fix(allocator): exclude vision/roadmap/umbrella coordination containers (#854)

#844 only caught epic-shaped child-only records. Live allocation still
selected product vision (#652), phased roadmap (#653), and umbrella (#655)
as implement targets. Extend pre-rank semantic classification with body
markers and container labels for those coordination records, keep title-
only and incidental mentions eligible, and add a live-equivalent canary.

Closes #854
This commit is contained in:
2026-07-24 17:17:05 -04:00
parent 870843f999
commit 0a78da39e5
2 changed files with 459 additions and 17 deletions
+81 -17
View File
@@ -133,10 +133,15 @@ ROLE_ACTIONS: dict[str, tuple[tuple[str, ...], tuple[str, ...]]] = {
# Body phrases that prove an issue is an implementation container, not a
# unit of direct author work (#844). Matched case-insensitively against the
# issue body. Title alone is never sufficient (ordinary issues may mention
# "epic" incidentally).
# unit of direct author work (#844 / #854). Matched case-insensitively against
# the issue body. Title alone is never sufficient (ordinary issues may mention
# "epic", "roadmap", "vision", or "umbrella" incidentally).
#
# #854 extends the #844 marker set so product-vision (#652), phased-roadmap
# (#653), and umbrella (#655) coordination records — which do not use the word
# "epic" — are classified with the same semantic exclusion as epic containers.
_CHILD_ONLY_BODY_MARKERS: tuple[str, ...] = (
# Epic / child-only (#844, live #631)
"implementation is delivered via child issues only",
"implementation is delivered through child issues only",
"implementation is delivered via child issues",
@@ -150,9 +155,26 @@ _CHILD_ONLY_BODY_MARKERS: tuple[str, ...] = (
"coordination container",
"child-only container",
"implementation is delegated to child",
# Vision / roadmap / umbrella coordination (#854, live #652/#653/#655).
# Prefer authoritative non-implementation / child-only scope language over
# bare words like "roadmap" so ordinary implementable issues that mention
# a parent vision or roadmap stay eligible.
"do not implement features on this issue",
"implementing features on this roadmap issue",
"implementation is via linked children only",
"no product feature claimed complete on this issue alone",
"phased delivery roadmap and epic sequencing",
"this issue is the enduring source of truth",
"enduring source of truth for the",
"canonical product vision — enduring source of truth",
"canonical product vision - enduring source of truth",
"state: vision-active",
"state: roadmap-active",
)
# Explicit epic / umbrella labels (structured evidence preferred over title).
# Explicit epic / umbrella / vision / roadmap labels (structured evidence
# preferred over title). Tracker alone is *not* included — ordinary issues
# may carry a tracker label without being non-implementable containers.
_EPIC_LABELS: frozenset[str] = frozenset(
{
"type:epic",
@@ -161,6 +183,16 @@ _EPIC_LABELS: frozenset[str] = frozenset(
"scope:epic",
"type:umbrella",
"umbrella",
"kind:umbrella",
"scope:umbrella",
"type:vision",
"vision",
"kind:vision",
"scope:vision",
"type:roadmap",
"roadmap",
"kind:roadmap",
"scope:roadmap",
}
)
@@ -222,16 +254,45 @@ class WorkCandidate:
}
def _title_container_prefix(title_l: str) -> str | None:
"""Return a coordination-title prefix token if *title_l* uses one (#854).
Title prefixes alone never exclude; they only corroborate body/label
evidence. Ordinary issues may say "roadmap" or "vision" mid-title.
"""
for prefix, token in (
("epic:", "title_epic_prefix"),
("epic ", "title_epic_prefix"),
("umbrella:", "title_umbrella_prefix"),
("umbrella ", "title_umbrella_prefix"),
("roadmap:", "title_roadmap_prefix"),
("roadmap ", "title_roadmap_prefix"),
("product vision:", "title_vision_prefix"),
("product vision ", "title_vision_prefix"),
("vision:", "title_vision_prefix"),
("vision ", "title_vision_prefix"),
):
if title_l.startswith(prefix):
return token
return None
def classify_epic_or_child_only_container(
c: WorkCandidate,
) -> tuple[bool, str | None]:
"""Return whether *c* is an epic / child-only implementation container (#844).
"""Return whether *c* is a non-implementable coordination container (#844/#854).
Exclusion uses structured evidence first (labels, body scope language).
A bare title containing the word "epic" is **not** enough — ordinary
implementable issues may mention epics incidentally. A title that is
explicitly prefixed ``Epic:`` only counts when the body also proves
child-only / no-direct-implementation scope (or an epic label is present).
A bare title containing the words "epic", "roadmap", "vision", or
"umbrella" is **not** enough — ordinary implementable issues may mention
those terms incidentally. Explicit title prefixes (``Epic:``, ``Roadmap:``,
``Product vision:``, ``Umbrella:``) only count when the body also proves
child-only / no-direct-implementation scope (or a container label is
present).
Covers epic, product-vision, phased-roadmap, umbrella, and child-only
records so the allocator never assigns coordination containers as direct
author work.
PRs are never classified as containers here (they already have a head).
"""
@@ -245,25 +306,28 @@ def classify_epic_or_child_only_container(
title_l = title.lower()
body_hits = [m for m in _CHILD_ONLY_BODY_MARKERS if m in body_l]
title_epic_prefix = title_l.startswith("epic:") or title_l.startswith("epic ")
title_prefix = _title_container_prefix(title_l)
if epic_label:
detail = f"label={epic_label[0]}"
if body_hits:
detail = f"{detail}; body_marker={body_hits[0]!r}"
if title_prefix:
detail = f"{title_prefix}; {detail}"
return True, detail
if body_hits:
# Body proves child-only / umbrella scope. Title "Epic:" is corroborating
# but not required — containers without the word still exclude.
# Body proves child-only / vision / roadmap / umbrella scope. Title
# prefixes are corroborating but not required — containers without the
# title word still exclude.
detail = f"body_marker={body_hits[0]!r}"
if title_epic_prefix:
detail = f"title_epic_prefix; {detail}"
if title_prefix:
detail = f"{title_prefix}; {detail}"
return True, detail
# Title-only "Epic:" without body scope evidence is insufficient (#844 AC:
# eligibility does not rely solely on the word "Epic" in a title).
# Similarly, incidental "epic" mid-title without markers stays eligible.
# Title-only coordination prefix without body scope evidence is
# insufficient (#844/#854 AC: eligibility does not rely solely on a title
# word). Incidental mid-title mentions without markers stay eligible.
return False, None