chore: prepara versao 2.5.3

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

.gitignore

@@ -106,6 +106,7 @@ docker-compose.override.yml
 .cursor/
 QWEN.md
 AGENTS.md
+.codex
 # === Backups locais ===
 /backup/
 

CHANGELOG.md

@@ -5,7 +5,123 @@ Todas as mudanças notáveis deste projeto serão documentadas neste arquivo.
 O formato é baseado em [Keep a Changelog](https://keepachangelog.com/pt-BR/1.1.0/),
 e este projeto adere ao [Versionamento Semântico](https://semver.org/lang/pt-BR/).
 
-## [Unreleased]
+## [2.5.3] - 2026-05-05
+
+Esta versão foca em polimento do diálogo de detalhes do lançamento, refresh visual da linha do tempo de parcelas e limpeza terminológica em torno de contas/cartões inativos. O diálogo de detalhes ganhou logo da conta/cartão, ícone colorido por categoria e avatar do responsável; a barra de progresso de parcelas foi redesenhada num layout horizontal compacto; e o widget "Minhas Contas" do dashboard passou a ocultar automaticamente contas marcadas como inativas. Internamente, o termo "arquivadas" foi padronizado como "inativas" nas tabs de contas e cartões, surgiram constantes compartilhadas para formas de pagamento liquidáveis e um helper `isAccountInactive`, e o seed de mock data ganhou cobertura mais realista (novas pessoas, contas, cartões e assinaturas recorrentes).
+
+### Adicionado
+- Logo da conta/cartão, ícone colorido por categoria e avatar do responsável no diálogo de detalhes do lançamento.
+- Constantes `SETTLEABLE_PAYMENT_METHODS` e `CREDIT_CARD_PAYMENT_METHOD` em `features/transactions/constants.ts`.
+- Helper `isAccountInactive(status)` em `shared/lib/accounts/constants.ts`, reaproveitado em `account-card.tsx` e `my-accounts-widget.tsx`.
+
+### Alterado
+- Widget "Minhas Contas" do dashboard agora oculta contas inativas (filtra antes de aplicar a regra de "não consideradas") e ajusta o empty state quando o usuário só tem contas inativas.
+- Linha do tempo de parcelas (`InstallmentTimeline`) redesenhada: layout horizontal com barra de progresso, datas de compra e quitação alinhadas nas pontas e contador "N restante(s)" / "Última parcela" abaixo.
+- Diálogo de detalhes do lançamento: badge de status "Pendente" virou "Em aberto" com variante `info`, "Resumo" virou "Total" e ID do lançamento passou a exibir o UUID completo em fonte monoespaçada (sem truncar).
+- Tabs em contas e cartões: "Arquivadas/Arquivados" renomeadas para "Inativas/Inativos".
+- Legenda do calendário envolvida em `Card` para destacar visualmente do conteúdo da página.
+- Páginas `cards`, `categories`, `inbox`, `notes`, `payers` perderam `items-start` no `<main>` (alinhamento natural à largura total); `calendar` ajustou gap de 3 para 4.
+- Tabela de lançamentos: extraído IIFE de payment-method dos botões de liquidação com as novas constantes compartilhadas; bloco logo+label da coluna Conta/Cartão deduplicado via reuso de variável JSX; removido `capitalize` redundante do label "Venc.".
+- Mock data renovado em `scripts/mock-data.ts`: novas pessoas (Mario), novas contas (Itaú Personnalité, Banco Inter), novo cartão Inter Black, e cobertura mais ampla de assinaturas recorrentes (Vivo, Sabesp, Disney+, HBO Max, Amazon Prime, OpenAI, Apple iCloud, Notion, YouTube Premium).
+
+### Removido
+- Comentário narrativo `{/* Opções de Antecipação */}` em `transactions-columns.tsx`.
+- Helper local `shortTransactionId` em `transaction-details-dialog.tsx` (substituído pela exibição do UUID completo).
+
+## [2.5.2] - 2026-05-04
+
+Esta versão traz melhorias visuais e de usabilidade em contas, lançamentos, orçamentos, cartões e anotações: novos tipos de conta, ícones no seletor, feedback visual de limite excedido nas progress bars e refinamentos nos ícones de tarefas em anotações.
+
+### Adicionado
+- Novos tipos de conta `"Dinheiro"` e `"Outros"` na lista padrão do diálogo de contas (issue #50).
+- Ícones por tipo de conta no seletor (Conta Corrente, Poupança, Carteira Digital, Investimento, Pré-Pago, Dinheiro, Outros).
+- Filtro automático: ao selecionar `"Dinheiro"` como forma de pagamento em lançamentos, o select de conta exibe apenas contas do tipo `"Dinheiro"`.
+- Sinal `+` no valor de transferências recebidas na tabela de lançamentos (mantém cor azul).
+
+### Alterado
+- Forma de pagamento de novas transferências entre contas alterada de `"Pix"` para `"Transferência bancária"`.
+- Progress bar de orçamentos excedidos agora exibe indicador e fundo na cor `destructive`.
+- Progress bar de cartões com 100% do limite utilizado agora exibe indicador e fundo na cor `destructive`.
+- Ícone de tarefa não concluída no card e no modal de detalhes de anotações substituído por `RiSubtractLine` (locais sem interação de marcação).
+
+## [2.5.1] - 2026-05-04
+
+Versão de correção pontual focada na exibição do indicador de anexo nas tabelas de lançamentos da fatura do cartão. Em `/cards/[cardId]/invoice`, lançamentos com anexos não mostravam o ícone porque o fetcher dedicado da fatura não calculava o flag `hasAttachments`. A primeira tentativa de adicionar o EXISTS via `extras` na query relacional gerou SQL inválido (Drizzle re-aliasava `transactionAttachments.transactionId` para o alias da tabela externa). A correção definitiva troca o fetcher pela função compartilhada `fetchTransactionsWithRelations` de `features/transactions`, que já implementa o EXISTS corretamente via `select`.
+
+### Corrigido
+- Ícone de anexo voltou a aparecer na tabela de lançamentos da fatura do cartão (`/cards/[cardId]/invoice`). `fetchCardTransactions` em `features/invoices/queries.ts` agora delega para `fetchTransactionsWithRelations`, garantindo que o flag `hasAttachments` seja preenchido com a mesma EXISTS subquery usada no restante do app.
+
+## [2.5.0] - 2026-05-01
+
+Esta versão melhora o fechamento de faturas, a correção de lançamentos já registrados e a conferência de saldos contra o extrato do banco. O novo **ajuste de fatura** fecha a conta entre o total calculado pelo sistema e o valor real cobrado pelo banco, sem exigir que o usuário reabra lançamentos individuais. A mesma ideia foi estendida para **contas correntes**: na página do extrato, ao lado de "Saldo ao final do período", o usuário informa o saldo real e o sistema cria (ou atualiza) um lançamento de ajuste no período visualizado. Também entra o fluxo de **reembolso** para despesas à vista: pelo menu de ações do lançamento, o usuário informa a data do reembolso e o sistema cria uma receita espelhada no extrato ou na fatura correta. O widget de boletos do dashboard ganhou paridade com o widget de faturas — confirmação de pagamento agora pede conta de origem e data antes de quitar o boleto. Por fim, o **limite do cartão** passou a ser obrigatório e o sistema bloqueia despesas em cartão que ultrapassem o limite disponível, retornando uma mensagem com o valor exato disponível. As operações mantêm rastro no lançamento gerado e respeitam a proteção de faturas já pagas.
+
+### Adicionado
+- Nome do boleto no widget de Boletos agora é um link para `/transactions?q=<nome>`, incluindo `?periodo=<mes-ano>` automaticamente quando o período selecionado não é o atual. Ícone `RiExternalLinkLine` ao lado do nome, igual ao padrão do widget de Faturas.
+- Botão "Ajustar fatura" ao lado do valor na página da fatura.
+- Dialog `AdjustInvoiceDialog` com input de valor correto e preview da diferença.
+- Action `adjustInvoiceAction` que faz upsert/delete idempotente do lançamento de ajuste.
+- Botão "Ajustar saldo" ao lado do valor na página do extrato da conta.
+- Dialog `AdjustBalanceDialog` com input do saldo correto e preview da diferença que será lançada (receita ou despesa).
+- Action `adjustAccountBalanceAction` que faz upsert/delete idempotente do lançamento de ajuste por `(accountId, period)`.
+- Opção "Reembolso" no dropdown de ações de despesas à vista, posicionada após "Copiar" e antes de "Remover".
+- Dialog `RefundTransactionDialog` com seleção da data do reembolso e indicação do período de destino.
+- Action `refundTransactionAction` que cria uma receita de reembolso vinculada ao lançamento original.
+- Constantes compartilhadas `INVOICE_ADJUSTMENT_NAME`, `ACCOUNT_BALANCE_ADJUSTMENT_NAME`, `REFUND_NOTE_PREFIX` e `buildRefundNote()` em `shared/lib/accounts/constants.ts`.
+- Validação de limite de cartão: `validateCardLimit()` em `transactions/actions/core.ts` calcula o uso atual do cartão (somando lançamentos não quitados, com a mesma regra usada em `cards/queries.ts` para recorrentes) e bloqueia criação ou edição de despesa em cartão que ultrapasse o disponível, retornando "Lançamento de R$ X excede o limite disponível do cartão (R$ Y)."
+- Schema reutilizável `requiredDecimalSchema(fieldName)` em `shared/lib/schemas/common.ts` — número/string positiva (`> 0`) com mensagens parametrizáveis.
+
+### Alterado
+- **Limite do cartão é obrigatório**: campo `limite` em `cartoes` ganhou `NOT NULL DEFAULT 0` no schema, validação Zod com `requiredDecimalSchema("limite")`, atributo `required` no input do formulário e checagem client-side antes do submit. Tipos `Card.limit` e `Card.limitAvailable` deixam de ser nullable; branch "Ainda não há limite registrado" foi removido de `card-item.tsx` e a derivação defensiva em `cards/[cardId]/invoice` foi simplificada.
+- Migration `0029_friendly_spitfire`: preenche com `0` registros legados antes do `SET NOT NULL` para não quebrar bancos com cartões sem limite.
+- Métricas principais passam a tratar reembolsos como abatimento de despesa, não como receita comum.
+- Cards de receitas/despesas, série histórica do dashboard e resumo do extrato agora preservam o efeito líquido do reembolso no balanço sem inflar entradas e saídas.
+- Pagamento de fatura agora abre confirmação com conta de origem selecionável; por padrão vem a conta vinculada ao cartão, mas o usuário pode escolher outra conta antes de confirmar.
+- Widget de faturas no dashboard ganhou a mesma confirmação: o modal "Confirmar pagamento" agora pede conta de origem e data antes de marcar a fatura como paga, alinhando o comportamento ao da página de fatura.
+- Widget de boletos no dashboard ganhou a mesma paridade: o modal "Confirmar pagamento" passou a oferecer seleção de **conta de pagamento** e **data do pagamento**, com mesma estrutura de cards de detalhes, métricas, separator e formulário condicional do widget de faturas.
+- `toggleTransactionSettlementAction` agora aceita `paymentAccountId` e `paymentDate` opcionais para boletos — quando informados, atualiza a `accountId` do lançamento e usa a data escolhida em `boletoPaymentDate` (em vez da data atual).
+- `DashboardBill` passa a expor `accountId` para que o dialog inicialize a conta com o valor já vinculado ao boleto.
+- Widget "Lançamentos por Categorias" agora ignora a categoria "Transferência interna" — transferências entre contas próprias deixam de poluir o ranking de categorias.
+
+### Corrigido
+- Erro de hidratação no widget de Anotações: `Intl.DateTimeFormat` sem `timeZone` usava o fuso do servidor (UTC) no SSR e o fuso do browser (BRT) no cliente, resultando em datas divergentes. Ambos os formatters passam a usar `timeZone: "America/Sao_Paulo"` explicitamente.
+- Extrato da conta agora contabiliza transferências internas nos cards de **Entradas** e **Saídas**: transferência recebida soma em Entradas, transferência enviada soma em Saídas. Antes o saldo final refletia o movimento mas os cards permaneciam zerados, gerando inconsistência visível na tela (issue #47).
+
+### Removido
+- Seção "Veja o que você pode fazer" (galeria de screenshots com abas) da landing page, junto com o componente `ScreenshotTabs`, as 14 imagens `preview-*.webp`, o bloco `screenshots` em `images.ts`, o link `#telas` do nav e o export `pwaCompatList` sem uso.
+- Exports mortos `dateFormatter` e `monthFormatter` de `features/transactions/formatting-helpers.ts`.
+
+## [2.4.4] - 2026-04-27
+
+Esta versão remove a dependência da extensão `pgcrypto` do PostgreSQL para a geração do `share_code` em pagadores. O default a nível de banco (`gen_random_bytes`) foi removido — agora a aplicação gera o código sempre via `crypto.randomBytes` do Node.js, num utilitário compartilhado. A consequência prática é que o setup inicial fica mais simples: não há mais script de habilitação de extensão, nem etapa extra no primeiro `db:push`, e bancos restaurados de dumps externos não precisam ter `pgcrypto` instalada. O script de backup também foi enxugado para gerar dumps focados nos schemas relevantes (`public` e `drizzle`), descartando os schemas internos do Supabase e eliminando os ~148 erros de restore em PostgreSQL padrão. Por fim, os logos da marca (ícone laranja e wordmark) foram vetorizados: as PNGs antigas foram substituídas por SVGs inline em componentes próprios e por arquivos `.svg` no `public/`, escalando perfeitamente em qualquer tamanho — inclusive nos PDFs exportados, que agora rasterizam o SVG em alta resolução.
+
+### Alterado
+
+- Schema: coluna `share_code` em `pagadores` perdeu o default `substr(encode(gen_random_bytes(24), 'base64'), 1, 24)` — campo continua `NOT NULL` e a aplicação passa a fornecer o valor explicitamente em todas as inserções
+- Pagadores: nova função utilitária `generateShareCode()` em `src/shared/lib/payers/share-code.ts` (server-only) — usa `crypto.randomBytes(18).toString("base64url").slice(0, 24)`
+- Pagadores: `createPayerAction`, `ensureDefaultPagadorForUser`, `resetUserAppData` (settings) e `mock-data.ts` agora chamam `generateShareCode()` ao inserir um pagador
+- Backup: `scripts/backup.sh` agora dumpa apenas os schemas `public` e `drizzle` — schemas internos do Supabase (`auth`, `realtime`, `storage`, `vault`, `graphql`, `graphql_public`, `extensions`, `pgbouncer`) e suas extensions/roles deixam de poluir os dumps. Restaurações em PostgreSQL padrão passam a executar sem os ~148 erros de `role/extension does not exist`
+- Logo: `Logo` foi quebrado em três arquivos — `src/shared/components/logo.tsx` (orquestrador), `logo-icon.tsx` (ícone laranja em SVG inline, viewBox `0 0 200 200`) e `logo-text.tsx` (wordmark em SVG inline, viewBox `0 0 574.201 89.6`). API pública (`variant`, `invertTextOnDark`, `colorIcon`, `iconClassName`, `textClassName`) preservada
+- Assets: `public/images/logo_small.png` e `logo_text.png` substituídos por `logo_small.svg` e `logo_text.svg` (com `width`/`height` explícitos para compatibilidade com `<img>` em canvas)
+- Exports: `loadExportLogoDataUrl` agora carrega SVG e rasteriza no canvas a 4× a resolução natural antes de gerar o data URL — mantém nitidez quando o PDF amplia a imagem
+
+### Removido
+
+- Pasta `scripts/postgres/` (continha `init.sql` e `enable-extensions.ts`)
+- Script `pnpm db:extensions` no `package.json`
+- Referências ao `pnpm db:extensions` no README
+- `public/images/logo_small.png` e `public/images/logo_text.png` (substituídos pelos `.svg`)
+
+### Corrigido
+
+- Migrations: conflito de numeração resolvido — `0027_fancy_reaper` renomeado para `0028_fancy_reaper` (o número 0027 já estava ocupado pelo arquivo órfão `0027_glorious_mindworm`); journal e snapshot atualizados
+- TS: removido `baseUrl` do `tsconfig.json` para evitar erro `TS5101` (deprecação no TS 7) — `moduleResolution: bundler` resolve os `paths` relativos ao próprio `tsconfig`, dispensando `baseUrl`
+
+### Documentação
+
+- README: seção Backup atualizada — arquivos gerados agora especificam que apenas os schemas `public` e `drizzle` são dumpados
+- README: seção Restore reescrita com o fluxo correto para banco Docker (`DROP SCHEMA public CASCADE` + `pg_restore --clean --if-exists --disable-triggers`)
+- README: comando rápido de Docker Compose de backup/restore substituído por `pnpm backup`
+- README: header passa a apontar para `logo_small.svg`
 
 ## [2.4.3] - 2026-04-25
 
@@ -64,7 +180,7 @@ Esta versão é quase toda sobre organização e polimento. O código interno do
 - UI: budget-card, card-item e componentes do calendário (day-cell, event-modal) com layout revisado
 - UI: auth-card-shell simplificado (removido glassmorphism e blob animado)
 - Landing: imagens de preview atualizadas; `mainFeatures` + `extraFeatures` unificados em grid único; dark mode nos botões de CTA
-- Navbar: dark mode corrigido no navbar-shell (`dark:bg-card`, `dark:border-b-border/60`)
+- Navbar: dark mode corrigido no navbar-shell (`dark:bg-card`, `dark:border-b-border`)
 - Logo.dev: `NEXT_PUBLIC_LOGO_DEV_TOKEN` renomeado para `LOGO_DEV_TOKEN` (agora lido em runtime server-side apenas)
 - UI: conceito "Pagador/Pagadores" renomeado para **"Pessoa/Pessoas"** em toda a interface — labels, títulos, toasts, mensagens de erro, cabeçalhos de tabela e exportações. Código, rotas (`/payers`) e schema do banco (`pagadores`) permanecem inalterados; a divergência entre UI e código é intencional
 - Deps: next 16.2.3 → 16.2.4, better-auth 1.6.2 → 1.6.5, ai 6.0.159 → 6.0.168 e outros patches menores

