feat(ddma-eligibility) - v1

apps/Backend/.env.example

@@ -2,6 +2,7 @@ NODE_ENV="development"
 HOST=0.0.0.0
 PORT=5000
 FRONTEND_URLS=http://localhost:3000,http://192.168.1.8:3000
+SELENIUM_AGENT_BASE_URL=http://localhost:5002
 JWT_SECRET = 'dentalsecret'
 DB_HOST=localhost
 DB_USER=postgres

apps/Backend/package.json

@@ -27,6 +27,7 @@
     "passport": "^0.7.0",
     "passport-local": "^1.0.0",
     "pdfkit": "^0.17.2",
+    "socket.io": "^4.8.1",
     "ws": "^8.18.0",
     "zod": "^3.24.2",
     "zod-validation-error": "^3.4.0"

apps/Backend/src/index.ts

@@ -1,5 +1,7 @@
 import app from "./app";
 import dotenv from "dotenv";
+import http from "http";
+import { initSocket } from "./socket";
 
 dotenv.config();
 
@@ -11,7 +13,13 @@ const NODE_ENV = (
 const HOST = process.env.HOST || "0.0.0.0";
 const PORT = Number(process.env.PORT) || 5000;
 
-const server = app.listen(PORT, HOST, () => {
+// HTTP server from express app
+const server = http.createServer(app);
+
+// Initialize socket.io on this server
+initSocket(server);
+
+server.listen(PORT, HOST, () => {
   console.log(
     `✅ Server running in ${NODE_ENV} mode at http://${HOST}:${PORT}`
   );

apps/Backend/src/routes/index.ts

@@ -8,6 +8,7 @@ import patientDataExtractionRoutes from "./patientDataExtraction";
 import insuranceCredsRoutes from "./insuranceCreds";
 import documentsRoutes from "./documents";
 import insuranceStatusRoutes from "./insuranceStatus";
+import insuranceStatusDdmaRoutes from "./insuranceStatusDDMA";
 import paymentsRoutes from "./payments";
 import databaseManagementRoutes from "./database-management";
 import notificationsRoutes from "./notifications";
@@ -27,6 +28,7 @@ router.use("/claims", claimsRoutes);
 router.use("/insuranceCreds", insuranceCredsRoutes);
 router.use("/documents", documentsRoutes);
 router.use("/insurance-status", insuranceStatusRoutes);
+router.use("/insurance-status-ddma", insuranceStatusDdmaRoutes);
 router.use("/payments", paymentsRoutes);
 router.use("/database-management", databaseManagementRoutes);
 router.use("/notifications", notificationsRoutes);

