Lisa Validate Tracker Mapping

Validate Tracker Mapping: $ARGUMENTS

/lisa:validate-tracker-mapping answers one question: do the status/label names this project's .lisa.config.json maps each lifecycle role to still exist — with the exact name — in the live tracker and PRD source?

Lisa's lifecycle is driven by configured role → name mappings (ready → "Ready", done.staging → "On Stg", a GitHub ready build label → "status:ready", a Notion ticketed value → "Ticketed", …). When someone renames or deletes a status in JIRA, a label in GitHub/Linear, or a select option in Notion, the config silently points at a name that no longer resolves. The symptom is downstream: a build finishes but the completion transition can't be found, so the item stalls — exactly the kind of half-broken state /lisa:repair-intake then has to clean up. This skill catches that drift at the source: the config-to-live mapping itself.

It is the audit/repair counterpart to /lisa:setup:jira (and the other setup:* skills): where setup:* establishes the mapping interactively, this skill re-validates an existing mapping against the live workflow and, on request, repairs the config to match.

Confirmation policy

• Default mode is read-only. Detect drift and report. Never mutate config or the tracker.
• repair=true enables writes — to the config only, never to the tracker. Within repair mode:
  • Case drift (the live workflow has the same name with different casing — the configured name resolves case-insensitively but the canonical case differs) is repaired automatically: rewrite the config value to the live canonical name. This is non-destructive and unambiguous.
  • Missing name (no case-insensitive match exists in the live set — renamed beyond recognition or deleted) is never auto-repaired. Compute the closest live candidates and confirm via AskUserQuestion before writing. Default to leaving the value unchanged.
• This skill never renames or deletes anything in the tracker/source. Repair fixes the Lisa config to match reality; correcting the tracker itself is a human/admin decision made elsewhere.

Arguments

• (none) — audit the current repo (./.lisa.config.json).
• projects=<glob-or-path> — batch sweep. Expands to every directory under the glob that contains a .lisa.config.json. Example: projects=~/workspace/acme/projects/*.
• workspaces=<file> — batch sweep driven by a Lisa workspaces file (the { "<project-path>": "<branch>" } map used by /lisa:update-projects). Each key is a project path to audit. Combine with filter=<substring> to restrict to matching paths (e.g. filter=acme).
• repair=true — enable config repair (see confirmation policy). Default false.
• lane=build|prd|both — which mapping family to check. Default both. build = the destination tracker workflow; prd = the PRD source status/label mapping.

Batch mode runs the identical per-project audit on each resolved project and prints one section per project plus a roll-up summary.

Step 1 — Resolve scope

# Single-repo (default): the audit target is the current directory.
# Batch: expand projects=<glob> to dirs containing .lisa.config.json,
# or read workspaces=<file> keys (optionally filtered).

For workspaces=<file>, parse with jq (never grep/sed JSON):

jq -r 'keys[]' "$WORKSPACES_FILE" \
  | sed "s#^~#$HOME#" \
  | while read -r proj; do
      [ -n "$FILTER" ] && case "$proj" in *"$FILTER"*) : ;; *) continue ;; esac
      [ -f "$proj/.lisa.config.json" ] && echo "$proj"
    done

Skip (and note) any path with no .lisa.config.json.

Step 2 — Load the project's mappings

For each project, resolve the effective config from .lisa.config.local.json first, then .lisa.config.json:

read_config() {
  local path="$1" local_v global_v
  local_v=$(jq -r "$path // empty" .lisa.config.local.json 2>/dev/null)
  global_v=$(jq -r "$path // empty" .lisa.config.json 2>/dev/null)
  printf '%s\n' "${local_v:-$global_v}"
}
tracker=$(read_config '.tracker')
source=$(read_config '.source')

Resolve the effective role → name mapping using the same defaults /lisa:intake and /lisa:setup:jira use (config-resolution contract). The tracker field is required; only vendor-specific role-name keys present in config override the defaults, and absent vendor-specific role-name keys fall back to the documented defaults. Build the list of (role, configured-name) pairs to validate:

• Missing / empty tracker: report UNRESOLVABLE with setup guidance (/lisa:setup:jira, /lisa:setup:github, or /lisa:setup:linear). Do not default to JIRA.

