feat(finance): refina fluxos de transacoes e pagadores

2026-05-09 11:01:45 +00:00 · 2026-03-09 17:13:44 +00:00
parent 69da27276c
commit ada1377640
58 changed files with 1288 additions and 1559 deletions
--- a/lib/faturas/index.ts
+++ b/lib/faturas/index.ts
@@ -0,0 +1,32 @@
+export const INVOICE_PAYMENT_STATUS = {
+	PENDING: "pendente",
+	PAID: "pago",
+} as const;
+
+export const INVOICE_STATUS_VALUES = Object.values(INVOICE_PAYMENT_STATUS);
+
+export type InvoicePaymentStatus =
+	(typeof INVOICE_PAYMENT_STATUS)[keyof typeof INVOICE_PAYMENT_STATUS];
+
+export const INVOICE_STATUS_LABEL: Record<InvoicePaymentStatus, string> = {
+	[INVOICE_PAYMENT_STATUS.PENDING]: "Em aberto",
+	[INVOICE_PAYMENT_STATUS.PAID]: "Pago",
+};
+
+export const INVOICE_STATUS_BADGE_VARIANT: Record<
+	InvoicePaymentStatus,
+	"default" | "secondary" | "success" | "info"
+> = {
+	[INVOICE_PAYMENT_STATUS.PENDING]: "info",
+	[INVOICE_PAYMENT_STATUS.PAID]: "success",
+};
+
+export const INVOICE_STATUS_DESCRIPTION: Record<InvoicePaymentStatus, string> =
+	{
+		[INVOICE_PAYMENT_STATUS.PENDING]:
+			"Esta fatura ainda não foi quitada. Você pode realizar o pagamento assim que revisar os lançamentos.",
+		[INVOICE_PAYMENT_STATUS.PAID]:
+			"Esta fatura está quitada. Caso tenha sido um engano, é possível desfazer o pagamento.",
+	};
+
+export const PERIOD_FORMAT_REGEX = /^\d{4}-\d{2}$/;
--- a/lib/installments/utils.ts
+++ b/lib/installments/utils.ts
@@ -1,3 +1,5 @@
+import { displayPeriod, periodToDate } from "@/lib/utils/period";
+
 /**
 * Calcula a data da última parcela baseado no período da parcela atual
 * @param currentPeriod - Período da parcela atual no formato YYYY-MM (ex: "2025-11")
@@ -10,18 +12,13 @@ export function calculateLastInstallmentDate(
 	currentInstallment: number,
 	totalInstallments: number,
 ): Date {
-	// Parse do período atual (formato: "YYYY-MM")
-	const [yearStr, monthStr] = currentPeriod.split("-");
-	const year = Number.parseInt(yearStr ?? "", 10);
-	const monthIndex = Number.parseInt(monthStr ?? "", 10) - 1; // 0-indexed
-
-	if (Number.isNaN(year) || Number.isNaN(monthIndex)) {
+	let currentDate: Date;
+	try {
+		currentDate = periodToDate(currentPeriod);
+	} catch {
 		return new Date();
 	}

-	// Cria data do período atual (parcela atual)
-	const currentDate = new Date(year, monthIndex, 1);
-
 	// Calcula quantas parcelas faltam (incluindo a atual)
 	// Ex: parcela 2 de 6 -> restam 5 parcelas (2, 3, 4, 5, 6)
 	const remainingInstallments = totalInstallments - currentInstallment + 1;
@@ -41,15 +38,9 @@ export function calculateLastInstallmentDate(
 * Exemplo: "Março de 2026"
 */
 export function formatLastInstallmentDate(date: Date): string {
-	const formatter = new Intl.DateTimeFormat("pt-BR", {
-		month: "long",
-		year: "numeric",
-		timeZone: "UTC",
-	});
-
-	const formatted = formatter.format(date);
-	// Capitaliza a primeira letra
-	return formatted.charAt(0).toUpperCase() + formatted.slice(1);
+	return displayPeriod(
+		`${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, "0")}`,
+	);
 }

