feat(reports): add standard header section with manager, project name and configurable period format

backend/src/main/java/net/beetechgroup/beetask/entities/report/ReportTemplate.java

@@ -18,6 +18,9 @@ public class ReportTemplate {
     private String fileName;
     private String storageKey;
     private User createdBy;
+    private String managerName;
+    private String customProjectName;
+    private String dateFormatPattern;
     private List<ReportSection> sections = new ArrayList<>();
     private LocalDateTime createdAt;
     private LocalDateTime updatedAt;
@@ -102,6 +105,30 @@ public class ReportTemplate {
         this.createdBy = createdBy;
     }
 
+    public String getManagerName() {
+        return managerName;
+    }
+
+    public void setManagerName(String managerName) {
+        this.managerName = managerName;
+    }
+
+    public String getCustomProjectName() {
+        return customProjectName;
+    }
+
+    public void setCustomProjectName(String customProjectName) {
+        this.customProjectName = customProjectName;
+    }
+
+    public String getDateFormatPattern() {
+        return dateFormatPattern != null ? dateFormatPattern : "DD/MM/AAAA até DD/MM/AAAA";
+    }
+
+    public void setDateFormatPattern(String dateFormatPattern) {
+        this.dateFormatPattern = dateFormatPattern;
+    }
+
     public List<ReportSection> getSections() {
         return sections;
     }

backend/src/main/java/net/beetechgroup/beetask/frameworks/persistence/entities/ReportTemplateEntity.java

@@ -54,6 +54,15 @@ public class ReportTemplateEntity {
     @JoinColumn(name = "created_by")
     private UserEntity createdBy;
 
+    @Column(name = "manager_name")
+    private String managerName;
+
+    @Column(name = "custom_project_name")
+    private String customProjectName;
+
+    @Column(name = "date_format_pattern")
+    private String dateFormatPattern = "DD/MM/AAAA até DD/MM/AAAA";
+
     @OneToMany(mappedBy = "reportTemplate", cascade = CascadeType.ALL, orphanRemoval = true)
     @OrderBy("orderIndex ASC")
     private List<ReportSectionEntity> sections = new ArrayList<>();
@@ -144,6 +153,30 @@ public class ReportTemplateEntity {
         this.createdBy = createdBy;
     }
 
+    public String getManagerName() {
+        return managerName;
+    }
+
+    public void setManagerName(String managerName) {
+        this.managerName = managerName;
+    }
+
+    public String getCustomProjectName() {
+        return customProjectName;
+    }
+
+    public void setCustomProjectName(String customProjectName) {
+        this.customProjectName = customProjectName;
+    }
+
+    public String getDateFormatPattern() {
+        return dateFormatPattern != null ? dateFormatPattern : "DD/MM/AAAA até DD/MM/AAAA";
+    }
+
+    public void setDateFormatPattern(String dateFormatPattern) {
+        this.dateFormatPattern = dateFormatPattern;
+    }
+
     public List<ReportSectionEntity> getSections() {
         return sections;
     }

backend/src/main/java/net/beetechgroup/beetask/frameworks/persistence/mapper/ReportEntityMapper.java

@@ -21,6 +21,9 @@ public class ReportEntityMapper {
         entity.setFileUrl(domain.getFileUrl());
         entity.setFileName(domain.getFileName());
         entity.setStorageKey(domain.getStorageKey());
+        entity.setManagerName(domain.getManagerName());
+        entity.setCustomProjectName(domain.getCustomProjectName());
+        entity.setDateFormatPattern(domain.getDateFormatPattern());
         entity.setCreatedAt(domain.getCreatedAt());
         entity.setUpdatedAt(domain.getUpdatedAt());
 
@@ -70,6 +73,9 @@ public class ReportEntityMapper {
         domain.setFileUrl(entity.getFileUrl());
         domain.setFileName(entity.getFileName());
         domain.setStorageKey(entity.getStorageKey());
+        domain.setManagerName(entity.getManagerName());
+        domain.setCustomProjectName(entity.getCustomProjectName());
+        domain.setDateFormatPattern(entity.getDateFormatPattern());
         domain.setCreatedAt(entity.getCreatedAt());
         domain.setUpdatedAt(entity.getUpdatedAt());
 

backend/src/main/java/net/beetechgroup/beetask/interfaceadapters/controllers/report/CreateReportTemplateForm.java

@@ -20,6 +20,15 @@ public class CreateReportTemplateForm {
     @RestForm("projectId")
     public Long projectId;
 
