@hed-hog/finance 0.0.239 → 0.0.240

package/hedhog/frontend/app/accounts-receivable/installments/[id]/page.tsx.ejs

@@ -378,7 +378,7 @@ export default function TituloReceberDetalhePage() {
   };
 
   const canApprove = titulo.status === 'rascunho';
-  const canSettle = ['aprovado', 'aberto', 'parcial'].includes(titulo.status);
+  const canSettle = ['aberto', 'parcial'].includes(titulo.status);
 
   const getErrorMessage = (error: any, fallback: string) => {
     const message = error?.response?.data?.message;

package/hedhog/frontend/app/accounts-receivable/installments/page.tsx.ejs

@@ -1252,9 +1252,7 @@ export default function TitulosReceberPage() {
                         <DropdownMenuSeparator />
                         <DropdownMenuItem
                           disabled={
-                            !['aprovado', 'aberto', 'parcial'].includes(
-                              titulo.status
-                            )
+                            !['aberto', 'parcial'].includes(titulo.status)
                           }
                         >
                           <Download className="mr-2 h-4 w-4" />

package/hedhog/frontend/app/cash-and-banks/statements/page.tsx.ejs

@@ -9,18 +9,16 @@ import {
   CardHeader,
   CardTitle,
 } from '@/components/ui/card';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@/components/ui/dialog';
 import { FilterBar } from '@/components/ui/filter-bar';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@/components/ui/form';
 import { Input } from '@/components/ui/input';
-import { Label } from '@/components/ui/label';
 import { Money } from '@/components/ui/money';
 import {
   Select,
@@ -29,6 +27,13 @@ import {
   SelectTrigger,
   SelectValue,
 } from '@/components/ui/select';
+import {
+  Sheet,
+  SheetContent,
+  SheetDescription,
+  SheetHeader,
+  SheetTitle,
+} from '@/components/ui/sheet';
 import { StatusBadge } from '@/components/ui/status-badge';
 import {
   Table,
@@ -39,10 +44,13 @@ import {
   TableRow,
 } from '@/components/ui/table';
 import { useApp, useQuery } from '@hed-hog/next-app-provider';
+import { zodResolver } from '@hookform/resolvers/zod';
 import { ArrowDownRight, ArrowUpRight, Download, Upload } from 'lucide-react';
 import { useTranslations } from 'next-intl';
 import { usePathname, useRouter, useSearchParams } from 'next/navigation';
 import { useEffect, useMemo, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
 import { formatarData } from '../../_lib/formatters';
 
 type BankAccount = {
@@ -67,64 +75,162 @@ type Statement = {
     | 'ajustado';
 };
 
