Walk into every customer call with a one-page Intacct review

**Objective:** Produce a one-page account review of the customer `{customer}` covering receivables, payment behavior, sales activity, recurring billing and projects over the last {lookback-days} days (default 90).

**Step 1: Identify the customer**

Call `intacct-get-customer` with `customer-name.contains` set to the customer. If nothing matches and the input looks like an ID, call it again with `customer-id`.

* Exactly one match: continue with its `customer-id`.
* Several matches: list their names, IDs and statuses and stop. Ask which one.
* Note `status`, `customer-type`, `term`, `credit-limit`, `customer-rep-name`, `total-due` and `last-invoice-date`.

**Step 2: Receivables and payment behavior**

* Call `intacct-get-invoice` with `customer-id` and `total-due.min` 0.01 for the open invoices. Age them against today in 1-30, 31-60, 61-90 and over 90 day buckets.
* Call `intacct-get-invoice` with `customer-id` and `invoice-date.from` set to the start of the window. For invoices with a `date-fully-paid`, average the days from `invoice-date` to `date-fully-paid` and compare that with the terms.
* Call `intacct-get-ar-payment` with `customer-id` and `receipt-date.from` set to the start of the window for the payments received.
* Call `intacct-get-ar-adjustment` with `customer-id` and `adjustment-date.from` set to the start of the window for credits and write-offs.

**Step 3: Sales and recurring revenue**

* Call `intacct-get-order-entry-document` with `customer-id` and `document-date.from` set to the start of the window. Group by `transaction-type` (quotes, orders, invoices) and list anything with `amount-due` above zero or a `state` that is still open.
* Call `intacct-get-recurring-invoice` with `customer-id`. For each active template give `invoice-amount`, `frequency` and `next-execution-date`.

**Step 4: Projects and contacts**

* Call `intacct-get-project` with `customer-id`. For each project give `project-status`, `percent-complete`, `contract-amount` and `actual-amount`.
* Call `intacct-get-contact` with `company-name.contains` set to the customer's name for the people to contact.

**Step 5: Report**

1. Profile: name, ID, status, type, terms, credit limit, rep, last invoice date.
2. Balance: open AR, overdue AR, the aging buckets, and credit used as a percent of the limit.
3. Payment behavior: average days to pay against terms, last payment date and amount, open credits.
4. Activity: billed in the window, open orders and quotes, recurring billing per period.
5. Projects and contacts.
6. Two to four observations: risks (slowing payment, over limit, stalled projects) and opportunities (open quotes, recurring templates about to end).

**Rules & Guidelines:**

* This prompt is read-only. Do not call `intacct-update-customer`, `intacct-create-order-entry-document`, `intacct-update-order-entry-document`, `intacct-create-project`, `intacct-create-contact`, `intacct-update-contact` or any other create or update tool.
* Say when a payment-behavior conclusion rests on fewer than three paid invoices.
* Subtotal per currency rather than adding across currencies.
* Pass dates as YYYY-MM-DD. If the user names an Intacct company, pass it as `company` on every call.

**Validation:**

* If no customer matches, try once more with a shorter part of the name, then stop and say so.
* If a section returns nothing, say "none" for it rather than leaving it out.