Handover: all 6 Elmhurst Summary→SAP chains closed at 1e-4

Final state across Slices 47-53:

  000474   0.0000  ✓ Slice 47
  000477   0.0000  ✓ Slice 52
  000480   0.0000  ✓ Slice 50
  000487   0.0000  ✓ Slice 53
  000490   0.0000  ✓ Slice 49
  000516   0.0000  ✓ Slice 51

758 tests pass; pyright net-zero (35 baseline). Updates the handover
doc with a summary of each slice's contribution and a pointer to
likely next workstreams.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
Khalim Conn-Kowlessar 2026-05-24 21:43:40 +00:00
parent 58088c1056
commit a756114aed

View file

@ -1,145 +1,99 @@
# Handover — close the remaining 4 Elmhurst Summary→SAP chains to 1e-4
# Handover — Elmhurst Summary→SAP cohort all closed at 1e-4
You are picking up branch `ara-backend-design-prd` mid-stream. Two
of six fixtures are now closed at 1e-4 (000474 + 000490). The other
four still have substantive diffs that each need their own mapper
or extractor extension to close.
You are picking up branch `ara-backend-design-prd` after the 6-fixture
Elmhurst Summary→SAP validation chain landed end-to-end.
## The 30-second picture
## State
All 6 cohort fixtures pass at the **1e-4** unrounded-SAP tolerance.
```
Cert Mapped SAP Target SAP Δ State
000474 62.2584 62.2584 0.0000 ✓ Slice 47
000477 67.6612 65.0057 +2.6555 Room-in-Roof support (15.06 m² 3rd storey)
000480 65.4941 61.2986 +4.1955 diagnosis pending
000487 66.0984 61.6431 +4.4553 extractor drops most §11 windows
000490 57.3979 57.3979 0.0000 ✓ Slice 49
000516 64.3099 62.7937 +1.5162 roof-window separation
Cert Mapped SAP Target SAP Δ State
000474 62.2584 62.2584 0.0000 ✓ Slice 47
000477 65.0057 65.0057 0.0000 ✓ Slice 52
000480 61.2986 61.2986 0.0000 ✓ Slice 50
000487 61.6431 61.6431 0.0000 ✓ Slice 53
000490 57.3979 57.3979 0.0000 ✓ Slice 49
000516 62.7937 62.7937 0.0000 ✓ Slice 51
```
All Δ are positive — mapper computes SAP too HIGH. Forcing functions
in `backend/documents_parser/tests/test_summary_pdf_mapper_chain.py`:
2 chain tests green (000474, 000490), 2 structural tests green (BPs,
windows for 000474). 4 mirror tests to add as each closes.
Forcing functions in
`backend/documents_parser/tests/test_summary_pdf_mapper_chain.py`
8 tests (6 chain pins + 2 structural pins) all green. Wider regression:
**758 tests pass**, pyright net-zero (35 errors baseline, no change).
## What landed already
## What landed (Slices 4753)
| Slice | Commit | What |
|---|---|---|
| 47 | `29ab80b0` | `main_heating_category=2` in mapper → pumps_fans 130→160; window-gap partitioned on glazing-type-start marker → fixes W4/W5 orientation. Closed 000474. |
| 48 | `00a27efd` | Extractor handles `Wood 0.70` combined frame-line; data anchor allows trailing glazing-type (`1.22 1.76 2.15 Double pre 2002`); partition falls back to second-orient-token when no glazing marker in gap. 5 fixture PDFs copied to `backend/documents_parser/tests/fixtures/`. |
| 49 | `7f17de84` | Elmhurst `MainHeating.secondary_heating_sap_code` extracted from §14.1 Main Heating2 sub-section; mapper threads through to `SapHeating.secondary_heating_type`. RdSAP §S5 sheltered-sides defaults derived from built_form. Closed 000490. |
| 47 | `29ab80b0` | `main_heating_category=2` → pumps_fans 130→160; window-gap partition on glazing-type marker (W4/W5 orient). **Closed 000474.** |
| 48 | `00a27efd` | Extractor: combined `Wood 0.70` frame line; data anchor with trailing glazing-type; partition fallback on second orient-token. 5 fixture PDFs copied to `backend/documents_parser/tests/fixtures/`. |
| 49 | `7f17de84` | `MainHeating.secondary_heating_sap_code` extracted from §14.1 sub-section; RdSAP §S5 sheltered-sides from built_form. **Closed 000490.** |
| 50 | `598f0408` | `ElmhurstSiteNotes.RoomInRoof` + `RoomInRoofSurface` with §3.10 detailed-surface support; `_map_elmhurst_room_in_roof` builds `SapRoomInRoof.detailed_surfaces`. Party-wall construction code mapping. Roof "N None" → 0mm. `number_baths` lodgement. **Closed 000480.** |
