chore: prepara versao 2.7.7

CHANGELOG.md

@@ -5,6 +5,40 @@ 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/).
 
+## [2.7.7] - 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.

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-2.7.4-blue?style=flat-square)](CHANGELOG.md)
+[![Version](https://img.shields.io/badge/version-2.7.7-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/)
@@ -65,11 +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 personalizáveis, métricas com atalhos para lançamentos, gráficos de evolução, comparativos por categoria, tendências, uso de cartões, top estabelecimentos e navegação direta entre meses pelo seletor de período. Exportação em PDF e Excel.
+📊 **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.
 

package.json

@@ -1,6 +1,6 @@
 {
 	"name": "openmonetis",
-	"version": "2.7.4",
+	"version": "2.7.7",
 	"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/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 flex-col gap-4 sm:flex-row sm:items-start sm:justify-between">
-						<div className="flex min-w-0 items-center gap-3">
+						<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}
+										width={48}
-										height={42}
+										height={48}
 										className="h-full w-full object-contain"
 									/>
 								</div>
-							) : null}
+							) : (
-							<div className="min-w-0">
+								<span className="flex size-12 shrink-0 items-center justify-center rounded-full border bg-card text-primary">
-								<h2 className="truncate text-sm font-semibold text-foreground">
+									<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>

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

@@ -8,6 +8,7 @@ import {
 	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";
@@ -47,25 +48,22 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 	const href = buildTransactionsHref(bill.name, period);
 
 	return (
-		<li className="flex items-center justify-between transition-all duration-300 py-1.5">
+		<li className={styles.row}>
-			<div className="flex min-w-0 flex-1 items-center gap-2 py-0.5">
+			<div className={styles.main}>
 				<EstablishmentLogo name={bill.name} size={37} />
 
-				<div className="min-w-0">
+				<div className={styles.textStack}>
-					<Link
+					<Link href={href} className={styles.titleLink}>
-						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"
-					>
 						<span className="truncate">{bill.name}</span>
 					</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",
 											)}
@@ -80,7 +78,6 @@ 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",
 									)}
@@ -93,10 +90,10 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 				</div>
 			</div>
 
-			<div className="flex shrink-0 flex-col items-end">
+			<div className={styles.trailing}>
-				<MoneyValues className="font-medium" amount={bill.amount} />
+				<MoneyValues className={styles.trailingValue} amount={bill.amount} />
 				{bill.isSettled ? (
-					<span className="flex h-7 items-center gap-0.5 text-xs font-medium text-success">
+					<span className={`${styles.trailingMeta} text-success`}>
 						<RiCheckboxCircleFill className="size-3.5" />{" "}
 						{income ? "Recebido" : "Pago"}
 					</span>
@@ -105,7 +102,7 @@ export function BillListItem({ bill, period, onPay }: BillListItemProps) {
 						type="button"
 						size="sm"
 						variant="link"
-						className="-mr-1.5 h-7 px-1.5 py-0"
+						className={styles.actionButton}
 						onClick={() => onPay(bill.id)}
 					>
 						{overdue ? (

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

@@ -1,5 +1,6 @@
 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";
@@ -45,25 +46,23 @@ export function CategoryBreakdownListItem({
 
 	return (
 		<div>
-			<div className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5">
+			<div className={styles.row}>
-				<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
+				<span className={styles.rank}>{position}</span>
-					{position}
+				<div className={styles.main}>
-				</span>
-				<div className="flex min-w-0 flex-1 items-center gap-2">
 					<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:text-primary hover:underline"
+								className={styles.titleLink}
 							>
 								<span className="truncate">{category.categoryName}</span>
 							</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,
@@ -97,23 +96,24 @@ export function CategoryBreakdownListItem({
 					</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}
 					/>
-					<PercentageChangeIndicator
+					{category.percentageChange !== null ? (
-						value={category.percentageChange}
+						<span className={`${styles.trailingMeta} text-muted-foreground`}>
-						label={
+							<PercentageChangeIndicator
-							category.percentageChange !== null
+								value={category.percentageChange}
-								? formatPercentage(
+								label={formatPercentage(
-										category.percentageChange,
+									category.percentageChange,
-										config.percentageDigits,
+									config.percentageDigits,
-									)
+								)}
-								: undefined
+								positiveTrend={config.positiveTrend}
-						}
+							/>
-						positiveTrend={config.positiveTrend}
+							<span>vs. mês ant.</span>
-					/>
+						</span>
+					) : null}
 				</div>
 			</div>
 		</div>

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 Link from "next/link";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import {
 	clampGoalProgress,
 	formatGoalProgressPercentage,
@@ -30,7 +31,7 @@ export function GoalProgressItem({ item, onEdit }: GoalProgressItemProps) {
 	const usedPercentageLabel = formatGoalProgressPercentage(item.usedPercentage);
 
 	return (
-		<li className="group py-2 transition-all duration-300">
+		<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
@@ -42,16 +43,14 @@ export function GoalProgressItem({ item, onEdit }: GoalProgressItemProps) {
 						{item.categoryId ? (
 							<Link
 								href={`/categories/${item.categoryId}?periodo=${formatPeriodForUrl(item.period)}`}
-								className="block truncate text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
+								className={`${styles.title} block underline-offset-2 hover:text-primary hover:underline`}
 							>
 								{item.categoryName}
 							</Link>
 						) : (
-							<p className="truncate text-sm font-medium text-foreground">
+							<p className={styles.title}>{item.categoryName}</p>
-								{item.categoryName}
-							</p>
 						)}
-						<p className="mt-0.5 text-xs text-muted-foreground">
+						<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} />

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">
+									<CardTitle className="flex items-center gap-1 text-base">
-										{group.name}
+										<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">
+								<DialogTitle className="flex items-center gap-1 text-base">
-									{group.name}
+									<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

@@ -1,5 +1,6 @@
 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,
@@ -62,18 +63,14 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 			: null;
 
 	const linkNode = (
-		<Link
+		<Link prefetch href={detailHref} className={styles.titleLink}>
-			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"
-		>
 			<span className="truncate">{invoice.cardName}</span>
 		</Link>
 	);
 
 	return (
-		<li className="flex items-center justify-between transition-all duration-300 py-1.5">
+		<li className={styles.row}>
-			<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
+			<div className={styles.main}>
 				<InvoiceLogo
 					cardName={invoice.cardName}
 					logo={invoice.logo}
@@ -81,7 +78,7 @@ 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}>
@@ -123,9 +120,14 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 														className="font-medium"
 														amount={share.amount}
 													/>
-													<PercentageChangeIndicator
+													{share.percentageChange !== null ? (
-														value={share.percentageChange}
+														<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>
 										))}
@@ -150,7 +152,7 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 						) : null}
 					</div>
 
-					<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
+					<div className={styles.meta}>
 						{!isPaid ? (
 							dueTooltipLabel ? (
 								<Tooltip>
@@ -199,13 +201,13 @@ 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="flex h-7 items-center gap-0.5 text-xs font-medium text-success">
+					<span className={`${styles.trailingMeta} text-success`}>
 						<RiCheckboxCircleFill className="size-3.5" /> Pago
 					</span>
 				) : (
@@ -213,7 +215,7 @@ export function InvoiceListItem({ invoice, onPay }: InvoiceListItemProps) {
 						type="button"
 						size="sm"
 						variant="link"
-						className="-mr-1.5 h-7 px-1.5 py-0"
+						className={styles.actionButton}
 						onClick={() => onPay(invoice.id)}
 					>
 						{isOverdue ? (

