diff toolfactory/README.md @ 0:43edf22e8cbc draft

Toolshed seems cranky on very old metadata. Trying a new repo. Again
author fubar
date Sat, 17 Apr 2021 23:43:33 +0000
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+## Breaking news! Docker container at https://github.com/fubar2/toolfactory-galaxy-docker recommended as at December 2020
+
+### New demonstration of planemo tool_factory command ![Planemo ToolFactory demonstration](images/lintplanemo-2021-01-08_18.02.45.mkv?raw=false "Demonstration inside Planemo")
+
+## This is the original ToolFactory suitable for non-docker situations. Please use the docker container if you can because it's integrated with a Toolshed...
+
+# WARNING
+
+Install this tool to a throw-away private Galaxy or Docker container ONLY!
+
+Please NEVER on a public or production instance where a hostile user may
+be able to gain access if they can acquire an administrative account login.
+
+It only runs for server administrators - the ToolFactory tool will refuse to execute for an ordinary user since
+it can install new tools to the Galaxy server it executes on! This is not something you should allow other than
+on a throw away instance that is protected from potentially hostile users.
+
+## Short Story
+
+Galaxy is easily extended to new applications by adding a new tool. Each new scientific computational package added as
+a tool to Galaxy requires an XML document describing how the application interacts with Galaxy.
+This is sometimes termed "wrapping" the package because the instructions tell Galaxy how to run the package
+as a new Galaxy tool. Any tool that has been wrapped is readily available to all the users through a consistent
+and easy to use interface once installed in the local Galaxy server.
+
+Most Galaxy tool wrappers have been manually prepared by skilled programmers, many using Planemo because it
+automates much of the boilerplate and makes the process much easier.
+The ToolFactory (TF) now uses Planemo under the hood for testing, but hides the command
+line complexities. The user will still need appropriate skills in terms of describing the interface between
+Galaxy and the new application, but will be helped by a Galaxy tool form to collect all the needed
+settings, together with automated testing and uploading to a toolshed with optional local installation.
+
+
+## ToolFactory generated tools are ordinary Galaxy tools
+
+A TF generated tool that passes the Planemo test is ready to publish in any Galaxy Toolshed and ready to install in any running Galaxy instance.
+They are fully workflow compatible and work exactly like any hand-written tool. The user can select input files of the specified type(s) from their
+history and edit each of the specified parameters. The tool form will show all the labels and help text supplied when the tool was built. When the tool
+is executed, the dependent binary or script will be passed all the i/o files and parameters as specified, and will write outputs to the specified new
+history datasets - just like any other Galaxy tool.
+
+## Models for tool command line construction
+
+The key to turning any software package into a Galaxy tool is the automated construction of a suitable command line.
+
+The TF can build a new tool that will allow the tool user to select input files from their history, set any parameters and when run will send the
+new output files to the history as specified when the tool builder completed the form and built the new tool.
+
+That tool can contain instructions to run any Conda dependency or a system executable like bash. Whether a bash script you have written or
+a Conda package like bwa, the executable will expect to find settings for input, output and parameters on a command line.
+
+These are often passed as "--name value" (argparse style) or in a fixed order (positional style).
+
+The ToolFactory allows either, or for "filter" applications that process input from STDIN and write processed output to STDOUT.
+
+The simplest tool model wraps a simple script or Conda dependency package requiring only input and output files, with no user supplied settings illustrated by
+the Tacrev demonstration tool found in the Galaxy running in the ToolFactory docker container. It passes a user selected input file from the current history on STDIN
+to a bash script. The bash script runs the unix tac utility (reverse cat) piped to the unix rev (reverse lines in a text file) utility. It's a one liner:
+
+`tac | rev`
+
+The tool building form allows zero or more Conda package name(s) and version(s) and an optional script to be executed by either a system
+executable like ``bash`` or the first of any named Conda dependency package/version. Tacrev uses a tiny bash script shown above and uses the system
+bash. Conda bash can be specified if it is important to use the same version consistently for the tool.
+
+On the tool form, the repeat section allowing zero or more input files was set to be a text file to be selected by the tool user and
+in the repeat section allowing one or more outputs, a new output file with special value `STDOUT` as the positional parameter, causes the TF to
+generate a command to capture STDOUT and send it to the new history file containing the reversed input text.
+
+By reversed, we mean really, truly reversed.
+
+That simple model can be made much more complicated, and can pass inputs and outputs as named or positional parameters,
+to allow more complicated scripts or dependent binaries that require:
+
+1. Any number of input data files selected by the user from existing history data
+2. Any number of output data files written to the user's history
+3. Any number of user supplied parameters. These can be passed as command line arguments to the script or the dependency package. Either
+positional or named (argparse) style command line parameter passing can be used.
