@fayz-ai/plugin-financial 0.1.7 → 0.2.0

package/dist/locales/en.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"en.d.ts","sourceRoot":"","sources":["../../src/locales/en.ts"],"names":[],"mappings":"AACA,eAAO,MAAM,EAAE,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAgerC,CAAA"}

package/dist/locales/pt-BR.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"pt-BR.d.ts","sourceRoot":"","sources":["../../src/locales/pt-BR.ts"],"names":[],"mappings":"AACA,eAAO,MAAM,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAqZvC,CAAA"}
+{"version":3,"file":"pt-BR.d.ts","sourceRoot":"","sources":["../../src/locales/pt-BR.ts"],"names":[],"mappings":"AACA,eAAO,MAAM,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAgevC,CAAA"}

package/dist/quick-add.d.ts

@@ -0,0 +1,13 @@
+import type { QuickTransactionType } from './types';
+export interface QuickAddRequest {
+    type: QuickTransactionType;
+    /** Foreground the receipt/attachment step + auto-open the picker. */
+    receipt: boolean;
+}
+/** Fire a quick-add request from anywhere. Default = an expense. */
+export declare function openQuickAdd(type?: QuickTransactionType, receipt?: boolean): void;
+/** Read + clear the pending request (one-shot). */
+export declare function consumeQuickAdd(): QuickAddRequest | null;
+/** React binding — returns the pending request (null when none). */
+export declare function usePendingQuickAdd(): QuickAddRequest | null;
+//# sourceMappingURL=quick-add.d.ts.map

package/dist/quick-add.d.ts.map

@@ -0,0 +1 @@
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package/dist/store.d.ts

@@ -1,6 +1,6 @@
 import { type StoreApi } from 'zustand/vanilla';
 import type { FinancialDataProvider } from './data/types';
-import type { Invoice, FinancialMovement, BankAccount, CashSession, PaymentMethod, PaymentMethodType, CardTransaction, FinancialSummary, StatementResult, InvoiceQuery, StatementQuery, CreateInvoiceInput, PayMovementInput, CreateTransferInput, OpenCashSessionInput, CloseCashSessionInput, DateRange } from './types';
+import type { Invoice, FinancialMovement, BankAccount, CashSession, PaymentMethod, PaymentMethodType, CardTransaction, FinancialSummary, StatementResult, InvoiceQuery, StatementQuery, CreateInvoiceInput, PayMovementInput, CreateTransferInput, OpenCashSessionInput, CloseCashSessionInput, QuickTransactionInput, DateRange } from './types';
 export interface FinancialUIState {
     invoices: Invoice[];
     invoicesTotal: number;
@@ -30,6 +30,8 @@ export interface FinancialUIState {
     fetchStatement(query: StatementQuery): Promise<void>;
     fetchCardTransactions(dateRange?: DateRange): Promise<void>;
     createInvoice(input: CreateInvoiceInput): Promise<Invoice>;
+    /** FAY-1225 "log money in a few taps": one call → the right provider plumbing + full surface refresh. */
+    createQuickTransaction(input: QuickTransactionInput): Promise<void>;
     payMovement(input: PayMovementInput): Promise<void>;
     createTransfer(input: CreateTransferInput): Promise<void>;
     cancelInvoice(invoiceId: string): Promise<void>;