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

@@ -3,6 +3,7 @@ import {
 	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,
@@ -33,18 +34,16 @@ export function NoteListItem({
 	const isTask = note.type === "tarefa";
 
 	return (
-		<li className="group flex items-center justify-between gap-2 py-1.5 transition-all duration-300">
+		<li className={`group ${styles.row}`}>
-			<div className="min-w-0 flex-1">
+			<div className={styles.textStack}>
-				<p className="truncate text-sm font-medium text-foreground">
+				<p className={styles.title}>{displayTitle}</p>
-					{displayTitle}
+				<div className={styles.meta}>
-				</p>
-				<div className="mt-1 flex min-w-0 items-center gap-2">
 					{isTask ? (
 						<Badge variant="outline" className="h-5 px-1.5 text-xs">
 							{getNoteTasksSummary(note)}
 						</Badge>
 					) : null}
-					<p className="truncate text-xs text-muted-foreground">
+					<p className="truncate">
 						<span className="inline-flex items-center gap-1">
 							<RiCalendarLine className="size-3.5 shrink-0" />
 							{createdAtLabel}
@@ -53,7 +52,7 @@ export function NoteListItem({
 				</div>
 			</div>
 
-			<div className="flex shrink-0 items-center gap-0.5">
+			<div className="flex min-w-[4.5rem] shrink-0 items-center justify-end gap-0.5">
 				<Tooltip>
 					<TooltipTrigger asChild>
 						<Button

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

@@ -1,5 +1,6 @@
 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,
@@ -31,10 +32,8 @@ export function PaymentBreakdownListItem({
 	position,
 }: PaymentBreakdownListItemProps) {
 	return (
-		<div className="flex items-center gap-2 transition-all duration-300 py-1">
+		<div className={styles.row}>
-			<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
+			<span className={styles.rank}>{position}</span>
-				{position}
-			</span>
 			<div
 				className="flex size-9.5 shrink-0 items-center justify-center rounded-full"
 				style={{
@@ -45,26 +44,26 @@ export function PaymentBreakdownListItem({
 				{item.icon}
 			</div>
 
-			<div className="min-w-0 flex-1">
+			<div className={styles.textStack}>
-				<div className="flex items-center justify-between">
+				<div className="flex items-center justify-between gap-2">
 					{item.href ? (
-						<Link
+						<Link href={item.href} className={styles.titleLink}>
-							href={item.href}
-							className="inline-flex items-center gap-1 text-sm font-medium text-foreground underline-offset-2 hover:text-primary hover:underline"
-						>
 							<span className="truncate">{item.title}</span>
 						</Link>
 					) : (
-						<p className="text-sm font-medium text-foreground">{item.title}</p>
+						<p className={styles.title}>{item.title}</p>
 					)}
-					<MoneyValues className="shrink-0 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>
+					<span className="ml-auto">
 						{formatPaymentBreakdownPercentage(item.percentage)} do total
 					</span>
 				</div>

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">
+								<div className={styles.trailing}>
-									<span className="block text-xs text-muted-foreground">
+									<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

@@ -7,6 +7,7 @@ import {
 	RiLineChartLine,
 } from "@remixicon/react";
 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";
@@ -45,17 +46,15 @@ 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">
+							<div className={styles.textStack}>
-								<p className="truncate text-sm font-medium text-foreground">
+								<p className={styles.title}>{category.categoryName}</p>
-									{category.categoryName}
+								<p className={styles.meta}>
-								</p>
-								<p className="flex items-center gap-1.5 text-xs text-muted-foreground">
 									<span
 										className="inline-flex items-center gap-1"
 										title="Mês anterior"
@@ -81,17 +80,22 @@ export function CategoryTrendsWidget({
 									</span>
 								</p>
 							</div>
-							<PercentageChangeIndicator
+							<span
-								value={change}
+								className={`${styles.trailingMeta} min-w-[5.75rem] justify-end text-muted-foreground`}
-								label={formatPercentage(change, {
+							>
-									absolute: true,
+								<PercentageChangeIndicator
-									minimumFractionDigits: 0,
+									value={change}
-									maximumFractionDigits: 0,
+									label={formatPercentage(change, {
-								})}
+										absolute: true,
-								positiveTrend="down"
+										minimumFractionDigits: 0,
-								className="shrink-0 text-sm font-semibold"
+										maximumFractionDigits: 0,
-								iconClassName="size-3.5"
+									})}
-							/>
+									positiveTrend="down"
+									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

@@ -10,6 +10,7 @@ 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 {
@@ -201,8 +202,8 @@ export function InboxWidget({
 				const displayLogo = logoSrc ?? DEFAULT_INBOX_APP_LOGO;
 
 				return (
-					<div key={item.id} className="flex items-center justify-between py-2">
+					<div key={item.id} className={styles.row}>
-						<div className="flex min-w-0 flex-1 items-center gap-2">
+						<div className={styles.main}>
 							<Image
 								src={displayLogo}
 								alt={item.sourceAppName ?? ""}
@@ -212,11 +213,9 @@ export function InboxWidget({
 								unoptimized
 							/>
 
-							<div className="min-w-0">
+							<div className={styles.textStack}>
-								<p className="truncate text-sm font-medium text-foreground">
+								<p className={styles.title}>{displayName}</p>
-									{displayName}
+								<div className={styles.meta}>
-								</p>
-								<div className="flex min-w-0 items-center gap-2 text-xs text-muted-foreground">
 									{item.sourceAppName && (
 										<span className="truncate">{item.sourceAppName}</span>
 									)}
@@ -227,9 +226,9 @@ export function InboxWidget({
 							</div>
 						</div>
 
-						<div className="ml-2 flex shrink-0 items-center gap-1">
+						<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">

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

@@ -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";
@@ -139,12 +140,9 @@ export function MyAccountsWidget({
 							const logoSrc = resolveLogoSrc(account.logo);
 
 							return (
-								<li
+								<li key={account.id} className={styles.row}>
-									key={account.id}
+									<div className={styles.main}>
-									className="flex items-center justify-between py-1.5 transition-all duration-300"
+										<div className="relative flex size-9.5 shrink-0 items-center justify-center overflow-hidden rounded-full">
-								>
-									<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">
 											{logoSrc ? (
 												<Image
 													src={logoSrc}
@@ -161,18 +159,18 @@ export function MyAccountsWidget({
 											)}
 										</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>
 											</Link>
 
-											<div className="flex flex-wrap items-center gap-2 text-xs text-muted-foreground">
+											<div className={styles.meta}>
 												<span className="truncate">{account.accountType}</span>
 												{account.excludeFromBalance ? (
 													<Tooltip>
@@ -195,10 +193,10 @@ export function MyAccountsWidget({
 										</div>
 									</div>
 
-									<div className="flex flex-col items-end gap-0.5 text-right">
+									<div className={styles.trailing}>
 										<MoneyValues
 											className={cn(
-												"font-medium",
+												styles.trailingValue,
 												account.balance < 0 && "text-destructive",
 											)}
 											amount={account.balance}

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

@@ -2,6 +2,7 @@
 
 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";
@@ -44,14 +45,9 @@ export function PayersWidget({ payers }: PayersWidgetProps) {
 							: null;
 
 						return (
-							<div
+							<div key={payer.id} className={styles.row}>
-								key={payer.id}
+								<span className={styles.rank}>{index + 1}</span>
-								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
+								<div className={styles.main}>
-							>
-								<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
-									{index + 1}
-								</span>
-								<div className="flex min-w-0 flex-1 items-center gap-2 py-1">
 									<Avatar className="size-9.5 shrink-0">
 										<AvatarImage
 											src={getAvatarSrc(payer.avatarUrl)}
@@ -60,11 +56,11 @@ 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 && (
@@ -84,18 +80,18 @@ export function PayersWidget({ payers }: PayersWidgetProps) {
 												</Tooltip>
 											)}
 										</Link>
-										<p className="truncate text-xs text-muted-foreground">
+										<p className={styles.meta}>Despesas no período</p>
-											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="flex items-center gap-1 text-xs text-muted-foreground">
+									<div
+										className={`${styles.trailingMeta} text-muted-foreground`}
+									>
 										<PercentageChangeIndicator value={percentageChange} />
 										{percentageChange !== null ? (
 											<span>vs. mês ant.</span>

