Add the first boiler-upgrade option to the single "Heating & Hot Water"
Recommendation (ADR-0024 expansion): a dwelling whose existing wet boiler heats
a hot-water cylinder is offered a new gas condensing boiler, with the cylinder
jacketed when under-insulated and given a thermostat when absent. One competing
Option (the Optimiser picks <=1), folded into one composite Plan line.
The end-state is read from the Elmhurst before/after re-lodgements (cert 001431,
gas boiler upgrade - with cylinder), which REVISE ADR-0024:
- Target is always a gas condensing boiler, not fuel-preserving: every after
lodges fuel 26. Gas->gas always; a non-gas wet boiler ->gas only with a
mains-gas connection; electric boilers are left alone (electrification is the
upgrade path). Eligibility = wet-boiler SAP code (Table 4a/4b 101-141 /
151-161 / 191-196) + not an electric boiler + mains gas present.
- End-state is a Table 4b SAP code, not a PCDB index: code 102 (regular boiler
+ cylinder). The calculator derives the condensing seasonal efficiency from
the code, so no efficiency input exists or is needed.
- A modern condensing boiler has a fanned flue: the after flips
`fan_flue_present` False->True on every cert (SAP 10.2 Table 4f flue-fan +
the Table 4b condensing-efficiency basis). Added as a new HeatingOverlay
field, routed to main_heating_details[0].
- Cylinder thermostat is always added when absent (user-locked); the jacket is
the 80 mm `cylinder_insulation_type=2` end-state, applied only when the
cylinder is below 80 mm (never downgrading a better one). Both are conditional
per-dwelling components, not a frozen overlay.
Cascade-pinned delta-0 (SAP/CO2/PE) against the relodged after via
`_assert_overlay_reproduces_after`. NB the absolute SAP on this dwelling is
subject to a separate Summary-path mapper roof-fidelity gap (we read the roof
better-insulated than Elmhurst, scoring ~75 vs the printed 56); the gap is
identical on before+after (the boiler measure never touches the roof) so it
cancels and the pin still proves the exact heating field-delta. Tracked on the
calculator branch.
Wires the new `gas_boiler_upgrade` MeasureType through contingencies (0.26),
the offline sample catalogue, the catalogue-coverage list, and the ARA
first-run integration seed (the option fires on any mains-gas boiler+cylinder
dwelling).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Tighten the recommendation/plan vocabulary off generic str:
MeasureOption.measure_type and PlanMeasure.measure_type are now MeasureType
(also _GlazingTarget.measure_type, MeasureDependency.triggers ->
frozenset[MeasureType], and the optimiser's chosen/required-type locals).
Because MeasureType is a StrEnum the change is transparent to persistence
(the `recommendation` varchar column), the optimiser group-by key, and every
`== "solar_pv"`-style comparison — so pyright now enforces the enum at every
construction site with no runtime behaviour change.
The catalogue boundary stays str: ProductRepository.get(measure_type: str)
and Product.measure_type are unchanged (they map arbitrary DB/JSON rows), so
the fake product repos in tests need no edit. Test construction helpers coerce
their str arg via MeasureType(...); direct constructions use members.
Suite green: tests/domain/modelling + orchestration + harness 253 pass + 3
xfail; pyright clean on production + tests (pre-existing moto + property-
override-rowcount baselines untouched).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The efficient Vaillant aroTHERM plus 5 kW (ADR-0025) now raises SAP even on gas
dwellings, so the Optimiser selects the ASHP bundle far more often -- a deliberate
product shift (user-confirmed). Updated the integration/harness tests:
- ARA multi-measure: ASHP is additive to the kept fabric package -> add to set.
- ARA listed_uprn: is_listed blocks walls AND ASHP (blocks_internal); the gate is
now observable via ASHP (selected unrestricted, blocked listed).
- report three-measures: ASHP + solid-floor displace the fabric stack; assert
their triggers (property_type, main_heating_category / floor).
- console hhr + solid_wall coverage tests: assert the measure is OFFERED as a
candidate (the wiring/eligibility intent), since ASHP now out-competes them in
selection; also assert the optimised package leads with ASHP.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
recommend_heating now receives planning_restrictions in the orchestrator (the
ASHP planning gate); the ASHP bundle joins the free candidate pool for every
house/bungalow. Catalogue + contingency (legacy 0.25) gain air_source_heat_pump;
report.py _triggers_for explains the ASHP trigger; the harness forcing test
covers it. Integration tests seed an air_source_heat_pump MaterialRow (ASHP
fires on every house, the broadest trigger yet). NB the optimiser correctly does
NOT select ASHP for an EPC-band goal — gas->electric does not improve the SAP
cost-rating; ASHP is a CO2/PE measure, selectable once non-EPC goals land. ASHP
bundle COMPLETE (S5-S7). ADR-0024.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
recommend_heating joins the free candidate pool in _candidate_recommendations;
the HHR storage bundle reaches the optimised package for an electric/off-gas
dwelling. Catalogue + contingency (legacy 0.10) gain
high_heat_retention_storage_heaters; report.py _triggers_for explains the
heating trigger (electric/off-gas main); the harness _GENERATOR_MEASURE_TYPES
forcing test covers it. ASHP + boiler bundles still to come. ADR-0024.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 4 of the lighting generator (ADR-0023): run recommend_lighting in
_candidate_recommendations (no planning gate). Price low_energy_lighting in the
offline catalogue + contingency table (0.26, the legacy rate); the
_GENERATOR_MEASURE_TYPES forcing test enforces both. A run_modelling test pins
the wiring end-to-end (an incandescent-lit dwelling gets the LED upgrade in the
optimised package).
