feat(eligibility-check) - implement Delta Dental Ins eligibility workflow with OTP handling; added routes, services, and frontend components for patient data processing and eligibility status retrieval; enhanced browser session management and logging

This commit is contained in:
2026-02-17 20:53:24 -05:00
parent 03172f0710
commit cf53065a26
28 changed files with 2910 additions and 10 deletions

View File

@@ -0,0 +1,686 @@
from selenium import webdriver
from selenium.common.exceptions import WebDriverException, TimeoutException
from selenium.webdriver.chrome.service import Service
from selenium.webdriver.common.by import By
from selenium.webdriver.common.keys import Keys
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 base64
import re
import glob
from deltains_browser_manager import get_browser_manager
LOGIN_URL = "https://www.deltadentalins.com/ciam/login?TARGET=%2Fprovider-tools%2Fv2"
PROVIDER_TOOLS_URL = "https://www.deltadentalins.com/provider-tools/v2"
class AutomationDeltaInsEligibilityCheck:
def __init__(self, data):
self.headless = False
self.driver = None
self.data = data.get("data", {}) if isinstance(data, dict) else {}
self.memberId = self.data.get("memberId", "")
self.dateOfBirth = self.data.get("dateOfBirth", "")
self.firstName = self.data.get("firstName", "")
self.lastName = self.data.get("lastName", "")
self.deltains_username = self.data.get("deltains_username", "")
self.deltains_password = self.data.get("deltains_password", "")
self.download_dir = get_browser_manager().download_dir
os.makedirs(self.download_dir, exist_ok=True)
def config_driver(self):
self.driver = get_browser_manager().get_driver(self.headless)
def _dismiss_cookie_banner(self):
try:
accept_btn = WebDriverWait(self.driver, 5).until(
EC.element_to_be_clickable((By.ID, "onetrust-accept-btn-handler"))
)
accept_btn.click()
print("[DeltaIns login] Dismissed cookie consent banner")
time.sleep(1)
except TimeoutException:
print("[DeltaIns login] No cookie consent banner found")
except Exception as e:
print(f"[DeltaIns login] Error dismissing cookie banner: {e}")
def _force_logout(self):
try:
print("[DeltaIns login] Forcing logout due to credential change...")
browser_manager = get_browser_manager()
try:
self.driver.delete_all_cookies()
print("[DeltaIns login] Cleared all cookies")
except Exception as e:
print(f"[DeltaIns login] Error clearing cookies: {e}")
browser_manager.clear_credentials_hash()
print("[DeltaIns login] Logout complete")
return True
except Exception as e:
print(f"[DeltaIns login] Error during forced logout: {e}")
return False
def login(self, url):
"""
Multi-step login flow for DeltaIns (Okta-based):
1. Enter username (name='identifier') -> click Next
2. Enter password (type='password') -> click Submit
3. Handle MFA: click 'Send me an email' -> wait for OTP
Returns: ALREADY_LOGGED_IN, SUCCESS, OTP_REQUIRED, or ERROR:...
"""
wait = WebDriverWait(self.driver, 30)
browser_manager = get_browser_manager()
try:
if self.deltains_username and browser_manager.credentials_changed(self.deltains_username):
self._force_logout()
self.driver.get(url)
time.sleep(3)
# First, try navigating to provider-tools directly (not login URL)
# This avoids triggering Okta password re-verification when session is valid
try:
current_url = self.driver.current_url
print(f"[DeltaIns login] Current URL: {current_url}")
if "provider-tools" in current_url and "login" not in current_url.lower() and "ciam" not in current_url.lower():
print("[DeltaIns login] Already on provider tools page - logged in")
return "ALREADY_LOGGED_IN"
except Exception as e:
print(f"[DeltaIns login] Error checking current state: {e}")
# Navigate to provider-tools URL first to check if session is still valid
print("[DeltaIns login] Trying provider-tools URL to check session...")
