Prepara versao 2.7.5

CHANGELOG.md

@@ -5,6 +5,25 @@ 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/).
 
+## [2.7.5] - 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.

README.md

@@ -10,7 +10,7 @@
 
 > **Não há versão online hospedada.** Você precisa clonar o repositório e rodar localmente ou no seu próprio servidor.
 
-[![Version](https://img.shields.io/badge/version-2.7.3-blue?style=flat-square)](CHANGELOG.md)
+[![Version](https://img.shields.io/badge/version-2.7.5-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/)

package.json

@@ -1,6 +1,6 @@
 {
 	"name": "openmonetis",
-	"version": "2.7.3",
+	"version": "2.7.5",
 	"private": true,
 	"packageManager": "pnpm@11.1.3",
 	"scripts": {

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(24.576% 0.0072 67.399);
+  --border: oklch(29.675% 0.01144 67.3);
   --input: var(--border);
   --ring: var(--primary);
 

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

@@ -65,7 +65,7 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 									<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",
 											)}
@@ -80,7 +80,6 @@ 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",
 									)}

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

@@ -102,18 +102,19 @@ export function CategoryBreakdownListItem({
 						className="text-foreground font-medium"
 						amount={category.currentAmount}
 					/>
-					<PercentageChangeIndicator
-						value={category.percentageChange}
-						label={
-							category.percentageChange !== null
-								? formatPercentage(
-										category.percentageChange,
-										config.percentageDigits,
-									)
-								: undefined
-						}
-						positiveTrend={config.positiveTrend}
-					/>
+					{category.percentageChange !== null ? (
+						<span className="flex items-center gap-1 text-xs text-muted-foreground">
+							<PercentageChangeIndicator
+								value={category.percentageChange}
+								label={formatPercentage(
+									category.percentageChange,
+									config.percentageDigits,
+								)}
+								positiveTrend={config.positiveTrend}
+							/>
+							<span>vs. mês ant.</span>
+						</span>
+					) : null}
 				</div>
 			</div>
 		</div>

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/invoices/invoice-list-item.tsx

@@ -123,9 +123,14 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 														className="font-medium"
 														amount={share.amount}
 													/>
-													<PercentageChangeIndicator
-														value={share.percentageChange}
-													/>
+													{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>
 										))}

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

@@ -81,17 +81,20 @@ export function CategoryTrendsWidget({
 									</span>
 								</p>
 							</div>
-							<PercentageChangeIndicator
-								value={change}
-								label={formatPercentage(change, {
-									absolute: true,
-									minimumFractionDigits: 0,
-									maximumFractionDigits: 0,
-								})}
-								positiveTrend="down"
-								className="shrink-0 text-sm font-semibold"
-								iconClassName="size-3.5"
-							/>
+							<span className="flex shrink-0 items-center gap-1 text-xs text-muted-foreground">
+								<PercentageChangeIndicator
+									value={change}
+									label={formatPercentage(change, {
+										absolute: true,
+										minimumFractionDigits: 0,
+										maximumFractionDigits: 0,
+									})}
+									positiveTrend="down"
+									className="text-sm font-semibold"
+									iconClassName="size-3.5"
+								/>
+								<span>vs. mês ant.</span>
+							</span>
 						</div>
 					</li>
 				);

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

@@ -144,7 +144,7 @@ export function MyAccountsWidget({
 									className="flex items-center justify-between py-1.5 transition-all duration-300"
 								>
 									<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
-										<div className="relative flex size-9.5 shrink-0 items-center justify-center overflow-hidden rounded-full bg-primary/10">
+										<div className="relative flex size-9.5 shrink-0 items-center justify-center overflow-hidden rounded-full">
 											{logoSrc ? (
 												<Image
 													src={logoSrc}

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

@@ -45,6 +45,7 @@ type InstallmentDetail = {
 export type InstallmentGroup = {
 	seriesId: string;
 	name: string;
+	note: string | null;
 	paymentMethod: string;
 	cardId: string | null;
 	cartaoName: string | null;
@@ -80,6 +81,7 @@ export async function fetchInstallmentAnalysis(
 			id: transactions.id,
 			seriesId: transactions.seriesId,
 			name: transactions.name,
+			note: transactions.note,
 			amount: transactions.amount,
 			paymentMethod: transactions.paymentMethod,
 			currentInstallment: transactions.currentInstallment,
@@ -150,6 +152,7 @@ export async function fetchInstallmentAnalysis(
 			seriesMap.set(row.seriesId, {
 				seriesId: row.seriesId,
 				name: row.name,
+				note: row.note,
 				paymentMethod: row.paymentMethod,
 				cardId: row.cardId,
 				cartaoName: row.cartaoName,

src/features/transactions/components/table/transaction-actions-menu.tsx

@@ -92,7 +92,7 @@ export function TransactionActionsMenu({
 					</DropdownMenuItem>
 				) : null}
 
