@hed-hog/finance 0.0.319 → 0.0.321

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

@@ -25,6 +25,7 @@ import {
   CardHeader,
   CardTitle,
 } from '@/components/ui/card';
+import { EntityPicker } from '@/components/ui/entity-picker';
 import {
   Form,
   FormControl,
@@ -89,12 +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;
@@ -104,6 +114,8 @@ type BankAccount = {
   conta: string;
   tipo: 'corrente' | 'poupanca' | 'investimento' | 'caixa';
   logoFileId: number | null;
+  currencyId: number | null;
+  currency: Currency | null;
   saldoAtual: number;
   saldoConciliado: number;
   ativo: boolean;
@@ -130,6 +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';
@@ -184,6 +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';
@@ -221,6 +249,7 @@ function NovaContaSheet({
       tipo: '',
       descricao: '',
       logoFileId: null,
+      currencyId: null,
       dataInicial: new Date().toISOString().slice(0, 10),
       saldoInicial: 0,
     },
@@ -269,9 +298,11 @@ function NovaContaSheet({
           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]
   );
@@ -449,6 +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;
@@ -486,6 +526,7 @@ function NovaContaSheet({
               tipo: editingAccount.tipo,
               descricao: editingAccount.descricao,
               logoFileId: currentLogoFileId,
+              currencyId: editingAccount.currencyId ?? null,
               dataInicial:
                 editingAccount.dataInicial ??
                 new Date().toISOString().slice(0, 10),
@@ -514,6 +555,7 @@ function NovaContaSheet({
             tipo: '',
             descricao: '',
             logoFileId: null,
+            currencyId: null,
             dataInicial: new Date().toISOString().slice(0, 10),
             saldoInicial: 0,
           }
@@ -536,6 +578,7 @@ function NovaContaSheet({
             type: values.tipo,
             description: values.descricao?.trim() || undefined,
             logo_file_id: nextLogoFileId,
+            currency_id: values.currencyId ?? null,
             start_date: values.dataInicial || undefined,
           },
         });
@@ -550,6 +593,7 @@ 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,
           },
@@ -579,6 +623,7 @@ function NovaContaSheet({
         tipo: '',
         descricao: '',
         logoFileId: null,
+        currencyId: null,
         dataInicial: new Date().toISOString().slice(0, 10),
         saldoInicial: 0,
       });
@@ -691,37 +736,61 @@ function NovaContaSheet({
                   />
                 </div>
 
+                <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="tipo"
+                    name="saldoInicial"
                     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>
+                        <FormLabel>{t('fields.initialBalance')}</FormLabel>
+                        <FormControl>
+                          <InputMoney
+                            ref={field.ref}
+                            name={field.name}
+                            value={field.value}
+                            onBlur={field.onBlur}
+                            onValueChange={(value) =>
+                              field.onChange(value ?? 0)
+                            }
+                            placeholder="0,00"
+                            disabled={!!editingAccount}
+                          />
+                        </FormControl>
                         <FormMessage />
                       </FormItem>
                     )}
@@ -753,28 +822,54 @@ function NovaContaSheet({
                 </div>
 
                 <div className="grid gap-4 md:grid-cols-2">
-                  <FormField
-                    control={form.control}
-                    name="saldoInicial"
-                    render={({ field }) => (
-                      <FormItem>
-                        <FormLabel>{t('fields.initialBalance')}</FormLabel>
-                        <FormControl>
-                          <InputMoney
-                            ref={field.ref}
-                            name={field.name}
-                            value={field.value}
-                            onBlur={field.onBlur}
-                            onValueChange={(value) =>
-                              field.onChange(value ?? 0)
-                            }
-                            placeholder="0,00"
-                            disabled={!!editingAccount}
-                          />
-                        </FormControl>
-                        <FormMessage />
-                      </FormItem>
-                    )}
+                  <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

