Expense itemized lines (expenses 1.7.0) — Production Readiness

Field	Value
Date	2026-10-19
Status	Go for production — Pest and headed Playwright green
Scope	Optional itemized expense lines. Header amount and tax are the sums. Pay still posts one journal debit
Catalog	expenses 1.6.0 → 1.7.0
Companion	Expenses user guide · CHANGELOG

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Executive summary

Draft expenses can store up to 50 lines (description, amount, tax, category). The header amount and tax are rewritten from those lines. The header category is set only when every line shares one category; otherwise it is empty and the list, record, and sheet show Mixed. Creating without lines still stores a single header amount. Purchase-order convert copies each purchase-order line and splits the purchase-order tax across them. Mark as paid still debits one expense account for the gross.

Go / No-Go: Go. Migrate-only (expense_lines plus the catalog bump). Existing expenses stay header-only until the next draft save. Do not db:seed.

Gate	Result
Platform freeze	Pass
Header-only create still stores amount and tax with no lines	Pass (Pest)
Lines recompute totals, clear a mixed category, and replace on update	Pass (Pest)
Category filter matches a line category	Pass (Pest)
Pay posts one debit of the gross	Pass (Pest)
Submitted expenses reject line edits	Pass (Pest)
Purchase-order convert splits tax across lines	Pass (Pest)
Catalog expenses 1.7.0	Pass (Pest)
Headed one session: empty title, description, and amount stay on the form; a second line with another category shows Mixed; edit updates the first amount; pay journal shows 6000 / 1000 and $30.00; category filter finds the expense; purchase-order convert shows the source line	Pass (npm run test:e2e:expenses:lines:headed, 1 passed)
Headed expenses suite: lines, unpay, create/pay, receipt, and purchase-order convert	Pass (5 passed; workflow rerun with E2E_VIDEO=off after ffmpeg was unavailable)

Audit

Reviewed ExpenseService line sync, pay journal, purchase-order convert, web and mobile forms, and the list category badge on 2026-10-19.

The first headed run failed because the local database had not migrated expense_lines. After php artisan migrate, the same session passed. The list previously showed an empty category for mixed lines; it now shows Mixed, matching the record page. Pay remains one journal. Reimbursement beyond paid is still deferred.

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Deploy

1. php artisan migrate --force. Do not db:seed.
2. Confirm modules.version for expenses is 1.7.0.
3. Deploy Frontend after production build; hard-refresh SPA. Ship the mobile build with the same API.