DESIGN.md

@@ -0,0 +1,389 @@
+# Design System Inspired by OpenMonetis
+
+## 1. Visual Theme & Atmosphere
+
+OpenMonetis embodies a warm, approachable financial management aesthetic grounded in trust and transparency. The design system combines a rich warm-orange accent palette with a sophisticated warm-neutral foundation, creating an interface that feels both professional and inviting. The typography and spacing work together to emphasize clarity and hierarchy, supporting the open-source ethos of personal financial control. The visual atmosphere prioritizes legibility and calm navigation, with generous whitespace and deliberate color restraint—the bold orange is reserved for critical calls-to-action and highlights, while the warm grays and blacks anchor the interface with stability and focus.
+
+**Key Characteristics**
+- Warm, approachable color story with a dominant orange accent (`#FF7733`)
+- Generous whitespace and breathing room between sections
+- High contrast between backgrounds and text for accessibility
+- Clear typographic hierarchy using Inter for all text and UI
+- Minimal elevation and shadow treatment—mostly flat design
+- Subtle border accents in warm grays to define surfaces
+- Open-source transparency reflected in straightforward, honest design language
+
+## 2. Color Palette & Roles
+
+### Primary
+- **Primary Accent** (`#FF7733`): Used for primary call-to-action buttons, highlights, and key interactive elements throughout the interface; draws user attention to the most important actions
+- **Primary Dark** (`#443732`): Warm-brown anchor color used extensively for text, headings, and interactive elements; provides the primary text color across the system
+
+### Interactive
+- **Interactive Neutral** (`#0F0D0C`): Near-black used for primary text and strong emphasis elements; highest contrast state
+- **Interactive Overlay** (`#0006`): Transparent black overlay at 24% opacity; used for hover states, modals, and depth layering
+
+### Neutral Scale
+- **Neutral 900** (`#2A2827`): Very dark warm gray; used for secondary text and disabled states
+- **Neutral 800** (`#322C2A`): Dark warm gray; alternative text color for lower-emphasis content
+- **Neutral 700** (`#676260`): Medium warm gray; used for tertiary text, captions, and metadata
+- **Neutral 50** (`#FCF7F6`): Almost-white warm cream; primary background color for light surfaces
+- **Neutral 100** (`#F8F6F4`): Very light warm gray; secondary background and subtle surface distinction
+- **Neutral 200** (`#F5F2EF`): Light warm gray; tertiary background and card interiors
+- **Neutral 300** (`#F0EEEC`): Pale warm gray; border and divider lines
+
+### Surface & Borders
+- **Surface** (`#FFFFFF`): Pure white; primary card and container background; high-contrast surface
+- **Border Light** (`#F0EEEC`): Pale warm gray used for subtle borders between elements
+- **Border Dark** (`#2A2827`): Dark warm gray; stronger borders for defined card boundaries
+
+### Semantic / Status
+- **Success** (`#0E9D6E`): Green used for positive status indicators, confirmation states, and success messages
+- **Warning** (`#F7A439`): Amber used for cautionary states, warnings, and attention-drawing alerts
+- **Error** (`#F53F2D`): Red-orange used for error states, destructive actions, and validation failures
+- **Error Alt** (`#D40C1A`): Deep red alternative for critical errors and danger states
+
+## 3. Typography Rules
+
+### Font Family
+**Primary:** Inter (sans-serif)
+Fallback: `Inter, system-ui, -apple-system, sans-serif`
+
+**Monospace:** ui-monospace
+Fallback: `ui-monospace, 'Courier New', monospace`
+
+### Hierarchy
+
+| Role | Font | Size | Weight | Line Height | Letter Spacing | Notes |
+|------|------|------|--------|-------------|----------------|-------|
+| Display / H1 | Inter | 60px | 600 | 60px | 0px | Page titles and hero headlines; maximum visual impact |
+| Heading H2 | Inter | 36px | 600 | 40px | 0px | Section headers and major subsections |
+| Heading H3 | Inter | 16px | 600 | 20px | 0px | Card titles and smaller section headers |
+| Body | Inter | 20px | 400 | 28px | 0px | Descriptive text, paragraphs, and long-form content |
+| Body Secondary | Inter | 16px | 400 | 24px | 0px | Standard body text, list items, and descriptions |
+| Emphasis / Span | Inter | 14px | 500 | 20px | 0px | Emphasized text, labels, and badge content |
+| Button | Inter | 14px | 500 | 20px | 0px | All button text; medium weight for clarity |
+| Caption | Inter | 14px | 400 | 20px | 0px | Metadata, timestamps, and small supporting text |
+| Code | ui-monospace | 14px | 400 | 20px | 0px | Code blocks and technical content |
+
+### Principles
+- **Contrast & Clarity:** Text color `#0F0D0C` on light backgrounds; `#FFFFFF` on dark backgrounds
+- **Weight Hierarchy:** Use 600 weight for all headings; 500 for interactive/emphasized text; 400 for body
+- **Scale Progression:** Sizes increase in meaningful increments (14 → 16 → 20 → 36 → 60); maintain consistent rhythm
+- **Line Height:** Body text uses 1.4× line height multiplier for comfortable reading; headings use tighter ratio (1:1) for impact
+- **Readability First:** Avoid line lengths over 80 characters for long-form content; increase line height on smaller screens
+
+## 4. Component Stylings
+
+### Buttons
+
+#### Primary Button
+- **Background:** `#FF7733`
+- **Text Color:** `#FFFFFF`
+- **Font Size:** `14px`
+- **Font Weight:** `500`
+- **Font Family:** `Inter`
+- **Padding:** `8px 16px`
+- **Border Radius:** `9.2px`
+- **Border:** `0px solid transparent`
+- **Height:** `40px`
+- **Box Shadow:** `none`
+- **Hover State:** Darken background to `#E55F1F`; add subtle shadow `0px 2px 8px rgba(0, 0, 0, 0.12)`
+- **Active State:** Darken further to `#CC5118`; increase shadow
+- **Disabled State:** Background `#E8E3E0`; text color `#999890`; cursor not-allowed
+
+#### Secondary Button
+- **Background:** `#FFFFFF`
+- **Text Color:** `#2A2827`
+- **Font Size:** `14px`
+- **Font Weight:** `500`
+- **Font Family:** `Inter`
+- **Padding:** `8px 24px`
+- **Border Radius:** `9.2px`
+- **Border:** `1px solid #F0EEEC`
+- **Height:** `40px`
+- **Box Shadow:** `0px 1px 3px rgba(0, 0, 0, 0.06)`
+- **Hover State:** Background `#F8F6F4`; border color `#E8E3E0`
+- **Active State:** Background `#F0EEEC`; border color `#D5CCCA`
+- **Disabled State:** Background `#FAFAF8`; text color `#BFBAB7`; border color `#F0EEEC`
+
+#### Ghost Button
+- **Background:** `transparent`
+- **Text Color:** `#443732`
+- **Font Size:** `14px`
+- **Font Weight:** `500`
+- **Font Family:** `Inter`
+- **Padding:** `6px 8px`
+- **Border Radius:** `9.2px`
+- **Border:** `0px solid transparent`
+- **Height:** `32px`
+- **Box Shadow:** `none`
+- **Hover State:** Background `rgba(68, 55, 50, 0.05)`
+- **Active State:** Background `rgba(68, 55, 50, 0.1)`
+- **Disabled State:** Text color `#BFBAB7`; cursor not-allowed
+
+#### Icon Button
+- **Background:** `transparent`
+- **Icon Color:** `#443732`
+- **Size:** `32px` × `32px`
+- **Border Radius:** `9.2px`
+- **Border:** `0px solid transparent`
+- **Padding:** `0px`
+- **Box Shadow:** `none`
+- **Hover State:** Background `rgba(68, 55, 50, 0.08)`
+- **Active State:** Background `rgba(68, 55, 50, 0.12)`
+
+### Cards & Containers
+
+#### Standard Card
+- **Background:** `#FFFFFF`
+- **Border:** `1px solid #F0EEEC`
+- **Border Radius:** `11.2px`
+- **Padding:** `24px`
+- **Box Shadow:** `none`
+- **Text Color:** `#2A2827`
+- **Hover State:** Border color `#E8E3E0`; box-shadow `0px 4px 12px rgba(0, 0, 0, 0.08)`
+
+#### Card with Top Border
+- **Background:** `#FFFFFF`
+- **Border:** `1px solid #F0EEEC`
+- **Border Radius:** `15.2px 15.2px 0px 0px` (top corners only)
+- **Padding:** `24px`
+- **Box Shadow:** `none`
+- **Top Border Color:** `#FF7733` (3px height implied)
+
+#### Surface Container (Header/Nav)
+- **Background:** `#FF7733`
+- **Height:** `64px`
+- **Padding:** `0px 24px`
+- **Box Shadow:** `none`
+- **Text Color:** `#FFFFFF`
+- **Border:** `0px solid transparent`
+
+#### Light Surface
+- **Background:** `#F8F6F4`
+- **Border:** `0px solid transparent`
+- **Border Radius:** `11.2px`
+- **Padding:** `16px`
+- **Box Shadow:** `none`
+
+### Inputs & Forms
+
+#### Text Input
+- **Background:** `#FFFFFF`
+- **Border:** `1px solid #F0EEEC`
+- **Border Radius:** `9.2px`
+- **Padding:** `12px 16px`
+- **Font Size:** `16px`
+- **Text Color:** `#2A2827`
+- **Line Height:** `24px`
+- **Placeholder Color:** `#999890`
+- **Focus State:** Border color `#FF7733`; box-shadow `0px 0px 0px 3px rgba(255, 119, 51, 0.1)`
+- **Error State:** Border color `#F53F2D`; background `#FEF5F3`
+- **Disabled State:** Background `#F8F6F4`; text color `#BFBAB7`; border color `#F0EEEC`
+
+#### Select / Dropdown
+- **Background:** `#FFFFFF`
+- **Border:** `1px solid #F0EEEC`
+- **Border Radius:** `9.2px`
+- **Padding:** `12px 16px`
+- **Font Size:** `16px`
+- **Text Color:** `#2A2827`
+- **Focus State:** Border color `#FF7733`; outline `0px`
+- **Hover State:** Background `#FAFAF8`
+
+#### Checkbox & Radio
+- **Size:** `20px` × `20px`
+- **Border Radius:** `4px` (checkbox), `50%` (radio)
+- **Border:** `2px solid #F0EEEC`
+- **Background:** `#FFFFFF`
+- **Checked Background:** `#FF7733`
+- **Checked Border:** `2px solid #FF7733`
+- **Checked Icon Color:** `#FFFFFF`
+- **Focus:** Border `2px solid #FF7733`; box-shadow `0px 0px 0px 3px rgba(255, 119, 51, 0.1)`
+
+### Navigation
+
+#### Primary Navigation
+- **Background:** `#FF7733`
+- **Height:** `64px`
+- **Padding:** `0px 48px`
+- **Display:** flex; align-items: center; gap `32px`
+- **Link Color:** `#FFFFFF`
+- **Link Font Size:** `16px`
+- **Link Font Weight:** `400`
+- **Link Hover:** Opacity `0.8`
+- **Link Active:** Text decoration underline; opacity `1.0`
+
+#### Secondary Navigation / Tabs
+- **Background:** `transparent`
+- **Border Bottom:** `2px solid #F0EEEC`
+- **Tab Padding:** `16px 24px`
+- **Tab Color:** `#676260`
+- **Tab Font Size:** `16px`
+- **Tab Hover:** Color `#443732`
+- **Tab Active:** Color `#FF7733`; border-bottom color `#FF7733`
+
+#### Breadcrumb Navigation
+- **Font Size:** `14px`
+- **Color:** `#676260`
+- **Separator:** `/` with `0px 8px` margin
+- **Link Color:** `#443732`
+- **Link Hover:** Color `#FF7733`
+- **Current (Active):** Color `#2A2827`; font-weight `500`
+
+### Badges & Status Indicators
+
+#### Badge – Default
+- **Background:** `#F8F6F4`
+- **Text Color:** `#443732`
+- **Padding:** `4px 12px`
+- **Border Radius:** `20px`
+- **Font Size:** `12px`
+- **Font Weight:** `500`
+- **Border:** `0px solid transparent`
+
+#### Badge – Success
+- **Background:** `#E8F5F0`
+- **Text Color:** `#0E9D6E`
+- **Padding:** `4px 12px`
+- **Border Radius:** `20px`
+- **Font Size:** `12px`
+- **Font Weight:** `500`
+
+#### Badge – Warning
+- **Background:** `#FEF5E8`
+- **Text Color:** `#F7A439`
+- **Padding:** `4px 12px`
+- **Border Radius:** `20px`
+- **Font Size:** `12px`
+- **Font Weight:** `500`
+
+#### Badge – Error
+- **Background:** `#FEF5F3`
+- **Text Color:** `#F53F2D`
+- **Padding:** `4px 12px`
+- **Border Radius:** `20px`
+- **Font Size:** `12px`
+- **Font Weight:** `500`
+
+## 5. Layout Principles
+
+### Spacing System
+- **Base Unit:** `4px`
+- **Scale:** `4px`, `8px`, `12px`, `16px`, `24px`, `32px`, `48px`, `56px`, `64px`, `80px`, `96px`, `128px`
+
+**Usage Contexts:**
+- **4–8px:** Tight spacing within compact components (icon-text pairs, inline elements)
+- **12–16px:** Standard padding inside cards, inputs, and buttons
+- **24–32px:** Section gaps, spacing between components on a page
+- **48–64px:** Large section separations, hero spacing
+- **80–128px:** Hero margins, page-level vertical rhythm
+
+### Grid & Container
+- **Max Width:** `1440px` for full-width containers
+- **Content Width:** `1152px` for typical page layouts
+- **Column Strategy:** 12-column grid system; gutter `24px`
+- **Container Padding:** `48px` on desktop (left + right)
+- **Section Pattern:** Full-width containers with internal max-width constraint
+
+### Whitespace Philosophy
+OpenMonetis prioritizes breathing room and visual clarity. Whitespace is intentional and strategic—surrounding headings, separating card groups, and framing key messages. The warm neutral backgrounds (`#F8F6F4`, `#F5F2EF`) create natural visual separation without hard borders. Minimum margin between major sections is `64px` vertically; minimum padding inside containers is `16px`.
+
+### Border Radius Scale
+- **Sharp Corners:** `0px` (utility container tops, category selectors)
+- **Subtle Radius:** `9.2px` (buttons, small inputs, icon buttons)
+- **Standard Radius:** `11.2px` (cards, standard containers, modals)
+- **Rounded Top:** `15.2px 15.2px 0px 0px` (card headers, sheet-style containers)
+- **Pill Shape:** `24px` (badges, full-rounded tags, avatar images)
+- **Circle:** `50%` (avatar images, radial elements)
+
+## 6. Depth & Elevation
+
+| Level | Treatment | Use |
+|-------|-----------|-----|
+| Flat (None) | No shadow, `border: 1px solid #F0EEEC` | Default cards, inputs, containers; baseline surfaces |
+| Subtle (sm) | `0px 1px 3px rgba(0, 0, 0, 0.06)` | Secondary buttons, hover states on light surfaces |
+| Medium (md) | `0px 4px 12px rgba(0, 0, 0, 0.08)` | Elevated cards on hover, floating actions |
+| Deep (lg) | `0px 10px 24px rgba(0, 0, 0, 0.12)` | Modals, dropdowns, popover menus |
+
+**Shadow Philosophy:**
+The design system uses restrained shadow treatment aligned with a flat-modern aesthetic. Shadows emerge subtly on interaction (hover, focus) rather than as default styling. The primary depth cue is border color (`#F0EEEC`), which maintains visual hierarchy without excessive z-depth. When shadows are used, they employ warm-tinted blacks (`rgba(0, 0, 0, 0.06–0.12)`) to harmonize with the warm neutral palette.
+
+## 7. Do's and Don'ts
+
+### Do
+- Use the primary orange (`#FF7733`) exclusively for the most important call-to-action buttons
+- Apply generous padding (`24px–48px`) around sections and inside cards for breathing room
+- Stack elements vertically with `24–32px` gaps for clear visual rhythm
+- Use warm grays (`#443732`, `#2A2827`) for all body text to maintain the warm aesthetic
+- Apply `9.2px` border radius consistently to all interactive elements (buttons, inputs)
+- Keep line heights at `1.4×` or greater for comfortable reading on body text
+- Use semantic colors (`#0E9D6E` success, `#F7A439` warning, `#F53F2D` error) intentionally
+- Test contrast ratios; maintain WCAG AA minimum (4.5:1 for body text)
+- Use the `Inter` typeface exclusively for consistency
+- Implement focus states with a `3px` colored outline or border
+
+### Don't
+- Don't use orange anywhere except primary CTAs and critical highlights
+- Don't reduce padding below `12px` inside cards or `8px` inside compact buttons
+- Don't use dark backgrounds (`#0F0D0C`) for body text on light surfaces; stick to `#2A2827` or `#443732`
+- Don't apply shadows as default styling; reserve them for elevated states (hover, focus, modal)
+- Don't mix border radius values on the same component type; stick to defined scale
+- Don't increase line height above `1.6×` for headings; tighten for impact
+- Don't use the error color (`#F53F2D`) for general emphasis; reserve for genuine errors
+- Don't create new colors outside the palette; use opacity if gradation is needed
+- Don't apply multiple shadows to a single element; layer a maximum of two shadow values
+- Don't forget to include focus/keyboard navigation states on all interactive elements
+
+## 8. Responsive Behavior
+
+### Breakpoints
+
+| Breakpoint | Width | Key Changes |
+|-----------|-------|-------------|
+| Mobile | `375px–599px` | Single column; container padding `16px`; font sizes reduce 1–2 sizes; gap scale halved |
+| Tablet | `600px–1023px` | Two-column grid; container padding `32px`; button height `36px`; heading sizes reduce slightly |
+| Desktop | `1024px+` | Full 12-column grid; container padding `48px`; full-scale typography; max-width `1440px` |
+
+### Touch Targets
+- **Minimum Interactive Size:** `44px` × `44px` for mobile; `40px` × `40px` for desktop
+- **Button Padding:** `12px` vertical, `16px` horizontal (minimum)
+- **Link Padding:** `6px` vertical, `8px` horizontal minimum
+- **Icon Button:** `32px` × `32px` minimum (32px on mobile preferred)
+- **Spacing Between Targets:** `8px` minimum to avoid accidental activation
+
+### Collapsing Strategy
+- **Navigation:** Horizontal nav on desktop collapses to hamburger menu on tablet; menu items stack vertically with `12px` gap
+- **Grid:** 12-column layout on desktop → 6-column on tablet → 2-column (stacked) on mobile
+- **Cards:** Three-column card layouts collapse to single column on mobile; padding reduces from `24px` to `16px`
+- **Typography:** Display (60px) → 36px on tablet → 28px on mobile; body (20px) → 18px on tablet → 16px on mobile
+- **Spacing:** All spacing scale values reduce by 25–33% on mobile (e.g., `24px` gap → `16px` on tablet, `12px` on mobile)
+- **Buttons:** Full-width on mobile (padding `0px`); inline (auto-width) on desktop
+- **Inputs:** Full-width on mobile; constrained width on desktop
+
+## 9. Agent Prompt Guide
+
+### Quick Color Reference
+- **Primary CTA:** Warm Orange (`#FF7733`) — Buttons, highlights, key interactions
+- **Primary Text:** Warm Brown (`#443732`) — Headings, strong emphasis
+- **Secondary Text:** Dark Neutral (`#2A2827`) — Body text, card content
+- **Background:** White (`#FFFFFF`) — Cards, primary surfaces
+- **Background Alt:** Cream (`#FCF7F6`) — Alternative surfaces, light containers
+- **Border:** Pale Gray (`#F0EEEC`) — Card borders, divider lines
+- **Success:** Green (`#0E9D6E`) — Confirmation, positive states
+- **Warning:** Amber (`#F7A439`) — Cautions, attention states
+- **Error:** Red-Orange (`#F53F2D`) — Errors, destructive actions
+- **Disabled:** Light Gray (`#E8E3E0`) — Inactive elements, inaccessible states
+
+### Iteration Guide
+1. **Always use `#FF7733` for primary buttons** and all main call-to-action elements; secondary buttons use `#FFFFFF` with `#F0EEEC` border
+2. **Typography is always `Inter`** with weights 400 (body), 500 (emphasis), and 600 (headings); size hierarchy: 14 → 16 → 20 → 36 → 60px
+3. **Spacing base is `4px`**; use multiples from the scale (8, 12, 16, 24, 32, 48, 64, 80, 96, 128px); never arbitrary values
+4. **Border radius:** Apply `9.2px` to all buttons and inputs, `11.2px` to cards, `15.2px 15.2px 0px 0px` to top-bordered containers
+5. **Cards default to `#FFFFFF` background with `1px solid #F0EEEC` border**; add shadow only on hover (0px 4px 12px rgba(0, 0, 0, 0.08))
+6. **Form inputs:** Padding `12px 16px`, border `1px solid #F0EEEC`, focus state `border: 1px solid #FF7733` + `box-shadow: 0px 0px 0px 3px rgba(255, 119, 51, 0.1)`
+7. **Navigation background is always `#FF7733`** with white text; links in content use `#443732` with underline on active
+8. **Maintain 1.4× line height minimum for body text**; tighten headings to 1:1 or 1.2:1 ratio
+9. **Contrast validation:** Text `#0F0D0C` or `#2A2827` on light backgrounds (WCAG AA); text `#FFFFFF` on `#FF7733` (WCAG AAA)
+10. **Responsive collapse:** Reduce padding and font by 25% on mobile; stack multi-column layouts to single column; full-width buttons on mobile only

README.md

@@ -1,5 +1,5 @@
 <p align="center">
-  <img src="./public/images/logo_small.png" alt="OpenMonetis Logo" height="80" />
+  <img src="./public/images/logo_small.svg" alt="OpenMonetis Logo" height="80" />
 </p>
 
 <p align="center">
@@ -8,7 +8,7 @@
 
 > **⚠️ Não há versão online hospedada.** Você precisa clonar o repositório e rodar localmente ou no seu próprio servidor.
 
