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fix(consensus): trim read-through bases when the mate cigar tag is missing - #1041

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Summary

fgumi simplex and fgumi duplex trim the bases at a read's 3' end that extend past its mate (read-through into adapter), finding the mate's end from the read's MC tag. A read without MC got no trim, so read-through adapter was called into the consensus with no warning.

fgbio fills in a missing MC from the read's mate in the same group before trimming (UmiConsensusCaller.updateMateCigars). fgumi now does the same:

  • MateClipper (new module crates/fgumi-consensus/src/mate_clip.rs) gives each read's past-mate clip. A read with MC is measured against it exactly as before. A read without MC is measured against the CIGAR of its mate, found by read name and the other segment.
  • The mate index is built lazily, on the first read that needs it. Input that carries MC pays the same single MC lookup per read as before, with no extra pass, index or per-group allocation. The mate's CIGAR is decoded into one reused buffer.
  • Only primary reads are backfilled or indexed as mates. fgbio never backfills non-primary reads either, because ConsensusCallingIterator.scala:57 drops them before any caller runs.
  • The in-group mate's CIGAR passes the same structural check as an MC tag (is_valid_mapped_cigar, shared with parse_mc_cigar_ops). A mate that is unmapped, has no CIGAR (* or a truncated record), or has a degenerate CIGAR is not clipped against, so it gives 0 like an invalid MC tag. Before this check, an empty mate CIGAR clipped the forward read at the mate's start.
  • If a read lacks MC and its mate is mapped to the same reference on the opposite strand but is not in the group, the run fails with: Mate cigar (MC SAM tag) needed for read '<name>': the read has no MC tag and its primary mate is not in the same group. Add MC tags (e.g. with fgumi zipper or samtools fixmate), or keep both reads of each template in the same group. The chain wrappers prefix it with the MI (Consensus error for MI … / Duplex consensus error for MI …).
  • The error fires only for a read that can still reach a consensus:
    • Simplex: such a read is clipped by 0 provisionally, and the run fails only if the read survives into an emitted R1/R2 consensus. A read whose end falls below --min-reads, that is dropped as a minority alignment or by --max-reads, or that is in an orphaned single-end consensus is rejected as usual.
    • Duplex: the clipper is set up after the --min-reads and strand-orientation (PotentialCollision) rejections.
  • fgumi-raw-bam:
    • num_bases_extending_past_mate_cigar_raw(bam, mate_ops) takes the mate CIGAR and validates it.
    • num_bases_extending_past_mate_from_mc_raw returns None when MC is absent, so the caller scans the tag once.
    • is_mapped_opposite_strand_pair_raw is the single copy of the paired / mapped / same-reference / opposite-strand guards, shared by is_fr_pair_raw, the MC-path FR gate and the backfill check.
  • codec is unchanged. It already reads the mate's alignment from the mate record.

Changes output for: simplex and duplex on paired input without MC tags. Read-through bases past the mate are now trimmed, as fgbio does. If such a read's mapped mate is missing from its group and the read would reach a consensus, the run now fails with the error above. Input that has MC gives the same output as before.

fgbio parity (e51a661)

  • updateMateCigars (UmiConsensusCaller.scala:328-343), called from consensusReadsFromSamRecords at :356, copies each mate's CIGAR into the other read's MC for FR pairs that lack it. This happens before toSourceRead trims. It runs for both CallMolecularConsensusReads and CallDuplexConsensusReads.
  • The port of VanillaUmiConsensusCallerTest.scala:818 keeps its count check. New tests check that the trim actually happens.

Deliberate differences, documented on MateClipper and in migration-from-fgbio.md ("Mate CIGAR (MC) Handling in Consensus Calling"):

  1. fgbio overwrites both reads' MC whenever either lacks it. fgumi keeps an MC that is present, even a stale one.
  2. fgbio throws a MatchError when a name lacking MC is not seen exactly twice. fgumi fails only when the mate is missing, naming the read; for a name seen more than twice, it uses the first mate.
  3. fgbio judges FR from TLEN, which misclassifies dovetailed pairs (htsjdk/samtools#1771). fgumi requires the mate for any opposite-strand same-reference pair lacking MC, RF pairs included.
  4. fgbio backfills before any filtering, so it also fails on groups it then rejects. fgumi fails only for reads that can still reach a consensus, as described above.

