Kundregister Automation Scripts

Automate the management of customer data, document generation, and calendar event creation for property incpections.

Table of Contents

• Overview
• Features
• Installation
• Configuration
• Usage
• Project Structure
• Dependencies

Overview

This repository contains a set of Python scripts that streamline the handling of customer data for property inspections. The scripts perform the following tasks:

1. Directory and File Management: Create directories based on property designations and copy relevant template files.
2. Document Updates: Update Word documents with accurate property information.
3. Google Calendar Integration: Automatically create calendar events based on inspection schedules.

Features

• Automated Directory Creation: Generates directories for each property and populates them with necessary template files.
• Dynamic Document Editing: Updates .docx files with property-specific information.
• Google Calendar Integration: Schedules inspection events directly into Google Calendar API.
• Progress Tracking: Provides real-time feedback on processing progress.

Installation

1. Clone the Repository:

   git clone https://github.com/yourusername/kundregister-automation.git
   cd kundregister-automation

2. Create a Virtual Environment (Optional but Recommended):

   python -m venv venv
   source venv/bin/activate  # On Windows: venv\Scripts\activate

3. Install Required Dependencies:

   pip install -r requirements.txt

Configuration

1. Excel File Setup:

   • Ensure your Excel file (kundregister.xlsx) is placed inside the kunder directory.
   • The Excel file should contain the following columns:
     • Fastighetsbeteckning
     • Saljare
     • Kopare
     • Besiktningsdag
     • Klockan
     • Adress
     • Kommun
     • Fastighetsägare
     • Uppdragsgivare
     • Postadress
     • E-post
     • Telefon
     • Uppdragsnummer
     • Kostnad

2. Template Files:

   • Place your template .docx files inside the kunder/mallar directory.
   • Name templates with prefixes saljare_ or kopare_ to categorize them accordingly.

3. Google Calendar API Setup:

   • Obtain credentials.json from the Google Cloud Console.
   • Place credentials.json in the root directory of the project.
   • The script will generate token.pickle after the first successful authentication.

Usage

Run the scripts sequentially to perform all tasks:

1. Part 1: Directory and File Management

   python script_part1.py

2. Part 2: Document Updates

   python script_part2.py

3. Part 3: Google Calendar Integration

   python script_part3.py

Alternatively, if all parts are combined into a single script, simply run:

python main_script.py

4. For non-coding setup create an Automator.app script (MacOS) that launches the env and runs the script:

Project Structure

kundregister-automation/
│
├── kunder/
│   ├── kundregister.xlsx
│   ├── mallar/
│   │   ├── saljare_template1.docx
│   │   └── kopare_template1.docx
│   ├── Fastighetsbeteckning1/
│   │   ├── saljare_template1.docx
│   │   └── kopare_template1.docx
│   └── ...
│
├── events.json
├── credentials.json
├── token.pickle
├── requirements.txt
├── script_part1.py
├── script_part2.py
├── script_part3.py
└── README.md

Dependencies

Install all dependencies using:

pip install -r requirements.txt