+    @RestForm("managerName")
+    public String managerName;
+
+    @RestForm("customProjectName")
+    public String customProjectName;
+
+    @RestForm("dateFormatPattern")
+    public String dateFormatPattern;
+
     @RestForm("sectionsJson")
     public String sectionsJson;
 }

backend/src/main/java/net/beetechgroup/beetask/interfaceadapters/controllers/report/ReportController.java

@@ -107,6 +107,9 @@ public class ReportController {
                     form.name,
                     form.description,
                     form.scope,
+                    form.managerName,
+                    form.customProjectName,
+                    form.dateFormatPattern,
                     form.file.fileName(),
                     is,
                     form.file.size(),

backend/src/main/java/net/beetechgroup/beetask/usecase/report/ReportMapper.java

@@ -30,6 +30,9 @@ public class ReportMapper {
                 template.getStorageKey(),
                 template.getCreatedBy() != null ? template.getCreatedBy().getId() : null,
                 template.getCreatedBy() != null ? template.getCreatedBy().getName() : null,
+                template.getManagerName(),
+                template.getCustomProjectName(),
+                template.getDateFormatPattern(),
                 sections,
                 template.getCreatedAt(),
                 template.getUpdatedAt()

backend/src/main/java/net/beetechgroup/beetask/usecase/report/ReportTemplateOutput.java

@@ -17,6 +17,9 @@ public record ReportTemplateOutput(
         String storageKey,
         Long createdById,
         String createdByName,
+        String managerName,
+        String customProjectName,
+        String dateFormatPattern,
         List<ReportSectionOutput> sections,
         LocalDateTime createdAt,
         LocalDateTime updatedAt

backend/src/main/java/net/beetechgroup/beetask/usecase/report/create/CreateReportTemplateInput.java

@@ -10,6 +10,9 @@ public record CreateReportTemplateInput(
         String name,
         String description,
         String scope,
+        String managerName,
+        String customProjectName,
+        String dateFormatPattern,
         String fileName,
         InputStream fileInputStream,
         long fileSize,

backend/src/main/java/net/beetechgroup/beetask/usecase/report/create/CreateReportTemplateUseCase.java

@@ -91,6 +91,9 @@ public class CreateReportTemplateUseCase {
         template.setStorageKey(storageKey);
         template.setFileUrl(fileUrl);
         template.setCreatedBy(user);
+        template.setManagerName(input.managerName() != null ? input.managerName().trim() : null);
+        template.setCustomProjectName(input.customProjectName() != null ? input.customProjectName().trim() : null);
+        template.setDateFormatPattern(input.dateFormatPattern() != null ? input.dateFormatPattern().trim() : "DD/MM/AAAA até DD/MM/AAAA");
         template.setCreatedAt(LocalDateTime.now());
         template.setUpdatedAt(LocalDateTime.now());
 

backend/src/main/java/net/beetechgroup/beetask/usecase/report/generate/GenerateReportUseCase.java

@@ -141,19 +141,41 @@ public class GenerateReportUseCase {
         Map<String, String> variables = new HashMap<>();
         String strStart = input.startDate().format(DATE_FORMATTER);
         String strEnd = input.endDate().format(DATE_FORMATTER);
-        String strPeriodo = strStart + " a " + strEnd;
+
+        String pattern = template.getDateFormatPattern();
+        String formattedPeriod = formatPeriodWithPattern(input.startDate(), input.endDate(), pattern);
 
         String monthName = input.startDate().getMonth().getDisplayName(TextStyle.FULL, PT_BR);
         String mesAno = capitalize(monthName) + "/" + input.startDate().getYear();
 
+        String userName = user.getName() != null && !user.getName().isBlank() ? user.getName() : user.getEmail();
+        String managerName = template.getManagerName() != null ? template.getManagerName() : "";
+        String projectName = template.getCustomProjectName() != null && !template.getCustomProjectName().isBlank()
+                ? template.getCustomProjectName()
+                : (project != null ? project.getName() : "Geral / Todos os Projetos");
+
+        // Nome do Usuário / Colaborador
+        variables.put("nome", userName);
+        variables.put("nome_usuario", userName);
+        variables.put("colaborador", userName);
+        variables.put("email_usuario", user.getEmail());
+
+        // Gestor Responsável
+        variables.put("gestor", managerName);
+        variables.put("nome_gestor", managerName);
+
+        // Projeto
+        variables.put("projeto", projectName);
+        variables.put("nome_projeto", projectName);
+        variables.put("organizacao", org.getName());
+
+        // Período
+        variables.put("periodo", formattedPeriod);
+        variables.put("periodo_vigencia", formattedPeriod);
         variables.put("data_inicio", strStart);
         variables.put("data_fim", strEnd);
-        variables.put("periodo_vigencia", strPeriodo);
         variables.put("mes_ano", mesAno);
-        variables.put("nome_usuario", user.getName() != null ? user.getName() : user.getEmail());
+
-        variables.put("email_usuario", user.getEmail());
-        variables.put("organizacao", org.getName());
-        variables.put("projeto", project != null ? project.getName() : "Geral / Todos os Projetos");
         variables.put("total_horas", formattedTotalTime);
         variables.put("data_emissao", LocalDate.now().format(DATE_FORMATTER));
 