 /**
@@ -71,6 +62,9 @@ export function formatPurchaseDate(date: Date): string {
 * Formata o texto da parcela atual
 * Exemplo: "1 de 6"
 */
-export function formatCurrentInstallment(current: number, total: number): string {
+export function formatCurrentInstallment(
+	current: number,
+	total: number,
+): string {
 	return `${current} de ${total}`;
 }
--- a/lib/lancamentos/formatting-helpers.ts
+++ b/lib/lancamentos/formatting-helpers.ts
@@ -1,6 +1,14 @@
 /**
 * Formatting helpers for displaying lancamento data
 */
+import {
+	currencyFormatter,
+	formatCurrency as formatCurrencyValue,
+} from "@/lib/utils/currency";
+import { formatDateOnly } from "@/lib/utils/date";
+import { formatMonthYearLabel } from "@/lib/utils/period";
+
+export { currencyFormatter };

 /**
 * Capitalizes the first letter of a string
@@ -11,14 +19,6 @@ function capitalize(value: string): string {
 		: value;
 }

-/**
- * Currency formatter for pt-BR locale (BRL)
- */
-export const currencyFormatter = new Intl.NumberFormat("pt-BR", {
-	style: "currency",
-	currency: "BRL",
-});
-
 /**
 * Date formatter for pt-BR locale (dd/mm/yyyy)
 */
@@ -44,9 +44,13 @@ export const monthFormatter = new Intl.DateTimeFormat("pt-BR", {
 */
 export function formatDate(value?: string | null): string {
 	if (!value) return "—";
-	const date = new Date(value);
-	if (Number.isNaN(date.getTime())) return "—";
-	return dateFormatter.format(date);
+	return (
+		formatDateOnly(value, {
+			day: "2-digit",
+			month: "2-digit",
+			year: "numeric",
+		}) ?? "—"
+	);
 }

 /**
@@ -57,10 +61,11 @@ export function formatDate(value?: string | null): string {
 */
 export function formatPeriod(value?: string | null): string {
 	if (!value) return "—";
-	const [year, month] = value.split("-").map(Number);
-	if (!year || !month) return value;
-	const date = new Date(year, month - 1, 1);
-	return capitalize(monthFormatter.format(date));
+	try {
+		return formatMonthYearLabel(value);
+	} catch {
+		return value;
+	}
 }

 /**
@@ -97,5 +102,5 @@ export function getTransactionBadgeVariant(
 * @example formatCurrency(1234.56) => "R$ 1.234,56"
 */
 export function formatCurrency(value: number): string {
-	return currencyFormatter.format(value);
+	return formatCurrencyValue(value);
 }
--- a/lib/lancamentos/page-helpers.ts
+++ b/lib/lancamentos/page-helpers.ts
@@ -19,6 +19,7 @@ import {
 	PAGADOR_ROLE_ADMIN,
 	PAGADOR_ROLE_TERCEIRO,
 } from "@/lib/pagadores/constants";
+import { toDateOnlyString } from "@/lib/utils/date";

 type PagadorRow = typeof pagadores.$inferSelect;
 type ContaRow = typeof contas.$inferSelect;
@@ -185,12 +186,10 @@ export const fetchLancamentoFilterSources = async (userId: string) => {
 				where: eq(pagadores.userId, userId),
 			}),
 			db.query.contas.findMany({
-				where: (contas, { eq, and }) =>
-					and(eq(contas.userId, userId), eq(contas.status, "Ativa")),
+				where: and(eq(contas.userId, userId), eq(contas.status, "Ativa")),
 			}),
 			db.query.cartoes.findMany({
-				where: (cartoes, { eq, and }) =>
-					and(eq(cartoes.userId, userId), eq(cartoes.status, "Ativo")),
+				where: and(eq(cartoes.userId, userId), eq(cartoes.status, "Ativo")),
 			}),
 			db.query.categorias.findMany({
 				where: eq(categorias.userId, userId),
@@ -405,7 +404,7 @@ export const mapLancamentosData = (rows: LancamentoRowWithRelations[]) =>
 		id: item.id,
 		userId: item.userId,
 		name: item.name,
-		purchaseDate: item.purchaseDate?.toISOString() ?? new Date().toISOString(),
+		purchaseDate: toDateOnlyString(item.purchaseDate) ?? "",
 		period: item.period ?? "",
 		transactionType: item.transactionType,
 		amount: Number(item.amount ?? 0),
--- a/lib/pagadores/details.ts
+++ b/lib/pagadores/details.ts
@@ -14,6 +14,13 @@ import {
 import { cartoes, lancamentos } from "@/db/schema";
 import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/lib/contas/constants";
 import { db } from "@/lib/db";
+import { toDateOnlyString } from "@/lib/utils/date";
+import { safeToNumber as toNumber } from "@/lib/utils/number";
+import {
+	addMonthsToPeriod,
+	buildPeriodRange,
+	formatCompactPeriodLabel,
+} from "@/lib/utils/period";

 const RECEITA = "Receita";
 const DESPESA = "Despesa";
@@ -65,76 +72,6 @@ export type PagadorPaymentStatusData = {
 	totalAmount: number;
 };

