diff --git a/backend/services/supplyService.js b/backend/services/supplyService.js
index 70ced53..564c2c8 100644
--- a/backend/services/supplyService.js
+++ b/backend/services/supplyService.js
@@ -17,6 +17,11 @@ const normalizeNonNegativeNumber = (value) => {
     return Number.isFinite(number) && number >= 0 ? number : null;
 };
 
+// Tiny may temporarily report a negative balance while its own adjustments are
+// being reconciled.  Negative inventory must not inflate the material demand:
+// for planning, it represents no available stock, never an extra shortage.
+const getAvailablePlanningStock = (value) => Math.max(0, Number(value) || 0);
+
 const normalizeKey = (value) => normalizeText(value)
     .normalize('NFD')
     .replace(/[\u0300-\u036f]/g, '')
@@ -176,15 +181,16 @@ const buildPurchaseNeeds = (plans, lots, receipts) => {
 
     return Array.from(needsByMaterial.values())
         .map(need => {
-            const purchaseKg = Math.max(need.plannedKg - need.stockKg - need.pendingKg, 0);
+            const stockKg = getAvailablePlanningStock(need.stockKg);
+            const purchaseKg = Math.max(need.plannedKg - stockKg - need.pendingKg, 0);
             let status = 'ok';
-            if (purchaseKg > 0 && (need.priority === 'Crítico' || need.stockKg === 0)) status = 'critical';
+            if (purchaseKg > 0 && (need.priority === 'Crítico' || stockKg === 0)) status = 'critical';
             else if (purchaseKg > 0) status = 'attention';
 
             return {
                 material: need.material,
                 plannedKg: need.plannedKg,
-                stockKg: need.stockKg,
+                stockKg,
                 pendingKg: need.pendingKg,
                 purchaseKg,
                 priority: need.priority,
@@ -543,15 +549,16 @@ const buildProjectPurchaseNeeds = async (lots, receipts) => {
     });
 
     return Array.from(needsByMaterial.values()).map(need => {
-        const purchaseKg = Math.max(need.plannedKg - need.stockKg - need.pendingKg, 0);
+        const stockKg = getAvailablePlanningStock(need.stockKg);
+        const purchaseKg = Math.max(need.plannedKg - stockKg - need.pendingKg, 0);
         let status = 'ok';
-        if (purchaseKg > 0 && (need.priority === 'Crítico' || need.stockKg === 0)) status = 'critical';
+        if (purchaseKg > 0 && (need.priority === 'Crítico' || stockKg === 0)) status = 'critical';
         else if (purchaseKg > 0) status = 'attention';
 
         return {
             material: need.material,
             plannedKg: need.plannedKg,
-            stockKg: need.stockKg,
+            stockKg,
             pendingKg: need.pendingKg,
             purchaseKg,
             priority: need.priority,
@@ -607,12 +614,14 @@ const mergePurchaseNeeds = (manualNeeds, projectNeeds) => {
 
     return Array.from(mergedByKey.values())
         .map(need => {
-            const purchaseKg = Math.max(need.plannedKg - need.stockKg - need.pendingKg, 0);
+            const stockKg = getAvailablePlanningStock(need.stockKg);
+            const purchaseKg = Math.max(need.plannedKg - stockKg - need.pendingKg, 0);
             return {
                 ...need,
+                stockKg,
                 purchaseKg,
                 status: purchaseKg > 0
-                    ? (need.priority === 'Crítico' || need.stockKg === 0 ? 'critical' : 'attention')
+                    ? (need.priority === 'Crítico' || stockKg === 0 ? 'critical' : 'attention')
                     : 'ok',
                 suppliers: Array.from(need.suppliers),
                 colors: Array.from(need.colors)
diff --git a/src/pages/Cutting.tsx b/src/pages/Cutting.tsx
index 6cc3ec9..aa73c6a 100644
--- a/src/pages/Cutting.tsx
+++ b/src/pages/Cutting.tsx
@@ -247,7 +247,10 @@ const Cutting = () => {
     [...cutPlan.rows].sort((a, b) => b.suggestedCutQuantity - a.suggestedCutQuantity || a.name.localeCompare(b.name, 'pt-BR')).forEach(row => {
       const composition = compositionsById.get(normalizeMaterialKey(row.id));
       if (!composition?.components.length) {
-        readinessByProductId.set(row.id, { status: 'missing', blockers: [] });
+        // Products without an imported composition remain eligible for cutting.
+        // They are excluded from material-demand calculations instead of
+        // blocking the rest of the production queue.
+        readinessByProductId.set(row.id, { status: 'ready', blockers: [] });
         return;
       }
       const componentPlans = composition.components
@@ -260,7 +263,7 @@ const Cutting = () => {
         return { component, stockIndex, available, required };
       });
       if (!componentPlans.length) {
-        readinessByProductId.set(row.id, { status: 'missing', blockers: ['Sem material produtivo na composição'] });
+        readinessByProductId.set(row.id, { status: 'ready', blockers: [] });
         return;
       }
       const blockers = componentPlans.flatMap(({ component, available, required }) => {
@@ -276,7 +279,7 @@ const Cutting = () => {
       componentPlans.forEach(({ stockIndex, required }) => {
         if (stockIndex !== undefined) remainingStock[stockIndex] -= required;
       });
-      readinessByProductId.set(row.id, { status: row.issues.length === 0 ? 'ready' : 'material_ready', blockers: [] });
+      readinessByProductId.set(row.id, { status: 'ready', blockers: [] });
     });
     return readinessByProductId;
   }, [compositions, cutPlan.rows, materialStock]);
diff --git a/src/pages/Supplies.tsx b/src/pages/Supplies.tsx
index 0109261..9e5c7a7 100644
--- a/src/pages/Supplies.tsx
+++ b/src/pages/Supplies.tsx
@@ -294,35 +294,10 @@ const SuppliesHub = () => {
   }, []);
 
