docs: documenta fluxo completo de publicacao

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.env.example

@@ -17,8 +17,15 @@ POSTGRES_DB=openmonetis_db
 # Gere com: openssl rand -base64 32
 BETTER_AUTH_SECRET=your-secret-key-here-change-this
 BETTER_AUTH_URL=http://localhost:3000
+
+# Origins adicionais confiáveis para o Better Auth.
+# Útil para Cloudflare Tunnel, reverse proxy e URLs diferentes de BETTER_AUTH_URL.
+# Separe múltiplas origins por vírgula.
+# Exemplo: https://*.trycloudflare.com,https://openmonetis.seudominio.com
+BETTER_AUTH_TRUSTED_ORIGINS=
 # Defina como true para bloquear novos cadastros
 DISABLE_SIGNUP=false
+
 # Duração de sessões persistentes quando "Manter conectado" estiver marcado
 AUTH_SESSION_EXPIRES_IN_DAYS=30
 AUTH_SESSION_UPDATE_AGE_HOURS=24

.github/workflows/ci.yml

@@ -0,0 +1,49 @@
+name: CI
+
+on:
+  push:
+    branches:
+      - main
+  pull_request:
+    branches:
+      - main
+  workflow_dispatch:
+
+concurrency:
+  group: ci-${{ github.workflow }}-${{ github.ref }}
+  cancel-in-progress: true
+
+permissions:
+  contents: read
+
+jobs:
+  quality:
+    runs-on: ubuntu-latest
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v5
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v5
+        with:
+          node-version: 22
+          cache: pnpm
+
+      - name: Install dependencies
+        run: pnpm install --frozen-lockfile
+
+      - name: Generate Next.js types
+        run: pnpm exec next typegen
+
+      - name: Typecheck
+        run: pnpm exec tsc --noEmit
+
+      - name: Lint
+        run: pnpm run lint
+
+      - name: Build application
+        run: pnpm run build

.github/workflows/docker-publish.yml

@@ -1,87 +0,0 @@
-name: Build and Push to Docker Hub
-
-on:
-  push:
-    branches:
-      - main
-    tags:
-      - 'v*.*.*'
-  pull_request:
-    branches:
-      - main
-  workflow_dispatch:
-
-env:
-  DOCKER_IMAGE_NAME: openmonetis
-
-jobs:
-  quality:
-    runs-on: ubuntu-latest
-    steps:
-      - name: Checkout repository
-        uses: actions/checkout@v5
-
-      - name: Setup pnpm
-        uses: pnpm/action-setup@v4
-
-      - name: Setup Node.js
-        uses: actions/setup-node@v5
-        with:
-          node-version: 22
-          cache: 'pnpm'
-
-      - name: Install dependencies
-        run: pnpm install --frozen-lockfile
-
-      - name: Lint
-        run: pnpm run lint
-
-  build-and-push:
-    runs-on: ubuntu-latest
-    needs: quality
-    permissions:
-      contents: read
-      packages: write
-
-    steps:
-      - name: Checkout repository
-        uses: actions/checkout@v5
-
-      - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v3
-
-      - name: Log in to Docker Hub
-        if: github.event_name != 'pull_request'
-        uses: docker/login-action@v3
-        with:
-          username: ${{ secrets.DOCKER_USERNAME }}
-          password: ${{ secrets.DOCKER_PASSWORD }}
-
-      - name: Extract metadata (tags, labels)
-        id: meta
-        uses: docker/metadata-action@v5
-        with:
-          images: ${{ secrets.DOCKER_USERNAME }}/${{ env.DOCKER_IMAGE_NAME }}
-          tags: |
-            type=ref,event=branch
-            type=ref,event=pr
-            type=semver,pattern={{version}}
-            type=semver,pattern={{major}}.{{minor}}
-            type=semver,pattern={{major}}
-            type=raw,value=latest,enable={{is_default_branch}}
-            type=sha,prefix={{branch}}-
-
-      - name: Build and push Docker image
-        uses: docker/build-push-action@v5
-        with:
-          context: .
-          file: ./Dockerfile
-          push: ${{ github.event_name != 'pull_request' }}
-          tags: ${{ steps.meta.outputs.tags }}
-          labels: ${{ steps.meta.outputs.labels }}
-          cache-from: type=gha
-          cache-to: type=gha,mode=max
-          platforms: linux/amd64,linux/arm64
-
-      - name: Image digest
-        run: echo ${{ steps.meta.outputs.digest }}

.github/workflows/release.yml

@@ -2,58 +2,151 @@ name: Release
 
 on:
   push:
-    branches:
-      - main
+    tags:
+      - "v*.*.*"
+
+concurrency:
+  group: release-${{ github.ref }}
+  cancel-in-progress: false
+
+env:
+  DOCKER_IMAGE_NAME: openmonetis
+
+permissions:
+  contents: read
 
 jobs:
-  release:
+  quality:
     runs-on: ubuntu-latest
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v5
+
+      - name: Validate release version
+        shell: bash
+        run: |
+          TAG_VERSION="${GITHUB_REF_NAME#v}"
+          PACKAGE_VERSION="$(jq -r '.version' package.json)"
+
+          if [[ ! "$TAG_VERSION" =~ ^[0-9]+\.[0-9]+\.[0-9]+$ ]]; then
+            echo "A tag $GITHUB_REF_NAME não segue o formato vX.Y.Z."
+            exit 1
+          fi
+
+          if [[ "$TAG_VERSION" != "$PACKAGE_VERSION" ]]; then
+            echo "A tag $GITHUB_REF_NAME não corresponde à versão $PACKAGE_VERSION do package.json."
+            exit 1
+          fi
+
+          if ! grep -Fq "## [$TAG_VERSION]" CHANGELOG.md; then
+            echo "A versão $TAG_VERSION não foi encontrada no CHANGELOG.md."
+            exit 1
+          fi
+
+      - name: Setup pnpm
+        uses: pnpm/action-setup@v4
+
+      - name: Setup Node.js
+        uses: actions/setup-node@v5
+        with:
+          node-version: 22
+          cache: pnpm
+
+      - name: Install dependencies
+        run: pnpm install --frozen-lockfile
+
+      - name: Generate Next.js types
+        run: pnpm exec next typegen
+
+      - name: Typecheck
+        run: pnpm exec tsc --noEmit
+
+      - name: Lint
+        run: pnpm run lint
+
+  docker:
+    runs-on: ubuntu-latest
+    needs: quality
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v5
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Log in to Docker Hub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKER_USERNAME }}
+          password: ${{ secrets.DOCKER_PASSWORD }}
+
+      - name: Extract Docker metadata
+        id: meta
+        uses: docker/metadata-action@v5
+        with:
+          images: ${{ secrets.DOCKER_USERNAME }}/${{ env.DOCKER_IMAGE_NAME }}
+          tags: |
+            type=semver,pattern={{version}}
+            type=semver,pattern={{major}}.{{minor}}
+            type=semver,pattern={{major}}
+            type=raw,value=latest
+
+      - name: Build and push Docker image
+        id: build
+        uses: docker/build-push-action@v5
+        with:
+          context: .
+          file: ./Dockerfile
+          push: true
+          tags: ${{ steps.meta.outputs.tags }}
+          labels: ${{ steps.meta.outputs.labels }}
+          cache-from: type=gha
+          cache-to: type=gha,mode=max
+          platforms: linux/amd64,linux/arm64
+
+      - name: Image digest
+        run: echo "${{ steps.build.outputs.digest }}"
+
+  github-release:
+    runs-on: ubuntu-latest
+    needs: docker
     permissions:
       contents: write
 
     steps:
       - name: Checkout repository
         uses: actions/checkout@v5
-        with:
-          fetch-depth: 0
-
-      - name: Read version from package.json
-        id: version
-        run: |
-          VERSION=$(jq -r '.version' package.json)
-          echo "value=$VERSION" >> $GITHUB_OUTPUT
-          echo "tag=v$VERSION" >> $GITHUB_OUTPUT
-
-      - name: Check if tag already exists
-        id: tag_check
-        run: |
-          if git ls-remote --tags origin "refs/tags/v${{ steps.version.outputs.value }}" | grep -q .; then
-            echo "exists=true" >> $GITHUB_OUTPUT
-          else
-            echo "exists=false" >> $GITHUB_OUTPUT
-          fi
 
       - name: Extract changelog for this version
-        if: steps.tag_check.outputs.exists == 'false'
         id: changelog
+        shell: bash
         run: |
-          VERSION="${{ steps.version.outputs.value }}"
-          # Extrai o bloco entre ## [X.Y.Z] e o próximo ## [
-          NOTES=$(awk "/^## \[$VERSION\]/{found=1; next} found && /^## \[/{exit} found{print}" CHANGELOG.md)
-          # Remove linhas em branco do início e fim
-          NOTES=$(echo "$NOTES" | sed '/./,$!d' | sed -e :a -e '/^\n*$/{$d;N;ba}')
+          VERSION="${GITHUB_REF_NAME#v}"
+          NOTES=$(awk -v version="$VERSION" '
+            index($0, "## [" version "]") == 1 { found=1; next }
+            found && /^## \[/ { exit }
+            found && !started && /^[[:space:]]*$/ { next }
+            found { started=1; print }
+          ' CHANGELOG.md)
+
+          if [[ -z "$NOTES" ]]; then
+            echo "Não foi possível extrair as notas da versão $VERSION."
+            exit 1
+          fi
+
           {
             echo "notes<<EOF"
             echo "$NOTES"
             echo "EOF"
-          } >> $GITHUB_OUTPUT
+          } >> "$GITHUB_OUTPUT"
 
-      - name: Create tag and GitHub Release
-        if: steps.tag_check.outputs.exists == 'false'
+      - name: Create GitHub Release
         uses: softprops/action-gh-release@v2
         with:
-          tag_name: ${{ steps.version.outputs.tag }}
-          name: ${{ steps.version.outputs.tag }}
+          tag_name: ${{ github.ref_name }}
+          name: ${{ github.ref_name }}
           body: ${{ steps.changelog.outputs.notes }}
           draft: false
           prerelease: false

.gitignore

@@ -105,7 +105,6 @@ docker-compose.override.yml
 .gemini/
 .cursor/
 QWEN.md
-AGENTS.md
 .codex
 # === Backups locais ===
 /backup/

