@hed-hog/finance 0.0.278 → 0.0.285

package/dist/index.d.ts

@@ -7,6 +7,7 @@ export * from './finance-cost-centers.controller';
 export * from './finance-data.controller';
 export * from './finance-installments.controller';
 export * from './finance-period-close.controller';
+export * from './finance-reports.controller';
 export * from './finance-statements.controller';
 export * from './finance-transfers.controller';
 export * from './finance.module';

package/dist/index.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA,cAAc,kCAAkC,CAAC;AACjD,cAAc,iCAAiC,CAAC;AAChD,cAAc,oCAAoC,CAAC;AACnD,cAAc,iCAAiC,CAAC;AAChD,cAAc,kCAAkC,CAAC;AACjD,cAAc,mCAAmC,CAAC;AAClD,cAAc,2BAA2B,CAAC;AAC1C,cAAc,mCAAmC,CAAC;AAClD,cAAc,mCAAmC,CAAC;AAClD,cAAc,iCAAiC,CAAC;AAChD,cAAc,gCAAgC,CAAC;AAC/C,cAAc,kBAAkB,CAAC;AACjC,cAAc,mBAAmB,CAAC"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA,cAAc,kCAAkC,CAAC;AACjD,cAAc,iCAAiC,CAAC;AAChD,cAAc,oCAAoC,CAAC;AACnD,cAAc,iCAAiC,CAAC;AAChD,cAAc,kCAAkC,CAAC;AACjD,cAAc,mCAAmC,CAAC;AAClD,cAAc,2BAA2B,CAAC;AAC1C,cAAc,mCAAmC,CAAC;AAClD,cAAc,mCAAmC,CAAC;AAClD,cAAc,8BAA8B,CAAC;AAC7C,cAAc,iCAAiC,CAAC;AAChD,cAAc,gCAAgC,CAAC;AAC/C,cAAc,kBAAkB,CAAC;AACjC,cAAc,mBAAmB,CAAC"}

package/dist/index.js

@@ -23,6 +23,7 @@ __exportStar(require("./finance-cost-centers.controller"), exports);
 __exportStar(require("./finance-data.controller"), exports);
 __exportStar(require("./finance-installments.controller"), exports);
 __exportStar(require("./finance-period-close.controller"), exports);
+__exportStar(require("./finance-reports.controller"), exports);
 __exportStar(require("./finance-statements.controller"), exports);
 __exportStar(require("./finance-transfers.controller"), exports);
 __exportStar(require("./finance.module"), exports);

package/dist/index.js.map

@@ -1 +1 @@
-{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";;;;;;;;;;;;;;;;AAAA,mEAAiD;AACjD,kEAAgD;AAChD,qEAAmD;AACnD,kEAAgD;AAChD,mEAAiD;AACjD,oEAAkD;AAClD,4DAA0C;AAC1C,oEAAkD;AAClD,oEAAkD;AAClD,kEAAgD;AAChD,iEAA+C;AAC/C,mDAAiC;AACjC,oDAAkC"}
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";;;;;;;;;;;;;;;;AAAA,mEAAiD;AACjD,kEAAgD;AAChD,qEAAmD;AACnD,kEAAgD;AAChD,mEAAiD;AACjD,oEAAkD;AAClD,4DAA0C;AAC1C,oEAAkD;AAClD,oEAAkD;AAClD,+DAA6C;AAC7C,kEAAgD;AAChD,iEAA+C;AAC/C,mDAAiC;AACjC,oDAAkC"}

package/hedhog/data/menu.yaml

@@ -322,6 +322,52 @@
       - where:
           slug: admin-finance
 
+- menu_id:
+    where:
+      slug: /finance/reports
+  icon: chart-no-axes-combined
+  url: /finance/reports/overview-results
+  name:
+    en: Results Overview
+    pt: Visão Geral dos Resultados
+  slug: /finance/reports/overview-results
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+- menu_id:
+    where:
+      slug: /finance/reports
+  icon: chart-bar-big
+  url: /finance/reports/top-customers
+  name:
+    en: Top Customers
+    pt: Principais Clientes
+  slug: /finance/reports/top-customers
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+- menu_id:
+    where:
+      slug: /finance/reports
+  icon: chart-pie
+  url: /finance/reports/top-operational-expenses
+  name:
+    en: Top Operational Expenses
+    pt: Principais Gastos Operacionais
+  slug: /finance/reports/top-operational-expenses
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
 - menu_id:
     where:
       slug: /finance

