Add detailed active invoices query with documentation for arike

Care/Accouting/activeinvoices_arike.md

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+# Active Invoices 
+
+> Detailed view of active invoices with patient zone, invoice status breakdown, and charge item details
+
+## Purpose
+
+This query provides a comprehensive overview of active patient accounts and their associated invoices, including invoice status distribution (draft, balanced, issued), financial metrics, and charge item details. It's useful for monitoring outstanding invoices, tracking payment status, and analyzing billing patterns across different zones.
+
+## Parameters
+
+| Parameter | Type | Description | Example |
+|-----------|------|-------------|---------|
+| `date` | DATE | Filters invoices by modification date | `'2025-12-29'` |
+| `zone_filter` | TEXT | Filters by patient zone | `'Zone A'` |
+| `staff_name` | TEXT | Filters by staff member who updated the invoice | `'John'` |
+
+---
+
+## Query
+
+```sql
+WITH patient_tags AS (
+    SELECT
+        p.id AS patient_id,
+        STRING_AGG(CASE WHEN et.parent_id = 55 THEN et.display END, ', ') AS zone
+    FROM emr_patient p
+    LEFT JOIN LATERAL unnest(p.instance_tags) AS tag_id ON TRUE
+    LEFT JOIN emr_tagconfig et ON et.id = tag_id
+        AND et.deleted = FALSE
+        AND et.parent_id = 55
+    GROUP BY p.id
+)
+
+SELECT
+    acc.name AS account_name,
+    p.meta -> 'identifiers' -> 0 ->> 'value' AS adm_number,  
+    pt.zone,
+    COUNT(inv.id) AS number_of_invoices,
+    SUM(CASE WHEN inv.status = 'draft' THEN 1 ELSE 0 END) AS draft_count,
+    SUM(CASE WHEN inv.status = 'balanced' THEN 1 ELSE 0 END) AS balanced_count,
+    SUM(CASE WHEN inv.status = 'issued' THEN 1 ELSE 0 END) AS issued_count,
+    acc.total_balance AS total_due,
+    acc.total_paid AS total_paid,
+    acc.total_gross AS billed_gross,
+    inv.modified_date,
+    inv.number::text AS invoice_numbers,
+    u.first_name AS staff_name,
+    SUM(inv.total_net) AS invoice_amount_due,
+    cic.charge_items_names AS all_charge_item_names 
+
+FROM emr_account acc
+LEFT JOIN emr_patient p ON p.id = acc.patient_id 
+LEFT JOIN emr_invoice inv ON inv.account_id = acc.id
+LEFT JOIN users_user u ON u.id = inv.updated_by_id
+
+-- Unnest each invoice's charge items array and get charge item names
+LEFT JOIN LATERAL (
+    SELECT STRING_AGG(cid.title, ', ') AS charge_items_names
+    FROM unnest(inv.charge_items) AS chargeitem_id
+    JOIN emr_chargeitem ci ON ci.id = chargeitem_id
+    JOIN emr_chargeitemdefinition cid ON ci.charge_item_definition_id = cid.id
+) cic ON TRUE
+
+LEFT JOIN patient_tags pt ON pt.patient_id = acc.patient_id
+
+WHERE
+    acc.status = 'active'
+    AND acc.facility_id = 2
+    -- [[AND {{date}}]]
+    -- [[AND (pt.zone) = ({{zone_filter}})]]
+    -- [[AND {{staff_name}}]]
+
+GROUP BY
+    acc.id,
+    acc.name,
+    acc.total_balance,
+    acc.total_paid,
+    acc.total_gross,
+    pt.zone,
+    u.first_name,
+    inv.modified_date,
+    p.meta,
+    inv.number,
+    cic.charge_items_names
+
+ORDER BY acc.name;
+```
+
+## Notes
+
+- Query is filtered to `facility_id = 2` - update this value as needed
+- Only includes active accounts (status = 'active')
+- Patient zones are extracted from tags with parent_id = 55
+- Uses LATERAL joins to unnest JSONB arrays for tags and charge items
+
+
+*Last updated: 2025-12-29*