@hed-hog/finance 0.0.237 → 0.0.239

package/dist/finance.service.js

@@ -498,7 +498,7 @@ let FinanceService = FinanceService_1 = class FinanceService {
         return Number.isFinite(num) ? num : null;
     }
     async getData() {
-        const [payables, receivables, people, categories, costCenters, bankAccounts, tags, auditLogs,] = await Promise.all([
+        const [payablesResult, receivablesResult, peopleResult, categoriesResult, costCentersResult, bankAccountsResult, tagsResult, auditLogsResult,] = await Promise.allSettled([
             this.loadTitles('payable'),
             this.loadTitles('receivable'),
             this.loadPeople(),
@@ -508,6 +508,49 @@ let FinanceService = FinanceService_1 = class FinanceService {
             this.loadTags(),
             this.loadAuditLogs(),
         ]);
+        const payables = payablesResult.status === 'fulfilled' ? payablesResult.value : [];
+        const receivables = receivablesResult.status === 'fulfilled' ? receivablesResult.value : [];
+        const people = peopleResult.status === 'fulfilled' ? peopleResult.value : [];
+        const categories = categoriesResult.status === 'fulfilled' ? categoriesResult.value : [];
+        const costCenters = costCentersResult.status === 'fulfilled' ? costCentersResult.value : [];
+        const bankAccounts = bankAccountsResult.status === 'fulfilled' ? bankAccountsResult.value : [];
+        const tags = tagsResult.status === 'fulfilled' ? tagsResult.value : [];
+        const auditLogs = auditLogsResult.status === 'fulfilled' ? auditLogsResult.value : [];
+        if (payablesResult.status === 'rejected') {
+            this.logger.error('Failed to load finance payables', payablesResult.reason);
+        }
+        if (receivablesResult.status === 'rejected') {
+            this.logger.error('Failed to load finance receivables', receivablesResult.reason);
+        }
+        if (peopleResult.status === 'rejected') {
+            this.logger.error('Failed to load finance people', peopleResult.reason);
+        }
+        if (categoriesResult.status === 'rejected') {
+            this.logger.error('Failed to load finance categories', categoriesResult.reason);
+        }
+        if (costCentersResult.status === 'rejected') {
+            this.logger.error('Failed to load finance cost centers', costCentersResult.reason);
+        }
+        if (bankAccountsResult.status === 'rejected') {
+            this.logger.error('Failed to load finance bank accounts', bankAccountsResult.reason);
+        }
+        if (tagsResult.status === 'rejected') {
+            this.logger.error('Failed to load finance tags', tagsResult.reason);
+        }
+        if (auditLogsResult.status === 'rejected') {
+            this.logger.error('Failed to load finance audit logs', auditLogsResult.reason);
+        }
+        const aprovacoesPendentes = payables
+            .filter((title) => title.status === 'rascunho')
+            .map((title) => ({
+            id: String(title.id),
+            tituloId: String(title.id),
+            solicitante: '-',
+            valor: Number(title.valorTotal || 0),
+            politica: 'Aprovação financeira',
+            urgencia: 'media',
+            dataSolicitacao: title.criadoEm,
+        }));
         return {
             kpis: {
                 saldoCaixa: 0,
@@ -525,7 +568,7 @@ let FinanceService = FinanceService_1 = class FinanceService {
             pessoas: people,
             categorias: categories,
             centrosCusto: costCenters,
-            aprovacoesPendentes: [],
+            aprovacoesPendentes,
             agingInadimplencia: [],
             cenarios: [],
             transferencias: [],
@@ -555,9 +598,76 @@ let FinanceService = FinanceService_1 = class FinanceService {
     async createAccountsPayableTitle(data, locale, userId) {
         return this.createTitle(data, 'payable', locale, userId);
     }
+    async approveAccountsPayableTitle(id, locale, userId) {
+        return this.approveTitle(id, 'payable', locale, userId);
+    }
+    async rejectAccountsPayableTitle(id, data, locale, userId) {
+        return this.rejectTitle(id, data, 'payable', locale, userId);
+    }
+    async settleAccountsPayableInstallment(id, data, locale, userId) {
+        return this.settleTitleInstallment(id, data, 'payable', locale, userId);
+    }
+    async reverseAccountsPayableSettlement(id, settlementId, data, locale, userId) {
+        return this.reverseTitleSettlement(id, settlementId, data, 'payable', locale, userId);
+    }
     async createAccountsReceivableTitle(data, locale, userId) {
         return this.createTitle(data, 'receivable', locale, userId);
     }
+    async approveAccountsReceivableTitle(id, locale, userId) {
+        return this.approveTitle(id, 'receivable', locale, userId);
+    }
+    async settleAccountsReceivableInstallment(id, data, locale, userId) {
+        return this.settleTitleInstallment(id, data, 'receivable', locale, userId);
+    }
+    async reverseAccountsReceivableSettlement(id, settlementId, data, locale, userId) {
+        return this.reverseTitleSettlement(id, settlementId, data, 'receivable', locale, userId);
+    }
+    async createTag(data) {
+        const slug = this.normalizeTagSlug(data.name);
+        if (!slug) {
+            throw new common_1.BadRequestException('Tag name is required');
+        }
+        const existingTag = await this.prisma.tag.findFirst({
+            where: {
+                slug,
+            },
+            select: {
+                id: true,
+                slug: true,
+                color: true,
+            },
+        });
+        if (existingTag) {
+            return {
+                id: String(existingTag.id),
+                nome: existingTag.slug,
+                cor: existingTag.color,
+            };
+        }
+        const createdTag = await this.prisma.tag.create({
+            data: {
+                slug,
