Merge pull request #728 from Hestia-Homes/bug/plan-with-budget-more-expensive

Bug/plan with budget more expensive
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KhalimCK 2026-02-18 17:50:21 +00:00 committed by GitHub
commit 61e9fb28be
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6 changed files with 567 additions and 155 deletions

View file

@ -1,4 +1,5 @@
from mip import Model, xsum, minimize, BINARY, OptimizationStatus
from typing import Mapping
from utils.logger import setup_logger
logger = setup_logger()
@ -12,13 +13,20 @@ class CostOptimiser:
# We add an optional buffer to the minimum gain to allow for slack in the optimisation
BUFFER = 0.2
def __init__(self, components, min_gain, verbose=False):
def __init__(
self,
components: list[list[Mapping[str, int | float | str]]],
min_gain: float | int,
verbose: bool = False,
allow_slack: bool = True
):
self.components = components
self.min_gain = min_gain
self.gain_constraint = None
self.m = None
self.variables = []
self.solution = []
self.allow_slack = allow_slack
self.solution_cost = None
self.solution_gain = None
@ -81,6 +89,20 @@ class CostOptimiser:
for group_vars in self.variables:
self.m += xsum(var for var in group_vars) <= 1
def add_budget_constraint(self, budget: int | float) -> None:
# Inject budget constraint, which ensures that sum of cost_ig * x_ig <= budget, where cost_ig represents the
# cost for the ith component in group g, and x_ig is the binary decision variable for the ith component in
# group g
self.m += (
xsum(
item["cost"] * var
for group, group_vars in zip(self.components, self.variables)
for item, var in zip(group, group_vars)
)
<= budget
)
def setup_slack(self):
# Remove the original gain constraint
@ -109,10 +131,17 @@ class CostOptimiser:
self.m.optimize()
if self.m.status == OptimizationStatus.INFEASIBLE:
# Turn off logging - too noisy
# logger.info("We have an infeasible model, setting up slack model")
self.setup_slack()
self.m.optimize()
if self.allow_slack:
self.setup_slack()
self.m.optimize()
else:
# Explicity return an empty solution
self.solution = []
self.solution_cost = 0
self.solution_gain = 0
return
# If we still have an infeasible solution, we return an empty solution
self.solution = [
item for group, group_vars in zip(self.components, self.variables) for item, var in zip(group, group_vars)

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@ -1,5 +1,6 @@
from mip import Model, xsum, maximize, BINARY, OptimizationStatus
from utils.logger import setup_logger
from typing import Mapping
logger = setup_logger()
@ -9,7 +10,14 @@ class GainOptimiser:
This class is used to maximise gain, given a constrained cost
"""
def __init__(self, components, max_cost, max_gain, allow_slack=True, verbose=False):
def __init__(
self,
components: list[list[Mapping[str, int | float | str]]],
max_cost: float | int,
max_gain: float | int | None,
allow_slack: bool = True,
verbose: bool = False
):
"""
This function will try and maximise the gain, given a constrained cost. If we specific a max_gain, then the
optimisation routine is constained to try not to exceed a maximum increase
@ -21,8 +29,8 @@ class GainOptimiser:
:param components: List of components, where each component is a dictionary with keys "id", "cost" and "gain"
:param max_cost: Maximum cost constraint
:param max_gain: Maximum gain constraint
:param allow_slack: If True, allows the model to use slack variables to relax the cost constraint if the model
is infeasible. Defaults to True.
:param allow_slack: If True, and the solution is infeasible, allows the model to use slack variables to relax
the cost constraint if the model. Defaults to True.
