refactor(dashboard): reorganizar módulos em subdiretórios e nova arquitetura de widgets

Arquivos de queries, helpers e controllers dispersos na raiz de dashboard/
foram movidos para subdiretórios temáticos (bills/, invoices/, notes/,
notifications/, overview/, payments/, goals-progress/, categories/).
~25 widgets monolíticos obsoletos removidos em favor de nova arquitetura
baseada em widget-registry com components/widgets/. Novos componentes:
category-breakdown-chart/list, goals-progress-item, percentage-change-indicator.
Imports atualizados em fetch-dashboard-data e transaction-filters limpos.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Felipe Coutinho
2026-04-20 17:51:56 +00:00
parent 3e80d5995b
commit ba05985725
99 changed files with 784 additions and 2055 deletions

View File

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import { and, desc, eq } from "drizzle-orm";
import {
cards,
categories,
financialAccounts,
transactions,
} from "@/db/schema";
import type { DashboardBillsSnapshot } from "@/features/dashboard/bills/bills-queries";
import type { InstallmentExpensesData } from "@/features/dashboard/expenses/installment-expenses-queries";
import type { RecurringExpensesData } from "@/features/dashboard/expenses/recurring-expenses-queries";
import type {
TopExpense,
TopExpensesData,
} from "@/features/dashboard/expenses/top-expenses-queries";
import type { PaymentConditionsData } from "@/features/dashboard/payments/payment-conditions-queries";
import type { PaymentMethodsData } from "@/features/dashboard/payments/payment-methods-queries";
import type { PaymentStatusData } from "@/features/dashboard/payments/payment-status-queries";
import type { PurchasesByCategoryData } from "@/features/dashboard/categories/purchases-by-category-queries";
import type { TopEstablishmentsData } from "@/features/dashboard/top-establishments-queries";
import { excludeTransactionsFromExcludedAccounts } from "@/features/dashboard/transaction-filters";
import {
ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
INITIAL_BALANCE_NOTE,
} from "@/shared/lib/accounts/constants";
import { db } from "@/shared/lib/db";
import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
import {
compareDateOnly,
getBusinessDateString,
isDateOnlyPast,
} from "@/shared/utils/date";
import { safeToNumber as toNumber } from "@/shared/utils/number";
const PAYMENT_METHOD_BOLETO = "Boleto";
const PAYMENT_METHOD_CARD = "Cartão de Crédito";
const TRANSACTION_TYPE_EXPENSE = "Despesa";
const TRANSACTION_TYPE_INCOME = "Receita";
const CONDITION_RECURRING = "Recorrente";
const CONDITION_INSTALLMENT = "Parcelado";
type CurrentPeriodTransactionRow = {
id: string;
name: string;
amount: string | number | null;
period: string;
purchaseDate: Date;
paymentMethod: string;
condition: string;
currentInstallment: number | null;
installmentCount: number | null;
recurrenceCount: number | null;
dueDate: Date | null;
boletoPaymentDate: Date | null;
isSettled: boolean | null;
transactionType: string;
note: string | null;
isAnticipated: boolean;
categoryId: string | null;
categoryName: string | null;
categoryType: string | null;
cardLogo: string | null;
accountLogo: string | null;
accountExcludeInitialBalanceFromIncome: boolean | null;
};
type CategoryOption = PurchasesByCategoryData["categories"][number];
type CategoryTransaction =
PurchasesByCategoryData["transactionsByCategory"][string][number];
type DashboardCurrentPeriodOverview = {
billsSnapshot: DashboardBillsSnapshot;
paymentStatusData: PaymentStatusData;
paymentConditionsData: PaymentConditionsData;
paymentMethodsData: PaymentMethodsData;
recurringExpensesData: RecurringExpensesData;
installmentExpensesData: InstallmentExpensesData;
topEstablishmentsData: TopEstablishmentsData;
topExpensesAll: TopExpensesData;
topExpensesCardOnly: TopExpensesData;
purchasesByCategoryData: PurchasesByCategoryData;
};
const emptyOverview = (): DashboardCurrentPeriodOverview => ({
billsSnapshot: {
bills: [],
totalPendingAmount: 0,
pendingCount: 0,
},
paymentStatusData: {
income: { total: 0, confirmed: 0, pending: 0 },
