david.delagneau
374991a568
- Deleted obsolete files: obsidian-vault.md, onboarding.md, workspace-model.md - Updated opencode.json to remove references to deleted files. - Revised profile.md to clarify the status of legacy paths and communication evidence. - Adjusted prompts to reflect new file paths and improve clarity. - Enhanced daily logs with focus, work-items, and blockers properties. - Updated work-item notes to include systems, workstreams, people, and related properties. - Improved context maintenance guidelines to ensure accurate and durable project knowledge. - Refined base filters to exclude template files and ensure only relevant notes are displayed. - Updated daily templates to ensure proper formatting and consistency. - Modified workflows to align with the new vault structure and improve context synchronization.
44 lines
5.2 KiB
Markdown
44 lines
5.2 KiB
Markdown
---
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type: daily
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project: fidelity
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date: 2026-04-16
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focus: [ao-discourse, xflow-debugging]
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work-items: [pdiap-15765]
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blockers: [code-owner-approval-required]
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updated: 2026-04-16
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tags:
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- daily
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- fidelity
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---
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# 2026-04-16
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## Mattermost
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- Jeff clarified that `PDIAP-15765` should not move to Done until the PR is merged.
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- Santosh approved the PR, but one code-owner approval is still required before merge.
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- Jeff asked for one more AO working-group Teams reply that:
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- summarizes that the original iOS issue was reproduced and addressed with the iOS-side change
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- points the group to the Jira comment, Discourse comment, and PR
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- explains that the initially found `HybridBrokerageAccountOpening` / `JointIdentityCheck` problem is separate
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- notes which service-side changes were already made and which still appear to be needed
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- 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.
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- 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.
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- 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.
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- David clarified that the `HybridYouthAccountOpening` / `TeenIdentityCheck` issue was iOS-only; it should not be described as affecting both iOS and Android.
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- 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.
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- 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.
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- 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.
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- 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.
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- 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`.
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- 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.
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- Jeff approved the Jira and Discourse comments with one wording change: say `I checked the original iOS issue again` instead of `I re-checked`.
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- 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`.
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- 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.
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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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