package/hedhog/frontend/messages/en.json

@@ -1868,5 +1868,63 @@
       },
       "empty": "No expenses found for selected filters"
     }
+  },
+  "AdminCurrenciesPage": {
+    "common": {
+      "cancel": "Cancel",
+      "save": "Save"
+    },
+    "messages": {
+      "createSuccess": "Currency created successfully",
+      "createError": "Error creating currency",
+      "updateSuccess": "Currency updated successfully",
+      "updateError": "Error updating currency",
+      "deleteSuccess": "Currency deactivated successfully",
+      "deleteError": "Error deactivating currency"
+    },
+    "header": {
+      "title": "Currencies",
+      "description": "Manage currencies used in bank accounts and financial transactions"
+    },
+    "breadcrumbs": {
+      "finance": "Finance",
+      "administration": "Administration",
+      "current": "Currencies"
+    },
+    "actions": {
+      "newCurrency": "New currency"
+    },
+    "sheet": {
+      "newTitle": "New currency",
+      "editTitle": "Edit currency",
+      "newDescription": "Register a new currency with its ISO code and symbol.",
+      "editDescription": "Update the currency information.",
+      "fields": {
+        "code": "ISO Code",
+        "codePlaceholder": "Ex.: BRL",
+        "name": "Name",
+        "namePlaceholder": "Ex.: Brazilian Real",
+        "symbol": "Symbol",
+        "symbolPlaceholder": "Ex.: R$"
+      },
+      "validation": {
+        "codeRequired": "ISO code is required",
+        "codeMaxLength": "ISO code must have at most 3 characters",
+        "nameRequired": "Name is required",
+        "symbolRequired": "Symbol is required"
+      }
+    },
+    "table": {
+      "empty": "No currencies found.",
+      "status": {
+        "active": "Active",
+        "inactive": "Inactive"
+      }
+    },
+    "deleteDialog": {
+      "title": "Deactivate currency",
+      "description": "Do you really want to deactivate this currency?",
+      "confirm": "Deactivate"
+    }
   }
 }

package/hedhog/frontend/messages/pt.json

@@ -1868,5 +1868,63 @@
       },
       "empty": "Nenhum gasto encontrado para os filtros selecionados"
     }
+  },
+  "AdminCurrenciesPage": {
+    "common": {
+      "cancel": "Cancelar",
+      "save": "Salvar"
+    },
+    "messages": {
+      "createSuccess": "Moeda cadastrada com sucesso",
+      "createError": "Erro ao cadastrar moeda",
+      "updateSuccess": "Moeda atualizada com sucesso",
+      "updateError": "Erro ao atualizar moeda",
+      "deleteSuccess": "Moeda inativada com sucesso",
+      "deleteError": "Erro ao inativar moeda"
+    },
+    "header": {
+      "title": "Moedas",
+      "description": "Gerencie as moedas utilizadas em contas bancárias e transações financeiras"
+    },
+    "breadcrumbs": {
+      "finance": "Financeiro",
+      "administration": "Administração",
+      "current": "Moedas"
+    },
+    "actions": {
+      "newCurrency": "Nova moeda"
+    },
+    "sheet": {
+      "newTitle": "Nova moeda",
+      "editTitle": "Editar moeda",
+      "newDescription": "Cadastre uma nova moeda com seu código ISO e símbolo.",
+      "editDescription": "Atualize as informações da moeda.",
+      "fields": {
+        "code": "Código ISO",
+        "codePlaceholder": "Ex.: BRL",
+        "name": "Nome",
+        "namePlaceholder": "Ex.: Real Brasileiro",
+        "symbol": "Símbolo",
+        "symbolPlaceholder": "Ex.: R$"
+      },
+      "validation": {
+        "codeRequired": "Código ISO é obrigatório",
+        "codeMaxLength": "Código ISO deve ter no máximo 3 caracteres",
+        "nameRequired": "Nome é obrigatório",
+        "symbolRequired": "Símbolo é obrigatório"
+      }
+    },
+    "table": {
+      "empty": "Nenhuma moeda encontrada.",
+      "status": {
+        "active": "Ativa",
+        "inactive": "Inativa"
+      }
+    },
+    "deleteDialog": {
+      "title": "Inativar moeda",
+      "description": "Deseja realmente inativar esta moeda?",
+      "confirm": "Inativar"
+    }
   }
 }

package/hedhog/table/bank_account.yaml

@@ -22,6 +22,13 @@ columns:
     type: varchar
     length: 34
     isNullable: true
+  - name: currency_id
+    type: fk
+    isNullable: true
+    references:
+      table: currency
+      column: id
+      onDelete: SET NULL
   - name: account_type
     type: enum
     values: [checking, savings, investment, cash, other]
@@ -42,4 +49,5 @@ indices:
   - columns: [code]
     isUnique: true
   - columns: [logo_file_id]
+  - columns: [currency_id]
   - columns: [status]

package/hedhog/table/currency.yaml

@@ -0,0 +1,21 @@
+columns:
+  - type: pk
+  - name: code
+    type: varchar
+    length: 3
+  - name: name
+    type: varchar
+    length: 100
+  - name: symbol
+    type: varchar
+    length: 10
+  - name: status
+    type: enum
+    values: [active, inactive]
+  - type: created_at
+  - type: updated_at
+
+indices:
+  - columns: [code]
+    isUnique: true
+  - columns: [status]

