From 5baf258a32f933a475699dc70000febb87530883 Mon Sep 17 00:00:00 2001 From: Zach Gollwitzer Date: Thu, 24 Jul 2025 14:09:30 -0400 Subject: [PATCH] Fix transactions tool call for chat --- app/models/assistant/function/get_transactions.rb | 5 +++-- 1 file changed, 3 insertions(+), 2 deletions(-) diff --git a/app/models/assistant/function/get_transactions.rb b/app/models/assistant/function/get_transactions.rb index 9b0da316..7ad081fb 100644 --- a/app/models/assistant/function/get_transactions.rb +++ b/app/models/assistant/function/get_transactions.rb @@ -134,7 +134,8 @@ class Assistant::Function::GetTransactions < Assistant::Function def call(params = {}) search_params = params.except("order", "page") - transactions_query = family.transactions.visible.search(search_params) + search = Transaction::Search.new(family, filters: search_params) + transactions_query = search.transactions_scope pagy_query = params["order"] == "asc" ? transactions_query.chronological : transactions_query.reverse_chronological # By default, we give a small page size to force the AI to use filters effectively and save on tokens @@ -149,7 +150,7 @@ class Assistant::Function::GetTransactions < Assistant::Function limit: default_page_size ) - totals = family.income_statement.totals(transactions_scope: transactions_query) + totals = search.totals normalized_transactions = paginated_transactions.map do |txn| entry = txn.entry