# Expense Receipt Feature — Design Doc

## Date: 2026-02-22

## Summary
Straight port of V2's expense receipt feature to V5. Single-page form at `/receipts/create/` where admins and supervisors record business expenses with dynamic line items and VAT calculation. Automatically emails HTML + PDF receipt to Spark Receipt.

## Files
| File | Action |
|------|--------|
| `core/forms.py` | Add ExpenseReceiptForm + ExpenseLineItemFormSet |
| `core/views.py` | Add create_receipt() view |
| `core/urls.py` | Add /receipts/create/ route |
| `core/templates/core/create_receipt.html` | Create form page |
| `core/templates/core/email/receipt_email.html` | Create email template |
| `core/templates/core/pdf/receipt_pdf.html` | Create PDF template |
| `core/templates/base.html` | Add Receipts navbar link |

## V5 Naming Adaptations
- `vendor` -> `vendor_name`, `product` -> `product_name`
- `items` related_name -> `line_items`
- Choice values: Title Case ('Included') not UPPERCASE ('INCLUDED')
- Lazy xhtml2pdf import (same as payslip)

## VAT Logic (15% SA rate)
- Included: Total = sum, Subtotal = Total / 1.15, VAT = Total - Subtotal
- Excluded: Subtotal = sum, VAT = Subtotal * 0.15, Total = Subtotal + VAT
- None: Subtotal = Total = sum, VAT = 0