feat(contas): adiciona rendimento pelo extrato

This commit is contained in:
Felipe Coutinho
2026-05-28 10:58:59 -03:00
parent 5319d8a5a6
commit ef2c8c50e8
5 changed files with 315 additions and 17 deletions

View File

@@ -3,6 +3,7 @@ import { notFound } from "next/navigation";
import { connection } from "next/server";
import { AccountDialog } from "@/features/accounts/components/account-dialog";
import { AccountStatementCard } from "@/features/accounts/components/account-statement-card";
import { AddYieldDialog } from "@/features/accounts/components/add-yield-dialog";
import { AdjustBalanceDialog } from "@/features/accounts/components/adjust-balance-dialog";
import type { Account } from "@/features/accounts/components/types";
import {
@@ -31,6 +32,7 @@ import MonthNavigation from "@/shared/components/month-picker/month-navigation";
import { Button } from "@/shared/components/ui/button";
import { getUserId } from "@/shared/lib/auth/server";
import { loadLogoOptions } from "@/shared/lib/logo/options";
import { getBusinessDateString } from "@/shared/utils/date";
import { parsePeriodParam } from "@/shared/utils/period";
type PageSearchParams = Promise<ResolvedSearchParams>;
@@ -52,6 +54,17 @@ const resolveDefaultPaymentMethod = (
return "Pix";
};
const resolveDefaultYieldDate = (period: string) => {
const today = getBusinessDateString();
if (today.startsWith(period)) return today;
const [year, month] = period.split("-").map((part) => Number(part));
if (!year || !month) return today;
const lastDay = new Date(year, month, 0).getDate();
return `${period}-${String(lastDay).padStart(2, "0")}`;
};
export default async function Page({ params, searchParams }: PageProps) {
await connection();
const { accountId } = await params;
@@ -109,6 +122,7 @@ export default async function Page({ params, searchParams }: PageProps) {
accountSummary;
const periodLabel = `${capitalize(monthName)} de ${year}`;
const defaultYieldDate = resolveDefaultYieldDate(selectedPeriod);
const accountDialogData: Account = {
id: account.id,
@@ -152,11 +166,17 @@ export default async function Page({ params, searchParams }: PageProps) {
totalExpenses={totalExpenses}
logo={account.logo}
balanceAdjustment={
<AdjustBalanceDialog
accountId={account.id}
period={selectedPeriod}
currentBalance={currentBalance}
/>
<>
<AddYieldDialog
accountId={account.id}
defaultDate={defaultYieldDate}
/>
<AdjustBalanceDialog
accountId={account.id}
period={selectedPeriod}
currentBalance={currentBalance}
/>
</>
}
actions={
<AccountDialog