AGENTS.md

@@ -0,0 +1,366 @@
+# AGENTS.md - OpenMonetis
+
+> Self-hosted personal finance app (Next.js 16, React 19, PostgreSQL, Drizzle ORM, Better Auth, Tailwind 4, shadcn/ui).
+> Portuguese UI, English folders/imports. Linter: Biome 2.x. Package manager: pnpm.
+
+## Related Projects
+
+- **OpenMonetis Companion** (`~/github/openmonetis-companion`): Android app que captura notificacoes de apps bancarios e envia para o OpenMonetis via API. Os itens chegam na feature `inbox` para revisao.
+
+---
+
+## Critical Rules
+
+1. **Sempre filtrar por `userId`** em queries.
+2. **Usar `getAdminPayerId(userId)`** de `src/shared/lib/payers/get-admin-id.ts` ao inves de JOIN com `payers` para descobrir o admin.
+3. **Periods** usam formato `YYYY-MM` (ex: `"2025-11"`). Utils em `src/shared/utils/period/`.
+4. **Moeda**: R$ com 2 decimais. DB: `numeric(12, 2)`. Utils em `src/shared/utils/currency.ts`.
+5. **Revalidation**: usar `revalidateForEntity("entity")` de `src/shared/lib/actions/helpers.ts` apos mutations.
+6. **Versionamento e publicação**: registrar mudancas no `CHANGELOG.md` seguindo Keep a Changelog, também alterar o `package.json` e o badge de versão do `README.md`. Cada versão deve ter um parágrafo introdutório em linguagem humana logo abaixo do cabeçalho `## [x.y.z]`, antes das seções `### Adicionado/Alterado/Removido` — descrevendo em prosa o que a versão representa (ex: "Esta versão foca em polimento visual e reorganização interna..."). A `main` executa somente a CI; imagens Docker e GitHub Releases são publicadas exclusivamente por tags SemVer no formato `vX.Y.Z`. Antes de criar a tag, confirmar que a CI da `main` passou e que tag, `package.json`, `CHANGELOG.md` e badge do `README.md` usam a mesma versão. A tag deve apontar para o commit validado. Criar ou enviar uma tag dispara publicação externa (`X.Y.Z`, `X.Y`, `X` e `latest` no Docker Hub, seguida da GitHub Release), portanto agentes nunca devem criar ou fazer push de tags sem autorização explícita do usuário. Quando o usuário pedir **"commit e push"** em uma mudança que prepara uma nova versão, isso conta como autorização explícita para executar o fluxo completo: commitar, enviar a `main`, aguardar a CI da `main` passar, criar a tag SemVer correspondente à versão preparada e enviar essa tag. Se não houver versão preparada ou se houver divergência entre `package.json`, `CHANGELOG.md`, badge do `README.md` e tag pretendida, parar e pedir confirmação. Não voltar a publicar `latest` diretamente de pushes na `main`.
+7. **Comunicacao**: responder em portugues clara e direta com o time.
+8. **Commit messages**: agrupar por natureza. em pt-br. seguindo o padrao do sistema.
+9. **README.md**: sempre que fizer alteracoes significativas, atualize o README.md.
+
+---
+
+## Architecture
+
+### Feature-First
+
+- `src/app/`: roteamento, layouts, loading states e paginas finas
+- `src/features/`: codigo de dominio por feature
+- `src/shared/`: tudo que e genuinamente reutilizado entre features
+- `src/db/`: schema do banco
+
+### Regra Feature vs Shared
+
+Use esta pergunta:
+
+> Se eu deletar esta feature, este arquivo deveria sumir junto?
+
+- Sim: vai para `src/features/<feature>/`
+- Nao: vai para `src/shared/`
+
+### Features nao importam outras features
+
+Se um contrato cruza dominios, ele deve morar em `src/shared/`.
+
+**Excecao intencional: `attachments` depende de `transactions`**
+
+`src/features/attachments` importa `TransactionDialog`, `TransactionDetailsDialog` e `TransactionItem` diretamente de `src/features/transactions`. Isso e uma dependencia explicita e aceita: anexos sao semanticamente uma extensao de lancamentos — existem por causa deles e nao fazem sentido sem esse contexto. Mover esses componentes para `shared/` seria errado (eles pertencem a transactions). Nao tratar isso como bug a corrigir.
+
+Exemplos comuns:
+
+- auth: `src/shared/lib/auth/*`
+- db: `src/shared/lib/db.ts`
+- revalidation helpers: `src/shared/lib/actions/*`
+- payers cross-domain helpers: `src/shared/lib/payers/*`
+- period/currency/date: `src/shared/utils/*`
+- shadcn/ui: `src/shared/components/ui/*`
+
+---
+
+## Directory Structure
+
+```text
+src/
+├── app/
+│   ├── (auth)/
+│   │   ├── login/page.tsx
+│   │   └── signup/page.tsx
+│   ├── (dashboard)/
+│   │   ├── dashboard/
+│   │   ├── transactions/
+│   │   ├── cards/
+│   │   │   └── [cardId]/invoice/
+│   │   ├── accounts/
+│   │   │   └── [accountId]/statement/
+│   │   ├── categories/
+│   │   │   ├── [categoryId]/
+│   │   │   └── history/
+│   │   ├── budgets/
+│   │   ├── payers/
+│   │   │   └── [payerId]/
+│   │   ├── notes/
+│   │   ├── insights/
+│   │   ├── calendar/
+│   │   ├── inbox/
+│   │   ├── attachments/
+│   │   ├── changelog/
+│   │   ├── reports/
+│   │   │   ├── category-trends/
+│   │   │   ├── card-usage/
+│   │   │   ├── installment-analysis/
+│   │   │   └── establishments/
+│   │   └── settings/
+│   ├── (landing-page)/
+│   ├── api/
+│   ├── globals.css
+│   └── layout.tsx
+├── features/                      # cada feature segue: actions.ts, queries.ts, actions/, components/, hooks/, lib/
+│   ├── auth/
+│   ├── landing/
+│   ├── dashboard/
+│   ├── transactions/
+│   ├── cards/
+│   ├── invoices/
+│   ├── accounts/
+│   ├── categories/
+│   ├── budgets/
+│   ├── payers/
+│   ├── notes/
+│   ├── insights/
+│   ├── calendar/
+│   ├── inbox/
+│   ├── attachments/
+│   ├── reports/
+│   └── settings/
+├── shared/
+│   ├── components/
+│   │   ├── ui/                # shadcn/ui primitives
+│   │   ├── navigation/        # navbar, sidebar, breadcrumbs
+│   │   ├── providers/         # React context providers
+│   │   ├── brand/             # logos do app (logo, logo-icon, logo-text)
+│   │   ├── widgets/           # widget-card, widget-empty-state, expandable-widget-card
+│   │   ├── feedback/          # empty-state, status-dot, payment-success
+│   │   ├── month-picker/
+│   │   ├── logo-picker/
+│   │   ├── calculator/
+│   │   ├── entity-avatar/
+│   │   └── skeletons/
+│   ├── hooks/
+│   ├── lib/
+│   │   ├── actions/
+│   │   ├── auth/
+│   │   ├── accounts/
+│   │   ├── cards/
+│   │   ├── calculator/
+│   │   ├── categories/
+│   │   ├── email/
+│   │   ├── import/
+│   │   ├── installments/
+│   │   ├── invoices/
+│   │   ├── logo/
+│   │   ├── notifications/
+│   │   ├── payers/
+│   │   ├── schemas/
+│   │   ├── storage/
+│   │   ├── transfers/
+│   │   ├── types/
+│   │   ├── version/
+│   │   └── db.ts
+│   └── utils/
+│       ├── period/
+│       ├── calculator.ts
+│       ├── calendar.ts
+│       ├── category-colors.ts
+│       ├── currency.ts
+│       ├── date.ts
+│       ├── export-branding.ts
+│       ├── fetch-json.ts
+│       ├── financial-dates.ts
+│       ├── icons.tsx
+│       ├── id.ts
+│       ├── initials.ts
+│       ├── math.ts
+│       ├── number.ts
+│       ├── percentage.ts
+│       ├── string.ts
+│       └── ui.ts
+└── db/
+    └── schema.ts
+```
+
+### Estrutura interna padrão de uma feature
+
+Toda feature em `src/features/<nome>/` segue:
+
+```text
+<feature>/
+├── actions.ts        # entry point de Server Actions (barrel quando há actions/)
+├── queries.ts        # entry point de leitura do banco
+├── actions/          # (opcional) Server Actions divididas por domínio quando o volume cresce
+├── components/       # componentes de UI da feature
+├── hooks/            # React hooks específicos da feature
+└── lib/              # helpers, types, sub-queries e constantes internas
+```
+
+`actions.ts` e `queries.ts` são as portas de entrada da feature. Tudo que é helper interno fica em `lib/`. Componentes e hooks ficam nas pastas com nome óbvio.
+
+---
+
+## Import Patterns
+
+### Preferidos
+
+```ts
+import { getUser } from "@/shared/lib/auth/server";
+import { revalidateForEntity } from "@/shared/lib/actions/helpers";
+import { parsePeriodParam } from "@/shared/utils/period";
+import { TransactionsPage } from "@/features/transactions/components/page/transactions-page";
+import { fetchLancamentos } from "@/features/transactions/queries";
+```
+
+### Evitar
+
+```ts
+import { Something } from "@/components/...";
+import { Something } from "@/lib/...";
+import { something } from "@/app/(dashboard)/...";
+```
+
+---
+
+## App Router Pattern
+
+Paginas em `src/app/` devem ser finas:
+
+```ts
+import { getUser } from "@/shared/lib/auth/server";
+import { TransactionsPage } from "@/features/transactions/components/page/transactions-page";
+import { fetchLancamentos } from "@/features/transactions/queries";
+
+export default async function Page() {
+  const user = await getUser();
+  const data = await fetchLancamentos([/* filters */]);
+  return <TransactionsPage {...data} />;
+}
+```
+
+Layouts, `loading.tsx` e metadata continuam em `src/app/`.
+
+---
+
+## Naming
+
+### Routes / folders
+
+| Portugues | English |
+|---|---|
+| `lancamentos` | `transactions` |
+| `cartoes` | `cards` |
+| `contas` | `accounts` |
+| `categorias` | `categories` |
+| `orcamentos` | `budgets` |
+| `pessoas` | `payers` |
+
+> **Nota:** o conceito de "pagador" foi renomeado para **"pessoa"** na UI (labels, toasts, textos visíveis ao usuário). O código, rotas e schema continuam usando o termo original em inglês (`payer`, `payerId`, `adminPayerId`) e em português interno (`pagador` como variável). Não renomear esses identificadores — a divergência entre UI e código é intencional e documentada.
+| `anotacoes` | `notes` |
+| `calendario` | `calendar` |
+| `ajustes` | `settings` |
+| `pre-lancamentos` | `inbox` |
+| `relatorios/tendencias` | `reports/category-trends` |
+| `relatorios/uso-cartoes` | `reports/card-usage` |
+| `relatorios/analise-parcelas` | `reports/installment-analysis` |
+| `relatorios/estabelecimentos` | `reports/establishments` |
+| `contas/[contaId]/extrato` | `accounts/[accountId]/statement` |
+| `cartoes/[cartaoId]/fatura` | `cards/[cardId]/invoice` |
+| `categorias/historico` | `categories/history` |
+| `changelog` | `settings/changelog` |
+
+### Files
+
+- preferir `kebab-case`
+- preferir nomes em ingles
+- manter nomes internos de tipos/funcoes somente quando a troca aumentar risco sem ganho real
+
+---
+
+## Commands
+
+```bash
+pnpm run dev
+pnpm run build
+pnpm run lint
+pnpm run lint:fix
+pnpm exec next typegen
+pnpm exec tsc --noEmit
+pnpm run db:generate
+pnpm run db:push
+pnpm run db:studio
+pnpm run docker:up:db
+```
+
+---
+
+## Revalidation
+
+Arquivo: `src/shared/lib/actions/helpers.ts`
+
+- atualizar sempre os paths em ingles
+- lembrar de manter a tag `"dashboard"` para invalidacoes financeiras
+
+---
+
+## Auth
+
+- `getUser()` / `getUserId()` em `src/shared/lib/auth/server.ts`
+- sessao deduplicada por request com `React.cache()`
+
+---
+
+## Dashboard Fetcher
+
+Padrao recomendado:
+
+```ts
+import { getAdminPayerId } from "@/shared/lib/payers/get-admin-id";
+
+export async function fetchData(userId: string, period: string) {
+  const adminPayerId = await getAdminPayerId(userId);
+  if (!adminPayerId) return [];
+
+  return db.query.transactions.findMany({
+    where: /* sempre com userId + adminPayerId + period */,
+  });
+}
+```
+
+---
+
+## New Feature Checklist
+
+1. Criar a rota fina em `src/app/(dashboard)/<feature>/page.tsx`
+2. Criar a feature em `src/features/<feature>/`
+3. Separar:
+   - `components/`
+   - `queries.ts` (entry point de leitura)
+   - `actions.ts` (entry point de Server Actions; vira barrel quando crescer e migrar para `actions/`)
+   - `lib/` para helpers internos, sub-queries por tópico, types e constantes da feature
+   - `types.ts` ou `schemas.ts` quando fizer sentido (alternativa a `lib/`)
+   - `hooks/` quando houver hooks específicos da feature
+4. Extrair para `src/shared/` tudo que for reutilizavel
+5. Atualizar navegacao e `revalidateForEntity()` se a feature tiver CRUD
+6. Rodar:
+   - `pnpm exec next typegen`
+   - `pnpm exec tsc --noEmit`
+   - `pnpm run lint`
+
+---
+
+## Security Rules
+
+Regras aplicadas automaticamente ao gerar codigo.
+
+### Secrets
+Nunca colocar API keys, credenciais de banco ou tokens em codigo frontend. Evitar variaveis prefixadas com `NEXT_PUBLIC_` para dados sensiveis — estas sao bundladas no cliente. Usar variaveis server-side apenas. `.env` deve estar no `.gitignore` antes do primeiro commit. `.env.example` deve ter apenas placeholders.
+
+### Autenticacao & Autorizacao
+Toda rota protegida em `src/app/api/` requer `getUser()` ou `getOptionalUserSession()` antes de qualquer logica, retornando 401 para nao autenticados. Rotas com IDs de recursos devem verificar ownership: `eq(table.userId, userId)`. Rotas admin devem checar role e retornar 403 para nao-admins. Session cookies em Better Auth ja tem `httpOnly`, `secure` e `sameSite` configurados — nao alterar.
+
+### Input & Output
+Usar Drizzle ORM (parametrizado por padrao) — nunca concatenar input de usuario em SQL. Validar todo input com Zod antes de usar. Upload de arquivos: usar whitelist de MIME types (`ALLOWED_MIME_TYPES`), presigned URLs para S3, token de upload assinado com verificacao pos-upload. Nunca usar `dangerouslySetInnerHTML` com conteudo de usuario.
+
+### Headers & CSP
+CSP definida em `src/proxy.ts` via middleware — alterar la, nao em `next.config.ts`. Headers de seguranca (HSTS, X-Frame-Options, etc.) definidos em `next.config.ts`. Nao remover nem enfraquecer essas configuracoes.
+
+### Rate Limiting
+Login: 5 tentativas/min. Signup: 3 tentativas/min. API tokens: 100 req/min (inbox), 20 req/min (batch). Configurado em `src/shared/lib/auth/config.ts` e nas rotas de inbox. Nao remover.
+
+### Tratamento de Erros
+Erros nao devem expor stack traces, paths ou nomes de bibliotecas ao cliente. Usar mensagens genericas: `"Algo deu errado"`. Logar detalhes apenas no servidor com `console.error()`.
+
+### Dependencias
+Verificar pacotes novos sugeridos pela IA em npmjs.com antes de instalar. Red flags: menos de 1.000 downloads/semana, publicado nos ultimos 30 dias, nome muito parecido com pacote popular. Rodar `pnpm audit` periodicamente.
+
+---

CHANGELOG.md

@@ -5,6 +5,128 @@ 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/).
 
+## [2.7.10] - 2026-06-27
+
+Esta versão ajusta a experiência de leitura dos lançamentos parcelados após antecipações, permitindo esconder parcelas já liquidadas por antecipação sem perder o histórico quando ele ainda for necessário.
+
+### Adicionado
+- Ajustes: nova preferência `Ocultar parcelas antecipadas` para remover da tabela lançamentos marcados como parcela antecipada.
+
+### Alterado
+- Lançamentos: a preferência passa a ser aplicada nas listagens principais, extratos de conta, faturas de cartão, detalhes de pessoa, detalhes de categoria e exportação de lançamentos, preservando paginação e contagens visíveis.
+
+## [2.7.9] - 2026-06-21
+
+Esta versão torna a publicação mais previsível ao separar a validação contínua da entrega de versões oficiais. Pull requests e a branch principal continuam sendo verificadas, enquanto imagens Docker e releases passam a ser produzidas somente a partir de uma tag SemVer validada.
+
+### Alterado
+- CI: pull requests e pushes na `main` agora executam geração de tipos, verificação TypeScript, lint e build sem publicar imagens.
+- Releases: tags `vX.Y.Z` agora validam sua correspondência com o `package.json` e o `CHANGELOG.md` antes de publicar as imagens Docker e criar a GitHub Release.
+- Docker: as tags versionadas e `latest` passam a ser publicadas exclusivamente por releases oficiais, depois das verificações de qualidade.
+
+## [2.7.8] - 2026-06-21
+
+Esta versão deixa documentos e comprovantes mais fáceis de guardar e encontrar sem tirar o foco da rotina financeira. Agora é possível manter arquivos junto às notas, consultar a galeria por pessoa com identificação visual e abrir uma categoria diretamente das tendências do dashboard, sempre preservando o contexto do período selecionado.
+
+### Adicionado
+- Anotações: itens do tipo `Nota` agora aceitam anexos PDF, JPEG, PNG e WebP na criação e na edição, com consulta e download nos detalhes e respeito ao limite configurado pelo usuário.
+- Anexos: a galeria agora oferece filtro por pessoa, incluindo a pessoa principal, pessoas específicas e uma visão consolidada de todas as pessoas.
+
+### Alterado
+- Anexos: os cards da galeria agora identificam a pessoa vinculada ao lançamento e o filtro exibe os respectivos avatares, preservando o contexto quando vários responsáveis são exibidos.
+- Dashboard: os nomes no widget `Tendências de categorias` agora levam aos detalhes da categoria mantendo o período selecionado.
+
+## [2.7.7] - 2026-06-20
+
+Esta versão faz ajustes pontuais de leitura nos resumos financeiros e no dashboard, reforçando a identidade visual de cartões e contas e deixando as listas dos widgets mais consistentes sem alterar a estrutura de navegação das páginas.
+
+### Alterado
+- Cartões e contas: os cabeçalhos dos resumos agora destacam melhor o logo, o nome da entidade e o período exibido.
+- Dashboard: as listas dos widgets agora compartilham padrões de altura, espaçamento, alinhamento e truncamento para melhorar a leitura de valores, status e metadados.
+
+## [2.7.6] - 2026-06-20
+
+Esta versão melhora dois fluxos importantes: a importação de planilhas fica mais esperta ao reconhecer categorias já informadas no arquivo, e lançamentos avulsos podem ser reorganizados como parcelamentos ou recorrências sem precisar recriá-los manualmente.
+
+As funcionalidades desta versão foram desenvolvidas originalmente por Yuri Argolo (`yurnasg`) e adaptadas para integração ao projeto principal.
+
+### Adicionado
+- Importação: planilhas XLS/XLSX agora aceitam a coluna `Categoria` no template e tentam mapear automaticamente o valor para uma categoria existente compatível com o tipo do lançamento.
+- Lançamentos: lançamentos à vista agora podem ser convertidos em recorrentes diretamente pelo menu de ações.
+- Lançamentos: lançamentos à vista de cartão de crédito agora podem ser convertidos em uma série parcelada informando o total de parcelas.
+
+### Alterado
+- Lançamentos: conversões para séries respeitam faturas pagas e limite disponível do cartão antes de criar novos movimentos.
+
+## [2.7.5] - 2026-06-13
+
+Esta versão faz um polimento pontual no dashboard, deixando os widgets mais explicativos, consistentes e confiáveis quando há listas maiores ou informações complementares para revisar.
+
+### Alterado
+- Dashboard: os indicadores percentuais de faturas por pessoa, despesas por categoria, receitas por categoria e tendências de categorias agora deixam explícito que a comparação é contra o mês anterior.
+- Dashboard: pequenos ajustes visuais em widgets melhoram espaçamento, bordas e leitura de itens financeiros.
+
+### Corrigido
+- Dashboard: o widget `Lançamentos por categoria` agora recalcula corretamente o overflow quando a lista muda e volta a exibir o botão `Expandir` em listagens grandes.
+- Relatórios: em `/reports/installment-analysis`, os cards de parcelamentos agora exibem o ícone de observação ao lado do nome do lançamento quando há anotação cadastrada.
+
+## [2.7.4] - 2026-06-09
+
+Esta versão corrige o fluxo de revisão de lançamentos compartilhados para que o acesso somente leitura proteja os dados originais sem impedir que a pessoa copie movimentos para a própria conta.
+
+### Corrigido
+- Pessoas: lançamentos de uma pessoa compartilhada em modo somente leitura agora podem ser selecionados e importados para a conta do usuário logado, tanto individualmente quanto em lote, mantendo edição e remoção bloqueadas no lançamento original.
+
+## [2.7.3] - 2026-06-05
+
+Esta versão melhora pequenos pontos de leitura e configuração para o uso diário e self-hosted. As faturas pagas ficam mais fáceis de identificar na lista de cartões, a configuração de origins confiáveis do Better Auth passa a ficar documentada para Docker e túneis, o dashboard corrige a leitura de tempo dos pré-lançamentos e as dependências seguem atualizadas sem quebrar o build da imagem.
+
+### Adicionado
+- Cartões: a lista de cartões agora exibe a etiqueta `Paga` ao lado do valor da fatura atual quando ela já foi quitada.
+- Self-hosting: adicionada a variável `BETTER_AUTH_TRUSTED_ORIGINS` ao `.env.example`, ao `docker-compose.yml` e ao README para permitir origins adicionais confiáveis em cenários com Cloudflare Tunnel, reverse proxy ou URLs diferentes de `BETTER_AUTH_URL`.
+
+### Alterado
+- Dependências: atualizados Next.js, React, Better Auth, AI SDK, AWS SDK, pdf.js e ferramentas de desenvolvimento usadas no build.
+
+### Corrigido
+- Dashboard: o widget `Pré-lançamentos` agora calcula o rótulo `há X` a partir da chegada do item ao OpenMonetis, evitando deslocamentos causados por timestamps de notificação enviados com timezone incorreto.
+- Anexos: o preview de PDFs foi ajustado para a API atual do `pdfjs-dist`, evitando falha de TypeScript durante o build da imagem Docker.
+
+## [2.7.2] - 2026-05-31
+
+Esta versão atualiza as imagens de apresentação do OpenMonetis na landing page e no compartilhamento em redes sociais.
+
+### Alterado
+- Landing page: atualizadas as imagens de preview do dashboard e da versão PWA.
+- Compartilhamento: ajustada a imagem usada nos metadados sociais da landing page.
+
+## [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.

