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

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- 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:
Mlcavalho1
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
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apps/api/internal/service/recurring_test.go
+72 -6
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@@ -14,10 +14,11 @@ import (
type mockRecurringRepo struct {
items []model.RecurringExpense
ignores map[string]string // "id:month" → reason
lates map[string]bool // "id:month" → true
}
func newMockRecurring(items []model.RecurringExpense) *mockRecurringRepo {
return &mockRecurringRepo{items: items, ignores: map[string]string{}}
return &mockRecurringRepo{items: items, ignores: map[string]string{}, lates: map[string]bool{}}
}
func (m *mockRecurringRepo) List(_ context.Context) ([]model.RecurringExpense, error) {
@@ -33,7 +34,7 @@ func (m *mockRecurringRepo) GetByID(_ context.Context, id int) (*model.Recurring
return nil, repository.ErrNotFound
}
func (m *mockRecurringRepo) Create(_ context.Context, in model.RecurringInput) (*model.RecurringExpense, error) {
r := model.RecurringExpense{ID: len(m.items) + 1, Name: in.Name, ExpectedAmount: in.ExpectedAmount, DayOfMonth: in.DayOfMonth, Active: true}
r := model.RecurringExpense{ID: len(m.items) + 1, Name: in.Name, ExpectedAmount: in.ExpectedAmount, DayOfMonth: in.DayOfMonth, Type: in.Type, Active: true}
m.items = append(m.items, r)
return &r, nil
}
@@ -62,6 +63,17 @@ func (m *mockRecurringRepo) Unignore(_ context.Context, id int, month string) er
delete(m.ignores, string(rune(id))+":"+month)
return nil
}
func (m *mockRecurringRepo) IsLate(_ context.Context, id int, month string) (bool, error) {
return m.lates[string(rune(id))+":"+month], nil
}
func (m *mockRecurringRepo) MarkLate(_ context.Context, id int, month string) error {
m.lates[string(rune(id))+":"+month] = true
return nil
}
func (m *mockRecurringRepo) UnmarkLate(_ context.Context, id int, month string) error {
delete(m.lates, string(rune(id))+":"+month)
return nil
}
// ── mock tx repo ─────────────────────────────────────────────────────────────
@@ -78,7 +90,7 @@ func (m *mockTxRepo) Update(_ context.Context, t model.Transaction) (*model.Tran
return &t, nil
}
func (m *mockTxRepo) Delete(_ context.Context, _ int) error { return nil }
func (m *mockTxRepo) HasMatchingTransaction(_ context.Context, _ *int, _ string, _ float64) (bool, error) {
func (m *mockTxRepo) HasMatchingTransaction(_ context.Context, _ *int, _ string, _ float64, _ string) (bool, error) {
return m.matchResult, nil
}
@@ -87,7 +99,7 @@ func (m *mockTxRepo) HasMatchingTransaction(_ context.Context, _ *int, _ string,
var catID = 1
func TestMonthlyStatus_Covered(t *testing.T) {
re := model.RecurringExpense{ID: 1, Name: "Plano Saúde", ExpectedAmount: 300, DayOfMonth: 5, CategoryID: &catID, Active: true}
re := model.RecurringExpense{ID: 1, Name: "Plano Saúde", ExpectedAmount: 300, DayOfMonth: 5, CategoryID: &catID, Type: "expense", Active: true}
svc := service.NewRecurringService(newMockRecurring([]model.RecurringExpense{re}), &mockTxRepo{matchResult: true})
statuses, err := svc.MonthlyStatus(context.Background(), "2024-03")
@@ -103,7 +115,7 @@ func TestMonthlyStatus_Covered(t *testing.T) {
}
