chore: preparar versão 2.7.12

.github/workflows/ci.yml

@@ -0,0 +1,49 @@
+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: 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:
+    tags:
-      - main
+      - "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="${{ steps.version.outputs.value }}"
+          VERSION="${GITHUB_REF_NAME#v}"
-          # Extrai o bloco entre ## [X.Y.Z] e o próximo ## [
+          NOTES=$(awk -v version="$VERSION" '
-          NOTES=$(awk "/^## \[$VERSION\]/{found=1; next} found && /^## \[/{exit} found{print}" CHANGELOG.md)
+            index($0, "## [" version "]") == 1 { found=1; next }
-          # Remove linhas em branco do início e fim
+            found && /^## \[/ { exit }
-          NOTES=$(echo "$NOTES" | sed '/./,$!d' | sed -e :a -e '/^\n*$/{$d;N;ba}')
+            found && !started && /^[[:space:]]*$/ { 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
+      - name: Create GitHub Release
-        if: steps.tag_check.outputs.exists == 'false'
         uses: softprops/action-gh-release@v2
         with:
-          tag_name: ${{ steps.version.outputs.tag }}
+          tag_name: ${{ github.ref_name }}
-          name: ${{ steps.version.outputs.tag }}
+          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

@@ -0,0 +1,366 @@
+# 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.
+
+## Related Projects
+
+- **OpenMonetis Companion** (`~/github/openmonetis-companion`): Android app que captura notificacoes de apps bancarios e envia para o OpenMonetis via API. Os itens chegam na feature `inbox` para revisao.
+
+---
+
+## Critical Rules
+
+1. **Sempre filtrar por `userId`** em queries.
+2. **Usar `getAdminPayerId(userId)`** de `src/shared/lib/payers/get-admin-id.ts` ao inves de JOIN com `payers` para descobrir o admin.
+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 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.
+
+---
+
+## Architecture
+
+### Feature-First
+
+- `src/app/`: roteamento, layouts, loading states e paginas finas
+- `src/features/`: codigo de dominio por feature
+- `src/shared/`: tudo que e genuinamente reutilizado entre features
+- `src/db/`: schema do banco
+
+### Regra Feature vs Shared
+
+Use esta pergunta:
+
+> Se eu deletar esta feature, este arquivo deveria sumir junto?
+
+- Sim: vai para `src/features/<feature>/`
+- Nao: vai para `src/shared/`
+
+### Features nao importam outras features
+
+Se um contrato cruza dominios, ele deve morar em `src/shared/`.
+
+**Excecao intencional: `attachments` depende de `transactions`**
+
+`src/features/attachments` importa `TransactionDialog`, `TransactionDetailsDialog` e `TransactionItem` diretamente de `src/features/transactions`. Isso e uma dependencia explicita e aceita: anexos sao semanticamente uma extensao de lancamentos — existem por causa deles e nao fazem sentido sem esse contexto. Mover esses componentes para `shared/` seria errado (eles pertencem a transactions). Nao tratar isso como bug a corrigir.
+
+Exemplos comuns:
+
+- auth: `src/shared/lib/auth/*`
+- db: `src/shared/lib/db.ts`
+- revalidation helpers: `src/shared/lib/actions/*`
+- payers cross-domain helpers: `src/shared/lib/payers/*`
+- period/currency/date: `src/shared/utils/*`
+- shadcn/ui: `src/shared/components/ui/*`
+
+---
+
+## Directory Structure
+
+```text
+src/
+├── app/
+│   ├── (auth)/
+│   │   ├── login/page.tsx
+│   │   └── signup/page.tsx
+│   ├── (dashboard)/
+│   │   ├── dashboard/
+│   │   ├── transactions/
+│   │   ├── cards/
+│   │   │   └── [cardId]/invoice/
+│   │   ├── accounts/
+│   │   │   └── [accountId]/statement/
+│   │   ├── categories/
+│   │   │   ├── [categoryId]/
+│   │   │   └── history/
+│   │   ├── budgets/
+│   │   ├── payers/
+│   │   │   └── [payerId]/
+│   │   ├── notes/
+│   │   ├── insights/
+│   │   ├── calendar/
+│   │   ├── inbox/
+│   │   ├── attachments/
+│   │   ├── changelog/
+│   │   ├── reports/
+│   │   │   ├── category-trends/
+│   │   │   ├── card-usage/
+│   │   │   ├── installment-analysis/
+│   │   │   └── establishments/
+│   │   └── settings/
+│   ├── (landing-page)/
+│   ├── api/
+│   ├── globals.css
+│   └── layout.tsx
+├── features/                      # cada feature segue: actions.ts, queries.ts, actions/, components/, hooks/, lib/
+│   ├── auth/
+│   ├── landing/
+│   ├── dashboard/
+│   ├── transactions/
+│   ├── cards/
+│   ├── invoices/
+│   ├── accounts/
+│   ├── categories/
+│   ├── budgets/
+│   ├── payers/
+│   ├── notes/
+│   ├── insights/
+│   ├── calendar/
+│   ├── inbox/
+│   ├── attachments/
+│   ├── reports/
+│   └── settings/
+├── shared/
+│   ├── components/
+│   │   ├── ui/                # shadcn/ui primitives
+│   │   ├── navigation/        # navbar, sidebar, breadcrumbs
+│   │   ├── providers/         # React context providers
+│   │   ├── brand/             # logos do app (logo, logo-icon, logo-text)
+│   │   ├── widgets/           # widget-card, widget-empty-state, expandable-widget-card
+│   │   ├── feedback/          # empty-state, status-dot, payment-success
+│   │   ├── month-picker/
+│   │   ├── logo-picker/
+│   │   ├── calculator/
+│   │   ├── entity-avatar/
+│   │   └── skeletons/
+│   ├── hooks/
+│   ├── lib/
+│   │   ├── actions/
+│   │   ├── auth/
+│   │   ├── accounts/
+│   │   ├── cards/
+│   │   ├── calculator/
+│   │   ├── categories/
+│   │   ├── email/
+│   │   ├── import/
+│   │   ├── installments/
+│   │   ├── invoices/
+│   │   ├── logo/
+│   │   ├── notifications/
+│   │   ├── payers/
+│   │   ├── schemas/
+│   │   ├── storage/
+│   │   ├── transfers/
+│   │   ├── types/
+│   │   ├── version/
+│   │   └── db.ts
+│   └── utils/
+│       ├── period/
+│       ├── calculator.ts
+│       ├── calendar.ts
+│       ├── category-colors.ts
+│       ├── currency.ts
+│       ├── date.ts
+│       ├── export-branding.ts
+│       ├── fetch-json.ts
+│       ├── financial-dates.ts
+│       ├── icons.tsx
+│       ├── id.ts
+│       ├── initials.ts
+│       ├── math.ts
+│       ├── number.ts
+│       ├── percentage.ts
+│       ├── string.ts
+│       └── ui.ts
+└── db/
+    └── schema.ts
+```
+
+### Estrutura interna padrão de uma feature
+
+Toda feature em `src/features/<nome>/` segue:
+
+```text
+<feature>/
+├── actions.ts        # entry point de Server Actions (barrel quando há actions/)
+├── queries.ts        # entry point de leitura do banco
+├── actions/          # (opcional) Server Actions divididas por domínio quando o volume cresce
+├── components/       # componentes de UI da feature
+├── hooks/            # React hooks específicos da feature
+└── lib/              # helpers, types, sub-queries e constantes internas
+```
+
+`actions.ts` e `queries.ts` são as portas de entrada da feature. Tudo que é helper interno fica em `lib/`. Componentes e hooks ficam nas pastas com nome óbvio.
+
+---
+
+## Import Patterns
+
+### Preferidos
+
+```ts
+import { getUser } from "@/shared/lib/auth/server";
+import { revalidateForEntity } from "@/shared/lib/actions/helpers";
+import { parsePeriodParam } from "@/shared/utils/period";
+import { TransactionsPage } from "@/features/transactions/components/page/transactions-page";
+import { fetchLancamentos } from "@/features/transactions/queries";
+```
+
+### Evitar
+
+```ts
+import { Something } from "@/components/...";
+import { Something } from "@/lib/...";
+import { something } from "@/app/(dashboard)/...";
+```
+
+---
+
+## App Router Pattern
+
+Paginas em `src/app/` devem ser finas:
+
+```ts
+import { getUser } from "@/shared/lib/auth/server";
+import { TransactionsPage } from "@/features/transactions/components/page/transactions-page";
+import { fetchLancamentos } from "@/features/transactions/queries";
+
+export default async function Page() {
+  const user = await getUser();
+  const data = await fetchLancamentos([/* filters */]);
+  return <TransactionsPage {...data} />;
+}
+```
+
+Layouts, `loading.tsx` e metadata continuam em `src/app/`.
+
+---
+
+## Naming
+
+### Routes / folders
+
+| Portugues | English |
+|---|---|
+| `lancamentos` | `transactions` |
+| `cartoes` | `cards` |
+| `contas` | `accounts` |
+| `categorias` | `categories` |
+| `orcamentos` | `budgets` |
+| `pessoas` | `payers` |
+
+> **Nota:** o conceito de "pagador" foi renomeado para **"pessoa"** na UI (labels, toasts, textos visíveis ao usuário). O código, rotas e schema continuam usando o termo original em inglês (`payer`, `payerId`, `adminPayerId`) e em português interno (`pagador` como variável). Não renomear esses identificadores — a divergência entre UI e código é intencional e documentada.
+| `anotacoes` | `notes` |
+| `calendario` | `calendar` |
+| `ajustes` | `settings` |
+| `pre-lancamentos` | `inbox` |
+| `relatorios/tendencias` | `reports/category-trends` |
+| `relatorios/uso-cartoes` | `reports/card-usage` |
+| `relatorios/analise-parcelas` | `reports/installment-analysis` |
+| `relatorios/estabelecimentos` | `reports/establishments` |
+| `contas/[contaId]/extrato` | `accounts/[accountId]/statement` |
+| `cartoes/[cartaoId]/fatura` | `cards/[cardId]/invoice` |
+| `categorias/historico` | `categories/history` |
+| `changelog` | `settings/changelog` |
+
+### Files
+
+- preferir `kebab-case`
+- preferir nomes em ingles
+- manter nomes internos de tipos/funcoes somente quando a troca aumentar risco sem ganho real
+
+---
+
+## Commands
+
+```bash
+pnpm run dev
+pnpm run build
+pnpm run lint
+pnpm run lint:fix
+pnpm exec next typegen
+pnpm exec tsc --noEmit
+pnpm run db:generate
+pnpm run db:push
+pnpm run db:studio
+pnpm run docker:up:db
+```
+
+---
+
+## Revalidation
+
+Arquivo: `src/shared/lib/actions/helpers.ts`
+
+- atualizar sempre os paths em ingles
+- lembrar de manter a tag `"dashboard"` para invalidacoes financeiras
+
+---
+
+## Auth
+
+- `getUser()` / `getUserId()` em `src/shared/lib/auth/server.ts`
+- sessao deduplicada por request com `React.cache()`
+
+---
+
+## Dashboard Fetcher
+
+Padrao recomendado:
+
+```ts
+import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
+
+export async function fetchData(userId: string, period: string) {
+  const adminPayerId = await getAdminPayerId(userId);
+  if (!adminPayerId) return [];
+
+  return db.query.transactions.findMany({
+    where: /* sempre com userId + adminPayerId + period */,
+  });
+}
+```
+
+---
+
+## New Feature Checklist
+
+1. Criar a rota fina em `src/app/(dashboard)/<feature>/page.tsx`
+2. Criar a feature em `src/features/<feature>/`
+3. Separar:
+   - `components/`
+   - `queries.ts` (entry point de leitura)
+   - `actions.ts` (entry point de Server Actions; vira barrel quando crescer e migrar para `actions/`)
+   - `lib/` para helpers internos, sub-queries por tópico, types e constantes da feature
+   - `types.ts` ou `schemas.ts` quando fizer sentido (alternativa a `lib/`)
+   - `hooks/` quando houver hooks específicos da feature
+4. Extrair para `src/shared/` tudo que for reutilizavel
+5. Atualizar navegacao e `revalidateForEntity()` se a feature tiver CRUD
+6. Rodar:
+   - `pnpm exec next typegen`
+   - `pnpm exec tsc --noEmit`
+   - `pnpm run lint`
+
+---
+
+## Security Rules
+
+Regras aplicadas automaticamente ao gerar codigo.
+
+### Secrets
+Nunca colocar API keys, credenciais de banco ou tokens em codigo frontend. Evitar variaveis prefixadas com `NEXT_PUBLIC_` para dados sensiveis — estas sao bundladas no cliente. Usar variaveis server-side apenas. `.env` deve estar no `.gitignore` antes do primeiro commit. `.env.example` deve ter apenas placeholders.
+
+### Autenticacao & Autorizacao
+Toda rota protegida em `src/app/api/` requer `getUser()` ou `getOptionalUserSession()` antes de qualquer logica, retornando 401 para nao autenticados. Rotas com IDs de recursos devem verificar ownership: `eq(table.userId, userId)`. Rotas admin devem checar role e retornar 403 para nao-admins. Session cookies em Better Auth ja tem `httpOnly`, `secure` e `sameSite` configurados — nao alterar.
+
+### Input & Output
+Usar Drizzle ORM (parametrizado por padrao) — nunca concatenar input de usuario em SQL. Validar todo input com Zod antes de usar. Upload de arquivos: usar whitelist de MIME types (`ALLOWED_MIME_TYPES`), presigned URLs para S3, token de upload assinado com verificacao pos-upload. Nunca usar `dangerouslySetInnerHTML` com conteudo de usuario.
+
+### Headers & CSP
+CSP definida em `src/proxy.ts` via middleware — alterar la, nao em `next.config.ts`. Headers de seguranca (HSTS, X-Frame-Options, etc.) definidos em `next.config.ts`. Nao remover nem enfraquecer essas configuracoes.
+
+### Rate Limiting
+Login: 5 tentativas/min. Signup: 3 tentativas/min. API tokens: 100 req/min (inbox), 20 req/min (batch). Configurado em `src/shared/lib/auth/config.ts` e nas rotas de inbox. Nao remover.
+
+### Tratamento de Erros
+Erros nao devem expor stack traces, paths ou nomes de bibliotecas ao cliente. Usar mensagens genericas: `"Algo deu errado"`. Logar detalhes apenas no servidor com `console.error()`.
+
+### Dependencias
+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.
+
+---

