feat: improve reports filters and ticket flows

convex/reports.ts

@@ -631,7 +631,14 @@ export async function slaOverviewHandler(
 }
 
 export const slaOverview = query({
-  args: { tenantId: v.string(), viewerId: v.id("users"), range: v.optional(v.string()), companyId: v.optional(v.id("companies")) },
+  args: {
+    tenantId: v.string(),
+    viewerId: v.id("users"),
+    range: v.optional(v.string()),
+    companyId: v.optional(v.id("companies")),
+    dateFrom: v.optional(v.string()),
+    dateTo: v.optional(v.string()),
+  },
   handler: slaOverviewHandler,
 });
 

src/app/api/reports/backlog.xlsx/route.ts

@@ -17,6 +17,8 @@ export async function GET(request: Request) {
     const { searchParams } = new URL(request.url)
     const range = searchParams.get("range") ?? undefined
     const companyId = searchParams.get("companyId") ?? undefined
+    const dateFrom = searchParams.get("dateFrom") ?? undefined
+    const dateTo = searchParams.get("dateTo") ?? undefined
 
     const context = await createConvexContext({
       tenantId,
@@ -26,7 +28,12 @@ export async function GET(request: Request) {
       role: session.user.role.toUpperCase(),
     })
 
-    const artifact = await buildBacklogWorkbook(context, { range, companyId: companyId ?? undefined })
+    const artifact = await buildBacklogWorkbook(context, {
+      range,
+      companyId: companyId ?? undefined,
+      dateFrom,
+      dateTo,
+    })
 
     return new NextResponse(artifact.buffer, {
       headers: {

src/app/api/reports/category-insights.xlsx/route.ts

@@ -0,0 +1,50 @@
+import { NextResponse } from "next/server"
+
+import { assertAuthenticatedSession } from "@/lib/auth-server"
+import { DEFAULT_TENANT_ID } from "@/lib/constants"
+import { buildCategoryInsightsWorkbook, createConvexContext } from "@/server/report-exporters"
+
+export const runtime = "nodejs"
+
+export async function GET(request: Request) {
+  const session = await assertAuthenticatedSession()
+  if (!session) {
+    return NextResponse.json({ error: "Não autorizado" }, { status: 401 })
+  }
+
+  const { searchParams } = new URL(request.url)
+  const range = searchParams.get("range") ?? undefined
+  const companyId = searchParams.get("companyId") ?? undefined
+  const dateFrom = searchParams.get("dateFrom") ?? undefined
+  const dateTo = searchParams.get("dateTo") ?? undefined
+
+  const tenantId = session.user.tenantId ?? DEFAULT_TENANT_ID
+
+  try {
+    const context = await createConvexContext({
+      tenantId,
+      name: session.user.name ?? session.user.email,
+      email: session.user.email,
+      avatarUrl: session.user.avatarUrl,
+      role: session.user.role.toUpperCase(),
+    })
+
+    const artifact = await buildCategoryInsightsWorkbook(context, {
+      range,
+      companyId: companyId || undefined,
+      dateFrom,
+      dateTo,
+    })
+
+    return new NextResponse(artifact.buffer, {
+      headers: {
+        "Content-Type": artifact.mimeType,
+        "Content-Disposition": `attachment; filename="${artifact.fileName}"`,
+        "Cache-Control": "no-store",
+      },
+    })
+  } catch (error) {
+    console.error("Failed to generate category insights export", error)
+    return NextResponse.json({ error: "Falha ao gerar planilha de categorias" }, { status: 500 })
+  }
+}

src/app/api/reports/csat.xlsx/route.ts

@@ -14,6 +14,8 @@ export async function GET(request: Request) {
   const { searchParams } = new URL(request.url)
   const range = searchParams.get("range") ?? undefined
   const companyId = searchParams.get("companyId") ?? undefined
+  const dateFrom = searchParams.get("dateFrom") ?? undefined
+  const dateTo = searchParams.get("dateTo") ?? undefined
 
   const tenantId = session.user.tenantId ?? DEFAULT_TENANT_ID
 
@@ -26,7 +28,12 @@ export async function GET(request: Request) {
       role: session.user.role.toUpperCase(),
     })
 
-    const artifact = await buildCsatWorkbook(context, { range, companyId: companyId ?? undefined })
+    const artifact = await buildCsatWorkbook(context, {
+      range,
+      companyId: companyId ?? undefined,
+      dateFrom,
+      dateTo,
+    })
 
     return new NextResponse(artifact.buffer, {
       headers: {

src/app/api/reports/hours-by-client.xlsx/route.ts

@@ -13,6 +13,8 @@ export async function GET(request: Request) {
   const range = searchParams.get("range") ?? undefined
   const q = searchParams.get("q")?.toLowerCase().trim() ?? ""
   const companyId = searchParams.get("companyId") ?? ""
+  const dateFrom = searchParams.get("dateFrom") ?? undefined
+  const dateTo = searchParams.get("dateTo") ?? undefined
 
   const tenantId = session.user.tenantId ?? DEFAULT_TENANT_ID
 
@@ -29,6 +31,8 @@ export async function GET(request: Request) {
       range,
       companyId: companyId || undefined,
       search: q || undefined,
+      dateFrom,
+      dateTo,
     })
 
