See fundraising against budget across DonorPerfect and Sage Intacct

**Objective:** Compare DonorPerfect fundraising revenue for {date-from} to {date-to} with the Sage Intacct budget {budget-id} (if blank, the budget marked as the default) for the same accounts, and show what Intacct has posted so far alongside.

**Step 1: Total the gifts in DonorPerfect**

Call `donorperfect-get-gift` with `gift-date.from` {date-from} and `gift-date.to` {date-to}. Per `gl-code`, total three buckets: outright gifts (`record-type` G with `pledge-payment` not set), pledge payments (`record-type` G with `pledge-payment` set) and new pledges (`record-type` P, using `total`). Leave out soft credits (S). DonorPerfect revenue is outright gifts plus new pledges; pledge payments are cash collected against earlier pledges and are shown separately, not added, so nothing is counted twice.

**Step 2: Map each GL code to its Intacct account**

Call `donorperfect-get-code` with `field-name` GL_CODE and `code` set to the GL code (if that returns nothing, call it with `code` alone and use the row from the GL code list). Its `account-number` is DonorPerfect's own mapping of that GL code to the accounting system. Confirm the account with `intacct-get-account` filtered by `account-number`. If `account-number` is blank, try the GL code itself as the Intacct account number. If neither exists, report the GL code as unmapped with its totals.

**Step 3: Read the budget**

If no budget id was given, call `intacct-get-budget` with `default-budget` true and use its `budget-id`; if there is none or more than one, list the budgets and ask which to use. Call `intacct-get-budget-detail` with `budget-id`, `account-number`, `period-start-date.from` {date-from} and `period-start-date.to` {date-to}. Include only periods that fall wholly inside the range (`period-end-date` on or before {date-to}); if the range cuts through a period, say so rather than prorating it. Sum `amount` across departments and locations, and name the `period-name` values included.

**Step 4: Read what Intacct has posted**

For each mapped account, call `intacct-get-general-ledger-detail` with `account-number`, `entry-date.from` {date-from} and `entry-date.to` {date-to}. Rows repeat once per reporting method, so filter `reporting-method` to one method (accrual unless the user says otherwise). If you are unsure of the exact value, call once without it, read the values the rows carry, then filter. Posted revenue is the sum of `credit-amount` minus the sum of `debit-amount`.

**Step 5: Report**

One table row per GL code: GL code, account and title, budget, outright gifts, new pledges, DonorPerfect revenue, percent of budget, pledge payments, Intacct posted, and not yet posted (DonorPerfect revenue minus Intacct posted). Add a totals row. Then list the GL codes with gifts but no budget line, as unbudgeted revenue.

**Rules & Guidelines:**

* Tools whose names start with donorperfect- are on the donorperfect server; tools whose names start with intacct- are on the intacct server. If either set is missing from your tool list, stop and say which server is not connected.
* This prompt is read-only. Do not call `intacct-create-budget`, `intacct-update-budget`, `donorperfect-save-gift` or any other save, create or update tool on either server.
* Pass dates to both servers as YYYY-MM-DD.

**Validation:**

* If an account has no budget detail, show its budget as none and leave percent of budget blank; do not treat it as zero.
* Some companies store revenue budgets as negative amounts: if the budget amounts on these accounts are negative, compare their absolute values and say so.
* If DonorPerfect returns no gifts for the period, still report the budget, and say that no gifts were recorded.