fix(lancamentos): corrige tipo do filtro selecionado

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

.env.example

@@ -17,6 +17,8 @@ POSTGRES_DB=openmonetis_db
 # Gere com: openssl rand -base64 32
 BETTER_AUTH_SECRET=your-secret-key-here-change-this
 BETTER_AUTH_URL=http://localhost:3000
+# Defina como true para bloquear novos cadastros
+DISABLE_SIGNUP=false
 
 # === Portas ===
 APP_PORT=3000
@@ -59,4 +61,4 @@ OPENROUTER_API_KEY=
 # === Logo.dev (Opcional) ===
 # Logos automáticos de estabelecimentos. Cadastre em https://www.logo.dev
 LOGO_DEV_TOKEN=
-LOGO_DEV_SECRET_KEY=
+LOGO_DEV_SECRET_KEY=

.github/workflows/docker-publish.yml

@@ -24,8 +24,6 @@ jobs:
 
       - name: Setup pnpm
         uses: pnpm/action-setup@v4
-        with:
-          version: 10.33.0
 
       - name: Setup Node.js
         uses: actions/setup-node@v4

.vscode/settings.json

@@ -1,32 +0,0 @@
-{
-	"files.exclude": {
-		"**/.git": true,
-		"**/.svn": true,
-		"**/.hg": true,
-		"**/.DS_Store": true,
-		"**/Thumbs.db": true,
-		"**/node_modules": true,
-		"node_modules": true,
-		"**/.vscode": true,
-		".vscode": true,
-		"**/.next": true,
-		".next": true
-	},
-	"editor.defaultFormatter": "biomejs.biome",
-	"editor.formatOnSave": true,
-	"editor.codeActionsOnSave": {
-		"source.organizeImports": "never",
-		"source.organizeImports.biome": "always",
-		"source.fixAll": "never",
-		"source.fixAll.biome": "always",
-		"source.fixAll.eslint": "never"
-	},
-	"[json]": {
-		"editor.defaultFormatter": "biomejs.biome"
-	},
-	"prettier.enable": false,
-	"editor.fontSize": 15,
-	"[jsonc]": {
-		"editor.defaultFormatter": "vscode.json-language-features"
-	}
-}

CHANGELOG.md

@@ -5,6 +5,98 @@ Todas as mudanças notáveis deste projeto serão documentadas neste arquivo.
 O formato é baseado em [Keep a Changelog](https://keepachangelog.com/pt-BR/1.1.0/),
 e este projeto adere ao [Versionamento Semântico](https://semver.org/lang/pt-BR/).
 
+## [2.6.4] - 2026-05-23
+
+Esta versão reúne o polimento final antes da próxima publicação: melhora o fluxo de antecipação de parcelas, deixa os dialogs de lançamentos mais seguros e consistentes, e incorpora as contribuições vindas dos PRs abertos para nomes de logos e ajustes no cadastro de transações.
+
+### Adicionado
+- Logos: adicionado um dicionário de nomes de exibição para logos, com busca normalizada sem acentos e fallback para o comportamento anterior quando não houver mapeamento específico (PR #69).
+- Lançamentos: o dialog de adicionar múltiplos lançamentos agora pede confirmação antes de descartar alterações não salvas ao fechar ou cancelar (PR #70).
+
+### Alterado
+- Lançamentos: o modal "Histórico de Antecipações" agora segue o padrão do modal de detalhes, com `Fechar` e `Desfazer Antecipação` no rodapé, contagem dentro do conteúdo e cards de antecipação reorganizados em blocos mais escaneáveis.
+- Lançamentos: a antecipação de parcelas agora só permite selecionar parcelas futuras ao período escolhido, evitando antecipar a parcela do próprio mês sem bloquear parcelas seguintes da mesma compra.
+- Lançamentos: ao criar uma antecipação, o cache do histórico da série agora é invalidado e o modal refaz a busca ao abrir.
+- Lançamentos: ao adicionar uma nova linha no dialog de múltiplos lançamentos, a data passa a seguir a última transação informada em vez de voltar para a data atual (PR #72).
+
+### Corrigido
+- Lançamentos: ajustado o espaçamento horizontal da área rolável do dialog de adicionar transação para preservar o alinhamento dos campos e botões (PR #71).
+
+## [2.6.3] - 2026-05-22
+
+Esta versão concentra os ajustes feitos depois da `2.6.2` em um único ciclo público. O foco está em dar mais precisão aos filtros de lançamentos por período real de compra e em polir a análise de parcelas para priorizar parcelamentos mais próximos da quitação sem causar saltos visuais nos cards.
+
+### Adicionado
+- Lançamentos: o drawer de filtros agora permite informar data inicial e data final para filtrar a tabela por `data_compra`.
+
+### Alterado
+- Lançamentos: quando um intervalo de datas está ativo, a consulta server-side deixa de limitar os dados a um único mês e usa o intervalo real de compra, mantendo paginação e exportação alinhadas ao que aparece na tabela.
+- Relatórios: os cards de `/reports/installment-analysis` agora são ordenados pelo percentual pago em ordem decrescente, mantendo a data da compra como critério de desempate.
+- Relatórios: em `/reports/installment-analysis`, o contador de parcelas selecionadas agora aparece discretamente no botão "detalhes", sem criar uma área extra no corpo do card.
+
+### Corrigido
+- Relatórios: selecionar parcelas em um card de `/reports/installment-analysis` não força mais os outros cards da mesma linha a reservarem espaço vazio para o resumo de seleção.
+
+## [2.6.2] - 2026-05-21
+
+Esta versão corrige o build da imagem Docker depois da atualização para `pnpm@11.1.3`. A etapa de dependências dentro do Docker não recebia a configuração do workspace, então o install congelado falhava ao comparar os `overrides` e as políticas de build com o lockfile.
+
+### Corrigido
+- Docker: o `Dockerfile` agora usa `pnpm@11.1.3` em todos os estágios e copia `pnpm-workspace.yaml` antes do `pnpm install --frozen-lockfile`, garantindo que `overrides` e `allowBuilds` sejam aplicados também no build da imagem.
+
+## [2.6.1] - 2026-05-21
+
+Esta versão corrige o pipeline de publicação após o salto para a `2.6.0`. O build do GitHub Actions falhava antes mesmo de instalar as dependências porque o workflow ainda fixava uma versão antiga do `pnpm`, enquanto o projeto já declarava `pnpm@11.1.3` no `packageManager`.
+
+### Corrigido
+- CI: o workflow de build deixou de fixar uma versão diferente do `pnpm`, usando a versão declarada em `packageManager` para evitar conflito no `pnpm/action-setup`.
+- CI: a política de builds do `pnpm` foi migrada para `allowBuilds`, permitindo explicitamente os scripts necessários de `core-js`, `esbuild`, `sharp` e `unrs-resolver` durante o install no GitHub Actions.
+
+## [2.6.0] - 2026-05-21
+
+Esta versão implementa melhorias pensadas para o uso real do dia a dia. O OpenMonetis passa a lidar melhor com parcelamentos que já começaram, recupera atalhos importantes no extrato, deixa a revisão de importações mais precisa e dá mais controle para quem mantém uma instância self-hosted. Também entram correções de consistência no dashboard, em cartões, no tratamento da categoria `Pagamentos` e nas datas vindas de planilhas.
+
+### Adicionado
+- Autenticação: nova variável `DISABLE_SIGNUP=true` para bloquear novos cadastros. Quando ativa, a tela de cadastro deixa de aparecer na navegação, `/signup` redireciona para login/dashboard e a API de signup responde `403`.
+- Lançamentos: compras parceladas agora podem começar em uma parcela intermediária, como `5 de 10`. O sistema gera apenas as parcelas restantes e preserva o cálculo do valor unitário com base no total original.
+- Logos: adicionado o logo da Bipa à biblioteca local de marcas.
+- Relatórios: a análise de parcelas agora separa parcelas acompanhadas daquelas que ficaram fora do acompanhamento quando o parcelamento começa no meio da série.
+
+### Alterado
+- Contas: a página de extrato em `/accounts/[accountId]` voltou a exibir os botões "Nova Receita" e "Nova Despesa", alinhando o fluxo com as demais telas de lançamentos.
+- Cartões: os cards de `/cards` agora mostram o valor da fatura do mês atual junto dos indicadores de limite. O limite utilizado passa a considerar faturas em aberto, não apenas o status interno do lançamento.
+- Lançamentos: ao criar um lançamento a partir do extrato de uma conta, o diálogo já abre com essa conta selecionada como destino padrão.
+- Importação: os controles globais da revisão de extrato foram realinhados à esquerda, com espaçamento mais compacto e larguras mais consistentes.
+
+### Corrigido
+- Dashboard: o widget "Status de Pagamento" voltou a mostrar corretamente os valores em "A Pagar", somando despesas pelo valor absoluto e mantendo reembolsos como abatimento.
+- Importação: datas vindas de planilhas agora preservam o dia informado no Excel, evitando que `20/05/2026` apareça como `19/05/2026` em fusos como `America/Sao_Paulo`.
+- Importação: o seletor de categoria por linha agora mostra apenas categorias compatíveis com o tipo detectado do lançamento, separando receitas e despesas durante a revisão do extrato.
+- Importação: cada linha da revisão de extrato agora permite escolher uma pessoa específica, enquanto o campo global continua servindo como atalho para aplicar a pessoa nos lançamentos selecionados.
+- Lançamentos: despesas comuns na categoria `Pagamentos` voltaram a poder ser editadas, removidas, copiadas e importadas. A proteção continua valendo apenas para pagamentos automáticos de fatura com nota técnica `AUTO_FATURA:`.
+
+### Dependências
+- Stack core: `pnpm` 10.33.0 → 11.1.3.
+- Auth: `better-auth` e `@better-auth/passkey` 1.6.10 → 1.6.11.
+- AI SDKs: `@ai-sdk/anthropic` 3.0.76 → 3.0.78, `@ai-sdk/google` 3.0.71 → 3.0.75, `@ai-sdk/openai` 3.0.63 → 3.0.64 e `ai` 6.0.177 → 6.0.185.
+- AWS: `@aws-sdk/client-s3` e `@aws-sdk/s3-request-presigner` 3.1045.0 → 3.1050.0.
+- UI e dados: `@tanstack/react-query` 5.100.9 → 5.100.11, `date-fns` 4.1.0 → 4.2.1, `jspdf-autotable` 5.0.7 → 5.0.8, `pg` 8.20.0 → 8.21.0 e `react-day-picker` 10.0.0 → 10.0.1.
+- Dev tooling: `@types/node` 25.6.2 → 25.9.1, `@types/react` 19.2.14 → 19.2.15, `knip` 6.12.2 → 6.14.1, `tsx` 4.21.0 → 4.22.3 e novo `babel-plugin-react-compiler` 1.0.0.
+
+## [2.5.7] - 2026-05-14
+
+Esta versão faz um polimento visual no relatório de análise de parcelas, deixando o estabelecimento como referência principal do card e mantendo o cartão visível de forma mais discreta no contexto da compra.
+
+### Alterado
+- Relatórios: em `/reports/installment-analysis`, os cards de parcelas passam a usar o logo do estabelecimento como avatar principal; o logo do cartão agora aparece menor ao lado do nome do cartão, tanto no card quanto no modal de detalhes.
+- Relatórios: a página de análise de parcelas pré-carrega os mapeamentos de logos de estabelecimentos para evitar troca visual após o primeiro render.
+- Lançamentos: o campo de anexos no modal agora aceita arquivos colados com `Ctrl+V`, mantendo o botão para buscar arquivos normalmente.
+- Lançamentos: o modal agora usa uma única área interna de rolagem, com cabeçalho e rodapé estáveis, reduzindo travadas ao rolar e ao abrir "Condições, anotações e anexos".
+- Anotações: tarefas agora podem ser editadas inline no modal "Atualizar anotação"; clicar no texto abre o input e o botão de remover vira botão de salvar naquela linha.
+
+### Corrigido
+- Relatórios: o join com cartões na análise de parcelas agora também valida `cards.userId`, mantendo o filtro de ownership explícito na consulta.
+
 ## [2.5.6] - 2026-05-07
 
 Esta versão entrega um conjunto de melhorias em torno do fluxo de lançamentos: filtros mais úteis, divisão por porcentagem, indicador de orçamento dentro do modal e correção de um bug em totais por pessoa que considerava contas excluídas do saldo. Também inclui ajustes de robustez no display da calculadora (sem mais overflow do modal com valores longos) e o fix do cache de RSC nos filtros multi-seleção.

Dockerfile

@@ -5,12 +5,13 @@
 # ============================================
 FROM node:22-alpine AS deps
 
-RUN corepack enable && corepack prepare pnpm@10.33.0 --activate
+ARG PNPM_VERSION=11.1.3
+RUN corepack enable && corepack prepare pnpm@${PNPM_VERSION} --activate
 
 WORKDIR /app
 
 # Copiar apenas arquivos de dependências para aproveitar cache
-COPY package.json pnpm-lock.yaml* ./
+COPY package.json pnpm-lock.yaml* pnpm-workspace.yaml ./
 
 # Criar pasta public para o postinstall do pdfjs-dist
 RUN mkdir -p public
@@ -23,7 +24,8 @@ RUN pnpm install --frozen-lockfile
 # ============================================
 FROM node:22-alpine AS builder
 
-RUN corepack enable && corepack prepare pnpm@10.33.0 --activate
+ARG PNPM_VERSION=11.1.3
+RUN corepack enable && corepack prepare pnpm@${PNPM_VERSION} --activate
 
 WORKDIR /app
 
@@ -52,7 +54,8 @@ RUN pnpm build
 # ============================================
 FROM node:22-alpine AS runner
 
-RUN corepack enable && corepack prepare pnpm@10.33.0 --activate
+ARG PNPM_VERSION=11.1.3
+RUN corepack enable && corepack prepare pnpm@${PNPM_VERSION} --activate
 
 WORKDIR /app
 

README.md

@@ -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-2.5.6-blue?style=flat-square)](CHANGELOG.md)
+[![Version](https://img.shields.io/badge/version-2.6.4-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/)
@@ -39,6 +39,7 @@
 - [Arquitetura](#-arquitetura)
 - [Contribuindo](#-contribuindo)
 - [Apoie o Projeto](#-apoie-o-projeto)
+- [Star History](#-star-history)
 - [Licença](#-licença)
 
 ---
@@ -61,7 +62,7 @@ A ideia é simples: ter um lugar onde consigo ver todas as minhas contas, cartõ
 
 ### Funcionalidades
 
-💰 **Contas e transações** — Contas bancárias, cartões, dinheiro. Receitas, despesas e transferências. Categorização, filtros combináveis, extratos detalhados e importação de extratos OFX e XLS/XLSX com detecção automática de categoria.
+💰 **Contas e transações** — Contas bancárias, cartões, dinheiro. Receitas, despesas e transferências. Categorização, filtros combináveis com intervalo de datas, extratos detalhados e importação de extratos OFX e XLS/XLSX com detecção automática de categoria.
 
 📊 **Dashboard e relatórios** — Widgets interativos de métricas, gráficos de evolução, comparativos por categoria, tendências, uso de cartões, top estabelecimentos. Exportação em PDF e Excel.
 
@@ -127,10 +128,11 @@ Só quer rodar o OpenMonetis. **Não precisa clonar o repositório nem instalar
 # 1. Baixe o compose
 curl -fsSL https://raw.githubusercontent.com/felipegcoutinho/openmonetis/main/docker-compose.yml -o docker-compose.yml
 
-# 2. Crie um .en na mesma pasta.
+# 2. Crie um .env na mesma pasta.
 # .env mínimo recomendado para produção
 BETTER_AUTH_SECRET=gere-um-valor-com-openssl-rand-base64-32
 BETTER_AUTH_URL=http://seu-dominio.com
+DISABLE_SIGNUP=false # opcional: true bloqueia novos cadastros
 
 # 3. Suba tudo
 docker compose up -d
@@ -443,6 +445,9 @@ POSTGRES_USER=openmonetis
 POSTGRES_PASSWORD=openmonetis_dev_password
 POSTGRES_DB=openmonetis_db
 
+# Autenticação
+DISABLE_SIGNUP=false # true bloqueia novos cadastros
+
 # S3 Server (opcional, necessario para anexos)
 S3_ENDPOINT=
 S3_REGION=
@@ -575,6 +580,18 @@ Outras formas de contribuir: ⭐ estrela no repo, reportar bugs, melhorar docs,
 
 ---
 
+## ⭐ Star History
+
+<a href="https://www.star-history.com/?repos=felipegcoutinho%2Fopenmonetis&type=date&legend=top-left">
+ <picture>
+   <source media="(prefers-color-scheme: dark)" srcset="https://api.star-history.com/chart?repos=felipegcoutinho/openmonetis&type=date&theme=dark&legend=top-left" />
+   <source media="(prefers-color-scheme: light)" srcset="https://api.star-history.com/chart?repos=felipegcoutinho/openmonetis&type=date&legend=top-left" />
+   <img alt="Star History Chart" src="https://api.star-history.com/chart?repos=felipegcoutinho/openmonetis&type=date&legend=top-left" />
+ </picture>
+</a>
+
+---
+
 ## 📄 Licença
 
 **Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International** (CC BY-NC-SA 4.0).

biome.json

@@ -1,5 +1,5 @@
 {
-	"$schema": "https://biomejs.dev/schemas/2.4.14/schema.json",
+	"$schema": "https://biomejs.dev/schemas/2.4.15/schema.json",
 	"vcs": {
 		"enabled": true,
 		"clientKind": "git",

package.json

@@ -1,8 +1,8 @@
 {
 	"name": "openmonetis",
-	"version": "2.5.6",
+	"version": "2.6.4",
 	"private": true,
-	"packageManager": "pnpm@10.33.0",
+	"packageManager": "pnpm@11.1.3",
 	"scripts": {
 		"dev": "next dev --turbopack",
 		"db:seed": "tsx scripts/mock-data.ts",
@@ -31,12 +31,12 @@
 		"mockup": "tsx scripts/mock-data.ts"
 	},
 	"dependencies": {
-		"@ai-sdk/anthropic": "^3.0.76",
+		"@ai-sdk/anthropic": "^3.0.78",
-		"@ai-sdk/google": "^3.0.71",
+		"@ai-sdk/google": "^3.0.75",
-		"@ai-sdk/openai": "^3.0.63",
+		"@ai-sdk/openai": "^3.0.64",
-		"@aws-sdk/client-s3": "^3.1045.0",
+		"@aws-sdk/client-s3": "^3.1050.0",
-		"@aws-sdk/s3-request-presigner": "^3.1045.0",
+		"@aws-sdk/s3-request-presigner": "^3.1050.0",
-		"@better-auth/passkey": "^1.6.10",
+		"@better-auth/passkey": "^1.6.11",
 		"@dnd-kit/core": "^6.3.1",
 		"@dnd-kit/sortable": "^10.0.0",
 		"@dnd-kit/utilities": "^3.2.2",
@@ -63,26 +63,26 @@
 		"@radix-ui/react-toggle-group": "1.1.11",
 		"@radix-ui/react-tooltip": "1.2.8",
 		"@remixicon/react": "4.9.0",
-		"@tanstack/react-query": "^5.100.9",
+		"@tanstack/react-query": "^5.100.11",
 		"@tanstack/react-table": "8.21.3",
 		"@tanstack/react-virtual": "^3.13.24",
-		"ai": "^6.0.177",
+		"ai": "^6.0.185",
-		"better-auth": "1.6.10",
+		"better-auth": "1.6.11",
 		"canvas-confetti": "^1.9.4",
 		"class-variance-authority": "0.7.1",
 		"clsx": "2.1.1",
 		"cmdk": "^1.1.1",
-		"date-fns": "^4.1.0",
+		"date-fns": "^4.2.1",
 		"drizzle-orm": "0.45.2",
 		"exceljs": "^4.4.0",
 		"jspdf": "^4.2.1",
-		"jspdf-autotable": "^5.0.7",
+		"jspdf-autotable": "^5.0.8",
 		"next": "16.2.6",
 		"next-themes": "0.4.6",
 		"pdfjs-dist": "^5.7.284",
-		"pg": "8.20.0",
+		"pg": "8.21.0",
 		"react": "19.2.6",
-		"react-day-picker": "^10.0.0",
+		"react-day-picker": "^10.0.1",
 		"react-dom": "19.2.6",
 		"recharts": "3.8.1",
 		"resend": "^6.12.3",
@@ -92,24 +92,20 @@
 		"vaul": "1.1.2",
 		"zod": "4.4.3"
 	},
-	"pnpm": {
-		"overrides": {
-			"defu": "6.1.7"
-		}
-	},
 	"devDependencies": {
 		"@biomejs/biome": "2.4.15",
 		"@tailwindcss/postcss": "4.3.0",
 		"@types/canvas-confetti": "^1.9.0",
-		"@types/node": "25.6.2",
+		"@types/node": "25.9.1",
 		"@types/pg": "^8.20.0",
-		"@types/react": "19.2.14",
+		"@types/react": "19.2.15",
 		"@types/react-dom": "19.2.3",
+		"babel-plugin-react-compiler": "^1.0.0",
 		"dotenv": "^17.4.2",
 		"drizzle-kit": "0.31.10",
-		"knip": "^6.12.2",
+		"knip": "^6.14.1",
 		"tailwindcss": "4.3.0",
-		"tsx": "4.21.0",
+		"tsx": "4.22.3",
 		"typescript": "6.0.3"
 	}
 }

pnpm-workspace.yaml

@@ -1,5 +1,17 @@
-onlyBuiltDependencies:
+packages:
-  - core-js
+  - '.'
-  - esbuild
+
-  - sharp
+allowBuilds:
-  - unrs-resolver
+  core-js: true
+  esbuild: true
+  sharp: true
+  unrs-resolver: true
+
+minimumReleaseAgeExclude:
+  - '@aws-sdk/client-s3@3.1050.0'
+  - '@aws-sdk/s3-request-presigner@3.1050.0'
+  - '@types/node@25.9.1'
+  - '@types/react@19.2.15'
+
+overrides:
+  defu: 6.1.7

src/app/(auth)/login/page.tsx

@@ -1,5 +1,6 @@
 import { LoginForm } from "@/features/auth/components/login-form";
+import { isSignupDisabled } from "@/shared/lib/auth/signup";
 
 export default function LoginPage() {
-	return <LoginForm />;
+	return <LoginForm signupDisabled={isSignupDisabled()} />;
 }

src/app/(auth)/signup/page.tsx

@@ -1,5 +1,11 @@
+import { redirect } from "next/navigation";
 import { SignupForm } from "@/features/auth/components/signup-form";
+import { isSignupDisabled } from "@/shared/lib/auth/signup";
 
 export default function SignupPage() {
+	if (isSignupDisabled()) {
+		redirect("/login");
+	}
+
 	return <SignupForm />;
 }

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

@@ -43,6 +43,15 @@ type PageProps = {
 const capitalize = (value: string) =>
 	value.length > 0 ? value[0]?.toUpperCase().concat(value.slice(1)) : value;
 
+const resolveDefaultPaymentMethod = (
+	accountType: string | null | undefined,
+) => {
+	if (accountType === "Dinheiro") return "Dinheiro";
+	if (accountType === "Pré-Pago | VR/VA") return "Pré-Pago | VR/VA";
+
+	return "Pix";
+};
+
 export default async function Page({ params, searchParams }: PageProps) {
 	await connection();
 	const { accountId } = await params;
@@ -197,7 +206,11 @@ export default async function Page({ params, searchParams }: PageProps) {
 						accountId: account.id,
 						settledOnly: true,
 					}}
-					allowCreate={false}
+					allowCreate
+					defaultAccountId={account.id}
+					defaultPaymentMethod={resolveDefaultPaymentMethod(
+						account.accountType,
+					)}
 					noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 					columnOrder={userPreferences?.transactionsColumnOrder ?? null}
 					attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}

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

@@ -134,6 +134,8 @@ export default async function Page({ params, searchParams }: PageProps) {
 		accountName,
 		limitInUse: 0,
 		limitAvailable: limitAmount,
+		currentInvoiceAmount: 0,
+		currentInvoiceLabel: "",
 	};
 
 	const { totalAmount, invoiceStatus, paymentDate } = invoiceData;

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

@@ -87,6 +87,8 @@ const EMPTY_FILTERS: TransactionSearchFilters = {
 	dividedFilter: null,
 	amountMinFilter: null,
 	amountMaxFilter: null,
+	dateStartFilter: null,
+	dateEndFilter: null,
 };
 
 const createEmptySlugMaps = (): SlugMaps => ({

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

@@ -1,16 +1,24 @@
 import { connection } from "next/server";
 import { InstallmentAnalysisPage } from "@/features/dashboard/components/installment-analysis/installment-analysis-page";
 import { fetchInstallmentAnalysis } from "@/features/dashboard/expenses/installment-analysis-queries";
+import { LogoPrefetchProvider } from "@/shared/components/entity-avatar";
 import { getUser } from "@/shared/lib/auth/server";
+import { prefetchLogoMappings } from "@/shared/lib/logo/prefetch-server";
 
 export default async function Page() {
 	await connection();
 	const user = await getUser();
 	const data = await fetchInstallmentAnalysis(user.id);
+	const logoMappings = await prefetchLogoMappings(
+		user.id,
+		data.installmentGroups.map((group) => group.name),
+	);
 
 	return (
 		<main className="flex flex-col gap-4 pb-8">
-			<InstallmentAnalysisPage data={data} />
+			<LogoPrefetchProvider mappings={logoMappings}>
+				<InstallmentAnalysisPage data={data} />
+			</LogoPrefetchProvider>
 		</main>
 	);
 }

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

@@ -30,6 +30,7 @@ import { Badge } from "@/shared/components/ui/badge";
 import { Button } from "@/shared/components/ui/button";
 import { Card, CardContent } from "@/shared/components/ui/card";
 import { getOptionalUserSession } from "@/shared/lib/auth/server";
+import { isSignupDisabled } from "@/shared/lib/auth/signup";
 
 export default async function Page() {
 	const [session, headersList, githubStats] = await Promise.all([
@@ -43,6 +44,7 @@ export default async function Page() {
 		"",
 	).replace(/:\d+$/, "");
 	const isPublicDomain = !!(publicDomain && hostname === publicDomain);
+	const signupDisabled = isSignupDisabled();
 	const metricsItems = getMetricsItems(githubStats.stars, githubStats.forks);
 
 	return (
@@ -86,20 +88,23 @@ export default async function Page() {
 										Entrar
 									</Button>
 								</Link>
-								<Link href="/signup">
+								{!signupDisabled && (
-									<Button
+									<Link href="/signup">
-										variant="ghost"
+										<Button
-										size="sm"
+											variant="ghost"
-										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"
+											size="sm"
-									>
+											className="h-9 text-primary-foreground/75 hover:bg-primary-foreground/10 hover:text-primary-foreground shadow-none dark:text-white/75 dark:hover:bg-white/10 dark:hover:text-white"
-										Começar
+										>
-									</Button>
+											Começar
-								</Link>
+										</Button>
+									</Link>
+								)}
 							</div>
 						))}
 					<MobileNav
 						isPublicDomain={isPublicDomain}
 						isLoggedIn={!!session?.user}
+						signupDisabled={signupDisabled}
 					/>
 				</nav>
 			</NavbarShell>

src/app/globals.css

@@ -41,9 +41,9 @@
   --input: var(--border);
   --ring: var(--primary);
 