CHANGELOG.md

@@ -5,6 +5,85 @@ 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/).
 
+## [2.7.12] - 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.
+
+### Alterado
+- Cartões e contas: os cabeçalhos dos resumos agora destacam melhor o logo, o nome da entidade e o período exibido.
+- Dashboard: as listas dos widgets agora compartilham padrões de altura, espaçamento, alinhamento e truncamento para melhorar a leitura de valores, status e metadados.
+
+## [2.7.6] - 2026-06-20
+
+Esta versão melhora dois fluxos importantes: a importação de planilhas fica mais esperta ao reconhecer categorias já informadas no arquivo, e lançamentos avulsos podem ser reorganizados como parcelamentos ou recorrências sem precisar recriá-los manualmente.
+
+As funcionalidades desta versão foram desenvolvidas originalmente por Yuri Argolo (`yurnasg`) e adaptadas para integração ao projeto principal.
+
+### Adicionado
+- Importação: planilhas XLS/XLSX agora aceitam a coluna `Categoria` no template e tentam mapear automaticamente o valor para uma categoria existente compatível com o tipo do lançamento.
+- Lançamentos: lançamentos à vista agora podem ser convertidos em recorrentes diretamente pelo menu de ações.
+- Lançamentos: lançamentos à vista de cartão de crédito agora podem ser convertidos em uma série parcelada informando o total de parcelas.
+
+### Alterado
+- Lançamentos: conversões para séries respeitam faturas pagas e limite disponível do cartão antes de criar novos movimentos.
+
 ## [2.7.5] - 2026-06-13
 
 Esta versão faz um polimento pontual no dashboard, deixando os widgets mais explicativos, consistentes e confiáveis quando há listas maiores ou informações complementares para revisar.

CLAUDE.md

@@ -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.

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-2.7.5-blue?style=flat-square)](CHANGELOG.md)
+[![Version](https://img.shields.io/badge/version-2.7.12-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/)
@@ -65,11 +65,11 @@ 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 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.
 
-📊 **Dashboard e relatórios** — Widgets personalizáveis, 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.
+📊 **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.
 
-💳 **Faturas de cartão** — Acompanhe faturas por período, controle limites e vencimentos.
+💳 **Faturas de cartão** — Acompanhe faturas por período, controle limites e vencimentos com identificação visual mais clara do cartão.
 
 🎯 **Orçamentos** — Defina limites por categoria e acompanhe o progresso.
 
@@ -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 v2.7.12 -m "v2.7.12"
+git push origin v2.7.12
+```
+
+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/meta/_journal.json

@@ -211,6 +211,27 @@
 			"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
 		}
 	]
 }

package.json

@@ -1,6 +1,6 @@
 {
 	"name": "openmonetis",
-	"version": "2.7.5",
+	"version": "2.7.12",
 	"private": true,
 	"packageManager": "pnpm@11.1.3",
 	"scripts": {
@@ -31,32 +31,32 @@
 		"mockup": "tsx scripts/mock-data.ts"
 	},
 	"dependencies": {
-		"@ai-sdk/anthropic": "^3.0.81",
+		"@ai-sdk/anthropic": "^3.0.88",
-		"@ai-sdk/google": "^3.0.80",
+		"@ai-sdk/google": "^3.0.85",
-		"@ai-sdk/openai": "^3.0.67",
+		"@ai-sdk/openai": "^3.0.76",
-		"@ai-sdk/openai-compatible": "^2.0.48",
+		"@ai-sdk/openai-compatible": "^2.0.53",
-		"@aws-sdk/client-s3": "^3.1059.0",
+		"@aws-sdk/client-s3": "^3.1075.0",
-		"@aws-sdk/s3-request-presigner": "^3.1059.0",
+		"@aws-sdk/s3-request-presigner": "^3.1075.0",
-		"@better-auth/passkey": "^1.6.14",
+		"@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-navigation-menu": "^1.2.16",
-		"@radix-ui/react-popover": "^1.1.15",
+		"@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",
+		"@tanstack/react-virtual": "^3.14.4",
-		"ai": "^6.0.195",
+		"ai": "^6.0.213",
-		"better-auth": "1.6.14",
+		"better-auth": "1.6.22",
 		"canvas-confetti": "^1.9.4",
 		"class-variance-authority": "0.7.1",
 		"clsx": "2.1.1",
@@ -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",
@@ -105,7 +105,7 @@
 		"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"

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 +1,6 @@
 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 { getUserId } from "@/shared/lib/auth/server";
 import { parsePeriodParam } from "@/shared/utils/period";
 
@@ -26,11 +26,14 @@ export default async function Page({ searchParams }: PageProps) {
 	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] =
+	const [filterSources, estabelecimentos, userPreferences] = await Promise.all([
-		await Promise.all([
-			fetchCategoryDetails(userId, categoryId, selectedPeriod),
 		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)/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)/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/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[];
@@ -847,11 +853,12 @@ 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 +979,24 @@ 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 +1069,7 @@ export const attachmentsRelations = relations(attachments, ({ one, many }) => ({
 		references: [user.id],
 	}),
 	transactionAttachments: many(transactionAttachments),
+	noteAttachments: many(noteAttachments),
 }));
 
 export const transactionAttachmentsRelations = relations(
@@ -1060,8 +1086,23 @@ 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/accounts/components/account-statement-card.tsx

@@ -1,6 +1,6 @@
 "use client";
 
-import { RiInformationLine } from "@remixicon/react";
+import { RiBankLine, RiInformationLine } from "@remixicon/react";
 import Image from "next/image";
 import type { ReactNode } from "react";
 import MoneyValues from "@/shared/components/money-values";
@@ -52,28 +52,32 @@ export function AccountStatementCard({
 	const resultado = totalIncomes - totalExpenses;
 
 	return (
-		<Card className="gap-0 py-0">
+		<Card className="gap-0 py-0 space-y-2">
 			<CardContent className="px-4 py-4 sm:px-5 sm:py-5">
 				<div className="flex flex-col gap-4">
 					{/* Linha 1 — identidade */}
-					<div className="flex items-center justify-between gap-3">
+					<div className="flex flex-col gap-4 sm:flex-row sm:items-start sm:justify-between">
-						<div className="flex min-w-0 items-center gap-3">
+						<div className="flex min-w-0 items-start gap-3">
 							{logoPath ? (
 								<div className="flex size-12 shrink-0 items-center justify-center overflow-hidden rounded-full">
 									<Image
 										src={logoPath}
 										alt={`Logo ${accountName}`}
-										width={42}
+										width={48}
-										height={42}
+										height={48}
 										className="h-full w-full object-contain"
 									/>
 								</div>
-							) : null}
+							) : (
-							<div className="min-w-0">
+								<span className="flex size-12 shrink-0 items-center justify-center rounded-full border bg-card text-primary">
-								<h2 className="truncate text-sm font-semibold text-foreground">
+									<RiBankLine className="size-5" aria-hidden />
+								</span>
+							)}
+							<div className="min-w-0 space-y-1">
+								<h2 className="truncate text-xl font-semibold text-foreground sm:text-2xl">
 									{accountName}
 								</h2>
-								<p className="text-xs text-muted-foreground">
+								<p className="text-sm leading-relaxed text-muted-foreground">
 									Extrato de {periodLabel}
 								</p>
 							</div>

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

@@ -162,9 +162,15 @@ export function AttachmentGridItem({
 				</div>
 
 				{/* Data */}
-				<span className="text-xs text-muted-foreground">
+				<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,
 	};
@@ -161,6 +201,67 @@ export function AttachmentsPage({ attachments }: AttachmentsPageProps) {
 									{filter !== "all" &&
 										` · ${FILTERS.find((f) => f.value === filter)?.label.toLowerCase()}`}
 								</p>
+								<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"
+										>
+											<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
@@ -193,13 +294,18 @@ export function AttachmentsPage({ attachments }: AttachmentsPageProps) {
 										))}
 									</div>
 								</div>
+							</div>
 
 							{filteredAttachments.length === 0 ? (
 								<div className="flex w-full items-center justify-center py-12">
 									<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/bills/bill-list-item.tsx

@@ -8,6 +8,7 @@ import {
 	isIncomeBill,
 } from "@/features/dashboard/bills/bills-helpers";
 import type { DashboardBill } from "@/features/dashboard/bills/bills-queries";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
 import { Button } from "@/shared/components/ui/button";
@@ -47,18 +48,15 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 	const href = buildTransactionsHref(bill.name, period);
 
 	return (
-		<li className="flex items-center justify-between transition-all duration-300 py-1.5">
+		<li className={styles.row}>
-			<div className="flex min-w-0 flex-1 items-center gap-2 py-0.5">
+			<div className={styles.main}>
 				<EstablishmentLogo name={bill.name} size={37} />
 
-				<div className="min-w-0">
+				<div className={styles.textStack}>
-					<Link
+					<Link href={href} className={styles.titleLink}>
-						href={href}
-						className="inline-flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
-					>
 						<span className="truncate">{bill.name}</span>
 					</Link>
-					<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
+					<div className={styles.meta}>
 						{statusLabel ? (
 							statusTooltipLabel ? (
 								<Tooltip>
@@ -92,10 +90,10 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 				</div>
 			</div>
 
-			<div className="flex shrink-0 flex-col items-end">
+			<div className={styles.trailing}>
-				<MoneyValues className="font-medium" amount={bill.amount} />
+				<MoneyValues className={styles.trailingValue} amount={bill.amount} />
 				{bill.isSettled ? (
-					<span className="flex h-7 items-center gap-0.5 text-xs font-medium text-success">
+					<span className={`${styles.trailingMeta} text-success`}>
 						<RiCheckboxCircleFill className="size-3.5" />{" "}
 						{income ? "Recebido" : "Pago"}
 					</span>
@@ -104,7 +102,7 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 						type="button"
 						size="sm"
 						variant="link"
-						className="-mr-1.5 h-7 px-1.5 py-0"
+						className={styles.actionButton}
 						onClick={() => onPay(bill.id)}
 					>
 						{overdue ? (

src/features/dashboard/components/category-breakdown/category-breakdown-list-item.tsx

