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fix(merge): rename conflicting @RG/@PG IDs per input and rewrite read tags - #1050

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@nh13 nh13 commented Oct 10, 2026 •

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Bug. When merge inputs reused an @RG or @PG ID, fgumi merge kept the first input's record and dropped the rest, but left the later inputs' reads tagged with that ID. Those reads then named another input's read group or program. Repro: in1.bam has @RG ID:A LB:libX and @PG ID:bwa CL:bwa mem ref1.fa, in2.bam has @RG ID:A LB:libY and @PG ID:bwa CL:bwa mem ref2.fa, each with one read tagged RG:Z:A PG:Z:bwa. The merged header held only A (libX) and bwa (ref1), so in2's read was labelled libX and aligned to ref1, and the template-coordinate key ordered it by libX. Nothing warned. That is samtools merge -c -p behavior, though the doc comment claimed samtools parity; samtools' default renames the ID and rewrites the read tags.

Fix. @RG/@PG records are compared by content:

  • An identical record is written once, so lane BAMs of one sample merge cleanly. samtools' default would split them into A and A-<random> unless given -c/-p.
  • A record that reuses an ID for different content is written under the first {id}.{n} not declared by any input. If an earlier input's identical record already got a fresh ID, it reuses that one. The IDs are deterministic, unlike samtools' random suffix.
  • The renamed input's @PG PP and @RG PG references are rewritten. A rename changes the translation of any record whose PP names it, so every decision is recomputed until none change, and records are written only after that, never over an earlier input's record. If a PP cycle keeps the decisions from settling, every record whose ID is taken gets a fresh ID.
  • The RG/PG tags of the renamed input's reads are rewritten through a new per-record hook, RawExternalSorter::merge_bams_rewriting, which runs before the sort key is extracted, so the template-coordinate library follows the rename. merge_bams is unchanged (it calls the new method with a no-op hook).
  • Each rename is logged. When no input has a renamed ID, the hook does no per-record work. Otherwise a read tag naming an ID its input's header does not declare is left unchanged (samtools deletes it) and reported once per input and tag, plus a count.

The repro now gives @RG A (libX), @RG A.1 (libY), @PG bwa (ref1), @PG bwa.1 (ref2), with in2's read tagged RG:Z:A.1 PG:Z:bwa.1.

The {id}.{n} search and the reference rewrite moved into fgumi_bam_io::header (suffixed_id, with_renamed_reference) and are shared by merge, zipper (#1045) and make_unique_program_id. The fgumi merge help and the fgbio migration guide describe the behavior and how it differs from samtools. fgumi merge still adds no @PG of its own; that is left for a separate PR.

Tests.

  • test_merge_headers_renames_conflicting_ids (rstest cases): identical records combined; a conflicting @RG renamed; fresh IDs skip IDs of the same and of later inputs; a @PG rename rewrites PP, cascades through a PP listed before its target, and renames an @RG whose PG names it; later inputs sharing a conflicting record, or a renamed PP chain, reuse one fresh ID; a third definition gets its own.
  • test_merge_records_falls_back_to_fresh_ids_when_decisions_do_not_settle.
  • End to end, in all four merge orders: the second input's reads follow A.1/bwa.1, and an undeclared RG is kept. Identical shard headers are written once with tags unchanged. Template-coordinate output orders same-position templates by the renamed read group's library, for an input's first record and for a later record.
  • suffixed_id and with_renamed_reference unit tests in fgumi-bam-io.

Mutation checks, each confirmed to fail at least one test: no read-tag rewrite; rewriting after key extraction (first-record and refill paths separately); a single conflict pass; renaming identical records; reserving only the first input's IDs; no PP/PG reference rewrite; no reuse of earlier fresh IDs; deciding conflicts without the cascade.

cargo ci-fmt, cargo ci-lint and cargo ci-test (12,276 tests) pass locally.

Risk: fgumi merge output changes in headers, read tags, and template-coordinate ordering; deterministic {id}.{n} renames and integration tests pin the behavior; unsafe: none added, so no CLAUDE.md allowlist update is needed; memory bounds, queue capacity, and thread/backpressure policy: none changed.