-  --chart-1: var(--color-emerald-500);
+  --chart-1: var(--color-orange-600);
-  --chart-2: var(--color-red-500);
+  --chart-2: var(--color-orange-400);
-  --chart-3: var(--color-amber-500);
+  --chart-3: var(--color-orange-200);
   --chart-4: var(--color-blue-500);
   --chart-5: var(--color-pink-500);
   --chart-6: var(--color-stone-500);
@@ -117,13 +117,13 @@
   --destructive: oklch(62% 0.2 28);
   --destructive-foreground: oklch(98% 0.005 30);
 
-  --border: oklch(24.957% 0.00355 48.274);
+  --border: oklch(31.987% 0.00462 39.069);
   --input: var(--border);
   --ring: var(--primary);
 
-  --chart-1: var(--color-emerald-500);
+  --chart-1: var(--color-orange-600);
-  --chart-2: var(--color-orange-500);
+  --chart-2: var(--color-orange-400);
-  --chart-3: var(--color-indigo-500);
+  --chart-3: var(--color-orange-200);
   --chart-4: var(--color-amber-500);
   --chart-5: var(--color-pink-500);
   --chart-6: var(--color-stone-500);

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

@@ -23,7 +23,7 @@ import {
 } from "@/shared/components/ui/dialog";
 import { useControlledState } from "@/shared/hooks/use-controlled-state";
 import { useFormState } from "@/shared/hooks/use-form-state";
-import { deriveNameFromLogo, normalizeLogo } from "@/shared/lib/logo";
+import { getLogoDisplayName, normalizeLogo } from "@/shared/lib/logo";
 import {
 	formatInitialBalanceInput,
 	normalizeDecimalInput,
@@ -66,7 +66,7 @@ const buildInitialValues = ({
 }): AccountFormValues => {
 	const fallbackLogo = logoOptions[0] ?? "";
 	const selectedLogo = normalizeLogo(account?.logo) || fallbackLogo;
-	const derivedName = deriveNameFromLogo(selectedLogo);
+	const derivedName = getLogoDisplayName(selectedLogo);
 
 	return {
 		name: account?.name ?? derivedName,

src/features/auth/components/login-form.tsx

@@ -21,10 +21,18 @@ import { GoogleAuthButton } from "./google-auth-button";
 
 type DivProps = React.ComponentProps<"div">;
 
+interface LoginFormProps extends DivProps {
+	signupDisabled?: boolean;
+}
+
 const authLinkClassName =
 	"font-medium text-foreground/88 underline decoration-border underline-offset-4 transition-colors hover:text-foreground hover:decoration-foreground/30 focus-visible:rounded-sm focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring/40";
 
-export function LoginForm({ className, ...props }: DivProps) {
+export function LoginForm({
+	className,
+	signupDisabled = false,
+	...props
+}: LoginFormProps) {
 	const router = useRouter();
 	const isGoogleAvailable = googleSignInAvailable;
 
@@ -233,12 +241,14 @@ export function LoginForm({ className, ...props }: DivProps) {
 							</div>
 						</Field>
 
-						<FieldDescription className="pt-1 text-center">
+						{!signupDisabled && (
-							Não tem uma conta?{" "}
+							<FieldDescription className="pt-1 text-center">
-							<a href="/signup" className={authLinkClassName}>
+								Não tem uma conta?{" "}
-								Inscreva-se
+								<a href="/signup" className={authLinkClassName}>
-							</a>
+									Inscreva-se
-						</FieldDescription>
+								</a>
+							</FieldDescription>
+						)}
 
 						<FieldDescription className="text-center text-sm text-muted-foreground">
 							<a href="/" className={authLinkClassName}>

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

@@ -24,7 +24,7 @@ import {
 	DEFAULT_CARD_BRANDS,
 	DEFAULT_CARD_STATUS,
 } from "@/shared/lib/cards/constants";
-import { deriveNameFromLogo, normalizeLogo } from "@/shared/lib/logo";
+import { getLogoDisplayName, normalizeLogo } from "@/shared/lib/logo";
 import {
 	formatLimitInput,
 	normalizeDecimalInput,
@@ -59,7 +59,7 @@ const buildInitialValues = ({
 }): CardFormValues => {
 	const fallbackLogo = logoOptions[0] ?? "";
 	const selectedLogo = normalizeLogo(card?.logo) || fallbackLogo;
-	const derivedName = deriveNameFromLogo(selectedLogo);
+	const derivedName = getLogoDisplayName(selectedLogo);
 
 	return {
 		name: card?.name ?? derivedName,

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

@@ -1,6 +1,8 @@
 "use client";
 
 import {
+	RiCalendarCloseLine,
+	RiCalendarScheduleLine,
 	RiChat3Line,
 	RiDeleteBin5Line,
 	RiFileList2Line,
@@ -33,6 +35,8 @@ interface CardItemProps {
 	limit: number;
 	limitInUse?: number;
 	limitAvailable?: number;
+	currentInvoiceAmount: number;
+	currentInvoiceLabel: string;
 	accountName: string;
 	logo?: string | null;
 	note?: string | null;
@@ -52,6 +56,8 @@ export function CardItem({
 	limit,
 	limitInUse,
 	limitAvailable,
+	currentInvoiceAmount,
+	currentInvoiceLabel,
 	accountName: _accountName,
 	logo,
 	note,
@@ -77,7 +83,7 @@ export function CardItem({
 
 	return (
 		<Card className="flex flex-col p-6 w-full">
-			<CardHeader className="space-y-2 p-0">
+			<CardHeader className="space-y-1 p-0">
 				<div className="flex items-start justify-between gap-2">
 					<div className="flex flex-1 items-center gap-2">
 						{logoPath ? (
@@ -146,15 +152,17 @@ export function CardItem({
 					)}
 				</div>
 
-				<div className="flex items-center justify-between border-y py-3 text-sm text-muted-foreground">
+				<div className="flex items-center justify-between text-sm text-muted-foreground rounded-lg py-4 px-2 bg-primary/5">
-					<span>
+					<span className="inline-flex items-center gap-1">
-						Fecha em{" "}
+						<RiCalendarCloseLine className="size-4" aria-hidden />
+						Fecha{" "}
 						<span className="font-semibold text-foreground">
 							dia {formatDay(closingDay)}
 						</span>
 					</span>
-					<span>
+					<span className="inline-flex items-center gap-1">
-						Vence em{" "}
+						<RiCalendarScheduleLine className="size-4" aria-hidden />
+						Vence{" "}
 						<span className="font-semibold text-foreground">
 							dia {formatDay(dueDay)}
 						</span>
@@ -165,29 +173,40 @@ export function CardItem({
 			<CardContent className="flex flex-1 flex-col gap-4 px-0">
 				<div className="flex flex-col gap-0.5">
 					<span className="text-xs text-muted-foreground">
-						Limite disponível
+						{currentInvoiceLabel}
 					</span>
 					<MoneyValues
-						amount={available}
+						amount={currentInvoiceAmount}
-						className="text-xl font-semibold text-success"
+						className="text-xl font-semibold text-info"
 					/>
 				</div>
 
-				<div className="grid grid-cols-2 gap-2">
+				<div className="flex gap-2 justify-between w-full">
-					<div className="flex flex-col gap-0.5">
+					<div className="flex min-w-0 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">
+
+					<div className="flex min-w-0 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"
+							className="text-sm font-semibold text-primary"
+						/>
+					</div>
+
+					<div className="flex min-w-0 flex-col gap-0.5">
+						<span className="text-xs text-muted-foreground">
+							Limite disponível
+						</span>
+						<MoneyValues
+							amount={available}
+							className="text-sm font-semibold text-success"
 						/>
 					</div>
 				</div>
@@ -200,7 +219,7 @@ export function CardItem({
 						aria-label={`${usagePercent.toFixed(0)}% do limite utilizado`}
 					/>
 					<span className="text-xs text-muted-foreground">
-						{usagePercent.toFixed(1)}% utilizado
+						{usagePercent.toFixed(0)}% utilizado
 					</span>
 				</div>
 			</CardContent>
@@ -220,7 +239,7 @@ export function CardItem({
 					className="flex items-center gap-1 font-medium text-primary transition-opacity hover:opacity-80"
 				>
 					<RiFileList2Line className="size-4" aria-hidden />
-					ver fatura
+					fatura
 				</button>
 				<button
 					type="button"

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

@@ -130,7 +130,7 @@ export function CardsPage({
 		}
 
 		return (
-			<div className="grid gap-4 grid-cols-1 sm:grid-cols-2 xl:grid-cols-3">
+			<div className="grid gap-4 grid-cols-1 sm:grid-cols-1 xl:grid-cols-3">
 				{list.map((card) => (
 					<CardItem
 						key={card.id}
@@ -142,6 +142,8 @@ export function CardsPage({
 						limit={card.limit}
 						limitInUse={card.limitInUse ?? null}
 						limitAvailable={card.limitAvailable ?? card.limit ?? null}
+						currentInvoiceAmount={card.currentInvoiceAmount}
+						currentInvoiceLabel={card.currentInvoiceLabel}
 						accountName={card.accountName}
 						logo={card.logo}
 						note={card.note}

src/features/cards/components/types.ts

@@ -12,6 +12,8 @@ export type Card = {
 	accountName: string;
 	limitInUse: number;
 	limitAvailable: number;
+	currentInvoiceAmount: number;
+	currentInvoiceLabel: string;
 };
 
 export type CardFormValues = {

src/features/cards/queries.ts

@@ -1,7 +1,23 @@
-import { and, eq, ilike, isNull, ne, not, or, sql } from "drizzle-orm";
+import {
-import { cards, financialAccounts, transactions } from "@/db/schema";
+	and,
+	eq,
+	ilike,
+	isNotNull,
+	isNull,
+	ne,
+	not,
+	or,
+	sql,
+} from "drizzle-orm";
+import { cards, financialAccounts, invoices, transactions } from "@/db/schema";
 import { db } from "@/shared/lib/db";
+import { INVOICE_PAYMENT_STATUS } from "@/shared/lib/invoices";
 import { loadLogoOptions } from "@/shared/lib/logo/options";
+import {
+	formatPeriodMonthShort,
+	getCurrentPeriod,
+	parsePeriod,
+} from "@/shared/utils/period";
 
 type CardData = {
 	id: string;
@@ -15,6 +31,8 @@ type CardData = {
 	limit: number;
 	limitInUse: number;
 	limitAvailable: number;
+	currentInvoiceAmount: number;
+	currentInvoiceLabel: string;
 	accountId: string;
 	accountName: string;
 };
@@ -25,6 +43,11 @@ type AccountSimple = {
 	logo: string | null;
 };
 
+function formatCurrentInvoiceLabel(period: string) {
+	const { year } = parsePeriod(period);
+	return `Fatura ${formatPeriodMonthShort(period)}. ${year}`;
+}
+
 async function fetchCardsByStatus(
 	userId: string,
 	archived: boolean,
@@ -33,59 +56,94 @@ async function fetchCardsByStatus(
 	accounts: AccountSimple[];
 	logoOptions: string[];
 }> {
-	const [cardRows, accountRows, logoOptions, usageRows] = await Promise.all([
+	const currentPeriod = getCurrentPeriod();
-		db.query.cards.findMany({
+	const currentInvoiceLabel = formatCurrentInvoiceLabel(currentPeriod);
-			orderBy: (table, { desc }) => [desc(table.name)],
+	const [cardRows, accountRows, logoOptions, usageRows, invoiceRows] =
-			where: and(
+		await Promise.all([
-				eq(cards.userId, userId),
+			db.query.cards.findMany({
-				archived
+				orderBy: (table, { desc }) => [desc(table.name)],
-					? ilike(cards.status, "inativo")
+				where: and(
-					: not(ilike(cards.status, "inativo")),
+					eq(cards.userId, userId),
-			),
+					archived
-			with: {
+						? ilike(cards.status, "inativo")
-				financialAccount: {
+						: not(ilike(cards.status, "inativo")),
-					columns: {
+				),
-						id: true,
+				with: {
-						name: true,
+					financialAccount: {
+						columns: {
+							id: true,
+							name: true,
+						},
 					},
 				},
-			},
+			}),
-		}),
+			db.query.financialAccounts.findMany({
-		db.query.financialAccounts.findMany({
+				orderBy: (table, { desc }) => [desc(table.name)],
-			orderBy: (table, { desc }) => [desc(table.name)],
+				where: eq(financialAccounts.userId, userId),
-			where: eq(financialAccounts.userId, userId),
+				columns: {
-			columns: {
+					id: true,
-				id: true,
+					name: true,
-				name: true,
+					logo: true,
-				logo: true,
+				},
-			},
+			}),
-		}),
+			loadLogoOptions(),
-		loadLogoOptions(),
+			db
-		db
+				.select({
-			.select({
+					cardId: transactions.cardId,
-				cardId: transactions.cardId,
+					total: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
-				total: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
+				})
-			})
+				.from(transactions)
-			.from(transactions)
+				.leftJoin(
-			.where(
+					invoices,
-				and(
+					and(
-					eq(transactions.userId, userId),
+						eq(invoices.userId, transactions.userId),
-					or(isNull(transactions.isSettled), eq(transactions.isSettled, false)),
+						eq(invoices.cardId, transactions.cardId),
-					// Recorrente no cartão: só consome limite quando a data da ocorrência já passou
+						eq(invoices.period, transactions.period),
-					or(
-						ne(transactions.condition, "Recorrente"),
-						sql`${transactions.purchaseDate} <= current_date`,
 					),
-				),
+				)
-			)
+				.where(
-			.groupBy(transactions.cardId),
+					and(
-	]);
+						eq(transactions.userId, userId),
+						isNotNull(transactions.cardId),
+						or(
+							isNull(invoices.paymentStatus),
+							ne(invoices.paymentStatus, INVOICE_PAYMENT_STATUS.PAID),
+						),
+						// Recorrente no cartão: só consome limite quando a data da ocorrência já passou
+						or(
+							ne(transactions.condition, "Recorrente"),
+							sql`${transactions.purchaseDate} <= current_date`,
+						),
+					),
+				)
+				.groupBy(transactions.cardId),
+			db
+				.select({
+					cardId: transactions.cardId,
+					total: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
+				})
+				.from(transactions)
+				.where(
+					and(
+						eq(transactions.userId, userId),
+						eq(transactions.period, currentPeriod),
+					),
+				)
+				.groupBy(transactions.cardId),
+		]);
 
 	const usageMap = new Map<string, number>();
 	usageRows.forEach((row: { cardId: string | null; total: number | null }) => {
 		if (!row.cardId) return;
 		usageMap.set(row.cardId, Number(row.total ?? 0));
 	});
+	const invoiceMap = new Map<string, number>();
+	invoiceRows.forEach(
+		(row: { cardId: string | null; total: number | null }) => {
+			if (!row.cardId) return;
+			invoiceMap.set(row.cardId, Math.abs(Number(row.total ?? 0)));
+		},
+	);
 
 	const cardList = cardRows.map((card) => ({
 		id: card.id,
@@ -99,13 +157,15 @@ async function fetchCardsByStatus(
 		limit: Number(card.limit),
 		limitInUse: (() => {
 			const total = usageMap.get(card.id) ?? 0;
-			return total < 0 ? Math.abs(total) : 0;
+			return Math.abs(total);
 		})(),
 		limitAvailable: (() => {
 			const total = usageMap.get(card.id) ?? 0;
-			const inUse = total < 0 ? Math.abs(total) : 0;
+			const inUse = Math.abs(total);
 			return Math.max(Number(card.limit) - inUse, 0);
 		})(),
+		currentInvoiceAmount: invoiceMap.get(card.id) ?? 0,
+		currentInvoiceLabel,
 		accountId: card.accountId,
 		accountName:
 			(card.financialAccount as { name?: string } | null)?.name ??

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-xs rounded-lg border border-dashed border-primary flex items-center justify-center">
+										<div className="absolute inset-0 z-10 bg-background/60 backdrop-blur-[1.5px] 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

@@ -8,6 +8,7 @@ import { MetricsCardInfoButton } from "@/features/dashboard/components/metrics-c
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
 import type { DashboardCardMetrics } from "@/features/dashboard/overview/dashboard-metrics-queries";
 import MoneyValues from "@/shared/components/money-values";
+import { Badge } from "@/shared/components/ui/badge";
 import {
 	Card,
 	CardContent,
@@ -102,21 +103,22 @@ const getTrend = (current: number, previous: number): Trend => {
 	return "flat";
 };
 
-const getPercentChange = (current: number, previous: number): string => {
+const getPercentChange = (current: number, previous: number): string | null => {
 	const EPSILON = 0.01;
 
 	if (Math.abs(previous) < EPSILON) {
 		if (Math.abs(current) < EPSILON) return "0%";
-		return "—";
+		return null;
 	}
 
 	const change = ((current - previous) / Math.abs(previous)) * 100;
-	if (!Number.isFinite(change)) return "—";
+	if (!Number.isFinite(change)) return null;
+	if (Math.abs(change) < TREND_THRESHOLD) return "0%";
 	if (change > 999) return "+999%";
 	if (change < -999) return "-999%";
 	return formatPercentage(change, {
-		maximumFractionDigits: 2,
+		maximumFractionDigits: 0,
-		minimumFractionDigits: 2,
+		minimumFractionDigits: 0,
 		signDisplay: "always",
 	});
 };
@@ -160,28 +162,45 @@ export function DashboardMetricsCards({ metrics }: DashboardMetricsCardsProps) {
 								<Separator className="mt-1" />
 							</CardHeader>
 
-							<CardContent className="flex flex-col gap-3">
+							<CardContent className="flex flex-col">
-								<div className="flex flex-wrap items-center justify-between gap-2 mt-1">
+								<div className="flex items-start justify-between mt-1">
-									<MoneyValues
+									<div className="flex flex-col gap-2 min-w-0">
-										className="text-2xl leading-none font-medium"
+										<div className="flex flex-wrap items-center">
-										amount={metric.current}
+											<MoneyValues
-									/>
+												className="text-2xl leading-none"
-									<PercentageChangeIndicator
+												amount={metric.current}
-										trend={trend}
+											/>
-										label={percentChange}
+										</div>
-										positiveTrend={invertTrend ? "down" : "up"}
-										showFlatIcon
-										className="gap-1"
-										iconClassName="size-3.5"
-									/>
-								</div>
 
-								<div className="text-xs text-muted-foreground">
+										<div className="text-xs text-muted-foreground gap-1 flex items-center">
-									<MoneyValues
+											<span className="text-muted-foreground/50">vs</span>
-										className="inline text-xs font-medium text-muted-foreground"
+											<MoneyValues
-										amount={metric.previous}
+												className="inline text-xs"
-									/>
+												amount={metric.previous}
-									<span className="ml-1">no mês anterior</span>
+											/>
+											<Badge
+												variant="secondary"
+												aria-hidden={!percentChange}
+												className={cn(
+													"w-14 justify-center px-0 text-xs",
+													!percentChange && "invisible",
+												)}
+											>
+												{percentChange ? (
+													<PercentageChangeIndicator
+														trend={trend}
+														label={percentChange}
+														positiveTrend={invertTrend ? "down" : "up"}
+														showFlatIcon={false}
+														className="shrink-0 justify-center text-center text-xs tabular-nums"
+														iconClassName="hidden"
+													/>
+												) : (
+													<span className="tabular-nums">0%</span>
+												)}
+											</Badge>
+										</div>
+									</div>
 								</div>
 							</CardContent>
 						</Card>

src/features/dashboard/components/installment-analysis/installment-analysis-page.tsx

@@ -130,7 +130,7 @@ export function InstallmentAnalysisPage({
 	return (
 		<div className="flex flex-col gap-4">
 			{/* Card de resumo principal */}
-			<Card className="border-none bg-primary/10 dark:bg-primary/10">
+			<Card className="border-none bg-primary/10 shadow-none">
 				<CardContent className="flex flex-col items-start justify-center gap-2 py-2">
 					<p className="text-sm text-muted-foreground">
 						Se você pagar tudo que está selecionado:

src/features/dashboard/components/installment-analysis/installment-group-card.tsx

@@ -3,13 +3,14 @@
 import {
 	RiBankCard2Line,
 	RiCheckboxCircleFill,
-	RiEyeLine,
+	RiFileList2Line,
 	RiTimeLine,
 } from "@remixicon/react";
 import { format } from "date-fns";
 import { ptBR } from "date-fns/locale";
 import Image from "next/image";
 import { useState } from "react";
+import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
 import { Badge } from "@/shared/components/ui/badge";
 import { Button } from "@/shared/components/ui/button";
@@ -29,6 +30,7 @@ import {
 	DialogTitle,
 } from "@/shared/components/ui/dialog";
 import { Progress } from "@/shared/components/ui/progress";
+import { resolveLogoSrc } from "@/shared/lib/logo";
 import { cn } from "@/shared/utils";
 import type { InstallmentGroup } from "./types";
 
@@ -62,8 +64,8 @@ export function InstallmentGroupCard({
 	const hasSelection = selectedInstallments.size > 0;
 
 	const progress =
-		group.totalInstallments > 0
+		group.trackedInstallments > 0
-			? (group.paidInstallments / group.totalInstallments) * 100
+			? (group.paidInstallments / group.trackedInstallments) * 100
 			: 0;
 
 	const selectedAmount = group.pendingInstallments
@@ -79,6 +81,12 @@ export function InstallmentGroupCard({
 		(sum, i) => sum + i.amount,
 		0,
 	);
+	const cardLogoSrc = resolveLogoSrc(group.cartaoLogo);
+	const cardName = group.cartaoName ?? "Compra parcelada";
+	const untrackedLabel =
+		group.untrackedInstallments === 1
+			? "1 parcela anterior fora do acompanhamento"
+			: `${group.untrackedInstallments} parcelas anteriores fora do acompanhamento`;
 
 	return (
 		<>
@@ -111,25 +119,24 @@ export function InstallmentGroupCard({
 						{/* Info principal */}
 						<div className="flex-1 min-w-0">
 							<div className="flex items-center gap-3 flex-wrap">
-								{group.cartaoLogo ? (
+								<EstablishmentLogo name={group.name} size={40} />
-									<Image
-										src={`/logos/${group.cartaoLogo}`}
-										alt={group.cartaoName ?? "Cartão"}
-										width={40}
-										height={40}
-										className="size-10 rounded-full object-cover"
-									/>
-								) : (
-									<div className="size-10 flex items-center justify-center">
-										<RiBankCard2Line className="size-5 text-muted-foreground" />
-									</div>
-								)}
 								<div className="flex-1 min-w-0">
 									<CardTitle className="text-base truncate">
 										{group.name}
 									</CardTitle>
-									<CardDescription className="text-xs">
+									<CardDescription className="flex min-w-0 items-center gap-1 text-xs">
-										{group.cartaoName ?? "Compra parcelada"}
+										{cardLogoSrc ? (
+											<Image
+												src={cardLogoSrc}
+												alt={`Logo do cartão ${cardName}`}
+												width={18}
+												height={18}
+												className="size-4.5 shrink-0 rounded-full object-cover"
+											/>
+										) : (
+											<RiBankCard2Line className="size-3.5 shrink-0 text-muted-foreground/70" />
+										)}
+										<span className="truncate">{cardName}</span>
 									</CardDescription>
 								</div>
 							</div>
@@ -147,10 +154,10 @@ export function InstallmentGroupCard({
 
 				<CardContent>
 					{/* Grid de valores */}
-					<div className="grid grid-cols-2 gap-4 p-4 rounded-lg bg-muted/50 mb-4">
+					<div className="grid grid-cols-2 gap-4 p-4 rounded-lg bg-primary/5 mb-4">
 						<div className="space-y-1">
 							<p className="text-xs text-muted-foreground font-medium">
-								Valor total
+								Valor acompanhado
 							</p>
 							<MoneyValues
 								amount={totalAmount}
@@ -165,7 +172,7 @@ export function InstallmentGroupCard({
 								amount={pendingAmount}
 								className={cn(
 									"text-lg font-semibold",
-									pendingAmount > 0 ? "text-amber-600" : "text-success-600",
+									pendingAmount > 0 ? "text-primary" : "text-success",
 								)}
 							/>
 						</div>
@@ -177,48 +184,46 @@ export function InstallmentGroupCard({
 							<div className="flex items-center gap-1 text-muted-foreground">
 								<RiCheckboxCircleFill className="size-3.5 text-success" />
 								<span>
-									{group.paidInstallments} de {group.totalInstallments} parcelas
+									{group.paidInstallments} de {group.trackedInstallments}{" "}
-									pagas
+									parcelas acompanhadas pagas
 								</span>
 							</div>
 							{unpaidCount > 0 && (
 								<div className="flex items-center gap-1 text-muted-foreground">
-									<RiTimeLine className="size-3.5 text-amber-600" />
+									<RiTimeLine className="size-3.5" />
 									<span>
 										{unpaidCount} {unpaidCount === 1 ? "pendente" : "pendentes"}
 									</span>
 								</div>
 							)}
 						</div>
-						<Progress value={progress} className="h-2.5" />
+						<Progress
+							value={progress}
+							className="h-2.5 bg-muted"
+							indicatorClassName="bg-success"
+						/>
+						{group.untrackedInstallments > 0 && (
+							<p className="text-xs text-muted-foreground">{untrackedLabel}</p>
+						)}
 					</div>
 
