@fayz-ai/plugin-financial 0.8.0 → 0.8.1

package/dist/index.d.ts

@@ -95,7 +95,38 @@ export interface FinancialPluginOptions {
     settingsRegistries?: PluginRegistryDef[];
     /** Callback when user clicks a booking link on an invoice. Receives the order ID. */
     onBookingClick?: (orderId: string) => void;
+    /**
+     * Which internal-nav links this APP gates, as `nav item id → feature id`.
+     * Empty by default: the plugin ships no opinion about what is paid — packaging
+     * is the app's decision, declared alongside its `permissions.ts` (RBAC) and
+     * `billing.ts` (plan entitlements). An id absent from this map is never hidden
+     * and never gated, in the nav OR in the content.
+     *
+     * {@link FINANCIAL_NAV_FEATURES} is an opt-in preset of the `fin_*` ids used
+     * by the reference apps — spread the entries you actually want:
+     *
+     * ```ts
+     * navFeatureMap: { reconciliation: FINANCIAL_NAV_FEATURES.reconciliation }
+     * ```
+     */
+    navFeatureMap?: Record<string, string>;
 }
+/**
+ * OPT-IN preset of feature ids for the financial sub-modules — a naming
+ * convention offered to apps, NOT a default. Nothing here is applied unless an
+ * app passes the entries it wants through `options.navFeatureMap`, because what
+ * is paid is a product decision that belongs to the app (its `permissions.ts` +
+ * `billing.ts`), never to the plugin.
+ */
+export declare const FINANCIAL_NAV_FEATURES: {
+    readonly reconciliation: "fin_reconciliation";
+    readonly cards: "fin_cards";
+    readonly commissions: "fin_commissions";
+    readonly statements: "fin_statements";
+    readonly receivables: "fin_receivables";
+    readonly payables: "fin_payables";
+    readonly 'cash-registers': "fin_cash_registers";
+};
 export declare function createFinancialPlugin(options?: FinancialPluginOptions): PluginManifest;
 export type { FinancialDataProvider } from './data/types';
 export type { ResolvedFinancialConfig } from './FinancialContext';

package/dist/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AACA,OAAO,KAAK,EAAE,cAAc,EAAE,iBAAiB,EAAE,WAAW,EAAE,UAAU,EAAE,MAAM,eAAe,CAAA;AAC/F,OAAO,KAAK,EAAE,eAAe,EAAE,MAAM,eAAe,CAAA;AAIpD,OAAO,KAAK,EAAE,qBAAqB,EAAE,MAAM,cAAc,CAAA;AAMzD;;;;GAIG;AACH,wBAAgB,2BAA2B,IAAI,qBAAqB,CAKnE;AAWD,MAAM,WAAW,qBAAqB;IACpC,SAAS,EAAE,MAAM,CAAA;IACjB,YAAY,EAAE,MAAM,CAAA;IACpB,OAAO,EAAE,MAAM,CAAA;IACf,QAAQ,EAAE,MAAM,CAAA;IAChB,WAAW,EAAE,MAAM,CAAA;IACnB,YAAY,EAAE,MAAM,CAAA;IACpB,iBAAiB,EAAE,MAAM,CAAA;IACzB,WAAW,EAAE,MAAM,CAAA;IACnB,cAAc,EAAE,MAAM,CAAA;IACtB,eAAe,EAAE,MAAM,CAAA;IACvB,aAAa,EAAE,MAAM,CAAA;IACrB,UAAU,EAAE,MAAM,CAAA;IAClB,WAAW,EAAE,MAAM,CAAA;IACnB,mBAAmB,EAAE,MAAM,CAAA;IAC3B,gBAAgB,EAAE,MAAM,CAAA;IACxB,KAAK,EAAE,MAAM,CAAA;IACb,aAAa,EAAE,MAAM,CAAA;IACrB,mBAAmB,EAAE,MAAM,CAAA;CAC5B;AAED,MAAM,WAAW,cAAc;IAC7B,KAAK,EAAE,MAAM,CAAA;IACb,KAAK,EAAE,MAAM,CAAA;IACb,IAAI,CAAC,EAAE,MAAM,CAAA;CACd;AAED,MAAM,WAAW,sBAAsB;IACrC,OAAO,CAAC,EAAE;QACR,QAAQ,CAAC,EAAE,OAAO,CAAA;QAClB,WAAW,CAAC,EAAE,OAAO,CAAA;QACrB,aAAa,CAAC,EAAE,OAAO,CAAA;QACvB,UAAU,CAAC,EAAE,OAAO,CAAA;QACpB,WAAW,CAAC,EAAE,OAAO,CAAA;QACrB,KAAK,CAAC,EAAE,OAAO,CAAA;QACf,sFAAsF;QACtF,cAAc,CAAC,EAAE,OAAO,CAAA;KACzB,CAAA;IACD,MAAM,CAAC,EAAE,OAAO,CAAC,qBAAqB,CAAC,CAAA;IACvC,QAAQ,CAAC,EAAE;QACT,IAAI,CAAC,EAAE,MAAM,CAAA;QACb,MAAM,CAAC,EAAE,MAAM,CAAA;QACf,MAAM,CAAC,EAAE,MAAM,CAAA;KAChB,CAAA;IACD;;;;;OAKG;IACH,QAAQ,CAAC,EAAE,OAAO,CAAA;IAClB,WAAW,CAAC,EAAE,MAAM,CAAA;IACpB,UAAU,CAAC,EAAE,MAAM,GAAG,WAAW,CAAA;IACjC,KAAK,CAAC,EAAE,WAAW,CAAA;IACnB,UAAU,CAAC,EAAE,UAAU,CAAA;IAEvB,mEAAmE;IACnE,YAAY,CAAC,EAAE,qBAAqB,CAAA;IAEpC,iFAAiF;IACjF,SAAS,CAAC,EAAE,cAAc,EAAE,CAAA;IAE5B,0EAA0E;IAC1E,sBAAsB,CAAC,EAAE,OAAO,CAAA;IAEhC,uDAAuD;IACvD,aAAa,CAAC,EAAE;QAAE,aAAa,EAAE,MAAM,CAAC;QAAC,KAAK,CAAC,EAAE,MAAM,CAAA;KAAE,CAAA;IAEzD,kDAAkD;IAClD,kBAAkB,