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Fix transactions tool call for chat

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This commit is contained in:
Zach Gollwitzer
2025-07-24 14:09:30 -04:00
parent bacab94a1b
commit 5baf258a32
1 changed files with 3 additions and 2 deletions
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5
app/models/assistant/function/get_transactions.rb
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@@ -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