-const toISODate = (value: Date | string | null | undefined): string | null => {
-	if (!value) return null;
-	if (value instanceof Date) return value.toISOString().slice(0, 10);
-	return typeof value === "string" ? value : null;
-};
-
-const toNumber = (value: string | number | bigint | null) => {
-	if (typeof value === "number") {
-		return value;
-	}
-	if (typeof value === "bigint") {
-		return Number(value);
-	}
-	if (!value) {
-		return 0;
-	}
-	const parsed = Number(value);
-	return Number.isNaN(parsed) ? 0 : parsed;
-};
-
-const formatPeriod = (year: number, month: number) =>
-	`${year}-${String(month).padStart(2, "0")}`;
-
-const normalizePeriod = (period: string) => {
-	const [yearStr, monthStr] = period.split("-");
-	const year = Number.parseInt(yearStr ?? "", 10);
-	const month = Number.parseInt(monthStr ?? "", 10);
-	if (Number.isNaN(year) || Number.isNaN(month)) {
-		throw new Error(`Período inválido: ${period}`);
-	}
-	return { year, month };
-};
-
-const buildPeriodWindow = (period: string, months: number) => {
-	const { year, month } = normalizePeriod(period);
-	const items: string[] = [];
-	let currentYear = year;
-	let currentMonth = month;
-
-	for (let i = 0; i < months; i += 1) {
-		items.unshift(formatPeriod(currentYear, currentMonth));
-		currentMonth -= 1;
-		if (currentMonth < 1) {
-			currentMonth = 12;
-			currentYear -= 1;
-		}
-	}
-
-	return items;
-};
-
-const formatPeriodLabel = (period: string) => {
-	try {
-		const { year, month } = normalizePeriod(period);
-		const formatter = new Intl.DateTimeFormat("pt-BR", {
-			month: "short",
-		});
-		const date = new Date(year, month - 1, 1);
-		const rawLabel = formatter.format(date).replace(".", "");
-		const label =
-			rawLabel.length > 0
-				? rawLabel.charAt(0).toUpperCase().concat(rawLabel.slice(1))
-				: rawLabel;
-		const suffix = String(year).slice(-2);
-		return `${label}/${suffix}`;
-	} catch {
-		return period;
-	}
-};
-
 const excludeAutoInvoiceEntries = () =>
 	or(
 		isNull(lancamentos.note),
@@ -206,9 +143,10 @@ export async function fetchPagadorHistory({
 	period,
 	months = 6,
 }: BaseFilters & { months?: number }): Promise<PagadorHistoryPoint[]> {
-	const window = buildPeriodWindow(period, months);
-	const start = window[0];
-	const end = window[window.length - 1];
+	const startPeriod = addMonthsToPeriod(period, -(Math.max(months, 1) - 1));
+	const windowPeriods = buildPeriodRange(startPeriod, period);
+	const start = windowPeriods[0];
+	const end = windowPeriods[windowPeriods.length - 1];

 	const rows = await db
 		.select({
@@ -233,7 +171,7 @@ export async function fetchPagadorHistory({
 		{ receitas: number; despesas: number }
 	>();

-	for (const key of window) {
+	for (const key of windowPeriods) {
 		totalsByPeriod.set(key, { receitas: 0, despesas: 0 });
 	}

@@ -250,9 +188,9 @@ export async function fetchPagadorHistory({
 		}
 	}

-	return window.map((key) => ({
+	return windowPeriods.map((key) => ({
 		period: key,
-		label: formatPeriodLabel(key),
+		label: formatCompactPeriodLabel(key),
 		receitas: totalsByPeriod.get(key)?.receitas ?? 0,
 		despesas: totalsByPeriod.get(key)?.despesas ?? 0,
 	}));
@@ -283,20 +221,22 @@ export async function fetchPagadorCardUsage({
 		)
 		.groupBy(lancamentos.cartaoId, cartoes.name, cartoes.logo);

