From 667ecd808c0b0054b582947b44a1ecb4d54d9033 Mon Sep 17 00:00:00 2001 From: jmulhall00 Date: Tue, 6 Oct 2026 19:24:21 -0400 Subject: [PATCH] Add queued manual review export and import workflow --- reconciler/ManualReviewExport.dtsx | 1214 ++++++++++++++++- reconciler/ManualReviewImport.dtsx | 1823 +++++++++++++++----------- reconciler/WeeklyReconciliation.dtsx | 139 ++ reconciler/reconciler.dtproj | 404 +++++- 4 files changed, 2750 insertions(+), 830 deletions(-) create mode 100644 reconciler/WeeklyReconciliation.dtsx diff --git a/reconciler/ManualReviewExport.dtsx b/reconciler/ManualReviewExport.dtsx index 67845cb..d47cef4 100644 --- a/reconciler/ManualReviewExport.dtsx +++ b/reconciler/ManualReviewExport.dtsx @@ -11,10 +11,60 @@ DTS:LocaleID="1033" DTS:ObjectName="ManualReviewExport" DTS:PackageType="5" - DTS:VersionBuild="2" - DTS:VersionGUID="{047A84FC-5A16-435B-A416-799D3DDDD7E3}"> + DTS:VersionBuild="33" + DTS:VersionGUID="{98FD7D14-0AA2-476F-B1F7-2762A8541125}"> 8 + + + + + + + + @[User::OutputFile] + + + + + + + + + + + @[User::OutputFile] + + + + + 8/25/2026 + + -ExecutionPolicy Bypass -File "S:\datahub\pharmacy\reconciliation\weekly\FormatManualReviewWorkbook.ps1" -WorkbookPath "S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx" + + DTS:DataType="8">S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx 0 + DTS:DataType="8">S:\datahub\pharmacy\reconciliation\weekly\pending + + + + + + + + + + + + SELECT + ReviewGroupID, + ReviewID, + RunID, + PatientID, + DrugID, + RxName, + OmnicellDateTime, + OmnicellQty, + MeditechDateTime, + MeditechItems, + MinutesApart, + ReviewReason, + SuggestedDecision, + ReviewerDecision, + ReviewerNotes, + ReviewedBy +FROM recon.vw_ManualReviewExcel +WHERE RunID = 0 +ORDER BY ReviewGroupID, ReviewID; 8/25/2026 + + S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx + + + + + + + + + + + + + + + + + @[User::FormatArguments] + + + + + + + + + + + + + + + + @[User::ReviewExportSql] + + + + + + SELECT + ReviewGroupID, + ReviewID, + RunID, + PatientID, + DrugID, + RxName, + OmnicellDateTime, + OmnicellQty, + MeditechDateTime, + MeditechItems, + MinutesApart, + ReviewReason, + SuggestedDecision, + ReviewerDecision, + ReviewerNotes, + ReviewedBy +FROM recon.vw_ManualReviewExcel +WHERE RunID = 0 +ORDER BY ReviewGroupID, ReviewID; + 30 + true + + 2 + Microsoft.DataReaderSourceAdapter + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + 'Manual Review$' + + + 0 + false + false + + 2147483647 + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + - + + + + + + @@ -91,13 +1109,185 @@ design-time-name="Package"> + Capacity="16" xmlns="clr-namespace:Microsoft.SqlServer.IntegrationServices.Designer.Model.Serialization;assembly=Microsoft.SqlServer.IntegrationServices.Graph" xmlns:mssgle="clr-namespace:Microsoft.SqlServer.Graph.LayoutEngine;assembly=Microsoft.SqlServer.Graph" xmlns:assembly="http://schemas.microsoft.com/winfx/2006/xaml"> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + DataSourceViewID + + + + + + + DataSourceViewID + + + TableInfoObjectType + Table + + + ]]> \ No newline at end of file diff --git a/reconciler/ManualReviewImport.dtsx b/reconciler/ManualReviewImport.dtsx index e72afff..f450c30 100644 --- a/reconciler/ManualReviewImport.dtsx +++ b/reconciler/ManualReviewImport.dtsx @@ -11,8 +11,8 @@ DTS:LocaleID="1033" DTS:ObjectName="ManualReviewImport" DTS:PackageType="5" - DTS:VersionBuild="13" - DTS:VersionGUID="{FF1A0108-08D6-4A1C-A59C-C8D28E3386AC}"> + DTS:VersionBuild="22" + DTS:VersionGUID="{9BD7A0FF-3AA6-45A3-86BD-A5C6FD2EFF6B}"> 8 @@ -26,786 +26,946 @@ DTS:ConnectionString="Data Source=BRT1-MEDIDR\MEDITECHDR;Initial Catalog=SSIS;Integrated Security=True;Application Name=SSIS-ManualReviewImport-{AC40FEC1-B6B4-4F01-89C4-589B4B5F8A9C}BRT1-MEDIDR\MEDITECHDR.SSIS;" /> + + @[User::CurrentReviewFile] + + + + + @[User::CurrentReviewFile] + DTS:ConnectionString="Provider=Microsoft.ACE.OLEDB.12.0;Data Source=S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx;Extended Properties="EXCEL 12.0 XML;HDR=YES";" /> + + + + + - + + + S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx + + + + + + + + + DTS:ObjectName="For Each Completed Review Workbook"> + + + + + + + + + + - - - - - - - - - - - - - - - - - - - - - - - - "recon"."ManualReviewImport" - 0 - 30 - true - Microsoft.ADONETDestination - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + - - 0 - 'Manual Review$' - - - - 0 - - - - - - - - - + + + "recon"."ManualReviewImport" + 0 + 30 + true + Microsoft.ADONETDestination + + + + + + - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - + hasSideEffects="true" + name="ADO NET Destination Input"> + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + 0 + 'Manual Review$' + + + + 0 + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + - - - - - @@ -817,37 +977,37 @@ design-time-name="Package"> + Capacity="16" xmlns="clr-namespace:Microsoft.SqlServer.IntegrationServices.Designer.Model.Serialization;assembly=Microsoft.SqlServer.IntegrationServices.Graph" xmlns:mssgle="clr-namespace:Microsoft.SqlServer.Graph.LayoutEngine;assembly=Microsoft.SqlServer.Graph" xmlns:assembly="http://schemas.microsoft.com/winfx/2006/xaml"> + Id="Package\For Each Completed Review Workbook\Apply Manual Review Import" + TopLeft="81,208" /> + Id="Package\For Each Completed Review Workbook\Clear Manual Review" + TopLeft="99,47" /> + Id="Package\For Each Completed Review Workbook\Finalize Manual Reviews" + TopLeft="86,292" /> + Id="Package\For Each Completed Review Workbook\Load Manual Review Excel" + TopLeft="86,129" /> + Id="Package\For