fix(auth): corrigir verify e unificar tokens com prefixo opm_

- Corrige /api/auth/device/verify que rejeitava tokens criados via
  Settings (revertido de JWT para hash lookup)
- Renomeia prefixo de tokens de os_ para opm_ (OpenMonetis)
- Remove rotas JWT não utilizadas (token, refresh)
- Simplifica api-token.ts mantendo apenas hashToken e extractBearerToken

BREAKING CHANGE: tokens existentes com prefixo os_ param de funcionar.
Revogar e recriar tokens após o deploy.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

.github/copilot-instructions.md

@@ -1,58 +0,0 @@
-# AI Coding Assistant Instructions for OpenMonetis
-
-## Project Overview
-
-OpenMonetis is a self-hosted personal finance management application built with Next.js 16, TypeScript, PostgreSQL, and Drizzle ORM. It provides manual transaction tracking, account management, budgeting, and financial insights with a Portuguese interface.
-
-## Architecture
-
-- **Frontend**: Next.js App Router with React 19, shadcn/ui components, Tailwind CSS
-- **Backend**: Server actions in Next.js, API routes for auth/health
-- **Database**: PostgreSQL with Drizzle ORM, schema in `db/schema.ts`
-- **Auth**: Better Auth (OAuth + email magic links)
-- **Deployment**: Docker multi-stage build, health checks
-
-## Key Patterns
-
-- **Server Actions**: Use `"use server"` for mutations, validate with Zod schemas, handle errors with `handleActionError`
-- **Database Queries**: Use Drizzle's query API with relations, e.g., `db.query.lancamentos.findMany({ with: { categoria: true } })`
-- **Authentication**: Import from `lib/auth/server`, redirect on failure
-- **Revalidation**: Call `revalidateForEntity("lancamentos")` after mutations
-- **Portuguese Naming**: DB fields like `nome`, `tipo_conta`, `pagador` (payer), `lancamento` (transaction)
-- **Component Structure**: Feature-based folders in `components/`, shared UI in `components/ui/`
-
-## Development Workflow
-
-- **Start Dev**: `pnpm dev` (Turbopack), `docker compose up db -d` for DB
-- **Database**: `pnpm db:push` to sync schema, `pnpm db:studio` for visual editor
-- **Build**: `pnpm build`, `pnpm start` for production
-- **Docker**: `pnpm docker:up` for full stack, `pnpm docker:logs` for monitoring
-
-## Common Tasks
-
-- **Add Transaction**: Create server action in `app/(dashboard)/lancamentos/actions.ts`, validate with Zod, insert via Drizzle
-- **New Entity**: Add to `db/schema.ts`, define relations, create CRUD actions in `lib/[entity]/actions.ts`
-- **UI Component**: Use shadcn/ui, place in `components/[feature]/`, export from `components/ui/`
-- **API Route**: Add to `app/api/`, use `getUserSession()` for auth
-
-## Conventions
-
-- **Imports**: Absolute paths with `@/`, group by external/internal
-- **Error Handling**: Return `{ success: false, error: string }` from actions
-- **Currency**: Store as decimal strings (e.g., "123.45"), convert to cents for calculations
-- **Periods**: Format as "YYYY-MM", use `parsePeriodParam()` for URL params
-- **Notifications**: Send emails via `sendPagadorAutoEmails()` for payer updates
-
-## External Integrations
-
-- **Better Auth**: Config in `lib/auth/config.ts`, session handling
-- **Drizzle**: Migrations in `drizzle/`, studio at `pnpm db:studio`
-- **AI Features**: Use `@ai-sdk/*` for insights, configured in environment
-- **Email**: Resend for notifications, configured via `RESEND_API_KEY`
-
-## File Examples
-
-- Schema: `db/schema.ts` (relations, indexes)
-- Actions: `app/(dashboard)/lancamentos/actions.ts` (CRUD with validation)
-- Components: `components/lancamentos/page/lancamentos-page.tsx` (client component)
-- Utils: `lib/lancamentos/page-helpers.ts` (data transformation)

.github/workflows/docker-publish.yml

@@ -13,10 +13,35 @@ on:
 
 env:
   DOCKER_IMAGE_NAME: openmonetis
+  FORCE_JAVASCRIPT_ACTIONS_TO_NODE24: true
 
 jobs:
+  quality:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+        with:
+          version: 10.33.0
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v4
+        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

.github/workflows/release.yml

@@ -5,6 +5,9 @@ on:
     branches:
       - main
 
+env:
+  FORCE_JAVASCRIPT_ACTIONS_TO_NODE24: true
+
 jobs:
   release:
     runs-on: ubuntu-latest

CHANGELOG.md

@@ -7,6 +7,80 @@ e este projeto adere ao [Versionamento Semântico](https://semver.org/lang/pt-BR
 
 ## [Unreleased]
 
+## [2.3.3] - 2026-04-05
+
+### Corrigido
+
+- Tokens: corrigido `/api/auth/device/verify` que rejeitava tokens criados via Settings (revertido de JWT para hash lookup)
+
+### Alterado
+
+- Tokens: prefixo renomeado de `os_` para `opm_` (OpenMonetis); tokens existentes precisam ser recriados
+- Tokens: removidas rotas JWT não utilizadas (`/api/auth/device/token` e `/api/auth/device/refresh`)
+- Tokens: `api-token.ts` simplificado para conter apenas `hashToken` e `extractBearerToken`
+
+## [2.3.2] - 2026-04-04
+
+### Segurança
+
+- Tokens: removido aceite de tokens sem expiração (`expiresAt NULL`); tokens criados via settings agora expiram em 1 ano
+- Tokens: corrigido refresh que sobrescrevia hash e invalidava access token anterior; verify agora valida JWT por assinatura
+- xlsx: desabilitado parsing de fórmulas (`cellFormula: false`) para mitigar CVE-2024-44294
+- CSP: expandida Content-Security-Policy com `default-src`, `script-src`, `style-src`, `img-src`, `font-src` e `connect-src`
+- Headers: adicionados `Referrer-Policy` e `X-Permitted-Cross-Domain-Policies`
+- API: rotas autenticadas agora retornam `401 JSON` em vez de redirect `302` para clientes não autenticados
+- Health: removido campo `version` da resposta do `/api/health`
+- robots.txt: simplificado para não expor mapa de rotas internas
+- Sitemap: corrigida URL com protocolo duplicado (`https://https://`)
+- Criado `security.txt` (RFC 9116)
+
+## [2.3.1] - 2026-04-03
+
+### Corrigido
+
+- Infraestrutura: deps do drizzle-kit agora são instaladas em `/app/migrate/` separado do `node_modules` do standalone, corrigindo erro `Cannot find module 'next'` no startup do container
+
+## [2.3.0] - 2026-04-03
+
+### Adicionado
+
+- Dependências: adiciona `@tanstack/react-query` e um provider global para padronizar cache, deduplicação e invalidação de leituras client-side
+- Dashboard: widget "Minhas Contas" ganha preferência persistida para mostrar ou ocultar contas marcadas como não consideradas no saldo total
+- Dashboard: cards de métricas ganham botão de ajuda com explicação do cálculo exibido no app
+- Versionamento: menu do usuário na navbar passa a avisar quando existe release mais recente publicada no GitHub
+- Qualidade: adiciona `knip` ao projeto com o script `pnpm run lint:deadcode` para auditar arquivos, exports e tipos sem uso
+- Infraestrutura: imagem Docker passa a rodar migrations automaticamente via `docker-entrypoint.sh` antes de iniciar a aplicação
+
+### Alterado
+
+- Anexos: listagem no modal de edição/detalhes, URLs temporárias da galeria e preview deixam de depender de `useEffect` para data fetching direto no componente e passam a usar React Query sobre rotas GET dedicadas
+- Insights: carregamento de análises salvas passa a usar React Query com cache por período, mantendo estado draft local apenas para análises recém-geradas ou removidas
+- Parcelamentos: histórico de antecipações no diálogo passa a usar React Query com invalidação automática após cancelamento
+- Dashboard, insights e relatórios passam a excluir movimentações de contas marcadas como não consideradas no saldo total; balanço e previsto também passam a considerar ajustes de transferências entre contas consideradas e não consideradas
+- UX: boletos e faturas passam a exibir labels relativas como "vence hoje", "vence amanhã" e "pago ontem", com tooltip para a data completa
+- Lançamentos: diálogo foi reorganizado em blocos mais claros; a criação passa a aceitar múltiplos anexos e a edição em lote preserva `purchaseDate` e `period` ao propagar alterações por série
+- Inbox e tabela de lançamentos foram componentizados em partes menores, mantendo paginação e ações em lote mais simples de evoluir
+- Infraestrutura: workflow de publish ganha etapa obrigatória de qualidade; `docker-compose` passa a suportar perfil local ou banco remoto; build fixa `pnpm@10.33.0`; projeto atualizado para `Next.js 16.2.2`, `Biome 2.4.10` e dependências correlatas
+- Qualidade: `knip` ganha configuração inicial para reduzir falsos positivos, ignorando `src/shared/components/ui/**`, o worker público de PDF, `setup.mjs` e o falso positivo de `postcss`
+
+### Corrigido
+
+- Segurança: criação de antecipações agora valida se `payerId` e `categoryId` informados pertencem ao usuário autenticado antes de persistir referências cruzadas
+- Segurança: histórico de antecipações endurece os joins de `transactions`, `payers` e `categories` com filtro por `userId`, evitando exposição de nomes relacionados caso exista referência inconsistente no banco
+- Segurança: domínio público deixa de responder rotas `/api/*`, e o Better Auth passa a aplicar rate limits explícitos para login e cadastro por e-mail
+- APIs privadas: rotas de anexos, insights salvos, histórico de antecipações e presign de download passam a responder com `Cache-Control: private, no-store`; a rota de antecipações também deixa de devolver mensagens internas de erro ao cliente
+- Build: rotas web de tokens do Companion passam a ser explicitamente dinâmicas, removendo o warning de prerender no `next build`
+- Lançamentos: edição em série de compras parceladas volta a persistir `purchaseDate` e `period`, permitindo mover parcelas para a fatura ou competência correta conforme o escopo escolhido
+- Lançamentos: edições que tentam mover compras de cartão para faturas já pagas agora são bloqueadas com mensagem clara também no fluxo de atualização e propagação em lote
+- Imagens: logos institucionais, avatares padrão e componentes com `next/image` em modo `fill` passam a usar containers fixos com `sizes`, removendo avisos de proporção e performance
+- Gráficos: `ChartContainer` passa a definir `initialDimension` no `ResponsiveContainer` do Recharts, evitando avisos `width(-1)` e `height(-1)` durante a medição inicial em widgets e relatórios
+
+## [2.2.1] - 2026-04-01
+
+### Corrigido
+
+- Docker: imagem de produção deixa de executar `chown -R /app` no stage final; as permissões passam a ser definidas nos `COPY --chown`, reduzindo o risco de travamento e lentidão excessiva no build/push da GitHub Action
+
 ## [2.2.0] - 2026-04-01
 
 ### Adicionado

Dockerfile

@@ -5,14 +5,16 @@
 # ============================================
 FROM node:22-alpine AS deps
 
-# Instalar pnpm globalmente
-RUN corepack enable && corepack prepare pnpm@latest --activate
+RUN corepack enable && corepack prepare pnpm@10.33.0 --activate
 
 WORKDIR /app
 
 # Copiar apenas arquivos de dependências para aproveitar cache
 COPY package.json pnpm-lock.yaml* ./
 
+# Criar pasta public para o postinstall do pdfjs-dist
+RUN mkdir -p public
+
 # Instalar dependências (production + dev para o build)
 RUN pnpm install --frozen-lockfile
 
@@ -21,8 +23,7 @@ RUN pnpm install --frozen-lockfile
 # ============================================
 FROM node:22-alpine AS builder
 
-# Instalar pnpm globalmente
-RUN corepack enable && corepack prepare pnpm@latest --activate
+RUN corepack enable && corepack prepare pnpm@10.33.0 --activate
 
 WORKDIR /app
 
@@ -32,13 +33,14 @@ COPY --from=deps /app/node_modules ./node_modules
 # Copiar todo o código fonte
 COPY . .
 
+# Garantir que o pdf.worker vem da versão instalada no stage 1, não do host
+COPY --from=deps /app/public/pdf.worker.min.mjs ./public/pdf.worker.min.mjs
+
 # Variáveis de ambiente necessárias para o build
-# DATABASE_URL será fornecida em runtime, mas precisa estar definida para validação
 ENV NEXT_TELEMETRY_DISABLED=1 \
     NODE_ENV=production
 
 # Build da aplicação Next.js
-# Nota: Se houver erros de tipo, ajuste typescript.ignoreBuildErrors no next.config.ts
 RUN pnpm build
 
 # ============================================
@@ -46,8 +48,7 @@ RUN pnpm build
 # ============================================
 FROM node:22-alpine AS runner
 
-# Instalar pnpm globalmente
-RUN corepack enable && corepack prepare pnpm@latest --activate
+RUN corepack enable && corepack prepare pnpm@10.33.0 --activate
 
 WORKDIR /app
 
@@ -55,12 +56,27 @@ WORKDIR /app
 RUN addgroup --system --gid 1001 nodejs && \
     adduser --system --uid 1001 nextjs
 
-# Copiar apenas arquivos necessários para produção
-COPY --from=builder /app/public ./public
-COPY --from=builder /app/package.json ./package.json
-COPY --from=builder /app/pnpm-lock.yaml ./pnpm-lock.yaml
+# Instalar deps do drizzle-kit em diretório separado ANTES de copiar o standalone
+# Isso evita que o pnpm install sobrescreva o node_modules do Next.js standalone
+COPY --from=builder /app/package.json /tmp/pkg.json
+RUN mkdir -p /app/migrate && \
+  node -e "\
+  const p=JSON.parse(require('fs').readFileSync('/tmp/pkg.json','utf8'));\
+  require('fs').writeFileSync('/app/migrate/package.json',JSON.stringify({\
+    name:'openmonetis-migrate',version:p.version,\
+    dependencies:{\
+      'drizzle-orm':p.dependencies['drizzle-orm'],\
+      'pg':p.dependencies['pg']\
+    },\
+    devDependencies:{'drizzle-kit':p.devDependencies['drizzle-kit']}\
+  }));" && \
+  cd /app/migrate && pnpm install --no-frozen-lockfile --ignore-scripts && \
+  chown -R nextjs:nodejs /app/migrate
 
-# Copiar arquivos de build do Next.js
+# Copiar apenas arquivos necessários para produção
+COPY --from=builder --chown=nextjs:nodejs /app/public ./public
+
+# Copiar arquivos de build do Next.js (inclui node_modules standalone com next)
 COPY --from=builder --chown=nextjs:nodejs /app/.next/standalone ./
 COPY --from=builder --chown=nextjs:nodejs /app/.next/static ./.next/static
 
@@ -69,8 +85,9 @@ COPY --from=builder --chown=nextjs:nodejs /app/drizzle ./drizzle
 COPY --from=builder --chown=nextjs:nodejs /app/drizzle.config.ts ./drizzle.config.ts
 COPY --from=builder --chown=nextjs:nodejs /app/src/db ./src/db
 
-# Copiar node_modules para ter drizzle-kit disponível para migrations
-COPY --from=builder --chown=nextjs:nodejs /app/node_modules ./node_modules
+# Copiar entrypoint de migrations
+COPY docker-entrypoint.sh ./
+RUN chmod +x /app/docker-entrypoint.sh && chown nextjs:nodejs /app/docker-entrypoint.sh
 
 # Definir variáveis de ambiente de produção
 ENV NODE_ENV=production \
@@ -81,16 +98,13 @@ ENV NODE_ENV=production \
 # Expor porta
 EXPOSE 3000
 
-# Ajustar permissões para o usuário nextjs
-RUN chown -R nextjs:nodejs /app
-
 # Mudar para usuário não-root
 USER nextjs
 
 # Health check
 HEALTHCHECK --interval=30s --timeout=10s --start-period=40s --retries=3 \
-  CMD node -e "require('http').get('http://localhost:3000/api/health', (r) => {process.exit(r.statusCode === 200 ? 0 : 1)})" || exit 1
+  CMD wget --quiet --tries=1 --spider http://localhost:3000/api/health || exit 1
 
-# Comando de inicialização
-# Nota: Em produção com standalone build, o servidor é iniciado pelo arquivo server.js
+# Entrypoint: roda migrations e depois executa o CMD
+ENTRYPOINT ["/app/docker-entrypoint.sh"]
 CMD ["node", "server.js"]

biome.json

@@ -1,5 +1,5 @@
 {
-	"$schema": "https://biomejs.dev/schemas/2.4.9/schema.json",
+	"$schema": "https://biomejs.dev/schemas/2.4.10/schema.json",
 	"vcs": {
 		"enabled": true,
 		"clientKind": "git",

docker-compose.yml

@@ -4,23 +4,28 @@ name: openmonetis
 # MODOS DE USO:
 # 1. Banco LOCAL (PostgreSQL em container):
 #    - Configure DATABASE_URL com host "db" no .env
-#    - Execute: docker compose up
+#    - Execute: docker compose --profile local up
 #
 # 2. Banco REMOTO (ex: Supabase, Neon, etc):
 #    - Configure DATABASE_URL com a URL do banco remoto no .env
-#    - Execute: docker compose up app (apenas o serviço app)
+#    - Execute: docker compose up
 #
-# 3. Para parar todos os serviços:
+# 3. Build local (desenvolvimento):
+#    - Execute: docker compose --profile local up --build
+#
+# 4. Para parar todos os serviços:
 #    - Execute: docker compose down
 #
-# 4. Para remover volumes (CUIDADO: apaga dados do banco local):
+# 5. Para remover volumes (CUIDADO: apaga dados do banco local):
 #    - Execute: docker compose down -v
 
 services:
   # ============================================
   # Serviço: PostgreSQL (Banco de dados local)
+  # Ativado apenas com: --profile local
   # ============================================
   db:
+    profiles: ["local"]
     image: postgres:18-alpine
     container_name: openmonetis_postgres
     restart: unless-stopped
@@ -63,6 +68,7 @@ services:
   # Serviço: Aplicação Next.js
   # ============================================
   app:
+    build: .
     image: felipegcoutinho/openmonetis:latest
 
     container_name: openmonetis_app
@@ -80,6 +86,13 @@ services:
       BETTER_AUTH_SECRET: ${BETTER_AUTH_SECRET}
       BETTER_AUTH_URL: ${BETTER_AUTH_URL:-http://localhost:3000}
 
+      # S3 (opcional)
+      S3_ENDPOINT: ${S3_ENDPOINT:-}
+      S3_REGION: ${S3_REGION:-}
+      S3_ACCESS_KEY_ID: ${S3_ACCESS_KEY_ID:-}
+      S3_SECRET_ACCESS_KEY: ${S3_SECRET_ACCESS_KEY:-}
+      S3_BUCKET: ${S3_BUCKET:-}
+
       # Email (opcional)
       RESEND_API_KEY: ${RESEND_API_KEY:-}
       RESEND_FROM_EMAIL: ${RESEND_FROM_EMAIL:-}
@@ -96,24 +109,11 @@ services:
       GOOGLE_GENERATIVE_AI_API_KEY: ${GOOGLE_GENERATIVE_AI_API_KEY:-}
       OPENROUTER_API_KEY: ${OPENROUTER_API_KEY:-}
 
-    # Só depende do 'db' se estiver usando banco local
-    # Para banco remoto, comente as linhas abaixo
+    # required: false permite subir sem banco local (banco remoto via DATABASE_URL)
     depends_on:
       db:
         condition: service_healthy
-
-    # Script de inicialização: roda migrations antes de iniciar o app
-    entrypoint: ["/bin/sh", "-c"]
-    command:
-      - |
-        echo "Aguardando banco de dados..."
-        sleep 5
-
-        echo "Rodando migrations..."
-        pnpm db:push || echo "Migrations falharam ou já estão atualizadas"
-
-        echo "Iniciando aplicação Next.js..."
-        node server.js
+        required: false
 
     healthcheck:
       test:

docker-entrypoint.sh

@@ -0,0 +1,15 @@
+#!/bin/sh
+
+echo "Rodando migrations..."
+RETRIES=5
+until /app/migrate/node_modules/.bin/drizzle-kit push || [ "$RETRIES" -eq 0 ]; do
+  RETRIES=$((RETRIES - 1))
+  echo "Migration falhou, aguardando banco... ($RETRIES tentativas restantes)"
+  sleep 5
+done
+
+if [ "$RETRIES" -eq 0 ]; then
+  echo "Aviso: migrations nao foram aplicadas"
+fi
+
+exec "$@"

knip.jsonc

@@ -0,0 +1,22 @@
+{
+	"$schema": "https://unpkg.com/knip@6/schema-jsonc.json",
+	// Exclude shared UI primitives from dead code reporting while we focus the
+	// cleanup on feature and domain code first.
+	"ignore": [
+		"src/shared/components/ui/**"
+	],
+	// Runtime asset referenced by string in the PDF viewer.
+	"ignoreFiles": [
+		"public/pdf.worker.min.mjs",
+		"setup.mjs"
+	],
+	// PostCSS is inferred from the config file, but the project only depends on
+	// the Tailwind PostCSS plugin directly.
+	"ignoreDependencies": [
+		"postcss"
+	],
+	"next": true,
+	"postcss": true,
+	"biome": true,
+	"drizzle": true
+}

next.config.ts

@@ -4,16 +4,24 @@ import type { NextConfig } from "next";
 // Carregar variáveis de ambiente explicitamente
 dotenv.config();
 
+const isDev = process.env.NODE_ENV === "development";
+
 const nextConfig: NextConfig = {
 	output: "standalone",
 	cacheComponents: true,
 	reactCompiler: true,
+
 	images: {
 		remotePatterns: [new URL("https://lh3.googleusercontent.com/**")],
 	},
 	devIndicators: {
 		position: "bottom-right",
 	},
+	experimental: {
+		prefetchInlining: true,
+		turbopackFileSystemCacheForDev: true,
+	},
+
 	// Headers for Safari compatibility
 	async headers() {
 		return [
@@ -38,7 +46,23 @@ const nextConfig: NextConfig = {
 					},
 					{
 						key: "Content-Security-Policy",
-						value: "frame-ancestors 'none';",
+						value: [
+							"default-src 'self'",
+							`script-src 'self' 'unsafe-inline'${isDev ? " 'unsafe-eval'" : ""} https://umami.felipecoutinho.com`,
+							"style-src 'self' 'unsafe-inline'",
+							"img-src 'self' https://lh3.googleusercontent.com data: blob:",
+							"font-src 'self'",
+							"connect-src 'self' https://umami.felipecoutinho.com",
+							"frame-ancestors 'none'",
+						].join("; "),
+					},
+					{
+						key: "Referrer-Policy",
+						value: "strict-origin-when-cross-origin",
+					},
+					{
+						key: "X-Permitted-Cross-Domain-Policies",
+						value: "none",
 					},
 					{
 						key: "Permissions-Policy",

package.json

@@ -1,13 +1,15 @@
 {
 	"name": "openmonetis",
-	"version": "2.2.0",
+	"version": "2.3.3",
 	"private": true,
+	"packageManager": "pnpm@10.33.0",
 	"scripts": {
 		"dev": "next dev --turbopack",
 		"db:seed": "tsx scripts/mock-data.ts",
 		"build": "next build",
 		"start": "next start",
 		"lint": "biome check .",
+		"lint:deadcode": "knip --reporter compact",
 		"lint:fix": "biome check --write .",
 		"env:setup": "bash scripts/setup-env.sh",
 		"db:generate": "drizzle-kit generate",
@@ -29,11 +31,11 @@
 		"backup": "bash scripts/backup.sh"
 	},
 	"dependencies": {
-		"@ai-sdk/anthropic": "^3.0.64",
-		"@ai-sdk/google": "^3.0.53",
-		"@ai-sdk/openai": "^3.0.48",
-		"@aws-sdk/client-s3": "^3.1019.0",
-		"@aws-sdk/s3-request-presigner": "^3.1019.0",
+		"@ai-sdk/anthropic": "^3.0.65",
+		"@ai-sdk/google": "^3.0.55",
+		"@ai-sdk/openai": "^3.0.49",
+		"@aws-sdk/client-s3": "^3.1022.0",
+		"@aws-sdk/s3-request-presigner": "^3.1022.0",
 		"@better-auth/passkey": "^1.5.6",
 		"@dnd-kit/core": "^6.3.1",
 		"@dnd-kit/sortable": "^10.0.0",
@@ -59,9 +61,10 @@
 		"@radix-ui/react-toggle-group": "1.1.11",
 		"@radix-ui/react-tooltip": "1.2.8",
 		"@remixicon/react": "4.9.0",
+		"@tanstack/react-query": "^5.96.2",
 		"@tanstack/react-table": "8.21.3",
 		"@tanstack/react-virtual": "^3.13.23",
-		"ai": "^6.0.141",
+		"ai": "^6.0.143",
 		"better-auth": "1.5.6",
 		"canvas-confetti": "^1.9.4",
 		"class-variance-authority": "0.7.1",
@@ -69,9 +72,10 @@
 		"cmdk": "^1.1.1",
 		"date-fns": "^4.1.0",
 		"drizzle-orm": "0.45.2",
+		"exceljs": "^4.4.0",
 		"jspdf": "^4.2.1",
 		"jspdf-autotable": "^5.0.7",
-		"next": "16.1.7",
+		"next": "16.2.2",
 		"next-themes": "0.4.6",
 		"pdfjs-dist": "^5.6.205",
 		"pg": "8.20.0",
@@ -80,23 +84,23 @@
 		"react-day-picker": "^9.14.0",
 		"react-dom": "19.2.4",
 		"recharts": "3.8.1",
-		"resend": "^6.9.4",
+		"resend": "^6.10.0",
 		"sonner": "2.0.7",
 		"tailwind-merge": "3.5.0",
 		"vaul": "1.1.2",
-		"xlsx": "^0.18.5",
 		"zod": "4.3.6"
 	},
 	"devDependencies": {
-		"@biomejs/biome": "2.4.9",
+		"@biomejs/biome": "2.4.10",
 		"@tailwindcss/postcss": "4.2.2",
 		"@types/canvas-confetti": "^1.9.0",
 		"@types/node": "25.5.0",
 		"@types/pg": "^8.20.0",
 		"@types/react": "19.2.14",
 		"@types/react-dom": "19.2.3",
-		"dotenv": "^17.3.1",
+		"dotenv": "^17.4.0",
 		"drizzle-kit": "0.31.10",
+		"knip": "^6.3.0",
 		"tailwindcss": "4.2.2",
 		"tsx": "4.21.0",
 		"typescript": "6.0.2"

public/.well-known/security.txt

@@ -0,0 +1,4 @@
+Contact: https://github.com/felipegcoutinho/openmonetis/security/advisories
+Expires: 2027-04-04T00:00:00.000Z
+Preferred-Languages: pt-BR, en
+Canonical: https://openmonetis.com/.well-known/security.txt

public/fonts/font_index.ts

@@ -13,8 +13,6 @@ export const america = localFont({
 			style: "normal",
 		},
 	],
-	display: "swap",
+	display: "fallback",
 	variable: "--font-america",
 });
-
-export const americaFontVariable = america.variable;

src/app/api/attachments/[attachmentId]/presign/route.ts

@@ -1,15 +1,31 @@
 import { and, eq } from "drizzle-orm";
 import { NextResponse } from "next/server";
 import { attachments } from "@/db/schema";
-import { getUserId } from "@/shared/lib/auth/server";
+import { getOptionalUserSession } from "@/shared/lib/auth/server";
 import { db } from "@/shared/lib/db";
 import { createPresignedGetUrl } from "@/shared/lib/storage/presign";
 
+const PRIVATE_RESPONSE_HEADERS = {
+	"Cache-Control": "private, no-store",
+};
+
 export async function GET(
 	_request: Request,
 	{ params }: { params: Promise<{ attachmentId: string }> },
 ) {
-	const [userId, { attachmentId }] = await Promise.all([getUserId(), params]);
+	const [session, { attachmentId }] = await Promise.all([
+		getOptionalUserSession(),
+		params,
+	]);
+
+	if (!session?.user) {
+		return NextResponse.json(
+			{ error: "Não autenticado" },
+			{ status: 401, headers: PRIVATE_RESPONSE_HEADERS },
+		);
+	}
+
+	const userId = session.user.id;
 
 	const [row] = await db
 		.select({ fileKey: attachments.fileKey })
@@ -19,9 +35,20 @@ export async function GET(
 		);
 
 	if (!row) {
-		return NextResponse.json({ error: "Not found" }, { status: 404 });
+		return NextResponse.json(
+			{ error: "Not found" },
+			{
+				status: 404,
+				headers: PRIVATE_RESPONSE_HEADERS,
+			},
+		);
 	}
 
 	const url = await createPresignedGetUrl(row.fileKey);
-	return NextResponse.json({ url });
+	return NextResponse.json(
+		{ url },
+		{
+			headers: PRIVATE_RESPONSE_HEADERS,
+		},
+	);
 }

src/app/api/auth/device/refresh/route.ts

@@ -1,87 +0,0 @@
-import { and, eq, gt, isNull } from "drizzle-orm";
-import { NextResponse } from "next/server";
-import { apiTokens } from "@/db/schema";
-import {
-	extractBearerToken,
-	hashToken,
-	refreshAccessToken,
-	verifyJwt,
-} from "@/shared/lib/auth/api-token";
-import { db } from "@/shared/lib/db";
-
-export async function POST(request: Request) {
-	try {
-		// Extrair refresh token do header
-		const authHeader = request.headers.get("Authorization");
-		const token = extractBearerToken(authHeader);
-
-		if (!token) {
-			return NextResponse.json(
-				{ error: "Refresh token não fornecido" },
-				{ status: 401 },
-			);
-		}
-
-		// Validar refresh token
-		const payload = verifyJwt(token);
-
-		if (!payload || payload.type !== "api_refresh") {
-			return NextResponse.json(
-				{ error: "Refresh token inválido ou expirado" },
-				{ status: 401 },
-			);
-		}
-
-		// Verificar se token não foi revogado
-		const tokenRecord = await db.query.apiTokens.findFirst({
-			where: and(
-				eq(apiTokens.id, payload.tokenId),
-				eq(apiTokens.userId, payload.sub),
-				isNull(apiTokens.revokedAt),
-				gt(apiTokens.expiresAt, new Date()),
-			),
-		});
-
-		if (!tokenRecord) {
-			return NextResponse.json(
-				{ error: "Token revogado ou não encontrado" },
-				{ status: 401 },
-			);
-		}
-
-		// Gerar novo access token
-		const result = refreshAccessToken(token);
-
-		if (!result) {
-			return NextResponse.json(
-				{ error: "Não foi possível renovar o token" },
-				{ status: 401 },
-			);
-		}
-
-		// Atualizar hash do token e último uso
-		await db
-			.update(apiTokens)
-			.set({
-				tokenHash: hashToken(result.accessToken),
-				lastUsedAt: new Date(),
-				lastUsedIp:
-					request.headers.get("x-forwarded-for")?.split(",")[0]?.trim() ||
-					request.headers.get("x-real-ip") ||
-					null,
-				expiresAt: result.expiresAt,
-			})
-			.where(eq(apiTokens.id, payload.tokenId));
-
-		return NextResponse.json({
-			accessToken: result.accessToken,
-			expiresAt: result.expiresAt.toISOString(),
-		});
-	} catch (error) {
-		console.error("[API] Error refreshing device token:", error);
-		return NextResponse.json(
-			{ error: "Erro ao renovar token" },
-			{ status: 500 },
-		);
-	}
-}

src/app/api/auth/device/token/route.ts

@@ -1,71 +0,0 @@
-import { headers } from "next/headers";
-import { NextResponse } from "next/server";
-import { z } from "zod";
-import { apiTokens } from "@/db/schema";
-import {
-	generateTokenPair,
-	getTokenPrefix,
-	hashToken,
-} from "@/shared/lib/auth/api-token";
-import { auth } from "@/shared/lib/auth/config";
-import { db } from "@/shared/lib/db";
-
-const createTokenSchema = z.object({
-	name: z.string().min(1, "Nome é obrigatório").max(100, "Nome muito longo"),
-	deviceId: z.string().optional(),
-});
-
-export async function POST(request: Request) {
-	try {
-		// Verificar autenticação via sessão web
-		const session = await auth.api.getSession({ headers: await headers() });
-
-		if (!session?.user) {
-			return NextResponse.json({ error: "Não autenticado" }, { status: 401 });
-		}
-
-		// Validar body
-		const body = await request.json();
-		const { name, deviceId } = createTokenSchema.parse(body);
-
-		// Gerar par de tokens
-		const { accessToken, refreshToken, tokenId, expiresAt } = generateTokenPair(
-			session.user.id,
-			deviceId,
-		);
-
-		// Salvar hash do token no banco
-		await db.insert(apiTokens).values({
-			id: tokenId,
-			userId: session.user.id,
-			name,
-			tokenHash: hashToken(accessToken),
-			tokenPrefix: getTokenPrefix(accessToken),
-			expiresAt,
-		});
-
-		// Retornar tokens (mostrados apenas uma vez)
-		return NextResponse.json(
-			{
-				accessToken,
-				refreshToken,
-				tokenId,
-				name,
-				expiresAt: expiresAt.toISOString(),
-				message:
-					"Token criado com sucesso. Guarde-o em local seguro, ele não será mostrado novamente.",
-			},
-			{ status: 201 },
-		);
-	} catch (error) {
-		if (error instanceof z.ZodError) {
-			return NextResponse.json(
-				{ error: error.issues[0]?.message ?? "Dados inválidos" },
-				{ status: 400 },
-			);
-		}
-
-		console.error("[API] Error creating device token:", error);
-		return NextResponse.json({ error: "Erro ao criar token" }, { status: 500 });
-	}
-}

src/app/api/auth/device/tokens/[tokenId]/route.ts

@@ -1,6 +1,6 @@
 import { and, eq } from "drizzle-orm";
 import { headers } from "next/headers";
-import { NextResponse } from "next/server";
+import { connection, NextResponse } from "next/server";
 import { apiTokens } from "@/db/schema";
 import { auth } from "@/shared/lib/auth/config";
 import { db } from "@/shared/lib/db";
@@ -10,16 +10,19 @@ interface RouteParams {
 }
 
 export async function DELETE(_request: Request, { params }: RouteParams) {
+	await connection();
+
+	const { tokenId } = await params;
+
+	// Verificar autenticação via sessão web
+	const requestHeaders = new Headers(await headers());
+	const session = await auth.api.getSession({ headers: requestHeaders });
+
+	if (!session?.user) {
+		return NextResponse.json({ error: "Não autenticado" }, { status: 401 });
+	}
+
 	try {
-		const { tokenId } = await params;
-
-		// Verificar autenticação via sessão web
-		const session = await auth.api.getSession({ headers: await headers() });
-
-		if (!session?.user) {
-			return NextResponse.json({ error: "Não autenticado" }, { status: 401 });
-		}
-
 		// Verificar se token pertence ao usuário
 		const token = await db.query.apiTokens.findFirst({
 			where: and(

src/app/api/auth/device/tokens/route.ts

@@ -1,19 +1,22 @@
 import { and, desc, eq, isNull } from "drizzle-orm";
 import { headers } from "next/headers";
-import { NextResponse } from "next/server";
+import { connection, NextResponse } from "next/server";
 import { apiTokens } from "@/db/schema";
 import { auth } from "@/shared/lib/auth/config";
 import { db } from "@/shared/lib/db";
 
 export async function GET() {
+	await connection();
+
+	// Verificar autenticação via sessão web
+	const requestHeaders = new Headers(await headers());
+	const session = await auth.api.getSession({ headers: requestHeaders });
+
+	if (!session?.user) {
+		return NextResponse.json({ error: "Não autenticado" }, { status: 401 });
+	}
+
 	try {
-		// Verificar autenticação via sessão web
-		const session = await auth.api.getSession({ headers: await headers() });
-
-		if (!session?.user) {
-			return NextResponse.json({ error: "Não autenticado" }, { status: 401 });
-		}
-
 		// Buscar tokens ativos do usuário
 		const activeTokens = await db
 			.select({

src/app/api/auth/device/verify/route.ts

@@ -17,15 +17,14 @@ export async function POST(request: Request) {
 			);
 		}
 
-		// Validar token os_xxx via hash lookup
-		if (!token.startsWith("os_")) {
+		// Validar token opm_xxx via hash
+		if (!token.startsWith("opm_")) {
 			return NextResponse.json(
 				{ valid: false, error: "Formato de token inválido" },
 				{ status: 401 },
 			);
 		}
 