+                color: data.color || '#000000',
+                status: 'active',
+            },
+            select: {
+                id: true,
+                slug: true,
+                color: true,
+            },
+        });
+        return {
+            id: String(createdTag.id),
+            nome: createdTag.slug,
+            cor: createdTag.color,
+        };
+    }
+    async updateAccountsPayableInstallmentTags(id, tagIds, locale) {
+        return this.updateTitleTags(id, 'payable', tagIds, locale);
+    }
+    async updateAccountsReceivableInstallmentTags(id, tagIds, locale) {
+        return this.updateTitleTags(id, 'receivable', tagIds, locale);
+    }
     async listBankAccounts() {
         const bankAccounts = await this.prisma.bank_account.findMany({
             include: {
@@ -1046,85 +1156,583 @@ let FinanceService = FinanceService_1 = class FinanceService {
         return title;
     }
     async createTitle(data, titleType, locale, userId) {
-        const person = await this.prisma.person.findUnique({
-            where: { id: data.person_id },
-            select: { id: true },
-        });
-        if (!person) {
-            throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('personNotFound', locale, 'Person not found'));
-        }
-        if (data.finance_category_id) {
-            const category = await this.prisma.finance_category.findUnique({
-                where: { id: data.finance_category_id },
+        const installments = this.normalizeAndValidateInstallments(data, locale);
+        const createdTitleId = await this.prisma.$transaction(async (tx) => {
+            const person = await tx.person.findUnique({
+                where: { id: data.person_id },
                 select: { id: true },
             });
-            if (!category) {
-                throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('categoryNotFound', locale, 'Category not found'));
+            if (!person) {
+                throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('personNotFound', locale, 'Person not found'));
             }
-        }
-        if (data.cost_center_id) {
-            const costCenter = await this.prisma.cost_center.findUnique({
-                where: { id: data.cost_center_id },
-                select: { id: true },
+            if (data.finance_category_id) {
+                const category = await tx.finance_category.findUnique({
+                    where: { id: data.finance_category_id },
+                    select: { id: true },
+                });
+                if (!category) {
+                    throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('categoryNotFound', locale, 'Category not found'));
+                }
+            }
+            if (data.cost_center_id) {
+                const costCenter = await tx.cost_center.findUnique({
+                    where: { id: data.cost_center_id },
+                    select: { id: true },
+                });
+                if (!costCenter) {
+                    throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('costCenterNotFound', locale, 'Cost center not found'));
+                }
+            }
+            const attachmentFileIds = [
+                ...new Set((data.attachment_file_ids || []).filter((fileId) => fileId > 0)),
+            ];
+            if (attachmentFileIds.length > 0) {
+                const existingFiles = await tx.file.findMany({
+                    where: {
+                        id: { in: attachmentFileIds },
+                    },
+                    select: {
+                        id: true,
+                    },
+                });
+                const existingFileIds = new Set(existingFiles.map((file) => file.id));
+                const invalidFileIds = attachmentFileIds.filter((fileId) => !existingFileIds.has(fileId));
+                if (invalidFileIds.length > 0) {
+                    throw new common_1.BadRequestException(`Invalid attachment file IDs: ${invalidFileIds.join(', ')}`);
+                }
+            }
+            await this.assertDateNotInClosedPeriod(tx, data.competence_date
+                ? new Date(data.competence_date)
+                : new Date(installments[0].due_date), 'create title');
+            const title = await tx.financial_title.create({
+                data: {
+                    person_id: data.person_id,
+                    title_type: titleType,
+                    status: 'draft',
+                    document_number: data.document_number,
+                    description: data.description,
+                    competence_date: data.competence_date
+                        ? new Date(data.competence_date)
+                        : null,
+                    issue_date: data.issue_date ? new Date(data.issue_date) : null,
+                    total_amount_cents: this.toCents(data.total_amount),
+                    finance_category_id: data.finance_category_id,
+                    created_by_user_id: userId,
+                },
             });
-            if (!costCenter) {
-                throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('costCenterNotFound', locale, 'Cost center not found'));
+            if (attachmentFileIds.length > 0) {
+                await tx.financial_title_attachment.createMany({
+                    data: attachmentFileIds.map((fileId) => ({
+                        title_id: title.id,
+                        file_id: fileId,
+                        uploaded_by_user_id: userId,
+                    })),
+                });
             }
-        }
-        const installments = data.installments && data.installments.length > 0
+            for (let index = 0; index < installments.length; index++) {
+                const installment = installments[index];
+                const amountCents = installment.amount_cents;
+                const createdInstallment = await tx.financial_installment.create({
