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### What problem does this PR solve? Closes #15461. RAGFlow had no way to ingest Salesforce CRM data, so support / sales teams couldn't ground responses on live Accounts, Contacts, Opportunities, Cases, or Knowledge articles. This adds a first-class Salesforce data source connector that authenticates against a Connected App via OAuth 2.0 client-credentials, queries selected SObjects via SOQL, and turns each record into an indexable document with incremental sync. **Highlights** - `common/data_source/salesforce_connector.py`: new `SalesforceConnector` (`CheckpointedConnectorWithPermSync` + `SlimConnectorWithPermSync`). - OAuth 2.0 client-credentials flow; canonical `instance_url` from the token response so multi-pod orgs route correctly. - Per-object `SystemModstamp` cursor stored in `SalesforceCheckpoint.cursors` — a failure mid-object doesn't rewind sibling objects, and re-syncs only fetch changed rows. - Deterministic record-to-text formatter (sorted keys) so SOQL field reordering on the server doesn't mark every row "changed" on each poll. - `_get_json` raises on non-2xx so 429 / 5xx never silently advance the checkpoint past missing data. - `Knowledge__kav` is in the default object set but is skipped silently when the org doesn't have Salesforce Knowledge enabled (404 on describe). - Slim-doc IDs are scoped as `<Object>/<Id>` so prune deletes can't collide across object types. - `common/constants.py`, `common/data_source/config.py`, `common/data_source/__init__.py`: register `salesforce` in `FileSource` / `DocumentSource` and export `SalesforceConnector`. - `rag/svr/sync_data_source.py`: new `Salesforce(SyncBase)` class routed through `load_from_checkpoint` (poll_source would re-walk every object each run) and added to `func_factory`. - Frontend: - `web/src/pages/user-setting/data-source/constant/index.tsx`: new `DataSourceKey.SALESFORCE`, form fields (instance URL, client ID/secret, objects, api_version, batch size), `syncDeletedFiles` capability, default form values, and tile entry with the new icon. - `web/src/locales/{en,zh}.ts`: description + per-field tooltips. - `web/src/assets/svg/data-source/salesforce.svg`: 48x48 brand-style icon to match the other Microsoft / cloud tiles. **Verification** - `npm run build` (vite + esbuild) passes (1m 26s). ### Type of change - [x] New Feature (non-breaking change which adds functionality)
289 lines
7.9 KiB
Python
289 lines
7.9 KiB
Python
#
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# Copyright 2025 The InfiniFlow Authors. All Rights Reserved.
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#
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# Licensed under the Apache License, Version 2.0 (the "License");
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# you may not use this file except in compliance with the License.
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# You may obtain a copy of the License at
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#
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# http://www.apache.org/licenses/LICENSE-2.0
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#
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# Unless required by applicable law or agreed to in writing, software
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# distributed under the License is distributed on an "AS IS" BASIS,
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# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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# See the License for the specific language governing permissions and
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# limitations under the License.
