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>
This commit is contained in:
Claude Sonnet 5
@@ -394,48 +394,183 @@ class AutomationUnitedUcardEligibilityCheck:
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except Exception as e:
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return f"ERROR: Could not enter Service Date: {e}"
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# Member Date of Birth
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try:
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dob_digits = re.sub(r"\D", "", self._format_dob(self.dateOfBirth))
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_fill_field("eligMemDob", dob_digits, "Member DOB")
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except Exception as e:
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return f"ERROR: Could not enter Member Date of Birth: {e}"
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# Attempt 1: Subscriber ID + DOB (default "Search By" radio).
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# Skipped if we have no member ID.
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if self.memberId:
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err = self._search_by_subscriber_id(_fill_field)
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if err:
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return err
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if self._search_succeeded():
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print("[UnitedUcard step1] Eligibility search submitted (Subscriber ID)")
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return "Success"
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print("[UnitedUcard step1] Subscriber ID + DOB search did not return a result")
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else:
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print("[UnitedUcard step1] No memberId provided; going straight to name search")
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# Subscriber ID
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try:
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_fill_field("eligSubsId", self.memberId, "Subscriber ID")
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except Exception as e:
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return f"ERROR: Could not enter Subscriber ID: {e}"
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# Attempt 2: fall back to First Name + Last Name + DOB.
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if not (self.firstName and self.lastName and self.dateOfBirth):
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return "ERROR: Subscriber ID + DOB search failed and first name / last name / DOB are not all available for a name search"
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time.sleep(0.5)
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# Click SEARCH button
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try:
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search_btn = WebDriverWait(self.driver, 10).until(
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EC.presence_of_element_located((By.XPATH,
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"//input[@type='button' and @value='search']"))
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)
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self.driver.execute_script("arguments[0].scrollIntoView({block:'center'});", search_btn)
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time.sleep(0.3)
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try:
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search_btn.click()
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except Exception:
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self.driver.execute_script("arguments[0].click();", search_btn)
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print("[UnitedUcard step1] Clicked SEARCH button")
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except Exception as e:
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return f"ERROR: Could not click SEARCH button: {e}"
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time.sleep(3)
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# TODO: confirm what the results look like (same page update? new
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# tab? modal?) once we see it, then extend step2() accordingly.
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print("[UnitedUcard step1] Eligibility search submitted")
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return "Success"
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print(f"[UnitedUcard step1] Falling back to name search: {self.firstName} {self.lastName}, DOB={self.dateOfBirth}")
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err = self._search_by_name(_fill_field)
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if err:
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return err
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if self._search_succeeded():
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print("[UnitedUcard step1] Eligibility search submitted (Name)")
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return "Success"
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return "ERROR: Eligibility search returned no result by Subscriber ID + DOB or by Name + DOB"
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except Exception as e:
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print(f"[UnitedUcard step1] Exception: {e}")
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return f"ERROR:STEP1 - {e}"
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def _click_search(self):
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search_btn = WebDriverWait(self.driver, 10).until(
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EC.presence_of_element_located((By.XPATH,
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"//input[@type='button' and @value='search']"))
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)
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self.driver.execute_script("arguments[0].scrollIntoView({block:'center'});", search_btn)
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time.sleep(0.3)
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try:
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search_btn.click()
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except Exception:
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self.driver.execute_script("arguments[0].click();", search_btn)
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print("[UnitedUcard step1] Clicked SEARCH button")
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time.sleep(3)
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def _select_search_by(self, value):
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"""Click the 'Search By' radio (value 'searchbyname' or the subscriber ID one)."""
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radio = WebDriverWait(self.driver, 10).until(
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EC.presence_of_element_located((By.CSS_SELECTOR, f"input[type='radio'][name='searchby'][value='{value}']"))
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)
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self.driver.execute_script("arguments[0].scrollIntoView({block:'center'});", radio)
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try:
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radio.click()
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except Exception:
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self.driver.execute_script("arguments[0].click();", radio)
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time.sleep(1)
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print(f"[UnitedUcard step1] Selected Search By radio: {value}")
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def _search_by_subscriber_id(self, _fill_field):
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"""Returns an error string, or None once SEARCH has been clicked."""
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try:
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dob_digits = re.sub(r"\D", "", self._format_dob(self.dateOfBirth))
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_fill_field("eligMemDob", dob_digits, "Member DOB")
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except Exception as e:
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return f"ERROR: Could not enter Member Date of Birth: {e}"
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try:
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_fill_field("eligSubsId", self.memberId, "Subscriber ID")
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except Exception as e:
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return f"ERROR: Could not enter Subscriber ID: {e}"
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time.sleep(0.5)
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try:
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self._click_search()
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except Exception as e:
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return f"ERROR: Could not click SEARCH button: {e}"
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return None
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def _search_by_name(self, _fill_field):
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"""Switch to the 'Name' radio and search by first/last name + DOB.
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Returns an error string, or None once SEARCH has been clicked."""
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try:
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self._select_search_by("searchbyname")
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except Exception as e:
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return f"ERROR: Could not select the Name search radio: {e}"
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# Switching the radio re-renders the form, so re-enter Service Date too.
