refactor: update agent sync behavior, improve freshness detection patterns, and add diagnostic troubleshooting script
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@@ -53,6 +53,8 @@ tags:
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- Deeper Discourse / FTTransfer analysis now points to presentation-layer SwiftUI identity/lifecycle churn around `BankInformationView` and `BankSetupWebView`: XFlow eventing appears to set shared consumer-observed state, but current evidence does not show it directly mutating view identity, host lifecycle, or alert state.
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- The working non-XFlow route appears to avoid the issue because it bypasses the extra XFlow destination presentation layer and associated state-coupling surface, while the failing playground path keeps the alert/popup transition and cover lifecycle coupled in the same reactive chain.
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- The next implementation direction for the Discourse / FTTransfer issue is a pure SwiftUI fix that decouples alert state from the cover identity chain, avoiding unnecessary UIKit dependencies
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- `PDIAP-16167 - AccountLink - XFlow causing web view rewrites investigation` was created for the FTTransfer AccountLink investigation and root-cause report
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- Include in the `PDIAP-16167` report that the issue persists when rolling back `XFlowSDK` to `v0.1.0`, predating REST and modern architecture changes; Jeff explicitly asked David to include this in the document
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- Before closing out the AO thread, send one more working-group Teams reply that summarizes the original iOS issue, links the Jira comment, Discourse comment, and PR, and separates the remaining `HybridBrokerageAccountOpening` / `JointIdentityCheck` service-side issue
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- The `HybridBrokerageAccountOpening` / `JointIdentityCheck` rule-content issue appears unchanged between QA and Production in Cogstore and should be treated as the remaining service-side follow-up
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@@ -25,3 +25,7 @@ Update the per-ticket files first when scope, status, sequencing, or communicati
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- `PDIAP-15836` - Modernize dismissal delegate lifecycle sequencing for pure SwiftUI environment
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Detail: `project-knowledge/02-work-items/pdiap-15836.md`
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Current note: approved at `8` points, rooted in the AccountLink dismissal sequencing investigation, and sequenced after `PDIAP-15838`.
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- `PDIAP-16167` - AccountLink - XFlow causing web view rewrites investigation
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Detail: `project-knowledge/02-work-items/pdiap-16167.md`
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Current note: active documentation/root-cause story for the FTTransfer AccountLink issue. The report should include the `XFlowSDK v0.1.0` rollback evidence and the minimal presentation-anchor fix.
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@@ -1,10 +1,10 @@
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---
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type: daily
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project: fidelity
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date: 2026-05-04
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date: 2026-05-01
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status: active
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focus: []
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work-items: []
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focus: [ao-discourse, xflow-debugging]
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work-items: [pdiap-16167]
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blockers: []
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tags:
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- daily
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@@ -12,35 +12,41 @@ tags:
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updated: 2026-05-04
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---
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# 2026-05-04
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# 2026-05-01
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## Focus
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-
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- Verify and document the root cause for the FTTransfer AccountLink web-view reload issue.
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---
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## Work Done
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-
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- Created `PDIAP-16167 - AccountLink - XFlow causing web view rewrites investigation`.
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- Prepared the root-cause report for the FTTransfer AccountLink issue.
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- Verified that XFlow eventing does not appear to be the direct cause of the reload.
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- Verified that the issue persists when rolling back `XFlowSDK` to `v0.1.0`, which predates REST and modern architecture changes.
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- Identified a minimal presentation-anchor change that resolves the alert auto-dismiss and web-view reload behavior.
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---
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## Findings
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-
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- Current evidence points to a consumer SwiftUI presentation-layer issue rather than recent XFlowSDK or XFlowViewMaker changes.
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- The rollback-to-`XFlowSDK v0.1.0` finding should be included in the report because it helps separate the issue from recent XFlow changes.
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---
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## Communication
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-
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- Jeff asked David to put the findings into a Confluence report, share it with Zachary, and comment it on the story.
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- Jeff specifically asked David to include the XFlowSDK version / rollback evidence in the report.
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---
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## Next Steps
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-
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- Finalize and share the root-cause report with the rollback evidence and minimal fix note.
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---
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