@@ -1,5 +1,6 @@
 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";
 import { CategoryIconBadge } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
@@ -45,25 +46,23 @@ export function CategoryBreakdownListItem({
 
 	return (
 		<div>
-			<div className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5">
+			<div className={styles.row}>
-				<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
+				<span className={styles.rank}>{position}</span>
-					{position}
+				<div className={styles.main}>
-				</span>
-				<div className="flex min-w-0 flex-1 items-center gap-2">
 					<CategoryIconBadge
 						icon={category.categoryIcon}
 						name={category.categoryName}
 					/>
-					<div className="min-w-0 flex-1">
+					<div className={styles.textStack}>
 						<div className="flex items-center gap-2">
 							<Link
 								href={`/categories/${category.categoryId}?periodo=${periodParam}`}
-								className="flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
+								className={styles.titleLink}
 							>
 								<span className="truncate">{category.categoryName}</span>
 							</Link>
 						</div>
-						<div className="flex flex-wrap items-center gap-x-1 text-xs text-muted-foreground">
+						<div className={styles.meta}>
 							<span>
 								{formatPercentage(
 									category.percentageOfTotal,
@@ -97,13 +96,13 @@ export function CategoryBreakdownListItem({
 					</div>
 				</div>
 
-				<div className="flex shrink-0 flex-col items-end gap-0.5">
+				<div className={styles.trailing}>
 					<MoneyValues
-						className="text-foreground font-medium"
+						className={styles.trailingValue}
 						amount={category.currentAmount}
 					/>
 					{category.percentageChange !== null ? (
-						<span className="flex items-center gap-1 text-xs text-muted-foreground">
+						<span className={`${styles.trailingMeta} text-muted-foreground`}>
 							<PercentageChangeIndicator
 								value={category.percentageChange}
 								label={formatPercentage(

src/features/dashboard/components/dashboard-widget-list-styles.ts

@@ -0,0 +1,15 @@
+export const dashboardWidgetListStyles = {
+	row: "flex min-h-[3.25rem] items-center justify-between gap-2 py-1.5 transition-all duration-300",
+	main: "flex min-w-0 flex-1 items-center gap-2",
+	textStack: "min-w-0 flex-1 space-y-0.5",
+	title: "truncate text-sm font-medium leading-5 text-foreground",
+	titleLink:
+		"inline-flex max-w-full items-center gap-1 text-sm font-medium leading-5 text-foreground underline-offset-2 hover:text-primary hover:underline",
+	meta: "flex min-h-4 flex-wrap items-center gap-x-2 gap-y-0.5 text-xs leading-4 text-muted-foreground",
+	rank: "w-3 shrink-0 text-left text-xs font-medium leading-4 text-muted-foreground",
+	trailing:
+		"flex min-w-[5.75rem] shrink-0 flex-col items-end gap-0.5 text-right",
+	trailingValue: "font-medium leading-5",
+	trailingMeta: "flex h-5 items-center gap-0.5 text-xs font-medium leading-4",
+	actionButton: "-mr-1 h-5 px-1 py-0 text-xs leading-4",
+};

src/features/dashboard/components/goals-progress/goals-progress-item.tsx

@@ -1,5 +1,6 @@
 import { RiPencilLine } from "@remixicon/react";
 import Link from "next/link";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import {
 	clampGoalProgress,
 	formatGoalProgressPercentage,
@@ -30,7 +31,7 @@ export function GoalProgressItem({ item, onEdit }: GoalProgressItemProps) {
 	const usedPercentageLabel = formatGoalProgressPercentage(item.usedPercentage);
 
 	return (
-		<li className="group py-2 transition-all duration-300">
+		<li className="group py-1.5 transition-all duration-300">
 			<div className="flex items-start justify-between gap-3">
 				<div className="flex min-w-0 flex-1 items-start gap-2">
 					<CategoryIconBadge
@@ -42,16 +43,14 @@ export function GoalProgressItem({ item, onEdit }: GoalProgressItemProps) {
 						{item.categoryId ? (
 							<Link
 								href={`/categories/${item.categoryId}?periodo=${formatPeriodForUrl(item.period)}`}
-								className="block truncate text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
+								className={`${styles.title} block underline-offset-2 hover:text-primary hover:underline`}
 							>
 								{item.categoryName}
 							</Link>
 						) : (
-							<p className="truncate text-sm font-medium text-foreground">
+							<p className={styles.title}>{item.categoryName}</p>
-								{item.categoryName}
-							</p>
 						)}
-						<p className="mt-0.5 text-xs text-muted-foreground">
+						<p className="mt-0.5 text-xs leading-4 text-muted-foreground">
 							<MoneyValues className="font-medium" amount={item.spentAmount} />{" "}
 							de{" "}
 							<MoneyValues className="font-medium" amount={item.budgetAmount} />

src/features/dashboard/components/invoices/invoice-list-item.tsx

@@ -1,5 +1,6 @@
 import { RiCheckboxCircleFill, RiGroupLine } from "@remixicon/react";
 import Link from "next/link";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
 import {
 	buildInvoiceDetailsHref,
@@ -62,18 +63,14 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 			: null;
 
 	const linkNode = (
-		<Link
+		<Link prefetch href={detailHref} className={styles.titleLink}>
-			prefetch
-			href={detailHref}
-			className="inline-flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
-		>
 			<span className="truncate">{invoice.cardName}</span>
 		</Link>
 	);
 
 	return (
-		<li className="flex items-center justify-between transition-all duration-300 py-1.5">
+		<li className={styles.row}>
-			<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
+			<div className={styles.main}>
 				<InvoiceLogo
 					cardName={invoice.cardName}
 					logo={invoice.logo}
@@ -81,7 +78,7 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 					containerClassName="size-9.5"
 				/>
 
-				<div className="min-w-0">
+				<div className={styles.textStack}>
 					<div className="flex max-w-full items-center gap-1">
 						{hasBreakdown ? (
 							<HoverCard openDelay={150}>
@@ -155,7 +152,7 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 						) : null}
 					</div>
 
-					<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
+					<div className={styles.meta}>
 						{!isPaid ? (
 							dueTooltipLabel ? (
 								<Tooltip>
@@ -204,13 +201,13 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 				</div>
 			</div>
 
-			<div className="flex shrink-0 flex-col items-end">
+			<div className={styles.trailing}>
 				<MoneyValues
-					className="font-medium"
+					className={styles.trailingValue}
 					amount={Math.abs(invoice.totalAmount)}
 				/>
 				{isPaid ? (
-					<span className="flex h-7 items-center gap-0.5 text-xs font-medium text-success">
+					<span className={`${styles.trailingMeta} text-success`}>
 						<RiCheckboxCircleFill className="size-3.5" /> Pago
 					</span>
 				) : (
@@ -218,7 +215,7 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 						type="button"
 						size="sm"
 						variant="link"
-						className="-mr-1.5 h-7 px-1.5 py-0"
+						className={styles.actionButton}
 						onClick={() => onPay(invoice.id)}
 					>
 						{isOverdue ? (

src/features/dashboard/components/notes/note-list-item.tsx

@@ -3,6 +3,7 @@ import {
 	RiFileList2Line,
 	RiPencilLine,
 } from "@remixicon/react";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type { Note } from "@/features/notes/components/types";
 import {
 	buildNoteDisplayTitle,
@@ -33,18 +34,16 @@ export function NoteListItem({
 	const isTask = note.type === "tarefa";
 
 	return (
-		<li className="group flex items-center justify-between gap-2 py-1.5 transition-all duration-300">
+		<li className={`group ${styles.row}`}>
-			<div className="min-w-0 flex-1">
+			<div className={styles.textStack}>
-				<p className="truncate text-sm font-medium text-foreground">
+				<p className={styles.title}>{displayTitle}</p>
-					{displayTitle}
+				<div className={styles.meta}>
-				</p>
-				<div className="mt-1 flex min-w-0 items-center gap-2">
 					{isTask ? (
 						<Badge variant="outline" className="h-5 px-1.5 text-xs">
 							{getNoteTasksSummary(note)}
 						</Badge>
 					) : null}
-					<p className="truncate text-xs text-muted-foreground">
+					<p className="truncate">
 						<span className="inline-flex items-center gap-1">
 							<RiCalendarLine className="size-3.5 shrink-0" />
 							{createdAtLabel}
@@ -53,7 +52,7 @@ export function NoteListItem({
 				</div>
 			</div>
 
-			<div className="flex shrink-0 items-center gap-0.5">
+			<div className="flex min-w-[4.5rem] shrink-0 items-center justify-end gap-0.5">
 				<Tooltip>
 					<TooltipTrigger asChild>
 						<Button

src/features/dashboard/components/payment-overview/payment-breakdown-list-item.tsx

@@ -1,5 +1,6 @@
 import Link from "next/link";
 import type { ReactNode } from "react";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import {
 	formatPaymentBreakdownPercentage,
 	formatPaymentBreakdownTransactionsLabel,
@@ -31,10 +32,8 @@ export function PaymentBreakdownListItem({
 	position,
 }: PaymentBreakdownListItemProps) {
 	return (
-		<div className="flex items-center gap-2 transition-all duration-300 py-1">
+		<div className={styles.row}>
-			<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
+			<span className={styles.rank}>{position}</span>
-				{position}
-			</span>
 			<div
 				className="flex size-9.5 shrink-0 items-center justify-center rounded-full"
 				style={{
@@ -45,26 +44,26 @@ export function PaymentBreakdownListItem({
 				{item.icon}
 			</div>
 
-			<div className="min-w-0 flex-1">
+			<div className={styles.textStack}>
-				<div className="flex items-center justify-between">
+				<div className="flex items-center justify-between gap-2">
 					{item.href ? (
-						<Link
+						<Link href={item.href} className={styles.titleLink}>
-							href={item.href}
-							className="inline-flex items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
-						>
 							<span className="truncate">{item.title}</span>
 						</Link>
 					) : (
-						<p className="text-sm font-medium text-foreground">{item.title}</p>
+						<p className={styles.title}>{item.title}</p>
 					)}
-					<MoneyValues className="shrink-0 font-medium" amount={item.amount} />
+					<MoneyValues
+						className={`shrink-0 ${styles.trailingValue}`}
+						amount={item.amount}
+					/>
 				</div>
 
-				<div className="flex items-center justify-between text-xs text-muted-foreground">
+				<div className={styles.meta}>
 					<span>
 						{formatPaymentBreakdownTransactionsLabel(item.transactions)}
 					</span>
-					<span>
+					<span className="ml-auto">
 						{formatPaymentBreakdownPercentage(item.percentage)} do total
 					</span>
 				</div>

src/features/dashboard/components/widgets/attachments-widget.tsx

@@ -9,6 +9,7 @@ import {
 import { useState } from "react";
 import { AttachmentPreview } from "@/features/attachments/components/attachment-preview";
 import type { AttachmentForPeriod } from "@/features/attachments/queries";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import {
 	Tooltip,
 	TooltipContent,
@@ -77,7 +78,7 @@ export function AttachmentsWidget({ snapshot }: AttachmentsWidgetProps) {
 							<button
 								type="button"
 								onClick={() => setSelectedIndex(index)}
-								className="flex w-full items-center gap-2 py-2 text-left"
+								className={`${styles.row} w-full text-left`}
 							>
 								<div className="shrink-0">
 									{isPdf && <RiFilePdf2Line className="size-6 text-red-500" />}
@@ -86,10 +87,10 @@ export function AttachmentsWidget({ snapshot }: AttachmentsWidgetProps) {
 										<RiFileLine className="size-6 text-muted-foreground" />
 									)}
 								</div>
-								<div className="min-w-0 flex-1">
+								<div className={styles.textStack}>
 									<Tooltip>
 										<TooltipTrigger asChild>
-											<span className="block truncate text-sm font-medium text-foreground hover:underline">
+											<span className={`${styles.title} block hover:underline`}>
 												{attachment.fileName}
 											</span>
 										</TooltipTrigger>
@@ -97,18 +98,18 @@ export function AttachmentsWidget({ snapshot }: AttachmentsWidgetProps) {
 											{attachment.fileName}
 										</TooltipContent>
 									</Tooltip>
-									<span className="block truncate text-xs text-muted-foreground">
+									<span className={`${styles.meta} block truncate`}>
 										{attachment.transactionName}
 									</span>
 								</div>
-								<div className="shrink-0 text-right">
+								<div className={styles.trailing}>
-									<span className="block text-xs text-muted-foreground">
+									<span className="block text-xs leading-4 text-muted-foreground">
 										{formatDateOnly(attachment.purchaseDate, {
 											day: "2-digit",
 											month: "2-digit",
 										}) ?? "—"}
 									</span>
-									<span className="block text-xs text-muted-foreground/60">
+									<span className="block text-xs leading-4 text-muted-foreground/60">
 										{formatBytes(attachment.fileSize)}
 									</span>
 								</div>

