chore(release): prepara versao 2.7.1

CHANGELOG.md

@@ -5,6 +5,33 @@ 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/).
 
+## [2.7.1] - 2026-05-30
+
+Esta versão melhora a clareza dos fluxos de lançamento e a experiência do dashboard. Boletos de receita agora diferenciam pagamentos de recebimentos, a navegação mensal ficou mais direta e o painel ganhou atalhos mais úteis com personalização simplificada.
+
+### Adicionado
+- Preferências: nova opção para exibir ou ocultar o card `Resumo da operação` no modal de lançamento.
+- Navegação mensal: ao passar o mouse, focar ou clicar no período selecionado, agora é possível abrir um seletor e ir diretamente para outro mês.
+
+### Alterado
+- Documentação: o guia visual foi reescrito com os tokens, temas, componentes e práticas de acessibilidade atuais; o README agora apresenta a identidade visual e as preferências disponíveis.
+- Dashboard: os cards de receitas e despesas agora oferecem um atalho discreto para abrir os lançamentos da pessoa principal filtrados pelo tipo e período.
+- Dashboard: a configuração e a reordenação de widgets agora partem de uma única ação `Personalizar`, com controle de visibilidade durante a edição.
+- Dashboard: em telas pequenas, os atalhos para receita, despesa e anotação foram agrupados no menu `Adicionar`.
+- Dashboard: os títulos dos widgets agora usam sentence case para reduzir ruído visual.
+- Dashboard: os widgets receberam uma revisão ampla de UX, com hierarquia visual mais clara, listas compactas, textos mais diretos, estados acessíveis e navegação interna consistente.
+- Dashboard: o widget `Comportamento de pagamento` foi renomeado para `Distribuição de despesas`.
+- Dashboard: limites de orçamento agora aparecem apenas no widget de despesas por categoria.
+- Dashboard: o widget `Panorama de gastos` agora exibe todos os lançamentos sem filtro adicional por cartão.
+- Navegação: o menu de finanças agora oferece submenus para abrir diretamente as faturas dos cartões e os extratos das contas ativas.
+- Lançamentos: ao passar o mouse sobre `Filtros`, os filtros ativos agora aparecem em um painel compacto com remoção individual e ação para limpar todos de uma vez.
+
+### Corrigido
+- Dashboard: o saldo consolidado do widget `Minhas contas` não inclui mais contas inativas.
+- Boletos: lançamentos de receita agora exibem ações e status como `Receber`, `Recebido` e `Recebido em`, enquanto despesas continuam usando `Pagar`, `Pago` e `Pago em`.
+- Dashboard: o modal de baixa de boleto agora usa textos de recebimento e conta de destino para receitas.
+- Calendário e pessoas: os detalhes de boletos de receita agora preservam a nomenclatura de recebimento.
+
 ## [2.7.0] - 2026-05-28
 
 Esta versão amplia o OpenMonetis para quem usa o app todos os dias e para quem prefere mais controle sobre os próprios dados. Os Insights ganham novas opções de IA, incluindo modelos locais via Ollama, enquanto a autenticação fica mais confortável em dispositivos pessoais. Também entram melhorias práticas em contas, lançamentos compartilhados, filtros, relatórios e dashboard, deixando os fluxos financeiros mais completos e fáceis de revisar.

DESIGN.md

@@ -1,389 +1,178 @@
-# Design System Inspired by OpenMonetis
+# Design System do OpenMonetis
 
-## 1. Visual Theme & Atmosphere
+Este documento descreve a identidade visual implementada no OpenMonetis. Ele deve
+ser usado como referência ao criar telas, revisar componentes e manter a
+experiência consistente entre dashboard, relatórios, formulários e landing page.
 
-OpenMonetis embodies a warm, approachable financial management aesthetic grounded in trust and transparency. The design system combines a rich warm-orange accent palette with a sophisticated warm-neutral foundation, creating an interface that feels both professional and inviting. The typography and spacing work together to emphasize clarity and hierarchy, supporting the open-source ethos of personal financial control. The visual atmosphere prioritizes legibility and calm navigation, with generous whitespace and deliberate color restraint—the bold orange is reserved for critical calls-to-action and highlights, while the warm grays and blacks anchor the interface with stability and focus.
+## 1. Direção visual
 
-**Key Characteristics**
-- Warm, approachable color story with a dominant orange accent (`#FF7733`)
-- Generous whitespace and breathing room between sections
-- High contrast between backgrounds and text for accessibility
-- Clear typographic hierarchy using Inter for all text and UI
-- Minimal elevation and shadow treatment—mostly flat design
-- Subtle border accents in warm grays to define surfaces
-- Open-source transparency reflected in straightforward, honest design language
+O OpenMonetis busca tornar a gestão financeira clara e acolhedora. A interface
+usa superfícies quentes, poucos elementos decorativos e uma cor laranja de
+destaque para orientar o olhar sem transformar toda ação em urgência.
 
-## 2. Color Palette & Roles
+Princípios:
 
-### Primary
-- **Primary Accent** (`#FF7733`): Used for primary call-to-action buttons, highlights, and key interactive elements throughout the interface; draws user attention to the most important actions
-- **Primary Dark** (`#443732`): Warm-brown anchor color used extensively for text, headings, and interactive elements; provides the primary text color across the system
+- priorizar legibilidade e hierarquia em telas com muitos dados;
+- usar laranja para ações principais, seleção e foco;
+- manter superfícies leves no tema claro e contraste confortável no tema escuro;
+- aplicar cores semânticas para comunicar estado, não como decoração;
+- preservar espaço suficiente entre blocos para evitar ruído visual;
+- favorecer componentes responsivos e navegação acessível por teclado.
 
-### Interactive
-- **Interactive Neutral** (`#0F0D0C`): Near-black used for primary text and strong emphasis elements; highest contrast state
-- **Interactive Overlay** (`#0006`): Transparent black overlay at 24% opacity; used for hover states, modals, and depth layering
+## 2. Fonte de verdade
 
-### Neutral Scale
-- **Neutral 900** (`#2A2827`): Very dark warm gray; used for secondary text and disabled states
-- **Neutral 800** (`#322C2A`): Dark warm gray; alternative text color for lower-emphasis content
-- **Neutral 700** (`#676260`): Medium warm gray; used for tertiary text, captions, and metadata
-- **Neutral 50** (`#FCF7F6`): Almost-white warm cream; primary background color for light surfaces
-- **Neutral 100** (`#F8F6F4`): Very light warm gray; secondary background and subtle surface distinction
-- **Neutral 200** (`#F5F2EF`): Light warm gray; tertiary background and card interiors
-- **Neutral 300** (`#F0EEEC`): Pale warm gray; border and divider lines
+Os tokens globais estão definidos em
+[`src/app/globals.css`](./src/app/globals.css). Componentes reutilizáveis ficam
+em [`src/shared/components/ui/`](./src/shared/components/ui/) e seguem o padrão
+do shadcn/ui com Radix UI e Tailwind CSS 4.
 
-### Surface & Borders
-- **Surface** (`#FFFFFF`): Pure white; primary card and container background; high-contrast surface
-- **Border Light** (`#F0EEEC`): Pale warm gray used for subtle borders between elements
-- **Border Dark** (`#2A2827`): Dark warm gray; stronger borders for defined card boundaries
+Ao implementar uma tela:
 
-### Semantic / Status
-- **Success** (`#0E9D6E`): Green used for positive status indicators, confirmation states, and success messages
-- **Warning** (`#F7A439`): Amber used for cautionary states, warnings, and attention-drawing alerts
-- **Error** (`#F53F2D`): Red-orange used for error states, destructive actions, and validation failures
-- **Error Alt** (`#D40C1A`): Deep red alternative for critical errors and danger states
+1. use classes semânticas como `bg-background`, `bg-card`, `text-foreground`,
+   `text-muted-foreground`, `border-border` e `ring-ring`;
+2. reutilize os componentes em `src/shared/components/ui/`;
+3. evite cores hexadecimais e valores arbitrários quando já existir um token;
+4. valide os dois temas antes de concluir a alteração.
 
-## 3. Typography Rules
+## 3. Cores
 
-### Font Family
-**Primary:** Inter (sans-serif)
-Fallback: `Inter, system-ui, -apple-system, sans-serif`
+A paleta é definida em OKLCH para manter uma percepção de contraste mais
+consistente. Não copie os valores para componentes: use os tokens semânticos.
 
-**Monospace:** ui-monospace
-Fallback: `ui-monospace, 'Courier New', monospace`
+| Token | Papel |
+|---|---|
+| `background` | Fundo geral da aplicação |
+| `foreground` | Texto principal |
+| `card` / `card-foreground` | Cards e conteúdo em destaque |
+| `popover` / `popover-foreground` | Menus, popovers e overlays |
+| `primary` / `primary-foreground` | Ações principais, foco e seleção |
+| `secondary` / `secondary-foreground` | Ações secundárias e superfícies discretas |
+| `muted` / `muted-foreground` | Apoio visual, descrições e metadados |
+| `accent` / `accent-foreground` | Hover e seleção leve |
+| `success` | Confirmações, recebimentos e estados positivos |
+| `warning` | Atenção, vencimentos e estados intermediários |
+| `info` | Informações auxiliares |
+| `destructive` | Erros e ações destrutivas |
+| `border`, `input`, `ring` | Bordas, campos e foco |
 
-### Hierarchy
+### Gráficos
 
-| Role | Font | Size | Weight | Line Height | Letter Spacing | Notes |
-|------|------|------|--------|-------------|----------------|-------|
-| Display / H1 | Inter | 60px | 600 | 60px | 0px | Page titles and hero headlines; maximum visual impact |
-| Heading H2 | Inter | 36px | 600 | 40px | 0px | Section headers and major subsections |
-| Heading H3 | Inter | 16px | 600 | 20px | 0px | Card titles and smaller section headers |
-| Body | Inter | 20px | 400 | 28px | 0px | Descriptive text, paragraphs, and long-form content |
-| Body Secondary | Inter | 16px | 400 | 24px | 0px | Standard body text, list items, and descriptions |
-| Emphasis / Span | Inter | 14px | 500 | 20px | 0px | Emphasized text, labels, and badge content |
-| Button | Inter | 14px | 500 | 20px | 0px | All button text; medium weight for clarity |
-| Caption | Inter | 14px | 400 | 20px | 0px | Metadata, timestamps, and small supporting text |
-| Code | ui-monospace | 14px | 400 | 20px | 0px | Code blocks and technical content |
+Gráficos usam `chart-1` a `chart-10`. Visualizações que precisam de uma escala
+sequencial quente podem usar `data-1` a `data-6`. A cor nunca deve ser o único
+meio de distinguir uma série: inclua legenda, rótulo ou tooltip.
 
-### Principles
-- **Contrast & Clarity:** Text color `#0F0D0C` on light backgrounds; `#FFFFFF` on dark backgrounds
-- **Weight Hierarchy:** Use 600 weight for all headings; 500 for interactive/emphasized text; 400 for body
-- **Scale Progression:** Sizes increase in meaningful increments (14 → 16 → 20 → 36 → 60); maintain consistent rhythm
-- **Line Height:** Body text uses 1.4× line height multiplier for comfortable reading; headings use tighter ratio (1:1) for impact
-- **Readability First:** Avoid line lengths over 80 characters for long-form content; increase line height on smaller screens
+### Tema escuro
 
-## 4. Component Stylings
+O tema escuro redefine a mesma camada semântica dentro de `.dark`. Não crie uma
+segunda árvore de componentes para suportá-lo. Prefira tokens e, somente quando
+necessário, variantes Tailwind `dark:`.
 
-### Buttons
+## 4. Tipografia
 
-#### Primary Button
-- **Background:** `#FF7733`
-- **Text Color:** `#FFFFFF`
-- **Font Size:** `14px`
-- **Font Weight:** `500`
-- **Font Family:** `Inter`
-- **Padding:** `8px 16px`
-- **Border Radius:** `9.2px`
-- **Border:** `0px solid transparent`
-- **Height:** `40px`
-- **Box Shadow:** `none`
-- **Hover State:** Darken background to `#E55F1F`; add subtle shadow `0px 2px 8px rgba(0, 0, 0, 0.12)`
-- **Active State:** Darken further to `#CC5118`; increase shadow
-- **Disabled State:** Background `#E8E3E0`; text color `#999890`; cursor not-allowed
+A família principal é **Bricolage Grotesque**, carregada com `next/font` em
+[`public/fonts/font_index.ts`](./public/fonts/font_index.ts). Os pesos
+disponíveis são `500`, `600` e `700`, com fallback para Arial e fontes sans-serif
+do sistema.
 
-#### Secondary Button
-- **Background:** `#FFFFFF`
-- **Text Color:** `#2A2827`
-- **Font Size:** `14px`
-- **Font Weight:** `500`
-- **Font Family:** `Inter`
-- **Padding:** `8px 24px`
-- **Border Radius:** `9.2px`
-- **Border:** `1px solid #F0EEEC`
-- **Height:** `40px`
-- **Box Shadow:** `0px 1px 3px rgba(0, 0, 0, 0.06)`
-- **Hover State:** Background `#F8F6F4`; border color `#E8E3E0`
-- **Active State:** Background `#F0EEEC`; border color `#D5CCCA`
-- **Disabled State:** Background `#FAFAF8`; text color `#BFBAB7`; border color `#F0EEEC`
+Diretrizes:
 
-#### Ghost Button
-- **Background:** `transparent`
-- **Text Color:** `#443732`
-- **Font Size:** `14px`
-- **Font Weight:** `500`
-- **Font Family:** `Inter`
-- **Padding:** `6px 8px`
-- **Border Radius:** `9.2px`
-- **Border:** `0px solid transparent`
-- **Height:** `32px`
-- **Box Shadow:** `none`
-- **Hover State:** Background `rgba(68, 55, 50, 0.05)`
-- **Active State:** Background `rgba(68, 55, 50, 0.1)`
-- **Disabled State:** Text color `#BFBAB7`; cursor not-allowed
+- corpo e controles: `text-sm` ou `text-base`;
+- descrições e metadados: `text-sm text-muted-foreground`;
+- títulos de card: `text-base font-medium`;
+- títulos de modal: `text-lg font-semibold`;
+- títulos de página: hierarquia responsiva conforme a densidade da tela;
+- números financeiros: destaque por peso e alinhamento, sem depender apenas da
+  cor.
 
-#### Icon Button
-- **Background:** `transparent`
-- **Icon Color:** `#443732`
-- **Size:** `32px` × `32px`
-- **Border Radius:** `9.2px`
-- **Border:** `0px solid transparent`
-- **Padding:** `0px`
-- **Box Shadow:** `none`
-- **Hover State:** Background `rgba(68, 55, 50, 0.08)`
-- **Active State:** Background `rgba(68, 55, 50, 0.12)`
+## 5. Espaçamento, raio e elevação
 
-### Cards & Containers
+A escala base é de `0.25rem` (`4px`). Prefira a escala padrão do Tailwind para
+padding, gap e margens. O raio base é `0.7rem`, exposto pelas classes
+`rounded-sm`, `rounded-md`, `rounded-lg` e `rounded-xl`.
 
-#### Standard Card
-- **Background:** `#FFFFFF`
-- **Border:** `1px solid #F0EEEC`
-- **Border Radius:** `11.2px`
-- **Padding:** `24px`
-- **Box Shadow:** `none`
-- **Text Color:** `#2A2827`
-- **Hover State:** Border color `#E8E3E0`; box-shadow `0px 4px 12px rgba(0, 0, 0, 0.08)`
+Sombras também são tokens. Cards comuns usam `shadow-xs`; menus, tooltips e
+modais podem subir de nível conforme a necessidade. Evite adicionar sombra forte
+a cada bloco: bordas e diferença de superfície devem resolver a maior parte da
+hierarquia.
 
-#### Card with Top Border
-- **Background:** `#FFFFFF`
-- **Border:** `1px solid #F0EEEC`
-- **Border Radius:** `15.2px 15.2px 0px 0px` (top corners only)
-- **Padding:** `24px`
-- **Box Shadow:** `none`
-- **Top Border Color:** `#FF7733` (3px height implied)
+## 6. Componentes
 
-#### Surface Container (Header/Nav)
-- **Background:** `#FF7733`
-- **Height:** `64px`
-- **Padding:** `0px 24px`
-- **Box Shadow:** `none`
-- **Text Color:** `#FFFFFF`
-- **Border:** `0px solid transparent`
+### Botões
 
-#### Light Surface
-- **Background:** `#F8F6F4`
-- **Border:** `0px solid transparent`
-- **Border Radius:** `11.2px`
-- **Padding:** `16px`
-- **Box Shadow:** `none`
+Use [`Button`](./src/shared/components/ui/button.tsx) e suas variantes:
 
-### Inputs & Forms
+| Variante | Uso |
+|---|---|
+| `default` | Ação principal da tela ou do fluxo |
+| `secondary` | Ação complementar |
+| `outline` | Ação neutra com contorno |
+| `ghost` | Ação discreta em barras e grupos |
+| `link` | Ação textual |
+| `destructive` | Exclusão ou operação irreversível |
+| `navbar` | Ferramentas da navegação superior |
 
-#### Text Input
-- **Background:** `#FFFFFF`
-- **Border:** `1px solid #F0EEEC`
-- **Border Radius:** `9.2px`
-- **Padding:** `12px 16px`
-- **Font Size:** `16px`
-- **Text Color:** `#2A2827`
-- **Line Height:** `24px`
-- **Placeholder Color:** `#999890`
-- **Focus State:** Border color `#FF7733`; box-shadow `0px 0px 0px 3px rgba(255, 119, 51, 0.1)`
-- **Error State:** Border color `#F53F2D`; background `#FEF5F3`
-- **Disabled State:** Background `#F8F6F4`; text color `#BFBAB7`; border color `#F0EEEC`
+Não coloque duas ações `default` competindo na mesma região. Para ícones sem
+rótulo visível, inclua `aria-label` ou texto apenas para leitores de tela.
 
-#### Select / Dropdown
-- **Background:** `#FFFFFF`
-- **Border:** `1px solid #F0EEEC`
-- **Border Radius:** `9.2px`
-- **Padding:** `12px 16px`
-- **Font Size:** `16px`
-- **Text Color:** `#2A2827`
-- **Focus State:** Border color `#FF7733`; outline `0px`
-- **Hover State:** Background `#FAFAF8`
+### Cards
 
-#### Checkbox & Radio
-- **Size:** `20px` × `20px`
-- **Border Radius:** `4px` (checkbox), `50%` (radio)
-- **Border:** `2px solid #F0EEEC`
-- **Background:** `#FFFFFF`
-- **Checked Background:** `#FF7733`
-- **Checked Border:** `2px solid #FF7733`
-- **Checked Icon Color:** `#FFFFFF`
-- **Focus:** Border `2px solid #FF7733`; box-shadow `0px 0px 0px 3px rgba(255, 119, 51, 0.1)`
+Use [`Card`](./src/shared/components/ui/card.tsx) para agrupar informações
+relacionadas. O componente já define fundo, borda, sombra leve, raio e destaque
+de hover. Não transforme todo conteúdo em card: listas densas e tabelas podem
+usar uma única superfície.
 
-### Navigation
+### Formulários
 
-#### Primary Navigation
-- **Background:** `#FF7733`
-- **Height:** `64px`
-- **Padding:** `0px 48px`
-- **Display:** flex; align-items: center; gap `32px`
-- **Link Color:** `#FFFFFF`
-- **Link Font Size:** `16px`
-- **Link Font Weight:** `400`
-- **Link Hover:** Opacity `0.8`
-- **Link Active:** Text decoration underline; opacity `1.0`
+Campos devem usar os componentes compartilhados, como `Input`, `Select`,
+`Checkbox`, `Switch` e `DatePicker`. Eles já aplicam foco com `ring`, estados
+desabilitados e integração visual com os temas. Sempre associe controles a
+`Label` e apresente erros próximos ao campo correspondente.
 
-#### Secondary Navigation / Tabs
-- **Background:** `transparent`
-- **Border Bottom:** `2px solid #F0EEEC`
-- **Tab Padding:** `16px 24px`
-- **Tab Color:** `#676260`
-- **Tab Font Size:** `16px`
-- **Tab Hover:** Color `#443732`
-- **Tab Active:** Color `#FF7733`; border-bottom color `#FF7733`
+### Diálogos
 
-#### Breadcrumb Navigation
-- **Font Size:** `14px`
-- **Color:** `#676260`
-- **Separator:** `/` with `0px 8px` margin
-- **Link Color:** `#443732`
-- **Link Hover:** Color `#FF7733`
-- **Current (Active):** Color `#2A2827`; font-weight `500`
+Use [`Dialog`](./src/shared/components/ui/dialog.tsx) para tarefas focadas. Em
+mobile, o conteúdo respeita a largura disponível; em telas maiores, o modal pode
+ganhar mais espaço. Botões do rodapé devem preservar a ordem e a hierarquia da
+ação principal.
 
-### Badges & Status Indicators
+### Feedback
 
-#### Badge – Default
-- **Background:** `#F8F6F4`
-- **Text Color:** `#443732`
-- **Padding:** `4px 12px`
-- **Border Radius:** `20px`
-- **Font Size:** `12px`
-- **Font Weight:** `500`
-- **Border:** `0px solid transparent`
+Use toast para retorno breve, `Alert` para contexto persistente e componentes em
+[`src/shared/components/feedback/`](./src/shared/components/feedback/) para
+estados vazios, status e confirmações. Textos visíveis ao usuário devem estar em
+português claro.
 
-#### Badge – Success
-- **Background:** `#E8F5F0`
-- **Text Color:** `#0E9D6E`
-- **Padding:** `4px 12px`
-- **Border Radius:** `20px`
-- **Font Size:** `12px`
-- **Font Weight:** `500`
+## 7. Layout e navegação
 
-#### Badge – Warning
-- **Background:** `#FEF5E8`
-- **Text Color:** `#F7A439`
-- **Padding:** `4px 12px`
-- **Border Radius:** `20px`
-- **Font Size:** `12px`
-- **Font Weight:** `500`
+As páginas protegidas usam uma navbar fixa e um contêiner central com largura
+máxima `max-w-8xl`, padding lateral responsivo e espaçamento vertical enxuto. A
+navegação principal fica em
+[`src/shared/components/navigation/navbar/`](./src/shared/components/navigation/navbar/).
 
-#### Badge – Error
-- **Background:** `#FEF5F3`
-- **Text Color:** `#F53F2D`
-- **Padding:** `4px 12px`
-- **Border Radius:** `20px`
-- **Font Size:** `12px`
-- **Font Weight:** `500`
+Padrões:
 
-## 5. Layout Principles
+- telas do App Router devem continuar finas;
+- conteúdo principal começa abaixo da navbar fixa (`pt-16`);
+- use uma coluna em telas pequenas e expanda grids progressivamente;
+- tabelas e gráficos devem preservar leitura em viewport estreita;
+- ações essenciais precisam continuar alcançáveis por toque e teclado.
 
-### Spacing System
-- **Base Unit:** `4px`
-- **Scale:** `4px`, `8px`, `12px`, `16px`, `24px`, `32px`, `48px`, `56px`, `64px`, `80px`, `96px`, `128px`
+## 8. Acessibilidade
 
-**Usage Contexts:**
-- **4–8px:** Tight spacing within compact components (icon-text pairs, inline elements)
-- **12–16px:** Standard padding inside cards, inputs, and buttons
-- **24–32px:** Section gaps, spacing between components on a page
-- **48–64px:** Large section separations, hero spacing
-- **80–128px:** Hero margins, page-level vertical rhythm
+- mantenha foco visível com os tokens `ring`;
+- use HTML semântico antes de adicionar ARIA;
+- não comunique estado apenas por cor;
+- associe labels a inputs;
+- forneça nome acessível para botões de ícone;
+- confira contraste e navegação por teclado nos temas claro e escuro;
+- mantenha áreas de toque confortáveis em mobile.
 
-### Grid & Container
-- **Max Width:** `1440px` for full-width containers
-- **Content Width:** `1152px` for typical page layouts
-- **Column Strategy:** 12-column grid system; gutter `24px`
-- **Container Padding:** `48px` on desktop (left + right)
-- **Section Pattern:** Full-width containers with internal max-width constraint
+## 9. Checklist de revisão visual
 
-### Whitespace Philosophy
-OpenMonetis prioritizes breathing room and visual clarity. Whitespace is intentional and strategic—surrounding headings, separating card groups, and framing key messages. The warm neutral backgrounds (`#F8F6F4`, `#F5F2EF`) create natural visual separation without hard borders. Minimum margin between major sections is `64px` vertically; minimum padding inside containers is `16px`.
-
-### Border Radius Scale
-- **Sharp Corners:** `0px` (utility container tops, category selectors)
-- **Subtle Radius:** `9.2px` (buttons, small inputs, icon buttons)
-- **Standard Radius:** `11.2px` (cards, standard containers, modals)
-- **Rounded Top:** `15.2px 15.2px 0px 0px` (card headers, sheet-style containers)
-- **Pill Shape:** `24px` (badges, full-rounded tags, avatar images)
-- **Circle:** `50%` (avatar images, radial elements)
-
-## 6. Depth & Elevation
-
-| Level | Treatment | Use |
-|-------|-----------|-----|
-| Flat (None) | No shadow, `border: 1px solid #F0EEEC` | Default cards, inputs, containers; baseline surfaces |
-| Subtle (sm) | `0px 1px 3px rgba(0, 0, 0, 0.06)` | Secondary buttons, hover states on light surfaces |
-| Medium (md) | `0px 4px 12px rgba(0, 0, 0, 0.08)` | Elevated cards on hover, floating actions |
-| Deep (lg) | `0px 10px 24px rgba(0, 0, 0, 0.12)` | Modals, dropdowns, popover menus |
-
-**Shadow Philosophy:**
-The design system uses restrained shadow treatment aligned with a flat-modern aesthetic. Shadows emerge subtly on interaction (hover, focus) rather than as default styling. The primary depth cue is border color (`#F0EEEC`), which maintains visual hierarchy without excessive z-depth. When shadows are used, they employ warm-tinted blacks (`rgba(0, 0, 0, 0.06–0.12)`) to harmonize with the warm neutral palette.
-
-## 7. Do's and Don'ts
-
-### Do
-- Use the primary orange (`#FF7733`) exclusively for the most important call-to-action buttons
-- Apply generous padding (`24px–48px`) around sections and inside cards for breathing room
-- Stack elements vertically with `24–32px` gaps for clear visual rhythm
-- Use warm grays (`#443732`, `#2A2827`) for all body text to maintain the warm aesthetic
-- Apply `9.2px` border radius consistently to all interactive elements (buttons, inputs)
-- Keep line heights at `1.4×` or greater for comfortable reading on body text
-- Use semantic colors (`#0E9D6E` success, `#F7A439` warning, `#F53F2D` error) intentionally
-- Test contrast ratios; maintain WCAG AA minimum (4.5:1 for body text)
-- Use the `Inter` typeface exclusively for consistency
-- Implement focus states with a `3px` colored outline or border
-
-### Don't
-- Don't use orange anywhere except primary CTAs and critical highlights
-- Don't reduce padding below `12px` inside cards or `8px` inside compact buttons
-- Don't use dark backgrounds (`#0F0D0C`) for body text on light surfaces; stick to `#2A2827` or `#443732`
-- Don't apply shadows as default styling; reserve them for elevated states (hover, focus, modal)
-- Don't mix border radius values on the same component type; stick to defined scale
-- Don't increase line height above `1.6×` for headings; tighten for impact
-- Don't use the error color (`#F53F2D`) for general emphasis; reserve for genuine errors
-- Don't create new colors outside the palette; use opacity if gradation is needed
-- Don't apply multiple shadows to a single element; layer a maximum of two shadow values
-- Don't forget to include focus/keyboard navigation states on all interactive elements
-
-## 8. Responsive Behavior
-
-### Breakpoints
-
-| Breakpoint | Width | Key Changes |
-|-----------|-------|-------------|
-| Mobile | `375px–599px` | Single column; container padding `16px`; font sizes reduce 1–2 sizes; gap scale halved |
-| Tablet | `600px–1023px` | Two-column grid; container padding `32px`; button height `36px`; heading sizes reduce slightly |
-| Desktop | `1024px+` | Full 12-column grid; container padding `48px`; full-scale typography; max-width `1440px` |
-
-### Touch Targets
-- **Minimum Interactive Size:** `44px` × `44px` for mobile; `40px` × `40px` for desktop
-- **Button Padding:** `12px` vertical, `16px` horizontal (minimum)
-- **Link Padding:** `6px` vertical, `8px` horizontal minimum
-- **Icon Button:** `32px` × `32px` minimum (32px on mobile preferred)
-- **Spacing Between Targets:** `8px` minimum to avoid accidental activation
-
-### Collapsing Strategy
-- **Navigation:** Horizontal nav on desktop collapses to hamburger menu on tablet; menu items stack vertically with `12px` gap
-- **Grid:** 12-column layout on desktop → 6-column on tablet → 2-column (stacked) on mobile
-- **Cards:** Three-column card layouts collapse to single column on mobile; padding reduces from `24px` to `16px`
-- **Typography:** Display (60px) → 36px on tablet → 28px on mobile; body (20px) → 18px on tablet → 16px on mobile
-- **Spacing:** All spacing scale values reduce by 25–33% on mobile (e.g., `24px` gap → `16px` on tablet, `12px` on mobile)
-- **Buttons:** Full-width on mobile (padding `0px`); inline (auto-width) on desktop
-- **Inputs:** Full-width on mobile; constrained width on desktop
-
-## 9. Agent Prompt Guide
-
-### Quick Color Reference
-- **Primary CTA:** Warm Orange (`#FF7733`) — Buttons, highlights, key interactions
-- **Primary Text:** Warm Brown (`#443732`) — Headings, strong emphasis
-- **Secondary Text:** Dark Neutral (`#2A2827`) — Body text, card content
-- **Background:** White (`#FFFFFF`) — Cards, primary surfaces
-- **Background Alt:** Cream (`#FCF7F6`) — Alternative surfaces, light containers
-- **Border:** Pale Gray (`#F0EEEC`) — Card borders, divider lines
-- **Success:** Green (`#0E9D6E`) — Confirmation, positive states
-- **Warning:** Amber (`#F7A439`) — Cautions, attention states
-- **Error:** Red-Orange (`#F53F2D`) — Errors, destructive actions
-- **Disabled:** Light Gray (`#E8E3E0`) — Inactive elements, inaccessible states
-
-### Iteration Guide
-1. **Always use `#FF7733` for primary buttons** and all main call-to-action elements; secondary buttons use `#FFFFFF` with `#F0EEEC` border
-2. **Typography is always `Inter`** with weights 400 (body), 500 (emphasis), and 600 (headings); size hierarchy: 14 → 16 → 20 → 36 → 60px
-3. **Spacing base is `4px`**; use multiples from the scale (8, 12, 16, 24, 32, 48, 64, 80, 96, 128px); never arbitrary values
-4. **Border radius:** Apply `9.2px` to all buttons and inputs, `11.2px` to cards, `15.2px 15.2px 0px 0px` to top-bordered containers
-5. **Cards default to `#FFFFFF` background with `1px solid #F0EEEC` border**; add shadow only on hover (0px 4px 12px rgba(0, 0, 0, 0.08))
-6. **Form inputs:** Padding `12px 16px`, border `1px solid #F0EEEC`, focus state `border: 1px solid #FF7733` + `box-shadow: 0px 0px 0px 3px rgba(255, 119, 51, 0.1)`
-7. **Navigation background is always `#FF7733`** with white text; links in content use `#443732` with underline on active
-8. **Maintain 1.4× line height minimum for body text**; tighten headings to 1:1 or 1.2:1 ratio
-9. **Contrast validation:** Text `#0F0D0C` or `#2A2827` on light backgrounds (WCAG AA); text `#FFFFFF` on `#FF7733` (WCAG AAA)
-10. **Responsive collapse:** Reduce padding and font by 25% on mobile; stack multi-column layouts to single column; full-width buttons on mobile only
+- O componente compartilhado existente foi reutilizado?
+- As cores usam tokens semânticos?
+- A tela funciona em tema claro e escuro?
+- O layout continua legível em mobile?
+- Foco, labels e nomes acessíveis estão presentes?
+- Estados vazio, carregando, erro e sucesso foram considerados?
+- Valores financeiros continuam fáceis de comparar?

