Use new tax classes for taxonomic summarization #2443
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## Taxonomy Refactor Overview In an attempt to allow usage of NCBI taxid (motivation: CAMI benchmarking) and alternate hierarchical taxonomic ranks (motivation: LINS), I ended up refactoring the taxonomy code in a four-PR series. Taxonomic summarization results should not change. Minor caveat: I was previously obtaining `query_bp` in a hacky manner to allow gather <4.4 results. The class methods are more robust, and I'd like to stop supporting gather <4.4 results. To allow this, I had to add the `query_bp`, `ksize`, and `scaled` columns into some testing results to keep tests functioning. 1. #2437 modifies `LineagePair` from a two-item `collections.namedtuple` to a three-item `typing.NamedTuple` containing an additional field, `taxid`, for storing NCBI taxid information. It also introduces classes (`BaseLineageInfo`, `RankLineageInfo`), which move lineage manipulation (from `lca_utils.py`) to class methods in order to support robust summarization across compatible lineages (lineages of same hierarchical ranks). To ensure these can be used as dictionary keys, these classes are frozen. 2. #2439 introduces classes that facilitate reading, summarization, and writing of gather results. First, it updates three prior `collections.namedtuple`s to `dataclasses` used for storing information about the gather query (`QueryInfo`), summarized gather information for metagenome queries (`SummarizedGatherResult`) and classification information for genome queries (`ClassificationResult`). It introduces three new classes for reading and manipulating gather results. `GatherRow`, is used for reading a each row from a gather file and automatically checking for required columns. `TaxResult` is used for storing a single row from gather file, optionally (and ideally) with taxonomic information, stored as `LineageInfo` class from PR 1. `QueryTaxResult` is used for storing all `TaxResult`s associated with a single query. `QueryTaxResult` add methods to replicate the summarization previously done within `summarize_gather_at` in `tax_utils.py` and the classification thresholding in `genome` within `__main__.py`. 3. #2443 replaces the actual taxonomic summarization code in `tax/__main__.py` with code that uses the new classes. Modifies gather loading code to read using `GatherRow`, `TaxResult`, and `QueryTaxResult`. 4. #2446 removes old, unused functions that are rendered redundant by the new classes. Also removes associated tests. ## Additional details for this PR (#2439) 1. Renamed existing `namedtuple`s. This renaming allows me to introduce modified `dataclasses` (below) with the same names without breaking functioning code. This is temporary, as these are removed in #2443. - `QueryInfo` --> `QueryInf` - `SummarizedGatherResult` -> `SumGathInf` - `ClassificationResult` --> `ClassInf` 2. Update these `namedtuple`s to dataclasses to allow additional functionality - `QueryInfo` - `SummarizedGatherResult` - `ClassificationResult` These contain several advantages over the prior namedtuples. In particular, dataclass post-initialization methods allows type checking and casting string--> float or int as appropriate. I also added methods to these dataclasses to estimate ANI and produce formatted dictionaries for each output format. This pulls formatting into one place, rather than independent output-writing functions. 3. Add dataclasses for reading and manipulating gather results. - `GatherRow`, for reading a each row from a gather file - innately checks that all required gather colnames are present when loading each gather csv - `TaxResult` for storing a single row from gather file - get and store `LineageInfo` taxonomic information directly with each row - `get_match_lineage` and `get_ident` are now methods - tracks whether lineage matching was attempted, including if the ident was `missed` or intentionally `skipped`. We don't actually allow skipping from the cli (yet?), but it's enabled in all methods to preserve existing functionality. I think I was using this to skip identical/exact database matches. - `QueryTaxResult` for storing all `TaxResult`s associated with a single query - only allows summarization over gather results from same query - more robust/simplified tracking of results with missed & skipped taxonomic identifiers + perfect matches - use `LineageInfo` classes (within `TaxResult`) for lineage tracking + summarization, to get all benefits (optional `taxid`, any hierarchical ranks, etc) - contains methods to replicate the summarization previously done within `summarize_gather_at` in `tax_utils.py` and the classification thresholding in `genome` within `__main__.py`. Co-authored-by: C. Titus Brown <titus@idyll.org>
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src/sourmash/tax/tax_utils.py
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| elif containment_threshold and self.fraction >= containment_threshold: | ||
| #elif containment_threshold and self.f_weighted_at_rank >= containment_threshold: | ||
| elif containment_threshold is not None and self.fraction >= containment_threshold: | ||
| #elif containment_threshold is not None and self.f_weighted_at_rank >= containment_threshold: |
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modified - at some point, I'd like to chat about potentially using weighted results instead of unique results for ordering ..
