feat(#19): registro manual de transações e recorrências fixas

Adiciona CRUD manual de transações (income/expense) com filtro mensal, CRUD de
recorrências fixas com verificação mensal de cobertura (±10% por categoria),
endpoint de ignore/unignore e telas Vue para Transações e Configurações.

Co-Authored-By: Claude Sonnet 4.6 <[email protected]>
This commit is contained in:
2026-05-26 20:26:48 -03:00
co-authored by Claude Sonnet 4.6
parent 83dff2de78
commit 12e8500827
17 changed files with 1351 additions and 8 deletions
+2
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@@ -7,7 +7,9 @@
<nav class="app-nav">
<RouterLink to="/">Início</RouterLink>
<RouterLink to="/categorias">Categorias</RouterLink>
<RouterLink to="/transacoes">Transações</RouterLink>
<RouterLink to="/importar">Importar</RouterLink>
<RouterLink to="/configuracoes">Configurações</RouterLink>
</nav>
</header>
<RouterView />
+10
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@@ -19,6 +19,16 @@ const router = createRouter({
name: 'import',
component: () => import('../views/ImportView.vue'),
},
{
path: '/transacoes',
name: 'transactions',
component: () => import('../views/TransactionsView.vue'),
},
{
path: '/configuracoes',
name: 'settings',
component: () => import('../views/SettingsView.vue'),
},
],
})
+81
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@@ -0,0 +1,81 @@
import { defineStore } from 'pinia'
import { ref } from 'vue'
import { api } from '@/services/api'
import type { Category } from './categories'
export interface RecurringExpense {
id: number
name: string
expected_amount: number
day_of_month: number
category_id: number | null
active: boolean
created_at: string
updated_at: string
}
export interface RecurringStatus extends RecurringExpense {
covered: boolean
ignored: boolean
reason?: string
}
export const useRecurringStore = defineStore('recurring', () => {
const items = ref<RecurringExpense[]>([])
const monthlyStatus = ref<RecurringStatus[]>([])
const loading = ref(false)
const error = ref<string | null>(null)
async function fetchAll() {
loading.value = true
error.value = null
try {
items.value = await api.get<RecurringExpense[]>('/recurring')
} catch (e: any) {
error.value = e.message
} finally {
loading.value = false
}
}
async function fetchMonthlyStatus(month: string) {
try {
monthlyStatus.value = await api.get<RecurringStatus[]>(`/recurring/status?month=${month}`)
} catch {
monthlyStatus.value = []
}
}
async function create(input: Omit<RecurringExpense, 'id' | 'active' | 'created_at' | 'updated_at'>) {
const item = await api.post<RecurringExpense>('/recurring', input)
items.value.push(item)
return item
}
async function update(id: number, input: Omit<RecurringExpense, 'id' | 'active' | 'created_at' | 'updated_at'>) {
const item = await api.put<RecurringExpense>(`/recurring/${id}`, input)
const idx = items.value.findIndex((x) => x.id === id)
if (idx !== -1) items.value[idx] = item
return item
}
async function remove(id: number) {
await api.delete(`/recurring/${id}`)
items.value = items.value.filter((x) => x.id !== id)
}
async function ignore(id: number, month: string, reason: string) {
await api.post(`/recurring/${id}/ignore`, { month, reason })
await fetchMonthlyStatus(month)
}
async function unignore(id: number, month: string) {
await api.delete(`/recurring/${id}/ignore?month=${month}`)
await fetchMonthlyStatus(month)
}
const pendingCount = (month: string) =>
monthlyStatus.value.filter((s) => !s.covered).length
