@fayz-ai/plugin-financial 0.2.0 → 0.8.1

package/dist/index.cjs

@@ -273,6 +273,8 @@ function QuickTransactionForm({ open, onOpenChange, defaultType = "expense", def
   const { currency } = useFinancialConfig();
   const provider = useFinancialProvider();
   const createQuickTransaction = useFinancialStore((s) => s.createQuickTransaction);
+  const guardMovements = saas.useLimitGuard("movements_month");
+  const can = saas.usePermissionOptional();
   const [type, setType] = React17.useState(defaultType);
   const [amount, setAmount] = React17.useState(0);
   const [amountStr, setAmountStr] = React17.useState("");
@@ -358,12 +360,14 @@ function QuickTransactionForm({ open, onOpenChange, defaultType = "expense", def
   }
   const canSave = amount > 0 && !saving && (type === "transfer" ? !!accountId && !!toAccountId && accountId !== toAccountId : true);
   async function handleSave() {
+    if (!can("financial", "create")) return;
     if (!canSave) {
       if (type === "transfer" && accountId && accountId === toAccountId) {
         ui.toast.error(t2("financial.transfer.sameAccount"));
       }
       return;
     }
+    if (await guardMovements(type === "transfer" ? 2 : 1) === "blocked") return;
     setSaving(true);
     try {
       await createQuickTransaction({
@@ -378,6 +382,7 @@ function QuickTransactionForm({ open, onOpenChange, defaultType = "expense", def
         recurring: type === "transfer" ? false : recurring,
         receiptUrl: type === "transfer" ? void 0 : receiptUrl
       });
+      saas.invalidateLimit("movements_month");
       onOpenChange(false);
     } catch {
     } finally {
@@ -666,6 +671,23 @@ var STATUS_OPTIONS = [
   { value: "overdue", labelKey: "financial.invoice.statusOverdue", color: "bg-destructive-soft text-destructive-soft-foreground", icon: lucideReact.CircleAlert },
   { value: "cancelled", labelKey: "financial.invoice.statusCancelled", color: "bg-muted text-muted-foreground", icon: lucideReact.Ban }
 ];
+var isoDate = (d) => `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}-${String(d.getDate()).padStart(2, "0")}`;
+function presetRange(preset) {
+  const now2 = /* @__PURE__ */ new Date();
+  switch (preset) {
+    case "thisMonth":
+      return { from: isoDate(new Date(now2.getFullYear(), now2.getMonth(), 1)), to: isoDate(new Date(now2.getFullYear(), now2.getMonth() + 1, 0)) };
+    case "lastMonth":
+      return { from: isoDate(new Date(now2.getFullYear(), now2.getMonth() - 1, 1)), to: isoDate(new Date(now2.getFullYear(), now2.getMonth(), 0)) };
+    case "last30": {
+      const from = new Date(now2);
+      from.setDate(from.getDate() - 29);
+      return { from: isoDate(from), to: isoDate(now2) };
+    }
+    case "thisYear":
+      return { from: isoDate(new Date(now2.getFullYear(), 0, 1)), to: isoDate(new Date(now2.getFullYear(), 11, 31)) };
+  }
+}
 function StatusBadge({ status }) {
   const t2 = core.useTranslation();
   const opt = STATUS_OPTIONS.find((o) => o.value === status);
@@ -729,6 +751,8 @@ function useInvoiceColumns(currency) {
 }
 function InvoiceListView({ direction, onNew, onEdit }) {
   const t2 = core.useTranslation();
+  const can = saas.usePermissionOptional();
+  const onNewGated = can("financial", "create") ? onNew : void 0;
   const { currency } = useFinancialConfig();
   const provider = useFinancialProvider();
   const invoices = useFinancialStore((s) => s.invoices);
@@ -741,6 +765,25 @@ function InvoiceListView({ direction, onNew, onEdit }) {
   const [costCenterId, setCostCenterId] = React17.useState("");
   const [accounts, setAccounts] = React17.useState([]);
   const [costCenters, setCostCenters] = React17.useState([]);
+  const [datePreset, setDatePreset] = React17.useState("all");
+  const [dateFrom, setDateFrom] = React17.useState("");
+  const [dateTo, setDateTo] = React17.useState("");
+  const dateRange = React17.useMemo(() => {
+    if (!dateFrom && !dateTo) return void 0;
+    return { from: dateFrom || "0001-01-01", to: dateTo || "9999-12-31" };
+  }, [dateFrom, dateTo]);
+  const applyPreset = (value) => {
+    setDatePreset(value);
+    if (value === "all") {
+      setDateFrom("");
+      setDateTo("");
+      return;
+    }
+    if (value === "custom") return;
+    const range = presetRange(value);
+    setDateFrom(range.from);
+    setDateTo(range.to);
+  };
   React17.useEffect(() => {
     let active = true;
     Promise.all([provider.getChartOfAccounts(), provider.getCostCenters()]).then(([accountRows, costCenterRows]) => {
@@ -762,9 +805,10 @@ function InvoiceListView({ direction, onNew, onEdit }) {
       status: statusFilter.length > 0 ? statusFilter : void 0,
       search: search || void 0,
       accountId: accountId || void 0,
-      costCenterId: costCenterId || void 0
+      costCenterId: costCenterId || void 0,
+      dateRange
     });
-  }, [direction, statusFilter, search, accountId, costCenterId]);
+  }, [direction, statusFilter, search, accountId, costCenterId, dateRange]);
   const filtered = invoices.filter((inv) => inv.direction === direction);
   const listTitle = direction === "debit" ? t2("financial.invoice.accountsPayable") : t2("financial.invoice.accountsReceivable");
   const columns = useInvoiceColumns(currency);
@@ -794,7 +838,67 @@ function InvoiceListView({ direction, onNew, onEdit }) {
         subtitle: t2("financial.invoice.invoices", { count: filtered.length })
       }
     ),
-    (accounts.length > 0 || costCenters.length > 0) && /* @__PURE__ */ jsxRuntime.jsxs("div", { className: "flex flex-wrap items-end gap-3 rounded-lg border bg-muted/20 px-4 py-3", children: [
+    /* @__PURE__ */ jsxRuntime.jsxs("div", { className: "flex flex-wrap items-end gap-3 rounded-lg border bg-muted/20 px-4 py-3", children: [
+      /* @__PURE__ */ jsxRuntime.jsxs("label", { className: "flex min-w-[180px] flex-col gap-1 text-xs font-medium text-muted-foreground", children: [
+        t2("financial.invoice.filterPeriod"),
+        /* @__PURE__ */ jsxRuntime.jsxs(
+          "select",
+          {
+            className: "h-9 rounded-md border bg-background px-3 text-sm text-foreground",
+            value: datePreset,
+            onChange: (event) => applyPreset(event.target.value),
