Closes the Ext1 vaulted-roof over-count that S0380.209 exposed on golden
cert 0240-0200-5706. BP2 lodges roof_construction=5 (vaulted ceiling),
roof_insulation_thickness="NI" (parsed to 0), description "Pitched,
insulated (assumed)", band J. The cascade returned U=0.68 — the RdSAP 10
§5.11.4 (p.44) retrofit-50 mm "insulation at joists" row. A vaulted /
sloping ceiling has no ceiling-joist void, so that row does not apply; per
RdSAP 10 §5.11 Table 18 (p.45) it takes the column (1) age-band default
(band J = 0.16).
The arbiter is the cohort, not the spec text alone: 33 cohort-2 certs
lodge "ND" (thickness None) vaulted roofs (roof_construction=5, band D)
that already pin to their dr87 worksheets at U=0.40 = Table 18 col (1) by
falling through the age-band default. 0240's only difference is the "NI"
sentinel (insulation present, unknown thickness) which uniquely hit the
0.68 override. (The S0380.209 note's predicted "cont ≈ 72.31" assumed a
col-3 0.25 value; the cohort's ND vaulted roofs disprove that — they use
col (1), so 0240 lands at cont 72.4617.)
Implementation: new `u_roof(is_sloping_ceiling=...)` flag, threaded from
heat_transmission for roof_construction_type containing "sloping ceiling"
(code 8) or "vaulted" (code 5). It fires only for the NI case
(thickness 0 + "insulated (assumed)"), routing to the col (1) age-band
default; the "ND"/None path is untouched (already col 1) and a NORMAL
pitched-with-loft roof still takes the §5.11.4 50 mm row (flag defaults
False). roof 76.93 → ~68 W/K → 0240 PE +5.5044 → +1.5181, CO2 +0.2757 →
+0.0728 (SAP integer 72 unchanged — the true value; lodged 73 needs the
unpreserved 2013+ pump).
Also corrects test_u_wall_cavity_as_built_partial_insulation_routes_to_
filled_cavity_row → ..._routes_to_as_built_row: a missed S0380.210
follow-up. That test (in domain/sap10_ml/tests/, which the AGENT_GUIDE §4
suite command does not run) asserted the pre-S0380.210 "partial insulation
→ filled" behavior on legacy-map parity, not worksheet evidence; S0380.210
corrected it to the as-built row per RdSAP 10 Table 6 + golden cert 0390's
four-metric closure.
Suite: 2614 passed, 1 skipped; the 2 remaining failures in
test_rdsap_uvalues.py (stone §5.6 thin-wall formula vs Table-6 1.7 cap)
are pre-existing (fail at HEAD 58ff7d88, before this branch's work).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Pin the FE-facing aggregate_portfolio_recommendations (previously untested): it
sums a Scenario's default Recommendations onto the Scenario row, joining
Recommendation → Plan on recommendation.plan_id. Locks the m2m→plan_id read cut
for the FE-critical path, now testable thanks to the full-parity ScenarioModel.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Move the scenario and installed_measure tables into
infrastructure/postgres/modelling/ as full-parity SQLModel definitions
(ScenarioModel, InstalledMeasureModel + MeasureType), completing the cluster
consolidation. backend/app/db/models/recommendations.py is now a pure
re-export shim.
ScenarioModel.goal is the PortfolioGoal enum (legacy planning branches on it),
sourced from domain/modelling/portfolio_goal.py; the repo's to_domain maps it to
its value string, so domain Scenario.goal is now the value ("Increasing EPC")
consistent with the orchestrator's check — fixing the latent name-vs-value
inconsistency the old str column masked (the scenario repo test stored the enum
*name*). Parity columns are nullable (mirror convention; live NOT-NULLs owned by
Drizzle).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
PortfolioGoal is domain vocabulary (a Scenario's goal — legacy planning branches
on PortfolioGoal.INCREASING_EPC), so it belongs in domain/ co-located with
scenario.py, mirroring how domain/epc/wall_type.py holds an enum that
infrastructure/ imports. This lets the consolidated ScenarioModel (next slice)
source the goal enum from domain without an infra→backend dependency.
portfolio.py keeps a re-export so every existing
`from ...portfolio import PortfolioGoal` caller is unaffected.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Standardise the modelling persistence classes on the …Model suffix (PlanModel,
RecommendationModel, RecommendationMaterialModel) — matching the epc_property
precedent and the legacy names the rest of backend/ already imports, so the
shim's plan re-export becomes literal (no alias) and the eventual shim deletion
needs zero renames. The …Row→…Model sweep for the non-cluster tables
(Property/Task/Material/…) waits until their live legacy …Model counterparts
are retired, to avoid reintroducing dual-definition collisions. No behaviour
change.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Update the mapper-bugs handover: Thread 3 closed via the cavity
"partial insulation (assumed)" → "Cavity as built" routing fix; record
the latent open question about the unvalidated "insulated (assumed)" →
filled-cavity test (slice S-B25). Bump HEAD/baseline/next-slice.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Golden cert 0390-2954-3640 (detached, TFA 360, age F) carried a +7 SAP /
-28 kWh/m² PE residual the audit attributed to a demand-side fabric gap.