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

@@ -6,20 +6,26 @@ 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";
 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(
@@ -45,17 +51,20 @@ export function CategoryTrendsWidget({
 
 				return (
 					<li key={category.categoryId}>
-						<div className="-mx-2 flex items-center gap-3 rounded-md p-2">
+						<div className={styles.row}>
 							<CategoryIconBadge
 								icon={category.categoryIcon}
 								name={category.categoryName}
 								size="md"
 							/>
-							<div className="min-w-0 flex-1">
+							<div className={styles.textStack}>
-								<p className="truncate text-sm font-medium text-foreground">
+								<Link
-									{category.categoryName}
+									href={`/categories/${category.categoryId}?periodo=${periodParam}`}
-								</p>
+									className={styles.titleLink}
-								<p className="flex items-center gap-1.5 text-xs text-muted-foreground">
+								>
+									<span className="truncate">{category.categoryName}</span>
+								</Link>
+								<p className={styles.meta}>
 									<span
 										className="inline-flex items-center gap-1"
 										title="Mês anterior"
@@ -81,7 +90,9 @@ export function CategoryTrendsWidget({
 									</span>
 								</p>
 							</div>
-							<span className="flex shrink-0 items-center gap-1 text-xs text-muted-foreground">
+							<span
+								className={`${styles.trailingMeta} min-w-[5.75rem] justify-end text-muted-foreground`}
+							>
 								<PercentageChangeIndicator
 									value={change}
 									label={formatPercentage(change, {

src/features/dashboard/components/widgets/inbox-widget.tsx

@@ -10,6 +10,7 @@ import Link from "next/link";
 import { useRouter } from "next/navigation";
 import { useMemo, useState } from "react";
 import { toast } from "sonner";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type { DashboardInboxSnapshot } from "@/features/dashboard/lib/inbox-snapshot-queries";
 import type { DashboardWidgetQuickActionOptions } from "@/features/dashboard/widget-registry/widget-config";
 import {
@@ -201,8 +202,8 @@ export function InboxWidget({
 				const displayLogo = logoSrc ?? DEFAULT_INBOX_APP_LOGO;
 
 				return (
-					<div key={item.id} className="flex items-center justify-between py-2">
+					<div key={item.id} className={styles.row}>
-						<div className="flex min-w-0 flex-1 items-center gap-2">
+						<div className={styles.main}>
 							<Image
 								src={displayLogo}
 								alt={item.sourceAppName ?? ""}
@@ -212,11 +213,9 @@ export function InboxWidget({
 								unoptimized
 							/>
 
-							<div className="min-w-0">
+							<div className={styles.textStack}>
-								<p className="truncate text-sm font-medium text-foreground">
+								<p className={styles.title}>{displayName}</p>
-									{displayName}
+								<div className={styles.meta}>
-								</p>
-								<div className="flex min-w-0 items-center gap-2 text-xs text-muted-foreground">
 									{item.sourceAppName && (
 										<span className="truncate">{item.sourceAppName}</span>
 									)}
@@ -227,9 +226,9 @@ export function InboxWidget({
 							</div>
 						</div>
 
-						<div className="ml-2 flex shrink-0 items-center gap-1">
+						<div className="ml-2 flex min-w-[7.5rem] shrink-0 items-center justify-end gap-1">
 							{amount !== null && (
-								<MoneyValues className="font-medium" amount={amount} />
+								<MoneyValues className={styles.trailingValue} amount={amount} />
 							)}
 							{amount === null && (
 								<span className="max-w-20 text-right text-xs leading-tight text-muted-foreground">

src/features/dashboard/components/widgets/my-accounts-widget.tsx

@@ -10,6 +10,7 @@ import Image from "next/image";
 import Link from "next/link";
 import { useTransition } from "react";
 import { toast } from "sonner";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type { DashboardAccount } from "@/features/dashboard/lib/accounts-queries";
 import { updateMyAccountsWidgetPreference } from "@/features/dashboard/widget-registry/widget-actions";
 import MoneyValues from "@/shared/components/money-values";
@@ -139,11 +140,8 @@ export function MyAccountsWidget({
 							const logoSrc = resolveLogoSrc(account.logo);
 
 							return (
-								<li
+								<li key={account.id} className={styles.row}>
-									key={account.id}
+									<div className={styles.main}>
-									className="flex items-center justify-between py-1.5 transition-all duration-300"
-								>
-									<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
 										<div className="relative flex size-9.5 shrink-0 items-center justify-center overflow-hidden rounded-full">
 											{logoSrc ? (
 												<Image
@@ -161,18 +159,18 @@ export function MyAccountsWidget({
 											)}
 										</div>
 
-										<div className="min-w-0">
+										<div className={styles.textStack}>
 											<Link
 												prefetch
 												href={`/accounts/${
 													account.id
 												}/statement?periodo=${formatPeriodForUrl(period)}`}
-												className="inline-flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
+												className={styles.titleLink}
 											>
 												<span className="truncate">{account.name}</span>
 											</Link>
 
-											<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
+											<div className={styles.meta}>
 												<span className="truncate">{account.accountType}</span>
 												{account.excludeFromBalance ? (
 													<Tooltip>
@@ -195,10 +193,10 @@ export function MyAccountsWidget({
 										</div>
 									</div>
 
-									<div className="flex flex-col items-end gap-0.5 text-right">
+									<div className={styles.trailing}>
 										<MoneyValues
 											className={cn(
-												"font-medium",
+												styles.trailingValue,
 												account.balance < 0 && "text-destructive",
 											)}
 											amount={account.balance}

src/features/dashboard/components/widgets/payers-widget.tsx

@@ -2,6 +2,7 @@
 
 import { RiGroupLine, RiVerifiedBadgeFill } from "@remixicon/react";
 import Link from "next/link";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
 import type { DashboardPagador } from "@/features/dashboard/lib/payers-queries";
 import MoneyValues from "@/shared/components/money-values";
@@ -44,14 +45,9 @@ export function PayersWidget({ payers }: PayersWidgetProps) {
 							: null;
 
 						return (
-							<div
+							<div key={payer.id} className={styles.row}>
-								key={payer.id}
+								<span className={styles.rank}>{index + 1}</span>
-								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
+								<div className={styles.main}>
-							>
-								<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
-									{index + 1}
-								</span>
-								<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
 									<Avatar className="size-9.5 shrink-0">
 										<AvatarImage
 											src={getAvatarSrc(payer.avatarUrl)}
@@ -60,11 +56,11 @@ export function PayersWidget({ payers }: PayersWidgetProps) {
 										<AvatarFallback>{initials}</AvatarFallback>
 									</Avatar>
 
-									<div className="min-w-0">
+									<div className={styles.textStack}>
 										<Link
 											prefetch
 											href={`/payers/${payer.id}`}
-											className="inline-flex max-w-full items-center gap-1 text-sm text-foreground underline-offset-2 hover:text-primary hover:underline"
+											className={styles.titleLink}
 										>
 											<span className="truncate font-medium">{payer.name}</span>
 											{payer.isAdmin && (
@@ -84,18 +80,18 @@ export function PayersWidget({ payers }: PayersWidgetProps) {
 												</Tooltip>
 											)}
 										</Link>
-										<p className="truncate text-xs text-muted-foreground">
+										<p className={styles.meta}>Despesas no período</p>
-											Despesas no período
-										</p>
 									</div>
 								</div>
 
-								<div className="flex shrink-0 flex-col items-end">
+								<div className={styles.trailing}>
 									<MoneyValues
-										className="font-medium"
+										className={styles.trailingValue}
 										amount={payer.totalExpenses}
 									/>
-									<div className="flex items-center gap-1 text-xs text-muted-foreground">
+									<div
+										className={`${styles.trailingMeta} text-muted-foreground`}
+									>
 										<PercentageChangeIndicator value={percentageChange} />
 										{percentageChange !== null ? (
 											<span>vs. mês ant.</span>

src/features/dashboard/components/widgets/purchases-by-category-widget.tsx

@@ -3,6 +3,7 @@
 import { RiFileList2Line, RiStore3Line } from "@remixicon/react";
 import { useEffect, useMemo, useRef, useState } from "react";
 import type { PurchasesByCategoryData } from "@/features/dashboard/categories/purchases-by-category-queries";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
 import {
@@ -162,26 +163,21 @@ export function PurchasesByCategoryWidget({
 				<div className="flex flex-col">
 					{currentTransactions.map((transaction) => {
 						return (
-							<div
+							<div key={transaction.id} className={styles.row}>
-								key={transaction.id}
+								<div className={styles.main}>
-								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
-							>
-								<div className="flex min-w-0 flex-1 items-center gap-2">
 									<EstablishmentLogo name={transaction.name} size={37} />
 
-									<div className="min-w-0">
+									<div className={styles.textStack}>
-										<p className="truncate text-sm font-medium text-foreground">
+										<p className={styles.title}>{transaction.name}</p>
-											{transaction.name}
+										<p className={styles.meta}>
-										</p>
-										<p className="text-xs text-muted-foreground">
 											{formatTransactionDate(transaction.purchaseDate)}
 										</p>
 									</div>
 								</div>
 
-								<div className="shrink-0 text-foreground">
+								<div className={styles.trailing}>
 									<MoneyValues
-										className="font-medium"
+										className={styles.trailingValue}
 										amount={transaction.amount}
 									/>
 								</div>

src/features/dashboard/components/widgets/recurring-expenses-widget.tsx

@@ -1,4 +1,5 @@
 import { RiRefreshLine } from "@remixicon/react";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type { RecurringExpensesData } from "@/features/dashboard/expenses/recurring-expenses-queries";
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
@@ -36,26 +37,14 @@ export function RecurringExpensesWidget({
 				.sort((a, b) => b.amount - a.amount)
 				.map((expense) => {
 					return (
-						<div
+						<div key={expense.id} className={styles.row}>
-							key={expense.id}
+							<div className={styles.main}>
-							className="flex items-center gap-2 transition-all duration-300 py-1.5"
-						>
 								<EstablishmentLogo name={expense.name} size={37} />
 
-							<div className="min-w-0 flex-1">
+								<div className={styles.textStack}>
-								<div className="flex items-center justify-between">
+									<p className={styles.title}>{expense.name}</p>
-									<p className="truncate text-foreground text-sm font-medium">
+									<div className={styles.meta}>
-										{expense.name}
+										<span className="inline-flex min-w-0 items-center gap-1 [&_svg]:size-3.5">
-									</p>
-
-									<MoneyValues
-										className="font-medium"
-										amount={expense.amount}
-									/>
-								</div>
-
-								<div className="flex items-center justify-between text-xs text-muted-foreground">
-									<span className="inline-flex items-center gap-1 [&_svg]:size-3.5">
 											{getPaymentMethodIcon(expense.paymentMethod)}
 											{expense.paymentMethod}
 										</span>
@@ -63,6 +52,14 @@ export function RecurringExpensesWidget({
 									</div>
 								</div>
 							</div>
+
+							<div className={styles.trailing}>
+								<MoneyValues
+									className={styles.trailingValue}
+									amount={expense.amount}
+								/>
+							</div>
+						</div>
 					);
 				})}
 		</div>

src/features/dashboard/components/widgets/top-establishments-widget.tsx

@@ -1,4 +1,5 @@
 import { RiStore2Line } from "@remixicon/react";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type { TopEstablishmentsData } from "@/features/dashboard/lib/top-establishments-queries";
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
@@ -30,30 +31,23 @@ export function TopEstablishmentsWidget({
 				<div className="flex flex-col">
 					{data.establishments.map((establishment, index) => {
 						return (
-							<div
+							<div key={establishment.id} className={styles.row}>
-								key={establishment.id}
+								<span className={styles.rank}>{index + 1}</span>
-								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
+								<div className={styles.main}>
-							>
-								<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
-									{index + 1}
-								</span>
-								<div className="flex min-w-0 flex-1 items-center gap-2">
 									<EstablishmentLogo name={establishment.name} size={37} />
 
