- fixes for multi-goal:post first real goal goal switch: duplicate listagents behavior from the toolplanner

- adding ecommerce initial guidance
- fixed new-goal guidance prompts for multi-goal mode
- (minor) fixed abug in money movement so it won't connect to temporal cloud if it's not doing a real workflow
- (minor) fixed abug in loan application so it won't connect to temporal cloud if it's not doing a real workflow
- some todo notes cleanup

tools/fin/move_money.py

@@ -77,8 +77,6 @@ async def move_money(args: dict) -> dict:
 # Async function to start workflow
 async def start_workflow(amount_cents: int, from_account_name: str, to_account_name: str)-> str:
  
-    # Connect to Temporal 
-    client = await get_temporal_client()
     start_real_workflow = os.getenv("FIN_START_REAL_WORKFLOW")
     if start_real_workflow is not None and start_real_workflow.lower() == "false":
         START_REAL_WORKFLOW = False
@@ -86,6 +84,8 @@ async def start_workflow(amount_cents: int, from_account_name: str, to_account_n
         START_REAL_WORKFLOW = True
     
     if START_REAL_WORKFLOW:
+        # Connect to Temporal 
+        client = await get_temporal_client()
         # Create the parameter object
         params = MoneyMovementWorkflowParameterObj(
             amount=amount_cents,  

tools/fin/submit_loan_application.py

@@ -46,14 +46,14 @@ async def submit_loan_application(args: dict) -> dict:
 # Async function to start workflow
 async def start_workflow(amount: str, account_name: str, )-> dict:
  
-    # Connect to Temporal 
-    client = await get_temporal_client()
     start_real_workflow = os.getenv("FIN_START_REAL_WORKFLOW")
     if start_real_workflow is not None and start_real_workflow.lower() == "false":
         START_REAL_WORKFLOW = False
         return {'loan_application_status': "applied", 'application_details': "loan application is submitted and initial validation is complete",'transaction_id': "APPLICATION"+account_name, 'advisement': "You'll receive a confirmation for final approval in three business days", }  
     else:
         START_REAL_WORKFLOW = True
+         # Connect to Temporal 
+        client = await get_temporal_client()
     
         # Define the workflow ID and task queue
         workflow_id = "LOAN_APPLICATION-"+account_name+"-"+date.today().strftime('%Y-%m-%d')

tools/goal_registry.py

@@ -345,7 +345,7 @@ goal_fin_move_money = AgentGoal(
 )
 
 # this starts a loan approval process
-# it also uses a separate workflow/tool, see ./setup.md for details #todo
+# it also uses a separate workflow/tool, see ./setup.md for details 
 goal_fin_loan_application = AgentGoal(
     id = "goal_fin_loan_application",
     category_tag="fin",
@@ -353,7 +353,7 @@ goal_fin_loan_application = AgentGoal(
     agent_friendly_description="Initiate loan application.",   
     tools=[
         tool_registry.financial_check_account_is_valid,
-        tool_registry.financial_submit_loan_approval, #todo 
+        tool_registry.financial_submit_loan_approval, 
     ],
     description="The user wants to apply for a loan at the financial institution. To assist with that goal, help the user gather args for these tools in order: "
     "1. FinCheckAccountIsValid: validate the user's account is valid"
@@ -375,7 +375,6 @@ goal_fin_loan_application = AgentGoal(
     ),
 )
 # ----- E-Commerce Goals ---
-#todo: add goal to list all orders for last X amount of time?
 # this tool checks account balances, and uses ./data/customer_account_data.json as dummy data
 goal_ecomm_order_status = AgentGoal(
     id = "goal_ecomm_order_status",