- 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 - Removed outdated onboarding and start-here documents, consolidating relevant information into the new maps.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.
92 lines
8.3 KiB
Markdown
92 lines
8.3 KiB
Markdown
---
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type: current
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project: fidelity
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status: active
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updated: 2026-04-17
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tags:
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- current-work
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- fidelity
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---
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# Current Work
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## Focus
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- Keep Fidelity context current from daily work performed on another machine
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- Track REST migration findings
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- Debug Discourse and AO issues
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- Prepare better updates for the current manager or stakeholder through Mattermost
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- Follow up on active tickets through `project-knowledge/02-work-items/`, especially `PDIAP-14859`, `PDIAP-15765`, `PDIAP-15836`, and `PDIAP-15838`
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- Wrap up `PDIAP-14859` by publishing the approved rollout document, linking the spike-result documents and follow-up story, then closing the spike
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- After the immediate `PDIAP-14859` closeout and `PDIAP-15765` resume work, return to `PDIAP-15838`; `PDIAP-15836` comes later
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- Finish `PDIAP-15765` propagation after the XFlow `2.8.48` release by carrying the already-published XFlowViewMaker update through the Fid4 PR and downstream consumer path
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- Keep the separate `HybridBrokerageAccountOpening` / `JointIdentityCheck` scenario out of `PDIAP-15765` scope unless later evidence proves it belongs there
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- Include feature-flag planning for the broader UIKit-removal spike, including dismissal sequencing changes that affect consumers
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- Thoroughly verify current `ApexBridgingAddressComponent` / rule-loading usage before describing it as inactive or dead code
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- Reconcile the old UIKit address-rule path with the current SwiftUI handling path through the adapter/view-model layer before reporting final ownership or replacement guidance
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- The ApexKitV3 risk write-up for Quy has been published and sent; use that research as the current high-level framing for dependency-removal risk
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- Investigate the current XFlow dependency surface on `ApexKitV3`, including the `23` build errors on removal and the remaining `13` errors when swapping to `ApexKitSwiftUI`
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- The process-oriented rollout document for the UIKit-removal spike is approved and ready to publish for spike closure
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- The rollout document should frame the work as a more deliberate migration phase toward the SwiftUI-only path, not as a correction to a prior failed attempt
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- The rollout document uses a global feature-flag rollout model with broad XQ1 validation before production enablement
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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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- The `PDIAP-15765` compatibility fix is now merged and released in XFlow `2.8.48`; the XFlowViewMaker follow-up has also been approved, published, and unblocked in Fid4 through a podspec-repo change, and the current downstream step is the open Fid4 PR/update path
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- A new urgent consumer report says REST calls fail on iOS when the toggle is enabled, but current local validation says REST works on both `main` and `release/4.30`; treat version/flag mismatch as the leading explanation until broader evidence says otherwise
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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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## Active Concerns
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- Authenticated vs non-authenticated behavior
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- Reproducibility across entry points
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- Backend-driven inconsistencies in XFlow
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- Distinguishing external issues from true regressions
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- Preserving accurate context when summarizing work from another machine
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- Validating dismissal sequencing changes across SwiftUI flows
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- Keeping REST deprecation scope explicit while GraphQL fallback still exists
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- Current LaunchDarkly access does not include Flagship LD projects; only the sample app LD project is available from David's side
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- Defining a consumer rollout plan for UIKit-removal sequencing changes, including validation, communication, and feature-flag retirement
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- Closing `PDIAP-14859` cleanly with the right links, blocker relationship, and feature-flag wording
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- Avoiding assumptions when comparing iOS and Android validation behavior; scenario-specific parity needs to be confirmed before reporting scope
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- Avoiding assumptions about legacy Apex/ApexKit paths; breakpoint evidence and helper usage both need to be reconciled before reporting ownership or replacement guidance
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- When ownership is still uncertain under production pressure, prefer rollback-plus-investigation framing over confident blame assignment to consumers
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- Swift 6 migration risk is now time-sensitive because external dependency removal could break XFlow before the planned `26Q3` work
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- The write-up for Quy should remain the reference framing for moderate effort, medium risk, and required consumer validation while deeper implementation details are still being researched
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---
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## Communication Priorities
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- Standups should reflect the latest technical state, not generic progress
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- Standups should prefer updates directly tied to active work items over one-off memory refreshes or side questions
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- Standups should include story titles whenever a reported update maps to a Jira item
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- Standups should use bullet points for each item, but avoid dash-separated title formatting inside the sentence body
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- When one Jira item has multiple concrete updates, prefer one top-level Jira bullet with indented sub-bullets rather than repeating the same Jira line multiple times
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- When pairing a Jira ID with a title in standups, prefer a simple hyphen after the ID or omit punctuation instead of using commas
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- For Friday standups that may also be sent to Teams, prefer plain language over internal implementation terms; avoid words like `fallback` unless the meaning is obvious to the audience
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- When a release item is waiting on approvals or pipeline work, make the parallel story work explicit instead of making the update sound blocked on waiting alone
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- Standups should omit side questions or manager-only context refreshes unless they materially changed story work
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- If a root cause document or other documentation update directly supports a story, it should be reported under that story instead of as a separate standalone item
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- Standups should omit items not tied to a story unless they are real blockers
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- If a new request is important work but not directly tied to a Jira item, include it as a standalone bullet instead of forcing it under a story
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- Manager updates should be short, precise, and natural in English
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- Mattermost messages should make scope and next action explicit
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- When root cause is not fully isolated, do not position framework conclusions as authoritative consumer-side fault
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- Standups should be written as David's external progress report and should not mention Jeff by name
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- Standups should never mention Mattermost because it is internal-only communication
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---
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## Notes
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- REST remains behind a feature flag
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- Validate against main before calling something a regression
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- This workspace is the context source for communication, not the source of product code changes
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