chore: preparar versão 2.7.11

.github/workflows/ci.yml

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

.github/workflows/docker-publish.yml

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

.github/workflows/release.yml

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

.gitignore

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

AGENTS.md

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

CHANGELOG.md

@@ -5,6 +5,42 @@ 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/).
 
+## [2.7.11] - 2026-06-28
+
+Esta atualização melhora a leitura diária dos lançamentos e deixa a nova visualização opcional, mantendo a possibilidade de voltar ao formato anterior quando a lista agrupada não for a melhor escolha para o usuário.
+
+### Adicionado
+- Preferências: nova opção `Agrupar por data` em Ajustes > Preferências > Lançamentos para alternar entre a lista agrupada por data e a visualização anterior.
+- Lançamentos: a lista agora pode exibir uma barra de data por grupo no formato `TER, 26 JUN 2026`, reunindo os lançamentos daquele dia.
+
+### Alterado
+- Lançamentos: quando o agrupamento por data está ativo, os cards e linhas deixam de repetir a data em cada item, reduzindo ruído visual e mantendo vencimentos de boleto como informação do lançamento.
+- Lançamentos: a preferência de agrupamento por data é aplicada nas listagens principais, extratos de conta, faturas de cartão, detalhes de pessoa e detalhes de categoria.
+- Interface: checkboxes passam a usar um visual mais compacto.
+- Documentação: o README agora cita o agrupamento por data entre as opções de personalização.
+
+### Corrigido
+- Lançamentos: o seletor de data em modais de criação e edição volta a aceitar a data selecionada no calendário.
+
+## [2.7.10] - 2026-06-27
+
+Esta versão ajusta a experiência de leitura dos lançamentos parcelados após antecipações, permitindo esconder parcelas já liquidadas por antecipação sem perder o histórico quando ele ainda for necessário.
+
+### Adicionado
+- Ajustes: nova preferência `Ocultar parcelas antecipadas` para remover da tabela lançamentos marcados como parcela antecipada.
+
+### Alterado
+- Lançamentos: a preferência passa a ser aplicada nas listagens principais, extratos de conta, faturas de cartão, detalhes de pessoa, detalhes de categoria e exportação de lançamentos, preservando paginação e contagens visíveis.
+
+## [2.7.9] - 2026-06-21
+
+Esta versão torna a publicação mais previsível ao separar a validação contínua da entrega de versões oficiais. Pull requests e a branch principal continuam sendo verificadas, enquanto imagens Docker e releases passam a ser produzidas somente a partir de uma tag SemVer validada.
+
+### Alterado
+- CI: pull requests e pushes na `main` agora executam geração de tipos, verificação TypeScript, lint e build sem publicar imagens.
+- Releases: tags `vX.Y.Z` agora validam sua correspondência com o `package.json` e o `CHANGELOG.md` antes de publicar as imagens Docker e criar a GitHub Release.
+- Docker: as tags versionadas e `latest` passam a ser publicadas exclusivamente por releases oficiais, depois das verificações de qualidade.
+
 ## [2.7.8] - 2026-06-21
 
 Esta versão deixa documentos e comprovantes mais fáceis de guardar e encontrar sem tirar o foco da rotina financeira. Agora é possível manter arquivos junto às notas, consultar a galeria por pessoa com identificação visual e abrir uma categoria diretamente das tendências do dashboard, sempre preservando o contexto do período selecionado.

CLAUDE.md

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

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-2.7.8-blue?style=flat-square)](CHANGELOG.md)
+[![Version](https://img.shields.io/badge/version-2.7.11-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/)
@@ -89,7 +89,7 @@ A ideia é simples: ter um lugar onde consigo ver todas as minhas contas, cartõ
   <img src="./public/images/companion-preview-light.webp" alt="OpenMonetis Companion" width="300" height="600" />
 </p>
 
-⚙️ **Personalização** — Tema dark/light, modo privacidade, ordem das colunas, exibição de anotações, tamanho máximo de anexos, resumo opcional no modal de lançamento e changelog visual para acompanhar as novidades do app.
+⚙️ **Personalização** — Tema dark/light, modo privacidade, ordem das colunas, agrupamento por data em lançamentos, exibição de anotações, tamanho máximo de anexos, resumo opcional no modal de lançamento e changelog visual para acompanhar as novidades do app.
 
 ### Stack técnica
 
@@ -623,6 +623,17 @@ A regra é: `actions.ts` e `queries.ts` são as portas de entrada da feature. Tu
 
 Antes de começar, leia o [`CLAUDE.md`](CLAUDE.md) — ele documenta a arquitetura, convenções de nomenclatura, regras de queries e o checklist para novas features. Use TypeScript, commits semânticos e mantenha o `CHANGELOG.md` atualizado.
 