+                    data: {
+                        title_id: title.id,
+                        installment_number: installment.installment_number,
+                        competence_date: data.competence_date
+                            ? new Date(data.competence_date)
+                            : new Date(installment.due_date),
+                        due_date: new Date(installment.due_date),
+                        amount_cents: amountCents,
+                        open_amount_cents: amountCents,
+                        status: this.resolveInstallmentStatus(amountCents, amountCents, new Date(installment.due_date)),
+                        notes: data.description,
+                    },
+                });
+                if (data.cost_center_id) {
+                    await tx.installment_allocation.create({
+                        data: {
+                            installment_id: createdInstallment.id,
+                            cost_center_id: data.cost_center_id,
+                            allocated_amount_cents: amountCents,
+                        },
+                    });
+                }
+            }
+            await this.createAuditLog(tx, {
+                action: 'CREATE_TITLE',
+                entityTable: 'financial_title',
+                entityId: String(title.id),
+                actorUserId: userId,
+                summary: `Created ${titleType} title ${title.id} in draft`,
+                afterData: JSON.stringify({
+                    status: 'draft',
+                    total_amount_cents: this.toCents(data.total_amount),
+                }),
+            });
+            return title.id;
+        });
+        const createdTitle = await this.getTitleById(createdTitleId, titleType, locale);
+        return this.mapTitleToFront(createdTitle, data.payment_channel);
+    }
+    normalizeAndValidateInstallments(data, locale) {
+        const fallbackDueDate = data.due_date;
+        const totalAmountCents = this.toCents(data.total_amount);
+        const sourceInstallments = data.installments && data.installments.length > 0
             ? data.installments
             : [
                 {
                     installment_number: 1,
-                    due_date: data.due_date,
+                    due_date: fallbackDueDate,
                     amount: data.total_amount,
                 },
             ];
-        const title = await this.prisma.financial_title.create({
-            data: {
-                person_id: data.person_id,
-                title_type: titleType,
-                status: 'open',
-                document_number: data.document_number,
-                description: data.description,
-                competence_date: data.competence_date
-                    ? new Date(data.competence_date)
-                    : null,
-                issue_date: data.issue_date ? new Date(data.issue_date) : null,
-                total_amount_cents: this.toCents(data.total_amount),
-                finance_category_id: data.finance_category_id,
-                created_by_user_id: userId,
-            },
-        });
-        for (let index = 0; index < installments.length; index++) {
-            const installment = installments[index];
+        const normalizedInstallments = sourceInstallments.map((installment, index) => {
+            const installmentDueDate = installment.due_date || fallbackDueDate;
+            if (!installmentDueDate) {
+                throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('installmentDueDateRequired', locale, 'Installment due date is required'));
+            }
             const amountCents = this.toCents(installment.amount);
-            const createdInstallment = await this.prisma.financial_installment.create({
+            if (amountCents <= 0) {
+                throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('installmentAmountInvalid', locale, 'Installment amount must be greater than zero'));
+            }
+            return {
+                installment_number: installment.installment_number || index + 1,
+                due_date: installmentDueDate,
+                amount_cents: amountCents,
+            };
+        });
+        const installmentsTotalCents = normalizedInstallments.reduce((acc, installment) => acc + installment.amount_cents, 0);
+        if (installmentsTotalCents !== totalAmountCents) {
+            throw new common_1.BadRequestException((0, api_locale_1.getLocaleText)('installmentsTotalMismatch', locale, 'Installments total must be equal to title total amount'));
+        }
+        return normalizedInstallments;
+    }
+    async approveTitle(titleId, titleType, locale, userId) {
+        const updatedTitle = await this.prisma.$transaction(async (tx) => {
+            const title = await tx.financial_title.findFirst({
+                where: {
+                    id: titleId,
+                    title_type: titleType,
+                },
+                select: {
+                    id: true,
+                    status: true,
+                    competence_date: true,
+                },
+            });
+            if (!title) {
+                throw new common_1.NotFoundException((0, api_locale_1.getLocaleText)('itemNotFound', locale, `Financial title with ID ${titleId} not found`).replace('{{item}}', 'Financial title'));
+            }
+            await this.assertDateNotInClosedPeriod(tx, title.competence_date, 'approve title');
+            if (title.status !== 'draft') {
+                throw new common_1.BadRequestException('Only draft titles can be approved');
+            }
+            await tx.financial_title.update({
+                where: { id: title.id },
                 data: {
+                    status: 'approved',
+                },
+            });
+            await this.createAuditLog(tx, {
+                action: 'APPROVE_TITLE',
