usher-exploring/.planning/phases/01-data-infrastructure/01-04-SUMMARY.md

---
phase: 01-data-infrastructure
plan: 04
subsystem: integration
tags: [cli, integration, wiring, testing, click]
dependency_graph:
  requires:
    - phase: 01-01
      provides: ["Python package scaffold", "Pydantic v2 config system", "CachedAPIClient"]
    - phase: 01-02
      provides: ["Gene universe definition", "Batch ID mapper", "Validation gates"]
    - phase: 01-03
      provides: ["DuckDB checkpoint-restart storage", "Provenance tracking"]
  provides:
    - CLI entry point with setup and info commands
    - Full infrastructure integration (config -> fetch -> map -> validate -> persist -> provenance)
    - Checkpoint-restart capability for expensive operations
    - Integration test suite verifying cross-module wiring
  affects:
    - All future pipeline operations (CLI is primary interface)
tech_stack:
  added:
    - click for CLI framework
  patterns:
    - Click command group with global options (--config, --verbose)
    - Colored CLI output with status indicators
    - Context manager for resource cleanup
    - Mock-based integration testing
key_files:
  created:
    - src/usher_pipeline/cli/__init__.py: CLI package exports
    - src/usher_pipeline/cli/main.py: Click command group with info command
    - src/usher_pipeline/cli/setup_cmd.py: Setup command orchestrating full flow
    - tests/test_integration.py: 6 integration tests
    - .gitignore: Data files, build artifacts, provenance exclusions
  modified:
    - pyproject.toml: Fixed CLI entry point to usher_pipeline.cli.main:cli
decisions:
  - decision: "Click for CLI framework"
    rationale: "Standard Python CLI library with excellent UX features (colored output, help generation, subcommands)"
    alternatives: ["argparse (rejected - verbose)", "typer (rejected - less mature)"]
  - decision: "Setup command uses checkpoint-restart pattern"
    rationale: "Gene universe fetch can take minutes; checkpoint enables fast restart without re-fetching"
    impact: "Setup detects existing DuckDB tables and skips re-fetch unless --force flag used"
  - decision: "Mock mygene in integration tests"
    rationale: "Avoids external API dependency, ensures reproducible tests, faster execution"
    impact: "All 6 integration tests run in <1s with mocked responses"
metrics:
  duration_minutes: 5
  tasks_completed: 2
  files_created: 5
  files_modified: 1
  tests_added: 6
  commits: 2
  completed_date: "2026-02-11"
---

# Phase 01 Plan 04: CLI Integration and End-to-End Testing Summary

**One-liner:** Click-based CLI with setup command orchestrating full infrastructure flow (config -> fetch gene universe -> map IDs -> validate -> DuckDB persistence -> provenance) and 6 integration tests verifying cross-module wiring with mocked APIs.

## What Was Built

Wired all infrastructure modules together with a CLI interface and integration tests:

1. **CLI Entry Point**
   - Click command group with global options (--config, --verbose)
   - `info` command: displays pipeline version, config hash, data source versions, paths, API config
   - `setup` command: orchestrates full infrastructure flow
   - Colored output with status indicators (green=OK, yellow=warn, red=fail)
   - Entry point: `usher-pipeline` binary installed with package

2. **Setup Command Flow**
   - Load config from YAML
   - Create PipelineStore and ProvenanceTracker from config
   - Check for existing checkpoint (gene_universe table in DuckDB)
   - If checkpoint exists and no --force: skip fetch, display summary
   - If no checkpoint or --force:
     - Fetch protein-coding genes from mygene (19k-22k genes)
     - Validate gene universe (count, format, duplicates)
     - Map Ensembl IDs to HGNC + UniProt via batch queries
     - Validate mapping quality (min 90% HGNC success rate)
     - Save to DuckDB as gene_universe table
     - Record provenance steps
     - Save provenance sidecar JSON
   - Display summary with counts, rates, paths

3. **Integration Test Suite**
   - 6 tests verifying module wiring with mocked mygene API:
     - `test_config_to_store_roundtrip`: config -> PipelineStore -> save/load
     - `test_config_to_provenance`: config -> ProvenanceTracker -> sidecar
     - `test_full_setup_flow_mocked`: full setup with 5 mocked genes
     - `test_checkpoint_skip_flow`: verify checkpoint-restart skips re-fetch
     - `test_setup_cli_help`: CLI help output verification
     - `test_info_cli`: info command with config display
   - All tests use tmp_path fixtures for isolation
   - No external API calls (mocked mygene responses)

