Convert report amounts to base currency; add expense void action

Reports: all three aggregations (byCategory, byProject, byMonth)
left-join companyAccounts and multiply expense amounts by
fxRateToBase before summing, so USD expenses show correctly.

Expenses: new 'voided' status on expenseStatusEnum with voidedAt +
voidReason columns. Void button on the detail page (admin/manager/
accountant) requires a reason, reverses the ledger entry, and writes
an 'expense_voided' audit log entry. Status badge shows
strikethrough red.

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

src/lib/server/db/schema.ts

@@ -18,7 +18,7 @@ import {
 // ── Enums ──────────────────────────────────────────────
 
 export const companyRoleEnum = pgEnum('company_role', ['admin', 'manager', 'user', 'viewer', 'hr', 'accountant']);
-export const expenseStatusEnum = pgEnum('expense_status', ['pending', 'approved', 'rejected']);
+export const expenseStatusEnum = pgEnum('expense_status', ['pending', 'approved', 'rejected', 'voided']);
 
 // ── Users ──────────────────────────────────────────────
 
@@ -151,6 +151,8 @@ export const expenses = pgTable(
 		invoiceFileName: text('invoice_file_name'),
 		paperlessUrl: text('paperless_url'),
 		paperlessDocumentId: integer('paperless_document_id'),
+		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()
 	},
@@ -1299,6 +1301,7 @@ export const companyLogEventEnum = pgEnum('company_log_event', [
 	'invoice_voided',
 	'expense_invoice_uploaded',
 	'expense_updated',
+	'expense_voided',
 	'sale_created',
 	'sale_confirmed',
 	'sale_voided',

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

@@ -59,6 +59,8 @@ export const load: PageServerLoad = async ({ locals, params, parent }) => {
 			invoiceFileUrl: expenses.invoiceFileUrl,
 			invoiceFileName: expenses.invoiceFileName,
 			paperlessUrl: expenses.paperlessUrl,
+			voidedAt: expenses.voidedAt,
+			voidReason: expenses.voidReason,
 			submitterName: users.displayName,
 			submitterEmail: users.email
 		})
@@ -390,6 +392,47 @@ export const actions: Actions = {
 		return { success: true, action: 'linkPackage' };
 	},
 
+	voidExpense: async ({ request, locals, params }) => {
+		const { user } = await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
+		const fd = await request.formData();
+		const reason = fd.get('reason')?.toString().trim();
+		if (!reason) return fail(400, { action: 'voidExpense', error: 'Void reason is required' });
+
+		const [existing] = await db
+			.select({ id: expenses.id, title: expenses.title, status: expenses.status })
+			.from(expenses)
+			.innerJoin(projects, eq(expenses.projectId, projects.id))
+			.where(and(eq(expenses.id, params.expenseId), eq(projects.companyId, params.companyId)))
+			.limit(1);
+		if (!existing) return fail(404, { error: 'Expense not found' });
+		if (existing.status === 'voided') return fail(400, { error: 'Expense is already voided' });
+
+		await db.transaction(async (tx) => {
+			await tx
+				.update(expenses)
+				.set({
+					status: 'voided',
+					voidedAt: new Date(),
+					voidReason: reason,
+					updatedAt: new Date()
+				})
+				.where(eq(expenses.id, params.expenseId));
+
+			// Reverse any ledger post for this expense
+			await removeExpenseTransaction(params.expenseId, tx);
+		});
+
+		await logCompanyEvent(
+			params.companyId,
+			user.id,
+			'expense_voided',
+			`Expense "${existing.title}" voided: ${reason}`,
+			{ expenseId: params.expenseId, reason, previousStatus: existing.status }
+		);
+
+		return { success: true, action: 'voidExpense' };
+	},
+
 	unlinkPackage: async ({ request, locals, params }) => {
 		await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
 		const fd = await request.formData();

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

@@ -15,9 +15,13 @@
 	const STATUS_BADGE: Record<string, string> = {
 		pending: 'bg-amber-100 text-amber-700 dark:bg-amber-900/40 dark:text-amber-300',
 		approved: 'bg-green-100 text-green-700 dark:bg-green-900/40 dark:text-green-300',
-		rejected: 'bg-red-100 text-red-700 dark:bg-red-900/40 dark:text-red-300'
+		rejected: 'bg-red-100 text-red-700 dark:bg-red-900/40 dark:text-red-300',
+		voided: 'bg-red-200 text-red-800 line-through dark:bg-red-900/50 dark:text-red-300'
 	};
 