-					{/* Valor selecionado */}
-					{hasSelection && (
-						<div className="flex items-center justify-between p-3 rounded-lg bg-primary/5 border border-primary/20 mb-4">
-							<span className="text-sm font-medium text-foreground">
-								{selectedInstallments.size}{" "}
-								{selectedInstallments.size === 1
-									? "parcela selecionada"
-									: "parcelas selecionadas"}
-							</span>
-							<MoneyValues
-								amount={selectedAmount}
-								className="text-base font-semibold text-primary"
-							/>
-						</div>
-					)}
-
 					{/* Botão para abrir detalhes */}
 					<Button
 						type="button"
-						variant="outline"
+						variant="secondary"
 						size="sm"
-						className="w-full gap-1.5"
+						className="relative w-full justify-center gap-1.5"
 						onClick={() => setIsDetailsOpen(true)}
 					>
-						<RiEyeLine className="size-4" />
+						<span className="inline-flex items-center gap-1.5">
-						Ver detalhes ({group.pendingInstallments.length} parcelas)
+							<RiFileList2Line className="size-4" />
+							detalhes
+						</span>
+						{hasSelection && (
+							<span className="absolute right-2 rounded-full bg-primary/10 px-2 py-0.5 text-xs font-medium text-primary">
+								{selectedInstallments.size} sel.
+							</span>
+						)}
 					</Button>
 				</CardContent>
 			</Card>
@@ -228,18 +233,26 @@ export function InstallmentGroupCard({
 				<DialogContent className="max-w-md max-h-[80vh] flex flex-col">
 					<DialogHeader>
 						<div className="flex items-center gap-3">
-							{group.cartaoLogo ? (
+							<EstablishmentLogo name={group.name} size={32} />
-								<img
+							<div className="min-w-0">
-									src={`/logos/${group.cartaoLogo}`}
+								<DialogTitle className="truncate text-base">
-									alt={group.cartaoName ?? "Cartão"}
+									{group.name}
-									className="size-8 rounded-full object-cover"
+								</DialogTitle>
-								/>
+								<div className="mt-0.5 flex min-w-0 items-center gap-1.5 text-xs text-muted-foreground">
-							) : (
+									{cardLogoSrc ? (
-								<div className="size-8 rounded-full bg-muted flex items-center justify-center">
+										<Image
-									<RiBankCard2Line className="size-4 text-muted-foreground" />
+											src={cardLogoSrc}
+											alt={`Logo do cartão ${cardName}`}
+											width={14}
+											height={14}
+											className="size-3.5 shrink-0 rounded-full object-cover opacity-75"
+										/>
+									) : (
+										<RiBankCard2Line className="size-3.5 shrink-0 text-muted-foreground/70" />
+									)}
+									<span className="truncate">{cardName}</span>
 								</div>
-							)}
+							</div>
-							<DialogTitle className="text-base">{group.name}</DialogTitle>
 						</div>
 						<DialogDescription className="sr-only">
 							Detalhes das parcelas do grupo {group.name}

src/features/dashboard/components/widgets/income-expense-balance-widget.tsx

@@ -19,15 +19,15 @@ type IncomeExpenseBalanceWidgetProps = {
 const chartConfig = {
 	receita: {
 		label: "Receita",
-		color: "var(--success)",
+		color: "var(--chart-1)",
 	},
 	despesa: {
 		label: "Despesa",
-		color: "var(--destructive)",
+		color: "var(--chart-2)",
 	},
 	balanco: {
 		label: "Balanço",
-		color: "var(--warning)",
+		color: "var(--chart-3)",
 	},
 } satisfies ChartConfig;
 

src/features/dashboard/expenses/installment-analysis-queries.ts

@@ -51,6 +51,9 @@ export type InstallmentGroup = {
 	cartaoDueDay: string | null;
 	cartaoLogo: string | null;
 	totalInstallments: number;
+	trackedStartInstallment: number;
+	trackedInstallments: number;
+	untrackedInstallments: number;
 	paidInstallments: number;
 	pendingInstallments: InstallmentDetail[];
 	totalPendingAmount: number;
@@ -92,7 +95,10 @@ export async function fetchInstallmentAnalysis(
 			cartaoLogo: cards.logo,
 		})
 		.from(transactions)
-		.leftJoin(cards, eq(transactions.cardId, cards.id))
+		.leftJoin(
+			cards,
+			and(eq(transactions.cardId, cards.id), eq(cards.userId, userId)),
+		)
 		.where(
 			and(
 				eq(transactions.userId, userId),
@@ -150,6 +156,12 @@ export async function fetchInstallmentAnalysis(
 				cartaoDueDay: row.cartaoDueDay,
 				cartaoLogo: row.cartaoLogo,
 				totalInstallments: row.installmentCount ?? 0,
+				trackedStartInstallment: installmentDetail.currentInstallment,
+				trackedInstallments: 1,
+				untrackedInstallments: Math.max(
+					0,
+					installmentDetail.currentInstallment - 1,
+				),
 				paidInstallments: 0,
 				pendingInstallments: [installmentDetail],
 				totalPendingAmount: amount,
@@ -165,7 +177,13 @@ export async function fetchInstallmentAnalysis(
 			const paidCount = group.pendingInstallments.filter(
 				(i) => i.isSettled,
 			).length;
+			const trackedStartInstallment = Math.min(
+				...group.pendingInstallments.map((i) => i.currentInstallment),
+			);
 			group.paidInstallments = paidCount;
+			group.trackedStartInstallment = trackedStartInstallment;
+			group.trackedInstallments = group.pendingInstallments.length;
+			group.untrackedInstallments = Math.max(0, trackedStartInstallment - 1);
 			return group;
 		})
 		// Filtrar apenas séries que têm pelo menos uma parcela em aberto (não paga)
@@ -174,6 +192,22 @@ export async function fetchInstallmentAnalysis(
 				(i) => !i.isSettled,
 			);
 			return hasUnpaidInstallments;
+		})
+		.sort((a, b) => {
+			const progressA =
+				a.trackedInstallments > 0
+					? a.paidInstallments / a.trackedInstallments
+					: 0;
+			const progressB =
+				b.trackedInstallments > 0
+					? b.paidInstallments / b.trackedInstallments
+					: 0;
+
+			if (progressA !== progressB) {
+				return progressB - progressA;
+			}
+
+			return a.firstPurchaseDate.getTime() - b.firstPurchaseDate.getTime();
 		});
 
 	// Calcular totais

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

@@ -274,15 +274,14 @@ const buildPaymentStatusData = (
 			continue;
 		}
 
-		const target =
+		const isExpense = row.transactionType === TRANSACTION_TYPE_EXPENSE;
-			row.transactionType === TRANSACTION_TYPE_INCOME
+		const target = isExpense ? result.expenses : result.income;
-				? result.income
+		const displayAmount = isExpense ? Math.abs(amount) : amount;
-				: result.expenses;
 
 		if (row.isSettled === true) {
-			target.confirmed += amount;
+			target.confirmed += displayAmount;
 		} else {
-			target.pending += amount;
+			target.pending += displayAmount;
 		}
 	}
 

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

@@ -213,8 +213,8 @@ export const InboxCard = memo(function InboxCard({
 						variant="ghost"
 						onClick={() => onViewDetails?.(item)}
 						className="text-muted-foreground hover:text-foreground"
-						aria-label="Ver detalhes"
+						aria-label="detalhes"
-						title="Ver detalhes"
+						title="detalhes"
 					>
 						<RiFileList2Line className="size-4" />
 					</Button>

src/features/landing/components/mobile-nav.tsx

@@ -23,9 +23,14 @@ const navLinks = [
 interface MobileNavProps {
 	isPublicDomain: boolean;
 	isLoggedIn: boolean;
+	signupDisabled: boolean;
 }
 
-export function MobileNav({ isPublicDomain, isLoggedIn }: MobileNavProps) {
+export function MobileNav({
+	isPublicDomain,
+	isLoggedIn,
+	signupDisabled,
+}: MobileNavProps) {
 	const [open, setOpen] = useState(false);
 
 	return (
@@ -75,12 +80,14 @@ export function MobileNav({ isPublicDomain, isLoggedIn }: MobileNavProps) {
 											Entrar
 										</Button>
 									</Link>
-									<Link href="/signup" onClick={() => setOpen(false)}>
+									{!signupDisabled && (
-										<Button className="w-full gap-2">
+										<Link href="/signup" onClick={() => setOpen(false)}>
-											Começar
+											<Button className="w-full gap-2">
-											<RiArrowRightSLine size={16} />
+												Começar
-										</Button>
+												<RiArrowRightSLine size={16} />
-									</Link>
+											</Button>
+										</Link>
+									)}
 								</>
 							)}
 						</div>

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

@@ -1,6 +1,10 @@
 "use client";
 
-import { RiAddCircleFill, RiDeleteBinLine } from "@remixicon/react";
+import {
+	RiAddCircleFill,
+	RiCheckLine,
+	RiDeleteBinLine,
+} from "@remixicon/react";
 import {
 	type ReactNode,
 	useEffect,
@@ -69,10 +73,13 @@ export function NoteDialog({
 	const [isPending, startTransition] = useTransition();
 	const [errorMessage, setErrorMessage] = useState<string | null>(null);
 	const [newTaskText, setNewTaskText] = useState("");
+	const [editingTaskId, setEditingTaskId] = useState<string | null>(null);
+	const [editingTaskText, setEditingTaskText] = useState("");
 
 	const titleRef = useRef<HTMLInputElement>(null);
 	const descRef = useRef<HTMLTextAreaElement>(null);
 	const newTaskRef = useRef<HTMLInputElement>(null);
+	const editingTaskRef = useRef<HTMLInputElement>(null);
 
 	const [dialogOpen, setDialogOpen] = useControlledState(
 		open,
@@ -90,6 +97,8 @@ export function NoteDialog({
 			resetForm(buildInitialValues(note));
 			setErrorMessage(null);
 			setNewTaskText("");
+			setEditingTaskId(null);
+			setEditingTaskText("");
 			requestAnimationFrame(() => titleRef.current?.focus());
 		}
 	}, [dialogOpen, note, resetForm]);
@@ -126,7 +135,12 @@ export function NoteDialog({
 		formState.description.trim() === (note?.description ?? "").trim() &&
 		JSON.stringify(formState.tasks) === JSON.stringify(note?.tasks);
 
-	const disableSubmit = isPending || onlySpaces || unchanged || invalidLen;
+	const disableSubmit =
+		isPending ||
+		onlySpaces ||
+		unchanged ||
+		invalidLen ||
+		Boolean(editingTaskId);
 
 	const handleOpenChange = (v: boolean) => {
 		setDialogOpen(v);
@@ -159,6 +173,10 @@ export function NoteDialog({
 			"tasks",
 			(formState.tasks || []).filter((t) => t.id !== taskId),
 		);
+		if (editingTaskId === taskId) {
+			setEditingTaskId(null);
+			setEditingTaskText("");
+		}
 	};
 
 	const handleToggleTask = (taskId: string) => {
@@ -170,6 +188,40 @@ export function NoteDialog({
 		);
 	};
 
+	const handleStartEditTask = (task: Task) => {
+		if (isPending) return;
+
+		setEditingTaskId(task.id);
+		setEditingTaskText(task.text);
+		requestAnimationFrame(() => {
+			editingTaskRef.current?.focus();
+			editingTaskRef.current?.select();
+		});
+	};
+
+	const handleSaveTask = (taskId: string) => {
+		const text = normalize(editingTaskText);
+		if (!text) {
+			toast.error("O texto da tarefa não pode estar vazio.");
+			editingTaskRef.current?.focus();
+			return;
+		}
+
+		updateField(
+			"tasks",
+			(formState.tasks || []).map((t) =>
+				t.id === taskId ? { ...t, text } : t,
+			),
+		);
+		setEditingTaskId(null);
+		setEditingTaskText("");
+	};
+
+	const handleCancelEditTask = () => {
+		setEditingTaskId(null);
+		setEditingTaskText("");
+	};
+
 	const handleSubmit = (e: React.FormEvent<HTMLFormElement>) => {
 		e.preventDefault();
 		setErrorMessage(null);
@@ -373,33 +425,78 @@ export function NoteDialog({
 											key={task.id}
 											className="flex items-center gap-3 rounded-md px-3 py-1.5 hover:bg-muted/50"
 										>
-											<Checkbox
+											{editingTaskId === task.id ? (
-												className="data-[state=checked]:bg-success! data-[state=checked]:border-success! data-[state=checked]:text-success-foreground!"
+												<Input
-												checked={task.completed}
+													ref={editingTaskRef}
-												onCheckedChange={() => handleToggleTask(task.id)}
+													value={editingTaskText}
-												disabled={isPending}
+													onChange={(e) => setEditingTaskText(e.target.value)}
-												aria-label={`Marcar "${task.text}" como ${
+													onKeyDown={(e) => {
-													task.completed ? "não concluída" : "concluída"
+														if (e.key === "Enter") {
-												}`}
+															e.preventDefault();
-											/>
+															e.stopPropagation();
-											<span
+															handleSaveTask(task.id);
-												className={cn(
+														}
-													"flex-1 text-sm wrap-break-word",
+														if (e.key === "Escape") {
-													task.completed
+															e.preventDefault();
-														? "text-muted-foreground line-through"
+															e.stopPropagation();
-														: "text-foreground",
+															handleCancelEditTask();
-												)}
+														}
-											>
+													}}
-												{task.text}
+													disabled={isPending}
-											</span>
+													className="h-8 min-w-0 flex-1"
+													aria-label={`Editar "${task.text}"`}
+												/>
+											) : (
+												<>
+													<Checkbox
+														className="data-[state=checked]:bg-success! data-[state=checked]:border-success! data-[state=checked]:text-success-foreground!"
+														checked={task.completed}
+														onCheckedChange={() => handleToggleTask(task.id)}
+														disabled={isPending}
+														aria-label={`Marcar "${task.text}" como ${
+															task.completed ? "não concluída" : "concluída"
+														}`}
+													/>
+													<button
+														type="button"
+														onClick={() => handleStartEditTask(task)}
+														disabled={isPending}
+														className={cn(
+															"min-w-0 flex-1 cursor-text text-left text-sm wrap-break-word transition-colors hover:text-primary disabled:cursor-not-allowed",
+															task.completed
+																? "text-muted-foreground line-through"
+																: "text-foreground",
+														)}
+													>
+														{task.text}
+													</button>
+												</>
+											)}
 											<button
 												type="button"
-												onClick={() => handleRemoveTask(task.id)}
+												onClick={() =>
+													editingTaskId === task.id
+														? handleSaveTask(task.id)
+														: handleRemoveTask(task.id)
+												}
 												disabled={isPending}
-												className="shrink-0 text-muted-foreground/50 hover:text-destructive transition-colors"
+												className={cn(
-												aria-label={`Remover "${task.text}"`}
+													"shrink-0 transition-colors",
+													editingTaskId === task.id
+														? "text-success hover:text-success/80"
+														: "text-muted-foreground/50 hover:text-destructive",
+												)}
+												aria-label={
+													editingTaskId === task.id
+														? `Salvar "${task.text}"`
+														: `Remover "${task.text}"`
+												}
 											>
-												<RiDeleteBinLine className="h-3.5 w-3.5" />
+												{editingTaskId === task.id ? (
+													<RiCheckLine className="h-4 w-4" />
+												) : (
+													<RiDeleteBinLine className="h-3.5 w-3.5" />
+												)}
 											</button>
 										</div>
 									))}

src/features/settings/components/delete-account-form.tsx

@@ -169,7 +169,7 @@ export function DeleteAccountForm() {
 				>
 					<DialogHeader>
 						<DialogTitle>
-							{isResetAction ? "Zerar sua conta?" : "Você tem certeza?"}
+							{isResetAction ? "ZERAR sua conta?" : "Você tem certeza?"}
 						</DialogTitle>
 						<DialogDescription>
 							{isResetAction

src/features/transactions/actions/anticipation.ts

@@ -26,6 +26,7 @@ import type {
 import { uuidSchema } from "@/shared/lib/schemas/common";
 import type { ActionResult } from "@/shared/lib/types/actions";
 import { formatDecimalForDbRequired } from "@/shared/utils/currency";
+import { comparePeriods } from "@/shared/utils/period";
 
 /**
  * Schema de validação para criar antecipação
@@ -63,14 +64,18 @@ const cancelAnticipationSchema = z.object({
  */
 export async function getEligibleInstallmentsAction(
 	seriesId: string,
+	anticipationPeriod: string,
 ): Promise<ActionResult<EligibleInstallment[]>> {
 	try {
 		const user = await getUser();
 
 		// Validar seriesId
 		const validatedSeriesId = uuidSchema("Série").parse(seriesId);
+		const validatedAnticipationPeriod =
+			createAnticipationSchema.shape.anticipationPeriod.parse(
+				anticipationPeriod,
+			);
 
-		// Buscar todas as parcelas da série que estão elegíveis
 		const rows = await db.query.transactions.findMany({
 			where: and(
 				eq(transactions.seriesId, validatedSeriesId),
@@ -96,19 +101,23 @@ export async function getEligibleInstallmentsAction(
 			},
 		});
 
-		const eligibleInstallments: EligibleInstallment[] = rows.map((row) => ({
+		const eligibleInstallments: EligibleInstallment[] = rows
-			id: row.id,
+			.filter(
-			name: row.name,
+				(row) => comparePeriods(row.period, validatedAnticipationPeriod) > 0,
-			amount: row.amount,
+			)
-			period: row.period,
+			.map((row) => ({
-			purchaseDate: row.purchaseDate,
+				id: row.id,
-			dueDate: row.dueDate,
+				name: row.name,
-			currentInstallment: row.currentInstallment,
+				amount: row.amount,
-			installmentCount: row.installmentCount,
+				period: row.period,
-			paymentMethod: row.paymentMethod,
+				purchaseDate: row.purchaseDate,
-			categoryId: row.categoryId,
+				dueDate: row.dueDate,
-			payerId: row.payerId,
+				currentInstallment: row.currentInstallment,
-		}));
+				installmentCount: row.installmentCount,
+				paymentMethod: row.paymentMethod,
+				categoryId: row.categoryId,
+				payerId: row.payerId,
+			}));
 
 		return {
 			success: true,
@@ -195,6 +204,18 @@ export async function createInstallmentAnticipationAction(
 			};
 		}
 
+		const selectedIncludesCurrentOrPastPeriod = installments.some(
+			(installment) =>
+				comparePeriods(installment.period, data.anticipationPeriod) <= 0,
+		);
+
+		if (selectedIncludesCurrentOrPastPeriod) {
+			return {
+				success: false,
+				error: "Selecione apenas parcelas de períodos futuros para antecipar.",
+			};
+		}
+
 		// 2. Calcular valor total
 		const totalAmountCents = installments.reduce(
 			(sum, inst) => sum + Number(inst.amount) * 100,

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

@@ -7,6 +7,7 @@ import {
 	TRANSACTION_CONDITIONS,
 	TRANSACTION_TYPES,
 } from "@/features/transactions/lib/constants";
+import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
 import { handleActionError } from "@/shared/lib/actions/helpers";
 import { getUser } from "@/shared/lib/auth/server";
 import { db } from "@/shared/lib/db";
@@ -30,6 +31,7 @@ import {
 	fetchOwnedPayerIds,
 	formatPaidInvoicePeriods,
 	getPaidInvoicePeriods,
+	isInitialBalanceTransaction,
 	type MassAddInput,
 	massAddSchema,
 	resolvePeriod,
@@ -47,6 +49,19 @@ const getPeriodOffset = (basePeriod: string, targetPeriod: string) => {
 	return (target.year - base.year) * 12 + (target.month - base.month);
 };
 
+type ProtectedTransactionCandidate = {
+	note: string | null;
+	transactionType: string | null;
+	condition: string | null;
+	paymentMethod: string | null;
+};
+
+const isProtectedTransaction = (
+	record: ProtectedTransactionCandidate,
+): boolean =>
+	Boolean(record.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) ||
+	isInitialBalanceTransaction(record);
+
 export async function deleteTransactionBulkAction(
 	input: DeleteBulkInput,
 ): Promise<ActionResult> {
@@ -61,6 +76,9 @@ export async function deleteTransactionBulkAction(
 				seriesId: true,
 				period: true,
 				condition: true,
+				transactionType: true,
+				paymentMethod: true,
+				note: true,
 			},
 			where: and(
 				eq(transactions.id, data.id),
@@ -79,6 +97,13 @@ export async function deleteTransactionBulkAction(
 			};
 		}
 
+		if (isProtectedTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos protegidos não podem ser removidos em massa.",
+			};
+		}
+
 		let scopeFilter: ReturnType<typeof and>;
 		let successMessage: string;
 
@@ -171,6 +196,7 @@ export async function updateTransactionBulkAction(
 				purchaseDate: true,
 				payerId: true,
 				cardId: true,
+				note: true,
 			},
 			where: and(
 				eq(transactions.id, data.id),
@@ -189,6 +215,13 @@ export async function updateTransactionBulkAction(
 			};
 		}
 
+		if (isProtectedTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos protegidos não podem ser atualizados em massa.",
+			};
+		}
+
 		const baseUpdatePayload: Record<string, unknown> = {
 			name: data.name,
 			categoryId: data.categoryId ?? null,
@@ -753,6 +786,13 @@ export async function deleteMultipleTransactionsAction(
 			return { success: false, error: "Nenhum lançamento encontrado." };
 		}
 
+		if (existing.some(isProtectedTransaction)) {
+			return {
+				success: false,
+				error: "Lançamentos protegidos não podem ser removidos em massa.",
+			};
+		}
+
 		const linkedAttachments = await db
 			.select({ id: attachments.id, fileKey: attachments.fileKey })
 			.from(transactionAttachments)

src/features/transactions/actions/core.ts

@@ -335,6 +335,12 @@ const baseFields = z.object({
 		.min(1, "Selecione uma quantidade válida.")
 		.max(60, "Selecione uma quantidade válida.")
 		.optional(),
+	startInstallment: z.coerce
+		.number()
+		.int()
+		.min(1, "Selecione uma parcela válida.")
+		.max(60, "Selecione uma parcela válida.")
+		.optional(),
 	recurrenceCount: z.coerce
 		.number()
 		.int()
@@ -415,6 +421,15 @@ const refineLancamento = (
 				path: ["installmentCount"],
 				message: "Selecione pelo menos duas parcelas.",
 			});
+		} else if (
+			data.startInstallment &&
+			data.startInstallment > data.installmentCount
+		) {
+			ctx.addIssue({
+				code: z.ZodIssueCode.custom,
+				path: ["startInstallment"],
+				message: "A parcela inicial não pode ser maior que o total.",
+			});
 		}
 	}
 
@@ -651,24 +666,27 @@ export const buildTransactionRecords = ({
 
 	if (data.condition === "Parcelado") {
 		const installmentTotal = data.installmentCount ?? 0;
+		const startInstallment = data.startInstallment ?? 1;
 		const amountsByShare = shares.map((share) =>
 			splitAmount(share.amountCents, installmentTotal),
 		);
 
 		for (
-			let installment = 0;
+			let index = 0;
-			installment < installmentTotal;
+			index <= installmentTotal - startInstallment;
-			installment += 1
+			index += 1
 		) {
-			const installmentPeriod = addMonthsToPeriod(period, installment);
+			const currentInstallment = startInstallment + index;
+			const installmentPeriod = addMonthsToPeriod(period, index);
 			const installmentDueDate = dueDate
-				? addMonthsToDate(dueDate, installment)
+				? addMonthsToDate(dueDate, index)
 				: null;
 			const splitGroupId = cycleSplitGroupId();
 
 			shares.forEach((share, shareIndex) => {
-				const amountCents = amountsByShare[shareIndex]?.[installment] ?? 0;
+				const amountCents =
-				const settled = resolveSettledValue(installment);
+					amountsByShare[shareIndex]?.[currentInstallment - 1] ?? 0;
+				const settled = resolveSettledValue(index);
 				records.push({
 					...basePayload,
 					amount: centsToDecimalString(amountCents * amountSign),
@@ -677,7 +695,7 @@ export const buildTransactionRecords = ({
 					period: installmentPeriod,
 					isSettled: settled,
 					installmentCount: installmentTotal,
-					currentInstallment: installment + 1,
+					currentInstallment,
 					recurrenceCount: null,
 					dueDate: installmentDueDate,
 					splitGroupId,

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

@@ -36,6 +36,14 @@ const exportTransactionsSchema: z.ZodType<TransactionsExportContext> = z.object(
 			dividedFilter: z.string().nullable(),
 			amountMinFilter: z.number().nullable(),
 			amountMaxFilter: z.number().nullable(),
+			dateStartFilter: z
+				.string()
+				.regex(/^\d{4}-\d{2}-\d{2}$/)
+				.nullable(),
+			dateEndFilter: z
+				.string()
+				.regex(/^\d{4}-\d{2}-\d{2}$/)
+				.nullable(),
 		}),
 		accountId: z.string().min(1).nullable().optional(),
 		cardId: z.string().min(1).nullable().optional(),

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

@@ -4,9 +4,10 @@ import { and, eq, inArray } from "drizzle-orm";
 import { z } from "zod";
 import { transactions } from "@/db/schema";
 import {
+	fetchOwnedCategoryIds,
+	fetchOwnedPayerIds,
 	validateCartaoOwnership,
 	validateContaOwnership,
-	validatePayerOwnership,
 } from "@/features/transactions/actions/core";
 import { revalidateForEntity } from "@/shared/lib/actions/helpers";
 import { getUserId } from "@/shared/lib/auth/server";
@@ -21,6 +22,7 @@ const importRowSchema = z.object({
 	description: z.string().min(1, "Descrição obrigatória."),
 	transactionType: z.enum(["income", "expense"]),
 	categoryId: uuidSchema("Category").nullable().optional(),
+	payerId: uuidSchema("Payer").nullable().optional(),
 });
 
 const importSchema = z.object({
@@ -76,14 +78,34 @@ export async function importTransactionsAction(
 	const { rows, payerId, accountId, cardId, paymentMethod, invoicePeriod } =
 		parsed.data;
 
-	// Valida ownership
+	const payerIdsByRow = rows.map((row) => row.payerId ?? payerId ?? null);
-	const [payerOk, accountOk, cardOk] = await Promise.all([
+
-		validatePayerOwnership(userId, payerId),
+	if (payerIdsByRow.some((id) => !id)) {
-		validateContaOwnership(userId, accountId),
+		return { success: false, error: "Pessoa obrigatória." };
-		validateCartaoOwnership(userId, cardId),
+	}
-	]);
+
+	// Valida ownership
+	const [ownedPayerIds, ownedCategoryIds, accountOk, cardOk] =
+		await Promise.all([
+			fetchOwnedPayerIds(userId, payerIdsByRow),
+			fetchOwnedCategoryIds(
+				userId,
+				rows.map((row) => row.categoryId),
+			),
+			validateContaOwnership(userId, accountId),
+			validateCartaoOwnership(userId, cardId),
+		]);
+
+	if (payerIdsByRow.some((id) => id && !ownedPayerIds.has(id))) {
+		return { success: false, error: "Pessoa não encontrada." };
+	}
+
+	if (
+		rows.some((row) => row.categoryId && !ownedCategoryIds.has(row.categoryId))
+	) {
+		return { success: false, error: "Categoria não encontrada." };
+	}
 
-	if (!payerOk) return { success: false, error: "Pessoa não encontrada." };
 	if (!accountOk) return { success: false, error: "Conta não encontrada." };
 	if (!cardOk) return { success: false, error: "Cartão não encontrado." };
 
@@ -96,7 +118,7 @@ export async function importTransactionsAction(
 	// Cartão de crédito: fatura pode ainda não ter sido paga
 	const isSettled = paymentMethod !== "Cartão de crédito";
 
-	const records = rows.map((row) => {
+	const records = rows.map((row, index) => {
 		const purchaseDate = parseLocalDateString(row.date);
 		const period =
 			invoicePeriod ??
@@ -115,7 +137,7 @@ export async function importTransactionsAction(
 			period,
 			isSettled,
 			userId,
-			payerId: payerId ?? null,
+			payerId: payerIdsByRow[index],
 			accountId: accountId ?? null,
 			cardId: cardId ?? null,
 			categoryId: row.categoryId ?? null,