Downstream updates, all because lighting now fires on any cert with non-LED
bulbs: report.py gains the low_energy_lighting trigger (the non-LED counts); the
two golden-cert report tests and the multi-measure integration test now expect
low_energy_lighting alongside the fabric measures (the sample/golden EPCs lodge
low-energy-unknown bulbs); first-run integration seeds a low_energy_lighting
MaterialRow.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The worksheet build_epc() fixtures wrapped a module-level SECTION_6_VERTICAL_
WINDOWS tuple in list(), so every call returned the SAME SapWindow objects. A
test that mutated a returned window (the glazing slices flip glazing_type to
single) leaked that change into every later build_epc() -- which surfaced as
double_glazing-product failures in the first-run integration tests only when
test_console ran first in the same process.
Deep-copy the windows per call in all six fixtures (000474/477/480/487/490/516)
so each EpcPropertyData owns an independent window graph, and drop the
now-redundant defensive copy at the glazing test's call site.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 4 of the glazing generator (ADR-0022): run recommend_glazing in
_candidate_recommendations, threading the Property's PlanningRestrictions so a
protected dwelling is offered secondary glazing instead of double (mirrors
recommend_solid_wall). Price both Measure Types in the offline catalogue
(double £600/window, secondary £510 -- the legacy 0.85x scaling) and the
contingency table (0.15, the legacy windows_glazing rate); the
_GENERATOR_MEASURE_TYPES forcing test enforces both entries exist.
run_modelling tests pin the wiring end-to-end on an all-single-glazed dwelling:
double when unrestricted, secondary when listed. The first-run integration test
seeds a double_glazing Product because its lodged EPC has a single-glazed
window. _single_glazed_epc() deep-copies build_epc() (which shares its window
objects) so the mutation can't leak into other tests' baselines.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 4 (ADR-0021). The roof dispatcher can now emit sloping_ceiling_insulation
and flat_roof_insulation, so wire both into contingencies and the sample
catalogue; the forcing-function test now asserts every generator measure type
is both priced and has a contingency rate, so an offline/live run over a
sloping or flat roof never dies on a missing entry.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 3b+3d (ADR-0019/0020). Property gains a planning_restrictions attribute
(default unrestricted); the ModellingOrchestrator threads it from the Property
through _plan_for -> _scored_candidate_groups -> _candidate_recommendations into
recommend_solid_wall, replacing the unrestricted default. run_modelling exposes
a planning_restrictions param so the offline harness can inspect restricted
properties. Integration test: a listed solid-brick dwelling that gets IWI when
unrestricted now yields no wall insulation. 145 tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 2e. recommend_solid_wall joins the orchestrator's fabric generator pool
(restrictions default unrestricted until slice 3 sources them); the harness
catalogue + contingencies (26%) gain external_wall_insulation /
internal_wall_insulation. run_modelling on an uninsulated solid-brick dwelling
(baseline SAP 36.6) now selects internal wall insulation into the optimised
package; the catalogue-completeness guard covers both new measure types.
Golden cohort 57/57 still error-free; IWI now fires on a real cohort cert.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The bulk endpoint 302-redirects to a 15.7 GB S3 ZIP with one NDJSON member per
year; each line wraps the per-cert payload in a stringified 'document' that
parses to the same RdSAP-Schema-21.0.1 shape from_api_response already handles.