+### Publicando uma versão
+
+As validações rodam em pull requests e em cada push na `main`. A publicação só começa quando uma tag SemVer aponta para um commit validado e a versão da tag corresponde ao `package.json` e ao `CHANGELOG.md`.
+
+```bash
+git tag -a v2.7.11 -m "v2.7.11"
+git push origin v2.7.11
+```
+
+O workflow da tag valida o código, publica as imagens Docker versionadas e `latest` e, somente depois, cria a GitHub Release com as notas do changelog.
+
 ---
 
 ## 💖 Apoie o Projeto

drizzle/0032_bumpy_spencer_smythe.sql

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

drizzle/0033_demonic_supreme_intelligence.sql

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

drizzle/meta/_journal.json

@@ -218,6 +218,20 @@
 			"when": 1782051007412,
 			"tag": "0031_lame_cerise",
 			"breakpoints": true
+		},
+		{
+			"idx": 32,
+			"version": "7",
+			"when": 1782569103402,
+			"tag": "0032_bumpy_spencer_smythe",
+			"breakpoints": true
+		},
+		{
+			"idx": 33,
+			"version": "7",
+			"when": 1782685465530,
+			"tag": "0033_demonic_supreme_intelligence",
+			"breakpoints": true
 		}
 	]
 }

package.json

@@ -1,6 +1,6 @@
 {
 	"name": "openmonetis",
-	"version": "2.7.8",
+	"version": "2.7.11",
 	"private": true,
 	"packageManager": "pnpm@11.1.3",
 	"scripts": {
@@ -31,32 +31,32 @@
 		"mockup": "tsx scripts/mock-data.ts"
 	},
 	"dependencies": {
-		"@ai-sdk/anthropic": "^3.0.81",
+		"@ai-sdk/anthropic": "^3.0.88",
-		"@ai-sdk/google": "^3.0.80",
+		"@ai-sdk/google": "^3.0.85",
-		"@ai-sdk/openai": "^3.0.67",
+		"@ai-sdk/openai": "^3.0.76",
-		"@ai-sdk/openai-compatible": "^2.0.48",
+		"@ai-sdk/openai-compatible": "^2.0.53",
-		"@aws-sdk/client-s3": "^3.1059.0",
+		"@aws-sdk/client-s3": "^3.1075.0",
-		"@aws-sdk/s3-request-presigner": "^3.1059.0",
+		"@aws-sdk/s3-request-presigner": "^3.1075.0",
-		"@better-auth/passkey": "^1.6.14",
+		"@better-auth/passkey": "^1.6.22",
 		"@dnd-kit/core": "^6.3.1",
 		"@dnd-kit/sortable": "^10.0.0",
 		"@dnd-kit/utilities": "^3.2.2",
-		"@openrouter/ai-sdk-provider": "^2.9.0",
+		"@openrouter/ai-sdk-provider": "^2.10.0",
 		"@radix-ui/react-alert-dialog": "1.1.15",
 		"@radix-ui/react-avatar": "1.1.11",
 		"@radix-ui/react-checkbox": "1.3.3",
 		"@radix-ui/react-collapsible": "1.1.12",
 		"@radix-ui/react-dialog": "1.1.15",
 		"@radix-ui/react-dropdown-menu": "2.1.16",
-		"@radix-ui/react-hover-card": "^1.1.15",
+		"@radix-ui/react-hover-card": "^1.1.17",
 		"@radix-ui/react-label": "2.1.8",
-		"@radix-ui/react-navigation-menu": "^1.2.14",
+		"@radix-ui/react-navigation-menu": "^1.2.16",
-		"@radix-ui/react-popover": "^1.1.15",
+		"@radix-ui/react-popover": "^1.1.17",
 		"@radix-ui/react-progress": "1.1.8",
-		"@radix-ui/react-radio-group": "^1.3.8",
+		"@radix-ui/react-radio-group": "^1.4.1",
 		"@radix-ui/react-select": "2.2.6",
 		"@radix-ui/react-separator": "1.1.8",
-		"@radix-ui/react-slider": "^1.3.6",
+		"@radix-ui/react-slider": "^1.4.1",
 		"@radix-ui/react-slot": "1.2.4",
 		"@radix-ui/react-switch": "1.2.6",
 		"@radix-ui/react-tabs": "1.1.13",
@@ -64,11 +64,11 @@
 		"@radix-ui/react-toggle-group": "1.1.11",
 		"@radix-ui/react-tooltip": "1.2.8",
 		"@remixicon/react": "4.9.0",
-		"@tanstack/react-query": "^5.101.0",
+		"@tanstack/react-query": "^5.101.1",
 		"@tanstack/react-table": "8.21.3",
-		"@tanstack/react-virtual": "^3.14.2",
+		"@tanstack/react-virtual": "^3.14.4",
-		"ai": "^6.0.195",
+		"ai": "^6.0.213",
-		"better-auth": "1.6.14",
+		"better-auth": "1.6.22",
 		"canvas-confetti": "^1.9.4",
 		"class-variance-authority": "0.7.1",
 		"clsx": "2.1.1",
@@ -86,7 +86,7 @@
 		"react-day-picker": "^10.0.1",
 		"react-dom": "19.2.7",
 		"recharts": "3.8.1",
-		"resend": "^6.12.4",
+		"resend": "^6.16.0",
 		"sonner": "2.0.7",
 		"tailwind-merge": "3.6.0",
 		"tw-animate-css": "^1.4.0",
@@ -105,7 +105,7 @@
 		"babel-plugin-react-compiler": "^1.0.0",
 		"dotenv": "^17.4.2",
 		"drizzle-kit": "0.31.10",
-		"knip": "^6.15.0",
+		"knip": "^6.22.0",
 		"tailwindcss": "4.3.0",
 		"tsx": "4.22.4",
 		"typescript": "6.0.3"

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

@@ -109,6 +109,8 @@ export default async function Page({ params, searchParams }: PageProps) {
 		filters: searchFilters,
 		slugMaps,
 		accountId: account.id,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const transactionsPage = await fetchAccountTransactionsPage(
@@ -233,6 +235,9 @@ export default async function Page({ params, searchParams }: PageProps) {
 					)}
 					noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 					columnOrder={userPreferences?.transactionsColumnOrder ?? null}
+					groupTransactionsByDate={
+						userPreferences?.groupTransactionsByDate ?? true
+					}
 					attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
 				/>
 			</section>

