mirror of
https://github.com/Hestia-Homes/Model.git
synced 2026-06-08 11:17:27 +00:00
preparing the already installed code for Peabody
This commit is contained in:
parent
e617d74f47
commit
b2d07cfd7c
5 changed files with 998 additions and 35 deletions
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@ -106,6 +106,10 @@ class PropertyModel(Base):
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current_epc_rating = Column(Enum(Epc))
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current_sap_points = Column(Float)
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current_valuation = Column(Float)
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# Following fields are for recording already installed adjustments to a property's SAP
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installed_measures_sap_point_adjustment = Column(Float)
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is_sap_points_adjusted_for_installed_measures = Column(Boolean, default=False)
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original_sap_points = Column(Float)
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class FeatureRating(enum.Enum):
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@ -146,3 +146,58 @@ class Scenario(Base):
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valuation_return_on_investment = Column(String)
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property_valuation_increase = Column(Float)
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labour_days = Column(Float)
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class MeasureType(enum.Enum):
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air_source_heat_pump = "air_source_heat_pump"
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boiler_upgrade = "boiler_upgrade"
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high_heat_retention_storage_heaters = "high_heat_retention_storage_heaters"
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secondary_heating = "secondary_heating"
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roomstat_programmer_trvs = "roomstat_programmer_trvs"
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time_temperature_zone_control = "time_temperature_zone_control"
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cylinder_thermostat = "cylinder_thermostat"
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cavity_wall_insulation = "cavity_wall_insulation"
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extension_cavity_wall_insulation = "extension_cavity_wall_insulation"
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external_wall_insulation = "external_wall_insulation"
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internal_wall_insulation = "internal_wall_insulation"
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loft_insulation = "loft_insulation"
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flat_roof_insulation = "flat_roof_insulation"
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room_roof_insulation = "room_roof_insulation"
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solid_floor_insulation = "solid_floor_insulation"
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suspended_floor_insulation = "suspended_floor_insulation"
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double_glazing = "double_glazing"
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secondary_glazing = "secondary_glazing"
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draught_proofing = "draught_proofing"
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mechanical_ventilation = "mechanical_ventilation"
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low_energy_lighting = "low_energy_lighting"
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solar_pv = "solar_pv"
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hot_water_tank_insulation = "hot_water_tank_insulation"
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sealing_open_fireplace = "sealing_open_fireplace"
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class InstalledMeasure(Base):
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__tablename__ = "installed_measure"
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id = Column(BigInteger, primary_key=True, autoincrement=True)
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uprn = Column(BigInteger, nullable=False)
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measure_type = Column(
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Enum(
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MeasureType,
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name="measure_type",
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values_callable=lambda e: [m.value for m in e],
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create_type=False, # <-- critical
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),
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nullable=False,
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)
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installed_at = Column(TIMESTAMP)
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sap_points = Column(Float)
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carbon_savings = Column(Float)
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kwh_savings = Column(Float)
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bill_savings = Column(Float)
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heat_demand_savings = Column(Float)
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source = Column(String)
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is_active = Column(Boolean, nullable=False, default=True)
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@ -120,13 +120,127 @@ retry.to_excel(
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# Delete associated plans
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# 1) Get the property IDs for these UPRNS, for this portfolio
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portfolio_id = 419
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uprns = retry
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uprns = retry["epc_os_uprn"].tolist()
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# TODO: Delete all plans for these properties and re-build
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# Plan notes:
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# UPRN: 5870109770, property ID: 281244 - need to delete and re-build all scenarios
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# UPRN: 100022725126, property ID: 283781 - need to delete and re-build all scenarios
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from sqlalchemy.orm import Session
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from backend.app.db.models.portfolio import PropertyModel
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from backend.app.db.connection import db_session
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from backend.app.db.models.recommendations import Plan
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from sqlalchemy import select, delete
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from sqlalchemy.exc import NoResultFound
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from sqlalchemy.orm import sessionmaker
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# Bugs:
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12156800
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def get_property_ids_for_uprns(session: Session, portfolio_id: int, uprns: list[int]) -> list[int]:
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return [
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property.id
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for property in session.query(PropertyModel)
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.filter(
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PropertyModel.portfolio_id == portfolio_id,
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PropertyModel.uprn.in_(uprns)
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)
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.all()
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]
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with db_session() as session:
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property_ids_to_delete = get_property_ids_for_uprns(session, portfolio_id, uprns)
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# Get all and delete plans for these property IDs
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def get_all_plans_for_property_ids(session: Session, property_ids: list[int]) -> list[Plan]:
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return session.query(Plan).filter(Plan.property_id.in_(property_ids)).all()
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def get_ids_of_plans_for_deletion(session: Session, property_ids: list[int]) -> list[int]:
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return [
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plan.id
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for plan in session.query(Plan)
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.filter(Plan.property_id.in_(property_ids))
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.all()
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]
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with db_session() as session:
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plan_ids_to_delete = get_ids_of_plans_for_deletion(session, property_ids_to_delete)
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def chunked(iterable, size):
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for i in range(0, len(iterable), size):
