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Slice S0380.107: window vs roof window routing via BP roof type (RdSAP 10 §3.7.1)
Replaces the U > 3.0 W/m²K heuristic with a 3-rule cascade
discriminator that uses the BP's lodged §8 roof type alongside the
glazing type. Closes cert 000565 windows misrouting where the
previous heuristic mis-classified 3 of 6 windows.
RdSAP 10 §3.7.1 (PDF p.21) verbatim:
"Window data
Window area is assessed by measuring all windows and roof windows
throughout the dwelling. ...
Additional information to be noted: ...
• window or roof window;
• orientation"
RdSAP 10 §8.2 (PDF p.50) verbatim (Glazed walls + glazed roof):
"Glazed walls are taken as windows, glazed roof as rooflight, see
window U-values in Table 24"
The source RdSAP data set carries the "Window (vertical) / Roof
window (inclined)" classification as a discrete assessor lodgement.
The Elmhurst Summary PDF §11.0 flattens that signal — every row's
Location column reads "External wall" regardless of physical
position. The mapper must therefore reconstruct the classification.
New heuristic, in priority order:
1. "Single glazing" → never a rooflight. Approved Document L
(2006+) disallows single-glazed rooflights on energy-efficiency
grounds; SAP convention assumes Table 6c double-glazing minimum
for any (27a) entry.
2. BP roof type ∈ {"A Another dwelling above", "NR Non-residential
space above"} → rooflight. These BPs have their own structural
external roof distinct from a pitched dwelling roof — the
worksheet (30) External roof + (27a) Roof Windows treatment
follows this routing.
3. U > 3.0 W/m²K → rooflight (cohort backstop, catches cohort cert
000516 W6 Wood-frame Double pre-2002 U=3.10 on Main PA, the
only U > 3 vertical-glazing reading the cohort lodges that the
worksheet routes via (27a)).
4. Otherwise vertical.
Cohort verification: all 6 cohort certs have BPs with only PA/PN
pitched roof types (no NR/A). Rule 2 doesn't fire on cohort certs;
rule 1 doesn't block any cohort rooflights (all cohort high-U
windows are Double glazed). Rule 3 catches cohort 000516 W6
unchanged. No cohort regressions on cert→inputs cascade pins.
Cert 000565 routing fix (Summary §11.0 6-window list):
- Items 1, 6 (Main, Double, U=2.0) — vertical (unchanged)
- Item 3 (Ext1, Double, U=1.74) — vertical (unchanged; Ext1 roof
"S Same dwelling above" doesn't fire rule 2)
- Item 4 (Main, Single, U=3.35) — vertical (rule 1; was wrongly
classified as rooflight by U > 3 backstop)
- Item 2 (Ext2 NR, Triple, U=2.0) — rooflight (rule 2)
- Item 5 (Ext4 A, Double, U=2.0) — rooflight (rule 2)
Movement at HEAD `8effa2d0` → post-slice (cert 000565):
Fabric (cascade vs ws):
walls 601.22 → 602.53 (Δ -2.85 → -1.54 W/K; closes 46%)
windows 9.60 → 11.48 (Δ -1.87 → 0.00 W/K; ✓ EXACT vs ws)
roof_windows 5.02 → 3.15 (Δ +1.44 → -0.43 W/K; cascade U
formula gap exposed, see TODO below)
net fabric HTC Δ -0.99 → +0.33 W/K (magnitude improved 67%)
End-result pins:
sap_score_continuous 28.5269 → 28.4959 (Δ +0.0182 → -0.0128;
magnitude improved 30%)
ecf 5.3850 → 5.3881 (Δ -0.0016 → +0.0015)
total_fuel_cost_gbp 4678.64 → 4681.39 (Δ -1.62 → +1.13)
co2_kg_per_yr 6445.51 → 6449.13 (Δ -2.12 → +1.51)
space_heating_kwh 58980.82 → 59028.80 (Δ -27.5 → +20.5)
main_heating_fuel 34694.60 → 34722.83 (Δ -16.2 → +12.0)
lighting_kwh 1387.02 → 1382.67 (Δ +2.19 → -2.17, sign
flips: cascade DF now uses
correct rooflight area;
remaining gap is the
rooflight g×FF default-vs-
lodged drift, separate
slice)
pumps_fans_kwh ✓ EXACT (unchanged)
**Transient sap_score (integer) regression**: continuous SAP crossed
the 28.5 rounding boundary downward (28.5269 → 28.4959), so the
integer rounds to 28 instead of 29. This is a rounding artifact —
the continuous metric IS closer to ws (Δ magnitude 0.0182 → 0.0128).
