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Author SHA1 Message Date
Khalim Conn-Kowlessar
2c8c299fde docs(migration): add the Bill Derivation block to the property_baseline table (ADR-0014)
Slice 5b: update the FE-owned migration spec so the other repo can create the
bill columns in parallel.

- Bill block: per-section delivered kWh + cost (heating, hot water, lighting,
  appliances, cooking, pumps/fans, cooling) + standing_charges_gbp,
  seg_credit_gbp, total_annual_bill_gbp, fuel_rates_period.
- space_heating_kwh / water_heating_kwh (RHI recorded demand) marked SUPERSEDED
  by heating_kwh / hot_water_kwh (calculator delivered fuel); kept until the bill
  populates, then dropped.
- Cooling section kept (mostly 0 but affects the bill, cheap to store).
- Records the calculator-load-bearing posture (effective_* may differ from
  lodged_* for pre-10.2) and that columns are defined now / populated when the
  SapResult->EnergyBreakdown adapter + BillDerivation wiring land.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 10:13:23 +00:00
Khalim Conn-Kowlessar
15da2d3970 feat(baseline): CalculatorRebaseliner — calculator goes load-bearing (ADR-0013 amend)
Slice 5a: the promotion. Replaces StubRebaseliner in production and collapses the
shadow runner into the rebaseliner (ADR-0013 amendment).

- CalculatorRebaseliner runs Sap10Calculator on every Property:
  * sap_version < 10.2 -> Effective Performance IS the calculator output
    (band via Epc.from_sap_score, CO2 kg->t, PEUI rounded), reason "pre_sap10".
  * sap_version >= 10.2 -> Effective = lodged (API figures on-target), and the
    calculator only logs divergence (SAP>0.5, PEUI/CO2 1%) as a validation signal.
  * a calculator raise propagates -> batch aborts (ADR-0012); fix the cert at once.
- Rebaseliner.rebaseline gains property_id (for the divergence log).
- LoggingCalculatorShadow / the calculator_shadow seam removed from the
  orchestrator; its divergence-comparison logic now lives in the rebaseliner.
- StubRebaseliner kept (signature updated) for orchestrator/repo unit tests.

The SapResult->EnergyBreakdown adapter + BillDerivation wiring (to populate the
bill block) follow once the appliances/cooking SapResult fields land.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 10:04:24 +00:00
Khalim Conn-Kowlessar
5f65b9be62 feat(baseline): SAP fuel-code -> Fuel mapping for billing (ADR-0014)
Slice 3 of Bill Derivation. sap_code_to_fuel(code) maps a SAP 10.2 / Table 32
fuel code to the canonical billing Fuel — bounded to the ~47 Table 32 codes (the
carrier, orthogonal to the PCDB product index, so all PCDB heat pumps share one
electricity code). Mains gas / LPG / oil+bioliquids / coal / smokeless / wood /
electricity (standard + off-peak) / heat-network groupings; an unmapped code
(dual fuel, grid-export) raises UnmappedSapCode rather than guessing.

Also: ADR-0014 deferred/TODO section records the stubbed appliances+cooking
(pending the SapResult fields), the off-peak day/night split, the heat-network
rate gap, and regional rates / ETL.

The SapResult -> EnergyBreakdown adapter (next slice) is gated on the
appliances/cooking fields landing on SapResult.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 09:50:10 +00:00
Khalim Conn-Kowlessar
8ae3b56f41 feat(baseline): BillDerivation prices an energy breakdown at Fuel Rates (ADR-0014)
Slice 2 of Bill Derivation. BillDerivation(fuel_rates).derive(breakdown) takes a
delivered-energy breakdown (per-section EnergyLine(section, fuel, kwh) +
exported_kwh) and produces a Bill: per-section kWh + cost, standing charges,
SEG credit, and total.

- Each end-use line billed at its fuel's unit rate.
- Standing charge added ONCE per distinct fuel used (a meter, not an end use);
  off-gas fuels carry 0 so contribute nothing — no metered/unmetered special case.
- SEG export credit subtracted.
- Deterministic (ADR-0006); raises UnpricedFuel (via FuelRates) on an unpriced
  fuel (e.g. heat network) rather than billing at a wrong default.

Pure domain — no calculator dependency; the SapResult->EnergyBreakdown adapter
is slice 3.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 09:38:44 +00:00
Khalim Conn-Kowlessar
14b45a1b3e feat(fuel-rates): FuelRates snapshot + repository foundation (ADR-0014)
Slice 1 of Bill Derivation — the reference-data foundation that later slices
price the calculator's per-end-use kWh against:

- Fuel enum (canonical billing fuels; the join key between the calculator's
  SAP-code fuels and the rates snapshot). COAL + HEAT_NETWORK are members with
  no national rate.
- FuelRates value object: unit_rate_p_per_kwh / standing_charge_p_per_day /
  seg_export_p_per_kwh; raises UnpricedFuel on a fuel it has no rate for rather
  than billing at a wrong default.
- FuelRatesRepository port (ADR-0011 Repo-reads-stored-reference-data) +
  StaticFileFuelRatesRepository reading a committed JSON snapshot.
- Snapshot fuel_rates_2026_q2.json: GB national, Apr-Jun 2026 Ofgem cap
  (gas/electricity) + DESNZ/NEP May 2026 (off-gas). Carries the full researched
  data; the value object exposes single-rate fuels this slice. Off-peak
  (day/night), house coal and heat network raise UnpricedFuel until later slices.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 09:29:07 +00:00
Khalim Conn-Kowlessar
57867832f6 docs(adr): Bill Derivation (ADR-0014) + calculator goes load-bearing (ADR-0013 amend)
Pin the bills design from a /grill-with-docs session:
- ADR-0014: whole-home annual bill from SAP10 Calculation's delivered kWh per
  end use, re-priced at real Fuel Rates (NOT the calculator's SAP-notional
  total_fuel_cost_gbp, which is RdSAP Table 32 standardised prices ~half real
  electricity). Fuel enum + FuelRates + FuelRatesRepository static snapshot;
  per-section + total flat columns; raise on unpriced fuel (house coal /
  heat network are the named gaps).
- ADR-0013 amendment: the shadow stepping-stone is collapsed — the calculator
  is load-bearing now. effective=calculated for sap_version<10.2 (StubRebaseliner
  floor 10.0->10.2); >=10.2 keeps lodged + logs divergence; a strict-raise
  aborts the batch (load-bearing for bills regardless of version).
- CONTEXT: EPC Energy Derivation -> Bill Derivation (no "service" suffix);
  Baseline Performance energy block = per-end-use kWh + per-section bill + total;
  Fuel Rates = committed static snapshot; Rebaselining trigger threshold 10.2.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 09:20:50 +00:00
Khalim Conn-Kowlessar
561e1b8b49 feat(baseline): run Sap10Calculator in shadow on Property Baseline (ADR-0013)
Wire Sap10Calculator into PropertyBaselineOrchestrator as a non-load-bearing
shadow runner. For each property it scores the Effective EPC beside the
load-bearing Lodged/Effective write, catches any strict-raise -> log.error
(never aborts the batch), and on success log.warning's divergence from Lodged:
SAP |continuous - lodged| > 0.5; PEUI/CO2 > 1% relative (CO2 after kg->tonnes).
Every line is tagged with sap_version so SAP-10.2 signal separates from
older-spec drift (ADR-0010 Validation Cohort).

Per ADR-0013, Calculated SAP10 Performance is not a persisted third value-set:
effective = calculated in every baselining scenario, so the calculator IS the
mechanism that produces Effective Performance (the Rebaseliner). It runs in
shadow only while being hardened; when overrides/estimation land it is promoted
to drive Effective and the failure posture flips to abort (ADR-0012, calculator
now load-bearing). No table change.

- ADR-0013 + CONTEXT (Calculated SAP10 Performance / Effective Performance /
  Rebaselining) record the decision.
- CalculatorShadow port + LoggingCalculatorShadow + Calculator protocol.
- FakeCalculatorShadow for orchestrator unit tests.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 08:01:47 +00:00
Khalim Conn-Kowlessar
ce33cd94ef docs: correct SAP calculator path in CONTEXT (domain/sap → domain/sap10_calculator)
Factual staleness fix flagged in the handover; the calculator lives in
domain/sap10_calculator/calculator.py. Glossary term 'Baseline Performance'
deliberately left unchanged (concept vs PropertyBaselinePerformance class).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 18:56:41 +00:00
Khalim Conn-Kowlessar
ce12b114c7 docs(ara): next-agent handover for Property Baseline (SAP calc) + Modelling
Orientation for the next chat picking up the two open fronts after the
ara_first_run rebuild shipped:
- where things stand (merged to main via per-cert; branch/worktree layout;
  PRs into per-cert), authoritative ADRs/CONTEXT to read,
- current architecture + key files (post baseline→property_baseline /
  FirstRun→AraFirstRun rename),
- conventions + gotchas (TDD, ephemeral PG, FakeUnitOfWork, pyright noise to
  ignore, gh-credential push workaround),
- Task 1: wire Sap10Calculator into PropertyBaselineOrchestrator (Calculated
  SAP10 Performance as a third value-set; failure-posture decision),
- Task 2: Modelling (stubs to build out; MaterialsRepository naming open;
  needs a UoW when writing Plans),
- the raising/no-op seams not to mistake for done,
- known doc drift flagged (CONTEXT term vs PropertyBaselinePerformance class;
  stale domain/sap/ path → domain/sap10_calculator).

Also banners ara_backend_design.md as superseded (architecture) by ADR-0011/0012.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 16:20:06 +00:00
Khalim Conn-Kowlessar
4350c71bdd docs: handover post S0380.153..155
Session landed three spec-clean slices closing four major residuals:

- S0380.153 (Table 3 middle row for solid-fuel boilers): SF3 EXACT all
  4 metrics (+0.30 → -0.0000). Found the rule that solid-fuel boilers
  don't ship with dual programmers per §9.2.4.

- S0380.154 (§12.4.4 back-boiler summer-immersion): SF2 SAP+cost
  EXACT (+1.86 → -0.0000 SAP; -£42.84 → -£0.00 cost). Implemented HW
  fuel kWh split + monthly blend across cost / CO2 / PE / standing.

- S0380.155 (Table 4a HP water-column dispatch): gshp closed ±0.02
  SAP (+0.94 → -0.0178). HW kWh 841 → 1138 matches worksheet exactly.

Σ |ΔSAP_c| 14.5 (session start of S0380.150) → 2.7 = 81% reduction
across 6 slices, two sessions.

Handover doc captures:
- Per-line discipline (walk worksheet before forming hypothesis)
- Elmhurst-vs-spec divergences to defer (lighting-PE +48.66 cluster
  uses Table 12 annual factor; spec Table 12d mandates monthly)
- Ranked open fronts (electric 5 R=0.20 storage MIT, electric 2
  warm-air HP HW, deferred lighting-PE cluster)

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 16:01:52 +00:00
KhalimCK
b650274108
Merge pull request #1140 from Hestia-Homes/feature/per-cert-mapper-validation
Feature/per cert mapper validation
2026-06-01 16:58:21 +01:00
Khalim Conn-Kowlessar
fb9b32ac3d Merge branch 'feature/per-cert-mapper-validation' of https://github.com/Hestia-Homes/Model into feature/per-cert-mapper-validation 2026-06-01 15:16:28 +00:00
Khalim Conn-Kowlessar
152db1aef4 Slice S0380.155: SAP 10.2 Table 4a — heat-pump water-efficiency column dispatch
SAP 10.2 Table 4a (PDF p.163-164) heat-pump rows split efficiency into
two columns — "space" and "water":

    Code  System                                            space  water
    211   Ground source HP with flow temp <= 35°C            230    170
    213   Water source HP with flow temp <= 35°C             230    170
    215   Gas-fired GSHP with flow temp <= 35°C              120     84
    216   Gas-fired WSHP with flow temp <= 35°C              120     84
    217   Gas-fired ASHP with flow temp <= 35°C              110     77
    521   Warm-air electric GSHP                             230    170
    523   Warm-air electric WSHP                             230    170
    525   Warm-air gas-fired GSHP                            120     84
    526   Warm-air gas-fired WSHP                            120     84
    527   Warm-air gas-fired ASHP                            110     77

The split reflects real physics: heat pumps lose efficiency raising
water to ~55°C DHW temperatures vs ~35°C space-heating flow. ASHP
"in other cases" (codes 214, 221, 223, 224) and the "other cases"
gas-fired rows (225-227) have space == water = 170 / 84 / 77 — no
distinct DHW column.

Pre-slice the cascade routed WHC ∈ {901, 902, 914} ("HW from main
heating") through `seasonal_efficiency(main_code)`, which only consults
the Space column. For SAP code 211 the cascade returned 2.30 (= space)
when the spec requires 1.70 (= water). HW fuel kWh undercounted by
26% on the heating-systems corpus gshp variant: cascade 841.47 kWh vs
worksheet 1138.46 kWh.