package/dist/store.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"store.d.ts","sourceRoot":"","sources":["../src/store.ts"],"names":[],"mappings":"AAAA,OAAO,EAAe,KAAK,QAAQ,EAAE,MAAM,iBAAiB,CAAA;AAG5D,OAAO,KAAK,EAAE,qBAAqB,EAAE,MAAM,cAAc,CAAA;AACzD,OAAO,KAAK,EACV,OAAO,EAAE,iBAAiB,EAAE,WAAW,EAAE,WAAW,EACpD,aAAa,EAAE,iBAAiB,EAAE,eAAe,EACjD,gBAAgB,EAAE,eAAe,EACjC,YAAY,EAAiB,cAAc,EAC3C,kBAAkB,EAAE,gBAAgB,EAAE,mBAAmB,EACzD,oBAAoB,EAAE,qBAAqB,EAC3C,qBAAqB,EACrB,SAAS,EACV,MAAM,SAAS,CAAA;AAMhB,MAAM,WAAW,gBAAgB;IAE/B,QAAQ,EAAE,OAAO,EAAE,CAAA;IACnB,aAAa,EAAE,MAAM,CAAA;IACrB,eAAe,EAAE,OAAO,CAAA;IACxB,YAAY,EAAE,YAAY,CAAA;IAE1B,SAAS,EAAE,iBAAiB,EAAE,CAAA;IAC9B,cAAc,EAAE,MAAM,CAAA;IACtB,gBAAgB,EAAE,OAAO,CAAA;IAEzB,YAAY,EAAE,WAAW,EAAE,CAAA;IAC3B,mBAAmB,EAAE,OAAO,CAAA;IAE5B,YAAY,EAAE,WAAW,EAAE,CAAA;IAC3B,mBAAmB,EAAE,OAAO,CAAA;IAE5B,cAAc,EAAE,aAAa,EAAE,CAAA;IAC/B,kBAAkB,EAAE,iBAAiB,EAAE,CAAA;IAEvC,OAAO,EAAE,gBAAgB,GAAG,IAAI,CAAA;IAChC,cAAc,EAAE,OAAO,CAAA;IAEvB,SAAS,EAAE,eAAe,GAAG,IAAI,CAAA;IACjC,gBAAgB,EAAE,OAAO,CAAA;IACzB,cAAc,EAAE,cAAc,GAAG,IAAI,CAAA;IAErC,gBAAgB,EAAE,eAAe,EAAE,CAAA;IACnC,YAAY,EAAE,OAAO,CAAA;IAGrB,YAAY,CAAC,SAAS,CAAC,EAAE,SAAS,GAAG,OAAO,CAAC,IAAI,CAAC,CAAA;IAClD,aAAa,CAAC,KAAK,EAAE,YAAY,GAAG,OAAO,CAAC,IAAI,CAAC,CAAA;IACjD,iBAAiB,IAAI,OAAO,CAAC,IAAI,CAAC,CAAA;IAClC,iBAAiB,CAAC,aAAa,CAAC,EAAE,MAAM,GAAG,OAAO,CAAC,IAAI,CAAC,CAAA;IACxD,mBAAmB,IAAI,OAAO,CAAC,IAAI,CAAC,CAAA;IACpC,cAAc,CAAC,KAAK,EAAE,cAAc,GAAG,OAAO,CAAC,IAAI,CAAC,CAAA;IACpD,qBAAqB,CAAC,SAAS,CAAC,EAAE,SAAS,GAAG,OAAO,CAAC,IAAI,CAAC,CAAA;IAC3D,aAAa,CAAC,KAAK,EAAE,kBAAkB,GAAG,OAAO,CAAC,OAAO,CAAC,CAAA;IAC1D,yGAAyG;IACzG,sBAAsB,CAAC,KAAK,EAAE,qBAAqB,GAAG,OAAO,CAAC,IAAI,CAAC,CAAA;IACnE,WAAW,CAAC,KAAK,EAAE,gBAAgB,GAAG,OAAO,CAAC,IAAI,CAAC,CAAA;IACnD,cAAc,CAAC,KAAK,EAAE,mBAAmB,GAAG,OAAO,CAAC,IAAI,CAAC,CAAA;IACzD,aAAa,CAAC,SAAS,EAAE,MAAM,GAAG,OAAO,CAAC,IAAI,CAAC,CAAA;IAC/C,eAAe,CAAC,KAAK,EAAE,oBAAoB,GAAG,OAAO,CAAC,WAAW,CAAC,CAAA;IAClE,gBAAgB,CAAC,KAAK,EAAE,qBAAqB,GAAG,OAAO,CAAC,WAAW,CAAC,CAAA;CACrE;AAMD,wBAAgB,oBAAoB,CAAC,QAAQ,EAAE,qBAAqB,GAAG,QAAQ,CAAC,gBAAgB,CAAC,CAiQhG"}

