{% extends 'app_base.html' %}{% block content %}
<div class="toolbar"><div class="page-head" style="margin:0"><div class="eyebrow">Gestão financeira</div><h1>Financeiro</h1><p>Contas a receber, pagamentos parciais, saldos, descontos e histórico financeiro.</p></div><button class="btn btn-primary" onclick="openDialog('newCharge')"><span class="material-symbols-outlined">request_quote</span>Nova cobrança</button></div>
<div class="metric-grid"><div class="card metric"><span class="material-symbols-outlined metric-icon">receipt_long</span><div class="metric-label">Faturado</div><div class="metric-value">R$ {{ '%.2f'|format(summary.billed) }}</div></div><div class="card metric"><span class="material-symbols-outlined metric-icon">payments</span><div class="metric-label">Recebido</div><div class="metric-value">R$ {{ '%.2f'|format(summary.received) }}</div></div><div class="card metric"><span class="material-symbols-outlined metric-icon">pending_actions</span><div class="metric-label">Saldo a receber</div><div class="metric-value">R$ {{ '%.2f'|format(summary.open) }}</div></div><div class="card metric"><span class="material-symbols-outlined metric-icon">account_balance_wallet</span><div class="metric-label">Caixa líquido</div><div class="metric-value">R$ {{ '%.2f'|format(summary.net) }}</div></div></div>
<div class="subnav" style="margin:20px 0"><button class="subnav-btn active" onclick="showFinanceTab('charges',this)">Contas a receber</button><button class="subnav-btn" onclick="showFinanceTab('payments',this)">Recebimentos</button><button class="subnav-btn" onclick="showFinanceTab('legacy',this)">Lançamentos avulsos</button></div>
<section id="tab-charges" class="finance-tab card table-wrap"><table class="table"><thead><tr><th>Emissão</th><th>Paciente / serviço</th><th>Vencimento</th><th>Total</th><th>Recebido</th><th>Saldo</th><th>Status</th><th>Ações</th></tr></thead><tbody>{% for c in charges %}<tr><td>{{ c.date or '—' }}</td><td><b>{{ c.patient_name }}</b><div class="muted">{{ c.service_name or 'Cobrança avulsa' }}</div></td><td>{{ c.due_date or '—' }}</td><td>R$ {{ c.total_amount }}</td><td>R$ {{ c.paid_amount }}</td><td><b>R$ {{ c.balance_amount }}</b></td><td><span class="badge {{ 'badge-success' if c.status=='PAGO' else 'status-info' if c.status=='PARCIAL' else 'status-cancel' if c.status=='CANCELADO' else 'status-pending' }}">{{ c.status }}</span></td><td><div class="actions">{% if c.status in ['ABERTO','PARCIAL'] %}<button class="btn btn-primary btn-sm" onclick="openDialog('pay-{{ c.id }}')"><span class="material-symbols-outlined">payments</span>Receber</button>{% if pix_settings.enabled and pix_settings.key %}<form method="post" action="{{ url_for('clinic.pix_create',cid=c.id) }}"><input type="hidden" name="amount" value="{{ c.balance_amount }}"><button class="btn btn-soft btn-sm" title="Gerar PIX automaticamente"><span class="material-symbols-outlined">qr_code_2</span>PIX</button></form>{% endif %}<button class="btn btn-soft btn-sm btn-icon" onclick="openDialog('editCharge-{{ c.id }}')"><span class="material-symbols-outlined">edit</span></button><form method="post" action="{{ url_for('clinic.charge_cancel',cid=c.id) }}"><button type="button" class="btn btn-warn btn-sm" onclick="confirmSubmit(this.form,'Cancelar esta cobrança?')">Cancelar</button></form>{% endif %}{% if c.status!='CANCELADO' and c.paid_amount in ['0','0.00',0,0.0] %}<form method="post" action="{{ url_for('clinic.charge_delete',cid=c.id) }}"><button type="button" class="btn btn-danger btn-sm btn-icon" onclick="confirmSubmit(this.form,'Excluir definitivamente esta cobrança?')"><span class="material-symbols-outlined">delete</span></button></form>{% endif %}</div></td></tr>{% else %}<tr><td colspan="8" class="empty">Nenhuma cobrança. Crie uma para acompanhar valor contratado, pagamentos e saldo.</td></tr>{% endfor %}</tbody></table></section>
<section id="tab-payments" class="finance-tab card table-wrap" style="display:none"><table class="table"><thead><tr><th>Data</th><th>Paciente</th><th>Valor recebido</th><th>Forma</th><th>Referência</th><th>Status</th><th>Ação</th></tr></thead><tbody>{% for p in payments %}<tr><td>{{ p.date }}</td><td>{{ p.patient_name }}</td><td><b>R$ {{ p.amount }}</b></td><td>{{ p.payment_method or p.method or '—' }}</td><td>{{ p.reference or '—' }}</td><td><span class="badge {{ 'badge-success' if p.status=='CONFIRMADO' else 'status-cancel' }}">{{ p.status }}</span></td><td>{% if p.status!='CANCELADO' %}<form method="post" action="{{ url_for('clinic.payment_cancel',pid=p.id) }}"><button type="button" class="btn btn-warn btn-sm" onclick="confirmSubmit(this.form,'Estornar/cancelar este recebimento? O saldo da cobrança será recalculado.')">Estornar</button></form>{% endif %}</td></tr>{% else %}<tr><td colspan="7" class="empty">Nenhum recebimento registrado.</td></tr>{% endfor %}</tbody></table></section>