New `_TABLE_4A_HEAT_PUMP_WATER_EFFICIENCY` dict (10 codes where Space
≠ Water) consulted in `_water_efficiency_with_category_inherit` before
falling through to the existing `seasonal_efficiency` path. Codes
where Space == Water keep the legacy inheritance — no behaviour
change. Non-HP main heating (boilers, storage heaters) likewise
unchanged.

Closures (gshp variant — SAP code 211 + WHC=901 + cylinder):
  HW fuel kWh:  841.47 → 1138.45 (matches worksheet 1138.46)
  ΔSAP_c:       +0.9373 → -0.0178
  Δcost:        -£21.60 → +£0.41
  ΔCO2:         -34.98  → +7.06 kg/yr
  ΔPE:          -418.92 → +33.52 kWh/yr

No regressions on 40 other corpus variants — gshp is the only fixture
that lodges a heat-pump code with diverging Space/Water columns.

Cohort-1 ASHP closure (S0380.28 reciprocal interpolation) is unaffected
because that path runs through `heat_pump_record` PCDB Appendix N3
when a PCDB Table 362 record is lodged; this fix is the Table 4a
fallback for cases without a PCDB record.

Extended handover suite: 899 pass / 0 fail. Pyright net-zero (43 → 43).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 15:13:21 +00:00
KhalimCK
365abe5c0f
Merge pull request #1139 from Hestia-Homes/feature/assemble-new-backend
feat(ara): first_run backend rebuild — Ingestion → Baseline → Modelling on hexagonal + UnitOfWork
2026-06-01 16:10:49 +01:00
Khalim Conn-Kowlessar
305bffd284 refactor(ara): rename FirstRunPipeline → AraFirstRunPipeline (PR #1139 review)
Aligns the composition with its entry point (the `ara_first_run` lambda +
`AraFirstRunTriggerBody`): clearer what the file does.

- orchestration/first_run_pipeline.py → ara_first_run_pipeline.py
- FirstRunPipeline → AraFirstRunPipeline; FirstRunCommand → AraFirstRunCommand
- test files renamed to match

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 15:00:33 +00:00
Khalim Conn-Kowlessar
62e762e962 refactor(property): PropertyRow.id non-Optional (PR #1139 review)
`property` is an FE-owned table the backend only ever reads — every row read
carries an id — so the autoincrement-PK `Optional[int]` idiom doesn't apply
here. Make it `int` and drop the now-redundant None guard in get_many.

(Contrast: solar_table keeps Optional id — the backend DOES insert those, so
id is genuinely None pre-flush.)

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 14:58:11 +00:00
Khalim Conn-Kowlessar
3cad599fd1 refactor(property-baseline): units on co2 / PEUI columns (PR #1139 review)
Make the stored units explicit on the property_baseline_performance columns:
- `*_co2_emissions` → `*_co2_emissions_t_per_yr` (tonnes CO₂/yr, whole dwelling)
- `*_primary_energy_intensity` → `*_primary_energy_intensity_kwh_per_m2_yr`

Column names only; the domain `Performance` VO stays unit-suffix-free (units are
a storage concern, mapped in from_domain/to_domain). Migration doc updated.
Round-trip stays green.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 14:57:00 +00:00
Khalim Conn-Kowlessar
c3691d9af2 refactor(property-baseline): rename baseline → property_baseline aggregate (PR #1139 review)
Wholesale rename of the Baseline aggregate to PropertyBaseline for clarity /
to disambiguate from baselines that appear elsewhere in Modelling. Scoped to
this aggregate only — the distinct Rebaselining term (rebaseline_reason,
StubRebaseliner, RebaselineNotImplemented) is deliberately untouched.

- domain/baseline → domain/property_baseline; BaselinePerformance →
  PropertyBaselinePerformance.
- repositories/baseline → repositories/property_baseline; BaselineRepository
  / BaselinePostgresRepository → PropertyBaseline*.
- orchestration/baseline_orchestrator.py → property_baseline_orchestrator.py;
  BaselineOrchestrator → PropertyBaselineOrchestrator. BaselineStage →
  PropertyBaselineStage.
- infrastructure/postgres: baseline_performance_table.py →
  property_baseline_performance_table.py; table `baseline_performance` →
  `property_baseline_performance`; Model renamed.
- UnitOfWork attribute `.baseline` → `.property_baseline`.
- Docs: ADR-0004 references + migration doc (renamed to
  property-baseline-performance-table.md) updated.

CONTEXT.md glossary term ("Baseline Performance") left as-is pending a
ubiquitous-language call (raised on the PR). 123 tests pass; pyright strict
clean (only the unrelated pre-existing moto import errors remain).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-01 14:54:59 +00:00
Khalim Conn-Kowlessar
5e941b9295 Slice S0380.154: SAP 10.2 §12.4.4 — back-boiler summer-immersion HW split
SAP 10.2 §12.4.4 (PDF p.36-37):

  "Independent boilers that provide domestic hot water usually do so
   throughout the year. With open fire back boilers or closed room
   heaters with boilers, an alternative system (electric immersion)
   may be provided for heating water in summer. In that case water
   heating is provided by the boiler for months October to May and by
   the alternative system for months June to September."

Scope is verbatim Table 4a codes 156 (Open fire with back boiler to
radiators) and 158 (Closed room heater with boiler to radiators). Range
cooker boilers (160, 161), pellet stoves with boilers (159), and
independent solid-fuel boilers (151, 153, 155) are NOT covered.

Pre-slice, the cascade treated the back-boiler cohort identically to
year-round solid-fuel mains: (59)m primary loss applied Jun-Sep, HW
fuel kWh was billed entirely at the boiler's solid-fuel rate, the HW
CO2 / PE factors used the boiler fuel's annual factor, and the off-peak
electric standing charge (£40 for 18-hour tariff) was not added because
the cert's lodged water-heating fuel code was anthracite.

Implementation (4 wired pieces):

1. `_section_12_4_4_summer_immersion_applies(epc, main)` — predicate
   gate keyed on back-boiler SAP code (156, 158) + WHC ∈ {901, 902, 914}
   "HW from main heating" + cylinder present.

2. `_primary_loss_override` zeroes (59)m for Jun-Sep when the predicate
   fires — matches the Elmhurst P960 worksheet which has (59) Jun-Sep =
   0 for SF2 (vs ~42 kWh/month for SF3 range cooker).

3. `_section_12_4_4_hw_blend(...)` — returns the 5-tuple
   (annual_hw_fuel_kwh, blended_cost_gbp_per_kwh, blended_co2_factor,
   blended_pe_factor, extra_standing_charge_gbp). The blend is kWh-
   weighted across:
   - Winter Oct-May: boiler fuel at the boiler's Table 32 unit price /
     Table 12 annual CO2 / Table 12 annual PE factor
   - Summer Jun-Sep: standard electricity (Table 12d/12e monthly
     factors weighted by summer (62)m demand) priced at the tariff's
     off-peak low rate per Table 13 note 2 (the 6.8 - 0.036V × N -
     0.105V dual-immersion formula clamps to zero high-rate for
     normal V/N combos on tariffs with ≥18 hrs low rate; SF2 has
     V=110, N≈2 → 100% low-rate)
   - The Table 32 off-peak electric standing charge that fires when
     hot water uses off-peak electricity per Table 12 note (a). For
     EIGHTEEN_HOUR tariff this is Table 32 code 38 = £40.

4. Orchestrator (`cert_to_inputs`) resolves the blend once and overrides
   `hot_water_kwh_per_yr`, `hot_water_fuel_cost_gbp_per_kwh`,
   `hot_water_co2_factor_kg_per_kwh`, `hot_water_primary_factor`, and
   `standing_charges_gbp` when the predicate fires. Other certs fall
   back to the existing single-fuel HW helpers (no behaviour change).

Worksheet evidence (heating-systems corpus property 001431 SF2 — code
158 + WHC=901 + cylinder thermostat + 18-hour tariff):
  - (62) Oct-May = 2205.80 kWh, Jun-Sep = 684.55 kWh
  - (217)m = 65 winter / 100 summer, (219) = 3393.5 anthr + 684.55 elec
    = 4078.06 fuel kWh
  - (247) HW cost = 4078.06 × 4.27 p/kWh blended = £174.25
  - (251) Standing = £40 (off-peak electric standing only — solid fuel
    has no standing charge)
  - (255) Total = £801.13

Closures (SF2):
  ΔSAP_c   +1.86 → -0.0000  (EXACT)
  Δcost   -£42.84 → -£0.00  (EXACT)
  ΔCO2  +346.87  → -93.10 kg/yr (residual: Elmhurst CO2 blend uses a
                                  different summer-month weighting that
                                  the SAP 10.2 Table 12d cascade does
                                  not reproduce — spec-correct per
                                  Table 12d header).
  ΔPE   -605.76  → -1027.51 kWh/yr (same spec-vs-Elmhurst PE blend
                                     artifact via Table 12e monthly
                                     cascade).

No regressions: 40/41 corpus variants unchanged (gate is narrow by SAP
code 156/158). Extended handover suite 898 pass / 0 fail. Pyright net-
zero (43 → 43).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 14:18:44 +00:00
Khalim Conn-Kowlessar
e4bf4e70e8 Slice S0380.153: SAP 10.2 Table 3 — not-separately-timed DHW for solid-fuel boilers
SAP 10.2 Table 3 (PDF p.160) provides three primary-loss rows keyed off
the DHW timing arrangement, the middle row giving winter h=5 / summer
h=3 for "Cylinder thermostat, water heating NOT separately timed".

Solid-fuel boiler systems (Table 4a codes 151-161 — independent boilers,
open-fire + back boilers, closed room heaters with boilers, range cooker
boilers, stoves with boilers) do not ship with dual programmers. Per
SAP 10.2 §9.2.4 (PDF p.27) these are "independent solid fuel boilers,
open fires with a back boiler and room heaters with a boiler" — the
appliance itself is the timer. DHW timing follows the burn schedule,
not a separate cylinder programmer, so the middle Table 3 row applies.

Pre-slice `_separately_timed_dhw` returned True for any cylinder +
non-electric HW fuel cert (the S0380.140 gate), routing solid-fuel
boilers through h=3 year-round (the third row, "Cylinder thermostat,
water heating separately timed"). That under-counted winter (59)m
by ~21 kWh/month × 8 winter months across the affected cohort, with
the under-counted water-heating gain propagating into MIT / SH / SAP.

New gate: `sap_main_heating_code in _TABLE_4A_SOLID_FUEL_BOILER_CODES`
(frozenset of {151, 153, 155, 156, 158, 159, 160, 161}) — added before
the existing cylinder-present fallback. The post-S0380.140 electric-
immersion / heat-pump / no-main branches are unchanged. Table 4b
liquid-fuel boilers (101-141) keep the True default — modern gas/oil
installations standardly include dual programmers and the worksheet
confirms `oil 1` / `oil pcdb 1..3` / `pcdb 1` are pinned exact at
h=3 year-round.

Worksheet evidence (heating-systems corpus property 001431):
  - solid fuel 3 (SAP code 160 range cooker boiler + WHC=901
    cylinder thermostat): worksheet (59)m winter = 64.58 (h=5, p=0)
    and summer = 41.92 / 43.31 (h=3, p=0). Cascade closes ΔSAP +0.30
    → −0.0000, Δcost −£6.84 → −0.00, ΔPE −214 → −0.00 (4-metric exact).
  - solid fuel 2 (SAP code 158 closed room heater + back boiler):
    same Table 3 fix narrows ΔSAP +2.06 → +1.86. Remaining ~1.86 SAP
    is the SAP 10.2 §12.4.4 immersion-in-summer rule for back-boilers
    (codes 156, 158) — the worksheet has summer (59)m = 0 because the
    Elmhurst P960 lodges `Summer Immersion: Yes` + the spec routes
    Jun-Sep HW through an electric immersion at η=100%. That's a
    bigger lift (monthly HW efficiency + fuel-split plumbing) and is
    a follow-up slice.

Other corpus variants: no impact (verified via cohort sweep). The
gate is narrow by SAP code so only the 2 affected variants move.

Extended handover suite: 897 pass / 0 fail (+1 from new AAA test).
Pyright net-zero (43 → 43, transient +1 fixed via `EpcPropertyData`
import on the new test's `_cylinder_epc_for` return annotation).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 13:27:12 +00:00
Khalim Conn-Kowlessar
3a44ca89fb docs: handover post S0380.150..152
Three slices closed:
- S0380.150 18-hour tariff for pumps+lighting (§12 + App F2)
- S0380.151 RdSAP 10 §4.1 Table 5 extract-fans default
- S0380.152 Table 3 primary loss for solid-fuel back-boilers

Cluster A closed; Cluster B partial (SF3 done, SF2 partial); Cluster
C open. Σ|ΔSAP| 14.5 → 6.4 across the 25 cascade-OK cohort variants.

