chore: preparar versão 2.7.13

.github/workflows/ci.yml

@@ -0,0 +1,57 @@
+name: CI
+
+on:
+  push:
+    branches:
+      - main
+  pull_request:
+    branches:
+      - main
+  workflow_dispatch:
+
+concurrency:
+  group: ci-${{ github.workflow }}-${{ github.ref }}
+  cancel-in-progress: true
+
+permissions:
+  contents: read
+
+jobs:
+  quality:
+    runs-on: ubuntu-latest
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v5
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v5
+        with:
+          node-version: 22
+          cache: pnpm
+
+      - name: Cache Next.js build
+        uses: actions/cache@v4
+        with:
+          path: ${{ github.workspace }}/.next/cache
+          key: ${{ runner.os }}-nextjs-${{ hashFiles('pnpm-lock.yaml') }}-${{ hashFiles('src/**/*.ts', 'src/**/*.tsx', 'src/**/*.css', 'next.config.ts') }}
+          restore-keys: |
+            ${{ runner.os }}-nextjs-${{ hashFiles('pnpm-lock.yaml') }}-
+
+      - name: Install dependencies
+        run: pnpm install --frozen-lockfile
+
+      - name: Generate Next.js types
+        run: pnpm exec next typegen
+
+      - name: Typecheck
+        run: pnpm exec tsc --noEmit
+
+      - name: Lint
+        run: pnpm run lint
+
+      - name: Build application
+        run: pnpm run build

.github/workflows/docker-publish.yml

@@ -1,87 +0,0 @@
-name: Build and Push to Docker Hub
-
-on:
-  push:
-    branches:
-      - main
-    tags:
-      - 'v*.*.*'
-  pull_request:
-    branches:
-      - main
-  workflow_dispatch:
-
-env:
-  DOCKER_IMAGE_NAME: openmonetis
-
-jobs:
-  quality:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout repository
-        uses: actions/checkout@v5
-
-      - name: Setup pnpm
-        uses: pnpm/action-setup@v4
-
-      - name: Setup Node.js
-        uses: actions/setup-node@v5
-        with:
-          node-version: 22
-          cache: 'pnpm'
-
-      - name: Install dependencies
-        run: pnpm install --frozen-lockfile
-
-      - name: Lint
-        run: pnpm run lint
-
-  build-and-push:
-    runs-on: ubuntu-latest
-    needs: quality
-    permissions:
-      contents: read
-      packages: write
-
-    steps:
-      - name: Checkout repository
-        uses: actions/checkout@v5
-
-      - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v3
-
-      - name: Log in to Docker Hub
-        if: github.event_name != 'pull_request'
-        uses: docker/login-action@v3
-        with:
-          username: ${{ secrets.DOCKER_USERNAME }}
-          password: ${{ secrets.DOCKER_PASSWORD }}
-
-      - name: Extract metadata (tags, labels)
-        id: meta
-        uses: docker/metadata-action@v5
-        with:
-          images: ${{ secrets.DOCKER_USERNAME }}/${{ env.DOCKER_IMAGE_NAME }}
-          tags: |
-            type=ref,event=branch
-            type=ref,event=pr
-            type=semver,pattern={{version}}
-            type=semver,pattern={{major}}.{{minor}}
-            type=semver,pattern={{major}}
-            type=raw,value=latest,enable={{is_default_branch}}
-            type=sha,prefix={{branch}}-
-
-      - name: Build and push Docker image
-        uses: docker/build-push-action@v5
-        with:
-          context: .
-          file: ./Dockerfile
-          push: ${{ github.event_name != 'pull_request' }}
-          tags: ${{ steps.meta.outputs.tags }}
-          labels: ${{ steps.meta.outputs.labels }}
-          cache-from: type=gha
-          cache-to: type=gha,mode=max
-          platforms: linux/amd64,linux/arm64
-
-      - name: Image digest
-        run: echo ${{ steps.meta.outputs.digest }}

.github/workflows/release.yml

@@ -2,58 +2,151 @@ name: Release
 
 on:
   push:
-    branches:
-      - main
+    tags:
+      - "v*.*.*"
+
+concurrency:
+  group: release-${{ github.ref }}
+  cancel-in-progress: false
+
+env:
+  DOCKER_IMAGE_NAME: openmonetis
+
+permissions:
+  contents: read
 
 jobs:
-  release:
+  quality:
     runs-on: ubuntu-latest
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v5
+
+      - name: Validate release version
+        shell: bash
+        run: |
+          TAG_VERSION="${GITHUB_REF_NAME#v}"
+          PACKAGE_VERSION="$(jq -r '.version' package.json)"
+
+          if [[ ! "$TAG_VERSION" =~ ^[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
+            echo "A tag $GITHUB_REF_NAME não segue o formato vX.Y.Z."
+            exit 1
+          fi
+
+          if [[ "$TAG_VERSION" != "$PACKAGE_VERSION" ]]; then
+            echo "A tag $GITHUB_REF_NAME não corresponde à versão $PACKAGE_VERSION do package.json."
+            exit 1
+          fi
+
+          if ! grep -Fq "## [$TAG_VERSION]" CHANGELOG.md; then
+            echo "A versão $TAG_VERSION não foi encontrada no CHANGELOG.md."
+            exit 1
+          fi
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v5
+        with:
+          node-version: 22
+          cache: pnpm
+
+      - name: Install dependencies
+        run: pnpm install --frozen-lockfile
+
+      - name: Generate Next.js types
+        run: pnpm exec next typegen
+
+      - name: Typecheck
+        run: pnpm exec tsc --noEmit
+
+      - name: Lint
+        run: pnpm run lint
+
+  docker:
+    runs-on: ubuntu-latest
+    needs: quality
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v5
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Log in to Docker Hub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+
+      - name: Extract Docker metadata
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: ${{ secrets.DOCKER_USERNAME }}/${{ env.DOCKER_IMAGE_NAME }}
+          tags: |
+            type=semver,pattern={{version}}
+            type=semver,pattern={{major}}.{{minor}}
+            type=semver,pattern={{major}}
+            type=raw,value=latest
+
+      - name: Build and push Docker image
+        id: build
+        uses: docker/build-push-action@v5
+        with:
+          context: .
+          file: ./Dockerfile
+          push: true
+          tags: ${{ steps.meta.outputs.tags }}
+          labels: ${{ steps.meta.outputs.labels }}
+          cache-from: type=gha
+          cache-to: type=gha,mode=max
+          platforms: linux/amd64,linux/arm64
+
+      - name: Image digest
+        run: echo "${{ steps.build.outputs.digest }}"
+
+  github-release:
+    runs-on: ubuntu-latest
+    needs: docker
     permissions:
       contents: write
 
     steps:
       - name: Checkout repository
         uses: actions/checkout@v5
-        with:
-          fetch-depth: 0
-
-      - name: Read version from package.json
-        id: version
-        run: |
-          VERSION=$(jq -r '.version' package.json)
-          echo "value=$VERSION" >> $GITHUB_OUTPUT
-          echo "tag=v$VERSION" >> $GITHUB_OUTPUT
-
-      - name: Check if tag already exists
-        id: tag_check
-        run: |
-          if git ls-remote --tags origin "refs/tags/v${{ steps.version.outputs.value }}" | grep -q .; then
-            echo "exists=true" >> $GITHUB_OUTPUT
-          else
-            echo "exists=false" >> $GITHUB_OUTPUT
-          fi
 
       - name: Extract changelog for this version
-        if: steps.tag_check.outputs.exists == 'false'
         id: changelog
+        shell: bash
         run: |
-          VERSION="${{ steps.version.outputs.value }}"
-          # Extrai o bloco entre ## [X.Y.Z] e o próximo ## [
-          NOTES=$(awk "/^## \[$VERSION\]/{found=1; next} found && /^## \[/{exit} found{print}" CHANGELOG.md)
-          # Remove linhas em branco do início e fim
-          NOTES=$(echo "$NOTES" | sed '/./,$!d' | sed -e :a -e '/^\n*$/{$d;N;ba}')
+          VERSION="${GITHUB_REF_NAME#v}"
+          NOTES=$(awk -v version="$VERSION" '
+            index($0, "## [" version "]") == 1 { found=1; next }
+            found && /^## \[/ { exit }
+            found && !started && /^[[:space:]]*$/ { next }
+            found { started=1; print }
+          ' CHANGELOG.md)
+
+          if [[ -z "$NOTES" ]]; then
+            echo "Não foi possível extrair as notas da versão $VERSION."
+            exit 1
+          fi
+
           {
             echo "notes<<EOF"
             echo "$NOTES"
             echo "EOF"
-          } >> $GITHUB_OUTPUT
+          } >> "$GITHUB_OUTPUT"
 
-      - name: Create tag and GitHub Release
-        if: steps.tag_check.outputs.exists == 'false'
+      - name: Create GitHub Release
         uses: softprops/action-gh-release@v2
         with:
-          tag_name: ${{ steps.version.outputs.tag }}
-          name: ${{ steps.version.outputs.tag }}
+          tag_name: ${{ github.ref_name }}
+          name: ${{ github.ref_name }}
           body: ${{ steps.changelog.outputs.notes }}
           draft: false
           prerelease: false

.gitignore

@@ -105,7 +105,6 @@ docker-compose.override.yml
 .gemini/
 .cursor/
 QWEN.md
-AGENTS.md
 .codex
 # === Backups locais ===
 /backup/

AGENTS.md

@@ -1,4 +1,4 @@
-# CLAUDE.md - OpenMonetis
+# AGENTS.md - OpenMonetis
 
 > Self-hosted personal finance app (Next.js 16, React 19, PostgreSQL, Drizzle ORM, Better Auth, Tailwind 4, shadcn/ui).
 > Portuguese UI, English folders/imports. Linter: Biome 2.x. Package manager: pnpm.
@@ -16,7 +16,7 @@
 3. **Periods** usam formato `YYYY-MM` (ex: `"2025-11"`). Utils em `src/shared/utils/period/`.
 4. **Moeda**: R$ com 2 decimais. DB: `numeric(12, 2)`. Utils em `src/shared/utils/currency.ts`.
 5. **Revalidation**: usar `revalidateForEntity("entity")` de `src/shared/lib/actions/helpers.ts` apos mutations.
-6. **Versionamento**: registrar mudancas no `CHANGELOG.md` seguindo Keep a Changelog, também altere o `package.json` e `readme.md` (Badges do README.md). Cada versão deve ter um parágrafo introdutório em linguagem humana logo abaixo do cabeçalho `## [x.y.z]`, antes das seções `### Adicionado/Alterado/Removido` — descrevendo em prosa o que a versão representa (ex: "Esta versão foca em polimento visual e reorganização interna...").
+6. **Versionamento e publicação**: registrar mudancas no `CHANGELOG.md` seguindo Keep a Changelog, também alterar o `package.json` e o badge de versão do `README.md`. Cada versão deve ter um parágrafo introdutório em linguagem humana logo abaixo do cabeçalho `## [x.y.z]`, antes das seções `### Adicionado/Alterado/Removido` — descrevendo em prosa o que a versão representa (ex: "Esta versão foca em polimento visual e reorganização interna..."). A `main` executa somente a CI; imagens Docker e GitHub Releases são publicadas exclusivamente por tags SemVer no formato `vX.Y.Z`. Antes de criar a tag, confirmar que a CI da `main` passou e que tag, `package.json`, `CHANGELOG.md` e badge do `README.md` usam a mesma versão. A tag deve apontar para o commit validado. Criar ou enviar uma tag dispara publicação externa (`X.Y.Z`, `X.Y`, `X` e `latest` no Docker Hub, seguida da GitHub Release), portanto agentes nunca devem criar ou fazer push de tags sem autorização explícita do usuário. Quando o usuário pedir **"commit e push"** em uma mudança que prepara uma nova versão, isso conta como autorização explícita para executar o fluxo completo: commitar, enviar a `main`, aguardar a CI da `main` passar, criar a tag SemVer correspondente à versão preparada e enviar essa tag. Se não houver versão preparada ou se houver divergência entre `package.json`, `CHANGELOG.md`, badge do `README.md` e tag pretendida, parar e pedir confirmação. Não voltar a publicar `latest` diretamente de pushes na `main`.
 7. **Comunicacao**: responder em portugues clara e direta com o time.
 8. **Commit messages**: agrupar por natureza. em pt-br. seguindo o padrao do sistema.
 9. **README.md**: sempre que fizer alteracoes significativas, atualize o README.md.
@@ -364,3 +364,13 @@ Erros nao devem expor stack traces, paths ou nomes de bibliotecas ao cliente. Us
 Verificar pacotes novos sugeridos pela IA em npmjs.com antes de instalar. Red flags: menos de 1.000 downloads/semana, publicado nos ultimos 30 dias, nome muito parecido com pacote popular. Rodar `pnpm audit` periodicamente.
 
 ---
+
+<!-- BEGIN:nextjs-agent-rules -->
+
+# This is NOT the Next.js you know
+
+This version has breaking changes — APIs, conventions, and file structure may all differ from your training data. Read the relevant guide in `node_modules/next/dist/docs/` (resolved from this file's directory; in monorepos the `next` package may not be visible from the repo root) before writing any code. Heed deprecation notices.
+
+This block is written and re-added by `next dev` — verify at `node_modules/next/dist/server/lib/generate-agent-files.js`. Removing it from a diff only re-creates the uncommitted change; committing it with your work keeps the tree clean.
+
+<!-- END:nextjs-agent-rules -->

CHANGELOG.md

@@ -5,6 +5,84 @@ Todas as mudanças notáveis deste projeto serão documentadas neste arquivo.
 O formato é baseado em [Keep a Changelog](https://keepachangelog.com/pt-BR/1.1.0/),
 e este projeto adere ao [Versionamento Semântico](https://semver.org/lang/pt-BR/).
 
+## [2.7.13] - 2026-08-09
+
+Esta versão atualiza a base técnica do OpenMonetis com as correções de segurança e desempenho do Next.js 16.3, acelera as verificações de tipos, melhora a recuperação de falhas nas áreas mais complexas do aplicativo e corrige a importação de extratos OFX que reutilizam identificadores bancários.
+
+### Adicionado
+- Interface: dashboard, Insights, anexos e relatórios agora possuem limites de erro próprios, preservando a navegação e oferecendo uma nova tentativa sem derrubar toda a área autenticada.
+- Desenvolvimento: agentes de código passam a consultar a documentação do Next.js correspondente à versão instalada no projeto.
+
+### Alterado
+- ATENÇÃO — mudança no banco de dados: esta versão adiciona a coluna ofx_import_fingerprint e substitui o índice único baseado apenas no FITID por um índice de fingerprint. Aplique a migração 0034_superb_blonde_phantom.sql antes de iniciar a aplicação atualizada (pnpm run db:migrate em instalações manuais). A imagem Docker tenta aplicar as migrações automaticamente durante a inicialização.
+- Banco de dados: a deduplicação de importações OFX agora considera os dados completos e a ocorrência de cada transação, em vez de depender somente do FITID fornecido pela instituição financeira.
+- Dependências: Next.js atualizado para 16.3.0 e TypeScript para 7.0.2.
+- Desenvolvimento: Turbopack e seus caches passam a usar os padrões nativos do Next.js 16.3, removendo flags redundantes da configuração.
+- CI: o cache de build em `.next/cache` agora é preservado entre execuções para acelerar compilações sucessivas.
+
+### Corrigido
+- Importação: transações OFX legítimas que compartilham o mesmo FITID agora permanecem independentes na revisão e podem ser importadas sem sobrescrever linhas, travar seletores ou serem descartadas como duplicatas (issue #88 - @cunhanai).
+- Interface: a identidade estável de cada linha evita duplicações visuais e mantém funcionando a seleção, a escolha de categoria e a rolagem da tabela de revisão.
+- Segurança: incorporadas as correções do Next.js 16.3 para Server Actions, Proxy, cache de respostas e otimização de imagens.
+- Segurança: o otimizador de imagens agora aceita somente avatares do Google e logos do Logo.dev, removendo os curingas globais de HTTP e HTTPS; anexos do S3 continuam servidos diretamente, sem passar pelo otimizador.
+
+## [2.7.12] - 2026-06-30
+
+Esta versão corrige a seleção de faturas e períodos em popovers usados dentro de diálogos, alinhando esses componentes ao mesmo comportamento seguro aplicado recentemente aos seletores de data.
+
+### Corrigido
+- Lançamentos: o seletor inline de fatura volta a aceitar cliques no mês em diálogos de criação/edição e no modal de múltiplos lançamentos.
+- Períodos: botões internos do seletor mensal agora são explicitamente `type="button"`, evitando submits acidentais quando o componente aparece dentro de formulários.
+- Interface: popovers de período e escolha de logo de estabelecimento passam a usar modo modal quando podem aparecer sobre diálogos, preservando foco e clique.
+
+## [2.7.11] - 2026-06-28
+
+Esta atualização melhora a leitura diária dos lançamentos e deixa a nova visualização opcional, mantendo a possibilidade de voltar ao formato anterior quando a lista agrupada não for a melhor escolha para o usuário.
+
+### Adicionado
+- Preferências: nova opção `Agrupar por data` em Ajustes > Preferências > Lançamentos para alternar entre a lista agrupada por data e a visualização anterior.
+- Lançamentos: a lista agora pode exibir uma barra de data por grupo no formato `TER, 26 JUN 2026`, reunindo os lançamentos daquele dia.
+
+### Alterado
+- Lançamentos: quando o agrupamento por data está ativo, os cards e linhas deixam de repetir a data em cada item, reduzindo ruído visual e mantendo vencimentos de boleto como informação do lançamento.
+- Lançamentos: a preferência de agrupamento por data é aplicada nas listagens principais, extratos de conta, faturas de cartão, detalhes de pessoa e detalhes de categoria.
+- Interface: checkboxes passam a usar um visual mais compacto.
+- Documentação: o README agora cita o agrupamento por data entre as opções de personalização.
+
+### Corrigido
+- Lançamentos: o seletor de data em modais de criação e edição volta a aceitar a data selecionada no calendário.
+
+## [2.7.10] - 2026-06-27
+
+Esta versão ajusta a experiência de leitura dos lançamentos parcelados após antecipações, permitindo esconder parcelas já liquidadas por antecipação sem perder o histórico quando ele ainda for necessário.
+
+### Adicionado
+- Ajustes: nova preferência `Ocultar parcelas antecipadas` para remover da tabela lançamentos marcados como parcela antecipada.
+
+### Alterado
+- Lançamentos: a preferência passa a ser aplicada nas listagens principais, extratos de conta, faturas de cartão, detalhes de pessoa, detalhes de categoria e exportação de lançamentos, preservando paginação e contagens visíveis.
+
+## [2.7.9] - 2026-06-21
+
+Esta versão torna a publicação mais previsível ao separar a validação contínua da entrega de versões oficiais. Pull requests e a branch principal continuam sendo verificadas, enquanto imagens Docker e releases passam a ser produzidas somente a partir de uma tag SemVer validada.
+
+### Alterado
+- CI: pull requests e pushes na `main` agora executam geração de tipos, verificação TypeScript, lint e build sem publicar imagens.
+- Releases: tags `vX.Y.Z` agora validam sua correspondência com o `package.json` e o `CHANGELOG.md` antes de publicar as imagens Docker e criar a GitHub Release.
+- Docker: as tags versionadas e `latest` passam a ser publicadas exclusivamente por releases oficiais, depois das verificações de qualidade.
+
+## [2.7.8] - 2026-06-21
+
+Esta versão deixa documentos e comprovantes mais fáceis de guardar e encontrar sem tirar o foco da rotina financeira. Agora é possível manter arquivos junto às notas, consultar a galeria por pessoa com identificação visual e abrir uma categoria diretamente das tendências do dashboard, sempre preservando o contexto do período selecionado.
+
+### Adicionado
+- Anotações: itens do tipo `Nota` agora aceitam anexos PDF, JPEG, PNG e WebP na criação e na edição, com consulta e download nos detalhes e respeito ao limite configurado pelo usuário.
+- Anexos: a galeria agora oferece filtro por pessoa, incluindo a pessoa principal, pessoas específicas e uma visão consolidada de todas as pessoas.
+
+### Alterado
+- Anexos: os cards da galeria agora identificam a pessoa vinculada ao lançamento e o filtro exibe os respectivos avatares, preservando o contexto quando vários responsáveis são exibidos.
+- Dashboard: os nomes no widget `Tendências de categorias` agora levam aos detalhes da categoria mantendo o período selecionado.
+
 ## [2.7.7] - 2026-06-20
 
 Esta versão faz ajustes pontuais de leitura nos resumos financeiros e no dashboard, reforçando a identidade visual de cartões e contas e deixando as listas dos widgets mais consistentes sem alterar a estrutura de navegação das páginas.

README.md

@@ -10,7 +10,7 @@
 
 > **Não há versão online hospedada.** Você precisa clonar o repositório e rodar localmente ou no seu próprio servidor.
 
-[![Version](https://img.shields.io/badge/version-2.7.7-blue?style=flat-square)](CHANGELOG.md)
+[![Version](https://img.shields.io/badge/version-2.7.13-blue?style=flat-square)](CHANGELOG.md)
 [![Next.js](https://img.shields.io/badge/Next.js-black?style=flat-square&logo=next.js)](https://nextjs.org/)
 [![TypeScript](https://img.shields.io/badge/TypeScript-blue?style=flat-square&logo=typescript)](https://www.typescriptlang.org/)
 [![PostgreSQL](https://img.shields.io/badge/PostgreSQL-blue?style=flat-square&logo=postgresql)](https://www.postgresql.org/)
@@ -65,7 +65,7 @@ A ideia é simples: ter um lugar onde consigo ver todas as minhas contas, cartõ
 
 ### Funcionalidades
 
-💰 **Contas e transações** — Contas bancárias, cartões, dinheiro. Receitas, despesas, rendimentos e transferências. Categorização, divisão de lançamentos entre várias pessoas, filtros combináveis com intervalo de datas, extratos detalhados com identificação visual clara da conta e importação de extratos OFX e XLS/XLSX com detecção automática de categoria.
+💰 **Contas e transações** — Contas bancárias, cartões, dinheiro. Receitas, despesas, rendimentos e transferências. Categorização, divisão de lançamentos entre várias pessoas, filtros combináveis com intervalo de datas, extratos detalhados com identificação visual clara da conta e importação de extratos OFX e XLS/XLSX com detecção automática de categoria e deduplicação resiliente a identificadores bancários repetidos.
 
 📊 **Dashboard e relatórios** — Widgets personalizáveis com listas consistentes, métricas com atalhos para lançamentos, gráficos de evolução, comparativos por categoria, tendências, uso de cartões, top estabelecimentos e navegação direta entre meses pelo seletor de período. Exportação em PDF e Excel.
 
