Files
openmonetis/src/app/(dashboard)/accounts/[accountId]/statement/page.tsx
Felipe Coutinho 4bea6330bf feat(faturas/extrato): ajuste de fatura, reembolso e ajuste de saldo da conta
- botão "Ajustar fatura" na página da fatura abre dialog com input do valor real
  e preview da diferença; action faz upsert/delete idempotente do lançamento de ajuste
- opção "Reembolso" no dropdown de ações de despesas à vista cria receita espelhada
  no extrato ou fatura correta, vinculada ao lançamento original
- botão "Ajustar saldo" no extrato da conta compara saldo real informado e gera
  lançamento de ajuste por (accountId, period) via upsert/delete idempotente
- constantes INVOICE_ADJUSTMENT_NAME, ACCOUNT_BALANCE_ADJUSTMENT_NAME,
  REFUND_NOTE_PREFIX e buildRefundNote() centralizadas em shared/lib/accounts/constants.ts
- extrato agora contabiliza transferências internas em Entradas e Saídas corretamente

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-02 22:08:07 +00:00

209 lines
5.9 KiB
TypeScript

import { RiPencilLine } from "@remixicon/react";
import { notFound } from "next/navigation";
import { connection } from "next/server";
import { AccountDialog } from "@/features/accounts/components/account-dialog";
import { AccountStatementCard } from "@/features/accounts/components/account-statement-card";
import { AdjustBalanceDialog } from "@/features/accounts/components/adjust-balance-dialog";
import type { Account } from "@/features/accounts/components/types";
import {
fetchAccountData,
fetchAccountLancamentosPage,
fetchAccountSummary,
} from "@/features/accounts/statement-queries";
import { fetchUserPreferences } from "@/features/settings/queries";
import { TransactionsPage as LancamentosSection } from "@/features/transactions/components/page/transactions-page";
import {
buildOptionSets,
buildSluggedFilters,
buildSlugMaps,
buildTransactionWhere,
extractTransactionSearchFilters,
getSingleParam,
mapTransactionsData,
type ResolvedSearchParams,
resolveTransactionPagination,
} from "@/features/transactions/page-helpers";
import {
fetchRecentEstablishments,
fetchTransactionFilterSources,
} from "@/features/transactions/queries";
import MonthNavigation from "@/shared/components/month-picker/month-navigation";
import { Button } from "@/shared/components/ui/button";
import { getUserId } from "@/shared/lib/auth/server";
import { loadLogoOptions } from "@/shared/lib/logo/options";
import { parsePeriodParam } from "@/shared/utils/period";
type PageSearchParams = Promise<ResolvedSearchParams>;
type PageProps = {
params: Promise<{ accountId: string }>;
searchParams?: PageSearchParams;
};
const capitalize = (value: string) =>
value.length > 0 ? value[0]?.toUpperCase().concat(value.slice(1)) : value;
export default async function Page({ params, searchParams }: PageProps) {
await connection();
const { accountId } = await params;
const userId = await getUserId();
const resolvedSearchParams = searchParams ? await searchParams : undefined;
const periodoParamRaw = getSingleParam(resolvedSearchParams, "periodo");
const {
period: selectedPeriod,
monthName,
year,
} = parsePeriodParam(periodoParamRaw);
const searchFilters = extractTransactionSearchFilters(resolvedSearchParams);
const pagination = resolveTransactionPagination(resolvedSearchParams);
const account = await fetchAccountData(userId, accountId);
if (!account) {
notFound();
}
const [
filterSources,
logoOptions,
accountSummary,
estabelecimentos,
userPreferences,
] = await Promise.all([
fetchTransactionFilterSources(userId),
loadLogoOptions(),
fetchAccountSummary(userId, accountId, selectedPeriod),
fetchRecentEstablishments(userId),
fetchUserPreferences(userId),
]);
const sluggedFilters = buildSluggedFilters(filterSources);
const slugMaps = buildSlugMaps(sluggedFilters);
const filters = buildTransactionWhere({
userId,
period: selectedPeriod,
filters: searchFilters,
slugMaps,
accountId: account.id,
});
const transactionsPage = await fetchAccountLancamentosPage(
filters,
pagination,
);
const transactionData = mapTransactionsData(transactionsPage.rows);
const { openingBalance, currentBalance, totalIncomes, totalExpenses } =
accountSummary;
const periodLabel = `${capitalize(monthName)} de ${year}`;
const accountDialogData: Account = {
id: account.id,
name: account.name,
accountType: account.accountType,
status: account.status,
note: account.note,
logo: account.logo,
initialBalance: Number(account.initialBalance ?? 0),
balance: currentBalance,
};
const {
payerOptions,
splitPayerOptions,
defaultPayerId,
accountOptions,
cardOptions,
categoryOptions,
payerFilterOptions,
categoryFilterOptions,
accountCardFilterOptions,
} = buildOptionSets({
...sluggedFilters,
payerRows: filterSources.payerRows,
limitContaId: account.id,
});
return (
<main className="flex flex-col gap-6">
<MonthNavigation />
<AccountStatementCard
accountName={account.name}
accountType={account.accountType}
status={account.status}
periodLabel={periodLabel}
openingBalance={openingBalance}
currentBalance={currentBalance}
totalIncomes={totalIncomes}
totalExpenses={totalExpenses}
logo={account.logo}
balanceAdjustment={
<AdjustBalanceDialog
accountId={account.id}
period={selectedPeriod}
currentBalance={currentBalance}
/>
}
actions={
<AccountDialog
mode="update"
account={accountDialogData}
logoOptions={logoOptions}
trigger={
<Button
type="button"
variant="ghost"
size="icon-sm"
className="text-muted-foreground hover:text-foreground"
aria-label="Editar conta"
>
<RiPencilLine className="size-4" />
</Button>
}
/>
}
/>
<section className="flex flex-col gap-4">
<LancamentosSection
currentUserId={userId}
transactions={transactionData}
payerOptions={payerOptions}
splitPayerOptions={splitPayerOptions}
defaultPayerId={defaultPayerId}
accountOptions={accountOptions}
cardOptions={cardOptions}
categoryOptions={categoryOptions}
payerFilterOptions={payerFilterOptions}
categoryFilterOptions={categoryFilterOptions}
accountCardFilterOptions={accountCardFilterOptions}
selectedPeriod={selectedPeriod}
estabelecimentos={estabelecimentos}
pagination={{
page: transactionsPage.page,
pageSize: transactionsPage.pageSize,
totalItems: transactionsPage.totalItems,
totalPages: transactionsPage.totalPages,
}}
exportContext={{
source: "account-statement",
period: selectedPeriod,
filters: searchFilters,
accountId: account.id,
settledOnly: true,
}}
allowCreate={false}
noteAsColumn={userPreferences?.statementNoteAsColumn ?? false}
columnOrder={userPreferences?.transactionsColumnOrder ?? null}
attachmentMaxSizeMb={userPreferences?.attachmentMaxSizeMb ?? 50}
/>
</section>
</main>
);
}