-[![Version](https://img.shields.io/badge/version-2.4.3-blue?style=flat-square)](CHANGELOG.md)
+[![Version](https://img.shields.io/badge/version-2.5.3-blue?style=flat-square)](CHANGELOG.md)
 [![Next.js](https://img.shields.io/badge/Next.js-black?style=flat-square&logo=next.js)](https://nextjs.org/)
 [![TypeScript](https://img.shields.io/badge/TypeScript-blue?style=flat-square&logo=typescript)](https://www.typescriptlang.org/)
 [![PostgreSQL](https://img.shields.io/badge/PostgreSQL-blue?style=flat-square&logo=postgresql)](https://www.postgresql.org/)
@@ -20,11 +20,7 @@
 ---
 
 <p align="center">
-  <img src="./public/images/dashboard-preview-light.webp" alt="Dashboard Preview" width="800" />
-</p>
-
-<p align="center">
-  <img src="./public/images/preview-lancamentos-light.webp" alt="Lançamentos" width="800" />
+  <img src="./public/images/dashboard-preview-light.png" alt="Dashboard Preview" width="800" />
 </p>
 
 ---
@@ -196,13 +192,10 @@ cp .env.example .env
 # 4. Suba o banco
 pnpm docker:db
 
-# 5. Habilite extensões do PostgreSQL (apenas no primeiro setup)
-pnpm db:extensions
-
-# 6. Aplique o schema no banco (apenas no primeiro setup)
+# 5. Aplique o schema no banco (apenas no primeiro setup)
 pnpm db:push
 
-# 7. Inicie o app com hot-reload
+# 6. Inicie o app com hot-reload
 pnpm dev
 ```
 
@@ -240,7 +233,6 @@ pnpm lint:fix         # Biome auto-fix
 pnpm db:generate      # Gerar migrations
 pnpm db:migrate       # Executar migrations
 pnpm db:push          # Push schema direto (dev)
-pnpm db:extensions    # Habilitar extensões PostgreSQL (rodar uma vez)
 pnpm db:studio        # Drizzle Studio (UI visual)
 ```
 
@@ -291,8 +283,7 @@ docker compose up -d app
 docker compose exec app sh                                       # Shell da aplicação
 docker compose exec db psql -U openmonetis -d openmonetis_db    # Shell do banco
 docker compose ps                                                # Status
-docker compose exec db pg_dump -U openmonetis openmonetis_db > backup.sql   # Backup
-docker compose exec -T db psql -U openmonetis -d openmonetis_db < backup.sql  # Restore
+pnpm backup                                                      # Backup (ver seção Backup)
 ```
 
 ### Customizando portas
@@ -318,9 +309,9 @@ Cada execução gera **3 arquivos** em `backup/`:
 
 | Arquivo | Conteúdo | Uso |
 |---|---|---|
-| `openmonetis_YYYY-MM-DD_HH-MM.dump` | Dump custom do PostgreSQL (binário) | Restore completo via `pg_restore` |
-| `openmonetis_YYYY-MM-DD_HH-MM.sql.gz` | Dump SQL completo compactado | Inspeção manual, portabilidade |
-| `openmonetis_YYYY-MM-DD_HH-MM.data.sql.gz` | Apenas os dados da schema `public` | Migração parcial, seed de outro ambiente |
+| `openmonetis_YYYY-MM-DD_HH-MM.dump` | Dump custom dos schemas `public` + `drizzle` | Restore completo via `pg_restore` |
+| `openmonetis_YYYY-MM-DD_HH-MM.sql.gz` | Dump SQL compactado dos schemas `public` + `drizzle` | Inspeção manual, portabilidade |
+| `openmonetis_YYYY-MM-DD_HH-MM.data.sql.gz` | Apenas os dados do schema `public` (sem DDL) | Migração parcial, seed de outro ambiente |
 
 ### Modos de conexão
 
@@ -354,16 +345,19 @@ crontab -e
 ### Restore
 
 ```bash
-# A partir do .dump (recomendado — mais rápido)
-pg_restore --clean --no-owner --no-privileges \
-  -d "postgresql://user:senha@host:5432/openmonetis_db" \
-  backup/openmonetis_YYYY-MM-DD_HH-MM.dump
+# 1. Zerar o banco
+docker exec <container-db> psql -U openmonetis -d openmonetis_db \
+  -c "DROP SCHEMA public CASCADE; CREATE SCHEMA public;"
 
