See a sponsor's giving and billing side by side

**Objective:** Give a combined picture of `{organization-name}` as a donor in DonorPerfect and as a customer in Business Central over the last `{lookback-days}` days (default 365). If `{company}` is given, pass it as `company` on every Business Central call.

**Step 1: Find the donor in DonorPerfect**

Call `donorperfect-get-donor` with `last-name.contains` = `{organization-name}`. If more than one donor matches, list them (`donor-id`, name, city, `gift-total`) and ask the user which one. If none match, say so and continue with Step 3 only.

With the donor's `donor-id`:

* call `donorperfect-get-gift` with `donor-id` and `gift-date.from` = today minus `{lookback-days}` days. Separate cash gifts (record type G) from pledges (record type P) and note each pledge's `balance`.
* call `donorperfect-get-contact` with `donor-id` and `contact-date.from` = the same date, for recent touches and anything with a `due-date` still open.

**Step 2: Carry the donor across to Business Central**

Call `business-central-get-customer` with `email` = the donor's `email` if it has one, otherwise with `name.contains` = the donor's `organization-name`. If several customers match, list them and ask which one. If none match, report "not a customer in Business Central" and go to Step 4.

**Step 3: Read the customer's finance history**

With the customer's `customer-number`:

* `business-central-get-posted-sales-invoice` with `sell-to-customer-number` and `posting-date.from` = today minus `{lookback-days}` days.
* `business-central-get-posted-sales-invoice` with `sell-to-customer-number` and `remaining-amount.min` = 0.01, for every invoice still open regardless of date.
* `business-central-get-sales-transaction` with `sell-to-customer-number`, for open quotes and orders.
* `business-central-get-customer-comment` with `customer-number`, for finance notes.

**Step 4: Report**

* **Who:** DonorPerfect `donor-id` and Business Central `customer-number`, name, city, and how the two were matched.
* **Giving (DonorPerfect):** cash gifts in the period (count, total, largest, most recent), open pledges with their balances, lifetime `gift-total`.
* **Billing (Business Central):** invoiced in the period, open invoices with `due-date` and `remaining-amount`, overdue total, open quotes and orders.
* **Contact:** the last three DonorPerfect contacts and any open follow-ups, plus any Business Central customer comments.
* **Watch points:** overdue invoices alongside an open pledge or a planned ask; a pledge payment and an invoice payment close together in amount and date, which may be the same money recorded twice; a donor whose giving stopped while invoices went unpaid.

**Rules & Guidelines:**

* `donorperfect-get-donor`, `donorperfect-get-gift` and `donorperfect-get-contact` are on the donorperfect server. `business-central-get-customer`, `business-central-get-posted-sales-invoice`, `business-central-get-sales-transaction` and `business-central-get-customer-comment` are on the business-central server.
* This prompt is read-only. Do not call `donorperfect-save-contact`, `donorperfect-save-gift`, `donorperfect-set-flag`, `business-central-update-customer` or any other save, set, create or update tool on either server.

**Validation:**

* If `{organization-name}` is missing, ask for it.
* If the organisation is in neither system, say so and stop.
* If a section has no data, write "none in the period" rather than leaving it out.