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The Vibrio sheet (v12.0 to v16.1) states: "Breakpoints are valid for V. alginolyticus, V. cholerae, V. fluvialis, V. parahaemolyticus and V. vulnificus." The rows of the genus are therefore replaced by rows of these species, with the statement in the note. Other species and isolates identified at genus level give NA, or use PK/PD breakpoints in EUCAST 2022-2023. CLSI is unchanged.
Any other wording of "breakpoints are valid for" now stops the script, so that a new statement cannot be missed.
Anaerobes now have rank_index 5.5 (5.6 for a blocking row), and a Gram stain stays at 6. They had the same rank, so the order of sites could make the Gram-negative row with site Parenteral (CLSI Table 2B-5) precede the anaerobe row without a site (CLSI Table 2J), e.g., for ceftriaxone in B. fragilis.
A rebuild changes rank_index in 884 rows and nothing else.
The new internal blocking_row_is_needed() defines this: as.sir() must give another result without the row, so the definition follows the fallback path of as.sir() itself. The build removes all rows without an effect, and the new strict test checks all rows of the latest guideline, and for all years that a blocking row has a breakpoint to block.
This replaces the separate taxonomic comparison, handles the points of the review on this pruning, and keeps the sites of blocking rows, which `site` in as.sir() now uses.
Added: the oxacillin disk for S. pseudintermedius and related species, the oxacillin MIC for coagulase-negative staphylococci, mupirocin for nasal decolonisation, and meropenem in other infections for N. meningitidis. The Bacteroides statement is now matched as a pattern, and other wording stops the script.
The script documents why statements are left out, e.g., the oxacillin statements for S. aureus, S. lugdunensis and S. saprophyticus are hedged ("mostly methicillin resistant"), unlike those for cefoxitin.
Implements the decisions ticked in #328, and the behaviour specified in https://github.com/msberends/AMR/pull/339#issuecomment-6577438074: `include_screening` now defaults to NULL, using screening breakpoints for screening agents only. With TRUE, a regular agent also takes these breakpoints, and with FALSE a screening agent gives NA with a note.
- antimicrobials gains 13 screening agents, e.g. GEN-S, ERY-S and STR1-S
- GEH and STH rows move to GEN-S and STR1-S, and as.sir() keeps accepting both codes
- Topical cut-off values move to -S agents with site "Topical"
- WHONET-based rows move as ticked, including CLSI cefoxitin for staphylococci and pefloxacin for Salmonella, and EUCAST 2012-2018 cefoxitin MIC
- Clinical breakpoints that EUCAST also allows as a screening test get a copy under the -S agent
as.sir() treats them as absent, so it can use PK/PD breakpoints or, for unknown `uti`, UTI breakpoints. The values stay available in data-raw/breakpoints_eucast_raw.csv, to which the manual now points. Organisms that a table excludes stay excluded, since these have their own blocking rows.
This also fixes the change for unknown `uti` of the previous commit: a blocking row only gives way to an actual UTI breakpoint, not to a UTI row without breakpoints.
The reproduction script no longer maps MIC breakpoints to AMR:::COMMON_MIC_VALUES, and also keeps the off-scale S breakpoint of 0.001 mg/L. as.sir() compares through the new internal mic_dilution_level(), so that e.g. an MIC of 0.032 and a breakpoint of 0.03 are the same dilution, and shows the published breakpoints in sir_interpretation_history().
Every parsed breakpoint now holds the address of its workbook cell in breakpoints_eucast_raw, and the script stops if a second reading of the workbooks with readxl does not find the value in that cell.
The data sets are rebuilt once, at the end of this PR.
WHONET names are now matched exactly (also outdated names, after removing qualifiers), then on GBIF identifier, and fuzzy results are only kept if consistent with that; otherwise the genus or UNKNOWN is used. A code refers to the record of the name it was named after (e.g. EAE is Enterobacter aerogenes) if that name refers to the same taxon. Every remap of an existing code to another taxon must be listed in data-raw/whonet_remaps_reviewed.csv; the 198 remaps of this rebuild were reviewed.
The full rebuild of clinical_breakpoints also assigns Salmonella serovars and the Bacteroides fragilis complex correctly and adds ECOFFs for Neocosmospora solani. The rebuilt microorganisms.codes is not included, since it remaps WHONET codes that need review first.
* Update taxonomy of microorganisms (2026-10)
Rebuild of the microorganisms data set from COL 2026-04-18 XR, LPSN and BacDive of October 2026
and MycoBank of January 2026, with v3.0.1 as the previous data set: 111,103 records (v3.0.1:
78,679), 0 changed MO codes of existing names, 522 released codes retired (275 to be reviewed).
