@hed-hog/finance 0.0.318 → 0.0.321

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

@@ -1,6 +1,11 @@
 'use client';
 
-import { EmptyState, Page, PageHeader } from '@/components/entity-list';
+import {
+  EmptyState,
+  Page,
+  PageHeader,
+  PaginationFooter,
+} from '@/components/entity-list';
 import {
   AlertDialog,
   AlertDialogAction,
@@ -20,6 +25,7 @@ import {
   CardHeader,
   CardTitle,
 } from '@/components/ui/card';
+import { EntityPicker } from '@/components/ui/entity-picker';
 import {
   Form,
   FormControl,
@@ -84,11 +90,21 @@ const bankAccountFormSchema = z.object({
   tipo: z.string().min(1, 'Tipo é obrigatório'),
   descricao: z.string().optional(),
   logoFileId: z.number().int().nullable().optional(),
+  currencyId: z.number().int().nullable().optional(),
+  dataInicial: z.string().optional(),
   saldoInicial: z.number().min(0, 'Saldo inicial inválido'),
 });
 
 type BankAccountFormValues = z.infer<typeof bankAccountFormSchema>;
 
+type Currency = {
+  id: string;
+  code: string;
+  name: string;
+  symbol: string;
+  ativo: boolean;
+};
+
 type BankAccount = {
   id: string;
   codigo: string;
@@ -98,9 +114,22 @@ type BankAccount = {
   conta: string;
   tipo: 'corrente' | 'poupanca' | 'investimento' | 'caixa';
   logoFileId: number | null;
+  currencyId: number | null;
+  currency: Currency | null;
   saldoAtual: number;
   saldoConciliado: number;
   ativo: boolean;
+  dataInicial: string | null;
+};
+
+type PaginatedBankAccountsResponse = {
+  data: BankAccount[];
+  total: number;
+  page: number;
+  pageSize: number;
+  prev: number | null;
+  next: number | null;
+  lastPage: number;
 };
 
 type UploadedFilePayload = {
@@ -113,6 +142,7 @@ type BankAccountDraftPayload = {
   values: BankAccountFormValues;
   logoFileId: number | null;
   logoPreviewUrl: string | null;
+  currencyId: number | null;
 };
 
 const BANK_ACCOUNT_FORM_DRAFT_STORAGE_KEY = 'finance-bank-account-form-draft';
@@ -167,6 +197,21 @@ function NovaContaSheet({
   const { request, showToastHandler, currentLocaleCode, getSettingValue } =
     useApp();
 
+  const { data: currenciesData, refetch: refetchCurrencies } = useQuery<
+    Currency[]
+  >({
+    queryKey: ['finance-currencies-for-select'],
+    queryFn: async () => {
+      const response = await request({
+        url: '/finance/currencies',
+        method: 'GET',
+      });
+      return (response.data || []) as Currency[];
+    },
+    placeholderData: [],
+  });
+  const currencies = currenciesData || [];
+
   const createSuccessMessage = t.has('messages.createSuccess')
     ? t('messages.createSuccess')
     : 'Conta bancária cadastrada com sucesso';
@@ -204,6 +249,8 @@ function NovaContaSheet({
       tipo: '',
       descricao: '',
       logoFileId: null,
+      currencyId: null,
+      dataInicial: new Date().toISOString().slice(0, 10),
       saldoInicial: 0,
     },
   });
@@ -228,6 +275,8 @@ function NovaContaSheet({
         (watchedFormValues.conta ?? '').trim() ||
         (watchedFormValues.tipo ?? '').trim() ||
         (watchedFormValues.descricao ?? '').trim() ||
+        (watchedFormValues.dataInicial ?? '').trim() !==
+          new Date().toISOString().slice(0, 10) ||
         (watchedFormValues.saldoInicial ?? 0) > 0 ||
         logoFileId != null
       ),
@@ -245,10 +294,15 @@ function NovaContaSheet({
         tipo: watchedFormValues.tipo ?? '',
         descricao: watchedFormValues.descricao ?? '',
         logoFileId: logoFileId ?? null,
+        dataInicial:
+          watchedFormValues.dataInicial ||
+          new Date().toISOString().slice(0, 10),
         saldoInicial: watchedFormValues.saldoInicial ?? 0,
+        currencyId: watchedFormValues.currencyId ?? null,
       },
       logoFileId: logoFileId ?? null,
       logoPreviewUrl,
+      currencyId: watchedFormValues.currencyId ?? null,
     }),
     [editingAccount, logoFileId, logoPreviewUrl, watchedFormValues]
   );
@@ -426,6 +480,15 @@ function NovaContaSheet({
     showToastHandler?.('success', logoRemoveSuccessMessage);
   };
 