self.driver.get(PROVIDER_TOOLS_URL)
time.sleep(5)
current_url = self.driver.current_url
print(f"[DeltaIns login] After provider-tools nav URL: {current_url}")
if "provider-tools" in current_url and "login" not in current_url.lower() and "ciam" not in current_url.lower():
print("[DeltaIns login] Session still valid - already logged in")
return "ALREADY_LOGGED_IN"
# Session expired or not logged in - navigate to login URL
print("[DeltaIns login] Session not valid, navigating to login page...")
self.driver.get(url)
time.sleep(3)
current_url = self.driver.current_url
print(f"[DeltaIns login] After login nav URL: {current_url}")
if "provider-tools" in current_url and "login" not in current_url.lower() and "ciam" not in current_url.lower():
print("[DeltaIns login] Already logged in - on provider tools")
return "ALREADY_LOGGED_IN"
self._dismiss_cookie_banner()
# Step 1: Username entry (name='identifier')
print("[DeltaIns login] Looking for username field...")
username_entered = False
for sel in [
(By.NAME, "identifier"),
(By.ID, "okta-signin-username"),
(By.XPATH, "//input[@type='text' and @autocomplete='username']"),
(By.XPATH, "//input[@type='text']"),
]:
try:
field = WebDriverWait(self.driver, 8).until(EC.presence_of_element_located(sel))
if field.is_displayed():
field.clear()
field.send_keys(self.deltains_username)
username_entered = True
print(f"[DeltaIns login] Username entered via {sel}")
break
except Exception:
continue
if not username_entered:
return "ERROR: Could not find username field"
# Click Next/Submit
time.sleep(1)
for sel in [
(By.XPATH, "//input[@type='submit' and @value='Next']"),
(By.XPATH, "//input[@type='submit']"),
(By.XPATH, "//button[@type='submit']"),
]:
try:
btn = self.driver.find_element(*sel)
if btn.is_displayed():
btn.click()
print(f"[DeltaIns login] Clicked Next via {sel}")
break
except Exception:
continue
time.sleep(4)
current_url = self.driver.current_url
if "provider-tools" in current_url and "login" not in current_url.lower() and "ciam" not in current_url.lower():
return "ALREADY_LOGGED_IN"
# Step 2: Password entry
print("[DeltaIns login] Looking for password field...")
pw_entered = False
for sel in [
(By.XPATH, "//input[@type='password']"),
(By.ID, "okta-signin-password"),
(By.NAME, "password"),
]:
try:
field = WebDriverWait(self.driver, 10).until(EC.presence_of_element_located(sel))
if field.is_displayed():
field.clear()
field.send_keys(self.deltains_password)
pw_entered = True
print(f"[DeltaIns login] Password entered via {sel}")
break
except Exception:
continue
if not pw_entered:
current_url = self.driver.current_url
if "provider-tools" in current_url and "login" not in current_url.lower():
return "ALREADY_LOGGED_IN"
return "ERROR: Password field not found"
# Click Sign In
time.sleep(1)
for sel in [
(By.ID, "okta-signin-submit"),
(By.XPATH, "//input[@type='submit']"),
(By.XPATH, "//button[@type='submit']"),
]:
try:
btn = self.driver.find_element(*sel)
if btn.is_displayed():
btn.click()
print(f"[DeltaIns login] Clicked Sign In via {sel}")
break
except Exception:
continue
if self.deltains_username:
browser_manager.save_credentials_hash(self.deltains_username)
time.sleep(6)
current_url = self.driver.current_url
print(f"[DeltaIns login] After password submit URL: {current_url}")
if "provider-tools" in current_url and "login" not in current_url.lower() and "ciam" not in current_url.lower():
print("[DeltaIns login] Login successful - on provider tools")
return "SUCCESS"
# Step 3: MFA handling
# There are two possible MFA pages:
# A) Method selection: "Verify it's you with a security method" with Email/Phone Select buttons
# B) Direct: "Send me an email" button
print("[DeltaIns login] Handling MFA...")