-									<div className="min-w-0">
+									<div className={styles.textStack}>
-										<p className="truncate text-sm font-medium text-foreground">
+										<p className={styles.title}>{establishment.name}</p>
-											{establishment.name}
+										<p className={styles.meta}>
-										</p>
-										<p className="text-xs text-muted-foreground">
 											{formatOccurrencesLabel(establishment.occurrences)} ·
 											total acumulado
 										</p>
 									</div>
 								</div>
 
-								<div className="shrink-0 text-foreground">
+								<div className={styles.trailing}>
 									<MoneyValues
-										className="font-medium"
+										className={styles.trailingValue}
 										amount={establishment.amount}
 									/>
 								</div>

src/features/dashboard/components/widgets/top-expenses-widget.tsx

@@ -2,6 +2,7 @@
 
 import { RiArrowUpDoubleLine } from "@remixicon/react";
 import { useMemo } from "react";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type {
 	TopExpense,
 	TopExpensesData,
@@ -49,29 +50,22 @@ export function TopExpensesWidget({ data }: TopExpensesWidgetProps) {
 				<div className="flex flex-col">
 					{expenses.map((expense, index) => {
 						return (
-							<div
+							<div key={expense.id} className={styles.row}>
-								key={expense.id}
+								<span className={styles.rank}>{index + 1}</span>
-								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
+								<div className={styles.main}>
-							>
-								<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
-									{index + 1}
-								</span>
-								<div className="flex min-w-0 flex-1 items-center gap-2">
 									<EstablishmentLogo name={expense.name} size={37} />
 
-									<div className="min-w-0">
+									<div className={styles.textStack}>
-										<p className="truncate text-sm font-medium text-foreground">
+										<p className={styles.title}>{expense.name}</p>
-											{expense.name}
+										<p className={styles.meta}>
-										</p>
-										<p className="text-xs text-muted-foreground">
 											{formatTransactionDate(expense.purchaseDate)}
 										</p>
 									</div>
 								</div>
 
-								<div className="shrink-0 text-foreground">
+								<div className={styles.trailing}>
 									<MoneyValues
-										className="font-medium"
+										className={styles.trailingValue}
 										amount={expense.amount}
 									/>
 								</div>

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/invoices/components/invoice-summary-card.tsx

@@ -206,32 +206,32 @@ export function InvoiceSummaryCard({
 	};
 
 	return (
-		<Card className="gap-0 py-0">
+		<Card className="gap-0 py-0 space-y-2">
 			<CardContent className="px-4 py-4 sm:px-5 sm:py-5">
 				<div className="flex flex-col gap-4">
 					{/* Linha 1 — identidade */}
-					<div className="flex items-center justify-between gap-3">
+					<div className="flex flex-col gap-4 sm:flex-row sm:items-start sm:justify-between">
-						<div className="flex min-w-0 items-center gap-3">
+						<div className="flex min-w-0 items-start gap-3">
 							{logoPath ? (
 								<div className="flex size-12 shrink-0 items-center justify-center overflow-hidden rounded-full">
 									<Image
 										src={logoPath}
 										alt={`Logo ${cardName}`}
-										width={42}
+										width={48}
-										height={42}
+										height={48}
 										className="h-full w-full object-contain"
 									/>
 								</div>
 							) : cardBrand ? (
-								<span className="flex size-10 shrink-0 items-center justify-center rounded-full border bg-background text-xs font-medium text-muted-foreground">
+								<span className="flex size-12 shrink-0 items-center justify-center rounded-full border bg-card text-sm font-semibold text-primary">
 									{cardBrand.slice(0, 2).toUpperCase()}
 								</span>
 							) : null}
-							<div className="min-w-0">
+							<div className="min-w-0 space-y-1">
-								<h2 className="truncate text-sm font-semibold text-foreground">
+								<h2 className="truncate text-xl font-semibold text-foreground sm:text-2xl">
 									{cardName}
 								</h2>
-								<p className="text-xs text-muted-foreground">
+								<p className="text-sm leading-relaxed text-muted-foreground">
 									Fatura de {periodLabel}
 								</p>
 							</div>

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({
+		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,
+					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>
+					<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,
@@ -85,9 +86,21 @@ export function NoteDetailsDialog({
 						))}
 					</div>
 				) : (
-					<div className="max-h-[320px] overflow-auto whitespace-pre-line wrap-break-word text-sm text-foreground">
+					<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>
 				)}
 
 				<DialogFooter>

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) {
+				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;
 			}
@@ -355,6 +396,7 @@ export function NoteDialog({
 					</div>
 
 					{isNote && (
+						<div className="space-y-3">
 							<div className="space-y-1">
 								<div className="flex items-center justify-between">
 									<Label htmlFor="note-description">Conteúdo</Label>
@@ -385,6 +427,18 @@ export function NoteDialog({
 									Ctrl+Enter para salvar
 								</p>
 							</div>
+
+							<NoteAttachmentsField
+								noteId={mode === "update" ? note?.id : undefined}
+								attachments={noteAttachments}
+								pendingFiles={pendingFiles}
+								onAttachmentsChange={setNoteAttachments}
+								onPendingFilesChange={setPendingFiles}
+								onBusyChange={setIsAttachmentPending}
+								maxSizeMb={attachmentMaxSizeMb}
+								disabled={isPending}
+							/>
+						</div>
 					)}
 
 					{!isNote && (
@@ -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 { and, desc, eq } from "drizzle-orm";
-import { type Note, notes } from "@/db/schema";
+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([
+	const [noteRows, attachmentRows] = await Promise.all([
-		fetchNotesForUser(userId),
+		db.query.notes.findMany({
-		fetchArchivedForUser(userId),
+			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[]> {
+	return {
-	const noteRows = await db.query.notes.findMany({
+		activeNotes: mapped.filter((note) => !note.archived),
-		where: and(eq(notes.userId, userId), eq(notes.archived, true)),
+		archivedNotes: mapped.filter((note) => note.archived),
-		orderBy: (table, { desc }) => [desc(table.createdAt)],
+	};
-	});
-
-	return noteRows.map(toNoteData);
 }

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.ts

@@ -6,6 +6,8 @@ export {
 } from "./actions/bulk-actions";
 export { exportTransactionsDataAction } from "./actions/export-actions";
 export {
+	convertTransactionToInstallmentAction,
+	convertTransactionToRecurringAction,
 	createTransactionAction,
 	deleteTransactionAction,
 	toggleTransactionSettlementAction,

src/features/transactions/actions/core.ts

@@ -513,11 +513,33 @@ export const toggleSettlementSchema = z.object({
 		.optional(),
 });
 
+export const convertToInstallmentSchema = z.object({
+	id: uuidSchema("Lançamento"),
+	installmentCount: z.coerce
+		.number({ message: "Informe em quantas parcelas dividir." })
+		.int()
+		.min(2, "O parcelamento deve ter ao menos duas parcelas.")
+		.max(60, "Selecione até 60 parcelas."),
+});
+
+export const convertToRecurringSchema = z.object({
+	id: uuidSchema("Lançamento"),
+	recurrenceCount: z.coerce
+		.number({ message: "Informe por quantos meses repetir." })
+		.int()
+		.min(2, "A recorrência deve ter ao menos dois meses.")
+		.max(60, "Selecione até 60 meses."),
+});
+
 type BaseInput = z.infer<typeof baseFields>;
 export type CreateInput = z.infer<typeof createSchema>;
 export type UpdateInput = z.infer<typeof updateSchema>;
 export type DeleteInput = z.infer<typeof deleteSchema>;
 export type ToggleSettlementInput = z.infer<typeof toggleSettlementSchema>;
+export type ConvertToInstallmentInput = z.infer<
+	typeof convertToInstallmentSchema
+>;
+export type ConvertToRecurringInput = z.infer<typeof convertToRecurringSchema>;
 
 export const revalidate = (userId: string) =>
 	revalidateForEntity("transactions", 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/single-actions.ts

@@ -23,12 +23,17 @@ import {
 	parseLocalDateString,
 } from "@/shared/utils/date";
 import { copyAttachmentsForImport } from "../lib/attachment-copy";
+import { detectInstallmentFromName } from "../lib/installment-detection";
 import { cleanupAttachmentsAfterTransactionDelete } from "./attachments";
 import {
 	buildShares,
 	buildTransactionRecords,
+	type ConvertToInstallmentInput,
+	type ConvertToRecurringInput,
 	type CreateInput,
 	centsToDecimalString,
+	convertToInstallmentSchema,
+	convertToRecurringSchema,
 	createSchema,
 	type DeleteInput,
 	deleteSchema,
@@ -471,6 +476,357 @@ export async function deleteTransactionAction(
 	}
 }
 
