criado — o valor já está correto.";
+
+	const handleSave = () => {
+		if (!Number.isFinite(targetAmount) || targetAmount < 0) {
+			toast.error("Informe um valor válido.");
+			return;
+		}
+
+		startTransition(async () => {
+			const result = await adjustInvoiceAction({
+				cardId,
+				period,
+				currentTotal,
+				targetAmount,
+			});
+
+			if (result.success) {
+				toast.success(result.message);
+				setOpen(false);
+				router.refresh();
+				return;
+			}
+
+			toast.error(result.error);
+		});
+	};
+
+	return (
+		<Dialog open={open} onOpenChange={setOpen}>
+			<DialogTrigger asChild>{trigger}</DialogTrigger>
+			<DialogContent className="sm:max-w-md">
+				<DialogHeader>
+					<DialogTitle>Ajustar fatura</DialogTitle>
+					<DialogDescription>
+						Informe o valor real da fatura. A diferença em relação ao total
+						atual será lançada como um ajuste no período.
+					</DialogDescription>
+				</DialogHeader>
+				<div className="space-y-4">
+					<div className="rounded-md border bg-muted/30 px-3 py-2 text-sm">
+						<p className="text-muted-foreground">Total atual no sistema</p>
+						<p className="font-medium text-foreground">
+							{formatCurrency(currentAbs)}
+						</p>
+					</div>
+					<div className="space-y-2">
+						<Label htmlFor="adjust-target">Valor correto da fatura</Label>
+						<CurrencyInput
+							id="adjust-target"
+							value={amount}
+							onValueChange={setAmount}
+							autoFocus
+						/>
+						<p className="text-xs text-muted-foreground">{diffLabel}</p>
+					</div>
+				</div>
+				<DialogFooter>
+					<Button
+						type="button"
+						variant="outline"
+						onClick={() => setOpen(false)}
+						disabled={isPending}
+					>
+						Cancelar
+					</Button>
+					<Button type="button" onClick={handleSave} disabled={isPending}>
+						{isPending ? "Salvando..." : "Salvar"}
+					</Button>
+				</DialogFooter>
+			</DialogContent>
+		</Dialog>
+	);
+}
--- a/src/features/settings/components/delete-account-form.tsx
+++ b/src/features/settings/components/delete-account-form.tsx
@@ -98,7 +98,7 @@ export function DeleteAccountForm() {
 							<li>
 								Preferências do app, insights salvos e tokens do Companion
 							</li>
-							<li className="font-medium text-foreground">
+							<li>
 								Categorias padrão e pessoa admin serão recriadas automaticamente
 							</li>
 						</ul>
@@ -128,6 +128,7 @@ export function DeleteAccountForm() {

 						<ul className="list-disc list-inside text-sm text-destructive space-y-1">
 							<li>Lançamentos, orçamentos e anotações</li>
+							<li>Faturas, antecipações e pré-lançamentos</li>
 							<li>Contas, cartões e categorias</li>
 							<li>Pessoas, credenciais e configurações</li>
 							<li className="font-medium">
--- a/src/features/transactions/actions/refund-action.ts
+++ b/src/features/transactions/actions/refund-action.ts
@@ -0,0 +1,178 @@
+"use server";
+
+import { and, eq } from "drizzle-orm";
+import { z } from "zod";
+import { cards, categories, transactions } from "@/db/schema";
+import {
+	buildRefundNote,
+	isRefundNote,
+} from "@/shared/lib/accounts/constants";
+import { getUser } from "@/shared/lib/auth/server";
+import { db } from "@/shared/lib/db";
+import { PERIOD_FORMAT_REGEX } from "@/shared/lib/invoices";
+import type { ActionResult } from "@/shared/lib/types/actions";
+import { formatDecimalForDbRequired } from "@/shared/utils/currency";
+import { parseLocalDateString } from "@/shared/utils/date";
+import {
+	formatPaidInvoicePeriods,
+	getPaidInvoicePeriods,
+	revalidate,
+} from "./core";
+
+const refundSchema = z.object({
+	originalTransactionId: z
+		.string({ message: "Lançamento inválido." })
+		.uuid("Lançamento inválido."),
+	refundDate: z
+		.string({ message: "Data inválida." })
+		.refine(
