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Add parent company, billing account, and linked companies to customer account card

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Shawn
2026-07-28 23:18:23 -04:00
parent b9350943f5
commit b1b64501c4
2 changed files with 36 additions and 18 deletions
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server.py
+27 -12
View File
@@ -1365,29 +1365,44 @@ 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 = ?
""", (asset_company,))
acct = cur_ext.fetchone()
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()
static/index.html
+3
View File
@@ -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';