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)

lib/changelog/actions.ts

@@ -1,76 +0,0 @@
-"use server";
-
-import { userUpdateLog } from "@/db/schema";
-import { successResult, type ActionResult } from "@/lib/actions/types";
-import { getUser } from "@/lib/auth/server";
-import { db } from "@/lib/db";
-import { and, eq } from "drizzle-orm";
-import { handleActionError } from "../actions/helpers";
-
-export async function markUpdateAsRead(
-  updateId: string
-): Promise<ActionResult> {
-  try {
-    const user = await getUser();
-
-    // Check if already marked as read
-    const existing = await db
-      .select()
-      .from(userUpdateLog)
-      .where(
-        and(
-          eq(userUpdateLog.userId, user.id),
-          eq(userUpdateLog.updateId, updateId)
-        )
-      )
-      .limit(1);
-
-    if (existing.length > 0) {
-      return successResult("Já marcado como lido");
-    }
-
-    await db.insert(userUpdateLog).values({
-      userId: user.id,
-      updateId,
-    });
-
-    return successResult("Marcado como lido");
-  } catch (error) {
-    return handleActionError(error);
-  }
-}
-
-export async function markAllUpdatesAsRead(
-  updateIds: string[]
-): Promise<ActionResult> {
-  try {
-    const user = await getUser();
-
-    // Get existing read updates
-    const existing = await db
-      .select()
-      .from(userUpdateLog)
-      .where(eq(userUpdateLog.userId, user.id));
-
-    const existingIds = new Set(existing.map((log) => log.updateId));
-
-    // Filter out already read updates
-    const newUpdateIds = updateIds.filter((id) => !existingIds.has(id));
-
-    if (newUpdateIds.length === 0) {
-      return successResult("Todos já marcados como lidos");
-    }
-
-    // Insert new read logs
-    await db.insert(userUpdateLog).values(
-      newUpdateIds.map((updateId) => ({
-        userId: user.id,
-        updateId,
-      }))
-    );
-
-    return successResult("Todas as atualizações marcadas como lidas");
-  } catch (error) {
-    return handleActionError(error);
-  }
-}

lib/changelog/data.ts

@@ -1,75 +0,0 @@
-import { db } from "@/lib/db";
-import { userUpdateLog } from "@/db/schema";
-import { eq } from "drizzle-orm";
-import fs from "fs";
-import path from "path";
-
-export interface ChangelogEntry {
-  id: string;
-  type: string;
-  title: string;
-  date: string;
-  icon: string;
-  category: string;
-}
-
-export interface Changelog {
-  version: string;
-  generatedAt: string;
-  entries: ChangelogEntry[];
-}
-
-export function getChangelog(): Changelog {
-  try {
-    const changelogPath = path.join(process.cwd(), "public", "changelog.json");
-
-    if (!fs.existsSync(changelogPath)) {
-      return {
-        version: "1.0.0",
-        generatedAt: new Date().toISOString(),
-        entries: [],
-      };
-    }
-
-    const content = fs.readFileSync(changelogPath, "utf-8");
-    return JSON.parse(content);
-  } catch (error) {
-    console.error("Error reading changelog:", error);
-    return {
-      version: "1.0.0",
-      generatedAt: new Date().toISOString(),
-      entries: [],
-    };
-  }
-}
-
-export async function getUnreadUpdates(userId: string) {
-  const changelog = getChangelog();
-
-  if (changelog.entries.length === 0) {
-    return {
-      unreadCount: 0,
-      unreadEntries: [],
-      allEntries: [],
-    };
-  }
-
-  // Get read updates from database
-  const readLogs = await db
-    .select()
-    .from(userUpdateLog)
-    .where(eq(userUpdateLog.userId, userId));
-
-  const readUpdateIds = new Set(readLogs.map((log) => log.updateId));
-
-  // Filter unread entries
-  const unreadEntries = changelog.entries.filter(
-    (entry) => !readUpdateIds.has(entry.id)
-  );
-
-  return {
-    unreadCount: unreadEntries.length,
-    unreadEntries,
-    allEntries: changelog.entries,
-  };
-}

