Add Documents tab and include document metadata in financial export

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

src/lib/server/export/financial.ts

@@ -21,7 +21,9 @@ import {
 	users,
 	companyBankAccounts,
 	companyCards,
-	companyAddresses
+	companyAddresses,
+	companyDocuments,
+	companyDocumentVersions
 } from '../db/schema.js';
 import { csvBuild } from '$lib/utils/csv.js';
 import { CARRIER_LABELS } from '../shipping/index.js';
@@ -74,6 +76,7 @@ export async function buildFinancialExport(
 			`  company_bank_accounts.csv   — company bank accounts`,
 			`  company_cards.csv           — company credit/debit cards (last 4 only)`,
 			`  company_addresses.csv       — legal/shipping/billing/other addresses`,
+			`  company_documents.csv       — uploaded document metadata (files not bundled)`,
 			`  projects.csv                — all projects (active + inactive)`,
 			`  parties.csv                 — all customers/suppliers (incl. archived; see deletedAt)`,
 			`  employees.csv               — all employees (incl. terminated/archived)`,
@@ -210,6 +213,77 @@ export async function buildFinancialExport(
 		zip.file('company_addresses.csv', withBom(csvBuild(rows)));
 	}
 
+	// ── company_documents.csv ──────────────────────────
+	{
+		const docRows = await db
+			.select()
+			.from(companyDocuments)
+			.where(eq(companyDocuments.companyId, companyId))
+			.orderBy(asc(companyDocuments.category), asc(companyDocuments.title));
+
+		// Latest version per document (joined)
+		const latestByDoc = new Map<
+			string,
+			{
+				versionNumber: number;
+				fileName: string;
+				mimeType: string;
+				sizeBytes: number;
+				uploadedBy: string | null;
+				uploadedAt: Date;
+			}
+		>();
+		if (docRows.length > 0) {
+			const versionRows = await db
+				.select({
+					documentId: companyDocumentVersions.documentId,
+					versionNumber: companyDocumentVersions.versionNumber,
+					fileName: companyDocumentVersions.fileName,
+					mimeType: companyDocumentVersions.mimeType,
+					sizeBytes: companyDocumentVersions.sizeBytes,
+					uploadedBy: companyDocumentVersions.uploadedBy,
+					uploadedAt: companyDocumentVersions.uploadedAt
+				})
+				.from(companyDocumentVersions)
+				.where(
+					inArray(
+						companyDocumentVersions.documentId,
+						docRows.map((d) => d.id)
+					)
+				);
+			for (const v of versionRows) {
+				const existing = latestByDoc.get(v.documentId);
+				if (!existing || v.versionNumber > existing.versionNumber) {
+					latestByDoc.set(v.documentId, v);
+				}
+			}
+		}
+
+		const rows: unknown[][] = [
+			[
+				'id', 'category', 'customLabel', 'title', 'description', 'expiresAt',
+				'currentVersion', 'currentFilename', 'currentSizeBytes', 'currentMimeType',
+				'uploadedBy', 'uploadedAt', 'deletedAt', 'createdAt', 'updatedAt'
+			]
+		];
+		for (const d of docRows) {
+			const latest = latestByDoc.get(d.id);
+			rows.push([
+				d.id, d.category, d.customLabel ?? '', d.title, d.description ?? '',
+				d.expiresAt ?? '',
+				latest?.versionNumber ?? '',
+				latest?.fileName ?? '',
+				latest?.sizeBytes ?? '',
+				latest?.mimeType ?? '',
+				latest?.uploadedBy ?? '',
+				latest?.uploadedAt.toISOString() ?? '',
+				d.deletedAt ? d.deletedAt.toISOString() : '',
+				d.createdAt.toISOString(), d.updatedAt.toISOString()
+			]);
+		}
+		zip.file('company_documents.csv', withBom(csvBuild(rows)));
+	}
+
 	// ── projects.csv ────────────────────────────────────
 	const projectRows = await db
 		.select()

src/routes/(app)/companies/[companyId]/+layout.svelte

@@ -33,7 +33,10 @@
 				]
 			: []),
 		...(data.companyRoles.some((r) => r === 'admin' || r === 'manager' || r === 'accountant')
-			? [{ href: `/companies/${data.company.id}/profile`, label: 'Profile' }]
+			? [
+					{ href: `/companies/${data.company.id}/profile`, label: 'Profile' },
+					{ href: `/companies/${data.company.id}/documents`, label: 'Documents' }
+				]
 			: []),
 		...(data.companyRoles.includes('admin') || data.companyRoles.includes('accountant')
 			? [{ href: `/companies/${data.company.id}/export`, label: 'Export' }]