import os os.environ["OMP_NUM_THREADS"] = "1" import re import datetime as dt import gradio as gr from utils import extract_kyc_fields # ------------------------------------------------------------------ # ๐Ÿ” CREDENTIALS STRATEGY # Prefer environment variables (Hugging Face Space Secrets or local env). # Emergency fallback (NOT recommended): replace these locally. # ------------------------------------------------------------------ SF_DEFAULT_USERNAME = os.getenv("licproject@2025.com", "REPLACE_ME_USERNAME") SF_DEFAULT_PASSWORD = os.getenv("Lic@2025", "REPLACE_ME_PASSWORD") SF_DEFAULT_TOKEN = os.getenv("AmmfRcd6IiYaRtSGntBnzNMQU", "REPLACE_ME_SECURITY_TOKEN") SF_DEFAULT_DOMAIN = os.getenv("SF_DOMAIN", "login") # "login" (prod) or "test" (sandbox) # ------------------------------------------------------------------ # simple-salesforce + exceptions try: from simple_salesforce import Salesforce from simple_salesforce.exceptions import ( SalesforceAuthenticationFailed, SalesforceGeneralError, SalesforceMalformedRequest, SalesforceExpiredSession, SalesforceRefusedRequest, SalesforceMoreThanOneRecord, SalesforceResourceNotFound ) SF_AVAILABLE = True except Exception: SF_AVAILABLE = False # ---------- helpers ---------- def _parse_birthdate(dob_text: str): """ Normalize DOB to YYYY-MM-DD (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 _fmt_sf_error(err: Exception): """ Produce a clear, JSON-safe dict from any simple-salesforce error. """ # Default info = {"type": err.__class__.__name__, "message": str(err)} # Enrich known exceptions if isinstance(err, SalesforceAuthenticationFailed): # Has attributes: code, response.content, status, message, etc. content = getattr(err, "content", None) or getattr(err, "response", None) info.update({ "category": "AUTHENTICATION", "status": getattr(err, "status", None), "content": getattr(content, "content", None) if hasattr(content, "content") else content, }) elif isinstance(err, (SalesforceMalformedRequest, SalesforceGeneralError, SalesforceRefusedRequest)): # These typically have status/resource_name/content/url info.update({ "category": "REQUEST", "status": getattr(err, "status", None), "resource": getattr(err, "resource_name", None), "url": getattr(err, "url", None), "content": getattr(err, "content", None), }) elif isinstance(err, SalesforceResourceNotFound): info.update({"category": "NOT_FOUND"}) elif isinstance(err, SalesforceExpiredSession): info.update({"category": "AUTH_EXPIRED"}) return info def sf_connect_from_env_or_defaults(): """ Tries env vars first (HF Space Secrets / local env), then hardcoded defaults. Env vars: SF_USERNAME, SF_PASSWORD, SF_SECURITY_TOKEN, SF_DOMAIN Also runs a quick auth test query to surface auth issues early. """ if not SF_AVAILABLE: raise RuntimeError("simple-salesforce is not installed. Add `simple-salesforce` to requirements.txt.") 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") if any(v.startswith("REPLACE_ME") for v in [username, password, token]): raise ValueError( "Salesforce credentials missing. " "Set env vars (SF_USERNAME, SF_PASSWORD, SF_SECURITY_TOKEN, SF_DOMAIN) " "or replace the REPLACE_ME_* constants in app.py." ) try: sf = Salesforce(username=username, password=password, security_token=token, domain=domain) # ๐Ÿ”Ž lightweight auth sanity check sf.query("SELECT Id FROM User LIMIT 1") return sf except Exception as e: raise e 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, # Date field in SF "PAN_Number__c": pan_number, "Pan_Name__c": pan_name, "Pan_DOB__c": pan_dob, # Date field in SF } # Remove None keys to avoid nulling non-nullable fields 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 rich error info return {"success": False, "error": _fmt_sf_error(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)}", "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)}", "card_type": "UNKNOWN"} output = {"ocr": 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": _fmt_sf_error(e)} return output # ---------- UI ---------- with gr.Blocks(title="Smart KYC OCR โ†’ Salesforce (KYC_Record__c)") as demo: gr.Markdown( """ # ๐Ÿงพ Smart KYC OCR โ†’ Salesforce Upload **Aadhaar** and **PAN** in separate boxes, then (optional) push one **KYC_Record__c**. **Creds**: Set env vars (preferred) `SF_USERNAME`, `SF_PASSWORD`, `SF_SECURITY_TOKEN`, `SF_DOMAIN` (login|test) or replace the placeholders in `app.py` (not recommended). """ ) with gr.Row(): with gr.Column(scale=1): aadhaar_uploader = gr.File( label="๐Ÿ“ค Aadhaar Upload", file_types=[".jpg", ".jpeg", ".png"] ) with gr.Column(scale=1): pan_uploader = gr.File( label="๐Ÿ“ค PAN Upload", file_types=[".jpg", ".jpeg", ".png"] ) push_to_sf = gr.Checkbox(label="Push to Salesforce (create KYC_Record__c)", value=False) submit_btn = gr.Button("๐Ÿ” Extract KYC Info", variant="primary") output_json = gr.JSON(label="๐Ÿ“‹ Output (OCR + Salesforce)") submit_btn.click( fn=process_documents, inputs=[aadhaar_uploader, pan_uploader, push_to_sf], outputs=output_json, ) gr.Markdown("---") gr.Markdown( """ ๐Ÿ”’ **Note:** If you see an error, the response now includes the Salesforce status, URL, and error body. """ ) if __name__ == "__main__": demo.launch()