feat(#36): receitas recorrentes com confirmação de salário até dia 5

- Migration 009: coluna `type` em recurring_expenses + tabela recurring_late
- API Go: tipo income/expense em CRUD; endpoints POST /confirm e /late
- Dashboard: campo pending_income_recurrings na resposta
- Frontend: RecurringView com seções RECEITAS e DESPESAS separadas
- HomeView: widget de confirmação (dia 1-5) e badge SALÁRIO PENDENTE (pós dia 5)
- Testes unitários: 4 novos casos (income covered, late, confirm, reject expense)

Co-Authored-By: Claude Sonnet 4.6 <[email protected]>
This commit is contained in:
2026-05-27 15:00:28 -03:00
co-authored by Claude Sonnet 4.6
parent 1931271b76
commit 79f4a62a1b
16 changed files with 725 additions and 77 deletions
+70 -13
View File
@@ -4,6 +4,7 @@ import (
"context"
"errors"
"strings"
"time"
"financeiro-carvalho/internal/model"
"financeiro-carvalho/internal/repository"
@@ -13,6 +14,7 @@ var (
ErrRecurringEmptyName = errors.New("name is required")
ErrRecurringInvalidAmount = errors.New("expected_amount must be greater than zero")
ErrRecurringInvalidDayOfMonth = errors.New("day_of_month must be between 1 and 31")
ErrRecurringNotIncome = errors.New("recurring item is not of type income")
)
type RecurringService struct {
@@ -52,7 +54,7 @@ func (s *RecurringService) Delete(ctx context.Context, id int) error {
return s.repo.Delete(ctx, id)
}
// MonthlyStatus checks which active recurring expenses are covered/ignored for the given month (YYYY-MM).
// MonthlyStatus checks which active recurring items are covered/ignored/late for the given month (YYYY-MM).
func (s *RecurringService) MonthlyStatus(ctx context.Context, month string) ([]model.RecurringStatus, error) {
items, err := s.repo.List(ctx)
if err != nil {
@@ -64,27 +66,82 @@ func (s *RecurringService) MonthlyStatus(ctx context.Context, month string) ([]m
if !re.Active {
continue
}
ignored, reason, err := s.repo.IsIgnored(ctx, re.ID, month)
if err != nil {
return nil, err
txType := re.Type
if txType == "" {
txType = "expense"
}
covered := false
if !ignored {
covered, err = s.txRepo.HasMatchingTransaction(ctx, re.CategoryID, month, re.ExpectedAmount)
if txType == "expense" {
ignored, reason, err := s.repo.IsIgnored(ctx, re.ID, month)
if err != nil {
return nil, err
}
covered := false
if !ignored {
covered, err = s.txRepo.HasMatchingTransaction(ctx, re.CategoryID, month, re.ExpectedAmount, "expense")
if err != nil {
return nil, err
}
}
result = append(result, model.RecurringStatus{
RecurringExpense: re,
Covered: covered || ignored,
Ignored: ignored,
Reason: reason,
})
} else {
// income type
late, err := s.repo.IsLate(ctx, re.ID, month)
if err != nil {
return nil, err
}
covered, err := s.txRepo.HasMatchingTransaction(ctx, re.CategoryID, month, re.ExpectedAmount, "income")
if err != nil {
return nil, err
}
result = append(result, model.RecurringStatus{
RecurringExpense: re,
Covered: covered,
Late: late,
})
}
result = append(result, model.RecurringStatus{
RecurringExpense: re,
Covered: covered || ignored,
Ignored: ignored,
Reason: reason,
})
}
return result, nil
}
// ConfirmIncome creates an income transaction confirming receipt of this recurring income.
func (s *RecurringService) ConfirmIncome(ctx context.Context, id int, month string) error {
re, err := s.repo.GetByID(ctx, id)
if err != nil {
return err
}
if re.Type != "income" {
return ErrRecurringNotIncome
}
today := time.Now().Format("2006-01-02")
tx := model.Transaction{
Date: today,
Amount: re.ExpectedAmount,
Description: re.Name,
Type: "income",
CategoryID: re.CategoryID,
}
_, err = s.txRepo.Create(ctx, tx)
return err
}
func (s *RecurringService) MarkLate(ctx context.Context, id int, month string) error {
re, err := s.repo.GetByID(ctx, id)
if err != nil {
return err
}
if re.Type != "income" {
return ErrRecurringNotIncome
}
return s.repo.MarkLate(ctx, id, month)
}
func (s *RecurringService) Ignore(ctx context.Context, id int, month, reason string) error {
return s.repo.Ignore(ctx, id, month, reason)
}