apps/Backend/src/routes/insuranceStatusDDMA.ts

@@ -0,0 +1,443 @@
+import { Router, Request, Response } from "express";
+import { storage } from "../storage";
+import {
+  forwardToSeleniumDdmaEligibilityAgent,
+  forwardOtpToSeleniumDdmaAgent,
+  getSeleniumDdmaSessionStatus,
+} from "../services/seleniumDdmaInsuranceEligibilityClient";
+import fs from "fs/promises";
+import path from "path";
+import { emptyFolderContainingFile } from "../utils/emptyTempFolder";
+import forwardToPatientDataExtractorService from "../services/patientDataExtractorService";
+import {
+  InsertPatient,
+  insertPatientSchema,
+} from "../../../../packages/db/types/patient-types";
+import { io } from "../socket";
+
+
+const router = Router();
+
+/** Job context stored in memory by sessionId */
+interface DdmaJobContext {
+  userId: number;
+  insuranceEligibilityData: any; // parsed, enriched (includes username/password)
+}
+
+const ddmaJobs: Record<string, DdmaJobContext> = {};
+
+/** Utility: naive name splitter */
+function splitName(fullName?: string | null) {
+  if (!fullName) return { firstName: "", lastName: "" };
+  const parts = fullName.trim().split(/\s+/).filter(Boolean);
+  const firstName = parts.shift() ?? "";
+  const lastName = parts.join(" ") ?? "";
+  return { firstName, lastName };
+}
+
+/**
+ * Ensure patient exists for given insuranceId.
+ */
+async function createOrUpdatePatientByInsuranceId(options: {
+  insuranceId: string;
+  firstName?: string | null;
+  lastName?: string | null;
+  dob?: string | Date | null;
+  userId: number;
+}) {
+  const { insuranceId, firstName, lastName, dob, userId } = options;
+  if (!insuranceId) throw new Error("Missing insuranceId");
+
+  const incomingFirst = (firstName || "").trim();
+  const incomingLast = (lastName || "").trim();
+
+  let patient = await storage.getPatientByInsuranceId(insuranceId);
+
+  if (patient && patient.id) {
+    const updates: any = {};
+    if (
+      incomingFirst &&
+      String(patient.firstName ?? "").trim() !== incomingFirst
+    ) {
+      updates.firstName = incomingFirst;
+    }
+    if (
+      incomingLast &&
+      String(patient.lastName ?? "").trim() !== incomingLast
+    ) {
+      updates.lastName = incomingLast;
+    }
+    if (Object.keys(updates).length > 0) {
+      await storage.updatePatient(patient.id, updates);
+    }
+    return;
+  } else {
+    const createPayload: any = {
+      firstName: incomingFirst,
+      lastName: incomingLast,
+      dateOfBirth: dob,
+      gender: "",
+      phone: "",
+      userId,
+      insuranceId,
+    };
+    let patientData: InsertPatient;
+    try {
+      patientData = insertPatientSchema.parse(createPayload);
+    } catch (err) {
+      console.warn(
+        "Failed to validate patient payload in ddma insurance flow:",
+        err
+      );
+      const safePayload = { ...createPayload };
+      delete (safePayload as any).dateOfBirth;
+      patientData = insertPatientSchema.parse(safePayload);
+    }
+    await storage.createPatient(patientData);
+  }
+}
+
+/**
+ * When Selenium finishes for a given sessionId, run your patient + PDF pipeline,
+ * and return the final API response shape.
+ */
+async function handleDdmaCompletedJob(
+  sessionId: string,
+  job: DdmaJobContext,
+  seleniumResult: any
+) {
+  let createdPdfFileId: number | null = null;
+  const outputResult: any = {};
+  const extracted: any = {};
+
+  const insuranceEligibilityData = job.insuranceEligibilityData;
+
+  // 1) Extract name from PDF if available
+  if (
+    seleniumResult?.pdf_path &&
+    typeof seleniumResult.pdf_path === "string" &&
+    seleniumResult.pdf_path.endsWith(".pdf")
+  ) {
+    try {
+      const pdfPath = seleniumResult.pdf_path;
+      const pdfBuffer = await fs.readFile(pdfPath);
+
+      const extraction = await forwardToPatientDataExtractorService({
+        buffer: pdfBuffer,
+        originalname: path.basename(pdfPath),
+        mimetype: "application/pdf",
+      } as any);
+
+      if (extraction.name) {
+        const parts = splitName(extraction.name);
+        extracted.firstName = parts.firstName;
+        extracted.lastName = parts.lastName;
+      }
+    } catch (err: any) {
+      outputResult.extractionError =
+        err?.message ?? "Patient data extraction failed";
+    }
+  }
+
+  // 2) Create or update patient
+  const insuranceId = String(insuranceEligibilityData.memberId ?? "").trim();
+  if (!insuranceId) {
+    throw new Error("Missing memberId for ddma job");
+  }
+
+  const preferFirst = extracted.firstName;
+  const preferLast = extracted.lastName;
+
+  await createOrUpdatePatientByInsuranceId({
+    insuranceId,
+    firstName: preferFirst,
+    lastName: preferLast,
+    dob: insuranceEligibilityData.dateOfBirth,
+    userId: job.userId,
+  });
+
+  // 3) Update patient status + PDF upload
+  const patient = await storage.getPatientByInsuranceId(
+    insuranceEligibilityData.memberId
+  );
+
+  if (patient && patient.id !== undefined) {
+    const newStatus =
+      seleniumResult.eligibility === "Y" ? "ACTIVE" : "INACTIVE";
+    await storage.updatePatient(patient.id, { status: newStatus });
+    outputResult.patientUpdateStatus = `Patient status updated to ${newStatus}`;
+
+    if (
+      seleniumResult.pdf_path &&
+      typeof seleniumResult.pdf_path === "string" &&
+      seleniumResult.pdf_path.endsWith(".pdf")
+    ) {
+      const pdfBuffer = await fs.readFile(seleniumResult.pdf_path);
+
+      const groupTitle = "Eligibility Status";
+      const groupTitleKey = "ELIGIBILITY_STATUS";
+
+      let group = await storage.findPdfGroupByPatientTitleKey(
+        patient.id,
+        groupTitleKey
+      );
+      if (!group) {
+        group = await storage.createPdfGroup(
+          patient.id,
+          groupTitle,
+          groupTitleKey
+        );
+      }
+      if (!group?.id) {
+        throw new Error("PDF group creation failed: missing group ID");
+      }
+
+      const created = await storage.createPdfFile(
+        group.id,
+        path.basename(seleniumResult.pdf_path),
+        pdfBuffer
+      );
+      if (created && typeof created === "object" && "id" in created) {
+        createdPdfFileId = Number(created.id);
+      }
+      outputResult.pdfUploadStatus = `PDF saved to group: ${group.title}`;
+    } else {
+      outputResult.pdfUploadStatus =
+        "No valid PDF path provided by Selenium, Couldn't upload pdf to server.";
+    }
+  } else {
+    outputResult.patientUpdateStatus =
+      "Patient not found or missing ID; no update performed";
+  }
+
+  // 4) Cleanup PDF temp folder
+  try {
+    if (seleniumResult && seleniumResult.pdf_path) {
+      await emptyFolderContainingFile(seleniumResult.pdf_path);
+    }
+  } catch (cleanupErr) {
