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Pull request overview
Adds new markdown documentation pages for SSMM reporting queries so they can be used/referenced consistently within the Care/* query-docs structure.
Changes:
- Added a “Doctor Performance Report - SSMM” query documentation page with parameters, SQL, and notes.
- Added a “Total Stock Value Report - SSMM” query documentation page with parameters, SQL (CTEs), and notes.
Reviewed changes
Copilot reviewed 1 out of 1 changed files in this pull request and generated 5 comments.
| File | Description |
|---|---|
| Care/Operations/doctor_performance_report_ssmm.md | Documents a per-doctor/category invoice-charge summary query, including IST handling and net amount calculation notes. |
| Care/Accounting/total_stock_value_report_ssmm.md | Documents an as-of stock valuation query using purchase/dispense/mistake-adjustment CTEs and hardcoded “mistake” location IDs. |
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Jacobjeevan
requested changes
Jul 2, 2026
…n of amounts and enhance readability
Comment on lines
+26
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| emr_invoice.issue_date - INTERVAL '5 hours 30 minutes' AS issue_date, | ||
| TRIM(COALESCE(u.prefix || ' ', '') || u.first_name || ' ' || u.last_name) AS requested, | ||
| SUM(emr_chargeitem.quantity) AS total_quantity, |
| AND emr_invoice.status IN ('issued','balanced') | ||
| --[[AND emr_invoice.issue_date >= {{start_date}} + INTERVAL '5 hours 30 minutes']] | ||
| --[[AND emr_invoice.issue_date < {{end_date}} + INTERVAL '1 day' + INTERVAL '5 hours 30 minutes']] | ||
| --[[AND TRIM(COALESCE(u.prefix || ' ', '') || u.first_name || ' ' || u.last_name) = {{doctor}}]] |
| GROUP BY | ||
| emr_resourcecategory.title, | ||
| emr_invoice.issue_date, | ||
| TRIM(COALESCE(u.prefix || ' ', '') || u.first_name || ' ' || u.last_name) |
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