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-2.7.0-blue?style=flat-square)](CHANGELOG.md)
+[![Version](https://img.shields.io/badge/version-2.7.1-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/)
@@ -36,6 +36,7 @@
 - [Backup](#-backup)
 - [Storage S3 Compatível](#-storage-s3-compatível)
 - [Variáveis de Ambiente](#-variáveis-de-ambiente)
+- [Design System](#-design-system)
 - [Arquitetura](#-arquitetura)
 - [Contribuindo](#-contribuindo)
 - [Apoie o Projeto](#-apoie-o-projeto)
@@ -64,7 +65,7 @@ A ideia é simples: ter um lugar onde consigo ver todas as minhas contas, cartõ
 
 💰 **Contas e transações** — Contas bancárias, cartões, dinheiro. Receitas, despesas, rendimentos e transferências. Categorização, divisão de lançamentos entre várias pessoas, 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.
+📊 **Dashboard e relatórios** — Widgets personalizáveis, métricas com atalhos para lançamentos, gráficos de evolução, comparativos por categoria, tendências, uso de cartões, top estabelecimentos e navegação direta entre meses pelo seletor de período. Exportação em PDF e Excel.
 
 💳 **Faturas de cartão** — Acompanhe faturas por período, controle limites e vencimentos.
 
@@ -86,7 +87,7 @@ A ideia é simples: ter um lugar onde consigo ver todas as minhas contas, cartõ
   <img src="./public/images/companion-preview-light.webp" alt="OpenMonetis Companion" width="300" height="600" />
 </p>
 
-⚙️ **Personalização** — Tema dark/light, modo privacidade e changelog visual para acompanhar as novidades do app.
+⚙️ **Personalização** — Tema dark/light, modo privacidade, ordem das colunas, exibição de anotações, tamanho máximo de anexos, resumo opcional no modal de lançamento e changelog visual para acompanhar as novidades do app.
 
 ### Stack técnica
 
@@ -94,6 +95,7 @@ A ideia é simples: ter um lugar onde consigo ver todas as minhas contas, cartõ
 - **PostgreSQL** + **Drizzle ORM**
 - **Better Auth** (email/senha, OAuth, Passkeys/WebAuthn)
 - **shadcn/ui** (Radix UI) + **Tailwind CSS**
+- **Bricolage Grotesque** via `next/font`
 - **Docker** (multi-stage build)
 - **Biome** (linting + formatting)
 - **Vercel AI SDK** (Claude, GPT, Gemini, MiniMax, OpenRouter, Ollama)
@@ -504,6 +506,19 @@ Se o OpenMonetis estiver rodando dentro de um container Docker e o Ollama estive
 
 ---
 
+## 🎨 Design System
+
+O OpenMonetis usa uma identidade visual própria com superfícies quentes, laranja
+como cor de destaque, temas claro e escuro e tipografia Bricolage Grotesque. A
+interface é construída com tokens semânticos em OKLCH, Tailwind CSS 4 e
+componentes compartilhados baseados em shadcn/ui e Radix UI.
+
+As regras de cores, tipografia, componentes, responsividade e acessibilidade
+estão documentadas no [`DESIGN.md`](DESIGN.md). Use esse guia como referência ao
+criar telas ou alterar componentes visuais.
+
+---
+
 ## 🏗️ Arquitetura
 
 O projeto segue arquitetura **feature-first** dentro de `src/`:

drizzle/0030_complete_umar.sql

@@ -0,0 +1 @@
+ALTER TABLE "preferencias_usuario" ADD COLUMN "mostrar_resumo_lancamento" boolean DEFAULT true NOT NULL;

drizzle/meta/_journal.json

@@ -204,6 +204,13 @@
 			"when": 1777648189399,
 			"tag": "0029_friendly_spitfire",
 			"breakpoints": true
+		},
+		{
+			"idx": 30,
+			"version": "7",
+			"when": 1780150535055,
+			"tag": "0030_complete_umar",
+			"breakpoints": true
 		}
 	]
 }

package.json

@@ -1,6 +1,6 @@
 {
 	"name": "openmonetis",
-	"version": "2.7.0",
+	"version": "2.7.1",
 	"private": true,
 	"packageManager": "pnpm@11.1.3",
 	"scripts": {

public/fonts/font_index.ts

@@ -1,10 +1,10 @@
-import { Golos_Text } from "next/font/google";
+import { Bricolage_Grotesque } from "next/font/google";
 
-export const inter = Golos_Text({
+export const bricolage = Bricolage_Grotesque({
 	subsets: ["latin"],
 	display: "swap",
-	variable: "--font-inter",
-	fallback: ["ui-sans-serif", "system-ui"],
+	variable: "--font-bricolage",
+	fallback: ["arial", "ui-sans-serif", "system-ui"],
 	weight: ["500", "600", "700"],
 	preload: true,
 });

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

@@ -27,6 +27,10 @@ export default async function Page({ searchParams }: PageProps) {
 	const { dashboardData, preferences, quickActionOptions } =
 		await fetchDashboardPageData(user.id, selectedPeriod);
 	const { dashboardWidgets } = preferences;
+	const adminPayerSlug =
+		quickActionOptions.payerOptions.find(
+			(option) => option.value === quickActionOptions.defaultPayerId,
+		)?.slug ?? null;
 
 	const logoMappings = await prefetchLogoMappings(
 		user.id,
@@ -37,7 +41,11 @@ export default async function Page({ searchParams }: PageProps) {
 		<main className="flex flex-col gap-4">
 			<DashboardWelcome name={user.name} />
 			<MonthNavigation />
-			<DashboardMetricsCards metrics={dashboardData.metrics} />
+			<DashboardMetricsCards
+				metrics={dashboardData.metrics}
+				period={selectedPeriod}
+				adminPayerSlug={adminPayerSlug}
+			/>
 			<LogoPrefetchProvider mappings={logoMappings}>
 				<DashboardGridEditable
 					data={dashboardData}

src/app/(dashboard)/insights/loading.tsx

@@ -1,39 +1,125 @@
+import { Card, CardContent } from "@/shared/components/ui/card";
 import { Skeleton } from "@/shared/components/ui/skeleton";
 
-/**
- * Loading state para a página de insights com IA
- */
+const providers = [
+	"openai",
+	"anthropic",
+	"google",
+	"minimax",
+	"openrouter",
+	"ollama",
+];
+
+const summaryRows = ["period", "data-source"];
+
 export default function InsightsLoading() {
 	return (
 		<main className="flex flex-col gap-6">
-			<div className="space-y-6 pt-4">
-				{/* Header */}
-				<div className="space-y-2">
-					<Skeleton className="h-10 w-64 rounded-md bg-foreground/10" />
-					<Skeleton className="h-6 w-96 rounded-md bg-foreground/10" />
+			<Card className="flex w-full flex-row items-center justify-between gap-2 px-3 py-3 sm:px-4">
+				<div className="flex items-center gap-2">
+					<Skeleton className="size-8 bg-foreground/10" />
+					<Skeleton className="h-8 w-40 bg-foreground/10" />
+					<Skeleton className="size-8 bg-foreground/10" />
 				</div>
+			</Card>
 
-				{/* Grid de insights */}
-				<div className="grid grid-cols-1 gap-6 lg:grid-cols-2">
-					{Array.from({ length: 4 }).map((_, i) => (
-						<div key={i} className="rounded-md border p-6 space-y-4">
-							<div className="flex items-start justify-between">
-								<div className="space-y-2 flex-1">
-									<Skeleton className="h-6 w-48 rounded-md bg-foreground/10" />
-									<Skeleton className="h-4 w-full rounded-md bg-foreground/10" />
-									<Skeleton className="h-4 w-3/4 rounded-md bg-foreground/10" />
+			<section className="space-y-4">
+				<div className="grid items-stretch gap-4 xl:grid-cols-[minmax(0,1fr)_340px]">
+					<div className="space-y-4">
+						<Card className="border-border/70 bg-card/95 shadow-sm">
+							<CardContent className="space-y-6">
+								<div className="space-y-2">
+									<Skeleton className="h-8 w-64 bg-foreground/10" />
+									<Skeleton className="h-4 w-full max-w-2xl bg-foreground/10" />
+									<Skeleton className="h-4 w-3/4 max-w-xl bg-foreground/10" />
+								</div>
+
+								<div className="space-y-3">
+									<div className="space-y-2">
+										<Skeleton className="h-4 w-28 bg-foreground/10" />
+										<Skeleton className="h-3 w-80 max-w-full bg-foreground/10" />
+									</div>
+
+									<div className="grid gap-3 md:grid-cols-2 xl:grid-cols-3">
+										{providers.map((provider) => (
+											<div
+												className="flex min-h-24 items-start gap-3 rounded-2xl border p-4"
+												key={provider}
+											>
+												<Skeleton className="mt-1 size-4 shrink-0 rounded-full bg-foreground/10" />
+												<Skeleton className="size-8 shrink-0 rounded-full bg-foreground/10" />
+												<div className="flex-1 space-y-2">
+													<Skeleton className="h-4 w-20 bg-foreground/10" />
+													<Skeleton className="h-3 w-full bg-foreground/10" />
+													<Skeleton className="h-3 w-3/4 bg-foreground/10" />
+												</div>
+											</div>
+										))}
+									</div>
+								</div>
+							</CardContent>
+						</Card>
+
+						<Card className="border-border/70 bg-card/95 shadow-sm">
+							<CardContent className="space-y-6">
+								<div className="space-y-3">
+									<div className="space-y-2">
+										<Skeleton className="h-4 w-32 bg-foreground/10" />
+										<Skeleton className="h-3 w-72 max-w-full bg-foreground/10" />
+									</div>
+									<Skeleton className="h-9 w-full max-w-72 bg-foreground/10" />
+								</div>
+
+								<div className="flex items-center justify-between gap-3">
+									<Skeleton className="h-9 w-24 bg-foreground/10" />
+									<Skeleton className="h-9 w-32 bg-foreground/10" />
+								</div>
+							</CardContent>
+						</Card>
+					</div>
+
+					<Card className="border-border/70 bg-card/95 shadow-sm">
+						<CardContent className="flex flex-col gap-4">
+							<div className="flex items-center gap-3">
+								<Skeleton className="size-9 rounded-xl bg-foreground/10" />
+								<div className="space-y-2">
+									<Skeleton className="h-4 w-32 bg-foreground/10" />
+									<Skeleton className="h-3 w-24 bg-foreground/10" />
 								</div>
-								<Skeleton className="size-8 rounded-full bg-foreground/10" />
 							</div>
-							<div className="space-y-2">
-								<Skeleton className="h-3 w-full rounded-md bg-foreground/10" />
-								<Skeleton className="h-3 w-full rounded-md bg-foreground/10" />
-								<Skeleton className="h-3 w-2/3 rounded-md bg-foreground/10" />
+
+							<Skeleton className="h-9 w-full bg-foreground/10" />
+							<Skeleton className="h-8 w-full bg-foreground/10" />
+
+							<div className="space-y-4">
+								{summaryRows.map((row) => (
+									<div className="flex gap-3" key={row}>
+										<Skeleton className="size-4 shrink-0 bg-foreground/10" />
+										<div className="flex-1 space-y-2">
+											<Skeleton className="h-3 w-24 bg-foreground/10" />
+											<Skeleton className="h-3 w-full bg-foreground/10" />
+										</div>
+									</div>
+								))}
 							</div>
-						</div>
-					))}
+
+							<div className="space-y-3">
+								<Skeleton className="h-3 w-32 bg-foreground/10" />
+								<div className="flex items-center gap-3">
+									<Skeleton className="size-8 rounded-full bg-foreground/10" />
+									<div className="flex-1 space-y-2">
+										<Skeleton className="h-4 w-20 bg-foreground/10" />
+										<Skeleton className="h-3 w-32 bg-foreground/10" />
+									</div>
+								</div>
+							</div>
+
+							<Skeleton className="h-20 w-full rounded-2xl bg-foreground/10" />
+							<Skeleton className="h-20 w-full rounded-2xl bg-foreground/10" />
+						</CardContent>
+					</Card>
 				</div>
-			</div>
+			</section>
 		</main>
 	);
 }

src/app/(dashboard)/layout.tsx

@@ -1,10 +1,12 @@
 import { connection } from "next/server";
 import { fetchDashboardNavbarData } from "@/features/dashboard/lib/navbar-queries";
 import { AppNavbar } from "@/shared/components/navigation/navbar/app-navbar";
+import { AppPreferencesProvider } from "@/shared/components/providers/app-preferences-provider";
 import { LogoDevProvider } from "@/shared/components/providers/logo-dev-provider";
 import { PrivacyProvider } from "@/shared/components/providers/privacy-provider";
 import { getUserSession } from "@/shared/lib/auth/server";
 import { isLogoDevEnabled } from "@/shared/lib/logo/server";
+import { fetchAppPreferences } from "@/shared/lib/preferences/queries";
 
 export default async function DashboardLayout({
 	children,
@@ -13,26 +15,32 @@ export default async function DashboardLayout({
 }>) {
 	await connection();
 	const session = await getUserSession();
-	const navbarData = await fetchDashboardNavbarData(session.user.id);
+	const [navbarData, appPreferences] = await Promise.all([
+		fetchDashboardNavbarData(session.user.id),
+		fetchAppPreferences(session.user.id),
+	]);
 	const logoDevEnabled = isLogoDevEnabled();
 
 	return (
 		<LogoDevProvider enabled={logoDevEnabled}>
-			<PrivacyProvider>
-				<AppNavbar
-					user={{ ...session.user, image: session.user.image ?? null }}
-					payerAvatarUrl={navbarData.payerAvatarUrl}
-					inboxPendingCount={navbarData.inboxPendingCount}
-					notificationsSnapshot={navbarData.notificationsSnapshot}
-				/>
-				<div className="relative flex flex-1 flex-col pt-16">
-					<div className="@container/main flex flex-1 flex-col gap-2">
-						<div className="flex flex-col gap-4 py-5 md:gap-6 w-full max-w-8xl mx-auto px-4 ">
-							{children}
+			<AppPreferencesProvider {...appPreferences}>
+				<PrivacyProvider>
+					<AppNavbar
+						user={{ ...session.user, image: session.user.image ?? null }}
+						payerAvatarUrl={navbarData.payerAvatarUrl}
+						inboxPendingCount={navbarData.inboxPendingCount}
+						notificationsSnapshot={navbarData.notificationsSnapshot}
+						financeLinks={navbarData.financeLinks}
+					/>
+					<div className="relative flex flex-1 flex-col pt-16">
+						<div className="@container/main flex flex-1 flex-col gap-2">
+							<div className="flex flex-col gap-4 py-5 md:gap-6 w-full max-w-8xl mx-auto px-4 ">
+								{children}
+							</div>
 						</div>
 					</div>
-				</div>
-			</PrivacyProvider>
+				</PrivacyProvider>
+			</AppPreferencesProvider>
 		</LogoDevProvider>
 	);
 }

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

@@ -0,0 +1,61 @@
+import { Card, CardContent, CardHeader } from "@/shared/components/ui/card";
+import { Skeleton } from "@/shared/components/ui/skeleton";
+
+const installmentCards = ["first", "second", "third"];
+
+export default function Loading() {
+	return (
+		<main className="flex flex-col gap-4 pb-8">
+			<Card className="border-none bg-primary/10 shadow-none">
+				<CardContent className="flex flex-col items-start justify-center gap-2 py-2">
+					<Skeleton className="h-4 w-64 bg-foreground/10" />
+					<Skeleton className="h-9 w-36 bg-foreground/10" />
+					<Skeleton className="h-4 w-32 bg-foreground/10" />
+				</CardContent>
+			</Card>
+
+			<Skeleton className="h-8 w-36 bg-foreground/10" />
+
+			<div className="grid grid-cols-1 gap-3 md:grid-cols-2 lg:grid-cols-3">
+				{installmentCards.map((card) => (
+					<Card key={card} className="overflow-hidden">
+						<CardHeader className="pb-0">
+							<div className="flex items-start gap-2">
+								<Skeleton className="mt-1 size-4 shrink-0 bg-foreground/10" />
+								<Skeleton className="size-10 shrink-0 rounded-full bg-foreground/10" />
+								<div className="flex-1 space-y-2">
+									<Skeleton className="h-5 w-32 bg-foreground/10" />
+									<Skeleton className="h-4 w-24 bg-foreground/10" />
+								</div>
+								<Skeleton className="h-5 w-16 rounded-full bg-foreground/10" />
+							</div>
+						</CardHeader>
+
+						<CardContent>
+							<div className="mb-4 grid grid-cols-2 gap-4 rounded-lg bg-primary/5 p-4">
+								<div className="space-y-2">
+									<Skeleton className="h-3 w-24 bg-foreground/10" />
+									<Skeleton className="h-6 w-20 bg-foreground/10" />
+								</div>
+								<div className="flex flex-col items-end gap-2">
+									<Skeleton className="h-3 w-16 bg-foreground/10" />
+									<Skeleton className="h-6 w-20 bg-foreground/10" />
+								</div>
+							</div>
+
+							<div className="mb-4 space-y-2">
+								<div className="flex items-center justify-between">
+									<Skeleton className="h-3 w-40 bg-foreground/10" />
+									<Skeleton className="h-3 w-16 bg-foreground/10" />
+								</div>
+								<Skeleton className="h-2.5 w-full bg-foreground/10" />
+							</div>
+
+							<Skeleton className="h-8 w-full bg-foreground/10" />
+						</CardContent>
+					</Card>
+				))}
+			</div>
+		</main>
+	);
+}

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

@@ -82,6 +82,9 @@ export default async function Page() {
 									userPreferences?.transactionsColumnOrder ?? null
 								}
 								attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
+								showTransactionSummary={
+									userPreferences?.showTransactionSummary ?? true
+								}
 							/>
 						</div>
 					</Card>

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

@@ -86,7 +86,7 @@ export async function POST(request: Request) {
 		const body = await request.json();
 		const { items } = inboxBatchSchema.parse(body);
 
-		// Processar todos os itens em paralelo
+		// lançar todos os itens em paralelo
 		const settled = await Promise.allSettled(
 			items.map((item) =>
 				db
@@ -119,7 +119,7 @@ export async function POST(request: Request) {
 			return {
 				clientId: item?.clientId,
 				success: false,
-				error: "Erro ao processar notificação",
+				error: "Erro ao lançar notificação",
 			};
 		});
 
@@ -160,7 +160,7 @@ export async function POST(request: Request) {
 
 		console.error("[API] Error creating batch inbox items:", error);
 		return NextResponse.json(
-			{ error: "Erro ao processar notificações" },
+			{ error: "Erro ao lançar notificações" },
 			{ status: 500 },
 		);
 	}

src/app/api/inbox/route.ts

@@ -127,7 +127,7 @@ export async function POST(request: Request) {
 
 		console.error("[API] Error creating inbox item:", error);
 		return NextResponse.json(
-			{ error: "Erro ao processar notificação" },
+			{ error: "Erro ao lançar notificação" },
 			{ status: 500 },
 		);
 	}

src/app/globals.css

@@ -117,7 +117,7 @@
   --destructive: oklch(62% 0.2 28);
   --destructive-foreground: oklch(98% 0.005 30);
 
-  --border: oklch(31.987% 0.00462 39.069);
+  --border: oklch(24.576% 0.0072 67.399);
   --input: var(--border);
   --ring: var(--primary);
 
@@ -170,7 +170,7 @@
 }
 
 @theme inline {
-  --default-font-family: var(--font-inter);
+  --default-font-family: var(--font-bricolage);
   --color-background: var(--background);
   --color-foreground: var(--foreground);
   --color-card: var(--card);

src/app/layout.tsx

@@ -4,7 +4,7 @@ import { QueryProvider } from "@/shared/components/providers/query-provider";
 import { ThemeProvider } from "@/shared/components/providers/theme-provider";
 import { Toaster } from "@/shared/components/ui/sonner";
 import "./globals.css";
-import { inter } from "@/public/fonts/font_index";
+import { bricolage } from "@/public/fonts/font_index";
 
 export const metadata: Metadata = {
 	title: {
@@ -24,7 +24,7 @@ export default function RootLayout({
 		<html
 			data-scroll-behavior="smooth"
 			lang="pt-BR"
-			className={`${inter.variable}`}
+			className={`${bricolage.className}`}
 			suppressHydrationWarning
 		>
 			<head>

src/db/schema.ts

@@ -154,6 +154,9 @@ export const userPreferences = pgTable("preferencias_usuario", {
 		string[] | null
 	>(),
 	attachmentMaxSizeMb: integer("attachment_max_size_mb").notNull().default(50),
+	showTransactionSummary: boolean("mostrar_resumo_lancamento")
+		.notNull()
+		.default(true),
 	dashboardWidgets: jsonb("dashboard_widgets").$type<{
 		order: string[];
 		hidden: string[];
@@ -495,7 +498,7 @@ export const inboxItems = pgTable(
 			withTimezone: true,
 		}).notNull(),
 
-		// Dados parseados (editáveis pelo usuário antes de processar)
+		// Dados parseados (editáveis pelo usuário antes de lançar)
 		parsedName: text("parsed_name"), // Nome do estabelecimento
 		parsedAmount: numeric("parsed_amount", { precision: 12, scale: 2 }),
 

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

@@ -82,7 +82,7 @@ export function AccountStatementCard({
 					</div>
 
 					{/* Linha 2 — saldo final (hero) */}
-					<div className="space-y-4">
+					<div className="space-y-3">
 						<p className="text-sm text-muted-foreground ">
 							Saldo ao final do período
 						</p>

src/features/calendar/components/event-modal.tsx

@@ -81,6 +81,8 @@ const renderLancamento = (
 
 const renderBoleto = (event: Extract<CalendarEvent, { type: "boleto" }>) => {
 	const isPaid = Boolean(event.transaction.isSettled);
+	const isIncome = event.transaction.transactionType === "Receita";
+	const settlementLabel = isIncome ? "Recebido" : "Pago";
 	const dueDateLabel = formatFinancialDateLabel(
 		event.transaction.dueDate,
 		"Vence em",
@@ -89,7 +91,7 @@ const renderBoleto = (event: Extract<CalendarEvent, { type: "boleto" }>) => {
 	const paymentDateLabel = isPaid
 		? formatFinancialDateLabel(
 				event.transaction.boletoPaymentDate,
-				"Pago em",
+				`${settlementLabel} em`,
 				DATE_FORMAT,
 			)
 		: null;
@@ -109,7 +111,9 @@ const renderBoleto = (event: Extract<CalendarEvent, { type: "boleto" }>) => {
 							<span className="text-success">{paymentDateLabel}</span>
 						)}
 					</div>
-					<Badge variant="outline">{isPaid ? "Pago" : "Pendente"}</Badge>
+					<Badge variant="outline">
+						{isPaid ? settlementLabel : "Pendente"}
+					</Badge>
 				</div>
 				<MoneyValues
 					className="font-medium whitespace-nowrap"

src/features/categories/components/category-detail-header.tsx

@@ -89,7 +89,7 @@ export function CategoryDetailHeader({
 				</div>
 
 				<div className="grid gap-3 md:grid-cols-3">
-					<div className="rounded-md border border-dashed bg-muted/20 px-3 py-3">
+					<div className="rounded-lg border p-3">
 						<p className="text-xs font-medium uppercase tracking-wide text-muted-foreground">
 							Total em {currentPeriodLabel}
 						</p>
@@ -98,7 +98,7 @@ export function CategoryDetailHeader({
 						</p>
 					</div>
 
-					<div className="rounded-md border border-dashed bg-muted/20 px-3 py-3">
+					<div className="rounded-lg border p-3">
 						<p className="text-xs font-medium uppercase tracking-wide text-muted-foreground">
 							Total em {previousPeriodLabel}
 						</p>
@@ -107,7 +107,7 @@ export function CategoryDetailHeader({
 						</p>
 					</div>
 
-					<div className="rounded-md border border-dashed bg-muted/20 px-3 py-3">
+					<div className="rounded-lg border p-3">
 						<p className="text-xs font-medium uppercase tracking-wide text-muted-foreground">
 							Variação
 						</p>

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

@@ -1,18 +1,28 @@
 import type { DashboardBill } from "@/features/dashboard/bills/bills-queries";
 import type { PaymentDialogState } from "@/features/dashboard/payments/use-payment-dialog-controller";
-import { getBusinessDateString, isDateOnlyPast } from "@/shared/utils/date";
+import {
+	getBusinessDateString,
+	isDateOnlyPast,
+	parseUtcDateString,
+	toDateOnlyString,
+} from "@/shared/utils/date";
 import {
 	buildFinancialStatusLabel,
 	buildRelativeFinancialStatusLabel,
 	formatFinancialDateLabel,
+	formatRelativeFinancialDateLabel,
 } from "@/shared/utils/financial-dates";
 
 export type BillDialogState = PaymentDialogState;
 type BillStatusDateItem = Pick<
 	DashboardBill,
-	"dueDate" | "boletoPaymentDate" | "isSettled"
+	"dueDate" | "boletoPaymentDate" | "isSettled" | "transactionType"
 >;
 