package/dist/types.d.ts

@@ -167,6 +167,15 @@ export interface ChartOfAccountsNode {
     tenantId: string;
     createdAt: string;
 }
+export interface CostCenter {
+    id: string;
+    code: string;
+    name: string;
+    isActive: boolean;
+    tenantId: string;
+    createdAt: string;
+    updatedAt: string;
+}
 export interface CardTransaction {
     id: string;
     movementId: string;
@@ -267,6 +276,8 @@ export interface InvoiceQuery {
     direction?: TransactionDirection;
     status?: InvoiceStatus | InvoiceStatus[];
     contactId?: string;
+    accountId?: string;
+    costCenterId?: string;
     dateRange?: DateRange;
     search?: string;
     page?: number;
@@ -294,6 +305,37 @@ export interface CreateTransferInput {
     date: string;
     notes?: string;
 }
+/**
+ * "Log money in a few taps" (FAY-1225). A single-transaction quick-add that the
+ * store expands into the right provider calls: expense/income → createInvoice
+ * (+ payMovement when marked paid); transfer → createTransfer. Keeps the
+ * Mobills-style form dumb — it only collects fields, the store does the plumbing.
+ */
+export type QuickTransactionType = 'expense' | 'income' | 'transfer';
+export interface QuickTransactionInput {
+    type: QuickTransactionType;
+    /** Positive amount in the account currency */
+    amount: number;
+    /** YYYY-MM-DD */
+    date: string;
+    /** When true, the movement is settled immediately (creates a paid cash event). */
+    paid: boolean;
+    description?: string;
+    /** Chart-of-accounts / cost-center id (category chip) */
+    categoryId?: string;
+    /** expense/income: bank account or card. transfer: source account. */
+    bankAccountId?: string;
+    /** transfer: destination account */
+    toAccountId?: string;
+    /** Marks the transaction as recurring (stored in metadata; UI affordance). */
+    recurring?: boolean;
+    /**
+     * FAY-1226 "snap a receipt": a captured/attached receipt image as a data URL
+     * (mock mode has no Supabase bucket). Persisted on the created invoice's
+     * metadata so the transaction feed can show a 📎 indicator + preview.
+     */
+    receiptUrl?: string;
+}
 export interface TransferResult {
     /** Shared correlation id stored in both legs' metadata */
     transferId: string;

package/dist/types.d.ts.map

@@ -1 +1 @@
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package/dist/views/CardsView.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"CardsView.d.ts","sourceRoot":"","sources":["../../src/views/CardsView.tsx"],"names":[],"mappings":"AAAA,OAAO,KAAuC,MAAM,OAAO,CAAA;AAsB3D,wBAAgB,SAAS,sBA2LxB"}

package/dist/views/InvoiceListView.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"InvoiceListView.d.ts","sourceRoot":"","sources":["../../src/views/InvoiceListView.tsx"],"names":[],"mappings":"AAAA,OAAO,KAAuC,MAAM,OAAO,CAAA;AAQ3D,OAAO,KAAK,EAAE,oBAAoB,EAA2D,MAAM,UAAU,CAAA;AA2E7G,wBAAgB,eAAe,CAAC,EAAE,SAAS,EAAE,KAAK,EAAE,MAAM,EAAE,EAAE;IAC5D,SAAS,EAAE,oBAAoB,CAAA;IAC/B,KAAK,CAAC,EAAE,MAAM,IAAI,CAAA;IAClB,MAAM,CAAC,EAAE,CAAC,EAAE,EAAE,MAAM,KAAK,IAAI,CAAA;CAC9B,qBAkJA"}

package/dist/views/QuickTransactionForm.d.ts

@@ -0,0 +1,16 @@
+import React from 'react';
+import type { QuickTransactionType } from '../types';
+export declare function QuickTransactionForm({ open, onOpenChange, defaultType, defaultAccountId, focusReceipt }: {
+    open: boolean;
+    onOpenChange: (open: boolean) => void;
+    defaultType?: QuickTransactionType;
+    /** Preselect an account (e.g. opening from a specific card tile → log an expense against it). */
+    defaultAccountId?: string;
+    /**
+     * FAY-1226 "snap a receipt": open with the attachment step foregrounded — a
+     * prominent capture card at the top of the sheet + auto-open the image picker
+     * (mobile offers the camera). Used by the "Enviar recibo" entry point.
+     */
+    focusReceipt?: boolean;
+}): React.JSX.Element;
+//# sourceMappingURL=QuickTransactionForm.d.ts.map