+                entityTable: 'financial_title',
+                entityId: String(title.id),
+                actorUserId: userId,
+                summary: `Approved ${titleType} title ${title.id}`,
+                beforeData: JSON.stringify({ status: title.status }),
+                afterData: JSON.stringify({ status: 'approved' }),
+            });
+            return tx.financial_title.findFirst({
+                where: {
+                    id: title.id,
+                    title_type: titleType,
+                },
+                include: this.defaultTitleInclude(),
+            });
+        });
+        if (!updatedTitle) {
+            throw new common_1.NotFoundException('Financial title not found');
+        }
+        return this.mapTitleToFront(updatedTitle);
+    }
+    async rejectTitle(titleId, data, titleType, locale, userId) {
+        const updatedTitle = await this.prisma.$transaction(async (tx) => {
+            const title = await tx.financial_title.findFirst({
+                where: {
+                    id: titleId,
+                    title_type: titleType,
+                },
+                select: {
+                    id: true,
+                    status: true,
+                    competence_date: true,
+                },
+            });
+            if (!title) {
+                throw new common_1.NotFoundException((0, api_locale_1.getLocaleText)('itemNotFound', locale, `Financial title with ID ${titleId} not found`).replace('{{item}}', 'Financial title'));
+            }
+            await this.assertDateNotInClosedPeriod(tx, title.competence_date, 'reject title');
+            if (title.status !== 'draft') {
+                throw new common_1.BadRequestException('Only draft titles can be rejected');
+            }
+            await tx.financial_title.update({
+                where: { id: title.id },
+                data: {
+                    status: 'canceled',
+                },
+            });
+            await this.createAuditLog(tx, {
+                action: 'REJECT_TITLE',
+                entityTable: 'financial_title',
+                entityId: String(title.id),
+                actorUserId: userId,
+                summary: `Rejected ${titleType} title ${title.id}`,
+                beforeData: JSON.stringify({ status: title.status }),
+                afterData: JSON.stringify({
+                    status: 'canceled',
+                    reason: (data === null || data === void 0 ? void 0 : data.reason) || null,
+                }),
+            });
+            return tx.financial_title.findFirst({
+                where: {
+                    id: title.id,
+                    title_type: titleType,
+                },
+                include: this.defaultTitleInclude(),
+            });
+        });
+        if (!updatedTitle) {
+            throw new common_1.NotFoundException('Financial title not found');
+        }
+        return this.mapTitleToFront(updatedTitle);
+    }
+    async settleTitleInstallment(titleId, data, titleType, locale, userId) {
+        const amountCents = this.toCents(data.amount);
+        if (amountCents <= 0) {
+            throw new common_1.BadRequestException('Settlement amount must be greater than zero');
+        }
+        const settledAt = data.settled_at ? new Date(data.settled_at) : new Date();
+        if (Number.isNaN(settledAt.getTime())) {
+            throw new common_1.BadRequestException('Invalid settlement date');
+        }
+        const result = await this.prisma.$transaction(async (tx) => {
+            var _a;
+            const title = await tx.financial_title.findFirst({
+                where: {
+                    id: titleId,
+                    title_type: titleType,
+                },
+                select: {
+                    id: true,
+                    person_id: true,
+                    status: true,
+                    competence_date: true,
+                },
+            });
+            if (!title) {
+                throw new common_1.NotFoundException((0, api_locale_1.getLocaleText)('itemNotFound', locale, `Financial title with ID ${titleId} not found`).replace('{{item}}', 'Financial title'));
+            }
+            if (!['approved', 'open', 'partial'].includes(title.status)) {
+                throw new common_1.BadRequestException('Only approved/open/partial titles can be settled');
+            }
+            await this.assertDateNotInClosedPeriod(tx, title.competence_date, 'settle installment');
+            const installment = await tx.financial_installment.findFirst({
+                where: {
+                    id: data.installment_id,
                     title_id: title.id,
-                    installment_number: installment.installment_number || index + 1,
-                    competence_date: data.competence_date
-                        ? new Date(data.competence_date)
-                        : new Date(installment.due_date),
-                    due_date: new Date(installment.due_date),
+                },
+                select: {
+                    id: true,
+                    title_id: true,
+                    amount_cents: true,
+                    open_amount_cents: true,
+                    due_date: true,
+                    status: true,
+                },
+            });
+            if (!installment) {
+                throw new common_1.BadRequestException('Installment not found for this title');
+            }
+            if (installment.status === 'settled' || installment.status === 'canceled') {
+                throw new common_1.BadRequestException('This installment cannot be settled');
+            }
+            if (amountCents > installment.open_amount_cents) {
+                throw new common_1.BadRequestException('Settlement amount exceeds open amount');
+            }
+            const paymentMethodId = await this.resolvePaymentMethodId(tx, data.payment_channel);