@@ -251,7 +273,7 @@ public class GenerateReportUseCase {
         generated.setOrganization(org);
         generated.setProject(project);
         generated.setUser(user);
-        generated.setTitle(template.getName() + " (" + strPeriodo + ")");
+        generated.setTitle(template.getName() + " (" + formattedPeriod + ")");
         generated.setStartDate(input.startDate());
         generated.setEndDate(input.endDate());
         generated.setFileUrl(fileUrl);
@@ -352,4 +374,34 @@ public class GenerateReportUseCase {
         if (text == null || text.isEmpty()) return "";
         return text.substring(0, 1).toUpperCase(PT_BR) + text.substring(1);
     }
+
+    private String formatPeriodWithPattern(LocalDate start, LocalDate end, String pattern) {
+        if (pattern == null || pattern.isBlank()) {
+            pattern = "DD/MM/AAAA até DD/MM/AAAA";
+        }
+
+        String strStart = start.format(DATE_FORMATTER);
+        String strEnd = end.format(DATE_FORMATTER);
+
+        return switch (pattern) {
+            case "DD/MM/AAAA até DD/MM/AAAA" -> strStart + " até " + strEnd;
+            case "DD/MM/AAAA a DD/MM/AAAA" -> strStart + " a " + strEnd;
+            case "DD de Mês de AAAA até DD de Mês de AAAA" -> {
+                String mStart = capitalize(start.getMonth().getDisplayName(TextStyle.FULL, PT_BR));
+                String mEnd = capitalize(end.getMonth().getDisplayName(TextStyle.FULL, PT_BR));
+                yield String.format("%02d de %s de %d até %02d de %s de %d",
+                        start.getDayOfMonth(), mStart, start.getYear(),
+                        end.getDayOfMonth(), mEnd, end.getYear());
+            }
+            case "MM/AAAA" -> String.format("%02d/%d", start.getMonthValue(), start.getYear());
+            case "Mês de AAAA" -> {
+                String mStart = capitalize(start.getMonth().getDisplayName(TextStyle.FULL, PT_BR));
+                yield mStart + " de " + start.getYear();
+            }
+            case "DD/MM - DD/MM/AAAA" -> String.format("%02d/%02d - %02d/%02d/%d",
+                    start.getDayOfMonth(), start.getMonthValue(),
+                    end.getDayOfMonth(), end.getMonthValue(), end.getYear());
+            default -> strStart + " até " + strEnd;
+        };
+    }
 }

backend/src/main/resources/db/migration/V11__add_report_template_header_fields.sql

@@ -0,0 +1,3 @@
+ALTER TABLE report_templates ADD COLUMN manager_name VARCHAR(255);
+ALTER TABLE report_templates ADD COLUMN custom_project_name VARCHAR(255);
+ALTER TABLE report_templates ADD COLUMN date_format_pattern VARCHAR(100) DEFAULT 'DD/MM/AAAA até DD/MM/AAAA';

frontend/src/components/reports/CreateTemplateModal.tsx

@@ -8,6 +8,9 @@ import {
   Tag,
   AlertCircle,
   Folder,
+  UserCheck,
+  Calendar,
+  User,
 } from 'lucide-react'
 import { CustomSelect } from '../ui/Select'
 import { reportService, type ReportTemplateOutput } from '../../services/reportService'
@@ -43,6 +46,9 @@ export const CreateTemplateModal: React.FC<CreateTemplateModalProps> = ({
   const [description, setDescription] = useState('')
   const [scope, setScope] = useState<'ORGANIZATION' | 'PROJECT'>('ORGANIZATION')
   const [projectId, setProjectId] = useState<number | undefined>(undefined)
+  const [managerName, setManagerName] = useState('')
+  const [customProjectName, setCustomProjectName] = useState('')
+  const [dateFormatPattern, setDateFormatPattern] = useState('DD/MM/AAAA até DD/MM/AAAA')
   const [file, setFile] = useState<File | null>(null)
   const [sections, setSections] = useState<SectionFormItem[]>([
     {
@@ -129,6 +135,9 @@ export const CreateTemplateModal: React.FC<CreateTemplateModalProps> = ({
       formData.append('name', name.trim())
       formData.append('description', description.trim())
       formData.append('scope', scope)
+      formData.append('managerName', managerName.trim())
+      formData.append('customProjectName', customProjectName.trim())
+      formData.append('dateFormatPattern', dateFormatPattern)
       if (scope === 'PROJECT' && projectId) {
         formData.append('projectId', String(projectId))
       }
@@ -261,6 +270,93 @@ export const CreateTemplateModal: React.FC<CreateTemplateModalProps> = ({
             />
           </div>
 