Mid-session pivot documented: my Cluster B hypothesis was wrong
(Table 9c step 12), the actual gap was Table 3 primary loss for
solid-fuel boilers. Discipline added: dump per-line worksheet data
before forming a spec hypothesis.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 13:03:55 +00:00
Khalim Conn-Kowlessar
d4f6ff0f2f Slice S0380.152: SAP 10.2 Table 3 — primary loss for solid-fuel back-boilers
SAP 10.2 Table 3 (PDF p.160) "Primary circuit loss" verbatim:

  "Primary circuit loss applies when hot water is heated by a heat
   generator (e.g. boiler) connected to a hot water storage vessel
   via insulated or uninsulated pipes (the primary pipework)."

The spec rule does NOT restrict to Table 4b gas/oil boilers — any
boiler connected to a cylinder via primary pipework incurs the loss.
The cert's `water_heating_code` is the discriminator:

  - WHC=901/902/914 (HW from main heating system) + wet boiler +
    cylinder → primary loss applies (back-boiler / wet boiler heats
    cylinder via primary loop).
  - WHC=903 (HW from a separate electric immersion / secondary) → no
    primary loss even when the main is a wet boiler.

Pre-slice `_primary_loss_applies` only covered Table 4b gas/oil boiler
codes (101-141). Table 4a solid-fuel boiler codes 151-161 (manual /
auto / range-cooker boilers, closed room heater + back-boiler, open
fire + back-boiler, wood pellet + back-boiler) fell through and
primary loss silently went to zero — under-counting §5 (72) water-
heating internal gain by ~74 W cohort-wide for every WHC=901 solid-
fuel back-boiler variant.

Worksheet evidence on the 001431 corpus (all age G, same cylinder):
  - solid fuel 2 (code 158, WHC=901): ws (59) ≈ 505 kWh/yr   → apply
  - solid fuel 3 (code 160, WHC=901): ws (59) ≈ 643 kWh/yr   → apply
  - solid fuel 5 (code 153, WHC=903): ws (59) = 0            → skip
  - solid fuel 4..11 (633/636 non-boilers, WHC=903): skip

The fix:
  - `_primary_loss_applies(...)` gains a `water_heating_code: Optional[int]`
    parameter (default None for back-compat with synthetic tests).
  - New branch after the Table 4b fallback: `_is_wet_boiler_main(main)`
    + `water_heating_code in _WATER_INHERIT_FROM_MAIN_CODES` → True.
  - Call site `_primary_loss_override` passes
    `epc.sap_heating.water_heating_code`.

Heating-systems corpus impact:
  - solid fuel 3 (code 160, WHC=901): +1.31 → +0.30 SAP
                                       PE -918.6 → -214.3 kWh/yr
  - solid fuel 2 (code 158, WHC=901): +2.77 → +2.06 SAP
                                       PE -1241.7 → -754.1 kWh/yr
  - All other variants: unchanged

SF2 doesn't fully close because the worksheet's (59) is winter-only
(0 in summer) but the cascade applies the year-round Table 3 formula
via `_separately_timed_dhw=True` (cylinder + non-electric HW fuel).
Remaining residual is a follow-up — likely a
`_separately_timed_dhw=False` rule for solid-fuel back-boilers (HW
timing tied to the room fire, not separately programmed).

Pyright net-zero (43 → 43). Extended handover suite: 895 → 896 pass.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 12:59:08 +00:00
Khalim Conn-Kowlessar
fb173cdf3f Slice S0380.151: RdSAP 10 §4.1 Table 5 — extract-fans age-band default
RdSAP 10 Specification §4.1 Table 5 "Ventilation parameters" (PDF p.28)
verbatim — "Extract fans" entry:

  • Number of extract fans if known
  • If number is unknown:
      Not park home:
        Age bands A to E      all cases             → 0
        Age bands F to G      all cases             → 1
        Age bands H to M      up to 2 hab. rooms    → 1
                              3 to 5 hab. rooms     → 2
                              6 to 8 hab. rooms     → 3
                              more than 8 hab. rooms → 4
      Park home:
        Age band F            all cases             → 0
        Age bands G onwards   all cases             → 2

The Elmhurst Summary §12.0 renders "No. of intermittent extract fans: 0"
as the form for *unknown*; every other §2 chimney/flue line item follows
"number if known, or 0 if not present" and the cascade trusts the lodged
value verbatim. Only extract fans have a non-zero age-band default.

Pre-slice the cascade read the lodged 0 verbatim → cohort-wide -0.044
ACH ventilation deficit (= -2.6 W/K HLC, = -1.2% SH demand, = ~-0.3 SAP
per variant). All 25 cascade-OK corpus variants are age G + 4 habitable
rooms + not park home → Table 5 default = 1 fan.

New helper `_rdsap_extract_fans_default(age_band, habitable_rooms, *,
is_park_home)` + wiring in `ventilation_from_cert` applies
`max(lodged, table_5_default)` so the spec minimum fires when lodging
is below it.

Heating-systems corpus impact (25 cascade-OK variants):

  oil 1, oil pcdb 1/2/3            +0.27..+0.29 → EXACT (<1e-4)
  electric 1, solid fuel 5/6/7/8   +0.28..+0.43 → EXACT
  pcdb 1, ashp                     +0.41 / +0.18 → ±0.02
  electric 3/6/7/8/9, sf 4/9/10/11 +0.39..+0.60 → +0.08..+0.12
  electric 5                       -0.74 → -1.18  (Cluster B over-shoot)
  electric 2                       -0.24 → -0.46  (Cluster C HW gap)
  gshp                             +1.09 → +0.94  (Cluster C HW gap)
  solid fuel 2/3                   +3.08 / +1.76  → +2.77 / +1.31

Cluster A (cohort-wide HLC deficit) is closed. The four remaining open
fronts (Clusters B + C) are now visible without offsetting bugs:
  - Cluster B (Table 9c step 12 R sign): electric 5, solid fuel 2/3
  - Cluster C (HW kWh cascade): gshp + electric 2 (Appendix N3)
                                solid fuel 2/3 (Table 4b HW efficiency)

Golden-fixture re-pins:
  cert 0240 (age J, TFA 118): PE +2.18 → +5.80, CO2 +0.13 → +0.32
  cert 0390-2954 (age F, TFA 360): PE -28.27 → -27.97, CO2 -2.74 → -2.71

Pyright net-zero (44 → 44). Extended handover suite: 893 → 895 pass.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 11:26:53 +00:00
Khalim Conn-Kowlessar
a658f73613 Slice S0380.150: SAP 10.2 §12 / Appendix F2 — 18-hour high-rate for pumps + lighting
SAP 10.2 §12 (PDF p.45 lines 2280-2283):

  "The 18-hour tariff is only for use with electric CPSUs with
   sufficient energy storage to provide space (and possibly water)
   heating requirements for 2 hours. Electricity at the low-rate price
   is available for 18 hours per day, with interruptions totalling 6
   hours per day, with the proviso that no interruption will exceed 2
   hours. The low-rate price applies to space and water heating, while
   electricity for all other purposes is at the high-rate price."

SAP 10.2 Appendix F2 (PDF p.63 lines 3809-3812):

  "F2 Electric CPSUs using 18-hour electricity tariff. The 18-hour
   low rate applies to all space heating and water heating provided
   by the CPSU. The CPSU must have sufficient energy stored to provide
   heating during a 2-hour shut-off period. The 18-hour high rate
   applies to all other electricity uses."

Table 12a Grid 2 omits 18-hour / 24-hour from its 7-hour / 10-hour
table; pre-slice the cascade's `_other_fuel_cost_gbp_per_kwh` fell
through Grid 2's `NotImplementedError` to
`prices.standard_electricity_p_per_kwh` (Table 32 code 30 = 13.19
p/kWh). Per §12 + Appendix F2 the 18-hour rule is explicit fraction =
1.0 at the high rate — pumps, fans, and lighting bill at the 18-hour
high rate (Table 32 code 38 = 13.67 p/kWh).

All 41 heating-systems corpus variants lodge `meter_type='18 Hour'`,
so this gap was cohort-wide. Pre-slice the cascade undercounted
pumps + lighting cost by (13.67 − 13.19) × kWh on every variant:

  oil 1            Δcost -£9.31 → -£6.69   (closed £2.62, pumps 265 +
                                            lighting 282 × £0.0048)
  oil pcdb 1/2     Δcost -£8.32 → -£6.29   (closed £2.03)
  oil pcdb 3       Δcost -£8.91 → -£6.29   (closed £2.62)
  pcdb 1           Δcost -£11.10 → -£9.07  (closed £2.03)
  ashp             Δcost -£5.57 → -£4.22   (closed £1.35, lighting only)
  electric 1..9    Δcost shift ~ -£1.35..+£1.35  (lighting only;
                                                  storage / room-heater
                                                  certs carry pumps_fans
                                                  = 0)
  solid fuel 4..11 Δcost ~ -£1.55 (lighting only)
  gshp             Δcost -£26.48 → -£25.12 (closed £1.35)

Pyright net-zero (43 → 43). Extended handover suite: 892 → 893 pass.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 09:34:09 +00:00
Khalim Conn-Kowlessar
f20d96369f docs: handover post S0380.146..149
Captures the four slices that closed the oil-cohort Table 4f gap:
.146 primary loss for Table 4b regular boilers, .147 Eq D1 for
non-PCDB Table 4b, .148 liquid fuel boiler aux 100 kWh, .149
per-pump-age circulation + wet-boiler gate.

Documents the cohort-wide ~-£10/yr cost residual that S0380.149's
spec correctness exposed — the new next-slice front. Highlights the
user directive [[feedback-software-no-special-handling]] that
surfaced during S0380.147 and continued to apply through .149.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 09:18:38 +00:00
Khalim Conn-Kowlessar
35ea664db8 Slice S0380.149: Table 4f — circulation pump dispatch by pump age + wet-boiler gate
SAP 10.2 Table 4f (PDF p.174) "Electricity for fans, pumps and other
auxiliary uses" — Heating system circulation pump rows:

  Circulation pump, 2013 or later                 41 kWh/yr
  Circulation pump, 2012 or earlier              165 kWh/yr
  Circulation pump, unknown date                 115 kWh/yr

Pre-slice the cascade hardcoded `_PUMPS_FANS_KWH_BY_MAIN_CATEGORY[2]
= 160 kWh/yr` (115 Unknown CH + 45 gas flue fan) for category=2 gas
boilers and fell through to `_DEFAULT_PUMPS_FANS_KWH_PER_YR = 130`
for any other category. Both shortcuts ignored the per-cert
`central_heating_pump_age` lodging AND incorrectly applied
circulation pump electricity to dry electric storage / direct-acting
/ room heater systems (no primary water loop).

Implementation:

  - Mapper: `_elmhurst_pump_age_int` now recognises both "Pre 2013"
    and "2012 or earlier" string forms as the SAP10 enum 1 (Pre 2013).
    Pre-slice "2012 or earlier" silently returned 2 (2013 or later)
    on the entire oil corpus, mis-applying the 41 kWh post-2013
    circulation pump to certs that lodge "2012 or earlier" via
    Elmhurst Summary §14 "Heat pump age".
  - New `_is_wet_boiler_main(main)` gate: identifies wet-boiler
    systems by Table 4a/4b code range (101-141 gas/oil, 151-161
    solid fuel, 191-196 electric boilers), PCDB Table 322 record,
    or category ∈ {1, 2} fallback. Heat pumps (cat 4) return False
    per Table 4f note "Not applicable for electric heat pumps from
    database". Electric storage / direct / room heater codes
    (401-499, 601-699) return False — they have no primary loop.
  - New `_table_4f_circulation_pump_kwh(main)` dispatches on
    `central_heating_pump_age`:
        None / 0 → 115 kWh (Unknown date)
        1        → 165 kWh (Pre 2013 / 2012 or earlier)
        2        →  41 kWh (2013 or later)
  - New `_table_4f_main_1_gas_boiler_flue_fan_kwh(main)` extracts
    the gas-flue-fan 45 kWh logic from the old category dispatch.
    Gated on `_is_wet_boiler_main` + gas fuel + fan_flue_present.
  - Remove `_PUMPS_FANS_KWH_BY_MAIN_CATEGORY` and
    `_DEFAULT_PUMPS_FANS_KWH_PER_YR` constants (the new helpers
    replace both).

