Users should need to fill in a lost receipt statement when they mark a transaction as 'no/lost receipt'

[rluodev]

Currently, users can just mark a transaction as 'no/lost receipt' without needing to upload a lost receipt statement, and many don't know that the lost receipt statement pdf exists. This should be changed so that users must fill out a lost receipt statement form and have a PDF generated of the lost receipt statement.

[garyhtou]

Great ticket! I've got a couple of questions:

• What would the lost receipt statement form look like?
• Should that generated PDF be attached as the receipt? Or should it not be treated as a receipt
• Who needs access to the lost receipt statement? (finance team? ops?)

[rluodev]

Great ticket! I've got a couple of questions:

• What would the lost receipt statement form look like?
• Should that generated PDF be attached as the receipt? Or should it not be treated as a receipt
• Who needs access to the lost receipt statement? (finance team? ops?)

@garyhtou

• See the Lost receipt statement letter in common documents on HCB
• yeah, attached as the receipt, but if it's deleted, the transaction should once again revert to missing receipt
• this is a record keeping thing and is useful for finance team

[garyhtou]

@Luke-Oldenburg would you be interested in working with @rluodev on this ticket sometime during the week of June 9th?

[Luke-Oldenburg]

LostReceipt::Statement:

• date: Date
• merchant: String
• purpose: String
• belongs_to: submitter: User
• has_many: lost_receipt_items: LostReceipt::Item

LostReceipt::Item:

• description: String
• quantity: Integer
• unit_amount_cents: Integer
• def total_amount_cents: Integer

[garyhtou]

I made a few edits:

• Namespace Statement and Item under LostReceipt
• change vendor to merchant
• rename amount_cents_per_item to unit_amount_cents

[Luke-Oldenburg]

What if we used concerns and made LostReceipt a type of Receipt?