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

@@ -8,6 +8,7 @@ import {
 	transactionAttachments,
 	transactions,
 } from "@/db/schema";
+import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
 import { handleActionError } from "@/shared/lib/actions/helpers";
 import { getUser } from "@/shared/lib/auth/server";
 import { db } from "@/shared/lib/db";
@@ -230,13 +231,6 @@ export async function updateTransactionAction(
 				eq(transactions.id, data.id),
 				eq(transactions.userId, user.id),
 			),
-			with: {
-				category: {
-					columns: {
-						name: true,
-					},
-				},
-			},
 		})) as
 			| {
 					id: string;
@@ -248,7 +242,6 @@ export async function updateTransactionAction(
 					accountId: string | null;
 					cardId: string | null;
 					categoryId: string | null;
-					category: { name: string } | null;
 			  }
 			| undefined;
 
@@ -256,14 +249,17 @@ export async function updateTransactionAction(
 			return { success: false, error: "Lançamento não encontrado." };
 		}
 
-		const categoriasProtegidasEdicao = ["Saldo inicial", "Pagamentos"];
+		if (existing.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) {
-		if (
-			existing.category?.name &&
-			categoriasProtegidasEdicao.includes(existing.category.name)
-		) {
 			return {
 				success: false,
-				error: `Lançamentos com a categoria '${existing.category.name}' não podem ser editados.`,
+				error: "Pagamentos automáticos de fatura não podem ser editados.",
+			};
+		}
+
+		if (isInitialBalanceTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos de saldo inicial não podem ser editados.",
 			};
 		}
 
@@ -391,13 +387,6 @@ export async function deleteTransactionAction(
 				eq(transactions.id, data.id),
 				eq(transactions.userId, user.id),
 			),
-			with: {
-				category: {
-					columns: {
-						name: true,
-					},
-				},
-			},
 		})) as
 			| {
 					id: string;
@@ -411,7 +400,6 @@ export async function deleteTransactionAction(
 					period: string;
 					note: string | null;
 					categoryId: string | null;
-					category: { name: string } | null;
 			  }
 			| undefined;
 
@@ -419,14 +407,17 @@ export async function deleteTransactionAction(
 			return { success: false, error: "Lançamento não encontrado." };
 		}
 
-		const categoriasProtegidasRemocao = ["Saldo inicial", "Pagamentos"];
+		if (existing.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) {
-		if (
-			existing.category?.name &&
-			categoriasProtegidasRemocao.includes(existing.category.name)
-		) {
 			return {
 				success: false,
-				error: `Lançamentos com a categoria '${existing.category.name}' não podem ser removidos.`,
+				error: "Pagamentos automáticos de fatura não podem ser removidos.",
+			};
+		}
+
+		if (isInitialBalanceTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos de saldo inicial não podem ser removidos.",
 			};
 		}
 

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

@@ -1,13 +1,18 @@
 "use client";
 
 import { RiAttachment2, RiCloseLine } from "@remixicon/react";
-import { useRef } from "react";
+import { useEffect, useRef } from "react";
 import { toast } from "sonner";
 import {
 	ALLOWED_MIME_TYPES,
 	DEFAULT_MAX_FILE_SIZE_MB,
 } from "@/features/transactions/lib/attachments-config";
 import { Button } from "@/shared/components/ui/button";
+import {
+	getFilesFromClipboard,
+	isTextEditingTarget,
+	validateAttachmentFile,
+} from "./attachment-file-utils";
 
 interface AttachmentFilePickerProps {
 	files: File[];
@@ -22,34 +27,54 @@ export function AttachmentFilePicker({
 	onRemove,
 	maxSizeMb = DEFAULT_MAX_FILE_SIZE_MB,
 }: AttachmentFilePickerProps) {
-	const maxFileSizeBytes = maxSizeMb * 1024 * 1024;
 	const inputRef = useRef<HTMLInputElement>(null);
 
+	function addFile(file: File) {
+		const validation = validateAttachmentFile(file, maxSizeMb);
+		if (!validation.ok) {
+			toast.error(validation.error);
+			return;
+		}
+
+		onAdd(file);
+	}
+
 	function handleFileChange(e: React.ChangeEvent<HTMLInputElement>) {
 		const selected = e.target.files?.[0];
 		if (inputRef.current) inputRef.current.value = "";
 
 		if (!selected) return;
 
-		if (
+		addFile(selected);
-			!ALLOWED_MIME_TYPES.includes(
-				selected.type as (typeof ALLOWED_MIME_TYPES)[number],
-			)
-		) {
-			toast.error(
-				"Tipo de arquivo não suportado. Use PDF ou imagem (JPEG, PNG, WebP).",
-			);
-			return;
-		}
-
-		if (selected.size > maxFileSizeBytes) {
-			toast.error(`O arquivo deve ter no máximo ${maxSizeMb}MB.`);
-			return;
-		}
-
-		onAdd(selected);
 	}
 
+	function handlePaste(event: React.ClipboardEvent<HTMLButtonElement>) {
+		const pastedFiles = getFilesFromClipboard(event);
+		if (pastedFiles.length === 0) return;
+
+		event.preventDefault();
+		for (const file of pastedFiles) {
+			addFile(file);
+		}
+	}
+
+	useEffect(() => {
+		function handleDocumentPaste(event: ClipboardEvent) {
+			if (isTextEditingTarget(event.target)) return;
+
+			const pastedFiles = getFilesFromClipboard(event);
+			if (pastedFiles.length === 0) return;
+
+			event.preventDefault();
+			for (const file of pastedFiles) {
+				addFile(file);
+			}
+		}
+
+		document.addEventListener("paste", handleDocumentPaste);
+		return () => document.removeEventListener("paste", handleDocumentPaste);
+	});
+
 	return (
 		<div className="space-y-1.5">
 			<p className="text-xs font-medium">Anexos</p>
@@ -90,13 +115,15 @@ export function AttachmentFilePicker({
 				type="button"
 				className="flex w-full cursor-pointer flex-col items-center justify-center gap-1 rounded-md border border-dashed py-4 text-sm text-muted-foreground transition-colors hover:border-foreground/40 hover:text-foreground"
 				onClick={() => inputRef.current?.click()}
+				onPaste={handlePaste}
 			>
 				<span className="flex items-center gap-2">
 					<RiAttachment2 className="size-4" />
 					Adicionar anexo
 				</span>
 				<span className="text-xs">
-					PDF, JPEG, PNG ou WebP · máx. {maxSizeMb} MB
+					PDF, JPEG, PNG ou WebP · cole ou busque o arquivo · máx. {maxSizeMb}{" "}
+					MB
 				</span>
 			</button>
 		</div>

src/features/transactions/components/attachments/attachment-file-utils.ts

@@ -0,0 +1,54 @@
+import {
+	ALLOWED_MIME_TYPES,
+	DEFAULT_MAX_FILE_SIZE_MB,
+} from "@/features/transactions/lib/attachments-config";
+
+type AttachmentValidationResult = { ok: true } | { ok: false; error: string };
+
+export function validateAttachmentFile(
+	file: File,
+	maxSizeMb = DEFAULT_MAX_FILE_SIZE_MB,
+): AttachmentValidationResult {
+	if (
+		!ALLOWED_MIME_TYPES.includes(
+			file.type as (typeof ALLOWED_MIME_TYPES)[number],
+		)
+	) {
+		return {
+			ok: false,
+			error:
+				"Tipo de arquivo não suportado. Use PDF ou imagem (JPEG, PNG, WebP).",
+		};
+	}
+
+	const maxFileSizeBytes = maxSizeMb * 1024 * 1024;
+	if (file.size > maxFileSizeBytes) {
+		return { ok: false, error: `O arquivo deve ter no máximo ${maxSizeMb}MB.` };
+	}
+
+	return { ok: true };
+}
+
+type ClipboardLikeEvent = ClipboardEvent | React.ClipboardEvent;
+
+export function getFilesFromClipboard(event: ClipboardLikeEvent): File[] {
+	const files = Array.from(event.clipboardData?.files ?? []);
+	if (files.length > 0) return files;
+
+	return Array.from(event.clipboardData?.items ?? [])
+		.filter((item) => item.kind === "file")
+		.map((item) => item.getAsFile())
+		.filter((file): file is File => Boolean(file));
+}
+
+export function isTextEditingTarget(target: EventTarget | null): boolean {
+	if (!(target instanceof HTMLElement)) return false;
+
+	const tagName = target.tagName.toLowerCase();
+	return (
+		tagName === "input" ||
+		tagName === "textarea" ||
+		target.isContentEditable ||
+		target.closest('[contenteditable="true"]') !== null
+	);
+}

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

@@ -1,7 +1,7 @@
 "use client";
 
 import { RiAttachment2 } from "@remixicon/react";
-import { useRef, useTransition } from "react";
+import { useEffect, useRef, useTransition } from "react";
 import { toast } from "sonner";
 import {
 	confirmAttachmentUploadAction,
@@ -11,6 +11,11 @@ import {
 	ALLOWED_MIME_TYPES,
 	DEFAULT_MAX_FILE_SIZE_MB,
 } from "@/features/transactions/lib/attachments-config";
+import {
+	getFilesFromClipboard,
+	isTextEditingTarget,
+	validateAttachmentFile,
+} from "./attachment-file-utils";
 
 interface AttachmentUploadProps {
 	transactionId: string;
@@ -25,7 +30,6 @@ export function AttachmentUpload({
 	onPendingUpload,
 	maxSizeMb = DEFAULT_MAX_FILE_SIZE_MB,
 }: AttachmentUploadProps) {
-	const maxFileSizeBytes = maxSizeMb * 1024 * 1024;
 	const inputRef = useRef<HTMLInputElement>(null);
 	const [isPending, startTransition] = useTransition();
 
@@ -36,19 +40,13 @@ export function AttachmentUpload({
 
 		if (!file) return;
 
-		if (
+		handleFile(file);
-			!ALLOWED_MIME_TYPES.includes(
+	}
-				file.type as (typeof ALLOWED_MIME_TYPES)[number],
-			)
-		) {
-			toast.error(
-				"Tipo de arquivo não suportado. Use PDF ou imagem (JPEG, PNG, WebP).",
-			);
-			return;
-		}
 
-		if (file.size > maxFileSizeBytes) {
+	function handleFile(file: File) {
-			toast.error(`O arquivo deve ter no máximo ${maxSizeMb}MB.`);
+		const validation = validateAttachmentFile(file, maxSizeMb);
+		if (!validation.ok) {
+			toast.error(validation.error);
 			return;
 		}
 
@@ -94,6 +92,29 @@ export function AttachmentUpload({
 		});
 	}
 
+	function handlePaste(event: React.ClipboardEvent<HTMLButtonElement>) {
+		const [file] = getFilesFromClipboard(event);
+		if (!file) return;
+
+		event.preventDefault();
+		handleFile(file);
+	}
+
+	useEffect(() => {
+		function handleDocumentPaste(event: ClipboardEvent) {
+			if (isPending || isTextEditingTarget(event.target)) return;
+
+			const [file] = getFilesFromClipboard(event);
+			if (!file) return;
+
+			event.preventDefault();
+			handleFile(file);
+		}
+
+		document.addEventListener("paste", handleDocumentPaste);
+		return () => document.removeEventListener("paste", handleDocumentPaste);
+	});
+
 	return (
 		<>
 			<input
@@ -107,6 +128,7 @@ export function AttachmentUpload({
 				type="button"
 				className="flex w-full cursor-pointer flex-col items-center justify-center gap-1 rounded-md border border-dashed py-4 text-sm text-muted-foreground transition-colors hover:border-foreground/40 hover:text-foreground disabled:pointer-events-none disabled:opacity-50"
 				onClick={() => inputRef.current?.click()}
+				onPaste={handlePaste}
 				disabled={isPending}
 			>
 				<span className="flex items-center gap-2">
@@ -115,7 +137,8 @@ export function AttachmentUpload({
 				</span>
 				{!isPending && (
 					<span className="text-xs">
-						PDF, JPEG, PNG ou WebP · máx. {maxSizeMb} MB
+						PDF, JPEG, PNG ou WebP · cole ou busque o arquivo · máx. {maxSizeMb}{" "}
+						MB
 					</span>
 				)}
 			</button>

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

@@ -1,6 +1,7 @@
 "use client";
 
 import { RiLoader4Line } from "@remixicon/react";
+import { useQueryClient } from "@tanstack/react-query";
 import { useEffect, useMemo, useState, useTransition } from "react";
 import { toast } from "sonner";
 import { CategoryIcon } from "@/features/categories/components/category-icon";
@@ -8,6 +9,7 @@ import {
 	createInstallmentAnticipationAction,
 	getEligibleInstallmentsAction,
 } from "@/features/transactions/actions/anticipation";
+import { installmentAnticipationsQueryKey } from "@/features/transactions/hooks/use-installment-anticipations";
 import MoneyValues from "@/shared/components/money-values";
 import { PeriodPicker } from "@/shared/components/period-picker";
 import { Button } from "@/shared/components/ui/button";
@@ -70,6 +72,7 @@ export function AnticipateInstallmentsDialog({
 	open,
 	onOpenChange,
 }: AnticipateInstallmentsDialogProps) {
+	const queryClient = useQueryClient();
 	const [errorMessage, setErrorMessage] = useState<string | null>(null);
 	const [isPending, startTransition] = useTransition();
 	const [isLoadingInstallments, setIsLoadingInstallments] = useState(false);
@@ -86,7 +89,7 @@ export function AnticipateInstallmentsDialog({
 	);
 
 	// Use form state hook for form management
-	const { formState, replaceForm, updateField } =
+	const { formState, replaceForm, updateField, updateFields } =
 		useFormState<AnticipationFormValues>({
 			anticipationPeriod: defaultPeriod,
 			discount: "0",
@@ -95,15 +98,34 @@ export function AnticipateInstallmentsDialog({
 			note: "",
 		});
 
-	// Buscar parcelas elegíveis ao abrir o dialog
+	// Resetar formulário ao abrir o dialog
 	useEffect(() => {
 		if (dialogOpen) {
+			setSelectedIds([]);
+			setErrorMessage(null);
+			replaceForm({
+				anticipationPeriod: defaultPeriod,
+				discount: "0",
+				payerId: "",
+				categoryId: "",
+				note: "",
+			});
+		}
+	}, [defaultPeriod, dialogOpen, replaceForm]);
+
+	// Buscar parcelas elegíveis ao abrir o dialog e ao trocar o período
+	useEffect(() => {
+		if (dialogOpen) {
+			let shouldUpdate = true;
+
 			setIsLoadingInstallments(true);
 			setSelectedIds([]);
 			setErrorMessage(null);
 
-			getEligibleInstallmentsAction(seriesId)
+			getEligibleInstallmentsAction(seriesId, formState.anticipationPeriod)
 				.then((result) => {
+					if (!shouldUpdate) return;
+
 					if (!result.success) {
 						toast.error(result.error || "Erro ao carregar parcelas");
 						setEligibleInstallments([]);
@@ -116,25 +138,30 @@ export function AnticipateInstallmentsDialog({
 					// Pré-preencher pagador e categoria da primeira parcela
 					if (installments.length > 0) {
 						const first = installments[0];
-						replaceForm({
+						updateFields({
-							anticipationPeriod: defaultPeriod,
-							discount: "0",
 							payerId: first.payerId ?? "",
 							categoryId: first.categoryId ?? "",
-							note: "",
 						});
 					}
 				})
 				.catch((error) => {
+					if (!shouldUpdate) return;
+
 					console.error("Erro ao buscar parcelas:", error);
 					toast.error("Erro ao carregar parcelas elegíveis");
 					setEligibleInstallments([]);
 				})
 				.finally(() => {
+					if (!shouldUpdate) return;
+
 					setIsLoadingInstallments(false);
 				});
+
+			return () => {
+				shouldUpdate = false;
+			};
 		}
-	}, [defaultPeriod, dialogOpen, replaceForm, seriesId]);
+	}, [dialogOpen, formState.anticipationPeriod, seriesId, updateFields]);
 
 	const totalAmount = useMemo(() => {
 		return eligibleInstallments
@@ -189,6 +216,9 @@ export function AnticipateInstallmentsDialog({
 
 			if (result.success) {
 				toast.success(result.message);
+				void queryClient.invalidateQueries({
+					queryKey: installmentAnticipationsQueryKey(seriesId),
+				});
 				setDialogOpen(false);
 			} else {
 				const errorMsg = result.error || "Erro ao criar antecipação";

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

@@ -1,16 +1,21 @@
 "use client";
-
 import { RiCalendarCheckLine, RiLoader4Line } from "@remixicon/react";
 import { useQueryClient } from "@tanstack/react-query";
+import { useEffect } from "react";
+import { toast } from "sonner";
+import { cancelInstallmentAnticipationAction } from "@/features/transactions/actions/anticipation";
 import {
 	installmentAnticipationsQueryKey,
 	useInstallmentAnticipations,
 } from "@/features/transactions/hooks/use-installment-anticipations";
+import { ConfirmActionDialog } from "@/shared/components/confirm-action-dialog";
 import { Button } from "@/shared/components/ui/button";
 import {
 	Dialog,
+	DialogClose,
 	DialogContent,
 	DialogDescription,
+	DialogFooter,
 	DialogHeader,
 	DialogTitle,
 	DialogTrigger,
@@ -31,7 +36,6 @@ interface AnticipationHistoryDialogProps {
 	lancamentoName: string;
 	open?: boolean;
 	onOpenChange?: (open: boolean) => void;
-	onViewLancamento?: (transactionId: string) => void;
 }
 
 export function AnticipationHistoryDialog({
@@ -40,7 +44,6 @@ export function AnticipationHistoryDialog({
 	lancamentoName,
 	open,
 	onOpenChange,
-	onViewLancamento,
 }: AnticipationHistoryDialogProps) {
 	const queryClient = useQueryClient();
 	const [dialogOpen, setDialogOpen] = useControlledState(
@@ -51,87 +54,152 @@ export function AnticipationHistoryDialog({
 	const {
 		data: anticipations = [],
 		isLoading,
+		isFetching,
 		isError,
 		refetch,
 	} = useInstallmentAnticipations(seriesId, dialogOpen);
 
-	const handleCanceled = () => {
+	useEffect(() => {
+		if (dialogOpen) {
+			void refetch();
+		}
+	}, [dialogOpen, refetch]);
+
+	const cancelableAnticipation = anticipations.find(
+		(anticipation) => anticipation.transaction?.isSettled !== true,
+	);
+	const anticipationCountLabel =
+		anticipations.length === 1
+			? "1 registro de antecipação encontrada"
+			: `${anticipations.length} registros de antecipações encontradas`;
+
+	const refreshHistory = () => {
 		void queryClient.invalidateQueries({
 			queryKey: installmentAnticipationsQueryKey(seriesId),
 		});
 	};
 
+	const handleCancelAnticipation = async () => {
+		if (!cancelableAnticipation) return;
+
+		const result = await cancelInstallmentAnticipationAction({
+			anticipationId: cancelableAnticipation.id,
+		});
+
+		if (result.success) {
+			toast.success(result.message);
+			refreshHistory();
+			return;
+		}
+
+		toast.error(result.error || "Erro ao cancelar antecipação");
+	};
+
 	return (
 		<Dialog open={dialogOpen} onOpenChange={setDialogOpen}>
-			{trigger && <DialogTrigger asChild>{trigger}</DialogTrigger>}
+			{trigger ? <DialogTrigger asChild>{trigger}</DialogTrigger> : null}
-			<DialogContent className="max-w-3xl px-6 py-5 sm:px-8 sm:py-6">
+			<DialogContent className="min-w-0 overflow-x-hidden">
-				<DialogHeader>
+				<DialogHeader className="text-left">
 					<DialogTitle>Histórico de Antecipações</DialogTitle>
 					<DialogDescription>{lancamentoName}</DialogDescription>
 				</DialogHeader>
 
-				<div className="max-h-[60vh] space-y-4 overflow-y-auto pr-2">
+				<div className="min-w-0 max-h-[60vh] overflow-x-hidden overflow-y-auto text-sm">
-					{isLoading ? (
+					{isLoading || isFetching ? (
-						<div className="flex items-center justify-center rounded-lg border border-dashed p-12">
+						<LoadingState />
-							<RiLoader4Line className="size-6 animate-spin text-muted-foreground" />
-							<span className="ml-2 text-sm text-muted-foreground">
-								Carregando histórico...
-							</span>
-						</div>
 					) : isError ? (
-						<Empty>
+						<ErrorState onRetry={() => void refetch()} />
-							<EmptyHeader>
-								<EmptyMedia variant="icon">
-									<RiCalendarCheckLine className="size-6 text-muted-foreground" />
-								</EmptyMedia>
-								<EmptyTitle>Não foi possível carregar</EmptyTitle>
-								<EmptyDescription>
-									O histórico de antecipações não pôde ser carregado agora.
-								</EmptyDescription>
-							</EmptyHeader>
-							<Button
-								type="button"
-								variant="outline"
-								className="mx-auto"
-								onClick={() => void refetch()}
-							>
-								Tentar novamente
-							</Button>
-						</Empty>
 					) : anticipations.length === 0 ? (
-						<Empty>
+						<EmptyState />
-							<EmptyHeader>
-								<EmptyMedia variant="icon">
-									<RiCalendarCheckLine className="size-6 text-muted-foreground" />
-								</EmptyMedia>
-								<EmptyTitle>Nenhuma antecipação registrada</EmptyTitle>
-								<EmptyDescription>
-									As antecipações realizadas para esta compra parcelada
-									aparecerão aqui.
-								</EmptyDescription>
-							</EmptyHeader>
-						</Empty>
 					) : (
-						anticipations.map((anticipation) => (
+						<div className="min-w-0 space-y-3">
-							<AnticipationCard
+							<p className="text-left text-muted-foreground text-primary">
-								key={anticipation.id}
+								{anticipationCountLabel}
-								anticipation={anticipation}
+							</p>
-								onViewLancamento={onViewLancamento}
+							{anticipations.map((anticipation) => (
-								onCanceled={handleCanceled}
+								<AnticipationCard
-							/>
+									key={anticipation.id}
-						))
+									anticipation={anticipation}
+								/>
+							))}
+						</div>
 					)}
 				</div>
 
-				{!isLoading && anticipations.length > 0 && (
+				<DialogFooter>
-					<div className="border-t pt-4 text-center text-sm text-muted-foreground">
+					<DialogClose asChild>
-						{anticipations.length}{" "}
+						<Button type="button" variant="outline">
-						{anticipations.length === 1
+							Fechar
-							? "antecipação encontrada"
+						</Button>
-							: "antecipações encontradas"}
+					</DialogClose>
-					</div>
+					{cancelableAnticipation ? (
-				)}
+						<ConfirmActionDialog
+							trigger={
+								<Button type="button" variant="destructive">
+									Desfazer Antecipação
+								</Button>
+							}
+							title="Cancelar antecipação?"
+							description="Esta ação irá reverter a antecipação e restaurar as parcelas originais. O lançamento de antecipação será removido."
+							confirmLabel="Cancelar Antecipação"
+							confirmVariant="destructive"
+							pendingLabel="Cancelando..."
+							onConfirm={handleCancelAnticipation}
+						/>
+					) : null}
+				</DialogFooter>
 			</DialogContent>
 		</Dialog>
 	);
 }
+
+function LoadingState() {
+	return (
+		<div className="flex min-h-48 items-center justify-center rounded-lg border border-dashed">
+			<RiLoader4Line className="size-6 animate-spin text-muted-foreground" />
+			<span className="ml-2 text-sm text-muted-foreground">
+				Carregando histórico...
+			</span>
+		</div>
+	);
+}
+
+function ErrorState({ onRetry }: { onRetry: () => void }) {
+	return (
+		<Empty>
+			<EmptyHeader>
+				<EmptyMedia variant="icon">
+					<RiCalendarCheckLine className="size-6 text-muted-foreground" />
+				</EmptyMedia>
+				<EmptyTitle>Não foi possível carregar</EmptyTitle>
+				<EmptyDescription>
+					O histórico de antecipações não pôde ser carregado agora.
+				</EmptyDescription>
+			</EmptyHeader>
+			<Button
+				type="button"
+				variant="outline"
+				className="mx-auto"
+				onClick={onRetry}
+			>
+				Tentar novamente
+			</Button>
+		</Empty>
+	);
+}
+
+function EmptyState() {
+	return (
+		<Empty>
+			<EmptyHeader>
+				<EmptyMedia variant="icon">
+					<RiCalendarCheckLine className="size-6 text-muted-foreground" />
+				</EmptyMedia>
+				<EmptyTitle>Nenhuma antecipação registrada</EmptyTitle>
+				<EmptyDescription>
+					As antecipações realizadas para esta compra parcelada aparecerão aqui.
+				</EmptyDescription>
+			</EmptyHeader>
+		</Empty>
+	);
+}

src/features/transactions/components/dialogs/anticipate-installments-dialog/installment-selection-table.tsx

@@ -49,7 +49,8 @@ export function InstallmentSelectionTable({
 					Nenhuma parcela elegível para antecipação encontrada.
 				</p>
 				<p className="mt-1 text-xs text-muted-foreground">
-					Todas as parcelas desta compra já foram pagas ou antecipadas.
+					Apenas parcelas futuras, ainda não pagas ou antecipadas, aparecem
+					aqui.
 				</p>
 			</div>
 		);

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

@@ -8,6 +8,7 @@ import {
 	PAYMENT_METHODS,
 	type TRANSACTION_TYPES,
 } from "@/features/transactions/lib/constants";
+import { ConfirmActionDialog } from "@/shared/components/confirm-action-dialog";
 import { Button } from "@/shared/components/ui/button";
 import { CurrencyInput } from "@/shared/components/ui/currency-input";
 import { DatePicker } from "@/shared/components/ui/date-picker";
@@ -123,10 +124,11 @@ interface TransactionRow {
 
 function createEmptyTransactionRow(
 	defaultPayerId?: string | null,
+	lastPurchaseDate?: string,
 ): TransactionRow {
 	return {
 		id: createClientSafeId(),
-		purchaseDate: getTodayDateString(),
+		purchaseDate: lastPurchaseDate ?? getTodayDateString(),
 		name: "",
 		amount: "",
 		categoryId: undefined,
@@ -148,6 +150,9 @@ export function MassAddDialog({
 	defaultCardId,
 }: MassAddDialogProps) {
 	const [loading, setLoading] = useState(false);
+	const [isDirty, setIsDirty] = useState(false);
+	const [confirmCloseOpen, setConfirmCloseOpen] = useState(false);
+	const [cancelConfirmOpen, setCancelConfirmOpen] = useState(false);
 
 	// Fixed fields state (sempre ativos, sem checkboxes)
 	const [transactionType, setTransactionType] =
@@ -179,11 +184,23 @@ export function MassAddDialog({
 		return groupAndSortCategories(filtered);
 	}, [categoryOptions, transactionType]);
 
