import os os.environ["OMP_NUM_THREADS"] = "1" import re import json import datetime as dt import gradio as gr from utils import extract_kyc_fields # ------------------ HARD-CODED SALESFORCE CREDS (as requested) ------------------ SF_USERNAME = "licproject@2025.com" SF_PASSWORD = "Lic@2025" SF_SECURITY_TOKEN = "AmmfRcd6IiYaRtSGntBnzNMQU" SF_DOMAIN = "login" # "login" for prod, "test" for 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.""" info = {"type": err.__class__.__name__, "message": str(err)} if isinstance(err, SalesforceAuthenticationFailed): 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)): 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(): """ Connect to Salesforce using the hardcoded credentials. Also runs a quick auth query to surface any auth issues clearly. """ if not SF_AVAILABLE: raise RuntimeError("simple-salesforce is not installed. Add `simple-salesforce` to requirements.txt.") sf = Salesforce( username=SF_USERNAME, password=SF_PASSWORD, security_token=SF_SECURITY_TOKEN, domain=SF_DOMAIN, ) # quick auth sanity check (will raise on bad auth) sf.query("SELECT Id FROM User LIMIT 1") return sf def _raw_create_with_fallback(sf, object_api_name: str, payload: dict): """ Fallback path that bypasses simple-salesforce's error wrappers and calls REST directly. Always returns a dict: - on success: {"success": True, "id": "...", "url": "...", "status_code": 201} - on error: {"success": False, "status_code": , "url": "...", "response_json": , "response_text": } """ url = f"{sf.base_url}sobjects/{object_api_name}" try: resp = sf.session.post(url, json=payload, headers=sf.headers, timeout=30) status = resp.status_code try: body = resp.json() except Exception: body = None if 200 <= status < 300: # Salesforce returns {"id": "...", "success": true, "errors": []} rec_id = (body or {}).get("id") if isinstance(body, dict) else None return {"success": True, "id": rec_id, "status_code": status, "url": url, "response_json": body} else: # Return raw details so you see the exact field/object error return { "success": False, "status_code": status, "url": url, "response_json": body, "response_text": resp.text, } except Exception as e: # Network or session issues return {"success": False, "url": url, "exception": _fmt_sf_error(e)} def sf_push_kyc_record(sf, ocr_results): """ Create one KYC_Record__c combining Aadhaar + PAN. Salesforce custom object 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} # First try the nice SDK method try: result = sf.KYC_Record__c.create(payload) return {"success": True, "id": result.get("id"), "payload": payload, "via": "sdk"} except Exception as e: # If simple-salesforce throws its unhelpful TypeError, fall back to a raw REST POST raw = _raw_create_with_fallback(sf, "KYC_Record__c", payload) if raw.get("success"): return {"success": True, "id": raw.get("id"), "payload": payload, "via": "raw", "raw": raw} else: return {"success": False, "error": _fmt_sf_error(e), "payload": payload, "raw": raw} # ---------- 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 with robust fallback. """ 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() created = sf_push_kyc_record(sf, results) output["salesforce"] = {"pushed": created.get("success", False), **created} except Exception as e: # Even connection/auth errors will be formatted output["salesforce"] = {"pushed": False, "error": _fmt_sf_error(e)} return output # ---------- UI ---------- with gr.Blocks(title="Smart KYC OCR → Salesforce (KYC_Record__c)") as demo: gr.Markdown( """ # 🧾 Smart KYC OCR → Salesforce Upload **Aadhaar** and **PAN** in separate boxes, then (optional) push one **KYC_Record__c**. """ ) with gr.Row(): with gr.Column(scale=1): aadhaar_uploader = gr.File( label="📤 Aadhaar Upload", file_types=[".jpg", ".jpeg", ".png"] ) with gr.Column(scale=1): pan_uploader = gr.File( label="📤 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("🔍 Extract KYC Info", variant="primary") output_json = gr.JSON(label="📋 Output (OCR + Salesforce)") submit_btn.click( fn=process_documents, inputs=[aadhaar_uploader, pan_uploader, push_to_sf], outputs=output_json, ) gr.Markdown("---") gr.Markdown( """ If an error occurs, you'll now see **status_code**, **url**, and Salesforce’s **response_json** for fast debugging. """ ) # Important for Spaces: keep `demo` at module level if __name__ == "__main__": demo.launch()