Script fixes (data-raw/_reproduction_scripts/reproduction_of_microorganisms.R):
- previous data set from the last release; COL read as COL Data Package (NameUsage.tsv)
- keep COL records without authors (a filter on NA dropped them, e.g. Balamuthia mandrillaris)
- genus homonyms: unclassified MycoBank entries are not authoritative; the released domain of a
genus wins if a source supports it (e.g. Moorella, Serpula, Pirella stay Bacteria)
- protect current names of relevant species instead of whole current genera (data set tripled)
- current names and synonyms only within the same domain and for known names (Brugia -> Lycoperdon)
- MycoBank names in Latin script only; old records outside their source's scope become manually added
- Graphium butterflies of v3.0.1 are not carried over, re-added or restored
- restore released taxa by name and rank; retire older cross-domain homonyms for review
- fill empty families from COL and a commented override list (Ascaris, Balamuthia)
- add Brugia malayi and B. timori; remove Salmonella species synonyms that are serovars
- BacDive: a minority of facultative strain records no longer decides (C. difficile)
- translate codes of other data sets with the development version; review unmatched codes
- scope decisions: COL XR names only if relevant or released; Protozoa follow the Fungi rules
Also: all checkpoints (data-raw/taxonomy*.rds), updated data sets, Bartlett et al. list, accessed
dates in TAXONOMY_VERSION, NEWS, two staphylococci added to CoNS, tests updated for real taxonomic
changes, known defects file removed (all solved), and the findings report with all review files in
data-raw/taxonomy_review/2026-10/.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
* Taxonomy review report: note on the .dta export and the single commit
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
* Fix as.mo() for Salmonella serovars written with the species; add S. xeri to CoNS
- "Salmonella enterica (subsp. enterica) serovar Typhi" returned S. bongori, and
"S. enterica Typhimurium" S. enterica diarizonae; "Paratyphi A/B/C" became serogroups
- Staphylococcus xeri and S. parequorum confirmed as coagulase-negative
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
* Taxonomy build: remove lichens (decision of 5 October 2026)
Fungi in the lichen-forming classes and the order Verrucariales are removed unless their genus is
clinically relevant, with the synonyms that point to them (4,155 records); released lichens are
restored. microorganisms now has 107,126 records (Fungi 45,739); all tests pass.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
* Taxonomy review decisions: microsporidia in Fungi, accepted names, missing protozoa
- all microsporidia in the Fungi (1,394 names of v3.0.1 from P_ to F_, old codes translated by name)
- Enterocytozoon bieneusi and Encephalitozoon cuniculi as accepted names (accepted_name_override)
- Balantidium and Isospora added to MO_RELEVANT_GENERA; Cystoisospora belli as synonym of Isospora belli
- synonym cycles decided: Capillidium and Scolecobasidium are the current genera
- removed the stale data-raw/taxonomy_lpsn0.rds
- microorganisms now has 107,253 records; all tests pass
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
* Taxonomy review report: all items reviewed
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
* Rule matching by accepted taxon; Erysipelatoclostridium as synonym of Thomasclavelia
- interpretive_rules(): species named in a rule (literal names, genus_species/fullname) now also match all other
names of the same accepted taxon, e.g. 'Clostridium ramosum' for Thomasclavelia ramosa; not for genera or regex rules
- Erysipelatoclostridium and its species are synonyms of Thomasclavelia (accepted_name_override); E. merdavium is
retired by decision of 6 October 2026, and the build removes taxa retired by a human decision
- microorganisms patched with the same logic as the build script (no full rebuild): 107,252 records
- intrinsic_resistant regenerated with the new taxonomy and rule matching: 308,646 rows
- clinical_breakpoints: EUCAST workbook rows merged again, 24 EUCAST 2026 rows moved from C. ramosum to T. ramosa
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
* Taxonomy: correct records for names listed twice, no synonyms without a current name, strict data tests
- one record per name keeps the accepted record (e.g. Eggerthella lenta, Gordonia amarae, Anisakis simplex and
Enterobius vermicularis were synonyms without a current name), links to dropped records are moved
- LPSN lookup reads the taxonomic status and correct name; validly published synonyms are no longer 'accepted'
- synonyms without a current name: linked via LPSN or removed, released codes retired (3,668); records with kept
children become 'unknown'; the M. tuberculosis complex is protected (decisions of 7 October 2026)
- subspecies codes reserved, current names of synonyms kept when pruning, missing parent records added or moved,
higher taxonomy harmonised, shared identifiers resolved per domain and rank, pointers and parent links cleaned
- data sets refer only to current names (except intrinsic_resistant); group members only from current names;
internal CoNS/CoPS/streptococcal lists keep a synonym only with its current name
- intrinsic_resistant, clinical_breakpoints (EUCAST workbooks) and microorganisms.groups regenerated
- 28 new tests in test-data.R; devtools::test(): 1,581 expectations, 0 failures
