Claims Scanner Folder Watcher

A desktop application that automatically monitors a folder for scanned claim documents, uploads them via SFTP, and creates workflow records in your claims management system.

🚀 Quick Start

1. Set Up PostgreSQL & SFTP

1. Set Up File Storage:

   • Configure a folder on your VPS or SFTP server
   • Gather your host, username, password, and port details

2. Set Up Database:

   • Connect to your standard PostgreSQL database via pgAdmin or psql
   • Execute the contents of database-schema.sql to create the initial tables

2. Set Up API Server

1. Install API Dependencies:

   npm install --package-lock-only  # Use the api-package.json
   # Or manually install:
   npm install express cors pg dotenv nodemon

2. Configure API Environment:

   • Copy your .env.api file or create a new one for the API
   • Ensure it has your standard Postgres DATABASE_URL

3. Start API Server:

   node api-server.js
   # Or for development:
   npm run dev  # (if using api-package.json)

   The API will run on http://localhost:3000

3. Set Up Desktop Application

1. Install Dependencies:

   npm install

2. Configure Environment:

   • The .env file needs to be configured with your SFTP credentials (SFTP_HOST, etc)
   • Update API_URL if your API is running on a different port

3. Replace Icons (Optional):

   • Replace placeholder files in src/assets/ with actual icons:
     • icon.png (512x512)
     • icon.ico (Windows)
     • icon.icns (macOS)

4. Run the Application:

   npm run dev

📋 How It Works

1. File Detection: Monitors C:\ScannedClaims\ for new files
2. Validation: Checks file size, type, and extracts barcode from filename
3. Upload: Sends files to the VPS via SFTP
4. Database: Creates records in your database via the API
5. Organization: Moves processed files to subfolders

Supported File Types

• TIFF (.tiff, .tif)
• PDF (.pdf)
• JPEG (.jpg, .jpeg)
• PNG (.png)

Barcode Extraction

Files should be named with barcodes like:

• BC001234.pdf
• BC-001234.tiff
• BC_001234.jpg

🛠 Development

Project Structure

/
├── src/
│   ├── main.js              # Electron main process
│   ├── preload.js           # IPC bridge
│   ├── renderer/
│   │   ├── index.html       # UI
│   │   ├── styles.css       # Styles
│   │   └── app.js           # Frontend logic
│   └── services/            # Backend services
├── api-server.js            # Express API
├── database-schema.sql      # Database setup
└── package.json

Building for Production

# Windows
npm run build:win

# macOS
npm run build:mac

# Linux
npm run build:linux

# All platforms
npm run build

🔧 Configuration

Environment Variables

• SFTP_HOST: Your SFTP server URL or IP
• SFTP_USERNAME: Your SFTP username
• SFTP_PASSWORD: Your SFTP password
• API_URL: Your API server URL
• WATCHED_FOLDER: Folder to monitor
• UPLOAD_USER: Identifier for uploads
• LOG_LEVEL: Logging level (info, warn, error)

In-App Settings

• Watched folder path
• Upload retry attempts
• File size limits
• Auto-start behavior

📊 API Endpoints

POST /api/documents/upload

Creates a document record and workflow entry.

Request Body:

{
  "file_name": "BC001234",
  "original_file_name": "BC001234.pdf",
  "file_type": "pdf",
  "file_size_bytes": 1024000,
  "mime_type": "application/pdf",
  "storage_bucket": "claim-documents",
  "storage_path": "dmg-bin/2024/01/BC001234.pdf",
  "storage_url": "https://...",
  "barcode": "BC001234",
  "batch_id": null,
  "scan_date": "2024-01-15T10:30:00.000Z",
  "uploaded_by": "scanner_app",
  "status": "dmg_bin"
}

Response:

{
  "success": true,
  "documentId": "uuid",
  "workflowId": "uuid"
}

🐛 Troubleshooting

Common Issues

1. "Cannot find module 'electron'": Install Electron globally or use npx electron
2. API connection failed: Ensure API server is running on correct port
3. SFTP upload failed: Check server host, credentials, and path permissions
4. File not detected: Check folder permissions and file types

Logs

Application logs are stored in:

• Windows: %APPDATA%/claims-scanner-app/logs/
• macOS: ~/Library/Application Support/claims-scanner-app/logs/
• Linux: ~/.config/claims-scanner-app/logs/

📝 License

MIT License - feel free to use and modify as needed.