@@ -79,7 +79,7 @@ A ideia é simples: ter um lugar onde consigo ver todas as minhas contas, cartõ
 
 👥 **Gestão colaborativa** — Pagadores com permissões (admin/viewer), notificações automáticas por e-mail, códigos de compartilhamento.
 
-📝 **Anotações e tarefas** — Notas de texto, listas com checkboxes, sistema de arquivamento.
+📝 **Anotações e tarefas** — Notas de texto com anexos, listas com checkboxes e sistema de arquivamento.
 
 📅 **Calendário financeiro** — Visualize todos os lançamentos em um calendário mensal.
 
@@ -89,7 +89,7 @@ A ideia é simples: ter um lugar onde consigo ver todas as minhas contas, cartõ
   <img src="./public/images/companion-preview-light.webp" alt="OpenMonetis Companion" width="300" height="600" />
 </p>
 
-⚙️ **Personalização** — Tema dark/light, modo privacidade, ordem das colunas, exibição de anotações, tamanho máximo de anexos, resumo opcional no modal de lançamento e changelog visual para acompanhar as novidades do app.
+⚙️ **Personalização** — Tema dark/light, modo privacidade, ordem das colunas, agrupamento por data em lançamentos, exibição de anotações, tamanho máximo de anexos, resumo opcional no modal de lançamento e changelog visual para acompanhar as novidades do app.
 
 ### Stack técnica
 
@@ -623,6 +623,17 @@ A regra é: `actions.ts` e `queries.ts` são as portas de entrada da feature. Tu
 
 Antes de começar, leia o [`CLAUDE.md`](CLAUDE.md) — ele documenta a arquitetura, convenções de nomenclatura, regras de queries e o checklist para novas features. Use TypeScript, commits semânticos e mantenha o `CHANGELOG.md` atualizado.
 
+### Publicando uma versão
+
+As validações rodam em pull requests e em cada push na `main`. A publicação só começa quando uma tag SemVer aponta para um commit validado e a versão da tag corresponde ao `package.json` e ao `CHANGELOG.md`.
+
+```bash
+git tag -a v2.7.13 -m "v2.7.13"
+git push origin v2.7.13
+```
+
+O workflow da tag valida o código, publica as imagens Docker versionadas e `latest` e, somente depois, cria a GitHub Release com as notas do changelog.
+
 ---
 
 ## 💖 Apoie o Projeto

drizzle/0031_lame_cerise.sql

@@ -0,0 +1,9 @@
+CREATE TABLE "anotacao_anexos" (
+	"anotacao_id" uuid NOT NULL,
+	"anexo_id" uuid NOT NULL,
+	CONSTRAINT "anotacao_anexos_anotacao_id_anexo_id_pk" PRIMARY KEY("anotacao_id","anexo_id")
+);
+--> statement-breakpoint
+ALTER TABLE "anotacao_anexos" ADD CONSTRAINT "anotacao_anexos_anotacao_id_anotacoes_id_fk" FOREIGN KEY ("anotacao_id") REFERENCES "public"."anotacoes"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "anotacao_anexos" ADD CONSTRAINT "anotacao_anexos_anexo_id_anexos_id_fk" FOREIGN KEY ("anexo_id") REFERENCES "public"."anexos"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "anotacao_anexos_anexo_id_idx" ON "anotacao_anexos" USING btree ("anexo_id");

drizzle/0032_bumpy_spencer_smythe.sql

@@ -0,0 +1 @@
+ALTER TABLE "preferencias_usuario" ADD COLUMN "ocultar_parcelas_antecipadas" boolean DEFAULT false NOT NULL;

drizzle/0033_demonic_supreme_intelligence.sql

@@ -0,0 +1 @@
+ALTER TABLE "preferencias_usuario" ADD COLUMN "agrupar_lancamentos_por_data" boolean DEFAULT true NOT NULL;

drizzle/0034_superb_blonde_phantom.sql

@@ -0,0 +1,3 @@
+DROP INDEX "lancamentos_ofx_fit_id_user_id_idx";--> statement-breakpoint
+ALTER TABLE "lancamentos" ADD COLUMN "ofx_import_fingerprint" text;--> statement-breakpoint
+CREATE UNIQUE INDEX "lancamentos_ofx_import_fingerprint_user_id_idx" ON "lancamentos" USING btree ("user_id","ofx_import_fingerprint") WHERE ofx_import_fingerprint IS NOT NULL;

drizzle/meta/_journal.json

@@ -211,6 +211,34 @@
 			"when": 1780150535055,
 			"tag": "0030_complete_umar",
 			"breakpoints": true
+		},
+		{
+			"idx": 31,
+			"version": "7",
+			"when": 1782051007412,
+			"tag": "0031_lame_cerise",
+			"breakpoints": true
+		},
+		{
+			"idx": 32,
+			"version": "7",
+			"when": 1782569103402,
+			"tag": "0032_bumpy_spencer_smythe",
+			"breakpoints": true
+		},
+		{
+			"idx": 33,
+			"version": "7",
+			"when": 1782685465530,
+			"tag": "0033_demonic_supreme_intelligence",
+			"breakpoints": true
+		},
+		{
+			"idx": 34,
+			"version": "7",
+			"when": 1786299746933,
+			"tag": "0034_superb_blonde_phantom",
+			"breakpoints": true
 		}
 	]
 }

next.config.ts

@@ -4,23 +4,34 @@ import type { NextConfig } from "next";
 // Carregar variáveis de ambiente explicitamente
 dotenv.config();
 
+type RemotePattern = NonNullable<
+	NonNullable<NextConfig["images"]>["remotePatterns"]
+>[number];
+
+const imageRemotePatterns: RemotePattern[] = [
+	{
+		protocol: "https",
+		hostname: "lh3.googleusercontent.com",
+		pathname: "/**",
+	},
+	{
+		protocol: "https",
+		hostname: "img.logo.dev",
+		pathname: "/**",
+	},
+];
+
 const nextConfig: NextConfig = {
 	output: "standalone",
 	cacheComponents: true,
 	reactCompiler: true,
 	images: {
-		remotePatterns: [
-			new URL("https://lh3.googleusercontent.com/**"),
-			{ protocol: "https", hostname: "**" },
-			{ protocol: "http", hostname: "**" },
-		],
+		remotePatterns: imageRemotePatterns,
 	},
 	devIndicators: {
 		position: "bottom-right",
 	},
 	experimental: {
-		prefetchInlining: true,
-		turbopackFileSystemCacheForDev: true,
 		optimizePackageImports: ["@remixicon/react"],
 	},
 

package.json

@@ -1,10 +1,10 @@
 {
 	"name": "openmonetis",
-	"version": "2.7.7",
+	"version": "2.7.13",
 	"private": true,
 	"packageManager": "pnpm@11.1.3",
 	"scripts": {
-		"dev": "next dev --turbopack",
+		"dev": "next dev",
 		"db:seed": "tsx scripts/mock-data.ts",
 		"build": "next build",
 		"start": "next start",
@@ -31,32 +31,32 @@
 		"mockup": "tsx scripts/mock-data.ts"
 	},
 	"dependencies": {
-		"@ai-sdk/anthropic": "^3.0.81",
-		"@ai-sdk/google": "^3.0.80",
-		"@ai-sdk/openai": "^3.0.67",
-		"@ai-sdk/openai-compatible": "^2.0.48",
-		"@aws-sdk/client-s3": "^3.1059.0",
-		"@aws-sdk/s3-request-presigner": "^3.1059.0",
-		"@better-auth/passkey": "^1.6.14",
+		"@ai-sdk/anthropic": "^3.0.88",
+		"@ai-sdk/google": "^3.0.85",
+		"@ai-sdk/openai": "^3.0.76",
+		"@ai-sdk/openai-compatible": "^2.0.53",
+		"@aws-sdk/client-s3": "^3.1075.0",
+		"@aws-sdk/s3-request-presigner": "^3.1075.0",
+		"@better-auth/passkey": "^1.6.22",
 		"@dnd-kit/core": "^6.3.1",
 		"@dnd-kit/sortable": "^10.0.0",
 		"@dnd-kit/utilities": "^3.2.2",
-		"@openrouter/ai-sdk-provider": "^2.9.0",
+		"@openrouter/ai-sdk-provider": "^2.10.0",
 		"@radix-ui/react-alert-dialog": "1.1.15",
 		"@radix-ui/react-avatar": "1.1.11",
 		"@radix-ui/react-checkbox": "1.3.3",
 		"@radix-ui/react-collapsible": "1.1.12",
 		"@radix-ui/react-dialog": "1.1.15",
 		"@radix-ui/react-dropdown-menu": "2.1.16",
-		"@radix-ui/react-hover-card": "^1.1.15",
+		"@radix-ui/react-hover-card": "^1.1.17",
 		"@radix-ui/react-label": "2.1.8",
-		"@radix-ui/react-navigation-menu": "^1.2.14",
-		"@radix-ui/react-popover": "^1.1.15",
+		"@radix-ui/react-navigation-menu": "^1.2.16",
+		"@radix-ui/react-popover": "^1.1.17",
 		"@radix-ui/react-progress": "1.1.8",
-		"@radix-ui/react-radio-group": "^1.3.8",
+		"@radix-ui/react-radio-group": "^1.4.1",
 		"@radix-ui/react-select": "2.2.6",
 		"@radix-ui/react-separator": "1.1.8",
-		"@radix-ui/react-slider": "^1.3.6",
+		"@radix-ui/react-slider": "^1.4.1",
 		"@radix-ui/react-slot": "1.2.4",
 		"@radix-ui/react-switch": "1.2.6",
 		"@radix-ui/react-tabs": "1.1.13",
@@ -64,11 +64,11 @@
 		"@radix-ui/react-toggle-group": "1.1.11",
 		"@radix-ui/react-tooltip": "1.2.8",
 		"@remixicon/react": "4.9.0",
-		"@tanstack/react-query": "^5.101.0",
+		"@tanstack/react-query": "^5.101.1",
 		"@tanstack/react-table": "8.21.3",
-		"@tanstack/react-virtual": "^3.14.2",
-		"ai": "^6.0.195",
-		"better-auth": "1.6.14",
+		"@tanstack/react-virtual": "^3.14.4",
+		"ai": "^6.0.213",
+		"better-auth": "1.6.22",
 		"canvas-confetti": "^1.9.4",
 		"class-variance-authority": "0.7.1",
 		"clsx": "2.1.1",
@@ -78,7 +78,7 @@
 		"exceljs": "^4.4.0",
 		"jspdf": "^4.2.1",
 		"jspdf-autotable": "^5.0.8",
-		"next": "16.2.7",
+		"next": "16.3.0",
 		"next-themes": "0.4.6",
 		"pdfjs-dist": "^6.0.227",
 		"pg": "8.21.0",
@@ -86,7 +86,7 @@
 		"react-day-picker": "^10.0.1",
 		"react-dom": "19.2.7",
 		"recharts": "3.8.1",
-		"resend": "^6.12.4",
+		"resend": "^6.16.0",
 		"sonner": "2.0.7",
 		"tailwind-merge": "3.6.0",
 		"tw-animate-css": "^1.4.0",
@@ -105,9 +105,9 @@
 		"babel-plugin-react-compiler": "^1.0.0",
 		"dotenv": "^17.4.2",
 		"drizzle-kit": "0.31.10",
-		"knip": "^6.15.0",
+		"knip": "^6.22.0",
 		"tailwindcss": "4.3.0",
 		"tsx": "4.22.4",
-		"typescript": "6.0.3"
+		"typescript": "7.0.2"
 	}
 }

src/app/(dashboard)/accounts/[accountId]/statement/page.tsx

@@ -109,6 +109,8 @@ export default async function Page({ params, searchParams }: PageProps) {
 		filters: searchFilters,
 		slugMaps,
 		accountId: account.id,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const transactionsPage = await fetchAccountTransactionsPage(
@@ -233,6 +235,9 @@ export default async function Page({ params, searchParams }: PageProps) {
 					)}
 					noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 					columnOrder={userPreferences?.transactionsColumnOrder ?? null}
+					groupTransactionsByDate={
+						userPreferences?.groupTransactionsByDate ?? true
+					}
 					attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
 				/>
 			</section>

src/app/(dashboard)/attachments/page.tsx

@@ -1,6 +1,7 @@
 import { connection } from "next/server";
 import { AttachmentsPage } from "@/features/attachments/components/attachments-page";
-import { fetchAttachmentsForPeriod } from "@/features/attachments/queries";
+import { fetchAttachmentsPageData } from "@/features/attachments/queries";
+import { ContentErrorBoundary } from "@/shared/components/feedback/content-error-boundary";
 import { getUserId } from "@/shared/lib/auth/server";
 import { parsePeriodParam } from "@/shared/utils/period";
 
@@ -19,18 +20,32 @@ const getSingleParam = (
 	return Array.isArray(value) ? (value[0] ?? null) : value;
 };
 
-export default async function Page({ searchParams }: PageProps) {
+export default function Page({ searchParams }: PageProps) {
+	return (
+		<ContentErrorBoundary
+			title="Não foi possível carregar os anexos"
+			description="Os documentos e comprovantes não puderam ser carregados agora."
+		>
+			<AttachmentsContent searchParams={searchParams} />
+		</ContentErrorBoundary>
+	);
+}
+
+async function AttachmentsContent({ searchParams }: PageProps) {
 	await connection();
 	const userId = await getUserId();
 	const resolvedSearchParams = searchParams ? await searchParams : undefined;
 	const periodoParam = getSingleParam(resolvedSearchParams, "periodo");
 	const { period } = parsePeriodParam(periodoParam);
 
-	const attachments = await fetchAttachmentsForPeriod(userId, period);
+	const data = await fetchAttachmentsPageData(userId, period);
 
 	return (
 		<main className="flex flex-col gap-6">
-			<AttachmentsPage attachments={attachments} />
+			<AttachmentsPage
+				attachments={data?.attachments ?? []}
+				adminPayerId={data?.adminPayerId ?? ""}
+			/>
 		</main>
 	);
 }

src/app/(dashboard)/cards/[cardId]/invoice/page.tsx

@@ -82,6 +82,8 @@ export default async function Page({ params, searchParams }: PageProps) {
 		filters: searchFilters,
 		slugMaps,
 		cardId: card.id,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const transactionRows = await fetchCardTransactions(filters);
@@ -210,6 +212,9 @@ export default async function Page({ params, searchParams }: PageProps) {
 					allowCreate
 					noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 					columnOrder={userPreferences?.transactionsColumnOrder ?? null}
+					groupTransactionsByDate={
+						userPreferences?.groupTransactionsByDate ?? true
+					}
 					attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
 					defaultCardId={card.id}
 					defaultPaymentMethod="Cartão de crédito"

src/app/(dashboard)/categories/[categoryId]/page.tsx

@@ -41,13 +41,17 @@ export default async function Page({ params, searchParams }: PageProps) {
 	const periodoParam = getSingleParam(resolvedSearchParams, "periodo");
 	const { period: selectedPeriod } = parsePeriodParam(periodoParam);
 
-	const [detail, filterSources, estabelecimentos, userPreferences] =
-		await Promise.all([
-			fetchCategoryDetails(userId, categoryId, selectedPeriod),
-			fetchTransactionFilterSources(userId),
-			fetchRecentEstablishments(userId),
-			fetchUserPreferences(userId),
-		]);
+	const [filterSources, estabelecimentos, userPreferences] = await Promise.all([
+		fetchTransactionFilterSources(userId),
+		fetchRecentEstablishments(userId),
+		fetchUserPreferences(userId),
+	]);
+	const detail = await fetchCategoryDetails(
+		userId,
+		categoryId,
+		selectedPeriod,
+		userPreferences?.hideAnticipatedInstallments ?? false,
+	);
 
 	if (!detail) {
 		notFound();
@@ -101,6 +105,9 @@ export default async function Page({ params, searchParams }: PageProps) {
 				allowCreate={true}
 				noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 				columnOrder={userPreferences?.transactionsColumnOrder ?? null}
+				groupTransactionsByDate={
+					userPreferences?.groupTransactionsByDate ?? true
+				}
 				attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
 			/>
 		</main>

src/app/(dashboard)/dashboard/page.tsx

@@ -6,6 +6,7 @@ import { extractDashboardLogoNames } from "@/features/dashboard/lib/extract-logo
 import { fetchDashboardPageData } from "@/features/dashboard/page-data-queries";
 import { getSingleParam } from "@/features/transactions/lib/page-helpers";
 import { LogoPrefetchProvider } from "@/shared/components/entity-avatar";
+import { ContentErrorBoundary } from "@/shared/components/feedback/content-error-boundary";
 import MonthNavigation from "@/shared/components/month-picker/month-navigation";
 import { getUser } from "@/shared/lib/auth/server";
 import { prefetchLogoMappings } from "@/shared/lib/logo/prefetch-server";
@@ -17,7 +18,18 @@ type PageProps = {
 	searchParams?: PageSearchParams;
 };
 
-export default async function Page({ searchParams }: PageProps) {
+export default function Page({ searchParams }: PageProps) {
+	return (
+		<ContentErrorBoundary
+			title="Não foi possível carregar o dashboard"
+			description="Seus dados financeiros não puderam ser carregados agora."
+		>
+			<DashboardContent searchParams={searchParams} />
+		</ContentErrorBoundary>
+	);
+}
+
+async function DashboardContent({ searchParams }: PageProps) {
 	await connection();
 	const user = await getUser();
 	const resolvedSearchParams = searchParams ? await searchParams : undefined;
@@ -41,19 +53,29 @@ export default async function Page({ searchParams }: PageProps) {
 		<main className="flex flex-col gap-4">
 			<DashboardWelcome name={user.name} />
 			<MonthNavigation />
-			<DashboardMetricsCards
-				metrics={dashboardData.metrics}
-				period={selectedPeriod}
-				adminPayerSlug={adminPayerSlug}
-			/>
-			<LogoPrefetchProvider mappings={logoMappings}>
-				<DashboardGridEditable
-					data={dashboardData}
+			<ContentErrorBoundary
+				title="Não foi possível exibir o resumo"
+				description="Os indicadores do período não puderam ser exibidos agora."
+			>
+				<DashboardMetricsCards
+					metrics={dashboardData.metrics}
 					period={selectedPeriod}
-					initialPreferences={dashboardWidgets}
-					quickActionOptions={quickActionOptions}
+					adminPayerSlug={adminPayerSlug}
 				/>
-			</LogoPrefetchProvider>
+			</ContentErrorBoundary>
+			<ContentErrorBoundary
+				title="Não foi possível exibir os widgets"
+				description="Os detalhes do dashboard não puderam ser exibidos agora."
+			>
+				<LogoPrefetchProvider mappings={logoMappings}>
+					<DashboardGridEditable
+						data={dashboardData}
+						period={selectedPeriod}
+						initialPreferences={dashboardWidgets}
+						quickActionOptions={quickActionOptions}
+					/>
+				</LogoPrefetchProvider>
+			</ContentErrorBoundary>
 		</main>
 	);
 }

src/app/(dashboard)/insights/page.tsx

@@ -1,5 +1,6 @@
 import { connection } from "next/server";
 import { InsightsPage } from "@/features/insights/components/insights-page";
+import { ContentErrorBoundary } from "@/shared/components/feedback/content-error-boundary";
 import MonthNavigation from "@/shared/components/month-picker/month-navigation";
 import { parsePeriodParam } from "@/shared/utils/period";
 
@@ -18,7 +19,18 @@ const getSingleParam = (
 	return Array.isArray(value) ? (value[0] ?? null) : value;
 };
 
-export default async function Page({ searchParams }: PageProps) {
+export default function Page({ searchParams }: PageProps) {
+	return (
+		<ContentErrorBoundary
+			title="Não foi possível carregar os Insights"
+			description="As análises financeiras não puderam ser carregadas agora."
+		>
+			<InsightsContent searchParams={searchParams} />
+		</ContentErrorBoundary>
+	);
+}
+
+async function InsightsContent({ searchParams }: PageProps) {
 	await connection();
 	const resolvedSearchParams = searchParams ? await searchParams : undefined;
 	const periodoParam = getSingleParam(resolvedSearchParams, "periodo");

src/app/(dashboard)/notes/page.tsx

@@ -1,16 +1,24 @@
 import { connection } from "next/server";
 import { NotesPage } from "@/features/notes/components/notes-page";
 import { fetchAllNotesForUser } from "@/features/notes/queries";
+import { fetchUserPreferences } from "@/features/settings/queries";
 import { getUserId } from "@/shared/lib/auth/server";
 
 export default async function Page() {
 	await connection();
 	const userId = await getUserId();
-	const { activeNotes, archivedNotes } = await fetchAllNotesForUser(userId);
+	const [{ activeNotes, archivedNotes }, preferences] = await Promise.all([
+		fetchAllNotesForUser(userId),
+		fetchUserPreferences(userId),
+	]);
 
 	return (
 		<main className="flex flex-col gap-6">
-			<NotesPage notes={activeNotes} archivedNotes={archivedNotes} />
+			<NotesPage
+				notes={activeNotes}
+				archivedNotes={archivedNotes}
+				attachmentMaxSizeMb={preferences?.attachmentMaxSizeMb ?? 50}
+			/>
 		</main>
 	);
 }

src/app/(dashboard)/payers/[payerId]/page.tsx

@@ -131,6 +131,7 @@ export default async function Page({ params, searchParams }: PageProps) {
 				...EMPTY_FILTERS,
 				searchFilter: allSearchFilters.searchFilter, // Permitir busca mesmo em modo read-only
 			};
+	const userPreferences = await fetchUserPreferences(userId);
 
 	let filterSources: Awaited<
 		ReturnType<typeof fetchTransactionFilterSources>
@@ -163,6 +164,8 @@ export default async function Page({ params, searchParams }: PageProps) {
 		filters: searchFilters,
 		slugMaps,
 		payerId: pagador.id,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const sharesPromise = canEdit
@@ -184,7 +187,6 @@ export default async function Page({ params, searchParams }: PageProps) {
 		shareRows,
 		currentUserShare,
 		estabelecimentos,
-		userPreferences,
 	] = await Promise.all([
 		fetchPayerTransactions(filters),
 		fetchPayerMonthlyBreakdown({
@@ -220,7 +222,6 @@ export default async function Page({ params, searchParams }: PageProps) {
 		sharesPromise,
 		currentUserSharePromise,
 		fetchRecentEstablishments(userId),
-		fetchUserPreferences(userId),
 	]);
 
 	const mappedTransactions = mapTransactionsData(transactionRows);
@@ -407,6 +408,9 @@ export default async function Page({ params, searchParams }: PageProps) {
 								allowCreate={canEdit}
 								noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 								columnOrder={userPreferences?.transactionsColumnOrder ?? null}
+								groupTransactionsByDate={
+									userPreferences?.groupTransactionsByDate ?? true
+								}
 								attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
 								importPayerOptions={loggedUserOptionSets?.payerOptions}
 								importSplitPayerOptions={

src/app/(dashboard)/reports/card-usage/page.tsx

@@ -6,6 +6,7 @@ import { CardTopExpenses } from "@/features/reports/components/cards/card-top-ex
 import { CardUsageChart } from "@/features/reports/components/cards/card-usage-chart";
 import { CardsOverview } from "@/features/reports/components/cards/cards-overview";
 import { fetchCartoesReportData } from "@/features/reports/lib/cards-report-queries";
+import { ContentErrorBoundary } from "@/shared/components/feedback/content-error-boundary";
 import MonthNavigation from "@/shared/components/month-picker/month-navigation";
 import { Card } from "@/shared/components/ui/card";
 import { getUser } from "@/shared/lib/auth/server";
@@ -26,9 +27,18 @@ const getSingleParam = (
 	return Array.isArray(value) ? (value[0] ?? null) : value;
 };
 
