Merge pull request #148 from LerianStudio/refactor/product-id-to-segm…

…ent-id Refactor/product id to segment
LerianStudio · Feb 12, 2025 · 5065386 · 5065386
2 parents a92a837 + 0e44c78
commit 5065386
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diff --git a/STRUCTURE.md b/STRUCTURE.md
@@ -23,7 +23,7 @@ The project is structured into several key directories, each serving specific ro
     │   |   |   └── [id]
     │   |   |       ├── accounts-and-portfolios
     │   |   |       ├── overview
-    │   |   |       └── products
+    │   |   |       └── segments
     │   |   ├── settings
     │   |   |   └── organizations
     │   └── api
@@ -40,8 +40,8 @@ The project is structured into several key directories, each serving specific ro
     |       |           |   |   └── [assetId]
     |       |           |   ├── portfolios
     |       |           |   |   └── [portfolioId]
-    |       |           |   └── products
-    |       |           |       └── [productId]
+    |       |           |   └── segments
+    |       |           |       └── [segmentId]
     |       |           |
     |       |           └── ledgers-assets
     |       └── utils

diff --git a/locales/compiled/en.json b/locales/compiled/en.json
@@ -45,7 +45,7 @@
   "common.new.account": "New Account",
   "common.new.asset": "New Asset",
   "common.new.portfolio": "New Portfolio",
-  "common.new.product": "New Product",
+  "common.new.segment": "New Product",
   "common.noOptions": "No options found.",
   "common.none": "None",
   "common.operations": "Operations",
@@ -372,4 +372,4 @@
   "transactions.subtitle": "View, edit, and manage the transactions of a specific ledger.",
   "transactions.tab.create": "New Transaction",
   "transactions.title": "Transactions"
-}
+}
diff --git a/locales/extracted/en.json b/locales/extracted/en.json
@@ -47,7 +47,7 @@
   "common.new.account": "New Account",
   "common.new.asset": "New Asset",
   "common.new.portfolio": "New Portfolio",
-  "common.new.product": "New Product",
+  "common.new.segment": "New Segment",
   "common.noOptions": "No options found.",
   "common.none": "None",
   "common.operations": "Operations",
@@ -102,7 +102,7 @@
   "entity.portfolio.description": "Enter the unique identifier for the entity associated with this portfolio",
   "entity.portfolio.entityId": "Entity Id",
   "entity.portfolio.name": "Portfolio Name",
-  "entity.product.name": "Product Name",
+  "entity.segment.name": "Segment Name",
   "entity.transaction.asset": "Asset",
   "entity.transaction.value": "Value",
   "entity.transactions.data": "Data",
@@ -115,7 +115,7 @@
   "error.midaz.assetNameOrCodeDuplicate": "Error Midaz asset name or code duplicate",
   "error.midaz.codeUpperCaseRequirement": "Error Midaz code upper case requirement",
   "error.midaz.currencyCodeStandardCompliance": "Error Midaz currency code standard compliance",
-  "error.midaz.duplicateProductNameError": "Error Midaz duplicate product name error",
+  "error.midaz.duplicateSegmentNameError": "Error Midaz duplicate segment name error",
   "error.midaz.entityNotFound": "Error Midaz entity not found",
   "error.midaz.invalidCodeFormat": "Error Midaz invalid code format",
   "error.midaz.invalidCountryCode": "Error Midaz invalid country code",
@@ -185,8 +185,8 @@
   "ledgers.account.field.name.tooltip": "Enter the name of the account",
   "ledgers.account.field.portfolio": "Portfolio",
   "ledgers.account.field.portfolio.tooltip": "Portfolio that will receive this account",
-  "ledgers.account.field.product": "Product",
-  "ledgers.account.field.product.tooltip": "Category (cluster) of clients with specific characteristics",
+  "ledgers.account.field.segment": "Segment",
+  "ledgers.account.field.segment.tooltip": "Category (cluster) of clients with specific characteristics",
   "ledgers.account.field.type.tooltip": "The type of account",
   "ledgers.account.sheet.create.description": "Fill in the details of the Account you want to create.",
