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Update app.py
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app.py
CHANGED
@@ -6,24 +6,16 @@ import json
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import datetime as dt
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import gradio as gr
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from utils import extract_kyc_fields
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# ------------------
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SF_USERNAME = "[email protected]"
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SF_PASSWORD = "Lic@2025"
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SF_SECURITY_TOKEN = "AmmfRcd6IiYaRtSGntBnzNMQU"
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SF_DOMAIN = "login"
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#
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# simple-salesforce 1.11.6
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from simple_salesforce import Salesforce
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# ---------- helpers ----------
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def _parse_birthdate(dob_text: str):
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"""
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Normalize DOB to YYYY-MM-DD for Salesforce Date fields.
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Supports dd/mm/yyyy, dd-mm-yyyy, dd.mm.yyyy, yyyy-mm-dd, or just YYYY (mapped to mid-year).
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"""
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if not dob_text or dob_text == "Not found":
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return None
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s = dob_text.strip()
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@@ -54,30 +46,17 @@ def _parse_birthdate(dob_text: str):
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return None
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def sf_login():
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"""
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Login with simple-salesforce (v1.11.6). If creds are invalid or API is blocked,
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Salesforce will raise here. We'll surface the raw error to the UI.
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"""
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sf = Salesforce(
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username=SF_USERNAME,
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password=SF_PASSWORD,
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security_token=SF_SECURITY_TOKEN,
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domain=SF_DOMAIN,
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)
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# Lightweight check so bad auth is surfaced immediately
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sf.query("SELECT Id FROM User LIMIT 1")
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return sf
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def sf_create_kyc_via_session(sf, payload: dict):
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"""
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Use the same authenticated session from simple-salesforce to POST directly
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to the REST sObject endpoint. This avoids the SDK's create() wrapper and
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the 'SalesforceError.__init__() missing ...' TypeError you've been seeing.
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"""
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# In simple-salesforce 1.11.6, base_url ends with `/services/data/vXX.X/`
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url = f"{sf.base_url}sobjects/KYC_Record__c"
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resp = sf.session.post(url, json=payload, headers=sf.headers, timeout=30)
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@@ -88,15 +67,8 @@ def sf_create_kyc_via_session(sf, payload: dict):
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if 200 <= resp.status_code < 300:
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rec_id = body.get("id") if isinstance(body, dict) else None
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return {
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"id": rec_id,
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"status_code": resp.status_code,
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"url": url,
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"response_json": body
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}
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# Return *raw* details (no SDK exception wrapper involved)
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return {
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"success": False,
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"status_code": resp.status_code,
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@@ -105,14 +77,7 @@ def sf_create_kyc_via_session(sf, payload: dict):
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"response_text": resp.text,
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}
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def build_payload(ocr_results: dict):
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"""
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Map OCR outputs to your Salesforce fields on KYC_Record__c.
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Fields:
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Aadhaar_Number__c, Aadhaar_Name__c, Aadhaar_DOB__c (Date)
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PAN_Number__c, Pan_Name__c, Pan_DOB__c (Date)
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"""
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a = (ocr_results.get("aadhaar") or {})
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p = (ocr_results.get("pan") or {})
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"Pan_Name__c": p.get("name") if p.get("card_type") == "PAN" else None,
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"Pan_DOB__c": _parse_birthdate(p.get("dob")) if p.get("card_type") == "PAN" else None,
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}
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# Drop Nones so we don't try to set blanks on required fields
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return {k: v for k, v in payload.items() if v is not None}
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# ---------- Gradio callback ----------
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def process_documents(aadhaar_file, pan_file, push_to_sf):
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"""
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OCR both uploads; optionally push one KYC_Record__c via simple-salesforce session POST.
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"""
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results = {"aadhaar": None, "pan": None}
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if not aadhaar_file and not pan_file:
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return {"error": "Please upload at least one file (Aadhaar and/or PAN)."}
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# OCR Aadhaar
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if aadhaar_file:
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try:
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res = extract_kyc_fields(aadhaar_file.name)
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@@ -147,7 +105,6 @@ def process_documents(aadhaar_file, pan_file, push_to_sf):
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except Exception as e:
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results["aadhaar"] = {"error": f"Aadhaar OCR failed: {str(e)}", "card_type": "UNKNOWN"}
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# OCR PAN
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if pan_file:
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try:
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res = extract_kyc_fields(pan_file.name)
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@@ -165,40 +122,24 @@ def process_documents(aadhaar_file, pan_file, push_to_sf):
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created = sf_create_kyc_via_session(sf, payload)
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output["salesforce"] = {"pushed": created.get("success", False), **created}
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except Exception as e:
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output["salesforce"] = {
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"pushed": False,
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"error": {"type": e.__class__.__name__, "message": str(e)}
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}
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return output
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# ---------- UI ----------
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with gr.Blocks(title="Smart KYC OCR β Salesforce (KYC_Record__c)") as demo:
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gr.Markdown(
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"""
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# π§Ύ Smart KYC OCR β Salesforce
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Upload **Aadhaar** and **PAN** in separate boxes, then (optional) push one **KYC_Record__c**.