+            children: [
+              /* @__PURE__ */ jsxRuntime.jsx("option", { value: "all", children: t2("financial.invoice.filterAllPeriods") }),
+              /* @__PURE__ */ jsxRuntime.jsx("option", { value: "thisMonth", children: t2("financial.invoice.filterThisMonth") }),
+              /* @__PURE__ */ jsxRuntime.jsx("option", { value: "lastMonth", children: t2("financial.invoice.filterLastMonth") }),
+              /* @__PURE__ */ jsxRuntime.jsx("option", { value: "last30", children: t2("financial.invoice.filterLast30") }),
+              /* @__PURE__ */ jsxRuntime.jsx("option", { value: "thisYear", children: t2("financial.invoice.filterThisYear") }),
+              /* @__PURE__ */ jsxRuntime.jsx("option", { value: "custom", children: t2("financial.invoice.filterCustom") })
+            ]
+          }
+        )
+      ] }),
+      /* @__PURE__ */ jsxRuntime.jsxs("label", { className: "flex flex-col gap-1 text-xs font-medium text-muted-foreground", children: [
+        t2("financial.invoice.filterFrom"),
+        /* @__PURE__ */ jsxRuntime.jsx(
+          "input",
+          {
+            type: "date",
+            className: "h-9 rounded-md border bg-background px-3 text-sm text-foreground",
+            value: dateFrom,
+            max: dateTo || void 0,
+            onChange: (event) => {
+              setDateFrom(event.target.value);
+              setDatePreset("custom");
+            }
+          }
+        )
+      ] }),
+      /* @__PURE__ */ jsxRuntime.jsxs("label", { className: "flex flex-col gap-1 text-xs font-medium text-muted-foreground", children: [
+        t2("financial.invoice.filterTo"),
+        /* @__PURE__ */ jsxRuntime.jsx(
+          "input",
+          {
+            type: "date",
+            className: "h-9 rounded-md border bg-background px-3 text-sm text-foreground",
+            value: dateTo,
+            min: dateFrom || void 0,
+            onChange: (event) => {
+              setDateTo(event.target.value);
+              setDatePreset("custom");
+            }
+          }
+        )
+      ] }),
+      (dateFrom || dateTo) && /* @__PURE__ */ jsxRuntime.jsx(
+        "button",
+        {
+          type: "button",
+          className: "h-9 rounded-md px-2 text-xs font-medium text-muted-foreground hover:text-foreground",
+          onClick: () => applyPreset("all"),
+          children: t2("financial.invoice.filterClear")
+        }
+      ),
       accounts.length > 0 && /* @__PURE__ */ jsxRuntime.jsxs("label", { className: "flex min-w-[220px] flex-col gap-1 text-xs font-medium text-muted-foreground", children: [
         t2("financial.invoice.filterAccount"),
         /* @__PURE__ */ jsxRuntime.jsxs(
@@ -848,12 +952,12 @@ function InvoiceListView({ direction, onNew, onEdit }) {
         activeTag: statusFilter.length === 1 ? statusFilter[0] : void 0,
         onTagChange: (v) => setStatusFilter(v ? [v] : []),
         newLabel: t2("financial.invoice.new"),
-        onNew,
+        onNew: onNewGated,
         onRowClick: (row) => onEdit?.(row.id),
         emptyIcon: lucideReact.FileText,
         emptyMessage: t2("financial.invoice.noInvoices"),
-        emptyActionLabel: onNew ? t2("financial.invoice.createFirst") : void 0,
-        onEmptyAction: onNew
+        emptyActionLabel: onNewGated ? t2("financial.invoice.createFirst") : void 0,
+        onEmptyAction: onNewGated
       }
     ),
     filtered.length > 0 && !invoicesLoading && /* @__PURE__ */ jsxRuntime.jsxs("div", { className: "flex items-center justify-end gap-6 rounded-lg border bg-muted/30 px-5 py-3 text-sm", children: [
@@ -1193,6 +1297,8 @@ function InvoiceFormView({ direction, editId, onSaved }) {
   const hasItemLookups = itemTypes.some((tp) => config.entityLookups[tp.value]);
   const defaultItemKind = itemTypes.find((tp) => tp.value === "other")?.value ?? itemTypes.find((tp) => !config.entityLookups[tp.value])?.value ?? itemTypes[0]?.value ?? "other";
   const createInvoice = useFinancialStore((s) => s.createInvoice);
+  const guardMovements = saas.useLimitGuard("movements_month");
+  const can = saas.usePermissionOptional();
   const hasLocations = locations.length > 0;
   const isEdit = !!editId;
   const [loaded, setLoaded] = React17.useState(!editId);
@@ -1330,10 +1436,12 @@ function InvoiceFormView({ direction, editId, onSaved }) {
     setInstallments(inst);
   }
   async function handleSave() {
+    if (!isEdit && !can("financial", "create")) return;
     if (items.length === 0) {
       ui.toast.error(t2("common.formIncomplete"));
       return;
     }
+    if (!isEdit && await guardMovements(Math.max(1, installments.length)) === "blocked") return;
     setSaving(true);
     try {
       const movInputs = installments.map((inst, i) => ({
@@ -1375,6 +1483,7 @@ function InvoiceFormView({ direction, editId, onSaved }) {
           items: items.map(({ _id, ...rest }) => rest),
           installments: movInputs
         });
+        saas.invalidateLimit("movements_month");
         onSaved?.(invoice.id);
       }
     } finally {
@@ -3516,7 +3625,7 @@ function CardsView() {
                 /* @__PURE__ */ jsxRuntime.jsx("span", { children: t2("financial.cards.dueOn", { day: String(card.dueDay) }) })
               ] })
             ] }),
-            /* @__PURE__ */ jsxRuntime.jsxs(
+            /* @__PURE__ */ jsxRuntime.jsx(saas.PermissionGate, { feature: "financial", action: "create", children: /* @__PURE__ */ jsxRuntime.jsxs(
               "button",
               {
                 type: "button",
@@ -3527,7 +3636,7 @@ function CardsView() {
                   t2("financial.cards.addExpense")
                 ]
               }
-            )
+            ) })
           ] })
         ] }, card.id);
       }) })
@@ -3688,28 +3797,31 @@ function ReconciliationView() {
     ] })
   ] });
 }
+var FINANCIAL_DEFAULTS = {
+  autoInstallments: true,
+  requireDoc: false,
+  allowPartial: true,
+  requireOpening: true,
+  autoClose: false,
+  overdueAlerts: true,
+  dailySummary: false
+};
 function FinancialGeneralSettings() {
   const t2 = core.useTranslation();
+  const s = saas.useTenantPluginSettings("financial", FINANCIAL_DEFAULTS);