+			(value) => !Number.isNaN(parseLocalDateString(value).getTime()),
+			"Data inválida.",
+		),
+	refundPeriod: z
+		.string({ message: "Período inválido." })
+		.regex(PERIOD_FORMAT_REGEX, "Período inválido."),
+});
+
+type RefundInput = z.infer<typeof refundSchema>;
+
+export async function refundTransactionAction(
+	input: RefundInput,
+): Promise<ActionResult<{ refundId: string }>> {
+	try {
+		const user = await getUser();
+		const data = refundSchema.parse(input);
+
+		const original = await db.query.transactions.findFirst({
+			where: and(
+				eq(transactions.id, data.originalTransactionId),
+				eq(transactions.userId, user.id),
+			),
+		});
+
+		if (!original) {
+			return { success: false, error: "Lançamento não encontrado." };
+		}
+
+		if (original.transactionType !== "Despesa") {
+			return {
+				success: false,
+				error: "Apenas despesas podem ser estornadas.",
+			};
+		}
+
+		if (original.condition !== "À vista") {
+			return {
+				success: false,
+				error: "Apenas lançamentos à vista podem ser estornados.",
+			};
+		}
+
+		if (original.splitGroupId) {
+			return {
+				success: false,
+				error: "Lançamentos divididos não podem ser estornados.",
+			};
+		}
+
+		if (isRefundNote(original.note)) {
+			return {
+				success: false,
+				error: "Este lançamento já é um reembolso.",
+			};
+		}
+
+		const [existingRefund, card, paidPeriods, refundCategory] =
+			await Promise.all([
+				db.query.transactions.findFirst({
+					columns: { id: true },
+					where: and(
+						eq(transactions.userId, user.id),
+						eq(transactions.note, buildRefundNote(original.id)),
+					),
+				}),
+				original.cardId
+					? db.query.cards.findFirst({
+							columns: { id: true },
+							where: and(
+								eq(cards.id, original.cardId),
+								eq(cards.userId, user.id),
+							),
+						})
+					: Promise.resolve(null),
+				original.cardId
+					? getPaidInvoicePeriods(user.id, original.cardId, [data.refundPeriod])
+					: Promise.resolve([] as string[]),
+				db.query.categories.findFirst({
+					columns: { id: true },
+					where: and(
+						eq(categories.userId, user.id),
+						eq(categories.name, "Reembolso"),
+					),
+				}),
+			]);
+
+		if (existingRefund) {
+			return {
+				success: false,
+				error: "Este lançamento já foi estornado.",
+			};
+		}
+
+		if (original.cardId && !card) {
+			return { success: false, error: "Cartão não encontrado." };
+		}
+
+		if (paidPeriods.length > 0) {
+			return {
+				success: false,
+				error: `A fatura de ${formatPaidInvoicePeriods(
+					paidPeriods,
+				)} já está paga. Desfaça o pagamento antes de lançar o reembolso.`,
+			};
+		}
+
+		const amountAbs = Math.abs(Number(original.amount));
+		const refundDate = parseLocalDateString(data.refundDate);
+
+		const [inserted] = await db
+			.insert(transactions)
+			.values({
+				name: `Reembolso de: ${original.name}`,
+				condition: "À vista",
+				paymentMethod: original.paymentMethod,
+				note: buildRefundNote(original.id),
+				amount: formatDecimalForDbRequired(amountAbs),
+				purchaseDate: refundDate,
+				transactionType: "Receita",
+				period: data.refundPeriod,
+				isSettled: false,
+				userId: user.id,
+				cardId: original.cardId,
+				accountId: original.accountId,
+				categoryId: refundCategory?.id ?? null,
+				payerId: original.payerId,
+			})
+			.returning({ id: transactions.id });
+
+		revalidate(user.id);
+
+		return {
+			success: true,
+			message: "Reembolso registrado.",
+			data: { refundId: inserted?.id ?? "" },
+		};
+	} catch (error) {
+		if (error instanceof z.ZodError) {
+			return {
+				success: false,
+				error: error.issues[0]?.message ?? "Dados inválidos.",
+			};
+		}
+
+		return {
+			success: false,
+			error: error instanceof Error ? error.message : "Erro inesperado.",
+		};
+	}
+}