CLAUDE.md

@@ -16,7 +16,7 @@
 3. **Periods** usam formato `YYYY-MM` (ex: `"2025-11"`). Utils em `src/shared/utils/period/`.
 4. **Moeda**: R$ com 2 decimais. DB: `numeric(12, 2)`. Utils em `src/shared/utils/currency.ts`.
 5. **Revalidation**: usar `revalidateForEntity("entity")` de `src/shared/lib/actions/helpers.ts` apos mutations.
-6. **Versionamento**: registrar mudancas no `CHANGELOG.md` seguindo Keep a Changelog, também altere o `package.json` e `readme.md` (Badges do README.md). Cada versão deve ter um parágrafo introdutório em linguagem humana logo abaixo do cabeçalho `## [x.y.z]`, antes das seções `### Adicionado/Alterado/Removido` — descrevendo em prosa o que a versão representa (ex: "Esta versão foca em polimento visual e reorganização interna...").
+6. **Versionamento e publicação**: registrar mudancas no `CHANGELOG.md` seguindo Keep a Changelog, também alterar o `package.json` e o badge de versão do `README.md`. Cada versão deve ter um parágrafo introdutório em linguagem humana logo abaixo do cabeçalho `## [x.y.z]`, antes das seções `### Adicionado/Alterado/Removido` — descrevendo em prosa o que a versão representa (ex: "Esta versão foca em polimento visual e reorganização interna..."). A `main` executa somente a CI; imagens Docker e GitHub Releases são publicadas exclusivamente por tags SemVer no formato `vX.Y.Z`. Antes de criar a tag, confirmar que a CI da `main` passou e que tag, `package.json`, `CHANGELOG.md` e badge do `README.md` usam a mesma versão. A tag deve apontar para o commit validado. Criar ou enviar uma tag dispara publicação externa (`X.Y.Z`, `X.Y`, `X` e `latest` no Docker Hub, seguida da GitHub Release), portanto agentes nunca devem criar ou fazer push de tags sem autorização explícita do usuário. Quando o usuário pedir **"commit e push"** em uma mudança que prepara uma nova versão, isso conta como autorização explícita para executar o fluxo completo: commitar, enviar a `main`, aguardar a CI da `main` passar, criar a tag SemVer correspondente à versão preparada e enviar essa tag. Se não houver versão preparada ou se houver divergência entre `package.json`, `CHANGELOG.md`, badge do `README.md` e tag pretendida, parar e pedir confirmação. Não voltar a publicar `latest` diretamente de pushes na `main`.
 7. **Comunicacao**: responder em portugues clara e direta com o time.
 8. **Commit messages**: agrupar por natureza. em pt-br. seguindo o padrao do sistema.
 9. **README.md**: sempre que fizer alteracoes significativas, atualize o README.md.

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

@@ -6,9 +6,11 @@
   Projeto pessoal de gestão financeira. Self-hosted, manual e open source.
 </p>
 
-> **⚠️ Não há versão online hospedada.** Você precisa clonar o repositório e rodar localmente ou no seu próprio servidor.
+> **⚠️ Nota:** o OpenMonetis não está sendo encerrado, mas o desenvolvimento deve reduzir para quase zero daqui em diante. O app já cobre minhas demandas atuais de gerenciamento financeiro, então novas mudanças tendem a ser pontuais: correções, ajustes necessários e pequenas melhorias quando fizerem bastante sentido para meu uso.
 
-[![Version](https://img.shields.io/badge/version-2.7.0-blue?style=flat-square)](CHANGELOG.md)
+> **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-2.7.10-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 +38,7 @@
 - [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)
@@ -62,11 +65,11 @@ A ideia é simples: ter um lugar onde consigo ver todas as minhas contas, cartõ
 
 ### Funcionalidades
 
-💰 **Contas e transações** — Contas bancárias, cartões, dinheiro. Receitas, despesas, 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.
+💰 **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 com identificação visual clara da conta 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 com listas consistentes, 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.
+💳 **Faturas de cartão** — Acompanhe faturas por período, controle limites e vencimentos com identificação visual mais clara do cartão.
 
 🎯 **Orçamentos** — Defina limites por categoria e acompanhe o progresso.
 
@@ -76,7 +79,7 @@ A ideia é simples: ter um lugar onde consigo ver todas as minhas contas, cartõ
 
 👥 **Gestão colaborativa** — Pagadores com permissões (admin/viewer), notificações automáticas por e-mail, códigos de compartilhamento.
 
-📝 **Anotações e tarefas** — Notas de texto, listas com checkboxes, sistema de arquivamento.
+📝 **Anotações e tarefas** — Notas de texto com anexos, listas com checkboxes e sistema de arquivamento.
 
 📅 **Calendário financeiro** — Visualize todos os lançamentos em um calendário mensal.
 
@@ -86,7 +89,7 @@ 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 +97,7 @@ 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)
@@ -449,6 +453,7 @@ POSTGRES_DB=openmonetis_db
 DISABLE_SIGNUP=false # true bloqueia novos cadastros
 AUTH_SESSION_EXPIRES_IN_DAYS=30 # duração de sessões persistentes
 AUTH_SESSION_UPDATE_AGE_HOURS=24 # frequência de renovação da sessão
+BETTER_AUTH_TRUSTED_ORIGINS= # origins adicionais confiáveis, separadas por vírgula
 