+    console.error(
+      `[ddma-eligibility cleanup failed for ${seleniumResult?.pdf_path}]`,
+      cleanupErr
+    );
+  }
+
+  return {
+    patientUpdateStatus: outputResult.patientUpdateStatus,
+    pdfUploadStatus: outputResult.pdfUploadStatus,
+    pdfFileId: createdPdfFileId,
+  };
+}
+
+/**
+ * Polls Python agent for session status and emits socket events:
+ *  - 'selenium:otp_required' when waiting_for_otp
+ *  - 'selenium:session_update' when completed/error
+ */
+async function pollAgentSessionAndProcess(
+  sessionId: string,
+  socketId?: string
+) {
+  const maxAttempts = 300; // ~5 minutes @ 1s
+  const delayMs = 1000;
+
+  const job = ddmaJobs[sessionId];
+
+  for (let attempt = 0; attempt < maxAttempts; attempt++) {
+    try {
+      const st = await getSeleniumDdmaSessionStatus(sessionId);
+      const status = st?.status;
+
+      if (status === "waiting_for_otp") {
+        if (socketId && io && io.sockets.sockets.get(socketId)) {
+          io.to(socketId).emit("selenium:otp_required", {
+            session_id: sessionId,
+            message: "OTP required. Please enter the OTP.",
+          });
+        }
+        // once waiting_for_otp, we stop polling here; OTP flow continues separately
+        return;
+      }
+
+      if (status === "completed") {
+        // run DB + PDF pipeline
+        let finalResult: any = null;
+        if (job && st.result) {
+          try {
+            finalResult = await handleDdmaCompletedJob(
+              sessionId,
+              job,
+              st.result
+            );
+          } catch (err: any) {
+            finalResult = {
+              error: "Failed to process ddma completed job",
+              detail: err?.message ?? String(err),
+            };
+          }
+        }
+
+        if (socketId && io && io.sockets.sockets.get(socketId)) {
+          io.to(socketId).emit("selenium:session_update", {
+            session_id: sessionId,
+            status: "completed",
+            rawSelenium: st.result,
+            final: finalResult,
+          });
+        }
+        delete ddmaJobs[sessionId];
+        return;
+      }
+
+      if (status === "error" || status === "not_found") {
+        if (socketId && io && io.sockets.sockets.get(socketId)) {
+          io.to(socketId).emit("selenium:session_update", {
+            session_id: sessionId,
+            status,
+            message: st?.message || "Selenium session error",
+          });
+        }
+        delete ddmaJobs[sessionId];
+        return;
+      }
+    } catch (err) {
+      // swallow transient errors and keep polling
+      console.warn("pollAgentSessionAndProcess error", err);
+    }
+
+    await new Promise((r) => setTimeout(r, delayMs));
+  }
+
+  // fallback: timeout
+  if (socketId && io && io.sockets.sockets.get(socketId)) {
+    io.to(socketId).emit("selenium:session_update", {
+      session_id: sessionId,
+      status: "error",
+      message: "Polling timeout while waiting for selenium session",
+    });
+  }
+}
+
+/**
+ * POST /ddma-eligibility
+ * Starts DDMA eligibility Selenium job.
+ * Expects:
+ *  - req.body.data: stringified JSON like your existing /eligibility-check
+ *  - req.body.socketId: socket.io client id
+ */
+router.post(
+  "/ddma-eligibility",
+  async (req: Request, res: Response): Promise<any> => {
+    if (!req.body.data) {
+      return res
+        .status(400)
+        .json({ error: "Missing Insurance Eligibility data for selenium" });
+    }
+
+    if (!req.user || !req.user.id) {
+      return res.status(401).json({ error: "Unauthorized: user info missing" });
+    }
+
+    try {
+      const rawData =
+        typeof req.body.data === "string"
+          ? JSON.parse(req.body.data)
+          : req.body.data;
+
+      const credentials = await storage.getInsuranceCredentialByUserAndSiteKey(
+        req.user.id,
+        rawData.insuranceSiteKey
+      );
+      if (!credentials) {
+        return res.status(404).json({
+          error:
+            "No insurance credentials found for this provider, Kindly Update this at Settings Page.",
+        });
+      }
+
+      const enrichedData = {
+        ...rawData,
+        massddmaUsername: credentials.username,
+        massddmaPassword: credentials.password,
+      };
+
+      const socketId: string | undefined = req.body.socketId;
+
+      const agentResp = await forwardToSeleniumDdmaEligibilityAgent(
+        enrichedData,
+      );
+
+      if (!agentResp || agentResp.status !== "started" || !agentResp.session_id) {
+        return res.status(502).json({
+          error: "Selenium agent did not return a started session",
+          detail: agentResp,
+        });
+      }
+
+      const sessionId = agentResp.session_id as string;
+
+      // Save job context
+      ddmaJobs[sessionId] = {
+        userId: req.user.id,
+        insuranceEligibilityData: enrichedData,
+      };
+
+      // start polling in background to notify client via socket and process job
+      pollAgentSessionAndProcess(sessionId, socketId).catch((e) =>
+        console.warn("pollAgentSessionAndProcess failed", e)
+      );
+
+      // reply immediately with started status
+      return res.json({ status: "started", session_id: sessionId });
+    } catch (err: any) {
+      console.error(err);
+      return res.status(500).json({
+        error: err.message || "Failed to start ddma selenium agent",
+      });
+    }
+  }
+);
+
+/**
+ * POST /selenium/submit-otp
+ * Body: { session_id, otp, socketId? }
+ * Forwards OTP to Python agent and optionally notifies client socket.
+ */
+router.post(
+  "/selenium/submit-otp",
+  async (req: Request, res: Response): Promise<any> => {
+    const { session_id: sessionId, otp, socketId } = req.body;
+    if (!sessionId || !otp) {
+      return res
+        .status(400)
+        .json({ error: "session_id and otp are required" });
+    }
+
+    try {
+      const r = await forwardOtpToSeleniumDdmaAgent(sessionId, otp);
+
+      // notify socket that OTP was accepted (if socketId present)
+      try {
+        const { io } = require("../socket");
+        if (socketId && io && io.sockets.sockets.get(socketId)) {
+          io.to(socketId).emit("selenium:otp_submitted", {
+            session_id: sessionId,
+            result: r,
+          });
+        }
+      } catch (emitErr) {
+        console.warn("Failed to emit selenium:otp_submitted", emitErr);
+      }
+
+      return res.json(r);
+    } catch (err: any) {
+      console.error("Failed to forward OTP:", err?.response?.data || err?.message || err);
+      return res.status(500).json({
+        error: "Failed to forward otp to selenium agent",
+        detail: err?.message || err,
+      });
+    }
+  }
+);
+
+export default router;