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@hed-hog/finance",
-  "version": "0.0.319",
+  "version": "0.0.321",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
   "dependencies": {
@@ -10,13 +10,13 @@
     "@nestjs/jwt": "^11",
     "@nestjs/mapped-types": "*",
     "@hed-hog/api": "0.0.8",
-    "@hed-hog/api-prisma": "0.0.6",
-    "@hed-hog/contact": "0.0.319",
     "@hed-hog/api-locale": "0.0.14",
-    "@hed-hog/tag": "0.0.319",
+    "@hed-hog/contact": "0.0.321",
     "@hed-hog/api-pagination": "0.0.7",
-    "@hed-hog/core": "0.0.319",
-    "@hed-hog/api-types": "0.0.1"
+    "@hed-hog/api-prisma": "0.0.6",
+    "@hed-hog/api-types": "0.0.1",
+    "@hed-hog/tag": "0.0.321",
+    "@hed-hog/core": "0.0.321"
   },
   "exports": {
     ".": {

package/src/dto/create-currency.dto.ts

@@ -0,0 +1,21 @@
+import { getLocaleText } from '@hed-hog/api-locale';
+import { IsString, Length } from 'class-validator';
+
+export class CreateCurrencyDto {
+  @IsString({
+    message: (args) => getLocaleText('validation.codeMustBeString', args.value),
+  })
+  @Length(1, 3)
+  code: string;
+
+  @IsString({
+    message: (args) => getLocaleText('validation.nameMustBeString', args.value),
+  })
+  name: string;
+
+  @IsString({
+    message: (args) =>
+      getLocaleText('validation.symbolMustBeString', args.value),
+  })
+  symbol: string;
+}

package/src/dto/update-currency.dto.ts

@@ -0,0 +1,31 @@
+import { getLocaleText } from '@hed-hog/api-locale';
+import { IsOptional, IsString, Length } from 'class-validator';
+
+export class UpdateCurrencyDto {
+  @IsOptional()
+  @IsString({
+    message: (args) => getLocaleText('validation.codeMustBeString', args.value),
+  })
+  @Length(1, 3)
+  code?: string;
+
+  @IsOptional()
+  @IsString({
+    message: (args) => getLocaleText('validation.nameMustBeString', args.value),
+  })
+  name?: string;
+
+  @IsOptional()
+  @IsString({
+    message: (args) =>
+      getLocaleText('validation.symbolMustBeString', args.value),
+  })
+  symbol?: string;
+
+  @IsOptional()
+  @IsString({
+    message: (args) =>
+      getLocaleText('validation.statusMustBeString', args.value),
+  })
+  status?: 'active' | 'inactive';
+}

package/src/finance-currencies.controller.ts

@@ -0,0 +1,44 @@
+import { Role } from '@hed-hog/api';
+import { Pagination, PaginationDTO } from '@hed-hog/api-pagination';
+import {
+    Body,
+    Controller,
+    Delete,
+    Get,
+    Param,
+    ParseIntPipe,
+    Patch,
+    Post,
+} from '@nestjs/common';
+import { CreateCurrencyDto } from './dto/create-currency.dto';
+import { UpdateCurrencyDto } from './dto/update-currency.dto';
+import { FinanceService } from './finance.service';
+
+@Role()
+@Controller('finance')
+export class FinanceCurrenciesController {
+  constructor(private readonly financeService: FinanceService) {}
+
+  @Get('currencies')
+  async listCurrencies(@Pagination() paginationParams: PaginationDTO) {
+    return this.financeService.listCurrencies(paginationParams);
+  }
+
+  @Post('currencies')
+  async createCurrency(@Body() data: CreateCurrencyDto) {
+    return this.financeService.createCurrency(data);
+  }
+
+  @Patch('currencies/:id')
+  async updateCurrency(
+    @Param('id', ParseIntPipe) id: number,
+    @Body() data: UpdateCurrencyDto,
+  ) {
+    return this.financeService.updateCurrency(id, data);
+  }
+
+  @Delete('currencies/:id')
+  async deleteCurrency(@Param('id', ParseIntPipe) id: number) {
+    return this.financeService.deleteCurrency(id);
+  }
+}

package/src/finance.module.ts

@@ -9,6 +9,7 @@ import { FinanceBankAccountsController } from './finance-bank-accounts.controlle
 import { FinanceCategoriesController } from './finance-categories.controller';
 import { FinanceCollectionsController } from './finance-collections.controller';
 import { FinanceCostCentersController } from './finance-cost-centers.controller';
+import { FinanceCurrenciesController } from './finance-currencies.controller';
 import { FinanceDataController } from './finance-data.controller';
 import { FinanceInstallmentsController } from './finance-installments.controller';
 import { FinancePeriodCloseController } from './finance-period-close.controller';
@@ -38,6 +39,7 @@ import { FinanceService } from './finance.service';
     FinanceCategoriesController,
     FinanceCollectionsController,
     FinanceCostCentersController,
+    FinanceCurrenciesController,
     FinancePeriodCloseController,
     FinanceStatementsController,
     FinanceTransfersController,