Add Sales tab to primary company nav (admin/manager/accountant)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add confirmed-sales income to budget and overview
2026-04-20 12:49:20 +07:00 · 2026-04-20 12:48:06 +07:00 · 2026-04-20 12:46:05 +07:00 · 2026-04-20 11:56:39 +07:00 · 2026-04-20 11:54:13 +07:00 · 2026-04-20 11:51:18 +07:00
14 changed files with 1448 additions and 8 deletions
@@ -21,3 +21,7 @@ BODY_SIZE_LIMIT=26214400

 # Company Links favicon fetching (set false to disable outbound fetches in offline dev)
 FAVICON_FETCH_ENABLED=true
+
+# Paperless-ngx integration (optional — leave blank to disable)
+PAPERLESS_URL=
+PAPERLESS_TOKEN=
@@ -146,6 +146,11 @@ export const expenses = pgTable(
 		status: expenseStatusEnum('status').notNull().default('pending'),
 		reviewedAt: timestamp('reviewed_at', { withTimezone: true }),
 		rejectionReason: text('rejection_reason'),
+		// Supplier invoice attachment
+		invoiceFileUrl: text('invoice_file_url'),
+		invoiceFileName: text('invoice_file_name'),
+		paperlessUrl: text('paperless_url'),
+		paperlessDocumentId: integer('paperless_document_id'),
 		createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
 		updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow()
 	},
@@ -156,6 +161,22 @@ export const expenses = pgTable(
 	]
 );

+// ── Expense ↔ Packages junction ────────────────────────
+
+export const expensePackages = pgTable(
+	'expense_packages',
+	{
+		expenseId: uuid('expense_id')
+			.notNull()
+			.references(() => expenses.id, { onDelete: 'cascade' }),
+		packageId: uuid('package_id')
+			.notNull()
+			.references((): any => packages.id, { onDelete: 'cascade' }),
+		createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow()
+	},
+	(table) => [primaryKey({ columns: [table.expenseId, table.packageId] })]
+);
+
 // ── Tags ───────────────────────────────────────────────

 export const tags = pgTable(
@@ -1145,6 +1166,74 @@ export const procedureInstanceSteps = pgTable(
 	]
 );

+// ── Sales / Income ─────────────────────────────────────
+
+export const saleStatusEnum = pgEnum('sale_status', ['draft', 'confirmed', 'voided']);
+
+export const sales = pgTable(
+	'sales',
+	{
+		id: uuid('id').primaryKey().defaultRandom(),
+		companyId: uuid('company_id')
+			.notNull()
+			.references(() => companies.id, { onDelete: 'cascade' }),
+		projectId: uuid('project_id').references(() => projects.id, { onDelete: 'set null' }),
+		partyId: uuid('party_id').references(() => parties.id, { onDelete: 'set null' }),
+		invoiceId: uuid('invoice_id').references((): any => invoices.id, { onDelete: 'set null' }),
+		title: text('title').notNull(),
+		saleDate: date('sale_date').notNull(),
+		currency: text('currency').notNull().default('THB'),
+		withholdingTaxRate: numeric('withholding_tax_rate', { precision: 5, scale: 4 })
+			.notNull()
+			.default('0'),
+		notes: text('notes'),
+		status: saleStatusEnum('status').notNull().default('draft'),
+		voidedAt: timestamp('voided_at', { withTimezone: true }),
+		voidReason: text('void_reason'),
+		createdBy: text('created_by').references(() => users.id, { onDelete: 'set null' }),
+		deletedAt: timestamp('deleted_at', { withTimezone: true }),
+		createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow(),
+		updatedAt: timestamp('updated_at', { withTimezone: true }).notNull().defaultNow()
+	},
+	(table) => [
+		index('sales_company_status_idx').on(table.companyId, table.status),
+		index('sales_project_idx').on(table.projectId),
+		index('sales_date_idx').on(table.saleDate)
+	]
+);
+
+export const saleLineItems = pgTable(
+	'sale_line_items',
+	{
+		id: uuid('id').primaryKey().defaultRandom(),
+		saleId: uuid('sale_id')
+			.notNull()
+			.references(() => sales.id, { onDelete: 'cascade' }),
+		productName: text('product_name').notNull(),
+		description: text('description'),
+		quantity: numeric('quantity', { precision: 15, scale: 4 }).notNull().default('1'),
+		unitPrice: numeric('unit_price', { precision: 15, scale: 2 }).notNull(),
+		taxRate: numeric('tax_rate', { precision: 5, scale: 4 }).notNull().default('0'),
+		sortOrder: integer('sort_order').notNull().default(0),
+		createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow()
+	},
+	(table) => [index('sale_line_items_sale_idx').on(table.saleId, table.sortOrder)]
+);
+
+export const salePackages = pgTable(
+	'sale_packages',
+	{
+		saleId: uuid('sale_id')
+			.notNull()
+			.references(() => sales.id, { onDelete: 'cascade' }),
+		packageId: uuid('package_id')
+			.notNull()
+			.references(() => packages.id, { onDelete: 'cascade' }),
+		createdAt: timestamp('created_at', { withTimezone: true }).notNull().defaultNow()
+	},
+	(table) => [primaryKey({ columns: [table.saleId, table.packageId] })]
+);
+
 export const companyAddresses = pgTable(
 	'company_addresses',
 	{
@@ -1208,6 +1297,10 @@ export const companyLogEventEnum = pgEnum('company_log_event', [
 	'invoice_sent',
 	'invoice_paid',
 	'invoice_voided',
+	'expense_invoice_uploaded',
+	'sale_created',
+	'sale_confirmed',
+	'sale_voided',
 	'integration_connected',
 	'integration_disconnected',
 	'transaction_matched',
@@ -0,0 +1,59 @@
+import { env } from '$env/dynamic/private';
+
+const FETCH_TIMEOUT_MS = 20_000;
+
+export function isPaperlessEnabled(): boolean {
+	return Boolean(env.PAPERLESS_URL && env.PAPERLESS_TOKEN);
+}
+
+function baseUrl(): string {
+	const raw = (env.PAPERLESS_URL ?? '').trim();
+	return raw.endsWith('/') ? raw.slice(0, -1) : raw;
+}
+
+/**
+ * Upload a File blob to Paperless-ngx.
+ * Returns the task ID string if accepted; null on failure or if disabled.
+ *
+ * Paperless accepts multipart/form-data at /api/documents/post_document/
+ * and returns a task UUID (string) — the doc ID itself is assigned asynchronously
+ * after OCR. Callers can store the task ID as a reference.
+ */
+export async function uploadToPaperless(
+	file: File,
+	title?: string
+): Promise<{ taskId: string } | null> {
+	if (!isPaperlessEnabled()) return null;
+
+	const controller = new AbortController();
+	const timer = setTimeout(() => controller.abort(), FETCH_TIMEOUT_MS);
+
+	try {
+		const form = new FormData();
+		form.append('document', file, file.name);
+		if (title) form.append('title', title);
+
+		const res = await fetch(`${baseUrl()}/api/documents/post_document/`, {
+			method: 'POST',
+			signal: controller.signal,
+			headers: {
+				Authorization: `Token ${env.PAPERLESS_TOKEN}`
+			},
+			body: form
+		});
+
+		if (!res.ok) {
+			console.error('[paperless] upload failed', res.status, await res.text().catch(() => ''));
+			return null;
+		}
+
+		// Paperless returns a quoted task-id string in the body.
+		const raw = (await res.text()).trim().replace(/^"|"$/g, '');
+		return { taskId: raw };
+	} catch (err) {
+		console.error('[paperless] upload error', err);
+		return null;
+	} finally {
+		clearTimeout(timer);
+	}
+}
@@ -31,6 +31,7 @@
 			{ href: `${baseUrl}/accounts`, label: 'Accounts', show: has(['admin', 'manager', 'accountant']) },
 			{ href: `${baseUrl}/projects`, label: 'Projects', show: true },
 			{ href: `${baseUrl}/expenses`, label: 'Expenses', show: true },
+			{ href: `${baseUrl}/sales`, label: 'Sales', show: has(['admin', 'manager', 'accountant']) },
 			{ href: `${baseUrl}/bills`, label: 'Bills', show: has(['admin', 'manager', 'accountant']) },
 			{ href: `${baseUrl}/invoices`, label: 'Invoices', show: has(['admin', 'manager']) },
 			{ href: `${baseUrl}/budget`, label: 'Budget', show: true },
@@ -1,6 +1,6 @@
 import type { PageServerLoad } from './$types';
 import { db } from '$lib/server/db/index.js';
-import { projects, expenses } from '$lib/server/db/schema.js';
+import { projects, expenses, sales, saleLineItems } from '$lib/server/db/schema.js';
 import { eq, and, sql } from 'drizzle-orm';

 export const load: PageServerLoad = async ({ parent }) => {
@@ -38,5 +38,20 @@ export const load: PageServerLoad = async ({ parent }) => {
 		.orderBy(sql`${expenses.createdAt} desc`)
 		.limit(10);