# Check for method selection page first (Email "Select" link)
# The Okta MFA page uses <a> tags (not buttons/inputs) with class "select-factor"
# inside <div data-se="okta_email"> for Email selection
try:
body_text = self.driver.find_element(By.TAG_NAME, "body").text
if "security method" in body_text.lower() or "select from the following" in body_text.lower():
print("[DeltaIns login] MFA method selection page detected")
email_select = None
for sel in [
(By.CSS_SELECTOR, "div[data-se='okta_email'] a.select-factor"),
(By.XPATH, "//div[@data-se='okta_email']//a[contains(@class,'select-factor')]"),
(By.XPATH, "//a[contains(@aria-label,'Select Email')]"),
(By.XPATH, "//div[@data-se='okta_email']//a[@data-se='button']"),
(By.CSS_SELECTOR, "a.select-factor.link-button"),
]:
try:
btn = self.driver.find_element(*sel)
if btn.is_displayed():
email_select = btn
print(f"[DeltaIns login] Found Email Select via {sel}")
break
except Exception:
continue
if email_select:
email_select.click()
print("[DeltaIns login] Clicked 'Select' for Email MFA")
time.sleep(5)
else:
print("[DeltaIns login] Could not find Email Select button")
except Exception as e:
print(f"[DeltaIns login] Error checking MFA method selection: {e}")
# Now look for "Send me an email" button (may appear after method selection or directly)
try:
send_btn = WebDriverWait(self.driver, 8).until(
EC.element_to_be_clickable((By.XPATH,
"//input[@type='submit' and @value='Send me an email'] | "
"//input[@value='Send me an email'] | "
"//button[contains(text(),'Send me an email')]"))
)
send_btn.click()
print("[DeltaIns login] Clicked 'Send me an email'")
time.sleep(5)
except TimeoutException:
print("[DeltaIns login] No 'Send me an email' button, checking for OTP input...")
# Step 4: OTP entry page
try:
otp_input = WebDriverWait(self.driver, 10).until(
EC.presence_of_element_located((By.XPATH,
"//input[@name='credentials.passcode' and @type='text'] | "
"//input[contains(@name,'passcode')]"))
)
print("[DeltaIns login] OTP input found -> OTP_REQUIRED")
return "OTP_REQUIRED"
except TimeoutException:
pass
current_url = self.driver.current_url
if "provider-tools" in current_url and "login" not in current_url.lower() and "ciam" not in current_url.lower():
return "SUCCESS"
try:
error_elem = self.driver.find_element(By.XPATH,
"//*[contains(@class,'error') or contains(@class,'alert-error')]")
error_text = error_elem.text.strip()[:200]
if error_text:
return f"ERROR: {error_text}"
except Exception:
pass
print("[DeltaIns login] Could not determine login state - returning OTP_REQUIRED as fallback")
return "OTP_REQUIRED"
except Exception as e:
print(f"[DeltaIns login] Exception: {e}")
return f"ERROR:LOGIN FAILED: {e}"
def _format_dob(self, dob_str):
"""Convert DOB from YYYY-MM-DD to MM/DD/YYYY format."""
if dob_str and "-" in dob_str:
dob_parts = dob_str.split("-")
if len(dob_parts) == 3:
return f"{dob_parts[1]}/{dob_parts[2]}/{dob_parts[0]}"
return dob_str
def _close_browser(self):
"""Save cookies and close the browser after task completion."""
browser_manager = get_browser_manager()
try:
browser_manager.save_cookies()
except Exception as e:
print(f"[DeltaIns] Failed to save cookies before close: {e}")
try:
browser_manager.quit_driver()
print("[DeltaIns] Browser closed")
except Exception as e:
print(f"[DeltaIns] Could not close browser: {e}")
def step1(self):
"""
Navigate to Eligibility search, enter patient info, search, and
click 'Check eligibility and benefits' on the result card.