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

@@ -3,6 +3,7 @@
 import { RiFileList2Line, RiStore3Line } from "@remixicon/react";
 import { useEffect, useMemo, useRef, useState } from "react";
 import type { PurchasesByCategoryData } from "@/features/dashboard/categories/purchases-by-category-queries";
+import { 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 {
@@ -162,26 +163,21 @@ export function PurchasesByCategoryWidget({
 				<div className="flex flex-col">
 					{currentTransactions.map((transaction) => {
 						return (
-							<div
+							<div key={transaction.id} className={styles.row}>
-								key={transaction.id}
+								<div className={styles.main}>
-								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
-							>
-								<div className="flex min-w-0 flex-1 items-center gap-2">
 									<EstablishmentLogo name={transaction.name} size={37} />
 
-									<div className="min-w-0">
+									<div className={styles.textStack}>
-										<p className="truncate text-sm font-medium text-foreground">
+										<p className={styles.title}>{transaction.name}</p>
-											{transaction.name}
+										<p className={styles.meta}>
-										</p>
-										<p className="text-xs text-muted-foreground">
 											{formatTransactionDate(transaction.purchaseDate)}
 										</p>
 									</div>
 								</div>
 
-								<div className="shrink-0 text-foreground">
+								<div className={styles.trailing}>
 									<MoneyValues
-										className="font-medium"
+										className={styles.trailingValue}
 										amount={transaction.amount}
 									/>
 								</div>

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

@@ -1,4 +1,5 @@
 import { RiRefreshLine } from "@remixicon/react";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type { RecurringExpensesData } from "@/features/dashboard/expenses/recurring-expenses-queries";
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
@@ -36,31 +37,27 @@ export function RecurringExpensesWidget({
 				.sort((a, b) => b.amount - a.amount)
 				.map((expense) => {
 					return (
-						<div
+						<div key={expense.id} className={styles.row}>
-							key={expense.id}
+							<div className={styles.main}>
-							className="flex items-center gap-2 transition-all duration-300 py-1.5"
+								<EstablishmentLogo name={expense.name} size={37} />
-						>
-							<EstablishmentLogo name={expense.name} size={37} />
 
-							<div className="min-w-0 flex-1">
+								<div className={styles.textStack}>
-								<div className="flex items-center justify-between">
+									<p className={styles.title}>{expense.name}</p>
-									<p className="truncate text-foreground text-sm font-medium">
+									<div className={styles.meta}>
-										{expense.name}
+										<span className="inline-flex min-w-0 items-center gap-1 [&_svg]:size-3.5">
-									</p>
+											{getPaymentMethodIcon(expense.paymentMethod)}
-
+											{expense.paymentMethod}
-									<MoneyValues
+										</span>
-										className="font-medium"
+										<span>{formatOccurrences(expense.recurrenceCount)}</span>
-										amount={expense.amount}
+									</div>
-									/>
 								</div>
+							</div>
 
-								<div className="flex items-center justify-between text-xs text-muted-foreground">
+							<div className={styles.trailing}>
-									<span className="inline-flex items-center gap-1 [&_svg]:size-3.5">
+								<MoneyValues
-										{getPaymentMethodIcon(expense.paymentMethod)}
+									className={styles.trailingValue}
-										{expense.paymentMethod}
+									amount={expense.amount}
-									</span>
+								/>
-									<span>{formatOccurrences(expense.recurrenceCount)}</span>
-								</div>
 							</div>
 						</div>
 					);

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

@@ -1,4 +1,5 @@
 import { RiStore2Line } from "@remixicon/react";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type { TopEstablishmentsData } from "@/features/dashboard/lib/top-establishments-queries";
 import { EstablishmentLogo } from "@/shared/components/entity-avatar";
 import MoneyValues from "@/shared/components/money-values";
@@ -30,30 +31,23 @@ export function TopEstablishmentsWidget({
 				<div className="flex flex-col">
 					{data.establishments.map((establishment, index) => {
 						return (
-							<div
+							<div key={establishment.id} className={styles.row}>
-								key={establishment.id}
+								<span className={styles.rank}>{index + 1}</span>
-								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
+								<div className={styles.main}>
-							>
-								<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
-									{index + 1}
-								</span>
-								<div className="flex min-w-0 flex-1 items-center gap-2">
 									<EstablishmentLogo name={establishment.name} size={37} />
 
-									<div className="min-w-0">
+									<div className={styles.textStack}>
-										<p className="truncate text-sm font-medium text-foreground">
+										<p className={styles.title}>{establishment.name}</p>
-											{establishment.name}
+										<p className={styles.meta}>
-										</p>
-										<p className="text-xs text-muted-foreground">
 											{formatOccurrencesLabel(establishment.occurrences)} ·
 											total acumulado
 										</p>
 									</div>
 								</div>
 
-								<div className="shrink-0 text-foreground">
+								<div className={styles.trailing}>
 									<MoneyValues
-										className="font-medium"
+										className={styles.trailingValue}
 										amount={establishment.amount}
 									/>
 								</div>

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

@@ -2,6 +2,7 @@
 
 import { RiArrowUpDoubleLine } from "@remixicon/react";
 import { useMemo } from "react";
+import { dashboardWidgetListStyles as styles } from "@/features/dashboard/components/dashboard-widget-list-styles";
 import type {
 	TopExpense,
 	TopExpensesData,
@@ -49,29 +50,22 @@ export function TopExpensesWidget({ data }: TopExpensesWidgetProps) {
 				<div className="flex flex-col">
 					{expenses.map((expense, index) => {
 						return (
-							<div
+							<div key={expense.id} className={styles.row}>
-								key={expense.id}
+								<span className={styles.rank}>{index + 1}</span>
-								className="flex items-center justify-between gap-2 transition-all duration-300 py-1.5"
+								<div className={styles.main}>
-							>
-								<span className="w-3 shrink-0 text-left text-xs font-medium text-muted-foreground">
-									{index + 1}
-								</span>
-								<div className="flex min-w-0 flex-1 items-center gap-2">
 									<EstablishmentLogo name={expense.name} size={37} />
 
-									<div className="min-w-0">
+									<div className={styles.textStack}>
-										<p className="truncate text-sm font-medium text-foreground">
+										<p className={styles.title}>{expense.name}</p>
-											{expense.name}
+										<p className={styles.meta}>
-										</p>
-										<p className="text-xs text-muted-foreground">
 											{formatTransactionDate(expense.purchaseDate)}
 										</p>
 									</div>
 								</div>
 
-								<div className="shrink-0 text-foreground">
+								<div className={styles.trailing}>
 									<MoneyValues
-										className="font-medium"
+										className={styles.trailingValue}
 										amount={expense.amount}
 									/>
 								</div>

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

@@ -206,32 +206,32 @@ export function InvoiceSummaryCard({
 	};
 
 	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 flex-col gap-4 sm:flex-row sm:items-start sm:justify-between">
-						<div className="flex min-w-0 items-center gap-3">
+						<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 ${cardName}`}
-										width={42}
+										width={48}
-										height={42}
+										height={48}
 										className="h-full w-full object-contain"
 									/>
 								</div>
 							) : cardBrand ? (
-								<span className="flex size-10 shrink-0 items-center justify-center rounded-full border bg-background text-xs font-medium text-muted-foreground">
+								<span className="flex size-12 shrink-0 items-center justify-center rounded-full border bg-card text-sm font-semibold text-primary">
 									{cardBrand.slice(0, 2).toUpperCase()}
 								</span>
 							) : null}
-							<div className="min-w-0">
+							<div className="min-w-0 space-y-1">
-								<h2 className="truncate text-sm font-semibold text-foreground">
+								<h2 className="truncate text-xl font-semibold text-foreground sm:text-2xl">
 									{cardName}
 								</h2>
-								<p className="text-xs text-muted-foreground">
+								<p className="text-sm leading-relaxed text-muted-foreground">
 									Fatura de {periodLabel}
 								</p>
 							</div>

src/features/transactions/actions.ts

@@ -6,6 +6,8 @@ export {
 } from "./actions/bulk-actions";
 export { exportTransactionsDataAction } from "./actions/export-actions";
 export {
+	convertTransactionToInstallmentAction,
+	convertTransactionToRecurringAction,
 	createTransactionAction,
 	deleteTransactionAction,
 	toggleTransactionSettlementAction,

src/features/transactions/actions/core.ts

@@ -513,11 +513,33 @@ export const toggleSettlementSchema = z.object({
 		.optional(),
 });
 