Worksheet evidence for the wet-boiler gate:

  electric 1 (code 191 electric boiler):   ws (230c) = 41 kWh ✓
  electric 5 (code 402 electric storage):  ws (231)  =  0 kWh ✗
  solid fuel 2 (code 158 anthracite):      ws (230c) = 41 kWh ✓
  solid fuel 9 (code 636 wood stove):      ws (231)  =  0 kWh ✗
  oil 1 (code 127 condensing oil):         ws (230c) = 165 kWh ✓
  oil pcdb 3 (PCDB 18573):                 ws (230c) = 41 kWh ✓

Cascade impact across heating-systems corpus (vs S0380.148 state):

  | Variant        | SAP Δ        | Cause |
  |----------------|--------------|-------|
  | oil 1          | +0.60→+0.40  | 165 + 100 = 265 ≡ worksheet exact |
  | oil pcdb 1/2   | -0.15→+0.36  | 41 + 100 = 141 ≡ ws exact |
  | oil pcdb 3     | +0.59→+0.39  | same |
  | pcdb 1         | -0.03→+0.50  | 41 + 100 = 141 ≡ ws (was over) |
  | electric 1     | -0.06→+0.45  | 41 (wet electric boiler) |
  | electric 3-9   | -0.1..-1.4→  | 0 (dry storage/UFH) |
  |                | +0.5..+0.6   | was 130 default; now 0 |
  | solid fuel 2-8 | various      | 41 (boilers) — partial closures |
  | solid fuel 9-11| -0.2→+0.5    | 0 (room heaters) — was 130 |

Re-pins reflect spec-correct application. Per
[[feedback-software-no-special-handling]]: pre-slice near-zero pins
were masking pre-existing offsetting cascade gaps; spec correctness
unmasks them.

Golden fixtures impact:

  - cert 0240 (dual oil combi, pump_age=0 Unknown): PE +2.52→+2.18
  - cert 0390 (Firebird PCDF oil, pump_age=0): PE -28.08→-28.27
  - cert 6035 (gas combi, pump_age=2 post-2013): PE +47.29→+46.42

Cert 6035 closer to zero (post-2013 41 kWh < pre-slice 115 unknown).
Cert 0240/0390 small shifts from removing the gas-cat-2 hardcoded
160 path for oil mains.

Tests:
  - test_sap_table_4f_circulation_pump_dispatches_per_central_heating_
    pump_age — asserts oil 1 inputs.pumps_fans_kwh_per_yr == 265
    (165 Pre 2013 + 100 liquid fuel) ± 1.0.
  - test_sap_table_4f_liquid_fuel_boiler_flue_fan_and_fuel_pump_adds_
    100_kwh (S0380.148) still passes.

Extended handover suite: 892 pass, 0 fail. Pyright net-improved
(removed unused `main_category` variable, file 33→32 errors).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 09:14:11 +00:00
Khalim Conn-Kowlessar
1b1f45b679 Slice S0380.148: Table 4f — liquid fuel boiler flue fan and fuel pump (100 kWh/yr)
SAP 10.2 Table 4f (PDF p.174) "Electricity for fans, pumps and other
auxiliary uses" row:

  Liquid fuel boiler — flue fan and fuel pump   100 kWh/yr  c) d)

Note c): "Applies to all liquid fuel boilers that provide main heating,
but not if boiler provides hot water only. Where there are two main
heating systems include two figures from this table."

Pre-slice the cascade's `_table_4f_additive_components` only wired:
  - (230a) MEV / MVHR
  - (230e) Main 2 gas-boiler flue fan (45 kWh)
  - (230g) Solar HW pump

The liquid-fuel sibling row was missing — oil 1 worksheet (230d) and
oil pcdb 3 worksheet (230d) both lodge 100 kWh/yr "oil boiler pump"
that the cascade was silently skipping.

Implementation:

  - Add `_LIQUID_FUEL_CODES = frozenset({4, 71, 73, 75, 76})` and new
    `is_liquid_fuel_code(fuel_code)` helper in
    `domain/sap10_calculator/tables/table_32.py`. Mirror of
    `is_electric_fuel_code` — routes through `_to_table_32_code`
    normalisation so Elmhurst-derived Table 32 codes (e.g. code 23
    = bulk wood pellets, solid) don't collide with API enum codes
    (where 23 = B30D community).
  - Extend `_table_4f_additive_components` to add 100 kWh for Main 1
    when `is_liquid_fuel_code(main.main_fuel_type)` returns True
    (`isinstance(int)` guard for the `Union[int, str]` field). Mirror
    the same gate for Main 2 per Note c) "Where there are two main
    heating systems include two figures".
  - LPG is GAS (Table 4b/4f convention, Ecodesign classification) —
    `_LIQUID_FUEL_CODES` deliberately excludes 2/3/5/9 LPG codes.

Cascade impact across heating-systems corpus:

  | Variant   | SAP Δ       | Cost Δ      | PE Δ        |
  |-----------|-------------|-------------|-------------|
  | oil 1     | +1.18→+0.60 | -£27→-£14   | -276→-124   |
  | oil pcdb 1| +0.42→-0.15 |  -£10→+£3.4 |  -84→+67    |
  | oil pcdb 2| +0.42→-0.15 |  -£10→+£3.4 |  -84→+67    |
  | oil pcdb 3| +1.16→+0.59 | -£27→-£14   | -271→-120   |
  | pcdb 1    | +0.57→-0.03 | -£13→+£0.6  | -109→+42    |

Cohort closures: pcdb 1 EXACT (-0.03), oil pcdb 1/2 closed to -0.15.

Golden fixtures impact:

  - cert 0240 (dual-main oil combi 130): SAP integer 73→72 (resid
    +0→-1), PE +1.02→+2.52, CO2 +0.11→+0.14. Dual-main certs add
    2 × 100 = 200 kWh aux per Note c). Cert's published SAP 73
    suggests the dual-main Q_space split (main_heating_fraction)
    may also need wiring — slice candidate.
  - cert 0390 (Firebird PCDF 9005 oil combi): PE -28.50→-28.08
    (CLOSER to zero), CO2 -2.75→-2.73 (CLOSER to zero), SAP +7
    unchanged.

Test:
  test_sap_table_4f_liquid_fuel_boiler_flue_fan_and_fuel_pump_adds_
  100_kwh — asserts oil pcdb 3 inputs.pumps_fans_kwh_per_yr ≥ 230
  (130 base + 100 liquid fuel boiler aux).

Extended handover suite: 891 pass, 0 fail. Pyright net-zero (44=44).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 08:53:23 +00:00
Khalim Conn-Kowlessar
de5ae2a27e docs: handover post S0380.146..147
Captures the two slices that closed oil 1 from +2.66 → +1.18 SAP via
Table 3 primary-loss extension (.146) + Appendix D §D2.1 (2) Equation
D1 wiring for non-PCDB Table 4b boilers (.147). Highlights the user
directive that surfaced this session ("BRE/Elmhurst software follows
spec exactly; no special non-spec handling") and the resulting pin
shifts on cert 0240 + 6035 (combi-no-cylinder golden fixtures
re-pinned per spec correctness).

Ranks next-slice candidates: oil 1 Table 4f auxiliary energy (~+0.4
SAP closure remaining), electric 5 -1.43 regressed by .145, solid
fuel 2/3 anthracite outliers, community heating + electric storage
unblocking.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 08:26:04 +00:00
Khalim Conn-Kowlessar
7dceeff24b Slice S0380.147: Appendix D Eq D1 — Table 4b non-PCDB boilers (winter/summer monthly cascade)
SAP 10.2 Appendix D §D2.1 (2) Equation (D1) (PDF p.57):

  If the boiler provides both space and water heating, and the summer
  seasonal efficiency is lower than the winter seasonal efficiency,
  the efficiency is a combination of winter and summer seasonal
  efficiencies according to the relative proportion of heat needed
  from the boiler for space and water heating in the month concerned:

              Q_space + Q_water
  η_water,m = ───────────────────────────────
              Q_space/η_winter + Q_water/η_summer

  where Q_space (kWh/month) is the quantity calculated at (98c)m
  multiplied by (204) or by (205);
        Q_water (kWh/month) is the quantity calculated at (64)m;
        η_winter and η_summer are the winter and summer seasonal
        efficiencies (from Table 4b).

Pre-slice the cascade only wired Eq D1 for PCDB-tested boilers (the
`pcdb_record` branch in `_apply_water_efficiency`). For non-PCDB
Table 4b boilers (`sap_main_heating_code` 101-141) where the cert
lodges no `main_heating_index_number`, the cascade fell through to
the scalar `water_efficiency_pct` divisor — which resolved via WHC
901 inherit to Table 4b WINTER eff (wrong direction; spec wants the
monthly Eq D1 blend).

This slice:

  - Adds `domain/sap10_calculator/tables/table_4b.py` with the full
    41-row Table 4b (winter, summer) pair dict for codes 101-141
    verbatim from SAP 10.2 PDF p.168 (Table 4b).
  - Refactors `_apply_water_efficiency` parameter from
    `pcdb_record: Optional[GasOilBoilerRecord]` to
    `eq_d1_winter_summer_pct: Optional[tuple[float, float]]` —
    decouples the Eq D1 input from the PCDB record so a Table 4b
    fallback can populate it without faking a PCDB record.
  - Resolves Eq D1 inputs at the call site with priority order:
        1. PCDB Table 105 winter/summer (existing path)
        2. SAP 10.2 Table 4b (PDF p.168) winter/summer when PCDB
           absent + WHC=901 (`_WHC_FROM_MAIN_HEATING`, the spec form
           of "boiler provides both space and water heating").
    §9.4.11 -5pp interlock applies symmetrically to both columns of
    whichever (winter, summer) tuple is resolved.

Oil 1 cert worksheet (217)m verified Jan 81.83 / Apr 81.42 / May
79.94 / Jun-Sep 72.00 / Dec 81.86 — exact back-solve to Eq D1 with
Table 4b code 127 (winter 84, summer 72). Annual HW fuel (219) =
Σ (64)m × 100 / (217)m = 3638.99 kWh/yr ≡ cascade post-slice.

Cascade impact:

  Heating-systems corpus (worksheet-pinned, oil 1 only on pin grid):
    oil 1  SAP +1.76 → +1.18  (Δ -0.59)
           cost -£40.60 → -£27.12  (Δ +£13.48)
           CO2  -129.22 → -55.36   (Δ +73.86 kg/yr)
           PE   -590.02 → -275.52  (Δ +314.50 kWh/yr)
    Remaining oil 1 residual is Table 4f auxiliary energy (cascade
    pumps_fans 130 kWh vs worksheet 265 kWh — missing the oil-boiler
    pump 100 kWh + CH pump 130 vs ws 165). Follow-up slice.

  Golden fixtures (cert-pinned, integer-rounded PE):
    cert 0240 (dual oil combi 130, no cylinder): PE +0.05 → +1.02
    cert 6035 (gas combi 104, no cylinder):      PE +46.10 → +47.29
    Both shifts reflect spec-correct Eq D1 now firing for non-PCDB
    combi-no-cylinder configs. The pre-slice near-zero pin on cert
    0240 was masking offsetting cascade gaps (likely Table 4f
    auxiliary energy and/or dual-main Q_space split per (98c)m ×
    (204) which the cascade currently treats as full demand).

Following [[reference-unmapped-sap-code]] discipline, the new Table
4b dict is the canonical spec-source — `domain.sap10_ml.sap_
efficiencies._SPACE_EFF_BY_CODE` still carries the winter column for
the ML feature cascade and is left in place per the sap10_ml
deprecation plan (separate migration).

Test:
  test_sap_appendix_d_eq_d1_water_efficiency_monthly_for_non_pcdb_
  table_4b_boiler_with_cylinder — asserts cert 1431 oil 1 HW fuel
  annual = 3638.99 ± 1.0 kWh/yr (matches worksheet (219)).

Extended handover suite: 890 pass, 0 fail. Pyright net-zero (44=44).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 08:22:46 +00:00
Khalim Conn-Kowlessar
bd193e06fc Slice S0380.146: Table 3 primary loss — Table 4b non-PCDB regular boilers with cylinder
SAP 10.2 Table 3 (PDF p.160) "Primary circuit loss":

  "Primary circuit loss applies when hot water is heated by a heat
   generator (e.g. boiler) connected to a hot water storage vessel via
   insulated or uninsulated pipes (the primary pipework). Primary loss
   is set to zero for the following:
       Electric immersion heater
       Combi boiler ...
       CPSU ..."

A Table 4b regular (non-combi, non-CPSU) gas or liquid-fuel boiler
feeding a cylinder is in neither zero-loss list, so primary loss must
apply. Pre-slice the Elmhurst-path fallback in `_primary_loss_applies`
only covered PCDB Table 322 records (S0380.142) — when the cert lodges
a Table 4b code (e.g. oil 1 sap_main_heating_code 127 "Condensing oil
boiler") with no PCDB index and no `main_heating_category` lodgement,
primary loss silently fell through to zero.

This slice extends the Elmhurst-path fallback in `_primary_loss_applies`
to fire when `sap_main_heating_code` is in the Table 4b code range
(101-141) and NOT in the combi/CPSU sub-row exclusion set per Table 3:

  Combi codes:  103, 104, 107, 108, 112, 113, 118, 128, 129, 130
  CPSU codes:   120, 121, 122, 123

Oil 1 worksheet (59)m daily rate = 1.3972 kWh/day uniform = 14 ×
[0.0245 × 3 + 0.0263] (uninsulated pipework, has cylinder thermostat +
separately timed DHW → h=3 winter & summer per Table 3 split). Annual
sum = 365 × 1.3972 ≈ 510 kWh/yr — matches the worksheet's (59) annual.

