Convert per-project spent to base currency via account FX rate
Both the overview and budget page queries now multiply each approved expense amount by its account's fxRateToBase before summing. A -$434 USD expense on a USD account (rate 34.5) now contributes -14,973 THB to the total, not -434. Expenses with no account fall back to rate 1. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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@@ -1,23 +1,30 @@
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import type { PageServerLoad } from './$types';
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import { db } from '$lib/server/db/index.js';
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import { projects, expenses, sales, saleLineItems } from '$lib/server/db/schema.js';
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import {
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projects,
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expenses,
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sales,
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saleLineItems,
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companyAccounts
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} from '$lib/server/db/schema.js';
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import { eq, and, sql } from 'drizzle-orm';
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export const load: PageServerLoad = async ({ parent }) => {
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const { company } = await parent();
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// Get projects with spent amounts
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// Get projects with spent amounts (converted to base currency via each expense's account fx rate)
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const projectList = await db
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.select({
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id: projects.id,
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name: projects.name,
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allocatedBudget: projects.allocatedBudget,
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isActive: projects.isActive,
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spent: sql<string>`coalesce(sum(case when ${expenses.status} = 'approved' then ${expenses.amount} else 0 end), 0)`,
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spent: sql<string>`coalesce(sum(case when ${expenses.status} = 'approved' then ${expenses.amount} * coalesce(${companyAccounts.fxRateToBase}, 1) else 0 end), 0)::text`,
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pendingCount: sql<number>`count(case when ${expenses.status} = 'pending' then 1 end)::int`
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})
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.from(projects)
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.leftJoin(expenses, eq(expenses.projectId, projects.id))
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.leftJoin(companyAccounts, eq(expenses.accountId, companyAccounts.id))
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.where(eq(projects.companyId, company.id))
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.groupBy(projects.id)
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.orderBy(projects.name);
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@@ -9,7 +9,8 @@ import {
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expenses,
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companyLog,
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sales,
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saleLineItems
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saleLineItems,
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companyAccounts
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} from '$lib/server/db/schema.js';
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import { and, eq, sql } from 'drizzle-orm';
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import { requireCompanyRole } from '$lib/server/authorization.js';
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@@ -24,10 +25,11 @@ export const load: PageServerLoad = async ({ parent, params }) => {
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id: projects.id,
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name: projects.name,
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allocatedBudget: projects.allocatedBudget,
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spent: sql<string>`coalesce(sum(case when ${expenses.status} = 'approved' then ${expenses.amount} else 0 end), 0)`
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spent: sql<string>`coalesce(sum(case when ${expenses.status} = 'approved' then ${expenses.amount} * coalesce(${companyAccounts.fxRateToBase}, 1) else 0 end), 0)::text`
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})
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.from(projects)
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.leftJoin(expenses, eq(expenses.projectId, projects.id))
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.leftJoin(companyAccounts, eq(expenses.accountId, companyAccounts.id))
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.where(eq(projects.companyId, params.companyId))
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.groupBy(projects.id)
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.orderBy(projects.name);
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