--- a/src/features/transactions/components/dialogs/refund-transaction-dialog.tsx
+++ b/src/features/transactions/components/dialogs/refund-transaction-dialog.tsx
@@ -0,0 +1,182 @@
+"use client";
+
+import { useRouter } from "next/navigation";
+import { useEffect, useMemo, useState, useTransition } from "react";
+import { toast } from "sonner";
+import { refundTransactionAction } from "@/features/transactions/actions/refund-action";
+import { deriveCreditCardPeriod } from "@/features/transactions/form-helpers";
+import { formatDate } from "@/features/transactions/formatting-helpers";
+import { PeriodPicker } from "@/shared/components/period-picker";
+import { Button } from "@/shared/components/ui/button";
+import { DatePicker } from "@/shared/components/ui/date-picker";
+import {
+	Dialog,
+	DialogContent,
+	DialogDescription,
+	DialogFooter,
+	DialogHeader,
+	DialogTitle,
+} from "@/shared/components/ui/dialog";
+import { Label } from "@/shared/components/ui/label";
+import { formatCurrency } from "@/shared/utils/currency";
+import { derivePeriodFromDate, displayPeriod } from "@/shared/utils/period";
+import type { SelectOption, TransactionItem } from "../types";
+
+type RefundTransactionDialogProps = {
+	open: boolean;
+	onOpenChange: (open: boolean) => void;
+	transaction: TransactionItem | null;
+	cardOptions: SelectOption[];
+};
+
+const todayIso = () => new Date().toISOString().split("T")[0] ?? "";
+
+function deriveDefaultRefundPeriod(
+	refundDate: string,
+	transaction: TransactionItem | null,
+	card: SelectOption | null,
+) {
+	if (transaction?.cardId) {
+		return deriveCreditCardPeriod(
+			refundDate,
+			card?.closingDay ?? null,
+			card?.dueDay ?? null,
+		);
+	}
+
+	return derivePeriodFromDate(refundDate);
+}
+
+export function RefundTransactionDialog({
+	open,
+	onOpenChange,
+	transaction,
+	cardOptions,
+}: RefundTransactionDialogProps) {
+	const router = useRouter();
+	const [isPending, startTransition] = useTransition();
+	const [refundDate, setRefundDate] = useState<string>(todayIso());
+	const [refundPeriod, setRefundPeriod] = useState<string>("");
+
+	const card = useMemo(() => {
+		if (!transaction?.cardId) return null;
+		return cardOptions.find((opt) => opt.value === transaction.cardId) ?? null;
+	}, [transaction?.cardId, cardOptions]);
+
+	useEffect(() => {
+		if (open) {
+			const today = todayIso();
+			setRefundDate(today);
+			setRefundPeriod(deriveDefaultRefundPeriod(today, transaction, card));
+		}
+	}, [open, transaction, card]);
+
+	const defaultPeriod = useMemo(
+		() => deriveDefaultRefundPeriod(refundDate, transaction, card),
+		[refundDate, transaction, card],
+	);
+
+	if (!transaction) return null;
+
+	const amountAbs = Math.abs(transaction.amount);
+	const periodLabel = refundPeriod ? displayPeriod(refundPeriod) : "—";
+	const destinationLabel = transaction.cardId
+		? `na fatura de ${periodLabel}`
+		: `no extrato de ${periodLabel}`;
+
+	const handleSubmit = () => {
+		if (!refundDate) {
+			toast.error("Informe a data do reembolso.");
+			return;
+		}
+
+		if (!refundPeriod) {
+			toast.error("Informe o período do reembolso.");
+			return;
+		}
+
+		startTransition(async () => {
+			const result = await refundTransactionAction({
+				originalTransactionId: transaction.id,
+				refundDate,
+				refundPeriod,
+			});
+
+			if (result.success) {
+				toast.success(result.message);
+				onOpenChange(false);
+				router.refresh();
+				return;
+			}
+
+			toast.error(result.error);
+		});
+	};
+
+	return (
+		<Dialog open={open} onOpenChange={onOpenChange}>
+			<DialogContent className="sm:max-w-md">
+				<DialogHeader>
+					<DialogTitle>Registrar reembolso</DialogTitle>
+					<DialogDescription>
+						Será criado um lançamento de reembolso espelhando esta despesa. O
+						lançamento original será mantido.