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yield iterable[i:i + size]
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from sqlalchemy import text
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from sqlalchemy.orm import Session
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def delete_plan_batch(session: Session, plan_ids: list[int]):
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if not plan_ids:
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return
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session.execute(text("SET LOCAL lock_timeout = '5s'"))
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params = {"plan_ids": plan_ids}
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# ----------------------------
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# recommendation_materials
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# ----------------------------
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session.execute(
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text("""
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DELETE FROM recommendation_materials rm
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USING plan_recommendations pr
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WHERE rm.recommendation_id = pr.recommendation_id
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AND pr.plan_id = ANY(:plan_ids)
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"""),
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params,
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)
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# ----------------------------
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# plan_recommendations
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# ----------------------------
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session.execute(
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text("""
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DELETE FROM plan_recommendations
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WHERE plan_id = ANY(:plan_ids)
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"""),
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params,
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)
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# ----------------------------
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# recommendations (only those used by these plans)
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# ----------------------------
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session.execute(
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text("""
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DELETE FROM recommendation r
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WHERE r.id IN (
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SELECT DISTINCT recommendation_id
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FROM plan_recommendations
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WHERE plan_id = ANY(:plan_ids)
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)
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"""),
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params,
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)
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# ----------------------------
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# plans LAST
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# ----------------------------
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session.execute(
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text("""
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DELETE FROM plan
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WHERE id = ANY(:plan_ids)
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"""),
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params,
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)
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batch_size = 25
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total = (len(plan_ids_to_delete) + batch_size - 1) // batch_size
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for i, batch in enumerate(chunked(plan_ids_to_delete, batch_size), start=1):
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print(f"Deleting plan batch {i}/{total} ({len(batch)} plans)")
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with db_session() as session:
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delete_plan_batch(session, batch)
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print(f"Batch {i} committed")
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@ -0,0 +1,714 @@
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import pandas as pd
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from sqlalchemy.orm import sessionmaker
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from backend.app.db.connection import db_engine, db_read_session, db_session
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from backend.app.db.models.recommendations import Recommendation, Plan, PlanRecommendations, RecommendationMaterials, \
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InstalledMeasure
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from backend.app.db.models.portfolio import PropertyModel, PropertyDetailsEpcModel
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from sqlalchemy import func
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from backend.app.utils import sap_to_epc
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from typing import Dict, List, Set
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from recommendations.Costs import Costs
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from backend.app.db.models.portfolio import Epc
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def get_all_data(portfolio_id, scenario_ids):
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session = sessionmaker(bind=db_engine)()
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session.begin()
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# --------------------
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# Properties
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# --------------------
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properties_query = session.query(
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PropertyModel,
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PropertyDetailsEpcModel
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).join(
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PropertyDetailsEpcModel,
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PropertyModel.id == PropertyDetailsEpcModel.property_id
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).filter(
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PropertyModel.portfolio_id == portfolio_id
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).all()
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properties_data = [
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{
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**{col.name: getattr(p.PropertyModel, col.name)
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for col in PropertyModel.__table__.columns},
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**{col.name: getattr(p.PropertyDetailsEpcModel, col.name)
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for col in PropertyDetailsEpcModel.__table__.columns},
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}
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for p in properties_query
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]
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# --------------------
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# Plans
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# --------------------
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plans_query = session.query(Plan).filter(
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Plan.scenario_id.in_(scenario_ids)
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).all()
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plans_data = [
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{col.name: getattr(plan, col.name) for col in Plan.__table__.columns}
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for plan in plans_query
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]
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plan_ids = [p["id"] for p in plans_data]
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# --------------------
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# Recommendations (NO materials yet)
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# --------------------
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recommendations_query = session.query(
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Recommendation,
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Plan.scenario_id
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).join(
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PlanRecommendations,
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Recommendation.id == PlanRecommendations.recommendation_id
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).join(
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Plan,
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Plan.id == PlanRecommendations.plan_id
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).filter(
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PlanRecommendations.plan_id.in_(plan_ids),