package/dist/views/QuickTransactionForm.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"QuickTransactionForm.d.ts","sourceRoot":"","sources":["../../src/views/QuickTransactionForm.tsx"],"names":[],"mappings":"AAAA,OAAO,KAA+C,MAAM,OAAO,CAAA;AAUnE,OAAO,KAAK,EAAE,oBAAoB,EAAE,MAAM,UAAU,CAAA;AAoIpD,wBAAgB,oBAAoB,CAAC,EAAE,IAAI,EAAE,YAAY,EAAE,WAAuB,EAAE,gBAAgB,EAAE,YAAoB,EAAE,EAAE;IAC5H,IAAI,EAAE,OAAO,CAAA;IACb,YAAY,EAAE,CAAC,IAAI,EAAE,OAAO,KAAK,IAAI,CAAA;IACrC,WAAW,CAAC,EAAE,oBAAoB,CAAA;IAClC,iGAAiG;IACjG,gBAAgB,CAAC,EAAE,MAAM,CAAA;IACzB;;;;OAIG;IACH,YAAY,CAAC,EAAE,OAAO,CAAA;CACvB,qBA8XA"}

package/dist/views/SummaryView.d.ts

@@ -1,9 +1,10 @@
 import React from 'react';
 /**
- * Financial summary. KPIs, cash-flow chart, breakdown, overdue alerts and the
- * recent-transactions table are registered dashboard widgets (see
- * ./dashboardWidgets), rendered through the shared DashboardCanvas; the
- * total-balance KPI also surfaces on the global app home.
+ * Financial summary. On desktop (md+) it renders the rich multi-column dashboard
+ * (KPI cards + Fluxo de Caixa chart + breakdown + overdue alerts + recent-
+ * transactions table) via the shared DashboardCanvas. On mobile (<md) it swaps
+ * to a Mobills-grade experience: a compact KPI strip over a date-grouped
+ * transaction list. The two paths share the same store — no forked screen.
  */
 export declare function SummaryView(): React.JSX.Element;
 //# sourceMappingURL=SummaryView.d.ts.map

package/dist/views/SummaryView.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"SummaryView.d.ts","sourceRoot":"","sources":["../../src/views/SummaryView.tsx"],"names":[],"mappings":"AAAA,OAAO,KAAK,MAAM,OAAO,CAAA;AAGzB;;;;;GAKG;AACH,wBAAgB,WAAW,sBAE1B"}
+{"version":3,"file":"SummaryView.d.ts","sourceRoot":"","sources":["../../src/views/SummaryView.tsx"],"names":[],"mappings":"AAAA,OAAO,KAA6B,MAAM,OAAO,CAAA;AAUjD;;;;;;GAMG;AACH,wBAAgB,WAAW,sBAgB1B"}

package/dist/views/dashboardWidgets.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"dashboardWidgets.d.ts","sourceRoot":"","sources":["../../src/views/dashboardWidgets.tsx"],"names":[],"mappings":"AAGA,OAAO,KAAK,EAAE,QAAQ,EAAE,MAAM,SAAS,CAAA;AACvC,OAAO,KAAK,EAAE,kBAAkB,EAAE,MAAM,eAAe,CAAA;AAMvD,OAAO,EAAmF,KAAK,uBAAuB,EAAE,MAAM,qBAAqB,CAAA;AACnJ,OAAO,KAAK,EAAE,qBAAqB,EAAE,MAAM,eAAe,CAAA;AAC1D,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,UAAU,CAAA;AAuJhD,wBAAgB,+BAA+B,CAAC,GAAG,EAAE;IACnD,MAAM,EAAE,uBAAuB,CAAA;IAC/B,QAAQ,EAAE,qBAAqB,CAAA;IAC/B,KAAK,EAAE,QAAQ,CAAC,gBAAgB,CAAC,CAAA;CAClC,GAAG,kBAAkB,EAAE,CAuBvB"}
+{"version":3,"file":"dashboardWidgets.d.ts","sourceRoot":"","sources":["../../src/views/dashboardWidgets.tsx"],"names":[],"mappings":"AAGA,OAAO,KAAK,EAAE,QAAQ,EAAE,MAAM,SAAS,CAAA;AACvC,OAAO,KAAK,EAAE,kBAAkB,EAAE,MAAM,eAAe,CAAA;AAMvD,OAAO,EAAyG,KAAK,uBAAuB,EAAE,MAAM,qBAAqB,CAAA;AACzK,OAAO,KAAK,EAAE,qBAAqB,EAAE,MAAM,eAAe,CAAA;AAC1D,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,UAAU,CAAA;AAgYhD,wBAAgB,+BAA+B,CAAC,GAAG,EAAE;IACnD,MAAM,EAAE,uBAAuB,CAAA;IAC/B,QAAQ,EAAE,qBAAqB,CAAA;IAC/B,KAAK,EAAE,QAAQ,CAAC,gBAAgB,CAAC,CAAA;CAClC,GAAG,kBAAkB,EAAE,CAoCvB"}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@fayz-ai/plugin-financial",
-  "version": "0.1.7",
+  "version": "0.2.0",
   "description": "Fayz SDK — plugin-financial plugin",
   "type": "module",
   "main": "./dist/index.cjs",
@@ -26,9 +26,9 @@
     "lucide-react": "^0.400.0",
     "zustand": "^4.5.0",
     "@tanstack/react-table": "^8.20.0",
-    "@fayz-ai/core": "^0.6.0",
-    "@fayz-ai/saas": "^0.6.0",
-    "@fayz-ai/ui": "^0.6.0"
+    "@fayz-ai/ui": "^0.6.6",
+    "@fayz-ai/saas": "^0.6.6",
+    "@fayz-ai/core": "^0.6.6"
   },
   "devDependencies": {
     "@types/react": "^18.3.0",
@@ -45,9 +45,6 @@
     "fayz-plugin",
     "fayz-sdk"
   ],
-  "publishConfig": {
-    "access": "public"
-  },
   "scripts": {
     "build": "tsup && tsc --emitDeclarationOnly --declaration --declarationMap --noEmit false",
     "dev": "tsup --watch",