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

@@ -82,6 +82,8 @@ export default async function Page({ params, searchParams }: PageProps) {
 		filters: searchFilters,
 		slugMaps,
 		cardId: card.id,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const transactionRows = await fetchCardTransactions(filters);
@@ -210,6 +212,9 @@ export default async function Page({ params, searchParams }: PageProps) {
 					allowCreate
 					noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 					columnOrder={userPreferences?.transactionsColumnOrder ?? null}
+					groupTransactionsByDate={
+						userPreferences?.groupTransactionsByDate ?? true
+					}
 					attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
 					defaultCardId={card.id}
 					defaultPaymentMethod="Cartão de crédito"

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

@@ -41,13 +41,17 @@ export default async function Page({ params, searchParams }: PageProps) {
 	const periodoParam = getSingleParam(resolvedSearchParams, "periodo");
 	const { period: selectedPeriod } = parsePeriodParam(periodoParam);
 
-	const [detail, filterSources, estabelecimentos, userPreferences] =
+	const [filterSources, estabelecimentos, userPreferences] = await Promise.all([
-		await Promise.all([
+		fetchTransactionFilterSources(userId),
-			fetchCategoryDetails(userId, categoryId, selectedPeriod),
+		fetchRecentEstablishments(userId),
-			fetchTransactionFilterSources(userId),
+		fetchUserPreferences(userId),
-			fetchRecentEstablishments(userId),
+	]);
-			fetchUserPreferences(userId),
+	const detail = await fetchCategoryDetails(
-		]);
+		userId,
+		categoryId,
+		selectedPeriod,
+		userPreferences?.hideAnticipatedInstallments ?? false,
+	);
 
 	if (!detail) {
 		notFound();
@@ -101,6 +105,9 @@ export default async function Page({ params, searchParams }: PageProps) {
 				allowCreate={true}
 				noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 				columnOrder={userPreferences?.transactionsColumnOrder ?? null}
+				groupTransactionsByDate={
+					userPreferences?.groupTransactionsByDate ?? true
+				}
 				attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
 			/>
 		</main>

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

@@ -131,6 +131,7 @@ export default async function Page({ params, searchParams }: PageProps) {
 				...EMPTY_FILTERS,
 				searchFilter: allSearchFilters.searchFilter, // Permitir busca mesmo em modo read-only
 			};
+	const userPreferences = await fetchUserPreferences(userId);
 
 	let filterSources: Awaited<
 		ReturnType<typeof fetchTransactionFilterSources>
@@ -163,6 +164,8 @@ export default async function Page({ params, searchParams }: PageProps) {
 		filters: searchFilters,
 		slugMaps,
 		payerId: pagador.id,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const sharesPromise = canEdit
@@ -184,7 +187,6 @@ export default async function Page({ params, searchParams }: PageProps) {
 		shareRows,
 		currentUserShare,
 		estabelecimentos,
-		userPreferences,
 	] = await Promise.all([
 		fetchPayerTransactions(filters),
 		fetchPayerMonthlyBreakdown({
@@ -220,7 +222,6 @@ export default async function Page({ params, searchParams }: PageProps) {
 		sharesPromise,
 		currentUserSharePromise,
 		fetchRecentEstablishments(userId),
-		fetchUserPreferences(userId),
 	]);
 
 	const mappedTransactions = mapTransactionsData(transactionRows);
@@ -407,6 +408,9 @@ export default async function Page({ params, searchParams }: PageProps) {
 								allowCreate={canEdit}
 								noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 								columnOrder={userPreferences?.transactionsColumnOrder ?? null}
+								groupTransactionsByDate={
+									userPreferences?.groupTransactionsByDate ?? true
+								}
 								attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
 								importPayerOptions={loggedUserOptionSets?.payerOptions}
 								importSplitPayerOptions={

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

@@ -85,6 +85,12 @@ export default async function Page() {
 								showTransactionSummary={
 									userPreferences?.showTransactionSummary ?? true
 								}
+								groupTransactionsByDate={
+									userPreferences?.groupTransactionsByDate ?? true
+								}
+								hideAnticipatedInstallments={
+									userPreferences?.hideAnticipatedInstallments ?? false
+								}
 							/>
 						</div>
 					</Card>

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

@@ -53,6 +53,8 @@ export default async function Page({ searchParams }: PageProps) {
 		period: selectedPeriod,
 		filters: searchFilters,
 		slugMaps,
+		hideAnticipatedInstallments:
+			userPreferences?.hideAnticipatedInstallments ?? false,
 	});
 
 	const [transactionsPage, estabelecimentos] = await Promise.all([
@@ -112,6 +114,9 @@ export default async function Page({ searchParams }: PageProps) {
 					}}
 					noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
 					columnOrder={userPreferences?.transactionsColumnOrder ?? null}
+					groupTransactionsByDate={
+						userPreferences?.groupTransactionsByDate ?? true
+					}
 					attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
 				/>
 			</LogoPrefetchProvider>