+          {/* Seção Padrão (Identificação, Gestão e Período) */}
+          <div className="p-4 rounded-2xl border border-brand/25 bg-brand-soft/20 dark:bg-brand/10 space-y-3.5">
+            <div className="flex items-center gap-2">
+              <UserCheck className="w-4 h-4 text-brand" />
+              <div>
+                <h4 className="text-xs font-extrabold text-brand uppercase tracking-wider">
+                  Seção Padrão: Identificação e Gestão
+                </h4>
+                <p className="text-[11px] text-muted">
+                  Valores configurados no modelo que alimentam o cabeçalho e identificação no Word.
+                </p>
+              </div>
+            </div>
+
+            <div className="grid grid-cols-1 sm:grid-cols-2 gap-3 pt-1">
+              {/* Colaborador / Usuário (Automático) */}
+              <div className="space-y-1">
+                <label className="text-[11px] font-bold text-foreground flex items-center justify-between">
+                  <span className="flex items-center gap-1">
+                    <User className="w-3 h-3 text-muted" /> Nome do Colaborador
+                  </span>
+                  <code className="text-[10px] text-brand font-mono font-bold">{'{{nome}}'}</code>
+                </label>
+                <div className="px-3 py-2 rounded-xl border border-border-soft bg-surface/60 text-xs text-muted font-medium">
+                  Preenchido automaticamente com o usuário logado
+                </div>
+              </div>
+
+              {/* Nome do Gestor */}
+              <div className="space-y-1">
+                <label className="text-[11px] font-bold text-foreground flex items-center justify-between">
+                  <span className="flex items-center gap-1">
+                    <UserCheck className="w-3 h-3 text-muted" /> Nome do Gestor Responsável
+                  </span>
+                  <code className="text-[10px] text-brand font-mono font-bold">{'{{nome_gestor}}'}</code>
+                </label>
+                <input
+                  type="text"
+                  value={managerName}
+                  onChange={(e) => setManagerName(e.target.value)}
+                  placeholder="Ex.: Dr. Roberto Silva"
+                  className="w-full px-3 py-2 rounded-xl border border-border-soft bg-surface text-xs text-foreground focus:outline-hidden focus:border-brand shadow-xs"
+                />
+              </div>
+
+              {/* Nome do Projeto */}
+              <div className="space-y-1">
+                <label className="text-[11px] font-bold text-foreground flex items-center justify-between">
+                  <span className="flex items-center gap-1">
+                    <Folder className="w-3 h-3 text-muted" /> Nome do Projeto no Relatório
+                  </span>
+                  <code className="text-[10px] text-brand font-mono font-bold">{'{{nome_projeto}}'}</code>
+                </label>
+                <input
+                  type="text"
+                  value={customProjectName}
+                  onChange={(e) => setCustomProjectName(e.target.value)}
+                  placeholder="Ex.: Projeto BeeTask Inovação Tecnológica"
+                  className="w-full px-3 py-2 rounded-xl border border-border-soft bg-surface text-xs text-foreground focus:outline-hidden focus:border-brand shadow-xs"
+                />
+              </div>
+
+              {/* Formato da Data do Período */}
+              <div className="space-y-1">
+                <label className="text-[11px] font-bold text-foreground flex items-center justify-between">
+                  <span className="flex items-center gap-1">
+                    <Calendar className="w-3 h-3 text-muted" /> Formato do Período
+                  </span>
+                  <code className="text-[10px] text-brand font-mono font-bold">{'{{periodo}}'}</code>
+                </label>
+                <CustomSelect
+                  size="sm"
+                  value={dateFormatPattern}
+                  onChange={(val) => setDateFormatPattern(String(val))}
+                  options={[
+                    { value: 'DD/MM/AAAA até DD/MM/AAAA', label: 'DD/MM/AAAA até DD/MM/AAAA (ex: 01/10/2026 até 31/10/2026)' },
+                    { value: 'DD/MM/AAAA a DD/MM/AAAA', label: 'DD/MM/AAAA a DD/MM/AAAA (ex: 01/10/2026 a 31/10/2026)' },
+                    { value: 'DD de Mês de AAAA até DD de Mês de AAAA', label: '01 de Outubro de 2026 até 31 de Outubro de 2026' },
+                    { value: 'MM/AAAA', label: 'MM/AAAA (ex: 10/2026)' },
+                    { value: 'Mês de AAAA', label: 'Mês de AAAA (ex: Outubro de 2026)' },
+                    { value: 'DD/MM - DD/MM/AAAA', label: 'DD/MM - DD/MM/AAAA (ex: 01/10 - 31/10/2026)' },
+                  ]}
+                />
+              </div>
+            </div>
+          </div>
+
           {/* Upload de Arquivo .DOCX */}
           <div className="space-y-2">
             <label className="text-xs font-bold text-foreground flex items-center justify-between">