package/src/FinancialContext.tsx

@@ -28,6 +28,8 @@ export interface LocationOption {
 
 export interface ResolvedFinancialConfig {
   modules: FinancialModules
+  /** Show the plugin's own quick-add header buttons / FAB. Opt-in (default false). */
+  quickAdd: boolean
   labels: FinancialPluginLabels
   currency: FinancialCurrency
   itemTypes: ItemTypeOption[]

package/src/FinancialPage.tsx

@@ -1,4 +1,4 @@
-import React, { useState, useCallback, useMemo } from 'react'
+import React, { useState, useCallback, useMemo, useEffect } from 'react'
 import type { StoreApi } from 'zustand/vanilla'
 import { useTranslation } from '@fayz-ai/core'
 import { ModulePage, PageTransition, type ModuleNavItem } from '@fayz-ai/ui'
@@ -8,6 +8,11 @@ import type { FinancialUIState } from './store'
 import type { PluginRegistryDef, PluginQuickAction } from '@fayz-ai/core'
 import { useModuleNavigation, ModuleActionBar, parseViewId, PluginSettingsPanel } from '@fayz-ai/saas'
 import { SummaryView } from './views/SummaryView'
+import { QuickTransactionForm } from './views/QuickTransactionForm'
+import { usePendingQuickAdd, consumeQuickAdd } from './quick-add'
+import type { QuickTransactionType } from './types'
+import { Plus } from 'lucide-react'
+import { Button } from '@fayz-ai/ui'
 import { PayablesView } from './views/PayablesView'
 import { ReceivablesView } from './views/ReceivablesView'
 import { CashRegistersView } from './views/CashRegistersView'
@@ -160,12 +165,58 @@ export function FinancialPage({ config, provider, store, registries }: {
     try { return localStorage.getItem('saas-core:financial-onboarded') === 'true' } catch { return false }
   })
 
+  // Skip the welcome wizard when the provider already has transactions — a user
+  // (or a seeded demo/dogfood provider) with existing data should land on the
+  // populated Summary, not a "let's get started" flow.
+  useEffect(() => {
+    if (onboardingComplete) return
+    let cancelled = false
+    void provider.getMovements({ pageSize: 1 })
+      .then((res) => { if (!cancelled && res.total > 0) setOnboardingComplete(true) })
+      .catch(() => { /* leave onboarding as-is on error */ })
+    return () => { cancelled = true }
+  }, [onboardingComplete, provider])
+
   const t = useTranslation()
   const intent = parseIntent(view)
   const isSettings = view === 'settings'
   const nav = buildNav(config, view, navigate, t)
 