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try:
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from datetime import date
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_fill_field("serviceDate", date.today().strftime("%m%d%Y"), "Service Date")
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except Exception as e:
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return f"ERROR: Could not enter Service Date: {e}"
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for field_id, value, label in (("eligFname", self.firstName, "First Name"),
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("eligLname", self.lastName, "Last Name")):
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try:
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_fill_field(field_id, value, label)
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except Exception as e:
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return f"ERROR: Could not enter {label}: {e}"
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try:
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dob_digits = re.sub(r"\D", "", self._format_dob(self.dateOfBirth))
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_fill_field("eligMemDob", dob_digits, "Member DOB")
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except Exception as e:
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return f"ERROR: Could not enter Member Date of Birth: {e}"
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time.sleep(0.5)
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try:
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self._click_search()
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except Exception as e:
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return f"ERROR: Could not click SEARCH button: {e}"
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return None
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def _handle_duplicate_records(self):
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"""If the portal lists duplicate member records ("Duplicate records have been
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found."), select the Active one (falling back to the last row) and resubmit.
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Returns True if a record was selected."""
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radios = self.driver.find_elements(By.CSS_SELECTOR, "input[type='radio'][name='refineMemDupliGroup']")
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radios = [r for r in radios if r.is_displayed()]
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if not radios:
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return False
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chosen = None
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for r in radios:
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try:
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row_text = r.find_element(By.XPATH, "./ancestor::tr[1]").text.lower()
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except Exception:
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row_text = ""
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if "active" in row_text and "termed" not in row_text and "inactive" not in row_text:
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chosen = r
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break
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if chosen is None:
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chosen = radios[-1]
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print(f"[UnitedUcard step1] {len(radios)} duplicate records; selecting value={chosen.get_attribute('value')}")
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self.driver.execute_script("arguments[0].scrollIntoView({block:'center'});", chosen)
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try:
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chosen.click()
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except Exception:
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self.driver.execute_script("arguments[0].click();", chosen)
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time.sleep(1.5)
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# Click the "select" button (ng-click="refineSearch()") shown below the duplicate list.
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try:
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select_btn = WebDriverWait(self.driver, 10).until(
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EC.element_to_be_clickable((By.XPATH,
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"//input[@type='button' and @value='select' and contains(@ng-click,'refineSearch')]"))
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)
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self.driver.execute_script("arguments[0].scrollIntoView({block:'center'});", select_btn)
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try:
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select_btn.click()
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except Exception:
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self.driver.execute_script("arguments[0].click();", select_btn)
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print("[UnitedUcard step1] Clicked select button for duplicate record")
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except Exception as e:
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print(f"[UnitedUcard step1] Could not click select button: {e}")
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return True
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def _search_succeeded(self):
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"""True once the browser lands on the Eligibility Summary page; False as
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soon as the form shows a "Member not found" error (or after 30s).
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Duplicate-record lists are resolved along the way."""
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deadline = time.time() + 30
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duplicates_handled = False
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while time.time() < deadline:
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try:
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if "eligibility-summary" in self.driver.current_url.lower():
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return True
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body = self.driver.find_element(By.TAG_NAME, "body").text.lower()
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if "member not found" in body:
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print("[UnitedUcard step1] Portal reported: Member not found")
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return False
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if not duplicates_handled and self._handle_duplicate_records():
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duplicates_handled = True
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continue
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except Exception as e:
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print(f"[UnitedUcard step1] Result check error: {e}")
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time.sleep(0.5)
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return False
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def step2(self):
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"""
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Extract patient/eligibility info from the "Eligibility Summary" page
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@@ -462,6 +597,13 @@ class AutomationUnitedUcardEligibilityCheck:
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)
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except Exception:
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pass
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# Wait for the summary content (not just the page shell) before reading/printing it.
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try:
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WebDriverWait(self.driver, 20).until(
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lambda d: "insurance information" in d.find_element(By.TAG_NAME, "body").text.lower()
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)
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except Exception:
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print("[UnitedUcard step2] WARNING: 'Insurance Information' not visible yet; capturing anyway")
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time.sleep(2)
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current_url = self.driver.current_url
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@@ -522,8 +664,21 @@ class AutomationUnitedUcardEligibilityCheck:
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if not name_extracted:
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print("[UnitedUcard step2] WARNING: Could not extract patient name from page; using form values")
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# ── Member ID ────────────────────────────────────────────────
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# The Subscriber ID badge is masked, but "Product ID" is the full ID
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# (the value the Subscriber ID search field accepts, e.g. "D0033034").
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# This page looks the same however the search was done (ID or name),
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# so always prefer it; fall back to the ID we searched with.
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memberId = self.memberId
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pid_match = re.search(r'Product ID:\s*([A-Za-z0-9]+)', page_text)
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if pid_match:
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memberId = pid_match.group(1)
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print(f"[UnitedUcard step2] Member ID from Product ID: {memberId}")
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else:
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print(f"[UnitedUcard step2] WARNING: Product ID not found on page; using searched ID '{memberId}'")
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# ── Capture PDF ──────────────────────────────────────────────
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pdf_path = self._capture_pdf(self.memberId)
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pdf_path = self._capture_pdf(memberId)
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if not pdf_path:
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return {"status": "error", "message": "STEP2 FAILED: Could not generate PDF"}
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@@ -539,10 +694,9 @@ class AutomationUnitedUcardEligibilityCheck:
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"ss_path": pdf_path,
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"pdf_path": pdf_path,
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"patientName": patientName,
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# NOTE: Subscriber ID shown on this page is masked (e.g.
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# "******444"), so we return the ID we searched with rather
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# than a scraped-and-truncated value.
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"memberId": self.memberId,
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# NOTE: the Subscriber ID badge is masked (e.g. "******444"), so
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# we return the page's Product ID (falling back to the searched ID).
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"memberId": memberId,
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}
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except Exception as e:
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