| 51 | `cb4e31a1` | Roof-window separation by U-value threshold (>3.0); Table 24 lookup for raw U (Double pre 2002 → 3.40). `SapWindow.window_width × window_height = lodged Area` convention. **Closed 000516.** |
| 52 | `4ccf9c97` | RR detailed-surface area rounded half-up via Decimal (6.585 → 6.59); suspended-timber-floor heuristic (RIR < storey area True); electric-vs-mixer shower from outlet_type. **Closed 000477.** |
| 53 | `58088c10` | `WallDetails.alternative_walls` extraction + `SapAlternativeWall` mapper plumbing; "TI Timber Frame" code mapping; `Thickness Unknown: Yes` → cascade thickness=None (TF age B uninsulated → U=1.9 default). **Closed 000487.** |
## Per-cert diff diagnoses (already done — don't re-discover)
## Architecture summary
### 000477 — Δ +2.66 — Room-in-Roof support needed
Summary PDF §4.0 lodges `Room(s) in Roof: 15.06` (m²). Mapper drops
this entirely — `total_floor_area_m2=62.52` vs handbuilt 77.58
(exactly +15.06 m²); `storey_count=2` vs 3; `roof_w_per_k=4.38` vs
35.97. Look at:
**Two-path validation**:
- Path A — hand-built `_elmhurst_worksheet_NNNNNN.py` fixtures build
`EpcPropertyData` directly. Pins the cascade against the
worksheet PDF's line refs (1a..486).
- Path B — `Summary_NNNNNN.pdf → ElmhurstSiteNotes →
EpcPropertyData → cascade → SAP`. Pins the mapper + extractor
against the worksheet PDF's unrounded SAP rating (line 257).
- `ElmhurstSiteNotes.BuildingPartDimensions` — needs a
`room_in_roof_area_m2` field (and probably room-in-roof construction
+ insulation details too).
- `ElmhurstSiteNotesExtractor._extract_dimensions` (or wherever §4 is
handled) — parse the "Room(s) in Roof" line.
- `from_elmhurst_site_notes` — build a `SapRoomInRoof` and attach to
the building part. See existing API paths like
`datatypes/epc/domain/mapper.py:749-760` for the API-side analog.
- Handbuilt: see `_elmhurst_worksheet_000477.py` `sap_room_in_roof=...`.
Both paths run the same `calculate_sap_from_inputs` cascade and now
both close to 1e-4 across the 6 cohort fixtures.
Once Room-in-Roof lands, the other diffs (party_walls, infiltration,
lighting kWh) may shrink as the dwelling shape becomes correct.
## Conventions you must honour (project memory)
### 000487 — Δ +4.46 — only 1 of many windows extracted
Despite Slice 48's frame-line + data-anchor improvements, the §11
table layout of this cert still drops most windows. Run
`python /tmp/dump_section.py 000487` to inspect — this PDF has yet
another layout pattern (see lines 14-50 in the section dump). Look
at the actual fields: `'1st'` ordinal in prefix WITHOUT a preceding
glazing-type line, etc.
- AAA test convention: every new test uses literal `# Arrange / # Act
/ # Assert` headers.
- `abs(diff) <= tol` not `pytest.approx` (strict pyright).
- One slice = one commit; stage by name.
- 1e-4 tolerance, no widening, no xfail.
- Strict pyright net-zero on every commit (35-error baseline on these files).
### 000516 — Δ +1.52 — roof-window contamination
6 vertical windows extracted (correct: 5 vertical + 1 roof). The 6th
is a roof window (`1.05×1.12=1.18 m² U=3.10` lodged → U=2.99 in
worksheet line 27a, but handbuilt uses `u_value_raw=3.40` — needs
investigation of how Elmhurst computes the in-situ value). Handbuilt:
```python
sap_roof_windows=[SapRoofWindow(
area_m2=1.18, u_value_raw=3.40, orientation=2 NE,
pitch_deg=45.0, g_perpendicular=0.76, frame_factor=0.70,
)]
```
The Summary PDF doesn't have an explicit "roof window" type marker —
the discrimination is by **U-value range** (>3.0 W/m²K characteristic
of roof window) or by some other heuristic. Investigate which signal
Elmhurst uses; may also need a `Roof Windows` subsection if a later
fixture has one.
### 000480 — Δ +4.20 — diagnosis pending
Run `python /tmp/diff_objects.py 000480` to start. Already has 2 BPs
+ 7 windows correctly extracted post-Slice 48.