+					</DialogDescription>
+				</DialogHeader>
+				<div className="space-y-4">
+					<div className="rounded-md border bg-muted/30 px-3 py-2 text-sm">
+						<p className="font-medium text-foreground">{transaction.name}</p>
+						<p className="text-muted-foreground">
+							{formatCurrency(amountAbs)} •{" "}
+							{formatDate(transaction.purchaseDate)} •{" "}
+							{transaction.paymentMethod}
+						</p>
+					</div>
+					<div className="space-y-2">
+						<Label htmlFor="refund-date">Data do reembolso</Label>
+						<DatePicker
+							id="refund-date"
+							value={refundDate}
+							onChange={(value) => {
+								if (!value) return;
+								setRefundDate(value);
+								setRefundPeriod(
+									deriveDefaultRefundPeriod(value, transaction, card),
+								);
+							}}
+						/>
+					</div>
+					<div className="space-y-2">
+						<Label htmlFor="refund-period">
+							{transaction.cardId
+								? "Fatura do reembolso"
+								: "Período do reembolso"}
+						</Label>
+						<PeriodPicker
+							value={refundPeriod || defaultPeriod}
+							onChange={setRefundPeriod}
+							disabled={isPending}
+							className="w-full"
+						/>
+						<p className="text-xs text-muted-foreground">
+							O reembolso será lançado {destinationLabel}.
+						</p>
+					</div>
+				</div>
+				<DialogFooter>
+					<Button
+						type="button"
+						variant="outline"
+						onClick={() => onOpenChange(false)}
+						disabled={isPending}
+					>
+						Cancelar
+					</Button>
+					<Button type="button" onClick={handleSubmit} disabled={isPending}>
+						{isPending ? "Registrando..." : "Registrar reembolso"}
+					</Button>
+				</DialogFooter>
+			</DialogContent>
+		</Dialog>
+	);
+}
--- a/src/features/transactions/components/page/transactions-page.tsx
+++ b/src/features/transactions/components/page/transactions-page.tsx
@@ -33,6 +33,7 @@ import {
 	MassAddDialog,
 	type MassAddFormData,
 } from "../dialogs/mass-add-dialog";
+import { RefundTransactionDialog } from "../dialogs/refund-transaction-dialog";
 import {
 	SplitPairDialog,
 	type SplitPairScope,
@@ -183,6 +184,9 @@ export function TransactionsPage({
 	const [transactionsToImport, setTransactionsToImport] = useState<
 		TransactionItem[]
 	>([]);
+	const [refundOpen, setRefundOpen] = useState(false);
+	const [transactionToRefund, setTransactionToRefund] =
+		useState<TransactionItem | null>(null);

 	const handleToggleSettlement = async (item: TransactionItem) => {
 		if (item.paymentMethod === "Cartão de crédito") {
@@ -539,6 +543,11 @@ export function TransactionsPage({
 		setDetailsOpen(true);
 	};

+	const handleRefund = (item: TransactionItem) => {
+		setTransactionToRefund(item);
+		setRefundOpen(true);
+	};
+
 	const handleAnticipate = (item: TransactionItem) => {
 		setSelectedForAnticipation(item);
 		setAnticipateOpen(true);
@@ -571,6 +580,7 @@ export function TransactionsPage({
 				onBulkDelete={handleMultipleBulkDelete}
 				onBulkImport={handleBulkImport}
 				onViewDetails={handleViewDetails}
+				onRefund={handleRefund}
 				onToggleSettlement={handleToggleSettlement}
 				onAnticipate={handleAnticipate}
 				onViewAnticipationHistory={handleViewAnticipationHistory}
@@ -683,6 +693,18 @@ export function TransactionsPage({
 				onEdit={handleEdit}
 			/>

+			<RefundTransactionDialog
+				open={refundOpen && !!transactionToRefund}
+				onOpenChange={(open) => {
+					setRefundOpen(open);
+					if (!open) {
+						setTransactionToRefund(null);