• JIRA build workflow (jira.workflow): ready, claimed, optional review, blocked, and each done.<env> (dev / staging / production). Defaults: Ready, In Progress, Code Review, Blocked, {dev: "On Dev", staging: "On Stg", production: "Done"}.

• GitHub build/prd labels (github.labels.build, github.labels.prd): each configured label string.

• Linear build workflow (linear.workflow): ready, claimed, blocked, and each done.<env> are required; review is optional — native workflow states, the Linear analogue of jira.workflow, not of github.labels. Defaults: Ready, In Progress, Blocked, {dev: "On Dev", staging: "On Stg", production: "Done"}. review has no default: an absent review is a valid configuration meaning the project skips that transition, not drift to report.

  Report a missing required binding as invalid rather than auditing the default in its place. The defaults above are what /lisa:setup:linear and lisa sync write INTO a config; they are not a resolution tier, and the write path has none — lisa-linear-access refuses a state write whose role resolves to nothing. Validating an unbound ready/claimed/blocked/done against Ready/In Progress/Blocked/Done would pass a config whose every lifecycle write later refuses, which is the shape of a green check on a broken project.

• Linear labels (linear.labels): the prd.* map plus the one surviving build-lane key, the human_needed marker (linear.labels.build.human_needed). A config that predates the state model may still carry ready / claimed / blocked / done under linear.labels.build; those are inert — nothing reads them. Do not audit them against the live label set, and do not report them as drift. Report them once as a migration note pointing at /lisa:setup:linear, which removes them.

• Notion PRD values (notion.values): each configured select-option value, validated against the notion.statusProperty property's options.

• Confluence PRD parents (confluence.parents): each configured parent page id, validated by existence.

Step 3 — Enumerate the authoritative live name set

Resolve the live, canonical names per vendor through the same access layer the rest of Lisa uses — never a second source of truth.

JIRA (via /lisa:atlassian-access)

First confirm the active substrate is authenticated to this project's atlassian.cloudId / atlassian.site. /lisa:atlassian-access already enforces account identity: a substrate authed as a different Atlassian account is skipped, not used. If no substrate matches the configured account, mark the project UNRESOLVABLE (auth mismatch) and move on — do not validate against the wrong instance, and do not trust a case-insensitive JQL pass as proof.

Enumerate the project's full workflow status set, preferring the most authoritative substrate:

1. curl (authoritative — all statuses, including empty ones):

   # GET /rest/api/3/project/<KEY>/statuses → union of canonical status names across issue types
   # via lisa-atlassian-access curl substrate
   # jq: '[.[].statuses[].name] | unique'
   

2. MCP fallback (when curl creds aren't available): union of to.name from getTransitionsForJiraIssue (with includeUnavailableTransitions=true) on a sample ticket, plus changelog-observed names (fromString/toString). This can miss a status that is empty and unreachable from the sample, so when only this substrate is available, report the enumeration method in the output so the operator knows the set may be partial.

Note: JQL status = "<name>" matching is case-insensitive, so a JQL probe that "passes" does not prove the configured casing matches. Always compare against the canonical status.name strings from the enumeration above, case-sensitively.

GitHub (via gh)

gh label list --repo "$REPO" --limit 200 --json name -q '.[].name'

Linear / Notion / Confluence

Enumerate via the corresponding access surface (lisa-linear-access workflow states + labels; Notion data-source select options for notion.statusProperty; Confluence page-exists check per parent id). Same compare-exact-case contract as JIRA.

For Linear, lisa-linear-access operation: list-workflow-states returns each state's name, type, position and isTeamDefault (the access layer sets it from the team's defaultIssueState). Keep isTeamDefault — Step 4 needs it, and it is the only authoritative answer to "which state does this team create Issues into". Do not approximate it with a name guess: Todo is merely the stock name, and a team that renamed its defaultIssueState is exactly the case a name guess misses.

Step 4 — Compare (exact case)

For each (role, configured-name) pair, classify against the live name set:

• VALID — an exact-case match exists in the live set.
• CASE_DRIFT — a case-insensitive match exists but no exact-case match (e.g. config "On Stg" vs live "ON STG"). Canonical = the live exact name.
• MISSING — no case-insensitive match exists. The name was renamed beyond recognition or deleted.