package/hedhog/data/route.yaml

@@ -7,6 +7,33 @@
       - where:
           slug: admin-finance
 
+- url: /finance/reports/overview-results
+  method: GET
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- url: /finance/reports/top-customers
+  method: GET
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
+- url: /finance/reports/top-operational-expenses
+  method: GET
+  relations:
+    role:
+      - where:
+          slug: admin
+      - where:
+          slug: admin-finance
+
 - url: /finance/scenarios/:cenario
   method: PATCH
   relations:

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

@@ -6,7 +6,7 @@ import {
 } from '@/app/(app)/(libraries)/finance/_components/finance-entity-field-with-create';
 import { FinanceTitleActionsMenu } from '@/app/(app)/(libraries)/finance/_components/finance-title-actions-menu';
 import { PersonFieldWithCreate } from '@/app/(app)/(libraries)/contact/person/_components/person-field-with-create';
-import { Page, PageHeader } from '@/components/entity-list';
+import { EmptyState, Page, PageHeader } from '@/components/entity-list';
 import { Button } from '@/components/ui/button';
 import { Checkbox } from '@/components/ui/checkbox';
 import { FilterBar } from '@/components/ui/filter-bar';
@@ -55,7 +55,14 @@ import {
 } from '@/components/ui/tooltip';
 import { useApp, useQuery } from '@hed-hog/next-app-provider';
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Loader2, Paperclip, Plus, Trash2, Upload } from 'lucide-react';
+import {
+  FileText,
+  Loader2,
+  Paperclip,
+  Plus,
+  Trash2,
+  Upload,
+} from 'lucide-react';
 import { useTranslations } from 'next-intl';
 import Link from 'next/link';
 import { usePathname, useRouter, useSearchParams } from 'next/navigation';
@@ -244,6 +251,8 @@ function NovoTituloSheet({
   onCreated,
   onCategoriesUpdated,
   onCostCentersUpdated,
+  open,
+  onOpenChange,
 }: {
   categorias: any[];
   centrosCusto: any[];
@@ -251,9 +260,11 @@ function NovoTituloSheet({
   onCreated: () => Promise<any> | void;
   onCategoriesUpdated?: () => Promise<any> | void;
   onCostCentersUpdated?: () => Promise<any> | void;
+  open?: boolean;
+  onOpenChange?: (open: boolean) => void;
 }) {
   const { request, showToastHandler } = useApp();
-  const [open, setOpen] = useState(false);
+  const [internalOpen, setInternalOpen] = useState(false);
   const [uploadedFileId, setUploadedFileId] = useState<number | null>(null);
   const [uploadedFileName, setUploadedFileName] = useState('');
   const [isUploadingFile, setIsUploadingFile] = useState(false);
@@ -270,6 +281,13 @@ function NovoTituloSheet({
   const [extractionWarnings, setExtractionWarnings] = useState<string[]>([]);
   const [uploadProgress, setUploadProgress] = useState(0);
   const fileInputRef = useRef<HTMLInputElement | null>(null);
+  const isOpen = open ?? internalOpen;
+  const handleOpenChange = (nextOpen: boolean) => {
+    onOpenChange?.(nextOpen);
+    if (open === undefined) {
+      setInternalOpen(nextOpen);
+    }
+  };
 
   const normalizeFilenameForDisplay = (filename: string) => {
     if (!filename) {
@@ -441,7 +459,7 @@ function NovoTituloSheet({
       setExtractionWarnings([]);
       setIsInstallmentsEdited(false);
       setAutoRedistributeInstallments(true);
-      setOpen(false);
+      handleOpenChange(false);
       showToastHandler?.('success', t('messages.createSuccess'));
     } catch {
       showToastHandler?.('error', t('messages.createError'));
@@ -457,7 +475,7 @@ function NovoTituloSheet({
     setUploadProgress(0);
     setIsInstallmentsEdited(false);
     setAutoRedistributeInstallments(true);
-    setOpen(false);
+    handleOpenChange(false);
   };
 