:param verbose: If True, enables verbose logging
"""
self.components = components
@ -148,5 +156,5 @@ class GainOptimiser:
self.solution = solution
self.solution_gain = self.m.objective.x
self.solution_gain = sum(component['gain'] for component in self.solution)
self.solution_cost = sum([component['cost'] for component in self.solution])

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@ -0,0 +1,177 @@
from enum import Enum
from mip import OptimizationStatus
from typing import Mapping, Optional, TypedDict, List
from recommendations.optimiser.CostOptimiser import CostOptimiser
from recommendations.optimiser.GainOptimiser import GainOptimiser
class Measure(TypedDict):
id: str
cost: float
gain: float
class Strategies(Enum):
CASE_1_TRY_MIN_COST_WITH_CONSTRAINTS = "case_1_try_min_cost_with_constraints"
CASE_1_SOLVE_MAX_GAIN_UNDER_BUDGET = "case_1_solve_max_gain_under_budget"
CASE_2_SOLVE_MAX_GAIN_UNDER_BUDGET = "case_2_solve_max_gain_under_budget"
CASE_3_SOLVE_MIN_COST_FOR_TARGET = "case_3_solve_min_cost_for_target"
class StrategicOptimiser:
"""
Domain-level optimiser implementing logical optimisation logic.
Behaviour:
1) If both budget and target_gain are provided:
- Minimise cost subject to:
gain >= target_gain
cost <= budget
- If infeasible:
maximise gain subject to cost <= budget
2) If only budget is provided:
- Maximise gain under budget
3) If only target_gain is provided:
- Minimise cost to achieve gain
"""
def __init__(
self,
components: list[list[Mapping[str, int | float | str]]],
budget: Optional[float] = None,
target_gain: Optional[float] = None,
allow_slack: bool = False,
verbose: bool = False,
) -> None:
if not components:
raise ValueError("Components cannot be empty.")
if budget is None and target_gain is None:
raise ValueError("At least one of budget or target_gain must be provided.")
self.components = components
self.budget = budget
self.target_gain = target_gain
self.verbose = verbose
self.allow_slack = allow_slack
self.solution: List[Measure] = []
self.solution_cost: float = 0.0
self.solution_gain: float = 0.0
# For debugging purposes, we keep a record of which option was selected
self.strategy_used: Optional[Strategies] = None
def solve(self) -> None:
"""
Primary entry point for solving the optimisation problem based on the provided budget and target gain.
:return:
"""
# Case 1: budget + target
if self.budget is not None and self.target_gain is not None:
# Given:
# Budget B
# Target gain G
#
# We want the solution to:
#
# Primary problem (P1)
# min cost
# subject to
#
# gain >= G
# cost <= B
# multiple-choice constraints
#
# If (P1) is feasible → that solution is exactly what you want.
# If (P1) is infeasible → solve the following problem (P2):
#
# max gain
# subject to
#
# cost <= B
if self._try_min_cost_with_constraints():
# Keep a record of the strategy used to solve the problem, for debugging purposes
self.strategy_used = Strategies.CASE_1_TRY_MIN_COST_WITH_CONSTRAINTS
return
self._solve_max_gain_under_budget()
self.strategy_used = Strategies.CASE_1_SOLVE_MAX_GAIN_UNDER_BUDGET
return
# Case 2: budget only
if self.budget is not None:
self._solve_max_gain_under_budget()
self.strategy_used = Strategies.CASE_2_SOLVE_MAX_GAIN_UNDER_BUDGET
return
# Case 3: target only
self._solve_min_cost_for_target()
self.strategy_used = Strategies.CASE_3_SOLVE_MIN_COST_FOR_TARGET
return
# ---------------------------------------------------------
# Internal Functions
# ---------------------------------------------------------
def _try_min_cost_with_constraints(self) -> bool:
"""
Try to minimise cost while satisfying:
gain >= target_gain
cost <= budget
"""
opt = CostOptimiser(
self.components,
min_gain=self.target_gain,
verbose=self.verbose,
allow_slack=self.allow_slack
)
opt.setup()
opt.add_budget_constraint(self.budget)