+  useEffect(() => {
+    if (!open || !editingAccount) {
+      const brlCurrency = currencies.find((c) => c.code === 'BRL');
+      if (brlCurrency && open) {
+        form.setValue('currencyId', Number(brlCurrency.id));
+      }
+    }
+  }, [currencies, open, editingAccount, form]);
+
   useEffect(() => {
     if (!open) {
       return;
@@ -463,6 +526,10 @@ function NovaContaSheet({
               tipo: editingAccount.tipo,
               descricao: editingAccount.descricao,
               logoFileId: currentLogoFileId,
+              currencyId: editingAccount.currencyId ?? null,
+              dataInicial:
+                editingAccount.dataInicial ??
+                new Date().toISOString().slice(0, 10),
               saldoInicial: editingAccount.saldoAtual,
             }
       );
@@ -488,6 +555,8 @@ function NovaContaSheet({
             tipo: '',
             descricao: '',
             logoFileId: null,
+            currencyId: null,
+            dataInicial: new Date().toISOString().slice(0, 10),
             saldoInicial: 0,
           }
     );
@@ -509,6 +578,8 @@ function NovaContaSheet({
             type: values.tipo,
             description: values.descricao?.trim() || undefined,
             logo_file_id: nextLogoFileId,
+            currency_id: values.currencyId ?? null,
+            start_date: values.dataInicial || undefined,
           },
         });
       } else {
@@ -522,6 +593,8 @@ function NovaContaSheet({
             type: values.tipo,
             description: values.descricao?.trim() || undefined,
             logo_file_id: nextLogoFileId,
+            currency_id: values.currencyId ?? null,
+            start_date: values.dataInicial || undefined,
             initial_balance: values.saldoInicial,
           },
         });
@@ -550,6 +623,8 @@ function NovaContaSheet({
         tipo: '',
         descricao: '',
         logoFileId: null,
+        currencyId: null,
+        dataInicial: new Date().toISOString().slice(0, 10),
         saldoInicial: 0,
       });
       onOpenChange(false);
@@ -661,42 +736,42 @@ function NovaContaSheet({
                   />
                 </div>
 
-                <div className="grid gap-4 md:grid-cols-2">
-                  <FormField
-                    control={form.control}
-                    name="tipo"
-                    render={({ field }) => (
-                      <FormItem>
-                        <FormLabel>{t('fields.type')}</FormLabel>
-                        <Select
-                          value={field.value}
-                          onValueChange={field.onChange}
-                        >
-                          <FormControl>
-                            <SelectTrigger className="w-full">
-                              <SelectValue placeholder={t('common.select')} />
-                            </SelectTrigger>
-                          </FormControl>
-                          <SelectContent>
-                            <SelectItem value="corrente">
-                              {t('types.corrente')}
-                            </SelectItem>
-                            <SelectItem value="poupanca">
-                              {t('types.poupanca')}
-                            </SelectItem>
-                            <SelectItem value="investimento">
-                              {t('types.investimento')}
-                            </SelectItem>
-                            <SelectItem value="caixa">
-                              {t('types.caixa')}
-                            </SelectItem>
-                          </SelectContent>
-                        </Select>
-                        <FormMessage />
-                      </FormItem>
-                    )}
-                  />
+                <FormField
+                  control={form.control}
+                  name="tipo"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel>{t('fields.type')}</FormLabel>
+                      <Select
+                        value={field.value}
+                        onValueChange={field.onChange}
+                      >
+                        <FormControl>
+                          <SelectTrigger className="w-full">
+                            <SelectValue placeholder={t('common.select')} />
+                          </SelectTrigger>
+                        </FormControl>
+                        <SelectContent>
+                          <SelectItem value="corrente">
+                            {t('types.corrente')}
+                          </SelectItem>
+                          <SelectItem value="poupanca">
+                            {t('types.poupanca')}
+                          </SelectItem>
+                          <SelectItem value="investimento">
+                            {t('types.investimento')}
+                          </SelectItem>
+                          <SelectItem value="caixa">
+                            {t('types.caixa')}
+                          </SelectItem>
+                        </SelectContent>
+                      </Select>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
 
+                <div className="grid gap-4 md:grid-cols-2">
                   <FormField
                     control={form.control}
                     name="saldoInicial"
@@ -720,25 +795,101 @@ function NovaContaSheet({
                       </FormItem>
                     )}
                   />
+
+                  <FormField
+                    control={form.control}
+                    name="dataInicial"
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel>Data inicial</FormLabel>
+                        <FormControl>
+                          <Input
+                            type="date"
+                            {...field}
+                            onChange={(e) =>
+                              field.onChange(
+                                e.target.value ||
+                                  new Date().toISOString().slice(0, 10)
+                              )
+                            }
+                            disabled={!!editingAccount}
+                          />
+                        </FormControl>
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
                 </div>
 