-# A partir do .sql.gz (banco local via Docker)
-gunzip -c backup/openmonetis_YYYY-MM-DD_HH-MM.sql.gz | \
-  docker compose exec -T db psql -U openmonetis -d openmonetis_db
+# 2. Restaurar schema + dados (um comando)
+docker exec -i <container-db> pg_restore \
+  -U openmonetis -d openmonetis_db \
+  --clean --if-exists --disable-triggers --no-owner --no-privileges \
+  < backup/openmonetis_YYYY-MM-DD_HH-MM.dump
 ```
 
+> `--disable-triggers` é necessário para evitar erros de FK durante o restore (os dados são inseridos fora de ordem). O usuário `openmonetis` tem permissão para isso.
+
 ---
 
 ## ☁️ Storage S3 Compatível

biome.json

@@ -1,5 +1,5 @@
 {
-	"$schema": "https://biomejs.dev/schemas/2.4.13/schema.json",
+	"$schema": "https://biomejs.dev/schemas/2.4.14/schema.json",
 	"vcs": {
 		"enabled": true,
 		"clientKind": "git",

docker-entrypoint.sh

@@ -1,15 +1,5 @@
 #!/bin/sh
 
-echo "Habilitando extensão pgcrypto..."
-node -e "
-const { Client } = require('/app/migrate/node_modules/pg');
-const c = new Client({ connectionString: process.env.DATABASE_URL });
-c.connect()
-  .then(() => c.query('CREATE EXTENSION IF NOT EXISTS pgcrypto'))
-  .then(() => c.end())
-  .catch((e) => { console.error('Aviso pgcrypto:', e.message); process.exit(0); });
-"
-
 echo "Rodando migrations..."
 MIGRATED=0
 for i in 1 2 3 4 5; do

drizzle/0028_fancy_reaper.sql

@@ -0,0 +1 @@
+ALTER TABLE "pagadores" ALTER COLUMN "share_code" DROP DEFAULT;

drizzle/0029_friendly_spitfire.sql

@@ -0,0 +1,3 @@
+ALTER TABLE "cartoes" ALTER COLUMN "limite" SET DEFAULT '0';--> statement-breakpoint
+UPDATE "cartoes" SET "limite" = '0' WHERE "limite" IS NULL;--> statement-breakpoint
+ALTER TABLE "cartoes" ALTER COLUMN "limite" SET NOT NULL;

drizzle/meta/_journal.json

@@ -190,6 +190,20 @@
 			"when": 1777042423451,
 			"tag": "0026_bored_eternity",
 			"breakpoints": true
+		},
+		{
+			"idx": 28,
+			"version": "7",
+			"when": 1777153372633,
+			"tag": "0028_fancy_reaper",
+			"breakpoints": true
+		},
+		{
+			"idx": 29,
+			"version": "7",
+			"when": 1777648189399,
+			"tag": "0029_friendly_spitfire",
+			"breakpoints": true
 		}
 	]
 }

next.config.ts

@@ -8,7 +8,6 @@ const nextConfig: NextConfig = {
 	output: "standalone",
 	cacheComponents: true,
 	reactCompiler: true,
-
 	images: {
 		remotePatterns: [
 			new URL("https://lh3.googleusercontent.com/**"),

package.json

@@ -1,6 +1,6 @@
 {
 	"name": "openmonetis",
-	"version": "2.4.3",
+	"version": "2.5.3",
 	"private": true,
 	"packageManager": "pnpm@10.33.0",
 	"scripts": {
@@ -15,7 +15,6 @@
 		"db:generate": "drizzle-kit generate",
 		"db:migrate": "drizzle-kit migrate",
 		"db:push": "drizzle-kit push",
-		"db:extensions": "tsx scripts/postgres/enable-extensions.ts",
 		"db:studio": "drizzle-kit studio",
 		"postinstall": "cp node_modules/pdfjs-dist/build/pdf.worker.min.mjs public/pdf.worker.min.mjs",
 		"docker:up": "docker compose up -d",
@@ -32,16 +31,16 @@
 		"mockup": "tsx scripts/mock-data.ts"
 	},
 	"dependencies": {
-		"@ai-sdk/anthropic": "^3.0.71",
-		"@ai-sdk/google": "^3.0.64",
-		"@ai-sdk/openai": "^3.0.53",
-		"@aws-sdk/client-s3": "^3.1037.0",
-		"@aws-sdk/s3-request-presigner": "^3.1037.0",
+		"@ai-sdk/anthropic": "^3.0.74",
+		"@ai-sdk/google": "^3.0.67",
+		"@ai-sdk/openai": "^3.0.60",
+		"@aws-sdk/client-s3": "^3.1042.0",
+		"@aws-sdk/s3-request-presigner": "^3.1042.0",
 		"@better-auth/passkey": "^1.6.9",
 		"@dnd-kit/core": "^6.3.1",
 		"@dnd-kit/sortable": "^10.0.0",
 		"@dnd-kit/utilities": "^3.2.2",
-		"@openrouter/ai-sdk-provider": "^2.8.0",
+		"@openrouter/ai-sdk-provider": "^2.9.0",
 		"@radix-ui/react-alert-dialog": "1.1.15",
 		"@radix-ui/react-avatar": "1.1.11",
 		"@radix-ui/react-checkbox": "1.3.3",
@@ -64,10 +63,10 @@
 		"@radix-ui/react-toggle-group": "1.1.11",
 		"@radix-ui/react-tooltip": "1.2.8",
 		"@remixicon/react": "4.9.0",
-		"@tanstack/react-query": "^5.100.3",
+		"@tanstack/react-query": "^5.100.9",
 		"@tanstack/react-table": "8.21.3",
 		"@tanstack/react-virtual": "^3.13.24",
-		"ai": "^6.0.168",
+		"ai": "^6.0.175",
 		"better-auth": "1.6.9",
 		"canvas-confetti": "^1.9.4",
 		"class-variance-authority": "0.7.1",
@@ -80,7 +79,7 @@
 		"jspdf-autotable": "^5.0.7",
 		"next": "16.2.4",
 		"next-themes": "0.4.6",
-		"pdfjs-dist": "^5.6.205",
+		"pdfjs-dist": "^5.7.284",
 		"pg": "8.20.0",
 		"react": "19.2.5",
 		"react-day-picker": "^9.14.0",
@@ -90,7 +89,7 @@
 		"sonner": "2.0.7",
 		"tailwind-merge": "3.5.0",
 		"vaul": "1.1.2",
-		"zod": "4.3.6"
+		"zod": "4.4.3"
 	},
 	"pnpm": {
 		"overrides": {
@@ -98,7 +97,7 @@
 		}
 	},
 	"devDependencies": {
-		"@biomejs/biome": "2.4.13",
+		"@biomejs/biome": "2.4.14",
 		"@tailwindcss/postcss": "4.2.4",
 		"@types/canvas-confetti": "^1.9.0",
 		"@types/node": "25.6.0",
@@ -107,7 +106,7 @@
 		"@types/react-dom": "19.2.3",
 		"dotenv": "^17.4.2",
 		"drizzle-kit": "0.31.10",
-		"knip": "^6.7.0",
+		"knip": "^6.11.0",
 		"tailwindcss": "4.2.4",
 		"tsx": "4.21.0",
 		"typescript": "6.0.3"

public/images/logo_small.svg

@@ -0,0 +1,3 @@
+<svg xmlns="http://www.w3.org/2000/svg" width="200" height="200" viewBox="0 0 200 200" role="img" aria-label="OpenMonetis">
+  <path fill="#ff7733" d="M 77.66,165.64 L 37.77,141.54 L 63.30,108.72 L 27.13,97.44 L 46.81,50.77 L 77.66,63.08 L 81.91,30.26 L 126.40,29.23 L 126.06,33.85 L 122.87,67.69 L 158.51,50.77 L 178.19,90.26 L 140.96,104.62 L 162.23,127.18 L 132.98,162.56 L 103.19,131.79 Z"/>
+</svg>

scripts/backup.sh

@@ -58,21 +58,26 @@ DATA_FILE="$BACKUP_DIR/openmonetis_${TIMESTAMP}.data.sql.gz"
 
 log "Iniciando backup (modo: $DB_MODE)..."
 
+# Schemas relevantes do OpenMonetis (descarta lixo Supabase: auth, realtime, storage, vault, graphql, etc.)
+SCHEMA_FLAGS=(--schema=public --schema=drizzle)
+
 # --- Dump ---
 if [[ "$DB_MODE" == "remote" ]]; then
   # --no-owner --no-privileges: necessário no Supabase (roles gerenciados internamente)
   pg_dump --format=custom --no-owner --no-privileges \
+    "${SCHEMA_FLAGS[@]}" \
     "$REMOTE_DB_URL" > "$DUMP_FILE"
 
   pg_dump --no-owner --no-privileges \
+    "${SCHEMA_FLAGS[@]}" \
     "$REMOTE_DB_URL" | gzip > "$SQL_FILE"
 
 elif [[ "$DB_MODE" == "docker" ]]; then
   docker exec "$DOCKER_CONTAINER" pg_dump \
-    -U "$DOCKER_DB_USER" -Fc "$DOCKER_DB_NAME" > "$DUMP_FILE"
+    -U "$DOCKER_DB_USER" -Fc "${SCHEMA_FLAGS[@]}" "$DOCKER_DB_NAME" > "$DUMP_FILE"
 
   docker exec "$DOCKER_CONTAINER" pg_dump \
-    -U "$DOCKER_DB_USER" "$DOCKER_DB_NAME" | gzip > "$SQL_FILE"
+    -U "$DOCKER_DB_USER" "${SCHEMA_FLAGS[@]}" "$DOCKER_DB_NAME" | gzip > "$SQL_FILE"
 
 else
   log "ERRO: DB_MODE inválido ('$DB_MODE'). Use 'remote' ou 'docker'."

scripts/postgres/enable-extensions.ts

@@ -1,45 +0,0 @@
-import * as fs from "node:fs";
-import * as path from "node:path";
-import { config } from "dotenv";
-import { drizzle } from "drizzle-orm/node-postgres";
-import { Pool } from "pg";
-
-// Load environment variables from .env
-config();
-
-async function initDatabase() {
-	const databaseUrl = process.env.DATABASE_URL;
-
-	if (!databaseUrl) {
-		console.error("DATABASE_URL environment variable is required");
-		process.exit(1);
-	}
-
-	const pool = new Pool({ connectionString: databaseUrl });
-	const db = drizzle(pool);
-
-	try {
-		console.log("🔧 Initializing database extensions...");
-
-		// Read and execute init.sql as a single query
-		const initSqlPath = path.join(
-			process.cwd(),
-			"scripts",
-			"postgres",
-			"init.sql",
-		);
-		const initSql = fs.readFileSync(initSqlPath, "utf-8");
-
-		console.log("Executing init.sql...");
-		await db.execute(initSql);
-
-		console.log("✅ Database initialization completed");
-	} catch (error) {
-		console.error("❌ Database initialization failed:", error);
-		process.exit(1);
-	} finally {
-		await pool.end();
-	}
-}
-
-initDatabase();

scripts/postgres/init.sql

@@ -1,10 +0,0 @@
--- Script de inicialização do PostgreSQL para Docker
--- Este script é executado automaticamente quando o banco é criado pela primeira vez
-
--- Habilitar extensão pgcrypto (necessária para gen_random_bytes usado pelo Drizzle)
-CREATE EXTENSION IF NOT EXISTS pgcrypto;
--- Log de sucesso
-DO $$
-BEGIN
-  RAISE NOTICE '✅ Extensão pgcrypto habilitada com sucesso';
-END $$;

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

@@ -3,6 +3,7 @@ import { notFound } from "next/navigation";
 import { connection } from "next/server";
 import { AccountDialog } from "@/features/accounts/components/account-dialog";
 import { AccountStatementCard } from "@/features/accounts/components/account-statement-card";
+import { AdjustBalanceDialog } from "@/features/accounts/components/adjust-balance-dialog";
 import type { Account } from "@/features/accounts/components/types";
 import {
 	fetchAccountData,
@@ -141,6 +142,13 @@ export default async function Page({ params, searchParams }: PageProps) {
 				totalIncomes={totalIncomes}
 				totalExpenses={totalExpenses}
 				logo={account.logo}
+				balanceAdjustment={
+					<AdjustBalanceDialog
+						accountId={account.id}
+						period={selectedPeriod}
+						currentBalance={currentBalance}
+					/>
+				}
 				actions={
 					<AccountDialog
 						mode="update"

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

@@ -19,7 +19,6 @@ export default function RootLayout({
 				subtitle="Gerencie os anexos das suas transações"
 			/>
 			<MonthNavigation />
-
 			{children}
 		</section>
 	);

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

@@ -25,9 +25,7 @@ export default async function Page({ searchParams }: PageProps) {
 	const userId = await getUserId();
 	const resolvedSearchParams = searchParams ? await searchParams : undefined;
 	const periodoParam = getSingleParam(resolvedSearchParams, "periodo");
-
 	const { period: selectedPeriod } = parsePeriodParam(periodoParam);
-
 	const { budgets, categoriesOptions } = await fetchBudgetsForUser(
 		userId,
 		selectedPeriod,

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

@@ -36,7 +36,7 @@ export default async function Page({ searchParams }: PageProps) {
 	};
 
 	return (
-		<main className="flex flex-col gap-3">
+		<main className="flex flex-col gap-4">
 			<MonthNavigation />
 			<MonthlyCalendar
 				period={calendarPeriod}

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

@@ -118,6 +118,8 @@ export default async function Page({ params, searchParams }: PageProps) {
 				financialAccount.id === card.accountId,
 		)?.name ?? "Conta";
 
+	const limitAmount = Number(card.limit);
+
 	const cardDialogData: Card = {
 		id: card.id,
 		name: card.name,
@@ -127,19 +129,14 @@ export default async function Page({ params, searchParams }: PageProps) {
 		dueDay: card.dueDay,
 		note: card.note ?? null,
 		logo: card.logo,
-		limit:
-			card.limit !== null && card.limit !== undefined
-				? Number(card.limit)
-				: null,
+		limit: limitAmount,
 		accountId: card.accountId,
 		accountName,
 		limitInUse: 0,
-		limitAvailable: null,
+		limitAvailable: limitAmount,
 	};
 
 	const { totalAmount, invoiceStatus, paymentDate } = invoiceData;
-	const limitAmount =
-		card.limit !== null && card.limit !== undefined ? Number(card.limit) : null;
 
 	const periodLabel = `${monthName.charAt(0).toUpperCase()}${monthName.slice(
 		1,
@@ -163,6 +160,12 @@ export default async function Page({ params, searchParams }: PageProps) {
 					limitAmount={limitAmount}
 					invoiceStatus={invoiceStatus}
 					paymentDate={paymentDate}
+					defaultPaymentAccountId={card.accountId}
+					paymentAccountOptions={accountOptions.map((option) => ({
+						value: option.value,
+						label: option.label,
+						logo: option.logo ?? null,
+					}))}
 					logo={card.logo}
 					actions={
 						<CardDialog

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

@@ -10,7 +10,7 @@ export default async function Page() {
 		await fetchAllCardsForUser(userId);
 
 	return (
-		<main className="flex flex-col items-start gap-6">
+		<main className="flex flex-col gap-6">
 			<CardsPage
 				cards={activeCards}
 				archivedCards={archivedCards}

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

@@ -9,7 +9,7 @@ export default async function Page() {
 	const categories = await fetchCategoriesForUser(userId);
 
 	return (
-		<main className="flex flex-col items-start gap-6">
+		<main className="flex flex-col gap-6">
 			<CategoriesPage categories={categories} />
 		</main>
 	);

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

@@ -56,7 +56,7 @@ export default async function Page({ searchParams }: PageProps) {
 	const normalizedSourceApps = Array.isArray(sourceApps) ? sourceApps : [];
 
 	return (
-		<main className="flex flex-col items-start gap-6">
+		<main className="flex flex-col gap-6">
 			<InboxPage
 				activeStatus={activeStatus}
 				activeApp={activeApp}

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

@@ -9,7 +9,7 @@ export default async function Page() {
 	const { activeNotes, archivedNotes } = await fetchAllNotesForUser(userId);
 
 	return (
-		<main className="flex flex-col items-start gap-6">
+		<main className="flex flex-col gap-6">
 			<NotesPage notes={activeNotes} archivedNotes={archivedNotes} />
 		</main>
 	);

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

@@ -9,7 +9,7 @@ export default async function Page() {
 	const { payers, avatarOptions } = await fetchPayersForUser(userId);
 
 	return (
-		<main className="flex flex-col items-start gap-6">
+		<main className="flex flex-col gap-6">
 			<PayersPage payers={payers} avatarOptions={avatarOptions} />
 		</main>
 	);

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

@@ -51,7 +51,7 @@ export default async function Page() {
 							<TabsTrigger value="passkeys">Passkeys</TabsTrigger>
 							<TabsTrigger value="email">Alterar e-mail</TabsTrigger>
 							<TabsTrigger value="deletar" className="text-destructive">
-								Deletar conta
+								Ações perigosas
 							</TabsTrigger>
 						</TabsList>
 					</div>
@@ -190,7 +190,6 @@ export default async function Page() {
 									ou excluir sua conta inteira de forma irreversível.
 								</p>
 							</div>
-							<Separator />
 							<DeleteAccountForm />
 						</div>
 					</Card>

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

@@ -9,7 +9,6 @@ import Image from "next/image";
 import Link from "next/link";
 import { AnimateOnScroll } from "@/features/landing/components/animate-on-scroll";
 import { MobileNav } from "@/features/landing/components/mobile-nav";
-import { ScreenshotTabs } from "@/features/landing/components/screenshot-tabs";
 import { SetupTabs } from "@/features/landing/components/setup-tabs";
 import {
 	companionBanks,
@@ -51,19 +50,19 @@ export default async function Page() {
 			{/* Navigation */}
 			<NavbarShell>
 				{/* Center Navigation Links */}
-				<nav className="hidden md:flex items-center gap-1 absolute left-1/2 -translate-x-1/2">
+				<nav className="hidden md:flex items-center gap-1 absolute left-1/2 top-1/2 -translate-x-1/2 -translate-y-1/2">
 					{navLinks.map(({ href, label }) => (
-						<a
+						<Link
 							key={href}
 							href={href}
-							className="rounded-md px-2 py-1.5 text-sm font-medium text-black/75 hover:text-black hover:bg-black/10 transition-colors dark:text-white/75 dark:hover:text-white dark:hover:bg-white/10"
+							className="inline-flex h-9 items-center justify-center rounded-md px-2 text-sm font-medium leading-none text-primary-foreground/75 transition-colors hover:bg-primary-foreground/10 hover:text-primary-foreground dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
 						>
 							{label}
-						</a>
+						</Link>
 					))}
 				</nav>
 
-				<nav className="ml-auto flex items-center gap-2 md:gap-3">
+				<nav className="ml-auto flex items-center gap-1">
 					<AnimatedThemeToggler variant="navbar" />
 					{!isPublicDomain &&
 						(session?.user ? (
@@ -71,26 +70,27 @@ export default async function Page() {
 								<Button
 									variant="navbar"
 									size="sm"
-									className="border border-black/20 dark:border-white/20"
+									className="h-9 text-primary-foreground/75 hover:bg-primary-foreground/10 hover:text-primary-foreground shadow-none dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
 								>
 									Dashboard
 								</Button>
 							</Link>
 						) : (
-							<div className="hidden md:flex items-center gap-2">
+							<div className="hidden md:flex items-center gap-1">
 								<Link href="/login">
 									<Button
 										variant="ghost"
 										size="sm"
-										className="text-black/75 hover:bg-black/10 hover:text-black shadow-none dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
+										className="h-9 text-primary-foreground/75 hover:bg-primary-foreground/10 hover:text-primary-foreground shadow-none dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
 									>
 										Entrar
 									</Button>
 								</Link>
 								<Link href="/signup">
 									<Button
+										variant="ghost"
 										size="sm"
-										className="bg-black/10 border border-black/20 text-black shadow-none hover:bg-black/20 gap-2 dark:bg-white/10 dark:border-white/20 dark:text-white dark:hover:bg-white/20"
+										className="h-9 text-primary-foreground/75 hover:bg-primary-foreground/10 hover:text-primary-foreground shadow-none dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
 									>
 										Começar
 									</Button>
@@ -207,31 +207,6 @@ export default async function Page() {
 				</div>
 			</section>
 
-			{/* Screenshots Gallery Section */}
-			<section id="telas" className="py-12 md:py-24">
-				<div className="max-w-8xl mx-auto px-4">
-					<div className="mx-auto max-w-6xl">
-						<AnimateOnScroll>
-							<div className="text-center mb-8 md:mb-12">
-								<Badge variant="outline" className="mb-4">
-									Conheça as telas
-								</Badge>
-								<h2 className="text-2xl sm:text-3xl md:text-4xl mb-3 md:mb-4 font-semibold">
-									Veja o que você pode fazer
-								</h2>
-								<p className="text-base md:text-lg text-muted-foreground max-w-2xl mx-auto px-4 sm:px-0">
-									Explore as principais telas do OpenMonetis
-								</p>
-							</div>
-						</AnimateOnScroll>
-
-						<AnimateOnScroll>
-							<ScreenshotTabs />
-						</AnimateOnScroll>
-					</div>
-				</div>
-			</section>
-
 			{/* Features Section */}
 			<section id="funcionalidades" className="py-12 md:py-24 bg-muted/40">
 				<div className="max-w-8xl mx-auto px-4">

src/app/globals.css

@@ -8,7 +8,7 @@
 }
 
 :root {
-  --background: oklch(97.412% 0.00332 67.032);
+  --background: oklch(95.99% 0.00411 55.512);
   --foreground: oklch(27% 0.008 45);
   --card: oklch(100% 0 0);
   --card-foreground: var(--foreground);
@@ -36,7 +36,7 @@
   --destructive: oklch(55% 0.22 27);
   --destructive-foreground: oklch(98% 0.005 30);
 
-  --border: oklch(92.323% 0.01276 63.703);
+  --border: oklch(87.356% 0.01221 67.486);
   --input: var(--border);
   --ring: var(--primary);
 
@@ -116,7 +116,7 @@
   --destructive: oklch(62% 0.2 28);
   --destructive-foreground: oklch(98% 0.005 30);
 
-  --border: oklch(28% 0.0035 55);
+  --border: oklch(24.957% 0.00355 48.274);
   --input: var(--border);
   --ring: var(--primary);
 

src/app/layout.tsx

@@ -9,7 +9,7 @@ import { inter } from "@/public/fonts/font_index";
 export const metadata: Metadata = {
 	title: {
 		default: "OpenMonetis | Suas finanças, do seu jeito",
-		template: "%s | OpenMonetis",
+		template: "OpenMonetis | %s",
 	},
 	description:
 		"Controle suas finanças pessoais de forma simples e transparente.",
@@ -40,7 +40,7 @@ export default function RootLayout({
 					/>
 				)}
 			</head>
-			<body className="subpixel-antialiased" suppressHydrationWarning>
+			<body className="antialiased" suppressHydrationWarning>
 				<ThemeProvider attribute="class" defaultTheme="light">
 					<QueryProvider>
 						<Suspense>{children}</Suspense>

src/db/schema.ts

@@ -236,9 +236,7 @@ export const payers = pgTable(
 		note: text("anotacao"),
 		role: text("role"),
 		isAutoSend: boolean("is_auto_send").notNull().default(false),
-		shareCode: text("share_code")
-			.notNull()
-			.default(sql`substr(encode(gen_random_bytes(24), 'base64'), 1, 24)`),
+		shareCode: text("share_code").notNull(),
 		lastMailAt: timestamp("last_mail", {
 			mode: "date",
 			withTimezone: true,
@@ -303,7 +301,9 @@ export const cards = pgTable(
 		closingDay: text("dt_fechamento").notNull(),
 		dueDay: text("dt_vencimento").notNull(),
 		note: text("anotacao"),
-		limit: numeric("limite", { precision: 10, scale: 2 }),
+		limit: numeric("limite", { precision: 10, scale: 2 })
+			.notNull()
+			.default("0"),
 		brand: text("bandeira"),
 		logo: text("logo"),
 		status: text("status").notNull(),

src/features/accounts/actions.ts

@@ -4,6 +4,7 @@ import { and, eq } from "drizzle-orm";
 import { z } from "zod";
 import { categories, financialAccounts, transactions } from "@/db/schema";
 import {
+	ACCOUNT_BALANCE_ADJUSTMENT_NAME,
 	INITIAL_BALANCE_CATEGORY_NAME,