One role carries a further check that name-existence cannot express:

• INVERTED — Linear only, ready only: the configured state exists, but it is the team's default created state (isTeamDefault). This is worse than a name that does not resolve. The name resolves perfectly, so every existence check passes while the gate runs backwards: ready is supposed to mean "a human moved this Issue here", and the team's default means "nobody has touched this". Build-intake claims from that lane, so an INVERTED mapping dispatches work no human ever approved. Measured on the first team it hit: 20 Issues in the claimable lane, 12 never marked ready — including decision tickets shaped like leaves, which the leaf-only gate cannot catch either. Report it even when every other role is VALID.

A project's verdict:

• VALID — every role is VALID.
• DRIFTED — at least one CASE_DRIFT, MISSING, or INVERTED role, none of which is UNRESOLVABLE, or any Step 4b repo-scope finding. An INVERTED ready is never VALID, no matter how cleanly it resolves.
• UNRESOLVABLE — the live set couldn't be enumerated (auth mismatch, missing tracker config, access failure), or Step 4b could not derive a repo vocabulary. Distinguish this loudly from VALID — an unresolved audit is not a passing audit.

Step 4b — Scoping-label smells (GitHub, advisory)

Steps 2–4 audit lifecycle roles, and they can only ever audit lifecycle roles: every pair they compare comes from a (role, configured-name) mapping declared in .lisa.config.json. The scoping vocabulary — type:, priority:, points:, component: — is declared in no config key at all, so there is no configured name to compare a live name against. The audit was not failing to check those labels; it had nothing to check them with.

That blind spot matters because lisa-github-write-issue instructs the write path to gh label create any label it needs. That is correct for bootstrapping a fresh repo, and it makes the scoping vocabulary unbounded and self-expanding: every typo becomes a permanent new label, and two labels meaning one thing silently split every query that filters on them — including the --label "component:<component>" related-work query the same skill runs to find related issues. A component split across two spellings returns half its related issues to that query, and nothing anywhere reports it.

Lisa asserts no authority over a project's label vocabularies. component: is open by design — an open vocabulary has no wrong member, only inconsistent ones — so this step reports smells, not violations. type: and priority: are the exception: they are closed sets already enumerated by lisa-github-write-issue, so membership there is checked against the declared set because the lists exist already and cost nothing to assert.

Advisory only. This is not a gate and must not become one. A heuristic that guesses at synonyms will be wrong sometimes, and a wrong gate is worse than no gate. Scoping findings never change a project's verdict, never enter the repair path, and never change this skill's exit status. They report; a human decides.

Skip this step for non-GitHub trackers — the families are GitHub label conventions. Skip it silently, and never let a gh failure here downgrade a lifecycle verdict; the scoping section simply reports "not collected".

Collect the vocabulary and its usage

Rarity is the whole signal, so the declared label set alone is not enough — a label that exists is not a label anyone uses. Collect both, and union them so a declared-but-never-applied label lands with a usage of 0:

gh label list --repo "$REPO" --limit 500 --json name \
  | jq '[.[] | {name: .name, count: 0}]' > /tmp/lisa-labels-declared.json

gh issue list --repo "$REPO" --state all --limit 1000 --json labels \
  | jq '[.[].labels[].name]
        | group_by(.)
        | [.[] | {name: .[0], count: length}]' > /tmp/lisa-labels-used.json

jq -s '{labels: (.[0] + .[1])}' \
  /tmp/lisa-labels-declared.json /tmp/lisa-labels-used.json \
  > /tmp/lisa-scoping-input.json

The --limit 1000 cap is a sample, not a census. Say so in the report when the issue count reaches the cap, because rarity measured on a truncated sample can call an established value rare.

Classify

node "${CLAUDE_PLUGIN_ROOT}/scripts/scoping-label-audit.mjs" \
  < /tmp/lisa-scoping-input.json

It returns { findings, familiesWalked, advisory: true } and always exits 0. Three finding kinds, all severity: "advisory":

• outside-vocabulary — a type: or priority: value outside the closed set lisa-github-write-issue declares.
• probable-synonym — a component: value used at most once that sits within two edits of a well-established value. Both conditions are required. Rarity alone is not evidence of a synonym (a single-use component:billing with no near neighbour is not reported), and proximity alone reports healthy repositories forever — component:ci and component:cli are one edit apart and genuinely distinct.
• off-scale — a points: value off the Fibonacci scale. points: is open, so this is a consistency smell, not an invalid value.