+export const isIncomeBill = (bill: Pick<DashboardBill, "transactionType">) => {
+	return bill.transactionType === "Receita";
+};
+
 export const formatBillDateLabel = (value: string | null, prefix?: string) => {
 	return formatFinancialDateLabel(value, prefix);
 };
@@ -22,10 +32,15 @@ export const buildBillStatusLabel = (bill: BillStatusDateItem) => {
 		isSettled: bill.isSettled,
 		dueDate: bill.dueDate,
 		paidAt: bill.boletoPaymentDate,
+		paidPrefix: isIncomeBill(bill) ? "Recebido em" : "Pago em",
 	});
 };
 
 export const buildBillWidgetStatusLabel = (bill: BillStatusDateItem) => {
+	if (bill.isSettled && isIncomeBill(bill)) {
+		return formatRelativeFinancialDateLabel(bill.boletoPaymentDate, "received");
+	}
+
 	return buildRelativeFinancialStatusLabel({
 		isSettled: bill.isSettled,
 		dueDate: bill.dueDate,
@@ -43,6 +58,34 @@ export const isBillOverdue = (bill: DashboardBill) => {
 	return isDateOnlyPast(bill.dueDate);
 };
 
+export const formatBillWidgetOverdueLabel = (
+	bill: Pick<DashboardBill, "dueDate" | "isSettled" | "transactionType">,
+): string | null => {
+	if (bill.isSettled) {
+		return null;
+	}
+
+	const dueDateValue = toDateOnlyString(bill.dueDate);
+	const todayValue = getBusinessDateString();
+	if (!dueDateValue || dueDateValue >= todayValue) {
+		return null;
+	}
+
+	const dueDate = parseUtcDateString(dueDateValue);
+	const today = parseUtcDateString(todayValue);
+	if (!dueDate || !today) {
+		return null;
+	}
+
+	const overdueDays = Math.round(
+		(today.getTime() - dueDate.getTime()) / (24 * 60 * 60 * 1000),
+	);
+	const overdueLabel = isIncomeBill(bill) ? "Atrasada" : "Atrasado";
+	return overdueDays === 1
+		? `${overdueLabel} · venceu ontem`
+		: `${overdueLabel} · venceu há ${overdueDays} dias`;
+};
+
 export const getBillStatusBadgeVariant = (
 	statusLabel: string,
 ): "success" | "info" => {

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

@@ -6,6 +6,7 @@ export type DashboardBill = {
 	boletoPaymentDate: string | null;
 	isSettled: boolean;
 	accountId: string | null;
+	transactionType: string;
 };
 
 export type BillPaymentAccountOption = {

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

@@ -1,9 +1,11 @@
-import { RiCheckboxCircleFill, RiExternalLinkLine } from "@remixicon/react";
+import { RiCheckboxCircleFill } from "@remixicon/react";
 import Link from "next/link";
 import {
 	buildBillStatusLabel,
 	buildBillWidgetStatusLabel,
+	formatBillWidgetOverdueLabel,
 	isBillOverdue,
+	isIncomeBill,
 } from "@/features/dashboard/bills/bills-helpers";
 import type { DashboardBill } from "@/features/dashboard/bills/bills-queries";
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
@@ -36,8 +38,10 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 	const statusLabel = buildBillWidgetStatusLabel(bill);
 	const absoluteStatusLabel = buildBillStatusLabel(bill);
 	const overdue = isBillOverdue(bill);
+	const income = isIncomeBill(bill);
+	const overdueLabel = formatBillWidgetOverdueLabel(bill);
 	const statusTooltipLabel =
-		statusLabel && statusLabel !== absoluteStatusLabel
+		overdueLabel || (statusLabel && statusLabel !== absoluteStatusLabel)
 			? absoluteStatusLabel
 			: null;
 	const href = buildTransactionsHref(bill.name, period);
@@ -53,10 +57,6 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 						className="inline-flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
 					>
 						<span className="truncate">{bill.name}</span>
-						<RiExternalLinkLine
-							className="size-3 shrink-0 text-muted-foreground"
-							aria-hidden
-						/>
 					</Link>
 					<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
 						{statusLabel ? (
@@ -67,9 +67,10 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 											className={cn(
 												"cursor-help rounded-full py-0.5",
 												bill.isSettled && "text-success font-semibold",
+												overdue && "text-destructive font-semibold",
 											)}
 										>
-											{statusLabel}
+											{overdueLabel ?? statusLabel}
 										</span>
 									</TooltipTrigger>
 									<TooltipContent side="top">
@@ -81,9 +82,10 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 									className={cn(
 										"rounded-full py-0.5",
 										bill.isSettled && "text-success font-semibold",
+										overdue && "text-destructive font-semibold",
 									)}
 								>
-									{statusLabel}
+									{overdueLabel ?? statusLabel}
 								</span>
 							)
 						) : null}
@@ -93,29 +95,35 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 
 			<div className="flex shrink-0 flex-col items-end">
 				<MoneyValues className="font-medium" amount={bill.amount} />
-				<Button
-					type="button"
-					size="sm"
-					variant="link"
-					className="h-auto p-0 disabled:opacity-100"
-					disabled={bill.isSettled}
-					onClick={() => onPay(bill.id)}
-				>
-					{bill.isSettled ? (
-						<span className="flex items-center gap-0.5 text-success">
-							<RiCheckboxCircleFill className="size-3.5" /> Pago
-						</span>
-					) : overdue ? (
-						<span className="overdue-blink">
-							<span className="overdue-blink-primary text-destructive">
-								Atrasado
+				{bill.isSettled ? (
+					<span className="flex h-7 items-center gap-0.5 text-xs font-medium text-success">
+						<RiCheckboxCircleFill className="size-3.5" />{" "}
+						{income ? "Recebido" : "Pago"}
+					</span>
+				) : (
+					<Button
+						type="button"
+						size="sm"
+						variant="link"
+						className="-mr-1.5 h-7 px-1.5 py-0"
+						onClick={() => onPay(bill.id)}
+					>
+						{overdue ? (
+							<span className="overdue-blink">
+								<span className="overdue-blink-primary text-destructive">
+									{income ? "Atrasada" : "Atrasado"}
+								</span>
+								<span className="overdue-blink-secondary">
+									{income ? "Receber" : "Pagar"}
+								</span>
 							</span>
-							<span className="overdue-blink-secondary">Pagar</span>
-						</span>
-					) : (
-						"Pagar"
-					)}
-				</Button>
+						) : income ? (
+							"Receber"
+						) : (
+							"Pagar"
+						)}
+					</Button>
+				)}
 			</div>
 		</li>
 	);

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

@@ -7,6 +7,7 @@ import {
 	type BillDialogState,
 	formatBillDateLabel,
 	getBillStatusBadgeVariant,
+	isIncomeBill,
 } from "@/features/dashboard/bills/bills-helpers";
 import type {
 	BillPaymentAccountOption,
@@ -66,11 +67,13 @@ export function BillPaymentDialog({
 	onConfirm,
 }: BillPaymentDialogProps) {
 	const isProcessing = modalState === "processing" || isPending;
+	const income = bill ? isIncomeBill(bill) : false;
+	const settlementLabel = income ? "Recebido" : "Pago";
 	const dueLabel = bill
 		? formatBillDateLabel(bill.dueDate, "Vencimento:")
 		: null;
 	const paidLabel = bill
-		? formatBillDateLabel(bill.boletoPaymentDate, "Pago em:")
+		? formatBillDateLabel(bill.boletoPaymentDate, `${settlementLabel} em:`)
 		: null;
 	const isBillPending = bill ? !bill.isSettled : false;
 	const paymentDateValue = paymentDate.toISOString().split("T")[0] ?? "";
@@ -103,8 +106,8 @@ export function BillPaymentDialog({
 			>
 				{modalState === "success" ? (
 					<PaymentSuccess
-						title="Pagamento registrado!"
-						description="Atualizamos o status do boleto para pago. Em instantes ele aparecerá como baixado no histórico."
+						title={income ? "Recebimento registrado!" : "Pagamento registrado!"}
+						description={`Atualizamos o status do boleto para ${income ? "recebido" : "pago"}. Em instantes ele aparecerá como baixado no histórico.`}
 						onClose={onClose}
 					/>
 				) : (
@@ -112,10 +115,12 @@ export function BillPaymentDialog({
 						<DialogHeader>
 							<div className="mb-1 flex items-center gap-3">
 								<div>
-									<DialogTitle>Confirmar pagamento</DialogTitle>
+									<DialogTitle>
+										{income ? "Confirmar recebimento" : "Confirmar pagamento"}
+									</DialogTitle>
 									<DialogDescription className="mt-1 text-xs">
 										{isBillPending
-											? "Escolha a conta de origem e a data em que o boleto foi pago."
+											? `Escolha a conta de ${income ? "destino" : "origem"} e a data em que o boleto foi ${income ? "recebido" : "pago"}.`
 											: "Boleto"}
 									</DialogDescription>
 								</div>
@@ -158,12 +163,15 @@ export function BillPaymentDialog({
 										<div className="flex items-center gap-1.5 text-muted-foreground">
 											<RiCalendarLine className="size-3.5" />
 											<span className="text-xs font-medium uppercase">
-												{bill.isSettled ? "Pago em" : "Vencimento"}
+												{bill.isSettled
+													? `${settlementLabel} em`
+													: "Vencimento"}
 											</span>
 										</div>
 										<p className="font-semibold">
 											{bill.isSettled
-												? (paidLabel?.replace("Pago em: ", "") ?? "—")
+												? (paidLabel?.replace(`${settlementLabel} em: `, "") ??
+													"—")
 												: (dueLabel?.replace("Vencimento: ", "") ?? "—")}
 										</p>
 									</Card>
@@ -175,7 +183,7 @@ export function BillPaymentDialog({
 									<div className="space-y-3">
 										<div className="space-y-2">
 											<Label htmlFor="bill-widget-payment-account">
-												Conta de pagamento
+												Conta de {income ? "recebimento" : "pagamento"}
 											</Label>
 											<Select
 												value={paymentAccountId}
@@ -212,7 +220,7 @@ export function BillPaymentDialog({
 
 										<div className="space-y-2">
 											<Label htmlFor="bill-widget-payment-date">
-												Data do pagamento
+												Data do {income ? "recebimento" : "pagamento"}
 											</Label>
 											<DatePicker
 												id="bill-widget-payment-date"
@@ -231,8 +239,8 @@ export function BillPaymentDialog({
 										<span className="text-sm text-muted-foreground">
 											Status atual
 										</span>
-										<Badge variant={getBillStatusBadgeVariant("Pago")}>
-											Pago
+										<Badge variant={getBillStatusBadgeVariant(settlementLabel)}>
+											{settlementLabel}
 										</Badge>
 									</div>
 								)}

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

@@ -15,7 +15,7 @@ export function BillsList({ bills, period, onPay }: BillsListProps) {
 			<WidgetEmptyState
 				icon={<RiBarcodeFill className="size-6 text-muted-foreground" />}
 				title="Nenhum boleto cadastrado para o período selecionado"
-				description="Cadastre boletos para monitorar os pagamentos aqui."
+				description="Cadastre boletos para monitorar os vencimentos aqui."
 			/>
 		);
 	}

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

@@ -41,9 +41,7 @@ export function BillsWidgetView({
 }: BillsWidgetViewProps) {
 	return (
 		<>
-			<div className="flex flex-col gap-4">
-				<BillsList bills={bills} period={period} onPay={onOpenPaymentDialog} />
-			</div>
+			<BillsList bills={bills} period={period} onPay={onOpenPaymentDialog} />
 
 			<BillPaymentDialog
 				bill={selectedBill}

src/features/dashboard/components/category-breakdown/category-breakdown-chart.tsx

@@ -96,7 +96,7 @@ export function CategoryBreakdownChart({
 	}, [categories, chartConfig]);
 
 	return (
-		<div className="flex items-center gap-4">
+		<div className="flex flex-col items-center gap-4 sm:flex-row">
 			<ChartContainer config={chartConfig} className="h-[280px] flex-1">
 				<PieChart>
 					<Pie
@@ -143,7 +143,7 @@ export function CategoryBreakdownChart({
 				</PieChart>
 			</ChartContainer>
 
-			<div className="min-w-[140px] flex flex-col gap-2">
+			<div className="grid w-full grid-cols-2 gap-2 sm:min-w-[140px] sm:w-auto sm:grid-cols-1">
 				{chartData.map((entry, index) => (
 					<div key={`legend-${index}`} className="flex items-center gap-2">
 						<div

src/features/dashboard/components/category-breakdown/category-breakdown-list-item.tsx

@@ -1,4 +1,3 @@
-import { RiExternalLinkLine } from "@remixicon/react";
 import Link from "next/link";
 import type { DashboardCategoryBreakdownItem } from "@/features/dashboard/categories/category-breakdown-helpers";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
@@ -11,13 +10,14 @@ type CategoryBreakdownListItemConfig = {
 	shareLabel: string;
 	percentageDigits: number;
 	positiveTrend: "up" | "down";
-	includeBudgetAmount: boolean;
+	showBudget: boolean;
 };
 
 type CategoryBreakdownListItemProps = {
 	category: DashboardCategoryBreakdownItem;
 	periodParam: string;
 	config: CategoryBreakdownListItemConfig;
+	position: number;
 };
 
 const formatPercentage = (value: number, digits: number) =>
@@ -31,8 +31,9 @@ export function CategoryBreakdownListItem({
 	category,
 	periodParam,
 	config,
+	position,
 }: CategoryBreakdownListItemProps) {
-	const hasBudget = category.budgetAmount !== null;
+	const hasBudget = config.showBudget && category.budgetAmount !== null;
 	const budgetExceeded =
 		hasBudget &&
 		category.budgetUsedPercentage !== null &&
@@ -44,7 +45,10 @@ export function CategoryBreakdownListItem({
 
 	return (
 		<div>
-			<div className="flex items-center justify-between gap-3 transition-all duration-300 py-2">
+			<div className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5">
+				<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
+					{position}
+				</span>
 				<div className="flex min-w-0 flex-1 items-center gap-2">
 					<CategoryIconBadge
 						icon={category.categoryIcon}
@@ -54,13 +58,9 @@ export function CategoryBreakdownListItem({
 						<div className="flex items-center gap-2">
 							<Link
 								href={`/categories/${category.categoryId}?periodo=${periodParam}`}
-								className="flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:underline"
+								className="flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
 							>
 								<span className="truncate">{category.categoryName}</span>
-								<RiExternalLinkLine
-									className="size-3 shrink-0 text-muted-foreground"
-									aria-hidden
-								/>
 							</Link>
 						</div>
 						<div className="flex flex-wrap items-center gap-x-1 text-xs text-muted-foreground">
@@ -71,36 +71,29 @@ export function CategoryBreakdownListItem({
 								)}{" "}
 								da {config.shareLabel}
 							</span>
-							{hasBudget && category.budgetUsedPercentage !== null ? (
-								<>
-									<span aria-hidden>·</span>
-									<span
-										className={`flex items-center gap-1 ${budgetExceeded ? "text-destructive" : "text-info"}`}
-									>
-										{budgetExceeded ? (
-											<>
-												Excedeu{" "}
-												<span className="font-medium">
-													{formatCurrency(exceededAmount)}
-												</span>
-											</>
-										) : (
-											<>
-												{formatPercentage(
-													category.budgetUsedPercentage,
-													config.percentageDigits,
-												)}{" "}
-												do limite
-												{config.includeBudgetAmount &&
-												category.budgetAmount !== null
-													? ` ${formatCurrency(category.budgetAmount)}`
-													: ""}
-											</>
-										)}
-									</span>
-								</>
-							) : null}
 						</div>
+						{hasBudget && category.budgetUsedPercentage !== null ? (
+							<div
+								className={`mt-0.5 text-xs ${budgetExceeded ? "text-destructive" : "text-info"}`}
+							>
+								{budgetExceeded ? (
+									<>
+										Limite excedido em{" "}
+										<span className="font-medium">
+											{formatCurrency(exceededAmount)}
+										</span>
+									</>
+								) : (
+									<>
+										{formatPercentage(
+											category.budgetUsedPercentage,
+											config.percentageDigits,
+										)}{" "}
+										do limite utilizado
+									</>
+								)}
+							</div>
+						) : null}
 					</div>
 				</div>
 

src/features/dashboard/components/category-breakdown/category-breakdown-list.tsx

@@ -5,7 +5,7 @@ type CategoryBreakdownListConfig = {
 	shareLabel: string;
 	percentageDigits: number;
 	positiveTrend: "up" | "down";
-	includeBudgetAmount: boolean;
+	showBudget: boolean;
 };
 
 type CategoryBreakdownListProps = {
@@ -20,13 +20,14 @@ export function CategoryBreakdownList({
 	config,
 }: CategoryBreakdownListProps) {
 	return (
-		<div>
-			{categories.map((category) => (
+		<div className="flex flex-col">
+			{categories.map((category, index) => (
 				<CategoryBreakdownListItem
 					key={category.categoryId}
 					category={category}
 					periodParam={periodParam}
 					config={config}
+					position={index + 1}
 				/>
 			))}
 		</div>

src/features/dashboard/components/category-breakdown/category-breakdown-widget-view.tsx

@@ -34,7 +34,7 @@ const VARIANT_CONFIG = {
 		shareLabel: "receita total",
 		percentageDigits: 1,
 		positiveTrend: "up",
-		includeBudgetAmount: true,
+		showBudget: false,
 	},
 	expense: {
 		emptyTitle: "Nenhuma despesa encontrada",
@@ -43,7 +43,7 @@ const VARIANT_CONFIG = {
 		shareLabel: "despesa total",
 		percentageDigits: 0,
 		positiveTrend: "down",
-		includeBudgetAmount: false,
+		showBudget: true,
 	},
 } as const;
 

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

@@ -21,6 +21,7 @@ import {
 	RiCloseLine,
 	RiDragMove2Line,
 	RiEyeOffLine,
+	RiSettings4Line,
 	RiTodoLine,
 } from "@remixicon/react";
 import { useMemo, useState, useTransition } from "react";
@@ -41,6 +42,12 @@ import {
 import { NoteDialog } from "@/features/notes/components/note-dialog";
 import { TransactionDialog } from "@/features/transactions/components/dialogs/transaction-dialog/transaction-dialog";
 import { Button } from "@/shared/components/ui/button";
+import {
+	DropdownMenu,
+	DropdownMenuContent,
+	DropdownMenuItem,
+	DropdownMenuTrigger,
+} from "@/shared/components/ui/dropdown-menu";
 import { ExpandableWidgetCard } from "@/shared/components/widgets/expandable-widget-card";
 
 type DashboardGridEditableProps = {
@@ -60,6 +67,9 @@ export function DashboardGridEditable({
 }: DashboardGridEditableProps) {
 	const [isEditing, setIsEditing] = useState(false);
 	const [isPending, startTransition] = useTransition();
+	const [isMobileIncomeOpen, setIsMobileIncomeOpen] = useState(false);
+	const [isMobileExpenseOpen, setIsMobileExpenseOpen] = useState(false);
+	const [isMobileNoteOpen, setIsMobileNoteOpen] = useState(false);
 
 	// Initialize widget order and hidden state
 	const [widgetOrder, setWidgetOrder] = useState<string[]>(
@@ -132,14 +142,6 @@ export function DashboardGridEditable({
 			: [...hiddenWidgets, widgetId];
 
 		setHiddenWidgets(newHidden);
-
-		// Salvar automaticamente ao toggle
-		startTransition(async () => {
-			await updateWidgetPreferences({
-				order: widgetOrder,
-				hidden: newHidden,
-			});
-		});
 	};
 
 	const handleHideWidget = (widgetId: string) => {
@@ -182,6 +184,8 @@ export function DashboardGridEditable({
 				setWidgetOrder(DEFAULT_WIDGET_ORDER);
 				setHiddenWidgets([]);
 				setMyAccountsShowExcluded(true);
+				setOriginalOrder(DEFAULT_WIDGET_ORDER);
+				setOriginalHidden([]);
 				toast.success("Preferências restauradas!");
 			} else {
 				toast.error(result.error ?? "Erro ao restaurar");
@@ -195,7 +199,68 @@ export function DashboardGridEditable({
 			<div className="flex flex-wrap items-center justify-between gap-2">
 				{!isEditing ? (
 					<div className="flex w-full min-w-0 flex-col gap-1 sm:w-auto sm:flex-row sm:items-center sm:gap-2">
-						<div className="-mb-1 grid w-full grid-cols-3 gap-1 pb-1 sm:mb-0 sm:flex sm:w-auto sm:items-center sm:gap-2 sm:overflow-visible sm:pb-0">
+						<div className="sm:hidden">
+							<DropdownMenu>
+								<DropdownMenuTrigger asChild>
+									<Button size="sm" variant="outline" className="w-full gap-2">
+										<RiAddFill className="size-4 text-primary" />
+										Adicionar
+									</Button>
+								</DropdownMenuTrigger>
+								<DropdownMenuContent align="start" className="w-48">
+									<DropdownMenuItem
+										onSelect={() => setIsMobileIncomeOpen(true)}
+									>
+										<RiAddFill className="text-success/80" />
+										Nova receita
+									</DropdownMenuItem>
+									<DropdownMenuItem
+										onSelect={() => setIsMobileExpenseOpen(true)}
+									>
+										<RiAddFill className="text-destructive/80" />
+										Nova despesa
+									</DropdownMenuItem>
+									<DropdownMenuItem onSelect={() => setIsMobileNoteOpen(true)}>
+										<RiTodoLine className="text-info/80" />
+										Nova anotação
+									</DropdownMenuItem>
+								</DropdownMenuContent>
+							</DropdownMenu>
+							<TransactionDialog
+								mode="create"
+								open={isMobileIncomeOpen}
+								onOpenChange={setIsMobileIncomeOpen}
+								payerOptions={quickActionOptions.payerOptions}
+								splitPayerOptions={quickActionOptions.splitPayerOptions}
+								defaultPayerId={quickActionOptions.defaultPayerId}
+								accountOptions={quickActionOptions.accountOptions}
+								cardOptions={quickActionOptions.cardOptions}
+								categoryOptions={quickActionOptions.categoryOptions}
+								estabelecimentos={quickActionOptions.estabelecimentos}
+								defaultPeriod={period}
+								defaultTransactionType="Receita"
+							/>
+							<TransactionDialog
+								mode="create"
+								open={isMobileExpenseOpen}
+								onOpenChange={setIsMobileExpenseOpen}
+								payerOptions={quickActionOptions.payerOptions}
+								splitPayerOptions={quickActionOptions.splitPayerOptions}
+								defaultPayerId={quickActionOptions.defaultPayerId}
+								accountOptions={quickActionOptions.accountOptions}
+								cardOptions={quickActionOptions.cardOptions}
+								categoryOptions={quickActionOptions.categoryOptions}
+								estabelecimentos={quickActionOptions.estabelecimentos}
+								defaultPeriod={period}
+								defaultTransactionType="Despesa"
+							/>
+							<NoteDialog
+								mode="create"
+								open={isMobileNoteOpen}
+								onOpenChange={setIsMobileNoteOpen}
+							/>
+						</div>
+						<div className="hidden items-center gap-2 sm:flex">
 							<TransactionDialog
 								mode="create"
 								payerOptions={quickActionOptions.payerOptions}
@@ -269,6 +334,12 @@ export function DashboardGridEditable({
 				<div className="flex w-full items-center justify-end gap-2 sm:w-auto">
 					{isEditing ? (
 						<>
+							<WidgetSettingsDialog
+								hiddenWidgets={hiddenWidgets}
+								onToggleWidget={handleToggleWidget}
+								onReset={handleReset}
+								triggerLabel="Visibilidade"
+							/>
 							<Button
 								variant="outline"
 								size="sm"
@@ -290,21 +361,15 @@ export function DashboardGridEditable({
 							</Button>
 						</>
 					) : (
-						<div className="grid w-full grid-cols-2 gap-2 sm:flex sm:w-auto">
-							<WidgetSettingsDialog
-								hiddenWidgets={hiddenWidgets}
-								onToggleWidget={handleToggleWidget}
-								onReset={handleReset}
-								triggerClassName="w-full sm:w-auto"
-							/>
+						<div className="w-full sm:w-auto">
 							<Button
 								variant="outline"
 								size="sm"
 								onClick={handleStartEditing}
 								className="w-full gap-2 sm:w-auto"
 							>
-								<RiDragMove2Line className="size-4" />
-								Reordenar
+								<RiSettings4Line className="size-4" />
+								Personalizar
 							</Button>
 						</div>
 					)}

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

@@ -1,9 +1,11 @@
 import {
 	RiArrowLeftRightLine,
 	RiArrowRightDownLine,
+	RiArrowRightLine,
 	RiArrowRightUpLine,
 	RiCalendar2Line,
 } from "@remixicon/react";
+import Link from "next/link";
 import { MetricsCardInfoButton } from "@/features/dashboard/components/metrics-card-info-button";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
 import type { DashboardCardMetrics } from "@/features/dashboard/overview/dashboard-metrics-queries";
@@ -18,10 +20,13 @@ import {
 } from "@/shared/components/ui/card";
 import { Separator } from "@/shared/components/ui/separator";
 import { formatPercentage } from "@/shared/utils/percentage";
+import { formatPeriodForUrl } from "@/shared/utils/period";
 import { cn } from "@/shared/utils/ui";
 
 type DashboardMetricsCardsProps = {
 	metrics: DashboardCardMetrics;
+	period: string;
+	adminPayerSlug: string | null;
 };
 
 type Trend = "up" | "down" | "flat";
@@ -36,6 +41,7 @@ const CARDS = [
 		icon: RiArrowRightDownLine,
 		invertTrend: false,
 		iconClass: "text-success",
+		transactionType: "receita",
 		helpTitle: "Como calculamos receitas",
 		helpLines: [
 			"Somamos os lançamentos do tipo Receita no período selecionado.",
@@ -53,6 +59,7 @@ const CARDS = [
 		icon: RiArrowRightUpLine,
 		invertTrend: true,
 		iconClass: "text-destructive",
+		transactionType: "despesa",
 		helpTitle: "Como calculamos despesas",
 		helpLines: [
 			"Somamos os lançamentos do tipo Despesa no período selecionado.",
@@ -70,6 +77,7 @@ const CARDS = [
 		icon: RiArrowLeftRightLine,
 		invertTrend: false,
 		iconClass: "text-warning",
+		transactionType: null,
 		helpTitle: "Como calculamos o balanço",
 		helpLines: [
 			"Partimos de receitas menos despesas do período.",
@@ -86,6 +94,7 @@ const CARDS = [
 		icon: RiCalendar2Line,
 		invertTrend: false,
 		iconClass: "text-cyan-600",
+		transactionType: null,
 		helpTitle: "Como calculamos o previsto",
 		helpLines: [
 			"Acumulamos o balanço mês a mês até o período atual.",
@@ -123,7 +132,11 @@ const getPercentChange = (current: number, previous: number): string | null => {
 	});
 };
 