-	return { projects: projectList, recentExpenses };
+	// Total confirmed sales income (net of withholding)
+	const [incomeRow] = await db
+		.select({
+			total: sql<string>`coalesce(sum(
+				(select sum(${saleLineItems.quantity} * ${saleLineItems.unitPrice} * (1 + ${saleLineItems.taxRate})) from sale_line_items where sale_id = ${sales.id})
+				* (1 - ${sales.withholdingTaxRate})
+			), '0')::text`
+		})
+		.from(sales)
+		.where(and(eq(sales.companyId, company.id), eq(sales.status, 'confirmed')));
+
+	return {
+		projects: projectList,
+		recentExpenses,
+		totalIncome: incomeRow?.total ?? '0'
+	};
 };
@@ -8,6 +8,7 @@
 	const allocated = $derived(data.projects.reduce((s, p) => s + parseFloat(p.allocatedBudget), 0));
 	const spent = $derived(data.projects.reduce((s, p) => s + parseFloat(p.spent), 0));
 	const total = $derived(parseFloat(data.company.totalBudget));
+	const income = $derived(parseFloat(data.totalIncome ?? '0'));
 	const remaining = $derived(total - spent);
 	const remainingPct = $derived(total > 0 ? (remaining / total) * 100 : 0);

@@ -88,6 +89,16 @@
 				{total > 0 ? ((allocated / total) * 100).toFixed(1) : '0'}% of total
 			</p>
 		</div>
+
+		<div class="rounded-lg border border-emerald-300 bg-white p-4 dark:border-emerald-700 dark:bg-gray-800 lg:col-span-4">
+			<p class="text-xs font-semibold uppercase tracking-wider text-emerald-500 dark:text-emerald-400">
+				Income (from confirmed sales)
+			</p>
+			<p class="mt-1 text-2xl font-bold text-emerald-700 dark:text-emerald-400">
+				{formatCurrency(income, currency)}
+			</p>
+			<p class="mt-1 text-xs text-gray-500 dark:text-gray-400">Net of withholding tax</p>
+		</div>
 	</div>

 	<div class="grid gap-6 lg:grid-cols-2">
@@ -7,7 +7,9 @@ import {
 	companies,
 	users,
 	expenses,
-	companyLog
+	companyLog,
+	sales,
+	saleLineItems
 } from '$lib/server/db/schema.js';
 import { and, eq, sql } from 'drizzle-orm';
 import { requireCompanyRole } from '$lib/server/authorization.js';
@@ -17,7 +19,7 @@ import { formatCurrency } from '$lib/utils/currency.js';
 export const load: PageServerLoad = async ({ parent, params }) => {
 	const { company } = await parent();

-	const projectList = await db
+	const projectListRaw = await db
 		.select({
 			id: projects.id,
 			name: projects.name,
@@ -30,6 +32,36 @@ export const load: PageServerLoad = async ({ parent, params }) => {
 		.groupBy(projects.id)
 		.orderBy(projects.name);

+	// Income per project from confirmed sales (gross - withholding = net receivable)
+	const incomeRows = await db
+		.select({
+			projectId: sales.projectId,
+			income: sql<string>`coalesce(sum(
+				(select sum(${saleLineItems.quantity} * ${saleLineItems.unitPrice} * (1 + ${saleLineItems.taxRate})) from sale_line_items where sale_id = ${sales.id})
+				* (1 - ${sales.withholdingTaxRate})
+			), '0')::text`
+		})
+		.from(sales)
+		.where(
+			and(
+				eq(sales.companyId, params.companyId),
+				eq(sales.status, 'confirmed')
+			)
+		)
+		.groupBy(sales.projectId);
+
+	const incomeByProject = new Map<string | null, string>();
+	for (const row of incomeRows) {
+		incomeByProject.set(row.projectId, row.income);
+	}
+
+	const projectList = projectListRaw.map((p) => ({
+		...p,
+		income: incomeByProject.get(p.id) ?? '0'
+	}));
+
+	const unassignedIncome = incomeByProject.get(null) ?? '0';
+
 	const allocations = await db
 		.select({
 			id: budgetAllocations.id,
@@ -64,8 +96,17 @@ export const load: PageServerLoad = async ({ parent, params }) => {
 		.limit(100);

 	const totalAllocated = projectList.reduce((s, p) => s + parseFloat(p.allocatedBudget), 0);
+	const totalIncome =
+		projectList.reduce((s, p) => s + parseFloat(p.income), 0) + parseFloat(unassignedIncome);

-	return { projects: projectList, allocations, totalAllocated, changelog };
+	return {
+		projects: projectList,
+		allocations,
+		totalAllocated,
+		totalIncome,
+		unassignedIncome,
+		changelog
+	};
 };

 export const actions: Actions = {
@@ -8,7 +8,9 @@ import {
 	categories,
 	companyAccounts,
 	invoices,
-	parties
+	parties,
+	packages,
+	expensePackages
 } from '$lib/server/db/schema.js';
 import { asc, eq, and, ne, sql, isNull } from 'drizzle-orm';
 import { requireCompanyRole, requireCompanyRoleAny } from '$lib/server/authorization.js';
@@ -18,6 +20,8 @@ import {
 	postExpenseTransaction,
 	removeExpenseTransaction
 } from '$lib/server/accounts/ledger.js';
+import { saveCompanyFile, isAllowedMime, MAX_BYTES } from '$lib/server/uploads/index.js';
+import { uploadToPaperless, isPaperlessEnabled } from '$lib/server/paperless/index.js';

 export const load: PageServerLoad = async ({ parent, params, url }) => {
 	await parent();
@@ -43,6 +47,9 @@ export const load: PageServerLoad = async ({ parent, params, url }) => {
 			accountId: expenses.accountId,
 			accountName: companyAccounts.name,
 			invoiceId: expenses.invoiceId,
+			invoiceFileUrl: expenses.invoiceFileUrl,
+			invoiceFileName: expenses.invoiceFileName,
+			paperlessUrl: expenses.paperlessUrl,
 			createdAt: expenses.createdAt
 		})
 		.from(expenses)
@@ -110,13 +117,37 @@ export const load: PageServerLoad = async ({ parent, params, url }) => {
 		)
 		.orderBy(asc(invoices.invoiceNumber));

+	const packageList = await db
+		.select({
+			id: packages.id,
+			trackingNumber: packages.trackingNumber,
+			carrier: packages.carrier,
+			direction: packages.direction,
+			status: packages.status
+		})
+		.from(packages)
+		.where(eq(packages.companyId, params.companyId))
+		.orderBy(sql`${packages.createdAt} desc`);
+
+	const expensePackageLinks = await db
+		.select({
+			expenseId: expensePackages.expenseId,
+			packageId: expensePackages.packageId
+		})
+		.from(expensePackages)
+		.innerJoin(expenses, eq(expensePackages.expenseId, expenses.id))
+		.innerJoin(projects, eq(expenses.projectId, projects.id))
+		.where(eq(projects.companyId, params.companyId));
+
 	return {
 		expenses: expenseList,
 		statusFilter: status,
 		accounts: accountsList,
 		projects: projectList,
 		categories: categoryList,
-		invoices: invoiceList
+		invoices: invoiceList,
+		packages: packageList,
+		expensePackageLinks
 	};
 };

@@ -365,5 +396,157 @@ export const actions: Actions = {
 			.where(eq(expenses.id, expenseId));

