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docs: handover — cert 0380 §N3.5 MIT cascade shipped (102f-prep.1-6)
Session shipped 6 slices closing cert 0380's SAP residual from +0.5999 → +0.0594 vs worksheet 88.5104. The MIT cascade now matches worksheet line (92) at 1e-3 per month and is spec-faithful through SAP 10.2 Appendix N3.5 + Equation N5. Remaining residual is a single PSR-formula divergence (cascade PSR 1.4266 per spec vs worksheet-implied 1.4321, ~0.4%) that propagates to η_space at 0.2% and ~0.045 SAP. Three candidate root causes documented; investigation deferred to next session as the blocker for slice 102f's Layer 4 1e-4 chain test. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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domain/sap10_calculator/docs/HANDOVER_CERT_0380_MIT_CASCADE.md
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# Handover — cert 0380 §N3.5 MIT cascade landed; PSR-formula residual + Layer 4 chain test deferred
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Branch `feature/per-cert-mapper-validation`. Picks up from
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[`HANDOVER_CERT_0380_HW_CASCADE.md`](HANDOVER_CERT_0380_HW_CASCADE.md)
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after a `/tdd` session shipped slices 102f-prep.1 through 102f-prep.6,
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closing the §7 MIT cascade against worksheet (92) at 1e-3 per month
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and dropping cert 0380's SAP residual from **+0.5999 → +0.0594** vs
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worksheet 88.5104.
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## What landed this session (commits on branch)
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| Slice | Commit | What it did |
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|---|---|---|
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| **102f-prep.1** | 7adb6c79 | PCDB Table 362 `heating_duration_code` field. Format-465 position 48 holds "24" / "16" / "9" / "V"; cohort always "V" per SAP 10.2 footnote 48 (PDF p.105). |
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| **102f-prep.2** | a6ef1987 | SAP 10.2 Table N5 PSR interpolation (PDF p.107) for variable-duration N24,9 / N16,9 annual totals. Clamps PSR ≤ 0.2 / ≥ 1.2 per spec. |
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| **102f-prep.3** | 4e07991f | Cold-first day-allocation algorithm (Jan, Dec, Feb, Mar, Nov, Apr, Oct, May). N24,9 filled first, then N16,9 occupies remaining month days. |
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| **102f-prep.4** | c341eba9 | SAP 10.2 Equation N5 blending leaf — `T = [N24,9 × Th + N16,9 × T_uni + (Nm − N16,9 − N24,9) × T_bi] / Nm`. |
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| **102f-prep.5** | 2be79056 | Wire `extended_heating_days_per_month` kwarg through `mean_internal_temperature_monthly` + `cert_to_inputs`. HP-gated; non-HP certs identical. MIT 12-tuple lands at 1e-2 vs worksheet (92). |
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| **102f-prep.6** | 80e528e5 | Gate §5 central-heating pump gains for HP certs per Table 4f (cert 0380's worksheet line 70 = 0.0 every month). MIT tightens to 1e-3. |
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## Cumulative state at session end
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Cert 0380 (Mitsubishi PUZ-WM50VHA, PCDB 104568, semi-detached
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bungalow, age D, TFA 60.43 m², PSR ≈ 1.43):
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| Metric | Cascade | Worksheet target | Δ |
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|---|---|---|---|
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| MIT 12-tuple | matches | line (92) | **abs < 1e-3 per month** ✓ |
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| (37) total fabric heat loss W/K | 96.0889 | 96.0889 | exact |
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| (62) annual HW demand kWh/yr | 1502.16 | 1502.16 | exact at 1e-4 ✓ |
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| (56)m Jan storage loss kWh/month | 36.9530 | 36.9530 | exact ✓ |
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| (59)m Jan primary loss kWh/month | 43.3132 | 43.3132 | exact ✓ |
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| useful space heating kWh/yr | 5351.85 | 5349.73 | +2.12 (0.04%) |
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| HW kWh/yr | 878.05 | 877.97 | +0.08 |
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| main_heating_efficiency (COP_space) | 2.2348 | 2.2305 | +0.0043 (0.2%) |
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| **SAP continuous** | **88.5698** | **88.5104** | **+0.0594** |
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## Remaining +0.0594 SAP residual — root cause: PSR-formula divergence
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The cascade computes PSR per the spec PDF p.105 line 5956 ("the
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dwelling's heat loss coefficient, worksheet (39), is multiplied by a
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temperature difference of 24.2 K to provide the dwelling design heat
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loss"):
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```
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PSR_cascade = max_output_kw × 1000 / (HLC_annual_avg × 24.2 K)
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= 4390 / (127.1578 × 24.2)
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= 1.4266
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```
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Worksheet (206) η_space = **223.0480** back-solves to **PSR ≈ 1.4321**
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(linear-interpolated from PCDB record 104568's η_space groups at PSR
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1.2 = 253.9 and PSR 1.5 = 229.2). The 0.4% PSR drift propagates to a
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0.2% η_space drift (cascade 223.48 vs worksheet 223.05), then to a
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0.04 SAP drift via the (211) main-fuel cascade. η_water is far less
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sensitive (1.5× slope vs η_space's 11×), so (217) lands at 1e-2 vs
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worksheet 171.0746.