lib/changelog/utils.ts

@@ -1,43 +0,0 @@
-import type { ChangelogEntry } from "./data";
-
-/**
- * Converte uma string de data para um formato compatível com Safari.
- * Safari não aceita "YYYY-MM-DD HH:mm:ss ±HHMM", requer "YYYY-MM-DDTHH:mm:ss±HHMM"
- *
- * @param dateString - String de data no formato "YYYY-MM-DD HH:mm:ss ±HHMM"
- * @returns Date object válido
- */
-export function parseSafariCompatibleDate(dateString: string): Date {
-  // Substitui o espaço entre data e hora por "T" (formato ISO 8601)
-  // Exemplo: "2025-12-09 17:26:08 +0000" → "2025-12-09T17:26:08+0000"
-  const isoString = dateString.replace(/(\d{4}-\d{2}-\d{2})\s+(\d{2}:\d{2}:\d{2})\s+/, "$1T$2");
-  return new Date(isoString);
-}
-
-export function getCategoryLabel(category: string): string {
-  const labels: Record<string, string> = {
-    feature: "Novidades",
-    bugfix: "Correções",
-    performance: "Performance",
-    documentation: "Documentação",
-    style: "Interface",
-    refactor: "Melhorias",
-    test: "Testes",
-    chore: "Manutenção",
-    other: "Outros",
-  };
-  return labels[category] || "Outros";
-}
-
-export function groupEntriesByCategory(entries: ChangelogEntry[]) {
-  return entries.reduce(
-    (acc, entry) => {
-      if (!acc[entry.category]) {
-        acc[entry.category] = [];
-      }
-      acc[entry.category].push(entry);
-      return acc;
-    },
-    {} as Record<string, ChangelogEntry[]>
-  );
-}

lib/dashboard/categories/category-details.ts

@@ -1,12 +1,12 @@
-import { categorias, lancamentos, pagadores } from "@/db/schema";
-import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/lib/accounts/constants";
+import { categorias, lancamentos, pagadores, contas } from "@/db/schema";
+import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX, INITIAL_BALANCE_NOTE } from "@/lib/accounts/constants";
 import type { CategoryType } from "@/lib/categorias/constants";
 import { toNumber } from "@/lib/dashboard/common";
 import { db } from "@/lib/db";
 import { mapLancamentosData } from "@/lib/lancamentos/page-helpers";
 import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
 import { getPreviousPeriod } from "@/lib/utils/period";
-import { and, desc, eq, isNull, or, sql } from "drizzle-orm";
+import { and, desc, eq, isNull, or, sql, ne } from "drizzle-orm";
 
 type MappedLancamentos = ReturnType<typeof mapLancamentosData>;
 
@@ -81,7 +81,17 @@ export async function fetchCategoryDetails(
   });
 
   const filteredRows = currentRows.filter(
-    (row) => row.pagador?.role === PAGADOR_ROLE_ADMIN
+    (row) => {
+      // Filtrar apenas pagadores admin
+      if (row.pagador?.role !== PAGADOR_ROLE_ADMIN) return false;
+
+      // Excluir saldos iniciais se a conta tiver o flag ativo
+      if (row.note === INITIAL_BALANCE_NOTE && row.conta?.excludeInitialBalanceFromIncome) {
+        return false;
+      }
+
+      return true;
+    }
   );
 
   const transactions = mapLancamentosData(filteredRows);
@@ -97,6 +107,7 @@ export async function fetchCategoryDetails(
     })
     .from(lancamentos)
     .innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
+    .leftJoin(contas, eq(lancamentos.contaId, contas.id))
     .where(
       and(
         eq(lancamentos.userId, userId),
@@ -104,7 +115,13 @@ export async function fetchCategoryDetails(
         eq(lancamentos.transactionType, transactionType),
         eq(pagadores.role, PAGADOR_ROLE_ADMIN),
         sanitizedNote,
-        eq(lancamentos.period, previousPeriod)
+        eq(lancamentos.period, previousPeriod),
+        // Excluir saldos iniciais se a conta tiver o flag ativo
+        or(
+          ne(lancamentos.note, INITIAL_BALANCE_NOTE),
+          isNull(contas.excludeInitialBalanceFromIncome),
+          eq(contas.excludeInitialBalanceFromIncome, false)
+        )
       )
     );
 

