melissa-uploader/engine.ps1

# Core upload engine - called by run.ps1 with an entity directory path
param(
    [Parameter(Mandatory=$true)]
    [string]$EntityDir
)

$scriptRoot = Split-Path -Parent $PSCommandPath
$winscpDll  = Join-Path $scriptRoot "WinSCP\WinSCPnet.dll"
$today      = Get-Date -Format "yyyyMMdd"

# -- Logging setup ------------------------------------------------------------
$logsDir    = Join-Path $scriptRoot "Logs"
if (-not (Test-Path $logsDir)) { New-Item -ItemType Directory -Path $logsDir | Out-Null }
$logFile    = Join-Path $logsDir "$today.log"

$settingsFile = Join-Path $scriptRoot "settings.json"
$logLevel   = "normal"
if (Test-Path $settingsFile) {
    $settings = Get-Content $settingsFile -Raw | ConvertFrom-Json
    if ($settings.log_level) { $logLevel = $settings.log_level.ToLower() }
}

function Write-Log($level, $message) {
    $ts   = Get-Date -Format "yyyy-MM-dd HH:mm:ss"
    $line = "[$ts] [$($level.ToUpper())] $message"
    Add-Content -Path $logFile -Value $line
    if ($level -eq "error") {
        Write-Host $line -ForegroundColor Red
    } elseif ($logLevel -eq "debug") {
        Write-Host $line -ForegroundColor DarkGray
    }
}

function Write-Info($message) {
    $ts   = Get-Date -Format "yyyy-MM-dd HH:mm:ss"
    $line = "[$ts] [INFO ] $message"
    Add-Content -Path $logFile -Value $line
}

function Write-Debug($message) {
    if ($logLevel -eq "debug") {
        $ts   = Get-Date -Format "yyyy-MM-dd HH:mm:ss"
        $line = "[$ts] [DEBUG] $message"
        Add-Content -Path $logFile -Value $line
    }
}

# -- WinSCP -------------------------------------------------------------------
if (-not (Test-Path $winscpDll)) {
    Write-Host "ERROR: WinSCP not found. Run setup.bat first." -ForegroundColor Red
    Write-Log "error" "WinSCP DLL not found at $winscpDll"
    exit 1
}

# Unblock every run, regardless of how the WinSCP folder got here - Windows
# tags files as untrusted ("Mark of the Web") if they were ever downloaded or
# copied from a network share/zip, which blocks Add-Type from loading them.
Get-ChildItem -Path (Join-Path $scriptRoot "WinSCP") -Recurse -File |
    Unblock-File -ErrorAction SilentlyContinue

try {
    Add-Type -Path $winscpDll
} catch {
    Write-Host "ERROR: Could not load WinSCPnet.dll - $($_.Exception.Message)" -ForegroundColor Red
    Write-Host "Try deleting the WinSCP\ folder and running setup.bat again." -ForegroundColor Yellow
    Write-Log "error" "Add-Type failed for $winscpDll : $($_.Exception.Message)"
    exit 1
}

# -- Entity config -------------------------------------------------------------
$entityConfigFile = Join-Path $EntityDir "entity.json"
if (-not (Test-Path $entityConfigFile)) {
    Write-Host "ERROR: entity.json not found in $EntityDir" -ForegroundColor Red
    Write-Log "error" "entity.json not found in $EntityDir"
    exit 1
}