-export default async function RelatorioCartoesPage({
-	searchParams,
-}: PageProps) {
+export default function CardUsagePage({ searchParams }: PageProps) {
+	return (
+		<ContentErrorBoundary
+			title="Não foi possível carregar o uso dos cartões"
+			description="Os dados deste relatório não puderam ser carregados agora."
+		>
+			<CardUsageContent searchParams={searchParams} />
+		</ContentErrorBoundary>
+	);
+}
+
+async function CardUsageContent({ searchParams }: PageProps) {
 	await connection();
 	const user = await getUser();
 	const resolvedSearchParams = searchParams ? await searchParams : undefined;

src/app/(dashboard)/reports/category-trends/page.tsx

@@ -10,6 +10,7 @@ import { fetchCategoryChartData } from "@/features/reports/lib/category-chart-qu
 import { fetchCategoryReport } from "@/features/reports/lib/category-report-queries";
 import { fetchUserCategories } from "@/features/reports/lib/category-trends-queries";
 import { validateDateRange } from "@/features/reports/lib/utils";
+import { ContentErrorBoundary } from "@/shared/components/feedback/content-error-boundary";
 import { getUserId } from "@/shared/lib/auth/server";
 import type { CategoryReportFilters } from "@/shared/lib/types/reports";
 import { addMonthsToPeriod, getCurrentPeriod } from "@/shared/utils/period";
@@ -29,7 +30,18 @@ const getSingleParam = (
 	return Array.isArray(value) ? (value[0] ?? null) : value;
 };
 
-export default async function Page({ searchParams }: PageProps) {
+export default function Page({ searchParams }: PageProps) {
+	return (
+		<ContentErrorBoundary
+			title="Não foi possível carregar as tendências"
+			description="A evolução das categorias não pôde ser carregada agora."
+		>
+			<CategoryTrendsContent searchParams={searchParams} />
+		</ContentErrorBoundary>
+	);
+}
+
+async function CategoryTrendsContent({ searchParams }: PageProps) {
 	await connection();
 	// Get authenticated user
 	const userId = await getUserId();

src/app/(dashboard)/reports/establishments/page.tsx

@@ -8,6 +8,7 @@ import {
 	fetchTopEstablishmentsData,
 	type PeriodFilter,
 } from "@/features/reports/establishments/queries";
+import { ContentErrorBoundary } from "@/shared/components/feedback/content-error-boundary";
 import { Card } from "@/shared/components/ui/card";
 import { getUser } from "@/shared/lib/auth/server";
 import { parsePeriodParam } from "@/shared/utils/period";
@@ -34,9 +35,18 @@ const validatePeriodFilter = (value: string | null): PeriodFilter => {
 	return "6";
 };
 
-export default async function TopEstablishmentsPage({
-	searchParams,
-}: PageProps) {
+export default function EstablishmentsPage({ searchParams }: PageProps) {
+	return (
+		<ContentErrorBoundary
+			title="Não foi possível carregar os estabelecimentos"
+			description="Os dados deste relatório não puderam ser carregados agora."
+		>
+			<EstablishmentsContent searchParams={searchParams} />
+		</ContentErrorBoundary>
+	);
+}
+
+async function EstablishmentsContent({ searchParams }: PageProps) {
 	await connection();
 	const user = await getUser();
 	const resolvedSearchParams = searchParams ? await searchParams : undefined;

src/app/(dashboard)/reports/installment-analysis/page.tsx

@@ -2,10 +2,22 @@ import { connection } from "next/server";
 import { InstallmentAnalysisPage } from "@/features/dashboard/components/installment-analysis/installment-analysis-page";
 import { fetchInstallmentAnalysis } from "@/features/dashboard/expenses/installment-analysis-queries";
 import { LogoPrefetchProvider } from "@/shared/components/entity-avatar";
+import { ContentErrorBoundary } from "@/shared/components/feedback/content-error-boundary";
 import { getUser } from "@/shared/lib/auth/server";
 import { prefetchLogoMappings } from "@/shared/lib/logo/prefetch-server";
 
-export default async function Page() {
+export default function Page() {
+	return (
+		<ContentErrorBoundary
+			title="Não foi possível carregar a análise de parcelas"
+			description="Os parcelamentos não puderam ser analisados agora."
+		>
+			<InstallmentAnalysisContent />
+		</ContentErrorBoundary>
+	);
+}
+
+async function InstallmentAnalysisContent() {
 	await connection();
 	const user = await getUser();
 	const data = await fetchInstallmentAnalysis(user.id);

src/app/(dashboard)/settings/page.tsx

@@ -85,6 +85,12 @@ export default async function Page() {
 								showTransactionSummary={
 									userPreferences?.showTransactionSummary ?? true
 								}
+								groupTransactionsByDate={
+									userPreferences?.groupTransactionsByDate ?? true
+								}
+								hideAnticipatedInstallments={
+									userPreferences?.hideAnticipatedInstallments ?? false
+								}
 							/>
 						</div>
 					</Card>

src/app/(dashboard)/transactions/page.tsx

@@ -53,6 +53,8 @@ export default async function Page({ searchParams }: PageProps) {
 		period: selectedPeriod,
 		filters: searchFilters,
 		slugMaps,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const [transactionsPage, estabelecimentos] = await Promise.all([
@@ -112,6 +114,9 @@ export default async function Page({ searchParams }: PageProps) {
 					}}
 					noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 					columnOrder={userPreferences?.transactionsColumnOrder ?? null}
+					groupTransactionsByDate={
+						userPreferences?.groupTransactionsByDate ?? true
+					}
 					attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
 				/>
 			</LogoPrefetchProvider>

src/app/(landing-page)/page.tsx

@@ -4,11 +4,10 @@ import {
 	RiShieldCheckLine,
 	RiSmartphoneLine,
 } from "@remixicon/react";
-import { headers } from "next/headers";
 import Image from "next/image";
 import Link from "next/link";
 import { AnimateOnScroll } from "@/features/landing/components/animate-on-scroll";
-import { MobileNav } from "@/features/landing/components/mobile-nav";
+import { LandingNavbar } from "@/features/landing/components/landing-navbar";
 import { SetupTabs } from "@/features/landing/components/setup-tabs";
 import {
 	companionBanks,
@@ -16,98 +15,31 @@ import {
 	extraFeatures,
 	getMetricsItems,
 	mainFeatures,
-	navLinks,
 	pwaHighlights,
 	stackItems,
 	whoIsItForItems,
 } from "@/features/landing/constants";
 import { landingImages } from "@/features/landing/images";
-import { fetchGitHubStats } from "@/features/landing/queries";
-import { AnimatedThemeToggler } from "@/shared/components/animated-theme-toggler";
+import {
+	fetchGitHubStats,
+	getLandingCopyrightYear,
+} from "@/features/landing/queries";
 import { Logo } from "@/shared/components/brand/logo";
-import { NavbarShell } from "@/shared/components/navigation/navbar/navbar-shell";
 import { Badge } from "@/shared/components/ui/badge";
 import { Button } from "@/shared/components/ui/button";
 import { Card, CardContent } from "@/shared/components/ui/card";
-import { getOptionalUserSession } from "@/shared/lib/auth/server";
-import { isSignupDisabled } from "@/shared/lib/auth/signup";
 
 export default async function Page() {
-	const [session, headersList, githubStats] = await Promise.all([
-		getOptionalUserSession(),
-		headers(),
+	const [githubStats, copyrightYear] = await Promise.all([
 		fetchGitHubStats(),
+		getLandingCopyrightYear(),
 	]);
-	const hostname = headersList.get("host")?.replace(/:\d+$/, "");
-	const publicDomain = process.env.PUBLIC_DOMAIN?.replace(
-		/^https?:\/\//,
-		"",
-	).replace(/:\d+$/, "");
-	const isPublicDomain = !!(publicDomain && hostname === publicDomain);
-	const signupDisabled = isSignupDisabled();
 	const metricsItems = getMetricsItems(githubStats.stars, githubStats.forks);
 
 	return (
 		<div className="flex min-h-screen flex-col">
 			{/* Navigation */}
-			<NavbarShell>
-				{/* Center Navigation Links */}
-				<nav className="hidden md:flex items-center gap-1 absolute left-1/2 top-1/2 -translate-x-1/2 -translate-y-1/2">
-					{navLinks.map(({ href, label }) => (
-						<Link
-							key={href}
-							href={href}
-							className="inline-flex h-9 items-center justify-center rounded-md px-2 text-sm font-medium leading-none text-primary-foreground/75 transition-colors hover:bg-primary-foreground/10 hover:text-primary-foreground dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
-						>
-							{label}
-						</Link>
-					))}
-				</nav>
-
-				<nav className="ml-auto flex items-center gap-1">
-					<AnimatedThemeToggler variant="navbar" />
-					{!isPublicDomain &&
-						(session?.user ? (
-							<Link prefetch href="/dashboard" className="hidden md:block">
-								<Button
-									variant="navbar"
-									size="sm"
-									className="h-9 text-primary-foreground/75 hover:bg-primary-foreground/10 hover:text-primary-foreground shadow-none dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
-								>
-									Dashboard
-								</Button>
-							</Link>
-						) : (
-							<div className="hidden md:flex items-center gap-1">
-								<Link href="/login">
-									<Button
-										variant="ghost"
-										size="sm"
-										className="h-9 text-primary-foreground/75 hover:bg-primary-foreground/10 hover:text-primary-foreground shadow-none dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
-									>
-										Entrar
-									</Button>
-								</Link>
-								{!signupDisabled && (
-									<Link href="/signup">
-										<Button
-											variant="ghost"
-											size="sm"
-											className="h-9 text-primary-foreground/75 hover:bg-primary-foreground/10 hover:text-primary-foreground shadow-none dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
-										>
-											Começar
-										</Button>
-									</Link>
-								)}
-							</div>
-						))}
-					<MobileNav
-						isPublicDomain={isPublicDomain}
-						isLoggedIn={!!session?.user}
-						signupDisabled={signupDisabled}
-					/>
-				</nav>
-			</NavbarShell>
+			<LandingNavbar />
 
 			{/* Hero Section */}
 			<section className="relative overflow-hidden pt-14 md:pt-20 lg:pt-24 pb-0">
@@ -698,8 +630,7 @@ export default async function Page() {
 
 						<div className="border-t mt-8 md:mt-12 pt-6 md:pt-8 flex flex-col md:flex-row justify-between items-center gap-3 md:gap-4 text-sm text-muted-foreground">
 							<p>
-								© {new Date().getFullYear()} openmonetis. Projeto open source
-								sob licença.
+								© {copyrightYear} openmonetis. Projeto open source sob licença.
 							</p>
 							<div className="flex items-center gap-2">
 								<RiShieldCheckLine className="size-4 text-primary" />

src/db/schema.ts

@@ -157,6 +157,12 @@ export const userPreferences = pgTable("preferencias_usuario", {
 	showTransactionSummary: boolean("mostrar_resumo_lancamento")
 		.notNull()
 		.default(true),
+	groupTransactionsByDate: boolean("agrupar_lancamentos_por_data")
+		.notNull()
+		.default(true),
+	hideAnticipatedInstallments: boolean("ocultar_parcelas_antecipadas")
+		.notNull()
+		.default(false),
 	dashboardWidgets: jsonb("dashboard_widgets").$type<{
 		order: string[];
 		hidden: string[];
@@ -676,6 +682,7 @@ export const transactions = pgTable(
 		splitGroupId: uuid("split_group_id"),
 		transferId: uuid("transfer_id"),
 		ofxFitId: text("ofx_fit_id"),
+		ofxImportFingerprint: text("ofx_import_fingerprint"),
 		importBatchId: text("import_batch_id"),
 	},
 	(table) => ({
@@ -729,10 +736,12 @@ export const transactions = pgTable(
 		anticipationIdIdx: index("lancamentos_antecipacao_id_idx").on(
 			table.anticipationId,
 		),
-		// Dedup OFX: garante FITID único por usuário
-		ofxFitIdUserIdIdx: uniqueIndex("lancamentos_ofx_fit_id_user_id_idx")
-			.on(table.userId, table.ofxFitId)
-			.where(sql`ofx_fit_id IS NOT NULL`),
+		// Dedup OFX: identifica a transação completa sem assumir FITID único
+		ofxImportFingerprintUserIdIdx: uniqueIndex(
+			"lancamentos_ofx_import_fingerprint_user_id_idx",
+		)
+			.on(table.userId, table.ofxImportFingerprint)
+			.where(sql`ofx_import_fingerprint IS NOT NULL`),
 	}),
 );
 
@@ -847,11 +856,12 @@ export const budgetsRelations = relations(budgets, ({ one }) => ({
 	}),
 }));
 
-export const notesRelations = relations(notes, ({ one }) => ({
+export const notesRelations = relations(notes, ({ one, many }) => ({
 	user: one(user, {
 		fields: [notes.userId],
 		references: [user.id],
 	}),
+	noteAttachments: many(noteAttachments),
 }));
 
 export const savedInsightsRelations = relations(savedInsights, ({ one }) => ({
@@ -972,6 +982,24 @@ export const transactionAttachments = pgTable(
 	}),
 );
 
+export const noteAttachments = pgTable(
+	"anotacao_anexos",
+	{
+		noteId: uuid("anotacao_id")
+			.notNull()
+			.references(() => notes.id, { onDelete: "cascade" }),
+		attachmentId: uuid("anexo_id")
+			.notNull()
+			.references(() => attachments.id, { onDelete: "cascade" }),
+	},
+	(table) => ({
+		pk: primaryKey({ columns: [table.noteId, table.attachmentId] }),
+		attachmentIdIdx: index("anotacao_anexos_anexo_id_idx").on(
+			table.attachmentId,
+		),
+	}),
+);
+
 export const importCategoryMappings = pgTable(
 	"import_category_mappings",
 	{
@@ -1044,6 +1072,7 @@ export const attachmentsRelations = relations(attachments, ({ one, many }) => ({
 		references: [user.id],
 	}),
 	transactionAttachments: many(transactionAttachments),
+	noteAttachments: many(noteAttachments),
 }));
 
 export const transactionAttachmentsRelations = relations(
@@ -1060,8 +1089,23 @@ export const transactionAttachmentsRelations = relations(
 	}),
 );
 
+export const noteAttachmentsRelations = relations(
+	noteAttachments,
+	({ one }) => ({
+		note: one(notes, {
+			fields: [noteAttachments.noteId],
+			references: [notes.id],
+		}),
+		attachment: one(attachments, {
+			fields: [noteAttachments.attachmentId],
+			references: [attachments.id],
+		}),
+	}),
+);
+
 export type Attachment = typeof attachments.$inferSelect;
 export type TransactionAttachment = typeof transactionAttachments.$inferSelect;
+export type NoteAttachment = typeof noteAttachments.$inferSelect;
 
 export const establishmentLogosRelations = relations(
 	establishmentLogos,

src/features/attachments/components/attachment-grid-item.tsx

@@ -162,9 +162,15 @@ export function AttachmentGridItem({
 				</div>
 
 				{/* Data */}
-				<span className="text-xs text-muted-foreground">
-					{formatDate(attachment.purchaseDate)}
-				</span>
+				<div className="flex min-w-0 items-center gap-1 text-xs text-muted-foreground">
+					<span className="shrink-0">
+						{formatDate(attachment.purchaseDate)}
+					</span>
+					<span aria-hidden>·</span>
+					<span className="truncate" title={attachment.payerName}>
+						{attachment.payerName}
+					</span>
+				</div>
 
 				{/* Transação e Valor */}
 				<div className="flex items-start justify-between gap-2">

src/features/attachments/components/attachments-page.tsx

@@ -4,6 +4,8 @@ import {
 	RiAttachmentLine,
 	RiFilePdf2Line,
 	RiImageLine,
+	RiUserLine,
+	RiVerifiedBadgeFill,
 } from "@remixicon/react";
 import { useRouter } from "next/navigation";
 import type React from "react";
@@ -17,9 +19,17 @@ import type { TransactionDialogOptions } from "@/features/transactions/actions/f
 import { fetchTransactionDialogOptionsAction } from "@/features/transactions/actions/fetch-dialog-options";
 import { TransactionDetailsDialog } from "@/features/transactions/components/dialogs/transaction-details-dialog";
 import { TransactionDialog } from "@/features/transactions/components/dialogs/transaction-dialog/transaction-dialog";
+import { PayerSelectContent } from "@/features/transactions/components/select-items";
 import type { TransactionItem } from "@/features/transactions/components/types";
 import { EmptyState } from "@/shared/components/feedback/empty-state";
 import { Card, CardContent } from "@/shared/components/ui/card";
+import {
+	Select,
+	SelectContent,
+	SelectItem,
+	SelectTrigger,
+	SelectValue,
+} from "@/shared/components/ui/select";
 import { cn } from "@/shared/utils/ui";
 
 type FilterType = "all" | "images" | "pdfs";
@@ -73,11 +83,18 @@ const FILTERS: {
 
 interface AttachmentsPageProps {
 	attachments: AttachmentForPeriod[];
+	adminPayerId: string;
 }
 
-export function AttachmentsPage({ attachments }: AttachmentsPageProps) {
+const ALL_PAYERS = "all";
+
+export function AttachmentsPage({
+	attachments,
+	adminPayerId,
+}: AttachmentsPageProps) {
 	const router = useRouter();
 	const [filter, setFilter] = useState<FilterType>("all");
+	const [payerFilter, setPayerFilter] = useState(adminPayerId);
 	const [selectedIndex, setSelectedIndex] = useState(-1);
 	const [transactionDetails, setTransactionDetails] =
 		useState<TransactionItem | null>(null);
@@ -93,21 +110,44 @@ export function AttachmentsPage({ attachments }: AttachmentsPageProps) {
 	const [dialogOptions, setDialogOptions] =
 		useState<TransactionDialogOptions | null>(null);
 
-	const filteredAttachments = attachments.filter((a) => {
+	const payerOptions = Array.from(
+		new Map(
+			attachments.map((attachment) => [
+				attachment.payerId,
+				{
+					value: attachment.payerId,
+					label: attachment.payerName,
+					avatarUrl: attachment.payerAvatarUrl,
+				},
+			]),
+		).values(),
+	).sort((a, b) =>
+		a.label.localeCompare(b.label, "pt-BR", { sensitivity: "base" }),
+	);
+
+	const payerAttachments = attachments.filter(
+		(attachment) =>
+			payerFilter === ALL_PAYERS || attachment.payerId === payerFilter,
+	);
+	const selectedPayer = payerOptions.find(
+		(option) => option.value === payerFilter,
+	);
+
+	const filteredAttachments = payerAttachments.filter((a) => {
 		if (filter === "images") return a.mimeType.startsWith("image/");
 		if (filter === "pdfs") return a.mimeType === "application/pdf";
 		return true;
 	});
 
-	const imageCount = attachments.filter((a) =>
+	const imageCount = payerAttachments.filter((a) =>
 		a.mimeType.startsWith("image/"),
 	).length;
-	const pdfCount = attachments.filter(
+	const pdfCount = payerAttachments.filter(
 		(a) => a.mimeType === "application/pdf",
 	).length;
 
 	const counts: Record<FilterType, number> = {
-		all: attachments.length,
+		all: payerAttachments.length,
 		images: imageCount,
 		pdfs: pdfCount,
 	};
@@ -161,36 +201,98 @@ export function AttachmentsPage({ attachments }: AttachmentsPageProps) {
 									{filter !== "all" &&
 										` · ${FILTERS.find((f) => f.value === filter)?.label.toLowerCase()}`}
 								</p>
-								<div className="flex items-center gap-1 rounded-lg border p-1">
-									{FILTERS.map(({ value, label, icon }) => (
-										<button
-											key={value}
-											type="button"
-											onClick={() => {
-												setFilter(value);
-												setSelectedIndex(-1);
-											}}
-											className={cn(
-												"flex items-center gap-1.5 rounded-md px-2.5 py-1 text-xs font-medium transition-colors",
-												filter === value
-													? "bg-primary text-primary-foreground [&_svg]:opacity-100"
-													: "text-muted-foreground hover:text-foreground",
-											)}
+								<div className="flex w-full flex-wrap items-center justify-end gap-2 sm:w-auto">
+									<Select
+										value={payerFilter}
+										onValueChange={(value) => {
+											setPayerFilter(value);
+											setSelectedIndex(-1);
+										}}
+									>
+										<SelectTrigger
+											size="sm"
+											className="min-w-44 flex-1 sm:flex-none"
 										>
-											<span className={cn(filter !== value && "opacity-60")}>
-												{icon}
-											</span>
-											{label}{" "}
-											<span
+											<SelectValue placeholder="Pessoa">
+												{payerFilter === ALL_PAYERS ? (
+													<span className="flex items-center gap-2">
+														<RiUserLine className="size-4" />
+														Todas as pessoas
+													</span>
+												) : selectedPayer ? (
+													<span className="flex items-center gap-1.5">
+														<PayerSelectContent
+															label={selectedPayer.label}
+															avatarUrl={selectedPayer.avatarUrl}
+														/>
+														{selectedPayer.value === adminPayerId && (
+															<RiVerifiedBadgeFill
+																className="size-4 text-blue-500"
+																aria-label="Pessoa principal"
+															/>
+														)}
+													</span>
+												) : null}
+											</SelectValue>
+										</SelectTrigger>
+										<SelectContent align="end">
+											<SelectItem value={ALL_PAYERS}>
+												<span className="flex items-center gap-2">
+													<span className="flex size-6 items-center justify-center rounded-full bg-muted">
+														<RiUserLine className="size-3.5" />
+													</span>
+													Todas as pessoas
+												</span>
+											</SelectItem>
+											{payerOptions.map((option) => (
+												<SelectItem key={option.value} value={option.value}>
+													<span className="flex items-center gap-1.5">
+														<PayerSelectContent
+															label={option.label}
+															avatarUrl={option.avatarUrl}
+														/>
+														{option.value === adminPayerId && (
+															<RiVerifiedBadgeFill
+																className="size-4 text-blue-500"
+																aria-label="Pessoa principal"
+															/>
+														)}
+													</span>
+												</SelectItem>
+											))}
+										</SelectContent>
+									</Select>
+									<div className="flex items-center gap-1 rounded-lg border p-1">
+										{FILTERS.map(({ value, label, icon }) => (
+											<button
+												key={value}
+												type="button"
+												onClick={() => {
+													setFilter(value);
+													setSelectedIndex(-1);
+												}}
 												className={cn(
-													"tabular-nums",
-													filter === value ? "opacity-80" : "opacity-60",
+													"flex items-center gap-1.5 rounded-md px-2.5 py-1 text-xs font-medium transition-colors",
+													filter === value
+														? "bg-primary text-primary-foreground [&_svg]:opacity-100"
+														: "text-muted-foreground hover:text-foreground",
 												)}
 											>
-												({counts[value]})
-											</span>
-										</button>
-									))}
+												<span className={cn(filter !== value && "opacity-60")}>
+													{icon}
+												</span>
+												{label}{" "}
+												<span
+													className={cn(
+														"tabular-nums",
+														filter === value ? "opacity-80" : "opacity-60",
+													)}
+												>
+													({counts[value]})
+												</span>
+											</button>
+										))}
+									</div>
 								</div>
 							</div>
 