-				{!item.readonly && !isOwnData ? (
+				{!isOwnData ? (
 					<DropdownMenuItem
 						onSelect={() => onImport?.(item)}
 						disabled={!onImport}

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

@@ -139,6 +139,7 @@ function buildColumns({
 			cell: ({ row }) => (
 				<Checkbox
 					checked={row.getIsSelected()}
+					disabled={!row.getCanSelect()}
 					onCheckedChange={(value) => row.toggleSelected(!!value)}
 					aria-label="Selecionar linha"
 				/>

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

@@ -175,7 +175,10 @@ export function TransactionsTable({
 			: getPaginationRowModel(),
 		manualPagination: isServerPaginated,
 		pageCount: serverPagination?.totalPages,
-		enableRowSelection: (row) => !row.original.readonly,
+		enableRowSelection: (row) =>
+			row.original.userId === currentUserId
+				? !row.original.readonly
+				: Boolean(onBulkImport),
 	});
 
 	const rowModel = table.getRowModel();
@@ -184,11 +187,21 @@ export function TransactionsTable({
 		? (serverPagination?.totalItems ?? 0)
 		: table.getCoreRowModel().rows.length;
 	const selectedRows = table.getFilteredSelectedRowModel().rows;
+	const selectedOwnRows = selectedRows.filter(
+		(row) => row.original.userId === currentUserId,
+	);
+	const selectedImportRows = selectedRows.filter(
+		(row) => row.original.userId !== currentUserId,
+	);
 	const selectedCount = selectedRows.length;
 	const selectedTotal = selectedRows.reduce(
 		(total, row) => total + (row.original.amount ?? 0),
 		0,
 	);
+	const selectedImportTotal = selectedImportRows.reduce(
+		(total, row) => total + (row.original.amount ?? 0),
+		0,
+	);
 	const currentPage = isServerPaginated
 		? (serverPagination?.page ?? 1)
 		: table.getState().pagination.pageIndex + 1;
@@ -211,8 +224,8 @@ export function TransactionsTable({
 	};
 
 	const handleBulkImport = () => {
-		if (onBulkImport && selectedCount > 0) {
-			onBulkImport(selectedRows.map((row) => row.original));
+		if (onBulkImport && selectedImportRows.length > 0) {
+			onBulkImport(selectedImportRows.map((row) => row.original));
 			setRowSelection({});
 		}
 	};
@@ -326,7 +339,7 @@ export function TransactionsTable({
 
 			{selectedCount > 0 &&
 			onBulkDelete &&
-			selectedRows.every((row) => row.original.userId === currentUserId) ? (
+			selectedOwnRows.length === selectedCount ? (
 				<TransactionsBulkBar
 					selectedCount={selectedCount}
 					selectedTotal={selectedTotal}
@@ -335,12 +348,10 @@ export function TransactionsTable({
 				/>
 			) : null}
 
-			{selectedCount > 0 &&
-			onBulkImport &&
-			selectedRows.some((row) => row.original.userId !== currentUserId) ? (
+			{selectedCount > 0 && onBulkImport && selectedImportRows.length > 0 ? (
 				<TransactionsBulkBar
-					selectedCount={selectedCount}
-					selectedTotal={selectedTotal}
+					selectedCount={selectedImportRows.length}
+					selectedTotal={selectedImportTotal}
 					mode="import"
 					onAction={handleBulkImport}
 				/>

src/shared/components/widgets/expandable-widget-card.tsx

@@ -32,6 +32,7 @@ export function ExpandableWidgetCard({
 		if (!element) return;
 
 		let frameId = 0;
+		const observedElements = new Set<Element>();
 
 		const checkOverflow = () => {
 			cancelAnimationFrame(frameId);
@@ -44,13 +45,33 @@ export function ExpandableWidgetCard({
 			});
 		};
 
+		const observeContentElements = (resizeObserver: ResizeObserver) => {
+			for (const child of Array.from(element.children)) {
+				if (!observedElements.has(child)) {
+					resizeObserver.observe(child);
+					observedElements.add(child);
+				}
+			}
+		};
+
 		checkOverflow();
 
 		const resizeObserver = new ResizeObserver(checkOverflow);
 		resizeObserver.observe(element);
+		observeContentElements(resizeObserver);
+
+		const mutationObserver = new MutationObserver(() => {
+			observeContentElements(resizeObserver);
+			checkOverflow();
+		});
+		mutationObserver.observe(element, {
+			childList: true,
+			subtree: true,
+		});
 
 		return () => {
 			cancelAnimationFrame(frameId);
+			mutationObserver.disconnect();
 			resizeObserver.disconnect();
 		};
 	}, []);