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Author SHA1 Message Date
Khalim Conn-Kowlessar
53d9f21f73 fix(modelling): offer ASHP when the catalogue has no ASHP row
The ASHP bundle is priced from the rate sheet (ADR-0025); the catalogue
row is read only for its material id, which is nullable end-to-end. The
live `material` catalogue has no `air_source_heat_pump` row, so
`products.get` raised `ValueError: no active product` and aborted every
ASHP-eligible property.

Add `ProductNotFound(ValueError)` + a concrete `ProductRepository
.get_optional`, raise the typed error from both repos, and have
`_ashp_option` look the row up optionally — a missing row now yields an
ASHP Option with `material_id=None` rather than crashing.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 14:55:41 +00:00
Khalim Conn-Kowlessar
c11eb46b8a fix(modelling): HHR overlay sets off-peak immersion type so HW Table 13 applies
The HHR-storage HeatingOverlay (ADR-0024) added an off-peak electric
immersion cylinder but never set `immersion_heating_type`, so the overlaid
cert left it None. The calculator then could not resolve `immersion_single`
for the SAP 10.2 Table 13 HW high-rate split and billed hot water 100% at
the off-peak low rate — £127.41 vs the relodged after-cert's £169.39,
overstating the overlay's SAP by +1.26 (CO2/PE matched, isolating it to the
HW cost path).

Add `immersion_heating_type` to HeatingOverlay, route it through
`_fold_heating` (it lives on `sap_heating`), and set it to 1 (single
off-peak immersion) on the HHR overlay to match the relodged reference.
Closes both `test_hhr_storage_overlay_reproduces_the_relodged_after_*`
cascade pins (electric-storage and no-system befores share the after).

Pre-existing failure (present before this branch's recent commits), outside
the handover regression gate. Full modelling suite 220 pass, pyright net-
zero.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-15 06:53:14 +00:00
Khalim Conn-Kowlessar
6ce6e89de1 feat(modelling): gate boiler upgrade on the existing boiler's efficiency
Don't offer a like-for-like gas boiler swap to a dwelling whose existing gas
boiler is already at least as efficient as the new condensing boiler (SAP 10.2
Table 4b codes 102/104 = 84% winter) — it gains nothing, and the dwelling gets
the tune-up (cylinder + controls) instead. `_already_condensing` compares the
existing code's Table 4b winter efficiency to 84%; a non-Table-4b code (solid
fuel) has no comparable efficiency and is never treated as already-condensing.

The gate is GAS-ONLY: a non-gas boiler → gas is a fuel switch whose value (cost
/ carbon) is not captured by winter efficiency, so oil/LPG/coal → gas is never
suppressed on efficiency grounds (only gated on the mains-gas connection).

This correctly demotes the gas-with-cylinder example (cert lodges code 114
"Regular, condensing", 84% winter) to a tune-up case — confirming that 114→102
is ~0 boiler-efficiency gain in both our calc and Elmhurst (both Table 4b 84%);
Elmhurst's uplift there came from the cylinder + flue, not the boiler. The
boiler-with-cylinder overlay stays validated by the lpg pin (code 115, non-
condensing + cylinder) and by recasting the 114 fixtures' code to a pre-1998
non-condensing boiler (110) in the boiler tests — the overlay overwrites the
code to 102 regardless, so only eligibility changes, not the delta-0 result.
New tests: an already-condensing gas boiler yields no boiler upgrade (but a
tune-up); an oil condensing boiler is not gated (the fuel switch survives).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-11 07:15:58 +00:00
Khalim Conn-Kowlessar
ae7e6a0c42 feat(modelling): composite per-dwelling boiler + tune-up costing (ADR-0027)
Replace the flat placeholder scalars (boiler £3000; tune-up £500/£900) with a
per-dwelling composite cost, mirroring the ASHP architecture (ADR-0025): a
`HeatingRates` table (data, `heating_rates.json`), typed `BoilerCostInputs` /
`TuneUpCostInputs`, pure `Products.boiler_bundle_cost` / `tune_up_cost`, and
modelling-layer interpreters that read the dwelling into those inputs.

