feat: Update behavior rules and documentation for workspace maintenance and flow references
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@@ -38,6 +38,7 @@ Durable context about recurring streams of work and investigation:
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- [workstreams/xflow-debugging.md](./workstreams/xflow-debugging.md)
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- [workstreams/xflow-swiftui-migration.md](./workstreams/xflow-swiftui-migration.md)
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- [workstreams/consumer-integration.md](./workstreams/consumer-integration.md)
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- [workstreams/flow-page-references.md](./workstreams/flow-page-references.md)
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### `process/`
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@@ -24,6 +24,8 @@ When the format fits, prefer:
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- For standups, report the previous workday context, not blindly the prior calendar day.
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- On Mondays, use Friday's work context unless a later prior day has Mattermost activity.
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- If the previous calendar day has no project activity because of weekend, holiday, or OOO, use the latest prior day with Mattermost activity.
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- For standups, when a Jira item has multiple concrete updates, use one top-level `JIRA-ID - Title` bullet and indented markdown sub-bullets instead of repeating the same Jira line.
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- When a flow/page shorthand could be ambiguous, prefer the real flow identifier and page name from `ai/context/workstreams/flow-page-references.md`.
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- Avoid vague phrasing such as:
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- "same behavior"
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- "looks fixed"
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@@ -17,6 +17,7 @@ Keep this workspace useful as living memory instead of a pile of disconnected no
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- `ai/state/work-items.md` for the compact active-work summary
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- `ai/context/` for durable project knowledge
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- `ai/context/people/` for named person context
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- `.opencode/commands/`, `prompts/`, `.opencode/agents/`, `.opencode/skills/`, or `knowledge/` for reusable behavior rules that control how the workspace responds
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---
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@@ -26,9 +27,11 @@ Keep this workspace useful as living memory instead of a pile of disconnected no
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- Do not promote failed syncs or tooling errors as project facts.
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- Promote repeated durable patterns from historical archives into stable context when confidence is high.
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- Keep old status-only details archive-only unless they still change current understanding.
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- Treat user corrections about command output, prompt structure, memory handling, or agent behavior as inputs to the operational surface, not just as daily notes.
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---
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## Curation Rule
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- If a new stable context file is added, keep `project.md` and `index.md` aligned so future sessions can discover it quickly.
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- If a new rule affects a slash command or reusable prompt, update that command or prompt directly so the behavior changes on the next run.
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25
ai/context/workstreams/flow-page-references.md
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25
ai/context/workstreams/flow-page-references.md
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@@ -0,0 +1,25 @@
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# Flow And Page References
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## Goal
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Keep recurring flow names, page names, and shorthand references aligned so debugging notes and external updates do not drift into ambiguous wording.
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---
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## Current Mappings
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- `HybridYouthAccountOpening`
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- This is the real flow identifier when David refers to the Youth flow in recent AO validation discussions.
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- The relevant page in this flow is `TeenIdentityCheck`.
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- `HybridBrokerageAccountOpening`
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- This is the separate authenticated flow discussed alongside the Youth issue.
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- The relevant page in this flow is `JointIdentityCheck`.
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---
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## Usage
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- When drafting updates, prefer the real flow identifier if there is any risk that shorthand like `Youth flow` or `HybridBrokerage` could be misunderstood.
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- When a shorthand is still useful for readability, keep the real flow ID available somewhere in the same session context.
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- Capture additional stable flow/page mappings here when they come up repeatedly in debugging, standups, Jira comments, or consumer communication.
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@@ -17,6 +17,9 @@
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- [consumer-integration.md](./consumer-integration.md)
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Release and validation coupling across XFlow, XFlowViewMaker, FT modules, and Fid4.
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- [flow-page-references.md](./flow-page-references.md)
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Stable mapping between shorthand flow references and their real flow/page identifiers.
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---
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## Guidance
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