$entityConfig = Get-Content $entityConfigFile -Raw | ConvertFrom-Json

# Add any missing keys to entity.json as null so they never have to be typed
# by hand (a null value means "not used - ignore"). Writes the file back only
# when something was actually added.
$configTemplate = [ordered]@{
    workflow            = $null
    insurance_file_type = $null
    ftps = [ordered]@{ host = $null; port = $null; tls = $null; username = $null; password = $null; tiff_path = $null; pdf_path = $null }
    sftp = [ordered]@{ host = $null; port = $null; username = $null; password = $null; patient_path = $null }
}
$addedKeys = @()
foreach ($topKey in $configTemplate.Keys) {
    if ($null -eq $entityConfig.PSObject.Properties[$topKey]) {
        $value = if ($configTemplate[$topKey] -is [System.Collections.Specialized.OrderedDictionary]) {
            [PSCustomObject]$configTemplate[$topKey]
        } else { $configTemplate[$topKey] }
        $entityConfig | Add-Member -NotePropertyName $topKey -NotePropertyValue $value
        $addedKeys += $topKey
    } elseif ($configTemplate[$topKey] -is [System.Collections.Specialized.OrderedDictionary]) {
        foreach ($subKey in $configTemplate[$topKey].Keys) {
            if ($null -eq $entityConfig.$topKey.PSObject.Properties[$subKey]) {
                $entityConfig.$topKey | Add-Member -NotePropertyName $subKey -NotePropertyValue $null
                $addedKeys += "$topKey.$subKey"
            }
        }
    }
}
if ($addedKeys.Count -gt 0) {
    $entityConfig | ConvertTo-Json -Depth 10 | Set-Content -Path $entityConfigFile -Encoding UTF8
    Write-Host "Added missing key(s) to entity.json (as null = ignored): $($addedKeys -join ', ')" -ForegroundColor Yellow
    Write-Info "CONFIG added missing keys to entity.json: $($addedKeys -join ',')"
}

$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

if (-not (Test-Path $export1)) {
    Write-Host "ERROR: Export1 folder not found in $EntityDir" -ForegroundColor Red
    Write-Log "error" "Export1 not found in $EntityDir"
    exit 1
}

Write-Host ""
Write-Host "Entity: $entityName | Workflow: $workflow | File type: .$insuranceExt | Date: $today | Log: $logLevel" -ForegroundColor Cyan
Write-Host ("=" * 60)
Write-Info "=== START entity=$entityName workflow=$workflow filetype=$insuranceExt ==="

# -- Helpers ------------------------------------------------------------------
function Merge-Config($base, $override) {
    if (-not $override) { return $base }
    $merged = $base | ConvertTo-Json -Depth 10 | ConvertFrom-Json
    foreach ($section in $override.PSObject.Properties) {
        if ($section.Name -like "_*") { continue }
        $baseSection = $merged.PSObject.Properties[$section.Name]
        if ($null -eq $baseSection) {
            $merged | Add-Member -NotePropertyName $section.Name -NotePropertyValue $section.Value
        } elseif ($section.Value -is [System.Management.Automation.PSCustomObject]) {
            foreach ($prop in $section.Value.PSObject.Properties) {
                $merged.$($section.Name) | Add-Member -NotePropertyName $prop.Name -NotePropertyValue $prop.Value -Force
            }
        } else {
            $merged.$($section.Name) = $section.Value
        }
    }
    return $merged
}

function Expand-Path($template, $practice) {
    return $template -replace '\{practice\}', $practice
}

function Get-MissingFields($section, $sectionName, $fieldNames) {
    $missing = @()
    foreach ($f in $fieldNames) {
        if (-not $section -or [string]::IsNullOrWhiteSpace([string]$section.$f)) {
            $missing += "$sectionName.$f"
        }
    }
    return $missing
}

function Get-ArchiveDir($parent, $name) {
    $found = Get-ChildItem -Path $parent -Directory |
             Where-Object { $_.Name -ieq $name } | Select-Object -First 1
    if ($found) { return $found.FullName }
    $path = Join-Path $parent $name
    New-Item -ItemType Directory -Path $path | Out-Null
    return $path
}

# Host values may be pasted as URLs, e.g. "SFTP://server.com/" - pull out the
# scheme (decides the protocol) and the bare hostname.
function Get-HostInfo($rawHost) {
    $h = ([string]$rawHost).Trim()
    $scheme = $null
    if ($h -imatch '^(\w+)://') {
        $scheme = $Matches[1].ToLower()
        $h = $h -replace '^\w+://', ''
    }
    $h = $h.Split('/')[0]
    return @{ Scheme = $scheme; HostName = $h }
}