@@ -199,7 +301,11 @@ export function AttachmentsPage({ attachments }: AttachmentsPageProps) {
 									<EmptyState
 										media={<RiAttachmentLine className="size-6 text-primary" />}
 										title="Nenhum anexo encontrado"
-										description="Não há anexos do tipo selecionado neste mês."
+										description={
+											payerAttachments.length === 0
+												? "Não há anexos desta pessoa neste mês."
+												: "Não há anexos do tipo selecionado neste mês."
+										}
 									/>
 								</div>
 							) : (

src/features/attachments/queries.ts

@@ -3,6 +3,7 @@ import { cacheLife, cacheTag } from "next/cache";
 import {
 	attachments,
 	categories,
+	payers,
 	transactionAttachments,
 	transactions,
 } from "@/db/schema";
@@ -21,11 +22,20 @@ export type AttachmentForPeriod = {
 	purchaseDate: Date;
 	categoryName: string | null;
 	categoryIcon: string | null;
+	payerId: string;
+	payerName: string;
+	payerAvatarUrl: string | null;
+};
+
+export type AttachmentsPageData = {
+	attachments: AttachmentForPeriod[];
+	adminPayerId: string;
 };
 
 export async function fetchAttachmentsForPeriod(
 	userId: string,
 	period: string,
+	payerScope?: string | "all",
 ): Promise<AttachmentForPeriod[]> {
 	"use cache";
 	cacheTag(`dashboard-${userId}`);
@@ -33,8 +43,9 @@ export async function fetchAttachmentsForPeriod(
 
 	const adminPayerId = await getAdminPayerId(userId);
 	if (!adminPayerId) return [];
+	const payerId = payerScope ?? adminPayerId;
 
-	return db
+	const rows = await db
 		.select({
 			attachmentId: attachments.id,
 			fileName: attachments.fileName,
@@ -47,6 +58,9 @@ export async function fetchAttachmentsForPeriod(
 			purchaseDate: transactions.purchaseDate,
 			categoryName: categories.name,
 			categoryIcon: categories.icon,
+			payerId: payers.id,
+			payerName: payers.name,
+			payerAvatarUrl: payers.avatarUrl,
 		})
 		.from(transactionAttachments)
 		.innerJoin(
@@ -61,10 +75,32 @@ export async function fetchAttachmentsForPeriod(
 			and(
 				eq(transactionAttachments.transactionId, transactions.id),
 				eq(transactions.userId, userId),
-				eq(transactions.payerId, adminPayerId),
 				eq(transactions.period, period),
+				payerId === "all" ? undefined : eq(transactions.payerId, payerId),
+			),
+		)
+		.innerJoin(
+			payers,
+			and(eq(transactions.payerId, payers.id), eq(payers.userId, userId)),
+		)
+		.leftJoin(
+			categories,
+			and(
+				eq(transactions.categoryId, categories.id),
+				eq(categories.userId, userId),
 			),
 		)
-		.leftJoin(categories, eq(transactions.categoryId, categories.id))
 		.orderBy(desc(transactions.purchaseDate), desc(attachments.id));
+
+	return rows;
+}
+
+export async function fetchAttachmentsPageData(
+	userId: string,
+	period: string,
+): Promise<AttachmentsPageData | null> {
+	const adminPayerId = await getAdminPayerId(userId);
+	if (!adminPayerId) return null;
+	const rows = await fetchAttachmentsForPeriod(userId, period, "all");
+	return { attachments: rows, adminPayerId };
 }

src/features/dashboard/categories/category-details-queries.ts

@@ -36,6 +36,7 @@ export async function fetchCategoryDetails(
 	userId: string,
 	categoryId: string,
 	period: string,
+	hideAnticipatedInstallments = false,
 ): Promise<CategoryDetailData | null> {
 	const category = await db.query.categories.findFirst({
 		where: and(eq(categories.userId, userId), eq(categories.id, categoryId)),
@@ -63,6 +64,14 @@ export async function fetchCategoryDetails(
 					eq(transactions.transactionType, transactionType),
 					eq(transactions.period, period),
 					eq(transactions.payerId, adminPayerId),
+					...(hideAnticipatedInstallments
+						? [
+								or(
+									isNull(transactions.isAnticipated),
+									eq(transactions.isAnticipated, false),
+								),
+							]
+						: []),
 					...(isInvoiceCategory ? [] : [sanitizedNote]),
 				),
 				with: {

src/features/dashboard/components/widgets/category-trends-widget.tsx

@@ -6,6 +6,7 @@ import {
 	RiHistoryLine,
 	RiLineChartLine,
 } from "@remixicon/react";
+import Link from "next/link";
 import type { DashboardCategoryBreakdownItem } from "@/features/dashboard/categories/category-breakdown-helpers";
 import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
@@ -13,14 +14,18 @@ import { CategoryIconBadge } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
 import { WidgetEmptyState } from "@/shared/components/widgets/widget-empty-state";
 import { formatPercentage } from "@/shared/utils/percentage";
+import { formatPeriodForUrl } from "@/shared/utils/period";
 
 type CategoryTrendsWidgetProps = {
 	categories: DashboardCategoryBreakdownItem[];
+	period: string;
 };
 
 export function CategoryTrendsWidget({
 	categories,
+	period,
 }: CategoryTrendsWidgetProps) {
+	const periodParam = formatPeriodForUrl(period);
 	const trending = categories
 		.filter((c) => c.percentageChange !== null && c.previousAmount > 0)
 		.sort(
@@ -53,7 +58,12 @@ export function CategoryTrendsWidget({
 								size="md"
 							/>
 							<div className={styles.textStack}>
-								<p className={styles.title}>{category.categoryName}</p>
+								<Link
+									href={`/categories/${category.categoryId}?periodo=${periodParam}`}
+									className={styles.titleLink}
+								>
+									<span className="truncate">{category.categoryName}</span>
+								</Link>
 								<p className={styles.meta}>
 									<span
 										className="inline-flex items-center gap-1"

src/features/dashboard/notes/notes-mappers.ts

@@ -9,6 +9,7 @@ const mapDashboardNoteToNote = (note: DashboardNote): Note => ({
 	tasks: note.tasks,
 	archived: note.archived,
 	createdAt: note.createdAt,
+	attachments: [],
 });
 
 export const mapDashboardNotesToNotes = (notes: DashboardNote[]) =>

src/features/dashboard/widget-registry/widget-config.tsx

@@ -174,9 +174,10 @@ export const widgetsConfig: WidgetConfig[] = [
 		title: "Tendências de categorias",
 		subtitle: "Top 10 maiores variações vs. mês anterior",
 		icon: <RiLineChartLine className="size-4" />,
-		component: ({ data }) => (
+		component: ({ data, period }) => (
 			<CategoryTrendsWidget
 				categories={data.expensesByCategoryData.categories}
+				period={period}
 			/>
 		),
 	},

src/features/landing/components/landing-navbar.tsx

@@ -0,0 +1,103 @@
+import { headers } from "next/headers";
+import Link from "next/link";
+import { Suspense } from "react";
+import { AnimatedThemeToggler } from "@/shared/components/animated-theme-toggler";
+import { NavbarShell } from "@/shared/components/navigation/navbar/navbar-shell";
+import { Button } from "@/shared/components/ui/button";
+import { getOptionalUserSession } from "@/shared/lib/auth/server";
+import { isSignupDisabled } from "@/shared/lib/auth/signup";
+import { navLinks } from "../constants";
+import { MobileNav } from "./mobile-nav";
+
+async function LandingNavbarControls() {
+	const [session, headersList] = await Promise.all([
+		getOptionalUserSession(),
+		headers(),
+	]);
+	const hostname = headersList.get("host")?.replace(/:\d+$/, "");
+	const publicDomain = process.env.PUBLIC_DOMAIN?.replace(
+		/^https?:\/\//,
+		"",
+	).replace(/:\d+$/, "");
+	const isPublicDomain = !!(publicDomain && hostname === publicDomain);
+	const signupDisabled = isSignupDisabled();
+
+	return (
+		<>
+			{!isPublicDomain &&
+				(session?.user ? (
+					<Link prefetch href="/dashboard" className="hidden md:block">
+						<Button
+							variant="navbar"
+							size="sm"
+							className="h-9 text-primary-foreground/75 hover:bg-primary-foreground/10 hover:text-primary-foreground shadow-none dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
+						>
+							Dashboard
+						</Button>
+					</Link>
+				) : (
+					<div className="hidden md:flex items-center gap-1">
+						<Link href="/login">
+							<Button
+								variant="ghost"
+								size="sm"
+								className="h-9 text-primary-foreground/75 hover:bg-primary-foreground/10 hover:text-primary-foreground shadow-none dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
+							>
+								Entrar
+							</Button>
+						</Link>
+						{!signupDisabled && (
+							<Link href="/signup">
+								<Button
+									variant="ghost"
+									size="sm"
+									className="h-9 text-primary-foreground/75 hover:bg-primary-foreground/10 hover:text-primary-foreground shadow-none dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
+								>
+									Começar
+								</Button>
+							</Link>
+						)}
+					</div>
+				))}
+			<MobileNav
+				isPublicDomain={isPublicDomain}
+				isLoggedIn={!!session?.user}
+				signupDisabled={signupDisabled}
+			/>
+		</>
+	);
+}
+
+function LandingNavbarControlsFallback() {
+	return (
+		<>
+			<div className="hidden h-9 w-36 md:block" aria-hidden="true" />
+			<MobileNav isPublicDomain isLoggedIn={false} signupDisabled />
+		</>
+	);
+}
+
+export function LandingNavbar() {
+	return (
+		<NavbarShell>
+			<nav className="hidden md:flex items-center gap-1 absolute left-1/2 top-1/2 -translate-x-1/2 -translate-y-1/2">
+				{navLinks.map(({ href, label }) => (
+					<Link
+						key={href}
+						href={href}
+						className="inline-flex h-9 items-center justify-center rounded-md px-2 text-sm font-medium leading-none text-primary-foreground/75 transition-colors hover:bg-primary-foreground/10 hover:text-primary-foreground dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
+					>
+						{label}
+					</Link>
+				))}
+			</nav>
+
+			<nav className="ml-auto flex items-center gap-1">
+				<AnimatedThemeToggler variant="navbar" />
+				<Suspense fallback={<LandingNavbarControlsFallback />}>
+					<LandingNavbarControls />
+				</Suspense>
+			</nav>
+		</NavbarShell>
+	);
+}

src/features/landing/queries.ts

@@ -1,11 +1,22 @@
+import { cacheLife } from "next/cache";
+
+export async function getLandingCopyrightYear(): Promise<number> {
+	"use cache";
+	cacheLife({ revalidate: 86_400 });
+
+	return new Date().getFullYear();
+}
+
 export async function fetchGitHubStats(): Promise<{
 	stars: number;
 	forks: number;
 }> {
+	"use cache";
+	cacheLife({ revalidate: 3600 });
+
 	try {
 		const res = await fetch(
 			"https://api.github.com/repos/felipegcoutinho/openmonetis",
-			{ next: { revalidate: 3600 } },
 		);
 		if (!res.ok) return { stars: 200, forks: 60 };
 		const data = await res.json();

src/features/notes/actions.ts

@@ -1,8 +1,8 @@
 "use server";
 
-import { and, eq } from "drizzle-orm";
+import { and, eq, inArray } from "drizzle-orm";
 import { z } from "zod";
-import { notes } from "@/db/schema";
+import { attachments, noteAttachments, notes } from "@/db/schema";
 import {
 	handleActionError,
 	revalidateForEntity,
@@ -10,6 +10,7 @@ import {
 import { getUser } from "@/shared/lib/auth/server";
 import { db } from "@/shared/lib/db";
 import { uuidSchema } from "@/shared/lib/schemas/common";
+import { deleteS3Object } from "@/shared/lib/storage/presign";
 import type { ActionResult } from "@/shared/lib/types/actions";
 
 const taskSchema = z.object({
@@ -70,25 +71,42 @@ type NoteDeleteInput = z.infer<typeof deleteNoteSchema>;
 
 export async function createNoteAction(
 	input: NoteCreateInput,
-): Promise<ActionResult> {
+): Promise<ActionResult<{ noteId: string }>> {
 	try {
 		const user = await getUser();
 		const data = createNoteSchema.parse(input);
 
-		await db.insert(notes).values({
-			title: data.title,
-			description: data.description,
-			type: data.type,
-			tasks:
-				data.tasks && data.tasks.length > 0 ? JSON.stringify(data.tasks) : null,
-			userId: user.id,
-		});
+		const [created] = await db
+			.insert(notes)
+			.values({
+				title: data.title,
+				description: data.description,
+				type: data.type,
+				tasks:
+					data.tasks && data.tasks.length > 0
+						? JSON.stringify(data.tasks)
+						: null,
+				userId: user.id,
+			})
+			.returning({ id: notes.id });
+
+		if (!created) {
+			return { success: false, error: "Não foi possível criar a anotação." };
+		}
 
 		revalidateForEntity("notes", user.id);
 
-		return { success: true, message: "Anotação criada com sucesso." };
+		return {
+			success: true,
+			message: "Anotação criada com sucesso.",
+			data: { noteId: created.id },
+		};
 	} catch (error) {
-		return handleActionError(error);
+		const result = handleActionError(error);
+		return {
+			success: false,
+			error: result.success ? "Ocorreu um erro inesperado." : result.error,
+		};
 	}
 }
 
@@ -135,6 +153,25 @@ export async function deleteNoteAction(
 		const user = await getUser();
 		const data = deleteNoteSchema.parse(input);
 
+		const linkedAttachments = await db
+			.select({ id: attachments.id, fileKey: attachments.fileKey })
+			.from(noteAttachments)
+			.innerJoin(
+				attachments,
+				and(
+					eq(noteAttachments.attachmentId, attachments.id),
+					eq(attachments.userId, user.id),
+				),
+			)
+			.innerJoin(
+				notes,
+				and(
+					eq(noteAttachments.noteId, notes.id),
+					eq(notes.id, data.id),
+					eq(notes.userId, user.id),
+				),
+			);
+
 		const [deleted] = await db
 			.delete(notes)
 			.where(and(eq(notes.id, data.id), eq(notes.userId, user.id)))
@@ -147,6 +184,23 @@ export async function deleteNoteAction(
 			};
 		}
 
+		if (linkedAttachments.length > 0) {
+			await Promise.all(
+				linkedAttachments.map((attachment) =>
+					deleteS3Object(attachment.fileKey),
+				),
+			);
+			await db.delete(attachments).where(
+				and(
+					eq(attachments.userId, user.id),
+					inArray(
+						attachments.id,
+						linkedAttachments.map((attachment) => attachment.id),
+					),
+				),
+			);
+		}
+
 		revalidateForEntity("notes", user.id);
 
 		return { success: true, message: "Anotação removida com sucesso." };

src/features/notes/actions/attachments.ts

@@ -0,0 +1,279 @@
+"use server";
+
+import crypto, { randomUUID } from "node:crypto";
+import { and, eq } from "drizzle-orm";
+import { z } from "zod/v4";
+import {
+	attachments,
+	noteAttachments,
+	notes,
+	userPreferences,
+} from "@/db/schema";
+import {
+	handleActionError,
+	revalidateForEntity,
+} from "@/shared/lib/actions/helpers";
+import {
+	ALLOWED_MIME_TYPES,
+	ATTACHMENT_SIZE_OPTIONS,
+} from "@/shared/lib/attachments/config";
+import { getUser } from "@/shared/lib/auth/server";
+import { db } from "@/shared/lib/db";
+import {
+	createPresignedPutUrl,
+	deleteS3Object,
+	headS3Object,
+} from "@/shared/lib/storage/presign";
+import type { ActionResult } from "@/shared/lib/types/actions";
+
+const UPLOAD_TOKEN_EXPIRY_SECONDS = 10 * 60;
+const MAX_NOTE_FILE_SIZE = Math.max(...ATTACHMENT_SIZE_OPTIONS) * 1024 * 1024;
+
+const presignSchema = z.object({
+	noteId: z.string().uuid(),
+	fileName: z.string().min(1).max(255),
+	mimeType: z.enum(ALLOWED_MIME_TYPES),
+	fileSize: z.number().positive().max(MAX_NOTE_FILE_SIZE),
+});
+
+const tokenPayloadSchema = presignSchema.extend({
+	userId: z.string().min(1),
+	fileKey: z.string().min(1),
+	exp: z.number().int(),
+});
+
+type UploadTokenPayload = z.infer<typeof tokenPayloadSchema>;
+
+type PresignResult =
+	| { success: true; presignedUrl: string; uploadToken: string }
+	| { success: false; error: string };
+
+export type NoteAttachmentData = {
+	attachmentId: string;
+	fileName: string;
+	fileSize: number;
+	mimeType: string;
+};
+
+function getUploadTokenSecret(): string {
+	const secret = process.env.BETTER_AUTH_SECRET;
+	if (!secret) throw new Error("BETTER_AUTH_SECRET is required.");
+	return secret;
+}
+
+function encode(value: string): string {
+	return Buffer.from(value).toString("base64url");
+}
+
+function signUploadToken(payload: UploadTokenPayload): string {
+	const encoded = encode(JSON.stringify(payload));
+	const signature = crypto
+		.createHmac("sha256", getUploadTokenSecret())
+		.update(encoded)
+		.digest("base64url");
+	return `${encoded}.${signature}`;
+}
+
+function verifyUploadToken(token: string): UploadTokenPayload | null {
+	try {
+		const [encoded, signature] = token.split(".");
+		if (!encoded || !signature) return null;
+		const expected = crypto
+			.createHmac("sha256", getUploadTokenSecret())
+			.update(encoded)
+			.digest("base64url");
+		if (
+			signature.length !== expected.length ||
+			!crypto.timingSafeEqual(Buffer.from(signature), Buffer.from(expected))
+		) {
+			return null;
+		}
+		const parsed = tokenPayloadSchema.safeParse(
+			JSON.parse(Buffer.from(encoded, "base64url").toString("utf8")),
+		);
+		if (!parsed.success || parsed.data.exp < Math.floor(Date.now() / 1000)) {
+			return null;
+		}
+		if (!parsed.data.fileKey.startsWith(`${parsed.data.userId}/`)) return null;
+		return parsed.data;
+	} catch {
+		return null;
+	}
+}
+
+async function findOwnedNote(noteId: string, userId: string) {
+	const [note] = await db
+		.select({ id: notes.id, type: notes.type })
+		.from(notes)
+		.where(and(eq(notes.id, noteId), eq(notes.userId, userId)));
+	return note?.type === "nota" ? note : null;
+}
+
+async function getAttachmentLimitBytes(userId: string): Promise<number> {
+	const [preferences] = await db
+		.select({ maxSizeMb: userPreferences.attachmentMaxSizeMb })
+		.from(userPreferences)
+		.where(eq(userPreferences.userId, userId));
+	return (preferences?.maxSizeMb ?? 50) * 1024 * 1024;
+}
+
+export async function getPresignedNoteAttachmentUploadUrlAction(input: {
+	noteId: string;
+	fileName: string;
+	mimeType: string;
+	fileSize: number;
+}): Promise<PresignResult> {
+	try {
+		const user = await getUser();
+		const data = presignSchema.parse(input);
+		if (data.fileSize > (await getAttachmentLimitBytes(user.id))) {
+			return {
+				success: false,
+				error: "O arquivo excede o limite configurado para anexos.",
+			};
+		}
+		if (!(await findOwnedNote(data.noteId, user.id))) {
+			return { success: false, error: "Nota não encontrada." };
+		}
+
+		const extensions: Record<(typeof ALLOWED_MIME_TYPES)[number], string> = {
+			"application/pdf": "pdf",
+			"image/jpeg": "jpg",
+			"image/png": "png",
+			"image/webp": "webp",
+		};
+		const extension = extensions[data.mimeType];
+		const fileKey = `${user.id}/${randomUUID()}.${extension}`;
+		const presignedUrl = await createPresignedPutUrl(fileKey, data.mimeType);
+		const uploadToken = signUploadToken({
+			...data,
+			userId: user.id,
+			fileKey,
+			exp: Math.floor(Date.now() / 1000) + UPLOAD_TOKEN_EXPIRY_SECONDS,
+		});
+		return { success: true, presignedUrl, uploadToken };
+	} catch (error) {
+		const result = handleActionError(error);
+		return {
+			success: false,
+			error: result.success ? "Algo deu errado." : result.error,
+		};
+	}
+}
+
+export async function confirmNoteAttachmentUploadAction(input: {
+	uploadToken: string;
+}): Promise<ActionResult<NoteAttachmentData>> {
+	try {
+		const user = await getUser();
+		const payload = verifyUploadToken(input.uploadToken);
+		if (!payload || payload.userId !== user.id) {
+			return { success: false, error: "Upload de anexo inválido ou expirado." };
+		}
+		if (!(await findOwnedNote(payload.noteId, user.id))) {
+			return { success: false, error: "Nota não encontrada." };
+		}
+
+		const metadata = await headS3Object(payload.fileKey);
+		if (
+			!metadata.contentLength ||
+			metadata.contentLength !== payload.fileSize ||
+			metadata.contentLength > MAX_NOTE_FILE_SIZE ||
+			metadata.contentType !== payload.mimeType
+		) {
+			return {
+				success: false,
+				error: "O arquivo enviado não confere com o upload autorizado.",
+			};
+		}
+
+		const [attachment] = await db
+			.insert(attachments)
+			.values({
+				userId: user.id,
+				fileKey: payload.fileKey,
+				fileName: payload.fileName,
+				fileSize: payload.fileSize,
+				mimeType: payload.mimeType,
+			})
+			.returning({ id: attachments.id });
+		if (!attachment)
+			return { success: false, error: "Não foi possível salvar o anexo." };
+
+		await db.insert(noteAttachments).values({
+			noteId: payload.noteId,
+			attachmentId: attachment.id,
+		});
+		revalidateForEntity("notes", user.id);
+		return {
+			success: true,
+			message: "Anexo enviado.",
+			data: {
+				attachmentId: attachment.id,
+				fileName: payload.fileName,
+				fileSize: payload.fileSize,
+				mimeType: payload.mimeType,
+			},
+		};
+	} catch (error) {
+		const result = handleActionError(error);
+		return {
+			success: false,
+			error: result.success ? "Ocorreu um erro inesperado." : result.error,
+		};
+	}
+}
+
+export async function removeNoteAttachmentAction(input: {
+	noteId: string;
+	attachmentId: string;
+}): Promise<ActionResult> {
+	try {
+		const user = await getUser();
+		const data = z
+			.object({ noteId: z.string().uuid(), attachmentId: z.string().uuid() })
+			.parse(input);
+		if (!(await findOwnedNote(data.noteId, user.id))) {
+			return { success: false, error: "Nota não encontrada." };
+		}
+		const [attachment] = await db
+			.select({ fileKey: attachments.fileKey })
+			.from(noteAttachments)
+			.innerJoin(
+				attachments,
+				and(
+					eq(noteAttachments.attachmentId, attachments.id),
+					eq(attachments.userId, user.id),
+				),
+			)
+			.where(
+				and(
+					eq(noteAttachments.noteId, data.noteId),
+					eq(noteAttachments.attachmentId, data.attachmentId),
+				),
+			);
+		if (!attachment) return { success: false, error: "Anexo não encontrado." };
+
+		await db
+			.delete(noteAttachments)
+			.where(
+				and(
+					eq(noteAttachments.noteId, data.noteId),
+					eq(noteAttachments.attachmentId, data.attachmentId),
+				),
+			);
+		await deleteS3Object(attachment.fileKey);
+		await db
+			.delete(attachments)
+			.where(
+				and(
+					eq(attachments.id, data.attachmentId),
+					eq(attachments.userId, user.id),
+				),
+			);
+		revalidateForEntity("notes", user.id);
+		return { success: true, message: "Anexo removido." };
+	} catch (error) {
+		return handleActionError(error);
+	}
+}

