feat: add PreAuth tab, preauth selenium flow, and PreAuth No column

- Insurance Forms modal: split into Insurance Claim / PreAuth tabs
- PreAuth tab: same patient info + service lines, no toggle/direct combos
- Excluded Recalls & New Patients, Composite Fillings (Front/Back), Pedo from PreAuth combos
- Extractions: replaced Simple/Surg/Baby Teeth EXT with Full Bony EXT (D7240)
- MH PreAuth button: rewritten selenium worker to use masshealth-dental.org,
  selects Dental Prior Authorization (2nd option), skips Date of Service field
- agent.py: convert pdf_path to pdf_url for /claim-pre-auth endpoint
- nginx + Express: raise body size limit to 50mb (fix 413 errors)
- DB schema: appointmentId optional on Claim, add preAuthNumber field, add PREAUTH status
- Backend: create PREAUTH claim record on preauth submit, save preAuthNumber on completion
- Claims table: add PreAuth No column (blue) next to Claim No

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

apps/Backend/src/app.ts

@@ -19,8 +19,8 @@ const NODE_ENV = (
 
 const app = express();
 
-app.use(express.json());
-app.use(express.urlencoded({ extended: true })); // For form data
+app.use(express.json({ limit: "50mb" }));
+app.use(express.urlencoded({ extended: true, limit: "50mb" })); // For form data
 app.use(apiLogger);
 
 // --- CORS handling (flexible for dev and strict for prod) ---

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

@@ -75,12 +75,18 @@ export async function runClaimSubmitProcessor(
   // 1) Call the Python service synchronously (BullMQ worker handles async)
   const result = await callPythonSync(endpoint, payload, 10 * 60 * 1000);
 
-  // 2) Persist claimNumber and update status to REVIEW
+  // 2) Persist claimNumber / preAuthNumber and update status
   if (claimId) {
     try {
-      const updates: Record<string, any> = { status: "REVIEW" };
-      if (result?.claimNumber) updates.claimNumber = result.claimNumber;
-      await storage.updateClaim(claimId, updates);
+      if (variant === "claim-pre-auth") {
+        const updates: Record<string, any> = { status: "PREAUTH" };
+        if (result?.preAuthNumber) updates.preAuthNumber = result.preAuthNumber;
+        await storage.updateClaim(claimId, updates);
+      } else {
+        const updates: Record<string, any> = { status: "REVIEW" };
+        if (result?.claimNumber) updates.claimNumber = result.claimNumber;
+        await storage.updateClaim(claimId, updates);
+      }
     } catch (e) {
       console.error("[claimSubmitProcessor] failed to update claim after submission:", e);
     }

apps/Backend/src/routes/claims.ts

@@ -361,6 +361,35 @@ router.post(
         massdhpPassword: credentials.password,
       };
 
+      // Create a minimal PREAUTH claim record so the preauth number can be stored and shown
+      let preAuthClaimId: number | undefined;
+      try {
+        const serviceDate = claimData.serviceDate
+          ? new Date(claimData.serviceDate)
+          : new Date();
+        const dob = claimData.dateOfBirth
+          ? new Date(claimData.dateOfBirth)
+          : new Date("2000-01-01");
+
+        const preAuthRecord = await storage.createClaim({
+          patientId: Number(claimData.patientId),
+          appointmentId: claimData.appointmentId ? Number(claimData.appointmentId) : null,
+          userId: req.user.id,
+          staffId: Number(claimData.staffId) || 1,
+          patientName: claimData.patientName || "",
+          memberId: claimData.memberId || "",
+          dateOfBirth: dob,
+          remarks: claimData.remarks || "",
+          missingTeethStatus: claimData.missingTeethStatus || "No_missing",
+          serviceDate,
+          insuranceProvider: "MassHealth",
+          status: "PREAUTH",
+        } as any);
+        preAuthClaimId = preAuthRecord.id;
+      } catch (e: any) {
+        console.error("[preauth] failed to create preauth record:", e?.message);
+      }
+
       const filesForQueue = [...pdfs, ...images].map((f) => ({
         originalname: f.originalname,
         bufferBase64: f.buffer.toString("base64"),
@@ -373,7 +402,7 @@ router.post(
         socketId: req.body.socketId,
         enrichedPayload: enrichedData,
         files: filesForQueue,
-        claimId: claimData.claimId,
+        claimId: preAuthClaimId ?? claimData.claimId,
       });
 
       return res.json({ jobId: job.id, status: "queued" });