     return new NextResponse(artifact.buffer, {

src/app/api/reports/machine-category.xlsx/route.ts

@@ -0,0 +1,54 @@
+import { NextResponse } from "next/server"
+
+import { assertAuthenticatedSession } from "@/lib/auth-server"
+import { DEFAULT_TENANT_ID } from "@/lib/constants"
+import { buildMachineCategoryWorkbook, createConvexContext } from "@/server/report-exporters"
+
+export const runtime = "nodejs"
+
+export async function GET(request: Request) {
+  const session = await assertAuthenticatedSession()
+  if (!session) {
+    return NextResponse.json({ error: "Não autorizado" }, { status: 401 })
+  }
+
+  const { searchParams } = new URL(request.url)
+  const range = searchParams.get("range") ?? undefined
+  const companyId = searchParams.get("companyId") ?? undefined
+  const machineId = searchParams.get("machineId") ?? undefined
+  const userId = searchParams.get("userId") ?? undefined
+  const dateFrom = searchParams.get("dateFrom") ?? undefined
+  const dateTo = searchParams.get("dateTo") ?? undefined
+
+  const tenantId = session.user.tenantId ?? DEFAULT_TENANT_ID
+
+  try {
+    const context = await createConvexContext({
+      tenantId,
+      name: session.user.name ?? session.user.email,
+      email: session.user.email,
+      avatarUrl: session.user.avatarUrl,
+      role: session.user.role.toUpperCase(),
+    })
+
+    const artifact = await buildMachineCategoryWorkbook(context, {
+      range,
+      companyId: companyId || undefined,
+      machineId: machineId || undefined,
+      userId: userId || undefined,
+      dateFrom,
+      dateTo,
+    })
+
+    return new NextResponse(artifact.buffer, {
+      headers: {
+        "Content-Type": artifact.mimeType,
+        "Content-Disposition": `attachment; filename="${artifact.fileName}"`,
+        "Cache-Control": "no-store",
+      },
+    })
+  } catch (error) {
+    console.error("Failed to generate machine category export", error)
+    return NextResponse.json({ error: "Falha ao gerar planilha de máquinas x categorias" }, { status: 500 })
+  }
+}

src/app/api/reports/sla.xlsx/route.ts

@@ -14,6 +14,8 @@ export async function GET(request: Request) {
   const { searchParams } = new URL(request.url)
   const range = searchParams.get("range") ?? undefined
   const companyId = searchParams.get("companyId") ?? undefined
+  const dateFrom = searchParams.get("dateFrom") ?? undefined
+  const dateTo = searchParams.get("dateTo") ?? undefined
 
   const tenantId = session.user.tenantId ?? DEFAULT_TENANT_ID
 
@@ -26,7 +28,12 @@ export async function GET(request: Request) {
       role: session.user.role.toUpperCase(),
     })
 
-    const artifact = await buildSlaWorkbook(context, { range, companyId: companyId ?? undefined })
+    const artifact = await buildSlaWorkbook(context, {
+      range,
+      companyId: companyId ?? undefined,
+      dateFrom,
+      dateTo,
+    })
 
     return new NextResponse(artifact.buffer, {
       headers: {

src/app/api/reports/tickets-by-channel.xlsx/route.ts

@@ -14,6 +14,8 @@ export async function GET(request: Request) {
   const { searchParams } = new URL(request.url)
   const range = searchParams.get("range") ?? undefined // "7d" | "30d" | undefined(=90d)
   const companyId = searchParams.get("companyId") ?? undefined
+  const dateFrom = searchParams.get("dateFrom") ?? undefined
+  const dateTo = searchParams.get("dateTo") ?? undefined
 
   const tenantId = session.user.tenantId ?? DEFAULT_TENANT_ID
 
@@ -29,6 +31,8 @@ export async function GET(request: Request) {
     const artifact = await buildTicketsByChannelWorkbook(context, {
       range,
       companyId: companyId ?? undefined,
+      dateFrom,
+      dateTo,
     })
 
     return new NextResponse(artifact.buffer, {

src/app/tickets/new/page.tsx

@@ -101,7 +101,6 @@ export default function NewTicketPage() {
   }, [rawCustomers, viewerCustomer])
 
   const [subject, setSubject] = useState("")
-  const [summary, setSummary] = useState("")
   const [priority, setPriority] = useState<TicketPriority>("MEDIUM")
   const [channel, setChannel] = useState("MANUAL")
   const [queueName, setQueueName] = useState<string | null>(null)
@@ -265,7 +264,6 @@ export default function NewTicketPage() {
         actorId: convexUserId as Id<"users">,
         tenantId: DEFAULT_TENANT_ID,
         subject: trimmedSubject,
-        summary: summary.trim() || undefined,
         priority,
         channel,
         queueId,
@@ -321,18 +319,6 @@ export default function NewTicketPage() {
               />
               {subjectError ? <p className="text-xs font-medium text-red-500">{subjectError}</p> : null}
             </div>
-            <div className="space-y-2">
-              <label className="text-sm font-medium text-neutral-700" htmlFor="summary">
-                Resumo
-              </label>
-              <textarea
-                id="summary"
-                className="min-h-[96px] w-full rounded-lg border border-slate-300 bg-white px-3 py-2 text-sm text-neutral-800 shadow-sm outline-none transition-colors focus-visible:border-[#00d6eb] focus-visible:ring-[3px] focus-visible:ring-[#00e8ff]/20"
-                value={summary}
-                onChange={(event) => setSummary(event.target.value)}
-                placeholder="Resuma rapidamente o cenário ou impacto do ticket."
-              />
-            </div>
             <div className="space-y-2">
               <label className="flex items-center gap-1 text-sm font-medium text-neutral-700">
                 Descrição <span className="text-red-500">*</span>

src/components/agenda/agenda-calendar-view.tsx

@@ -49,7 +49,10 @@ export function AgendaCalendarView({ events, range }: AgendaCalendarViewProps) {
   const monthMatrix = useMemo(() => buildCalendarMatrix(currentMonth), [currentMonth])
   const availableYears = useMemo(() => {
     const years = new Set<number>()
-    years.add(new Date().getFullYear())
+    const baseYear = new Date().getFullYear()
+    for (let offset = 0; offset <= 5; offset += 1) {
+      years.add(baseYear + offset)
+    }
     years.add(currentMonth.getFullYear())
     years.add(currentWeekStart.getFullYear())
     events.forEach((event) => {