   return /* @__PURE__ */ jsxRuntime.jsxs("div", { className: "space-y-4", children: [
     /* @__PURE__ */ jsxRuntime.jsxs(saas.SettingsGroup, { title: t2("financial.settings.invoices"), description: t2("financial.settings.invoicesDesc"), children: [
-      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.autoInstallments"), description: t2("financial.settings.autoInstallmentsDesc"), checked: true, onChange: () => {
-      } }),
-      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.requireDoc"), description: t2("financial.settings.requireDocDesc"), checked: false, onChange: () => {
-      } }),
-      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.allowPartial"), description: t2("financial.settings.allowPartialDesc"), checked: true, onChange: () => {
-      } })
+      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.autoInstallments"), description: t2("financial.settings.autoInstallmentsDesc"), checked: s.get("autoInstallments"), onChange: (v) => s.set("autoInstallments", v) }),
+      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.requireDoc"), description: t2("financial.settings.requireDocDesc"), checked: s.get("requireDoc"), onChange: (v) => s.set("requireDoc", v) }),
+      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.allowPartial"), description: t2("financial.settings.allowPartialDesc"), checked: s.get("allowPartial"), onChange: (v) => s.set("allowPartial", v) })
     ] }),
     /* @__PURE__ */ jsxRuntime.jsxs(saas.SettingsGroup, { title: t2("financial.settings.cashRegister"), description: t2("financial.settings.cashRegisterDesc"), children: [
-      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.requireOpening"), description: t2("financial.settings.requireOpeningDesc"), checked: true, onChange: () => {
-      } }),
-      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.autoClose"), description: t2("financial.settings.autoCloseDesc"), checked: false, onChange: () => {
-      } })
+      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.requireOpening"), description: t2("financial.settings.requireOpeningDesc"), checked: s.get("requireOpening"), onChange: (v) => s.set("requireOpening", v) }),
+      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.autoClose"), description: t2("financial.settings.autoCloseDesc"), checked: s.get("autoClose"), onChange: (v) => s.set("autoClose", v) })
     ] }),
     /* @__PURE__ */ jsxRuntime.jsxs(saas.SettingsGroup, { title: t2("financial.settings.notifications"), description: t2("financial.settings.notificationsDesc"), children: [
-      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.overdueAlerts"), description: t2("financial.settings.overdueAlertsDesc"), checked: true, onChange: () => {
-      } }),
-      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.dailySummary"), description: t2("financial.settings.dailySummaryDesc"), checked: false, onChange: () => {
-      } })
+      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.overdueAlerts"), description: t2("financial.settings.overdueAlertsDesc"), checked: s.get("overdueAlerts"), onChange: (v) => s.set("overdueAlerts", v) }),
+      /* @__PURE__ */ jsxRuntime.jsx(saas.ToggleRow, { label: t2("financial.settings.dailySummary"), description: t2("financial.settings.dailySummaryDesc"), checked: s.get("dailySummary"), onChange: (v) => s.set("dailySummary", v) })
     ] })
   ] });
 }
@@ -3850,6 +3962,10 @@ function buildNav(config, activeView, navigate, t2) {
       ]
     });
   }
+  for (const item of items) {
+    const feature = config.navFeatureMap[item.id];
+    if (feature) item.feature = feature;
+  }
   return items;
 }
 function FinancialPage({ config, provider, store, registries }) {
@@ -3885,9 +4001,11 @@ function FinancialPage({ config, provider, store, registries }) {
     };
   }, [onboardingComplete, provider]);
   const t2 = core.useTranslation();
+  const can = saas.usePermissionOptional();
+  const canCreate = can("financial", "create");
   const intent = parseIntent(view);
   const isSettings = view === "settings";
-  const nav = buildNav(config, view, navigate, t2);
+  const nav = saas.useModuleNavAccess(buildNav(config, view, navigate, t2));
   const [quickAddOpen, setQuickAddOpen] = React17.useState(false);
   const [quickAddType, setQuickAddType] = React17.useState("expense");
   const [quickAddReceipt, setQuickAddReceipt] = React17.useState(false);
@@ -3901,12 +4019,14 @@ function FinancialPage({ config, provider, store, registries }) {
     if (!pendingQuickAdd) return;
     const req = consumeQuickAdd();
     if (!req) return;
+    if (!canCreate) return;
     setQuickAddType(req.type);
     setQuickAddReceipt(req.receipt);
     setQuickAddOpen(true);
   }, [pendingQuickAdd]);
   const quickActions = React17.useMemo(() => {
     if (config.quickAdd) return [];
+    if (!canCreate) return [];
     const actions = [];
     if (config.modules.payables) {
       actions.push({
@@ -3936,7 +4056,7 @@ function FinancialPage({ config, provider, store, registries }) {
       });
     }
     return actions;
-  }, [config.modules, config.quickAdd]);
+  }, [config.modules, config.quickAdd, canCreate, navigate, t2]);
   function handleOnboardingComplete() {
     setOnboardingComplete(true);
     try {
@@ -3980,6 +4100,11 @@ function FinancialPage({ config, provider, store, registries }) {
         return /* @__PURE__ */ jsxRuntime.jsx(SummaryView, {});
     }
   }
+  function renderGatedView() {
+    const feature = config.navFeatureMap[intent.view];
+    if (!feature) return renderView();
+    return /* @__PURE__ */ jsxRuntime.jsx(saas.EntitlementGate, { feature, fallback: /* @__PURE__ */ jsxRuntime.jsx(saas.UpgradePrompt, { feature }), children: renderView() });
+  }
   return /* @__PURE__ */ jsxRuntime.jsx(FinancialContextProvider, { config, provider, store, children: /* @__PURE__ */ jsxRuntime.jsxs(
     ui.ModulePage,
     {
@@ -3994,7 +4119,8 @@ function FinancialPage({ config, provider, store, registries }) {
         // 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.
-        /* @__PURE__ */ jsxRuntime.jsxs(
+        // Gated on the role's `create` action so read-only members don't see it.
