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Purpose

This pull request clarifies how asset value queries should be handled in both the T-SQL prompt instructions and the SQL agent system prompt. Specifically, it distinguishes between questions about total asset values (which should use SUM) and questions about current values (which should return the latest investments without summing).

Prompt instruction updates:

  • Updated the functionAppSqlPrompt in infra/main.bicep to specify that questions about total "asset value"/"portfolio value"/"AUM" should return the SUM of latest investments, while questions about "current asset/investment value" should return all latest investments without SUM.
  • Updated the SQL agent system prompt in agent_factory.py to include the same clarification on handling asset value queries.
  • ...

Does this introduce a breaking change?

  • Yes
  • No

Golden Path Validation

  • I have tested the primary workflows (the "golden path") to ensure they function correctly without errors.

Deployment Validation

  • I have validated the deployment process successfully and all services are running as expected with this change.

What to Check

Verify that the following are valid

  • ...

Other Information

…y, and the total value matches the asset value displayed in the left panel.
@Prekshith-Microsoft
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@microsoft-github-policy-service agree

@Roopan-Microsoft Roopan-Microsoft merged commit ccc16de into dev Sep 1, 2025
5 checks passed
@Roopan-Microsoft Roopan-Microsoft deleted the psl-bug-22365 branch September 1, 2025 05:56
Roopan-Microsoft added a commit that referenced this pull request Sep 1, 2025
* model deployment when reusing existing foundry

* change model deployment name

* removed system managed identity code

* seggregated the files

* fix: Updated file names

* chore: down merging main into dev (#638)

* fixed opent telemetry issue CustomDomainInUse, FlagMustBeSetForRestore (#618) (#619)

Co-authored-by: VishalS-Microsoft <[email protected]>

* directory update in dependabot template (#634)

---------

Co-authored-by: NirajC-Microsoft <[email protected]>
Co-authored-by: VishalS-Microsoft <[email protected]>
Co-authored-by: Prajwal-Microsoft <[email protected]>

* added for cross-subscription existing AI project resource ID

* update

* fix: agent cleanup (#639)

* Agent deletion handled successfully

* use get azure credentials

* remove unused import

---------

Co-authored-by: Shreyas-Microsoft <[email protected]>

* TS( 21657) Bicep Standard code changes

* Added required env variables for local debugging in .env generated by azd up

* Added "Required/Optional" and changed aiProjectName suffix.

* removed location tag

* foundry project documentation

* corrected name

* updated CAdeploy.yml

* update CAdeploy.yml

* changed pipeline variable

* updated main.json file

* updated yml file

* test

* test

* update

* update

* test

* update CAdeploy.yml

* CustomizingAzdparamMd

* deploymentMdUpdate

* Updated

* Update infra/main.bicep

Fixed typo error.

Co-authored-by: Copilot <[email protected]>

* Update src/App/backend/plugins/chat_with_data_plugin.py

Updated the finally block for function "get_SQL_Response"

Co-authored-by: Copilot <[email protected]>

* Update infra/main.bicep

Removed Commented-out code

Co-authored-by: Copilot <[email protected]>

* Revert Copilot suggestion: `and project_client` is unnecessary.
`project_client` is always initialized before thread creation, so `if thread:` is sufficient.

* docs: Added Troubleshoot.md files for BYOC-Client Advisor (#650)

* Added Troubleshoot.md files for BYOC-Client Advisor

* fixed Check Markdown Broken Links

* updated troubleshotingsteps file

* Changed MACAE Github issues link with BYOC issue link

---------

Co-authored-by: NirajC-Microsoft <[email protected]>

* added colon

Co-authored-by: Copilot <[email protected]>

* Replace 'u' with 'you' for proper grammarUpdate docs/TroubleShootingSteps.md

Co-authored-by: Copilot <[email protected]>

* extra space removed

Co-authored-by: Copilot <[email protected]>

* The command block is not properly closed

Co-authored-by: Copilot <[email protected]>

* The command should be wrapped in a proper code block with language identifier for better formatting and readability.