4. **.gitignore**
   - Excludes data/, *.duckdb, *.duckdb.wal
   - Python artifacts: __pycache__, *.pyc, *.egg-info, dist/, build/
   - Testing: .pytest_cache/, .coverage, htmlcov/
   - Provenance files (not in data/)
   - Virtual environment: .venv/

## Tests

**50 tests total (49 passed, 1 skipped):**

### Integration Tests (6 tests, all passed)
- `test_config_to_store_roundtrip`: Load config, create store, save/load DataFrame, verify roundtrip
- `test_config_to_provenance`: Load config, create provenance, record steps, save/load sidecar, verify config_hash
- `test_full_setup_flow_mocked`: Full setup flow with mocked mygene (5 genes), verify DuckDB table, provenance
- `test_checkpoint_skip_flow`: Create checkpoint, verify second run skips fetch
- `test_setup_cli_help`: CLI help shows --force and checkpoint info
- `test_info_cli`: Info command displays version, config hash, data sources

### All Tests Summary
- Config tests: 5 passed
- API client tests: 5 passed
- Gene mapping tests: 15 passed
- Persistence tests: 12 passed, 1 skipped (pandas)
- Integration tests: 6 passed

## Verification Results

All plan verification steps passed:

```bash
# 1. All tests pass
$ pytest tests/ -v
========================= 49 passed, 1 skipped, 1 warning in 0.42s =========================

# 2. CLI help works
$ usher-pipeline --help
Usage: usher-pipeline [OPTIONS] COMMAND [ARGS]...
Commands:
  info   Display pipeline information and configuration summary.
  setup  Initialize pipeline data infrastructure.

# 3. Info command works
$ usher-pipeline info
Usher Pipeline v0.1.0
Config: config/default.yaml
Config Hash: ddbb5195738ac354...
Data Source Versions:
  Ensembl Release: 113
  gnomAD Version:  v4.1
  GTEx Version:    v8
  HPA Version:     23.0
```

## Deviations from Plan

None - plan executed exactly as written.

## Task Execution Log

### Task 1: Create CLI entry point with setup command
**Status:** Complete
**Duration:** ~3 minutes
**Commit:** f33b048

**Actions:**
1. Created src/usher_pipeline/cli/ package
2. Implemented main.py with click command group:
   - Global options: --config (default config/default.yaml), --verbose
   - info command: displays version, config hash, data sources, paths, API config
   - Registers setup command
3. Implemented setup_cmd.py with full orchestration:
   - Load config, create store/provenance
   - Checkpoint detection: has_checkpoint('gene_universe')
   - Fetch gene universe (mygene) with count validation
   - Map IDs (Ensembl -> HGNC + UniProt) with batch queries
   - Validate mapping (min 90% HGNC success rate)
   - Save to DuckDB with provenance sidecar
   - Colored output with status indicators
   - Resource cleanup in finally block
4. Updated pyproject.toml: fixed entry point to usher_pipeline.cli.main:cli
5. Created .gitignore with data/, *.duckdb, build artifacts

**Files created:** 5 files (cli/__init__.py, main.py, setup_cmd.py, .gitignore, modified pyproject.toml)

**Key features:**
- Checkpoint-restart: skips expensive fetch if data exists
- Validation gates: enforces data quality thresholds
- Provenance tracking: captures all setup steps
- Colored CLI output with clear status messages

### Task 2: Create integration tests verifying module wiring
**Status:** Complete
**Duration:** ~2 minutes
**Commit:** e4d71d0

**Actions:**
1. Created tests/test_integration.py with 6 tests
2. Mock data setup:
   - MOCK_GENES: 5 Ensembl IDs
   - MOCK_MYGENE_QUERY_RESPONSE: 5 genes with symbols
   - MOCK_MYGENE_QUERYMANY_RESPONSE: 5 genes with HGNC + UniProt
3. Test fixtures:
   - test_config: creates temp config with tmp_path for isolation
4. Integration tests:
   - Config -> PipelineStore -> save/load roundtrip
   - Config -> ProvenanceTracker -> sidecar creation
   - Full setup flow with mocked mygene (fetch, map, validate, save, provenance)
   - Checkpoint-restart verification
   - CLI help and info commands
5. All tests pass with mocked API (no external dependencies)

