@hed-hog/finance 0.0.252 → 0.0.256

package/hedhog/frontend/app/page.tsx.ejs

@@ -21,6 +21,7 @@ import {
   Wallet,
 } from 'lucide-react';
 import { useLocale, useTranslations } from 'next-intl';
+import Link from 'next/link';
 import {
   CartesianGrid,
   Legend,
@@ -110,6 +111,7 @@ function ProximosVencimentos({
         .filter((p: any) => p.status === 'aberto' || p.status === 'vencido')
         .map((p: any) => ({
           tipo: 'pagar' as const,
+          tituloId: t.id,
           documento: t.documento,
           pessoa: getPessoaById(t.fornecedorId)?.nome || '',
           vencimento: p.vencimento,
@@ -125,6 +127,7 @@ function ProximosVencimentos({
         .filter((p: any) => p.status === 'aberto' || p.status === 'vencido')
         .map((p: any) => ({
           tipo: 'receber' as const,
+          tituloId: t.id,
           documento: t.documento,
           pessoa: getPessoaById(t.clienteId)?.nome || '',
           vencimento: p.vencimento,
@@ -147,7 +150,11 @@ function ProximosVencimentos({
         <CardContent>
           <div className="space-y-4">
             {vencimentosPagar.map((item, i) => (
-              <div key={i} className="flex items-center justify-between">
+              <Link
+                key={i}
+                href={`/finance/accounts-payable/installments/${item.tituloId}`}
+                className="flex items-center justify-between rounded-md p-2 -m-2 transition-colors hover:bg-muted/50 active:bg-muted"
+              >
                 <div className="space-y-1">
                   <p className="text-sm font-medium">{item.documento}</p>
                   <p className="text-xs text-muted-foreground">{item.pessoa}</p>
@@ -161,7 +168,7 @@ function ProximosVencimentos({
                   </p>
                 </div>
                 <StatusBadge status={item.status} />
-              </div>
+              </Link>
             ))}
           </div>
         </CardContent>
@@ -178,7 +185,11 @@ function ProximosVencimentos({
         <CardContent>
           <div className="space-y-4">
             {vencimentosReceber.map((item, i) => (
-              <div key={i} className="flex items-center justify-between">
+              <Link
+                key={i}
+                href={`/finance/accounts-receivable/installments/${item.tituloId}`}
+                className="flex items-center justify-between rounded-md p-2 -m-2 transition-colors hover:bg-muted/50 active:bg-muted"
+              >
                 <div className="space-y-1">
                   <p className="text-sm font-medium">{item.documento}</p>
                   <p className="text-xs text-muted-foreground">{item.pessoa}</p>
@@ -192,7 +203,7 @@ function ProximosVencimentos({
                   </p>
                 </div>
                 <StatusBadge status={item.status} />
-              </div>
+              </Link>
             ))}
           </div>
         </CardContent>

package/hedhog/frontend/messages/en.json

@@ -99,11 +99,114 @@
       "description": "There are no pending approvals."
     }
   },
+  "PersonFieldWithCreate": {
+    "sheet": {
+      "title": "New {entityLabel}",
+      "description": "Only name and type are required. You can complete the remaining fields now or later."