Walking the §3 cascade localised it to the Main wall: lodged
wall_construction=4 (cavity), wall_insulation_type=4 (as-built / assumed),
description "Cavity wall, as built, partial insulation (assumed)". The
cascade mis-routed it to the Table 6 "Filled cavity" row (band F = 0.40)
because `_described_as_insulated` matches the "partial insulation"
substring.
RdSAP 10 Specification (10-06-2025) Table 6 — Wall U-values, England
distinguishes two cavity rows:
"Cavity as built" A-E 1.5, F 1.0, G 0.60, H 0.60, I 0.45, J 0.35, ...
"Filled cavity" A-E 0.7, F 0.40, G 0.35, H 0.35, I 0.45†, J 0.35†, ...
An "as built ... partial insulation (assumed)" cavity is the as-built
partial fill of the age band, NOT a retrofit cavity fill (a genuine fill
lodges the distinct "Cavity wall, filled cavity", wall_insulation_type=2).
It therefore routes to "Cavity as built" (band F = 1.0), mirroring the
worksheet-validated solid-brick rule in S0380.209 (cases 9/10: "as built,
insulated (assumed)" → as-built age-band row, not retrofit).
New `_cavity_described_as_filled` predicate is used only in u_wall's
cavity filled-row branch; it excludes the "partial insulation" substring
while keeping "insulated (assumed)" → filled (the unrelated, separately
asserted test_cavity_as_built_insulated_assumed_uses_filled_cavity_row is
unchanged). The shared `_described_as_insulated` (also consumed by the
roof/floor paths) is left untouched.
Wall HLC +53.6 W/K (U 0.40 → 1.0 over ~268 m²) lifts all four metrics
together — the signature of a real fabric bug, not a tuned offset:
SAP +7 → +0
PE -27.9745 → +0.5281 kWh/m²
CO2 -2.7134 → -0.1189 t/yr
Bands I-M are unaffected (the two rows coincide per the † footnote), so
golden certs 0535 (band M) / 7536 (band L) with "insulated (assumed)"
cavities continue to pin at 0. Full suite 2384 passed, 1 skipped.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Records post-S0380.209 state: 0240 verdict (true SAP 72, register 73 = unpreserved
2013+ pump, proven 0=Unknown via 13 pairs), and three open threads — roof Ext1
"insulated (assumed)" U over-count (needs case 11 worksheet), community fuel-code
collision (API 18-25 vs Table-12 biomass 18-25; cert 9390 CO2 6x low; needs 9390
worksheet), and 0390 +7 demand-side gap. Plus the audit table of all 5 non-zero-SAP
golden certs.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Stop writing the m2m (remove create_plan_recommendations + its call, the bulk
link insert and the now-dead plan_ids_by_index, and the plan_recommendations
delete in delete_property_batch) and remove the PlanRecommendationRow model +
its shim alias and the test_export fixture inserts. Measures now link to their
Plan solely via recommendation.plan_id (writers set it, readers join on it).
The live drop of the plan_recommendations table is the FE-owned Drizzle
migration documented in docs/migrations/recommendation-plan-id.md, sequenced
after the read-cut + backfill.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Rewrite the three structurally-identical m2m-join readers
(portfolio_functions.aggregate_portfolio_recommendations,
Outputs.get_recommendations_from_db, export get_recommendations) to join
PlanModel directly via recommendation.plan_id, dropping the plan_recommendations
join and its now-unused import. The writers set plan_id (prior slice), so the
rows resolve. test_export pins the export reader through the cut (its fixtures
now set recommendation.plan_id). A portfolio_functions DB characterization test
lands with the scenario consolidation (which provides the full-parity scenario
table the aggregation writes to).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
upload_recommendations and bulk_upload_recommendations_and_materials now set
plan_id on each recommendation row (the plan id is already in scope), while
still writing the plan_recommendations m2m — the dual-write that lets readers
move onto plan_id with no breakage during the transition (ADR-0017 amendment /
docs/migrations/recommendation-plan-id.md). The m2m write is removed in a later
slice once no reader depends on it.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Move the live plan, recommendation, recommendation_materials and (retiring)
plan_recommendations tables into a new infrastructure/postgres/modelling/
subpackage as single SQLModel definitions (the epc_property pattern), absorbing
the rebuild's partial PlanRow/RecommendationRow mirrors and carrying full
legacy column parity plus recommendation.plan_id. Out-of-cluster references are
plain indexed ints (mirror convention); the live FKs are owned by the Drizzle
schema. backend/app/db/models/recommendations.py becomes a re-export shim
(ScenarioModel/InstalledMeasure stay for a later slice).