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).all()
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recommendations_data = [
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{
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**{col.name: getattr(r.Recommendation, col.name)
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for col in Recommendation.__table__.columns},
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"scenario_id": r.scenario_id,
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"materials": [] # placeholder
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}
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for r in recommendations_query
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]
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session.close()
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return properties_data, plans_data, recommendations_data
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PORTFOLIO_ID = 419 # Peabody
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SCENARIOS = [
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# 871, # EPC C - fabric first, no solid floor, ashp 3.0
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# 863, # EPC B, No EWI/IWI, No Solid Floor, ASHP 3.0 COP
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# 862, # EPC B - No solid floor, ASHP COP 3.0
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# 861, # EPC C, No EWI/IWI, No Solid Floor, ASHP 3.0 COP
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# 859, # EPC C - no solid floor, ashp 3.0
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885, # EPC B - fabric first, no solid floor, ashp 3.0
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]
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# properties_data, plans_data, recommendations_data = get_all_data(portfolio_id=PORTFOLIO_ID, scenario_ids=SCENARIOS)
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# # Store this data as dataframes for analysis
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# properties_df = pd.DataFrame(properties_data)
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# plans_df = pd.DataFrame(plans_data)
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# recommendations_df = pd.DataFrame(recommendations_data)
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# Save CSVs
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# properties_df.to_csv(
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# "/Users/khalimconn-kowlessar/Documents/hestia/Customers/Peabody/Nov 2025 Consulting Project/"
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# "f_peabody_properties_data_20260108.csv",
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# index=False
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# )
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# plans_df.to_csv(
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# "/Users/khalimconn-kowlessar/Documents/hestia/Customers/Peabody/Nov 2025 Consulting Project/"
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# "f_peabody_plans_data_20260108.csv",
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# index=False
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# )
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# recommendations_df.to_csv(
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# "/Users/khalimconn-kowlessar/Documents/hestia/Customers/Peabody/Nov 2025 Consulting Project/"
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# "f_peabody_recommendations_data_20260108.csv",
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# index=False
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# )
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# Read csvs
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properties_df = pd.read_csv(
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"/Users/khalimconn-kowlessar/Documents/hestia/Customers/Peabody/Nov 2025 Consulting Project/"
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"f_peabody_properties_data_20260108.csv"
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)
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plans_df = pd.read_csv(
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"/Users/khalimconn-kowlessar/Documents/hestia/Customers/Peabody/Nov 2025 Consulting Project/"
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"f_peabody_plans_data_20260108.csv"
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)
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recommendations_df = pd.read_csv(
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"/Users/khalimconn-kowlessar/Documents/hestia/Customers/Peabody/Nov 2025 Consulting Project/"
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"f_peabody_recommendations_data_20260108.csv"
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)
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sustainability_data = pd.read_excel(
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"/Users/khalimconn-kowlessar/Documents/hestia/Customers/Peabody/Nov 2025 Consulting Project/2025_11_11 - Peabody "
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"- Data Extracts for Domna.xlsx",
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sheet_name="Sustainability"
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)
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# recommendations_df = pd.read_excel(
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# "/Users/khalimconn-kowlessar/Documents/hestia/Customers/Peabody/Nov 2025 Consulting Project/EPC B, "
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# "No solid floor, ASHP COP 3.0.xlsx"
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# )
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# recommendations_df2 = recommendations_df2.merge(
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# properties_df[["id", "uprn"]],
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# left_on="property_id",
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# right_on="id",
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# how="left"
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# ).rename(columns={"id_x": "id"}).drop(columns=["id_y"])
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# recommendations_df["uprn"] = recommendations_df["uprn"].astype(int).astype(str)
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# We just need all of the measure types, per property
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recommendation_measure_types = recommendations_df[["property_id", "measure_type"]].drop_duplicates()
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recommendation_measure_types["flag"] = True
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# We pivot
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recommendations_measures_pivot = recommendation_measure_types.pivot(
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index='property_id',
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columns='measure_type',
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values='flag'
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)
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recommendations_measures_pivot = recommendations_measures_pivot.reset_index()
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# Create a total cost column
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recommendations_total_cost = recommendations_df.groupby("property_id")["estimated_cost"].sum().reset_index()
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recommendations_measures_pivot = recommendations_measures_pivot.merge(
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recommendations_total_cost, how="left", on="property_id"
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)
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properties_to_recs = properties_df.rename(columns={"solar_pv": "solar_data"}).merge(
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recommendations_measures_pivot, how="left", left_on="id", right_on="property_id"
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)
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properties_to_recs["estimated_cost"] = properties_to_recs["estimated_cost"].fillna(0)
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sustainability_data["has_cavity_insulation"] = sustainability_data["Wall Insulation"].isin(
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["FilledCavity", "FilledCavityPlusInternal", "FilledCavityPlusExternal"]
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)
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sustainability_data["has_iwi"] = sustainability_data["Wall Insulation"].isin(
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["Internal", "FilledCavityPlusInternal"]
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)
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sustainability_data["has_ewi"] = sustainability_data["Wall Insulation"].isin(
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["External", "FilledCavityPlusExternal"]
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)
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sustainability_data["has_loft_insulation"] = sustainability_data["Roof Insulation"].isin(
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["mm300", "mm250"]
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)
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sustainability_data["has_glazing"] = sustainability_data["Glazing"].isin(
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["Double 2002 or later", "Double but age unknown", "Triple", "DoubleKnownData", "Secondary", "TripleKnownData"]