+export const convertToInstallmentSchema = z.object({
+	id: uuidSchema("Lançamento"),
+	installmentCount: z.coerce
+		.number({ message: "Informe em quantas parcelas dividir." })
+		.int()
+		.min(2, "O parcelamento deve ter ao menos duas parcelas.")
+		.max(60, "Selecione até 60 parcelas."),
+});
+
+export const convertToRecurringSchema = z.object({
+	id: uuidSchema("Lançamento"),
+	recurrenceCount: z.coerce
+		.number({ message: "Informe por quantos meses repetir." })
+		.int()
+		.min(2, "A recorrência deve ter ao menos dois meses.")
+		.max(60, "Selecione até 60 meses."),
+});
+
 type BaseInput = z.infer<typeof baseFields>;
 export type CreateInput = z.infer<typeof createSchema>;
 export type UpdateInput = z.infer<typeof updateSchema>;
 export type DeleteInput = z.infer<typeof deleteSchema>;
 export type ToggleSettlementInput = z.infer<typeof toggleSettlementSchema>;
+export type ConvertToInstallmentInput = z.infer<
+	typeof convertToInstallmentSchema
+>;
+export type ConvertToRecurringInput = z.infer<typeof convertToRecurringSchema>;
 
 export const revalidate = (userId: string) =>
 	revalidateForEntity("transactions", userId);

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

@@ -23,12 +23,17 @@ import {
 	parseLocalDateString,
 } from "@/shared/utils/date";
 import { copyAttachmentsForImport } from "../lib/attachment-copy";
+import { detectInstallmentFromName } from "../lib/installment-detection";
 import { cleanupAttachmentsAfterTransactionDelete } from "./attachments";
 import {
 	buildShares,
 	buildTransactionRecords,
+	type ConvertToInstallmentInput,
+	type ConvertToRecurringInput,
 	type CreateInput,
 	centsToDecimalString,
+	convertToInstallmentSchema,
+	convertToRecurringSchema,
 	createSchema,
 	type DeleteInput,
 	deleteSchema,
@@ -471,6 +476,357 @@ export async function deleteTransactionAction(
 	}
 }
 
