+
+
+ {/* Header */}
+
+
+
+ {isEditMode ? 'Editar Cuenta' : 'Nueva Cuenta'} - Paso {step}/{getTotalSteps()}
+
+
+
+
+ {/* Progress */}
+
+
+ {/* Body */}
+
+
+ {/* Step 1: Tipo de Conta */}
+ {step === 1 && (
+
+
+
+ ¿Qué tipo de cuenta deseas crear?
+
+
+
+ {Object.entries(accountTypes).map(([key, config]) => (
+
+
selectAccountType(key)}
+ >
+
+
+
+
+
{config.name}
+
{config.description}
+
+ {/* Badge indicando destino */}
+
+ {config.destination === 'asset' && (
+
+
+ Se registra como Activo
+
+ )}
+ {config.destination === 'liability' && (
+
+
+ Se registra como Pasivo
+
+ )}
+ {config.destination === 'account' && (
+
+
+ Cuenta Estándar
+
+ )}
+
+
+
+
+ ))}
+
+
+ )}
+
+ {/* Step 2: Dados Básicos */}
+ {step === 2 && (
+
+
+
+ Información Básica
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ {['#3B82F6', '#10B981', '#F59E0B', '#EF4444', '#8B5CF6', '#EC4899', '#06B6D4', '#6B7280'].map(color => (
+
setFormData(prev => ({ ...prev, color }))}
+ />
+ ))}
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Step 3: Dados Financeiros */}
+ {step === 3 && (
+
+
+
+ Información Financiera
+
+
+
+ {/* Saldo/Valor Inicial */}
+
+
+
+
+ {formData.currency === 'EUR' ? '€' : formData.currency === 'USD' ? '$' : 'R$'}
+
+
+
+
+ {destinationType === 'liability'
+ ? 'Monto que debes actualmente en esta tarjeta'
+ : 'Saldo actual de la cuenta'}
+
+
+
+ {/* Limite de Crédito (só para cartão) */}
+ {(formData.account_type === 'credit_card' || destinationType === 'liability') && (
+
+
+
+
+ {formData.currency === 'EUR' ? '€' : formData.currency === 'USD' ? '$' : 'R$'}
+
+
+
+
+ )}
+
+ {/* Taxa de Juros (para poupança ou cartão) */}
+ {(destinationType === 'asset' || destinationType === 'liability') && (
+
+
+
+
+ %
+
+
+ {destinationType === 'asset'
+ ? 'Rendimiento anual de la cuenta'
+ : 'Tasa de interés por financiamiento'}
+
+
+ )}
+
+ {/* Dias de fechamento e vencimento (cartão) */}
+ {destinationType === 'liability' && (
+ <>
+
+
+
+ Día del mes que cierra la factura
+
+
+
+
+ Día de pago de la factura
+
+
+ )}
+
+
+ )}
+
+ {/* Step 4: Dados Bancários */}
+ {step === 4 && (
+
+
+
+ Información Bancaria (Opcional)
+
+
+
+
+
+
+
+
+
+
+
+
+
+ {destinationType === 'account' && (
+ <>
+
+
+
+
+ Configuración
+
+
+
+
+
+
+
+
+
Cuentas inactivas no aparecen en transacciones
+
+
+
+
+
+
+
+
Suma el saldo al patrimonio total
+
+
+ )}
+
+
+ {/* Resumen */}
+
+
+
+ Resumen
+
+
+
+
Tipo:
+
{accountTypes[formData.account_type]?.name}
+
+
+
Nombre:
+
{formData.name || '-'}
+
+
+
+ {destinationType === 'liability' ? 'Deuda:' : 'Saldo:'}
+
+
+ {formData.currency === 'EUR' ? '€' : formData.currency === 'USD' ? '$' : 'R$'}
+ {parseFloat(formData.initial_balance || 0).toFixed(2)}
+
+
+ {formData.credit_limit && (
+
+
Límite:
+
+ {formData.currency === 'EUR' ? '€' : formData.currency === 'USD' ? '$' : 'R$'}
+ {parseFloat(formData.credit_limit).toFixed(2)}
+
+
+ )}
+
+
Se guardará como:
+
+ {destinationType === 'asset' && (
+
+
+ Activo Financiero
+
+ )}
+ {destinationType === 'liability' && (
+
+
+ Pasivo (Deuda)
+
+ )}
+ {destinationType === 'account' && (
+
+
+ Cuenta Estándar
+
+ )}
+
+
+
+
+
+ )}
+
+
+ {/* Footer */}
+
+ {isMobile ? (
+ <>
+ {step === getTotalSteps() && (
+
+ )}
+
+ {step > 1 && (
+
+ )}
+ {step < getTotalSteps() && (
+
+ )}
+
+
+
+ ) : (
+ <>
+
+ {step > 1 && (
+
+ )}
+ {step < getTotalSteps() ? (
+
+ ) : (
+
+ )}
+
+ )}
+
+
+
+
+ );
+};
+
+export default AccountWizard;
diff --git a/frontend/src/components/AssetWizard.jsx b/frontend/src/components/AssetWizard.jsx
new file mode 100644
index 0000000..03ba02c
--- /dev/null
+++ b/frontend/src/components/AssetWizard.jsx
@@ -0,0 +1,1202 @@
+import React, { useState, useEffect } from 'react';
+import { assetAccountService } from '../services/api';
+
+const AssetWizard = ({ isOpen, onClose, onSuccess, asset = null }) => {
+ const [step, setStep] = useState(1);
+ const [loading, setLoading] = useState(false);
+ const [assetTypes, setAssetTypes] = useState({});
+ const [propertyTypes, setPropertyTypes] = useState({});
+ const [investmentTypes, setInvestmentTypes] = useState({});
+ const [depreciationMethods, setDepreciationMethods] = useState({});
+ const [indexTypes, setIndexTypes] = useState({});
+ const isEditMode = !!asset;
+
+ // Form data
+ const [formData, setFormData] = useState({
+ // Step 1 - Tipo
+ asset_type: '',
+
+ // Step 2 - Dados básicos
+ name: '',
+ description: '',
+ currency: 'EUR',
+ color: '#3B82F6',
+
+ // Step 3 - Valores
+ acquisition_value: '',
+ current_value: '',
+ acquisition_date: new Date().toISOString().split('T')[0],
+
+ // Depreciação
+ is_depreciable: false,
+ depreciation_method: 'linear',
+ useful_life_years: '',
+ residual_value: '',
+
+ // Imóveis
+ property_type: '',
+ address: '',
+ city: '',
+ state: '',
+ postal_code: '',
+ country: 'ES',
+ property_area_m2: '',
+ registry_number: '',
+
+ // Veículos
+ vehicle_brand: '',
+ vehicle_model: '',
+ vehicle_year: '',
+ vehicle_plate: '',
+ vehicle_mileage: '',
+
+ // Investimentos
+ investment_type: '',
+ institution: '',
+ account_number: '',
+ quantity: '',
+ unit_price: '',
+ ticker: '',
+ maturity_date: '',
+ interest_rate: '',
+ index_type: '',
+
+ // Equipamentos
+ equipment_brand: '',
+ equipment_model: '',
+ serial_number: '',
+ warranty_expiry: '',
+
+ // Recebíveis
+ debtor_name: '',
+ receivable_due_date: '',
+ receivable_amount: '',
+
+ // Seguros
+ has_insurance: false,
+ insurance_company: '',
+ insurance_policy: '',
+ insurance_value: '',
+ insurance_expiry: '',
+
+ // Gestão
+ alert_days_before: 30,
+ internal_responsible: '',
+ internal_notes: '',
+ document_number: '',
+ });
+
+ const [showAdvanced, setShowAdvanced] = useState(false);
+
+ // Carregar tipos ao abrir
+ useEffect(() => {
+ if (isOpen) {
+ loadAssetTypes();
+ if (asset) {
+ // Modo edição - carregar dados do ativo
+ loadAssetData(asset);
+ } else {
+ resetForm();
+ }
+ }
+ }, [isOpen, asset]);
+
+ // Auto-calcular valor atual quando valor de aquisição muda (apenas em criação)
+ useEffect(() => {
+ if (!isEditMode && formData.acquisition_value && !formData.current_value) {
+ setFormData(prev => ({ ...prev, current_value: prev.acquisition_value }));
+ }
+ }, [formData.acquisition_value, isEditMode]);
+
+ const loadAssetData = (assetData) => {
+ setStep(2); // Ir direto para os dados básicos em modo edição
+ setFormData({
+ asset_type: assetData.asset_type || '',
+ name: assetData.name || '',
+ description: assetData.description || '',
+ currency: assetData.currency || 'EUR',
+ color: assetData.color || '#3B82F6',
+ acquisition_value: assetData.acquisition_value || '',
+ current_value: assetData.current_value || '',
+ acquisition_date: assetData.acquisition_date || new Date().toISOString().split('T')[0],
+ is_depreciable: assetData.is_depreciable || false,
+ depreciation_method: assetData.depreciation_method || 'linear',
+ useful_life_years: assetData.useful_life_years || '',
+ residual_value: assetData.residual_value || '',
+ property_type: assetData.property_type || '',
+ address: assetData.address || '',
+ city: assetData.city || '',
+ state: assetData.state || '',
+ postal_code: assetData.postal_code || '',
+ country: assetData.country || 'ES',
+ property_area_m2: assetData.property_area_m2 || '',
+ registry_number: assetData.registry_number || '',
+ vehicle_brand: assetData.vehicle_brand || '',
+ vehicle_model: assetData.vehicle_model || '',
+ vehicle_year: assetData.vehicle_year || '',
+ vehicle_plate: assetData.vehicle_plate || '',
+ vehicle_mileage: assetData.vehicle_mileage || '',
+ investment_type: assetData.investment_type || '',
+ institution: assetData.institution || '',
+ account_number: assetData.account_number || '',
+ quantity: assetData.quantity || '',
+ unit_price: assetData.unit_price || '',
+ ticker: assetData.ticker || '',
+ maturity_date: assetData.maturity_date || '',
+ interest_rate: assetData.interest_rate || '',
+ index_type: assetData.index_type || '',
+ equipment_brand: assetData.equipment_brand || '',
+ equipment_model: assetData.equipment_model || '',
+ serial_number: assetData.serial_number || '',
+ warranty_expiry: assetData.warranty_expiry || '',
+ debtor_name: assetData.debtor_name || '',
+ receivable_due_date: assetData.receivable_due_date || '',