lib/dashboard/categories/category-history.ts

@@ -65,14 +65,15 @@ export async function fetchCategoryHistory(
   userId: string,
   currentPeriod: string
 ): Promise<CategoryHistoryData> {
-  // Generate last 6 months including current
+  // Generate last 8 months, current month, and next month (10 total)
   const periods: string[] = [];
   const monthLabels: string[] = [];
 
   const [year, month] = currentPeriod.split("-").map(Number);
   const currentDate = new Date(year, month - 1, 1);
 
-  for (let i = 8; i >= 0; i--) {
+  // Generate months from -8 to +1 (relative to current)
+  for (let i = 8; i >= -1; i--) {
     const date = addMonths(currentDate, -i);
     const period = format(date, "yyyy-MM");
     const label = format(date, "MMM", { locale: ptBR }).toUpperCase();

lib/dashboard/categories/income-by-category.ts

@@ -1,11 +1,11 @@
-import { categorias, lancamentos, orcamentos, pagadores } from "@/db/schema";
-import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/lib/accounts/constants";
+import { categorias, lancamentos, orcamentos, pagadores, contas } from "@/db/schema";
+import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX, INITIAL_BALANCE_NOTE } from "@/lib/accounts/constants";
 import { db } from "@/lib/db";
 import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
 import { getPreviousPeriod } from "@/lib/utils/period";
 import { calculatePercentageChange } from "@/lib/utils/math";
 import { safeToNumber } from "@/lib/utils/number";
-import { and, eq, isNull, or, sql } from "drizzle-orm";
+import { and, eq, isNull, or, sql, ne } from "drizzle-orm";
 
 export type CategoryIncomeItem = {
   categoryId: string;
@@ -43,6 +43,7 @@ export async function fetchIncomeByCategory(
     .from(lancamentos)
     .innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
     .innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
+    .leftJoin(contas, eq(lancamentos.contaId, contas.id))
     .leftJoin(
       orcamentos,
       and(
@@ -61,6 +62,12 @@ export async function fetchIncomeByCategory(
         or(
           isNull(lancamentos.note),
           sql`${lancamentos.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`
+        ),
+        // Excluir saldos iniciais se a conta tiver o flag ativo
+        or(
+          ne(lancamentos.note, INITIAL_BALANCE_NOTE),
+          isNull(contas.excludeInitialBalanceFromIncome),
+          eq(contas.excludeInitialBalanceFromIncome, false)
         )
       )
     )
@@ -75,6 +82,7 @@ export async function fetchIncomeByCategory(
     .from(lancamentos)
     .innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
     .innerJoin(categorias, eq(lancamentos.categoriaId, categorias.id))
+    .leftJoin(contas, eq(lancamentos.contaId, contas.id))
     .where(
       and(
         eq(lancamentos.userId, userId),
@@ -85,6 +93,12 @@ export async function fetchIncomeByCategory(
         or(
           isNull(lancamentos.note),
           sql`${lancamentos.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`
+        ),
+        // Excluir saldos iniciais se a conta tiver o flag ativo
+        or(
+          ne(lancamentos.note, INITIAL_BALANCE_NOTE),
+          isNull(contas.excludeInitialBalanceFromIncome),
+          eq(contas.excludeInitialBalanceFromIncome, false)
         )
       )
     )

lib/dashboard/income-expense-balance.ts

@@ -1,8 +1,8 @@
-import { lancamentos, pagadores } from "@/db/schema";
-import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/lib/accounts/constants";
+import { lancamentos, pagadores, contas } from "@/db/schema";
+import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX, INITIAL_BALANCE_NOTE } from "@/lib/accounts/constants";
 import { db } from "@/lib/db";
 import { toNumber } from "@/lib/dashboard/common";
-import { and, eq, sql } from "drizzle-orm";
+import { and, eq, sql, or, isNull, ne } from "drizzle-orm";
 