+	const resetForm = () => {
+		setTransactionType("Despesa");
+		setPaymentMethod(PAYMENT_METHODS[0]);
+		setPeriod(selectedPeriod);
+		setContaId(undefined);
+		setCartaoId(defaultCardId ?? undefined);
+		setTransactions([createEmptyTransactionRow(defaultPayerId)]);
+		setIsDirty(false);
+	};
+
 	const addTransaction = () => {
+		const lastTransaction = transactions[transactions.length - 1];
 		setTransactions([
 			...transactions,
-			createEmptyTransactionRow(defaultPayerId),
+			createEmptyTransactionRow(defaultPayerId, lastTransaction?.purchaseDate),
 		]);
+		setIsDirty(true);
 	};
 
 	const removeTransaction = (id: string) => {
@@ -192,6 +209,7 @@ export function MassAddDialog({
 			return;
 		}
 		setTransactions(transactions.filter((t) => t.id !== id));
+		setIsDirty(true);
 	};
 
 	const updateTransaction = (
@@ -202,6 +220,7 @@ export function MassAddDialog({
 		setTransactions(
 			transactions.map((t) => (t.id === id ? { ...t, [field]: value } : t)),
 		);
+		setIsDirty(true);
 	};
 
 	const handleSubmit = async () => {
@@ -250,13 +269,7 @@ export function MassAddDialog({
 		try {
 			await onSubmit(formData);
 			onOpenChange(false);
-			// Reset form
+			resetForm();
-			setTransactionType("Despesa");
-			setPaymentMethod(PAYMENT_METHODS[0]);
-			setPeriod(selectedPeriod);
-			setContaId(undefined);
-			setCartaoId(defaultCardId ?? undefined);
-			setTransactions([createEmptyTransactionRow(defaultPayerId)]);
 		} catch (_error) {
 			// Error is handled by the onSubmit function
 		} finally {
@@ -265,7 +278,19 @@ export function MassAddDialog({
 	};
 
 	return (
-		<Dialog open={open} onOpenChange={onOpenChange}>
+		<Dialog
+			open={open}
+			onOpenChange={(newOpen) => {
+				if (!newOpen && isDirty) {
+					setConfirmCloseOpen(true);
+				} else {
+					onOpenChange(newOpen);
+					if (newOpen === false) {
+						resetForm();
+					}
+				}
+			}}
+		>
 			<DialogContent className="sm:max-w-3xl max-h-[90vh] overflow-y-auto p-6 sm:px-8">
 				<DialogHeader>
 					<DialogTitle>Adicionar múltiplos lançamentos</DialogTitle>
@@ -286,9 +311,10 @@ export function MassAddDialog({
 								<Label htmlFor="transaction-type">Tipo de Transação</Label>
 								<Select
 									value={transactionType}
-									onValueChange={(value) =>
+									onValueChange={(value) => {
-										setTransactionType(value as MassAddTransactionType)
+										setTransactionType(value as MassAddTransactionType);
-									}
+										setIsDirty(true);
+									}}
 								>
 									<SelectTrigger id="transaction-type" className="w-full">
 										<SelectValue>
@@ -315,6 +341,7 @@ export function MassAddDialog({
 									value={paymentMethod}
 									onValueChange={(value) => {
 										setPaymentMethod(value as MassAddPaymentMethod);
+										setIsDirty(true);
 										// Reset conta/cartao when changing payment method
 										if (value === "Cartão de crédito") {
 											setContaId(undefined);
@@ -346,7 +373,10 @@ export function MassAddDialog({
 									<Label htmlFor="cartao">Cartão</Label>
 									<Select
 										value={cardId}
-										onValueChange={setCartaoId}
+										onValueChange={(value) => {
+											setCartaoId(value);
+											setIsDirty(true);
+										}}
 										disabled={isLockedToCartao}
 									>
 										<SelectTrigger id="cartao" className="w-full">
@@ -395,7 +425,10 @@ export function MassAddDialog({
 									{cardId ? (
 										<InlinePeriodPicker
 											period={period}
-											onPeriodChange={setPeriod}
+											onPeriodChange={(value) => {
+												setPeriod(value);
+												setIsDirty(true);
+											}}
 										/>
 									) : null}
 								</div>
@@ -405,7 +438,13 @@ export function MassAddDialog({
 							{!isCartaoSelected ? (
 								<div className="space-y-2">
 									<Label htmlFor="conta">Conta</Label>
-									<Select value={accountId} onValueChange={setContaId}>
+									<Select
+										value={accountId}
+										onValueChange={(value) => {
+											setContaId(value);
+											setIsDirty(true);
+										}}
+									>
 										<SelectTrigger id="conta" className="w-full">
 											<SelectValue placeholder="Selecione">
 												{accountId &&
@@ -635,7 +674,13 @@ export function MassAddDialog({
 				<DialogFooter>
 					<Button
 						variant="outline"
-						onClick={() => onOpenChange(false)}
+						onClick={() => {
+							if (isDirty) {
+								setCancelConfirmOpen(true);
+							} else {
+								onOpenChange(false);
+							}
+						}}
 						disabled={loading}
 					>
 						Cancelar
@@ -646,6 +691,36 @@ export function MassAddDialog({
 						{transactions.length === 1 ? "lançamento" : "lançamentos"}
 					</Button>
 				</DialogFooter>
+
+				<ConfirmActionDialog
+					open={confirmCloseOpen}
+					onOpenChange={setConfirmCloseOpen}
+					title="Descartar alterações?"
+					description="Há lançamentos não salvos. Se fechar agora, todos os dados serão perdidos."
+					confirmLabel="Descartar"
+					cancelLabel="Continuar editando"
+					confirmVariant="destructive"
+					onConfirm={() => {
+						setConfirmCloseOpen(false);
+						onOpenChange(false);
+						resetForm();
+					}}
+				/>
+
+				<ConfirmActionDialog
+					open={cancelConfirmOpen}
+					onOpenChange={setCancelConfirmOpen}
+					title="Cancelar adição de lançamentos?"
+					description="Há lançamentos não salvos. Se cancelar, todos os dados serão perdidos."
+					confirmLabel="Cancelar"
+					cancelLabel="Continuar editando"
+					confirmVariant="destructive"
+					onConfirm={() => {
+						setCancelConfirmOpen(false);
+						onOpenChange(false);
+						resetForm();
+					}}
+				/>
 			</DialogContent>
 		</Dialog>
 	);

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

@@ -10,9 +10,9 @@ import {
 import {
 	currencyFormatter,
 	formatCondition,
-	formatDate,
 	formatPeriod,
 } from "@/features/transactions/lib/formatting-helpers";
+import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import { TransactionTypeBadge } from "@/shared/components/transaction-type-badge";
 import {
 	Avatar,
@@ -34,7 +34,7 @@ import { Separator } from "@/shared/components/ui/separator";
 import { resolveLogoSrc } from "@/shared/lib/logo";
 import { getAvatarSrc } from "@/shared/lib/payers/utils";
 import { getCategoryColorFromName } from "@/shared/utils/category-colors";
-import { parseLocalDateString } from "@/shared/utils/date";
+import { formatDate, parseLocalDateString } from "@/shared/utils/date";
 import { getIconComponent, getPaymentMethodIcon } from "@/shared/utils/icons";
 import { AttachmentSection } from "../attachments/attachment-section";
 import { InstallmentTimeline } from "../shared/installment-timeline";
@@ -55,10 +55,9 @@ export function TransactionDetailsDialog({
 }: TransactionDetailsDialogProps) {
 	const [attachmentCount, setAttachmentCount] = useState<number | null>(null);
 
-	// biome-ignore lint/correctness/useExhaustiveDependencies: transaction?.id é trigger intencional para reset do contador
 	useEffect(() => {
 		setAttachmentCount(null);
-	}, [transaction?.id]);
+	}, []);
 
 	if (!transaction) return null;
 
@@ -87,11 +86,16 @@ export function TransactionDetailsDialog({
 	return (
 		<Dialog open={open} onOpenChange={onOpenChange}>
 			<DialogContent className="min-w-0 overflow-x-hidden sm:max-w-xl">
-				<DialogHeader>
+				<DialogHeader className="text-left">
-					<DialogTitle>{transaction.name}</DialogTitle>
+					<div className="flex min-w-0 items-start gap-2">
-					<DialogDescription>
+						<EstablishmentLogo size={40} name={transaction.name} />
-						{formatDate(transaction.purchaseDate)}
+						<div className="min-w-0">
-					</DialogDescription>
+							<DialogTitle className="truncate">{transaction.name}</DialogTitle>
+							<DialogDescription className="mt-1">
+								{formatDate(transaction.purchaseDate)}
+							</DialogDescription>
+						</div>
+					</div>
 				</DialogHeader>
 
 				<div className="min-w-0 max-h-[60vh] overflow-x-hidden overflow-y-auto text-sm">

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

@@ -1,7 +1,13 @@
 "use client";
 
+import { useState } from "react";
 import { TRANSACTION_CONDITIONS } from "@/features/transactions/lib/constants";
 import { Label } from "@/shared/components/ui/label";
+import {
+	Popover,
+	PopoverContent,
+	PopoverTrigger,
+} from "@/shared/components/ui/popover";
 import {
 	Select,
 	SelectContent,
@@ -14,6 +20,61 @@ import { cn } from "@/shared/utils/ui";
 import { ConditionSelectContent } from "../../select-items";
 import type { ConditionSectionProps } from "./transaction-dialog-types";
 
+function InlineStartInstallmentPicker({
+	value,
+	options,
+	onChange,
+}: {
+	value: string;
+	options: number[];
+	onChange: (value: string) => void;
+}) {
+	const [open, setOpen] = useState(false);
+	const selected = Number(value || "1");
+	const selectedLabel =
+		!Number.isNaN(selected) && selected > 0
+			? `${selected}ª parcela`
+			: "1ª parcela";
+	const disabled = options.length === 0;
+
+	return (
+		<div className="ml-1">
+			<span className="text-xs text-muted-foreground">Começar em </span>
+			<Popover modal open={open} onOpenChange={setOpen}>
+				<PopoverTrigger asChild>
+					<button
+						type="button"
+						className="cursor-pointer text-xs text-primary underline-offset-2 hover:underline disabled:cursor-not-allowed disabled:text-muted-foreground disabled:hover:no-underline"
+						disabled={disabled}
+					>
+						{selectedLabel}
+					</button>
+				</PopoverTrigger>
+				<PopoverContent className="w-40 p-1" align="start">
+					<div className="max-h-56 overflow-y-auto">
+						{options.map((option) => (
+							<button
+								key={option}
+								type="button"
+								className={cn(
+									"flex w-full items-center rounded-sm px-2 py-1.5 text-left text-sm hover:bg-accent hover:text-accent-foreground",
+									option === selected && "font-medium text-primary",
+								)}
+								onClick={() => {
+									onChange(String(option));
+									setOpen(false);
+								}}
+							>
+								{option}ª parcela
+							</button>
+						))}
+					</div>
+				</PopoverContent>
+			</Popover>
+		</div>
+	);
+}
+
 export function ConditionSection({
 	formState,
 	onFieldChange,
@@ -37,11 +98,17 @@ export function ConditionSection({
 	const installmentSummary =
 		showInstallments &&
 		formState.installmentCount &&
-		amount &&
 		!Number.isNaN(installmentCount) &&
 		installmentCount > 0
 			? getInstallmentLabel(installmentCount)
 			: null;
+	const startInstallmentOptions =
+		showInstallments &&
+		formState.installmentCount &&
+		!Number.isNaN(installmentCount) &&
+		installmentCount > 0
+			? Array.from({ length: installmentCount }, (_, index) => index + 1)
+			: [];
 
 	return (
 		<div className="flex w-full flex-col gap-2 md:flex-row">
@@ -96,6 +163,11 @@ export function ConditionSection({
 							})}
 						</SelectContent>
 					</Select>
+					<InlineStartInstallmentPicker
+						value={formState.startInstallment}
+						options={startInstallmentOptions}
+						onChange={(value) => onFieldChange("startInstallment", value)}
+					/>
 				</div>
 			) : null}
 

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

@@ -17,6 +17,7 @@ export interface TransactionDialogProps {
 	estabelecimentos: string[];
 	transaction?: TransactionItem;
 	defaultPeriod?: string;
+	defaultAccountId?: string | null;
 	defaultCardId?: string | null;
 	defaultPaymentMethod?: string | null;
 	defaultPurchaseDate?: string | null;

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

@@ -1,6 +1,6 @@
 "use client";
 import { RiArrowDropDownLine } from "@remixicon/react";
-import { useEffect, useMemo, useState, useTransition } from "react";
+import { useEffect, useMemo, useRef, useState, useTransition } from "react";
 import { toast } from "sonner";
 import {
 	createTransactionAction,
@@ -65,6 +65,7 @@ export function TransactionDialog({
 	estabelecimentos,
 	transaction,
 	defaultPeriod,
+	defaultAccountId,
 	defaultCardId,
 	defaultPaymentMethod,
 	defaultPurchaseDate,
@@ -88,6 +89,7 @@ export function TransactionDialog({
 
 	const [formState, setFormState] = useState<FormState>(() =>
 		buildTransactionInitialState(transaction, defaultPayerId, defaultPeriod, {
+			defaultAccountId,
 			defaultCardId,
 			defaultPaymentMethod,
 			defaultPurchaseDate,
@@ -102,6 +104,8 @@ export function TransactionDialog({
 	const [pendingFiles, setPendingFiles] = useState<File[]>([]);
 	const [pendingDetachIds, setPendingDetachIds] = useState<string[]>([]);
 	const [pendingUploadFiles, setPendingUploadFiles] = useState<File[]>([]);
+	const [extrasOpen, setExtrasOpen] = useState(false);
+	const scrollContainerRef = useRef<HTMLDivElement>(null);
 
 	useEffect(() => {
 		if (dialogOpen) {
@@ -110,6 +114,7 @@ export function TransactionDialog({
 				defaultPayerId,
 				defaultPeriod,
 				{
+					defaultAccountId,
 					defaultCardId,
 					defaultPaymentMethod,
 					defaultPurchaseDate,
@@ -142,12 +147,14 @@ export function TransactionDialog({
 			setPendingFiles([]);
 			setPendingDetachIds([]);
 			setPendingUploadFiles([]);
+			setExtrasOpen(initial.condition !== "À vista");
 		}
 	}, [
 		dialogOpen,
 		transaction,
 		defaultPayerId,
 		defaultPeriod,
+		defaultAccountId,
 		defaultCardId,
 		defaultPaymentMethod,
 		defaultPurchaseDate,
@@ -211,6 +218,22 @@ export function TransactionDialog({
 		});
 	}
 
+	function handleExtrasOpenChange(nextOpen: boolean) {
+		setExtrasOpen(nextOpen);
+
+		if (nextOpen) {
+			requestAnimationFrame(() => {
+				const scrollContainer = scrollContainerRef.current;
+				if (!scrollContainer) return;
+
+				scrollContainer.scrollTo({
+					top: scrollContainer.scrollHeight,
+					behavior: "smooth",
+				});
+			});
+		}
+	}
+
 	const handleSubmit = (event: React.FormEvent<HTMLFormElement>) => {
 		event.preventDefault();
 		setErrorMessage(null);
@@ -308,6 +331,12 @@ export function TransactionDialog({
 				formState.condition === "Parcelado" && formState.installmentCount
 					? Number(formState.installmentCount)
 					: undefined,
+			startInstallment:
+				mode === "create" &&
+				formState.condition === "Parcelado" &&
+				formState.startInstallment
+					? Number(formState.startInstallment)
+					: undefined,
 			recurrenceCount:
 				formState.condition === "Recorrente" && formState.recurrenceCount
 					? Number(formState.recurrenceCount)
@@ -527,18 +556,21 @@ export function TransactionDialog({
 	return (
 		<Dialog open={dialogOpen} onOpenChange={setDialogOpen}>
 			{trigger ? <DialogTrigger asChild>{trigger}</DialogTrigger> : null}
-			<DialogContent className="min-w-0 overflow-x-hidden">
+			<DialogContent className="flex max-h-[90vh] min-w-0 flex-col overflow-hidden p-4 sm:p-10">
 				<DialogHeader>
 					<DialogTitle>{title}</DialogTitle>
 					<DialogDescription>{description}</DialogDescription>
 				</DialogHeader>
 
 				<form
-					className="flex min-w-0 flex-col gap-0"
+					className="flex min-h-0 min-w-0 flex-1 flex-col gap-0"
 					onSubmit={handleSubmit}
 					noValidate
 				>
-					<div className="min-w-0 -mx-6 max-h-[90vh] overflow-x-hidden overflow-y-auto px-6 pb-1">
+					<div
+						ref={scrollContainerRef}
+						className="-mx-1 min-h-0 min-w-0 flex-1 overflow-x-hidden overflow-y-auto overscroll-contain px-1 pb-1"
+					>
 						{/* Detalhes */}
 						<div className="space-y-3">
 							<BasicFieldsSection
@@ -634,7 +666,8 @@ export function TransactionDialog({
 							</>
 						) : (
 							<Collapsible
-								defaultOpen={formState.condition !== "À vista"}
+								open={extrasOpen}
+								onOpenChange={handleExtrasOpenChange}
 								className="min-w-0"
 							>
 								<CollapsibleTrigger className="flex w-full items-center gap-1 text-xs text-muted-foreground hover:text-foreground transition-colors cursor-pointer [&[data-state=open]>svg]:rotate-180 mt-4">
@@ -680,7 +713,7 @@ export function TransactionDialog({
 						<p className="mt-3 text-sm text-destructive">{errorMessage}</p>
 					) : null}
 
-					<DialogFooter className="mt-4">
+					<DialogFooter className="mt-4 shrink-0">
 						<Button
 							type="button"
 							variant="outline"

src/features/transactions/components/import/global-fields.tsx

@@ -74,16 +74,16 @@ export function GlobalFields({
 	return (
 		<div className="flex flex-col gap-2">
 			<p className="text-muted-foreground text-sm">
-				Aplicado a todos os lançamentos importados.
+				Aplicado aos lançamentos selecionados.
 			</p>
-			<div className="flex flex-wrap gap-4">
+			<div className="grid w-full grid-cols-1 items-end justify-start gap-3 sm:grid-cols-[repeat(2,minmax(0,14rem))] lg:grid-cols-[16rem_14rem_18rem_14rem]">
-				<div className="flex min-w-44 flex-col gap-1.5">
+				<div className="flex min-w-0 flex-col gap-1.5">
 					<Label>Conta / Cartão</Label>
 					<Select
 						value={accountCardValue ?? ""}
 						onValueChange={(v) => onAccountCardChange(v || null)}
 					>
-						<SelectTrigger>
+						<SelectTrigger className="w-full">
 							<SelectValue placeholder="Selecionar conta ou cartão…" />
 						</SelectTrigger>
 						<SelectContent>
@@ -122,14 +122,14 @@ export function GlobalFields({
 					</Select>
 				</div>
 
-				<div className="flex min-w-44 flex-col gap-1.5">
+				<div className="flex min-w-0 flex-col gap-1.5">
 					<Label>Pessoa</Label>
 					<Select
 						value={payerId ?? ""}
 						onValueChange={(v) => onPayerChange(v || null)}
 					>
-						<SelectTrigger>
+						<SelectTrigger className="w-full">
-							<SelectValue placeholder="Selecionar pessoa…" />
+							<SelectValue placeholder="Aplicar pessoa…" />
 						</SelectTrigger>
 						<SelectContent>
 							{payerOptions.map((opt) => (
@@ -144,10 +144,10 @@ export function GlobalFields({
 					</Select>
 				</div>
 
-				<div className="flex min-w-44 flex-col gap-1.5">
+				<div className="flex min-w-0 flex-col gap-1.5">
 					<Label>Categoria</Label>
 					<Select onValueChange={onBulkCategoryChange}>
-						<SelectTrigger>
+						<SelectTrigger className="w-full">
 							<SelectValue placeholder="Aplicar a todas selecionadas…" />
 						</SelectTrigger>
 						<SelectContent>
@@ -185,7 +185,7 @@ export function GlobalFields({
 				</div>
 
 				{isCard && (
-					<div className="flex min-w-44 flex-col gap-1.5">
+					<div className="flex min-w-0 flex-col gap-1.5">
 						<Label>Fatura</Label>
 						<PeriodPicker
 							value={invoicePeriod ?? ""}

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

@@ -44,6 +44,11 @@ import {
 import { Skeleton } from "@/shared/components/ui/skeleton";
 import type { ImportStatement } from "@/shared/lib/import/types";
 
+const categoryGroupByTransactionType = {
+	expense: "despesa",
+	income: "receita",
+} as const;
+
 interface ImportPageProps {
 	payerOptions: SelectOption[];
 	accountOptions: SelectOption[];
@@ -69,33 +74,63 @@ export function ImportPage({
 	const [accountCardValue, setAccountCardValue] = useState<string | null>(null);
 	const [invoicePeriod, setInvoicePeriod] = useState<string | null>(null);
 
-	const handleParsed = useCallback(async (stmt: ImportStatement) => {
+	const categoryGroupById = useMemo(
-		setStatement(stmt);
+		() =>
-		setIsChecking(true);
+			new Map(categoryOptions.map((option) => [option.value, option.group])),
+		[categoryOptions],
+	);
 
-		try {
+	const isCategoryCompatible = useCallback(
-			const fitIds = stmt.transactions
+		(
-				.map((t) => t.externalId)
+			categoryId: string | null,
-				.filter((id): id is string => id !== null);
+			transactionType: ReviewRow["transactionType"],
+		) =>
+			!categoryId ||
+			categoryGroupById.get(categoryId) ===
+				categoryGroupByTransactionType[transactionType],
+		[categoryGroupById],
+	);
 
-			const [duplicates, categoryMappings] = await Promise.all([
+	const handleParsed = useCallback(
-				checkDuplicateFitIds(fitIds).then((ids) => new Set(ids)),
+		async (stmt: ImportStatement) => {
-				fetchCategoryMappings(stmt.transactions.map((t) => t.description)),
+			setStatement(stmt);
-			]);
+			setIsChecking(true);
 
-			setRows(
+			try {
-				stmt.transactions.map((t) => ({
+				const fitIds = stmt.transactions
-					...t,
+					.map((t) => t.externalId)
-					isDuplicate: t.externalId ? duplicates.has(t.externalId) : false,
+					.filter((id): id is string => id !== null);
-					selected: t.externalId ? !duplicates.has(t.externalId) : true,
+
-					categoryId:
+				const [duplicates, categoryMappings] = await Promise.all([
-						categoryMappings[normalizeDescriptionKey(t.description)] ?? null,
+					checkDuplicateFitIds(fitIds).then((ids) => new Set(ids)),
-				})),
+					fetchCategoryMappings(stmt.transactions.map((t) => t.description)),
-			);
+				]);
-		} finally {
+
-			setIsChecking(false);
+				setRows(
-		}
+					stmt.transactions.map((t) => {
-	}, []);
+						const mappedCategoryId =
+							categoryMappings[normalizeDescriptionKey(t.description)] ?? null;
+
+						return {
+							...t,
+							isDuplicate: t.externalId ? duplicates.has(t.externalId) : false,
+							selected: t.externalId ? !duplicates.has(t.externalId) : true,
+							payerId,
+							categoryId: isCategoryCompatible(
+								mappedCategoryId,
+								t.transactionType,
+							)
+								? mappedCategoryId
+								: null,
+						};
+					}),
+				);
+			} finally {
+				setIsChecking(false);
+			}
+		},
+		[isCategoryCompatible, payerId],
+	);
 
 	// Pré-seleciona cartão ou conta com base no tipo detectado no OFX
 	useEffect(() => {
@@ -121,7 +156,17 @@ export function ImportPage({
 
 	const handleCategoryChange = (index: number, categoryId: string | null) => {
 		setRows((prev) =>
-			prev.map((r, i) => (i === index ? { ...r, categoryId } : r)),
+			prev.map((r, i) =>
+				i === index && isCategoryCompatible(categoryId, r.transactionType)
+					? { ...r, categoryId }
+					: r,
+			),
+		);
+	};
+
+	const handlePayerChange = (index: number, payerId: string | null) => {
+		setRows((prev) =>
+			prev.map((r, i) => (i === index ? { ...r, payerId } : r)),
 		);
 	};
 
@@ -150,17 +195,36 @@ export function ImportPage({
 	};
 
 	const handleBulkCategoryChange = (categoryId: string) => {
-		setRows((prev) => prev.map((r) => (r.selected ? { ...r, categoryId } : r)));
+		setRows((prev) =>
+			prev.map((r) =>
+				r.selected && isCategoryCompatible(categoryId, r.transactionType)
+					? { ...r, categoryId }
+					: r,
+			),
+		);
+	};
+
+	const handleBulkPayerChange = (nextPayerId: string | null) => {
+		setPayerId(nextPayerId);
+		setRows((prev) =>
+			prev.map((r) => (r.selected ? { ...r, payerId: nextPayerId } : r)),
+		);
 	};
 
 	const isCard = accountCardValue?.startsWith("card:") ?? false;
 
-	const { selectedRows, duplicateCount, uncategorizedCount } = useMemo(() => {
+	const {
+		selectedRows,
+		duplicateCount,
+		uncategorizedCount,
+		withoutPayerCount,
+	} = useMemo(() => {
 		const selected = rows.filter((r) => r.selected);
 		return {
 			selectedRows: selected,
 			duplicateCount: rows.filter((r) => r.isDuplicate).length,
 			uncategorizedCount: selected.filter((r) => !r.categoryId).length,
+			withoutPayerCount: selected.filter((r) => !r.payerId).length,
 		};
 	}, [rows]);
 
@@ -168,6 +232,7 @@ export function ImportPage({
 		selectedRows.length > 0 &&
 		!!accountCardValue &&
 		uncategorizedCount === 0 &&
+		withoutPayerCount === 0 &&
 		(!isCard || !!invoicePeriod) &&
 		!isPending;
 
@@ -191,6 +256,7 @@ export function ImportPage({
 					description: r.description,
 					transactionType: r.transactionType,
 					categoryId: r.categoryId,
+					payerId: r.payerId,
 				})),
 				payerId,
 				accountId,
@@ -280,6 +346,7 @@ export function ImportPage({
 								selected={selectedRows.length}
 								duplicates={duplicateCount}
 								uncategorized={uncategorizedCount}
+								withoutPayer={withoutPayerCount}
 							/>
 
 							<GlobalFields
@@ -291,23 +358,25 @@ export function ImportPage({
 								payerId={payerId}
 								invoicePeriod={invoicePeriod}
 								onAccountCardChange={setAccountCardValue}
-								onPayerChange={setPayerId}
+								onPayerChange={handleBulkPayerChange}
 								onInvoicePeriodChange={setInvoicePeriod}
 								onBulkCategoryChange={handleBulkCategoryChange}
 							/>
 
 							<ReviewTable
 								rows={rows}
+								payerOptions={payerOptions}
 								categoryOptions={categoryOptions}
 								onToggle={toggleRow}
 								onToggleAll={toggleAll}
+								onPayerChange={handlePayerChange}
 								onCategoryChange={handleCategoryChange}
 								onDescriptionChange={handleDescriptionChange}
 								onUndoDuplicate={handleUndoDuplicate}
 							/>
 
 							{/* Sticky footer */}
-							<div className="sticky bottom-0 -mx-6 border-t bg-background px-6 py-4">
+							<div className="sticky bottom-0 -mx-6 px-6">
 								<div className="flex items-center justify-between gap-4">
 									<Button
 										variant="outline"