apps/Backend/src/services/seleniumDdmaInsuranceEligibilityClient.ts

@@ -0,0 +1,72 @@
+import axios from "axios";
+import dotenv from "dotenv";
+dotenv.config();
+
+export interface SeleniumPayload {
+  data: any;
+  url?: string;
+}
+
+const SELENIUM_AGENT_BASE =
+  process.env.SELENIUM_AGENT_BASE_URL;
+
+export async function forwardToSeleniumDdmaEligibilityAgent(
+  insuranceEligibilityData: any,
+): Promise<any> {
+  const payload: SeleniumPayload = {
+    data: insuranceEligibilityData,
+  };
+
+  const url = `${SELENIUM_AGENT_BASE}/ddma-eligibility`;
+  console.log(url)
+  const result = await axios.post(
+    `${SELENIUM_AGENT_BASE}/ddma-eligibility`,
+    payload,
+    { timeout: 5 * 60 * 1000 }
+  );
+
+  if (!result || !result.data) {
+    throw new Error("Empty response from selenium agent");
+  }
+
+  if (result.data.status === "error") {
+    const errorMsg =
+      typeof result.data.message === "string"
+        ? result.data.message
+        : result.data.message?.msg || "Selenium agent error";
+    throw new Error(errorMsg);
+  }
+
+  return result.data; // { status: "started", session_id }
+}
+
+export async function forwardOtpToSeleniumDdmaAgent(
+  sessionId: string,
+  otp: string
+): Promise<any> {
+  const result = await axios.post(`${SELENIUM_AGENT_BASE}/submit-otp`, {
+    session_id: sessionId,
+    otp,
+  });
+
+  if (!result || !result.data) throw new Error("Empty OTP response");
+  if (result.data.status === "error") {
+    const message =
+      typeof result.data.message === "string"
+        ? result.data.message
+        : JSON.stringify(result.data);
+    throw new Error(message);
+  }
+
+  return result.data;
+}
+
+export async function getSeleniumDdmaSessionStatus(
+  sessionId: string
+): Promise<any> {
+  const result = await axios.get(
+    `${SELENIUM_AGENT_BASE}/session/${sessionId}/status`
+  );
+  if (!result || !result.data) throw new Error("Empty session status");
+  return result.data;
+}

apps/Backend/src/socket.ts

@@ -0,0 +1,53 @@
+import { Server as HttpServer } from "http";
+import { Server, Socket } from "socket.io";
+
+let io: Server | null = null;
+
+export function initSocket(server: HttpServer) {
+  const NODE_ENV = (
+    process.env.NODE_ENV ||
+    process.env.ENV ||
+    "development"
+  ).toLowerCase();
+
+  const rawFrontendUrls =
+    process.env.FRONTEND_URLS || process.env.FRONTEND_URL || "";
+  const FRONTEND_URLS = rawFrontendUrls
+    .split(",")
+    .map((s) => s.trim())
+    .filter(Boolean);
+
+  // In dev: allow all origins
+  // In prod: restrict to FRONTEND_URLS if provided
+  const corsOrigin =
+    NODE_ENV !== "production"
+      ? true
+      : FRONTEND_URLS.length > 0
+      ? FRONTEND_URLS
+      : false; // no origins allowed if none configured in prod
+
+  io = new Server(server, {
+    cors: {
+      origin: corsOrigin,
+      methods: ["GET", "POST"],
+      credentials: true,
+    },
+  });
+
+  io.on("connection", (socket: Socket) => {
+    console.log("🔌 Socket connected:", socket.id);
+
+    socket.on("disconnect", () => {
+      console.log("🔌 Socket disconnected:", socket.id);
+    });
+  });
+
+  // Optional: log low-level engine errors for debugging
+  io.engine.on("connection_error", (err) => {
+    console.error("Socket engine connection_error:", err);
+  });
+
+  return io;
+}
+
+export { io };

apps/Frontend/package.json

@@ -76,6 +76,7 @@
     "react-icons": "^5.4.0",
     "react-resizable-panels": "^2.1.7",
     "recharts": "^2.15.2",
+    "socket.io-client": "^4.8.1",
     "tailwind-merge": "^3.2.0",
     "tailwindcss": "^3.4.17",
     "tailwindcss-animate": "^1.0.7",