expenses: { total: 0, confirmed: 0, pending: 0 },
},
paymentConditionsData: { conditions: [] },
paymentMethodsData: { methods: [] },
recurringExpensesData: { expenses: [] },
installmentExpensesData: { expenses: [] },
topEstablishmentsData: { establishments: [] },
topExpensesAll: { expenses: [] },
topExpensesCardOnly: { expenses: [] },
purchasesByCategoryData: {
categories: [],
transactionsByCategory: {},
},
});
const normalizeNote = (note: string | null | undefined) => note?.trim() ?? "";
const isAutoInvoiceNote = (note: string | null | undefined) =>
normalizeNote(note)
.toLowerCase()
.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX.toLowerCase());
const isInitialBalanceNote = (note: string | null | undefined) =>
normalizeNote(note) === INITIAL_BALANCE_NOTE;
const shouldIncludeWithoutAutoInvoice = (note: string | null | undefined) =>
!isAutoInvoiceNote(note);
const shouldIncludeWithoutAutoGenerated = (note: string | null | undefined) =>
!isInitialBalanceNote(note) && !isAutoInvoiceNote(note);
const shouldIncludeInPaymentStatus = (row: CurrentPeriodTransactionRow) => {
if (!shouldIncludeWithoutAutoInvoice(row.note)) {
return false;
}
if (
isInitialBalanceNote(row.note) &&
row.accountExcludeInitialBalanceFromIncome === true
) {
return false;
}
return true;
};
const shouldIncludeNamedItem = (name: string) => {
const normalized = name.trim().toLowerCase();
if (normalized === "saldo inicial") {
return false;
}
if (normalized.includes("fatura")) {
return false;
}
return true;
};
const compareDateOnlyAscWithNullsLast = (
left: string | null,
right: string | null,
) => {
if (!left && !right) return 0;
if (!left) return 1;
if (!right) return -1;
return compareDateOnly(left, right);
};
const compareDateOnlyDescWithNullsLast = (
left: string | null,
right: string | null,
) => {
if (!left && !right) return 0;
if (!left) return 1;
if (!right) return -1;
return compareDateOnly(right, left);
};
const buildBillsSnapshot = (
rows: CurrentPeriodTransactionRow[],
): DashboardBillsSnapshot => {
const today = getBusinessDateString();
const bills = rows
.filter((row) => row.paymentMethod === PAYMENT_METHOD_BOLETO)
.map((row) => ({
id: row.id,
name: row.name,
amount: Math.abs(toNumber(row.amount)),
dueDate: row.dueDate ? row.dueDate.toISOString().slice(0, 10) : null,
boletoPaymentDate: row.boletoPaymentDate
? row.boletoPaymentDate.toISOString().slice(0, 10)
: null,
isSettled: Boolean(row.isSettled),
}))
.sort((a, b) => {
if (a.isSettled !== b.isSettled) {
return a.isSettled ? 1 : -1;
}
if (!a.isSettled && !b.isSettled) {
const aIsOverdue = a.dueDate ? isDateOnlyPast(a.dueDate, today) : false;
const bIsOverdue = b.dueDate ? isDateOnlyPast(b.dueDate, today) : false;
if (aIsOverdue !== bIsOverdue) {
return aIsOverdue ? -1 : 1;
}
const dueDateDiff = compareDateOnlyAscWithNullsLast(
a.dueDate,
b.dueDate,
);
if (dueDateDiff !== 0) {
return dueDateDiff;
}
const amountDiff = b.amount - a.amount;
if (amountDiff !== 0) {
return amountDiff;
}
}
if (a.isSettled && b.isSettled) {
const paidAtDiff = compareDateOnlyDescWithNullsLast(
a.boletoPaymentDate,
b.boletoPaymentDate,
);
if (paidAtDiff !== 0) {
return paidAtDiff;
}
const amountDiff = b.amount - a.amount;
if (amountDiff !== 0) {
return amountDiff;
}
}
return a.name.localeCompare(b.name, "pt-BR");
});
const pendingBills = bills.filter((bill) => !bill.isSettled);
return {
bills,
totalPendingAmount: pendingBills.reduce(
(total, bill) => total + bill.amount,
0,
),
pendingCount: pendingBills.length,
};
};
const buildPaymentStatusData = (
rows: CurrentPeriodTransactionRow[],
): PaymentStatusData => {
const result: PaymentStatusData = {
income: { total: 0, confirmed: 0, pending: 0 },
expenses: { total: 0, confirmed: 0, pending: 0 },
};
for (const row of rows) {
if (
!shouldIncludeInPaymentStatus(row) ||
(row.transactionType !== TRANSACTION_TYPE_INCOME &&
row.transactionType !== TRANSACTION_TYPE_EXPENSE)
) {
continue;
}
const amount = toNumber(row.amount);
const target =
row.transactionType === TRANSACTION_TYPE_INCOME
? result.income
: result.expenses;
if (row.isSettled === true) {
target.confirmed += amount;