CAAC,EAAE,KAAK,CAAC;QAAE,IAAI,EAAE,MAAM,CAAC;QAAC,eAAe,CAAC,EAAE,MAAM,CAAA;KAAE,CAAC,CAAA;IAEtE,2FAA2F;IAC3F,SAAS,CAAC,EAAE,KAAK,CAAC;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,MAAM,CAAC;QAAC,IAAI,CAAC,EAAE,OAAO,CAAA;KAAE,CAAC,CAAA;IAE/D;;;;;OAKG;IACH,aAAa,CAAC,EAAE,eAAe,CAAA;IAE/B,6FAA6F;IAC7F,aAAa,CAAC,EAAE,OAAO,eAAe,EAAE,YAAY,CAAA;IAEpD,uEAAuE;IACvE,kBAAkB,CAAC,EAAE,iBAAiB,EAAE,CAAA;IAExC,qFAAqF;IACrF,cAAc,CAAC,EAAE,CAAC,OAAO,EAAE,MAAM,KAAK,IAAI,CAAA;IAE1C;;;;;;;;;;;;;OAaG;IACH,aAAa,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,CAAA;CACvC;AA6BD;;;;;;GAMG;AACH,eAAO,MAAM,sBAAsB;;;;;;;;CAQQ,CAAA;AA8C3C,wBAAgB,qBAAqB,CAAC,OAAO,CAAC,EAAE,sBAAsB,GAAG,cAAc,CAgPtF;AAGD,YAAY,EAAE,qBAAqB,EAAE,MAAM,cAAc,CAAA;AACzD,YAAY,EAAE,uBAAuB,EAAE,MAAM,oBAAoB,CAAA;AAGjE,OAAO,EAAE,2BAA2B,EAAE,MAAM,aAAa,CAAA;AACzD,YAAY,EAAE,iBAAiB,EAAE,4BAA4B,EAAE,MAAM,aAAa,CAAA;AAGlF,OAAO,EAAE,YAAY,EAAE,MAAM,aAAa,CAAA"}

package/dist/index.js

@@ -2,8 +2,8 @@ import * as React17 from 'react';
 import React17__default, { useState, useEffect, useMemo, useCallback, useRef } from 'react';
 import { createSafeDataProvider, registerTranslations, useTranslation, getSupabaseClientOptional, getActiveTenantId } from '@fayz-ai/core';
 import { toast, defineKpiWidget, defineChartWidget, defineCustomWidget, defineTableWidget, DataTable, PageTransition, ModulePage, Button, Modal, ModalContent, DatePicker, DashboardCanvas, SubpageHeader, TooltipProvider, Tooltip, TooltipTrigger, TooltipContent, CurrencyInput, useSaveBar, SearchSelect, ListView, KpiCard, ChartWidget, Card, CardHeader, CardTitle, CardContent, TableWidget, useDashboardNavigate, GoldCard } from '@fayz-ai/ui';
-import { createPluginContext, PluginSettingsPanel, dedup, useModuleNavigation, ModuleActionBar, SettingsGroup, ToggleRow, formatCurrency, parseViewId, PersonLink } from '@fayz-ai/saas';
-import { Wallet, Plus, DollarSign, Landmark, CreditCard, BookOpen, Check, ChevronRight, X, CalendarDays, Paperclip, Camera, Tag, Repeat, CalendarClock, RefreshCw, ArrowDownCircle, ArrowUpCircle, Sparkles, Link2, ArrowRightLeft, Receipt, ChevronDown, Clock, CheckCheck, Calculator, StickyNote, Play, Square, ChevronUp, MoreVertical, Ban, LayoutList, CircleDashed, CircleAlert, CircleCheckBig, CircleEllipsis, Pencil, FileText, User, Calendar, Hash, ExternalLink, Building2, ArrowLeftRight, ShoppingCart, Car, Home, Utensils, Zap, Film, HeartPulse, Dumbbell, Music, ShoppingBag, CircleDollarSign, Search, Trash2, FileCheck, QrCode, Banknote, ArrowUpRight, ArrowDownRight, AlertTriangle, EyeOff, Eye } from 'lucide-react';
+import { createPluginContext, PluginSettingsPanel, dedup, useModuleNavigation, usePermissionOptional, useModuleNavAccess, PermissionGate, ModuleActionBar, useTenantPluginSettings, SettingsGroup, ToggleRow, formatCurrency, parseViewId, EntitlementGate, UpgradePrompt, useLimitGuard, invalidateLimit, PersonLink } from '@fayz-ai/saas';
+import { Wallet, Plus, DollarSign, Landmark, CreditCard, BookOpen, Check, ChevronRight, X, CalendarDays, Paperclip, Camera, Tag, Repeat, ChevronDown, CalendarClock, RefreshCw, ArrowDownCircle, ArrowUpCircle, Sparkles, Link2, ArrowRightLeft, Receipt, Clock, ArrowLeftRight, CheckCheck, Calculator, StickyNote, Play, Square, ChevronUp, MoreVertical, Ban, LayoutList, CircleDashed, CircleAlert, CircleCheckBig, CircleEllipsis, Pencil, FileText, User, Calendar, Hash, ExternalLink, Building2, ShoppingCart, Car, Home, Utensils, Zap, Film, HeartPulse, Dumbbell, Music, ShoppingBag, CircleDollarSign, Search, Trash2, FileCheck, QrCode, Banknote, ArrowUpRight, ArrowDownRight, AlertTriangle, EyeOff, Eye } from 'lucide-react';
 import { jsx, jsxs, Fragment } from 'react/jsx-runtime';
 import { createPortal } from 'react-dom';
 import { createStore as createStore$1 } from 'zustand/vanilla';
