fix: DDMA claim checkbox, eligibility patient name, and ID+DOB patient lookup

- Claim step2: robust member checkbox selection with page-wide fallback
- Eligibility: take patient name from 'Benefits for' heading, not subscriber name
- Processor: update the patient just created/matched by ID+DOB, not first ID match

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

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

@@ -167,12 +167,17 @@ export async function createOrUpdatePatientByInsuranceId(options: {
   }
 
   try {
-    await storage.createPatient(patientData);
+    const created = await storage.createPatient(patientData);
     console.log(`[createOrUpdatePatient] patient created successfully for insuranceId="${normalizedId}"`);
+    // Return the record just created — family members share an insuranceId, so an
+    // id-only lookup could return a different member.
+    if (created?.id) return created;
   } catch (dbErr: any) {
     console.error(`[createOrUpdatePatient] DB create failed:`, dbErr?.message ?? dbErr);
     throw dbErr;
   }
 
-  return storage.getPatientByInsuranceId(normalizedId);
+  return dobDate
+    ? storage.getPatientByInsuranceIdAndDob(normalizedId, dobDate)
+    : storage.getPatientByInsuranceId(normalizedId);
 }

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

@@ -119,7 +119,7 @@ async function processDdmaResult(
     }
 
     // 2) Create / update patient
-    await createOrUpdatePatientByInsuranceId({
+    const upsertedPatient = await createOrUpdatePatientByInsuranceId({
       insuranceId,
       firstName,
       lastName,
@@ -129,7 +129,14 @@ async function processDdmaResult(
 
     // 3) Fetch patient (needed for ID)
     const normalizedInsuranceId = insuranceId.replace(/\s+/g, "");
-    const patient = await storage.getPatientByInsuranceId(normalizedInsuranceId);
+    // Use the patient just created/updated (family members share an insuranceId, so an
+    // id-only lookup could return a different member).
+    const dobForLookup = formDob ? new Date(formDob) : null;
+    const patient =
+      upsertedPatient ??
+      (dobForLookup && !isNaN(dobForLookup.getTime())
+        ? await storage.getPatientByInsuranceIdAndDob(normalizedInsuranceId, dobForLookup)
+        : await storage.getPatientByInsuranceId(normalizedInsuranceId));
     log("ddma-processor", `patient lookup after create: ${patient ? `id=${patient.id}` : "NOT FOUND"} for insuranceId="${normalizedInsuranceId}"`);
     if (!patient?.id) {
       output.patientUpdateStatus = "Patient not found; no update performed";

apps/SeleniumService/selenium_DDMA_claimSubmitWorker.py

@@ -397,8 +397,33 @@ class AutomationDDMAClaimSubmit:
                 return "ERROR: step2 failed: no family member rows found"
 
             try:
-                checkbox = target_row.find_element(By.XPATH, ".//i[contains(@class,'fa-check-square')]")
-                checkbox.click()
+                # The unchecked box may render as an <i> icon (fa-square / fa-square-o /
+                # fa-check-square), a native/ARIA checkbox, or just a clickable first cell.
+                checkbox = None
+                for xp in (
+                    ".//i[contains(@class,'fa-check-square') or contains(@class,'fa-square')]",
+                    ".//input[@type='checkbox']",
+                    ".//*[@role='checkbox']",
+                    "./td[1]//i",
+                    "./td[1]//*[self::span or self::label or self::div]",
+                    "./td[1]",
+                ):
+                    found = target_row.find_elements(By.XPATH, xp)
+                    if found:
+                        checkbox = found[0]
+                        break
+                if checkbox is None:
+                    # Icon may render late or outside the <tr> (e.g. a fixed-column table)
+                    checkbox = WebDriverWait(self.driver, 10).until(
+                        EC.presence_of_element_located((
+                            By.XPATH,
+                            "//i[contains(@class,'far') and (contains(@class,'fa-check-square') or contains(@class,'fa-square'))]",
+                        ))
+                    )
+                try:
+                    checkbox.click()
+                except Exception:
+                    self.driver.execute_script("arguments[0].click();", checkbox)
                 print("[DDMA Claim step2] Checked the matching family member row")
             except Exception as e:
                 print(f"[DDMA Claim step2] Warning: Could not click member checkbox: {e}")

apps/SeleniumService/selenium_DDMA_eligibilityCheckWorker.py

@@ -542,9 +542,21 @@ class AutomationDeltaDentalMAEligibilityCheck:
                         return False
                     return True
 
+                # Preferred: the "Benefits for JOSHUA ZHANG" heading names the actual
+                # patient. "Subscriber name:" is the policy holder (e.g. a parent), so
+                # it is only used below if this heading is missing.
+                for line in page_lines:
+                    heading = re.match(r'^benefits\s+for\s+(.+)$', line, re.IGNORECASE)
+                    if heading and looks_like_name(heading.group(1)):
+                        patientName = heading.group(1).strip()
+                        print(f"[DDMA step2] Extracted name from 'Benefits for' heading: '{patientName}'")
+                        break
+
                 # Scan lines for the "Name" label.  When "Name" appears alone we scan
                 # forward past accessibility text to the first plausible name value.
                 for i, line in enumerate(page_lines):
+                    if patientName:
+                        break
                     # Case 1: "Name : Value" or "Name: Value" on the same line
                     # (DDMA's detail page labels this "Subscriber name:", so that
                     # prefix must be accepted rather than excluded)