temporal-ai-agent/todo.md

todo list

[ ] mergey stuffs

• make confirm work how you want when force_confirm is on and off
  

  • test with confirm on and off - single goal
    
    • 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
      
  • test with confirm on and off - multi goal
    

• documenting confirm
  

• document how to do debugging confirm force confirm with toolchain in setup and adding-goals-and-tools
  

• document how to do optional confirm at goal/tool level
  

• goal change management tweaks
  

  • maybe make the choose_Agent_goal tag not be system/not always included?
    
  • try taking out list-agents as a tool because agent_prompt_generators may do it for you
    
  • 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
    

• make the goal selection/capabilities work how you want
  

• make end-conversation work when force_confirm is on and off
  

• make tool selection work when force_confirm is on and off
  

• updates to PTO and money movement setup docs re data file
  

• fixing NDE about changing force_confirm
  

• rename self.confirm to self.confirmed to be clearer

• rename show_confirm to show_confirm_and_tool_args

• remove print debugging and todo comments [ ] expand tests
  [ ] try claude-3-7-sonnet-20250219, see tool_activities.py
  [x] make agent respond to name of goals and not just numbers
  [x] josh to do fintech scenarios
  

[ ] fintech goals

• 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.
  
• 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.
  
• 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).
  

[ ] new loan/fraud check/update with start

[ ] 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

• Insight into the agent’s performance
  [ ] non-retry the api key error - "Invalid API Key provided: sk_test_**J..." and "AuthenticationError"
  [ ] add visual feedback when workflow starting
  [ ] enable user to list agents at any time - like end conversation - probably with a next step
  
• 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.