@@ -252,6 +252,8 @@ function QuickTransactionForm({ open, onOpenChange, defaultType = "expense", def
   const { currency } = useFinancialConfig();
   const provider = useFinancialProvider();
   const createQuickTransaction = useFinancialStore((s) => s.createQuickTransaction);
+  const guardMovements = useLimitGuard("movements_month");
+  const can = usePermissionOptional();
   const [type, setType] = useState(defaultType);
   const [amount, setAmount] = useState(0);
   const [amountStr, setAmountStr] = useState("");
@@ -337,12 +339,14 @@ function QuickTransactionForm({ open, onOpenChange, defaultType = "expense", def
   }
   const canSave = amount > 0 && !saving && (type === "transfer" ? !!accountId && !!toAccountId && accountId !== toAccountId : true);
   async function handleSave() {
+    if (!can("financial", "create")) return;
     if (!canSave) {
       if (type === "transfer" && accountId && accountId === toAccountId) {
         toast.error(t2("financial.transfer.sameAccount"));
       }
       return;
     }
+    if (await guardMovements(type === "transfer" ? 2 : 1) === "blocked") return;
     setSaving(true);
     try {
       await createQuickTransaction({
@@ -357,6 +361,7 @@ function QuickTransactionForm({ open, onOpenChange, defaultType = "expense", def
         recurring: type === "transfer" ? false : recurring,
         receiptUrl: type === "transfer" ? void 0 : receiptUrl
       });
+      invalidateLimit("movements_month");
       onOpenChange(false);
     } catch {
     } finally {
@@ -645,6 +650,23 @@ var STATUS_OPTIONS = [
   { value: "overdue", labelKey: "financial.invoice.statusOverdue", color: "bg-destructive-soft text-destructive-soft-foreground", icon: CircleAlert },
   { value: "cancelled", labelKey: "financial.invoice.statusCancelled", color: "bg-muted text-muted-foreground", icon: Ban }
 ];
+var isoDate = (d) => `${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 = useTranslation();
   const opt = STATUS_OPTIONS.find((o) => o.value === status);
@@ -708,6 +730,8 @@ function useInvoiceColumns(currency) {
 }
 function InvoiceListView({ direction, onNew, onEdit }) {
   const t2 = useTranslation();
+  const can = usePermissionOptional();
+  const onNewGated = can("financial", "create") ? onNew : void 0;
   const { currency } = useFinancialConfig();
   const provider = useFinancialProvider();
   const invoices = useFinancialStore((s) => s.invoices);
@@ -720,6 +744,25 @@ function InvoiceListView({ direction, onNew, onEdit }) {
   const [costCenterId, setCostCenterId] = useState("");
   const [accounts, setAccounts] = useState([]);
   const [costCenters, setCostCenters] = useState([]);
+  const [datePreset, setDatePreset] = useState("all");
+  const [dateFrom, setDateFrom] = useState("");
+  const [dateTo, setDateTo] = useState("");
+  const dateRange = 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);
+  };
   useEffect(() => {
     let active = true;
     Promise.all([provider.getChartOfAccounts(), provider.getCostCenters()]).then(([accountRows, costCenterRows]) => {
@@ -741,9 +784,10 @@ 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);
@@ -773,7 +817,67 @@ function InvoiceListView({ direction, onNew, onEdit }) {
         subtitle: t2("financial.invoice.invoices", { count: filtered.length })
       }
     ),
-    (accounts.length > 0 || costCenters.length > 0) && /* @__PURE__ */ jsxs("div", { className: "flex flex-wrap items-end gap-3 rounded-lg border bg-muted/20 px-4 py-3", children: [
+    /* @__PURE__ */ jsxs("div", { className: "flex flex-wrap items-end gap-3 rounded-lg border bg-muted/20 px-4 py-3", children: [
+      /* @__PURE__ */ jsxs("label", { className: "flex min-w-[180px] flex-col gap-1 text-xs font-medium text-muted-foreground", children: [
+        t2("financial.invoice.filterPeriod"),
