Spaces:
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Update app.py
Browse files
app.py
CHANGED
@@ -8,19 +8,27 @@ from utils import extract_kyc_fields
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# ------------------------------------------------------------------
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# π CREDENTIALS STRATEGY
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#
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#
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# If you insist, replace the REPLACE_ME values locally.
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# ------------------------------------------------------------------
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SF_DEFAULT_USERNAME = "[email protected]"
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SF_DEFAULT_PASSWORD = "Lic@2025"
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SF_DEFAULT_TOKEN = "AmmfRcd6IiYaRtSGntBnzNMQU"
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SF_DEFAULT_DOMAIN = "login"
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# ------------------------------------------------------------------
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# simple-salesforce
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try:
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from simple_salesforce import Salesforce
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SF_AVAILABLE = True
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except Exception:
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SF_AVAILABLE = False
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@@ -29,7 +37,7 @@ except Exception:
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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
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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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@@ -63,28 +71,67 @@ def _parse_birthdate(dob_text: str):
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return None
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def sf_connect_from_env_or_defaults():
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"""
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Tries env vars first (HF Space Secrets /
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Env vars: SF_USERNAME, SF_PASSWORD, SF_SECURITY_TOKEN, SF_DOMAIN
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"""
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if not SF_AVAILABLE:
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raise RuntimeError("simple-salesforce is not installed.")
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username = os.getenv("SF_USERNAME", SF_DEFAULT_USERNAME)
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password = os.getenv("SF_PASSWORD", SF_DEFAULT_PASSWORD)
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token = os.getenv("SF_SECURITY_TOKEN", SF_DEFAULT_TOKEN)
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domain = os.getenv("SF_DOMAIN", SF_DEFAULT_DOMAIN or "login")
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# Basic validation: block if still placeholders
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if any(v.startswith("REPLACE_ME") for v in [username, password, token]):
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raise ValueError(
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"Salesforce credentials missing. "
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"
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"or replace the REPLACE_ME_* constants in app.py."
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)
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def sf_push_kyc_record(sf, ocr_results):
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@@ -108,18 +155,20 @@ def sf_push_kyc_record(sf, ocr_results):
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payload = {
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"Aadhaar_Number__c": aadhaar_number,
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"Aadhaar_Name__c": aadhaar_name,
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"Aadhaar_DOB__c": aadhaar_dob,
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"PAN_Number__c": pan_number,
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"Pan_Name__c": pan_name,
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"Pan_DOB__c": pan_dob,
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}
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payload = {k: v for k, v in payload.items() if v is not None}
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try:
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result = sf.KYC_Record__c.create(payload)
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return {"success": True, "id": result.get("id"), "payload": payload}
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except Exception as e:
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-
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# ---------- gradio callback ----------
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@@ -159,7 +208,7 @@ def process_documents(aadhaar_file, pan_file, push_to_sf):
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created = sf_push_kyc_record(sf, results)
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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":
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return output
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@@ -169,11 +218,11 @@ 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
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"""
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)
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@@ -203,7 +252,7 @@ with gr.Blocks(title="Smart KYC OCR β Salesforce (KYC_Record__c)") as demo:
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gr.Markdown("---")
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gr.Markdown(
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"""
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π **
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"""
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)
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# ------------------------------------------------------------------
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# π CREDENTIALS STRATEGY
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# Prefer environment variables (Hugging Face Space Secrets or local env).
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# Emergency fallback (NOT recommended): replace these locally.
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# ------------------------------------------------------------------
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SF_DEFAULT_USERNAME = os.getenv("[email protected]", "REPLACE_ME_USERNAME")
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SF_DEFAULT_PASSWORD = os.getenv("Lic@2025", "REPLACE_ME_PASSWORD")
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SF_DEFAULT_TOKEN = os.getenv("AmmfRcd6IiYaRtSGntBnzNMQU", "REPLACE_ME_SECURITY_TOKEN")
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SF_DEFAULT_DOMAIN = os.getenv("SF_DOMAIN", "login") # "login" (prod) or "test" (sandbox)
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# ------------------------------------------------------------------
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# simple-salesforce + exceptions
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try:
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from simple_salesforce import Salesforce
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from simple_salesforce.exceptions import (
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SalesforceAuthenticationFailed,
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SalesforceGeneralError,
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SalesforceMalformedRequest,
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SalesforceExpiredSession,
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SalesforceRefusedRequest,
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SalesforceMoreThanOneRecord,
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SalesforceResourceNotFound
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)
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SF_AVAILABLE = True
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except Exception:
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SF_AVAILABLE = False
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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 (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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def _fmt_sf_error(err: Exception):
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"""
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Produce a clear, JSON-safe dict from any simple-salesforce error.