# -- Upload via FTPS -----------------------------------------------------------
function Invoke-FTPSUpload($ftpConfig, $files, $remotePath, $entity, $practice) {
    $hostInfo = Get-HostInfo $ftpConfig.host
    $opts = New-Object WinSCP.SessionOptions
    if ($hostInfo.Scheme -eq "sftp") {
        $opts.Protocol   = [WinSCP.Protocol]::Sftp
        $opts.PortNumber = if ($ftpConfig.port) { [int]$ftpConfig.port } else { 22 }
        $opts.GiveUpSecurityAndAcceptAnySshHostKey = $true
    } else {
        $useTls = ($ftpConfig.tls -eq $true) -or ($hostInfo.Scheme -eq "ftps")
        $opts.Protocol   = [WinSCP.Protocol]::Ftp
        $opts.FtpSecure  = if ($useTls) { [WinSCP.FtpSecure]::Explicit } else { [WinSCP.FtpSecure]::None }
        $opts.PortNumber = if ($ftpConfig.port) { [int]$ftpConfig.port } else { 21 }
        if ($useTls) { $opts.GiveUpSecurityAndAcceptAnyTlsHostCertificate = $true }
    }
    $opts.HostName    = $hostInfo.HostName
    $opts.UserName    = $ftpConfig.username
    $opts.Password    = $ftpConfig.password

    $session = New-Object WinSCP.Session
    if ($logLevel -eq "debug") {
        $session.SessionLogPath = Join-Path $logsDir "${today}_winscp_debug.log"
    }

    $ok = 0; $fail = 0
    try {
        Write-Debug "Connect: $($opts.Protocol) $($hostInfo.HostName):$($opts.PortNumber) user=$($ftpConfig.username)"
        $session.Open($opts)
        foreach ($file in $files) {
            $remote = $remotePath.TrimEnd("/") + "/" + $file.Name
            try {
                $result = $session.PutFiles($file.FullName, $remote)
                $result.Check()
                Write-Host "      $($file.Name) ... ok" -ForegroundColor Green
                Write-Info "FTPS OK   entity=$entity practice=$practice file=$($file.Name) remote=$remote"
                $ok++
            } catch {
                $err = $_.Exception.Message
                Write-Host "      $($file.Name) ... FAILED" -ForegroundColor Red
                Write-Log "error" "FTPS FAIL entity=$entity practice=$practice file=$($file.Name) remote=$remote error=$err"
                $fail++
            }
        }
    } catch {
        $err = $_.Exception.Message
        Write-Log "error" "FTPS connect FAILED entity=$entity practice=$practice host=$($ftpConfig.host) error=$err"
        Write-Host "    Connection failed: $err" -ForegroundColor Red
        $fail += $files.Count
    } finally {
        $session.Dispose()
    }
    return @{ Ok = $ok; Fail = $fail }
}

# -- Upload via SFTP -----------------------------------------------------------
function Invoke-SFTPUpload($sftpConfig, $files, $remotePath, $entity, $practice) {
    $hostInfo = Get-HostInfo $sftpConfig.host
    $opts = New-Object WinSCP.SessionOptions
    $opts.Protocol   = [WinSCP.Protocol]::Sftp
    $opts.HostName   = $hostInfo.HostName
    $opts.PortNumber = if ($sftpConfig.port) { [int]$sftpConfig.port } else { 22 }
    $opts.UserName   = $sftpConfig.username
    $opts.Password   = $sftpConfig.password
    $opts.GiveUpSecurityAndAcceptAnySshHostKey = $true

    $session = New-Object WinSCP.Session
    if ($logLevel -eq "debug") {
        $session.SessionLogPath = Join-Path $logsDir "${today}_winscp_debug.log"
    }

    $ok = 0; $fail = 0
    try {
        Write-Debug "SFTP connect: $($sftpConfig.host) user=$($sftpConfig.username)"
        $session.Open($opts)
        foreach ($file in $files) {
            $remote = $remotePath.TrimEnd("/") + "/" + $file.Name
            try {
                $result = $session.PutFiles($file.FullName, $remote)
                $result.Check()
                Write-Host "      $($file.Name) ... ok" -ForegroundColor Green
                Write-Info "SFTP OK   entity=$entity practice=$practice file=$($file.Name) remote=$remote"
                $ok++
            } catch {
                $err = $_.Exception.Message
                Write-Host "      $($file.Name) ... FAILED" -ForegroundColor Red
                Write-Log "error" "SFTP FAIL entity=$entity practice=$practice file=$($file.Name) remote=$remote error=$err"
                $fail++
            }
        }
    } catch {
        $err = $_.Exception.Message
        Write-Log "error" "SFTP connect FAILED entity=$entity practice=$practice host=$($sftpConfig.host) error=$err"
        Write-Host "    Connection failed: $err" -ForegroundColor Red
        $fail += $files.Count
    } finally {
        $session.Dispose()
    }
    return @{ Ok = $ok; Fail = $fail }
}