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)
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sustainability_data["has_floor_insulation"] = sustainability_data["Floor Insulation"].isin(
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["RetroFitted"]
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)
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sustainability_data["has_efficient_boiler"] = (
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sustainability_data["Heating"].isin(["Boilers"]) & sustainability_data["Boiler Efficiency"].isin(["A"])
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)
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sustainability_data["has_ashp"] = (sustainability_data["Heating"].isin(["Heat pumps (wet)"]))
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sustainability_data["has_top_heat_controls"] = (
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sustainability_data["Controls Adequacy"].isin(["Top Spec"])
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)
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sustainability_data["has_optimal_heat_controls"] = (
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sustainability_data["Controls Adequacy"].isin(["Optimal"])
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)
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sustainability_data["has_flat_roof_insulation"] = (
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(sustainability_data["Roof Construction"] == "Flat") &
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(sustainability_data["Roof Insulation"].isin(["mm50", "mm150", "mm100"]))
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)
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properties_to_recs["uprn"] = properties_to_recs["uprn"].astype(str)
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comparison = sustainability_data.merge(
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properties_to_recs[
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["uprn", "cavity_wall_insulation", "external_wall_insulation", "internal_wall_insulation", "loft_insulation",
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"double_glazing", "secondary_glazing", "suspended_floor_insulation", "boiler_upgrade", "air_source_heat_pump",
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"time_temperature_zone_control", "roomstat_programmer_trvs", "flat_roof_insulation", "room_roof_insulation"
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]
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],
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left_on="UPRN",
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right_on="uprn",
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how="left"
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)
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# Flag entries where we've been told that walls are already insulated, but we have recommendations for wall insulation
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# ------------ Walls ------------
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comparison["conflict_cavity_wall_insulation"] = (
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(comparison["has_cavity_insulation"]) &
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(pd.isnull(comparison["cavity_wall_insulation"]) == False)
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)
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comparison["conflict_iwi_wall_insulation"] = (
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(comparison["has_iwi"]) &
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(pd.isnull(comparison["internal_wall_insulation"]) == False)
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)
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comparison["conflict_ewi_wall_insulation"] = (
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(comparison["has_ewi"]) &
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(pd.isnull(comparison["internal_wall_insulation"]) == False)
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)
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|
||||
cwi_conflicting = comparison[comparison["conflict_cavity_wall_insulation"] == True]
|
||||
iwi_conflicting = comparison[comparison["conflict_iwi_wall_insulation"] == True]
|
||||
ewi_conflicting = comparison[comparison["conflict_ewi_wall_insulation"] == True]
|
||||
|
||||
# ------------ Roof ------------
|
||||
comparison["conflict_roof_insulation"] = (
|
||||
(comparison["has_loft_insulation"]) &
|
||||
(pd.isnull(comparison["loft_insulation"]) == False)
|
||||
)
|
||||
|
||||
loft_conflicting = comparison[comparison["conflict_roof_insulation"] == True]
|
||||
|
||||
# ------------ Windows ------------
|
||||
comparison["conflict_double_glazing"] = (
|
||||
(comparison["has_glazing"]) &
|
||||
(
|
||||
(pd.isnull(comparison["double_glazing"]) == False) | (pd.isnull(comparison["secondary_glazing"]) == False)
|
||||
)
|
||||
)
|
||||
windows_conflicting = comparison[comparison["conflict_double_glazing"] == True]
|
||||
|
||||
# ------------ Floors ------------
|
||||
comparison["conflict_suspended_floor_insulation"] = (
|
||||
(comparison["has_floor_insulation"]) &
|
||||
(pd.isnull(comparison["suspended_floor_insulation"]) == False)
|
||||
)
|
||||
floors_conflicting = comparison[comparison["conflict_suspended_floor_insulation"] == True]
|
||||
|
||||
# ------------ Boiler Upgrade ------------
|
||||
comparison["conflict_boiler_upgrade"] = (
|
||||
(comparison["has_efficient_boiler"]) &
|
||||
(pd.isnull(comparison["boiler_upgrade"]) == False)
|
||||
)
|
||||
boiler_conflicting = comparison[comparison["conflict_boiler_upgrade"] == True]
|
||||
|
||||
# ------------ ASHP ------------
|
||||
comparison["conflict_air_source_heat_pump"] = (
|
||||
(comparison["has_ashp"]) &
|
||||
(pd.isnull(comparison["air_source_heat_pump"]) == False)
|
||||
)
|
||||
ashp_conflicting = comparison[comparison["conflict_air_source_heat_pump"] == True]
|
||||
|
||||
# ------------ heat controls ------------
|
||||
comparison["conflict_time_temperature_zone_control"] = (
|
||||
(comparison["has_top_heat_controls"]) &
|
||||
(pd.isnull(comparison["time_temperature_zone_control"]) == False)
|
||||
)
|
||||
comparison["conflict_roomstat_programmer_trvs"] = (
|
||||
(comparison["has_optimal_heat_controls"]) &
|
||||
(pd.isnull(comparison["roomstat_programmer_trvs"]) == False)
|
||||
)
|
||||
ttzc_conflicting = comparison[comparison["conflict_time_temperature_zone_control"] == True]
|
||||
rst_conflicting = comparison[comparison["conflict_roomstat_programmer_trvs"] == True]
|
||||
|
||||
# ------------ Flat Roof Insulation -----------
|
||||
comparison["conflict_flat_roof_insulation"] = (
|
||||
(comparison["has_flat_roof_insulation"]) &
|
||||
(pd.isnull(comparison["flat_roof_insulation"]) == False)
|
||||
)
|
||||
flat_roof_conflicting = comparison[comparison["conflict_flat_roof_insulation"] == True]
|
||||
|
||||
# All properties with conflicts
|
||||
all_conflicts = pd.concat(
|
||||
[
|
||||
cwi_conflicting,
|
||||
iwi_conflicting,
|
||||
ewi_conflicting,
|
||||
loft_conflicting,
|
||||
windows_conflicting,
|
||||
floors_conflicting,
|
||||
boiler_conflicting,
|
||||
ashp_conflicting,
|
||||
ttzc_conflicting,
|
||||
rst_conflicting,
|
||||
flat_roof_conflicting
|
||||
]
|
||||
)
|
||||
|
||||
all_conflicts["UPRN"].nunique()
|
||||
|
||||
|
||||
# What do I need to do:
|
||||
# TODO: - need to get a view of "all" measures for the property, not just recommended. We can do this but just looking
|
||||
# at one scenario
|
||||
# 1) I should store the current recommendations table, for the portfolio as a backup
|
||||
# 2) I need a total of already installed SAP points for each property. This should probably be stored on the
|
||||
# property_details_epc tabe
|
||||
# 3) For anything already installed, I should mark already installed as True, and set the cost to zero
|
||||
# 4) I need to update the plan cost to remove the cost of the installed measures
|
||||
|
||||
|
||||
### Rebaselining
|
||||
|
||||
|
||||
def get_installed_sap_adjustments_by_uprn_for_portfolio(
|
||||
session,
|
||||
portfolio_id: int,
|
||||
) -> Dict[int, float]:
|
||||
"""
|
||||
Returns { uprn -> total_sap_delta }
|
||||
"""
|
||||
|
||||
uprn_subquery = (
|
||||
session.query(PropertyModel.uprn)
|
||||
.filter(PropertyModel.portfolio_id == portfolio_id)
|
||||
.filter(PropertyModel.uprn.isnot(None))
|
||||
.subquery()
|
||||
)
|
||||
|
||||
rows = (
|
||||
session.query(
|
||||
InstalledMeasure.uprn,
|
||||
func.coalesce(func.sum(InstalledMeasure.sap_points), 0.0),
|
||||
)
|
||||
.filter(InstalledMeasure.is_active.is_(True))
|
||||
.filter(InstalledMeasure.uprn.in_(uprn_subquery))
|
||||
.group_by(InstalledMeasure.uprn)
|
||||
.all()
|
||||
)
|
||||
|
||||
return {uprn: float(delta) for uprn, delta in rows}
|
||||
|
||||
|
||||
def get_installed_measure_types_by_uprn(
|
||||
session,
|
||||
uprn: int,
|
||||
) -> Set[str]:
|
||||
rows = (
|
||||
session.query(InstalledMeasure.measure_type)
|
||||
.filter(InstalledMeasure.uprn == uprn)
|
||||
.filter(InstalledMeasure.is_active.is_(True))
|
||||
.all()
|
||||
)
|
||||
|
||||
# Convert enums → strings
|
||||
return {
|
||||
r[0].value if hasattr(r[0], "value") else r[0]
|
||||
for r in rows
|
||||
}
|
||||
|
||||
|
||||
# ------------------------------------------------------------
|
||||
# PROPERTY REBASING (READ-ONLY)
|
||||
# ------------------------------------------------------------
|
||||
|
||||
def compute_property_sap_updates(
|
||||
properties: List[PropertyModel],
|
||||
sap_adjustments: Dict[int, float],
|
||||
) -> List[dict]:
|
||||
"""
|
||||
Returns property SAP rebasing results.