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"""
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)
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with gr.Row():
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with gr.Column(
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aadhaar_uploader = gr.File(label="π€ Aadhaar Upload", file_types=[".jpg", ".jpeg", ".png"])
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with gr.Column(
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pan_uploader = gr.File(label="π€ PAN Upload", file_types=[".jpg", ".jpeg", ".png"])
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push_to_sf = gr.Checkbox(label="Push to Salesforce
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submit_btn = gr.Button("π Extract KYC Info", variant="primary")
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output_json = gr.JSON(label="π Output
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submit_btn.click(
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fn=process_documents,
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inputs=[aadhaar_uploader, pan_uploader, push_to_sf],
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outputs=output_json,
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)
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if __name__ == "__main__":
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demo.launch()
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import datetime as dt
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import gradio as gr
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from utils import extract_kyc_fields
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from simple_salesforce import Salesforce
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# ------------------ SALESFORCE CREDS ------------------
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SF_USERNAME = "[email protected]"
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SF_PASSWORD = "Lic@2025"
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SF_SECURITY_TOKEN = "AmmfRcd6IiYaRtSGntBnzNMQU"
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SF_DOMAIN = "login" # change to "test" if sandbox
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# -------------------------------------------------------
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def _parse_birthdate(dob_text: str):
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if not dob_text or dob_text == "Not found":
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return None
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s = dob_text.strip()
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return None
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def sf_login():
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sf = Salesforce(
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username=SF_USERNAME,
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password=SF_PASSWORD,
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security_token=SF_SECURITY_TOKEN,
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domain=SF_DOMAIN,
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)
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sf.query("SELECT Id FROM User LIMIT 1")
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return sf
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def sf_create_kyc_via_session(sf, payload: dict):
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url = f"{sf.base_url}sobjects/KYC_Record__c"
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resp = sf.session.post(url, json=payload, headers=sf.headers, timeout=30)
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if 200 <= resp.status_code < 300:
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rec_id = body.get("id") if isinstance(body, dict) else None
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return {"success": True, "id": rec_id, "status_code": resp.status_code, "url": url, "response_json": body}
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return {
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"success": False,
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"status_code": resp.status_code,
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"response_text": resp.text,
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}
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def build_payload(ocr_results: dict):
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a = (ocr_results.get("aadhaar") or {})
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p = (ocr_results.get("pan") or {})
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"Pan_Name__c": p.get("name") if p.get("card_type") == "PAN" else None,
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"Pan_DOB__c": _parse_birthdate(p.get("dob")) if p.get("card_type") == "PAN" else None,
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}
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return {k: v for k, v in payload.items() if v is not None}
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def process_documents(aadhaar_file, pan_file, push_to_sf):
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results = {"aadhaar": None, "pan": None}
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if not aadhaar_file and not pan_file:
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return {"error": "Please upload at least one file (Aadhaar and/or PAN)."}
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if aadhaar_file:
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try:
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res = extract_kyc_fields(aadhaar_file.name)
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except Exception as e:
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results["aadhaar"] = {"error": f"Aadhaar OCR failed: {str(e)}", "card_type": "UNKNOWN"}
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if pan_file:
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try:
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res = extract_kyc_fields(pan_file.name)
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created = sf_create_kyc_via_session(sf, payload)
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output["salesforce"] = {"pushed": created.get("success", False), **created}
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except Exception as e:
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output["salesforce"] = {"pushed": False, "error": {"type": e.__class__.__name__, "message": str(e)}}
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return output
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with gr.Blocks(title="Smart KYC OCR β Salesforce (KYC_Record__c)") as demo:
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gr.Markdown("# π§Ύ Smart KYC OCR β Salesforce\nUpload Aadhaar and PAN, then optionally push one record.")
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with gr.Row():
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with gr.Column():
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aadhaar_uploader = gr.File(label="π€ Aadhaar Upload", file_types=[".jpg", ".jpeg", ".png"])
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with gr.Column():
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pan_uploader = gr.File(label="π€ PAN Upload", file_types=[".jpg", ".jpeg", ".png"])
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push_to_sf = gr.Checkbox(label="Push to Salesforce", value=False)
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submit_btn = gr.Button("π Extract KYC Info", variant="primary")
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output_json = gr.JSON(label="π Output")
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submit_btn.click(fn=process_documents, inputs=[aadhaar_uploader, pan_uploader, push_to_sf], outputs=output_json)
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if __name__ == "__main__":
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demo.launch()
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