- open decisions listed in data-raw/taxonomy_review/2026-10/REPORT.md, section 6
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
* Taxonomy: protect WHO priority genera, follow LPSN for the M. tuberculosis complex, place protist groups in one domain
- all taxa of the genera in MO_WHO_PRIORITY_GENERA are protected, also names that are not validly published
(replaces the hard-coded M. tuberculosis complex; keeps e.g. Klebsiella quasivariicola, M. canettii, M. orygis)
- LPSN is followed for the M. tuberculosis complex: M. bovis, M. africanum, M. caprae, M. microti and M. pinnipedii
are heterotypic synonyms of M. tuberculosis (Riojas et al. 2018); a test enforces this
- labyrinthulids in the Chromista (Aplanochytrium), Dictydiaethalium in the Protozoa (genus_domain_move), and the
rank suffix also between domains ('Acantharia {class}' next to the fungal genus Acantharia)
- devtools::test(): 1,582 expectations, 0 failures
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
* Taxonomy build no longer depends on the previous build
- intrinsic_resistant is no input of the microorganisms build anymore (it is computed from it); the genera named in
the interpretive rules are read from the rules instead
- the previous data set no longer makes genera relevant; Debaryomyces added to MO_RELEVANT_GENERA
- new run_after_microorganisms_build.R recreates microorganisms.groups, the EUCAST breakpoints and
intrinsic_resistant in the right order, and the build runs it at its end
- reproduction_of_intrinsic_resistant.R uses devtools::load_all() instead of the installed package
- effect: 24 never released, not relevant COL records less; devtools::test(): 1,582 expectations, 0 failures
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
* Taxonomy review report: summary updated to the second round
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
* MO code retirements: mark the 265 reviewed retirements as reviewed
The Graphium and v2.x Protozoa retirements were reviewed and accepted on 6 October 2026 (see the taxonomy review
report, section 5); 'NEEDS REVIEW' is replaced by 'reviewed by Matthijs S. Berends on 2026-10-06'.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Make the EUCAST Clinical Breakpoint Tables import (2019-2026) fail-safe:
- Add blocking rows (NA breakpoints, reason in `note`) where EUCAST gives
no breakpoint for an organism (IE, "-", Note, brackets, "except"
clauses, table scope), so as.sir() no longer falls back to broader taxa
- Apply restrictions from EUCAST notes via a curated rule table with a
completeness guard (e.g. zone diameters for E. coli only)
- Import PK-PD (non-species related) breakpoints 2019-2023, H.
parainfluenzae MIC breakpoints, and explicit screening thresholds from
notes (high-level aminoglycosides, cefoxitin MIC, unidentified CoNS)
- Parser fixes: lost Staphylococcus sheets 2019/2020, note keys and
bodies, struck-through cells, hidden sheets, missing disk contents,
organism groups, site vocabulary, MIC dilution levels, off-scale
breakpoints stored as 0.0001
- Keep EUCAST antifungal breakpoints 2019-2025 from WHONET; code WHONET
streptomycin as STR1 instead of STR (streptoduocin)
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
When a genus+species abbreviation like "P. ovale" was used, the previous
bypass (Issue #288) checked sum(sp_exact) == 1, which failed if the species
also had subspecies sharing the epithet (ovale curtisi, ovale wallikeri).
The fix extends the bypass to fire whenever all exact species matches belong
to one genus, collapsing to the species-rank record (subspecies == "") for
genus+species queries and preserving the chosen row for explicit subspecies
queries.
Also extends the data-invariant test to cover all taxonomic rank columns
from domain to subspecies, not just the terminal three.
Claude-Session: https://claude.ai/code/session_01M4fqQYQYJ3drdudkDYNqAY
Co-authored-by: Claude <noreply@anthropic.com>
* Generalise interpretive rules for multi-guideline support (#268)
- Rename data-raw/eucast_rules.tsv → interpretive_rules.tsv; add rule.provider
column (value: "EUCAST") to distinguish future CLSI rows
- Rename EUCAST_RULES_DF → INTERPRETIVE_RULES_DF in _pre_commit_checks.R;
filter by rule.provider == guideline when applying rules in interpretive_rules()
- Rename custom_eucast_rules() → custom_interpretive_rules() with new S3 class
"custom_interpretive_rules"; old function becomes a deprecated wrapper in
zz_deprecated.R; backward-compat S3 dispatch shims added for old class
- Remove stop_if(guideline == "CLSI", ...) so clsi_rules() no longer errors
- Add .onLoad shim in zzz.R to create INTERPRETIVE_RULES_DF from EUCAST_RULES_DF
for transitional compatibility until sysdata.rda is regenerated
https://claude.ai/code/session_01D46BTsfJSPo3HnLWp3PRkP
* Fix namespace load failure: remove assignInNamespace from .onLoad (#268)
assignInNamespace cannot add NEW bindings to a locked package namespace
(R locks namespace bindings before .onLoad runs). Replace the .onLoad
shim with a runtime fallback inside interpretive_rules(): if
INTERPRETIVE_RULES_DF is absent (pre-regeneration sysdata.rda), derive
it from EUCAST_RULES_DF by adding the rule.provider column. This also
fixes the screening_abx line to reuse the already-resolved
interpretive_rules_df_total instead of a bare INTERPRETIVE_RULES_DF
reference.
https://claude.ai/code/session_01D46BTsfJSPo3HnLWp3PRkP
* fixes
* fixes
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Co-authored-by: Claude <noreply@anthropic.com>