-		// Hash do token para buscar no DB
 		const tokenHash = hashToken(token);
 
 		// Buscar token no banco

src/app/api/health/route.ts

@@ -1,5 +1,4 @@
 import { NextResponse } from "next/server";
-import { version as APP_VERSION } from "@/package.json";
 import { db } from "@/shared/lib/db";
 
 /**
@@ -20,7 +19,6 @@ export async function GET() {
 			{
 				status: "ok",
 				name: "OpenMonetis",
-				version: APP_VERSION,
 				timestamp: new Date().toISOString(),
 			},
 			{ status: 200 },
@@ -33,7 +31,6 @@ export async function GET() {
 			{
 				status: "error",
 				name: "OpenMonetis",
-				version: APP_VERSION,
 				timestamp: new Date().toISOString(),
 				message: "Database connection failed",
 			},

src/app/api/inbox/batch/route.ts

@@ -1,4 +1,4 @@
-import { and, eq, gt, isNull, or } from "drizzle-orm";
+import { and, eq, gt, isNull } from "drizzle-orm";
 import { NextResponse } from "next/server";
 import { z } from "zod";
 import { apiTokens, inboxItems } from "@/db/schema";
@@ -48,8 +48,8 @@ export async function POST(request: Request) {
 			);
 		}
 
-		// Validar token os_xxx via hash
-		if (!token.startsWith("os_")) {
+		// Validar token opm_xxx via hash
+		if (!token.startsWith("opm_")) {
 			return NextResponse.json(
 				{ error: "Formato de token inválido" },
 				{ status: 401 },
@@ -63,7 +63,7 @@ export async function POST(request: Request) {
 			where: and(
 				eq(apiTokens.tokenHash, tokenHash),
 				isNull(apiTokens.revokedAt),
-				or(isNull(apiTokens.expiresAt), gt(apiTokens.expiresAt, new Date())),
+				gt(apiTokens.expiresAt, new Date()),
 			),
 		});
 

src/app/api/inbox/route.ts

@@ -1,4 +1,4 @@
-import { and, eq, gt, isNull, or } from "drizzle-orm";
+import { and, eq, gt, isNull } from "drizzle-orm";
 import { NextResponse } from "next/server";
 import { z } from "zod";
 import { apiTokens, inboxItems } from "@/db/schema";
@@ -41,8 +41,8 @@ export async function POST(request: Request) {
 			);
 		}
 
-		// Validar token os_xxx via hash
-		if (!token.startsWith("os_")) {
+		// Validar token opm_xxx via hash
+		if (!token.startsWith("opm_")) {
 			return NextResponse.json(
 				{ error: "Formato de token inválido" },
 				{ status: 401 },
@@ -56,7 +56,7 @@ export async function POST(request: Request) {
 			where: and(
 				eq(apiTokens.tokenHash, tokenHash),
 				isNull(apiTokens.revokedAt),
-				or(isNull(apiTokens.expiresAt), gt(apiTokens.expiresAt, new Date())),
+				gt(apiTokens.expiresAt, new Date()),
 			),
 		});
 

src/app/api/insights/saved/route.ts

@@ -0,0 +1,44 @@
+import { NextResponse } from "next/server";
+import {
+	fetchSavedInsights,
+	savedInsightsPeriodSchema,
+} from "@/features/insights/queries";
+import { getOptionalUserSession } from "@/shared/lib/auth/server";
+
+const PRIVATE_RESPONSE_HEADERS = {
+	"Cache-Control": "private, no-store",
+};
+
+export async function GET(request: Request) {
+	const period = new URL(request.url).searchParams.get("period") ?? "";
+	const validatedPeriod = savedInsightsPeriodSchema.safeParse(period);
+
+	if (!validatedPeriod.success) {
+		return NextResponse.json(
+			{
+				error: validatedPeriod.error.issues[0]?.message ?? "Período inválido.",
+			},
+			{
+				status: 400,
+				headers: PRIVATE_RESPONSE_HEADERS,
+			},
+		);
+	}
+
+	const session = await getOptionalUserSession();
+	if (!session?.user) {
+		return NextResponse.json(
+			{ error: "Não autenticado" },
+			{ status: 401, headers: PRIVATE_RESPONSE_HEADERS },
+		);
+	}
+
+	const insights = await fetchSavedInsights(
+		session.user.id,
+		validatedPeriod.data,
+	);
+
+	return NextResponse.json(insights, {
+		headers: PRIVATE_RESPONSE_HEADERS,
+	});
+}

src/app/api/transactions/[transactionId]/attachments/route.ts

@@ -0,0 +1,31 @@
+import { NextResponse } from "next/server";
+import { fetchTransactionAttachments } from "@/features/transactions/attachment-queries";
+import { getOptionalUserSession } from "@/shared/lib/auth/server";
+
+const PRIVATE_RESPONSE_HEADERS = {
+	"Cache-Control": "private, no-store",
+};
+
+export async function GET(
+	_request: Request,
+	{ params }: { params: Promise<{ transactionId: string }> },
+) {
+	const [session, { transactionId }] = await Promise.all([
+		getOptionalUserSession(),
+		params,
+	]);
+
+	if (!session?.user) {
+		return NextResponse.json(
+			{ error: "Não autenticado" },
+			{ status: 401, headers: PRIVATE_RESPONSE_HEADERS },
+		);
+	}
+
+	const userId = session.user.id;
+	const attachments = await fetchTransactionAttachments(userId, transactionId);
+
+	return NextResponse.json(attachments, {
+		headers: PRIVATE_RESPONSE_HEADERS,
+	});
+}

src/app/api/transactions/installments/[seriesId]/anticipations/route.ts

@@ -0,0 +1,45 @@
+import { NextResponse } from "next/server";
+import { fetchInstallmentAnticipations } from "@/features/transactions/anticipation-queries";
+import { getOptionalUserSession } from "@/shared/lib/auth/server";
+
+const PRIVATE_RESPONSE_HEADERS = {
+	"Cache-Control": "private, no-store",
+};
+
+export async function GET(
+	_request: Request,
+	{ params }: { params: Promise<{ seriesId: string }> },
+) {
+	try {
+		const [session, { seriesId }] = await Promise.all([
+			getOptionalUserSession(),
+			params,
+		]);
+
+		if (!session?.user) {
+			return NextResponse.json(
+				{ error: "Não autenticado" },
+				{ status: 401, headers: PRIVATE_RESPONSE_HEADERS },
+			);
+		}
+
+		const userId = session.user.id;
+		const anticipations = await fetchInstallmentAnticipations(userId, seriesId);
+
+		return NextResponse.json(anticipations, {
+			headers: PRIVATE_RESPONSE_HEADERS,
+		});
+	} catch (error) {
+		console.error("Erro ao carregar histórico de antecipações:", error);
+
+		return NextResponse.json(
+			{
+				error: "Erro ao carregar histórico de antecipações.",
+			},
+			{
+				status: 400,
+				headers: PRIVATE_RESPONSE_HEADERS,
+			},
+		);
+	}
+}

src/app/layout.tsx

@@ -1,5 +1,6 @@
 import type { Metadata } from "next";
 import { Suspense } from "react";
+import { QueryProvider } from "@/shared/components/providers/query-provider";
 import { ThemeProvider } from "@/shared/components/providers/theme-provider";
 import { Toaster } from "@/shared/components/ui/sonner";
 import "./globals.css";
@@ -21,6 +22,7 @@ export default function RootLayout({
 }>) {
 	return (
 		<html
+			data-scroll-behavior="smooth"
 			lang="pt-BR"
 			className={`${america.variable} ${america.className} `}
 			suppressHydrationWarning
@@ -36,8 +38,10 @@ export default function RootLayout({
 			</head>
 			<body className="antialiased" suppressHydrationWarning>
 				<ThemeProvider attribute="class" defaultTheme="light">
-					<Suspense>{children}</Suspense>
-					<Toaster position="top-right" />
+					<QueryProvider>
+						<Suspense>{children}</Suspense>
+						<Toaster position="top-right" />
+					</QueryProvider>
 				</ThemeProvider>
 			</body>
 		</html>

src/app/robots.ts

@@ -6,25 +6,7 @@ export default function robots(): MetadataRoute.Robots {
 			{
 				userAgent: "*",
 				allow: "/",
-				disallow: [
-					"/dashboard",
-					"/transactions",
-					"/accounts",
-					"/cards",
-					"/categories",
-					"/budgets",
-					"/payers",
-					"/notes",
-					"/insights",
-					"/calendar",
-					"/attachments",
-					"/settings",
-					"/reports",
-					"/inbox",
-					"/login",
-					"/signup",
-					"/api/",
-				],
+				disallow: "/api/",
 			},
 		],
 	};

src/app/sitemap.ts

@@ -1,7 +1,7 @@
 import type { MetadataRoute } from "next";
 
 const BASE_URL = process.env.PUBLIC_DOMAIN
-	? `https://${process.env.PUBLIC_DOMAIN}`
+	? `https://${process.env.PUBLIC_DOMAIN.replace(/^https?:\/\//, "")}`
 	: "https://openmonetis.com";
 
 export default function sitemap(): MetadataRoute.Sitemap {

src/db/schema.ts

@@ -139,6 +139,7 @@ export const userPreferences = pgTable("preferencias_usuario", {
 	dashboardWidgets: jsonb("dashboard_widgets").$type<{
 		order: string[];
 		hidden: string[];
+		myAccountsShowExcluded?: boolean;
 	}>(),
 	createdAt: timestamp("created_at", {
 		mode: "date",

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

@@ -117,6 +117,7 @@ export function AttachmentGridItem({
 						src={url}
 						alt={attachment.fileName}
 						fill
+						sizes="(max-width: 640px) 50vw, (max-width: 1024px) 33vw, (max-width: 1280px) 25vw, 20vw"
 						unoptimized
 						className="object-cover transition-transform duration-300 group-hover:scale-105"
 					/>

src/features/attachments/components/attachment-preview.tsx

@@ -8,6 +8,7 @@ import {
 	RiExternalLinkLine,
 } from "@remixicon/react";
 import { useEffect, useState } from "react";
+import { useAttachmentUrlQuery } from "@/features/attachments/hooks/use-attachment-url";
 import type { AttachmentForPeriod } from "@/features/attachments/queries";
 import { Button } from "@/shared/components/ui/button";
 import {
@@ -30,7 +31,6 @@ export function AttachmentPreview({
 	onClose,
 }: AttachmentPreviewProps) {
 	const [currentIndex, setCurrentIndex] = useState(selectedIndex);
-	const [previewUrl, setPreviewUrl] = useState<string | null>(null);
 	const open = selectedIndex >= 0;
 
 	useEffect(() => {
@@ -52,17 +52,11 @@ export function AttachmentPreview({
 
 	const attachment = attachments[currentIndex];
 	const attachmentId = attachment?.attachmentId;
-
-	// Busca URL fresca a cada troca de anexo
-	useEffect(() => {
-		if (!attachmentId) return;
-		setPreviewUrl(null);
-
-		fetch(`/api/attachments/${attachmentId}/presign`)
-			.then((r) => r.json())
-			.then((data: { url: string }) => setPreviewUrl(data.url))
-			.catch(() => {});
-	}, [attachmentId]);
+	const {
+		data: previewUrl,
+		isLoading: isPreviewLoading,
+		isError: isPreviewError,
+	} = useAttachmentUrlQuery(attachmentId ?? "", open && Boolean(attachmentId));
 
 	if (!attachment) return null;
 
@@ -170,11 +164,16 @@ export function AttachmentPreview({
 				</DialogHeader>
 
 				<div className="min-h-0 min-w-0 flex-1">
-					{!previewUrl && (
+					{isPreviewLoading && (
 						<div className="flex h-full w-full items-center justify-center">
 							<div className="h-6 w-6 animate-spin rounded-full border-2 border-muted-foreground/30 border-t-foreground" />
 						</div>
 					)}
+					{isPreviewError && (
+						<div className="flex h-full w-full items-center justify-center px-6 text-center text-sm text-muted-foreground">
+							Não foi possível carregar a visualização deste anexo.
+						</div>
+					)}
 					{isPdf && previewUrl && (
 						<iframe
 							key={attachment.attachmentId}

src/features/attachments/hooks/use-attachment-url.ts

@@ -1,13 +1,37 @@
 "use client";
 
+import { useQuery } from "@tanstack/react-query";
 import { useEffect, useRef, useState } from "react";
+import { fetchJson } from "@/shared/lib/fetch-json";
+
+const ATTACHMENT_URL_STALE_TIME = 4 * 60 * 1000;
+
+export const attachmentUrlQueryKey = (attachmentId: string) =>
+	["attachments", "url", attachmentId] as const;
+
+export function useAttachmentUrlQuery(attachmentId: string, enabled: boolean) {
+	return useQuery({
+		queryKey: attachmentUrlQueryKey(attachmentId),
+		queryFn: async () => {
+			const payload = await fetchJson<{ url: string }>(
+				`/api/attachments/${attachmentId}/presign`,
+			);
+
+			return payload.url;
+		},
+		enabled: enabled && Boolean(attachmentId),
+		staleTime: ATTACHMENT_URL_STALE_TIME,
+		gcTime: ATTACHMENT_URL_STALE_TIME * 2,
+	});
+}
 
 export function useAttachmentUrl(attachmentId: string) {
-	const [url, setUrl] = useState<string | null>(null);
+	const [isVisible, setIsVisible] = useState(false);
 	const containerRef = useRef<HTMLDivElement>(null);
 
 	useEffect(() => {
-		setUrl(null);
+		void attachmentId;
+		setIsVisible(false);
 		const el = containerRef.current;
 		if (!el) return;
 
@@ -15,10 +39,7 @@ export function useAttachmentUrl(attachmentId: string) {
 			(entries) => {
 				if (!entries[0].isIntersecting) return;
 				observer.disconnect();
-				fetch(`/api/attachments/${attachmentId}/presign`)
-					.then((r) => r.json())
-					.then((data: { url: string }) => setUrl(data.url))
-					.catch(() => {});
+				setIsVisible(true);
 			},
 			{ rootMargin: "150px" },
 		);
@@ -27,5 +48,7 @@ export function useAttachmentUrl(attachmentId: string) {
 		return () => observer.disconnect();
 	}, [attachmentId]);
 
-	return { url, containerRef };
+	const { data: url } = useAttachmentUrlQuery(attachmentId, isVisible);
+
+	return { url: url ?? null, containerRef };
 }

src/features/auth/components/auth-sidebar-invoices-mock.tsx

@@ -14,13 +14,13 @@ const MOCK_INVOICES: MockInvoice[] = [
 		cardName: "Nubank",
 		logo: "nubank.png",
 		amount: 1898,
-		dueLabel: "Vence em 3 dias",
+		dueLabel: "Vence hoje",
 	},
 	{
 		cardName: "Itaú",
 		logo: "itau.png",
 		amount: 1923,
-		dueLabel: "Vence em 8 dias",
+		dueLabel: "Vence amanhã",
 	},
 ];
 

src/features/dashboard/bills-helpers.ts

@@ -3,6 +3,7 @@ import type { PaymentDialogState } from "@/features/dashboard/use-payment-dialog
 import { getBusinessDateString, isDateOnlyPast } from "@/shared/utils/date";
 import {
 	buildFinancialStatusLabel,
+	buildRelativeFinancialStatusLabel,
 	formatFinancialDateLabel,
 } from "@/shared/utils/financial-dates";
 
@@ -24,6 +25,14 @@ export const buildBillStatusLabel = (bill: BillStatusDateItem) => {
 	});
 };
 
+export const buildBillWidgetStatusLabel = (bill: BillStatusDateItem) => {
+	return buildRelativeFinancialStatusLabel({
+		isSettled: bill.isSettled,
+		dueDate: bill.dueDate,
+		paidAt: bill.boletoPaymentDate,
+	});
+};
+
 export const getCurrentBillDateString = () => getBusinessDateString();
 
 export const isBillOverdue = (bill: DashboardBill) => {

src/features/dashboard/bills-queries.ts

@@ -1,10 +1,15 @@
 "use server";
 
-import { and, asc, eq } from "drizzle-orm";
+import { and, eq } from "drizzle-orm";
 import { transactions } from "@/db/schema";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
-import { toDateOnlyString } from "@/shared/utils/date";
+import {
+	compareDateOnly,
+	getBusinessDateString,
+	isDateOnlyPast,
+	toDateOnlyString,
+} from "@/shared/utils/date";
 import { safeToNumber as toNumber } from "@/shared/utils/number";
 
 const PAYMENT_METHOD_BOLETO = "Boleto";
@@ -33,10 +38,31 @@ export type DashboardBillsSnapshot = {
 	pendingCount: number;
 };
 
+const compareDateOnlyAscWithNullsLast = (
+	left: string | null,
+	right: string | null,
+) => {
+	if (!left && !right) return 0;
+	if (!left) return 1;
+	if (!right) return -1;
+	return compareDateOnly(left, right);
+};
+
+const compareDateOnlyDescWithNullsLast = (
+	left: string | null,
+	right: string | null,
+) => {
+	if (!left && !right) return 0;
+	if (!left) return 1;
+	if (!right) return -1;
+	return compareDateOnly(right, left);
+};
+
 export async function fetchDashboardBills(
 	userId: string,
 	period: string,
 ): Promise<DashboardBillsSnapshot> {
+	const today = getBusinessDateString();
 	const adminPayerId = await getAdminPayerId(userId);
 	if (!adminPayerId) {
 		return { bills: [], totalPendingAmount: 0, pendingCount: 0 };
@@ -59,11 +85,6 @@ export async function fetchDashboardBills(
 				eq(transactions.paymentMethod, PAYMENT_METHOD_BOLETO),
 				eq(transactions.payerId, adminPayerId),
 			),
-		)
-		.orderBy(
-			asc(transactions.isSettled),
-			asc(transactions.dueDate),
-			asc(transactions.name),
 		);
 
 	const bills = rows.map((row: RawDashboardBill): DashboardBill => {
@@ -78,6 +99,55 @@ export async function fetchDashboardBills(
 		};
 	});
 
+	bills.sort((a, b) => {
+		if (a.isSettled !== b.isSettled) {
+			return a.isSettled ? 1 : -1;
+		}
+
+		if (!a.isSettled && !b.isSettled) {
+			const aIsOverdue = a.dueDate ? isDateOnlyPast(a.dueDate, today) : false;
+			const bIsOverdue = b.dueDate ? isDateOnlyPast(b.dueDate, today) : false;
+
+			if (aIsOverdue !== bIsOverdue) {
+				return aIsOverdue ? -1 : 1;
+			}
+
+			const dueDateDiff = compareDateOnlyAscWithNullsLast(a.dueDate, b.dueDate);
+			if (dueDateDiff !== 0) {
+				return dueDateDiff;
+			}
+
+			const amountDiff = b.amount - a.amount;
+			if (amountDiff !== 0) {
+				return amountDiff;
+			}
+		}
+
+		if (a.isSettled && b.isSettled) {
+			const paidAtDiff = compareDateOnlyDescWithNullsLast(
+				a.boletoPaymentDate,
+				b.boletoPaymentDate,
+			);
+			if (paidAtDiff !== 0) {
+				return paidAtDiff;
+			}
+
+			const amountDiff = b.amount - a.amount;
+			if (amountDiff !== 0) {
+				return amountDiff;
+			}
+		}
+
+		const nameDiff = a.name.localeCompare(b.name, "pt-BR", {
+			sensitivity: "base",
+		});
+		if (nameDiff !== 0) {
+			return nameDiff;
+		}
+
+		return a.id.localeCompare(b.id);
+	});
+
 	let totalPendingAmount = 0;
 	let pendingCount = 0;
 

src/features/dashboard/categories/expenses-by-category-queries.ts

@@ -1,5 +1,10 @@
 import { and, eq, inArray, sql } from "drizzle-orm";
-import { budgets, categories, transactions } from "@/db/schema";
+import {
+	budgets,
+	categories,
+	financialAccounts,
+	transactions,
+} from "@/db/schema";
 import {
 	buildCategoryBreakdownData,
 	type DashboardCategoryBreakdownData,
@@ -8,6 +13,7 @@ import {
 import {
 	buildDashboardAdminFilters,
 	excludeAutoInvoiceEntries,
+	excludeTransactionsFromExcludedAccounts,
 } from "@/features/dashboard/transaction-filters";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
@@ -39,6 +45,10 @@ export async function fetchExpensesByCategory(
 			})
 			.from(transactions)
 			.innerJoin(categories, eq(transactions.categoryId, categories.id))
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(
 				and(
 					...buildDashboardAdminFilters({ userId, adminPayerId }),
@@ -46,6 +56,7 @@ export async function fetchExpensesByCategory(
 					eq(transactions.transactionType, "Despesa"),
 					eq(categories.type, "despesa"),
 					excludeAutoInvoiceEntries(),
+					excludeTransactionsFromExcludedAccounts(),
 				),
 			)
 			.groupBy(

src/features/dashboard/categories/income-by-category-queries.ts

@@ -14,6 +14,7 @@ import {
 	buildDashboardAdminFilters,
 	excludeAutoInvoiceEntries,
 	excludeInitialBalanceWhenConfigured,
+	excludeTransactionsFromExcludedAccounts,
 } from "@/features/dashboard/transaction-filters";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
@@ -57,6 +58,7 @@ export async function fetchIncomeByCategory(
 					eq(categories.type, "receita"),
 					excludeAutoInvoiceEntries(),
 					excludeInitialBalanceWhenConfigured(),
+					excludeTransactionsFromExcludedAccounts(),
 				),
 			)
 			.groupBy(

src/features/dashboard/category-overview-queries.ts

@@ -20,6 +20,7 @@ import {
 	buildDashboardAdminFilters,
 	excludeAutoInvoiceEntries,
 	excludeInitialBalanceWhenConfigured,
+	excludeTransactionsFromExcludedAccounts,
 } from "@/features/dashboard/transaction-filters";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
@@ -156,6 +157,7 @@ export async function fetchDashboardCategoryOverview(
 				and(
 					...buildDashboardAdminFilters({ userId, adminPayerId }),
 					inArray(transactions.period, [period, previousPeriod]),
+					excludeTransactionsFromExcludedAccounts(),
 					or(
 						and(
 							eq(transactions.transactionType, "Despesa"),

src/features/dashboard/components/bills/bill-list-item.tsx

@@ -1,12 +1,18 @@
 import { RiCheckboxCircleFill } from "@remixicon/react";
 import {
 	buildBillStatusLabel,
+	buildBillWidgetStatusLabel,
 	isBillOverdue,
 } from "@/features/dashboard/bills-helpers";
 import type { DashboardBill } from "@/features/dashboard/bills-queries";
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
 import { Button } from "@/shared/components/ui/button";
+import {
+	Tooltip,
+	TooltipContent,
+	TooltipTrigger,
+} from "@/shared/components/ui/tooltip";
 import { cn } from "@/shared/utils/ui";
 
 type BillListItemProps = {
@@ -15,8 +21,13 @@ type BillListItemProps = {
 };
 
 export function BillListItem({ bill, onPay }: BillListItemProps) {
-	const statusLabel = buildBillStatusLabel(bill);
+	const statusLabel = buildBillWidgetStatusLabel(bill);
+	const absoluteStatusLabel = buildBillStatusLabel(bill);
 	const overdue = isBillOverdue(bill);
+	const statusTooltipLabel =
+		statusLabel && statusLabel !== absoluteStatusLabel
+			? absoluteStatusLabel
+			: null;
 
 	return (
 		<li className="flex items-center justify-between transition-all duration-300 py-1.5">
@@ -29,14 +40,32 @@ export function BillListItem({ bill, onPay }: BillListItemProps) {
 					</span>
 					<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
 						{statusLabel ? (
-							<span
-								className={cn(
-									"rounded-full py-0.5",
-									bill.isSettled && "text-success",
-								)}
-							>
-								{statusLabel}
-							</span>
+							statusTooltipLabel ? (
+								<Tooltip>
+									<TooltipTrigger asChild>
+										<span
+											className={cn(
+												"cursor-help rounded-full py-0.5",
+												bill.isSettled && "text-success",
+											)}
+										>
+											{statusLabel}
+										</span>
+									</TooltipTrigger>
+									<TooltipContent side="top">
+										{statusTooltipLabel}
+									</TooltipContent>
+								</Tooltip>
+							) : (
+								<span
+									className={cn(
+										"rounded-full py-0.5",
+										bill.isSettled && "text-success",
+									)}
+								>
+									{statusLabel}
+								</span>
+							)
 						) : null}
 					</div>
 				</div>

src/features/dashboard/components/bills/bill-payment-dialog.tsx

@@ -56,7 +56,7 @@ export function BillPaymentDialog({
 			}}
 		>
 			<DialogContent
-				className="max-w-[calc(100%-2rem)] sm:max-w-md"
+				className="max-w-[calc(100%-2rem)] sm:max-w-md sm:p-8"
 				onEscapeKeyDown={(event) => {
 					if (isProcessing) {
 						event.preventDefault();
@@ -93,7 +93,7 @@ export function BillPaymentDialog({
 						{bill ? (
 							<div className="space-y-3">
 								{/* Card principal */}
-								<div className="rounded-xl border bg-muted/30 p-4">
+								<div className="rounded-xl border p-3">
 									<p className="mb-1 text-xs font-medium text-muted-foreground uppercase tracking-wide">
 										Boleto
 									</p>

src/features/dashboard/components/dashboard-grid-editable.tsx

@@ -76,6 +76,9 @@ export function DashboardGridEditable({
 	const [hiddenWidgets, setHiddenWidgets] = useState<string[]>(
 		initialPreferences?.hidden ?? [],
 	);
+	const [myAccountsShowExcluded, setMyAccountsShowExcluded] = useState(
+		initialPreferences?.myAccountsShowExcluded ?? true,
+	);
 
 	// Keep track of original state for cancel
 	const [originalOrder, setOriginalOrder] = useState(widgetOrder);
@@ -186,6 +189,7 @@ export function DashboardGridEditable({
 			if (result.success) {
 				setWidgetOrder(DEFAULT_WIDGET_ORDER);
 				setHiddenWidgets([]);
+				setMyAccountsShowExcluded(true);
 				toast.success("Preferências restauradas!");
 			} else {
 				toast.error(result.error ?? "Erro ao restaurar");
@@ -361,7 +365,16 @@ export function DashboardGridEditable({
 										icon={widget.icon}
 										action={widget.action}
 									>
-										{widget.component({ data, period })}
+										{widget.component({
+											data,
+											period,
+											widgetPreferences: {
+												order: widgetOrder,
+												hidden: hiddenWidgets,
+												myAccountsShowExcluded,
+											},
+											onMyAccountsShowExcludedChange: setMyAccountsShowExcluded,
+										})}
 									</ExpandableWidgetCard>
 								</div>
 							</SortableWidget>

src/features/dashboard/components/dashboard-metrics-cards.tsx

@@ -7,6 +7,7 @@ import {
 	RiScalesLine,
 	RiSubtractLine,
 } from "@remixicon/react";
+import { MetricsCardInfoButton } from "@/features/dashboard/components/metrics-card-info-button";
 import type { DashboardCardMetrics } from "@/features/dashboard/dashboard-metrics-queries";
 import MoneyValues from "@/shared/components/money-values";
 import {
@@ -36,6 +37,14 @@ const CARDS = [
 		icon: RiArrowDownLine,
 		invertTrend: false,
 		iconClass: "text-success",
+		helpTitle: "Como calculamos receitas",
+		helpLines: [
+			"Somamos os lançamentos do tipo Receita no período selecionado.",
+			"Consideramos lançamentos efetivados e não efetivados do pagador principal (admin).",
+			"Movimentações de contas marcadas como não consideradas no saldo total ficam fora deste card.",
+			"Não entram transferências internas nem lançamentos automáticos de fatura.",
+			"Saldo inicial também fica fora quando a conta está marcada para desconsiderá-lo das receitas.",
+		],
 	},
 	{
 		label: "Despesas",
@@ -44,14 +53,29 @@ const CARDS = [
 		icon: RiArrowUpLine,
 		invertTrend: true,
 		iconClass: "text-destructive",
+		helpTitle: "Como calculamos despesas",
+		helpLines: [
+			"Somamos os lançamentos do tipo Despesa no período selecionado.",
+			"Consideramos lançamentos efetivados e não efetivados do pagador principal (admin).",
+			"Movimentações de contas marcadas como não consideradas no saldo total ficam fora deste card.",
+			"Não entram transferências internas nem lançamentos automáticos de fatura.",
+			"O valor mostrado é a saída efetiva do período, sempre em número positivo no card.",
+		],
 	},
 	{
 		label: "Balanço",
-		subtitle: "Receitas menos despesas",
+		subtitle: "Receitas, despesas e ajustes entre contas",
 		key: "balanco",
 		icon: RiScalesLine,
 		invertTrend: false,
 		iconClass: "text-warning",
+		helpTitle: "Como calculamos o balanço",
+		helpLines: [
+			"Partimos de receitas menos despesas do período.",
+			"Receitas e despesas de contas marcadas como não consideradas no saldo total ficam fora do cálculo base.",
+			"Depois aplicamos ajustes de transferências entre contas consideradas e não consideradas no saldo total.",
+			"Se a transferência entra em conta considerada, soma. Se sai de conta considerada para conta não considerada, subtrai.",
+		],
 	},
 	{
 		label: "Previsto",
@@ -60,6 +84,13 @@ const CARDS = [
 		icon: RiCalendarCheckLine,
 		invertTrend: false,
 		iconClass: "text-cyan-600",
+		helpTitle: "Como calculamos o previsto",
+		helpLines: [
+			"Acumulamos o balanço mês a mês até o período atual.",
+			"Ele usa a mesma regra do card de balanço em cada mês do histórico.",
+			"Receitas e despesas de contas marcadas como não consideradas no saldo total ficam fora desse acumulado.",
+			"Por isso também reflete ajustes de transferências entre contas consideradas e não consideradas.",
+		],
 	},
 ] as const;
 
@@ -104,7 +135,16 @@ export function DashboardMetricsCards({ metrics }: DashboardMetricsCardsProps) {
 	return (
 		<div className="grid grid-cols-1 gap-3 @xl/main:grid-cols-2 @5xl/main:grid-cols-4">
 			{CARDS.map(
-				({ label, subtitle, key, icon: Icon, invertTrend, iconClass }) => {
+				({
+					label,
+					subtitle,
+					key,
+					icon: Icon,
+					invertTrend,
+					iconClass,
+					helpTitle,
+					helpLines,
+				}) => {
 					const metric = metrics[key];
 					const trend = getTrend(metric.current, metric.previous);
 					const TrendIcon = TREND_ICONS[trend];
@@ -119,9 +159,14 @@ export function DashboardMetricsCards({ metrics }: DashboardMetricsCardsProps) {
 							<CardHeader>
 								<div className="flex items-start justify-between">
 									<div>
-										<CardTitle className="flex items-center gap-1 tracking-tight">
+										<CardTitle className="flex items-center gap-1.5 tracking-tight">
 											<Icon className={cn("size-4", iconClass)} aria-hidden />
 											{label}
+											<MetricsCardInfoButton
+												label={label}
+												helpTitle={helpTitle}
+												helpLines={helpLines}
+											/>
 										</CardTitle>
 										<CardDescription className="mt-1.5 tracking-tight">
 											{subtitle}

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

@@ -4,8 +4,10 @@ import {
 	buildInvoiceDetailsHref,
 	buildInvoiceInitials,
 	formatInvoicePaymentDate,
+	formatInvoiceWidgetPaymentDate,
 	getInvoiceShareLabel,
 	parseInvoiceDueDate,
+	parseInvoiceWidgetDueDate,
 } from "@/features/dashboard/invoices-helpers";
 import type { DashboardInvoice } from "@/features/dashboard/invoices-queries";
 import MoneyValues from "@/shared/components/money-values";
@@ -20,6 +22,11 @@ import {
 	HoverCardContent,
 	HoverCardTrigger,
 } from "@/shared/components/ui/hover-card";
+import {
+	Tooltip,
+	TooltipContent,
+	TooltipTrigger,
+} from "@/shared/components/ui/tooltip";
 import { INVOICE_PAYMENT_STATUS } from "@/shared/lib/invoices";
 import { getAvatarSrc } from "@/shared/lib/payers/utils";
 import { isDateOnlyPast } from "@/shared/utils/date";
@@ -31,14 +38,22 @@ type InvoiceListItemProps = {
 };
 
 export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
-	const dueInfo = parseInvoiceDueDate(invoice.period, invoice.dueDay);
+	const dueInfo = parseInvoiceWidgetDueDate(invoice.period, invoice.dueDay);
+	const absoluteDueInfo = parseInvoiceDueDate(invoice.period, invoice.dueDay);
 	const isPaid = invoice.paymentStatus === INVOICE_PAYMENT_STATUS.PAID;
 	const isOverdue =
 		!isPaid && dueInfo.date !== null && isDateOnlyPast(dueInfo.date);
-	const paymentInfo = formatInvoicePaymentDate(invoice.paidAt);
+	const paymentInfo = formatInvoiceWidgetPaymentDate(invoice.paidAt);
+	const absolutePaymentInfo = formatInvoicePaymentDate(invoice.paidAt);
 	const breakdown = invoice.pagadorBreakdown ?? [];
 	const hasBreakdown = breakdown.length > 0;
 	const detailHref = buildInvoiceDetailsHref(invoice.cardId, invoice.period);
+	const dueTooltipLabel =
+		dueInfo.label !== absoluteDueInfo.label ? absoluteDueInfo.label : null;
+	const paymentTooltipLabel =
+		paymentInfo?.label && paymentInfo.label !== absolutePaymentInfo?.label
+			? absolutePaymentInfo?.label
+			: null;
 
 	const linkNode = (
 		<Link
@@ -113,9 +128,33 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 					)}
 