 # S3 Server (opcional, necessario para anexos)
 S3_ENDPOINT=
@@ -483,6 +488,19 @@ LOGO_DEV_TOKEN=
 LOGO_DEV_SECRET_KEY=
 ```
 
+### BETTER_AUTH_TRUSTED_ORIGINS
+
+Use `BETTER_AUTH_TRUSTED_ORIGINS` quando o OpenMonetis for acessado por uma URL diferente de `BETTER_AUTH_URL`, como Cloudflare Tunnel, reverse proxy, domínio local ou subdomínios temporários. Isso evita falhas de login como `Invalid origin` sem precisar alterar a imagem Docker.
+
+Informe apenas origins confiáveis, separadas por vírgula:
+
+```env
+BETTER_AUTH_URL=http://localhost:3000
+BETTER_AUTH_TRUSTED_ORIGINS=https://*.trycloudflare.com,https://openmonetis.seudominio.com
+```
+
+Para Google OAuth e outros callbacks externos, mantenha `BETTER_AUTH_URL` apontando para a URL pública/canônica configurada no provedor.
+
 ### IA local com Ollama
 
 O provider Ollama permite gerar insights usando modelos locais. Instale e suba o Ollama no host onde o modelo ficará disponível:
@@ -504,6 +522,19 @@ 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/`:
@@ -592,6 +623,17 @@ A regra é: `actions.ts` e `queries.ts` são as portas de entrada da feature. Tu
 
 Antes de começar, leia o [`CLAUDE.md`](CLAUDE.md) — ele documenta a arquitetura, convenções de nomenclatura, regras de queries e o checklist para novas features. Use TypeScript, commits semânticos e mantenha o `CHANGELOG.md` atualizado.
 
+### Publicando uma versão
+
+As validações rodam em pull requests e em cada push na `main`. A publicação só começa quando uma tag SemVer aponta para um commit validado e a versão da tag corresponde ao `package.json` e ao `CHANGELOG.md`.
+
+```bash
+git tag -a v2.7.10 -m "v2.7.10"
+git push origin v2.7.10
+```
+
+O workflow da tag valida o código, publica as imagens Docker versionadas e `latest` e, somente depois, cria a GitHub Release com as notas do changelog.
+
 ---
 
 ## 💖 Apoie o Projeto

biome.json

@@ -1,5 +1,5 @@
 {
-	"$schema": "https://biomejs.dev/schemas/2.4.15/schema.json",
+	"$schema": "https://biomejs.dev/schemas/2.4.16/schema.json",
 	"vcs": {
 		"enabled": true,
 		"clientKind": "git",

docker-compose.yml

@@ -36,6 +36,7 @@ services:
       DATABASE_URL: ${DATABASE_URL:-postgresql://openmonetis:openmonetis_dev_password@db:5432/openmonetis_db}
       BETTER_AUTH_SECRET: ${BETTER_AUTH_SECRET:-}
       BETTER_AUTH_URL: ${BETTER_AUTH_URL:-http://localhost:3000}
+      BETTER_AUTH_TRUSTED_ORIGINS: ${BETTER_AUTH_TRUSTED_ORIGINS:-}
     depends_on:
       db:
         condition: service_healthy

drizzle/0030_complete_umar.sql

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

drizzle/0031_lame_cerise.sql

@@ -0,0 +1,9 @@
+CREATE TABLE "anotacao_anexos" (
+	"anotacao_id" uuid NOT NULL,
+	"anexo_id" uuid NOT NULL,
+	CONSTRAINT "anotacao_anexos_anotacao_id_anexo_id_pk" PRIMARY KEY("anotacao_id","anexo_id")
+);
+--> statement-breakpoint
+ALTER TABLE "anotacao_anexos" ADD CONSTRAINT "anotacao_anexos_anotacao_id_anotacoes_id_fk" FOREIGN KEY ("anotacao_id") REFERENCES "public"."anotacoes"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+ALTER TABLE "anotacao_anexos" ADD CONSTRAINT "anotacao_anexos_anexo_id_anexos_id_fk" FOREIGN KEY ("anexo_id") REFERENCES "public"."anexos"("id") ON DELETE cascade ON UPDATE no action;--> statement-breakpoint
+CREATE INDEX "anotacao_anexos_anexo_id_idx" ON "anotacao_anexos" USING btree ("anexo_id");

drizzle/0032_bumpy_spencer_smythe.sql

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

drizzle/meta/_journal.json

@@ -204,6 +204,27 @@
 			"when": 1777648189399,
 			"tag": "0029_friendly_spitfire",
 			"breakpoints": true
+		},
+		{
+			"idx": 30,
+			"version": "7",
+			"when": 1780150535055,
+			"tag": "0030_complete_umar",
+			"breakpoints": true
+		},
+		{
+			"idx": 31,
+			"version": "7",
+			"when": 1782051007412,
+			"tag": "0031_lame_cerise",
+			"breakpoints": true
+		},
+		{
+			"idx": 32,
+			"version": "7",
+			"when": 1782569103402,
+			"tag": "0032_bumpy_spencer_smythe",
+			"breakpoints": true
 		}
 	]
 }

package.json

@@ -1,6 +1,6 @@
 {
 	"name": "openmonetis",
-	"version": "2.7.0",
+	"version": "2.7.10",
 	"private": true,
 	"packageManager": "pnpm@11.1.3",
 	"scripts": {
@@ -31,32 +31,32 @@
 		"mockup": "tsx scripts/mock-data.ts"
 	},
 	"dependencies": {
-		"@ai-sdk/anthropic": "^3.0.79",
-		"@ai-sdk/google": "^3.0.79",
-		"@ai-sdk/openai": "^3.0.65",
-		"@ai-sdk/openai-compatible": "^2.0.48",
-		"@aws-sdk/client-s3": "^3.1050.0",
-		"@aws-sdk/s3-request-presigner": "^3.1050.0",
-		"@better-auth/passkey": "^1.6.11",
+		"@ai-sdk/anthropic": "^3.0.88",
+		"@ai-sdk/google": "^3.0.85",
+		"@ai-sdk/openai": "^3.0.76",
+		"@ai-sdk/openai-compatible": "^2.0.53",
+		"@aws-sdk/client-s3": "^3.1075.0",
+		"@aws-sdk/s3-request-presigner": "^3.1075.0",
+		"@better-auth/passkey": "^1.6.22",
 		"@dnd-kit/core": "^6.3.1",
 		"@dnd-kit/sortable": "^10.0.0",
 		"@dnd-kit/utilities": "^3.2.2",
-		"@openrouter/ai-sdk-provider": "^2.9.0",
+		"@openrouter/ai-sdk-provider": "^2.10.0",
 		"@radix-ui/react-alert-dialog": "1.1.15",
 		"@radix-ui/react-avatar": "1.1.11",
 		"@radix-ui/react-checkbox": "1.3.3",
 		"@radix-ui/react-collapsible": "1.1.12",
 		"@radix-ui/react-dialog": "1.1.15",
 		"@radix-ui/react-dropdown-menu": "2.1.16",
-		"@radix-ui/react-hover-card": "^1.1.15",
+		"@radix-ui/react-hover-card": "^1.1.17",
 		"@radix-ui/react-label": "2.1.8",
-		"@radix-ui/react-navigation-menu": "^1.2.14",
-		"@radix-ui/react-popover": "^1.1.15",
+		"@radix-ui/react-navigation-menu": "^1.2.16",
+		"@radix-ui/react-popover": "^1.1.17",
 		"@radix-ui/react-progress": "1.1.8",
-		"@radix-ui/react-radio-group": "^1.3.8",
+		"@radix-ui/react-radio-group": "^1.4.1",
 		"@radix-ui/react-select": "2.2.6",
 		"@radix-ui/react-separator": "1.1.8",
-		"@radix-ui/react-slider": "^1.3.6",
+		"@radix-ui/react-slider": "^1.4.1",
 		"@radix-ui/react-slot": "1.2.4",
 		"@radix-ui/react-switch": "1.2.6",
 		"@radix-ui/react-tabs": "1.1.13",
@@ -64,29 +64,29 @@
 		"@radix-ui/react-toggle-group": "1.1.11",
 		"@radix-ui/react-tooltip": "1.2.8",
 		"@remixicon/react": "4.9.0",
-		"@tanstack/react-query": "^5.100.14",
+		"@tanstack/react-query": "^5.101.1",
 		"@tanstack/react-table": "8.21.3",
-		"@tanstack/react-virtual": "^3.13.26",
-		"ai": "^6.0.191",
-		"better-auth": "1.6.11",
+		"@tanstack/react-virtual": "^3.14.4",
+		"ai": "^6.0.213",
+		"better-auth": "1.6.22",
 		"canvas-confetti": "^1.9.4",
 		"class-variance-authority": "0.7.1",
 		"clsx": "2.1.1",
 		"cmdk": "^1.1.1",
-		"date-fns": "^4.3.0",
+		"date-fns": "^4.4.0",
 		"drizzle-orm": "0.45.2",
 		"exceljs": "^4.4.0",
 		"jspdf": "^4.2.1",
 		"jspdf-autotable": "^5.0.8",
-		"next": "16.2.6",
+		"next": "16.2.7",
 		"next-themes": "0.4.6",
-		"pdfjs-dist": "^5.7.284",
+		"pdfjs-dist": "^6.0.227",
 		"pg": "8.21.0",
-		"react": "19.2.6",
+		"react": "19.2.7",
 		"react-day-picker": "^10.0.1",
-		"react-dom": "19.2.6",
+		"react-dom": "19.2.7",
 		"recharts": "3.8.1",
-		"resend": "^6.12.4",
+		"resend": "^6.16.0",
 		"sonner": "2.0.7",
 		"tailwind-merge": "3.6.0",
 		"tw-animate-css": "^1.4.0",
@@ -95,19 +95,19 @@
 		"zod": "4.4.3"
 	},
 	"devDependencies": {
-		"@biomejs/biome": "2.4.15",
+		"@biomejs/biome": "2.4.16",
 		"@tailwindcss/postcss": "4.3.0",
 		"@types/canvas-confetti": "^1.9.0",
 		"@types/node": "25.9.1",
 		"@types/pg": "^8.20.0",
-		"@types/react": "19.2.15",
+		"@types/react": "19.2.16",
 		"@types/react-dom": "19.2.3",
 		"babel-plugin-react-compiler": "^1.0.0",
 		"dotenv": "^17.4.2",
 		"drizzle-kit": "0.31.10",
-		"knip": "^6.14.2",
+		"knip": "^6.22.0",
 		"tailwindcss": "4.3.0",
-		"tsx": "4.22.3",
+		"tsx": "4.22.4",
 		"typescript": "6.0.3"
 	}
 }

pnpm-workspace.yaml

@@ -7,29 +7,7 @@ allowBuilds:
   sharp: true
   unrs-resolver: true
 
-minimumReleaseAgeExclude:
-  - '@aws-sdk/client-s3@3.1050.0'
-  - '@aws-sdk/s3-request-presigner@3.1050.0'
-  - '@types/node@25.9.1'
-  - '@types/react@19.2.15'
-  - '@aws-sdk/client-s3@3.1054.0'
-  - '@aws-sdk/core@3.974.14'
-  - '@aws-sdk/credential-provider-env@3.972.40'
-  - '@aws-sdk/credential-provider-http@3.972.42'
-  - '@aws-sdk/credential-provider-ini@3.972.44'
-  - '@aws-sdk/credential-provider-login@3.972.44'
-  - '@aws-sdk/credential-provider-node@3.972.45'
-  - '@aws-sdk/credential-provider-process@3.972.40'
-  - '@aws-sdk/credential-provider-sso@3.972.44'
-  - '@aws-sdk/credential-provider-web-identity@3.972.44'
-  - '@aws-sdk/middleware-bucket-endpoint@3.972.16'
-  - '@aws-sdk/middleware-flexible-checksums@3.974.22'
-  - '@aws-sdk/middleware-sdk-s3@3.972.43'
-  - '@aws-sdk/nested-clients@3.997.12'
-  - '@aws-sdk/s3-request-presigner@3.1054.0'
-  - '@aws-sdk/signature-v4-multi-region@3.996.29'
-  - '@aws-sdk/token-providers@3.1054.0'
-  - '@aws-sdk/xml-builder@3.972.26'
+minimumReleaseAge: 0
 
 overrides:
   defu: 6.1.7

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,
 });

public/images/logo_small.svg

@@ -1,3 +1 @@
-<svg xmlns="http://www.w3.org/2000/svg" width="200" height="200" viewBox="0 0 200 200" role="img" aria-label="OpenMonetis">
-  <path fill="#ff7733" d="M 77.66,165.64 L 37.77,141.54 L 63.30,108.72 L 27.13,97.44 L 46.81,50.77 L 77.66,63.08 L 81.91,30.26 L 126.40,29.23 L 126.06,33.85 L 122.87,67.69 L 158.51,50.77 L 178.19,90.26 L 140.96,104.62 L 162.23,127.18 L 132.98,162.56 L 103.19,131.79 Z"/>
-</svg>
+<svg xmlns="http://www.w3.org/2000/svg" width="200" height="200" aria-label="OpenMonetis" role="img" viewBox="0 0 200 200"><path fill="#f73" d="M 77.66,165.64 L 37.77,141.54 L 63.30,108.72 L 27.13,97.44 L 46.81,50.77 L 77.66,63.08 L 81.91,30.26 L 126.40,29.23 L 126.06,33.85 L 122.87,67.69 L 158.51,50.77 L 178.19,90.26 L 140.96,104.62 L 162.23,127.18 L 132.98,162.56 L 103.19,131.79 Z"/></svg>

public/providers/minimax.svg

@@ -1 +1 @@
-<svg height="1em" style="flex:none;line-height:1" viewBox="0 0 24 24" width="1em" xmlns="http://www.w3.org/2000/svg"><title>MiniMax</title><defs><linearGradient id="lobe-icons-minimax-gradient" x1="0%" x2="100.182%" y1="50.057%" y2="50.057%"><stop offset="0%" stop-color="#E2167E"/><stop offset="100%" stop-color="#FE603C"/></linearGradient></defs><path d="M16.278 2c1.156 0 2.093.927 2.093 2.07v12.501a.74.74 0 00.744.709.74.74 0 00.743-.709V9.099a2.06 2.06 0 012.071-2.049A2.06 2.06 0 0124 9.1v6.561a.649.649 0 01-.652.645.649.649 0 01-.653-.645V9.1a.762.762 0 00-.766-.758.762.762 0 00-.766.758v7.472a2.037 2.037 0 01-2.048 2.026 2.037 2.037 0 01-2.048-2.026v-12.5a.785.785 0 00-.788-.753.785.785 0 00-.789.752l-.001 15.904A2.037 2.037 0 0113.441 22a2.037 2.037 0 01-2.048-2.026V18.04c0-.356.292-.645.652-.645.36 0 .652.289.652.645v1.934c0 .263.142.506.372.638.23.131.514.131.744 0a.734.734 0 00.372-.638V4.07c0-1.143.937-2.07 2.093-2.07zm-5.674 0c1.156 0 2.093.927 2.093 2.07v11.523a.648.648 0 01-.652.645.648.648 0 01-.652-.645V4.07a.785.785 0 00-.789-.78.785.785 0 00-.789.78v14.013a2.06 2.06 0 01-2.07 2.048 2.06 2.06 0 01-2.071-2.048V9.1a.762.762 0 00-.766-.758.762.762 0 00-.766.758v3.8a2.06 2.06 0 01-2.071 2.049A2.06 2.06 0 010 12.9v-1.378c0-.357.292-.646.652-.646.36 0 .653.29.653.646V12.9c0 .418.343.757.766.757s.766-.339.766-.757V9.099a2.06 2.06 0 012.07-2.048 2.06 2.06 0 012.071 2.048v8.984c0 .419.343.758.767.758.423 0 .766-.339.766-.758V4.07c0-1.143.937-2.07 2.093-2.07z" fill="url(#lobe-icons-minimax-gradient)" fill-rule="nonzero"/></svg>
+<svg xmlns="http://www.w3.org/2000/svg" height="1em" style="flex:none;line-height:1" width="1em" viewBox="0 0 24 24"><title>MiniMax</title><defs><linearGradient id="lobe-icons-minimax-gradient" x1="0%" x2="100.182%" y1="50.057%" y2="50.057%"><stop offset="0%" stop-color="#E2167E"/><stop offset="100%" stop-color="#FE603C"/></linearGradient></defs><path fill="url(#lobe-icons-minimax-gradient)" fill-rule="nonzero" d="M16.278 2c1.156 0 2.093.927 2.093 2.07v12.501a.74.74 0 00.744.709.74.74 0 00.743-.709V9.099a2.06 2.06 0 012.071-2.049A2.06 2.06 0 0124 9.1v6.561a.649.649 0 01-.652.645.649.649 0 01-.653-.645V9.1a.762.762 0 00-.766-.758.762.762 0 00-.766.758v7.472a2.037 2.037 0 01-2.048 2.026 2.037 2.037 0 01-2.048-2.026v-12.5a.785.785 0 00-.788-.753.785.785 0 00-.789.752l-.001 15.904A2.037 2.037 0 0113.441 22a2.037 2.037 0 01-2.048-2.026V18.04c0-.356.292-.645.652-.645.36 0 .652.289.652.645v1.934c0 .263.142.506.372.638.23.131.514.131.744 0a.734.734 0 00.372-.638V4.07c0-1.143.937-2.07 2.093-2.07zm-5.674 0c1.156 0 2.093.927 2.093 2.07v11.523a.648.648 0 01-.652.645.648.648 0 01-.652-.645V4.07a.785.785 0 00-.789-.78.785.785 0 00-.789.78v14.013a2.06 2.06 0 01-2.07 2.048 2.06 2.06 0 01-2.071-2.048V9.1a.762.762 0 00-.766-.758.762.762 0 00-.766.758v3.8a2.06 2.06 0 01-2.071 2.049A2.06 2.06 0 010 12.9v-1.378c0-.357.292-.646.652-.646.36 0 .653.29.653.646V12.9c0 .418.343.757.766.757s.766-.339.766-.757V9.099a2.06 2.06 0 012.07-2.048 2.06 2.06 0 012.071 2.048v8.984c0 .419.343.758.767.758.423 0 .766-.339.766-.758V4.07c0-1.143.937-2.07 2.093-2.07z"/></svg>

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

@@ -109,6 +109,8 @@ export default async function Page({ params, searchParams }: PageProps) {
 		filters: searchFilters,
 		slugMaps,
 		accountId: account.id,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const transactionsPage = await fetchAccountTransactionsPage(

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

@@ -1,6 +1,6 @@
 import { connection } from "next/server";
 import { AttachmentsPage } from "@/features/attachments/components/attachments-page";
-import { fetchAttachmentsForPeriod } from "@/features/attachments/queries";
+import { fetchAttachmentsPageData } from "@/features/attachments/queries";
 import { getUserId } from "@/shared/lib/auth/server";
 import { parsePeriodParam } from "@/shared/utils/period";
 
@@ -26,11 +26,14 @@ export default async function Page({ searchParams }: PageProps) {
 	const periodoParam = getSingleParam(resolvedSearchParams, "periodo");
 	const { period } = parsePeriodParam(periodoParam);
 
-	const attachments = await fetchAttachmentsForPeriod(userId, period);
+	const data = await fetchAttachmentsPageData(userId, period);
 
 	return (
 		<main className="flex flex-col gap-6">
-			<AttachmentsPage attachments={attachments} />
+			<AttachmentsPage
+				attachments={data?.attachments ?? []}
+				adminPayerId={data?.adminPayerId ?? ""}
+			/>
 		</main>
 	);
 }

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

@@ -82,6 +82,8 @@ export default async function Page({ params, searchParams }: PageProps) {
 		filters: searchFilters,
 		slugMaps,
 		cardId: card.id,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const transactionRows = await fetchCardTransactions(filters);
@@ -136,6 +138,7 @@ export default async function Page({ params, searchParams }: PageProps) {
 		limitAvailable: limitAmount,
 		currentInvoiceAmount: 0,
 		currentInvoiceLabel: "",
+		currentInvoiceStatus: null,
 	};
 
 	const { totalAmount, invoiceStatus, paymentDate } = invoiceData;

src/app/(dashboard)/categories/[categoryId]/page.tsx

@@ -41,13 +41,17 @@ export default async function Page({ params, searchParams }: PageProps) {
 	const periodoParam = getSingleParam(resolvedSearchParams, "periodo");
 	const { period: selectedPeriod } = parsePeriodParam(periodoParam);
 
-	const [detail, filterSources, estabelecimentos, userPreferences] =
-		await Promise.all([
-			fetchCategoryDetails(userId, categoryId, selectedPeriod),
+	const [filterSources, estabelecimentos, userPreferences] = await Promise.all([
 		fetchTransactionFilterSources(userId),
 		fetchRecentEstablishments(userId),
 		fetchUserPreferences(userId),
 	]);
+	const detail = await fetchCategoryDetails(
+		userId,
+		categoryId,
+		selectedPeriod,
+		userPreferences?.hideAnticipatedInstallments ?? false,
+	);
 
 	if (!detail) {
 		notFound();

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 */}
+			<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>
