chore(release): prepara versao 2.6.1

.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

.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 +5,45 @@ 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/).
 
+## [2.6.1] - 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.

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-2.6.1-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/)
@@ -127,10 +127,11 @@ 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 +444,9 @@ 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=

package.json

@@ -1,8 +1,8 @@
 {
 	"name": "openmonetis",
-	"version": "2.5.7",
+	"version": "2.6.1",
 	"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/(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 (
@@ -86,6 +88,7 @@ export default async function Page() {
 										Entrar
 									</Button>
 								</Link>
+								{!signupDisabled && (
 									<Link href="/signup">
 										<Button
 											variant="ghost"
@@ -95,11 +98,13 @@ export default async function Page() {
 											Começar
 										</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/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>
 
+						{!signupDisabled && (
 							<FieldDescription className="pt-1 text-center">
 								Não tem uma conta?{" "}
 								<a href="/signup" className={authLinkClassName}>
 									Inscreva-se
 								</a>
 							</FieldDescription>
+						)}
 
 						<FieldDescription className="text-center text-sm text-muted-foreground">
 							<a href="/" className={authLinkClassName}>

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)}. ${year}`;
+}
+
 async function fetchCardsByStatus(
 	userId: string,
 	archived: boolean,
@@ -33,7 +56,10 @@ async function fetchCardsByStatus(
 	accounts: AccountSimple[];
 	logoOptions: string[];
 }> {
-	const [cardRows, accountRows, logoOptions, usageRows] = await Promise.all([
+	const currentPeriod = getCurrentPeriod();
+	const currentInvoiceLabel = formatCurrentInvoiceLabel(currentPeriod);
+	const [cardRows, accountRows, logoOptions, usageRows, invoiceRows] =
+		await Promise.all([
 			db.query.cards.findMany({
 				orderBy: (table, { desc }) => [desc(table.name)],
 				where: and(
@@ -67,10 +93,22 @@ async function fetchCardsByStatus(
 					total: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
 				})
 				.from(transactions)
+				.leftJoin(
+					invoices,
+					and(
+						eq(invoices.userId, transactions.userId),
+						eq(invoices.cardId, transactions.cardId),
+						eq(invoices.period, transactions.period),
+					),
+				)
 				.where(
 					and(
 						eq(transactions.userId, userId),
-					or(isNull(transactions.isSettled), eq(transactions.isSettled, false)),
+						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"),
@@ -79,6 +117,19 @@ async function fetchCardsByStatus(
 					),
 				)
 				.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>();
@@ -86,6 +137,13 @@ async function fetchCardsByStatus(
 		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">
+									<div className="flex flex-col gap-2 min-w-0">
+										<div className="flex flex-wrap items-center">
 											<MoneyValues
-										className="text-2xl leading-none font-medium"
+												className="text-2xl leading-none"
 												amount={metric.current}
 											/>
+										</div>
+
+										<div className="text-xs text-muted-foreground gap-1 flex items-center">
+											<span className="text-muted-foreground/50">vs</span>
+											<MoneyValues
+												className="inline text-xs"
+												amount={metric.previous}
+											/>
+											<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
+														showFlatIcon={false}
-										className="gap-1"
+														className="shrink-0 justify-center text-center text-xs tabular-nums"
-										iconClassName="size-3.5"
+														iconClassName="hidden"
 													/>
+												) : (
+													<span className="tabular-nums">0%</span>
+												)}
+											</Badge>
+										</div>
 									</div>
-
-								<div className="text-xs text-muted-foreground">
-									<MoneyValues
-										className="inline text-xs font-medium text-muted-foreground"
-										amount={metric.previous}
-									/>
-									<span className="ml-1">no mês anterior</span>
 								</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 && (
@@ -198,6 +202,9 @@ 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 */}

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)

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>
+									{!signupDisabled && (
 										<Link href="/signup" onClick={() => setOpen(false)}>
 											<Button className="w-full gap-2">
 												Começar
 												<RiArrowRightSLine size={16} />
 											</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/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/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;
 
+	const payerIdsByRow = rows.map((row) => row.payerId ?? payerId ?? null);
+
+	if (payerIdsByRow.some((id) => !id)) {
+		return { success: false, error: "Pessoa obrigatória." };
+	}
+
 	// Valida ownership
-	const [payerOk, accountOk, cardOk] = await Promise.all([
+	const [ownedPayerIds, ownedCategoryIds, accountOk, cardOk] =
-		validatePayerOwnership(userId, payerId),
+		await Promise.all([
+			fetchOwnedPayerIds(userId, payerIdsByRow),
+			fetchOwnedCategoryIds(
+				userId,
+				rows.map((row) => row.categoryId),
+			),
 			validateContaOwnership(userId, accountId),
 			validateCartaoOwnership(userId, cardId),
 		]);
 
-	if (!payerOk) return { success: false, error: "Pessoa não encontrada." };
+	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 (!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/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)

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[];
@@ -69,7 +74,25 @@ 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(
+		() =>
+			new Map(categoryOptions.map((option) => [option.value, option.group])),
+		[categoryOptions],
+	);
+
+	const isCategoryCompatible = useCallback(
+		(
+			categoryId: string | null,
+			transactionType: ReviewRow["transactionType"],
+		) =>
+			!categoryId ||
+			categoryGroupById.get(categoryId) ===
+				categoryGroupByTransactionType[transactionType],
+		[categoryGroupById],
+	);
+
+	const handleParsed = useCallback(
+		async (stmt: ImportStatement) => {
 			setStatement(stmt);
 			setIsChecking(true);
 
@@ -84,18 +107,30 @@ export function ImportPage({
 				]);
 
 				setRows(
-				stmt.transactions.map((t) => ({
+					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,
-					categoryId:
+							payerId,
-						categoryMappings[normalizeDescriptionKey(t.description)] ?? null,
+							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}

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

@@ -1,6 +1,6 @@
 "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";
@@ -164,16 +164,14 @@ export function AnticipationCard({
 					onClick={handleViewLancamento}
 					disabled={isPending}
 				>
-					<RiEyeLine className="mr-2 size-4" />
+					Cancelar
-					Ver Lançamento
 				</Button>
 
 				{canCancel && (
 					<ConfirmActionDialog
 						trigger={
 							<Button variant="destructive" size="sm" disabled={isPending}>
-								<RiCloseLine className="mr-2 size-4" />
+								Desfazer Antecipação
-								Cancelar Antecipação
 							</Button>
 						}
 						title="Cancelar antecipação?"

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-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/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

@@ -27,7 +27,13 @@ import {
 	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,
@@ -551,8 +557,10 @@ 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/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/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}`;
 	}