Public Access
Initial build: engine, run scripts, WinSCP setup, example configs
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# Core upload engine — called by run.ps1 with an entity directory path
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param(
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[Parameter(Mandatory=$true)]
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[string]$EntityDir
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)
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$scriptRoot = Split-Path -Parent $PSCommandPath
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$winscpDll = Join-Path $scriptRoot "WinSCP\WinSCPnet.dll"
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$today = Get-Date -Format "yyyyMMdd"
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if (-not (Test-Path $winscpDll)) {
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Write-Host ""
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Write-Host "ERROR: WinSCP not found. Run setup.bat first." -ForegroundColor Red
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exit 1
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}
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Add-Type -Path $winscpDll
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$entityConfigFile = Join-Path $EntityDir "entity.json"
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if (-not (Test-Path $entityConfigFile)) {
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Write-Host "ERROR: entity.json not found in $EntityDir" -ForegroundColor Red
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exit 1
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}
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$entityConfig = Get-Content $entityConfigFile -Raw | ConvertFrom-Json
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$workflow = $entityConfig.workflow
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$export1 = Join-Path $EntityDir "Export1"
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$entityName = Split-Path -Leaf $EntityDir
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if (-not (Test-Path $export1)) {
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Write-Host "ERROR: Export1 folder not found in $EntityDir" -ForegroundColor Red
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exit 1
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}
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Write-Host ""
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Write-Host "Entity: $entityName | Workflow: $workflow | Date: $today" -ForegroundColor Cyan
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Write-Host ("=" * 60)
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# Merge a practice-level override on top of the entity config
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function Merge-Config($base, $override) {
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if (-not $override) { return $base }
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$json = $base | ConvertTo-Json -Depth 10
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$merged = $json | ConvertFrom-Json
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foreach ($section in $override.PSObject.Properties) {
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if ($null -ne $merged.PSObject.Properties[$section.Name]) {
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foreach ($prop in $section.Value.PSObject.Properties) {
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$merged.$($section.Name).$($prop.Name) = $prop.Value
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}
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}
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}
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return $merged
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}
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# Replace {practice} token in a remote path template
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function Expand-Path($template, $practice) {
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return $template -replace '\{practice\}', $practice
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}
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# Find archive subfolder by name (case-insensitive), create if missing
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function Get-ArchiveDir($parent, $name) {
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$found = Get-ChildItem -Path $parent -Directory |
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Where-Object { $_.Name -ieq $name } |
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Select-Object -First 1
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if ($found) { return $found.FullName }
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$path = Join-Path $parent $name
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New-Item -ItemType Directory -Path $path | Out-Null
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return $path
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}
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# Upload a list of files to a remote path via FTPS/FTP using WinSCP
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function Invoke-FTPSUpload($ftpConfig, $files, $remotePath) {
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$opts = New-Object WinSCP.SessionOptions
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$opts.Protocol = [WinSCP.Protocol]::Ftp
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$opts.FtpSecure = if ($ftpConfig.tls) { [WinSCP.FtpSecure]::Explicit } else { [WinSCP.FtpSecure]::None }
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$opts.HostName = $ftpConfig.host
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$opts.PortNumber = if ($ftpConfig.port) { [int]$ftpConfig.port } else { 21 }
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$opts.UserName = $ftpConfig.username
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$opts.Password = $ftpConfig.password
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$opts.GiveUpSecurityAndAcceptAnyTlsHostCertificate = $true
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$session = New-Object WinSCP.Session
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$ok = 0; $fail = 0
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try {
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$session.Open($opts)
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foreach ($file in $files) {
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$remote = $remotePath.TrimEnd("/") + "/" + $file.Name
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try {
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$result = $session.PutFiles($file.FullName, $remote)
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$result.Check()
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Write-Host " $($file.Name) ... ok" -ForegroundColor Green
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$ok++
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} catch {
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Write-Host " $($file.Name) ... FAILED: $($_.Exception.Message)" -ForegroundColor Red
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$fail++
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}
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}
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} finally {
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$session.Dispose()
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}
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return @{ Ok = $ok; Fail = $fail }
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}
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# Upload a list of files to a remote path via SFTP using WinSCP
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function Invoke-SFTPUpload($sftpConfig, $files, $remotePath) {
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$opts = New-Object WinSCP.SessionOptions
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$opts.Protocol = [WinSCP.Protocol]::Sftp
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$opts.HostName = $sftpConfig.host
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$opts.PortNumber = if ($sftpConfig.port) { [int]$sftpConfig.port } else { 22 }
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$opts.UserName = $sftpConfig.username
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$opts.Password = $sftpConfig.password
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$opts.GiveUpSecurityAndAcceptAnySshHostKey = $true
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$session = New-Object WinSCP.Session
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$ok = 0; $fail = 0
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try {
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$session.Open($opts)
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foreach ($file in $files) {
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$remote = $remotePath.TrimEnd("/") + "/" + $file.Name
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try {
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$result = $session.PutFiles($file.FullName, $remote)
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$result.Check()
