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