 	INITIAL_BALANCE_CONDITION,
 	INITIAL_BALANCE_NOTE,
@@ -17,6 +18,7 @@ import {
 } from "@/shared/lib/actions/helpers";
 import { getUser } from "@/shared/lib/auth/server";
 import { db } from "@/shared/lib/db";
+import { PERIOD_FORMAT_REGEX } from "@/shared/lib/invoices";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
 import { noteSchema, uuidSchema } from "@/shared/lib/schemas/common";
 import {
@@ -26,8 +28,11 @@ import {
 	TRANSFER_ESTABLISHMENT_SAIDA,
 	TRANSFER_PAYMENT_METHOD,
 } from "@/shared/lib/transfers/constants";
-import { formatDecimalForDbRequired } from "@/shared/utils/currency";
-import { getTodayInfo } from "@/shared/utils/date";
+import {
+	formatCurrency,
+	formatDecimalForDbRequired,
+} from "@/shared/utils/currency";
+import { getBusinessTodayDate, getTodayInfo } from "@/shared/utils/date";
 import { normalizeFilePath } from "@/shared/utils/string";
 
 const accountBaseSchema = z.object({
@@ -99,7 +104,7 @@ export async function createAccountAction(
 
 		if (hasInitialBalance && !adminPayerId) {
 			throw new Error(
-				"Pessoa com papel administrador não encontrado. Crie um pessoa admin antes de definir um saldo inicial.",
+				"Pessoa com papel administrador não encontrada. Crie uma pessoa admin antes de definir um saldo inicial.",
 			);
 		}
 
@@ -299,7 +304,7 @@ export async function transferBetweenAccountsAction(
 
 		if (!adminPayerId) {
 			throw new Error(
-				"Pessoa administrador não encontrado. Por favor, crie um pessoa admin.",
+				"Pessoa administrador não encontrada. Por favor, crie uma pessoa admin.",
 			);
 		}
 
@@ -391,3 +396,120 @@ export async function transferBetweenAccountsAction(
 		return handleActionError(error);
 	}
 }
+
+const adjustAccountBalanceSchema = z.object({
+	accountId: uuidSchema("FinancialAccount"),
+	period: z
+		.string({ message: "Período inválido." })
+		.regex(PERIOD_FORMAT_REGEX, "Período inválido."),
+	currentBalance: z.number({ message: "Saldo atual inválido." }),
+	targetBalance: z.number({ message: "Saldo correto inválido." }),
+});
+
+type AdjustAccountBalanceInput = z.infer<typeof adjustAccountBalanceSchema>;
+
+export async function adjustAccountBalanceAction(
+	input: AdjustAccountBalanceInput,
+): Promise<ActionResult> {
+	try {
+		const user = await getUser();
+		const data = adjustAccountBalanceSchema.parse(input);
+		const adminPayerId = await getAdminPayerId(user.id);
+
+		if (!adminPayerId) {
+			throw new Error(
+				"Pessoa com papel administrador não encontrada. Crie uma pessoa admin antes de ajustar o saldo.",
+			);
+		}
+
+		let message = "Ajuste de saldo registrado.";
+
+		await db.transaction(async (tx: typeof db) => {
+			const account = await tx.query.financialAccounts.findFirst({
+				columns: { id: true },
+				where: and(
+					eq(financialAccounts.id, data.accountId),
+					eq(financialAccounts.userId, user.id),
+				),
+			});
+
+			if (!account) {
+				throw new Error("Conta não encontrada.");
+			}
+
+			const existing = await tx.query.transactions.findFirst({
+				columns: { id: true, amount: true },
+				where: and(
+					eq(transactions.userId, user.id),
+					eq(transactions.accountId, data.accountId),
+					eq(transactions.period, data.period),
+					eq(transactions.name, ACCOUNT_BALANCE_ADJUSTMENT_NAME),
+				),
+			});
+
+			const existingAmount = Number(existing?.amount ?? 0);
+			const baseBalance = data.currentBalance - existingAmount;
+			const adjustmentAmount =
+				Math.round((data.targetBalance - baseBalance) * 100) / 100;
+
+			if (adjustmentAmount === 0) {
+				if (existing) {
+					await tx.delete(transactions).where(eq(transactions.id, existing.id));
+					message = "Ajuste de saldo removido.";
+				} else {
+					message = "Nada a ajustar — o saldo já está correto.";
+				}
+				return;
+			}
+
+			const isExpense = adjustmentAmount < 0;
+			const categoryName = isExpense ? "Outras despesas" : "Outras receitas";
+
+			const category = await tx.query.categories.findFirst({
+				columns: { id: true },
+				where: and(
+					eq(categories.userId, user.id),
+					eq(categories.name, categoryName),
+				),
+			});
+
+			const amount = formatDecimalForDbRequired(adjustmentAmount);
+			const note = `O saldo era ${formatCurrency(baseBalance)} mas o correto é ${formatCurrency(data.targetBalance)}.`;
+
+			const payload = {
+				condition: INITIAL_BALANCE_CONDITION,
+				name: ACCOUNT_BALANCE_ADJUSTMENT_NAME,
+				paymentMethod: INITIAL_BALANCE_PAYMENT_METHOD,
+				note,
+				amount,
+				purchaseDate: getBusinessTodayDate(),
+				transactionType: isExpense
+					? ("Despesa" as const)
+					: ("Receita" as const),
+				period: data.period,
+				isSettled: true,
+				userId: user.id,
+				accountId: data.accountId,
+				cardId: null,
+				categoryId: category?.id ?? null,
+				payerId: adminPayerId,
+			};
+
+			if (existing) {
+				await tx
+					.update(transactions)
+					.set(payload)
+					.where(eq(transactions.id, existing.id));
+			} else {
+				await tx.insert(transactions).values(payload);
+			}
+		});
+
+		revalidateForEntity("accounts", user.id);
+		revalidateForEntity("transactions", user.id);
+
+		return { success: true, message };
+	} catch (error) {
+		return handleActionError(error);
+	}
+}

src/features/accounts/components/account-card.tsx

@@ -15,6 +15,7 @@ import {
 	TooltipContent,
 	TooltipTrigger,
 } from "@/shared/components/ui/tooltip";
+import { isAccountInactive } from "@/shared/lib/accounts/constants";
 import { cn } from "@/shared/utils/ui";
 
 interface AccountCardProps {
@@ -46,7 +47,7 @@ export function AccountCard({
 	onTransfer,
 	className,
 }: AccountCardProps) {
-	const isInactive = status?.toLowerCase() === "inativa";
+	const isInactive = isAccountInactive(status);
 
 	const balanceColor =
 		balance > 0
@@ -145,6 +146,7 @@ export function AccountCard({
 					<span className="text-xs text-muted-foreground">Saldo</span>
 					<MoneyValues
 						amount={balance}
+						showPositiveSign
 						className={cn("text-2xl font-semibold", balanceColor)}
 					/>
 				</div>

src/features/accounts/components/account-dialog.tsx

@@ -37,7 +37,9 @@ const DEFAULT_ACCOUNT_TYPES = [
 	"Conta Poupança",
 	"Carteira Digital",
 	"Conta Investimento",
+	"Dinheiro",
 	"Pré-Pago | VR/VA",
+	"Outros",
 ] as const;
 
 const DEFAULT_ACCOUNT_STATUS = ["Ativa", "Inativa"] as const;

src/features/accounts/components/account-form-fields.tsx

@@ -12,7 +12,10 @@ import {
 	SelectValue,
 } from "@/shared/components/ui/select";
 import { Textarea } from "@/shared/components/ui/textarea";
-import { StatusSelectContent } from "./account-select-items";
+import {
+	AccountTypeSelectContent,
+	StatusSelectContent,
+} from "./account-select-items";
 
 import type { AccountFormValues } from "./types";
 
@@ -54,12 +57,16 @@ export function AccountFormFields({
 					onValueChange={(value) => onChange("accountType", value)}
 				>
 					<SelectTrigger id="account-type" className="w-full">
-						<SelectValue placeholder="Selecione o tipo" />
+						<SelectValue placeholder="Selecione o tipo">
+							{values.accountType && (
+								<AccountTypeSelectContent label={values.accountType} />
+							)}
+						</SelectValue>
 					</SelectTrigger>
 					<SelectContent>
 						{accountTypes.map((type) => (
 							<SelectItem key={type} value={type}>
-								{type}
+								<AccountTypeSelectContent label={type} />
 							</SelectItem>
 						))}
 					</SelectContent>

src/features/accounts/components/account-select-items.tsx

@@ -1,6 +1,18 @@
 "use client";
 
 import StatusDot from "@/shared/components/status-dot";
+import { getAccountTypeIcon } from "@/shared/utils/icons";
+
+export function AccountTypeSelectContent({ label }: { label: string }) {
+	const icon = getAccountTypeIcon(label);
+
+	return (
+		<span className="flex items-center gap-2">
+			{icon}
+			<span>{label}</span>
+		</span>
+	);
+}
 
 export function StatusSelectContent({ label }: { label: string }) {
 	const isActive = label === "Ativa";

src/features/accounts/components/account-statement-card.tsx

@@ -26,6 +26,7 @@ type AccountStatementCardProps = {
 	totalExpenses: number;
 	logo?: string | null;
 	actions?: React.ReactNode;
+	balanceAdjustment?: React.ReactNode;
 };
 
 const getAccountStatusBadgeVariant = (
@@ -45,6 +46,7 @@ export function AccountStatementCard({
 	totalExpenses,
 	logo,
 	actions,
+	balanceAdjustment,
 }: AccountStatementCardProps) {
 	const logoPath = resolveLogoSrc(logo);
 	const resultado = totalIncomes - totalExpenses;
@@ -84,10 +86,13 @@ export function AccountStatementCard({
 						<p className="text-sm text-muted-foreground ">
 							Saldo ao final do período
 						</p>
-						<MoneyValues
-							amount={currentBalance}
-							className="text-3xl leading-none tracking-tighter sm:text-2xl"
-						/>
+						<div className="flex items-center gap-2">
+							<MoneyValues
+								amount={currentBalance}
+								className="text-3xl leading-none tracking-tighter sm:text-2xl"
+							/>
+							{balanceAdjustment}
+						</div>
 						<div className="flex items-center gap-2">
 							<Badge
 								variant={getAccountStatusBadgeVariant(status)}

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

@@ -186,14 +186,14 @@ export function AccountsPage({
 				<Tabs value={activeTab} onValueChange={setActiveTab} className="w-full">
 					<TabsList>
 						<TabsTrigger value="ativos">Ativas</TabsTrigger>
-						<TabsTrigger value="arquivados">Arquivadas</TabsTrigger>
+						<TabsTrigger value="inativas">Inativas</TabsTrigger>
 					</TabsList>
 
 					<TabsContent value="ativos" className="mt-4">
 						{renderAccountList(orderedAccounts, false)}
 					</TabsContent>
 
-					<TabsContent value="arquivados" className="mt-4">
+					<TabsContent value="inativas" className="mt-4">
 						{renderAccountList(orderedArchivedAccounts, true)}
 					</TabsContent>
 				</Tabs>

src/features/accounts/components/adjust-balance-dialog.tsx

@@ -0,0 +1,135 @@
+"use client";
+
+import { RiEqualizerLine } from "@remixicon/react";
+import { useRouter } from "next/navigation";
+import { useEffect, useState, useTransition } from "react";
+import { toast } from "sonner";
+import { adjustAccountBalanceAction } from "@/features/accounts/actions";
+import { Button } from "@/shared/components/ui/button";
+import { CurrencyInput } from "@/shared/components/ui/currency-input";
+import {
+	Dialog,
+	DialogContent,
+	DialogDescription,
+	DialogFooter,
+	DialogHeader,
+	DialogTitle,
+	DialogTrigger,
+} from "@/shared/components/ui/dialog";
+import { Label } from "@/shared/components/ui/label";
+import { formatCurrency } from "@/shared/utils/currency";
+
+type AdjustBalanceDialogProps = {
+	accountId: string;
+	period: string;
+	currentBalance: number;
+};
+
+export function AdjustBalanceDialog({
+	accountId,
+	period,
+	currentBalance,
+}: AdjustBalanceDialogProps) {
+	const router = useRouter();
+	const [open, setOpen] = useState(false);
+	const [isPending, startTransition] = useTransition();
+	const [amount, setAmount] = useState<string>(currentBalance.toFixed(2));
+
+	useEffect(() => {
+		if (open) {
+			setAmount(currentBalance.toFixed(2));
+		}
+	}, [open, currentBalance]);
+
+	const targetBalance = Number(amount);
+	const diff = Number.isFinite(targetBalance)
+		? Math.round((targetBalance - currentBalance) * 100) / 100
+		: 0;
+	const diffLabel =
+		diff > 0
+			? `Será criado um lançamento de receita de ${formatCurrency(diff)}.`
+			: diff < 0
+				? `Será criado um lançamento de despesa de ${formatCurrency(Math.abs(diff))}.`
+				: "Nenhum ajuste será criado — o saldo já está correto.";
+
+	const handleSave = () => {
+		if (!Number.isFinite(targetBalance)) {
+			toast.error("Informe um valor válido.");
+			return;
+		}
+
+		startTransition(async () => {
+			const result = await adjustAccountBalanceAction({
+				accountId,
+				period,
+				currentBalance,
+				targetBalance,
+			});
+
+			if (result.success) {
+				toast.success(result.message);
+				setOpen(false);
+				router.refresh();
+				return;
+			}
+
+			toast.error(result.error);
+		});
+	};
+
+	return (
+		<Dialog open={open} onOpenChange={setOpen}>
+			<DialogTrigger asChild>
+				<Button
+					type="button"
+					variant="ghost"
+					size="icon-sm"
+					className="text-muted-foreground hover:text-foreground"
+					aria-label="Ajustar saldo"
+				>
+					<RiEqualizerLine className="size-4" />
+				</Button>
+			</DialogTrigger>
+			<DialogContent className="sm:max-w-md">
+				<DialogHeader>
+					<DialogTitle>Ajustar saldo</DialogTitle>
+					<DialogDescription>
+						Informe o saldo correto da conta ao final do período. A diferença em
+						relação ao saldo atual será lançada como um ajuste.
+					</DialogDescription>
+				</DialogHeader>
+				<div className="space-y-4">
+					<div className="rounded-md border bg-muted/30 px-3 py-2 text-sm">
+						<p className="text-muted-foreground">Saldo atual no sistema</p>
+						<p className="font-medium text-foreground">
+							{formatCurrency(currentBalance)}
+						</p>
+					</div>
+					<div className="space-y-2">
+						<Label htmlFor="adjust-balance-target">Saldo correto</Label>
+						<CurrencyInput
+							id="adjust-balance-target"
+							value={amount}
+							onValueChange={setAmount}
+							autoFocus
+						/>
+						<p className="text-xs text-muted-foreground">{diffLabel}</p>
+					</div>
+				</div>
+				<DialogFooter>
+					<Button
+						type="button"
+						variant="outline"
+						onClick={() => setOpen(false)}
+						disabled={isPending}
+					>
+						Cancelar
+					</Button>
+					<Button type="button" onClick={handleSave} disabled={isPending}>
+						{isPending ? "Salvando..." : "Salvar"}
+					</Button>
+				</DialogFooter>
+			</DialogContent>
+		</Dialog>
+	);
+}

src/features/accounts/statement-queries.ts

@@ -4,7 +4,10 @@ import {
 	fetchTransactionsPageWithRelations,
 	fetchTransactionsWithRelations,
 } from "@/features/transactions/queries";
-import { INITIAL_BALANCE_NOTE } from "@/shared/lib/accounts/constants";
+import {
+	INITIAL_BALANCE_NOTE,
+	REFUND_NOTE_PREFIX,
+} from "@/shared/lib/accounts/constants";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
 
@@ -74,7 +77,9 @@ export async function fetchAccountSummary(
           sum(
             case
               when ${transactions.note} = ${INITIAL_BALANCE_NOTE} then 0
+              when ${transactions.note} ilike ${`${REFUND_NOTE_PREFIX}%`} then 0
               when ${transactions.transactionType} = 'Receita' then ${transactions.amount}
+              when ${transactions.transactionType} = 'Transferência' and ${transactions.amount} > 0 then ${transactions.amount}
               else 0
             end
           ),
@@ -86,7 +91,9 @@ export async function fetchAccountSummary(
           sum(
             case
               when ${transactions.note} = ${INITIAL_BALANCE_NOTE} then 0
+              when ${transactions.note} ilike ${`${REFUND_NOTE_PREFIX}%`} then abs(${transactions.amount})
               when ${transactions.transactionType} = 'Despesa' then ${transactions.amount}
+              when ${transactions.transactionType} = 'Transferência' and ${transactions.amount} < 0 then ${transactions.amount}
               else 0
             end
           ),
@@ -135,7 +142,8 @@ export async function fetchAccountSummary(
 	const openingBalance = initialBalance + previousMovements;
 	const netAmount = Number(periodSummary?.netAmount ?? 0);
 	const totalIncomes = Number(periodSummary?.incomes ?? 0);
-	const totalExpenses = Math.abs(Number(periodSummary?.expenses ?? 0));
+	const expenseNet = Number(periodSummary?.expenses ?? 0);
+	const totalExpenses = Math.max(0, -expenseNet);
 	const currentBalance = openingBalance + netAmount;
 
 	return {

src/features/budgets/components/budget-card.tsx

@@ -90,6 +90,7 @@ export function BudgetCard({ budget, onEdit, onRemove }: BudgetCardProps) {
 					<Progress
 						value={usagePercent}
 						className={cn("h-2.5", exceeded && "bg-destructive/20!")}
+						indicatorClassName={cn(exceeded && "bg-destructive")}
 						aria-label={`${usagePercent.toFixed(1)}% do orçamento utilizado`}
 					/>
 					<span className="text-xs text-muted-foreground">

src/features/calendar/components/calendar-grid.tsx

@@ -16,7 +16,7 @@ export function CalendarGrid({
 	onCreateDay,
 }: CalendarGridProps) {
 	return (
-		<div className="overflow-hidden rounded-lg border p-2">
+		<div className="overflow-hidden">
 			<div className="grid grid-cols-7 text-sm font-semibold uppercase tracking-wide text-muted-foreground">
 				{WEEK_DAYS_SHORT.map((dayName) => (
 					<span key={dayName} className="text-center">

src/features/calendar/components/calendar-legend.tsx

@@ -1,6 +1,7 @@
 "use client";
 
 import { EVENT_TYPE_STYLES } from "@/features/calendar/components/day-cell";
+import { Card } from "@/shared/components/ui/card";
 import { cn } from "@/shared/utils/ui";
 
 const LEGEND_ITEMS = [
@@ -12,22 +13,24 @@ const LEGEND_ITEMS = [
 
 export function CalendarLegend() {
 	return (
-		<ul className="flex items-center justify-start gap-2 px-1">
-			{LEGEND_ITEMS.map((item) => (
-				<li
-					key={item.label}
-					className={cn(
-						"flex items-center gap-1 rounded-md px-2 py-1 text-xs font-medium",
-						item.wrapper,
-					)}
-				>
-					<span
-						className={cn("size-1.5 shrink-0 rounded-full", item.dot)}
-						aria-hidden
-					/>
-					{item.label}
-				</li>
-			))}
-		</ul>
+		<Card className="px-4 py-2">
+			<ul className="flex flex-row items-center gap-2">
+				{LEGEND_ITEMS.map((item) => (
+					<li
+						key={item.label}
+						className={cn(
+							"flex items-center gap-1 rounded-md px-2 py-1 text-xs font-medium",
+							item.wrapper,
+						)}
+					>
+						<span
+							className={cn("size-1.5 shrink-0 rounded-full", item.dot)}
+							aria-hidden
+						/>
+						{item.label}
+					</li>
+				))}
+			</ul>
+		</Card>
 	);
 }

src/features/calendar/components/day-cell.tsx

@@ -129,7 +129,7 @@ export function DayCell({ day, onSelect, onCreate }: DayCellProps) {
 			onClick={() => onSelect(day)}
 			onKeyDown={handleKeyDown}
 			className={cn(
-				"group flex h-full cursor-pointer flex-col gap-1.5 rounded-lg border bg-card/80 p-2 text-left transition-all duration-300 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 hover:border-primary/40 hover:bg-primary/5 dark:hover:bg-accent",
+				"group flex h-full cursor-pointer flex-col gap-1.5 rounded-lg border bg-card/70 p-2 text-left transition-all duration-300 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 hover:border-primary/40 hover:bg-primary/5 dark:hover:bg-accent",
 				!day.isCurrentMonth && "bg-muted/20 opacity-60",
 				day.isToday && "border-primary/70 bg-primary/5 hover:border-primary",
 			)}

src/features/cards/actions.ts

@@ -13,10 +13,10 @@ import { db } from "@/shared/lib/db";
 import {
 	dayOfMonthSchema,
 	noteSchema,
-	optionalDecimalSchema,
+	requiredDecimalSchema,
 	uuidSchema,
 } from "@/shared/lib/schemas/common";
-import { formatDecimalForDb } from "@/shared/utils/currency";
+import { formatDecimalForDbRequired } from "@/shared/utils/currency";
 import { normalizeFilePath } from "@/shared/utils/string";
 
 const cardBaseSchema = z.object({
@@ -35,7 +35,7 @@ const cardBaseSchema = z.object({
 	closingDay: dayOfMonthSchema,
 	dueDay: dayOfMonthSchema,
 	note: noteSchema,
-	limit: optionalDecimalSchema,
+	limit: requiredDecimalSchema("limite"),
 	logo: z
 		.string({ message: "Selecione um logo." })
 		.trim()
@@ -87,7 +87,7 @@ export async function createCardAction(
 			closingDay: data.closingDay,
 			dueDay: data.dueDay,
 			note: data.note ?? null,
-			limit: formatDecimalForDb(data.limit),
+			limit: formatDecimalForDbRequired(data.limit),
 			logo: logoFile,
 			accountId: data.accountId,
 			userId: user.id,
@@ -121,7 +121,7 @@ export async function updateCardAction(
 				closingDay: data.closingDay,
 				dueDay: data.dueDay,
 				note: data.note ?? null,
-				limit: formatDecimalForDb(data.limit),
+				limit: formatDecimalForDbRequired(data.limit),
 				logo: logoFile,
 				accountId: data.accountId,
 			})

src/features/cards/components/card-dialog.tsx

@@ -154,13 +154,21 @@ export function CardDialog({
 		}
 
 		const rawLimit = normalizeDecimalInput(formState.limit);
+		const limitValue = rawLimit ? Number(rawLimit) : 0;
+		if (!Number.isFinite(limitValue) || limitValue <= 0) {
+			const message = "Informe um limite maior que zero.";
+			setErrorMessage(message);
+			toast.error(message);
+			return;
+		}
+
 		const payload: CardCreatePayload = {
 			name: formState.name.trim(),
 			brand: formState.brand,
 			status: formState.status,
 			closingDay: formState.closingDay,
 			dueDay: formState.dueDay,
-			limit: rawLimit ? Number(rawLimit) : null,
+			limit: limitValue,
 			note: formState.note.trim() || null,
 			logo: formState.logo,
 			accountId: formState.accountId,

src/features/cards/components/card-form-fields.tsx

@@ -112,12 +112,13 @@ export function CardFormFields({