src/features/notes/components/note-attachments-field.tsx

@@ -0,0 +1,345 @@
+"use client";
+
+import {
+	RiAttachment2,
+	RiCloseLine,
+	RiDeleteBinLine,
+	RiDownloadLine,
+	RiFileImageLine,
+	RiFilePdf2Line,
+} from "@remixicon/react";
+import { useRef, useState } from "react";
+import { toast } from "sonner";
+import {
+	confirmNoteAttachmentUploadAction,
+	getPresignedNoteAttachmentUploadUrlAction,
+	removeNoteAttachmentAction,
+} from "@/features/notes/actions/attachments";
+import type { NoteAttachment } from "@/features/notes/components/types";
+import { Button } from "@/shared/components/ui/button";
+import {
+	Dialog,
+	DialogClose,
+	DialogContent,
+	DialogDescription,
+	DialogFooter,
+	DialogHeader,
+	DialogTitle,
+} from "@/shared/components/ui/dialog";
+import {
+	ALLOWED_MIME_TYPES,
+	DEFAULT_MAX_FILE_SIZE_MB,
+} from "@/shared/lib/attachments/config";
+
+type UploadResult =
+	| { success: true; attachment: NoteAttachment }
+	| { success: false; error: string };
+
+export async function uploadNoteAttachment(
+	noteId: string,
+	file: File,
+): Promise<UploadResult> {
+	try {
+		const presign = await getPresignedNoteAttachmentUploadUrlAction({
+			noteId,
+			fileName: file.name,
+			fileSize: file.size,
+			mimeType: file.type,
+		});
+		if (!presign.success) return presign;
+
+		const uploaded = await fetch(presign.presignedUrl, {
+			method: "PUT",
+			body: file,
+			headers: { "Content-Type": file.type },
+		});
+		if (!uploaded.ok) {
+			return { success: false, error: "Não foi possível enviar o arquivo." };
+		}
+
+		const confirmed = await confirmNoteAttachmentUploadAction({
+			uploadToken: presign.uploadToken,
+		});
+		if (!confirmed.success || !confirmed.data) {
+			return {
+				success: false,
+				error: confirmed.success
+					? "Não foi possível salvar o anexo."
+					: confirmed.error,
+			};
+		}
+		return { success: true, attachment: confirmed.data };
+	} catch {
+		return {
+			success: false,
+			error: "Não foi possível enviar o arquivo agora.",
+		};
+	}
+}
+
+function formatBytes(bytes: number): string {
+	if (bytes < 1024) return `${bytes} B`;
+	if (bytes < 1024 * 1024) return `${(bytes / 1024).toFixed(1)} KB`;
+	return `${(bytes / (1024 * 1024)).toFixed(1)} MB`;
+}
+
+function validateFile(file: File, maxSizeMb: number): string | null {
+	if (
+		!ALLOWED_MIME_TYPES.includes(
+			file.type as (typeof ALLOWED_MIME_TYPES)[number],
+		)
+	) {
+		return "Tipo não suportado. Use PDF, JPEG, PNG ou WebP.";
+	}
+	if (file.size > maxSizeMb * 1024 * 1024) {
+		return `O arquivo deve ter no máximo ${maxSizeMb}MB.`;
+	}
+	return null;
+}
+
+interface NoteAttachmentsFieldProps {
+	noteId?: string;
+	attachments: NoteAttachment[];
+	pendingFiles: File[];
+	onAttachmentsChange: (attachments: NoteAttachment[]) => void;
+	onPendingFilesChange: (files: File[]) => void;
+	onBusyChange?: (busy: boolean) => void;
+	maxSizeMb?: number;
+	disabled?: boolean;
+	readonly?: boolean;
+}
+
+export function NoteAttachmentsField({
+	noteId,
+	attachments,
+	pendingFiles,
+	onAttachmentsChange,
+	onPendingFilesChange,
+	onBusyChange,
+	maxSizeMb = DEFAULT_MAX_FILE_SIZE_MB,
+	disabled = false,
+	readonly = false,
+}: NoteAttachmentsFieldProps) {
+	const inputRef = useRef<HTMLInputElement>(null);
+	const [uploading, setUploading] = useState(false);
+	const [removing, setRemoving] = useState<NoteAttachment | null>(null);
+	const [isRemoving, setIsRemoving] = useState(false);
+	const [openingId, setOpeningId] = useState<string | null>(null);
+
+	async function addFiles(files: File[]) {
+		const valid: File[] = [];
+		for (const file of files) {
+			const error = validateFile(file, maxSizeMb);
+			if (error) toast.error(`${file.name}: ${error}`);
+			else valid.push(file);
+		}
+		if (valid.length === 0) return;
+
+		if (!noteId) {
+			onPendingFilesChange([...pendingFiles, ...valid]);
+			return;
+		}
+
+		setUploading(true);
+		onBusyChange?.(true);
+		const added: NoteAttachment[] = [];
+		for (const file of valid) {
+			const result = await uploadNoteAttachment(noteId, file);
+			if (result.success) added.push(result.attachment);
+			else toast.error(`${file.name}: ${result.error}`);
+		}
+		setUploading(false);
+		onBusyChange?.(false);
+		if (added.length > 0) {
+			onAttachmentsChange([...attachments, ...added]);
+			toast.success(
+				added.length === 1
+					? "Anexo enviado."
+					: `${added.length} anexos enviados.`,
+			);
+		}
+	}
+
+	async function downloadAttachment(attachment: NoteAttachment) {
+		setOpeningId(attachment.attachmentId);
+		try {
+			const response = await fetch(
+				`/api/attachments/${attachment.attachmentId}/presign`,
+			);
+			if (!response.ok) throw new Error();
+			const { url } = (await response.json()) as { url: string };
+			const anchor = document.createElement("a");
+			anchor.href = url;
+			anchor.download = attachment.fileName;
+			anchor.target = "_blank";
+			anchor.rel = "noreferrer";
+			anchor.click();
+		} catch {
+			toast.error("Não foi possível baixar o anexo agora.");
+		} finally {
+			setOpeningId(null);
+		}
+	}
+
+	async function confirmRemove() {
+		if (!noteId || !removing) return;
+		setIsRemoving(true);
+		onBusyChange?.(true);
+		const result = await removeNoteAttachmentAction({
+			noteId,
+			attachmentId: removing.attachmentId,
+		});
+		setIsRemoving(false);
+		onBusyChange?.(false);
+		if (result.success) {
+			onAttachmentsChange(
+				attachments.filter(
+					(item) => item.attachmentId !== removing.attachmentId,
+				),
+			);
+			setRemoving(null);
+			toast.success(result.message);
+		} else {
+			toast.error(result.error);
+		}
+	}
+
+	return (
+		<div className="space-y-1.5">
+			<p className="text-xs font-medium">Anexos</p>
+			<input
+				ref={inputRef}
+				type="file"
+				multiple
+				className="hidden"
+				accept={ALLOWED_MIME_TYPES.join(",")}
+				onChange={(event) => {
+					void addFiles(Array.from(event.target.files ?? []));
+					event.target.value = "";
+				}}
+			/>
+
+			{attachments.length > 0 && (
+				<div className="space-y-1.5">
+					{attachments.map((attachment) => (
+						<div
+							key={attachment.attachmentId}
+							className="flex min-w-0 items-center gap-2 rounded-md border px-3 py-2 text-sm"
+						>
+							{attachment.mimeType === "application/pdf" ? (
+								<RiFilePdf2Line className="size-4 shrink-0 text-red-500" />
+							) : (
+								<RiFileImageLine className="size-4 shrink-0 text-blue-500" />
+							)}
+							<div className="min-w-0 flex-1">
+								<p className="truncate font-medium" title={attachment.fileName}>
+									{attachment.fileName}
+								</p>
+								<p className="text-xs text-muted-foreground">
+									{formatBytes(attachment.fileSize)}
+								</p>
+							</div>
+							<Button
+								type="button"
+								variant="ghost"
+								size="icon"
+								className="size-7 shrink-0"
+								disabled={openingId === attachment.attachmentId}
+								onClick={() => void downloadAttachment(attachment)}
+								aria-label={`Baixar ${attachment.fileName}`}
+							>
+								<RiDownloadLine className="size-4" />
+							</Button>
+							{!readonly && (
+								<Button
+									type="button"
+									variant="ghost"
+									size="icon"
+									className="size-7 shrink-0 text-destructive hover:text-destructive"
+									disabled={disabled}
+									onClick={() => setRemoving(attachment)}
+									aria-label={`Remover ${attachment.fileName}`}
+								>
+									<RiDeleteBinLine className="size-4" />
+								</Button>
+							)}
+						</div>
+					))}
+				</div>
+			)}
+
+			{pendingFiles.map((file, index) => (
+				<div
+					key={`${file.name}-${file.size}-${file.lastModified}-${index}`}
+					className="flex min-w-0 items-center gap-2 rounded-md border border-dashed px-3 py-2 text-sm"
+				>
+					<RiAttachment2 className="size-4 shrink-0 text-muted-foreground" />
+					<div className="min-w-0 flex-1">
+						<p className="truncate font-medium">{file.name}</p>
+						<p className="text-xs text-muted-foreground">
+							Será enviado ao salvar
+						</p>
+					</div>
+					<Button
+						type="button"
+						variant="ghost"
+						size="icon"
+						className="size-7 shrink-0"
+						onClick={() =>
+							onPendingFilesChange(
+								pendingFiles.filter((_, fileIndex) => fileIndex !== index),
+							)
+						}
+						aria-label={`Cancelar ${file.name}`}
+					>
+						<RiCloseLine className="size-4" />
+					</Button>
+				</div>
+			))}
+
+			{!readonly && (
+				<button
+					type="button"
+					className="flex min-h-16 w-full items-center justify-center gap-2 rounded-md border border-dashed px-3 text-sm text-muted-foreground transition-colors hover:border-foreground/40 hover:text-foreground disabled:pointer-events-none disabled:opacity-50"
+					onClick={() => inputRef.current?.click()}
+					disabled={disabled || uploading}
+				>
+					<RiAttachment2 className="size-4" />
+					<span>{uploading ? "Enviando..." : "Adicionar anexos"}</span>
+					<span className="hidden text-xs sm:inline">
+						PDF ou imagem · máx. {maxSizeMb} MB
+					</span>
+				</button>
+			)}
+
+			<Dialog
+				open={Boolean(removing)}
+				onOpenChange={(open) => !open && setRemoving(null)}
+			>
+				<DialogContent className="sm:max-w-sm">
+					<DialogHeader>
+						<DialogTitle>Remover anexo?</DialogTitle>
+						<DialogDescription>
+							O arquivo {removing?.fileName} será removido desta nota.
+						</DialogDescription>
+					</DialogHeader>
+					<DialogFooter>
+						<DialogClose asChild>
+							<Button type="button" variant="outline" disabled={isRemoving}>
+								Cancelar
+							</Button>
+						</DialogClose>
+						<Button
+							type="button"
+							variant="destructive"
+							disabled={isRemoving}
+							onClick={() => void confirmRemove()}
+						>
+							{isRemoving ? "Removendo..." : "Remover"}
+						</Button>
+					</DialogFooter>
+				</DialogContent>
+			</Dialog>
+		</div>
+	);
+}

src/features/notes/components/note-card.tsx

@@ -2,6 +2,7 @@
 
 import {
 	RiArchiveLine,
+	RiAttachment2,
 	RiCheckLine,
 	RiDeleteBin5Line,
 	RiFileList2Line,
@@ -87,11 +88,19 @@ export function NoteCard({
 							</span>
 						)}
 					</div>
-					{isTask && (
-						<Badge variant="outline" className="shrink-0 text-xs">
-							{completedCount}/{totalCount} concluídas
-						</Badge>
-					)}
+					<div className="flex shrink-0 flex-col items-end gap-1.5">
+						{isTask && (
+							<Badge variant="outline" className="shrink-0 text-xs">
+								{completedCount}/{totalCount} concluídas
+							</Badge>
+						)}
+						{!isTask && note.attachments.length > 0 && (
+							<Badge variant="outline" className="gap-1 text-xs">
+								<RiAttachment2 className="size-3.5" />
+								{note.attachments.length}
+							</Badge>
+						)}
+					</div>
 				</div>
 
 				{isTask ? (

src/features/notes/components/note-details-dialog.tsx

@@ -1,6 +1,7 @@
 "use client";
 
 import { RiCheckLine, RiSubtractLine } from "@remixicon/react";
+import { NoteAttachmentsField } from "@/features/notes/components/note-attachments-field";
 import {
 	buildNoteDisplayTitle,
 	formatNoteCreatedAtLong,
@@ -85,8 +86,20 @@ export function NoteDetailsDialog({
 						))}
 					</div>
 				) : (
-					<div className="max-h-[320px] overflow-auto whitespace-pre-line wrap-break-word text-sm text-foreground">
-						{note.description}
+					<div className="max-h-[55vh] space-y-4 overflow-auto">
+						<div className="whitespace-pre-line wrap-break-word text-sm text-foreground">
+							{note.description}
+						</div>
+						{note.attachments.length > 0 && (
+							<NoteAttachmentsField
+								noteId={note.id}
+								attachments={note.attachments}
+								pendingFiles={[]}
+								onAttachmentsChange={() => undefined}
+								onPendingFilesChange={() => undefined}
+								readonly
+							/>
+						)}
 					</div>
 				)}
 

src/features/notes/components/note-dialog.tsx

@@ -15,6 +15,10 @@ import {
 } from "react";
 import { toast } from "sonner";
 import { createNoteAction, updateNoteAction } from "@/features/notes/actions";
+import {
+	NoteAttachmentsField,
+	uploadNoteAttachment,
+} from "@/features/notes/components/note-attachments-field";
 import { Button } from "@/shared/components/ui/button";
 import { Checkbox } from "@/shared/components/ui/checkbox";
 import {
@@ -34,6 +38,7 @@ import { useFormState } from "@/shared/hooks/use-form-state";
 import { cn } from "@/shared/utils/ui";
 import {
 	type Note,
+	type NoteAttachment,
 	type NoteFormValues,
 	sortTasksByStatus,
 	type Task,
@@ -46,6 +51,7 @@ interface NoteDialogProps {
 	note?: Note;
 	open?: boolean;
 	onOpenChange?: (open: boolean) => void;
+	attachmentMaxSizeMb?: number;
 }
 
 const MAX_TITLE = 30;
@@ -69,12 +75,16 @@ export function NoteDialog({
 	note,
 	open,
 	onOpenChange,
+	attachmentMaxSizeMb,
 }: NoteDialogProps) {
 	const [isPending, startTransition] = useTransition();
 	const [errorMessage, setErrorMessage] = useState<string | null>(null);
 	const [newTaskText, setNewTaskText] = useState("");
 	const [editingTaskId, setEditingTaskId] = useState<string | null>(null);
 	const [editingTaskText, setEditingTaskText] = useState("");
+	const [noteAttachments, setNoteAttachments] = useState<NoteAttachment[]>([]);
+	const [pendingFiles, setPendingFiles] = useState<File[]>([]);
+	const [isAttachmentPending, setIsAttachmentPending] = useState(false);
 
 	const titleRef = useRef<HTMLInputElement>(null);
 	const descRef = useRef<HTMLTextAreaElement>(null);
@@ -99,6 +109,9 @@ export function NoteDialog({
 			setNewTaskText("");
 			setEditingTaskId(null);
 			setEditingTaskText("");
+			setNoteAttachments(note?.attachments ?? []);
+			setPendingFiles([]);
+			setIsAttachmentPending(false);
 			requestAnimationFrame(() => titleRef.current?.focus());
 		}
 	}, [dialogOpen, note, resetForm]);
@@ -137,12 +150,14 @@ export function NoteDialog({
 
 	const disableSubmit =
 		isPending ||
+		isAttachmentPending ||
 		onlySpaces ||
 		unchanged ||
 		invalidLen ||
 		Boolean(editingTaskId);
 
 	const handleOpenChange = (v: boolean) => {
+		if (!v && (isPending || isAttachmentPending)) return;
 		setDialogOpen(v);
 		if (!v) setErrorMessage(null);
 	};
@@ -252,7 +267,9 @@ export function NoteDialog({
 		}
 
 		startTransition(async () => {
-			let result: { success: boolean; message?: string; error?: string };
+			let result:
+				| Awaited<ReturnType<typeof createNoteAction>>
+				| Awaited<ReturnType<typeof updateNoteAction>>;
 			if (mode === "create") {
 				result = await createNoteAction(payload);
 			} else {
@@ -266,7 +283,31 @@ export function NoteDialog({
 			}
 
 			if (result.success) {
-				toast.success(result.message);
+				if (mode === "create" && pendingFiles.length > 0) {
+					const noteId = "data" in result ? result.data?.noteId : undefined;
+					if (noteId) {
+						let failedUploads = 0;
+						for (const file of pendingFiles) {
+							const upload = await uploadNoteAttachment(noteId, file);
+							if (!upload.success) failedUploads += 1;
+						}
+						if (failedUploads > 0) {
+							toast.warning(
+								failedUploads === 1
+									? "A nota foi salva, mas um anexo não pôde ser enviado."
+									: `A nota foi salva, mas ${failedUploads} anexos não puderam ser enviados.`,
+							);
+						} else {
+							toast.success(
+								pendingFiles.length === 1
+									? "Anotação e anexo salvos."
+									: "Anotação e anexos salvos.",
+							);
+						}
+					}
+				} else {
+					toast.success(result.message);
+				}
 				setDialogOpen(false);
 				return;
 			}
@@ -355,35 +396,48 @@ export function NoteDialog({
 					</div>
 
 					{isNote && (
-						<div className="space-y-1">
-							<div className="flex items-center justify-between">
-								<Label htmlFor="note-description">Conteúdo</Label>
-								<span
-									className={cn(
-										"text-xs",
-										descCount > MAX_DESC
-											? "text-destructive"
-											: "text-muted-foreground",
-									)}
-								>
-									{descCount}/{MAX_DESC}
-								</span>
+						<div className="space-y-3">
+							<div className="space-y-1">
+								<div className="flex items-center justify-between">
+									<Label htmlFor="note-description">Conteúdo</Label>
+									<span
+										className={cn(
+											"text-xs",
+											descCount > MAX_DESC
+												? "text-destructive"
+												: "text-muted-foreground",
+										)}
+									>
+										{descCount}/{MAX_DESC}
+									</span>
+								</div>
+								<Textarea
+									id="note-description"
+									className="field-sizing-fixed"
+									ref={descRef}
+									value={formState.description}
+									onChange={(e) => updateField("description", e.target.value)}
+									placeholder="Detalhe sua anotação..."
+									rows={5}
+									maxLength={MAX_DESC + 10}
+									disabled={isPending}
+									required
+								/>
+								<p className="text-xs text-muted-foreground">
+									Ctrl+Enter para salvar
+								</p>
 							</div>
-							<Textarea
-								id="note-description"
-								className="field-sizing-fixed"
-								ref={descRef}
-								value={formState.description}
-								onChange={(e) => updateField("description", e.target.value)}
-								placeholder="Detalhe sua anotação..."
-								rows={5}
-								maxLength={MAX_DESC + 10}
+
+							<NoteAttachmentsField
+								noteId={mode === "update" ? note?.id : undefined}
+								attachments={noteAttachments}
+								pendingFiles={pendingFiles}
+								onAttachmentsChange={setNoteAttachments}
+								onPendingFilesChange={setPendingFiles}
+								onBusyChange={setIsAttachmentPending}
+								maxSizeMb={attachmentMaxSizeMb}
 								disabled={isPending}
-								required
 							/>
-							<p className="text-xs text-muted-foreground">
-								Ctrl+Enter para salvar
-							</p>
 						</div>
 					)}
 