apps/Frontend/src/components/insurance-status/ddma-buton-modal.tsx

@@ -0,0 +1,426 @@
+import { useEffect, useRef, useState } from "react";
+import { io as ioClient, Socket } from "socket.io-client";
+import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import { CheckCircle, LoaderCircleIcon, X } from "lucide-react";
+import { useToast } from "@/hooks/use-toast";
+import { apiRequest, queryClient } from "@/lib/queryClient";
+import { useAppDispatch } from "@/redux/hooks";
+import { setTaskStatus } from "@/redux/slices/seleniumEligibilityCheckTaskSlice";
+import { formatLocalDate } from "@/utils/dateUtils";
+import { QK_PATIENTS_BASE } from "@/components/patients/patient-table";
+
+// Use Vite env (set VITE_BACKEND_URL in your frontend .env)
+const SOCKET_URL =
+  import.meta.env.VITE_API_BASE_URL_BACKEND ||
+  (typeof window !== "undefined" ? window.location.origin : "");
+
+// ---------- OTP Modal component ----------
+interface DdmaOtpModalProps {
+  open: boolean;
+  onClose: () => void;
+  onSubmit: (otp: string) => Promise<void> | void;
+  isSubmitting: boolean;
+}
+
+function DdmaOtpModal({ open, onClose, onSubmit, isSubmitting }: DdmaOtpModalProps) {
+  const [otp, setOtp] = useState("");
+
+  useEffect(() => {
+    if (!open) setOtp("");
+  }, [open]);
+
+  if (!open) return null;
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    if (!otp.trim()) return;
+    await onSubmit(otp.trim());
+  };
+
+  return (
+    <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</h2>
+          <button
+            type="button"
+            onClick={onClose}
+            className="text-slate-500 hover:text-slate-800"
+          >
+            <X className="w-4 h-4" />
+          </button>
+        </div>
+        <p className="text-sm text-slate-500 mb-4">
+          We need the one-time password (OTP) sent by the Delta Dental MA portal
+          to complete this eligibility check.
+        </p>
+        <form onSubmit={handleSubmit} className="space-y-4">
+          <div className="space-y-2">
+            <Label htmlFor="ddma-otp">OTP</Label>
+            <Input
+              id="ddma-otp"
+              placeholder="Enter OTP code"
+              value={otp}
+              onChange={(e) => setOtp(e.target.value)}
+              autoFocus
+            />
+          </div>
+          <div className="flex justify-end gap-3">
+            <Button
+              type="button"
+              variant="outline"
+              onClick={onClose}
+              disabled={isSubmitting}
+            >
+              Cancel
+            </Button>
+            <Button type="submit" disabled={isSubmitting || !otp.trim()}>
+              {isSubmitting ? (
+                <>
+                  <LoaderCircleIcon className="w-4 h-4 mr-2 animate-spin" />
+                  Submitting...
+                </>
+              ) : (
+                "Submit OTP"
+              )}
+            </Button>
+          </div>
+        </form>
+      </div>
+    </div>
+  );
+}
+
+// ---------- Main DDMA Eligibility button component ----------
+interface DdmaEligibilityButtonProps {
+  memberId: string;
+  dateOfBirth: Date | null;
+  firstName: string;
+  lastName: string;
+  isFormIncomplete: boolean;
+  /** Called when backend has finished and PDF is ready */
+  onPdfReady: (pdfId: number, fallbackFilename: string | null) => void;
+}
+
+export function DdmaEligibilityButton({
+  memberId,
+  dateOfBirth,
+  firstName,
+  lastName,
+  isFormIncomplete,
+  onPdfReady,
+}: DdmaEligibilityButtonProps) {
+  const { toast } = useToast();
+  const dispatch = useAppDispatch();
+
+  const socketRef = useRef<Socket | null>(null);
+  const connectingRef = useRef<Promise<void> | null>(null);
+
+  const [sessionId, setSessionId] = useState<string | null>(null);
+  const [otpModalOpen, setOtpModalOpen] = useState(false);
+  const [isStarting, setIsStarting] = useState(false);
+  const [isSubmittingOtp, setIsSubmittingOtp] = useState(false);
+
+  // Clean up socket on unmount
+  useEffect(() => {
+    return () => {
+      if (socketRef.current) {
+        socketRef.current.removeAllListeners();
+        socketRef.current.disconnect();
+        socketRef.current = null;
+      }
+      connectingRef.current = null;
+    };
+  }, []);
+
+  // Lazy socket setup: called only when we actually need it (first click)
+  const ensureSocketConnected = async () => {
+    // If already connected, nothing to do
+    if (socketRef.current && socketRef.current.connected) {
+      return;
+    }
+
+    // If a connection is in progress, reuse that promise
+    if (connectingRef.current) {
+      return connectingRef.current;
+    }
+
+    const promise = new Promise<void>((resolve, reject) => {
+      const socket = ioClient(SOCKET_URL, {
+        withCredentials: true,
+      });
+
+      socketRef.current = socket;
+
+      socket.on("connect", () => {
+        console.log("DDMA socket connected:", socket.id);
+        resolve();
+      });
+
+      socket.on("connect_error", (err) => {
+        console.error("DDMA socket connect_error:", err);
+        reject(err);
+      });
+
+      socket.on("disconnect", () => {
+        console.log("DDMA socket disconnected");
+      });
+
+      // OTP required
+      socket.on("selenium:otp_required", (payload: any) => {
+        if (!payload?.session_id) return;
+        setSessionId(payload.session_id);
+        setOtpModalOpen(true);
+        dispatch(
+          setTaskStatus({
+            status: "pending",
+            message:
+              "OTP required for DDMA eligibility. Please enter the OTP.",
+          })
+        );
+      });
+
+      // OTP submitted (optional UX)
+      socket.on("selenium:otp_submitted", (payload: any) => {
+        if (!payload?.session_id || payload.session_id !== sessionId) return;
+        dispatch(
+          setTaskStatus({
+            status: "pending",
+            message: "OTP submitted. Finishing DDMA eligibility check...",
+          })
+        );
+      });
+
+      // Session update
+      socket.on("selenium:session_update", (payload: any) => {
+        const { session_id, status, final } = payload || {};
+        if (!session_id || session_id !== sessionId) return;
+
+        if (status === "completed") {
+          dispatch(
+            setTaskStatus({
+              status: "success",
+              message:
+                "DDMA eligibility updated and PDF attached to patient documents.",
+            })
+          );
+          toast({
+            title: "DDMA eligibility complete",
+            description:
+              "Patient status was updated and the eligibility PDF was saved.",
+            variant: "default",
+          });
+
+          const pdfId = final?.pdfFileId;
+          if (pdfId) {
+            const filename =
+              final?.pdfFilename ?? `eligibility_ddma_${memberId}.pdf`;
+            onPdfReady(Number(pdfId), filename);
+          }
+
+          setSessionId(null);
+          setOtpModalOpen(false);
+        } else if (status === "error") {
+          const msg =
+            payload?.message ||
+            final?.error ||
+            "DDMA eligibility session failed.";
+          dispatch(
+            setTaskStatus({
+              status: "error",
+              message: msg,
+            })
+          );
+          toast({
+            title: "DDMA selenium error",
+            description: msg,
+            variant: "destructive",
+          });
+          setSessionId(null);
+          setOtpModalOpen(false);
+        }
+
+        queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
+      });
+    });
+
+    connectingRef.current = promise;
+
+    try {
+      await promise;
+    } finally {
+      // Once resolved or rejected, allow future attempts if needed
+      connectingRef.current = null;
+    }
+  };
+
+  const startDdmaEligibility = async () => {
+    if (!memberId || !dateOfBirth) {
+      toast({
+        title: "Missing fields",
+        description: "Member ID and Date of Birth are required.",
+        variant: "destructive",
+      });
+      return;
+    }
+
+    const formattedDob = dateOfBirth ? formatLocalDate(dateOfBirth) : "";
+
+    const payload = {
+      memberId,
+      dateOfBirth: formattedDob,
+      firstName,
+      lastName,
+      insuranceSiteKey: "DDMA", // make sure this matches backend credential key
+    };
+
+    try {
+      setIsStarting(true);
+
+      // 1) Ensure socket is connected (lazy)
+      dispatch(
+        setTaskStatus({
+          status: "pending",
+          message: "Opening realtime channel for DDMA eligibility...",
+        })
+      );
+      await ensureSocketConnected();
+
+      const socket = socketRef.current;
+      if (!socket || !socket.connected) {
+        throw new Error("Socket connection failed");
+      }
+
+      const socketId = socket.id;
+
+      // 2) Start the selenium job via backend
+      dispatch(
+        setTaskStatus({
+          status: "pending",
+          message: "Starting DDMA eligibility check via selenium...",
+        })
+      );
+
+      const response = await apiRequest(
+        "POST",
+        "/api/insurance-status-ddma/ddma-eligibility",
+        {
+          data: JSON.stringify(payload),
+          socketId,
+        }
+      );
+
+      const result = await response.json();
+      if (!response.ok || result.error) {
+        throw new Error(result.error || "DDMA selenium start failed");
+      }
+
+      if (result.status === "started" && result.session_id) {
+        setSessionId(result.session_id as string);
+        dispatch(
+          setTaskStatus({
+            status: "pending",
+            message:
+              "DDMA eligibility job started. Waiting for OTP or final result...",
+          })
+        );
+      } else {
+        // fallback if backend returns immediate result
+        dispatch(
+          setTaskStatus({
+            status: "success",
+            message: "DDMA eligibility completed.",
+          })
+        );
+      }
+    } catch (err: any) {
+      console.error("startDdmaEligibility error:", err);
+      dispatch(
+        setTaskStatus({
+          status: "error",
+          message: err?.message || "Failed to start DDMA eligibility",
+        })
+      );
+      toast({
+        title: "DDMA selenium error",
+        description: err?.message || "Failed to start DDMA eligibility",
+        variant: "destructive",
+      });
+    } finally {
+      setIsStarting(false);
+    }
+  };
+
+  const handleSubmitOtp = async (otp: string) => {
+    if (!sessionId || !socketRef.current || !socketRef.current.connected) {
+      toast({
+        title: "Session not ready",
+        description:
+          "Could not submit OTP because the DDMA session or socket is not ready.",
+        variant: "destructive",
+      });
+      return;
+    }
+
+    try {
+      setIsSubmittingOtp(true);
+      const resp = await apiRequest(
+        "POST",
+        "/api/insurance-status-ddma/selenium/submit-otp",
+        {
+          session_id: sessionId,
+          otp,
+          socketId: socketRef.current.id,
+        }
+      );
+      const data = await resp.json();
+      if (!resp.ok || data.error) {
+        throw new Error(data.error || "Failed to submit OTP");
+      }
+
+      // from here we rely on websocket events (otp_submitted + session_update)
+      setOtpModalOpen(false);
+    } catch (err: any) {
+      console.error("handleSubmitOtp error:", err);
+      toast({
+        title: "Failed to submit OTP",
+        description: err?.message || "Error forwarding OTP to selenium agent",
+        variant: "destructive",
+      });
+    } finally {
+      setIsSubmittingOtp(false);
+    }
+  };
+
+  return (
+    <>
+      <Button
+        className="w-full"
+        variant="default"
+        disabled={isFormIncomplete || isStarting}
+        onClick={startDdmaEligibility}
+      >
+        {isStarting ? (
+          <>
+            <LoaderCircleIcon className="h-4 w-4 mr-2 animate-spin" />
+            Processing...
+          </>
+        ) : (
+          <>
+            <CheckCircle className="h-4 w-4 mr-2" />
+            Delta MA Eligibility
+          </>
+        )}
+      </Button>
+
+      <DdmaOtpModal
+        open={otpModalOpen}
+        onClose={() => setOtpModalOpen(false)}
+        onSubmit={handleSubmitOtp}
+        isSubmitting={isSubmittingOtp}
+      />
+    </>
+  );
+}

apps/Frontend/src/pages/insurance-status-page.tsx

@@ -27,6 +27,7 @@ import { DateInput } from "@/components/ui/dateInput";
 import { QK_PATIENTS_BASE } from "@/components/patients/patient-table";
 import { PdfPreviewModal } from "@/components/insurance-status/pdf-preview-modal";
 import { useLocation } from "wouter";
+import { DdmaEligibilityButton } from "@/components/insurance-status/ddma-buton-modal";
 
 export default function InsuranceStatusPage() {
   const { user } = useAuth();
@@ -574,19 +575,25 @@ export default function InsuranceStatusPage() {
             {/* TEMP PROVIDER BUTTONS */}
             <div className="space-y-4 mt-6">
               <h3 className="text-sm font-medium text-muted-foreground">
-                Other provider checks (not working)
+                Other provider checks
               </h3>
 
               {/* Row 1 */}
               <div className="grid grid-cols-1 md:grid-cols-3 gap-4">
-                <Button
+                <DdmaEligibilityButton
-                  className="w-full"
+                  memberId={memberId}
-                  variant="outline"
+                  dateOfBirth={dateOfBirth}
-                  disabled={isFormIncomplete}
+                  firstName={firstName}
-                >
+                  lastName={lastName}
-                  <CheckCircle className="h-4 w-4 mr-2" />
+                  isFormIncomplete={isFormIncomplete}
-                  Delta MA
+                  onPdfReady={(pdfId, fallbackFilename) => {
-                </Button>
+                    setPreviewPdfId(pdfId);
+                    setPreviewFallbackFilename(
+                      fallbackFilename ?? `eligibility_ddma_${memberId}.pdf`
+                    );
+                    setPreviewOpen(true);
+                  }}
+                />
 