+export async function convertTransactionToInstallmentAction(
+	input: ConvertToInstallmentInput,
+): Promise<ActionResult<{ createdCount: number }>> {
+	try {
+		const user = await getUser();
+		const data = convertToInstallmentSchema.parse(input);
+
+		const existing = await db.query.transactions.findFirst({
+			where: and(
+				eq(transactions.id, data.id),
+				eq(transactions.userId, user.id),
+			),
+		});
+
+		if (!existing) {
+			return { success: false, error: "Lançamento não encontrado." };
+		}
+
+		if (existing.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) {
+			return {
+				success: false,
+				error: "Pagamentos automáticos de fatura não podem ser convertidos.",
+			};
+		}
+
+		if (isInitialBalanceTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos de saldo inicial não podem ser convertidos.",
+			};
+		}
+
+		if (
+			existing.paymentMethod !== "Cartão de crédito" ||
+			!existing.cardId ||
+			existing.condition !== "À vista"
+		) {
+			return {
+				success: false,
+				error:
+					"Apenas lançamentos à vista de cartão de crédito podem ser convertidos.",
+			};
+		}
+
+		if (existing.splitGroupId || existing.isDivided) {
+			return {
+				success: false,
+				error:
+					"Lançamentos divididos ainda não podem ser convertidos em parcelamento.",
+			};
+		}
+
+		const detected = detectInstallmentFromName(existing.name);
+		const transactionName =
+			detected?.installmentCount === data.installmentCount
+				? detected.name
+				: existing.name;
+		const amountSign: 1 | -1 = existing.transactionType === "Despesa" ? -1 : 1;
+		const totalCents = Math.round(Math.abs(Number(existing.amount)) * 100);
+		const seriesId = randomUUID();
+		const records = buildTransactionRecords({
+			data: {
+				purchaseDate: existing.purchaseDate.toISOString().slice(0, 10),
+				period: existing.period,
+				name: transactionName,
+				transactionType: existing.transactionType as "Receita" | "Despesa",
+				amount: totalCents / 100,
+				condition: "Parcelado",
+				paymentMethod: "Cartão de crédito",
+				payerId: existing.payerId,
+				isSplit: false,
+				accountId: null,
+				cardId: existing.cardId,
+				categoryId: existing.categoryId,
+				note: existing.note,
+				installmentCount: data.installmentCount,
+				startInstallment: 1,
+				dueDate: existing.dueDate?.toISOString().slice(0, 10),
+				isSettled: null,
+			},
+			userId: user.id,
+			period: existing.period,
+			purchaseDate: existing.purchaseDate,
+			dueDate: existing.dueDate,
+			boletoPaymentDate: null,
+			shares: [{ payerId: existing.payerId, amountCents: totalCents }],
+			amountSign,
+			shouldNullifySettled: true,
+			seriesId,
+		}).map((record) => ({
+			...record,
+			importBatchId: existing.importBatchId,
+		}));
+
+		const currentRow = records[0];
+		const rowsToInsert = records.slice(1);
+		if (!currentRow) {
+			throw new Error("Não foi possível montar o parcelamento.");
+		}
+
+		const periodsToUpdate = records
+			.map((row) => row.period)
+			.filter((period): period is string => Boolean(period));
+		const paidPeriods = await getPaidInvoicePeriods(
+			user.id,
+			existing.cardId,
+			periodsToUpdate,
+		);
+
+		if (paidPeriods.length > 0) {
+			return {
+				success: false,
+				error: `As faturas dos meses ${formatPaidInvoicePeriods(
+					paidPeriods,
+				)} já estão pagas. Desfaça o pagamento antes de converter este lançamento.`,
+			};
+		}
+
+		if (existing.transactionType === "Despesa") {
+			const limitCheck = await validateCardLimit({
+				userId: user.id,
+				cardId: existing.cardId,
+				addAmount: records.reduce(
+					(acc, row) => acc + Math.abs(Number(row.amount)),
+					0,
+				),
+				excludeTransactionIds: [existing.id],
+			});
+
+			if (!limitCheck.ok) {
+				return { success: false, error: limitCheck.error };
+			}
+		}
+
+		await db.transaction(async (tx: typeof db) => {
+			await tx
+				.update(transactions)
+				.set({
+					condition: currentRow.condition,
+					name: currentRow.name,
+					amount: currentRow.amount,
+					installmentCount: currentRow.installmentCount,
+					currentInstallment: currentRow.currentInstallment,
+					recurrenceCount: null,
+					period: currentRow.period,
+					dueDate: currentRow.dueDate,
+					isSettled: null,
+					seriesId,
+				})
+				.where(
+					and(
+						eq(transactions.id, existing.id),
+						eq(transactions.userId, user.id),
+					),
+				);
+
+			if (rowsToInsert.length > 0) {
+				await tx.insert(transactions).values(rowsToInsert);
+			}
+		});
+
+		revalidate(user.id);
+
+		return {
+			success: true,
+			message: `Lançamento convertido em ${data.installmentCount} parcelas.`,
+			data: { createdCount: rowsToInsert.length },
+		};
+	} catch (error) {
+		return handleActionError(error) as ActionResult<{ createdCount: number }>;
+	}
+}
+
+export async function convertTransactionToRecurringAction(
+	input: ConvertToRecurringInput,
+): Promise<ActionResult<{ createdCount: number }>> {
+	try {
+		const user = await getUser();
+		const data = convertToRecurringSchema.parse(input);
+
+		const existing = await db.query.transactions.findFirst({
+			where: and(
+				eq(transactions.id, data.id),
+				eq(transactions.userId, user.id),
+			),
+		});
+
+		if (!existing) {
+			return { success: false, error: "Lançamento não encontrado." };
+		}
+
+		if (existing.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) {
+			return {
+				success: false,
+				error: "Pagamentos automáticos de fatura não podem ser convertidos.",
+			};
+		}
+
+		if (isInitialBalanceTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos de saldo inicial não podem ser convertidos.",
+			};
+		}
+
+		if (existing.condition !== "À vista") {
+			return {
+				success: false,
+				error:
+					"Apenas lançamentos à vista podem ser convertidos em recorrência.",
+			};
+		}
+
+		if (existing.splitGroupId || existing.isDivided) {
+			return {
+				success: false,
+				error:
+					"Lançamentos divididos ainda não podem ser convertidos em recorrência.",
+			};
+		}
+
+		const amountSign: 1 | -1 = existing.transactionType === "Despesa" ? -1 : 1;
+		const totalCents = Math.round(Math.abs(Number(existing.amount)) * 100);
+		const seriesId = randomUUID();
+		const isCreditCard = existing.paymentMethod === "Cartão de crédito";
+		const records = buildTransactionRecords({
+			data: {
+				purchaseDate: existing.purchaseDate.toISOString().slice(0, 10),
+				period: existing.period,
+				name: existing.name,
+				transactionType: existing.transactionType as "Receita" | "Despesa",
+				amount: totalCents / 100,
+				condition: "Recorrente",
+				paymentMethod: existing.paymentMethod as
+					| "Pix"
+					| "Boleto"
+					| "Dinheiro"
+					| "Cartão de débito"
+					| "Cartão de crédito"
+					| "Pré-Pago | VR/VA"
+					| "Transferência bancária",
+				payerId: existing.payerId,
+				isSplit: false,
+				accountId: isCreditCard ? null : existing.accountId,
+				cardId: isCreditCard ? existing.cardId : null,
+				categoryId: existing.categoryId,
+				note: existing.note,
+				recurrenceCount: data.recurrenceCount,
+				dueDate: existing.dueDate?.toISOString().slice(0, 10),
+				boletoPaymentDate: existing.boletoPaymentDate
+					?.toISOString()
+					.slice(0, 10),
+				isSettled: existing.isSettled,
+			},
+			userId: user.id,
+			period: existing.period,
+			purchaseDate: existing.purchaseDate,
+			dueDate: existing.dueDate,
+			boletoPaymentDate: existing.boletoPaymentDate,
+			shares: [{ payerId: existing.payerId, amountCents: totalCents }],
+			amountSign,
+			shouldNullifySettled: isCreditCard,
+			seriesId,
+		}).map((record) => ({
+			...record,
+			importBatchId: existing.importBatchId,
+		}));
+
+		const currentRow = records[0];
+		const rowsToInsert = records.slice(1);
+		if (!currentRow) {
+			throw new Error("Não foi possível montar a recorrência.");
+		}
+
+		if (isCreditCard && existing.cardId) {
+			const periodsToUpdate = records
+				.map((row) => row.period)
+				.filter((period): period is string => Boolean(period));
+			const paidPeriods = await getPaidInvoicePeriods(
+				user.id,
+				existing.cardId,
+				periodsToUpdate,
+			);
+
+			if (paidPeriods.length > 0) {
+				return {
+					success: false,
+					error: `As faturas dos meses ${formatPaidInvoicePeriods(
+						paidPeriods,
+					)} já estão pagas. Desfaça o pagamento antes de converter este lançamento.`,
+				};
+			}
+
+			if (existing.transactionType === "Despesa") {
+				const limitCheck = await validateCardLimit({
+					userId: user.id,
+					cardId: existing.cardId,
+					addAmount: records.reduce(
+						(acc, row) => acc + Math.abs(Number(row.amount)),
+						0,
+					),
+					excludeTransactionIds: [existing.id],
+				});
+
+				if (!limitCheck.ok) {
+					return { success: false, error: limitCheck.error };
+				}
+			}
+		}
+
+		await db.transaction(async (tx: typeof db) => {
+			await tx
+				.update(transactions)
+				.set({
+					condition: currentRow.condition,
+					name: currentRow.name,
+					amount: currentRow.amount,
+					recurrenceCount: currentRow.recurrenceCount,
+					installmentCount: null,
+					currentInstallment: null,
+					period: currentRow.period,
+					purchaseDate: currentRow.purchaseDate,
+					dueDate: currentRow.dueDate,
+					isSettled: currentRow.isSettled,
+					boletoPaymentDate: currentRow.boletoPaymentDate,
+					seriesId,
+				})
+				.where(
+					and(
+						eq(transactions.id, existing.id),
+						eq(transactions.userId, user.id),
+					),
+				);
+
+			if (rowsToInsert.length > 0) {
+				await tx.insert(transactions).values(rowsToInsert);
+			}
+		});
+
+		revalidate(user.id);
+
+		return {
+			success: true,
+			message: `Lançamento convertido em recorrência de ${data.recurrenceCount} meses.`,
+			data: { createdCount: rowsToInsert.length },
+		};
+	} catch (error) {
+		return handleActionError(error) as ActionResult<{ createdCount: number }>;
+	}
+}
+
 export async function updateTransactionSplitPairAction(
 	input: UpdateInput,
 ): Promise<ActionResult> {

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

@@ -49,6 +49,8 @@ const categoryGroupByTransactionType = {
 	income: "receita",
 } as const;
 
+const normalizeCategoryName = (value: string) => value.trim().toLowerCase();
+
 interface ImportPageProps {
 	payerOptions: SelectOption[];
 	accountOptions: SelectOption[];
@@ -108,9 +110,19 @@ export function ImportPage({
 
 				setRows(
 					stmt.transactions.map((t) => {
-						const mappedCategoryId =
+						let mappedCategoryId =
 							categoryMappings[normalizeDescriptionKey(t.description)] ?? null;
 
+						if (t.categoryRaw) {
+							const categoryRaw = normalizeCategoryName(t.categoryRaw);
+							const matchedOption = categoryOptions.find(
+								(opt) => normalizeCategoryName(opt.label) === categoryRaw,
+							);
+							if (matchedOption) {
+								mappedCategoryId = matchedOption.value;
+							}
+						}
+
 						return {
 							...t,
 							isDuplicate: t.externalId ? duplicates.has(t.externalId) : false,
@@ -129,7 +141,7 @@ export function ImportPage({
 				setIsChecking(false);
 			}
 		},
-		[isCategoryCompatible, payerId],
+		[isCategoryCompatible, payerId, categoryOptions],
 	);
 
 	// Pré-seleciona cartão ou conta com base no tipo detectado no OFX

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

@@ -4,6 +4,8 @@ import { RiAddFill } from "@remixicon/react";
 import { useState } from "react";
 import { toast } from "sonner";
 import {
+	convertTransactionToInstallmentAction,
+	convertTransactionToRecurringAction,
 	createMassTransactionsAction,
 	deleteMultipleTransactionsAction,
 	deleteTransactionAction,
@@ -18,8 +20,20 @@ import {
 	detachAttachmentBulkAction,
 	getPresignedUploadUrlAction,
 } from "@/features/transactions/actions/attachments";
+import { detectInstallmentFromName } from "@/features/transactions/lib/installment-detection";
 import { ConfirmActionDialog } from "@/shared/components/confirm-action-dialog";
 import { Button } from "@/shared/components/ui/button";
+import {
+	Dialog,
+	DialogContent,
+	DialogDescription,
+	DialogFooter,
+	DialogHeader,
+	DialogTitle,
+} from "@/shared/components/ui/dialog";
+import { Input } from "@/shared/components/ui/input";
+import { Label } from "@/shared/components/ui/label";
+import { formatCurrency } from "@/shared/utils/currency";
 import type {
 	TransactionsExportContext,
 	TransactionsPaginationState,
@@ -68,6 +82,7 @@ interface TransactionsPageProps {
 	allowCreate?: boolean;
 	noteAsColumn?: boolean;
 	columnOrder?: string[] | null;
+	groupTransactionsByDate?: boolean;
 	defaultCardId?: string | null;
 	defaultPaymentMethod?: string | null;
 	lockCardSelection?: boolean;
@@ -84,6 +99,9 @@ interface TransactionsPageProps {
 	importCategoryOptions?: SelectOption[];
 }
 
+const pluralize = (count: number, singular: string, plural: string) =>
+	count === 1 ? singular : plural;
+
 export function TransactionsPage({
 	currentUserId,
 	transactions: transactionList,
@@ -102,6 +120,7 @@ export function TransactionsPage({
 	allowCreate = true,
 	noteAsColumn = false,
 	columnOrder = null,
+	groupTransactionsByDate = true,
 	defaultCardId,
 	defaultPaymentMethod,
 	lockCardSelection,
@@ -190,6 +209,16 @@ export function TransactionsPage({
 	const [refundOpen, setRefundOpen] = useState(false);
 	const [transactionToRefund, setTransactionToRefund] =
 		useState<TransactionItem | null>(null);
+	const [convertInstallmentOpen, setConvertInstallmentOpen] = useState(false);
+	const [transactionToConvert, setTransactionToConvert] =
+		useState<TransactionItem | null>(null);
+	const [installmentCount, setInstallmentCount] = useState("2");
+	const [installmentPending, setInstallmentPending] = useState(false);
+	const [convertRecurringOpen, setConvertRecurringOpen] = useState(false);
+	const [transactionToConvertRecurring, setTransactionToConvertRecurring] =
+		useState<TransactionItem | null>(null);
+	const [recurrenceCount, setRecurrenceCount] = useState("12");
+	const [recurrencePending, setRecurrencePending] = useState(false);
 
 	const handleToggleSettlement = async (item: TransactionItem) => {
 		if (item.paymentMethod === "Cartão de crédito") {
@@ -542,6 +571,112 @@ export function TransactionsPage({
 		setRefundOpen(true);
 	};
 