src/components/portal/portal-ticket-card.tsx

@@ -49,9 +49,6 @@ export function PortalTicketCard({ ticket }: PortalTicketCardProps) {
               <span>{format(ticket.createdAt, "dd/MM/yyyy")}</span>
             </div>
             <h3 className="mt-1 text-lg font-semibold text-neutral-900">{ticket.subject}</h3>
-            {ticket.summary ? (
-              <p className="mt-1 line-clamp-2 text-sm text-neutral-600">{ticket.summary}</p>
-            ) : null}
           </div>
           <div className="flex flex-col items-end gap-2 text-right">
             <Badge className={cn("rounded-full px-3 py-1 text-xs font-semibold", getTicketStatusBadgeClass(ticket.status))}>

src/components/portal/portal-ticket-detail.tsx

@@ -447,9 +447,6 @@ export function PortalTicketDetail({ ticketId }: PortalTicketDetailProps) {
             <div>
               <p className="text-sm text-neutral-500">Ticket #{ticket.reference}</p>
               <h1 className="mt-1 text-2xl font-semibold text-neutral-900">{ticket.subject}</h1>
-              {ticket.summary ? (
-                <p className="mt-2 max-w-3xl text-sm text-neutral-600">{ticket.summary}</p>
-              ) : null}
             </div>
             <div className="flex flex-col items-end gap-2 text-sm">
               <div className="flex items-center gap-2">

src/components/portal/portal-ticket-form.tsx

@@ -119,7 +119,6 @@ export function PortalTicketForm() {
   }
 
   const [subject, setSubject] = useState("")
-  const [summary, setSummary] = useState("")
   const [description, setDescription] = useState("")
   const [categoryId, setCategoryId] = useState<string | null>(null)
   const [subcategoryId, setSubcategoryId] = useState<string | null>(null)
@@ -164,7 +163,6 @@ export function PortalTicketForm() {
     }
 
     const trimmedSubject = subject.trim()
-    const trimmedSummary = summary.trim()
     const sanitizedDescription = sanitizeEditorHtml(description || "")
     const plainDescription = sanitizedDescription.replace(/<[^>]*>/g, "").trim()
     if (plainDescription.length === 0) {
@@ -189,7 +187,6 @@ export function PortalTicketForm() {
         actorId: viewerId,
         tenantId,
         subject: trimmedSubject,
-        summary: trimmedSummary || undefined,
       priority: DEFAULT_PRIORITY,
       channel: "MANUAL",
       queueId: undefined,
@@ -208,7 +205,7 @@ export function PortalTicketForm() {
           setIsSubmitting(false)
           return
         }
-        const htmlBody = sanitizedDescription || toHtml(trimmedSummary || trimmedSubject)
+        const htmlBody = sanitizedDescription || toHtml(trimmedSubject)
 
         const typedAttachments = attachments.map((file) => ({
           storageId: file.storageId as Id<"_storage">,
@@ -298,19 +295,6 @@ export function PortalTicketForm() {
                 required
               />
             </div>
-            <div className="space-y-1">
-              <label htmlFor="summary" className="text-sm font-medium text-neutral-800">
-                Resumo (opcional)
-              </label>
-              <Input
-                id="summary"
-                value={summary}
-                onChange={(event) => setSummary(event.target.value)}
-                placeholder="Descreva rapidamente o que está acontecendo"
-                maxLength={600}
-                disabled={machineInactive || isSubmitting}
-              />
-            </div>
             <div className="space-y-1">
               <label htmlFor="description" className="flex items-center gap-1 text-sm font-medium text-neutral-800">
                 Detalhes <span className="text-red-500">*</span>

src/components/reports/backlog-report.tsx

@@ -98,6 +98,15 @@ export function BacklogReport() {
     return entries.reduce((prev, current) => (current[1] > prev[1] ? current : prev))
   }, [data])
 
+  const exportHref = useMemo(() => {
+    const params = new URLSearchParams()
+    params.set("range", timeRange)
+    if (companyId !== "all") params.set("companyId", companyId)
+    if (dateFrom) params.set("dateFrom", dateFrom)
+    if (dateTo) params.set("dateTo", dateTo)
+    return `/api/reports/backlog.xlsx?${params.toString()}`
+  }, [companyId, dateFrom, dateTo, timeRange])
+
   if (!data) {
     return (
       <div className="space-y-6">
@@ -136,9 +145,7 @@ export function BacklogReport() {
           setDateFrom(from)
           setDateTo(to)
         }}
-        exportHref={`/api/reports/backlog.xlsx?range=${timeRange}${
+        exportHref={exportHref}
-          companyId !== "all" ? `&companyId=${companyId}` : ""
-        }`}
         onOpenScheduler={isAdmin ? () => setSchedulerOpen(true) : undefined}
       />
       <div className="grid gap-4 md:grid-cols-3">

src/components/reports/category-report.tsx

@@ -118,6 +118,15 @@ export function CategoryReport() {
 
   const chartHeight = Math.max(240, chartData.length * 48)
 