Fix the export conftest to create SQLModel-first (so Base funding_package's FK
to the now-SQLModel plan resolves) and skip the redundant drop_all on its
function-scoped throwaway DB (the epc enum type is now shared across both
metadatas). Resolves the pre-existing dual-definition collision: the rebuild
and legacy export suites are now co-runnable. No behaviour change.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The EPC renders a recent-band as-built wall as "<material>, as built,
insulated (assumed)". The API mapper populates epc.walls with that string,
and heat_transmission's wall_ins_present gate keyed off the "insulated"
substring → routed the wall to the RdSAP 50 mm "insulation of unknown
thickness" bucket (e.g. sandstone band J U=0.25) instead of the as-built
age-band row (U=0.35).
Per RdSAP 10 Table 8/9 footnote the 50 mm row applies ONLY when insulation
is "known to have been increased subsequently (otherwise 'as built'
applies)". An "as built ... (assumed)" description is the EPC's age-band
assumption — it only renders on RECENT bands (an old band renders "no
insulation (assumed)"), so the as-built row applies. Genuine retrofit is
signalled by wall_insulation_type (External/Internal/Filled), which the
gate still checks independently.
Worksheet-validated by two new Elmhurst worksheets, both As Built band J:
- simulated case 9: sandstone → (29a) U 0.35
- simulated case 10: solid brick → (29a) U 0.35
both the as-built row, NOT 50 mm (0.25).
Fix: restrict the description-based gate to genuine retrofit via the new
local `_described_as_retrofit_insulated` (excludes "as built"/"(assumed)").
The cavity filled-row routing inside `u_wall` (which uses
`_described_as_insulated` directly) is untouched — the 3 cavity API certs
(0390/0535/7536) are unaffected.
test_heat_transmission: the old `..._uses_50mm_row` test asserted 50 mm via
an IMPOSSIBLE band-B + "insulated (assumed)" combination; corrected to a
valid recent-band (J) scenario asserting the as-built row (35 W/K).
Golden 0240: walls 24.45 → 34.23 W/K (U 0.25 → 0.35). SAP integer 72
unchanged; PE residual re-pinned +1.8687 → +5.5044, CO2 +0.0907 → +0.2757.
This spec-correct fix REMOVED the wall under-count that was masking the
Ext1 vaulted-roof over-count (cascade U 0.68 via the same "insulated
(assumed)" description vs case-9 sloping-ceiling 0.25) — that roof
over-count is the next slice; fixing both lands SAP cont ≈ 72.31 (=
Elmhurst case 9).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Rewrite the migration spec into the full expand/contract sequence (add plan_id
→ backfill → dual-write → cut reads → drop) with the two load-bearing rules:
backfill before any read cuts over, and dual-write the m2m until all reads are
off it (the Drizzle FE reads the tables directly, so the repos can't deploy
atomically). Amend ADR-0017 from "m2m retired for new writes" to "m2m dropped +
one SQLModel definition per table under infrastructure/postgres/modelling/".
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
`_plan_for` now scores the baseline + every cumulative prefix once
(`cascade_scores`, best-practice order) and reuses those Scores for both the
role-3 marginal attribution and a per-measure bill cascade: bill each prefix at
one Fuel Rates snapshot and take consecutive Bill deltas as each measure's
marginal delivered-kWh and £ saving. Saving is signed (ventilation is
negative) and telescopes exactly to the Plan headline savings, because the
Plan's baseline/post Bills are now the same cascade endpoints (`bills[0]` /
`bills[-1]`) — which also drops the redundant standalone baseline `calculate`.
`recommendation.kwh_savings` / `energy_cost_savings` are filled from these.
Adds `Bill.total_consumption_kwh` (shared by Plan + the orchestrator). Pinned
end-to-end on the real calculator: Σ per-measure savings == the Plan totals
(ADR-0014 amendment).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
`PlanMeasure` grows optional `kwh_savings` (delivered energy) and
`energy_cost_savings` (£) — its slice of the telescoping bill cascade, signed
so positive is a saving and `None` until billing runs. `RecommendationRow`
declares the matching live `recommendation.kwh_savings` /
`energy_cost_savings` columns and maps them in `from_domain` (None → NULL).
