Add expense detail page with edit (audit-logged) and clickable rows on projects
New expense detail at /companies/[id]/expenses/[expenseId] with full info, edit form for admin/manager/accountant, and audit log entry on every edit (`expense_updated`). Project view expense rows are now clickable and navigate to the detail page. Ledger re-posts automatically if an approved expense's amount or account changes. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -1298,6 +1298,7 @@ export const companyLogEventEnum = pgEnum('company_log_event', [
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'invoice_paid',
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'invoice_voided',
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'expense_invoice_uploaded',
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'expense_updated',
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'sale_created',
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'sale_confirmed',
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'sale_voided',
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@@ -0,0 +1,246 @@
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import { error, fail } from '@sveltejs/kit';
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import type { Actions, PageServerLoad } from './$types';
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import { db } from '$lib/server/db/index.js';
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import {
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expenses,
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projects,
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users,
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categories,
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parties,
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companyAccounts,
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invoices,
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packages,
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expensePackages
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} from '$lib/server/db/schema.js';
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import { and, asc, eq, isNull, ne } from 'drizzle-orm';
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import { requireCompanyRoleAny } from '$lib/server/authorization.js';
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import { logCompanyEvent } from '$lib/server/audit.js';
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import { formatCurrency } from '$lib/utils/currency.js';
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import {
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postExpenseTransaction,
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removeExpenseTransaction
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} from '$lib/server/accounts/ledger.js';
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function trimOrNull(v: FormDataEntryValue | null): string | null {
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const s = v?.toString().trim();
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return s ? s : null;
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}
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export const load: PageServerLoad = async ({ locals, params, parent }) => {
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await requireCompanyRoleAny(locals, params.companyId, [
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'admin', 'manager', 'user', 'accountant', 'hr'
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]);
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await parent();
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const [row] = await db
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.select({
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id: expenses.id,
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title: expenses.title,
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description: expenses.description,
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amount: expenses.amount,
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currency: expenses.currency,
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status: expenses.status,
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expenseDate: expenses.expenseDate,
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rejectionReason: expenses.rejectionReason,
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reviewedAt: expenses.reviewedAt,
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createdAt: expenses.createdAt,
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updatedAt: expenses.updatedAt,
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projectId: expenses.projectId,
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projectName: projects.name,
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partyId: expenses.partyId,
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partyName: parties.name,
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categoryId: expenses.categoryId,
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categoryName: categories.name,
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accountId: expenses.accountId,
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accountName: companyAccounts.name,
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invoiceId: expenses.invoiceId,
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invoiceFileUrl: expenses.invoiceFileUrl,
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invoiceFileName: expenses.invoiceFileName,
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paperlessUrl: expenses.paperlessUrl,
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submitterName: users.displayName,
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submitterEmail: users.email
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})
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.from(expenses)
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.innerJoin(projects, eq(expenses.projectId, projects.id))
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.innerJoin(users, eq(expenses.submittedBy, users.id))
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.leftJoin(categories, eq(expenses.categoryId, categories.id))
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.leftJoin(parties, eq(expenses.partyId, parties.id))
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.leftJoin(companyAccounts, eq(expenses.accountId, companyAccounts.id))
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.where(and(eq(expenses.id, params.expenseId), eq(projects.companyId, params.companyId)))
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.limit(1);
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if (!row) error(404, 'Expense not found');
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const projectList = await db
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.select({ id: projects.id, name: projects.name })
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.from(projects)
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.where(and(eq(projects.companyId, params.companyId), eq(projects.isActive, true)))
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.orderBy(asc(projects.name));
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const categoryList = await db
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.select({ id: categories.id, name: categories.name })
