feat: add United Ucard claim worker and fix batch-column site-key routing

Adds a "United Ucard Claim" button (claims/preauth insurance form) that submits through a full Selenium pipeline mirroring the Tufts SCO claim worker: frontend handler -> backend route/queue processor -> Python agent, reusing the persistent login/OTP session from the existing United Ucard eligibility check. Implements the UHC Dental claim wizard end-to-end (Provider Information, Patient Information search/select, Claim Information procedures + questions, Upload Documents, Review and Sign, Submit); the final confirmation-page PDF/claim-number capture is still a TODO stub pending that page's DOM. Also wires United Ucard into the AI chatbot's eligibility flow (insuranceAliases.json, siteKeyToAutoCheck, clarification options), and fixes a bug where the AI-column batch claim feature silently defaulted United Ucard patients to MassHealth because batchColumnDeriveSiteKey had no matching branch and no job-dispatch case for UNITED_UCARD. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-14 23:27:39 -04:00
parent f30016e674
commit e570a0aa13
15 changed files with 1695 additions and 2 deletions
@@ -100,6 +100,7 @@ interface ClaimFormProps {
  onHandleForDDMASeleniumClaim: (data: ClaimFormData) => void;
  onHandleForUnitedDHSeleniumClaim: (data: ClaimFormData) => void;
  onHandleForTuftsSCOSeleniumClaim: (data: ClaimFormData) => void;
+  onHandleForUnitedUcardSeleniumClaim: (data: ClaimFormData) => void;
  onClose: () => void;
  isLicensed?: boolean;
 }
@@ -122,6 +123,7 @@ export function ClaimForm({
  onHandleForDDMASeleniumClaim,
  onHandleForUnitedDHSeleniumClaim,
  onHandleForTuftsSCOSeleniumClaim,
+  onHandleForUnitedUcardSeleniumClaim,
  onSubmit,
  onClose,
  isLicensed = false,
@@ -804,6 +806,7 @@ export function ClaimForm({
    if (p.includes("delta ins") || p === "deltains") return "DeltaIns";
    if (p.includes("tufts") || p.includes("dentaquest") || p === "tuftssco") return "TuftsSCO";
    if ((p.includes("united") && p.includes("sco")) || p === "unitedsco") return "UnitedSCO";
+    if (p.includes("ucard") || p.includes("onehealthcareid") || p.includes("one healthcare id")) return "UnitedUcard";
    if (p.includes("bcbs") || p.includes("blue cross")) return "BCBS";
    if (p.includes("united aapr") || p === "unitedaapr") return "UnitedAAPR";
    if (p.includes("aetna")) return "Aetna";
@@ -1396,6 +1399,82 @@ export function ClaimForm({
    onClose();
  };

+  // United Ucard Claim: saves to DB then submits via Selenium
+  const handleUnitedUcardClaim = async (formToUse?: ClaimFormData & { uploadedFiles?: File[] }) => {
+    const f = formToUse ?? form;
+    const missingFields: string[] = [];
+    if (!f.memberId?.trim()) missingFields.push("Member ID");
+    if (!f.dateOfBirth?.trim()) missingFields.push("Date of Birth");
+    if (!patient?.firstName?.trim()) missingFields.push("First Name");
+    if (missingFields.length > 0) {
+      toast({
+        title: "Missing Required Fields",
+        description: `Please fill out the following field(s): ${missingFields.join(", ")}`,
+        variant: "destructive",
+      });
+      return;
+    }
+
+    const filteredServiceLines = (f.serviceLines || []).filter(
+      (line) => (line.procedureCode ?? "").trim() !== "",
+    );
+    if (filteredServiceLines.length === 0) {
+      toast({
+        title: "No procedure codes",
+        description: "Please add at least one procedure code before submitting the claim.",
+        variant: "destructive",
+      });
+      return;
+    }
+
+    const appointmentIdToUse = appointmentId ?? null;
+
+    const { uploadedFiles, insuranceSiteKey, npiProvider, ...formToCreateClaim } = f;
+
+    const claimFilesMeta: ClaimFileMeta[] = mergeWithExistingAttachments(
+      uploadedFiles?.length ? await uploadAttachmentsToLocalFolder(uploadedFiles) : [],
+    );
+
+    const selectedNpiProviderId = npiProvider?.npiNumber
+      ? npiProviders.find((p) => p.npiNumber === npiProvider.npiNumber)?.id ?? null
+      : null;
+
+    let createdClaim: any;
+    try {
+      createdClaim = await onSubmit({
+        ...formToCreateClaim,
+        serviceLines: filteredServiceLines,
+        staffId: appointmentStaffId ?? Number(staff?.id),
+        patientId,
+        insuranceProvider: "United Ucard",
+        appointmentId: appointmentIdToUse,
+        claimFiles: claimFilesMeta,
+        ...(selectedNpiProviderId ? { npiProviderId: selectedNpiProviderId } : {}),
+      });
+    } catch (err: any) {
+      toast({