 					<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
-						{!isPaid ? <span>{dueInfo.label}</span> : null}
+						{!isPaid ? (
+							dueTooltipLabel ? (
+								<Tooltip>
+									<TooltipTrigger asChild>
+										<span className="cursor-help">{dueInfo.label}</span>
+									</TooltipTrigger>
+									<TooltipContent side="top">{dueTooltipLabel}</TooltipContent>
+								</Tooltip>
+							) : (
+								<span>{dueInfo.label}</span>
+							)
+						) : null}
 						{isPaid && paymentInfo ? (
-							<span className="text-success">{paymentInfo.label}</span>
+							paymentTooltipLabel ? (
+								<Tooltip>
+									<TooltipTrigger asChild>
+										<span className="cursor-help text-success">
+											{paymentInfo.label}
+										</span>
+									</TooltipTrigger>
+									<TooltipContent side="top">
+										{paymentTooltipLabel}
+									</TooltipContent>
+								</Tooltip>
+							) : (
+								<span className="text-success">{paymentInfo.label}</span>
+							)
 						) : null}
 					</div>
 				</div>

src/features/dashboard/components/invoices/invoice-payment-dialog.tsx

@@ -63,7 +63,7 @@ export function InvoicePaymentDialog({
 			}}
 		>
 			<DialogContent
-				className="max-w-[calc(100%-2rem)] sm:max-w-md"
+				className="max-w-[calc(100%-2rem)] sm:max-w-md sm:p-8"
 				onEscapeKeyDown={(event) => {
 					if (isProcessing) {
 						event.preventDefault();
@@ -100,7 +100,7 @@ export function InvoicePaymentDialog({
 						{invoice ? (
 							<div className="space-y-3">
 								{/* Card principal */}
-								<div className="flex items-center gap-3 rounded-xl border bg-muted/30 p-4">
+								<div className="flex items-center gap-3 rounded-xl border p-4">
 									<InvoiceLogo
 										cardName={invoice.cardName}
 										logo={invoice.logo}

src/features/dashboard/components/metrics-card-info-button.tsx

@@ -0,0 +1,44 @@
+"use client";
+
+import { RiInformationLine } from "@remixicon/react";
+import {
+	HoverCard,
+	HoverCardContent,
+	HoverCardTrigger,
+} from "@/shared/components/ui/hover-card";
+
+type MetricsCardInfoButtonProps = {
+	label: string;
+	helpTitle: string;
+	helpLines: readonly string[];
+};
+
+export function MetricsCardInfoButton({
+	label,
+	helpTitle,
+	helpLines,
+}: MetricsCardInfoButtonProps) {
+	return (
+		<HoverCard openDelay={150}>
+			<HoverCardTrigger asChild>
+				<button
+					type="button"
+					className="inline-flex items-center rounded-full text-muted-foreground transition-colors hover:text-foreground focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring/60"
+					aria-label={`Entenda como ${label.toLowerCase()} é calculado`}
+				>
+					<RiInformationLine className="size-4" aria-hidden />
+				</button>
+			</HoverCardTrigger>
+			<HoverCardContent align="start" className="w-80 space-y-3">
+				<div className="space-y-1">
+					<p className="text-sm font-medium text-foreground">{helpTitle}</p>
+				</div>
+				<ul className="space-y-2 text-xs text-muted-foreground">
+					{helpLines.map((line) => (
+						<li key={`${label}-${line}`}>{line}</li>
+					))}
+				</ul>
+			</HoverCardContent>
+		</HoverCard>
+	);
+}

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

@@ -1,39 +1,123 @@
-import { RiBarChartBoxLine, RiExternalLinkLine } from "@remixicon/react";
+"use client";
+
+import {
+	RiBarChartBoxLine,
+	RiExternalLinkLine,
+	RiEyeLine,
+	RiEyeOffLine,
+} from "@remixicon/react";
 import Image from "next/image";
 import Link from "next/link";
+import { useTransition } from "react";
+import { toast } from "sonner";
 import type { DashboardAccount } from "@/features/dashboard/accounts-queries";
+import { updateMyAccountsWidgetPreference } from "@/features/dashboard/widgets/actions";
 import MoneyValues from "@/shared/components/money-values";
+import { Badge } from "@/shared/components/ui/badge";
+import { Button } from "@/shared/components/ui/button";
 import { CardFooter } from "@/shared/components/ui/card";
+import {
+	Tooltip,
+	TooltipContent,
+	TooltipTrigger,
+} from "@/shared/components/ui/tooltip";
 import { WidgetEmptyState } from "@/shared/components/widget-empty-state";
 import { resolveLogoSrc } from "@/shared/lib/logo";
 import { formatPeriodForUrl } from "@/shared/utils/period";
 
 type MyAccountsWidgetProps = {
 	accounts: DashboardAccount[];
+	showExcludedAccounts: boolean;
+	onShowExcludedAccountsChange?: (value: boolean) => void;
 	totalBalance: number;
 	period: string;
 };
 
 export function MyAccountsWidget({
 	accounts,
+	showExcludedAccounts,
+	onShowExcludedAccountsChange,
 	totalBalance,
 	period,
 }: MyAccountsWidgetProps) {
-	const visibleAccounts = accounts.filter(
-		(account) => !account.excludeFromBalance,
-	);
+	const [isPending, startTransition] = useTransition();
+
+	const excludedAccountsCount = accounts.filter(
+		(account) => account.excludeFromBalance,
+	).length;
+	const visibleAccounts = showExcludedAccounts
+		? accounts
+		: accounts.filter((account) => !account.excludeFromBalance);
 	const displayedAccounts = visibleAccounts.slice(0, 5);
 	const remainingCount = visibleAccounts.length - displayedAccounts.length;
+	const hiddenExcludedAccountsCount = showExcludedAccounts
+		? 0
+		: excludedAccountsCount;
+	const toggleButtonLabel = showExcludedAccounts
+		? "Ocultar contas não consideradas"
+		: "Mostrar contas não consideradas";
+
+	const handleToggleExcludedAccounts = () => {
+		const nextShowExcludedAccounts = !showExcludedAccounts;
+		onShowExcludedAccountsChange?.(nextShowExcludedAccounts);
+
+		startTransition(async () => {
+			const result = await updateMyAccountsWidgetPreference({
+				showExcludedAccounts: nextShowExcludedAccounts,
+			});
+
+			if (!result.success) {
+				onShowExcludedAccountsChange?.(!nextShowExcludedAccounts);
+				toast.error(result.error ?? "Erro ao salvar preferência");
+			}
+		});
+	};
 
 	return (
 		<>
-			<div className="flex justify-between py-1">
-				Saldo Total
-				<MoneyValues className="text-2xl" amount={totalBalance} />
+			<div className="flex items-start justify-between gap-3 py-1">
+				<div className="space-y-1">
+					<p className="text-sm text-muted-foreground">Saldo Total</p>
+					<MoneyValues className="text-2xl" amount={totalBalance} />
+				</div>
+
+				{excludedAccountsCount > 0 ? (
+					<Tooltip>
+						<TooltipTrigger asChild>
+							<Button
+								type="button"
+								variant="ghost"
+								size="icon-sm"
+								disabled={isPending}
+								className="mt-0.5 text-muted-foreground"
+								aria-label={toggleButtonLabel}
+								onClick={handleToggleExcludedAccounts}
+							>
+								{showExcludedAccounts ? (
+									<RiEyeOffLine className="size-4" aria-hidden />
+								) : (
+									<RiEyeLine className="size-4" aria-hidden />
+								)}
+							</Button>
+						</TooltipTrigger>
+						<TooltipContent side="left" className="max-w-xs">
+							<p className="text-xs">{toggleButtonLabel}</p>
+						</TooltipContent>
+					</Tooltip>
+				) : null}
 			</div>
 
+			{hiddenExcludedAccountsCount > 0 ? (
+				<p className="pb-2 text-xs text-muted-foreground">
+					{hiddenExcludedAccountsCount}{" "}
+					{hiddenExcludedAccountsCount === 1
+						? "conta não considerada oculta"
+						: "contas não consideradas ocultas"}
+				</p>
+			) : null}
+
 			<div>
-				{displayedAccounts.length === 0 ? (
+				{accounts.length === 0 ? (
 					<div className="-mt-10">
 						<WidgetEmptyState
 							icon={
@@ -43,6 +127,14 @@ export function MyAccountsWidget({
 							description="Cadastre suas contas bancárias para acompanhar os saldos e movimentações."
 						/>
 					</div>
+				) : displayedAccounts.length === 0 ? (
+					<div className="-mt-10">
+						<WidgetEmptyState
+							icon={<RiEyeOffLine className="size-6 text-muted-foreground" />}
+							title="As contas não consideradas estão ocultas"
+							description="Use o botão no topo do widget para mostrá-las novamente."
+						/>
+					</div>
 				) : (
 					<ul className="flex flex-col">
 						{displayedAccounts.map((account) => {
@@ -60,6 +152,7 @@ export function MyAccountsWidget({
 													src={logoSrc}
 													alt={`Logo da conta ${account.name}`}
 													fill
+													sizes="38px"
 													className="object-contain rounded-full"
 												/>
 											) : null}
@@ -79,6 +172,26 @@ export function MyAccountsWidget({
 													aria-hidden
 												/>
 											</Link>
+
+											{account.excludeFromBalance ? (
+												<Tooltip>
+													<TooltipTrigger asChild>
+														<span className="inline-flex cursor-help ml-2">
+															<Badge className="font-normal" variant="info">
+																Não considerada
+															</Badge>
+														</span>
+													</TooltipTrigger>
+													<TooltipContent side="top" className="max-w-xs">
+														<p className="text-xs">
+															Esta conta aparece na lista, mas não entra no
+															cálculo do saldo total porque está marcada para
+															desconsiderar do saldo total.
+														</p>
+													</TooltipContent>
+												</Tooltip>
+											) : null}
+
 											<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
 												<span className="truncate">{account.accountType}</span>
 											</div>
@@ -95,7 +208,7 @@ export function MyAccountsWidget({
 				)}
 			</div>
 
-			{visibleAccounts.length > displayedAccounts.length ? (
+			{remainingCount > 0 ? (
 				<CardFooter className="border-border/60 border-t pt-4 text-sm text-muted-foreground">
 					+{remainingCount} contas não exibidas
 				</CardFooter>

src/features/dashboard/current-period-overview-queries.ts

@@ -17,12 +17,18 @@ import type { PaymentMethodsData } from "@/features/dashboard/payments/payment-m
 import type { PaymentStatusData } from "@/features/dashboard/payments/payment-status-queries";
 import type { PurchasesByCategoryData } from "@/features/dashboard/purchases-by-category-queries";
 import type { TopEstablishmentsData } from "@/features/dashboard/top-establishments-queries";
+import { excludeTransactionsFromExcludedAccounts } from "@/features/dashboard/transaction-filters";
 import {
 	ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
 	INITIAL_BALANCE_NOTE,
 } from "@/shared/lib/accounts/constants";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
+import {
+	compareDateOnly,
+	getBusinessDateString,
+	isDateOnlyPast,
+} from "@/shared/utils/date";
 import { safeToNumber as toNumber } from "@/shared/utils/number";
 
 const PAYMENT_METHOD_BOLETO = "Boleto";
@@ -54,6 +60,7 @@ type CurrentPeriodTransactionRow = {
 	categoryType: string | null;
 	cardLogo: string | null;
 	accountLogo: string | null;
+	accountExcludeInitialBalanceFromIncome: boolean | null;
 };
 
 type CategoryOption = PurchasesByCategoryData["categories"][number];
@@ -112,6 +119,21 @@ const shouldIncludeWithoutAutoInvoice = (note: string | null | undefined) =>
 const shouldIncludeWithoutAutoGenerated = (note: string | null | undefined) =>
 	!isInitialBalanceNote(note) && !isAutoInvoiceNote(note);
 
+const shouldIncludeInPaymentStatus = (row: CurrentPeriodTransactionRow) => {
+	if (!shouldIncludeWithoutAutoInvoice(row.note)) {
+		return false;
+	}
+
+	if (
+		isInitialBalanceNote(row.note) &&
+		row.accountExcludeInitialBalanceFromIncome === true
+	) {
+		return false;
+	}
+
+	return true;
+};
+
 const shouldIncludeNamedItem = (name: string) => {
 	const normalized = name.trim().toLowerCase();
 
@@ -126,9 +148,30 @@ const shouldIncludeNamedItem = (name: string) => {
 	return true;
 };
 
+const compareDateOnlyAscWithNullsLast = (
+	left: string | null,
+	right: string | null,
+) => {
+	if (!left && !right) return 0;
+	if (!left) return 1;
+	if (!right) return -1;
+	return compareDateOnly(left, right);
+};
+
+const compareDateOnlyDescWithNullsLast = (
+	left: string | null,
+	right: string | null,
+) => {
+	if (!left && !right) return 0;
+	if (!left) return 1;
+	if (!right) return -1;
+	return compareDateOnly(right, left);
+};
+
 const buildBillsSnapshot = (
 	rows: CurrentPeriodTransactionRow[],
 ): DashboardBillsSnapshot => {
+	const today = getBusinessDateString();
 	const bills = rows
 		.filter((row) => row.paymentMethod === PAYMENT_METHOD_BOLETO)
 		.map((row) => ({
@@ -143,17 +186,44 @@ const buildBillsSnapshot = (
 		}))
 		.sort((a, b) => {
 			if (a.isSettled !== b.isSettled) {
-				return Number(a.isSettled) - Number(b.isSettled);
+				return a.isSettled ? 1 : -1;
 			}
 
-			const dueA = a.dueDate
-				? new Date(a.dueDate).getTime()
-				: Number.POSITIVE_INFINITY;
-			const dueB = b.dueDate
-				? new Date(b.dueDate).getTime()
-				: Number.POSITIVE_INFINITY;
-			if (dueA !== dueB) {
-				return dueA - dueB;
+			if (!a.isSettled && !b.isSettled) {
+				const aIsOverdue = a.dueDate ? isDateOnlyPast(a.dueDate, today) : false;
+				const bIsOverdue = b.dueDate ? isDateOnlyPast(b.dueDate, today) : false;
+
+				if (aIsOverdue !== bIsOverdue) {
+					return aIsOverdue ? -1 : 1;
+				}
+
+				const dueDateDiff = compareDateOnlyAscWithNullsLast(
+					a.dueDate,
+					b.dueDate,
+				);
+				if (dueDateDiff !== 0) {
+					return dueDateDiff;
+				}
+
+				const amountDiff = b.amount - a.amount;
+				if (amountDiff !== 0) {
+					return amountDiff;
+				}
+			}
+
+			if (a.isSettled && b.isSettled) {
+				const paidAtDiff = compareDateOnlyDescWithNullsLast(
+					a.boletoPaymentDate,
+					b.boletoPaymentDate,
+				);
+				if (paidAtDiff !== 0) {
+					return paidAtDiff;
+				}
+
+				const amountDiff = b.amount - a.amount;
+				if (amountDiff !== 0) {
+					return amountDiff;
+				}
 			}
 
 			return a.name.localeCompare(b.name, "pt-BR");
@@ -181,7 +251,7 @@ const buildPaymentStatusData = (
 
 	for (const row of rows) {
 		if (
-			!shouldIncludeWithoutAutoInvoice(row.note) ||
+			!shouldIncludeInPaymentStatus(row) ||
 			(row.transactionType !== TRANSACTION_TYPE_INCOME &&
 				row.transactionType !== TRANSACTION_TYPE_EXPENSE)
 		) {
@@ -496,6 +566,8 @@ export async function fetchDashboardCurrentPeriodOverview(
 			categoryType: categories.type,
 			cardLogo: cards.logo,
 			accountLogo: financialAccounts.logo,
+			accountExcludeInitialBalanceFromIncome:
+				financialAccounts.excludeInitialBalanceFromIncome,
 		})
 		.from(transactions)
 		.leftJoin(cards, eq(transactions.cardId, cards.id))
@@ -509,6 +581,7 @@ export async function fetchDashboardCurrentPeriodOverview(
 				eq(transactions.userId, userId),
 				eq(transactions.period, period),
 				eq(transactions.payerId, adminPayerId),
+				excludeTransactionsFromExcludedAccounts(),
 			),
 		)
 		.orderBy(

src/features/dashboard/dashboard-metrics-queries.ts

@@ -1,9 +1,10 @@
-import { and, asc, eq, gte, lte, ne, sum } from "drizzle-orm";
+import { and, asc, eq, gte, inArray, lte, sum } from "drizzle-orm";
 import { financialAccounts, transactions } from "@/db/schema";
 import {
 	buildDashboardAdminFilters,
 	excludeAutoInvoiceEntries,
 	excludeInitialBalanceWhenConfigured,
+	excludeTransactionsFromExcludedAccounts,
 } from "@/features/dashboard/transaction-filters";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
@@ -36,12 +37,14 @@ export type DashboardCardMetrics = {
 type PeriodTotals = {
 	receitas: number;
 	despesas: number;
+	transferAdjustment: number;
 	balanco: number;
 };
 
 const createEmptyTotals = (): PeriodTotals => ({
 	receitas: 0,
 	despesas: 0,
+	transferAdjustment: 0,
 	balanco: 0,
 });
 
@@ -90,6 +93,7 @@ export async function fetchDashboardCardMetrics(
 			period: transactions.period,
 			transactionType: transactions.transactionType,
 			totalAmount: sum(transactions.amount).as("total"),
+			accountExcludeFromBalance: financialAccounts.excludeFromBalance,
 		})
 		.from(transactions)
 		.leftJoin(
@@ -101,12 +105,21 @@ export async function fetchDashboardCardMetrics(
 				...buildDashboardAdminFilters({ userId, adminPayerId }),
 				gte(transactions.period, startPeriod),
 				lte(transactions.period, period),
-				ne(transactions.transactionType, TRANSFERENCIA),
+				inArray(transactions.transactionType, [
+					RECEITA,
+					DESPESA,
+					TRANSFERENCIA,
+				]),
 				excludeAutoInvoiceEntries(),
 				excludeInitialBalanceWhenConfigured(),
+				excludeTransactionsFromExcludedAccounts(),
 			),
 		)
-		.groupBy(transactions.period, transactions.transactionType)
+		.groupBy(
+			transactions.period,
+			transactions.transactionType,
+			financialAccounts.excludeFromBalance,
+		)
 		.orderBy(asc(transactions.period), asc(transactions.transactionType));
 
 	const periodTotals = new Map<string, PeriodTotals>();
@@ -119,6 +132,11 @@ export async function fetchDashboardCardMetrics(
 			totals.receitas += total;
 		} else if (row.transactionType === DESPESA) {
 			totals.despesas += Math.abs(total);
+		} else if (
+			row.transactionType === TRANSFERENCIA &&
+			row.accountExcludeFromBalance === false
+		) {
+			totals.transferAdjustment += total;
 		}
 	}
 
@@ -139,7 +157,8 @@ export async function fetchDashboardCardMetrics(
 
 	for (const key of periodRange) {
 		const totals = ensurePeriodTotals(periodTotals, key);
-		totals.balanco = totals.receitas - totals.despesas;
+		totals.balanco =
+			totals.receitas - totals.despesas + totals.transferAdjustment;
 		runningForecast += totals.balanco;
 		forecastByPeriod.set(key, runningForecast);
 	}

src/features/dashboard/income-expense-balance-queries.ts

@@ -4,6 +4,7 @@ import {
 	buildDashboardAdminFilters,
 	excludeAutoInvoiceEntries,
 	excludeInitialBalanceWhenConfigured,
+	excludeTransactionsFromExcludedAccounts,
 } from "@/features/dashboard/transaction-filters";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
@@ -51,6 +52,7 @@ export async function fetchIncomeExpenseBalance(
 			period: transactions.period,
 			transactionType: transactions.transactionType,
 			total: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
+			accountExcludeFromBalance: financialAccounts.excludeFromBalance,
 		})
 		.from(transactions)
 		.leftJoin(
@@ -61,37 +63,62 @@ export async function fetchIncomeExpenseBalance(
 			and(
 				...buildDashboardAdminFilters({ userId, adminPayerId }),
 				inArray(transactions.period, periods),
-				inArray(transactions.transactionType, ["Receita", "Despesa"]),
+				inArray(transactions.transactionType, [
+					"Receita",
+					"Despesa",
+					"Transferência",
+				]),
 				excludeAutoInvoiceEntries(),
 				excludeInitialBalanceWhenConfigured(),
+				excludeTransactionsFromExcludedAccounts(),
 			),
 		)
-		.groupBy(transactions.period, transactions.transactionType);
+		.groupBy(
+			transactions.period,
+			transactions.transactionType,
+			financialAccounts.excludeFromBalance,
+		);
 
 	// Build lookup from query results
-	const dataMap = new Map<string, { income: number; expense: number }>();
+	const dataMap = new Map<
+		string,
+		{ income: number; expense: number; transferAdjustment: number }
+	>();
 	for (const row of rows) {
 		if (!row.period) continue;
-		const entry = dataMap.get(row.period) ?? { income: 0, expense: 0 };
-		const total = Math.abs(toNumber(row.total));
+		const entry = dataMap.get(row.period) ?? {
+			income: 0,
+			expense: 0,
+			transferAdjustment: 0,
+		};
+		const total = toNumber(row.total);
 		if (row.transactionType === "Receita") {
-			entry.income = total;
+			entry.income += Math.abs(total);
 		} else if (row.transactionType === "Despesa") {
-			entry.expense = total;
+			entry.expense += Math.abs(total);
+		} else if (
+			row.transactionType === "Transferência" &&
+			row.accountExcludeFromBalance === false
+		) {
+			entry.transferAdjustment += total;
 		}
 		dataMap.set(row.period, entry);
 	}
 
 	// Build result array preserving period order
 	const months = periods.map((period) => {
-		const entry = dataMap.get(period) ?? { income: 0, expense: 0 };
+		const entry = dataMap.get(period) ?? {
+			income: 0,
+			expense: 0,
+			transferAdjustment: 0,
+		};
 
 		return {
 			month: period,
 			monthLabel: formatPeriodMonthShort(period).toLowerCase(),
 			income: entry.income,
 			expense: entry.expense,
-			balance: entry.income - entry.expense,
+			balance: entry.income - entry.expense + entry.transferAdjustment,
 		};
 	});
 

src/features/dashboard/invoices-helpers.ts

@@ -7,7 +7,9 @@ import {
 import { getBusinessDateString } from "@/shared/utils/date";
 import {
 	buildDueDateInfoFromPeriodDay,
+	buildRelativeDueDateInfoFromPeriodDay,
 	formatFinancialDateLabel,
+	formatRelativeFinancialDateLabel,
 } from "@/shared/utils/financial-dates";
 import { formatPercentage } from "@/shared/utils/percentage";
 import { formatPeriodForUrl } from "@/shared/utils/period";
@@ -45,6 +47,13 @@ export const parseInvoiceDueDate = (
 	return buildDueDateInfoFromPeriodDay(period, dueDay);
 };
 
+export const parseInvoiceWidgetDueDate = (
+	period: string,
+	dueDay: string,
+): InvoiceDueDateInfo => {
+	return buildRelativeDueDateInfoFromPeriodDay(period, dueDay);
+};
+
 export const formatInvoicePaymentDate = (
 	value: string | null,
 ): InvoicePaymentDateInfo | null => {
@@ -58,6 +67,19 @@ export const formatInvoicePaymentDate = (
 	};
 };
 
+export const formatInvoiceWidgetPaymentDate = (
+	value: string | null,
+): InvoicePaymentDateInfo | null => {
+	const label = formatRelativeFinancialDateLabel(value, "paid");
+	if (!label) {
+		return null;
+	}
+
+	return {
+		label,
+	};
+};
+
 export const getCurrentDateString = () => getBusinessDateString();
 
 const formatInvoiceSharePercentage = (value: number) => {

src/features/dashboard/invoices-queries.ts

@@ -7,7 +7,13 @@ import {
 	INVOICE_STATUS_VALUES,
 	type InvoicePaymentStatus,
 } from "@/shared/lib/invoices";
-import { toDateOnlyString } from "@/shared/utils/date";
+import {
+	buildDateOnlyStringFromPeriodDay,
+	compareDateOnly,
+	getBusinessDateString,
+	isDateOnlyPast,
+	toDateOnlyString,
+} from "@/shared/utils/date";
 import { safeToNumber as toNumber } from "@/shared/utils/number";
 
 type RawDashboardInvoice = {
@@ -68,10 +74,31 @@ const isInvoiceStatus = (value: unknown): value is InvoicePaymentStatus =>
 const buildFallbackId = (cardId: string, period: string) =>
 	`${cardId}:${period}`;
 
+const compareDateOnlyAscWithNullsLast = (
+	left: string | null,
+	right: string | null,
+) => {
+	if (!left && !right) return 0;
+	if (!left) return 1;
+	if (!right) return -1;
+	return compareDateOnly(left, right);
+};
+
+const compareDateOnlyDescWithNullsLast = (
+	left: string | null,
+	right: string | null,
+) => {
+	if (!left && !right) return 0;
+	if (!left) return 1;
+	if (!right) return -1;
+	return compareDateOnly(right, left);
+};
+
 export async function fetchDashboardInvoices(
 	userId: string,
 	period: string,
 ): Promise<DashboardInvoicesSnapshot> {
+	const today = getBusinessDateString();
 	const paymentRows = await db
 		.select({
 			note: transactions.note,
@@ -258,8 +285,53 @@ export async function fetchDashboardInvoices(
 	}
 
 	invoiceList.sort((a, b) => {
-		// Ordena do maior valor para o menor
-		return Math.abs(b.totalAmount) - Math.abs(a.totalAmount);
+		const aIsPending = a.paymentStatus === INVOICE_PAYMENT_STATUS.PENDING;
+		const bIsPending = b.paymentStatus === INVOICE_PAYMENT_STATUS.PENDING;
+		if (aIsPending !== bIsPending) {
+			return aIsPending ? -1 : 1;
+		}
+
+		if (aIsPending && bIsPending) {
+			const aDueDate = buildDateOnlyStringFromPeriodDay(a.period, a.dueDay);
+			const bDueDate = buildDateOnlyStringFromPeriodDay(b.period, b.dueDay);
+			const aIsOverdue = aDueDate ? isDateOnlyPast(aDueDate, today) : false;
+			const bIsOverdue = bDueDate ? isDateOnlyPast(bDueDate, today) : false;
+
+			if (aIsOverdue !== bIsOverdue) {
+				return aIsOverdue ? -1 : 1;
+			}
+
+			const dueDateDiff = compareDateOnlyAscWithNullsLast(aDueDate, bDueDate);
+			if (dueDateDiff !== 0) {
+				return dueDateDiff;
+			}
+
+			const amountDiff = Math.abs(b.totalAmount) - Math.abs(a.totalAmount);
+			if (amountDiff !== 0) {
+				return amountDiff;
+			}
+		}
+
+		if (!aIsPending && !bIsPending) {
+			const paidAtDiff = compareDateOnlyDescWithNullsLast(a.paidAt, b.paidAt);
+			if (paidAtDiff !== 0) {
+				return paidAtDiff;
+			}
+
+			const amountDiff = Math.abs(b.totalAmount) - Math.abs(a.totalAmount);
+			if (amountDiff !== 0) {
+				return amountDiff;
+			}
+		}
+
+		const nameDiff = a.cardName.localeCompare(b.cardName, "pt-BR", {
+			sensitivity: "base",
+		});
+		if (nameDiff !== 0) {
+			return nameDiff;
+		}
+
+		return a.id.localeCompare(b.id);
 	});
 
 	const totalPending = invoiceList.reduce((total, invoice) => {

src/features/dashboard/payers-queries.ts

@@ -1,5 +1,6 @@
 import { and, desc, eq, inArray, isNull, or, sql } from "drizzle-orm";
-import { payers, transactions } from "@/db/schema";
+import { financialAccounts, payers, transactions } from "@/db/schema";
+import { excludeTransactionsFromExcludedAccounts } from "@/features/dashboard/transaction-filters";
 import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
 import { db } from "@/shared/lib/db";
 import { PAYER_ROLE_ADMIN } from "@/shared/lib/payers/constants";
@@ -41,11 +42,16 @@ export async function fetchDashboardPayers(
 		})
 		.from(transactions)
 		.innerJoin(payers, eq(transactions.payerId, payers.id))
+		.leftJoin(
+			financialAccounts,
+			eq(transactions.accountId, financialAccounts.id),
+		)
 		.where(
 			and(
 				eq(transactions.userId, userId),
 				inArray(transactions.period, [period, previousPeriod]),
 				eq(transactions.transactionType, "Despesa"),
+				excludeTransactionsFromExcludedAccounts(),
 				or(
 					isNull(transactions.note),
 					sql`${transactions.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,

src/features/dashboard/payments/payment-status-queries.ts

@@ -1,8 +1,10 @@
-import { and, inArray, sql } from "drizzle-orm";
-import { transactions } from "@/db/schema";
+import { and, eq, inArray, sql } from "drizzle-orm";
+import { financialAccounts, transactions } from "@/db/schema";
 import {
 	buildDashboardAdminPeriodFilters,
 	excludeAutoInvoiceEntries,
+	excludeInitialBalanceWhenConfigured,
+	excludeTransactionsFromExcludedAccounts,
 } from "@/features/dashboard/transaction-filters";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
@@ -52,6 +54,10 @@ export async function fetchPaymentStatus(
 			`,
 		})
 		.from(transactions)
+		.leftJoin(
+			financialAccounts,
+			eq(transactions.accountId, financialAccounts.id),
+		)
 		.where(
 			and(
 				...buildDashboardAdminPeriodFilters({
@@ -61,6 +67,8 @@ export async function fetchPaymentStatus(
 				}),
 				inArray(transactions.transactionType, ["Receita", "Despesa"]),
 				excludeAutoInvoiceEntries(),
+				excludeInitialBalanceWhenConfigured(),
+				excludeTransactionsFromExcludedAccounts(),
 			),
 		)
 		.groupBy(transactions.transactionType);

src/features/dashboard/period-overview-queries.ts

@@ -1,4 +1,4 @@
-import { and, asc, eq, gte, inArray, lte, ne, sum } from "drizzle-orm";
+import { and, asc, eq, gte, inArray, lte, sum } from "drizzle-orm";
 import { financialAccounts, transactions } from "@/db/schema";
 import type { DashboardCardMetrics } from "@/features/dashboard/dashboard-metrics-queries";
 import type {
@@ -9,6 +9,7 @@ import {
 	buildDashboardAdminFilters,
 	excludeAutoInvoiceEntries,
 	excludeInitialBalanceWhenConfigured,
+	excludeTransactionsFromExcludedAccounts,
 } from "@/features/dashboard/transaction-filters";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
@@ -30,6 +31,7 @@ const TRANSACTION_TYPE_TRANSFER = "Transferência";
 type PeriodTotals = {
 	receitas: number;
 	despesas: number;
+	transferAdjustment: number;
 	balanco: number;
 };
 
@@ -37,6 +39,7 @@ type PeriodSummaryRow = {
 	period: string | null;
 	transactionType: string;
 	totalAmount: string | number | null;
+	accountExcludeFromBalance: boolean | null;
 };
 
 export type DashboardPeriodOverview = {
@@ -47,6 +50,7 @@ export type DashboardPeriodOverview = {
 const createEmptyTotals = (): PeriodTotals => ({
 	receitas: 0,
 	despesas: 0,
+	transferAdjustment: 0,
 	balanco: 0,
 });
 
@@ -106,6 +110,7 @@ export async function fetchDashboardPeriodOverview(
 			period: transactions.period,
 			transactionType: transactions.transactionType,
 			totalAmount: sum(transactions.amount).as("total"),
+			accountExcludeFromBalance: financialAccounts.excludeFromBalance,
 		})
 		.from(transactions)
 		.leftJoin(
@@ -120,13 +125,18 @@ export async function fetchDashboardPeriodOverview(
 				inArray(transactions.transactionType, [
 					TRANSACTION_TYPE_INCOME,
 					TRANSACTION_TYPE_EXPENSE,
+					TRANSACTION_TYPE_TRANSFER,
 				]),
-				ne(transactions.transactionType, TRANSACTION_TYPE_TRANSFER),
 				excludeAutoInvoiceEntries(),
 				excludeInitialBalanceWhenConfigured(),
+				excludeTransactionsFromExcludedAccounts(),
 			),
 		)
-		.groupBy(transactions.period, transactions.transactionType)
+		.groupBy(
+			transactions.period,
+			transactions.transactionType,
+			financialAccounts.excludeFromBalance,
+		)
 		.orderBy(
 			asc(transactions.period),
 			asc(transactions.transactionType),
@@ -146,6 +156,11 @@ export async function fetchDashboardPeriodOverview(
 			totals.receitas += total;
 		} else if (row.transactionType === TRANSACTION_TYPE_EXPENSE) {
 			totals.despesas += Math.abs(total);
+		} else if (
+			row.transactionType === TRANSACTION_TYPE_TRANSFER &&
+			row.accountExcludeFromBalance === false
+		) {
+			totals.transferAdjustment += total;
 		}
 	}
 
@@ -164,7 +179,8 @@ export async function fetchDashboardPeriodOverview(
 
 	for (const key of periodRange) {
 		const totals = ensurePeriodTotals(periodTotals, key);
-		totals.balanco = totals.receitas - totals.despesas;
+		totals.balanco =
+			totals.receitas - totals.despesas + totals.transferAdjustment;
 		runningForecast += totals.balanco;
 		forecastByPeriod.set(key, runningForecast);
 	}
@@ -179,7 +195,7 @@ export async function fetchDashboardPeriodOverview(
 			monthLabel: formatPeriodMonthShort(chartPeriod).toLowerCase(),
 			income: entry.receitas,
 			expense: entry.despesas,
-			balance: entry.receitas - entry.despesas,
+			balance: entry.balanco,
 		};
 	});
 

src/features/dashboard/transaction-filters.ts

@@ -5,6 +5,8 @@ import {
 	INITIAL_BALANCE_NOTE,
 } from "@/shared/lib/accounts/constants";
 