<section id="tab-legacy" class="finance-tab card table-wrap" style="display:none"><div class="form-section"><div class="toolbar"><div><h2 style="margin:0">Lançamentos avulsos</h2><p class="muted">Para ajustes não vinculados a uma cobrança.</p></div><button class="btn btn-soft" onclick="openDialog('newTransaction')">Novo avulso</button></div></div><table class="table"><thead><tr><th>Data</th><th>Paciente</th><th>Tipo</th><th>Categoria</th><th>Status</th><th>Valor</th><th>Ações</th></tr></thead><tbody>{% for x in transactions %}<tr><td>{{ x.date }}</td><td>{{ x.patient_name or '—' }}</td><td>{{ x.type|upper }}</td><td>{{ x.category }}</td><td>{{ x.status or '—' }}</td><td>R$ {{ x.value }}</td><td><form method="post" action="{{ url_for('clinic.transaction_delete',tid=x.id) }}"><button type="button" class="btn btn-danger btn-sm btn-icon" onclick="confirmSubmit(this.form,'Excluir lançamento?')"><span class="material-symbols-outlined">delete</span></button></form></td></tr>{% else %}<tr><td colspan="7" class="empty">Nenhum lançamento avulso.</td></tr>{% endfor %}</tbody></table></section>
{% macro charge_fields(c=None) -%}<div class="grid-2"><div><label class="label">Paciente *</label><select class="input" name="patient_id" required {% if c %}disabled{% endif %}><option value="">Selecione</option>{% for p in patients %}<option value="{{ p.id }}" {{ 'selected' if c and c.patient_id==p.id }}>{{ p.name }}</option>{% endfor %}</select>{% if c %}<input type="hidden" name="patient_id" value="{{ c.patient_id }}">{% endif %}</div><div><label class="label">Serviço/procedimento</label><select class="input" name="service_id"><option value="">Cobrança avulsa</option>{% for s in services %}<option value="{{ s.id }}" data-price="{{ s.price }}" {{ 'selected' if c and c.service_id==s.id }}>{{ s.name }} — R$ {{ s.price }}</option>{% endfor %}</select></div><div><label class="label">Data de emissão *</label><input class="input" type="date" name="date" value="{{ c.date if c else '' }}" required></div><div><label class="label">Vencimento</label><input class="input" type="date" name="due_date" value="{{ c.due_date if c else '' }}"></div><div><label class="label">Valor bruto *</label><input class="input gross" type="number" step="0.01" min="0" name="gross_amount" value="{{ c.gross_amount if c else '' }}" required></div><div><label class="label">Desconto</label><input class="input" type="number" step="0.01" min="0" name="discount_amount" value="{{ c.discount_amount if c else '0.00' }}"></div><div><label class="label">Acréscimo</label><input class="input" type="number" step="0.01" min="0" name="surcharge_amount" value="{{ c.surcharge_amount if c else '0.00' }}"></div><div><label class="label">Responsável / referência</label><input class="input" name="reference" value="{{ c.reference if c else '' }}" placeholder="Guia, autorização, contrato..."></div></div><div style="margin-top:14px"><label class="label">Observações</label><textarea class="input" name="notes">{{ c.notes if c else '' }}</textarea></div>{%- endmacro %}
<dialog id="newCharge" class="dialog"><form method="post" action="{{ url_for('clinic.charge_create') }}"><div class="dialog-head"><h2>Nova cobrança</h2><button type="button" class="icon-btn" onclick="closeDialog('newCharge')">×</button></div><div class="dialog-body">{{ charge_fields() }}<div class="notice" style="margin-top:14px">Exemplo: consulta de R$ 250. Se receber R$ 100 agora, registre o pagamento depois; o sistema manterá R$ 150 em aberto.</div></div><div class="dialog-actions"><button type="button" class="btn btn-soft" onclick="closeDialog('newCharge')">Cancelar</button><button class="btn btn-primary">Criar cobrança</button></div></form></dialog>
{% for c in charges %}<dialog id="editCharge-{{ c.id }}" class="dialog"><form method="post" action="{{ url_for('clinic.charge_edit',cid=c.id) }}"><div class="dialog-head"><h2>Editar cobrança</h2><button type="button" class="icon-btn" onclick="closeDialog('editCharge-{{ c.id }}')">×</button></div><div class="dialog-body">{{ charge_fields(c) }}</div><div class="dialog-actions"><button type="button" class="btn btn-soft" onclick="closeDialog('editCharge-{{ c.id }}')">Cancelar</button><button class="btn btn-primary">Salvar</button></div></form></dialog>