+					}
+				}}
+				transaction={transactionToRefund}
+				cardOptions={cardOptions}
+			/>
+
 			<ConfirmActionDialog
 				open={deleteOpen && !!transactionToDelete}
 				onOpenChange={setDeleteOpen}
--- a/src/features/transactions/components/table/transactions-columns.tsx
+++ b/src/features/transactions/components/table/transactions-columns.tsx
@@ -12,6 +12,7 @@ import {
 	RiHistoryLine,
 	RiMoreFill,
 	RiPencilLine,
+	RiRefund2Line,
 	RiTimeLine,
 } from "@remixicon/react";
 import type { ColumnDef } from "@tanstack/react-table";
@@ -45,6 +46,7 @@ import {
 	TooltipContent,
 	TooltipTrigger,
 } from "@/shared/components/ui/tooltip";
+import { REFUND_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
 import { resolveLogoSrc } from "@/shared/lib/logo";
 import { getAvatarSrc } from "@/shared/lib/payers/utils";
 import { formatDate } from "@/shared/utils/date";
@@ -60,6 +62,7 @@ export type BuildColumnsArgs = {
 	onImport?: (item: TransactionItem) => void;
 	onConfirmDelete?: (item: TransactionItem) => void;
 	onViewDetails?: (item: TransactionItem) => void;
+	onRefund?: (item: TransactionItem) => void;
 	onToggleSettlement?: (item: TransactionItem) => void;
 	onAnticipate?: (item: TransactionItem) => void;
 	onViewAnticipationHistory?: (item: TransactionItem) => void;
@@ -121,6 +124,7 @@ function buildColumns({
 	onImport,
 	onConfirmDelete,
 	onViewDetails,
+	onRefund,
 	onToggleSettlement,
 	onAnticipate,
 	onViewAnticipationHistory,
@@ -133,6 +137,7 @@ function buildColumns({
 	const handleImport = onImport ?? noop;
 	const handleConfirmDelete = onConfirmDelete ?? noop;
 	const handleViewDetails = onViewDetails ?? noop;
+	const handleRefund = onRefund ?? noop;
 	const handleToggleSettlement = onToggleSettlement ?? noop;
 	const handleAnticipate = onAnticipate ?? noop;
 	const handleViewAnticipationHistory = onViewAnticipationHistory ?? noop;
@@ -682,6 +687,25 @@ function buildColumns({
 										Importar para Minha Conta
 									</DropdownMenuItem>
 								)}
+							{(() => {
+								const item = row.original;
+								const canRefund =
+									item.userId === currentUserId &&
+									item.transactionType === "Despesa" &&
+									item.condition === "À vista" &&
+									!item.splitGroupId &&
+									!item.readonly &&
+									!item.note?.startsWith(REFUND_NOTE_PREFIX);
+
+								if (!canRefund) return null;
+
+								return (
+									<DropdownMenuItem onSelect={() => handleRefund(item)}>
+										<RiRefund2Line className="size-4" />
+										Reembolso
+									</DropdownMenuItem>
+								);
+							})()}
 							{row.original.userId === currentUserId && (
 								<DropdownMenuItem
 									variant="destructive"
--- a/src/features/transactions/components/table/transactions-table.tsx
+++ b/src/features/transactions/components/table/transactions-table.tsx
@@ -70,6 +70,7 @@ type LancamentosTableProps = {
 	onBulkDelete?: (items: TransactionItem[]) => void;
 	onBulkImport?: (items: TransactionItem[]) => void;
 	onViewDetails?: (item: TransactionItem) => void;
+	onRefund?: (item: TransactionItem) => void;
 	onToggleSettlement?: (item: TransactionItem) => void;
 	onAnticipate?: (item: TransactionItem) => void;
 	onViewAnticipationHistory?: (item: TransactionItem) => void;
@@ -98,6 +99,7 @@ export function TransactionsTable({
 	onBulkDelete,
 	onBulkImport,
 	onViewDetails,
+	onRefund,
 	onToggleSettlement,
 	onAnticipate,
 	onViewAnticipationHistory,