## Taxonomy Refactor Overview In an attempt to allow usage of NCBI taxid (motivation: CAMI benchmarking) and alternate hierarchical taxonomic ranks (motivation: LINS), I ended up refactoring the taxonomy code in a four-PR series. Taxonomic summarization results should not change. Minor caveat: I was previously obtaining `query_bp` in a hacky manner to allow gather <4.4 results. The class methods are more robust, and I'd like to stop supporting gather <4.4 results. To allow this, I had to add the `query_bp`, `ksize`, and `scaled` columns into some testing results to keep tests functioning. 1. #2437 modifies `LineagePair` from a two-item `collections.namedtuple` to a three-item `typing.NamedTuple` containing an additional field, `taxid`, for storing NCBI taxid information. It also introduces classes (`BaseLineageInfo`, `RankLineageInfo`), which move lineage manipulation (from `lca_utils.py`) to class methods in order to support robust summarization across compatible lineages (lineages of same hierarchical ranks). To ensure these can be used as dictionary keys, these classes are frozen. 2. #2439 introduces classes that facilitate reading, summarization, and writing of gather results. First, it updates three prior `collections.namedtuple`s to `dataclasses` used for storing information about the gather query (`QueryInfo`), summarized gather information for metagenome queries (`SummarizedGatherResult`) and classification information for genome queries (`ClassificationResult`). It introduces three new classes for reading and manipulating gather results. `GatherRow`, is used for reading a each row from a gather file and automatically checking for required columns. `TaxResult` is used for storing a single row from gather file, optionally (and ideally) with taxonomic information, stored as `LineageInfo` class from PR 1. `QueryTaxResult` is used for storing all `TaxResult`s associated with a single query. `QueryTaxResult` add methods to replicate the summarization previously done within `summarize_gather_at` in `tax_utils.py` and the classification thresholding in `genome` within `__main__.py`. 3. #2443 replaces the actual taxonomic summarization code in `tax/__main__.py` with code that uses the new classes. Modifies gather loading code to read using `GatherRow`, `TaxResult`, and `QueryTaxResult`. 4. #2446 removes old, unused functions that are rendered redundant by the new classes. Also removes associated tests. ## Additional details for this PR (#2446) - Delete old functions that aren't used outside of taxonomic summarization + associated tests - Including old `namedtuple`s: `QueryInf`, `SumGathInf`, `ClassInf` - Make sure any old comments/documentation make it into new code - Don't use unnecessary empty `()` for dataclasses
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# sourmash release 4.7.0 Major new features: * provide an initial plugin architecture for sourmash that supports new signature saving & loading mechanisms (#2428) * add plugin support for new command-line subcommands (#2438) * debias all containment values (#2243) Minor new features: * Use RankLineageInfo to simplify reading lineages (#2467) * store taxids in lineageDB (#2466) * Use new tax classes for taxonomic summarization (#2443) * add tax summarization dataclasses for safety and flexibility (#2439) * add `--scaled` to sourmash compare (#2414) * replace `lca_utils.LineagePair` with `tax_utils.LineagePair` (#2441) * Add new classes for lineage manipulation (#2437) Cleanup and documentation updates: * ReadTheDocs updates (#2445) * update `sourmash compare` command-line docs (#2400) Developer updates: * fix python tests by bumping tox and pip cache versions (#2424) * Update sphinx requirement from <6,>=4.4.0 to >=4.4.0,<7 (#2430) * Build: replace milksnake with maturin (#2393) * importlib_metadata is a dependency on old Python versions (#2484) * Release docs: use two separate sed commands (#2483) * minor fixes to release behavior (#2479) * Use screed and maturin from nixpkgs in `flake.nix` (#2481) * update release procedure after v4.6.0 and v4.6.1 (#2386) * Update makefile and docs (#2432) Dependabot updates: * Bump once_cell from 1.17.0 to 1.17.1 (#2488) * Bump ouroboros from 0.15.5 to 0.15.6 (#2487) * Bump memmap2 from 0.5.8 to 0.5.9 (#2486) * Bump supercharge/redis-github-action from 1.4.0 to 1.5.0 (#2485) * Bump proptest from 1.0.0 to 1.1.0 (#2460) * Bump web-sys from 0.3.60 to 0.3.61 (#2461) * Bump serde_json from 1.0.91 to 1.0.93 (#2471) * Bump wasm-bindgen-test from 0.3.33 to 0.3.34 (#2463) * Bump cachix/install-nix-action from 18 