gopichandra commited on
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1ae8f9f
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1 Parent(s): aad6b97

Update app.py

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Files changed (1) hide show
  1. app.py +13 -72
app.py CHANGED
@@ -6,24 +6,16 @@ import json
6
  import datetime as dt
7
  import gradio as gr
8
  from utils import extract_kyc_fields
 
9
 
10
- # ------------------ HARD-CODED SALESFORCE CREDS ------------------
11
  SF_USERNAME = "[email protected]"
12
  SF_PASSWORD = "Lic@2025"
13
  SF_SECURITY_TOKEN = "AmmfRcd6IiYaRtSGntBnzNMQU"
14
- SF_DOMAIN = "login" # "login" for prod/dev, "test" for sandbox
15
- # ---------------------------------------------------------------
16
-
17
- # simple-salesforce 1.11.6
18
- from simple_salesforce import Salesforce
19
-
20
 
21
- # ---------- helpers ----------
22
  def _parse_birthdate(dob_text: str):
23
- """
24
- Normalize DOB to YYYY-MM-DD for Salesforce Date fields.
25
- Supports dd/mm/yyyy, dd-mm-yyyy, dd.mm.yyyy, yyyy-mm-dd, or just YYYY (mapped to mid-year).
26
- """
27
  if not dob_text or dob_text == "Not found":
28
  return None
29
  s = dob_text.strip()
@@ -54,30 +46,17 @@ def _parse_birthdate(dob_text: str):
54
 
55
  return None
56
 
57
-
58
  def sf_login():
59
- """
60
- Login with simple-salesforce (v1.11.6). If creds are invalid or API is blocked,
61
- Salesforce will raise here. We'll surface the raw error to the UI.
62
- """
63
  sf = Salesforce(
64
  username=SF_USERNAME,
65
  password=SF_PASSWORD,
66
  security_token=SF_SECURITY_TOKEN,
67
  domain=SF_DOMAIN,
68
  )
69
- # Lightweight check so bad auth is surfaced immediately
70
  sf.query("SELECT Id FROM User LIMIT 1")
71
  return sf
72
 
73
-
74
  def sf_create_kyc_via_session(sf, payload: dict):
75
- """
76
- Use the same authenticated session from simple-salesforce to POST directly
77
- to the REST sObject endpoint. This avoids the SDK's create() wrapper and
78
- the 'SalesforceError.__init__() missing ...' TypeError you've been seeing.
79
- """
80
- # In simple-salesforce 1.11.6, base_url ends with `/services/data/vXX.X/`
81
  url = f"{sf.base_url}sobjects/KYC_Record__c"
82
  resp = sf.session.post(url, json=payload, headers=sf.headers, timeout=30)
83
 
@@ -88,15 +67,8 @@ def sf_create_kyc_via_session(sf, payload: dict):
88
 
89
  if 200 <= resp.status_code < 300:
90
  rec_id = body.get("id") if isinstance(body, dict) else None
91
- return {
92
- "success": True,
93
- "id": rec_id,
94
- "status_code": resp.status_code,
95
- "url": url,
96
- "response_json": body
97
- }
98
-
99
- # Return *raw* details (no SDK exception wrapper involved)
100
  return {
101
  "success": False,
102
  "status_code": resp.status_code,
@@ -105,14 +77,7 @@ def sf_create_kyc_via_session(sf, payload: dict):
105
  "response_text": resp.text,
106
  }
107
 
108
-
109
  def build_payload(ocr_results: dict):
110
- """
111
- Map OCR outputs to your Salesforce fields on KYC_Record__c.
112
- Fields:
113
- Aadhaar_Number__c, Aadhaar_Name__c, Aadhaar_DOB__c (Date)
114
- PAN_Number__c, Pan_Name__c, Pan_DOB__c (Date)
115
- """
116
  a = (ocr_results.get("aadhaar") or {})
117
  p = (ocr_results.get("pan") or {})
118
 
