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feat: Update daily logs and work item documentation for PDIAP-15765 and add new daily entry for 2026-04-17

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David Delagneau
2026-04-17 07:37:33 -06:00
parent 374991a568
commit a1cec956ab
5 changed files with 39 additions and 16 deletions
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6
vault/01-current/current-work.md
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@@ -2,7 +2,7 @@
type: current
project: fidelity
status: active
updated: 2026-04-16
updated: 2026-04-17
tags:
- current-work
- fidelity
@@ -18,7 +18,7 @@ tags:
- Follow up on active tickets through `vault/02-work-items/`, especially `PDIAP-14859`, `PDIAP-15765`, `PDIAP-15836`, and `PDIAP-15838`
- Wrap up `PDIAP-14859` by publishing the approved rollout document, linking the spike-result documents and follow-up story, then closing the spike
- After the immediate `PDIAP-14859` closeout and `PDIAP-15765` resume work, return to `PDIAP-15838`; `PDIAP-15836` comes later
- Resume `PDIAP-15765` for the authenticated iOS-only `HybridYouthAccountOpening` / `TeenIdentityCheck` handling gap so iOS aligns with Android behavior
- Finish `PDIAP-15765` propagation after the XFlow `2.8.48` release by getting the remaining XFlowViewMaker code-owner approval, then run the pipeline and update Fid4 before returning to `PDIAP-15838`
- Keep the separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` scenario out of `PDIAP-15765` scope unless later evidence proves it belongs there
- Include feature-flag planning for the broader UIKit-removal spike, including dismissal sequencing changes that affect consumers
- Thoroughly verify current `ApexBridgingAddressComponent` / rule-loading usage before describing it as inactive or dead code
@@ -35,7 +35,7 @@ tags:
- 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
- The Youth / `TeenIdentityCheck` issue was iOS-only; do not describe it as reproducing on both platforms
- 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
- `PDIAP-15765` should stay out of Done until the PR is merged; Santosh approved it, but code-owner approval is still required before merge
- The `PDIAP-15765` compatibility fix is now merged and released in XFlow `2.8.48`; the remaining near-term work is getting the last XFlowViewMaker approval, then running the pipeline and updating Fid4
- 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
- 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

4
vault/01-current/work-items.md
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@@ -2,7 +2,7 @@
type: current-work-items
project: fidelity
status: active
updated: 2026-04-16
updated: 2026-04-17
tags:
- current-work
- work-item
@@ -32,4 +32,4 @@ Update the per-ticket files first when scope, status, sequencing, or communicati
- `PDIAP-15765` - AO DOB field error not showing investigation
Detail: `vault/02-work-items/pdiap-15765.md`
Current note: a small XFlowSDK PR is open for the iOS `birthDate` fallback, the immediate `HybridYouthAccountOpening` / `TeenIdentityCheck` issue appears fixed on the service side, and the separate cross-platform `HybridBrokerageAccountOpening` / `JointIdentityCheck` case remains out of scope for this fix.
Current note: the small XFlowSDK iOS `birthDate` fallback was merged and released in XFlow `2.8.48`; the XFlowViewMaker follow-up PR is open and partially approved but still needs one code-owner approval before merge, then the pipeline and Fid4 update still need to happen.

19
vault/02-work-items/pdiap-15765.md
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@@ -8,7 +8,7 @@ systems: [xflowsdk, fid4, cogstore]
workstreams: [ao-discourse, xflow-debugging]
people: [jeff-dewitte, gurram-santosh, raj-sundararaj]
related: []
updated: 2026-04-16
updated: 2026-04-17
tags:
- work-item
- fidelity
@@ -19,10 +19,10 @@ tags:
## Status
- Active again
- Move back to In Progress on the next workday
- Small XFlowSDK compatibility PR opened for the iOS-side fix
- PR has Santosh approval, but still needs code-owner approval before merge and story completion
- Active closeout
- Small XFlowSDK compatibility fix merged and released in XFlow `2.8.48`
- XFlowViewMaker was updated to the new XFlow version and a follow-up PR was opened
- The XFlowViewMaker PR already has some approvals, but one code-owner approval is still required before merge
---
@@ -48,6 +48,7 @@ tags:
- A minimal XFlowSDK fix was still prepared on April 15 so the iOS `.apxDateSelect` path also falls back to `birthDate` for a future release.
- 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.
- 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.
- Later on April 16, the PR received final approval, was merged, and the XFlow release was cut as version `2.8.48`.
---
@@ -69,10 +70,8 @@ tags:
## Next Step
- Get the small XFlowSDK compatibility PR reviewed and released.
- 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.
- 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.
- 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.
- 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.
- Get the remaining code-owner approval on the XFlowViewMaker follow-up PR.
- Run the remaining pipeline/release steps after the PR merges.
- Update Fid4 so the released XFlow `2.8.48` change propagates through the consumer path.
- Keep the separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` scenario out of the client-fix scope unless later evidence proves it is part of the same issue.
- Consider a separate follow-up ticket for the cross-platform service-side issue if that path still stands after consumer confirmation.

5
vault/06-daily/2026-04-16.md
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@@ -4,7 +4,7 @@ project: fidelity
date: 2026-04-16
focus: [ao-discourse, xflow-debugging]
work-items: [pdiap-15765]
blockers: [code-owner-approval-required]
blockers: []
updated: 2026-04-16
tags:
- daily
@@ -41,3 +41,6 @@ tags:
- Jeff asked Rashmi to revert the Youth-flow service change so the iOS-side PR can remain the single fix path for that issue.
- 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.
- 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.
- The `PDIAP-15765` PR later received final approval, was merged, and the release pipeline produced XFlow `2.8.48`.
- After the XFlow release, David updated XFlowViewMaker to `2.8.48`, opened the follow-up PR, and sent it for review so the fix can propagate through the consumer path.
- David also sent the final AO working-group update with links to the Jira story, Discourse ticket, and PR.

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vault/06-daily/2026-04-17.md Normal file
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@@ -0,0 +1,21 @@
---
type: daily
project: fidelity
date: 2026-04-17
focus: [ao-discourse, consumer-integration, rest-migration]
work-items: [pdiap-15765, pdiap-15838]
blockers: [xflowviewmaker-code-owner-approval]
updated: 2026-04-17
tags:
- daily
- fidelity
---
# 2026-04-17
## Standup Draft Clarification
- David clarified that the XFlowViewMaker follow-up work for `PDIAP-15765` is further along than the earlier summary implied.
- The XFlowViewMaker PR is already open and has some approvals.
- One code-owner approval is still required before the PR can merge.
- After that approval, the remaining work is to run the pipeline and update Fid4 so the XFlow `2.8.48` change propagates through the consumer path.
- `PDIAP-15838` remains the next story after the `PDIAP-15765` propagation steps are in a good place.