-function ImportarExtratoDialog({
+const importStatementSchema = z.object({
+  bankAccountId: z.string().trim().min(1, 'Conta bancária é obrigatória'),
+  file: z.instanceof(File, { message: 'Arquivo é obrigatório' }).refine(
+    (value) => {
+      const fileName = value.name.toLowerCase();
+      return fileName.endsWith('.csv') || fileName.endsWith('.ofx');
+    },
+    { message: 'Apenas arquivos CSV ou OFX são permitidos' }
+  ),
+});
+
+type ImportStatementFormValues = z.infer<typeof importStatementSchema>;
+
+function ImportarExtratoSheet({
   contasBancarias,
   t,
+  defaultBankAccountId,
+  onImported,
 }: {
-  contasBancarias: any[];
+  contasBancarias: BankAccount[];
   t: ReturnType<typeof useTranslations>;
+  defaultBankAccountId?: string;
+  onImported: () => Promise<any> | void;
 }) {
+  const { request, showToastHandler } = useApp();
+  const [open, setOpen] = useState(false);
+
+  const form = useForm<ImportStatementFormValues>({
+    resolver: zodResolver(importStatementSchema),
+    defaultValues: {
+      bankAccountId: defaultBankAccountId || '',
+    },
+  });
+
+  useEffect(() => {
+    if (!open) {
+      return;
+    }
+
+    form.reset({
+      bankAccountId: defaultBankAccountId || '',
+      file: undefined as unknown as File,
+    });
+  }, [defaultBankAccountId, form, open]);
+
+  const handleSubmit = async (values: ImportStatementFormValues) => {
+    const formData = new FormData();
+    formData.append('bank_account_id', values.bankAccountId);
+    formData.append('file', values.file);
+
+    try {
+      await request({
+        url: '/finance/statements/import',
+        method: 'POST',
+        data: formData,
+      });
+
+      await onImported();
+      showToastHandler?.('success', 'Extrato importado com sucesso');
+      setOpen(false);
+    } catch {
+      showToastHandler?.('error', 'Não foi possível importar o extrato');
+    }
+  };
+
   return (
-    <Dialog>
-      <DialogTrigger asChild>
-        <Button>
-          <Upload className="mr-2 h-4 w-4" />
-          {t('importDialog.action')}
-        </Button>
-      </DialogTrigger>
-      <DialogContent>
-        <DialogHeader>
-          <DialogTitle>{t('importDialog.title')}</DialogTitle>
-          <DialogDescription>{t('importDialog.description')}</DialogDescription>
-        </DialogHeader>
-        <div className="space-y-4">
-          <div className="space-y-2">
-            <Label htmlFor="conta">{t('importDialog.bankAccount')}</Label>
-            <Select>
-              <SelectTrigger>
-                <SelectValue placeholder={t('importDialog.selectAccount')} />
-              </SelectTrigger>
-              <SelectContent>
-                {contasBancarias.map((conta: any) => (
-                  <SelectItem key={conta.id} value={conta.id}>
-                    {conta.banco} - {conta.descricao}
-                  </SelectItem>
-                ))}
-              </SelectContent>
-            </Select>
-          </div>
-          <div className="space-y-2">
-            <Label htmlFor="arquivo">{t('importDialog.file')}</Label>
-            <Input id="arquivo" type="file" accept=".ofx,.csv" />
-            <p className="text-xs text-muted-foreground">
-              {t('importDialog.acceptedFormats')}
-            </p>
-          </div>
-        </div>
-        <DialogFooter>
-          <Button type="button" variant="outline">
-            {t('common.cancel')}
-          </Button>
-          <Button type="button">{t('importDialog.submit')}</Button>
-        </DialogFooter>
-      </DialogContent>
-    </Dialog>
+    <Sheet open={open} onOpenChange={setOpen}>
+      <Button onClick={() => setOpen(true)}>
+        <Upload className="mr-2 h-4 w-4" />
+        {t('importDialog.action')}
+      </Button>
+
+      <SheetContent className="w-full sm:max-w-lg overflow-y-auto">
+        <SheetHeader>
+          <SheetTitle>{t('importDialog.title')}</SheetTitle>
+          <SheetDescription>{t('importDialog.description')}</SheetDescription>
+        </SheetHeader>
+
+        <Form {...form}>
+          <form
+            className="space-y-4 px-4"
+            onSubmit={form.handleSubmit(handleSubmit)}
+          >
+            <FormField
+              control={form.control}
+              name="bankAccountId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>{t('importDialog.bankAccount')}</FormLabel>
+                  <Select value={field.value} onValueChange={field.onChange}>
+                    <FormControl>
+                      <SelectTrigger>
+                        <SelectValue
+                          placeholder={t('importDialog.selectAccount')}
+                        />
+                      </SelectTrigger>
+                    </FormControl>
+                    <SelectContent>
+                      {contasBancarias.map((conta) => (
+                        <SelectItem key={conta.id} value={conta.id}>
+                          {conta.banco} - {conta.descricao}
+                        </SelectItem>
+                      ))}
+                    </SelectContent>
+                  </Select>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <FormField
+              control={form.control}
+              name="file"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>{t('importDialog.file')}</FormLabel>
+                  <FormControl>
+                    <Input
+                      type="file"
+                      accept=".ofx,.csv"
+                      onChange={(event) => {
+                        const selectedFile = event.target.files?.[0];
+                        field.onChange(selectedFile);
+                      }}
+                    />
+                  </FormControl>
+                  <p className="text-xs text-muted-foreground">
+                    {t('importDialog.acceptedFormats')}
+                  </p>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <div className="flex justify-end gap-2 pt-2">
+              <Button
+                type="button"
+                variant="outline"
+                onClick={() => setOpen(false)}
+              >
+                {t('common.cancel')}
+              </Button>
+              <Button type="submit" disabled={form.formState.isSubmitting}>
+                {t('importDialog.submit')}
+              </Button>
+            </div>
+          </form>
+        </Form>
+      </SheetContent>
+    </Sheet>
   );
 }
 
 export default function ExtratosPage() {
   const t = useTranslations('finance.StatementsPage');
-  const { request } = useApp();
+  const { request, showToastHandler } = useApp();
   const pathname = usePathname();
   const router = useRouter();
   const searchParams = useSearchParams();
@@ -179,7 +285,7 @@ export default function ExtratosPage() {
     searchParams,
   ]);
 