+  // FAY-1225 "log money in a few taps": a reachable quick-add that opens the
+  // Mobills-grade transaction sheet (default = expense). Prominent primary
+  // button on desktop + a thumb-reachable FAB on mobile.
+  const [quickAddOpen, setQuickAddOpen] = useState(false)
+  const [quickAddType, setQuickAddType] = useState<QuickTransactionType>('expense')
+  // FAY-1226 "snap a receipt": when true, the sheet foregrounds the attachment
+  // step + auto-opens the camera/gallery picker.
+  const [quickAddReceipt, setQuickAddReceipt] = useState(false)
+  const openQuickAdd = useCallback((type: QuickTransactionType = 'expense') => {
+    setQuickAddType(type)
+    setQuickAddReceipt(false)
+    setQuickAddOpen(true)
+  }, [])
+
+  // FAY-1242: open the sheet on a global quick-add request (the app shell's
+  // elevated center "+" button). One-shot — consumed so it never re-fires.
+  const pendingQuickAdd = usePendingQuickAdd()
+  useEffect(() => {
+    if (!pendingQuickAdd) return
+    const req = consumeQuickAdd()
+    if (!req) return
+    setQuickAddType(req.type)
+    setQuickAddReceipt(req.receipt)
+    setQuickAddOpen(true)
+  }, [pendingQuickAdd])
+
+  // One-primary-action rule (FAY-1247): each module surfaces exactly ONE primary
+  // add affordance and config picks its face — never both. When quickAdd is the
+  // primary action (B2C, e.g. norman), suppress the ERP "+ New" menu here so the
+  // header shows only the quick-add "Nova transação" button. Payables are still
+  // covered: the quick-add sheet's "Pago: Não" creates an unpaid conta a pagar.
+  // When quickAdd is off (ERP default, beauty) this returns the payable/receivable/
+  // cash actions and no quick-add buttons render — exactly today's behavior.
   const quickActions = useMemo<PluginQuickAction[]>(() => {
+    if (config.quickAdd) return []
     const actions: PluginQuickAction[] = []
     if (config.modules.payables) {
       actions.push({
@@ -195,7 +246,7 @@ export function FinancialPage({ config, provider, store, registries }: {
       })
     }
     return actions
-  }, [config.modules])
+  }, [config.modules, config.quickAdd])
 
   function handleOnboardingComplete() {
     setOnboardingComplete(true)
@@ -262,14 +313,42 @@ export function FinancialPage({ config, provider, store, registries }: {
         viewKey={view}
         direction={direction}
         headerAction={
-          <ModuleActionBar
-            quickActions={quickActions}
-            settingsPath={registries && registries.length > 0 ? '/settings/financial' : undefined}
-            settingsLabel={t('financial.settingsPage.title')}
-          />
+          <div className="flex items-center gap-2">
+            {config.quickAdd && (
+              // One-primary-action rule (FAY-1247): quick-add is the single primary
+              // add affordance in B2C mode. The receipt entry point lives inside the
+              // sheet's "Fotografar ou anexar recibo" attachment step, so no separate
+              // "Enviar recibo" button is needed here.
+              <Button
+                size="sm"
+                className="hidden md:inline-flex"
+                onClick={() => openQuickAdd('expense')}
+              >
+                <Plus className="h-4 w-4" />
+                {t('financial.quickTx.newTransaction')}
+              </Button>
+            )}
+            <ModuleActionBar
+              quickActions={quickActions}
+              settingsPath={registries && registries.length > 0 ? '/settings/financial' : undefined}
+              settingsLabel={t('financial.settingsPage.title')}
+            />
+          </div>
         }
       >
         {renderView()}
+
+        {/* FAY-1242: the mobile quick-add + receipt FAB stack was removed — the
+            app shell's elevated center "+" bottom-nav button now owns global
+            quick-add (via openQuickAdd), and receipts stay reachable through the
+            form's Anexo step. Desktop keeps its header buttons above. */}
+
+        <QuickTransactionForm
+          open={quickAddOpen}
+          onOpenChange={setQuickAddOpen}
+          defaultType={quickAddType}
+          focusReceipt={quickAddReceipt}
+        />
       </ModulePage>
     </FinancialContextProvider>
   )

