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Update app.py
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app.py
CHANGED
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@@ -161,8 +161,9 @@ def interact_with_salesforce(mode, entry_type, quantity, extracted_text):
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# Mapping mode and entry_type to Salesforce object and field
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object_name = None
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field_name = None
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product_field_name = "Product_Name__c"
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model_field_name =
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if mode == "Entry":
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if entry_type == "Sales":
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@@ -174,12 +175,14 @@ def interact_with_salesforce(mode, entry_type, quantity, extracted_text):
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elif mode == "Exit":
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if entry_type == "Sales":
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object_name = "Inventory_Management__c"
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elif entry_type == "Non-Sales":
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object_name = "Un_Billable__c"
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if not object_name or not field_name:
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return "Invalid mode or entry type."
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# Get valid fields for the specified Salesforce object
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@@ -205,14 +208,14 @@ def interact_with_salesforce(mode, entry_type, quantity, extracted_text):
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query_conditions.append(f"{model_field_name} = '{model_name}'")
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query_conditions.append(f"{product_field_name} = '{product_name}'")
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query = f"SELECT Id, {
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response = sf.query(query)
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if response["records"]:
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record_id = response["records"][0]["Id"]
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sf_object.update(record_id,
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return f"✅ Updated record for product '{product_name}' ({model_name}) in {object_name}.
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else:
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return f"❌ No matching record found for product '{product_name}' ({model_name}) in {object_name}."
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@@ -225,6 +228,7 @@ def interact_with_salesforce(mode, entry_type, quantity, extracted_text):
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except Exception as e:
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return f"❌ Error interacting with Salesforce: {str(e)}"
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# Function to pull structured data from Salesforce and display as a table
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def pull_data_from_salesforce():
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try:
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@@ -234,21 +238,29 @@ def pull_data_from_salesforce():
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security_token=SALESFORCE_SECURITY_TOKEN
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)
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return "No data found in Salesforce.", None, None, None
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df = pd.DataFrame(records)
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df = df.drop(columns=['attributes'], errors='ignore')
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# Rename columns for better readability
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df.rename(columns={
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"Product_Name__c": "Product Name",
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"Modal_Name__c": "Model Name",
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"
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}, inplace=True)
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excel_path = "salesforce_data.xlsx"
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# Mapping mode and entry_type to Salesforce object and field
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object_name = None
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field_name = None
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field_names = []
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product_field_name = "Product_Name__c"
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model_field_name = None # Correct field for model name
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if mode == "Entry":
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if entry_type == "Sales":
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elif mode == "Exit":
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if entry_type == "Sales":
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object_name = "Inventory_Management__c"
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field_names = ["Quantity_Sold__c", "soldstock__c"]
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model_field_name = "Modal_Name__c"
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elif entry_type == "Non-Sales":
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object_name = "Un_Billable__c"
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field_names = ["Sold_Out__c", "soldstock__c"]
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model_field_name = "Model_Name__c"
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if not object_name or (not field_name and not field_names):
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return "Invalid mode or entry type."
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# Get valid fields for the specified Salesforce object
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query_conditions.append(f"{model_field_name} = '{model_name}'")
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query_conditions.append(f"{product_field_name} = '{product_name}'")
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query = f"SELECT Id, {', '.join(field_names)} FROM {object_name} WHERE {' OR '.join(query_conditions)} LIMIT 1"
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response = sf.query(query)
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if response["records"]:
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record_id = response["records"][0]["Id"]
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updated_fields = {field: quantity for field in field_names}
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sf_object.update(record_id, updated_fields)
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return f"✅ Updated record for product '{product_name}' ({model_name}) in {object_name}. Updated fields: {updated_fields}."
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else:
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return f"❌ No matching record found for product '{product_name}' ({model_name}) in {object_name}."
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except Exception as e:
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return f"❌ Error interacting with Salesforce: {str(e)}"
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# Function to pull structured data from Salesforce and display as a table
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def pull_data_from_salesforce():
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try:
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security_token=SALESFORCE_SECURITY_TOKEN
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)
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query_inventory = "SELECT Product_Name__c, Current_Stocks__c, soldstock__c FROM Inventory_Management__c LIMIT 100"
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query_unbillable = "SELECT Product_Name__c, Current_Stock__c, soldstock__c FROM Un_Billable__c LIMIT 100"
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response_inventory = sf.query_all(query_inventory)
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response_unbillable = sf.query_all(query_unbillable)
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records_inventory = response_inventory.get("records", [])
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records_unbillable = response_unbillable.get("records", [])
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if not records_inventory and not records_unbillable:
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return "No data found in Salesforce.", None, None, None
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records = records_inventory + records_unbillable
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df = pd.DataFrame(records)
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df = df.drop(columns=['attributes'], errors='ignore')
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# Rename columns for better readability
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df.rename(columns={
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"Product_Name__c": "Product Name",
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"Modal_Name__c": "Model Name (Inventory)",
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"Model_Name__c": "Model Name (Unbillable)",
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"Current_Stocks__c": "Current Stocks",
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"soldstock__c": "Sold Stock"
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}, inplace=True)
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excel_path = "salesforce_data.xlsx"
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