to 19 (#2459) * Bump wasm-bindgen from 0.2.83 to 0.2.84 (#2464) * Bump typed-builder from 0.11.0 to 0.12.0 (#2451) * Bump bumpalo from 3.9.1 to 3.12.0 (#2450) * Bump pypa/cibuildwheel from 2.11.4 to 2.12.0 (#2447) * Bump bzip2 from 0.4.3 to 0.4.4 (#2444) * Bump once_cell from 1.14.0 to 1.17.0 (#2429) * Bump serde from 1.0.151 to 1.0.152 (#2423) * Bump pypa/cibuildwheel from 2.11.3 to 2.11.4 (#2422) * Bump serde_json from 1.0.89 to 1.0.91 (#2418) * Bump serde from 1.0.150 to 1.0.151 (#2419) * Bump thiserror from 1.0.37 to 1.0.38 (#2417) * Bump finch from 0.4.3 to 0.5.0 (#2416) * Bump rayon from 1.6.0 to 1.6.1 (#2404) * Bump serde from 1.0.149 to 1.0.150 (#2403) * Bump pypa/cibuildwheel from 2.11.2 to 2.11.3 (#2402) * Bump serde from 1.0.148 to 1.0.149 (#2397) * Bump capnp from 0.14.5 to 0.14.11 (#2396)
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) ## Add taxonomic utilities for LINs; enable and test `tax metagenome` With taxonomy refactoring (#2437, #2439, #2443, #2446, #2466, #2467), we are (mostly) no longer tied to named ranks. Here, I add a class for LIN taxonomies and use it within `tax metagenome` to allow summarization up LINs and reporting at specified `lingroups`. With this PR, users can now use the flag `--lins` to read and use `lin` taxonomies from the provided tax (`-t`, `--taxonomy`) file. If used, `sourmash tax` will look for a `lin` column in the taxonomy file instead of looking for `superkingdom`...`strain` columns. The `lin` column should contain `;`-separated LINs, preferably with a standard number of positions (e.g. all 20 positions in length or all 10 positions in length). For `tax metagenome`: By default, `tax metagenome` will summarize up _all_ available ranks/LIN positions. If a `lingroup` file is provided, we will also report a subset of this summary: just the LIN prefixes that match groups in the `lingroup` file. The `lingroup` file requires two columns in any order: `name`, the name of the group, and `lin`, the lin prefix of the group. The prefix will be used to select results from the full summary for reporting. The `lingroup` format will build a file with the following name: `{base}.lingroup.tsv`, where `{base}` is the name provided via the `-o`,` --output-base` option. ## Demo / Tutorial A draft tutorial is available [here](https://sourmash--2469.org.readthedocs.build/en/2469/tutorial-lin-taxonomy.html). Note that it does not contain the installation info for this branch (see below). You can run the interactive version via binder [here](https://mybinder.org/v2/gh/bluegenes/2023-demo-sourmash-LIN/HEAD?labpath=sourmash-lin-demo.ipynb) ## Testing ### Option A: Use the Demo Binder You can test via the [binder](https://mybinder.org/v2/gh/bluegenes/2023-demo-sourmash-LIN/HEAD?labpath=sourmash-lin-demo.ipynb). You can add new cells or modify any existing cells, and even download additional files for testing. The downside is that you'll have to make sure to download and save your results, since the binder won't save them for you. ### Option B: Alternatively, install on your own computer/cluster: Here is one way to test this code before it gets fully integrated into sourmash: - If you don't have conda, I'd recommend installing `mamba`, [instructions here](https://mamba.readthedocs.io/en/latest/installation.html) instead. - if you do have `mamba`, replace the word `conda` with `mamba` in the following commands. Download an environment file that points to this branch: ``` curl -JLO https://raw.githubusercontent.com/bluegenes/2023-demo-sourmash-LIN/main/sourmashLIN.yml ``` Create a virtual environment using this file: ``` conda env create -f sourmashLIN.yml ``` Activate that environment: ``` conda activate smashLIN ``` make sure `--lins` is in the `--help` for `sourmash tax metagenome`: ``` sourmash tax metagenome --help ``` ## Command to run The command to run is this one: ``` sourmash tax metagenome -g $gather_csv -t $taxonomy_csv \ --lins --lingroup $lingroups_csv ``` ## Types of files you'll need 1. sketches of query metagenome 2. sketches of reference genomes (database) 3. taxonomy file with LIN information (two columns required: `ident`, `lin`) 4. lingroup information file (two columns required: `name`, `lin`) To exit the environment when you're done testing, use `conda deactivate` > Reminder, if you have `mamba`, you can use it in place of `conda` in the commands above. example `lingroup` output format. Note that the `1;0`.. paths are always grouped together, but may come before or after the `0;0` and `2;0` groups. ``` name lin percent_containment num_bp_contained lg3 