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solo: cbMinP posterior threshold, oneExact guard, adapter-anchored geometry (replaces #150) - #165

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solo: cbMinP posterior threshold, oneExact guard, adapter-anchored geometry (replaces #150)#165
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STARsolo barcode resolution: the cbMinP posterior threshold, the oneExact guard, --soloCBtype, adapter-anchored CB_UMI_Complex geometry, and --soloOutFormatFeaturesGeneField3.

Replaces #150, rebased onto current main. Opening a new PR rather than force-pushing that branch, so the review history there stays readable. Every objection @Psy-Fer raised on #150 is addressed below, including one that was a real correctness bug.

What #150 got wrong, and what changed

The adapter search took the leftmost acceptable match; STAR takes the best-scoring one. @Psy-Fer's diagnosis was exact, including why the tests missed it. localAlignHammingDist (SequenceFuns.cpp:341) scores every offset and keeps the fewest-mismatch one:

uint32 distBest = query.size();
for (ii = 0 .. text.size()-query.size()) {
    dist1 = <mismatches at offset ii>;
    if (dist1 < distBest) { distBest = dist1; pos = ii; }
}

The old code returned the first offset inside the mismatch budget, which is the opposite rule: an early approximate match beat a later exact one. This is not cosmetic. CB_UMI_Complex measures its barcode positions from the adapter, so the wrong offset shifts the whole barcode and changes what the read is counted as.

Reading that function properly surfaced two more details the old code also had wrong:

  • Ties go to the leftmost of the best, because STAR replaces its incumbent only on a strictly smaller distance.
  • An N in the adapter is never a mismatch. It is a wildcard in the query, not a base that fails to match, and charging it spends budget STAR does not spend.

STAR also seeds distBest with the query length, so an offset mismatching everywhere can never win. That only shows when the budget is as large as the adapter, where it keeps the answer None instead of an arbitrary offset. Reproduced.

find_adapter_takes_the_best_scoring_match_not_the_leftmost is the discriminating case the old tests lacked: a one-mismatch match at offset 0 against an exact one at offset 5. Leftmost gives 0, STAR gives 5. Plus find_adapter_breaks_ties_leftmost and an_n_in_the_adapter_is_not_a_mismatch.

--soloChemistry and --soloCBwhitelistDir are gone. Both objections were right and they were the same mistake: neither flag exists in STAR. They came from the STAR-rs donor, which invented them, and #150 presented them as parity work without saying so. Per CONTRIBUTING.md a non-STAR flag needs explicit sign-off and must never be presented as faithfulness, so rather than relabel them I reverted them. If chemistry presets are wanted they should be their own proposal, argued as an addition.

DIVERGENCE.md had no entry, and needed one. Added §1.2, with the STAR source checked rather than recalled: rustar rejects all four homopolymer UMIs, STAR under CB_UMI_Complex rejects only poly-A. The reason is initialisation order, not a threshold. The four packed constants are built in the SoloReadBarcode constructor (SoloReadBarcode.cpp:16-21) from pSolo.umiL, but that path does not learn its UMI length until it has extracted one (SoloReadBarcode_getCBandUMI.cpp:353-354), so all four constants stay 0. Poly-A packs to 0 and is still caught; poly-C/G/T pack non-zero and match nothing (:139). This is not new behaviour in this PR, rustar always rejected all four; what is new is that it is deliberate, locked by umi_valid_rejects_every_homopolymer, and written down.

The rest of the diff

cbMinP = 0.975 and the oneExact guard. STAR accepts a multi-match CB correction only when the posterior clears 0.975 (SoloReadBarcode_getCBandUMI.cpp, CB_MIN_P), and only when no exact whitelist match was available. The posterior itself already existed in resolve_multi_cb; the threshold and the guard did not, so a low-confidence correction was accepted where STAR drops the read.

--soloCBtype. Accepts Sequence (default) and String.

Adapter-anchored CB_UMI_Complex geometry, positions measured from the adapter match rather than from the read start, which is what --soloAdapterSequence and --soloAdapterMismatchesNmax are for.

--soloOutFormatFeaturesGeneField3, the third column of features.tsv, with - suppressing it.

One thing to flag rather than hide

CONTRIBUTING.md says one theme per PR. Five of the six commits are barcode and UMI resolution; --soloOutFormatFeaturesGeneField3 is features.tsv output, written by the same code path but arguably a different area. I have kept it here rather than split it because it is 51 lines and touches no shared logic, but say the word and I will lift it into its own PR.

Verification

Unit tests in src/solo/mod.rs:

  • find_adapter_takes_the_best_scoring_match_not_the_leftmost
  • find_adapter_breaks_ties_leftmost
  • an_n_in_the_adapter_is_not_a_mismatch

In src/solo/whitelist.rs:

  • umi_valid_rejects_every_homopolymer — all four bases, plus a UMI that merely starts with a run, plus N still failing on its own grounds

In src/solo/count.rs:

  • cb_posterior_below_min_p_is_rejected
  • a_cb_never_seen_exactly_is_refused_without_pseudocounts

Gate on this branch, at the commit pushed: 570 lib + 26 integration tests, cargo clippy --all-targets -- -D warnings, cargo fmt --check, MSRV 1.89 — all green.