 export type MonthData = {
   month: string;
@@ -79,6 +79,7 @@ export async function fetchIncomeExpenseBalance(
         })
         .from(lancamentos)
         .innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
+        .leftJoin(contas, eq(lancamentos.contaId, contas.id))
         .where(
           and(
             eq(lancamentos.userId, userId),
@@ -87,7 +88,13 @@ export async function fetchIncomeExpenseBalance(
             eq(pagadores.role, "admin"),
             sql`(${lancamentos.note} IS NULL OR ${
               lancamentos.note
-            } NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`})`
+            } NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`})`,
+            // Excluir saldos iniciais se a conta tiver o flag ativo
+            or(
+              ne(lancamentos.note, INITIAL_BALANCE_NOTE),
+              isNull(contas.excludeInitialBalanceFromIncome),
+              eq(contas.excludeInitialBalanceFromIncome, false)
+            )
           )
         );
 

lib/dashboard/metrics.ts

@@ -1,5 +1,5 @@
-import { lancamentos, pagadores } from "@/db/schema";
-import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/lib/accounts/constants";
+import { lancamentos, pagadores, contas } from "@/db/schema";
+import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX, INITIAL_BALANCE_NOTE } from "@/lib/accounts/constants";
 import { db } from "@/lib/db";
 import { PAGADOR_ROLE_ADMIN } from "@/lib/pagadores/constants";
 import {
@@ -74,6 +74,7 @@ export async function fetchDashboardCardMetrics(
     })
     .from(lancamentos)
     .innerJoin(pagadores, eq(lancamentos.pagadorId, pagadores.id))
+    .leftJoin(contas, eq(lancamentos.contaId, contas.id))
     .where(
       and(
         eq(lancamentos.userId, userId),
@@ -88,6 +89,12 @@ export async function fetchDashboardCardMetrics(
               `${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`
             )
           )
+        ),
+        // Excluir saldos iniciais se a conta tiver o flag ativo
+        or(
+          ne(lancamentos.note, INITIAL_BALANCE_NOTE),
+          isNull(contas.excludeInitialBalanceFromIncome),
+          eq(contas.excludeInitialBalanceFromIncome, false)
         )
       )
     )

lib/lancamentos/constants.ts

@@ -12,4 +12,6 @@ export const LANCAMENTO_PAYMENT_METHODS = [
   "Pix",
   "Dinheiro",
   "Boleto",
+  "Pré-Pago | VR/VA",
+  "Transferência bancária",
 ] as const;

lib/lancamentos/form-helpers.ts

@@ -110,7 +110,7 @@ export function buildLancamentoInitialState(
     isSettled:
       paymentMethod === "Cartão de crédito"
         ? null
-        : lancamento?.isSettled ?? false,
+        : lancamento?.isSettled ?? true,
   };
 }
 
@@ -150,7 +150,7 @@ export function applyFieldDependencies(
       updates.isSettled = null;
     } else {
       updates.cartaoId = undefined;
-      updates.isSettled = currentState.isSettled ?? false;
+      updates.isSettled = currentState.isSettled ?? true;
     }
 
     // Clear boleto-specific fields if not boleto

lib/lancamentos/formatting-helpers.ts

@@ -80,7 +80,10 @@ export function formatCondition(value?: string | null): string {
  */
 export function getTransactionBadgeVariant(type?: string | null): "default" | "destructive" | "secondary" {
   if (!type) return "secondary";
-  return type.toLowerCase() === "receita" ? "default" : "destructive";
+  const normalized = type.toLowerCase();
+  return normalized === "receita" || normalized === "saldo inicial"
+    ? "default"
+    : "destructive";
 }
 
 /**

lib/lancamentos/page-helpers.ts

@@ -55,6 +55,7 @@ type CategoriaSluggedOption = BaseSluggedOption & {
 type ContaSluggedOption = BaseSluggedOption & {
   kind: "conta";
   logo: string | null;
+  accountType: string | null;
 };
 
 type CartaoSluggedOption = BaseSluggedOption & {
@@ -154,7 +155,8 @@ export const toOption = (
   slug?: string | null,
   avatarUrl?: string | null,
   logo?: string | null,
-  icon?: string | null
+  icon?: string | null,
+  accountType?: string | null
 ): SelectOption => ({
   value,
   label: normalizeLabel(label),
@@ -164,6 +166,7 @@ export const toOption = (
   avatarUrl: avatarUrl ?? null,
   logo: logo ?? null,
   icon: icon ?? null,
+  accountType: accountType ?? null,
 });
 
 export const fetchLancamentoFilterSources = async (userId: string) => {
@@ -234,6 +237,7 @@ export const buildSluggedFilters = ({
       slug: contaCartaoSlugger(label),
       kind: "conta" as const,
       logo: conta.logo ?? null,
+      accountType: conta.accountType ?? null,
     };
   });
 