@@ -517,7 +571,7 @@ export function NoteDialog({
 						type="button"
 						variant="outline"
 						onClick={() => handleOpenChange(false)}
-						disabled={isPending}
+						disabled={isPending || isAttachmentPending}
 					>
 						Cancelar
 					</Button>

src/features/notes/components/notes-page.tsx

@@ -22,9 +22,14 @@ import type { Note } from "./types";
 interface NotesPageProps {
 	notes: Note[];
 	archivedNotes: Note[];
+	attachmentMaxSizeMb?: number;
 }
 
-export function NotesPage({ notes, archivedNotes }: NotesPageProps) {
+export function NotesPage({
+	notes,
+	archivedNotes,
+	attachmentMaxSizeMb,
+}: NotesPageProps) {
 	const [activeTab, setActiveTab] = useState("ativas");
 	const [createOpen, setCreateOpen] = useState(false);
 	const [editOpen, setEditOpen] = useState(false);
@@ -192,6 +197,7 @@ export function NotesPage({ notes, archivedNotes }: NotesPageProps) {
 						mode="create"
 						open={createOpen}
 						onOpenChange={handleCreateOpenChange}
+						attachmentMaxSizeMb={attachmentMaxSizeMb}
 						trigger={
 							<Button className="w-full sm:w-auto">
 								<RiAddFill className="size-4" />
@@ -222,6 +228,7 @@ export function NotesPage({ notes, archivedNotes }: NotesPageProps) {
 				note={noteToEdit ?? undefined}
 				open={editOpen}
 				onOpenChange={handleEditOpenChange}
+				attachmentMaxSizeMb={attachmentMaxSizeMb}
 			/>
 
 			<NoteDetailsDialog

src/features/notes/components/types.ts

@@ -14,6 +14,14 @@ export interface Note {
 	tasks?: Task[];
 	archived: boolean;
 	createdAt: string;
+	attachments: NoteAttachment[];
+}
+
+export interface NoteAttachment {
+	attachmentId: string;
+	fileName: string;
+	fileSize: number;
+	mimeType: string;
 }
 
 export interface NoteFormValues {

src/features/notes/queries.ts

@@ -1,7 +1,14 @@
-import { and, eq } from "drizzle-orm";
-import { type Note, notes } from "@/db/schema";
+import { and, desc, eq } from "drizzle-orm";
+import { attachments, type Note, noteAttachments, notes } from "@/db/schema";
 import { db } from "@/shared/lib/db";
 
+export type NoteAttachmentData = {
+	attachmentId: string;
+	fileName: string;
+	fileSize: number;
+	mimeType: string;
+};
+
 type Task = {
 	id: string;
 	text: string;
@@ -16,6 +23,7 @@ type NoteData = {
 	tasks?: Task[];
 	archived: boolean;
 	createdAt: string;
+	attachments: NoteAttachmentData[];
 };
 
 function parseTasks(value: string | null): Task[] | undefined {
@@ -31,7 +39,10 @@ function parseTasks(value: string | null): Task[] | undefined {
 	}
 }
 
-function toNoteData(note: Note): NoteData {
+function toNoteData(
+	note: Note,
+	linkedAttachments: NoteAttachmentData[],
+): NoteData {
 	return {
 		id: note.id,
 		title: (note.title ?? "").trim(),
@@ -40,34 +51,53 @@ function toNoteData(note: Note): NoteData {
 		tasks: parseTasks(note.tasks),
 		archived: note.archived,
 		createdAt: note.createdAt.toISOString(),
+		attachments: linkedAttachments,
 	};
 }
 
-async function fetchNotesForUser(userId: string): Promise<NoteData[]> {
-	const noteRows = await db.query.notes.findMany({
-		where: and(eq(notes.userId, userId), eq(notes.archived, false)),
-		orderBy: (table, { desc }) => [desc(table.createdAt)],
-	});
-
-	return noteRows.map(toNoteData);
-}
-
 export async function fetchAllNotesForUser(
 	userId: string,
 ): Promise<{ activeNotes: NoteData[]; archivedNotes: NoteData[] }> {
-	const [activeNotes, archivedNotes] = await Promise.all([
-		fetchNotesForUser(userId),
-		fetchArchivedForUser(userId),
+	const [noteRows, attachmentRows] = await Promise.all([
+		db.query.notes.findMany({
+			where: eq(notes.userId, userId),
+			orderBy: (table, { desc }) => [desc(table.createdAt)],
+		}),
+		db
+			.select({
+				noteId: noteAttachments.noteId,
+				attachmentId: attachments.id,
+				fileName: attachments.fileName,
+				fileSize: attachments.fileSize,
+				mimeType: attachments.mimeType,
+			})
+			.from(noteAttachments)
+			.innerJoin(
+				notes,
+				and(eq(noteAttachments.noteId, notes.id), eq(notes.userId, userId)),
+			)
+			.innerJoin(
+				attachments,
+				and(
+					eq(noteAttachments.attachmentId, attachments.id),
+					eq(attachments.userId, userId),
+				),
+			)
+			.orderBy(desc(attachments.createdAt)),
 	]);
 
-	return { activeNotes, archivedNotes };
-}
+	const attachmentsByNote = new Map<string, NoteAttachmentData[]>();
+	for (const { noteId, ...attachment } of attachmentRows) {
+		const current = attachmentsByNote.get(noteId) ?? [];
+		current.push(attachment);
+		attachmentsByNote.set(noteId, current);
+	}
+	const mapped = noteRows.map((note) =>
+		toNoteData(note, attachmentsByNote.get(note.id) ?? []),
+	);
 
-async function fetchArchivedForUser(userId: string): Promise<NoteData[]> {
-	const noteRows = await db.query.notes.findMany({
-		where: and(eq(notes.userId, userId), eq(notes.archived, true)),
-		orderBy: (table, { desc }) => [desc(table.createdAt)],
-	});
-
-	return noteRows.map(toNoteData);
+	return {
+		activeNotes: mapped.filter((note) => !note.archived),
+		archivedNotes: mapped.filter((note) => note.archived),
+	};
 }

src/features/reports/components/category-report-filters.tsx

@@ -228,6 +228,7 @@ export function CategoryReportFilters({
 					<Popover open={startMonthOpen} onOpenChange={setStartMonthOpen}>
 						<PopoverTrigger asChild>
 							<Button
+								type="button"
 								variant="outline"
 								className="w-[calc(50%-0.25rem)] md:w-[150px] justify-start text-sm border-dashed"
 								disabled={isLoading}
@@ -248,6 +249,7 @@ export function CategoryReportFilters({
 					<Popover open={endMonthOpen} onOpenChange={setEndMonthOpen}>
 						<PopoverTrigger asChild>
 							<Button
+								type="button"
 								variant="outline"
 								className="w-[calc(50%-0.25rem)] md:w-[150px] justify-start text-sm border-dashed"
 								disabled={isLoading}

src/features/settings/actions.ts

@@ -69,6 +69,8 @@ const updatePreferencesSchema = z.object({
 	transactionsColumnOrder: z.array(z.string()).nullable(),
 	attachmentMaxSizeMb: z.number().int().min(1).max(100),
 	showTransactionSummary: z.boolean(),
+	groupTransactionsByDate: z.boolean(),
+	hideAnticipatedInstallments: z.boolean(),
 });
 
 type ResettableUser = {
@@ -584,6 +586,8 @@ export async function updatePreferencesAction(
 					transactionsColumnOrder: validated.transactionsColumnOrder,
 					attachmentMaxSizeMb: validated.attachmentMaxSizeMb,
 					showTransactionSummary: validated.showTransactionSummary,
+					groupTransactionsByDate: validated.groupTransactionsByDate,
+					hideAnticipatedInstallments: validated.hideAnticipatedInstallments,
 					updatedAt: new Date(),
 				})
 				.where(eq(schema.userPreferences.userId, session.user.id));
@@ -595,6 +599,8 @@ export async function updatePreferencesAction(
 				transactionsColumnOrder: validated.transactionsColumnOrder,
 				attachmentMaxSizeMb: validated.attachmentMaxSizeMb,
 				showTransactionSummary: validated.showTransactionSummary,
+				groupTransactionsByDate: validated.groupTransactionsByDate,
+				hideAnticipatedInstallments: validated.hideAnticipatedInstallments,
 			});
 		}
 

src/features/settings/components/preferences-form.tsx

@@ -43,6 +43,8 @@ interface PreferencesFormProps {
 	transactionsColumnOrder: string[] | null;
 	attachmentMaxSizeMb: number;
 	showTransactionSummary: boolean;
+	groupTransactionsByDate: boolean;
+	hideAnticipatedInstallments: boolean;
 }
 
 function SortableColumnItem({ id }: { id: string }) {
@@ -87,6 +89,8 @@ export function PreferencesForm({
 	transactionsColumnOrder: initialColumnOrder,
 	attachmentMaxSizeMb: initialAttachmentMaxSizeMb,
 	showTransactionSummary: initialShowTransactionSummary,
+	groupTransactionsByDate: initialGroupTransactionsByDate,
+	hideAnticipatedInstallments: initialHideAnticipatedInstallments,
 }: PreferencesFormProps) {
 	const router = useRouter();
 	const [isPending, startTransition] = useTransition();
@@ -109,6 +113,11 @@ export function PreferencesForm({
 	const [showTransactionSummary, setShowTransactionSummary] = useState(
 		initialShowTransactionSummary,
 	);
+	const [groupTransactionsByDate, setGroupTransactionsByDate] = useState(
+		initialGroupTransactionsByDate,
+	);
+	const [hideAnticipatedInstallments, setHideAnticipatedInstallments] =
+		useState(initialHideAnticipatedInstallments);
 
 	const sensors = useSensors(
 		useSensor(PointerSensor, { activationConstraint: { distance: 8 } }),
@@ -135,6 +144,8 @@ export function PreferencesForm({
 				transactionsColumnOrder: columnOrder,
 				attachmentMaxSizeMb,
 				showTransactionSummary,
+				groupTransactionsByDate,
+				hideAnticipatedInstallments,
 			});
 
 			if (result.success) {
@@ -198,6 +209,46 @@ export function PreferencesForm({
 
 				<Separator />
 
+				<section className="flex items-center justify-between max-w-md gap-4">
+					<div className="space-y-2">
+						<Label htmlFor="group-transactions-by-date" className="text-sm">
+							Agrupar por data
+						</Label>
+						<p className="text-sm text-muted-foreground">
+							Mostra uma barra de data acima dos lançamentos daquele dia. Quando
+							desativado, a data volta a aparecer em cada lançamento.
+						</p>
+					</div>
+					<Switch
+						id="group-transactions-by-date"
+						checked={groupTransactionsByDate}
+						onCheckedChange={setGroupTransactionsByDate}
+						disabled={isPending}
+					/>
+				</section>
+
+				<Separator />
+
+				<section className="flex items-center justify-between max-w-md gap-4">
+					<div className="space-y-2">
+						<Label htmlFor="hide-anticipated-installments" className="text-sm">
+							Ocultar parcelas antecipadas
+						</Label>
+						<p className="text-sm text-muted-foreground">
+							Quando ativo, parcelas já antecipadas não aparecem na tabela de
+							lançamentos.
+						</p>
+					</div>
+					<Switch
+						id="hide-anticipated-installments"
+						checked={hideAnticipatedInstallments}
+						onCheckedChange={setHideAnticipatedInstallments}
+						disabled={isPending}
+					/>
+				</section>
+
+				<Separator />
+
 				<section className="space-y-2 max-w-md">
 					<Label className="text-sm">Ordem das colunas</Label>
 					<p className="text-sm text-muted-foreground">

src/features/settings/queries.ts

@@ -7,6 +7,8 @@ interface UserPreferences {
 	transactionsColumnOrder: string[] | null;
 	attachmentMaxSizeMb: number;
 	showTransactionSummary: boolean;
+	groupTransactionsByDate: boolean;
+	hideAnticipatedInstallments: boolean;
 }
 
 interface ApiToken {
@@ -36,6 +38,9 @@ export async function fetchUserPreferences(
 			transactionsColumnOrder: schema.userPreferences.transactionsColumnOrder,
 			attachmentMaxSizeMb: schema.userPreferences.attachmentMaxSizeMb,
 			showTransactionSummary: schema.userPreferences.showTransactionSummary,
+			groupTransactionsByDate: schema.userPreferences.groupTransactionsByDate,
+			hideAnticipatedInstallments:
+				schema.userPreferences.hideAnticipatedInstallments,
 		})
 		.from(schema.userPreferences)
 		.where(eq(schema.userPreferences.userId, userId))

src/features/transactions/actions/export-actions.ts

@@ -2,6 +2,7 @@
 
 import { z } from "zod";
 import { fetchAccountTransactions } from "@/features/accounts/statement-queries";
+import { fetchUserPreferences } from "@/features/settings/queries";
 import type { TransactionsExportContext } from "@/features/transactions/lib/export-types";
 import {
 	buildSluggedFilters,
@@ -60,7 +61,10 @@ export async function exportTransactionsDataAction(
 	try {
 		const userId = await getUserId();
 		const validated = exportTransactionsSchema.parse(input);
-		const filterSources = await fetchTransactionFilterSources(userId);
+		const [filterSources, userPreferences] = await Promise.all([
+			fetchTransactionFilterSources(userId),
+			fetchUserPreferences(userId),
+		]);
 		const sluggedFilters = buildSluggedFilters(filterSources);
 		const slugMaps = buildSlugMaps(sluggedFilters);
 
@@ -72,6 +76,8 @@ export async function exportTransactionsDataAction(
 			accountId: validated.accountId ?? undefined,
 			cardId: validated.cardId ?? undefined,
 			payerId: validated.payerId ?? undefined,
+			hideAnticipatedInstallments:
+				userPreferences?.hideAnticipatedInstallments ?? false,
 		});
 
 		const rows =

src/features/transactions/actions/import-action.ts

@@ -1,6 +1,6 @@
 "use server";
 
-import { and, eq, inArray } from "drizzle-orm";
+import { and, eq, inArray, isNull, sql } from "drizzle-orm";
 import { z } from "zod";
 import { transactions } from "@/db/schema";
 import {
@@ -9,23 +9,49 @@ import {
 	validateCartaoOwnership,
 	validateContaOwnership,
 } from "@/features/transactions/actions/core";
+import { createOfxImportFingerprint } from "@/features/transactions/lib/ofx-import-fingerprint";
 import { revalidateForEntity } from "@/shared/lib/actions/helpers";
 import { getUserId } from "@/shared/lib/auth/server";
 import { db } from "@/shared/lib/db";
+import {
+	normalizeOfxIdentityText,
+	type OfxIdentityRow,
+	type OfxImportDestination,
+} from "@/shared/lib/import/ofx-identity";
 import { uuidSchema } from "@/shared/lib/schemas/common";
-import { parseLocalDateString } from "@/shared/utils/date";
+import { formatDecimalForDbRequired } from "@/shared/utils/currency";
+import { parseLocalDateString, toDateOnlyString } from "@/shared/utils/date";
 
-const importRowSchema = z.object({
+const ofxIdentityRowSchema = z.object({
 	externalId: z.string().nullable(),
+	externalIdOccurrence: z.number().int().nonnegative(),
 	date: z.string().regex(/^\d{4}-\d{2}-\d{2}$/, "Data inválida."),
 	amount: z.number().positive(),
-	description: z.string().min(1, "Descrição obrigatória."),
 	transactionType: z.enum(["income", "expense"]),
+	sourceDescription: z.string(),
+});
+
+const ofxImportDestinationSchema = z.discriminatedUnion("type", [
+	z.object({ type: z.literal("account"), id: uuidSchema("Conta") }),
+	z.object({ type: z.literal("card"), id: uuidSchema("Cartão") }),
+]);
+
+const duplicateCheckSchema = z.object({
+	source: z.string().min(1),
+	accountNumber: z.string().nullable(),
+	destination: ofxImportDestinationSchema,
+	rows: z.array(ofxIdentityRowSchema),
+});
+
+const importRowSchema = ofxIdentityRowSchema.extend({
+	description: z.string().min(1, "Descrição obrigatória."),
 	categoryId: uuidSchema("Category").nullable().optional(),
 	payerId: uuidSchema("Payer").nullable().optional(),
 });
 
 const importSchema = z.object({
+	source: z.string().min(1),
+	accountNumber: z.string().nullable(),
 	rows: z.array(importRowSchema).min(1, "Selecione ao menos uma transação."),
 	payerId: uuidSchema("Payer").nullable().optional(),
 	accountId: uuidSchema("FinancialAccount").nullable().optional(),
@@ -44,22 +70,197 @@ type ImportResult =
 	| { success: true; imported: number; skipped: number; importBatchId: string }
 	| { success: false; error: string };
 
-// Retorna os externalIds que já existem para o usuário (para marcar duplicatas)
-export async function checkDuplicateFitIds(
-	fitIds: string[],
-): Promise<string[]> {
-	const userId = await getUserId();
-	const ids = fitIds.filter(Boolean);
-	if (ids.length === 0) return [];
+type ImportMatch = {
+	fingerprint: string | null;
+	existingTransactionId: string | null;
+};
 
-	const rows = await db
-		.select({ ofxFitId: transactions.ofxFitId })
-		.from(transactions)
-		.where(
-			and(eq(transactions.userId, userId), inArray(transactions.ofxFitId, ids)),
+type LegacyImportCandidate = {
+	id: string;
+	name: string;
+	amount: string;
+	purchaseDate: Date;
+	transactionType: string;
+	ofxFitId: string | null;
+	accountId: string | null;
+	cardId: string | null;
+};
+
+function isDestinationMatch(
+	candidate: LegacyImportCandidate,
+	destination: OfxImportDestination,
+): boolean {
+	return destination.type === "card"
+		? candidate.cardId === destination.id
+		: candidate.accountId === destination.id;
+}
+
+function isLegacyImportMatch(
+	candidate: LegacyImportCandidate,
+	row: OfxIdentityRow,
+	destination: OfxImportDestination,
+): boolean {
+	if (
+		!row.externalId ||
+		row.externalIdOccurrence !== 0 ||
+		candidate.ofxFitId !== row.externalId ||
+		!isDestinationMatch(candidate, destination)
+	) {
+		return false;
+	}
+
+	const expectedType = row.transactionType === "income" ? "Receita" : "Despesa";
+	const signedAmount =
+		row.transactionType === "expense" ? -row.amount : row.amount;
+
+	return (
+		toDateOnlyString(candidate.purchaseDate) === row.date &&
+		formatDecimalForDbRequired(Number(candidate.amount)) ===
+			formatDecimalForDbRequired(signedAmount) &&
+		candidate.transactionType === expectedType &&
+		normalizeOfxIdentityText(candidate.name) ===
+			normalizeOfxIdentityText(row.sourceDescription)
+	);
+}
+
+async function findExistingImports(
+	userId: string,
+	source: string,
+	accountNumber: string | null,
+	destination: OfxImportDestination,
+	rows: OfxIdentityRow[],
+): Promise<ImportMatch[]> {
+	const fingerprints = rows.map((row) =>
+		createOfxImportFingerprint({
+			source,
+			accountNumber,
+			destination,
+			row,
+		}),
+	);
+	const fingerprintValues = [
+		...new Set(
+			fingerprints.filter(
+				(fingerprint): fingerprint is string => fingerprint !== null,
+			),
+		),
+	];
+	const fitIds = [
+		...new Set(
+			rows
+				.map((row) => row.externalId)
+				.filter((fitId): fitId is string => fitId !== null),
+		),
+	];
+
+	const [fingerprintMatches, legacyCandidates] = await Promise.all([
+		fingerprintValues.length > 0
+			? db
+					.select({
+						id: transactions.id,
+						fingerprint: transactions.ofxImportFingerprint,
+					})
+					.from(transactions)
+					.where(
+						and(
+							eq(transactions.userId, userId),
+							inArray(transactions.ofxImportFingerprint, fingerprintValues),
+						),
+					)
+			: Promise.resolve([]),
+		fitIds.length > 0
+			? db
+					.select({
+						id: transactions.id,
+						name: transactions.name,
+						amount: transactions.amount,
+						purchaseDate: transactions.purchaseDate,
+						transactionType: transactions.transactionType,
+						ofxFitId: transactions.ofxFitId,
+						accountId: transactions.accountId,
+						cardId: transactions.cardId,
+					})
+					.from(transactions)
+					.where(
+						and(
+							eq(transactions.userId, userId),
+							isNull(transactions.ofxImportFingerprint),
+							inArray(transactions.ofxFitId, fitIds),
+						),
+					)
+			: Promise.resolve([]),
+	]);
+
+	const transactionIdByFingerprint = new Map(
+		fingerprintMatches.flatMap((match) =>
+			match.fingerprint ? [[match.fingerprint, match.id] as const] : [],
+		),
+	);
+	const consumedLegacyIds = new Set<string>();
+
+	return rows.map((row, index) => {
+		const fingerprint = fingerprints[index] ?? null;
+		const currentTransactionId = fingerprint
+			? (transactionIdByFingerprint.get(fingerprint) ?? null)
+			: null;
+
+		if (currentTransactionId) {
+			return { fingerprint, existingTransactionId: currentTransactionId };
+		}
+
+		const legacyMatch = legacyCandidates.find(
+			(candidate) =>
+				!consumedLegacyIds.has(candidate.id) &&
+				isLegacyImportMatch(candidate, row, destination),
 		);
 
-	return rows.map((r) => r.ofxFitId).filter((id): id is string => id !== null);
+		if (legacyMatch) {
+			consumedLegacyIds.add(legacyMatch.id);
+		}
+
+		return {
+			fingerprint,
+			existingTransactionId: legacyMatch?.id ?? null,
+		};
+	});
+}
+
+async function validateDestinationOwnership(
+	userId: string,
+	destination: OfxImportDestination,
+): Promise<boolean> {
+	return destination.type === "card"
+		? validateCartaoOwnership(userId, destination.id)
+		: validateContaOwnership(userId, destination.id);
+}
+
+export async function checkDuplicateOfxTransactions(
+	input: unknown,
+): Promise<
+	{ success: true; rows: ImportMatch[] } | { success: false; error: string }
+> {
+	const userId = await getUserId();
+	const parsed = duplicateCheckSchema.safeParse(input);
+
+	if (!parsed.success) {
+		return { success: false, error: "Dados do arquivo inválidos." };
+	}
+
+	const { source, accountNumber, destination, rows } = parsed.data;
+	if (!(await validateDestinationOwnership(userId, destination))) {
+		return { success: false, error: "Conta ou cartão não encontrado." };
+	}
+
+	return {
+		success: true,
+		rows: await findExistingImports(
+			userId,
+			source,
+			accountNumber,
+			destination,
+			rows,
+		),
+	};
 }
 
 export async function importTransactionsAction(
@@ -75,8 +276,25 @@ export async function importTransactionsAction(
 		};
 	}
 