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

@@ -10,6 +10,7 @@ interface ImportSummaryProps {
 	selected: number;
 	duplicates: number;
 	uncategorized: number;
+	withoutPayer: number;
 }
 
 export function ImportSummary({
@@ -18,9 +19,10 @@ export function ImportSummary({
 	selected,
 	duplicates,
 	uncategorized,
+	withoutPayer,
 }: ImportSummaryProps) {
 	return (
-		<Card className="flex flex-col gap-1 p-5 text-sm bg-linear-to-br from-primary/5 to-transparent">
+		<Card className="flex flex-col gap-1 p-5 text-sm bg-primary/10 shadow-none ">
 			{/* Linha 1: título */}
 			<div className="flex items-center gap-2">
 				<span className="font-medium">{statement.source}</span>
@@ -40,8 +42,7 @@ export function ImportSummary({
 				)}
 
 				<span>
-					<span className="font-medium text-foreground">{selected}</span>/
+					{selected}/{total} selecionadas
-					{total} selecionadas
 				</span>
 
 				{duplicates > 0 && (
@@ -59,6 +60,16 @@ export function ImportSummary({
 						</span>
 					)
 				)}
+
+				{withoutPayer > 0 ? (
+					<span>{withoutPayer} sem pessoa</span>
+				) : (
+					selected > 0 && (
+						<span className="text-emerald-600 dark:text-emerald-400">
+							todas com pessoa ✓
+						</span>
+					)
+				)}
 			</div>
 		</Card>
 	);

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

@@ -2,7 +2,10 @@
 
 import { useVirtualizer } from "@tanstack/react-virtual";
 import { useRef } from "react";
-import { CategorySelectContent } from "@/features/transactions/components/select-items";
+import {
+	CategorySelectContent,
+	PayerSelectContent,
+} from "@/features/transactions/components/select-items";
 import type { SelectOption } from "@/features/transactions/components/types";
 import MoneyValues from "@/shared/components/money-values";
 import { TransactionTypeBadge } from "@/shared/components/transaction-type-badge";
@@ -31,17 +34,28 @@ import {
 import type { ImportedTransaction } from "@/shared/lib/import/types";
 import { formatDate } from "@/shared/utils/date";
 
+const categoryGroupByTransactionType: Record<
+	ImportedTransaction["transactionType"],
+	string
+> = {
+	expense: "despesa",
+	income: "receita",
+};
+
 export type ReviewRow = ImportedTransaction & {
 	selected: boolean;
 	isDuplicate: boolean;
 	categoryId: string | null;
+	payerId: string | null;
 };
 
 interface ReviewTableProps {
 	rows: ReviewRow[];
+	payerOptions: SelectOption[];
 	categoryOptions: SelectOption[];
 	onToggle: (index: number) => void;
 	onToggleAll: (selected: boolean) => void;
+	onPayerChange: (index: number, payerId: string | null) => void;
 	onCategoryChange: (index: number, categoryId: string | null) => void;
 	onDescriptionChange: (index: number, description: string) => void;
 	onUndoDuplicate: (index: number) => void;
@@ -49,9 +63,11 @@ interface ReviewTableProps {
 
 export function ReviewTable({
 	rows,
+	payerOptions,
 	categoryOptions,
 	onToggle,
 	onToggleAll,
+	onPayerChange,
 	onCategoryChange,
 	onDescriptionChange,
 	onUndoDuplicate,
@@ -97,6 +113,7 @@ export function ReviewTable({
 							</TableHead>
 							<TableHead className="w-24">Data</TableHead>
 							<TableHead>Descrição</TableHead>
+							<TableHead className="w-44">Pessoa</TableHead>
 							<TableHead className="w-44">Categoria</TableHead>
 							<TableHead className="w-20">Tipo</TableHead>
 							<TableHead className="w-28 text-right">Valor</TableHead>
@@ -106,7 +123,7 @@ export function ReviewTable({
 						{paddingTop > 0 && (
 							<TableRow>
 								<TableCell
-									colSpan={6}
+									colSpan={7}
 									style={{ height: paddingTop, padding: 0 }}
 								/>
 							</TableRow>
@@ -117,6 +134,11 @@ export function ReviewTable({
 								return null;
 							}
 							const index = virtualRow.index;
+							const categoryOptionsForRow = categoryOptions.filter(
+								(option) =>
+									option.group ===
+									categoryGroupByTransactionType[row.transactionType],
+							);
 							return (
 								<TableRow
 									key={row.externalId ?? `${row.date}-${index}`}
@@ -177,6 +199,26 @@ export function ReviewTable({
 											</div>
 										)}
 									</TableCell>
+									<TableCell>
+										<Select
+											value={row.payerId ?? ""}
+											onValueChange={(v) => onPayerChange(index, v || null)}
+										>
+											<SelectTrigger className="h-8 text-xs">
+												<SelectValue placeholder="Pessoa…" />
+											</SelectTrigger>
+											<SelectContent>
+												{payerOptions.map((opt) => (
+													<SelectItem key={opt.value} value={opt.value}>
+														<PayerSelectContent
+															label={opt.label}
+															avatarUrl={opt.avatarUrl}
+														/>
+													</SelectItem>
+												))}
+											</SelectContent>
+										</Select>
+									</TableCell>
 									<TableCell>
 										<Select
 											value={row.categoryId ?? ""}
@@ -186,7 +228,7 @@ export function ReviewTable({
 												<SelectValue placeholder="Categoria…" />
 											</SelectTrigger>
 											<SelectContent>
-												{categoryOptions.map((opt) => (
+												{categoryOptionsForRow.map((opt) => (
 													<SelectItem key={opt.value} value={opt.value}>
 														<CategorySelectContent
 															label={opt.label}
@@ -225,7 +267,7 @@ export function ReviewTable({
 						{paddingBottom > 0 && (
 							<TableRow>
 								<TableCell
-									colSpan={6}
+									colSpan={7}
 									style={{ height: paddingBottom, padding: 0 }}
 								/>
 							</TableRow>

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

@@ -63,6 +63,7 @@ interface TransactionsPageProps {
 	categoryFilterOptions: TransactionFilterOption[];
 	accountCardFilterOptions: AccountCardFilterOption[];
 	selectedPeriod: string;
+	defaultAccountId?: string | null;
 	estabelecimentos: string[];
 	allowCreate?: boolean;
 	noteAsColumn?: boolean;
@@ -96,6 +97,7 @@ export function TransactionsPage({
 	categoryFilterOptions,
 	accountCardFilterOptions,
 	selectedPeriod,
+	defaultAccountId,
 	estabelecimentos,
 	allowCreate = true,
 	noteAsColumn = false,
@@ -562,6 +564,7 @@ export function TransactionsPage({
 				categoryOptions={categoryOptions}
 				estabelecimentos={estabelecimentos}
 				defaultPeriod={selectedPeriod}
+				defaultAccountId={defaultAccountId}
 				defaultCardId={defaultCardId}
 				defaultPaymentMethod={defaultPaymentMethod}
 				lockCardSelection={lockCardSelection}
@@ -585,6 +588,7 @@ export function TransactionsPage({
 				categoryOptions={categoryOptions}
 				estabelecimentos={estabelecimentos}
 				defaultPeriod={selectedPeriod}
+				defaultAccountId={defaultAccountId}
 				defaultCardId={defaultCardId}
 				defaultPaymentMethod={defaultPaymentMethod}
 				lockCardSelection={lockCardSelection}
@@ -648,6 +652,7 @@ export function TransactionsPage({
 				estabelecimentos={estabelecimentos}
 				transaction={transactionToCopy ?? undefined}
 				defaultPeriod={selectedPeriod}
+				defaultAccountId={defaultAccountId}
 				maxSizeMb={attachmentMaxSizeMb}
 			/>
 
@@ -669,6 +674,7 @@ export function TransactionsPage({
 				estabelecimentos={estabelecimentos}
 				transaction={transactionToImport ?? undefined}
 				defaultPeriod={selectedPeriod}
+				defaultAccountId={defaultAccountId}
 				isImporting={true}
 				maxSizeMb={attachmentMaxSizeMb}
 			/>
@@ -697,6 +703,7 @@ export function TransactionsPage({
 				estabelecimentos={estabelecimentos}
 				transaction={selectedTransaction ?? undefined}
 				defaultPeriod={selectedPeriod}
+				defaultAccountId={defaultAccountId}
 				onBulkEditRequest={handleBulkEditRequest}
 				onSplitEditRequest={handleSplitEditRequest}
 				maxSizeMb={attachmentMaxSizeMb}
@@ -844,16 +851,6 @@ export function TransactionsPage({
 					onOpenChange={setAnticipationHistoryOpen}
 					seriesId={selectedForAnticipation.seriesId as string}
 					lancamentoName={selectedForAnticipation.name}
-					onViewLancamento={(transactionId) => {
-						const transaction = transactionList.find(
-							(l) => l.id === transactionId,
-						);
-						if (transaction) {
-							setSelectedTransaction(transaction);
-							setDetailsOpen(true);
-							setAnticipationHistoryOpen(false);
-						}
-					}}
 				/>
 			)}
 		</>

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

@@ -1,21 +1,15 @@
 "use client";
 
-import { RiCalendarCheckLine, RiCloseLine, RiEyeLine } from "@remixicon/react";
+import { RiCalendarCheckLine } from "@remixicon/react";
 import { format } from "date-fns";
 import { ptBR } from "date-fns/locale";
-import { useTransition } from "react";
+import type { ReactNode } from "react";
-import { toast } from "sonner";
-import { cancelInstallmentAnticipationAction } from "@/features/transactions/actions/anticipation";
 import type { InstallmentAnticipationListItem } from "@/features/transactions/hooks/use-installment-anticipations";
-import { ConfirmActionDialog } from "@/shared/components/confirm-action-dialog";
 import MoneyValues from "@/shared/components/money-values";
 import { Badge } from "@/shared/components/ui/badge";
-import { Button } from "@/shared/components/ui/button";
 import {
 	Card,
 	CardContent,
-	CardDescription,
-	CardFooter,
 	CardHeader,
 	CardTitle,
 } from "@/shared/components/ui/card";
@@ -23,174 +17,129 @@ import { displayPeriod } from "@/shared/utils/period";
 
 interface AnticipationCardProps {
 	anticipation: InstallmentAnticipationListItem;
-	onViewLancamento?: (transactionId: string) => void;
-	onCanceled?: () => void;
 }
 
-export function AnticipationCard({
+export function AnticipationCard({ anticipation }: AnticipationCardProps) {
-	anticipation,
-	onViewLancamento,
-	onCanceled,
-}: AnticipationCardProps) {
-	const [isPending, startTransition] = useTransition();
-
 	const isSettled = anticipation.transaction?.isSettled === true;
-	const canCancel = !isSettled;
+	const totalAmount = Number(anticipation.totalAmount);
+	const discount = Number(anticipation.discount);
+
+	const finalAmount =
+		totalAmount < 0 ? totalAmount + discount : totalAmount - discount;
+
+	const hasDiscount = discount > 0;
 
 	const formatDate = (date: string) => {
-		return format(new Date(date), "dd 'de' MMMM 'de' yyyy", { locale: ptBR });
+		return format(new Date(date), "dd 'de' MMMM 'de' yyyy", {
-	};
+			locale: ptBR,
-
-	const handleCancel = async () => {
-		startTransition(async () => {
-			const result = await cancelInstallmentAnticipationAction({
-				anticipationId: anticipation.id,
-			});
-
-			if (result.success) {
-				toast.success(result.message);
-				onCanceled?.();
-			} else {
-				toast.error(result.error || "Erro ao cancelar antecipação");
-			}
 		});
 	};
 
-	const handleViewLancamento = () => {
-		onViewLancamento?.(anticipation.transactionId);
-	};
-
 	return (
-		<Card>
+		<Card className="shadow-none py-2">
-			<CardHeader className="flex flex-row items-start justify-between space-y-0 pb-3">
+			<CardHeader className="space-y-3 p-4 pb-1">
-				<div className="space-y-1">
+				<div className="flex min-w-0 items-start justify-between gap-3">
-					<CardTitle className="text-base">
+					<div className="min-w-0 space-y-1">
-						{anticipation.installmentCount}{" "}
+						<CardTitle className="text-base leading-none">
-						{anticipation.installmentCount === 1
+							{anticipation.installmentCount}{" "}
-							? "parcela antecipada"
+							{anticipation.installmentCount === 1
-							: "parcelas antecipadas"}
+								? "parcela antecipada"
-					</CardTitle>
+								: "parcelas antecipadas"}
-					<CardDescription>
+						</CardTitle>
-						<RiCalendarCheckLine className="mr-1 inline size-3.5" />
+
-						{formatDate(anticipation.anticipationDate)}
+						<div className="flex items-center gap-1.5 text-xs text-muted-foreground">
-					</CardDescription>
+							<RiCalendarCheckLine className="size-3 shrink-0" />
+							<span>{formatDate(anticipation.anticipationDate)}</span>
+						</div>
+					</div>
+
+					<Badge variant="secondary" className="shrink-0 rounded-full px-3">
+						{displayPeriod(anticipation.anticipationPeriod)}
+					</Badge>
+				</div>
+
+				<div className="flex items-center justify-between gap-3 rounded-lg bg-primary/10 p-3">
+					<span className="text-xs font-medium text-foreground">
+						{hasDiscount ? "Valor Final" : "Valor Total"}
+					</span>
+
+					<span className="text-lg font-semibold leading-none text-primary">
+						<MoneyValues amount={finalAmount} />
+					</span>
 				</div>
-				<Badge variant="secondary">
-					{displayPeriod(anticipation.anticipationPeriod)}
-				</Badge>
 			</CardHeader>
 
-			<CardContent className="space-y-3">
+			<CardContent className="px-4 pb-4 pt-0">
-				<dl className="grid grid-cols-2 gap-3 text-sm">
+				<dl className="grid grid-cols-2 gap-x-6 gap-y-3 text-sm">
-					<div>
+					<DetailItem label="Valor Original">
-						<dt className="text-muted-foreground">Valor Original</dt>
+						<MoneyValues amount={totalAmount} />
-						<dd className="mt-1 font-medium">
+					</DetailItem>
-							<MoneyValues amount={Number(anticipation.totalAmount)} />
-						</dd>
-					</div>
 
-					{Number(anticipation.discount) > 0 && (
+					{hasDiscount ? (
-						<div>
+						<DetailItem label="Desconto" valueClassName="text-success">
-							<dt className="text-muted-foreground">Desconto</dt>
+							- <MoneyValues amount={discount} />
-							<dd className="mt-1 font-medium text-success">
+						</DetailItem>
-								- <MoneyValues amount={Number(anticipation.discount)} />
+					) : (
-							</dd>
+						<div />
-						</div>
 					)}
 
-					<div
+					<DetailItem label="Status">
-						className={
+						<Badge
-							Number(anticipation.discount) > 0
+							variant={isSettled ? "success" : "outline"}
-								? "col-span-2 border-t pt-3"
+							className="h-5 rounded-full px-2 text-xs"
-								: ""
+						>
-						}
+							{isSettled ? "Pago" : "Pendente"}
-					>
+						</Badge>
-						<dt className="text-muted-foreground">
+					</DetailItem>
-							{Number(anticipation.discount) > 0
-								? "Valor Final"
-								: "Valor Total"}
-						</dt>
-						<dd className="mt-1 text-lg font-semibold text-primary">
-							<MoneyValues
-								amount={
-									Number(anticipation.totalAmount) < 0
-										? Number(anticipation.totalAmount) +
-											Number(anticipation.discount)
-										: Number(anticipation.totalAmount) -
-											Number(anticipation.discount)
-								}
-							/>
-						</dd>
-					</div>
 
-					<div>
+					{anticipation.payer ? (
-						<dt className="text-muted-foreground">Status do Lançamento</dt>
+						<DetailItem label="Pessoa">{anticipation.payer.name}</DetailItem>
-						<dd className="mt-1">
+					) : (
-							<Badge variant={isSettled ? "success" : "outline"}>
+						<div />
-								{isSettled ? "Pago" : "Pendente"}
-							</Badge>
-						</dd>
-					</div>
-
-					{anticipation.payer && (
-						<div>
-							<dt className="text-muted-foreground">Pessoa</dt>
-							<dd className="mt-1 font-medium">{anticipation.payer.name}</dd>
-						</div>
 					)}
 
-					{anticipation.category && (
+					{anticipation.category ? (
-						<div>
+						<DetailItem label="Categoria">
-							<dt className="text-muted-foreground">Categoria</dt>
+							{anticipation.category.name}
-							<dd className="mt-1 font-medium">{anticipation.category.name}</dd>
+						</DetailItem>
-						</div>
+					) : null}
-					)}
 				</dl>
 
-				{anticipation.note && (
+				{anticipation.note ? (
-					<div className="rounded-lg border p-3">
+					<div className="mt-3 border-t pt-3">
-						<dt className="text-xs font-medium text-muted-foreground">
+						<p className="text-xs font-medium text-muted-foreground">
 							Observação
-						</dt>
+						</p>
-						<dd className="mt-1 text-sm">{anticipation.note}</dd>
+						<p className="mt-1 text-sm leading-snug">{anticipation.note}</p>
 					</div>
-				)}
+				) : null}
 			</CardContent>
-
-			<CardFooter className="flex flex-wrap items-center justify-between gap-2 border-t pt-4">
-				<Button
-					variant="outline"
-					size="sm"
-					onClick={handleViewLancamento}
-					disabled={isPending}
-				>
-					<RiEyeLine className="mr-2 size-4" />
-					Ver Lançamento
-				</Button>
-
-				{canCancel && (
-					<ConfirmActionDialog
-						trigger={
-							<Button variant="destructive" size="sm" disabled={isPending}>
-								<RiCloseLine className="mr-2 size-4" />
-								Cancelar Antecipação
-							</Button>
-						}
-						title="Cancelar antecipação?"
-						description="Esta ação irá reverter a antecipação e restaurar as parcelas originais. O lançamento de antecipação será removido."
-						confirmLabel="Cancelar Antecipação"
-						confirmVariant="destructive"
-						pendingLabel="Cancelando..."
-						onConfirm={handleCancel}
-					/>
-				)}
-
-				{isSettled && (
-					<div className="text-xs text-muted-foreground">
-						Não é possível cancelar uma antecipação paga
-					</div>
-				)}
-			</CardFooter>
 		</Card>
 	);
 }
+
+function DetailItem({
+	label,
+	children,
+	valueClassName,
+}: {
+	label: string;
+	children: ReactNode;
+	valueClassName?: string;
+}) {
+	return (
+		<div className="min-w-0 space-y-1">
+			<dt className="text-xs font-medium leading-none text-muted-foreground">
+				{label}
+			</dt>
+
+			<dd
+				className={`truncate text-sm font-medium leading-tight ${
+					valueClassName ?? ""
+				}`}
+			>
+				{children}
+			</dd>
+		</div>
+	);
+}

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

@@ -426,7 +426,7 @@ function buildColumns({
 				const initial = displayName.charAt(0).toUpperCase() || "?";
 				const content = (
 					<>
-						<Avatar className="size-7">
+						<Avatar className="size-8">
 							<AvatarImage src={avatarSrc} alt={`Avatar de ${label}`} />
 							<AvatarFallback className="text-xs font-medium uppercase">
 								{initial}
@@ -477,15 +477,21 @@ function buildColumns({
 				const content = (
 					<span className="inline-flex items-center gap-2">
 						{logoSrc && (
-							<Image
+							<Avatar className="size-8">
-								src={logoSrc}
+								<AvatarImage src={logoSrc} alt={`Logo de ${label}`} />
-								alt={`Logo de ${label}`}
+								<AvatarFallback className="text-xs font-medium uppercase">
-								width={30}
+									{label}
-								height={30}
+								</AvatarFallback>
-								className="rounded-full"
+							</Avatar>
-							/>
 						)}
-						<span className="truncate">{label}</span>
+						<span
+							className={cn(
+								"truncate underline-offset-2",
+								isOwnData && href && "group-hover:underline",
+							)}
+						>
+							{label}
+						</span>
 					</span>
 				);
 
@@ -503,7 +509,7 @@ function buildColumns({
 				return (
 					<Tooltip>
 						<TooltipTrigger asChild>
-							<Link href={href} className="hover:underline">
+							<Link href={href} className="group">
 								{content}
 							</Link>
 						</TooltipTrigger>
@@ -654,14 +660,14 @@ function buildColumns({
 									Editar
 								</DropdownMenuItem>
 							)}
-							{row.original.categoriaName !== "Pagamentos" &&
+							{!row.original.readonly &&
 								row.original.userId === currentUserId && (
 									<DropdownMenuItem onSelect={() => handleCopy(row.original)}>
 										<RiFileCopyLine className="size-4" />
 										Copiar
 									</DropdownMenuItem>
 								)}
-							{row.original.categoriaName !== "Pagamentos" &&
+							{!row.original.readonly &&
 								row.original.userId !== currentUserId && (
 									<DropdownMenuItem onSelect={() => handleImport(row.original)}>
 										<RiFileCopyLine className="size-4" />

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

@@ -23,12 +23,17 @@ import {
 import {
 	AMOUNT_MAX_PARAM,
 	AMOUNT_MIN_PARAM,
+	DATE_END_PARAM,
+	DATE_START_PARAM,
 	PAYMENT_METHODS,
 	SETTLED_FILTER_VALUES,
 	TRANSACTION_CONDITIONS,
 	TRANSACTION_TYPES,
 } from "@/features/transactions/lib/constants";
-import { parsePositiveAmount } from "@/features/transactions/lib/page-helpers";
+import {
+	parseDateFilterParam,
+	parsePositiveAmount,
+} from "@/features/transactions/lib/page-helpers";
 import { Button } from "@/shared/components/ui/button";
 import { Checkbox } from "@/shared/components/ui/checkbox";
 import {
@@ -39,6 +44,7 @@ import {
 	CommandItem,
 	CommandList,
 } from "@/shared/components/ui/command";
+import { DatePicker } from "@/shared/components/ui/date-picker";
 import {
 	Drawer,
 	DrawerContent,
@@ -60,7 +66,12 @@ import {
 	SelectItem,
 	SelectTrigger,
 } from "@/shared/components/ui/select";
+import { Separator } from "@/shared/components/ui/separator";
 import { Switch } from "@/shared/components/ui/switch";
+import {
+	ToggleGroup,
+	ToggleGroupItem,
+} from "@/shared/components/ui/toggle-group";
 import { slugify } from "@/shared/utils/string";
 import { cn } from "@/shared/utils/ui";
 import {
@@ -83,6 +94,9 @@ const normalizeAmountParam = (raw: string): string | null => {
 	return parsed === null ? null : parsed.toString();
 };
 
+const normalizeDateParam = (raw: string): string | null =>
+	parseDateFilterParam(raw.trim());
+
 function useDebouncedAmountFilter(
 	param: string,
 	searchParams: URLSearchParams | ReadonlyURLSearchParams,
@@ -135,6 +149,7 @@ function FilterSelect({
 		value === FILTER_EMPTY_VALUE
 			? placeholder
 			: (current?.label ?? placeholder);
+	const hasSelection = value !== FILTER_EMPTY_VALUE && Boolean(current);
 
 	return (
 		<Select
@@ -148,8 +163,13 @@ function FilterSelect({
 				className={cn("text-sm border-dashed", widthClass)}
 				disabled={disabled}
 			>
-				<span className="truncate">
+				<span
-					{value !== FILTER_EMPTY_VALUE && current && renderContent
+					className={cn(
+						"truncate",
+						hasSelection ? "text-foreground" : "text-muted-foreground",
+					)}
+				>
+					{current && renderContent
 						? renderContent(current.label)
 						: displayLabel}
 				</span>
@@ -255,12 +275,19 @@ function MultiSelectFilter({
 					role="combobox"
 					aria-expanded={open}
 					className={cn(
-						"justify-between text-sm border-dashed font-normal",
+						"justify-between text-sm border-dashed font-normal shadow-none",
 						widthClass,
 					)}
 					disabled={disabled}
 				>
-					<span className="truncate flex items-center gap-2">
+					<span
+						className={cn(
+							"truncate flex items-center gap-2",
+							selectedOptions.length > 0
+								? "text-foreground"
+								: "text-muted-foreground",
+						)}
+					>
 						{triggerLabel}
 					</span>
 					<RiExpandUpDownLine className="ml-2 size-4 shrink-0 opacity-50" />
@@ -392,6 +419,13 @@ export function TransactionsFilters({
 		[searchParams, pathname, router],
 	);
 
+	const handleDateFilterChange = useCallback(
+		(key: string, value: string) => {
+			handleFilterChange(key, normalizeDateParam(value));
+		},
+		[handleFilterChange],
+	);
+
 	const [searchValue, setSearchValue] = useState(searchParams.get("q") ?? "");
 	const currentSearchParam = searchParams.get("q") ?? "";
 
@@ -509,25 +543,46 @@ export function TransactionsFilters({
 	);
 
 	const [drawerOpen, setDrawerOpen] = useState(false);
-
+	const hasDateRangeFilter =
-	const hasActiveFilters =
+		Boolean(searchParams.get(DATE_START_PARAM)) ||
-		searchParams.get("type") ||
+		Boolean(searchParams.get(DATE_END_PARAM));
-		searchParams.getAll("condition").length > 0 ||
+	const hasAmountFilter =
-		searchParams.getAll("payment").length > 0 ||
+		Boolean(searchParams.get(AMOUNT_MIN_PARAM)) ||
-		searchParams.getAll("payer").length > 0 ||
+		Boolean(searchParams.get(AMOUNT_MAX_PARAM));
-		searchParams.getAll("category").length > 0 ||
+	const activeFilterCount = [
-		searchParams.getAll("accountCard").length > 0 ||
+		Boolean(searchParams.get("type")),
-		searchParams.get("settled") ||
+		searchParams.getAll("condition").length > 0,
-		searchParams.get("hasAttachment") ||
+		searchParams.getAll("payment").length > 0,
-		searchParams.get("isDivided") ||
+		searchParams.getAll("payer").length > 0,
-		searchParams.get(AMOUNT_MIN_PARAM) ||
+		searchParams.getAll("category").length > 0,
-		searchParams.get(AMOUNT_MAX_PARAM);
+		searchParams.getAll("accountCard").length > 0,
+		Boolean(searchParams.get("settled")),
+		Boolean(searchParams.get("hasAttachment")),
+		Boolean(searchParams.get("isDivided")),
+		hasAmountFilter,
+		hasDateRangeFilter,
+	].filter(Boolean).length;
+	const hasActiveFilters = activeFilterCount > 0;
+	const settledFilterValue = searchParams.get("settled") ?? FILTER_EMPTY_VALUE;
 
 	const handleResetFilters = () => {
 		handleReset();
 		setDrawerOpen(false);
 	};
 
+	const handleResetDateRange = () => {
+		const nextParams = new URLSearchParams(searchParams.toString());
+		nextParams.delete(DATE_START_PARAM);
+		nextParams.delete(DATE_END_PARAM);
+		nextParams.delete("page");
+		startTransition(() => {
+			const target = nextParams.toString()
+				? `${pathname}?${nextParams.toString()}`
+				: pathname;
+			router.replace(target, { scroll: false });
+		});
+	};
+
 	return (
 		<div
 			className={cn(
@@ -607,182 +662,234 @@ export function TransactionsFilters({
 							</DrawerHeader>
 