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"""
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# Default
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info = {"type": err.__class__.__name__, "message": str(err)}
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# Enrich known exceptions
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if isinstance(err, SalesforceAuthenticationFailed):
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# Has attributes: code, response.content, status, message, etc.
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content = getattr(err, "content", None) or getattr(err, "response", None)
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info.update({
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"category": "AUTHENTICATION",
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"status": getattr(err, "status", None),
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"content": getattr(content, "content", None) if hasattr(content, "content") else content,
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})
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elif isinstance(err, (SalesforceMalformedRequest, SalesforceGeneralError, SalesforceRefusedRequest)):
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# These typically have status/resource_name/content/url
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info.update({
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"category": "REQUEST",
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"status": getattr(err, "status", None),
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"resource": getattr(err, "resource_name", None),
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"url": getattr(err, "url", None),
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"content": getattr(err, "content", None),
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})
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elif isinstance(err, SalesforceResourceNotFound):
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info.update({"category": "NOT_FOUND"})
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elif isinstance(err, SalesforceExpiredSession):
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info.update({"category": "AUTH_EXPIRED"})
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return info
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def sf_connect_from_env_or_defaults():
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"""
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Tries env vars first (HF Space Secrets / local env), then hardcoded defaults.
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Env vars: SF_USERNAME, SF_PASSWORD, SF_SECURITY_TOKEN, SF_DOMAIN
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Also runs a quick auth test query to surface auth issues early.
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"""
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if not SF_AVAILABLE:
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raise RuntimeError("simple-salesforce is not installed. Add `simple-salesforce` to requirements.txt.")
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username = os.getenv("SF_USERNAME", SF_DEFAULT_USERNAME)
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password = os.getenv("SF_PASSWORD", SF_DEFAULT_PASSWORD)
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token = os.getenv("SF_SECURITY_TOKEN", SF_DEFAULT_TOKEN)
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domain = os.getenv("SF_DOMAIN", SF_DEFAULT_DOMAIN or "login")
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if any(v.startswith("REPLACE_ME") for v in [username, password, token]):
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raise ValueError(
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"Salesforce credentials missing. "
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"Set env vars (SF_USERNAME, SF_PASSWORD, SF_SECURITY_TOKEN, SF_DOMAIN) "
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"or replace the REPLACE_ME_* constants in app.py."
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)
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try:
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sf = Salesforce(username=username, password=password, security_token=token, domain=domain)
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# π lightweight auth sanity check
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sf.query("SELECT Id FROM User LIMIT 1")
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return sf
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except Exception as e:
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raise e
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def sf_push_kyc_record(sf, ocr_results):
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payload = {
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"Aadhaar_Number__c": aadhaar_number,
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"Aadhaar_Name__c": aadhaar_name,
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"Aadhaar_DOB__c": aadhaar_dob, # Date field in SF
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"PAN_Number__c": pan_number,
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"Pan_Name__c": pan_name,
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"Pan_DOB__c": pan_dob, # Date field in SF
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}
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# Remove None keys to avoid nulling non-nullable fields
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payload = {k: v for k, v in payload.items() if v is not None}
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try:
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result = sf.KYC_Record__c.create(payload)
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return {"success": True, "id": result.get("id"), "payload": payload}
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except Exception as e:
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# Return rich error info
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return {"success": False, "error": _fmt_sf_error(e), "payload": payload}
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# ---------- gradio callback ----------
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created = sf_push_kyc_record(sf, results)
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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": _fmt_sf_error(e)}
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return output
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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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**Creds**: Set env vars (preferred)
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`SF_USERNAME`, `SF_PASSWORD`, `SF_SECURITY_TOKEN`, `SF_DOMAIN` (login|test)
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or replace the placeholders in `app.py` (not recommended).
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"""
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)
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gr.Markdown("---")
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gr.Markdown(
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"""
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π **Note:** If you see an error, the response now includes the Salesforce status, URL, and error body.
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"""
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)
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