} else {
target.pending += amount;
}
}
result.income.total = result.income.confirmed + result.income.pending;
result.expenses.total = result.expenses.confirmed + result.expenses.pending;
return result;
};
const buildExpenseBreakdown = (
rows: CurrentPeriodTransactionRow[],
field: "condition" | "paymentMethod",
) => {
const groups = new Map<
string,
{
amount: number;
transactions: number;
}
>();
for (const row of rows) {
if (
row.transactionType !== TRANSACTION_TYPE_EXPENSE ||
!shouldIncludeWithoutAutoGenerated(row.note)
) {
continue;
}
const key = row[field];
const current = groups.get(key) ?? { amount: 0, transactions: 0 };
current.amount += Math.abs(toNumber(row.amount));
current.transactions += 1;
groups.set(key, current);
}
const entries = Array.from(groups.entries()).map(([key, value]) => ({
key,
amount: value.amount,
transactions: value.transactions,
}));
const overallTotal = entries.reduce(
(total, entry) => total + entry.amount,
0,
);
return entries
.map((entry) => ({
key: entry.key,
amount: entry.amount,
transactions: entry.transactions,
percentage:
overallTotal > 0
? Number(((entry.amount / overallTotal) * 100).toFixed(2))
: 0,
}))
.sort((a, b) => b.amount - a.amount);
};
const buildPaymentConditionsData = (
rows: CurrentPeriodTransactionRow[],
): PaymentConditionsData => ({
conditions: buildExpenseBreakdown(rows, "condition").map((entry) => ({
condition: entry.key,
amount: entry.amount,
transactions: entry.transactions,
percentage: entry.percentage,
})),
});
const buildPaymentMethodsData = (
rows: CurrentPeriodTransactionRow[],
): PaymentMethodsData => ({
methods: buildExpenseBreakdown(rows, "paymentMethod").map((entry) => ({
paymentMethod: entry.key,
amount: entry.amount,
transactions: entry.transactions,
percentage: entry.percentage,
})),
});
const buildRecurringExpensesData = (
rows: CurrentPeriodTransactionRow[],
): RecurringExpensesData => ({
expenses: rows
.filter(
(row) =>
row.transactionType === TRANSACTION_TYPE_EXPENSE &&
row.condition === CONDITION_RECURRING &&
shouldIncludeWithoutAutoGenerated(row.note),
)
.map((row) => ({
id: row.id,
name: row.name,
amount: Math.abs(toNumber(row.amount)),
paymentMethod: row.paymentMethod,
recurrenceCount: row.recurrenceCount,
})),
});
const buildInstallmentExpensesData = (
rows: CurrentPeriodTransactionRow[],
): InstallmentExpensesData => ({
expenses: rows
.filter(
(row) =>
row.transactionType === TRANSACTION_TYPE_EXPENSE &&
row.condition === CONDITION_INSTALLMENT &&
row.isAnticipated === false &&
shouldIncludeWithoutAutoGenerated(row.note),
)
.map((row) => ({
id: row.id,
name: row.name,
amount: Math.abs(toNumber(row.amount)),
paymentMethod: row.paymentMethod,
currentInstallment: row.currentInstallment,
installmentCount: row.installmentCount,
dueDate: row.dueDate,
purchaseDate: row.purchaseDate,
period: row.period,
}))
.sort((a, b) => {
const remainingA =
a.installmentCount && a.currentInstallment
? a.installmentCount - a.currentInstallment
: 0;
const remainingB =
b.installmentCount && b.currentInstallment
? b.installmentCount - b.currentInstallment
: 0;
return remainingA - remainingB;
}),
});
const mapTopExpense = (row: CurrentPeriodTransactionRow): TopExpense => ({
id: row.id,
name: row.name,
amount: Math.abs(toNumber(row.amount)),
purchaseDate: row.purchaseDate,
paymentMethod: row.paymentMethod,
logo: row.cardLogo ?? row.accountLogo ?? null,
});
const buildTopExpensesData = (
rows: CurrentPeriodTransactionRow[],
cardOnly: boolean,
): TopExpensesData => ({
expenses: rows
.filter(
(row) =>
row.transactionType === TRANSACTION_TYPE_EXPENSE &&
shouldIncludeWithoutAutoGenerated(row.note) &&
(!cardOnly || row.paymentMethod === PAYMENT_METHOD_CARD),
)
.sort((a, b) => toNumber(a.amount) - toNumber(b.amount))
.slice(0, 10)
.map(mapTopExpense),
});
const buildTopEstablishmentsData = (
rows: CurrentPeriodTransactionRow[],
): TopEstablishmentsData => {
const groups = new Map<
string,
{
amount: number;
occurrences: number;
logo: string | null;
}
>();
for (const row of rows) {
if (
row.transactionType !== TRANSACTION_TYPE_EXPENSE ||
!shouldIncludeWithoutAutoGenerated(row.note)