+export { excludeTransactionsFromExcludedAccounts } from "@/shared/lib/accounts/query-filters";
+
 type DashboardAdminFiltersParams = {
 	userId: string;
 	adminPayerId: string;

src/features/dashboard/widgets/actions.ts

@@ -8,36 +8,44 @@ import { db, schema } from "@/shared/lib/db";
 export type WidgetPreferences = {
 	order: string[];
 	hidden: string[];
+	myAccountsShowExcluded?: boolean;
 };
 
+type WidgetLayoutPreferences = Pick<WidgetPreferences, "order" | "hidden">;
+
+async function upsertUserWidgetPreferences(
+	userId: string,
+	updates: Partial<WidgetPreferences>,
+): Promise<void> {
+	const existing = await db
+		.select({ dashboardWidgets: schema.userPreferences.dashboardWidgets })
+		.from(schema.userPreferences)
+		.where(eq(schema.userPreferences.userId, userId))
+		.limit(1);
+
+	const current = existing[0]?.dashboardWidgets;
+	const next: WidgetPreferences = {
+		order: current?.order ?? [],
+		hidden: current?.hidden ?? [],
+		myAccountsShowExcluded: current?.myAccountsShowExcluded,
+		...updates,
+	};
+
+	await db
+		.insert(schema.userPreferences)
+		.values({ userId, dashboardWidgets: next })
+		.onConflictDoUpdate({
+			target: schema.userPreferences.userId,
+			set: { dashboardWidgets: next, updatedAt: new Date() },
+		});
+}
+
 export async function updateWidgetPreferences(
-	preferences: WidgetPreferences,
+	preferences: WidgetLayoutPreferences,
 ): Promise<{ success: boolean; error?: string }> {
 	try {
 		const user = await getUser();
-
-		// Check if preferences exist
-		const existing = await db
-			.select({ id: schema.userPreferences.id })
-			.from(schema.userPreferences)
-			.where(eq(schema.userPreferences.userId, user.id))
-			.limit(1);
-
-		if (existing.length > 0) {
-			await db
-				.update(schema.userPreferences)
-				.set({
-					dashboardWidgets: preferences,
-					updatedAt: new Date(),
-				})
-				.where(eq(schema.userPreferences.userId, user.id));
-		} else {
-			await db.insert(schema.userPreferences).values({
-				userId: user.id,
-				dashboardWidgets: preferences,
-			});
-		}
-
+		await upsertUserWidgetPreferences(user.id, preferences);
 		revalidatePath("/dashboard");
 		return { success: true };
 	} catch (error) {
@@ -46,6 +54,24 @@ export async function updateWidgetPreferences(
 	}
 }
 
+export async function updateMyAccountsWidgetPreference({
+	showExcludedAccounts,
+}: {
+	showExcludedAccounts: boolean;
+}): Promise<{ success: boolean; error?: string }> {
+	try {
+		const user = await getUser();
+		await upsertUserWidgetPreferences(user.id, {
+			myAccountsShowExcluded: showExcludedAccounts,
+		});
+		revalidatePath("/dashboard");
+		return { success: true };
+	} catch (error) {
+		console.error("Error updating my accounts widget preference:", error);
+		return { success: false, error: "Erro ao salvar preferência do widget" };
+	}
+}
+
 export async function resetWidgetPreferences(): Promise<{
 	success: boolean;
 	error?: string;

src/features/dashboard/widgets/widgets-config.tsx

@@ -31,6 +31,7 @@ import { PaymentStatusWidget } from "@/features/dashboard/components/payment-sta
 import { PurchasesByCategoryWidget } from "@/features/dashboard/components/purchases-by-category-widget";
 import { RecurringExpensesWidget } from "@/features/dashboard/components/recurring-expenses-widget";
 import { SpendingOverviewWidget } from "@/features/dashboard/components/spending-overview-widget";
+import type { WidgetPreferences } from "@/features/dashboard/widgets/actions";
 import type { DashboardData } from "../fetch-dashboard-data";
 
 export type WidgetConfig = {
@@ -38,7 +39,12 @@ export type WidgetConfig = {
 	title: string;
 	subtitle: string;
 	icon: ReactNode;
-	component: (props: { data: DashboardData; period: string }) => ReactNode;
+	component: (props: {
+		data: DashboardData;
+		period: string;
+		widgetPreferences: WidgetPreferences;
+		onMyAccountsShowExcludedChange?: (value: boolean) => void;
+	}) => ReactNode;
 	action?: ReactNode;
 };
 
@@ -48,9 +54,16 @@ export const widgetsConfig: WidgetConfig[] = [
 		title: "Minhas Contas",
 		subtitle: "Saldo consolidado disponível",
 		icon: <RiBarChartBoxLine className="size-4" />,
-		component: ({ data, period }) => (
+		component: ({
+			data,
+			period,
+			widgetPreferences,
+			onMyAccountsShowExcludedChange,
+		}) => (
 			<MyAccountsWidget
 				accounts={data.accountsSnapshot.accounts}
+				showExcludedAccounts={widgetPreferences.myAccountsShowExcluded ?? true}
+				onShowExcludedAccountsChange={onMyAccountsShowExcludedChange}
 				totalBalance={data.accountsSnapshot.totalBalance}
 				period={period}
 			/>

src/features/inbox/components/inbox-bulk-actions.tsx

@@ -0,0 +1,153 @@
+import { RiDeleteBinLine } from "@remixicon/react";
+import Image from "next/image";
+import { Button } from "@/shared/components/ui/button";
+import {
+	Select,
+	SelectContent,
+	SelectItem,
+	SelectTrigger,
+	SelectValue,
+} from "@/shared/components/ui/select";
+import { resolveLogoSrc } from "@/shared/lib/logo";
+import type { InboxItem, InboxStatus } from "./types";
+
+const DEFAULT_INBOX_APP_LOGO = "/avatars/default_icon.png";
+
+function findMatchingLogo(
+	sourceAppName: string | null,
+	appLogoMap: Record<string, string>,
+): string | null {
+	if (!sourceAppName) return null;
+	const appName = sourceAppName.toLowerCase();
+	if (appLogoMap[appName]) return resolveLogoSrc(appLogoMap[appName]);
+	for (const [name, logo] of Object.entries(appLogoMap)) {
+		if (name.includes(appName) || appName.includes(name)) {
+			return resolveLogoSrc(logo);
+		}
+	}
+	return null;
+}
+
+type InboxBulkActionsProps = {
+	status: InboxStatus;
+	items: InboxItem[];
+	activeApp: string | null;
+	appFilterOptions: string[];
+	selectedIds: string[];
+	allSelected: boolean;
+	appLogoMap: Record<string, string>;
+	onAppChange: (app: string) => void;
+	onToggleSelectAll: () => void;
+	onSelectionBulkRequest: (status: InboxStatus) => void;
+	onBulkDeleteRequest: (status: "processed" | "discarded") => void;
+};
+
+export function InboxBulkActions({
+	status,
+	items,
+	activeApp,
+	appFilterOptions,
+	selectedIds,
+	allSelected,
+	appLogoMap,
+	onAppChange,
+	onToggleSelectAll,
+	onSelectionBulkRequest,
+	onBulkDeleteRequest,
+}: InboxBulkActionsProps) {
+	const getAppLogo = (appName: string | null) =>
+		findMatchingLogo(appName, appLogoMap) ?? DEFAULT_INBOX_APP_LOGO;
+
+	const appFilter =
+		appFilterOptions.length > 0 ? (
+			<Select value={activeApp ?? "all"} onValueChange={onAppChange}>
+				<SelectTrigger className="w-[190px]">
+					<SelectValue>
+						<span className="flex min-w-0 items-center gap-2">
+							<div className="relative size-5 shrink-0 overflow-hidden rounded-full">
+								<Image
+									src={
+										activeApp ? getAppLogo(activeApp) : DEFAULT_INBOX_APP_LOGO
+									}
+									alt=""
+									fill
+									sizes="20px"
+									className="object-cover"
+								/>
+							</div>
+							<span className="truncate">{activeApp ?? "Todos"}</span>
+						</span>
+					</SelectValue>
+				</SelectTrigger>
+				<SelectContent>
+					<SelectItem value="all">
+						<span className="flex items-center gap-2">
+							<div className="relative size-5 shrink-0 overflow-hidden rounded-full">
+								<Image
+									src={DEFAULT_INBOX_APP_LOGO}
+									alt=""
+									fill
+									sizes="20px"
+									className="object-cover"
+								/>
+							</div>
+							<span>Todos</span>
+						</span>
+					</SelectItem>
+					{appFilterOptions.map((app) => (
+						<SelectItem key={app} value={app}>
+							<span className="flex min-w-0 items-center gap-2">
+								<div className="relative size-5 shrink-0 overflow-hidden rounded-full">
+									<Image
+										src={getAppLogo(app)}
+										alt=""
+										fill
+										sizes="20px"
+										className="object-cover"
+									/>
+								</div>
+								<span className="truncate">{app}</span>
+							</span>
+						</SelectItem>
+					))}
+				</SelectContent>
+			</Select>
+		) : null;
+
+	return (
+		<div className="mb-4 flex flex-wrap items-center gap-2">
+			{appFilter}
+			{items.length > 0 ? (
+				<div className="ml-auto flex items-center gap-2">
+					<Button variant="outline" size="sm" onClick={onToggleSelectAll}>
+						{allSelected ? "Cancelar seleção" : "Selecionar página"}
+					</Button>
+					{selectedIds.length > 0 && (
+						<Button
+							variant="destructive"
+							size="sm"
+							onClick={() => onSelectionBulkRequest(status)}
+						>
+							<RiDeleteBinLine className="mr-1.5 size-4" />
+							{status === "pending"
+								? `Descartar selecionados (${selectedIds.length})`
+								: `Excluir selecionados (${selectedIds.length})`}
+						</Button>
+					)}
+					{(status === "processed" || status === "discarded") && (
+						<Button
+							variant="outline"
+							size="sm"
+							onClick={() => onBulkDeleteRequest(status)}
+						>
+							<RiDeleteBinLine className="mr-1.5 size-4" />
+							{status === "processed"
+								? "Limpar processados"
+								: "Limpar descartados"}
+						</Button>
+					)}
+				</div>
+			) : null}
+		</div>
+	);
+}

src/features/inbox/components/inbox-card.tsx

@@ -117,13 +117,15 @@ export const InboxCard = memo(function InboxCard({
 								className="shrink-0"
 							/>
 						)}
-						<Image
-							src={displayLogo}
-							alt=""
-							width={32}
-							height={32}
-							className="shrink-0 rounded-full"
-						/>
+						<div className="relative size-8 shrink-0 overflow-hidden rounded-full">
+							<Image
+								src={displayLogo}
+								alt=""
+								fill
+								sizes="32px"
+								className="object-cover"
+							/>
+						</div>
 						<span className="truncate">
 							{item.sourceAppName || item.sourceApp}
 						</span>

src/features/inbox/components/inbox-items-list.tsx

@@ -0,0 +1,133 @@
+import { RiAtLine, RiCalendarEventLine } from "@remixicon/react";
+import { format } from "date-fns";
+import { ptBR } from "date-fns/locale";
+import { EmptyState } from "@/shared/components/empty-state";
+import { Card } from "@/shared/components/ui/card";
+import { InboxCard } from "./inbox-card";
+import type { InboxItem } from "./types";
+
+// O Companion envia hora local de Brasília com 'Z' literal (não converte para UTC).
+// Por isso, o timestamp armazenado no DB já tem a data correta de Brasília como componente UTC.
+// Basta fatiar o ISO string sem nenhum ajuste para obter a data de Brasília do item.
+function getItemDateKey(date: Date): string {
+	return date.toISOString().slice(0, 10);
+}
+
+// Para "hoje" e "ontem", precisamos da data real de Brasília (UTC-3).
+function getBrasiliaDateKey(date: Date): string {
+	const BRASILIA_OFFSET_MS = 3 * 60 * 60 * 1000;
+	return new Date(date.getTime() - BRASILIA_OFFSET_MS)
+		.toISOString()
+		.slice(0, 10);
+}
+
+function getGroupLabel(dateKey: string): string {
+	const now = new Date();
+	const todayKey = getBrasiliaDateKey(now);
+	const yesterdayKey = getBrasiliaDateKey(
+		new Date(now.getTime() - 24 * 60 * 60 * 1000),
+	);
+	if (dateKey === todayKey) return "Hoje";
+	if (dateKey === yesterdayKey) return "Ontem";
+	const [year, month, day] = dateKey.split("-").map(Number);
+	return format(new Date(year, (month ?? 1) - 1, day), "d 'de' MMMM", {
+		locale: ptBR,
+	});
+}
+
+function groupItemsByDay(
+	items: InboxItem[],
+): { label: string; items: InboxItem[] }[] {
+	const groups = new Map<string, InboxItem[]>();
+	for (const item of items) {
+		const key = getItemDateKey(new Date(item.notificationTimestamp));
+		const group = groups.get(key);
+		if (group) {
+			group.push(item);
+		} else {
+			groups.set(key, [item]);
+		}
+	}
+	const sortedKeys = [...groups.keys()].sort((a, b) => b.localeCompare(a));
+	return sortedKeys.map((key) => ({
+		label: getGroupLabel(key),
+		items: groups.get(key) ?? [],
+	}));
+}
+
+type InboxItemsListProps = {
+	items: InboxItem[];
+	readonly?: boolean;
+	activeApp: string | null;
+	appLogoMap: Record<string, string>;
+	selectedIds: string[];
+	onProcess?: (item: InboxItem) => void;
+	onDiscard?: (item: InboxItem) => void;
+	onViewDetails?: (item: InboxItem) => void;
+	onDelete?: (item: InboxItem) => void;
+	onRestoreToPending?: (item: InboxItem) => void;
+	onSelectToggle: (id: string) => void;
+};
+
+export function InboxItemsList({
+	items,
+	readonly,
+	activeApp,
+	appLogoMap,
+	selectedIds,
+	onProcess,
+	onDiscard,
+	onViewDetails,
+	onDelete,
+	onRestoreToPending,
+	onSelectToggle,
+}: InboxItemsListProps) {
+	if (items.length === 0) {
+		const message = activeApp
+			? "Nenhuma notificação deste app"
+			: readonly
+				? "Nenhuma notificação nesta aba"
+				: "Nenhum pré-lançamento pendente";
+		return (
+			<Card className="flex min-h-[50vh] w-full items-center justify-center py-12">
+				<EmptyState
+					media={<RiAtLine className="size-6 text-primary" />}
+					title={message}
+					description="As notificações capturadas pelo app OpenMonetis Companion aparecerão aqui. Saiba mais em Ajustes > Companion."
+				/>
+			</Card>
+		);
+	}
+
+	const groups = groupItemsByDay(items);
+
+	return (
+		<div className="space-y-6">
+			{groups.map((group) => (
+				<div key={group.label}>
+					<div className="mb-3 flex items-center gap-1 text-muted-foreground">
+						<RiCalendarEventLine className="size-3.5 shrink-0" />
+						<p className="text-sm font-medium">{group.label}</p>
+					</div>
+					<div className="grid gap-4 md:grid-cols-2 lg:grid-cols-3">
+						{group.items.map((item) => (
+							<InboxCard
+								key={item.id}
+								item={item}
+								readonly={readonly}
+								appLogoMap={appLogoMap}
+								onProcess={readonly ? undefined : onProcess}
+								onDiscard={readonly ? undefined : onDiscard}
+								onViewDetails={readonly ? undefined : onViewDetails}
+								onDelete={readonly ? onDelete : undefined}
+								onRestoreToPending={readonly ? onRestoreToPending : undefined}
+								selected={selectedIds.includes(item.id)}
+								onSelectToggle={onSelectToggle}
+							/>
+						))}
+					</div>
+				</div>
+			))}
+		</div>
+	);
+}

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

@@ -1,17 +1,5 @@
 "use client";
 
-import {
-	RiArrowLeftDoubleLine,
-	RiArrowLeftSLine,
-	RiArrowRightDoubleLine,
-	RiArrowRightSLine,
-	RiAtLine,
-	RiCalendarEventLine,
-	RiDeleteBinLine,
-} from "@remixicon/react";
-import { format } from "date-fns";
-import { ptBR } from "date-fns/locale";
-import Image from "next/image";
 import { usePathname, useRouter, useSearchParams } from "next/navigation";
 import {
 	useCallback,
@@ -30,31 +18,15 @@ import {
 	markInboxAsProcessedAction,
 	restoreDiscardedInboxItemAction,
 } from "@/features/inbox/actions";
-import {
-	INBOX_DEFAULT_PAGE_SIZE,
-	INBOX_PAGE_SIZE_OPTIONS,
-} from "@/features/inbox/page-helpers";
+import { INBOX_DEFAULT_PAGE_SIZE } from "@/features/inbox/page-helpers";
 import { TransactionDialog } from "@/features/transactions/components/dialogs/transaction-dialog/transaction-dialog";
 import { ConfirmActionDialog } from "@/shared/components/confirm-action-dialog";
-import { EmptyState } from "@/shared/components/empty-state";
-import { Button } from "@/shared/components/ui/button";
-import { Card } from "@/shared/components/ui/card";
-import {
-	Select,
-	SelectContent,
-	SelectItem,
-	SelectTrigger,
-	SelectValue,
-} from "@/shared/components/ui/select";
-import {
-	Tabs,
-	TabsContent,
-	TabsList,
-	TabsTrigger,
-} from "@/shared/components/ui/tabs";
-import { resolveLogoSrc } from "@/shared/lib/logo";
-import { InboxCard } from "./inbox-card";
+import { Tabs, TabsContent } from "@/shared/components/ui/tabs";
+import { InboxBulkActions } from "./inbox-bulk-actions";
 import { InboxDetailsDialog } from "./inbox-details-dialog";
+import { InboxItemsList } from "./inbox-items-list";
+import { InboxPagination } from "./inbox-pagination";
+import { InboxTabs } from "./inbox-tabs";
 import type {
 	InboxItem,
 	InboxPaginationState,
@@ -63,76 +35,6 @@ import type {
 	SelectOption,
 } from "./types";
 
-const DEFAULT_INBOX_APP_LOGO = "/avatars/default_icon.png";
-
-// O Companion envia hora local de Brasília com 'Z' literal (não converte para UTC).
-// Por isso, o timestamp armazenado no DB já tem a data correta de Brasília como componente UTC.
-// Basta fatiar o ISO string sem nenhum ajuste para obter a data de Brasília do item.
-function getItemDateKey(date: Date): string {
-	return date.toISOString().slice(0, 10);
-}
-
-// Para "hoje" e "ontem", precisamos da data real de Brasília (UTC-3).
-function getBrasiliaDateKey(date: Date): string {
-	const BRASILIA_OFFSET_MS = 3 * 60 * 60 * 1000;
-	return new Date(date.getTime() - BRASILIA_OFFSET_MS)
-		.toISOString()
-		.slice(0, 10);
-}
-
-function getGroupLabel(dateKey: string): string {
-	const now = new Date();
-	const todayKey = getBrasiliaDateKey(now);
-	const yesterdayKey = getBrasiliaDateKey(
-		new Date(now.getTime() - 24 * 60 * 60 * 1000),
-	);
-	if (dateKey === todayKey) return "Hoje";
-	if (dateKey === yesterdayKey) return "Ontem";
-	const [year, month, day] = dateKey.split("-").map(Number);
-	return format(new Date(year, month - 1, day), "d 'de' MMMM", {
-		locale: ptBR,
-	});
-}
-
-function groupItemsByDay(
-	items: InboxItem[],
-): { label: string; items: InboxItem[] }[] {
-	const groups = new Map<string, InboxItem[]>();
-	for (const item of items) {
-		const key = getItemDateKey(new Date(item.notificationTimestamp));
-		const group = groups.get(key);
-		if (group) {
-			group.push(item);
-		} else {
-			groups.set(key, [item]);
-		}
-	}
-	const sortedKeys = [...groups.keys()].sort((a, b) => b.localeCompare(a));
-	return sortedKeys.map((key) => ({
-		label: getGroupLabel(key),
-		items: groups.get(key) ?? [],
-	}));
-}
-
-function findMatchingLogo(
-	sourceAppName: string | null,
-	appLogoMap: Record<string, string>,
-): string | null {
-	if (!sourceAppName) return null;
-
-	const appName = sourceAppName.toLowerCase();
-
-	if (appLogoMap[appName]) return resolveLogoSrc(appLogoMap[appName]);
-
-	for (const [name, logo] of Object.entries(appLogoMap)) {
-		if (name.includes(appName) || appName.includes(name)) {
-			return resolveLogoSrc(logo);
-		}
-	}
-
-	return null;
-}
-
 interface InboxPageProps {
 	activeStatus: InboxStatus;
 	activeApp: string | null;
@@ -197,24 +99,14 @@ export function InboxPage({
 		useState<InboxStatus>("pending");
 
 	const normalizedSourceApps = useMemo(() => {
-		if (!Array.isArray(sourceApps)) {
-			return [];
-		}
-
+		if (!Array.isArray(sourceApps)) return [];
 		const uniqueApps = new Set<string>();
 		for (const app of sourceApps) {
-			if (typeof app !== "string") {
-				continue;
-			}
-
+			if (typeof app !== "string") continue;
 			const trimmedApp = app.trim();
-			if (!trimmedApp) {
-				continue;
-			}
-
+			if (!trimmedApp) continue;
 			uniqueApps.add(trimmedApp);
 		}
-
 		return [...uniqueApps].sort((left, right) =>
 			left.localeCompare(right, "pt-BR"),
 		);
@@ -225,28 +117,19 @@ export function InboxPage({
 			? [activeApp, ...normalizedSourceApps]
 			: normalizedSourceApps;
 
-	const getAppLogo = (appName: string | null) =>
-		findMatchingLogo(appName, appLogoMap) ?? DEFAULT_INBOX_APP_LOGO;
-
 	const handleProcessOpenChange = (open: boolean) => {
 		setProcessOpen(open);
-		if (!open) {
-			setItemToProcess(null);
-		}
+		if (!open) setItemToProcess(null);
 	};
 
 	const handleDetailsOpenChange = (open: boolean) => {
 		setDetailsOpen(open);
-		if (!open) {
-			setItemDetails(null);
-		}
+		if (!open) setItemDetails(null);
 	};
 
 	const handleDiscardOpenChange = (open: boolean) => {
 		setDiscardOpen(open);
-		if (!open) {
-			setItemToDiscard(null);
-		}
+		if (!open) setItemToDiscard(null);
 	};
 
 	const handleProcessRequest = useCallback((item: InboxItem) => {
@@ -266,25 +149,20 @@ export function InboxPage({
 
 	const handleDiscardConfirm = async () => {
 		if (!itemToDiscard) return;
-
 		const result = await discardInboxItemAction({
 			inboxItemId: itemToDiscard.id,
 		});
-
 		if (result.success) {
 			toast.success(result.message);
 			return;
 		}
-
 		toast.error(result.error);
 		throw new Error(result.error);
 	};
 
 	const handleDeleteOpenChange = (open: boolean) => {
 		setDeleteOpen(open);
-		if (!open) {
-			setItemToDelete(null);
-		}
+		if (!open) setItemToDelete(null);
 	};
 
 	const handleDeleteRequest = useCallback((item: InboxItem) => {
@@ -294,25 +172,20 @@ export function InboxPage({
 
 	const handleDeleteConfirm = async () => {
 		if (!itemToDelete) return;
-
 		const result = await deleteInboxItemAction({
 			inboxItemId: itemToDelete.id,
 		});
-
 		if (result.success) {
 			toast.success(result.message);
 			return;
 		}
-
 		toast.error(result.error);
 		throw new Error(result.error);
 	};
 
 	const handleRestoreOpenChange = (open: boolean) => {
 		setRestoreOpen(open);
-		if (!open) {
-			setItemToRestore(null);
-		}
+		if (!open) setItemToRestore(null);
 	};
 
 	const handleRestoreRequest = useCallback((item: InboxItem) => {
@@ -322,16 +195,13 @@ export function InboxPage({
 
 	const handleRestoreToPendingConfirm = async () => {
 		if (!itemToRestore) return;
-
 		const result = await restoreDiscardedInboxItemAction({
 			inboxItemId: itemToRestore.id,
 		});
-
 		if (result.success) {
 			toast.success(result.message);
 			return;
 		}
-
 		toast.error(result.error);
 		throw new Error(result.error);
 	};
@@ -365,25 +235,21 @@ export function InboxPage({
 		nextPageSize: number,
 	) => {
 		const nextParams = new URLSearchParams(searchParams.toString());
-
 		if (nextStatus === "pending") {
 			nextParams.delete("status");
 		} else {
 			nextParams.set("status", nextStatus);
 		}
-
 		if (nextPage <= 1) {
 			nextParams.delete("page");
 		} else {
 			nextParams.set("page", nextPage.toString());
 		}
-
 		if (nextPageSize === INBOX_DEFAULT_PAGE_SIZE) {
 			nextParams.delete("pageSize");
 		} else {
 			nextParams.set("pageSize", nextPageSize.toString());
 		}
-
 		startTransition(() => {
 			const target = nextParams.toString()
 				? `${pathname}?${nextParams.toString()}`
@@ -431,10 +297,7 @@ export function InboxPage({
 	};
 
 	const handleSelectionBulkRequest = (status: InboxStatus) => {
-		if (selectedIds.length === 0) {
-			return;
-		}
-
+		if (selectedIds.length === 0) return;
 		setSelectionBulkStatus(status);
 		setSelectionBulkOpen(true);
 	};
@@ -465,10 +328,6 @@ export function InboxPage({
 		}
 	};
 
-	const handleBulkDeleteOpenChange = (open: boolean) => {
-		setBulkDeleteOpen(open);
-	};
-
 	const handleBulkDeleteRequest = (status: "processed" | "discarded") => {
 		setBulkDeleteStatus(status);
 		setBulkDeleteOpen(true);
@@ -478,23 +337,19 @@ export function InboxPage({
 		const result = await bulkDeleteInboxItemsAction({
 			status: bulkDeleteStatus,
 		});
-
 		if (result.success) {
 			toast.success(result.message);
 			return;
 		}
-
 		toast.error(result.error);
 		throw new Error(result.error);
 	};
 
 	const handleLancamentoSuccess = async () => {
 		if (!itemToProcess) return;
-
 		const result = await markInboxAsProcessedAction({
 			inboxItemId: itemToProcess.id,
 		});
-
 		if (result.success) {
 			toast.success("Notificação processada!");
 		} else {
@@ -502,10 +357,6 @@ export function InboxPage({
 		}
 	};
 
-	const canPreviousPage = pagination.page > 1;
-	const canNextPage = pagination.page < pagination.totalPages;
-
-	// Prepare default values from inbox item
 	const getDateString = (
 		date: Date | string | null | undefined,
 	): string | null => {
@@ -516,140 +367,29 @@ export function InboxPage({
 
 	const defaultPurchaseDate =
 		getDateString(itemToProcess?.notificationTimestamp) ?? null;
-
 	const defaultName = itemToProcess?.parsedName
 		? itemToProcess.parsedName
 				.toLowerCase()
 				.replace(/\b\w/g, (char) => char.toUpperCase())
 		: null;
-
 	const defaultAmount = itemToProcess?.parsedAmount
 		? String(Math.abs(Number(itemToProcess.parsedAmount)))
 		: null;
 
-	// Match sourceAppName with a cartão to pre-fill card select
 	const matchedCartaoId = useMemo(() => {
 		const appName = itemToProcess?.sourceAppName?.toLowerCase();
 		if (!appName) return null;
-
 		for (const option of cardOptions) {
 			const label = option.label.toLowerCase();
-			if (label.includes(appName) || appName.includes(label)) {
+			if (label.includes(appName) || appName.includes(label))
 				return option.value;
-			}
 		}
 		return null;
 	}, [itemToProcess?.sourceAppName, cardOptions]);
 
-	const renderEmptyState = (message: string) => (
-		<Card className="flex min-h-[50vh] w-full items-center justify-center py-12">
-			<EmptyState
-				media={<RiAtLine className="size-6 text-primary" />}
-				title={message}
-				description="As notificações capturadas pelo app OpenMonetis Companion aparecerão aqui. Saiba mais em Ajustes > Companion."
-			/>
-		</Card>
-	);
-
-	const renderGroupedGrid = (list: InboxItem[], readonly?: boolean) => {
-		if (list.length === 0) {
-			if (activeApp) {
-				return renderEmptyState("Nenhuma notificação deste app");
-			}
-			return renderEmptyState(
-				readonly
-					? "Nenhuma notificação nesta aba"
-					: "Nenhum pré-lançamento pendente",
-			);
-		}
-
-		const groups = groupItemsByDay(list);
-
-		return (
-			<div className="space-y-6">
-				{groups.map((group) => (
-					<div key={group.label}>
-						<div className="mb-3 flex items-center gap-1 text-muted-foreground">
-							<RiCalendarEventLine className="size-3.5 shrink-0" />
-							<p className="text-sm font-medium">{group.label}</p>
-						</div>
-						<div className="grid gap-4 md:grid-cols-2 lg:grid-cols-3">
-							{group.items.map((item) => (
-								<InboxCard
-									key={item.id}
-									item={item}
-									readonly={readonly}
-									appLogoMap={appLogoMap}
-									onProcess={readonly ? undefined : handleProcessRequest}
-									onDiscard={readonly ? undefined : handleDiscardRequest}
-									onViewDetails={readonly ? undefined : handleDetailsRequest}
-									onDelete={readonly ? handleDeleteRequest : undefined}
-									onRestoreToPending={
-										readonly ? handleRestoreRequest : undefined
-									}
-									selected={selectedIds.includes(item.id)}
-									onSelectToggle={toggleSelection}
-								/>
-							))}
-						</div>
-					</div>
-				))}
-			</div>
-		);
-	};
-
-	const renderAppFilter = () => {
-		if (appFilterOptions.length === 0) {
-			return null;
-		}
-
-		return (
-			<Select value={activeApp ?? "all"} onValueChange={handleAppChange}>
-				<SelectTrigger className="w-[190px]">
-					<SelectValue>
-						<span className="flex min-w-0 items-center gap-2">
-							<Image
-								src={activeApp ? getAppLogo(activeApp) : DEFAULT_INBOX_APP_LOGO}
-								alt=""
-								width={20}
-								height={20}
-								className="shrink-0 rounded-full"
-							/>
-							<span className="truncate">{activeApp ?? "Todos"}</span>
-						</span>
-					</SelectValue>
-				</SelectTrigger>
-				<SelectContent>
-					<SelectItem value="all">
-						<span className="flex items-center gap-2">
-							<Image
-								src={DEFAULT_INBOX_APP_LOGO}
-								alt=""
-								width={20}
-								height={20}
-								className="shrink-0 rounded-full"
-							/>
-							<span>Todos</span>
-						</span>
-					</SelectItem>
-					{appFilterOptions.map((app) => (
-						<SelectItem key={app} value={app}>
-							<span className="flex min-w-0 items-center gap-2">
-								<Image
-									src={getAppLogo(app)}
-									alt=""
-									width={20}
-									height={20}
-									className="shrink-0 rounded-full"
-								/>
-								<span className="truncate">{app}</span>
-							</span>
-						</SelectItem>
-					))}
-				</SelectContent>
-			</Select>
-		);
-	};
+	const showTabActions = (status: InboxStatus) =>
+		activeStatus === status &&
+		(appFilterOptions.length > 0 || items.length > 0);
 
 	return (
 		<>
@@ -658,229 +398,106 @@ export function InboxPage({
 				onValueChange={handleTabChange}
 				className="w-full"
 			>
-				<TabsList className="grid h-auto w-full grid-cols-3 sm:inline-flex sm:h-9 sm:grid-cols-none">
-					<TabsTrigger
-						value="pending"
-						disabled={isPending}
-						className="h-11 min-w-0 flex-col gap-0 px-1 text-sm leading-tight sm:h-9 sm:flex-row sm:gap-1 sm:px-4"
-					>
-						<span>Pendentes</span>
-						<span>({counts.pending})</span>
-					</TabsTrigger>
-					<TabsTrigger
-						value="processed"
-						disabled={isPending}
-						className="h-11 min-w-0 flex-col gap-0 px-1 text-sm leading-tight sm:h-9 sm:flex-row sm:gap-1 sm:px-4"
-					>
-						<span>Processados</span>
-						<span>({counts.processed})</span>
-					</TabsTrigger>
-					<TabsTrigger
-						value="discarded"
-						disabled={isPending}
-						className="h-11 min-w-0 flex-col gap-0 px-1 text-sm leading-tight sm:h-9 sm:flex-row sm:gap-1 sm:px-4"
-					>
-						<span>Descartados</span>
-						<span>({counts.discarded})</span>
-					</TabsTrigger>
-				</TabsList>
+				<InboxTabs counts={counts} isPending={isPending} />
 