+ receivable_amount: assetData.receivable_amount || '',
+ has_insurance: assetData.has_insurance || false,
+ insurance_company: assetData.insurance_company || '',
+ insurance_policy: assetData.insurance_policy || '',
+ insurance_value: assetData.insurance_value || '',
+ insurance_expiry: assetData.insurance_expiry || '',
+ alert_days_before: assetData.alert_days_before || 30,
+ internal_responsible: assetData.internal_responsible || '',
+ internal_notes: assetData.internal_notes || '',
+ document_number: assetData.document_number || '',
+ });
+ };
+
+ const loadAssetTypes = async () => {
+ try {
+ const response = await assetAccountService.getAssetTypes();
+ if (response.success) {
+ setAssetTypes(response.data);
+ setPropertyTypes(response.property_types || {});
+ setInvestmentTypes(response.investment_types || {});
+ setDepreciationMethods(response.depreciation_methods || {});
+ setIndexTypes(response.index_types || {});
+ }
+ } catch (error) {
+ console.error('Error loading asset types:', error);
+ }
+ };
+
+ const resetForm = () => {
+ setStep(1);
+ setFormData({
+ asset_type: '',
+ name: '',
+ description: '',
+ currency: 'EUR',
+ color: '#3B82F6',
+ acquisition_value: '',
+ current_value: '',
+ acquisition_date: new Date().toISOString().split('T')[0],
+ is_depreciable: false,
+ depreciation_method: 'linear',
+ useful_life_years: '',
+ residual_value: '',
+ property_type: '',
+ address: '',
+ city: '',
+ state: '',
+ postal_code: '',
+ country: 'ES',
+ property_area_m2: '',
+ registry_number: '',
+ vehicle_brand: '',
+ vehicle_model: '',
+ vehicle_year: '',
+ vehicle_plate: '',
+ vehicle_mileage: '',
+ investment_type: '',
+ institution: '',
+ account_number: '',
+ quantity: '',
+ unit_price: '',
+ ticker: '',
+ maturity_date: '',
+ interest_rate: '',
+ index_type: '',
+ equipment_brand: '',
+ equipment_model: '',
+ serial_number: '',
+ warranty_expiry: '',
+ debtor_name: '',
+ receivable_due_date: '',
+ receivable_amount: '',
+ has_insurance: false,
+ insurance_company: '',
+ insurance_policy: '',
+ insurance_value: '',
+ insurance_expiry: '',
+ alert_days_before: 30,
+ internal_responsible: '',
+ internal_notes: '',
+ document_number: '',
+ });
+ setShowAdvanced(false);
+ };
+
+ const handleChange = (e) => {
+ const { name, value, type, checked } = e.target;
+ setFormData(prev => ({
+ ...prev,
+ [name]: type === 'checkbox' ? checked : value,
+ }));
+ };
+
+ const validateStep = () => {
+ switch (step) {
+ case 1:
+ return !!formData.asset_type;
+ case 2:
+ return !!formData.name;
+ case 3:
+ return formData.acquisition_value > 0 && formData.current_value >= 0;
+ case 4:
+ return true;
+ default:
+ return true;
+ }
+ };
+
+ const nextStep = () => {
+ if (validateStep()) {
+ setStep(prev => Math.min(prev + 1, 5));
+ }
+ };
+
+ const prevStep = () => {
+ setStep(prev => Math.max(prev - 1, 1));
+ };
+
+ const handleSubmit = async () => {
+ setLoading(true);
+ try {
+ let response;
+ if (isEditMode && asset) {
+ response = await assetAccountService.update(asset.id, formData);
+ } else {
+ response = await assetAccountService.createWithWizard(formData);
+ }
+ if (response.success) {
+ onSuccess?.(response.data);
+ onClose();
+ }
+ } catch (error) {
+ console.error('Error creating asset:', error);
+ alert(error.response?.data?.message || 'Error al crear el activo');
+ } finally {
+ setLoading(false);
+ }
+ };
+
+ const getIcon = (iconName) => {
+ const icons = {
+ 'home': 'bi-house',
+ 'truck': 'bi-truck',
+ 'chart-bar': 'bi-graph-up',
+ 'cog': 'bi-gear',
+ 'archive-box': 'bi-archive',
+ 'banknotes': 'bi-cash-stack',
+ 'currency-euro': 'bi-currency-euro',
+ 'document-text': 'bi-file-text',
+ };
+ return icons[iconName] || 'bi-circle';
+ };
+
+ // Detectar mobile
+ const [isMobile, setIsMobile] = useState(window.innerWidth < 768);
+
+ useEffect(() => {
+ const handleResize = () => setIsMobile(window.innerWidth < 768);
+ window.addEventListener('resize', handleResize);
+ return () => window.removeEventListener('resize', handleResize);
+ }, []);
+
+ if (!isOpen) return null;
+
+ return (
+
+
+
+ {/* Header */}
+
+
+
+ {isEditMode ? `Editar Activo - Paso ${step}/5` : `Nuevo Activo - Paso ${step}/5`}
+
+
+
+
+ {/* Progress */}
+
+
+ {/* Body */}
+
+ {/* Step 1: Tipo de Ativo */}
+ {step === 1 && (
+
+
+
+ Seleccione el tipo de activo
+
+
+ {Object.entries(assetTypes).map(([key, type]) => (
+
+
setFormData(prev => ({ ...prev, asset_type: key }))}
+ style={{ cursor: 'pointer', background: isMobile ? '#0f172a' : undefined }}
+ >
+
+
+
{type.name}
+
+ {type.description}
+
+
+
+
+ ))}
+
+
+ )}
+
+ {/* Step 2: Dados Básicos */}
+ {step === 2 && (
+
+
+
+ Información básica
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Step 3: Valores */}
+ {step === 3 && (
+
+
+
+ Valores y fecha
+
+
+
+
+
+ {formData.currency}
+
+
+
Valor de compra/inversión inicial
+
+
+
+
+ {formData.currency}
+
+
+
Valor estimado actual
+
+
+
+
+
+
+ {/* Ganancia/Pérdida */}
+ {formData.acquisition_value && formData.current_value && (
+
+
+
= parseFloat(formData.acquisition_value) ? 'bg-success bg-opacity-10' : 'bg-danger bg-opacity-10'}`}>
+ = parseFloat(formData.acquisition_value) ? 'text-success' : 'text-danger'}>
+ = parseFloat(formData.acquisition_value) ? 'bi-arrow-up' : 'bi-arrow-down'} me-1`}>
+ {isMobile ? '' : formData.currency + ' '}{(parseFloat(formData.current_value) - parseFloat(formData.acquisition_value)).toLocaleString('es-ES', { minimumFractionDigits: 2 })}
+
+ ({(((parseFloat(formData.current_value) - parseFloat(formData.acquisition_value)) / parseFloat(formData.acquisition_value)) * 100).toFixed(1)}%)
+
+
+
+
+ )}
+
+
+ {/* Campos específicos por tipo */}
+ {formData.asset_type === 'real_estate' && (
+
+
+
+ Datos del Inmueble
+
+
+
+ )}
+
+ {formData.asset_type === 'vehicle' && (
+
+
+
+ Datos del Vehículo
+
+
+
+ )}
+
+ {formData.asset_type === 'investment' && (
+
+
+
+ Datos de la Inversión
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ {formData.currency}
+
+
+
+
+
+
+
+
+
+ )}
+
+ {formData.asset_type === 'equipment' && (
+
+
+
+ Datos del Equipamiento
+
+
+
+ )}
+
+ {formData.asset_type === 'receivable' && (
+
+
+
+ Datos del Crédito a Cobrar
+
+
+
+
+
+
+
+
+
+ {formData.currency}
+
+
+
+
+
+
+
+
+
+ )}
+
+ )}
+
+ {/* Step 4: Opções Avançadas */}
+ {step === 4 && (
+
+
+
+ Opciones adicionales
+
+
+ {/* Depreciação */}
+ {assetTypes[formData.asset_type]?.is_depreciable && (
+
+
+
+
+
+
+ {formData.is_depreciable && (
+
+
+
+
+
+
+
+
+
+
+
+
+ {formData.currency}
+
+
+
+
+ )}
+
+
+ )}
+
+ {/* Seguro */}
+
+
+
+
+
+
+ {formData.has_insurance && (
+
+
+
+
+
+
+
+
+
+
+
+
+ {formData.currency}
+
+
+
+
+
+
+
+
+ )}
+
+
+
+ {/* Gestión */}
+
+
+
+
+ Gestión Interna
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Step 5: Confirmação */}
+ {step === 5 && (
+
+
+
+ Confirme los datos del activo
+
+
+
+
+
+
+
+ Tipo:
+ {assetTypes[formData.asset_type]?.name}
+
+
+ Nombre:
+ {formData.name}
+
+ {formData.description && (
+
+ Descripción:
+ {formData.description}
+
+ )}
+
+
+
+ Valor de Adquisición:
+
+ {formData.currency} {parseFloat(formData.acquisition_value || 0).toLocaleString('es-ES', { minimumFractionDigits: 2 })}
+
+
+
+ Valor Actual:
+
+ {formData.currency} {parseFloat(formData.current_value || 0).toLocaleString('es-ES', { minimumFractionDigits: 2 })}
+
+
+
+ Fecha Adquisición:
+ {formData.acquisition_date ? new Date(formData.acquisition_date).toLocaleDateString() : '-'}
+
+
+
+
+
+
+ {/* Ganancia/Pérdida */}
+ {formData.acquisition_value && formData.current_value && (
+
= parseFloat(formData.acquisition_value) ? 'alert-success' : 'alert-danger'}`}>
+
+
+ = parseFloat(formData.acquisition_value) ? 'bi-arrow-up-circle' : 'bi-arrow-down-circle'} me-2`}>
+ {parseFloat(formData.current_value) >= parseFloat(formData.acquisition_value) ? 'Ganancia' : 'Pérdida'}
+
+
+ {formData.currency} {Math.abs(parseFloat(formData.current_value) - parseFloat(formData.acquisition_value)).toLocaleString('es-ES', { minimumFractionDigits: 2 })}
+
+ ({(((parseFloat(formData.current_value) - parseFloat(formData.acquisition_value)) / parseFloat(formData.acquisition_value)) * 100).toFixed(1)}%)
+
+
+
+
+ )}
+
+ )}
+
+
+ {/* Footer */}
+
+ {isMobile ? (
+ // Mobile: botões empilhados
+ <>
+ {step < 5 ? (
+
+ ) : (
+
+ )}
+
+ {step > 1 && (
