Add invoice void with ledger reversal, required reason, and voided badge

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

src/lib/server/db/schema.ts

@@ -432,7 +432,8 @@ export const invoiceStatusEnum = pgEnum('invoice_status', [
 	'sent',
 	'paid',
 	'overdue',
-	'cancelled'
+	'cancelled',
+	'voided'
 ]);
 
 export const invoices = pgTable(
@@ -460,6 +461,8 @@ export const invoices = pgTable(
 		}),
 		notes: text('notes'),
 		pdfPath: text('pdf_path'),
+		voidedAt: timestamp('voided_at', { withTimezone: true }),
+		voidReason: text('void_reason'),
 		createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
 		updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow()
 	},
@@ -1199,6 +1202,7 @@ export const companyLogEventEnum = pgEnum('company_log_event', [
 	'invoice_created',
 	'invoice_sent',
 	'invoice_paid',
+	'invoice_voided',
 	'integration_connected',
 	'integration_disconnected',
 	'transaction_matched',

src/routes/(app)/companies/[companyId]/invoices/[invoiceId]/+page.server.ts

@@ -34,6 +34,8 @@ export const load: PageServerLoad = async ({ locals, params }) => {
 			total: invoices.total,
 			currency: invoices.currency,
 			notes: invoices.notes,
+			voidedAt: invoices.voidedAt,
+			voidReason: invoices.voidReason,
 			expenseId: invoices.expenseId,
 			paymentAccountId: invoices.paymentAccountId,
 			createdAt: invoices.createdAt,
@@ -173,6 +175,52 @@ export const actions: Actions = {
 		return { success: true };
 	},
 
+	voidInvoice: async ({ request, locals, params }) => {
+		const { user } = await requireCompanyRoleAny(locals, params.companyId, [
+			'admin',
+			'accountant'
+		]);
+		const fd = await request.formData();
+		const reason = fd.get('reason')?.toString().trim();
+
+		if (!reason) return fail(400, { error: 'Void reason is required' });
+
+		const [inv] = await db
+			.select({ invoiceNumber: invoices.invoiceNumber, status: invoices.status })
+			.from(invoices)
+			.where(and(eq(invoices.id, params.invoiceId), eq(invoices.companyId, params.companyId)))
+			.limit(1);
+
+		if (!inv) return fail(404, { error: 'Invoice not found' });
+		if (inv.status === 'voided') return fail(400, { error: 'Invoice is already voided' });
+
+		await db.transaction(async (tx) => {
+			await tx
+				.update(invoices)
+				.set({
+					status: 'voided',
+					voidedAt: new Date(),
+					voidReason: reason,
+					updatedAt: new Date()
+				})
+				.where(and(eq(invoices.id, params.invoiceId), eq(invoices.companyId, params.companyId)));
+
+			if (inv.status === 'paid') {
+				await removeInvoicePaymentTransaction(params.invoiceId, tx);
+			}
+		});
+
+		await logCompanyEvent(
+			params.companyId,
+			user.id,
+			'invoice_voided',
+			`Invoice ${inv.invoiceNumber} voided: ${reason}`,
+			{ invoiceId: params.invoiceId, reason }
+		);
+
+		return { success: true, voided: true };
+	},
+
 	linkExpense: async ({ request, locals, params }) => {
 		const { user } = await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager']);
 		const formData = await request.formData();

src/routes/(app)/companies/[companyId]/invoices/[invoiceId]/+page.svelte

@@ -16,7 +16,8 @@
 		sent: 'bg-blue-100 text-blue-700 dark:bg-blue-900/40 dark:text-blue-300',
 		paid: 'bg-green-100 text-green-700 dark:bg-green-900/40 dark:text-green-300',
 		overdue: 'bg-red-100 text-red-700 dark:bg-red-900/40 dark:text-red-300',
-		cancelled: 'bg-gray-100 text-gray-500 dark:bg-gray-700 dark:text-gray-500'
+		cancelled: 'bg-gray-100 text-gray-500 dark:bg-gray-700 dark:text-gray-500',
+		voided: 'bg-red-200 text-red-800 line-through dark:bg-red-900/50 dark:text-red-300'
 	};
 
 	const nextStatuses: Record<string, string[]> = {
@@ -24,9 +25,17 @@
 		sent: ['paid', 'overdue', 'cancelled'],
 		overdue: ['paid', 'cancelled'],
 		paid: [],
-		cancelled: []
+		cancelled: [],
+		voided: []
 	};
 
+	const canVoid = $derived(
+		data.companyRoles.some((r: string) => r === 'admin' || r === 'accountant') &&
+			inv.status !== 'voided' &&
+			inv.status !== 'cancelled'
+	);
+	let showVoidForm = $state(false);
+
 	let showLinkExpense = $state(false);
 	let selectedProject = $state('');
 </script>
@@ -241,8 +250,56 @@
 					class="rounded-md border border-gray-300 dark:border-gray-600 px-3 py-1.5 text-sm font-medium text-gray-700 dark:text-gray-300 hover:bg-gray-50 dark:hover:bg-gray-700">
 					Download PDF
 				</a>
+
+				{#if canVoid}
+					<button type="button" onclick={() => (showVoidForm = !showVoidForm)}
+						class="rounded-md border border-red-300 px-3 py-1.5 text-sm font-medium text-red-600 hover:bg-red-50 dark:border-red-700 dark:text-red-400 dark:hover:bg-red-900/20">
+						Void Invoice
+					</button>
+				{/if}
 			</div>
 
+			{#if showVoidForm}
+				<form method="POST" action="?/voidInvoice"
+					use:enhance={() => async ({ update }) => {
+						await update({ reset: false });
+						showVoidForm = false;
+					}}
+					class="mt-4 rounded-md border border-red-200 bg-red-50 p-4 dark:border-red-700 dark:bg-red-900/20">
+					<p class="mb-2 text-sm font-medium text-red-700 dark:text-red-300">
+						Void invoice {inv.invoiceNumber}? This will reverse any ledger entry and cannot be undone.
+					</p>
+					<label for="void-reason" class="mb-1 block text-sm font-medium text-gray-700 dark:text-gray-300">
+						Reason <span class="text-red-500">*</span>
+					</label>
+					<textarea
+						id="void-reason"
+						name="reason"
+						rows="2"
+						required
+						placeholder="e.g. Duplicate invoice, incorrect amount, wrong vendor"
+						class="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"
+					></textarea>
+					<div class="mt-2 flex justify-end gap-2">
+						<button type="button" onclick={() => (showVoidForm = false)}
+							class="rounded-md border border-gray-300 px-3 py-1.5 text-sm font-medium text-gray-700 dark:border-gray-600 dark:text-gray-200">
+							Cancel
+						</button>
+						<button type="submit"
+							class="rounded-md bg-red-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-red-700">
+							Confirm Void
+						</button>
+					</div>
+				</form>
+			{/if}
+
+			{#if inv.status === 'voided' && inv.voidReason}
+				<div class="mt-4 rounded-md border border-red-200 bg-red-50 p-3 text-sm dark:border-red-700 dark:bg-red-900/20">
+					<span class="font-medium text-red-700 dark:text-red-300">Voided:</span>
+					<span class="text-red-600 dark:text-red-400">{inv.voidReason}</span>
+				</div>
+			{/if}
+
 			<!-- Link expense (incoming only, not already linked) -->
 			{#if inv.direction === 'incoming' && !inv.expenseId}
 				<div class="mt-4 border-t border-gray-100 dark:border-gray-700 pt-4">