src/db/schema.ts

@@ -157,6 +157,12 @@ export const userPreferences = pgTable("preferencias_usuario", {
 	showTransactionSummary: boolean("mostrar_resumo_lancamento")
 		.notNull()
 		.default(true),
+	groupTransactionsByDate: boolean("agrupar_lancamentos_por_data")
+		.notNull()
+		.default(true),
+	hideAnticipatedInstallments: boolean("ocultar_parcelas_antecipadas")
+		.notNull()
+		.default(false),
 	dashboardWidgets: jsonb("dashboard_widgets").$type<{
 		order: string[];
 		hidden: string[];

src/features/dashboard/categories/category-details-queries.ts

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

src/features/settings/actions.ts

@@ -69,6 +69,8 @@ const updatePreferencesSchema = z.object({
 	transactionsColumnOrder: z.array(z.string()).nullable(),
 	attachmentMaxSizeMb: z.number().int().min(1).max(100),
 	showTransactionSummary: z.boolean(),
+	groupTransactionsByDate: z.boolean(),
+	hideAnticipatedInstallments: z.boolean(),
 });
 
 type ResettableUser = {
@@ -584,6 +586,8 @@ export async function updatePreferencesAction(
 					transactionsColumnOrder: validated.transactionsColumnOrder,
 					attachmentMaxSizeMb: validated.attachmentMaxSizeMb,
 					showTransactionSummary: validated.showTransactionSummary,
+					groupTransactionsByDate: validated.groupTransactionsByDate,
+					hideAnticipatedInstallments: validated.hideAnticipatedInstallments,
 					updatedAt: new Date(),
 				})
 				.where(eq(schema.userPreferences.userId, session.user.id));
@@ -595,6 +599,8 @@ export async function updatePreferencesAction(
 				transactionsColumnOrder: validated.transactionsColumnOrder,
 				attachmentMaxSizeMb: validated.attachmentMaxSizeMb,
 				showTransactionSummary: validated.showTransactionSummary,
+				groupTransactionsByDate: validated.groupTransactionsByDate,
+				hideAnticipatedInstallments: validated.hideAnticipatedInstallments,
 			});
 		}
 

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

@@ -43,6 +43,8 @@ interface PreferencesFormProps {
 	transactionsColumnOrder: string[] | null;
 	attachmentMaxSizeMb: number;
 	showTransactionSummary: boolean;
+	groupTransactionsByDate: boolean;
+	hideAnticipatedInstallments: boolean;
 }
 
 function SortableColumnItem({ id }: { id: string }) {
@@ -87,6 +89,8 @@ export function PreferencesForm({
 	transactionsColumnOrder: initialColumnOrder,
 	attachmentMaxSizeMb: initialAttachmentMaxSizeMb,
 	showTransactionSummary: initialShowTransactionSummary,
+	groupTransactionsByDate: initialGroupTransactionsByDate,
+	hideAnticipatedInstallments: initialHideAnticipatedInstallments,
 }: PreferencesFormProps) {
 	const router = useRouter();
 	const [isPending, startTransition] = useTransition();
@@ -109,6 +113,11 @@ export function PreferencesForm({
 	const [showTransactionSummary, setShowTransactionSummary] = useState(
 		initialShowTransactionSummary,
 	);
+	const [groupTransactionsByDate, setGroupTransactionsByDate] = useState(
+		initialGroupTransactionsByDate,
+	);
+	const [hideAnticipatedInstallments, setHideAnticipatedInstallments] =
+		useState(initialHideAnticipatedInstallments);
 
 	const sensors = useSensors(
 		useSensor(PointerSensor, { activationConstraint: { distance: 8 } }),
@@ -135,6 +144,8 @@ export function PreferencesForm({
 				transactionsColumnOrder: columnOrder,
 				attachmentMaxSizeMb,
 				showTransactionSummary,
+				groupTransactionsByDate,
+				hideAnticipatedInstallments,
 			});
 
 			if (result.success) {
@@ -198,6 +209,46 @@ export function PreferencesForm({
 
 				<Separator />
 
+				<section className="flex items-center justify-between max-w-md gap-4">
+					<div className="space-y-2">
+						<Label htmlFor="group-transactions-by-date" className="text-sm">
+							Agrupar por data
+						</Label>
+						<p className="text-sm text-muted-foreground">
+							Mostra uma barra de data acima dos lançamentos daquele dia. Quando
+							desativado, a data volta a aparecer em cada lançamento.
+						</p>
+					</div>
+					<Switch
+						id="group-transactions-by-date"
+						checked={groupTransactionsByDate}
+						onCheckedChange={setGroupTransactionsByDate}
+						disabled={isPending}
+					/>
+				</section>
+
+				<Separator />
+
+				<section className="flex items-center justify-between max-w-md gap-4">
+					<div className="space-y-2">
+						<Label htmlFor="hide-anticipated-installments" className="text-sm">
+							Ocultar parcelas antecipadas
+						</Label>
+						<p className="text-sm text-muted-foreground">
+							Quando ativo, parcelas já antecipadas não aparecem na tabela de
+							lançamentos.
+						</p>
+					</div>
+					<Switch
+						id="hide-anticipated-installments"
+						checked={hideAnticipatedInstallments}
+						onCheckedChange={setHideAnticipatedInstallments}
+						disabled={isPending}
+					/>
+				</section>
+
+				<Separator />
+
 				<section className="space-y-2 max-w-md">
 					<Label className="text-sm">Ordem das colunas</Label>
 					<p className="text-sm text-muted-foreground">

src/features/settings/queries.ts

@@ -7,6 +7,8 @@ interface UserPreferences {
 	transactionsColumnOrder: string[] | null;
 	attachmentMaxSizeMb: number;
 	showTransactionSummary: boolean;
+	groupTransactionsByDate: boolean;
+	hideAnticipatedInstallments: boolean;
 }
 
 interface ApiToken {
@@ -36,6 +38,9 @@ export async function fetchUserPreferences(
 			transactionsColumnOrder: schema.userPreferences.transactionsColumnOrder,
 			attachmentMaxSizeMb: schema.userPreferences.attachmentMaxSizeMb,
 			showTransactionSummary: schema.userPreferences.showTransactionSummary,
+			groupTransactionsByDate: schema.userPreferences.groupTransactionsByDate,
+			hideAnticipatedInstallments:
+				schema.userPreferences.hideAnticipatedInstallments,
 		})
 		.from(schema.userPreferences)
 		.where(eq(schema.userPreferences.userId, userId))