 		return { success: true };
+	},
+
+	uploadExpenseInvoice: async ({ request, locals, params }) => {
+		const { user } = await requireCompanyRoleAny(locals, params.companyId, [
+			'admin', 'manager', 'accountant'
+		]);
+		const fd = await request.formData();
+		const expenseId = fd.get('expenseId')?.toString();
+		const file = fd.get('file') as File | null;
+
+		if (!expenseId) return fail(400, { error: 'Expense ID required' });
+		if (!file || !(file instanceof File) || file.size === 0) {
+			return fail(400, { action: 'uploadExpenseInvoice', error: 'File is required' });
+		}
+		if (file.size > MAX_BYTES) {
+			return fail(400, {
+				action: 'uploadExpenseInvoice',
+				error: `File too large (max ${Math.round(MAX_BYTES / 1024 / 1024)} MB)`
+			});
+		}
+		const mime = file.type || 'application/octet-stream';
+		if (!isAllowedMime(mime)) {
+			return fail(400, {
+				action: 'uploadExpenseInvoice',
+				error: `File type not allowed: ${mime}`
+			});
+		}
+
+		// Verify expense belongs to this company
+		const [exp] = await db
+			.select({ id: expenses.id, title: expenses.title })
+			.from(expenses)
+			.innerJoin(projects, eq(expenses.projectId, projects.id))
+			.where(and(eq(expenses.id, expenseId), eq(projects.companyId, params.companyId)))
+			.limit(1);
+		if (!exp) return fail(404, { error: 'Expense not found' });
+
+		let saved;
+		try {
+			saved = await saveCompanyFile(params.companyId, file);
+		} catch (err) {
+			console.error('saveCompanyFile failed', err);
+			return fail(500, { action: 'uploadExpenseInvoice', error: 'Failed to save file' });
+		}
+
+		// Fire-and-forget Paperless push if configured
+		let paperlessTaskId: string | null = null;
+		if (isPaperlessEnabled()) {
+			const paperlessResult = await uploadToPaperless(file, exp.title);
+			paperlessTaskId = paperlessResult?.taskId ?? null;
+		}
+
+		await db
+			.update(expenses)
+			.set({
+				invoiceFileUrl: saved.storedPath,
+				invoiceFileName: file.name,
+				updatedAt: new Date()
+			})
+			.where(eq(expenses.id, expenseId));
+
+		await logCompanyEvent(
+			params.companyId,
+			user.id,
+			'expense_invoice_uploaded',
+			`Invoice attached to expense "${exp.title}"`,
+			{ expenseId, fileName: file.name, paperlessTaskId }
+		);
+
+		return { success: true, action: 'uploadExpenseInvoice' };
+	},
+
+	linkPackage: async ({ request, locals, params }) => {
+		await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
+		const fd = await request.formData();
+		const expenseId = fd.get('expenseId')?.toString();
+		const packageId = fd.get('packageId')?.toString();
+
+		if (!expenseId || !packageId) return fail(400, { error: 'Expense and package IDs required' });
+
+		// Verify expense belongs to this company
+		const [exp] = await db
+			.select({ id: expenses.id })
+			.from(expenses)
+			.innerJoin(projects, eq(expenses.projectId, projects.id))
+			.where(and(eq(expenses.id, expenseId), eq(projects.companyId, params.companyId)))
+			.limit(1);
+		if (!exp) return fail(404, { error: 'Expense not found' });
+
+		// Verify package belongs to this company
+		const [pkg] = await db
+			.select({ id: packages.id })
+			.from(packages)
+			.where(and(eq(packages.id, packageId), eq(packages.companyId, params.companyId)))
+			.limit(1);
+		if (!pkg) return fail(404, { error: 'Package not found' });
+
+		await db
+			.insert(expensePackages)
+			.values({ expenseId, packageId })
+			.onConflictDoNothing();
+
+		return { success: true, action: 'linkPackage' };
+	},
+
+	unlinkPackage: async ({ request, locals, params }) => {
+		await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
+		const fd = await request.formData();
+		const expenseId = fd.get('expenseId')?.toString();
+		const packageId = fd.get('packageId')?.toString();
+
+		if (!expenseId || !packageId) return fail(400, { error: 'Expense and package IDs required' });
+
+		await db
+			.delete(expensePackages)
+			.where(
+				and(eq(expensePackages.expenseId, expenseId), eq(expensePackages.packageId, packageId))
+			);
+
+		return { success: true, action: 'unlinkPackage' };
+	},
+
+	setExpensePaperlessLink: async ({ request, locals, params }) => {
+		const { user } = await requireCompanyRoleAny(locals, params.companyId, [
+			'admin', 'manager', 'accountant'
+		]);
+		const fd = await request.formData();
+		const expenseId = fd.get('expenseId')?.toString();
+		const url = fd.get('paperlessUrl')?.toString().trim() || null;
+
+		if (!expenseId) return fail(400, { error: 'Expense ID required' });
+		if (url && !url.startsWith('http://') && !url.startsWith('https://')) {
+			return fail(400, {
+				action: 'setExpensePaperlessLink',
+				error: 'URL must start with http:// or https://'
+			});
+		}
+
+		const [exp] = await db
+			.select({ id: expenses.id, title: expenses.title })
+			.from(expenses)
+			.innerJoin(projects, eq(expenses.projectId, projects.id))
+			.where(and(eq(expenses.id, expenseId), eq(projects.companyId, params.companyId)))
+			.limit(1);
+		if (!exp) return fail(404, { error: 'Expense not found' });
+
+		await db
+			.update(expenses)
+			.set({ paperlessUrl: url, updatedAt: new Date() })
+			.where(eq(expenses.id, expenseId));
+
+		return { success: true, action: 'setExpensePaperlessLink' };
 	}
 };
@@ -135,7 +135,8 @@
 		</div>
 	{:else}
 		<div class="space-y-3">
-			{#each data.expenses as expense}
+			{#each data.expenses as expense (expense.id)}
+				{@const linkedPkgIds = data.expensePackageLinks.filter((l) => l.expenseId === expense.id).map((l) => l.packageId)}
 				<div class="rounded-lg border border-gray-200 dark:border-gray-700 bg-white dark:bg-gray-800 p-4">
 					<div class="flex items-start justify-between">
 						<div>
@@ -172,6 +173,44 @@
 									</p>
 								{/if}
 							{/if}
+							<p class="mt-1 flex flex-wrap items-center gap-2 text-xs">
+								{#if expense.invoiceFileUrl}
+									<a
+										href={`/companies/${data.company.id}/expenses/${expense.id}/invoice`}
+										class="rounded-full bg-emerald-100 px-2 py-0.5 font-medium text-emerald-700 hover:bg-emerald-200 dark:bg-emerald-900/40 dark:text-emerald-300"
+									>
+										📄 {expense.invoiceFileName ?? 'Invoice file'}
+									</a>
+								{/if}
+								{#if expense.paperlessUrl}
+									<a
+										href={expense.paperlessUrl}
+										target="_blank"
+										rel="noopener noreferrer"
+										class="rounded-full bg-purple-100 px-2 py-0.5 font-medium text-purple-700 hover:bg-purple-200 dark:bg-purple-900/40 dark:text-purple-300"
+									>
+										🗂 Paperless
+									</a>
+								{/if}
+								{#if !expense.invoiceFileUrl && !expense.paperlessUrl}
+									<span class="rounded-full bg-amber-100 px-2 py-0.5 font-medium text-amber-700 dark:bg-amber-900/40 dark:text-amber-300">
+										Pending invoice
+									</span>
+								{/if}
+							</p>
+							{#if linkedPkgIds.length > 0}
+								<p class="mt-1 flex flex-wrap gap-1 text-xs">
+									{#each linkedPkgIds as pkgId (pkgId)}
+										{@const pkg = data.packages.find((p) => p.id === pkgId)}
+										{#if pkg}
+											<a href={`/companies/${data.company.id}/packages/${pkg.id}`}
+												class="rounded-full bg-cyan-100 px-2 py-0.5 font-medium text-cyan-700 hover:bg-cyan-200 dark:bg-cyan-900/40 dark:text-cyan-300">
+												📦 {pkg.trackingNumber}
+											</a>
+										{/if}
+									{/each}
+								</p>
+							{/if}
 						</div>
 						<div class="text-right">
 							<p class="text-lg font-semibold dark:text-white">{formatCurrency(expense.amount, expense.currency)}</p>
@@ -253,6 +292,81 @@
 							</button>
 						</form>
 					{/if}
+
+					{#if canAssignAccount && data.packages.length > 0}
+						{@const linkedPkgIds = data.expensePackageLinks.filter((l) => l.expenseId === expense.id).map((l) => l.packageId)}
+						<details class="mt-3 border-t border-gray-100 pt-3 dark:border-gray-700">
+							<summary class="text-xs font-medium text-blue-600 hover:text-blue-700 dark:text-blue-400">
+								Link packages ({linkedPkgIds.length})
+							</summary>
+							<div class="mt-2 space-y-1">
+								{#each data.packages as pkg (pkg.id)}