 							<div className="flex-1 overflow-y-auto px-4 space-y-4">
-								<div className="space-y-2">
+								<div>
-									<label className="text-sm font-medium">
+									<div className="grid gap-3 sm:grid-cols-2">
-										Tipo de Lançamento
+										<div className="space-y-1.5">
-									</label>
+											<label className="text-xs font-medium text-muted-foreground">
-									<FilterSelect
+												Tipo de lançamento
-										param="type"
+											</label>
-										placeholder="Todos"
+											<FilterSelect
-										options={TRANSACTION_TYPES.map((v) => ({
+												param="type"
-											value: slugify(v),
+												placeholder="Todos"
-											label: v,
+												options={TRANSACTION_TYPES.map((v) => ({
-										}))}
+													value: slugify(v),
-										widthClass="w-full border-dashed"
+													label: v,
-										disabled={isPending}
+												}))}
-										getParamValue={getParamValue}
+												widthClass="w-full border-dashed"
-										onChange={handleFilterChange}
+												disabled={isPending}
-										renderContent={(label) => (
+												getParamValue={getParamValue}
-											<TransactionTypeSelectContent label={label} />
+												onChange={handleFilterChange}
-										)}
+												renderContent={(label) => (
-									/>
+													<TransactionTypeSelectContent label={label} />
-								</div>
+												)}
+											/>
+										</div>
 
-								<div className="space-y-2">
+										<div className="space-y-1.5">
-									<label className="text-sm font-medium">
+											<label className="text-xs font-medium text-muted-foreground">
-										Condição de Lançamento
+												Condição de pagamento
-									</label>
+											</label>
-									<MultiSelectFilter
+											<MultiSelectFilter
-										placeholder="Todas"
+												placeholder="Todas"
-										options={conditionOptions}
+												options={conditionOptions}
-										selected={getParamValues("condition")}
+												selected={getParamValues("condition")}
-										onChange={(values) =>
+												onChange={(values) =>
-											handleMultiFilterChange("condition", values)
+													handleMultiFilterChange("condition", values)
-										}
+												}
-										disabled={isPending}
+												disabled={isPending}
-									/>
+											/>
-								</div>
+										</div>
 
-								<div className="space-y-2">
+										<div className="space-y-1.5">
-									<label className="text-sm font-medium">
+											<label className="text-xs font-medium text-muted-foreground">
-										Forma de Pagamento
+												Forma de pagamento
-									</label>
+											</label>
-									<MultiSelectFilter
+											<MultiSelectFilter
-										placeholder="Todas"
+												placeholder="Todas"
-										options={paymentOptions}
+												options={paymentOptions}
-										selected={getParamValues("payment")}
+												selected={getParamValues("payment")}
-										onChange={(values) =>
+												onChange={(values) =>
-											handleMultiFilterChange("payment", values)
+													handleMultiFilterChange("payment", values)
-										}
+												}
-										disabled={isPending}
+												disabled={isPending}
-									/>
+											/>
-								</div>
+										</div>
 
-								<div className="space-y-2">
+										<div className="space-y-1.5">
-									<label className="text-sm font-medium">Pessoa</label>
+											<label className="text-xs font-medium text-muted-foreground">
-									<MultiSelectFilter
+												Pessoa
-										placeholder="Todas"
+											</label>
-										options={payerMultiOptions}
+											<MultiSelectFilter
-										selected={getParamValues("payer")}
+												placeholder="Todas"
-										onChange={(values) =>
+												options={payerMultiOptions}
-											handleMultiFilterChange("payer", values)
+												selected={getParamValues("payer")}
-										}
+												onChange={(values) =>
-										disabled={isPending}
+													handleMultiFilterChange("payer", values)
-										searchable
+												}
-										searchPlaceholder="Buscar pessoa..."
+												disabled={isPending}
-									/>
+												searchable
-								</div>
+												searchPlaceholder="Buscar pessoa..."
+											/>
+										</div>
 
-								<div className="space-y-2">
+										<div className="space-y-1.5">
-									<label className="text-sm font-medium">Categoria</label>
+											<label className="text-xs font-medium text-muted-foreground">
-									<MultiSelectFilter
+												Categoria
-										placeholder="Todas"
+											</label>
-										options={categoryMultiOptions}
+											<MultiSelectFilter
-										selected={getParamValues("category")}
+												placeholder="Todas"
-										onChange={(values) =>
+												options={categoryMultiOptions}
-											handleMultiFilterChange("category", values)
+												selected={getParamValues("category")}
-										}
+												onChange={(values) =>
-										disabled={isPending}
+													handleMultiFilterChange("category", values)
-										searchable
+												}
-										searchPlaceholder="Buscar categoria..."
+												disabled={isPending}
-									/>
+												searchable
-								</div>
+												searchPlaceholder="Buscar categoria..."
+											/>
+										</div>
 
-								<div className="space-y-2">
+										<div className="space-y-1.5">
-									<label className="text-sm font-medium">Conta/Cartão</label>
+											<label className="text-xs font-medium text-muted-foreground">
-									<MultiSelectFilter
+												Conta/Cartão
-										placeholder="Todos"
+											</label>
-										options={accountCardMultiOptions}
+											<MultiSelectFilter
-										selected={getParamValues("accountCard")}
+												placeholder="Todos"
-										onChange={(values) =>
+												options={accountCardMultiOptions}
-											handleMultiFilterChange("accountCard", values)
+												selected={getParamValues("accountCard")}
-										}
+												onChange={(values) =>
-										disabled={isPending}
+													handleMultiFilterChange("accountCard", values)
-										searchable
+												}
-										searchPlaceholder="Buscar conta ou cartão..."
+												disabled={isPending}
-										groupOrder={["Contas", "Cartões"]}
+												searchable
-									/>
+												searchPlaceholder="Buscar conta ou cartão..."
-								</div>
+												groupOrder={["Contas", "Cartões"]}
-
+											/>
-								<div className="space-y-2">
+										</div>
-									<label className="text-sm font-medium">Faixa de valor</label>
-									<div className="flex items-center gap-2">
-										<Input
-											type="number"
-											inputMode="decimal"
-											min="0"
-											step="0.01"
-											placeholder="Mínimo"
-											aria-label="Valor mínimo"
-											value={valorMinValue}
-											onChange={(event) => setValorMinValue(event.target.value)}
-											disabled={isPending}
-											className="text-sm border-dashed"
-										/>
-										<span className="text-xs text-muted-foreground">até</span>
-										<Input
-											type="number"
-											inputMode="decimal"
-											min="0"
-											step="0.01"
-											placeholder="Máximo"
-											aria-label="Valor máximo"
-											value={valorMaxValue}
-											onChange={(event) => setValorMaxValue(event.target.value)}
-											disabled={isPending}
-											className="text-sm border-dashed"
-										/>
 									</div>
 								</div>
 
+								<Separator />
+
 								<div className="space-y-3">
-									<p className="text-sm font-medium">Status</p>
+									<div className="space-y-2">
-									<div className="space-y-3">
+										<div className="flex items-center justify-between gap-2">
-										<div className="flex items-center justify-between">
+											<label className="text-xs font-medium text-muted-foreground">
-											<label
+												Período
-												htmlFor="filter-pago"
-												className="text-sm text-muted-foreground cursor-pointer"
-											>
-												Somente pagos
 											</label>
-											<Switch
+											{hasDateRangeFilter ? (
-												id="filter-pago"
+												<button
-												checked={
+													type="button"
-													searchParams.get("settled") ===
+													onClick={handleResetDateRange}
-													SETTLED_FILTER_VALUES.PAID
+													disabled={isPending}
-												}
+													className="text-xs text-muted-foreground underline-offset-2 hover:text-foreground hover:underline disabled:pointer-events-none disabled:opacity-50"
-												disabled={isPending}
+												>
-												onCheckedChange={(checked) => {
+													Limpar período
-													handleFilterChange(
+												</button>
-														"settled",
+											) : null}
-														checked ? SETTLED_FILTER_VALUES.PAID : null,
-													);
-												}}
-											/>
 										</div>
-										<div className="flex items-center justify-between">
+										<div className="grid gap-2 sm:grid-cols-[1fr_auto_1fr] sm:items-center">
-											<label
+											<DatePicker
-												htmlFor="filter-nao-pago"
+												value={searchParams.get(DATE_START_PARAM) ?? ""}
-												className="text-sm text-muted-foreground cursor-pointer"
+												onChange={(value) =>
-											>
+													handleDateFilterChange(DATE_START_PARAM, value)
-												Somente não pagos
-											</label>
-											<Switch
-												id="filter-nao-pago"
-												checked={
-													searchParams.get("settled") ===
-													SETTLED_FILTER_VALUES.UNPAID
 												}
+												placeholder="Data inicial"
 												disabled={isPending}
-												onCheckedChange={(checked) => {
+												inputClassName="border-dashed"
-													handleFilterChange(
+												compact
-														"settled",
+											/>
-														checked ? SETTLED_FILTER_VALUES.UNPAID : null,
+											<span className="hidden text-xs text-muted-foreground sm:block">
-													);
+												até
-												}}
+											</span>
+											<DatePicker
+												value={searchParams.get(DATE_END_PARAM) ?? ""}
+												onChange={(value) =>
+													handleDateFilterChange(DATE_END_PARAM, value)
+												}
+												placeholder="Data final"
+												disabled={isPending}
+												inputClassName="border-dashed"
+												compact
 											/>
 										</div>
 									</div>
+
+									<div className="space-y-2">
+										<label className="text-xs font-medium text-muted-foreground">
+											Faixa de valor
+										</label>
+										<div className="flex items-center gap-2">
+											<Input
+												type="number"
+												inputMode="decimal"
+												min="0"
+												step="0.01"
+												placeholder="Mínimo"
+												aria-label="Valor mínimo"
+												value={valorMinValue}
+												onChange={(event) =>
+													setValorMinValue(event.target.value)
+												}
+												disabled={isPending}
+												className="text-sm border-dashed"
+											/>
+											<span className="text-xs text-muted-foreground">até</span>
+											<Input
+												type="number"
+												inputMode="decimal"
+												min="0"
+												step="0.01"
+												placeholder="Máximo"
+												aria-label="Valor máximo"
+												value={valorMaxValue}
+												onChange={(event) =>
+													setValorMaxValue(event.target.value)
+												}
+												disabled={isPending}
+												className="text-sm border-dashed"
+											/>
+										</div>
+									</div>
+								</div>
+
+								<Separator />
+
+								<div className="space-y-3">
+									<ToggleGroup
+										type="single"
+										value={settledFilterValue}
+										onValueChange={(value) => {
+											if (!value) return;
+											handleFilterChange(
+												"settled",
+												value === FILTER_EMPTY_VALUE ? null : value,
+											);
+										}}
+										variant="outline"
+										size="sm"
+										className="grid w-full grid-cols-3 rounded-md bg-muted/30 p-0.5"
+										aria-label="Status de pagamento"
+									>
+										<ToggleGroupItem
+											value={FILTER_EMPTY_VALUE}
+											className="text-xs font-medium transition-all data-[state=on]:border-foreground data-[state=on]:bg-foreground data-[state=on]:text-background data-[state=on]:shadow-sm"
+										>
+											Todos
+										</ToggleGroupItem>
+										<ToggleGroupItem
+											value={SETTLED_FILTER_VALUES.PAID}
+											className="text-xs font-medium transition-all data-[state=on]:border-foreground data-[state=on]:bg-foreground data-[state=on]:text-background data-[state=on]:shadow-sm"
+										>
+											Pagos
+										</ToggleGroupItem>
+										<ToggleGroupItem
+											value={SETTLED_FILTER_VALUES.UNPAID}
+											className="text-xs font-medium transition-all data-[state=on]:border-foreground data-[state=on]:bg-foreground data-[state=on]:text-background data-[state=on]:shadow-sm"
+										>
+											Não pagos
+										</ToggleGroupItem>
+									</ToggleGroup>
 								</div>
 
 								<div className="flex items-center justify-between">
@@ -824,14 +931,27 @@ export function TransactionsFilters({
 							</div>
 
 							<DrawerFooter>
-								<Button
+								<div className="flex items-center justify-between gap-3 rounded-md border border-dashed px-3 py-2">
-									type="button"
+									<span className="text-xs text-muted-foreground">
-									variant="outline"
+										{hasActiveFilters
-									onClick={handleResetFilters}
+											? `${activeFilterCount} ${
-									disabled={isPending || !hasActiveFilters}
+													activeFilterCount === 1
-								>
+														? "filtro ativo"
-									Limpar filtros
+														: "filtros ativos"
-								</Button>
+												}`
+											: "Nenhum filtro ativo"}
+									</span>
+									<Button
+										type="button"
+										variant="ghost"
+										size="sm"
+										onClick={handleResetFilters}
+										disabled={isPending || !hasActiveFilters}
+										className="h-7 px-2 text-xs text-muted-foreground hover:text-foreground"
+									>
+										Limpar
+									</Button>
+								</div>
 							</DrawerFooter>
 						</DrawerContent>
 					</Drawer>

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

@@ -174,7 +174,7 @@ export function TransactionsTable({
 			: getPaginationRowModel(),
 		manualPagination: isServerPaginated,
 		pageCount: serverPagination?.totalPages,
-		enableRowSelection: true,
+		enableRowSelection: (row) => !row.original.readonly,
 	});
 
 	const rowModel = table.getRowModel();

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

@@ -43,15 +43,34 @@ const loadPdfDeps = async () => {
 	return { jsPDF, autoTable };
 };
 
+const formatPeriodDate = (dateString: string) =>
+	formatDateOnly(dateString, {
+		day: "2-digit",
+		month: "2-digit",
+		year: "numeric",
+	}) ?? dateString;
+
 export function TransactionsExport({
 	lancamentos,
 	period,
 	exportContext,
 }: TransactionsExportProps) {
 	const [isExporting, setIsExporting] = useState(false);
+	const dateStartFilter = exportContext?.filters.dateStartFilter ?? null;
+	const dateEndFilter = exportContext?.filters.dateEndFilter ?? null;
+	const periodLabel =
+		dateStartFilter || dateEndFilter
+			? `${dateStartFilter ? formatPeriodDate(dateStartFilter) : "Início"} até ${
+					dateEndFilter ? formatPeriodDate(dateEndFilter) : "hoje"
+				}`
+			: displayPeriod(period);
+	const filePeriodSlug =
+		dateStartFilter || dateEndFilter
+			? `${dateStartFilter ?? "inicio"}-${dateEndFilter ?? "hoje"}`
+			: period;
 
 	const getFileName = (extension: string) => {
-		return `lancamentos-${period}.${extension}`;
+		return `lancamentos-${filePeriodSlug}.${extension}`;
 	};
 
 	const formatDate = (dateString: string) => {
@@ -251,7 +270,7 @@ export function TransactionsExport({
 			doc.text("Lançamentos", titleX, 15);
 
 			doc.setFontSize(10);
-			doc.text(`Período: ${displayPeriod(period)}`, titleX, 22);
+			doc.text(`Período: ${periodLabel}`, titleX, 22);
 			doc.text(
 				`Gerado em: ${
 					formatDateTime(new Date(), {

src/features/transactions/lib/constants.ts

@@ -33,3 +33,5 @@ export const SETTLED_FILTER_VALUES = {
 
 export const AMOUNT_MIN_PARAM = "valorMin";
 export const AMOUNT_MAX_PARAM = "valorMax";
+export const DATE_START_PARAM = "dataInicio";
+export const DATE_END_PARAM = "dataFim";

src/features/transactions/lib/export-types.ts

@@ -11,6 +11,8 @@ type TransactionExportFilters = {
 	dividedFilter: string | null;
 	amountMinFilter: number | null;
 	amountMaxFilter: number | null;
+	dateStartFilter: string | null;
+	dateEndFilter: string | null;
 };
 
 export type TransactionsExportContext = {

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

@@ -80,6 +80,7 @@ export type TransactionFormState = {
 	cardId: string | undefined;
 	categoryId: string | undefined;
 	installmentCount: string;
+	startInstallment: string;
 	recurrenceCount: string;
 	dueDate: string;
 	boletoPaymentDate: string;
@@ -92,6 +93,7 @@ export type TransactionFormState = {
  */
 type TransactionFormOverrides = {
 	defaultCardId?: string | null;
+	defaultAccountId?: string | null;
 	defaultPaymentMethod?: string | null;
 	defaultPurchaseDate?: string | null;
 	defaultName?: string | null;
@@ -178,7 +180,9 @@ export function buildTransactionInitialState(
 				? undefined
 				: isImporting
 					? undefined
-					: (transaction?.accountId ?? undefined),
+					: (transaction?.accountId ??
+						overrides?.defaultAccountId ??
+						undefined),
 		cardId:
 			paymentMethod === "Cartão de crédito"
 				? isImporting
@@ -191,6 +195,12 @@ export function buildTransactionInitialState(
 		installmentCount: transaction?.installmentCount
 			? String(transaction.installmentCount)
 			: "",
+		startInstallment:
+			isImporting &&
+			transaction?.condition === "Parcelado" &&
+			transaction.currentInstallment
+				? String(transaction.currentInstallment)
+				: "1",
 		recurrenceCount: transaction?.recurrenceCount
 			? String(transaction.recurrenceCount)
 			: "",
@@ -252,12 +262,25 @@ export function applyFieldDependencies(
 	if (key === "condition" && typeof value === "string") {
 		if (value !== "Parcelado") {
 			updates.installmentCount = "";
+			updates.startInstallment = "1";
 		}
 		if (value !== "Recorrente") {
 			updates.recurrenceCount = "";
 		}
 	}
 
+	if (key === "installmentCount" && typeof value === "string" && value) {
+		const nextCount = Number.parseInt(value, 10);
+		const currentStart = Number.parseInt(currentState.startInstallment, 10);
+		if (
+			!Number.isNaN(nextCount) &&
+			!Number.isNaN(currentStart) &&
+			currentStart > nextCount
+		) {
+			updates.startInstallment = String(nextCount);
+		}
+	}
+
 	// When payment method changes, adjust related fields
 	if (key === "paymentMethod" && typeof value === "string") {
 		if (value === "Cartão de crédito") {

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

@@ -22,17 +22,25 @@ import type { SelectOption } from "@/features/transactions/components/types";
 import {
 	AMOUNT_MAX_PARAM,
 	AMOUNT_MIN_PARAM,
+	DATE_END_PARAM,
+	DATE_START_PARAM,
 	PAYMENT_METHODS,
 	SETTLED_FILTER_VALUES,
 	TRANSACTION_CONDITIONS,
 	TRANSACTION_TYPES,
 } from "@/features/transactions/lib/constants";
-import { ACCOUNT_AUTO_INVOICE_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
+import {
+	ACCOUNT_AUTO_INVOICE_NOTE_PREFIX,
+	INITIAL_BALANCE_CONDITION,
+	INITIAL_BALANCE_NOTE,
+	INITIAL_BALANCE_PAYMENT_METHOD,
+	INITIAL_BALANCE_TRANSACTION_TYPE,
+} from "@/shared/lib/accounts/constants";
 import {
 	PAYER_ROLE_ADMIN,
 	PAYER_ROLE_THIRD_PARTY,
 } from "@/shared/lib/payers/constants";
-import { toDateOnlyString } from "@/shared/utils/date";
+import { parseLocalDateString, toDateOnlyString } from "@/shared/utils/date";
 import { slugify } from "@/shared/utils/string";
 
 type PayerRow = typeof payers.$inferSelect;
@@ -60,6 +68,8 @@ export type TransactionSearchFilters = {
 	dividedFilter: string | null;
 	amountMinFilter: number | null;
 	amountMaxFilter: number | null;
+	dateStartFilter: string | null;
+	dateEndFilter: string | null;
 };
 
 type BaseSluggedOption = {
@@ -156,6 +166,14 @@ export const parsePositiveAmount = (value: string | null): number | null => {
 	return Math.round(normalized * 100) / 100;
 };
 
+export const parseDateFilterParam = (value: string | null): string | null => {
+	if (!value) return null;
+	const normalized = value.trim();
+	if (!/^\d{4}-\d{2}-\d{2}$/.test(normalized)) return null;
+	const parsed = parseLocalDateString(normalized);
+	return Number.isNaN(parsed.getTime()) ? null : normalized;
+};
+
 export const extractTransactionSearchFilters = (
 	params: ResolvedSearchParams,
 ): TransactionSearchFilters => ({
@@ -175,6 +193,10 @@ export const extractTransactionSearchFilters = (
 	amountMaxFilter: parsePositiveAmount(
 		getSingleParam(params, AMOUNT_MAX_PARAM),
 	),
+	dateStartFilter: parseDateFilterParam(
+		getSingleParam(params, DATE_START_PARAM),
+	),
+	dateEndFilter: parseDateFilterParam(getSingleParam(params, DATE_END_PARAM)),
 });
 
 export const resolveTransactionPagination = (
@@ -371,10 +393,29 @@ export const buildTransactionWhere = ({
 	accountId?: string;
 	payerId?: string;
 }): SQL[] => {
-	const where: SQL[] = [
+	const where: SQL[] = [eq(transactions.userId, userId)];
-		eq(transactions.userId, userId),
+
-		eq(transactions.period, period),
+	if (filters.dateStartFilter || filters.dateEndFilter) {
-	];
+		if (filters.dateStartFilter) {
+			where.push(
+				gte(
+					transactions.purchaseDate,
+					parseLocalDateString(filters.dateStartFilter),
+				),
+			);
+		}
+
+		if (filters.dateEndFilter) {
+			where.push(
+				lte(
+					transactions.purchaseDate,
+					parseLocalDateString(filters.dateEndFilter),
+				),
+			);
+		}
+	} else {
+		where.push(eq(transactions.period, period));
+	}
 
 	if (payerId) {
 		where.push(eq(transactions.payerId, payerId));
@@ -551,8 +592,10 @@ export const mapTransactionsData = (rows: TransactionRowWithRelations[]) =>
 		hasAttachments: item.hasAttachments ?? false,
 		readonly:
 			Boolean(item.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) ||
-			item.category?.name === "Saldo inicial" ||
+			(item.note === INITIAL_BALANCE_NOTE &&
-			item.category?.name === "Pagamentos",
+				item.transactionType === INITIAL_BALANCE_TRANSACTION_TYPE &&
+				item.condition === INITIAL_BALANCE_CONDITION &&
+				item.paymentMethod === INITIAL_BALANCE_PAYMENT_METHOD),
 	}));
 
 const sortByLabel = <T extends { label: string }>(items: T[]) =>

src/proxy.ts

@@ -1,5 +1,6 @@
 import { type NextRequest, NextResponse } from "next/server";
 import { auth } from "@/shared/lib/auth/config";
+import { isSignupDisabled } from "@/shared/lib/auth/signup";
 
 // Rotas protegidas que requerem autenticação
 const PROTECTED_ROUTES = [
@@ -85,6 +86,22 @@ export default async function proxy(request: NextRequest) {
 	});
 
 	const isAuthenticated = !!session?.user;
+	const signupDisabled = isSignupDisabled();
+
+	if (signupDisabled) {
+		if (pathname === "/signup" || pathname.startsWith("/signup/")) {
+			return NextResponse.redirect(
+				new URL(isAuthenticated ? "/dashboard" : "/login", request.url),
+			);
+		}
+
+		if (pathname.startsWith("/api/auth/sign-up")) {
+			return NextResponse.json(
+				{ error: "Novos cadastros estão desativados." },
+				{ status: 403 },
+			);
+		}
+	}
 
 	// Redirect authenticated users away from login/signup pages
 	if (isAuthenticated && PUBLIC_AUTH_ROUTES.includes(pathname)) {

src/shared/components/logo-picker/logo-picker.tsx

@@ -10,7 +10,11 @@ import {
 	DialogTitle,
 } from "@/shared/components/ui/dialog";
 import { Input } from "@/shared/components/ui/input";
-import { deriveNameFromLogo, resolveLogoSrc } from "@/shared/lib/logo";
+import {
+	getLogoDisplayName,
+	normalizeForSearch,
+	resolveLogoSrc,
+} from "@/shared/lib/logo";
 import { cn } from "@/shared/utils/ui";
 
 const DEFAULT_BASE_PATH = "/logos";
@@ -35,7 +39,7 @@ export function LogoPickerTrigger({
 	className,
 }: LogoPickerTriggerProps) {
 	const hasLogo = Boolean(selectedLogo);
-	const selectedLogoLabel = deriveNameFromLogo(selectedLogo);
+	const selectedLogoLabel = getLogoDisplayName(selectedLogo);
 	const selectedLogoPath =
 		hasLogo && selectedLogo ? resolveLogoSrc(selectedLogo, { basePath }) : null;
 
@@ -102,8 +106,8 @@ export function LogoPickerDialog({
 
 	const filteredLogos = logos.filter((logo) => {
 		if (!search.trim()) return true;
-		const logoLabel = deriveNameFromLogo(logo).toLowerCase();
+		const logoLabel = getLogoDisplayName(logo);
-		return logoLabel.includes(search.toLowerCase().trim());
+		return normalizeForSearch(logoLabel).includes(normalizeForSearch(search));
 	});
 
 	const handleOpenChange = (isOpen: boolean) => {
@@ -145,7 +149,7 @@ export function LogoPickerDialog({
 					<div className="grid max-h-custom-height-card grid-cols-4 gap-2 overflow-y-auto p-1 md:grid-cols-5">
 						{filteredLogos.map((logo) => {
 							const isActive = value === logo;
-							const logoLabel = deriveNameFromLogo(logo);
+							const logoLabel = getLogoDisplayName(logo);
 
 							return (
 								<button

src/shared/components/logo-picker/use-logo-selection.ts

@@ -1,5 +1,5 @@
 import { useCallback } from "react";
-import { deriveNameFromLogo } from "@/shared/lib/logo";
+import { getLogoDisplayName } from "@/shared/lib/logo";
 
 interface UseLogoSelectionProps {
 	mode: "create" | "update";
@@ -37,8 +37,8 @@ export function useLogoSelection({
 }: UseLogoSelectionProps) {
 	const handleLogoSelection = useCallback(
 		(newLogo: string) => {
-			const derived = deriveNameFromLogo(newLogo);
+			const derived = getLogoDisplayName(newLogo);
-			const previousDerived = deriveNameFromLogo(currentLogo);
+			const previousDerived = getLogoDisplayName(currentLogo);
 
 			const shouldUpdateName =
 				mode === "create" ||

src/shared/components/navigation/navbar/notification-bell/notification-bell-trigger.tsx