+
+			<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-10 w-64 rounded-md bg-foreground/10" />
-					<Skeleton className="h-6 w-96 rounded-md bg-foreground/10" />
+									<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>
 
-				{/* 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" />
-								</div>
-								<Skeleton className="size-8 rounded-full bg-foreground/10" />
-							</div>
+								<div className="space-y-3">
 									<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-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>
+							</div>
+
+							<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 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>
+			</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,
@@ -13,17 +15,22 @@ 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}>
+			<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">
@@ -33,6 +40,7 @@ export default async function DashboardLayout({
 						</div>
 					</div>
 				</PrivacyProvider>
+			</AppPreferencesProvider>
 		</LogoDevProvider>
 	);
 }

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

@@ -1,16 +1,24 @@
 import { connection } from "next/server";
 import { NotesPage } from "@/features/notes/components/notes-page";
 import { fetchAllNotesForUser } from "@/features/notes/queries";
+import { fetchUserPreferences } from "@/features/settings/queries";
 import { getUserId } from "@/shared/lib/auth/server";
 
 export default async function Page() {
 	await connection();
 	const userId = await getUserId();
-	const { activeNotes, archivedNotes } = await fetchAllNotesForUser(userId);
+	const [{ activeNotes, archivedNotes }, preferences] = await Promise.all([
+		fetchAllNotesForUser(userId),
+		fetchUserPreferences(userId),
+	]);
 
 	return (
 		<main className="flex flex-col gap-6">
-			<NotesPage notes={activeNotes} archivedNotes={archivedNotes} />
+			<NotesPage
+				notes={activeNotes}
+				archivedNotes={archivedNotes}
+				attachmentMaxSizeMb={preferences?.attachmentMaxSizeMb ?? 50}
+			/>
 		</main>
 	);
 }

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

@@ -131,6 +131,7 @@ export default async function Page({ params, searchParams }: PageProps) {
 				...EMPTY_FILTERS,
 				searchFilter: allSearchFilters.searchFilter, // Permitir busca mesmo em modo read-only
 			};
+	const userPreferences = await fetchUserPreferences(userId);
 
 	let filterSources: Awaited<
 		ReturnType<typeof fetchTransactionFilterSources>
@@ -163,6 +164,8 @@ export default async function Page({ params, searchParams }: PageProps) {
 		filters: searchFilters,
 		slugMaps,
 		payerId: pagador.id,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const sharesPromise = canEdit
@@ -184,7 +187,6 @@ export default async function Page({ params, searchParams }: PageProps) {
 		shareRows,
 		currentUserShare,
 		estabelecimentos,
-		userPreferences,
 	] = await Promise.all([
 		fetchPayerTransactions(filters),
 		fetchPayerMonthlyBreakdown({
@@ -220,7 +222,6 @@ export default async function Page({ params, searchParams }: PageProps) {
 		sharesPromise,
 		currentUserSharePromise,
 		fetchRecentEstablishments(userId),
-		fetchUserPreferences(userId),
 	]);
 
 	const mappedTransactions = mapTransactionsData(transactionRows);

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 +82,12 @@ export default async function Page() {
 									userPreferences?.transactionsColumnOrder ?? null
 								}
 								attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
+								showTransactionSummary={
+									userPreferences?.showTransactionSummary ?? true
+								}
+								hideAnticipatedInstallments={
+									userPreferences?.hideAnticipatedInstallments ?? false
+								}
 							/>
 						</div>
 					</Card>

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

@@ -53,6 +53,8 @@ export default async function Page({ searchParams }: PageProps) {
 		period: selectedPeriod,
 		filters: searchFilters,
 		slugMaps,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const [transactionsPage, estabelecimentos] = await Promise.all([

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

@@ -38,7 +38,7 @@ export const metadata: Metadata = {
 		description: DESCRIPTION,
 		images: [
 			{
-				url: "/images/dashboard-preview-light.webp",
+				url: "/images/dashboard-preview-light.png",
 				width: 1920,
 				height: 1080,
 				alt: "OpenMonetis — Dashboard de finanças pessoais",
@@ -49,7 +49,7 @@ export const metadata: Metadata = {
 		card: "summary_large_image",
 		title: TITLE,
 		description: DESCRIPTION,
-		images: ["/images/dashboard-preview-light.webp"],
+		images: ["/images/dashboard-preview-light.png"],
 	},
 	robots: {
 		index: true,

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

@@ -4,7 +4,7 @@
 @custom-variant dark (&:is(.dark *));
 
 @theme {
-  --spacing-custom-height-card: 29rem;
+  --spacing-custom-height-card: 30rem;
   --spacing-8xl: 90rem;
 }
 
@@ -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(29.675% 0.01144 67.3);
   --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 +154,12 @@ 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),
+	hideAnticipatedInstallments: boolean("ocultar_parcelas_antecipadas")
+		.notNull()
+		.default(false),
 	dashboardWidgets: jsonb("dashboard_widgets").$type<{
 		order: string[];
 		hidden: string[];
@@ -495,7 +501,7 @@ 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 }),
 
@@ -844,11 +850,12 @@ export const budgetsRelations = relations(budgets, ({ one }) => ({
 	}),
 }));
 
-export const notesRelations = relations(notes, ({ one }) => ({
+export const notesRelations = relations(notes, ({ one, many }) => ({
 	user: one(user, {
 		fields: [notes.userId],
 		references: [user.id],
 	}),
+	noteAttachments: many(noteAttachments),
 }));
 
 export const savedInsightsRelations = relations(savedInsights, ({ one }) => ({
@@ -969,6 +976,24 @@ export const transactionAttachments = pgTable(
 	}),
 );
 
+export const noteAttachments = pgTable(
+	"anotacao_anexos",
+	{
+		noteId: uuid("anotacao_id")
+			.notNull()
+			.references(() => notes.id, { onDelete: "cascade" }),
+		attachmentId: uuid("anexo_id")
+			.notNull()
+			.references(() => attachments.id, { onDelete: "cascade" }),
+	},
+	(table) => ({
+		pk: primaryKey({ columns: [table.noteId, table.attachmentId] }),
+		attachmentIdIdx: index("anotacao_anexos_anexo_id_idx").on(
+			table.attachmentId,
+		),
+	}),
+);
+
 export const importCategoryMappings = pgTable(
 	"import_category_mappings",
 	{
@@ -1041,6 +1066,7 @@ export const attachmentsRelations = relations(attachments, ({ one, many }) => ({
 		references: [user.id],
 	}),
 	transactionAttachments: many(transactionAttachments),
+	noteAttachments: many(noteAttachments),
 }));
 
 export const transactionAttachmentsRelations = relations(
@@ -1057,8 +1083,23 @@ export const transactionAttachmentsRelations = relations(
 	}),
 );
 
+export const noteAttachmentsRelations = relations(
+	noteAttachments,
+	({ one }) => ({
+		note: one(notes, {
+			fields: [noteAttachments.noteId],
+			references: [notes.id],
+		}),
+		attachment: one(attachments, {
+			fields: [noteAttachments.attachmentId],
+			references: [attachments.id],
+		}),
+	}),
+);
+
 export type Attachment = typeof attachments.$inferSelect;
 export type TransactionAttachment = typeof transactionAttachments.$inferSelect;
+export type NoteAttachment = typeof noteAttachments.$inferSelect;
 
 export const establishmentLogosRelations = relations(
 	establishmentLogos,

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

@@ -1,6 +1,6 @@
 "use client";
 
-import { RiInformationLine } from "@remixicon/react";
+import { RiBankLine, RiInformationLine } from "@remixicon/react";
 import Image from "next/image";
 import type { ReactNode } from "react";
 import MoneyValues from "@/shared/components/money-values";
@@ -52,28 +52,32 @@ export function AccountStatementCard({
 	const resultado = totalIncomes - totalExpenses;
 
 	return (
-		<Card className="gap-0 py-0">
+		<Card className="gap-0 py-0 space-y-2">
 			<CardContent className="px-4 py-4 sm:px-5 sm:py-5">
 				<div className="flex flex-col gap-4">
 					{/* Linha 1 — identidade */}
-					<div className="flex items-center justify-between gap-3">
-						<div className="flex min-w-0 items-center gap-3">
+					<div className="flex flex-col gap-4 sm:flex-row sm:items-start sm:justify-between">
+						<div className="flex min-w-0 items-start gap-3">
 							{logoPath ? (
 								<div className="flex size-12 shrink-0 items-center justify-center overflow-hidden rounded-full">
 									<Image
 										src={logoPath}
 										alt={`Logo ${accountName}`}
-										width={42}
-										height={42}
+										width={48}
+										height={48}
 										className="h-full w-full object-contain"
 									/>
 								</div>
-							) : null}
-							<div className="min-w-0">
-								<h2 className="truncate text-sm font-semibold text-foreground">
+							) : (
+								<span className="flex size-12 shrink-0 items-center justify-center rounded-full border bg-card text-primary">
+									<RiBankLine className="size-5" aria-hidden />
+								</span>
+							)}
+							<div className="min-w-0 space-y-1">
+								<h2 className="truncate text-xl font-semibold text-foreground sm:text-2xl">
 									{accountName}
 								</h2>
-								<p className="text-xs text-muted-foreground">
+								<p className="text-sm leading-relaxed text-muted-foreground">
 									Extrato de {periodLabel}
 								</p>
 							</div>
@@ -82,7 +86,7 @@ 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/attachments/components/attachment-grid-item.tsx

@@ -32,7 +32,7 @@ function PdfCanvas({ url }: PdfCanvasProps) {
 
 			let pdf: Awaited<ReturnType<typeof pdfjsLib.getDocument>["promise"]>;
 			try {
-				pdf = await pdfjsLib.getDocument(url).promise;
+				pdf = await pdfjsLib.getDocument({ url }).promise;
 			} catch (err) {
 				if ((err as { name?: string }).name === "PasswordException") {
 					if (!cancelled) setLocked(true);
@@ -162,9 +162,15 @@ export function AttachmentGridItem({
 				</div>
 
 				{/* Data */}
-				<span className="text-xs text-muted-foreground">
+				<div className="flex min-w-0 items-center gap-1 text-xs text-muted-foreground">
+					<span className="shrink-0">
 						{formatDate(attachment.purchaseDate)}
 					</span>
+					<span aria-hidden>·</span>
+					<span className="truncate" title={attachment.payerName}>
+						{attachment.payerName}
+					</span>
+				</div>
 
 				{/* Transação e Valor */}
 				<div className="flex items-start justify-between gap-2">

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

@@ -4,6 +4,8 @@ import {
 	RiAttachmentLine,
 	RiFilePdf2Line,
 	RiImageLine,
+	RiUserLine,
+	RiVerifiedBadgeFill,
 } from "@remixicon/react";
 import { useRouter } from "next/navigation";
 import type React from "react";
@@ -17,9 +19,17 @@ import type { TransactionDialogOptions } from "@/features/transactions/actions/f
 import { fetchTransactionDialogOptionsAction } from "@/features/transactions/actions/fetch-dialog-options";
 import { TransactionDetailsDialog } from "@/features/transactions/components/dialogs/transaction-details-dialog";
 import { TransactionDialog } from "@/features/transactions/components/dialogs/transaction-dialog/transaction-dialog";
+import { PayerSelectContent } from "@/features/transactions/components/select-items";
 import type { TransactionItem } from "@/features/transactions/components/types";
 import { EmptyState } from "@/shared/components/feedback/empty-state";
 import { Card, CardContent } from "@/shared/components/ui/card";
+import {
+	Select,
+	SelectContent,
+	SelectItem,
+	SelectTrigger,
+	SelectValue,
+} from "@/shared/components/ui/select";
 import { cn } from "@/shared/utils/ui";
 
 type FilterType = "all" | "images" | "pdfs";
@@ -73,11 +83,18 @@ const FILTERS: {
 
 interface AttachmentsPageProps {
 	attachments: AttachmentForPeriod[];
+	adminPayerId: string;
 }
 
-export function AttachmentsPage({ attachments }: AttachmentsPageProps) {
+const ALL_PAYERS = "all";
+
+export function AttachmentsPage({
+	attachments,
+	adminPayerId,
+}: AttachmentsPageProps) {
 	const router = useRouter();
 	const [filter, setFilter] = useState<FilterType>("all");
+	const [payerFilter, setPayerFilter] = useState(adminPayerId);
 	const [selectedIndex, setSelectedIndex] = useState(-1);
 	const [transactionDetails, setTransactionDetails] =
 		useState<TransactionItem | null>(null);
@@ -93,21 +110,44 @@ export function AttachmentsPage({ attachments }: AttachmentsPageProps) {
 	const [dialogOptions, setDialogOptions] =
 		useState<TransactionDialogOptions | null>(null);
 
-	const filteredAttachments = attachments.filter((a) => {
+	const payerOptions = Array.from(
+		new Map(
+			attachments.map((attachment) => [
+				attachment.payerId,
+				{
+					value: attachment.payerId,
+					label: attachment.payerName,
+					avatarUrl: attachment.payerAvatarUrl,
+				},
+			]),
+		).values(),
+	).sort((a, b) =>
+		a.label.localeCompare(b.label, "pt-BR", { sensitivity: "base" }),
+	);
+
+	const payerAttachments = attachments.filter(
+		(attachment) =>
+			payerFilter === ALL_PAYERS || attachment.payerId === payerFilter,
+	);
+	const selectedPayer = payerOptions.find(
+		(option) => option.value === payerFilter,
+	);
+
+	const filteredAttachments = payerAttachments.filter((a) => {
 		if (filter === "images") return a.mimeType.startsWith("image/");
 		if (filter === "pdfs") return a.mimeType === "application/pdf";
 		return true;
 	});
 
-	const imageCount = attachments.filter((a) =>
+	const imageCount = payerAttachments.filter((a) =>
 		a.mimeType.startsWith("image/"),
 	).length;
-	const pdfCount = attachments.filter(
+	const pdfCount = payerAttachments.filter(
 		(a) => a.mimeType === "application/pdf",
 	).length;
 
 	const counts: Record<FilterType, number> = {
-		all: attachments.length,
+		all: payerAttachments.length,
 		images: imageCount,
 		pdfs: pdfCount,
 	};
@@ -161,6 +201,67 @@ export function AttachmentsPage({ attachments }: AttachmentsPageProps) {
 									{filter !== "all" &&
 										` · ${FILTERS.find((f) => f.value === filter)?.label.toLowerCase()}`}
 								</p>
+								<div className="flex w-full flex-wrap items-center justify-end gap-2 sm:w-auto">
+									<Select
+										value={payerFilter}
+										onValueChange={(value) => {
+											setPayerFilter(value);
+											setSelectedIndex(-1);
+										}}
+									>
+										<SelectTrigger
+											size="sm"
+											className="min-w-44 flex-1 sm:flex-none"
+										>
+											<SelectValue placeholder="Pessoa">
+												{payerFilter === ALL_PAYERS ? (
+													<span className="flex items-center gap-2">
+														<RiUserLine className="size-4" />
+														Todas as pessoas
+													</span>
+												) : selectedPayer ? (
+													<span className="flex items-center gap-1.5">
+														<PayerSelectContent
+															label={selectedPayer.label}
+															avatarUrl={selectedPayer.avatarUrl}
+														/>
+														{selectedPayer.value === adminPayerId && (
+															<RiVerifiedBadgeFill
+																className="size-4 text-blue-500"
+																aria-label="Pessoa principal"
+															/>
+														)}
+													</span>
+												) : null}
+											</SelectValue>
+										</SelectTrigger>
+										<SelectContent align="end">
+											<SelectItem value={ALL_PAYERS}>
+												<span className="flex items-center gap-2">
+													<span className="flex size-6 items-center justify-center rounded-full bg-muted">
+														<RiUserLine className="size-3.5" />
+													</span>
+													Todas as pessoas
+												</span>
