mirror of
https://github.com/infiniflow/ragflow.git
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1d7e45115b
### 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)
101 lines
3.6 KiB
Python
101 lines
3.6 KiB
Python
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"""
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Thanks to https://github.com/onyx-dot-app/onyx
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Content of this directory is under the "MIT Expat" license as defined below.
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Permission is hereby granted, free of charge, to any person obtaining a copy
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of this software and associated documentation files (the "Software"), to deal
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in the Software without restriction, including without limitation the rights
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to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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copies of the Software, and to permit persons to whom the Software is
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furnished to do so, subject to the following conditions:
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The above copyright notice and this permission notice shall be included in all
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copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
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SOFTWARE.
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"""
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from .blob_connector import BlobStorageConnector
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from .rss_connector import RSSConnector
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from .slack_connector import SlackConnector
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from .gmail_connector import GmailConnector
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from .notion_connector import NotionConnector
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from .confluence_connector import ConfluenceConnector
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from .discord_connector import DiscordConnector
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from .dropbox_connector import DropboxConnector
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from .google_drive.connector import GoogleDriveConnector
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from .jira.connector import JiraConnector
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from .sharepoint_connector import SharePointConnector
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from .onedrive_connector import OneDriveConnector
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from .outlook_connector import OutlookConnector
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from .salesforce_connector import SalesforceConnector
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from .azure_blob_connector import AzureBlobConnector
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from .teams_connector import TeamsConnector
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from .moodle_connector import MoodleConnector
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from .airtable_connector import AirtableConnector
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from .dingtalk_ai_table_connector import DingTalkAITableConnector
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from .asana_connector import AsanaConnector
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from .imap_connector import ImapConnector
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from .zendesk_connector import ZendeskConnector
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from .seafile_connector import SeaFileConnector
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from .rdbms_connector import RDBMSConnector
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from .webdav_connector import WebDAVConnector
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from .rest_api_connector import RestAPIConnector
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from .config import BlobType, DocumentSource
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from .models import Document, TextSection, ImageSection, BasicExpertInfo
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from .exceptions import (
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ConnectorMissingCredentialError,
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ConnectorValidationError,
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CredentialExpiredError,
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InsufficientPermissionsError,
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UnexpectedValidationError
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)
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__all__ = [
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"BlobStorageConnector",
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"RSSConnector",
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"SlackConnector",
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"GmailConnector",
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"NotionConnector",
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"ConfluenceConnector",
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"DiscordConnector",
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"DropboxConnector",
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"GoogleDriveConnector",
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"JiraConnector",
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"SharePointConnector",
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"OneDriveConnector",
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"OutlookConnector",
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"SalesforceConnector",
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"AzureBlobConnector",
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"TeamsConnector",
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"MoodleConnector",
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"BlobType",
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"DocumentSource",
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"Document",
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"TextSection",
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"ImageSection",
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"BasicExpertInfo",
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"ConnectorMissingCredentialError",
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"ConnectorValidationError",
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"CredentialExpiredError",
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"InsufficientPermissionsError",
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"UnexpectedValidationError",
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"AirtableConnector",
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"AsanaConnector",
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"ImapConnector",
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"ZendeskConnector",
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"SeaFileConnector",
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"RDBMSConnector",
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"WebDAVConnector",
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"DingTalkAITableConnector",
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"RestAPIConnector",
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]
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