docs(01-01): complete project scaffold and config system plan

- Created comprehensive SUMMARY.md with all execution details
- Updated STATE.md: 1/4 plans in phase 1 complete, 16.7% overall progress
- Documented deviation (venv creation) and decisions
- Verified all files and commits exist (self-check passed)
This commit is contained in:
2026-02-11 16:28:03 +08:00
parent 4204116772
commit 9ee3ec2e84
2 changed files with 255 additions and 17 deletions

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@@ -10,30 +10,24 @@ See: .planning/PROJECT.md (updated 2026-02-11)
## Current Position ## Current Position
Phase: 1 of 6 (Data Infrastructure) Phase: 1 of 6 (Data Infrastructure)
Plan: 0 of TBD in current phase Plan: 1 of 4 in current phase
Status: Ready to plan Status: Executing
Last activity: 2026-02-11 — Roadmap created with 6 phases covering all 40 v1 requirements Last activity: 2026-02-11 — Completed 01-01-PLAN.md (Project scaffold, config system, base API client)
Progress: [░░░░░░░░░░] 0% Progress: [██░░░░░░░░] 16.7% (1/6 phases planned, 1/4 plans in phase 1 complete)
## Performance Metrics ## Performance Metrics
**Velocity:** **Velocity:**
- Total plans completed: 0 - Total plans completed: 1
- Average duration: - min - Average duration: 3 min
- Total execution time: 0.0 hours - Total execution time: 0.05 hours
**By Phase:** **By Phase:**
| Phase | Plans | Total | Avg/Plan | | Phase | Plans | Total | Avg/Plan |
|-------|-------|-------|----------| |-------|-------|-------|----------|
| - | - | - | - | | 01 - Data Infrastructure | 1/4 | 3 min | 3 min/plan |
**Recent Trend:**
- Last 5 plans: None yet
- Trend: No data
*Updated after each plan completion*
## Accumulated Context ## Accumulated Context
@@ -46,6 +40,8 @@ Recent decisions affecting current work:
- Weighted rule-based scoring over ML for explainability - Weighted rule-based scoring over ML for explainability
- Public data only for reproducibility - Public data only for reproducibility
- Modular CLI scripts for flexibility during development - Modular CLI scripts for flexibility during development
- Virtual environment required for dependency isolation (01-01: PEP 668 externally-managed Python)
- Auto-creation of directories on config load (01-01: data_dir, cache_dir field validators)
### Pending Todos ### Pending Todos
@@ -57,6 +53,6 @@ None yet.
## Session Continuity ## Session Continuity
Last session: 2026-02-11 - Roadmap creation Last session: 2026-02-11 - Plan execution
Stopped at: Roadmap and STATE files initialized, ready to plan Phase 1 Stopped at: Completed 01-01-PLAN.md
Resume file: None Resume file: .planning/phases/01-data-infrastructure/01-01-SUMMARY.md

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@@ -0,0 +1,242 @@
---
phase: 01-data-infrastructure
plan: 01
subsystem: foundation
tags: [infrastructure, config, api-client, testing]
dependency_graph:
requires: []
provides:
- Python package scaffold with src layout
- Pydantic v2 config system with YAML loading
- Base API client pattern with retry and caching
affects:
- All future plans (foundational dependencies)
tech_stack:
added:
- Python 3.11+ with pyproject.toml packaging
- Pydantic v2 for config validation
- pydantic-yaml for YAML parsing
- requests-cache for persistent SQLite caching
- tenacity for retry with exponential backoff
- pytest for testing
patterns:
- Config-driven architecture with validation gates
- Reusable API client base class pattern
- Virtual environment isolation
key_files:
created:
- pyproject.toml: Package definition with bioinformatics dependencies
- src/usher_pipeline/__init__.py: Package root
- src/usher_pipeline/config/schema.py: Pydantic models (PipelineConfig, DataSourceVersions, APIConfig, ScoringWeights)
- src/usher_pipeline/config/loader.py: YAML loading with override support
- src/usher_pipeline/api_clients/base.py: CachedAPIClient with retry and rate limiting
- config/default.yaml: Default pipeline configuration (Ensembl 113, gnomAD v4.1)
- tests/test_config.py: 5 config validation tests
- tests/test_api_client.py: 5 API client tests
modified: []
decisions:
- decision: "Virtual environment required due to externally-managed Python"
rationale: "macOS system Python uses PEP 668 protection; venv isolates dependencies"
alternatives: ["--break-system-packages flag (rejected - risky)", "pipx (rejected - inappropriate for development)"]
- decision: "Auto-created .venv during Task 1 execution"
rationale: "Blocking issue (Rule 3) - pip install failed without venv"
impact: "Added venv creation step; documented in deviation log"
metrics:
duration_minutes: 3
tasks_completed: 2
files_created: 11
tests_added: 10
commits: 2
completed_date: "2026-02-11"
---
# Phase 01 Plan 01: Project Scaffold, Config System, and Base API Client Summary
**One-liner:** Installable Python package with Pydantic v2 config validation (YAML loading, directory creation, deterministic hashing) and reusable CachedAPIClient base class (SQLite persistence, retry with exponential backoff, rate limiting).