@@ -131,6 +133,7 @@ export function TransactionsTable({
 				onImport,
 				onConfirmDelete,
 				onViewDetails,
+				onRefund,
 				onToggleSettlement,
 				onAnticipate,
 				onViewAnticipationHistory,
@@ -147,6 +150,7 @@ export function TransactionsTable({
 			onImport,
 			onConfirmDelete,
 			onViewDetails,
+			onRefund,
 			onToggleSettlement,
 			onAnticipate,
 			onViewAnticipationHistory,
--- a/src/shared/components/animated-theme-toggler.tsx
+++ b/src/shared/components/animated-theme-toggler.tsx
@@ -88,9 +88,9 @@ export const AnimatedThemeToggler = ({
 					data-state={isDark ? "dark" : "light"}
 					className={cn(
 						buttonVariants({ variant, size: "icon-sm" }),
-						"group relative transition-all duration-200",
+						"group relative transition-all duration-200 h-9",
 						variant === "ghost" &&
-							"text-muted-foreground hover:text-foreground focus-visible:ring-2 focus-visible:ring-primary/40 data-[state=open]:bg-accent/60 data-[state=open]:text-foreground",
+							"h-9 text-muted-foreground hover:text-foreground focus-visible:ring-2 focus-visible:ring-primary/40 data-[state=open]:bg-accent/60 data-[state=open]:text-foreground",
 						className,
 					)}
 					{...props}
--- a/src/shared/components/calculator/calculator-display.tsx
+++ b/src/shared/components/calculator/calculator-display.tsx
@@ -34,7 +34,7 @@ export function CalculatorDisplay({
 			<div className="mt-auto flex items-end justify-end gap-2">
 				<div
 					className={cn(
-						"truncate text-right font-medium tracking-tight leading-none transition-all",
+						"truncate text-right font-semibold transition-all",
 						isResultView ? "text-2xl" : "text-3xl",
 					)}
 				>
--- a/src/shared/components/calculator/calculator-keypad.tsx
+++ b/src/shared/components/calculator/calculator-keypad.tsx
@@ -32,11 +32,11 @@ export function CalculatorKeypad({
 						variant={isActive ? "default" : (btn.variant ?? "outline")}
 						onClick={btn.onClick}
 						className={cn(
-							"h-12 text-base font-medium",
+							"h-14 text-lg font-medium",
 							btn.colSpan === 2 && "col-span-2",
 							btn.colSpan === 3 && "col-span-3",
 							isActive &&
-								"bg-primary text-primary-foreground hover:bg-primary/90 ring-2 ring-primary/30",
+								"bg-primary text-primary-foreground hover:bg-primary/90",
 							btn.className,
 						)}
 					>
--- a/src/shared/components/logo-picker/logo-picker.tsx
+++ b/src/shared/components/logo-picker/logo-picker.tsx
@@ -49,14 +49,14 @@ export function LogoPickerTrigger({
 				className,
 			)}
 		>
-			<span className="relative flex size-8 shrink-0 items-center justify-center overflow-hidden rounded-full border border-border/40 bg-background shadow-xs">
+			<span className="relative flex size-10 shrink-0 items-center justify-center overflow-hidden rounded-full border border-border/40 bg-background shadow-xs">
 				{selectedLogoPath ? (
 					<Image
 						src={selectedLogoPath}
 						alt={selectedLogoLabel || "Logo selecionado"}
 						fill
 						sizes="32px"
-						className="object-contain p-0.5"
+						className="object-contain"
 					/>
 				) : (
 					<span className="text-xs text-muted-foreground">Logo</span>
--- a/src/shared/components/month-picker/month-navigation.tsx
+++ b/src/shared/components/month-picker/month-navigation.tsx
@@ -47,7 +47,7 @@ export default function MonthNavigation() {

 				<div className="flex items-center">
 					<div
-						className="mx-1 space-x-1 capitalize font-medium"