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

@@ -2,6 +2,7 @@
 
 import { z } from "zod";
 import { fetchAccountTransactions } from "@/features/accounts/statement-queries";
+import { fetchUserPreferences } from "@/features/settings/queries";
 import type { TransactionsExportContext } from "@/features/transactions/lib/export-types";
 import {
 	buildSluggedFilters,
@@ -60,7 +61,10 @@ export async function exportTransactionsDataAction(
 	try {
 		const userId = await getUserId();
 		const validated = exportTransactionsSchema.parse(input);
-		const filterSources = await fetchTransactionFilterSources(userId);
+		const [filterSources, userPreferences] = await Promise.all([
+			fetchTransactionFilterSources(userId),
+			fetchUserPreferences(userId),
+		]);
 		const sluggedFilters = buildSluggedFilters(filterSources);
 		const slugMaps = buildSlugMaps(sluggedFilters);
 
@@ -72,6 +76,8 @@ export async function exportTransactionsDataAction(
 			accountId: validated.accountId ?? undefined,
 			cardId: validated.cardId ?? undefined,
 			payerId: validated.payerId ?? undefined,
+			hideAnticipatedInstallments:
+				userPreferences?.hideAnticipatedInstallments ?? false,
 		});
 
 		const rows =

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

@@ -82,6 +82,7 @@ interface TransactionsPageProps {
 	allowCreate?: boolean;
 	noteAsColumn?: boolean;
 	columnOrder?: string[] | null;
+	groupTransactionsByDate?: boolean;
 	defaultCardId?: string | null;
 	defaultPaymentMethod?: string | null;
 	lockCardSelection?: boolean;
@@ -119,6 +120,7 @@ export function TransactionsPage({
 	allowCreate = true,
 	noteAsColumn = false,
 	columnOrder = null,
+	groupTransactionsByDate = true,
 	defaultCardId,
 	defaultPaymentMethod,
 	lockCardSelection,
@@ -745,6 +747,7 @@ export function TransactionsPage({
 				currentUserId={currentUserId}
 				noteAsColumn={noteAsColumn}
 				columnOrder={columnOrder}
+				groupTransactionsByDate={groupTransactionsByDate}
 				payerFilterOptions={payerFilterOptions}
 				categoryFilterOptions={categoryFilterOptions}
 				accountCardFilterOptions={accountCardFilterOptions}

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

@@ -51,6 +51,7 @@ type BuildColumnsArgs = {
 	onConvertToRecurring?: (item: TransactionItem) => void;
 	isSettlementLoading: (id: string) => boolean;
 	showActions: boolean;
+	showDateGroups: boolean;
 	columnOrder?: string[] | null;
 };
 
@@ -115,6 +116,7 @@ function buildColumns({
 	onConvertToRecurring,
 	isSettlementLoading,
 	showActions,
+	showDateGroups,
 }: BuildColumnsArgs): ColumnDef<TransactionItem>[] {
 	const noop = () => undefined;
 	const handleEdit = onEdit ?? noop;
@@ -194,12 +196,14 @@ function buildColumns({
 					<span className="flex items-center gap-2">
 						<EstablishmentLogo name={name} size={32} />
 						<span className="flex flex-col py-0.5">
-							<span className="text-xs text-muted-foreground flex items-center gap-2">
+							{showDateGroups ? null : (
-								{formatDate(purchaseDate)}
+								<span className="text-xs text-muted-foreground flex items-center gap-2">
-								{dueDateLabel ? (
+									{formatDate(purchaseDate)}
-									<span className="text-primary">{dueDateLabel}</span>
+									{dueDateLabel ? (
-								) : null}
+										<span className="text-primary">{dueDateLabel}</span>
-							</span>
+									) : null}
+								</span>
+							)}
 							<span className="flex items-center gap-1">
 								<Tooltip>
 									<TooltipTrigger asChild>
@@ -254,6 +258,15 @@ function buildColumns({
 									</Badge>
 								) : null}
 
+								{showDateGroups && dueDateLabel ? (
+									<Badge
+										variant="outline"
+										className="px-2 text-xs text-primary"
+									>
+										{dueDateLabel}
+									</Badge>
+								) : null}
+
 								{isAnticipated && (
 									<Tooltip>
 										<TooltipTrigger asChild>