opt.solve()
if opt.m.status == OptimizationStatus.INFEASIBLE:
return False
self._store_solution(opt.solution)
return True
def _solve_max_gain_under_budget(self) -> None:
opt = GainOptimiser(
self.components,
max_cost=self.budget,
max_gain=None,
allow_slack=self.allow_slack,
verbose=self.verbose
)
opt.setup()
opt.solve()
self._store_solution(opt.solution)
def _solve_min_cost_for_target(self) -> None:
opt = CostOptimiser(
self.components,
min_gain=self.target_gain,
verbose=self.verbose
)
opt.setup()
opt.solve()
self._store_solution(opt.solution)
def _store_solution(self, solution: List[Measure]) -> None:
self.solution = solution
self.solution_cost = sum(m["cost"] for m in solution)
self.solution_gain = sum(m["gain"] for m in solution)

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@ -18,6 +18,7 @@ from backend.app.plan.schemas import (
)
from recommendations.optimiser.CostOptimiser import CostOptimiser
from recommendations.optimiser.GainOptimiser import GainOptimiser
from recommendations.optimiser.StrategicOptimiser import StrategicOptimiser
from utils.logger import setup_logger
from backend.Funding import Funding
from backend.app.BatterySapScorer import BatterySAPScorer
@ -713,7 +714,9 @@ def optimise_with_scenarios(
remaining_measures.append(kept)
remaining_budget = budget - fabric_cost if budget is not None else None
remaining_budget = 0 if remaining_budget < 0 else remaining_budget
if remaining_budget is not None:
remaining_budget = 0 if remaining_budget < 0 else remaining_budget
picked_extra, extra_cost, extra_gain = run_optimizer(
remaining_measures,
@ -1111,28 +1114,30 @@ def run_optimizer(
allow_slack: bool = False
):
"""
Thin wrapper over your optimisers.
Returns: list[dict] selected_options
Thin wrapper around the StrategicOptimiser to run it on a subset of measures with an optional budget and target
gain. Handles the cases of no input measures, and extracts the outputs for ease of use.
:param input_measures: list of groups of measures (each group is a list of measure dicts)
:param budget: optional budget to constrain the optimisation
:param sub_target_gain: optional target gain to achieve from this optimisation run
:param allow_slack: whether to allow solutions that exceed the target gain (True) or only solutions that meet it
exactly (False)
:return: tuple of (picked measures, total cost, total gain) where picked measures is a list of measure dicts
"""
if not input_measures:
return None, 0.0, 0.0
if budget is not None:
opt = GainOptimiser(
input_measures, max_cost=budget, max_gain=0 if sub_target_gain == 0 else (sub_target_gain or float("inf")),
allow_slack=allow_slack
)
else:
if sub_target_gain is None:
raise ValueError("Either budget or target_gain must be provided.")
opt = CostOptimiser(input_measures, min_gain=sub_target_gain)
opt = StrategicOptimiser(
components=input_measures,
budget=budget,
target_gain=sub_target_gain,
allow_slack=allow_slack,
verbose=False,
)
opt.setup()
opt.solve()
cost = sum([x["cost"] for x in opt.solution])
return opt.solution, cost, opt.solution_gain
return opt.solution, opt.solution_cost, opt.solution_gain
# ---- Define optimisation paths ----------------------------------------------------------

View file

@ -5,6 +5,7 @@ from recommendations.tests.test_data.measures_to_optimise import measures_to_opt
from recommendations.optimiser import optimiser_functions
from recommendations.optimiser.GainOptimiser import GainOptimiser
from recommendations.optimiser.CostOptimiser import CostOptimiser
from recommendations.optimiser.StrategicOptimiser import StrategicOptimiser, Strategies
class TestPrepareInputMeasures:
@ -287,3 +288,225 @@ class TestIncreasingEpcE2e:
# We don't add ventilation as major insulation work isn't done
ventilation_added = any(rec["recommendation_id"] == "3_phase=2" and rec["default"] for rec in flattened)