|
||||
Does NOT mutate DB objects.
|
||||
"""
|
||||
|
||||
updates = []
|
||||
|
||||
for prop in properties:
|
||||
if prop.uprn is None or prop.original_sap_points is None:
|
||||
continue
|
||||
|
||||
sap_delta = sap_adjustments.get(prop.uprn, 0.0)
|
||||
new_sap = prop.original_sap_points + sap_delta
|
||||
|
||||
updates.append({
|
||||
"property_id": prop.id,
|
||||
"uprn": prop.uprn,
|
||||
"original_sap_points": prop.original_sap_points,
|
||||
"installed_sap_delta": sap_delta,
|
||||
"new_sap_points": new_sap,
|
||||
"is_adjusted": sap_delta != 0,
|
||||
})
|
||||
|
||||
return updates
|
||||
|
||||
|
||||
# ------------------------------------------------------------
|
||||
# PLAN RECOMPUTATION HELPERS
|
||||
# ------------------------------------------------------------
|
||||
|
||||
def get_effective_plan_recommendations(
|
||||
session,
|
||||
plan_id: int,
|
||||
excluded_measure_types: Set[str],
|
||||
) -> List[Recommendation]:
|
||||
q = (
|
||||
session.query(Recommendation)
|
||||
.join(PlanRecommendations)
|
||||
.filter(PlanRecommendations.plan_id == plan_id)
|
||||
.filter(Recommendation.default.is_(True))
|
||||
)
|
||||
|
||||
if excluded_measure_types:
|
||||
q = q.filter(
|
||||
~Recommendation.measure_type.in_(excluded_measure_types)
|
||||
)
|
||||
|
||||
return q.all()
|
||||
|
||||
|
||||
def aggregate_plan_metrics(recommendations: list[Recommendation]):
|
||||
agg = {
|
||||
"sap_points": 0.0,
|
||||
"co2_savings": 0.0,
|
||||
"energy_bill_savings": 0.0,
|
||||
"energy_consumption_savings": 0.0,
|
||||
"valuation_increase": 0.0,
|
||||
"cost_of_works": 0.0,
|
||||
"contingency_cost": 0.0,
|
||||
}
|
||||
|
||||
for r in recommendations:
|
||||
agg["sap_points"] += r.sap_points or 0.0
|
||||
agg["co2_savings"] += r.co2_equivalent_savings or 0.0
|
||||
agg["energy_bill_savings"] += r.energy_cost_savings or 0.0
|
||||
agg["energy_consumption_savings"] += r.energy_savings or 0.0
|
||||
agg["valuation_increase"] += r.property_valuation_increase or 0.0
|
||||
|
||||
base_cost = r.estimated_cost or 0.0
|
||||
agg["cost_of_works"] += base_cost
|
||||
agg["contingency_cost"] += calculate_contingency_for_recommendation(r)
|
||||
|
||||
return agg
|
||||
|
||||
|
||||
# ------------------------------------------------------------
|
||||
# PLAN REBASING (READ-ONLY)
|
||||
# ------------------------------------------------------------
|
||||
|
||||
def compute_plan_updates(
|
||||
session,
|
||||
plans: List[Plan],
|
||||
properties_by_id: Dict[int, PropertyModel],
|
||||
epcs_by_property_id: Dict[int, PropertyDetailsEpcModel],
|
||||
property_sap_updates: Dict[int, dict],
|
||||
) -> List[dict]:
|
||||
"""
|
||||
Computes plan metrics assuming properties are already rebased.