+        /* @__PURE__ */ jsxRuntime.jsx(saas.PermissionGate, { feature: "financial", action: "create", children: /* @__PURE__ */ jsxRuntime.jsxs(
           ui.Button,
           {
             size: "sm",
@@ -4005,7 +4131,7 @@ function FinancialPage({ config, provider, store, registries }) {
               t2("financial.quickTx.newTransaction")
             ]
           }
-        ),
+        ) }),
         /* @__PURE__ */ jsxRuntime.jsx(
           saas.ModuleActionBar,
           {
@@ -4016,7 +4142,7 @@ function FinancialPage({ config, provider, store, registries }) {
         )
       ] }),
       children: [
-        renderView(),
+        renderGatedView(),
         /* @__PURE__ */ jsxRuntime.jsx(
           QuickTransactionForm,
           {
@@ -5037,6 +5163,18 @@ function createMockFinancialProvider(options) {
   return provider;
 }
 
+// src/data/tables.ts
+var T = {
+  movements: "plg_financial_movements",
+  chartOfAccounts: "plg_financial_chart_of_accounts",
+  bankAccounts: "plg_financial_bank_accounts",
+  cardBrands: "plg_financial_card_brands",
+  costCenters: "plg_financial_cost_centers",
+  cashRegisterSessions: "plg_financial_cash_register_sessions",
+  paymentMethods: "plg_financial_payment_methods",
+  paymentMethodTypes: "plg_financial_payment_method_types"
+};
+
 // src/data/supabase.ts
 function getTenantId() {
   return core.getActiveTenantId();
@@ -5059,7 +5197,7 @@ function camelToSnake(obj) {
 function getClients() {
   const supabase = core.getSupabaseClientOptional();
   if (!supabase) throw new Error("Supabase not initialized");
-  return { core: supabase.schema("saas_core"), pub: supabase };
+  return { core: supabase, pub: supabase };
 }
 function mapStageToInvoiceStatus(stage) {
   switch (stage) {
@@ -5086,11 +5224,11 @@ async function sweepOverdue() {
   try {
     const { core, pub } = getClients();
     const today2 = (/* @__PURE__ */ new Date()).toISOString().slice(0, 10);
-    const { data: overdueMovs } = await pub.from("financial_movements").update({ status: "overdue" }).in("status", ["pending", "partial"]).lt("due_date", today2).select("invoice_id");
+    const { data: overdueMovs } = await pub.from(T.movements).update({ status: "overdue" }).in("status", ["pending", "partial"]).lt("due_date", today2).select("invoice_id");
     if (overdueMovs && overdueMovs.length > 0) {
       const invoiceIds = [...new Set(overdueMovs.map((m) => m.invoice_id).filter(Boolean))];
       for (const invId of invoiceIds) {
-        const { data: allMovs } = await pub.from("financial_movements").select("status").eq("invoice_id", invId).eq("movement_kind", "bill");
+        const { data: allMovs } = await pub.from(T.movements).select("status").eq("invoice_id", invId).eq("movement_kind", "bill");
         const movs = allMovs ?? [];
         const hasOverdue = movs.some((m) => m.status === "overdue");
         const allPaid = movs.every((m) => m.status === "paid");
@@ -5128,7 +5266,7 @@ async function findOrderIdsByItemMetadata(core, filters) {
 }
 async function getMethodFeePct(pub, paymentMethodId) {
   if (!paymentMethodId) return 0;
-  const { data } = await pub.from("payment_methods").select("discount_value").eq("id", paymentMethodId).single();
+  const { data } = await pub.from(T.paymentMethods).select("discount_value").eq("id", paymentMethodId).single();
   return Number(data?.discount_value) || 0;
 }
 function genId() {
@@ -5163,7 +5301,10 @@ function createSupabaseFinancialProvider() {
       }
       if (query.contactId) qb = qb.eq("party_id", query.contactId);
       if (query.search) qb = qb.ilike("notes", `%${query.search}%`);
-      if (query.dateRange) qb = qb.gte("created_at", query.dateRange.from).lte("created_at", query.dateRange.to);
+      if (query.dateRange) {
+        const to = query.dateRange.to.length === 10 ? `${query.dateRange.to}T23:59:59.999` : query.dateRange.to;
+        qb = qb.gte("created_at", query.dateRange.from).lte("created_at", to);
+      }
       const page = query.page ?? 1;
       const pageSize = query.pageSize ?? 50;
       qb = qb.range((page - 1) * pageSize, page * pageSize - 1).order("created_at", { ascending: false });
@@ -5200,7 +5341,7 @@ function createSupabaseFinancialProvider() {
       const o = snakeToCamel(data);
       const meta = data.metadata ?? {};
       const balance = (await fetchInvoiceBalances(pub, [id])).get(id);
-      const { data: movs } = await pub.from("financial_movements").select("paid_amount").eq("invoice_id", id).eq("movement_kind", "bill");
+      const { data: movs } = await pub.from(T.movements).select("paid_amount").eq("invoice_id", id).eq("movement_kind", "bill");
       return {
         id: o.id,
         direction: o.direction ?? (o.kind === "invoice_payable" ? "debit" : "credit"),
@@ -5287,7 +5428,7 @@ function createSupabaseFinancialProvider() {
         );
       }
       if (order && input.installments.length > 0) {
-        await pub.from("financial_movements").insert(
+        await pub.from(T.movements).insert(
           input.installments.map((inst, i) => ({
             tenant_id: tenantId,
             invoice_id: order.id,
@@ -5329,12 +5470,12 @@ function createSupabaseFinancialProvider() {
     async cancelInvoice(id) {
       const { core, pub } = getClients();
       await core.from("orders").update({ status: "cancelled" }).eq("id", id);
-      await pub.from("financial_movements").update({ status: "cancelled" }).eq("invoice_id", id).eq("status", "pending");
+      await pub.from(T.movements).update({ status: "cancelled" }).eq("invoice_id", id).eq("status", "pending");
     },
     // --- Movements (public.financial_movements) ---
     async getMovements(query) {
       const { pub } = getClients();
-      let qb = pub.from("financial_movements").select("*", { count: "exact" });
+      let qb = pub.from(T.movements).select("*", { count: "exact" });
       if (query.direction) qb = qb.eq("direction", query.direction);
       if (query.status) {
         const statuses = Array.isArray(query.status) ? query.status : [query.status];
@@ -5351,7 +5492,7 @@ function createSupabaseFinancialProvider() {
     },
     async payMovement(input) {
       const { core, pub } = getClients();
-      const { data: mov } = await pub.from("financial_movements").select("*").eq("id", input.movementId).single();
+      const { data: mov } = await pub.from(T.movements).select("*").eq("id", input.movementId).single();
       if (!mov) throw new Error("Movement not found");
       const tenantId = mov.tenant_id ?? getTenantId();
       const feePct = mov.direction === "credit" ? await getMethodFeePct(pub, input.paymentMethodId) : 0;
@@ -5376,17 +5517,17 @@ function createSupabaseFinancialProvider() {
         card_installments: input.cardInstallments ?? null,
         notes: input.notes ?? null
       };
-      let { data, error } = await pub.from("financial_movements").insert(paymentRow).select().single();