The vestigial `recommendation.energy_savings` stays undeclared (legacy = 0).
No FE migration — the columns already exist on the live table (ADR-0014 / 0017).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Adds simulated case 7: case 6 (P960-0001-001431) with the heating swapped
to a CONDENSING OIL COMBI (SAP code 130, Table 4b 82/73) and the cylinder
removed — combi instantaneous DHW (WHC 901), Table 3a keep-hot combi loss
(61) = 600 kWh/yr, no primary/storage loss, boiler interlock PRESENT (no
−5pp). This is the heating archetype golden cert 0240-0200-5706-2365-8010
uses, which case 6 (SAP code 127, a *regular* condensing oil boiler +
cylinder) never exercised.
The cascade reproduces the case-7 worksheet EXACTLY at abs=1e-4 on every
top-level SapResult output with ZERO calculator changes:
(211) 7865.4304 (213) 7556.9821 (219) 3496.8121 (98c) 12646.3783
(255) 1123.3372 (257) 1.9631 (272) 5738.9315 (258) 73
This validates the SAP 10.2 Appendix D Eq D1 combi efficiency blend +
Table 3a keep-hot combi loss + Table 4b code 130 (82/73) path, and
exonerates the combi mechanism as the source of 0240's API-path residual
— which therefore lives in 0240's fabric/demand or the API mapper.
Test-only slice (no impl change). New fixture file: 0 pyright errors.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Pull the cumulative-prefix scoring out of `marginal_impacts` into a reusable
`cascade_scores(scorer, baseline, overlays) -> list[Score]` (index 0 the
baseline, one calculator run per prefix) plus a pure `marginals_from_scores`.
Each Score carries its SapResult, so the next slice's telescoping per-measure
bill cascade can re-bill the same prefixes the role-3 attribution already
scores — no extra `calculate` calls (ADR-0014 / ADR-0016). `marginal_impacts`
now delegates; behaviour unchanged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
ModellingOrchestrator gains a constructor-injected FuelRatesRepository (mirrors
Baseline): run() resolves get_current() once and reuses one BillDerivation across
the batch. _plan_for prices the baseline and post-package end-states from the
SapResults already on their Scores (no extra calculate) and passes the Bills to
Plan. PlanRow mirror + from_domain gain the four live columns post_energy_bill /
energy_bill_savings / post_energy_consumption / energy_consumption_savings.
Pipeline/handler wire the fuel-rates repo. Integration tests assert the columns
persist: the multi-measure (fallback) plan shows positive bill+consumption
savings; the already-at-target zero-measure plan shows the current bill with
exactly zero savings. Fuel-switch measures price at the new fuel for free (we
bill the simulated end-state). 183 modelling/billing/orchestration/repo tests
pass, pyright strict clean. Plan-level only; per-measure savings next.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Plan gains optional baseline_bill / post_bill (the Bills derived for the
unmodified and post-package end-states at one Fuel Rates snapshot) and derives
the four plan-level columns: post_energy_bill (post total), energy_bill_savings
(baseline - post), post_energy_consumption (Σ post section kWh), and
energy_consumption_savings (baseline - post delivered kWh). All return None until
billing runs (persisted as NULL), so existing Plan construction and the
not-yet-wired orchestrator stay green. Plan-level only; per-measure savings are a
later slice (ADR-0014 amendment).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Score gains sap_result: Optional[SapResult], populated by PackageScorer with the
calculator output its headline figures came from. This lets the Modelling stage
price the post-package (and baseline) end-state via Bill Derivation reusing a
SapResult already computed by the optimiser's re-score / the orchestrator's
baseline score — no second calculate (ADR-0014 amendment). The optimiser reads
only sap_continuous, so it stays domain-agnostic and the stub scorers (which omit
sap_result) are unaffected — all optimiser tests pass unchanged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Bill / EnergyBreakdown / BillDerivation / sap_fuel were under
domain/property_baseline/ only because Baseline was built first. The Modelling
stage now needs them too, so move them (and their tests) to a neutral
domain/billing/ — Fuel/FuelRates already live in the shared domain/fuel_rates/.