-export function DashboardMetricsCards({ metrics }: DashboardMetricsCardsProps) {
+export function DashboardMetricsCards({
+	metrics,
+	period,
+	adminPayerSlug,
+}: DashboardMetricsCardsProps) {
 	return (
 		<div className="grid grid-cols-1 gap-3 @xl/main:grid-cols-2 @5xl/main:grid-cols-4">
 			{CARDS.map(
@@ -134,6 +147,7 @@ export function DashboardMetricsCards({ metrics }: DashboardMetricsCardsProps) {
 					icon: Icon,
 					invertTrend,
 					iconClass,
+					transactionType,
 					helpTitle,
 					helpLines,
 				}) => {
@@ -143,19 +157,33 @@ export function DashboardMetricsCards({ metrics }: DashboardMetricsCardsProps) {
 						metric.current,
 						metric.previous,
 					);
+					const transactionsHref = transactionType
+						? `/transactions?periodo=${formatPeriodForUrl(period)}&type=${transactionType}${adminPayerSlug ? `&payer=${adminPayerSlug}` : ""}`
+						: null;
 
 					return (
-						<Card key={label} className="gap-2 overflow-hidden">
+						<Card key={label} className="gap-2 overflow-hidden py-6">
 							<CardHeader className="gap-1">
-								<CardTitle className="flex items-center gap-1">
-									<Icon className={cn("size-4", iconClass)} aria-hidden />
-									{label}
-									<MetricsCardInfoButton
-										label={label}
-										helpTitle={helpTitle}
-										helpLines={helpLines}
-									/>
-								</CardTitle>
+								<div className="flex items-center justify-between gap-2">
+									<CardTitle className="flex items-center gap-1">
+										<Icon className={cn("size-4", iconClass)} aria-hidden />
+										{label}
+										<MetricsCardInfoButton
+											label={label}
+											helpTitle={helpTitle}
+											helpLines={helpLines}
+										/>
+									</CardTitle>
+									{transactionsHref ? (
+										<Link
+											href={transactionsHref}
+											className="rounded-sm px-1 text-muted-foreground/60 transition-colors hover:bg-accent hover:text-primary focus-visible:outline-none focus-visible:ring-ring/50 focus-visible:ring-[3px]"
+											aria-label={`Ver lançamentos de ${label.toLowerCase()}`}
+										>
+											<RiArrowRightLine className="size-4" aria-hidden />
+										</Link>
+									) : null}
+								</div>
 								<CardDescription className="mt-1 tracking-tight">
 									{subtitle}
 								</CardDescription>

src/features/dashboard/components/goals-progress/goals-progress-item.tsx

@@ -1,5 +1,5 @@
 import { RiPencilLine } from "@remixicon/react";
-import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
+import Link from "next/link";
 import {
 	clampGoalProgress,
 	formatGoalProgressPercentage,
@@ -9,24 +9,28 @@ import { CategoryIconBadge } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
 import { Button } from "@/shared/components/ui/button";
 import { Progress } from "@/shared/components/ui/progress";
+import {
+	Tooltip,
+	TooltipContent,
+	TooltipTrigger,
+} from "@/shared/components/ui/tooltip";
+import { cn } from "@/shared/utils";
+import { formatPeriodForUrl } from "@/shared/utils/period";
 
 type GoalProgressItemProps = {
 	item: GoalProgressItemData;
-	index: number;
 	onEdit: (item: GoalProgressItemData) => void;
 };
 
-export function GoalProgressItem({
-	item,
-	index,
-	onEdit,
-}: GoalProgressItemProps) {
+export function GoalProgressItem({ item, onEdit }: GoalProgressItemProps) {
 	const progressValue = clampGoalProgress(item.usedPercentage, 0, 100);
-	const percentageDelta = item.usedPercentage - 100;
 	const isExceeded = item.status === "exceeded";
+	const isCritical = item.status === "critical";
+	const exceededAmount = Math.max(item.spentAmount - item.budgetAmount, 0);
+	const usedPercentageLabel = formatGoalProgressPercentage(item.usedPercentage);
 
 	return (
-		<div className="group transition-all duration-300 py-2">
+		<li className="group py-2 transition-all duration-300">
 			<div className="flex items-start justify-between gap-3">
 				<div className="flex min-w-0 flex-1 items-start gap-2">
 					<CategoryIconBadge
@@ -35,46 +39,72 @@ export function GoalProgressItem({
 						size="md"
 					/>
 					<div className="min-w-0 flex-1">
-						<p className="truncate text-sm font-medium text-foreground">
-							{item.categoryName}
-						</p>
+						{item.categoryId ? (
+							<Link
+								href={`/categories/${item.categoryId}?periodo=${formatPeriodForUrl(item.period)}`}
+								className="block truncate text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
+							>
+								{item.categoryName}
+							</Link>
+						) : (
+							<p className="truncate text-sm font-medium text-foreground">
+								{item.categoryName}
+							</p>
+						)}
 						<p className="mt-0.5 text-xs text-muted-foreground">
 							<MoneyValues className="font-medium" amount={item.spentAmount} />{" "}
 							de{" "}
 							<MoneyValues className="font-medium" amount={item.budgetAmount} />
-							<PercentageChangeIndicator
-								value={percentageDelta}
-								label={formatGoalProgressPercentage(percentageDelta, true)}
-								positiveTrend="down"
-								className="ml-1.5 align-middle"
-							/>
+							<span aria-hidden> · </span>
+							<span
+								className={cn(
+									"font-medium",
+									isExceeded && "text-destructive",
+									isCritical && "text-warning",
+								)}
+							>
+								{isExceeded ? (
+									<>
+										<MoneyValues amount={exceededAmount} /> acima do limite
+									</>
+								) : (
+									`${usedPercentageLabel} utilizado`
+								)}
+							</span>
 						</p>
 					</div>
 				</div>
 
-				<div className="flex shrink-0 items-center gap-2">
-					<Button
-						type="button"
-						variant="link"
-						size="icon-sm"
-						className="transition-opacity text-primary hover:opacity-80"
-						onClick={() => onEdit(item)}
-						aria-label={`Atualizar orçamento de ${item.categoryName}`}
-					>
-						<RiPencilLine className="size-3.5" />
-					</Button>
-				</div>
+				<Tooltip>
+					<TooltipTrigger asChild>
+						<Button
+							type="button"
+							variant="ghost"
+							size="icon-sm"
+							className="shrink-0 text-primary/70 opacity-70 transition-all hover:text-primary hover:opacity-100 focus-visible:text-primary focus-visible:opacity-100 group-hover:opacity-100 group-focus-within:opacity-100"
+							onClick={() => onEdit(item)}
+							aria-label={`Atualizar orçamento de ${item.categoryName}`}
+						>
+							<RiPencilLine className="size-3.5" />
+						</Button>
+					</TooltipTrigger>
+					<TooltipContent side="top">Atualizar orçamento</TooltipContent>
+				</Tooltip>
 			</div>
 			<div className="ml-11 mt-1.5">
 				<Progress
 					value={progressValue}
-					className={
-						isExceeded
-							? "**:data-[slot=progress-indicator]:bg-destructive bg-destructive/20"
-							: undefined
-					}
+					className={cn(
+						isExceeded && "bg-destructive/20",
+						isCritical && "bg-warning/20",
+					)}
+					indicatorClassName={cn(
+						isExceeded && "bg-destructive",
+						isCritical && "bg-warning",
+					)}
+					aria-label={`${usedPercentageLabel} do orçamento utilizado em ${item.categoryName}`}
 				/>
 			</div>
-		</div>
+		</li>
 	);
 }

src/features/dashboard/components/goals-progress/goals-progress-list.tsx

@@ -21,13 +21,8 @@ export function GoalsProgressList({ items, onEdit }: GoalsProgressListProps) {
 
 	return (
 		<ul className="flex flex-col">
-			{items.map((item, index) => (
-				<GoalProgressListItem
-					key={item.id}
-					item={item}
-					index={index}
-					onEdit={onEdit}
-				/>
+			{items.map((item) => (
+				<GoalProgressListItem key={item.id} item={item} onEdit={onEdit} />
 			))}
 		</ul>
 	);

src/features/dashboard/components/installment-expenses/installment-expense-list-item.tsx

@@ -9,6 +9,7 @@ import {
 	TooltipContent,
 	TooltipTrigger,
 } from "@/shared/components/ui/tooltip";
+import { getPaymentMethodIcon } from "@/shared/utils/icons";
 
 type InstallmentExpenseListItemProps = {
 	expense: InstallmentExpense;
@@ -28,7 +29,7 @@ export function InstallmentExpenseListItem({
 	} = buildInstallmentExpenseDisplay(expense);
 
 	return (
-		<div className="flex items-center gap-3 transition-all duration-300 py-2">
+		<div className="flex items-center gap-2 transition-all duration-300 py-1.5">
 			<EstablishmentLogo name={expense.name} size={37} />
 
 			<div className="min-w-0 flex-1">
@@ -66,22 +67,32 @@ export function InstallmentExpenseListItem({
 					/>
 				</div>
 
-				{remainingInstallments === 0 ? (
-					<p className="text-xs text-muted-foreground">
-						{endDate ? `Termina em ${endDate}` : null}
-						{" · Quitado"}
-					</p>
-				) : (
-					<p className="text-xs text-muted-foreground">
-						{endDate ? `Termina em ${endDate}` : null}
-						{` · ${remainingLabel}: `}
-						<MoneyValues
-							amount={remainingAmount}
-							className="inline-block font-semibold"
-						/>{" "}
-						({remainingInstallments}x)
-					</p>
-				)}
+				<div className="flex items-center justify-between gap-2 text-xs text-muted-foreground">
+					<span className="inline-flex min-w-0 items-center gap-1">
+						<span
+							className="inline-flex shrink-0 [&_svg]:size-3.5"
+							title={expense.paymentMethod}
+						>
+							{getPaymentMethodIcon(expense.paymentMethod)}
+							<span className="sr-only">{expense.paymentMethod}</span>
+						</span>
+						{endDate ? <span className="shrink-0">Até {endDate}</span> : null}
+					</span>
+					<span className="shrink-0">
+						{remainingInstallments === 0 ? (
+							"Quitado"
+						) : (
+							<>
+								{remainingLabel}:{" "}
+								<MoneyValues
+									amount={remainingAmount}
+									className="inline-block font-semibold"
+								/>{" "}
+								({remainingInstallments}x)
+							</>
+						)}
+					</span>
+				</div>
 
 				<Progress value={progress} className="mt-1 h-2" />
 			</div>

src/features/dashboard/components/installment-expenses/installment-expenses-list.tsx

@@ -14,17 +14,17 @@ export function InstallmentExpensesList({
 		return (
 			<WidgetEmptyState
 				icon={<RiNumbersLine className="size-6 text-muted-foreground" />}
-				title="Nenhuma despesa parcelada"
+				title="Nenhuma despesa parcelada encontrada"
 				description="Lançamentos parcelados aparecerão aqui conforme forem registrados."
 			/>
 		);
 	}
 
 	return (
-		<ul className="flex flex-col">
+		<div className="flex flex-col">
 			{expenses.map((expense) => (
 				<InstallmentExpenseListItem key={expense.id} expense={expense} />
 			))}
-		</ul>
+		</div>
 	);
 }

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

@@ -1,10 +1,11 @@
-import { RiCheckboxCircleFill, RiExternalLinkLine } from "@remixicon/react";
+import { RiCheckboxCircleFill, RiGroupLine } from "@remixicon/react";
 import Link from "next/link";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
 import {
 	buildInvoiceDetailsHref,
 	buildInvoiceInitials,
 	formatInvoicePaymentDate,
+	formatInvoiceWidgetOverdueLabel,
 	formatInvoiceWidgetPaymentDate,
 	getInvoiceShareLabel,
 	parseInvoiceDueDate,
@@ -48,9 +49,13 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 	const absolutePaymentInfo = formatInvoicePaymentDate(invoice.paidAt);
 	const breakdown = invoice.pagadorBreakdown ?? [];
 	const hasBreakdown = breakdown.length > 0;
+	const hasMultiplePayers = breakdown.length > 1;
 	const detailHref = buildInvoiceDetailsHref(invoice.cardId, invoice.period);
+	const overdueLabel = formatInvoiceWidgetOverdueLabel(dueInfo.date);
 	const dueTooltipLabel =
-		dueInfo.label !== absoluteDueInfo.label ? absoluteDueInfo.label : null;
+		overdueLabel || dueInfo.label !== absoluteDueInfo.label
+			? absoluteDueInfo.label
+			: null;
 	const paymentTooltipLabel =
 		paymentInfo?.label && paymentInfo.label !== absolutePaymentInfo?.label
 			? absolutePaymentInfo?.label
@@ -63,15 +68,11 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 			className="inline-flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
 		>
 			<span className="truncate">{invoice.cardName}</span>
-			<RiExternalLinkLine
-				className="size-3 shrink-0 text-muted-foreground"
-				aria-hidden
-			/>
 		</Link>
 	);
 
 	return (
-		<div className="flex items-center justify-between transition-all duration-300 py-1.5">
+		<li className="flex items-center justify-between transition-all duration-300 py-1.5">
 			<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
 				<InvoiceLogo
 					cardName={invoice.cardName}
@@ -81,70 +82,99 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 				/>
 
 				<div className="min-w-0">
-					{hasBreakdown ? (
-						<HoverCard openDelay={150}>
-							<HoverCardTrigger asChild>{linkNode}</HoverCardTrigger>
-							<HoverCardContent align="start" className="w-80 space-y-3">
-								<p className="text-xs text-muted-foreground">
-									Distribuição por pessoa
-								</p>
-								<ul className="space-y-2">
-									{breakdown.map((share, index) => (
-										<li
-											key={`${invoice.id}-${
-												share.payerId ?? share.pagadorName ?? index
-											}`}
-											className="flex items-center gap-3"
-										>
-											<Avatar className="size-9">
-												<AvatarImage
-													src={getAvatarSrc(share.pagadorAvatar)}
-													alt={`Avatar de ${share.pagadorName}`}
-												/>
-												<AvatarFallback>
-													{buildInvoiceInitials(share.pagadorName)}
-												</AvatarFallback>
-											</Avatar>
-											<div className="min-w-0 flex-1">
-												<p className="truncate text-sm font-medium text-foreground">
-													{share.pagadorName}
-												</p>
-												<p className="text-xs text-muted-foreground">
-													{getInvoiceShareLabel(
-														share.amount,
-														Math.abs(invoice.totalAmount),
-													)}
-												</p>
-											</div>
-											<div className="flex shrink-0 flex-col items-end gap-0.5 text-sm font-medium text-foreground">
-												<MoneyValues
-													className="font-medium"
-													amount={share.amount}
-												/>
-												<PercentageChangeIndicator
-													value={share.percentageChange}
-												/>
-											</div>
-										</li>
-									))}
-								</ul>
-							</HoverCardContent>
-						</HoverCard>
-					) : (
-						linkNode
-					)}
+					<div className="flex max-w-full items-center gap-1">
+						{hasBreakdown ? (
+							<HoverCard openDelay={150}>
+								<HoverCardTrigger asChild>{linkNode}</HoverCardTrigger>
+								<HoverCardContent align="start" className="w-80 space-y-3">
+									<p className="text-xs text-muted-foreground">
+										Distribuição por pessoa
+									</p>
+									<ul className="space-y-2">
+										{breakdown.map((share, index) => (
+											<li
+												key={`${invoice.id}-${
+													share.payerId ?? share.pagadorName ?? index
+												}`}
+												className="flex items-center gap-3"
+											>
+												<Avatar className="size-9">
+													<AvatarImage
+														src={getAvatarSrc(share.pagadorAvatar)}
+														alt={`Avatar de ${share.pagadorName}`}
+													/>
+													<AvatarFallback>
+														{buildInvoiceInitials(share.pagadorName)}
+													</AvatarFallback>
+												</Avatar>
+												<div className="min-w-0 flex-1">
+													<p className="truncate text-sm font-medium text-foreground">
+														{share.pagadorName}
+													</p>
+													<p className="text-xs text-muted-foreground">
+														{getInvoiceShareLabel(
+															share.amount,
+															Math.abs(invoice.totalAmount),
+														)}
+													</p>
+												</div>
+												<div className="flex shrink-0 flex-col items-end gap-0.5 text-sm font-medium text-foreground">
+													<MoneyValues
+														className="font-medium"
+														amount={share.amount}
+													/>
+													<PercentageChangeIndicator
+														value={share.percentageChange}
+													/>
+												</div>
+											</li>
+										))}
+									</ul>
+								</HoverCardContent>
+							</HoverCard>
+						) : (
+							linkNode
+						)}
+						{hasMultiplePayers ? (
+							<Tooltip>
+								<TooltipTrigger asChild>
+									<span className="inline-flex shrink-0 cursor-help text-muted-foreground">
+										<RiGroupLine className="size-3.5" aria-hidden />
+										<span className="sr-only">Ver distribuição por pessoa</span>
+									</span>
+								</TooltipTrigger>
+								<TooltipContent side="top">
+									Ver distribuição por pessoa
+								</TooltipContent>
+							</Tooltip>
+						) : null}
+					</div>
 
 					<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
 						{!isPaid ? (
 							dueTooltipLabel ? (
 								<Tooltip>
 									<TooltipTrigger asChild>
-										<span className="cursor-help">{dueInfo.label}</span>
+										<span
+											className={
+												isOverdue
+													? "cursor-help font-semibold text-destructive"
+													: "cursor-help"
+											}
+										>
+											{overdueLabel ?? dueInfo.label}
+										</span>
 									</TooltipTrigger>
 									<TooltipContent side="top">{dueTooltipLabel}</TooltipContent>
 								</Tooltip>
 							) : (
-								<span>{dueInfo.label}</span>
+								<span
+									className={
+										isOverdue ? "font-semibold text-destructive" : undefined
+									}
+								>
+									{overdueLabel ?? dueInfo.label}
+								</span>
 							)
 						) : null}
 						{isPaid && paymentInfo ? (
@@ -174,30 +204,31 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 					className="font-medium"
 					amount={Math.abs(invoice.totalAmount)}
 				/>
-				<Button
-					type="button"
-					size="sm"
-					variant="link"
-					className="h-auto p-0 disabled:opacity-100"
-					disabled={isPaid}
-					onClick={() => onPay(invoice.id)}
-				>
-					{isPaid ? (
-						<span className="flex items-center gap-0.5 text-success">
-							<RiCheckboxCircleFill className="size-3.5" /> Pago
-						</span>
-					) : isOverdue ? (
-						<span className="overdue-blink">
-							<span className="overdue-blink-primary text-destructive">
-								Atrasado
+				{isPaid ? (
+					<span className="flex h-7 items-center gap-0.5 text-xs font-medium text-success">
+						<RiCheckboxCircleFill className="size-3.5" /> Pago
+					</span>
+				) : (
+					<Button
+						type="button"
+						size="sm"
+						variant="link"
+						className="-mr-1.5 h-7 px-1.5 py-0"
+						onClick={() => onPay(invoice.id)}
+					>
+						{isOverdue ? (
+							<span className="overdue-blink">
+								<span className="overdue-blink-primary text-destructive">
+									Atrasado
+								</span>
+								<span className="overdue-blink-secondary">Pagar</span>
 							</span>
-							<span className="overdue-blink-secondary">Pagar</span>
-						</span>
-					) : (
-						<span>Pagar</span>
-					)}
-				</Button>
+						) : (
+							<span>Pagar</span>
+						)}
+					</Button>
+				)}
 			</div>
-		</div>
+		</li>
 	);
 }

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

@@ -39,9 +39,7 @@ export function InvoicesWidgetView({
 }: InvoicesWidgetViewProps) {
 	return (
 		<>
-			<div className="flex flex-col gap-4">
-				<InvoicesList invoices={invoices} onPay={onOpenPaymentDialog} />
-			</div>
+			<InvoicesList invoices={invoices} onPay={onOpenPaymentDialog} />
 
 			<InvoicePaymentDialog
 				invoice={selectedInvoice}

src/features/dashboard/components/notes/note-list-item.tsx

@@ -1,4 +1,8 @@
-import { RiFileList2Line, RiPencilLine } from "@remixicon/react";
+import {
+	RiCalendarLine,
+	RiFileList2Line,
+	RiPencilLine,
+} from "@remixicon/react";
 import type { Note } from "@/features/notes/components/types";
 import {
 	buildNoteDisplayTitle,
@@ -7,6 +11,11 @@ import {
 } from "@/features/notes/lib/formatters";
 import { Badge } from "@/shared/components/ui/badge";
 import { Button } from "@/shared/components/ui/button";
+import {
+	Tooltip,
+	TooltipContent,
+	TooltipTrigger,
+} from "@/shared/components/ui/tooltip";
 
 type NoteListItemProps = {
 	note: Note;
@@ -21,43 +30,59 @@ export function NoteListItem({
 }: NoteListItemProps) {
 	const displayTitle = buildNoteDisplayTitle(note.title);
 	const createdAtLabel = formatNoteCreatedAt(note.createdAt);
+	const isTask = note.type === "tarefa";
 
 	return (
-		<div className="group flex items-center justify-between gap-2 transition-all duration-300 py-2">
+		<li className="group flex items-center justify-between gap-2 py-1.5 transition-all duration-300">
 			<div className="min-w-0 flex-1">
 				<p className="truncate text-sm font-medium text-foreground">
 					{displayTitle}
 				</p>
-				<div className="mt-1 flex items-center gap-2">
-					<Badge variant="outline" className="h-5 px-1.5 text-xs">
-						{getNoteTasksSummary(note)}
-					</Badge>
+				<div className="mt-1 flex min-w-0 items-center gap-2">
+					{isTask ? (
+						<Badge variant="outline" className="h-5 px-1.5 text-xs">
+							{getNoteTasksSummary(note)}
+						</Badge>
+					) : null}
 					<p className="truncate text-xs text-muted-foreground">
-						{createdAtLabel}
+						<span className="inline-flex items-center gap-1">
+							<RiCalendarLine className="size-3.5 shrink-0" />
+							{createdAtLabel}
+						</span>
 					</p>
 				</div>
 			</div>
 
-			<div className="flex shrink-0 items-center">
-				<Button
-					variant="link"
-					size="icon-sm"
-					className="transition-opacity text-primary hover:opacity-80"
-					onClick={() => onOpenEdit(note)}
-					aria-label={`Editar anotação ${displayTitle}`}
-				>
-					<RiPencilLine className="size-4" />
-				</Button>
-				<Button
-					variant="link"
-					size="icon-sm"
-					className="transition-opacity text-primary hover:opacity-80"
-					onClick={() => onOpenDetails(note)}
-					aria-label={`Ver detalhes da anotação ${displayTitle}`}
-				>
-					<RiFileList2Line className="size-4" />
-				</Button>
+			<div className="flex shrink-0 items-center gap-0.5">
+				<Tooltip>
+					<TooltipTrigger asChild>
+						<Button
+							variant="ghost"
+							size="icon-sm"
+							className="text-primary/70 opacity-70 transition-all hover:text-primary hover:opacity-100 focus-visible:text-primary focus-visible:opacity-100 group-hover:opacity-100 group-focus-within:opacity-100"
+							onClick={() => onOpenEdit(note)}
+							aria-label={`Editar anotação ${displayTitle}`}
+						>
+							<RiPencilLine className="size-4" />
+						</Button>
+					</TooltipTrigger>
+					<TooltipContent side="top">Editar anotação</TooltipContent>
+				</Tooltip>
+				<Tooltip>
+					<TooltipTrigger asChild>
+						<Button
+							variant="ghost"
+							size="icon-sm"
+							className="text-primary/70 opacity-70 transition-all hover:text-primary hover:opacity-100 focus-visible:text-primary focus-visible:opacity-100 group-hover:opacity-100 group-focus-within:opacity-100"
+							onClick={() => onOpenDetails(note)}
+							aria-label={`Ver detalhes da anotação ${displayTitle}`}
+						>
+							<RiFileList2Line className="size-4" />
+						</Button>
+					</TooltipTrigger>
+					<TooltipContent side="top">Ver detalhes</TooltipContent>
+				</Tooltip>
 			</div>
-		</div>
+		</li>
 	);
 }

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

@@ -27,7 +27,7 @@ export function NotesWidgetView({
 }: NotesWidgetViewProps) {
 	return (
 		<>
-			<div className="flex flex-col gap-4 px-0">
+			<div className="flex flex-col px-0">
 				<NotesList
 					notes={notes}
 					onOpenEdit={onOpenEdit}

src/features/dashboard/components/payment-overview/payment-breakdown-list-item.tsx

@@ -1,4 +1,3 @@
-import { RiExternalLinkLine } from "@remixicon/react";
 import Link from "next/link";
 import type { ReactNode } from "react";
 import {
@@ -24,13 +23,18 @@ export type PaymentBreakdownListItemData = {
 
 type PaymentBreakdownListItemProps = {
 	item: PaymentBreakdownListItemData;
+	position: number;
 };
 
 export function PaymentBreakdownListItem({
 	item,
+	position,
 }: PaymentBreakdownListItemProps) {
 	return (
-		<div className="flex items-center gap-3 transition-all duration-300 py-1.5">
+		<div className="flex items-center gap-2 transition-all duration-300 py-1">
+			<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
+				{position}
+			</span>
 			<div
 				className="flex size-9.5 shrink-0 items-center justify-center rounded-full"
 				style={{
@@ -49,22 +53,20 @@ export function PaymentBreakdownListItem({
 							className="inline-flex items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
 						>
 							<span className="truncate">{item.title}</span>
-							<RiExternalLinkLine
-								className="size-3 shrink-0 text-muted-foreground"
-								aria-hidden
-							/>
 						</Link>
 					) : (
 						<p className="text-sm font-medium text-foreground">{item.title}</p>
 					)}
-					<MoneyValues className="font-medium" amount={item.amount} />
+					<MoneyValues className="shrink-0 font-medium" amount={item.amount} />
 				</div>
 
 				<div className="flex items-center justify-between text-xs text-muted-foreground">
 					<span>
 						{formatPaymentBreakdownTransactionsLabel(item.transactions)}
 					</span>
-					<span>{formatPaymentBreakdownPercentage(item.percentage)}</span>
+					<span>
+						{formatPaymentBreakdownPercentage(item.percentage)} do total
+					</span>
 				</div>
 
 				<div className="mt-1">

src/features/dashboard/components/payment-overview/payment-breakdown-list.tsx

@@ -31,10 +31,14 @@ export function PaymentBreakdownList({
 	}
 
 	return (
-		<div className="flex flex-col gap-4 px-0">
+		<div className="flex flex-col px-0">
 			<ul className="flex flex-col gap-2">
-				{items.map((item) => (
-					<PaymentBreakdownListItem key={item.id} item={item} />
+				{items.map((item, index) => (
+					<PaymentBreakdownListItem
+						key={item.id}
+						item={item}
+						position={index + 1}
+					/>
 				))}
 			</ul>
 		</div>

src/features/dashboard/components/payment-overview/payment-overview-widget-view.tsx

@@ -43,7 +43,7 @@ export function PaymentOverviewWidgetView({
 					className="text-xs data-[state=active]:bg-transparent"
 				>
 					<RiMoneyDollarCircleLine className="mr-1 size-3.5" />
-					Formas
+					Formas de pagamento
 				</TabsTrigger>
 			</TabsList>
 

src/features/dashboard/components/payment-status/payment-status-category-section.tsx

@@ -1,16 +1,18 @@
+import { RiArrowDownLine, RiArrowUpLine } from "@remixicon/react";
 import StatusDot from "@/shared/components/feedback/status-dot";
 import MoneyValues from "@/shared/components/money-values";
 import { Progress } from "@/shared/components/ui/progress";
+import { formatPercentage } from "@/shared/utils/percentage";
 
 type PaymentStatusCategorySectionProps = {
-	title: string;
+	type: "income" | "expenses";
 	total: number;
 	confirmed: number;
 	pending: number;
 };
 
 export function PaymentStatusCategorySection({
-	title,
+	type,
 	total,
 	confirmed,
 	pending,
@@ -19,27 +21,51 @@ export function PaymentStatusCategorySection({
 	const absConfirmed = Math.abs(confirmed);
 	const confirmedPercentage =
 		absTotal > 0 ? (absConfirmed / absTotal) * 100 : 0;
+	const income = type === "income";
+	const title = income ? "A receber" : "A pagar";
+	const confirmedLabel = income ? "recebidos" : "pagos";
+	const pendingLabel = income ? "a receber" : "a pagar";
+	const percentageLabel = income ? "recebido" : "pago";
+	const TitleIcon = income ? RiArrowDownLine : RiArrowUpLine;
 
 	return (
-		<div className="mt-4 space-y-3">
+		<div className="space-y-3">
 			<div className="flex items-center justify-between">
-				<span className="text-sm font-medium text-foreground">{title}</span>
-				<MoneyValues amount={total} className="font-medium" />
+				<span className="flex items-center gap-1.5 text-sm font-medium text-foreground">
+					<TitleIcon className="size-4 text-primary" aria-hidden />
+					{title}
+				</span>
+				<span className="flex items-center gap-2">
+					<span className="text-xs text-muted-foreground">
+						{formatPercentage(confirmedPercentage, {
+							minimumFractionDigits: 0,
+							maximumFractionDigits: 0,
+						})}{" "}
+						{percentageLabel}
+					</span>
+					<MoneyValues amount={total} className="font-medium" />
+				</span>
 			</div>
 
-			<Progress value={confirmedPercentage} className="h-2" />
+			<Progress
+				value={confirmedPercentage}
+				className="h-2"
+				indicatorClassName="bg-primary"
+			/>
 