Co-authored-by: Copilot <[email protected]>

* The total asset value and current asset value are responding correctly, and the total value matches the asset value  displayed in the left panel. (#651)

---------

Co-authored-by: Priyanka-Microsoft <[email protected]>
Co-authored-by: Prajwal D C <[email protected]>
Co-authored-by: Rafi-Microsoft <[email protected]>
Co-authored-by: VishalS-Microsoft <[email protected]>
Co-authored-by: Kanchan Nagshetti (Persistent Systems Inc) <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Bangarraju-Microsoft <[email protected]>
Co-authored-by: Prasanjeet-Microsoft <[email protected]>
Co-authored-by: UtkarshMishra-Microsoft <[email protected]>
Co-authored-by: Copilot <[email protected]>
Co-authored-by: Roopan P M <[email protected]>
Co-authored-by: Prekshith-Microsoft <[email protected]>
Roopan-Microsoft added a commit that referenced this pull request Sep 5, 2025
* model deployment when reusing existing foundry

* change model deployment name

* removed system managed identity code

* seggregated the files

* fix: Updated file names

* chore: down merging main into dev (#638)

* fixed opent telemetry issue CustomDomainInUse, FlagMustBeSetForRestore (#618) (#619)

Co-authored-by: VishalS-Microsoft <[email protected]>

* directory update in dependabot template (#634)

---------

Co-authored-by: NirajC-Microsoft <[email protected]>
Co-authored-by: VishalS-Microsoft <[email protected]>
Co-authored-by: Prajwal-Microsoft <[email protected]>

* added for cross-subscription existing AI project resource ID

* update

* fix: agent cleanup (#639)

* Agent deletion handled successfully

* use get azure credentials

* remove unused import

---------

Co-authored-by: Shreyas-Microsoft <[email protected]>

* TS( 21657) Bicep Standard code changes

* Added required env variables for local debugging in .env generated by azd up

* Added "Required/Optional" and changed aiProjectName suffix.

* removed location tag

* foundry project documentation

* corrected name

* updated CAdeploy.yml

* update CAdeploy.yml

* changed pipeline variable

* updated main.json file

* updated yml file

* test

* test

* update

* update

* test

* update CAdeploy.yml

* CustomizingAzdparamMd

* deploymentMdUpdate

* Updated

* Update infra/main.bicep

Fixed typo error.

Co-authored-by: Copilot <[email protected]>

* Update src/App/backend/plugins/chat_with_data_plugin.py

Updated the finally block for function "get_SQL_Response"

Co-authored-by: Copilot <[email protected]>

* Update infra/main.bicep

Removed Commented-out code

Co-authored-by: Copilot <[email protected]>

* Revert Copilot suggestion: `and project_client` is unnecessary.
`project_client` is always initialized before thread creation, so `if thread:` is sufficient.

* docs: Added Troubleshoot.md files for BYOC-Client Advisor (#650)

* Added Troubleshoot.md files for BYOC-Client Advisor

* fixed Check Markdown Broken Links

* updated troubleshotingsteps file

* Changed MACAE Github issues link with BYOC issue link

---------

Co-authored-by: NirajC-Microsoft <[email protected]>

* added colon

Co-authored-by: Copilot <[email protected]>

* Replace 'u' with 'you' for proper grammarUpdate docs/TroubleShootingSteps.md

Co-authored-by: Copilot <[email protected]>

* extra space removed

Co-authored-by: Copilot <[email protected]>

* The command block is not properly closed

Co-authored-by: Copilot <[email protected]>

* The command should be wrapped in a proper code block with language identifier for better formatting and readability.

Co-authored-by: Copilot <[email protected]>

* The total asset value and current asset value are responding correctly, and the total value matches the asset value  displayed in the left panel. (#651)

* Bicep file changes to add CreatedBy tag (#655)

* Update docs/TroubleShootingSteps.md

Co-authored-by: Copilot <[email protected]>

* fix: Adding a hardcoded createdBy parameter to the CAdeploy.yml file to prevent validation pipeline failures caused by the deployer function in the Bicep file. (#659)

* Adding a hardcoded createdBy parameter to the CAdeploy.yml file to prevent validation pipeline failures caused by the deployer function in the Bicep file.

* Consolidate parameters in CAdeploy.yml

---------

Co-authored-by: Priyanka-Microsoft <[email protected]>
Co-authored-by: Prajwal D C <[email protected]>
Co-authored-by: Rafi-Microsoft <[email protected]>
Co-authored-by: VishalS-Microsoft <[email protected]>
Co-authored-by: Kanchan Nagshetti (Persistent Systems Inc) <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Bangarraju-Microsoft <[email protected]>
Co-authored-by: Prasanjeet-Microsoft <[email protected]>
Co-authored-by: UtkarshMishra-Microsoft <[email protected]>
Co-authored-by: Copilot <[email protected]>
Co-authored-by: Roopan P M <[email protected]>
Co-authored-by: Prekshith-Microsoft <[email protected]>
Co-authored-by: Roopan-Microsoft <[email protected]>
Roopan-Microsoft added a commit that referenced this pull request Sep 8, 2025
* model deployment when reusing existing foundry