-	const { rows, payerId, accountId, cardId, paymentMethod, invoicePeriod } =
-		parsed.data;
+	const {
+		source,
+		accountNumber,
+		rows,
+		payerId,
+		accountId,
+		cardId,
+		paymentMethod,
+		invoicePeriod,
+	} = parsed.data;
+	const destination: OfxImportDestination | null = cardId
+		? { type: "card", id: cardId }
+		: accountId
+			? { type: "account", id: accountId }
+			: null;
+
+	if (!destination || (accountId && cardId)) {
+		return { success: false, error: "Selecione uma conta ou cartão." };
+	}
 
 	const payerIdsByRow = rows.map((row) => row.payerId ?? payerId ?? null);
 
@@ -109,8 +327,33 @@ export async function importTransactionsAction(
 	if (!accountOk) return { success: false, error: "Conta não encontrada." };
 	if (!cardOk) return { success: false, error: "Cartão não encontrado." };
 
-	if (rows.length === 0) {
-		return { success: true, imported: 0, skipped: 0, importBatchId: "" };
+	const importMatches = await findExistingImports(
+		userId,
+		source,
+		accountNumber,
+		destination,
+		rows,
+	);
+	const rowsToImport = rows.flatMap((row, index) => {
+		const match = importMatches[index];
+		return match?.existingTransactionId
+			? []
+			: [
+					{
+						row,
+						payerId: payerIdsByRow[index],
+						fingerprint: match?.fingerprint ?? null,
+					},
+				];
+	});
+
+	if (rowsToImport.length === 0) {
+		return {
+			success: true,
+			imported: 0,
+			skipped: rows.length,
+			importBatchId: "",
+		};
 	}
 
 	const importBatchId = crypto.randomUUID();
@@ -118,7 +361,7 @@ export async function importTransactionsAction(
 	// Cartão de crédito: fatura pode ainda não ter sido paga
 	const isSettled = paymentMethod !== "Cartão de crédito";
 
-	const records = rows.map((row, index) => {
+	const records = rowsToImport.map(({ row, payerId, fingerprint }) => {
 		const purchaseDate = parseLocalDateString(row.date);
 		const period =
 			invoicePeriod ??
@@ -137,21 +380,24 @@ export async function importTransactionsAction(
 			period,
 			isSettled,
 			userId,
-			payerId: payerIdsByRow[index],
+			payerId,
 			accountId: accountId ?? null,
 			cardId: cardId ?? null,
 			categoryId: row.categoryId ?? null,
 			ofxFitId: row.externalId,
+			ofxImportFingerprint: fingerprint,
 			importBatchId,
 		};
 	});
 
-	// onConflictDoNothing usa o uniqueIndex (userId, ofxFitId) WHERE ofxFitId IS NOT NULL
-	// eliminando o SELECT prévio de checkDuplicateFitIds
+	// O índice de fingerprint protege contra importações concorrentes do mesmo OFX.
 	const inserted = await db
 		.insert(transactions)
 		.values(records)
-		.onConflictDoNothing()
+		.onConflictDoNothing({
+			target: [transactions.userId, transactions.ofxImportFingerprint],
+			where: sql`ofx_import_fingerprint IS NOT NULL`,
+		})
 		.returning({ id: transactions.id });
 
 	await revalidateForEntity("transactions", userId);
@@ -159,23 +405,31 @@ export async function importTransactionsAction(
 	return {
 		success: true,
 		imported: inserted.length,
-		skipped: records.length - inserted.length,
+		skipped: rows.length - inserted.length,
 		importBatchId,
 	};
 }
 
-export async function deleteTransactionByFitId(
-	fitId: string,
+export async function deleteImportedTransaction(
+	transactionId: string,
 ): Promise<{ success: boolean; error?: string }> {
-	if (!fitId) return { success: false, error: "FITID inválido." };
+	const parsedId = uuidSchema("Lançamento").safeParse(transactionId);
+	if (!parsedId.success) {
+		return { success: false, error: "Lançamento inválido." };
+	}
 
 	const userId = await getUserId();
 
-	await db
+	const deleted = await db
 		.delete(transactions)
 		.where(
-			and(eq(transactions.userId, userId), eq(transactions.ofxFitId, fitId)),
-		);
+			and(eq(transactions.userId, userId), eq(transactions.id, parsedId.data)),
+		)
+		.returning({ id: transactions.id });
+
+	if (deleted.length === 0) {
+		return { success: false, error: "Lançamento não encontrado." };
+	}
 
 	await revalidateForEntity("transactions", userId);
 

src/features/transactions/components/dialogs/mass-add-dialog.tsx

@@ -72,7 +72,7 @@ function InlinePeriodPicker({
 	return (
 		<div className="-mt-1">
 			<span className="text-xs text-muted-foreground">Fatura de </span>
-			<Popover open={open} onOpenChange={setOpen}>
+			<Popover modal open={open} onOpenChange={setOpen}>
 				<PopoverTrigger asChild>
 					<button
 						type="button"

src/features/transactions/components/dialogs/transaction-dialog/payment-method-section.tsx

@@ -45,7 +45,7 @@ function InlinePeriodPicker({
 	return (
 		<div className="ml-1">
 			<span className="text-xs text-muted-foreground">Fatura de </span>
-			<Popover open={open} onOpenChange={setOpen}>
+			<Popover modal open={open} onOpenChange={setOpen}>
 				<PopoverTrigger asChild>
 					<button
 						type="button"

src/features/transactions/components/import/import-page.tsx

@@ -1,21 +1,15 @@
 "use client";
 
 import { useRouter } from "next/navigation";
-import {
-	useCallback,
-	useEffect,
-	useMemo,
-	useState,
-	useTransition,
-} from "react";
+import { useCallback, useMemo, useRef, useState, useTransition } from "react";
 import { toast } from "sonner";
 import {
 	fetchCategoryMappings,
 	saveCategoryMappings,
 } from "@/features/transactions/actions/category-memory-action";
 import {
-	checkDuplicateFitIds,
-	deleteTransactionByFitId,
+	checkDuplicateOfxTransactions,
+	deleteImportedTransaction,
 	importTransactionsAction,
 	undoImportAction,
 } from "@/features/transactions/actions/import-action";
@@ -43,6 +37,7 @@ import {
 } from "@/shared/components/ui/card";
 import { Skeleton } from "@/shared/components/ui/skeleton";
 import type { ImportStatement } from "@/shared/lib/import/types";
+import { createClientSafeId } from "@/shared/utils/id";
 
 const categoryGroupByTransactionType = {
 	expense: "despesa",
@@ -69,6 +64,7 @@ export function ImportPage({
 	const router = useRouter();
 	const [isPending, startTransition] = useTransition();
 	const [isChecking, setIsChecking] = useState(false);
+	const duplicateCheckRequestId = useRef(0);
 
 	const [statement, setStatement] = useState<ImportStatement | null>(null);
 	const [rows, setRows] = useState<ReviewRow[]>([]);
@@ -95,23 +91,45 @@ export function ImportPage({
 
 	const handleParsed = useCallback(
 		async (stmt: ImportStatement) => {
+			const requestId = ++duplicateCheckRequestId.current;
 			setStatement(stmt);
 			setIsChecking(true);
+			const defaultAccountCardValue = stmt.isCreditCard
+				? cardOptions[0]
+					? encodeAccountCard("card", cardOptions[0].value)
+					: null
+				: accountOptions[0]
+					? encodeAccountCard("account", accountOptions[0].value)
+					: null;
+			const destination = defaultAccountCardValue
+				? decodeAccountCard(defaultAccountCardValue)
+				: null;
+			setAccountCardValue(defaultAccountCardValue);
 
 			try {
-				const fitIds = stmt.transactions
-					.map((t) => t.externalId)
-					.filter((id): id is string => id !== null);
-
-				const [duplicates, categoryMappings] = await Promise.all([
-					checkDuplicateFitIds(fitIds).then((ids) => new Set(ids)),
+				const [duplicateResult, categoryMappings] = await Promise.all([
+					destination
+						? checkDuplicateOfxTransactions({
+								source: stmt.source,
+								accountNumber: stmt.accountNumber,
+								destination,
+								rows: stmt.transactions,
+							})
+						: Promise.resolve({ success: true as const, rows: [] }),
 					fetchCategoryMappings(stmt.transactions.map((t) => t.description)),
 				]);
+				if (requestId !== duplicateCheckRequestId.current) return;
+				if (!duplicateResult.success) {
+					toast.error(duplicateResult.error);
+				}
 
 				setRows(
-					stmt.transactions.map((t) => {
+					stmt.transactions.map((t, index) => {
 						let mappedCategoryId =
 							categoryMappings[normalizeDescriptionKey(t.description)] ?? null;
+						const existingTransactionId = duplicateResult.success
+							? (duplicateResult.rows[index]?.existingTransactionId ?? null)
+							: null;
 
 						if (t.categoryRaw) {
 							const categoryRaw = normalizeCategoryName(t.categoryRaw);
@@ -125,8 +143,10 @@ export function ImportPage({
 
 						return {
 							...t,
-							isDuplicate: t.externalId ? duplicates.has(t.externalId) : false,
-							selected: t.externalId ? !duplicates.has(t.externalId) : true,
+							reviewId: createClientSafeId(),
+							existingTransactionId,
+							isDuplicate: existingTransactionId !== null,
+							selected: existingTransactionId === null,
 							payerId,
 							categoryId: isCategoryCompatible(
 								mappedCategoryId,
@@ -138,23 +158,64 @@ export function ImportPage({
 					}),
 				);
 			} finally {
-				setIsChecking(false);
+				if (requestId === duplicateCheckRequestId.current) {
+					setIsChecking(false);
+				}
 			}
 		},
-		[isCategoryCompatible, payerId, categoryOptions],
+		[
+			accountOptions,
+			cardOptions,
+			categoryOptions,
+			isCategoryCompatible,
+			payerId,
+		],
 	);
 
-	// Pré-seleciona cartão ou conta com base no tipo detectado no OFX
-	useEffect(() => {
-		if (!statement || accountCardValue) return;
-		if (statement.isCreditCard && cardOptions[0]) {
-			setAccountCardValue(encodeAccountCard("card", cardOptions[0].value));
-		} else if (!statement.isCreditCard && accountOptions[0]) {
-			setAccountCardValue(
-				encodeAccountCard("account", accountOptions[0].value),
-			);
+	const handleAccountCardChange = async (value: string | null) => {
+		const requestId = ++duplicateCheckRequestId.current;
+		setAccountCardValue(value);
+		const destination = value ? decodeAccountCard(value) : null;
+		if (!statement || !destination) {
+			setIsChecking(false);
+			return;
 		}
-	}, [statement, cardOptions, accountOptions, accountCardValue]);
+
+		setIsChecking(true);
+		try {
+			const result = await checkDuplicateOfxTransactions({
+				source: statement.source,
+				accountNumber: statement.accountNumber,
+				destination,
+				rows,
+			});
+			if (requestId !== duplicateCheckRequestId.current) return;
+			if (!result.success) {
+				toast.error(result.error);
+				return;
+			}
+
+			setRows((previousRows) =>
+				previousRows.map((row, index) => {
+					const existingTransactionId =
+						result.rows[index]?.existingTransactionId ?? null;
+					const isDuplicate = existingTransactionId !== null;
+
+					return {
+						...row,
+						existingTransactionId,
+						selected:
+							row.isDuplicate === isDuplicate ? row.selected : !isDuplicate,
+						isDuplicate,
+					};
+				}),
+			);
+		} finally {
+			if (requestId === duplicateCheckRequestId.current) {
+				setIsChecking(false);
+			}
+		}
+	};
 
 	const toggleRow = (index: number) => {
 		setRows((prev) =>
@@ -184,9 +245,9 @@ export function ImportPage({
 
 	const handleUndoDuplicate = async (index: number) => {
 		const row = rows[index];
-		if (!row?.externalId) return;
+		if (!row?.existingTransactionId) return;
 
-		const result = await deleteTransactionByFitId(row.externalId);
+		const result = await deleteImportedTransaction(row.existingTransactionId);
 		if (!result.success) {
 			toast.error("Não foi possível desfazer a importação anterior.");
 			return;
@@ -194,7 +255,14 @@ export function ImportPage({
 
 		setRows((prev) =>
 			prev.map((r, i) =>
-				i === index ? { ...r, isDuplicate: false, selected: true } : r,
+				i === index
+					? {
+							...r,
+							existingTransactionId: null,
+							isDuplicate: false,
+							selected: true,
+						}
+					: r,
 			),
 		);
 		toast.success("Importação anterior removida.");
@@ -261,11 +329,15 @@ export function ImportPage({
 
 		startTransition(async () => {
 			const result = await importTransactionsAction({
+				source: statement.source,
+				accountNumber: statement.accountNumber,
 				rows: selectedRows.map((r) => ({
 					externalId: r.externalId,
+					externalIdOccurrence: r.externalIdOccurrence,
 					date: r.date,
 					amount: r.amount,
 					description: r.description,
+					sourceDescription: r.sourceDescription,
 					transactionType: r.transactionType,
 					categoryId: r.categoryId,
 					payerId: r.payerId,
@@ -369,7 +441,7 @@ export function ImportPage({
 								accountCardValue={accountCardValue}
 								payerId={payerId}
 								invoicePeriod={invoicePeriod}
-								onAccountCardChange={setAccountCardValue}
+								onAccountCardChange={handleAccountCardChange}
 								onPayerChange={handleBulkPayerChange}
 								onInvoicePeriodChange={setInvoicePeriod}
 								onBulkCategoryChange={handleBulkCategoryChange}

src/features/transactions/components/import/review-table.tsx

@@ -43,8 +43,10 @@ const categoryGroupByTransactionType: Record<
 };
 
 export type ReviewRow = ImportedTransaction & {
+	reviewId: string;
 	selected: boolean;
 	isDuplicate: boolean;
+	existingTransactionId: string | null;
 	categoryId: string | null;
 	payerId: string | null;
 };
@@ -80,6 +82,7 @@ export function ReviewTable({
 	const virtualizer = useVirtualizer({
 		count: rows.length,
 		getScrollElement: () => parentRef.current,
+		getItemKey: (index) => rows[index]?.reviewId ?? index,
 		estimateSize: () => 44,
 		overscan: 8,
 	});
@@ -141,7 +144,7 @@ export function ReviewTable({
 							);
 							return (
 								<TableRow
-									key={row.externalId ?? `${row.date}-${index}`}
+									key={row.reviewId}
 									className={
 										row.isDuplicate && !row.selected ? "opacity-50" : ""
 									}

src/features/transactions/components/page/transactions-page.tsx

@@ -82,6 +82,7 @@ interface TransactionsPageProps {
 	allowCreate?: boolean;
 	noteAsColumn?: boolean;
 	columnOrder?: string[] | null;
+	groupTransactionsByDate?: boolean;
 	defaultCardId?: string | null;
 	defaultPaymentMethod?: string | null;
 	lockCardSelection?: boolean;
@@ -119,6 +120,7 @@ export function TransactionsPage({
 	allowCreate = true,
 	noteAsColumn = false,
 	columnOrder = null,
+	groupTransactionsByDate = true,
 	defaultCardId,
 	defaultPaymentMethod,
 	lockCardSelection,
@@ -745,6 +747,7 @@ export function TransactionsPage({
 				currentUserId={currentUserId}
 				noteAsColumn={noteAsColumn}
 				columnOrder={columnOrder}
+				groupTransactionsByDate={groupTransactionsByDate}
 				payerFilterOptions={payerFilterOptions}
 				categoryFilterOptions={categoryFilterOptions}
 				accountCardFilterOptions={accountCardFilterOptions}

src/features/transactions/components/table/transactions-columns.tsx

@@ -51,6 +51,7 @@ type BuildColumnsArgs = {
 	onConvertToRecurring?: (item: TransactionItem) => void;
 	isSettlementLoading: (id: string) => boolean;
 	showActions: boolean;
+	showDateGroups: boolean;
 	columnOrder?: string[] | null;
 };
 
@@ -115,6 +116,7 @@ function buildColumns({
 	onConvertToRecurring,
 	isSettlementLoading,
 	showActions,
+	showDateGroups,
 }: BuildColumnsArgs): ColumnDef<TransactionItem>[] {
 	const noop = () => undefined;
 	const handleEdit = onEdit ?? noop;
@@ -194,12 +196,14 @@ function buildColumns({
 					<span className="flex items-center gap-2">
 						<EstablishmentLogo name={name} size={32} />
 						<span className="flex flex-col py-0.5">
-							<span className="text-xs text-muted-foreground flex items-center gap-2">
-								{formatDate(purchaseDate)}
-								{dueDateLabel ? (
-									<span className="text-primary">{dueDateLabel}</span>
-								) : null}
-							</span>
+							{showDateGroups ? null : (
+								<span className="text-xs text-muted-foreground flex items-center gap-2">
+									{formatDate(purchaseDate)}
+									{dueDateLabel ? (
+										<span className="text-primary">{dueDateLabel}</span>
+									) : null}
+								</span>
+							)}
 							<span className="flex items-center gap-1">
 								<Tooltip>
 									<TooltipTrigger asChild>
@@ -254,6 +258,15 @@ function buildColumns({
 									</Badge>
 								) : null}
 
+								{showDateGroups && dueDateLabel ? (
+									<Badge
+										variant="outline"
+										className="px-2 text-xs text-primary"
+									>
+										{dueDateLabel}
+									</Badge>
+								) : null}
+
 								{isAnticipated && (
 									<Tooltip>
 										<TooltipTrigger asChild>

src/features/transactions/components/table/transactions-mobile-list.tsx

@@ -20,7 +20,7 @@ import {
 	TooltipContent,
 	TooltipTrigger,
 } from "@/shared/components/ui/tooltip";
-import { formatDate } from "@/shared/utils/date";
+import { formatDate, formatDateGroupLabel } from "@/shared/utils/date";
 import { getConditionIcon, getPaymentMethodIcon } from "@/shared/utils/icons";
 import { cn } from "@/shared/utils/ui";
 import type { TransactionItem } from "../types";
@@ -43,6 +43,7 @@ type TransactionsMobileListProps = {
 	onConvertToRecurring?: (item: TransactionItem) => void;
 	isSettlementLoading: (id: string) => boolean;
 	showActions?: boolean;
+	showDateGroups?: boolean;
 };
 
 export function TransactionsMobileList({
@@ -61,28 +62,87 @@ export function TransactionsMobileList({
 	onConvertToRecurring,
 	isSettlementLoading,
 	showActions = true,
+	showDateGroups = true,
 }: TransactionsMobileListProps) {
+	const groups = data.reduce<
+		Array<{ date: string; label: string; items: TransactionItem[] }>
+	>((acc, item) => {
+		const date = item.purchaseDate?.slice(0, 10) ?? "";
+		const existingGroup = acc.find((group) => group.date === date);
+		if (existingGroup) {
+			existingGroup.items.push(item);
+			return acc;
+		}
+
+		acc.push({
+			date,
+			label: formatDateGroupLabel(item.purchaseDate),
+			items: [item],
+		});
+		return acc;
+	}, []);
+
+	if (!showDateGroups) {
+		return (
+			<div className="space-y-3 md:hidden">
+				{data.map((item) => (
+					<TransactionMobileCard
+						key={item.id}
+						item={item}
+						currentUserId={currentUserId}
+						onEdit={onEdit}
+						onCopy={onCopy}
+						onImport={onImport}
+						onConfirmDelete={onConfirmDelete}
+						onViewDetails={onViewDetails}
+						onRefund={onRefund}
+						onToggleSettlement={onToggleSettlement}
+						onAnticipate={onAnticipate}
+						onViewAnticipationHistory={onViewAnticipationHistory}
+						onConvertToInstallment={onConvertToInstallment}
+						onConvertToRecurring={onConvertToRecurring}
+						isSettlementLoading={isSettlementLoading}
+						showActions={showActions}
+						showDate
+					/>
+				))}
+			</div>
+		);
+	}
+
 	return (
-		<div className="space-y-3 md:hidden">
-			{data.map((item) => (
-				<TransactionMobileCard
-					key={item.id}
-					item={item}
-					currentUserId={currentUserId}
-					onEdit={onEdit}
-					onCopy={onCopy}
-					onImport={onImport}
-					onConfirmDelete={onConfirmDelete}
-					onViewDetails={onViewDetails}
-					onRefund={onRefund}
-					onToggleSettlement={onToggleSettlement}
-					onAnticipate={onAnticipate}
-					onViewAnticipationHistory={onViewAnticipationHistory}
-					onConvertToInstallment={onConvertToInstallment}
-					onConvertToRecurring={onConvertToRecurring}
-					isSettlementLoading={isSettlementLoading}
-					showActions={showActions}
-				/>
+		<div className="space-y-4 md:hidden">
+			{groups.map((group, groupIndex) => (
+				<section
+					key={`${group.date || group.label}-${groupIndex}`}
+					className="space-y-2"
+				>
+					<div className="rounded-md border bg-muted/60 px-3 py-1.5 text-xs font-semibold tracking-wide text-muted-foreground">
+						{group.label}
+					</div>
+					<div className="space-y-3">
+						{group.items.map((item) => (
+							<TransactionMobileCard
+								key={item.id}
+								item={item}
+								currentUserId={currentUserId}
+								onEdit={onEdit}
+								onCopy={onCopy}
+								onImport={onImport}
+								onConfirmDelete={onConfirmDelete}
+								onViewDetails={onViewDetails}
+								onRefund={onRefund}
+								onToggleSettlement={onToggleSettlement}
+								onAnticipate={onAnticipate}
+								onViewAnticipationHistory={onViewAnticipationHistory}
+								onConvertToInstallment={onConvertToInstallment}
+								onConvertToRecurring={onConvertToRecurring}
+								isSettlementLoading={isSettlementLoading}
+								showActions={showActions}
+							/>
+						))}
+					</div>
+				</section>
 			))}
 		</div>
 	);
@@ -90,6 +150,7 @@ export function TransactionsMobileList({
 
 type TransactionMobileCardProps = Omit<TransactionsMobileListProps, "data"> & {
 	item: TransactionItem;
+	showDate?: boolean;
 };
 