The cost mirrors the Simulation Overlay component-for-component, sharing the
controls + cylinder pricing across both options:

- tune-up (standard) = standard controls + cylinder fixes
- tune-up (zone)     = zone controls + cylinder fixes
- boiler upgrade     = £3200 all-in + standard controls (only when the upgrade
  fired a controls change) + cylinder fixes

Standard controls are priced INCREMENTALLY — only the parts missing to reach
SAP 2106 (programmer £120 / room thermostat £150 / TRV £35×radiators), read
from a Table 4e Group-1 feature map so a dwelling that already has a room
thermostat + TRVs is only charged the programmer. Zone controls are a full
smart kit (hub £205 + smart TRV £50×radiators) — the smart TRV is itself the
room sensor, so there is no separate per-room sensor line. Cylinder fixes:
jacket £50 (when under-insulated) + thermostat £150 (when absent). The boiler
is a like-for-like wet swap (no radiators/flue/pipework — eligibility already
requires an existing wet boiler), so those dead-code extras are not modelled.

Figures are research-validated 2025/26 UK installed costs (legacy Costs.py
lineage); fully-loaded totals with one contingency on top (Model B, not the
legacy VAT/preliminaries engine). Contingency: boiler 0.26; tune-ups 0.10
(was a 0.15 placeholder). ADR-0027 records the design; CONTEXT.md's Heating
Eligibility entry updated to cover the partial boiler/tune-up family + composed
cost. Products cost pins (delta<=1e-9) + interpreter tests + generator
composite-cost assertions.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-10 19:41:06 +00:00
Khalim Conn-Kowlessar
07f534ee11 feat(modelling): system tune-up options (standard + zone controls)
Add the system tune-up to the heating Recommendation: keep the existing wet
boiler but install better heating controls and fix the cylinder. Two competing
Options (the Optimiser picks <=1 across the whole heating rec) per the user's
two best control end-states:

- system_tune_up        — standard controls (programmer + room thermostat +
  TRVs, SAP 10.2 Table 4e code 2106)
- system_tune_up_zoned  — time-and-temperature zone control (code 2110, type 3):
  more SAP uplift for more cost

Both keep the boiler (no fuel / SAP code / flue change), set the control
ABSOLUTELY to their end-state, and apply the conditional cylinder fixes (an
80 mm jacket when under-insulated, a thermostat when absent — only when a
cylinder exists). Each control option is offered only when it genuinely improves
the existing control — standard is skipped when the control is already 2106 /
2110 / 2112, zone when already 2110 / 2112 — so neither is ever a downgrade or a
no-op.

Validated against the Elmhurst "system tune up" re-lodgements (cert 001431):
nine befores spanning controls 2101-2113 all converge to the two common afters,
proving the control overlay is absolute. The cascade pin is parametrised over
two starting controls (2101 "no control" + 2113 "room thermostat and TRVs") x
both afters, delta 0 (SAP/CO2/PE).

Wires the two MeasureTypes through contingencies (0.15), the offline catalogue
(500 / 900), the catalogue-coverage list, the report triggers, and the ARA
first-run seed.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-10 10:20:46 +00:00
Khalim Conn-Kowlessar
2413bc87da feat(modelling): solid-fuel(coal)->gas boiler upgrade + boiler_flue_type end-state
Pin the coal-boiler-with-cylinder upgrade and add the `boiler_flue_type`
end-state field. A solid-fuel (coal) boiler (fuel 11, SAP code 153) on a
mains-gas street converts to a gas condensing boiler (fuel 11->26, code 102) —
the non-gas->gas path for a solid-fuel system, eligible because code 153 is in
the wet-boiler solid-fuel range 151-161 and mains gas is present.

New `boiler_flue_type` HeatingOverlay field, routed to main_heating_details[0]
and set to 2 (room-sealed/balanced) on both boiler shapes: every relodged after
lodges flue type 2, but coal's before lodged none. The field is SAP-inert (the
cascade score is unchanged by it), so it is written purely for end-state
fidelity — the overlay now represents the installed condensing boiler's flue.
Validated via the overlay-equality unit tests.

The coal after predates the user-locked "always add a cylinder thermostat when
absent" rule, so it stale-lodged thermostat 'N'; the pin corrects it to the
rule's end-state 'Y' in-test (the gas with-cylinder after got the same
correction by re-lodging). The cylinder is already 80 mm insulated, so the
jacket is skipped and only the thermostat is added; controls (2106) are
unchanged. Cascade-pinned delta 0 (SAP/CO2/PE).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-10 08:27:07 +00:00
Khalim Conn-Kowlessar
63dd69ff8b feat(modelling): gas combi boiler upgrade + controls-when-inadequate
Extend the gas-boiler-upgrade Option to combi (no-cylinder) dwellings and add
the controls upgrade shared by both boiler shapes. A dwelling has a cylinder or
it does not, so the one `gas_boiler_upgrade` Option is shaped per dwelling:

- no cylinder -> a gas condensing combi (Table 4b code 104), no cylinder fields
  touched;
- a cylinder  -> a regular boiler (code 102) heating it, with the conditional
  cylinder jacket/thermostat (slice 1).