Cascade impact on heating-systems corpus:
  - oil 1 SAP residual +2.66 → +1.76 (Δ -0.90)
         cost  -£61.24 → -£40.60 (Δ +£20.64)
         CO2   -242.27 → -129.22 (Δ +113.05 kg/yr)
         PE  -1050.49 → -590.02   (Δ +460.47 kWh/yr)

Only the oil 1 variant moves — every other cascade-OK variant either
already routes primary loss via the PCDB Table 322 branch (oil pcdb 1/
2/3, pcdb 1) or via the boiler-category {1,2} branch. The other oil
codes 124/125/126/131/132 + range-cooker codes 133-141 are gated for
free by the same dispatch when their certs surface in future cohorts.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 22:20:50 +00:00
Khalim Conn-Kowlessar
1636cfbc83 docs: handover post S0380.141..145
Five slices closing pcdb 1 (+6.95→+0.57 via §9.4.11 + §4 cylinder
gates + RdSAP10 Table 29) and the electric storage cluster (e3/e6/e7
+2.5/+1.3 SAP → <0.21 each via Table 4e (92)m→(93)m). Cumulative
|ΔSAP| 18.0 → 12.2 (-32%). Open fronts ranked + spec-source index.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 21:55:53 +00:00
Khalim Conn-Kowlessar
b1478cff63 Slice S0380.145: Table 4e temperature adjustment — apply (92)m → (93)m offset per Table 9c step 8
SAP 10.2 Table 4e (PDF p.170-173) "Heating system controls":

  3. The 'Temperature adjustment' modifies the mean internal
     temperature and is added to worksheet (92)m.

SAP 10.2 Table 9c step 8 (PDF p.184): "Apply adjustment to the mean
internal temperature from Table 4e, where appropriate".

Pre-slice the cascade hardcoded `control_temperature_adjustment_c
=0.0` at all three call sites of `mean_internal_temperature_monthly`
and `space_heating_section_with_results`. The §8 heat loss calc
therefore drove off (92)m unchanged → §8 SH demand under-counted on
every cert whose `main_heating_control` lodges a non-zero adjustment.

Table 4e adjustments by code (full p.170-173 coverage):

  Group 0 — No heating system:
    2699: +0.3
  Group 1 — Boilers with radiators/UFH (+ micro-CHP):
    2101, 2102: +0.6   (no thermo / programmer-only)
    2103..2113: 0
  Group 2 — Heat pumps:
    2201, 2202: +0.3
    2203..2210: 0
  Group 3 — Heat networks:
    2301, 2302: +0.3
    2303..2314: 0
  Group 4 — Electric storage:
    2401 (Manual charge):                  +0.7
    2402 (Automatic charge):               +0.4
    2403 (Celect):                         +0.4
    2404 (HHR controls):                    0
  Group 5 — Warm air:
    2501, 2502: +0.3
    2503..2506: 0
  Group 6 — Room heaters:
    2601: +0.3
    2602..2605: 0
  Group 7 — Other systems:
    2701, 2702: +0.3
    2703..2706: 0

New `_control_temperature_adjustment_c(main)` helper consults
`_CONTROL_TEMPERATURE_ADJUSTMENT_BY_CODE` (52 entries, full Table 4e
coverage). Strict-raises `UnmappedSapCode` on present-but-unmapped
codes per [[reference-unmapped-sap-code]] so spec-coverage gaps
surface at test time. The helper is wired to all three call sites
of the MIT/SH orchestrators in cert_to_inputs.

Corpus impact — closes the +2.5 SAP cluster substantially:

  Variant | control |  pre  →  post  | delta
  ------- | ------- | -------------- | -----
  e3 (401)|  2401   | +2.55 → -0.09  | -2.46  (massive close)
  e6 (404)|  2402   | +1.33 → -0.17  | -1.50
  e7 (408)|  2402   | +1.29 → -0.20  | -1.49
  e2 (524)|  2502   | +0.47 → -0.18  | -0.65
  e5 (402)|  2402   | +0.07 → -1.43  | -1.50  (regressed —
                                              previously net-zero
                                              from offsetting bugs)

Cumulative |ΔSAP| across these 5: 5.71 → 2.07 (-3.64 pts closed).
electric 3 / 6 / 7 / 8 / 9 now all within 0.20 SAP of worksheet.
Golden fixtures unchanged (API certs in those tests don't lodge
non-zero-adjustment control codes; suite stays 888 pass).

Extended handover suite: 888 pass, 0 fail (was 887 + 1 new AAA test).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 21:50:10 +00:00
Khalim Conn-Kowlessar
ec6661cbb6 Slice S0380.144: Table 11 — per-Table-4a-code secondary fraction dispatch for electric storage heaters + remove code 408 from §A.2.2 forced-secondary set
SAP 10.2 Table 11 (PDF p.188) "Fraction of heat supplied by
secondary heating systems" — the "Electric storage heaters (not
integrated)" row splits by Table 4a sub-type:

  - not fan-assisted:                                       0.15
  - fan-assisted:                                           0.10
  - high heat retention (as defined in 9.2.8):              0.10

Plus separate rows:
  Integrated storage/direct-acting electric systems:        0.10
  Electric room heaters:                                    0.20
  Other electric systems (e.g. underfloor):                 0.10

Cross-referenced with SAP 10.2 Table 4a (PDF p.166) Electric
storage codes:

  401: Old (large volume) storage heaters     — not fan-assisted
  402: Slimline storage heaters                — not fan-assisted
  403: Convector storage heaters               — not fan-assisted
  404: Fan storage heaters                     — fan-assisted
  405: Slimline + Celect                       — not fan-assisted
  406: Convector + Celect                      — not fan-assisted
  407: Fan + Celect                            — fan-assisted
  408: Integrated storage + direct-acting      — "Integrated"
  409: High heat retention                     — HHR
  421: Underfloor heating                      — "Other electric"

Pre-slice the cascade defaulted `_secondary_fraction` to 0.10 for
every forced electric-storage code (Elmhurst mapper leaves
`main_heating_category=None`, dispatch falls through to the
`_SECONDARY_HEATING_FRACTION_DEFAULT` 0.10), missing the 0.15
not-fan-assisted sub-row on codes 401/402/403/405/406.

Two compounding spec-citable fixes:

(a) New `_SECONDARY_FRACTION_BY_ELECTRIC_STORAGE_CODE` dispatch dict
    consulted before the category-based lookup in
    `_secondary_fraction`. Routes each Table 4a 4xx code to its
    Table 11 sub-row fraction.

(b) Code 408 removed from `_FORCE_SECONDARY_FOR_MAIN_CODES`.
    SAP 10.2 §A.2.2 (PDF p.~189) verbatim: "This applies to main
    heating codes 401 to 407, 409 and 421" — 408 is explicitly
    NOT in the spec's forced list. The integrated storage+direct-
    acting heater's direct-acting element acts as the secondary
    already, so the calculation doesn't add another.

Corpus impact (electric variants — Elmhurst mapper path):

- electric 3 (SAP 401): sec_frac 0.10 → 0.15; CO2 -117.84 →
  -108.88; PE -1121.97 → -1093.18. SAP / cost residual unchanged
  because the off-peak meter routes the cost calc through the
  `_ZERO_FUEL_COST_FOR_OFF_PEAK` sentinel + legacy scalar-field
  math which bills main and secondary at the same off-peak low
  rate (7.41 p/kWh) — main-vs-secondary split is cost-neutral.
- electric 5 (SAP 402): sec_frac 0.10 → 0.15; CO2 -11.08 → -2.48;
  PE -161.03 → -133.36. Same cost-invariance.
- electric 7 (SAP 408): forced-secondary removed → cascade secondary
  fuel kWh 891 → 0 (matches worksheet); CO2 -37.86 → -53.57;
  PE -498.47 → -549.37. SAP residual unchanged (same off-peak
  cost-invariance).
- electric 4/6/8/9: no change (categories 404/409/421 keep their
  existing 0.10 dispatch).

The remaining +2.55 SAP residual on electric 3 (+1.29 on electric 7)
is now confirmed to be driven by space-heating DEMAND undercount
(cascade SH demand 10083 kWh vs worksheet 11088 kWh for electric 3;
8914 vs 9529 for electric 7), not by sec_frac dispatch. That's a
separate slice — likely §9 MIT calc or §8 gains/HLC for storage-
heater R values, follow-up after this slice.

Extended handover suite: 887 pass, 0 fail (was 886 + 1 new AAA test).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 21:27:46 +00:00
Khalim Conn-Kowlessar
53ceb63624 docs: handover post S0380.141..143 (pcdb 1 closure via §9.4.11 + §4 cylinder gates + RdSAP 10 Table 29 inaccessible-cylinder insulation defaults)
Three slices on top of `8ee877e4` closed cert pcdb 1 from SAP +6.95
to +0.57 (-92% magnitude) via spec-citable fixes in three distinct
cascade areas.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 21:06:11 +00:00
Khalim Conn-Kowlessar
eda6f449e4 Slice S0380.143: RdSAP 10 §10.11 Table 29 — derive cylinder insulation defaults from construction age band when §15.1 lodges "No Access"
RdSAP 10 Specification §10.11 Table 29 page 56 — "Heating and hot
water parameters" → row "Hot water cylinder insulation if not
accessible":

  Age band of main property A to F: 12 mm loose jacket
  Age band of main property G, H:   25 mm foam
  Age band of main property I to M: 38 mm foam

Pre-slice the Elmhurst mapper passed through cylinder_insulation_type
and cylinder_insulation_thickness_mm as None whenever §15.1 lodged
"Cylinder Size: No Access" (the inaccessible-cylinder lodging form)
because the Summary doesn't carry the measured insulation label /
thickness on inaccessible cylinders. The cascade's §4 (56)m water
storage loss override at `_cylinder_storage_loss_override` then
returned None (gates on `insulation_type == _CYLINDER_INSULATION_
TYPE_FACTORY` + thickness lodged), so the worksheet's (56)m sum was
dropped entirely from (62)m.

Cert pcdb 1 (corpus 001431, Potterton KOA PCDB 716 + 110 L cylinder
+ §15.1 "No Access" + age G 1983-1990) exposes the gap: worksheet
(56)m monthly ≈ 59.06 kWh ((51) factor 0.024 from Note 1 formula
L = 0.005 + 0.55 / (t + 4) at t = 25 mm) × (52) volume factor 1.0294
× (53) Table 2b temperature factor 0.702 — annual sum ≈ 695 kWh,
missing from the pre-slice cascade entirely.

New helper
`_resolve_elmhurst_inaccessible_cylinder_insulation(age_band)` in
`datatypes/epc/domain/mapper.py` returns the
`(insulation_type_code, thickness_mm)` tuple for age G/H (factory
foam, 25 mm) and I/J/K/L/M (factory foam, 38 mm). Age bands A-F
(loose jacket, 12 mm) raise `UnmappedElmhurstLabel` — no current
Elmhurst corpus member is age A-F with §15.1 = "No Access", and the
loose-jacket SAP10 cylinder_insulation_type enum value is not yet
plumbed into the calculator's `cylinder_storage_loss_factor_table_2`
dispatch (only factory=1 is exercised). The strict-raise mirrors the
[[reference-unmapped-sap-code]] pattern so a future fixture forces
the loose-jacket extension explicitly.

`_map_elmhurst_sap_heating` calls the resolver before constructing
SapHeating; the accessible-cylinder path stays unchanged
(measured label + thickness from §15.1).

Corpus impact:

- pcdb 1 (only "No Access" cylinder variant in the corpus):
  SAP +2.86 → +0.57; cost -£63.22 → -£12.55; CO2 -328.74 → -51.19;
  PE -1257.97 → -109.46. The remaining residual is a ~1.3% cascade-
  side undercount on space-heating demand (cascade SH 7900 kWh vs
  worksheet (98c) 8004 kWh) plus minor pumps/fans rate noise — well
  within the spec-cascade floor.

Combined with S0380.141 (§9.4.11 -5pp interlock on SH + Eq D1) and
S0380.142 (§4 lines 7700/7702 cylinder-presence gates), the
pre-slice pcdb 1 residual SAP +6.95 closes to +0.57 (-92% magnitude),
cost -£157.61 to -£12.55, PE -3135.30 to -109.46.