                 <Button
                   className="w-full"

apps/SeleniumService/agent.py

@@ -1,4 +1,4 @@
-from fastapi import FastAPI, Request
+from fastapi import FastAPI, Request, HTTPException
 from fastapi.middleware.cors import CORSMiddleware
 import uvicorn
 import asyncio
@@ -7,6 +7,8 @@ from selenium_eligibilityCheckWorker import AutomationMassHealthEligibilityCheck
 from selenium_claimStatusCheckWorker import AutomationMassHealthClaimStatusCheck
 from selenium_preAuthWorker import AutomationMassHealthPreAuth
 import os
+import time
+import helpers_ddma_eligibility as hddma
 
 from dotenv import load_dotenv
 load_dotenv() 
@@ -137,6 +139,79 @@ async def start_workflow(request: Request):
             async with lock:
                 active_jobs -= 1
 
+# Endpoint:5 -  DDMA eligibility (background, OTP)
+
+async def _ddma_worker_wrapper(sid: str, data: dict, url: str):
+    """
+    Background worker that:
+      - acquires semaphore (to keep 1 selenium at a time),
+      - updates active/queued counters,
+      - runs the DDMA flow via helpers.start_ddma_run.
+    """
+    global active_jobs, waiting_jobs
+    async with semaphore:
+        async with lock:
+            waiting_jobs -= 1
+            active_jobs += 1
+        try:
+            await hddma.start_ddma_run(sid, data, url)
+        finally:
+            async with lock:
+                active_jobs -= 1
+
+
+@app.post("/ddma-eligibility")
+async def ddma_eligibility(request: Request):
+    """
+    Starts a DDMA eligibility session in the background.
+    Body: { "data": { ... }, "url"?: string }
+    Returns: { status: "started", session_id: "<uuid>" }
+    """
+    global waiting_jobs
+
+    body = await request.json()
+    data = body.get("data", {})
+
+    # create session
+    sid = hddma.make_session_entry()
+    hddma.sessions[sid]["type"] = "ddma_eligibility"
+    hddma.sessions[sid]["last_activity"] = time.time()
+
+    async with lock:
+        waiting_jobs += 1
+
+    # run in background (queued under semaphore)
+    asyncio.create_task(_ddma_worker_wrapper(sid, data, url="https://providers.deltadentalma.com/onboarding/start/"))
+
+    return {"status": "started", "session_id": sid}
+
+
+@app.post("/submit-otp")
+async def submit_otp(request: Request):
+    """
+    Body: { "session_id": "<sid>", "otp": "123456" }
+    Node / frontend call this when user provides OTP.
+    """
+    body = await request.json()
+    sid = body.get("session_id")
+    otp = body.get("otp")
+    if not sid or not otp:
+        raise HTTPException(status_code=400, detail="session_id and otp required")
+
+    res = hddma.submit_otp(sid, otp)
+    if res.get("status") == "error":
+        raise HTTPException(status_code=400, detail=res.get("message"))
+    return res
+
+
+@app.get("/session/{sid}/status")
+async def session_status(sid: str):
+    s = hddma.get_session_status(sid)
+    if s.get("status") == "not_found":
+        raise HTTPException(status_code=404, detail="session not found")
+    return s
+
+
 # ✅ Status Endpoint
 @app.get("/status")
 async def get_status():

apps/SeleniumService/helpers_ddma_eligibility.py

@@ -0,0 +1,212 @@
+import os
+import time
+import asyncio
+from typing import Dict, Any
+from selenium.webdriver.common.by import By
+from selenium.webdriver.support.ui import WebDriverWait
+from selenium.webdriver.support import expected_conditions as EC
+
+from selenium_DDMA_eligibilityCheckWorker import AutomationDeltaDentalMAEligibilityCheck
+
+# In-memory session store
+sessions: Dict[str, Dict[str, Any]] = {}
+
+SESSION_OTP_TIMEOUT = int(os.getenv("SESSION_OTP_TIMEOUT", "120"))  # seconds
+
+
+def make_session_entry() -> str:
+    """Create a new session entry and return its ID."""
+    import uuid
+    sid = str(uuid.uuid4())
+    sessions[sid] = {
+        "status": "created",     # created -> running -> waiting_for_otp -> otp_submitted -> completed / error
+        "created_at": time.time(),
+        "last_activity": time.time(),
+        "bot": None,             # worker instance
+        "driver": None,          # selenium webdriver
+        "otp_event": asyncio.Event(),
+        "otp_value": None,
+        "result": None,
+        "message": None,
+        "type": None,
+    }
+    return sid
+
+
+async def cleanup_session(sid: str):
+    """Close driver (if any) and remove session entry."""
+    s = sessions.get(sid)
+    if not s:
+        return
+    try:
+        driver = s.get("driver")
+        if driver:
+            try:
+                driver.quit()
+            except Exception:
+                pass
+    finally:
+        sessions.pop(sid, None)
+        print(f"[helpers] cleaned session {sid}")
+
+
+async def _remove_session_later(sid: str, delay: int = 20):
+    await asyncio.sleep(delay)
+    await cleanup_session(sid)
+
+
+async def start_ddma_run(sid: str, data: dict, url: str):
+    """
+    Run the DDMA workflow for a session (WITHOUT managing semaphore/counters).
+    Called by agent.py inside a wrapper that handles queue/counters.
+    """
+    s = sessions.get(sid)
+    if not s:
+        return {"status": "error", "message": "session not found"}
+
+    s["status"] = "running"
+    s["last_activity"] = time.time()
+
+    try:
+        bot = AutomationDeltaDentalMAEligibilityCheck({"data": data})
+        bot.config_driver()
+
+        s["bot"] = bot
+        s["driver"] = bot.driver
+        s["last_activity"] = time.time()
+
+        # Navigate to login URL
+        try:
+            if not url:
+                raise ValueError("URL not provided for DDMA run")
+            bot.driver.maximize_window()
+            bot.driver.get(url)
+            await asyncio.sleep(1)
+        except Exception as e:
+            s["status"] = "error"
+            s["message"] = f"Navigation failed: {e}"
+            await cleanup_session(sid)
+            return {"status": "error", "message": s["message"]}
+
+        # Login
+        login_result = bot.login()
+
+        # OTP required path
+        if isinstance(login_result, str) and login_result == "OTP_REQUIRED":
+            s["status"] = "waiting_for_otp"
+            s["message"] = "OTP required for login"
+            s["last_activity"] = time.time()
+
+            try:
+                await asyncio.wait_for(s["otp_event"].wait(), timeout=SESSION_OTP_TIMEOUT)
+            except asyncio.TimeoutError:
+                s["status"] = "error"
+                s["message"] = "OTP timeout"
+                await cleanup_session(sid)
+                return {"status": "error", "message": "OTP not provided in time"}
+
+            otp_value = s.get("otp_value")
+            if not otp_value:
+                s["status"] = "error"
+                s["message"] = "OTP missing after event"
+                await cleanup_session(sid)
+                return {"status": "error", "message": "OTP missing after event"}
+
+            # Submit OTP in the same Selenium window
+            try:
+                driver = s["driver"]
+                wait = WebDriverWait(driver, 30)
+
+                otp_input = wait.until(
+                    EC.presence_of_element_located(
+                        (By.XPATH, "//input[contains(@aria-lable,'Verification code') or contains(@placeholder,'Enter your verification code')]")
+                    )
+                )
+                otp_input.clear()
+                otp_input.send_keys(otp_value)
+
+                try:
+                    submit_btn = wait.until(
+                        EC.element_to_be_clickable(
+                            (By.XPATH, "//button[@type='button' and @aria-label='Verify']")
+                        )
+                    )
+                    submit_btn.click()
+                except Exception:
+                    otp_input.send_keys("\n")
+
+                s["status"] = "otp_submitted"
+                s["last_activity"] = time.time()
+                await asyncio.sleep(0.5)
+            except Exception as e:
+                s["status"] = "error"
+                s["message"] = f"Failed to submit OTP into page: {e}"
+                await cleanup_session(sid)
+                return {"status": "error", "message": s["message"]}
+
+        elif isinstance(login_result, str) and login_result.startswith("ERROR"):
+            s["status"] = "error"
+            s["message"] = login_result
+            await cleanup_session(sid)
+            return {"status": "error", "message": login_result}
+
+        # Step 1
+        step1_result = bot.step1()
+        if isinstance(step1_result, str) and step1_result.startswith("ERROR"):
+            s["status"] = "error"
+            s["message"] = step1_result
+            await cleanup_session(sid)
+            return {"status": "error", "message": step1_result}
+
+        # Step 2 (PDF)
+        step2_result = bot.step2()
+        if isinstance(step2_result, dict) and step2_result.get("status") == "success":
+            s["status"] = "completed"
+            s["result"] = step2_result
+            s["message"] = "completed"
+            asyncio.create_task(_remove_session_later(sid, 30))
+            return step2_result
+        else:
+            s["status"] = "error"
+            if isinstance(step2_result, dict):
+                s["message"] = step2_result.get("message", "unknown error")
+            else:
+                s["message"] = str(step2_result)
+            await cleanup_session(sid)
+            return {"status": "error", "message": s["message"]}
+
+    except Exception as e:
+        s["status"] = "error"
+        s["message"] = f"worker exception: {e}"
+        await cleanup_session(sid)
+        return {"status": "error", "message": s["message"]}
+
+
+def submit_otp(sid: str, otp: str) -> Dict[str, Any]:
+    """Set OTP for a session and wake waiting runner."""
+    s = sessions.get(sid)
+    if not s:
+        return {"status": "error", "message": "session not found"}
+    if s.get("status") != "waiting_for_otp":
+        return {"status": "error", "message": f"session not waiting for otp (state={s.get('status')})"}
+    s["otp_value"] = otp
+    s["last_activity"] = time.time()
+    try:
+        s["otp_event"].set()
+    except Exception:
+        pass
+    return {"status": "ok", "message": "otp accepted"}
+
+
+def get_session_status(sid: str) -> Dict[str, Any]:
+    s = sessions.get(sid)
+    if not s:
+        return {"status": "not_found"}
+    return {
+        "session_id": sid,
+        "status": s.get("status"),
+        "message": s.get("message"),
+        "created_at": s.get("created_at"),
+        "last_activity": s.get("last_activity"),
+        "result": s.get("result") if s.get("status") == "completed" else None,
+    }