+        /* @__PURE__ */ 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__ */ jsx("option", { value: "all", children: t2("financial.invoice.filterAllPeriods") }),
+              /* @__PURE__ */ jsx("option", { value: "thisMonth", children: t2("financial.invoice.filterThisMonth") }),
+              /* @__PURE__ */ jsx("option", { value: "lastMonth", children: t2("financial.invoice.filterLastMonth") }),
+              /* @__PURE__ */ jsx("option", { value: "last30", children: t2("financial.invoice.filterLast30") }),
+              /* @__PURE__ */ jsx("option", { value: "thisYear", children: t2("financial.invoice.filterThisYear") }),
+              /* @__PURE__ */ jsx("option", { value: "custom", children: t2("financial.invoice.filterCustom") })
+            ]
+          }
+        )
+      ] }),
+      /* @__PURE__ */ jsxs("label", { className: "flex flex-col gap-1 text-xs font-medium text-muted-foreground", children: [
+        t2("financial.invoice.filterFrom"),
+        /* @__PURE__ */ 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__ */ jsxs("label", { className: "flex flex-col gap-1 text-xs font-medium text-muted-foreground", children: [
+        t2("financial.invoice.filterTo"),
+        /* @__PURE__ */ 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__ */ 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__ */ jsxs("label", { className: "flex min-w-[220px] flex-col gap-1 text-xs font-medium text-muted-foreground", children: [
         t2("financial.invoice.filterAccount"),
         /* @__PURE__ */ jsxs(
@@ -827,12 +931,12 @@ 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: 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__ */ jsxs("div", { className: "flex items-center justify-end gap-6 rounded-lg border bg-muted/30 px-5 py-3 text-sm", children: [
@@ -1172,6 +1276,8 @@ 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 = useLimitGuard("movements_month");
+  const can = usePermissionOptional();
   const hasLocations = locations.length > 0;
   const isEdit = !!editId;
   const [loaded, setLoaded] = useState(!editId);
@@ -1309,10 +1415,12 @@ function InvoiceFormView({ direction, editId, onSaved }) {
     setInstallments(inst);
   }
   async function handleSave() {
+    if (!isEdit && !can("financial", "create")) return;
     if (items.length === 0) {
       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) => ({
@@ -1354,6 +1462,7 @@ function InvoiceFormView({ direction, editId, onSaved }) {
           items: items.map(({ _id, ...rest }) => rest),
           installments: movInputs
         });
+        invalidateLimit("movements_month");
         onSaved?.(invoice.id);
       }
     } finally {
@@ -3495,7 +3604,7 @@ function CardsView() {
                 /* @__PURE__ */ jsx("span", { children: t2("financial.cards.dueOn", { day: String(card.dueDay) }) })
               ] })
             ] }),
-            /* @__PURE__ */ jsxs(
+            /* @__PURE__ */ jsx(PermissionGate, { feature: "financial", action: "create", children: /* @__PURE__ */ jsxs(
               "button",
               {
                 type: "button",
@@ -3506,7 +3615,7 @@ function CardsView() {
                   t2("financial.cards.addExpense")
                 ]
               }
-            )
+            ) })
           ] })
         ] }, card.id);
       }) })
@@ -3667,28 +3776,31 @@ function ReconciliationView() {
     ] })
   ] });
 }
+var FINANCIAL_DEFAULTS = {
+  autoInstallments: true,
+  requireDoc: false,
+  allowPartial: true,
+  requireOpening: true,
+  autoClose: false,
+  overdueAlerts: true,
+  dailySummary: false
+};
 function FinancialGeneralSettings() {
   const t2 = useTranslation();
+  const s = useTenantPluginSettings("financial", FINANCIAL_DEFAULTS);