return { items, monthlyStatus, loading, error, fetchAll, fetchMonthlyStatus, create, update, remove, ignore, unignore, pendingCount }
})
+62
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@@ -0,0 +1,62 @@
import { defineStore } from 'pinia'
import { ref } from 'vue'
import { api } from '@/services/api'
export interface Transaction {
id: number
date: string
amount: number
description: string
type: 'income' | 'expense'
source: 'manual' | 'import'
category_id: number | null
created_at: string
updated_at: string
}
export interface TransactionInput {
date: string
amount: number
description: string
type: 'income' | 'expense'
category_id: number | null
}
export const useTransactionsStore = defineStore('transactions', () => {
const transactions = ref<Transaction[]>([])
const loading = ref(false)
const error = ref<string | null>(null)
async function fetchAll(month?: string) {
loading.value = true
error.value = null
try {
const q = month ? `?month=${month}` : ''
transactions.value = await api.get<Transaction[]>(`/transactions${q}`)
} catch (e: any) {
error.value = e.message
} finally {
loading.value = false
}
}
async function create(input: TransactionInput) {
const t = await api.post<Transaction>('/transactions', input)
transactions.value.unshift(t)
return t
}
async function update(id: number, input: TransactionInput) {
const t = await api.put<Transaction>(`/transactions/${id}`, input)
const idx = transactions.value.findIndex((x) => x.id === id)
if (idx !== -1) transactions.value[idx] = t
return t
}
async function remove(id: number) {
await api.delete(`/transactions/${id}`)
transactions.value = transactions.value.filter((x) => x.id !== id)
}
return { transactions, loading, error, fetchAll, create, update, remove }
})
+138
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@@ -0,0 +1,138 @@
<script setup lang="ts">
import { ref, onMounted } from 'vue'
import { useRecurringStore } from '@/stores/recurring'
import { useCategoriesStore } from '@/stores/categories'
const store = useRecurringStore()
const catStore = useCategoriesStore()
onMounted(() => {
store.fetchAll()
catStore.fetchAll()
})
const blank = () => ({ name: '', expected_amount: 0, day_of_month: 1, category_id: null as number | null })
const form = ref(blank())
const editId = ref<number | null>(null)
const amountRaw = ref('')
const formError = ref<string | null>(null)
function parseAmount(s: string) {
return parseFloat(s.replace(/\./g, '').replace(',', '.')) || 0
}
function startEdit(id: number) {
const item = store.items.find((x) => x.id === id)
if (!item) return
editId.value = id
form.value = { name: item.name, expected_amount: item.expected_amount, day_of_month: item.day_of_month, category_id: item.category_id }
amountRaw.value = item.expected_amount.toLocaleString('pt-BR', { minimumFractionDigits: 2 })
formError.value = null
}
function cancelEdit() {
editId.value = null
form.value = blank()
amountRaw.value = ''
formError.value = null
}
async function submit() {
formError.value = null
form.value.expected_amount = parseAmount(amountRaw.value)
try {
if (editId.value !== null) {
await store.update(editId.value, form.value)
cancelEdit()
} else {
await store.create(form.value)
form.value = blank()
amountRaw.value = ''
}
} catch (e: any) {
formError.value = e.message
}
}
async function remove(id: number, name: string) {
if (!confirm(`Excluir recorrência "${name}"?`)) return
await store.remove(id)
}
function catName(id: number | null) {
if (!id) return '—'
return catStore.categories.find((c) => c.id === id)?.name ?? '—'
}
function fmt(v: number) {
