feat: fix DDMA eligibility — patient list, name extraction, PDF page, OTP session

- Filter patient list by userId so each user sees only their own patients
- Sort patients by updatedAt DESC so recently checked patients appear first
- Add updatedAt field to Patient model (DB migration via raw SQL + db:generate)
- Fix DDMA name extraction: read from detail page "Name:" label, not search
  results row text which included appended dates
- Fix PDF capture: use driver.get() instead of click() to avoid race condition
  that was saving the search results page instead of the patient detail page
- Strip trailing bare dates from extracted names (e.g. "Rodriguez 04/27/2026")
- Handle "Last, First" comma format and single-word last names in splitName
- Normalize insuranceId consistently in createOrUpdatePatientByInsuranceId
- Fix OTP persistent session: stop clearing LocalStorage/IndexedDB on startup
  (these hold the DDMA device trust token that skips OTP on subsequent logins)
- Increase post-navigation wait time for full page render before PDF generation

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

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

@@ -94,10 +94,16 @@ export async function createOrUpdatePatientByInsuranceId(options: {
   const { insuranceId, firstName, lastName, dob, userId } = options;
   if (!insuranceId) throw new Error("Missing insuranceId");
 
+  // Normalize insuranceId the same way insertPatientSchema does (strip spaces)
+  const normalizedId = insuranceId.replace(/\s+/g, "");
+
   const incomingFirst = (firstName || "").trim();
   const incomingLast = (lastName || "").trim();
 
-  let patient = await storage.getPatientByInsuranceId(insuranceId);
+  console.log(`[createOrUpdatePatient] insuranceId="${normalizedId}" firstName="${incomingFirst}" lastName="${incomingLast}" userId=${userId}`);
+
+  let patient = await storage.getPatientByInsuranceId(normalizedId);
+  console.log(`[createOrUpdatePatient] existing patient lookup: ${patient ? `found id=${patient.id}` : "not found"}`);
 
   if (patient && patient.id) {
     const updates: any = {};
@@ -110,8 +116,9 @@ export async function createOrUpdatePatientByInsuranceId(options: {
       if (!isNaN(parsed.getTime())) updates.dateOfBirth = parsed;
     }
     if (Object.keys(updates).length > 0) {
+      console.log(`[createOrUpdatePatient] updating patient id=${patient.id} with`, updates);
       await storage.updatePatient(patient.id, updates);
-      patient = await storage.getPatientByInsuranceId(insuranceId);
+      patient = await storage.getPatientByInsuranceId(normalizedId);
     }
     return patient;
   }
@@ -123,24 +130,31 @@ export async function createOrUpdatePatientByInsuranceId(options: {
     gender: "",
     phone: "",
     userId,
-    insuranceId,
+    insuranceId: normalizedId,
   };
 
   let patientData: InsertPatient;
   try {
     patientData = insertPatientSchema.parse(createPayload);
-  } catch {
-    // Remove fields that may fail validation (invalid date or alphanumeric insuranceId)
+  } catch (e1) {
+    console.warn(`[createOrUpdatePatient] schema parse failed (attempt 1):`, e1);
     const safePayload = { ...createPayload };
     delete safePayload.dateOfBirth;
     try {
       patientData = insertPatientSchema.parse(safePayload);
-    } catch {
-      // Last resort: skip schema validation and cast directly
+    } catch (e2) {
+      console.warn(`[createOrUpdatePatient] schema parse failed (attempt 2):`, e2);
       patientData = safePayload as InsertPatient;
     }
   }
 
-  await storage.createPatient(patientData);
-  return storage.getPatientByInsuranceId(insuranceId);
+  try {
+    await storage.createPatient(patientData);
+    console.log(`[createOrUpdatePatient] patient created successfully for insuranceId="${normalizedId}"`);
+  } catch (dbErr: any) {
+    console.error(`[createOrUpdatePatient] DB create failed:`, dbErr?.message ?? dbErr);
+    throw dbErr;
+  }
+
+  return storage.getPatientByInsuranceId(normalizedId);
 }

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

@@ -90,9 +90,33 @@ async function processDdmaResult(
         ? seleniumResult.patientName.trim()
         : null;
 
