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chore: transition work items to in-review, update validation logs, and document AI workspace improvements

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David Delagneau
2026-05-22 07:48:01 -06:00
parent cc716f8f7e
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workspaces/fidelity/project-knowledge/06-daily/2026-05-21.md
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- Screenshot evidence from the XFlow entry-point validation checklist indicates `HybridBloomAccountOpening` has both UIKit-host and SwiftUI-host validation marked complete, with full dismissal/cleanup confirmed for both host modes.
- `HybridBrokerageAccountOpening` and `HybridYouthAccountOpening` are also marked as validated for SwiftUI host, UIKit host, and full lifecycle/dismissal coverage in the checklist.
- The `accountLink` P2P transfer flow is marked validated for SwiftUI host and dismissal on SwiftUI host, but UIKit-host validation is still pending; the checklist notes Fid4 surface attribution is unclear and may go through `XFlowCommonLaunchView` or direct FTTransfer builder.
- `ADDeepLinkLaunchView` remains untested in the checklist for native-on, native-off, and dismissal paths.
- The `accountLink` P2P transfer flow uses `fidelity://p2ptransfer?id=testAlias` (via `FTP2PDeepLinks.swift`). Note: authenticate-then-custom (user must be logged in).
- Common-launch routes use `XFlowCommonLaunchView`:
- `cd` (Certificate of Deposit): `fidelity://XFlowHost?flowId=cd` (defaults to cd without `flowId`) or `https://www.fidelity.com/u/account/feature/cd`.
- `psta` (Penny Stock Agreement): `fidelity://XFlowHost?flowId=pst` or `fidelity://PstFeature`.
- `AODeepLinkLaunchView` remains untested in the checklist for native-on, native-off, and dismissal paths.
## Validation To Run
- Complete UIKit-host validation for `accountLink` / P2P transfer flow.
- Validate `ADDeepLinkLaunchView` for both native toggle branches and dismissal behavior.
- Complete UIKit-host validation for `accountLink` / P2P transfer flow using `fidelity://p2ptransfer?id=testAlias`.
- Validate common-launch routes:
- `cd`: `fidelity://XFlowHost?flowId=cd&workitem=smoke_cd_01`
- `psta`: `fidelity://XFlowHost?flowId=pst&workitem=smoke_pst_01`
- Validate `AODeepLinkLaunchView` for both native toggle branches and dismissal behavior.
- Keep using the checklist as a general entry-point guide rather than a session-by-session log.