@hed-hog/finance 0.0.299 → 0.0.301

package/hedhog/data/dashboard.yaml

@@ -0,0 +1,6 @@
+- slug: finance-overview
+  icon: badge-dollar-sign
+  is_template: true
+  name:
+    en: Finance Overview
+    pt: Visão Financeira

package/hedhog/data/dashboard_component.yaml

@@ -1,7 +1,7 @@
 - slug: cash-balance-kpi
   library_slug: finance
   width: 2
-  height: 2
+  height: 1
   name:
     en: Cash Balance
     pt: Saldo em Caixa
@@ -12,7 +12,7 @@
 - slug: payable-30d-kpi
   library_slug: finance
   width: 2
-  height: 2
+  height: 1
   name:
     en: Payables 30 Days
     pt: A Pagar 30 Dias
@@ -23,7 +23,7 @@
 - slug: receivable-30d-kpi
   library_slug: finance
   width: 2
-  height: 2
+  height: 1
   name:
     en: Receivables 30 Days
     pt: A Receber 30 Dias
@@ -34,54 +34,109 @@
 - slug: default-kpi
   library_slug: finance
   width: 2
-  height: 2
+  height: 1
   name:
     en: Default Amount
-    pt: Inadimplencia
+    pt: Inadimplência
   description:
     en: Shows the current default amount.
-    pt: Mostra o valor atual de inadimplencia.
+    pt: Mostra o valor atual de inadimplência.
+
+- slug: pending-approvals-kpi
+  library_slug: finance
+  width: 2
+  height: 1
+  name:
+    en: Pending Approvals KPI
+    pt: KPI de Aprovações Pendentes
+  description:
+    en: Shows the current pending approval queue and total value awaiting review.
+    pt: Mostra a fila atual de aprovações pendentes e o valor total aguardando análise.
+
+- slug: pending-reconciliation-kpi
+  library_slug: finance
+  width: 2
+  height: 1
+  name:
+    en: Pending Reconciliation KPI
+    pt: KPI de Conciliação Pendente
+  description:
+    en: Shows the volume of bank statements still pending reconciliation.
+    pt: Mostra o volume de extratos bancários ainda pendentes de conciliação.
 
 - slug: cash-flow-chart
   library_slug: finance
   width: 6
-  height: 5
+  height: 6
   name:
     en: Cash Flow Chart
-    pt: Grafico de Fluxo de Caixa
+    pt: Gráfico de Fluxo de Caixa
   description:
     en: Compares predicted and realized cash flow.
     pt: Compara o fluxo de caixa previsto e realizado.
 
 - slug: financial-alerts
   library_slug: finance
-  width: 3
-  height: 4
+  width: 6
+  height: 3
   name:
     en: Financial Alerts
     pt: Alertas Financeiros
   description:
     en: Highlights overdue items, pending reconciliation and open period.
-    pt: Destaca titulos vencidos, conciliacao pendente e periodo aberto.
+    pt: Destaca títulos vencidos, conciliação pendente e período aberto.
+
+- slug: bank-reconciliation-status
+  library_slug: finance
+  width: 6
+  height: 3
+  name:
+    en: Bank Reconciliation Status
+    pt: Status de Conciliação Bancária
+  description:
+    en: Summarizes pending reconciliation and cash differences across bank accounts.
+    pt: Resume conciliações pendentes e diferenças de saldo entre as contas bancárias.
 
 - slug: upcoming-payable
   library_slug: finance
-  width: 3
+  width: 4
   height: 4
   name:
     en: Upcoming Payables
-    pt: Proximos A Pagar
+    pt: Próximos A Pagar
   description:
     en: Lists upcoming payable due dates.
-    pt: Lista os proximos vencimentos a pagar.
+    pt: Lista os próximos vencimentos a pagar.
 
 - slug: upcoming-receivable
   library_slug: finance
-  width: 3
+  width: 4
   height: 4
   name:
     en: Upcoming Receivables
-    pt: Proximos A Receber
+    pt: Próximos A Receber
   description:
     en: Lists upcoming receivable due dates.
-    pt: Lista os proximos vencimentos a receber.
+    pt: Lista os próximos vencimentos a receber.
+
+- slug: pending-approvals-list
+  library_slug: finance
+  width: 4
+  height: 4
+  name:
+    en: Pending Approvals List
+    pt: Lista de Aprovações Pendentes
+  description:
+    en: Shows the most recent financial approvals waiting for action.
+    pt: Mostra as aprovações financeiras mais recentes aguardando ação.
+
+- slug: receivable-aging-analysis
+  library_slug: finance
+  width: 12
+  height: 3
+  name:
+    en: Receivable Aging Analysis
+    pt: Análise de Aging do Recebível
+  description:
+    en: Breaks down overdue receivables by aging range.
+    pt: Detalha os recebíveis em atraso por faixa de vencimento.