@@ -124,21 +89,14 @@ def build_payload(ocr_results: dict):
124
  "Pan_Name__c": p.get("name") if p.get("card_type") == "PAN" else None,
125
  "Pan_DOB__c": _parse_birthdate(p.get("dob")) if p.get("card_type") == "PAN" else None,
126
  }
127
- # Drop Nones so we don't try to set blanks on required fields
128
  return {k: v for k, v in payload.items() if v is not None}
129
 
130
-
131
- # ---------- Gradio callback ----------
132
  def process_documents(aadhaar_file, pan_file, push_to_sf):
133
- """
134
- OCR both uploads; optionally push one KYC_Record__c via simple-salesforce session POST.
135
- """
136
  results = {"aadhaar": None, "pan": None}
137
 
138
  if not aadhaar_file and not pan_file:
139
  return {"error": "Please upload at least one file (Aadhaar and/or PAN)."}
140
 
141
- # OCR Aadhaar
142
  if aadhaar_file:
143
  try:
144
  res = extract_kyc_fields(aadhaar_file.name)
@@ -147,7 +105,6 @@ def process_documents(aadhaar_file, pan_file, push_to_sf):
147
  except Exception as e:
148
  results["aadhaar"] = {"error": f"Aadhaar OCR failed: {str(e)}", "card_type": "UNKNOWN"}
149
 
150
- # OCR PAN
151
  if pan_file:
152
  try:
153
  res = extract_kyc_fields(pan_file.name)
@@ -165,40 +122,24 @@ def process_documents(aadhaar_file, pan_file, push_to_sf):
165
  created = sf_create_kyc_via_session(sf, payload)
166
  output["salesforce"] = {"pushed": created.get("success", False), **created}
167
  except Exception as e:
168
- # Any auth/connection error shown plainly (not wrapped by SDK)
169
- output["salesforce"] = {
170
- "pushed": False,
171
- "error": {"type": e.__class__.__name__, "message": str(e)}
172
- }
173
 
174
  return output
175
 
176
-
177
- # ---------- UI ----------
178
  with gr.Blocks(title="Smart KYC OCR β†’ Salesforce (KYC_Record__c)") as demo:
179
- gr.Markdown(
180
- """
181
- # 🧾 Smart KYC OCR β†’ Salesforce
182
- Upload **Aadhaar** and **PAN** in separate boxes, then (optional) push one **KYC_Record__c**.
183
- """
184
- )
185
 
186
  with gr.Row():
187
- with gr.Column(scale=1):
188
  aadhaar_uploader = gr.File(label="πŸ“€ Aadhaar Upload", file_types=[".jpg", ".jpeg", ".png"])
189
- with gr.Column(scale=1):
190
  pan_uploader = gr.File(label="πŸ“€ PAN Upload", file_types=[".jpg", ".jpeg", ".png"])
191
 
192
- push_to_sf = gr.Checkbox(label="Push to Salesforce (create KYC_Record__c)", value=False)
193
-
194
  submit_btn = gr.Button("πŸ” Extract KYC Info", variant="primary")
195
- output_json = gr.JSON(label="πŸ“‹ Output (OCR + Salesforce)")
196
 
197
- submit_btn.click(
198
- fn=process_documents,
199
- inputs=[aadhaar_uploader, pan_uploader, push_to_sf],
200
- outputs=output_json,
201
- )
202
 
203
  if __name__ == "__main__":
204
  demo.launch()
 
6
  import datetime as dt
7
  import gradio as gr
8
  from utils import extract_kyc_fields
9
+ from simple_salesforce import Salesforce
10
 
11
+ # ------------------ SALESFORCE CREDS ------------------
12
  SF_USERNAME = "[email protected]"
13
  SF_PASSWORD = "Lic@2025"
14
  SF_SECURITY_TOKEN = "AmmfRcd6IiYaRtSGntBnzNMQU"
15
+ SF_DOMAIN = "login" # change to "test" if sandbox
16
+ # -------------------------------------------------------
 
 
 
 
17
 
 
18
  def _parse_birthdate(dob_text: str):
 
 
 