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.from(categories)
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.where(eq(categories.companyId, params.companyId))
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.orderBy(asc(categories.name));
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const accountList = await db
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.select({
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id: companyAccounts.id,
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name: companyAccounts.name,
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currency: companyAccounts.currency
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})
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.from(companyAccounts)
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.where(
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and(
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eq(companyAccounts.companyId, params.companyId),
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eq(companyAccounts.isArchived, false),
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isNull(companyAccounts.deletedAt)
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)
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)
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.orderBy(companyAccounts.name);
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const partyList = await db
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.select({ id: parties.id, name: parties.name })
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.from(parties)
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.where(and(eq(parties.companyId, params.companyId), isNull(parties.deletedAt)))
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.orderBy(asc(parties.name));
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const invoiceList = await db
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.select({
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id: invoices.id,
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invoiceNumber: invoices.invoiceNumber,
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direction: invoices.direction
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})
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.from(invoices)
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.where(
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and(
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eq(invoices.companyId, params.companyId),
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ne(invoices.status, 'voided'),
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ne(invoices.status, 'cancelled')
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)
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)
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.orderBy(asc(invoices.invoiceNumber));
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const linkedPackages = await db
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.select({
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id: packages.id,
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trackingNumber: packages.trackingNumber,
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carrier: packages.carrier,
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direction: packages.direction,
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status: packages.status
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})
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.from(expensePackages)
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.innerJoin(packages, eq(expensePackages.packageId, packages.id))
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.where(eq(expensePackages.expenseId, params.expenseId));
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return {
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expense: row,
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projects: projectList,
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categories: categoryList,
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accounts: accountList,
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parties: partyList,
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invoices: invoiceList,
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linkedPackages
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};
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};
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export const actions: Actions = {
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updateExpense: async ({ request, locals, params }) => {
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const { user, roles } = await requireCompanyRoleAny(locals, params.companyId, [
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'admin', 'manager', 'accountant'
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]);
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const canManage = roles.some((r) => r === 'admin' || r === 'manager' || r === 'accountant');
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if (!canManage) return fail(403, { error: 'Not permitted' });
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const fd = await request.formData();
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const title = trimOrNull(fd.get('title'));
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const amountStr = fd.get('amount')?.toString().trim();
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const expenseDate = trimOrNull(fd.get('expenseDate'));
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const description = trimOrNull(fd.get('description'));
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const projectId = trimOrNull(fd.get('projectId'));
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const categoryId = trimOrNull(fd.get('categoryId'));
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const partyId = trimOrNull(fd.get('partyId'));
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const accountId = trimOrNull(fd.get('accountId'));
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const invoiceId = trimOrNull(fd.get('invoiceId'));
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if (!title) return fail(400, { action: 'updateExpense', error: 'Title is required' });
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if (!amountStr || isNaN(Number(amountStr)) || Number(amountStr) <= 0) {
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return fail(400, { action: 'updateExpense', error: 'Valid positive amount required' });
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}
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if (!expenseDate) return fail(400, { action: 'updateExpense', error: 'Date is required' });
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if (!projectId) return fail(400, { action: 'updateExpense', error: 'Project is required' });
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// Verify current expense belongs to this company
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const [existing] = await db
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.select({
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id: expenses.id,
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title: expenses.title,
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amount: expenses.amount,
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status: expenses.status,