+  const exportHref = useMemo(() => {
+    const params = new URLSearchParams()
+    params.set("range", timeRange)
+    if (companyId !== "all") params.set("companyId", companyId)
+    if (dateFrom) params.set("dateFrom", dateFrom)
+    if (dateTo) params.set("dateTo", dateTo)
+    return `/api/reports/category-insights.xlsx?${params.toString()}`
+  }, [companyId, dateFrom, dateTo, timeRange])
+
   const summarySkeleton = (
     <div className="grid gap-4 md:grid-cols-3">
       {Array.from({ length: 3 }).map((_, index) => (
@@ -203,6 +212,7 @@ export function CategoryReport() {
           setDateFrom(from)
           setDateTo(to)
         }}
+        exportHref={exportHref}
         onOpenScheduler={isAdmin ? () => setSchedulerOpen(true) : undefined}
       />
 

src/components/reports/csat-report.tsx

@@ -54,6 +54,15 @@ export function CsatReport() {
     enabled ? { tenantId, viewerId: convexUserId as Id<"users"> } : "skip"
   ) as Array<{ id: Id<"companies">; name: string }> | undefined
 
+  const exportHref = useMemo(() => {
+    const params = new URLSearchParams()
+    params.set("range", timeRange)
+    if (companyId !== "all") params.set("companyId", companyId)
+    if (dateFrom) params.set("dateFrom", dateFrom)
+    if (dateTo) params.set("dateTo", dateTo)
+    return `/api/reports/csat.xlsx?${params.toString()}`
+  }, [companyId, dateFrom, dateTo, timeRange])
+
   if (!data) {
     return (
       <div className="space-y-6">
@@ -119,9 +128,7 @@ export function CsatReport() {
           setDateFrom(from)
           setDateTo(to)
         }}
-        exportHref={`/api/reports/csat.xlsx?range=${timeRange}${
+        exportHref={exportHref}
-          companyId !== "all" ? `&companyId=${companyId}` : ""
-        }`}
         onOpenScheduler={isAdmin ? () => setSchedulerOpen(true) : undefined}
       />
 

src/components/reports/hours-report.tsx

@@ -205,6 +205,16 @@ export function HoursReport() {
     [filteredCompaniesWithComputed]
   )
 
+  const exportHref = useMemo(() => {
+    const params = new URLSearchParams()
+    const effectiveRange = timeRange === "365d" || timeRange === "all" ? "90d" : timeRange
+    params.set("range", effectiveRange)
+    if (companyId !== "all") params.set("companyId", companyId)
+    if (dateFrom) params.set("dateFrom", dateFrom)
+    if (dateTo) params.set("dateTo", dateTo)
+    return `/api/reports/hours-by-client.xlsx?${params.toString()}`
+  }, [companyId, dateFrom, dateTo, timeRange])
+
   return (
     <div className="space-y-6">
       {isAdmin ? (
@@ -230,9 +240,7 @@ export function HoursReport() {
         showBillingFilter
         billingFilter={billingFilter}
         onBillingFilterChange={(value) => setBillingFilter(value)}
-        exportHref={`/api/reports/hours-by-client.xlsx?range=${
+        exportHref={exportHref}
-          timeRange === "365d" || timeRange === "all" ? "90d" : timeRange
-        }${companyId !== "all" ? `&companyId=${companyId}` : ""}`}
         onOpenScheduler={isAdmin ? () => setSchedulerOpen(true) : undefined}
         dateFrom={dateFrom}
         dateTo={dateTo}

src/components/reports/machine-category-report.tsx

@@ -158,6 +158,17 @@ export function MachineCategoryReport() {
   const [selectedMachineId, setSelectedMachineId] = useState<string>("all")
   const [selectedUserId, setSelectedUserId] = useState<string>("all")
 
+  const exportHref = useMemo(() => {
+    const params = new URLSearchParams()
+    params.set("range", timeRange)
+    if (companyId !== "all") params.set("companyId", companyId)
+    if (selectedMachineId !== "all") params.set("machineId", selectedMachineId)
+    if (selectedUserId !== "all") params.set("userId", selectedUserId)
+    if (dateFrom) params.set("dateFrom", dateFrom)
+    if (dateTo) params.set("dateTo", dateTo)
+    return `/api/reports/machine-category.xlsx?${params.toString()}`
+  }, [companyId, dateFrom, dateTo, selectedMachineId, selectedUserId, timeRange])
+
   const hours = useQuery(
     api.reports.hoursByMachine,
     enabled && selectedMachineId !== "all"
@@ -259,6 +270,7 @@ export function MachineCategoryReport() {
           setDateTo(to)
         }}
         allowExtendedRanges
+        exportHref={exportHref}
       />
 
       <Card className="border-slate-200">

src/components/reports/sla-report.tsx

@@ -126,6 +126,15 @@ export function SlaReport() {
     ]
   }, [companies])
 
+  const exportHref = useMemo(() => {
+    const params = new URLSearchParams()
+    params.set("range", timeRange)
+    if (companyId !== "all") params.set("companyId", companyId)
+    if (dateFrom) params.set("dateFrom", dateFrom)
+    if (dateTo) params.set("dateTo", dateTo)
+    return `/api/reports/sla.xlsx?${params.toString()}`
+  }, [companyId, dateFrom, dateTo, timeRange])
+
   const queueTotal = useMemo(
     () => data?.queueBreakdown.reduce((acc: number, queue: { open: number }) => acc + queue.open, 0) ?? 0,
     [data]
@@ -170,9 +179,7 @@ export function SlaReport() {
           setDateFrom(from)
           setDateTo(to)
         }}
-        exportHref={`/api/reports/sla.xlsx?range=${timeRange}${
+        exportHref={exportHref}
-          companyId !== "all" ? `&companyId=${companyId}` : ""
-        }`}
         onOpenScheduler={isAdmin ? () => setSchedulerOpen(true) : undefined}
       />
       <div className="grid gap-4 md:grid-cols-4">