assert not ventilation_added, "Ventilation should not be added without major insulation work"
class TestStrategicOptimiser:
@pytest.fixture
def components(self):
components = [
[
{'id': '0_phase=0', 'cost': 819.0, 'gain': 5.6, 'type': 'loft_insulation', 'innovation_uplift': 0,
'cost_minus_uplift': 819.0, 'raw_cost': 819.0, 'partial_project_funding': 0,
'partial_project_score': 0, 'uplift_project_score': 0, 'already_installed': False,
'has_battery': False, 'array_size': 0},
{'id': '1_phase=0', 'cost': 702.0, 'gain': 5.6, 'type': 'loft_insulation', 'innovation_uplift': 0,
'cost_minus_uplift': 702.0, 'raw_cost': 702.0, 'partial_project_funding': 0,
'partial_project_score': 0, 'uplift_project_score': 0, 'already_installed': False,
'has_battery': False, 'array_size': 0},
{'id': '2_phase=0', 'cost': 585.0, 'gain': 5.6, 'type': 'loft_insulation', 'innovation_uplift': 0,
'cost_minus_uplift': 585.0, 'raw_cost': 585.0, 'partial_project_funding': 0,
'partial_project_score': 0, 'uplift_project_score': 0, 'already_installed': False,
'has_battery': False, 'array_size': 0}],
[{'id': '4_phase=2', 'cost': 3656.25, 'gain': 2.0, 'type': 'suspended_floor_insulation',
'innovation_uplift': 0, 'cost_minus_uplift': 3656.25, 'raw_cost': 3656.25, 'partial_project_funding': 0,
'partial_project_score': 0, 'uplift_project_score': 0, 'already_installed': False, 'has_battery': False,
'array_size': 0}],
[{'id': '5_phase=3', 'cost': 17.5, 'gain': 1.0, 'type': 'low_energy_lighting', 'innovation_uplift': 0,
'cost_minus_uplift': 17.5, 'raw_cost': 17.5, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 0}],
[{'id': '6_phase=4', 'cost': 140, 'gain': 3.4, 'type': 'roomstat_programmer_trvs', 'innovation_uplift': 0,
'cost_minus_uplift': 140, 'raw_cost': 140, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 0},
{'id': '7_phase=4', 'cost': 874.5680000000001, 'gain': 4.2, 'type': 'time_temperature_zone_control',
'innovation_uplift': 0, 'cost_minus_uplift': 874.5680000000001, 'raw_cost': 874.5680000000001,
'partial_project_funding': 0, 'partial_project_score': 0, 'uplift_project_score': 0,
'already_installed': False, 'has_battery': False, 'array_size': 0}],
[{'id': '9_phase=6', 'cost': 5420.0, 'gain': 13.2, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 5420.0, 'raw_cost': 5420.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 3.6},
{'id': '10_phase=6', 'cost': 6210.0, 'gain': 16.2, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6210.0, 'raw_cost': 6210.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': True, 'array_size': 3.6,
'battery_gain': 3},
{'id': '11_phase=6', 'cost': 6820.0, 'gain': 16.2, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6820.0, 'raw_cost': 6820.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': True, 'array_size': 3.6,
'battery_gain': 3},
{'id': '12_phase=6', 'cost': 7202.0, 'gain': 14.5, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 7202.0, 'raw_cost': 7202.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 3.915},
{'id': '13_phase=6', 'cost': 6495.0, 'gain': 14.5, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6495.0, 'raw_cost': 6495.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 3.92},
{'id': '14_phase=6', 'cost': 7285.0, 'gain': 17.5, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 7285.0, 'raw_cost': 7285.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': True, 'array_size': 3.92,
'battery_gain': 3},
{'id': '15_phase=6', 'cost': 7895.0, 'gain': 17.5, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 7895.0, 'raw_cost': 7895.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': True, 'array_size': 3.92,
'battery_gain': 3},
{'id': '16_phase=6', 'cost': 5520.0, 'gain': 15.0, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 5520.0, 'raw_cost': 5520.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 4.0},