Search flow:
1. Click 'Eligibility and benefits' link
2. Click 'Search for a new patient' button
3. Click 'Search by member ID' tab
4. Enter Member ID in #memberId
5. Enter DOB in #dob (MM/DD/YYYY)
6. Click Search
7. Extract patient info from result card
8. Click 'Check eligibility and benefits'
"""
try:
formatted_dob = self._format_dob(self.dateOfBirth)
print(f"[DeltaIns step1] Starting — memberId={self.memberId}, DOB={formatted_dob}")
# 1. Click "Eligibility and benefits" link
print("[DeltaIns step1] Clicking 'Eligibility and benefits'...")
try:
elig_link = WebDriverWait(self.driver, 15).until(
EC.element_to_be_clickable((By.XPATH,
"//a[contains(text(),'Eligibility and benefits')] | "
"//a[contains(text(),'Eligibility')]"))
)
elig_link.click()
time.sleep(5)
print("[DeltaIns step1] Clicked Eligibility link")
except TimeoutException:
print("[DeltaIns step1] No Eligibility link found, checking if already on page...")
if "patient-search" not in self.driver.current_url and "eligibility" not in self.driver.current_url:
self.driver.get("https://www.deltadentalins.com/provider-tools/v2/patient-search")
time.sleep(5)
# 2. Click "Search for a new patient" button
print("[DeltaIns step1] Clicking 'Search for a new patient'...")
try:
new_patient_btn = WebDriverWait(self.driver, 10).until(
EC.element_to_be_clickable((By.XPATH,
"//button[contains(text(),'Search for a new patient')]"))
)
new_patient_btn.click()
time.sleep(3)
print("[DeltaIns step1] Clicked 'Search for a new patient'")
except TimeoutException:
print("[DeltaIns step1] 'Search for a new patient' button not found - may already be on search page")
# 3. Click "Search by member ID" tab
print("[DeltaIns step1] Clicking 'Search by member ID' tab...")
try:
member_id_tab = WebDriverWait(self.driver, 10).until(
EC.element_to_be_clickable((By.XPATH,
"//button[contains(text(),'Search by member ID')]"))
)
member_id_tab.click()
time.sleep(2)
print("[DeltaIns step1] Clicked 'Search by member ID' tab")
except TimeoutException:
print("[DeltaIns step1] 'Search by member ID' tab not found")
return "ERROR: Could not find 'Search by member ID' tab"
# 4. Enter Member ID
print(f"[DeltaIns step1] Entering Member ID: {self.memberId}")
try:
mid_field = WebDriverWait(self.driver, 10).until(
EC.presence_of_element_located((By.ID, "memberId"))
)
mid_field.click()
mid_field.send_keys(Keys.CONTROL + "a")
mid_field.send_keys(Keys.DELETE)
time.sleep(0.3)
mid_field.send_keys(self.memberId)
time.sleep(0.5)
print(f"[DeltaIns step1] Member ID entered: '{mid_field.get_attribute('value')}'")
except TimeoutException:
return "ERROR: Member ID field not found"
# 5. Enter DOB
print(f"[DeltaIns step1] Entering DOB: {formatted_dob}")
try:
dob_field = self.driver.find_element(By.ID, "dob")
dob_field.click()
dob_field.send_keys(Keys.CONTROL + "a")
dob_field.send_keys(Keys.DELETE)
time.sleep(0.3)
dob_field.send_keys(formatted_dob)
time.sleep(0.5)
print(f"[DeltaIns step1] DOB entered: '{dob_field.get_attribute('value')}'")
except Exception as e:
return f"ERROR: DOB field not found: {e}"
# 6. Click Search
print("[DeltaIns step1] Clicking Search...")
try:
search_btn = self.driver.find_element(By.XPATH,
"//button[@type='submit'][contains(text(),'Search')] | "
"//button[@data-testid='searchButton']")
search_btn.click()
time.sleep(10)
print("[DeltaIns step1] Search clicked")
except Exception as e:
return f"ERROR: Search button not found: {e}"
# 7. Check for results - look for patient card
print("[DeltaIns step1] Checking for results...")
try:
patient_card = WebDriverWait(self.driver, 15).until(
EC.presence_of_element_located((By.XPATH,
"//div[contains(@class,'patient-card-root')] | "
"//div[@data-testid='patientCard'] | "
"//div[starts-with(@data-testid,'patientCard')]"))
)
print("[DeltaIns step1] Patient card found!")
