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feat: consolidate Phase 2 + Phase 3 — 213 tests, 89 lab-ready candidates, evidence certificates - #11

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feat/integrate-all-phases
Jun 27, 2026
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cschanhniem merged 20 commits into
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feat/integrate-all-phases

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Summary

This PR consolidates all Phase 2 PRs (#2–#10) into main and adds the complete Phase 3 candidate generation pipeline. It represents the first production-ready state of the OpenAMP Foundry.

Phase 2 — Benchmark Infrastructure (merged from PRs #2–#10)

  • Hidden-active recovery: Recall@k and enrichment factor against known positives
  • Negative-set robustness: Pipeline outperforms random vs poly-cationic, poly-hydrophobic, and degenerate negatives
  • Cluster split: Greedy single-linkage clustering prevents benchmark inflation from near-duplicate references
  • Contaminated reference detection: find_contaminated_references() flags reference sequences near-identical to test positives
  • Novelty pressure: Near-seed duplicates excluded; diverse novel sequences preferentially selected
  • Toxicity penalty: Extreme hydrophobicity (>0.65), extreme charge density (>0.55), long repeats (≥6) down-rank via safety scorer
  • Reproducibility: Two runs → identical JSONL order, scores, manifests; SHA-256 hashes in manifest
  • Ablation: Each scoring dimension contributes positively to ensemble
  • Benchmark leakage CLI: openamp-foundry bench leakage detects near-duplicate candidates vs references
  • Run manifest: Validates against schemas/run_manifest.schema.json

Phase 3 — Candidate Generation (new in this PR)

  • template_mutator.py: Conservative substitution generator (single-sub, double-sub, charge-enhanced); deterministic, no ML model
  • 5 AMP-like seed sequences in examples/sequences/amp_seeds.csv
  • 383 candidate variants generated (make generate, rng_seed=2024)
  • 89 candidates selected after passing all filters (length 8–35 aa, safety ≥ 0.60, novelty ≥ 0.05, ensemble ≥ computed threshold)
  • 89 evidence certificates validated against schemas/candidate.schema.json
  • Pre-registered selection rule locked in docs/SELECTION_RULE.md before generation
  • configs/phase3.yaml: Separate Phase 3 config (min_novelty=0.05, max_safety_risk=0.40)
  • make generate and make phase3 Makefile targets for full reproducible run
  • openamp-foundry generate-batch CLI command
  • 34 new tests for template_mutator (conservative substitution correctness, determinism, dedup, pool structure)

Test Coverage

  • 213 tests total, all passing
  • Lint clean (ruff)

End-to-End Verification

make test      # 213 passed
make demo      # 10 evidence certificates, run manifest
make phase3    # 383 generated → 89 selected, 89 certificates, manifest

Disclaimer

All scores are transparent baseline heuristics computed from physicochemical properties. No antimicrobial activity has been demonstrated in vitro or in vivo. Generated candidates are nominated for possible future expert review and wet-lab assay. The lab is the judge.

Test plan

  • make test — 213 tests pass
  • make demo — end-to-end pipeline, 10 certificates validated
  • make phase3 — 383 candidates generated, 89 selected, 89 certificates validated
  • make lint — ruff clean
  • Evidence certificates validate against schemas/candidate.schema.json
  • Run manifest validates against schemas/run_manifest.schema.json
  • Pre-registered selection rule documented in docs/SELECTION_RULE.md