+    },
+    "common": {
+      "select": "Select"
+    },
+    "types": {
+      "individual": "Individual",
+      "company": "Company"
+    },
+    "fields": {
+      "name": "Name",
+      "type": "Type",
+      "documentIndividualOptional": "CPF (optional)",
+      "documentCompanyOptional": "CNPJ (optional)",
+      "emailOptional": "Email (optional)",
+      "phoneOptional": "Phone (optional)",
+      "addressOptional": "Address (optional)"
+    },
+    "placeholders": {
+      "name": "{entityLabel} name",
+      "email": "{entityLabel}@company.com",
+      "phone": "(11) 99999-9999",
+      "addressLine1": "Street, number, complement",
+      "city": "City",
+      "state": "State"
+    },
+    "search": {
+      "placeholder": "Type to search person...",
+      "loading": "Searching people...",
+      "noResults": "No person found"
+    },
+    "actions": {
+      "cancel": "Cancel",
+      "saveEntity": "Save {entityLabel}",
+      "createNew": "Create new record",
+      "clearSelection": "Clear selection",
+      "createEntityAria": "Create new {entityLabel}"
+    },
+    "messages": {
+      "createdSuccess": "{entityLabel} created successfully",
+      "createdError": "Could not create {entityLabel}"
+    }
+  },
+  "FinanceEntityFieldWithCreate": {
+    "validation": {
+      "nameRequired": "Name is required"
+    },
+    "fields": {
+      "name": "Name"
+    },
+    "actions": {
+      "cancel": "Cancel",
+      "save": "Save",
+      "createCategoryAria": "Create new category",
+      "createCostCenterAria": "Create new cost center"
+    },
+    "categorySheet": {
+      "title": "New category",
+      "description": "Register a new category to use in this entry.",
+      "namePlaceholder": "Category name"
+    },
+    "costCenterSheet": {
+      "title": "New cost center",
+      "description": "Register a new cost center to use in this entry.",
+      "namePlaceholder": "Cost center name"
+    },
+    "messages": {
+      "categoryCreateSuccess": "Category created successfully",
+      "categoryCreateError": "Could not create category",
+      "costCenterCreateSuccess": "Cost center created successfully",
+      "costCenterCreateError": "Could not create cost center"
+    }
+  },
   "PayableInstallmentsPage": {
     "common": {
       "select": "Select...",
       "cancel": "Cancel",
-      "save": "Save"
+      "save": "Save",
+      "upload": {
+        "label": "Invoice file (optional)",
+        "upload": "Upload",
+        "change": "Change file",
+        "remove": "Remove",
+        "selectedPrefix": "File:",
+        "uploadingProgress": "Upload in progress: {progress}%",
+        "processingAi": "Processing document with AI",
+        "lowConfidence": "Extraction confidence: {confidence}%",
+        "fillingWithAi": "Filling with AI...",
+        "uploadingFile": "Uploading file..."
+      }
+    },
+    "validation": {
+      "documentRequired": "Document is required",
+      "supplierRequired": "Supplier is required",
+      "dueDateRequired": "Due date is required",
+      "amountGreaterThanZero": "Amount must be greater than zero",
+      "invalidInstallmentCount": "Invalid installments count",
+      "installmentsMin": "Minimum of 1 installment",
+      "installmentsMax": "Maximum of 120 installments",
+      "installmentDueDateRequired": "Installment due date is required",
+      "installmentAmountGreaterThanZero": "Installment amount must be greater than zero",
+      "installmentsRequired": "Provide at least one installment",
+      "installmentsCountMismatch": "Installments count does not match detailed schedule",
+      "installmentsSumMismatch": "Installments sum must match total amount",
+      "installmentRequired": "Installment is required"
     },
     "newTitle": {
       "action": "New Title",
@@ -169,9 +272,75 @@
         "approve": "Approve",
         "settle": "Settle",
         "reverse": "Reverse",
-        "cancel": "Cancel"
+        "cancel": "Cancel",
+        "openAttachment": "Open attachment"
       }
     },
+    "dialogs": {
+      "cancel": {
+        "title": "Confirm cancellation",
+        "description": "This action cancels the title and cannot be undone automatically.",
+        "cancel": "Back",
+        "confirm": "Confirm cancellation"
+      },
+      "reverse": {
+        "title": "Confirm reversal",
+        "description": "Provide a reason for the reversal. The system will recalculate balances and status automatically.",
+        "reasonLabel": "Reversal reason",
+        "reasonPlaceholder": "Ex.: duplicate settlement",
+        "cancel": "Back",
+        "confirm": "Confirm reversal"
+      }
+    },
+    "settleSheet": {
+      "title": "Register settlement",
+      "description": "Provide installment and settlement amount for title {document}.",
+      "installmentLabel": "Installment",
+      "installmentPlaceholder": "Select",
+      "installmentOption": "Installment {number} - open amount: {amount}",
+      "amountLabel": "Amount",
+      "descriptionLabel": "Description (optional)",
+      "confirm": "Confirm settlement"
+    },
+    "installmentsEditor": {
+      "title": "Installments",
+      "countLabel": "Installments Count",
+      "recalculate": "Recalculate automatically",
+      "autoRedistributeLabel": "Automatically redistribute remaining amount when editing installment",
+      "autoRedistributeHint": "Redistribution occurs after typing stops and on field blur.",
+      "dueDateLabel": "Due date",
+      "amountLabel": "Amount",
+      "totalPrefix": "Installments total: {total}",
+      "adjustmentNeeded": "(adjustment needed)"
+    },
+    "editTitle": {
+      "description": "Edit title data while it is in draft status."