* change model deployment name

* removed system managed identity code

* seggregated the files

* fix: Updated file names

* chore: down merging main into dev (#638)

* fixed opent telemetry issue CustomDomainInUse, FlagMustBeSetForRestore (#618) (#619)

Co-authored-by: VishalS-Microsoft <[email protected]>

* directory update in dependabot template (#634)

---------

Co-authored-by: NirajC-Microsoft <[email protected]>
Co-authored-by: VishalS-Microsoft <[email protected]>
Co-authored-by: Prajwal-Microsoft <[email protected]>

* added for cross-subscription existing AI project resource ID

* update

* fix: agent cleanup (#639)

* Agent deletion handled successfully

* use get azure credentials

* remove unused import

---------

Co-authored-by: Shreyas-Microsoft <[email protected]>

* TS( 21657) Bicep Standard code changes

* Added required env variables for local debugging in .env generated by azd up

* Added "Required/Optional" and changed aiProjectName suffix.

* removed location tag

* foundry project documentation

* corrected name

* updated CAdeploy.yml

* update CAdeploy.yml

* changed pipeline variable

* updated main.json file

* updated yml file

* test

* test

* update

* update

* test

* update CAdeploy.yml

* CustomizingAzdparamMd

* deploymentMdUpdate

* Updated

* Update infra/main.bicep

Fixed typo error.

Co-authored-by: Copilot <[email protected]>

* Update src/App/backend/plugins/chat_with_data_plugin.py

Updated the finally block for function "get_SQL_Response"

Co-authored-by: Copilot <[email protected]>

* Update infra/main.bicep

Removed Commented-out code

Co-authored-by: Copilot <[email protected]>

* Revert Copilot suggestion: `and project_client` is unnecessary.
`project_client` is always initialized before thread creation, so `if thread:` is sufficient.

* docs: Added Troubleshoot.md files for BYOC-Client Advisor (#650)

* Added Troubleshoot.md files for BYOC-Client Advisor

* fixed Check Markdown Broken Links

* updated troubleshotingsteps file

* Changed MACAE Github issues link with BYOC issue link

---------

Co-authored-by: NirajC-Microsoft <[email protected]>

* added colon

Co-authored-by: Copilot <[email protected]>

* Replace 'u' with 'you' for proper grammarUpdate docs/TroubleShootingSteps.md

Co-authored-by: Copilot <[email protected]>

* extra space removed

Co-authored-by: Copilot <[email protected]>

* The command block is not properly closed

Co-authored-by: Copilot <[email protected]>

* The command should be wrapped in a proper code block with language identifier for better formatting and readability.

Co-authored-by: Copilot <[email protected]>

* The total asset value and current asset value are responding correctly, and the total value matches the asset value  displayed in the left panel. (#651)

* Bicep file changes to add CreatedBy tag (#655)

* Update docs/TroubleShootingSteps.md

Co-authored-by: Copilot <[email protected]>

* fix: Adding a hardcoded createdBy parameter to the CAdeploy.yml file to prevent validation pipeline failures caused by the deployer function in the Bicep file. (#659)

* Adding a hardcoded createdBy parameter to the CAdeploy.yml file to prevent validation pipeline failures caused by the deployer function in the Bicep file.

* Consolidate parameters in CAdeploy.yml

---------

Co-authored-by: Priyanka-Microsoft <[email protected]>
Co-authored-by: Prajwal D C <[email protected]>
Co-authored-by: Rafi-Microsoft <[email protected]>
Co-authored-by: NirajC-Microsoft <[email protected]>
Co-authored-by: VishalS-Microsoft <[email protected]>
Co-authored-by: Kanchan Nagshetti (Persistent Systems Inc) <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Bangarraju-Microsoft <[email protected]>
Co-authored-by: Prasanjeet-Microsoft <[email protected]>
Co-authored-by: UtkarshMishra-Microsoft <[email protected]>
Co-authored-by: Copilot <[email protected]>
Co-authored-by: Prekshith-Microsoft <[email protected]>
Roopan-Microsoft added a commit that referenced this pull request Sep 17, 2025
* chore: Dev to Main changes merge (#657)

* model deployment when reusing existing foundry

* change model deployment name

* removed system managed identity code

* seggregated the files

* fix: Updated file names

* chore: down merging main into dev (#638)