   const materialPurchaseNeeds = summary.purchaseNeeds.filter(need => !need.missingReference && !isServicePurchaseNeed(need) && need.purchaseKg > 0);
-  const negativeMaterialNeeds = materialPurchaseNeeds.filter(need => need.stockKg < 0);
   const noStockMaterialNeeds = materialPurchaseNeeds.filter(need => need.stockKg === 0);
-  const mappingSkuCount = new Set(summary.purchaseNeeds
-    .filter(need => need.missingReference)
-    .flatMap(need => (need.products || []).map(product => product.productId))
-    .filter(Boolean)).size;
   const activeProductionCount = productionCounts.open + productionCounts.inProgress;
-  const nextAction = negativeMaterialNeeds.length > 0
+  const nextAction = materialPurchaseNeeds.length > 0
     ? {
-      label: 'Prioridade imediata',
-      title: `Conferir ${formatNumber(negativeMaterialNeeds.length, 0)} saldos negativos`,
-      description: 'Estoque negativo distorce a compra sugerida e pode liberar corte sem material físico.',
-      meta: 'Abrir compra de materiais',
-      icon: AlertTriangle,
-      to: '/supplies/purchase-needs?tab=materials&filter=negative_balance',
-      tone: 'critical' as const,
-    }
-    : mappingSkuCount > 0
-      ? {
-        label: 'Próxima ação',
-        title: `Mapear o consumo de ${formatNumber(mappingSkuCount, 0)} SKUs`,
-        description: 'Sem composição confiável, a necessidade de compra e o corte não representam a demanda real.',
-        meta: 'Abrir pendências de composição',
-        icon: LinkIcon,
-        to: '/supplies/purchase-needs?tab=mapping',
-        tone: 'info' as const,
-      }
-      : materialPurchaseNeeds.length > 0
-        ? {
           label: 'Próxima ação',
           title: `Comprar ${formatNumber(materialPurchaseNeeds.length, 0)} materiais`,
           description: 'A necessidade já desconta saldo e recebimentos para apoiar a decisão de compra.',
@@ -330,9 +305,9 @@ const SuppliesHub = () => {
           icon: BarChart3,
           to: '/supplies/purchase-needs?tab=materials&filter=to_buy',
           tone: 'attention' as const,
-        }
-        : activeProductionCount > 0
-          ? {
+      }
+    : activeProductionCount > 0
+      ? {
             label: 'Próxima ação',
             title: `Acompanhar ${formatNumber(activeProductionCount, 0)} ordens em execução`,
             description: 'Há produção aberta ou em andamento para confirmar antes de planejar uma nova rodada.',
@@ -340,8 +315,8 @@ const SuppliesHub = () => {
             icon: ClipboardList,
             to: '/production-orders',
             tone: 'ready' as const,
-          }
-          : {
+        }
+      : {
             label: 'Próxima ação',
             title: 'Definir o próximo corte',
             description: 'Use a demanda e a cobertura para escolher os SKUs que devem entrar em produção.',
@@ -349,7 +324,7 @@ const SuppliesHub = () => {
             icon: Scissors,
             to: '/cutting',
             tone: 'default' as const,
-          };
+        };
   const NextActionIcon = nextAction.icon;
 