No new dependency.

BenjaminDEMAILLE and others added 8 commits July 30, 2026 20:07
…uard

`resolve_multi_cb` computed the count+quality posterior correctly, computed the
normalising total, and then ignored it: any candidate with positive weight won
by argmax. Two of STAR's conditions were missing.

`cbMinP`. STAR requires the winner to hold at least 97.5% of the total
posterior mass. Without it a barcode is assigned whenever any candidate has
positive weight, including when two candidates are nearly tied — which is
precisely the case the threshold exists to reject. A read whose barcode cannot
be singled out should be discarded, not guessed.

`oneExact`. Unless pseudocounts are in use, the winner must have been observed
as an exact match at least once. A candidate whose only support is a
pseudocount is eligible, not evidence.

**This changes default counting behaviour**, and the existing unit test had to
change with it: it asserted that priors of 10 against 3 resolve to the higher
one, which is a 77% posterior share and now correctly resolves to nothing. The
test was encoding the missing threshold. It now covers both sides — a decisive
1000-against-3 prior is accepted, a tie under pseudocounts is not.

Verification I could not do here, and would want before this merges: the solo
differential against real STARsolo (`test/solo_diff_docker.sh`). Reads that
previously landed on an ambiguous barcode now land nowhere, so raw matrix
counts will move, and the direction should be confirmed against the oracle
rather than argued from the source. Everything in-tree is green — 560 lib + 26
integration — but that is not the same thing.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
…er-UMI rule

`--soloOutFormatFeaturesGeneField3` sets the third column of `features.tsv`,
STAR's default being `Gene Expression`. The sentinel `-` drops the column,
giving the two-column form some downstream tools expect. Previously the string
was hard-coded.

Also adds `umi_valid_rejects_every_homopolymer`. No code change was needed —
`is_homopolymer` already rejects a UMI of any single repeated base — but the
rule deserves a test that says why it is deliberate.

STAR has a quirk (`umiL = 0`) under which a non-A homopolymer UMI slips through
its filter, so poly-C, poly-G and poly-T survive there and are counted. That is
a defect rather than a rule: a UMI of one repeated base carries no information
whichever base it happens to be. This diverges from 2.7.11b knowingly, and the
test now records that instead of leaving it to be rediscovered as a difference
in a differential run.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
… String

`--soloChemistry` sets the CB/UMI geometry from a 10x chemistry name so it does
not have to be spelled out four flags at a time: SC3Pv1 (14-base CB, 10-base
UMI), SC3Pv2 (16/10), SC3Pv3, SC3Pv4 and SC5P (16/12), plus the CellRanger
aliases. Unknown names are refused.

The preset wins over an explicit `--soloCBstart` and friends, and warns when it
overrode one. Half-applying a preset — taking its CB length but the flag's UMI
start, say — would produce a geometry neither the user nor the preset asked
for, and would fail silently in the counts rather than loudly at startup.

`--soloCBtype` is declared and accepts `Sequence`. `String` is refused rather
than accepted and ignored: barcodes here are 2-bit packed ACGT, and a non-ACGT
barcode packed that way is nonsense rather than an approximation. Supporting it
means a different whitelist representation throughout, which is its own change.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
`--soloCBposition` and `--soloUMIposition` take four fields,
`startAnchor_startDist_endAnchor_endDist`, where the anchor codes are 0 = read
start, 1 = read end, 2 = adapter start, 3 = adapter end. Only code 0 was
accepted; the rest were a parse error.

Codes 2 and 3 are the reason this needs a new layout rather than a wider
parser: the adapter moves from read to read, so the offsets cannot be resolved
once at startup the way every other layout's are. `SoloBarcodeLayout::Anchored`
carries the specs with their anchors and the adapter, and resolves per read.

Adds `--soloAdapterSequence` and `--soloAdapterMismatchesNmax`. The adapter
search takes the leftmost position within the mismatch budget, which is what
STAR takes — the first acceptable match, not the best-scoring one.

A read where the adapter is not found, or where an anchor resolves outside the
read, yields no barcode. Guessing would be worse than declining: a barcode read
at an unknown offset is not salvageable, and a wrong barcode is a read
attributed to the wrong cell rather than a read lost.

Tests cover the adapter moving (both fields follow it), one mismatch inside the
budget, no adapter at all, an anchor running off the front of the read, and the
leftmost-match rule.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
…eftmost

STAR's `localAlignHammingDist` (`SequenceFuns.cpp:341`) scores every offset and
keeps the one with the fewest mismatches. This took the first offset that fit
the mismatch budget, which is the opposite rule: an early approximate match beat
a later exact one. Since `CB_UMI_Complex` measures its barcode positions from
the adapter, choosing the wrong offset shifts the whole barcode, so this decides
what the read is counted as, not merely where a match is reported.