+						className="mx-1 space-x-1 capitalize font-semibold"
 						aria-current={!isDifferentFromCurrent ? "date" : undefined}
 						aria-label={`Período selecionado: ${currentMonthLabel}`}
 					>
--- a/src/shared/components/navigation/navbar/nav-menu.tsx
+++ b/src/shared/components/navigation/navbar/nav-menu.tsx
@@ -29,10 +29,10 @@ import { NavPill } from "./nav-pill";
 import { MobileTools, NavToolsDropdown } from "./nav-tools";

 const triggerClass =
-	"h-8! rounded-md! px-2! py-0! text-sm! font-medium! bg-transparent! shadow-none! capitalize! [&_svg]:text-current! text-black/75! hover:text-black! hover:bg-black/10! focus:text-black! focus:bg-black/10! focus-visible:ring-black/20! data-[state=open]:text-black! data-[state=open]:bg-black/10! dark:text-white/75! dark:hover:text-white! dark:hover:bg-white/10! dark:focus:text-white! dark:focus:bg-white/10! dark:focus-visible:ring-white/20! dark:data-[state=open]:text-white! dark:data-[state=open]:bg-white/10!";
+	"h-9! px-2! py-0! bg-transparent! capitalize! [&_svg]:text-current! text-primary-foreground/75! hover:text-primary-foreground! hover:bg-primary-foreground/10! focus:text-primary-foreground! focus:bg-primary-foreground/10! focus-visible:ring-primary-foreground/20! data-[state=open]:text-primary-foreground! data-[state=open]:bg-primary-foreground/10! dark:text-foreground/75! dark:hover:text-foreground! dark:hover:bg-foreground/10! dark:focus:text-foreground! dark:focus:bg-foreground/10! dark:focus-visible:ring-foreground/20! dark:data-[state=open]:text-foreground! dark:data-[state=open]:bg-foreground/10!";

 const triggerActiveClass =
-	"bg-black/15! text-black! dark:bg-white/15! dark:text-white!";
+	"bg-primary-foreground/15! text-primary-foreground! dark:bg-foreground/15! dark:text-foreground!";

 export function NavMenu() {
 	const pathname = usePathname();
--- a/src/shared/components/navigation/navbar/nav-pill.tsx
+++ b/src/shared/components/navigation/navbar/nav-pill.tsx
@@ -25,8 +25,9 @@ export function NavPill({ href, preservePeriod, children }: NavPillProps) {
 			preservePeriod={preservePeriod}
 			className={cn(
 				buttonVariants({ variant: "navbar", size: "sm" }),
-				"capitalize",
-				isActive && "bg-black/15 text-black dark:bg-white/15 dark:text-white",
+				"h-9 capitalize text-primary-foreground/75 hover:bg-primary-foreground/10 hover:text-primary-foreground focus-visible:ring-primary-foreground/20 dark:text-foreground/75 dark:hover:bg-foreground/10 dark:hover:text-foreground dark:focus-visible:ring-foreground/20",
+				isActive &&
+					"bg-primary-foreground/15 text-primary-foreground dark:bg-foreground/15 dark:text-foreground",
 			)}
 		>
 			{children}
--- a/src/shared/components/navigation/navbar/navbar-shell.tsx
+++ b/src/shared/components/navigation/navbar/navbar-shell.tsx
@@ -16,7 +16,7 @@ export function NavbarShell({

 	return (
 		<header
-			className={`${positionClass} z-50 flex h-16 shrink-0 items-center bg-primary border-b dark:bg-card dark:border-b-border/60`}
+			className={`${positionClass} z-50 flex h-16 shrink-0 items-center bg-primary border-b border-b-primary dark:bg-card dark:border-b-border`}
 		>
 			<div className="relative z-10 mx-auto flex h-full w-full max-w-8xl items-center gap-4 px-4">
 				{logoHref ? (
--- a/src/shared/components/ui/card.tsx
+++ b/src/shared/components/ui/card.tsx
@@ -7,7 +7,7 @@ function Card({ className, ...props }: React.ComponentProps<"div">) {
 		<div
 			data-slot="card"
 			className={cn(