View File

@@ -32,9 +32,20 @@ import {
formatCurrency,
formatDecimalForDbRequired,
} from "@/shared/utils/currency";
import { getBusinessTodayDate, getTodayInfo } from "@/shared/utils/date";
import {
getBusinessTodayDate,
getTodayInfo,
parseLocalDateString,
} from "@/shared/utils/date";
import { derivePeriodFromDate } from "@/shared/utils/period";
import { normalizeFilePath } from "@/shared/utils/string";
const ACCOUNT_YIELD_CATEGORY_NAME = "Rendimentos";
const ACCOUNT_YIELD_CATEGORY_ICON = "RiFundsLine";
const ACCOUNT_YIELD_TRANSACTION_NAME = "Rendimento";
const ACCOUNT_YIELD_CONDITION = INITIAL_BALANCE_CONDITION;
const ACCOUNT_YIELD_PAYMENT_METHOD = "Transferência bancária" as const;
const accountBaseSchema = z.object({
name: z
.string({ message: "Informe o nome da conta." })
@@ -408,6 +419,107 @@ const adjustAccountBalanceSchema = z.object({
type AdjustAccountBalanceInput = z.infer<typeof adjustAccountBalanceSchema>;
const addAccountYieldSchema = z.object({
accountId: uuidSchema("FinancialAccount"),
amount: z
.number({ message: "Valor inválido." })
.positive("Informe um valor maior que zero."),
date: z
.string({ message: "Data inválida." })
.trim()
.regex(/^\d{4}-\d{2}-\d{2}$/u, "Data inválida."),
});
type AddAccountYieldInput = z.infer<typeof addAccountYieldSchema>;
export async function addAccountYieldAction(
input: AddAccountYieldInput,
): Promise<ActionResult> {
try {
const user = await getUser();
const data = addAccountYieldSchema.parse(input);
const adminPayerId = await getAdminPayerId(user.id);
if (!adminPayerId) {
throw new Error(
"Pessoa com papel administrador não encontrada. Crie uma pessoa admin antes de adicionar rendimentos.",
);
}
const purchaseDate = parseLocalDateString(data.date);
if (Number.isNaN(purchaseDate.getTime())) {
throw new Error("Data inválida.");
}
await db.transaction(async (tx: typeof db) => {
const account = await tx.query.financialAccounts.findFirst({
columns: { id: true },
where: and(
eq(financialAccounts.id, data.accountId),
eq(financialAccounts.userId, user.id),
),
});
if (!account) {
throw new Error("Conta não encontrada.");
}
const existingCategory = await tx.query.categories.findFirst({
columns: { id: true },
where: and(
eq(categories.userId, user.id),
eq(categories.type, "receita"),
eq(categories.name, ACCOUNT_YIELD_CATEGORY_NAME),
),
});
const category =
existingCategory ??
(
await tx
.insert(categories)
.values({
name: ACCOUNT_YIELD_CATEGORY_NAME,
type: "receita",
icon: ACCOUNT_YIELD_CATEGORY_ICON,
userId: user.id,
})
.returning({ id: categories.id })
)[0];
if (!category) {
throw new Error(
"Não foi possível preparar a categoria de rendimentos.",
);
}
await tx.insert(transactions).values({
condition: ACCOUNT_YIELD_CONDITION,
name: ACCOUNT_YIELD_TRANSACTION_NAME,
paymentMethod: ACCOUNT_YIELD_PAYMENT_METHOD,
note: null,
amount: formatDecimalForDbRequired(data.amount),
purchaseDate,
transactionType: "Receita" as const,
period: derivePeriodFromDate(data.date),
isSettled: true,
userId: user.id,
accountId: data.accountId,
cardId: null,
categoryId: category.id,
payerId: adminPayerId,
});
});
revalidateForEntity("accounts", user.id);
revalidateForEntity("transactions", user.id);
return { success: true, message: "Rendimento adicionado com sucesso." };
} catch (error) {
return handleActionError(error);
}
}
export async function adjustAccountBalanceAction(
input: AdjustAccountBalanceInput,
): Promise<ActionResult> {