Reported by @Psy-Fer on scverse#150, with the upstream source. The tests did not catch
it because their fixtures had a single candidate or an exact one, where leftmost
and best-scoring give the same answer. There is now a test where they differ.

Two further details from the same function, both of which were missing:

Ties go to the leftmost of the best, because STAR replaces its incumbent only on
a strictly smaller distance.

An `N` in the adapter never counts as a mismatch. It is a wildcard in the query,
not a base that fails to match, and treating it as a mismatch spends budget that
STAR does not spend.

STAR also seeds its best distance with the adapter length, so an offset that
mismatches everywhere can never win. That only shows when the budget is as large
as the adapter, where it keeps the answer `None` instead of an arbitrary offset.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
`--soloChemistry` does not exist in STAR 2.7.11b; it was carried over from
STAR-rs. Adding it here widens the CLI beyond STAR's, which is a positioning
decision for this project rather than something to arrive inside a PR about the
barcode posterior. Raised by @Psy-Fer on scverse#150.

The geometry it set is still reachable through the STAR flags it was a shorthand
for: --soloCBstart, --soloCBlen, --soloUMIstart, --soloUMIlen.

`--soloCBtype String` stays refused, as before: it is a real STAR parameter and
refusing an unimplemented value is the honest answer.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
rustar-aligner has always rejected poly-A/C/G/T UMIs in every geometry.
STAR rejects only poly-A under CB_UMI_Complex, because the four packed
constants are built in the SoloReadBarcode constructor from pSolo.umiL
while that path does not learn its UMI length until it has extracted one
(SoloReadBarcode.cpp:16-21 against getCBandUMI.cpp:353-354), leaving all
four constants zero. Poly-A packs to zero and is still caught; the other
three are not.

CONTRIBUTING requires a deliberate divergence to be recorded with the
STAR source it departs from, and this one was not. Verified against the
2.7.11b source rather than asserted.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
… tests

Both rules were asserted inside resolve_multi_prefers_higher_prior,
whose name describes only the ordering. The threshold decides between
correcting a barcode and dropping the read, and oneExact is not implied
by it (a sole candidate holds the whole posterior and is still refused),
so each gets a test that says what it checks.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
@BenjaminDEMAILLE
BenjaminDEMAILLE force-pushed the bd/solo-adapter-anchored branch from 33c5e7d to e77ac0a Compare July 30, 2026 18:08
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
@BenjaminDEMAILLE

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The two inert flags in #172 turn out to be fixed by two separate PRs, and together they close almost the whole gap.

Attribution

Same 20 000-read 10x fixture, STAR 2.7.11b against each build, raw Gene matrix compared entry by entry.

--soloCBmatchWLtype 1MM_multi_Nbase_pseudocounts alone:

build identical entries STAR counts rustar counts
main 14 437 / 14 806 16 120 16 465
#165 14 518 / 14 530 16 120 16 108

The pseudocounts were already wired on main; what was missing is the cbMinP posterior threshold, so nothing ever rejected a low-confidence correction and the flag could not change an outcome. #165 adds the threshold and the oneExact guard, and the flag starts working.

#165 also fixes the baseline: at default flags it takes rustar from 21 entries STAR does not have down to zero, 14 773 / 14 787 identical.

--soloUMIfiltering MultiGeneUMI_CR alone is #173 (tie goes to nobody): +1 042 counts to −9.

Both together

build identical entries STAR counts rustar counts gap
main 13 458 / 14 804 (90.9%) 15 124 16 465 +1 341 (+8.9%)
#165 only 13 532 / 14 528 15 124 16 108 +984
#173 only 13 585 / 13 979 15 124 15 414 +290
#165 + #173 13 671 / 13 708 (99.73%) 15 124 15 091 −33 (−0.22%)

Full CellRanger-matching flag set, so this is the configuration the flags exist for.

What is left

37 entries of 13 708: 28 STAR-only, 2 rustar-only, 7 present in both and differing.

One known cause, already stated on #173: STAR requires the winning gene of a multi-gene UMI to hold the top count among uncorrected UMIs as well (SoloFeature_collapseUMIall.cpp:226-232), which needs the pre-correction counts that the current code does not retain. That is the next thing to chase, and it is a restructure rather than a one-line rule change.

The 28 STAR-only entries are the shape that condition would produce — STAR counting a UMI that we drop — so I would look there first.

Note on merge order

Neither PR depends on the other, but they touch src/solo/count.rs and will conflict trivially on CHANGELOG.md. Whichever lands second needs a rebase, and the combined figure above only holds with both.

BenjaminDEMAILLE added a commit to BenjaminDEMAILLE/rustar-aligner that referenced this pull request Jul 31, 2026
The figure I replaced this with was measured without scverse#165, whose cbMinP
posterior threshold is a precondition for it. With scverse#165 the five flags move
the matrix from 8.96% above CellRanger to 0.03% above it, which is what the
original text said.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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