# -- Main loop -----------------------------------------------------------------
$totalOk = 0; $totalFail = 0
$practices = Get-ChildItem -Path $export1 -Directory

if ($practices.Count -eq 0) {
    Write-Host "No practice folders found in Export1." -ForegroundColor Yellow
    Write-Info "No practice folders found in $export1"
    exit 0
}

foreach ($practice in $practices) {
    $pracName = $practice.Name
    Write-Host ""
    Write-Host "  [ $pracName ]" -ForegroundColor Cyan
    Write-Info "--- practice=$pracName ---"

    $overrideFile = Join-Path $practice.FullName "practice.json"
    $override     = if (Test-Path $overrideFile) { Get-Content $overrideFile -Raw | ConvertFrom-Json } else { $null }
    $config       = Merge-Config $entityConfig $override
    if ($override) { Write-Debug "practice.json override loaded for $pracName" }

    # tiff_path is the current name; insurance_path is accepted as a fallback
    # so older config files keep working.
    if ($config.ftps -and -not $config.ftps.PSObject.Properties["tiff_path"] -and $config.ftps.PSObject.Properties["insurance_path"]) {
        $config.ftps | Add-Member -NotePropertyName "tiff_path" -NotePropertyValue $config.ftps.insurance_path
    }

    # -- Insurance + PT STMT -> FTPS -------------------------------------------
    $dateDir = Join-Path $practice.FullName $today
    if (-not (Test-Path $dateDir)) {
        Write-Host "    No $today\ folder - skipping insurance." -ForegroundColor Gray
        Write-Info "SKIP entity=$entityName practice=$pracName reason=no date folder"
    } else {
        $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.tiff_path $pracName
        $pdfPath = Expand-Path $config.ftps.pdf_path $pracName
        $insResult = @{ Ok = 0; Fail = 0 }

        $connMissing = Get-MissingFields $config.ftps "ftps" @("host", "username", "password")
        if (($insFiles.Count -gt 0 -or $ptStmts.Count -gt 0) -and $connMissing.Count -gt 0) {
            Write-Host "    FTPS not configured ($($connMissing -join ', ') is null/blank) - $($insFiles.Count + $ptStmts.Count) file(s) ignored, left in place." -ForegroundColor Yellow
            Write-Info "IGNORE entity=$entityName practice=$pracName reason=unconfigured fields=$($connMissing -join ',')"
        } else {
            $ignored = 0

            if ($insFiles.Count -gt 0) {
                if ([string]::IsNullOrWhiteSpace([string]$config.ftps.tiff_path)) {
                    Write-Host "    ftps.tiff_path is null/blank - $($insFiles.Count) insurance file(s) ignored, left in place." -ForegroundColor Yellow
                    Write-Info "IGNORE entity=$entityName practice=$pracName reason=tiff_path null count=$($insFiles.Count)"
                    $ignored += $insFiles.Count
                } else {
                    Write-Host "    Insurance ($($insFiles.Count)) -> $insPath" -ForegroundColor White
                    $r = Invoke-FTPSUpload $config.ftps $insFiles $insPath $entityName $pracName
                    $insResult.Ok += $r.Ok; $insResult.Fail += $r.Fail
                }
            }
            if ($ptStmts.Count -gt 0) {
                if ([string]::IsNullOrWhiteSpace([string]$config.ftps.pdf_path)) {
                    Write-Host "    ftps.pdf_path is null/blank - $($ptStmts.Count) PT STMT file(s) ignored, left in place." -ForegroundColor Yellow
                    Write-Info "IGNORE entity=$entityName practice=$pracName reason=pdf_path null count=$($ptStmts.Count)"
                    $ignored += $ptStmts.Count
                } else {
                    Write-Host "    PT STMT ($($ptStmts.Count)) -> $pdfPath" -ForegroundColor White
                    $r = Invoke-FTPSUpload $config.ftps $ptStmts $pdfPath $entityName $pracName
                    $insResult.Ok += $r.Ok; $insResult.Fail += $r.Fail
                }
            }