parse_bulk_line unwraps a record; is_sap_version filters to SAP 10.2; RangeFile
exposes the S3 object as a seekable file so zipfile streams a single year's
member (and a sampler stops early) without downloading the whole archive.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
format_report_csv emits one comma-safe row per property: the calculator-error
fields (lodged/calculated/Δ/flag), the Plan headline figures (baseline+post
SAP/band, measures, cost+contingency, bill & CO2 savings, valuation %), the
flattened measure triggers, and any captured error — sortable in a spreadsheet
for a large dump.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
format_report_markdown emits: (1) cohort parity stats + a per-property
lodged-vs-calculated table flagging |Δ| > 0.5 (errors shown inline),
(2) Plans + costings (SAP/band jump, cost + contingency, bill & CO2 savings,
valuation uplift), (3) each fired measure with the EPC attributes that
triggered it.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
build_property_reports models a dump in order (errors captured per-cert);
parity_report_for aggregates the lodged-vs-calculated SAP across the cohort
into the existing ParityReport (MAE/RMSE/bias/worst-N), excluding certs that
couldn't be mapped or scored. Residual convention is the calculator's own
(predicted - actual), the negative of PropertyReport.sap_error.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Section 3 of the report: build_property_report now runs the Modelling stage
and, for every Plan Measure, records the EPC attribute(s) that caused its
generator to fire (MeasureTrigger) — wall_construction/insulation for cavity
fill, roof thickness for loft, floor thickness/construction for floors, the
absent mechanical kind for ventilation. Modelling raises are captured as
plan_error, independent of the calculator-error capture.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Section 1 of the property inspection report: PropertyReport compares the
cert's lodged energy_rating_current to Sap10Calculator's un-rounded SAP and
flags |Δ| > 0.5 (the ADR-0010/0013 shadow-validation design target). A
mapping/scoring raise is captured per-cert as calculator_error, never
propagated, so one bad cert can't abort the sweep.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
CertResult now carries its Plan (with flat baseline/post-SAP/measures
properties), and `format_cohort_csv` renders one browsable row per cert
(SAP transition, band, measures, cost, bill saving, valuation %, error).
`scripts/run_modelling_cohort.py` is turnkey: no args runs the committed
golden cohort, prints a sense-check table for the first measure-bearing
certs (a capped preview so a large dump doesn't flood the terminal), the
summary, and writes modelling_cohort.csv (gitignored). Point it at the
EPC dump when it lands.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
`harness.cohort.run_cohort(paths)` parses each API-shaped EPC JSON with
from_api_response and models it via run_modelling — no database, no
network — capturing per-cert errors instead of aborting the sweep, plus
`format_cohort_summary`. A thin `scripts/run_modelling_cohort.py` CLI
points it at a directory. Proven over the 57 golden API certs: 56 ran
offline, 15 produced measures, 1 errored (COAL has no Fuel Rates entry —
a BillDerivation coverage gap, not a harness one). Ready for the EPC dump.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Two fixes that unblock offline, no-database inspection over an arbitrary
EPC dump:
- Complete the harness sample catalogue with loft_insulation and
solid_floor_insulation — the four fabric generators can emit five
Measure Types, but the catalogue priced only three, so an offline run
on a property with an uninsulated loft or solid floor raised mid-run.
A new test pins the catalogue to cover every generator Measure Type.
- Add `run_modelling(epc, ...)` — runs ONLY the Modelling stage (no
Ingestion / Baseline), so it needs no lodged recorded-performance / RHI
and inspects recommendations on any calculator-scorable EPC. `run_one`
(full pipeline) stays for when you want Baseline too.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The Plan derives its Valuation Uplift (ADR-0018) from its baseline -> post
band jump and works+contingency cost, given one external input — the
Property's current market value (a Property Valuation, mostly absent).
`Plan.valuation` / `Plan.baseline_epc_rating` are derived like the other
headline figures; `PlanModel.from_domain` maps the £ forms to the live
plan.valuation_* columns (NULL when no value — the percentage is not
persisted on those columns). `Property.current_market_value` is the new
optional source; the orchestrator threads it onto the Plan. `run_one`
takes a `current_market_value` so the harness can value the uplift, and
the sense-check table shows the average % (always) plus the £ forms when
known.
Sourcing the current market value (upload / default) remains deferred
(ADR-0018); it is None throughout until that lands, so the columns stay
NULL at scale.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 3. `harness.console.run_one(epc, goal_band=...)` wires the full
AraFirstRunPipeline against in-memory fakes — no Postgres, no network —
runs one property, prints the sense-check table, and returns the Plan
for interactive poking from a REPL at the worktree root. Defaults to the
committed harness sample catalogue.
Refactors the slice-1 integration test to delegate to run_one (dropping
~70 lines of duplicated wiring + the now-unused test catalogue fixture),
so it exercises the shipped entrypoint rather than a parallel copy. The
new console test covers run_one's print/return contract.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Slice 2. `harness.plan_table.format_plan_table(plan)` renders a Plan as a
plain-text table — one package summary line (baseline SAP/band -> post
SAP/band, CO2 saved, cost of works + contingency, bill saved) and one
line per Plan Measure (signed SAP points, cost, delivered kWh + £
savings). Pure presentation: reads the Plan, computes nothing. The
DB-less First Run test now prints it (visible under `pytest -s`) so the
modelled package can be eyeballed and debugged by hand.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