package/src/data/capability.test.ts

@@ -25,6 +25,51 @@ describe('plugin-financial · invoice/movement slice (mock provider)', () => {
     const movs = await provider.getMovements({ direction: 'credit' })
     expect(movs.data.some((m) => m.invoiceId === invoice.id && m.amount === 300)).toBe(true)
   })
+
+  it('filters invoices by item account and cost center assignments', async () => {
+    const provider = createMockFinancialProvider()
+    const target = await provider.createInvoice({
+      direction: 'debit',
+      invoiceDate: '2026-06-01',
+      contactName: 'Supplier A',
+      items: [{
+        itemKind: 'other',
+        description: 'Supplies',
+        quantity: 1,
+        unitPrice: 120,
+        accountId: 'coa-expenses',
+        costCenterId: 'cc-salon',
+      }],
+      installments: [
+        { direction: 'debit', movementKind: 'bill', amount: 120, dueDate: '2026-06-10', installmentNumber: 1 },
+      ],
+    })
+    await provider.createInvoice({
+      direction: 'debit',
+      invoiceDate: '2026-06-01',
+      contactName: 'Supplier B',
+      items: [{
+        itemKind: 'other',
+        description: 'Marketing',
+        quantity: 1,
+        unitPrice: 80,
+        accountId: 'coa-marketing',
+        costCenterId: 'cc-marketing',
+      }],
+      installments: [
+        { direction: 'debit', movementKind: 'bill', amount: 80, dueDate: '2026-06-10', installmentNumber: 1 },
+      ],
+    })
+
+    const byAccount = await provider.getInvoices({ direction: 'debit', accountId: 'coa-expenses' })
+    expect(byAccount.data.map((invoice) => invoice.id)).toEqual([target.id])
+
+    const byCostCenter = await provider.getInvoices({ direction: 'debit', costCenterId: 'cc-salon' })
+    expect(byCostCenter.data.map((invoice) => invoice.id)).toEqual([target.id])
+
+    const byBoth = await provider.getInvoices({ direction: 'debit', accountId: 'coa-expenses', costCenterId: 'cc-marketing' })
+    expect(byBoth.data).toHaveLength(0)
+  })
 })
 
 describe('plugin-financial · ⚖️ reconciliation capability (mock provider)', () => {

package/src/data/index.ts

@@ -1,2 +1,3 @@
 export type { FinancialDataProvider } from './types'
 export { createMockFinancialProvider } from './mock'
+export type { MockFinancialSeed, MockFinancialProviderOptions } from './mock'

package/src/data/mock.ts

@@ -2,7 +2,7 @@ import type { FinancialDataProvider } from './types'
 import type {
   Invoice, InvoiceItem, FinancialMovement, BankAccount,
   CashSession, PaymentMethod, PaymentMethodType, ChartOfAccountsNode,
-  CardTransaction,
+  CostCenter, CardTransaction,
   CreateInvoiceInput, PayMovementInput, CreateTransferInput, TransferResult,
   OpenCashSessionInput, CloseCashSessionInput, CreateBankAccountInput,
   InvoiceQuery, MovementQuery, StatementQuery,
@@ -62,13 +62,15 @@ interface MockStore {
   paymentMethods: PaymentMethod[]
   paymentMethodTypes: PaymentMethodType[]
   chartOfAccounts: ChartOfAccountsNode[]
+  costCenters: CostCenter[]
   cardTransactions: CardTransaction[]
 }
 
-function createStore(seedPaymentMethodTypes?: Array<{ name: string; transactionType?: string }>): MockStore {
+function createStore(options?: MockFinancialProviderOptions): MockStore {
   const tenantId = 'mock-tenant'
+  const seed = options?.seed
 
-  const defaultPMTypes: PaymentMethodType[] = (seedPaymentMethodTypes ?? [
+  const defaultPMTypes: PaymentMethodType[] = (options?.paymentMethodTypes ?? [
     { name: 'Cash', transactionType: 'cash' },
     { name: 'Credit Card', transactionType: 'credit_card' },
     { name: 'Debit Card', transactionType: 'debit_card' },
@@ -109,14 +111,18 @@ function createStore(seedPaymentMethodTypes?: Array<{ name: string; transactionT
   }
 
