From 70fd417c4a5d4a4e886cbf2b720379e7c195dc8f Mon Sep 17 00:00:00 2001
From: Daniel Roth <daniel_roth@hotmail.co.uk>
Date: Thu, 12 Feb 2026 15:04:02 +0000
Subject: [PATCH] =?UTF-8?q?Check=20whether=20plan=20with=20EPC=20goal=20is?=
 =?UTF-8?q?=20compliant=20=F0=9F=9F=A5?=
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---
 backend/app/domain/classes/plan.py            |  5 +-
 backend/app/domain/records/plan_record.py     |  1 -
 .../tests/test_plan_is_compliant.py           | 73 +++++++++++++++++++
 pytest.ini                                    |  2 +-
 4 files changed, 78 insertions(+), 3 deletions(-)
 create mode 100644 backend/categorisation/tests/test_plan_is_compliant.py

diff --git a/backend/app/domain/classes/plan.py b/backend/app/domain/classes/plan.py
index 3540c603..76aba958 100644
--- a/backend/app/domain/classes/plan.py
+++ b/backend/app/domain/classes/plan.py
@@ -23,7 +23,6 @@ class Plan:
         record = PlanRecord(
             property_id=plan_model.property_id,
             portfolio_id=plan_model.portfolio_id,
-            scenario_id=plan_model.scenario_id,
             created_at=plan_model.created_at,
             is_default=plan_model.is_default,
             valuation_increase_lower_bound=plan_model.valuation_increase_lower_bound,
@@ -45,5 +44,9 @@ class Plan:
         )
         return cls(record=record, scenario=scenario, id=plan_model.id)
 
+    @property
+    def is_compliant(self) -> bool:
+        raise NotImplementedError
+
     def set_default(self, value: bool) -> None:
         self.record = replace(self.record, is_default=value)
diff --git a/backend/app/domain/records/plan_record.py b/backend/app/domain/records/plan_record.py
index dee7cb4b..2df7a7c6 100644
--- a/backend/app/domain/records/plan_record.py
+++ b/backend/app/domain/records/plan_record.py
@@ -10,7 +10,6 @@ from backend.app.db.models.recommendations import PlanTypeEnum
 class PlanRecord:
     property_id: int
     portfolio_id: int
-    scenario_id: Optional[int]
     created_at: datetime
     is_default: bool
 
diff --git a/backend/categorisation/tests/test_plan_is_compliant.py b/backend/categorisation/tests/test_plan_is_compliant.py
new file mode 100644
index 00000000..41fb1b85
--- /dev/null
+++ b/backend/categorisation/tests/test_plan_is_compliant.py
@@ -0,0 +1,73 @@
+from typing import Callable
+import pytest
+from datetime import datetime
+
+from backend.app.domain.classes.plan import Plan
+from backend.app.domain.classes.scenario import Scenario
+from backend.app.domain.records.plan_record import PlanRecord
+from backend.app.domain.records.scenario_record import ScenarioRecord
+from backend.app.db.models.portfolio import Epc
+
+
+@pytest.fixture
+def created_at_datetime() -> datetime:
+    return datetime.now()
+
+
+@pytest.fixture
+def epc_c_scenario(created_at_datetime: datetime) -> "Scenario":
+    # arrange
+    scenario_record = ScenarioRecord(
+        name="EPC C",
+        created_at=created_at_datetime,
+        housing_type="",
+        goal="EPC",
+        goal_value="C",
+        trigger_file_path="",
+        multi_plan=False,
+        is_default=False,
+    )
+    return Scenario(record=scenario_record, id=1)
+
+
+@pytest.fixture
+def plan_factory(
+    epc_c_scenario: "Scenario", created_at_datetime: datetime
+) -> Callable[[int, "Epc"], "Plan"]:
+    # returns a function to create plans with different attributes
+    def _create_plan(post_sap_points: int, post_epc_rating: "Epc") -> "Plan":
+        plan_record = PlanRecord(
+            property_id=1,
+            portfolio_id=1,
+            created_at=created_at_datetime,
+            is_default=False,
+            post_sap_points=post_sap_points,
+            post_epc_rating=post_epc_rating,
+        )
+        return Plan(record=plan_record, scenario=epc_c_scenario, id=1)
+
+    return _create_plan
+
+
+@pytest.mark.parametrize(
+    "post_sap_points, post_epc_rating, expected_compliance",
+    [
+        (75, Epc.C, True),
+        (100, Epc.A, True),
+        (60, Epc.D, False),
+    ],
+)
+def test_scenario_goal_is_epc_c(
+    plan_factory: Callable[[int, "Epc"], "Plan"],
+    post_sap_points: int,
+    post_epc_rating: "Epc",
+    expected_compliance: bool,
+) -> None:
+    # arrange
+    plan = plan_factory(post_sap_points, post_epc_rating)
+
+    # act
+    actual_compliance: bool = plan.is_compliant
+
+    # assert
+    assert actual_compliance == expected_compliance
diff --git a/pytest.ini b/pytest.ini
index ee203d46..9c9f8234 100644
--- a/pytest.ini
+++ b/pytest.ini
@@ -1,4 +1,4 @@
 [pytest]
 pythonpath = .
 addopts = --cov-report term-missing --cov=etl/epc --cov=recommendations --cov=backend --cov=etl/epc_clean --cov=etl/spatial
-testpaths = recommendations/tests backend/tests etl/epc/tests etl/epc_clean/tests etl/spatial/tests backend/condition/tests backend/address2UPRN/tests backend/onboarders/tests
+testpaths = recommendations/tests backend/tests etl/epc/tests etl/epc_clean/tests etl/spatial/tests backend/condition/tests backend/address2UPRN/tests backend/onboarders/tests backend/categorisation/tests