Avoids a modelling -> property_baseline cross-stage import and a package name
that wrongly implies ownership (ADR-0011, ADR-0014 amendment). Pure git mv +
import rewrite across 10 files; 40 billing/baseline/repo tests pass, pyright
strict clean. CONTEXT.md Bill Derivation location updated.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Records the /grill-with-docs design for the Modelling Bill-Derivation slice:
Bill Derivation is cross-stage (relocate Bill/EnergyBreakdown/BillDerivation/
sap_fuel to a neutral domain/billing/); Modelling bills the fully-overlaid
post-package SapResult (so fuel-switch measures price at the new fuel for free),
diffing against the baseline at the same FuelRates snapshot; the post-package
and baseline SapResults are captured from scores the optimiser/orchestrator
already compute (Score.sap_result), so no second calculate; FuelRatesRepository
is constructor-injected into ModellingOrchestrator mirroring Baseline; plan-level
columns this slice, per-measure telescoping bill cascade next (energy_savings is
vestigial, left NULL).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Adds a "build THIS in Elmhurst" specification — dwelling, dual condensing
oil-combi (code 130) heating, combi/no-cylinder DHW (Table 3a keep-hot
600), per-element fabric W/K targets, room-in-roof gables, the 5 vertical
+ 6 roof-of-room windows, lighting (8 LED), no PV — so a generated
worksheet reproduces cert 0240 as closely as possible. Flags the three
load-bearing differences vs case 6 (combi code 130, no cylinder, boiler
interlock PRESENT → no -5pp) that the new worksheet must capture.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Records why case 6 (worksheet-validated dual-oil archetype) did not close
0240's residual: 0240 is API-only with an INTEGER-rounded register target
(PE 122, CO2 6.0), so 0 residual at 1e-4 is not well-posed without a
worksheet. 0240's unvalidated path vs case 6 is the condensing-combi
(code 130) + no-cylinder HW (Table 3a keep-hot 600 kWh) — case 6 used a
regular boiler + cylinder. Recommends generating an exact-0240 worksheet
(or a 'case 7' = case 6 with the combi swapped in) to get a 1e-4 target.
Notes the lodged RHI water_heating 2842.82 already matches the cascade
HW output exactly (HW demand is right; any residual is in efficiency).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The orchestrator already threads budget/target_sap/dependencies into
optimise_package, so no orchestrator change was needed. Add an integration test
proving the new objective end-to-end on the real calculator: a band-D property
(~57.4) with a goal of band D — already met — yields a Plan with NO measures and
zero cost (the old max-gain objective would have recommended wall+floor+vent,
improving within the band it is already in). Clarified that the existing
multi-measure test now exercises the max-gain fallback (goal C unreachable from
D, tops out ~61). Narrowed Optional sap_points/estimated_cost through locals to
keep pyright strict-clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The warm-start (and max-gain fallback) now price each forced Measure Dependency
the candidate triggers, not just inject it afterwards: optimise/optimise_min_cost
fold dependencies into each candidate's cost+gain via _augmented_cost_gain, and
optimise_package scores each dependency's true role-1 signal (_with_role1_signals)
instead of the 0.0 placeholder. This stops the min-cost objective (i) ignoring the
~£900 a wall drags in (a wall-free package reaching target can be cheaper) and
(ii) picking a small-gain wall whose mandatory ventilation (down to -5 SAP) makes
it net-negative, which repair cannot un-pick.
Budget is now a hard envelope: the constraint applies to the augmented (measure +
its ventilation) cost, so a wall that fits alone but whose ventilation would bust
the budget is DROPPED rather than forced over budget. This reverses the earlier
'forced regardless of budget' call (which made sense when selection was
ventilation-blind). Safety invariant intact — presence still injected on every
path; we just never recommend a wall we can't afford to ventilate. ADR-0016
amendment updated. 94 modelling+orchestration tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
With S0380.201-206 closing every line ref, the detached dual-oil case 6
(Main 1 radiators 51% / Main 2 underfloor 49%, different parts, no boiler
interlock, 6 roof-of-room rooflights) now matches its P960-0001-001431
worksheet to 1e-4 on the whole SapResult. Registered in
`test_e2e_elmhurst_sap_score.py::_FIXTURE_PINS` (11 pins):
SAP 72 / cont 71.6597, ECF 2.0316, cost 1162.5374, CO2 5953.6679,
space heat (98c) 11991.9611, main fuel (211)+(213) 14736.9564,
HW (219) 4902.8601, lighting (232) 357.6571, pumps (231) 356.0.