frontend/src/pages/ReportsPage.tsx

@@ -94,14 +94,16 @@ export const ReportsPage: React.FC = () => {
   }
 
   const standardTags = [
+    { tag: '{{nome}}', desc: 'Nome do colaborador (pega automaticamente do usuário logado)' },
+    { tag: '{{nome_gestor}}', desc: 'Nome do gestor responsável (pré-definido no modelo)' },
+    { tag: '{{nome_projeto}}', desc: 'Nome do projeto (pré-definido no cadastro do modelo)' },
+    { tag: '{{periodo}}', desc: 'Período formatado no padrão escolhido no modelo (ex.: DD/MM/AAAA até DD/MM/AAAA)' },
     { tag: '{{data_inicio}}', desc: 'Data inicial do período escolhido (ex: 01/10/2026)' },
     { tag: '{{data_fim}}', desc: 'Data final do período escolhido (ex: 31/10/2026)' },
-    { tag: '{{periodo_vigencia}}', desc: 'Intervalo formatado (ex: 01/10/2026 a 31/10/2026)' },
+    { tag: '{{periodo_vigencia}}', desc: 'Intervalo formatado no modelo (ex: 01/10/2026 até 31/10/2026)' },
     { tag: '{{mes_ano}}', desc: 'Mês e ano por extenso (ex: Outubro/2026)' },
-    { tag: '{{nome_usuario}}', desc: 'Nome completo do usuário logado' },
+    { tag: '{{email_usuario}}', desc: 'E-mail do usuário logado' },
-    { tag: '{{email_usuario}}', desc: 'E-mail do usuário' },
     { tag: '{{organizacao}}', desc: 'Nome da organização / workspace ativo' },
-    { tag: '{{projeto}}', desc: 'Nome do projeto selecionado ou Geral' },
     { tag: '{{total_horas}}', desc: 'Total de horas trabalhadas no período (ex: 142h 30m)' },
     { tag: '{{data_emissao}}', desc: 'Data de geração do relatório (ex: 31/10/2026)' },
   ]
@@ -272,6 +274,26 @@ export const ReportsPage: React.FC = () => {
                       )}
                     </div>
 
+                    {/* Dados da Seção Padrão */}
+                    <div className="p-2.5 rounded-xl bg-surface-raised/60 border border-border-soft text-[11px] space-y-1">
+                      {tpl.managerName && (
+                        <div className="flex items-center justify-between gap-1 text-muted">
+                          <span>Gestor:</span>
+                          <span className="font-semibold text-foreground truncate">{tpl.managerName}</span>
+                        </div>
+                      )}
+                      {(tpl.customProjectName || tpl.projectName) && (
+                        <div className="flex items-center justify-between gap-1 text-muted">
+                          <span>Projeto:</span>
+                          <span className="font-semibold text-foreground truncate">{tpl.customProjectName || tpl.projectName}</span>
+                        </div>
+                      )}
+                      <div className="flex items-center justify-between gap-1 text-muted">
+                        <span>Padrão de Data:</span>
+                        <span className="font-mono text-[10px] text-brand truncate">{tpl.dateFormatPattern || 'DD/MM/AAAA até DD/MM/AAAA'}</span>
+                      </div>
+                    </div>
+
                     {/* Tags configuradas */}
                     <div className="space-y-1.5 pt-1">
                       <span className="text-[10px] font-bold text-muted uppercase tracking-wider block">

frontend/src/services/reportService.ts

@@ -27,6 +27,9 @@ export interface ReportTemplateOutput {
   storageKey: string
   createdById?: number
   createdByName?: string
+  managerName?: string
+  customProjectName?: string
+  dateFormatPattern?: string
   sections: ReportSectionOutput[]
   createdAt: string
   updatedAt: string