 			<div className="flex flex-col gap-1 text-sm sm:flex-row sm:items-center sm:justify-between sm:gap-4">
 				<div className="flex items-center gap-1.5">
 					<StatusDot color="bg-primary" />
 					<MoneyValues amount={confirmed} className="font-medium" />
-					<span className="text-xs text-muted-foreground">confirmados</span>
+					<span className="text-xs text-muted-foreground">
+						{confirmedLabel}
+					</span>
 				</div>
 
 				<div className="flex items-center gap-1.5">
 					<StatusDot color="bg-warning/40" />
 					<MoneyValues amount={pending} className="font-medium" />
-					<span className="text-xs text-muted-foreground">pendentes</span>
+					<span className="text-xs text-muted-foreground">{pendingLabel}</span>
 				</div>
 			</div>
 		</div>

src/features/dashboard/components/payment-status/payment-status-widget-view.tsx

@@ -28,7 +28,7 @@ export function PaymentStatusWidgetView({
 	return (
 		<CardContent className="space-y-6 px-0">
 			<PaymentStatusCategorySection
-				title="A Receber"
+				type="income"
 				total={data.income.total}
 				confirmed={data.income.confirmed}
 				pending={data.income.pending}
@@ -37,7 +37,7 @@ export function PaymentStatusWidgetView({
 			<div className="border-t" />
 
 			<PaymentStatusCategorySection
-				title="A Pagar"
+				type="expenses"
 				total={data.expenses.total}
 				confirmed={data.expenses.confirmed}
 				pending={data.expenses.pending}

src/features/dashboard/components/widgets/category-trends-widget.tsx

@@ -1,6 +1,11 @@
 "use client";
 
-import { RiLineChartLine } from "@remixicon/react";
+import {
+	RiArrowRightLine,
+	RiCalendarLine,
+	RiHistoryLine,
+	RiLineChartLine,
+} from "@remixicon/react";
 import type { DashboardCategoryBreakdownItem } from "@/features/dashboard/categories/category-breakdown-helpers";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
 import { CategoryIconBadge } from "@/shared/components/entity-avatar";
@@ -50,12 +55,30 @@ export function CategoryTrendsWidget({
 								<p className="truncate text-sm font-medium text-foreground">
 									{category.categoryName}
 								</p>
-								<p className="text-xs text-muted-foreground">
-									<MoneyValues amount={category.previousAmount} /> vs{" "}
-									<MoneyValues
-										amount={category.currentAmount}
-										className="font-semibold"
-									/>
+								<p className="flex items-center gap-1.5 text-xs text-muted-foreground">
+									<span
+										className="inline-flex items-center gap-1"
+										title="Mês anterior"
+									>
+										<RiHistoryLine className="size-3.5" aria-hidden />
+										<span className="sr-only">Mês anterior:</span>
+										<MoneyValues amount={category.previousAmount} />
+									</span>
+									<RiArrowRightLine className="size-3" aria-hidden />
+									<span
+										className="inline-flex items-center gap-1 text-foreground"
+										title="Mês atual"
+									>
+										<RiCalendarLine
+											className="size-3.5 text-primary"
+											aria-hidden
+										/>
+										<span className="sr-only">Mês atual:</span>
+										<MoneyValues
+											amount={category.currentAmount}
+											className="font-semibold"
+										/>
+									</span>
 								</p>
 							</div>
 							<PercentageChangeIndicator

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

@@ -6,6 +6,7 @@ import {
 	RiDeleteBinLine,
 } from "@remixicon/react";
 import Image from "next/image";
+import Link from "next/link";
 import { useRouter } from "next/navigation";
 import { useMemo, useState } from "react";
 import { toast } from "sonner";
@@ -19,6 +20,11 @@ import { TransactionDialog } from "@/features/transactions/components/dialogs/tr
 import { ConfirmActionDialog } from "@/shared/components/confirm-action-dialog";
 import MoneyValues from "@/shared/components/money-values";
 import { Button } from "@/shared/components/ui/button";
+import {
+	Tooltip,
+	TooltipContent,
+	TooltipTrigger,
+} from "@/shared/components/ui/tooltip";
 import { WidgetEmptyState } from "@/shared/components/widgets/widget-empty-state";
 import { resolveLogoSrc } from "@/shared/lib/logo";
 
@@ -46,6 +52,24 @@ function getDateString(date: Date | string | null | undefined): string | null {
 	return date.toISOString().slice(0, 10);
 }
 
+function findMatchingLogo(
+	sourceAppName: string | null,
+	logoMap: Record<string, string>,
+): string | null {
+	if (!sourceAppName) return null;
+
+	const appName = sourceAppName.toLowerCase();
+	if (logoMap[appName]) return resolveLogoSrc(logoMap[appName]);
+
+	for (const [name, logo] of Object.entries(logoMap)) {
+		if (name.includes(appName) || appName.includes(name)) {
+			return resolveLogoSrc(logo);
+		}
+	}
+
+	return null;
+}
+
 export function InboxWidget({
 	snapshot,
 	quickActionOptions,
@@ -149,13 +173,18 @@ export function InboxWidget({
 	if (snapshot.pendingCount === 0) {
 		return (
 			<WidgetEmptyState
-				icon={<RiCheckboxCircleFill color="green" className="size-6" />}
+				icon={<RiCheckboxCircleFill className="size-6 text-success" />}
 				title="Tudo em dia"
 				description="Nenhum pré-lançamento aguardando revisão."
 			/>
 		);
 	}
 
+	const remainingCount = Math.max(
+		snapshot.pendingCount - snapshot.recentItems.length,
+		0,
+	);
+
 	return (
 		<div className="flex flex-col">
 			{snapshot.recentItems.map((item) => {
@@ -168,17 +197,12 @@ export function InboxWidget({
 					parsedAmount !== null && Number.isFinite(parsedAmount)
 						? parsedAmount
 						: null;
-				const logoKey = item.sourceAppName?.toLowerCase() ?? "";
-				const rawLogo = snapshot.logoMap[logoKey] ?? null;
-				const logoSrc = resolveLogoSrc(rawLogo);
+				const logoSrc = findMatchingLogo(item.sourceAppName, snapshot.logoMap);
 				const displayLogo = logoSrc ?? DEFAULT_INBOX_APP_LOGO;
 
 				return (
-					<div
-						key={item.id}
-						className="flex items-center justify-between py-1.5"
-					>
-						<div className="flex flex-1 items-center gap-2">
+					<div key={item.id} className="flex items-center justify-between py-2">
+						<div className="flex min-w-0 flex-1 items-center gap-2">
 							<Image
 								src={displayLogo}
 								alt={item.sourceAppName ?? ""}
@@ -188,52 +212,74 @@ export function InboxWidget({
 								unoptimized
 							/>
 
-							<div>
-								<p className="text-sm font-medium text-foreground">
-									{displayName.length > 30
-										? `${displayName.slice(0, 30)}...`
-										: displayName}
+							<div className="min-w-0">
+								<p className="truncate text-sm font-medium text-foreground">
+									{displayName}
 								</p>
-								<div className="flex items-center gap-2 text-xs text-muted-foreground">
-									{item.sourceAppName && <span>{item.sourceAppName}</span>}
+								<div className="flex min-w-0 items-center gap-2 text-xs text-muted-foreground">
+									{item.sourceAppName && (
+										<span className="truncate">{item.sourceAppName}</span>
+									)}
 									<span className="text-muted-foreground/60">
-										{relativeTime(item.createdAt)}
+										{relativeTime(item.notificationTimestamp)}
 									</span>
 								</div>
 							</div>
 						</div>
 
-						<div className="flex shrink-0 flex-col items-end">
+						<div className="ml-2 flex shrink-0 items-center gap-1">
 							{amount !== null && (
 								<MoneyValues className="font-medium" amount={amount} />
 							)}
+							{amount === null && (
+								<span className="max-w-20 text-right text-xs leading-tight text-muted-foreground">
+									Valor não identificado
+								</span>
+							)}
 							<div className="flex items-center">
-								<Button
-									size="icon-sm"
-									variant="ghost"
-									className="size-6 text-muted-foreground hover:text-foreground"
-									onClick={() => handleProcessRequest(item)}
-									aria-label="Processar notificação"
-									title="Processar"
-								>
-									<RiCheckLine className="size-3.5" />
-								</Button>
-								<Button
-									size="icon-sm"
-									variant="ghost"
-									className="size-6 text-muted-foreground hover:text-destructive"
-									onClick={() => handleDiscardRequest(item)}
-									aria-label="Descartar notificação"
-									title="Descartar"
-								>
-									<RiDeleteBinLine className="size-3.5" />
-								</Button>
+								<Tooltip>
+									<TooltipTrigger asChild>
+										<Button
+											size="icon-sm"
+											variant="ghost"
+											className="text-muted-foreground hover:text-foreground"
+											onClick={() => handleProcessRequest(item)}
+											aria-label="Lançar notificação"
+										>
+											<RiCheckLine className="size-3.5" />
+										</Button>
+									</TooltipTrigger>
+									<TooltipContent side="top">Lançar</TooltipContent>
+								</Tooltip>
+								<Tooltip>
+									<TooltipTrigger asChild>
+										<Button
+											size="icon-sm"
+											variant="ghost"
+											className="text-muted-foreground hover:text-destructive"
+											onClick={() => handleDiscardRequest(item)}
+											aria-label="Descartar notificação"
+										>
+											<RiDeleteBinLine className="size-3.5" />
+										</Button>
+									</TooltipTrigger>
+									<TooltipContent side="top">Descartar</TooltipContent>
+								</Tooltip>
 							</div>
 						</div>
 					</div>
 				);
 			})}
 
+			{remainingCount > 0 && (
+				<Link
+					href="/inbox"
+					className="mt-2 inline-flex items-center justify-center text-xs font-medium text-muted-foreground transition-colors hover:text-primary"
+				>
+					+ {remainingCount} pendentes · Revisar todos
+				</Link>
+			)}
+
 			<TransactionDialog
 				mode="create"
 				open={processOpen}

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

@@ -1,7 +1,14 @@
 "use client";
 
 import { RiLineChartLine } from "@remixicon/react";
-import { Bar, BarChart, CartesianGrid, XAxis } from "recharts";
+import {
+	Bar,
+	CartesianGrid,
+	ComposedChart,
+	Line,
+	ReferenceLine,
+	XAxis,
+} from "recharts";
 import type { IncomeExpenseBalanceData } from "@/features/dashboard/overview/income-expense-balance-queries";
 import { CardContent } from "@/shared/components/ui/card";
 import {
@@ -11,6 +18,7 @@ import {
 } from "@/shared/components/ui/chart";
 import { WidgetEmptyState } from "@/shared/components/widgets/widget-empty-state";
 import { formatCurrency } from "@/shared/utils/currency";
+import { formatCompactPeriodLabel } from "@/shared/utils/period";
 
 type IncomeExpenseBalanceWidgetProps = {
 	data: IncomeExpenseBalanceData;
@@ -19,15 +27,15 @@ type IncomeExpenseBalanceWidgetProps = {
 const chartConfig = {
 	receita: {
 		label: "Receita",
-		color: "var(--chart-1)",
+		color: "var(--success)",
 	},
 	despesa: {
 		label: "Despesa",
-		color: "var(--chart-2)",
+		color: "var(--destructive)",
 	},
 	balanco: {
 		label: "Balanço",
-		color: "var(--chart-3)",
+		color: "var(--primary)",
 	},
 } satisfies ChartConfig;
 
@@ -35,7 +43,7 @@ export function IncomeExpenseBalanceWidget({
 	data,
 }: IncomeExpenseBalanceWidgetProps) {
 	const chartData = data.months.map((month) => ({
-		month: month.monthLabel,
+		month: formatCompactPeriodLabel(month.month).toLowerCase(),
 		receita: month.income,
 		despesa: month.expense,
 		balanco: month.balance,
@@ -59,16 +67,18 @@ export function IncomeExpenseBalanceWidget({
 	}
 
 	return (
-		<CardContent className="space-y-4 px-0">
+		<CardContent className="space-y-2 px-0">
 			<ChartContainer
 				config={chartConfig}
 				className="h-[270px] w-full aspect-auto"
 			>
-				<BarChart
+				<ComposedChart
 					data={chartData}
 					margin={{ top: 20, right: 10, left: 10, bottom: 5 }}
+					accessibilityLayer
 				>
 					<CartesianGrid strokeDasharray="3 3" vertical={false} />
+					<ReferenceLine y={0} stroke="var(--border)" />
 					<XAxis
 						dataKey="month"
 						tickLine={false}
@@ -81,8 +91,15 @@ export function IncomeExpenseBalanceWidget({
 								return null;
 							}
 
+							const month = payload[0]?.payload.month as string | undefined;
+
 							return (
 								<div className="rounded-lg border bg-background p-2 shadow-sm">
+									{month ? (
+										<p className="mb-2 text-xs font-medium text-muted-foreground">
+											{month}
+										</p>
+									) : null}
 									<div className="grid gap-2">
 										{payload.map((entry) => {
 											const config =
@@ -111,7 +128,7 @@ export function IncomeExpenseBalanceWidget({
 								</div>
 							);
 						}}
-						cursor={{ fill: "hsl(var(--muted))", opacity: 0.3 }}
+						cursor={{ fill: "var(--muted)", opacity: 0.3 }}
 					/>
 					<Bar
 						dataKey="receita"
@@ -125,42 +142,26 @@ export function IncomeExpenseBalanceWidget({
 						radius={[4, 4, 0, 0]}
 						maxBarSize={60}
 					/>
-					<Bar
+					<Line
 						dataKey="balanco"
-						fill={chartConfig.balanco.color}
-						radius={[4, 4, 0, 0]}
-						maxBarSize={60}
+						type="monotone"
+						stroke={chartConfig.balanco.color}
+						strokeWidth={2}
+						dot={{ fill: chartConfig.balanco.color, r: 3 }}
+						activeDot={{ r: 5 }}
 					/>
-				</BarChart>
+				</ComposedChart>
 			</ChartContainer>
-			<div className="flex items-center justify-center gap-6">
-				<div className="flex items-center gap-2">
-					<div
-						className="size-2 rounded-full"
-						style={{ backgroundColor: chartConfig.receita.color }}
-					/>
-					<span className="text-sm text-muted-foreground">
-						{chartConfig.receita.label}
-					</span>
-				</div>
-				<div className="flex items-center gap-2">
-					<div
-						className="size-2 rounded-full"
-						style={{ backgroundColor: chartConfig.despesa.color }}
-					/>
-					<span className="text-sm text-muted-foreground">
-						{chartConfig.despesa.label}
-					</span>
-				</div>
-				<div className="flex items-center gap-2">
-					<div
-						className="size-2 rounded-full"
-						style={{ backgroundColor: chartConfig.balanco.color }}
-					/>
-					<span className="text-sm text-muted-foreground">
-						{chartConfig.balanco.label}
-					</span>
-				</div>
+			<div className="flex flex-wrap items-center justify-center gap-x-4 gap-y-1 text-xs text-muted-foreground">
+				{Object.values(chartConfig).map((config) => (
+					<div key={config.label} className="flex items-center gap-1.5">
+						<div
+							className="size-2 rounded-full"
+							style={{ backgroundColor: config.color }}
+						/>
+						<span>{config.label}</span>
+					</div>
+				))}
 			</div>
 		</CardContent>
 	);

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

@@ -1,8 +1,8 @@
 "use client";
 
 import {
+	RiArrowRightLine,
 	RiBarChartBoxLine,
-	RiExternalLinkLine,
 	RiEyeLine,
 	RiEyeOffLine,
 } from "@remixicon/react";
@@ -24,7 +24,9 @@ import {
 import { WidgetEmptyState } from "@/shared/components/widgets/widget-empty-state";
 import { isAccountInactive } from "@/shared/lib/accounts/constants";
 import { resolveLogoSrc } from "@/shared/lib/logo";
+import { buildInitials } from "@/shared/utils/initials";
 import { formatPeriodForUrl } from "@/shared/utils/period";
+import { cn } from "@/shared/utils/ui";
 
 type MyAccountsWidgetProps = {
 	accounts: DashboardAccount[];
@@ -54,9 +56,6 @@ export function MyAccountsWidget({
 		: activeAccounts.filter((account) => !account.excludeFromBalance);
 	const displayedAccounts = visibleAccounts.slice(0, 5);
 	const remainingCount = visibleAccounts.length - displayedAccounts.length;
-	const hiddenExcludedAccountsCount = showExcludedAccounts
-		? 0
-		: excludedAccountsCount;
 	const toggleButtonLabel = showExcludedAccounts
 		? "Ocultar contas não consideradas"
 		: "Mostrar contas não consideradas";
@@ -81,7 +80,7 @@ export function MyAccountsWidget({
 		<>
 			<div className="flex items-start justify-between gap-3 py-1">
 				<div className="space-y-1">
-					<p className="text-sm text-muted-foreground">Saldo Total</p>
+					<p className="text-sm text-muted-foreground">Saldo total</p>
 					<MoneyValues className="text-2xl font-medium" amount={totalBalance} />
 				</div>
 
@@ -106,51 +105,46 @@ export function MyAccountsWidget({
 						</TooltipTrigger>
 						<TooltipContent side="left" className="max-w-xs">
 							<p className="text-xs">{toggleButtonLabel}</p>
+							{!showExcludedAccounts ? (
+								<p className="mt-1 text-xs text-background/70">
+									{excludedAccountsCount}{" "}
+									{excludedAccountsCount === 1
+										? "conta não considerada oculta"
+										: "contas não consideradas ocultas"}
+								</p>
+							) : null}
 						</TooltipContent>
 					</Tooltip>
 				) : null}
 			</div>
 
-			{hiddenExcludedAccountsCount > 0 ? (
-				<p className="pb-2 text-xs text-muted-foreground">
-					{hiddenExcludedAccountsCount}{" "}
-					{hiddenExcludedAccountsCount === 1
-						? "conta não considerada oculta"
-						: "contas não consideradas ocultas"}
-				</p>
-			) : null}
-
 			<div>
 				{activeAccounts.length === 0 ? (
-					<div className="-mt-10">
-						<WidgetEmptyState
-							icon={
-								<RiBarChartBoxLine className="size-6 text-muted-foreground" />
-							}
-							title="Você ainda não adicionou nenhuma conta"
-							description="Cadastre suas contas bancárias para acompanhar os saldos e movimentações."
-						/>
-					</div>
+					<WidgetEmptyState
+						icon={
+							<RiBarChartBoxLine className="size-6 text-muted-foreground" />
+						}
+						title="Você ainda não adicionou nenhuma conta"
+						description="Cadastre suas contas bancárias para acompanhar os saldos e movimentações."
+					/>
 				) : displayedAccounts.length === 0 ? (
-					<div className="-mt-10">
-						<WidgetEmptyState
-							icon={<RiEyeOffLine className="size-6 text-muted-foreground" />}
-							title="As contas não consideradas estão ocultas"
-							description="Use o botão no topo do widget para mostrá-las novamente."
-						/>
-					</div>
+					<WidgetEmptyState
+						icon={<RiEyeOffLine className="size-6 text-muted-foreground" />}
+						title="As contas não consideradas estão ocultas"
+						description="Use o botão no topo do widget para mostrá-las novamente."
+					/>
 				) : (
 					<ul className="flex flex-col">
 						{displayedAccounts.map((account, index) => {
 							const logoSrc = resolveLogoSrc(account.logo);
 
 							return (
-								<div
+								<li
 									key={account.id}
-									className="flex items-center justify-between transition-all duration-300 py-1.5 "
+									className="flex items-center justify-between py-1.5 transition-all duration-300"
 								>
 									<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
-										<div className="relative size-9.5 overflow-hidden">
+										<div className="relative flex size-9.5 shrink-0 items-center justify-center overflow-hidden rounded-full bg-primary/10">
 											{logoSrc ? (
 												<Image
 													src={logoSrc}
@@ -160,7 +154,11 @@ export function MyAccountsWidget({
 													className="object-contain rounded-full"
 													priority={index === 0}
 												/>
-											) : null}
+											) : (
+												<span className="text-xs font-medium text-primary">
+													{buildInitials(account.name)}
+												</span>
+											)}
 										</div>
 
 										<div className="min-w-0">
@@ -172,44 +170,41 @@ export function MyAccountsWidget({
 												className="inline-flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
 											>
 												<span className="truncate">{account.name}</span>
-												<RiExternalLinkLine
-													className="size-3 shrink-0 text-muted-foreground"
-													aria-hidden
-												/>
 											</Link>
 
-											{account.excludeFromBalance ? (
-												<Tooltip>
-													<TooltipTrigger asChild>
-														<span className="inline-flex cursor-help ml-2">
-															<Badge className="font-normal" variant="info">
-																Não considerada
-															</Badge>
-														</span>
-													</TooltipTrigger>
-													<TooltipContent side="top" className="max-w-xs">
-														<p className="text-xs">
-															Esta conta aparece na lista, mas não entra no
-															cálculo do saldo total porque está marcada para
-															desconsiderar do saldo total.
-														</p>
-													</TooltipContent>
-												</Tooltip>
-											) : null}
-
 											<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
 												<span className="truncate">{account.accountType}</span>
+												{account.excludeFromBalance ? (
+													<Tooltip>
+														<TooltipTrigger asChild>
+															<span className="inline-flex cursor-help">
+																<Badge className="font-normal" variant="info">
+																	Não considerada
+																</Badge>
+															</span>
+														</TooltipTrigger>
+														<TooltipContent side="top" className="max-w-xs">
+															<p className="text-xs">
+																Esta conta aparece na lista, mas não entra no
+																cálculo do saldo total.
+															</p>
+														</TooltipContent>
+													</Tooltip>
+												) : null}
 											</div>
 										</div>
 									</div>
 
 									<div className="flex flex-col items-end gap-0.5 text-right">
 										<MoneyValues
-											className="font-medium"
+											className={cn(
+												"font-medium",
+												account.balance < 0 && "text-destructive",
+											)}
 											amount={account.balance}
 										/>
 									</div>
-								</div>
+								</li>
 							);
 						})}
 					</ul>
@@ -217,8 +212,14 @@ export function MyAccountsWidget({
 			</div>
 
 			{remainingCount > 0 ? (
-				<CardFooter className="border-border/60 border-t pt-4 text-sm text-muted-foreground">
-					+{remainingCount} contas não exibidas
+				<CardFooter className="border-border/60 border-t pt-4">
+					<Link
+						href="/accounts"
+						className="inline-flex items-center gap-1 text-sm font-medium text-muted-foreground transition-colors hover:text-primary"
+					>
+						+{remainingCount} contas não exibidas
+						<RiArrowRightLine className="size-4" aria-hidden />
+					</Link>
 				</CardFooter>
 			) : null}
 		</>

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

@@ -1,10 +1,6 @@
 "use client";
 
-import {
-	RiExternalLinkLine,
-	RiGroupLine,
-	RiVerifiedBadgeFill,
-} from "@remixicon/react";
+import { RiGroupLine, RiVerifiedBadgeFill } from "@remixicon/react";
 import Link from "next/link";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
 import type { DashboardPagador } from "@/features/dashboard/lib/payers-queries";
@@ -14,6 +10,11 @@ import {
 	AvatarFallback,
 	AvatarImage,
 } from "@/shared/components/ui/avatar";
+import {
+	Tooltip,
+	TooltipContent,
+	TooltipTrigger,
+} from "@/shared/components/ui/tooltip";
 import { WidgetEmptyState } from "@/shared/components/widgets/widget-empty-state";
 import { getAvatarSrc } from "@/shared/lib/payers/utils";
 import { buildInitials } from "@/shared/utils/initials";
@@ -33,7 +34,7 @@ export function PayersWidget({ payers }: PayersWidgetProps) {
 				/>
 			) : (
 				<div className="flex flex-col">
-					{payers.map((payer) => {
+					{payers.map((payer, index) => {
 						const initials = buildInitials(payer.name);
 						const hasValidPercentageChange =
 							typeof payer.percentageChange === "number" &&
@@ -45,8 +46,11 @@ export function PayersWidget({ payers }: PayersWidgetProps) {
 						return (
 							<div
 								key={payer.id}
-								className="flex items-center justify-between transition-all duration-300 py-1.5"
+								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
 							>
+								<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
+									{index + 1}
+								</span>
 								<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
 									<Avatar className="size-9.5 shrink-0">
 										<AvatarImage
@@ -64,18 +68,24 @@ export function PayersWidget({ payers }: PayersWidgetProps) {
 										>
 											<span className="truncate font-medium">{payer.name}</span>
 											{payer.isAdmin && (
-												<RiVerifiedBadgeFill
-													className="size-4 shrink-0 text-blue-500"
-													aria-hidden
-												/>
+												<Tooltip>
+													<TooltipTrigger asChild>
+														<span className="inline-flex shrink-0">
+															<RiVerifiedBadgeFill
+																className="size-4 text-blue-500"
+																aria-hidden
+															/>
+															<span className="sr-only">Pessoa principal</span>
+														</span>
+													</TooltipTrigger>
+													<TooltipContent side="top">
+														Pessoa principal
+													</TooltipContent>
+												</Tooltip>
 											)}
-											<RiExternalLinkLine
-												className="size-3 shrink-0 text-muted-foreground"
-												aria-hidden
-											/>
 										</Link>
 										<p className="truncate text-xs text-muted-foreground">
-											{payer.email ?? "Sem email cadastrado"}
+											Despesas no período
 										</p>
 									</div>
 								</div>
@@ -85,7 +95,12 @@ export function PayersWidget({ payers }: PayersWidgetProps) {
 										className="font-medium"
 										amount={payer.totalExpenses}
 									/>
-									<PercentageChangeIndicator value={percentageChange} />
+									<div className="flex items-center gap-1 text-xs text-muted-foreground">
+										<PercentageChangeIndicator value={percentageChange} />
+										{percentageChange !== null ? (
+											<span>vs. mês ant.</span>
+										) : null}
+									</div>
 								</div>
 							</div>
 						);

src/features/dashboard/components/widgets/purchases-by-category-widget.tsx

@@ -1,6 +1,6 @@
 "use client";
 
-import { RiArrowDownSFill, RiStore3Line } from "@remixicon/react";
+import { RiFileList2Line, RiStore3Line } from "@remixicon/react";
 import { useEffect, useMemo, useRef, useState } from "react";
 import type { PurchasesByCategoryData } from "@/features/dashboard/categories/purchases-by-category-queries";
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
@@ -8,7 +8,9 @@ import MoneyValues from "@/shared/components/money-values";
 import {
 	Select,
 	SelectContent,
+	SelectGroup,
 	SelectItem,
+	SelectLabel,
 	SelectTrigger,
 	SelectValue,
 } from "@/shared/components/ui/select";
@@ -129,18 +131,18 @@ export function PurchasesByCategoryWidget({
 					</SelectTrigger>
 					<SelectContent>
 						{Object.entries(categoriesByType).map(([type, categories]) => (
-							<div key={type}>
-								<div className="px-2 py-1.5 text-xs font-medium text-muted-foreground">
+							<SelectGroup key={type}>
+								<SelectLabel className="font-medium">
 									{CATEGORY_TYPE_LABEL[
 										type as keyof typeof CATEGORY_TYPE_LABEL
 									] ?? type}
-								</div>
+								</SelectLabel>
 								{categories.map((category) => (
 									<SelectItem key={category.id} value={category.id}>
 										{category.name}
 									</SelectItem>
 								))}
-							</div>
+							</SelectGroup>
 						))}
 					</SelectContent>
 				</Select>
@@ -148,12 +150,12 @@ export function PurchasesByCategoryWidget({
 
 			{currentTransactions.length === 0 ? (
 				<WidgetEmptyState
-					icon={<RiArrowDownSFill className="size-6 text-muted-foreground" />}
-					title="Nenhuma compra encontrada"
+					icon={<RiFileList2Line className="size-6 text-muted-foreground" />}
+					title="Nenhum lançamento encontrado"
 					description={
 						selectedCategory
 							? `Não há lançamentos na categoria "${selectedCategory.name}".`
-							: "Selecione uma categoria para visualizar as compras."
+							: "Selecione uma categoria para visualizar os lançamentos."
 					}
 				/>
 			) : (
@@ -162,9 +164,9 @@ export function PurchasesByCategoryWidget({
 						return (
 							<div
 								key={transaction.id}
-								className="flex items-center justify-between gap-3 transition-all duration-300 py-2"
+								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
 							>
-								<div className="flex min-w-0 flex-1 items-center gap-3">
+								<div className="flex min-w-0 flex-1 items-center gap-2">
 									<EstablishmentLogo name={transaction.name} size={37} />
 
