Match Plaid holding values on current day (#2212)

* Match Plaid holding values on current day * Fix chart timezone issue * Add timezone tests for syncs * Hide sidebars on trades test
2026-04-17 19:14:11 +00:00 · 2025-05-06 09:25:49 -04:00
parent 470b753833
commit 2000f05453
16 changed files with 242 additions and 21 deletions
--- a/app/models/assistant/function/get_balance_sheet.rb
+++ b/app/models/assistant/function/get_balance_sheet.rb
@@ -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)