feat(trade): Enhance trade processing and context handling in customer service

- Introduced `pending_trade` handling in the chat API to manage trade requests more effectively.
- Updated the `submit_trade_api` to allow advisors to access customer trades based on assigned roles.
- Added new methods in `GatewayRepository` for managing core holdings during trade subscriptions and redemptions.
- Implemented context-aware trade dialogue management in the customer service layer to improve user experience during multi-turn interactions.
- Enhanced the tool service to support trade actions and suitability checks, ensuring accurate processing of user requests.

This update significantly improves the trade interaction flow, providing a more robust and user-friendly experience for customers engaging in trading activities.

scripts/dev/dump_session.py

@@ -0,0 +1,42 @@
+"""Dump agent_message + recent audit for a session id (local debug)."""
+import sys
+from sqlalchemy import text
+
+from app.config.database import get_agent_session_local
+
+
+def main() -> None:
+    sid = sys.argv[1] if len(sys.argv) > 1 else "sess-16d0331d027"
+    Session = get_agent_session_local()
+    with Session() as s:
+        rows = s.execute(
+            text(
+                "SELECT seq_no, role, intent, content FROM agent_message "
+                "WHERE session_id=:sid ORDER BY seq_no"
+            ),
+            {"sid": sid},
+        ).fetchall()
+        print(f"session={sid} messages={len(rows)}")
+        for seq, role, intent, content in rows:
+            print(f"\n=== seq={seq} role={role} intent={intent} ===")
+            print(content[:2000] if content else "")
+        try:
+            audits = s.execute(
+                text(
+                    "SELECT id, created_at, event_type, path, status_code, "
+                    "LEFT(COALESCE(payload,''), 600) "
+                    "FROM audit_log WHERE session_id=:sid "
+                    "ORDER BY id DESC LIMIT 20"
+                ),
+                {"sid": sid},
+            ).fetchall()
+        except Exception as e:
+            print("audit_log query failed:", e)
+            audits = []
+        print(f"\naudit rows={len(audits)}")
+        for row in audits:
+            print(row)
+
+
+if __name__ == "__main__":
+    main()