feat: Update documentation and configuration for onboarding, graph defaults, and workspace navigation
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.obsidian/graph.json
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@@ -1,10 +1,10 @@
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"search": "-path:.git -path:.opencode/node_modules -path:ai/inbox -path:archives -path:scripts/mattermost/generated -path:scripts/slack/generated -path:scripts/mattermost/.venv -path:scripts/slack/.venv -path:generated -path:.venv -file:index -file:README -file:AGENTS -file:SKILL",
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@@ -46,6 +46,6 @@
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@@ -25,3 +25,7 @@
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- Jeff concluded there is no point relying on a separate service release for the Youth issue if it would also require its own rollout; the iOS PR should be treated as the primary fix path, while the QA-side flow-definition change explains why the issue no longer reproduces in XQ1.
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- Durable tooling/system note: in Fidelity flow work, Cogstore is the platform used to modify and publish many individual flow configurations, compare versions per flow, and check who/when a specific flow version was published to QA or Production. Slate was the newer consumer-side configuration tooling during the SwiftUI refactor, but Jeff believes it is now decommissioned.
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- Additional tooling note: flow IDs are not guaranteed to exist in both Cogstore and Slate, so the active configuration source for a given flow should be verified instead of assumed.
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- David confirmed that the `HybridBrokerageAccountOpening` / `JointIdentityCheck` flow-definition content is the same in QA and Production even though the versions differ (`0.0.267` vs `0.0.263`), so that separate rule-content issue should also be reproducible in Production.
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- Jeff asked Rashmi to revert the Youth-flow service change so the iOS-side PR can remain the single fix path for that issue.
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- David confirmed Rashmi reverted the QA change by publishing the earlier flow version, and local Fid4 validation with the iOS PR showed the `birthDate`-based validation now works as expected.
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- Jeff's preferred external summary is now very explicit: we went back and fixed their original iOS-only issue on the iOS side, while the separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` issue is a new service-side problem that still needs its own follow-up.
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@@ -22,11 +22,13 @@
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- The rollout document should use the new flag name `xflow-swiftui-container-enabled` and note that the flag will be added later during implementation
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- Re-check the authenticated AO validation issue with scenario-specific evidence: the `HybridYouthAccountOpening` / `TeenIdentityCheck` path currently points to an iOS-only decoding gap, while a separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` case reproduces on both platforms
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- The immediate Youth issue was fixed on the service side for the Youth-flow `TeenIdentityCheck` path after the payload moved from `birthDate` to `validations`; local Fid4 validation also confirmed it. The XFlowSDK-side fallback PR should still ship in the next release
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- Jeff later decided the iOS fallback PR should be treated as the primary fix path for the Youth issue rather than relying on a separate service rollout; the QA-side service change has since been rolled back and Fid4 validation still passed with the PR in place
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- When describing the XFlowSDK fallback PR, frame it as a compatibility improvement for similar future `birthDate` payloads, not as a fix for the separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` issue
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- The Youth / `TeenIdentityCheck` issue was iOS-only; do not describe it as reproducing on both platforms
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- The service-side payload update and the XFlowSDK fallback PR address the same Youth / `TeenIdentityCheck` issue; do not split them into separate Youth issues when summarizing scope
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- `PDIAP-15765` should stay out of Done until the PR is merged; Santosh approved it, but code-owner approval is still required before merge
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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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---
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@@ -30,6 +30,7 @@
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- Later validation on April 15 showed the original `HybridYouthAccountOpening` / `TeenIdentityCheck` issue no longer reproduces once the payload uses `validations` instead of `birthDate`.
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- A minimal XFlowSDK fix was still prepared on April 15 so the iOS `.apxDateSelect` path also falls back to `birthDate` for a future release.
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- Jeff confirmed on April 15 that this minimal iOS fallback is the right fix direction for the Youth / `TeenIdentityCheck` case and approved opening the PR under the same story.
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- On April 16, Jeff decided the iOS PR should be the primary fix path for the Youth / `TeenIdentityCheck` issue rather than relying on a separate service rollout.
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---
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@@ -40,8 +41,10 @@
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- Keep the authenticated-user qualifier whenever this ticket is mentioned.
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- Do not describe it as a generic validation issue without the `TeenIdentityCheck` and auth context.
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- The originally reported Youth issue was fixed for the Youth-flow `TeenIdentityCheck` path by the service-side payload update from `birthDate` to `validations`; local Fid4 validation also confirmed it. The XFlowSDK fallback PR should still be released so iOS handles the older `birthDate` format more safely.