{'id': '17_phase=6', 'cost': 6310.0, 'gain': 18.0, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6310.0, 'raw_cost': 6310.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': True, 'array_size': 4.0,
'battery_gain': 3},
{'id': '18_phase=6', 'cost': 6920.0, 'gain': 18.0, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6920.0, 'raw_cost': 6920.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': True, 'array_size': 4.0,
'battery_gain': 3},
{'id': '19_phase=6', 'cost': 5320.0, 'gain': 12.1, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 5320.0, 'raw_cost': 5320.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 3.2},
{'id': '20_phase=6', 'cost': 6110.0, 'gain': 14.1, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6110.0, 'raw_cost': 6110.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': True, 'array_size': 3.2,
'battery_gain': 2},
{'id': '21_phase=6', 'cost': 6720.0, 'gain': 14.1, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6720.0, 'raw_cost': 6720.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': True, 'array_size': 3.2,
'battery_gain': 2},
{'id': '22_phase=6', 'cost': 6932.0, 'gain': 13.2, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6932.0, 'raw_cost': 6932.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 3.48},
{'id': '23_phase=6', 'cost': 6295.0, 'gain': 13.2, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6295.0, 'raw_cost': 6295.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 3.48},
{'id': '24_phase=6', 'cost': 7085.0, 'gain': 16.2, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 7085.0, 'raw_cost': 7085.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': True, 'array_size': 3.48,
'battery_gain': 3},
{'id': '25_phase=6', 'cost': 7695.0, 'gain': 16.2, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 7695.0, 'raw_cost': 7695.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': True, 'array_size': 3.48,
'battery_gain': 3},
{'id': '26_phase=6', 'cost': 5220.0, 'gain': 10.2, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 5220.0, 'raw_cost': 5220.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 2.8},
{'id': '27_phase=6', 'cost': 6662.0, 'gain': 12.3, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6662.0, 'raw_cost': 6662.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 3.045},
{'id': '28_phase=6', 'cost': 6095.0, 'gain': 12.3, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6095.0, 'raw_cost': 6095.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 3.05},
{'id': '29_phase=6', 'cost': 5160.0, 'gain': 9.0, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 5160.0, 'raw_cost': 5160.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 2.4},
{'id': '30_phase=6', 'cost': 6392.0, 'gain': 10.2, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6392.0, 'raw_cost': 6392.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 2.61},
{'id': '31_phase=6', 'cost': 5910.0, 'gain': 10.2, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 5910.0, 'raw_cost': 5910.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 2.61},
{'id': '32_phase=6', 'cost': 5100.0, 'gain': 8.0, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 5100.0, 'raw_cost': 5100.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 2.0},
{'id': '33_phase=6', 'cost': 6098.0, 'gain': 8.0, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 6098.0, 'raw_cost': 6098.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 2.175},
{'id': '34_phase=6', 'cost': 5725.0, 'gain': 8.0, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 5725.0, 'raw_cost': 5725.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 2.18},