Each Completed Review Workbook.PrecedenceConstraints[Constraint]" + TopLeft="187.5,89"> + End="0,32.5"> + End="0,32.5" /> @@ -857,19 +1017,45 @@ + Id="Package\For Each Completed Review Workbook.PrecedenceConstraints[Constraint 2]" + TopLeft="185,250"> + End="0,34.5"> + End="0,34.5" /> + + + + + + + + + + + + + + + @@ -879,19 +1065,31 @@ + Id="Package\For Each Completed Review Workbook.PrecedenceConstraints[Constraint 3]" + TopLeft="419.5,170"> + End="-231.5,30.5"> + End="0,15" /> + + + + @@ -900,31 +1098,64 @@ + + + + + + + + + + + + + + + + + design-time-name="Package\For Each Completed Review Workbook\Load Manual Review Excel"> + Capacity="4" xmlns="clr-namespace:Microsoft.SqlServer.IntegrationServices.Designer.Model.Serialization;assembly=Microsoft.SqlServer.IntegrationServices.Graph" xmlns:mssgle="clr-namespace:Microsoft.SqlServer.Graph.LayoutEngine;assembly=Microsoft.SqlServer.Graph" xmlns:assembly="http://schemas.microsoft.com/winfx/2006/xaml" xmlns:mssgm="clr-namespace:Microsoft.SqlServer.Graph.Model;assembly=Microsoft.SqlServer.Graph"> - + + design-time-name="Package\For Each Completed Review Workbook\Load Manual Review Excel\ADO NET Destination"> DataSourceViewID @@ -957,7 +1190,7 @@ + design-time-name="Package\For Each Completed Review Workbook\Load Manual Review Excel\Excel Source"> DataSourceViewID diff --git a/reconciler/WeeklyReconciliation.dtsx b/reconciler/WeeklyReconciliation.dtsx new file mode 100644 index 0000000..a6980a2 --- /dev/null +++ b/reconciler/WeeklyReconciliation.dtsx @@ -0,0 +1,139 @@ + + + 8 + + + 8/25/2026 + + + 8/25/2026 + + + + + + + + + True + ManualReviewExport.dtsx + + + + + + + + True + Package.dtsx + + EndDate + $Package::EndDate + + + StartDate + $Package::StartDate + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +]]> + \ No newline at end of file diff --git a/reconciler/reconciler.dtproj b/reconciler/reconciler.dtproj index ec9bb3f..73cb68e 100644 --- a/reconciler/reconciler.dtproj +++ b/reconciler/reconciler.dtproj @@ -26,13 +26,14 @@ BRT1-RDS01 - AQAAANCMnd8BFdERjHoAwE/Cl+sBAAAAO6XIHfjZM0evaVyi8h5QcgAAAAACAAAAAAADZgAAwAAAABAAAACmLb/Yn1zblCC+gFX/W2SiAAAAAASAAACgAAAAEAAAAErQVSB4osidCNlz6u0kzXiIAAAAcZqPJoSX66tgt0pidfNJUdspfKskg0vah3cXj/IXBuGCX/YGVBvfslP6fHyYAEGpL7j3wNtR+um7rE5mCs+Q0SuXrsnRSUKxdW+i9Y19c3pW9HAgxHIKWIDNlu5uDrTjWqADz/5KZGsdpaTK1hzMun08wKsEF8W44T8L/2f2BzO0hlKvl0ua9xQAAAA5XNWoG7eajLlcHgj/Tx5Wux7eHA== + AQAAANCMnd8BFdERjHoAwE/Cl+sBAAAAO6XIHfjZM0evaVyi8h5QcgAAAAACAAAAAAADZgAAwAAAABAAAABmqbR3I8+jxL0oB+2MHRgDAAAAAASAAACgAAAAEAAAAH9RBUKcyhzhRrJmxGsHhxmIAAAAh66nlyeO/S0yOf4tuPh/eMJ+LIKgs8tMszoZDw4R3S3llzYLAe0PljY7NtqzODvbhSFyFSU5I2GFdEzvhbdBYKmXewg3Yoic5HSlLz8bbti5fxH94zIshiU0Spf/UZCi4Bj/9IDw4+cf6k4Vy6eK5SKLgZzFkHdH6r6Q8Y2CcgPVWr9PV+kC2BQAAACKzIOgR9VWcJUTGQT2oiMMS2MoQA== 1 + @@ -427,10 +428,10 @@ ManualReviewImport 1 0 - 13 + 22 - {FF1A0108-08D6-4A1C-A59C-C8D28E3386AC} + {9BD7A0FF-3AA6-45A3-86BD-A5C6FD2EFF6B} 8 @@ -555,6 +556,21 @@ 18 + + + + + + + + + 0 + 0 + 0 + false + 3 + + @@ -581,22 +597,7 @@ 0 0 0 - Provider=Microsoft.ACE.OLEDB.12.0;Data Source=\\retreathealthcare.org\network\Users\Home\jmulhall\Desktop\manual_review_run10_completed.xlsx;Extended Properties="EXCEL 12.0 XML;HDR=YES"; - 18 - - - - - - - - - - - 0 - 0 - 0 - \\retreathealthcare.org\network\Users\Home\jmulhall\Desktop\manual_review_run10_completed.xlsx + Provider=Microsoft.ACE.OLEDB.12.0;Data Source=S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx;Extended Properties="EXCEL 12.0 XML;HDR=YES"; 18 @@ -669,7 +670,7 @@ 0 0 0 - \\retreathealthcare.org\network\Users\Home\jmulhall\Desktop\manual_review_run10_completed.xlsx + S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx 18 @@ -687,6 +688,36 @@ 18 + + + + + + + + + 0 + 0 + 0 + false + 3 + + + + + + + + + + + 0 + 0 + 0 + S:\datahub\pharmacy\reconciliation\weekly\processed + 18 + + @@ -695,16 +726,343 @@ ManualReviewExport 1 0 - 1 + 33 - {5B497A68-1448-4FBE-936D-D09A7C9E4E9F} + {98FD7D14-0AA2-476F-B1F7-2762A8541125} 8 1 - + + + + + + + + + + 0 + 0 + 0 + false + 3 + + + + + + + + + + + 0 + 0 + 0 + Data Source=BRT1-MEDIDR\MEDITECHDR;Initial Catalog=SSIS;Integrated Security=True;Application Name=SSIS-ManualReviewExport-{0887C74C-6F5C-496A-869F-641ED2E71A21}BRT1-MEDIDR\MEDITECHDR.SSIS; + 18 + + + + + + + + + + + 0 + 0 + 0 + false + 3 + + + + + + + + + + + 0 + 0 + 0 + SSIS + 18 + + + + + + + + + + + 0 + 0 + 1 + 18 + + + + + + + + + + + 0 + 0 + 0 + false + 3 + + + + + + + + + + + 0 + 0 + 0 + BRT1-MEDIDR\MEDITECHDR + 18 + + + + + + + + + + + 0 + 0 + 0 + 18 + + + + + + + + + + + 0 + 0 + 0 + false + 3 + + + + + + + + + + + 0 + 0 + 0 + Provider=Microsoft.ACE.OLEDB.12.0;Data Source=S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx;Extended Properties="EXCEL 12.0 XML;HDR=YES"; + 18 + + + + + + + + + + + 0 + 0 + 0 + true + 3 + + + + + + + + + + + 0 + 0 + 0 + 18 + + + + + + + + + + + 0 + 0 + 1 + 18 + + + + + + + + + + + 0 + 0 + 0 + false + 3 + + + + + + + + + + + 0 + 0 + 0 + S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx + 18 + + + + + + + + + + + 0 + 0 + 0 + 18 + + + + + + + + + + + 0 + 0 + 0 + false + 3 + + + + + + + + + + + 0 + 0 + 0 + S:\datahub\pharmacy\reconciliation\weekly\ManualReviewTemplate.xlsx + 18 + + + + + + + + + + + 0 + 0 + 0 + false + 3 + + + + + + + {0882FB19-E678-48C1-B87C-8A21BDD45E9C} + WeeklyReconciliation + 1 + 0 + 2 + + + {60D46D9C-C140-4262-8BC0-F0EC725D9E2E} + 8 + + + 1 + + + + + {30148913-3F64-4734-AF90-D4CFDCDAB9FF} + + + + + 0 + 0 + 0 + 2026-08-25T00:00:00 + 16 + + + + + {75C11A89-495D-4A59-8D3C-A9EE4F568529} + + + + + 0 + 0 + 0 + 2026-08-25T00:00:00 + 16 + + +