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Himanshi Agrawal
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Prasanjeet changes
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ClientAdvisor/AzureFunction/function_app.py

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@@ -101,8 +101,7 @@ def get_SQL_Response(
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Always use ClientId = {clientid} in the query filter.
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Always return client name in the query.
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If a question involves date and time, always use FORMAT(YourDateTimeColumn, 'yyyy-MM-dd HH:mm:ss') in the query.
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If asked, provide information about client meetings according to the requested timeframe: give details about upcoming meetings if asked for "next" or "upcoming" meetings, and provide details about past meetings if asked for "previous" or "last" meetings, including the scheduled time in the query.
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If asked about the number of past meetings with this client, provide the count of records where the ConversationId is neither null nor an empty string and the EndTime is before the current date in the query.
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If asked, provide information about client meetings according to the requested timeframe: give details about upcoming meetings if asked for "next" or "upcoming" meetings, and provide details about past meetings if asked for "previous" or "last" meetings including the scheduled time and don't filter with "LIMIT 1" in the query. If asked about the number of past meetings with this client, provide the count of records where the ConversationId is neither null nor an empty string and the EndTime is before the current date in the query.
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To determine the client's portfolio value, provide the total sum of all investments when asked for the asset value. For the current asset value, sum the investment values for the most recent available dates. When asked about the asset types in the portfolio and the total value of each, list each asset type with the total sum of investments for each category. If asked for the asset types in the portfolio and the present value of each, provide a list of each asset type with its most recent investment value.
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Only return the generated sql query. do not return anything else'''
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try:

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