+
+ )}
+
+
+
+ ) : (
+ // Desktop: botões horizontais
+ <>
+
+
+ {step > 1 && (
+
+ )}
+
+ {step < 5 ? (
+
+ ) : (
+
+ )}
+
+ )}
+
+
+
+
+ );
+};
+
+export default AssetWizard;
diff --git a/frontend/src/components/BudgetWizard.jsx b/frontend/src/components/BudgetWizard.jsx
new file mode 100644
index 0000000..8b76ac9
--- /dev/null
+++ b/frontend/src/components/BudgetWizard.jsx
@@ -0,0 +1,1312 @@
+import React, { useState, useEffect } from 'react';
+import { useTranslation } from 'react-i18next';
+import { budgetService, categoryService, costCenterService, reportService } from '../services/api';
+import { useToast } from './Toast';
+import { getCurrencyByCode } from '../config/currencies';
+import useFormatters from '../hooks/useFormatters';
+
+/**
+ * BudgetWizard - Wizard avançado para criação de orçamentos
+ *
+ * Modos:
+ * - 'wizard': Modo wizard completo (templates, batch, copiar)
+ * - 'single': Modo simples para criar/editar um único orçamento (substitui modal antigo)
+ *
+ * Features:
+ * - Multi-step wizard com indicador de progresso
+ * - Templates predefinidos (básico, familiar, individual)
+ * - Criação em lote de múltiplos orçamentos
+ * - Sugestões baseadas em histórico de gastos
+ * - Seleção de subcategorias
+ * - Seleção de centro de custos
+ * - Período flexível (mensal, bimestral, trimestral, semestral, anual)
+ */
+const BudgetWizard = ({
+ isOpen,
+ onClose,
+ onSuccess,
+ year,
+ month,
+ mode = 'wizard', // 'wizard' ou 'single'
+ editBudget = null, // Para edição no modo 'single'
+}) => {
+ const { t } = useTranslation();
+ const toast = useToast();
+ const { currency } = useFormatters();
+
+ // Estados do wizard
+ const [step, setStep] = useState(1);
+ const [loading, setLoading] = useState(false);
+ const [categories, setCategories] = useState([]);
+ const [costCenters, setCostCenters] = useState([]);
+ const [availableCategories, setAvailableCategories] = useState([]);
+ const [expenseHistory, setExpenseHistory] = useState({});
+ const [primaryCurrency, setPrimaryCurrency] = useState('EUR');
+
+ // Modo de criação (para wizard)
+ const [creationMode, setCreationMode] = useState(''); // 'template', 'manual', 'copy'
+
+ // Template selecionado
+ const [selectedTemplate, setSelectedTemplate] = useState('');
+
+ // Orçamentos a criar (modo wizard)
+ const [budgetItems, setBudgetItems] = useState([]);
+
+ // Dados do formulário single
+ const [singleForm, setSingleForm] = useState({
+ category_id: '',
+ subcategory_id: '',
+ cost_center_id: '',
+ amount: '',
+ period_type: 'monthly',
+ is_cumulative: false,
+ });
+
+ // Opções globais (modo wizard)
+ const [globalOptions, setGlobalOptions] = useState({
+ period_type: 'monthly',
+ is_cumulative: false,
+ });
+
+ // Período para copiar
+ const [copySource, setCopySource] = useState({
+ year: year || new Date().getFullYear(),
+ month: (month || new Date().getMonth() + 1) - 1 || 12,
+ });
+
+ // Templates predefinidos
+ const budgetTemplates = {
+ basico: {
+ name: t('budgets.wizard.templates.basic.name') || 'Presupuesto Básico',
+ description: t('budgets.wizard.templates.basic.desc') || 'Esencial para control mensual',
+ icon: 'bi-wallet',
+ color: '#3b82f6',
+ categories: ['Vivienda', 'Alimentación', 'Transporte', 'Servicios'],
+ suggested_total: 1500,
+ },
+ familiar: {
+ name: t('budgets.wizard.templates.family.name') || 'Presupuesto Familiar',
+ description: t('budgets.wizard.templates.family.desc') || 'Completo para familias',
+ icon: 'bi-house-heart',
+ color: '#10b981',
+ categories: ['Vivienda', 'Alimentación', 'Transporte', 'Servicios', 'Salud', 'Educación', 'Ocio', 'Ropa'],
+ suggested_total: 3000,
+ },
+ individual: {
+ name: t('budgets.wizard.templates.individual.name') || 'Presupuesto Individual',
+ description: t('budgets.wizard.templates.individual.desc') || 'Para persona soltera',
+ icon: 'bi-person',
+ color: '#8b5cf6',
+ categories: ['Vivienda', 'Alimentación', 'Transporte', 'Ocio', 'Salud'],
+ suggested_total: 1200,
+ },
+ completo: {
+ name: t('budgets.wizard.templates.complete.name') || 'Presupuesto Completo',
+ description: t('budgets.wizard.templates.complete.desc') || 'Todas las categorías',
+ icon: 'bi-clipboard-data',
+ color: '#f59e0b',
+ categories: 'all',
+ suggested_total: 4000,
+ },
+ };
+
+ // Carregar dados ao abrir
+ useEffect(() => {
+ if (isOpen) {
+ loadData();
+ resetWizard();
+ }
+ }, [isOpen]);
+
+ // Preencher form para edição
+ useEffect(() => {
+ if (mode === 'single' && editBudget) {
+ setSingleForm({
+ category_id: editBudget.category_id || '',
+ subcategory_id: editBudget.subcategory_id || '',
+ cost_center_id: editBudget.cost_center_id || '',
+ amount: editBudget.amount || '',
+ period_type: editBudget.period_type || 'monthly',
+ is_cumulative: editBudget.is_cumulative || false,
+ });
+ }
+ }, [mode, editBudget]);
+
+ const loadData = async () => {
+ try {
+ setLoading(true);
+ const [categoriesData, costCentersData, availableData] = await Promise.all([
+ categoryService.getAll(),
+ costCenterService.getAll(),
+ budgetService.getAvailableCategories({ year, month }),
+ ]);
+
+ const cats = categoriesData?.data || categoriesData;
+ // Filtrar apenas categorias de gastos (com subcategorias aninhadas)
+ const expenseCategories = Array.isArray(cats)
+ ? cats.filter(c => c.type === 'expense' || c.type === 'both')
+ : [];
+ setCategories(expenseCategories);
+
+ // Categorias disponíveis (não usadas ainda)
+ const available = Array.isArray(availableData) ? availableData : [];
+ setAvailableCategories(available);
+
+ // Centros de custo
+ const centers = costCentersData?.data || costCentersData;
+ setCostCenters(Array.isArray(centers) ? centers : []);
+
+ // Detectar moeda do usuário
+ const user = JSON.parse(localStorage.getItem('user') || '{}');
+ setPrimaryCurrency(user.primary_currency || 'EUR');
+
+ // Carregar histórico de gastos (em paralelo)
+ loadExpenseHistory();
+ } catch (error) {
+ console.error('Error loading data:', error);
+ } finally {
+ setLoading(false);
+ }
+ };
+
+ const loadExpenseHistory = async () => {
+ try {
+ const lastMonthStart = new Date();
+ lastMonthStart.setMonth(lastMonthStart.getMonth() - 3);
+
+ const data = await reportService.getByCategory({
+ start_date: lastMonthStart.toISOString().split('T')[0],
+ end_date: new Date().toISOString().split('T')[0],
+ type: 'expense',
+ });
+
+ const history = {};
+ if (data && Array.isArray(data)) {
+ data.forEach(item => {
+ history[item.category_id] = {
+ average: item.total / 3,
+ total: item.total,
+ category_name: item.category_name,
+ };
+ });
+ }
+ setExpenseHistory(history);
+ } catch (error) {
+ console.error('Error loading expense history:', error);
+ }
+ };
+
+ const resetWizard = () => {
+ setStep(1);
+ setCreationMode('');
+ setSelectedTemplate('');
+ setBudgetItems([]);
+ setGlobalOptions({
+ period_type: 'monthly',
+ is_cumulative: false,
+ });
+ setSingleForm({
+ category_id: '',
+ subcategory_id: '',
+ cost_center_id: '',
+ amount: '',
+ period_type: 'monthly',
+ is_cumulative: false,
+ });
+ };
+
+ // ==================== MODO SINGLE ====================
+
+ const handleSingleSubmit = async (e) => {
+ e.preventDefault();
+
+ if (!singleForm.category_id || !singleForm.amount) {
+ toast.warning(t('budgets.wizard.fillRequired') || 'Complete los campos obligatorios');
+ return;
+ }
+
+ setLoading(true);
+ try {
+ const data = {
+ ...singleForm,
+ year: year || new Date().getFullYear(),
+ month: month || new Date().getMonth() + 1,
+ };
+
+ if (editBudget) {
+ await budgetService.update(editBudget.id, data);
+ toast.success(t('budgets.wizard.updated') || 'Presupuesto actualizado');
+ } else {
+ await budgetService.create(data);
+ toast.success(t('budgets.wizard.created') || 'Presupuesto creado');
+ }
+
+ onSuccess && onSuccess();
+ onClose();
+ } catch (error) {
+ console.error('Error saving budget:', error);
+ toast.error(error.response?.data?.message || t('common.error'));
+ } finally {
+ setLoading(false);
+ }
+ };
+
+ // Obter subcategorias da categoria selecionada
+ const getSubcategories = (categoryId) => {
+ if (!categoryId) return [];
+ const category = availableCategories.find(c => c.id == categoryId) ||
+ categories.find(c => c.id == categoryId);
+ return category?.subcategories || [];
+ };
+
