fc63d972b1
Straight port from V2 adapted for V5 field names. Creates expense receipts with dynamic line items, VAT calculation (Included/Excluded/ None at 15%), and emails HTML + PDF to Spark Receipt. Uses lazy xhtml2pdf import to avoid crashing if not installed on server. Files: forms.py (ExpenseReceiptForm + FormSet), views.py (create_receipt), create_receipt.html, receipt_email.html, receipt_pdf.html, urls.py, base.html Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
29 lines
1.2 KiB
Markdown
29 lines
1.2 KiB
Markdown
# Expense Receipt Feature — Design Doc
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## Date: 2026-02-22
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## Summary
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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.
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## Files
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| File | Action |
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|------|--------|
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| `core/forms.py` | Add ExpenseReceiptForm + ExpenseLineItemFormSet |
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| `core/views.py` | Add create_receipt() view |
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| `core/urls.py` | Add /receipts/create/ route |
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| `core/templates/core/create_receipt.html` | Create form page |
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| `core/templates/core/email/receipt_email.html` | Create email template |
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| `core/templates/core/pdf/receipt_pdf.html` | Create PDF template |
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| `core/templates/base.html` | Add Receipts navbar link |
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## V5 Naming Adaptations
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- `vendor` -> `vendor_name`, `product` -> `product_name`
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- `items` related_name -> `line_items`
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- Choice values: Title Case ('Included') not UPPERCASE ('INCLUDED')
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- Lazy xhtml2pdf import (same as payslip)
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## VAT Logic (15% SA rate)
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- Included: Total = sum, Subtotal = Total / 1.15, VAT = Total - Subtotal
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- Excluded: Subtotal = sum, VAT = Subtotal * 0.15, Total = Subtotal + VAT
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- None: Subtotal = Total = sum, VAT = 0
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