* fixed opent telemetry issue CustomDomainInUse, FlagMustBeSetForRestore (#618) (#619)

Co-authored-by: VishalS-Microsoft <[email protected]>

* directory update in dependabot template (#634)

---------

Co-authored-by: NirajC-Microsoft <[email protected]>
Co-authored-by: VishalS-Microsoft <[email protected]>
Co-authored-by: Prajwal-Microsoft <[email protected]>

* added for cross-subscription existing AI project resource ID

* update

* fix: agent cleanup (#639)

* Agent deletion handled successfully

* use get azure credentials

* remove unused import

---------

Co-authored-by: Shreyas-Microsoft <[email protected]>

* TS( 21657) Bicep Standard code changes

* Added required env variables for local debugging in .env generated by azd up

* Added "Required/Optional" and changed aiProjectName suffix.

* removed location tag

* foundry project documentation

* corrected name

* updated CAdeploy.yml

* update CAdeploy.yml

* changed pipeline variable

* updated main.json file

* updated yml file

* test

* test

* update

* update

* test

* update CAdeploy.yml

* CustomizingAzdparamMd

* deploymentMdUpdate

* Updated

* Update infra/main.bicep

Fixed typo error.

Co-authored-by: Copilot <[email protected]>

* Update src/App/backend/plugins/chat_with_data_plugin.py

Updated the finally block for function "get_SQL_Response"

Co-authored-by: Copilot <[email protected]>

* Update infra/main.bicep

Removed Commented-out code

Co-authored-by: Copilot <[email protected]>

* Revert Copilot suggestion: `and project_client` is unnecessary.
`project_client` is always initialized before thread creation, so `if thread:` is sufficient.

* docs: Added Troubleshoot.md files for BYOC-Client Advisor (#650)

* Added Troubleshoot.md files for BYOC-Client Advisor

* fixed Check Markdown Broken Links

* updated troubleshotingsteps file

* Changed MACAE Github issues link with BYOC issue link

---------

Co-authored-by: NirajC-Microsoft <[email protected]>

* added colon

Co-authored-by: Copilot <[email protected]>

* Replace 'u' with 'you' for proper grammarUpdate docs/TroubleShootingSteps.md

Co-authored-by: Copilot <[email protected]>

* extra space removed

Co-authored-by: Copilot <[email protected]>

* The command block is not properly closed

Co-authored-by: Copilot <[email protected]>

* The command should be wrapped in a proper code block with language identifier for better formatting and readability.

Co-authored-by: Copilot <[email protected]>

* The total asset value and current asset value are responding correctly, and the total value matches the asset value  displayed in the left panel. (#651)

* Bicep file changes to add CreatedBy tag (#655)

* Update docs/TroubleShootingSteps.md

Co-authored-by: Copilot <[email protected]>

* fix: Adding a hardcoded createdBy parameter to the CAdeploy.yml file to prevent validation pipeline failures caused by the deployer function in the Bicep file. (#659)

* Adding a hardcoded createdBy parameter to the CAdeploy.yml file to prevent validation pipeline failures caused by the deployer function in the Bicep file.

* Consolidate parameters in CAdeploy.yml

---------

Co-authored-by: Priyanka-Microsoft <[email protected]>
Co-authored-by: Prajwal D C <[email protected]>
Co-authored-by: Rafi-Microsoft <[email protected]>
Co-authored-by: VishalS-Microsoft <[email protected]>
Co-authored-by: Kanchan Nagshetti (Persistent Systems Inc) <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Bangarraju-Microsoft <[email protected]>
Co-authored-by: Prasanjeet-Microsoft <[email protected]>
Co-authored-by: UtkarshMishra-Microsoft <[email protected]>
Co-authored-by: Copilot <[email protected]>
Co-authored-by: Roopan P M <[email protected]>
Co-authored-by: Prekshith-Microsoft <[email protected]>
Co-authored-by: Roopan-Microsoft <[email protected]>

* fix: merging dev to main changes (#661)

* model deployment when reusing existing foundry

* change model deployment name

* removed system managed identity code

* seggregated the files

* fix: Updated file names

* chore: down merging main into dev (#638)

* fixed opent telemetry issue CustomDomainInUse, FlagMustBeSetForRestore (#618) (#619)

Co-authored-by: VishalS-Microsoft <[email protected]>

* directory update in dependabot template (#634)

---------

Co-authored-by: NirajC-Microsoft <[email protected]>
Co-authored-by: VishalS-Microsoft <[email protected]>
Co-authored-by: Prajwal-Microsoft <[email protected]>

* added for cross-subscription existing AI project resource ID

* update

* fix: agent cleanup (#639)

* Agent deletion handled successfully

* use get azure credentials

* remove unused import

---------

Co-authored-by: Shreyas-Microsoft <[email protected]>

* TS( 21657) Bicep Standard code changes

* Added required env variables for local debugging in .env generated by azd up

* Added "Required/Optional" and changed aiProjectName suffix.