   "ledgers.account.sheet.create.title": "New Account",
@@ -228,7 +228,7 @@
   "ledgers.portfolio.deleteDialog.description": "You will delete a portfolio",
   "ledgers.portfolio.deleteDialog.title": "Are you sure?",
   "ledgers.portfolio.sheet.description": "Fill in the details of the Portfolio you want to create.",
-  "ledgers.portfolio.sheet.edit.description": "View and edit product fields.",
+  "ledgers.portfolio.sheet.edit.description": "View and edit segment fields.",
   "ledgers.portfolio.sheet.edit.title": "Edit {portfolioName}",
   "ledgers.portfolio.sheet.tabs.details": "Portfolio Details",
   "ledgers.portfolio.sheet.title": "New Portfolio",
@@ -237,16 +237,16 @@
   "ledgers.portfolio.tooltip": "Create portfolios and link accounts to manage more efficiently.",
   "ledgers.portfolios.emptyResource": "You haven't created any Portfolios yet",
   "ledgers.portfolios.showing": "{number, plural, =0 {No portfolios found} one {Showing {count} portfolio} other {Showing {count} portfolios}}.",
-  "ledgers.products.emptyResource": "You haven't created any Products yet",
-  "ledgers.products.sheet.description": "Fill in the details of the Product you want to create.",
-  "ledgers.products.sheet.edit.description": "View and edit product fields.",
-  "ledgers.products.sheet.edit.title": "Edit \"{productName}\"",
-  "ledgers.products.sheet.tabs.details": "Product Details",
-  "ledgers.products.sheet.title": "New Product",
-  "ledgers.products.showing": "{number, plural, =0 {No products found} one {Showing {count} product} other {Showing {count} products}}.",
-  "ledgers.products.subtitle": "Manage the products of this ledger.",
-  "ledgers.products.title": "Products",
-  "ledgers.products.tooltip": "Clustering or allocation of customers at different levels.",
+  "ledgers.segments.emptyResource": "You haven't created any Segments yet",
+  "ledgers.segments.sheet.description": "Fill in the details of the Segment you want to create.",
+  "ledgers.segments.sheet.edit.description": "View and edit segment fields.",
+  "ledgers.segments.sheet.edit.title": "Edit \"{segmentName}\"",
+  "ledgers.segments.sheet.tabs.details": "Segment Details",
+  "ledgers.segments.sheet.title": "New Segment",
+  "ledgers.segments.showing": "{number, plural, =0 {No segments found} one {Showing {count} segment} other {Showing {count} segments}}.",
+  "ledgers.segments.subtitle": "Manage the segments of this ledger.",
+  "ledgers.segments.title": "Segments",
+  "ledgers.segments.tooltip": "Clustering or allocation of customers at different levels.",
   "ledgers.sheet.tabs.details": "Ledger Details",
   "ledgers.sheetCreate.description": "Fill in the data of the Ledger you wish to create.",
   "ledgers.sheetCreate.title": "New Ledger",
@@ -256,7 +256,7 @@
   "ledgers.tab.assets": "Assets",
   "ledgers.tab.overview": "Overview",
   "ledgers.tab.portfolios": "Portfolios",
-  "ledgers.tab.products": "Products",
+  "ledgers.tab.segments": "Segments",
   "ledgers.title": "Ledgers",
   "ledgers.toast.accountCreated": "{accountName} account successfully created",
   "ledgers.toast.accountDeleted": "{accountName} account successfully deleted",
@@ -299,12 +299,12 @@
   "organizations.title": "Settings",
   "organizations.toast.create.success": "Organization created!",
   "organizations.toast.update.success": "Organization updated successfully!",
-  "products.delete.description": "You are about to permanently delete this product. This action cannot be undone. Do you wish to continue?",
+  "segments.delete.description": "You are about to permanently delete this segment. This action cannot be undone. Do you wish to continue?",
   "settings.system.language": "Language",
   "settings.system.locale.description": "Select the language you would like to use on Midaz.",
   "settings.system.paper.description": "Adjust system preferences.",
   "settings.tab.portfolios": "Portfolios",
-  "settings.tab.products": "Products",