 									<div className="min-w-0">

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

@@ -3,6 +3,7 @@ import type { RecurringExpensesData } from "@/features/dashboard/expenses/recurr
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
 import { WidgetEmptyState } from "@/shared/components/widgets/widget-empty-state";
+import { getPaymentMethodIcon } from "@/shared/utils/icons";
 
 type RecurringExpensesWidgetProps = {
 	data: RecurringExpensesData;
@@ -10,10 +11,10 @@ type RecurringExpensesWidgetProps = {
 
 const formatOccurrences = (value: number | null) => {
 	if (!value) {
-		return "Recorrência contínua";
+		return "Repete mensalmente";
 	}
 
-	return `${value} recorrências mensais`;
+	return `Repete por ${value} ${value === 1 ? "mês" : "meses"}`;
 };
 
 export function RecurringExpensesWidget({
@@ -23,7 +24,7 @@ export function RecurringExpensesWidget({
 		return (
 			<WidgetEmptyState
 				icon={<RiRefreshLine className="size-6 text-muted-foreground" />}
-				title="Nenhuma despesa recorrente"
+				title="Nenhuma despesa recorrente encontrada"
 				description="Lançamentos recorrentes aparecerão aqui conforme forem registrados."
 			/>
 		);
@@ -31,33 +32,39 @@ export function RecurringExpensesWidget({
 
 	return (
 		<div className="flex flex-col">
-			{data.expenses.map((expense) => {
-				return (
-					<div
-						key={expense.id}
-						className="flex items-center gap-2 transition-all duration-300 py-1.5"
-					>
-						<EstablishmentLogo name={expense.name} size={37} />
+			{[...data.expenses]
+				.sort((a, b) => b.amount - a.amount)
+				.map((expense) => {
+					return (
+						<div
+							key={expense.id}
+							className="flex items-center gap-2 transition-all duration-300 py-1.5"
+						>
+							<EstablishmentLogo name={expense.name} size={37} />
 
-						<div className="min-w-0 flex-1">
-							<div className="flex items-center justify-between">
-								<p className="truncate text-foreground text-sm font-medium">
-									{expense.name}
-								</p>
+							<div className="min-w-0 flex-1">
+								<div className="flex items-center justify-between">
+									<p className="truncate text-foreground text-sm font-medium">
+										{expense.name}
+									</p>
 
-								<MoneyValues className="font-medium" amount={expense.amount} />
-							</div>
+									<MoneyValues
+										className="font-medium"
+										amount={expense.amount}
+									/>
+								</div>
 
-							<div className="flex items-center justify-between text-xs text-muted-foreground">
-								<span className="inline-flex items-center gap-1">
-									{expense.paymentMethod}
-								</span>
-								<span>{formatOccurrences(expense.recurrenceCount)}</span>
+								<div className="flex items-center justify-between text-xs text-muted-foreground">
+									<span className="inline-flex items-center gap-1 [&_svg]:size-3.5">
+										{getPaymentMethodIcon(expense.paymentMethod)}
+										{expense.paymentMethod}
+									</span>
+									<span>{formatOccurrences(expense.recurrenceCount)}</span>
+								</div>
 							</div>
 						</div>
-					</div>
-				);
-			})}
+					);
+				})}
 		</div>
 	);
 }

src/features/dashboard/components/widgets/spending-overview-widget.tsx

@@ -15,13 +15,11 @@ import { TopExpensesWidget } from "./top-expenses-widget";
 
 type SpendingOverviewWidgetProps = {
 	topExpensesAll: TopExpensesData;
-	topExpensesCardOnly: TopExpensesData;
 	topEstablishmentsData: TopEstablishmentsData;
 };
 
 export function SpendingOverviewWidget({
 	topExpensesAll,
-	topExpensesCardOnly,
 	topEstablishmentsData,
 }: SpendingOverviewWidgetProps) {
 	const [activeTab, setActiveTab] = useState<"expenses" | "establishments">(
@@ -54,10 +52,7 @@ export function SpendingOverviewWidget({
 			</TabsList>
 
 			<TabsContent value="expenses" className="mt-2">
-				<TopExpensesWidget
-					allExpenses={topExpensesAll}
-					cardOnlyExpenses={topExpensesCardOnly}
-				/>
+				<TopExpensesWidget data={topExpensesAll} />
 			</TabsContent>
 
 			<TabsContent value="establishments" className="mt-2">

src/features/dashboard/components/widgets/top-establishments-widget.tsx

@@ -28,13 +28,16 @@ export function TopEstablishmentsWidget({
 				/>
 			) : (
 				<div className="flex flex-col">
-					{data.establishments.map((establishment) => {
+					{data.establishments.map((establishment, index) => {
 						return (
 							<div
 								key={establishment.id}
-								className="flex items-center justify-between gap-3 transition-all duration-300 py-2"
+								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
 							>
-								<div className="flex min-w-0 flex-1 items-center gap-3">
+								<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
+									{index + 1}
+								</span>
+								<div className="flex min-w-0 flex-1 items-center gap-2">
 									<EstablishmentLogo name={establishment.name} size={37} />
 
 									<div className="min-w-0">
@@ -42,7 +45,8 @@ export function TopEstablishmentsWidget({
 											{establishment.name}
 										</p>
 										<p className="text-xs text-muted-foreground">
-											{formatOccurrencesLabel(establishment.occurrences)}
+											{formatOccurrencesLabel(establishment.occurrences)} ·
+											total acumulado
 										</p>
 									</div>
 								</div>

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

@@ -1,20 +1,18 @@
 "use client";
 
 import { RiArrowUpDoubleLine } from "@remixicon/react";
-import { useMemo, useState } from "react";
+import { useMemo } from "react";
 import type {
 	TopExpense,
 	TopExpensesData,
 } from "@/features/dashboard/expenses/top-expenses-queries";
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
-import { Switch } from "@/shared/components/ui/switch";
 import { WidgetEmptyState } from "@/shared/components/widgets/widget-empty-state";
 import { formatTransactionDate } from "@/shared/utils/date";
 
 type TopExpensesWidgetProps = {
-	allExpenses: TopExpensesData;
-	cardOnlyExpenses: TopExpensesData;
+	data: TopExpensesData;
 };
 
 const shouldIncludeExpense = (expense: TopExpense) => {
@@ -31,75 +29,34 @@ const shouldIncludeExpense = (expense: TopExpense) => {
 	return true;
 };
 
-const isCardExpense = (expense: TopExpense) =>
-	expense.paymentMethod?.toLowerCase().includes("cartão") ?? false;
-
-export function TopExpensesWidget({
-	allExpenses,
-	cardOnlyExpenses,
-}: TopExpensesWidgetProps) {
-	const [cardOnly, setCardOnly] = useState(false);
-	const normalizedAllExpenses = useMemo(() => {
-		return allExpenses.expenses.filter(shouldIncludeExpense);
-	}, [allExpenses]);
-
-	const normalizedCardOnlyExpenses = useMemo(() => {
-		const merged = [...cardOnlyExpenses.expenses, ...normalizedAllExpenses];
-		const seen = new Set<string>();
-
-		return merged.filter((expense) => {
-			if (seen.has(expense.id)) {
-				return false;
-			}
-
-			if (!isCardExpense(expense) || !shouldIncludeExpense(expense)) {
-				return false;
-			}
-
-			seen.add(expense.id);
-			return true;
-		});
-	}, [cardOnlyExpenses, normalizedAllExpenses]);
-
-	const data = cardOnly
-		? { expenses: normalizedCardOnlyExpenses }
-		: { expenses: normalizedAllExpenses };
+export function TopExpensesWidget({ data }: TopExpensesWidgetProps) {
+	const expenses = useMemo(
+		() => data.expenses.filter(shouldIncludeExpense),
+		[data.expenses],
+	);
 
 	return (
-		<div className="flex flex-col gap-4 px-0">
-			<div className="flex items-center justify-between gap-3">
-				<label
-					htmlFor="card-only-toggle"
-					className="text-sm text-muted-foreground"
-				>
-					Apenas cartões
-				</label>
-				<Switch
-					id="card-only-toggle"
-					checked={cardOnly}
-					onCheckedChange={setCardOnly}
+		<div className="flex flex-col px-0">
+			{expenses.length === 0 ? (
+				<WidgetEmptyState
+					icon={
+						<RiArrowUpDoubleLine className="size-6 text-muted-foreground" />
+					}
+					title="Nenhuma despesa encontrada"
+					description="Quando houver despesas registradas, elas aparecerão aqui."
 				/>
-			</div>
-
-			{data.expenses.length === 0 ? (
-				<div className="-mt-10">
-					<WidgetEmptyState
-						icon={
-							<RiArrowUpDoubleLine className="size-6 text-muted-foreground" />
-						}
-						title="Nenhuma despesa encontrada"
-						description="Quando houver despesas registradas, elas aparecerão aqui."
-					/>
-				</div>
 			) : (
 				<div className="flex flex-col">
-					{data.expenses.map((expense) => {
+					{expenses.map((expense, index) => {
 						return (
 							<div
 								key={expense.id}
-								className="flex items-center justify-between gap-3 transition-all duration-300 py-2"
+								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
 							>
-								<div className="flex min-w-0 flex-1 items-center gap-3">
+								<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
+									{index + 1}
+								</span>
+								<div className="flex min-w-0 flex-1 items-center gap-2">
 									<EstablishmentLogo name={expense.name} size={37} />
 
 									<div className="min-w-0">

src/features/dashboard/components/widgets/widget-settings-dialog.tsx

@@ -21,6 +21,7 @@ type WidgetSettingsDialogProps = {
 	onToggleWidget: (widgetId: string) => void;
 	onReset: () => void;
 	triggerClassName?: string;
+	triggerLabel?: string;
 };
 
 export function WidgetSettingsDialog({
@@ -28,6 +29,7 @@ export function WidgetSettingsDialog({
 	onToggleWidget,
 	onReset,
 	triggerClassName,
+	triggerLabel = "Widgets",
 }: WidgetSettingsDialogProps) {
 	const [open, setOpen] = useState(false);
 
@@ -40,12 +42,12 @@ export function WidgetSettingsDialog({
 					className={cn("gap-2", triggerClassName)}
 				>
 					<RiSettings4Line className="size-4" />
-					Widgets
+					{triggerLabel}
 				</Button>
 			</DialogTrigger>
 			<DialogContent className="sm:max-w-md">
 				<DialogHeader>
-					<DialogTitle>Configurar Widgets</DialogTitle>
+					<DialogTitle>Configurar widgets</DialogTitle>
 					<DialogDescription>
 						Escolha quais widgets deseja exibir no seu dashboard.
 					</DialogDescription>
@@ -91,7 +93,7 @@ export function WidgetSettingsDialog({
 						className="gap-2"
 					>
 						<RiRefreshLine className="size-4" />
-						Restaurar Padrão
+						Restaurar padrão
 					</Button>
 				</DialogFooter>
 			</DialogContent>

src/features/dashboard/expenses/installment-expenses-helpers.ts

@@ -5,7 +5,7 @@ import { capitalize } from "@/shared/utils/string";
 type InstallmentExpenseDisplay = {
 	compactLabel: string | null;
 	isLast: boolean;
-	remainingLabel: "Próx." | "Aberto";
+	remainingLabel: "Próximas" | "Em aberto";
 	remainingInstallments: number;
 	remainingAmount: number;
 	endDate: string | null;
@@ -17,7 +17,7 @@ const buildInstallmentCompactLabel = (
 	installmentCount: number | null,
 ) => {
 	if (currentInstallment && installmentCount) {
-		return `${currentInstallment} de ${installmentCount}`;
+		return `Parcela ${currentInstallment} de ${installmentCount}`;
 	}
 
 	return null;
@@ -111,7 +111,7 @@ export const buildInstallmentExpenseDisplay = (
 			installmentCount,
 		),
 		isLast: isInstallmentLast(currentInstallment, installmentCount),
-		remainingLabel: isSettled === true ? "Próx." : "Aberto",
+		remainingLabel: isSettled === true ? "Próximas" : "Em aberto",
 		remainingInstallments: calculateInstallmentRemainingCount(
 			currentInstallment,
 			installmentCount,

src/features/dashboard/fetch-dashboard-data.ts

@@ -65,7 +65,6 @@ async function fetchDashboardDataInternal(userId: string, period: string) {
 		installmentExpensesData: currentPeriodOverview.installmentExpensesData,
 		topEstablishmentsData: currentPeriodOverview.topEstablishmentsData,
 		topExpensesAll: currentPeriodOverview.topExpensesAll,
-		topExpensesCardOnly: currentPeriodOverview.topExpensesCardOnly,
 		purchasesByCategoryData: currentPeriodOverview.purchasesByCategoryData,
 		incomeByCategoryData: categoryOverview.incomeByCategoryData,
 		expensesByCategoryData: categoryOverview.expensesByCategoryData,

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

@@ -4,7 +4,11 @@ import {
 	INVOICE_PAYMENT_STATUS,
 	type InvoicePaymentStatus,
 } from "@/shared/lib/invoices";
-import { getBusinessDateString } from "@/shared/utils/date";
+import {
+	getBusinessDateString,
+	parseUtcDateString,
+	toDateOnlyString,
+} from "@/shared/utils/date";
 import {
 	buildDueDateInfoFromPeriodDay,
 	buildRelativeDueDateInfoFromPeriodDay,
@@ -80,6 +84,29 @@ export const formatInvoiceWidgetPaymentDate = (
 	};
 };
 
+export const formatInvoiceWidgetOverdueLabel = (
+	value: string | null,
+): string | null => {
+	const dueDateValue = toDateOnlyString(value);
+	const todayValue = getBusinessDateString();
+	if (!dueDateValue || dueDateValue >= todayValue) {
+		return null;
+	}
+
+	const dueDate = parseUtcDateString(dueDateValue);
+	const today = parseUtcDateString(todayValue);
+	if (!dueDate || !today) {
+		return null;
+	}
+
+	const overdueDays = Math.round(
+		(today.getTime() - dueDate.getTime()) / (24 * 60 * 60 * 1000),
+	);
+	return overdueDays === 1
+		? "Atrasada · venceu ontem"
+		: `Atrasada · venceu há ${overdueDays} dias`;
+};
+
 export const getCurrentDateString = () => getBusinessDateString();
 
 const formatInvoiceSharePercentage = (value: number) => {

src/features/dashboard/lib/accounts-queries.ts

@@ -1,6 +1,9 @@
 import { and, eq, sql } from "drizzle-orm";
 import { financialAccounts, transactions } from "@/db/schema";
-import { INITIAL_BALANCE_NOTE } from "@/shared/lib/accounts/constants";
+import {
+	INITIAL_BALANCE_NOTE,
+	isAccountInactive,
+} from "@/shared/lib/accounts/constants";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
 import { safeToNumber as toNumber } from "@/shared/utils/number";
@@ -101,7 +104,10 @@ export async function fetchDashboardAccounts(
 		.sort((a, b) => b.balance - a.balance);
 
 	const totalBalance = accounts
-		.filter((account) => !account.excludeFromBalance)
+		.filter(
+			(account) =>
+				!account.excludeFromBalance && !isAccountInactive(account.status),
+		)
 		.reduce((total, account) => total + account.balance, 0);
 
 	return {

src/features/dashboard/lib/extract-logo-names.ts

@@ -16,8 +16,6 @@ export function extractDashboardLogoNames(data: DashboardData): string[] {
 	for (const establishment of data.topEstablishmentsData.establishments)
 		names.push(establishment.name);
 	for (const expense of data.topExpensesAll.expenses) names.push(expense.name);
-	for (const expense of data.topExpensesCardOnly.expenses)
-		names.push(expense.name);
 	for (const transactions of Object.values(
 		data.purchasesByCategoryData.transactionsByCategory,
 	)) {

src/features/dashboard/lib/navbar-queries.ts

@@ -1,10 +1,13 @@
-import { eq } from "drizzle-orm";
+import { and, asc, eq, ilike, not, sql } from "drizzle-orm";
 import { cacheLife, cacheTag } from "next/cache";
-import { payers } from "@/db/schema";
+import { cards, financialAccounts, payers, transactions } from "@/db/schema";
 import { fetchPendingInboxCount } from "@/features/inbox/queries";
+import type { NavbarFinanceLinks } from "@/shared/components/navigation/navbar/nav-items";
+import { INITIAL_BALANCE_NOTE } from "@/shared/lib/accounts/constants";
 import { db } from "@/shared/lib/db";
 import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
 import { getBusinessDateString } from "@/shared/utils/date";
+import { safeToNumber } from "@/shared/utils/number";
 import {
 	type DashboardNotificationsSnapshot,
 	fetchDashboardNotifications,
@@ -14,13 +17,13 @@ type DashboardNavbarData = {
 	payerAvatarUrl: string | null;
 	inboxPendingCount: number;
 	notificationsSnapshot: DashboardNotificationsSnapshot;
+	financeLinks: NavbarFinanceLinks;
 };
 
 async function fetchAdminPayerAvatarUrl(
 	userId: string,
+	adminPayerId: string | null,
 ): Promise<string | null> {
-	const adminPayerId = await getAdminPayerId(userId);
-
 	if (!adminPayerId) {
 		return null;
 	}
@@ -29,7 +32,7 @@ async function fetchAdminPayerAvatarUrl(
 		columns: {
 			avatarUrl: true,
 		},
-		where: eq(payers.id, adminPayerId),
+		where: and(eq(payers.id, adminPayerId), eq(payers.userId, userId)),
 	});
 
 	return payer?.avatarUrl ?? null;
@@ -39,17 +42,97 @@ async function fetchDashboardNavbarDataInternal(
 	userId: string,
 ): Promise<DashboardNavbarData> {
 	const currentPeriod = getBusinessDateString().slice(0, 7);
-	const [payerAvatarUrl, notificationsSnapshot, inboxPendingCount] =
-		await Promise.all([
-			fetchAdminPayerAvatarUrl(userId),
-			fetchDashboardNotifications(userId, currentPeriod),
-			fetchPendingInboxCount(userId),
-		]);
+	const adminPayerId = await getAdminPayerId(userId);
+	const [
+		payerAvatarUrl,
+		notificationsSnapshot,
+		inboxPendingCount,
+		activeCards,
+		activeAccounts,
+	] = await Promise.all([
+		fetchAdminPayerAvatarUrl(userId, adminPayerId),
+		fetchDashboardNotifications(userId, currentPeriod),
+		fetchPendingInboxCount(userId),
+		db
+			.select({
+				id: cards.id,
+				name: cards.name,
+				logo: cards.logo,
+				amount: sql<number>`coalesce(sum(${transactions.amount}), 0)`,
+			})
+			.from(cards)
+			.leftJoin(
+				transactions,
+				and(
+					eq(transactions.cardId, cards.id),
+					eq(transactions.userId, userId),
+					eq(transactions.period, currentPeriod),
+				),
+			)
+			.where(and(eq(cards.userId, userId), not(ilike(cards.status, "inativo"))))
+			.groupBy(cards.id, cards.name, cards.logo)
+			.orderBy(asc(cards.name)),
+		db
+			.select({
+				id: financialAccounts.id,
+				name: financialAccounts.name,
+				logo: financialAccounts.logo,
+				initialBalance: financialAccounts.initialBalance,
+				balanceMovements: sql<number>`
+					coalesce(
+						sum(
+							case
+								when ${transactions.note} = ${INITIAL_BALANCE_NOTE} then 0
+								else ${transactions.amount}
+							end
+						),
+						0
+					)
+				`,
+			})
+			.from(financialAccounts)
+			.leftJoin(
+				transactions,
+				and(
+					eq(transactions.accountId, financialAccounts.id),
+					eq(transactions.userId, userId),
+					eq(transactions.isSettled, true),
+					adminPayerId ? eq(transactions.payerId, adminPayerId) : sql`false`,
+				),
+			)
+			.where(
+				and(
+					eq(financialAccounts.userId, userId),
+					not(ilike(financialAccounts.status, "inativa")),
+				),
+			)
+			.groupBy(
+				financialAccounts.id,
+				financialAccounts.name,
+				financialAccounts.logo,
+				financialAccounts.initialBalance,
+			)
+			.orderBy(asc(financialAccounts.name)),
+	]);
 
 	return {
 		payerAvatarUrl,
 		inboxPendingCount,
 		notificationsSnapshot,
+		financeLinks: {
+			cards: activeCards.map((card) => ({
+				...card,
+				amount: Math.abs(safeToNumber(card.amount)),
+			})),
+			accounts: activeAccounts.map((account) => ({
+				id: account.id,
+				name: account.name,
+				logo: account.logo,
+				amount:
+					safeToNumber(account.initialBalance) +
+					safeToNumber(account.balanceMovements),
+			})),
+		},
 	};
 }
 

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

@@ -245,7 +245,7 @@ export async function fetchDashboardNotifications(
 	]);
 
 	// =====================
-	// Processar notificações
+	// lançar notificações
 	// =====================
 
 	const notifications: DashboardNotification[] = [];

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

@@ -34,7 +34,6 @@ import {
 import { safeToNumber as toNumber } from "@/shared/utils/number";
 
 const PAYMENT_METHOD_BOLETO = "Boleto";
-const PAYMENT_METHOD_CARD = "Cartão de Crédito";
 const TRANSACTION_TYPE_EXPENSE = "Despesa";
 const TRANSACTION_TYPE_INCOME = "Receita";
 const CONDITION_RECURRING = "Recorrente";
@@ -79,7 +78,6 @@ type DashboardCurrentPeriodOverview = {
 	installmentExpensesData: InstallmentExpensesData;
 	topEstablishmentsData: TopEstablishmentsData;
 	topExpensesAll: TopExpensesData;
-	topExpensesCardOnly: TopExpensesData;
 	purchasesByCategoryData: PurchasesByCategoryData;
 };
 
@@ -99,7 +97,6 @@ const emptyOverview = (): DashboardCurrentPeriodOverview => ({
 	installmentExpensesData: { expenses: [] },
 	topEstablishmentsData: { establishments: [] },
 	topExpensesAll: { expenses: [] },
-	topExpensesCardOnly: { expenses: [] },
 	purchasesByCategoryData: {
 		categories: [],
 		transactionsByCategory: {},
@@ -190,6 +187,7 @@ const buildBillsSnapshot = (
 				: null,
 			isSettled: Boolean(row.isSettled),
 			accountId: row.accountId ?? null,
+			transactionType: row.transactionType,
 		}))
 		.sort((a, b) => {
 			if (a.isSettled !== b.isSettled) {
@@ -432,14 +430,12 @@ const mapTopExpense = (row: CurrentPeriodTransactionRow): TopExpense => ({
 
 const buildTopExpensesData = (
 	rows: CurrentPeriodTransactionRow[],
-	cardOnly: boolean,
 ): TopExpensesData => ({
 	expenses: rows
 		.filter(
 			(row) =>
 				row.transactionType === TRANSACTION_TYPE_EXPENSE &&
-				shouldIncludeWithoutAutoGenerated(row.note) &&
-				(!cardOnly || row.paymentMethod === PAYMENT_METHOD_CARD),
+				shouldIncludeWithoutAutoGenerated(row.note),
 		)
 		.sort((a, b) => toNumber(a.amount) - toNumber(b.amount))
 		.slice(0, 10)
@@ -617,8 +613,7 @@ export async function fetchDashboardCurrentPeriodOverview(
 		recurringExpensesData: buildRecurringExpensesData(rows),
 		installmentExpensesData: buildInstallmentExpensesData(rows),
 		topEstablishmentsData: buildTopEstablishmentsData(rows),
-		topExpensesAll: buildTopExpensesData(rows, false),
-		topExpensesCardOnly: buildTopExpensesData(rows, true),
+		topExpensesAll: buildTopExpensesData(rows),
 		purchasesByCategoryData: buildPurchasesByCategoryData(rows),
 	};
 }

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

@@ -69,8 +69,8 @@ export type WidgetConfig = {
 export const widgetsConfig: WidgetConfig[] = [
 	{
 		id: "my-accounts",
-		title: "Minhas Contas",
-		subtitle: "Saldo consolidado disponível",
+		title: "Minhas contas",
+		subtitle: "Saldo atualizado das contas ativas",
 		icon: <RiBarChartBoxLine className="size-4" />,
 		component: ({
 			data,
@@ -114,7 +114,7 @@ export const widgetsConfig: WidgetConfig[] = [
 	},
 	{
 		id: "payment-status",
-		title: "Status de Pagamento",
+		title: "Status de pagamento",
 		subtitle: "Valores confirmados e pendentes",
 		icon: <RiWallet3Line className="size-4" />,
 		component: ({ data }) => (
@@ -144,8 +144,8 @@ export const widgetsConfig: WidgetConfig[] = [
 	},
 	{
 		id: "income-expense-balance",
-		title: "Receita, Despesa e Balanço",
-		subtitle: "Últimos 6 meses",
+		title: "Receita, despesa e balanço",
+		subtitle: "Últimos 6 meses até o período selecionado",
 		icon: <RiLineChartLine className="size-4" />,
 		component: ({ data }) => (
 			<IncomeExpenseBalanceWidget data={data.incomeExpenseBalanceData} />
@@ -153,8 +153,8 @@ export const widgetsConfig: WidgetConfig[] = [
 	},
 	{
 		id: "goals-progress",
-		title: "Progresso de Orçamentos",
-		subtitle: "Orçamentos por categoria no período",
+		title: "Progresso de orçamentos",
+		subtitle: "Categorias mais próximas do limite",
 		icon: <RiExchangeLine className="size-4" />,
 		component: ({ data }) => (
 			<GoalsProgressWidget data={data.goalsProgressData} />
@@ -171,7 +171,7 @@ export const widgetsConfig: WidgetConfig[] = [
 	},
 	{
 		id: "category-trends",
-		title: "Tendências de Categorias",
+		title: "Tendências de categorias",
 		subtitle: "Top 10 maiores variações vs. mês anterior",
 		icon: <RiLineChartLine className="size-4" />,
 		component: ({ data }) => (
@@ -182,21 +182,20 @@ export const widgetsConfig: WidgetConfig[] = [
 	},
 	{
 		id: "spending-overview",
-		title: "Panorama de Gastos",
+		title: "Panorama de gastos",
 		subtitle: "Principais despesas e frequência por local",
 		icon: <RiArrowUpDoubleLine className="size-4" />,
 		component: ({ data }) => (
 			<SpendingOverviewWidget
 				topExpensesAll={data.topExpensesAll}
-				topExpensesCardOnly={data.topExpensesCardOnly}
 				topEstablishmentsData={data.topEstablishmentsData}
 			/>
 		),
 	},
 	{
 		id: "payment-overview",
-		title: "Comportamento de Pagamento",
-		subtitle: "Despesas por condição e forma de pagamento",
+		title: "Distribuição de despesas",
+		subtitle: "Por condição e forma de pagamento",
 		icon: <RiWallet3Line className="size-4" />,
 		component: ({ data, period, adminPayerSlug }) => (
 			<PaymentOverviewWidget
@@ -209,8 +208,8 @@ export const widgetsConfig: WidgetConfig[] = [
 	},
 	{
 		id: "expenses-by-category",
-		title: "Categorias por Despesas",
-		subtitle: "Distribuição de despesas por categoria",
+		title: "Despesas por categoria",
+		subtitle: "Maiores despesas por categoria",
 		icon: <RiPieChartLine className="size-4" />,
 		component: ({ data, period }) => (
 			<ExpensesByCategoryWidgetWithChart
@@ -221,8 +220,8 @@ export const widgetsConfig: WidgetConfig[] = [
 	},
 	{
 		id: "income-by-category",
-		title: "Categorias por Receitas",
-		subtitle: "Distribuição de receitas por categoria",
+		title: "Receitas por categoria",
+		subtitle: "Maiores receitas por categoria",
 		icon: <RiPieChartLine className="size-4" />,
 		component: ({ data, period }) => (
 			<IncomeByCategoryWidgetWithChart
@@ -233,8 +232,8 @@ export const widgetsConfig: WidgetConfig[] = [
 	},
 	{
 		id: "purchases-by-category",
-		title: "Lançamentos por Categorias",
-		subtitle: "Distribuição de lançamentos por categoria",
+		title: "Lançamentos por categoria",
+		subtitle: "Lançamentos recentes da categoria selecionada",
 		icon: <RiStore3Line className="size-4" />,
 		component: ({ data }) => (
 			<PurchasesByCategoryWidget data={data.purchasesByCategoryData} />
@@ -242,8 +241,8 @@ export const widgetsConfig: WidgetConfig[] = [
 	},
 	{
 		id: "recurring-expenses",
-		title: "Lançamentos Recorrentes",
-		subtitle: "Despesas recorrentes do período",
+		title: "Despesas recorrentes",
+		subtitle: "Despesas recorrentes deste mês",
 		icon: <RiRefreshLine className="size-4" />,
 		component: ({ data }) => (
 			<RecurringExpensesWidget data={data.recurringExpensesData} />
@@ -251,8 +250,8 @@ export const widgetsConfig: WidgetConfig[] = [
 	},
 	{
 		id: "installment-expenses",
-		title: "Lançamentos Parcelados",
-		subtitle: "Acompanhe as parcelas abertas",
+		title: "Despesas parceladas",
+		subtitle: "Parcelamentos mais próximos da quitação",
 		icon: <RiNumbersLine className="size-4" />,
 		component: ({ data }) => (
 			<InstallmentExpensesWidget data={data.installmentExpensesData} />
@@ -261,7 +260,7 @@ export const widgetsConfig: WidgetConfig[] = [
 	{
 		id: "pagadores",
 		title: "Pessoas",
-		subtitle: "Despesas por pessoa no período",
+		subtitle: "Maiores despesas por pessoa no período",
 		icon: <RiGroupLine className="size-4" />,
 		component: ({ data }) => (
 			<PayersWidget payers={data.pagadoresSnapshot.payers} />
@@ -279,7 +278,7 @@ export const widgetsConfig: WidgetConfig[] = [
 	{
 		id: "notes",
 		title: "Anotações",
-		subtitle: "Últimas anotações ativas",
+		subtitle: "Anotações ativas adicionadas recentemente",
 		icon: <RiTodoLine className="size-4" />,
 		component: ({ data }) => <NotesWidget notes={data.notesData} />,
 		action: (

