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https://github.com/maybe-finance/maybe.git
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662f2c04ce
* Initial multi-step property form * Improve form structure, add optional tooltip help icons to form fields * Add basic inline alert component * Clean up and improve property form lifecycle * Implement Account status concept * Lint fixes * Remove whitespace * Balance editing, scope updates for account * Passing tests * Fix brakeman warning * Remove stale columns * data constraint tweaks * Redundant property
40 lines
1.2 KiB
Ruby
40 lines
1.2 KiB
Ruby
class Assistant::Function::GetAccounts < Assistant::Function
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class << self
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def name
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"get_accounts"
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end
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def description
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"Use this to see what accounts the user has along with their current and historical balances"
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end
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end
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def call(params = {})
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{
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as_of_date: Date.current,
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accounts: family.accounts.includes(:balances).map do |account|
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{
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name: account.name,
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balance: account.balance,
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currency: account.currency,
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balance_formatted: account.balance_money.format,
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classification: account.classification,
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type: account.accountable_type,
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start_date: account.start_date,
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is_plaid_linked: account.plaid_account_id.present?,
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status: account.status,
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historical_balances: historical_balances(account)
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}
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end
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}
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end
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private
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def historical_balances(account)
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start_date = [ account.start_date, 5.years.ago.to_date ].max
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period = Period.custom(start_date: start_date, end_date: Date.current)
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balance_series = account.balance_series(period: period, interval: "1 month")
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to_ai_time_series(balance_series)
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end
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end
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