-                <FormField
-                  control={form.control}
-                  name="descricao"
-                  render={({ field }) => (
-                    <FormItem>
-                      <FormLabel>{t('fields.description')}</FormLabel>
-                      <FormControl>
-                        <Input
-                          placeholder={t('fields.descriptionPlaceholder')}
-                          {...field}
-                          value={field.value || ''}
-                        />
-                      </FormControl>
-                      <FormMessage />
-                    </FormItem>
-                  )}
-                />
+                <div className="grid gap-4 md:grid-cols-2">
+                  <EntityPicker<Currency>
+                    form={form as never}
+                    name="currencyId"
+                    label="Moeda"
+                    placeholder="Selecione uma moeda"
+                    searchPlaceholder="Buscar moeda..."
+                    entityLabel="moeda"
+                    valueType="number"
+                    clearable
+                    options={currencies}
+                    getOptionValue={(c) => c.id}
+                    getOptionLabel={(c) => `${c.symbol} ${c.code} — ${c.name}`}
+                    createTitle="Nova moeda"
+                    createDescription="Cadastre uma nova moeda para usar nas contas bancárias."
+                    mapSearchToCreateValues={(s) => ({ code: s.toUpperCase() })}
+                    createFields={[
+                      {
+                        name: 'code',
+                        label: 'Código ISO',
+                        placeholder: 'Ex.: BRL',
+                        required: true,
+                      },
+                      {
+                        name: 'name',
+                        label: 'Nome',
+                        placeholder: 'Ex.: Real Brasileiro',
+                        required: true,
+                      },
+                      {
+                        name: 'symbol',
+                        label: 'Símbolo',
+                        placeholder: 'Ex.: R$',
+                        required: true,
+                      },
+                    ]}
+                    onCreate={async (values) => {
+                      const response = await request({
+                        url: '/finance/currencies',
+                        method: 'POST',
+                        data: {
+                          code: (values.code ?? '').toUpperCase(),
+                          name: values.name,
+                          symbol: values.symbol,
+                        },
+                      });
+                      void refetchCurrencies();
+                      return response.data as Currency;
+                    }}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name="descricao"
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel>{t('fields.description')}</FormLabel>
+                        <FormControl>
+                          <Input
+                            placeholder={t('fields.descriptionPlaceholder')}
+                            {...field}
+                            value={field.value || ''}
+                          />
+                        </FormControl>
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+                </div>
               </FinanceSheetSection>
 
               <FinanceSheetSection
@@ -862,19 +1013,34 @@ export default function ContasBancariasPage() {
   const [accountIdToDelete, setAccountIdToDelete] = useState<string | null>(
     null
   );
-  const { data: contasBancarias, refetch } = useQuery<BankAccount[]>({
-    queryKey: ['finance-bank-accounts', currentLocaleCode],
-    queryFn: async () => {
-      const response = await request({
-        url: '/finance/bank-accounts',
-        method: 'GET',
-      });
+  const [page, setPage] = useState(1);
+  const pageSize = 9;
+  const { data: contasBancarias, refetch } =
+    useQuery<PaginatedBankAccountsResponse>({
+      queryKey: ['finance-bank-accounts', currentLocaleCode, page, pageSize],
+      queryFn: async () => {
+        const response = await request({
+          url: '/finance/bank-accounts',
+          method: 'GET',
+          params: {
+            page,
+            pageSize,
+          },
+        });
 
-      return (response.data || []) as BankAccount[];
-    },
-    placeholderData: [],
-  });
-  const accounts = contasBancarias ?? [];
+        return (response.data || {
+          data: [],
+          total: 0,
+          page,
+          pageSize,
+          prev: null,
+          next: null,
+          lastPage: 1,
+        }) as PaginatedBankAccountsResponse;
+      },
+      placeholderData: (old) => old,
+    });
+  const accounts = contasBancarias?.data ?? [];
 
   const tipoConfig = {
     corrente: { label: t('types.corrente'), icon: Building2 },
@@ -1159,6 +1325,18 @@ export default function ContasBancariasPage() {
             onAction={handleCreate}
           />
         )}
+        {accounts.length > 0 ? (
+          <div className="border-t border-border/50 px-4 py-4 sm:px-6">
+            <PaginationFooter
+              currentPage={page}
+              pageSize={pageSize}
+              totalItems={contasBancarias?.total || 0}
+              onPageChange={setPage}
+              onPageSizeChange={() => undefined}
+              pageSizeOptions={[9]}
+            />
+          </div>
+        ) : null}
       </FinancePageSection>
     </Page>
   );

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

@@ -388,9 +388,20 @@ export default function ConciliacaoPage() {
       const response = await request({
         url: '/finance/bank-accounts',
         method: 'GET',
+        params: {
+          page: 1,
+          pageSize: 100,
+        },
       });
 
-      return (response?.data || []) as BankAccount[];
+      const payload = response?.data as
+        | { data?: BankAccount[] }
+        | BankAccount[]
+        | undefined;
+
+      return (
+        Array.isArray(payload) ? payload : payload?.data || []
+      ) as BankAccount[];
     },
   });
 
@@ -437,11 +448,22 @@ export default function ConciliacaoPage() {
       }
 
       const response = await request({
-        url: `/finance/statements?bank_account_id=${activeContaFilter}`,
+        url: '/finance/statements',
         method: 'GET',
+        params: {
+          bank_account_id: activeContaFilter,
+          page: 1,
+          pageSize: 500,
+        },
       });
 
-      return (response?.data || []) as Statement[];
+      const payload = response?.data as
+        | { data?: Statement[] }
+        | Statement[]
+        | undefined;
+      return (
+        Array.isArray(payload) ? payload : payload?.data || []
+      ) as Statement[];
     },
   });