Controls: bring an inadequate boiler control up to full programmer + room
thermostat + TRVs (SAP 10.2 Table 4e Group 1 code 2106). "Inadequate" = the
Group-1 codes with NO room thermostat (2101, 2102, 2107, 2108, 2109, 2111) —
these lack boiler interlock (Table 4c(2) / footnote c) p.171), so adding a room
thermostat genuinely improves SAP. Room-thermostatted (2103/2104/2105/2106/2113)
or better zone controls (2110/2112) are left unchanged — never downgraded, so
no phantom uplift. The with-cylinder cert (control 2106) is therefore untouched
and its pin still holds at delta 0.

Validated by the combi before/after re-lodgement (cert 001431, gas boiler
upgrade - no cylinder): control 2111 "TRVs and bypass" -> 2106, fan flue
False->True, SAP code 112 -> 104. Cascade-pinned delta 0 (SAP/CO2/PE). Removed
the slice-1 placeholder test asserting no boiler Option fires without a cylinder
(the combi Option now correctly fires there).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-09 16:28:00 +00:00
Khalim Conn-Kowlessar
31c74ab500 feat(modelling): gas-boiler-upgrade-with-cylinder option in the heating rec
Add the first boiler-upgrade option to the single "Heating & Hot Water"
Recommendation (ADR-0024 expansion): a dwelling whose existing wet boiler heats
a hot-water cylinder is offered a new gas condensing boiler, with the cylinder
jacketed when under-insulated and given a thermostat when absent. One competing
Option (the Optimiser picks <=1), folded into one composite Plan line.

The end-state is read from the Elmhurst before/after re-lodgements (cert 001431,
gas boiler upgrade - with cylinder), which REVISE ADR-0024:

- Target is always a gas condensing boiler, not fuel-preserving: every after
  lodges fuel 26. Gas->gas always; a non-gas wet boiler ->gas only with a
  mains-gas connection; electric boilers are left alone (electrification is the
  upgrade path). Eligibility = wet-boiler SAP code (Table 4a/4b 101-141 /
  151-161 / 191-196) + not an electric boiler + mains gas present.
- End-state is a Table 4b SAP code, not a PCDB index: code 102 (regular boiler
  + cylinder). The calculator derives the condensing seasonal efficiency from
  the code, so no efficiency input exists or is needed.
- A modern condensing boiler has a fanned flue: the after flips
  `fan_flue_present` False->True on every cert (SAP 10.2 Table 4f flue-fan +
  the Table 4b condensing-efficiency basis). Added as a new HeatingOverlay
  field, routed to main_heating_details[0].
- Cylinder thermostat is always added when absent (user-locked); the jacket is
  the 80 mm `cylinder_insulation_type=2` end-state, applied only when the
  cylinder is below 80 mm (never downgrading a better one). Both are conditional
  per-dwelling components, not a frozen overlay.

Cascade-pinned delta-0 (SAP/CO2/PE) against the relodged after via
`_assert_overlay_reproduces_after`. NB the absolute SAP on this dwelling is
subject to a separate Summary-path mapper roof-fidelity gap (we read the roof
better-insulated than Elmhurst, scoring ~75 vs the printed 56); the gap is
identical on before+after (the boiler measure never touches the roof) so it
cancels and the pin still proves the exact heating field-delta. Tracked on the
calculator branch.

Wires the new `gas_boiler_upgrade` MeasureType through contingencies (0.26),
the offline sample catalogue, the catalogue-coverage list, and the ARA
first-run integration seed (the option fires on any mains-gas boiler+cylinder
dwelling).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-09 16:16:46 +00:00
Khalim Conn-Kowlessar
9ef97be958 refactor(modelling): type measure_type fields as MeasureType
Tighten the recommendation/plan vocabulary off generic str:
MeasureOption.measure_type and PlanMeasure.measure_type are now MeasureType
(also _GlazingTarget.measure_type, MeasureDependency.triggers ->
frozenset[MeasureType], and the optimiser's chosen/required-type locals).
Because MeasureType is a StrEnum the change is transparent to persistence
(the `recommendation` varchar column), the optimiser group-by key, and every
`== "solar_pv"`-style comparison — so pyright now enforces the enum at every
construction site with no runtime behaviour change.

