Documentation on Internal stock transfer report

Care/Operations/internal_stock_transfer_report_pallium.md

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+
+# Internal Stock Transfer Report
+
+> Line-level report of internal stock transfers between facility locations with batch, expiry, and quantity
+
+## Purpose
+
+Lists supply deliveries at Pallium that move stock **between two facility locations** (origin → destination). Each row shows the supply date, origin and destination locations, the product (with batch / lot number and expiry), and the quantity transferred.
+
+## Parameters
+
+| Parameter | Type | Description | Example |
+|-----------|------|-------------|---------|
+| `date` | DATE / range | Metabase date filter (typically bound to `sd.created_date`) | `'2026-06-01'` |
+| `stock_name` | TEXT | Filter by product / stock name (exact match on `emr_productknowledge.name`) | `'Paracetamol'` |
+
+---
+
+## Query
+
+```sql
+SELECT
+    DATE(sd.created_date) AS supply_date,
+    fl_origin.name AS origin_location,
+    fl_dest.name AS destination_location,
+    p.batch ->> 'lot_number' AS lot_number,
+    p.expiration_date,
+    pk.name AS product_name,
+    sd.supplied_item_quantity AS quantity_delivered
+FROM emr_supplydelivery sd
+JOIN emr_inventoryitem ii
+    ON sd.supplied_inventory_item_id = ii.id
+JOIN emr_product p
+    ON ii.product_id = p.id
+JOIN emr_productknowledge pk
+    ON p.product_knowledge_id = pk.id
+JOIN emr_deliveryorder d
+    ON sd.order_id = d.id
+JOIN emr_facilitylocation fl_origin
+    ON d.origin_id = fl_origin.id
+JOIN emr_facilitylocation fl_dest
+    ON d.destination_id = fl_dest.id
+WHERE sd.status NOT IN ('entered_in_error','abandoned')
+  --[[AND {{date}}]]
+  --[[AND pk.name = {{stock_name}}]]
+ORDER BY supply_date DESC;
+```
+
+## Notes
+
+- **Internal transfer scope:** Joining `emr_deliveryorder` on both `origin_id` and `destination_id` to `emr_facilitylocation` (via `fl_origin` and `fl_dest`) means only deliveries that have both a source and destination facility location are returned — i.e. internal transfers.
+- Results are ordered by most recent `supply_date` first.
+
+*Last updated: 2026-06-29*