            $totalUploaded = $insFiles.Count + $ptStmts.Count - $ignored
            if ($insResult.Fail -eq 0 -and $totalUploaded -gt 0 -and $ignored -eq 0) {
                $archive = Get-ArchiveDir $practice.FullName "Archive sent to FTP"
                Move-Item -Path $dateDir -Destination (Join-Path $archive $today) -Force
                Write-Host "    $today\ archived." -ForegroundColor Green
                Write-Info "ARCHIVE entity=$entityName practice=$pracName folder=$today"
            } elseif ($insResult.Fail -gt 0) {
                Write-Host "    $($insResult.Fail) failed - $today\ left for retry." -ForegroundColor Yellow
            } elseif ($totalUploaded -gt 0 -and $ignored -gt 0) {
                Write-Host "    $today\ NOT archived - $ignored file(s) were ignored (unconfigured path)." -ForegroundColor Yellow
                Write-Info "NOARCHIVE entity=$entityName practice=$pracName reason=$ignored ignored files"
            } elseif ($insFiles.Count + $ptStmts.Count -eq 0) {
                Write-Host "    No .$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
        }
    }

    # -- Patient files -> SFTP -------------------------------------------------
    if ($workflow -eq "insurance+patient") {
        $patientExport = Join-Path $practice.FullName "Patient\Export"
        if (-not (Test-Path $patientExport)) {
            Write-Host "    No Patient\Export folder - skipping patient." -ForegroundColor Gray
            Write-Info "SKIP entity=$entityName practice=$pracName reason=no Patient\Export"
        } else {
            $ptFolder = Get-ChildItem -Path $patientExport -Directory |
                        Where-Object { $_.Name -imatch "PT STMT_$today" } |
                        Select-Object -First 1

            if (-not $ptFolder) {
                Write-Host "    No PT STMT_$today folder - skipping patient." -ForegroundColor Gray
                Write-Info "SKIP entity=$entityName practice=$pracName reason=no PT STMT_$today folder"
            } else {
                $patFiles = Get-ChildItem -Path $ptFolder.FullName -File |
                            Where-Object { $_.Extension -imatch '\.(txt|tif|tiff)$' }

                if ($patFiles.Count -eq 0) {
                    Write-Host "    No txt/tif files in $($ptFolder.Name)\ - skipping." -ForegroundColor Gray
                    Write-Info "SKIP entity=$entityName practice=$pracName reason=no txt/tif files"
                } elseif (($sftpMissing = Get-MissingFields $config.sftp "sftp" @("host", "username", "password", "patient_path")).Count -gt 0) {
                    Write-Host "    Patient upload not configured ($($sftpMissing -join ', ') is null/blank) - $($patFiles.Count) file(s) ignored, left in place." -ForegroundColor Yellow
                    Write-Info "IGNORE entity=$entityName practice=$pracName reason=unconfigured fields=$($sftpMissing -join ',')"
                } else {
                    $patPath = Expand-Path $config.sftp.patient_path $pracName
                    Write-Host "    Patient ($($patFiles.Count)) -> $patPath" -ForegroundColor White
                    $r = Invoke-SFTPUpload $config.sftp $patFiles $patPath $entityName $pracName

                    if ($r.Fail -eq 0) {
                        $patArchive = Get-ArchiveDir $patientExport "Archive Sent to FTP"
                        Move-Item -Path $ptFolder.FullName -Destination (Join-Path $patArchive $ptFolder.Name) -Force
                        Write-Host "    $($ptFolder.Name)\ archived." -ForegroundColor Green
                        Write-Info "ARCHIVE entity=$entityName practice=$pracName folder=$($ptFolder.Name)"
                    } else {
                        Write-Host "    $($r.Fail) failed - left for retry." -ForegroundColor Yellow
                    }

                    $totalOk += $r.Ok; $totalFail += $r.Fail
                }
            }
        }
    }
}

Write-Host ""
Write-Host ("=" * 60)
Write-Info "=== END entity=$entityName ok=$totalOk fail=$totalFail ==="

if ($totalFail -eq 0) {
    Write-Host "Done: $totalOk file(s) uploaded for $entityName." -ForegroundColor Green
} else {
    Write-Host "Done: $totalOk uploaded, $totalFail failed. See Logs\$today.log" -ForegroundColor Yellow
}

exit $(if ($totalFail -gt 0) { 1 } else { 0 })