-  const { data: extratos } = useQuery<Statement[]>({
+  const { data: extratos, refetch: refetchExtratos } = useQuery<Statement[]>({
     queryKey: ['finance-statements', contaFilter],
     queryFn: async () => {
       if (!contaFilter) {
@@ -212,6 +318,47 @@ export default function ExtratosPage() {
     .filter((e) => e.tipo === 'saida')
     .reduce((acc, e) => acc + e.valor, 0);
 
+  const handleExport = async () => {
+    if (!contaFilter) {
+      showToastHandler?.('error', 'Selecione uma conta bancária para exportar');
+      return;
+    }
+
+    try {
+      const response = await request<Blob>({
+        url: `/finance/statements/export?bank_account_id=${contaFilter}`,
+        method: 'GET',
+        responseType: 'blob',
+      });
+
+      const contentDisposition =
+        response.headers?.['content-disposition'] ||
+        response.headers?.['Content-Disposition'];
+      const fileNameMatch =
+        typeof contentDisposition === 'string'
+          ? contentDisposition.match(/filename\*?=(?:UTF-8'')?"?([^";]+)"?/i)
+          : null;
+      const fileName = fileNameMatch?.[1]
+        ? decodeURIComponent(fileNameMatch[1])
+        : `extrato-bancario-${contaFilter}.csv`;
+
+      const blob = new Blob([response.data], {
+        type: 'text/csv;charset=utf-8;',
+      });
+      const url = window.URL.createObjectURL(blob);
+      const link = document.createElement('a');
+
+      link.href = url;
+      link.setAttribute('download', fileName);
+      document.body.appendChild(link);
+      link.click();
+      link.remove();
+      window.URL.revokeObjectURL(url);
+    } catch {
+      showToastHandler?.('error', 'Não foi possível exportar o extrato');
+    }
+  };
+
   return (
     <Page>
       <PageHeader
@@ -224,11 +371,16 @@ export default function ExtratosPage() {
         ]}
         actions={
           <div className="flex gap-2">
-            <Button variant="outline">
+            <Button variant="outline" onClick={() => void handleExport()}>
               <Download className="mr-2 h-4 w-4" />
               {t('actions.export')}
             </Button>
-            <ImportarExtratoDialog contasBancarias={contasBancarias} t={t} />
+            <ImportarExtratoSheet
+              contasBancarias={contasBancarias}
+              t={t}
+              defaultBankAccountId={contaFilter}
+              onImported={refetchExtratos}
+            />
           </div>
         }
       />

package/hedhog/frontend/messages/en.json

@@ -204,6 +204,7 @@
       "cnpjCpf": "Tax ID",
       "competency": "Competency",
       "totalValue": "Total Value",
+      "status": "Status",
       "category": "Category",
       "costCenter": "Cost Center",
       "createdAt": "Created At",

package/hedhog/frontend/messages/pt.json

@@ -204,6 +204,7 @@
       "cnpjCpf": "CNPJ/CPF",
       "competency": "Competência",
       "totalValue": "Valor Total",
+      "status": "Status",
       "category": "Categoria",
       "costCenter": "Centro de Custo",
       "createdAt": "Data de Criação",

package/hedhog/query/0_constraints.sql

@@ -0,0 +1,2 @@
+-- Conteúdo consolidado em constraints.sql.
+-- Este arquivo é mantido apenas por compatibilidade histórica de nomenclatura.

package/hedhog/query/constraints.sql

@@ -1,6 +1,13 @@
 -- Regras de integridade do módulo financeiro (PostgreSQL)
 -- Script idempotente: pode ser executado mais de uma vez.
 