+      let { data, error } = await pub.from(T.movements).insert(paymentRow).select().single();
       if (error && /fee_amount/i.test(error.message ?? "")) {
         const { fee_amount, ...rest } = paymentRow;
-        ({ data, error } = await pub.from("financial_movements").insert(rest).select().single());
+        ({ data, error } = await pub.from(T.movements).insert(rest).select().single());
       }
       if (error) throw error;
       const newPaid = round22((mov.paid_amount ?? 0) + input.amount);
       const billStatus = newPaid >= mov.amount ? "paid" : "partial";
-      await pub.from("financial_movements").update({ paid_amount: newPaid, status: billStatus, payment_date: null, bank_account_id: null }).eq("id", mov.id);
+      await pub.from(T.movements).update({ paid_amount: newPaid, status: billStatus, payment_date: null, bank_account_id: null }).eq("id", mov.id);
       if (mov.invoice_id) {
-        const { data: allMovs } = await pub.from("financial_movements").select("status, amount, paid_amount").eq("invoice_id", mov.invoice_id).eq("movement_kind", "bill");
+        const { data: allMovs } = await pub.from(T.movements).select("status, amount, paid_amount").eq("invoice_id", mov.invoice_id).eq("movement_kind", "bill");
         const movs = allMovs ?? [];
         const allPaid = movs.length > 0 && movs.every((m) => m.status === "paid");
         const anyPaid = movs.some((m) => m.status === "paid" || m.status === "partial");
@@ -5403,7 +5544,7 @@ function createSupabaseFinancialProvider() {
     },
     async cancelMovement(id) {
       const { pub } = getClients();
-      await pub.from("financial_movements").update({ status: "cancelled" }).eq("id", id);
+      await pub.from(T.movements).update({ status: "cancelled" }).eq("id", id);
     },
     // --- Transfers (between accounts) ---
     async createTransfer(input) {
@@ -5439,10 +5580,10 @@ function createSupabaseFinancialProvider() {
           metadata: { transferId, transferRole: "in", counterAccountId: input.fromAccountId }
         }
       ];
-      let { data, error } = await pub.from("financial_movements").insert(rowsToInsert).select("id, direction");
+      let { data, error } = await pub.from(T.movements).insert(rowsToInsert).select("id, direction");
       if (error && /fee_amount/i.test(error.message ?? "")) {
         const stripped = rowsToInsert.map(({ fee_amount, ...rest }) => rest);
-        ({ data, error } = await pub.from("financial_movements").insert(stripped).select("id, direction"));
+        ({ data, error } = await pub.from(T.movements).insert(stripped).select("id, direction"));
       }
       if (error) throw error;
       const rows = data ?? [];
@@ -5453,13 +5594,13 @@ function createSupabaseFinancialProvider() {
     // --- Bank Accounts ---
     async getBankAccounts() {
       const { pub } = getClients();
-      const { data } = await pub.from("bank_accounts").select("*").eq("is_active", true).order("name");
+      const { data } = await pub.from(T.bankAccounts).select("*").eq("is_active", true).order("name");
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     async createBankAccount(input) {
       const { pub } = getClients();
       const tenantId = getTenantId();
-      const { data } = await pub.from("bank_accounts").insert({
+      const { data } = await pub.from(T.bankAccounts).insert({
         ...camelToSnake(input),
         tenant_id: tenantId,
         current_balance: input.initialBalance ?? 0
@@ -5471,26 +5612,26 @@ function createSupabaseFinancialProvider() {
       const row = camelToSnake(partial);
       delete row.id;
       delete row.tenant_id;
-      const { data } = await pub.from("bank_accounts").update(row).eq("id", id).select().single();
+      const { data } = await pub.from(T.bankAccounts).update(row).eq("id", id).select().single();
       return snakeToCamel(data);
     },
     // --- Cash Sessions ---
     async getCashSessions(bankAccountId) {
       const { pub } = getClients();
-      let qb = pub.from("cash_register_sessions").select("*");
+      let qb = pub.from(T.cashRegisterSessions).select("*");
       if (bankAccountId) qb = qb.eq("bank_account_id", bankAccountId);
       const { data } = await qb.order("opened_at", { ascending: false });
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     async getOpenSession(bankAccountId) {
       const { pub } = getClients();
-      const { data } = await pub.from("cash_register_sessions").select("*").eq("bank_account_id", bankAccountId).eq("status", "open").single();
+      const { data } = await pub.from(T.cashRegisterSessions).select("*").eq("bank_account_id", bankAccountId).eq("status", "open").single();
       return data ? snakeToCamel(data) : null;
     },
     async openCashSession(input) {
       const { pub } = getClients();
       const tenantId = getTenantId();
-      const { data } = await pub.from("cash_register_sessions").insert({
+      const { data } = await pub.from(T.cashRegisterSessions).insert({
         tenant_id: tenantId,
         bank_account_id: input.bankAccountId,
         status: "open",
@@ -5503,7 +5644,7 @@ function createSupabaseFinancialProvider() {
     },
     async closeCashSession(input) {
       const { pub } = getClients();
-      const { data } = await pub.from("cash_register_sessions").update({
+      const { data } = await pub.from(T.cashRegisterSessions).update({
         status: "closed",
         closing_balance: input.closingBalance,
         closed_at: (/* @__PURE__ */ new Date()).toISOString(),
@@ -5515,8 +5656,8 @@ function createSupabaseFinancialProvider() {
     },
     async getCashSessionSummary(sessionId) {
       const { pub } = getClients();
-      const session = (await pub.from("cash_register_sessions").select("*").eq("id", sessionId).single()).data;
-      const { data: movs } = await pub.from("financial_movements").select("direction, paid_amount").eq("cash_session_id", sessionId).eq("status", "paid");
+      const session = (await pub.from(T.cashRegisterSessions).select("*").eq("id", sessionId).single()).data;
+      const { data: movs } = await pub.from(T.movements).select("direction, paid_amount").eq("cash_session_id", sessionId).eq("status", "paid");
       const movements = movs ?? [];
       return {
         session: snakeToCamel(session),
@@ -5528,23 +5669,23 @@ function createSupabaseFinancialProvider() {
     // --- Payment Methods ---
     async getPaymentMethods() {
       const { pub } = getClients();
-      const { data } = await pub.from("payment_methods").select("*").eq("is_active", true).order("name");
+      const { data } = await pub.from(T.paymentMethods).select("*").eq("is_active", true).order("name");
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     async getPaymentMethodTypes() {
       const { pub } = getClients();