   const clearUploadedFile = () => {
@@ -624,7 +642,7 @@ function NovoTituloSheet({
   };
 
   return (
-    <Sheet open={open} onOpenChange={setOpen}>
+    <Sheet open={isOpen} onOpenChange={handleOpenChange}>
       <SheetTrigger asChild>
         <Button>
           <Plus className="mr-2 h-4 w-4" />
@@ -2126,6 +2144,7 @@ export default function TitulosPagarPage() {
   const [statusFilter, setStatusFilter] = useState<string>('');
   const [page, setPage] = useState(1);
   const pageSize = 10;
+  const [isNewTitleSheetOpen, setIsNewTitleSheetOpen] = useState(false);
   const [editingTitleId, setEditingTitleId] = useState<string | null>(null);
   const [approvingTitleId, setApprovingTitleId] = useState<string | null>(null);
   const [reversingTitleId, setReversingTitleId] = useState<string | null>(null);
@@ -2464,6 +2483,8 @@ export default function TitulosPagarPage() {
               categorias={categorias}
               centrosCusto={centrosCusto}
               t={t}
+              open={isNewTitleSheetOpen}
+              onOpenChange={setIsNewTitleSheetOpen}
               onCreated={async () => {
                 await Promise.all([refetchTitles(), refetchFinanceData()]);
               }}
@@ -2637,126 +2658,138 @@ export default function TitulosPagarPage() {
         </SheetContent>
       </Sheet>
 