func TestMonthlyStatus_Uncovered(t *testing.T) {
re := model.RecurringExpense{ID: 2, Name: "Netflix", ExpectedAmount: 55, DayOfMonth: 10, CategoryID: &catID, Active: true}
re := model.RecurringExpense{ID: 2, Name: "Netflix", ExpectedAmount: 55, DayOfMonth: 10, CategoryID: &catID, Type: "expense", Active: true}
svc := service.NewRecurringService(newMockRecurring([]model.RecurringExpense{re}), &mockTxRepo{matchResult: false})
statuses, err := svc.MonthlyStatus(context.Background(), "2024-03")
@@ -116,7 +128,7 @@ func TestMonthlyStatus_Uncovered(t *testing.T) {
}
func TestMonthlyStatus_Ignored_CountsAsCovered(t *testing.T) {
re := model.RecurringExpense{ID: 3, Name: "Seguro", ExpectedAmount: 200, DayOfMonth: 1, CategoryID: &catID, Active: true}
re := model.RecurringExpense{ID: 3, Name: "Seguro", ExpectedAmount: 200, DayOfMonth: 1, CategoryID: &catID, Type: "expense", Active: true}
repo := newMockRecurring([]model.RecurringExpense{re})
_ = repo.Ignore(context.Background(), 3, "2024-03", "viagem")
svc := service.NewRecurringService(repo, &mockTxRepo{matchResult: false})
@@ -133,6 +145,60 @@ func TestMonthlyStatus_Ignored_CountsAsCovered(t *testing.T) {
}
}
func TestMonthlyStatus_IncomeConfirmed(t *testing.T) {
re := model.RecurringExpense{ID: 4, Name: "Salário", ExpectedAmount: 3200, DayOfMonth: 5, CategoryID: &catID, Type: "income", Active: true}
svc := service.NewRecurringService(newMockRecurring([]model.RecurringExpense{re}), &mockTxRepo{matchResult: true})
statuses, err := svc.MonthlyStatus(context.Background(), "2024-03")
if err != nil {
t.Fatal(err)
}
if len(statuses) != 1 {
t.Fatalf("expected 1, got %d", len(statuses))
}
if !statuses[0].Covered {
t.Error("income with matching transaction should be covered")
}
}
func TestMonthlyStatus_IncomeLate(t *testing.T) {
re := model.RecurringExpense{ID: 5, Name: "Salário", ExpectedAmount: 3200, DayOfMonth: 5, CategoryID: &catID, Type: "income", Active: true}
repo := newMockRecurring([]model.RecurringExpense{re})
_ = repo.MarkLate(context.Background(), 5, "2024-03")
svc := service.NewRecurringService(repo, &mockTxRepo{matchResult: false})
statuses, err := svc.MonthlyStatus(context.Background(), "2024-03")
if err != nil {
t.Fatal(err)
}
if statuses[0].Covered {
t.Error("late income should NOT be covered")
}
if !statuses[0].Late {
t.Error("expected Late=true")
}
}
func TestConfirmIncome_CreatesTransaction(t *testing.T) {
re := model.RecurringExpense{ID: 6, Name: "Salário", ExpectedAmount: 3200, DayOfMonth: 5, CategoryID: &catID, Type: "income", Active: true}
svc := service.NewRecurringService(newMockRecurring([]model.RecurringExpense{re}), &mockTxRepo{})
err := svc.ConfirmIncome(context.Background(), 6, "2024-03")
if err != nil {
t.Fatalf("unexpected error: %v", err)
}
}
func TestConfirmIncome_RejectsExpenseType(t *testing.T) {
re := model.RecurringExpense{ID: 7, Name: "Netflix", ExpectedAmount: 55, DayOfMonth: 10, CategoryID: &catID, Type: "expense", Active: true}
svc := service.NewRecurringService(newMockRecurring([]model.RecurringExpense{re}), &mockTxRepo{})
err := svc.ConfirmIncome(context.Background(), 7, "2024-03")
if err != service.ErrRecurringNotIncome {
t.Fatalf("expected ErrRecurringNotIncome, got %v", err)
}
}
func TestCreateRecurring_Validation(t *testing.T) {
svc := service.NewRecurringService(newMockRecurring(nil), &mockTxRepo{})