+            const settlement = await tx.settlement.create({
+                data: {
+                    person_id: title.person_id,
+                    bank_account_id: data.bank_account_id || null,
+                    payment_method_id: paymentMethodId,
+                    settlement_type: titleType,
+                    status: 'confirmed',
+                    settled_at: settledAt,
                     amount_cents: amountCents,
-                    open_amount_cents: amountCents,
-                    status: 'open',
-                    notes: data.description,
+                    description: ((_a = data.description) === null || _a === void 0 ? void 0 : _a.trim()) || null,
+                    created_by_user_id: userId,
                 },
             });
-            if (data.cost_center_id) {
-                await this.prisma.installment_allocation.create({
+            await tx.settlement_allocation.create({
+                data: {
+                    settlement_id: settlement.id,
+                    installment_id: installment.id,
+                    allocated_amount_cents: amountCents,
+                    discount_cents: this.toCents(data.discount || 0),
+                    interest_cents: this.toCents(data.interest || 0),
+                    penalty_cents: this.toCents(data.penalty || 0),
+                },
+            });
+            const decrementResult = await tx.financial_installment.updateMany({
+                where: {
+                    id: installment.id,
+                    open_amount_cents: {
+                        gte: amountCents,
+                    },
+                },
+                data: {
+                    open_amount_cents: {
+                        decrement: amountCents,
+                    },
+                },
+            });
+            if (decrementResult.count !== 1) {
+                throw new common_1.BadRequestException('Installment was updated concurrently, please try again');
+            }
+            const updatedInstallment = await tx.financial_installment.findUnique({
+                where: {
+                    id: installment.id,
+                },
+                select: {
+                    id: true,
+                    amount_cents: true,
+                    open_amount_cents: true,
+                    due_date: true,
+                    status: true,
+                },
+            });
+            if (!updatedInstallment) {
+                throw new common_1.NotFoundException('Installment not found');
+            }
+            const nextInstallmentStatus = this.resolveInstallmentStatus(updatedInstallment.amount_cents, updatedInstallment.open_amount_cents, updatedInstallment.due_date);
+            if (updatedInstallment.status !== nextInstallmentStatus) {
+                await tx.financial_installment.update({
+                    where: {
+                        id: updatedInstallment.id,
+                    },
                     data: {
-                        installment_id: createdInstallment.id,
-                        cost_center_id: data.cost_center_id,
-                        allocated_amount_cents: amountCents,
+                        status: nextInstallmentStatus,
                     },
                 });
             }
+            const previousTitleStatus = title.status;
+            const nextTitleStatus = await this.recalculateTitleStatus(tx, title.id);
+            await this.createAuditLog(tx, {
+                action: 'SETTLE_INSTALLMENT',
+                entityTable: 'financial_title',
+                entityId: String(title.id),
+                actorUserId: userId,
+                summary: `Settled installment ${installment.id} of title ${title.id}`,
+                beforeData: JSON.stringify({
+                    title_status: previousTitleStatus,
+                    installment_open_amount_cents: installment.open_amount_cents,
+                }),
+                afterData: JSON.stringify({
+                    title_status: nextTitleStatus,
+                    installment_open_amount_cents: updatedInstallment.open_amount_cents,
+                    settlement_id: settlement.id,
+                }),
+            });
+            const updatedTitle = await tx.financial_title.findFirst({
+                where: {
+                    id: title.id,
+                    title_type: titleType,
+                },
+                include: this.defaultTitleInclude(),
+            });
+            if (!updatedTitle) {
+                throw new common_1.NotFoundException('Financial title not found');
+            }
+            return {
+                title: updatedTitle,
+                settlementId: settlement.id,
+            };
+        });
+        return Object.assign(Object.assign({}, this.mapTitleToFront(result.title)), { settlementId: String(result.settlementId) });
+    }
+    async reverseTitleSettlement(titleId, settlementId, data, titleType, locale, userId) {
+        const updatedTitle = await this.prisma.$transaction(async (tx) => {
+            const title = await tx.financial_title.findFirst({
+                where: {
+                    id: titleId,
+                    title_type: titleType,
+                },
+                select: {
+                    id: true,
+                    status: true,
+                    competence_date: true,
+                },
+            });
+            if (!title) {
+                throw new common_1.NotFoundException((0, api_locale_1.getLocaleText)('itemNotFound', locale, `Financial title with ID ${titleId} not found`).replace('{{item}}', 'Financial title'));
+            }
+            await this.assertDateNotInClosedPeriod(tx, title.competence_date, 'reverse settlement');
+            const settlement = await tx.settlement.findFirst({
+                where: {
+                    id: settlementId,
+                    settlement_type: titleType,
