Stocktakes

	Stocktake #	Stocktake reason	1 ▼ Created date	2 ▼ Completed date	Stock adjustment #	Status
						Completed Not started
No stocktakes match the current filters.

Showing 1–18 of 23 (sample rows from Katana snapshot)

Per page

Project Gaia — static mockup in Filament v3 table idiom. No backend. Sample data: Katana tenant snapshot 2026-04-12.

Stocktakes — field manifest

Field	Filament component	Type	Source	FK target
(row selector)	Checkbox column (BulkAction plumbing)	ui	UI-only; bulk-action bar not visible in capture	—
Stocktake #	TextColumn::searchable(isIndividual)->url()	string doc number	stored: auto-numbered 'STK-' prefix; sequence has gaps (15, 21, 30, 33, 36 … 63)	stocktakes.id
Stocktake reason	TextColumn::searchable(isIndividual)->limit()	string, nullable	stored free text, optional (blank on STK-59); users encode room/category + month; 'Amend STK-15' shows amendment-by-new-stocktake	—
Created date	TextColumn::date()->sortable() (priority 1 DESC)	date	stored: document creation date	—
Completed date	TextColumn::date()->sortable() (priority 2 DESC)	date, nullable	stored: set on completion; blank for 'Not started'; can lag Created by up to 8 days (count spans days)	—
Stock adjustment #	TextColumn::url() (linkage column)	string via FK, nullable	derived: adjustment auto-generated when the stocktake completes; empty until completion	stock_adjustments.id
Status	TextColumn::badge() — green Completed / gray Not started (Katana shows inline dropdown caret → SelectColumn candidate)	enum	stored: values seen Completed, Not started; an in-progress state presumably exists between them	—
Location scope	SelectFilter ('All locations', toolbar-level)	FK filter	stocktakes are per-location documents	locations.id
(column menu ⋮)	— (dropped: Filament toggle-columns icon covers it)	ui	header-only column chooser control in Katana	—
Scope	Select (new-stocktake form) → conditional category chips / item chips	enum (location\|category\|items)	generation-time option — decides which balances become counting lines; not stored on lines	—
Blind count	Toggle (new-stocktake form)	bool (default true)	generation-time option — hides system qty on the printed counting sheet (GMP good practice)	—
Include zero-stock batches	Toggle (new-stocktake form)	bool (default false)	generation-time option — whether empty batches/lots also get a counting line; not stored on lines	—

Engine notes

Completing a stocktake auto-generates a linked Stock adjustment (SA-###): every Completed row has a Stock adjustment # link, the sole Not started row (STK-59) has none — the stocktake is the counting workflow, the stock adjustment is the resulting inventory transaction.
Stock adjustment numbers draw from the same SA- sequence as the Stock adjustments module and reflect when the adjustment was created, not stocktake order (STK-15 → SA-229 vs earlier-numbered STK-33 → SA-221; STK-33's reason "Amend STK-15" shows a stocktake can be amended via a new stocktake).
Completed date ≥ Created date; identical on same-day counts, up to 8 days later on others (STK-63: created 2026-03-17, completed 2026-03-25).
Record count label reads "23 orders" — Katana reuses generic "orders" terminology for stocktake documents.
Default multi-sort: Created date desc (1), Completed date desc (2), shown as numbered sort badges in headers.
Location scoping via toolbar "All locations" — stocktakes are per-location documents.
Units rule: counted quantities are captured in each item's stock UoM (base unit mg / ml / pcs) — the unit rides on the item (admin-locked units table, never typed) and the variance adjustment posts in the same base unit; conversion factors are hard-coded.
New-stocktake form: Scope (location|category|items), Blind count and Include zero-stock batches are generation-time options — they shape which balances become counting lines and how the sheet prints; none are stored on the resulting lines. The Selected-items scope is prefilled when reached from the Inventory bulk "Stocktake" action (stocktakes.html#new).

Stocktake

Not saved

Stocktake #

Editable — next STK- sequence suggested (sequence has gaps).

Created date

Counting can span days — Completed date is set separately (STK-63 took 8 days).

Reason

Free text, optional; tenant convention encodes room/category + month.

Location *

Stocktakes are per-location documents.

Scope

Prefilled from Inventory selection (2 items)

Include zero-stock batches

Blind count

Hides system qty on the printed counting sheet (GMP good practice).

Counting lines are generated one per batch / lot for batch-tracked items; untracked items get one line. Completing the stocktake auto-creates a stock adjustment (next SA number) with this STK # as its reason.

Create & open counting sheet