todo updates

todo.md

@@ -1,35 +1,13 @@
 # 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 />
+[ ] 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 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 />
 
-
-[ ] fintech goals <br />
+[ ] adding 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 />