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The cascade's PSR formula is **spec-correct** — no other source in
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SAP 10.2 or RdSAP 10 specifies a different formulation. Candidate
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hypotheses (none confirmed):
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1. **PCDB max_output field** — Position 47 = 4.39 kW is "output power
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at -4.7°C ambient" per the BRE web entry. The spec says "maximum
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nominal output of the package" which may refer to a different
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rating point. Try output @ 35°C flow temperature (PCDB position
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may differ); 5.0 kW (nameplate) over-shoots significantly so
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that's not it.
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2. **Effective (39) for design** — Worksheet (39) annual avg lands at
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127.1578 W/K exactly; the spec says use this. But Elmhurst may
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compute a heating-season-only or peak-month-weighted value.
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3. **ΔT** — Spec is unambiguous at 24.2 K; older SAP versions (pre
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Mar 2025 revision) may have used a slightly different value.
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Worksheet was lodged against SAP 10.2 Feb 2022, before the most
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recent spec revision.
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4. **Rounding inside Elmhurst** — Worksheet might pre-round one of
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max_output, HLC, or PSR to a different precision than the cascade.
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### Investigation pointers for next session
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- Pull the BRE web entry for PCDB 104568 (https://www.ncm-pcdb.org.uk/sap/pcdbdetails.jsp?type=362&id=104568)
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and inspect labelled fields for an alternative output rating —
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Output @ 35°C / Output @ 55°C / Heat output at design temp.
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- Cross-check cert 0350 / 2225 / 2636 / 3800 / 9285 (same PCDB
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104568) for the same η_space (206) drift sign + magnitude — if
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consistent ~0.4%, the bias is in the PSR formula, not cert-
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specific. If variable, look for a per-cert-shape factor.
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- Cert 9418 uses Daikin PCDB 102421 with a different output rating
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— if its η_space drift differs, that's a strong signal the
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max_output_kw field interpretation is the issue.
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- Check `domain/sap10_calculator/tables/pcdb/data/pcdb10.dat` raw
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row for 104568 (already inspected — fields 47 = 4.39 only obvious
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output candidate).
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## Remaining slices (recommended next session)
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### 1. Close the PSR-formula divergence (BLOCKING for slice 102f)
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Until the +0.045 SAP residual closes, slice 102f's `assert abs(sap -
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88.5104) < 1e-4` cannot pass. Investigation strategies above. Expect
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a small spec correction or PCDB field reinterpretation to drop η_space
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by 0.4% (worksheet alignment), closing both per-spec metrics
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simultaneously.
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### 2. Slice 102f: Layer 4 chain test cert 0380 API at 1e-4
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Once PSR closes:
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```python
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def test_api_0380_full_chain_sap_matches_worksheet_pdf_exactly() -> None:
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# Arrange
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doc = json.loads(_API_0380_JSON.read_text())
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epc = EpcPropertyDataMapper.from_api_response(doc)
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# Act
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result = calculate_sap_from_inputs(cert_to_inputs(epc, prices=SAP_10_2_SPEC_PRICES))
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# Assert
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assert abs(result.sap_score_continuous - 88.5104) < 1e-4
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```
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### 3. Cohort closure: 6 remaining ASHP certs
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After cert 0380 closes:
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| Cert | PCDB | cylinder_size | Volume | Expected close |
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|---|---|---|---|---|
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| 0350-2968-2650-2796-5255 | 104568 | 3 | 160 L | 1 slice |
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| 2225-3062-8205-2856-7204 | 104568 | 3 | 160 L | 1 slice |
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| 2636-0525-2600-0401-2296 | 104568 | 3 | 160 L | 1 slice |
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| 3800-8515-0922-3398-3563 | 104568 | 3 | 160 L | 1 slice |
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| 9285-3062-0205-7766-7200 | 104568 | 3 | 160 L | 1 slice |
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| 9418-3062-8205-3566-7200 | 102421 | 4 | 210 L | 1-2 slices |
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## Test baselines you should see
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```bash
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PYTHONPATH=/workspaces/model python -m pytest \
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backend/documents_parser/tests/test_summary_pdf_mapper_chain.py \
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backend/documents_parser/tests/test_elmhurst_extractor.py \
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backend/documents_parser/tests/test_elmhurst_end_to_end.py \
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domain/sap10_calculator/worksheet/tests/test_e2e_elmhurst_sap_score.py \
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domain/sap10_calculator/worksheet/tests/test_water_heating.py \
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domain/sap10_calculator/worksheet/tests/test_mean_internal_temperature.py \
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domain/sap10_calculator/rdsap/tests/test_cert_to_inputs.py \
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domain/sap10_calculator/rdsap/tests/test_golden_fixtures.py \
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domain/sap10_calculator/tests/test_pcdb_table_362_lookup.py \
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domain/sap10_ml/tests/test_rdsap_uvalues.py \
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datatypes/epc/schema/tests/test_schema_loading.py \
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--no-cov -q
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```
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Expected: **651 pass + 10 pre-existing fails (9 cert 001479 + 1 FEE)**.