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#
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import os
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from enum import Enum, IntEnum
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from enum import StrEnum
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SERVICE_CONF = "service_conf.yaml"
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RAG_FLOW_SERVICE_NAME = "ragflow"
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SANDBOX_ARTIFACT_BUCKET = os.environ.get("SANDBOX_ARTIFACT_BUCKET", "sandbox-artifacts")
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SANDBOX_ARTIFACT_EXPIRE_DAYS = int(os.environ.get("SANDBOX_ARTIFACT_EXPIRE_DAYS", "7"))
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class CustomEnum(Enum):
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@classmethod
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def valid(cls, value):
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try:
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cls(value)
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return True
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except BaseException:
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return False
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@classmethod
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def values(cls):
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return [member.value for member in cls.__members__.values()]
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@classmethod
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def names(cls):
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return [member.name for member in cls.__members__.values()]
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class RetCode(IntEnum, CustomEnum):
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SUCCESS = 0
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NOT_EFFECTIVE = 10
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EXCEPTION_ERROR = 100
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ARGUMENT_ERROR = 101
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DATA_ERROR = 102
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OPERATING_ERROR = 103
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CONNECTION_ERROR = 105
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RUNNING = 106
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PERMISSION_ERROR = 108
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AUTHENTICATION_ERROR = 109
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BAD_REQUEST = 400
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UNAUTHORIZED = 401
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SERVER_ERROR = 500
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FORBIDDEN = 403
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NOT_FOUND = 404
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CONFLICT = 409
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class StatusEnum(Enum):
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VALID = "1"
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INVALID = "0"
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class ActiveStatusEnum(Enum):
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ACTIVE = "active"
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INACTIVE = "inactive"
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class ActiveEnum(Enum):
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ACTIVE = "1"
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INACTIVE = "0"
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class LLMType(StrEnum):
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CHAT = "chat"
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EMBEDDING = "embedding"
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SPEECH2TEXT = "speech2text"
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IMAGE2TEXT = "image2text"
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RERANK = "rerank"
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TTS = "tts"
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OCR = "ocr"
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class TaskStatus(StrEnum):
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UNSTART = "0"
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RUNNING = "1"
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CANCEL = "2"
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DONE = "3"
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FAIL = "4"
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SCHEDULE = "5"
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VALID_TASK_STATUS = {TaskStatus.UNSTART, TaskStatus.RUNNING, TaskStatus.CANCEL, TaskStatus.DONE, TaskStatus.FAIL, TaskStatus.SCHEDULE}
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class ConnectorTaskType(StrEnum):
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SYNC = "sync"
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PRUNE = "prune"
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class ParserType(StrEnum):
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PRESENTATION = "presentation"
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LAWS = "laws"
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MANUAL = "manual"
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PAPER = "paper"
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RESUME = "resume"
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BOOK = "book"
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QA = "qa"
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TABLE = "table"
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NAIVE = "naive"
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PICTURE = "picture"
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ONE = "one"
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AUDIO = "audio"
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EMAIL = "email"
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KG = "knowledge_graph"
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TAG = "tag"