# Extract patient name
try:
name_el = patient_card.find_element(By.XPATH, ".//h3")
patient_name = name_el.text.strip()
print(f"[DeltaIns step1] Patient name: {patient_name}")
except Exception:
patient_name = ""
# Extract eligibility dates
try:
elig_el = patient_card.find_element(By.XPATH,
".//*[@data-testid='patientCardMemberEligibility']//*[contains(@class,'pt-staticfield-text')]")
elig_text = elig_el.text.strip()
print(f"[DeltaIns step1] Eligibility: {elig_text}")
except Exception:
elig_text = ""
# Store for step2
self._patient_name = patient_name
self._eligibility_text = elig_text
except TimeoutException:
# Check for error messages
try:
body_text = self.driver.find_element(By.TAG_NAME, "body").text
if "no results" in body_text.lower() or "not found" in body_text.lower() or "no patient" in body_text.lower():
return "ERROR: No patient found with the provided Member ID and DOB"
# Check for specific error alerts
alerts = self.driver.find_elements(By.XPATH, "//*[@role='alert']")
for alert in alerts:
if alert.is_displayed():
return f"ERROR: {alert.text.strip()[:200]}"
except Exception:
pass
return "ERROR: No patient results found within timeout"
# 8. Click "Check eligibility and benefits"
print("[DeltaIns step1] Clicking 'Check eligibility and benefits'...")
try:
check_btn = WebDriverWait(self.driver, 10).until(
EC.element_to_be_clickable((By.XPATH,
"//button[contains(text(),'Check eligibility and benefits')] | "
"//button[@data-testid='eligibilityBenefitsButton']"))
)
check_btn.click()
time.sleep(10)
print(f"[DeltaIns step1] Navigated to: {self.driver.current_url}")
except TimeoutException:
return "ERROR: 'Check eligibility and benefits' button not found"
return "SUCCESS"
except Exception as e:
print(f"[DeltaIns step1] Exception: {e}")
return f"ERROR: step1 failed: {e}"
def step2(self):
"""
Extract eligibility information and capture PDF from the
Eligibility & Benefits detail page.
URL: .../provider-tools/v2/eligibility-benefits
Extracts:
- Patient name from h3 in patient-card-header
- DOB, Member ID, eligibility from data-testid fields
- PDF via Page.printToPDF
"""
try:
print("[DeltaIns step2] Extracting eligibility data...")
time.sleep(3)
current_url = self.driver.current_url
print(f"[DeltaIns step2] URL: {current_url}")
if "eligibility-benefits" not in current_url:
print("[DeltaIns step2] Not on eligibility page, checking body text...")
# Extract patient name
patientName = ""
try:
name_el = self.driver.find_element(By.XPATH,
"//div[contains(@class,'patient-card-header')]//h3 | "
"//div[starts-with(@data-testid,'patientCard')]//h3")
patientName = name_el.text.strip()
print(f"[DeltaIns step2] Patient name: {patientName}")
except Exception:
patientName = getattr(self, '_patient_name', '') or f"{self.firstName} {self.lastName}".strip()
print(f"[DeltaIns step2] Using stored/fallback name: {patientName}")
# Extract DOB from card
extractedDob = ""
try:
dob_el = self.driver.find_element(By.XPATH,
"//*[@data-testid='patientCardDateOfBirth']//*[contains(@class,'pt-staticfield-text')]")
extractedDob = dob_el.text.strip()
print(f"[DeltaIns step2] DOB: {extractedDob}")
except Exception:
extractedDob = self._format_dob(self.dateOfBirth)
# Extract Member ID from card
foundMemberId = ""
try:
mid_el = self.driver.find_element(By.XPATH,
"//*[@data-testid='patientCardMemberId']//*[contains(@class,'pt-staticfield-text')]")
foundMemberId = mid_el.text.strip()
print(f"[DeltaIns step2] Member ID: {foundMemberId}")
except Exception:
foundMemberId = self.memberId
# Extract eligibility status
eligibility = "Unknown"
try:
elig_el = self.driver.find_element(By.XPATH,