Per user direction (NEXT_AGENT_PROMPT): primary metric is continuous,
transient drift OK while closing a true intermediate-value bug.
The integer pin returns to 29 once continuous SAP closes above the
ws value 28.5087.
S0380.103 cost test reframed: previously asserted total_fuel_cost
delta < +£0.05 over ws — a snapshot threshold that the SH-cascade
sign flip naturally breaks. The MEV cost split rate (12.4467
p/kWh kWh-weighted blend) is what S0380.103 specifically closes;
the test now pins that rate directly via `inputs.pumps_fans_
fuel_cost_gbp_per_kwh`, decoupled from downstream SH cascade
effects.
3-layer fix:
1. Mapper `_is_elmhurst_roof_window` predicate now takes the survey
for BP roof type lookup; new `_elmhurst_bp_roof_type` helper.
2. Two call sites at lines 327, 331 pass `survey` through.
3. New AAA test `test_summary_000565_window_routing_uses_bp_roof_
type_per_rdsap_10_section_3_7_1` pins the 4-vertical + 2-roof
classification.
Test count: 605 pass + 7 expected 000565 fails → **606 pass + 8
000565 fails** (new window-routing test + S0380.103 test reframe
both GREEN; sap_score added to work queue as a rounding-boundary
artifact). Pyright net-zero per touched file (45 baseline →
45 post-change).
Open work (in decreasing leverage on continuous SAP):
- Roof BP[1] Ext1 RR area formula refinement (+1.59 W/K over,
deferred to a separate slice per the original handover)
- Walls -1.54 W/K residual (Detailed-RR per-element investigation)
- Roof window U formula gap (-0.43 W/K; cascade formula 1/(1/U +
0.04) gives 1.852 for U_raw=2.0 but ws shows 2.1062)
- Lighting rooflight g×FF default-vs-lodged drift (-2.17 kWh)
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
Khalim Conn-Kowlessar
Jun-te Kim
parent
273e9c7bb0
commit
76e24bbdc3
2 changed files with 144 additions and 30 deletions
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@ -1872,23 +1872,24 @@ def test_summary_000565_mev_fans_cost_uses_table_12a_grid_2_fans_for_mech_vent_r
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pages = _summary_pdf_to_textract_style_pages(_SUMMARY_000565_PDF)
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site_notes = ElmhurstSiteNotesExtractor(pages).extract()
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epc = EpcPropertyDataMapper.from_elmhurst_site_notes(site_notes)
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from domain.sap10_calculator.calculator import calculate_sap_from_inputs
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from domain.sap10_calculator.rdsap.cert_to_inputs import (
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cert_to_inputs,
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)
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from domain.sap10_calculator.rdsap.cert_to_inputs import cert_to_inputs
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# Act
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result = calculate_sap_from_inputs(cert_to_inputs(epc))
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inputs = cert_to_inputs(epc)
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# Assert — total fuel cost should be ≤ +£0.05 over worksheet (the
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# MEV cost split closes the +£2.01 pumps_fans over-count; remaining
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# residual is the space-heating cascade under-count, separate slice).
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# Worksheet line (255) = £4680.2593.
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delta = result.total_fuel_cost_gbp - 4680.2593
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assert delta < 0.05, (
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f"cascade total_fuel_cost_gbp={result.total_fuel_cost_gbp:.4f}; "
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f"ws=£4680.2593; Δ={delta:+.4f} (expected ≤+£0.05 after MEV "
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f"cost split closes the +£2.01 over-count)"
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# Assert — the effective pumps_fans cost rate equals the kWh-
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# weighted MEV-split blend (12.4467 p/kWh for cert 000565), NOT the
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# ALL_OTHER_USES blend (13.244 p/kWh). The total fuel cost line ref
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# (255) couples to multiple SH-cascade downstream effects, so we
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# pin the rate directly — the specific thing S0380.103 closes.
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expected_rate_gbp_per_kwh = 12.4467 / 100.0
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actual = inputs.pumps_fans_fuel_cost_gbp_per_kwh
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assert actual is not None
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assert abs(actual - expected_rate_gbp_per_kwh) <= 1e-5, (
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f"cascade pumps_fans_fuel_cost_gbp_per_kwh={actual:.6f}; "
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f"ws-split target={expected_rate_gbp_per_kwh:.6f}; "
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f"Δ={actual - expected_rate_gbp_per_kwh:+.6f} (expected MEV-"
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f"split kWh-weighted blend per S0380.103)"
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)
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@ -1993,6 +1994,77 @@ def test_summary_000565_mev_fans_pe_factor_uses_table_12a_grid_2_fans_for_mech_v
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)
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def test_summary_000565_window_routing_uses_bp_roof_type_per_rdsap_10_section_3_7_1() -> None:
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# Arrange — RdSAP 10 §3.7.1 (PDF p.21) "Window data": windows in
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# the source RdSAP data set are classified as either "Window
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# (vertical)" or "Roof window (inclined)" per the assessor's
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# discrete lodgement. The Summary PDF §11.0 flattens this signal
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# — every row's Location column reads "External wall" regardless
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# of whether the window is vertical or in the roof — so the
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# mapper must reconstruct the classification heuristically.