-      const { data } = await pub.from("payment_method_types").select("*").eq("is_active", true).order("name");
+      const { data } = await pub.from(T.paymentMethodTypes).select("*").eq("is_active", true).order("name");
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     // --- Chart of Accounts ---
     async getChartOfAccounts() {
       const { pub } = getClients();
-      const { data } = await pub.from("chart_of_accounts").select("*").eq("is_active", true).order("code");
+      const { data } = await pub.from(T.chartOfAccounts).select("*").eq("is_active", true).order("code");
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     async getCostCenters() {
       const { pub } = getClients();
-      const { data } = await pub.from("cost_centers").select("*").eq("is_active", true).order("code");
+      const { data } = await pub.from(T.costCenters).select("*").eq("is_active", true).order("code");
       return (data ?? []).map((r) => snakeToCamel(r));
     },
     // --- Card Transactions ---
@@ -5556,7 +5697,7 @@ function createSupabaseFinancialProvider() {
     async getStatement(query) {
       const { core, pub } = getClients();
       const today2 = (/* @__PURE__ */ new Date()).toISOString().slice(0, 10);
-      const { data: acctRows } = await pub.from("bank_accounts").select("id, name, initial_balance, is_active");
+      const { data: acctRows } = await pub.from(T.bankAccounts).select("id, name, initial_balance, is_active");
       const allAccounts = acctRows ?? [];
       const consolidated = !query.bankAccountId;
       const scopeAccounts = consolidated ? allAccounts.filter((a) => a.is_active) : allAccounts.filter((a) => a.id === query.bankAccountId);
@@ -5568,10 +5709,10 @@ function createSupabaseFinancialProvider() {
       }
       const scopeFilter = (qb) => consolidated ? qb : qb.in("bank_account_id", accountIds);
       const netOf = (r) => r.direction === "credit" ? (Number(r.paid_amount) || 0) - (Number(r.fee_amount) || 0) : -(Number(r.paid_amount) || 0);
-      const { data: priorRows } = await scopeFilter(pub.from("financial_movements").select("*").neq("status", "cancelled").lt("payment_date", query.dateRange.from));
+      const { data: priorRows } = await scopeFilter(pub.from(T.movements).select("*").neq("status", "cancelled").lt("payment_date", query.dateRange.from));
       const priorNet = (priorRows ?? []).reduce((s, r) => s + netOf(r), 0);
       const openingBalance = round22(initialSum + priorNet);
-      const { data: movs } = await scopeFilter(pub.from("financial_movements").select("*").neq("status", "cancelled").gte("payment_date", query.dateRange.from).lte("payment_date", query.dateRange.to).order("payment_date").order("created_at"));
+      const { data: movs } = await scopeFilter(pub.from(T.movements).select("*").neq("status", "cancelled").gte("payment_date", query.dateRange.from).lte("payment_date", query.dateRange.to).order("payment_date").order("created_at"));
       const invoiceIds = [...new Set((movs ?? []).map((r) => r.invoice_id).filter(Boolean))];
       const invoiceById = /* @__PURE__ */ new Map();
       if (invoiceIds.length) {
@@ -5613,7 +5754,7 @@ function createSupabaseFinancialProvider() {
       });
       const matchedIds = [...new Set(entries.map((e) => e.movement.matchedMovementId).filter(Boolean))];
       if (matchedIds.length) {
-        const { data: matched } = await pub.from("financial_movements").select("id, invoice_id, notes").in("id", matchedIds);
+        const { data: matched } = await pub.from(T.movements).select("id, invoice_id, notes").in("id", matchedIds);
         const matchedById = new Map((matched ?? []).map((m) => [m.id, m]));
         const matchedInvoiceIds = [...new Set((matched ?? []).map((m) => m.invoice_id).filter(Boolean))];
         const invById = /* @__PURE__ */ new Map();
@@ -5635,7 +5776,7 @@ function createSupabaseFinancialProvider() {
           };
         }
       }
-      const { data: todayRows } = await scopeFilter(pub.from("financial_movements").select("*").neq("status", "cancelled").lte("payment_date", today2));
+      const { data: todayRows } = await scopeFilter(pub.from(T.movements).select("*").neq("status", "cancelled").lte("payment_date", today2));
       const accountCurrentBalance = round22(initialSum + (todayRows ?? []).reduce((s, r) => s + netOf(r), 0));
       return {
         entries,
@@ -5653,9 +5794,9 @@ function createSupabaseFinancialProvider() {
     async getSummary(dateRange) {
       sweepOverdue();
       const { pub } = getClients();
-      const { data: accounts } = await pub.from("bank_accounts").select("current_balance").eq("is_active", true);
+      const { data: accounts } = await pub.from(T.bankAccounts).select("current_balance").eq("is_active", true);
       const totalBalance = (accounts ?? []).reduce((s, a) => s + (a.current_balance ?? 0), 0);
-      const { data: movs } = await pub.from("financial_movements").select("direction, movement_kind, amount, paid_amount, status, due_date, payment_date");
+      const { data: movs } = await pub.from(T.movements).select("direction, movement_kind, amount, paid_amount, status, due_date, payment_date");
       const allMovs = movs ?? [];
       const unpaid = allMovs.filter((m) => ["pending", "partial", "overdue"].includes(m.status));
       const today2 = (/* @__PURE__ */ new Date()).toISOString().slice(0, 10);
@@ -5688,7 +5829,7 @@ function createSupabaseFinancialProvider() {
       const tenantId = getTenantId();
       let imported = 0, duplicates = 0;
       for (const line of input.lines) {
-        const { error } = await pub.from("financial_movements").insert({
+        const { error } = await pub.from(T.movements).insert({
           tenant_id: tenantId,
           direction: line.direction,
           movement_kind: "payment",
@@ -5711,7 +5852,7 @@ function createSupabaseFinancialProvider() {
     },
     async getUnreconciled(query) {
       const { pub } = getClients();
-      let qb = pub.from("financial_movements").select("*").not("external_source", "is", null).is("reconciled_at", null);
+      let qb = pub.from(T.movements).select("*").not("external_source", "is", null).is("reconciled_at", null);
       if (query?.bankAccountId) qb = qb.eq("bank_account_id", query.bankAccountId);
       if (query?.dateRange) qb = qb.gte("payment_date", query.dateRange.from).lte("payment_date", query.dateRange.to);
       const { data } = await qb.order("payment_date", { ascending: false });
@@ -5719,12 +5860,12 @@ function createSupabaseFinancialProvider() {
     },
     async suggestReconciliation(bankMovementId) {
       const { core, pub } = getClients();
-      const { data: line } = await pub.from("financial_movements").select("*").eq("id", bankMovementId).single();
+      const { data: line } = await pub.from(T.movements).select("*").eq("id", bankMovementId).single();
       if (!line) return [];
       const amount = Number(line.amount) || 0;
