documentation & guidance updates, getting things done, fixing a possible NDE if you change env vars, changes to enable user picking "done", minor test changes, minor goal selection prompt improvements

todo.md

@@ -1,27 +1,45 @@
 # todo list
+[ ] mergey stuffs <br />
+- [x] make confirm work how you want when force_confirm is on and off <br />
+    - [x] test with confirm on and off - single goal <br />
+        - [x] confirmation off-> it's unclear it's asking for confirmation unless we set `self.confirm = False` in the workflow  - maybe we should take the args/confirm route? - test with confirm on box - test with book PTO<br />
+    - [x] test with confirm on and off - multi goal <br />
+- [x] documenting confirm <br />
+- [x] document how to do debugging confirm force confirm with toolchain in setup and adding-goals-and-tools <br />
+- [x] document how to do optional confirm at goal/tool level <br /> 
+- [ ] goal change management tweaks <br />
+    - [ ] maybe make the choose_Agent_goal tag not be system/not always included? <br />
+    - [ ] try taking out list-agents as a tool because agent_prompt_generators may do it for you <br />
+    - [ ] make goal selection not be a system tool but be an option in .env, see how that works, includes taking it out of the goal/toolset for all goals <br />
+- [x] make the goal selection/capabilities work how you want <br />
+- [x] make end-conversation work when force_confirm is on and off <br />
+
+
+- [x] make tool selection work  when force_confirm is on and off <br />
+
+- [x] updates to PTO and money movement setup docs re data file <br />
+- [x] fixing NDE about changing force_confirm <br />
+- [x] rename self.confirm to self.confirmed to be clearer
+- [x] rename show_confirm to show_confirm_and_tool_args
+
+- [x] remove print debugging and todo comments
+[ ] expand [tests](./tests/agent_goal_workflow_test.py)<br />
 [ ] try claude-3-7-sonnet-20250219, see [tool_activities.py](./activities/tool_activities.py) <br />
 [x] make agent respond to name of goals and not just numbers <br />
 [x] josh to do fintech scenarios <br />
-[ ] expand [tests](./tests/agent_goal_workflow_test.py)<br />
+
 
 [ ] fintech goals <br />
 - Fraud Detection and Prevention - The AI monitors transactions across accounts, flagging suspicious activities (e.g., unusual spending patterns or login attempts) and autonomously freezing accounts or notifying customers and compliance teams.<br />
 - Personalized Financial Advice - An AI agent analyzes a customer’s financial data (e.g., income, spending habits, savings, investments) and provides tailored advice, such as budgeting tips, investment options, or debt repayment strategies.<br />
 - Portfolio Management and Rebalancing - The AI monitors a customer’s investment portfolio, rebalancing it automatically based on market trends, risk tolerance, and financial goals (e.g., shifting assets between stocks, bonds, or crypto).<br />
-[x] money movement - start money transfer <br />
-[x] todo use env vars to do connect to local or non-local
-[x] account balance - <br />
+
 [ ] new loan/fraud check/update with start <br />
 
 
 [ ] ask the ai agent how it did at the end of the conversation, was it efficient? successful? insert a search attribute to document that before return <br />
 - Insight into the agent’s performance <br />
-
 [ ] non-retry the api key error - "Invalid API Key provided: sk_test_**J..." and "AuthenticationError" <br />
-
 [ ] add visual feedback when workflow starting <br />
-[ ] figure out how to allow user to list agents at any time - like end conversation <br />
-
-[ ] change initial goal selection prompt to list capabilities and prompt more nicely - not a bulleted list - see how that works
-
-[x] todo use env vars to do connect to local or non-local cloud for activities for money scenarios
+[ ] enable user to list agents at any time - like end conversation - probably with a next step<br />
+ - with changing "'Next should only be "pick-new-goal" if all tools have been run (use the system prompt to figure that out).'" in [prompt_generators](./prompts/agent_prompt_generators.py).