+  "settings.tab.segments": "Segments",
   "settings.tabs.organizations": "Organizations",
   "settings.tabs.system": "System",
   "settings.title": "Settings",
@@ -316,7 +316,7 @@
   "settingsDropdown.system": "System",
   "sideBar.accountHolders.accounts": "Accounts",
   "sideBar.accountHolders.portfolios": "Portfolios",
-  "sideBar.accountHolders.products": "Products",
+  "sideBar.accountHolders.segments": "Segments",
   "sideBar.accountHolders.title": "AccountHolders",
   "sideBar.home": "Home",
   "sideBar.ledgers": "Ledgers",

diff --git a/locales/extracted/pt.json b/locales/extracted/pt.json
@@ -50,7 +50,6 @@
   "settingsDialog.title": "Configurações",
   "sideBar.accountHolders.accounts": "Contas",
   "sideBar.accountHolders.portfolios": "Portfólios",
-  "sideBar.accountHolders.products": "Produtos",
   "sideBar.accountHolders.title": "AccountHolders",
   "sideBar.home": "Home",
   "sideBar.ledgers": "Ledgers",
@@ -79,7 +78,6 @@
   "error.midaz.invalidType": "O 'tipo' fornecido não é válido. Os tipos aceitos são moeda, criptografia, commodities ou outros. Forneça um tipo válido.",
   "error.midaz.assetNameOrCodeDuplicate": "Já existe um ativo com o mesmo nome ou código em seu razão. Modifique o nome ou código do seu novo ativo.",
   "error.midaz.invalidScriptError": "O script fornecido na sua solicitação é inválido ou está em um formato incompatível. Verifique o formato do script e tente novamente.",
-  "error.midaz.duplicateProductNameError": "Já existe um produto com o nome para este ID contábil. Tente novamente com um razão ou nome diferente.",
   "error.midaz.unauthorized": "O token fornecido está expirado, inválido ou malformado. Forneça um token válido e tente novamente.",
   "error.midaz.accountIneligibilityError": "Uma ou mais contas listadas na transação não são elegíveis para participar. Revise o status da conta e tente novamente.",
   "error.midaz.insufficientFundsError": "A transação não pôde ser concluída devido a fundos insuficientes na conta. Adicione fundos suficientes à sua conta e tente novamente.",
@@ -103,7 +101,6 @@
   "common.name": "Nome",
   "common.requiredFields": "(*) campos obrigatórios.",
   "common.table.metadata": "{number, plural, =0 {-} one {# registro} other {# registros}}",
-  "entity.product.name": "Nome do Produto",
   "errors.custom.date.invalid": "Data inválida",
   "errors.custom.one_lowercase_letter": "Campo deve conter pelo menos 1 letra minúscula",
   "errors.custom.one_number": "Campo deve conter pelo menos 1 número",
@@ -123,20 +120,10 @@
   "errors.too_small.string.exact": "Campo deve conter exatamente {minimum} {minimum, plural, =0 {caracteres} one {caractere} other {caracteres}}",
   "errors.too_small.string.inclusive": "Campo deve conter no mínimo {minimum} {minimum, plural, =0 {caracteres} one {caractere} other {caracteres}}",
   "errors.too_small.string.not_inclusive": "Campo deve conter mais de {minimum} {minimum, plural, =0 {caracteres} one {caractere} other {caracteres}}",
-  "ledgers.products.sheet.description": "Preencha os dados do Produto que você deseja criar.",
-  "ledgers.products.sheet.title": "Novo Produto",
-  "ledgers.products.subtitle": "Gerencie os produtos deste ledger.",
-  "ledgers.products.title": "Produtos",
-  "ledgers.tab.products": "Produtos",
-  "settings.tab.products": "Produtos",
-  "ledgers.products.emptyResource": "Você ainda não criou um Produto.",
-  "ledgers.products.sheet.edit.description": "Visualize e edite os campos do produto.",
-  "ledgers.products.sheet.edit.title": "Editar \"{productName}\"",
   "common.confirmDeletion": "Confirmar Exclusão",
   "common.remove": "Remover",
   "common.send": "Enviar",
   "organizations.delete.description": "Você está prestes a excluir permanentemente esta organização. Essa ação não pode ser desfeita. Deseja continuar?",
-  "products.delete.description": "Você está prestes a excluir permanentemente este produto. Essa ação não pode ser desfeita. Deseja continuar?",