View File

@@ -0,0 +1,155 @@
"use client";
import { RiCalculatorLine, RiFundsLine } from "@remixicon/react";
import { useRouter } from "next/navigation";
import { useEffect, useState, useTransition } from "react";
import { toast } from "sonner";
import { addAccountYieldAction } from "@/features/accounts/actions";
import { CalculatorDialogButton } from "@/shared/components/calculator/calculator-dialog";
import { Button } from "@/shared/components/ui/button";
import { CurrencyInput } from "@/shared/components/ui/currency-input";
import { DatePicker } from "@/shared/components/ui/date-picker";
import {
Dialog,
DialogContent,
DialogDescription,
DialogFooter,
DialogHeader,
DialogTitle,
DialogTrigger,
} from "@/shared/components/ui/dialog";
import { Label } from "@/shared/components/ui/label";
import {
Tooltip,
TooltipContent,
TooltipTrigger,
} from "@/shared/components/ui/tooltip";
type AddYieldDialogProps = {
accountId: string;
defaultDate: string;
};
export function AddYieldDialog({
accountId,
defaultDate,
}: AddYieldDialogProps) {
const router = useRouter();
const [open, setOpen] = useState(false);
const [isPending, startTransition] = useTransition();
const [amount, setAmount] = useState("");
const [date, setDate] = useState(defaultDate);
useEffect(() => {
if (open) {
setAmount("");
setDate(defaultDate);
}
}, [open, defaultDate]);
const handleSave = () => {
const numericAmount = Number(amount);
if (!Number.isFinite(numericAmount) || numericAmount <= 0) {
toast.error("Informe um valor maior que zero.");
return;
}
if (!date) {
toast.error("Informe a data do rendimento.");
return;
}
startTransition(async () => {
const result = await addAccountYieldAction({
accountId,
amount: numericAmount,
date,
});
if (result.success) {
toast.success(result.message);
setOpen(false);
router.refresh();
return;
}
toast.error(result.error);
});
};
return (
<Dialog open={open} onOpenChange={setOpen}>
<Tooltip>
<TooltipTrigger asChild>
<DialogTrigger asChild>
<Button
type="button"
variant="ghost"
size="icon-sm"
className="text-primary hover:text-primary"
aria-label="Adicionar rendimento"
>
<RiFundsLine className="size-4" />
</Button>
</DialogTrigger>
</TooltipTrigger>
<TooltipContent>Adicionar rendimento</TooltipContent>
</Tooltip>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle>Adicionar rendimento</DialogTitle>
<DialogDescription>
Registre um rendimento como receita paga nesta conta.
</DialogDescription>
</DialogHeader>
<div className="space-y-4">
<div className="space-y-2">
<Label htmlFor="yield-amount">Valor</Label>
<div className="relative">
<CurrencyInput
id="yield-amount"
value={amount}
onValueChange={setAmount}
autoFocus
className="pr-10"
placeholder="R$ 0,00"
/>
<CalculatorDialogButton
variant="ghost"
size="icon-sm"
className="absolute right-1 top-1/2 h-7 w-7 -translate-y-1/2"
onSelectValue={setAmount}
>
<RiCalculatorLine className="h-4 w-4 text-muted-foreground" />
</CalculatorDialogButton>
</div>
</div>
<div className="space-y-2">
<Label htmlFor="yield-date">Data</Label>
<DatePicker
id="yield-date"
value={date}
onChange={setDate}
placeholder="Data"
required
/>
</div>
</div>
<DialogFooter>
<Button
type="button"
variant="outline"
onClick={() => setOpen(false)}
disabled={isPending}
>
Cancelar
</Button>
<Button type="button" onClick={handleSave} disabled={isPending}>
{isPending ? "Salvando..." : "Adicionar"}
</Button>
</DialogFooter>
</DialogContent>
</Dialog>
);
}

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@@ -17,6 +17,11 @@ import {
DialogTrigger,
} from "@/shared/components/ui/dialog";
import { Label } from "@/shared/components/ui/label";
import {
Tooltip,
TooltipContent,
TooltipTrigger,
} from "@/shared/components/ui/tooltip";
import { formatCurrency } from "@/shared/utils/currency";
type AdjustBalanceDialogProps = {
@@ -79,17 +84,22 @@ export function AdjustBalanceDialog({
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>
<Tooltip>
<TooltipTrigger asChild>
<DialogTrigger asChild>
<Button
type="button"
variant="ghost"
size="icon-sm"
className="text-primary hover:text-primary"
aria-label="Ajustar saldo"
>
<RiEqualizerLine className="size-4" />
</Button>
</DialogTrigger>
</TooltipTrigger>
<TooltipContent>Ajustar saldo</TooltipContent>
</Tooltip>
<DialogContent className="sm:max-w-md">
<DialogHeader>
<DialogTitle>Ajustar saldo</DialogTitle>

View File

@@ -34,6 +34,7 @@ export const DEFAULT_CATEGORIES: DefaultCategory[] = [
// Receitas
{ name: "Salário", type: "receita", icon: "RiWallet3Line" },
{ name: "Freelance", type: "receita", icon: "RiUserStarLine" },
{ name: "Rendimentos", type: "receita", icon: "RiFundsLine" },
{ name: "Investimentos", type: "receita", icon: "RiStockLine" },
{ name: "Vendas", type: "receita", icon: "RiShoppingCartLine" },
{ name: "Prêmios", type: "receita", icon: "RiMedalLine" },