+ // ==================== MODO WIZARD ====================
+
+ const applyTemplate = (templateKey) => {
+ setSelectedTemplate(templateKey);
+ setCreationMode('template');
+ const template = budgetTemplates[templateKey];
+ if (!template) return;
+
+ let selectedCategories = [];
+
+ if (template.categories === 'all') {
+ selectedCategories = categories;
+ } else {
+ selectedCategories = categories.filter(cat =>
+ template.categories.includes(cat.name) ||
+ template.categories.some(tc => cat.name.toLowerCase().includes(tc.toLowerCase()))
+ );
+ }
+
+ const totalCategories = selectedCategories.length;
+ const baseAmount = Math.round(template.suggested_total / totalCategories);
+
+ const weightMap = {
+ 'Vivienda': 2.5,
+ 'Alimentación': 1.5,
+ 'Transporte': 1.0,
+ 'Servicios': 0.8,
+ 'Salud': 0.5,
+ 'Educación': 0.4,
+ 'Ocio': 0.6,
+ 'Ropa': 0.4,
+ };
+
+ const items = selectedCategories.map(cat => {
+ const weight = weightMap[cat.name] || 1;
+ const suggestedAmount = Math.round(baseAmount * weight / 10) * 10;
+ const historyAmount = expenseHistory[cat.id]?.average || 0;
+
+ return {
+ id: cat.id,
+ category_id: cat.id,
+ subcategory_id: null,
+ cost_center_id: null,
+ name: cat.name,
+ icon: cat.icon || 'bi-tag',
+ color: cat.color || '#6b7280',
+ subcategories: cat.subcategories || [],
+ amount: historyAmount > 0 ? Math.round(historyAmount) : suggestedAmount,
+ suggested: suggestedAmount,
+ history_avg: Math.round(historyAmount),
+ selected: true,
+ };
+ });
+
+ setBudgetItems(items);
+ setStep(3);
+ };
+
+ const startManualMode = () => {
+ setCreationMode('manual');
+
+ const items = categories.map(cat => ({
+ id: cat.id,
+ category_id: cat.id,
+ subcategory_id: null,
+ cost_center_id: null,
+ name: cat.name,
+ icon: cat.icon || 'bi-tag',
+ color: cat.color || '#6b7280',
+ subcategories: cat.subcategories || [],
+ amount: Math.round(expenseHistory[cat.id]?.average || 0),
+ suggested: 0,
+ history_avg: Math.round(expenseHistory[cat.id]?.average || 0),
+ selected: false,
+ }));
+
+ setBudgetItems(items);
+ setStep(2);
+ };
+
+ const startCopyMode = async () => {
+ setCreationMode('copy');
+ setLoading(true);
+
+ try {
+ const sourceData = await budgetService.getAll({
+ year: copySource.year,
+ month: copySource.month,
+ });
+
+ const budgets = sourceData?.data || sourceData || [];
+
+ if (budgets.length === 0) {
+ toast.warning(t('budgets.wizard.noSourceBudgets') || 'No hay presupuestos en este período');
+ setStep(1);
+ setLoading(false);
+ return;
+ }
+
+ const items = budgets.map(b => ({
+ id: b.id,
+ category_id: b.category_id,
+ subcategory_id: b.subcategory_id,
+ cost_center_id: b.cost_center_id,
+ name: b.subcategory?.name || b.category?.name || 'Presupuesto',
+ icon: (b.subcategory || b.category)?.icon || 'bi-tag',
+ color: (b.subcategory || b.category)?.color || '#6b7280',
+ subcategories: [],
+ amount: parseFloat(b.amount),
+ suggested: parseFloat(b.amount),
+ history_avg: 0,
+ selected: true,
+ }));
+
+ setBudgetItems(items);
+ setStep(3);
+ } catch (error) {
+ console.error('Error loading source budgets:', error);
+ toast.error(t('common.error'));
+ } finally {
+ setLoading(false);
+ }
+ };
+
+ const toggleCategory = (categoryId) => {
+ setBudgetItems(prev => prev.map(item =>
+ item.category_id === categoryId
+ ? { ...item, selected: !item.selected }
+ : item
+ ));
+ };
+
+ const updateItemAmount = (categoryId, amount) => {
+ setBudgetItems(prev => prev.map(item =>
+ item.category_id === categoryId
+ ? { ...item, amount: parseFloat(amount) || 0 }
+ : item
+ ));
+ };
+
+ const updateItemSubcategory = (categoryId, subcategoryId) => {
+ setBudgetItems(prev => prev.map(item =>
+ item.category_id === categoryId
+ ? { ...item, subcategory_id: subcategoryId || null }
+ : item
+ ));
+ };
+
+ const updateItemCostCenter = (categoryId, costCenterId) => {
+ setBudgetItems(prev => prev.map(item =>
+ item.category_id === categoryId
+ ? { ...item, cost_center_id: costCenterId || null }
+ : item
+ ));
+ };
+
+ const selectedItems = budgetItems.filter(item => item.selected);
+ const totalBudget = selectedItems.reduce((sum, item) => sum + (item.amount || 0), 0);
+
+ const handleWizardSubmit = async () => {
+ if (selectedItems.length === 0) {
+ toast.warning(t('budgets.wizard.selectCategories') || 'Seleccione al menos una categoría');
+ return;
+ }
+
+ setLoading(true);
+ let successCount = 0;
+ let errorCount = 0;
+
+ try {
+ for (const item of selectedItems) {
+ try {
+ await budgetService.create({
+ category_id: item.category_id,
+ subcategory_id: item.subcategory_id,
+ cost_center_id: item.cost_center_id,
+ amount: item.amount,
+ year: year || new Date().getFullYear(),
+ month: month || new Date().getMonth() + 1,
+ period_type: globalOptions.period_type,
+ is_cumulative: globalOptions.is_cumulative,
+ });
+ successCount++;
+ } catch (err) {
+ console.error(`Error creating budget for ${item.name}:`, err);
+ errorCount++;
+ }
+ }
+
+ if (successCount > 0) {
+ toast.success(
+ t('budgets.wizard.successCount', { count: successCount }) ||
+ `${successCount} presupuesto(s) creado(s)`
+ );
+ onSuccess && onSuccess();
+ onClose();
+ }
+
+ if (errorCount > 0) {
+ toast.warning(
+ t('budgets.wizard.errorCount', { count: errorCount }) ||
+ `${errorCount} presupuesto(s) ya existían`
+ );
+ }
+ } catch (error) {
+ console.error('Error creating budgets:', error);
+ toast.error(t('common.error'));
+ } finally {
+ setLoading(false);
+ }
+ };
+
+ const months = [
+ { value: 1, label: t('months.january') || 'Enero' },
+ { value: 2, label: t('months.february') || 'Febrero' },
+ { value: 3, label: t('months.march') || 'Marzo' },
+ { value: 4, label: t('months.april') || 'Abril' },
+ { value: 5, label: t('months.may') || 'Mayo' },
+ { value: 6, label: t('months.june') || 'Junio' },
+ { value: 7, label: t('months.july') || 'Julio' },
+ { value: 8, label: t('months.august') || 'Agosto' },
+ { value: 9, label: t('months.september') || 'Septiembre' },
+ { value: 10, label: t('months.october') || 'Octubre' },
+ { value: 11, label: t('months.november') || 'Noviembre' },
+ { value: 12, label: t('months.december') || 'Diciembre' },
+ ];
+
+ if (!isOpen) return null;
+
+ // ==================== RENDER MODO SINGLE ====================
+ if (mode === 'single') {
+ const subcategories = getSubcategories(singleForm.category_id);
+ const selectedCategory = availableCategories.find(c => c.id == singleForm.category_id);
+
+ return (
+
+
+
+ {/* Header elegante como o wizard */}
+
+
+
+
+ {editBudget ? t('budgets.editBudget') : t('budgets.newBudget')}
+
+
+
+ {months.find(m => m.value === (month || new Date().getMonth() + 1))?.label} {year || new Date().getFullYear()}
+
+
+
+
+
+
+
+
+
+ );
+ }
+
+ // ==================== RENDER MODO WIZARD ====================
+ return (
+
+
+
+ {/* Header */}
+
+
+
+
+ {t('budgets.wizard.title') || 'Asistente de Presupuestos'}
+
+
+ {months.find(m => m.value === (month || new Date().getMonth() + 1))?.label} {year || new Date().getFullYear()}
+
+
+
+
+
+ {/* Progress Steps */}
+
+
+ {[1, 2, 3, 4].map((s) => (
+
+ = s ? 'bg-primary' : 'bg-slate-600'
+ }`}
+ style={{ width: 32, height: 32, transition: 'all 0.3s' }}
+ >
+ {step > s ? (
+
+ ) : (
+ {s}
+ )}
+
+ {s < 4 && (
+ s ? 'bg-primary' : 'bg-slate-600'}`}
+ style={{ height: 2, transition: 'all 0.3s' }}
+ >
+ )}
+
+ ))}
+
+
+
+ {t('budgets.wizard.step1') || 'Modo'}
+
+
+ {t('budgets.wizard.step2') || 'Categorías'}
+
+
+ {t('budgets.wizard.step3') || 'Valores'}
+
+
+ {t('budgets.wizard.step4') || 'Confirmar'}
+
+
+
+
+ {/* Body */}
+
+ {loading ? (
+
+ ) : (
+ <>
+ {/* Step 1: Escolher modo */}
+ {step === 1 && (
+
+ {/* Templates */}
+
+
+
+ {t('budgets.wizard.quickStart') || 'Inicio Rápido con Plantillas'}
+
+
+ {Object.entries(budgetTemplates).map(([key, template]) => (
+
+
applyTemplate(key)}
+ className="card border-0 h-100"
+ style={{
+ background: '#0f172a',
+ cursor: 'pointer',
+ transition: 'all 0.2s',
+ }}
+ onMouseEnter={(e) => e.currentTarget.style.transform = 'translateY(-2px)'}
+ onMouseLeave={(e) => e.currentTarget.style.transform = 'translateY(0)'}
+ >
+
+
+
+
+
{template.name}
+
+ {template.description}
+
+
+ ≈ {currency(template.suggested_total, primaryCurrency)}
+
+
+
+
+ ))}
+
+
+
+
+
+
+
+ {/* Manual & Copy */}
+
+
e.currentTarget.style.transform = 'translateY(-2px)'}
