feat: MassHealth PDF import auto-pays full balance + patient name fix

- PDF import now marks payments as PAID when MassHealth patient's
  mhPaidAmount >= totalBilled (no patient balance)
- Newly created patients from MH vouchers get insuranceProvider = 'MassHealth'
- Existing patients with blank insuranceProvider get it filled on import
- Fix: update patient name from PDF if existing record has empty name
- Various frontend/selenium/route updates

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

apps/Backend/src/routes/payments.ts

@@ -16,6 +16,51 @@ import { prisma } from "@repo/db/client";
 import { PaymentStatusSchema } from "@repo/db/types";
 import * as paymentService from "../services/paymentService";
 import { callPythonSync } from "../queue/processors/_shared";
+import fs from "fs";
+import path from "path";
+import axios from "axios";
+import FormData from "form-data";
+
+const VOUCHER_DIR = path.join(__dirname, "..", "..", "uploads", "MHVoucher");
+const IMPORTED_LOG = path.join(VOUCHER_DIR, "imported_vouchers.json");
+const OCR_BASE_URL = process.env.OCR_SERVICE_BASE_URL || "http://localhost:5003";
+
+function loadImportedVouchers(): Set<string> {
+  try {
+    if (!fs.existsSync(IMPORTED_LOG)) return new Set();
+    const data = JSON.parse(fs.readFileSync(IMPORTED_LOG, "utf-8"));
+    return new Set(data.imported ?? []);
+  } catch {
+    return new Set();
+  }
+}
+
+function saveImportedVoucher(voucher: string) {
+  const existing = loadImportedVouchers();
+  existing.add(voucher);
+  fs.writeFileSync(IMPORTED_LOG, JSON.stringify({ imported: [...existing].sort() }, null, 2));
+}
+
+async function extractAndImportVoucherPdf(filePath: string, userId: number): Promise<{ paymentIds: number[]; rowCount: number }> {
+  const buffer = fs.readFileSync(filePath);
+  const filename = path.basename(filePath);
+
+  const form = new FormData();
+  form.append("files", buffer, { filename, contentType: "application/pdf", knownLength: buffer.length });
+
+  const resp = await axios.post<{ rows: any[] }>(
+    `${OCR_BASE_URL}/extract/pdf/json`,
+    form,
+    { headers: form.getHeaders(), maxBodyLength: Infinity, maxContentLength: Infinity, timeout: 120_000 }
+  );
+
+  const rows = resp.data?.rows ?? [];
+  console.log(`[mh-batch] Extracted ${rows.length} rows from ${filename}`);
+  if (rows.length === 0) return { paymentIds: [], rowCount: 0 };
+
+  const paymentIds = await paymentService.pdfImportService.importRows(rows, userId);
+  return { paymentIds, rowCount: rows.length };
+}
 
 const paymentFilterSchema = z.object({
   from: z.string().datetime(),
@@ -192,6 +237,76 @@ router.post(
   }
 );
 
+// POST /api/payments/mh-batch-payment-check
+router.post(
+  "/mh-batch-payment-check",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const userId = req.user?.id;
+      if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+      const { fromDate, toDate } = req.body;
+
+      const credentials = await storage.getInsuranceCredentialByUserAndSiteKey(userId, "MH");
+      if (!credentials) {
+        return res.status(404).json({
+          message: "No MassHealth credentials found. Please add them in Settings.",
+        });
+      }
+
+      const seleniumResult = await callPythonSync("/mh-batch-payment-check", {
+        data: {
+          massdhpUsername: credentials.username,
+          massdhpPassword: credentials.password,
+          fromDate,
+          toDate,
+        },
+      });
+
+      // --- PDF import phase ---
+      const alreadyImported = loadImportedVouchers();
+      const allPdfs = fs.existsSync(VOUCHER_DIR)
+        ? fs.readdirSync(VOUCHER_DIR).filter((f) => f.endsWith(".pdf") && !f.startsWith("remittance_search_"))
+        : [];
+      const newPdfs = allPdfs.filter((f) => !alreadyImported.has(f.replace(".pdf", "")));
+
+      console.log(`[mh-batch] ${allPdfs.length} voucher PDFs total, ${newPdfs.length} new to import`);
+
+      const importResults: { voucher: string; paymentIds: number[]; rowCount: number; error?: string }[] = [];
+
+      for (const pdfFile of newPdfs) {
+        const voucher = pdfFile.replace(".pdf", "");
+        const filePath = path.join(VOUCHER_DIR, pdfFile);
+        console.log(`[mh-batch] Extracting and importing: ${voucher}`);
+        try {
+          const { paymentIds, rowCount } = await extractAndImportVoucherPdf(filePath, userId);
+          saveImportedVoucher(voucher);
+          importResults.push({ voucher, paymentIds, rowCount });
+          console.log(`[mh-batch] ✓ ${voucher}: ${rowCount} rows → ${paymentIds.length} payment(s)`);
+        } catch (err: any) {
+          const errMsg = err?.response?.data?.detail ?? err.message ?? "Unknown error";
+          console.error(`[mh-batch] ✗ ${voucher}: ${errMsg}`);
+          importResults.push({ voucher, paymentIds: [], rowCount: 0, error: errMsg });
+        }
+      }
+
+      const succeeded = importResults.filter((r) => !r.error);
+      const failed = importResults.filter((r) => r.error);
+
+      return res.json({
+        ...seleniumResult,
+        importResults,
+        importSummary: newPdfs.length === 0
+          ? "All PDFs already imported."
+          : `${succeeded.length} of ${newPdfs.length} PDFs imported successfully${failed.length ? `, ${failed.length} failed` : ""}.`,
+      });
+    } catch (err: unknown) {
+      const message = err instanceof Error ? err.message : "MH batch payment check failed";
+      return res.status(500).json({ message });
+    }
+  }
+);
+
 // POST /api/payments/:claimId
 router.post("/:claimId", async (req: Request, res: Response): Promise<any> => {
   try {