 			</div>
 
 			<div className="flex flex-col gap-2">
-				<Label htmlFor="card-limit">Limite (R$)</Label>
+				<Label htmlFor="card-limit">Limite</Label>
 				<CurrencyInput
 					id="card-limit"
 					value={values.limit}
 					onValueChange={(value) => onChange("limit", value)}
 					placeholder="R$ 0,00"
+					required
 				/>
 			</div>
 

src/features/cards/components/card-item.tsx

@@ -30,9 +30,9 @@ interface CardItemProps {
 	status: string;
 	closingDay: string;
 	dueDay: string;
-	limit: number | null;
-	limitInUse?: number | null;
-	limitAvailable?: number | null;
+	limit: number;
+	limitInUse?: number;
+	limitAvailable?: number;
 	accountName: string;
 	logo?: string | null;
 	note?: string | null;
@@ -61,30 +61,19 @@ export function CardItem({
 }: CardItemProps) {
 	void _accountName;
 
-	const limitTotal = limit ?? null;
 	const used =
 		limitInUse ??
-		(limitTotal !== null && limitAvailable != null
-			? Math.max(limitTotal - limitAvailable, 0)
-			: limitTotal !== null
-				? 0
-				: null);
+		(limitAvailable !== undefined ? Math.max(limit - limitAvailable, 0) : 0);
 
-	const available =
-		limitAvailable ??
-		(limitTotal !== null && used !== null
-			? Math.max(limitTotal - used, 0)
-			: null);
+	const available = limitAvailable ?? Math.max(limit - used, 0);
 
 	const usagePercent =
-		limitTotal && limitTotal > 0 && used !== null
-			? Math.min(Math.max((used / limitTotal) * 100, 0), 100)
-			: 0;
+		limit > 0 ? Math.min(Math.max((used / limit) * 100, 0), 100) : 0;
+	const exceeded = usagePercent >= 100;
 
 	const logoPath = resolveLogoSrc(logo);
 	const brandAsset = resolveCardBrandAsset(brand);
 	const isInactive = status?.toLowerCase() === "inativo";
-	const hasMetrics = limitTotal !== null && used !== null && available !== null;
 
 	return (
 		<Card className="flex flex-col p-6 w-full">
@@ -174,54 +163,46 @@ export function CardItem({
 			</CardHeader>
 
 			<CardContent className="flex flex-1 flex-col gap-4 px-0">
-				{hasMetrics &&
-				available !== null &&
-				used !== null &&
-				limitTotal !== null ? (
-					<>
-						<div className="flex flex-col gap-0.5">
-							<span className="text-xs text-muted-foreground">Disponível</span>
-							<MoneyValues
-								amount={available}
-								className="text-xl font-semibold text-success"
-							/>
-						</div>
+				<div className="flex flex-col gap-0.5">
+					<span className="text-xs text-muted-foreground">
+						Limite disponível
+					</span>
+					<MoneyValues
+						amount={available}
+						className="text-xl font-semibold text-success"
+					/>
+				</div>
 
-						<div className="grid grid-cols-2 gap-2">
-							<div className="flex flex-col gap-0.5">
-								<span className="text-xs text-muted-foreground">
-									Limite total
-								</span>
-								<MoneyValues
-									amount={limitTotal}
-									className="text-sm font-semibold text-foreground"
-								/>
-							</div>
-							<div className="flex flex-col gap-0.5">
-								<span className="text-xs text-muted-foreground">Em uso</span>
-								<MoneyValues
-									amount={used}
-									className="text-sm font-semibold text-primary"
-								/>
-							</div>
-						</div>
+				<div className="grid grid-cols-2 gap-2">
+					<div className="flex flex-col gap-0.5">
+						<span className="text-xs text-muted-foreground">Limite total</span>
+						<MoneyValues
+							amount={limit}
+							className="text-sm font-semibold text-foreground"
+						/>
+					</div>
+					<div className="flex flex-col gap-0.5">
+						<span className="text-xs text-muted-foreground">
+							Limite utilizado
+						</span>
+						<MoneyValues
+							amount={used}
+							className="text-sm font-semibold text-destructive"
+						/>
+					</div>
+				</div>
 
-						<div className="flex flex-col gap-2">
-							<Progress
-								value={usagePercent}
-								className="h-2.5"
-								aria-label={`${usagePercent.toFixed(0)}% do limite utilizado`}
-							/>
-							<span className="text-xs text-muted-foreground">
-								{usagePercent.toFixed(1)}% utilizado
-							</span>
-						</div>
-					</>
-				) : (
-					<p className="text-sm text-muted-foreground">
-						Ainda não há limite registrado para este cartão.
-					</p>
-				)}
+				<div className="flex flex-col gap-2">
+					<Progress
+						value={usagePercent}
+						className={cn("h-2.5", exceeded && "bg-destructive/20!")}
+						indicatorClassName={cn(exceeded && "bg-destructive")}
+						aria-label={`${usagePercent.toFixed(0)}% do limite utilizado`}
+					/>
+					<span className="text-xs text-muted-foreground">
+						{usagePercent.toFixed(1)}% utilizado
+					</span>
+				</div>
 			</CardContent>
 
 			<CardFooter className="mt-auto flex flex-wrap gap-4 px-0 pt-2 text-sm">

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

@@ -174,14 +174,14 @@ export function CardsPage({
 				<Tabs value={activeTab} onValueChange={setActiveTab} className="w-full">
 					<TabsList>
 						<TabsTrigger value="ativos">Ativos</TabsTrigger>
-						<TabsTrigger value="arquivados">Arquivados</TabsTrigger>
+						<TabsTrigger value="inativos">Inativos</TabsTrigger>
 					</TabsList>
 
 					<TabsContent value="ativos" className="mt-4">
 						{renderCardList(orderedCards, false)}
 					</TabsContent>
 
-					<TabsContent value="arquivados" className="mt-4">
+					<TabsContent value="inativos" className="mt-4">
 						{renderCardList(orderedArchivedCards, true)}
 					</TabsContent>
 				</Tabs>

src/features/cards/components/types.ts

@@ -7,11 +7,11 @@ export type Card = {
 	dueDay: string;
 	note: string | null;
 	logo: string | null;
-	limit: number | null;
+	limit: number;
 	accountId: string;
 	accountName: string;
 	limitInUse: number;
-	limitAvailable: number | null;
+	limitAvailable: number;
 };
 
 export type CardFormValues = {

src/features/cards/queries.ts

@@ -12,9 +12,9 @@ type CardData = {
 	dueDay: string;
 	note: string | null;
 	logo: string | null;
-	limit: number | null;
+	limit: number;
 	limitInUse: number;
-	limitAvailable: number | null;
+	limitAvailable: number;
 	accountId: string;
 	accountName: string;
 };
@@ -96,15 +96,12 @@ async function fetchCardsByStatus(
 		dueDay: card.dueDay,
 		note: card.note,
 		logo: card.logo,
-		limit: card.limit ? Number(card.limit) : null,
+		limit: Number(card.limit),
 		limitInUse: (() => {
 			const total = usageMap.get(card.id) ?? 0;
 			return total < 0 ? Math.abs(total) : 0;
 		})(),
 		limitAvailable: (() => {
-			if (!card.limit) {
-				return null;
-			}
 			const total = usageMap.get(card.id) ?? 0;
 			const inUse = total < 0 ? Math.abs(total) : 0;
 			return Math.max(Number(card.limit) - inUse, 0);

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

@@ -5,6 +5,13 @@ export type DashboardBill = {
 	dueDate: string | null;
 	boletoPaymentDate: string | null;
 	isSettled: boolean;
+	accountId: string | null;
+};
+
+export type BillPaymentAccountOption = {
+	value: string;
+	label: string;
+	logo: string | null;
 };
 
 export type DashboardBillsSnapshot = {

src/features/dashboard/bills/use-bill-widget-controller.ts

@@ -1,5 +1,6 @@
 "use client";
 
+import { useEffect, useRef, useState } from "react";
 import {
 	type BillDialogState,
 	getCurrentBillDateString,
@@ -20,12 +21,26 @@ type BillWidgetController = Omit<
 > & {
 	selectedBill: DashboardBill | null;
 	modalState: BillDialogState;
+	paymentAccountId: string;
+	setPaymentAccountId: (accountId: string) => void;
+	paymentDate: Date;
+	setPaymentDate: (date: Date) => void;
 };
 
+const toIsoDate = (date: Date) => date.toISOString().split("T")[0] ?? "";
+
 export function useBillWidgetController(
 	bills?: DashboardBill[],
 ): BillWidgetController {
 	const safeBills = bills ?? EMPTY_BILLS;
+	const [paymentAccountId, setPaymentAccountId] = useState<string>("");
+	const [paymentDate, setPaymentDate] = useState<Date>(() => new Date());
+
+	const paymentAccountIdRef = useRef(paymentAccountId);
+	const paymentDateRef = useRef(paymentDate);
+	paymentAccountIdRef.current = paymentAccountId;
+	paymentDateRef.current = paymentDate;
+
 	const controller = usePaymentDialogController({
 		items: safeBills,
 		getItemId: (bill) => bill.id,
@@ -34,13 +49,36 @@ export function useBillWidgetController(
 			toggleTransactionSettlementAction({
 				id: bill.id,
 				value: true,
+				paymentAccountId: paymentAccountIdRef.current || null,
+				paymentDate: toIsoDate(paymentDateRef.current),
 			}),
 		applyConfirmedState: (bill) =>
-			markBillAsSettled(bill, getCurrentBillDateString()),
+			markBillAsSettled(
+				{
+					...bill,
+					accountId: paymentAccountIdRef.current || bill.accountId,
+				},
+				toIsoDate(paymentDateRef.current) || getCurrentBillDateString(),
+			),
 	});
 
+	const selectedBillId = controller.selectedItem?.id ?? null;
+	const selectedBillAccountId = controller.selectedItem?.accountId ?? "";
+
+	useEffect(() => {
+		if (!selectedBillId) {
+			return;
+		}
+		setPaymentAccountId(selectedBillAccountId ?? "");
+		setPaymentDate(new Date());
+	}, [selectedBillId, selectedBillAccountId]);
+
 	return {
 		...controller,
 		selectedBill: controller.selectedItem,
+		paymentAccountId,
+		setPaymentAccountId,
+		paymentDate,
+		setPaymentDate,
 	};
 }

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

@@ -20,6 +20,7 @@ import {
 	buildDashboardAdminFilters,
 	excludeAutoInvoiceEntries,
 	excludeInitialBalanceWhenConfigured,
+	excludeRefundEntries,
 	excludeTransactionsFromExcludedAccounts,
 } from "@/features/dashboard/transaction-filters";
 import { db } from "@/shared/lib/db";
@@ -168,6 +169,7 @@ export async function fetchDashboardCategoryOverview(
 							eq(transactions.transactionType, "Receita"),
 							eq(categories.type, "receita"),
 							excludeAutoInvoiceEntries(),
+							excludeRefundEntries(),
 							excludeInitialBalanceWhenConfigured(),
 						),
 					),

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

@@ -1,4 +1,5 @@
-import { RiCheckboxCircleFill } from "@remixicon/react";
+import { RiCheckboxCircleFill, RiExternalLinkLine } from "@remixicon/react";
+import Link from "next/link";
 import {
 	buildBillStatusLabel,
 	buildBillWidgetStatusLabel,
@@ -13,14 +14,25 @@ import {
 	TooltipContent,
 	TooltipTrigger,
 } from "@/shared/components/ui/tooltip";
+import { formatPeriodForUrl, getCurrentPeriod } from "@/shared/utils/period";
 import { cn } from "@/shared/utils/ui";
 
 type BillListItemProps = {
 	bill: DashboardBill;
+	period?: string;
 	onPay: (billId: string) => void;
 };
 
-export function BillListItem({ bill, onPay }: BillListItemProps) {
+function buildTransactionsHref(name: string, period?: string): string {
+	const params = new URLSearchParams({ q: name });
+	const current = getCurrentPeriod();
+	if (period && period !== current) {
+		params.set("periodo", formatPeriodForUrl(period));
+	}
+	return `/transactions?${params.toString()}`;
+}
+
+export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 	const statusLabel = buildBillWidgetStatusLabel(bill);
 	const absoluteStatusLabel = buildBillStatusLabel(bill);
 	const overdue = isBillOverdue(bill);
@@ -28,16 +40,24 @@ export function BillListItem({ bill, onPay }: BillListItemProps) {
 		statusLabel && statusLabel !== absoluteStatusLabel
 			? absoluteStatusLabel
 			: null;
+	const href = buildTransactionsHref(bill.name, period);
 
 	return (
 		<li className="flex items-center justify-between transition-all duration-300 py-1.5">
-			<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
+			<div className="flex min-w-0 flex-1 items-center gap-2 py-0.5">
 				<EstablishmentLogo name={bill.name} size={37} />
 
 				<div className="min-w-0">
-					<span className="block truncate text-sm font-medium text-foreground">
-						{bill.name}
-					</span>
+					<Link
+						href={href}
+						className="inline-flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
+					>
+						<span className="truncate">{bill.name}</span>
+						<RiExternalLinkLine
+							className="size-3 shrink-0 text-muted-foreground"
+							aria-hidden
+						/>
+					</Link>
 					<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
 						{statusLabel ? (
 							statusTooltipLabel ? (

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

@@ -1,5 +1,4 @@
 import {
-	RiBarcodeFill,
 	RiCalendarLine,
 	RiLoader4Line,
 	RiMoneyDollarCircleLine,
@@ -9,11 +8,18 @@ import {
 	formatBillDateLabel,
 	getBillStatusBadgeVariant,
 } from "@/features/dashboard/bills/bills-helpers";
-import type { DashboardBill } from "@/features/dashboard/bills/bills-queries";
+import type {
+	BillPaymentAccountOption,
+	DashboardBill,
+} from "@/features/dashboard/bills/bills-queries";
+import { AccountCardSelectContent } from "@/features/transactions/components/select-items";
+import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
 import { PaymentSuccess } from "@/shared/components/payment-success";
 import { Badge } from "@/shared/components/ui/badge";
 import { Button } from "@/shared/components/ui/button";
+import { Card } from "@/shared/components/ui/card";
+import { DatePicker } from "@/shared/components/ui/date-picker";
 import {
 	Dialog,
 	DialogContent,
@@ -22,12 +28,26 @@ import {
 	DialogHeader,
 	DialogTitle,
 } from "@/shared/components/ui/dialog";
+import { Label } from "@/shared/components/ui/label";
+import {
+	Select,
+	SelectContent,
+	SelectItem,
+	SelectTrigger,
+	SelectValue,
+} from "@/shared/components/ui/select";
+import { Separator } from "@/shared/components/ui/separator";
 
 type BillPaymentDialogProps = {
 	bill: DashboardBill | null;
 	open: boolean;
 	modalState: BillDialogState;
 	isPending: boolean;
+	paymentAccountId: string;
+	onPaymentAccountChange: (accountId: string) => void;
+	paymentDate: Date;
+	onPaymentDateChange: (date: Date) => void;
+	paymentAccountOptions: BillPaymentAccountOption[];
 	onClose: () => void;
 	onConfirm: () => void;
 };
@@ -37,6 +57,11 @@ export function BillPaymentDialog({
 	open,
 	modalState,
 	isPending,
+	paymentAccountId,
+	onPaymentAccountChange,
+	paymentDate,
+	onPaymentDateChange,
+	paymentAccountOptions,
 	onClose,
 	onConfirm,
 }: BillPaymentDialogProps) {
@@ -44,6 +69,14 @@ export function BillPaymentDialog({
 	const dueLabel = bill
 		? formatBillDateLabel(bill.dueDate, "Vencimento:")
 		: null;
+	const paidLabel = bill
+		? formatBillDateLabel(bill.boletoPaymentDate, "Pago em:")
+		: null;
+	const isBillPending = bill ? !bill.isSettled : false;
+	const paymentDateValue = paymentDate.toISOString().split("T")[0] ?? "";
+	const selectedAccount = paymentAccountOptions.find(
+		(option) => option.value === paymentAccountId,
+	);
 
 	return (
 		<Dialog
@@ -78,13 +111,12 @@ export function BillPaymentDialog({
 					<>
 						<DialogHeader>
 							<div className="mb-1 flex items-center gap-3">
-								<div className="flex size-10 items-center justify-center rounded-full bg-primary/10">
-									<RiBarcodeFill className="size-5 text-primary" />
-								</div>
 								<div>
 									<DialogTitle>Confirmar pagamento</DialogTitle>
-									<DialogDescription className="mt-0.5 text-xs">
-										Boleto
+									<DialogDescription className="mt-1 text-xs">
+										{isBillPending
+											? "Escolha a conta de origem e a data em que o boleto foi pago."
+											: "Boleto"}
 									</DialogDescription>
 								</div>
 							</div>
@@ -92,62 +124,118 @@ export function BillPaymentDialog({
 
 						{bill ? (
 							<div className="space-y-3">
-								{/* Card principal */}
-								<div className="rounded-xl border p-3">
-									<p className="mb-1 text-xs font-medium text-muted-foreground uppercase tracking-wide">
-										Boleto
-									</p>
-									<p className="text-base font-semibold text-foreground">
-										{bill.name}
-									</p>
-								</div>
+								<Card className="flex flex-row items-start gap-2 p-4">
+									<EstablishmentLogo
+										name={bill.name}
+										size={36}
+										className="size-9 shrink-0"
+									/>
+									<div className="min-w-0">
+										<p className="text-xs font-medium text-muted-foreground uppercase">
+											Boleto
+										</p>
+										<p className="truncate text-base font-semibold text-foreground">
+											{bill.name}
+										</p>
+									</div>
+								</Card>
 
-								{/* Métricas */}
 								<div className="grid grid-cols-2 gap-3">
-									<div className="rounded-xl border p-3">
-										<div className="mb-1.5 flex items-center gap-1.5 text-muted-foreground">
+									<Card className="p-3">
+										<div className="flex items-center gap-1.5 text-muted-foreground">
 											<RiMoneyDollarCircleLine className="size-3.5" />
-											<span className="text-xs font-medium uppercase tracking-wide">
+											<span className="text-xs font-medium uppercase">
 												Valor
 											</span>
 										</div>
 										<MoneyValues
 											amount={bill.amount}
-											className="text-lg font-semibold"
+											className="text-xl font-semibold"
 										/>
-									</div>
+									</Card>
 
-									<div className="rounded-xl border p-3">
-										<div className="mb-1.5 flex items-center gap-1.5 text-muted-foreground">
+									<Card className="p-3">
+										<div className="flex items-center gap-1.5 text-muted-foreground">
 											<RiCalendarLine className="size-3.5" />
-											<span className="text-xs font-medium uppercase tracking-wide">
-												Vencimento
+											<span className="text-xs font-medium uppercase">
+												{bill.isSettled ? "Pago em" : "Vencimento"}
 											</span>
 										</div>
-										<p className="text-sm font-medium text-foreground">
-											{dueLabel?.replace("Vencimento: ", "") ?? "—"}
+										<p className="font-semibold">
+											{bill.isSettled
+												? (paidLabel?.replace("Pago em: ", "") ?? "—")
+												: (dueLabel?.replace("Vencimento: ", "") ?? "—")}
 										</p>
+									</Card>
+								</div>
+
+								<Separator />
+
+								{isBillPending ? (
+									<div className="space-y-3">
+										<div className="space-y-2">
+											<Label htmlFor="bill-widget-payment-account">
+												Conta de pagamento
+											</Label>
+											<Select
+												value={paymentAccountId}
+												onValueChange={onPaymentAccountChange}
+												disabled={
+													isProcessing || paymentAccountOptions.length === 0
+												}
+											>
+												<SelectTrigger
+													id="bill-widget-payment-account"
+													className="w-full"
+												>
+													<SelectValue placeholder="Selecione uma conta">
+														{selectedAccount ? (
+															<AccountCardSelectContent
+																label={selectedAccount.label}
+																logo={selectedAccount.logo}
+															/>
+														) : null}
+													</SelectValue>
+												</SelectTrigger>
+												<SelectContent>
+													{paymentAccountOptions.map((option) => (
+														<SelectItem key={option.value} value={option.value}>
+															<AccountCardSelectContent
+																label={option.label}
+																logo={option.logo}
+															/>
+														</SelectItem>
+													))}
+												</SelectContent>
+											</Select>
+										</div>
+
+										<div className="space-y-2">
+											<Label htmlFor="bill-widget-payment-date">
+												Data do pagamento
+											</Label>
+											<DatePicker
+												id="bill-widget-payment-date"
+												value={paymentDateValue}
+												onChange={(value) => {
+													if (value) {
+														onPaymentDateChange(new Date(`${value}T00:00:00`));
+													}
+												}}
+												disabled={isProcessing}
+											/>
+										</div>
 									</div>
-								</div>
-
-								{/* Status */}
-								<div className="flex items-center justify-between rounded-xl border p-3">
-									<span className="text-sm text-muted-foreground">
-										Status atual
-									</span>
-									<Badge
-										variant={getBillStatusBadgeVariant(
-											bill.isSettled ? "Pago" : "Pendente",
-										)}
-									>
-										{bill.isSettled ? "Pago" : "Pendente"}
-									</Badge>
-								</div>
-
-								{/* Aviso */}
-								<p className="px-1 text-xs text-muted-foreground">
-									Você poderá editar o lançamento depois, se necessário.
-								</p>
+								) : (
+									<div className="flex items-center justify-between rounded-xl border p-3">
+										<span className="text-sm text-muted-foreground">
+											Status atual
+										</span>
+										<Badge variant={getBillStatusBadgeVariant("Pago")}>
+											Pago
+										</Badge>
+									</div>
+								)}
 							</div>
 						) : null}
 
@@ -163,7 +251,13 @@ export function BillPaymentDialog({
 							<Button
 								type="button"
 								onClick={onConfirm}