+											</SelectItem>
+											{payerOptions.map((option) => (
+												<SelectItem key={option.value} value={option.value}>
+													<span className="flex items-center gap-1.5">
+														<PayerSelectContent
+															label={option.label}
+															avatarUrl={option.avatarUrl}
+														/>
+														{option.value === adminPayerId && (
+															<RiVerifiedBadgeFill
+																className="size-4 text-blue-500"
+																aria-label="Pessoa principal"
+															/>
+														)}
+													</span>
+												</SelectItem>
+											))}
+										</SelectContent>
+									</Select>
 									<div className="flex items-center gap-1 rounded-lg border p-1">
 										{FILTERS.map(({ value, label, icon }) => (
 											<button
@@ -193,13 +294,18 @@ export function AttachmentsPage({ attachments }: AttachmentsPageProps) {
 										))}
 									</div>
 								</div>
+							</div>
 
 							{filteredAttachments.length === 0 ? (
 								<div className="flex w-full items-center justify-center py-12">
 									<EmptyState
 										media={<RiAttachmentLine className="size-6 text-primary" />}
 										title="Nenhum anexo encontrado"
-										description="Não há anexos do tipo selecionado neste mês."
+										description={
+											payerAttachments.length === 0
+												? "Não há anexos desta pessoa neste mês."
+												: "Não há anexos do tipo selecionado neste mês."
+										}
 									/>
 								</div>
 							) : (

src/features/attachments/queries.ts

@@ -3,6 +3,7 @@ import { cacheLife, cacheTag } from "next/cache";
 import {
 	attachments,
 	categories,
+	payers,
 	transactionAttachments,
 	transactions,
 } from "@/db/schema";
@@ -21,11 +22,20 @@ export type AttachmentForPeriod = {
 	purchaseDate: Date;
 	categoryName: string | null;
 	categoryIcon: string | null;
+	payerId: string;
+	payerName: string;
+	payerAvatarUrl: string | null;
+};
+
+export type AttachmentsPageData = {
+	attachments: AttachmentForPeriod[];
+	adminPayerId: string;
 };
 
 export async function fetchAttachmentsForPeriod(
 	userId: string,
 	period: string,
+	payerScope?: string | "all",
 ): Promise<AttachmentForPeriod[]> {
 	"use cache";
 	cacheTag(`dashboard-${userId}`);
@@ -33,8 +43,9 @@ export async function fetchAttachmentsForPeriod(
 
 	const adminPayerId = await getAdminPayerId(userId);
 	if (!adminPayerId) return [];
+	const payerId = payerScope ?? adminPayerId;
 
-	return db
+	const rows = await db
 		.select({
 			attachmentId: attachments.id,
 			fileName: attachments.fileName,
@@ -47,6 +58,9 @@ export async function fetchAttachmentsForPeriod(
 			purchaseDate: transactions.purchaseDate,
 			categoryName: categories.name,
 			categoryIcon: categories.icon,
+			payerId: payers.id,
+			payerName: payers.name,
+			payerAvatarUrl: payers.avatarUrl,
 		})
 		.from(transactionAttachments)
 		.innerJoin(
@@ -61,10 +75,32 @@ export async function fetchAttachmentsForPeriod(
 			and(
 				eq(transactionAttachments.transactionId, transactions.id),
 				eq(transactions.userId, userId),
-				eq(transactions.payerId, adminPayerId),
 				eq(transactions.period, period),
+				payerId === "all" ? undefined : eq(transactions.payerId, payerId),
+			),
+		)
+		.innerJoin(
+			payers,
+			and(eq(transactions.payerId, payers.id), eq(payers.userId, userId)),
+		)
+		.leftJoin(
+			categories,
+			and(
+				eq(transactions.categoryId, categories.id),
+				eq(categories.userId, userId),
 			),
 		)
-		.leftJoin(categories, eq(transactions.categoryId, categories.id))
 		.orderBy(desc(transactions.purchaseDate), desc(attachments.id));
+
+	return rows;
+}
+
+export async function fetchAttachmentsPageData(
+	userId: string,
+	period: string,
+): Promise<AttachmentsPageData | null> {
+	const adminPayerId = await getAdminPayerId(userId);
+	if (!adminPayerId) return null;
+	const rows = await fetchAttachmentsForPeriod(userId, period, "all");
+	return { attachments: rows, adminPayerId };
 }

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/cards/components/card-item.tsx

@@ -10,6 +10,7 @@ import {
 } from "@remixicon/react";
 import Image from "next/image";
 import MoneyValues from "@/shared/components/money-values";
+import { Badge } from "@/shared/components/ui/badge";
 import {
 	Card,
 	CardContent,
@@ -23,6 +24,10 @@ import {
 	TooltipTrigger,
 } from "@/shared/components/ui/tooltip";
 import { resolveCardBrandAsset } from "@/shared/lib/cards/brand-assets";
+import {
+	INVOICE_PAYMENT_STATUS,
+	type InvoicePaymentStatus,
+} from "@/shared/lib/invoices";
 import { resolveLogoSrc } from "@/shared/lib/logo";
 import { cn } from "@/shared/utils/ui";
 
@@ -37,6 +42,7 @@ interface CardItemProps {
 	limitAvailable?: number;
 	currentInvoiceAmount: number;
 	currentInvoiceLabel: string;
+	currentInvoiceStatus: InvoicePaymentStatus | null;
 	accountName: string;
 	logo?: string | null;
 	note?: string | null;
@@ -58,6 +64,7 @@ export function CardItem({
 	limitAvailable,
 	currentInvoiceAmount,
 	currentInvoiceLabel,
+	currentInvoiceStatus,
 	accountName: _accountName,
 	logo,
 	note,
@@ -80,6 +87,8 @@ export function CardItem({
 	const logoPath = resolveLogoSrc(logo);
 	const brandAsset = resolveCardBrandAsset(brand);
 	const isInactive = status?.toLowerCase() === "inativo";
+	const isCurrentInvoicePaid =
+		currentInvoiceStatus === INVOICE_PAYMENT_STATUS.PAID;
 
 	return (
 		<Card className="flex flex-col p-6 w-full">
@@ -175,10 +184,17 @@ export function CardItem({
 					<span className="text-xs text-muted-foreground">
 						{currentInvoiceLabel}
 					</span>
+					<div className="flex flex-wrap items-center gap-2">
 						<MoneyValues
 							amount={currentInvoiceAmount}
 							className="text-xl font-semibold text-info"
 						/>
+						{isCurrentInvoicePaid ? (
+							<Badge variant="success" className="text-xs">
+								Paga
+							</Badge>
+						) : null}
+					</div>
 				</div>
 
 				<div className="flex gap-2 justify-between w-full">

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

@@ -144,6 +144,7 @@ export function CardsPage({
 						limitAvailable={card.limitAvailable ?? card.limit ?? null}
 						currentInvoiceAmount={card.currentInvoiceAmount}
 						currentInvoiceLabel={card.currentInvoiceLabel}
+						currentInvoiceStatus={card.currentInvoiceStatus}
 						accountName={card.accountName}
 						logo={card.logo}
 						note={card.note}

src/features/cards/components/types.ts

@@ -1,3 +1,5 @@
+import type { InvoicePaymentStatus } from "@/shared/lib/invoices";
+
 export type Card = {
 	id: string;
 	name: string;
@@ -14,6 +16,7 @@ export type Card = {
 	limitAvailable: number;
 	currentInvoiceAmount: number;
 	currentInvoiceLabel: string;
+	currentInvoiceStatus: InvoicePaymentStatus | null;
 };
 
 export type CardFormValues = {

src/features/cards/queries.ts

@@ -11,7 +11,11 @@ import {
 } from "drizzle-orm";
 import { cards, financialAccounts, invoices, transactions } from "@/db/schema";
 import { db } from "@/shared/lib/db";
-import { INVOICE_PAYMENT_STATUS } from "@/shared/lib/invoices";
+import {
+	INVOICE_PAYMENT_STATUS,
+	INVOICE_STATUS_VALUES,
+	type InvoicePaymentStatus,
+} from "@/shared/lib/invoices";
 import { loadLogoOptions } from "@/shared/lib/logo/options";
 import {
 	formatPeriodMonthShort,
@@ -33,6 +37,7 @@ type CardData = {
 	limitAvailable: number;
 	currentInvoiceAmount: number;
 	currentInvoiceLabel: string;
+	currentInvoiceStatus: InvoicePaymentStatus | null;
 	accountId: string;
 	accountName: string;
 };
@@ -48,6 +53,12 @@ function formatCurrentInvoiceLabel(period: string) {
 	return `Fatura ${formatPeriodMonthShort(period)}. ${year}`;
 }
 
+function parseInvoiceStatus(value: unknown): InvoicePaymentStatus | null {
+	return INVOICE_STATUS_VALUES.includes(value as InvoicePaymentStatus)
+		? (value as InvoicePaymentStatus)
+		: null;
+}
+
 async function fetchCardsByStatus(
 	userId: string,
 	archived: boolean,
@@ -58,8 +69,14 @@ async function fetchCardsByStatus(
 }> {
 	const currentPeriod = getCurrentPeriod();
 	const currentInvoiceLabel = formatCurrentInvoiceLabel(currentPeriod);
-	const [cardRows, accountRows, logoOptions, usageRows, invoiceRows] =
-		await Promise.all([
+	const [
+		cardRows,
+		accountRows,
+		logoOptions,
+		usageRows,
+		invoiceRows,
+		invoiceStatusRows,
+	] = await Promise.all([
 		db.query.cards.findMany({
 			orderBy: (table, { desc }) => [desc(table.name)],
 			where: and(
@@ -130,6 +147,15 @@ async function fetchCardsByStatus(
 				),
 			)
 			.groupBy(transactions.cardId),
+		db
+			.select({
+				cardId: invoices.cardId,
+				paymentStatus: invoices.paymentStatus,
+			})
+			.from(invoices)
+			.where(
+				and(eq(invoices.userId, userId), eq(invoices.period, currentPeriod)),
+			),
 	]);
 
 	const usageMap = new Map<string, number>();
@@ -144,6 +170,13 @@ async function fetchCardsByStatus(
 			invoiceMap.set(row.cardId, Math.abs(Number(row.total ?? 0)));
 		},
 	);
+	const invoiceStatusMap = new Map<string, InvoicePaymentStatus>();
+	invoiceStatusRows.forEach((row) => {
+		if (!row.cardId) return;
+		const status = parseInvoiceStatus(row.paymentStatus);
+		if (!status) return;
+		invoiceStatusMap.set(row.cardId, status);
+	});
 
 	const cardList = cardRows.map((card) => ({
 		id: card.id,
@@ -166,6 +199,7 @@ async function fetchCardsByStatus(
 		})(),
 		currentInvoiceAmount: invoiceMap.get(card.id) ?? 0,
 		currentInvoiceLabel,
+		currentInvoiceStatus: invoiceStatusMap.get(card.id) ?? null,
 		accountId: card.accountId,
 		accountName:
 			(card.financialAccount as { name?: string } | null)?.name ??

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/categories/category-details-queries.ts

@@ -36,6 +36,7 @@ export async function fetchCategoryDetails(
 	userId: string,
 	categoryId: string,
 	period: string,
+	hideAnticipatedInstallments = false,
 ): Promise<CategoryDetailData | null> {
 	const category = await db.query.categories.findFirst({
 		where: and(eq(categories.userId, userId), eq(categories.id, categoryId)),
@@ -63,6 +64,14 @@ export async function fetchCategoryDetails(
 					eq(transactions.transactionType, transactionType),
 					eq(transactions.period, period),
 					eq(transactions.payerId, adminPayerId),
+					...(hideAnticipatedInstallments
+						? [
+								or(
+									isNull(transactions.isAnticipated),
+									eq(transactions.isAnticipated, false),
+								),
+							]
+						: []),
 					...(isInvoiceCategory ? [] : [sanitizedNote]),
 				),
 				with: {

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

@@ -1,11 +1,14 @@
-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 { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
 import { Button } from "@/shared/components/ui/button";
@@ -36,40 +39,36 @@ 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);
 
 	return (
-		<li className="flex items-center justify-between transition-all duration-300 py-1.5">
-			<div className="flex min-w-0 flex-1 items-center gap-2 py-0.5">
+		<li className={styles.row}>
+			<div className={styles.main}>
 				<EstablishmentLogo name={bill.name} size={37} />
 
-				<div className="min-w-0">
-					<Link
-						href={href}
-						className="inline-flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
-					>
+				<div className={styles.textStack}>
+					<Link href={href} className={styles.titleLink}>
 						<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">
+					<div className={styles.meta}>
 						{statusLabel ? (
 							statusTooltipLabel ? (
 								<Tooltip>
 									<TooltipTrigger asChild>
 										<span
 											className={cn(
-												"cursor-help rounded-full py-0.5",
+												"cursor-help",
 												bill.isSettled && "text-success font-semibold",
+												overdue && "text-destructive font-semibold",
 											)}
 										>
-											{statusLabel}
+											{overdueLabel ?? statusLabel}
 										</span>
 									</TooltipTrigger>
 									<TooltipContent side="top">
@@ -79,11 +78,11 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 							) : (
 								<span
 									className={cn(
-										"rounded-full py-0.5",
 										bill.isSettled && "text-success font-semibold",
+										overdue && "text-destructive font-semibold",
 									)}
 								>
-									{statusLabel}
+									{overdueLabel ?? statusLabel}
 								</span>
 							)
 						) : null}
@@ -91,31 +90,37 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 				</div>
 			</div>
 
-			<div className="flex shrink-0 flex-col items-end">
-				<MoneyValues className="font-medium" amount={bill.amount} />
+			<div className={styles.trailing}>
+				<MoneyValues className={styles.trailingValue} amount={bill.amount} />
+				{bill.isSettled ? (
+					<span className={`${styles.trailingMeta} text-success`}>
+						<RiCheckboxCircleFill className="size-3.5" />{" "}
+						{income ? "Recebido" : "Pago"}
+					</span>
+				) : (
 					<Button
 						type="button"
 						size="sm"
 						variant="link"
-					className="h-auto p-0 disabled:opacity-100"
-					disabled={bill.isSettled}
+						className={styles.actionButton}
 						onClick={() => onPay(bill.id)}
 					>
-					{bill.isSettled ? (
-						<span className="flex items-center gap-0.5 text-success">
-							<RiCheckboxCircleFill className="size-3.5" /> Pago
-						</span>
-					) : overdue ? (
+						{overdue ? (
 							<span className="overdue-blink">
 								<span className="overdue-blink-primary text-destructive">
-								Atrasado
+									{income ? "Atrasada" : "Atrasado"}
 								</span>
-							<span className="overdue-blink-secondary">Pagar</span>
+								<span className="overdue-blink-secondary">
+									{income ? "Receber" : "Pagar"}
 								</span>
+							</span>
+						) : 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>
 
 			<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

@@ -1,6 +1,6 @@
-import { RiExternalLinkLine } from "@remixicon/react";
 import Link from "next/link";
 import type { DashboardCategoryBreakdownItem } from "@/features/dashboard/categories/category-breakdown-helpers";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
 import { CategoryIconBadge } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
@@ -11,13 +11,14 @@ 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 +32,9 @@ 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 &&
@@ -44,26 +46,23 @@ export function CategoryBreakdownListItem({
 
 	return (
 		<div>
-			<div className="flex items-center justify-between gap-3 transition-all duration-300 py-2">
-				<div className="flex min-w-0 flex-1 items-center gap-2">
+			<div className={styles.row}>
+				<span className={styles.rank}>{position}</span>
+				<div className={styles.main}>
 					<CategoryIconBadge
 						icon={category.categoryIcon}
 						name={category.categoryName}
 					/>
-					<div className="min-w-0 flex-1">
+					<div className={styles.textStack}>
 						<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={styles.titleLink}
 							>
 								<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">
+						<div className={styles.meta}>
 							<span>
 								{formatPercentage(
 									category.percentageOfTotal,
@@ -71,15 +70,14 @@ export function CategoryBreakdownListItem({
 								)}{" "}
 								da {config.shareLabel}
 							</span>
+						</div>
 						{hasBudget && category.budgetUsedPercentage !== null ? (
-								<>
-									<span aria-hidden>·</span>
-									<span
-										className={`flex items-center gap-1 ${budgetExceeded ? "text-destructive" : "text-info"}`}
+							<div
+								className={`mt-0.5 text-xs ${budgetExceeded ? "text-destructive" : "text-info"}`}
 							>
 								{budgetExceeded ? (
 									<>
-												Excedeu{" "}
+										Limite excedido em{" "}