 				<TabsContent value="pending" className="mt-4">
-					{activeStatus === "pending" &&
-						(appFilterOptions.length > 0 || items.length > 0) && (
-							<div className="mb-4 flex flex-wrap items-center gap-2">
-								{renderAppFilter()}
-								{items.length > 0 ? (
-									<div className="ml-auto flex items-center gap-2">
-										<Button
-											variant="outline"
-											size="sm"
-											onClick={toggleSelectAll}
-										>
-											{allSelected ? "Cancelar seleção" : "Selecionar página"}
-										</Button>
-										{selectedIds.length > 0 && (
-											<Button
-												variant="destructive"
-												size="sm"
-												onClick={() => handleSelectionBulkRequest("pending")}
-											>
-												<RiDeleteBinLine className="mr-1.5 size-4" />
-												Descartar selecionados ({selectedIds.length})
-											</Button>
-										)}
-									</div>
-								) : null}
-							</div>
-						)}
-					{activeStatus === "pending" ? renderGroupedGrid(items, false) : null}
+					{showTabActions("pending") && (
+						<InboxBulkActions
+							status="pending"
+							items={items}
+							activeApp={activeApp}
+							appFilterOptions={appFilterOptions}
+							selectedIds={selectedIds}
+							allSelected={allSelected}
+							appLogoMap={appLogoMap}
+							onAppChange={handleAppChange}
+							onToggleSelectAll={toggleSelectAll}
+							onSelectionBulkRequest={handleSelectionBulkRequest}
+							onBulkDeleteRequest={handleBulkDeleteRequest}
+						/>
+					)}
+					{activeStatus === "pending" && (
+						<InboxItemsList
+							items={items}
+							readonly={false}
+							activeApp={activeApp}
+							appLogoMap={appLogoMap}
+							selectedIds={selectedIds}
+							onProcess={handleProcessRequest}
+							onDiscard={handleDiscardRequest}
+							onViewDetails={handleDetailsRequest}
+							onSelectToggle={toggleSelection}
+						/>
+					)}
 				</TabsContent>
+
 				<TabsContent value="processed" className="mt-4">
-					{activeStatus === "processed" &&
-						(appFilterOptions.length > 0 || items.length > 0) && (
-							<div className="mb-4 flex flex-wrap items-center gap-2">
-								{renderAppFilter()}
-								{items.length > 0 ? (
-									<div className="ml-auto flex items-center gap-2">
-										<Button
-											variant="outline"
-											size="sm"
-											onClick={toggleSelectAll}
-										>
-											{allSelected ? "Cancelar seleção" : "Selecionar página"}
-										</Button>
-										{selectedIds.length > 0 && (
-											<Button
-												variant="destructive"
-												size="sm"
-												onClick={() => handleSelectionBulkRequest("processed")}
-											>
-												<RiDeleteBinLine className="mr-1.5 size-4" />
-												Excluir selecionados ({selectedIds.length})
-											</Button>
-										)}
-										<Button
-											variant="outline"
-											size="sm"
-											onClick={() => handleBulkDeleteRequest("processed")}
-										>
-											<RiDeleteBinLine className="mr-1.5 size-4" />
-											Limpar processados
-										</Button>
-									</div>
-								) : null}
-							</div>
-						)}
-					{activeStatus === "processed" ? renderGroupedGrid(items, true) : null}
+					{showTabActions("processed") && (
+						<InboxBulkActions
+							status="processed"
+							items={items}
+							activeApp={activeApp}
+							appFilterOptions={appFilterOptions}
+							selectedIds={selectedIds}
+							allSelected={allSelected}
+							appLogoMap={appLogoMap}
+							onAppChange={handleAppChange}
+							onToggleSelectAll={toggleSelectAll}
+							onSelectionBulkRequest={handleSelectionBulkRequest}
+							onBulkDeleteRequest={handleBulkDeleteRequest}
+						/>
+					)}
+					{activeStatus === "processed" && (
+						<InboxItemsList
+							items={items}
+							readonly
+							activeApp={activeApp}
+							appLogoMap={appLogoMap}
+							selectedIds={selectedIds}
+							onDelete={handleDeleteRequest}
+							onRestoreToPending={handleRestoreRequest}
+							onSelectToggle={toggleSelection}
+						/>
+					)}
 				</TabsContent>
+
 				<TabsContent value="discarded" className="mt-4">
-					{activeStatus === "discarded" &&
-						(appFilterOptions.length > 0 || items.length > 0) && (
-							<div className="mb-4 flex flex-wrap items-center gap-2">
-								{renderAppFilter()}
-								{items.length > 0 ? (
-									<div className="ml-auto flex items-center gap-2">
-										<Button
-											variant="outline"
-											size="sm"
-											onClick={toggleSelectAll}
-										>
-											{allSelected ? "Cancelar seleção" : "Selecionar página"}
-										</Button>
-										{selectedIds.length > 0 && (
-											<Button
-												variant="destructive"
-												size="sm"
-												onClick={() => handleSelectionBulkRequest("discarded")}
-											>
-												<RiDeleteBinLine className="mr-1.5 size-4" />
-												Excluir selecionados ({selectedIds.length})
-											</Button>
-										)}
-										<Button
-											variant="outline"
-											size="sm"
-											onClick={() => handleBulkDeleteRequest("discarded")}
-										>
-											<RiDeleteBinLine className="mr-1.5 size-4" />
-											Limpar descartados
-										</Button>
-									</div>
-								) : null}
-							</div>
-						)}
-					{activeStatus === "discarded" ? renderGroupedGrid(items, true) : null}
+					{showTabActions("discarded") && (
+						<InboxBulkActions
+							status="discarded"
+							items={items}
+							activeApp={activeApp}
+							appFilterOptions={appFilterOptions}
+							selectedIds={selectedIds}
+							allSelected={allSelected}
+							appLogoMap={appLogoMap}
+							onAppChange={handleAppChange}
+							onToggleSelectAll={toggleSelectAll}
+							onSelectionBulkRequest={handleSelectionBulkRequest}
+							onBulkDeleteRequest={handleBulkDeleteRequest}
+						/>
+					)}
+					{activeStatus === "discarded" && (
+						<InboxItemsList
+							items={items}
+							readonly
+							activeApp={activeApp}
+							appLogoMap={appLogoMap}
+							selectedIds={selectedIds}
+							onDelete={handleDeleteRequest}
+							onRestoreToPending={handleRestoreRequest}
+							onSelectToggle={toggleSelection}
+						/>
+					)}
 				</TabsContent>
 			</Tabs>
 
-			{pagination.totalItems > 0 ? (
-				<div className="flex w-full flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
-					<div className="flex items-center gap-2">
-						<span className="text-sm text-muted-foreground">
-							{pagination.totalItems} notificações
-						</span>
-						<Select
-							disabled={isPending}
-							value={pagination.pageSize.toString()}
-							onValueChange={(value) => {
-								updateUrl(activeStatus, 1, Number(value));
-							}}
-						>
-							<SelectTrigger className="w-max">
-								<SelectValue />
-							</SelectTrigger>
-							<SelectContent>
-								{INBOX_PAGE_SIZE_OPTIONS.map((option) => (
-									<SelectItem key={option} value={option.toString()}>
-										{option} itens
-									</SelectItem>
-								))}
-							</SelectContent>
-						</Select>
-					</div>
-					<div className="flex items-center gap-2">
-						<span className="text-sm text-muted-foreground">
-							Página {pagination.page} de {pagination.totalPages}
-						</span>
-						<div className="flex items-center gap-1">
-							<Button
-								variant="outline"
-								size="icon-sm"
-								onClick={() => updateUrl(activeStatus, 1, pagination.pageSize)}
-								disabled={!canPreviousPage || isPending}
-								aria-label="Primeira página"
-							>
-								<RiArrowLeftDoubleLine className="size-4" />
-							</Button>
-							<Button
-								variant="outline"
-								size="icon-sm"
-								onClick={() =>
-									updateUrl(
-										activeStatus,
-										pagination.page - 1,
-										pagination.pageSize,
-									)
-								}
-								disabled={!canPreviousPage || isPending}
-								aria-label="Página anterior"
-							>
-								<RiArrowLeftSLine className="size-4" />
-							</Button>
-							<Button
-								variant="outline"
-								size="icon-sm"
-								onClick={() =>
-									updateUrl(
-										activeStatus,
-										pagination.page + 1,
-										pagination.pageSize,
-									)
-								}
-								disabled={!canNextPage || isPending}
-								aria-label="Próxima página"
-							>
-								<RiArrowRightSLine className="size-4" />
-							</Button>
-							<Button
-								variant="outline"
-								size="icon-sm"
-								onClick={() =>
-									updateUrl(
-										activeStatus,
-										pagination.totalPages,
-										pagination.pageSize,
-									)
-								}
-								disabled={!canNextPage || isPending}
-								aria-label="Última página"
-							>
-								<RiArrowRightDoubleLine className="size-4" />
-							</Button>
-						</div>
-					</div>
-				</div>
-			) : null}
+			<InboxPagination
+				pagination={pagination}
+				activeStatus={activeStatus}
+				isPending={isPending}
+				onNavigate={updateUrl}
+			/>
 
 			<TransactionDialog
 				mode="create"
@@ -944,7 +561,7 @@ export function InboxPage({
 
 			<ConfirmActionDialog
 				open={bulkDeleteOpen}
-				onOpenChange={handleBulkDeleteOpenChange}
+				onOpenChange={setBulkDeleteOpen}
 				title={`Limpar ${bulkDeleteStatus === "processed" ? "processados" : "descartados"}?`}
 				description={`Todos os itens ${bulkDeleteStatus === "processed" ? "processados" : "descartados"} serão excluídos permanentemente.`}
 				confirmLabel="Limpar tudo"

src/features/inbox/components/inbox-pagination.tsx

@@ -0,0 +1,122 @@
+import {
+	RiArrowLeftDoubleLine,
+	RiArrowLeftSLine,
+	RiArrowRightDoubleLine,
+	RiArrowRightSLine,
+} from "@remixicon/react";
+import {
+	INBOX_DEFAULT_PAGE_SIZE,
+	INBOX_PAGE_SIZE_OPTIONS,
+} from "@/features/inbox/page-helpers";
+import { Button } from "@/shared/components/ui/button";
+import {
+	Select,
+	SelectContent,
+	SelectItem,
+	SelectTrigger,
+	SelectValue,
+} from "@/shared/components/ui/select";
+import type { InboxPaginationState, InboxStatus } from "./types";
+
+type InboxPaginationProps = {
+	pagination: InboxPaginationState;
+	activeStatus: InboxStatus;
+	isPending: boolean;
+	onNavigate: (status: InboxStatus, page: number, pageSize: number) => void;
+};
+
+export function InboxPagination({
+	pagination,
+	activeStatus,
+	isPending,
+	onNavigate,
+}: InboxPaginationProps) {
+	if (pagination.totalItems === 0) return null;
+
+	const canPreviousPage = pagination.page > 1;
+	const canNextPage = pagination.page < pagination.totalPages;
+
+	return (
+		<div className="flex w-full flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
+			<div className="flex items-center gap-2">
+				<span className="text-sm text-muted-foreground">
+					{pagination.totalItems} notificações
+				</span>
+				<Select
+					disabled={isPending}
+					value={pagination.pageSize.toString()}
+					onValueChange={(value) => {
+						onNavigate(activeStatus, 1, Number(value));
+					}}
+				>
+					<SelectTrigger className="w-max">
+						<SelectValue />
+					</SelectTrigger>
+					<SelectContent>
+						{INBOX_PAGE_SIZE_OPTIONS.map((option) => (
+							<SelectItem key={option} value={option.toString()}>
+								{option} itens
+							</SelectItem>
+						))}
+					</SelectContent>
+				</Select>
+			</div>
+			<div className="flex items-center gap-2">
+				<span className="text-sm text-muted-foreground">
+					Página {pagination.page} de {pagination.totalPages}
+				</span>
+				<div className="flex items-center gap-1">
+					<Button
+						variant="outline"
+						size="icon-sm"
+						onClick={() => onNavigate(activeStatus, 1, pagination.pageSize)}
+						disabled={!canPreviousPage || isPending}
+						aria-label="Primeira página"
+					>
+						<RiArrowLeftDoubleLine className="size-4" />
+					</Button>
+					<Button
+						variant="outline"
+						size="icon-sm"
+						onClick={() =>
+							onNavigate(activeStatus, pagination.page - 1, pagination.pageSize)
+						}
+						disabled={!canPreviousPage || isPending}
+						aria-label="Página anterior"
+					>
+						<RiArrowLeftSLine className="size-4" />
+					</Button>
+					<Button
+						variant="outline"
+						size="icon-sm"
+						onClick={() =>
+							onNavigate(activeStatus, pagination.page + 1, pagination.pageSize)
+						}
+						disabled={!canNextPage || isPending}
+						aria-label="Próxima página"
+					>
+						<RiArrowRightSLine className="size-4" />
+					</Button>
+					<Button
+						variant="outline"
+						size="icon-sm"
+						onClick={() =>
+							onNavigate(
+								activeStatus,
+								pagination.totalPages,
+								pagination.pageSize,
+							)
+						}
+						disabled={!canNextPage || isPending}
+						aria-label="Última página"
+					>
+						<RiArrowRightDoubleLine className="size-4" />
+					</Button>
+				</div>
+			</div>
+		</div>
+	);
+}
+
+// Re-export para facilitar uso externo
+export { INBOX_DEFAULT_PAGE_SIZE };

src/features/inbox/components/inbox-tabs.tsx

@@ -0,0 +1,40 @@
+import { TabsList, TabsTrigger } from "@/shared/components/ui/tabs";
+import type { InboxStatus, InboxStatusCounts } from "./types";
+
+type InboxTabsProps = {
+	counts: InboxStatusCounts;
+	isPending: boolean;
+};
+
+export function InboxTabs({ counts, isPending }: InboxTabsProps) {
+	return (
+		<TabsList className="grid h-auto w-full grid-cols-3 sm:inline-flex sm:h-9 sm:grid-cols-none">
+			<TabsTrigger
+				value="pending"
+				disabled={isPending}
+				className="h-11 min-w-0 flex-col gap-0 px-1 text-sm leading-tight sm:h-9 sm:flex-row sm:gap-1 sm:px-4"
+			>
+				<span>Pendentes</span>
+				<span>({counts.pending})</span>
+			</TabsTrigger>
+			<TabsTrigger
+				value="processed"
+				disabled={isPending}
+				className="h-11 min-w-0 flex-col gap-0 px-1 text-sm leading-tight sm:h-9 sm:flex-row sm:gap-1 sm:px-4"
+			>
+				<span>Processados</span>
+				<span>({counts.processed})</span>
+			</TabsTrigger>
+			<TabsTrigger
+				value="discarded"
+				disabled={isPending}
+				className="h-11 min-w-0 flex-col gap-0 px-1 text-sm leading-tight sm:h-9 sm:flex-row sm:gap-1 sm:px-4"
+			>
+				<span>Descartados</span>
+				<span>({counts.discarded})</span>
+			</TabsTrigger>
+		</TabsList>
+	);
+}
+
+export type { InboxStatus, InboxStatusCounts };

src/features/insights/actions/aggregate.ts

@@ -9,6 +9,7 @@ import {
 	transactions,
 } from "@/db/schema";
 import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
+import { excludeTransactionsFromExcludedAccounts } from "@/shared/lib/accounts/query-filters";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
 import { safeToNumber } from "@/shared/utils/number";
@@ -36,12 +37,14 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 		transactionType,
 		excludeTransfers = true,
 		excludeAutoInvoice = true,
+		excludeExcludedAccounts = true,
 	}: {
 		period?: string;
 		periods?: string[];
 		transactionType?: string;
 		excludeTransfers?: boolean;
 		excludeAutoInvoice?: boolean;
+		excludeExcludedAccounts?: boolean;
 	}) => {
 		const conditions = [eq(transactions.userId, userId), adminPayerCondition];
 
@@ -60,6 +63,9 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 		if (excludeAutoInvoice) {
 			conditions.push(autoInvoiceExclusion);
 		}
+		if (excludeExcludedAccounts) {
+			conditions.push(excludeTransactionsFromExcludedAccounts());
+		}
 
 		return conditions;
 	};
@@ -84,6 +90,10 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 				totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
 			})
 			.from(transactions)
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(and(...buildAdminTransactionConditions({ period })))
 			.groupBy(transactions.transactionType),
 		db
@@ -92,6 +102,10 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 				totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
 			})
 			.from(transactions)
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(
 				and(...buildAdminTransactionConditions({ period: previousPeriod })),
 			)
@@ -102,6 +116,10 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 				totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
 			})
 			.from(transactions)
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(and(...buildAdminTransactionConditions({ period: twoMonthsAgo })))
 			.groupBy(transactions.transactionType),
 		db
@@ -110,6 +128,10 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 				totalAmount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
 			})
 			.from(transactions)
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(
 				and(...buildAdminTransactionConditions({ period: threeMonthsAgo })),
 			)
@@ -121,6 +143,10 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 			})
 			.from(transactions)
 			.innerJoin(categories, eq(transactions.categoryId, categories.id))
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(
 				and(
 					...buildAdminTransactionConditions({
@@ -137,7 +163,7 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 			.select({
 				categoryName: categories.name,
 				budgetAmount: budgets.amount,
-				spent: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
+				spent: sql<number>`coalesce(sum(case when ${excludeTransactionsFromExcludedAccounts()} then ${transactions.amount} else 0 end), 0)`,
 			})
 			.from(budgets)
 			.innerJoin(categories, eq(budgets.categoryId, categories.id))
@@ -152,6 +178,10 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 					autoInvoiceExclusion,
 				),
 			)
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(and(eq(budgets.userId, userId), eq(budgets.period, period)))
 			.groupBy(categories.name, budgets.amount),
 		db
@@ -180,6 +210,10 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 				transactionCount: sql<number>`count(*)`,
 			})
 			.from(transactions)
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(and(...buildAdminTransactionConditions({ period }))),
 		db
 			.select({
@@ -187,6 +221,10 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 				amount: transactions.amount,
 			})
 			.from(transactions)
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(
 				and(
 					...buildAdminTransactionConditions({
@@ -201,6 +239,10 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 				total: sql<number>`coalesce(sum(abs(${transactions.amount})), 0)`,
 			})
 			.from(transactions)
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(
 				and(
 					...buildAdminTransactionConditions({
@@ -222,6 +264,10 @@ async function aggregateMonthDataInternal(userId: string, period: string) {
 			})
 			.from(transactions)
 			.leftJoin(categories, eq(transactions.categoryId, categories.id))
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(
 				and(
 					...buildAdminTransactionConditions({

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

@@ -6,6 +6,7 @@ import {
 	RiSaveLine,
 	RiSparklingLine,
 } from "@remixicon/react";
+import { useQueryClient } from "@tanstack/react-query";
 import { format } from "date-fns";
 import { ptBR } from "date-fns/locale";
 import { useEffect, useState, useTransition } from "react";
@@ -13,10 +14,13 @@ import { toast } from "sonner";
 import {
 	deleteSavedInsightsAction,
 	generateInsightsAction,
-	loadSavedInsightsAction,
 	saveInsightsAction,
 } from "@/features/insights/actions";
 import { DEFAULT_MODEL } from "@/features/insights/constants";
+import {
+	savedInsightsQueryKey,
+	useSavedInsights,
+} from "@/features/insights/hooks/use-saved-insights";
 import { EmptyState } from "@/shared/components/empty-state";
 import { Alert, AlertDescription } from "@/shared/components/ui/alert";
 import { Button } from "@/shared/components/ui/button";
@@ -32,47 +36,47 @@ interface InsightsPageProps {
 }
 
 export function InsightsPage({ period, onAnalyze }: InsightsPageProps) {
-	const [selectedModel, setSelectedModel] = useState(DEFAULT_MODEL);
-	const [insights, setInsights] = useState<InsightsResponse | null>(null);
+	const queryClient = useQueryClient();
+	const savedInsightsQuery = useSavedInsights(period);
 	const [isPending, startTransition] = useTransition();
 	const [isSaving, startSaveTransition] = useTransition();
+	const [draftInsights, setDraftInsights] = useState<InsightsResponse | null>(
+		null,
+	);
+	const [selectedModelOverride, setSelectedModelOverride] = useState<
+		string | null
+	>(null);
 	const [error, setError] = useState<string | null>(null);
-	const [isSaved, setIsSaved] = useState(false);
-	const [savedDate, setSavedDate] = useState<Date | null>(null);
-	const [isLoading, setIsLoading] = useState(true);
+	const savedInsights = savedInsightsQuery.data ?? null;
+	const insights = draftInsights ?? savedInsights?.insights ?? null;
+	const selectedModel =
+		selectedModelOverride ?? savedInsights?.modelId ?? DEFAULT_MODEL;
+	const isSaved = draftInsights === null && savedInsights !== null;
+	const savedDate = isSaved ? (savedInsights?.createdAt ?? null) : null;
+	const isLoadingSavedInsights =
+		savedInsightsQuery.isLoading && draftInsights === null;
+	const savedInsightsError =
+		draftInsights === null && savedInsightsQuery.error instanceof Error
+			? savedInsightsQuery.error.message
+			: null;
 
-	// Carregar insights salvos ao montar o componente
 	useEffect(() => {
-		const loadSaved = async () => {
-			try {
-				const result = await loadSavedInsightsAction(period);
-				if (result.success && result.data) {
-					setInsights(result.data.insights);
-					setSelectedModel(result.data.modelId);
-					setIsSaved(true);
-					setSavedDate(result.data.createdAt);
-				}
-			} catch (err) {
-				console.error("Error loading saved insights:", err);
-			} finally {
-				setIsLoading(false);
-			}
-		};
-
-		loadSaved();
+		void period;
+		setDraftInsights(null);
+		setSelectedModelOverride(null);
+		setError(null);
 	}, [period]);
 
 	const handleAnalyze = () => {
 		setError(null);
-		setIsSaved(false);
-		setSavedDate(null);
 		onAnalyze?.();
 		startTransition(async () => {
 			try {
 				const result = await generateInsightsAction(period, selectedModel);
 
 				if (result.success) {
-					setInsights(result.data);
+					setDraftInsights(result.data);
+					setSelectedModelOverride(selectedModel);
 					toast.success("Insights gerados com sucesso!");
 				} else {
 					setError(result.error);
@@ -99,8 +103,13 @@ export function InsightsPage({ period, onAnalyze }: InsightsPageProps) {
 				);
 
 				if (result.success) {
-					setIsSaved(true);
-					setSavedDate(result.data.createdAt);
+					queryClient.setQueryData(savedInsightsQueryKey(period), {
+						insights,
+						modelId: selectedModel,
+						createdAt: result.data.createdAt.toISOString(),
+					});
+					setDraftInsights(null);
+					setSelectedModelOverride(null);
 					toast.success("Análise salva com sucesso!");
 				} else {
 					toast.error(result.error);
@@ -113,13 +122,16 @@ export function InsightsPage({ period, onAnalyze }: InsightsPageProps) {
 	};
 
 	const handleDelete = () => {
+		if (!insights) return;
+
 		startSaveTransition(async () => {
 			try {
 				const result = await deleteSavedInsightsAction(period);
 
 				if (result.success) {
-					setIsSaved(false);
-					setSavedDate(null);
+					queryClient.setQueryData(savedInsightsQueryKey(period), null);
+					setDraftInsights(insights);
+					setSelectedModelOverride(selectedModel);
 					toast.success("Análise removida com sucesso!");
 				} else {
 					toast.error(result.error);
@@ -148,7 +160,7 @@ export function InsightsPage({ period, onAnalyze }: InsightsPageProps) {
 			{/* Model Selector */}
 			<ModelSelector
 				value={selectedModel}
-				onValueChange={setSelectedModel}
+				onValueChange={setSelectedModelOverride}
 				disabled={isPending}
 			/>
 
@@ -156,7 +168,7 @@ export function InsightsPage({ period, onAnalyze }: InsightsPageProps) {
 			<div className="flex items-center gap-3 flex-wrap">
 				<Button
 					onClick={handleAnalyze}
-					disabled={isPending || isLoading}
+					disabled={isPending || isLoadingSavedInsights}
 					className="bg-linear-to-r from-primary via-violet-400 to-cyan-400 dark:from-primary-dark dark:to-cyan-600"
 				>
 					<RiSparklingLine className="mr-2 size-5" aria-hidden="true" />
@@ -166,7 +178,7 @@ export function InsightsPage({ period, onAnalyze }: InsightsPageProps) {
 				{insights && !error && (
 					<Button
 						onClick={isSaved ? handleDelete : handleSave}
-						disabled={isSaving || isPending || isLoading}
+						disabled={isSaving || isPending || isLoadingSavedInsights}
 						variant={isSaved ? "destructive" : "outline"}
 					>
 						{isSaved ? (
@@ -195,23 +207,43 @@ export function InsightsPage({ period, onAnalyze }: InsightsPageProps) {
 
 			{/* Content Area */}
 			<div className="min-h-[400px]">
-				{(isPending || isLoading) && <LoadingState />}
-				{!isPending && !isLoading && !insights && !error && (
-					<Card className="flex min-h-[50vh] w-full items-center justify-center py-12">
-						<EmptyState
-							media={<RiSparklingLine className="size-6 text-primary" />}
-							title="Nenhuma análise realizada"
-							description="Clique no botão acima para gerar insights inteligentes sobre seus
+				{(isPending || isLoadingSavedInsights) && <LoadingState />}
+				{!isPending &&
+					!isLoadingSavedInsights &&
+					!insights &&
+					!error &&
+					!savedInsightsError && (
+						<Card className="flex min-h-[50vh] w-full items-center justify-center py-12">
+							<EmptyState
+								media={<RiSparklingLine className="size-6 text-primary" />}
+								title="Nenhuma análise realizada"
+								description="Clique no botão acima para gerar insights inteligentes sobre seus
           dados financeiros do mês selecionado."
+							/>
+						</Card>
+					)}
+				{!isPending && !isLoadingSavedInsights && error && (
+					<ErrorState
+						title="Erro ao gerar insights"
+						error={error}
+						onRetry={handleAnalyze}
+					/>
+				)}
+				{!isPending &&
+					!isLoadingSavedInsights &&
+					!error &&
+					savedInsightsError && (
+						<ErrorState
+							title="Erro ao carregar insights salvos"
+							error={savedInsightsError}
+							onRetry={() => void savedInsightsQuery.refetch()}
 						/>
-					</Card>
-				)}
-				{!isPending && !isLoading && error && (
-					<ErrorState error={error} onRetry={handleAnalyze} />
-				)}
-				{!isPending && !isLoading && insights && !error && (
-					<InsightsGrid insights={insights} />
-				)}
+					)}
+				{!isPending &&
+					!isLoadingSavedInsights &&
+					insights &&
+					!error &&
+					!savedInsightsError && <InsightsGrid insights={insights} />}
 			</div>
 		</div>
 	);
@@ -258,18 +290,18 @@ function LoadingState() {
 }
 
 function ErrorState({
+	title,
 	error,
 	onRetry,
 }: {
+	title: string;
 	error: string;
 	onRetry: () => void;
 }) {
 	return (
 		<div className="flex flex-col items-center justify-center gap-4 py-12 px-4 text-center">
 			<div className="flex flex-col gap-2">
-				<h3 className="text-lg font-medium text-destructive">
-					Erro ao gerar insights
-				</h3>
+				<h3 className="text-lg font-medium text-destructive">{title}</h3>
 				<p className="text-sm text-muted-foreground max-w-md">{error}</p>
 			</div>
 			<Button onClick={onRetry} variant="outline">

src/features/insights/hooks/use-saved-insights.ts

@@ -0,0 +1,32 @@
+"use client";
+
+import { useQuery } from "@tanstack/react-query";
+import { z } from "zod";
+import type { SavedInsightsRecord } from "@/features/insights/queries";
+import { fetchJson } from "@/shared/lib/fetch-json";
+import { InsightsResponseSchema } from "@/shared/lib/schemas/insights";
+
+const savedInsightsRecordSchema = z.object({
+	insights: InsightsResponseSchema,
+	modelId: z.string().min(1),
+	createdAt: z.string().min(1),
+});
+
+export const savedInsightsQueryKey = (period: string) =>
+	["insights", "saved", period] as const;
+
+export function useSavedInsights(period: string) {
+	return useQuery({
+		queryKey: savedInsightsQueryKey(period),
+		queryFn: async () => {
+			const params = new URLSearchParams({ period });
+			const payload = await fetchJson<SavedInsightsRecord | null>(
+				`/api/insights/saved?${params.toString()}`,
+			);
+
+			return payload === null ? null : savedInsightsRecordSchema.parse(payload);
+		},
+		enabled: Boolean(period),
+		staleTime: 60_000,
+	});
+}

src/features/insights/queries.ts

@@ -0,0 +1,49 @@
+import { and, eq } from "drizzle-orm";
+import { z } from "zod";
+import { savedInsights } from "@/db/schema";
+import { db } from "@/shared/lib/db";
+import {
+	type InsightsResponse,
+	InsightsResponseSchema,
+} from "@/shared/lib/schemas/insights";
+
+export const savedInsightsPeriodSchema = z
+	.string()
+	.regex(/^\d{4}-\d{2}$/, "Período inválido (formato esperado: YYYY-MM)");
+
+export type SavedInsightsRecord = {
+	insights: InsightsResponse;
+	modelId: string;
+	createdAt: string;
+};
+
+export async function fetchSavedInsights(
+	userId: string,
+	period: string,
+): Promise<SavedInsightsRecord | null> {
+	const validatedPeriod = savedInsightsPeriodSchema.parse(period);
+
+	const result = await db
+		.select()
+		.from(savedInsights)
+		.where(
+			and(
+				eq(savedInsights.userId, userId),
+				eq(savedInsights.period, validatedPeriod),
+			),
+		)
+		.limit(1);
+
+	if (result.length === 0) {
+		return null;
+	}
+
+	const saved = result[0];
+	const insights = InsightsResponseSchema.parse(JSON.parse(saved.data));
+
+	return {
+		insights,
+		modelId: saved.modelId,
+		createdAt: saved.createdAt.toISOString(),
+	};
+}

src/features/reports/category-chart-queries.ts

@@ -1,6 +1,7 @@
 import { and, eq, inArray, isNull, or, sql } from "drizzle-orm";
-import { categories, transactions } from "@/db/schema";
+import { categories, financialAccounts, transactions } from "@/db/schema";
 import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
+import { excludeTransactionsFromExcludedAccounts } from "@/shared/lib/accounts/query-filters";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
 import { safeToNumber as toNumber } from "@/shared/utils/number";
@@ -49,6 +50,7 @@ export async function fetchCategoryChartData(
 			isNull(transactions.note),
 			sql`${transactions.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
 		),
+		excludeTransactionsFromExcludedAccounts(),
 	];
 
 	if (categoryIds && categoryIds.length > 0) {
@@ -67,6 +69,10 @@ export async function fetchCategoryChartData(
 			})
 			.from(transactions)
 			.innerJoin(categories, eq(transactions.categoryId, categories.id))
+			.leftJoin(
+				financialAccounts,
+				eq(transactions.accountId, financialAccounts.id),
+			)
 			.where(and(...whereConditions))
 			.groupBy(
 				categories.id,

src/features/reports/category-report-queries.ts

@@ -1,6 +1,7 @@
 import { and, eq, inArray, isNull, or, sql } from "drizzle-orm";
-import { categories, transactions } from "@/db/schema";
+import { categories, financialAccounts, transactions } from "@/db/schema";
 import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
+import { excludeTransactionsFromExcludedAccounts } from "@/shared/lib/accounts/query-filters";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
 import { safeToNumber as toNumber } from "@/shared/utils/number";
@@ -43,6 +44,7 @@ export async function fetchCategoryReport(
 			isNull(transactions.note),
 			sql`${transactions.note} NOT LIKE ${`${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`}`,
 		),
+		excludeTransactionsFromExcludedAccounts(),
 	];
 
 	// Add optional category filter
@@ -62,6 +64,10 @@ export async function fetchCategoryReport(
 		})
 		.from(transactions)
 		.innerJoin(categories, eq(transactions.categoryId, categories.id))
+		.leftJoin(
+			financialAccounts,
+			eq(transactions.accountId, financialAccounts.id),
+		)
 		.where(and(...whereConditions))
 		.groupBy(
 			categories.id,

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

@@ -33,7 +33,7 @@ interface CategoryReportExportProps {
 	filters: FilterState;
 }
 
-const loadXlsx = () => import("xlsx");
+const loadExcelJS = () => import("exceljs");
 
 const loadPdfDeps = async () => {
 	const [{ default: jsPDF }, { default: autoTable }] = await Promise.all([
@@ -134,7 +134,7 @@ export function CategoryReportExport({
 	const exportToExcel = async () => {
 		try {
 			setIsExporting(true);
-			const XLSX = await loadXlsx();
+			const ExcelJS = await loadExcelJS();
 
 			// Build data array
 			const headers = [
@@ -179,20 +179,32 @@ export function CategoryReportExport({
 			totalsRow.push(formatCurrency(data.grandTotal));
 			rows.push(totalsRow);
 
-			// Create worksheet
-			const ws = XLSX.utils.aoa_to_sheet([headers, ...rows]);
+			// Create workbook and worksheet
+			const workbook = new ExcelJS.Workbook();
+			const ws = workbook.addWorksheet("Relatório de Categorias");
+
+			ws.addRows([headers, ...rows]);
 
 			// Set column widths
-			ws["!cols"] = [
-				{ wch: 20 }, // Category
-				...data.periods.map(() => ({ wch: 15 })), // Periods
-				{ wch: 15 }, // Total
-			];
+			ws.getColumn(1).width = 20;
+			for (let i = 0; i < data.periods.length; i++) {
+				ws.getColumn(i + 2).width = 15;
+			}
+			ws.getColumn(data.periods.length + 2).width = 15;
 
-			// Create workbook and download
-			const wb = XLSX.utils.book_new();
-			XLSX.utils.book_append_sheet(wb, ws, "Relatório de Categorias");
-			XLSX.writeFile(wb, getFileName("xlsx"));
+			// Download
+			const buffer = await workbook.xlsx.writeBuffer();
+			const blob = new Blob([buffer], {
+				type: "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+			});
+			const url = URL.createObjectURL(blob);
+			const link = document.createElement("a");
+			link.href = url;
+			link.download = getFileName("xlsx");
+			document.body.appendChild(link);
+			link.click();
+			document.body.removeChild(link);
+			URL.revokeObjectURL(url);
 
 			toast.success("Relatório exportado em Excel com sucesso!");
 		} catch (error) {

src/features/reports/establishments/queries.ts

@@ -19,6 +19,7 @@ import {
 	ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
 	INITIAL_BALANCE_NOTE,
 } from "@/shared/lib/accounts/constants";
+import { excludeTransactionsFromExcludedAccounts } from "@/shared/lib/accounts/query-filters";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
 import { safeToNumber } from "@/shared/utils/number";
@@ -118,6 +119,7 @@ export async function fetchTopEstablishmentsData(
 			isNull(financialAccounts.excludeInitialBalanceFromIncome),
 			eq(financialAccounts.excludeInitialBalanceFromIncome, false),
 		),
+		excludeTransactionsFromExcludedAccounts(),
 	] as const;
 
 	// Fetch establishments with transaction count and total amount

src/features/settings/actions.ts

@@ -610,7 +610,7 @@ const revokeApiTokenSchema = z.object({
 });
 
 function generateSecureToken(): string {
-	const prefix = "os";
+	const prefix = "opm";
 	const randomPart = randomBytes(32).toString("base64url");
 	return `${prefix}_${randomPart}`;
 }
@@ -649,7 +649,7 @@ export async function createApiTokenAction(
 				name: validated.name,
 				tokenHash,
 				tokenPrefix,
-				expiresAt: null, // No expiration for now
+				expiresAt: new Date(Date.now() + 365 * 24 * 60 * 60 * 1000), // 1 ano
 			})
 			.returning({ id: apiTokens.id });
 