+									{@const isLinked = linkedPkgIds.includes(pkg.id)}
+									<form
+										method="POST"
+										action={isLinked ? '?/unlinkPackage' : '?/linkPackage'}
+										use:enhance
+										class="flex items-center gap-2 text-xs"
+									>
+										<input type="hidden" name="expenseId" value={expense.id} />
+										<input type="hidden" name="packageId" value={pkg.id} />
+										<button type="submit"
+											class="flex h-4 w-4 items-center justify-center rounded border-2 {isLinked
+												? 'border-cyan-500 bg-cyan-500 text-white'
+												: 'border-gray-300 hover:border-cyan-400 dark:border-gray-600'}">
+											{#if isLinked}✓{/if}
+										</button>
+										<span class="text-gray-700 dark:text-gray-300">
+											{pkg.trackingNumber} — {pkg.carrier} ({pkg.direction})
+										</span>
+									</form>
+								{/each}
+							</div>
+						</details>
+					{/if}
+
+					{#if canAssignAccount}
+						<details class="mt-3 border-t border-gray-100 pt-3 dark:border-gray-700">
+							<summary class="text-xs font-medium text-blue-600 hover:text-blue-700 dark:text-blue-400">
+								{expense.invoiceFileUrl || expense.paperlessUrl ? 'Manage invoice' : '+ Attach invoice'}
+							</summary>
+							<div class="mt-2 space-y-2">
+								<form
+									method="POST"
+									action="?/uploadExpenseInvoice"
+									enctype="multipart/form-data"
+									use:enhance
+									class="flex flex-wrap items-center gap-2 text-xs"
+								>
+									<input type="hidden" name="expenseId" value={expense.id} />
+									<label class="text-gray-500 dark:text-gray-400" for="inv-file-{expense.id}">File:</label>
+									<input id="inv-file-{expense.id}" name="file" type="file" accept="application/pdf,image/*" required
+										class="text-xs text-gray-700 dark:text-gray-300" />
+									<button type="submit"
+										class="rounded-md bg-blue-600 px-2 py-1 text-xs font-medium text-white hover:bg-blue-700">
+										Upload
+									</button>
+								</form>
+								<form
+									method="POST"
+									action="?/setExpensePaperlessLink"
+									use:enhance
+									class="flex flex-wrap items-center gap-2 text-xs"
+								>
+									<input type="hidden" name="expenseId" value={expense.id} />
+									<label class="text-gray-500 dark:text-gray-400" for="pless-{expense.id}">Paperless URL:</label>
+									<input id="pless-{expense.id}" name="paperlessUrl" type="url"
+										value={expense.paperlessUrl ?? ''}
+										placeholder="https://paperless.example.com/documents/123"
+										class="flex-1 rounded border border-gray-300 bg-white px-2 py-1 text-xs dark:border-gray-600 dark:bg-gray-700 dark:text-white" />
+									<button type="submit"
+										class="rounded-md border border-gray-300 bg-white px-2 py-1 text-xs font-medium text-gray-700 hover:bg-gray-50 dark:border-gray-600 dark:bg-gray-700 dark:text-gray-200">
+										Save link
+									</button>
+								</form>
+							</div>
+						</details>
+					{/if}
 				</div>
 			{/each}
 		</div>
@@ -0,0 +1,43 @@
+import { error } from '@sveltejs/kit';
+import type { RequestHandler } from './$types';
+import { db } from '$lib/server/db/index.js';
+import { expenses, projects } from '$lib/server/db/schema.js';
+import { requireCompanyRoleAny } from '$lib/server/authorization.js';
+import { readCompanyFile } from '$lib/server/uploads/index.js';
+import { and, eq } from 'drizzle-orm';
+
+export const GET: RequestHandler = async ({ locals, params }) => {
+	await requireCompanyRoleAny(locals, params.companyId, [
+		'admin', 'manager', 'user', 'accountant'
+	]);
+
+	const [row] = await db
+		.select({
+			invoiceFileUrl: expenses.invoiceFileUrl,
+			invoiceFileName: expenses.invoiceFileName
+		})
+		.from(expenses)
+		.innerJoin(projects, eq(expenses.projectId, projects.id))
+		.where(and(eq(expenses.id, params.expenseId), eq(projects.companyId, params.companyId)))
+		.limit(1);
+
+	if (!row || !row.invoiceFileUrl) error(404, 'Invoice file not found');
+
+	let buf: Buffer;
+	try {
+		buf = await readCompanyFile(row.invoiceFileUrl);
+	} catch (err) {
+		console.error('readCompanyFile failed', err);
+		error(404, 'File missing on disk');
+	}
+
+	const safeName = (row.invoiceFileName ?? 'invoice').replace(/[\r\n"\\]/g, '_');
+
+	return new Response(new Blob([buf as BlobPart]), {
+		headers: {
+			'Content-Disposition': `attachment; filename="${safeName}"`,
+			'Cache-Control': 'private, no-store',
+			'X-Content-Type-Options': 'nosniff'
+		}
+	});
+};
@@ -0,0 +1,110 @@
+import { fail, redirect } from '@sveltejs/kit';
+import type { Actions, PageServerLoad } from './$types';
+import { db } from '$lib/server/db/index.js';
+import { sales, saleLineItems, parties, projects, users } from '$lib/server/db/schema.js';
+import { requireCompanyRoleAny } from '$lib/server/authorization.js';
+import { logCompanyEvent } from '$lib/server/audit.js';
+import { and, asc, desc, eq, isNull, sql } from 'drizzle-orm';
+
+function trimOrNull(v: FormDataEntryValue | null): string | null {
+	const s = v?.toString().trim();
+	return s ? s : null;
+}
+
+export const load: PageServerLoad = async ({ locals, params, parent, url }) => {
+	await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
+	await parent();
+
+	const status = url.searchParams.get('status') ?? 'all';
+
+	const whereClauses = [eq(sales.companyId, params.companyId), isNull(sales.deletedAt)];
+	if (status !== 'all' && ['draft', 'confirmed', 'voided'].includes(status)) {
+		whereClauses.push(eq(sales.status, status as 'draft' | 'confirmed' | 'voided'));
+	}
+
+	const salesList = await db
+		.select({
+			id: sales.id,
+			title: sales.title,
+			saleDate: sales.saleDate,
+			status: sales.status,
+			currency: sales.currency,
+			projectId: sales.projectId,
+			projectName: projects.name,
+			partyId: sales.partyId,
+			partyName: parties.name,
+			withholdingTaxRate: sales.withholdingTaxRate,
+			createdByName: users.displayName,
+			createdAt: sales.createdAt,
+			grossTotal: sql<string>`coalesce((
+				select sum(${saleLineItems.quantity} * ${saleLineItems.unitPrice} * (1 + ${saleLineItems.taxRate}))::text
+				from sale_line_items
+				where sale_id = ${sales.id}
+			), '0')`
+		})
+		.from(sales)
+		.leftJoin(projects, eq(sales.projectId, projects.id))
+		.leftJoin(parties, eq(sales.partyId, parties.id))
+		.leftJoin(users, eq(sales.createdBy, users.id))
+		.where(and(...whereClauses))
+		.orderBy(desc(sales.saleDate));
+
+	const partyList = await db
+		.select({ id: parties.id, name: parties.name })
+		.from(parties)
+		.where(and(eq(parties.companyId, params.companyId), isNull(parties.deletedAt)))
+		.orderBy(asc(parties.name));
+
+	const projectList = await db
+		.select({ id: projects.id, name: projects.name })
+		.from(projects)
+		.where(and(eq(projects.companyId, params.companyId), eq(projects.isActive, true)))
+		.orderBy(asc(projects.name));
+
+	return {
+		sales: salesList,
+		statusFilter: status,
+		parties: partyList,
+		projects: projectList
+	};
+};
+
+export const actions: Actions = {
+	createSale: async ({ request, locals, params }) => {
+		const { user } = await requireCompanyRoleAny(locals, params.companyId, [
+			'admin', 'manager', 'accountant'
+		]);
+		const fd = await request.formData();
+		const title = trimOrNull(fd.get('title'));
+		const saleDate = trimOrNull(fd.get('saleDate'));
+		const projectId = trimOrNull(fd.get('projectId'));
+		const partyId = trimOrNull(fd.get('partyId'));
+		const withholdingRaw = fd.get('withholdingTaxRate')?.toString().trim();
+		const withholdingTaxRate = withholdingRaw ? Number(withholdingRaw) / 100 : 0;
+
+		if (!title) return fail(400, { action: 'createSale', error: 'Title is required' });
+		if (!saleDate) return fail(400, { action: 'createSale', error: 'Sale date is required' });
+		if (withholdingTaxRate < 0 || withholdingTaxRate > 1) {
+			return fail(400, { action: 'createSale', error: 'Withholding rate must be 0–100%' });
+		}
+
+		const [inserted] = await db
+			.insert(sales)
+			.values({
+				companyId: params.companyId,
+				title,
+				saleDate,
+				projectId,
+				partyId,
+				withholdingTaxRate: withholdingTaxRate.toFixed(4),