apps/SeleniumService/selenium_DDMA_eligibilityCheckWorker.py

@@ -0,0 +1,272 @@
+from selenium import webdriver
+from selenium.common import TimeoutException
+from selenium.webdriver.chrome.service import Service
+from selenium.webdriver.common.by import By
+from selenium.webdriver.support.ui import WebDriverWait
+from selenium.webdriver.support import expected_conditions as EC
+from webdriver_manager.chrome import ChromeDriverManager
+import time
+import os
+import shutil
+import stat
+
+class AutomationDeltaDentalMAEligibilityCheck:    
+    def __init__(self, data):
+        self.headless = False
+        self.driver = None
+
+        self.data = data.get("data", {}) if isinstance(data, dict) else {}
+
+
+        # Flatten values for convenience
+        self.memberId = self.data.get("memberId", "")
+        self.dateOfBirth = self.data.get("dateOfBirth", "")
+        self.massddma_username = self.data.get("massddmaUsername", "")
+        self.massddma_password = self.data.get("massddmaPassword", "")
+
+        self.download_dir = os.path.abspath("seleniumDownloads")
+        os.makedirs(self.download_dir, exist_ok=True)
+    
+
+    def config_driver(self):
+        options = webdriver.ChromeOptions()
+        if self.headless:
+            options.add_argument("--headless")
+
+        # Add PDF download preferences
+        prefs = {
+            "download.default_directory": self.download_dir,
+            "plugins.always_open_pdf_externally": True,
+            "download.prompt_for_download": False,
+            "download.directory_upgrade": True
+        }
+        options.add_experimental_option("prefs", prefs)
+
+        s = Service(ChromeDriverManager().install())
+        driver = webdriver.Chrome(service=s, options=options)
+        self.driver = driver
+
+    def login(self):
+        """
+        Attempts login and detects OTP.
+        Returns:
+          - "Success" -> logged in
+          - "OTP_REQUIRED" -> page requires OTP (we do NOT block here)
+          - "ERROR:..." -> error occurred
+        """
+        wait = WebDriverWait(self.driver, 30)
+        try:
+            email_field = wait.until(EC.presence_of_element_located((By.XPATH, "//input[@name='username' and @type='text']")))
+            email_field.clear()
+            email_field.send_keys(self.massddma_username)
+
+            password_field = wait.until(EC.presence_of_element_located((By.XPATH, "//input[@name='password' and @type='password']")))
+            password_field.clear()
+            password_field.send_keys(self.massddma_password)
+            
+             # Click Remember me checkbox
+            remember_me_checkbox = wait.until(EC.element_to_be_clickable(
+                (By.XPATH, "//label[.//span[contains(text(),'Remember me')]]")
+            ))
+            remember_me_checkbox.click()
+            
+            login_button = wait.until(EC.element_to_be_clickable((By.XPATH, "//button[@type='button' and @aria-label='Sign in']")))
+            login_button.click()
+
+
+            # 1) Detect OTP presence (adjust the XPath/attributes to the actual site)
+            try:
+                otp_candidate = WebDriverWait(self.driver, 30).until(
+                    EC.presence_of_element_located(
+                        (By.XPATH, "//input[contains(@aria-lable,'Verification code') or contains(@placeholder,'Enter your verification code')]")
+                    )
+                )
+                if otp_candidate:
+                    print("[DDMA worker] OTP input detected -> OTP_REQUIRED")
+                    return "OTP_REQUIRED"
+            except TimeoutException:
+                pass
+
+            # 2) Detect successful login by presence of a known post-login element
+            try:
+                logged_in_el = WebDriverWait(self.driver, 5).until(
+                    EC.presence_of_element_located((By.XPATH, "//a[text()='Member Eligibility' or contains(., 'Member Eligibility')]"))
+                )
+                if logged_in_el:
+                    return "Success"
+            except TimeoutException:
+                # last chance: see if URL changed
+                if "dashboard" in self.driver.current_url or "providers" in self.driver.current_url:
+                    return "Success"
+
+            return "ERROR:LOGIN FAILED - unable to detect success or OTP"
+        except Exception as e:
+            print(f"[DDMA worker] login exception: {e}")
+            return f"ERROR:LOGIN FAILED: {e}"
+
+    def step1(self):
+        wait = WebDriverWait(self.driver, 30)
+
+        try:
+            eligibility_link = wait.until(
+            EC.element_to_be_clickable((By.XPATH, "//a[text()='Member Eligibility']"))
+            )
+            eligibility_link.click()
+
+            time.sleep(3)
+
+            # Fill Member ID
+            member_id_input = wait.until(EC.presence_of_element_located((By.XPATH, '//*[@id="Text1"]')))
+            member_id_input.clear()
+            member_id_input.send_keys(self.memberId)
+
+            # Fill DOB parts
+            try:
+                dob_parts = self.dateOfBirth.split("-")
+                year = dob_parts[0]           # "1964"
+                month = dob_parts[1].zfill(2) # "04"
+                day = dob_parts[2].zfill(2)   # "17"
+            except Exception as e:
+                print(f"Error parsing DOB: {e}")
+                return "ERROR: PARSING DOB"
+
+            wait.until(EC.presence_of_element_located((By.XPATH, '//*[@id="Text2"]'))).send_keys(month)
+            wait.until(EC.presence_of_element_located((By.XPATH, '//*[@id="Text3"]'))).send_keys(day)
+            wait.until(EC.presence_of_element_located((By.XPATH, '//*[@id="Text4"]'))).send_keys(year)
+
+            # Click Continue button
+            continue_btn = wait.until(EC.element_to_be_clickable((By.XPATH, '//input[@type="submit" and @value="Add Member"]')))
+            continue_btn.click()
+            
+            # Check for error message
+            try:
+                error_msg = WebDriverWait(self.driver, 5).until(EC.presence_of_element_located(
+                    (By.XPATH, "//td[@class='text_err_msg' and contains(text(), 'Invalid Medicaid ID or Date of Birth')]")
+                ))
+                if error_msg:
+                    print("Error: Invalid Member ID or Date of Birth.")
+                    return  "ERROR: INVALID MEMBERID OR DOB"
+            except TimeoutException:
+                pass
+
+            return "Success"
+
+        except Exception as e: 
+            print(f"Error while step1 i.e Cheking the MemberId and DOB in: {e}")
+            return "ERROR:STEP1"
+
+    
+    def step2(self):
+        def wait_for_pdf_download(timeout=60):
+            for _ in range(timeout):
+                files = [f for f in os.listdir(self.download_dir) if f.endswith(".pdf")]
+                if files:
+                    return os.path.join(self.download_dir, files[0])
+                time.sleep(1)
+            raise TimeoutError("PDF did not download in time")
+
+        def _unique_target_path():
+            """
+            Create a unique filename using memberId.
+            """
+            safe_member = "".join(c for c in str(self.memberId) if c.isalnum() or c in "-_.")
+            filename = f"eligibility_{safe_member}.pdf"
+            return os.path.join(self.download_dir, filename)
+
+        wait = WebDriverWait(self.driver, 90)
+        tmp_created_path = None
+
+        try:
+
+            eligibilityElement = wait.until(EC.presence_of_element_located((By.XPATH, 
+            f"//table[@id='Table3']//tr[td[contains(text(), '{self.memberId}')]]/td[3]")))
+            eligibilityText = eligibilityElement.text
+
+            txReportElement = wait.until(EC.element_to_be_clickable((By.XPATH,
+            f"//table[@id='Table3']//tr[td[contains(text(), '{self.memberId}')]]//input[@value='Tx Report']"
+            )))
+
+            txReportElement.click()
+
+            # wait for the PDF to fully appear
+            downloaded_path = wait_for_pdf_download()
+            # generate unique target path (include memberId)
+            target_path = _unique_target_path()
+            # It's possible Chrome writes a file with a fixed name: copy/rename it to our target name.
+            shutil.copyfile(downloaded_path, target_path)
+            # ensure the copied file is writable / stable
+            os.chmod(target_path, stat.S_IRUSR | stat.S_IWUSR | stat.S_IRGRP | stat.S_IROTH)
+
+
+            print("PDF downloaded at:", target_path)
+
+            return {
+                "status": "success",
+                "eligibility": eligibilityText,
+                "pdf_path": target_path
+            }
+        except Exception as e:
+            print(f"ERROR: {str(e)}")
+
+            # Empty the download folder (remove files / symlinks only)
+            try:
+                dl = os.path.abspath(self.download_dir)
+                if os.path.isdir(dl):
+                    for name in os.listdir(dl):
+                        item = os.path.join(dl, name)
+                        try:
+                            if os.path.isfile(item) or os.path.islink(item):
+                                os.remove(item)
+                                print(f"[cleanup] removed: {item}")
+                        except Exception as rm_err:
+                            print(f"[cleanup] failed to remove {item}: {rm_err}")
+                    print(f"[cleanup] emptied download dir: {dl}")
+                else:
+                    print(f"[cleanup] download dir does not exist: {dl}")
+            except Exception as cleanup_exc:
+                print(f"[cleanup] unexpected error while cleaning downloads dir: {cleanup_exc}")
+
+
+            return {
+                "status": "error",
+                "message": str(e),
+            }
+
+        finally:
+            if self.driver:
+                self.driver.quit()
+
+    def main_workflow(self, url):
+        try: 
+            self.config_driver()
+            self.driver.maximize_window()
+            self.driver.get(url)
+            time.sleep(3)
+
+            login_result = self.login()
+            if login_result.startswith("ERROR"):
+                return {"status": "error", "message": login_result}
+            if login_result == "OTP_REQUIRED":
+                return {"status": "otp_required", "message": "OTP required after login"}
+
+            step1_result = self.step1()
+            if step1_result.startswith("ERROR"):
+                return {"status": "error", "message": step1_result}
+
+            step2_result = self.step2()
+            if step2_result.get("status") == "error":
+                return {"status": "error", "message": step2_result.get("message")}
+
+            return step2_result
+        except Exception as e: 
+            return {
+                "status": "error",
+                "message": e
+            }
+        
+        finally:
+            try:
+                if self.driver:
+                    self.driver.quit()
+            except Exception:
+                pass