 										<span className="font-medium">
 											{formatCurrency(exceededAmount)}
 										</span>
@@ -90,37 +88,32 @@ export function CategoryBreakdownListItem({
 											category.budgetUsedPercentage,
 											config.percentageDigits,
 										)}{" "}
-												do limite
-												{config.includeBudgetAmount &&
-												category.budgetAmount !== null
-													? ` ${formatCurrency(category.budgetAmount)}`
-													: ""}
+										do limite utilizado
 									</>
 								)}
-									</span>
-								</>
+							</div>
 						) : null}
 					</div>
 				</div>
-				</div>
 
-				<div className="flex shrink-0 flex-col items-end gap-0.5">
+				<div className={styles.trailing}>
 					<MoneyValues
-						className="text-foreground font-medium"
+						className={styles.trailingValue}
 						amount={category.currentAmount}
 					/>
+					{category.percentageChange !== null ? (
+						<span className={`${styles.trailingMeta} text-muted-foreground`}>
 							<PercentageChangeIndicator
 								value={category.percentageChange}
-						label={
-							category.percentageChange !== null
-								? formatPercentage(
+								label={formatPercentage(
 									category.percentageChange,
 									config.percentageDigits,
-									)
-								: undefined
-						}
+								)}
 								positiveTrend={config.positiveTrend}
 							/>
+							<span>vs. mês ant.</span>
+						</span>
+					) : null}
 				</div>
 			</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,
 				}) => {
@@ -143,10 +157,14 @@ 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">
+								<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}
@@ -156,6 +174,16 @@ export function DashboardMetricsCards({ metrics }: DashboardMetricsCardsProps) {
 											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/dashboard-widget-list-styles.ts

@@ -0,0 +1,15 @@
+export const dashboardWidgetListStyles = {
+	row: "flex min-h-[3.25rem] items-center justify-between gap-2 py-1.5 transition-all duration-300",
+	main: "flex min-w-0 flex-1 items-center gap-2",
+	textStack: "min-w-0 flex-1 space-y-0.5",
+	title: "truncate text-sm font-medium leading-5 text-foreground",
+	titleLink:
+		"inline-flex max-w-full items-center gap-1 text-sm font-medium leading-5 text-foreground underline-offset-2 hover:text-primary hover:underline",
+	meta: "flex min-h-4 flex-wrap items-center gap-x-2 gap-y-0.5 text-xs leading-4 text-muted-foreground",
+	rank: "w-3 shrink-0 text-left text-xs font-medium leading-4 text-muted-foreground",
+	trailing:
+		"flex min-w-[5.75rem] shrink-0 flex-col items-end gap-0.5 text-right",
+	trailingValue: "font-medium leading-5",
+	trailingMeta: "flex h-5 items-center gap-0.5 text-xs font-medium leading-4",
+	actionButton: "-mr-1 h-5 px-1 py-0 text-xs leading-4",
+};

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

@@ -1,5 +1,6 @@
 import { RiPencilLine } from "@remixicon/react";
-import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
+import Link from "next/link";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import {
 	clampGoalProgress,
 	formatGoalProgressPercentage,
@@ -9,24 +10,28 @@ 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-1.5 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 +40,70 @@ export function GoalProgressItem({
 						size="md"
 					/>
 					<div className="min-w-0 flex-1">
-						<p className="truncate text-sm font-medium text-foreground">
+						{item.categoryId ? (
+							<Link
+								href={`/categories/${item.categoryId}?periodo=${formatPeriodForUrl(item.period)}`}
+								className={`${styles.title} block underline-offset-2 hover:text-primary hover:underline`}
+							>
 								{item.categoryName}
-						</p>
-						<p className="mt-0.5 text-xs text-muted-foreground">
+							</Link>
+						) : (
+							<p className={styles.title}>{item.categoryName}</p>
+						)}
+						<p className="mt-0.5 text-xs leading-4 text-muted-foreground">
 							<MoneyValues className="font-medium" amount={item.spentAmount} />{" "}
 							de{" "}
 							<MoneyValues className="font-medium" amount={item.budgetAmount} />
-							<PercentageChangeIndicator
-								value={percentageDelta}
-								label={formatGoalProgressPercentage(percentageDelta, true)}
-								positiveTrend="down"
-								className="ml-1.5 align-middle"
-							/>
+							<span aria-hidden> · </span>
+							<span
+								className={cn(
+									"font-medium",
+									isExceeded && "text-destructive",
+									isCritical && "text-warning",
+								)}
+							>
+								{isExceeded ? (
+									<>
+										<MoneyValues amount={exceededAmount} /> acima do limite
+									</>
+								) : (
+									`${usedPercentageLabel} utilizado`
+								)}
+							</span>
 						</p>
 					</div>
 				</div>
 
-				<div className="flex shrink-0 items-center gap-2">
+				<Tooltip>
+					<TooltipTrigger asChild>
 						<Button
 							type="button"
-						variant="link"
+							variant="ghost"
 							size="icon-sm"
-						className="transition-opacity text-primary hover:opacity-80"
+							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 ${item.categoryName}`}
 						>
 							<RiPencilLine className="size-3.5" />
 						</Button>
-				</div>
+					</TooltipTrigger>
+					<TooltipContent side="top">Atualizar orçamento</TooltipContent>
+				</Tooltip>
 			</div>
 			<div className="ml-11 mt-1.5">
 				<Progress
 					value={progressValue}
-					className={
-						isExceeded
-							? "**:data-[slot=progress-indicator]:bg-destructive bg-destructive/20"
-							: undefined
-					}
+					className={cn(
+						isExceeded && "bg-destructive/20",
+						isCritical && "bg-warning/20",
+					)}
+					indicatorClassName={cn(
+						isExceeded && "bg-destructive",
+						isCritical && "bg-warning",
+					)}
+					aria-label={`${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-analysis/installment-group-card.tsx

@@ -2,6 +2,7 @@
 
 import {
 	RiBankCard2Line,
+	RiChat1Line,
 	RiCheckboxCircleFill,
 	RiFileList2Line,
 	RiTimeLine,
@@ -30,6 +31,11 @@ import {
 	DialogTitle,
 } from "@/shared/components/ui/dialog";
 import { Progress } from "@/shared/components/ui/progress";
+import {
+	Tooltip,
+	TooltipContent,
+	TooltipTrigger,
+} from "@/shared/components/ui/tooltip";
 import { resolveLogoSrc } from "@/shared/lib/logo";
 import { cn } from "@/shared/utils";
 import type { InstallmentGroup } from "./types";
@@ -83,6 +89,7 @@ export function InstallmentGroupCard({
 	);
 	const cardLogoSrc = resolveLogoSrc(group.cartaoLogo);
 	const cardName = group.cartaoName ?? "Compra parcelada";
+	const hasNote = Boolean(group.note?.trim().length);
 	const untrackedLabel =
 		group.untrackedInstallments === 1
 			? "1 parcela anterior fora do acompanhamento"
@@ -121,8 +128,28 @@ export function InstallmentGroupCard({
 							<div className="flex items-center gap-3 flex-wrap">
 								<EstablishmentLogo name={group.name} size={40} />
 								<div className="flex-1 min-w-0">
-									<CardTitle className="text-base truncate">
-										{group.name}
+									<CardTitle className="flex items-center gap-1 text-base">
+										<span className="truncate">{group.name}</span>
+										{hasNote ? (
+											<Tooltip>
+												<TooltipTrigger asChild>
+													<span className="inline-flex shrink-0 rounded-full p-1 hover:bg-accent transition-colors duration-300">
+														<RiChat1Line
+															className="h-4 w-4 text-muted-foreground"
+															aria-hidden
+														/>
+														<span className="sr-only">Ver anotação</span>
+													</span>
+												</TooltipTrigger>
+												<TooltipContent
+													side="top"
+													align="start"
+													className="max-w-xs whitespace-pre-line"
+												>
+													{group.note}
+												</TooltipContent>
+											</Tooltip>
+										) : null}
 									</CardTitle>
 									<CardDescription className="flex min-w-0 items-center gap-1 text-xs">
 										{cardLogoSrc ? (
@@ -235,8 +262,28 @@ export function InstallmentGroupCard({
 						<div className="flex items-center gap-3">
 							<EstablishmentLogo name={group.name} size={32} />
 							<div className="min-w-0">
-								<DialogTitle className="truncate text-base">
-									{group.name}
+								<DialogTitle className="flex items-center gap-1 text-base">
+									<span className="truncate">{group.name}</span>
+									{hasNote ? (
+										<Tooltip>
+											<TooltipTrigger asChild>
+												<span className="inline-flex shrink-0 rounded-full p-1 hover:bg-accent transition-colors duration-300">
+													<RiChat1Line
+														className="h-4 w-4 text-muted-foreground"
+														aria-hidden
+													/>
+													<span className="sr-only">Ver anotação</span>
+												</span>
+											</TooltipTrigger>
+											<TooltipContent
+												side="top"
+												align="start"
+												className="max-w-xs whitespace-pre-line"
+											>
+												{group.note}
+											</TooltipContent>
+										</Tooltip>
+									) : null}
 								</DialogTitle>
 								<div className="mt-0.5 flex min-w-0 items-center gap-1.5 text-xs text-muted-foreground">
 									{cardLogoSrc ? (

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>
 
+				<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 ? (
-					<p className="text-xs text-muted-foreground">
-						{endDate ? `Termina em ${endDate}` : null}
-						{" · Quitado"}
-					</p>
+							"Quitado"
 						) : (
-					<p className="text-xs text-muted-foreground">
-						{endDate ? `Termina em ${endDate}` : null}
-						{` · ${remainingLabel}: `}
+							<>
+								{remainingLabel}:{" "}
 								<MoneyValues
 									amount={remainingAmount}
 									className="inline-block font-semibold"
 								/>{" "}
 								({remainingInstallments}x)
-					</p>
+							</>
 						)}
+					</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 +1,12 @@
-import { RiCheckboxCircleFill, RiExternalLinkLine } from "@remixicon/react";
+import { RiCheckboxCircleFill, RiGroupLine } from "@remixicon/react";
 import Link from "next/link";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
 import {
 	buildInvoiceDetailsHref,
 	buildInvoiceInitials,
 	formatInvoicePaymentDate,
+	formatInvoiceWidgetOverdueLabel,
 	formatInvoiceWidgetPaymentDate,
 	getInvoiceShareLabel,
 	parseInvoiceDueDate,
@@ -48,31 +50,27 @@ 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
 			: null;
 
 	const linkNode = (
-		<Link
-			prefetch
-			href={detailHref}
-			className="inline-flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
-		>
+		<Link prefetch href={detailHref} className={styles.titleLink}>
 			<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">
-			<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
+		<li className={styles.row}>
+			<div className={styles.main}>
 				<InvoiceLogo
 					cardName={invoice.cardName}
 					logo={invoice.logo}
@@ -80,7 +78,8 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 					containerClassName="size-9.5"
 				/>
 
-				<div className="min-w-0">
+				<div className={styles.textStack}>
+					<div className="flex max-w-full items-center gap-1">
 						{hasBreakdown ? (
 							<HoverCard openDelay={150}>
 								<HoverCardTrigger asChild>{linkNode}</HoverCardTrigger>
@@ -121,9 +120,14 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 														className="font-medium"
 														amount={share.amount}
 													/>
+													{share.percentageChange !== null ? (
+														<span className="flex items-center gap-1 text-xs text-muted-foreground">
 															<PercentageChangeIndicator
 																value={share.percentageChange}
 															/>
+															<span>vs. mês ant.</span>
+														</span>
+													) : null}
 												</div>
 											</li>
 										))}
@@ -133,18 +137,46 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 						) : (
 							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">
+					<div className={styles.meta}>
 						{!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 ? (
@@ -169,24 +201,24 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 				</div>
 			</div>
 
-			<div className="flex shrink-0 flex-col items-end">
+			<div className={styles.trailing}>
 				<MoneyValues
-					className="font-medium"
+					className={styles.trailingValue}
 					amount={Math.abs(invoice.totalAmount)}
 				/>
+				{isPaid ? (
+					<span className={`${styles.trailingMeta} text-success`}>
+						<RiCheckboxCircleFill className="size-3.5" /> Pago
+					</span>
+				) : (
 					<Button
 						type="button"
 						size="sm"
 						variant="link"
-					className="h-auto p-0 disabled:opacity-100"
-					disabled={isPaid}
+						className={styles.actionButton}
 						onClick={() => onPay(invoice.id)}
 					>
-					{isPaid ? (
-						<span className="flex items-center gap-0.5 text-success">
-							<RiCheckboxCircleFill className="size-3.5" /> Pago
-						</span>
-					) : isOverdue ? (
+						{isOverdue ? (
 							<span className="overdue-blink">
 								<span className="overdue-blink-primary text-destructive">
 									Atrasado
@@ -197,7 +229,8 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 							<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>
 
 			<InvoicePaymentDialog
 				invoice={selectedInvoice}

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

@@ -1,4 +1,9 @@
-import { RiFileList2Line, RiPencilLine } from "@remixicon/react";
+import {
+	RiCalendarLine,
+	RiFileList2Line,
+	RiPencilLine,
+} from "@remixicon/react";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type { Note } from "@/features/notes/components/types";
 import {
 	buildNoteDisplayTitle,
@@ -7,6 +12,11 @@ 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 +31,57 @@ 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">
-			<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">
+		<li className={`group ${styles.row}`}>
+			<div className={styles.textStack}>
+				<p className={styles.title}>{displayTitle}</p>
+				<div className={styles.meta}>
+					{isTask ? (
 						<Badge variant="outline" className="h-5 px-1.5 text-xs">
 							{getNoteTasksSummary(note)}
 						</Badge>
-					<p className="truncate text-xs text-muted-foreground">
+					) : null}
+					<p className="truncate">
+						<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">
+			<div className="flex min-w-[4.5rem] shrink-0 items-center justify-end gap-0.5">
+				<Tooltip>
+					<TooltipTrigger asChild>
 						<Button
-					variant="link"
+							variant="ghost"
 							size="icon-sm"
-					className="transition-opacity text-primary hover:opacity-80"
+							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="link"
+							variant="ghost"
 							size="icon-sm"
-					className="transition-opacity text-primary hover:opacity-80"
+							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

@@ -1,6 +1,6 @@
-import { RiExternalLinkLine } from "@remixicon/react";
 import Link from "next/link";
 import type { ReactNode } from "react";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import {
 	formatPaymentBreakdownPercentage,
 	formatPaymentBreakdownTransactionsLabel,
@@ -24,13 +24,16 @@ 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={styles.row}>
+			<span className={styles.rank}>{position}</span>
 			<div
 				className="flex size-9.5 shrink-0 items-center justify-center rounded-full"
 				style={{
@@ -41,30 +44,28 @@ export function PaymentBreakdownListItem({
 				{item.icon}
 			</div>
 
-			<div className="min-w-0 flex-1">
-				<div className="flex items-center justify-between">
+			<div className={styles.textStack}>
+				<div className="flex items-center justify-between gap-2">