+
+More complex models can be seen in the Sedtest, Pyrevpos and Pyrevargparse tools illustrating positional and argparse parameter passing.
+
+The most complex demonstration is the Planemo advanced tool tutorial BWA tool. There is one version using a command-override to implement
+exactly the same command structure in the Planemo tutorial. A second version uses a bash script and positional parameters to achieve the same
+result. Some tool builders may find the bash version more familiar and cleaner but the choice is yours.
+
+## Overview
+
+![IHello example ToolFactory tool form](files/hello_toolfactory_form.png?raw=true "Part of the Hello world example ToolFactory tool form")
+
+
+Steps in building a new Galaxy tool are all conducted through Galaxy running in the docker container:
+
+1. Login to the Galaxy running in the container at http://localhost:8080 using an admin account. They are specified in config/galaxy.yml and
+    in the documentation at
+    and the ToolFactory will error out and refuse to run for non-administrative tool builders as a minimal protection from opportunistic hostile use.
+
+2. Start the TF and fill in the form, providing sample inputs and parameter values to suit the Conda package being wrapped.
+
+3. Execute the tool to create a new XML tool wrapper using the sample inputs and parameter settings for the inbuilt tool test. Planemo runs twice.
+    firstly to generate the test outputs and then to perform a proper test. The completed toolshed archive is written to the history
+    together with the planemo test report. Optionally the new tool archive can be uploaded
+    to the toolshed running in the same container (http://localhost:9009) and then installed inside the Galaxy in the container for further testing.
+
+4. If the test fails, rerun the failed history job and correct errors on the tool form before rerunning until everything works correctly.
+
+![How it works](files/TFasIDE.png?raw=true "Overview of the ToolFactory as an Integrated Development Environment")
+
+## Planning and building new Galaxy tool wrappers.
+
+It is best to have all the required planning done to wrap any new script or binary before firing up the TF.
+Conda is the only current dependency manager supported. Before starting, at the very least, the tool builder will need
+to know the required software package name in Conda and the version to use, how the command line for
+the package must be constructed, and there must be sample inputs in the working history for each of the required data inputs
+for the package, together with values for every parameter to suit these sample inputs. These are required on the TF form
+for preparing the inbuilt tool test. That test is run using Planemo, as part of the tool generation process.
+
+A new tool is specified by filling in the usual Galaxy tool form.
+
+The form starts with a new tool name. Most tools will need dependency packages and versions
+for the executable. Only Conda is currently supported.
+
+If a script is needed, it can be pasted into a text box and the interpreter named. Available system executables
+can be used such as bash, or an interpreter such as python, perl or R can be nominated as conda dependencies
+to ensure reproducible analyses.
+
+The tool form will be generated from the input data and the tool builder supplied parameters. The command line for the
+executable is built using positional or argparse (named e.g. --input_file /foo/baz) style
+parameters and is completely dependent on the executable. These can include:
+
+1. Any number of input data sets needed by the executable. Each appears to the tool user on the run form and is included
+on the command line for the executable. The tool builder must supply a small representative sample for each one as
+an input for the automated tool test.
+
+2. Any number of output data sets generated by the package can be added to the command line and will appear in
+the user's history at the end of the job
+
+3. Any number of text or numeric parameters. Each will appear to the tool user on the run form and are included
+on the command line to the executable. The tool builder must supply a suitable representative value for each one as
+the value to be used for the automated tool test.
+
+Once the form is completed, executing the TF will build a new XML tool wrapper
+including a functional test based on the sample settings and data.
+
+If the Planemo test passes, the tool can be optionally uploaded to the local Galaxy used in the image for more testing.
+
+A local toolshed runs inside the container to allow an automated installation, although any toolshed and any accessible
+Galaxy can be specified for this process by editing the default URL and API keys to provide appropriate credentials.
+
+## Generated Tool Dependency management
+
+Conda is used for all dependency management although tools that use system utilities like sed, bash or awk
+may be available on job execution nodes. Sed and friends are available as Conda (conda-forge) dependencies if necessary.
+Versioned Conda dependencies are always baked-in to the tool and will be used for reproducible calculation.
+
+## Requirements
+
+These are all managed automagically. The TF relies on galaxyxml to generate tool xml and uses ephemeris and
+bioblend to load tools to the toolshed and to Galaxy. Planemo is used for testing and runs in a biocontainer currently at
+https://quay.io/fubar2/planemo-biocontainer
+
+## Caveats
+
+This docker image requires privileged mode so exposes potential security risks if hostile tool builders gain access.
+Please, do not run it in any situation where that is a problem - never, ever on a public facing Galaxy server.
