From b1b64501c485b650f9d3d3d31cd31a11828b228a Mon Sep 17 00:00:00 2001
From: Shawn <shawn@ourpad.casa>
Date: Tue, 28 Jul 2026 23:18:23 -0400
Subject: [PATCH] Add parent company, billing account, and linked companies to
 customer account card

---
 server.py         | 51 ++++++++++++++++++++++++++++++-----------------
 static/index.html |  3 +++
 2 files changed, 36 insertions(+), 18 deletions(-)

diff --git a/server.py b/server.py
index 4751d87..8fabfcf 100644
--- a/server.py
+++ b/server.py
@@ -1365,31 +1365,46 @@ def get_asset(asset_id: int):
             if asset_company:
                 # Try exact match first, then LIKE
                 cur_ext.execute("""
-                    SELECT name, address1_line1, address1_city, address1_stateorprovince,
-                           address1_postalcode, address1_country, telephone1, emailaddress1,
-                           websiteurl, fax, address1_latitude, address1_longitude,
-                           "hsl_managementcompany!name" AS management_company,
-                           "hsl_csm!name" AS csm
-                    FROM account
-                    WHERE name = ?
-                """, (asset_company,))
-                acct = cur_ext.fetchone()
-                if not acct:
-                    # Try fuzzy match
                     cur_ext.execute("""
                         SELECT name, address1_line1, address1_city, address1_stateorprovince,
                                address1_postalcode, address1_country, telephone1, emailaddress1,
                                websiteurl, fax, address1_latitude, address1_longitude,
                                "hsl_managementcompany!name" AS management_company,
-                               "hsl_csm!name" AS csm
+                               "hsl_csm!name" AS csm,
+                               "parentaccountid!name" AS parent_company,
+                               "msdyn_billingaccount!name" AS billing_account
                         FROM account
-                        WHERE name LIKE ? LIMIT 1
-                    """, (f"%{asset_company[:30]}%",))
+                        WHERE name = ?
+                    """, (asset_company,))
                     acct = cur_ext.fetchone()
-                if acct:
-                    ca = dict(acct)
-                    # Clean None values
-                    result["customer_account"] = {k: v for k, v in ca.items() if v is not None}
+                    if not acct:
+                        cur_ext.execute("""
+                            SELECT name, address1_line1, address1_city, address1_stateorprovince,
+                                   address1_postalcode, address1_country, telephone1, emailaddress1,
+                                   websiteurl, fax, address1_latitude, address1_longitude,
+                                   "hsl_managementcompany!name" AS management_company,
+                                   "hsl_csm!name" AS csm,
+                                   "parentaccountid!name" AS parent_company,
+                                   "msdyn_billingaccount!name" AS billing_account
+                            FROM account
+                            WHERE name LIKE ? LIMIT 1
+                        """, (f"%{asset_company[:30]}%",))
+                        acct = cur_ext.fetchone()
+                    if acct:
+                        ca = dict(acct)
+                        # Get linked companies (sibling accounts under same parent)
+                        parent_name = ca.get("parent_company")
+                        if parent_name:
+                            cur_ext.execute("""
+                                SELECT name FROM account
+                                WHERE "parentaccountid!name" = ? AND name != ?
+                                ORDER BY name LIMIT 20
+                            """, (parent_name, ca.get("name", "")))
+                            siblings = [r["name"] for r in cur_ext.fetchall()]
+                            if siblings:
+                                ca["linked_companies"] = siblings
+                        # Clean None values
+                        result["customer_account"] = {k: v for k, v in ca.items() if v is not None}
             ext.close()
     except Exception:
         pass
diff --git a/static/index.html b/static/index.html
index 61c6c93..0258751 100644
--- a/static/index.html
+++ b/static/index.html
@@ -5517,14 +5517,17 @@
           if (ac.address1_postalcode) addrParts.push(esc(ac.address1_postalcode));
           acctFields.innerHTML = [
             df('Name', esc(ac.name)),
+            (ac.parent_company ? df('Parent Company', esc(ac.parent_company)) : ''),
             df('Address', addrParts.join(', ')),
             (ac.telephone1 ? df('Phone', esc(ac.telephone1)) : ''),
             (ac.emailaddress1 ? df('Email', esc(ac.emailaddress1)) : ''),
             (ac.websiteurl ? df('Website', esc(ac.websiteurl)) : ''),
             (ac.management_company ? df('Management Co.', esc(ac.management_company)) : ''),
+            (ac.billing_account ? df('Billing Account', esc(ac.billing_account)) : ''),
             (ac.csm ? df('Account Manager', esc(ac.csm)) : ''),
             (ac.fax ? df('Fax', esc(ac.fax)) : ''),
             (ac.address1_country ? df('Country', esc(ac.address1_country)) : ''),
+            (ac.linked_companies ? df('Linked Companies', esc(ac.linked_companies.join(', '))) : ''),
           ].filter(Boolean).join('');
         } else {
           acctCard.style.display = 'none';