Fix: Merge combines identical @RG/@PG records and assigns deterministic IDs to conflicting definitions. It rewrites @PG PP, @RG PG, and read RG/PG tags before sort-key extraction. Undeclared tag values remain unchanged and are reported.

Shared header helpers now provide ID suffixing and reference rewriting for merge, zipper, and make_unique_program_id. The update also revises merge help and the fgbio migration guide. fgumi merge does not add its own @PG record.

The author reports that cargo ci-fmt, cargo ci-lint, and cargo ci-test passed locally, with 12,276 tests.

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Walkthrough

fgumi merge now combines identical @RG and @PG records and assigns fresh IDs to conflicting definitions. It rewrites mapped references and read tags. The sorter applies record rewrites before extracting sort keys.

Changes

Merge reconciliation

Layer / File(s) Summary
Shared ID and reference helpers
crates/fgumi-bam-io/src/header.rs, src/lib/commands/zipper.rs
The header module provides helpers for unused suffixed IDs and mapped reference rewrites. Zipper program renaming uses those helpers.
Header record reconciliation
src/lib/commands/merge.rs
Header merging returns per-input rename maps and reconciles @PG and @RG records by content. Tests cover duplicate records, conflicts, ID collisions, cascading reference updates, and fallback ID assignment.
Read-tag rewriting during sorted merge
crates/fgumi-sort/src/external.rs, src/lib/commands/merge.rs, tests/integration/test_merge_command.rs, docs/src/guide/migration-from-fgbio.md
The sorter applies a per-input rewrite callback before sort-key extraction. Merge rewrites mapped RG and PG tags, leaves undeclared tag values unchanged, and logs renames. Integration tests cover sort orders and template-coordinate ordering. The guide documents the merge behavior.

Priority: ➖ Normal

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

Change: Bug fix

Sequence Diagram(s)

sequenceDiagram
  participant MergeExecute as Merge::execute
  participant HeaderMerge as merge_headers
  participant TagRewriter as ReadTagRewriter
  participant Sorter as RawExternalSorter::merge_bams_rewriting
  participant Output as BAM output
  MergeExecute->>HeaderMerge: Build merged header and per-input rename maps
  MergeExecute->>TagRewriter: Initialize read-tag mappings
  MergeExecute->>Sorter: Pass merged header and record rewrite callback
  Sorter->>TagRewriter: Rewrite each record using its input index
  Sorter->>Output: Write records after sort-key extraction
Loading

Suggested labels: fgumi sort

Merge Risk: ⚪ Minimal · up to cf85c

fgumi merge now combines identical read-group and program records and renames conflicting ones. It rewrites references and read tags so reads keep their own metadata. In the rare case where an undeclared read tag matches a newly assigned ID, the merge now gives a specific warning instead of passing silently. No blocking issues remain.

Pre-merge checks | Passed 3
✅ Passed checks (3 passed)
Check name Status Explanation
Title check Passed The title uses the required Conventional Commit format, includes the affected command scope merge, uses a lowercase imperative description, and accurately summarizes the main change.
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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Actionable comments posted: 1


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Inline comments:
Review comments at @src/lib/commands/merge.rs:
- Around line 575-601: Update rewrite_tag to detect when an undeclared tag value
matches a fresh ID minted for any input, and emit a specific warning naming that
collision. Preserve the existing behavior of leaving the undeclared tag
unchanged; use the relevant read-group or program ID set based on tag.

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  • src/lib/commands/zipper.rs
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Comment thread src/lib/commands/merge.rs
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Codecov Report

❌ Patch coverage is 95.60117% with 15 lines in your changes missing coverage. Please review.
✅ Project coverage is 96.58%. Comparing base (40bae7e) to head (7f3dce0).