   return /* @__PURE__ */ jsxs("div", { className: "space-y-4", children: [
     /* @__PURE__ */ jsxs(SettingsGroup, { title: t2("financial.settings.invoices"), description: t2("financial.settings.invoicesDesc"), children: [
-      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.autoInstallments"), description: t2("financial.settings.autoInstallmentsDesc"), checked: true, onChange: () => {
-      } }),
-      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.requireDoc"), description: t2("financial.settings.requireDocDesc"), checked: false, onChange: () => {
-      } }),
-      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.allowPartial"), description: t2("financial.settings.allowPartialDesc"), checked: true, onChange: () => {
-      } })
+      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.autoInstallments"), description: t2("financial.settings.autoInstallmentsDesc"), checked: s.get("autoInstallments"), onChange: (v) => s.set("autoInstallments", v) }),
+      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.requireDoc"), description: t2("financial.settings.requireDocDesc"), checked: s.get("requireDoc"), onChange: (v) => s.set("requireDoc", v) }),
+      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.allowPartial"), description: t2("financial.settings.allowPartialDesc"), checked: s.get("allowPartial"), onChange: (v) => s.set("allowPartial", v) })
     ] }),
     /* @__PURE__ */ jsxs(SettingsGroup, { title: t2("financial.settings.cashRegister"), description: t2("financial.settings.cashRegisterDesc"), children: [
-      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.requireOpening"), description: t2("financial.settings.requireOpeningDesc"), checked: true, onChange: () => {
-      } }),
-      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.autoClose"), description: t2("financial.settings.autoCloseDesc"), checked: false, onChange: () => {
-      } })
+      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.requireOpening"), description: t2("financial.settings.requireOpeningDesc"), checked: s.get("requireOpening"), onChange: (v) => s.set("requireOpening", v) }),
+      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.autoClose"), description: t2("financial.settings.autoCloseDesc"), checked: s.get("autoClose"), onChange: (v) => s.set("autoClose", v) })
     ] }),
     /* @__PURE__ */ jsxs(SettingsGroup, { title: t2("financial.settings.notifications"), description: t2("financial.settings.notificationsDesc"), children: [
-      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.overdueAlerts"), description: t2("financial.settings.overdueAlertsDesc"), checked: true, onChange: () => {
-      } }),
-      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.dailySummary"), description: t2("financial.settings.dailySummaryDesc"), checked: false, onChange: () => {
-      } })
+      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.overdueAlerts"), description: t2("financial.settings.overdueAlertsDesc"), checked: s.get("overdueAlerts"), onChange: (v) => s.set("overdueAlerts", v) }),
+      /* @__PURE__ */ jsx(ToggleRow, { label: t2("financial.settings.dailySummary"), description: t2("financial.settings.dailySummaryDesc"), checked: s.get("dailySummary"), onChange: (v) => s.set("dailySummary", v) })
     ] })
   ] });
 }
@@ -3829,6 +3941,10 @@ 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 }) {
@@ -3864,9 +3980,11 @@ function FinancialPage({ config, provider, store, registries }) {
     };
   }, [onboardingComplete, provider]);
   const t2 = useTranslation();
+  const can = usePermissionOptional();
+  const canCreate = can("financial", "create");
   const intent = parseIntent(view);
   const isSettings = view === "settings";
-  const nav = buildNav(config, view, navigate, t2);