Do not re-derive any of these thresholds in prose or in a second script. The module is the single definition; this step calls it.

Step 4c — Repo-scope vocabulary (all trackers, counts toward the verdict)

Steps 2–4 audit lifecycle roles, and they can only ever audit lifecycle roles: every pair they compare comes from a (role, configured-name) mapping declared in .lisa.config.json. The scoping vocabulary is declared in no config key at all, so there is nothing to compare a live name against.

repo: is the scoping family where that blind spot costs the most, because a wrong answer there is not a matter of taste: it decides which work items a repository's build queue can see. When the repo vocabulary splits, a scan filtering on the canonical spelling returns fewer items, not an error, and an empty result is indistinguishable from "nothing to do". Work sits unrouted and nobody is told. This step is what makes that impossible.

The open scoping families — type:, priority:, points:, component: — are a separate problem with a separate answer, tracked upstream on #3420. An open vocabulary has no wrong member, only inconsistent ones, so findings about it must stay advisory and must never become a gate. That constraint exists to stop a guess becoming a gate; it is not weakened here, because nothing in this step is a guess. Do not extend this step to those families.

assertRepoScope (lisa-work-item.mjs, #1957) accepts three spellings as valid repo scope, while every build-intake scanner filters on one:

The bare branch is deliberate and load-bearing — Sentry-provenance items arrive carrying only the bare repo name — so it is not to be tightened away. What this step reports is the disagreement between the two columns: an item that passes validation while being invisible to every scan looking for it. That is a checkable fact about a specific item, not a heuristic about a name, which is why these findings count toward the verdict.

Derive the vocabulary — never declare it in config

Do not add a config key for this, and do not accept one if you find it. A hand-written repo vocabulary is per-project curation of a list that is already derivable, and it becomes its own drift surface — the same objection that rejected declaring the open vocabularies. A key nothing reads would look like an assertion while asserting nothing. Derive it instead:

• Single-project mode: the current-repo identity ladder from config-resolution — .lisa.config.local.json repo → .lisa.config.json repo → .lisa.config.json github.repo → basename -s .git of the git remote.
• Batch mode (projects=<glob> / workspaces=<file>): the union of that ladder across every resolved project, which is exactly the set of repos this one tracker serves.

If the vocabulary resolves empty, the verdict is UNRESOLVABLE, never VALID. A check that reports "nothing wrong" having looked at nothing is the same failure this step exists to catch.

Collect and classify

Feed the derived vocabulary, the live work items with their labels (and Jira components), and the tracker's declared label set — the declared set is what catches a malformed marker carrying zero items:

node "${CLAUDE_PLUGIN_ROOT}/scripts/repo-scope-vocabulary-audit.mjs" \
  < /tmp/lisa-repo-scope-input.json

Input is { knownRepos: [...], items: [{ ref, labels, components }], labels: [...] }. It returns { verdict, findings, knownAliases, vocabulary } and always exits 0 — the verdict is the answer, and the exit status is not a second, quieter channel for it. Three finding kinds, all severity: "drift":

• unstamped-alias — work items carry an accepted alias (bare label or Jira component) for a known repo without the canonical repo:<name> beside it. They pass validation and no scan finds them. The finding names the alias and every item carrying it.
• malformed-marker — a label shaped like a repo marker with the wrong separator (repo-frontend, repo_backend). It scopes nothing at all: no scan filters on it and validation does not accept it either.
• undeclared-scope — a repo:<value> label naming a repo outside the derived vocabulary. Either the project set is incomplete or the label is a misspelling routing work nowhere.

An alias on an item that also carries the canonical marker is reported in knownAliases, not as drift — every scan still finds that item, so nothing is wrong. That distinction is the whole check: an alias cannot be judged from the label set alone, only per item.

Fold DRIFTED from this step into the project verdict exactly as a CASE_DRIFT or MISSING role does.

Step 5 — Report

Per project, print a terminal-first section:

<project-path>  [tracker=<vendor> project/repo=<id>]  VERDICT
  role            configured        live (canonical)    status
  ready           Ready             Ready               VALID
  claimed         In Progress       In Progress         VALID
  blocked         Blocked           Blocked             VALID
  done.dev        On Dev            On Dev              VALID
  done.staging    On Stg            ON STG              CASE_DRIFT  → fix: "ON STG"
  done.production Done              Done                VALID

An INVERTED ready gets a full line rather than a one-word status, because the operator reading it is not necessarily an engineer and the word alone does not convey the stakes:

  ready           Todo              Todo                INVERTED
      "Todo" is the state this Linear team puts every NEW issue into, so the
      build queue is currently claiming issues nobody marked ready. Pick or
      create a state a person moves an issue into (Lisa's default is "Ready")
      via /lisa:setup:linear, then set linear.workflow.ready to it.