+export async function convertTransactionToInstallmentAction(
+	input: ConvertToInstallmentInput,
+): Promise<ActionResult<{ createdCount: number }>> {
+	try {
+		const user = await getUser();
+		const data = convertToInstallmentSchema.parse(input);
+
+		const existing = await db.query.transactions.findFirst({
+			where: and(
+				eq(transactions.id, data.id),
+				eq(transactions.userId, user.id),
+			),
+		});
+
+		if (!existing) {
+			return { success: false, error: "Lançamento não encontrado." };
+		}
+
+		if (existing.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) {
+			return {
+				success: false,
+				error: "Pagamentos automáticos de fatura não podem ser convertidos.",
+			};
+		}
+
+		if (isInitialBalanceTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos de saldo inicial não podem ser convertidos.",
+			};
+		}
+
+		if (
+			existing.paymentMethod !== "Cartão de crédito" ||
+			!existing.cardId ||
+			existing.condition !== "À vista"
+		) {
+			return {
+				success: false,
+				error:
+					"Apenas lançamentos à vista de cartão de crédito podem ser convertidos.",
+			};
+		}
+
+		if (existing.splitGroupId || existing.isDivided) {
+			return {
+				success: false,
+				error:
+					"Lançamentos divididos ainda não podem ser convertidos em parcelamento.",
+			};
+		}
+
+		const detected = detectInstallmentFromName(existing.name);
+		const transactionName =
+			detected?.installmentCount === data.installmentCount
+				? detected.name
+				: existing.name;
+		const amountSign: 1 | -1 = existing.transactionType === "Despesa" ? -1 : 1;
+		const totalCents = Math.round(Math.abs(Number(existing.amount)) * 100);
+		const seriesId = randomUUID();
+		const records = buildTransactionRecords({
+			data: {
+				purchaseDate: existing.purchaseDate.toISOString().slice(0, 10),
+				period: existing.period,
+				name: transactionName,
+				transactionType: existing.transactionType as "Receita" | "Despesa",
+				amount: totalCents / 100,
+				condition: "Parcelado",
+				paymentMethod: "Cartão de crédito",
+				payerId: existing.payerId,
+				isSplit: false,
+				accountId: null,
+				cardId: existing.cardId,
+				categoryId: existing.categoryId,
+				note: existing.note,
+				installmentCount: data.installmentCount,
+				startInstallment: 1,
+				dueDate: existing.dueDate?.toISOString().slice(0, 10),
+				isSettled: null,
+			},
+			userId: user.id,
+			period: existing.period,
+			purchaseDate: existing.purchaseDate,
+			dueDate: existing.dueDate,
+			boletoPaymentDate: null,
+			shares: [{ payerId: existing.payerId, amountCents: totalCents }],
+			amountSign,
+			shouldNullifySettled: true,
+			seriesId,
+		}).map((record) => ({
+			...record,
+			importBatchId: existing.importBatchId,
+		}));
+
+		const currentRow = records[0];
+		const rowsToInsert = records.slice(1);
+		if (!currentRow) {
+			throw new Error("Não foi possível montar o parcelamento.");
+		}
+
+		const periodsToUpdate = records
+			.map((row) => row.period)
+			.filter((period): period is string => Boolean(period));
+		const paidPeriods = await getPaidInvoicePeriods(
+			user.id,
+			existing.cardId,
+			periodsToUpdate,
+		);
+
+		if (paidPeriods.length > 0) {
+			return {
+				success: false,
+				error: `As faturas dos meses ${formatPaidInvoicePeriods(
+					paidPeriods,
+				)} já estão pagas. Desfaça o pagamento antes de converter este lançamento.`,
+			};
+		}
+
+		if (existing.transactionType === "Despesa") {
+			const limitCheck = await validateCardLimit({
+				userId: user.id,
+				cardId: existing.cardId,
+				addAmount: records.reduce(
+					(acc, row) => acc + Math.abs(Number(row.amount)),
+					0,
+				),
+				excludeTransactionIds: [existing.id],
+			});
+
+			if (!limitCheck.ok) {
+				return { success: false, error: limitCheck.error };
+			}
+		}
+
+		await db.transaction(async (tx: typeof db) => {
+			await tx
+				.update(transactions)
+				.set({
+					condition: currentRow.condition,
+					name: currentRow.name,
+					amount: currentRow.amount,
+					installmentCount: currentRow.installmentCount,
+					currentInstallment: currentRow.currentInstallment,
+					recurrenceCount: null,
+					period: currentRow.period,
+					dueDate: currentRow.dueDate,
+					isSettled: null,
+					seriesId,
+				})
+				.where(
+					and(
+						eq(transactions.id, existing.id),
+						eq(transactions.userId, user.id),
+					),
+				);
+
+			if (rowsToInsert.length > 0) {
+				await tx.insert(transactions).values(rowsToInsert);
+			}
+		});
+
+		revalidate(user.id);
+
+		return {
+			success: true,
+			message: `Lançamento convertido em ${data.installmentCount} parcelas.`,
+			data: { createdCount: rowsToInsert.length },
+		};
+	} catch (error) {
+		return handleActionError(error) as ActionResult<{ createdCount: number }>;
+	}
+}
+
+export async function convertTransactionToRecurringAction(
+	input: ConvertToRecurringInput,
+): Promise<ActionResult<{ createdCount: number }>> {
+	try {
+		const user = await getUser();
+		const data = convertToRecurringSchema.parse(input);
+
+		const existing = await db.query.transactions.findFirst({
+			where: and(
+				eq(transactions.id, data.id),
+				eq(transactions.userId, user.id),
+			),
+		});
+
+		if (!existing) {
+			return { success: false, error: "Lançamento não encontrado." };
+		}
+
+		if (existing.note?.startsWith(ACCOUNT_AUTO_INVOICE_NOTE_PREFIX)) {
+			return {
+				success: false,
+				error: "Pagamentos automáticos de fatura não podem ser convertidos.",
+			};
+		}
+
+		if (isInitialBalanceTransaction(existing)) {
+			return {
+				success: false,
+				error: "Lançamentos de saldo inicial não podem ser convertidos.",
+			};
+		}
+
+		if (existing.condition !== "À vista") {
+			return {
+				success: false,
+				error:
+					"Apenas lançamentos à vista podem ser convertidos em recorrência.",
+			};
+		}
+
+		if (existing.splitGroupId || existing.isDivided) {
+			return {
+				success: false,
+				error:
+					"Lançamentos divididos ainda não podem ser convertidos em recorrência.",
+			};
+		}
+
+		const amountSign: 1 | -1 = existing.transactionType === "Despesa" ? -1 : 1;
+		const totalCents = Math.round(Math.abs(Number(existing.amount)) * 100);
+		const seriesId = randomUUID();
+		const isCreditCard = existing.paymentMethod === "Cartão de crédito";
+		const records = buildTransactionRecords({
+			data: {
+				purchaseDate: existing.purchaseDate.toISOString().slice(0, 10),
+				period: existing.period,
+				name: existing.name,
+				transactionType: existing.transactionType as "Receita" | "Despesa",
+				amount: totalCents / 100,
+				condition: "Recorrente",
+				paymentMethod: existing.paymentMethod as
+					| "Pix"
+					| "Boleto"
+					| "Dinheiro"
+					| "Cartão de débito"
+					| "Cartão de crédito"
+					| "Pré-Pago | VR/VA"
+					| "Transferência bancária",
+				payerId: existing.payerId,
+				isSplit: false,
+				accountId: isCreditCard ? null : existing.accountId,
+				cardId: isCreditCard ? existing.cardId : null,
+				categoryId: existing.categoryId,
+				note: existing.note,
+				recurrenceCount: data.recurrenceCount,
+				dueDate: existing.dueDate?.toISOString().slice(0, 10),
+				boletoPaymentDate: existing.boletoPaymentDate
+					?.toISOString()
+					.slice(0, 10),
+				isSettled: existing.isSettled,
+			},
+			userId: user.id,
+			period: existing.period,
+			purchaseDate: existing.purchaseDate,
+			dueDate: existing.dueDate,
+			boletoPaymentDate: existing.boletoPaymentDate,
+			shares: [{ payerId: existing.payerId, amountCents: totalCents }],
+			amountSign,
+			shouldNullifySettled: isCreditCard,
+			seriesId,
+		}).map((record) => ({
+			...record,
+			importBatchId: existing.importBatchId,
+		}));
+
+		const currentRow = records[0];
+		const rowsToInsert = records.slice(1);
+		if (!currentRow) {
+			throw new Error("Não foi possível montar a recorrência.");
+		}
+
+		if (isCreditCard && existing.cardId) {
+			const periodsToUpdate = records
+				.map((row) => row.period)
+				.filter((period): period is string => Boolean(period));
+			const paidPeriods = await getPaidInvoicePeriods(
+				user.id,
+				existing.cardId,
+				periodsToUpdate,
+			);
+
+			if (paidPeriods.length > 0) {
+				return {
+					success: false,
+					error: `As faturas dos meses ${formatPaidInvoicePeriods(
+						paidPeriods,
+					)} já estão pagas. Desfaça o pagamento antes de converter este lançamento.`,
+				};
+			}
+
+			if (existing.transactionType === "Despesa") {
+				const limitCheck = await validateCardLimit({
+					userId: user.id,
+					cardId: existing.cardId,
+					addAmount: records.reduce(
+						(acc, row) => acc + Math.abs(Number(row.amount)),
+						0,
+					),
+					excludeTransactionIds: [existing.id],
+				});
+
+				if (!limitCheck.ok) {
+					return { success: false, error: limitCheck.error };
+				}
+			}
+		}
+
+		await db.transaction(async (tx: typeof db) => {
+			await tx
+				.update(transactions)
+				.set({
+					condition: currentRow.condition,
+					name: currentRow.name,
+					amount: currentRow.amount,
+					recurrenceCount: currentRow.recurrenceCount,
+					installmentCount: null,
+					currentInstallment: null,
+					period: currentRow.period,
+					purchaseDate: currentRow.purchaseDate,
+					dueDate: currentRow.dueDate,
+					isSettled: currentRow.isSettled,
+					boletoPaymentDate: currentRow.boletoPaymentDate,
+					seriesId,
+				})
+				.where(
+					and(
+						eq(transactions.id, existing.id),
+						eq(transactions.userId, user.id),
+					),
+				);
+
+			if (rowsToInsert.length > 0) {
+				await tx.insert(transactions).values(rowsToInsert);
+			}
+		});
+
+		revalidate(user.id);
+
+		return {
+			success: true,
+			message: `Lançamento convertido em recorrência de ${data.recurrenceCount} meses.`,
+			data: { createdCount: rowsToInsert.length },
+		};
+	} catch (error) {
+		return handleActionError(error) as ActionResult<{ createdCount: number }>;
+	}
+}
+
 export async function updateTransactionSplitPairAction(
 	input: UpdateInput,
 ): Promise<ActionResult> {

src/features/transactions/components/import/import-page.tsx

@@ -49,6 +49,8 @@ const categoryGroupByTransactionType = {
 	income: "receita",
 } as const;
 
+const normalizeCategoryName = (value: string) => value.trim().toLowerCase();
+
 interface ImportPageProps {
 	payerOptions: SelectOption[];
 	accountOptions: SelectOption[];
@@ -108,9 +110,19 @@ export function ImportPage({
 
 				setRows(
 					stmt.transactions.map((t) => {
-						const mappedCategoryId =
+						let mappedCategoryId =
 							categoryMappings[normalizeDescriptionKey(t.description)] ?? null;
 
+						if (t.categoryRaw) {
+							const categoryRaw = normalizeCategoryName(t.categoryRaw);
+							const matchedOption = categoryOptions.find(
+								(opt) => normalizeCategoryName(opt.label) === categoryRaw,
+							);
+							if (matchedOption) {
+								mappedCategoryId = matchedOption.value;
+							}
+						}
+
 						return {
 							...t,
 							isDuplicate: t.externalId ? duplicates.has(t.externalId) : false,
@@ -129,7 +141,7 @@ export function ImportPage({
 				setIsChecking(false);
 			}
 		},
-		[isCategoryCompatible, payerId],
+		[isCategoryCompatible, payerId, categoryOptions],
 	);
 
