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Code Issues Releases Activity Actions 1

Match Plaid holding values on current day (#2212)

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* Match Plaid holding values on current day

* Fix chart timezone issue

* Add timezone tests for syncs

* Hide sidebars on trades test
This commit is contained in:
Zach Gollwitzer 2025-05-06 09:25:49 -04:00 • committed by GitHub
parent 470b753833
commit 2000f05453
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16 changed files with 242 additions and 21 deletions
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2
app/models/assistant/function/get_accounts.rb
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@ -33,7 +33,7 @@ class Assistant::Function::GetAccounts < Assistant::Function
def historical_balances(account)
start_date = [ account.start_date, 5.years.ago.to_date ].max
period = Period.custom(start_date: start_date, end_date: Date.current)
balance_series = account.balance_series(period: period, interval: "1 month")
balance_series = account.balance_series(period: period, interval: "1 month", timezone: family.timezone)
to_ai_time_series(balance_series)
end

1
app/models/assistant/function/get_balance_sheet.rb
View file

@ -55,6 +55,7 @@ class Assistant::Function::GetBalanceSheet < Assistant::Function
period: period,
interval: "1 month",
favorable_direction: "up",
timezone: family.timezone
)
to_ai_time_series(balance_series)