🧾 Weekly Customer Spend Report Automation

This project automates the generation of weekly customer spend reports using flexible data sources (CSV, Google Sheets, or SQL databases). It filters the last 7 days of sales data, summarizes customer spending, and emails the result as a CSV or PDF attachment.

🔄 Modular, extensible, and production-ready.

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📁 Project Structure

weekly-sales-report-automation/
│
├── data/
│ ├── sales_data.csv # Sample input data
│ └── sales_data.db # SQLite database (optional)
│
├── output/
│ └── weekly_customer_spend.csv # Auto-generated weekly report
│
├── src/
│ ├── data_source.py # Central loader dispatch
│ ├── data_source_csv.py
│ ├── data_source_sql.py
│ ├── data_source_gsheet.py
│ ├── report.py # Report logic (filtering, grouping)
| ├── db_setup.py # Optional: Create SQLite from CSV
│ └── email_report.py # Email sending logic
│
├── config/
│ ├── credentials.json # Google API credentials for Google Sheets
│ ├── settings.py # Main config (Why Should I Add In GIT Baka?)
│ └── settings_template.py # Template for your own settings
│
├── run_report.py # CLI entry point
├── requirements.txt # Python dependencies
├── log.txt # Execution logs
├── LICENSE # License information
├── .gitignore # Git ignore file
└── README.md # You're reading it!

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⚙️ Setup Instructions

1. Clone the Repo

git clone https://github.com/webdev-mohdamir/weekly-sales-report-automation.git
cd weekly-sales-report-automation

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2. Install Dependencies

It's recommended to use a virtual environment:

python -m venv venv
source venv/bin/activate      # Windows: venv\Scripts\activate
pip install -r requirements.txt

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3. Configure Your Settings

Copy the template and edit with your credentials and default values:

cp config/settings_template.py config/settings.py

Customize these settings:

• Data source (CSV, SQLite, MySQL, PostgreSQL, Google Sheets)
• Google Sheet names (if used)
• Database credentials
• Email SMTP configuration

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🚀 Usage

Run Manually

python run_report.py --source csv
python run_report.py --source sqlite
python run_report.py --source gsheet

If --source is not passed, it defaults to what's set in settings.py.

You can also provide additional kwargs like when using --source gsheet:

python run_report.py --source gsheet --sheet_name "My Sheet" --worksheet_name "My Worksheet"

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Schedule Weekly Execution

Use Windows Task Scheduler, cron, or GitHub Actions to run run_report.py weekly.

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📬 What It Does

• ✅ Loads data from the selected source (CSV, GSheet, DB)
• ✅ Filters last 7 days of data
• ✅ Summarizes spending by customer
• ✅ Outputs a clean CSV
• ✅ Emails the report automatically

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✅ Sample Output

customer_id,sale_amount
CUST001,2500
CUST002,1950
...

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🧩 Supported Data Sources

• CSV (default fallback)
• Google Sheets (with gspread)
• SQLite
• MySQL
• PostgreSQL

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🤝 License

MIT License

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Made with 💻 by Mohd Amir