+-- 0) Normalização de dados legados
+-- Se existir título em status aprovado, converte para aberto.
+UPDATE financial_title
+SET status = 'open',
+	updated_at = NOW()
+WHERE status::text = 'approved';
+
 -- 1) CHECKs simples de domínio
 DO $$
 BEGIN
@@ -167,3 +174,82 @@ ON installment_allocation
 DEFERRABLE INITIALLY DEFERRED
 FOR EACH ROW
 EXECUTE FUNCTION fn_check_installment_allocation_total_per_installment();
+
+-- 4) Sincronização automática de status do título com base nas parcelas
+-- Regras:
+-- - Todas parcelas com open_amount_cents = 0 => settled
+-- - Todas parcelas com open_amount_cents > 0 => open
+-- - Mistura => partial
+-- - Preserva títulos em draft e canceled
+
+CREATE OR REPLACE FUNCTION finance_sync_title_status_from_installments()
+RETURNS trigger
+LANGUAGE plpgsql
+AS $$
+DECLARE
+	v_title_id BIGINT;
+	v_current_status financial_title_status;
+	v_total_installments INTEGER;
+	v_open_installments INTEGER;
+	v_settled_installments INTEGER;
+	v_next_status financial_title_status;
+BEGIN
+	v_title_id := COALESCE(NEW.title_id, OLD.title_id);
+
+	IF v_title_id IS NULL THEN
+		RETURN COALESCE(NEW, OLD);
+	END IF;
+
+	SELECT status
+		INTO v_current_status
+		FROM financial_title
+	 WHERE id = v_title_id;
+
+	IF v_current_status IS NULL THEN
+		RETURN COALESCE(NEW, OLD);
+	END IF;
+
+	IF v_current_status IN ('draft', 'canceled') THEN
+		RETURN COALESCE(NEW, OLD);
+	END IF;
+
+	SELECT COUNT(*)::INTEGER,
+				 COUNT(*) FILTER (WHERE open_amount_cents > 0)::INTEGER,
+				 COUNT(*) FILTER (WHERE open_amount_cents = 0)::INTEGER
+		INTO v_total_installments,
+				 v_open_installments,
+				 v_settled_installments
+		FROM financial_installment
+	 WHERE title_id = v_title_id;
+
+	IF v_total_installments = 0 THEN
+		RETURN COALESCE(NEW, OLD);
+	END IF;
+
+	IF v_settled_installments = v_total_installments THEN
+		v_next_status := 'settled';
+	ELSIF v_open_installments = v_total_installments THEN
+		v_next_status := 'open';
+	ELSE
+		v_next_status := 'partial';
+	END IF;
+
+	IF v_current_status <> v_next_status THEN
+		UPDATE financial_title
+			 SET status = v_next_status,
+					 updated_at = NOW()
+		 WHERE id = v_title_id;
+	END IF;
+
+	RETURN COALESCE(NEW, OLD);
+END;
+$$;
+
+DROP TRIGGER IF EXISTS trg_financial_installment_sync_title_status
+	ON financial_installment;
+
+CREATE TRIGGER trg_financial_installment_sync_title_status
+AFTER INSERT OR UPDATE OF open_amount_cents, title_id OR DELETE
+ON financial_installment
+FOR EACH ROW
+EXECUTE FUNCTION finance_sync_title_status_from_installments();

package/hedhog/table/bank_account.yaml

@@ -1,13 +1,5 @@
 columns:
   - type: pk
-  - name: branch_id
-    type: fk
-    isNullable: true
-    references:
-      table: branch
-      column: id
-      onDelete: SET NULL
-      onUpdate: CASCADE
   - name: code
     type: varchar
     length: 32

package/hedhog/table/financial_title.yaml

@@ -1,13 +1,5 @@
 columns:
   - type: pk
-  - name: branch_id
-    type: fk
-    isNullable: true
-    references:
-      table: branch
-      column: id
-      onDelete: SET NULL
-      onUpdate: CASCADE
   - name: person_id
     type: fk
     references:
@@ -20,7 +12,7 @@ columns:
     values: [payable, receivable]
   - name: status
     type: enum
-    values: [draft, approved, open, partial, settled, canceled, overdue]
+    values: [draft, open, partial, settled, canceled, overdue]
   - name: document_number
     type: varchar
     length: 80

package/hedhog/table/settlement.yaml

@@ -1,13 +1,5 @@
 columns:
   - type: pk
-  - name: branch_id
-    type: fk
-    isNullable: true
-    references:
-      table: branch
-      column: id
-      onDelete: SET NULL
-      onUpdate: CASCADE
   - name: person_id
     type: fk
     isNullable: true

