CSIemail

CSIemail is a Shiny web application built for ACS Cyprus to automate the processing and distribution of financial reports across store locations.

Features

The app is organized into four main sections:

1. Load File

• Upload consolidated Cash Sales Invoice (CSI) or Ticket Hour Sales reports (.xlsx / .xls)
• Validate file format and content
• Automatically split data by store
• Preview and download per-store data

2. Send Emails

• Select stores from the detected list
• Generate per-store Excel attachments
• Send reports via SMTP to store email contacts
• Track send status with in-app notifications

3. Cashier Monitoring

• Load and consolidate multiple statement types:
  • Cashier per Store — daily cash/card totals by courier/cashier
  • Moneygram Statements — money transfer transactions
  • VIVA Statements — card payment transactions (CSV)
• Generate Excel monitoring workbooks with reconciliation summaries
• Email consolidated reports to city-level cashier groups

4. Email Database Management

• Maintain store-to-email mappings (CRUD)
• Manage city-level cashier group emails
• Organise cashier group/department structures

Technology Stack

Category	Packages
Framework	shiny, golem, shinydashboard, shinymanager
Data Processing	dplyr, tidyr, purrr, stringr, readxl, openxlsx
Database	DBI, RSQLite
Email	blastula, keyring
UI / UX	shinyjs, shinyFeedback, waiter, reactable, DT

Getting Started

Prerequisites

• R >= 2.10
• Dependencies are managed with renv. Restore the project library with:

renv::restore()

Running the App (Development)

CSIemail::run_app()

Production Deployment (Windows Server)

In production, the app runs on an ACS Windows Server. It is launched via Windows Task Scheduler, which calls Rscript.exe to source launch_on_browser.R.

That script:

• Detects the server's local IP address via ipconfig
• Starts the Shiny app on port 3846, bound to the server IP (no browser launch)
• Redirects error output to error_log.Rout for diagnostics

Once running, the app is accessible on the local network at:

http://<server-ip>:3846/

Configuration

App behaviour is controlled by inst/golem-config.yml using the config package. Set the R_CONFIG_ACTIVE environment variable to switch environments:

Environment	Description
default	Development — uses test SMTP credentials
production	Production — uses ACS official SMTP account
dev	Dev variant with local file paths

Sys.setenv(R_CONFIG_ACTIVE = "production")
CSIemail::run_app()

SMTP Credentials

Email credentials are managed via the keyring package. Register credentials before running in production:

blastula::create_smtp_creds_key(
  id       = "acs",
  user     = "accounts@acscyprus.com",
  provider = "office365"   # adjust as needed
)

Project Structure

CSIemail/
├── R/
│   ├── app_ui.R / app_server.R   # App entry points
│   ├── mod_*.R                   # Shiny modules (one per feature tab)
│   └── fct_*.R                   # Helper / processing functions
├── inst/
│   └── golem-config.yml          # Environment configuration
├── data-raw/                     # Excel templates and store config files
├── DB/                           # SQLite databases (emails, users)
├── SampleData/                   # Test/sample input files
├── Scripts/                      # Utility and testing scripts
├── renv/                         # renv project library
├── renv.lock                     # Dependency lockfile
├── launch_on_browser.R           # Production launcher (Windows Task Scheduler)
└── app.R                         # Standard Shiny entry point

Author

Lefkios Paikousis — lefkiospaikousis@yahoo.com

Links

• GitHub: https://github.com/lefkiospaikousis/CSIemail
• Issues: https://github.com/lefkiospaikousis/CSIemail/issues