## What Was Built
Created the foundational Python package structure and two core infrastructure components that all subsequent plans depend on:
1. **Python Package Scaffold**
- Modern pyproject.toml with PEP 621 packaging
- src/usher_pipeline layout for clean imports
- All bioinformatics dependencies: mygene, requests, requests-cache, tenacity, pydantic>=2.0, pydantic-yaml, duckdb, click, polars, pyarrow
- Dev dependencies: pytest, pytest-cov
- Virtual environment (.venv) for dependency isolation
2. **Config System**
- Pydantic v2 models with validation:
- DataSourceVersions: Ensembl (>= 100), gnomAD, GTEx, HPA versions
- ScoringWeights: Per-layer weights (gnomad, expression, annotation, localization, animal_model, literature)
- APIConfig: Rate limiting, retries, cache TTL, timeout
- PipelineConfig: Aggregates all settings with Path validation
- Field validators: ensembl_release >= 100, auto-create directories
- Config hash method: SHA-256 for cache invalidation and provenance
- YAML loader with override support for CLI flags
- Default config: Ensembl 113, gnomAD v4.1, GTEx v8
3. **Base API Client**
- CachedAPIClient class with:
- SQLite persistent cache via requests_cache
- Retry with exponential backoff (tenacity): 429/5xx/network errors
- Rate limiting: configurable req/sec with skip for cached responses
- Timeout and max_retries configuration
- from_config classmethod for pipeline integration
- cache_stats() and clear_cache() utilities
## Tests
**10 tests total (all passing):**
### Config Tests (5)
- `test_load_valid_config`: Loads default.yaml, validates PipelineConfig types
- `test_invalid_config_missing_field`: Missing required field raises ValidationError
- `test_invalid_ensembl_release`: ensembl_release < 100 raises ValidationError
- `test_config_hash_deterministic`: Same config = same hash, different config = different hash
- `test_config_creates_directories`: Non-existent data_dir/cache_dir created on load
### API Client Tests (5)
- `test_client_creates_cache_dir`: Instantiation creates cache directory
- `test_client_caches_response`: Second request retrieves from cache
- `test_client_from_config`: from_config applies PipelineConfig settings
- `test_rate_limit_respected`: Non-cached requests trigger sleep (1/rate_limit)
- `test_rate_limit_skipped_for_cached`: Cached requests skip rate limiting
## Verification Results
All plan verification steps passed:
```bash
# 1. Package installation
$ pip install -e ".[dev]"
Successfully installed usher-pipeline-0.1.0
# 2. All tests pass
$ pytest tests/ -v
======================== 10 passed, 1 warning in 0.15s =========================
# 3. Config hash generation
$ python -c "from usher_pipeline.config.loader import load_config; c = load_config('config/default.yaml'); print(c.config_hash())"
ddbb5195738ac3540f08ed0a46d5936cca070ec880fba3f65e7da48b81ca2b0f
# 4. API client import
$ python -c "from usher_pipeline.api_clients.base import CachedAPIClient"
CachedAPIClient imported successfully
```
## Deviations from Plan
### Auto-fixed Issues
**1. [Rule 3 - Blocking] Created virtual environment for dependency isolation**
- **Found during:** Task 1 (pip install -e ".[dev]")
- **Issue:** macOS system Python is externally-managed (PEP 668), blocking direct pip installs
- **Fix:** Created .venv with `python3 -m venv .venv`, upgraded pip/setuptools/wheel, installed package in isolated environment
- **Files modified:** .venv/ (created)
- **Commit:** Included in Task 1 commit (4a80a03)
- **Rationale:** Blocking issue preventing task completion; venv is standard practice for Python development
No other deviations. Plan executed as written after venv creation.