+ onMouseLeave={(e) => e.currentTarget.style.transform = 'translateY(0)'}
+ >
+
+
+
+
+
+
+
{t('budgets.wizard.manual') || 'Crear Manualmente'}
+ {t('budgets.wizard.manualDesc') || 'Elige categorías y valores'}
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
{t('budgets.wizard.copy') || 'Copiar de Otro Mes'}
+ {t('budgets.wizard.copyDesc') || 'Reutiliza presupuestos'}
+
+
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Step 2: Selecionar categorias (modo manual) */}
+ {step === 2 && (
+
+
+
+
+ {t('budgets.wizard.selectCategories') || 'Selecciona las Categorías'}
+
+
+
+
+
+
+
+
+ {budgetItems.map(item => (
+
+
toggleCategory(item.category_id)}
+ className={`card border-0 h-100 ${item.selected ? 'border border-primary' : ''}`}
+ style={{
+ background: item.selected ? 'rgba(59, 130, 246, 0.15)' : '#0f172a',
+ cursor: 'pointer',
+ transition: 'all 0.2s',
+ }}
+ >
+
+
+
+
+
+ {item.name}
+
+ {item.history_avg > 0 && (
+
+
+ {currency(item.history_avg, primaryCurrency)}
+
+ )}
+ {item.selected && (
+
+ )}
+
+
+
+ ))}
+
+
+
+
+
+ {selectedItems.length} {t('budgets.wizard.categoriesSelected') || 'categorías seleccionadas'}
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Step 3: Definir valores */}
+ {step === 3 && (
+
+
+
+ {t('budgets.wizard.setAmounts') || 'Define los Valores'}
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Step 4: Confirmar */}
+ {step === 4 && (
+
+
+
+ {t('budgets.wizard.confirm') || 'Confirma los Presupuestos'}
+
+
+ {/* Summary */}
+
+
+
+
+
{selectedItems.length}
+ {t('budgets.wizard.budgets') || 'Presupuestos'}
+
+
+
{currency(totalBudget, primaryCurrency)}
+ {t('budgets.totalBudgeted') || 'Total'}
+
+
+
+ {globalOptions.period_type === 'monthly' ? '12' :
+ globalOptions.period_type === 'bimestral' ? '6' :
+ globalOptions.period_type === 'trimestral' ? '4' :
+ globalOptions.period_type === 'semestral' ? '2' : '1'}
+
+ {t('budgets.wizard.periods') || 'Períodos'}
+
+
+
+
+
+ {/* Options */}
+
+
+
+
+
+
+
+ setGlobalOptions({ ...globalOptions, is_cumulative: e.target.checked })}
+ />
+
+
+
+
+
+ {/* List */}
+
+ {selectedItems.map(item => (
+
+
+
+ {item.name}
+ {item.subcategory_id && (
+
+ {item.subcategories?.find(s => s.id == item.subcategory_id)?.name}
+
+ )}
+
+
{currency(item.amount, primaryCurrency)}
+
+ ))}
+
+
+
+
+
+ {t('budgets.autoPropagateInfo') || 'Los presupuestos se propagarán automáticamente'}
+
+
+
+
+
+
+
+
+ )}
+
+ )}
+
+
+ {/* Footer */}
+ {step === 1 && (
+
+
+
+ )}
+
+
+
+ );
+};
+
+export default BudgetWizard;
diff --git a/frontend/src/components/Layout.jsx b/frontend/src/components/Layout.jsx
index fa9cfe3..8d57ada 100644
--- a/frontend/src/components/Layout.jsx
+++ b/frontend/src/components/Layout.jsx
@@ -51,9 +51,9 @@ const Layout = ({ children }) => {
};
const [expandedGroups, setExpandedGroups] = useState({
- registrations: true,
- movements: true,
- planning: true,
+ registrations: false,
+ movements: false,
+ planning: false,
settings: false,
});
diff --git a/frontend/src/components/LiabilityWizard.jsx b/frontend/src/components/LiabilityWizard.jsx
new file mode 100644
index 0000000..8b5278b
--- /dev/null
+++ b/frontend/src/components/LiabilityWizard.jsx
@@ -0,0 +1,1338 @@
+import React, { useState, useEffect } from 'react';
+import { useTranslation } from 'react-i18next';
+import { liabilityAccountService } from '../services/api';
+import { useToast } from './Toast';
+
+/**
+ * LiabilityWizard - Wizard para criação de conta passivo
+ *
+ * Suporta diferentes tipos de contrato:
+ * - Préstamo Personal (PRICE)
+ * - Financiación de Vehículo
+ * - Hipoteca (SAC ou PRICE)
+ * - Tarjeta de Crédito
+ * - Consorcio
+ * - Leasing
+ * - Cheque Especial
+ * - Préstamo con Nómina
+ * - Outro
+ */
+const LiabilityWizard = ({ isOpen, onClose, onSuccess }) => {
+ const { t } = useTranslation();
+ const toast = useToast();
+
+ // Estados do wizard
+ const [step, setStep] = useState(1);
+ const [loading, setLoading] = useState(false);
+ const [contractTypes, setContractTypes] = useState({});
+ const [amortizationSystems, setAmortizationSystems] = useState({});
+ const [indexTypes, setIndexTypes] = useState({});
+ const [guaranteeTypes, setGuaranteeTypes] = useState({});
+
+ // Form data
+ const [formData, setFormData] = useState({
+ // Step 1 - Tipo de contrato
+ contract_type: '',
+
+ // Step 2 - Dados básicos
+ name: '',
+ creditor: '',
+ contract_number: '',
+ description: '',
+ currency: 'EUR',
+ color: '#3B82F6',
+
+ // Step 3 - Valores e taxas
+ principal_amount: '',
+ annual_interest_rate: '',
+ monthly_interest_rate: '',
+ amortization_system: 'price',
+ total_installments: '',
+
+ // Step 4 - Datas
+ start_date: new Date().toISOString().split('T')[0],
+ first_due_date: '',
+
+ // Opções extras
+ has_grace_period: false,
+ grace_period_months: 0,
+ include_insurance: false,
+ insurance_amount: 0,
+ include_admin_fee: false,
+ admin_fee_amount: 0,
+
+ // Campos avançados - Indexadores
+ index_type: '',
+ index_spread: '',
+ total_effective_cost: '',
+
+ // Campos avançados - Garantias
+ guarantee_type: '',
+ guarantee_value: '',
+ guarantee_description: '',
+ guarantor_name: '',
+
+ // Campos avançados - Penalidades
+ late_fee_percent: '',
+ daily_penalty_percent: '',
+ grace_days_for_penalty: '',
+
+ // Campos avançados - Leasing/Veículo
+ asset_value: '',
+ asset_description: '',
+ residual_value: '',
+
+ // Campos avançados - Gestão
+ alert_days_before: 7,
+ internal_responsible: '',
+ internal_notes: '',
+ document_number: '',
+ });
+
+ // Estados para seções avançadas
+ const [showAdvanced, setShowAdvanced] = useState(false);
+
+ // Preview das parcelas
+ const [installmentPreview, setInstallmentPreview] = useState([]);
+ const [showPreview, setShowPreview] = useState(false);
+
+ // Carregar tipos de contrato ao abrir
+ useEffect(() => {
+ if (isOpen) {
+ loadContractTypes();
+ resetForm();
+ }
+ }, [isOpen]);
+
+ // Atualizar sistema de amortização quando tipo de contrato muda
+ useEffect(() => {
+ if (formData.contract_type && contractTypes[formData.contract_type]) {
+ const defaultAmort = contractTypes[formData.contract_type].default_amortization;
+ setFormData(prev => ({ ...prev, amortization_system: defaultAmort || 'price' }));
+ }
+ }, [formData.contract_type, contractTypes]);
+
+ // Calcular taxa mensal quando taxa anual muda
+ useEffect(() => {
+ if (formData.annual_interest_rate && !formData.monthly_interest_rate) {
+ const monthly = parseFloat(formData.annual_interest_rate) / 12;
+ setFormData(prev => ({ ...prev, monthly_interest_rate: monthly.toFixed(4) }));
+ }
+ }, [formData.annual_interest_rate]);
+
+ const loadContractTypes = async () => {
+ try {
+ const response = await liabilityAccountService.getContractTypes();
+ if (response.success) {
+ setContractTypes(response.data);
+ setAmortizationSystems(response.amortization_systems);
+ if (response.index_types) setIndexTypes(response.index_types);
+ if (response.guarantee_types) setGuaranteeTypes(response.guarantee_types);
+ }
+ } catch (error) {
+ console.error('Error loading contract types:', error);
+ }
+ };
+
+ const resetForm = () => {
+ setStep(1);
+ setFormData({
+ contract_type: '',
+ name: '',
+ creditor: '',
+ contract_number: '',
+ description: '',
+ currency: 'EUR',
+ color: '#3B82F6',
+ principal_amount: '',
+ annual_interest_rate: '',
+ monthly_interest_rate: '',
+ amortization_system: 'price',
+ total_installments: '',
+ start_date: new Date().toISOString().split('T')[0],
+ first_due_date: '',
+ has_grace_period: false,
+ grace_period_months: 0,
+ include_insurance: false,
+ insurance_amount: 0,
+ include_admin_fee: false,
+ admin_fee_amount: 0,
+ });
+ setInstallmentPreview([]);
+ setShowPreview(false);
+ };
+
+ const handleChange = (e) => {
+ const { name, value, type, checked } = e.target;
+ setFormData(prev => ({
+ ...prev,
+ [name]: type === 'checkbox' ? checked : value
+ }));
+ };
+
+ const handleContractTypeSelect = (type) => {
+ setFormData(prev => ({ ...prev, contract_type: type }));
+ setStep(2);
+ };
+
+ const validateStep = () => {
+ switch (step) {
+ case 1:
+ return !!formData.contract_type;
+ case 2:
+ return formData.name.trim() !== '';
+ case 3:
+ return formData.principal_amount > 0 && formData.total_installments > 0;