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accountId: expenses.accountId
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})
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.from(expenses)
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.innerJoin(projects, eq(expenses.projectId, projects.id))
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.where(
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and(eq(expenses.id, params.expenseId), eq(projects.companyId, params.companyId))
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)
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.limit(1);
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if (!existing) error(404, 'Expense not found');
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// Verify target project belongs to this company
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const [proj] = await db
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.select({ id: projects.id })
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.from(projects)
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.where(and(eq(projects.id, projectId), eq(projects.companyId, params.companyId)))
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.limit(1);
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if (!proj) return fail(400, { action: 'updateExpense', error: 'Project not in this company' });
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const newAmount = Number(amountStr).toFixed(2);
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const amountChanged = newAmount !== existing.amount;
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const accountChanged = (accountId ?? null) !== (existing.accountId ?? null);
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await db.transaction(async (tx) => {
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await tx
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.update(expenses)
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.set({
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title,
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description,
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amount: newAmount,
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expenseDate,
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projectId,
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categoryId,
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partyId,
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accountId,
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invoiceId,
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updatedAt: new Date()
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})
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.where(eq(expenses.id, params.expenseId));
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// Re-post ledger entry if approved and amount or account changed
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if (existing.status === 'approved' && (amountChanged || accountChanged)) {
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if (accountId) {
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await postExpenseTransaction(params.expenseId, accountId, user.id, tx);
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} else {
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await removeExpenseTransaction(params.expenseId, tx);
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}
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}
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});
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await logCompanyEvent(
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params.companyId,
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user.id,
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'expense_updated',
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`Expense "${title}" edited (was ${formatCurrency(existing.amount, 'THB')})`,
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{
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expenseId: params.expenseId,
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previousTitle: existing.title,
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previousAmount: existing.amount,
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newAmount,
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amountChanged,
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accountChanged
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}
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);
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return { success: true, action: 'updateExpense' };
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}
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};
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@@ -0,0 +1,211 @@
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<script lang="ts">
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import { enhance } from '$app/forms';
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import { formatCurrency } from '$lib/utils/currency.js';
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import { formatDate } from '$lib/utils/date.js';
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import type { PageData, ActionData } from './$types';
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let { data, form }: { data: PageData; form: ActionData } = $props();
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let editing = $state(false);
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const canManage = $derived(
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data.companyRoles.some((r) => r === 'admin' || r === 'manager' || r === 'accountant')
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);
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const STATUS_BADGE: Record<string, string> = {
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pending: 'bg-amber-100 text-amber-700 dark:bg-amber-900/40 dark:text-amber-300',
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approved: 'bg-green-100 text-green-700 dark:bg-green-900/40 dark:text-green-300',
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rejected: 'bg-red-100 text-red-700 dark:bg-red-900/40 dark:text-red-300'
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};
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const inputCls = 'w-full rounded-md border border-gray-300 px-3 py-2 text-sm dark:border-gray-600 dark:bg-gray-700 dark:text-white';
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const labelCls = 'mb-1 block text-sm font-medium text-gray-700 dark:text-gray-300';
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</script>
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<svelte:head>
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<title>{data.expense.title} - Expense</title>
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</svelte:head>
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<div class="space-y-6">
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<header>
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<a href={`/companies/${data.company.id}/expenses`} class="text-sm text-blue-600 hover:text-blue-700 dark:text-blue-400">← Expenses</a>
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<div class="mt-1 flex items-start justify-between gap-4">
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<div>
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<h1 class="text-2xl font-bold text-gray-900 dark:text-white">{data.expense.title}</h1>