-	return rows
-		.filter((row) => Boolean(row.cartaoId))
-		.map((row) => {
-			if (!row.cartaoId) {
-				throw new Error("cartaoId should not be null after filter");
-			}
-			return {
-				id: row.cartaoId,
-				name: row.cardName ?? "Cartão",
-				logo: row.cardLogo ?? null,
-				amount: Math.abs(toNumber(row.totalAmount)),
-			};
-		})
-		.sort((a, b) => b.amount - a.amount);
+	const items: PagadorCardUsageItem[] = [];
+
+	for (const row of rows) {
+		if (!row.cartaoId) {
+			continue;
+		}
+
+		items.push({
+			id: row.cartaoId,
+			name: row.cardName ?? "Cartão",
+			logo: row.cardLogo ?? null,
+			amount: Math.abs(toNumber(row.totalAmount)),
+		});
+	}
+
+	return items.sort((a, b) => b.amount - a.amount);
 }

 export async function fetchPagadorBoletoStats({
@@ -374,14 +314,20 @@ export async function fetchPagadorBoletoItems({
 		)
 		.orderBy(asc(lancamentos.dueDate));

-	return rows.map((row) => ({
-		id: row.id,
-		name: row.name,
-		amount: Math.abs(toNumber(row.amount)),
-		dueDate: toISODate(row.dueDate),
-		boletoPaymentDate: toISODate(row.boletoPaymentDate),
-		isSettled: Boolean(row.isSettled),
-	}));
+	const items: PagadorBoletoItem[] = [];
+
+	for (const row of rows) {
+		items.push({
+			id: row.id,
+			name: row.name,
+			amount: Math.abs(toNumber(row.amount)),
+			dueDate: toDateOnlyString(row.dueDate),
+			boletoPaymentDate: toDateOnlyString(row.boletoPaymentDate),
+			isSettled: Boolean(row.isSettled),
+		});
+	}
+
+	return items;
 }

 export async function fetchPagadorPaymentStatus({
--- a/lib/pagadores/notifications.ts
+++ b/lib/pagadores/notifications.ts
@@ -3,6 +3,8 @@ import { Resend } from "resend";
 import { pagadores } from "@/db/schema";
 import { db } from "@/lib/db";
 import { getResendFromEmail } from "@/lib/email/resend";
+import { formatCurrency } from "@/lib/utils/currency";
+import { formatDateTime } from "@/lib/utils/date";

 type ActionType = "created" | "deleted";

@@ -24,20 +26,21 @@ export type PagadorNotificationRequest = {
 	entriesByPagador: Map<string, NotificationEntry[]>;
 };

-const formatCurrency = (value: number) =>
-	value.toLocaleString("pt-BR", {
-		style: "currency",
-		currency: "BRL",
-		maximumFractionDigits: 2,
-	});
+type PagadorNotificationRecipient = {
+	id: string;
+	name: string | null;
+	email: string | null;
+	isAutoSend: boolean | null;
+};

 const formatDate = (value: Date | null) => {
-	if (!value) return "—";
-	return value.toLocaleDateString("pt-BR", {
-		day: "2-digit",
-		month: "short",
-		year: "numeric",
-	});
+	return (
+		formatDateTime(value, {
+			day: "2-digit",
+			month: "short",
+			year: "numeric",
+		}) ?? "—"
+	);
 };

 const buildHtmlBody = ({
@@ -133,9 +136,9 @@ export async function sendPagadorAutoEmails({
 		return;
 	}

-	const pagadorRows = await db.query.pagadores.findMany({
+	const pagadorRows = (await db.query.pagadores.findMany({
 		where: inArray(pagadores.id, pagadorIds),
-	});
+	})) as PagadorNotificationRecipient[];

 	if (pagadorRows.length === 0) {
 		return;
@@ -146,7 +149,7 @@ export async function sendPagadorAutoEmails({
 		action === "created" ? "Novo lançamento" : "Lançamento removido";

 	const results = await Promise.allSettled(
-		pagadorRows.map(async (pagador) => {
+		pagadorRows.map(async (pagador: PagadorNotificationRecipient) => {
 			if (!pagador.email || !pagador.isAutoSend) {
 				return;
 			}
@@ -172,7 +175,7 @@ export async function sendPagadorAutoEmails({
 	);

 	// Log any failed email sends
-	results.forEach((result, index) => {
+	results.forEach((result: PromiseSettledResult<void>, index: number) => {
 		if (result.status === "rejected") {
 			const pagador = pagadorRows[index];
 			console.error(