@@ -36,9 +36,6 @@ export function NotificationBellTrigger({
 							"group relative shadow-none transition-all duration-200",
 							"hover:border-black/20 hover:bg-black/10 hover:text-black focus-visible:ring-2 focus-visible:ring-black/20 dark:hover:border-white/20 dark:hover:bg-white/10 dark:hover:text-white dark:focus-visible:ring-white/20",
 							"data-[state=open]:bg-black/10 data-[state=open]:text-black dark:data-[state=open]:bg-white/10 dark:data-[state=open]:text-white",
-							hasAnySourceItems
-								? "text-black dark:text-white"
-								: "text-black/75 dark:text-white/75",
 						)}
 					>
 						<RiNotification2Line
@@ -55,7 +52,7 @@ export function NotificationBellTrigger({
 								>
 									{displayCount}
 								</span>
-								<span className="absolute -right-1.5 -top-1.5 size-5 animate-ping rounded-full bg-destructive/5 [animation-iteration-count:3]" />
+								<span className="absolute -right-1.5 -top-1.5 size-5 animate-ping rounded-full bg-destructive/5 repeat-3" />
 							</>
 						) : null}
 					</button>

src/shared/components/ui/calendar.tsx

@@ -87,7 +87,7 @@ function Calendar({
 						: "rounded-md pl-2 pr-1 flex items-center gap-1 text-sm h-8 [&>svg]:text-muted-foreground [&>svg]:size-3.5",
 					defaultClassNames.caption_label,
 				),
-				table: "w-full border-collapse",
+				month_grid: "w-full border-collapse",
 				weekdays: cn("flex", defaultClassNames.weekdays),
 				weekday: cn(
 					"text-muted-foreground rounded-md flex-1 font-normal text-xs select-none",

src/shared/components/ui/card.tsx

@@ -7,7 +7,7 @@ function Card({ className, ...props }: React.ComponentProps<"div">) {
 		<div
 			data-slot="card"
 			className={cn(
-				"bg-card text-card-foreground flex flex-col gap-4 border border-transparent shadow-sm dark:border-border py-6 rounded-lg hover:border-primary/50 transition-colors duration-200",
+				"bg-card text-card-foreground flex flex-col gap-4 border border-transparent shadow-xs dark:border-border py-6 rounded-lg hover:border-primary/50 transition-colors duration-200",
 				className,
 			)}
 			{...props}

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

@@ -75,6 +75,7 @@ export interface DatePickerProps {
 	required?: boolean;
 	disabled?: boolean;
 	className?: string;
+	inputClassName?: string;
 	/** Show compact format like "10 mar" instead of "10 de março de 2025" */
 	compact?: boolean;
 }
@@ -87,6 +88,7 @@ export function DatePicker({
 	required = false,
 	disabled = false,
 	className,
+	inputClassName,
 	compact = false,
 }: DatePickerProps) {
 	const [open, setOpen] = React.useState(false);
@@ -140,7 +142,7 @@ export function DatePicker({
 				id={id}
 				value={displayValue}
 				placeholder={placeholder}
-				className="bg-background pr-10"
+				className={cn("bg-background pr-10", inputClassName)}
 				onChange={handleInputChange}
 				onKeyDown={handleInputKeyDown}
 				required={required}
@@ -172,8 +174,8 @@ export function DatePicker({
 						month={month}
 						onMonthChange={setMonth}
 						onSelect={handleCalendarSelect}
-						fromYear={2020}
+						startMonth={new Date(2020, 0)}
-						toYear={new Date().getFullYear() + 10}
+						endMonth={new Date(new Date().getFullYear() + 10, 11)}
 						locale={ptBR}
 					/>
 				</PopoverContent>

src/shared/components/ui/separator.tsx

@@ -17,7 +17,7 @@ function Separator({
 			decorative={decorative}
 			orientation={orientation}
 			className={cn(
-				"bg-border shrink-0 data-[orientation=horizontal]:h-px data-[orientation=horizontal]:w-full data-[orientation=vertical]:h-full data-[orientation=vertical]:w-px",
+				"bg-border/50 dark:bg-border shrink-0 data-[orientation=horizontal]:h-px data-[orientation=horizontal]:w-full data-[orientation=vertical]:h-full data-[orientation=vertical]:w-px",
 				className,
 			)}
 			{...props}

src/shared/lib/auth/config.ts

@@ -1,7 +1,8 @@
 import { passkey } from "@better-auth/passkey";
-import { betterAuth } from "better-auth";
+import { APIError, betterAuth } from "better-auth";
 import { drizzleAdapter } from "better-auth/adapters/drizzle";
 import type { GoogleProfile } from "better-auth/social-providers";
+import { isSignupDisabled } from "@/shared/lib/auth/signup";
 import { seedDefaultCategoriesForUser } from "@/shared/lib/categories/defaults";
 import { db, schema } from "@/shared/lib/db";
 import { ensureDefaultPayerForUser } from "@/shared/lib/payers/defaults";
@@ -122,6 +123,13 @@ export const auth = betterAuth({
 	databaseHooks: {
 		user: {
 			create: {
+				before: async () => {
+					if (!isSignupDisabled()) return;
+
+					throw new APIError("FORBIDDEN", {
+						message: "Novos cadastros estão desativados.",
+					});
+				},
 				/**
 				 * Após criar novo usuário, inicializa:
 				 * 1. Categorias padrão (Receitas/Despesas)

src/shared/lib/auth/signup.ts

@@ -0,0 +1,4 @@
+export function isSignupDisabled(): boolean {
+	const value = process.env.DISABLE_SIGNUP?.trim().toLowerCase();
+	return value === "true";
+}

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

@@ -14,12 +14,12 @@ function excelSerialToDate(
 	if (serial < 1) return null;
 	let adjusted = serial;
 	if (serial > 60) adjusted--;
-	const baseDate = new Date(1899, 11, 31);
+	const baseDate = Date.UTC(1899, 11, 31);
-	const date = new Date(baseDate.getTime() + adjusted * 86400000);
+	const date = new Date(baseDate + adjusted * 86400000);
 	return {
-		y: date.getFullYear(),
+		y: date.getUTCFullYear(),
-		m: date.getMonth() + 1,
+		m: date.getUTCMonth() + 1,
-		d: date.getDate(),
+		d: date.getUTCDate(),
 	};
 }
 
@@ -38,9 +38,9 @@ function parseDateValue(value: unknown): string | null {
 
 	// ExcelJS pode retornar Date objects
 	if (value instanceof Date) {
-		const y = value.getFullYear();
+		const y = value.getUTCFullYear();
-		const m = String(value.getMonth() + 1).padStart(2, "0");
+		const m = String(value.getUTCMonth() + 1).padStart(2, "0");
-		const d = String(value.getDate()).padStart(2, "0");
+		const d = String(value.getUTCDate()).padStart(2, "0");
 		return `${y}-${m}-${d}`;
 	}
 

src/shared/lib/logo/display-names.ts

@@ -0,0 +1,433 @@
+/**
+ * Dicionário de nomes de exibição para logos.
+ * Usa o nome do arquivo (lowercase) como chave.
+ * Fallback: deriveNameFromLogo
+ */
+export const logoDisplayNames: Record<string, string> = {
+	"99pay.png": "99Pay",
+	"abank.png": "Akbank",
+	"abcbrasil.png": "ABC Brasil",
+	"abnamro.png": "ABN AMRO",
+	"abrapetite.png": "Abrapetite",
+	"absolutbank.png": "Absolut Bank",
+	"acessobank.png": "Acesso Bank",
+	"activo.bank.png": "ActivoBank",
+	"activtrades.png": "ActivTrades",
+	"agbank.png": "Agricultural Bank of China",
+	"agibank.png": "AgiBank",
+	"agora.png": "Ágora Investimentos",
+	"agribank.png": "BIDV",
+	"aktia.png": "Aktia Bank",
+	"alelo.png": "Alelo",
+	"alfabank.png": "Alfa-Bank",
+	"alphabank.png": "Alpha Bank",
+	"alt.bank.png": "alt.bank",
+	"amazon.png": "Amazon",
+	"amazonia.png": "Banco da Amazônia",
+	"ame.png": "Amex",
+	"ameriprisefinancial.png": "Ameriprise Financial",
+	"amex.png": "Amex",
+	"amppersonalbanking.png": "AMP",
+	"anz.png": "ANZ",
+	"asaas.png": "Asaas",
+	"asn.png": "ASN Bank",
+	"astro-pay.png": "AstroPay",
+	"atlantico.png": "ATLANTICO",
+	"atticabank.png": "Attica Bank",
+	"aura.png": "Aura",
+	"avenida.png": "Lojas Avenida",
+	"avenuesecuritie.png": "Avenue",
+	"azul.png": "Azul",
+	"b3.png": "B3",
+	"bahamas-cred.png": "Bahamas Cred",
+	"bancamediolanum.png": "Banca Mediolanum",
+	"bancamps.png": "Banca Monte dei Paschi di Siena",
+	"bancaopopularedisondrio.png": "Banca Populare di Sondrio",
+	"banco-bai.png": "Banco Bai",
+	"banco-bic.png": "Banco BIC",
+	"bancobpm.png": "Banco BPM",
+	"banco-comercio-industria.png": "Banco de Comércio e Indústria",
+	"bancodavivienda.png": "Davivienda",
+	"bancodebogota.png": "Banco de Bogotá",
+	"bancodelbajio.png": "BanBajío",
+	"bancodeoccident.png": "Banco de Occident",
+	"bancohipotecario.png": "Banco Hipotecario",
+	"bancolombia.png": "Bancolombia",
+	"bancomacro.png": "Banco Macro",
+	"banconacion.png": "Banco Nación",
+	"banco-parana.png": "Paraná Banco",
+	"bancopatagonia.png": "Banco Patagonia",
+	"bancoposta.png": "BancoPosta",
+	"banco-poupanca-credito.png": "Banco de Poupança e Crédito",
+	"banese.png": "Banco Banese",
+	"banestes.png": "Banestes",
+	"bangkokbank.png": "Bangkok Bank",
+	"banif.png": "Banif",
+	"bankia.png": "Bankia",
+	"bankmandiri.png": "Bank Mandiri",
+	"banknorwegian.png": "Bank Norwegian",
+	"bankofaland.png": "Bank of Åland",
+	"bankofamerica.png": "Bank of America",
+	"bankofchina.png": "Bank of China",
+	"bankrakyat.png": "Bank Rakyat",
+	"bankwest.png": "Bankwest",
+	"banorte.png": "Banorte",
+	"banpara.png": "Banpará",
+	"banrisul.png": "Banrisul",
+	"bari.png": "Banco Bari",
+	"bb.png": "Banco do Brasil",
+	"bbva.png": "BBVA",
+	"bca.png": "BCA",
+	"bemol.png": "Bemol",
+	"bendigobank.png": "Bendigo Bank",
+	"benvisavale.png": "Ben Visa Vale",
+	"betfair.png": "Betfair",
+	"bidv.png": "BIDV",
+	"bilhete-unico.png": "Bilhete Único",
+	"binance.png": "Binance",
+	"binomo.png": "Binomo",
+	"bipa.png": "Bipa",
+	"bitybank.png": "BityBank",
+	"bitz.png": "Bitz",
+	"bmg.png": "BMG",
+	"bmg-corinthians.png": "BMG Corinthians",
+	"bmo.png": "BMO",
+	"bni.png": "BNI",
+	"bnl.png": "BNL",
+	"bnpparibas.png": "BNP Paribas",
+	"boq.png": "BOQ",
+	"bperbanca.png": "BPER Banca",
+	"bpi.png": "BPI",
+	"bradesco.png": "Bradesco",
+	"bradesco-empresas.png": "Bradesco Empresas",
+	"bradesco-prime.png": "Bradesco Prime",
+	"brasilcard.png": "BrasilCard",
+	"brb.png": "Banco BRB",
+	"brde.png": "BRDE",
+	"bs2.png": "Banco BS2",
+	"btg.empresas.png": "BTG Empresas",
+	"btgpactual.png": "BTG Pactual",
+	"btgplus.png": "BTG Plus",
+	"buddy.bank.png": "Buddy Bank",
+	"bunq.png": "Bunq",
+	"bv.png": "Banco BV",
+	"c6bank.png": "C6 Bank",
+	"c-a.png": "C&A",
+	"cacique.png": "Banco Cacique",
+	"caisse.png": "Caisse",
+	"caixa.png": "Caixa",
+	"caixabank.png": "CaixaBank",
+	"caixageral.png": "Caixa Geral de Depósitos",
+	"caju.png": "Caju",
+	"c-a-pay.png": "C&A Pay",
+	"capitalone.png": "Capital One",
+	"carrefour.png": "Carrefour",
+	"cassadepositieprestiti.png": "Cassa Depositi e Prestiti",
+	"cdb.png": "CDB",
+	"cdp.png": "CDP",
+	"celcoin.png": "Celcoin",
+	"cetelem.png": "Cetelem",
+	"charlesschwab.png": "Charles Schwab",
+	"chinaconstructionbank.png": "China Construction Bank",
+	"cibc.png": "CIBC",
+	"cimbbank.png": "CIMB Bank",
+	"cimbniaga.png": "CIMB Niaga",
+	"citibank.png": "Citibank",
+	"clara.png": "Clara",
+	"clear.png": "Clear",
+	"clear-corretora.png": "Clear Corretora",
+	"coinbase.png": "Coinbase",
+	"commbank.png": "CommBank",
+	"commerzbank.png": "Commerzbank",
+	"conectcar.png": "ConectCar",
+	"contabilizei.bank.png": "Contabilizei Bank",
+	"contasimples.png": "Conta Simples",
+	"cooperativa-ailos.png": "Cooperativa Ailos",
+	"cooperativa-cresol.png": "Cooperativa Cresol",
+	"cooperativa-unilos.png": "Cooperativa Unilos",
+	"coopercard.png": "Coopercard",
+	"cooperforte.png": "Cooperforte",
+	"cora.png": "Cora",
+	"credicard.png": "Credicard",
+	"credicard-on.png": "Credicard On",
+	"credicard-zero.png": "Credicard Zero",
+	"credisis.png": "Credisis",
+	"creditagricole.png": "Credit Agricole",
+	"creditagricoleitaly.png": "Credit Agricole Italy",
+	"creditas.png": "Creditas",
+	"creditbankofmoscow.png": "Credit Bank of Moscow",
+	"creditdunord.png": "Credit du Nord",
+	"credito.agricola.png": "Crédito Agrícola",
+	"creditoemiliano.png": "Credito Emiliano",
+	"crefisa.png": "Crefisa",
+	"cruzeirodosul.png": "Cruzeiro do Sul",
+	"crypto-com.png": "Crypto.com",
+	"ctt.png": "CTT",
+	"danskebank.png": "Danske Bank",
+	"daycoval.png": "Daycoval",
+	"desjardins.png": "Desjardins",
+	"digio.png": "Digio",
+	"digiplus.png": "Digiplus",
+	"diin.png": "Diin",
+	"diners.png": "Diners",
+	"dinheiro.png": "Dinheiro",
+	"dmcard.png": "DM Card",
+	"dnbbank.png": "DNB Bank",
+	"dotz.png": "Dotz",
+	"dzbank.png": "DZ Bank",
+	"easynvest.png": "EasyInvest",
+	"ebanxgo.png": "EBANX Go",
+	"edenred.png": "Edenred",
+	"efi.bank.png": "EFI Bank",
+	"elliot.png": "Elliot",
+	"elo.png": "Elo",
+	"eqi.png": "EQI",
+	"eurobank.png": "Eurobank",
+	"evlibank.png": "Evli Bank",
+	"exodus.png": "Exodus",
+	"fidelity.png": "Fidelity",
+	"flash.png": "Flash",
+	"forexbank.png": "Forex Bank",
+	"fortbrasil.png": "Fort Brasil",
+	"foxbit.png": "Foxbit",
+	"freedom.24.png": "Freedom 24",
+	"garantibank.png": "Garantibank",
+	"gazprombank.png": "Gazprombank",
+	"genial.png": "Genial",
+	"grao.png": "Grão",
+	"handelsbanken.png": "Handelsbanken",
+	"havan.png": "Havan",
+	"hipercard.png": "Hipercard",
+	"hongleong.png": "Hong Leong",
+	"hotmart.png": "Hotmart",
+	"hsbc.png": "HSBC",
+	"hypovereinsbank.png": "Hypo Vereinsbank",
+	"icatu.png": "Icatu",
+	"icbc.png": "ICBC",
+	"iccreabanca.png": "ICCREA Banca",
+	"ifood-beneficios.png": "iFood Benefícios",
+	"ifood-conta-digital.png": "iFood Conta Digital",
+	"inbursa.png": "Inbursa",
+	"infinitepay.png": "InfinitePay",
+	"ing.png": "ING",
+	"intermedium.png": "Inter",
+	"interpj.png": "Inter PJ",
+	"intesa-san-paolo.png": "Intesa Sanpaolo",
+	"ion.png": "Ion",
+	"iqoption.png": "IQ Option",
+	"isbank.png": "Isbank",
+	"itau.png": "Itaú",
+	"itau-ion.png": "Itaú Ion",
+	"itaupersonnalite.png": "Itaú Personnalité",
+	"itau-uniclass.png": "Itaú Uniclass",
+	"iti.png": "Iti",
+	"jpbank.png": "JP Bank",
+	"jpmorgan.png": "JPMorgan",
+	"juno.png": "Juno",
+	"jyskebank.png": "Jyske Bank",
+	"kbank.png": "KBank",
+	"kbkookminbank.png": "KB Kookmin Bank",
+	"kdbbank.png": "KDB Bank",
+	"kebhanabank.png": "KEB Hana Bank",
+	"kfw.png": "KFW",
+	"kiwify.png": "Kiwify",
+	"klarna.png": "Klarna",
+	"krungthaibank.png": "Krungthai Bank",
+	"latam.pass.png": "Latam Pass",
+	"lhv.png": "LHV",
+	"lojasamericanas.png": "Lojas Americanas",
+	"macquariebank.png": "Macquarie Bank",
+	"magalu-pay.png": "Magalu Pay",
+	"magnetis.png": "Magnetis",
+	"mais.png": "Mais",
+	"mandiri.png": "Mandiri",
+	"marisa.png": "Marisa",
+	"master-black.png": "Master Black",
+	"mastercard.png": "Mastercard",
+	"maybank.png": "Maybank",
+	"mediobanca.png": "Mediobanca",
+	"meliuz.png": "Méliuz",
+	"mercadobitcoin.png": "Mercado Bitcoin",
+	"mercadolivre.png": "Mercado Livre",
+	"mercadopago.png": "Mercado Pago",
+	"mercadopagocartao.png": "Mercado Pago Cartão",
+	"mercantilbrasil.png": "Banco Mercantil",
+	"meu-util.png": "Meu Útil",
+	"midway.png": "Midway",
+	"milleniumbcp.png": "Millenium BCP",
+	"mizuhobank.png": "Mizuho Bank",
+	"modalmais.png": "Modal Mais",
+	"moey.png": "Moey",
+	"moip.png": "Moip",
+	"monetizze.png": "Monetizze",
+	"monetus.png": "Monetus",
+	"monzo-bank.png": "Monzo Bank",
+	"morganstanley.png": "Morgan Stanley",
+	"mps.png": "MPS",
+	"mufgbank.png": "MUFG Bank",
+	"n26.png": "N26",
+	"nab.png": "NAB",
+	"national.australia.bank.png": "National Australia Bank",
+	"nationalbank.png": "National Bank",
+	"neon.png": "Neon",
+	"next.png": "Next",
+	"nhbank.png": "NH Bank",
+	"nochubank.png": "Nochu Bank",
+	"noh.png": "NOH",
+	"nomad.png": "Nomad",
+	"nordea.png": "Nordea",
+	"nordeste.png": "Nordeste",
+	"nordnet.png": "Nordnet",
+	"novadax.png": "Novadax",
+	"novafatura.png": "Nova Fatura",
+	"novobancopt.png": "Novo Banco PT",
+	"novucard.png": "Novu Card",
+	"nubank.pj.png": "Nubank PJ",
+	"nubank.png": "Nubank",
+	"nubank-ultravioleta.png": "Nubank Ultravioleta",
+	"nuconta.png": "Nu Conta",
+	"nu-invest.png": "Nu Invest",
+	"nykredit.png": "Nykredit",
+	"olymp.trade.png": "Olymp Trade",
+	"omni.png": "Omni",
+	"opbank.png": "OP Bank",
+	"orama.png": "Orama",
+	"original.png": "Banco Original",
+	"otkritie.png": "Otkritie",
+	"pag.png": "Pag",
+	"pagar-me.png": "Pagar.me",
+	"pagbank.png": "PagBank",
+	"pagseguro.png": "PagSeguro",
+	"pan.png": "Pan",
+	"pao-acucar.png": "Pão de Açúcar",
+	"passfolio.png": "Passfolio",
+	"payoneer.png": "Payoneer",
+	"paypal.png": "PayPal",
+	"payu.png": "PayU",
+	"petrobras.png": "Petrobras",
+	"picpay.png": "PicPay",
+	"piraeusbank.png": "Piraeus Bank",
+	"pix.png": "Pix",
+	"players-bank.png": "Players Bank",
+	"pluxxe.png": "Pluxxe",
+	"pncfinancialservices.png": "PNC Financial Services",
+	"pocket.option.png": "Pocket Option",
+	"portoseguro.png": "Porto Seguro",
+	"primacredi.png": "Primacredi",
+	"proencamercado.png": "Proença Supermercados",
+	"promsvyazbank.png": "Promsvyazbank",
+	"publicbank.png": "Public Bank",
+	"quotex.png": "Quotex",
+	"rabobank.png": "Rabobank",
+	"raiffeisenbank.png": "Raiffeisen Bank",
+	"rappi-bank.png": "Rappi Bank",
+	"rbcroyalbank.png": "RBC Royal Bank",
+	"rbs.png": "RBS",
+	"rci.png": "RCI",
+	"recargapay.png": "RecargaPay",
+	"renner.png": "Renner",
+	"revolut.png": "Revolut",
+	"rhbbank.png": "RHB Bank",
+	"riachuelo.png": "Riachuelo",
+	"rico.png": "Rico",
+	"sabadell.png": "Sabadell",
+	"safra.png": "Safra",
+	"samsung.png": "Samsung",
+	"santander.png": "Santander",
+	"santander-private.png": "Santander Private",
+	"saraiva.png": "Saraiva",
+	"sberbank.png": "Sberbank",
+	"scb.png": "SCB",
+	"scotiabank.png": "Scotiabank",
+	"sebbank.png": "SEB Bank",
+	"sem-parar.png": "Sem Parar",
+	"senff.png": "Senff",
+	"serasa-consumidor.png": "Serasa Consumidor",
+	"shinhanbank.png": "Shinhan Bank",
+	"shopee.png": "Shopee",
+	"shoptime.png": "Shoptime",
+	"sicoob.png": "Sicoob",
+	"sicredi.png": "Sicredi",
+	"sisprime.png": "Sisprime",
+	"smbc.png": "SMBC",
+	"smiles.png": "Smiles",
+	"smpbank.png": "SMP Bank",
+	"snsbank.png": "SNS Bank",
+	"socialbank.png": "Social Bank",
+	"societegenerale.png": "Banco Societe Generale",
+	"sodexo.png": "Sodexo",
+	"sofi.png": "Sofi",
+	"sofisadireto.png": "Sofisa Direto",
+	"sparebank1.png": "SpareBank 1",
+	"sportingbet.png": "Sportingbet",
+	"spuerkeess.png": "Spuerkeess",
+	"standardchartered.png": "Standard Chartered",
+	"stanford-federal-credit-union.png": "Stanford Federal Credit Union",
+	"stone.png": "Stone",
+	"storebrandbank.png": "Storebrand Bank",
+	"submarino.png": "Submarino",
+	"sumup.png": "Sumup",
+	"suncorpbank.png": "Suncorp Bank",
+	"superdigital.png": "Super Digital",
+	"swedbank.png": "Swedbank",
+	"swile.png": "Swile",
+	"sydbank.png": "SYD Bank",
+	"tangerine.png": "Tangerine",
+	"tdameritrade.png": "TD Ameritrade",
+	"tdbank.png": "TD Bank",
+	"techcombank.png": "Techcombank",
+	"telekom.png": "Telekom",
+	"tesourodireto.png": "Tesouro Direto",
+	"tesouronacional.png": "Tesouro Nacional",
+	"ticket.png": "Ticket",
+	"tinkoff.png": "Tinkoff",
+	"tmbbank.png": "TMB Bank",
+	"ton.png": "Ton",
+	"toroinvestimentos.png": "Toro Investimentos",
+	"trade.republic.png": "Trade Republic",
+	"trading.212.png": "Trading 212",
+	"transferwise.png": "TransferWise",
+	"tribanco.png": "Tribanco",
+	"trigg.png": "Trigg",
+	"tudoazul.png": "Tudo Azul",
+	"uber.drive.png": "Uber Drive",
+	"ubibanca.png": "Ubi Banca",
+	"unicred.png": "Unicred",
+	"unicreditbank.png": "UniCredit Bank",
+	"unimed.seguros.png": "Unimed Seguros",
+	"unipolbanca.png": "Unipol Banca",
+	"uniprime.png": "Uniprime",
+	"up.brasil.png": "Up Brasil",
+	"urbeme.png": "Urbeme",
+	"urpay.png": "UrPay",
+	"usbank.png": "U.S. Bank",
+	"veloe.png": "Veloe",
+	"venmo.png": "Venmo",
+	"verocard.png": "Verocard",
+	"viacredi.png": "Viacredi",
+	"vietcombank.png": "Vietcombank",
+	"vietinbank.png": "VietinBank",
+	"visa.png": "Visa",
+	"vitreo.png": "Vitreo",
+	"votorantim.png": "Votorantim",
+	"vr.png": "VR",
+	"vtbbank.png": "VTB Bank",
+	"vuon.png": "Vuon",
+	"warren.png": "Warren",
+	"wellsfargo.png": "Wells Fargo",
+	"westpac.png": "Westpac",
+	"wiipo.png": "Wiipo",
+	"will-bank.png": "Will Bank",
+	"wirecard.png": "Wirecard",
+	"wise.png": "Wise",
+	"woop.png": "Woop",
+	"xdex.png": "XDEX",
+	"xm.png": "XM",
+	"xp.png": "XP Investimentos",
+	"xtb.png": "XTB",
+	"yapikredi.png": "Yapi Kredi",
+	"z1.png": "Z1",
+	"zilch.png": "Zilch",
+	"ziraatbank.png": "Ziraat Bank",
+	"zro-bank.png": "ZRO Bank",
+};

src/shared/lib/logo/index.ts

@@ -1,9 +1,34 @@
+import { logoDisplayNames } from "./display-names";
+
 /**
  * Normalizes logo path to get just the filename
  */
 export const normalizeLogo = (logo?: string | null) =>
 	logo?.split("/").filter(Boolean).pop() ?? "";
 
+/**
+ * Normalizes a string for accent-insensitive search.
+ * Removes diacritics and converts to lowercase.
+ */
+export const normalizeForSearch = (text: string): string =>
+	text
+		.toLowerCase()
+		.normalize("NFD")
+		.replace(/[\u0300-\u036f]/g, "");
+
+/**
+ * Gets the display name for a logo, using a manual dictionary first
+ * and falling back to deriveNameFromLogo for unknown logos.
+ */
+export const getLogoDisplayName = (logo?: string | null): string => {
+	if (!logo) return "";
+
+	const fileName = normalizeLogo(logo);
+	if (!fileName) return "";
+
+	return logoDisplayNames[fileName.toLowerCase()] ?? deriveNameFromLogo(logo);
+};
+
 /**
  * Derives a display name from a logo filename
  * @param logo - Logo path or filename