Merge pull request #674 from Hestia-Homes/portfolio-diagnostics

made adjustment to force any already installed properties to be included in a plan

etl/customers/peabody/Nov 2025 Consulting Project/h_reset_estimated_epcs.py

@@ -5,7 +5,7 @@ from backend.app.db.connection import db_read_session
 from backend.app.db.models.portfolio import PropertyModel, PropertyDetailsEpcModel
 from backend.app.db.models.recommendations import Plan
 
-PORTFOLIO_ID = 433
+PORTFOLIO_ID = 435
 
 with db_read_session() as session:
     # Get all properties from PropertyDetailsEpcModel, where estimated is True, for portfolio 419
@@ -49,12 +49,13 @@ sal = sal.drop_duplicates(subset=['epc_os_uprn'])
 estimated_to_refresh = sal[sal["epc_os_uprn"].isin(estimated_uprns_list)].copy()
 
 SCENARIOS = [
-    871,  # EPC C - fabric first, no solid floor, ashp 3.0
-    863,  # EPC B, No EWI/IWI, No Solid Floor, ASHP 3.0 COP
-    862,  # EPC B - No solid floor, ASHP COP 3.0
-    861,  # EPC C, No EWI/IWI, No Solid Floor, ASHP 3.0 COP
-    859,  # EPC C - no solid floor, ashp 3.0
-    885,  # EPC B - fabric first, no solid floor, ashp 3.0
+    # 871,  # EPC C - fabric first, no solid floor, ashp 3.0
+    # 863,  # EPC B, No EWI/IWI, No Solid Floor, ASHP 3.0 COP
+    # 862,  # EPC B - No solid floor, ASHP COP 3.0
+    # 861,  # EPC C, No EWI/IWI, No Solid Floor, ASHP 3.0 COP
+    # 859,  # EPC C - no solid floor, ashp 3.0
+    # 885,  # EPC B - fabric first, no solid floor, ashp 3.0
+    908, 909, 910
 ]
 
 # Get all plans, associated to these properties - the property IDs are in estimated_epc_ids

etl/customers/peabody/Nov 2025 Consulting Project/k_deck_stats.py

@@ -459,3 +459,33 @@ modelled_epc_band_comparison = reduced_sample["SAP Band"].value_counts(
     right_on="SAP Band",
     suffixes=("_reduced_sample", "_overall")
 )
+
+# Testing measures
+m1 = pd.read_excel(
+    "/Users/khalimconn-kowlessar/Documents/hestia/Customers/Peabody/Nov 2025 Consulting Project/Final SAL/EPC C - no "
+    "solid floor, ashp 3.0 - 20250113 final.xlsx"
+)
+m2 = pd.read_excel(
+    "/Users/khalimconn-kowlessar/Documents/hestia/Customers/Peabody/Nov 2025 Consulting Project/Final SAL/EPC C - no "
+    "solid floor, no EWI or IWI, ashp 3.0 - 20250113 final.xlsx"
+)
+
+compare = m1.merge(
+    m2,
+    left_on="uprn",
+    right_on="uprn",
+    suffixes=("_ewi_iwi", "_no_ewi_iwi")
+)
+
+# Which properties get done under the no EWI/IWI scenario that do not under the EWI/IWI scenario
+only_no_ewi_iwi = compare[
+    (compare["total_retrofit_cost_ewi_iwi"] == 0) &
+    (compare["total_retrofit_cost_no_ewi_iwi"] != 0)
+    ]
+
+(m1["total_retrofit_cost"] > 0).sum()
+(m2["total_retrofit_cost"] > 0).sum()
+
+with_ewi_projects = compare[compare["total_retrofit_cost_no_ewi_iwi"] > 0]
+
+z = with_ewi_projects[pd.isnull(with_ewi_projects["total_retrofit_cost_ewi_iwi"])]

recommendations/Recommendations.py

@@ -86,6 +86,18 @@ class Recommendations:
 
         inclusions_full = [MEASURE_MAP[x] if x in MEASURE_MAP else x for x in self.inclusions]
         exclusions_full = [MEASURE_MAP[x] if x in MEASURE_MAP else x for x in self.exclusions]
+
+        # if we have already installed measures, we need to include them so they get factored into the baseline
+        # this is something we'll likely need to remove
+        if self.property_instance.already_installed:
+            # We make sure that any already installed measures are included
+            for rec in self.property_instance.already_installed:
+                if rec not in inclusions_full:
+                    inclusions_full.append(rec)
+
+            # We remove them from the exclusions if they are there
+            exclusions_full = [e for e in exclusions_full if e not in self.property_instance.already_installed]
+
         # We need to unlist any lists, but we should check if they're lists first
         inclusions_full = [
             item for sublist in inclusions_full for item in (sublist if isinstance(sublist, list) else [sublist])

sfr/principal_pitch/2_export_data.py

@@ -16,14 +16,14 @@ from collections import defaultdict
 # SCENARIOS = [389]
 PORTFOLIO_ID = 435  # Peabody
 SCENARIOS = [
-    908,
-    909,
-    # 910,
+    # 908,
+    # 909,
+    910,
 ]
 scenario_names = {
-    908: "EPC C - no solid floor, ashp 3.0",
-    909: "EPC C - no solid floor, no EWI or IWI, ashp 3.0",
-    # 910: "EPC B - no solid floor, no EWI, ashp 3.0"
+    # 908: "EPC C - no solid floor, ashp 3.0",
+    # 909: "EPC C - no solid floor, no EWI or IWI, ashp 3.0",
+    910: "EPC B - no solid floor, no EWI, ashp 3.0"
 }