{'id': '35_phase=6', 'cost': 5040.0, 'gain': 6.0, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 5040.0, 'raw_cost': 5040.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 1.6},
{'id': '36_phase=6', 'cost': 5828.0, 'gain': 7.0, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 5828.0, 'raw_cost': 5828.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 1.74},
{'id': '37_phase=6', 'cost': 5540.0, 'gain': 7.0, 'type': 'solar_pv', 'innovation_uplift': 0,
'cost_minus_uplift': 5540.0, 'raw_cost': 5540.0, 'partial_project_funding': 0, 'partial_project_score': 0,
'uplift_project_score': 0, 'already_installed': False, 'has_battery': False, 'array_size': 1.74}
]
]
return components
def test_budget_and_target_gain_strategy_case_1_try_min_cost_with_constraints(self, components):
budget = 5000
target_gain = 11.5
opt = StrategicOptimiser(
components=components,
target_gain=target_gain,
budget=budget,
)
opt.solve()
# check strategy used
assert opt.strategy_used.value == "case_1_try_min_cost_with_constraints"
# Check the solution values
assert opt.solution_cost == 4398.75
assert opt.solution_gain == 12
def test_budget_and_target_gain_expecting_case_1_solve_max_gain_under_budget_strategy(self, components):
budget = 4000
target_gain = 11.5
opt = StrategicOptimiser(
components=components,
target_gain=target_gain,
budget=budget,
)
opt.solve()
# We expect to use case 1, but we won't be able to meet the target gain, so we should get the best solution
# possible within the budget. We end up with an infeasible solution when we try
# case_1_try_min_cost_with_constraints
assert opt.strategy_used.value == "case_1_solve_max_gain_under_budget"
assert opt.solution_cost == 1477.0680000000002
assert opt.solution_gain == 10.8
def test_just_gain_expecting_case_3_solve_min_cost_for_target_strategy(self, components):
budget = None
target_gain = 11.5
opt = StrategicOptimiser(
components=components,
target_gain=target_gain,
budget=budget,
)
opt.solve()
# Should be case 3 - minimise cost for target gain
assert opt.strategy_used.value == "case_3_solve_min_cost_for_target"
assert opt.solution_cost == 4398.75
assert opt.solution_gain == 12
def test_just_gain_of_20_expecting_case_3_solve_min_cost_for_target_strategy(self, components):
budget = None
target_gain = 20
opt = StrategicOptimiser(
components=components,
target_gain=target_gain,
budget=budget,
)
opt.solve()
# Should be case 3 - minimise cost for target gain
assert opt.strategy_used.value == "case_3_solve_min_cost_for_target"
assert opt.solution_cost == 5962.5
assert opt.solution_gain == 20.2
def test_just_budget_expecting_case_2_solve_max_gain_under_budget_strategy(self, components):
budget = 10000
target_gain = None
opt = StrategicOptimiser(
components=components,
target_gain=target_gain,
budget=budget,
)
opt.solve()
# Should be case 2 - minimise cost for target gain
assert opt.strategy_used.value == "case_2_solve_max_gain_under_budget"
assert opt.solution_cost == 7787.068
assert opt.solution_gain == 28.8

View file

@ -1,74 +1,24 @@
import pytest
from recommendations.optimiser.funding_optimiser import build_heat_pump_paths
from recommendations.optimiser.funding_optimiser import run_optimizer
class DummyProp:
"""Minimal property stub exposing just what your code reads."""
def __init__(self):
self.data = {
"current-energy-rating": "E", # or "D" for the special Social+D path
"current-energy-efficiency": 55, # numeric SAP points used in eligibility calc
"mainheat-energy-eff": "Very Good",
}
self.has_ventilation = False
self.floor_area = 70.0
self.main_heating_controls = {"clean_description": "time and temperature zone control"}
self.walls = {'original_description': 'Solid brick, as built, no insulation (assumed)',
'thermal_transmittance': None,
'thermal_transmittance_unit': None, 'is_cavity_wall': False, 'is_filled_cavity': False,
'is_solid_brick': True,
