feat: implementar sistema de preferências do usuário e refatorar changelog

Adiciona sistema completo de preferências de usuário: - Cria tabela userPreferences no schema com campos disableMagnetlines, periodMonthsBefore e periodMonthsAfter - Implementa página de Ajustes com abas (Preferências, Alterar nome, Senha, E-mail, Deletar conta) - Adiciona componente PreferencesForm para configuração de magnetlines e períodos de exibição - Propaga periodPreferences para todos os componentes de lançamentos e calendário Refatora sistema de changelog: - Remove implementação anterior baseada em JSON estático - Adiciona nova página de changelog dinâmica em app/(dashboard)/changelog - Adiciona componente changelog-list.tsx - Remove arquivos obsoletos (changelog-notification, actions, data, utils, scripts) Adiciona controle de saldo inicial em contas: - Novo campo excludeInitialBalanceFromIncome em contas - Permite excluir saldo inicial do cálculo de receitas - Atualiza queries de lançamentos para respeitar esta configuração Melhorias adicionais: - Adiciona componente ui/accordion.tsx do shadcn/ui - Refatora formatPeriodLabel para displayPeriod centralizado - Propaga estabelecimentos para componentes de lançamentos - Remove variável DB_PROVIDER obsoleta do .env.example e documentação - Adiciona 6 migrações de banco de dados (0003-0008)
2026-03-10 04:51:47 +00:00 · 2026-01-03 14:18:03 +00:00
parent 3eca48c71a
commit fd817683ca
87 changed files with 13582 additions and 1445 deletions
--- a/components/lancamentos/dialogs/anticipate-installments-dialog/anticipate-installments-dialog.tsx
+++ b/components/lancamentos/dialogs/anticipate-installments-dialog/anticipate-installments-dialog.tsx
@@ -35,6 +35,8 @@ import { Textarea } from "@/components/ui/textarea";
 import { useControlledState } from "@/hooks/use-controlled-state";
 import { useFormState } from "@/hooks/use-form-state";
 import type { EligibleInstallment } from "@/lib/installments/anticipation-types";
+import type { PeriodPreferences } from "@/lib/user-preferences/period";
+import { createMonthOptions } from "@/lib/utils/period";
 import { RiLoader4Line } from "@remixicon/react";
 import {
  useCallback,
@@ -53,6 +55,7 @@ interface AnticipateInstallmentsDialogProps {
  categorias: Array<{ id: string; name: string; icon: string | null }>;
  pagadores: Array<{ id: string; name: string }>;
  defaultPeriod: string;
+  periodPreferences: PeriodPreferences;
  open?: boolean;
  onOpenChange?: (open: boolean) => void;
 }
@@ -65,57 +68,6 @@ type AnticipationFormValues = {
  note: string;
 };

-type SelectOption = {
-  value: string;
-  label: string;
-};
-
-const monthFormatter = new Intl.DateTimeFormat("pt-BR", {
-  month: "long",
-  year: "numeric",
-});
-
-const formatPeriodLabel = (period: string) => {
-  const [year, month] = period.split("-").map(Number);
-  if (!year || !month) {
-    return period;
-  }
-  const date = new Date(year, month - 1, 1);
-  if (Number.isNaN(date.getTime())) {
-    return period;
-  }
-  const label = monthFormatter.format(date);
-  return label.charAt(0).toUpperCase() + label.slice(1);
-};
-
-const buildPeriodOptions = (currentValue?: string): SelectOption[] => {
-  const now = new Date();
-  const options: SelectOption[] = [];
-
-  // Adiciona opções de 3 meses no passado até 6 meses no futuro
-  for (let offset = -3; offset <= 6; offset += 1) {
-    const date = new Date(now.getFullYear(), now.getMonth() + offset, 1);
-    const value = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(
-      2,
-      "0"
-    )}`;
-    options.push({ value, label: formatPeriodLabel(value) });
-  }
-
-  // Adiciona o valor atual se não estiver na lista
-  if (
-    currentValue &&
-    !options.some((option) => option.value === currentValue)
-  ) {
-    options.push({
-      value: currentValue,
-      label: formatPeriodLabel(currentValue),
-    });
-  }
-
-  return options.sort((a, b) => a.value.localeCompare(b.value));
-};
-
 export function AnticipateInstallmentsDialog({
  trigger,
  seriesId,
@@ -123,6 +75,7 @@ export function AnticipateInstallmentsDialog({
  categorias,
  pagadores,
  defaultPeriod,
+  periodPreferences,
  open,
  onOpenChange,
 }: AnticipateInstallmentsDialogProps) {
@@ -152,8 +105,13 @@ export function AnticipateInstallmentsDialog({
    });

  const periodOptions = useMemo(
-    () => buildPeriodOptions(formState.anticipationPeriod),
-    [formState.anticipationPeriod]
+    () =>
+      createMonthOptions(
+        formState.anticipationPeriod,
+        periodPreferences.monthsBefore,
+        periodPreferences.monthsAfter
+      ),
+    [formState.anticipationPeriod, periodPreferences.monthsBefore, periodPreferences.monthsAfter]
  );