+        title: "Failed to save claim",
+        description: err?.message || "An error occurred saving the claim.",
+        variant: "destructive",
+      });
+      return;
+    }
+
+    onHandleForUnitedUcardSeleniumClaim({
+      ...f,
+      serviceLines: filteredServiceLines,
+      staffId: appointmentStaffId ?? Number(staff?.id),
+      patientId,
+      insuranceProvider: "United Ucard",
+      appointmentId: appointmentIdToUse,
+      insuranceSiteKey: "UNITED_UCARD",
+      claimId: createdClaim.id,
+      claimFiles: claimFilesMeta,
+    });
+
+    onClose();
+  };
+
  const handleClaimAll = () => {
    const siteKey = (form.insuranceSiteKey || deriveInsuranceSiteKey(form.insuranceProvider || "")).toUpperCase();
    if (siteKey === "MH" || siteKey === "MASSHEALTH") {
@@ -2524,6 +2603,14 @@ export function ClaimForm({
                      >
                        Tufts Claim
                      </Button>
+                      <Button
+                        className="w-40 bg-cyan-600 hover:bg-cyan-700 text-white"
+                        onClick={() => runWithPriceCheck(handleUnitedUcardClaim)}
+                        disabled={!isLicensed}
+                        title={!isLicensed ? "License required" : undefined}
+                      >
+                        United Ucard Claim
+                      </Button>
                      <Button
                        className="w-36 bg-emerald-600 hover:bg-emerald-700 text-white"
                        onClick={() => runWithPriceCheck(handleClaimSaved)}
@@ -138,6 +138,7 @@ const INSURANCE_TYPE_OPTIONS: { value: string; label: string }[] = [
  { value: "ddma", label: "DDMA" },
  { value: "delta-ins", label: "Delta Dental" },
  { value: "united-sco", label: "United SCO" },
+  { value: "united-ucard", label: "United Ucard" },
  { value: "tufts-sco", label: "Tufts SCO" },
  { value: "cca", label: "CCA" },
 ];
@@ -85,6 +85,9 @@ export default function ClaimsPage() {
  const [tuftsSCOClaimOtpOpen, setTuftsSCOClaimOtpOpen] = useState(false);
  const [tuftsSCOClaimOtpSubmitting, setTuftsSCOClaimOtpSubmitting] = useState(false);
  const tuftsSCOClaimSessionIdRef = useRef<string | null>(null);
+  const [unitedUcardClaimOtpOpen, setUnitedUcardClaimOtpOpen] = useState(false);
+  const [unitedUcardClaimOtpSubmitting, setUnitedUcardClaimOtpSubmitting] = useState(false);
+  const unitedUcardClaimSessionIdRef = useRef<string | null>(null);
  const [tuftsSCOPreAuthOtpOpen, setTuftsSCOPreAuthOtpOpen] = useState(false);
  const [tuftsSCOPreAuthOtpSubmitting, setTuftsSCOPreAuthOtpSubmitting] = useState(false);
  const tuftsSCOPreAuthSessionIdRef = useRef<string | null>(null);
@@ -902,6 +905,71 @@ export default function ClaimsPage() {
    }
  };

+  const handleUnitedUcardClaimOtpSubmit = async (otp: string) => {
+    const sessionId = unitedUcardClaimSessionIdRef.current;
+    if (!sessionId) return;
+    try {
+      setUnitedUcardClaimOtpSubmitting(true);
+      const resp = await apiRequest("POST", "/api/claims/uniteducard-claim/selenium/submit-otp", {
+        session_id: sessionId,
+        otp,
+        socketId,
+      });
+      const data = await resp.json();
+      if (!resp.ok || data.error) throw new Error(data.error || "Failed to submit OTP");
+      setUnitedUcardClaimOtpOpen(false);
+      dispatch(setTaskStatus({ key: "claimSubmit", status: "pending", message: "OTP submitted. Continuing United Ucard claim..." }));
+    } catch (err: any) {
+      toast({ title: "Failed to submit OTP", description: err?.message || "Error submitting OTP", variant: "destructive" });
+    } finally {
+      setUnitedUcardClaimOtpSubmitting(false);
+    }
+  };
+
+  // United Ucard claim selenium handler
+  const handleUnitedUcardClaimSubmitSelenium = async (data: any) => {
+    try {
+      dispatch(setTaskStatus({ key: "claimSubmit", status: "pending", message: "Submitting United Ucard claim..." }));
+      const response = await apiRequest("POST", "/api/claims/uniteducard-claim", {
+        data,
+        socketId,
+      });
+      const result = await response.json();
+      if (result.error) throw new Error(result.error);
+      pendingClaimMeta.current = { patientId: selectedPatientId, groupKey: "INSURANCE_CLAIM" };
+      setPendingClaimJobId(result.jobId);
+
+      const jobId = result.jobId;
+      const onSessionStarted = (ev: any) => {
+        if (String(ev?.jobId) !== String(jobId)) return;
+        unitedUcardClaimSessionIdRef.current = ev.session_id ?? null;
+      };
+      const onOtpRequired = (ev: any) => {