+	const handleConvertToInstallment = (item: TransactionItem) => {
+		const detectedInstallment = detectInstallmentFromName(item.name);
+		setTransactionToConvert(item);
+		setInstallmentCount(String(detectedInstallment?.installmentCount ?? 2));
+		setConvertInstallmentOpen(true);
+	};
+
+	const confirmConvertToInstallment = async () => {
+		if (!transactionToConvert) {
+			return;
+		}
+
+		const count = Number(installmentCount);
+		if (!Number.isInteger(count) || count < 2 || count > 60) {
+			toast.error("Informe um parcelamento entre 2 e 60 parcelas.");
+			return;
+		}
+
+		try {
+			setInstallmentPending(true);
+			const result = await convertTransactionToInstallmentAction({
+				id: transactionToConvert.id,
+				installmentCount: count,
+			});
+
+			if (!result.success) {
+				toast.error(result.error);
+				return;
+			}
+
+			toast.success(result.message);
+			setConvertInstallmentOpen(false);
+			setTransactionToConvert(null);
+		} finally {
+			setInstallmentPending(false);
+		}
+	};
+
+	const handleConvertToRecurring = (item: TransactionItem) => {
+		setTransactionToConvertRecurring(item);
+		setRecurrenceCount("12");
+		setConvertRecurringOpen(true);
+	};
+
+	const confirmConvertToRecurring = async () => {
+		if (!transactionToConvertRecurring) {
+			return;
+		}
+
+		const count = Number(recurrenceCount);
+		if (!Number.isInteger(count) || count < 2 || count > 60) {
+			toast.error("Informe uma recorrência entre 2 e 60 meses.");
+			return;
+		}
+
+		try {
+			setRecurrencePending(true);
+			const result = await convertTransactionToRecurringAction({
+				id: transactionToConvertRecurring.id,
+				recurrenceCount: count,
+			});
+
+			if (!result.success) {
+				toast.error(result.error);
+				return;
+			}
+
+			toast.success(result.message);
+			setConvertRecurringOpen(false);
+			setTransactionToConvertRecurring(null);
+		} finally {
+			setRecurrencePending(false);
+		}
+	};
+
+	const parsedInstallmentCount = Number(installmentCount);
+	const installmentSummary =
+		transactionToConvert &&
+		Number.isInteger(parsedInstallmentCount) &&
+		parsedInstallmentCount >= 2 &&
+		parsedInstallmentCount <= 60
+			? {
+					total: formatCurrency(Math.abs(transactionToConvert.amount)),
+					installmentValue: formatCurrency(
+						Math.abs(transactionToConvert.amount) / parsedInstallmentCount,
+					),
+					count: parsedInstallmentCount,
+					createdCount: parsedInstallmentCount - 1,
+				}
+			: null;
+
+	const parsedRecurrenceCount = Number(recurrenceCount);
+	const recurringSummary =
+		transactionToConvertRecurring &&
+		Number.isInteger(parsedRecurrenceCount) &&
+		parsedRecurrenceCount >= 2 &&
+		parsedRecurrenceCount <= 60
+			? {
+					amount: formatCurrency(
+						Math.abs(transactionToConvertRecurring.amount),
+					),
+					count: parsedRecurrenceCount,
+					createdCount: parsedRecurrenceCount - 1,
+				}
+			: null;
+
 	const handleAnticipate = (item: TransactionItem) => {
 		setSelectedForAnticipation(item);
 		setAnticipateOpen(true);
@@ -612,6 +747,7 @@ export function TransactionsPage({
 				currentUserId={currentUserId}
 				noteAsColumn={noteAsColumn}
 				columnOrder={columnOrder}
+				groupTransactionsByDate={groupTransactionsByDate}
 				payerFilterOptions={payerFilterOptions}
 				categoryFilterOptions={categoryFilterOptions}
 				accountCardFilterOptions={accountCardFilterOptions}
@@ -628,6 +764,8 @@ export function TransactionsPage({
 				onBulkImport={handleBulkImport}
 				onViewDetails={handleViewDetails}
 				onRefund={handleRefund}
+				onConvertToInstallment={handleConvertToInstallment}
+				onConvertToRecurring={handleConvertToRecurring}
 				onToggleSettlement={handleToggleSettlement}
 				onAnticipate={handleAnticipate}
 				onViewAnticipationHistory={handleViewAnticipationHistory}
@@ -749,6 +887,138 @@ export function TransactionsPage({
 				disabled={!transactionToDelete}
 			/>
 
+			<Dialog
+				open={convertInstallmentOpen && !!transactionToConvert}
+				onOpenChange={(open) => {
+					setConvertInstallmentOpen(open);
+					if (!open) {
+						setTransactionToConvert(null);
+					}
+				}}
+			>
+				<DialogContent className="sm:max-w-md">
+					<DialogHeader>
+						<DialogTitle>Converter em parcelamento?</DialogTitle>
+						<DialogDescription>
+							O lançamento atual será mantido como a primeira parcela e os
+							próximos meses serão criados automaticamente.
+						</DialogDescription>
+					</DialogHeader>
+
+					<div className="space-y-2">
+						<Label htmlFor="installmentCount">Parcelar em</Label>
+						<Input
+							id="installmentCount"
+							type="number"
+							min={2}
+							max={60}
+							value={installmentCount}
+							onChange={(event) => setInstallmentCount(event.target.value)}
+						/>
+						<p className="text-muted-foreground text-sm">
+							Use o total de parcelas da série, incluindo este lançamento.
+						</p>
+						{installmentSummary ? (
+							<p className="rounded-md border bg-muted/40 px-3 py-2 text-muted-foreground text-sm">
+								Resumo: {installmentSummary.total} será dividido em{" "}
+								{installmentSummary.count} parcelas de aproximadamente{" "}
+								{installmentSummary.installmentValue}. Este lançamento vira a
+								primeira parcela e {installmentSummary.createdCount}{" "}
+								{pluralize(
+									installmentSummary.createdCount,
+									"nova parcela será criada",
+									"novas parcelas serão criadas",
+								)}
+								.
+							</p>
+						) : null}
+					</div>
+
+					<DialogFooter>
+						<Button
+							type="button"
+							variant="outline"
+							onClick={() => setConvertInstallmentOpen(false)}
+							disabled={installmentPending}
+						>
+							Cancelar
+						</Button>
+						<Button
+							type="button"
+							onClick={confirmConvertToInstallment}
+							disabled={installmentPending}
+						>
+							{installmentPending ? "Convertendo..." : "Converter"}
+						</Button>
+					</DialogFooter>
+				</DialogContent>
+			</Dialog>
+
+			<Dialog
+				open={convertRecurringOpen && !!transactionToConvertRecurring}
+				onOpenChange={(open) => {
+					setConvertRecurringOpen(open);
+					if (!open) {
+						setTransactionToConvertRecurring(null);
+					}
+				}}
+			>
+				<DialogContent className="sm:max-w-md">
+					<DialogHeader>
+						<DialogTitle>Converter em recorrente?</DialogTitle>
+						<DialogDescription>
+							O lançamento atual será mantido como a primeira recorrência e os
+							próximos meses serão criados automaticamente.
+						</DialogDescription>
+					</DialogHeader>
+
+					<div className="space-y-2">
+						<Label htmlFor="recurrenceCount">Repetir por</Label>
+						<Input
+							id="recurrenceCount"
+							type="number"
+							min={2}
+							max={60}
+							value={recurrenceCount}
+							onChange={(event) => setRecurrenceCount(event.target.value)}
+						/>
+						<p className="text-muted-foreground text-sm">
+							Use o total de meses da série, incluindo este lançamento.
+						</p>
+						{recurringSummary ? (
+							<p className="rounded-md border bg-muted/40 px-3 py-2 text-muted-foreground text-sm">
+								Resumo: este lançamento vira a primeira recorrência e{" "}
+								{recurringSummary.createdCount}{" "}
+								{pluralize(
+									recurringSummary.createdCount,
+									"novo lançamento mensal será criado",
+									"novos lançamentos mensais serão criados",
+								)}{" "}
+								com valor de {recurringSummary.amount}.
+							</p>
+						) : null}
+					</div>
+
+					<DialogFooter>
+						<Button
+							type="button"
+							variant="outline"
+							onClick={() => setConvertRecurringOpen(false)}
+							disabled={recurrencePending}
+						>
+							Cancelar
+						</Button>
+						<Button
+							type="button"
+							onClick={confirmConvertToRecurring}
+							disabled={recurrencePending}
+						>
+							{recurrencePending ? "Convertendo..." : "Converter"}
+						</Button>
+					</DialogFooter>
+				</DialogContent>
+			</Dialog>
+
 			<BulkActionDialog
 				open={bulkDeleteOpen && !!pendingDeleteData}
 				onOpenChange={setBulkDeleteOpen}

src/features/transactions/components/table/transaction-actions-menu.tsx

@@ -11,6 +11,7 @@ import {
 	RiRefundLine,
 	RiTimeLine,
 } from "@remixicon/react";
+import { CREDIT_CARD_PAYMENT_METHOD } from "@/features/transactions/lib/constants";
 import { Button } from "@/shared/components/ui/button";
 import {
 	DropdownMenu,
@@ -20,6 +21,7 @@ import {
 	DropdownMenuTrigger,
 } from "@/shared/components/ui/dropdown-menu";
 import { REFUND_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
+import { getConditionIcon } from "@/shared/utils/icons";
 import type { TransactionItem } from "../types";
 
 type TransactionActionsMenuProps = {
@@ -33,6 +35,8 @@ type TransactionActionsMenuProps = {
 	onRefund?: (item: TransactionItem) => void;
 	onAnticipate?: (item: TransactionItem) => void;
 	onViewAnticipationHistory?: (item: TransactionItem) => void;
+	onConvertToInstallment?: (item: TransactionItem) => void;
+	onConvertToRecurring?: (item: TransactionItem) => void;
 };
 
 export function TransactionActionsMenu({
@@ -46,6 +50,8 @@ export function TransactionActionsMenu({
 	onRefund,
 	onAnticipate,
 	onViewAnticipationHistory,
+	onConvertToInstallment,
+	onConvertToRecurring,
 }: TransactionActionsMenuProps) {
 	const isOwnData = item.userId === currentUserId;
 	const canRefund =
@@ -55,9 +61,27 @@ export function TransactionActionsMenu({
 		!item.splitGroupId &&
 		!item.readonly &&
 		!item.note?.startsWith(REFUND_NOTE_PREFIX);
+
 	const showInstallmentActions =
 		isOwnData && item.condition === "Parcelado" && item.seriesId;
 
+	const canConvertToInstallment =
+		isOwnData &&
+		item.paymentMethod === CREDIT_CARD_PAYMENT_METHOD &&
+		item.condition === "À vista" &&
+		!item.splitGroupId &&
+		!item.isDivided &&
+		!item.readonly &&
+		Boolean(onConvertToInstallment);
+
+	const canConvertToRecurring =
+		isOwnData &&
+		item.condition === "À vista" &&
+		!item.splitGroupId &&
+		!item.isDivided &&
+		!item.readonly &&
+		Boolean(onConvertToRecurring);
+
 	return (
 		<DropdownMenu>
 			<DropdownMenuTrigger asChild>
@@ -112,6 +136,20 @@ export function TransactionActionsMenu({
 					</DropdownMenuItem>
 				) : null}
 
+				{canConvertToInstallment ? (
+					<DropdownMenuItem onSelect={() => onConvertToInstallment?.(item)}>
+						{getConditionIcon("Parcelado")}
+						Converter em Parcelamento
+					</DropdownMenuItem>
+				) : null}
+
+				{canConvertToRecurring ? (
+					<DropdownMenuItem onSelect={() => onConvertToRecurring?.(item)}>
+						{getConditionIcon("Recorrente")}
+						Converter em Recorrente
+					</DropdownMenuItem>
+				) : null}
+
 				{isOwnData ? (
 					<DropdownMenuItem
 						variant="destructive"

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

@@ -47,8 +47,11 @@ type BuildColumnsArgs = {
 	onToggleSettlement?: (item: TransactionItem) => void;
 	onAnticipate?: (item: TransactionItem) => void;
 	onViewAnticipationHistory?: (item: TransactionItem) => void;
+	onConvertToInstallment?: (item: TransactionItem) => void;
+	onConvertToRecurring?: (item: TransactionItem) => void;
 	isSettlementLoading: (id: string) => boolean;
 	showActions: boolean;
+	showDateGroups: boolean;
 	columnOrder?: string[] | null;
 };
 