src/components/tickets/close-ticket-dialog.tsx

@@ -593,6 +593,14 @@ export function CloseTicketDialog({
       }
     }
 
+    const withPlaceholders = applyTemplatePlaceholders(message, requesterName, agentName)
+    const sanitizedMessage = stripLeadingEmptyParagraphs(sanitizeEditorHtml(withPlaceholders))
+    const hasContent = sanitizedMessage.replace(/<[^>]*>/g, "").trim().length > 0
+    if (!hasContent) {
+      toast.error("Inclua uma mensagem de encerramento antes de finalizar o ticket.", { id: "close-ticket" })
+      return
+    }
+
     toast.dismiss("close-ticket")
     setIsSubmitting(true)
     toast.loading(applyAdjustment ? "Ajustando tempo e encerrando ticket..." : "Encerrando ticket...", { id: "close-ticket" })
@@ -630,18 +638,13 @@ export function CloseTicketDialog({
         resolvedWithTicketId: linkedTicketCandidate ? (linkedTicketCandidate.id as Id<"tickets">) : undefined,
         reopenWindowDays: Number.isFinite(reopenDaysNumber) ? reopenDaysNumber : undefined,
       })
-      const withPlaceholders = applyTemplatePlaceholders(message, requesterName, agentName)
-      const sanitized = stripLeadingEmptyParagraphs(sanitizeEditorHtml(withPlaceholders))
-      const hasContent = sanitized.replace(/<[^>]*>/g, "").trim().length > 0
-      if (hasContent) {
       await addComment({
         ticketId: ticketId as unknown as Id<"tickets">,
         authorId: actorId,
         visibility: "PUBLIC",
-          body: sanitized,
+        body: sanitizedMessage,
         attachments: [],
       })
-      }
       toast.success("Ticket encerrado com sucesso!", { id: "close-ticket" })
       if (typeof window !== "undefined") {
         window.localStorage.removeItem(draftStorageKey)

src/components/tickets/my-tickets-panel.tsx

@@ -116,7 +116,6 @@ function TicketRow({ ticket }: { ticket: Ticket }) {
           </span>
           <span className="line-clamp-1 pr-32 text-base font-semibold text-neutral-900">{ticket.subject}</span>
         </div>
-        <p className="line-clamp-2 pr-32 text-sm text-neutral-600">{ticket.summary ?? "Sem descrição"}</p>
       </div>
       <div className="flex flex-wrap items-center gap-2 text-sm text-neutral-600">
         {categoryBadges.length > 0 ? (

src/components/tickets/new-ticket-dialog.tsx

@@ -104,7 +104,6 @@ const NO_COMPANY_VALUE = "__no_company__"
 
 const schema = z.object({
   subject: z.string().default(""),
-  summary: z.string().optional(),
   description: z.string().default(""),
   priority: z.enum(["LOW", "MEDIUM", "HIGH", "URGENT"]).default("MEDIUM"),
   channel: z.enum(["EMAIL", "WHATSAPP", "CHAT", "PHONE", "API", "MANUAL"]).default("MANUAL"),
@@ -131,7 +130,6 @@ export function NewTicketDialog({
     resolver: zodResolver(schema),
     defaultValues: {
       subject: "",
-      summary: "",
       description: "",
       priority: "MEDIUM",
       channel: "MANUAL",
@@ -551,7 +549,6 @@ export function NewTicketDialog({
         actorId: convexUserId as Id<"users">,
         tenantId: DEFAULT_TENANT_ID,
         subject: subjectTrimmed,
-        summary: values.summary?.trim() || undefined,
         priority: values.priority,
         channel: values.channel,
         queueId: sel?.id as Id<"queues"> | undefined,
@@ -563,8 +560,8 @@ export function NewTicketDialog({
         customFields: customFieldsPayload.length > 0 ? customFieldsPayload : undefined,
         visitDate: visitDateTimestamp,
       })
-      const summaryFallback = values.summary?.trim() ?? ""
+      const summaryFallback = subjectTrimmed
-      const bodyHtml = plainDescription.length > 0 ? sanitizedDescription : summaryFallback
+      const bodyHtml = plainDescription.length > 0 ? sanitizedDescription : toHtml(summaryFallback)
       const MAX_COMMENT_CHARS = 20000
       const plainForLimit = (plainDescription.length > 0 ? plainDescription : summaryFallback).trim()
       if (plainForLimit.length > MAX_COMMENT_CHARS) {
@@ -585,7 +582,6 @@ export function NewTicketDialog({
       setOpen(false)
       form.reset({
         subject: "",
-        summary: "",
         description: "",
         priority: "MEDIUM",
         channel: "MANUAL",
@@ -704,21 +700,6 @@ export function NewTicketDialog({
                       <Input id="subject" {...form.register("subject")} placeholder="Ex.: Erro 500 no portal" />
                       <FieldError errors={form.formState.errors.subject ? [{ message: form.formState.errors.subject.message }] : []} />
                     </Field>
-                    <Field>
-                      <FieldLabel htmlFor="summary">Resumo</FieldLabel>
-                      <textarea
-                        id="summary"
-                        className="min-h-[96px] w-full resize-none overflow-hidden rounded-lg border border-slate-300 bg-background p-3 text-sm shadow-sm focus-visible:border-[#00d6eb] focus-visible:outline-none"
-                        maxLength={600}
-                        {...form.register("summary")}
-                        placeholder="Explique em poucas linhas o contexto do chamado."
-                        onInput={(e) => {
-                          const el = e.currentTarget
-                          el.style.height = 'auto'
-                          el.style.height = `${el.scrollHeight}px`
-                        }}
-                      />
-                    </Field>
                     <Field>
                       <FieldLabel className="flex items-center gap-1">
                         Descrição <span className="text-destructive">*</span>