-    const { firstName, lastName } = rawName
-      ? splitName(rawName)
-      : { firstName: formFirstName ?? "", lastName: formLastName ?? "" };
+    let firstName: string;
+    let lastName: string;
+
+    if (rawName) {
+      // Strip trailing bare dates DDMA appends to names e.g. "Christian Rodriguez 04/27/2026"
+      const cleanName = rawName.replace(/\s+\d{1,2}\/\d{1,2}\/\d{2,4}$/, "").trim();
+
+      if (cleanName.includes(",")) {
+        // "LAST, FIRST" format common on insurance portals
+        const [last, ...firstParts] = cleanName.split(",").map((s: string) => s.trim());
+        lastName = last || formLastName || "";
+        firstName = firstParts.join(" ").trim() || formFirstName || "";
+      } else {
+        const parsed = splitName(cleanName);
+        if (!parsed.lastName) {
+          // Single word — treat as last name, pull first name from form
+          lastName = parsed.firstName || formLastName || "";
+          firstName = formFirstName || "";
+        } else {
+          firstName = parsed.firstName || formFirstName || "";
+          lastName = parsed.lastName || formLastName || "";
+        }
+      }
+    } else {
+      firstName = formFirstName ?? "";
+      lastName = formLastName ?? "";
+    }
 
     // 2) Create / update patient
     await createOrUpdatePatientByInsuranceId({
@@ -104,7 +128,9 @@ async function processDdmaResult(
     });
 
     // 3) Fetch patient (needed for ID)
-    const patient = await storage.getPatientByInsuranceId(insuranceId);
+    const normalizedInsuranceId = insuranceId.replace(/\s+/g, "");
+    const patient = await storage.getPatientByInsuranceId(normalizedInsuranceId);
+    log("ddma-processor", `patient lookup after create: ${patient ? `id=${patient.id}` : "NOT FOUND"} for insuranceId="${normalizedInsuranceId}"`);
     if (!patient?.id) {
       output.patientUpdateStatus = "Patient not found; no update performed";
       return output;
@@ -177,6 +203,7 @@ async function processDdmaResult(
     output.pdfFileId = createdPdfFileId;
     return output;
   } catch (err: any) {
+    log("ddma-processor", `processDdmaResult ERROR: ${err?.message ?? String(err)}`, err);
     return {
       ...output,
       pdfUploadStatus:

apps/Backend/src/routes/patients.ts

@@ -24,9 +24,10 @@ router.get("/recent", async (req: Request, res: Response) => {
     const limit = parseInt(req.query.limit as string) || 10;
     const offset = parseInt(req.query.offset as string) || 0;
 
+    const userId = req.user!.id;
     const [patients, totalCount] = await Promise.all([
-      storage.getRecentPatients(limit, offset),
-      storage.getTotalPatientCount(),
+      storage.getRecentPatients(limit, offset, userId),
+      storage.getTotalPatientCount(userId),
     ]);
 
     res.json({ patients, totalCount });

apps/Backend/src/storage/patients-storage.ts

@@ -11,7 +11,7 @@ export interface IStorage {
   getPatient(id: number): Promise<Patient | undefined>;
   getPatientByInsuranceId(insuranceId: string): Promise<Patient | null>;
   getPatientsByUserId(userId: number): Promise<Patient[]>;
-  getRecentPatients(limit: number, offset: number): Promise<Patient[]>;
+  getRecentPatients(limit: number, offset: number, userId: number): Promise<Patient[]>;
   getPatientsByIds(ids: number[]): Promise<Patient[]>;
   createPatient(patient: InsertPatient): Promise<Patient>;
   updatePatient(id: number, patient: UpdatePatient): Promise<Patient>;
@@ -33,7 +33,7 @@ export interface IStorage {
       status: string;
     }[]
   >;
-  getTotalPatientCount(): Promise<number>;
+  getTotalPatientCount(userId: number): Promise<number>;
   countPatients(filters: any): Promise<number>; // optional but useful
   getPatientFinancialRows(
     patientId: number,
@@ -59,11 +59,12 @@ export const patientsStorage: IStorage = {
     });
   },
 
-  async getRecentPatients(limit: number, offset: number): Promise<Patient[]> {
+  async getRecentPatients(limit: number, offset: number, userId: number): Promise<Patient[]> {
     return db.patient.findMany({
+      where: { userId },
       skip: offset,
       take: limit,
-      orderBy: { createdAt: "desc" },
+      orderBy: { updatedAt: "desc" },
     });
   },
 
@@ -85,6 +86,7 @@ export const patientsStorage: IStorage = {
         status: true,
         userId: true,
         createdAt: true,
+        updatedAt: true,
       },
     });
   },
@@ -124,7 +126,7 @@ export const patientsStorage: IStorage = {
   }) {
     return db.patient.findMany({
       where: filters,
-      orderBy: { createdAt: "desc" },
+      orderBy: { updatedAt: "desc" },
       take: limit,
       skip: offset,
       select: {
@@ -141,8 +143,8 @@ export const patientsStorage: IStorage = {
     });
   },
 
-  async getTotalPatientCount(): Promise<number> {
-    return db.patient.count();
+  async getTotalPatientCount(userId: number): Promise<number> {
+    return db.patient.count({ where: { userId } });
   },
 
   async countPatients(filters: any) {