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

@@ -20,7 +20,7 @@ import {
 	TooltipContent,
 	TooltipTrigger,
 } from "@/shared/components/ui/tooltip";
-import { formatDate } from "@/shared/utils/date";
+import { formatDate, formatDateGroupLabel } from "@/shared/utils/date";
 import { getConditionIcon, getPaymentMethodIcon } from "@/shared/utils/icons";
 import { cn } from "@/shared/utils/ui";
 import type { TransactionItem } from "../types";
@@ -43,6 +43,7 @@ type TransactionsMobileListProps = {
 	onConvertToRecurring?: (item: TransactionItem) => void;
 	isSettlementLoading: (id: string) => boolean;
 	showActions?: boolean;
+	showDateGroups?: boolean;
 };
 
 export function TransactionsMobileList({
@@ -61,28 +62,87 @@ export function TransactionsMobileList({
 	onConvertToRecurring,
 	isSettlementLoading,
 	showActions = true,
+	showDateGroups = true,
 }: TransactionsMobileListProps) {
+	const groups = data.reduce<
+		Array<{ date: string; label: string; items: TransactionItem[] }>
+	>((acc, item) => {
+		const date = item.purchaseDate?.slice(0, 10) ?? "";
+		const existingGroup = acc.find((group) => group.date === date);
+		if (existingGroup) {
+			existingGroup.items.push(item);
+			return acc;
+		}
+
+		acc.push({
+			date,
+			label: formatDateGroupLabel(item.purchaseDate),
+			items: [item],
+		});
+		return acc;
+	}, []);
+
+	if (!showDateGroups) {
+		return (
+			<div className="space-y-3 md:hidden">
+				{data.map((item) => (
+					<TransactionMobileCard
+						key={item.id}
+						item={item}
+						currentUserId={currentUserId}
+						onEdit={onEdit}
+						onCopy={onCopy}
+						onImport={onImport}
+						onConfirmDelete={onConfirmDelete}
+						onViewDetails={onViewDetails}
+						onRefund={onRefund}
+						onToggleSettlement={onToggleSettlement}
+						onAnticipate={onAnticipate}
+						onViewAnticipationHistory={onViewAnticipationHistory}
+						onConvertToInstallment={onConvertToInstallment}
+						onConvertToRecurring={onConvertToRecurring}
+						isSettlementLoading={isSettlementLoading}
+						showActions={showActions}
+						showDate
+					/>
+				))}
+			</div>
+		);
+	}
+
 	return (
-		<div className="space-y-3 md:hidden">
+		<div className="space-y-4 md:hidden">
-			{data.map((item) => (
+			{groups.map((group, groupIndex) => (
-				<TransactionMobileCard
+				<section
-					key={item.id}
+					key={`${group.date || group.label}-${groupIndex}`}
-					item={item}
+					className="space-y-2"
-					currentUserId={currentUserId}
+				>
-					onEdit={onEdit}
+					<div className="rounded-md border bg-muted/60 px-3 py-1.5 text-xs font-semibold tracking-wide text-muted-foreground">
-					onCopy={onCopy}
+						{group.label}
-					onImport={onImport}
+					</div>
-					onConfirmDelete={onConfirmDelete}
+					<div className="space-y-3">
-					onViewDetails={onViewDetails}
+						{group.items.map((item) => (
-					onRefund={onRefund}
+							<TransactionMobileCard
-					onToggleSettlement={onToggleSettlement}
+								key={item.id}
-					onAnticipate={onAnticipate}
+								item={item}
-					onViewAnticipationHistory={onViewAnticipationHistory}
+								currentUserId={currentUserId}
-					onConvertToInstallment={onConvertToInstallment}
+								onEdit={onEdit}
-					onConvertToRecurring={onConvertToRecurring}
+								onCopy={onCopy}
-					isSettlementLoading={isSettlementLoading}
+								onImport={onImport}
-					showActions={showActions}
+								onConfirmDelete={onConfirmDelete}
-				/>
+								onViewDetails={onViewDetails}
+								onRefund={onRefund}
+								onToggleSettlement={onToggleSettlement}
+								onAnticipate={onAnticipate}
+								onViewAnticipationHistory={onViewAnticipationHistory}
+								onConvertToInstallment={onConvertToInstallment}
+								onConvertToRecurring={onConvertToRecurring}
+								isSettlementLoading={isSettlementLoading}
+								showActions={showActions}
+							/>
+						))}
+					</div>
+				</section>
 			))}
 		</div>
 	);
@@ -90,6 +150,7 @@ export function TransactionsMobileList({
 
 type TransactionMobileCardProps = Omit<TransactionsMobileListProps, "data"> & {
 	item: TransactionItem;
+	showDate?: boolean;
 };
 
 function TransactionMobileCard({
@@ -108,6 +169,7 @@ function TransactionMobileCard({
 	onConvertToRecurring,
 	isSettlementLoading,
 	showActions = true,
+	showDate = false,
 }: TransactionMobileCardProps) {
 	const installmentBadge =
 		item.currentInstallment && item.installmentCount
@@ -156,10 +218,12 @@ function TransactionMobileCard({
 								{item.name}
 							</h3>
 							<div className="mt-1 flex min-w-0 flex-wrap items-center gap-x-2 gap-y-1 text-xs text-muted-foreground">
-								<span className="inline-flex items-center gap-1">
+								{showDate ? (
-									<RiCalendarEventLine className="size-3.5" aria-hidden />
+									<span className="inline-flex items-center gap-1">
-									{formatDate(item.purchaseDate)}
+										<RiCalendarEventLine className="size-3.5" aria-hidden />
-								</span>
+										{formatDate(item.purchaseDate)}
+									</span>
+								) : null}
 								{dueDateLabel ? (
 									<span className="font-medium text-primary">
 										{dueDateLabel}