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

@@ -206,7 +206,7 @@ export const InboxCard = memo(function InboxCard({
 						onClick={() => onProcess?.(item)}
 					>
 						<RiCheckLine className="mr-1.5 size-4" />
-						Processar
+						Lançar
 					</Button>
 					<Button
 						size="icon-sm"

src/features/inbox/components/inbox-details-dialog.tsx

@@ -129,7 +129,7 @@ export function InboxDetailsDialog({
 								onProcess(item);
 							}}
 						>
-							Processar
+							Lançar
 						</Button>
 					)}
 				</DialogFooter>

src/features/invoices/components/invoice-summary-card.tsx

@@ -240,13 +240,13 @@ export function InvoiceSummaryCard({
 					</div>
 
 					{/* Linha 2 — valor da fatura (hero) */}
-					<div className="space-y-4">
+					<div className="space-y-3">
 						<p className="text-sm text-muted-foreground">Valor da fatura</p>
 						<div className="flex items-center gap-2">
 							<MoneyValues
 								amount={Math.abs(totalAmount)}
 								className={cn(
-									"text-3xl tracking-tighter font-semibold",
+									"text-3xl leading-none tracking-tighter sm:text-2xl",
 									isPaid ? "text-success" : "text-foreground",
 								)}
 							/>
@@ -259,7 +259,7 @@ export function InvoiceSummaryCard({
 										type="button"
 										variant="ghost"
 										size="icon-sm"
-										className="text-muted-foreground hover:text-foreground"
+										className="text-primary hover:text-primary"
 										aria-label="Ajustar fatura"
 									>
 										<RiEqualizerLine className="size-4" />

src/features/payers/components/details/payer-payment-method-cards.tsx

@@ -30,7 +30,7 @@ export function PayerBoletoCard({ items }: PayerBoletoCardProps) {
 				<WidgetEmptyState
 					icon={<RiBarcodeLine className="size-6 text-muted-foreground" />}
 					title="Nenhum boleto cadastrado para o período"
-					description="Quando houver despesas registradas com boleto, elas aparecerão aqui."
+					description="Quando houver lançamentos registrados com boleto, eles aparecerão aqui."
 				/>
 			</CardContent>
 		);

src/features/settings/actions.ts

@@ -68,6 +68,7 @@ const updatePreferencesSchema = z.object({
 	statementNoteAsColumn: z.boolean(),
 	transactionsColumnOrder: z.array(z.string()).nullable(),
 	attachmentMaxSizeMb: z.number().int().min(1).max(100),
+	showTransactionSummary: z.boolean(),
 });
 
 type ResettableUser = {
@@ -582,6 +583,7 @@ export async function updatePreferencesAction(
 					statementNoteAsColumn: validated.statementNoteAsColumn,
 					transactionsColumnOrder: validated.transactionsColumnOrder,
 					attachmentMaxSizeMb: validated.attachmentMaxSizeMb,
+					showTransactionSummary: validated.showTransactionSummary,
 					updatedAt: new Date(),
 				})
 				.where(eq(schema.userPreferences.userId, session.user.id));
@@ -592,6 +594,7 @@ export async function updatePreferencesAction(
 				statementNoteAsColumn: validated.statementNoteAsColumn,
 				transactionsColumnOrder: validated.transactionsColumnOrder,
 				attachmentMaxSizeMb: validated.attachmentMaxSizeMb,
+				showTransactionSummary: validated.showTransactionSummary,
 			});
 		}
 

src/features/settings/components/preferences-form.tsx

@@ -42,6 +42,7 @@ interface PreferencesFormProps {
 	statementNoteAsColumn: boolean;
 	transactionsColumnOrder: string[] | null;
 	attachmentMaxSizeMb: number;
+	showTransactionSummary: boolean;
 }
 
 function SortableColumnItem({ id }: { id: string }) {
@@ -85,6 +86,7 @@ export function PreferencesForm({
 	statementNoteAsColumn: initialExtratoNoteAsColumn,
 	transactionsColumnOrder: initialColumnOrder,
 	attachmentMaxSizeMb: initialAttachmentMaxSizeMb,
+	showTransactionSummary: initialShowTransactionSummary,
 }: PreferencesFormProps) {
 	const router = useRouter();
 	const [isPending, startTransition] = useTransition();
@@ -104,6 +106,9 @@ export function PreferencesForm({
 				? initialAttachmentMaxSizeMb
 				: 50) as AttachmentSizeOption,
 		);
+	const [showTransactionSummary, setShowTransactionSummary] = useState(
+		initialShowTransactionSummary,
+	);
 
 	const sensors = useSensors(
 		useSensor(PointerSensor, { activationConstraint: { distance: 8 } }),
@@ -129,6 +134,7 @@ export function PreferencesForm({
 				statementNoteAsColumn,
 				transactionsColumnOrder: columnOrder,
 				attachmentMaxSizeMb,
+				showTransactionSummary,
 			});
 
 			if (result.success) {
@@ -172,6 +178,26 @@ export function PreferencesForm({
 
 				<Separator />
 
+				<section className="flex items-center justify-between max-w-md">
+					<div className="space-y-2">
+						<Label htmlFor="show-transaction-summary" className="text-sm">
+							Resumo da operação
+						</Label>
+						<p className="text-sm text-muted-foreground">
+							Exibe um resumo dos dados preenchidos no final do modal de
+							lançamento.
+						</p>
+					</div>
+					<Switch
+						id="show-transaction-summary"
+						checked={showTransactionSummary}
+						onCheckedChange={setShowTransactionSummary}
+						disabled={isPending}
+					/>
+				</section>
+
+				<Separator />
+
 				<section className="space-y-2 max-w-md">
 					<Label className="text-sm">Ordem das colunas</Label>
 					<p className="text-sm text-muted-foreground">

src/features/settings/queries.ts

@@ -6,6 +6,7 @@ interface UserPreferences {
 	statementNoteAsColumn: boolean;
 	transactionsColumnOrder: string[] | null;
 	attachmentMaxSizeMb: number;
+	showTransactionSummary: boolean;
 }
 
 interface ApiToken {
@@ -34,6 +35,7 @@ export async function fetchUserPreferences(
 			statementNoteAsColumn: schema.userPreferences.statementNoteAsColumn,
 			transactionsColumnOrder: schema.userPreferences.transactionsColumnOrder,
 			attachmentMaxSizeMb: schema.userPreferences.attachmentMaxSizeMb,
+			showTransactionSummary: schema.userPreferences.showTransactionSummary,
 		})
 		.from(schema.userPreferences)
 		.where(eq(schema.userPreferences.userId, userId))

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

@@ -608,7 +608,12 @@ export async function toggleTransactionSettlementAction(
 		const data = toggleSettlementSchema.parse(input);
 
 		const existing = await db.query.transactions.findFirst({
-			columns: { id: true, paymentMethod: true, accountId: true },
+			columns: {
+				id: true,
+				paymentMethod: true,
+				accountId: true,
+				transactionType: true,
+			},
 			where: and(
 				eq(transactions.id, data.id),
 				eq(transactions.userId, user.id),
@@ -627,6 +632,7 @@ export async function toggleTransactionSettlementAction(
 		}
 
 		const isBoleto = existing.paymentMethod === "Boleto";
+		const isIncomeBill = isBoleto && existing.transactionType === "Receita";
 		const customPaymentDate =
 			isBoleto && data.value && data.paymentDate
 				? parseLocalDateString(data.paymentDate)
@@ -652,7 +658,7 @@ export async function toggleTransactionSettlementAction(
 			if (!paymentAccount) {
 				return {
 					success: false,
-					error: "Conta de pagamento não encontrada.",
+					error: `Conta de ${isIncomeBill ? "recebimento" : "pagamento"} não encontrada.`,
 				};
 			}
 		}
@@ -682,8 +688,8 @@ export async function toggleTransactionSettlementAction(
 		return {
 			success: true,
 			message: data.value
-				? "Lançamento marcado como pago."
-				: "Pagamento desfeito com sucesso.",
+				? `Lançamento marcado como ${isIncomeBill ? "recebido" : "pago"}.`
+				: `${isIncomeBill ? "Recebimento" : "Pagamento"} desfeito com sucesso.`,
 		};
 	} catch (error) {
 		return handleActionError(error);

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

@@ -17,6 +17,7 @@ import {
 	buildTransactionInitialState,
 	deriveCreditCardPeriod,
 } from "@/features/transactions/lib/form-helpers";
+import { useAppPreferences } from "@/shared/components/providers/app-preferences-provider";
 import { Button } from "@/shared/components/ui/button";
 import {
 	Collapsible,
@@ -104,6 +105,7 @@ export function TransactionDialog({
 	const [pendingUploadFiles, setPendingUploadFiles] = useState<File[]>([]);
 	const [extrasOpen, setExtrasOpen] = useState(false);
 	const scrollContainerRef = useRef<HTMLDivElement>(null);
+	const { showTransactionSummary } = useAppPreferences();
 
 	useEffect(() => {
 		if (dialogOpen) {
@@ -730,15 +732,17 @@ export function TransactionDialog({
 							</Collapsible>
 						)}
 
-						<div className="mt-3">
-							<TransactionSummaryCard
-								formState={formState}
-								payerOptions={payerOptions}
-								accountOptions={accountOptions}
-								cardOptions={cardOptions}
-								categoryOptions={categoryOptions}
-							/>
-						</div>
+						{showTransactionSummary ? (
+							<div className="mt-3">
+								<TransactionSummaryCard
+									formState={formState}
+									payerOptions={payerOptions}
+									accountOptions={accountOptions}
+									cardOptions={cardOptions}
+									categoryOptions={categoryOptions}
+								/>
+							</div>
+						) : null}
 					</div>
 
 					{errorMessage ? (

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

@@ -34,6 +34,7 @@ import {
 	parseDateFilterParam,
 	parsePositiveAmount,
 } from "@/features/transactions/lib/page-helpers";
+import { Badge } from "@/shared/components/ui/badge";
 import { Button } from "@/shared/components/ui/button";
 import { Checkbox } from "@/shared/components/ui/checkbox";
 import {
@@ -54,6 +55,11 @@ import {
 	DrawerTitle,
 	DrawerTrigger,
 } from "@/shared/components/ui/drawer";
+import {
+	HoverCard,
+	HoverCardContent,
+	HoverCardTrigger,
+} from "@/shared/components/ui/hover-card";
 import { Input } from "@/shared/components/ui/input";
 import {
 	Popover,
@@ -73,6 +79,8 @@ import {
 	ToggleGroup,
 	ToggleGroupItem,
 } from "@/shared/components/ui/toggle-group";
+import { formatCurrency } from "@/shared/utils/currency";
+import { formatDateOnly } from "@/shared/utils/date";
 import { slugify } from "@/shared/utils/string";
 import { cn } from "@/shared/utils/ui";
 import {
@@ -90,6 +98,36 @@ import type {
 
 const FILTER_EMPTY_VALUE = "__all";
 
+type ActiveFilterChipProps = {
+	label: string;
+	onRemove: () => void;
+	disabled?: boolean;
+};
+
+function ActiveFilterChip({
+	label,
+	onRemove,
+	disabled,
+}: ActiveFilterChipProps) {
+	return (
+		<Badge
+			variant="secondary"
+			className="gap-1 border border-border/70 bg-secondary/70 py-1 pr-1 pl-2.5 font-normal text-secondary-foreground"
+		>
+			<span>{label}</span>
+			<button
+				type="button"
+				onClick={onRemove}
+				disabled={disabled}
+				className="rounded-full p-0.5 text-muted-foreground transition-colors hover:bg-background/80 hover:text-foreground focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring disabled:pointer-events-none disabled:opacity-50"
+				aria-label={`Remover filtro ${label}`}
+			>
+				<RiCloseLine className="size-3" aria-hidden />
+			</button>
+		</Badge>
+	);
+}
+
 const normalizeAmountParam = (raw: string): string | null => {
 	const parsed = parsePositiveAmount(raw.trim());
 	return parsed === null ? null : parsed.toString();
@@ -601,6 +639,140 @@ export function TransactionsFilters({
 		});
 	};
 
+	const handleRemoveParams = (keys: string[]) => {
+		const nextParams = new URLSearchParams(searchParams.toString());
+		for (const key of keys) {
+			nextParams.delete(key);
+		}
+		nextParams.delete("page");
+
+		if (keys.includes(AMOUNT_MIN_PARAM)) {
+			setValorMinValue("");
+		}
+		if (keys.includes(AMOUNT_MAX_PARAM)) {
+			setValorMaxValue("");
+		}
+
+		startTransition(() => {
+			const target = nextParams.toString()
+				? `${pathname}?${nextParams.toString()}`
+				: pathname;
+			router.replace(target, { scroll: false });
+		});
+	};
+
+	const handleRemoveMultiValue = (key: string, value: string) => {
+		handleMultiFilterChange(
+			key,
+			getParamValues(key).filter((currentValue) => currentValue !== value),
+		);
+	};
+
+	const activeFilterChips: Array<{
+		key: string;
+		label: string;
+		onRemove: () => void;
+	}> = [];
+
+	const typeValue = searchParams.get("type");
+	if (typeValue) {
+		const label =
+			TRANSACTION_TYPES.find((value) => slugify(value) === typeValue) ??
+			typeValue;
+		activeFilterChips.push({
+			key: `type-${typeValue}`,
+			label: `Tipo: ${label}`,
+			onRemove: () => handleRemoveParams(["type"]),
+		});
+	}
+
+	const addMultiValueChips = (
+		param: string,
+		prefix: string,
+		options: MultiOption[],
+	) => {
+		const labels = new Map(
+			options.map((option) => [option.value, option.label]),
+		);
+		for (const value of getParamValues(param)) {
+			activeFilterChips.push({
+				key: `${param}-${value}`,
+				label: `${prefix}: ${labels.get(value) ?? value}`,
+				onRemove: () => handleRemoveMultiValue(param, value),
+			});
+		}
+	};
+
+	addMultiValueChips("condition", "Condição", conditionOptions);
+	addMultiValueChips("payment", "Pagamento", paymentOptions);
+	addMultiValueChips("payer", "Pessoa", payerMultiOptions);
+	addMultiValueChips("category", "Categoria", categoryMultiOptions);
+	addMultiValueChips("accountCard", "Conta/cartão", accountCardMultiOptions);
+
+	const settledValue = searchParams.get("settled");
+	if (settledValue) {
+		activeFilterChips.push({
+			key: `settled-${settledValue}`,
+			label:
+				settledValue === SETTLED_FILTER_VALUES.PAID
+					? "Status: Pago"
+					: "Status: Não pago",
+			onRemove: () => handleRemoveParams(["settled"]),
+		});
+	}
+
+	if (searchParams.get("hasAttachment") === "true") {
+		activeFilterChips.push({
+			key: "has-attachment",
+			label: "Com anexo",
+			onRemove: () => handleRemoveParams(["hasAttachment"]),
+		});
+	}
+
+	if (searchParams.get("isDivided") === "true") {
+		activeFilterChips.push({
+			key: "is-divided",
+			label: "Somente divididos",
+			onRemove: () => handleRemoveParams(["isDivided"]),
+		});
+	}
+
+	if (hasAmountFilter) {
+		const minValue = parsePositiveAmount(
+			searchParams.get(AMOUNT_MIN_PARAM) ?? "",
+		);
+		const maxValue = parsePositiveAmount(
+			searchParams.get(AMOUNT_MAX_PARAM) ?? "",
+		);
+		const label =
+			minValue !== null && maxValue !== null
+				? `Valor: ${formatCurrency(minValue)} até ${formatCurrency(maxValue)}`
+				: minValue !== null
+					? `Valor: a partir de ${formatCurrency(minValue)}`
+					: `Valor: até ${formatCurrency(maxValue ?? 0)}`;
+		activeFilterChips.push({
+			key: "amount-range",
+			label,
+			onRemove: () => handleRemoveParams([AMOUNT_MIN_PARAM, AMOUNT_MAX_PARAM]),
+		});
+	}
+
+	if (hasDateRangeFilter) {
+		const startValue = formatDateOnly(searchParams.get(DATE_START_PARAM));
+		const endValue = formatDateOnly(searchParams.get(DATE_END_PARAM));
+		const label =
+			startValue && endValue
+				? `Datas: ${startValue} até ${endValue}`
+				: startValue
+					? `Datas: a partir de ${startValue}`
+					: `Datas: até ${endValue}`;
+		activeFilterChips.push({
+			key: "date-range",
+			label,
+			onRemove: () => handleRemoveParams([DATE_START_PARAM, DATE_END_PARAM]),
+		});
+	}
+
 	return (
 		<div
 			aria-busy={isPending}
@@ -640,366 +812,401 @@ export function TransactionsFilters({
 				)}
 
 				{!hideAdvancedFilters && (
-					<Drawer
-						direction="right"
-						open={drawerOpen}
-						onOpenChange={setDrawerOpen}
-					>
-						<DrawerTrigger asChild>
-							<Button
-								variant="outline"
-								className="flex-1 md:flex-none text-sm border-dashed relative bg-transparent"
-								aria-label={isPending ? "Aplicando filtros" : "Abrir filtros"}
-							>
-								{isPending ? (
-									<Spinner className="size-4" role="presentation" aria-hidden />
-								) : (
-									<RiFilterLine className="size-4" aria-hidden />
-								)}
-								{isPending ? "Aplicando..." : "Filtros"}
-								{hasActiveFilters && (
-									<span
-										className="absolute -top-1 -right-1 size-3 rounded-full bg-primary"
-										aria-hidden
-									/>
-								)}
-							</Button>
-						</DrawerTrigger>
-						{hasActiveFilters && (
-							<Button
-								type="button"
-								variant="ghost"
-								size="sm"
-								onClick={handleReset}
-								disabled={isPending}
-								aria-label="Limpar filtros"
-								className="text-xs text-muted-foreground hover:text-foreground h-9 px-2"
-							>
-								<RiCloseLine className="size-3.5" aria-hidden />
-								Limpar
-							</Button>
-						)}
-						<DrawerContent>
-							<DrawerHeader>
-								<DrawerTitle>Filtros</DrawerTitle>
-								<DrawerDescription>
-									Selecione os filtros desejados para refinar os lançamentos
-								</DrawerDescription>
-							</DrawerHeader>
-
-							<div className="flex-1 overflow-y-auto px-4 space-y-4">
-								<div>
-									<div className="grid gap-3 sm:grid-cols-2">
-										<div className="space-y-1.5">
-											<label className="text-xs font-medium text-muted-foreground">
-												Tipo de lançamento
-											</label>
-											<FilterSelect
-												param="type"
-												placeholder="Todos"
-												options={TRANSACTION_TYPES.map((v) => ({
-													value: slugify(v),
-													label: v,
-												}))}
-												widthClass="w-full border-dashed"
-												disabled={isPending}
-												getParamValue={getParamValue}
-												onChange={handleFilterChange}
-												renderContent={(label) => (
-													<TransactionTypeSelectContent label={label} />
-												)}
-											/>
-										</div>
-
-										<div className="space-y-1.5">
-											<label className="text-xs font-medium text-muted-foreground">
-												Condição de pagamento
-											</label>
-											<MultiSelectFilter
-												placeholder="Todas"
-												options={conditionOptions}
-												selected={getParamValues("condition")}
-												onChange={(values) =>
-													handleMultiFilterChange("condition", values)
-												}
-												disabled={isPending}
-											/>
-										</div>
-
-										<div className="space-y-1.5">
-											<label className="text-xs font-medium text-muted-foreground">
-												Forma de pagamento
-											</label>
-											<MultiSelectFilter
-												placeholder="Todas"
-												options={paymentOptions}
-												selected={getParamValues("payment")}
-												onChange={(values) =>
-													handleMultiFilterChange("payment", values)
-												}
-												disabled={isPending}
-											/>
-										</div>
-
-										<div className="space-y-1.5">
-											<label className="text-xs font-medium text-muted-foreground">
-												Pessoa
-											</label>
-											<MultiSelectFilter
-												placeholder="Todas"
-												options={payerMultiOptions}
-												selected={getParamValues("payer")}
-												onChange={(values) =>
-													handleMultiFilterChange("payer", values)
-												}
-												disabled={isPending}
-												searchable
-												searchPlaceholder="Buscar pessoa..."
-											/>
-										</div>
-
-										<div className="space-y-1.5">
-											<label className="text-xs font-medium text-muted-foreground">
-												Categoria
-											</label>
-											<MultiSelectFilter
-												placeholder="Todas"
-												options={categoryMultiOptions}
-												selected={getParamValues("category")}
-												onChange={(values) =>
-													handleMultiFilterChange("category", values)
-												}
-												disabled={isPending}
-												searchable
-												searchPlaceholder="Buscar categoria..."
-												groupOrder={["Despesas", "Receitas", "Outras"]}
-											/>
-										</div>
-
-										<div className="space-y-1.5">
-											<label className="text-xs font-medium text-muted-foreground">
-												Conta/Cartão
-											</label>
-											<MultiSelectFilter
-												placeholder="Todos"
-												options={accountCardMultiOptions}
-												selected={getParamValues("accountCard")}
-												onChange={(values) =>
-													handleMultiFilterChange("accountCard", values)
-												}
-												disabled={isPending}
-												searchable
-												searchPlaceholder="Buscar conta ou cartão..."
-												groupOrder={["Contas", "Cartões"]}
-											/>
-										</div>
-									</div>
-								</div>
-
-								<Separator />
-
-								<div className="space-y-3">
-									<div className="space-y-2">
-										<div className="flex items-center justify-between gap-2">
-											<label className="text-xs font-medium text-muted-foreground">
-												Intervalo de datas
-											</label>
-											{hasDateRangeFilter ? (
-												<button
-													type="button"
-													onClick={handleResetDateRange}
-													disabled={isPending}
-													className="text-xs text-muted-foreground underline-offset-2 hover:text-foreground hover:underline disabled:pointer-events-none disabled:opacity-50"
-												>
-													Limpar período
-												</button>
-											) : null}
-										</div>
-										<div className="grid gap-2 sm:grid-cols-[1fr_auto_1fr] sm:items-center">
-											<DatePicker
-												value={searchParams.get(DATE_START_PARAM) ?? ""}
-												onChange={(value) =>
-													handleDateFilterChange(DATE_START_PARAM, value)
-												}
-												placeholder="Data inicial"
-												disabled={isPending}
-												inputClassName="border-dashed"
-												compact
-											/>
-											<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,
-											);
-										}}
+					<HoverCard openDelay={200} closeDelay={200}>
+						<Drawer
+							direction="right"
+							open={drawerOpen}
+							onOpenChange={setDrawerOpen}
+						>
+							<HoverCardTrigger asChild>
+								<DrawerTrigger asChild>
+									<Button
 										variant="outline"
-										size="sm"
-										className="grid w-full grid-cols-3 rounded-md bg-muted/30 p-0.5"
-										aria-label="Status de pagamento"
+										className="flex-1 md:flex-none text-sm border-dashed relative bg-transparent"
+										aria-label={
+											isPending ? "Aplicando filtros" : "Abrir filtros"
+										}
 									>
-										<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">
-									<label
-										htmlFor="filter-has-attachment"
-										className="text-sm font-medium cursor-pointer"
-									>
-										Com anexo
-									</label>
-									<Switch
-										id="filter-has-attachment"
-										checked={searchParams.get("hasAttachment") === "true"}
-										disabled={isPending}
-										onCheckedChange={(checked) => {
-											handleFilterChange(
-												"hasAttachment",
-												checked ? "true" : null,
-											);
-										}}
-									/>
-								</div>
-
-								<div className="flex items-center justify-between">
-									<label
-										htmlFor="filter-is-divided"
-										className="text-sm font-medium cursor-pointer"
-									>
-										Somente divididos
-									</label>
-									<Switch
-										id="filter-is-divided"
-										checked={searchParams.get("isDivided") === "true"}
-										disabled={isPending}
-										onCheckedChange={(checked) => {
-											handleFilterChange("isDivided", checked ? "true" : null);
-										}}
-									/>
-								</div>
-							</div>
-
-							<DrawerFooter>
-								<div className="flex items-center justify-between gap-3 rounded-md border border-dashed px-3 py-2">
-									<div className="flex min-w-0 flex-col gap-0.5">
-										<span
-											className="text-xs text-muted-foreground"
-											aria-live="polite"
-										>
-											{hasActiveFilters
-												? `${activeFilterCount} ${
-														activeFilterCount === 1
-															? "filtro ativo"
-															: "filtros ativos"
-													}`
-												: "Nenhum filtro ativo"}
-										</span>
 										{isPending ? (
+											<Spinner
+												className="size-4"
+												role="presentation"
+												aria-hidden
+											/>
+										) : (
+											<RiFilterLine className="size-4" aria-hidden />
+										)}
+										{isPending ? "Aplicando..." : "Filtros"}
+										{hasActiveFilters && (
 											<span
-												className="inline-flex items-center gap-1.5 text-xs text-muted-foreground"
-												role="status"
-											>
-												<Spinner
-													className="size-3"
-													role="presentation"
-													aria-hidden
-												/>
-												Aplicando filtros...
-											</span>
-										) : null}
+												className="absolute -top-1 -right-1 size-3 rounded-full bg-primary"
+												aria-hidden
+											/>
+										)}
+									</Button>
+								</DrawerTrigger>
+							</HoverCardTrigger>
+							{activeFilterChips.length > 0 ? (
+								<HoverCardContent
+									align="end"
+									className="w-80 space-y-3"
+									aria-label="Filtros ativos"
+								>
+									<div className="space-y-0.5">
+										<p className="text-sm font-medium">Filtros ativos</p>
+										<p className="text-xs text-muted-foreground">
+											Remova rapidamente o que não precisa mais.
+										</p>
+									</div>
+									<div className="flex flex-wrap gap-1.5">
+										{activeFilterChips.map((chip) => (
+											<ActiveFilterChip
+												key={chip.key}
+												label={chip.label}
+												onRemove={chip.onRemove}
+												disabled={isPending}
+											/>
+										))}
 									</div>
 									<Button
 										type="button"
 										variant="ghost"
 										size="sm"
-										onClick={handleResetFilters}
-										disabled={isPending || !hasActiveFilters}
+										onClick={handleReset}
+										disabled={isPending}
 										className="h-7 px-2 text-xs text-muted-foreground hover:text-foreground"
 									>
-										Limpar
+										Limpar filtros
 									</Button>
+								</HoverCardContent>
+							) : null}
+							<DrawerContent>
+								<DrawerHeader>
+									<DrawerTitle>Filtros</DrawerTitle>
+									<DrawerDescription>
+										Selecione os filtros desejados para refinar os lançamentos
+									</DrawerDescription>
+								</DrawerHeader>
+
+								<div className="flex-1 overflow-y-auto px-4 space-y-4">
+									<div>
+										<div className="grid gap-3 sm:grid-cols-2">
+											<div className="space-y-1.5">
+												<label className="text-xs font-medium text-muted-foreground">
+													Tipo de lançamento
+												</label>
+												<FilterSelect
+													param="type"
+													placeholder="Todos"
+													options={TRANSACTION_TYPES.map((v) => ({
+														value: slugify(v),
+														label: v,
+													}))}
+													widthClass="w-full border-dashed"
+													disabled={isPending}
+													getParamValue={getParamValue}
+													onChange={handleFilterChange}
+													renderContent={(label) => (
+														<TransactionTypeSelectContent label={label} />
+													)}
+												/>
+											</div>
+
+											<div className="space-y-1.5">
+												<label className="text-xs font-medium text-muted-foreground">
+													Condição de pagamento
+												</label>
+												<MultiSelectFilter
+													placeholder="Todas"
+													options={conditionOptions}
+													selected={getParamValues("condition")}
+													onChange={(values) =>
+														handleMultiFilterChange("condition", values)
+													}
+													disabled={isPending}
+												/>
+											</div>
+
+											<div className="space-y-1.5">
+												<label className="text-xs font-medium text-muted-foreground">
+													Forma de pagamento
+												</label>
+												<MultiSelectFilter
+													placeholder="Todas"
+													options={paymentOptions}
+													selected={getParamValues("payment")}
+													onChange={(values) =>
+														handleMultiFilterChange("payment", values)
+													}
+													disabled={isPending}
+												/>
+											</div>
+
+											<div className="space-y-1.5">
+												<label className="text-xs font-medium text-muted-foreground">
+													Pessoa
+												</label>
+												<MultiSelectFilter
+													placeholder="Todas"
+													options={payerMultiOptions}
+													selected={getParamValues("payer")}
+													onChange={(values) =>
+														handleMultiFilterChange("payer", values)
+													}
+													disabled={isPending}
+													searchable
+													searchPlaceholder="Buscar pessoa..."
+												/>
+											</div>
+
+											<div className="space-y-1.5">
+												<label className="text-xs font-medium text-muted-foreground">
+													Categoria
+												</label>
+												<MultiSelectFilter
+													placeholder="Todas"
+													options={categoryMultiOptions}
+													selected={getParamValues("category")}
+													onChange={(values) =>
+														handleMultiFilterChange("category", values)
+													}
+													disabled={isPending}
+													searchable
+													searchPlaceholder="Buscar categoria..."
+													groupOrder={["Despesas", "Receitas", "Outras"]}
+												/>
+											</div>
+
+											<div className="space-y-1.5">
+												<label className="text-xs font-medium text-muted-foreground">
+													Conta/Cartão
+												</label>
+												<MultiSelectFilter
+													placeholder="Todos"
+													options={accountCardMultiOptions}
+													selected={getParamValues("accountCard")}
+													onChange={(values) =>
+														handleMultiFilterChange("accountCard", values)
+													}
+													disabled={isPending}
+													searchable
+													searchPlaceholder="Buscar conta ou cartão..."
+													groupOrder={["Contas", "Cartões"]}
+												/>
+											</div>
+										</div>
+									</div>
+
+									<Separator />
+
+									<div className="space-y-3">
+										<div className="space-y-2">
+											<div className="flex items-center justify-between gap-2">
+												<label className="text-xs font-medium text-muted-foreground">
+													Intervalo de datas
+												</label>
+												{hasDateRangeFilter ? (
+													<button
+														type="button"
+														onClick={handleResetDateRange}
+														disabled={isPending}
+														className="text-xs text-muted-foreground underline-offset-2 hover:text-foreground hover:underline disabled:pointer-events-none disabled:opacity-50"
+													>
+														Limpar período
+													</button>
+												) : null}
+											</div>
+											<div className="grid gap-2 sm:grid-cols-[1fr_auto_1fr] sm:items-center">
+												<DatePicker
+													value={searchParams.get(DATE_START_PARAM) ?? ""}
+													onChange={(value) =>
+														handleDateFilterChange(DATE_START_PARAM, value)
+													}
+													placeholder="Data inicial"
+													disabled={isPending}
+													inputClassName="border-dashed"
+													compact
+												/>
+												<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">
+										<label
+											htmlFor="filter-has-attachment"
+											className="text-sm font-medium cursor-pointer"
+										>
+											Com anexo
+										</label>
+										<Switch
+											id="filter-has-attachment"
+											checked={searchParams.get("hasAttachment") === "true"}
+											disabled={isPending}
+											onCheckedChange={(checked) => {
+												handleFilterChange(
+													"hasAttachment",
+													checked ? "true" : null,
+												);
+											}}
+										/>
+									</div>
+
+									<div className="flex items-center justify-between">
+										<label
+											htmlFor="filter-is-divided"
+											className="text-sm font-medium cursor-pointer"
+										>
+											Somente divididos
+										</label>
+										<Switch
+											id="filter-is-divided"
+											checked={searchParams.get("isDivided") === "true"}
+											disabled={isPending}
+											onCheckedChange={(checked) => {
+												handleFilterChange(
+													"isDivided",
+													checked ? "true" : null,
+												);
+											}}
+										/>
+									</div>
 								</div>
-							</DrawerFooter>
-						</DrawerContent>
-					</Drawer>
+
+								<DrawerFooter>
+									<div className="flex items-center justify-between gap-3 rounded-md border border-dashed px-3 py-2">
+										<div className="flex min-w-0 flex-col gap-0.5">
+											<span
+												className="text-xs text-muted-foreground"
+												aria-live="polite"
+											>
+												{hasActiveFilters
+													? `${activeFilterCount} ${
+															activeFilterCount === 1
+																? "filtro ativo"
+																: "filtros ativos"
+														}`
+													: "Nenhum filtro ativo"}
+											</span>
+											{isPending ? (
+												<span
+													className="inline-flex items-center gap-1.5 text-xs text-muted-foreground"
+													role="status"
+												>
+													<Spinner
+														className="size-3"
+														role="presentation"
+														aria-hidden
+													/>
+													Aplicando filtros...
+												</span>
+											) : null}
+										</div>
+										<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>
+					</HoverCard>
 				)}
 			</div>
 		</div>