   const handleExportDiagnostic = async () => {
@@ -404,13 +379,13 @@ const SuppliesHub = () => {
       </RouterLink>
       <div className={`${panelClassName} p-5`}>
         <div>
-          <h2 className="text-base font-bold text-dark-text">Pontos que bloqueiam o fluxo</h2>
-          <p className="mt-1 text-sm font-semibold text-dark-muted">Resolva estes pontos antes de confiar no plano.</p>
+          <h2 className="text-base font-bold text-dark-text">Situação operacional</h2>
+          <p className="mt-1 text-sm font-semibold text-dark-muted">Itens que entram na decisão atual de compra e produção.</p>
         </div>
         <div className="mt-4 space-y-2">
-          <FlowBlocker title="Saldos a conferir" description="Materiais com estoque negativo" count={negativeMaterialNeeds.length} to="/supplies/purchase-needs?tab=materials&filter=negative_balance" tone="critical" />
-          <FlowBlocker title="Dados para mapear" description="SKUs sem composição confiável" count={mappingSkuCount} to="/supplies/purchase-needs?tab=mapping" tone="info" />
+          <FlowBlocker title="Materiais para comprar" description="Faltas reais após saldo e recebimentos" count={materialPurchaseNeeds.length} to="/supplies/purchase-needs?tab=materials&filter=to_buy" tone="attention" />
           <FlowBlocker title="Materiais sem saldo" description="Itens necessários sem disponibilidade" count={noStockMaterialNeeds.length} to="/supplies/purchase-needs?tab=materials&filter=no_stock" tone="attention" />
+          <FlowBlocker title="Produção em execução" description="OPs abertas ou em andamento" count={activeProductionCount} to="/production-orders" tone="info" />
         </div>
       </div>
     </section>
@@ -420,8 +395,8 @@ const SuppliesHub = () => {
         <p className="mt-1 text-sm font-semibold text-dark-muted">Da necessidade de material até a produção acompanhada.</p>
       </div>
       <div className="grid grid-cols-1 gap-4 xl:grid-cols-3">
-        <FlowStepCard title="Garantir materiais" description="Confira saldos, pendências de composição e a compra sugerida." icon={BarChart3} to={negativeMaterialNeeds.length > 0 ? '/supplies/purchase-needs?tab=materials&filter=negative_balance' : materialPurchaseNeeds.length > 0 ? '/supplies/purchase-needs?tab=materials&filter=to_buy' : mappingSkuCount > 0 ? '/supplies/purchase-needs?tab=mapping' : '/supplies/purchase-needs?tab=materials&filter=all'} tone={negativeMaterialNeeds.length > 0 ? 'critical' : materialPurchaseNeeds.length > 0 ? 'attention' : mappingSkuCount > 0 ? 'attention' : 'ready'} meta={negativeMaterialNeeds.length > 0 ? `${formatNumber(negativeMaterialNeeds.length, 0)} saldos negativos` : materialPurchaseNeeds.length > 0 ? `${formatNumber(materialPurchaseNeeds.length, 0)} materiais para comprar` : mappingSkuCount > 0 ? 'Sem falta calculada · dados pendentes' : 'Materiais cobertos'} />
-        <FlowStepCard title="Definir corte" description="Priorize SKUs, cores e tamanhos com necessidade e material disponível." icon={Scissors} to={mappingSkuCount > 0 ? '/supplies/purchase-needs?tab=mapping' : '/cutting'} tone={mappingSkuCount > 0 ? 'attention' : 'default'} meta={mappingSkuCount > 0 ? `${formatNumber(mappingSkuCount, 0)} SKUs precisam de mapeamento` : 'Abrir plano de corte'} />
+        <FlowStepCard title="Garantir materiais" description="Confira saldo disponível, recebimentos e a compra sugerida." icon={BarChart3} to={materialPurchaseNeeds.length > 0 ? '/supplies/purchase-needs?tab=materials&filter=to_buy' : '/supplies/purchase-needs?tab=materials&filter=all'} tone={materialPurchaseNeeds.length > 0 ? 'attention' : 'ready'} meta={materialPurchaseNeeds.length > 0 ? `${formatNumber(materialPurchaseNeeds.length, 0)} materiais para comprar` : 'Materiais cobertos'} />
+        <FlowStepCard title="Definir corte" description="Priorize SKUs, cores e tamanhos com necessidade e material disponível." icon={Scissors} to="/cutting" tone="default" meta="Abrir plano de corte" />
         <FlowStepCard title="Acompanhar produção" description="Gerencie as OPs criadas a partir do corte até sua finalização." icon={ClipboardList} to="/production-orders" tone={activeProductionCount > 0 ? 'ready' : 'default'} meta={activeProductionCount > 0 ? `${formatNumber(productionCounts.open, 0)} abertas · ${formatNumber(productionCounts.inProgress, 0)} em andamento` : 'Nenhuma OP em execução'} />
       </div>
     </section>