@@ -109,8 +112,11 @@ function buildColumns({
 	onToggleSettlement,
 	onAnticipate,
 	onViewAnticipationHistory,
+	onConvertToInstallment,
+	onConvertToRecurring,
 	isSettlementLoading,
 	showActions,
+	showDateGroups,
 }: BuildColumnsArgs): ColumnDef<TransactionItem>[] {
 	const noop = () => undefined;
 	const handleEdit = onEdit ?? noop;
@@ -122,6 +128,8 @@ function buildColumns({
 	const handleToggleSettlement = onToggleSettlement ?? noop;
 	const handleAnticipate = onAnticipate ?? noop;
 	const handleViewAnticipationHistory = onViewAnticipationHistory ?? noop;
+	const handleConvertToInstallment = onConvertToInstallment ?? noop;
+	const handleConvertToRecurring = onConvertToRecurring ?? noop;
 
 	const columns: ColumnDef<TransactionItem>[] = [
 		{
@@ -188,12 +196,14 @@ function buildColumns({
 					<span className="flex items-center gap-2">
 						<EstablishmentLogo name={name} size={32} />
 						<span className="flex flex-col py-0.5">
+							{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>
@@ -248,6 +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>
@@ -545,6 +564,12 @@ function buildColumns({
 						onRefund={handleRefund}
 						onAnticipate={handleAnticipate}
 						onViewAnticipationHistory={handleViewAnticipationHistory}
+						onConvertToInstallment={
+							onConvertToInstallment ? handleConvertToInstallment : undefined
+						}
+						onConvertToRecurring={
+							onConvertToRecurring ? handleConvertToRecurring : undefined
+						}
 					/>
 				</div>
 			),

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";
@@ -39,8 +39,11 @@ type TransactionsMobileListProps = {
 	onToggleSettlement?: (item: TransactionItem) => void;
 	onAnticipate?: (item: TransactionItem) => void;
 	onViewAnticipationHistory?: (item: TransactionItem) => void;
+	onConvertToInstallment?: (item: TransactionItem) => void;
+	onConvertToRecurring?: (item: TransactionItem) => void;
 	isSettlementLoading: (id: string) => boolean;
 	showActions?: boolean;
+	showDateGroups?: boolean;
 };
 
 export function TransactionsMobileList({
@@ -55,9 +58,31 @@ export function TransactionsMobileList({
 	onToggleSettlement,
 	onAnticipate,
 	onViewAnticipationHistory,
+	onConvertToInstallment,
+	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) => (
@@ -74,16 +99,58 @@ export function TransactionsMobileList({
 						onToggleSettlement={onToggleSettlement}
 						onAnticipate={onAnticipate}
 						onViewAnticipationHistory={onViewAnticipationHistory}
+						onConvertToInstallment={onConvertToInstallment}
+						onConvertToRecurring={onConvertToRecurring}
+						isSettlementLoading={isSettlementLoading}
+						showActions={showActions}
+						showDate
+					/>
+				))}
+			</div>
+		);
+	}
+
+	return (
+		<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>
 	);
 }
 
 type TransactionMobileCardProps = Omit<TransactionsMobileListProps, "data"> & {
 	item: TransactionItem;
+	showDate?: boolean;
 };
 
 function TransactionMobileCard({
@@ -98,8 +165,11 @@ function TransactionMobileCard({
 	onToggleSettlement,
 	onAnticipate,
 	onViewAnticipationHistory,
+	onConvertToInstallment,
+	onConvertToRecurring,
 	isSettlementLoading,
 	showActions = true,
+	showDate = false,
 }: TransactionMobileCardProps) {
 	const installmentBadge =
 		item.currentInstallment && item.installmentCount
@@ -148,10 +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">
+								{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}
@@ -261,6 +333,8 @@ function TransactionMobileCard({
 									onRefund={onRefund}
 									onAnticipate={onAnticipate}
 									onViewAnticipationHistory={onViewAnticipationHistory}
+									onConvertToInstallment={onConvertToInstallment}
+									onConvertToRecurring={onConvertToRecurring}
 								/>
 							</div>
 						) : null}

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 {
@@ -71,12 +73,15 @@ type TransactionsTableProps = {
 	onBulkImport?: (items: TransactionItem[]) => void;
 	onViewDetails?: (item: TransactionItem) => void;
 	onRefund?: (item: TransactionItem) => void;
+	onConvertToInstallment?: (item: TransactionItem) => void;
+	onConvertToRecurring?: (item: TransactionItem) => void;
 	onToggleSettlement?: (item: TransactionItem) => void;
 	onAnticipate?: (item: TransactionItem) => void;
 	onViewAnticipationHistory?: (item: TransactionItem) => void;
 	isSettlementLoading?: (id: string) => boolean;
 	showActions?: boolean;
 	showFilters?: boolean;
+	groupTransactionsByDate?: boolean;
 };
 
 export function TransactionsTable({
@@ -100,12 +105,15 @@ export function TransactionsTable({
 	onBulkImport,
 	onViewDetails,
 	onRefund,
+	onConvertToInstallment,
+	onConvertToRecurring,
 	onToggleSettlement,
 	onAnticipate,
 	onViewAnticipationHistory,
 	isSettlementLoading,
 	showActions = true,
 	showFilters = true,
+	groupTransactionsByDate = true,
 }: TransactionsTableProps) {
 	const router = useRouter();
 	const pathname = usePathname();
@@ -134,23 +142,29 @@ export function TransactionsTable({
 				onConfirmDelete,
 				onViewDetails,
 				onRefund,
+				onConvertToInstallment,
+				onConvertToRecurring,
 				onToggleSettlement,
 				onAnticipate,
 				onViewAnticipationHistory,
 				isSettlementLoading: isSettlementLoading ?? (() => false),
 				showActions,
+				showDateGroups: groupTransactionsByDate,
 				columnOrder: columnOrderPreference,
 			}),
 		[
 			currentUserId,
 			noteAsColumn,
 			columnOrderPreference,
+			groupTransactionsByDate,
 			onEdit,
 			onCopy,
 			onImport,
 			onConfirmDelete,
 			onViewDetails,
 			onRefund,
+			onConvertToInstallment,
+			onConvertToRecurring,
 			onToggleSettlement,
 			onAnticipate,
 			onViewAnticipationHistory,
@@ -183,6 +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;
@@ -267,6 +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>
@@ -358,7 +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
@@ -375,6 +426,7 @@ export function TransactionsTable({
 								onViewAnticipationHistory={onViewAnticipationHistory}
 								isSettlementLoading={isSettlementLoading ?? (() => false)}
 								showActions={showActions}
+								showDateGroups={groupTransactionsByDate}
 							/>
 
 							<div className="hidden overflow-x-auto md:block">
@@ -399,28 +451,23 @@ export function TransactionsTable({
 										))}
 									</TableHeader>
 									<TableBody>
-										{rowModel.rows.map((row) => (
+										{groupTransactionsByDate
-											<TableRow
+											? groupedRows.map((group, groupIndex) => (
-												key={row.id}
+													<Fragment
-												className={cn(
+														key={`${group.date || group.label}-${groupIndex}`}
-													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) => (
+														<TableRow className="border-y bg-muted/40 hover:bg-muted/60">
-													<TableCell key={cell.id}>
+															<TableCell
-														{flexRender(
+																colSpan={visibleColumnCount}
-															cell.column.columnDef.cell,
+																className="h-9 px-3 py-2 text-xs font-semibold text-muted-foreground"
-															cell.getContext(),
+															>
-														)}
+																{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 = [
+export {
-	"application/pdf",
+	ALLOWED_MIME_TYPES,
-	"image/jpeg",
+	ATTACHMENT_SIZE_OPTIONS,
-	"image/png",
+	type AttachmentSizeOption,
-	"image/webp",
+	DEFAULT_MAX_FILE_SIZE_MB,
-] as const;
+	MAX_FILE_SIZE,
-
+} from "@/shared/lib/attachments/config";
-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];

src/features/transactions/lib/installment-detection.ts

@@ -0,0 +1,49 @@
+export type InstallmentDetection = {
+	name: string;
+	currentInstallment: number;
+	installmentCount: number;
+};
+
+const INSTALLMENT_SUFFIX_PATTERNS = [
+	/^(?<name>.+?)\s*[-–—]?\s*parcela\s+(?<current>\d{1,2})\s+de\s+(?<total>\d{1,2})\s*$/iu,
+	/^(?<name>.+?)\s*[-–—]?\s*parcela\s+(?<current>\d{1,2})\s*\/\s*(?<total>\d{1,2})\s*$/iu,
+	/^(?<name>.+?)\s*\((?<current>\d{1,2})\s*[/?]\s*(?<total>\d{1,2})\)\s*$/u,
+	/^(?<name>.+?)\s+(?<current>\d{1,2})\s*[/?]\s*(?<total>\d{1,2})\s*$/u,
+];
+
+const normalizeDetectedName = (value: string) =>
+	value
+		.trim()
+		.replace(/\s+[-–—:]\s*$/u, "")
+		.trim();
+
+export function detectInstallmentFromName(
+	value: string | null | undefined,
+): InstallmentDetection | null {
+	const text = value?.trim();
+	if (!text) return null;
+
+	for (const pattern of INSTALLMENT_SUFFIX_PATTERNS) {
+		const match = pattern.exec(text);
+		const groups = match?.groups;
+		if (!groups) continue;
+
+		const currentInstallment = Number(groups.current);
+		const installmentCount = Number(groups.total);
+		const name = normalizeDetectedName(groups.name ?? "");
+
+		if (
+			name.length > 0 &&
+			Number.isInteger(currentInstallment) &&
+			Number.isInteger(installmentCount) &&
+			currentInstallment >= 1 &&
+			installmentCount >= 2 &&
+			currentInstallment <= installmentCount &&
+			installmentCount <= 60
+		) {
+			return { name, currentInstallment, installmentCount };
+		}
+	}
+
+	return null;
+}

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/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/types.ts

@@ -4,6 +4,7 @@ export type ImportedTransaction = {
 	amount: number; // positivo = receita, negativo = despesa
 	description: string; // MEMO ou NAME
 	transactionType: "income" | "expense";
+	categoryRaw?: string | null;
 };
 
 export type ImportStatement = {

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

@@ -99,6 +99,7 @@ export async function parseXls(buffer: ArrayBuffer): Promise<ImportStatement> {
 		const typeRaw =
 			values[4] != null ? String(values[4]).toLowerCase().trim() : "";
 		const transactionType = typeRaw === "receita" ? "income" : "expense";
+		const categoryRaw = values[5] != null ? String(values[5]).trim() : null;
 
 		if (!date || !description || amount === null || amount <= 0) return;
 
@@ -108,6 +109,7 @@ export async function parseXls(buffer: ArrayBuffer): Promise<ImportStatement> {
 			amount,
 			description,
 			transactionType,
+			categoryRaw,
 		});
 	});
 
@@ -132,16 +134,17 @@ export async function generateXlsTemplate(): Promise<ArrayBuffer> {
 	const ws = workbook.addWorksheet("Lançamentos");
 
 	ws.addRows([
-		["Data", "Descrição", "Valor", "Tipo"],
+		["Data", "Descrição", "Valor", "Tipo", "Categoria"],
-		["01/03/2026", "Ingressos São Januário", 160, "despesa"],
+		["01/03/2026", "Ingressos São Januário", 160, "despesa", "Lazer"],
-		["01/03/2026", "Salário", 3000.0, "receita"],
+		["01/03/2026", "Salário", 3000.0, "receita", "Salário"],
-		["01/03/2026", "Posto do Vasco da Gama", 89.9, "despesa"],
+		["01/03/2026", "Posto do Vasco da Gama", 89.9, "despesa", "Transporte"],
 	]);
 
 	ws.getColumn(1).width = 14;
 	ws.getColumn(2).width = 32;
 	ws.getColumn(3).width = 12;
 	ws.getColumn(4).width = 10;
+	ws.getColumn(5).width = 24;
 
 	// Dropdown para coluna Tipo (D2:D100)
 	for (let i = 2; i <= 100; i++) {

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
  */