**Files created:** 1 file (test_integration.py)

**Key features:**
- Mocked mygene API calls (no rate limits, reproducible)
- Temporary paths for isolation (no pollution)
- Verifies cross-module wiring works correctly
- Fast execution (<1s for all 6 tests)

## Success Criteria Verification

- [x] CLI entry point works with setup and info subcommands
- [x] Setup command wires together all infrastructure: config loading, gene universe fetch, ID mapping, validation, DuckDB storage, provenance tracking
- [x] Checkpoint-restart works: existing DuckDB data skips re-downloading
- [x] All integration tests pass verifying cross-module wiring
- [x] Full test suite (all files) passes: `pytest tests/ -v` (49 passed, 1 skipped)

## Must-Haves Verification

**Truths:**
- [x] CLI entry point 'usher-pipeline' is available after package install with setup and info subcommands
- [x] Running 'usher-pipeline setup' loads config, fetches gene universe, maps IDs, validates mappings, and saves to DuckDB with provenance
- [x] All infrastructure modules work together end-to-end: config -> gene mapping -> persistence -> provenance
- [x] Pipeline can restart from checkpoint: if gene_universe checkpoint exists in DuckDB, setup skips re-fetching

**Artifacts:**
- [x] src/usher_pipeline/cli/main.py provides "CLI entry point with click command group" containing "def cli"
- [x] src/usher_pipeline/cli/setup_cmd.py provides "Setup command wiring config, gene mapping, persistence, provenance" containing "def setup"
- [x] tests/test_integration.py provides "Integration tests verifying module wiring" containing "test_"

**Key Links:**
- [x] src/usher_pipeline/cli/setup_cmd.py -> src/usher_pipeline/config/loader.py via "loads pipeline config from YAML" (pattern: `load_config`)
- [x] src/usher_pipeline/cli/setup_cmd.py -> src/usher_pipeline/gene_mapping/mapper.py via "maps gene IDs using GeneMapper" (pattern: `GeneMapper`)
- [x] src/usher_pipeline/cli/setup_cmd.py -> src/usher_pipeline/persistence/duckdb_store.py via "saves results to DuckDB with checkpoint" (pattern: `PipelineStore`)
- [x] src/usher_pipeline/cli/setup_cmd.py -> src/usher_pipeline/persistence/provenance.py via "tracks provenance for setup step" (pattern: `ProvenanceTracker`)
- [x] src/usher_pipeline/cli/main.py -> src/usher_pipeline/cli/setup_cmd.py via "registers setup as click subcommand" (pattern: `cli\.add_command`)

## Impact on Roadmap

**Phase 01 Data Infrastructure Complete:**

All 4 plans in Phase 01 are now complete:
- 01-01: Python package scaffold, config system, base API client
- 01-02: Gene ID mapping and validation
- 01-03: DuckDB persistence and provenance tracking
- 01-04: CLI integration and end-to-end testing

**Ready for Phase 02 (Evidence Layer Ingestion):**
- CLI provides interface for running pipeline operations
- Config system defines data source versions
- Gene universe can be fetched and validated
- ID mapping handles Ensembl -> HGNC + UniProt
- DuckDB checkpoint-restart enables incremental processing
- Provenance tracking captures all processing steps
- Integration tests prove modules work together

## Next Steps

Phase 02 will add evidence layer ingestion commands to the CLI:
- `usher-pipeline fetch gnomad` - download gnomAD data
- `usher-pipeline fetch expression` - download GTEx/HPA data
- `usher-pipeline fetch annotations` - download GO/HPO annotations

Each command will use the same checkpoint-restart pattern established in setup.

## Self-Check: PASSED

**Files verified:**
```bash
FOUND: /Users/gbanyan/Project/usher-exploring/src/usher_pipeline/cli/__init__.py
FOUND: /Users/gbanyan/Project/usher-exploring/src/usher_pipeline/cli/main.py
FOUND: /Users/gbanyan/Project/usher-exploring/src/usher_pipeline/cli/setup_cmd.py
FOUND: /Users/gbanyan/Project/usher-exploring/tests/test_integration.py
FOUND: /Users/gbanyan/Project/usher-exploring/.gitignore
```

**Commits verified:**
```bash
FOUND: f33b048 (Task 1)
FOUND: e4d71d0 (Task 2)
```

All files and commits exist as documented.