@@ -468,8 +472,8 @@ export const buildOptionSets = ({
     : contaFiltersRaw;
 
   const contaOptions = sortByLabel(
-    contaOptionsSource.map(({ id, label, slug, logo }) =>
-      toOption(id, label, undefined, undefined, slug, undefined, logo)
+    contaOptionsSource.map(({ id, label, slug, logo, accountType }) =>
+      toOption(id, label, undefined, undefined, slug, undefined, logo, undefined, accountType)
     )
   );
 

lib/user-preferences/period.ts

@@ -0,0 +1,32 @@
+import { db, schema } from "@/lib/db";
+import { eq } from "drizzle-orm";
+
+export type PeriodPreferences = {
+  monthsBefore: number;
+  monthsAfter: number;
+};
+
+/**
+ * Fetches period preferences for a user
+ * @param userId - User ID
+ * @returns Period preferences with defaults if not found
+ */
+export async function fetchUserPeriodPreferences(
+  userId: string
+): Promise<PeriodPreferences> {
+  const result = await db
+    .select({
+      periodMonthsBefore: schema.userPreferences.periodMonthsBefore,
+      periodMonthsAfter: schema.userPreferences.periodMonthsAfter,
+    })
+    .from(schema.userPreferences)
+    .where(eq(schema.userPreferences.userId, userId))
+    .limit(1);
+
+  const preferences = result[0];
+
+  return {
+    monthsBefore: preferences?.periodMonthsBefore ?? 3,
+    monthsAfter: preferences?.periodMonthsAfter ?? 3,
+  };
+}

lib/utils/icons.tsx

@@ -55,6 +55,8 @@ export const getPaymentMethodIcon = (paymentMethod: string): ReactNode => {
       <RemixIcons.RiBankCardLine className={ICON_CLASS} aria-hidden />
     ),
     debito: <RemixIcons.RiBankCardLine className={ICON_CLASS} aria-hidden />,
+    prepagovrva: <RemixIcons.RiCouponLine className={ICON_CLASS} aria-hidden />,
+    transferenciabancaria: <RemixIcons.RiExchangeLine className={ICON_CLASS} aria-hidden />,
   };
 
   return registry[key] ?? null;

lib/utils/period/index.ts

@@ -367,17 +367,24 @@ export type SelectOption = {
 /**
  * Creates month options for a select dropdown, centered around current month
  * @param currentValue - Current period value to ensure it's included in options
- * @param offsetRange - Number of months before/after current month (default: 3)
+ * @param monthsBefore - Number of months before current month (default: 3)
+ * @param monthsAfter - Number of months after current month (default: same as monthsBefore)
  * @returns Array of select options with formatted labels
+ * @example
+ * createMonthOptions() // -3 to +3
+ * createMonthOptions(undefined, 3) // -3 to +3
+ * createMonthOptions(undefined, 3, 6) // -3 to +6
  */
 export function createMonthOptions(
   currentValue?: string,
-  offsetRange: number = 3
+  monthsBefore: number = 3,
+  monthsAfter?: number
 ): SelectOption[] {
   const now = new Date();
   const options: SelectOption[] = [];
+  const after = monthsAfter ?? monthsBefore; // If not specified, use same as before
 
-  for (let offset = -offsetRange; offset <= offsetRange; offset += 1) {
+  for (let offset = -monthsBefore; offset <= after; offset += 1) {
     const date = new Date(now.getFullYear(), now.getMonth() + offset, 1);
     const value = formatPeriod(date.getFullYear(), date.getMonth() + 1);
     options.push({ value, label: displayPeriod(value) });