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

@@ -16,6 +16,7 @@ import {
 } from "@/shared/lib/payers/notifications";
 import type { ActionResult } from "@/shared/lib/types/actions";
 import { addMonthsToDate, parseLocalDateString } from "@/shared/utils/date";
+import { addMonthsToPeriod, parsePeriod } from "@/shared/utils/period";
 import {
 	centsToDecimalString,
 	type DeleteBulkInput,
@@ -26,6 +27,8 @@ import {
 	fetchOwnedCardIds,
 	fetchOwnedCategoryIds,
 	fetchOwnedPayerIds,
+	formatPaidInvoicePeriods,
+	getPaidInvoicePeriods,
 	type MassAddInput,
 	massAddSchema,
 	resolvePeriod,
@@ -37,6 +40,12 @@ import {
 	validateAllOwnership,
 } from "./core";
 
+const getPeriodOffset = (basePeriod: string, targetPeriod: string) => {
+	const base = parsePeriod(basePeriod);
+	const target = parsePeriod(targetPeriod);
+	return (target.year - base.year) * 12 + (target.month - base.month);
+};
+
 export async function deleteTransactionBulkAction(
 	input: DeleteBulkInput,
 ): Promise<ActionResult> {
@@ -164,8 +173,10 @@ export async function updateTransactionBulkAction(
 				period: true,
 				condition: true,
 				transactionType: true,
+				paymentMethod: true,
 				purchaseDate: true,
 				payerId: true,
+				cardId: true,
 			},
 			where: and(
 				eq(transactions.id, data.id),
@@ -204,6 +215,8 @@ export async function updateTransactionBulkAction(
 
 		const hasDueDateUpdate = data.dueDate !== undefined;
 		const hasBoletoPaymentDateUpdate = data.boletoPaymentDate !== undefined;
+		const hasPurchaseDateUpdate = data.purchaseDate !== undefined;
+		const hasPeriodUpdate = data.period !== undefined;
 
 		const baseDueDate =
 			hasDueDateUpdate && data.dueDate
@@ -218,8 +231,13 @@ export async function updateTransactionBulkAction(
 				: hasBoletoPaymentDateUpdate
 					? null
 					: undefined;
-
-		const basePurchaseDate = existing.purchaseDate ?? null;
+		const referencePurchaseDate = existing.purchaseDate ?? null;
+		const basePurchaseDate =
+			hasPurchaseDateUpdate && data.purchaseDate
+				? parseLocalDateString(data.purchaseDate)
+				: undefined;
+		const basePeriod = hasPeriodUpdate ? data.period : undefined;
+		const targetCardId = data.cardId ?? existing.cardId ?? null;
 
 		const buildDueDateForRecord = (recordPurchaseDate: Date | null) => {
 			if (!hasDueDateUpdate) {
@@ -230,18 +248,48 @@ export async function updateTransactionBulkAction(
 				return null;
 			}
 
-			if (!basePurchaseDate || !recordPurchaseDate) {
+			if (!referencePurchaseDate || !recordPurchaseDate) {
 				return baseDueDate;
 			}
 
 			const monthDiff =
-				(recordPurchaseDate.getFullYear() - basePurchaseDate.getFullYear()) *
+				(recordPurchaseDate.getFullYear() -
+					referencePurchaseDate.getFullYear()) *
 					12 +
-				(recordPurchaseDate.getMonth() - basePurchaseDate.getMonth());
+				(recordPurchaseDate.getMonth() - referencePurchaseDate.getMonth());
 
 			return addMonthsToDate(baseDueDate, monthDiff);
 		};
 
+		const buildPurchaseDateForRecord = (record: {
+			purchaseDate: Date | null;
+			period: string;
+		}) => {
+			if (!basePurchaseDate) {
+				return undefined;
+			}
+
+			if (existing.condition === "Recorrente" && existing.period) {
+				const offset = getPeriodOffset(existing.period, record.period);
+				return addMonthsToDate(basePurchaseDate, offset);
+			}
+
+			return basePurchaseDate;
+		};
+
+		const buildPeriodForRecord = (record: { period: string }) => {
+			if (!basePeriod) {
+				return undefined;
+			}
+
+			if (existing.period) {
+				const offset = getPeriodOffset(existing.period, record.period);
+				return addMonthsToPeriod(basePeriod, offset);
+			}
+
+			return basePeriod;
+		};
+
 		const serializeDateKey = (value: Date | null | undefined) => {
 			if (value === undefined) {
 				return "undefined";
@@ -252,8 +300,51 @@ export async function updateTransactionBulkAction(
 			return String(value.getTime());
 		};
 
+		const ensureTargetInvoicesAreOpen = async (
+			records: Array<{ period: string }>,
+		) => {
+			if (
+				existing.paymentMethod !== "Cartão de crédito" ||
+				!targetCardId ||
+				(!hasPurchaseDateUpdate &&
+					!hasPeriodUpdate &&
+					data.cardId === undefined)
+			) {
+				return null;
+			}
+
+			const movedPeriods = new Set<string>();
+
+			for (const record of records) {
+				const targetPeriodForRecord =
+					buildPeriodForRecord(record) ?? record.period;
+				const cardChanged = targetCardId !== existing.cardId;
+				const periodChanged = targetPeriodForRecord !== record.period;
+
+				if (cardChanged || periodChanged) {
+					movedPeriods.add(targetPeriodForRecord);
+				}
+			}
+
+			if (movedPeriods.size === 0) {
+				return null;
+			}
+
+			const paidPeriods = await getPaidInvoicePeriods(user.id, targetCardId, [
+				...movedPeriods,
+			]);
+
+			if (paidPeriods.length === 0) {
+				return null;
+			}
+
+			return `As faturas dos meses ${formatPaidInvoicePeriods(
+				paidPeriods,
+			)} já estão pagas. Desfaça o pagamento antes de mover este lançamento.`;
+		};
+
 		const applyUpdates = async (
-			records: Array<{ id: string; purchaseDate: Date | null }>,
+			records: Array<{ id: string; purchaseDate: Date | null; period: string }>,
 		) => {
 			if (records.length === 0) {
 				return;
@@ -269,10 +360,20 @@ export async function updateTransactionBulkAction(
 
 			for (const record of records) {
 				const dueDateForRecord = buildDueDateForRecord(record.purchaseDate);
+				const purchaseDateForRecord = buildPurchaseDateForRecord(record);
+				const periodForRecord = buildPeriodForRecord(record);
 				const perRecordPayload: Record<string, unknown> = {
 					...baseUpdatePayload,
 				};
 
+				if (purchaseDateForRecord !== undefined) {
+					perRecordPayload.purchaseDate = purchaseDateForRecord;
+				}
+
+				if (periodForRecord !== undefined) {
+					perRecordPayload.period = periodForRecord;
+				}
+
 				if (dueDateForRecord !== undefined) {
 					perRecordPayload.dueDate = dueDateForRecord;
 				}
@@ -282,6 +383,8 @@ export async function updateTransactionBulkAction(
 				}
 
 				const groupKey = [
+					serializeDateKey(purchaseDateForRecord),
+					periodForRecord ?? "undefined",
 					serializeDateKey(dueDateForRecord),
 					serializeDateKey(
 						hasBoletoPaymentDateUpdate
@@ -318,12 +421,19 @@ export async function updateTransactionBulkAction(
 		};
 
 		if (data.scope === "current") {
-			await applyUpdates([
+			const currentRecords = [
 				{
 					id: data.id,
 					purchaseDate: existing.purchaseDate ?? null,
+					period: existing.period,
 				},
-			]);
+			];
+			const invoiceError = await ensureTargetInvoicesAreOpen(currentRecords);
+			if (invoiceError) {
+				return { success: false, error: invoiceError };
+			}
+
+			await applyUpdates(currentRecords);
 
 			revalidate(user.id);
 			return { success: true, message: "Lançamento atualizado com sucesso." };
@@ -338,7 +448,7 @@ export async function updateTransactionBulkAction(
 			}
 
 			const periodLancamentos = await db.query.transactions.findMany({
-				columns: { id: true, purchaseDate: true },
+				columns: { id: true, purchaseDate: true, period: true },
 				where: and(
 					eq(transactions.seriesId, existing.seriesId),
 					eq(transactions.userId, user.id),
@@ -347,10 +457,16 @@ export async function updateTransactionBulkAction(
 				orderBy: asc(transactions.purchaseDate),
 			});
 
+			const invoiceError = await ensureTargetInvoicesAreOpen(periodLancamentos);
+			if (invoiceError) {
+				return { success: false, error: invoiceError };
+			}
+
 			await applyUpdates(
 				periodLancamentos.map((item: (typeof periodLancamentos)[number]) => ({
 					id: item.id,
 					purchaseDate: item.purchaseDate ?? null,
+					period: item.period,
 				})),
 			);
 
@@ -370,6 +486,7 @@ export async function updateTransactionBulkAction(
 				columns: {
 					id: true,
 					purchaseDate: true,
+					period: true,
 				},
 				where: and(
 					eq(transactions.seriesId, existing.seriesId),
@@ -380,10 +497,16 @@ export async function updateTransactionBulkAction(
 				orderBy: asc(transactions.purchaseDate),
 			});
 
+			const invoiceError = await ensureTargetInvoicesAreOpen(futureLancamentos);
+			if (invoiceError) {
+				return { success: false, error: invoiceError };
+			}
+
 			await applyUpdates(
 				futureLancamentos.map((item: (typeof futureLancamentos)[number]) => ({
 					id: item.id,
 					purchaseDate: item.purchaseDate ?? null,
+					period: item.period,
 				})),
 			);
 
@@ -399,6 +522,7 @@ export async function updateTransactionBulkAction(
 				columns: {
 					id: true,
 					purchaseDate: true,
+					period: true,
 				},
 				where: and(
 					eq(transactions.seriesId, existing.seriesId),
@@ -408,10 +532,16 @@ export async function updateTransactionBulkAction(
 				orderBy: asc(transactions.purchaseDate),
 			});
 
+			const invoiceError = await ensureTargetInvoicesAreOpen(allLancamentos);
+			if (invoiceError) {
+				return { success: false, error: invoiceError };
+			}
+
 			await applyUpdates(
 				allLancamentos.map((item: (typeof allLancamentos)[number]) => ({
 					id: item.id,
 					purchaseDate: item.purchaseDate ?? null,
+					period: item.period,
 				})),
 			);
 

src/features/transactions/actions/core.ts

@@ -4,6 +4,7 @@ import {
 	cards,
 	categories,
 	financialAccounts,
+	invoices,
 	payers,
 	type transactions,
 } from "@/db/schema";
@@ -20,9 +21,10 @@ import {
 } from "@/shared/lib/accounts/constants";
 import { revalidateForEntity } from "@/shared/lib/actions/helpers";
 import { db } from "@/shared/lib/db";
+import { INVOICE_PAYMENT_STATUS } from "@/shared/lib/invoices";
 import { noteSchema, uuidSchema } from "@/shared/lib/schemas/common";
 import { addMonthsToDate, parseLocalDateString } from "@/shared/utils/date";
-import { addMonthsToPeriod } from "@/shared/utils/period";
+import { addMonthsToPeriod, MONTH_NAMES } from "@/shared/utils/period";
 
 // ============================================================================
 // Authorization Validation Functions
@@ -662,6 +664,43 @@ export const buildLancamentoRecords = ({
 	return records;
 };
 
+export const formatPaidInvoicePeriods = (periods: string[]) =>
+	periods
+		.map((period) => {
+			const [year, month] = period.split("-");
+			const monthName = MONTH_NAMES[Number(month) - 1] ?? month;
+			return `${monthName}/${year}`;
+		})
+		.join(", ");
+
+export async function getPaidInvoicePeriods(
+	userId: string,
+	cardId: string,
+	periods: string[],
+) {
+	if (periods.length === 0) {
+		return [];
+	}
+
+	const rows = await db.query.invoices.findMany({
+		columns: { period: true },
+		where: and(
+			eq(invoices.userId, userId),
+			eq(invoices.cardId, cardId),
+			eq(invoices.paymentStatus, INVOICE_PAYMENT_STATUS.PAID),
+			inArray(invoices.period, periods),
+		),
+	});
+
+	return [
+		...new Set(
+			rows
+				.map((row) => row.period)
+				.filter((period): period is string => Boolean(period)),
+		),
+	];
+}
+
 export const deleteBulkSchema = z.object({
 	id: uuidSchema("Lançamento"),
 	scope: z.enum(["current", "period", "future", "all"], {
@@ -676,6 +715,20 @@ export const updateBulkSchema = z.object({
 	scope: z.enum(["current", "period", "future", "all"], {
 		message: "Escopo de ação inválido.",
 	}),
+	purchaseDate: z
+		.string()
+		.trim()
+		.refine((value) => !value || isValidDateInput(value), {
+			message: "Data da transação inválida.",
+		})
+		.optional(),
+	period: z
+		.string()
+		.trim()
+		.regex(/^(\d{4})-(\d{2})$/, {
+			message: "Selecione um período válido.",
+		})
+		.optional(),
 	name: z
 		.string({ message: "Informe o estabelecimento." })
 		.trim()

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

@@ -1,18 +1,16 @@
 "use server";
 
 import { randomUUID } from "node:crypto";
-import { and, eq, inArray } from "drizzle-orm";
+import { and, eq } from "drizzle-orm";
 import {
 	attachments,
 	financialAccounts,
-	invoices,
 	transactionAttachments,
 	transactions,
 } from "@/db/schema";
 import { handleActionError } from "@/shared/lib/actions/helpers";
 import { getUser } from "@/shared/lib/auth/server";
 import { db } from "@/shared/lib/db";
-import { INVOICE_PAYMENT_STATUS } from "@/shared/lib/invoices";
 import {
 	buildEntriesByPayer,
 	sendPayerAutoEmails,
@@ -23,7 +21,6 @@ import {
 	getBusinessTodayDate,
 	parseLocalDateString,
 } from "@/shared/utils/date";
-import { MONTH_NAMES } from "@/shared/utils/period";
 import { cleanupAttachmentsAfterTransactionDelete } from "./attachments";
 import {
 	buildLancamentoRecords,
@@ -33,6 +30,8 @@ import {
 	createSchema,
 	type DeleteInput,
 	deleteSchema,
+	formatPaidInvoicePeriods,
+	getPaidInvoicePeriods,
 	isInitialBalanceLancamento,
 	resolvePeriod,
 	resolveUserLabel,
@@ -118,27 +117,18 @@ export async function createTransactionAction(
 				),
 			];
 
-			const paidInvoices = await db.query.invoices.findMany({
-				columns: { period: true },
-				where: and(
-					eq(invoices.userId, user.id),
-					eq(invoices.cardId, data.cardId),
-					eq(invoices.paymentStatus, INVOICE_PAYMENT_STATUS.PAID),
-					inArray(invoices.period, uniquePeriods),
-				),
-			});
+			const paidPeriods = await getPaidInvoicePeriods(
+				user.id,
+				data.cardId,
+				uniquePeriods,
+			);
 
-			if (paidInvoices.length > 0) {
-				const labels = paidInvoices
-					.map((inv) => {
-						const [year, month] = (inv.period ?? "").split("-");
-						const monthName = MONTH_NAMES[Number(month) - 1] ?? month;
-						return `${monthName}/${year}`;
-					})
-					.join(", ");
+			if (paidPeriods.length > 0) {
 				return {
 					success: false,
-					error: `As faturas dos meses ${labels} já estão pagas. Desfaça o pagamento antes de adicionar este lançamento.`,
+					error: `As faturas dos meses ${formatPaidInvoicePeriods(
+						paidPeriods,
+					)} já estão pagas. Desfaça o pagamento antes de adicionar este lançamento.`,
 				} as ActionResult<{ ids: string[] }>;
 			}
 		}
@@ -204,10 +194,12 @@ export async function updateTransactionAction(
 			columns: {
 				id: true,
 				note: true,
+				period: true,
 				transactionType: true,
 				condition: true,
 				paymentMethod: true,
 				accountId: true,
+				cardId: true,
 				categoryId: true,
 			},
 			where: and(
@@ -225,10 +217,12 @@ export async function updateTransactionAction(
 			| {
 					id: string;
 					note: string | null;
+					period: string;
 					transactionType: string;
 					condition: string;
 					paymentMethod: string;
 					accountId: string | null;
+					cardId: string | null;
 					categoryId: string | null;
 					category: { name: string } | null;
 			  }
@@ -264,6 +258,25 @@ export async function updateTransactionAction(
 				? parseLocalDateString(data.boletoPaymentDate)
 				: getBusinessTodayDate()
 			: null;
+		const targetCardId = data.cardId ?? existing.cardId;
+		const movedInvoice =
+			data.paymentMethod === "Cartão de crédito" &&
+			targetCardId &&
+			(targetCardId !== existing.cardId || period !== existing.period);
+
+		if (movedInvoice) {
+			const paidPeriods = await getPaidInvoicePeriods(user.id, targetCardId, [
+				period,
+			]);
+			if (paidPeriods.length > 0) {
+				return {
+					success: false,
+					error: `As faturas dos meses ${formatPaidInvoicePeriods(
+						paidPeriods,
+					)} já estão pagas. Desfaça o pagamento antes de mover este lançamento.`,
+				};
+			}
+		}
 
 		await db
 			.update(transactions)

src/features/transactions/anticipation-actions.ts

@@ -131,6 +131,46 @@ export async function createInstallmentAnticipationAction(
 		const user = await getUser();
 		const data = createAnticipationSchema.parse(input);
 
+		if (data.payerId || data.categoryId) {
+			const [payer, category] = await Promise.all([
+				data.payerId
+					? db
+							.select({ id: payers.id })
+							.from(payers)
+							.where(
+								and(eq(payers.id, data.payerId), eq(payers.userId, user.id)),
+							)
+							.limit(1)
+					: Promise.resolve([]),
+				data.categoryId
+					? db
+							.select({ id: categories.id })
+							.from(categories)
+							.where(
+								and(
+									eq(categories.id, data.categoryId),
+									eq(categories.userId, user.id),
+								),
+							)
+							.limit(1)
+					: Promise.resolve([]),
+			]);
+
+			if (data.payerId && payer.length === 0) {
+				return {
+					success: false,
+					error: "Pagador inválido para esta conta.",
+				};
+			}
+
+			if (data.categoryId && category.length === 0) {
+				return {
+					success: false,
+					error: "Categoria inválida para esta conta.",
+				};
+			}
+		}
+
 		// 1. Validar parcelas selecionadas
 		const installments = await db.query.transactions.findMany({
 			where: and(

src/features/transactions/anticipation-queries.ts

@@ -0,0 +1,99 @@
+import { and, desc, eq } from "drizzle-orm";
+import {
+	categories,
+	installmentAnticipations,
+	payers,
+	transactions,
+} from "@/db/schema";
+import { db } from "@/shared/lib/db";
+import { uuidSchema } from "@/shared/lib/schemas/common";
+
+export type InstallmentAnticipationListItem = {
+	id: string;
+	anticipationPeriod: string;
+	anticipationDate: string;
+	installmentCount: number;
+	totalAmount: string;
+	discount: string;
+	transactionId: string;
+	note: string | null;
+	transaction: {
+		isSettled: boolean | null;
+	} | null;
+	payer: {
+		name: string;
+	} | null;
+	category: {
+		name: string;
+	} | null;
+};
+
+export async function fetchInstallmentAnticipations(
+	userId: string,
+	seriesId: string,
+): Promise<InstallmentAnticipationListItem[]> {
+	const validatedSeriesId = uuidSchema("Série").parse(seriesId);
+
+	const anticipations = await db
+		.select({
+			id: installmentAnticipations.id,
+			anticipationPeriod: installmentAnticipations.anticipationPeriod,
+			anticipationDate: installmentAnticipations.anticipationDate,
+			installmentCount: installmentAnticipations.installmentCount,
+			totalAmount: installmentAnticipations.totalAmount,
+			discount: installmentAnticipations.discount,
+			transactionId: installmentAnticipations.transactionId,
+			note: installmentAnticipations.note,
+			transactionRecordId: transactions.id,
+			transactionIsSettled: transactions.isSettled,
+			payerName: payers.name,
+			categoryName: categories.name,
+		})
+		.from(installmentAnticipations)
+		.leftJoin(
+			transactions,
+			and(
+				eq(installmentAnticipations.transactionId, transactions.id),
+				eq(transactions.userId, userId),
+			),
+		)
+		.leftJoin(
+			payers,
+			and(
+				eq(installmentAnticipations.payerId, payers.id),
+				eq(payers.userId, userId),
+			),
+		)
+		.leftJoin(
+			categories,
+			and(
+				eq(installmentAnticipations.categoryId, categories.id),
+				eq(categories.userId, userId),
+			),
+		)
+		.where(
+			and(
+				eq(installmentAnticipations.seriesId, validatedSeriesId),
+				eq(installmentAnticipations.userId, userId),
+			),
+		)
+		.orderBy(desc(installmentAnticipations.createdAt));
+
+	return anticipations.map((anticipation) => ({
+		id: anticipation.id,
+		anticipationPeriod: anticipation.anticipationPeriod,
+		anticipationDate: anticipation.anticipationDate.toISOString(),
+		installmentCount: anticipation.installmentCount,
+		totalAmount: anticipation.totalAmount,
+		discount: anticipation.discount,
+		transactionId: anticipation.transactionId,
+		note: anticipation.note,
+		transaction: anticipation.transactionRecordId
+			? { isSettled: anticipation.transactionIsSettled }
+			: null,
+		payer: anticipation.payerName ? { name: anticipation.payerName } : null,
+		category: anticipation.categoryName
+			? { name: anticipation.categoryName }
+			: null,
+	}));
+}

src/features/transactions/attachment-queries.ts

@@ -0,0 +1,66 @@
+import { and, eq } from "drizzle-orm";
+import { attachments, transactionAttachments, transactions } from "@/db/schema";
+import { db } from "@/shared/lib/db";
+import { createPresignedGetUrl } from "@/shared/lib/storage/presign";
+
+export type TransactionAttachmentListItem = {
+	attachmentId: string;
+	fileName: string;
+	fileSize: number;
+	mimeType: string;
+	createdAt: string;
+	url: string;
+};
+
+export async function fetchTransactionAttachments(
+	userId: string,
+	transactionId: string,
+): Promise<TransactionAttachmentListItem[]> {
+	const [transaction] = await db
+		.select({ id: transactions.id })
+		.from(transactions)
+		.where(
+			and(eq(transactions.id, transactionId), eq(transactions.userId, userId)),
+		);
+
+	if (!transaction) {
+		return [];
+	}
+
+	const rows = await db
+		.select({
+			attachmentId: transactionAttachments.attachmentId,
+			fileName: attachments.fileName,
+			fileSize: attachments.fileSize,
+			mimeType: attachments.mimeType,
+			fileKey: attachments.fileKey,
+			createdAt: attachments.createdAt,
+		})
+		.from(transactionAttachments)
+		.innerJoin(
+			transactions,
+			and(
+				eq(transactionAttachments.transactionId, transactions.id),
+				eq(transactions.userId, userId),
+			),
+		)
+		.innerJoin(
+			attachments,
+			and(
+				eq(transactionAttachments.attachmentId, attachments.id),
+				eq(attachments.userId, userId),
+			),
+		)
+		.where(eq(transactionAttachments.transactionId, transactionId));
+
+	return Promise.all(
+		rows.map(async (row) => ({
+			attachmentId: row.attachmentId,
+			fileName: row.fileName,
+			fileSize: row.fileSize,
+			mimeType: row.mimeType,
+			createdAt: row.createdAt.toISOString(),
+			url: await createPresignedGetUrl(row.fileKey),
+		})),
+	);
+}

src/features/transactions/components/attachments/attachment-file-picker.tsx

@@ -10,14 +10,16 @@ import {
 import { Button } from "@/shared/components/ui/button";
 
 interface AttachmentFilePickerProps {
-	file: File | null;
-	onChange: (file: File | null) => void;
+	files: File[];
+	onAdd: (file: File) => void;
+	onRemove: (file: File) => void;
 	maxSizeMb?: number;
 }
 
 export function AttachmentFilePicker({
-	file,
-	onChange,
+	files,
+	onAdd,
+	onRemove,
 	maxSizeMb = DEFAULT_MAX_FILE_SIZE_MB,
 }: AttachmentFilePickerProps) {
 	const maxFileSizeBytes = maxSizeMb * 1024 * 1024;
@@ -45,12 +47,12 @@ export function AttachmentFilePicker({
 			return;
 		}
 
-		onChange(selected);
+		onAdd(selected);
 	}
 
 	return (
 		<div className="space-y-1.5">
-			<p className="text-xs">Anexo</p>
+			<p className="text-xs font-medium">Anexos</p>
 			<input
 				ref={inputRef}
 				type="file"
@@ -59,37 +61,44 @@ export function AttachmentFilePicker({
 				onChange={handleFileChange}
 			/>
 
-			{file ? (
-				<div className="flex min-w-0 items-center gap-2 overflow-hidden rounded-md border px-3 py-2 text-sm">
-					<RiAttachment2 className="size-4 shrink-0 text-muted-foreground" />
-					<span className="min-w-0 flex-1 truncate" title={file.name}>
-						{file.name}
-					</span>
-					<Button
-						type="button"
-						variant="ghost"
-						size="icon"
-						className="size-6 shrink-0"
-						onClick={() => onChange(null)}
-					>
-						<RiCloseLine className="size-4" />
-					</Button>
+			{files.length > 0 && (
+				<div className="space-y-1.5">
+					{files.map((file) => (
+						<div
+							key={`${file.name}-${file.size}-${file.lastModified}`}
+							className="flex min-w-0 items-center gap-2 overflow-hidden rounded-md border px-3 py-2 text-sm"
+						>
+							<RiAttachment2 className="size-4 shrink-0 text-muted-foreground" />
+							<span className="min-w-0 flex-1 truncate" title={file.name}>
+								{file.name}
+							</span>
+							<Button
+								type="button"
+								variant="ghost"
+								size="icon"
+								className="size-6 shrink-0"
+								onClick={() => onRemove(file)}
+							>
+								<RiCloseLine className="size-4" />
+							</Button>
+						</div>
+					))}
 				</div>
-			) : (
-				<button
-					type="button"
-					className="flex w-full cursor-pointer flex-col items-center justify-center gap-1 rounded-md border border-dashed py-4 text-sm text-muted-foreground transition-colors hover:border-foreground/40 hover:text-foreground"
-					onClick={() => inputRef.current?.click()}
-				>
-					<span className="flex items-center gap-2">
-						<RiAttachment2 className="size-4" />
-						Adicionar anexo
-					</span>
-					<span className="text-xs">
-						PDF, JPEG, PNG ou WebP · máx. {maxSizeMb} MB
-					</span>
-				</button>
 			)}
+
+			<button
+				type="button"
+				className="flex w-full cursor-pointer flex-col items-center justify-center gap-1 rounded-md border border-dashed py-4 text-sm text-muted-foreground transition-colors hover:border-foreground/40 hover:text-foreground"
+				onClick={() => inputRef.current?.click()}
+			>
+				<span className="flex items-center gap-2">
+					<RiAttachment2 className="size-4" />
+					Adicionar anexo
+				</span>
+				<span className="text-xs">
+					PDF, JPEG, PNG ou WebP · máx. {maxSizeMb} MB
+				</span>
+			</button>
 		</div>
 	);
 }

src/features/transactions/components/attachments/attachment-section.tsx

@@ -1,21 +1,16 @@
 "use client";
 
 import { RiFileAddLine } from "@remixicon/react";
-import { useCallback, useEffect, useState } from "react";
-import { fetchTransactionAttachmentsAction } from "@/features/transactions/actions/attachments";
+import { useQueryClient } from "@tanstack/react-query";
+import { useEffect } from "react";
+import {
+	transactionAttachmentsQueryKey,
+	useTransactionAttachments,
+} from "@/features/transactions/hooks/use-transaction-attachments";
 import { Button } from "@/shared/components/ui/button";
 import { AttachmentItem } from "./attachment-item";
 import { AttachmentUpload } from "./attachment-upload";
 
-type AttachmentRow = {
-	attachmentId: string;
-	fileName: string;
-	fileSize: number;
-	mimeType: string;
-	createdAt: Date;
-	url: string;
-};
-
 interface AttachmentSectionProps {
 	transactionId: string;
 	readonly?: boolean;
@@ -41,28 +36,35 @@ export function AttachmentSection({
 	onCancelPendingUpload,
 	maxSizeMb,
 }: AttachmentSectionProps) {
-	const [items, setItems] = useState<AttachmentRow[]>([]);
-	const [isLoading, setIsLoading] = useState(true);
-
-	const load = useCallback(async () => {
-		setIsLoading(true);
-		try {
-			const data = await fetchTransactionAttachmentsAction(transactionId);
-			setItems(data);
-			onLoaded?.(data.length);
-		} finally {
-			setIsLoading(false);
-		}
-	}, [transactionId, onLoaded]);
+	const queryClient = useQueryClient();
+	const {
+		data: items = [],
+		isLoading,
+		isError,
+	} = useTransactionAttachments(transactionId);
 
 	useEffect(() => {
-		load();
-	}, [load]);
+		onLoaded?.(items.length);
+	}, [items.length, onLoaded]);
+
+	const invalidateAttachments = () => {
+		void queryClient.invalidateQueries({
+			queryKey: transactionAttachmentsQueryKey(transactionId),
+		});
+	};
 
 	if (isLoading) {
 		return <p className="text-xs text-muted-foreground">Carregando...</p>;
 	}
 
+	if (isError) {
+		return (
+			<p className="text-xs text-muted-foreground">
+				Não foi possível carregar os anexos.
+			</p>
+		);
+	}
+
 	const hasPendingUploads = (pendingUploadFiles?.length ?? 0) > 0;
 
 	return (
@@ -82,7 +84,7 @@ export function AttachmentSection({
 							fileSize={item.fileSize}
 							mimeType={item.mimeType}
 							url={item.url}
-							onDeleted={load}
+							onDeleted={invalidateAttachments}
 							readonly={readonly}
 							isPendingDelete={pendingDetachIds?.includes(item.attachmentId)}
 							onPendingDelete={onPendingDetach}
@@ -119,7 +121,7 @@ export function AttachmentSection({
 			{!readonly && (
 				<AttachmentUpload
 					transactionId={transactionId}
-					onUploaded={load}
+					onUploaded={invalidateAttachments}
 					onPendingUpload={onPendingUpload}
 					maxSizeMb={maxSizeMb}
 				/>

src/features/transactions/components/dialogs/anticipate-installments-dialog/anticipation-history-dialog.tsx

@@ -1,9 +1,12 @@
 "use client";
 
 import { RiCalendarCheckLine, RiLoader4Line } from "@remixicon/react";
-import { useCallback, useEffect, useState } from "react";
-import { toast } from "sonner";
-import { getInstallmentAnticipationsAction } from "@/features/transactions/anticipation-actions";
+import { useQueryClient } from "@tanstack/react-query";
+import {
+	installmentAnticipationsQueryKey,
+	useInstallmentAnticipations,
+} from "@/features/transactions/hooks/use-installment-anticipations";
+import { Button } from "@/shared/components/ui/button";
 import {
 	Dialog,
 	DialogContent,
@@ -20,7 +23,6 @@ import {
 	EmptyTitle,
 } from "@/shared/components/ui/empty";
 import { useControlledState } from "@/shared/hooks/use-controlled-state";
-import type { InstallmentAnticipationWithRelations } from "@/shared/lib/installments/anticipation-types";
 import { AnticipationCard } from "../../shared/anticipation-card";
 
 interface AnticipationHistoryDialogProps {
@@ -40,53 +42,23 @@ export function AnticipationHistoryDialog({
 	onOpenChange,
 	onViewLancamento,
 }: AnticipationHistoryDialogProps) {
-	const [isLoading, setIsLoading] = useState(false);
-	const [anticipations, setAnticipations] = useState<
-		InstallmentAnticipationWithRelations[]
-	>([]);
-
-	// Use controlled state hook for dialog open state
+	const queryClient = useQueryClient();
 	const [dialogOpen, setDialogOpen] = useControlledState(
 		open,
 		false,
 		onOpenChange,
 	);
-
-	// Define loadAnticipations before it's used in useEffect
-	const loadAnticipations = useCallback(async () => {
-		setIsLoading(true);
-
-		try {
-			const result = await getInstallmentAnticipationsAction(seriesId);
-
-			if (!result.success) {
-				toast.error(
-					result.error || "Erro ao carregar histórico de antecipações",
-				);
-				setAnticipations([]);
-				return;
-			}
-
-			setAnticipations(result.data ?? []);
-		} catch (error) {
-			console.error("Erro ao buscar antecipações:", error);
-			toast.error("Erro ao carregar histórico de antecipações");
-			setAnticipations([]);
-		} finally {
-			setIsLoading(false);
-		}
-	}, [seriesId]);
-
-	// Buscar antecipações ao abrir o dialog
-	useEffect(() => {
-		if (dialogOpen) {
-			loadAnticipations();
-		}
-	}, [dialogOpen, loadAnticipations]);
+	const {
+		data: anticipations = [],
+		isLoading,
+		isError,
+		refetch,
+	} = useInstallmentAnticipations(seriesId, dialogOpen);
 
 	const handleCanceled = () => {
-		// Recarregar lista após cancelamento
-		loadAnticipations();
+		void queryClient.invalidateQueries({
+			queryKey: installmentAnticipationsQueryKey(seriesId),
+		});
 	};
 
 	return (
@@ -106,6 +78,26 @@ export function AnticipationHistoryDialog({
 								Carregando histórico...
 							</span>
 						</div>
+					) : isError ? (
+						<Empty>
+							<EmptyHeader>
+								<EmptyMedia variant="icon">
+									<RiCalendarCheckLine className="size-6 text-muted-foreground" />
+								</EmptyMedia>
+								<EmptyTitle>Não foi possível carregar</EmptyTitle>
+								<EmptyDescription>
+									O histórico de antecipações não pôde ser carregado agora.
+								</EmptyDescription>
+							</EmptyHeader>
+							<Button
+								type="button"
+								variant="outline"
+								className="mx-auto"
+								onClick={() => void refetch()}
+							>
+								Tentar novamente
+							</Button>
+						</Empty>
 					) : anticipations.length === 0 ? (
 						<Empty>
 							<EmptyHeader>

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

@@ -67,7 +67,7 @@ export function CategorySection({
 			>
 				<Label htmlFor="categoria">Categoria</Label>
 				<Select
-					value={formState.categoryId}
+					value={formState.categoryId ?? ""}
 					onValueChange={(value) => onFieldChange("categoryId", value)}
 				>
 					<SelectTrigger id="categoria" className="w-full">