+ case 4:
+ return !!formData.first_due_date;
+ default:
+ return true;
+ }
+ };
+
+ const nextStep = () => {
+ if (!validateStep()) {
+ toast.error(t('validation.required'));
+ return;
+ }
+ setStep(prev => Math.min(prev + 1, 5));
+ };
+
+ const prevStep = () => {
+ setStep(prev => Math.max(prev - 1, 1));
+ };
+
+ // Gerar preview das parcelas
+ const generatePreview = () => {
+ const principal = parseFloat(formData.principal_amount) || 0;
+ const monthlyRate = (parseFloat(formData.monthly_interest_rate) || 0) / 100;
+ const totalInstallments = parseInt(formData.total_installments) || 12;
+ const amortSystem = formData.amortization_system;
+ const hasGrace = formData.has_grace_period;
+ const gracePeriod = parseInt(formData.grace_period_months) || 0;
+ const insuranceAmt = parseFloat(formData.insurance_amount) || 0;
+ const adminFeeAmt = parseFloat(formData.admin_fee_amount) || 0;
+
+ const firstDueDate = new Date(formData.first_due_date);
+ let remainingPrincipal = principal;
+ const preview = [];
+
+ // Calcular parcela fixa (PRICE)
+ let fixedInstallment = 0;
+ if (amortSystem === 'price' && monthlyRate > 0) {
+ fixedInstallment = principal * (monthlyRate * Math.pow(1 + monthlyRate, totalInstallments)) /
+ (Math.pow(1 + monthlyRate, totalInstallments) - 1);
+ } else if (amortSystem === 'price') {
+ fixedInstallment = principal / totalInstallments;
+ }
+
+ // Amortização fixa (SAC)
+ const fixedAmortization = principal / totalInstallments;
+
+ for (let i = 1; i <= totalInstallments; i++) {
+ const dueDate = new Date(firstDueDate);
+ dueDate.setMonth(dueDate.getMonth() + (i - 1));
+
+ let installmentAmount, interestAmount, principalAmount;
+
+ // Carência
+ if (hasGrace && i <= gracePeriod) {
+ interestAmount = remainingPrincipal * monthlyRate;
+ principalAmount = 0;
+ installmentAmount = interestAmount + insuranceAmt + adminFeeAmt;
+ } else {
+ if (amortSystem === 'price') {
+ interestAmount = remainingPrincipal * monthlyRate;
+ principalAmount = fixedInstallment - interestAmount;
+ installmentAmount = fixedInstallment + insuranceAmt + adminFeeAmt;
+ } else if (amortSystem === 'sac') {
+ principalAmount = fixedAmortization;
+ interestAmount = remainingPrincipal * monthlyRate;
+ installmentAmount = principalAmount + interestAmount + insuranceAmt + adminFeeAmt;
+ } else {
+ // Americano
+ interestAmount = remainingPrincipal * monthlyRate;
+ principalAmount = (i === totalInstallments) ? remainingPrincipal : 0;
+ installmentAmount = interestAmount + principalAmount + insuranceAmt + adminFeeAmt;
+ }
+
+ remainingPrincipal -= principalAmount;
+ }
+
+ preview.push({
+ installment_number: i,
+ due_date: dueDate.toISOString().split('T')[0],
+ installment_amount: installmentAmount.toFixed(2),
+ interest_amount: interestAmount.toFixed(2),
+ principal_amount: Math.max(0, principalAmount).toFixed(2),
+ fee_amount: (insuranceAmt + adminFeeAmt).toFixed(2),
+ remaining_balance: Math.max(0, remainingPrincipal).toFixed(2),
+ });
+ }
+
+ setInstallmentPreview(preview);
+ setShowPreview(true);
+ };
+
+ const handleSubmit = async () => {
+ setLoading(true);
+ try {
+ const response = await liabilityAccountService.createWithWizard(formData);
+
+ if (response.success) {
+ toast.success(t('liabilities.createSuccess'));
+ onSuccess && onSuccess(response.data);
+ onClose();
+ }
+ } catch (error) {
+ toast.error(error.response?.data?.message || t('liabilities.createError'));
+ } finally {
+ setLoading(false);
+ }
+ };
+
+ if (!isOpen) return null;
+
+ // Icons para tipos de contrato
+ const getContractIcon = (type) => {
+ const icons = {
+ personal_loan: (
+
+ ),
+ vehicle_financing: (
+
+ ),
+ mortgage: (
+
+ ),
+ credit_card: (
+
+ ),
+ consortium: (
+
+ ),
+ leasing: (
+
+ ),
+ overdraft: (
+
+ ),
+ payroll_loan: (
+
+ ),
+ other: (
+
+ ),
+ };
+ return icons[type] || icons.other;
+ };
+
+ return (
+
+
+
+ {/* Header */}
+
+
+
+ {t('liabilities.createWizard') || 'Crear Cuenta Pasivo'}
+
+
+
+
+ {/* Progress Steps */}
+
+
+ {[1, 2, 3, 4, 5].map((s) => (
+
+
+ {s < step ? : s}
+
+ {s < 5 && (
+
+ )}
+
+ ))}
+
+
+ Tipo
+ Datos
+ Valores
+ Fechas
+ Confirmar
+
+
+
+ {/* Body */}
+
+ {/* Step 1: Tipo de Contrato */}
+ {step === 1 && (
+
+
+
+ ¿Qué tipo de pasivo desea registrar?
+
+
+ {Object.entries(contractTypes).map(([key, value]) => (
+
+
handleContractTypeSelect(key)}
+ >
+
+
+ {getContractIcon(key)}
+
+
+ {value.name}
+
+
{value.description}
+
+
+
+ ))}
+
+
+ )}
+
+ {/* Step 2: Dados Básicos */}
+ {step === 2 && (
+
+
+
+ Información básica del contrato
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Step 3: Valores e Taxas */}
+ {step === 3 && (
+
+
+
+ Valores y condiciones del préstamo
+
+
+
+
+
+ {formData.currency}
+
+
+
Valor total financiado
+
+
+
+
+ Cantidad total de cuotas
+
+
+
+
+
+ % a.a.
+
+
+
+
+
+
+ % a.m.
+
+
Se calcula automáticamente si informa la tasa anual
+
+
+
+
+
+ {amortizationSystems[formData.amortization_system]?.description}
+
+
+
+ {/* Carência */}
+
+
+ {/* Seguro e Taxas */}
+
+
+
+
+
+
+
+ {formData.include_insurance && (
+
+
+
+ {formData.currency}
+
+
+
+ )}
+
+
+
+
+
+
+
+
+
+
+
+ {formData.include_admin_fee && (
+
+
+
+ {formData.currency}
+
+
+
+ )}
+
+
+
+
+
+ {/* Seção Avançada - Acordeão */}
+
+
+
+
+
+
+
+
+ {/* Indexadores */}
+ {Object.keys(indexTypes).length > 0 && (
+
+
+
+ Indexador de Tasa
+
+
+
+
+
+ {formData.index_type && indexTypes[formData.index_type] && (
+
+ {indexTypes[formData.index_type].description}
+
+ )}
+
+
+
+
+ Adicional al indexador
+
+
+
+
+ Costo Efectivo Total
+
+
+
+ )}
+
+ {/* Garantias */}
+ {Object.keys(guaranteeTypes).length > 0 && (
+
+
+
+ Garantías
+
+
+
+
+
+
+
+
+
+ {formData.currency}
+
+
+
+
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Penalidades */}
+
+
+
+ Penalidades por Atraso
+
+
+
+
+ {/* Campos específicos para Leasing/Veículo */}
+ {['leasing', 'vehicle'].includes(formData.contract_type) && (
+
+
+
+ Datos del Bien
+
+
+
+
+
+ {formData.currency}
+
+
+
+
+
+
+ {formData.currency}
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Gestión Interna */}
+
+
+
+ Gestión Interna
+
+
+
+
+
+ Del vencimiento
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ )}
+
+ {/* Step 4: Datas */}
+ {step === 4 && (
+
+
+
+ Fechas del contrato
+
+
+
+ {/* Preview Button */}
+ {formData.principal_amount && formData.total_installments && formData.first_due_date && (
+
+
+
+ )}
+
+ {/* Preview Table */}
+ {showPreview && installmentPreview.length > 0 && (
+
+
+
+ Vista previa de cuotas (primeras 6 y últimas 2)
+
+
+
+
+
+ | Nº |
+ Vencimiento |
+ Cuota |
+ Interés |
+ Capital |
+ Saldo |
+
+
+
+ {installmentPreview.slice(0, 6).map((inst) => (
+
+ | {inst.installment_number} |
+ {new Date(inst.due_date).toLocaleDateString()} |
+ {formData.currency} {inst.installment_amount} |
+ {formData.currency} {inst.interest_amount} |
+ {formData.currency} {inst.principal_amount} |
+ {formData.currency} {inst.remaining_balance} |
+
+ ))}
+ {installmentPreview.length > 8 && (
+
+ |
+ ... {installmentPreview.length - 8} cuotas más ...
+ |
+
+ )}
+ {installmentPreview.slice(-2).map((inst) => (
+
+ | {inst.installment_number} |
+ {new Date(inst.due_date).toLocaleDateString()} |
+ {formData.currency} {inst.installment_amount} |
+ {formData.currency} {inst.interest_amount} |
+ {formData.currency} {inst.principal_amount} |
+ {formData.currency} {inst.remaining_balance} |
+
+ ))}
+
+
+
+ | TOTAL |
+
+ {formData.currency} {installmentPreview.reduce((s, i) => s + parseFloat(i.installment_amount), 0).toFixed(2)}
+ |
+
+ {formData.currency} {installmentPreview.reduce((s, i) => s + parseFloat(i.interest_amount), 0).toFixed(2)}
+ |
+
+ {formData.currency} {installmentPreview.reduce((s, i) => s + parseFloat(i.principal_amount), 0).toFixed(2)}
+ |
+ |
+
+
+
+
+
+ )}
+
+ )}
+
+ {/* Step 5: Confirmação */}
+ {step === 5 && (
+
+
+
+ Confirme los datos del contrato
+
+
+
+
+
+
+
+ Tipo:
+ {contractTypes[formData.contract_type]?.name}
+
+
+ Nombre:
+ {formData.name}
+
+
+ Acreedor:
+ {formData.creditor || '-'}
+
+
+ Contrato:
+ {formData.contract_number || '-'}
+
+
+
+
+ Valor Principal:
+
+ {formData.currency} {parseFloat(formData.principal_amount || 0).toLocaleString('es-ES', { minimumFractionDigits: 2 })}
+
+
+
+ Tasa Anual:
+ {formData.annual_interest_rate || 0}% a.a.