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<div class="mt-2 flex flex-wrap items-center gap-3 text-sm text-gray-500 dark:text-gray-400">
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<span class="rounded-full px-2 py-0.5 text-xs font-medium {STATUS_BADGE[data.expense.status]}">
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{data.expense.status}
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</span>
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<span>{data.expense.expenseDate}</span>
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<span>By {data.expense.submitterName ?? data.expense.submitterEmail}</span>
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</div>
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</div>
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{#if canManage && !editing}
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<button type="button" onclick={() => (editing = true)}
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class="rounded-md bg-blue-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-blue-700">
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Edit
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</button>
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{/if}
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</div>
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</header>
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{#if form?.error}
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<div class="rounded-md bg-red-50 p-3 text-sm text-red-700 dark:bg-red-900/30 dark:text-red-300">{form.error}</div>
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{/if}
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{#if editing && canManage}
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<form method="POST" action="?/updateExpense"
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use:enhance={() => async ({ result, update }) => {
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await update({ reset: false });
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if (result.type === 'success') editing = false;
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}}
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class="grid grid-cols-1 gap-3 rounded-lg border border-gray-200 bg-white p-4 dark:border-gray-700 dark:bg-gray-800 md:grid-cols-2">
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<div class="md:col-span-2">
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<label for="e-title" class={labelCls}>Title <span class="text-red-500">*</span></label>
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<input id="e-title" name="title" type="text" required value={data.expense.title} class={inputCls} />
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</div>
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<div>
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<label for="e-amount" class={labelCls}>Amount <span class="text-red-500">*</span></label>
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<input id="e-amount" name="amount" type="number" step="0.01" min="0.01" required value={data.expense.amount} class={inputCls} />
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</div>
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<div>
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<label for="e-date" class={labelCls}>Date <span class="text-red-500">*</span></label>
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<input id="e-date" name="expenseDate" type="date" required value={data.expense.expenseDate} class={inputCls} />
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</div>
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<div>
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<label for="e-project" class={labelCls}>Project <span class="text-red-500">*</span></label>
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<select id="e-project" name="projectId" required value={data.expense.projectId} class={inputCls}>
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{#each data.projects as p (p.id)}
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<option value={p.id}>{p.name}</option>
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{/each}
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</select>
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</div>
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<div>
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<label for="e-category" class={labelCls}>Category</label>
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<select id="e-category" name="categoryId" value={data.expense.categoryId ?? ''} class={inputCls}>
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<option value="">—</option>
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{#each data.categories as c (c.id)}
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<option value={c.id}>{c.name}</option>
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{/each}
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</select>
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</div>
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<div>
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<label for="e-party" class={labelCls}>Supplier</label>
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<select id="e-party" name="partyId" value={data.expense.partyId ?? ''} class={inputCls}>
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<option value="">—</option>
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{#each data.parties as p (p.id)}
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<option value={p.id}>{p.name}</option>
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{/each}
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</select>
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</div>
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<div>
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<label for="e-account" class={labelCls}>Account</label>
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<select id="e-account" name="accountId" value={data.expense.accountId ?? ''} class={inputCls}>
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<option value="">—</option>
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{#each data.accounts as a (a.id)}
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<option value={a.id}>{a.name} ({a.currency})</option>
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{/each}
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</select>
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</div>
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<div>
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<label for="e-invoice" class={labelCls}>Linked Invoice</label>
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<select id="e-invoice" name="invoiceId" value={data.expense.invoiceId ?? ''} class={inputCls}>
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<option value="">—</option>
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{#each data.invoices as inv (inv.id)}
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<option value={inv.id}>{inv.invoiceNumber} ({inv.direction})</option>
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{/each}
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</select>
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</div>