+	let showVoidForm = $state(false);
+	const canVoid = $derived(canManage && data.expense.status !== 'voided');
+
 	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';
 	const labelCls = 'mb-1 block text-sm font-medium text-gray-700 dark:text-gray-300';
 </script>
@@ -41,10 +45,18 @@
 				</div>
 			</div>
 			{#if canManage && !editing}
+				<div class="flex gap-2">
 					<button type="button" onclick={() => (editing = true)}
 						class="rounded-md bg-blue-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-blue-700">
 						Edit
 					</button>
+					{#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
+						</button>
+					{/if}
+				</div>
 			{/if}
 		</div>
 	</header>
@@ -53,6 +65,35 @@
 		<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>
 	{/if}
 
+	{#if data.expense.status === 'voided' && data.expense.voidReason}
+		<div class="rounded-md border border-red-200 bg-red-50 p-3 dark:border-red-700 dark:bg-red-900/20">
+			<span class="text-sm font-medium text-red-700 dark:text-red-300">Voided:</span>
+			<span class="text-sm text-red-600 dark:text-red-400">{data.expense.voidReason}</span>
+		</div>
+	{/if}
+
+	{#if showVoidForm && canVoid}
+		<form method="POST" action="?/voidExpense"
+			use:enhance={() => async ({ result, update }) => {
+				await update({ reset: false });
+				if (result.type === 'success') showVoidForm = false;
+			}}
+			class="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 this expense? This reverses any ledger entry. Cannot be undone.
+			</p>
+			<label for="void-reason" class={labelCls}>Reason <span class="text-red-500">*</span></label>
+			<textarea id="void-reason" name="reason" rows="2" required
+				placeholder="e.g. Duplicate, wrong supplier, incorrect amount"
+				class={inputCls}></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 editing && canManage}
 		<form method="POST" action="?/updateExpense"
 			use:enhance={() => async ({ result, update }) => {

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

@@ -1,6 +1,6 @@
 import type { PageServerLoad } from './$types';
 import { db } from '$lib/server/db/index.js';
-import { expenses, projects, categories } from '$lib/server/db/schema.js';
+import { expenses, projects, categories, companyAccounts } from '$lib/server/db/schema.js';
 import { eq, and, sql, gte, lte } from 'drizzle-orm';
 
 export const load: PageServerLoad = async ({ parent, params, url }) => {
@@ -9,16 +9,20 @@ export const load: PageServerLoad = async ({ parent, params, url }) => {
 	const from = url.searchParams.get('from') || new Date(new Date().getFullYear(), 0, 1).toISOString().split('T')[0];
 	const to = url.searchParams.get('to') || new Date().toISOString().split('T')[0];
 
+	// All amounts converted to company base currency via account FX rate.
+	const convertedAmount = sql<string>`${expenses.amount} * coalesce(${companyAccounts.fxRateToBase}, 1)`;
+
 	// Spending by category
 	const byCategory = await db
 		.select({
 			categoryName: sql<string>`coalesce(${categories.name}, 'Uncategorized')`,
 			categoryColor: sql<string>`coalesce(${categories.color}, '#9CA3AF')`,
-			total: sql<string>`sum(${expenses.amount})`
+			total: sql<string>`sum(${convertedAmount})::text`
 		})
 		.from(expenses)
 		.innerJoin(projects, eq(expenses.projectId, projects.id))
 		.leftJoin(categories, eq(expenses.categoryId, categories.id))
+		.leftJoin(companyAccounts, eq(expenses.accountId, companyAccounts.id))
 		.where(
 			and(
 				eq(projects.companyId, params.companyId),
@@ -34,10 +38,11 @@ export const load: PageServerLoad = async ({ parent, params, url }) => {
 		.select({
 			projectName: projects.name,
 			allocated: projects.allocatedBudget,
-			spent: sql<string>`sum(${expenses.amount})`
+			spent: sql<string>`sum(${convertedAmount})::text`
 		})
 		.from(expenses)
 		.innerJoin(projects, eq(expenses.projectId, projects.id))
+		.leftJoin(companyAccounts, eq(expenses.accountId, companyAccounts.id))
 		.where(
 			and(
 				eq(projects.companyId, params.companyId),
@@ -52,10 +57,11 @@ export const load: PageServerLoad = async ({ parent, params, url }) => {
 	const byMonth = await db
 		.select({
 			month: sql<string>`to_char(${expenses.expenseDate}::date, 'YYYY-MM')`,
-			total: sql<string>`sum(${expenses.amount})`
+			total: sql<string>`sum(${convertedAmount})::text`
 		})
 		.from(expenses)
 		.innerJoin(projects, eq(expenses.projectId, projects.id))
+		.leftJoin(companyAccounts, eq(expenses.accountId, companyAccounts.id))
 		.where(
 			and(
 				eq(projects.companyId, params.companyId),