"//*[@data-testid='patientCardMemberEligibility']//*[contains(@class,'pt-staticfield-text')]")
elig_text = elig_el.text.strip()
print(f"[DeltaIns step2] Eligibility text: {elig_text}")
if "present" in elig_text.lower():
eligibility = "Eligible"
elif elig_text:
eligibility = elig_text
except Exception:
elig_text = getattr(self, '_eligibility_text', '')
if elig_text and "present" in elig_text.lower():
eligibility = "Eligible"
elif elig_text:
eligibility = elig_text
# Check page body for additional eligibility info
try:
body_text = self.driver.find_element(By.TAG_NAME, "body").text
if "not eligible" in body_text.lower():
eligibility = "Not Eligible"
elif "terminated" in body_text.lower():
eligibility = "Terminated"
except Exception:
pass
# Capture PDF via "Download summary" -> "Download PDF" button
pdfBase64 = ""
try:
existing_files = set(glob.glob(os.path.join(self.download_dir, "*")))
dl_link = WebDriverWait(self.driver, 10).until(
EC.element_to_be_clickable((By.XPATH,
"//a[@data-testid='downloadBenefitSummaryLink']"))
)
dl_link.click()
print("[DeltaIns step2] Clicked 'Download summary'")
time.sleep(3)
dl_btn = WebDriverWait(self.driver, 10).until(
EC.element_to_be_clickable((By.XPATH,
"//button[@data-testid='downloadPdfButton']"))
)
dl_btn.click()
print("[DeltaIns step2] Clicked 'Download PDF'")
pdf_path = None
for i in range(30):
time.sleep(2)
current_files = set(glob.glob(os.path.join(self.download_dir, "*")))
new_files = current_files - existing_files
completed = [f for f in new_files
if not f.endswith(".crdownload") and not f.endswith(".tmp")]
if completed:
pdf_path = completed[0]
break
if pdf_path and os.path.exists(pdf_path):
with open(pdf_path, "rb") as f:
pdfBase64 = base64.b64encode(f.read()).decode()
print(f"[DeltaIns step2] PDF downloaded: {os.path.basename(pdf_path)} "
f"({os.path.getsize(pdf_path)} bytes), b64 len={len(pdfBase64)}")
try:
os.remove(pdf_path)
except Exception:
pass
else:
print("[DeltaIns step2] Download PDF timed out, falling back to CDP")
cdp_result = self.driver.execute_cdp_cmd("Page.printToPDF", {
"printBackground": True,
"preferCSSPageSize": True,
"scale": 0.7,
"paperWidth": 11,
"paperHeight": 17,
})
pdfBase64 = cdp_result.get("data", "")
print(f"[DeltaIns step2] CDP fallback PDF, b64 len={len(pdfBase64)}")
# Dismiss the download modal
try:
self.driver.find_element(By.TAG_NAME, "body").send_keys(Keys.ESCAPE)
time.sleep(1)
except Exception:
pass
except Exception as e:
print(f"[DeltaIns step2] PDF capture failed: {e}")
try:
cdp_result = self.driver.execute_cdp_cmd("Page.printToPDF", {
"printBackground": True,
"preferCSSPageSize": True,
"scale": 0.7,
"paperWidth": 11,
"paperHeight": 17,
})
pdfBase64 = cdp_result.get("data", "")
print(f"[DeltaIns step2] CDP fallback PDF, b64 len={len(pdfBase64)}")
except Exception as e2:
print(f"[DeltaIns step2] CDP fallback also failed: {e2}")
# Hide browser after completion
self._close_browser()
result = {
"status": "success",
"patientName": patientName,
"eligibility": eligibility,
"pdfBase64": pdfBase64,
"extractedDob": extractedDob,
"memberId": foundMemberId,
}
print(f"[DeltaIns step2] Result: name={result['patientName']}, "
f"eligibility={result['eligibility']}, "
f"memberId={result['memberId']}")
return result
except Exception as e:
print(f"[DeltaIns step2] Exception: {e}")
self._close_browser()
return {
"status": "error",
"patientName": getattr(self, '_patient_name', '') or f"{self.firstName} {self.lastName}".strip(),
"eligibility": "Unknown",
"pdfBase64": "",
"extractedDob": self._format_dob(self.dateOfBirth),
"memberId": self.memberId,
"error": str(e),
}