Files with missing lines Patch % Lines
src/lib/commands/merge.rs 94.07% 15 Missing ⚠️
Additional details and impacted files
@@            Coverage Diff             @@
##             main    #1050      +/-   ##
==========================================
- Coverage   96.60%   96.58%   -0.02%     
==========================================
  Files         304      304              
  Lines      155704   155993     +289     
==========================================
+ Hits       150419   150671     +252     
- Misses       5285     5322      +37     

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… tags

When inputs reused an @rg or @pg ID, merge kept the first input's
record and dropped the rest, leaving later inputs' reads tagged with an
ID that now named another input's read group or program: a read from
library libY was labelled libX, and the template-coordinate key ordered
it by libX. Nothing warned. That matched `samtools merge -c -p`, not
samtools' default, despite the doc comment claiming samtools parity.

Records are now compared by content. A record identical to one already
written is combined with it, so shards of one sample merge cleanly
without samtools' -c/-p. A record whose ID is already used for
different content reuses the fresh ID an earlier input's identical
record was given, or else is written under the first `{id}.{n}` not
declared by any input or already generated, so the IDs are
deterministic. The renamed input's @pg PP and @rg PG references are
rewritten. A rename changes the translation of any record whose PP
names it, so every decision is recomputed from the previous pass until
none change, and records are written only after that, never over an
earlier input's record; if a PP cycle keeps the decisions from
settling, every record whose ID is taken gets a fresh ID. Each rename
is logged.

The `{id}.{n}` search and the reference rewrite now live in
fgumi-bam-io's header module (suffixed_id, with_renamed_reference),
shared by merge, zipper and make_unique_program_id.

The RG and PG tags of a renamed input's reads are rewritten to the new
IDs through a per-record hook, RawExternalSorter::merge_bams_rewriting,
which runs before the sort key is extracted so the template-coordinate
library follows the rewrite. The hook does no work when no input has a
renamed ID. Otherwise a tag naming an ID its
input's header does not declare is left unchanged and reported, once
per input and tag plus a count, since it could now coincide with a
fresh ID.

Tests:
- header merge: identical records combined; a conflicting @rg renamed;
  later inputs sharing a conflicting record, or a renamed PP chain,
  reuse one fresh ID; a third definition gets its own; decisions that
  never settle fall back to fresh IDs;
  fresh IDs skip IDs of the same and of later inputs; a @pg rename
  rewrites PP, cascades through a PP listed before its target, and
  renames an @rg whose PG named it
- end to end, in every merge order: the second input's reads follow
  `A.1`/`bwa.1`, and an undeclared RG is kept
- identical shard headers are written once with tags unchanged
- template-coordinate output orders tied templates by the renamed read
  group's library, for an input's first record and a refilled record
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nh13 force-pushed the nh/merge-rename-conflicting-rg-pg branch from 0c032ba to cf85ceb Compare October 10, 2026 15:45
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fgumi merge ignored its command line and wrote no @pg of its own, so a
merged BAM carried no record that it had been merged, unlike every
other fgumi command and samtools merge.

merge now adds one @pg through the shared add_pg_record, after the
input headers are merged: ID fgumi (or the first free fgumi.{n} when an
input already has one), its version and command line, and PP chained
to the last program chain end in merged-header order, which is the last
input's when inputs carry separate chains. samtools merge instead adds
one @pg per chain end; fgumi keeps to one @pg per command, as #1023
settled. A single input is recorded too.

Writing that @pg made merge fail on a command line holding a tab or a
non-ASCII character, as every other command already did: the SAM spec
limits header values to printable ASCII and noodles refuses to write
anything else. build_program_record now passes the command line through
header_safe_value, which turns tabs, newlines and carriage returns into
spaces (as samtools does for tabs) and escapes any other such character
as \u{..}, so a @pg is always writable for every command.

Tests pin the @pg for inputs with no programs, a single input, a PP
chain, inputs that already carry an fgumi @pg (identical or renamed),
and a recorded command line containing a tab; the end-to-end header
assertions now include it. header_safe_value has unit tests, and a
@pg built from an unprintable command line is written successfully.
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nh13 deployed to github-actions October 10, 2026 21:18 — with GitHub Actions Active
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nh13 enabled auto-merge October 10, 2026 21:18
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nh13 added this pull request to the merge queue Oct 10, 2026
Merged via the queue into main with commit cf9c003 Oct 10, 2026
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nh13 deleted the nh/merge-rename-conflicting-rg-pg branch October 10, 2026 21:35
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