  // Buscar parcelas elegíveis ao abrir o dialog
--- a/components/lancamentos/dialogs/lancamento-details-dialog.tsx
+++ b/components/lancamentos/dialogs/lancamento-details-dialog.tsx
@@ -110,10 +110,14 @@ export function LancamentoDetailsDialog({
                  <span className="capitalize">
                    <Badge
                      variant={getTransactionBadgeVariant(
-                        lancamento.transactionType
+                        lancamento.categoriaName === "Saldo inicial"
+                          ? "Saldo inicial"
+                          : lancamento.transactionType
                      )}
                    >
-                      {lancamento.transactionType}
+                      {lancamento.categoriaName === "Saldo inicial"
+                        ? "Saldo Inicial"
+                        : lancamento.transactionType}
                    </Badge>
                  </span>
                </li>
--- a/components/lancamentos/dialogs/lancamento-dialog/lancamento-dialog-types.ts
+++ b/components/lancamentos/dialogs/lancamento-dialog/lancamento-dialog-types.ts
@@ -1,4 +1,5 @@
 import type { LancamentoFormState } from "@/lib/lancamentos/form-helpers";
+import type { PeriodPreferences } from "@/lib/user-preferences/period";
 import type { LancamentoItem, SelectOption } from "../../types";

 export type FormState = LancamentoFormState;
@@ -17,6 +18,7 @@ export interface LancamentoDialogProps {
  estabelecimentos: string[];
  lancamento?: LancamentoItem;
  defaultPeriod?: string;
+  periodPreferences: PeriodPreferences;
  defaultCartaoId?: string | null;
  defaultPaymentMethod?: string | null;
  defaultPurchaseDate?: string | null;
--- a/components/lancamentos/dialogs/lancamento-dialog/lancamento-dialog.tsx
+++ b/components/lancamentos/dialogs/lancamento-dialog/lancamento-dialog.tsx
@@ -58,6 +58,7 @@ export function LancamentoDialog({
  estabelecimentos,
  lancamento,
  defaultPeriod,
+  periodPreferences,
  defaultCartaoId,
  defaultPaymentMethod,
  defaultPurchaseDate,
@@ -125,8 +126,13 @@ export function LancamentoDialog({
  }, [categoriaOptions, formState.transactionType]);

  const monthOptions = useMemo(
-    () => createMonthOptions(formState.period),
-    [formState.period]
+    () =>
+      createMonthOptions(
+        formState.period,
+        periodPreferences.monthsBefore,
+        periodPreferences.monthsAfter
+      ),
+    [formState.period, periodPreferences.monthsBefore, periodPreferences.monthsAfter]
  );

  const handleFieldChange = useCallback(
--- a/components/lancamentos/dialogs/lancamento-dialog/payment-method-section.tsx
+++ b/components/lancamentos/dialogs/lancamento-dialog/payment-method-section.tsx
@@ -31,8 +31,18 @@ export function PaymentMethodSection({
    "Dinheiro",
    "Boleto",
    "Cartão de débito",
+    "Pré-Pago | VR/VA",
+    "Transferência bancária",
  ].includes(formState.paymentMethod);