|
||||
"""
|
||||
|
||||
updates = []
|
||||
|
||||
for plan in plans:
|
||||
prop = properties_by_id.get(plan.property_id)
|
||||
epc = epcs_by_property_id.get(plan.property_id)
|
||||
prop_update = property_sap_updates.get(plan.property_id)
|
||||
|
||||
if not prop or not epc or not prop_update:
|
||||
continue
|
||||
|
||||
installed_types = get_installed_measure_types_by_uprn(
|
||||
session, prop.uprn
|
||||
)
|
||||
|
||||
future_recs = get_effective_plan_recommendations(
|
||||
session,
|
||||
plan.id,
|
||||
installed_types,
|
||||
)
|
||||
|
||||
metrics = aggregate_plan_metrics(future_recs)
|
||||
|
||||
baseline_bill = (
|
||||
epc.heating_cost_current
|
||||
+ epc.hot_water_cost_current
|
||||
+ epc.lighting_cost_current
|
||||
+ epc.appliances_cost_current
|
||||
+ epc.gas_standing_charge
|
||||
+ epc.electricity_standing_charge
|
||||
)
|
||||
|
||||
post_sap = prop_update["new_sap_points"] + metrics["sap_points"]
|
||||
|
||||
updates.append({
|
||||
"plan_id": plan.id,
|
||||
"property_id": plan.property_id,
|
||||
|
||||
# SAP / EPC
|
||||
"post_sap_points": post_sap,
|
||||
"post_epc_rating": sap_to_epc(post_sap),
|
||||
|
||||
# Carbon
|
||||
"co2_savings": metrics["co2_savings"],
|
||||
"post_co2_emissions": (
|
||||
epc.co2_emissions - metrics["co2_savings"]
|
||||
if epc.co2_emissions is not None
|
||||
else None
|
||||
),
|
||||
|
||||
# Energy bills
|
||||
"energy_bill_savings": metrics["energy_bill_savings"],
|
||||
"post_energy_bill": baseline_bill - metrics["energy_bill_savings"],
|
||||
|
||||
# Energy consumption
|
||||
"energy_consumption_savings": metrics["energy_consumption_savings"],
|
||||
"post_energy_consumption": (
|
||||
epc.primary_energy_consumption
|
||||
- metrics["energy_consumption_savings"]
|
||||
),
|
||||
|
||||
# Valuation
|
||||
"valuation_increase": metrics["valuation_increase"],
|
||||
"valuation_post_retrofit": (
|
||||
prop.current_valuation + metrics["valuation_increase"]
|
||||
if prop.current_valuation is not None
|
||||
else None
|
||||
),
|
||||
|
||||
# Costs
|
||||
"cost_of_works": metrics["cost_of_works"],
|
||||
"contingency_cost": metrics["contingency_cost"],
|
||||
})
|
||||
|
||||
return updates
|
||||
|
||||
|
||||
def calculate_contingency_for_recommendation(
|
||||
recommendation,
|
||||
) -> float:
|
||||
"""
|
||||
Recompute contingency for a recommendation using the same
|
||||
logic as the costing engine.
|
||||
|
||||
Assumptions:
|
||||
- recommendation.estimated_cost is the 'total' cost
|
||||
- contingency is a percentage of total
|
||||
"""
|
||||
|
||||
if recommendation.estimated_cost is None:
|
||||
return 0.0
|
||||
|
||||
# Normalise measure_type (Enum → str)
|
||||
measure_type = (
|
||||
recommendation.measure_type.value
|
||||
if hasattr(recommendation.measure_type, "value")
|
||||
else recommendation.measure_type
|
||||
)
|
||||
|
||||
# Measure-specific contingency if defined, else global fallback
|
||||
contingency_rate = Costs.CONTINGENCIES.get(
|
||||
measure_type,
|
||||
Costs.CONTINGENCY, # default (e.g. 10%)
|
||||
)
|
||||
|
||||
return recommendation.estimated_cost * contingency_rate
|
||||
|
||||
|
||||
def persist_property_sap_updates(
|
||||
property_updates_by_id: dict[int, dict],
|
||||
):
|
||||
"""
|
||||
Writes adjusted SAP values back to property table.
|
||||
Safe to re-run.
|
||||
"""
|
||||
|
||||
with db_session() as session:
|
||||
properties = (
|
||||
session.query(PropertyModel)
|
||||
.filter(PropertyModel.id.in_(property_updates_by_id.keys()))
|
||||
.all()
|
||||
)
|
||||
|
||||
for prop in properties:
|
||||
update = property_updates_by_id[prop.id]
|
||||
|
||||
prop.installed_measures_sap_point_adjustment = update["installed_sap_delta"]
|
||||
prop.is_sap_points_adjusted_for_installed_measures = update["is_adjusted"]
|
||||
prop.current_sap_points = update["new_sap_points"]
|
||||
prop.current_epc_rating = sap_to_epc(update["new_sap_points"])
|
||||
|
||||
print(f"✅ Updated {len(properties)} properties")
|
||||
|
||||
|
||||
def persist_plan_updates(plan_updates: list[dict]):
|
||||
"""
|
||||
Writes recalculated plan metrics.
|
||||
Safe to re-run.
|
||||
"""
|
||||
|
||||
with db_session() as session:
|
||||
plans = (
|
||||
session.query(Plan)
|
||||
.filter(Plan.id.in_([u["plan_id"] for u in plan_updates]))
|
||||
.all()
|
||||
)
|
||||
|
||||
plans_by_id = {p.id: p for p in plans}
|
||||
|
||||
for update in plan_updates:
|
||||
plan = plans_by_id.get(update["plan_id"])
|
||||
if not plan:
|
||||
continue
|
||||
|
||||
# SAP / EPC
|
||||
plan.post_sap_points = update["post_sap_points"]
|
||||
plan.post_epc_rating = Epc(update["post_epc_rating"])
|
||||
|
||||
# Carbon
|
||||
plan.co2_savings = update["co2_savings"]
|
||||
plan.post_co2_emissions = update["post_co2_emissions"]
|
||||
|
||||
# Energy
|
||||
plan.energy_bill_savings = update["energy_bill_savings"]
|
||||
plan.post_energy_bill = update["post_energy_bill"]
|
||||
|
||||
plan.energy_consumption_savings = update["energy_consumption_savings"]
|
||||
plan.post_energy_consumption = update["post_energy_consumption"]
|
||||
|
||||
# Valuation
|
||||
plan.valuation_increase = update["valuation_increase"]
|
||||
plan.valuation_post_retrofit = update["valuation_post_retrofit"]
|
||||
|
||||
# Costs
|
||||
plan.cost_of_works = update["cost_of_works"]
|
||||
plan.contingency_cost = update["contingency_cost"]
|
||||
|
||||
print(f"✅ Updated {len(plans)} plans")
|
||||
|
||||
|
||||
# ------------------------------------------------------------
|
||||
# EXECUTION (DRY RUN)
|
||||
# ------------------------------------------------------------
|
||||
|
||||
PORTFOLIO_ID = 430
|
||||
# TODO - run the original sap points update on the peabody portfolio
|
||||
|
||||
with db_read_session() as session:
|
||||
properties = (
|
||||
session.query(PropertyModel)
|
||||
.filter(PropertyModel.portfolio_id == PORTFOLIO_ID)
|
||||
.all()
|
||||
)
|
||||
|
||||
plans = (
|
||||
session.query(Plan)
|
||||
.filter(Plan.portfolio_id == PORTFOLIO_ID)
|
||||
.all()
|
||||
)
|
||||
|
||||
epcs = {
|
||||
e.property_id: e
|
||||
for e in (
|
||||
session.query(PropertyDetailsEpcModel)
|
||||
.join(PropertyModel)
|
||||
.filter(PropertyModel.portfolio_id == PORTFOLIO_ID)
|
||||
.all()
|
||||
)
|
||||
}
|
||||
|
||||
sap_adjustments = get_installed_sap_adjustments_by_uprn_for_portfolio(
|
||||
session,
|
||||
PORTFOLIO_ID,
|
||||
)
|
||||
|
||||
property_updates = compute_property_sap_updates(
|
||||
properties,
|
||||
sap_adjustments,
|
||||
)
|
||||
|
||||
property_updates_by_id = {
|
||||
u["property_id"]: u
|
||||
for u in property_updates
|
||||
}
|
||||
|
||||
properties_by_id = {p.id: p for p in properties}
|
||||
|
||||
plan_updates = compute_plan_updates(
|
||||
session,
|
||||
plans,
|
||||
properties_by_id,
|
||||
epcs,
|
||||
property_updates_by_id,
|
||||
)
