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Make insurance file type configurable per entity (pdf vs tif)

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CAMBS, RMI, CONSENSIO, and INLAND always export TIFs into the daily date
folder instead of PDFs, so engine.ps1's hardcoded "*.pdf" filter silently
found nothing to upload (no error, just "No PDFs" for every practice).
Added optional entity.json field "insurance_file_type" (defaults to "pdf"
when omitted, so existing entities are unaffected); the PT STMT split logic
already worked on filename regardless of extension, so no other changes
needed.
This commit is contained in:
blance
2026-07-05 19:45:53 -05:00
parent 86bbe685c7
commit 1c26d85751
3 changed files with 9 additions and 6 deletions
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Entities/EXAMPLE/entity.json
+1
View File
@@ -1,5 +1,6 @@
{
"workflow": "insurance+patient",
"insurance_file_type": "pdf",
"ftps": {
"host": "ftp.example.com",
README.md
+1
View File
@@ -83,6 +83,7 @@ leave its login and every other path alone.
| Setting | What to put |
|---------|------------|
| `workflow` | `insurance` if no patient files, `insurance+patient` if both |
| `insurance_file_type` | Optional, defaults to `pdf`. Set to `tif` for an entity whose imaging system exports the daily insurance/PT STMT files as TIFs instead of PDFs (e.g. CAMBS, RMI, CONSENSIO, INLAND) |
| `ftps.host` | FTP server address |
| `ftps.username` | FTP username (shared across all practices) |
| `ftps.password` | FTP password |
engine.ps1
+7 -6
View File
@@ -63,6 +63,7 @@ if (-not (Test-Path $entityConfigFile)) {
$entityConfig = Get-Content $entityConfigFile -Raw | ConvertFrom-Json
$workflow = $entityConfig.workflow
$insuranceExt = if ($entityConfig.insurance_file_type) { $entityConfig.insurance_file_type.TrimStart(".") } else { "pdf" }
$export1 = Join-Path $EntityDir "Export1"
$entityName = Split-Path -Leaf $EntityDir
@@ -222,9 +223,9 @@ foreach ($practice in $practices) {
Write-Host " No $today\ folder - skipping insurance." -ForegroundColor Gray
Write-Info "SKIP entity=$entityName practice=$pracName reason=no date folder"
} else {
$allPdfs = Get-ChildItem -Path $dateDir -Filter "*.pdf" -File
$ptStmts = $allPdfs | Where-Object { $_.Name -imatch 'pt[\s_]*stmt' }
$insFiles = $allPdfs | Where-Object { $_.Name -notmatch 'pt[\s_]*stmt' }
$allInsuranceFiles = Get-ChildItem -Path $dateDir -Filter "*.$insuranceExt" -File
$ptStmts = $allInsuranceFiles | Where-Object { $_.Name -imatch 'pt[\s_]*stmt' }
$insFiles = $allInsuranceFiles | Where-Object { $_.Name -notmatch 'pt[\s_]*stmt' }
$insPath = Expand-Path $config.ftps.insurance_path $pracName
$pdfPath = Expand-Path $config.ftps.pdf_path $pracName
@@ -236,7 +237,7 @@ foreach ($practice in $practices) {
$insResult.Ok += $r.Ok; $insResult.Fail += $r.Fail
}
if ($ptStmts.Count -gt 0) {
Write-Host " PT STMT PDF ($($ptStmts.Count)) -> $pdfPath" -ForegroundColor White
Write-Host " PT STMT ($($ptStmts.Count)) -> $pdfPath" -ForegroundColor White
$r = Invoke-FTPSUpload $config.ftps $ptStmts $pdfPath $entityName $pracName
$insResult.Ok += $r.Ok; $insResult.Fail += $r.Fail
}
@@ -250,8 +251,8 @@ foreach ($practice in $practices) {
} elseif ($insResult.Fail -gt 0) {
Write-Host " $($insResult.Fail) failed - $today\ left for retry." -ForegroundColor Yellow
} elseif ($totalUploaded -eq 0) {
Write-Host " No PDFs in $today\." -ForegroundColor Gray
Write-Info "SKIP entity=$entityName practice=$pracName reason=no PDFs in date folder"
Write-Host " No .$insuranceExt files in $today\." -ForegroundColor Gray
Write-Info "SKIP entity=$entityName practice=$pracName reason=no .$insuranceExt files in date folder"
}
$totalOk += $insResult.Ok; $totalFail += $insResult.Fail