Add project-knowledge structure and templates

- Introduced new maps for navigating project knowledge, including "Current Work," "Fidelity Domain," "Fidelity Apps," "Work Items," and "People."
- Created base files for daily notes, decisions, people, systems, work items, and workstreams with defined properties and views.
- Developed templates for daily notes, decisions, meeting notes, persons, systems, work items, and workstreams to standardize documentation.
- Updated scripts and prompts to reflect the new project-knowledge directory structure.
- Removed outdated onboarding and start-here documents, consolidating relevant information into the new maps.
- Ensured all references in workflows and scripts point to the new project-knowledge paths.
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---
type: daily
project: fidelity
date: 2026-04-16
focus: [ao-discourse, xflow-debugging]
work-items: [pdiap-15765]
blockers: []
updated: 2026-04-16
tags:
- daily
- fidelity
---
# 2026-04-16
## Mattermost
- Jeff clarified that `PDIAP-15765` should not move to Done until the PR is merged.
- Santosh approved the PR, but one code-owner approval is still required before merge.
- Jeff asked for one more AO working-group Teams reply that:
- summarizes that the original iOS issue was reproduced and addressed with the iOS-side change
- points the group to the Jira comment, Discourse comment, and PR
- explains that the initially found `HybridBrokerageAccountOpening` / `JointIdentityCheck` problem is separate
- notes which service-side changes were already made and which still appear to be needed
- David clarified that the confirmed service-side change was limited to the Youth-flow `TeenIdentityCheck` path. For external communication, avoid overstating the scope or calling out Rashmi by name unless that attribution is specifically needed.
- David clarified that the iOS change should be described as a compatibility improvement to reduce similar future issues with the older `birthDate` format. It should not be described in a way that implies it also applies to the separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` issue.
- Jeff said the AO working-group draft was still confusing and wanted to edit it himself to make it very clear and avoid follow-up questions.
- David clarified that the `HybridYouthAccountOpening` / `TeenIdentityCheck` issue was iOS-only; it should not be described as affecting both iOS and Android.
- David clarified that the service-side change and the iOS-side fallback address the same Youth / `TeenIdentityCheck` issue, not two separate Youth issues. The service change was the immediate resolution, while the iOS PR is a compatibility safeguard if that older `birthDate` format appears again.
- David has personally seen `birthDate` used on two pages so far, but broader reuse in other flows is still unconfirmed and should be described carefully.
- For Jeff's framing question, the current understanding is two affected flow scenarios, not three: the iOS-only Youth / `TeenIdentityCheck` issue, and the separate cross-platform `HybridBrokerageAccountOpening` / `JointIdentityCheck` service-side issue.
- Jeff confirmed on April 15 that the minimal iOS `birthDate` fallback is the right change for the Youth / `TeenIdentityCheck` case and approved opening the PR under the same story.
- Jeff clarified the historical reason for the fallback behavior: older AO services often still use older payload conventions, while the SwiftUI refactor was validated more heavily against newer Slate-based services using `validations`.
- Jeff said the easiest fix is usually this kind of iOS-side fallback when the consumer is AO, the issue is iOS-only, and the service payload shape differs from what the SDK expects.
- Jeff approved the Jira and Discourse comments with one wording change: say `I checked the original iOS issue again` instead of `I re-checked`.
- Jeff approved sending a final AO working-group summary, but wanted it to be much clearer about what was fixed on iOS, what Rashmi changed on the service side, and what separate service-side issue still remains in `HybridBrokerageAccountOpening` / `JointIdentityCheck`.
- David later checked Cogstore and confirmed that the relevant flow-definition change tied to Rashmi's service update is already in QA as version `0.0.142`, while Production is still on `0.0.133`, so that flow change is not live in production yet.
- 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.
- 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.
- 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.
- 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.
- 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.