+
+
+ Sistema:
+ {amortizationSystems[formData.amortization_system]?.name}
+
+
+ Cuotas:
+ {formData.total_installments} cuotas
+
+
+
+
+
+
+
+ Primer Vencimiento:
+ {formData.first_due_date ? new Date(formData.first_due_date).toLocaleDateString() : '-'}
+
+
+
+ {formData.has_grace_period && (
+
+ Carencia:
+ {formData.grace_period_months} meses
+
+ )}
+
+
+
+
+
+ {/* Sumário estimado */}
+ {installmentPreview.length > 0 && (
+
+
+
+ Resumen Estimado
+
+
+
+ Total a Pagar
+
+ {formData.currency} {installmentPreview.reduce((s, i) => s + parseFloat(i.installment_amount), 0).toLocaleString('es-ES', { minimumFractionDigits: 2 })}
+
+
+
+ Total Intereses
+
+ {formData.currency} {installmentPreview.reduce((s, i) => s + parseFloat(i.interest_amount), 0).toLocaleString('es-ES', { minimumFractionDigits: 2 })}
+
+
+
+ Cuota Media
+
+ {formData.currency} {(installmentPreview.reduce((s, i) => s + parseFloat(i.installment_amount), 0) / installmentPreview.length).toLocaleString('es-ES', { minimumFractionDigits: 2 })}
+
+
+
+
+ )}
+
+ {/* Opciones avanzadas en resumen (si hay alguna) */}
+ {(formData.index_type || formData.guarantee_type || formData.late_fee_percent || formData.internal_responsible) && (
+
+
+
+
+ Opciones Avanzadas
+
+
+ {formData.index_type && (
+
+
+ Indexador: {indexTypes[formData.index_type]?.name}
+ {formData.index_spread && ` + ${formData.index_spread}%`}
+
+
+ )}
+ {formData.guarantee_type && (
+
+
+ Garantía: {guaranteeTypes[formData.guarantee_type]?.name}
+ {formData.guarantee_value && ` (${formData.currency} ${parseFloat(formData.guarantee_value).toLocaleString('es-ES')})`}
+
+
+ )}
+ {formData.late_fee_percent && (
+
+
+ Multa: {formData.late_fee_percent}%
+ {formData.daily_penalty_percent && ` + ${formData.daily_penalty_percent}%/día`}
+
+
+ )}
+ {formData.internal_responsible && (
+
+
+ Responsable: {formData.internal_responsible}
+
+
+ )}
+
+
+
+ )}
+
+ )}
+
+
+ {/* Footer */}
+
+
+
+ {step > 1 && (
+
+ )}
+
+ {step < 5 ? (
+
+ ) : (
+
+ )}
+
+
+
+
+ );
+};
+
+export default LiabilityWizard;
diff --git a/frontend/src/i18n/locales/en.json b/frontend/src/i18n/locales/en.json
index 7ec0f47..89dc044 100644
--- a/frontend/src/i18n/locales/en.json
+++ b/frontend/src/i18n/locales/en.json
@@ -65,7 +65,10 @@
"incomes": "Income",
"expenses": "Expenses",
"balance": "Balance",
- "current": "Current"
+ "current": "Current",
+ "continue": "Continue",
+ "creating": "Creating...",
+ "remove": "Remove"
},
"auth": {
"login": "Login",
@@ -558,6 +561,8 @@
"status": {
"label": "Status",
"pending": "Pending",
+ "effective": "Effective",
+ "scheduled": "Scheduled",
"completed": "Completed",
"cancelled": "Cancelled"
},
@@ -1753,6 +1758,7 @@
"subcategory": "Subcategory",
"allCategory": "All category",
"selectCategory": "Select a category",
+ "general": "General",
"amount": "Amount",
"month": "Month",
"budgeted": "Budgeted",
@@ -1776,6 +1782,57 @@
"yearly": "Yearly",
"isCumulative": "Cumulative Budget",
"isCumulativeHelp": "Accumulates expenses from the beginning of the year to the current period",
+ "total": "Total",
+ "wizard": {
+ "title": "Budget Wizard",
+ "button": "Wizard",
+ "step1": "Mode",
+ "step2": "Categories",
+ "step3": "Values",
+ "step4": "Confirm",
+ "quickStart": "Quick Start with Templates",
+ "manual": "Create Manually",
+ "manualDesc": "Choose categories and amounts",
+ "copy": "Copy from Another Month",
+ "copyDesc": "Reuse existing budgets",
+ "loadBudgets": "Load Budgets",
+ "noSourceBudgets": "No budgets in this period to copy",
+ "selectCategories": "Select Categories",
+ "categoriesSelected": "categories selected",
+ "setAmounts": "Set Amounts",
+ "history": "History",
+ "useHistory": "Use historical average",
+ "confirm": "Confirm Budgets",
+ "budgets": "Budgets",
+ "periods": "Periods",
+ "periodHelp": "Defines the automatic creation frequency for budgets",
+ "createBudgets": "Create Budgets",
+ "createBudget": "Create Budget",
+ "successCount": "{{count}} budget(s) created successfully",
+ "errorCount": "{{count}} budget(s) could not be created (already exist)",
+ "fillRequired": "Please fill in the required fields",
+ "updated": "Budget updated successfully",
+ "created": "Budget created successfully",
+ "selectAtLeast": "Select at least one category",
+ "templates": {
+ "basic": {
+ "name": "Basic Budget",
+ "desc": "Essential for monthly control"
+ },
+ "family": {
+ "name": "Family Budget",
+ "desc": "Complete for families"
+ },
+ "individual": {
+ "name": "Individual Budget",
+ "desc": "For single person"
+ },
+ "complete": {
+ "name": "Complete Budget",
+ "desc": "All categories"
+ }
+ }
+ },
"alert": {
"exceeded": "Budget exceeded!",
"warning": "Warning: near limit",
@@ -2204,7 +2261,7 @@
"hero": {
"title": "Take Control of Your Finances",
"subtitle": "Intelligent financial management for individuals and businesses. Track income, expenses, and achieve your financial goals.",
- "cta": "Start Free",
+ "cta": "Start Now",
"learnMore": "Learn More",
"secure": "100% Secure"
},
diff --git a/frontend/src/i18n/locales/es.json b/frontend/src/i18n/locales/es.json
index aad0982..cb8c3a9 100644
--- a/frontend/src/i18n/locales/es.json
+++ b/frontend/src/i18n/locales/es.json
@@ -66,7 +66,10 @@
"incomes": "Ingresos",
"expenses": "Gastos",
"balance": "Balance",
- "current": "Actual"
+ "current": "Actual",
+ "continue": "Continuar",
+ "creating": "Creando...",
+ "remove": "Eliminar"
},
"auth": {
"login": "Iniciar Sesión",
@@ -566,6 +569,8 @@
"status": {
"label": "Estado",
"pending": "Pendiente",
+ "effective": "Efectiva",
+ "scheduled": "Programada",
"completed": "Completada",
"cancelled": "Cancelada"
},
@@ -1809,6 +1814,7 @@
"subcategory": "Subcategoría",
"allCategory": "Toda la categoría",
"selectCategory": "Seleccionar categoría",
+ "general": "General",
"amount": "Monto",
"spent": "Gastado",
"budgeted": "Presupuestado",
@@ -1833,6 +1839,57 @@
"yearly": "Anual",
"isCumulative": "Presupuesto Acumulativo",
"isCumulativeHelp": "Acumula gastos desde inicio de año hasta el período actual",
+ "total": "Total",
+ "wizard": {
+ "title": "Asistente de Presupuestos",
+ "button": "Asistente",
+ "step1": "Modo",
+ "step2": "Categorías",
+ "step3": "Valores",
+ "step4": "Confirmar",
+ "quickStart": "Inicio Rápido con Plantillas",
+ "manual": "Crear Manualmente",
+ "manualDesc": "Elige categorías y valores",
+ "copy": "Copiar de Otro Mes",
+ "copyDesc": "Reutiliza presupuestos existentes",
+ "loadBudgets": "Cargar Presupuestos",
+ "noSourceBudgets": "No hay presupuestos en este período para copiar",
+ "selectCategories": "Selecciona las Categorías",
+ "categoriesSelected": "categorías seleccionadas",
+ "setAmounts": "Define los Valores",
+ "history": "Hist.",
+ "useHistory": "Usar promedio histórico",
+ "confirm": "Confirma los Presupuestos",
+ "budgets": "Presupuestos",
+ "periods": "Períodos",
+ "periodHelp": "Define la frecuencia de creación automática de presupuestos",
+ "createBudgets": "Crear Presupuestos",
+ "createBudget": "Crear Presupuesto",
+ "successCount": "{{count}} presupuesto(s) creado(s) con éxito",
+ "errorCount": "{{count}} presupuesto(s) no pudieron ser creados (ya existen)",
+ "fillRequired": "Complete los campos obligatorios",
+ "updated": "Presupuesto actualizado con éxito",
+ "created": "Presupuesto creado con éxito",
+ "selectAtLeast": "Seleccione al menos una categoría",
+ "templates": {
+ "basic": {
+ "name": "Presupuesto Básico",
+ "desc": "Esencial para control mensual"
+ },
+ "family": {
+ "name": "Presupuesto Familiar",
+ "desc": "Completo para familias"
+ },
+ "individual": {
+ "name": "Presupuesto Individual",
+ "desc": "Para persona soltera"
+ },
+ "complete": {
+ "name": "Presupuesto Completo",
+ "desc": "Todas las categorías"
+ }
+ }
+ },
"summary": {
"totalBudget": "Presupuesto Total",
"totalSpent": "Gastado",
@@ -2206,7 +2263,7 @@
"hero": {
"title": "Toma el Control de tus Finanzas",
"subtitle": "Gestión financiera inteligente para personas y empresas. Controla ingresos, gastos y alcanza tus metas financieras.",
- "cta": "Comenzar Gratis",
+ "cta": "Comenzar Ahora",
"learnMore": "Saber Más",
"secure": "100% Seguro"
},
@@ -2247,7 +2304,7 @@
"month": "mes",
"year": "año",
"free": "Gratis",
- "startFree": "Comenzar Gratis",
+ "startFree": "Comenzar Ahora",
"subscribe": "Suscribirse Ahora",
"billedAnnually": "Facturado anualmente €{{price}}",
"comingSoon": "Próximamente",
@@ -2287,7 +2344,7 @@
"cta": {
"title": "¿Listo para Transformar tus Finanzas?",
"subtitle": "Únete a miles de usuarios que ya tomaron el control de su dinero.",
- "button": "Crear Cuenta Gratis"
+ "button": "Comenzar Ahora"
},
"footer": {
"rights": "Todos los derechos reservados.",
diff --git a/frontend/src/i18n/locales/pt-BR.json b/frontend/src/i18n/locales/pt-BR.json
index f6c4f71..3d67f87 100644
--- a/frontend/src/i18n/locales/pt-BR.json
+++ b/frontend/src/i18n/locales/pt-BR.json
@@ -67,7 +67,10 @@
"incomes": "Receitas",
"expenses": "Despesas",
"balance": "Saldo",
- "current": "Atual"
+ "current": "Atual",
+ "continue": "Continuar",
+ "creating": "Criando...",
+ "remove": "Remover"
},
"auth": {
"login": "Entrar",
@@ -568,6 +571,8 @@
"status": {
"label": "Status",
"pending": "Pendente",
+ "effective": "Efetivada",
+ "scheduled": "Agendada",
"completed": "Concluída",
"cancelled": "Cancelada"
},
@@ -1763,6 +1768,7 @@
"subcategory": "Subcategoria",
"allCategory": "Toda a categoria",
"selectCategory": "Selecione uma categoria",
+ "general": "Geral",
"amount": "Valor",
"month": "Mês",
"budgeted": "Orçado",
@@ -1784,6 +1790,57 @@