-      <div className="rounded-md border">
-        <Table>
-          <TableHeader>
-            <TableRow>
-              <TableHead>{t('table.headers.document')}</TableHead>
-              <TableHead>{t('table.headers.supplier')}</TableHead>
-              <TableHead>{t('table.headers.competency')}</TableHead>
-              <TableHead>{t('table.headers.dueDate')}</TableHead>
-              <TableHead className="text-right">
-                {t('table.headers.value')}
-              </TableHead>
-              <TableHead>{t('table.headers.category')}</TableHead>
-              <TableHead>{t('table.headers.status')}</TableHead>
-              <TableHead className="w-[50px]" />
-            </TableRow>
-          </TableHeader>
-          <TableBody>
-            {titulosPagar.map((titulo) => {
-              const fornecedor = getPessoaById(titulo.fornecedorId);
-              const categoria = getCategoriaById(titulo.categoriaId);
-              const proximaParcela = titulo.parcelas.find(
-                (p: any) => p.status === 'aberto' || p.status === 'vencido'
-              );
-
-              return (
-                <TableRow key={titulo.id}>
-                  <TableCell className="font-medium">
-                    <Link
-                      href={`/finance/accounts-payable/installments/${titulo.id}`}
-                      className="hover:underline"
-                    >
-                      {titulo.documento}
-                    </Link>
-                    {titulo.anexos.length > 0 && (
-                      <Button
-                        type="button"
-                        variant="ghost"
-                        size="icon"
-                        className="ml-1 inline-flex h-5 w-5 align-middle text-muted-foreground"
-                        onClick={(event) => {
-                          event.preventDefault();
-                          event.stopPropagation();
-                          const firstAttachmentId =
-                            titulo.anexosDetalhes?.[0]?.id;
-                          void handleOpenAttachment(firstAttachmentId);
-                        }}
-                        aria-label={t('table.actions.openAttachment')}
+      {titulosPagar.length > 0 ? (
+        <div className="rounded-md border">
+          <Table>
+            <TableHeader>
+              <TableRow>
+                <TableHead>{t('table.headers.document')}</TableHead>
+                <TableHead>{t('table.headers.supplier')}</TableHead>
+                <TableHead>{t('table.headers.competency')}</TableHead>
+                <TableHead>{t('table.headers.dueDate')}</TableHead>
+                <TableHead className="text-right">
+                  {t('table.headers.value')}
+                </TableHead>
+                <TableHead>{t('table.headers.category')}</TableHead>
+                <TableHead>{t('table.headers.status')}</TableHead>
+                <TableHead className="w-[50px]" />
+              </TableRow>
+            </TableHeader>
+            <TableBody>
+              {titulosPagar.map((titulo) => {
+                const fornecedor = getPessoaById(titulo.fornecedorId);
+                const categoria = getCategoriaById(titulo.categoriaId);
+                const proximaParcela = titulo.parcelas.find(
+                  (p: any) => p.status === 'aberto' || p.status === 'vencido'
+                );
+
+                return (
+                  <TableRow key={titulo.id}>
+                    <TableCell className="font-medium">
+                      <Link
+                        href={`/finance/accounts-payable/installments/${titulo.id}`}
+                        className="hover:underline"
                       >
-                        <Paperclip className="h-3 w-3" />
-                      </Button>
-                    )}
-                  </TableCell>
-                  <TableCell>{fornecedor?.nome}</TableCell>
-                  <TableCell>{titulo.competencia}</TableCell>
-                  <TableCell>
-                    {proximaParcela
-                      ? formatarData(proximaParcela.vencimento)
-                      : '-'}
-                  </TableCell>
-                  <TableCell className="text-right">
-                    <Money value={titulo.valorTotal} />
-                  </TableCell>
-                  <TableCell>{categoria?.nome}</TableCell>
-                  <TableCell>
-                    <StatusBadge status={titulo.status} />
-                  </TableCell>
-                  <TableCell>
-                    <FinanceTitleActionsMenu
-                      triggerVariant="ghost"
-                      detailHref={`/finance/accounts-payable/installments/${titulo.id}`}
-                      canEdit={canEditTitle(titulo.status)}
-                      canApprove={canApproveTitle(titulo.status)}
-                      canSettle={canSettleTitle(titulo.status)}
-                      canReverse={
-                        canReverseTitle(titulo.status) &&
-                        !!getFirstActiveSettlementId(titulo)
-                      }
-                      canCancel={canCancelTitle(titulo.status)}
-                      isApproving={approvingTitleId === titulo.id}
-                      isReversing={reversingTitleId === titulo.id}
-                      isCanceling={cancelingTitleId === titulo.id}
-                      labels={{
-                        menu: t.has('actions.title')
-                          ? t('actions.title')
-                          : t('table.actions.srActions'),
-                        srActions: t('table.actions.srActions'),
-                        viewDetails: t('table.actions.viewDetails'),
-                        edit: t('table.actions.edit'),
-                        approve: t('table.actions.approve'),
-                        settle: t('table.actions.settle'),
-                        reverse: t('table.actions.reverse'),
-                        cancel: t('table.actions.cancel'),
-                      }}
-                      dialogs={{
-                        cancelTitle: t('dialogs.cancel.title'),
-                        cancelDescription: t('dialogs.cancel.description'),
-                        cancelButton: t('dialogs.cancel.cancel'),