   "entity.address": "Endereço",
   "entity.address.city": "Cidade",
   "entity.address.complement": "Complemento",
@@ -207,8 +194,6 @@
   "ledgers.account.field.name.tooltip": "Insira o nome da conta",
   "ledgers.account.field.portfolio": "Portfólio",
   "ledgers.account.field.portfolio.tooltip": "Portfólio que vai receber essa conta",
-  "ledgers.account.field.product": "Produto",
-  "ledgers.account.field.product.tooltip": "Categoria (cluster) de clientes com características específicas",
   "ledgers.account.sheet.create.description": "Preencha os detalhes da Conta que deseja criar.",
   "ledgers.account.sheet.create.title": "Nova Conta",
   "ledgers.account.sheet.edit.description": "Visualizar e editar campos da conta.",
@@ -270,15 +255,13 @@
   "ledgers.account.sheet.tabs.details": "Detalhes da Conta",
   "ledgers.assets.sheet.tabs.details": "Detalhes do Ativo",
   "ledgers.portfolio.sheet.tabs.details": "Detalhes do Portfólio",
-  "ledgers.products.sheet.tabs.details": "Detalhes do Produto",
   "ledgers.sheet.tabs.details": "Detalhes do Ledger",
   "common.records": "registros",
   "ledgers.tab.accounts": "Contas",
   "ledgers.tab.portfolios": "Portfólios",
   "settings.tab.portfolios": "Portfólios",
   "notFound.backToHome": "Voltar para Home",
   "ledgers.assets.showing": "{number, plural, =0 {Nenhum ativo encontrado} one {Mostrando {count} ativo} other {Mostrando {count} ativos}}.",
-  "ledgers.products.showing": "{number, plural, =0 {Nenhum produto encontrado} one {Mostrando {count} produto} other {Mostrando {count} produtos}}.",
   "ledgers.showing": "Mostrando {count} {number, plural, =0 {ledgers} one {ledger} other {ledgers}}.",
   "ledgers.accounts.showing": "{number, plural, =0 {Nenhum conta encontrado} one {Mostrando {count} conta} other {Mostrando {count} contas}}.",
   "ledgers.portfolios.showing": "{number, plural, =0 {Nenhum portfólio encontrado} one {Mostrando {count} portfólio} other {Mostrando {count} portfólios}}.",
@@ -340,8 +323,6 @@
   "settings.tabs.system": "Sistema",
   "notAuthorized.backToHome": "Voltar para Home",
   "notAuthorized.title": "Você não tem autorização para acessar esta página.",
-  "common.new.product": "Novo Produto",
-  "ledgers.products.tooltip": "Clusterização ou alocação de clientes em diferentes níveis.",
   "common.new.asset": "Novo Ativo",
   "ledgers.assets.tooltip": "Moedas ou ativos de quaisquer naturezas transacionados neste Ledger.",
   "common.new.portfolio": "Novo Portfólio",
@@ -386,5 +367,24 @@
   "transactions.tab.operations": "Operações e Metadados",
   "transactions.tab.summary": "Resumo",
   "transactions.toast.update.success": "Transação atualizada com sucesso",
+  "common.new.segment": "Novo Segmento",
+  "entity.segment.name": "Nome do Segmento",
+  "error.midaz.duplicateSegmentNameError": "Já existe um segmento com o nome para este ID contábil. Tente novamente com um razão ou nome diferente.",
+  "ledgers.account.field.segment": "Segmento",
+  "ledgers.account.field.segment.tooltip": "Categoria (cluster) de clientes com características específicas",
+  "ledgers.segments.emptyResource": "Você ainda não criou um Segmento.",
+  "ledgers.segments.sheet.description": "Preencha os dados do Segmento que você deseja criar.",
+  "ledgers.segments.sheet.edit.description": "Visualize e edite os campos do segmento.",
+  "ledgers.segments.sheet.edit.title": "Editar \"{segmentName}\"",
+  "ledgers.segments.sheet.tabs.details": "Detalhes do Segmento",
+  "ledgers.segments.sheet.title": "Novo Segmento",
+  "ledgers.segments.showing": "{number, plural, =0 {Nenhum segmento encontrado} one {Mostrando {count} segmento} other {Mostrando {count} segmentos}}.",
+  "ledgers.segments.subtitle": "Gerencie os segmentos deste ledger.",
+  "ledgers.segments.title": "Segmentos",
+  "ledgers.segments.tooltip": "Clusterização ou alocação de clientes em diferentes níveis.",
+  "ledgers.tab.segments": "Segmentos",