 function TransactionMobileCard({
@@ -108,6 +169,7 @@ function TransactionMobileCard({
 	onConvertToRecurring,
 	isSettlementLoading,
 	showActions = true,
+	showDate = false,
 }: TransactionMobileCardProps) {
 	const installmentBadge =
 		item.currentInstallment && item.installmentCount
@@ -156,10 +218,12 @@ function TransactionMobileCard({
 								{item.name}
 							</h3>
 							<div className="mt-1 flex min-w-0 flex-wrap items-center gap-x-2 gap-y-1 text-xs text-muted-foreground">
-								<span className="inline-flex items-center gap-1">
-									<RiCalendarEventLine className="size-3.5" aria-hidden />
-									{formatDate(item.purchaseDate)}
-								</span>
+								{showDate ? (
+									<span className="inline-flex items-center gap-1">
+										<RiCalendarEventLine className="size-3.5" aria-hidden />
+										{formatDate(item.purchaseDate)}
+									</span>
+								) : null}
 								{dueDateLabel ? (
 									<span className="font-medium text-primary">
 										{dueDateLabel}

src/features/transactions/components/table/transactions-table.tsx

@@ -9,13 +9,14 @@ import {
 	getCoreRowModel,
 	getPaginationRowModel,
 	getSortedRowModel,
+	type Row,
 	type RowSelectionState,
 	type SortingState,
 	useReactTable,
 	type VisibilityState,
 } from "@tanstack/react-table";
 import { usePathname, useRouter, useSearchParams } from "next/navigation";
-import { type ReactNode, useMemo, useState } from "react";
+import { Fragment, type ReactNode, useMemo, useState } from "react";
 import type {
 	TransactionsExportContext,
 	TransactionsPaginationState,
@@ -37,6 +38,7 @@ import {
 	TooltipProvider,
 	TooltipTrigger,
 } from "@/shared/components/ui/tooltip";
+import { formatDateGroupLabel } from "@/shared/utils/date";
 import { cn } from "@/shared/utils/ui";
 import { TransactionsExport } from "../transactions-export";
 import type {
@@ -79,6 +81,7 @@ type TransactionsTableProps = {
 	isSettlementLoading?: (id: string) => boolean;
 	showActions?: boolean;
 	showFilters?: boolean;
+	groupTransactionsByDate?: boolean;
 };
 
 export function TransactionsTable({
@@ -110,6 +113,7 @@ export function TransactionsTable({
 	isSettlementLoading,
 	showActions = true,
 	showFilters = true,
+	groupTransactionsByDate = true,
 }: TransactionsTableProps) {
 	const router = useRouter();
 	const pathname = usePathname();
@@ -145,12 +149,14 @@ export function TransactionsTable({
 				onViewAnticipationHistory,
 				isSettlementLoading: isSettlementLoading ?? (() => false),
 				showActions,
+				showDateGroups: groupTransactionsByDate,
 				columnOrder: columnOrderPreference,
 			}),
 		[
 			currentUserId,
 			noteAsColumn,
 			columnOrderPreference,
+			groupTransactionsByDate,
 			onEdit,
 			onCopy,
 			onImport,
@@ -191,6 +197,24 @@ export function TransactionsTable({
 
 	const rowModel = table.getRowModel();
 	const hasRows = rowModel.rows.length > 0;
+	const groupedRows = rowModel.rows.reduce<
+		Array<{ date: string; label: string; rows: Row<TransactionItem>[] }>
+	>((acc, row) => {
+		const date = row.original.purchaseDate?.slice(0, 10) ?? "";
+		const existingGroup = acc.find((group) => group.date === date);
+		if (existingGroup) {
+			existingGroup.rows.push(row);
+			return acc;
+		}
+
+		acc.push({
+			date,
+			label: formatDateGroupLabel(row.original.purchaseDate),
+			rows: [row],
+		});
+		return acc;
+	}, []);
+	const visibleColumnCount = table.getVisibleLeafColumns().length;
 	const totalRows = isServerPaginated
 		? (serverPagination?.totalItems ?? 0)
 		: table.getCoreRowModel().rows.length;
@@ -275,6 +299,25 @@ export function TransactionsTable({
 
 	const showTopControls =
 		Boolean(createSlot) || Boolean(onMassAdd) || showFilters;
+	const renderTransactionRow = (row: Row<TransactionItem>) => (
+		<TableRow
+			key={row.id}
+			className={cn(
+				row.original.paymentMethod === "Boleto" &&
+					row.original.dueDate &&
+					!row.original.isSettled &&
+					new Date(row.original.dueDate) < new Date()
+					? "bg-destructive/3 hover:bg-destructive/5"
+					: undefined,
+			)}
+		>
+			{row.getVisibleCells().map((cell) => (
+				<TableCell key={cell.id}>
+					{flexRender(cell.column.columnDef.cell, cell.getContext())}
+				</TableCell>
+			))}
+		</TableRow>
+	);
 
 	return (
 		<TooltipProvider>
@@ -366,7 +409,7 @@ export function TransactionsTable({
 			) : null}
 
 			<Card className="py-2">
-				<CardContent className="px-2 py-4 sm:px-4">
+				<CardContent className="px-2 sm:px-4">
 					{hasRows ? (
 						<>
 							<TransactionsMobileList
@@ -383,6 +426,7 @@ export function TransactionsTable({
 								onViewAnticipationHistory={onViewAnticipationHistory}
 								isSettlementLoading={isSettlementLoading ?? (() => false)}
 								showActions={showActions}
+								showDateGroups={groupTransactionsByDate}
 							/>
 
 							<div className="hidden overflow-x-auto md:block">
@@ -407,28 +451,23 @@ export function TransactionsTable({
 										))}
 									</TableHeader>
 									<TableBody>
-										{rowModel.rows.map((row) => (
-											<TableRow
-												key={row.id}
-												className={cn(
-													row.original.paymentMethod === "Boleto" &&
-														row.original.dueDate &&
-														!row.original.isSettled &&
-														new Date(row.original.dueDate) < new Date()
-														? "bg-destructive/3 hover:bg-destructive/5"
-														: undefined,
-												)}
-											>
-												{row.getVisibleCells().map((cell) => (
-													<TableCell key={cell.id}>
-														{flexRender(
-															cell.column.columnDef.cell,
-															cell.getContext(),
-														)}
-													</TableCell>
-												))}
-											</TableRow>
-										))}
+										{groupTransactionsByDate
+											? groupedRows.map((group, groupIndex) => (
+													<Fragment
+														key={`${group.date || group.label}-${groupIndex}`}
+													>
+														<TableRow className="border-y bg-muted/40 hover:bg-muted/60">
+															<TableCell
+																colSpan={visibleColumnCount}
+																className="h-9 px-3 py-2 text-xs font-semibold text-muted-foreground"
+															>
+																{group.label}
+															</TableCell>
+														</TableRow>
+														{group.rows.map(renderTransactionRow)}
+													</Fragment>
+												))
+											: rowModel.rows.map(renderTransactionRow)}
 									</TableBody>
 								</Table>
 							</div>

src/features/transactions/lib/attachments-config.ts

@@ -1,13 +1,7 @@
-export const ALLOWED_MIME_TYPES = [
-	"application/pdf",
-	"image/jpeg",
-	"image/png",
-	"image/webp",
-] as const;
-
-export const DEFAULT_MAX_FILE_SIZE_MB = 50;
-
-export const MAX_FILE_SIZE = DEFAULT_MAX_FILE_SIZE_MB * 1024 * 1024; // 50MB (fallback)
-
-export const ATTACHMENT_SIZE_OPTIONS = [5, 10, 25, 50, 100] as const;
-export type AttachmentSizeOption = (typeof ATTACHMENT_SIZE_OPTIONS)[number];
+export {
+	ALLOWED_MIME_TYPES,
+	ATTACHMENT_SIZE_OPTIONS,
+	type AttachmentSizeOption,
+	DEFAULT_MAX_FILE_SIZE_MB,
+	MAX_FILE_SIZE,
+} from "@/shared/lib/attachments/config";

src/features/transactions/lib/ofx-import-fingerprint.ts

@@ -0,0 +1,24 @@
+import "server-only";
+
+import { createHash } from "node:crypto";
+import {
+	buildOfxFingerprintPayload,
+	type OfxIdentityRow,
+	type OfxImportDestination,
+} from "@/shared/lib/import/ofx-identity";
+
+type CreateOfxImportFingerprintInput = {
+	source: string;
+	accountNumber: string | null;
+	destination: OfxImportDestination;
+	row: OfxIdentityRow;
+};
+
+export function createOfxImportFingerprint(
+	input: CreateOfxImportFingerprintInput,
+): string | null {
+	const payload = buildOfxFingerprintPayload(input);
+	if (!payload) return null;
+
+	return createHash("sha256").update(payload).digest("hex");
+}

src/features/transactions/lib/page-helpers.ts

@@ -6,6 +6,7 @@ import {
 	ilike,
 	inArray,
 	isNotNull,
+	isNull,
 	lte,
 	or,
 	sql,
@@ -384,6 +385,7 @@ export const buildTransactionWhere = ({
 	cardId,
 	accountId,
 	payerId,
+	hideAnticipatedInstallments = false,
 }: {
 	userId: string;
 	period: string;
@@ -392,6 +394,7 @@ export const buildTransactionWhere = ({
 	cardId?: string;
 	accountId?: string;
 	payerId?: string;
+	hideAnticipatedInstallments?: boolean;
 }): SQL[] => {
 	const where: SQL[] = [eq(transactions.userId, userId)];
 
@@ -421,6 +424,15 @@ export const buildTransactionWhere = ({
 		where.push(eq(transactions.payerId, payerId));
 	}
 
+	if (hideAnticipatedInstallments) {
+		where.push(
+			or(
+				isNull(transactions.isAnticipated),
+				eq(transactions.isAnticipated, false),
+			) as SQL,
+		);
+	}
+
 	if (cardId) {
 		where.push(eq(transactions.cardId, cardId));
 	}

src/shared/components/entity-avatar/establishment-logo-picker.tsx

@@ -102,7 +102,7 @@ export function EstablishmentLogoPicker({
 	}
 
 	return (
-		<Popover open={open} onOpenChange={onOpenChange}>
+		<Popover modal open={open} onOpenChange={onOpenChange}>
 			<PopoverTrigger asChild>{children}</PopoverTrigger>
 			<PopoverContent className="w-80 p-3" align="start" side="bottom">
 				<p className="mb-2 text-muted-foreground text-xs">

src/shared/components/feedback/content-error-boundary.tsx

@@ -0,0 +1,38 @@
+"use client";
+
+import { RiErrorWarningLine } from "@remixicon/react";
+import { catchError, type ErrorInfo } from "next/error";
+import { EmptyState } from "@/shared/components/feedback/empty-state";
+import { Button } from "@/shared/components/ui/button";
+
+type ContentErrorBoundaryProps = {
+	title: string;
+	description: string;
+};
+
+function ContentErrorFallback(
+	{ title, description }: ContentErrorBoundaryProps,
+	{ retry }: ErrorInfo,
+) {
+	return (
+		<div
+			role="alert"
+			className="flex min-h-64 w-full items-center justify-center"
+		>
+			<EmptyState
+				title={title}
+				description={description}
+				media={<RiErrorWarningLine className="size-5 text-destructive" />}
+				mediaVariant="icon"
+				className="min-h-64 border border-dashed"
+			>
+				<Button type="button" variant="outline" onClick={retry}>
+					Tentar novamente
+				</Button>
+			</EmptyState>
+		</div>
+	);
+}
+
+export const ContentErrorBoundary =
+	catchError<ContentErrorBoundaryProps>(ContentErrorFallback);

src/shared/components/month-picker/month-navigation.tsx

@@ -93,6 +93,7 @@ export default function MonthNavigation() {
 					<Popover open={isPickerOpen} onOpenChange={setIsPickerOpen}>
 						<PopoverTrigger asChild>
 							<Button
+								type="button"
 								variant="ghost"
 								size="sm"
 								disabled={isPending}

src/shared/components/period-picker.tsx

@@ -44,9 +44,10 @@ export function PeriodPicker({
 	};
 
 	return (
-		<Popover open={open} onOpenChange={setOpen}>
+		<Popover modal open={open} onOpenChange={setOpen}>
 			<PopoverTrigger asChild>
 				<Button
+					type="button"
 					variant={variant}
 					size={size}
 					disabled={disabled}

src/shared/components/ui/calendar.tsx

@@ -197,6 +197,7 @@ function CalendarDayButton({
 	return (
 		<Button
 			ref={ref}
+			type="button"
 			variant="ghost"
 			size="icon"
 			data-day={day.date.toLocaleDateString()}

src/shared/components/ui/checkbox.tsx

@@ -13,7 +13,7 @@ function Checkbox({
 		<CheckboxPrimitive.Root
 			data-slot="checkbox"
 			className={cn(
-				"peer border-input dark:bg-input/30 data-[state=checked]:bg-primary data-[state=checked]:text-primary-foreground dark:data-[state=checked]:bg-primary data-[state=checked]:border-primary data-[state=indeterminate]:bg-primary data-[state=indeterminate]:text-primary-foreground data-[state=indeterminate]:border-primary focus-visible:border-ring focus-visible:ring-ring/50 aria-invalid:ring-destructive/20 dark:aria-invalid:ring-destructive/40 aria-invalid:border-destructive size-4 shrink-0 rounded-lg border shadow-xs transition-shadow outline-none focus-visible:ring-[3px] disabled:cursor-not-allowed disabled:opacity-50",
+				"peer border-input dark:bg-input/40 data-[state=checked]:bg-primary data-[state=checked]:text-primary-foreground dark:data-[state=checked]:bg-primary data-[state=checked]:border-primary data-[state=indeterminate]:bg-primary data-[state=indeterminate]:text-primary-foreground data-[state=indeterminate]:border-primary focus-visible:border-ring focus-visible:ring-ring/50 aria-invalid:ring-destructive/20 dark:aria-invalid:ring-destructive/40 aria-invalid:border-destructive size-3.5 shrink-0 rounded border shadow-xs transition-shadow outline-none focus-visible:ring-[3px] disabled:cursor-not-allowed disabled:opacity-50",
 				className,
 			)}
 			{...props}

src/shared/components/ui/date-picker.tsx

@@ -148,7 +148,7 @@ export function DatePicker({
 				required={required}
 				disabled={disabled}
 			/>
-			<Popover open={open} onOpenChange={setOpen}>
+			<Popover modal open={open} onOpenChange={setOpen}>
 				<PopoverTrigger asChild>
 					<Button
 						type="button"

src/shared/components/ui/month-picker.tsx

@@ -128,6 +128,7 @@ function MonthCal({
 				</div>
 				<div className="space-x-1 flex items-center">
 					<button
+						type="button"
 						onClick={() => {
 							setMenuYear(menuYear - 1);
 							if (onYearBackward) onYearBackward();
@@ -140,6 +141,7 @@ function MonthCal({
 						<RiArrowLeftSFill className="opacity-50 size-4" />
 					</button>
 					<button
+						type="button"
 						onClick={() => {
 							setMenuYear(menuYear + 1);
 							if (onYearForward) onYearForward();
@@ -165,6 +167,7 @@ function MonthCal({
 											className="h-10 w-1/4 text-center text-sm p-0 relative [&:has([aria-selected].day-range-end)]:rounded-r-md [&:has([aria-selected].day-outside)]:bg-accent/50 [&:has([aria-selected])]:bg-accent first:[&:has([aria-selected])]:rounded-l-md last:[&:has([aria-selected])]:rounded-r-md focus-within:relative focus-within:z-20"
 										>
 											<button
+												type="button"
 												onClick={() => {
 													setMonth(m.number);
 													setYear(menuYear);

src/shared/lib/attachments/config.ts

@@ -0,0 +1,11 @@
+export const ALLOWED_MIME_TYPES = [
+	"application/pdf",
+	"image/jpeg",
+	"image/png",
+	"image/webp",
+] as const;
+
+export const DEFAULT_MAX_FILE_SIZE_MB = 50;
+export const ATTACHMENT_SIZE_OPTIONS = [5, 10, 25, 50, 100] as const;
+export type AttachmentSizeOption = (typeof ATTACHMENT_SIZE_OPTIONS)[number];
+export const MAX_FILE_SIZE = DEFAULT_MAX_FILE_SIZE_MB * 1024 * 1024;

src/shared/lib/import/ofx-identity.ts

@@ -0,0 +1,69 @@
+import { formatDecimalForDbRequired } from "@/shared/utils/currency";
+
+export type OfxImportDestination = {
+	type: "account" | "card";
+	id: string;
+};
+
+export type OfxIdentityRow = {
+	externalId: string | null;
+	externalIdOccurrence: number;
+	date: string;
+	amount: number;
+	transactionType: "income" | "expense";
+	sourceDescription: string;
+};
+
+type OfxIdentityInput = {
+	source: string;
+	accountNumber: string | null;
+	destination: OfxImportDestination;
+	row: OfxIdentityRow;
+};
+
+export function normalizeOfxIdentityText(value: string): string {
+	return value.normalize("NFKC").trim().replace(/\s+/g, " ").toLowerCase();
+}
+
+export function buildOfxOccurrenceKey(
+	row: Omit<OfxIdentityRow, "externalIdOccurrence">,
+): string | null {
+	if (!row.externalId) return null;
+
+	const signedAmount =
+		row.transactionType === "expense" ? -row.amount : row.amount;
+
+	return JSON.stringify([
+		row.externalId.trim(),
+		row.date,
+		formatDecimalForDbRequired(signedAmount),
+		row.transactionType,
+		normalizeOfxIdentityText(row.sourceDescription),
+	]);
+}
+
+export function buildOfxFingerprintPayload({
+	source,
+	accountNumber,
+	destination,
+	row,
+}: OfxIdentityInput): string | null {
+	if (!row.externalId) return null;
+
+	const signedAmount =
+		row.transactionType === "expense" ? -row.amount : row.amount;
+
+	return JSON.stringify([
+		"openmonetis-ofx-v1",
+		normalizeOfxIdentityText(source),
+		normalizeOfxIdentityText(accountNumber ?? ""),
+		destination.type,
+		destination.id,
+		row.externalId.trim(),
+		row.date,
+		formatDecimalForDbRequired(signedAmount),
+		row.transactionType,
+		normalizeOfxIdentityText(row.sourceDescription),
+		row.externalIdOccurrence,
+	]);
+}

src/shared/lib/import/ofx-parser.ts

@@ -1,3 +1,4 @@
+import { buildOfxOccurrenceKey } from "./ofx-identity";
 import type { ImportedTransaction, ImportStatement } from "./types";
 
 // Extrai o valor de uma tag leaf do OFX SGML: <TAG>valor
@@ -32,6 +33,7 @@ export function parseOfx(content: string): ImportStatement {
 
 	// Transações
 	const blocks = xml.match(/<STMTTRN>[\s\S]*?<\/STMTTRN>/g) ?? [];
+	const occurrenceCounts = new Map<string, number>();
 	const transactions: ImportedTransaction[] = blocks.map((block) => {
 		const trnType = getField(block, "TRNTYPE") ?? "DEBIT";
 		const dtPosted = getField(block, "DTPOSTED") ?? "";
@@ -41,16 +43,30 @@ export function parseOfx(content: string): ImportStatement {
 		const name = getField(block, "NAME");
 
 		const amount = Number.parseFloat(trnAmt.replace(",", "."));
-		const transactionType =
+		const transactionType: ImportedTransaction["transactionType"] =
 			amount > 0 || trnType === "CREDIT" ? "income" : "expense";
-
-		return {
+		const description = memo ?? name ?? "";
+		const transaction = {
 			externalId: fitId,
 			date: parseOfxDate(dtPosted),
 			amount: Math.abs(amount),
-			description: memo ?? name ?? "",
+			description,
+			sourceDescription: description,
 			transactionType,
 		};
+		const occurrenceKey = buildOfxOccurrenceKey(transaction);
+		const externalIdOccurrence = occurrenceKey
+			? (occurrenceCounts.get(occurrenceKey) ?? 0)
+			: 0;
+
+		if (occurrenceKey) {
+			occurrenceCounts.set(occurrenceKey, externalIdOccurrence + 1);
+		}
+
+		return {
+			...transaction,
+			externalIdOccurrence,
+		};
 	});
 
 	const isCreditCard = xml.includes("<CREDITCARDMSGSRSV1>");

src/shared/lib/import/types.ts

@@ -1,8 +1,10 @@
 export type ImportedTransaction = {
 	externalId: string | null; // FITID do OFX
+	externalIdOccurrence: number; // posição entre registros OFX idênticos
 	date: string; // YYYY-MM-DD
 	amount: number; // positivo = receita, negativo = despesa
 	description: string; // MEMO ou NAME
+	sourceDescription: string; // descrição original, preservada para deduplicação
 	transactionType: "income" | "expense";
 	categoryRaw?: string | null;
 };

src/shared/lib/import/xls-parser.ts

@@ -105,9 +105,11 @@ export async function parseXls(buffer: ArrayBuffer): Promise<ImportStatement> {
 
 		transactions.push({
 			externalId: null,
+			externalIdOccurrence: 0,
 			date,
 			amount,
 			description,
+			sourceDescription: description,
 			transactionType,
 			categoryRaw,
 		});

src/shared/utils/date.ts

@@ -331,6 +331,45 @@ export function formatDate(value: string | Date | null | undefined): string {
 		.replace(" de", "");
 }
 
+/**
+ * Formats a date-only value as a compact group label.
+ * @example
+ * formatDateGroupLabel("2026-06-26") // "SEX, 26 JUN 2026"
+ */
+export function formatDateGroupLabel(
+	value: string | Date | null | undefined,
+): string {
+	const dateString = toDateOnlyString(value);
+	if (!dateString) {
+		return "—";
+	}
+
+	const parsed = parseUtcDateString(dateString);
+	if (!parsed) {
+		return "—";
+	}
+
+	const parts = new Intl.DateTimeFormat("pt-BR", {
+		weekday: "short",
+		day: "2-digit",
+		month: "short",
+		year: "numeric",
+		timeZone: "UTC",
+	}).formatToParts(parsed);
+	const weekday = parts.find((part) => part.type === "weekday")?.value;
+	const day = parts.find((part) => part.type === "day")?.value;
+	const month = parts.find((part) => part.type === "month")?.value;
+	const year = parts.find((part) => part.type === "year")?.value;
+
+	if (!weekday || !day || !month || !year) {
+		return "—";
+	}
+
+	return `${weekday.replace(".", "").toUpperCase()}, ${day} ${month
+		.replace(".", "")
+		.toUpperCase()} ${year}`;
+}
+
 /**
  * Formats a date-only value (YYYY-MM-DD) using UTC to preserve the civil day
  */