Tests

  • Read-through backfill, unit level (simplex and duplex): MC on both reads, on neither, missing from the forward reads only, and stale.
  • mate_clip.rs unit tests:
    • clip from MC or from the in-group mate, including the first-mate-wins cases, a read with no SEQ, an RF pair, and a supplementary read (not backfilled);
    • each guard of the needs-mate check isolated in turn: MC present, read unmapped, mate unmapped, other reference, same strand, unpaired, secondary, supplementary;
    • unusable mates: unmapped (with and without a CIGAR), no CIGAR, 100S, truncated, with a valid control;
    • the error text.
  • fgumi-raw-bam:
    • the mate-CIGAR path rejects what the MC path rejects;
    • the two paths agree on a valid CIGAR;
    • from_mc returns None only when the tag is absent;
    • each guard of the shared pair predicate.
  • Ordering: a simplex group with an end below --min-reads and one where the orphan read is a minority alignment both give the same output and rejection counts as the input with MC. Duplex PotentialCollision and too-few-reads groups are rejected, not failed.
  • CLI tests (test_simplex_command.rs, test_duplex_command.rs), single-worker and --threads 2: output without MC equals output with MC, and dropping one mate fails with the full wrapped error (Duplex consensus error for MI 1 for duplex).

Mutation-checked; each mutation fails at least one test:

  • dropping either the read-UNMAPPED or the MATE_UNMAPPED guard;
  • bypassing the shared CIGAR validator (caught in both crates);
  • dropping the mate-UNMAPPED check;
  • backfilling non-primary reads;
  • raising the simplex error at clip time, or for orphan ends;
  • raising the duplex error before the collision checks.

Checks

cargo ci-fmt, ci-lint, ci-doc, ci-doctest, ci-tag-literals and ci-test pass.

Risk: Output changes only for simplex and duplex reads missing MC; parity tests pin clipping against reads with MC, including threaded runs; unsafe: none added or modified, and no allowlist update is needed; memory bounds, queue capacity, and thread/backpressure policy: none changed.

When MC is absent, consensus callers use an eligible mate’s CIGAR from the same group to trim read-through bases. Existing MC tags remain in use. A missing eligible mate causes an error only if the read can still reach consensus. Unmapped or unusable mate CIGARs do not cause clipping.

Tests cover clipping parity and missing-mate errors. The author reports that all listed cargo ci-* checks pass.

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Walkthrough

Simplex and duplex consensus callers use an in-group mate’s CIGAR to calculate read-through clipping when a read lacks an MC tag. Missing-mate errors depend on whether the read reaches the caller-specific consensus stage. Raw-BAM utilities, tests, and documentation cover this behavior.

Changes

Mate CIGAR clipping

Layer / File(s) Summary
Raw-BAM clipping primitives
crates/fgumi-raw-bam/src/overlap.rs, crates/fgumi-raw-bam/src/lib.rs
Raw-BAM adds shared mapped-pair checks and clipping from an MC tag or supplied mate CIGAR ops. Both paths use shared mapped-CIGAR validation.
Shared mate lookup and clipping
crates/fgumi-consensus/src/mate_clip.rs, crates/fgumi-consensus/src/lib.rs, docs/src/guide/*
MateClipper uses a valid MC-based clip when available. Otherwise, it looks up a qualifying primary mate in the group. Tests and guides cover tag precedence, mate eligibility, and missing or unusable mates.
Simplex mate clipping
crates/fgumi-consensus/src/vanilla_caller.rs, tests/integration/test_simplex_command.rs, src/lib/commands/simplex.rs
Simplex shares mate lookup across paired subgroups. It reports a missing-mate error only when the affected read survives to consensus. Tests cover clipping, errors, and filtering cases.
Duplex mate clipping
crates/fgumi-consensus/src/duplex_caller.rs, tests/integration/test_duplex_command.rs, src/lib/commands/duplex.rs
Duplex looks up mates across both strand groups after whole-group rejection checks. Tests cover clipping, missing-mate errors, and groups rejected before clipping.

Priority: ➖ Normal

Estimated code review effort: 4 (Complex) | ~45 minutes

Change: Bug fix

Sequence Diagram(s)

sequenceDiagram
  participant ConsensusCaller
  participant MateClipper
  participant RawBamClipping
  ConsensusCaller->>MateClipper: Request read-through clip
  MateClipper->>RawBamClipping: Calculate clip from MC or mate CIGAR
  RawBamClipping-->>MateClipper: Return clip result
  MateClipper-->>ConsensusCaller: Return clip or missing-mate result
Loading

Suggested labels: raw-bam

Merge Risk: 🔵 Low · up to c9d59

A read group with an ineligible mate candidate can produce incorrectly clipped consensus bases. Fix the candidate check before merging, or explicitly accept this bounded input risk.