+                    settlement_allocation: {
+                        some: {
+                            financial_installment: {
+                                title_id: title.id,
+                            },
+                        },
+                    },
+                },
+                include: {
+                    settlement_allocation: {
+                        include: {
+                            financial_installment: {
+                                select: {
+                                    id: true,
+                                    amount_cents: true,
+                                    open_amount_cents: true,
+                                    due_date: true,
+                                    status: true,
+                                },
+                            },
+                        },
+                    },
+                },
+            });
+            if (!settlement) {
+                throw new common_1.NotFoundException('Settlement not found for this title');
+            }
+            if (settlement.status === 'reversed') {
+                throw new common_1.BadRequestException('This settlement is already reversed');
+            }
+            for (const allocation of settlement.settlement_allocation) {
+                const installment = allocation.financial_installment;
+                if (!installment) {
+                    continue;
+                }
+                const nextOpenAmountCents = installment.open_amount_cents + allocation.allocated_amount_cents;
+                if (nextOpenAmountCents > installment.amount_cents) {
+                    throw new common_1.BadRequestException(`Reverse would exceed installment amount for installment ${installment.id}`);
+                }
+                const nextInstallmentStatus = this.resolveInstallmentStatus(installment.amount_cents, nextOpenAmountCents, installment.due_date);
+                await tx.financial_installment.update({
+                    where: {
+                        id: installment.id,
+                    },
+                    data: {
+                        open_amount_cents: nextOpenAmountCents,
+                        status: nextInstallmentStatus,
+                    },
+                });
+            }
+            await tx.settlement.update({
+                where: {
+                    id: settlement.id,
+                },
+                data: {
+                    status: 'reversed',
+                    description: [
+                        settlement.description,
+                        data.reason ? `Reversed: ${data.reason.trim()}` : 'Reversed',
+                    ]
+                        .filter(Boolean)
+                        .join(' | '),
+                },
+            });
+            const previousTitleStatus = title.status;
+            const nextTitleStatus = await this.recalculateTitleStatus(tx, title.id);
+            await this.createAuditLog(tx, {
+                action: 'REVERSE_SETTLEMENT',
+                entityTable: 'financial_title',
+                entityId: String(title.id),
+                actorUserId: userId,
+                summary: `Reversed settlement ${settlement.id} from title ${title.id}`,
+                beforeData: JSON.stringify({
+                    title_status: previousTitleStatus,
+                    settlement_status: settlement.status,
+                }),
+                afterData: JSON.stringify({
+                    title_status: nextTitleStatus,
+                    settlement_status: 'reversed',
+                }),
+            });
+            return tx.financial_title.findFirst({
+                where: {
+                    id: title.id,
+                    title_type: titleType,
+                },
+                include: this.defaultTitleInclude(),
+            });
+        });
+        if (!updatedTitle) {
+            throw new common_1.NotFoundException('Financial title not found');
         }
-        const createdTitle = await this.getTitleById(title.id, titleType, locale);
-        return this.mapTitleToFront(createdTitle, data.payment_channel);
+        return this.mapTitleToFront(updatedTitle);
+    }
+    async updateTitleTags(titleId, titleType, tagIds, locale) {
+        const title = await this.getTitleById(titleId, titleType, locale);
+        const installmentIds = (title.financial_installment || []).map((installment) => installment.id);
+        if (installmentIds.length === 0) {
+            throw new common_1.BadRequestException('Financial title has no installments');
+        }
+        const normalizedTagIds = [
+            ...new Set((tagIds || [])
+                .map((tagId) => Number(tagId))
+                .filter((tagId) => Number.isInteger(tagId) && tagId > 0)),
+        ];
+        if (normalizedTagIds.length > 0) {
+            const existingTags = await this.prisma.tag.findMany({
+                where: {
+                    id: {
+                        in: normalizedTagIds,
+                    },
+                },
+                select: {
+                    id: true,
+                },
+            });
+            const existingTagIds = new Set(existingTags.map((tag) => tag.id));
+            const invalidTagIds = normalizedTagIds.filter((tagId) => !existingTagIds.has(tagId));
+            if (invalidTagIds.length > 0) {
+                throw new common_1.BadRequestException(`Invalid tag IDs: ${invalidTagIds.join(', ')}`);
+            }
+        }
+        await this.prisma.$transaction(async (tx) => {
+            if (normalizedTagIds.length === 0) {
+                await tx.financial_installment_tag.deleteMany({
+                    where: {
+                        installment_id: {
+                            in: installmentIds,
+                        },
+                    },
+                });
+                return;
+            }