+  // Filtrar contas apenas do tipo "Pré-Pago | VR/VA" quando forma de pagamento for "Pré-Pago | VR/VA"
+  const filteredContaOptions =
+    formState.paymentMethod === "Pré-Pago | VR/VA"
+      ? contaOptions.filter(
+          (option) => option.accountType === "Pré-Pago | VR/VA"
+        )
+      : contaOptions;
+
  return (
    <>
      {!isUpdateMode ? (
@@ -56,7 +66,9 @@ export function PaymentMethodSection({
              >
                <SelectValue placeholder="Selecione" className="w-full">
                  {formState.paymentMethod && (
-                    <PaymentMethodSelectContent label={formState.paymentMethod} />
+                    <PaymentMethodSelectContent
+                      label={formState.paymentMethod}
+                    />
                  )}
                </SelectValue>
              </SelectTrigger>
@@ -138,7 +150,7 @@ export function PaymentMethodSection({
                  <SelectValue placeholder="Selecione">
                    {formState.contaId &&
                      (() => {
-                        const selectedOption = contaOptions.find(
+                        const selectedOption = filteredContaOptions.find(
                          (opt) => opt.value === formState.contaId
                        );
                        return selectedOption ? (
@@ -152,14 +164,14 @@ export function PaymentMethodSection({
                  </SelectValue>
                </SelectTrigger>
                <SelectContent>
-                  {contaOptions.length === 0 ? (
+                  {filteredContaOptions.length === 0 ? (
                    <div className="px-2 py-6 text-center">
                      <p className="text-sm text-muted-foreground">
                        Nenhuma conta cadastrada
                      </p>
                    </div>
                  ) : (
-                    contaOptions.map((option) => (
+                    filteredContaOptions.map((option) => (
                      <SelectItem key={option.value} value={option.value}>
                        <ContaCartaoSelectContent
                          label={option.label}
@@ -246,7 +258,7 @@ export function PaymentMethodSection({
                  <SelectValue placeholder="Selecione">
                    {formState.contaId &&
                      (() => {
-                        const selectedOption = contaOptions.find(
+                        const selectedOption = filteredContaOptions.find(
                          (opt) => opt.value === formState.contaId
                        );
                        return selectedOption ? (
@@ -260,14 +272,14 @@ export function PaymentMethodSection({
                  </SelectValue>
                </SelectTrigger>
                <SelectContent>
-                  {contaOptions.length === 0 ? (
+                  {filteredContaOptions.length === 0 ? (
                    <div className="px-2 py-6 text-center">
                      <p className="text-sm text-muted-foreground">
                        Nenhuma conta cadastrada
                      </p>
                    </div>
                  ) : (
-                    contaOptions.map((option) => (
+                    filteredContaOptions.map((option) => (
                      <SelectItem key={option.value} value={option.value}>
                        <ContaCartaoSelectContent
                          label={option.label}
--- a/components/lancamentos/dialogs/mass-add-dialog.tsx
+++ b/components/lancamentos/dialogs/mass-add-dialog.tsx
@@ -27,6 +27,7 @@ import { groupAndSortCategorias } from "@/lib/lancamentos/categoria-helpers";
 import { LANCAMENTO_PAYMENT_METHODS } from "@/lib/lancamentos/constants";
 import { getTodayDateString } from "@/lib/utils/date";
 import { createMonthOptions } from "@/lib/utils/period";
+import type { PeriodPreferences } from "@/lib/user-preferences/period";
 import { RiAddLine, RiDeleteBinLine } from "@remixicon/react";
 import { useMemo, useState } from "react";
 import { toast } from "sonner";
@@ -51,6 +52,7 @@ interface MassAddDialogProps {
  categoriaOptions: SelectOption[];
  estabelecimentos: string[];
  selectedPeriod: string;
+  periodPreferences: PeriodPreferences;
  defaultPagadorId?: string | null;
 }

@@ -91,6 +93,7 @@ export function MassAddDialog({
  categoriaOptions,
  estabelecimentos,
  selectedPeriod,
+  periodPreferences,
  defaultPagadorId,
 }: MassAddDialogProps) {
  const [loading, setLoading] = useState(false);
@@ -119,8 +122,13 @@ export function MassAddDialog({

  // Period options
  const periodOptions = useMemo(
-    () => createMonthOptions(selectedPeriod, 3),
-    [selectedPeriod]
+    () =>
+      createMonthOptions(
+        selectedPeriod,
+        periodPreferences.monthsBefore,
+        periodPreferences.monthsAfter
+      ),
+    [selectedPeriod, periodPreferences.monthsBefore, periodPreferences.monthsAfter]
  );

  // Categorias agrupadas e filtradas por tipo de transação
--- a/components/lancamentos/page/lancamentos-page.tsx
+++ b/components/lancamentos/page/lancamentos-page.tsx
@@ -25,6 +25,7 @@ import type {
  LancamentoItem,
  SelectOption,
 } from "../types";
+import type { PeriodPreferences } from "@/lib/user-preferences/period";

 interface LancamentosPageProps {
  lancamentos: LancamentoItem[];
@@ -39,6 +40,7 @@ interface LancamentosPageProps {
  contaCartaoFilterOptions: ContaCartaoFilterOption[];
  selectedPeriod: string;
  estabelecimentos: string[];
+  periodPreferences: PeriodPreferences;
  allowCreate?: boolean;
  defaultCartaoId?: string | null;
  defaultPaymentMethod?: string | null;
@@ -59,6 +61,7 @@ export function LancamentosPage({
  contaCartaoFilterOptions,
  selectedPeriod,
  estabelecimentos,
+  periodPreferences,
  allowCreate = true,
  defaultCartaoId,
  defaultPaymentMethod,
@@ -114,7 +117,7 @@ export function LancamentosPage({
      return;
    }