Print the Step 4c findings with this mapping table, not as a separate advisory block — they are drift, and a reader must not mistake them for smells. Name the items, because "which tickets are invisible" is the operator's actual question:

  repo scope      derived vocabulary: backend, frontend, infrastructure
    backend            2 items scoped by the bare label only    UNSTAMPED_ALIAS
        SE-9, SE-10 pass repo-scope validation but carry no "repo:backend",
        so every build scan for backend skips them and reports no error.
        Stamping "repo:backend" on those items is a tracker change a human makes.
    repo-frontend      0 items                                  MALFORMED_MARKER
    repo:mobile        outside the derived vocabulary           UNDECLARED_SCOPE

A project whose repo vocabulary is in good order prints repo scope: VALID and nothing else.

Print the Step 4b findings, when there are any, as a clearly separate advisory block below the mapping table so nobody reads a smell as a mapping failure:

  scoping labels (advisory — no effect on the verdict above)
    component:plugin      used 1×, 1 edit from component:plugins (used 40×)  probable synonym
    type:Chore            outside the declared type vocabulary               review
    points:4              off the Fibonacci scale                            review

Write those lines for a non-technical operator: say what was seen and what a person might do about it, never "FAIL". A healthy repository prints scoping labels: none and nothing else.

End with a roll-up: counts of VALID / DRIFTED / UNRESOLVABLE projects and the exact next command (… repair=true when drift is auto-repairable; an admin note when a status is genuinely MISSING; /lisa:setup:linear when a ready is INVERTED; an admin note naming the items when a repo scope is UNSTAMPED_ALIAS). Scoping-label findings are reported alongside that roll-up as a separate count, never folded into DRIFTED.

Step 6 — Repair (only when repair=true)

For each drifted role, repair the config (preserve everything else; only write changed keys; always jq … > tmp && mv):

CASE_DRIFT — automatic

Rewrite the configured value to the live canonical name. Examples:

# scalar role (ready/claimed/blocked/review)
jq --arg v "$CANONICAL" '.jira.workflow.<role> = $v' \
  .lisa.config.json > .lisa.config.json.tmp && mv .lisa.config.json.tmp .lisa.config.json

# done.<env>
jq --arg v "$CANONICAL" '.jira.workflow.done.<env> = $v' \
  .lisa.config.json > .lisa.config.json.tmp && mv .lisa.config.json.tmp .lisa.config.json

# github/linear label
jq --arg v "$CANONICAL" '.github.labels.<lane>.<role> = $v' \
  .lisa.config.json > .lisa.config.json.tmp && mv .lisa.config.json.tmp .lisa.config.json

MISSING — confirm first

Compute the closest live candidates (case-insensitive token/substring overlap, then edit distance). Present via AskUserQuestion:

Role <role> maps to <configured>, which no longer exists in <vendor>. Closest live names: <c1>, <c2>, <c3>. Pick the replacement, leave unchanged, or enter a name manually.

Only write on an explicit pick. Never auto-select. If the user leaves it unchanged, keep the project DRIFTED and surface the admin remediation (add the status back, or fix it in the tracker).

INVERTED — never auto-repair

Never auto-repair an INVERTED ready, even with repair=true. Every other classification has one correct answer that the live tracker already knows: CASE_DRIFT has the canonical casing, MISSING has a shortlist of near-matches. INVERTED has neither. The configured name is live and correctly cased; what is wrong is which lane the project chose to mean "build-ready", and nothing in the config or the tracker records what the human intended instead. Guessing would silently repoint the queue at a lane that may hold nothing, or worse, at another lane the team fills automatically — swapping one wrong answer for a quieter one.

The team may also genuinely not have a dedicated ready lane yet, in which case the repair is to create a state, not to rewrite a string — /lisa:validate-tracker-mapping audits config, it does not mutate the tracker.