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Closed certs 001479, 0330, 9501 remain GREEN on Layer 4 1e-4 chain gates.
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Probe state at HEAD:
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```bash
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PYTHONPATH=/workspaces/model python -c "
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import json
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from pathlib import Path
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from datatypes.epc.domain.mapper import EpcPropertyDataMapper
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from domain.sap10_calculator.rdsap.cert_to_inputs import cert_to_inputs, SAP_10_2_SPEC_PRICES
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from domain.sap10_calculator.calculator import calculate_sap_from_inputs
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doc = json.loads(Path('/workspaces/model/domain/sap10_calculator/rdsap/tests/fixtures/golden/0380-2471-3250-2596-8761.json').read_text())
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epc = EpcPropertyDataMapper.from_api_response(doc)
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inputs = cert_to_inputs(epc, prices=SAP_10_2_SPEC_PRICES)
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result = calculate_sap_from_inputs(inputs)
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print(f'SAP: {result.sap_score_continuous:.4f} Δ: {result.sap_score_continuous-88.5104:+.4f}')
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print(f'main_eff: {inputs.main_heating_efficiency:.4f}')
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ws_92 = (18.9539, 18.0081, 18.3466, 18.8491, 19.3582, 19.8174, 20.0288, 20.0064, 19.6975, 19.0702, 18.3966, 18.1573)
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mit_drift = max(abs(c - w) for c, w in zip(inputs.mean_internal_temp_monthly_c, ws_92))
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print(f'max MIT drift vs worksheet (92): {mit_drift:.5f}')"
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```
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You should see:
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```
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SAP: 88.5698 Δ: +0.0594
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main_eff: 2.2348
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max MIT drift vs worksheet (92): 0.00091
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```
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## Pyright baselines (net-zero per slice)
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- `datatypes/epc/domain/mapper.py`: 32
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- `domain/sap10_calculator/worksheet/water_heating.py`: 1
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- `domain/sap10_calculator/worksheet/heat_transmission.py`: 13
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- `domain/sap10_calculator/worksheet/mean_internal_temperature.py`: 0
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- `domain/sap10_calculator/worksheet/internal_gains.py`: 4 (was 5; this session dropped one)
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- `domain/sap10_calculator/rdsap/cert_to_inputs.py`: 35
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- `domain/sap10_calculator/tables/pcdb/parser.py`: 0
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- `domain/sap10_ml/rdsap_uvalues.py`: 1 (pre-existing)
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- `datatypes/epc/domain/epc_property_data.py`: 1 (pre-existing)
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## Conventions (preserved)
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- One slice = one commit; stage by name.
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- AAA test convention: literal `# Arrange / # Act / # Assert` headers.
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- `abs(diff) <= tol` (NOT `pytest.approx`).
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- 1e-4 worksheet tolerance for end-state pins (Layer 4 chain tests);
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intermediate slice tests may use 1e-2 to 1e-3 absorbing known
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drifts documented in commit messages.
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- Spec citation in commit messages (RdSAP 10 / SAP 10.2 page or line ref).
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- Pyright net-zero per file.
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Good luck closing the PSR residual. The MIT cascade itself is now
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spec-faithful through Equation N5; the final +0.06 SAP drift is a
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single bug in the PSR computation (one input — max_output, HLC, or
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ΔT — differs from worksheet convention).
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