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@hed-hog/finance",
-  "version": "0.0.239",
+  "version": "0.0.240",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
   "dependencies": {
@@ -9,14 +9,14 @@
     "@nestjs/core": "^11",
     "@nestjs/jwt": "^11",
     "@nestjs/mapped-types": "*",
-    "@hed-hog/api-prisma": "0.0.4",
+    "@hed-hog/tag": "0.0.240",
     "@hed-hog/api-pagination": "0.0.5",
+    "@hed-hog/api-prisma": "0.0.4",
     "@hed-hog/api-locale": "0.0.11",
-    "@hed-hog/api-types": "0.0.1",
-    "@hed-hog/tag": "0.0.239",
     "@hed-hog/api": "0.0.3",
-    "@hed-hog/contact": "0.0.239",
-    "@hed-hog/core": "0.0.239"
+    "@hed-hog/contact": "0.0.240",
+    "@hed-hog/api-types": "0.0.1",
+    "@hed-hog/core": "0.0.240"
   },
   "exports": {
     ".": {

package/src/finance-installments.controller.ts

@@ -2,16 +2,16 @@ import { Role, User } from '@hed-hog/api';
 import { Locale } from '@hed-hog/api-locale';
 import { Pagination } from '@hed-hog/api-pagination';
 import {
-    Body,
-    Controller,
-    Get,
-    Param,
-    ParseIntPipe,
-    Patch,
-    Post,
-    Query,
-    UploadedFile,
-    UseInterceptors,
+  Body,
+  Controller,
+  Get,
+  Param,
+  ParseIntPipe,
+  Patch,
+  Post,
+  Query,
+  UploadedFile,
+  UseInterceptors,
 } from '@nestjs/common';
 import { FileInterceptor } from '@nestjs/platform-express';
 import { CreateFinanceTagDto } from './dto/create-finance-tag.dto';
@@ -58,6 +58,21 @@ export class FinanceInstallmentsController {
     );
   }
 
+  @Patch('accounts-payable/installments/:id')
+  async updateAccountsPayableTitle(
+    @Param('id', ParseIntPipe) id: number,
+    @Body() data: CreateFinancialTitleDto,
+    @Locale() locale: string,
+    @User() user,
+  ) {
+    return this.financeService.updateAccountsPayableTitle(
+      id,
+      data,
+      locale,
+      user?.id,
+    );
+  }
+
   @Patch('accounts-payable/installments/:id/approve')
   async approveAccountsPayableTitle(
     @Param('id', ParseIntPipe) id: number,
@@ -82,6 +97,21 @@ export class FinanceInstallmentsController {
     );
   }
 
+  @Patch('accounts-payable/installments/:id/cancel')
+  async cancelAccountsPayableTitle(
+    @Param('id', ParseIntPipe) id: number,
+    @Body() data: RejectTitleDto,
+    @Locale() locale: string,
+    @User() user,
+  ) {
+    return this.financeService.cancelAccountsPayableTitle(
+      id,
+      data,
+      locale,
+      user?.id,
+    );
+  }
+
   @Post('accounts-payable/installments/:id/settlements')
   async settleAccountsPayableInstallment(
     @Param('id', ParseIntPipe) id: number,
@@ -168,6 +198,21 @@ export class FinanceInstallmentsController {
     );
   }
 
+  @Patch('accounts-receivable/installments/:id')
+  async updateAccountsReceivableTitle(
+    @Param('id', ParseIntPipe) id: number,
+    @Body() data: CreateFinancialTitleDto,
+    @Locale() locale: string,
+    @User() user,
+  ) {
+    return this.financeService.updateAccountsReceivableTitle(
+      id,
+      data,
+      locale,
+      user?.id,
+    );
+  }
+
   @Patch('accounts-receivable/installments/:id/approve')
   async approveAccountsReceivableTitle(
     @Param('id', ParseIntPipe) id: number,
@@ -181,6 +226,21 @@ export class FinanceInstallmentsController {
     );
   }
 
+  @Patch('accounts-receivable/installments/:id/cancel')
+  async cancelAccountsReceivableTitle(
+    @Param('id', ParseIntPipe) id: number,
+    @Body() data: RejectTitleDto,
+    @Locale() locale: string,
+    @User() user,
+  ) {
+    return this.financeService.cancelAccountsReceivableTitle(
+      id,
+      data,
+      locale,
+      user?.id,
+    );
+  }
+
   @Post('accounts-receivable/installments/:id/settlements')
   async settleAccountsReceivableInstallment(
     @Param('id', ParseIntPipe) id: number,