 	// Pré-seleciona cartão ou conta com base no tipo detectado no OFX

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

@@ -4,6 +4,8 @@ import { RiAddFill } from "@remixicon/react";
 import { useState } from "react";
 import { toast } from "sonner";
 import {
+	convertTransactionToInstallmentAction,
+	convertTransactionToRecurringAction,
 	createMassTransactionsAction,
 	deleteMultipleTransactionsAction,
 	deleteTransactionAction,
@@ -18,8 +20,20 @@ import {
 	detachAttachmentBulkAction,
 	getPresignedUploadUrlAction,
 } from "@/features/transactions/actions/attachments";
+import { detectInstallmentFromName } from "@/features/transactions/lib/installment-detection";
 import { ConfirmActionDialog } from "@/shared/components/confirm-action-dialog";
 import { Button } from "@/shared/components/ui/button";
+import {
+	Dialog,
+	DialogContent,
+	DialogDescription,
+	DialogFooter,
+	DialogHeader,
+	DialogTitle,
+} from "@/shared/components/ui/dialog";
+import { Input } from "@/shared/components/ui/input";
+import { Label } from "@/shared/components/ui/label";
+import { formatCurrency } from "@/shared/utils/currency";
 import type {
 	TransactionsExportContext,
 	TransactionsPaginationState,
@@ -84,6 +98,9 @@ interface TransactionsPageProps {
 	importCategoryOptions?: SelectOption[];
 }
 
+const pluralize = (count: number, singular: string, plural: string) =>
+	count === 1 ? singular : plural;
+
 export function TransactionsPage({
 	currentUserId,
 	transactions: transactionList,
@@ -190,6 +207,16 @@ export function TransactionsPage({
 	const [refundOpen, setRefundOpen] = useState(false);
 	const [transactionToRefund, setTransactionToRefund] =
 		useState<TransactionItem | null>(null);
+	const [convertInstallmentOpen, setConvertInstallmentOpen] = useState(false);
+	const [transactionToConvert, setTransactionToConvert] =
+		useState<TransactionItem | null>(null);
+	const [installmentCount, setInstallmentCount] = useState("2");
+	const [installmentPending, setInstallmentPending] = useState(false);
+	const [convertRecurringOpen, setConvertRecurringOpen] = useState(false);
+	const [transactionToConvertRecurring, setTransactionToConvertRecurring] =
+		useState<TransactionItem | null>(null);
+	const [recurrenceCount, setRecurrenceCount] = useState("12");
+	const [recurrencePending, setRecurrencePending] = useState(false);
 
 	const handleToggleSettlement = async (item: TransactionItem) => {
 		if (item.paymentMethod === "Cartão de crédito") {
@@ -542,6 +569,112 @@ export function TransactionsPage({
 		setRefundOpen(true);
 	};
 
+	const handleConvertToInstallment = (item: TransactionItem) => {
+		const detectedInstallment = detectInstallmentFromName(item.name);
+		setTransactionToConvert(item);
+		setInstallmentCount(String(detectedInstallment?.installmentCount ?? 2));
+		setConvertInstallmentOpen(true);
+	};
+
+	const confirmConvertToInstallment = async () => {
+		if (!transactionToConvert) {
+			return;
+		}
+
+		const count = Number(installmentCount);
+		if (!Number.isInteger(count) || count < 2 || count > 60) {
+			toast.error("Informe um parcelamento entre 2 e 60 parcelas.");
+			return;
+		}
+
+		try {
+			setInstallmentPending(true);
+			const result = await convertTransactionToInstallmentAction({
+				id: transactionToConvert.id,
+				installmentCount: count,
+			});
+
+			if (!result.success) {
+				toast.error(result.error);
+				return;
+			}
+
+			toast.success(result.message);
+			setConvertInstallmentOpen(false);
+			setTransactionToConvert(null);
+		} finally {
+			setInstallmentPending(false);
+		}
+	};
+
+	const handleConvertToRecurring = (item: TransactionItem) => {
+		setTransactionToConvertRecurring(item);
+		setRecurrenceCount("12");
+		setConvertRecurringOpen(true);
+	};
+
+	const confirmConvertToRecurring = async () => {
+		if (!transactionToConvertRecurring) {
+			return;
+		}
+
+		const count = Number(recurrenceCount);
+		if (!Number.isInteger(count) || count < 2 || count > 60) {
+			toast.error("Informe uma recorrência entre 2 e 60 meses.");
+			return;
+		}
+
+		try {
+			setRecurrencePending(true);
+			const result = await convertTransactionToRecurringAction({
+				id: transactionToConvertRecurring.id,
+				recurrenceCount: count,
+			});
+
+			if (!result.success) {
+				toast.error(result.error);
+				return;
+			}
+
+			toast.success(result.message);
+			setConvertRecurringOpen(false);
+			setTransactionToConvertRecurring(null);
+		} finally {
+			setRecurrencePending(false);
+		}
+	};
+
+	const parsedInstallmentCount = Number(installmentCount);
+	const installmentSummary =
+		transactionToConvert &&
+		Number.isInteger(parsedInstallmentCount) &&
+		parsedInstallmentCount >= 2 &&
+		parsedInstallmentCount <= 60
+			? {
+					total: formatCurrency(Math.abs(transactionToConvert.amount)),
+					installmentValue: formatCurrency(
+						Math.abs(transactionToConvert.amount) / parsedInstallmentCount,
+					),
+					count: parsedInstallmentCount,
+					createdCount: parsedInstallmentCount - 1,
+				}
+			: null;
+
+	const parsedRecurrenceCount = Number(recurrenceCount);
+	const recurringSummary =
+		transactionToConvertRecurring &&
+		Number.isInteger(parsedRecurrenceCount) &&
+		parsedRecurrenceCount >= 2 &&
+		parsedRecurrenceCount <= 60
+			? {
+					amount: formatCurrency(
+						Math.abs(transactionToConvertRecurring.amount),
+					),
+					count: parsedRecurrenceCount,
+					createdCount: parsedRecurrenceCount - 1,
+				}
+			: null;
+
 	const handleAnticipate = (item: TransactionItem) => {
 		setSelectedForAnticipation(item);
 		setAnticipateOpen(true);
@@ -628,6 +761,8 @@ export function TransactionsPage({
 				onBulkImport={handleBulkImport}
 				onViewDetails={handleViewDetails}
 				onRefund={handleRefund}
+				onConvertToInstallment={handleConvertToInstallment}
+				onConvertToRecurring={handleConvertToRecurring}
 				onToggleSettlement={handleToggleSettlement}
 				onAnticipate={handleAnticipate}
 				onViewAnticipationHistory={handleViewAnticipationHistory}
@@ -749,6 +884,138 @@ export function TransactionsPage({
 				disabled={!transactionToDelete}
 			/>
 