+            await tx.financial_installment_tag.deleteMany({
+                where: {
+                    installment_id: {
+                        in: installmentIds,
+                    },
+                    tag_id: {
+                        notIn: normalizedTagIds,
+                    },
+                },
+            });
+            const newRelations = installmentIds.flatMap((installmentId) => normalizedTagIds.map((tagId) => ({
+                installment_id: installmentId,
+                tag_id: tagId,
+            })));
+            await tx.financial_installment_tag.createMany({
+                data: newRelations,
+                skipDuplicates: true,
+            });
+        });
+        const updatedTitle = await this.getTitleById(titleId, titleType, locale);
+        return this.mapTitleToFront(updatedTitle);
     }
     async loadTitles(type) {
         const titles = await this.prisma.financial_title.findMany({
@@ -1213,6 +1821,124 @@ let FinanceService = FinanceService_1 = class FinanceService {
             data: log.created_at.toISOString(),
         }));
     }
+    async resolvePaymentMethodId(tx, paymentChannel) {
+        const paymentType = this.mapPaymentMethodFromPt(paymentChannel);
+        if (!paymentType) {
+            return null;
+        }
+        const paymentMethod = await tx.payment_method.findFirst({
+            where: {
+                type: paymentType,
+                status: 'active',
+            },
+            select: {
+                id: true,
+            },
+        });
+        return (paymentMethod === null || paymentMethod === void 0 ? void 0 : paymentMethod.id) || null;
+    }
+    async assertDateNotInClosedPeriod(tx, competenceDate, operation) {
+        if (!competenceDate) {
+            return;
+        }
+        const closedPeriod = await tx.period_close.findFirst({
+            where: {
+                status: 'closed',
+                period_start: {
+                    lte: competenceDate,
+                },
+                period_end: {
+                    gte: competenceDate,
+                },
+            },
+            select: {
+                id: true,
+            },
+        });
+        if (closedPeriod) {
+            throw new common_1.BadRequestException(`Cannot ${operation}: competence is in a closed period`);
+        }
+    }
+    resolveInstallmentStatus(amountCents, openAmountCents, dueDate, currentStatus) {
+        if (currentStatus === 'canceled') {
+            return 'canceled';
+        }
+        if (openAmountCents <= 0) {
+            return 'settled';
+        }
+        if (openAmountCents < amountCents) {
+            return 'partial';
+        }
+        const today = new Date();
+        today.setHours(0, 0, 0, 0);
+        const dueDateOnly = new Date(dueDate);
+        dueDateOnly.setHours(0, 0, 0, 0);
+        if (dueDateOnly < today) {
+            return 'overdue';
+        }
+        return 'open';
+    }
+    deriveTitleStatusFromInstallments(installments) {
+        if (installments.length === 0) {
+            return 'open';
+        }
+        const effectiveStatuses = installments.map((installment) => this.resolveInstallmentStatus(installment.amount_cents, installment.open_amount_cents, installment.due_date, installment.status));
+        if (effectiveStatuses.every((status) => status === 'settled')) {
+            return 'settled';
+        }
+        const hasPayment = installments.some((installment) => installment.open_amount_cents < installment.amount_cents);
+        if (hasPayment) {
+            return 'partial';
+        }
+        return 'open';
+    }
+    async recalculateTitleStatus(tx, titleId) {
+        const title = await tx.financial_title.findUnique({
+            where: {
+                id: titleId,
+            },
+            select: {
+                id: true,
+                status: true,
+                financial_installment: {
+                    select: {
+                        amount_cents: true,
+                        open_amount_cents: true,
+                        due_date: true,
+                        status: true,
+                    },
+                },
+            },
+        });
+        if (!title) {
+            throw new common_1.NotFoundException('Financial title not found');
+        }
+        const nextStatus = this.deriveTitleStatusFromInstallments(title.financial_installment);
+        if (title.status !== nextStatus) {
+            await tx.financial_title.update({
+                where: {
+                    id: title.id,
+                },
+                data: {
+                    status: nextStatus,
+                },
+            });
+        }
+        return nextStatus;
+    }
+    async createAuditLog(tx, data) {
+        await tx.audit_log.create({
+            data: {
+                actor_user_id: data.actorUserId || null,
+                action: data.action,
+                entity_table: data.entityTable,
+                entity_id: data.entityId,
+                summary: data.summary || null,
+                before_data: data.beforeData || null,
+                after_data: data.afterData || null,
+            },
+        });
+    }
     mapTitleToFront(title, paymentChannelOverride) {
         var _a;
         const allocations = title.financial_installment.flatMap((installment) => installment.installment_allocation);
@@ -1233,28 +1959,40 @@ let FinanceService = FinanceService_1 = class FinanceService {
                 numero: installment.installment_number,
                 vencimento: installment.due_date.toISOString(),
                 valor: this.fromCents(installment.amount_cents),
-                status: this.mapStatusToPt(installment.status),
+                valorAberto: this.fromCents(installment.open_amount_cents),
+                status: this.mapStatusToPt(this.resolveInstallmentStatus(installment.amount_cents, installment.open_amount_cents, installment.due_date, installment.status)),
