From 354724726dcf0a23138c16005621dbcd6e132b07 Mon Sep 17 00:00:00 2001
From: David Bond <david.bond@panoramicdata.com>
Date: Tue, 10 Nov 2026 11:29:00 +0000
Subject: [PATCH] fix: classify a ticket as an investigation from its title or
 labels, not its description

Fixes #7. One investigation word in a business case no longer moves an Improvement into the investigation tiers. Labels and title wording still do. No Yoda parity fixture changes.
---
 .../InvestigationClassificationTests.cs       | 51 +++++++++++++++++++
 .../Rubrics/panoramicdata-ticket-quality.json |  2 +-
 2 files changed, 52 insertions(+), 1 deletion(-)
 create mode 100644 PanoramicData.IssueAssessment.Tests/Rubrics/InvestigationClassificationTests.cs

diff --git a/PanoramicData.IssueAssessment.Tests/Rubrics/InvestigationClassificationTests.cs b/PanoramicData.IssueAssessment.Tests/Rubrics/InvestigationClassificationTests.cs
new file mode 100644
index 0000000..967f748
--- /dev/null
+++ b/PanoramicData.IssueAssessment.Tests/Rubrics/InvestigationClassificationTests.cs
@@ -0,0 +1,51 @@
+using PanoramicData.IssueAssessment.Mapping;
+using PanoramicData.IssueAssessment.Rubrics;
+
+namespace PanoramicData.IssueAssessment.Tests.Rubrics;
+
+/// <summary>
+/// Issue #7: an investigation is named by its title or a label, never by one word in the description.
+/// </summary>
+public class InvestigationClassificationTests : TestBase
+{
+	private static readonly IssueAssessor Assessor = new(BuiltInRubrics.PanoramicDataTicketQuality);
+
+	private const string ImprovementWithBusinessCase =
+		"h2. Summary\r\nShow run durations on the schedule list.\r\n\r\n"
+		+ "h2. Business case\r\nSupport cannot assess where the time goes without opening each run.\r\n\r\n"
+		+ "h2. Current behaviour\r\nDurations are only on the run page.\r\n\r\n"
+		+ "h2. Requirements\r\n# Add a duration column.\r\n";
+
+	[Fact]
+	public async Task InvestigationWordOnlyInDescription_IsNotAnInvestigation()
+		=> (await IsInvestigationAsync("Show run durations on the schedule list", ImprovementWithBusinessCase, [])).Should().BeFalse();
+
+	[Theory]
+	[InlineData("investigation")]
+	[InlineData("research")]
+	[InlineData("spike")]
+	public async Task InvestigationLabel_IsStillAnInvestigation(string label)
+		=> (await IsInvestigationAsync("Show run durations on the schedule list", ImprovementWithBusinessCase, [label])).Should().BeTrue();
+
+	[Fact]
+	public async Task InvestigationWordInTitle_IsStillAnInvestigation()
+		=> (await IsInvestigationAsync("Investigate why run durations drift", ImprovementWithBusinessCase, [])).Should().BeTrue();
+
+	private static async Task<bool> IsInvestigationAsync(string title, string description, List<string> labels)
+	{
+		NormalizedIssue issue = new()
+		{
+			Key = "MS-1",
+			Project = "MS",
+			Title = title,
+			Description = description,
+			IssueType = "Improvement",
+			Status = "In Progress",
+			Platform = "Jira",
+			Labels = [.. labels],
+		};
+		using JsonDocument document = issue.ToJsonDocument();
+		AssessmentReport report = AssessmentReport.From(await Assessor.AssessAsync(document, CancellationToken));
+		return report.Flags["isInvestigation"];
+	}
+}
diff --git a/PanoramicData.IssueAssessment/Rubrics/panoramicdata-ticket-quality.json b/PanoramicData.IssueAssessment/Rubrics/panoramicdata-ticket-quality.json
index 7b11847..6ade539 100644
--- a/PanoramicData.IssueAssessment/Rubrics/panoramicdata-ticket-quality.json
+++ b/PanoramicData.IssueAssessment/Rubrics/panoramicdata-ticket-quality.json
@@ -28,7 +28,7 @@
                 { "type": "not", "condition": { "type": "ref", "name": "isBug" } },
                 {
                   "type": "textMatches",
-                  "source": { "paths": [ "$.title", "$.description" ] },
+                  "source": { "paths": [ "$.title" ] },
                   "patterns": [ "\\binvestigate\\b", "\\bresearch\\b", "\\bspike\\b", "\\banalysis\\b", "\\bexplore\\b", "\\bfeasibility\\b", "\\bproof\\s+of\\s+concept\\b", "\\bpoc\\b", "\\bstudy\\b", "\\bevaluate\\b", "\\bassess\\b" ]
                 }
               ]