<dialog id="pay-{{ c.id }}" class="dialog"><form method="post" action="{{ url_for('clinic.payment_create',cid=c.id) }}"><div class="dialog-head"><h2>Registrar recebimento</h2><button type="button" class="icon-btn" onclick="closeDialog('pay-{{ c.id }}')">×</button></div><div class="dialog-body"><div class="payment-summary"><div><span>Total</span><b>R$ {{ c.total_amount }}</b></div><div><span>Já recebido</span><b>R$ {{ c.paid_amount }}</b></div><div><span>Saldo</span><b>R$ {{ c.balance_amount }}</b></div></div><div class="grid-2" style="margin-top:16px"><div><label class="label">Data *</label><input class="input" type="date" name="date" required></div><div><label class="label">Valor recebido *</label><input class="input" type="number" step="0.01" min="0.01" max="{{ c.balance_amount }}" name="amount" value="{{ c.balance_amount }}" required></div><div><label class="label">Forma de pagamento *</label><select class="input payment-method-select" name="method" required data-pix-url="{{ url_for('clinic.pix_create',cid=c.id) }}" data-pix-enabled="{{ '1' if pix_settings.enabled and pix_settings.key else '0' }}"><option value="">Selecione</option>{% for m in payment_methods %}<option>{{ m }}</option>{% endfor %}</select></div><div><label class="label">Referência</label><input class="input" name="reference" placeholder="NSU, ID Pix, parcela..."></div></div><div style="margin-top:14px"><label class="label">Observações</label><textarea class="input" name="notes"></textarea></div></div><div class="dialog-actions"><button type="button" class="btn btn-soft" onclick="closeDialog('pay-{{ c.id }}')">Cancelar</button><button class="btn btn-primary">Confirmar recebimento</button></div></form></dialog>{% endfor %}
<dialog id="newTransaction" class="dialog"><form method="post"><div class="dialog-head"><h2>Lançamento avulso</h2><button type="button" class="icon-btn" onclick="closeDialog('newTransaction')">×</button></div><div class="dialog-body"><div class="grid-2"><div><label class="label">Paciente</label><select class="input" name="patient_id"><option value="">Sem paciente</option>{% for p in patients %}<option value="{{ p.id }}">{{ p.name }}</option>{% endfor %}</select></div><div><label class="label">Data</label><input class="input" type="date" name="date" required></div><div><label class="label">Tipo</label><select class="input" name="type"><option value="receita">Receita</option><option value="despesa">Despesa</option></select></div><div><label class="label">Categoria</label><select class="input" name="category"><option value="">Selecione</option>{% for x in revenue_categories %}<option>{{ x.name }}</option>{% endfor %}</select></div><div><label class="label">Conta / Caixa</label><select class="input" name="account"><option value="">Selecione</option>{% for x in accounts %}<option>{{ x.name }}</option>{% endfor %}</select></div><div><label class="label">Centro de custo</label><select class="input" name="cost_center"><option value="">Selecione</option>{% for x in cost_centers %}<option>{{ x.name }}</option>{% endfor %}</select></div><div><label class="label">Status</label><select class="input" name="status"><option>PAGO</option><option>PENDENTE</option></select></div><div><label class="label">Valor</label><input class="input" type="number" step="0.01" name="value" required></div></div></div><div class="dialog-actions"><button type="button" class="btn btn-soft" onclick="closeDialog('newTransaction')">Cancelar</button><button class="btn btn-primary">Salvar</button></div></form></dialog>
<script>
function showFinanceTab(name,btn){document.querySelectorAll('.finance-tab').forEach(x=>x.style.display='none');document.getElementById('tab-'+name).style.display='block';document.querySelectorAll('.subnav-btn').forEach(x=>x.classList.remove('active'));btn.classList.add('active')}
document.querySelectorAll('select[name="service_id"]').forEach(sel=>sel.addEventListener('change',function(){const opt=this.options[this.selectedIndex],form=this.closest('form'),gross=form.querySelector('.gross');if(opt.dataset.price&&gross&&!gross.value)gross.value=opt.dataset.price}))
document.querySelectorAll('.payment-method-select').forEach(sel=>sel.addEventListener('change',function(){if(this.value.toUpperCase()==='PIX'&&this.dataset.pixEnabled==='1'){const current=this.closest('form'),amount=current.querySelector('[name=amount]').value;if(!amount||Number(amount)<=0){alert('Informe o valor do PIX.');this.value='';return;}const f=document.createElement('form');f.method='post';f.action=this.dataset.pixUrl;const i=document.createElement('input');i.type='hidden';i.name='amount';i.value=amount;f.appendChild(i);document.body.appendChild(f);f.submit();}}))
</script>
{% endblock %}