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 +5,84 @@ Todas as mudanças notáveis deste projeto serão documentadas neste arquivo.
 O formato é baseado em [Keep a Changelog](https://keepachangelog.com/pt-BR/1.1.0/),
 e este projeto adere ao [Versionamento Semântico](https://semver.org/lang/pt-BR/).
 
+## [2.6.4] - 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.

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-2.5.7-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).

package.json

@@ -1,8 +1,8 @@
 {
 	"name": "openmonetis",
-	"version": "2.5.7",
+	"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/(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

@@ -64,8 +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
@@ -83,6 +83,10 @@ export function InstallmentGroupCard({
 	);
 	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 (
 		<>
@@ -153,7 +157,7 @@ export function InstallmentGroupCard({
 					<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}
@@ -180,8 +184,8 @@ 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 && (
@@ -198,34 +202,28 @@ export function InstallmentGroupCard({
 							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="secondary"
 						size="sm"
-						className="w-full gap-1.5"
+						className="relative w-full justify-center gap-1.5"
 						onClick={() => setIsDetailsOpen(true)}
 					>
-						<RiFileList2Line className="size-4" />
+						<span className="inline-flex items-center gap-1.5">
-						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>

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;
@@ -153,6 +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,
@@ -168,7 +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)
@@ -177,6 +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/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/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-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

@@ -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,
@@ -112,6 +114,7 @@ export function TransactionDialog({
 				defaultPayerId,
 				defaultPeriod,
 				{
+					defaultAccountId,
 					defaultCardId,
 					defaultPaymentMethod,
 					defaultPurchaseDate,
@@ -151,6 +154,7 @@ export function TransactionDialog({
 		transaction,
 		defaultPayerId,
 		defaultPeriod,
+		defaultAccountId,
 		defaultCardId,
 		defaultPaymentMethod,
 		defaultPurchaseDate,
@@ -327,6 +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)
@@ -559,7 +569,7 @@ export function TransactionDialog({
 				>
 					<div
 						ref={scrollContainerRef}
-						className="min-h-0 min-w-0 flex-1 overflow-x-hidden overflow-y-auto overscroll-contain pr-1 pb-1"
+						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">

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/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}

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