2;0;0 1.56 192000 lg1 0;0;0 5.82 714000 lg2 1;0;0 5.05 620000 lg3 1;0;1 0.65 80000 lg4 1;0;1;0;0;0;0;0;0;0;0;0;0;0;0;0;0;0;0;0 0.65 80000 ``` ``` name lin percent_containment num_bp_contained lg2 1;0;0 5.05 620000 lg3 1;0;1 0.65 80000 lg4 1;0;1;0;0;0;0;0;0;0;0;0;0;0;0;0;0;0;0;0 0.65 80000 lg1 0;0;0 5.82 714000 lg3 2;0;0 1.56 192000 ``` ## A few implementation details: - In `tax_utils.py`, I add a `LINLineageInfo` class for using and manipulated LIN taxonomies. It implements new methods to enable specifically reading in `LIN` taxonomies into the class, but otherwise uses the taxonomic utilities available in `BaseLineageInfo`, e.g. taxonomic summarization up ranks, assessing whether two taxonomies are a match at a given rank. - In `tax_utils.py`, I add functionality for reading `lingroup` information and reporting taxonomic summarization specifically at these ranks. Changes and Additions: - [x] Add `LINLineageInfo` for working with `LIN` taxonomies - [x] Add method for reading `LIN`s into `LineageDB` - [x] Add methods for reading `LINgroups` and summarizing to these - [x] Add LineageTree that can use `LineageInfo` to perform `build_tree`, `find_lca` functions (originally in `lca_utils.py`) and produce an ordered list of lineage paths - [x] Add code + tests to use `LIN`s taxonomy in: - [x] tax metagenome - [x] tax annotate - [x] tax summarize The following require additional changes and will be punted to an issue/separate PR (see #2499): - tax genome - tax prepare - tax grep --------- Co-authored-by: C. Titus Brown <titus@idyll.org>
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Taxonomy Refactor Overview
In an attempt to allow usage of NCBI taxid (motivation: CAMI benchmarking) and alternate hierarchical taxonomic ranks (motivation: LINS), I ended up refactoring the taxonomy code in a four-PR series. Taxonomic summarization results should not change. Minor caveat: I was previously obtaining
query_bpin a hacky manner to allow gather <4.4 results. The class methods are more robust, and I'd like to stop supporting gather <4.4 results. To allow this, I had to add thequery_bp,ksize, andscaledcolumns into some testing results to keep tests functioning.Add new classes for lineage manipulation #2437 modifies
LineagePairfrom a two-itemcollections.namedtupleto a three-itemtyping.NamedTuplecontaining an additional field,taxid, for storing NCBI taxid information. It also introduces classes (BaseLineageInfo,RankLineageInfo), which move lineage manipulation (fromlca_utils.py) to class methods in order to support robust summarization across compatible lineages (lineages of same hierarchical ranks). To ensure these can be used as dictionary keys, these classes are frozen.add tax summarization dataclasses for safety and flexibility #2439 introduces classes that facilitate reading, summarization, and writing of gather results. First, it updates three prior
collections.namedtuples todataclassesused for storing information about the gather query (QueryInfo), summarized gather information for metagenome queries (SummarizedGatherResult) and classification information for genome queries (ClassificationResult). It introduces three new classes for reading and manipulating gather results.GatherRow, is used for reading a each row from a gather file and automatically checking for required columns.TaxResultis used for storing a single row from gather file, optionally (and ideally) with taxonomic information, stored asLineageInfoclass from PR 1.QueryTaxResultis used for storing allTaxResults associated with a single query.QueryTaxResultadd methods to replicate the summarization previously done withinsummarize_gather_atintax_utils.pyand the classification thresholding ingenomewithin__main__.py.Use new tax classes for taxonomic summarization #2443 replaces the actual taxonomic summarization code in
tax/__main__.pywith code that uses the new classes. Modifies gather loading code to read usingGatherRow,TaxResult, andQueryTaxResult.cleanup taxonomy code after refactor #2446 removes old, unused functions that are rendered redundant by the new classes. Also removes associated tests.
Additional details for this PR (#2443)
Make use of
LineagePair,LineageInfoclasses (#2371) andGatherRow,SummarizedGatherResult,ClassificationResult,TaxResult, andQueryTaxResultclasses (#2439) to do taxonomic summarization.Replaces old code where it's easy to see changes, leaves larger cleanup for #2446 where it might make this PR confusing.
Benefits of this refactor: safer/more robust taxonomic summarization
Neutral changes:
query_bpcolumn oftest1.gather.csv