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

@@ -1,5 +1,7 @@
 "use client";
 
+import * as CheckboxPrimitive from "@radix-ui/react-checkbox";
+import { RiSliceFill } from "@remixicon/react";
 import { CurrencyInput } from "@/shared/components/ui/currency-input";
 import { Label } from "@/shared/components/ui/label";
 import {
@@ -9,6 +11,7 @@ import {
 	SelectTrigger,
 	SelectValue,
 } from "@/shared/components/ui/select";
+import { cn } from "@/shared/utils/ui";
 import { PayerSelectContent } from "../../select-items";
 import type { PayerSectionProps } from "./transaction-dialog-types";
 
@@ -34,75 +37,59 @@ export function PayerSection({
 	};
 
 	return (
-		<div className="flex w-full flex-col gap-2 md:flex-row">
-			<div className="w-full space-y-1">
-				<Label htmlFor="payer">Pagador</Label>
-				<div className="flex gap-2">
-					<Select
-						value={formState.payerId}
-						onValueChange={(value) => onFieldChange("payerId", value)}
-					>
-						<SelectTrigger
-							id="payer"
-							className={formState.isSplit ? "min-w-0 flex-1" : "w-full"}
-						>
-							<SelectValue placeholder="Selecione">
-								{formState.payerId &&
-									(() => {
-										const selectedOption = payerOptions.find(
-											(opt) => opt.value === formState.payerId,
-										);
-										return selectedOption ? (
-											<PayerSelectContent
-												label={selectedOption.label}
-												avatarUrl={selectedOption.avatarUrl}
-											/>
-										) : null;
-									})()}
-							</SelectValue>
-						</SelectTrigger>
-						<SelectContent>
-							{payerOptions.map((option) => (
-								<SelectItem key={option.value} value={option.value}>
-									<PayerSelectContent
-										label={option.label}
-										avatarUrl={option.avatarUrl}
-									/>
-								</SelectItem>
-							))}
-						</SelectContent>
-					</Select>
-					{formState.isSplit && (
-						<CurrencyInput
-							value={formState.primarySplitAmount}
-							onValueChange={handlePrimaryAmountChange}
-							placeholder="R$ 0,00"
-							className="h-9 w-[45%] text-sm"
-						/>
-					)}
+		<div className="space-y-3">
+			<div
+				className={cn(
+					"flex items-center justify-between rounded-lg border px-3 py-2.5 transition-colors",
+					formState.isSplit
+						? "border-primary/20 bg-primary/5"
+						: "border-border bg-transparent",
+				)}
+			>
+				<div className="flex items-center gap-2">
+					<div>
+						<p className="text-sm text-foreground">Dividir lançamento</p>
+						<p className="text-xs text-muted-foreground">
+							Atribuir parte do valor a outro pagador.
+						</p>
+					</div>
 				</div>
+				<CheckboxPrimitive.Root
+					checked={formState.isSplit}
+					onCheckedChange={(checked) =>
+						onFieldChange("isSplit", Boolean(checked))
+					}
+					aria-label="Dividir lançamento"
+					className={cn(
+						"peer size-4 shrink-0 rounded-lg border shadow-xs transition-shadow outline-none focus-visible:border-ring focus-visible:ring-ring/50 focus-visible:ring-[3px]",
+						formState.isSplit
+							? "border-primary bg-primary text-primary-foreground"
+							: "border-input dark:bg-input/30",
+					)}
+				>
+					<CheckboxPrimitive.Indicator className="grid place-content-center text-current transition-none">
+						<RiSliceFill className="size-3" />
+					</CheckboxPrimitive.Indicator>
+				</CheckboxPrimitive.Root>
 			</div>
 
-			{formState.isSplit ? (
-				<div className="w-full space-y-1 mb-1">
-					<Label htmlFor="secondaryPayer">Dividir com</Label>
+			<div className="flex w-full flex-col gap-2 md:flex-row">
+				<div className="w-full space-y-1">
+					<Label htmlFor="payer">Pagador</Label>
 					<div className="flex gap-2">
 						<Select
-							value={formState.secondaryPayerId}
-							onValueChange={(value) =>
-								onFieldChange("secondaryPayerId", value)
-							}
+							value={formState.payerId ?? ""}
+							onValueChange={(value) => onFieldChange("payerId", value)}
 						>
 							<SelectTrigger
-								id="secondaryPayer"
-								disabled={secondaryPayerOptions.length === 0}
-								className="w-[55%]"
+								id="payer"
+								className={formState.isSplit ? "min-w-0 flex-1" : "w-full"}
 							>
 								<SelectValue placeholder="Selecione">
-									{formState.secondaryPayerId &&
+									{formState.payerId &&
 										(() => {
-											const selectedOption = secondaryPayerOptions.find(
-												(opt) => opt.value === formState.secondaryPayerId,
+											const selectedOption = payerOptions.find(
+												(opt) => opt.value === formState.payerId,
 											);
 											return selectedOption ? (
 												<PayerSelectContent
@@ -114,7 +101,7 @@ export function PayerSection({
 								</SelectValue>
 							</SelectTrigger>
 							<SelectContent>
-								{secondaryPayerOptions.map((option) => (
+								{payerOptions.map((option) => (
 									<SelectItem key={option.value} value={option.value}>
 										<PayerSelectContent
 											label={option.label}
@@ -124,15 +111,68 @@ export function PayerSection({
 								))}
 							</SelectContent>
 						</Select>
-						<CurrencyInput
-							value={formState.secondarySplitAmount}
-							onValueChange={handleSecondaryAmountChange}
-							placeholder="R$ 0,00"
-							className="h-9 w-[45%] text-sm"
-						/>
+						{formState.isSplit && (
+							<CurrencyInput
+								value={formState.primarySplitAmount}
+								onValueChange={handlePrimaryAmountChange}
+								placeholder="R$ 0,00"
+								className="h-9 w-[45%] text-sm"
+							/>
+						)}
 					</div>
 				</div>
-			) : null}
+
+				{formState.isSplit ? (
+					<div className="w-full space-y-1 mb-1">
+						<Label htmlFor="secondaryPayer">Dividir com</Label>
+						<div className="flex gap-2">
+							<Select
+								value={formState.secondaryPayerId ?? ""}
+								onValueChange={(value) =>
+									onFieldChange("secondaryPayerId", value)
+								}
+							>
+								<SelectTrigger
+									id="secondaryPayer"
+									disabled={secondaryPayerOptions.length === 0}
+									className="w-[55%]"
+								>
+									<SelectValue placeholder="Selecione">
+										{formState.secondaryPayerId &&
+											(() => {
+												const selectedOption = secondaryPayerOptions.find(
+													(opt) => opt.value === formState.secondaryPayerId,
+												);
+												return selectedOption ? (
+													<PayerSelectContent
+														label={selectedOption.label}
+														avatarUrl={selectedOption.avatarUrl}
+													/>
+												) : null;
+											})()}
+									</SelectValue>
+								</SelectTrigger>
+								<SelectContent>
+									{secondaryPayerOptions.map((option) => (
+										<SelectItem key={option.value} value={option.value}>
+											<PayerSelectContent
+												label={option.label}
+												avatarUrl={option.avatarUrl}
+											/>
+										</SelectItem>
+									))}
+								</SelectContent>
+							</Select>
+							<CurrencyInput
+								value={formState.secondarySplitAmount}
+								onValueChange={handleSecondaryAmountChange}
+								placeholder="R$ 0,00"
+								className="h-9 w-[45%] text-sm"
+							/>
+						</div>
+					</div>
+				) : null}
+			</div>
 		</div>
 	);
 }

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

@@ -1,7 +1,12 @@
 "use client";
 
+import {
+	RiCheckboxBlankCircleLine,
+	RiCheckboxCircleFill,
+} from "@remixicon/react";
 import { useState } from "react";
 import { PAYMENT_METHODS } from "@/features/transactions/constants";
+import { Button } from "@/shared/components/ui/button";
 import { Label } from "@/shared/components/ui/label";
 import { MonthPicker } from "@/shared/components/ui/month-picker";
 import {
@@ -71,6 +76,7 @@ export function PaymentMethodSection({
 	isUpdateMode,
 	disablePaymentMethod,
 	disableCardSelect,
+	showSettledToggle,
 }: PaymentMethodSectionProps) {
 	const isCartaoSelected = formState.paymentMethod === "Cartão de crédito";
 	const showContaSelect = [
@@ -92,154 +98,200 @@ export function PaymentMethodSection({
 	const hasSecondaryColumn = isCartaoSelected || showContaSelect;
 
 	return (
-		<div className="flex w-full flex-col gap-2 md:flex-row">
-			{!isUpdateMode ? (
-				<div
-					className={cn(
-						"w-full space-y-1",
-						hasSecondaryColumn ? "md:w-1/2" : "md:w-full",
-					)}
-				>
-					<Label htmlFor="paymentMethod">Forma de pagamento</Label>
-					<Select
-						value={formState.paymentMethod}
-						onValueChange={(value) => onFieldChange("paymentMethod", value)}
-						disabled={disablePaymentMethod}
+		<div className="space-y-3">
+			<div className="flex w-full flex-col gap-2 md:flex-row">
+				{!isUpdateMode ? (
+					<div
+						className={cn(
+							"w-full space-y-1",
+							hasSecondaryColumn ? "md:w-1/2" : "md:w-full",
+						)}
 					>
-						<SelectTrigger
-							id="paymentMethod"
-							className="w-full"
+						<Label htmlFor="paymentMethod">Forma de pagamento</Label>
+						<Select
+							value={formState.paymentMethod}
+							onValueChange={(value) => onFieldChange("paymentMethod", value)}
 							disabled={disablePaymentMethod}
 						>
-							<SelectValue placeholder="Selecione" className="w-full">
-								{formState.paymentMethod && (
-									<PaymentMethodSelectContent label={formState.paymentMethod} />
-								)}
-							</SelectValue>
-						</SelectTrigger>
-						<SelectContent>
-							{PAYMENT_METHODS.map((method) => (
-								<SelectItem key={method} value={method}>
-									<PaymentMethodSelectContent label={method} />
-								</SelectItem>
-							))}
-						</SelectContent>
-					</Select>
-				</div>
-			) : null}
+							<SelectTrigger
+								id="paymentMethod"
+								className="w-full"
+								disabled={disablePaymentMethod}
+							>
+								<SelectValue placeholder="Selecione" className="w-full">
+									{formState.paymentMethod && (
+										<PaymentMethodSelectContent
+											label={formState.paymentMethod}
+										/>
+									)}
+								</SelectValue>
+							</SelectTrigger>
+							<SelectContent>
+								{PAYMENT_METHODS.map((method) => (
+									<SelectItem key={method} value={method}>
+										<PaymentMethodSelectContent label={method} />
+									</SelectItem>
+								))}
+							</SelectContent>
+						</Select>
+					</div>
+				) : null}
 
-			{isCartaoSelected ? (
-				<div
-					className={cn(
-						"w-full space-y-1",
-						!isUpdateMode ? "md:w-1/2" : "md:w-full",
-					)}
-				>
-					<Label htmlFor="cartao">Cartão</Label>
-					<Select
-						value={formState.cardId}
-						onValueChange={(value) => onFieldChange("cardId", value)}
-						disabled={disableCardSelect}
+				{isCartaoSelected ? (
+					<div
+						className={cn(
+							"w-full space-y-1",
+							!isUpdateMode ? "md:w-1/2" : "md:w-full",
+						)}
 					>
-						<SelectTrigger
-							id="cartao"
-							className="w-full"
+						<Label htmlFor="cartao">Cartão</Label>
+						<Select
+							value={formState.cardId ?? ""}
+							onValueChange={(value) => onFieldChange("cardId", value)}
 							disabled={disableCardSelect}
 						>
-							<SelectValue placeholder="Selecione">
-								{formState.cardId &&
-									(() => {
-										const selectedOption = cardOptions.find(
-											(opt) => opt.value === formState.cardId,
-										);
-										return selectedOption ? (
+							<SelectTrigger
+								id="cartao"
+								className="w-full"
+								disabled={disableCardSelect}
+							>
+								<SelectValue placeholder="Selecione">
+									{formState.cardId &&
+										(() => {
+											const selectedOption = cardOptions.find(
+												(opt) => opt.value === formState.cardId,
+											);
+											return selectedOption ? (
+												<AccountCardSelectContent
+													label={selectedOption.label}
+													logo={selectedOption.logo}
+													isCartao={true}
+												/>
+											) : null;
+										})()}
+								</SelectValue>
+							</SelectTrigger>
+							<SelectContent>
+								{cardOptions.length === 0 ? (
+									<div className="px-2 py-6 text-center">
+										<p className="text-sm text-muted-foreground">
+											Nenhum cartão cadastrado
+										</p>
+									</div>
+								) : (
+									cardOptions.map((option) => (
+										<SelectItem key={option.value} value={option.value}>
 											<AccountCardSelectContent
-												label={selectedOption.label}
-												logo={selectedOption.logo}
+												label={option.label}
+												logo={option.logo}
 												isCartao={true}
 											/>
-										) : null;
-									})()}
-							</SelectValue>
-						</SelectTrigger>
-						<SelectContent>
-							{cardOptions.length === 0 ? (
-								<div className="px-2 py-6 text-center">
-									<p className="text-sm text-muted-foreground">
-										Nenhum cartão cadastrado
-									</p>
-								</div>
-							) : (
-								cardOptions.map((option) => (
-									<SelectItem key={option.value} value={option.value}>
-										<AccountCardSelectContent
-											label={option.label}
-											logo={option.logo}
-											isCartao={true}
-										/>
-									</SelectItem>
-								))
-							)}
-						</SelectContent>
-					</Select>
-					{formState.cardId ? (
-						<InlinePeriodPicker
-							period={formState.period}
-							onPeriodChange={(value) => onFieldChange("period", value)}
-						/>
-					) : null}
-				</div>
-			) : null}
+										</SelectItem>
+									))
+								)}
+							</SelectContent>
+						</Select>
+						{formState.cardId ? (
+							<InlinePeriodPicker
+								period={formState.period}
+								onPeriodChange={(value) => onFieldChange("period", value)}
+							/>
+						) : null}
+					</div>
+				) : null}
 
-			{!isCartaoSelected && showContaSelect ? (
-				<div
-					className={cn(
-						"w-full space-y-1",
-						!isUpdateMode ? "md:w-1/2" : "md:w-full",
-					)}
-				>
-					<Label htmlFor="conta">Conta</Label>
-					<Select
-						value={formState.accountId}
-						onValueChange={(value) => onFieldChange("accountId", value)}
+				{!isCartaoSelected && showContaSelect ? (
+					<div
+						className={cn(
+							"w-full space-y-1",
+							!isUpdateMode ? "md:w-1/2" : "md:w-full",
+						)}
 					>
-						<SelectTrigger id="conta" className="w-full">
-							<SelectValue placeholder="Selecione">
-								{formState.accountId &&
-									(() => {
-										const selectedOption = filteredContaOptions.find(
-											(opt) => opt.value === formState.accountId,
-										);
-										return selectedOption ? (
+						<Label htmlFor="conta">Conta</Label>
+						<Select
+							value={formState.accountId ?? ""}
+							onValueChange={(value) => onFieldChange("accountId", value)}
+						>
+							<SelectTrigger id="conta" className="w-full">
+								<SelectValue placeholder="Selecione">
+									{formState.accountId &&
+										(() => {
+											const selectedOption = filteredContaOptions.find(
+												(opt) => opt.value === formState.accountId,
+											);
+											return selectedOption ? (
+												<AccountCardSelectContent
+													label={selectedOption.label}
+													logo={selectedOption.logo}
+													isCartao={false}
+												/>
+											) : null;
+										})()}
+								</SelectValue>
+							</SelectTrigger>
+							<SelectContent>
+								{filteredContaOptions.length === 0 ? (
+									<div className="px-2 py-6 text-center">
+										<p className="text-sm text-muted-foreground">
+											Nenhuma conta cadastrada
+										</p>
+									</div>
+								) : (
+									filteredContaOptions.map((option) => (
+										<SelectItem key={option.value} value={option.value}>
 											<AccountCardSelectContent
-												label={selectedOption.label}
-												logo={selectedOption.logo}
+												label={option.label}
+												logo={option.logo}
 												isCartao={false}
 											/>
-										) : null;
-									})()}
-							</SelectValue>
-						</SelectTrigger>
-						<SelectContent>
-							{filteredContaOptions.length === 0 ? (
-								<div className="px-2 py-6 text-center">
-									<p className="text-sm text-muted-foreground">
-										Nenhuma conta cadastrada
-									</p>
-								</div>
-							) : (
-								filteredContaOptions.map((option) => (
-									<SelectItem key={option.value} value={option.value}>
-										<AccountCardSelectContent
-											label={option.label}
-											logo={option.logo}
-											isCartao={false}
-										/>
-									</SelectItem>
-								))
-							)}
-						</SelectContent>
-					</Select>
+										</SelectItem>
+									))
+								)}
+							</SelectContent>
+						</Select>
+					</div>
+				) : null}
+			</div>
+
+			{showSettledToggle ? (
+				<div
+					className={cn(
+						"flex items-center justify-between rounded-lg border px-3 py-2.5 transition-colors",
+						formState.isSettled
+							? "border-success/20 bg-success/5"
+							: "border-border bg-transparent",
+					)}
+				>
+					<div>
+						<p className="text-sm text-foreground text-left">
+							Marcar como pago
+						</p>
+						<p className="text-xs text-muted-foreground text-left">
+							Indica que o valor já foi pago.
+						</p>
+					</div>
+					<Button
+						type="button"
+						variant="ghost"
+						size="icon-sm"
+						onClick={() => onFieldChange("isSettled", !formState.isSettled)}
+						aria-label={
+							formState.isSettled ? "Desfazer pagamento" : "Marcar como pago"
+						}
+						aria-pressed={Boolean(formState.isSettled)}
+						className={cn(
+							"transition-colors",
+							formState.isSettled
+								? "bg-success/10 text-success hover:bg-success/20 hover:text-success"
+								: "text-muted-foreground hover:text-foreground",
+						)}
+					>
+						{formState.isSettled ? (
+							<RiCheckboxCircleFill className="size-4" />
+						) : (
+							<RiCheckboxBlankCircleLine className="size-4" />
+						)}
+					</Button>
 				</div>
 			) : null}
 		</div>

src/features/transactions/components/dialogs/transaction-dialog/split-settlement-section.tsx

@@ -1,58 +0,0 @@
-"use client";
-
-import { Checkbox } from "@/shared/components/ui/checkbox";
-import { cn } from "@/shared/utils/ui";
-import type { SplitAndSettlementSectionProps } from "./transaction-dialog-types";
-
-export function SplitAndSettlementSection({
-	formState,
-	onFieldChange,
-	showSettledToggle,
-}: SplitAndSettlementSectionProps) {
-	return (
-		<div className="flex w-full flex-col gap-2 md:flex-row">
-			<div
-				className={cn(
-					"space-y-1",
-					showSettledToggle ? "md:w-1/2 md:pr-2" : "md:w-full",
-				)}
-			>
-				<div className="flex items-center justify-between">
-					<div>
-						<p className="text-sm text-foreground">Dividir lançamento</p>
-						<p className="text-xs text-muted-foreground">
-							Atribuir parte do valor a outro pagador.
-						</p>
-					</div>
-					<Checkbox
-						checked={formState.isSplit}
-						onCheckedChange={(checked) =>
-							onFieldChange("isSplit", Boolean(checked))
-						}
-						aria-label="Dividir lançamento"
-					/>
-				</div>
-			</div>
-
-			{showSettledToggle ? (
-				<div className="space-y-1 md:w-1/2 md:pr-2">
-					<div className="flex items-center justify-between">
-						<div>
-							<p className="text-sm text-foreground">Marcar como pago</p>
-							<p className="text-xs text-muted-foreground">
-								Indica que o valor já foi pago.
-							</p>
-						</div>
-						<Checkbox
-							checked={Boolean(formState.isSettled)}
-							onCheckedChange={(checked) =>
-								onFieldChange("isSettled", Boolean(checked))
-							}
-							aria-label="Marcar como concluído"
-						/>
-					</div>
-				</div>
-			) : null}
-		</div>
-	);
-}

src/features/transactions/components/dialogs/transaction-dialog/transaction-dialog-types.ts

@@ -34,6 +34,8 @@ export interface TransactionDialogProps {
 	maxSizeMb?: number;
 	onBulkEditRequest?: (data: {
 		id: string;
+		purchaseDate: string;
+		period: string;
 		name: string;
 		categoryId: string | undefined;
 		note: string;
@@ -71,10 +73,6 @@ export interface CategorySectionProps extends BaseFieldSectionProps {
 	hideTransactionType?: boolean;
 }
 
-export interface SplitAndSettlementSectionProps extends BaseFieldSectionProps {
-	showSettledToggle: boolean;
-}
-
 export interface PayerSectionProps extends BaseFieldSectionProps {
 	payerOptions: SelectOption[];
 	secondaryPayerOptions: SelectOption[];
@@ -87,6 +85,7 @@ export interface PaymentMethodSectionProps extends BaseFieldSectionProps {
 	isUpdateMode: boolean;
 	disablePaymentMethod: boolean;
 	disableCardSelect: boolean;
+	showSettledToggle: boolean;
 }
 
 export interface BoletoFieldsSectionProps extends BaseFieldSectionProps {

src/features/transactions/components/dialogs/transaction-dialog/transaction-dialog.tsx

@@ -46,7 +46,6 @@ import { ConditionSection } from "./condition-section";
 import { NoteSection } from "./note-section";
 import { PayerSection } from "./payer-section";
 import { PaymentMethodSection } from "./payment-method-section";
-import { SplitAndSettlementSection } from "./split-settlement-section";
 import type {
 	FormState,
 	TransactionDialogProps,
@@ -99,7 +98,7 @@ export function TransactionDialog({
 	);
 	const [isPending, startTransition] = useTransition();
 	const [errorMessage, setErrorMessage] = useState<string | null>(null);
-	const [pendingFile, setPendingFile] = useState<File | null>(null);
+	const [pendingFiles, setPendingFiles] = useState<File[]>([]);
 	const [pendingDetachIds, setPendingDetachIds] = useState<string[]>([]);
 	const [pendingUploadFiles, setPendingUploadFiles] = useState<File[]>([]);
 
@@ -139,7 +138,7 @@ export function TransactionDialog({
 
 			setFormState(initial);
 			setErrorMessage(null);
-			setPendingFile(null);
+			setPendingFiles([]);
 			setPendingDetachIds([]);
 			setPendingUploadFiles([]);
 		}
@@ -330,27 +329,29 @@ export function TransactionDialog({
 				const result = await createTransactionAction(payload);
 
 				if (result.success) {
-					if (pendingFile && result.data?.ids?.length) {
+					if (pendingFiles.length > 0 && result.data?.ids?.length) {
 						const firstId = result.data.ids[0];
 						const isNewSeries =
 							formState.condition === "Parcelado" ||
 							formState.condition === "Recorrente";
-						const presign = await getPresignedUploadUrlAction({
-							fileName: pendingFile.name,
-							mimeType: pendingFile.type,
-							fileSize: pendingFile.size,
-							transactionId: firstId,
-						});
-						if (presign.success) {
-							await fetch(presign.presignedUrl, {
-								method: "PUT",
-								body: pendingFile,
-								headers: { "Content-Type": pendingFile.type },
-							});
-							await confirmAttachmentUploadAction({
-								uploadToken: presign.uploadToken,
-								scope: isNewSeries ? "all" : "current",
+						for (const file of pendingFiles) {
+							const presign = await getPresignedUploadUrlAction({
+								fileName: file.name,
+								mimeType: file.type,
+								fileSize: file.size,
+								transactionId: firstId,
 							});
+							if (presign.success) {
+								await fetch(presign.presignedUrl, {
+									method: "PUT",
+									body: file,
+									headers: { "Content-Type": file.type },
+								});
+								await confirmAttachmentUploadAction({
+									uploadToken: presign.uploadToken,
+									scope: isNewSeries ? "all" : "current",
+								});
+							}
 						}
 					}
 					toast.success(result.message);
@@ -371,6 +372,8 @@ export function TransactionDialog({
 				// o upload após o escopo ser escolhido (sem upload antecipado ao S3)
 				onBulkEditRequest({
 					id: transaction?.id ?? "",
+					purchaseDate: formState.purchaseDate,
+					period: formState.period,
 					name: formState.name.trim(),
 					categoryId: formState.categoryId,
 					note: formState.note.trim() || "",
@@ -493,30 +496,30 @@ export function TransactionDialog({
 					onSubmit={handleSubmit}
 					noValidate
 				>
-					<div className="min-w-0 space-y-3 -mx-6 max-h-[90vh] overflow-x-hidden overflow-y-auto px-6 pb-1">
-						<BasicFieldsSection
-							formState={formState}
-							onFieldChange={handleFieldChange}
-							estabelecimentos={estabelecimentos}
-						/>
+					<div className="min-w-0 -mx-6 max-h-[90vh] overflow-x-hidden overflow-y-auto px-6 pb-1">
+						{/* Detalhes */}
+						<div className="space-y-3">
+							<BasicFieldsSection
+								formState={formState}
+								onFieldChange={handleFieldChange}
+								estabelecimentos={estabelecimentos}
+							/>
 
-						<CategorySection
-							formState={formState}
-							onFieldChange={handleFieldChange}
-							categoryOptions={categoryOptions}
-							categoryGroups={categoryGroups}
-							isUpdateMode={isUpdateMode}
-							hideTransactionType={
-								Boolean(isNewWithType) && !forceShowTransactionType
-							}
-						/>
+							<CategorySection
+								formState={formState}
+								onFieldChange={handleFieldChange}
+								categoryOptions={categoryOptions}
+								categoryGroups={categoryGroups}
+								isUpdateMode={isUpdateMode}
+								hideTransactionType={
+									Boolean(isNewWithType) && !forceShowTransactionType
+								}
+							/>
+						</div>
 
-						<SplitAndSettlementSection
-							formState={formState}
-							onFieldChange={handleFieldChange}
-							showSettledToggle={showSettledToggle}
-						/>
+						<div className="border-t border-border/40 my-3" />
 
+						{/* Pagador */}
 						<PayerSection
 							formState={formState}
 							onFieldChange={handleFieldChange}
@@ -525,56 +528,66 @@ export function TransactionDialog({
 							totalAmount={totalAmount}
 						/>
 
-						<PaymentMethodSection
-							formState={formState}
-							onFieldChange={handleFieldChange}
-							accountOptions={accountOptions}
-							cardOptions={cardOptions}
-							isUpdateMode={isUpdateMode}
-							disablePaymentMethod={disablePaymentMethod}
-							disableCardSelect={disableCardSelect}
-						/>
+						<div className="border-t border-border/40 my-3" />
 
-						{showDueDate ? (
-							<BoletoFieldsSection
+						{/* Pagamento */}
+						<div className="space-y-3">
+							<PaymentMethodSection
 								formState={formState}
 								onFieldChange={handleFieldChange}
-								showPaymentDate={showPaymentDate}
+								accountOptions={accountOptions}
+								cardOptions={cardOptions}
+								isUpdateMode={isUpdateMode}
+								disablePaymentMethod={disablePaymentMethod}
+								disableCardSelect={disableCardSelect}
+								showSettledToggle={showSettledToggle}
 							/>
-						) : null}
 
-						{isUpdateMode ? (
-							<>
-								<NoteSection
+							{showDueDate ? (
+								<BoletoFieldsSection
 									formState={formState}
 									onFieldChange={handleFieldChange}
+									showPaymentDate={showPaymentDate}
 								/>
-								<div className="space-y-2">
-									<Label className="text-xs font-medium leading-none">
-										Anexos
-									</Label>
-									<AttachmentSection
-										transactionId={transaction?.id ?? ""}
-										maxSizeMb={maxSizeMb}
-										pendingDetachIds={pendingDetachIds}
-										onPendingDetach={(id) =>
-											setPendingDetachIds((prev) => [...prev, id])
-										}
-										onUndoPendingDetach={(id) =>
-											setPendingDetachIds((prev) =>
-												prev.filter((x) => x !== id),
-											)
-										}
-										pendingUploadFiles={pendingUploadFiles}
-										onPendingUpload={(file) =>
-											setPendingUploadFiles((prev) => [...prev, file])
-										}
-										onCancelPendingUpload={(file) =>
-											setPendingUploadFiles((prev) =>
-												prev.filter((f) => f !== file),
-											)
-										}
+							) : null}
+						</div>
+
+						{/* Extras */}
+						{isUpdateMode ? (
+							<>
+								<div className="border-t border-border/40 my-3" />
+								<div className="space-y-3">
+									<NoteSection
+										formState={formState}
+										onFieldChange={handleFieldChange}
 									/>
+									<div className="space-y-2">
+										<Label className="text-xs font-medium leading-none">
+											Anexos
+										</Label>
+										<AttachmentSection
+											transactionId={transaction?.id ?? ""}
+											maxSizeMb={maxSizeMb}
+											pendingDetachIds={pendingDetachIds}
+											onPendingDetach={(id) =>
+												setPendingDetachIds((prev) => [...prev, id])
+											}
+											onUndoPendingDetach={(id) =>
+												setPendingDetachIds((prev) =>
+													prev.filter((x) => x !== id),
+												)
+											}
+											pendingUploadFiles={pendingUploadFiles}
+											onPendingUpload={(file) =>
+												setPendingUploadFiles((prev) => [...prev, file])
+											}
+											onCancelPendingUpload={(file) =>
+												setPendingUploadFiles((prev) =>
+													prev.filter((f) => f !== file),
+												)
+											}
+										/>
+									</div>
 								</div>
 							</>
 						) : (
@@ -598,8 +611,11 @@ export function TransactionDialog({
 										onFieldChange={handleFieldChange}
 									/>
 									<AttachmentFilePicker
-										file={pendingFile}
-										onChange={setPendingFile}
+										files={pendingFiles}
+										onAdd={(file) => setPendingFiles((prev) => [...prev, file])}
+										onRemove={(file) =>
+											setPendingFiles((prev) => prev.filter((f) => f !== file))
+										}
 										maxSizeMb={maxSizeMb}
 									/>
 								</CollapsibleContent>

src/features/transactions/components/import/upload-zone.tsx

@@ -45,10 +45,10 @@ export function UploadZone({ onParsed }: UploadZoneProps) {
 			reader.readAsText(file, "windows-1252");
 		} else {
 			const reader = new FileReader();
-			reader.onload = (e) => {
+			reader.onload = async (e) => {
 				try {
 					const buffer = e.target?.result as ArrayBuffer;
-					const statement = parseXls(buffer);
+					const statement = await parseXls(buffer);
 					onParsed(statement);
 				} catch (err) {
 					setError(
@@ -62,8 +62,8 @@ export function UploadZone({ onParsed }: UploadZoneProps) {
 		}
 	};
 
-	const handleDownloadTemplate = () => {
-		const bytes = generateXlsTemplate();
+	const handleDownloadTemplate = async () => {
+		const bytes = await generateXlsTemplate();
 		const blob = new Blob([bytes], {
 			type: "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
 		});

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

@@ -127,6 +127,8 @@ export function TransactionsPage({
 	const [bulkDeleteOpen, setBulkDeleteOpen] = useState(false);
 	const [pendingEditData, setPendingEditData] = useState<{
 		id: string;
+		purchaseDate: string;
+		period: string;
 		name: string;
 		categoryId: string | undefined;
 		note: string;
@@ -245,6 +247,8 @@ export function TransactionsPage({
 
 	const handleBulkEditRequest = (data: {
 		id: string;
+		purchaseDate: string;
+		period: string;
 		name: string;
 		categoryId: string | undefined;
 		note: string;
@@ -278,6 +282,8 @@ export function TransactionsPage({
 		const result = await updateTransactionBulkAction({
 			id: pendingEditData.id,
 			scope,
+			purchaseDate: pendingEditData.purchaseDate,
+			period: pendingEditData.period,
 			name: pendingEditData.name,
 			categoryId: pendingEditData.categoryId,
 			note: pendingEditData.note,

src/features/transactions/components/shared/anticipation-card.tsx

@@ -6,6 +6,7 @@ import { ptBR } from "date-fns/locale";
 import { useTransition } from "react";
 import { toast } from "sonner";
 import { cancelInstallmentAnticipationAction } from "@/features/transactions/anticipation-actions";
+import type { InstallmentAnticipationListItem } from "@/features/transactions/hooks/use-installment-anticipations";
 import { ConfirmActionDialog } from "@/shared/components/confirm-action-dialog";
 import MoneyValues from "@/shared/components/money-values";
 import { Badge } from "@/shared/components/ui/badge";
@@ -18,11 +19,10 @@ import {
 	CardHeader,
 	CardTitle,
 } from "@/shared/components/ui/card";
-import type { InstallmentAnticipationWithRelations } from "@/shared/lib/installments/anticipation-types";
 import { displayPeriod } from "@/shared/utils/period";
 
 interface AnticipationCardProps {
-	anticipation: InstallmentAnticipationWithRelations;
+	anticipation: InstallmentAnticipationListItem;
 	onViewLancamento?: (transactionId: string) => void;
 	onCanceled?: () => void;
 }
@@ -37,8 +37,8 @@ export function AnticipationCard({
 	const isSettled = anticipation.transaction?.isSettled === true;
 	const canCancel = !isSettled;
 
-	const formatDate = (date: Date) => {
-		return format(date, "dd 'de' MMMM 'de' yyyy", { locale: ptBR });
+	const formatDate = (date: string) => {
+		return format(new Date(date), "dd 'de' MMMM 'de' yyyy", { locale: ptBR });
 	};
 
 	const handleCancel = async () => {

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

@@ -0,0 +1,59 @@
+import { RiDeleteBin5Line, RiFileCopyLine } from "@remixicon/react";
+import MoneyValues from "@/shared/components/money-values";
+import { Button } from "@/shared/components/ui/button";
+
+type TransactionsBulkBarProps = {
+	selectedCount: number;
+	selectedTotal: number;
+	mode: "delete" | "import";
+	onAction: () => void;
+};
+
+export function TransactionsBulkBar({
+	selectedCount,
+	selectedTotal,
+	mode,
+	onAction,
+}: TransactionsBulkBarProps) {
+	return (
+		<div className="flex flex-wrap items-center gap-3 rounded-lg border bg-muted/50 px-4 py-2">
+			<div className="flex flex-col text-sm text-muted-foreground sm:flex-row sm:items-center sm:gap-2">
+				<span>
+					{selectedCount}{" "}
+					{selectedCount === 1 ? "item selecionado" : "itens selecionados"}
+				</span>
+				<span className="hidden sm:inline" aria-hidden>
+					-
+				</span>
+				<span>
+					Total:{" "}
+					<MoneyValues
+						amount={selectedTotal}
+						className="inline font-medium text-foreground"
+					/>
+				</span>
+			</div>
+			{mode === "delete" ? (
+				<Button
+					onClick={onAction}
+					variant="destructive"
+					size="sm"
+					className="ml-auto"
+				>
+					<RiDeleteBin5Line className="size-4" />
+					Remover selecionados
+				</Button>
+			) : (
+				<Button
+					onClick={onAction}
+					variant="default"
+					size="sm"
+					className="ml-auto"
+				>
+					<RiFileCopyLine className="size-4" />
+					Importar selecionados
+				</Button>
+			)}
+		</div>
+	);
+}