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

@@ -9,13 +9,14 @@ import {
 	getCoreRowModel,
 	getPaginationRowModel,
 	getSortedRowModel,
+	type Row,
 	type RowSelectionState,
 	type SortingState,
 	useReactTable,
 	type VisibilityState,
 } from "@tanstack/react-table";
 import { usePathname, useRouter, useSearchParams } from "next/navigation";
-import { type ReactNode, useMemo, useState } from "react";
+import { Fragment, type ReactNode, useMemo, useState } from "react";
 import type {
 	TransactionsExportContext,
 	TransactionsPaginationState,
@@ -37,6 +38,7 @@ import {
 	TooltipProvider,
 	TooltipTrigger,
 } from "@/shared/components/ui/tooltip";
+import { formatDateGroupLabel } from "@/shared/utils/date";
 import { cn } from "@/shared/utils/ui";
 import { TransactionsExport } from "../transactions-export";
 import type {
@@ -79,6 +81,7 @@ type TransactionsTableProps = {
 	isSettlementLoading?: (id: string) => boolean;
 	showActions?: boolean;
 	showFilters?: boolean;
+	groupTransactionsByDate?: boolean;
 };
 
 export function TransactionsTable({
@@ -110,6 +113,7 @@ export function TransactionsTable({
 	isSettlementLoading,
 	showActions = true,
 	showFilters = true,
+	groupTransactionsByDate = true,
 }: TransactionsTableProps) {
 	const router = useRouter();
 	const pathname = usePathname();
@@ -145,12 +149,14 @@ export function TransactionsTable({
 				onViewAnticipationHistory,
 				isSettlementLoading: isSettlementLoading ?? (() => false),
 				showActions,
+				showDateGroups: groupTransactionsByDate,
 				columnOrder: columnOrderPreference,
 			}),
 		[
 			currentUserId,
 			noteAsColumn,
 			columnOrderPreference,
+			groupTransactionsByDate,
 			onEdit,
 			onCopy,
 			onImport,
@@ -191,6 +197,24 @@ export function TransactionsTable({
 
 	const rowModel = table.getRowModel();
 	const hasRows = rowModel.rows.length > 0;
+	const groupedRows = rowModel.rows.reduce<
+		Array<{ date: string; label: string; rows: Row<TransactionItem>[] }>
+	>((acc, row) => {
+		const date = row.original.purchaseDate?.slice(0, 10) ?? "";
+		const existingGroup = acc.find((group) => group.date === date);
+		if (existingGroup) {
+			existingGroup.rows.push(row);
+			return acc;
+		}
+
+		acc.push({
+			date,
+			label: formatDateGroupLabel(row.original.purchaseDate),
+			rows: [row],
+		});
+		return acc;
+	}, []);
+	const visibleColumnCount = table.getVisibleLeafColumns().length;
 	const totalRows = isServerPaginated
 		? (serverPagination?.totalItems ?? 0)
 		: table.getCoreRowModel().rows.length;
@@ -275,6 +299,25 @@ export function TransactionsTable({
 
 	const showTopControls =
 		Boolean(createSlot) || Boolean(onMassAdd) || showFilters;
+	const renderTransactionRow = (row: Row<TransactionItem>) => (
+		<TableRow
+			key={row.id}
+			className={cn(
+				row.original.paymentMethod === "Boleto" &&
+					row.original.dueDate &&
+					!row.original.isSettled &&
+					new Date(row.original.dueDate) < new Date()
+					? "bg-destructive/3 hover:bg-destructive/5"
+					: undefined,
+			)}
+		>
+			{row.getVisibleCells().map((cell) => (
+				<TableCell key={cell.id}>
+					{flexRender(cell.column.columnDef.cell, cell.getContext())}
+				</TableCell>
+			))}
+		</TableRow>
+	);
 
 	return (
 		<TooltipProvider>
@@ -366,7 +409,7 @@ export function TransactionsTable({
 			) : null}
 
 			<Card className="py-2">
-				<CardContent className="px-2 py-4 sm:px-4">
+				<CardContent className="px-2 sm:px-4">
 					{hasRows ? (
 						<>
 							<TransactionsMobileList
@@ -383,6 +426,7 @@ export function TransactionsTable({
 								onViewAnticipationHistory={onViewAnticipationHistory}
 								isSettlementLoading={isSettlementLoading ?? (() => false)}
 								showActions={showActions}
+								showDateGroups={groupTransactionsByDate}
 							/>
 
 							<div className="hidden overflow-x-auto md:block">
@@ -407,28 +451,23 @@ export function TransactionsTable({
 										))}
 									</TableHeader>
 									<TableBody>
-										{rowModel.rows.map((row) => (
+										{groupTransactionsByDate
-											<TableRow
+											? groupedRows.map((group, groupIndex) => (
-												key={row.id}
+													<Fragment
-												className={cn(
+														key={`${group.date || group.label}-${groupIndex}`}
-													row.original.paymentMethod === "Boleto" &&
+													>
-														row.original.dueDate &&
+														<TableRow className="border-y bg-muted/40 hover:bg-muted/60">
-														!row.original.isSettled &&
+															<TableCell
-														new Date(row.original.dueDate) < new Date()
+																colSpan={visibleColumnCount}
-														? "bg-destructive/3 hover:bg-destructive/5"
+																className="h-9 px-3 py-2 text-xs font-semibold text-muted-foreground"
-														: undefined,
+															>
-												)}
+																{group.label}
-											>
+															</TableCell>
-												{row.getVisibleCells().map((cell) => (
+														</TableRow>
-													<TableCell key={cell.id}>
+														{group.rows.map(renderTransactionRow)}
-														{flexRender(
+													</Fragment>
-															cell.column.columnDef.cell,
+												))
-															cell.getContext(),
+											: rowModel.rows.map(renderTransactionRow)}
-														)}
-													</TableCell>
-												))}
-											</TableRow>
-										))}
 									</TableBody>
 								</Table>
 							</div>