return v.toLocaleString('pt-BR', { style: 'currency', currency: 'BRL' })
}
</script>
<template>
<div class="page">
<h1>Configurações Recorrências</h1>
<form class="form-card" @submit.prevent="submit">
<h2>{{ editId !== null ? 'Editar recorrência' : 'Nova recorrência' }}</h2>
<div class="form-row">
<input v-model="form.name" placeholder="Nome (ex: Netflix)" required class="input-name" />
<input v-model="amountRaw" placeholder="55,90" required class="input-sm input-amount" />
<input type="number" v-model.number="form.day_of_month" min="1" max="31" class="input-sm input-day" placeholder="Dia" />
<select v-model="form.category_id" class="input-sm">
<option :value="null">Sem categoria</option>
<option v-for="c in catStore.categories" :key="c.id" :value="c.id">{{ c.name }}</option>
</select>
</div>
<p v-if="formError" class="form-error">{{ formError }}</p>
<div class="form-actions">
<button type="submit" class="btn btn-primary">{{ editId !== null ? 'Salvar' : 'Adicionar' }}</button>
<button v-if="editId !== null" type="button" class="btn btn-ghost" @click="cancelEdit">Cancelar</button>
</div>
</form>
<p v-if="store.loading">Carregando</p>
<ul v-else class="recurring-list">
<li v-for="item in store.items" :key="item.id" class="recurring-item" :class="{ editing: editId === item.id }">
<div class="item-info">
<strong>{{ item.name }}</strong>
<span class="item-meta">
Todo dia {{ item.day_of_month }} · {{ fmt(item.expected_amount) }} · {{ catName(item.category_id) }}
</span>
</div>
<div class="item-actions">
<button class="btn btn-sm" @click="startEdit(item.id)">Editar</button>
<button class="btn btn-sm btn-danger" @click="remove(item.id, item.name)">Excluir</button>
</div>
</li>
<li v-if="store.items.length === 0" class="empty">Nenhuma recorrência cadastrada</li>
</ul>
</div>
</template>
<style scoped>
.page { max-width: 640px; margin: 0 auto; padding: 1.5rem 1rem; font-family: sans-serif; }
h1 { font-size: 1.5rem; margin-bottom: 1.25rem; }
h2 { font-size: 0.95rem; font-weight: 600; margin: 0 0 0.75rem; }
.form-card { background: #f9fafb; border: 1px solid #e5e7eb; border-radius: 8px; padding: 1rem; margin-bottom: 1.5rem; }
.form-row { display: flex; gap: 0.5rem; flex-wrap: wrap; align-items: center; }
.input-name { flex: 1; min-width: 150px; padding: 0.45rem 0.6rem; border: 1px solid #d1d5db; border-radius: 6px; font-size: 0.875rem; }
.input-sm { padding: 0.45rem 0.6rem; border: 1px solid #d1d5db; border-radius: 6px; font-size: 0.875rem; }
.input-amount { width: 90px; }
.input-day { width: 60px; }
.form-error { color: #dc2626; font-size: 0.875rem; margin: 0.5rem 0 0; }
.form-actions { margin-top: 0.75rem; display: flex; gap: 0.5rem; }
.btn { padding: 0.4rem 1rem; border: 1px solid #d1d5db; border-radius: 6px; cursor: pointer; font-size: 0.875rem; background: #fff; }
.btn-primary { background: #4f46e5; color: #fff; border-color: #4f46e5; }
.btn-ghost { background: transparent; }
.btn-sm { padding: 0.25rem 0.6rem; }
.btn-danger { color: #dc2626; border-color: #fca5a5; }
.recurring-list { list-style: none; padding: 0; margin: 0; display: flex; flex-direction: column; gap: 0.5rem; }
.recurring-item { display: flex; align-items: center; justify-content: space-between; padding: 0.75rem; border: 1px solid #e5e7eb; border-radius: 8px; background: #fff; flex-wrap: wrap; gap: 0.5rem; }
.recurring-item.editing { border-color: #4f46e5; box-shadow: 0 0 0 2px #e0e7ff; }
.item-info { display: flex; flex-direction: column; gap: 0.2rem; }
.item-meta { font-size: 0.8rem; color: #6b7280; }