This was the validation target the S0380.200 handover set. Updated the
fixture docstring's stale "§3-windows-only" scope note.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
SAP 10.2 Appendix D §D2.1(2) Equation D1 blends the monthly water-heater
efficiency by the ratio of the boiler's space-heating load to its water
load. On a dual-main cert the DHW boiler does only its OWN share of space
heating ((204) for Main 1, (205) for Main 2), but the cascade fed Eq D1
the dwelling total ((202) = 1 − secondary). That over-weighted η_winter
and under-stated HW fuel — simulated case 6 (Main 1 serves DHW + 51% of
space heat) was HW −78 kWh vs the worksheet.
New `_water_heating_main_space_fraction` returns the DHW main's total-
space share via `_water_heating_main` (WHC-901 → Main 1 (204); WHC-914 →
Main 2 (205)); single-main / WHC-901 single systems get (202) = 1 −
(201), so they are unchanged. Case 6 (219) HW now 4902.8601 EXACT.
With S0380.205 (demand exact), case 6 now closes to 1e-4 on EVERY metric:
SAP cont 71.6597, ECF 2.0316, cost 1162.5374, (211)+(213) 14736.9564,
(219) 4902.8601, (231) 356, (232) 357.6571, CO2 5953.6679 (rating) /
4895.2137 (demand).
Re-pin: 0240 (dual combi, WHC 901, Main 1 51%) HW rises slightly → PE
+1.6893 → +1.8687, CO2 +0.0815 → +0.0907 (SAP 72 unchanged). Single-main
certs unchanged (2360 pass + 0 fail).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
When two main heating systems heat different parts of a dwelling, SAP
10.2 §7 (PDF p.186) adapts the mean-internal-temperature calculation:
- Table 9b weighted responsiveness: R = (1−(203))·R_sys1 + (203)·R_sys2.
- Rest-of-dwelling temperature (90)m = weighted average of T2 computed
under EACH system's control schedule, weights (203)/[1−(91)] for sys2
and [1−(203)−(91)]/[1−(91)] for sys1 (or sys2's control alone when
(203) ≥ 1−(91)).
The cascade used Main 1's control + R=1.0 for the whole dwelling,
over-stating MIT by +0.037 °C on simulated case 6 (Main 1 radiators/2106
type 2 living + Main 2 underfloor/2110 type 3 elsewhere, R 1.0/0.75). That
inflated (97) heat loss by ~11 W → demand +61 kWh/yr.
`mean_internal_temperature_monthly` gains `main_2_control_type`,
`main_2_fraction`, `main_2_responsiveness`; cert_to_inputs derives them
from the second main detail (gated on main_heating_fraction > 0, so
single-main / DHW-only second mains pass the defaults → unchanged).
Case 6: (87) living, (90) elsewhere, (98c) demand 11991.96 and per-system
fuel (211)=7741.6458 / (213)=6995.3106 all match the worksheet to 1e-4.
Re-pin: golden 0240 (same 2106/2110 archetype, API-only) — PE +2.1519 →
+1.6893, CO2 +0.1051 → +0.0815 (both closer to zero; SAP 72 unchanged).
Single-main certs unchanged (2360 pass + 0 fail).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Prerequisite for the SAP 10.2 p.186 two-systems-different-parts MIT.
When two main systems heat different parts of a dwelling, §14.1 Main
Heating2 lodges its OWN "Heat Emitter" + "Main Heating Controls Sap"
(simulated case 6: Main 1 radiators / control 2106 serving the living
area, Main 2 underfloor / control 2110 serving elsewhere). The extractor
+ mapper dropped both — `MainHeatingDetail.heat_emitter_type` and
`main_heating_control` came through as empty-string sentinels, so the
cascade saw system 2 as having no responsiveness (defaulted R=1.0) and no
control type.
- `MainHeating2` datatype gains `heat_emitter` + `heating_controls_sap`.
- The extractor reads them from the §14.1 block.
- `_map_elmhurst_main_heating_2` maps them via the same helpers as Main 1
(`_elmhurst_heat_emitter_int` → underfloor-in-screed = emitter 2, Table
4d R=0.75; `_elmhurst_sap_control_code` → 2110, Table 4e type 3),
threading the dwelling floor + age band for the underfloor subtype.