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

@@ -0,0 +1,719 @@
+import {
+	RiAttachment2,
+	RiBankCard2Line,
+	RiChat1Line,
+	RiCheckboxBlankCircleLine,
+	RiCheckboxCircleFill,
+	RiCheckLine,
+	RiDeleteBin5Line,
+	RiFileCopyLine,
+	RiFileList2Line,
+	RiGroupLine,
+	RiHistoryLine,
+	RiMoreFill,
+	RiPencilLine,
+	RiTimeLine,
+} from "@remixicon/react";
+import type { ColumnDef } from "@tanstack/react-table";
+import Image from "next/image";
+import Link from "next/link";
+import { DEFAULT_LANCAMENTOS_COLUMN_ORDER } from "@/features/transactions/column-order";
+import {
+	CategoryIconBadge,
+	EstablishmentLogo,
+} from "@/shared/components/entity-avatar";
+import MoneyValues from "@/shared/components/money-values";
+import { TransactionTypeBadge } from "@/shared/components/transaction-type-badge";
+import {
+	Avatar,
+	AvatarFallback,
+	AvatarImage,
+} from "@/shared/components/ui/avatar";
+import { Badge } from "@/shared/components/ui/badge";
+import { Button } from "@/shared/components/ui/button";
+import { Checkbox } from "@/shared/components/ui/checkbox";
+import {
+	DropdownMenu,
+	DropdownMenuContent,
+	DropdownMenuItem,
+	DropdownMenuSeparator,
+	DropdownMenuTrigger,
+} from "@/shared/components/ui/dropdown-menu";
+import { Spinner } from "@/shared/components/ui/spinner";
+import {
+	Tooltip,
+	TooltipContent,
+	TooltipTrigger,
+} from "@/shared/components/ui/tooltip";
+import { resolveLogoSrc } from "@/shared/lib/logo";
+import { getAvatarSrc } from "@/shared/lib/payers/utils";
+import { formatDate } from "@/shared/utils/date";
+import { getConditionIcon, getPaymentMethodIcon } from "@/shared/utils/icons";
+import { cn } from "@/shared/utils/ui";
+import type { TransactionItem } from "../types";
+
+export type BuildColumnsArgs = {
+	currentUserId: string;
+	noteAsColumn: boolean;
+	onEdit?: (item: TransactionItem) => void;
+	onCopy?: (item: TransactionItem) => void;
+	onImport?: (item: TransactionItem) => void;
+	onConfirmDelete?: (item: TransactionItem) => void;
+	onViewDetails?: (item: TransactionItem) => void;
+	onToggleSettlement?: (item: TransactionItem) => void;
+	onAnticipate?: (item: TransactionItem) => void;
+	onViewAnticipationHistory?: (item: TransactionItem) => void;
+	isSettlementLoading: (id: string) => boolean;
+	showActions: boolean;
+	columnOrder?: string[] | null;
+};
+
+function getPaymentMethodTableLabel(method: string) {
+	if (method === "Transferência bancária") return "Transf. bancária";
+	return method;
+}
+
+const FIXED_START_IDS = ["select", "purchaseDate"];
+const FIXED_END_IDS = ["actions"];
+
+function getColumnId(col: ColumnDef<TransactionItem>): string {
+	const c = col as { id?: string; accessorKey?: string };
+	return c.id ?? c.accessorKey ?? "";
+}
+
+function reorderColumnsByPreference<T>(
+	columns: ColumnDef<T>[],
+	orderPreference: string[] | null | undefined,
+): ColumnDef<T>[] {
+	if (!orderPreference || orderPreference.length === 0) return columns;
+
+	const order = orderPreference;
+	const fixedStart: ColumnDef<T>[] = [];
+	const reorderable: ColumnDef<T>[] = [];
+	const fixedEnd: ColumnDef<T>[] = [];
+
+	for (const col of columns) {
+		const id = getColumnId(col as ColumnDef<TransactionItem>);
+		if (FIXED_START_IDS.includes(id)) fixedStart.push(col);
+		else if (FIXED_END_IDS.includes(id)) fixedEnd.push(col);
+		else reorderable.push(col);
+	}
+
+	const sorted = [...reorderable].sort((a, b) => {
+		const idA = getColumnId(a as ColumnDef<TransactionItem>);
+		const idB = getColumnId(b as ColumnDef<TransactionItem>);
+		const indexA = order.indexOf(idA);
+		const indexB = order.indexOf(idB);
+		if (indexA === -1 && indexB === -1) return 0;
+		if (indexA === -1) return 1;
+		if (indexB === -1) return -1;
+		return indexA - indexB;
+	});
+
+	return [...fixedStart, ...sorted, ...fixedEnd];
+}
+
+function buildColumns({
+	currentUserId,
+	noteAsColumn,
+	onEdit,
+	onCopy,
+	onImport,
+	onConfirmDelete,
+	onViewDetails,
+	onToggleSettlement,
+	onAnticipate,
+	onViewAnticipationHistory,
+	isSettlementLoading,
+	showActions,
+}: BuildColumnsArgs): ColumnDef<TransactionItem>[] {
+	const noop = () => undefined;
+	const handleEdit = onEdit ?? noop;
+	const handleCopy = onCopy ?? noop;
+	const handleImport = onImport ?? noop;
+	const handleConfirmDelete = onConfirmDelete ?? noop;
+	const handleViewDetails = onViewDetails ?? noop;
+	const handleToggleSettlement = onToggleSettlement ?? noop;
+	const handleAnticipate = onAnticipate ?? noop;
+	const handleViewAnticipationHistory = onViewAnticipationHistory ?? noop;
+
+	const columns: ColumnDef<TransactionItem>[] = [
+		{
+			id: "select",
+			header: ({ table }) => (
+				<Checkbox
+					checked={
+						table.getIsAllPageRowsSelected() ||
+						(table.getIsSomePageRowsSelected() && "indeterminate")
+					}
+					onCheckedChange={(value) => table.toggleAllPageRowsSelected(!!value)}
+					aria-label="Selecionar todos"
+				/>
+			),
+			cell: ({ row }) => (
+				<Checkbox
+					checked={row.getIsSelected()}
+					onCheckedChange={(value) => row.toggleSelected(!!value)}
+					aria-label="Selecionar linha"
+				/>
+			),
+			enableSorting: false,
+			enableHiding: false,
+		},
+		{
+			id: "purchaseDate",
+			accessorKey: "purchaseDate",
+			header: () => null,
+			cell: () => null,
+		},
+		{
+			accessorKey: "name",
+			header: "Estabelecimento",
+			cell: ({ row }) => {
+				const {
+					name,
+					purchaseDate,
+					installmentCount,
+					currentInstallment,
+					paymentMethod,
+					dueDate,
+					note,
+					isDivided,
+					isAnticipated,
+					hasAttachments,
+				} = row.original;
+
+				const installmentBadge =
+					currentInstallment && installmentCount
+						? `${currentInstallment} de ${installmentCount}`
+						: null;
+
+				const isBoleto = paymentMethod === "Boleto" && dueDate;
+				const dueDateLabel =
+					isBoleto && dueDate ? `venc. ${formatDate(dueDate)}` : null;
+				const hasNote = Boolean(note?.trim().length);
+				const isLastInstallment =
+					currentInstallment === installmentCount &&
+					installmentCount &&
+					installmentCount > 1;
+
+				return (
+					<span className="flex items-center gap-2">
+						<EstablishmentLogo name={name} size={28} />
+						<span className="flex flex-col py-0.5">
+							<span className="text-xs text-muted-foreground flex items-center gap-2">
+								{formatDate(purchaseDate)}
+								{dueDateLabel ? (
+									<span className="text-primary">{dueDateLabel}</span>
+								) : null}
+							</span>
+							<span className="flex items-center gap-1">
+								<Tooltip>
+									<TooltipTrigger asChild>
+										<span className="line-clamp-2 max-w-[180px] font-medium truncate">
+											{name}
+										</span>
+									</TooltipTrigger>
+									<TooltipContent side="top" className="max-w-xs">
+										{name}
+									</TooltipContent>
+								</Tooltip>
+
+								{isDivided && (
+									<Tooltip>
+										<TooltipTrigger asChild>
+											<span className="inline-flex rounded-full p-1">
+												<RiGroupLine
+													size={14}
+													className="text-muted-foreground"
+													aria-hidden
+												/>
+												<span className="sr-only">
+													Dividido entre pagadores
+												</span>
+											</span>
+										</TooltipTrigger>
+										<TooltipContent side="top">
+											Dividido entre pagadores
+										</TooltipContent>
+									</Tooltip>
+								)}
+
+								{isLastInstallment ? (
+									<Tooltip>
+										<TooltipTrigger asChild>
+											<span className="inline-flex">
+												<Image
+													src="/icons/party.svg"
+													alt="Última parcela"
+													width={16}
+													height={16}
+													className="h-4 w-4"
+												/>
+												<span className="sr-only">Última parcela</span>
+											</span>
+										</TooltipTrigger>
+										<TooltipContent side="top">Última parcela!</TooltipContent>
+									</Tooltip>
+								) : null}
+
+								{installmentBadge ? (
+									<Badge variant="outline" className="px-2 text-xs">
+										{installmentBadge}
+									</Badge>
+								) : null}
+
+								{isAnticipated && (
+									<Tooltip>
+										<TooltipTrigger asChild>
+											<span className="inline-flex rounded-full p-1">
+												<RiTimeLine
+													size={14}
+													className="text-muted-foreground"
+													aria-hidden
+												/>
+												<span className="sr-only">Parcela antecipada</span>
+											</span>
+										</TooltipTrigger>
+										<TooltipContent side="top">
+											Parcela antecipada
+										</TooltipContent>
+									</Tooltip>
+								)}
+
+								{!noteAsColumn && hasNote ? (
+									<Tooltip>
+										<TooltipTrigger asChild>
+											<span className="inline-flex rounded-full p-1 hover:bg-accent transition-colors duration-300">
+												<RiChat1Line
+													className="h-4 w-4 text-muted-foreground"
+													aria-hidden
+												/>
+												<span className="sr-only">Ver anotação</span>
+											</span>
+										</TooltipTrigger>
+										<TooltipContent
+											side="top"
+											align="start"
+											className="max-w-xs whitespace-pre-line"
+										>
+											{note}
+										</TooltipContent>
+									</Tooltip>
+								) : null}
+
+								{hasAttachments ? (
+									<Tooltip>
+										<TooltipTrigger asChild>
+											<span className="inline-flex rounded-full p-1">
+												<RiAttachment2
+													className="h-4 w-4 text-muted-foreground"
+													aria-hidden
+												/>
+												<span className="sr-only">Possui anexos</span>
+											</span>
+										</TooltipTrigger>
+										<TooltipContent side="top">Possui anexos</TooltipContent>
+									</Tooltip>
+								) : null}
+							</span>
+						</span>
+					</span>
+				);
+			},
+		},
+		{
+			accessorKey: "transactionType",
+			header: "Transação",
+			cell: ({ row }) => {
+				const type =
+					row.original.categoriaName === "Saldo inicial"
+						? "Saldo inicial"
+						: row.original.transactionType;
+				return (
+					<TransactionTypeBadge
+						kind={
+							type as "Despesa" | "Receita" | "Transferência" | "Saldo inicial"
+						}
+					/>
+				);
+			},
+		},
+		{
+			accessorKey: "amount",
+			header: "Valor",
+			cell: ({ row }) => {
+				const isReceita = row.original.transactionType === "Receita";
+				const isTransfer = row.original.transactionType === "Transferência";
+				return (
+					<MoneyValues
+						amount={row.original.amount}
+						showPositiveSign={isReceita}
+						className={cn(
+							"whitespace-nowrap",
+							isReceita ? "text-success" : "text-foreground",
+							isTransfer && "text-info",
+						)}
+					/>
+				);
+			},
+		},
+		{
+			accessorKey: "condition",
+			header: "Condição",
+			cell: ({ row }) => {
+				const condition = row.original.condition;
+				const icon = getConditionIcon(condition);
+				return (
+					<span className="flex items-center gap-2">
+						{icon}
+						<span>{condition}</span>
+					</span>
+				);
+			},
+		},
+		{
+			accessorKey: "paymentMethod",
+			header: "Forma de Pagamento",
+			cell: ({ row }) => {
+				const method = row.original.paymentMethod;
+				const icon = getPaymentMethodIcon(method);
+				return (
+					<span className="flex items-center gap-2">
+						{icon}
+						<span>{getPaymentMethodTableLabel(method)}</span>
+					</span>
+				);
+			},
+		},
+		{
+			accessorKey: "categoriaName",
+			header: "Categoria",
+			cell: ({ row }) => {
+				const { categoriaName, categoriaIcon } = row.original;
+				if (!categoriaName) {
+					return <span className="text-muted-foreground">—</span>;
+				}
+				return (
+					<span className="flex items-center gap-2">
+						<CategoryIconBadge
+							icon={categoriaIcon}
+							name={categoriaName}
+							size="sm"
+						/>
+						<span>{categoriaName}</span>
+					</span>
+				);
+			},
+		},
+		{
+			accessorKey: "pagadorName",
+			header: "Pagador",
+			cell: ({ row }) => {
+				const { payerId, pagadorName, pagadorAvatar } = row.original;
+				const label = pagadorName?.trim() || "Sem pagador";
+				const displayName = label.split(/\s+/)[0] ?? label;
+				const avatarSrc = getAvatarSrc(pagadorAvatar);
+				const initial = displayName.charAt(0).toUpperCase() || "?";
+				const content = (
+					<>
+						<Avatar className="size-7">
+							<AvatarImage src={avatarSrc} alt={`Avatar de ${label}`} />
+							<AvatarFallback className="text-[10px] font-medium uppercase">
+								{initial}
+							</AvatarFallback>
+						</Avatar>
+						<span className="truncate">{displayName}</span>
+					</>
+				);
+				if (!payerId) {
+					return (
+						<span className="inline-flex items-center gap-2">{content}</span>
+					);
+				}
+				return (
+					<Link
+						href={`/payers/${payerId}`}
+						className="inline-flex items-center gap-2 hover:underline"
+						title={label}
+					>
+						{content}
+					</Link>
+				);
+			},
+		},
+		{
+			id: "contaCartao",
+			header: "Conta/Cartão",
+			cell: ({ row }) => {
+				const {
+					cartaoName,
+					contaName,
+					cartaoLogo,
+					contaLogo,
+					cardId,
+					accountId,
+					userId,
+				} = row.original;
+				const isCartao = Boolean(cartaoName);
+				const label = cartaoName ?? contaName;
+				const logoSrc = resolveLogoSrc(cartaoLogo ?? contaLogo);
+				const href = cardId
+					? `/cards/${cardId}/invoice`
+					: accountId
+						? `/accounts/${accountId}/statement`
+						: null;
+				const isOwnData = userId === currentUserId;
+
+				const content = (
+					<span className="inline-flex items-center gap-2">
+						{logoSrc && (
+							<Image
+								src={logoSrc}
+								alt={`Logo de ${label}`}
+								width={30}
+								height={30}
+								className="rounded-full"
+							/>
+						)}
+						<span className="truncate">{label}</span>
+					</span>
+				);
+
+				if (!isOwnData || !href) {
+					return (
+						<Tooltip>
+							<TooltipTrigger asChild>{content}</TooltipTrigger>
+							<TooltipContent side="top">
+								{isCartao ? "Cartão" : "Conta"}: {label}
+							</TooltipContent>
+						</Tooltip>
+					);
+				}
+
+				return (
+					<Tooltip>
+						<TooltipTrigger asChild>
+							<Link
+								href={href}
+								className="inline-flex items-center gap-2 hover:underline"
+							>
+								{logoSrc && (
+									<Image
+										src={logoSrc}
+										alt={`Logo de ${label}`}
+										width={30}
+										height={30}
+										className="rounded-full"
+									/>
+								)}
+								<span className="truncate">{label}</span>
+							</Link>
+						</TooltipTrigger>
+						<TooltipContent side="top">
+							{isCartao ? "Cartão" : "Conta"}: {label}
+						</TooltipContent>
+					</Tooltip>
+				);
+			},
+		},
+	];
+
+	if (noteAsColumn) {
+		const accountCardIndex = columns.findIndex((c) => c.id === "contaCartao");
+		const noteColumn: ColumnDef<TransactionItem> = {
+			accessorKey: "note",
+			header: "Anotação",
+			cell: ({ row }) => {
+				const note = row.original.note;
+				if (!note?.trim())
+					return <span className="text-muted-foreground">—</span>;
+				return (
+					<span
+						className="max-w-[200px] truncate whitespace-pre-line text-sm"
+						title={note}
+					>
+						{note}
+					</span>
+				);
+			},
+		};
+		columns.splice(accountCardIndex, 0, noteColumn);
+	}
+
+	if (showActions) {
+		columns.push({
+			id: "actions",
+			header: "Ações",
+			enableSorting: false,
+			cell: ({ row }) => (
+				<div className="flex items-center gap-2">
+					{(() => {
+						const paymentMethod = row.original.paymentMethod;
+						const showSettlementButton = [
+							"Pix",
+							"Boleto",
+							"Cartão de crédito",
+							"Dinheiro",
+							"Cartão de débito",
+							"Transferência bancária",
+							"Pré-Pago | VR/VA",
+						].includes(paymentMethod);
+
+						if (!showSettlementButton) return null;
+
+						const canToggleSettlement =
+							paymentMethod === "Pix" ||
+							paymentMethod === "Boleto" ||
+							paymentMethod === "Dinheiro" ||
+							paymentMethod === "Cartão de débito" ||
+							paymentMethod === "Transferência bancária" ||
+							paymentMethod === "Pré-Pago | VR/VA";
+
+						if (!canToggleSettlement)
+							return (
+								<span className="flex size-7 shrink-0 items-center justify-center">
+									<RiBankCard2Line className="size-4 text-muted-foreground/30" />
+								</span>
+							);
+
+						const readOnly = row.original.readonly;
+						const loading = isSettlementLoading(row.original.id);
+						const settled = Boolean(row.original.isSettled);
+
+						return (
+							<Tooltip>
+								<TooltipTrigger asChild>
+									<Button
+										variant="ghost"
+										size="icon-sm"
+										onClick={() => handleToggleSettlement(row.original)}
+										disabled={loading || readOnly}
+										className={cn(
+											"transition-colors",
+											settled
+												? "bg-success/10 text-success hover:bg-success/20 hover:text-success"
+												: "text-muted-foreground hover:text-foreground",
+										)}
+									>
+										{loading ? (
+											<Spinner className="size-4" />
+										) : settled ? (
+											<RiCheckboxCircleFill className="size-4" />
+										) : (
+											<RiCheckboxBlankCircleLine className="size-4" />
+										)}
+										<span className="sr-only">
+											{settled ? "Desfazer pagamento" : "Marcar como pago"}
+										</span>
+									</Button>
+								</TooltipTrigger>
+								<TooltipContent side="top">
+									{settled ? "Desfazer pagamento" : "Marcar como pago"}
+								</TooltipContent>
+							</Tooltip>
+						);
+					})()}
+
+					<DropdownMenu>
+						<DropdownMenuTrigger asChild>
+							<Button variant="ghost" size="icon-sm">
+								<RiMoreFill className="size-4" />
+								<span className="sr-only">Abrir ações do lançamento</span>
+							</Button>
+						</DropdownMenuTrigger>
+						<DropdownMenuContent align="end" className="w-44">
+							<DropdownMenuItem
+								onSelect={() => handleViewDetails(row.original)}
+							>
+								<RiFileList2Line className="size-4" />
+								Detalhes
+							</DropdownMenuItem>
+							{row.original.userId === currentUserId && (
+								<DropdownMenuItem
+									onSelect={() => handleEdit(row.original)}
+									disabled={row.original.readonly}
+								>
+									<RiPencilLine className="size-4" />
+									Editar
+								</DropdownMenuItem>
+							)}
+							{row.original.categoriaName !== "Pagamentos" &&
+								row.original.userId === currentUserId && (
+									<DropdownMenuItem onSelect={() => handleCopy(row.original)}>
+										<RiFileCopyLine className="size-4" />
+										Copiar
+									</DropdownMenuItem>
+								)}
+							{row.original.categoriaName !== "Pagamentos" &&
+								row.original.userId !== currentUserId && (
+									<DropdownMenuItem onSelect={() => handleImport(row.original)}>
+										<RiFileCopyLine className="size-4" />
+										Importar para Minha Conta
+									</DropdownMenuItem>
+								)}
+							{row.original.userId === currentUserId && (
+								<DropdownMenuItem
+									variant="destructive"
+									onSelect={() => handleConfirmDelete(row.original)}
+									disabled={row.original.readonly}
+								>
+									<RiDeleteBin5Line className="size-4" />
+									Remover
+								</DropdownMenuItem>
+							)}
+
+							{/* Opções de Antecipação */}
+							{row.original.userId === currentUserId &&
+								row.original.condition === "Parcelado" &&
+								row.original.seriesId && (
+									<>
+										<DropdownMenuSeparator />
+
+										{!row.original.isAnticipated && onAnticipate && (
+											<DropdownMenuItem
+												onSelect={() => handleAnticipate(row.original)}
+											>
+												<RiTimeLine className="size-4" />
+												Antecipar Parcelas
+											</DropdownMenuItem>
+										)}
+
+										{onViewAnticipationHistory && (
+											<DropdownMenuItem
+												onSelect={() =>
+													handleViewAnticipationHistory(row.original)
+												}
+											>
+												<RiHistoryLine className="size-4" />
+												Histórico de Antecipações
+											</DropdownMenuItem>
+										)}
+
+										{row.original.isAnticipated && (
+											<DropdownMenuItem disabled>
+												<RiCheckLine className="size-4 text-success" />
+												Parcela Antecipada
+											</DropdownMenuItem>
+										)}
+									</>
+								)}
+						</DropdownMenuContent>
+					</DropdownMenu>
+				</div>
+			),
+		});
+	}
+
+	return columns;
+}
+
+export function getTransactionColumns(
+	args: BuildColumnsArgs,
+): ColumnDef<TransactionItem>[] {
+	const built = buildColumns(args);
+	const order = args.columnOrder?.length
+		? args.columnOrder
+		: DEFAULT_LANCAMENTOS_COLUMN_ORDER;
+	return reorderColumnsByPreference(built, order);
+}

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

@@ -0,0 +1,106 @@
+import {
+	RiArrowLeftDoubleLine,
+	RiArrowLeftSLine,
+	RiArrowRightDoubleLine,
+	RiArrowRightSLine,
+} from "@remixicon/react";
+import { Button } from "@/shared/components/ui/button";
+import {
+	Select,
+	SelectContent,
+	SelectItem,
+	SelectTrigger,
+	SelectValue,
+} from "@/shared/components/ui/select";
+
+type TransactionsPaginationProps = {
+	totalRows: number;
+	currentPage: number;
+	currentPageSize: number;
+	totalPages: number;
+	canPreviousPage: boolean;
+	canNextPage: boolean;
+	onPageChange: (page: number) => void;
+	onPageSizeChange: (size: number) => void;
+};
+
+export function TransactionsPagination({
+	totalRows,
+	currentPage,
+	currentPageSize,
+	totalPages,
+	canPreviousPage,
+	canNextPage,
+	onPageChange,
+	onPageSizeChange,
+}: TransactionsPaginationProps) {
+	return (
+		<div className="mt-4 flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
+			<div className="flex items-center gap-2">
+				<span className="text-sm text-muted-foreground">
+					{totalRows} lançamentos
+				</span>
+				<Select
+					value={currentPageSize.toString()}
+					onValueChange={(value) => onPageSizeChange(Number(value))}
+				>
+					<SelectTrigger className="w-max">
+						<SelectValue />
+					</SelectTrigger>
+					<SelectContent>
+						<SelectItem value="5">5 linhas</SelectItem>
+						<SelectItem value="10">10 linhas</SelectItem>
+						<SelectItem value="20">20 linhas</SelectItem>
+						<SelectItem value="30">30 linhas</SelectItem>
+						<SelectItem value="40">40 linhas</SelectItem>
+						<SelectItem value="50">50 linhas</SelectItem>
+						<SelectItem value="100">100 linhas</SelectItem>
+					</SelectContent>
+				</Select>
+			</div>
+			<div className="flex items-center gap-2">
+				<span className="text-sm text-muted-foreground">
+					Página {currentPage} de {totalPages}
+				</span>
+				<div className="flex items-center gap-1">
+					<Button
+						variant="outline"
+						size="icon-sm"
+						onClick={() => onPageChange(1)}
+						disabled={!canPreviousPage}
+						aria-label="Primeira página"
+					>
+						<RiArrowLeftDoubleLine className="size-4" />
+					</Button>
+					<Button
+						variant="outline"
+						size="icon-sm"
+						onClick={() => onPageChange(currentPage - 1)}
+						disabled={!canPreviousPage}
+						aria-label="Página anterior"
+					>
+						<RiArrowLeftSLine className="size-4" />
+					</Button>
+					<Button
+						variant="outline"
+						size="icon-sm"
+						onClick={() => onPageChange(currentPage + 1)}
+						disabled={!canNextPage}
+						aria-label="Próxima página"
+					>
+						<RiArrowRightSLine className="size-4" />
+					</Button>
+					<Button
+						variant="outline"
+						size="icon-sm"
+						onClick={() => onPageChange(totalPages)}
+						disabled={!canNextPage}
+						aria-label="Última página"
+					>
+						<RiArrowRightDoubleLine className="size-4" />
+					</Button>
+				</div>
+			</div>
+		</div>
+	);
+}

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

@@ -32,7 +32,7 @@ interface LancamentosExportProps {
 	exportContext?: TransactionsExportContext;
 }
 
-const loadXlsx = () => import("xlsx");
+const loadExcelJS = () => import("exceljs");
 
 const loadPdfDeps = async () => {
 	const [{ default: jsPDF }, { default: autoTable }] = await Promise.all([
@@ -158,7 +158,7 @@ export function TransactionsExport({
 		try {
 			setIsExporting(true);
 			const transactions = await loadTransactions();
-			const XLSX = await loadXlsx();
+			const ExcelJS = await loadExcelJS();
 
 			const headers = [
 				"Data",
@@ -188,23 +188,28 @@ export function TransactionsExport({
 				rows.push(row);
 			});
 
-			const ws = XLSX.utils.aoa_to_sheet([headers, ...rows]);
+			const workbook = new ExcelJS.Workbook();
+			const ws = workbook.addWorksheet("Lançamentos");
 
-			ws["!cols"] = [
-				{ wch: 12 }, // Data
-				{ wch: 42 }, // Nome
-				{ wch: 15 }, // Tipo
-				{ wch: 15 }, // Condição
-				{ wch: 20 }, // Pagamento
-				{ wch: 15 }, // Valor
-				{ wch: 20 }, // Category
-				{ wch: 20 }, // Conta/Cartão
-				{ wch: 20 }, // Payer
-			];
+			ws.addRows([headers, ...rows]);
 
-			const wb = XLSX.utils.book_new();
-			XLSX.utils.book_append_sheet(wb, ws, "Lançamentos");
-			XLSX.writeFile(wb, getFileName("xlsx"));
+			const colWidths = [12, 42, 15, 15, 20, 15, 20, 20, 20];
+			colWidths.forEach((w, i) => {
+				ws.getColumn(i + 1).width = w;
+			});
+
+			const buffer = await workbook.xlsx.writeBuffer();
+			const blob = new Blob([buffer], {
+				type: "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+			});
+			const url = URL.createObjectURL(blob);
+			const link = document.createElement("a");
+			link.href = url;
+			link.download = getFileName("xlsx");
+			document.body.appendChild(link);
+			link.click();
+			document.body.removeChild(link);
+			URL.revokeObjectURL(url);
 
 			toast.success("Lançamentos exportados em Excel com sucesso!");
 		} catch (error) {

src/features/transactions/form-helpers.ts

@@ -60,11 +60,6 @@ export function deriveCreditCardPeriod(
 	return period;
 }
 
-/**
- * Split type for dividing transactions between payers
- */
-export type SplitType = "equal" | "60-40" | "70-30" | "80-20" | "custom";
-
 /**
  * Form state type for lancamento dialog
  */
@@ -79,7 +74,6 @@ export type TransactionFormState = {
 	payerId: string | undefined;
 	secondaryPayerId: string | undefined;
 	isSplit: boolean;
-	splitType: SplitType;
 	primarySplitAmount: string;
 	secondarySplitAmount: string;
 	accountId: string | undefined;
@@ -117,7 +111,7 @@ export function buildTransactionInitialState(
 ): TransactionFormState {
 	const purchaseDate = transaction?.purchaseDate
 		? transaction.purchaseDate.slice(0, 10)
-		: (overrides?.defaultPurchaseDate ?? "");
+		: (overrides?.defaultPurchaseDate ?? getTodayDateString());
 
 	const paymentMethod =
 		transaction?.paymentMethod ??
@@ -176,7 +170,7 @@ export function buildTransactionInitialState(
 		payerId: fallbackPayerId ?? undefined,
 		secondaryPayerId: undefined,
 		isSplit: false,
-		splitType: "equal",
+
 		primarySplitAmount: "",
 		secondarySplitAmount: "",
 		accountId:
@@ -210,39 +204,6 @@ export function buildTransactionInitialState(
 	};
 }
 
-/**
- * Split presets with their percentages
- */
-const SPLIT_PRESETS: Record<SplitType, { primary: number; secondary: number }> =
-	{
-		equal: { primary: 50, secondary: 50 },
-		"60-40": { primary: 60, secondary: 40 },
-		"70-30": { primary: 70, secondary: 30 },
-		"80-20": { primary: 80, secondary: 20 },
-		custom: { primary: 50, secondary: 50 },
-	};
-
-/**
- * Calculates split amounts based on total and split type
- */
-export function calculateSplitAmounts(
-	totalAmount: number,
-	splitType: SplitType,
-): { primary: string; secondary: string } {
-	if (totalAmount <= 0) {
-		return { primary: "", secondary: "" };
-	}
-
-	const preset = SPLIT_PRESETS[splitType];
-	const primaryAmount = (totalAmount * preset.primary) / 100;
-	const secondaryAmount = totalAmount - primaryAmount;
-
-	return {
-		primary: primaryAmount.toFixed(2),
-		secondary: secondaryAmount.toFixed(2),
-	};
-}
-
 /**
  * Applies field dependencies when form state changes
  * This function encapsulates the business logic for field interdependencies
@@ -348,7 +309,6 @@ export function applyFieldDependencies(
 	// When split is disabled, clear secondary pagador and split fields
 	if (key === "isSplit" && value === false) {
 		updates.secondaryPayerId = undefined;
-		updates.splitType = "equal";
 		updates.primarySplitAmount = "";
 		updates.secondarySplitAmount = "";
 	}
@@ -367,12 +327,9 @@ export function applyFieldDependencies(
 	if (key === "amount" && typeof value === "string" && currentState.isSplit) {
 		const totalAmount = Number.parseFloat(value) || 0;
 		if (totalAmount > 0) {
-			const splitAmounts = calculateSplitAmounts(
-				totalAmount,
-				currentState.splitType,
-			);
-			updates.primarySplitAmount = splitAmounts.primary;
-			updates.secondarySplitAmount = splitAmounts.secondary;
+			const half = (totalAmount / 2).toFixed(2);
+			updates.primarySplitAmount = half;
+			updates.secondarySplitAmount = half;
 		} else {
 			updates.primarySplitAmount = "";
 			updates.secondarySplitAmount = "";

src/features/transactions/hooks/use-installment-anticipations.ts

@@ -0,0 +1,56 @@
+"use client";
+
+import { useQuery } from "@tanstack/react-query";
+import { z } from "zod";
+import { fetchJson } from "@/shared/lib/fetch-json";
+
+const anticipationItemSchema = z.object({
+	id: z.string().uuid(),
+	anticipationPeriod: z.string().regex(/^\d{4}-\d{2}$/),
+	anticipationDate: z.string().min(1),
+	installmentCount: z.number().int(),
+	totalAmount: z.string(),
+	discount: z.string(),
+	transactionId: z.string().uuid(),
+	note: z.string().nullable(),
+	transaction: z
+		.object({
+			isSettled: z.boolean().nullable(),
+		})
+		.nullable(),
+	payer: z
+		.object({
+			name: z.string().min(1),
+		})
+		.nullable(),
+	category: z
+		.object({
+			name: z.string().min(1),
+		})
+		.nullable(),
+});
+
+export type InstallmentAnticipationListItem = z.infer<
+	typeof anticipationItemSchema
+>;
+
+export const installmentAnticipationsQueryKey = (seriesId: string) =>
+	["transactions", "installment-anticipations", seriesId] as const;
+
+export function useInstallmentAnticipations(
+	seriesId: string,
+	enabled: boolean,
+) {
+	return useQuery({
+		queryKey: installmentAnticipationsQueryKey(seriesId),
+		queryFn: async () => {
+			const payload = await fetchJson<unknown>(
+				`/api/transactions/installments/${seriesId}/anticipations`,
+			);
+
+			return z.array(anticipationItemSchema).parse(payload);
+		},
+		enabled: enabled && Boolean(seriesId),
+		staleTime: 30_000,
+	});
+}

src/features/transactions/hooks/use-transaction-attachments.ts

@@ -0,0 +1,20 @@
+"use client";
+
+import { useQuery } from "@tanstack/react-query";
+import type { TransactionAttachmentListItem } from "@/features/transactions/attachment-queries";
+import { fetchJson } from "@/shared/lib/fetch-json";
+
+export const transactionAttachmentsQueryKey = (transactionId: string) =>
+	["transactions", "attachments", transactionId] as const;
+
+export function useTransactionAttachments(transactionId: string) {
+	return useQuery({
+		queryKey: transactionAttachmentsQueryKey(transactionId),
+		queryFn: () =>
+			fetchJson<TransactionAttachmentListItem[]>(
+				`/api/transactions/${transactionId}/attachments`,
+			),
+		enabled: Boolean(transactionId),
+		staleTime: 30_000,
+	});
+}