+On a laptop or workstation should be fine in a non-hostile environment.
+
+
+## Example generated XML
+
+For the bwa-mem example, a supplied bash script is included as a configfile and so has escaped characters.
+```
+<tool name="bwatest" id="bwatest" version="0.01">
+  <!--Cite: Creating re-usable tools from scripts doi:10.1093/bioinformatics/bts573-->
+  <!--Source in git at: https://github.com/fubar2/toolfactory-->
+  <!--Created by admin@galaxy.org at 30/11/2020 07:12:10 using the Galaxy Tool Factory.-->
+  <description>Planemo advanced tool building sample bwa mem mapper as a ToolFactory demo</description>
+  <requirements>
+    <requirement version="0.7.15" type="package">bwa</requirement>
+    <requirement version="1.3" type="package">samtools</requirement>
+  </requirements>
+  <configfiles>
+    <configfile name="runme"><![CDATA[
+REFFILE=\$1
+FASTQ=\$2
+BAMOUT=\$3
+rm -f "refalias"
+ln -s "\$REFFILE" "refalias"
+bwa index -a is "refalias"
+bwa mem -t "2"  -v 1 "refalias" "\$FASTQ"  > tempsam
+samtools view -Sb tempsam > temporary_bam_file.bam
+samtools sort -o "\$BAMOUT" temporary_bam_file.bam
+
+]]></configfile>
+  </configfiles>
+  <version_command/>
+  <command><![CDATA[bash
+$runme
+$input1
+$input2
+$bam_output]]></command>
+  <inputs>
+    <param optional="false" label="Reference sequence for bwa to map the fastq reads against" help="" format="fasta" multiple="false" type="data" name="input1" argument="input1"/>
+    <param optional="false" label="Reads as fastqsanger to align to the reference sequence" help="" format="fastqsanger" multiple="false" type="data" name="input2" argument="input2"/>
+  </inputs>
+  <outputs>
+    <data name="bam_output" format="bam" label="bam_output" hidden="false"/>
+  </outputs>
+  <tests>
+    <test>
+      <output name="bam_output" value="bam_output_sample" compare="sim_size" format="bam" delta_frac="0.1"/>
+      <param name="input1" value="input1_sample"/>
+      <param name="input2" value="input2_sample"/>
+    </test>
+  </tests>
+  <help><![CDATA[
+
+**What it Does**
+
+Planemo advanced tool building sample bwa mem mapper
+
+Reimagined as a bash script for a ToolFactory demonstration
+
+
+------
+
+Script::
+
+    REFFILE=$1
+    FASTQ=$2
+    BAMOUT=$3
+    rm -f "refalias"
+    ln -s "$REFFILE" "refalias"
+    bwa index -a is "refalias"
+    bwa mem -t "2"  -v 1 "refalias" "$FASTQ"  > tempsam
+    samtools view -Sb tempsam > temporary_bam_file.bam
+    samtools sort -o "$BAMOUT" temporary_bam_file.bam
+
+]]></help>
+</tool>
+
+```
+
+
+
+## More Explanation
+
+The TF is an unusual Galaxy tool, designed to allow a skilled user to make new Galaxy tools.
+It appears in Galaxy just like any other tool but outputs include new Galaxy tools generated
+using instructions provided by the user and the results of Planemo lint and tool testing using
+small sample inputs provided by the TF user. The small samples become tests built in to the new tool.
+
+It offers a familiar Galaxy form driven way to define how the user of the new tool will
+choose input data from their history, and what parameters the new tool user will be able to adjust.
+The TF user must know, or be able to read, enough about the tool to be able to define the details of
+the new Galaxy interface and the ToolFactory offers little guidance on that other than some examples.
+
+Tools always depend on other things. Most tools in Galaxy depend on third party
+scientific packages, so TF tools usually have one or more dependencies. These can be
+scientific packages such as BWA or scripting languages such as Python and are
+managed by Conda. If the new tool relies on a system utility such as bash or awk
+where the importance of version control on reproducibility is low, these can be used without
+Conda management - but remember the potential risks of unmanaged dependencies on computational
+reproducibility.
+
+The TF user can optionally supply a working script where scripting is
+required and the chosen dependency is a scripting language such as Python or a system
+scripting executable such as bash. Whatever the language, the script must correctly parse the command line
+arguments it receives at tool execution, as they are defined by the TF user. The
+text of that script is "baked in" to the new tool and will be executed each time
+the new tool is run. It is highly recommended that scripts and their command lines be developed
+and tested until proven to work before the TF is invoked. Galaxy as a software development
+environment is actually possible, but not recommended being somewhat clumsy and inefficient.