'is_system_built': False, 'is_timber_frame': False, 'is_granite_or_whinstone': False,
'is_as_built': True,
'is_cob': False, 'is_assumed': True, 'is_sandstone_or_limestone': False,
'insulation_thickness': 'none',
'external_insulation': False, 'internal_insulation': False}
self.main_heating = {
'original_description': 'Boiler and radiators, mains gas',
'clean_description': 'Boiler and radiators, mains gas',
'has_radiators': True, 'has_fan_coil_units': False, 'has_pipes_in_screed_above_insulation': False,
'has_pipes_in_insulated_timber_floor': False, 'has_pipes_in_concrete_slab': False, 'has_boiler': True,
'has_air_source_heat_pump': False, 'has_room_heaters': False, 'has_electric_storage_heaters': False,
'has_warm_air': False, 'has_electric_underfloor_heating': False, 'has_electric_ceiling_heating': False,
'has_community_scheme': False, 'has_ground_source_heat_pump': False, 'has_no_system_present': False,
'has_portable_electric_heaters': False, 'has_water_source_heat_pump': False, 'has_electric_heat_pump':
False,
'has_micro-cogeneration': False, 'has_solar_assisted_heat_pump': False, 'has_exhaust_source_heat_pump':
False,
'has_community_heat_pump': False, 'has_hot-water-only': False, 'has_electric': False, 'has_mains_gas':
True,
'has_wood_logs': False, 'has_coal': False, 'has_oil': False, 'has_wood_pellets': False,
'has_anthracite': False,
'has_dual_fuel_mineral_and_wood': False, 'has_smokeless_fuel': False, 'has_lpg': False, 'has_b30k': False,
'has_mineral_and_wood': False, 'has_dual_fuel_appliance': False, 'has_assumed': False,
'has_electricaire': False,
'has_assumed_for_most_rooms': False, 'has_underfloor_heating': False
}
self.main_fuel = {
'original_description': 'mains gas (not community)', 'clean_description': 'Mains gas not community',
'fuel_type': 'mains gas', 'tariff_type': None, 'is_community': False,
'no_individual_heating_or_community_network': False, 'complex_fuel_type': None
}
@pytest.fixture
def p():
return DummyProp()
from recommendations.optimiser.funding_optimiser import (
build_heat_pump_paths,
run_optimizer,
)
def test_build_heat_pump_paths():
eg1 = build_heat_pump_paths([], ["loft_insulation"])
assert eg1 == [{'AND': ['loft_insulation', 'air_source_heat_pump']}]
eg2 = build_heat_pump_paths(["internal_wall_insulation", "external_wall_insulation"], ["loft_insulation"])
eg2 = build_heat_pump_paths(
["internal_wall_insulation", "external_wall_insulation"],
["loft_insulation"],
)
assert eg2 == [{'AND': ['internal_wall_insulation', 'loft_insulation', 'air_source_heat_pump']},
{'AND': ['external_wall_insulation', 'loft_insulation', 'air_source_heat_pump']}]
assert eg2 == [
{'AND': ['internal_wall_insulation', 'loft_insulation', 'air_source_heat_pump']},
{'AND': ['external_wall_insulation', 'loft_insulation', 'air_source_heat_pump']},
]
def test_run_optimizer_empty_input():
@ -78,134 +28,154 @@ def test_run_optimizer_empty_input():
assert gain == 0.0
def test_uses_gain_optimiser_when_budget_provided(monkeypatch):
captured_args = {}
def test_budget_and_target_are_passed_correctly(monkeypatch):
captured = {}
class FakeGainOptimiser:
def __init__(self, measures, max_cost, max_gain, allow_slack):
captured_args["measures"] = measures
captured_args["max_cost"] = max_cost
captured_args["max_gain"] = max_gain
captured_args["allow_slack"] = allow_slack
self.solution = [{"cost": 100}]
class FakeStrategicOptimiser:
def __init__(
self,
components,
budget=None,
target_gain=None,
allow_slack=False,
verbose=False,
):
captured["components"] = components
captured["budget"] = budget
captured["target_gain"] = target_gain
captured["allow_slack"] = allow_slack
self.solution = [{"cost": 100, "gain": 5}]
self.solution_cost = 100
self.solution_gain = 5
def setup(self):
pass
def solve(self):
pass
monkeypatch.setattr(
"recommendations.optimiser.funding_optimiser.GainOptimiser",
