feat: United Ucard name+DOB eligibility search via chat, duplicate-record handling, Product ID as member ID

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

apps/Backend/src/queue/processors/unitedUcardEligibilityProcessor.ts

@@ -66,12 +66,16 @@ export interface UnitedUcardEligibilityProcessorResult {
 
 async function processUnitedUcardResult(
   userId: number,
-  insuranceId: string,
+  searchedInsuranceId: string,
   formFirstName: string | undefined,
   formLastName: string | undefined,
   formDob: string | undefined,
   seleniumResult: any
 ): Promise<UnitedUcardEligibilityProcessorResult> {
+  // Name-search jobs have no member ID up front; the worker returns the page's Product ID instead.
+  const scrapedId =
+    typeof seleniumResult?.memberId === "string" ? seleniumResult.memberId.replace(/\s+/g, "") : "";
+  const insuranceId = searchedInsuranceId || scrapedId;
   const output: UnitedUcardEligibilityProcessorResult = {};
   let createdPdfFileId: number | string | null = null;
 
@@ -82,21 +86,50 @@ async function processUnitedUcardResult(
         ? seleniumResult.patientName.trim()
         : null;
 
-    const { firstName, lastName } = rawName
+    // Name-search jobs (no member ID) always use the names the user typed.
+    const { firstName, lastName } = rawName && searchedInsuranceId
       ? splitName(rawName)
       : { firstName: formFirstName ?? "", lastName: formLastName ?? "" };
 
-    // 2) Create / update patient
-    await createOrUpdatePatientByInsuranceId({
-      insuranceId,
-      firstName,
-      lastName,
-      dob: formDob,
-      userId,
-    });
-
-    // 3) Fetch patient
-    const patient = await storage.getPatientByInsuranceId(insuranceId);
+    // 2-3) Resolve the patient record.
+    // Name + DOB searches have no member ID (the portal masks it), so we can only
+    // update a patient that is already on file — match on first/last name + DOB.
+    let patient: any = null;
+    if (insuranceId) {
+      await createOrUpdatePatientByInsuranceId({
+        insuranceId,
+        firstName,
+        lastName,
+        dob: formDob,
+        userId,
+      });
+      patient = await storage.getPatientByInsuranceId(insuranceId);
+    } else {
+      const dobDate = formDob ? new Date(formDob) : null;
+      const matches = await storage.searchPatients({
+        filters: {
+          firstName: { equals: firstName, mode: "insensitive" },
+          lastName: { equals: lastName, mode: "insensitive" },
+          ...(dobDate && !isNaN(dobDate.getTime()) ? { dateOfBirth: dobDate } : {}),
+        },
+        limit: 1,
+        offset: 0,
+      });
+      patient = matches?.[0] ?? null;
+      if (!patient) {
+        // The portal masks the subscriber ID, so create the patient from the typed name + DOB
+        // (no insuranceId); the Member ID can be added later.
+        patient = await storage.createPatient({
+          firstName,
+          lastName,
+          dateOfBirth: dobDate && !isNaN(dobDate.getTime()) ? dobDate : null,
+          gender: "",
+          phone: "",
+          userId,
+        } as any);
+        log("uniteducard-processor", "created patient from name search", { patientId: patient?.id });
+      }
+    }
     if (!patient?.id) {
       output.patientUpdateStatus = "Patient not found; no update performed";
       return output;
@@ -115,7 +148,7 @@ async function processUnitedUcardResult(
       typeof seleniumResult?.memberId === "string"
         ? seleniumResult.memberId.replace(/\s+/g, "")
         : null;
-    if (scrapedMemberId && scrapedMemberId !== insuranceId) {
+    if (insuranceId && scrapedMemberId && scrapedMemberId !== insuranceId) {
       statusUpdates.insuranceId = scrapedMemberId;
       log("uniteducard-processor", "member ID changed, overwriting on patient record", {
         patientId: patient.id,