Documentation on inventory report

Care/Inventory/inventory_report_pallium.md

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+
+# Inventory Report
+
+> Per-location, per-batch inventory snapshot with purchase value and expiry flagging
+
+## Purpose
+
+Returns a full inventory snapshot with one row per inventory item . Each row shows the stock count, batch number, expiration date, unit purchase price, total purchase value (`stock_count × purchase_price`), and an `expiry_flag` that buckets each batch as **Expired**, **Critical (≤1 month)**, **Warning (≤3 months)**, or normal.
+
+---
+
+## Query
+
+```sql
+SELECT
+    fl.name AS location_name,
+    pk.name AS stock_name,
+    TO_CHAR(p.expiration_date, 'DD/MM/YYYY') AS expiration_date,
+    p.purchase_price,
+    ii.net_content * p.purchase_price AS total_purchase,
+    p.batch ->> 'lot_number' AS batch_number,
+    CASE
+        WHEN p.expiration_date <= CURRENT_DATE THEN 'Expired'
+        WHEN p.expiration_date <= CURRENT_DATE + INTERVAL '1 month'  THEN 'Critical - Expires in 1 month'
+        WHEN p.expiration_date <= CURRENT_DATE + INTERVAL '3 months' THEN 'Warning - Expires in 3 months'
+        ELSE ''
+    END AS expiry_flag,
+    ii.net_content AS stock_count
+FROM emr_productknowledge pk
+JOIN emr_product p
+    ON p.product_knowledge_id = pk.id
+JOIN emr_inventoryitem ii
+    ON ii.product_id = p.id
+JOIN emr_facilitylocation fl
+    ON ii.location_id = fl.id
+WHERE fl.deleted = FALSE
+ORDER BY
+    fl.name,
+    pk.name,
+    expiration_date;
+```
+
+
+## Notes
+- Results are ordered by location, then stock name.
+
+*Last updated: 2026-06-29*