So: present the team's non-default states via AskUserQuestion, and write linear.workflow.ready only on an explicit pick. If none fits, or the user declines, leave the config untouched, keep the project DRIFTED, and hand off:

Linear has no dedicated build-ready state on this team. Run /lisa:setup:linear — it offers to create Ready and records the mapping.

Until then, say plainly that the build queue is claiming unapproved work and that pausing build intake is the safe interim.

Scoping-label findings — never repaired at all

repair=true does not touch scoping labels, and there is no flag that makes it. The lifecycle roles are repairable because the live tracker already holds the one correct answer; a scoping smell has no such answer anywhere. Renaming or merging a component: value is a project-vocabulary decision with no machine-checkable right answer, and acting on a heuristic guess would rewrite real issue metadata on a coin flip. Report the finding, name the two spellings, and leave the decision to a human — and note that reconciling them means relabelling the issues, which is a tracker mutation this skill never performs.

Repo-scope findings — never repaired, for a different reason

Step 4c findings are never auto-repaired either, but not because the right answer is unknowable — often it is obvious. It is because every available fix is a tracker mutation, and repair=true writes the config only:

• an unstamped-alias is fixed by adding repo:<name> to the work items,
• a malformed-marker by renaming or deleting a label,
• an undeclared-scope by deciding whether the name is a real repository (so the project set is incomplete) or a misspelling (so the label is wrong).

There is no config edit that resolves any of them, and there is deliberately no config key to edit — see Step 4c on why the vocabulary is derived. Report the finding, name the items, and leave the tracker to a human.

Invalidate the verification cache

After any JIRA repair, clear the setup-jira reachability cache so it re-verifies the new mapping:

jq 'if .jira then .jira.verified_workflow_hash = null else . end' \
  .lisa.config.local.json > .lisa.config.local.json.tmp 2>/dev/null \
  && mv .lisa.config.local.json.tmp .lisa.config.local.json || true

Re-print the project section showing the post-repair mapping and the new verdict (VALID if every role now resolves).

Idempotency & repeatability

• Re-running on a clean config reports VALID and writes nothing.
• Read-only mode has no side effects and is safe to schedule. Pair with /schedule (or run in CI) to detect drift continuously; run repair=true interactively when drift appears (the MISSING path needs a human decision and should not run unattended).
• Repair only ever touches .lisa.config.json (and clears the local verification-cache key) — it preserves all unrelated config and never stages secrets or env values.

Rules

• Compare status/label names case-sensitively against the live canonical set. A case-insensitive tracker query (e.g. JQL) that resolves is not proof the casing matches.
• Verify the access substrate is authenticated to the configured account before trusting any enumeration. An audit run against the wrong instance is UNRESOLVABLE, not VALID.
• Repair fixes the config, never the tracker. Do not rename or delete tracker statuses, labels, or options.
• Never auto-repair a MISSING mapping; confirm the replacement via AskUserQuestion.
• Use jq for all JSON reads/writes; write only changed keys via jq … > tmp && mv.
• In batch mode, audit each project independently — one project's UNRESOLVABLE (e.g. an auth mismatch) must not abort the rest of the sweep.
• Reuse the config-resolution defaults and the vendor access skills (atlassian-access, gh, Linear/Notion MCP); do not invent a parallel mapping or lifecycle vocabulary.
• Scoping-label findings (Step 4b) are advisory. They never change a project's verdict, never change this skill's exit status, and are never auto-repaired. Do not add a flag that turns them into a gate.
• Never let Step 4b fail the run. A gh error, a non-GitHub tracker, or an empty repository means the scoping section reports "not collected" — the lifecycle verdict is unaffected either way.
• Step 4c repo-scope findings are drift, not smells: they count toward the verdict and are reported with the mapping table. They are still never auto-repaired, because every fix is a tracker mutation.
• Derive the repo vocabulary from the current-repo identity ladder (and, in batch mode, the resolved project set). Never introduce a config key declaring it, and never trust one — a hand-written vocabulary is a second thing to drift, and a key nothing reads would assert nothing while looking like an assertion.
• An empty derived repo vocabulary is UNRESOLVABLE, never VALID. The whole point of Step 4c is that a silent zero is the failure, so a zero-length vocabulary must never read as a pass.
• Do not extend Step 4c to the open scoping families (type:, priority:, points:, component:). Findings about those are heuristic and must stay advisory — see #3420.