+			<Dialog
+				open={convertInstallmentOpen && !!transactionToConvert}
+				onOpenChange={(open) => {
+					setConvertInstallmentOpen(open);
+					if (!open) {
+						setTransactionToConvert(null);
+					}
+				}}
+			>
+				<DialogContent className="sm:max-w-md">
+					<DialogHeader>
+						<DialogTitle>Converter em parcelamento?</DialogTitle>
+						<DialogDescription>
+							O lançamento atual será mantido como a primeira parcela e os
+							próximos meses serão criados automaticamente.
+						</DialogDescription>
+					</DialogHeader>
+
+					<div className="space-y-2">
+						<Label htmlFor="installmentCount">Parcelar em</Label>
+						<Input
+							id="installmentCount"
+							type="number"
+							min={2}
+							max={60}
+							value={installmentCount}
+							onChange={(event) => setInstallmentCount(event.target.value)}
+						/>
+						<p className="text-muted-foreground text-sm">
+							Use o total de parcelas da série, incluindo este lançamento.
+						</p>
+						{installmentSummary ? (
+							<p className="rounded-md border bg-muted/40 px-3 py-2 text-muted-foreground text-sm">
+								Resumo: {installmentSummary.total} será dividido em{" "}
+								{installmentSummary.count} parcelas de aproximadamente{" "}
+								{installmentSummary.installmentValue}. Este lançamento vira a
+								primeira parcela e {installmentSummary.createdCount}{" "}
+								{pluralize(
+									installmentSummary.createdCount,
+									"nova parcela será criada",
+									"novas parcelas serão criadas",
+								)}
+								.
+							</p>
+						) : null}
+					</div>
+
+					<DialogFooter>
+						<Button
+							type="button"
+							variant="outline"
+							onClick={() => setConvertInstallmentOpen(false)}
+							disabled={installmentPending}
+						>
+							Cancelar
+						</Button>
+						<Button
+							type="button"
+							onClick={confirmConvertToInstallment}
+							disabled={installmentPending}
+						>
+							{installmentPending ? "Convertendo..." : "Converter"}
+						</Button>
+					</DialogFooter>
+				</DialogContent>
+			</Dialog>
+
+			<Dialog
+				open={convertRecurringOpen && !!transactionToConvertRecurring}
+				onOpenChange={(open) => {
+					setConvertRecurringOpen(open);
+					if (!open) {
+						setTransactionToConvertRecurring(null);
+					}
+				}}
+			>
+				<DialogContent className="sm:max-w-md">
+					<DialogHeader>
+						<DialogTitle>Converter em recorrente?</DialogTitle>
+						<DialogDescription>
+							O lançamento atual será mantido como a primeira recorrência e os
+							próximos meses serão criados automaticamente.
+						</DialogDescription>
+					</DialogHeader>
+
+					<div className="space-y-2">
+						<Label htmlFor="recurrenceCount">Repetir por</Label>
+						<Input
+							id="recurrenceCount"
+							type="number"
+							min={2}
+							max={60}
+							value={recurrenceCount}
+							onChange={(event) => setRecurrenceCount(event.target.value)}
+						/>
+						<p className="text-muted-foreground text-sm">
+							Use o total de meses da série, incluindo este lançamento.
+						</p>
+						{recurringSummary ? (
+							<p className="rounded-md border bg-muted/40 px-3 py-2 text-muted-foreground text-sm">
+								Resumo: este lançamento vira a primeira recorrência e{" "}
+								{recurringSummary.createdCount}{" "}
+								{pluralize(
+									recurringSummary.createdCount,
+									"novo lançamento mensal será criado",
+									"novos lançamentos mensais serão criados",
+								)}{" "}
+								com valor de {recurringSummary.amount}.
+							</p>
+						) : null}
+					</div>
+
+					<DialogFooter>
+						<Button
+							type="button"
+							variant="outline"
+							onClick={() => setConvertRecurringOpen(false)}
+							disabled={recurrencePending}
+						>
+							Cancelar
+						</Button>
+						<Button
+							type="button"
+							onClick={confirmConvertToRecurring}
+							disabled={recurrencePending}
+						>
+							{recurrencePending ? "Convertendo..." : "Converter"}
+						</Button>
+					</DialogFooter>
+				</DialogContent>
+			</Dialog>
+
 			<BulkActionDialog
 				open={bulkDeleteOpen && !!pendingDeleteData}
 				onOpenChange={setBulkDeleteOpen}

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

@@ -11,6 +11,7 @@ import {
 	RiRefundLine,
 	RiTimeLine,
 } from "@remixicon/react";
+import { CREDIT_CARD_PAYMENT_METHOD } from "@/features/transactions/lib/constants";
 import { Button } from "@/shared/components/ui/button";
 import {
 	DropdownMenu,
@@ -20,6 +21,7 @@ import {
 	DropdownMenuTrigger,
 } from "@/shared/components/ui/dropdown-menu";
 import { REFUND_NOTE_PREFIX } from "@/shared/lib/accounts/constants";
+import { getConditionIcon } from "@/shared/utils/icons";
 import type { TransactionItem } from "../types";
 
 type TransactionActionsMenuProps = {
@@ -33,6 +35,8 @@ type TransactionActionsMenuProps = {
 	onRefund?: (item: TransactionItem) => void;
 	onAnticipate?: (item: TransactionItem) => void;
 	onViewAnticipationHistory?: (item: TransactionItem) => void;
+	onConvertToInstallment?: (item: TransactionItem) => void;
+	onConvertToRecurring?: (item: TransactionItem) => void;
 };
 
 export function TransactionActionsMenu({
@@ -46,6 +50,8 @@ export function TransactionActionsMenu({
 	onRefund,
 	onAnticipate,
 	onViewAnticipationHistory,
+	onConvertToInstallment,
+	onConvertToRecurring,
 }: TransactionActionsMenuProps) {
 	const isOwnData = item.userId === currentUserId;
 	const canRefund =
@@ -55,9 +61,27 @@ export function TransactionActionsMenu({
 		!item.splitGroupId &&
 		!item.readonly &&
 		!item.note?.startsWith(REFUND_NOTE_PREFIX);
+
 	const showInstallmentActions =
 		isOwnData && item.condition === "Parcelado" && item.seriesId;
 
+	const canConvertToInstallment =
+		isOwnData &&
+		item.paymentMethod === CREDIT_CARD_PAYMENT_METHOD &&
+		item.condition === "À vista" &&
+		!item.splitGroupId &&
+		!item.isDivided &&
+		!item.readonly &&
+		Boolean(onConvertToInstallment);
+
+	const canConvertToRecurring =
+		isOwnData &&
+		item.condition === "À vista" &&
+		!item.splitGroupId &&
+		!item.isDivided &&
+		!item.readonly &&
+		Boolean(onConvertToRecurring);
+
 	return (
 		<DropdownMenu>
 			<DropdownMenuTrigger asChild>
@@ -112,6 +136,20 @@ export function TransactionActionsMenu({
 					</DropdownMenuItem>
 				) : null}
 
+				{canConvertToInstallment ? (
+					<DropdownMenuItem onSelect={() => onConvertToInstallment?.(item)}>
+						{getConditionIcon("Parcelado")}
+						Converter em Parcelamento
+					</DropdownMenuItem>
+				) : null}
+
+				{canConvertToRecurring ? (
+					<DropdownMenuItem onSelect={() => onConvertToRecurring?.(item)}>
+						{getConditionIcon("Recorrente")}
+						Converter em Recorrente
+					</DropdownMenuItem>
+				) : null}
+
 				{isOwnData ? (
 					<DropdownMenuItem
 						variant="destructive"

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

@@ -47,6 +47,8 @@ type BuildColumnsArgs = {
 	onToggleSettlement?: (item: TransactionItem) => void;
 	onAnticipate?: (item: TransactionItem) => void;
 	onViewAnticipationHistory?: (item: TransactionItem) => void;
+	onConvertToInstallment?: (item: TransactionItem) => void;
+	onConvertToRecurring?: (item: TransactionItem) => void;
 	isSettlementLoading: (id: string) => boolean;
 	showActions: boolean;
 	columnOrder?: string[] | null;
@@ -109,6 +111,8 @@ function buildColumns({
 	onToggleSettlement,
 	onAnticipate,
 	onViewAnticipationHistory,
+	onConvertToInstallment,
+	onConvertToRecurring,
 	isSettlementLoading,
 	showActions,
 }: BuildColumnsArgs): ColumnDef<TransactionItem>[] {
@@ -122,6 +126,8 @@ function buildColumns({
 	const handleToggleSettlement = onToggleSettlement ?? noop;
 	const handleAnticipate = onAnticipate ?? noop;
 	const handleViewAnticipationHistory = onViewAnticipationHistory ?? noop;
+	const handleConvertToInstallment = onConvertToInstallment ?? noop;
+	const handleConvertToRecurring = onConvertToRecurring ?? noop;
 
 	const columns: ColumnDef<TransactionItem>[] = [
 		{
@@ -545,6 +551,12 @@ function buildColumns({
 						onRefund={handleRefund}
 						onAnticipate={handleAnticipate}
 						onViewAnticipationHistory={handleViewAnticipationHistory}
+						onConvertToInstallment={
+							onConvertToInstallment ? handleConvertToInstallment : undefined
+						}
+						onConvertToRecurring={
+							onConvertToRecurring ? handleConvertToRecurring : undefined
+						}
 					/>
 				</div>
 			),