src/features/transactions/lib/page-helpers.ts

@@ -6,6 +6,7 @@ import {
 	ilike,
 	inArray,
 	isNotNull,
+	isNull,
 	lte,
 	or,
 	sql,
@@ -384,6 +385,7 @@ export const buildTransactionWhere = ({
 	cardId,
 	accountId,
 	payerId,
+	hideAnticipatedInstallments = false,
 }: {
 	userId: string;
 	period: string;
@@ -392,6 +394,7 @@ export const buildTransactionWhere = ({
 	cardId?: string;
 	accountId?: string;
 	payerId?: string;
+	hideAnticipatedInstallments?: boolean;
 }): SQL[] => {
 	const where: SQL[] = [eq(transactions.userId, userId)];
 
@@ -421,6 +424,15 @@ export const buildTransactionWhere = ({
 		where.push(eq(transactions.payerId, payerId));
 	}
 
+	if (hideAnticipatedInstallments) {
+		where.push(
+			or(
+				isNull(transactions.isAnticipated),
+				eq(transactions.isAnticipated, false),
+			) as SQL,
+		);
+	}
+
 	if (cardId) {
 		where.push(eq(transactions.cardId, cardId));
 	}

src/shared/components/ui/calendar.tsx

@@ -197,6 +197,7 @@ function CalendarDayButton({
 	return (
 		<Button
 			ref={ref}
+			type="button"
 			variant="ghost"
 			size="icon"
 			data-day={day.date.toLocaleDateString()}

src/shared/components/ui/checkbox.tsx

@@ -13,7 +13,7 @@ function Checkbox({
 		<CheckboxPrimitive.Root
 			data-slot="checkbox"
 			className={cn(
-				"peer border-input dark:bg-input/30 data-[state=checked]:bg-primary data-[state=checked]:text-primary-foreground dark:data-[state=checked]:bg-primary data-[state=checked]:border-primary data-[state=indeterminate]:bg-primary data-[state=indeterminate]:text-primary-foreground data-[state=indeterminate]:border-primary focus-visible:border-ring focus-visible:ring-ring/50 aria-invalid:ring-destructive/20 dark:aria-invalid:ring-destructive/40 aria-invalid:border-destructive size-4 shrink-0 rounded-lg border shadow-xs transition-shadow outline-none focus-visible:ring-[3px] disabled:cursor-not-allowed disabled:opacity-50",
+				"peer border-input dark:bg-input/40 data-[state=checked]:bg-primary data-[state=checked]:text-primary-foreground dark:data-[state=checked]:bg-primary data-[state=checked]:border-primary data-[state=indeterminate]:bg-primary data-[state=indeterminate]:text-primary-foreground data-[state=indeterminate]:border-primary focus-visible:border-ring focus-visible:ring-ring/50 aria-invalid:ring-destructive/20 dark:aria-invalid:ring-destructive/40 aria-invalid:border-destructive size-3.5 shrink-0 rounded border shadow-xs transition-shadow outline-none focus-visible:ring-[3px] disabled:cursor-not-allowed disabled:opacity-50",
 				className,
 			)}
 			{...props}

src/shared/components/ui/date-picker.tsx

@@ -148,7 +148,7 @@ export function DatePicker({
 				required={required}
 				disabled={disabled}
 			/>
-			<Popover open={open} onOpenChange={setOpen}>
+			<Popover modal open={open} onOpenChange={setOpen}>
 				<PopoverTrigger asChild>
 					<Button
 						type="button"

src/shared/utils/date.ts

@@ -331,6 +331,45 @@ export function formatDate(value: string | Date | null | undefined): string {
 		.replace(" de", "");
 }
 
+/**
+ * Formats a date-only value as a compact group label.
+ * @example
+ * formatDateGroupLabel("2026-06-26") // "SEX, 26 JUN 2026"
+ */
+export function formatDateGroupLabel(
+	value: string | Date | null | undefined,
+): string {
+	const dateString = toDateOnlyString(value);
+	if (!dateString) {
+		return "—";
+	}
+
+	const parsed = parseUtcDateString(dateString);
+	if (!parsed) {
+		return "—";
+	}
+
+	const parts = new Intl.DateTimeFormat("pt-BR", {
+		weekday: "short",
+		day: "2-digit",
+		month: "short",
+		year: "numeric",
+		timeZone: "UTC",
+	}).formatToParts(parsed);
+	const weekday = parts.find((part) => part.type === "weekday")?.value;
+	const day = parts.find((part) => part.type === "day")?.value;
+	const month = parts.find((part) => part.type === "month")?.value;
+	const year = parts.find((part) => part.type === "year")?.value;
+
+	if (!weekday || !day || !month || !year) {
+		return "—";
+	}
+
+	return `${weekday.replace(".", "").toUpperCase()}, ${day} ${month
+		.replace(".", "")
+		.toUpperCase()} ${year}`;
+}
+
 /**
  * Formats a date-only value (YYYY-MM-DD) using UTC to preserve the civil day
  */