+    },
+    "messages": {
+      "createSuccess": "Title created successfully",
+      "createError": "Error creating title",
+      "invalidFile": "Invalid file",
+      "attachSuccess": "Attachment linked successfully",
+      "aiExtractSuccess": "Invoice data extracted and auto-filled",
+      "aiExtractError": "Could not extract data automatically",
+      "uploadError": "Could not upload file",
+      "invalidTitleForEdit": "Invalid title for edit",
+      "updateSuccess": "Title updated successfully",
+      "updateError": "Could not update title",
+      "editDraftOnly": "Only draft titles can be edited",
+      "cancelSuccess": "Title canceled successfully",
+      "cancelError": "Could not cancel title",
+      "approveSuccess": "Title approved successfully",
+      "approveError": "Could not approve title",
+      "noInstallmentForSettle": "No installment available for settlement",
+      "settleSuccess": "Settlement registered successfully",
+      "settleError": "Could not register settlement",
+      "noActiveSettlementToReverse": "No active settlement available to reverse",
+      "reverseDefaultReason": "Reversal created from title list",
+      "reverseSuccess": "Reversal completed successfully",
+      "reverseError": "Could not reverse settlement",
+      "openAttachmentError": "Could not open attachment"
+    },
     "footer": {
       "showing": "Showing {filtered} of {total} records",
       "previous": "Previous",
@@ -212,6 +381,8 @@
       "reverse": {
         "title": "Confirm reversal",
         "description": "This action reverses the selected settlement, recalculates installment balances, and updates the title status.",
+        "reasonLabel": "Reversal reason",
+        "reasonPlaceholder": "Ex.: duplicate settlement",
         "cancel": "Cancel",
         "confirm": "Confirm reversal"
       }
@@ -234,7 +405,9 @@
       "reverseSuccess": "Reversal completed successfully",
       "reverseError": "Could not reverse the settlement",
       "cancelSuccess": "Title canceled successfully",
-      "cancelError": "Could not cancel the title"
+      "cancelError": "Could not cancel the title",
+      "unreconcileSuccess": "Reconciliation removed successfully",
+      "unreconcileError": "Could not remove settlement reconciliation"
     },
     "documentData": {
       "title": "Document Data",
@@ -300,6 +473,32 @@
       "reverseDialogConfirm": "Confirm reversal",
       "none": "No settlement recorded"
     },
+    "settlementsHistory": {
+      "loading": "Loading settlements history...",
+      "allocationsTitle": "Allocations",
+      "allocationInstallment": "Installment",
+      "headers": {
+        "date": "Date",
+        "type": "Type",
+        "status": "Status",
+        "netAmount": "Net Amount",
+        "method": "Method",
+        "account": "Account",
+        "reconciled": "Reconciled",
+        "actions": "Actions"
+      },
+      "normalType": "NORMAL",
+      "reversalType": "REVERSAL",
+      "reversedStatus": "REVERSED",
+      "reconciled": {
+        "yes": "Reconciled",
+        "no": "Pending"
+      },
+      "unreconcile": "Unreconcile",
+      "unreconcileLoading": "Unreconciling...",
+      "unreconcileFirst": "Unreconcile first",
+      "reverse": "Reverse"
+    },
     "audit": { "none": "No audit event" }
   },
   "CollectionsDefaultPage": {
@@ -376,7 +575,33 @@
     "common": {
       "select": "Select...",
       "cancel": "Cancel",
-      "save": "Save"
+      "save": "Save",
+      "upload": {
+        "label": "Invoice file (optional)",
+        "upload": "Upload",
+        "change": "Change file",
+        "remove": "Remove",
+        "selectedPrefix": "File:",
+        "uploadingProgress": "Upload in progress: {progress}%",
+        "processingAi": "Processing document with AI",
+        "lowConfidence": "Extraction confidence: {confidence}%",
+        "fillingWithAi": "Filling with AI...",
+        "uploadingFile": "Uploading file..."