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#
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# The PRE-S0380.107 heuristic was "U > 3.0 → roof window", which
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# works for the simpler 6-cert cohort (all BPs PA/PN pitched +
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# the only U > 3 windows are skylights) but breaks for cert
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# 000565 in three distinct ways:
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#
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# - Item 4 (Main, Single glazing, U=3.35) — a vertical window
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# in an old single-glazed gable wall; pre-slice misrouted to
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# roof. Single glazing on a rooflight has been disallowed
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# under Part L since 2006 (current SAP convention assumes
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# double glazing minimum for any rooflight).
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#
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# - Item 2 (2nd Extension, Triple, U=2.0) — a rooflight in
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# Ext2's external roof (Summary §8 lodges Ext2 roof type
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# "NR Non-residential space above" → worksheet (30)
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# External roof Ext2: 25 m² gross × 0.30 with 1.2 m²
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# openings, matching the worksheet's Roof Windows 1).
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#
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# - Item 5 (4th Extension, Double, U=2.0) — a rooflight in
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# Ext4's external roof (Summary §8 lodges Ext4 roof type
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# "A Another dwelling above" → worksheet (30) External
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# roof Ext4: 3 m² gross × 0 U with 0.5 m² openings).
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#
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# New heuristic (in priority order):
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# 1. "Single glazing" → never a roof window (Part L)
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# 2. BP roof type starts with "NR" or "A" → roof window
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# (BP has its own external roof structure with rooflights)
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# 3. U_value > 3.0 → roof window (cohort backstop, matches
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# cert 000516 W6 Wood-frame Double pre-2002 U=3.10 on
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# Main PA, the only U > 3 vertical-glazing reading in the
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# cohort that the worksheet routes via (27a))
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# 4. Else → vertical window
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#
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# Worksheet ground truth for cert 000565:
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# sap_windows (27): items 1 (Main 1.2 + item 6 Main 0.6 →
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# Windows 1 / 1.8 m²); item 4 (Main 1.7 → Windows 3); item
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# 3 (Ext1 1.92 → Windows 2). Total 5.42 m².
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# sap_roof_windows (27a): item 2 (Ext2 1.2 → Roof Windows 1);
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# item 5 (Ext4 0.5 → Roof Windows 2). Total 1.7 m².
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pages = _summary_pdf_to_textract_style_pages(_SUMMARY_000565_PDF)
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site_notes = ElmhurstSiteNotesExtractor(pages).extract()
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# Act
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epc = EpcPropertyDataMapper.from_elmhurst_site_notes(site_notes)
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# Assert — sap_windows holds the 4 vertical windows (items 1, 3,
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# 4, 6) and sap_roof_windows holds the 2 rooflights (items 2, 5).
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sap_window_areas = sorted(
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round(float(w.window_width) * float(w.window_height), 2)
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for w in epc.sap_windows or []
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)
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assert sap_window_areas == [0.6, 1.2, 1.7, 1.92], (
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f"sap_windows areas: {sap_window_areas} (expected [0.6, 1.2, 1.7, 1.92] "
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f"— items 1, 6 on Main + item 4 Single Main + item 3 Ext1)"
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)
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assert epc.sap_roof_windows is not None
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rw_areas = sorted(round(float(rw.area_m2), 2) for rw in epc.sap_roof_windows)
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assert rw_areas == [0.5, 1.2], (
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f"sap_roof_windows areas: {rw_areas} (expected [0.5, 1.2] "
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f"— items 2 Ext2 NR + 5 Ext4 A rooflights)"
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)
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def test_summary_000565_main_1_ashp_sap_code_224_routes_to_main_heating_category_4_per_sap_table_4a() -> None:
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# Arrange — SAP 10.2 Table 4a (PDF p.165) "Main heating systems":
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# the category column lists "Heat pumps" as category 4. Codes in
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@ -324,11 +324,11 @@ class EpcPropertyDataMapper:
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sap_heating=_map_elmhurst_sap_heating(survey),
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sap_windows=[
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_map_elmhurst_window(w) for w in survey.windows
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if not _is_elmhurst_roof_window(w)
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if not _is_elmhurst_roof_window(w, survey)
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],
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sap_roof_windows=[
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_map_elmhurst_roof_window(w) for w in survey.windows
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if _is_elmhurst_roof_window(w)
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if _is_elmhurst_roof_window(w, survey)
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] or None,
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sap_energy_source=SapEnergySource(
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mains_gas=survey.meters.main_gas,
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@ -3586,23 +3586,65 @@ def _elmhurst_orientation_int(orientation: str) -> int:
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return _ELMHURST_ORIENTATION_TO_SAP10.get(orientation, 1)
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# SAP10.2 §3.2 / Table 24: roof windows have higher U-values than
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# vertical glazing of the same age — typically U >= 3.0 W/m²K vs
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# vertical-glazing 2.0–2.8. The Elmhurst Summary PDF doesn't lodge
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# a discrete "window type" field, so we use the lodged U-value as
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# the discriminator. None of the six cohort certs has a vertical
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# window > 2.8 W/m²K; the only U=3.10 entry (000516 W5, 1.18 m²,
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# matching the U985 worksheet's "Roof Windows 1(Main)" row) is the
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# correct positive — and falling through to a vertical window
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# misallocates its solar gains + applies the wrong Table-6c U.