FakeGainOptimiser
"recommendations.optimiser.funding_optimiser.StrategicOptimiser",
FakeStrategicOptimiser,
)
measures = [[{"cost": 100, "gain": 5}]]
solution, cost, gain = run_optimizer(
measures,
[[{"cost": 100, "gain": 5}]],
budget=500,
sub_target_gain=10,
allow_slack=True
allow_slack=True,
)
assert captured_args["max_cost"] == 500
assert captured_args["max_gain"] == 10
assert captured_args["allow_slack"] is True
assert captured["budget"] == 500
assert captured["target_gain"] == 10
assert captured["allow_slack"] is True
assert cost == 100
assert gain == 5
assert solution == [{"cost": 100, "gain": 5}]
def test_sub_target_gain_zero_sets_max_gain_zero(monkeypatch):
captured_args = {}
def test_sub_target_gain_zero_is_passed_as_zero(monkeypatch):
captured = {}
class FakeGainOptimiser:
def __init__(self, measures, max_cost, max_gain, allow_slack):
captured_args["max_gain"] = max_gain
class FakeStrategicOptimiser:
def __init__(
self,
components,
budget=None,
target_gain=None,
allow_slack=False,
verbose=False,
):
captured["target_gain"] = target_gain
self.solution = []
self.solution_gain = 0
def setup(self):
pass
self.solution_cost = 0.0
self.solution_gain = 0.0
def solve(self):
pass
monkeypatch.setattr(
"recommendations.optimiser.funding_optimiser.GainOptimiser",
FakeGainOptimiser
"recommendations.optimiser.funding_optimiser.StrategicOptimiser",
FakeStrategicOptimiser,
)
measures = [[{"cost": 100, "gain": 5}]]
run_optimizer(
measures,
[[{"cost": 100, "gain": 5}]],
budget=500,
sub_target_gain=0
sub_target_gain=0,
)
assert captured_args["max_gain"] == 0
assert captured["target_gain"] == 0
def test_sub_target_gain_none_sets_max_gain_infinity(monkeypatch):
captured_args = {}
def test_sub_target_gain_none_becomes_infinity(monkeypatch):
captured = {}
class FakeGainOptimiser:
def __init__(self, measures, max_cost, max_gain, allow_slack):
captured_args["max_gain"] = max_gain
class FakeStrategicOptimiser:
def __init__(
self,
components,
budget=None,
target_gain=None,
allow_slack=False,
verbose=False,
):
captured["target_gain"] = target_gain
self.solution = []
self.solution_gain = 0
def setup(self):
pass
self.solution_cost = 0.0
self.solution_gain = 0.0
def solve(self):
pass
monkeypatch.setattr(
"recommendations.optimiser.funding_optimiser.GainOptimiser",
FakeGainOptimiser
"recommendations.optimiser.funding_optimiser.StrategicOptimiser",
FakeStrategicOptimiser,
)
measures = [[{"cost": 100, "gain": 5}]]
run_optimizer(
measures,
[[{"cost": 100, "gain": 5}]],
budget=500,
sub_target_gain=None
sub_target_gain=None,
)
assert captured_args["max_gain"] == float("inf")
assert captured["target_gain"] == None
def test_uses_cost_optimiser_when_no_budget(monkeypatch):
captured_args = {}
def test_target_only_case(monkeypatch):
captured = {}
class FakeCostOptimiser:
def __init__(self, measures, min_gain):
captured_args["min_gain"] = min_gain
self.solution = [{"cost": 50}]
class FakeStrategicOptimiser:
def __init__(
self,
components,
budget=None,
target_gain=None,
allow_slack=False,
verbose=False,
):
captured["budget"] = budget
captured["target_gain"] = target_gain
self.solution = [{"cost": 50, "gain": 10}]
self.solution_cost = 50
self.solution_gain = 10
def setup(self):
pass
def solve(self):
pass
monkeypatch.setattr(
"recommendations.optimiser.funding_optimiser.CostOptimiser",
FakeCostOptimiser
"recommendations.optimiser.funding_optimiser.StrategicOptimiser",
FakeStrategicOptimiser,
)
measures = [[{"cost": 50, "gain": 10}]]
solution, cost, gain = run_optimizer(
measures,
sub_target_gain=10
[[{"cost": 50, "gain": 10}]],
sub_target_gain=10,
)
assert captured_args["min_gain"] == 10
assert captured["budget"] is None
assert captured["target_gain"] == 10
assert cost == 50
assert gain == 10
assert solution == [{"cost": 50, "gain": 10}]