apps/Backend/src/services/paymentService.ts

@@ -261,27 +261,44 @@ export const pdfImportService = {
             data: {
               firstName,
               lastName,
-              insuranceId: memberNo || null,
+              insuranceId:       memberNo || null,
+              insuranceProvider: "MassHealth",
               dateOfBirth: new Date(Date.UTC(1900, 0, 1)),
               gender: "",
               phone: "",
               userId,
             },
           });
+        } else {
+          const updates: Record<string, string> = {};
+          if (patientName && !patient.firstName && !patient.lastName) {
+            const { firstName, lastName } = parsePdfName(patientName);
+            updates.firstName = firstName;
+            updates.lastName  = lastName;
+          }
+          if (!patient.insuranceProvider) {
+            updates.insuranceProvider = "MassHealth";
+          }
+          if (Object.keys(updates).length > 0) {
+            patient = await tx.patient.update({ where: { id: patient.id }, data: updates });
+          }
         }
 
+        const isMassHealth = patient.insuranceProvider?.startsWith("MassHealth") ?? false;
+        const paidInFull   = isMassHealth && totalMhPaid.gte(totalBilled);
+
         // 2. Create payment
         const payment = await tx.payment.create({
           data: {
-            patientId:    patient.id,
+            patientId:     patient.id,
             userId,
             totalBilled,
-            totalPaid:    new Decimal(0),
+            totalPaid:     paidInFull ? totalMhPaid : new Decimal(0),
             totalAdjusted: new Decimal(0),
-            totalDue:     totalBilled,
-            mhPaidAmount: totalMhPaid,
+            totalDue:      paidInFull ? new Decimal(0) : totalBilled,
+            mhPaidAmount:  totalMhPaid,
             adjustment,
-            status:  "PENDING",
+            status:  paidInFull ? "PAID" : "PENDING",
             notes:   `PDF import from ${first["Source File"] ?? "unknown file"}`,
           },
         });
@@ -290,7 +307,8 @@ export const pdfImportService = {
         for (const row of patientRows) {
           const billed = new Decimal(row["Submitted Amount"] || 0);
           const mhPaid = new Decimal(row["Paid Amount"]      || 0);
-          const due    = Decimal.max(0, billed.minus(mhPaid));
+          const linePaidInFull = isMassHealth && mhPaid.gte(billed);
+          const due    = linePaidInFull ? new Decimal(0) : Decimal.max(0, billed.minus(mhPaid));
           const { toothNumber, toothSurface } = parseTooth(row["Tooth"]);
 
           const allowed = new Decimal(row["Allowed Amount"] || 0);
@@ -309,7 +327,7 @@ export const pdfImportService = {
               totalPaid:     mhPaid,
               totalAdjusted: new Decimal(0),
               totalDue:      due,
-              status:        mhPaid.gt(0) ? "PARTIALLY_PAID" : "UNPAID",
+              status:        linePaidInFull ? "PAID" : mhPaid.gt(0) ? "PARTIALLY_PAID" : "UNPAID",
             },
           });
         }