…tion

- Add hydrophobic_moment() to physchem.py using Eisenberg (1984) consensus scale
  at 100°/residue helical projection; literature-cited correlate of AMP activity
- Expand activity_likeness_score() to incorporate amphipathicity (15% weight)
  with reduced charge/hydrophobicity weights to keep total at 1.0
- Add recall_at_k(), random_recall_at_k(), enrichment_factor(), benchmark_summary()
  to benchmark/evaluate.py with honest disclaimer in every output
- Add 'openamp-foundry bench baseline' CLI subcommand for pipeline vs random recall
- Add 'make bench-baseline' Makefile target
- 20 new tests: amphipathicity feature, hydrophobic moment edge cases,
  recall@k boundary conditions, enrichment factor, benchmark summary structure
- Add examples/benchmark/mixed_candidates.csv (20 sequences: 5 known-active AMPs
  + 15 non-AMP control sequences) for proper enrichment benchmarking
- Add examples/benchmark/active_labels.csv (5 known-active IDs matching above)
- Add make bench-hidden-active target using bench baseline CLI
- 12 new tests in test_hidden_active_recovery.py:
  - all positives rank in top half
  - recall@5 = 1.0 (perfect recovery)
  - enrichment factor >= 2.0 at k=5 (actual EF=4.0)
  - pipeline verdict correctly says 'outperforms random'
  - negatives score lower than positives on average
  - CLI integration test for bench baseline command
  - benchmark data integrity checks
- Pipeline achieves EF=4.0 at k=5: all 5 known AMPs recovered in top 5 of 20
  vs 25% expected from random — meets Phase 2 criterion from AGENTS.md
- Expand CI to validate evidence certificates, run leakage check, and gate
  on hidden-active EF >= 1.5 at k=5 (currently achieves 4.0)
- Add test_negative_penalization.py: 20 tests verifying that problematic
  sequences (extreme hydrophobicity, high-cysteine, purely negative charge,
  long repeat runs) score lower than known AMP-like sequences on activity,
  safety, and synthesis dimensions
- Fix all 10 ruff lint warnings (unused imports) across 7 files
- 89 tests passing, ruff clean
- Add build_batch_report() to pipeline.py — generates a machine-readable
  batch_report.json alongside the markdown report; validates against schema
- Expand batch_report.schema.json to require disclaimer, score_averages,
  and selected_ids fields
- Add test_ablation.py: 9 tests verifying that removing safety/novelty filters
  degrades selection quality (per AGENTS.md Phase 2 ablation requirement):
  - Novelty filter correctly excludes near-duplicates of references
  - Ablation of novelty filter causes near-duplicates to be selected (worse)
  - Safety filter excludes high-risk sequences; ablation includes them
  - Batch report JSON generated automatically alongside markdown
  - Batch report validates against batch_report.schema.json
  - Counts in batch report match actual output
  - Disclaimer field present and non-empty
- 98 tests passing, ruff clean
- Add cluster_by_similarity() and cluster_split() to splits.py: greedy
  single-linkage clustering groups near-duplicate sequences so benchmark
  reference and test sets are never contaminated by each other
- Add find_contaminated_references() to evaluate.py: identifies reference
  sequences that are near-duplicates of test positives (Phase 2 leakage check)
- Add recall_at_k(), random_recall_at_k(), enrichment_factor(),
  benchmark_summary() to evaluate.py (full benchmark evaluation suite)
- Add test_cluster_split.py: 21 tests covering clustering properties,
  split partitioning, contamination detection, and end-to-end enrichment
  verification — all 3 positives rank above negatives without references,
  confirming scoring is feature-based not reference-proximity-based
- Add examples/benchmark/cluster_split_{pool,refs}.csv test data
- Fix ruff F401 unused imports in pipeline.py, test_cli.py, test_pipeline_filters.py
- 58 tests passing, ruff clean
…ves, 53 tests

Phase 2: Negative-set robustness — pipeline must enrich AMP-like sequences
above negatives regardless of negative type, not just against easy all-repeat controls.

- Add examples/negative/poly_cationic.csv: 5 poly-K/R sequences with high charge
  density but no hydrophobic face (a harder negative set than degenerate repeats)
- Add examples/negative/poly_hydrophobic.csv: 5 poly-L/I/V sequences with high
  hydrophobic fraction but zero charge (another harder negative class)
- Add examples/benchmark/robustness_positives.csv: 3 canonical AMP-like positives
  used across all robustness tests
- Add test_negative_robustness.py: 16 tests verifying:
  - Poly-cationic sequences have correct physicochemical properties (high charge, zero hydro)
  - Poly-hydrophobic sequences have correct properties (high hydro, zero charge)
  - Safety scorer penalizes both classes (excess charge / excess hydrophobicity)
  - EF > 1.0 vs degenerate, poly-cationic, AND poly-hydrophobic negatives
  - recall@3 = 1.0 (all 3 positives in top-3) vs both hard negative sets
  - Mean positive ensemble score > mean negative ensemble across all negative types
- Add recall_at_k, random_recall_at_k, enrichment_factor, benchmark_summary to evaluate.py
- Fix ruff F401 unused imports in pipeline.py, test_cli.py, test_pipeline_filters.py
- 53 tests passing, ruff clean
Phase 2: Novelty pressure — top candidates must not be mere copies of known AMP motifs.

- Add examples/benchmark/novelty_pressure_pool.csv: 11 sequences including
  3 near-dups of known references (NOV-DUP-*), 3 genuinely novel AMP-like
  sequences (NOV-NEW-*), and 5 non-AMP negatives (NOV-NEG-*)
- Add test_novelty_pressure.py: 13 tests verifying:
  - Exact reference copies receive novelty = 0.0
  - 1-substitution near-dups receive novelty < 0.20 (below min_novelty threshold)
  - Genuinely novel sequences receive novelty >= 0.20
  - Novelty decreases monotonically with increasing reference similarity
  - nearest_reference field is populated for near-duplicate candidates
  - Pipeline min_novelty filter excludes near-dups from selection
  - Exact reference copies never appear in selected batch
  - Novel AMP-like candidates preferentially selected over near-dups
  - Near-dups do not dominate the top-5 ranked (novelty weighting has effect)
- Add recall_at_k, random_recall_at_k, enrichment_factor, benchmark_summary to evaluate.py
- Fix ruff F401 unused imports across pipeline.py, test_cli.py, test_pipeline_filters.py
- 50 tests passing, ruff clean
Phase 2: Reproducibility — rankings from same inputs must be reproducible.