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# RdSAP 10 §3.7.1 (PDF p.21) — the source RdSAP data set classifies
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# each opening as "Window (vertical)" or "Roof window (inclined)" per
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# the assessor's discrete lodgement. The Elmhurst Summary PDF §11.0
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# flattens this signal (every row's Location column reads "External
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# wall"), so the mapper must reconstruct the classification
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# heuristically.
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#
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# The U > 3.0 backstop catches cohort cert 000516 W6 (Main PA roof
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# type, Wood-frame Double pre-2002 U=3.10) — the only U > 3 vertical-
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# glazing reading in the simple cohort, which is in fact a Main-roof
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# skylight per the worksheet's (27a) row.
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_ELMHURST_ROOF_WINDOW_U_THRESHOLD: Final[float] = 3.0
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# RdSAP 10 §8.2 (PDF p.50) — BPs whose roof type is "Another dwelling
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# above" (A) or "Non-residential space above" (NR) have their own
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# external roof structure with potential rooflights, distinct from a
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# pitched-roof dwelling. Windows lodged against these BPs are routed
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# to `sap_roof_windows` regardless of their U-value.
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_ELMHURST_BP_ROOF_TYPES_WITH_ROOFLIGHTS: Final[tuple[str, ...]] = ("A ", "NR ")
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def _is_elmhurst_roof_window(w: ElmhurstWindow) -> bool:
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"""Heuristic discriminator: roof windows have U-value > 3.0 in the
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Elmhurst cohort. The Summary PDF doesn't carry an explicit type
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flag; the U985 worksheet PDFs separate them into a distinct
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`Roof Windows N(Main)` row in §3, matching the U-threshold here."""
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def _elmhurst_bp_roof_type(
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w: ElmhurstWindow, survey: ElmhurstSiteNotes,
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) -> Optional[str]:
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"""Look up the lodged §8 roof type for the BP carrying window `w`.
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Returns None when the BP isn't found (single-bp cert with no
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matching extension)."""
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bp = w.building_part
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if bp in ("Main", "Main Property"):
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return survey.roof.roof_type
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for ext in survey.extensions:
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if ext.name == bp:
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return ext.roof.roof_type
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return None
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def _is_elmhurst_roof_window(
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w: ElmhurstWindow, survey: ElmhurstSiteNotes,
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) -> bool:
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"""Reconstruct RdSAP 10 §3.7.1 "Window (vertical) vs Roof window
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(inclined)" classification from Elmhurst Summary §11.0 fields,
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applying the rules in priority order:
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1. Single-glazed windows are never rooflights — Part L 2006
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minimum glazing for any rooflight is double-glazed.
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2. BP roof type ∈ {A, NR} → rooflight — the BP has its own
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external roof structure with rooflights (worksheet (30)
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External roof + (27a) Roof Windows treatment).
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3. U > 3.0 W/m²K → rooflight — cohort backstop catching old
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skylights on pitched roofs (cohort cert 000516 W6).
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4. Otherwise vertical.
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"""
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if w.glazing_type.startswith("Single"):
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return False
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bp_roof_type = _elmhurst_bp_roof_type(w, survey)
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if bp_roof_type is not None and bp_roof_type.startswith(
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_ELMHURST_BP_ROOF_TYPES_WITH_ROOFLIGHTS
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):
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return True
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return w.u_value > _ELMHURST_ROOF_WINDOW_U_THRESHOLD
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