-                        confirmCancelButton: t('dialogs.cancel.confirm'),
-                        reverseTitle: t('dialogs.reverse.title'),
-                        reverseDescription: t('dialogs.reverse.description'),
-                        reverseReasonLabel: t('dialogs.reverse.reasonLabel'),
-                        reverseReasonPlaceholder: t(
-                          'dialogs.reverse.reasonPlaceholder'
-                        ),
-                        reverseButton: t('dialogs.reverse.cancel'),
-                        confirmReverseButton: t('dialogs.reverse.confirm'),
-                      }}
-                      onEdit={() => setEditingTitleId(titulo.id)}
-                      onApprove={() => void handleApproveTitle(titulo.id)}
-                      onSettle={() => handleSettleTitle(titulo)}
-                      onReverse={(reason) => handleReverseTitle(titulo, reason)}
-                      onCancel={() => handleCancelTitle(titulo.id)}
-                    />
-                  </TableCell>
-                </TableRow>
-              );
-            })}
-          </TableBody>
-        </Table>
-      </div>
+                        {titulo.documento}
+                      </Link>
+                      {titulo.anexos.length > 0 && (
+                        <Button
+                          type="button"
+                          variant="ghost"
+                          size="icon"
+                          className="ml-1 inline-flex h-5 w-5 align-middle text-muted-foreground"
+                          onClick={(event) => {
+                            event.preventDefault();
+                            event.stopPropagation();
+                            const firstAttachmentId =
+                              titulo.anexosDetalhes?.[0]?.id;
+                            void handleOpenAttachment(firstAttachmentId);
+                          }}
+                          aria-label={t('table.actions.openAttachment')}
+                        >
+                          <Paperclip className="h-3 w-3" />
+                        </Button>
+                      )}
+                    </TableCell>
+                    <TableCell>{fornecedor?.nome}</TableCell>
+                    <TableCell>{titulo.competencia}</TableCell>
+                    <TableCell>
+                      {proximaParcela
+                        ? formatarData(proximaParcela.vencimento)
+                        : '-'}
+                    </TableCell>
+                    <TableCell className="text-right">
+                      <Money value={titulo.valorTotal} />
+                    </TableCell>
+                    <TableCell>{categoria?.nome}</TableCell>
+                    <TableCell>
+                      <StatusBadge status={titulo.status} />
+                    </TableCell>
+                    <TableCell>
+                      <FinanceTitleActionsMenu
+                        triggerVariant="ghost"
+                        detailHref={`/finance/accounts-payable/installments/${titulo.id}`}
+                        canEdit={canEditTitle(titulo.status)}
+                        canApprove={canApproveTitle(titulo.status)}
+                        canSettle={canSettleTitle(titulo.status)}
+                        canReverse={
+                          canReverseTitle(titulo.status) &&
+                          !!getFirstActiveSettlementId(titulo)
+                        }
+                        canCancel={canCancelTitle(titulo.status)}
+                        isApproving={approvingTitleId === titulo.id}
+                        isReversing={reversingTitleId === titulo.id}
+                        isCanceling={cancelingTitleId === titulo.id}
+                        labels={{
+                          menu: t.has('actions.title')
+                            ? t('actions.title')
+                            : t('table.actions.srActions'),
+                          srActions: t('table.actions.srActions'),
+                          viewDetails: t('table.actions.viewDetails'),
+                          edit: t('table.actions.edit'),
+                          approve: t('table.actions.approve'),
+                          settle: t('table.actions.settle'),
+                          reverse: t('table.actions.reverse'),
+                          cancel: t('table.actions.cancel'),
+                        }}
+                        dialogs={{
+                          cancelTitle: t('dialogs.cancel.title'),
+                          cancelDescription: t('dialogs.cancel.description'),
+                          cancelButton: t('dialogs.cancel.cancel'),
+                          confirmCancelButton: t('dialogs.cancel.confirm'),
+                          reverseTitle: t('dialogs.reverse.title'),
+                          reverseDescription: t('dialogs.reverse.description'),
+                          reverseReasonLabel: t('dialogs.reverse.reasonLabel'),
+                          reverseReasonPlaceholder: t(
+                            'dialogs.reverse.reasonPlaceholder'
+                          ),
+                          reverseButton: t('dialogs.reverse.cancel'),
+                          confirmReverseButton: t('dialogs.reverse.confirm'),
+                        }}
+                        onEdit={() => setEditingTitleId(titulo.id)}
+                        onApprove={() => void handleApproveTitle(titulo.id)}
+                        onSettle={() => handleSettleTitle(titulo)}
+                        onReverse={(reason) =>
+                          handleReverseTitle(titulo, reason)
+                        }
+                        onCancel={() => handleCancelTitle(titulo.id)}
+                      />
+                    </TableCell>
+                  </TableRow>
+                );
+              })}
+            </TableBody>
+          </Table>
+        </div>
+      ) : (
+        <EmptyState
+          icon={<FileText className="h-12 w-12" />}
+          title={t('empty.title')}
+          description={t('empty.description')}
+          actionLabel={t('newTitle.action')}
+          onAction={() => setIsNewTitleSheetOpen(true)}
+        />
+      )}
 
       <div className="flex items-center justify-between">
         <p className="text-sm text-muted-foreground">