.item-actions { display: flex; gap: 0.4rem; }
.empty { color: #9ca3af; text-align: center; padding: 2rem; }
</style>
+202
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@@ -0,0 +1,202 @@
<script setup lang="ts">
import { ref, computed, onMounted } from 'vue'
import { useTransactionsStore, type TransactionInput } from '@/stores/transactions'
import { useCategoriesStore } from '@/stores/categories'
const store = useTransactionsStore()
const catStore = useCategoriesStore()
const currentMonth = ref(new Date().toISOString().slice(0, 7))
onMounted(() => {
store.fetchAll(currentMonth.value)
catStore.fetchAll()
})
function changeMonth(delta: number) {
const [y, m] = currentMonth.value.split('-').map(Number)
const d = new Date(y, m - 1 + delta, 1)
currentMonth.value = d.toISOString().slice(0, 7)
store.fetchAll(currentMonth.value)
}
const blank = (): TransactionInput => ({
date: new Date().toISOString().slice(0, 10),
amount: 0,
description: '',
type: 'expense',
category_id: null,
})
const form = ref(blank())
const editId = ref<number | null>(null)
const formError = ref<string | null>(null)
const amountRaw = ref('')
function parseAmount(s: string): number {
return parseFloat(s.replace(/\./g, '').replace(',', '.')) || 0
}
function startEdit(id: number) {
const t = store.transactions.find((x) => x.id === id)
if (!t || t.source !== 'manual') return
editId.value = id
form.value = { date: t.date, amount: t.amount, description: t.description, type: t.type as any, category_id: t.category_id }
amountRaw.value = t.amount.toLocaleString('pt-BR', { minimumFractionDigits: 2 })
formError.value = null
}
function cancelEdit() {
editId.value = null
form.value = blank()
amountRaw.value = ''
formError.value = null
}
async function submit() {
formError.value = null
form.value.amount = parseAmount(amountRaw.value)
try {
if (editId.value !== null) {
await store.update(editId.value, form.value)
cancelEdit()
} else {
await store.create(form.value)
form.value = blank()
amountRaw.value = ''
}
} catch (e: any) {
formError.value = e.message
}
}
async function remove(id: number) {
if (!confirm('Excluir esta transação?')) return
try {
await store.remove(id)
} catch (e: any) {
alert(e.message)
}
}
function fmt(v: number) {
return v.toLocaleString('pt-BR', { style: 'currency', currency: 'BRL' })
}
function catName(id: number | null) {
if (!id) return '—'
return catStore.categories.find((c) => c.id === id)?.name ?? '—'
}
</script>
<template>
<div class="page">
<div class="page-header">
<h1>Transações</h1>
<div class="month-nav">
<button class="btn" @click="changeMonth(-1)"></button>
<span class="month-label">{{ currentMonth }}</span>
<button class="btn" @click="changeMonth(1)"></button>
</div>
</div>
<form class="form-card" @submit.prevent="submit">
<h2>{{ editId !== null ? 'Editar transação' : 'Nova transação' }}</h2>
<div class="form-row">
<input type="date" v-model="form.date" required class="input-sm" />
<select v-model="form.type" class="input-sm">
<option value="expense">Gasto</option>
<option value="income">Receita</option>
</select>
<input
v-model="amountRaw"
placeholder="150,90"
required
class="input-sm input-amount"
/>
<select v-model="form.category_id" class="input-sm">
<option :value="null">Sem categoria</option>
<option v-for="c in catStore.categories" :key="c.id" :value="c.id">{{ c.name }}</option>
</select>
<input v-model="form.description" placeholder="Descrição" required class="input-desc" />
</div>
<p v-if="formError" class="form-error">{{ formError }}</p>