Empty-string fallback preserved for the legacy DHW-only Main 2 (cert
000565 §14.1 omits emitter/control). No cascade output changes yet — the
MIT consumer lands in S0380.205. Full suite 2358 pass + 0 fail.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Rewire the objective per the ADR-0016 amendment. With a target_sap (Increasing
EPC): warm-start optimise_min_cost (cheapest package reaching target_gain =
target_sap - baseline within budget) -> inject dependencies -> re-score ->
repair toward target; if the warm-start is infeasible or the repaired package
still falls short on the true score, fall back to max-gain-within-budget (best
effort). Without a target_sap: max-gain (unchanged). The min-cost objective
stops at the target without overshooting into a higher band; surplus budget is
left unspent. Extracted _max_gain_package (no-target path + fallback) and
_repair_to_target (inject + re-score + greedy repair). Dependency injection and
the repair loop are preserved; all prior optimiser + dependency tests pass
unchanged. Ventilation-aware *selection* is the next slice; injection is still
post-warm-start here.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Exact-enumeration sibling to optimise(): pick <=1 option per group to minimise
total cost subject to total gain >= target_gain and cost <= budget (None =
unconstrained). Ties broken toward higher gain ('recommend more'). Returns None
when no package within budget reaches the target (caller falls back to
max-gain); a non-positive target is met by the empty package. This is the
warm-start objective for an Increasing EPC goal per the ADR-0016 amendment
(least-cost-to-target, not max-gain). Dependency-blind for now; ventilation-aware
selection lands in a later slice.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The original ADR-0016 mis-specified the warm-start objective as maximise-gain-
subject-to-budget (with the target a repair floor); the rebuild faithfully
implemented that wrong objective. The intended behaviour is the legacy
StrategicOptimiser Case 1: minimise cost subject to (true) SAP gain >= target and
cost <= budget, falling back to max-gain-within-budget only when the target is
unreachable. For Increasing EPC this is least-cost-to-target: cheapest package
reaching the band, stops at the target (no overshoot into a higher band), surplus
budget unspent.
Also records: target predicate sap_continuous >= band floor (conservative, no
legacy slack — re-score+repair supersede it); ventilation-aware selection (the
forced dependency, -1 to -5 SAP, is folded into candidate evaluation with a real
negative role-1 signal, not just injected afterwards); presence-vs-awareness
enforcement; warm-start+re-score+repair structure and scalability rationale kept.
Sharpened the CONTEXT.md Optimised Package definition to match.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
A rooflight deducts from the gross area of the roof element it pierces
(RdSAP 10 §3.7, PDF p.19). A "Roof of Room" rooflight (window_wall_type=4
/ site-notes "Roof of Room") sits on the room-in-roof sloped ceiling, so
its area must deduct from the §3.10.1 RR residual roof — not the flat /
loft external roof.
The cascade deducted every rooflight from the regular roof (heat_
transmission line 814). Simulated case 6's worksheet is the first
worksheet evidence for "Roof of Room" rooflight billing: "Roof room Main
remaining area" net 55.54 = gross 61.73 − 6.19 rooflights (U_RR=0.30),
while "External roof Main" 14.52 carries no opening. New
`_bp_rr_roof_absorbs_rooflight` routes the rooflight area to the RR roof
(simplified A_RR_final or detailed §3.10.1 residual) ONLY when the BP's
RR contributes such a shell AND lodges no explicit roof surface (slope /
flat_ceiling / stud_wall). Case 6 roof (30) 20.2284 → 19.0523 EXACT;
demand gap +153 → +61 kWh/yr.
Preserved: certs 000565 (Ext2 stud walls) and 000516 (slopes) lodge
explicit roof surfaces → rooflight keeps deducting from the regular roof
(their 1e-4 worksheet pins hold). Simplified Type 1 RR is excluded too.
Re-pin (uniform spec application per [[feedback-software-no-special-
handling]] + worksheet-is-truth): API certs 6035 and 0240 are detailed-RR
gables-only like case 6 (no worksheet of their own for rooflights), so
their "Roof of Room" rooflights now deduct from the RR residual too. This
SUPERSEDES the unvalidated S0380.198 "deduct from loft" assumption.
- 6035: roof 78.0648 → 73.9176; the previously-"unexplained" +1.37 PE
residual COLLAPSES to -0.14 (CO2 -0.0004 → -0.0362; SAP exact 70) —
strong corroboration the rooflight-on-RR treatment is correct.
- 0240: PE +2.5812 → +2.1519, CO2 +0.1269 → +0.1051 (SAP 72 unchanged).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The §5 (70) internal-gains mirror of S0380.201's Table 4f (230c). SAP
10.2 Table 5a note a) (PDF p.177) verbatim: "Where there are two main
heating systems serving different parts of the dwelling, assume each has
its own circulation pump and therefore include two figures from this
table. ... Where two main systems serve the same space a single pump is
assumed."