+  const nav = useModuleNavAccess(buildNav(config, view, navigate, t2));
   const [quickAddOpen, setQuickAddOpen] = useState(false);
   const [quickAddType, setQuickAddType] = useState("expense");
   const [quickAddReceipt, setQuickAddReceipt] = useState(false);
@@ -3880,12 +3998,14 @@ 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 = useMemo(() => {
     if (config.quickAdd) return [];
+    if (!canCreate) return [];
     const actions = [];
     if (config.modules.payables) {
       actions.push({
@@ -3915,7 +4035,7 @@ function FinancialPage({ config, provider, store, registries }) {
       });
     }
     return actions;
-  }, [config.modules, config.quickAdd]);
+  }, [config.modules, config.quickAdd, canCreate, navigate, t2]);
   function handleOnboardingComplete() {
     setOnboardingComplete(true);
     try {
@@ -3959,6 +4079,11 @@ function FinancialPage({ config, provider, store, registries }) {
         return /* @__PURE__ */ jsx(SummaryView, {});
     }
   }
+  function renderGatedView() {
+    const feature = config.navFeatureMap[intent.view];
+    if (!feature) return renderView();
+    return /* @__PURE__ */ jsx(EntitlementGate, { feature, fallback: /* @__PURE__ */ jsx(UpgradePrompt, { feature }), children: renderView() });
+  }
   return /* @__PURE__ */ jsx(FinancialContextProvider, { config, provider, store, children: /* @__PURE__ */ jsxs(
     ModulePage,
     {
@@ -3973,7 +4098,8 @@ 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__ */ jsxs(
+        // Gated on the role's `create` action so read-only members don't see it.
+        /* @__PURE__ */ jsx(PermissionGate, { feature: "financial", action: "create", children: /* @__PURE__ */ jsxs(
           Button,
           {
             size: "sm",
@@ -3984,7 +4110,7 @@ function FinancialPage({ config, provider, store, registries }) {
               t2("financial.quickTx.newTransaction")
             ]
           }
-        ),
+        ) }),
         /* @__PURE__ */ jsx(
           ModuleActionBar,
           {
@@ -3995,7 +4121,7 @@ function FinancialPage({ config, provider, store, registries }) {
         )
       ] }),
       children: [
-        renderView(),
+        renderGatedView(),
         /* @__PURE__ */ jsx(
           QuickTransactionForm,
           {
@@ -5154,7 +5280,10 @@ 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 });
@@ -6391,6 +6520,16 @@ 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",
@@ -6874,6 +7013,16 @@ 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",
@@ -7343,6 +7492,15 @@ 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" },
@@ -7373,7 +7531,8 @@ function resolveConfig(options) {
     locations: options?.locations ?? [],
     entityLookups: options?.entityLookups ?? {},
     contactLookup: options?.contactLookup,
-    onBookingClick: options?.onBookingClick
+    onBookingClick: options?.onBookingClick,
+    navFeatureMap: { ...options?.navFeatureMap }
   };
 }
 function createFinancialPlugin(options) {
@@ -7401,6 +7560,70 @@ 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",
@@ -7454,6 +7677,7 @@ function createFinancialPlugin(options) {
         description: "Creates a new invoice/payable for a contact.",
         icon: "FileText",
         mode: "persist",
+        limitKey: "movements_month",
         category: "Finance",
         parameters: {
           type: "object",
@@ -7469,6 +7693,33 @@ 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",
@@ -7516,6 +7767,6 @@ function createFinancialPlugin(options) {
   };
 }
 
-export { createFinancialPlugin, createMockFinancialProvider, createSafeFinancialProvider, openQuickAdd };
+export { FINANCIAL_NAV_FEATURES, createFinancialPlugin, createMockFinancialProvider, createSafeFinancialProvider, openQuickAdd };
 //# sourceMappingURL=index.js.map
 //# sourceMappingURL=index.js.map