"yearly": "Anual",
"isCumulative": "Orçamento Cumulativo",
"isCumulativeHelp": "Acumula gastos desde o início do ano até o período atual",
+ "total": "Total",
+ "wizard": {
+ "title": "Assistente de Orçamentos",
+ "button": "Assistente",
+ "step1": "Modo",
+ "step2": "Categorias",
+ "step3": "Valores",
+ "step4": "Confirmar",
+ "quickStart": "Início Rápido com Templates",
+ "manual": "Criar Manualmente",
+ "manualDesc": "Escolha categorias e valores",
+ "copy": "Copiar de Outro Mês",
+ "copyDesc": "Reutilize orçamentos existentes",
+ "loadBudgets": "Carregar Orçamentos",
+ "noSourceBudgets": "Não há orçamentos neste período para copiar",
+ "selectCategories": "Selecione as Categorias",
+ "categoriesSelected": "categorias selecionadas",
+ "setAmounts": "Defina os Valores",
+ "history": "Hist.",
+ "useHistory": "Usar média histórica",
+ "confirm": "Confirme os Orçamentos",
+ "budgets": "Orçamentos",
+ "periods": "Períodos",
+ "periodHelp": "Define a frequência de criação automática dos orçamentos",
+ "createBudgets": "Criar Orçamentos",
+ "createBudget": "Criar Orçamento",
+ "successCount": "{{count}} orçamento(s) criado(s) com sucesso",
+ "errorCount": "{{count}} orçamento(s) não puderam ser criados (já existem)",
+ "fillRequired": "Preencha os campos obrigatórios",
+ "updated": "Orçamento atualizado com sucesso",
+ "created": "Orçamento criado com sucesso",
+ "selectAtLeast": "Selecione pelo menos uma categoria",
+ "templates": {
+ "basic": {
+ "name": "Orçamento Básico",
+ "desc": "Essencial para controle mensal"
+ },
+ "family": {
+ "name": "Orçamento Familiar",
+ "desc": "Completo para famílias"
+ },
+ "individual": {
+ "name": "Orçamento Individual",
+ "desc": "Para pessoa solteira"
+ },
+ "complete": {
+ "name": "Orçamento Completo",
+ "desc": "Todas as categorias"
+ }
+ }
+ },
"alert": {
"exceeded": "Orçamento excedido!",
"warning": "Atenção: próximo do limite",
@@ -2224,7 +2281,7 @@
"hero": {
"title": "Assuma o Controle das suas Finanças",
"subtitle": "Gestão financeira inteligente para pessoas e empresas. Acompanhe receitas, despesas e alcance seus objetivos financeiros.",
- "cta": "Começar Grátis",
+ "cta": "Começar Agora",
"learnMore": "Saiba Mais",
"secure": "100% Seguro"
},
diff --git a/frontend/src/index.css b/frontend/src/index.css
index a88c1ab..69304f9 100644
--- a/frontend/src/index.css
+++ b/frontend/src/index.css
@@ -1899,6 +1899,16 @@ input[type="color"]::-webkit-color-swatch {
color: #94a3b8;
}
+.txn-status-badge.effective {
+ background: rgba(16, 185, 129, 0.15);
+ color: #10b981;
+}
+
+.txn-status-badge.scheduled {
+ background: rgba(59, 130, 246, 0.15);
+ color: #3b82f6;
+}
+
/* Actions dropdown */
.txn-actions-btn {
width: 28px;
diff --git a/frontend/src/pages/Accounts.jsx b/frontend/src/pages/Accounts.jsx
index 9ae8c7f..29a6b36 100644
--- a/frontend/src/pages/Accounts.jsx
+++ b/frontend/src/pages/Accounts.jsx
@@ -1,12 +1,14 @@
import React, { useState, useEffect } from 'react';
import { useTranslation } from 'react-i18next';
import { useNavigate } from 'react-router-dom';
-import { accountService, liabilityAccountService } from '../services/api';
+import { accountService, liabilityAccountService, assetAccountService } from '../services/api';
import { useToast } from '../components/Toast';
import { ConfirmModal } from '../components/Modal';
import IconSelector from '../components/IconSelector';
import CurrencySelector from '../components/CurrencySelector';
import { useFormatters } from '../hooks';
+import AssetWizard from '../components/AssetWizard';
+import AccountWizard from '../components/AccountWizard';
const Accounts = () => {
const { t } = useTranslation();
@@ -15,10 +17,17 @@ const Accounts = () => {
const { currency: formatCurrencyHook } = useFormatters();
const [accounts, setAccounts] = useState([]);
const [liabilityAccounts, setLiabilityAccounts] = useState([]);
+ const [assetAccounts, setAssetAccounts] = useState([]);
const [loading, setLoading] = useState(true);
const [showModal, setShowModal] = useState(false);
const [showDeleteModal, setShowDeleteModal] = useState(false);
const [showAdjustModal, setShowAdjustModal] = useState(false);
+ const [showAssetWizard, setShowAssetWizard] = useState(false);
+ const [showAccountWizard, setShowAccountWizard] = useState(false);
+ const [editingAccount, setEditingAccount] = useState(null);
+ const [showAssetDetail, setShowAssetDetail] = useState(false);
+ const [selectedAsset, setSelectedAsset] = useState(null);
+ const [editingAsset, setEditingAsset] = useState(null);
const [adjustAccount, setAdjustAccount] = useState(null);
const [targetBalance, setTargetBalance] = useState('');
const [adjusting, setAdjusting] = useState(false);
@@ -27,7 +36,7 @@ const Accounts = () => {
const [recalculating, setRecalculating] = useState(false);
const [filter, setFilter] = useState({ type: '', is_active: '' });
const [isMobile, setIsMobile] = useState(window.innerWidth < 768);
- const [activeTab, setActiveTab] = useState('accounts'); // 'accounts' ou 'liabilities'
+ const [activeTab, setActiveTab] = useState('accounts'); // 'accounts', 'liabilities' ou 'assets'
const [formData, setFormData] = useState({
name: '',
@@ -69,9 +78,10 @@ const Accounts = () => {
if (filter.is_active !== '') params.is_active = filter.is_active;
// Carregar contas normais e passivas em paralelo
- const [accountsResponse, liabilityResponse] = await Promise.all([
+ const [accountsResponse, liabilityResponse, assetResponse] = await Promise.all([
accountService.getAll(params),
- liabilityAccountService.getAll({ is_active: filter.is_active || undefined })
+ liabilityAccountService.getAll({ is_active: filter.is_active || undefined }),
+ assetAccountService.getAll({ status: filter.is_active === '1' ? 'active' : undefined })
]);
if (accountsResponse.success) {
@@ -80,6 +90,9 @@ const Accounts = () => {
if (liabilityResponse.success) {
setLiabilityAccounts(liabilityResponse.data);
}
+ if (assetResponse.success) {
+ setAssetAccounts(assetResponse.data);
+ }
} catch (error) {
toast.error(t('accounts.loadError'));
} finally {
@@ -254,7 +267,56 @@ const Accounts = () => {
}
};
- // Calcula totais agrupados por moeda (incluindo passivos como valor negativo)
+ // Abrir modal de detalhes do ativo
+ const handleOpenAssetDetail = async (asset) => {
+ try {
+ const response = await assetAccountService.getById(asset.id);
+ if (response.success) {
+ setSelectedAsset(response.data);
+ setShowAssetDetail(true);
+ }
+ } catch (error) {
+ toast.error('Erro ao carregar detalhes do ativo');
+ }
+ };
+
+ // Fechar modal de detalhes do ativo
+ const handleCloseAssetDetail = () => {
+ setShowAssetDetail(false);
+ setSelectedAsset(null);
+ };
+
+ // Editar ativo
+ const handleEditAsset = () => {
+ setEditingAsset(selectedAsset);
+ setShowAssetDetail(false);
+ setShowAssetWizard(true);
+ };
+
+ // Callback após salvar/criar ativo
+ const handleAssetSuccess = (assetData) => {
+ loadAccounts();
+ setEditingAsset(null);
+ toast.success(editingAsset ? 'Activo actualizado con éxito' : 'Activo creado con éxito');
+ };
+
+ // Callback após salvar/criar conta via wizard
+ const handleAccountWizardSuccess = (data, destinationType) => {
+ loadAccounts();
+ setEditingAccount(null);
+
+ const isEditing = !!editingAccount;
+
+ if (destinationType === 'asset') {
+ toast.success(isEditing ? 'Cuenta de ahorro actualizada' : 'Cuenta de ahorro creada como activo');
+ } else if (destinationType === 'liability') {
+ toast.success(isEditing ? 'Tarjeta de crédito actualizada' : 'Tarjeta de crédito creada como pasivo');
+ } else {
+ toast.success(isEditing ? t('accounts.updateSuccess') : t('accounts.createSuccess'));
+ }
+ };
+
+ // Calcula totais agrupados por moeda (incluindo passivos como valor negativo e ativos como positivo)
const getTotalsByCurrency = () => {
const totals = {};
@@ -281,19 +343,49 @@ const Accounts = () => {
totals[currency] -= parseFloat(acc.remaining_balance || 0);
});
+ // Ativos (como valor positivo - current_value)
+ assetAccounts
+ .filter(acc => acc.status === 'active')
+ .forEach(acc => {
+ const currency = acc.currency || 'EUR';
+ if (!totals[currency]) {
+ totals[currency] = 0;
+ }
+ // Somar o valor atual do ativo
+ totals[currency] += parseFloat(acc.current_value || 0);
+ });
+
return totals;
};
- // Total de contas ativas (normais + passivas)
+ // Total de contas ativas (normais + passivas + ativos)
const getTotalActiveAccounts = () => {
const normalActive = accounts.filter(a => a.is_active).length;
const liabilityActive = liabilityAccounts.filter(a => a.is_active).length;
- return normalActive + liabilityActive;
+ const assetActive = assetAccounts.filter(a => a.status === 'active').length;
+ return normalActive + liabilityActive + assetActive;
};
// Total de todas as contas
const getTotalAccounts = () => {
- return accounts.length + liabilityAccounts.length;
+ return accounts.length + liabilityAccounts.length + assetAccounts.length;
+ };
+
+ // Total de ativos por moeda
+ const getAssetTotalsByCurrency = () => {
+ const totals = {};
+ assetAccounts
+ .filter(acc => acc.status === 'active')
+ .forEach(acc => {
+ const currency = acc.currency || 'EUR';
+ if (!totals[currency]) {
+ totals[currency] = { current: 0, acquisition: 0, count: 0 };
+ }
+ totals[currency].current += parseFloat(acc.current_value || 0);
+ totals[currency].acquisition += parseFloat(acc.acquisition_value || 0);
+ totals[currency].count++;
+ });
+ return totals;
};
return (
@@ -324,48 +416,74 @@ const Accounts = () => {
)}
{activeTab === 'accounts' && (
-