-								disabled={isProcessing || !bill || bill.isSettled}
+								disabled={
+									isProcessing ||
+									!bill ||
+									bill.isSettled ||
+									(isBillPending &&
+										(!paymentAccountId || paymentAccountOptions.length === 0))
+								}
 							>
 								{isProcessing ? (
 									<>

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

@@ -5,10 +5,11 @@ import { BillListItem } from "./bill-list-item";
 
 type BillsListProps = {
 	bills: DashboardBill[];
+	period?: string;
 	onPay: (billId: string) => void;
 };
 
-export function BillsList({ bills, onPay }: BillsListProps) {
+export function BillsList({ bills, period, onPay }: BillsListProps) {
 	if (bills.length === 0) {
 		return (
 			<WidgetEmptyState
@@ -22,7 +23,7 @@ export function BillsList({ bills, onPay }: BillsListProps) {
 	return (
 		<ul className="flex flex-col">
 			{bills.map((bill) => (
-				<BillListItem key={bill.id} bill={bill} onPay={onPay} />
+				<BillListItem key={bill.id} bill={bill} period={period} onPay={onPay} />
 			))}
 		</ul>
 	);

src/features/dashboard/components/bills/bills-widget-view.tsx

@@ -1,14 +1,23 @@
 import type { BillDialogState } from "@/features/dashboard/bills/bills-helpers";
-import type { DashboardBill } from "@/features/dashboard/bills/bills-queries";
+import type {
+	BillPaymentAccountOption,
+	DashboardBill,
+} from "@/features/dashboard/bills/bills-queries";
 import { BillPaymentDialog } from "./bill-payment-dialog";
 import { BillsList } from "./bills-list";
 
 type BillsWidgetViewProps = {
 	bills: DashboardBill[];
+	period?: string;
 	selectedBill: DashboardBill | null;
 	isModalOpen: boolean;
 	modalState: BillDialogState;
 	isPending: boolean;
+	paymentAccountId: string;
+	onPaymentAccountChange: (accountId: string) => void;
+	paymentDate: Date;
+	onPaymentDateChange: (date: Date) => void;
+	paymentAccountOptions: BillPaymentAccountOption[];
 	onOpenPaymentDialog: (billId: string) => void;
 	onClosePaymentDialog: () => void;
 	onConfirmPayment: () => void;
@@ -16,10 +25,16 @@ type BillsWidgetViewProps = {
 
 export function BillsWidgetView({
 	bills,
+	period,
 	selectedBill,
 	isModalOpen,
 	modalState,
 	isPending,
+	paymentAccountId,
+	onPaymentAccountChange,
+	paymentDate,
+	onPaymentDateChange,
+	paymentAccountOptions,
 	onOpenPaymentDialog,
 	onClosePaymentDialog,
 	onConfirmPayment,
@@ -27,7 +42,7 @@ export function BillsWidgetView({
 	return (
 		<>
 			<div className="flex flex-col gap-4">
-				<BillsList bills={bills} onPay={onOpenPaymentDialog} />
+				<BillsList bills={bills} period={period} onPay={onOpenPaymentDialog} />
 			</div>
 
 			<BillPaymentDialog
@@ -35,6 +50,11 @@ export function BillsWidgetView({
 				open={isModalOpen}
 				modalState={modalState}
 				isPending={isPending}
+				paymentAccountId={paymentAccountId}
+				onPaymentAccountChange={onPaymentAccountChange}
+				paymentDate={paymentDate}
+				onPaymentDateChange={onPaymentDateChange}
+				paymentAccountOptions={paymentAccountOptions}
 				onClose={onClosePaymentDialog}
 				onConfirm={onConfirmPayment}
 			/>

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

@@ -330,7 +330,7 @@ export function DashboardGridEditable({
 							>
 								<div className="relative">
 									{isEditing && (
-										<div className="absolute inset-0 z-10 bg-background/50 backdrop-blur-[1px] rounded-lg border-2 border-dashed border-primary/50 flex items-center justify-center">
+										<div className="absolute inset-0 z-10 bg-background/50 backdrop-blur-xs rounded-lg border border-dashed border-primary flex items-center justify-center">
 											<div className="flex flex-col items-center gap-2">
 												<RiDragMove2Line className="size-8 text-primary" />
 												<span className="text-xs font-medium">

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

@@ -41,6 +41,7 @@ const CARDS = [
 			"Consideramos lançamentos efetivados e não efetivados da pessoa 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.",
+			"Reembolsos não entram como receita; eles abatem despesas e afetam o balanço líquido.",
 			"Saldo inicial também fica fora quando a conta está marcada para desconsiderá-lo das receitas.",
 		],
 	},
@@ -57,6 +58,7 @@ const CARDS = [
 			"Consideramos lançamentos efetivados e não efetivados da pessoa 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.",
+			"Reembolsos do período reduzem o total de despesas, sem deixar o card negativo.",
 			"O valor mostrado é a saída efetiva do período, sempre em número positivo no card.",
 		],
 	},
@@ -70,6 +72,7 @@ const CARDS = [
 		helpTitle: "Como calculamos o balanço",
 		helpLines: [
 			"Partimos de receitas menos despesas do período.",
+			"Reembolsos entram no resultado líquido, mas não inflam receitas nem despesas.",
 			"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.",

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

@@ -1,5 +1,4 @@
 import {
-	RiBankCardLine,
 	RiCalendarLine,
 	RiLoader4Line,
 	RiMoneyDollarCircleLine,
@@ -10,11 +9,17 @@ import {
 	type InvoiceDialogState,
 	parseInvoiceDueDate,
 } from "@/features/dashboard/invoices/invoices-helpers";
-import type { DashboardInvoice } from "@/features/dashboard/invoices/invoices-queries";
+import type {
+	DashboardInvoice,
+	InvoicePaymentAccountOption,
+} from "@/features/dashboard/invoices/invoices-queries";
+import { AccountCardSelectContent } from "@/features/transactions/components/select-items";
 import MoneyValues from "@/shared/components/money-values";
 import { PaymentSuccess } from "@/shared/components/payment-success";
 import { Badge } from "@/shared/components/ui/badge";
 import { Button } from "@/shared/components/ui/button";
+import { Card } from "@/shared/components/ui/card";
+import { DatePicker } from "@/shared/components/ui/date-picker";
 import {
 	Dialog,
 	DialogContent,
@@ -23,6 +28,15 @@ import {
 	DialogHeader,
 	DialogTitle,
 } from "@/shared/components/ui/dialog";
+import { Label } from "@/shared/components/ui/label";
+import {
+	Select,
+	SelectContent,
+	SelectItem,
+	SelectTrigger,
+	SelectValue,
+} from "@/shared/components/ui/select";
+import { Separator } from "@/shared/components/ui/separator";
 import {
 	INVOICE_PAYMENT_STATUS,
 	INVOICE_STATUS_LABEL,
@@ -34,6 +48,11 @@ type InvoicePaymentDialogProps = {
 	open: boolean;
 	modalState: InvoiceDialogState;
 	isPending: boolean;
+	paymentAccountId: string;
+	onPaymentAccountChange: (accountId: string) => void;
+	paymentDate: Date;
+	onPaymentDateChange: (date: Date) => void;
+	paymentAccountOptions: InvoicePaymentAccountOption[];
 	onClose: () => void;
 	onConfirm: () => void;
 };
@@ -43,6 +62,11 @@ export function InvoicePaymentDialog({
 	open,
 	modalState,
 	isPending,
+	paymentAccountId,
+	onPaymentAccountChange,
+	paymentDate,
+	onPaymentDateChange,
+	paymentAccountOptions,
 	onClose,
 	onConfirm,
 }: InvoicePaymentDialogProps) {
@@ -51,6 +75,12 @@ export function InvoicePaymentDialog({
 	const dueInfo = invoice
 		? parseInvoiceDueDate(invoice.period, invoice.dueDay)
 		: null;
+	const isInvoicePending =
+		invoice?.paymentStatus === INVOICE_PAYMENT_STATUS.PENDING;
+	const paymentDateValue = paymentDate.toISOString().split("T")[0] ?? "";
+	const selectedAccount = paymentAccountOptions.find(
+		(option) => option.value === paymentAccountId,
+	);
 
 	return (
 		<Dialog
@@ -85,13 +115,12 @@ export function InvoicePaymentDialog({
 					<>
 						<DialogHeader>
 							<div className="mb-1 flex items-center gap-3">
-								<div className="flex size-10 items-center justify-center rounded-full bg-primary/10">
-									<RiBankCardLine className="size-5 text-primary" />
-								</div>
 								<div>
 									<DialogTitle>Confirmar pagamento</DialogTitle>
-									<DialogDescription className="mt-0.5 text-xs">
-										Fatura do cartão
+									<DialogDescription className="mt-1 text-xs">
+										{isInvoicePending
+											? "Escolha a conta de origem e a data em que a fatura foi paga."
+											: "Fatura do cartão"}
 									</DialogDescription>
 								</div>
 							</div>
@@ -99,8 +128,7 @@ export function InvoicePaymentDialog({
 
 						{invoice ? (
 							<div className="space-y-3">
-								{/* Card principal */}
-								<div className="flex items-center gap-3 rounded-xl border p-4">
+								<Card className="flex flex-row items-start gap-2 p-4">
 									<InvoiceLogo
 										cardName={invoice.cardName}
 										logo={invoice.logo}
@@ -110,66 +138,119 @@ export function InvoicePaymentDialog({
 										fallbackClassName="text-xs"
 									/>
 									<div className="min-w-0">
-										<p className="text-xs font-medium text-muted-foreground uppercase tracking-wide">
+										<p className="text-xs font-medium text-muted-foreground uppercase">
 											Cartão
 										</p>
 										<p className="truncate text-base font-semibold text-foreground">
 											{invoice.cardName}
 										</p>
 									</div>
-								</div>
+								</Card>
 
-								{/* Métricas */}
 								<div className="grid grid-cols-2 gap-3">
-									<div className="rounded-xl border p-3">
-										<div className="mb-1.5 flex items-center gap-1.5 text-muted-foreground">
+									<Card className="p-3">
+										<div className="flex items-center gap-1.5 text-muted-foreground">
 											<RiMoneyDollarCircleLine className="size-3.5" />
-											<span className="text-xs font-medium uppercase tracking-wide">
+											<span className="text-xs font-medium uppercase">
 												Total da fatura
 											</span>
 										</div>
 										<MoneyValues
 											amount={Math.abs(invoice.totalAmount)}
-											className="text-lg font-semibold"
+											className="text-xl font-semibold"
 										/>
-									</div>
+									</Card>
 
-									<div className="rounded-xl border p-3">
-										<div className="mb-1.5 flex items-center gap-1.5 text-muted-foreground">
+									<Card className="p-3">
+										<div className="flex items-center gap-1.5 text-muted-foreground">
 											<RiCalendarLine className="size-3.5" />
-											<span className="text-xs font-medium uppercase tracking-wide">
+											<span className="text-xs font-medium uppercase">
 												{invoice.paymentStatus === INVOICE_PAYMENT_STATUS.PAID
 													? "Pago em"
 													: "Vencimento"}
 											</span>
 										</div>
-										<p className="text-sm font-medium text-foreground">
+										<div className="font-semibold">
 											{invoice.paymentStatus === INVOICE_PAYMENT_STATUS.PAID
-												? (paymentInfo?.label ?? "—")
-												: (dueInfo?.label ?? "—")}
-										</p>
+												? (paymentInfo?.label?.replace(/^Pago em\s*/u, "") ??
+													"—")
+												: (dueInfo?.label?.replace(/^Vence (em|dia)\s*/u, "") ??
+													"—")}
+										</div>
+									</Card>
+								</div>
+
+								<Separator />
+
+								{isInvoicePending ? (
+									<div className="space-y-3">
+										<div className="space-y-2">
+											<Label htmlFor="invoice-widget-payment-account">
+												Conta de pagamento
+											</Label>
+											<Select
+												value={paymentAccountId}
+												onValueChange={onPaymentAccountChange}
+												disabled={
+													isProcessing || paymentAccountOptions.length === 0
+												}
+											>
+												<SelectTrigger
+													id="invoice-widget-payment-account"
+													className="w-full"
+												>
+													<SelectValue placeholder="Selecione uma conta">
+														{selectedAccount ? (
+															<AccountCardSelectContent
+																label={selectedAccount.label}
+																logo={selectedAccount.logo}
+															/>
+														) : null}
+													</SelectValue>
+												</SelectTrigger>
+												<SelectContent>
+													{paymentAccountOptions.map((option) => (
+														<SelectItem key={option.value} value={option.value}>
+															<AccountCardSelectContent
+																label={option.label}
+																logo={option.logo}
+															/>
+														</SelectItem>
+													))}
+												</SelectContent>
+											</Select>
+										</div>
+
+										<div className="space-y-2">
+											<Label htmlFor="invoice-widget-payment-date">
+												Data do pagamento
+											</Label>
+											<DatePicker
+												id="invoice-widget-payment-date"
+												value={paymentDateValue}
+												onChange={(value) => {
+													if (value) {
+														onPaymentDateChange(new Date(`${value}T00:00:00`));
+													}
+												}}
+												disabled={isProcessing}
+											/>
+										</div>
 									</div>
-								</div>
-
-								{/* Status */}
-								<div className="flex items-center justify-between rounded-xl border p-3">
-									<span className="text-sm text-muted-foreground">
-										Status atual
-									</span>
-									<Badge
-										variant={getInvoiceStatusBadgeVariant(
-											INVOICE_STATUS_LABEL[invoice.paymentStatus],
-										)}
-									>
-										{INVOICE_STATUS_LABEL[invoice.paymentStatus]}
-									</Badge>
-								</div>
-
-								{/* Aviso */}
-								<p className="px-1 text-xs text-muted-foreground">
-									Vamos registrar a fatura como paga. Você poderá editar depois
-									se necessário.
-								</p>
+								) : (
+									<div className="flex items-center justify-between rounded-xl border p-3">
+										<span className="text-sm text-muted-foreground">
+											Status atual
+										</span>
+										<Badge
+											variant={getInvoiceStatusBadgeVariant(
+												INVOICE_STATUS_LABEL[invoice.paymentStatus],
+											)}
+										>
+											{INVOICE_STATUS_LABEL[invoice.paymentStatus]}
+										</Badge>
+									</div>
+								)}
 							</div>
 						) : null}
 
@@ -185,7 +266,12 @@ export function InvoicePaymentDialog({
 							<Button
 								type="button"
 								onClick={onConfirm}
-								disabled={isProcessing || !invoice}
+								disabled={
+									isProcessing ||
+									!invoice ||
+									(isInvoicePending &&
+										(!paymentAccountId || paymentAccountOptions.length === 0))
+								}
 							>
 								{isProcessing ? (
 									<>

src/features/dashboard/components/invoices/invoices-widget-view.tsx

@@ -1,5 +1,8 @@
 import type { InvoiceDialogState } from "@/features/dashboard/invoices/invoices-helpers";
-import type { DashboardInvoice } from "@/features/dashboard/invoices/invoices-queries";
+import type {
+	DashboardInvoice,
+	InvoicePaymentAccountOption,
+} from "@/features/dashboard/invoices/invoices-queries";
 import { InvoicePaymentDialog } from "./invoice-payment-dialog";
 import { InvoicesList } from "./invoices-list";
 
@@ -9,6 +12,11 @@ type InvoicesWidgetViewProps = {
 	isModalOpen: boolean;
 	modalState: InvoiceDialogState;
 	isPending: boolean;
+	paymentAccountId: string;
+	onPaymentAccountChange: (accountId: string) => void;
+	paymentDate: Date;
+	onPaymentDateChange: (date: Date) => void;
+	paymentAccountOptions: InvoicePaymentAccountOption[];
 	onOpenPaymentDialog: (invoiceId: string) => void;
 	onClosePaymentDialog: () => void;
 	onConfirmPayment: () => void;
@@ -20,6 +28,11 @@ export function InvoicesWidgetView({
 	isModalOpen,
 	modalState,
 	isPending,
+	paymentAccountId,
+	onPaymentAccountChange,
+	paymentDate,
+	onPaymentDateChange,
+	paymentAccountOptions,
 	onOpenPaymentDialog,
 	onClosePaymentDialog,
 	onConfirmPayment,
@@ -35,6 +48,11 @@ export function InvoicesWidgetView({
 				open={isModalOpen}
 				modalState={modalState}
 				isPending={isPending}
+				paymentAccountId={paymentAccountId}
+				onPaymentAccountChange={onPaymentAccountChange}
+				paymentDate={paymentDate}
+				onPaymentDateChange={onPaymentDateChange}
+				paymentAccountOptions={paymentAccountOptions}
 				onClose={onClosePaymentDialog}
 				onConfirm={onConfirmPayment}
 			/>

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

@@ -1,20 +1,35 @@
 "use client";
 
-import type { DashboardBill } from "@/features/dashboard/bills/bills-queries";
+import type {
+	BillPaymentAccountOption,
+	DashboardBill,
+} from "@/features/dashboard/bills/bills-queries";
 import { useBillWidgetController } from "@/features/dashboard/bills/use-bill-widget-controller";
 import { BillsWidgetView } from "../bills/bills-widget-view";
 
 type BillWidgetProps = {
 	bills?: DashboardBill[];
+	paymentAccountOptions?: BillPaymentAccountOption[];
+	period?: string;
 };
 
-export function BillWidget({ bills }: BillWidgetProps) {
+const EMPTY_OPTIONS: BillPaymentAccountOption[] = [];
+
+export function BillWidget({
+	bills,
+	paymentAccountOptions = EMPTY_OPTIONS,
+	period,
+}: BillWidgetProps) {
 	const {
 		items,
 		selectedBill,
 		isModalOpen,
 		modalState,
 		isPending,
+		paymentAccountId,
+		setPaymentAccountId,
+		paymentDate,
+		setPaymentDate,
 		openPaymentDialog,
 		closePaymentDialog,
 		confirmPayment,
@@ -23,10 +38,16 @@ export function BillWidget({ bills }: BillWidgetProps) {
 	return (
 		<BillsWidgetView
 			bills={items}
+			period={period}
 			selectedBill={selectedBill}
 			isModalOpen={isModalOpen}
 			modalState={modalState}
 			isPending={isPending}
+			paymentAccountId={paymentAccountId}
+			onPaymentAccountChange={setPaymentAccountId}
+			paymentDate={paymentDate}
+			onPaymentDateChange={setPaymentDate}
+			paymentAccountOptions={paymentAccountOptions}
 			onOpenPaymentDialog={openPaymentDialog}
 			onClosePaymentDialog={closePaymentDialog}
 			onConfirmPayment={confirmPayment}

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

@@ -1,20 +1,31 @@
 "use client";
 
-import type { DashboardInvoice } from "@/features/dashboard/invoices/invoices-queries";
+import type {
+	DashboardInvoice,
+	InvoicePaymentAccountOption,
+} from "@/features/dashboard/invoices/invoices-queries";
 import { useInvoicesWidgetController } from "@/features/dashboard/invoices/use-invoices-widget-controller";
 import { InvoicesWidgetView } from "../invoices/invoices-widget-view";
 
 type InvoicesWidgetProps = {
 	invoices: DashboardInvoice[];
+	paymentAccountOptions: InvoicePaymentAccountOption[];
 };
 
-export function InvoicesWidget({ invoices }: InvoicesWidgetProps) {
+export function InvoicesWidget({
+	invoices,
+	paymentAccountOptions,
+}: InvoicesWidgetProps) {
 	const {
 		items,
 		selectedInvoice,
 		isModalOpen,
 		modalState,
 		isPending,
+		paymentAccountId,
+		setPaymentAccountId,
+		paymentDate,
+		setPaymentDate,
 		openPaymentDialog,
 		closePaymentDialog,
 		confirmPayment,
@@ -27,6 +38,11 @@ export function InvoicesWidget({ invoices }: InvoicesWidgetProps) {
 			isModalOpen={isModalOpen}
 			modalState={modalState}
 			isPending={isPending}
+			paymentAccountId={paymentAccountId}
+			onPaymentAccountChange={setPaymentAccountId}
+			paymentDate={paymentDate}
+			onPaymentDateChange={setPaymentDate}
+			paymentAccountOptions={paymentAccountOptions}
 			onOpenPaymentDialog={openPaymentDialog}
 			onClosePaymentDialog={closePaymentDialog}
 			onConfirmPayment={confirmPayment}

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

@@ -22,6 +22,7 @@ import {
 	TooltipTrigger,
 } from "@/shared/components/ui/tooltip";
 import { WidgetEmptyState } from "@/shared/components/widget-empty-state";
+import { isAccountInactive } from "@/shared/lib/accounts/constants";
 import { resolveLogoSrc } from "@/shared/lib/logo";
 import { formatPeriodForUrl } from "@/shared/utils/period";
 
@@ -42,12 +43,15 @@ export function MyAccountsWidget({
 }: MyAccountsWidgetProps) {
 	const [isPending, startTransition] = useTransition();
 
-	const excludedAccountsCount = accounts.filter(
+	const activeAccounts = accounts.filter(
+		(account) => !isAccountInactive(account.status),
+	);
+	const excludedAccountsCount = activeAccounts.filter(
 		(account) => account.excludeFromBalance,
 	).length;
 	const visibleAccounts = showExcludedAccounts
-		? accounts
-		: accounts.filter((account) => !account.excludeFromBalance);
+		? activeAccounts
+		: activeAccounts.filter((account) => !account.excludeFromBalance);
 	const displayedAccounts = visibleAccounts.slice(0, 5);
 	const remainingCount = visibleAccounts.length - displayedAccounts.length;
 	const hiddenExcludedAccountsCount = showExcludedAccounts
@@ -117,7 +121,7 @@ export function MyAccountsWidget({
 			) : null}
 
 			<div>
-				{accounts.length === 0 ? (
+				{activeAccounts.length === 0 ? (
 					<div className="-mt-10">
 						<WidgetEmptyState
 							icon={

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

@@ -13,7 +13,7 @@ const formatOccurrences = (value: number | null) => {
 		return "Recorrência contínua";
 	}
 
-	return `${value} recorrências`;
+	return `${value} recorrências mensais`;
 };
 
 export function RecurringExpensesWidget({

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

@@ -1,5 +1,11 @@
 import { and, eq, ilike, inArray, isNotNull, sql } from "drizzle-orm";
