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Documentation on Total Stock Value with Location Split #146

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Add Total Stock Value with Location Split documentation
sonzsara Aug 13, 2026
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Update total_stock_value_with_location_split_ssmm.md
sonzsara Aug 14, 2026
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141 changes: 141 additions & 0 deletions Care/Inventory/total_stock_value_with_location_split_ssmm.md
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# Total Stock Value with Location Split - SSMM

> Product-wise stock balance and valuation at a location, split by incoming, outgoing (normal/error), and dispensed quantities

## Purpose

Computes stock per product for a selected location/date by combining completed incoming supplies, outgoing transfers (split into normal vs entered-in-error/consumption destinations), and medication dispenses. Also calculates total stock value using purchase price.


## Parameters

| Parameter | Type | Description | Example |
|-----------|------|-------------|---------|
| `selected_date` | DATE | Snapshot cutoff date (includes all transactions up to this date) | `'2026-08-01'` |
| `location_id` | INTEGER | Facility location id to compute stock for | `239` |

---

## Query

```sql
SELECT
REPLACE(epk.name, 'Internal Stock Update ', '') AS name,
SUM(total) AS total,
SUM(incoming_count) AS incoming_count,
SUM(outgoing_normal_count) AS outgoing_normal_count,
SUM(outgoing_error_count) AS outgoing_error_count,
SUM(dispense_count) AS dispense_count,
SUM(ep.purchase_price * total) AS total_price
FROM (
SELECT
COALESCE(incoming.id, outgoing_normal.id, outgoing_error.id, dispenses.id) AS final_id,
(COALESCE(incoming.count, 0) - COALESCE(outgoing_normal.count, 0) - COALESCE(outgoing_error.count, 0) - COALESCE(dispenses.count, 0)) AS total,
incoming.count AS incoming_count,
outgoing_normal.count AS outgoing_normal_count,
outgoing_error.count AS outgoing_error_count,
dispenses.count AS dispense_count
FROM (
SELECT id, SUM(count) AS count
FROM (
SELECT
COALESCE(id_nn, COALESCE(id, id_n)) AS id,
(COALESCE(count, 0) + COALESCE(count_n, 0) + COALESCE(count_nn, 0)) AS count
FROM (
SELECT ep.id AS id, SUM(supplied_item_quantity) AS count
FROM emr_supplydelivery esd
LEFT JOIN emr_deliveryorder edo ON esd.order_id = edo.id
LEFT JOIN emr_inventoryitem eii ON esd.supplied_inventory_item_id = eii.id
LEFT JOIN emr_product ep ON eii.product_id = ep.id
WHERE esd.status = 'completed'
AND esd.deleted = FALSE AND edo.deleted = FALSE
AND DATE(esd.created_date) <= {{selected_date}}
AND destination_id = {{location_id}}
AND supplied_item_id IS NULL
AND supplied_inventory_item_id IS NOT NULL
GROUP BY ep.id
) supplied_inventory_item_only
FULL OUTER JOIN (
SELECT supplied_item_id AS id_n, SUM(supplied_item_quantity) AS count_n
FROM emr_supplydelivery esd
LEFT JOIN emr_deliveryorder edo ON esd.order_id = edo.id
WHERE esd.status = 'completed'
AND esd.deleted = FALSE AND edo.deleted = FALSE
AND DATE(esd.created_date) <= {{selected_date}}
AND destination_id = {{location_id}}
AND supplied_inventory_item_id IS NULL
AND supplied_item_id IS NOT NULL
GROUP BY supplied_item_id
) supplied_item_only ON supplied_inventory_item_only.id = supplied_item_only.id_n
FULL OUTER JOIN (
SELECT supplied_item_id AS id_nn, SUM(supplied_item_quantity) AS count_nn
FROM emr_supplydelivery esd
LEFT JOIN emr_deliveryorder edo ON esd.order_id = edo.id
WHERE supplied_inventory_item_id IS NOT NULL
AND supplied_item_id IS NOT NULL
AND esd.status = 'completed'
AND esd.deleted = FALSE AND edo.deleted = FALSE
AND DATE(esd.created_date) <= {{selected_date}}
AND destination_id = {{location_id}}
GROUP BY supplied_item_id
) all_supplied_item ON all_supplied_item.id_nn = supplied_item_only.id_n
) combined
GROUP BY id
) incoming

FULL OUTER JOIN (
SELECT ep.id AS id, SUM(supplied_item_quantity) AS count
FROM emr_supplydelivery esd
LEFT JOIN emr_deliveryorder edo ON esd.order_id = edo.id
LEFT JOIN emr_inventoryitem eii ON esd.supplied_inventory_item_id = eii.id
LEFT JOIN emr_product ep ON eii.product_id = ep.id
WHERE esd.status IN ('completed', 'in_progress')
AND esd.deleted = FALSE AND edo.deleted = FALSE
AND DATE(esd.created_date) <= {{selected_date}}
AND origin_id = {{location_id}}
AND destination_id NOT IN (264, 270, 280, 274, 273, 275, 276, 266, 279, 36, 265, 278, 297, 238, 298, 27, 481, 17, 32, 277)
GROUP BY ep.id
Comment on lines +88 to +98
) outgoing_normal ON incoming.id = outgoing_normal.id

FULL OUTER JOIN (
SELECT ep.id AS id, SUM(supplied_item_quantity) AS count
FROM emr_supplydelivery esd
LEFT JOIN emr_deliveryorder edo ON esd.order_id = edo.id
LEFT JOIN emr_inventoryitem eii ON esd.supplied_inventory_item_id = eii.id
LEFT JOIN emr_product ep ON eii.product_id = ep.id
WHERE esd.status IN ('completed', 'in_progress')
AND esd.deleted = FALSE AND edo.deleted = FALSE
AND DATE(esd.created_date) <= {{selected_date}}
AND origin_id = {{location_id}}
AND destination_id IN (264, 270, 280, 274, 273, 275, 276, 266, 279, 36, 265, 278, 297, 238, 298, 27, 481, 17, 32, 277)
GROUP BY ep.id
) outgoing_error ON COALESCE(incoming.id, outgoing_normal.id) = outgoing_error.id

FULL OUTER JOIN (
SELECT ep.id AS id, SUM(emd.quantity) AS count
FROM emr_medicationdispense emd
LEFT JOIN emr_inventoryitem eii ON eii.id = emd.item_id
LEFT JOIN emr_product ep ON eii.product_id = ep.id
WHERE emd.status NOT IN ('cancelled', 'entered_in_error', 'stopped', 'declined')
AND emd.deleted = FALSE
AND DATE(emd.created_date) <= {{selected_date}}
AND eii.location_id = {{location_id}}
GROUP BY ep.id
) dispenses ON COALESCE(incoming.id, outgoing_normal.id, outgoing_error.id) = dispenses.id
) total
LEFT JOIN emr_product ep ON ep.id = total.final_id
LEFT JOIN emr_productknowledge epk ON epk.id = ep.product_knowledge_id
WHERE total.total > 0
GROUP BY REPLACE(epk.name, 'Internal Stock Update ', '')
ORDER BY SUM(total);
```

## Notes

- Stock balance formula per item: `incoming - outgoing_normal - outgoing_error - dispensed`.
- Filters to positive balance only (`WHERE total.total > 0`).
- Both `selected_date` and `location_id` are required variables.
Comment thread
sonzsara marked this conversation as resolved.
- The hard coded destination id's refer to the entered in error and consumption locations, update if needed

*Last updated: 2026-08-13*