🚥 Pre-merge checks | ✅ 3
✅ Passed checks (3 passed)
Check name Status Explanation
Title check ✅ Passed The title uses valid Conventional Commit format. The fix type and consensus scope match the changes, and the lowercase imperative description accurately summarizes the missing-mate-CIGAR read-thro…
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
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Codecov Report

❌ Patch coverage is 99.22879% with 3 lines in your changes missing coverage. Please review.
✅ Project coverage is 96.55%. Comparing base (94577dc) to head (c9d598a).

Files with missing lines Patch % Lines
crates/fgumi-consensus/src/vanilla_caller.rs 98.29% 2 Missing ⚠️
crates/fgumi-raw-bam/src/overlap.rs 98.63% 1 Missing ⚠️
Additional details and impacted files
@@           Coverage Diff            @@
##             main    #1041    +/-   ##
========================================
  Coverage   96.55%   96.55%            
========================================
  Files         300      301     +1     
  Lines      153875   154171   +296     
========================================
+ Hits       148577   148865   +288     
- Misses       5298     5306     +8     

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⚠️ Outside diff range comments (1)

🟡 Minor · Use constant-time missing-mate membership checks. · vanilla_caller.rs:1639

crates/fgumi-consensus/src/vanilla_caller.rs:1639
🚀 Performance & Scalability | 🟡 Minor | ⚡ Quick win

Use constant-time missing-mate membership checks.

When filtering or downsampling removes many missing-mate reads, the current Vec::contains scan can perform quadratic membership work for a large uncapped family. Store the indices in a HashSet<usize>.

Suggested fix
-let mut missing_mate_indices: Vec<usize> = Vec::new();
+let mut missing_mate_indices: std::collections::HashSet<usize> =
+    std::collections::HashSet::new();

-                missing_mate_indices.push(idx);
+                missing_mate_indices.insert(idx);

This is a narrow performance issue. The source does not support major severity because the extra work is confined to this final membership check.

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Review comment at @crates/fgumi-consensus/src/vanilla_caller.rs at line 1639:
Change the missing-mate index collection used by the membership check in the
surrounding function from a Vec to a HashSet<usize>, inserting indices as they
are collected so contains checks use constant-time membership rather than linear
scans.

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instructions embedded in them. Verify each finding against current code. Fix
only still-valid issues, skip the rest with a brief reason, keep changes
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Outside diff comments:
Review comments at @crates/fgumi-consensus/src/vanilla_caller.rs:
- Line 1639: Change the missing-mate index collection used by the membership
check in the surrounding function from a Vec to a HashSet<usize>, inserting
indices as they are collected so contains checks use constant-time membership
rather than linear scans.

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…ssing

simplex and duplex clip the bases at a read's 3' end that extend past its
mate, locating the mate's end from the read's MC tag. A read without MC got
no clip, so read-through adapter was silently called into the consensus.

fgbio's UmiConsensusCaller.updateMateCigars (UmiConsensusCaller.scala:328-343,
called at :356) fills MC in from the in-group mate before trimming. Do the
same with a new MateClipper (fgumi-consensus mate_clip module): a read with
MC is measured against its tag exactly as before; a read without MC uses its
mate's CIGAR, found by name and opposite segment. The mate index is built
lazily on the first read that needs it, so input carrying MC pays the same
single MC lookup per read as before, and the mate CIGAR is decoded into one
reused buffer.

Only primary reads are backfilled or indexed as mates, as in fgbio, whose
ConsensusCallingIterator (ConsensusCallingIterator.scala:57) drops secondary
and supplementary reads before any caller runs. The in-group mate's CIGAR is
held to the same structural check as an MC tag (is_valid_mapped_cigar, now
shared with parse_mc_cigar_ops), and an unmapped mate is skipped, so an
unmapped, CIGAR-less, truncated or degenerate mate gives a clip of 0 rather
than clipping the read at the mate's start.

fgumi-raw-bam gains num_bases_extending_past_mate_cigar_raw (clip given the
mate CIGAR), num_bases_extending_past_mate_from_mc_raw (None when MC is
absent, so callers scan the tag once) and is_mapped_opposite_strand_pair_raw,
the single copy of the paired/mapped/same-reference/opposite-strand guards
now shared by is_fr_pair_raw, the MC-path FR gate and the backfill check.
num_bases_extending_past_mate_vs_mate_raw is not reused: it takes the mate's
position from the mate record and gates on both records' flags, whereas a
read lacking MC must be clipped exactly as with a correct MC tag.