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Write-Host " $($file.Name) ... ok" -ForegroundColor Green
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$ok++
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} catch {
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Write-Host " $($file.Name) ... FAILED: $($_.Exception.Message)" -ForegroundColor Red
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$fail++
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}
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}
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} finally {
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$session.Dispose()
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}
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return @{ Ok = $ok; Fail = $fail }
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}
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$totalOk = 0; $totalFail = 0
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$practices = Get-ChildItem -Path $export1 -Directory
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if ($practices.Count -eq 0) {
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Write-Host "No practice folders found in Export1." -ForegroundColor Yellow
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exit 0
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}
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foreach ($practice in $practices) {
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$pracName = $practice.Name
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Write-Host ""
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Write-Host " [ $pracName ]" -ForegroundColor Cyan
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# Load optional practice-level credential override
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$overrideFile = Join-Path $practice.FullName "practice.json"
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$override = if (Test-Path $overrideFile) { Get-Content $overrideFile -Raw | ConvertFrom-Json } else { $null }
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$config = Merge-Config $entityConfig $override
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# ── INSURANCE + PT STMT → FTPS ──────────────────────────────────────────
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$dateDir = Join-Path $practice.FullName $today
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if (-not (Test-Path $dateDir)) {
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Write-Host " No $today\ folder — skipping insurance upload." -ForegroundColor Gray
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} else {
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$allPdfs = Get-ChildItem -Path $dateDir -Filter "*.pdf" -File
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$ptStmts = $allPdfs | Where-Object { $_.Name -imatch 'pt[\s_]*stmt' }
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$insFiles = $allPdfs | Where-Object { $_.Name -notmatch 'pt[\s_]*stmt' }
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$insPath = Expand-Path $config.ftps.insurance_path $pracName
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$pdfPath = Expand-Path $config.ftps.pdf_path $pracName
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$insResult = @{ Ok = 0; Fail = 0 }
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if ($insFiles.Count -gt 0) {
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Write-Host " Insurance ($($insFiles.Count)) → $insPath" -ForegroundColor White
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$r = Invoke-FTPSUpload $config.ftps $insFiles $insPath
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$insResult.Ok += $r.Ok; $insResult.Fail += $r.Fail
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}
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if ($ptStmts.Count -gt 0) {
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Write-Host " PT STMT PDF ($($ptStmts.Count)) → $pdfPath" -ForegroundColor White
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$r = Invoke-FTPSUpload $config.ftps $ptStmts $pdfPath
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$insResult.Ok += $r.Ok; $insResult.Fail += $r.Fail
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}
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$totalUploaded = $insFiles.Count + $ptStmts.Count
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if ($insResult.Fail -eq 0 -and $totalUploaded -gt 0) {
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$archive = Get-ArchiveDir $practice.FullName "Archive sent to FTP"
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Move-Item -Path $dateDir -Destination (Join-Path $archive $today) -Force
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Write-Host " $today\ archived." -ForegroundColor Green
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} elseif ($insResult.Fail -gt 0) {
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Write-Host " $($insResult.Fail) failed — $today\ left in place for retry." -ForegroundColor Yellow
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} elseif ($totalUploaded -eq 0) {
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Write-Host " No PDFs found in $today\." -ForegroundColor Gray
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}
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$totalOk += $insResult.Ok; $totalFail += $insResult.Fail
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}
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# ── PATIENT FILES → SFTP (only if workflow = insurance+patient) ──────────
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if ($workflow -eq "insurance+patient") {
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$patientExport = Join-Path $practice.FullName "Patient\Export"
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if (-not (Test-Path $patientExport)) {
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Write-Host " No Patient\Export folder — skipping patient upload." -ForegroundColor Gray
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} else {
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$ptFolder = Get-ChildItem -Path $patientExport -Directory |
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Where-Object { $_.Name -imatch "PT STMT_$today" } |
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Select-Object -First 1
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if (-not $ptFolder) {
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Write-Host " No PT STMT_$today folder — skipping patient upload." -ForegroundColor Gray
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} else {
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$patFiles = Get-ChildItem -Path $ptFolder.FullName -File |
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Where-Object { $_.Extension -imatch '\.(txt|tif|tiff)$' }
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if ($patFiles.Count -eq 0) {
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Write-Host " No txt/tif files in $($ptFolder.Name)\ — skipping." -ForegroundColor Gray
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} else {
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$patPath = Expand-Path $config.sftp.patient_path $pracName
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Write-Host " Patient ($($patFiles.Count)) → $patPath" -ForegroundColor White
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$r = Invoke-SFTPUpload $config.sftp $patFiles $patPath
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if ($r.Fail -eq 0) {
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$patArchive = Get-ArchiveDir $patientExport "Archive Sent to FTP"
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Move-Item -Path $ptFolder.FullName -Destination (Join-Path $patArchive $ptFolder.Name) -Force
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Write-Host " $($ptFolder.Name)\ archived." -ForegroundColor Green
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} else {
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Write-Host " $($r.Fail) failed — left in place for retry." -ForegroundColor Yellow
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}
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$totalOk += $r.Ok; $totalFail += $r.Fail
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}
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}
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}
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}
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}
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Write-Host ""
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Write-Host ("=" * 60)
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if ($totalFail -eq 0) {
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Write-Host "Done: $totalOk file(s) uploaded for $entityName." -ForegroundColor Green
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} else {
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Write-Host "Done: $totalOk uploaded, $totalFail failed." -ForegroundColor Yellow
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}
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exit $(if ($totalFail -gt 0) { 1 } else { 0 })
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