Add Customer Account card to asset detail view — live from Dynamics 365 extraction DB. Shows name, address, phone, email, management company, account manager.

This commit is contained in:
2026-07-28 21:11:30 -04:00
parent 8a4f76b56e
commit cc0d381d6d
2 changed files with 71 additions and 0 deletions
+39
View File
@@ -1355,6 +1355,45 @@ def get_asset(asset_id: int):
except Exception:
pass # Extraction DB might not be available, silently skip
# Enrich with customer account details from extraction DB
try:
ext = _get_extraction_db()
if ext:
cur_ext = ext.cursor()
asset_company = result.get("company", "")
asset_place = result.get("place", "")
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
FROM account
WHERE name LIKE ? LIMIT 1
""", (f"%{asset_company[:30]}%",))
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}
ext.close()
except Exception:
pass
# Enrich with Seed data (from mycantaloupe.com)
seed_row = conn.execute(
"SELECT raw_data, imported_at FROM seed_data WHERE asset_id = ?",