<div class="form-actions">
<button type="submit" class="btn btn-primary">{{ editId !== null ? 'Salvar' : 'Adicionar' }}</button>
<button v-if="editId !== null" type="button" class="btn btn-ghost" @click="cancelEdit">Cancelar</button>
</div>
</form>
<p v-if="store.loading">Carregando</p>
<div v-else class="table-wrap">
<table class="tx-table">
<thead>
<tr>
<th>Data</th>
<th>Descrição</th>
<th>Categoria</th>
<th>Valor</th>
<th>Origem</th>
<th></th>
</tr>
</thead>
<tbody>
<tr v-for="t in store.transactions" :key="t.id" :class="{ 'row-editing': editId === t.id }">
<td>{{ t.date }}</td>
<td>{{ t.description }}</td>
<td>{{ catName(t.category_id) }}</td>
<td :class="t.type === 'income' ? 'amt-income' : 'amt-expense'">{{ fmt(t.amount) }}</td>
<td>
<span class="badge" :class="t.source === 'manual' ? 'badge-manual' : 'badge-import'">
{{ t.source === 'manual' ? 'manual' : 'extrato' }}
</span>
</td>
<td class="actions">
<button v-if="t.source === 'manual'" class="btn btn-sm" @click="startEdit(t.id)">Editar</button>
<button v-if="t.source === 'manual'" class="btn btn-sm btn-danger" @click="remove(t.id)">Excluir</button>
</td>
</tr>
<tr v-if="store.transactions.length === 0">
<td colspan="6" style="text-align:center;color:#9ca3af;padding:2rem">Nenhuma transação</td>
</tr>
</tbody>
</table>
</div>
</div>
</template>
<style scoped>
.page { max-width: 960px; margin: 0 auto; padding: 1.5rem 1rem; font-family: sans-serif; }
.page-header { display: flex; align-items: center; justify-content: space-between; margin-bottom: 1.25rem; flex-wrap: wrap; gap: 0.75rem; }
h1 { font-size: 1.5rem; margin: 0; }
h2 { font-size: 0.95rem; font-weight: 600; margin: 0 0 0.75rem; }
.month-nav { display: flex; align-items: center; gap: 0.5rem; }
.month-label { font-size: 0.9rem; font-weight: 600; min-width: 6rem; text-align: center; }
.form-card { background: #f9fafb; border: 1px solid #e5e7eb; border-radius: 8px; padding: 1rem; margin-bottom: 1.5rem; }
.form-row { display: flex; gap: 0.5rem; flex-wrap: wrap; align-items: center; }
.input-sm { padding: 0.45rem 0.6rem; border: 1px solid #d1d5db; border-radius: 6px; font-size: 0.875rem; }
.input-amount { width: 100px; }
.input-desc { flex: 1; min-width: 160px; padding: 0.45rem 0.6rem; border: 1px solid #d1d5db; border-radius: 6px; font-size: 0.875rem; }
.form-error { color: #dc2626; font-size: 0.875rem; margin: 0.5rem 0 0; }
.form-actions { margin-top: 0.75rem; display: flex; gap: 0.5rem; }
.btn { padding: 0.4rem 1rem; border: 1px solid #d1d5db; border-radius: 6px; cursor: pointer; font-size: 0.875rem; background: #fff; }
.btn-primary { background: #4f46e5; color: #fff; border-color: #4f46e5; }
.btn-ghost { background: transparent; }
.btn-sm { padding: 0.25rem 0.6rem; }
.btn-danger { color: #dc2626; border-color: #fca5a5; }
.table-wrap { overflow-x: auto; }
.tx-table { width: 100%; border-collapse: collapse; font-size: 0.875rem; }
.tx-table th { text-align: left; padding: 0.5rem 0.75rem; background: #f9fafb; border-bottom: 1px solid #e5e7eb; white-space: nowrap; }
.tx-table td { padding: 0.45rem 0.75rem; border-bottom: 1px solid #f3f4f6; }
.row-editing { background: #eef2ff; }
.amt-income { color: #059669; font-weight: 500; }
.amt-expense { color: #dc2626; font-weight: 500; }
.badge { font-size: 0.7rem; padding: 0.15rem 0.4rem; border-radius: 4px; }
.badge-manual { background: #ede9fe; color: #5b21b6; }
.badge-import { background: #dbeafe; color: #1e40af; }
.actions { display: flex; gap: 0.4rem; white-space: nowrap; }
</style>