src/shared/components/month-picker/month-navigation.tsx

@@ -1,9 +1,22 @@
 "use client";
 
+import { RiArrowDropDownLine, RiCalendarLine } from "@remixicon/react";
 import { useRouter } from "next/navigation";
-import { useEffect, useTransition } from "react";
+import { useEffect, useRef, useState, useTransition } from "react";
+import { Button } from "@/shared/components/ui/button";
 import { Card } from "@/shared/components/ui/card";
-import { getNextPeriod, getPreviousPeriod } from "@/shared/utils/period";
+import { MonthPicker } from "@/shared/components/ui/month-picker";
+import {
+	Popover,
+	PopoverContent,
+	PopoverTrigger,
+} from "@/shared/components/ui/popover";
+import {
+	dateToPeriod,
+	getNextPeriod,
+	getPreviousPeriod,
+	periodToDate,
+} from "@/shared/utils/period";
 import LoadingSpinner from "./loading-spinner";
 import NavigationButton from "./nav-button";
 import ReturnButton from "./return-button";
@@ -15,6 +28,8 @@ export default function MonthNavigation() {
 
 	const router = useRouter();
 	const [isPending, startTransition] = useTransition();
+	const [isPickerOpen, setIsPickerOpen] = useState(false);
+	const closePickerTimeout = useRef<ReturnType<typeof setTimeout>>(null);
 
 	const currentMonthLabel = `${currentMonth.charAt(0).toUpperCase()}${currentMonth.slice(1)} ${currentYear}`;
 	const prevTarget = buildHref(getPreviousPeriod(period));
@@ -30,31 +45,88 @@ export default function MonthNavigation() {
 		}
 	}, [router, prevTarget, nextTarget, returnTarget, isDifferentFromCurrent]);
 
+	useEffect(() => {
+		return () => {
+			if (closePickerTimeout.current) {
+				clearTimeout(closePickerTimeout.current);
+			}
+		};
+	}, []);
+
 	const handleNavigate = (href: string) => {
+		setIsPickerOpen(false);
 		startTransition(() => {
 			router.replace(href, { scroll: false });
 		});
 	};
 
+	const handlePickerOpen = () => {
+		if (isPending) {
+			return;
+		}
+		if (closePickerTimeout.current) {
+			clearTimeout(closePickerTimeout.current);
+		}
+		setIsPickerOpen(true);
+	};
+
+	const handlePickerClose = () => {
+		closePickerTimeout.current = setTimeout(() => {
+			setIsPickerOpen(false);
+		}, 150);
+	};
+
+	const handleMonthSelect = (date: Date) => {
+		handleNavigate(buildHref(dateToPeriod(date)));
+	};
+
 	return (
-		<Card className="sticky top-18 z-10 flex w-full flex-row p-4 backdrop-blur-md supports-backdrop-filter:bg-card/60">
-			<div className="flex items-center gap-1">
+		<Card className="sticky top-18 z-10 flex w-full flex-row items-center justify-between gap-2 px-3 py-3 backdrop-blur-md supports-backdrop-filter:bg-card/60 sm:px-4">
+			<div className="flex min-w-0 items-center">
 				<NavigationButton
 					direction="left"
 					disabled={isPending}
 					onClick={() => handleNavigate(prevTarget)}
 				/>
 
-				<div className="flex items-center">
-					<div
-						className="mx-1 space-x-1 capitalize font-semibold"
-						aria-current={!isDifferentFromCurrent ? "date" : undefined}
-						aria-label={`Período selecionado: ${currentMonthLabel}`}
-					>
-						<span>{currentMonthLabel}</span>
-					</div>
-
-					{isPending && <LoadingSpinner />}
+				<div className="flex min-w-0 items-center">
+					<Popover open={isPickerOpen} onOpenChange={setIsPickerOpen}>
+						<PopoverTrigger asChild>
+							<Button
+								variant="ghost"
+								size="sm"
+								disabled={isPending}
+								onMouseEnter={handlePickerOpen}
+								onMouseLeave={handlePickerClose}
+								onFocus={handlePickerOpen}
+								className="min-w-0 gap-1 px-1.5 font-semibold"
+								aria-current={!isDifferentFromCurrent ? "date" : undefined}
+								aria-label={`Selecionar período. Período atual: ${currentMonthLabel}`}
+							>
+								{isPending ? (
+									<LoadingSpinner />
+								) : (
+									<RiCalendarLine className="size-4 text-primary" />
+								)}
+								<span className="truncate capitalize">{currentMonthLabel}</span>
+								<RiArrowDropDownLine
+									className="size-4 text-muted-foreground/50"
+									aria-hidden
+								/>
+							</Button>
+						</PopoverTrigger>
+						<PopoverContent
+							className="w-auto p-0"
+							align="start"
+							onMouseEnter={handlePickerOpen}
+							onMouseLeave={handlePickerClose}
+						>
+							<MonthPicker
+								selectedMonth={periodToDate(period)}
+								onMonthSelect={handleMonthSelect}
+							/>
+						</PopoverContent>
+					</Popover>
 				</div>
 
 				<NavigationButton

src/shared/components/month-picker/nav-button.tsx

@@ -1,6 +1,7 @@
 "use client";
 
 import { RiArrowLeftSLine, RiArrowRightSLine } from "@remixicon/react";
+import { Button } from "@/shared/components/ui/button";
 
 interface NavigationButtonProps {
 	direction: "left" | "right";
@@ -16,15 +17,17 @@ export default function NavigationButton({
 	const Icon = direction === "left" ? RiArrowLeftSLine : RiArrowRightSLine;
 
 	return (
-		<button
+		<Button
+			type="button"
+			variant="ghost"
+			size="icon-sm"
 			onClick={onClick}
-			className="text-card-foreground transition-all duration-200 cursor-pointer rounded-lg p-1 hover:bg-card-foreground/10 focus:outline-hidden focus:ring-2 focus:ring-card-foreground/30 disabled:cursor-not-allowed disabled:opacity-40 disabled:hover:bg-transparent"
 			disabled={disabled}
 			aria-label={`Navegar para o mês ${
 				direction === "left" ? "anterior" : "seguinte"
 			}`}
 		>
-			<Icon className="text-primary" size={18} />
-		</button>
+			<Icon className="size-5 text-primary" />
+		</Button>
 	);
 }

src/shared/components/month-picker/return-button.tsx

@@ -1,5 +1,6 @@
 "use client";
 
+import { RiCalendarLine } from "@remixicon/react";
 import { Button } from "@/shared/components/ui/button";
 
 interface ReturnButtonProps {
@@ -10,13 +11,16 @@ interface ReturnButtonProps {
 export default function ReturnButton({ disabled, onClick }: ReturnButtonProps) {
 	return (
 		<Button
-			className="w-max h-6 lowercase"
+			type="button"
+			variant="secondary"
+			className="w-max shrink-0"
 			size="sm"
 			disabled={disabled}
 			onClick={onClick}
 			aria-label="Retornar para o mês atual"
 		>
-			Mês Atual
+			<RiCalendarLine className="size-4" />
+			<span className="hidden sm:inline">Mês atual</span>
 		</Button>
 	);
 }

src/shared/components/navigation/navbar/app-navbar.tsx

@@ -3,6 +3,7 @@ import { NotificationBell } from "@/shared/components/navigation/navbar/notifica
 import { RefreshPageButton } from "@/shared/components/refresh-page-button";
 import type { DashboardNotificationsSnapshot } from "@/shared/lib/types/notifications";
 import { checkForUpdate } from "@/shared/lib/version/check-update";
+import type { NavbarFinanceLinks } from "./nav-items";
 import { NavMenu } from "./nav-menu";
 import { NavbarShell } from "./navbar-shell";
 import { NavbarUser } from "./navbar-user";
@@ -17,6 +18,7 @@ type AppNavbarProps = {
 	payerAvatarUrl: string | null;
 	inboxPendingCount?: number;
 	notificationsSnapshot: DashboardNotificationsSnapshot;
+	financeLinks: NavbarFinanceLinks;
 };
 
 export async function AppNavbar({
@@ -24,12 +26,13 @@ export async function AppNavbar({
 	payerAvatarUrl,
 	inboxPendingCount = 0,
 	notificationsSnapshot,
+	financeLinks,
 }: AppNavbarProps) {
 	const updateCheck = await checkForUpdate();
 
 	return (
 		<NavbarShell logoHref="/dashboard" fixed>
-			<NavMenu />
+			<NavMenu financeLinks={financeLinks} />
 			<div className="ml-auto flex items-center gap-2">
 				<NotificationBell
 					notifications={notificationsSnapshot.notifications}

src/shared/components/navigation/navbar/mobile-link.tsx

@@ -1,8 +1,12 @@
 "use client";
 
+import { RiBankCard2Line, RiBankLine } from "@remixicon/react";
 import { usePathname } from "next/navigation";
 import { Badge } from "@/shared/components/ui/badge";
+import { resolveLogoSrc } from "@/shared/lib/logo";
+import { formatCurrency } from "@/shared/utils/currency";
 import { cn } from "@/shared/utils/ui";
+import type { NavbarEntityLink, NavbarFinanceLinks } from "./nav-items";
 import { NavLink } from "./nav-link";
 
 type MobileLinkProps = {
@@ -74,3 +78,64 @@ export function MobileSectionLabel({ label }: { label: string }) {
 		</p>
 	);
 }
+
+export function MobileFinanceEntityLinks({
+	type,
+	items,
+	onClick,
+}: {
+	type: keyof NavbarFinanceLinks;
+	items: NavbarEntityLink[];
+	onClick: () => void;
+}) {
+	const pathname = usePathname();
+
+	return items.map((item) => {
+		const href =
+			type === "cards"
+				? `/cards/${item.id}/invoice`
+				: `/accounts/${item.id}/statement`;
+		const logoSrc = resolveLogoSrc(item.logo);
+		const isActive = pathname === href;
+		const fallbackIcon =
+			type === "cards" ? (
+				<RiBankCard2Line className="size-3.5" />
+			) : (
+				<RiBankLine className="size-3.5" />
+			);
+
+		return (
+			<NavLink
+				key={href}
+				href={href}
+				preservePeriod
+				onClick={onClick}
+				className={cn(
+					"flex items-center gap-2 rounded-md py-1.5 pr-3 pl-9 text-xs transition-colors",
+					isActive
+						? "bg-primary/10 text-primary font-medium"
+						: "text-muted-foreground hover:bg-accent hover:text-foreground",
+				)}
+			>
+				{logoSrc ? (
+					<img
+						src={logoSrc}
+						alt=""
+						className="size-3.5 shrink-0 rounded-full object-contain"
+					/>
+				) : (
+					<span className="shrink-0">{fallbackIcon}</span>
+				)}
+				<span className="flex min-w-0 flex-col">
+					<span className={cn("truncate", type === "cards" && "font-semibold")}>
+						{item.name}
+					</span>
+					<span className="truncate text-xs text-muted-foreground">
+						{type === "cards" ? "Fatura deste mês" : "Saldo"}:{" "}
+						{formatCurrency(item.amount)}
+					</span>
+				</span>
+			</NavLink>
+		);
+	});
+}

src/shared/components/navigation/navbar/nav-dropdown.tsx

@@ -1,16 +1,85 @@
 "use client";
 
+import {
+	RiArrowRightSLine,
+	RiBankCard2Line,
+	RiBankLine,
+} from "@remixicon/react";
 import { usePathname } from "next/navigation";
 import { Badge } from "@/shared/components/ui/badge";
+import { resolveLogoSrc } from "@/shared/lib/logo";
+import { formatCurrency } from "@/shared/utils/currency";
 import { cn } from "@/shared/utils/ui";
-import type { NavItem } from "./nav-items";
+import type {
+	NavbarEntityLink,
+	NavbarFinanceLinks,
+	NavItem,
+} from "./nav-items";
 import { NavLink } from "./nav-link";
 
 type NavDropdownProps = {
 	items: NavItem[];
+	financeLinks?: NavbarFinanceLinks;
 };
 
-export function NavDropdown({ items }: NavDropdownProps) {
+function FinanceEntityLinks({
+	type,
+	items,
+}: {
+	type: keyof NavbarFinanceLinks;
+	items: NavbarEntityLink[];
+}) {
+	const pathname = usePathname();
+
+	return items.map((item) => {
+		const href =
+			type === "cards"
+				? `/cards/${item.id}/invoice`
+				: `/accounts/${item.id}/statement`;
+		const logoSrc = resolveLogoSrc(item.logo);
+		const isActive = pathname === href;
+		const fallbackIcon =
+			type === "cards" ? (
+				<RiBankCard2Line className="size-5" />
+			) : (
+				<RiBankLine className="size-5" />
+			);
+
+		return (
+			<li key={href}>
+				<NavLink
+					href={href}
+					preservePeriod
+					className={cn(
+						"flex items-center gap-2 rounded-sm px-2 py-2 text-sm transition-colors",
+						isActive
+							? "bg-accent text-primary"
+							: "text-foreground hover:bg-accent hover:text-foreground",
+					)}
+				>
+					{logoSrc ? (
+						<img
+							src={logoSrc}
+							alt=""
+							className="size-5 shrink-0 rounded-full object-contain"
+						/>
+					) : (
+						<span className="shrink-0">{fallbackIcon}</span>
+					)}
+					<span className="flex min-w-0 flex-col">
+						<span className={cn("truncate font-semibold")}>{item.name}</span>
+						<span className="truncate text-xs text-muted-foreground">
+							{type === "cards" ? "Fatura deste mês" : "Saldo"}:{" "}
+							{formatCurrency(item.amount)}
+						</span>
+					</span>
+				</NavLink>
+			</li>
+		);
+	});
+}
+
+export function NavDropdown({ items, financeLinks }: NavDropdownProps) {
 	const pathname = usePathname();
 
 	return (
@@ -18,9 +87,22 @@ export function NavDropdown({ items }: NavDropdownProps) {
 			{items.map((item) => {
 				const isActive =
 					pathname === item.href || pathname.startsWith(`${item.href}/`);
+				const entityLinks =
+					item.href === "/cards"
+						? financeLinks?.cards
+						: item.href === "/accounts"
+							? financeLinks?.accounts
+							: undefined;
+				const entityType =
+					item.href === "/cards"
+						? "cards"
+						: item.href === "/accounts"
+							? "accounts"
+							: undefined;
+				const hasEntityLinks = Boolean(entityType && entityLinks?.length);
 
 				return (
-					<li key={item.href}>
+					<li key={item.href} className="group/entity relative">
 						<NavLink
 							href={item.href}
 							preservePeriod={item.preservePeriod}
@@ -57,7 +139,20 @@ export function NavDropdown({ items }: NavDropdownProps) {
 									{item.badge}
 								</Badge>
 							) : null}
+							{hasEntityLinks ? (
+								<RiArrowRightSLine
+									className="ml-auto size-4 shrink-0 text-muted-foreground transition-transform group-hover/entity:translate-x-0.5"
+									aria-hidden
+								/>
+							) : null}
 						</NavLink>
+						{hasEntityLinks && entityType && entityLinks ? (
+							<div className="invisible absolute top-0 left-full z-50 pl-1 opacity-0 transition-opacity group-hover/entity:visible group-hover/entity:opacity-100 group-focus-within/entity:visible group-focus-within/entity:opacity-100">
+								<ul className="grid max-h-[calc(100vh-5rem)] w-64 gap-0.5 overflow-y-auto rounded-md border bg-popover p-2 text-popover-foreground">
+									<FinanceEntityLinks type={entityType} items={entityLinks} />
+								</ul>
+							</div>
+						) : null}
 					</li>
 				);
 			})}

src/shared/components/navigation/navbar/nav-items.tsx

@@ -26,6 +26,18 @@ export type NavItem = {
 	hideOnMobile?: boolean;
 };
 
+export type NavbarEntityLink = {
+	id: string;
+	name: string;
+	logo: string | null;
+	amount: number;
+};
+
+export type NavbarFinanceLinks = {
+	cards: NavbarEntityLink[];
+	accounts: NavbarEntityLink[];
+};
+
 type NavSection = {
 	label: string;
 	items: NavItem[];

src/shared/components/navigation/navbar/nav-menu.tsx

@@ -22,9 +22,13 @@ import {
 	SheetTrigger,
 } from "@/shared/components/ui/sheet";
 import { cn } from "@/shared/utils/ui";
-import { MobileLink, MobileSectionLabel } from "./mobile-link";
+import {
+	MobileFinanceEntityLinks,
+	MobileLink,
+	MobileSectionLabel,
+} from "./mobile-link";
 import { NavDropdown } from "./nav-dropdown";
-import { NAV_SECTIONS } from "./nav-items";
+import { NAV_SECTIONS, type NavbarFinanceLinks } from "./nav-items";
 import { NavPill } from "./nav-pill";
 import { MobileTools, NavToolsDropdown } from "./nav-tools";
 
@@ -34,7 +38,11 @@ const triggerClass =
 const triggerActiveClass =
 	"bg-primary-foreground/15! text-primary-foreground! dark:bg-foreground/15! dark:text-foreground!";
 
-export function NavMenu() {
+export function NavMenu({
+	financeLinks,
+}: {
+	financeLinks: NavbarFinanceLinks;
+}) {
 	const pathname = usePathname();
 	const [sheetOpen, setSheetOpen] = useState(false);
 	const [calculatorOpen, setCalculatorOpen] = useState(false);
@@ -73,8 +81,19 @@ export function NavMenu() {
 									>
 										{section.label}
 									</NavigationMenuTrigger>
-									<NavigationMenuContent>
-										<NavDropdown items={section.items} />
+									<NavigationMenuContent
+										className={
+											section.label === "Finanças"
+												? "overflow-visible!"
+												: undefined
+										}
+									>
+										<NavDropdown
+											items={section.items}
+											financeLinks={
+												section.label === "Finanças" ? financeLinks : undefined
+											}
+										/>
 									</NavigationMenuContent>
 								</NavigationMenuItem>
 							);
@@ -130,17 +149,33 @@ export function NavMenu() {
 								<div key={section.label}>
 									<MobileSectionLabel label={section.label} />
 									{mobileItems.map((item) => (
-										<MobileLink
-											key={item.href}
-											href={item.href}
-											icon={item.icon}
-											onClick={close}
-											badge={item.badge}
-											preservePeriod={item.preservePeriod}
-											description={item.description}
-										>
-											{item.label}
-										</MobileLink>
+										<div key={item.href}>
+											<MobileLink
+												href={item.href}
+												icon={item.icon}
+												onClick={close}
+												badge={item.badge}
+												preservePeriod={item.preservePeriod}
+												description={item.description}
+											>
+												{item.label}
+											</MobileLink>
+											{item.href === "/cards" && financeLinks.cards.length ? (
+												<MobileFinanceEntityLinks
+													type="cards"
+													items={financeLinks.cards}
+													onClick={close}
+												/>
+											) : null}
+											{item.href === "/accounts" &&
+											financeLinks.accounts.length ? (
+												<MobileFinanceEntityLinks
+													type="accounts"
+													items={financeLinks.accounts}
+													onClick={close}
+												/>
+											) : null}
+										</div>
 									))}
 								</div>
 							);

src/shared/components/providers/app-preferences-provider.tsx

@@ -0,0 +1,31 @@
+"use client";
+
+import { createContext, useContext } from "react";
+import type { AppPreferences } from "@/shared/lib/preferences/queries";
+
+const DEFAULT_APP_PREFERENCES: AppPreferences = {
+	showTransactionSummary: true,
+};
+
+const AppPreferencesContext = createContext<AppPreferences>(
+	DEFAULT_APP_PREFERENCES,
+);
+
+type AppPreferencesProviderProps = AppPreferences & {
+	children: React.ReactNode;
+};
+
+export function AppPreferencesProvider({
+	children,
+	...preferences
+}: AppPreferencesProviderProps) {
+	return (
+		<AppPreferencesContext.Provider value={preferences}>
+			{children}
+		</AppPreferencesContext.Provider>
+	);
+}
+
+export function useAppPreferences() {
+	return useContext(AppPreferencesContext);
+}

src/shared/lib/payers/details.ts

@@ -63,6 +63,7 @@ export type PayerBoletoItem = {
 	dueDate: string | null;
 	boletoPaymentDate: string | null;
 	isSettled: boolean;
+	transactionType: string;
 };
 
 export type PayerPaymentStatusData = {
@@ -322,6 +323,7 @@ export async function fetchPayerBoletoItems({
 			dueDate: transactions.dueDate,
 			boletoPaymentDate: transactions.boletoPaymentDate,
 			isSettled: transactions.isSettled,
+			transactionType: transactions.transactionType,
 		})
 		.from(transactions)
 		.leftJoin(
@@ -350,6 +352,7 @@ export async function fetchPayerBoletoItems({
 			dueDate: toDateOnlyString(row.dueDate),
 			boletoPaymentDate: toDateOnlyString(row.boletoPaymentDate),
 			isSettled: Boolean(row.isSettled),
+			transactionType: row.transactionType,
 		});
 	}
 

src/shared/lib/preferences/queries.ts

@@ -0,0 +1,24 @@
+import { eq } from "drizzle-orm";
+import { db, schema } from "@/shared/lib/db";
+
+export type AppPreferences = {
+	showTransactionSummary: boolean;
+};
+
+const DEFAULT_APP_PREFERENCES: AppPreferences = {
+	showTransactionSummary: true,
+};
+
+export async function fetchAppPreferences(
+	userId: string,
+): Promise<AppPreferences> {
+	const [preferences] = await db
+		.select({
+			showTransactionSummary: schema.userPreferences.showTransactionSummary,
+		})
+		.from(schema.userPreferences)
+		.where(eq(schema.userPreferences.userId, userId))
+		.limit(1);
+
+	return preferences ?? DEFAULT_APP_PREFERENCES;
+}

src/shared/utils/financial-dates.ts

@@ -19,7 +19,7 @@ type FinancialDueDateInfo = {
 	date: string | null;
 };
 
-type RelativeFinancialDateContext = "due" | "paid";
+type RelativeFinancialDateContext = "due" | "paid" | "received";
 
 export function formatFinancialDateLabel(
 	value: string | null,
@@ -75,15 +75,17 @@ export function formatRelativeFinancialDateLabel(
 		return formatFinancialDateLabel(normalizedValue, "Vence em");
 	}
 
+	const settlementLabel = context === "received" ? "Recebido" : "Pago";
+
 	if (normalizedValue === referenceDate) {
-		return "Pago hoje";
+		return `${settlementLabel} hoje`;
 	}
 
 	if (normalizedValue === yesterday) {
-		return "Pago ontem";
+		return `${settlementLabel} ontem`;
 	}
 
-	return formatFinancialDateLabel(normalizedValue, "Pago em");
+	return formatFinancialDateLabel(normalizedValue, `${settlementLabel} em`);
 }
 
 export function buildFinancialStatusLabel({