-				"bg-card text-card-foreground flex flex-col gap-4 border border-border/70 dark:border-border/40 py-6 rounded-lg hover:border-primary/60 transition-colors duration-200",
+				"bg-card text-card-foreground flex flex-col gap-4 border border-transparent shadow-sm dark:border-border py-6 rounded-lg hover:border-primary/50 transition-colors duration-200",
 				className,
 			)}
 			{...props}
--- a/src/shared/components/ui/navigation-menu.tsx
+++ b/src/shared/components/ui/navigation-menu.tsx
@@ -111,7 +111,7 @@ function NavigationMenuViewport({
 			<NavigationMenuPrimitive.Viewport
 				data-slot="navigation-menu-viewport"
 				className={cn(
-					"origin-top-center bg-popover text-popover-foreground data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-90 relative mt-1.5 h-[var(--radix-navigation-menu-viewport-height)] w-full overflow-hidden rounded-md border shadow md:w-[var(--radix-navigation-menu-viewport-width)]",
+					"origin-top-center bg-popover text-popover-foreground data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-90 relative mt-1.5 h-(--radix-navigation-menu-viewport-height) w-full overflow-hidden rounded-md border shadow md:w-(--radix-navigation-menu-viewport-width)",
 					className,
 				)}
 				{...props}
@@ -144,7 +144,7 @@ function NavigationMenuIndicator({
 		<NavigationMenuPrimitive.Indicator
 			data-slot="navigation-menu-indicator"
 			className={cn(
-				"data-[state=visible]:animate-in data-[state=hidden]:animate-out data-[state=hidden]:fade-out data-[state=visible]:fade-in top-full z-[1] flex h-1.5 items-end justify-center overflow-hidden",
+				"data-[state=visible]:animate-in data-[state=hidden]:animate-out data-[state=hidden]:fade-out data-[state=visible]:fade-in top-full z-1 flex h-1.5 items-end justify-center overflow-hidden",
 				className,
 			)}
 			{...props}
--- a/src/shared/components/ui/table.tsx
+++ b/src/shared/components/ui/table.tsx
@@ -57,7 +57,7 @@ function TableRow({ className, ...props }: React.ComponentProps<"tr">) {
 		<tr
 			data-slot="table-row"
 			className={cn(
-				"hover:bg-muted/50 data-[state=selected]:bg-muted border-b transition-colors",
+				"hover:bg-muted/50 data-[state=selected]:bg-muted border-b border-border/50 transition-colors",
 				className,
 			)}
 			{...props}
--- a/src/shared/lib/calculator/use-calculator-state.ts
+++ b/src/shared/lib/calculator/use-calculator-state.ts
@@ -243,8 +243,8 @@ export function useCalculatorState() {
 	const buttons: CalculatorButtonConfig[][] = [
 		[
 			{ label: "C", onClick: reset, variant: "destructive" },
-			{ label: "⌫", onClick: deleteLastDigit, variant: "secondary" },
-			{ label: "%", onClick: applyPercent, variant: "secondary" },
+			{ label: "⌫", onClick: deleteLastDigit },
+			{ label: "%", onClick: applyPercent },
 			{
 				label: "÷",
 				onClick: makeOperatorHandler("divide"),
@@ -278,7 +278,7 @@ export function useCalculatorState() {
 			{ label: "+", onClick: makeOperatorHandler("add"), variant: "outline" },
 		],
 		[
-			{ label: "±", onClick: toggleSign, variant: "secondary" },
+			{ label: "±", onClick: toggleSign },
 			{ label: "0", onClick: () => inputDigit("0") },
 			{ label: ",", onClick: inputDecimal },
 			{ label: "=", onClick: evaluate, variant: "default" },
--- a/src/shared/lib/payers/share-code.ts
+++ b/src/shared/lib/payers/share-code.ts
@@ -1,4 +1,3 @@
-import "server-only";
 import { randomBytes } from "node:crypto";

 export const generateShareCode = (): string => {