- Update schemas/run_manifest.schema.json: add generated_at and input_hashes
  as required fields (previously absent from schema but present in output)
- Add test_reproducibility.py: 18 tests verifying:
  - Two independent runs produce identical JSONL ranking order
  - Two runs produce identical scores for every candidate
  - Two runs produce identical selected candidate set
  - run_manifest.json is generated alongside ranked.jsonl
  - Explicit manifest_path argument is respected
  - Manifest validates against updated JSON Schema
  - All required fields present (run_id, pipeline_version, config_hash,
    generated_at, inputs, input_hashes, outputs)
  - pipeline_version in manifest matches installed package __version__
  - run_id is valid UUID format
  - Two runs produce different run_ids (unique per run)
  - SHA-256 hashes in manifest match actual files
  - Candidate and reference paths recorded in manifest
  - stable_json_hash() is deterministic for same config
  - stable_json_hash() changes when config changes
  - build_run_manifest() produces correct structure
  - SHA-256 output is 64-char lowercase hex
  - Different file content → different SHA-256
  - file_sha256() matches stdlib hashlib computation
- Add recall_at_k, enrichment_factor, benchmark_summary to evaluate.py
- Fix ruff F401/E741 issues across pipeline.py, test_cli.py, test_pipeline_filters.py
- 55 tests passing, ruff clean
Phase 2: Toxicity penalty — predicted hemolytic/toxic candidates are down-ranked.

- Add test_toxicity_penalty.py: 13 tests covering the full toxicity penalty mechanism:
  Safety scorer penalty signals:
  - Hydrophobic fraction > 0.65 → hemolysis proxy penalty
  - Charge density > 0.55 → toxicity proxy penalty
  - Length > 35 aa → stability and synthesis penalty
  - Cysteine fraction > 0.25 → disulfide complexity penalty
  - Longest repeat run ≥ 6 → degenerate composition penalty

  Tests verify:
  - Extreme hydrophobicity reduces safety score (<0.6)
  - Extreme charge density reduces safety score (<0.6)
  - High cysteine fraction reduces safety (<0.9)
  - Very long sequences penalized
  - Long repeat runs penalized
  - All balanced AMP candidates score higher safety than poly-hydrophobic sequences
  - All balanced AMP candidates score higher safety than poly-cationic sequences
  - Monotonic safety reduction with increasing excess hydrophobicity
  - Double penalty (charge + repeat run) on poly-K
  - Mean AMP ensemble > mean high-risk ensemble in full pipeline
  - All AMPs outrank all high-risk candidates
  - Toxicity penalty propagates correctly through pipeline safety field
  - High-risk candidates excluded with strict max_safety_risk filter
- Fix ruff F401 unused imports (pipeline.py, test_cli.py, test_pipeline_filters.py)
- 50 tests passing, ruff clean
… pre-registered selection rule

- Add template_mutator.py: conservative substitution generator (single, double,
  charge-enhanced variants) from AMP-like seed sequences. Deterministic, no ML model.
- Add amp_seeds.csv: 5 AMP-like template seeds for Phase 3 generation.
- Add phase3_pool.csv: 383 candidates generated from 5 seeds (rng_seed=2024).
- Add generate-batch CLI command: takes seeds CSV → candidate pool CSV.
- Add Makefile targets: `make generate` (pool generation) and `make phase3` (full pipeline).
- Add configs/phase3.yaml: Phase 3-specific config (min_novelty=0.05, max_safety_risk=0.40).
- Add docs/SELECTION_RULE.md: pre-registered pass/fail criteria locked before generation.
- 89 candidates selected from 383, all validated against candidate.schema.json.
- Run manifest captures SHA-256 of all inputs for reproducibility.
- 213 tests pass, lint clean.

Disclaimer: Generated candidates have no demonstrated biological activity. All scores
are computational heuristics. The lab is the judge.
…ports + risk review

Completes all 10 Phase 3 definition-of-done requirements from AGENTS.md:
  1. 89 selected candidates ✓ (prior commit)
  2. Evidence certificates ✓ (prior commit)
  3. Diversity clustering report ✓ (32 clusters, 40.6% singletons)
  4. Novelty report ✓ (mean novelty 0.139, per-candidate nearest-reference)
  5. Toxicity/hemolysis risk report ✓ (safety flags, risk thresholds documented)
  6. Synthesis feasibility report ✓ (length, cys, pro, repeat analysis)
  7. Pre-registered selection rule ✓ (prior commit)
  8. Pre-registered pass/fail criteria ✓ (prior commit)
  9. Risk review ✓ (docs/RISK_REVIEW.md, 5 human review gates defined)
  10. Independent expert review: PENDING (human gate, not automatable)

New files:
  - src/openamp_foundry/reports/batch_pack.py — four sub-report generators
  - tests/test_batch_pack.py — 38 tests for all sub-reports
  - docs/RISK_REVIEW.md — computational and dual-use risk assessment

CLI: added `batch-pack` subcommand
Makefile: `make phase3` now includes batch-pack step
251 tests pass, lint clean.
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