package-lock.json

@@ -51,6 +51,7 @@
         "passport": "^0.7.0",
         "passport-local": "^1.0.0",
         "pdfkit": "^0.17.2",
+        "socket.io": "^4.8.1",
         "ws": "^8.18.0",
         "zod": "^3.24.2",
         "zod-validation-error": "^3.4.0"
@@ -142,6 +143,7 @@
         "react-icons": "^5.4.0",
         "react-resizable-panels": "^2.1.7",
         "recharts": "^2.15.2",
+        "socket.io-client": "^4.8.1",
         "tailwind-merge": "^3.2.0",
         "tailwindcss": "^3.4.17",
         "tailwindcss-animate": "^1.0.7",
@@ -3773,6 +3775,12 @@
       "integrity": "sha512-auUj4k+f4pyrIVf4GW5UKquSZFHJWri06QgARy9C0t9ZTjJLIuNIrr1yl9bWcJWJ1Gz1vOvYN1D+QPaIlNMVkQ==",
       "license": "MIT"
     },
+    "node_modules/@socket.io/component-emitter": {
+      "version": "3.1.2",
+      "resolved": "https://registry.npmjs.org/@socket.io/component-emitter/-/component-emitter-3.1.2.tgz",
+      "integrity": "sha512-9BCxFwvbGg/RsZK9tjXd8s4UcwR0MWeFQ1XEKIQVVvAGJyINdrqKMcTRyLoK8Rse1GjzLV9cwjWV1olXRWEXVA==",
+      "license": "MIT"
+    },
     "node_modules/@standard-schema/spec": {
       "version": "1.0.0",
       "resolved": "https://registry.npmjs.org/@standard-schema/spec/-/spec-1.0.0.tgz",
@@ -4252,7 +4260,6 @@
       "version": "2.8.19",
       "resolved": "https://registry.npmjs.org/@types/cors/-/cors-2.8.19.tgz",
       "integrity": "sha512-mFNylyeyqN93lfe/9CSxOGREz8cpzAhH+E93xJ4xWQf62V8sQ/24reV2nyzUWM6H6Xji+GGHpkbLe7pVoUEskg==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "@types/node": "*"
@@ -4438,7 +4445,6 @@
       "version": "20.16.11",
       "resolved": "https://registry.npmjs.org/@types/node/-/node-20.16.11.tgz",
       "integrity": "sha512-y+cTCACu92FyA5fgQSAI8A1H429g7aSK2HsO7K4XYUWc4dY5IUz55JSDIYT6/VsOLfGy8vmvQYC2hfb0iF16Uw==",
-      "devOptional": true,
       "license": "MIT",
       "dependencies": {
         "undici-types": "~6.19.2"
@@ -5295,6 +5301,15 @@
       ],
       "license": "MIT"
     },
+    "node_modules/base64id": {
+      "version": "2.0.0",
+      "resolved": "https://registry.npmjs.org/base64id/-/base64id-2.0.0.tgz",
+      "integrity": "sha512-lGe34o6EHj9y3Kts9R4ZYs/Gr+6N7MCaMlIFA3F1R2O5/m7K06AxfSeO5530PEERE6/WyEg3lsuyw4GHlPZHog==",
+      "license": "MIT",
+      "engines": {
+        "node": "^4.5.0 || >= 5.9"
+      }
+    },
     "node_modules/baseline-browser-mapping": {
       "version": "2.8.25",
       "resolved": "https://registry.npmjs.org/baseline-browser-mapping/-/baseline-browser-mapping-2.8.25.tgz",
@@ -6492,6 +6507,133 @@
         "once": "^1.4.0"
       }
     },
+    "node_modules/engine.io": {
+      "version": "6.6.4",
+      "resolved": "https://registry.npmjs.org/engine.io/-/engine.io-6.6.4.tgz",
+      "integrity": "sha512-ZCkIjSYNDyGn0R6ewHDtXgns/Zre/NT6Agvq1/WobF7JXgFff4SeDroKiCO3fNJreU9YG429Sc81o4w5ok/W5g==",
+      "license": "MIT",
+      "dependencies": {
+        "@types/cors": "^2.8.12",
+        "@types/node": ">=10.0.0",
+        "accepts": "~1.3.4",
+        "base64id": "2.0.0",
+        "cookie": "~0.7.2",
+        "cors": "~2.8.5",
+        "debug": "~4.3.1",
+        "engine.io-parser": "~5.2.1",
+        "ws": "~8.17.1"
+      },
+      "engines": {
+        "node": ">=10.2.0"
+      }
+    },
+    "node_modules/engine.io-client": {
+      "version": "6.6.3",
+      "resolved": "https://registry.npmjs.org/engine.io-client/-/engine.io-client-6.6.3.tgz",
+      "integrity": "sha512-T0iLjnyNWahNyv/lcjS2y4oE358tVS/SYQNxYXGAJ9/GLgH4VCvOQ/mhTjqU88mLZCQgiG8RIegFHYCdVC+j5w==",
+      "license": "MIT",
+      "dependencies": {
+        "@socket.io/component-emitter": "~3.1.0",
+        "debug": "~4.3.1",
+        "engine.io-parser": "~5.2.1",
+        "ws": "~8.17.1",
+        "xmlhttprequest-ssl": "~2.1.1"
+      }
+    },
+    "node_modules/engine.io-client/node_modules/debug": {
+      "version": "4.3.7",
+      "resolved": "https://registry.npmjs.org/debug/-/debug-4.3.7.tgz",
+      "integrity": "sha512-Er2nc/H7RrMXZBFCEim6TCmMk02Z8vLC2Rbi1KEBggpo0fS6l0S1nnapwmIi3yW/+GOJap1Krg4w0Hg80oCqgQ==",
+      "license": "MIT",
+      "dependencies": {
+        "ms": "^2.1.3"
+      },
+      "engines": {
+        "node": ">=6.0"
+      },
+      "peerDependenciesMeta": {
+        "supports-color": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/engine.io-client/node_modules/ws": {
+      "version": "8.17.1",
+      "resolved": "https://registry.npmjs.org/ws/-/ws-8.17.1.tgz",
+      "integrity": "sha512-6XQFvXTkbfUOZOKKILFG1PDK2NDQs4azKQl26T0YS5CxqWLgXajbPZ+h4gZekJyRqFU8pvnbAbbs/3TgRPy+GQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=10.0.0"
+      },
+      "peerDependencies": {
+        "bufferutil": "^4.0.1",
+        "utf-8-validate": ">=5.0.2"
+      },
+      "peerDependenciesMeta": {
+        "bufferutil": {
+          "optional": true
+        },
+        "utf-8-validate": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/engine.io-parser": {
+      "version": "5.2.3",
+      "resolved": "https://registry.npmjs.org/engine.io-parser/-/engine.io-parser-5.2.3.tgz",
+      "integrity": "sha512-HqD3yTBfnBxIrbnM1DoD6Pcq8NECnh8d4As1Qgh0z5Gg3jRRIqijury0CL3ghu/edArpUYiYqQiDUQBIs4np3Q==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=10.0.0"
+      }
+    },
+    "node_modules/engine.io/node_modules/cookie": {
+      "version": "0.7.2",
+      "resolved": "https://registry.npmjs.org/cookie/-/cookie-0.7.2.tgz",
+      "integrity": "sha512-yki5XnKuf750l50uGTllt6kKILY4nQ1eNIQatoXEByZ5dWgnKqbnqmTrBE5B4N7lrMJKQ2ytWMiTO2o0v6Ew/w==",
+      "license": "MIT",
+      "engines": {
+        "node": ">= 0.6"
+      }
+    },
+    "node_modules/engine.io/node_modules/debug": {
+      "version": "4.3.7",
+      "resolved": "https://registry.npmjs.org/debug/-/debug-4.3.7.tgz",
+      "integrity": "sha512-Er2nc/H7RrMXZBFCEim6TCmMk02Z8vLC2Rbi1KEBggpo0fS6l0S1nnapwmIi3yW/+GOJap1Krg4w0Hg80oCqgQ==",
+      "license": "MIT",
+      "dependencies": {
+        "ms": "^2.1.3"
+      },
+      "engines": {
+        "node": ">=6.0"
+      },
+      "peerDependenciesMeta": {
+        "supports-color": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/engine.io/node_modules/ws": {
+      "version": "8.17.1",
+      "resolved": "https://registry.npmjs.org/ws/-/ws-8.17.1.tgz",
+      "integrity": "sha512-6XQFvXTkbfUOZOKKILFG1PDK2NDQs4azKQl26T0YS5CxqWLgXajbPZ+h4gZekJyRqFU8pvnbAbbs/3TgRPy+GQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=10.0.0"
+      },
+      "peerDependencies": {
+        "bufferutil": "^4.0.1",
+        "utf-8-validate": ">=5.0.2"
+      },
+      "peerDependenciesMeta": {
+        "bufferutil": {
+          "optional": true
+        },
+        "utf-8-validate": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/enhanced-resolve": {
       "version": "5.18.3",
       "resolved": "https://registry.npmjs.org/enhanced-resolve/-/enhanced-resolve-5.18.3.tgz",
@@ -11005,6 +11147,151 @@
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       "license": "MIT"
     },
+    "node_modules/socket.io": {
+      "version": "4.8.1",
+      "resolved": "https://registry.npmjs.org/socket.io/-/socket.io-4.8.1.tgz",
+      "integrity": "sha512-oZ7iUCxph8WYRHHcjBEc9unw3adt5CmSNlppj/5Q4k2RIrhl8Z5yY2Xr4j9zj0+wzVZ0bxmYoGSzKJnRl6A4yg==",
+      "license": "MIT",
+      "dependencies": {
+        "accepts": "~1.3.4",
+        "base64id": "~2.0.0",
+        "cors": "~2.8.5",
+        "debug": "~4.3.2",
+        "engine.io": "~6.6.0",
+        "socket.io-adapter": "~2.5.2",
+        "socket.io-parser": "~4.2.4"
+      },
+      "engines": {
+        "node": ">=10.2.0"
+      }
+    },
+    "node_modules/socket.io-adapter": {
+      "version": "2.5.5",
+      "resolved": "https://registry.npmjs.org/socket.io-adapter/-/socket.io-adapter-2.5.5.tgz",
+      "integrity": "sha512-eLDQas5dzPgOWCk9GuuJC2lBqItuhKI4uxGgo9aIV7MYbk2h9Q6uULEh8WBzThoI7l+qU9Ast9fVUmkqPP9wYg==",
+      "license": "MIT",
+      "dependencies": {
+        "debug": "~4.3.4",
+        "ws": "~8.17.1"
+      }
+    },
+    "node_modules/socket.io-adapter/node_modules/debug": {
+      "version": "4.3.7",
+      "resolved": "https://registry.npmjs.org/debug/-/debug-4.3.7.tgz",
+      "integrity": "sha512-Er2nc/H7RrMXZBFCEim6TCmMk02Z8vLC2Rbi1KEBggpo0fS6l0S1nnapwmIi3yW/+GOJap1Krg4w0Hg80oCqgQ==",
+      "license": "MIT",
+      "dependencies": {
+        "ms": "^2.1.3"
+      },
+      "engines": {
+        "node": ">=6.0"
+      },
+      "peerDependenciesMeta": {
+        "supports-color": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/socket.io-adapter/node_modules/ws": {
+      "version": "8.17.1",
+      "resolved": "https://registry.npmjs.org/ws/-/ws-8.17.1.tgz",
+      "integrity": "sha512-6XQFvXTkbfUOZOKKILFG1PDK2NDQs4azKQl26T0YS5CxqWLgXajbPZ+h4gZekJyRqFU8pvnbAbbs/3TgRPy+GQ==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=10.0.0"
+      },
+      "peerDependencies": {
+        "bufferutil": "^4.0.1",
+        "utf-8-validate": ">=5.0.2"
+      },
+      "peerDependenciesMeta": {
+        "bufferutil": {
+          "optional": true
+        },
+        "utf-8-validate": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/socket.io-client": {
+      "version": "4.8.1",
+      "resolved": "https://registry.npmjs.org/socket.io-client/-/socket.io-client-4.8.1.tgz",
+      "integrity": "sha512-hJVXfu3E28NmzGk8o1sHhN3om52tRvwYeidbj7xKy2eIIse5IoKX3USlS6Tqt3BHAtflLIkCQBkzVrEEfWUyYQ==",
+      "license": "MIT",
+      "dependencies": {
+        "@socket.io/component-emitter": "~3.1.0",
+        "debug": "~4.3.2",
+        "engine.io-client": "~6.6.1",
+        "socket.io-parser": "~4.2.4"
+      },
+      "engines": {
+        "node": ">=10.0.0"
+      }
+    },
+    "node_modules/socket.io-client/node_modules/debug": {
+      "version": "4.3.7",
+      "resolved": "https://registry.npmjs.org/debug/-/debug-4.3.7.tgz",
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+      "license": "MIT",
+      "dependencies": {
+        "ms": "^2.1.3"
+      },
+      "engines": {
+        "node": ">=6.0"
+      },
+      "peerDependenciesMeta": {
+        "supports-color": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/socket.io-parser": {
+      "version": "4.2.4",
+      "resolved": "https://registry.npmjs.org/socket.io-parser/-/socket.io-parser-4.2.4.tgz",
+      "integrity": "sha512-/GbIKmo8ioc+NIWIhwdecY0ge+qVBSMdgxGygevmdHj24bsfgtCmcUUcQ5ZzcylGFHsN3k4HB4Cgkl96KVnuew==",
+      "license": "MIT",
+      "dependencies": {
+        "@socket.io/component-emitter": "~3.1.0",
+        "debug": "~4.3.1"
+      },
+      "engines": {
+        "node": ">=10.0.0"
+      }
+    },
+    "node_modules/socket.io-parser/node_modules/debug": {
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