   return {
-    invoices: [],
-    invoiceItems: [],
-    movements: [],
-    bankAccounts: [cashAccount, bankAccount],
+    // Seeded data (when provided) makes the module render as if the user already
+    // has accounts + transactions — a populated Summary/Statements instead of the
+    // empty onboarding state. Seed arrays are copied so the caller's data is not mutated.
+    invoices: seed?.invoices ? [...seed.invoices] : [],
+    invoiceItems: seed?.invoiceItems ? [...seed.invoiceItems] : [],
+    movements: seed?.movements ? [...seed.movements] : [],
+    bankAccounts: seed?.bankAccounts ? [...seed.bankAccounts] : [cashAccount, bankAccount],
     cashSessions: [],
-    paymentMethods: [],
+    paymentMethods: seed?.paymentMethods ? [...seed.paymentMethods] : [],
     paymentMethodTypes: defaultPMTypes,
     chartOfAccounts: [],
+    costCenters: [],
     cardTransactions: [],
   }
 }
@@ -125,12 +131,27 @@ function createStore(seedPaymentMethodTypes?: Array<{ name: string; transactionT
 // Mock provider factory
 // ---------------------------------------------------------------------------
 
+/**
+ * Pre-populated store data. Any omitted collection stays empty (except
+ * bankAccounts, which fall back to the two default mock accounts when absent).
+ * Pass full domain objects — the mock treats them as the existing ledger.
+ */
+export interface MockFinancialSeed {
+  bankAccounts?: BankAccount[]
+  invoices?: Invoice[]
+  invoiceItems?: InvoiceItem[]
+  movements?: FinancialMovement[]
+  paymentMethods?: PaymentMethod[]
+}
+
 export interface MockFinancialProviderOptions {
   paymentMethodTypes?: Array<{ name: string; transactionType?: string }>
+  /** Pre-seed the in-memory store so the module renders populated (not the empty state). */
+  seed?: MockFinancialSeed
 }
 
 export function createMockFinancialProvider(options?: MockFinancialProviderOptions): FinancialDataProvider {
-  const store = createStore(options?.paymentMethodTypes)
+  const store = createStore(options)
   const tenantId = 'mock-tenant'
 
   function recalcInvoiceStatus(invoice: Invoice): void {
@@ -154,6 +175,14 @@ export function createMockFinancialProvider(options?: MockFinancialProviderOptio
       if (query.direction) results = results.filter((i) => i.direction === query.direction)
       if (query.status) results = results.filter((i) => matchesStatus(i.status, query.status as InvoiceStatus | InvoiceStatus[]))
       if (query.contactId) results = results.filter((i) => i.contactId === query.contactId)
+      if (query.accountId) {
+        const invoiceIds = new Set(store.invoiceItems.filter((item) => item.accountId === query.accountId).map((item) => item.invoiceId))
+        results = results.filter((invoice) => invoiceIds.has(invoice.id))
+      }
+      if (query.costCenterId) {
+        const invoiceIds = new Set(store.invoiceItems.filter((item) => item.costCenterId === query.costCenterId).map((item) => item.invoiceId))
+        results = results.filter((invoice) => invoiceIds.has(invoice.id))
+      }
       if (query.dateRange) results = results.filter((i) => matchesDateRange(i.invoiceDate, query.dateRange))
       if (query.search) {
         const s = query.search.toLowerCase()
@@ -511,6 +540,10 @@ export function createMockFinancialProvider(options?: MockFinancialProviderOptio
       return store.chartOfAccounts.filter((n) => n.isActive)
     },
 
+    async getCostCenters(): Promise<CostCenter[]> {
+      return store.costCenters.filter((c) => c.isActive)
+    },
+
     // --- Card Transactions ---
     async getCardTransactions(dateRange?: DateRange): Promise<CardTransaction[]> {
       let results = [...store.cardTransactions]
@@ -627,7 +660,14 @@ export function createMockFinancialProvider(options?: MockFinancialProviderOptio
       )
 
       const todayStr = today()
-      const monthStart = todayStr.slice(0, 7) + '-01'
+      // "Monthly" cash flow uses a trailing 30-day window (rolling month), not
+      // calendar month-to-date. Month-to-date collapses to near-empty in the
+      // first days of a month — on the 1st it's a single day — so the cash-flow
+      // chart and Fluxo Mensal KPI read empty even with a full month of realized
+      // activity. A rolling window stays representative on every day of the month.
+      const monthAgo = new Date()
+      monthAgo.setDate(monthAgo.getDate() - 30)
+      const monthStart = monthAgo.toISOString().slice(0, 10)
       const monthEnd = todayStr
 
       const monthMovements = store.movements.filter((m) =>