Amend ADR-0053: community default 2313 with keep-observed Group 3 controls 🟪

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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Khalim Conn-Kowlessar 2026-07-03 16:37:20 +00:00
parent 9153fa2523
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@ -42,15 +42,27 @@ gap-log, and with them Part C stayed blocked:
a modern end-state (ADR-0024); a landlord override describes an existing
pump whose control was never observed, so the conservative default applies.
2. **Community heating (301/302) drags control 2301** — Table 4e Group 3
"flat rate charging, no thermostatic control of room temperature". It is
the never-over-crediting default on **both** axes the control drives: the
largest Group 3 temperature adjustment (**+0.3 °C**, tied with 2302) and
the worst Table 4c(3) charging factors (space **1.10**, DHW **1.05** — an
unobserved charging arrangement is never assumed to be usage-linked).
As with every forced companion (ADR-0035/0048 pattern), this overwrites a
better control lodged for the replaced system: the override asserts the
system afresh and synthesis owns coherence.
2. **Community heating (301/302) defaults to control 2313, keeping an
assessor-observed Group 3 control** (decided with Khalim, revising the
first-cut 2301). The control encodes two independent unknowns and the
default is chosen per axis:
- **Kit axis** (thermostat/TRVs): community schemes skew modern, and the
portfolio's own lodged community certs are overwhelmingly thermostatted
(modal control 2306; none lodge 2301) — so 2313 ("flat rate charging,
room thermostat and TRVs", temperature adjustment 0.0) concedes this
axis to the evidence.
- **Charging axis** (flat rate vs usage-linked): the billing arrangement
is scheme paperwork an override genuinely cannot see, so flat rate
(Table 4c(3) space **1.05**, DHW **1.05**) is retained — the
usage-linked credit (1.0/1.0) is never assumed.
- **Keep-observed**: when the cert already lodges a Group 3 control the
override is confirming a community system, not replacing one — the
assessor observed that control, and stamping any default over it
destroys real information (a usage-linked 2306 is worth ~1-2 SAP over
flat-rate). The overlay opts in via
`keep_existing_heat_network_control` (the control mirror of ADR-0035's
`keep_existing_off_peak_meter`); only a stale cross-family control (the
boiler-2110 / storage-2401 inheritances) is replaced by 2313.
3. **An incomplete companion set now raises** (`ValueError`) instead of
logging. Every archetype in `_MAIN_HEATING_CODES` resolves a complete
@ -65,22 +77,30 @@ gap-log, and with them Part C stayed blocked:
## Consequences
- The companion-gap error log is gone; #1444 closes.
- Community overrides re-model against the conservative 2301: dwellings whose
replaced-system control was inherited converge on one defensible assumption.
Live sample (portfolio 796, 12 properties): baseline shifts of **0 to 3
SAP** (typically 1 to 2). The inherited controls were unobserved
usage-linked credits (2306/2307/2309) or outright group-incoherent — two
dwellings carried a Group-1 *boiler* zone control (2110) on a heat network —
so the shift removes credit that was never evidenced.
- Community overrides converge on defensible controls with minimal score
churn. Live sample (portfolio 796, 12 properties): the ten dwellings with
assessor-observed Group 3 controls (2306/2307/2309) shift **±0.0** — their
observed controls survive the override — and only the two group-incoherent
dwellings (a Group-1 *boiler* zone control 2110 riding on a heat network)
move, **1.0** each onto the 2313 default. Contrast the first-cut 2301
design, which shifted the whole sample 0 to 3.
- Adding a heating archetype now *requires* choosing its category + control
(or extending the family sets) — the raise turns the ADR-0048 checklist into
an enforced contract.
### Alternatives rejected
- **A zero-adjustment / usage-linked community default (2307+).** Rejected:
credits a charging arrangement and thermostat the landlord never reported;
the conservative default is the established pattern.
- **The maximally conservative community default (2301).** The first cut.
Rejected on evidence: no lodged community cert in the portfolio carries
2301, so it under-rates the typical (modern, thermostatted) scheme and
shifted the sampled cohort 0 to 3 SAP for no informational gain.
- **A usage-linked community default (2306/2312/2314).** Rejected: credits a
billing arrangement the landlord never reported — the charging axis is the
one the override genuinely cannot observe, so it stays flat-rate.
- **Stamping the default over an observed Group 3 control.** Rejected: the
ADR-0035 "always stamp" pattern exists to kill *stale* companions; an
in-group control on a confirmed community cert is observed data, and
overwriting it is information destruction, not coherence.
- **Keep log-and-continue indefinitely.** Rejected: the log was the interim
mitigation while the taxonomy was incomplete; leaving it means the next
archetype ships the ADR-0048 inheritance bug silently again.