+				createdBy: user.id,
+				status: 'draft'
+			})
+			.returning({ id: sales.id });
+
+		await logCompanyEvent(params.companyId, user.id, 'sale_created',
+			`Sale "${title}" created`, { saleId: inserted.id });
+
+		redirect(303, `/companies/${params.companyId}/sales/${inserted.id}`);
+	}
+};
@@ -0,0 +1,142 @@
+<script lang="ts">
+	import { enhance } from '$app/forms';
+	import { formatCurrency } from '$lib/utils/currency.js';
+	import type { PageData, ActionData } from './$types';
+
+	let { data, form }: { data: PageData; form: ActionData } = $props();
+
+	let showAddForm = $state(false);
+	const todayIso = new Date().toISOString().slice(0, 10);
+
+	const STATUS_BADGE: Record<string, string> = {
+		draft: 'bg-gray-100 text-gray-600 dark:bg-gray-700 dark:text-gray-400',
+		confirmed: 'bg-green-100 text-green-700 dark:bg-green-900/40 dark:text-green-300',
+		voided: 'bg-red-200 text-red-800 line-through dark:bg-red-900/50 dark:text-red-300'
+	};
+
+	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>
+
+<svelte:head>
+	<title>Sales - {data.company.name}</title>
+</svelte:head>
+
+<div class="space-y-6">
+	<header class="flex items-start justify-between gap-4">
+		<div>
+			<h1 class="text-2xl font-bold text-gray-900 dark:text-white">Sales</h1>
+			<p class="mt-1 text-sm text-gray-500 dark:text-gray-400">
+				Revenue events. Confirmed sales contribute to project budget.
+			</p>
+		</div>
+		<button type="button" onclick={() => (showAddForm = !showAddForm)}
+			class="rounded-md bg-blue-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-blue-700">
+			{showAddForm ? 'Cancel' : '+ New Sale'}
+		</button>
+	</header>
+
+	{#if form?.error}
+		<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 showAddForm}
+		<section class="rounded-lg border border-gray-200 bg-white p-4 dark:border-gray-700 dark:bg-gray-800">
+			<form method="POST" action="?/createSale" use:enhance class="grid grid-cols-1 gap-3 md:grid-cols-2">
+				<div class="md:col-span-2">
+					<label for="sale-title" class={labelCls}>Title <span class="text-red-500">*</span></label>
+					<input id="sale-title" name="title" type="text" required class={inputCls} placeholder="e.g. 15 widgets to ABC Corp" />
+				</div>
+				<div>
+					<label for="sale-date" class={labelCls}>Sale Date <span class="text-red-500">*</span></label>
+					<input id="sale-date" name="saleDate" type="date" required value={todayIso} class={inputCls} />
+				</div>
+				<div>
+					<label for="sale-wht" class={labelCls}>Withholding Tax %</label>
+					<input id="sale-wht" name="withholdingTaxRate" type="number" step="0.01" min="0" max="100" value="0" class={inputCls} />
+				</div>
+				<div>
+					<label for="sale-project" class={labelCls}>Project</label>
+					<select id="sale-project" name="projectId" class={inputCls}>
+						<option value="">—</option>
+						{#each data.projects as p (p.id)}
+							<option value={p.id}>{p.name}</option>
+						{/each}
+					</select>
+				</div>
+				<div>
+					<label for="sale-party" class={labelCls}>Customer</label>
+					<select id="sale-party" name="partyId" class={inputCls}>
+						<option value="">—</option>
+						{#each data.parties as p (p.id)}
+							<option value={p.id}>{p.name}</option>
+						{/each}
+					</select>
+				</div>
+				<div class="md:col-span-2 flex justify-end">
+					<button type="submit" class="rounded-md bg-blue-600 px-4 py-2 text-sm font-medium text-white hover:bg-blue-700">
+						Create Draft
+					</button>
+				</div>
+			</form>
+			<p class="mt-2 text-xs text-gray-500 dark:text-gray-400">
+				After creating the sale, add line items on the detail page.
+			</p>
+		</section>
+	{/if}
+
+	<!-- Status filter -->
+	<div class="flex gap-2">
+		{#each ['all', 'draft', 'confirmed', 'voided'] as s (s)}
+			<a href="?status={s}"
+				class="rounded-full px-3 py-1 text-xs font-medium {data.statusFilter === s
+					? 'bg-gray-900 text-white dark:bg-white dark:text-gray-900'
+					: 'bg-gray-100 text-gray-600 hover:bg-gray-200 dark:bg-gray-700 dark:text-gray-400 dark:hover:bg-gray-600'}">
+				{s.charAt(0).toUpperCase() + s.slice(1)}
+			</a>
+		{/each}
+	</div>
+
+	{#if data.sales.length === 0}
+		<div class="rounded-lg border border-dashed border-gray-300 bg-white p-10 text-center dark:border-gray-700 dark:bg-gray-800">
+			<p class="text-sm text-gray-500 dark:text-gray-400">No sales yet.</p>
+		</div>
+	{:else}
+		<div class="overflow-hidden rounded-lg border border-gray-200 bg-white dark:border-gray-700 dark:bg-gray-800">
+			<table class="min-w-full divide-y divide-gray-200 text-sm dark:divide-gray-700">
+				<thead class="bg-gray-50 dark:bg-gray-700/50">
+					<tr>
+						<th class="px-4 py-3 text-left font-semibold text-gray-700 dark:text-gray-300">Title</th>
+						<th class="px-4 py-3 text-left font-semibold text-gray-700 dark:text-gray-300">Date</th>
+						<th class="px-4 py-3 text-left font-semibold text-gray-700 dark:text-gray-300">Customer</th>
+						<th class="px-4 py-3 text-right font-semibold text-gray-700 dark:text-gray-300">Gross</th>
+						<th class="px-4 py-3 text-left font-semibold text-gray-700 dark:text-gray-300">Status</th>
+					</tr>
+				</thead>
+				<tbody class="divide-y divide-gray-200 dark:divide-gray-700">
+					{#each data.sales as sale (sale.id)}
+						<tr class="cursor-pointer hover:bg-gray-50 dark:hover:bg-gray-700/40"
+							onclick={() => (window.location.href = `/companies/${data.company.id}/sales/${sale.id}`)}>
+							<td class="px-4 py-3">
+								<div class="font-medium text-gray-900 dark:text-white">{sale.title}</div>
+								{#if sale.projectName}
+									<div class="text-xs text-gray-500 dark:text-gray-400">Project: {sale.projectName}</div>
+								{/if}
+							</td>
+							<td class="px-4 py-3 text-gray-600 dark:text-gray-300">{sale.saleDate}</td>
+							<td class="px-4 py-3 text-gray-600 dark:text-gray-300">{sale.partyName ?? '—'}</td>
+							<td class="px-4 py-3 text-right font-medium text-gray-900 dark:text-white">
+								{formatCurrency(sale.grossTotal, sale.currency)}
+							</td>
+							<td class="px-4 py-3">
+								<span class="rounded-full px-2 py-0.5 text-xs font-medium {STATUS_BADGE[sale.status]}">
+									{sale.status}
+								</span>
+							</td>
+						</tr>
+					{/each}
+				</tbody>
+			</table>
+		</div>
+	{/if}
+</div>
@@ -0,0 +1,297 @@
+import { error, fail, redirect } from '@sveltejs/kit';
+import type { Actions, PageServerLoad } from './$types';
+import { db } from '$lib/server/db/index.js';
+import {
+	sales,
+	saleLineItems,
+	salePackages,
+	parties,
+	projects,
+	packages,
+	invoices
+} from '$lib/server/db/schema.js';
+import { requireCompanyRoleAny } from '$lib/server/authorization.js';
+import { logCompanyEvent } from '$lib/server/audit.js';
+import { and, asc, eq, isNull, ne, sql } from 'drizzle-orm';
+
+function trimOrNull(v: FormDataEntryValue | null): string | null {
+	const s = v?.toString().trim();
+	return s ? s : null;
+}
+
+export const load: PageServerLoad = async ({ locals, params, parent }) => {
+	await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
+	await parent();
+
+	const [sale] = await db
+		.select()
+		.from(sales)
+		.where(
+			and(
+				eq(sales.id, params.saleId),
+				eq(sales.companyId, params.companyId),
+				isNull(sales.deletedAt)
+			)
+		)
+		.limit(1);
+
+	if (!sale) error(404, 'Sale not found');
+
+	const lineItems = await db
+		.select()
+		.from(saleLineItems)
+		.where(eq(saleLineItems.saleId, params.saleId))
+		.orderBy(asc(saleLineItems.sortOrder), asc(saleLineItems.createdAt));
+
+	const linkedPkgRows = await db
+		.select({
+			packageId: salePackages.packageId,
+			trackingNumber: packages.trackingNumber,
+			carrier: packages.carrier,
+			status: packages.status,
+			direction: packages.direction
+		})
+		.from(salePackages)
+		.innerJoin(packages, eq(salePackages.packageId, packages.id))
+		.where(eq(salePackages.saleId, params.saleId));
+
+	const availablePackages = await db
+		.select({
+			id: packages.id,
+			trackingNumber: packages.trackingNumber,
+			carrier: packages.carrier,
+			direction: packages.direction
+		})
+		.from(packages)