src/components/tickets/play-next-ticket-card.tsx

@@ -117,7 +117,6 @@ export function PlayNextTicketCard({ context }: PlayNextTicketCardProps) {
         </div>
         <div className="space-y-1">
           <h2 className="text-xl font-semibold text-neutral-900">{ticket.subject}</h2>
-          <p className="text-sm text-neutral-600">{ticket.summary}</p>
         </div>
         <div className="flex flex-wrap items-center gap-2 text-xs text-neutral-600">
           <Badge className={queueBadgeClass}>{ticket.queue ?? "Sem fila"}</Badge>

src/components/tickets/recent-tickets-panel.tsx

@@ -48,7 +48,6 @@ function TicketRow({ ticket, entering }: { ticket: Ticket; entering: boolean })
             <span className="line-clamp-1 text-[20px] font-semibold text-neutral-900 transition-colors group-hover:text-neutral-700">
               {ticket.subject}
             </span>
-            <p className="line-clamp-2 text-base text-neutral-600">{ticket.summary ?? "Sem descrição informada."}</p>
           </div>
           <div className="flex flex-wrap items-center gap-2 text-sm text-neutral-600">
             <span className="font-semibold text-neutral-700">{requesterName}</span>

src/components/tickets/ticket-summary-header.tsx

@@ -193,7 +193,6 @@ export function TicketSummaryHeader({ ticket }: TicketHeaderProps) {
   const changeQueue = useMutation(api.tickets.changeQueue)
   const changeRequester = useMutation(api.tickets.changeRequester)
   const updateSubject = useMutation(api.tickets.updateSubject)
-  const updateSummary = useMutation(api.tickets.updateSummary)
   const startWork = useMutation(api.tickets.startWork)
   const pauseWork = useMutation(api.tickets.pauseWork)
   const updateCategories = useMutation(api.tickets.updateCategories)
@@ -263,7 +262,6 @@ export function TicketSummaryHeader({ ticket }: TicketHeaderProps) {
   const [assigneeState, setAssigneeState] = useState(ticket.assignee ?? null)
   const [editing, setEditing] = useState(false)
   const [subject, setSubject] = useState(ticket.subject)
-  const [summary, setSummary] = useState(ticket.summary ?? "")
   const [categorySelection, setCategorySelection] = useState<{ categoryId: string; subcategoryId: string }>(
     {
       categoryId: ticket.category?.id ?? "",
@@ -288,10 +286,7 @@ export function TicketSummaryHeader({ ticket }: TicketHeaderProps) {
   const [customersInitialized, setCustomersInitialized] = useState(false)
   const selectedCategoryId = categorySelection.categoryId
   const selectedSubcategoryId = categorySelection.subcategoryId
-  const dirty = useMemo(
+  const dirty = useMemo(() => subject !== ticket.subject, [subject, ticket.subject])
-    () => subject !== ticket.subject || (summary ?? "") !== (ticket.summary ?? ""),
-    [subject, summary, ticket.subject, ticket.summary]
-  )
   const currentCategoryId = ticket.category?.id ?? ""
   const currentSubcategoryId = ticket.subcategory?.id ?? ""
   const categoryDirty = useMemo(() => {
@@ -616,13 +611,6 @@ export function TicketSummaryHeader({ ticket }: TicketHeaderProps) {
             actorId: convexUserId as Id<"users">,
           })
         }
-        if ((summary ?? "") !== (ticket.summary ?? "")) {
-          await updateSummary({
-            ticketId: ticket.id as Id<"tickets">,
-            summary: (summary ?? "").trim(),
-            actorId: convexUserId as Id<"users">,
-          })
-        }
         toast.success("Cabeçalho atualizado!", { id: "save-header" })
       }
       setEditing(false)
@@ -635,7 +623,6 @@ export function TicketSummaryHeader({ ticket }: TicketHeaderProps) {
 
   function handleCancel() {
     setSubject(ticket.subject)
-    setSummary(ticket.summary ?? "")
     setCategorySelection({
       categoryId: currentCategoryId,
       subcategoryId: currentSubcategoryId,
@@ -1299,25 +1286,6 @@ export function TicketSummaryHeader({ ticket }: TicketHeaderProps) {
                 onChange={(e) => setSubject(e.target.value)}
                 className="h-10 rounded-lg border border-slate-300 text-lg font-semibold text-neutral-900"
               />
-              <textarea
-                value={summary}
-                onChange={(e) => {
-                  const el = e.currentTarget
-                  // auto-resize height based on content
-                  el.style.height = 'auto'
-                  el.style.height = `${el.scrollHeight}px`
-                  setSummary(e.target.value)
-                }}
-                onInput={(e) => {
-                  const el = e.currentTarget
-                  el.style.height = 'auto'
-                  el.style.height = `${el.scrollHeight}px`
-                }}
-                rows={3}
-                maxLength={600}
-                className="w-full resize-none overflow-hidden rounded-lg border border-slate-300 bg-white p-3 text-sm text-neutral-800 shadow-sm"
-                placeholder="Adicione um resumo opcional"
-              />
             </div>
           ) : (
             <div className="space-y-1">
@@ -1329,7 +1297,6 @@ export function TicketSummaryHeader({ ticket }: TicketHeaderProps) {
                   </span>
                 ) : null}
               </div>
-              {summary ? <p className="max-w-2xl text-sm text-neutral-600">{summary}</p> : null}
             </div>
           )}
         </div>

src/components/tickets/tickets-table.tsx

@@ -218,9 +218,6 @@ export function TicketsTable({ tickets, enteringIds }: TicketsTableProps) {
                       <span className="text-[15px] font-semibold text-neutral-900 line-clamp-2 md:line-clamp-1 break-words">
                         {ticket.subject}
                       </span>
-                      <span className="text-sm text-neutral-600 line-clamp-1 break-words">
-                        {ticket.summary ?? "Sem resumo"}
-                      </span>
                       {ticket.formTemplateLabel || ticket.formTemplate ? (
                         <div className="flex items-center gap-2">
                           <Badge className="rounded-full border border-sky-200 bg-sky-50 px-2.5 py-0.5 text-[11px] font-semibold text-sky-700">