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class FileSource(StrEnum):
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LOCAL = ""
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KNOWLEDGEBASE = "knowledgebase"
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RSS = "rss"
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S3 = "s3"
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NOTION = "notion"
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REST_API = "rest_api"
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DISCORD = "discord"
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CONFLUENCE = "confluence"
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GMAIL = "gmail"
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GOOGLE_DRIVE = "google_drive"
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JIRA = "jira"
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SHAREPOINT = "sharepoint"
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SLACK = "slack"
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TEAMS = "teams"
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WEBDAV = "webdav"
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MOODLE = "moodle"
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DROPBOX = "dropbox"
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BOX = "box"
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R2 = "r2"
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OCI_STORAGE = "oci_storage"
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GOOGLE_CLOUD_STORAGE = "google_cloud_storage"
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AIRTABLE = "airtable"
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ASANA = "asana"
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GITHUB = "github"
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GITLAB = "gitlab"
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IMAP = "imap"
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BITBUCKET = "bitbucket"
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ZENDESK = "zendesk"
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SEAFILE = "seafile"
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MYSQL = "mysql"
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POSTGRESQL = "postgresql"
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DINGTALK_AI_TABLE = "dingtalk_ai_table"
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ONEDRIVE = "onedrive"
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OUTLOOK = "outlook"
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SALESFORCE = "salesforce"
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AZURE_BLOB = "azure_blob"
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class PipelineTaskType(StrEnum):
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PARSE = "Parse"
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DOWNLOAD = "Download"
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RAPTOR = "RAPTOR"
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GRAPH_RAG = "GraphRAG"
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MINDMAP = "Mindmap"
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MEMORY = "Memory"
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VALID_PIPELINE_TASK_TYPES = {PipelineTaskType.PARSE, PipelineTaskType.DOWNLOAD, PipelineTaskType.RAPTOR, PipelineTaskType.GRAPH_RAG, PipelineTaskType.MINDMAP}
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class MCPServerType(StrEnum):
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SSE = "sse"
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STREAMABLE_HTTP = "streamable-http"
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VALID_MCP_SERVER_TYPES = {MCPServerType.SSE, MCPServerType.STREAMABLE_HTTP}
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class Storage(Enum):
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MINIO = 1
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AZURE_SPN = 2
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AZURE_SAS = 3
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AWS_S3 = 4
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OSS = 5
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OPENDAL = 6
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GCS = 7
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class MemoryType(Enum):
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RAW = 0b0001 # 1 << 0 = 1 (0b00000001)
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SEMANTIC = 0b0010 # 1 << 1 = 2 (0b00000010)
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EPISODIC = 0b0100 # 1 << 2 = 4 (0b00000100)
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PROCEDURAL = 0b1000 # 1 << 3 = 8 (0b00001000)
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class MemoryStorageType(StrEnum):
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TABLE = "table"
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GRAPH = "graph"
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class ForgettingPolicy(StrEnum):
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FIFO = "FIFO"
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# environment
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# ENV_STRONG_TEST_COUNT = "STRONG_TEST_COUNT"
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# ENV_RAGFLOW_SECRET_KEY = "RAGFLOW_SECRET_KEY"
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# ENV_REGISTER_ENABLED = "REGISTER_ENABLED"
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# ENV_DOC_ENGINE = "DOC_ENGINE"
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# ENV_SANDBOX_ENABLED = "SANDBOX_ENABLED"
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# ENV_SANDBOX_HOST = "SANDBOX_HOST"
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# ENV_MAX_CONTENT_LENGTH = "MAX_CONTENT_LENGTH"
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# ENV_COMPONENT_EXEC_TIMEOUT = "COMPONENT_EXEC_TIMEOUT"
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# ENV_TRINO_USE_TLS = "TRINO_USE_TLS"
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# ENV_MAX_FILE_NUM_PER_USER = "MAX_FILE_NUM_PER_USER"
