Update app.py

app.py

@@ -1,47 +1,179 @@
 import os
 os.environ["OMP_NUM_THREADS"] = "1"
 
+import re
+import datetime as dt
 import gradio as gr
 from utils import extract_kyc_fields
 
+# ------------------------------------------------------------------
+# 🔐 CREDENTIALS STRATEGY
+# 1) Preferred: read from environment (HF Space Secrets / .env).
+# 2) Fallback (NOT RECOMMENDED): hardcoded defaults below.
+#    If you insist, replace the REPLACE_ME values locally.
+# ------------------------------------------------------------------
+SF_DEFAULT_USERNAME = "REPLACE_ME_USERNAME"      # e.g., "[email protected]"
+SF_DEFAULT_PASSWORD = "REPLACE_ME_PASSWORD"      # e.g., "Lic@2025"
+SF_DEFAULT_TOKEN    = "REPLACE_ME_SECURITY_TOKEN" # e.g., "AmmfRcd6IiYaRtSGntBnzNMQU"
+SF_DEFAULT_DOMAIN   = "login"                     # "login" (prod) or "test" (sandbox)
+# ------------------------------------------------------------------
 
-def process_documents(aadhaar_file, pan_file):
+# simple-salesforce is required for SF push
+try:
+    from simple_salesforce import Salesforce
+    SF_AVAILABLE = True
+except Exception:
+    SF_AVAILABLE = False
+
+
+# ---------- helpers ----------
+def _parse_birthdate(dob_text: str):
+    """
+    Normalize DOB to YYYY-MM-DD for Salesforce Date fields.
+    Supports dd/mm/yyyy, dd-mm-yyyy, dd.mm.yyyy, yyyy-mm-dd, or just YYYY (mapped to mid-year).
+    """
+    if not dob_text or dob_text == "Not found":
+        return None
+    s = dob_text.strip()
+
+    m = re.fullmatch(r"(\d{4})-(\d{2})-(\d{2})", s)
+    if m:
+        y, mo, d = map(int, m.groups())
+        try:
+            return dt.date(y, mo, d).isoformat()
+        except ValueError:
+            return None
+
+    m = re.fullmatch(r"(\d{2})[./-](\d{2})[./-](\d{4})", s)
+    if m:
+        d, mo, y = map(int, m.groups())
+        try:
+            return dt.date(y, mo, d).isoformat()
+        except ValueError:
+            return None
+
+    m = re.fullmatch(r"(19|20)\d{2}", s)
+    if m:
+        y = int(s)
+        try:
+            return dt.date(y, 6, 15).isoformat()
+        except ValueError:
+            return None
+
+    return None
+
+
+def sf_connect_from_env_or_defaults():
     """
-    Takes one Aadhaar file and one PAN file,
-    extracts KYC fields, and returns combined JSON.
+    Tries env vars first (HF Space Secrets / .env), then hardcoded defaults.
+    Env vars: SF_USERNAME, SF_PASSWORD, SF_SECURITY_TOKEN, SF_DOMAIN
+    """
+    if not SF_AVAILABLE:
+        raise RuntimeError("simple-salesforce is not installed.")
+
+    username = os.getenv("SF_USERNAME", SF_DEFAULT_USERNAME)
+    password = os.getenv("SF_PASSWORD", SF_DEFAULT_PASSWORD)
+    token    = os.getenv("SF_SECURITY_TOKEN", SF_DEFAULT_TOKEN)
+    domain   = os.getenv("SF_DOMAIN", SF_DEFAULT_DOMAIN or "login")
+
+    # Basic validation: block if still placeholders
+    if any(v.startswith("REPLACE_ME") for v in [username, password, token]):
+        raise ValueError(
+            "Salesforce credentials missing. "
+            "Either set Space Secrets/ENV (SF_USERNAME, SF_PASSWORD, SF_SECURITY_TOKEN, SF_DOMAIN) "
+            "or replace the REPLACE_ME_* constants in app.py."
+        )
+
+    return Salesforce(username=username, password=password, security_token=token, domain=domain)
+
+
+def sf_push_kyc_record(sf, ocr_results):
+    """
+    Create one KYC_Record__c combining Aadhaar + PAN.
+    Fields:
+      Aadhaar_Number__c, Aadhaar_Name__c, Aadhaar_DOB__c (Date)
+      PAN_Number__c,    Pan_Name__c,     Pan_DOB__c     (Date)
+    """
+    a = ocr_results.get("aadhaar") or {}
+    p = ocr_results.get("pan") or {}
+
+    aadhaar_number = a.get("aadhaar_number") if (a.get("card_type") == "AADHAAR") else None
+    aadhaar_name   = a.get("name") if (a.get("card_type") == "AADHAAR") else None
+    aadhaar_dob    = _parse_birthdate(a.get("dob")) if (a.get("card_type") == "AADHAAR") else None
+
+    pan_number     = p.get("pan_number") if (p.get("card_type") == "PAN") else None
+    pan_name       = p.get("name") if (p.get("card_type") == "PAN") else None
+    pan_dob        = _parse_birthdate(p.get("dob")) if (p.get("card_type") == "PAN") else None
+
+    payload = {
+        "Aadhaar_Number__c": aadhaar_number,
+        "Aadhaar_Name__c":   aadhaar_name,
+        "Aadhaar_DOB__c":    aadhaar_dob,
+        "PAN_Number__c":     pan_number,
+        "Pan_Name__c":       pan_name,
+        "Pan_DOB__c":        pan_dob,
+    }
+    payload = {k: v for k, v in payload.items() if v is not None}
+
+    try:
+        result = sf.KYC_Record__c.create(payload)
+        return {"success": True, "id": result.get("id"), "payload": payload}
+    except Exception as e:
+        return {"success": False, "error": str(e), "payload": payload}
+
+
+# ---------- gradio callback ----------
+def process_documents(aadhaar_file, pan_file, push_to_sf):
+    """
+    - Runs OCR on Aadhaar and PAN separately.
+    - Optionally pushes a single KYC_Record__c to Salesforce.
     """
     results = {"aadhaar": None, "pan": None}
 