+		.where(eq(packages.companyId, params.companyId))
+		.orderBy(sql`${packages.createdAt} desc`);
+
+	const [party] = sale.partyId
+		? await db
+				.select({ id: parties.id, name: parties.name })
+				.from(parties)
+				.where(eq(parties.id, sale.partyId))
+				.limit(1)
+		: [null];
+
+	const [project] = sale.projectId
+		? await db
+				.select({ id: projects.id, name: projects.name })
+				.from(projects)
+				.where(eq(projects.id, sale.projectId))
+				.limit(1)
+		: [null];
+
+	const partyList = await db
+		.select({ id: parties.id, name: parties.name })
+		.from(parties)
+		.where(and(eq(parties.companyId, params.companyId), isNull(parties.deletedAt)))
+		.orderBy(asc(parties.name));
+
+	const projectList = await db
+		.select({ id: projects.id, name: projects.name })
+		.from(projects)
+		.where(and(eq(projects.companyId, params.companyId), eq(projects.isActive, true)))
+		.orderBy(asc(projects.name));
+
+	const invoiceList = await db
+		.select({
+			id: invoices.id,
+			invoiceNumber: invoices.invoiceNumber,
+			direction: invoices.direction
+		})
+		.from(invoices)
+		.where(
+			and(
+				eq(invoices.companyId, params.companyId),
+				eq(invoices.direction, 'outgoing'),
+				ne(invoices.status, 'voided')
+			)
+		)
+		.orderBy(asc(invoices.invoiceNumber));
+
+	return {
+		sale,
+		lineItems,
+		linkedPackages: linkedPkgRows,
+		availablePackages,
+		party,
+		project,
+		parties: partyList,
+		projects: projectList,
+		invoices: invoiceList
+	};
+};
+
+export const actions: Actions = {
+	updateSale: async ({ request, locals, params }) => {
+		const { user } = await requireCompanyRoleAny(locals, params.companyId, [
+			'admin', 'manager', 'accountant'
+		]);
+		const fd = await request.formData();
+		const title = trimOrNull(fd.get('title'));
+		const saleDate = trimOrNull(fd.get('saleDate'));
+		const projectId = trimOrNull(fd.get('projectId'));
+		const partyId = trimOrNull(fd.get('partyId'));
+		const invoiceId = trimOrNull(fd.get('invoiceId'));
+		const notes = trimOrNull(fd.get('notes'));
+		const withholdingRaw = fd.get('withholdingTaxRate')?.toString().trim();
+		const withholdingTaxRate = withholdingRaw ? Number(withholdingRaw) / 100 : 0;
+
+		if (!title) return fail(400, { action: 'updateSale', error: 'Title is required' });
+		if (!saleDate) return fail(400, { action: 'updateSale', error: 'Date is required' });
+
+		await db
+			.update(sales)
+			.set({
+				title,
+				saleDate,
+				projectId,
+				partyId,
+				invoiceId,
+				notes,
+				withholdingTaxRate: withholdingTaxRate.toFixed(4),
+				updatedAt: new Date()
+			})
+			.where(
+				and(eq(sales.id, params.saleId), eq(sales.companyId, params.companyId))
+			);
+
+		return { success: true, action: 'updateSale' };
+	},
+
+	addLineItem: async ({ request, locals, params }) => {
+		await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
+		const fd = await request.formData();
+		const productName = trimOrNull(fd.get('productName'));
+		const description = trimOrNull(fd.get('description'));
+		const quantity = fd.get('quantity')?.toString().trim();
+		const unitPrice = fd.get('unitPrice')?.toString().trim();
+		const taxPct = fd.get('taxRate')?.toString().trim();
+
+		if (!productName) return fail(400, { action: 'addLineItem', error: 'Product name required' });
+		if (!quantity || Number(quantity) <= 0) return fail(400, { action: 'addLineItem', error: 'Valid quantity required' });
+		if (!unitPrice || Number(unitPrice) < 0) return fail(400, { action: 'addLineItem', error: 'Valid unit price required' });
+
+		const taxRate = taxPct ? Number(taxPct) / 100 : 0;
+
+		const [maxRow] = await db
+			.select({ max: sql<number>`coalesce(max(${saleLineItems.sortOrder}), -1)::int` })
+			.from(saleLineItems)
+			.where(eq(saleLineItems.saleId, params.saleId));
+
+		await db.insert(saleLineItems).values({
+			saleId: params.saleId,
+			productName,
+			description,
+			quantity: Number(quantity).toFixed(4),
+			unitPrice: Number(unitPrice).toFixed(2),
+			taxRate: taxRate.toFixed(4),
+			sortOrder: (maxRow?.max ?? -1) + 1
+		});
+
+		return { success: true, action: 'addLineItem' };
+	},
+
+	removeLineItem: async ({ request, locals, params }) => {
+		await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
+		const fd = await request.formData();
+		const itemId = trimOrNull(fd.get('itemId'));
+		if (!itemId) return fail(400, { action: 'removeLineItem', error: 'Item id required' });
+
+		await db
+			.delete(saleLineItems)
+			.where(and(eq(saleLineItems.id, itemId), eq(saleLineItems.saleId, params.saleId)));
+
+		return { success: true, action: 'removeLineItem' };
+	},
+
+	confirmSale: async ({ locals, params }) => {
+		const { user } = await requireCompanyRoleAny(locals, params.companyId, [
+			'admin', 'manager', 'accountant'
+		]);
+
+		const [lineCount] = await db
+			.select({ count: sql<number>`count(*)::int` })
+			.from(saleLineItems)
+			.where(eq(saleLineItems.saleId, params.saleId));
+
+		if (!lineCount || lineCount.count === 0) {
+			return fail(400, { action: 'confirmSale', error: 'Add at least one line item before confirming' });
+		}
+
+		const [updated] = await db
+			.update(sales)
+			.set({ status: 'confirmed', updatedAt: new Date() })
+			.where(
+				and(
+					eq(sales.id, params.saleId),
+					eq(sales.companyId, params.companyId),
+					eq(sales.status, 'draft')
+				)
+			)
+			.returning({ title: sales.title });
+
+		if (!updated) return fail(400, { action: 'confirmSale', error: 'Sale not found or not in draft' });
+
+		await logCompanyEvent(params.companyId, user.id, 'sale_confirmed',
+			`Sale "${updated.title}" confirmed`, { saleId: params.saleId });
+
+		return { success: true, action: 'confirmSale' };
+	},
+
+	voidSale: async ({ request, locals, params }) => {
+		const { user } = await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager']);
+		const fd = await request.formData();
+		const reason = trimOrNull(fd.get('reason'));
+		if (!reason) return fail(400, { action: 'voidSale', error: 'Void reason is required' });
+
+		const [updated] = await db
+			.update(sales)
+			.set({
+				status: 'voided',
+				voidedAt: new Date(),
+				voidReason: reason,
+				updatedAt: new Date()
+			})
+			.where(
+				and(eq(sales.id, params.saleId), eq(sales.companyId, params.companyId))
+			)
+			.returning({ title: sales.title });
+
+		if (!updated) return fail(404, { action: 'voidSale', error: 'Sale not found' });
+
+		await logCompanyEvent(params.companyId, user.id, 'sale_voided',
+			`Sale "${updated.title}" voided: ${reason}`,
+			{ saleId: params.saleId, reason });
+
+		return { success: true, action: 'voidSale' };
+	},
+
+	linkPackage: async ({ request, locals, params }) => {
+		await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
+		const fd = await request.formData();
+		const packageId = trimOrNull(fd.get('packageId'));
+		if (!packageId) return fail(400, { error: 'Package id required' });
+
+		await db
+			.insert(salePackages)
+			.values({ saleId: params.saleId, packageId })
+			.onConflictDoNothing();
+
+		return { success: true, action: 'linkPackage' };
+	},
+
+	unlinkPackage: async ({ request, locals, params }) => {
+		await requireCompanyRoleAny(locals, params.companyId, ['admin', 'manager', 'accountant']);
+		const fd = await request.formData();
+		const packageId = trimOrNull(fd.get('packageId'));
+		if (!packageId) return fail(400, { error: 'Package id required' });
+
+		await db
+			.delete(salePackages)
+			.where(and(eq(salePackages.saleId, params.saleId), eq(salePackages.packageId, packageId)));
+
+		return { success: true, action: 'unlinkPackage' };
+	}
+};
@@ -0,0 +1,327 @@
+<script lang="ts">
+	import { enhance } from '$app/forms';
+	import { formatCurrency } from '$lib/utils/currency.js';
+	import type { PageData, ActionData } from './$types';
+
+	let { data, form }: { data: PageData; form: ActionData } = $props();
+
+	let showAddItem = $state(false);
+	let editingMeta = $state(false);
+	let showVoidForm = $state(false);
+
+	const STATUS_BADGE: Record<string, string> = {
+		draft: 'bg-gray-100 text-gray-600 dark:bg-gray-700 dark:text-gray-400',
+		confirmed: 'bg-green-100 text-green-700 dark:bg-green-900/40 dark:text-green-300',