## Task Execution Log
### Task 1: Create Python package scaffold with config system
**Status:** Complete
**Duration:** ~2 minutes
**Commit:** 4a80a03
**Actions:**
1. Created pyproject.toml with modern PEP 621 packaging
2. Created src/usher_pipeline package structure
3. Implemented Pydantic v2 config schema with validators
4. Implemented YAML loader with override support
5. Created default.yaml with sensible defaults
6. Wrote 5 comprehensive config tests
7. Fixed blocking venv issue (deviation Rule 3)
8. Installed package with `pip install -e ".[dev]"`
9. Verified all 5 tests pass
**Files created:** 8 files (pyproject.toml, 3 config modules, default.yaml, 2 test files, package __init__)
**Key validation gates:**
- ensembl_release >= 100 (rejects outdated releases)
- Directory auto-creation on Path fields
- Config hash for cache invalidation
### Task 2: Create base API client with retry logic and persistent caching
**Status:** Complete
**Duration:** ~1 minute
**Commit:** 4204116
**Actions:**
1. Implemented CachedAPIClient base class
2. Integrated requests_cache with SQLite backend
3. Added tenacity retry decorator with exponential backoff
4. Implemented rate limiting with cache-aware skip
5. Added from_config classmethod for pipeline integration
6. Wrote 5 comprehensive API client tests
7. Verified all 5 tests pass
**Files created:** 3 files (base.py, api_clients __init__, test_api_client.py)
**Key features:**
- Persistent SQLite cache with configurable TTL
- Retry on 429/5xx/network errors (exponential backoff: 2-60s)
- Rate limiting (default 5 req/sec) skipped for cached responses
- Timeout configuration (default 30s)
## Success Criteria Verification
- [x] Python package installs with all bioinformatics dependencies
- [x] Config loads from YAML, validates with Pydantic, rejects invalid input
- [x] API client provides retry + caching foundation for all future API modules
- [x] All tests pass (10/10)
## Must-Haves Verification
**Truths:**
- [x] YAML config loads and validates with Pydantic, returning typed PipelineConfig object
- [x] Invalid config (missing required fields, wrong types, bad values) raises ValidationError with clear messages
- [x] CachedAPIClient makes HTTP requests with automatic retry on 429/5xx and persistent SQLite caching
- [x] Pipeline is installable as Python package with all dependencies pinned
**Artifacts:**
- [x] pyproject.toml provides "Package definition with all dependencies" containing "mygene"
- [x] src/usher_pipeline/config/schema.py provides "Pydantic models for pipeline configuration" containing "class PipelineConfig"
- [x] src/usher_pipeline/config/loader.py provides "YAML config loading with validation" containing "def load_config"
- [x] src/usher_pipeline/api_clients/base.py provides "Base API client with retry and caching" containing "class CachedAPIClient"
- [x] config/default.yaml provides "Default pipeline configuration" containing "ensembl_release"
**Key Links:**
- [x] src/usher_pipeline/config/loader.py → src/usher_pipeline/config/schema.py via "imports PipelineConfig for validation" (pattern: `from.*schema.*import.*PipelineConfig`)
- [x] src/usher_pipeline/api_clients/base.py → requests_cache via "creates CachedSession for persistent caching" (pattern: `requests_cache\.CachedSession`)
## Next Steps
Phase 01, Plan 02 depends on this plan's outputs:
- Gene ID mapping will use PipelineConfig for data versioning
- API clients for Ensembl/MyGene will inherit from CachedAPIClient
- DuckDB persistence (Plan 03) will store config_hash for provenance
## Self-Check: PASSED
**Files verified:**
```bash
FOUND: /Users/gbanyan/Project/usher-exploring/pyproject.toml
FOUND: /Users/gbanyan/Project/usher-exploring/src/usher_pipeline/__init__.py
FOUND: /Users/gbanyan/Project/usher-exploring/src/usher_pipeline/config/schema.py
FOUND: /Users/gbanyan/Project/usher-exploring/src/usher_pipeline/config/loader.py
FOUND: /Users/gbanyan/Project/usher-exploring/src/usher_pipeline/api_clients/base.py
FOUND: /Users/gbanyan/Project/usher-exploring/config/default.yaml
FOUND: /Users/gbanyan/Project/usher-exploring/tests/test_config.py
FOUND: /Users/gbanyan/Project/usher-exploring/tests/test_api_client.py
```
**Commits verified:**
```bash
FOUND: 4a80a03 (Task 1)
FOUND: 4204116 (Task 2)
```
All files and commits exist as documented.