) {
continue;
}
const current = groups.get(row.name) ?? {
amount: 0,
occurrences: 0,
logo: row.cardLogo ?? row.accountLogo ?? null,
};
current.amount += toNumber(row.amount);
current.occurrences += 1;
current.logo = current.logo ?? row.cardLogo ?? row.accountLogo ?? null;
groups.set(row.name, current);
}
const topRows = Array.from(groups.entries())
.map(([name, value]) => ({
id: name,
name,
amount: Math.abs(value.amount),
occurrences: value.occurrences,
logo: value.logo,
}))
.sort((a, b) => {
if (a.occurrences !== b.occurrences) {
return b.occurrences - a.occurrences;
}
return b.amount - a.amount;
})
.slice(0, 10);
return {
establishments: topRows.filter((row) => shouldIncludeNamedItem(row.name)),
};
};
const buildPurchasesByCategoryData = (
rows: CurrentPeriodTransactionRow[],
): PurchasesByCategoryData => {
const categoriesMap = new Map<string, CategoryOption>();
const transactionsByCategory: Record<string, CategoryTransaction[]> = {};
for (const row of rows) {
if (
!row.categoryId ||
!row.categoryName ||
!row.categoryType ||
!["despesa", "receita"].includes(row.categoryType) ||
!shouldIncludeWithoutAutoGenerated(row.note) ||
!shouldIncludeNamedItem(row.name)
) {
continue;
}
if (!categoriesMap.has(row.categoryId)) {
categoriesMap.set(row.categoryId, {
id: row.categoryId,
name: row.categoryName,
type: row.categoryType,
});
}
const transactionList = transactionsByCategory[row.categoryId] ?? [];
if (transactionList.length < 10) {
transactionList.push({
id: row.id,
name: row.name,
amount: Math.abs(toNumber(row.amount)),
purchaseDate: row.purchaseDate,
logo: row.cardLogo ?? row.accountLogo ?? null,
});
transactionsByCategory[row.categoryId] = transactionList;
}
}
return {
categories: Array.from(categoriesMap.values()).sort((a, b) => {
if (a.type !== b.type) {
return a.type === "receita" ? -1 : 1;
}
return a.name.localeCompare(b.name, "pt-BR");
}),
transactionsByCategory,
};
};
export async function fetchDashboardCurrentPeriodOverview(
userId: string,
period: string,
): Promise<DashboardCurrentPeriodOverview> {
const adminPayerId = await getAdminPayerId(userId);
if (!adminPayerId) {
return emptyOverview();
}
const rows = (await db
.select({
id: transactions.id,
name: transactions.name,
amount: transactions.amount,
period: transactions.period,
purchaseDate: transactions.purchaseDate,
paymentMethod: transactions.paymentMethod,
condition: transactions.condition,
currentInstallment: transactions.currentInstallment,
installmentCount: transactions.installmentCount,
recurrenceCount: transactions.recurrenceCount,
dueDate: transactions.dueDate,
boletoPaymentDate: transactions.boletoPaymentDate,
isSettled: transactions.isSettled,
transactionType: transactions.transactionType,
note: transactions.note,
isAnticipated: transactions.isAnticipated,
categoryId: transactions.categoryId,
categoryName: categories.name,
categoryType: categories.type,
cardLogo: cards.logo,
accountLogo: financialAccounts.logo,
accountExcludeInitialBalanceFromIncome:
financialAccounts.excludeInitialBalanceFromIncome,
})
.from(transactions)
.leftJoin(cards, eq(transactions.cardId, cards.id))
.leftJoin(
financialAccounts,
eq(transactions.accountId, financialAccounts.id),
)
.leftJoin(categories, eq(transactions.categoryId, categories.id))
.where(
and(
eq(transactions.userId, userId),
eq(transactions.period, period),
eq(transactions.payerId, adminPayerId),
excludeTransactionsFromExcludedAccounts(),
),
)
.orderBy(
desc(transactions.purchaseDate),
desc(transactions.createdAt),
)) as CurrentPeriodTransactionRow[];
return {
billsSnapshot: buildBillsSnapshot(rows),
paymentStatusData: buildPaymentStatusData(rows),
paymentConditionsData: buildPaymentConditionsData(rows),
paymentMethodsData: buildPaymentMethodsData(rows),
recurringExpensesData: buildRecurringExpensesData(rows),
installmentExpensesData: buildInstallmentExpensesData(rows),
topEstablishmentsData: buildTopEstablishmentsData(rows),
topExpensesAll: buildTopExpensesData(rows, false),
topExpensesCardOnly: buildTopExpensesData(rows, true),
purchasesByCategoryData: buildPurchasesByCategoryData(rows),
};
}