Extended handover suite: 886 pass, 0 fail.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 21:03:10 +00:00
Khalim Conn-Kowlessar
7f9074fca9 Slice S0380.142: §4 (61)m/(59)m cascade — cylinder presence gates combi=0 + primary loss applies for PCDB Table 322 boilers
SAP 10.2 §4 line 7702 (PDF p.137):

  Combi loss for each month from Table 3a, 3b or 3c (enter '0' if
  not a combi boiler)

SAP 10.2 Table 3 (PDF p.160) zero-loss list for primary circuit loss:

  Electric immersion heater
  Combi boiler (including when it is part of a combined heat pump and
  boiler package and provides all the hot water)
  CPSU (including electric CPSU)
  Boiler and thermal store within a single casing
  Separate boiler and thermal store connected by no more than 1.5 m
  of insulated pipework
  Direct-acting electric boiler
  Heat pump (...) with hot water vessel integral to package

Combi boilers are defined by Table 3's zero-loss list entry: they
provide instantaneous DHW with no storage vessel. A cert that lodges
a hot-water cylinder therefore has a non-combi heat generator —
the cylinder bypasses any instantaneous-DHW capability and the
boiler acts as a regular boiler for the DHW circuit.

Two compounding gaps for PCDB Table 322 (gas/oil boiler) records
with a lodged cylinder:

(a) (61)m combi loss: pre-slice the cascade routed every PCDB record
    through `pcdb_combi_loss_override` regardless of cylinder
    presence. For PCDB regular boilers (subsidiary_type=0, store_
    type=0, separate_dhw_tests=0) this dispatched to Table 3a row 1
    "Instantaneous without keep-hot" — 600 kWh/yr. Cert pcdb 1
    (Potterton KOA PCDB 716 + 110 L cylinder) exposed this: worksheet
    (61)m = 0 ; cascade was lodging 600 kWh/yr keep-hot loss on a
    regular oil boiler.

(b) (59)m primary loss: `_primary_loss_applies` gated on
    `main_heating_category in {1, 2}`. The Elmhurst path leaves
    `main_heating_category=None`, so the gate returned False even
    when the cert lodged a PCDB Table 322 (gas/oil boiler) record +
    a cylinder. Worksheet (59)m sum ~1177 kWh ; cascade was zero.

Fix:

- `_water_heating_worksheet_and_gains` now zeroes combi_loss_override
  whenever `epc.has_hot_water_cylinder` is True (top-level gate
  preceding the `pcdb_combi_loss_override` dispatch). Preserves the
  existing non-cylinder fallback for HP / no-PCDB / community-heat
  certs that lack a main_heating_category lodgement.

- `_primary_loss_applies` extends the Elmhurst-path fallback: when
  `main_heating_index_number` resolves to a PCDB Table 322 record,
  return True (the cert is implicitly a boiler — Table 3 row 1 covers
  any "heat generator (e.g. boiler) connected to a hot water storage
  vessel via insulated or uninsulated pipes").

Corpus impact:

- pcdb 1 (Potterton KOA + cylinder, the only PCDB Table 322 + cylinder
  combination in the corpus): SAP +3.40 → +2.86; cost -£75.68 →
  -£63.22; CO2 -397.02 → -328.74; PE -1601.74 → -1257.97.

- Golden cert 0390-2954-3640-2196-4175 (Firebird oil combi PCDF 9005
  + cylinder): PE -26.37 → -28.50; CO2 -2.55 → -2.75. Combi-loss
  removal (-600 kWh/yr) exceeded the primary-loss gain (~5-10 kWh
  given the cert's insulated pipework + thermostat lodging), so the
  net (62) shifted down. Direction is more spec-correct: the spec
  treats a combi feeding a cylinder as a regular boiler for DHW,
  matching the (61)m=0 + (59)m>0 worksheet behaviour.

Extended handover suite: 885 pass, 0 fail.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 20:53:19 +00:00
Khalim Conn-Kowlessar
6636f1c333 Slice S0380.141: §9.4.11 boiler interlock — extend −5pp adjustment to both space-heating efficiency and the PCDB Equation D1 water cascade
SAP 10.2 §9.4.11 (PDF p.30) "Boiler interlock":

  For the purposes of the SAP, an interlocked system is one in which
  both the space and stored water heating are interlocked. If either
  is not, the 5% seasonal efficiency reduction is applied to both
  space and water heating; if both are interlocked no reductions are
  made.

Table 4c (PDF p.169-170) lodges -5 for both Space and DHW columns on
the "No boiler interlock — regular boiler" row. Pre-slice the cascade
applied the -5pp adjustment ONLY to the `water_eff` scalar fallback
(`cert_to_inputs.py:4354`) and missed:

  (a) the SH efficiency path (cascade kept the raw PCDB winter eff for
      space heating);
  (b) the PCDB Equation D1 monthly cascade (Eq D1 received raw
      winter/summer values without the -5pp adjustment).

RdSAP §3 (PDF p.57) defines boiler interlock as "Assumed present if
there is a room thermostat and (for stored hot water systems heated
by the boiler) a cylinder thermostat. Otherwise not interlocked."
Cert pcdb 1 (Potterton KOA PCDB 716 + 110 L cylinder + Cylinder Stat:
No) reproduces the pattern: worksheet (210) = 60% = PCDB winter
65 - 5; worksheet (217)m monthly Eq D1 pivots on (winter 60,
summer 48) not (65, 53).

The SH path is further gated on `pcdb_main is not None` because
§9.4.11 only applies to "gas and liquid fuel boilers" — cert 000565
(ASHP Main 1) keeps its raw SH eff. The combi-fed-cylinder DHW path
(cert 000565 WHC 914 to PCDB combi Main 2) continues to receive its
existing -5pp via the `water_pcdb_main` gate (unchanged).

Corpus impact: pcdb 1 SAP residual +6.95 → +3.40; cost -£157.61 →
-£75.68; CO2 -845.81 → -397.02; PE -3135.30 → -1601.74. No other
variant has PCDB main + cylinder + no thermostat, so the other 24
corpus pins are unchanged.

Extended handover suite: 884 pass, 0 fail (was 883 + 1 new AAA test
pinning the §9.4.11 SH eff path).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 20:33:01 +00:00
Khalim Conn-Kowlessar
8ee877e44c docs: handover update — +2.5 SAP cluster is heterogeneous, not a shared cascade gap
Probed all three variants (electric 3, oil 1, solid fuel 2) in this
thread. Each has a different driver despite the matching magnitude:
- electric 3: §9 useful-demand calc for ctrl=3 storage heaters
- oil 1: HW efficiency for Table 4b oil boiler (cascade 86% vs ws ~65%)
- solid fuel 2: HW kWh lodged in different line ref (re-probe needed)

Tested combined-R hypothesis (effective_R = (1-frac)·R_main + frac·R_sec
per SAP 10.2 §9b) — the cascade currently DOES NOT pass secondary_fraction
to mean_internal_temperature_monthly, so effective_R = R_main. Monkey-
patching to inject combined R REGRESSES electric 3 (+2.55 → +3.17)
because raising R lowers cascade demand — opposite of needed direction.

Recommends taking the three variants as separate per-variant slices.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 19:20:43 +00:00
Khalim Conn-Kowlessar
c389645bfa docs: handover post S0380.138..140 (off-peak tariff cascade + §4 cylinder storage loss)
Three-slice handover covering:
- S0380.138: per-tariff Table 32 low-rate dispatch
- S0380.139: _is_off_peak_meter canonical normalization
- S0380.140: §4 (56)m cylinder storage loss (extractor + cascade)

Ranks next-slice candidates (top: +2.5 SAP cluster across electric 3,
oil 1, solid fuel 2 — likely shared Table 9 MIT bug).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 19:10:16 +00:00
Khalim Conn-Kowlessar
068088bc2f Slice S0380.140: §4 cylinder storage loss — extractor picks up §16 thermostat lodging + Table 2b note b restricts ×0.9 to boiler/warm-air/HP systems
Two compounding bugs were over-counting the SAP 10.2 §4 (56)m cylinder
storage loss by ~76 kWh/yr across all 17 cylinder-with-immersion
corpus variants (cascade HW kWh 2460.40 vs worksheet 2384.12):

(1) **Extractor gap.** Elmhurst Summary §15.1 "Hot Water Cylinder"
    block lodges `Cylinder Size` / `Insulation Thickness` but NOT
    `Cylinder Thermostat`. The thermostat is lodged separately in
    §16 "Recommendations" as `Cylinder thermostat (Already installed)`.
    The extractor only searched §15.1, so `cylinder_thermostat`
    resolved to None for every variant on property 001431. The
    cascade then defaulted `has_cylinder_thermostat=False`, applying
    SAP 10.2 Table 2b's ×1.3 "no thermostat" multiplier.

(2) **Cascade spec gap.** `_separately_timed_dhw` returned True for
    any cylinder-lodged cert regardless of HW fuel. Per SAP 10.2
    Table 2b note b) (PDF p.159):

    > "Multiply Temperature Factor by 0.9 if there is separate time
    >  control of domestic hot water (boiler systems, warm air systems
    >  and heat pump systems)"

    Electric immersion is NOT in the bracketed list — the ×0.9
    reduction is restricted to boiler / warm-air / HP systems. Pre-
    slice the cascade over-applied ×0.9 on electric-immersion certs.

Combined, the cascade computed TF = 0.60 × 1.3 × 0.9 = 0.702 vs the
worksheet's TF = 0.60 (base — thermostat present, immersion exempt).
After both fixes the cascade HW kWh matches the worksheet's (64) at
1e-3 precision (2384.116 vs 2384.12).

Corpus impact (16 cylinder-with-immersion variants on 18-hour meter):

| variant      | SAP_c shift | Cost shift |
|--------------|------------:|-----------:|
| electric 1   | -0.20 →   -0.06 |  -£3.34 |
| electric 2   | -1.27 →   +0.47 |  -£4.44 |
| electric 3   | +2.42 →   +2.55 |  -£2.91 |
| electric 5   | -0.06 →   +0.07 |  -£3.06 |
| electric 6   | +1.19 →   +1.33 |  -£3.20 |
| electric 7   | +1.14 →   +1.29 |  -£3.35 |
| electric 8   | -0.41 →   -0.26 |  -£3.50 |
| electric 9   | -0.24 →   -0.12 |  -£2.91 |
| solid fuel 4-11 | -0.45..-0.09 → -0.29..+0.10 | -£3 to -£4 |

The HW kWh line closes cleanly; some SAP residuals sign-flip slightly
because the cascade's now-correct HW kWh exposes the SH+Sec demand
mismatch for storage heaters (electric 3/6/7 — open driver is the
Table 11 `main_heating_category=None` default for codes 401/402,
queued for a mapper-side slice).

Tests:
- new AAA test `test_separately_timed_dhw_excludes_electric_immersion_per_table_2b_note_b`
- 16 corpus pins re-tightened (8 electric + 8 solid fuel)

Extended handover suite: 883 pass (was 882; +1 new test), 0 fail.
Pyright net-zero on touched files (43 → 43 errors, all pre-existing).

Per [[feedback-spec-citation-in-commits]] +
[[feedback-spec-floor-skepticism]] (the "HW +76 kWh uniform overcount"
across 17 variants traced to TWO spec-citable defaults the cascade
was getting wrong, not a precision floor).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 19:03:58 +00:00
Khalim Conn-Kowlessar
c4db37db19 Slice S0380.139: route _is_off_peak_meter through tariff_from_meter_type canonical dispatch (bare '18 Hour' lodging)
Pre-slice `_is_off_peak_meter` carried its own string-dispatch that
only recognised the RdSAP 10 long form `"off-peak 18 hour"`. The bare
`"18 Hour"` lodging (Elmhurst Summary §14.2 surface form, lodged by
41/41 corpus variants) fell into the catch-all `return False` branch.
That mis-classified every 18-hour cert as non-off-peak for the
secondary / PV cost paths and billed electric secondary heating at
standard 13.19 p/kWh (Table 32 code 30) instead of the 18-hour low
rate 7.41 p/kWh (Table 32 code 40).

The fix routes `_is_off_peak_meter` through `tariff_from_meter_type`
so every lodging form already recognised there (int 1/4/5, `"18 Hour"`,
`"off-peak 18 hour"`, `"Dual"`, `"Dual (24 hour)"`, numeric strings)
is consistently classified. Single (code 2) stays standard; Unknown
(code 3) retains the heuristic "electric end-uses on Unknown meters
typically come from E7-eligible dwellings whose tariff the assessor
couldn't pin down — apply off-peak". Per
[[feedback-zero-error-strict]] the now-dead `_RDSAP_DEFINITELY_OFF_PEAK`
frozenset is deleted (canonical dispatch covers the same codes).

Spec citation per [[feedback-spec-citation-in-commits]]:

> RdSAP 10 §17 page 85 row 10-2 (Electricity meter): "Dual / single /
>  10-hour / 18-hour / 24-hour / unknown"
> RdSAP 10 §12 page 62: "if the meter is dual 18-hour/24-hour it is
>  18-hour/24-hour tariff"

Corpus impact (6 storage-heater / underfloor variants on forced
secondary):

| variant | SAP code | old ΔSAP | new ΔSAP |
|---|---:|---:|---:|
| electric 3 | 401 | -0.10 | +2.42 |
| electric 5 | 402 | -2.48 | -0.06 |
| electric 6 | 404 | -1.14 | +1.19 |
| electric 7 | 408 | -1.08 | +1.14 |
| electric 8 | 409 | -2.54 | -0.41 |
| electric 9 | 421 | -2.76 | -0.24 |

Total absolute SAP residual across the cluster: 10.10 → 5.46.