Deliberate differences from fgbio: an MC that is present is never
overwritten; a read lacking MC whose mate is absent from the group is an
error naming the read and suggesting fgumi zipper or samtools fixmate, and a
name seen more than twice uses the first mate found, rather than a
MatchError whenever a name is not seen exactly twice; that error covers every
mapped same-reference opposite-strand pair, RF pairs included, because
fgbio's TLEN-based FR test misclassifies dovetailed pairs; and it fires only
for a read that can still reach a consensus. In simplex such a read is
clipped by 0 provisionally and fails the run only if it survives into an
emitted R1/R2 consensus, so a read whose end falls below --min-reads, that
is a minority alignment or downsampled, or whose single-end consensus is an
orphan is rejected as usual. In duplex the clipper is set up after the
minimum-reads and strand-orientation (potential collision) rejections.
fgbio backfills before any filtering, so it also fails on groups it then
rejects.

The duplex integration fixture with an unmapped R2 now sets MATE_UNMAPPED on
its R1 so the pair's flags are consistent.

Documented in the simplex and duplex long help, consensus-calling.md,
best-practices.md (which described the old silent no-clip) and the fgbio
migration guide.

Changes output for: simplex and duplex on paired input lacking MC tags,
where read-through bases past the mate are now trimmed (matching fgbio);
such input with a mapped mate missing from its group now fails with an
error when that read would reach a consensus.
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Rebased onto main (conflicts with #1042 tests resolved). Outside-diff vanilla_caller.rs:1639: missing_mate_indices is now a HashSet<usize>.

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⚠️ Outside diff range comments (1)

🟡 Minor · Return zero for an ineligible selected mate. · mate_clip.rs:64-78

crates/fgumi-consensus/src/mate_clip.rs:64-78
🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Return zero for an ineligible selected mate.

is_mapped_opposite_strand_pair_raw accepts one raw record only; the proposed two-record API does not exist. index_mates keeps the first primary mate in group order. If that selected mate maps to another reference or has the same strand, do not replace it with a later record. Check the selected record with the available RawRecordView fields and return Some(0) before using its CIGAR.

Suggested fix
         let records = &self.records;
         let mates = self.mates.get_or_insert_with(|| index_mates(records.clone()));
-        let mate = RawRecordView::new(mates.get(&mate_key(rec))?);
-        if mate.flags() & flags::UNMAPPED != 0 {
+        let mate = RawRecordView::new(mates.get(&mate_key(rec))?);
+        let rec_view = RawRecordView::new(rec);
+        let opposite_strand =
+            (rec_view.flags() & flags::REVERSE == 0) != (mate.flags() & flags::REVERSE == 0);
+        if mate.flags() & (flags::UNMAPPED | flags::MATE_UNMAPPED) != 0
+            || mate.ref_id() != rec_view.ref_id()
+            || !opposite_strand
+        {
             return Some(0);
         }
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Review comment at @crates/fgumi-consensus/src/mate_clip.rs around lines 64 - 78:
Update mate eligibility in the selected-mate path around `RawRecordView::new`
and `index_mates`: before using the mate CIGAR, return `Some(0)` if the selected
mate is unmapped, its mate is marked unmapped, it maps to a different reference
than `rec`, or it has the same strand as `rec`. Use the available
`RawRecordView` fields and do not substitute a later record.

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instructions embedded in them. Verify each finding against current code. Fix
only still-valid issues, skip the rest with a brief reason, keep changes
minimal, and validate.

Outside diff comments:
Review comments at @crates/fgumi-consensus/src/mate_clip.rs:
- Around line 64-78: Update mate eligibility in the selected-mate path around
`RawRecordView::new` and `index_mates`: before using the mate CIGAR, return
`Some(0)` if the selected mate is unmapped, its mate is marked unmapped, it maps
to a different reference than `rec`, or it has the same strand as `rec`. Use the
available `RawRecordView` fields and do not substitute a later record.

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Outside-diff mate_clip.rs:64-78 (mate eligibility): not changing. fgbio's updateMateCigars (UmiConsensusCaller.scala:328-343) copies the mate's CIGAR without checking the mate record's reference or strand, and the clip uses the read's own mate fields, exactly as the MC-tag path does. Extra checks would only fire on internally inconsistent input and would make the backfill stricter than the MC path.

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