+		voided: 'bg-red-200 text-red-800 dark:bg-red-900/50 dark:text-red-300'
+	};
+
+	const isLive = $derived(data.sale.status === 'draft');
+
+	const totals = $derived.by(() => {
+		let subtotal = 0;
+		let tax = 0;
+		for (const li of data.lineItems) {
+			const lineNet = Number(li.quantity) * Number(li.unitPrice);
+			subtotal += lineNet;
+			tax += lineNet * Number(li.taxRate);
+		}
+		const gross = subtotal + tax;
+		const withholding = gross * Number(data.sale.withholdingTaxRate);
+		const net = gross - withholding;
+		return { subtotal, tax, gross, withholding, net };
+	});
+
+	const inputCls = 'w-full rounded-md border border-gray-300 px-3 py-2 text-sm dark:border-gray-600 dark:bg-gray-700 dark:text-white';
+	const labelCls = 'mb-1 block text-sm font-medium text-gray-700 dark:text-gray-300';
+</script>
+
+<svelte:head>
+	<title>{data.sale.title} - Sales</title>
+</svelte:head>
+
+<div class="space-y-6">
+	<header>
+		<a href={`/companies/${data.company.id}/sales`} class="text-sm text-blue-600 hover:text-blue-700 dark:text-blue-400">&larr; Sales</a>
+		<div class="mt-1 flex items-start justify-between gap-3">
+			<div>
+				<h1 class="text-2xl font-bold text-gray-900 dark:text-white">{data.sale.title}</h1>
+				<div class="mt-2 flex flex-wrap items-center gap-3 text-sm text-gray-500 dark:text-gray-400">
+					<span class="rounded-full px-2 py-0.5 text-xs font-medium {STATUS_BADGE[data.sale.status]}">
+						{data.sale.status}
+					</span>
+					<span>{data.sale.saleDate}</span>
+					{#if data.party}<span>Customer: {data.party.name}</span>{/if}
+					{#if data.project}<span>Project: {data.project.name}</span>{/if}
+				</div>
+			</div>
+			<button type="button" onclick={() => (editingMeta = !editingMeta)}
+				class="rounded-md border border-gray-300 px-3 py-1.5 text-sm font-medium text-gray-700 hover:bg-gray-50 dark:border-gray-600 dark:text-gray-200">
+				{editingMeta ? 'Cancel' : 'Edit'}
+			</button>
+		</div>
+		{#if data.sale.status === 'voided' && data.sale.voidReason}
+			<div class="mt-3 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">{data.sale.voidReason}</span>
+			</div>
+		{/if}
+	</header>
+
+	{#if form?.error}
+		<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 editingMeta}
+		<form method="POST" action="?/updateSale"
+			use:enhance={() => async ({ result, update }) => {
+				await update({ reset: false });
+				if (result.type === 'success') editingMeta = false;
+			}}
+			class="grid grid-cols-1 gap-3 rounded-lg border border-gray-200 bg-white p-4 dark:border-gray-700 dark:bg-gray-800 md:grid-cols-2">
+			<div class="md:col-span-2">
+				<label for="s-title" class={labelCls}>Title</label>
+				<input id="s-title" name="title" type="text" required value={data.sale.title} class={inputCls} />
+			</div>
+			<div>
+				<label for="s-date" class={labelCls}>Date</label>
+				<input id="s-date" name="saleDate" type="date" required value={data.sale.saleDate} class={inputCls} />
+			</div>
+			<div>
+				<label for="s-wht" class={labelCls}>Withholding %</label>
+				<input id="s-wht" name="withholdingTaxRate" type="number" step="0.01" min="0" max="100"
+					value={(Number(data.sale.withholdingTaxRate) * 100).toString()} class={inputCls} />
+			</div>
+			<div>
+				<label for="s-project" class={labelCls}>Project</label>
+				<select id="s-project" name="projectId" value={data.sale.projectId ?? ''} class={inputCls}>
+					<option value="">—</option>
+					{#each data.projects as p (p.id)}
+						<option value={p.id}>{p.name}</option>
+					{/each}
+				</select>
+			</div>
+			<div>
+				<label for="s-party" class={labelCls}>Customer</label>
+				<select id="s-party" name="partyId" value={data.sale.partyId ?? ''} class={inputCls}>
+					<option value="">—</option>
+					{#each data.parties as p (p.id)}
+						<option value={p.id}>{p.name}</option>
+					{/each}
+				</select>
+			</div>
+			<div>
+				<label for="s-invoice" class={labelCls}>Outgoing Invoice</label>
+				<select id="s-invoice" name="invoiceId" value={data.sale.invoiceId ?? ''} class={inputCls}>
+					<option value="">—</option>
+					{#each data.invoices as inv (inv.id)}
+						<option value={inv.id}>{inv.invoiceNumber}</option>
+					{/each}
+				</select>
+			</div>
+			<div class="md:col-span-2">
+				<label for="s-notes" class={labelCls}>Notes</label>
+				<textarea id="s-notes" name="notes" rows="2" class={inputCls}>{data.sale.notes ?? ''}</textarea>
+			</div>
+			<div class="md:col-span-2 flex justify-end">
+				<button type="submit" class="rounded-md bg-blue-600 px-4 py-2 text-sm font-medium text-white hover:bg-blue-700">Save</button>
+			</div>
+		</form>
+	{/if}
+
+	<!-- Line items -->
+	<section class="rounded-lg border border-gray-200 bg-white dark:border-gray-700 dark:bg-gray-800">
+		<div class="flex items-center justify-between border-b border-gray-100 p-4 dark:border-gray-700">
+			<h2 class="font-semibold text-gray-900 dark:text-white">Line Items</h2>
+			{#if isLive}
+				<button type="button" onclick={() => (showAddItem = !showAddItem)}
+					class="text-sm font-medium text-blue-600 hover:text-blue-700 dark:text-blue-400">
+					{showAddItem ? 'Cancel' : '+ Add item'}
+				</button>
+			{/if}
+		</div>
+
+		{#if showAddItem && isLive}
+			<form method="POST" action="?/addLineItem"
+				use:enhance={() => async ({ result, update, formElement }) => {
+					await update({ reset: false });
+					if (result.type === 'success') { showAddItem = false; formElement.reset(); }
+				}}
+				class="grid grid-cols-1 gap-3 border-b border-gray-100 bg-gray-50 p-4 dark:border-gray-700 dark:bg-gray-700/30 md:grid-cols-4">
+				<div class="md:col-span-2">
+					<label class={labelCls} for="li-product">Product</label>
+					<input id="li-product" name="productName" type="text" required class={inputCls} />
+				</div>
+				<div>
+					<label class={labelCls} for="li-qty">Quantity</label>
+					<input id="li-qty" name="quantity" type="number" step="0.0001" min="0.0001" required value="1" class={inputCls} />
+				</div>
+				<div>
+					<label class={labelCls} for="li-price">Unit Price</label>
+					<input id="li-price" name="unitPrice" type="number" step="0.01" min="0" required class={inputCls} />
+				</div>
+				<div>
+					<label class={labelCls} for="li-tax">Tax %</label>
+					<input id="li-tax" name="taxRate" type="number" step="0.01" min="0" max="100" value="7" class={inputCls} />
+				</div>
+				<div class="md:col-span-3">
+					<label class={labelCls} for="li-desc">Description</label>
+					<input id="li-desc" name="description" type="text" class={inputCls} />
+				</div>
+				<div class="md:col-span-4 flex justify-end">
+					<button type="submit" class="rounded-md bg-blue-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-blue-700">
+						Add
+					</button>
+				</div>
+			</form>
+		{/if}
+
+		{#if data.lineItems.length === 0}
+			<p class="p-4 text-sm text-gray-500 dark:text-gray-400">No line items yet.</p>
+		{:else}
+			<table class="min-w-full divide-y divide-gray-200 text-sm dark:divide-gray-700">
+				<thead class="bg-gray-50 dark:bg-gray-700/50">
+					<tr>
+						<th class="px-4 py-2 text-left font-semibold text-gray-700 dark:text-gray-300">Product</th>
+						<th class="px-4 py-2 text-right font-semibold text-gray-700 dark:text-gray-300">Qty</th>
+						<th class="px-4 py-2 text-right font-semibold text-gray-700 dark:text-gray-300">Unit</th>
+						<th class="px-4 py-2 text-right font-semibold text-gray-700 dark:text-gray-300">Tax %</th>
+						<th class="px-4 py-2 text-right font-semibold text-gray-700 dark:text-gray-300">Line Total</th>
+						<th></th>
+					</tr>
+				</thead>
+				<tbody class="divide-y divide-gray-200 dark:divide-gray-700">
+					{#each data.lineItems as li (li.id)}
+						{@const lineNet = Number(li.quantity) * Number(li.unitPrice)}
+						{@const lineGross = lineNet * (1 + Number(li.taxRate))}
+						<tr>
+							<td class="px-4 py-2">
+								<div class="font-medium text-gray-900 dark:text-white">{li.productName}</div>
+								{#if li.description}<div class="text-xs text-gray-500">{li.description}</div>{/if}
+							</td>
