Derive total budget from account balances instead of manual field

Total budget is now sum(account transaction amounts) across all
non-deleted accounts. Removed the manual 'Add Budget' action and form.
Budget page is now read-only for the total; allocations still work.

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

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

@@ -1,8 +1,8 @@
 import { error } from '@sveltejs/kit';
 import type { LayoutServerLoad } from './$types';
 import { db } from '$lib/server/db/index.js';
-import { companies } from '$lib/server/db/schema.js';
+import { companies, companyAccounts, companyAccountTransactions } from '$lib/server/db/schema.js';
-import { eq, and, isNull } from 'drizzle-orm';
+import { eq, and, isNull, sql } from 'drizzle-orm';
 import { requireAuth, getCompanyRoles } from '$lib/server/authorization.js';
 import type { CompanyRole } from '$lib/types/index.js';
 
@@ -27,12 +27,26 @@ export const load: LayoutServerLoad = async ({ locals, params }) => {
 		error(403, 'Not a member of this company');
 	}
 
+	// Total budget = sum of all non-deleted account balances
+	const [balanceRow] = await db
+		.select({
+			total: sql<string>`coalesce(sum(${companyAccountTransactions.amount}), '0')::text`
+		})
+		.from(companyAccountTransactions)
+		.innerJoin(companyAccounts, eq(companyAccountTransactions.accountId, companyAccounts.id))
+		.where(
+			and(
+				eq(companyAccountTransactions.companyId, company.id),
+				isNull(companyAccounts.deletedAt)
+			)
+		);
+
 	return {
 		company: {
 			id: company.id,
 			name: company.name,
 			description: company.description,
-			totalBudget: company.totalBudget,
+			totalBudget: balanceRow?.total ?? '0',
 			currency: company.currency
 		},
 		companyRoles: roles

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

@@ -69,43 +69,6 @@ export const load: PageServerLoad = async ({ parent, params }) => {
 };
 
 export const actions: Actions = {
-	addBudget: async ({ request, locals, params }) => {
-		const { user } = await requireCompanyRole(locals, params.companyId, 'admin');
-
-		const formData = await request.formData();
-		const amount = parseFloat(formData.get('amount')?.toString() || '0');
-
-		if (isNaN(amount) || amount <= 0) {
-			return fail(400, { error: 'Amount must be a positive number' });
-		}
-
-		// Get current budget for the log
-		const [company] = await db
-			.select({ totalBudget: companies.totalBudget, currency: companies.currency })
-			.from(companies)
-			.where(eq(companies.id, params.companyId))
-			.limit(1);
-
-		await db
-			.update(companies)
-			.set({
-				totalBudget: sql`${companies.totalBudget}::numeric + ${amount.toFixed(2)}::numeric`,
-				updatedAt: new Date()
-			})
-			.where(eq(companies.id, params.companyId));
-
-		const newTotal = parseFloat(company.totalBudget) + amount;
-		await logCompanyEvent(
-			params.companyId,
-			user.id,
-			'budget_added',
-			`Budget increased by ${formatCurrency(amount, company.currency)} (new total: ${formatCurrency(newTotal, company.currency)})`,
-			{ amount: amount.toFixed(2), previousTotal: company.totalBudget, newTotal: newTotal.toFixed(2) }
-		);
-
-		return { success: true };
-	},
-
 	allocate: async ({ request, locals, params }) => {
 		const { user } = await requireCompanyRole(locals, params.companyId, 'manager');
 

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

@@ -14,7 +14,7 @@
 	const canAllocate = $derived(data.companyRoles.includes('admin') || data.companyRoles.includes('manager'));
 	const isAdmin = $derived(data.companyRoles.includes('admin'));
 
-	let showAddBudget = $state(false);
+	// Budget total now comes from account balances — no manual add
 
 	function getEventStyle(event: string) {
 		const styles: Record<string, { icon: string; bg: string; text: string; badge: string; label: string }> = {
@@ -44,65 +44,17 @@
 </svelte:head>
 
 <div>
-	<div class="mb-4 flex items-center justify-between">
+	<div class="mb-4">
 		<h2 class="text-lg font-semibold text-gray-900 dark:text-white">Budget Allocation</h2>
-		{#if isAdmin}
+		<p class="mt-1 text-sm text-gray-500 dark:text-gray-400">
-			<button
+			Total budget reflects the sum of your account balances. Manage funds via the Accounts tab.
-				onclick={() => (showAddBudget = !showAddBudget)}
+		</p>
-				class="flex items-center gap-1 rounded-md bg-green-600 px-4 py-2 text-sm font-medium text-white hover:bg-green-700"
-			>
-				<svg class="h-4 w-4" fill="none" stroke="currentColor" viewBox="0 0 24 24">
-					<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 6v6m0 0v6m0-6h6m-6 0H6" />
-				</svg>
-				Add Budget
-			</button>
-		{/if}
 	</div>
 
 	{#if form?.error}
 		<div class="mb-4 rounded-md bg-red-50 dark:bg-red-900/30 p-3 text-sm text-red-700 dark:text-red-300">{form.error}</div>
 	{/if}
 
-	<!-- Add Budget form (admin only) -->
-	{#if showAddBudget && isAdmin}
-		<div class="mb-6 rounded-lg border-2 border-green-200 dark:border-green-700 bg-green-50 dark:bg-green-900/30 p-5">
-			<h3 class="mb-3 font-medium text-gray-900 dark:text-white">Replenish Company Budget</h3>
-			<form method="POST" action="?/addBudget" use:enhance={() => {
-				return async ({ update }) => {
-					await update();
-					showAddBudget = false;
-				};
-			}} class="flex items-end gap-3">
-				<div class="flex-1">
-					<label for="addAmount" class="mb-1 block text-sm text-gray-700 dark:text-gray-300">Amount to Add ({currency})</label>
-					<input
-						type="number"
-						id="addAmount"
-						name="amount"
-						step="0.01"
-						min="0.01"
-						required
-						placeholder="e.g. 100000"
-						class="w-full rounded-md border border-gray-300 dark:border-gray-600 dark:bg-gray-700 dark:text-white px-3 py-2 text-sm focus:border-green-500 focus:ring-1 focus:ring-green-500 focus:outline-none"
-					/>
-				</div>
-				<button
-					type="submit"
-					class="rounded-md bg-green-600 px-4 py-2 text-sm font-medium text-white hover:bg-green-700"
-				>
-					Add to Budget
-				</button>
-				<button
-					type="button"
-					onclick={() => (showAddBudget = false)}
-					class="rounded-md px-4 py-2 text-sm text-gray-600 dark:text-gray-400 hover:bg-gray-100 dark:hover:bg-gray-700"
-				>
-					Cancel
-				</button>
-			</form>
-		</div>
-	{/if}
-
 	<!-- Summary -->
 	<div class="mb-6 grid gap-4 sm:grid-cols-4">
 		<!-- Remaining — hero card -->