+        if (String(ev?.jobId) !== String(jobId)) return;
+        if (ev.session_id) unitedUcardClaimSessionIdRef.current = ev.session_id;
+        setUnitedUcardClaimOtpOpen(true);
+        dispatch(setTaskStatus({ key: "claimSubmit", status: "pending", message: "OTP required for United Ucard. Please enter the code." }));
+      };
+      const onDone = (ev: any) => {
+        if (String(ev?.jobId) !== String(jobId)) return;
+        socket.off("selenium:uniteducard_claim_started", onSessionStarted);
+        socket.off("selenium:otp_required", onOtpRequired);
+        socket.off("job:update", onDone);
+        setUnitedUcardClaimOtpOpen(false);
+        unitedUcardClaimSessionIdRef.current = null;
+      };
+      socket.on("selenium:uniteducard_claim_started", onSessionStarted);
+      socket.on("selenium:otp_required", onOtpRequired);
+      socket.on("job:update", onDone);
+
+      dispatch(setTaskStatus({ key: "claimSubmit", status: "pending", message: "United Ucard claim queued. Awaiting Selenium..." }));
+      toast({ title: "United Ucard Claim queued", description: "Selenium is opening the claim form.", variant: "default" });
+    } catch (error: any) {
+      dispatch(setTaskStatus({ key: "claimSubmit", status: "error", message: error.message || "United Ucard claim failed" }));
+      toast({ title: "United Ucard Claim error", description: error.message || "An error occurred.", variant: "destructive" });
+    }
+  };
+
  // CCA pre-auth selenium handler
  const handleCCAPreAuthSubmitSelenium = async (data: any) => {
    const formData = new FormData();
@@ -1293,6 +1361,7 @@ export default function ClaimsPage() {
          onHandleForUnitedDHSeleniumClaim={handleUnitedDHClaimSubmitSelenium}
          onHandleForTuftsSCOSeleniumPreAuth={handleTuftsSCOPreAuthSubmitSelenium}
          onHandleForTuftsSCOSeleniumClaim={handleTuftsSCOClaimSubmitSelenium}
+          onHandleForUnitedUcardSeleniumClaim={handleUnitedUcardClaimSubmitSelenium}
          isLicensed={isLicensed}
        />
      )}
@@ -1387,6 +1456,45 @@ export default function ClaimsPage() {
        </div>
      )}

+      {/* United Ucard Claim OTP Modal */}
+      {unitedUcardClaimOtpOpen && (
+        <div className="fixed inset-0 z-50 flex items-center justify-center bg-black/40">
+          <div className="bg-white dark:bg-slate-900 rounded-xl shadow-lg w-full max-w-md p-6">
+            <div className="flex items-center justify-between mb-4">
+              <h2 className="text-lg font-semibold">Enter OTP — United Ucard Claim</h2>
+              <button type="button" onClick={() => setUnitedUcardClaimOtpOpen(false)} className="text-slate-500 hover:text-slate-800">✕</button>
+            </div>
+            <p className="text-sm text-slate-500 mb-4">
+              The United Ucard (UHC Dental) portal requires a one-time password (OTP) to continue claim submission.
+            </p>
+            <form onSubmit={(e) => {
+              e.preventDefault();
+              const input = (e.currentTarget.elements.namedItem("otp") as HTMLInputElement);
+              if (input?.value.trim()) handleUnitedUcardClaimOtpSubmit(input.value.trim());
+            }} className="space-y-4">
+              <div className="space-y-2">
+                <label htmlFor="uniteducard-claim-otp" className="text-sm font-medium">OTP</label>
+                <input
+                  id="uniteducard-claim-otp"
+                  name="otp"
+                  placeholder="Enter OTP code"
+                  autoFocus
+                  className="w-full border rounded-md px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-primary"
+                />
+              </div>
+              <div className="flex justify-end gap-3">
+                <button type="button" onClick={() => setUnitedUcardClaimOtpOpen(false)} disabled={unitedUcardClaimOtpSubmitting}
+                  className="px-4 py-2 text-sm border rounded-md hover:bg-slate-50 disabled:opacity-50">Cancel</button>
+                <button type="submit" disabled={unitedUcardClaimOtpSubmitting}
+                  className="px-4 py-2 text-sm bg-primary text-white rounded-md hover:bg-primary/90 disabled:opacity-50">
+                  {unitedUcardClaimOtpSubmitting ? "Submitting..." : "Submit OTP"}
+                </button>
+              </div>
+            </form>
+          </div>
+        </div>
+      )}
+
      {/* United/DentalHub PreAuth OTP Modal */}
      {unitedDHPreAuthOtpOpen && (
        <div className="fixed inset-0 z-50 flex items-center justify-center bg-black/40">