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- That service-side Youth fix was later rolled back in QA so the iOS PR can remain the single fix path; local Fid4 validation with the PR still confirmed the `birthDate` validation works correctly.
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- Jeff provided historical context that these fallback paths exist largely to accommodate older AO payload conventions; when the issue is AO-specific, iOS-only, and caused by a service-vs-SDK key mismatch, this kind of iOS fallback is the usual fix.
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- The `HybridBrokerageAccountOpening` / `JointIdentityCheck` issue is different from the original Youth report: the rule content itself does not include `ageRange` or `eighteenOrAbove`, so that path still points to a service-side update rather than the same iOS parsing gap.
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- David compared `HybridBrokerageAccountOpening` / `JointIdentityCheck` in Cogstore and found the relevant rule content is the same in QA and Production despite different flow-definition versions, so that separate issue should also exist in Production.
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- The small iOS PR should be described as a compatibility safeguard for future older-format payloads and should not be framed as applying to the `HybridBrokerageAccountOpening` / `JointIdentityCheck` issue.
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- The service-side `birthDate` -> `validations` change and the small iOS PR both relate to the same Youth / `TeenIdentityCheck` issue; they should not be described as separate Youth issues.
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@@ -52,6 +55,7 @@
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- Get the small XFlowSDK compatibility PR reviewed and released.
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- Send one more AO working-group Teams summary that points to the Jira comment, Discourse comment, and PR while keeping the separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` issue clearly out of the original Youth-fix scope.
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- Keep the final AO working-group message very explicit about there being two flow scenarios: the Youth iOS-only issue now handled by the service change plus iOS fallback, and the separate cross-platform `HybridBrokerageAccountOpening` / `JointIdentityCheck` service-side issue.
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- Update that AO working-group message so it now reflects the final framing: the original Youth issue is fixed on the iOS side, and the separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` issue is the remaining service-side follow-up.
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- Close the story with comments explaining that the immediate Youth issue was resolved on the service side and that the XFlowSDK fallback fix will be available in the next release.
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- Keep the separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` scenario out of the client-fix scope unless later evidence proves it is part of the same issue.
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- Consider a separate follow-up ticket for the cross-platform service-side issue if that path still stands after consumer confirmation.
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@@ -14,6 +14,8 @@ Reusable workspace logic and project-independent operating rules.
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## Core Model
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- [New Member Onboarding](../onboarding.md)
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- [Obsidian Usage Guide](../obsidian-usage.md)
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- [Core Overview](../../core/README.md)
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- [Operational Memory](../../core/memory/operational-memory.md)
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- [Communication Integration Model](../../core/integrations/communication-model.md)
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@@ -14,6 +14,8 @@ Stakeholder, manager, and collaborator context.
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## Indexes
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- [New Member Onboarding](../onboarding.md)
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- [Glossary](../glossary.md)
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- [People Index](../../ai/context/people/index.md)
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- [Manager Mapping](../../ai/context/people/manager.md)
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@@ -14,6 +14,7 @@ Commands, prompts, skills, workflows, and automation surfaces that make the work
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## OpenCode Agents
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- [AI Workspace Core Map](ai-workspace-core.md)
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- [Fidelity Agent](../../.opencode/agents/fidelity.md)
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- [Workspace Agent](../../.opencode/agents/workspace.md)
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@@ -14,6 +14,7 @@ Canonical memory for active and recently relevant work units.
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## Indexes
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- [Current Work Map](current-work.md)
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- [Work Item Index](../../ai/work-items/index.md)
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- [Work Item State](../../ai/state/work-items.md)
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- [Current Work](../../ai/state/current.md)
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@@ -75,6 +75,35 @@ If a node is isolated, it may still be valid. It may be:
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---
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## Global Graph Defaults
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The global graph is configured for onboarding and project navigation, not full filesystem inspection.
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It intentionally hides generic technical filenames such as:
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- `index`
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- `README`
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- `AGENTS`
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- `SKILL`
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Those files still exist and remain valid workspace files. They are hidden from the graph because Obsidian displays only the basename, which creates many indistinguishable nodes.
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Use the file explorer or search when you need a specific technical file. Use the graph when you want to understand relationships between project concepts.
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---
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## When To Show Technical Files
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Temporarily remove these filters from the graph search when debugging workspace internals:
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```text
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-file:index -file:README -file:AGENTS -file:SKILL
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```
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For normal onboarding, keep them hidden and navigate through the named maps.
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---
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## Editing Rules
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- Edit canonical memory files when the fact is clear.
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