 
19
  if not dob_text or dob_text == "Not found":
20
  return None
21
  s = dob_text.strip()
 
46
 
47
  return None
48
 
 
49
  def sf_login():
 
 
 
 
50
  sf = Salesforce(
51
  username=SF_USERNAME,
52
  password=SF_PASSWORD,
53
  security_token=SF_SECURITY_TOKEN,
54
  domain=SF_DOMAIN,
55
  )
 
56
  sf.query("SELECT Id FROM User LIMIT 1")
57
  return sf
58
 
 
59
  def sf_create_kyc_via_session(sf, payload: dict):
 
 
 
 
 
 
60
  url = f"{sf.base_url}sobjects/KYC_Record__c"
61
  resp = sf.session.post(url, json=payload, headers=sf.headers, timeout=30)
62
 
 
67
 
68
  if 200 <= resp.status_code < 300:
69
  rec_id = body.get("id") if isinstance(body, dict) else None
70
+ return {"success": True, "id": rec_id, "status_code": resp.status_code, "url": url, "response_json": body}
71
+
 
 
 
 
 
 
 
72
  return {
73
  "success": False,
74
  "status_code": resp.status_code,
 
77
  "response_text": resp.text,
78
  }
79
 
 
80
  def build_payload(ocr_results: dict):
 
 
 
 
 
 
81
  a = (ocr_results.get("aadhaar") or {})
82
  p = (ocr_results.get("pan") or {})
83
 
 
89
  "Pan_Name__c": p.get("name") if p.get("card_type") == "PAN" else None,
90
  "Pan_DOB__c": _parse_birthdate(p.get("dob")) if p.get("card_type") == "PAN" else None,
91
  }
 
92
  return {k: v for k, v in payload.items() if v is not None}
93
 
 
 
94
  def process_documents(aadhaar_file, pan_file, push_to_sf):
 
 
 
95
  results = {"aadhaar": None, "pan": None}
96
 
97
  if not aadhaar_file and not pan_file:
98
  return {"error": "Please upload at least one file (Aadhaar and/or PAN)."}
99
 
 
100
  if aadhaar_file:
101
  try:
102
  res = extract_kyc_fields(aadhaar_file.name)
 
105
  except Exception as e:
106
  results["aadhaar"] = {"error": f"Aadhaar OCR failed: {str(e)}", "card_type": "UNKNOWN"}
107
 
 
108
  if pan_file:
109
  try:
110
  res = extract_kyc_fields(pan_file.name)
 
122
  created = sf_create_kyc_via_session(sf, payload)
123
  output["salesforce"] = {"pushed": created.get("success", False), **created}
124
  except Exception as e:
125
+ output["salesforce"] = {"pushed": False, "error": {"type": e.__class__.__name__, "message": str(e)}}
 
 
 
 
126
 
127
  return output
128
 
 
 
129
  with gr.Blocks(title="Smart KYC OCR β†’ Salesforce (KYC_Record__c)") as demo:
130
+ gr.Markdown("# 🧾 Smart KYC OCR β†’ Salesforce\nUpload Aadhaar and PAN, then optionally push one record.")
 
 
 
 
 
131
 
132
  with gr.Row():
133
+ with gr.Column():
134
  aadhaar_uploader = gr.File(label="πŸ“€ Aadhaar Upload", file_types=[".jpg", ".jpeg", ".png"])
135
+ with gr.Column():
136
  pan_uploader = gr.File(label="πŸ“€ PAN Upload", file_types=[".jpg", ".jpeg", ".png"])
137
 
138
+ push_to_sf = gr.Checkbox(label="Push to Salesforce", value=False)
 
139
  submit_btn = gr.Button("πŸ” Extract KYC Info", variant="primary")
140
+ output_json = gr.JSON(label="πŸ“‹ Output")
141
 
142
+ submit_btn.click(fn=process_documents, inputs=[aadhaar_uploader, pan_uploader, push_to_sf], outputs=output_json)
 
 
 
 
143
 
144
  if __name__ == "__main__":
145
  demo.launch()