       const lineDate = line.payment_date ?? line.due_date;
       const tol = Math.max(0.01, round22(amount * 0.02));
-      const { data } = await pub.from("financial_movements").select("*").is("external_source", null).is("reconciled_at", null).eq("direction", line.direction).gte("amount", round22(amount - tol)).lte("amount", round22(amount + tol)).neq("id", bankMovementId).limit(25);
+      const { data } = await pub.from(T.movements).select("*").is("external_source", null).is("reconciled_at", null).eq("direction", line.direction).gte("amount", round22(amount - tol)).lte("amount", round22(amount + tol)).neq("id", bankMovementId).limit(25);
       const candidates = (data ?? []).map((r) => {
         const amtDiff = Math.abs((Number(r.amount) || 0) - amount);
         const amtScore = amount > 0 ? Math.max(0, 1 - amtDiff / amount) : 0;
@@ -5750,20 +5891,20 @@ function createSupabaseFinancialProvider() {
     async reconcileMovement(input) {
       const { pub } = getClients();
       const now2 = (/* @__PURE__ */ new Date()).toISOString();
-      await pub.from("financial_movements").update({
+      await pub.from(T.movements).update({
         reconciled_at: now2,
         matched_movement_id: input.matchedMovementId ?? null
       }).eq("id", input.bankMovementId);
       if (input.matchedMovementId) {
-        await pub.from("financial_movements").update({ reconciled_at: now2 }).eq("id", input.matchedMovementId);
+        await pub.from(T.movements).update({ reconciled_at: now2 }).eq("id", input.matchedMovementId);
       }
     },
     async unreconcileMovement(bankMovementId) {
       const { pub } = getClients();
-      const { data: line } = await pub.from("financial_movements").select("matched_movement_id").eq("id", bankMovementId).single();
-      await pub.from("financial_movements").update({ reconciled_at: null, matched_movement_id: null }).eq("id", bankMovementId);
+      const { data: line } = await pub.from(T.movements).select("matched_movement_id").eq("id", bankMovementId).single();
+      await pub.from(T.movements).update({ reconciled_at: null, matched_movement_id: null }).eq("id", bankMovementId);
       if (line?.matched_movement_id) {
-        await pub.from("financial_movements").update({ reconciled_at: null }).eq("id", line.matched_movement_id);
+        await pub.from(T.movements).update({ reconciled_at: null }).eq("id", line.matched_movement_id);
       }
     }
   };
@@ -6011,7 +6152,7 @@ var paymentMethodTypeEntity = {
     { key: "transactionType", label: "Transaction Type", type: "select", options: ["cash", "credit_card", "debit_card", "pix", "bank_transfer", "check", "voucher"], showInTable: true, required: true },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "payment_method_types", tenantScoped: true }
+  data: { table: T.paymentMethodTypes, tenantScoped: true }
 };
 var paymentMethodEntity = {
   name: "Payment Method",
@@ -6023,14 +6164,14 @@ var paymentMethodEntity = {
     { key: "name", label: "Name", type: "text", required: true, showInTable: true },
     // FK to the seeded payment_method_types catalog — load real ids at runtime
     // (a static enum select would write the string into the uuid column).
-    { key: "paymentMethodTypeId", label: "Type", type: "relation", relation: { table: "payment_method_types", labelField: "name" }, showInTable: true, required: true },
+    { key: "paymentMethodTypeId", label: "Type", type: "relation", relation: { table: T.paymentMethodTypes, labelField: "name" }, showInTable: true, required: true },
     { key: "discountValue", label: "Discount %", type: "number", showInTable: true },
     { key: "interestValue", label: "Interest %", type: "number", showInTable: true },
     { key: "minInstallments", label: "Min Installments", type: "number", defaultValue: 1 },
     { key: "maxInstallments", label: "Max Installments", type: "number", defaultValue: 1, showInTable: true },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "payment_methods", tenantScoped: true }
+  data: { table: T.paymentMethods, tenantScoped: true }
 };
 var chartOfAccountsEntity = {
   name: "Ledger Account",
@@ -6045,7 +6186,7 @@ var chartOfAccountsEntity = {
     { key: "parentId", label: "Parent", type: "text", showInTable: false },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "chart_of_accounts", tenantScoped: true }
+  data: { table: T.chartOfAccounts, tenantScoped: true }
 };
 var costCenterEntity = {
   name: "Cost Center",
@@ -6058,7 +6199,7 @@ var costCenterEntity = {
     { key: "name", label: "Name", type: "text", required: true, showInTable: true },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "cost_centers", tenantScoped: true }
+  data: { table: T.costCenters, tenantScoped: true }
 };
 var bankAccountEntity = {
   name: "Bank Account",
@@ -6083,7 +6224,7 @@ var bankAccountEntity = {
     { key: "dueDay", label: "Due Day", type: "number" },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "bank_accounts", tenantScoped: true }
+  data: { table: T.bankAccounts, tenantScoped: true }
 };
 var cardBrandEntity = {
   name: "Card Brand",
@@ -6095,7 +6236,7 @@ var cardBrandEntity = {
     { key: "name", label: "Name", type: "text", required: true, showInTable: true },
     { key: "isActive", label: "Active", type: "boolean", showInTable: true, defaultValue: true }
   ],
-  data: { table: "card_brands", tenantScoped: true }
+  data: { table: T.cardBrands, tenantScoped: true }
 };
 var commissionRuleEntity = {
   name: "Commission Rule",
@@ -6400,6 +6541,16 @@ var en = {
   "financial.invoice.filterAllAccounts": "All accounts",
   "financial.invoice.filterCostCenter": "Cost center",
   "financial.invoice.filterAllCostCenters": "All cost centers",
+  "financial.invoice.filterPeriod": "Period",
+  "financial.invoice.filterAllPeriods": "All time",
+  "financial.invoice.filterThisMonth": "This month",
+  "financial.invoice.filterLastMonth": "Last month",
+  "financial.invoice.filterLast30": "Last 30 days",
+  "financial.invoice.filterThisYear": "This year",
+  "financial.invoice.filterCustom": "Custom",
+  "financial.invoice.filterFrom": "From",
+  "financial.invoice.filterTo": "To",
+  "financial.invoice.filterClear": "Clear",
   "financial.reconciliation.title": "Reconciliation",
   "financial.reconciliation.subtitle": "Match imported bank lines to your movements",
   "financial.reconciliation.pending": "{{count}} to reconcile",
@@ -6883,6 +7034,16 @@ var ptBR = {
   "financial.invoice.filterAllAccounts": "Todos os planos",
   "financial.invoice.filterCostCenter": "Centro de custo",
   "financial.invoice.filterAllCostCenters": "Todos os centros",
+  "financial.invoice.filterPeriod": "Per\xEDodo",
+  "financial.invoice.filterAllPeriods": "Todo o per\xEDodo",
+  "financial.invoice.filterThisMonth": "Este m\xEAs",
+  "financial.invoice.filterLastMonth": "M\xEAs passado",
+  "financial.invoice.filterLast30": "\xDAltimos 30 dias",
