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Add Total Stock Value Report documentation for SSMM#97

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sonzsara wants to merge 4 commits into
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ENG-263
Open

Add Total Stock Value Report documentation for SSMM#97
sonzsara wants to merge 4 commits into
mainfrom
ENG-263

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Pull request overview

Adds a new documentation page for the SSMM “Total Stock Value Report” Metabase question, describing the business purpose, parameters, and the SQL used to compute net on-hand quantity and value per stock item.

Changes:

  • Added a new markdown doc page under Care/Accounting/ for the report, including purpose/parameters/SQL/notes.
  • Included logic for purchases, dispenses, and “mistake/correction” stock outflows via a hardcoded destination location list.
Comments suppressed due to low confidence (1)

Care/Accounting/total_stock_value_report_ssmm.md:108

  • There is an extra trailing Markdown code fence (```), which will break rendering of the page below this point. Please remove the stray closing fence at the end of the file.
*Last updated: 2026-05-22*





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Random question

Does this exclude or include return supply delivery from patient ?

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Pull request overview

Copilot reviewed 1 out of 1 changed files in this pull request and generated 1 comment.

Comment thread Care/Accounting/total_stock_value_report_ssmm.md

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Pull request overview

Copilot reviewed 1 out of 1 changed files in this pull request and generated 2 comments.

Comment thread Care/Accounting/total_stock_value_report_ssmm.md
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Pull request overview

Copilot reviewed 1 out of 1 changed files in this pull request and generated 6 comments.

Comment on lines +8 to +12
Computes the current on-hand stock value for each stock item at SSMM as of a chosen date. It does this by:

1. Summing everything **purchased** (received via external supply deliveries) up to that date.
2. Subtracting everything **dispensed** to patients up to that date.
3. Subtracting **mistake adjustments** — stock moved into a configured set of "mistake / correction" destination locations, treated as outflow.

| Parameter | Type | Description | Example |
|-----------|------|-------------|---------|
| `selected_date` | DATE | As-of date for the report. All purchases, dispenses, and mistake entries up to and including this date are considered. | `'2026-05-31'` |
WHERE esd.status = 'completed'
AND edo.origin_id IS NULL
AND ep.purchase_price IS NOT NULL
--AND DATE(esd.created_date) <= {{selected_date}}
LEFT JOIN emr_productknowledge epk ON ep.product_knowledge_id = epk.id
WHERE emd.status IN ('completed', 'in_progress', 'preparation')
AND ep.purchase_price IS NOT NULL
--AND DATE(emd.created_date) <= {{selected_date}}
WHERE esd.status IN ('completed', 'in_progress')
AND edo.destination_id IN (264,270,280,274,273,275,276,266,279,36,265,278,297,238,298,27,481,17,32,277)
AND ep.purchase_price IS NOT NULL
--AND DATE(esd.created_date) <= {{selected_date}}
Comment on lines +88 to +90
- **`purchase_items` CTE** — external purchases only. Uses `edo.origin_id IS NULL` to filter to supply deliveries that originate from outside the facility
- **`dispense_items` CTE** — outflow via medication dispenses to patients. Includes dispenses in `completed / in_progress / preparation` to match what reduces stock in practice.
- **`mistake_items` CTE** — supply deliveries whose destination is one of the configured "mistake / correction" locations. These represent stock moved out for adjustments and is treated as outflow.
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5 participants