-import { cards, invoices, payers, transactions } from "@/db/schema";
+import {
+	cards,
+	financialAccounts,
+	invoices,
+	payers,
+	transactions,
+} from "@/db/schema";
 import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
 import { db } from "@/shared/lib/db";
 import {
@@ -31,6 +37,13 @@ type RawDashboardInvoice = {
 	totalAmount: string | number | null;
 	transactionCount: string | number | null;
 	invoiceCreatedAt: Date | null;
+	cardAccountId: string | null;
+};
+
+export type InvoicePaymentAccountOption = {
+	value: string;
+	label: string;
+	logo: string | null;
 };
 
 type RawInvoiceBreakdownRow = {
@@ -63,11 +76,13 @@ export type DashboardInvoice = {
 	totalAmount: number;
 	paidAt: string | null;
 	pagadorBreakdown: InvoicePagadorBreakdown[];
+	defaultPaymentAccountId: string | null;
 };
 
 type DashboardInvoicesSnapshot = {
 	invoices: DashboardInvoice[];
 	totalPending: number;
+	paymentAccountOptions: InvoicePaymentAccountOption[];
 };
 
 const isInvoiceStatus = (value: unknown): value is InvoicePaymentStatus =>
@@ -148,7 +163,7 @@ export async function fetchDashboardInvoices(
 		}
 	}
 
-	const [rows, breakdownRows] = (await Promise.all([
+	const [rows, breakdownRows, accountRows] = (await Promise.all([
 		db
 			.select({
 				invoiceId: invoices.id,
@@ -159,6 +174,7 @@ export async function fetchDashboardInvoices(
 				period: invoices.period,
 				paymentStatus: invoices.paymentStatus,
 				invoiceCreatedAt: invoices.createdAt,
+				cardAccountId: cards.accountId,
 				totalAmount: sql<number | null>`
         COALESCE(SUM(${transactions.amount}), 0)
       `,
@@ -190,6 +206,7 @@ export async function fetchDashboardInvoices(
 				cards.status,
 				cards.logo,
 				cards.dueDay,
+				cards.accountId,
 				invoices.period,
 				invoices.paymentStatus,
 			),
@@ -218,7 +235,29 @@ export async function fetchDashboardInvoices(
 				payers.name,
 				payers.avatarUrl,
 			),
-	])) as [RawDashboardInvoice[], RawInvoiceBreakdownRow[]];
+		db
+			.select({
+				id: financialAccounts.id,
+				name: financialAccounts.name,
+				logo: financialAccounts.logo,
+			})
+			.from(financialAccounts)
+			.where(eq(financialAccounts.userId, userId)),
+	])) as [
+		RawDashboardInvoice[],
+		RawInvoiceBreakdownRow[],
+		{ id: string; name: string; logo: string | null }[],
+	];
+
+	const paymentAccountOptions: InvoicePaymentAccountOption[] = accountRows
+		.map((account) => ({
+			value: account.id,
+			label: account.name,
+			logo: account.logo,
+		}))
+		.sort((a, b) =>
+			a.label.localeCompare(b.label, "pt-BR", { sensitivity: "base" }),
+		);
 
 	const groupedBreakdown = new Map<
 		string,
@@ -336,6 +375,7 @@ export async function fetchDashboardInvoices(
 			pagadorBreakdown: (
 				breakdownMap.get(`${row.cardId}:${resolvedPeriod}`) ?? []
 			).sort((a, b) => b.amount - a.amount),
+			defaultPaymentAccountId: row.cardAccountId ?? null,
 		});
 	}
 
@@ -399,5 +439,6 @@ export async function fetchDashboardInvoices(
 	return {
 		invoices: invoiceList,
 		totalPending,
+		paymentAccountOptions,
 	};
 }

src/features/dashboard/invoices/use-invoices-widget-controller.ts

@@ -1,5 +1,6 @@
 "use client";
 
+import { useEffect, useRef, useState } from "react";
 import {
 	getCurrentDateString,
 	type InvoiceDialogState,
@@ -20,27 +21,62 @@ type InvoicesWidgetController = Omit<
 > & {
 	selectedInvoice: DashboardInvoice | null;
 	modalState: InvoiceDialogState;
+	paymentAccountId: string;
+	setPaymentAccountId: (accountId: string) => void;
+	paymentDate: Date;
+	setPaymentDate: (date: Date) => void;
 };
 
 export function useInvoicesWidgetController(
 	invoices: DashboardInvoice[],
 ): InvoicesWidgetController {
+	const [paymentAccountId, setPaymentAccountId] = useState<string>("");
+	const [paymentDate, setPaymentDate] = useState<Date>(() => new Date());
+
+	const paymentAccountIdRef = useRef(paymentAccountId);
+	const paymentDateRef = useRef(paymentDate);
+	paymentAccountIdRef.current = paymentAccountId;
+	paymentDateRef.current = paymentDate;
+
 	const controller = usePaymentDialogController({
 		items: invoices,
 		getItemId: (invoice) => invoice.id,
 		isItemConfirmed: (invoice) => isInvoicePaid(invoice.paymentStatus),
-		executeConfirm: (invoice) =>
-			updateInvoicePaymentStatusAction({
+		executeConfirm: (invoice) => {
+			const accountId = paymentAccountIdRef.current || undefined;
+			const date = paymentDateRef.current;
+			const isoDate = date.toISOString().split("T")[0];
+
+			return updateInvoicePaymentStatusAction({
 				cardId: invoice.cardId,
 				period: invoice.period,
 				status: INVOICE_PAYMENT_STATUS.PAID,
-			}),
+				paymentAccountId: accountId,
+				paymentDate: isoDate,
+			});
+		},
 		applyConfirmedState: (invoice) =>
 			markInvoiceAsPaid(invoice, getCurrentDateString()),
 	});
 
+	const selectedInvoiceId = controller.selectedItem?.id ?? null;
+	const selectedDefaultAccountId =
+		controller.selectedItem?.defaultPaymentAccountId ?? "";
+
+	useEffect(() => {
+		if (!selectedInvoiceId) {
+			return;
+		}
+		setPaymentAccountId(selectedDefaultAccountId);
+		setPaymentDate(new Date());
+	}, [selectedInvoiceId, selectedDefaultAccountId]);
+
 	return {
 		...controller,
 		selectedInvoice: controller.selectedItem,
+		paymentAccountId,
+		setPaymentAccountId,
+		paymentDate,
+		setPaymentDate,
 	};
 }

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

@@ -21,9 +21,11 @@ import { excludeTransactionsFromExcludedAccounts } from "@/features/dashboard/tr
 import {
 	ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
 	INITIAL_BALANCE_NOTE,
+	isRefundNote,
 } from "@/shared/lib/accounts/constants";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
+import { TRANSFER_CATEGORY_NAME } from "@/shared/lib/transfers/constants";
 import {
 	compareDateOnly,
 	getBusinessDateString,
@@ -58,6 +60,7 @@ type CurrentPeriodTransactionRow = {
 	categoryId: string | null;
 	categoryName: string | null;
 	categoryType: string | null;
+	accountId: string | null;
 	cardLogo: string | null;
 	accountLogo: string | null;
 	accountExcludeInitialBalanceFromIncome: boolean | null;
@@ -119,6 +122,9 @@ const shouldIncludeWithoutAutoInvoice = (note: string | null | undefined) =>
 const shouldIncludeWithoutAutoGenerated = (note: string | null | undefined) =>
 	!isInitialBalanceNote(note) && !isAutoInvoiceNote(note);
 
+const shouldIncludeWithoutRefund = (note: string | null | undefined) =>
+	!isRefundNote(note);
+
 const shouldIncludeInPaymentStatus = (row: CurrentPeriodTransactionRow) => {
 	if (!shouldIncludeWithoutAutoInvoice(row.note)) {
 		return false;
@@ -183,6 +189,7 @@ const buildBillsSnapshot = (
 				? row.boletoPaymentDate.toISOString().slice(0, 10)
 				: null,
 			isSettled: Boolean(row.isSettled),
+			accountId: row.accountId ?? null,
 		}))
 		.sort((a, b) => {
 			if (a.isSettled !== b.isSettled) {
@@ -259,6 +266,14 @@ const buildPaymentStatusData = (
 		}
 
 		const amount = toNumber(row.amount);
+		const isRefund = isRefundNote(row.note);
+
+		if (isRefund) {
+			const targetKey = row.isSettled === true ? "confirmed" : "pending";
+			result.expenses[targetKey] -= Math.abs(amount);
+			continue;
+		}
+
 		const target =
 			row.transactionType === TRANSACTION_TYPE_INCOME
 				? result.income
@@ -271,6 +286,8 @@ const buildPaymentStatusData = (
 		}
 	}
 
+	result.expenses.confirmed = Math.max(0, result.expenses.confirmed);
+	result.expenses.pending = Math.max(0, result.expenses.pending);
 	result.income.total = result.income.confirmed + result.income.pending;
 	result.expenses.total = result.expenses.confirmed + result.expenses.pending;
 
@@ -495,7 +512,9 @@ const buildPurchasesByCategoryData = (
 			!row.categoryName ||
 			!row.categoryType ||
 			!["despesa", "receita"].includes(row.categoryType) ||
+			row.categoryName === TRANSFER_CATEGORY_NAME ||
 			!shouldIncludeWithoutAutoGenerated(row.note) ||
+			!shouldIncludeWithoutRefund(row.note) ||
 			!shouldIncludeNamedItem(row.name)
 		) {
 			continue;
@@ -564,6 +583,7 @@ export async function fetchDashboardCurrentPeriodOverview(
 			categoryId: transactions.categoryId,
 			categoryName: categories.name,
 			categoryType: categories.type,
+			accountId: transactions.accountId,
 			cardLogo: cards.logo,
 			accountLogo: financialAccounts.logo,
 			accountExcludeInitialBalanceFromIncome:

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

@@ -1,4 +1,4 @@
-import { and, asc, eq, gte, inArray, lte, sum } from "drizzle-orm";
+import { and, asc, eq, gte, inArray, lte, sql } from "drizzle-orm";
 import { financialAccounts, transactions } from "@/db/schema";
 import type { DashboardCardMetrics } from "@/features/dashboard/overview/dashboard-metrics-queries";
 import type {
@@ -11,6 +11,7 @@ import {
 	excludeInitialBalanceWhenConfigured,
 	excludeTransactionsFromExcludedAccounts,
 } from "@/features/dashboard/transaction-filters";
+import { REFUND_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
 import { safeToNumber } from "@/shared/utils/number";
@@ -31,6 +32,7 @@ const TRANSACTION_TYPE_TRANSFER = "Transferência";
 type PeriodTotals = {
 	receitas: number;
 	despesas: number;
+	reembolsos: number;
 	transferAdjustment: number;
 	balanco: number;
 };
@@ -39,6 +41,7 @@ type PeriodSummaryRow = {
 	period: string | null;
 	transactionType: string;
 	totalAmount: string | number | null;
+	refundAmount: string | number | null;
 	accountExcludeFromBalance: boolean | null;
 };
 
@@ -50,6 +53,7 @@ type DashboardPeriodOverview = {
 const createEmptyTotals = (): PeriodTotals => ({
 	receitas: 0,
 	despesas: 0,
+	reembolsos: 0,
 	transferAdjustment: 0,
 	balanco: 0,
 });
@@ -105,11 +109,19 @@ export async function fetchDashboardPeriodOverview(
 	const chartPeriods = generateLast6Months(period);
 	const startPeriod = addMonthsToPeriod(period, -24);
 
+	const refundPattern = `${REFUND_NOTE_PREFIX}%`;
 	const rows = (await db
 		.select({
 			period: transactions.period,
 			transactionType: transactions.transactionType,
-			totalAmount: sum(transactions.amount).as("total"),
+			totalAmount:
+				sql<number>`coalesce(sum(case when ${transactions.note} ilike ${refundPattern} then 0 else ${transactions.amount} end), 0)`.as(
+					"total",
+				),
+			refundAmount:
+				sql<number>`coalesce(sum(case when ${transactions.note} ilike ${refundPattern} then ${transactions.amount} else 0 end), 0)`.as(
+					"refund",
+				),
 			accountExcludeFromBalance: financialAccounts.excludeFromBalance,
 		})
 		.from(transactions)
@@ -151,6 +163,9 @@ export async function fetchDashboardPeriodOverview(
 
 		const totals = ensurePeriodTotals(periodTotals, row.period);
 		const total = safeToNumber(row.totalAmount);
+		const refund = safeToNumber(row.refundAmount);
+
+		totals.reembolsos += Math.abs(refund);
 
 		if (row.transactionType === TRANSACTION_TYPE_INCOME) {
 			totals.receitas += total;
@@ -179,9 +194,14 @@ export async function fetchDashboardPeriodOverview(
 
 	for (const key of periodRange) {
 		const totals = ensurePeriodTotals(periodTotals, key);
+		const netExpenses = Math.max(0, totals.despesas - totals.reembolsos);
 		totals.balanco =
-			totals.receitas - totals.despesas + totals.transferAdjustment;
+			totals.receitas -
+			totals.despesas +
+			totals.reembolsos +
+			totals.transferAdjustment;
 		runningForecast += totals.balanco;
+		totals.despesas = netExpenses;
 		forecastByPeriod.set(key, runningForecast);
 	}
 

src/features/dashboard/transaction-filters.ts

@@ -3,6 +3,7 @@ import { financialAccounts, transactions } from "@/db/schema";
 import {
 	ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
 	INITIAL_BALANCE_NOTE,
+	REFUND_NOTE_PREFIX,
 } from "@/shared/lib/accounts/constants";
 
 export { excludeTransactionsFromExcludedAccounts } from "@/shared/lib/accounts/query-filters";
@@ -27,6 +28,12 @@ export const excludeAutoInvoiceEntries = () =>
 		not(ilike(transactions.note, `${ACCOUNT_AUTO_INVOICE_NOTE_PREFIX}%`)),
 	);
 
+export const excludeRefundEntries = () =>
+	or(
+		isNull(transactions.note),
+		not(ilike(transactions.note, `${REFUND_NOTE_PREFIX}%`)),
+	);
+
 export const excludeInitialBalanceWhenConfigured = () =>
 	or(
 		isNull(transactions.note),

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

@@ -93,7 +93,10 @@ export const widgetsConfig: WidgetConfig[] = [
 		subtitle: "Resumo das faturas do período",
 		icon: <RiBillLine className="size-4" />,
 		component: ({ data }) => (
-			<InvoicesWidget invoices={data.invoicesSnapshot.invoices} />
+			<InvoicesWidget
+				invoices={data.invoicesSnapshot.invoices}
+				paymentAccountOptions={data.invoicesSnapshot.paymentAccountOptions}
+			/>
 		),
 	},
 	{
@@ -101,7 +104,13 @@ export const widgetsConfig: WidgetConfig[] = [
 		title: "Boletos",
 		subtitle: "Controle de boletos do período",
 		icon: <RiBarcodeLine className="size-4" />,
-		component: ({ data }) => <BillWidget bills={data.billsSnapshot.bills} />,
+		component: ({ data, period }) => (
+			<BillWidget
+				bills={data.billsSnapshot.bills}
+				paymentAccountOptions={data.invoicesSnapshot.paymentAccountOptions}
+				period={period}
+			/>
+		),
 	},
 	{
 		id: "payment-status",

src/features/insights/constants.ts

@@ -34,14 +34,16 @@ export const PROVIDERS = {
  */
 export const AVAILABLE_MODELS = [
 	// OpenAI
+	{ id: "gpt-5.5-pro", name: "GPT-5.5 Pro", provider: "openai" as const },
+	{ id: "gpt-5.5", name: "GPT-5.5", provider: "openai" as const },
 	{ id: "gpt-5.4", name: "GPT-5.4", provider: "openai" as const },
 	{ id: "gpt-5.4-mini", name: "GPT-5.4 Mini", provider: "openai" as const },
 	{ id: "gpt-5.4-nano", name: "GPT-5.4 Nano", provider: "openai" as const },
 
 	// Anthropic
 	{
-		id: "claude-opus-4-6",
-		name: "Claude Opus 4.6",
+		id: "claude-opus-4-7",
+		name: "Claude Opus 4.7",
 		provider: "anthropic" as const,
 	},
 	{
@@ -73,7 +75,7 @@ export const AVAILABLE_MODELS = [
 	},
 ] as const;
 
-export const DEFAULT_MODEL = "gpt-5.4";
+export const DEFAULT_MODEL = "gpt-5.5";
 export const DEFAULT_PROVIDER = "openai";
 
 /**

src/features/invoices/actions.ts

@@ -2,8 +2,17 @@
 
 import { and, eq, sql } from "drizzle-orm";
 import { z } from "zod";
-import { cards, categories, invoices, transactions } from "@/db/schema";
-import { buildInvoicePaymentNote } from "@/shared/lib/accounts/constants";
+import {
+	cards,
+	categories,
+	financialAccounts,
+	invoices,
+	transactions,
+} from "@/db/schema";
+import {
+	buildInvoicePaymentNote,
+	INVOICE_ADJUSTMENT_NAME,
+} from "@/shared/lib/accounts/constants";
 import { revalidateForEntity } from "@/shared/lib/actions/helpers";
 import { getUser } from "@/shared/lib/auth/server";
 import { db } from "@/shared/lib/db";
@@ -14,6 +23,10 @@ import {
 	PERIOD_FORMAT_REGEX,
 } from "@/shared/lib/invoices";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
+import {
+	formatCurrency,
+	formatDecimalForDbRequired,
+} from "@/shared/utils/currency";
 import {
 	getBusinessTodayDate,
 	parseLocalDateString,
@@ -36,6 +49,11 @@ const updateInvoicePaymentStatusSchema = z.object({
 		.refine((value) => !value || isValidPaymentDate(value), {
 			message: "Data de pagamento inválida.",
 		}),
+	paymentAccountId: z
+		.string({ message: "Conta inválida." })
+		.uuid("Conta inválida.")
+		.nullable()
+		.optional(),
 });
 
 type UpdateInvoicePaymentStatusInput = z.infer<
@@ -51,9 +69,6 @@ const successMessageByStatus: Record<InvoicePaymentStatus, string> = {
 	[INVOICE_PAYMENT_STATUS.PENDING]: "Pagamento da fatura foi revertido.",
 };
 
-const formatDecimal = (value: number) =>
-	(Math.round(value * 100) / 100).toFixed(2);
-
 export async function updateInvoicePaymentStatusAction(
 	input: UpdateInvoicePaymentStatusInput,
 ): Promise<ActionResult> {
@@ -121,8 +136,25 @@ export async function updateInvoicePaymentStatusAction(
 
 				const adminShare = Number(adminShareRow?.total ?? 0);
 				const adminPayableAmount = Math.abs(Math.min(adminShare, 0));
+				const paymentAccountId = data.paymentAccountId ?? card.accountId;
+
+				if (adminPayerId) {
+					if (!paymentAccountId) {
+						throw new Error("Selecione uma conta para pagar a fatura.");
+					}
+
+					const paymentAccount = await tx.query.financialAccounts.findFirst({
+						columns: { id: true },
+						where: and(
+							eq(financialAccounts.id, paymentAccountId),
+							eq(financialAccounts.userId, user.id),
+						),
+					});
+
+					if (!paymentAccount) {
+						throw new Error("Conta de pagamento não encontrada.");
+					}
 
-				if (card.accountId && adminPayerId) {
 					const paymentCategory = await tx.query.categories.findFirst({
 						columns: { id: true },
 						where: and(
@@ -131,12 +163,11 @@ export async function updateInvoicePaymentStatusAction(
 						),
 					});
 
-					// Usar a data customizada ou a data atual como data de pagamento
 					const invoiceDate = data.paymentDate
 						? parseLocalDateString(data.paymentDate)
 						: getBusinessTodayDate();
 
-					const amount = `-${formatDecimal(adminPayableAmount)}`;
+					const amount = `-${formatDecimalForDbRequired(adminPayableAmount)}`;
 					const payload = {
 						condition: "À vista",
 						name: `Pagamento fatura - ${card.name}`,
@@ -148,7 +179,7 @@ export async function updateInvoicePaymentStatusAction(
 						period: data.period,
 						isSettled: true,
 						userId: user.id,
-						accountId: card.accountId,
+						accountId: paymentAccountId,
 						categoryId: paymentCategory?.id ?? null,
 						payerId: adminPayerId,
 					};
@@ -270,3 +301,123 @@ export async function updatePaymentDateAction(
 		};
 	}
 }
+
+const adjustInvoiceSchema = z.object({
+	cardId: z.string({ message: "Cartão inválido." }).uuid("Cartão inválido."),
+	period: z
+		.string({ message: "Período inválido." })
+		.regex(PERIOD_FORMAT_REGEX, "Período inválido."),
+	currentTotal: z.number({ message: "Total atual inválido." }),
+	targetAmount: z
+		.number({ message: "Valor inválido." })
+		.nonnegative("O valor deve ser positivo."),
+});
+
+type AdjustInvoiceInput = z.infer<typeof adjustInvoiceSchema>;
+
+export async function adjustInvoiceAction(
+	input: AdjustInvoiceInput,
+): Promise<ActionResult> {
+	try {
+		const user = await getUser();
+		const data = adjustInvoiceSchema.parse(input);
+		const adminPayerId = await getAdminPayerId(user.id);
+
+		let message = "Ajuste de fatura registrado.";
+
+		await db.transaction(async (tx: typeof db) => {
+			const card = await tx.query.cards.findFirst({
+				columns: { id: true },
+				where: and(eq(cards.id, data.cardId), eq(cards.userId, user.id)),
+			});
+
+			if (!card) {
+				throw new Error("Cartão não encontrado.");
+			}
+
+			const existing = await tx.query.transactions.findFirst({
+				columns: { id: true, amount: true },
+				where: and(
+					eq(transactions.userId, user.id),
+					eq(transactions.cardId, data.cardId),
+					eq(transactions.period, data.period),
+					eq(transactions.name, INVOICE_ADJUSTMENT_NAME),
+				),
+			});
+
+			const existingAmount = Number(existing?.amount ?? 0);
+			const baseTotal = data.currentTotal - existingAmount;
+			const targetTotal = -data.targetAmount;
+			const adjustmentAmount =
+				Math.round((targetTotal - baseTotal) * 100) / 100;
+
+			if (adjustmentAmount === 0) {
+				if (existing) {
+					await tx.delete(transactions).where(eq(transactions.id, existing.id));
+					message = "Ajuste de fatura removido.";
+				} else {
+					message = "Nada a ajustar — o valor já está correto.";
+				}
+				return;
+			}
+
+			const isExpense = adjustmentAmount < 0;
+			const categoryName = isExpense ? "Outras despesas" : "Outras receitas";
+
+			const category = await tx.query.categories.findFirst({
+				columns: { id: true },
+				where: and(
+					eq(categories.userId, user.id),
+					eq(categories.name, categoryName),
+				),
+			});
+
+			const amount = formatDecimalForDbRequired(adjustmentAmount);
+
+			const note = `O valor era ${formatCurrency(Math.abs(baseTotal))} mas o correto é ${formatCurrency(data.targetAmount)}.`;
+
+			const payload = {
+				condition: "À vista",
+				name: INVOICE_ADJUSTMENT_NAME,
+				paymentMethod: "Cartão de crédito",
+				note,
+				amount,
+				purchaseDate: getBusinessTodayDate(),
+				transactionType: isExpense
+					? ("Despesa" as const)
+					: ("Receita" as const),
+				period: data.period,
+				userId: user.id,
+				cardId: data.cardId,
+				accountId: null,
+				categoryId: category?.id ?? null,
+				payerId: adminPayerId,
+			};
+
+			if (existing) {
+				await tx
+					.update(transactions)
+					.set(payload)
+					.where(eq(transactions.id, existing.id));
+			} else {
+				await tx.insert(transactions).values(payload);
+			}
+		});
+
+		revalidateForEntity("cards", user.id);
+
+		return { success: true, message };
+	} catch (error) {
+		if (error instanceof z.ZodError) {
+			return {
+				success: false,
+				error: error.issues[0]?.message ?? "Dados inválidos.",
+			};
+		}
+
+		return {
+			success: false,
+			error: error instanceof Error ? error.message : "Erro inesperado.",
+		};
+	}
+}