Simulated case 6 (dual oil, 51% radiators + 49% underfloor) lodges Main
1 "2013 or later" (3 W) + Main 2 unknown date (7 W) → worksheet (70) =
10 W in the 8 heating months. The cascade billed a single Main 1 pump
(3 W). New `_second_main_central_heating_pump_gain_w` adds the second
main's gain (at its own pump-age bucket), gated on a lodged
main_heating_fraction > 0 — the same genuine-second-space-heating-main
test as S0380.201, so DHW-only second mains (cert 000565 Main 2 combi via
WHC 914, fraction 0) keep a single pump (70)=3. Refactored the per-detail
pump predicate (`_main_detail_has_central_heating_pump`) and date bucket
(`_pump_date_category_for_detail`) out of the orchestrator.
Re-pin: golden 0240 (dual-main oil combi, both unknown date) (70) 7 → 14
W; the extra internal gain lowers space-heating demand → SAP cont 72.18 →
72.24 (integer 72 unchanged), PE +2.8092 → +2.5812, CO2 +0.1385 →
+0.1269 (both closer to zero). Validated against the case-6 worksheet.
This closes the (70) leg of case 6's space-demand gap. Remaining for full
case-6 closure: roof fabric (37) +1.176 W/K (room-in-roof shell) and HW
(216) Eq-D1 water efficiency −1.6%.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
measure_dependency.py now owns only the selection semantics: the trigger set and
the forced-edge wrapping. It delegates production (detection + pricing) to
recommend_ventilation and wraps the returned Recommendation into the
MeasureDependency, picking the cheapest Option (one MEV today; readies the seam
for MEV-c / MVHR). The orchestrator's _measure_dependencies call is unchanged.
Trimmed the now-redundant option-detail assertions — those live in
test_ventilation_recommendation. 138 pass, behaviour-preserving.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
recommend_ventilation(epc, products) does the same two jobs as wall/roof/floor —
detect applicability (the has_ventilation guard) and price the work (2 MEV units
+ contingency) — and returns a Recommendation. Ventilation is a Recommendation
like the others; what makes it special (forced when fabric is selected, excluded
from the free pool) stays in the Measure Dependency layer. Detect + price now
live in generators/, not inline in measure_dependency.py. Note it is NOT run by
the candidate-pool runner — it is consumed only by the dependency path.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The flagged "priority" (per-main boiler interlock −5pp) was already
implemented (S0380.141 cylinder-thermostat path + S0380.177 room-
thermostat path); case 6 already produces (206)=79/(207)=84 exactly and
0240 is a combi with no cylinder. Records that S0380.201 closed the
secondary dual-system pump item and the remaining case-6 gaps (space
demand +1.28%, HW −1.6%) for full-SapResult promotion.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Simulated case 6 (P960-0001-001431, dual oil boiler 51% rads + 49%
underfloor) worksheet (231) = 356 = (230c) central-heating pump 156 +
(230d) oil boiler pump 200. (230c) decomposes per SAP 10.2 Table 4f
note c) (PDF p.175): "Where there are two main heating systems include
two figures from this table" — Main 1 41 kWh (pump age "2013 or later")
+ Main 2 115 kWh (pump age unknown). The cascade summed only Main 1's
circulation pump, giving (231) = 241.
cert_to_inputs now adds the second main's circulation pump, gated on a
lodged main_heating_fraction > 0 (a genuine second SPACE-heating main —
the same test §9a uses to split space-heating demand). This excludes
DHW-only second mains (cert 000565 Main 2 = gas combi via WHC 914,
fraction 0); without the gate 000565's worksheet pins regressed +115 kWh.
Re-pin: golden 0240 (dual-main oil combi, API-only, no worksheet) gains
its Main 2 pump too (pumps_fans 315 → 430). Spec-correct per
note c and validated by the case-6 worksheet; SAP cont 72.55 → 72.18
(integer 73 → 72, resid +0 → -1), PE +1.9459 → +2.8092, CO2 +0.1226 →
+0.1385. The lodged 73 carries Elmhurst's own residual; the worksheet-
backed case 6 is the spec authority for the archetype.
Note: the boiler-interlock −5pp per-main determination the prior
handover flagged as the priority is already implemented (S0380.141
cylinder-thermostat path + S0380.177 room-thermostat path) — case 6
already produces (206)=79 / (207)=84 exactly, and 0240 is a combi with
no cylinder so correctly unpenalised.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
domain/modelling/ had grown to 15 flat modules. Group the behavioural ones into
subpackages — generators/ (wall/roof/floor Recommendation Generators), scoring/
(overlay applicator, package scorer, role-1/3 scoring), optimisation/ (optimiser
+ measure dependency) — and leave the shared value-object vocabulary
(recommendation, plan, scenario, product, contingencies, simulation) flat at the
top, since it is imported everywhere. Pure move + import-path rewrite across 89
import sites; no behaviour change. 136 pass, pyright strict clean.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