The catalogue boundary stays str: ProductRepository.get(measure_type: str)
and Product.measure_type are unchanged (they map arbitrary DB/JSON rows), so
the fake product repos in tests need no edit. Test construction helpers coerce
their str arg via MeasureType(...); direct constructions use members.

Suite green: tests/domain/modelling + orchestration + harness 253 pass + 3
xfail; pyright clean on production + tests (pre-existing moto + property-
override-rowcount baselines untouched).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-08 20:13:31 +00:00
Khalim Conn-Kowlessar
f06a048a6f feat(modelling): ASHP option carries the composite per-dwelling cost
Slice 9 of ADR-0025 costing. _ashp_option now prices via Products.ashp_bundle_
cost(ashp_cost_inputs(epc)) instead of the flat catalogue scalar; the catalogue
row is still read for its material_id. Pinned on boiler-3: gas reuse dwelling
composes to 15600.60 (decommission 720 + pump 9720 + cylinder 2382.60 + reuse
distribution 2778) with 25% contingency.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-06 21:17:06 +00:00
Khalim Conn-Kowlessar
9f17a27766 feat(modelling): ASHP overlay resets water_heating_code to the HP end-state
The ASHP bundle is a fixed whole-system end-state (confirmed: always the same
contractor cylinder), so the hot-water arrangement is fixed too. The overlay now
sets water_heating_code=901 ("from main system") absolutely, so a combi (909/611)
or electric (903/908) before is reset to HW-from-the-heat-pump — previously the
overlay relied on the before already lodging 901 (true for boiler-1, not in
general). No-op for the boiler-1 pin (stays 1e-4). Cascade pins for combi /
electric-with-cylinder befores await example certs. ADR-0024.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-06 17:18:58 +00:00
Khalim Conn-Kowlessar
a9da21c4b6 feat(modelling): recommend_heating offers the ASHP bundle
Adds the air-source heat-pump Option to the competing "Heating & Hot Water"
bundles. Its overlay is the absolute heat-pump end-state (fixed representative
PCDB index 101413 + category 4 + control 2210 + HWP cylinder + single meter +
off mains gas), pinned against the relodged after-cert next slice. Eligibility
is physical/planning only (ADR-0024, research-grounded): any non-flat
house/bungalow, not listed/heritage (PlanningRestrictions.blocks_internal —
conservation is offered with a caveat, not excluded), not already a heat pump;
floor area / built form / fuel / fabric are deliberately not gates. recommend_
heating gains a restrictions param (defaulted). An already-HHR electric house
now correctly gets ASHP as a better end-state.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-06 16:56:00 +00:00
Khalim Conn-Kowlessar
b3badc9b10 test(modelling): HHRSH before/after cascade pins (001431) at 1e-4
The same absolute-target HHR overlay reproduces the common relodged after from
two different base systems (existing electric storage; "no system present"
electric) — proving the bundle is a true whole-system end-state. Closes one
named gap the pin surfaced: the relodged HHR cylinder lodges
cylinder_thermostat='Y', so HeatingOverlay + _fold_heating + the HHRSH overlay
gain cylinder_thermostat (ΔSAP 0.065 -> <1e-4). ADR-0024.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 19:09:23 +00:00
Khalim Conn-Kowlessar
b883e75da8 feat(modelling): recommend_heating offers the HHR storage bundle
The heating Recommendation Generator (HHRSH first). Emits one "Heating & Hot
Water" Recommendation whose competing whole-system bundles the Optimiser picks
from; this slice builds the high-heat-retention storage Option. Its overlay is
the absolute HHR end-state (Table 4a code 409 + control 2404 + dual off-peak
meter + off-peak electric cylinder), pinned against the relodged after-cert in
the next slice. Eligibility translates legacy is_high_heat_retention_valid to
structured predicates (electric or off-gas main, not already HHR/heat-pump).
mains_gas and the heat emitter are unchanged by the measure, so unset. ADR-0024.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-05 19:05:02 +00:00