                 metodoPagamento: this.mapPaymentMethodToPt((_c = (_b = (_a = installment.settlement_allocation[0]) === null || _a === void 0 ? void 0 : _a.settlement) === null || _b === void 0 ? void 0 : _b.payment_method) === null || _c === void 0 ? void 0 : _c.type) || paymentChannelOverride || 'transferencia',
                 liquidacoes: installment.settlement_allocation.map((allocation) => {
-                    var _a, _b, _c, _d, _e;
+                    var _a, _b, _c, _d, _e, _f, _g;
                     return ({
                         id: String(allocation.id),
-                        data: (_b = (_a = allocation.settlement) === null || _a === void 0 ? void 0 : _a.settled_at) === null || _b === void 0 ? void 0 : _b.toISOString(),
+                        settlementId: ((_a = allocation.settlement) === null || _a === void 0 ? void 0 : _a.id)
+                            ? String(allocation.settlement.id)
+                            : null,
+                        data: (_c = (_b = allocation.settlement) === null || _b === void 0 ? void 0 : _b.settled_at) === null || _c === void 0 ? void 0 : _c.toISOString(),
                         valor: this.fromCents(allocation.allocated_amount_cents),
                         juros: this.fromCents(allocation.interest_cents || 0),
                         desconto: this.fromCents(allocation.discount_cents || 0),
                         multa: this.fromCents(allocation.penalty_cents || 0),
-                        contaBancariaId: ((_c = allocation.settlement) === null || _c === void 0 ? void 0 : _c.bank_account_id)
+                        contaBancariaId: ((_d = allocation.settlement) === null || _d === void 0 ? void 0 : _d.bank_account_id)
                             ? String(allocation.settlement.bank_account_id)
                             : null,
-                        metodo: this.mapPaymentMethodToPt((_e = (_d = allocation.settlement) === null || _d === void 0 ? void 0 : _d.payment_method) === null || _e === void 0 ? void 0 : _e.type) || 'transferencia',
+                        status: ((_e = allocation.settlement) === null || _e === void 0 ? void 0 : _e.status) || null,
+                        metodo: this.mapPaymentMethodToPt((_g = (_f = allocation.settlement) === null || _f === void 0 ? void 0 : _f.payment_method) === null || _g === void 0 ? void 0 : _g.type) || 'transferencia',
                     });
                 }),
             });
         });
+        const attachmentDetails = title.financial_title_attachment.map((attachment) => {
+            var _a, _b;
+            return ({
+                id: String(attachment.file_id),
+                nome: ((_a = attachment.file) === null || _a === void 0 ? void 0 : _a.filename) || ((_b = attachment.file) === null || _b === void 0 ? void 0 : _b.path),
+            });
+        });
         return Object.assign({ id: String(title.id), documento: title.document_number || `TIT-${title.id}`, descricao: title.description || '', competencia: title.competence_date
                 ? title.competence_date.toISOString().slice(0, 7)
-                : '', valorTotal: this.fromCents(title.total_amount_cents), status: this.mapStatusToPt(title.status), criadoEm: title.created_at.toISOString(), categoriaId: title.finance_category_id ? String(title.finance_category_id) : null, centroCustoId: firstCostCenter ? String(firstCostCenter) : null, anexos: title.financial_title_attachment.map((attachment) => { var _a, _b; return ((_a = attachment.file) === null || _a === void 0 ? void 0 : _a.filename) || ((_b = attachment.file) === null || _b === void 0 ? void 0 : _b.path); }), tags, parcelas: mappedInstallments, canal: this.mapPaymentMethodToPt(channelFromSettlement) ||
+                : '', valorTotal: this.fromCents(title.total_amount_cents), status: this.mapStatusToPt(title.status), criadoEm: title.created_at.toISOString(), categoriaId: title.finance_category_id ? String(title.finance_category_id) : null, centroCustoId: firstCostCenter ? String(firstCostCenter) : null, anexos: attachmentDetails.map((attachment) => attachment.nome), anexosDetalhes: attachmentDetails, tags, parcelas: mappedInstallments, canal: this.mapPaymentMethodToPt(channelFromSettlement) ||
                 paymentChannelOverride ||
                 'transferencia' }, (title.title_type === 'payable'
             ? { fornecedorId: String(title.person_id) }
@@ -1300,6 +2038,18 @@ let FinanceService = FinanceService_1 = class FinanceService {
         };
         return statusMap[status] || 'aberto';
     }
+    normalizeTagSlug(value) {
+        if (!value) {
+            return '';
+        }
+        return value
+            .normalize('NFD')
+            .replace(/[\u0300-\u036f]/g, '')
+            .toLowerCase()
+            .trim()
+            .replace(/[^a-z0-9]+/g, '-')
+            .replace(/(^-|-$)+/g, '');
+    }
     mapStatusFromPt(status) {
         if (!status || status === 'all') {
             return undefined;
@@ -1327,6 +2077,27 @@ let FinanceService = FinanceService_1 = class FinanceService {
         };
         return paymentMethodMap[paymentMethodType] || undefined;
     }
+    mapPaymentMethodFromPt(paymentMethodType) {
+        if (!paymentMethodType) {
+            return undefined;
+        }
+        const paymentMethodMap = {
+            boleto: 'boleto',
+            pix: 'pix',
+            transferencia: 'ted',
+            transferência: 'ted',
+            ted: 'ted',
+            doc: 'doc',
+            cartao: 'card',
+            cartão: 'card',
+            dinheiro: 'cash',
+            cheque: 'other',
+            cash: 'cash',
+            card: 'card',
+            other: 'other',
+        };
+        return paymentMethodMap[(paymentMethodType || '').toLowerCase()];
+    }
     mapAccountTypeToPt(accountType) {
         const accountTypeMap = {
             checking: 'corrente',