+      }
+    },
+    "validation": {
+      "documentRequired": "Document is required",
+      "clientRequired": "Client is required",
+      "dueDateRequired": "Due date is required",
+      "amountGreaterThanZero": "Amount must be greater than zero",
+      "invalidInstallmentCount": "Invalid installments count",
+      "installmentsMin": "Minimum of 1 installment",
+      "installmentsMax": "Maximum of 120 installments",
+      "installmentDueDateRequired": "Installment due date is required",
+      "installmentAmountGreaterThanZero": "Installment amount must be greater than zero",
+      "installmentsRequired": "Provide at least one installment",
+      "installmentsCountMismatch": "Installments count does not match detailed schedule",
+      "installmentsSumMismatch": "Installments sum must match total amount"
     },
     "newTitle": {
       "action": "New Title",
@@ -436,9 +661,37 @@
         "viewDetails": "View Details",
         "edit": "Edit",
         "registerReceipt": "Register Receipt",
-        "sendCollection": "Send Collection"
+        "sendCollection": "Send Collection",
+        "openAttachment": "Open attachment"
       }
     },
+    "installmentsEditor": {
+      "title": "Installments",
+      "countLabel": "Installments Count",
+      "recalculate": "Recalculate automatically",
+      "autoRedistributeLabel": "Automatically redistribute remaining amount when editing installment",
+      "dueDateLabel": "Due date",
+      "amountLabel": "Amount",
+      "totalPrefix": "Installments total: {total}",
+      "adjustmentNeeded": "(adjustment needed)"
+    },
+    "editTitle": {
+      "description": "Edit title data while it is in draft status."
+    },
+    "messages": {
+      "createSuccess": "Title created successfully",
+      "createError": "Error creating title",
+      "invalidFile": "Invalid file",
+      "attachSuccess": "Attachment linked successfully",
+      "aiExtractSuccess": "Invoice data extracted and auto-filled",
+      "aiExtractError": "Could not extract data automatically",
+      "uploadError": "Could not upload file",
+      "invalidTitleForEdit": "Invalid title for edit",
+      "updateSuccess": "Title updated successfully",
+      "updateError": "Could not update title",
+      "editDraftOnly": "Only draft titles can be edited",
+      "openAttachmentError": "Could not open attachment"
+    },
     "footer": {
       "showing": "Showing {filtered} of {total} records",
       "previous": "Previous",
@@ -465,9 +718,43 @@
     "actions": {
       "title": "Actions",
       "edit": "Edit",
+      "approve": "Approve",
       "registerReceipt": "Register Receipt",
       "sendCollection": "Send Collection"
     },
+    "common": {
+      "cancel": "Cancel"
+    },
+    "validation": {
+      "installmentRequired": "Installment is required",
+      "amountGreaterThanZero": "Amount must be greater than zero"
+    },
+    "settleSheet": {
+      "title": "Register receipt",
+      "description": "Provide installment and amount for partial or full receipt.",
+      "installmentLabel": "Installment",
+      "installmentPlaceholder": "Select",
+      "installmentOption": "Installment {number} - open amount: {amount}",
+      "amountLabel": "Amount",
+      "descriptionLabel": "Description (optional)",
+      "confirm": "Confirm receipt"
+    },
+    "reverseSheet": {
+      "title": "Confirm reversal",
+      "description": "This action reverses the receipt and recalculates balances and status.",
+      "reasonLabel": "Reversal reason",
+      "reasonPlaceholder": "Ex.: duplicate settlement",
+      "confirm": "Confirm reversal"
+    },
+    "messages": {
+      "approveSuccess": "Title approved successfully",
+      "approveError": "Could not approve the title",
+      "settleSuccess": "Receipt registered successfully",
+      "settleError": "Could not register receipt",
+      "reverseSuccess": "Reversal completed successfully",
+      "reverseError": "Could not reverse receipt",
+      "reverseDefaultReason": "Reversal performed from title detail"
+    },
     "documentData": {
       "title": "Document Data",
       "client": "Client",
@@ -521,6 +808,8 @@
       "discount": "Discount",
       "account": "Account",
       "method": "Method",
+      "actions": "Actions",
+      "reverseButton": "Reverse",
       "none": "No receipt recorded"
     },
     "audit": { "none": "No audit event" }