+							<td class="px-4 py-2 text-right text-gray-700 dark:text-gray-300">{Number(li.quantity)}</td>
+							<td class="px-4 py-2 text-right text-gray-700 dark:text-gray-300">{formatCurrency(li.unitPrice, data.sale.currency)}</td>
+							<td class="px-4 py-2 text-right text-gray-700 dark:text-gray-300">{(Number(li.taxRate) * 100).toFixed(1)}%</td>
+							<td class="px-4 py-2 text-right font-medium text-gray-900 dark:text-white">{formatCurrency(lineGross.toFixed(2), data.sale.currency)}</td>
+							<td class="px-4 py-2 text-right">
+								{#if isLive}
+									<form method="POST" action="?/removeLineItem" use:enhance={() => async ({ update }) => await update({ reset: false })}>
+										<input type="hidden" name="itemId" value={li.id} />
+										<button type="submit" class="text-xs text-red-600 hover:text-red-700 dark:text-red-400">Remove</button>
+									</form>
+								{/if}
+							</td>
+						</tr>
+					{/each}
+				</tbody>
+				<tfoot class="bg-gray-50 dark:bg-gray-700/50">
+					<tr class="text-sm">
+						<td colspan="4" class="px-4 py-2 text-right font-medium text-gray-700 dark:text-gray-300">Subtotal</td>
+						<td class="px-4 py-2 text-right text-gray-900 dark:text-white">{formatCurrency(totals.subtotal.toFixed(2), data.sale.currency)}</td>
+						<td></td>
+					</tr>
+					<tr class="text-sm">
+						<td colspan="4" class="px-4 py-2 text-right font-medium text-gray-700 dark:text-gray-300">Tax</td>
+						<td class="px-4 py-2 text-right text-gray-900 dark:text-white">{formatCurrency(totals.tax.toFixed(2), data.sale.currency)}</td>
+						<td></td>
+					</tr>
+					<tr class="text-sm">
+						<td colspan="4" class="px-4 py-2 text-right font-medium text-gray-700 dark:text-gray-300">Gross</td>
+						<td class="px-4 py-2 text-right font-semibold text-gray-900 dark:text-white">{formatCurrency(totals.gross.toFixed(2), data.sale.currency)}</td>
+						<td></td>
+					</tr>
+					{#if Number(data.sale.withholdingTaxRate) > 0}
+						<tr class="text-sm">
+							<td colspan="4" class="px-4 py-2 text-right font-medium text-red-600 dark:text-red-400">
+								Withholding ({(Number(data.sale.withholdingTaxRate) * 100).toFixed(2)}%)
+							</td>
+							<td class="px-4 py-2 text-right text-red-600 dark:text-red-400">
+								-{formatCurrency(totals.withholding.toFixed(2), data.sale.currency)}
+							</td>
+							<td></td>
+						</tr>
+						<tr class="text-sm">
+							<td colspan="4" class="px-4 py-2 text-right font-bold text-gray-900 dark:text-white">Net Receivable</td>
+							<td class="px-4 py-2 text-right font-bold text-green-600 dark:text-green-400">
+								{formatCurrency(totals.net.toFixed(2), data.sale.currency)}
+							</td>
+							<td></td>
+						</tr>
+					{/if}
+				</tfoot>
+			</table>
+		{/if}
+	</section>
+
+	<!-- Packages -->
+	<section class="rounded-lg border border-gray-200 bg-white p-4 dark:border-gray-700 dark:bg-gray-800">
+		<h2 class="mb-3 font-semibold text-gray-900 dark:text-white">Linked Packages</h2>
+		{#if data.linkedPackages.length > 0}
+			<div class="mb-3 flex flex-wrap gap-2">
+				{#each data.linkedPackages as pkg (pkg.packageId)}
+					<span class="inline-flex items-center gap-2 rounded-full bg-cyan-100 px-3 py-1 text-xs font-medium text-cyan-700 dark:bg-cyan-900/40 dark:text-cyan-300">
+						📦 {pkg.trackingNumber} ({pkg.carrier})
+						{#if isLive}
+							<form method="POST" action="?/unlinkPackage" use:enhance={() => async ({ update }) => await update({ reset: false })}>
+								<input type="hidden" name="packageId" value={pkg.packageId} />
+								<button type="submit" class="text-cyan-800 hover:text-red-600 dark:text-cyan-200">×</button>
+							</form>
+						{/if}
+					</span>
+				{/each}
+			</div>
+		{/if}
+		{#if isLive && data.availablePackages.length > 0}
+			<form method="POST" action="?/linkPackage" use:enhance class="flex items-center gap-2 text-sm">
+				<select name="packageId" required class={inputCls + ' flex-1'}>
+					<option value="" disabled selected>Select package to link</option>
+					{#each data.availablePackages as pkg (pkg.id)}
+						{#if !data.linkedPackages.find((l) => l.packageId === pkg.id)}
+							<option value={pkg.id}>{pkg.trackingNumber} — {pkg.carrier} ({pkg.direction})</option>
+						{/if}
+					{/each}
+				</select>
+				<button type="submit" class="rounded-md bg-blue-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-blue-700">
+					Link
+				</button>
+			</form>
+		{/if}
+	</section>
+
+	<!-- Actions -->
+	{#if isLive}
+		<div class="flex gap-3">
+			<form method="POST" action="?/confirmSale" use:enhance>
+				<button type="submit" class="rounded-md bg-green-600 px-4 py-2 text-sm font-medium text-white hover:bg-green-700">
+					Confirm Sale
+				</button>
+			</form>
+			<button type="button" onclick={() => (showVoidForm = !showVoidForm)}
+				class="rounded-md border border-red-300 px-4 py-2 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 Sale
+			</button>
+		</div>
+	{/if}
+
+	{#if data.sale.status === 'confirmed'}
+		<div class="flex">
+			<button type="button" onclick={() => (showVoidForm = !showVoidForm)}
+				class="rounded-md border border-red-300 px-4 py-2 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 Sale
+			</button>
+		</div>
+	{/if}
+
+	{#if showVoidForm}
+		<form method="POST" action="?/voidSale"
+			use:enhance={() => async ({ update }) => { await update({ reset: false }); showVoidForm = false; }}
+			class="rounded-md border border-red-200 bg-red-50 p-4 dark:border-red-700 dark:bg-red-900/20">
+			<label for="void-reason" class={labelCls}>Void Reason <span class="text-red-500">*</span></label>
+			<textarea id="void-reason" name="reason" rows="2" required 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}
+</div>
Author	SHA1	Message	Date
grabowski	2540a7603e	Add Sales tab to primary company nav (admin/manager/accountant) Deploy to LXC / deploy (push) Successful in 1m57s Details Validate / validate (push) Successful in 37s Details Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-20 12:49:20 +07:00
grabowski	0795d78bdf	Add confirmed-sales income to budget and overview Budget page load now computes per-project income (net of withholding) from confirmed sales. Overview has a full-width Income KPI showing total confirmed net revenue. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-20 12:48:06 +07:00
grabowski	1c15cbc36e	Add sales CRUD with line items, taxes, withholding, and package linking New routes: /companies/[id]/sales (list + create) and [saleId] (detail). Per-line tax rate, single withholding % on sale. Computed totals: subtotal, tax, gross, withholding, net receivable. Status flow: draft → confirmed → voided. Packages linked via sale_packages junction. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-20 12:46:05 +07:00
grabowski	f56d4caec8	Link multiple packages to expenses via junction table Added linkPackage/unlinkPackage actions and a collapsible package checklist per expense. Linked packages display as clickable cyan chips on the expense row. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-20 11:56:39 +07:00
grabowski	34aab722b4	Add expense invoice upload with Paperless push + paperless URL link Expenses now show Pending Invoice badge when no file/link attached. Upload action saves file via existing uploads helper, optionally pushes to Paperless-ngx if PAPERLESS_URL + PAPERLESS_TOKEN env set. Download endpoint serves attached invoice with attachment disposition. Paperless URL link provides a zero-integration alternative. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-20 11:54:13 +07:00
grabowski	bbfab9faaa	Add expense invoice fields, sales tables, and Paperless env vars Expenses now have invoiceFileUrl, invoiceFileName, paperlessUrl, paperlessDocumentId for supplier invoice attachment. New expense_packages junction links expenses to multiple packages. New sales + sale_line_items + sale_packages tables for income tracking with per-line tax rate and per-sale withholding rate. Added saleStatusEnum and 4 audit events: expense_invoice_uploaded, sale_created, sale_confirmed, sale_voided. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-20 11:51:18 +07:00