+  "segments.delete.description": "Você está prestes a excluir permanentemente este segmento. Essa ação não pode ser desfeita. Deseja continuar?",
+  "settings.tab.segments": "Segmentos",
+  "sideBar.accountHolders.segments": "Segmentos",
   "common.user": "Usuário"
 }
diff --git a/src/app/(routes)/ledgers/[id]/accounts/accounts-sheet.tsx b/src/app/(routes)/ledgers/[id]/accounts/accounts-sheet.tsx
@@ -17,7 +17,7 @@ import { DialogProps } from '@radix-ui/react-dialog'
 import { LoadingButton } from '@/components/ui/loading-button'
 import { useOrganization } from '@/context/organization-provider/organization-provider-client'
 import { MetadataField } from '@/components/form/metadata-field'
-import { useListProducts } from '@/client/products'
+import { useListSegments } from '@/client/segments'
 import { useCreateAccount, useUpdateAccount } from '@/client/accounts'
 import { useListPortfolios } from '@/client/portfolios'
 import { isNil, omitBy } from 'lodash'
@@ -46,7 +46,7 @@ const initialValues = {
   name: '',
   entityId: '',
   portfolioId: '',
-  productId: '',
+  segmentId: '',
   assetCode: '',
   alias: '',
   type: '',
@@ -70,7 +70,7 @@ export const AccountSheet = ({
   const { id: ledgerId } = useParams<{ id: string }>()
   const { currentOrganization } = useOrganization()
 
-  const { data: rawProductListData } = useListProducts({
+  const { data: rawSegmentListData } = useListSegments({
     organizationId: currentOrganization.id!,
     ledgerId
   })
@@ -89,14 +89,14 @@ export const AccountSheet = ({
     )
   }, [rawPortfolioData])
 
-  const productListData = useMemo(() => {
+  const segmentListData = useMemo(() => {
     return (
-      rawProductListData?.items?.map((product) => ({
-        value: product.id,
-        label: product.name
+      rawSegmentListData?.items?.map((segment) => ({
+        value: segment.id,
+        label: segment.name
       })) || []
     )
-  }, [rawProductListData])
+  }, [rawSegmentListData])
 
   const { data: rawAssetListData } = useListAssets({
     organizationId: currentOrganization.id!,
@@ -412,21 +412,21 @@ export const AccountSheet = ({
 
                     <SelectField
                       control={form.control}
-                      name="productId"
+                      name="segmentId"
                       label={intl.formatMessage({
-                        id: 'ledgers.account.field.product',
-                        defaultMessage: 'Product'
+                        id: 'ledgers.account.field.segment',
+                        defaultMessage: 'Segment'
                       })}
                       tooltip={intl.formatMessage({
-                        id: 'ledgers.account.field.product.tooltip',
+                        id: 'ledgers.account.field.segment.tooltip',
                         defaultMessage:
                           'Category (cluster) of clients with specific characteristics'
                       })}
                       required
                     >
-                      {productListData?.map((product) => (
-                        <SelectItem key={product.value} value={product.value}>
-                          {product.label}
+                      {segmentListData?.map((segment) => (
+                        <SelectItem key={segment.value} value={segment.value}>
+                          {segment.label}
                         </SelectItem>
                       ))}
                     </SelectField>

diff --git a/src/app/(routes)/ledgers/[id]/accounts/accounts-tab-content.tsx b/src/app/(routes)/ledgers/[id]/accounts/accounts-tab-content.tsx
@@ -57,7 +57,7 @@ export const AccountsTabContent = () => {
         ...account,
         assetCode: account.assetCode,
         parentAccountId: account.parentAccountId,
-        productId: account.productId,
+        segmentId: account.segmentId,
         metadata: account.metadata,
         portfolioId: account.portfolio?.id,
         portfolioName: account.portfolio?.name