* removed location tag

* foundry project documentation

* corrected name

* updated CAdeploy.yml

* update CAdeploy.yml

* changed pipeline variable

* updated main.json file

* updated yml file

* test

* test

* update

* update

* test

* update CAdeploy.yml

* CustomizingAzdparamMd

* deploymentMdUpdate

* Updated

* Update infra/main.bicep

Fixed typo error.

Co-authored-by: Copilot <[email protected]>

* Update src/App/backend/plugins/chat_with_data_plugin.py

Updated the finally block for function "get_SQL_Response"

Co-authored-by: Copilot <[email protected]>

* Update infra/main.bicep

Removed Commented-out code

Co-authored-by: Copilot <[email protected]>

* Revert Copilot suggestion: `and project_client` is unnecessary.
`project_client` is always initialized before thread creation, so `if thread:` is sufficient.

* docs: Added Troubleshoot.md files for BYOC-Client Advisor (#650)

* Added Troubleshoot.md files for BYOC-Client Advisor

* fixed Check Markdown Broken Links

* updated troubleshotingsteps file

* Changed MACAE Github issues link with BYOC issue link

---------

Co-authored-by: NirajC-Microsoft <[email protected]>

* added colon

Co-authored-by: Copilot <[email protected]>

* Replace 'u' with 'you' for proper grammarUpdate docs/TroubleShootingSteps.md

Co-authored-by: Copilot <[email protected]>

* extra space removed

Co-authored-by: Copilot <[email protected]>

* The command block is not properly closed

Co-authored-by: Copilot <[email protected]>

* The command should be wrapped in a proper code block with language identifier for better formatting and readability.

Co-authored-by: Copilot <[email protected]>

* The total asset value and current asset value are responding correctly, and the total value matches the asset value  displayed in the left panel. (#651)

* Bicep file changes to add CreatedBy tag (#655)

* Update docs/TroubleShootingSteps.md

Co-authored-by: Copilot <[email protected]>

* fix: Adding a hardcoded createdBy parameter to the CAdeploy.yml file to prevent validation pipeline failures caused by the deployer function in the Bicep file. (#659)

* Adding a hardcoded createdBy parameter to the CAdeploy.yml file to prevent validation pipeline failures caused by the deployer function in the Bicep file.

* Consolidate parameters in CAdeploy.yml

---------

Co-authored-by: Priyanka-Microsoft <[email protected]>
Co-authored-by: Prajwal D C <[email protected]>
Co-authored-by: Rafi-Microsoft <[email protected]>
Co-authored-by: NirajC-Microsoft <[email protected]>
Co-authored-by: VishalS-Microsoft <[email protected]>
Co-authored-by: Kanchan Nagshetti (Persistent Systems Inc) <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Bangarraju-Microsoft <[email protected]>
Co-authored-by: Prasanjeet-Microsoft <[email protected]>
Co-authored-by: UtkarshMishra-Microsoft <[email protected]>
Co-authored-by: Copilot <[email protected]>
Co-authored-by: Prekshith-Microsoft <[email protected]>

* fixed vulnerabilities

* removed duplicate variable

---------

Co-authored-by: NirajC-Microsoft <[email protected]>
Co-authored-by: Priyanka-Microsoft <[email protected]>
Co-authored-by: Prajwal D C <[email protected]>
Co-authored-by: Rafi-Microsoft <[email protected]>
Co-authored-by: VishalS-Microsoft <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Shreyas-Microsoft <[email protected]>
Co-authored-by: Bangarraju-Microsoft <[email protected]>
Co-authored-by: Prasanjeet-Microsoft <[email protected]>
Co-authored-by: UtkarshMishra-Microsoft <[email protected]>
Co-authored-by: Copilot <[email protected]>
Co-authored-by: Roopan P M <[email protected]>
Co-authored-by: Prekshith-Microsoft <[email protected]>
Co-authored-by: Roopan-Microsoft <[email protected]>
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3 participants