package/hedhog/data/dashboard_component_role.yaml

@@ -43,6 +43,36 @@
 - component_id:
     where:
       slug: upcoming-receivable
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: pending-approvals-kpi
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: pending-reconciliation-kpi
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: bank-reconciliation-status
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: pending-approvals-list
+  role_id:
+    where:
+      slug: admin-finance
+- component_id:
+    where:
+      slug: receivable-aging-analysis
   role_id:
     where:
       slug: admin-finance

package/hedhog/data/dashboard_item.yaml

@@ -0,0 +1,155 @@
+- component_id:
+    where:
+      slug: cash-balance-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 0
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: payable-30d-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 2
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: receivable-30d-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 4
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: default-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 6
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: pending-approvals-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 8
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: pending-reconciliation-kpi
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 2
+  height: 1
+  x_axis: 10
+  y_axis: 0
+
+- component_id:
+    where:
+      slug: cash-flow-chart
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 6
+  height: 6
+  x_axis: 0
+  y_axis: 1
+
+- component_id:
+    where:
+      slug: financial-alerts
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 6
+  height: 3
+  x_axis: 6
+  y_axis: 1
+
+- component_id:
+    where:
+      slug: bank-reconciliation-status
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 6
+  height: 3
+  x_axis: 6
+  y_axis: 4
+
+- component_id:
+    where:
+      slug: upcoming-payable
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 4
+  height: 4
+  x_axis: 0
+  y_axis: 7
+
+- component_id:
+    where:
+      slug: upcoming-receivable
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 4
+  height: 4
+  x_axis: 4
+  y_axis: 7
+
+- component_id:
+    where:
+      slug: pending-approvals-list
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 4
+  height: 4
+  x_axis: 8
+  y_axis: 7
+
+- component_id:
+    where:
+      slug: receivable-aging-analysis
+      library_slug: finance
+  dashboard_id:
+    where:
+      slug: finance-overview
+  width: 12
+  height: 3
+  x_axis: 0
+  y_axis: 11

package/hedhog/data/dashboard_role.yaml

@@ -0,0 +1,6 @@
+- dashboard_id:
+    where:
+      slug: finance-overview
+  role_id:
+    where:
+      slug: admin-finance

package/hedhog/data/role_menu.yaml

@@ -0,0 +1,6 @@
+- role_id:
+    where:
+      slug: admin-finance
+  menu_id:
+    where:
+      slug: /

package/hedhog/data/role_route.yaml

@@ -0,0 +1,127 @@
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/home
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/access/:slug
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/user-dashboards
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/templates
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard
+      method: POST
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug
+      method: PATCH
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug/home
+      method: POST
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug
+      method: DELETE
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug/shares
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug/share
+      method: POST
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/dashboard/:slug/share/:sharedUserId
+      method: DELETE
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/shareable-users/:slug
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/layout/:slug
+      method: GET
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/layout/:slug
+      method: POST
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/widget/:slug
+      method: POST
+
+- role_id:
+    where:
+      slug: admin-finance
+  route_id:
+    where:
+      url: /dashboard-core/widget/:slug/:widgetId
+      method: DELETE

package/hedhog/frontend/app/_components/finance-layout.tsx.ejs

@@ -0,0 +1,108 @@
+'use client';
+
+import {
+  Card,
+  CardContent,
+  CardDescription,
+  CardHeader,
+  CardTitle,
+} from '@/components/ui/card';
+import { cn } from '@/lib/utils';
+import type { ReactNode } from 'react';
+
+type FinancePageSectionProps = {
+  title?: ReactNode;
+  description?: ReactNode;
+  actions?: ReactNode;
+  children: ReactNode;
+  className?: string;
+  contentClassName?: string;
+};
+
+export function FinancePageSection({
+  title,
+  description,
+  actions,
+  children,
+  className,
+  contentClassName,
+}: FinancePageSectionProps) {
+  const hasHeader = title || description || actions;
+
+  return (
+    <Card
+      className={cn(
+        'overflow-hidden border-border/60 py-0 shadow-sm',
+        className
+      )}
+    >
+      {hasHeader ? (
+        <CardHeader className="flex flex-col gap-3 border-b border-border/50 px-5 py-4 sm:flex-row sm:items-start sm:justify-between">
+          <div className="space-y-1">
+            {title ? (
+              <CardTitle className="text-base">{title}</CardTitle>
+            ) : null}
+            {description ? (
+              <CardDescription>{description}</CardDescription>
+            ) : null}
+          </div>
+          {actions ? <div className="shrink-0">{actions}</div> : null}
+        </CardHeader>
+      ) : null}
+      <CardContent className={cn('p-0', contentClassName)}>
+        {children}
+      </CardContent>
+    </Card>
+  );
+}
+
+type FinanceSheetBodyProps = {
+  children: ReactNode;
+  className?: string;
+};
+
+export function FinanceSheetBody({
+  children,
+  className,
+}: FinanceSheetBodyProps) {
+  return (
+    <div
+      className={cn(
+        'flex-1 space-y-5 overflow-y-auto px-4 py-4 sm:px-6 sm:py-5',
+        className
+      )}
+    >
+      {children}
+    </div>
+  );
+}
+
+type FinanceSheetSectionProps = {
+  title: ReactNode;
+  description?: ReactNode;
+  children: ReactNode;
+  className?: string;
+  contentClassName?: string;
+};
+
+export function FinanceSheetSection({
+  title,
+  description,
+  children,
+  className,
+  contentClassName,
+}: FinanceSheetSectionProps) {
+  return (
+    <section className={cn('', className)}>
+      <div className="mb-4 space-y-1">
+        <h3 className="text-sm font-semibold text-foreground">{title}</h3>
+        {description ? (
+          <p className="text-sm leading-relaxed text-muted-foreground">
+            {description}
+          </p>
+        ) : null}
+      </div>
+      <div className={cn('space-y-4', contentClassName)}>{children}</div>
+    </section>
+  );
+}