See where project money went and what is unbilled

**Objective:** Review the cost and billing position of project `{project-name}` for cost lines between `{from-date}` (default the project start) and `{to-date}` (default today), and surface costs that have not been billed.

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 project**

Call `dynamics-gp-get-pa-project` with `project-name.contains` set to `{project-name}`. If nothing matches, try `project-number` set to `{project-name}`. If more than one project matches, list number, name, customer and status and stop. From the match, note `project-number`, `contract-number`, `customer-name`, `status`, `project-type`, `actual-total-cost`, `forecast-total-cost`, `actual-billings`, `actual-begin-date`.

**Step 2: Cost lines, all four sources**

Filter each by `project-number` and the date range (`date.from` / `date.to`):

* `dynamics-gp-get-pa-timesheet-line` (labour): `total-cost`, `quantity` hours, `employee-id`, `billing-status`
* `dynamics-gp-get-pa-employee-expense-line` (expenses): `total-costs`, `expense-type`, `billing-status`
* `dynamics-gp-get-pa-equipment-log-line` (equipment): `total-cost`, `billing-status`
* `dynamics-gp-get-pa-misc-log-line` (miscellaneous): `total-cost`, `billing-status`

Total cost by source, by `cost-category-id` and by `billing-status`.

**Step 3: Category names and change orders**

* Call `dynamics-gp-get-pa-cost-category` for the cost category ids found, to label them with `name`.
* Call `dynamics-gp-get-pa-change-order` filtered by `contract-number`: list change orders with status, `total-amount`, `total-cost` and `approval-date`. Unapproved change orders explain cost that the forecast may not yet include.

**Step 4: Assess**

* Percent of forecast spent: `actual-total-cost` divided by `forecast-total-cost`.
* Margin to date: `actual-billings` minus `actual-total-cost`.
* Unbilled cost: lines whose `billing-status` is not billed, with those older than 30 days called out.
* Flag cost categories with cost but no billing, and employees whose hours dominate the labour cost.

**Step 5: Report**

Project header, the forecast/actual/billings line with percent spent and margin, cost by source, a cost-by-category table (category, name, labour, expense, equipment, miscellaneous, unbilled), the change orders, then the oldest ten unbilled lines.

**Rules & Guidelines:**

* Read-only. Do not call `dynamics-gp-pa-timesheet-line-add`, `dynamics-gp-pa-employee-expense-line-add`, `dynamics-gp-pa-equipment-log-line-add`, `dynamics-gp-pa-misc-log-line-add`, `dynamics-gp-pa-project-note` or any tool whose name does not contain `get`.
* The cost lines in the date range need not add up to `actual-total-cost`, which covers the whole project and posted cost only. Say so if they differ; do not force them to agree.

**Validation:**

* If the project has no cost lines in the range, report the project totals and change orders only.