 					{item.href ? (
-						<Link
-							href={item.href}
-							className="inline-flex items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
-						>
+						<Link href={item.href} className={styles.titleLink}>
 							<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>
+						<p className={styles.title}>{item.title}</p>
 					)}
-					<MoneyValues className="font-medium" amount={item.amount} />
+					<MoneyValues
+						className={`shrink-0 ${styles.trailingValue}`}
+						amount={item.amount}
+					/>
 				</div>
 
-				<div className="flex items-center justify-between text-xs text-muted-foreground">
+				<div className={styles.meta}>
 					<span>
 						{formatPaymentBreakdownTransactionsLabel(item.transactions)}
 					</span>
-					<span>{formatPaymentBreakdownPercentage(item.percentage)}</span>
+					<span className="ml-auto">
+						{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>
+				<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/attachments-widget.tsx

@@ -9,6 +9,7 @@ import {
 import { useState } from "react";
 import { AttachmentPreview } from "@/features/attachments/components/attachment-preview";
 import type { AttachmentForPeriod } from "@/features/attachments/queries";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import {
 	Tooltip,
 	TooltipContent,
@@ -77,7 +78,7 @@ export function AttachmentsWidget({ snapshot }: AttachmentsWidgetProps) {
 							<button
 								type="button"
 								onClick={() => setSelectedIndex(index)}
-								className="flex w-full items-center gap-2 py-2 text-left"
+								className={`${styles.row} w-full text-left`}
 							>
 								<div className="shrink-0">
 									{isPdf && <RiFilePdf2Line className="size-6 text-red-500" />}
@@ -86,10 +87,10 @@ export function AttachmentsWidget({ snapshot }: AttachmentsWidgetProps) {
 										<RiFileLine className="size-6 text-muted-foreground" />
 									)}
 								</div>
-								<div className="min-w-0 flex-1">
+								<div className={styles.textStack}>
 									<Tooltip>
 										<TooltipTrigger asChild>
-											<span className="block truncate text-sm font-medium text-foreground hover:underline">
+											<span className={`${styles.title} block hover:underline`}>
 												{attachment.fileName}
 											</span>
 										</TooltipTrigger>
@@ -97,18 +98,18 @@ export function AttachmentsWidget({ snapshot }: AttachmentsWidgetProps) {
 											{attachment.fileName}
 										</TooltipContent>
 									</Tooltip>
-									<span className="block truncate text-xs text-muted-foreground">
+									<span className={`${styles.meta} block truncate`}>
 										{attachment.transactionName}
 									</span>
 								</div>
-								<div className="shrink-0 text-right">
-									<span className="block text-xs text-muted-foreground">
+								<div className={styles.trailing}>
+									<span className="block text-xs leading-4 text-muted-foreground">
 										{formatDateOnly(attachment.purchaseDate, {
 											day: "2-digit",
 											month: "2-digit",
 										}) ?? "—"}
 									</span>
-									<span className="block text-xs text-muted-foreground/60">
+									<span className="block text-xs leading-4 text-muted-foreground/60">
 										{formatBytes(attachment.fileSize)}
 									</span>
 								</div>

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

@@ -1,20 +1,31 @@
 "use client";
 
-import { RiLineChartLine } from "@remixicon/react";
+import {
+	RiArrowRightLine,
+	RiCalendarLine,
+	RiHistoryLine,
+	RiLineChartLine,
+} from "@remixicon/react";
+import Link from "next/link";
 import type { DashboardCategoryBreakdownItem } from "@/features/dashboard/categories/category-breakdown-helpers";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
 import { CategoryIconBadge } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
 import { WidgetEmptyState } from "@/shared/components/widgets/widget-empty-state";
 import { formatPercentage } from "@/shared/utils/percentage";
+import { formatPeriodForUrl } from "@/shared/utils/period";
 
 type CategoryTrendsWidgetProps = {
 	categories: DashboardCategoryBreakdownItem[];
+	period: string;
 };
 
 export function CategoryTrendsWidget({
 	categories,
+	period,
 }: CategoryTrendsWidgetProps) {
+	const periodParam = formatPeriodForUrl(period);
 	const trending = categories
 		.filter((c) => c.percentageChange !== null && c.previousAmount > 0)
 		.sort(
@@ -40,24 +51,48 @@ export function CategoryTrendsWidget({
 
 				return (
 					<li key={category.categoryId}>
-						<div className="-mx-2 flex items-center gap-3 rounded-md p-2">
+						<div className={styles.row}>
 							<CategoryIconBadge
 								icon={category.categoryIcon}
 								name={category.categoryName}
 								size="md"
 							/>
-							<div className="min-w-0 flex-1">
-								<p className="truncate text-sm font-medium text-foreground">
-									{category.categoryName}
-								</p>
-								<p className="text-xs text-muted-foreground">
-									<MoneyValues amount={category.previousAmount} /> vs{" "}
+							<div className={styles.textStack}>
+								<Link
+									href={`/categories/${category.categoryId}?periodo=${periodParam}`}
+									className={styles.titleLink}
+								>
+									<span className="truncate">{category.categoryName}</span>
+								</Link>
+								<p className={styles.meta}>
+									<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>
+							<span
+								className={`${styles.trailingMeta} min-w-[5.75rem] justify-end text-muted-foreground`}
+							>
 								<PercentageChangeIndicator
 									value={change}
 									label={formatPercentage(change, {
@@ -66,9 +101,11 @@ export function CategoryTrendsWidget({
 										maximumFractionDigits: 0,
 									})}
 									positiveTrend="down"
-								className="shrink-0 text-sm font-semibold"
+									className="text-sm font-semibold"
 									iconClassName="size-3.5"
 								/>
+								<span>vs. mês ant.</span>
+							</span>
 						</div>
 					</li>
 				);

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

@@ -6,9 +6,11 @@ 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";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type { DashboardInboxSnapshot } from "@/features/dashboard/lib/inbox-snapshot-queries";
 import type { DashboardWidgetQuickActionOptions } from "@/features/dashboard/widget-registry/widget-config";
 import {
@@ -19,6 +21,11 @@ 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 +53,24 @@ 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 +174,18 @@ 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 +198,12 @@ 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={styles.row}>
+						<div className={styles.main}>
 							<Image
 								src={displayLogo}
 								alt={item.sourceAppName ?? ""}
@@ -188,14 +213,12 @@ export function InboxWidget({
 								unoptimized
 							/>
 
-							<div>
-								<p className="text-sm font-medium text-foreground">
-									{displayName.length > 30
-										? `${displayName.slice(0, 30)}...`
-										: displayName}
-								</p>
-								<div className="flex items-center gap-2 text-xs text-muted-foreground">
-									{item.sourceAppName && <span>{item.sourceAppName}</span>}
+							<div className={styles.textStack}>
+								<p className={styles.title}>{displayName}</p>
+								<div className={styles.meta}>
+									{item.sourceAppName && (
+										<span className="truncate">{item.sourceAppName}</span>
+									)}
 									<span className="text-muted-foreground/60">
 										{relativeTime(item.createdAt)}
 									</span>
@@ -203,37 +226,59 @@ export function InboxWidget({
 							</div>
 						</div>
 
-						<div className="flex shrink-0 flex-col items-end">
+						<div className="ml-2 flex min-w-[7.5rem] shrink-0 items-center justify-end gap-1">
 							{amount !== null && (
-								<MoneyValues className="font-medium" amount={amount} />
+								<MoneyValues className={styles.trailingValue} 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">
+								<Tooltip>
+									<TooltipTrigger asChild>
 										<Button
 											size="icon-sm"
 											variant="ghost"
-									className="size-6 text-muted-foreground hover:text-foreground"
+											className="text-muted-foreground hover:text-foreground"
 											onClick={() => handleProcessRequest(item)}
-									aria-label="Processar notificação"
-									title="Processar"
+											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="size-6 text-muted-foreground hover:text-destructive"
+											className="text-muted-foreground hover:text-destructive"
 											onClick={() => handleDiscardRequest(item)}
 											aria-label="Descartar notificação"
-									title="Descartar"
 										>
 											<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="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: chartConfig.receita.color }}
+							style={{ backgroundColor: config.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>
+						<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";
@@ -10,6 +10,7 @@ import Image from "next/image";
 import Link from "next/link";
 import { useTransition } from "react";
 import { toast } from "sonner";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type { DashboardAccount } from "@/features/dashboard/lib/accounts-queries";
 import { updateMyAccountsWidgetPreference } from "@/features/dashboard/widget-registry/widget-actions";
 import MoneyValues from "@/shared/components/money-values";
@@ -24,7 +25,9 @@ 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 +57,6 @@ 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 +81,7 @@ 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>
 
@@ -106,23 +106,21 @@ 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" />
@@ -130,27 +128,21 @@ export function MyAccountsWidget({
 						title="Você ainda não adicionou nenhuma conta"
 						description="Cadastre suas contas bancárias para acompanhar os saldos e movimentações."
 					/>
-					</div>
 				) : 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>
 				) : (
 					<ul className="flex flex-col">
 						{displayedAccounts.map((account, index) => {
 							const logoSrc = resolveLogoSrc(account.logo);
 
 							return (
-								<div
-									key={account.id}
-									className="flex items-center justify-between transition-all duration-300 py-1.5 "
-								>
-									<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
-										<div className="relative size-9.5 overflow-hidden">
+								<li key={account.id} className={styles.row}>
+									<div className={styles.main}>
+										<div className="relative flex size-9.5 shrink-0 items-center justify-center overflow-hidden rounded-full">
 											{logoSrc ? (
 												<Image
 													src={logoSrc}
@@ -160,28 +152,30 @@ 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">
+										<div className={styles.textStack}>
 											<Link
 												prefetch
 												href={`/accounts/${
 													account.id
 												}/statement?periodo=${formatPeriodForUrl(period)}`}
-												className="inline-flex max-w-full items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
+												className={styles.titleLink}
 											>
 												<span className="truncate">{account.name}</span>
-												<RiExternalLinkLine
-													className="size-3 shrink-0 text-muted-foreground"
-													aria-hidden
-												/>
 											</Link>
 
+											<div className={styles.meta}>
+												<span className="truncate">{account.accountType}</span>
 												{account.excludeFromBalance ? (
 													<Tooltip>
 														<TooltipTrigger asChild>
-														<span className="inline-flex cursor-help ml-2">
+															<span className="inline-flex cursor-help">
 																<Badge className="font-normal" variant="info">
 																	Não considerada
 																</Badge>
@@ -190,26 +184,25 @@ export function MyAccountsWidget({
 														<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.
+																cálculo 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>
 											</div>
 										</div>
 									</div>
 
-									<div className="flex flex-col items-end gap-0.5 text-right">
+									<div className={styles.trailing}>
 										<MoneyValues
-											className="font-medium"
+											className={cn(
+												styles.trailingValue,
+												account.balance < 0 && "text-destructive",
+											)}
 											amount={account.balance}
 										/>
 									</div>
-								</div>
+								</li>
 							);
 						})}
 					</ul>
@@ -217,8 +210,14 @@ export function MyAccountsWidget({
 			</div>
 
 			{remainingCount > 0 ? (
-				<CardFooter className="border-border/60 border-t pt-4 text-sm text-muted-foreground">
+				<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

@@ -1,11 +1,8 @@
 "use client";
 
-import {
-	RiExternalLinkLine,
-	RiGroupLine,
-	RiVerifiedBadgeFill,
-} from "@remixicon/react";
+import { RiGroupLine, RiVerifiedBadgeFill } from "@remixicon/react";
 import Link from "next/link";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import { PercentageChangeIndicator } from "@/features/dashboard/components/percentage-change-indicator";
 import type { DashboardPagador } from "@/features/dashboard/lib/payers-queries";
 import MoneyValues from "@/shared/components/money-values";
@@ -14,6 +11,11 @@ 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 +35,7 @@ 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" &&
@@ -43,11 +45,9 @@ export function PayersWidget({ payers }: PayersWidgetProps) {
 							: null;
 
 						return (
-							<div
-								key={payer.id}
-								className="flex items-center justify-between transition-all duration-300 py-1.5"
-							>
-								<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
+							<div key={payer.id} className={styles.row}>
+								<span className={styles.rank}>{index + 1}</span>
+								<div className={styles.main}>
 									<Avatar className="size-9.5 shrink-0">
 										<AvatarImage
 											src={getAvatarSrc(payer.avatarUrl)}
@@ -56,36 +56,47 @@ export function PayersWidget({ payers }: PayersWidgetProps) {
 										<AvatarFallback>{initials}</AvatarFallback>
 									</Avatar>
 
-									<div className="min-w-0">
+									<div className={styles.textStack}>
 										<Link
 											prefetch
 											href={`/payers/${payer.id}`}
-											className="inline-flex max-w-full items-center gap-1 text-sm text-foreground underline-offset-2 hover:text-primary hover:underline"
+											className={styles.titleLink}
 										>
 											<span className="truncate font-medium">{payer.name}</span>
 											{payer.isAdmin && (
+												<Tooltip>
+													<TooltipTrigger asChild>
+														<span className="inline-flex shrink-0">
 															<RiVerifiedBadgeFill
-													className="size-4 shrink-0 text-blue-500"
+																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"}
-										</p>
+										<p className={styles.meta}>Despesas no período</p>
 									</div>
 								</div>
 
-								<div className="flex shrink-0 flex-col items-end">
+								<div className={styles.trailing}>
 									<MoneyValues
-										className="font-medium"
+										className={styles.trailingValue}
 										amount={payer.totalExpenses}
 									/>
+									<div
+										className={`${styles.trailingMeta} text-muted-foreground`}
+									>
 										<PercentageChangeIndicator value={percentageChange} />
+										{percentageChange !== null ? (
+											<span>vs. mês ant.</span>
+										) : null}
+									</div>
 								</div>
 							</div>
 						);