apps/Frontend/src/components/claims/claims-recent-table.tsx

@@ -311,6 +311,7 @@ export default function ClaimsRecentTable({
               {allowCheckbox && <TableHead>Select</TableHead>}
               <TableHead>Claim ID</TableHead>
               <TableHead>Claim No</TableHead>
+              <TableHead>PreAuth No</TableHead>
               <TableHead>Patient Name</TableHead>
               <TableHead>Submission Date</TableHead>
               <TableHead>Insurance Provider</TableHead>
@@ -371,6 +372,11 @@ export default function ClaimsRecentTable({
                       {claim.claimNumber ?? "—"}
                     </div>
                   </TableCell>
+                  <TableCell>
+                    <div className="text-sm font-medium text-blue-700">
+                      {(claim as any).preAuthNumber ?? "—"}
+                    </div>
+                  </TableCell>
                   <TableCell>
                     <div className="flex items-center">
                       <Avatar

apps/Frontend/src/components/procedure/procedure-combo-buttons.tsx

@@ -100,12 +100,14 @@ export function DirectComboButtons({
 
 export function RegularComboButtons({
   onRegularCombo,
+  excludeCategories,
 }: {
   onRegularCombo: (comboKey: string) => void;
+  excludeCategories?: string[];
 }) {
   return (
     <div className="space-y-4 mt-8">
-      {Object.entries(COMBO_CATEGORIES).map(([section, ids]) => (
+      {Object.entries(COMBO_CATEGORIES).filter(([section]) => !excludeCategories?.includes(section)).map(([section, ids]) => (
         <div key={section}>
           <div className="mb-3 text-sm font-semibold opacity-70">
             {section}

apps/Frontend/src/pages/claims-page.tsx

@@ -443,17 +443,27 @@ export default function ClaimsPage() {
       // Invalidate appointments so the schedule page picks up the new claim color
       queryClient.invalidateQueries({ queryKey: QK_APPOINTMENTS_BASE });
 
+      const isPreAuth = groupTitleKey === "INSURANCE_CLAIM_PREAUTH";
+      const preAuthNumber = data.preAuthNumber ?? data.result?.preAuthNumber ?? null;
+
       dispatch(
         setTaskStatus({
           key: "claimSubmit",
           status: "success",
-          message: "Claim submitted & PDF downloaded successfully.",
+          message: isPreAuth
+            ? `PreAuth submitted & PDF saved.${preAuthNumber ? ` PreAuth #: ${preAuthNumber}` : ""}`
+            : "Claim submitted & PDF downloaded successfully.",
         })
       );
 
       toast({
-        title: "Success",
-        description: "Claim submitted successfully! PDF saved to Documents page.",
+        title: isPreAuth ? "PreAuth Submitted" : "Success",
+        description: isPreAuth
+          ? preAuthNumber
+            ? `PreAuth Number: ${preAuthNumber} — PDF saved to Documents.`
+            : "PreAuth submitted! PDF saved to Documents page."
+          : "Claim submitted successfully! PDF saved to Documents page.",
+        duration: isPreAuth ? 10000 : 5000,
       });
 
       // Pop up the final PDF so the user doesn't need to navigate to Documents

apps/Frontend/src/utils/procedureCombos.ts

@@ -271,20 +271,10 @@ export const PROCEDURE_COMBOS: Record<
     label: "Deep Cleaning",
     codes: ["D4341"],
   },
-  simpleExtraction: {
-    id: "simpleExtraction",
-    label: "Simple EXT",
-    codes: ["D7140"],
-  },
-  surgicalExtraction: {
-    id: "surgicalExtraction",
-    label: "Surg EXT",
-    codes: ["D7210"],
-  },
-  babyTeethExtraction: {
-    id: "babyTeethExtraction",
-    label: "Baby Teeth EXT",
-    codes: ["D7111"],
+  fullBonyExtraction: {
+    id: "fullBonyExtraction",
+    label: "Full Bony EXT",
+    codes: ["D7240"],
   },
 
   // Orthodontics
@@ -356,9 +346,7 @@ export const COMBO_CATEGORIES: Record<
   Prosthodontics: ["crown"],
   Periodontics: ["deepCleaning"],
   Extractions: [
-    "simpleExtraction",
-    "surgicalExtraction",
-    "babyTeethExtraction",
+    "fullBonyExtraction",
   ],
   Orthodontics: ["orthPA"],
 };

apps/SeleniumService/agent.py

@@ -315,7 +315,15 @@ async def start_workflow(request: Request):
 
             if result.get("status") != "success":
                 return {"status": "error", "message": result.get("message")}
-            
+
+            # Convert pdf_path to pdf_url so the frontend can fetch it
+            if result.get("pdf_path"):
+                filename = os.path.basename(result["pdf_path"])
+                port = os.getenv("PORT", "5002")
+                url_host = os.getenv("HOST", "localhost")
+                result["pdf_url"] = f"http://{url_host}:{port}/downloads/{filename}"
+                print(f"DEBUG: Generated pdf_url = {result['pdf_url']}")
+
             return result
         except Exception as e:
             return {"status": "error", "message": str(e)}