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<div class="md:col-span-2">
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<label for="e-desc" class={labelCls}>Description</label>
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<textarea id="e-desc" name="description" rows="2" class={inputCls}>{data.expense.description ?? ''}</textarea>
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</div>
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<div class="md:col-span-2 flex justify-end gap-2">
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<button type="button" onclick={() => (editing = false)}
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class="rounded-md border border-gray-300 px-4 py-2 text-sm font-medium text-gray-700 hover:bg-gray-50 dark:border-gray-600 dark:text-gray-200">Cancel</button>
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<button type="submit" class="rounded-md bg-blue-600 px-4 py-2 text-sm font-medium text-white hover:bg-blue-700">Save changes</button>
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</div>
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<p class="md:col-span-2 text-xs text-gray-500 dark:text-gray-400">Edits are audit-logged. If status is approved and amount/account changes, the ledger entry is re-posted.</p>
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</form>
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{:else}
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<div class="grid grid-cols-1 gap-4 rounded-lg border border-gray-200 bg-white p-6 dark:border-gray-700 dark:bg-gray-800 md:grid-cols-2">
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<div>
|
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<p class="text-xs font-medium uppercase tracking-wider text-gray-400 dark:text-gray-500">Amount</p>
|
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<p class="text-2xl font-bold text-gray-900 dark:text-white">{formatCurrency(data.expense.amount, data.expense.currency)}</p>
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</div>
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<div>
|
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<p class="text-xs font-medium uppercase tracking-wider text-gray-400 dark:text-gray-500">Project</p>
|
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<p class="text-sm text-gray-900 dark:text-white">
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<a href={`/companies/${data.company.id}/projects/${data.expense.projectId}`}
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class="text-blue-600 hover:text-blue-700 dark:text-blue-400">{data.expense.projectName}</a>
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</p>
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</div>
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<div>
|
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<p class="text-xs font-medium uppercase tracking-wider text-gray-400 dark:text-gray-500">Category</p>
|
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<p class="text-sm text-gray-900 dark:text-white">{data.expense.categoryName ?? '—'}</p>
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</div>
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<div>
|
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<p class="text-xs font-medium uppercase tracking-wider text-gray-400 dark:text-gray-500">Supplier</p>
|
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<p class="text-sm text-gray-900 dark:text-white">{data.expense.partyName ?? '—'}</p>
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</div>
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<div>
|
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<p class="text-xs font-medium uppercase tracking-wider text-gray-400 dark:text-gray-500">Account</p>
|
||||
<p class="text-sm text-gray-900 dark:text-white">{data.expense.accountName ?? '—'}</p>
|
||||
</div>
|
||||
<div>
|
||||
<p class="text-xs font-medium uppercase tracking-wider text-gray-400 dark:text-gray-500">Created</p>
|
||||
<p class="text-sm text-gray-900 dark:text-white">{formatDate(data.expense.createdAt)}</p>
|
||||
</div>
|
||||
{#if data.expense.description}
|
||||
<div class="md:col-span-2">
|
||||
<p class="text-xs font-medium uppercase tracking-wider text-gray-400 dark:text-gray-500">Description</p>
|
||||
<p class="whitespace-pre-wrap text-sm text-gray-700 dark:text-gray-300">{data.expense.description}</p>
|
||||
</div>
|
||||
{/if}
|
||||
{#if data.expense.rejectionReason}
|
||||
<div class="md:col-span-2 rounded-md bg-red-50 p-3 dark:bg-red-900/20">
|
||||
<p class="text-xs font-medium uppercase tracking-wider text-red-500">Rejected</p>
|
||||
<p class="text-sm text-red-700 dark:text-red-300">{data.expense.rejectionReason}</p>
|
||||
</div>
|
||||
{/if}
|
||||
</div>
|
||||
|
||||
<!-- Invoice attachments -->
|
||||
<div class="rounded-lg border border-gray-200 bg-white p-4 dark:border-gray-700 dark:bg-gray-800">
|
||||
<h2 class="mb-2 font-semibold text-gray-900 dark:text-white">Invoice</h2>
|
||||
<div class="flex flex-wrap gap-2 text-sm">
|
||||
{#if data.expense.invoiceFileUrl}
|
||||
<a href={`/companies/${data.company.id}/expenses/${data.expense.id}/invoice`}
|
||||
class="rounded-full bg-emerald-100 px-3 py-1 text-sm font-medium text-emerald-700 hover:bg-emerald-200 dark:bg-emerald-900/40 dark:text-emerald-300">
|
||||
📄 {data.expense.invoiceFileName ?? 'Invoice file'}
|
||||
</a>
|
||||
{/if}
|
||||
{#if data.expense.paperlessUrl}
|
||||
<a href={data.expense.paperlessUrl} target="_blank" rel="noopener noreferrer"
|
||||
class="rounded-full bg-purple-100 px-3 py-1 text-sm font-medium text-purple-700 hover:bg-purple-200 dark:bg-purple-900/40 dark:text-purple-300">
|
||||
🗂 Paperless
|
||||
</a>
|
||||
{/if}
|
||||
{#if !data.expense.invoiceFileUrl && !data.expense.paperlessUrl}
|
||||
<span class="rounded-full bg-amber-100 px-3 py-1 text-sm font-medium text-amber-700 dark:bg-amber-900/40 dark:text-amber-300">
|
||||
No invoice attached
|
||||
</span>
|
||||
{/if}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{#if data.linkedPackages.length > 0}
|
||||
<div class="rounded-lg border border-gray-200 bg-white p-4 dark:border-gray-700 dark:bg-gray-800">
|
||||
<h2 class="mb-2 font-semibold text-gray-900 dark:text-white">Linked Packages</h2>
|
||||
<div class="flex flex-wrap gap-2">
|
||||
{#each data.linkedPackages as pkg (pkg.id)}
|
||||
<a href={`/companies/${data.company.id}/packages/${pkg.id}`}
|
||||
class="rounded-full bg-cyan-100 px-3 py-1 text-sm font-medium text-cyan-700 hover:bg-cyan-200 dark:bg-cyan-900/40 dark:text-cyan-300">
|
||||
📦 {pkg.trackingNumber} — {pkg.carrier} ({pkg.direction})
|
||||
</a>
|
||||
{/each}
|
||||
</div>
|
||||
</div>
|
||||
{/if}
|
||||
{/if}
|
||||
</div>
|
||||
@@ -122,8 +122,9 @@
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{#each data.expenses as expense}
|
||||
<tr class="border-t border-gray-100 dark:border-gray-700">
|
||||
{#each data.expenses as expense (expense.id)}
|
||||
<tr class="cursor-pointer border-t border-gray-100 transition-colors hover:bg-gray-50 dark:border-gray-700 dark:hover:bg-gray-700/40"
|
||||
onclick={() => (window.location.href = `/companies/${data.company.id}/expenses/${expense.id}`)}>
|
||||
<td class="px-4 py-3 font-medium text-gray-900 dark:text-white">{expense.title}</td>
|
||||
<td class="px-4 py-3 text-gray-500 dark:text-gray-400">{expense.categoryName ?? '—'}</td>
|
||||
<td class="px-4 py-3 dark:text-white">{formatCurrency(expense.amount, expense.currency)}</td>
|
||||
|
||||
Reference in New Issue
Block a user