## Probe scripts (in `/tmp`)
## Probe scripts (in `/tmp`, regenerated as needed)
```bash
# Probe all 6 fixtures' SAP delta
# Cohort SAP delta — verify nothing has regressed
python /tmp/probe_all.py
# Dump raw extracted windows for a cert
python /tmp/dump_one.py 000516
# Dump the §11 Windows section layout (debug extractor)
python /tmp/dump_section.py 000487
# Field-by-field input diff mapped vs handbuilt (scalars + objects)
python /tmp/diff_objects.py 000477
# Verify secondary heating + sheltered-sides plumbing
python /tmp/check_secondary.py
# Field-level cascade-input diff for a single cert
python /tmp/diff_objects.py 000487
```
If `/tmp` got wiped, the contents are documented in commit `7f17de84`'s
diff (the prior handover writeup). Re-create them by following the
patterns there.
## What's NEXT for future work
## Suggested next slices
The Elmhurst Summary→SAP chain is closed. Likely future directions:
| Slice | Cert | Effort | Why next |
|---|---|---|---|
| 50 | 000516 | Medium | Roof-window separation by U-value threshold; smallest remaining Δ |
| 51 | 000477 | High | Room-in-Roof schema + extractor + mapper plumbing; biggest unlock |
| 52 | 000487 | Medium-High | Extractor §11 layout — third PDF variant; may share work with 000477's room-in-roof if §11 layout matches |
| 53 | 000480 | Unknown | Diagnose then close after others reveal patterns |
## Definition of done (unchanged)
- All 6 `test_summary_pdf_mapper_chain.py` chain tests pin at 1e-4.
- Wider regression stays green (currently 755 pass).
- Pyright net-zero on every commit (strict mode; baseline 35 errors).
- One slice = one commit.
- No widening, no xfail (project memory `feedback_zero_error_strict`).
## Reference materials
- `docs/sap-spec/HANDOVER_NEXT.md` — original cascade-conventions handover.
- `docs/sap-spec/SAP_CALCULATOR.md` — public API + two-cascade architecture.
- Hand-built worksheet fixtures: `packages/domain/src/domain/sap/worksheet/tests/_elmhurst_worksheet_*.py`.
- Untracked source PDFs: `sap worksheets/` (`Summary_NNNNNN.pdf` + `U985-0001-NNNNNN.pdf` worksheets).
- **Pin against more Elmhurst worksheets** beyond the 6-cohort. Each
new cert may surface a §11 layout variant, a new wall_construction
code, or a new gable-type lodgement that the cohort didn't exercise.
- **Apply the same chain to other surveyor tools** (e.g. Pashub site
notes). The cascade is reusable; the mapper-per-surveyor pattern
established here generalises.
- **The API-cert residual cohort** still uses 0.5 tolerance (the API
publishes rounded SAP integers). Tighten that as a separate
workstream — different forcing function, different conventions.
## Branch state at handover
```
$ git log --oneline -7
$ git log --oneline -10
58088c10 Slice 53: Summary_000487 chain pins SAP at 1e-4 — last cohort cert closed
4ccf9c97 Slice 52: Summary_000477 chain pins SAP at 1e-4; electric shower + decimal RIR rounding
cb4e31a1 Slice 51: Summary_000516 chain pins SAP at 1e-4; roof-window separation
598f0408 Slice 50: Summary_000480 chain pins SAP at 1e-4; Room-in-Roof + baths + party-wall + roof-none
7f17de84 Slice 49: Summary_000490 chain pins SAP at 1e-4; secondary heating + RdSAP sheltered-sides
00a27efd Slice 48: Elmhurst extractor handles 3 new layout quirks; 5 fixture PDFs added
29ab80b0 Slice 47: Summary_000474 chain pins SAP at 1e-4 vs worksheet PDF
ec4916b5 Handover: 2/6 Elmhurst chains closed at 1e-4; per-cert diagnoses for remaining 4
b6544e1c Handover: tighten Summary→SAP chain pin to 1e-4 + brief next agent
256a5afe Slice 46c: Elmhurst mapper produces calculator-equivalent EpcPropertyData — Summary_000474 SAP within 0.5 of worksheet PDF
066dce19 Slice 46b: Elmhurst extractor parses windows from layout-style Summary PDFs
36f2c7bb Slice 46a: Elmhurst mapper handles multi-bp Summary PDFs — Summary_000474 chain test flips green
```
Good luck.
Good luck on whatever comes next.