+    if not aadhaar_file and not pan_file:
+        return {"error": "Please upload at least one file (Aadhaar and/or PAN)."}
+
+    # OCR Aadhaar
     if aadhaar_file:
         try:
             res = extract_kyc_fields(aadhaar_file.name)
             res["source_file"] = os.path.basename(aadhaar_file.name)
             results["aadhaar"] = res
         except Exception as e:
-            results["aadhaar"] = {"error": f"Aadhaar OCR failed: {str(e)}"}
+            results["aadhaar"] = {"error": f"Aadhaar OCR failed: {str(e)}", "card_type": "UNKNOWN"}
 
+    # OCR PAN
     if pan_file:
         try:
             res = extract_kyc_fields(pan_file.name)
             res["source_file"] = os.path.basename(pan_file.name)
             results["pan"] = res
         except Exception as e:
-            results["pan"] = {"error": f"PAN OCR failed: {str(e)}"}
+            results["pan"] = {"error": f"PAN OCR failed: {str(e)}", "card_type": "UNKNOWN"}
 
-    if not aadhaar_file and not pan_file:
-        return {"error": "Please upload both Aadhaar and PAN files."}
+    output = {"ocr": results}
 
-    return results
+    if push_to_sf:
+        try:
+            sf = sf_connect_from_env_or_defaults()
+            created = sf_push_kyc_record(sf, results)
+            output["salesforce"] = {"pushed": created.get("success", False), **created}
+        except Exception as e:
+            output["salesforce"] = {"pushed": False, "error": str(e)}
 
+    return output
 
-with gr.Blocks(title="Smart KYC OCR") as demo:
+
+# ---------- UI ----------
+with gr.Blocks(title="Smart KYC OCR → Salesforce (KYC_Record__c)") as demo:
     gr.Markdown(
         """
-        # 🧾 Smart KYC OCR Tool
-        Upload an **Aadhaar card** and a **PAN card** separately.  
-        Click **Extract KYC Info** to get structured output.
+        # 🧾 Smart KYC OCR → Salesforce
+        Upload **Aadhaar** and **PAN** in separate boxes, then (optional) push a single **KYC_Record__c**.
 
-        ---
+        - Preferred: configure `SF_USERNAME`, `SF_PASSWORD`, `SF_SECURITY_TOKEN`, `SF_DOMAIN` as environment variables
+          (Hugging Face **Space Secrets**).
+        - Emergency fallback: edit the `SF_DEFAULT_*` constants in `app.py` (NOT recommended).
         """
     )
 
@@ -57,20 +189,21 @@ with gr.Blocks(title="Smart KYC OCR") as demo:
                 file_types=[".jpg", ".jpeg", ".png"]
             )
 
+    push_to_sf = gr.Checkbox(label="Push to Salesforce (create KYC_Record__c)", value=False)
+
     submit_btn = gr.Button("🔍 Extract KYC Info", variant="primary")
-    output_json = gr.JSON(label="📋 Extracted KYC Fields")
+    output_json = gr.JSON(label="📋 Output (OCR + Salesforce)")
 
     submit_btn.click(
         fn=process_documents,
-        inputs=[aadhaar_uploader, pan_uploader],
+        inputs=[aadhaar_uploader, pan_uploader, push_to_sf],
         outputs=output_json,
     )
 
     gr.Markdown("---")
     gr.Markdown(
         """
-        🔒 **Privacy Note:** This app processes your documents locally in the cloud.  
-        No data is stored or shared.
+        🔒 **Security note:** Avoid hardcoding secrets. Prefer Space Secrets / environment variables.
         """
     )