|
||||
|
||||
# When ready to run!
|
||||
persist_property_sap_updates(property_updates_by_id)
|
||||
persist_plan_updates(plan_updates)
|
||||
|
|
@ -3,11 +3,14 @@ This script prepares the data for the financial model
|
|||
"""
|
||||
|
||||
import pandas as pd
|
||||
import numpy as np
|
||||
from backend.app.utils import sap_to_epc
|
||||
from sqlalchemy.orm import sessionmaker
|
||||
from backend.app.db.connection import db_engine
|
||||
from backend.app.db.models.recommendations import Recommendation, Plan, PlanRecommendations
|
||||
from backend.app.db.connection import db_engine, db_read_session
|
||||
from backend.app.db.models.recommendations import Recommendation, Plan, PlanRecommendations, RecommendationMaterials
|
||||
from backend.app.db.models.portfolio import PropertyModel, PropertyDetailsEpcModel, PropertyDetailsSpatial
|
||||
from backend.app.db.functions.materials_functions import get_materials
|
||||
from collections import defaultdict
|
||||
|
||||
# PORTFOLIO_ID = 206
|
||||
# SCENARIOS = [389]
|
||||
|
|
@ -18,6 +21,7 @@ SCENARIOS = [
|
|||
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
|
||||
]
|
||||
scenario_names = {
|
||||
871: "EPC C, fabric first, no solid floor, ashp 3.0",
|
||||
|
|
@ -25,6 +29,7 @@ scenario_names = {
|
|||
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"
|
||||
}
|
||||
|
||||
|
||||
|
|
@ -32,60 +37,97 @@ def get_data(portfolio_id, scenario_ids):
|
|||
session = sessionmaker(bind=db_engine)()
|
||||
session.begin()
|
||||
|
||||
# Get properties and their details for a specific portfolio
|
||||
# --------------------
|
||||
# Properties
|
||||
# --------------------
|
||||
properties_query = session.query(
|
||||
PropertyModel,
|
||||
PropertyDetailsEpcModel
|
||||
).join(
|
||||
PropertyDetailsEpcModel, PropertyModel.id == PropertyDetailsEpcModel.property_id
|
||||
PropertyDetailsEpcModel,
|
||||
PropertyModel.id == PropertyDetailsEpcModel.property_id
|
||||
).filter(
|
||||
PropertyModel.portfolio_id == portfolio_id # Filter by portfolio ID
|
||||
PropertyModel.portfolio_id == portfolio_id
|
||||
).all()
|
||||
|
||||
# Transform properties data to include all fields dynamically
|
||||
properties_data = [
|
||||
{**{col.name: getattr(prop.PropertyModel, col.name) for col in PropertyModel.__table__.columns},
|
||||
**{col.name: getattr(prop.PropertyDetailsEpcModel, col.name) for col in
|
||||
PropertyDetailsEpcModel.__table__.columns}}
|
||||
for prop in properties_query
|
||||
{
|
||||
**{col.name: getattr(p.PropertyModel, col.name)
|
||||
for col in PropertyModel.__table__.columns},
|
||||
**{col.name: getattr(p.PropertyDetailsEpcModel, col.name)
|
||||
for col in PropertyDetailsEpcModel.__table__.columns},
|
||||
}
|
||||
for p in properties_query
|
||||
]
|
||||
|
||||
# Get property IDs from fetched properties
|
||||
# --------------------
|
||||
# Plans
|
||||
# --------------------
|
||||
plans_query = session.query(Plan).filter(
|
||||
Plan.scenario_id.in_(scenario_ids)
|
||||
).all()
|
||||
|
||||
# Get plans linked to the fetched properties
|
||||
plans_query = session.query(Plan).filter(Plan.scenario_id.in_(scenario_ids)).all()
|
||||
|
||||
# Transform plans data to include all fields dynamically
|
||||
plans_data = [
|
||||
{col.name: getattr(plan, col.name) for col in Plan.__table__.columns}
|
||||
for plan in plans_query
|
||||
]
|
||||
|
||||
# Extract plan IDs for filtering recommendations through PlanRecommendations
|
||||
plan_ids = [plan['id'] for plan in plans_data]
|
||||
plan_ids = [p["id"] for p in plans_data]
|
||||
|
||||
# Get recommendations through PlanRecommendations for those plans and that are default
|
||||
# --------------------
|
||||
# Recommendations (NO materials yet)
|
||||
# --------------------
|
||||
recommendations_query = session.query(
|
||||
Recommendation,
|
||||
Plan.scenario_id
|
||||
).join(
|
||||
PlanRecommendations, Recommendation.id == PlanRecommendations.recommendation_id
|
||||
PlanRecommendations,
|
||||
Recommendation.id == PlanRecommendations.recommendation_id
|
||||
).join(
|
||||
Plan, Plan.id == PlanRecommendations.plan_id # Join with Plan to access scenario_id
|
||||
Plan,
|
||||
Plan.id == PlanRecommendations.plan_id
|
||||
).filter(
|
||||
