Walk into every customer meeting fully informed

**Objective:** Give a complete picture of the customer `{customer-name}` over the last `{lookback-days}` days (default 90): their credit standing, what they owe and pay, what they have ordered, and any project or field service activity.

Pass `{company}` as `company` on every call (if it is empty, omit `company` and the default company is used). Pass a generous `max-records` (1000). If a result comes back with exactly that many rows, say the result may be truncated.

**Step 1: Resolve the customer**

Call `dynamics-gp-get-rm-customer` with `customer-name.contains` set to `{customer-name}`; if nothing matches, try `customer-id` set to `{customer-name}`. If more than one customer matches, list id, name and city and stop; ask the user which one they mean. Use the resolved `customer-id` for every later step.

From the record note: `customer-balance`, `credit-limit-amount`, `hold`, `inactive`, `payment-terms-id`, `customer-class`, `contact-person`, `phone-1`, `main-email-address`, `salesperson-id`.

**Step 2: Receivables**

Call `dynamics-gp-get-rm-trx` filtered by `customer-id`. Report the open balance (sum of `current-transaction-amount` on non-voided debit documents), the overdue part (`due-date` before today), unapplied credits, and the oldest open document. If this open balance differs noticeably from `customer-balance`, say so.

**Step 3: Payments**

Call `dynamics-gp-get-rm-trx-apply` filtered by `customer-id` with `document-date.from` at the lookback. Report the total `amount-applied`, discounts and write-offs, and average days to pay (payment `document-date` minus `applied-to-document-date`).

**Step 4: Sales activity**

Call `dynamics-gp-get-rm-sales-trx` filtered by `customer-id` with `document-date.from` at the lookback. Summarise by `sop-type` (quotes, orders, invoices, returns): count and total `document-amount`. List unposted documents (by `posting-status`) and orders whose `requested-ship-date` has passed.

**Step 5: Projects and service**

* `dynamics-gp-get-pa-project` filtered by `customer-id`: each project's status, `actual-total-cost` against `forecast-total-cost`, and `actual-billings`.
* `dynamics-gp-get-srv-service-call` filtered by `customer-id` with `entry-date.from` at the lookback: count of calls, calls still open (no `complete-date`), highest priority open call.
* `dynamics-gp-get-srv-contract` filtered by `customer-id`: active contracts, their `end-date` and `next-bill-date`.

Skip a section quietly when its tool returns nothing, and say "none" in the report.

**Step 6: Report**

Sections in this order: Account (id, name, class, terms, contact, email, phone, salesperson, credit limit, balance, hold, inactive), Receivables, Payments, Sales, Projects, Field service, then three bullet points headed "Worth raising with this customer".

**Rules & Guidelines:**

* Read-only. Do not call `dynamics-gp-rm-customer-update`, `dynamics-gp-rm-customer-note`, `dynamics-gp-rm-sales-trx-update` or any tool whose name does not contain `get`.
* A credit limit of 0 usually means no limit is set; say that rather than reporting the customer as over limit.

**Validation:**

* If Step 1 finds no customer, say so and suggest a shorter part of the name.
* If the customer is inactive, say so at the top of the report.