+
+Tools nearly always take one or more data sets from the user's history as input. TF tools
+allow the TF user to define what Galaxy datatypes the tool end user will be able to choose and what
+names or positions will be used to pass them on a command line to the package or script.
+
+Tools often have various parameter settings. The TF allows the TF user to define how each
+parameter will appear on the tool form to the end user, and what names or positions will be
+used to pass them on the command line to the package. At present, parameters are limited to
+simple text and number fields. Pull requests for other kinds of parameters that galaxyxml
+can handle are welcomed.
+
+Best practice Galaxy tools have one or more automated tests. These should use small sample data sets and
+specific parameter settings so when the tool is tested, the outputs can be compared with their expected
+values. The TF will automatically create a test for the new tool. It will use the sample data sets
+chosen by the TF user when they built the new tool.
+
+The TF works by exposing *unrestricted* and therefore extremely dangerous scripting
+to all designated administrators of the host Galaxy server, allowing them to
+run scripts in R, python, sh and perl. For this reason, a Docker container is
+available to help manage the associated risks.
+
+## Scripting uses
+
+To use a scripting language to create a new tool, you must first prepared and properly test a script. Use small sample
+data sets for testing. When the script is working correctly, upload the small sample datasets
+into a new history, start configuring a new ToolFactory tool, and paste the script into the script text box on the TF form.
+
+### Outputs
+
+The TF will generate the new tool described on the TF form, and test it
+using planemo. Optionally if a local toolshed is running, it can be used to
+install the new tool back into the generating Galaxy.
+
+A toolshed is built in to the Docker container and configured
+so a tool can be tested, sent to that toolshed, then installed in the Galaxy
+where the TF is running using the default toolshed and Galaxy URL and API keys.
+
+Once it's in a ToolShed, it can be installed into any local Galaxy server
+from the server administrative interface.
+
+Once the new tool is installed, local users can run it - each time, the
+package and/or script that was supplied when it was built will be executed with the input chosen
+from the user's history, together with user supplied parameters. In other words, the tools you generate with the
+TF run just like any other Galaxy tool.
+
+TF generated tools work as normal workflow components.
+
+
+## Limitations
+
+The TF is flexible enough to generate wrappers for many common scientific packages
+but the inbuilt automation will not cope with all possible situations. Users can
+supply overrides for two tool XML segments - tests and command and the BWA
+example in the supplied samples workflow illustrates their use. It does not deal with
+repeated elements or conditional parameters such as allowing a user to choose to see "simple"
+or "advanced" parameters (yet) and there will be plenty of packages it just
+won't cover - but it's a quick and efficient tool for the other 90% of cases. Perfect for
+that bash one liner you need to get that workflow functioning correctly for this
+afternoon's demonstration!
+
+## Installation
+
+The Docker container https://github.com/fubar2/toolfactory-galaxy-docker/blob/main/README.md
+is the best way to use the TF because it is preconfigured
+to automate new tool testing and has a built in local toolshed where each new tool
+is uploaded. If you grab the docker container, it should just work after a restart and you
+can run a workflow to generate all the sample tools. Running the samples and rerunning the ToolFactory
+jobs that generated them allows you to add fields and experiment to see how things work.
+
+It can be installed like any other tool from the Toolshed, but you will need to make some
+configuration changes (TODO write a configuration). You can install it most conveniently using the
+administrative "Search and browse tool sheds" link. Find the Galaxy Main
+toolshed at https://toolshed.g2.bx.psu.edu/ and search for the toolfactory
+repository in the Tool Maker section. Open it and review the code and select the option to install it.
+
+If not already there please add:
+
+```
+<datatype extension="tgz" type="galaxy.datatypes.binary:Binary" mimetype="multipart/x-gzip" subclass="True" />
+```
+
+to your local config/data_types_conf.xml.
+
+
+## Restricted execution
+
+The tool factory tool itself will ONLY run for admin users -
+people with IDs in config/galaxy.yml "admin_users".
+
+*ONLY admin_users can run this tool*
+
+That doesn't mean it's safe to install on a shared or exposed instance - please don't.
+
+## Generated tool Security
+
+Once you install a generated tool, it's just
+another tool - assuming the script is safe. They just run normally and their
+user cannot do anything unusually insecure but please, practice safe toolshed.
+Read the code before you install any tool. Especially this one - it is really scary.
+
+## Attribution
+
+Creating re-usable tools from scripts: The Galaxy Tool Factory
+Ross Lazarus; Antony Kaspi; Mark Ziemann; The Galaxy Team
+Bioinformatics 2012; doi: 10.1093/bioinformatics/bts573
+
+http://bioinformatics.oxfordjournals.org/cgi/reprint/bts573?ijkey=lczQh1sWrMwdYWJ&keytype=ref
+