PlanRecommendations.plan_id.in_(plan_ids),
|
||||
Recommendation.default == True # Filtering for default recommendations
|
||||
Recommendation.default.is_(True)
|
||||
).all()
|
||||
|
||||
# Transform recommendations data to include all fields dynamically and include scenario_id
|
||||
recommendations_data = [
|
||||
{**{col.name: getattr(rec.Recommendation, col.name) if hasattr(rec, 'Recommendation') else getattr(rec,
|
||||
col.name) for
|
||||
col in Recommendation.__table__.columns},
|
||||
"Scenario ID": rec.scenario_id}
|
||||
for rec in recommendations_query
|
||||
{
|
||||
**{col.name: getattr(r.Recommendation, col.name)
|
||||
for col in Recommendation.__table__.columns},
|
||||
"scenario_id": r.scenario_id,
|
||||
"materials": [] # placeholder
|
||||
}
|
||||
for r in recommendations_query
|
||||
]
|
||||
|
||||
recommendation_ids = [r["id"] for r in recommendations_data]
|
||||
|
||||
# --------------------
|
||||
# Recommendation materials (SEPARATE QUERY)
|
||||
# --------------------
|
||||
materials_query = session.query(
|
||||
RecommendationMaterials
|
||||
).filter(
|
||||
RecommendationMaterials.recommendation_id.in_(recommendation_ids)
|
||||
).all()
|
||||
|
||||
# Group materials by recommendation_id
|
||||
materials_by_recommendation = defaultdict(list)
|
||||
|
||||
for m in materials_query:
|
||||
materials_by_recommendation[m.recommendation_id].append({
|
||||
"material_id": m.material_id,
|
||||
"depth": m.depth,
|
||||
"quantity": m.quantity,
|
||||
"quantity_unit": m.quantity_unit,
|
||||
"estimated_cost": m.estimated_cost,
|
||||
})
|
||||
|
||||
# Attach materials safely (no filtering side effects)
|
||||
for r in recommendations_data:
|
||||
r["materials"] = materials_by_recommendation.get(r["id"], [])
|
||||
|
||||
session.close()
|
||||
|
||||
return properties_data, plans_data, recommendations_data
|
||||
|
|
@ -97,6 +139,40 @@ properties_df = pd.DataFrame(properties_data)
|
|||
plans_df = pd.DataFrame(plans_data)
|
||||
recommendations_df = pd.DataFrame(recommendations_data)
|
||||
|
||||
with db_read_session() as session:
|
||||
materials = get_materials(session)
|
||||
|
||||
materials = pd.DataFrame(materials)
|
||||
|
||||
material_lookup = (
|
||||
materials
|
||||
.set_index("id")[["type", "includes_battery"]]
|
||||
.to_dict("index")
|
||||
)
|
||||
|
||||
|
||||
def has_solar_with_battery(materials_list):
|
||||
for m in materials_list or []:
|
||||
mat = material_lookup.get(m["material_id"])
|
||||
if not mat:
|
||||
continue
|
||||
if mat["type"] == "solar_pv" and mat["includes_battery"]:
|
||||
return True
|
||||
return False
|
||||
|
||||
|
||||
recommendations_df["has_solar_with_battery"] = (
|
||||
recommendations_df["materials"].apply(has_solar_with_battery)
|
||||
)
|
||||
|
||||
recommendations_df["measure_type"] = np.where(
|
||||
recommendations_df["has_solar_with_battery"] == True,
|
||||
recommendations_df["measure_type"] + "_with_battery",
|
||||
recommendations_df["measure_type"]
|
||||
)
|
||||
|
||||
# Adjust material type to indicate if there is a battery included
|
||||
|
||||
from utils.s3 import read_csv_from_s3, read_excel_from_s3
|
||||
|
||||
# asset_list = read_excel_from_s3(
|
||||
|
|
@ -107,13 +183,13 @@ from utils.s3 import read_csv_from_s3, read_excel_from_s3
|
|||
|
||||
for scenario_id in SCENARIOS:
|
||||
# Get recs for this scenario
|
||||
recommended_measures_df = recommendations_df[recommendations_df["Scenario ID"] == scenario_id][
|
||||
recommended_measures_df = recommendations_df[recommendations_df["scenario_id"] == scenario_id][
|
||||
["property_id", "measure_type", "estimated_cost", "default"]
|
||||
]
|
||||
recommended_measures_df = recommended_measures_df[recommended_measures_df["default"]]
|
||||
recommended_measures_df = recommended_measures_df.drop(columns=["default"])
|
||||
|
||||
post_install_sap = recommendations_df[recommendations_df["Scenario ID"] == scenario_id][
|
||||
post_install_sap = recommendations_df[recommendations_df["scenario_id"] == scenario_id][
|
||||
["property_id", "default", "sap_points"]]
|
||||
post_install_sap = post_install_sap[post_install_sap["default"]]
|
||||
# Sum up the sap points by property id
|
||||
|
|
|
|||
Loading…
Add table
Reference in a new issue