src/components/ui/rich-text-editor.tsx

@@ -1041,7 +1041,17 @@ export function RichTextEditor({
           </ToolbarButton>
         </div>
       </div>
-      <div style={{ minHeight }} className="rich-text p-3">
+      <div
+        style={{ minHeight }}
+        className="rich-text p-3"
+        onMouseDown={(event) => {
+          if (!editor) return
+          if (event.target === event.currentTarget) {
+            event.preventDefault()
+            editor.commands.focus("end")
+          }
+        }}
+      >
         <EditorContent editor={editor} />
       </div>
     </div>

src/lib/agenda-utils.ts

@@ -1,5 +1,6 @@
 import {
   addMinutes,
+  addMonths,
   endOfDay,
   endOfMonth,
   endOfWeek,
@@ -95,17 +96,20 @@ export function buildAgendaDataset(tickets: Ticket[], filters: AgendaFilterState
     completed: [] as AgendaTicketSummary[],
   }
 
+  const upcomingWindowEnd = addMonths(now, 12)
+
   for (const entry of enriched) {
     const summary = buildSummary(entry.ticket, entry.schedule, entry.slaStatus)
     const dueDate = entry.schedule.startAt
     const createdAt = entry.ticket.createdAt
     const resolvedAt = entry.ticket.resolvedAt
 
-    if (dueDate && isWithinRange(dueDate, range)) {
+    if (dueDate && !entry.ticket.resolvedAt) {
-      if (!entry.ticket.resolvedAt && isAfter(dueDate, now)) {
+      const isFuture = isAfter(dueDate, now)
+      if (isFuture && isBefore(dueDate, upcomingWindowEnd)) {
         summarySections.upcoming.push(summary)
       }
-      if (!entry.ticket.resolvedAt && isBefore(dueDate, now)) {
+      if (!isFuture && isWithinRange(dueDate, range)) {
         summarySections.overdue.push(summary)
       }
     }

src/server/report-exporters.ts

@@ -51,6 +51,8 @@ export type ReportArtifact = {
 type BaseOptions = {
   range?: string
   companyId?: string | null
+  dateFrom?: string | null
+  dateTo?: string | null
 }
 
 export async function buildHoursWorkbook(
@@ -61,6 +63,8 @@ export async function buildHoursWorkbook(
     tenantId: ctx.tenantId,
     viewerId: ctx.viewerId,
     range: options.range,
+    dateFrom: options.dateFrom ?? undefined,
+    dateTo: options.dateTo ?? undefined,
   })
 
   type Item = {
@@ -128,6 +132,174 @@ export async function buildHoursWorkbook(
   }
 }
 