+  "financial.invoice.filterThisYear": "Este ano",
+  "financial.invoice.filterCustom": "Personalizado",
+  "financial.invoice.filterFrom": "De",
+  "financial.invoice.filterTo": "At\xE9",
+  "financial.invoice.filterClear": "Limpar",
   "financial.reconciliation.title": "Concilia\xE7\xE3o",
   "financial.reconciliation.subtitle": "Concilie as linhas importadas do banco com seus lan\xE7amentos",
   "financial.reconciliation.pending": "{{count}} para conciliar",
@@ -7352,6 +7513,15 @@ var DEFAULT_LABELS = {
   cardsReconciliation: "Reconciliation"
 };
 var DEFAULT_CURRENCY = { code: "BRL", locale: "pt-BR", symbol: "R$" };
+var FINANCIAL_NAV_FEATURES = {
+  reconciliation: "fin_reconciliation",
+  cards: "fin_cards",
+  commissions: "fin_commissions",
+  statements: "fin_statements",
+  receivables: "fin_receivables",
+  payables: "fin_payables",
+  "cash-registers": "fin_cash_registers"
+};
 var DEFAULT_ITEM_TYPES = [
   { value: "service", label: "Service", icon: "Briefcase" },
   { value: "product", label: "Product", icon: "Package" },
@@ -7382,7 +7552,8 @@ function resolveConfig(options) {
     locations: options?.locations ?? [],
     entityLookups: options?.entityLookups ?? {},
     contactLookup: options?.contactLookup,
-    onBookingClick: options?.onBookingClick
+    onBookingClick: options?.onBookingClick,
+    navFeatureMap: { ...options?.navFeatureMap }
   };
 }
 function createFinancialPlugin(options) {
@@ -7410,6 +7581,70 @@ function createFinancialPlugin(options) {
       ...config.modules.payables ? [{ id: "financial.payables", label: config.labels.payables, group: config.labels.pageTitle }] : [],
       ...config.modules.commissions ? [{ id: "financial.commissions", label: config.labels.commissions, group: config.labels.pageTitle }] : []
     ],
+    // Recurring monthly quota — counts financial movement rows created this
+    // month (invoices write one per installment; quick transactions one, or two
+    // for a transfer).
+    declaredLimits: [
+      { key: "movements_month", label: "Financial movements this month", table: "plg_financial_movements", period: "month" }
+    ],
+    queryEntities: [
+      {
+        key: "financial:invoices",
+        entity: {
+          name: "Invoice",
+          namePlural: "Invoices (receipts REC- / payables PAG-)",
+          icon: "Receipt",
+          permission: { feature: "financial", action: "read" },
+          fields: [
+            { key: "referenceNumber", label: "Reference (REC-/PAG-)", type: "text", searchable: true },
+            { key: "flow", label: "Flow (receivable/payable)", type: "text" },
+            { key: "amount", label: "Amount", type: "number" },
+            { key: "paid", label: "Paid", type: "number" },
+            { key: "balance", label: "Balance", type: "number" },
+            { key: "status", label: "Status", type: "text" },
+            { key: "createdAt", label: "Created at", type: "text" }
+          ],
+          data: {
+            table: "v_invoice_balances",
+            tenantScoped: true,
+            searchColumns: ["reference_number"]
+          }
+        }
+      },
+      {
+        key: "financial:movements",
+        entity: {
+          name: "Financial movement",
+          namePlural: "Financial movements (installment ledger)",
+          icon: "Banknote",
+          permission: { feature: "financial", action: "read" },
+          fields: [
+            { key: "direction", label: "Direction", type: "text" },
+            { key: "movementKind", label: "Kind (bill/payment)", type: "text" },
+            { key: "amount", label: "Amount", type: "number" },
+            { key: "paidAmount", label: "Paid amount", type: "number" },
+            { key: "status", label: "Status", type: "text" },
+            { key: "dueDate", label: "Due date", type: "text" },
+            { key: "paymentDate", label: "Payment date", type: "text" },
+            { key: "installmentNumber", label: "Installment", type: "number" },
+            { key: "cardInstallments", label: "Card installments", type: "number" },
+            { key: "createdAt", label: "Created at", type: "text" }
+          ],
+          data: {
+            table: "plg_financial_movements",
+            tenantScoped: true
+          }
+        }
+      }
+    ],
+    declaredRpcs: [
+      {
+        name: "agent_financial_mark_payment_received",
+        kind: "write",
+        description: "Guarded settle: invoices the order via fn_invoice_from_order (installments for credit card) and marks the receivable paid, audited with the acting user.",
+        audits: true
+      }
+    ],
     navigation: [
       {
         section: options?.navSection ?? "main",
@@ -7463,6 +7698,7 @@ function createFinancialPlugin(options) {
         description: "Creates a new invoice/payable for a contact.",
         icon: "FileText",
         mode: "persist",
+        limitKey: "movements_month",
         category: "Finance",
         parameters: {
           type: "object",
@@ -7478,6 +7714,33 @@ function createFinancialPlugin(options) {
         ],
         permission: { feature: "financial", action: "create" }
       },
+      {
+        id: "financial.mark-payment-received",
+        name: "markPaymentReceived",
+        description: 'Marks an order/appointment as paid: invoices it (with installments for credit card, e.g. "cart\xE3o 2x") and settles the receivable. Resolve the booking or order id via search tools first.',
+        icon: "BadgeDollarSign",
+        mode: "persist",
+        execution: { plane: "server", kind: "rpc", rpc: "agent_financial_mark_payment_received" },
+        category: "Finance",
+        parameters: {
+          type: "object",
+          properties: {
+            booking_id: { type: "string", description: "Appointment id (alternative to order_id)" },
+            order_id: { type: "string", description: "Order id" },
+            method: {
+              type: "string",
+              description: "Payment method",
+              enum: ["cash", "pix", "credit_card", "debit_card", "transfer"]
+            },
+            installments: { type: "number", description: 'Credit-card installments (1-12), e.g. 2 for "cart\xE3o 2x"' }
+          },
+          required: ["method"]
+        },
+        suggestions: [
+          { label: "Marcar o atendimento como pago no cart\xE3o em 2x" }
+        ],
+        permission: { feature: "financial.receivables", action: "update" }
+      },
       {
         id: "financial.list-payables",
         name: "listPayables",
@@ -7525,6 +7788,7 @@ function createFinancialPlugin(options) {
   };
 }
 
+exports.FINANCIAL_NAV_FEATURES = FINANCIAL_NAV_FEATURES;
 exports.createFinancialPlugin = createFinancialPlugin;
 exports.createMockFinancialProvider = createMockFinancialProvider;
 exports.createSafeFinancialProvider = createSafeFinancialProvider;