The 3 sign-flipped variants (electric 3/6/7) surface a separate
cascade bug: `_secondary_heating_fraction_for_category` defaults to
0.10 when the mapper leaves `main_heating_category=None` for electric
storage, but the worksheet for codes 401/402 uses 0.15 = Table 11
Cat 7. Mapper-side fix queued.

Tests:
- new AAA test `test_is_off_peak_meter_recognises_bare_18_hour_lodging`
  covers 7 lodging forms (bare, lowercase, long-form, Single, standard,
  Unknown+electric, Unknown+non-electric)
- 6 corpus pins re-tightened (electric 3/5/6/7/8/9)

Extended handover suite: 882 pass (was 881; +1 new test), 0 fail.
Pyright net-zero on touched files (43 → 43 errors, all pre-existing).

Per [[reference-unmapped-sap-code]] strict-dispatch routing.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 18:39:43 +00:00
Khalim Conn-Kowlessar
a830e85565 Slice S0380.138: route every off-peak callsite through the per-tariff Table 32 low-rate (electric +5..+9 SAP cluster + spillover)
Pre-slice every off-peak callsite in `cert_to_inputs.py` —
`_space_heating_fuel_cost_gbp_per_kwh`, `_hot_water_fuel_cost_gbp_per_kwh`,
`_secondary_fuel_cost_gbp_per_kwh`, `_pv_dwelling_import_price_gbp_per_kwh` —
hardcoded `prices.e7_low_rate_p_per_kwh = 5.50` p/kWh (Table 32 code 31,
the 7-hour low rate) regardless of the cert's actual tariff. Every
18-hour cert was thereby under-charged 1.91 p/kWh × off-peak kWh on
its space-heating, hot-water, and secondary-heating cost rows.

Per RdSAP 10 §19 Table 32 (p.95):

> "Electricity ... 7-hour tariff (low rate / off-peak) — code 31 5.50 p/kWh
>  ... 10-hour tariff (low rate) — code 33 7.50 p/kWh
>  ... 18-hour tariff (low rate) — code 40 7.41 p/kWh
>  ... 24-hour tariff — code 35 6.61 p/kWh"

The fix routes through a new `_off_peak_low_rate_gbp_per_kwh(tariff)`
helper that reads the existing per-tariff Table 32 lookup
(`_TARIFF_HIGH_LOW_RATES_P_PER_KWH`). A companion
`_off_peak_low_rate_gbp_per_kwh_via_meter_heuristic(meter_type)` covers
the secondary / PV paths that detect off-peak via the
`_is_off_peak_meter` heuristic (RdSAP meter code 3 = Unknown is treated
as off-peak for electric end-uses), falling back to the SEVEN_HOUR rate
when the meter resolves to STANDARD — codifying the heuristic that the
literal 5.50 constant used to embed.

Per [[feedback-zero-error-strict]] the now-dead
`PriceTable.e7_low_rate_p_per_kwh` field is deleted (no fallback can
silently re-introduce the 5.50 hardcode); the field's docstring +
RDSAP_10_TABLE_32_PRICES instantiation update to point at the new
helpers.

Corpus closure (all 18-hour cohort):

- 8 electric variants — SAP +5.85..+9.64 → -0.10..-2.76; cost
  -£135..-£222 → +£2..+£64
- ashp +5.67 → +0.24 SAP (-£131 → -£5.57)
- gshp +5.16 → +1.15 SAP (-£119 → -£26)
- solid fuel 4..11 — SAP +1.59..+2.04 → ±0.45 (cost ±£10)

Golden 0240 PV path also closes (was raising UnmappedSapCode on
Unknown-meter probe — surfaced an unreachable PV literal that the
meter-heuristic helper now resolves).

Tests:
- new AAA test `test_space_heating_off_peak_fallback_uses_actual_tariff_low_rate_not_e7`
  exercising the EIGHTEEN_HOUR fallback at the helper level
- 19 corpus pins re-tightened (8 electric + ashp + gshp + 8 solid-fuel
  + golden 0240's implicit pin)

Extended handover suite: 881 pass (was 880; +1 new test), 0 fail.
Pyright net-zero on touched files (43 → 43 errors, all pre-existing).

Per [[feedback-spec-citation-in-commits]] +
[[feedback-worksheet-not-api-reference]] +
[[reference-unmapped-sap-code]].

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 18:22:54 +00:00
Khalim Conn-Kowlessar
3be8b8877b docs: handover + next-agent prompt post S0380.131..137
Captures seven slices: heating-oil price flip (S0380.131),
MissingMainFuelType strict-raise (S0380.132), Elmhurst EES → fuel
dispatch (S0380.133), PE pin block-mismatch fix (S0380.134), Table 4a
R-dispatch solid fuel (S0380.135), dual-fuel cost-cascade fix
(S0380.136), Table 4a R-dispatch electric (S0380.137).

Suite: 880 pass / 0 fail at HEAD 3542186f.

Next slice candidate: the +5..+9 SAP cluster across all 7 cascade-OK
electric corpus variants — uniform −£135..−£222 cost under-count
suggests one shared Table 12a tariff-handling gap.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 17:12:10 +00:00
Khalim Conn-Kowlessar
3542186f18 Slice S0380.137: extend Table 4a R-dispatch to electric storage / direct-acting / underfloor / ceiling (cluster)
Continuation of S0380.135's Table 4a per-heating-system responsiveness
dispatch (`_RESPONSIVENESS_BY_SAP_CODE` in cert_to_inputs.py). The
solid-fuel coverage closed 10 corpus variants; this slice extends the
dispatch to the electric heating SAP code ranges from SAP 10.2 Table
4a (PDF p.170):

  401  Old (large volume) storage heaters             R=0.00
  402  Slimline storage heaters                       R=0.20
  403  Convector storage heaters                      R=0.20
  404  Fan storage heaters                            R=0.40
  405  Slimline storage heaters + Celect-type ctrl    R=0.40
  407  Fan storage heaters + Celect-type ctrl         R=0.60
  408  Integrated storage+direct-acting heater        R=0.60
  409  High heat retention storage heaters (§9.2.8)   R=0.80
  421  In concrete slab (off-peak only)               R=0.00
  422  Integrated (storage+direct-acting)             R=0.25
  423  Integrated with low off-peak                   R=0.50
  424  In screed above insulation                     R=0.75
  425  In timber floor / immediately below covering   R=1.00
  515  Electricaire system                            R=0.75
  691  Panel, convector or radiant heaters            R=1.00
  694  Water- or oil-filled radiators                 R=1.00
  701  Electric ceiling heating                       R=0.75

A few electric storage codes (402, 403, 405, 407) carry a *different*
R value in the 24-hour tariff section of Table 4a vs the off-peak
section (e.g. Slimline 402 = R=0.20 off-peak / R=0.40 24-hour). This
dict captures the off-peak value as the default because the 24-hour
tariff is rare in the corpus (no variant lodges it). If a 24-hour-
tariff cert surfaces with one of these codes the dispatch needs to be
promoted to a (sap_code, tariff) lookup; until then the off-peak
default applies.

Heating-systems corpus impact — 6 electric corpus variants re-pinned:

  variant       SAP  R    ΔSAP   was       ΔPE      was
  electric 3    401  0.00 +9.43  +14.70   -1059   -3189
  electric 5    402  0.20 +6.76  +10.97     -96   -1798
  electric 6    404  0.40 +7.82  +10.97    -494   -1770
  electric 7    408  0.60 +7.58   +9.68    -428   -1277
  electric 8    409  0.80 +5.84   +6.89    +200    -224
  electric 9    421  0.00 +6.77  +12.03    +154   -1976

3/6 PE residuals close to ±200 kWh (electric 5/8/9). The remaining
+5..+9 SAP residuals across all electric variants suggest a separate
shared cascade gap (likely Table 12a high/low-rate fraction or pumps/
fans electric handling — fuel cost is consistently under-counted by
~£100-£220 across the cluster). Queued for follow-up.

electric 1 (SAP 191 Direct acting electric boiler) and electric 2
(SAP 524 Air source heat pump) unchanged — both have spec R=1.0
already (matched the Table 4d emitter fallback).

Extended handover suite: 880 pass / 0 fail (+1 new AAA test
covering the 17 electric R-dispatch entries).

Pyright net-zero on touched files (43 → 43).

No golden fixture impact — no golden cert lodges a covered electric
SAP code via the cascade path that would shift residuals.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 17:03:46 +00:00
Khalim Conn-Kowlessar
4d004790db Slice S0380.136: route _is_electric_main / _is_electric_water via the canonical T32-first normaliser (dual-fuel closure)
`_is_electric_main` and `_is_electric_water` hand-rolled a literal set
check `code in {10, 25, 29}` ∪ `{30..40}` to classify a fuel code as
electricity. The set conflated two enums:

  - {10, 25, 29}    — API enum codes (epc_codes.csv row main_fuel):
                        10 = electricity (backwards compat)
                        25 = electricity (community)
                        29 = electricity (not community)
  - {30, 31, ..., 40} — Table 32 codes (RdSAP 10 spec p.95):
                          30 = standard tariff
                          31/32 = 7-hour low/high
                          33/34 = 10-hour low/high
                          35 = 24-hour heating
                          38/40 = 18-hour high/low

API enum codes 1-29 collide with Table 32 codes 1-29 for unrelated
fuels — API 10 = "electricity" vs Table 32 10 = "dual fuel (mineral +
wood)". S0380.135's EES dispatch sets `main_fuel_type` to Table 32
codes (BDI → 10 for dual fuel), so a dual-fuel main was silently
mis-classified as electric. The `_space_heating_fuel_cost_gbp_per_kwh`
tariff branch then re-routed solid fuel 6's space heating cost through
the 18-hour-low electric rate (5.50 p/kWh) instead of dual-fuel 3.99
p/kWh — solid fuel 6 SAP residual −7.38 → −11.37 in S0380.135.

The fix promotes the existing `table_32._is_electric_code` to public
`is_electric_fuel_code` and routes both `_is_electric_main` and
`_is_electric_water` through it. The canonical helper normalises a
fuel code via T32-first then API-translate fallback (same convention
as `unit_price_p_per_kwh`), so a Table-32-code-10 dual-fuel main
classifies as non-electric correctly.

Subtle behaviour change: API enum code 25 ("electricity (community)")
maps via API_FUEL_TO_TABLE_32 to Table 32 code 41 ("heat from electric
heat pump (community)") which is a heat network billed at the heat-
network rate (4.24 p/kWh single rate), not at the off-peak electric
tariff. Pre-S0380.136 the literal-set check would have treated this
as direct electric and applied the Table 12a high/low-rate split —
that was wrong; community heat networks don't have an off-peak split.
The new canonical helper correctly excludes code 41 from
_ELECTRIC_FUEL_CODES.

Heating-systems corpus impact:

  solid fuel 6 (Dual Fuel Anthracite Wood, SAP 160):
    ΔSAP  −11.3731 → +1.9493   (now in cluster with other solid-fuel)
    Δcost +£268.44 → −£44.91
    ΔPE   unchanged (PE wasn't affected by the cost mis-routing)

No other corpus variants moved — none have `main_fuel_type` in the
ambiguous API/T32 collision range that was previously mis-classified.

Extended handover suite: 879 pass / 0 fail (+2 from new AAA tests
covering both `_is_electric_main` and `_is_electric_water` dual-fuel
non-electric classification + API code 29 → electric / API code 25 →
heat-network non-electric semantics).

Pyright net-zero on touched files (43 → 43).

No golden fixture impact — no golden cert lodges `main_fuel_type=10`
(dual fuel) on the cascade path.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 13:37:14 +00:00
Khalim Conn-Kowlessar
829a3318dc Slice S0380.135: dispatch responsiveness via Table 4a SAP code (solid-fuel cluster)
SAP 10.2 spec line 15271:

  "R = responsiveness of main heating system (Table 4a or Table 4d)"

The cascade's `_responsiveness` was keyed solely on `heat_emitter_type`
(Table 4d), which is correct for systems whose responsiveness is
determined by the emitter (gas / oil / HP boilers feeding radiators or
UFH). But for systems with intrinsically low responsiveness — solid-
fuel room heaters, range cookers, independent solid-fuel boilers —
the spec lodges R directly in Table 4a against the heating-system SAP
code, and that value overrides any emitter-based lookup.

For solid fuel 8 (SAP code 160 = "Range cooker boiler (integral oven
and boiler)", lodged with radiators emitter), pre-slice the cascade
returned R = 1.0 (radiators) instead of the spec-correct R = 0.50
(Table 4a p.169). The Table 9b mean-internal-temperature adjustment
then over-estimated heating-system response, under-estimating space
heating demand by ~10% (cascade demand 6874.80 kWh vs worksheet EPC
implied 7566 kWh).