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

@@ -39,6 +39,8 @@ type TransactionsMobileListProps = {
 	onToggleSettlement?: (item: TransactionItem) => void;
 	onAnticipate?: (item: TransactionItem) => void;
 	onViewAnticipationHistory?: (item: TransactionItem) => void;
+	onConvertToInstallment?: (item: TransactionItem) => void;
+	onConvertToRecurring?: (item: TransactionItem) => void;
 	isSettlementLoading: (id: string) => boolean;
 	showActions?: boolean;
 };
@@ -55,6 +57,8 @@ export function TransactionsMobileList({
 	onToggleSettlement,
 	onAnticipate,
 	onViewAnticipationHistory,
+	onConvertToInstallment,
+	onConvertToRecurring,
 	isSettlementLoading,
 	showActions = true,
 }: TransactionsMobileListProps) {
@@ -74,6 +78,8 @@ export function TransactionsMobileList({
 					onToggleSettlement={onToggleSettlement}
 					onAnticipate={onAnticipate}
 					onViewAnticipationHistory={onViewAnticipationHistory}
+					onConvertToInstallment={onConvertToInstallment}
+					onConvertToRecurring={onConvertToRecurring}
 					isSettlementLoading={isSettlementLoading}
 					showActions={showActions}
 				/>
@@ -98,6 +104,8 @@ function TransactionMobileCard({
 	onToggleSettlement,
 	onAnticipate,
 	onViewAnticipationHistory,
+	onConvertToInstallment,
+	onConvertToRecurring,
 	isSettlementLoading,
 	showActions = true,
 }: TransactionMobileCardProps) {
@@ -261,6 +269,8 @@ function TransactionMobileCard({
 									onRefund={onRefund}
 									onAnticipate={onAnticipate}
 									onViewAnticipationHistory={onViewAnticipationHistory}
+									onConvertToInstallment={onConvertToInstallment}
+									onConvertToRecurring={onConvertToRecurring}
 								/>
 							</div>
 						) : null}

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

@@ -71,6 +71,8 @@ type TransactionsTableProps = {
 	onBulkImport?: (items: TransactionItem[]) => void;
 	onViewDetails?: (item: TransactionItem) => void;
 	onRefund?: (item: TransactionItem) => void;
+	onConvertToInstallment?: (item: TransactionItem) => void;
+	onConvertToRecurring?: (item: TransactionItem) => void;
 	onToggleSettlement?: (item: TransactionItem) => void;
 	onAnticipate?: (item: TransactionItem) => void;
 	onViewAnticipationHistory?: (item: TransactionItem) => void;
@@ -100,6 +102,8 @@ export function TransactionsTable({
 	onBulkImport,
 	onViewDetails,
 	onRefund,
+	onConvertToInstallment,
+	onConvertToRecurring,
 	onToggleSettlement,
 	onAnticipate,
 	onViewAnticipationHistory,
@@ -134,6 +138,8 @@ export function TransactionsTable({
 				onConfirmDelete,
 				onViewDetails,
 				onRefund,
+				onConvertToInstallment,
+				onConvertToRecurring,
 				onToggleSettlement,
 				onAnticipate,
 				onViewAnticipationHistory,
@@ -151,6 +157,8 @@ export function TransactionsTable({
 			onConfirmDelete,
 			onViewDetails,
 			onRefund,
+			onConvertToInstallment,
+			onConvertToRecurring,
 			onToggleSettlement,
 			onAnticipate,
 			onViewAnticipationHistory,

src/features/transactions/lib/installment-detection.ts

@@ -0,0 +1,49 @@
+export type InstallmentDetection = {
+	name: string;
+	currentInstallment: number;
+	installmentCount: number;
+};
+
+const INSTALLMENT_SUFFIX_PATTERNS = [
+	/^(?<name>.+?)\s*[-–—]?\s*parcela\s+(?<current>\d{1,2})\s+de\s+(?<total>\d{1,2})\s*$/iu,
+	/^(?<name>.+?)\s*[-–—]?\s*parcela\s+(?<current>\d{1,2})\s*\/\s*(?<total>\d{1,2})\s*$/iu,
+	/^(?<name>.+?)\s*\((?<current>\d{1,2})\s*[/?]\s*(?<total>\d{1,2})\)\s*$/u,
+	/^(?<name>.+?)\s+(?<current>\d{1,2})\s*[/?]\s*(?<total>\d{1,2})\s*$/u,
+];
+
+const normalizeDetectedName = (value: string) =>
+	value
+		.trim()
+		.replace(/\s+[-–—:]\s*$/u, "")
+		.trim();
+
+export function detectInstallmentFromName(
+	value: string | null | undefined,
+): InstallmentDetection | null {
+	const text = value?.trim();
+	if (!text) return null;
+
+	for (const pattern of INSTALLMENT_SUFFIX_PATTERNS) {
+		const match = pattern.exec(text);
+		const groups = match?.groups;
+		if (!groups) continue;
+
+		const currentInstallment = Number(groups.current);
+		const installmentCount = Number(groups.total);
+		const name = normalizeDetectedName(groups.name ?? "");
+
+		if (
+			name.length > 0 &&
+			Number.isInteger(currentInstallment) &&
+			Number.isInteger(installmentCount) &&
+			currentInstallment >= 1 &&
+			installmentCount >= 2 &&
+			currentInstallment <= installmentCount &&
+			installmentCount <= 60
+		) {
+			return { name, currentInstallment, installmentCount };
+		}
+	}
+
+	return null;
+}

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();
 		};
 	}, []);

src/shared/lib/import/types.ts

@@ -4,6 +4,7 @@ export type ImportedTransaction = {
 	amount: number; // positivo = receita, negativo = despesa
 	description: string; // MEMO ou NAME
 	transactionType: "income" | "expense";
+	categoryRaw?: string | null;
 };
 
 export type ImportStatement = {

src/shared/lib/import/xls-parser.ts

@@ -99,6 +99,7 @@ export async function parseXls(buffer: ArrayBuffer): Promise<ImportStatement> {
 		const typeRaw =
 			values[4] != null ? String(values[4]).toLowerCase().trim() : "";
 		const transactionType = typeRaw === "receita" ? "income" : "expense";
+		const categoryRaw = values[5] != null ? String(values[5]).trim() : null;
 
 		if (!date || !description || amount === null || amount <= 0) return;
 
@@ -108,6 +109,7 @@ export async function parseXls(buffer: ArrayBuffer): Promise<ImportStatement> {
 			amount,
 			description,
 			transactionType,
+			categoryRaw,
 		});
 	});
 
@@ -132,16 +134,17 @@ export async function generateXlsTemplate(): Promise<ArrayBuffer> {
 	const ws = workbook.addWorksheet("Lançamentos");
 
 	ws.addRows([
-		["Data", "Descrição", "Valor", "Tipo"],
+		["Data", "Descrição", "Valor", "Tipo", "Categoria"],
-		["01/03/2026", "Ingressos São Januário", 160, "despesa"],
+		["01/03/2026", "Ingressos São Januário", 160, "despesa", "Lazer"],
-		["01/03/2026", "Salário", 3000.0, "receita"],
+		["01/03/2026", "Salário", 3000.0, "receita", "Salário"],
-		["01/03/2026", "Posto do Vasco da Gama", 89.9, "despesa"],
+		["01/03/2026", "Posto do Vasco da Gama", 89.9, "despesa", "Transporte"],
 	]);
 
 	ws.getColumn(1).width = 14;
 	ws.getColumn(2).width = 32;
 	ws.getColumn(3).width = 12;
 	ws.getColumn(4).width = 10;
+	ws.getColumn(5).width = 24;
 
 	// Dropdown para coluna Tipo (D2:D100)
 	for (let i = 2; i <= 100; i++) {