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# ENV_MACOS = "MACOS"
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# ENV_RAGFLOW_DEBUGPY_LISTEN = "RAGFLOW_DEBUGPY_LISTEN"
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# ENV_WERKZEUG_RUN_MAIN = "WERKZEUG_RUN_MAIN"
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# ENV_DISABLE_SDK = "DISABLE_SDK"
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# ENV_ENABLE_TIMEOUT_ASSERTION = "ENABLE_TIMEOUT_ASSERTION"
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# ENV_LOG_LEVELS = "LOG_LEVELS"
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# ENV_TENSORRT_DLA_SVR = "TENSORRT_DLA_SVR"
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# ENV_OCR_GPU_MEM_LIMIT_MB = "OCR_GPU_MEM_LIMIT_MB"
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# ENV_OCR_ARENA_EXTEND_STRATEGY = "OCR_ARENA_EXTEND_STRATEGY"
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# ENV_MAX_CONCURRENT_PROCESS_AND_EXTRACT_CHUNK = "MAX_CONCURRENT_PROCESS_AND_EXTRACT_CHUNK"
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# ENV_MAX_MAX_CONCURRENT_CHATS = "MAX_CONCURRENT_CHATS"
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# ENV_RAGFLOW_MCP_BASE_URL = "RAGFLOW_MCP_BASE_URL"
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# ENV_RAGFLOW_MCP_HOST = "RAGFLOW_MCP_HOST"
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# ENV_RAGFLOW_MCP_PORT = "RAGFLOW_MCP_PORT"
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# ENV_RAGFLOW_MCP_LAUNCH_MODE = "RAGFLOW_MCP_LAUNCH_MODE"
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# ENV_RAGFLOW_MCP_HOST_API_KEY = "RAGFLOW_MCP_HOST_API_KEY"
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# ENV_MINERU_EXECUTABLE = "MINERU_EXECUTABLE"
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# ENV_MINERU_APISERVER = "MINERU_APISERVER"
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# ENV_MINERU_OUTPUT_DIR = "MINERU_OUTPUT_DIR"
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# ENV_MINERU_BACKEND = "MINERU_BACKEND"
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# ENV_MINERU_DELETE_OUTPUT = "MINERU_DELETE_OUTPUT"
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# ENV_DOCLING_SERVER_URL = "DOCLING_SERVER_URL"
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# ENV_DOCLING_OUTPUT_DIR = "DOCLING_OUTPUT_DIR"
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# ENV_DOCLING_DELETE_OUTPUT = "DOCLING_DELETE_OUTPUT"
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# ENV_TCADP_OUTPUT_DIR = "TCADP_OUTPUT_DIR"
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# ENV_LM_TIMEOUT_SECONDS = "LM_TIMEOUT_SECONDS"
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# ENV_LLM_MAX_RETRIES = "LLM_MAX_RETRIES"
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# ENV_LLM_BASE_DELAY = "LLM_BASE_DELAY"
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# ENV_OLLAMA_KEEP_ALIVE = "OLLAMA_KEEP_ALIVE"
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# ENV_DOC_BULK_SIZE = "DOC_BULK_SIZE"
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# ENV_EMBEDDING_BATCH_SIZE = "EMBEDDING_BATCH_SIZE"
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# ENV_MAX_CONCURRENT_TASKS = "MAX_CONCURRENT_TASKS"
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# ENV_MAX_CONCURRENT_CHUNK_BUILDERS = "MAX_CONCURRENT_CHUNK_BUILDERS"
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# ENV_MAX_CONCURRENT_MINIO = "MAX_CONCURRENT_MINIO"
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# ENV_WORKER_HEARTBEAT_TIMEOUT = "WORKER_HEARTBEAT_TIMEOUT"
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# ENV_TRACE_MALLOC_ENABLED = "TRACE_MALLOC_ENABLED"
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PAGERANK_FLD = "pagerank_fea"
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SVR_QUEUE_NAME = "te"
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SVR_CONSUMER_GROUP_NAME = "rag_flow_svr_task_broker"
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TAG_FLD = "tag_feas"
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# Maximum page number used as "unlimited" sentinel value.
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# Parsing layer (chunk/Pdf.__call__) uses MAXIMUM_PAGE_NUMBER.
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# Task/DB layer (Task model) uses MAXIMUM_PAGE_NUMBER * 1000 to avoid collision with user-specified page ranges.
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MAXIMUM_PAGE_NUMBER = 100000
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MAXIMUM_TASK_PAGE_NUMBER = MAXIMUM_PAGE_NUMBER * 1000
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MINERU_ENV_KEYS = ["MINERU_APISERVER", "MINERU_OUTPUT_DIR", "MINERU_BACKEND", "MINERU_SERVER_URL", "MINERU_DELETE_OUTPUT"]
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MINERU_DEFAULT_CONFIG = {
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"MINERU_APISERVER": "",
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"MINERU_OUTPUT_DIR": "",
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"MINERU_BACKEND": "pipeline",
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"MINERU_SERVER_URL": "",
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"MINERU_DELETE_OUTPUT": 1,
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}
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PADDLEOCR_ENV_KEYS = ["PADDLEOCR_API_URL", "PADDLEOCR_ACCESS_TOKEN", "PADDLEOCR_ALGORITHM"]
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PADDLEOCR_DEFAULT_CONFIG = {
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"PADDLEOCR_API_URL": "",
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"PADDLEOCR_ACCESS_TOKEN": None,
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"PADDLEOCR_ALGORITHM": "PaddleOCR-VL",
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}
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OPENDATALOADER_ENV_KEYS = ["OPENDATALOADER_APISERVER"]
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OPENDATALOADER_DEFAULT_CONFIG = {
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"OPENDATALOADER_APISERVER": "",
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}
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