+export async function buildCategoryInsightsWorkbook(
+  ctx: ConvexReportContext,
+  options: BaseOptions
+): Promise<ReportArtifact> {
+  const report = await ctx.client.query(api.reports.categoryInsights, {
+    tenantId: ctx.tenantId,
+    viewerId: ctx.viewerId,
+    range: options.range,
+    companyId: (options.companyId ?? undefined) as Id<"companies"> | undefined,
+    dateFrom: options.dateFrom ?? undefined,
+    dateTo: options.dateTo ?? undefined,
+  })
+
+  const categories = (report.categories ?? []) as Array<{
+    name: string
+    total: number
+    resolved: number
+    topAgent: { name: string | null; total: number } | null
+  }>
+
+  const totalTickets = typeof report.totalTickets === "number"
+    ? report.totalTickets
+    : categories.reduce((acc, item) => acc + (item.total ?? 0), 0)
+
+  const summaryRows: Array<Array<unknown>> = [
+    ["Relatório", "Categorias"],
+    ["Período", report.rangeDays ? `Últimos ${report.rangeDays} dias` : options.range ?? "90d"],
+    ["Total de tickets", totalTickets],
+  ]
+  if (options.companyId) summaryRows.push(["EmpresaId", options.companyId])
+  if (report.spotlight) {
+    summaryRows.push(["Destaque", report.spotlight.categoryName])
+    summaryRows.push(["Tickets no destaque", report.spotlight.tickets ?? 0])
+    if (report.spotlight.agentName) {
+      summaryRows.push(["Agente destaque", report.spotlight.agentName])
+    }
+  }
+
+  const categoryRows = categories.map((category) => {
+    const resolvedRate = category.total > 0 ? (category.resolved / category.total) * 100 : null
+    return [
+      category.name,
+      category.total,
+      category.resolved,
+      resolvedRate === null ? null : Number(resolvedRate.toFixed(1)),
+      category.topAgent?.name ?? "Sem responsável",
+      category.topAgent?.total ?? 0,
+    ]
+  })
+
+  const workbook = buildXlsxWorkbook([
+    { name: "Resumo", headers: ["Item", "Valor"], rows: summaryRows },
+    {
+      name: "Categorias",
+      headers: ["Categoria", "Tickets", "Resolvidos", "% resolvidos", "Agente destaque", "Tickets agente"],
+      rows: categoryRows.length > 0 ? categoryRows : [["—", 0, 0, null, "—", 0]],
+    },
+  ])
+
+  const fileName = `category-insights-${ctx.tenantId}-${report.rangeDays ?? "90"}d${
+    options.companyId ? `-${options.companyId}` : ""
+  }.xlsx`
+
+  const arrayBuffer = workbook.buffer.slice(workbook.byteOffset, workbook.byteOffset + workbook.byteLength) as ArrayBuffer
+  return {
+    fileName,
+    mimeType: "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+    buffer: arrayBuffer,
+  }
+}
+
+export async function buildMachineCategoryWorkbook(
+  ctx: ConvexReportContext,
+  options: BaseOptions & { machineId?: string | null; userId?: string | null }
+): Promise<ReportArtifact> {
+  const response = await ctx.client.query(api.reports.ticketsByMachineAndCategory, {
+    tenantId: ctx.tenantId,
+    viewerId: ctx.viewerId,
+    range: options.range,
+    companyId: (options.companyId ?? undefined) as Id<"companies"> | undefined,
+    machineId: options.machineId ? (options.machineId as Id<"machines">) : undefined,
+    userId: options.userId ? (options.userId as Id<"users">) : undefined,
+    dateFrom: options.dateFrom ?? undefined,
+    dateTo: options.dateTo ?? undefined,
+  }) as {
+    rangeDays: number
+    items: Array<{
+      date: string
+      machineHostname: string | null
+      machineId: string | null
+      companyName: string | null
+      categoryName: string
+      total: number
+    }>
+  }
+
+  const items = response.items ?? []
+  const summaryRows: Array<Array<unknown>> = [
+    ["Relatório", "Máquinas x categorias"],
+    [
+      "Período",
+      response.rangeDays && response.rangeDays > 0
+        ? `Últimos ${response.rangeDays} dias`
+        : options.range ?? "30d",
+    ],
+    ["Total de registros", items.length],
+  ]
+  if (options.companyId) summaryRows.push(["EmpresaId", options.companyId])
+  if (options.machineId) summaryRows.push(["MáquinaId", options.machineId])
+  if (options.userId) summaryRows.push(["SolicitanteId", options.userId])
+
+  const machineAggregation = new Map<
+    string,
+    { machine: string; company: string; total: number; categories: Set<string> }
+  >()
+  for (const item of items) {
+    const key = item.machineId ?? item.machineHostname ?? "sem-maquina"
+    if (!machineAggregation.has(key)) {
+      machineAggregation.set(key, {
+        machine: item.machineHostname ?? key,
+        company: item.companyName ?? "—",
+        total: 0,
+        categories: new Set<string>(),
+      })
+    }
+    const entry = machineAggregation.get(key)!
+    entry.total += item.total
+    entry.categories.add(item.categoryName)
+  }
+
+  const perMachineRows = Array.from(machineAggregation.values())
+    .sort((a, b) => b.total - a.total)
+    .map((entry) => [entry.machine, entry.company, entry.total, Array.from(entry.categories).join(", ")])
+
+  const occurrencesRows = items.map((item) => [
+    item.date,
+    item.machineHostname ?? "Sem identificação",
+    item.companyName ?? "—",
+    item.categoryName,
+    item.total,
+  ])
+
+  const workbook = buildXlsxWorkbook([
+    { name: "Resumo", headers: ["Item", "Valor"], rows: summaryRows },
+    {
+      name: "Máquinas",
+      headers: ["Máquina", "Empresa", "Tickets", "Categorias"],
+      rows: perMachineRows.length > 0 ? perMachineRows : [["—", "—", 0, "—"]],
+    },
+    {
+      name: "Ocorrências",
+      headers: ["Data", "Máquina", "Empresa", "Categoria", "Total"],
+      rows: occurrencesRows.length > 0 ? occurrencesRows : [["—", "—", "—", "—", 0]],
+    },
+  ])
+
+  const fileName = `machine-category-${ctx.tenantId}-${options.range ?? response.rangeDays ?? "30"}d${
+    options.companyId ? `-${options.companyId}` : ""
+  }.xlsx`
+
+  const arrayBuffer = workbook.buffer.slice(workbook.byteOffset, workbook.byteOffset + workbook.byteLength) as ArrayBuffer
+  return {
+    fileName,
+    mimeType: "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+    buffer: arrayBuffer,
+  }
+}
+
 export async function buildBacklogWorkbook(
   ctx: ConvexReportContext,
   options: BaseOptions
@@ -137,6 +309,8 @@ export async function buildBacklogWorkbook(
     viewerId: ctx.viewerId,
     range: options.range,
     companyId: (options.companyId ?? undefined) as Id<"companies"> | undefined,
+    dateFrom: options.dateFrom ?? undefined,
+    dateTo: options.dateTo ?? undefined,
   })
 
   const summaryRows: Array<Array<unknown>> = [
@@ -200,6 +374,8 @@ export async function buildSlaWorkbook(
     viewerId: ctx.viewerId,
     range: options.range,
     companyId: (options.companyId ?? undefined) as Id<"companies"> | undefined,
+    dateFrom: options.dateFrom ?? undefined,
+    dateTo: options.dateTo ?? undefined,
   })
 
   const summaryRows: Array<Array<unknown>> = [
@@ -248,6 +424,8 @@ export async function buildCsatWorkbook(
     viewerId: ctx.viewerId,
     range: options.range,
     companyId: (options.companyId ?? undefined) as Id<"companies"> | undefined,
+    dateFrom: options.dateFrom ?? undefined,
+    dateTo: options.dateTo ?? undefined,
   })
 
   const summaryRows: Array<Array<unknown>> = [
@@ -300,6 +478,8 @@ export async function buildTicketsByChannelWorkbook(
     viewerId: ctx.viewerId,
     range: options.range,
     companyId: (options.companyId ?? undefined) as Id<"companies"> | undefined,
+    dateFrom: options.dateFrom ?? undefined,
+    dateTo: options.dateTo ?? undefined,
   })
 
   const CHANNEL_PT: Record<string, string> = {