-    const supportedMethods = ["Pix", "Boleto", "Dinheiro", "Cartão de débito"];
+    const supportedMethods = ["Pix", "Boleto", "Dinheiro", "Cartão de débito", "Pré-Pago | VR/VA", "Transferência bancária"];
    if (!supportedMethods.includes(item.paymentMethod)) {
      return;
    }
@@ -354,6 +357,7 @@ export function LancamentosPage({
          categoriaOptions={categoriaOptions}
          estabelecimentos={estabelecimentos}
          defaultPeriod={selectedPeriod}
+          periodPreferences={periodPreferences}
          defaultCartaoId={defaultCartaoId}
          defaultPaymentMethod={defaultPaymentMethod}
          lockCartaoSelection={lockCartaoSelection}
@@ -379,6 +383,7 @@ export function LancamentosPage({
        estabelecimentos={estabelecimentos}
        lancamento={lancamentoToCopy ?? undefined}
        defaultPeriod={selectedPeriod}
+        periodPreferences={periodPreferences}
      />

      <LancamentoDialog
@@ -394,6 +399,7 @@ export function LancamentosPage({
        estabelecimentos={estabelecimentos}
        lancamento={selectedLancamento ?? undefined}
        defaultPeriod={selectedPeriod}
+        periodPreferences={periodPreferences}
        onBulkEditRequest={handleBulkEditRequest}
      />

@@ -473,6 +479,7 @@ export function LancamentosPage({
          categoriaOptions={categoriaOptions}
          estabelecimentos={estabelecimentos}
          selectedPeriod={selectedPeriod}
+          periodPreferences={periodPreferences}
          defaultPagadorId={defaultPagadorId}
        />
      ) : null}
@@ -508,6 +515,7 @@ export function LancamentosPage({
            name: p.label,
          }))}
          defaultPeriod={selectedPeriod}
+          periodPreferences={periodPreferences}
        />
      )}

--- a/components/lancamentos/shared/anticipation-card.tsx
+++ b/components/lancamentos/shared/anticipation-card.tsx
@@ -13,6 +13,7 @@ import {
  CardTitle,
 } from "@/components/ui/card";
 import type { InstallmentAnticipationWithRelations } from "@/lib/installments/anticipation-types";
+import { displayPeriod } from "@/lib/utils/period";
 import { RiCalendarCheckLine, RiCloseLine, RiEyeLine } from "@remixicon/react";
 import { format } from "date-fns";
 import { ptBR } from "date-fns/locale";
@@ -26,24 +27,6 @@ interface AnticipationCardProps {
  onCanceled?: () => void;
 }

-const monthFormatter = new Intl.DateTimeFormat("pt-BR", {
-  month: "long",
-  year: "numeric",
-});
-
-const formatPeriodLabel = (period: string) => {
-  const [year, month] = period.split("-").map(Number);
-  if (!year || !month) {
-    return period;
-  }
-  const date = new Date(year, month - 1, 1);
-  if (Number.isNaN(date.getTime())) {
-    return period;
-  }
-  const label = monthFormatter.format(date);
-  return label.charAt(0).toUpperCase() + label.slice(1);
-};
-
 export function AnticipationCard({
  anticipation,
  onViewLancamento,
@@ -93,7 +76,7 @@ export function AnticipationCard({
          </CardDescription>
        </div>
        <Badge variant="secondary">
-          {formatPeriodLabel(anticipation.anticipationPeriod)}
+          {displayPeriod(anticipation.anticipationPeriod)}
        </Badge>
      </CardHeader>

--- a/components/lancamentos/table/lancamentos-table.tsx
+++ b/components/lancamentos/table/lancamentos-table.tsx
@@ -288,16 +288,20 @@ const buildColumns = ({
    {
      accessorKey: "transactionType",
      header: "Transação",
-      cell: ({ row }) => (
-        <TypeBadge
-          type={
-            row.original.transactionType as
-              | "Despesa"
-              | "Receita"
-              | "Transferência"
-          }
-        />
-      ),
+      cell: ({ row }) => {
+        const type =
+          row.original.categoriaName === "Saldo inicial"
+            ? "Saldo inicial"
+            : row.original.transactionType;
+
+        return (
+          <TypeBadge
+            type={
+              type as "Despesa" | "Receita" | "Transferência" | "Saldo inicial"
+            }
+          />
+        );
+      },
    },
    {
      accessorKey: "amount",
--- a/components/lancamentos/types.ts
+++ b/components/lancamentos/types.ts
@@ -43,6 +43,7 @@ export type SelectOption = {
  avatarUrl?: string | null;
  logo?: string | null;
  icon?: string | null;
+  accountType?: string | null;
 };

 export type LancamentoFilterOption = {