The fix adds a new dispatch `_RESPONSIVENESS_BY_SAP_CODE` consulted
first in `_responsiveness`; SAP codes not in the dict fall through to
the existing Table 4d emitter lookup.

Table 4a entries added (SAP 10.2 PDF p.169-170):

  151  Manual feed independent boiler                R=0.75
  153  Auto (gravity) feed independent boiler        R=0.75
  155  Wood chip/pellet independent boiler           R=0.75
  156  Open fire with back boiler to radiators       R=0.50
  158  Closed room heater with boiler to radiators   R=0.50
  159  Stove (pellet-fired) with boiler to radiators R=0.75
  160  Range cooker boiler (integral oven+boiler)    R=0.50
  161  Range cooker boiler (independent oven+boiler) R=0.50
  631  Open fire in grate                            R=0.50
  632  Open fire with back boiler (no radiators)     R=0.50
  633  Closed room heater                            R=0.50
  634  Closed room heater with boiler (no radiators) R=0.50
  635  Stove (pellet fired)                          R=0.75
  636  Stove (pellet fired) with boiler (no rads)    R=0.75

Heating-systems corpus impact — 10 solid-fuel variants re-pinned:

  variant         ΔSAP   was        Δcost  was      ΔPE     was
  solid fuel 2    +2.64  +4.79     -£60    -£110    -1211   -2292
  solid fuel 3    +1.32  +4.43     -£30    -£102     -935   -2496
  solid fuel 4    +1.59  +4.13     -£37     -£95     +151   -1097
  solid fuel 5    +1.70  +2.71     -£39     -£62     +160    -331
  solid fuel 6   -11.37  -7.38    +£268   +£168      +87   -1313  ← see below
  solid fuel 7    +2.04  +5.82     -£47    -£131      +44   -1638
  solid fuel 8    +1.81  +4.24     -£42     -£98      +88   -1308
  solid fuel 9    +1.71  +3.44     -£39     -£79     +155    -510
  solid fuel 10   +1.75  +5.14     -£40    -£118     +120   -1315
  solid fuel 11   +1.62  +4.35     -£37    -£100     +171    -962

7/10 PE residuals close to ±220 kWh (down from -331..-2496). 9/10 SAP
residuals tighten to +1.32..+2.64 (down from +2.71..+5.82).

solid fuel 6 (Dual Fuel Anthracite Wood, SAP 160) SAP residual
regresses -7.38 → -11.37 while PE closes +87. The dual-fuel cascade
has a separate bug now exposed by the more-accurate demand calc;
queued for a follow-up slice.

Non-solid-fuel variants (15) unchanged — their SAP codes aren't in
the new dispatch dict so they fall through to Table 4d as before.
Electric storage Table 4a rows (193-196, 422-424, 515, 701) and the
spec's other low-responsiveness codes can be added in follow-up
slices as electric corpus variants are unblocked.

Extended handover suite: 877 pass / 0 fail (+1 new responsiveness
AAA test). Pyright net-zero on touched files (43 → 43).

No golden fixture impact — no golden cert lodges a solid-fuel SAP
code via the cascade path.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 13:11:36 +00:00
Khalim Conn-Kowlessar
7530ed3f4a Slice S0380.134: pin corpus PE against cascade demand-mode (apples-to-apples)
The SAP 10.2 worksheet computes each existing-dwelling metric in two
distinct blocks:

  1. "ENERGY RATING" block — uses Table 12 regulated prices + UK-
     average climate. Produces SAP score (Block 11a), total fuel
     cost (255), total CO2 (272).
  2. "EPC COSTS, EMISSIONS AND PRIMARY ENERGY" block — uses Table 32
     prices + postcode-specific climate. Produces total CO2 (272)
     again with different value, total PE (286).

The two blocks operate on different space-heating demand kWh per
SAP 10.2 §13 (e.g. solid fuel 8: 21097 kWh in rating block vs
16813 kWh in EPC block for London W6).

The corpus regression test was extracting all four pins and asserting
against the cascade's rating-mode result (`cert_to_inputs`). That was
apples-to-apples for SAP/cost/CO2 (the first `(255)` and `(272)`
matches the regex finds ARE in the rating block) but apples-to-
oranges for PE: the `(286)` Total PE only exists in the EPC block,
so every PE pin was comparing rating-mode cascade output against
EPC-block worksheet output. The mismatch inflated every PE residual
by 10-15% of total PE.

The fix runs both cascade modes in the Act phase and assigns:

  - rating-mode result → SAP / cost / CO2 residuals
  - demand-mode result (`cert_to_demand_inputs`) → PE residual

25 corpus _CorpusExpectation entries re-pinned. Some closed
dramatically (apples-to-apples reveals the cascade was actually
correct):

  ashp         +1467.90 → -11.80  ← effectively closed
  oil pcdb 1/2 +2086.75 → -83.82
  oil pcdb 3   +1897.43 → -271.44
  electric 1   +2837.14 → +164.91
  electric 8   +2113.83 → -224.46
  solid fuel 5 +2359.85 → -330.84

Others surfaced larger demand-mode gaps that the block mismatch had
been hiding — these are real cascade gaps the next slices will
address:

  electric 3       -850.93 → -3189.22
  electric 5/6     +540/+568 → -1797.96 / -1769.84
  pcdb 1           -171.70 → -3135.30
  solid fuel 2/3   +440.75 / +1451.79 → -2292.47 / -2496.20

The corpus test docstring + per-block-attribution comment now make
the rating-vs-EPC block distinction explicit so future reviewers
don't repeat the same conflation.

Extended handover suite at HEAD post-slice: 876 pass / 0 fail
(unchanged — no test count change, just per-pin value updates).

Pyright net-zero on touched file (0 → 0).

No cascade behaviour change. No golden / unit-test impact (the bug
was specific to the corpus test's pin-extraction logic).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 10:41:47 +00:00
Khalim Conn-Kowlessar
8685f8ba3a perf(repos): bulk get_many / get_for_properties — batch reads, not N round-trips (#1138)
Final slice of ADR-0012: collapse the per-property read round-trips a batch
made (Baseline hydrated ~8 queries x 30 properties one at a time) into a
handful of per-table IN queries.

- EpcPostgresRepository: extracted a shared `_compose(rows)` from `get` (the
  windows + floor-dim fetches are now passed in, not fetched inline), so both
  `get` and the new `get_for_properties(property_ids)` build EpcPropertyData
  from pre-fetched rows. `get_for_properties` fetches each child table once
  (`WHERE epc_property_id IN ...`), groups in memory, and composes — load-whole
  per ADR-0002.
- PropertyRepository.get_many(property_ids) -> Properties: one query for the
  property rows + one bulk EPC hydration, composed in input order.
- BaselineOrchestrator / IngestionOrchestrator read the batch via get_many
  instead of N x get.
- Ports + fakes gain the bulk methods.

The #1129 round-trip fidelity test stays green (the compose extraction is
behaviour-preserving). New tests: bulk hydration correctness + round-trips are
constant w.r.t. batch size (one-per-table, proven by query count). 123 pass;
pyright strict clean; AAA.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-05-31 10:33:24 +00:00
Khalim Conn-Kowlessar
0d2d41abbb Slice S0380.133: derive solid-fuel main fuel from §14.0 EES Code
The Elmhurst Summary §14.0 "Main Heating EES Code" is a three-letter
identifier that resolves to the specific fuel for solid-fuel main
heating systems. The §14.0 "Main Heating SAP Code" alone can't
disambiguate because Table 4a categorises solid-fuel systems by
appliance type rather than fuel — SAP code 160 ("Closed room heater
with boiler") is shared by anthracite, wood chips, dual fuel and
smokeless across the heating-systems corpus.

Three changes land together:

1. `MainHeating` dataclass (`elmhurst_site_notes.py`) gains a
   `main_heating_ees: str = ""` field for the §14.0 EES code.
2. `ElmhurstSiteNotesExtractor._extract_main_heating` reads "Main
   Heating EES Code" from §14.0.
3. `_map_elmhurst_sap_heating` adds a fourth fuel-derivation
   fallback (after the existing electric-SAP-code + §15.0-liquid-
   fuel branches): when `main_fuel_int is None` and the §14.0 EES
   code is in `_ELMHURST_MAIN_HEATING_EES_TO_FUEL_CODE`, use that
   dict's value as the main fuel.

Dict (corpus-derived, 10 entries → 7 distinct Table 32 fuels):

  BAF, BAI, RAM → 15  anthracite       (3.64 / 0.395 / 1.064)
  BCC           → 11  house coal       (3.67 / 0.395 / 1.064)
  BDI           → 10  dual fuel        (3.99 / 0.087 / 1.049)
  BKI           → 12  smokeless        (4.61 / 0.366 / 1.261)
  BQI           → 21  wood chips       (3.07 / 0.023 / 1.046)
  RPS           → 22  wood pellets bags (5.81 / 0.053 / 1.325)
  RUN           → 23  bulk pellets     (5.26 / 0.053 / 1.325)
  RWN           → 20  wood logs        (4.23 / 0.028 / 1.046)

Dict values are Table 32 fuel codes, NOT API `main_fuel` enum codes
— the API codes 1-9 collide with Table 32 codes for unrelated fuels
(e.g. API 5 = "anthracite" vs Table 32 5 = "bottled LPG main
heating"). `unit_price_p_per_kwh` / `co2_factor_kg_per_kwh` /
`primary_energy_factor` all check the Table 32 dict before falling
through to the API translation, so using Table 32 codes here avoids
the collision and routes cost/CO2/PE through the correct fuel row.

Heating-systems corpus impact — all 10 solid-fuel variants move
from `_BLOCKED_BY_MISSING_MAIN_FUEL_TYPE` (assert-on-raise) back
onto the residual-pin grid in `_EXPECTATIONS`:

  variant         ΔSAP    Δcost      ΔCO2     ΔPE
  solid fuel 2   +4.79  -£110    -484 kg   +441 kWh   anthracite
  solid fuel 3   +4.43  -£102   -1206     +1452       anthracite
  solid fuel 4   +4.13   -£95    -714     +1655       anthracite
  solid fuel 5   +2.71   -£62    -301     +2360       house coal — smallest
  solid fuel 6   -7.38  +£168    -154     +2519       dual fuel — only negative
  solid fuel 7   +5.82  -£131    -758     +2968       smokeless
  solid fuel 8   +4.24   -£98     -15     +2513       wood chips
  solid fuel 9   +3.44   -£79      -8     +2428       wood pellets bags
  solid fuel 10  +5.14  -£118     -53     +1849       wood pellets bulk
  solid fuel 11  +4.35  -£100      -9     +1536       wood logs

Remaining residuals trace to heating-system efficiency / control
type — separate slices. 16 variants still in `_BLOCKED`: community
heating ×5, electric storage ×4, no system, oil non-Heating-oil ×5,
Bulk LPG ×1. Each is its own derivation slice.

Extended handover suite at HEAD post-slice: 876 pass / 0 fail (was
875 + 1 new EES wiring AAA test).

Pyright net-zero on touched files (45 → 45 — all pre-existing).

No golden fixture impact — no golden cert lodges an EES code via
the Elmhurst path.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 10:04:28 +00:00
Khalim Conn-Kowlessar
48a488d1e9 refactor(orchestration): wire stages onto the UnitOfWork; per-stage commit (#1138)
Replaces the handler's whole-pipeline Session (one transaction across all
three stages, connection pinned during Ingestion's external IO) with a
Unit-of-Work per stage (ADR-0012, added here). Each stage runs its batch in
one unit and commits once; any property raising aborts the batch and the
subtask fails noisily.

- BaselineOrchestrator(unit_of_work, rebaseliner): one unit for the batch,
  commit once. Raise on a pre-SAP10 property leaves the unit uncommitted.
- IngestionOrchestrator(unit_of_work, epc_fetcher, geospatial_repo,
  solar_fetcher): fetch/write split — phase 1 fetches the whole batch (EPC /
  coords / solar) with NO unit open; phase 2 writes in one unit and commits.
  The connection is never held during external IO. Geospatial S3 repo stays
  injected (reference data, not transactional).
- Handler: module-scoped engine (pool reused across warm invocations) + a UoW
  factory; whole-pipeline `with Session` gone. `build_first_run_pipeline`
  composes on the factory. Source clients still behind the raising seam.
- ADR-0012 records the decision (per-stage boundary, all-or-nothing batch,
  idempotent re-run, fetch/write split, module-scoped engine). Modelling stub
  left untouched (no-op, no DB) per the ADR.

Tests: orchestrators on a shared FakeUnitOfWork (assert persisted batch +
exactly-once commit + no-commit-on-raise). New real-DB E2E integration test:
real PostgresUnitOfWork, Ingestion writes the EPC → Baseline reads it back
through the repo → re-run replaces, not duplicates (1 EPC row, 1 baseline row
after two runs). 121 pass in tests/; pyright strict clean; AAA.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-05-31 09:54:47 +00:00